J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
J.P. Morgan Salaries. You can even request information on how much does J.P. Morgan pay if you want to. Learn about salaries, pros and cons of working for J.P. Morgan directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Russell Investments July 2013 - April 2014
Microsoft April 2012 - September 2012
J.P. Morgan July 2010 - February 2011
JPMorgan Chase March 2002 - October 2009
Skills
Software Documentation, Process Improvement, Troubleshooting, SharePoint, Incident Management, Technical Support, ITIL, Visio, Vendor Management, Databases, Microsoft Office, Customer Service, Problem Management, Service Desk, IT Operations, Root Cause Analysis, IT Service Delivery, Project Management, Microsoft Excel, Active Directory, Problem Solving, Communication, Analysis, Creative Solutions, Employee Training, Strategic Planning, Strategic Thinking, Critical Thinking, Big-picture Thinking, Free Thinking, Collaborative Problem..., End User Training, Data Analysis, Business Process..., Business Analysis, Management
Education
Sonoma State University 1992 — 1998
BA, English
South Seattle Community College 2012 — 2014
Mathematics/Calculus & SQL
KKR August 2015 - Present
J.P. Morgan June 2012 - Present
Education
Smith College 2008 — 2012
Bachelor of Arts (B.A.) cum laude, dual degree in Mathematics and Economics
J.P. Morgan July 2013 - Present
J.P. Morgan June 2013 - June 2014
South Carolina State University August 2013 - May 2014
Thurgood Marshall College Fund 2012 - 2013
Initiative June 2012 - August 2012
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Equities, Fixed Income, Capital Markets, Derivatives, Corporate Finance, Financial Analysis, Investments, Hedge Funds, Portfolio Management, Emerging Markets, Equity Research, Alternative Investments, Equity Valuation
Education
South Carolina State University 2010 — 2014
Bachelor's of Science, Business Management
SEO Career 2012 — 2013
Bachelor of Science (BS), Business Administration and Management, General
SEO Career
J.P. Morgan August 2014 - January 2015
UTD PeopleSoft Academy project management Intern (Oracle ERP Software) January 2014 - August 2014
Chongqing Qin'an M&E PLC (Tier one supplier to GM & FORD of engine parts) June 2007 - March 2013
Chongqing Qin'an M&E PLC (Tier one supplier to GM & FORD of engine parts) July 2006 - June 2007
Skills
Supply Chain Management, Project management, Cross-function team..., Multi-task organizing &..., outer & inner customers..., Long-term Customer..., Program Management, Business Process
Education
University of Texas at Dallas - Naveen Jindal School of Management 2014 — 2015
Master of Science in Information Technology and Management (MS ITM), Information Technology
University of Texas at Dallas - Naveen Jindal School of Management 2013 — 2015
Master of Science in Supply Chain Management, Logistics, Materials, and Supply Chain Management
Sichuan International Studies University 2002 — 2006
Bachelor's degree, International Business, 3.5
J.P. Morgan April 2015 - Present
Citi October 2014 - April 2015
Regions Financial Corporation April 2013 - June 2014
Florida Capital Bank October 2011 - March 2013
Renaissance Consulting & Development, LLC August 2011 - October 2011
The Bank of Tampa October 2006 - May 2011
Wachovia April 2004 - October 2006
People's Bank April 1999 - April 2004
Old Navy April 1998 - April 1999
Skills
Sales, Bank relationship..., Sales Management, Microsoft Office, Development, Financial management, Social Media, Online Marketing, Credit Analysis, Customer Service, Banking, Management Consulting, Leadership Development, Financial Analysis, Financial Reporting, Coaching, Credit, Commercial Lending, Mortgage Lending, Consumer Lending, Small Business Lending, Loans, Leadership, Business Development, Management, Analysis
Education
Southern Connecticut State University 1993 — 1998
BS, Corporate Communication
North Haven High School 1989 — 1993
H&Q Advisory Partners July 2014 - Present
CHILDS Advisory Partners January 2009 - June 2014
Morgan Keegan July 2005 - July 2008
Jefferies & Company June 2003 - June 2005
J.P. Morgan 2001 - 2003
Hambrecht & Quist June 1998 - June 2001
Skills
Private Equity, Capital Markets, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, M&A experience, Investments, Financial Analysis, Finance, Mergers & Acquisitions, Private Placements, Corporate Development, Venture Capital
Education
Siena College 1994 — 1998
BS, Finance
Arrowhead High School 1990 — 1994
J.P. Morgan October 2013 - Present
Navigant May 2013 - October 2013
CoreLogic February 2013 - May 2013
Law Offices of Robert F. Rupinski April 2012 - February 2013
Skills
Fraud, Research, PowerPoint, Analysis, Microsoft Office, Due Diligence, Management, Public Speaking, Legal Research, Risk Management, Legal Writing, Leadership, Westlaw, Lexis, Legal Compliance, FCPA, KYC, Anti-corruption, Internal Investigations, LexisNexis, Third Party Vendor..., Global Regulatory..., Compliance, UK Bribery Act, Supplier Risk Management, Microsoft Excel
Education
Seton Hall University 2007 — 2011
Bachelor's Degree, Political Science and Government
Holy Cross High School 2004 — 2007
Credit Suisse July 2015 - Present
Credit Suisse October 2013 - July 2015
Synechron July 2011 - July 2015
Credit Suisse August 2011 - May 2013
J.P. Morgan May 2009 - April 2011
Amdocs January 2008 - January 2009
Infosys November 2005 - January 2008
Skills
Core Java, Spring, Java Enterprise Edition, Hibernate, PL/SQL, Scrittura, Endur, Investment Banking, Commodity Markets, Derivatives Trading, Struts, SDLC, Java, Requirements Analysis, J2EE Application..., Servlets, Software Development, Credit Derivatives
Education
Shivaji University 2001 — 2005
BE, Information Technology
Fidelity Investments November 2011 - Present
J.P. Morgan September 2008 - November 2011
Charles Schwab September 2005 - September 2008
Merrill Lynch September 2004 - September 2005
JPMorgan Chase December 2002 - September 2004
Merrill Lynch May 1999 - December 2002
BNY Mellon June 1998 - May 1999
Education
Siena College 1994 — 1998
BA, English Language and Literature, General
J.P. Morgan July 2014 - Present
Wolters Kluwer October 2013 - July 2014
Austin Dental December 2011 - June 2012
United Nations Office April 2009 - May 2011
Shatel ISP and ICP December 2007 - April 2009
Aftab Internet Network August 2006 - December 2006
Skills
Data Analysis, Microsoft Office, Databases, Research, Time Management, Microsoft Excel, Business Analysis, Customer Service, Data Mining, Strategic Planning, Project Management, CRM, Team Management, Public Speaking, Budgets, SQL, Teamwork, Microsoft Word
Education
University of Houston 2012 — 2014
Master of Business Administration (M.B.A.)
Sharif University of Technology 2006 — 2008
Master of Science, Computer and Telecommunication Networks, 3.76
Sharif University of Technology 2001 — 2005
Bachelor of Science, Software Engineering
KKR July 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
DFJ Esprit June 2011 - August 2011
RedKite Financial Markets June 2011 - August 2011
Canterbury English August 2010 - December 2010
Skills
Bloomberg Terminal, Marketing Strategy, Valuation, Microsoft Office, Investment Banking, Mandarin, Facebook, Economics, Data Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Team Leadership, Market Research, Social Media Marketing, Fundraising, Capital IQ, Microsoft Excel, PowerPoint, Bloomberg, Microsoft Word, Financial Analysis, Social Media, Marketing, Business Development, Venture Capital, Financial Modeling, Spanish, Sales, Private Equity, Salesforce.com, Social Networking, Event Planning, Public Speaking, Leadership, Investments, Research, DCF, Equity Research, LBO
Education
University of Southern California - Marshall School of Business 2009 — 2013
Business Administration, Finance and Management Consulting
Shanghai Jiao Tong University 2013 — 2013
Chinese / Business Chinese
Troy High School
J.P. Morgan January 2015 - Present
J.P. Morgan September 2014 - January 2015
J.P. Morgan March 2014 - September 2014
J.P. Morgan August 2013 - March 2014
J.P. Morgan March 2013 - August 2013
AllBright Law Offices September 2012 - December 2012
J.P. Morgan May 2012 - September 2012
PFC Energy May 2011 - August 2011
University of Rochester August 2010 - December 2010
Xerox Corporation May 2008 - July 2008
Skills
Microsoft Excel, Research, Stata, PowerPoint, Microsoft Office, Economics, Financial Analysis, Event Planning, Management, Market Research, Microsoft Word, Public Speaking, Social Media, Mandarin, Data Analysis, Spanish, Financial Modeling, Finance, Corporate Finance, Banking, Portfolio Management, Nonprofits, Non-profits, Community Outreach, Investments, Analysis, Business Strategy, Business Development
Education
University of Rochester 2009 — 2013
Bachelor of Arts, Economics and Business Strategies, International Relations
Shanghai University of Finance and Economics 2012 — 2013
International Finance
Singapore American School 2006 — 2009
J.P. Morgan April 2015 - Present
Wells Fargo June 2014 - April 2015
Wells Fargo May 2013 - August 2013
UNDP (South-South Global Assets and Technology Exchange) June 2012 - August 2012
U.S. House of Representatives January 2009 - June 2009
Skills
Microsoft Office, Bloomberg Terminal, Due Diligence, PowerPoint, Finance, Microsoft Excel, Data Analysis, Financial Analysis, Valuation, Financial Modeling, Analysis, HTML, Mac OS X, Windows 7, Financial Services, Portfolio Management, Banking, Market Research, Credit Analysis, Investment Banking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2014
Bachelor's Degree, Business Administration
Shanghai University of Finance and Economics 2012 — 2012
Citi January 2013 - Present
Standard Chartered Bank September 2010 - January 2013
J.P. Morgan December 2009 - September 2010
JPMorgan November 2006 - December 2009
JPMorgan Chase October 1994 - November 2006
TSB Trust Company May 1982 - October 1994
Merseyside County Council May 1980 - May 1982
Skills
Account Reconciliation, Auditing, Banking, Business Continuity, Enterprise Risk..., Global Custody, IT Audit, Information Security, Project Management
Education
Southampton Solent University 1988 — 1992
BSc, Information Systems
J.P. Morgan June 2013 - Present
JPMorgan Chase September 2011 - June 2013
JPMorgan May 2008 - September 2011
CQG July 2006 - May 2008
Skills
Electronic Trading, Low Latency, Financial Markets, Market Data, Trading Systems, Derivatives, Equities, Trading, Business Analysis, Management, Fixed Income, Bloomberg, Options
Education
Sheffield Hallam University 2002 — 2006
BA Hons, Marketing with Languages (French and German)
J.P. Morgan April 2011 - Present
J.P. Morgan June 2010 - April 2011
Sax Macy Fromm & Co 2008 - 2010
Deloitte & Touche 2007 - 2009
Skills
Equities, Finance, Asset Management, Accounting, Internal Audit, Internal Controls, Business Management, Regulations, Broker Liaison
Education
Seton Hall University 2002 — 2006
Bachelors, Accounting
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Fosun Group September 2013 - January 2014
J.P. Morgan May 2013 - August 2013
University of Rochester September 2011 - May 2013
Public Broadcasting Service 2009 - 2011
Aussie Hill Farms 2001 - 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Bloomberg, Photoshop, Social Media, Public Speaking, Entrepreneurship, Investments, Management, Statistics
Education
University of Rochester 2011 — 2015
Bachelor’s Degree, Economics and Business Market Organization, 3.96
Shanghai University of Finance and Economics
Business in China, 4.0
SunEdison 2014 - Present
TerraForm Power May 2014 - August 2014
OPStrategy Consulting 2012 - 2014
McKinsey & Company 2010 - 2012
J.P. Morgan 2008 - 2010
McKinsey & Company 2006 - 2008
Accenture 2000 - 2006
Gillette 1998 - 2000
Roche 1996 - 1998
Skills
Supply Chain Management, Process Improvement, Business Strategy, Business Transformation, Operations Management, Lean Manufacturing, Supply Chain, Financial Modeling, Strategic Sourcing, Start-up Operations, Inventory Management, Capital Productivity, VMI, Six Sigma, Due Diligence, Mergers & Acquisitions, Outsourcing, Sourcing & Procurement, Fulfillment, Logistics Management, Production Planning, Material Planning, Demand Forecasting, Global Operations &..., Global Trade Management, Business IT System..., IT Enabled Supply Chain, Cost Analysis, Corporate Finance, Corporate Strategy, M&A due diligence, Supply Chain Financing, Lean Operations, E-commerce, Start-ups
Education
CEIBS 2008 — 2010
Master of Business Administration, Executive MBA
Shanghai Jiao Tong University 1992 — 1996
Shanghai Nanyang Model High School 1989 — 1992
High School
AGF Management Limited October 2014 - Present
Franklin Templeton Investments January 2013 - October 2014
J.P. Morgan April 2010 - July 2011
BNP Paribas Investment Partners April 2008 - April 2010
KPMG August 2004 - April 2008
Military Service March 1999 - June 2001
Skills
CPA, CFA Level II Candidate, Financial Analysis, Risk Management, Internal Audit, Internal Controls, SOX, Financial Reporting, Excel, Risk, Accounting, Microsoft Office, Audit, Compliance, Microsoft Excel, Project Finance, Project Planning, Project Management, Sarbanes-Oxley Act, VBA, Business Analysis, Portfolio Management, Analysis, Valuation
Education
York University - Schulich School of Business 2011 — 2013
Master of Business Administration (M.B.A.), MBA/ CMA Combined Program
Sogang University 1995 — 1999
BBA, Accounting
The Libra Group November 2011 - Present
CTPartners May 2009 - October 2011
Private Family January 2009 - May 2009
Villamar Associates October 2007 - November 2008
Lakeview LLC August 2005 - October 2007
J.P. Morgan October 2003 - August 2005
Skills
MS Office Suite, Administrative..., PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Recruiting, Time Management, Executive..., Marketing, Human Resources, Social Media, Administrative..., Payroll
Education
Seminole Community College
Associate in Arts, Communication, General
Fortress Investment Group April 2013 - Present
Societe Generale Corporate & Investment Banking January 2011 - March 2013
Alvarez & Marsal December 2008 - January 2011
J.P. Morgan July 2007 - November 2008
Prudential Financial June 2006 - June 2007
Thomson Reuters January 2006 - May 2006
Skills
Project Finance, Renewable Energy, Valuation, Financial Modeling, Financial Analysis, Financial Structuring, Bloomberg, Due Diligence, Corporate Finance, Capital Markets, Investments, Contract Negotiation, Investment Banking, Private Equity, Structured Finance, DCF, Energy, Market Risk, Financial Risk, Investor Relations, Strategy
Education
Seton Hall University 2003 — 2007
BS, Finance and Management
Self-Employed October 2013 - Present
Self-employed January 2014 - Present
J.P. Morgan January 1995 - January 2001
Kidder Peabody January 1991 - January 1995
Skills
Social Entrepreneurship, Fundraising, Public Speaking, Mergers & Acquisitions, Marketing Strategy, Finance, Private Equity, Venture Capital, Research, Due Diligence, Financial Modeling, Community Outreach
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Smith College
Bachelor's Degree
Nationwide Funds June 2007 - Present
Willis North America 2005 - 2007
CGI Consulting Group March 2004 - March 2005
FEMS Software 2003 - 2004
J.P. Morgan 2000 - 2003
J.P. Morgan 1994 - 2000
Skills
Six Sigma, Information Management, Information Technology, Employee Benefits, Business Planning, Business Process..., Building Relationships, Vendor Management, Process Improvement, Risk Management, Leadership, Budgets, Program Management, Change Management
Education
Shippensburg University of Pennsylvania 1990 — 1994
Finance, Economics
Kennett High 1985 — 1989
J.P. Morgan July 2015 - Present
JPMorgan Chase January 2013 - Present
JPMorgan Chase May 2011 - January 2013
JPMorgan Chase February 2010 - May 2011
JPMorgan Chase February 2007 - February 2010
American Cancer Society January 2006 - February 2007
Skills
Non-profits..., Banking, Banking Solutions, Project Management, Financial Services, Employee Training, Training, Finance
Education
Southern Illinois University, Carbondale 2004 — 2006
Bachelor of Science (B.S.)
Grifols, Los Angeles, CA July 2008 - Present
Countrywide Capital Markets, Calabasas, CA January 2006 - July 2008
Bank of America, New York, NY June 2004 - January 2006
J.P. Morgan March 2004 - June 2004
Amaranth Group LLC May 2003 - May 2004
Korn Ferry January 1999 - May 2003
Heidrick & Struggles June 1997 - January 1999
Response Staffing Services November 1993 - June 1997
New England Financial May 1993 - November 1993
Skills
Capital Markets, Commercial Banking, Bioscience, Investment Management, Talent Acquisition, Executive Search, Performance Management, Recruiting, Employee Relations, Risk Management, Mergers, Corporate Finance, Strategy, SDLC, Mergers & Acquisitions, Management Consulting, Management, Human Resources, Vendor Management, Negotiation, College Recruiting, Leadership, Talent Management, Applicant Tracking...
Education
Seton Hall University 1989 — 1993
BA
Goldman Sachs August 2013 - Present
Morgan Stanley June 2012 - July 2013
Skidmore College 2008 - 2012
J.P. Morgan June 2011 - August 2011
United World Colleges - Davis Projects for Peace January 2010 - January 2011
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2010 - August 2010
Skidmore College June 2009 - August 2009
Skills
Team Leadership, Business Analysis, Bloomberg, Research, Microsoft Office, Project Planning, Project Management, Public Speaking, Development Economics, International Economics, Leadership, Committed to..., Microsoft Excel, Outlook, PowerPoint
Education
Skidmore College 2008 — 2012
BA-Summa Cum Laude, Honors Economics & Business Management
The Lawrenceville School 2006 — 2008
High School Diploma
J.P. Morgan May 2015 - Present
Bank of America May 2011 - May 2015
Morgan Stanley July 2007 - May 2011
Skills
Risk Management, Internal Audit, Corporate Finance, Treasury Management, Treasury, Basel II, Data Analysis, Financial Risk, Financial Analysis, Management, Enterprise Risk..., Fixed Income, Capital Markets, Derivatives, Securities, Financial Modeling, Investment Banking
Education
Seton Hall University 2003 — 2007
Bachelor of Science, Finance
J.P. Morgan May 2013 - Present
American Express July 2011 - May 2013
American Express July 2006 - July 2011
The Welding Institute September 2002 - September 2003
Management Information Systems August 1998 - September 2000
MIS October 1998 - July 2000
Skills
Requirements Analysis, JavaScript, Databases, Spring, Change Management, Agile Methodologies, Java, SQL, DB2, HTML, Visual Basic, .NET, SQL Server, Distributed Systems, Agile, Web Development, CSS, Microsoft Office, Excel, Websphere, VB.NET, XML, Web Services, C#, VSS, J2EE, Access, Unix
Education
University of Sussex 2004 — 2006
msc, Human Centered Computer Systems
Spring Source 2008 — 2008
Sun Certification Java 5 2007 — 2007
Sheffield Hallam University 2000 — 2004
Bsc (hons), Software Engineering
Presidio July 2014 - Present
PSCU February 2014 - June 2014
J.P. Morgan November 2012 - November 2013
Jabil May 2012 - December 2012
Pinellas County Government April 2011 - December 2011
Pinellas Suncoast Transit Authority October 2009 - June 2011
Fidelity National Information Services March 2007 - April 2008
AT&T Global networks May 1999 - June 2006
IBM November 1992 - April 1999
Skills
Software Documentation, PMP, ITIL, Disaster Recovery, Project Management, Process Improvement, Program Management, Business Analysis, Project Planning, Strategic Planning, Team Building, Integration, Microsoft Office, MS Project, Visio, Team Leadership, Troubleshooting, Vendor Management, Change Management, Security, SDLC, Requirements Analysis, Software Project..., SharePoint, PMO, Project Portfolio..., Business Process..., Telecommunications, Resource Management, Project Delivery, Data Center, Requirements Gathering, Testing, Infrastructure, IT Service Management, IT Management, Information Technology, Business Process, Cross-functional Team..., IT Strategy, Enterprise Architecture, Quality Assurance, Business Process..., Certified Project..., Networking, Firewalls, Agile Methodologies, Databases, CRM, VoIP
Education
St. Petersburg College 2011 — 2011
Certificate, IT Security
St. Petersburg College 1991 — 1993
AS, Information Technology
University of West Florida 1983 — 1985
Master, Public Adminstration
Southeastern Louisiana University 1976 — 1980
B.A., Government
J.P. Morgan July 2015 - Present
J.P. Morgan September 2013 - July 2015
J.P. Morgan January 2011 - August 2013
J.P. Morgan December 2009 - January 2011
Aurora Solutions, Inc February 2007 - December 2009
Quantstar LLC April 2006 - October 2006
Education
Southern Illinois University, Carbondale 2004 — 2006
Masters, Electrical & Computer Engineering
University of Madras 1998 — 2002
Bachelor's, Electrical & Electronics Engineering
EY May 2014 - Present
J.P. Morgan June 2011 - May 2014
David Landau & Associates June 2008 - June 2011
J.P. Morgan June 2006 - June 2008
Skills
Risk Management, Business Strategy, Valuation, Finance, Investment Banking, Portfolio Management, Derivatives, Investments, Financial Services, Bloomberg, Management Consulting, Banking
Education
Siena College 2001 — 2005
B.S.
J.P. Morgan October 2014 - Present
Barclays July 2013 - October 2014
Max-Security Solutions Ltd. July 2012 - October 2012
Deutsche Bank December 2007 - March 2011
HSBC May 2006 - October 2007
Skills
Analysis, Strategy, Equities, Investment Banking, Equity Derivatives, Software Documentation, Management, Interest Rate..., Credit, Financial Risk, Leadership, Operational Risk, Project Management
Education
Tel Aviv University 2011 — 2013
Master of Arts (M.A.), Near and Middle Eastern Studies
Seton Hall University 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Lord, Abbett & Co. LLC October 2014 - Present
Claren Road Asset Management January 2013 - March 2014
III Offshore Advisors/AVM, L.P. February 2008 - December 2012
Morgan Stanley September 2003 - September 2008
J.P. Morgan April 1998 - September 2003
Skills
Fixed Income, Hedge Funds, Risk Management, Credit Derivatives, Series 7, Credit Risk, Investments, Trading, Credit Analysis, Fixed Income Portfolio..., Series 63, Portfolio Management, Mutual Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1992 — 1994
Master of Business Administration (MBA), Finance & Accounting
Seton Hall University
Bachelor of Science (B.S.), Marketing
J.P. Morgan April 2009 - Present
Solares Inc October 2003 - November 2012
Care Management International June 2006 - March 2009
Morgan Stanley July 2000 - September 2002
J.P. Morgan March 1998 - July 2000
Nabisco May 1997 - March 1998
Skills
Business Development, Strategic Financial..., Investment Banking, Start-up Environment, Change Management, Relationship Management
Education
Seton Hall University 1993 — 1997
Bachelor of Science (BS), Finance (Major) & History (Minor), Magna Cum Laude
J.P. Morgan March 2008 - Present
J.P. Morgan - Hong Kong March 2008 - August 2011
Skills
Private Banking, Portfolio Management, Asset Allocation, Estate Planning, Strategic Financial..., Wealth Management, Tax
Education
Shanghai Jiao Tong University
Master, Applied Psychology
Shanghai Jiao Tong University
Bachelor, International Economics and Trade
UCLA Extension
Personal Financial Planning Certificate, Accelerated Program
Yucai middle school
J.P. Morgan July 2013 - Present
Russell Investments June 2012 - May 2013
Seattle University Redhawk Fund March 2012 - March 2013
Russell Investments February 2012 - June 2012
Seattle Specialty Insurance Services June 2010 - September 2010
Ocean Beauty Seafoods June 2009 - September 2009
Skills
Excel, Bloomberg Terminal, EDGAR, PowerPoint, Pivot Tables, FactSet, Technical Writing, Vlookup, Outlook, Sumif, Morningstar, Public Speaking, Manager Research, Equities
Education
Seattle University 2008 — 2013
Bachelor of Arts in Business Administration, Accounting; Finance, and Economics
Snohomish High School 2004 — 2008
Bates Photography 2004 - Present
Philadelphia University 1999 - 2003
J.P. Morgan 1979 - 1987
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Office Management, PowerPoint, Event Planning, Outlook, Advertising, Event Management, Editing
Education
University of Pittsburgh 1977 — 1979
Graduate Degree, Education
Southern Connecticut State University 1971 — 1974
Bachelor of Science (B.S.), Education
J.P. Morgan December 2009 - Present
Katy Area Democrats January 2013 - December 2013
Sherwin Williams 2008 - 2009
Enterprise Rent-A-Car 2006 - 2008
Skills
Retirement Planning, Process Improvement, Loans, Strategic Planning, Credit, Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Financial Analysis, Accounting, New Business Development, Sales Management, Customer Satisfaction, Marketing, Management, Strategic Financial..., Microsoft Excel, Sales, Customer Service, Coaching, Portfolio Management, Finance, Access, Financial Services, Investments
Education
South Texas College of Law 2015 — 2018
Juris Doctor (J.D.)
University of Louisiana at Lafayette 1999 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
J.P. Morgan January 2011 - Present
JPMorgan Chase January 2011 - Present
Oppenheimer & Co January 2006 - January 2011
Hilton Hotels Corporation January 2003 - January 2006
Skills
Securities, Fixed Income, Bloomberg, Equities, Derivatives
Education
Seton Hall University 2002 — 2006
BS, Business Administration & Finance
Citco Fund Services March 2014 - Present
J.P. Morgan July 2011 - February 2014
Morgan Stanley Smith Barney February 2011 - May 2011
Carol Cable Credit Union January 2003 - February 2011
Johnson & Wales University May 2008 - August 2008
Skills
Accounting, Finance, Financial Analysis, Mutual Funds, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Microsoft Word, Data Analysis, Hedge Funds, Asset Management, Portfolio Management, Corporate Finance, Databases, Analysis
Education
Simmons College 2007 — 2011
Bachelor of Science, Economics; Management; Finance, Economics, Mathematics and General Education
J.P. Morgan February 2015 - Present
Chase February 2015 - February 2015
J.P. Morgan Chase December 2011 - February 2015
The Progressive Insurance Group June 2003 - August 2011
Alanton Elementary November 2009 - May 2010
Coastal Cheer Sensation Parent Organization June 2008 - June 2009
Fisher College of Business September 2002 - June 2003
First Citizens Bank June 2000 - June 2001
Elite Automotive Group December 1999 - May 2000
Ricart Automotive September 1998 - December 1999
Skills
Insurance, Financial Analysis, Process Improvement, Strategic Planning, Training, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Research, Non-profits, Data Analysis, Negotiation, Claim, Quality Assurance, Accounting, Management, Banking, Risk Management, Analysis, Time Management, Access, Nonprofits
Education
South University 2010 — 2012
M.B.A, Finance
The Ohio State University 1996 — 2003
B.S.B.A, Finance
Saferidge Capital Partners May 2014 - Present
Boodell & Company November 2010 - August 2012
Tiger Asia Management June 2008 - June 2009
RAB Capital July 2007 - June 2008
Speedwell Advisors February 2006 - December 2006
Fidelity Investments July 2003 - August 2005
J.P. Morgan April 2002 - July 2003
ING Barings April 1999 - April 2002
A.T. Kearney March 1998 - April 1999
Skills
Hedge Funds, Investments, Valuation, Equities, Financial Modeling, Asset Managment, Portfolio Management, Venture Capital, Emerging Markets, Alternative Investments, Equity Research, Financial Analysis, Capital Markets, Financial Services, Asset Management, Fixed Income, Investment Banking
Education
Seoul National University
Bachelor of Arts (B.A.), Archaeology and Art History/Minor in Business Administration
University of Washington
Exchange Student, Business Administration, Dean's List
KPMG US April 2014 - Present
J.P. Morgan March 2012 - April 2014
J.P. Morgan August 2011 - March 2012
KPMG Advisory December 2010 - August 2011
ANZ April 2007 - April 2010
Select Teleresources (Randstad) 2006 - 2007
Skills
Recruiting, Banking, Financial Services, Risk Management, Relationship Management, Financial Risk, Stakeholder Management, Business Analysis, Investment Banking, Payments, Financial Analysis, Change Management, Financial Markets, Strategy, Vendor Management, Management, Corporate Finance
Education
Southern Cross University 2002 — 2005
Bachelor, Social Science
Data Capital Management (DCM) April 2015 - Present
J.P. Morgan May 2011 - March 2015
Univeristy of Michigan January 2006 - April 2011
Skills
Matlab, R, Machine Learning, Quantitative Finance, Monte Carlo Simulation, Mathematical Modeling, Quantitative Analytics, Stochastic Calculus, LaTeX, Time Series Analysis, C++, Financial Engineering, Algorithms, Stochastic Processes, Mathematica, Numerical Analysis, Statistics, SAS, VBA, Statistical Modeling, Information Theory, Optimization, Data Mining, Simulations
Education
University of Michigian 2006 — 2010
PhD, Electrical Engineering
University of Michigan 2006 — 2009
Master's, Mathematics
University of Michigan 2006 — 2009
MSc, Financial Engineering
University of Michigan 2006 — 2007
MSc, Electrical Engineering
Sharif University of Technology 2001 — 2005
BSc, Electrical Engineering
MSCI Inc. June 2010 - Present
RiskMetrics Group January 2008 - January 2010
RiskMetrics Group May 2006 - January 2008
RiskMetrics Group April 2004 - May 2006
RiskMetrics Group April 2003 - April 2004
J.P. Morgan June 2001 - April 2003
Skills
Hedge Funds, Risk Management, Business Analysis, Financial Services, Portfolio Management, Asset Allocation, Investments, Fixed Income, Equities, Banking, Vendor Management, Derivatives, Mutual Funds, Management, Wealth Management
Education
Sewanee-The University of the South 1994 — 1998
BA, History/Economics
Limeade August 2014 - Present
Global Corporate Challenge September 2013 - May 2014
J.P. Morgan August 2012 - August 2013
PPC Worldwide, a division of Optum, United Health Group February 2007 - August 2012
Woman Within, International 1995 - 2010
U.S. Department of Health & Human Services / Federal Occupational Health October 1999 - January 2007
Around n Over 2003 - 2007
ComPsych April 1995 - October 1999
Skills
Strategy Development, Strategic Partnerships, International Business, Coaching, Employee Relations, Employee Engagement, Business Strategy, Public Speaking, Program Management, Health, Healthcare, Non-profits, Management, Leadership, Strategy, Nonprofits, Project Management, Executive Coaching, Team Building, Strategic Planning, Organizational..., Training, HR Consulting, Employee Benefits, Global Operations, Key Account Management, Vendor Management, Contract Management, Workshop Facilitation, International Project..., International Relations, Asia Pacific, Non-profit Leadership, Behavioral Health, Employee Wellness, Personnel Management, New Business Development, Start-ups, Team Leadership, Talent Management, Consulting, Management Consulting, Conflict Resolution, Marketing, Staff Development, Human Resources, Mergers & Acquisitions, Change Management, Performance Management, Negotiation
Education
Washington University in St. Louis
Master of Social Work, Behavioral Medicine
Southeast Missouri State University
Bachelor of Science, Social Work and Psychology
By The Park Fitness InstructorThe Barre CodeJuly 2014 - Present
J.P. Morgan July 2011 - November 2012
J.P. Morgan June 2010 - July 2011
J.P. Morgan June 2009 - August 2009
Accenture June 2008 - August 2008
Education
Smith College 2006 — 2010
Mathematics and Economics
Office Team June 2015 - Present
Huntington National Bank June 2014 - Present
JPMorgan Chase June 2013 - Present
JPMorgan Chase June 2013 - Present
J.P. Morgan June 2011 - June 2014
Lane Bryant August 2012 - May 2013
PNC March 2008 - June 2011
City of Cincinnati Prosecutor's Office March 2010 - August 2010
Jackson Hewitt Tax Service Inc. October 2008 - April 2010
Skills
Microsoft Excel, Customer Service, English, Windows, PowerPoint, Microsoft Word, Teaching, Sales, Retail, Outlook, Data Entry, Leadership, Banking, Loans, Finance, Investments, Credit, Mortgage Lending, Small Business, Time Management, Insurance, Relationship Management, Change Management, Small Business Lending, Retail Banking, Cross Selling, Consumer Lending, Life Insurance, Risk Management, Securities, Retirement, Series 63, Social Networking, Lines Of Credit, Fixed Annuities, Fixed Income, Retirement Planning, Commercial Lending, Financial Services, Cash Management, Training, Series 6, Private Banking, Loan Origination, Commercial Banking, Bonds, Banking Relationships, Life, Deposits, Wealth Management
Education
Sinclair Community College 2015 — 2016
Associate's degree, Accounting
Northern Kentucky University 2012 — 2014
Organizational Leadership, Minor in accounting
Hondros College 2012 — 2012
Series 6, Investments and Securities
Hondros College 2012 — 2012
Life & health, Investments and Securities
University of Cincinnati 2005 — 2010
Bachelor of Science (B.S.), Criminal Justice and Corrections
Wright State University
Bachelor of Business Administration (B.B.A.), Accounting
J.P. Morgan June 2015 - Present
J.P. Morgan June 2013 - May 2015
Information Technology Services October 2012 - March 2013
Skills
Microsoft Word, Customer Service, Microsoft Exchange, Mac OS X, Supervisory Experience
Education
Syracuse University 2012 — 2014
Master's degree, Information Security Management
Siena College 2008 — 2012
Bachelor of Arts (B.A.), Economics, 3.5
Hanmi Capital, LLC August 2015 - Present
NMS Capital Securities July 2015 - Present
B. Riley & Co. 2012 - July 2015
J.P. Morgan 2009 - 2012
UBS 2002 - 2012
Skills
Private Equity, M&A experience, Volatility, Growth Capital, Asset Managment, Capital Markets, Financial Advisory
Education
Skidmore College
Bachelor of Arts (BA), Economics
Charles Schwab January 2015 - Present
J.P. Morgan April 2014 - January 2015
J.P. Morgan February 2012 - April 2014
Skills
Microsoft Office, Microsoft Word, Management, Microsoft Excel, PowerPoint, Sales, Leadership, Process Improvement, Outlook, SQL, Windows, English
Education
Seminole State College of Florida 2012 — 2016
Associates in Finance, Banking, Corporate, Finance, and Securities Law
EY March 2015 - Present
J.P. Morgan May 2013 - February 2015
J.P. Morgan June 2010 - April 2013
Basel Asset Management June 2008 - April 2010
Merrill Lynch Global Wealth Management January 2008 - May 2008
Cents Ability 2008 - 2008
LIGHTHOUSE FUNDING LLC January 2006 - September 2007
Skills
Financial Modeling, Investment Banking, Valuation, DCF, Bloomberg Terminal, Hedge Funds, Financial Analysis, Corporate Finance, Derivatives, Capital Markets, Bloomberg, Leveraged Finance, High Yield, Business Analysis, Analysis, Budgets, Equity Trading, Investments, Asset Management, Portfolio Management, Due Diligence, Credit Analysis, Finance
Education
Zicklin School of Business/Baruch College/CUNY 2006 — 2010
Bachelor of Business Administration, Finance and Investments
South Ural State University (SUSU) 2000 — 2003
Mechanical Engineering
Sinclair Community College January 2015 - Present
J.P. Morgan May 2014 - April 2015
Chipotle Mexican Grill February 2008 - May 2014
Taco Bell March 2003 - February 2008
Skills
Microsoft Excel, Management, Customer Service, Microsoft Office, Microsoft Word, Data Entry, PowerPoint, Research, Sales, Training, Time Management, Scheduling
Education
Sinclair Community College 2015 — 2015
Expected graduation date: May 2016, Paralegal
Columbia University in the City of New York October 2014 - Present
J.P. Morgan August 2012 - September 2012
Agricultural Bank of China June 2010 - September 2010
Skills
SPSS, Eviews, R, JavaScript, Microsoft Excel, Prezi, Microsoft Office, Research, English
Education
Teachers College of Columbia University 2013 — 2015
Master of Arts (M.A.), Economics and Education, Freshman
Shanghai University of Finance and Economics 2009 — 2013
Bachelor's degree, Statistics
J.P. Morgan February 2015 - Present
J.P. Morgan August 2011 - January 2015
J.P. Morgan June 2010 - August 2010
Skills
Equities, Securities, Fixed Income, Finance, Hedge Funds, Prime Brokerage, Valuation, Back Office, Investment Banking
Education
Southern Connecticut State University 2008 — 2011
B.S., Accounting
Shippensburg University August 2012 - Present
J.P. Morgan June 2015 - August 2015
Shippensburg University August 2014 - May 2015
Northwestern Mutual January 2014 - August 2014
Skills
Microsoft Office, Sales, Leadership, Finance, Customer Service, Economics, Time Management, Teamwork
Education
Shippensburg University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Economics, with a Concentration in Business and Minor in Mathematics, 3.79/4.0
J.P. Morgan October 2013 - Present
Comerica Bank August 2011 - September 2013
Law Office of Dale A. Burrows PC June 2009 - August 2011
Smith & Garg, LLC April 2008 - May 2009
Skills
Wills, Trusts, Estates, Probate, Trust Administration, Estate Planning, Asset Protection
Education
South Texas College of Law 2004 — 2007
Doctor of Law (J.D.)
Texas A&M University 2000 — 2003
Bachelor of Arts (B.A.), Journalism, Spanish
J.P. Morgan September 2012 - January 2014
Greater Dayton Regional Transit Authority October 2011 - August 2012
Burlington Coat Factory November 2007 - December 2011
Skills
Customer Service, Microsoft Word, Microsoft Excel, Retail Banking, Financial Accounting, Cost Accounting, Journal Entries, Financial Transactions
Education
Wright State University 2015 — 2016
Bachelor's degree, Accounting and Finance
Sinclair Community College 2010 — 2015
Associate's Degree, Business Administration
Skidmore College August 2015 - Present
Skidmore College January 2015 - Present
Skidmore College December 2014 - Present
Skidmore College September 2013 - Present
J.P. Morgan June 2015 - August 2015
Skidmore College September 2014 - June 2015
Wells Fargo Advisors January 2015 - January 2015
Skidmore College September 2014 - December 2014
KR Diamonds, Ltd. June 2014 - August 2014
Criteo January 2014 - January 2014
Skills
Analysis, People-oriented, Microsoft Office, PowerPoint, Situational Leadership, Research, Interviews, Reading People, Oral & Written..., Public Speaking, Communication, Confidence Building, Microsoft Excel, Financial Analysis, Market Research, Valuation Modeling, Problem Solving, Private Equity, Corporate Finance, Banking, Stock Market, Equities, Microsoft Word, Management, Data Analysis, Event Planning
Education
Skidmore College 2012 — 2016
Bachelor of Science (B.S.), Business Administration and Management, General; Government Minor, 3.82
Bronx High School of Science 2008 — 2012
High School Degree, 92 GPA
J.P. Morgan August 2011 - Present
J.P. Morgan April 2009 - August 2011
J.P. Morgan January 2008 - April 2009
Excel Business Systems May 2005 - January 2008
Skills
Business Analysis, Management, Microsoft Office, Microsoft Excel, Requirements Analysis, SDLC, Time Management, Finance, Analysis, Cross-functional Team..., Data Analysis, Marketing, Sales, Strategy, Technical Support, Communication, Leadership, Financial Analysis, Customer Experience, Research, Team Leadership, Databases, Testing, Access, HTML, Vendor Management, Financial Modeling, Business Process..., Software Project...
Education
Seminole State College of Florida 2006 — 2008
Business, Management, Marketing, and Related Support Services
Seminole High School 2001 — 2005
Graduate - Diploma, High School/Secondary Diplomas and Certificates
J.P. Morgan May 2013 - Present
Morgan Stanley January 2013 - May 2013
TPW Financial May 2012 - July 2012
ADAM TRAVEL SERVICES September 2010 - November 2011
Political Journalism: Simmons College May 2011 - June 2011
Skills
Econometric and..., STATA, EVIEWS, Morningstar, Financial Accounting..., Microsoft Word, Microsoft Excel, Research, Communication..., Microsoft Powerpoint, Accounting, Financial Analysis, Account Reconciliation, Microsoft Office, C++, PowerPoint, Banking, Finance, Bloomberg Terminal, Thomson One Analytics, 3D, QuickBooks, Portfolio Management
Education
Simmons College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics
Western Union Business Solutions June 2015 - Present
Commonwealth Foreign Exchange January 2014 - May 2015
J.P. Morgan April 2010 - October 2013
Bank of America April 1994 - December 2009
Skills
FX Options, Foreign Exchange, Risk Management, Treasury Management, Trading, Banking, Cash Management, Portfolio Management, Financial Markets, FX Hedging, Credit, Derivatives, Finance, Commercial Banking, Relationship Management, Capital Markets, Currency, Bloomberg, Financial Risk, Fixed Income, Investment Banking, Financial Services, Options, Wealth Management, Trading Systems, Credit Risk, Payments, Series 7, Back Office, Electronic Trading, Hedging, Structured Products, Investments, Corporate Finance, Treasury, Settlement, Asset Management, Private Banking, Financial Analysis, Balance Sheet Review, FX Derivatives, FX Swaps, Mutual Funds, Securities, Equities, Retail Banking, Microsoft Excel, Leadership, Salesforce.com, CRM Databases
Education
City College of San Francisco 2002 — 2003
Economics and other undergraduate courses, Finance, General
Skagit Valley College 1993 — 1995
Psychology, Business Law and other undergraduate courses
Anacortes High 1988 — 1992
General Studies, Business and Leadership
J.P. Morgan September 2014 - Present
Broadridge Financial Solutions March 2014 - Present
State Farm Insurance January 2012 - May 2012
H&R Block January 2011 - April 2011
Skills
Accounting, Microsoft Excel, Tax, QuickBooks, Account Reconciliation, Accounts Payable, General Ledger, Microsoft Word, Bookkeeping, Income Tax, Accounts Receivable, Tax Preparation, PowerPoint, Transtar, SharePoint
Education
Seton Hill University 2009 — 2013
Bachelor of Science, Accounting
Seton Hill University 2009 — 2012
Bachelor's degree, Accounting
C-III Capital Partners July 2015 - Present
J.P. Morgan April 2015 - July 2015
Deloitte March 2013 - March 2015
Deloitte September 2011 - February 2013
Citi May 2011 - August 2011
George Washington University September 2010 - April 2011
Rieck Henco Int'l Transportation Co. Ltd 2010 - 2010
Skills
Economics, Financial Analysis, Finance, Valuation, Microsoft Excel, Private Equity, Hedge Funds, Banking, Equities, Fixed Income, Logistics, Mandarin, Internal Controls, Chinese, Structured Finance, Distressed Debt, CMBS
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance and International Business
Shanghai University of Finance and Economics 2010 — 2010
International Finance
J.P. Morgan April 2014 - Present
J.P. Morgan May 2010 - April 2014
Goldman Sachs March 2008 - May 2010
Goldman Sachs June 2007 - August 2007
Education
Seoul National University 2000 — 2008
B.A., Business Administration
J.P. Morgan February 2014 - Present
Morgan Stanley October 2012 - January 2014
Morgan Stanley August 2011 - October 2012
Skills
Analysis, Management, Financial Analysis, Leadership, Portfolio Management, Finance, Fixed Income, Investments, Market Research, Hedge Funds, Equities, Bloomberg, Customer Service, Equity Research, Microsoft Excel
Education
Siena College 2008 — 2010
Bachelor of Arts, Psychology
Nebula Capital Management 2009 - Present
J.P. Morgan 2008 - 2009
UBS Investment Bank 2003 - 2007
JP Morgan 1998 - 2003
Skills
Hedge Funds, Portfolio Management, Investments, Trading, Capital Markets, Fixed Income, Emerging Markets, Financial Structuring, Alternative Investments, Credit Derivatives, Equities
Education
Smith College
BA, Chemistry
Pearson Learning Solutions April 2011 - Present
Lincoln Public Schools 2007 - 2010
South Hadley Public Schools September 2005 - August 2007
Amherst Public Schools September 2004 - August 2005
Ladenburg Thalmann November 2001 - April 2002
Prudential Securities February 2001 - November 2001
J.P. Morgan July 2000 - February 2001
Skills
Editing, Online Publishing, Editorial, Writing, Teaching, Project Management, Differentiated..., Book Design, Web Content Creation, Textbooks, Education, Elementary Education, Teacher Training, Publications, Publishing, Instructional Design, Content Development, Content Management, Copy Editing
Education
Bank Street College 2002 — 2004
MS, Education
Skidmore College 1996 — 2000
BA, English
South Hadley High School
Alger Associates December 2008 - Present
Millipore Corporation September 1997 - September 2010
NTR Acquisition Company January 2007 - January 2009
Opteum, Inc. January 2003 - July 2007
J.P. Morgan 1973 - 1997
Skills
Governance, Leadership, Corporate Governance, Due Diligence, Change Management, Business Strategy, Mergers & Acquisitions, Management Consulting, Risk Management, Mergers, Team Leadership, Strategy, Program Management, Strategic Planning, Nonprofits
Education
Smith College 1969 — 1973
BA, American Studies
J.P. Morgan August 2010 - Present
Smith Barney August 2005 - August 2010
Smith Barney March 2003 - August 2010
Citigroup Smith Barney March 1993 - August 2010
Kidder Peabody & Co., Inc. October 1982 - March 1993
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Retirement, Financial Analysis, Investment Management, Alternative Investments, Wealth, Series 7, Equities, Series 63, Fixed Income, Asset Allocation, Securities, Retirement Planning, Investment Advisory, Asset Management, Investments, Financial Services, ETFs, Hedge Funds, Estate Planning, Financial Planning, Bonds, 401k
Education
Skidmore College 1978 — 1982
BA, psychology, spanish
Scarsdale High School 1977 — 1979
J.P. Morgan August 2013 - Present
Two River Community Bank September 2010 - September 2011
PUMA North America Inc May 2009 - April 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Credit, Investments, Microsoft Office, Fixed Income, Microsoft Word, Financial Modeling, Customer Service, Banking, Accounting, Outlook, Project Management, Access, Data Analysis
Education
Monmouth University: Leon Hess Business School 2011 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance; Information Technology
Seton Hall University 2007 — 2010
Finance, General
Ocean Township High School 2003 — 2007
UBS Wealth Management 2004 - Present
J.P. Morgan 1998 - 2004
Education
Smith College
Bachelor of Arts (B.A.)
Yale School of Management
Master of Business Administration (MBA)
Ovako Group August 2015 - Present
Real Estate Investor / Venture Capitalist December 2004 - Present
Commercial Metals Company August 2012 - August 2015
MetroTex July 2010 - August 2015
Fidelity Investments June 2007 - July 2010
J.P. Morgan June 2004 - June 2007
Skills
MS Project, Management, New Business Development, Business Development, Direct Sales, Training, Contract Negotiation, Human Resources, Account Management, Sales Management, Applicant Tracking..., Customer Service, Building Relationships, Selling, Sales, Customer Satisfaction, Marketing, Project Management, Process Improvement, Sales Operations, Negotiation, Budgets, Cold Calling, Sourcing, CRM, Program Management, Team Building, Strategy, Project Planning, Pricing, Product Development, Marketing Strategy
Education
University of Houston 2011 — 2013
Master's degree, Construction Project Management
Tarleton State University 2000 — 2004
Marketing, Bachelor Business Administration in Marketing
Southern Arkansas University
Coleman High School 1999 — 2000
Pearland High School 1996 — 1999
Barclays Wealth and Investment Management June 2014 - Present
J.P. Morgan February 2012 - June 2014
Chase August 2011 - January 2012
The Ayco Company, L.P. June 2010 - August 2011
The Ayco Company, L.P. June 2009 - April 2010
Skills
PowerPoint, Excel, Microsoft Office, Financial Planning, Morningstar, Workstations, Series 7, Series 66, Licensed Life & Health..., Analysis, Stata
Education
Siena College 2006 — 2010
B.A., Major in Economics and a Minor in Business Administration
The Danish Institute for Study Abroad 2009 — 2009
International Business and Economics
J.P. Morgan April 2014 - Present
Capital One February 2011 - Present
Cognizant Technology Solutions September 2003 - January 2011
Skills
COBOL, CICS, DB2, JCL, VSAM, Easytrieve, Endevor, CA7, Changeman, Fileaid, TWS, MQSeries, TSYS, VisionPLUS, Core Java, JavaScript, EJB
Education
Symbiosis institute of Management Studies 2007 — 2009
Corporate MBA, Information Technology
Shanmugha Arts, Science, Technology and Research Academy 1999 — 2003
B.E., Information Technology
Ubiterra Corporation July 2012 - Present
Athena Real Estate, LLC July 2004 - Present
FelCor Lodging Trust 2001 - 2004
GE Capital 1994 - 2001
J.P. Morgan 1992 - 1994
KPMG 1984 - 1992
Skills
Capital Markets, Investments, Venture Capital, Restructuring, Financial Structuring, Joint Ventures, Strategic Financial..., Finance, Investment Properties, Commercial Real Estate, Debt Restructuring, Property Management, Asset Managment, Portfolio Management, Real Estate Economics, Due Diligence, Mergers, Real Estate, Real Estate Development, Equities, Real Estate Transactions, Valuation, Asset Management, Real Estate Financing, Corporate Real Estate, Private Equity, Property, Disposition, Financial Services, Capital, Acquisitions, Commercial Mortgages, Location Intelligence, Structured Finance, Business Development, Banking, Financial Modeling, IPO, Mezzanine, Funding, Private Placements, Real Estate Private..., Leases, Mergers
Education
Siena College 1980 — 1984
B.B.A., Accounting
J.P. Morgan December 2013 - Present
Bank of America January 2012 - Present
Bank of America May 2011 - December 2012
Wachovia, A Wells Fargo Company August 2009 - December 2011
Wells Fargo Home Mortgage October 2007 - June 2008
Time Warner Cable March 2004 - April 2006
Exult October 2001 - February 2003
Cingular Wireless February 1998 - September 2001
First Union National Bank October 1995 - December 1997
United States Navy June 1987 - October 1995
Skills
Outlook, PeopleSoft, Project Management, Change Management, Business Objects, Business Process Mapping, Access, Analysis, Microsoft Excel, Quality Assurance, Training, Databases, Forecasting, Team Building, SAS, Microsoft Office, Strategic Planning, SDLC, Process Improvement, Auditing, Six Sigma, Vendor Management, Customer Service, Business Analysis, Microsoft Word, Microsoft SQL Server, Team Leadership, Banking, Business Intelligence, Accounts Payable, Troubleshooting, Relationship Management, Call Center, Cross-functional Team..., Risk Management, Program Management, Business Process, SharePoint, Call Centers, Management, Software Documentation, Visio, Data Analysis, Project Planning, Strategy, Leadership
Education
Penn State University 2013 — 2015
Bachelor of Science (B.Sc.), Economics
South Carolina State University 1990 — 1993
Chemistry
Orangeburg Wilkinson High 1983 — 1987
Infrared Concepts Corporation February 2015 - Present
Construction Data Company November 2012 - January 2015
American Express October 2010 - January 2013
Quill October 2008 - October 2010
J.P. Morgan August 2005 - September 2008
Skills
Marketing, Sales, B2B, Sales Management, Cold Calling, Customer Service, Direct Sales, Marketing Strategy, New Business Development, Sales Process, Salesforce.com, Account Management, Sales Presentations, Team Building, Management, Sales Operations, Business Development
Education
Seminole State College of Florida
J.P. Morgan 2013 - Present
LUDO LITTLE STAR 2010 - Present
Morgan Stanley 2005 - 2010
Morgan Stanley 2002 - 2005
Skills
Finance, Mainframe, Dividends, Mutual Funds, Team Leadership, Financial Audits, Account Reconciliation, Accounting, Business Strategy, Accounts Payable &..., Wealth Management, Omnibus, TRADE CORRECTIONS, Client Relations, Global Client Management, P&L Management, Employee Training, Team Management, Team Building, Investments, Account Management, Data Analysis, Business Analysis, Financial Analysis, Financial Reporting, Communication, Organizational..., Strategic Communications, Risk Assessment, New Business Development, Small Business, Fitness, Nutrition, Bloomberg, Financial Modeling, Management, Valuation, Capital Markets, Investment Banking, Derivatives, Corporate Finance, Fixed Income
Education
Siena College 1997 — 2001
BS, Finance
Horizon Asset Limited June 2015 - Present
Greyson Capital Management June 2012 - May 2015
J.P. Morgan June 2011 - August 2011
Truston Asset Management January 2010 - June 2010
truston asset management January 2009 - December 2009
NHN July 2004 - February 2008
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Seoul National University 2002 — 2009
BA
Seoul National University 2002 — 2008
Citi April 2015 - Present
J.P. Morgan September 2012 - April 2015
High 5 Games July 2012 - September 2012
Keane January 2007 - July 2012
Infosys Technologies 2000 - 2005
Education
Shanmugha Arts, Science, Technology and Research Academy 1995 — 1999
B.E, EEE
Shanmugha College of Engineering 1995 — 1999
B.E, ECE
St.mary's high school
St.mary's high school
St.mary's high school
St.mary's high school
St.mary's high school
St.mary's high school
J.P. Morgan October 2014 - Present
GE Capital June 2013 - September 2014
GE Capital July 2012 - September 2014
GE Capital August 2010 - July 2012
GMAC October 2008 - July 2010
CIT February 2008 - September 2008
CIT August 2005 - February 2008
Skills
ALM, Funds Transfer Pricing, Corporate FP&A, Finance, Treasury, Treasury Management, Financial Modeling, Capital Markets, Financial Analysis
Education
Seton Hall University 2001 — 2005
Bachelor of Science (B.S.), Finance, General
FLHS 1998 — 2001
BB&T Capital Markets April 2013 - Present
J.P. Morgan June 2007 - March 2013
Education
University of Virginia Darden School of Business 2006 — 2008
Master of Business Administration (M.B.A.)
Sewanee-The University of the South 1995 — 1999
Bachelor's Degree
Barclays Investment Bank May 2015 - Present
JPMorgan Chase & Co. April 2014 - May 2015
J.P. Morgan April 2013 - March 2014
J.P. Morgan February 2011 - March 2013
Piper Jaffray November 2009 - November 2010
Goldman Sachs Asset Management September 2000 - October 2009
Prudential Investments October 1993 - September 2000
Skills
Asset Managment, Bloomberg, Equities, Hedge Funds, Internal Controls, Investment Banking, Portfolio Management, Trading, Asset Management, Derivatives, Electronic Trading, Equity Trading, Financial Services, Options, Strategy, Alternative Investments, Capital Markets, Investments, Fixed Income
Education
Seton Hall University 1992 — 1995
MBA, Finance
The College of New Jersey 1990 — 1993
bs
J.P. Morgan January 2014 - Present
J.P. Morgan February 2003 - January 2014
Ark Asset Management June 1989 - December 2002
Ark Asset Management June 1989 - January 1998
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance and International Business
Skidmore College 1985 — 1989
BA, Business
London School of Economics 1987 — 1988
Economics
Kroll Bond Rating Agency, Inc. July 2013 - November 2014
Fitch Ratings January 2012 - April 2013
Margaret Cannella (Adjunct Professor at Columbia Business School) January 2010 - December 2011
Argus Research April 2008 - April 2009
J.P. Morgan August 2005 - February 2008
J.P. Morgan December 2003 - December 2005
J.P. Morgan December 2002 - December 2003
J.P. Morgan March 2001 - December 2002
J.P. Morgan October 1999 - March 2001
Mitchell Madison Group June 1998 - August 1999
Skills
Financial Modeling, Capital Markets, Valuation, Fixed Income, Asset Management, Finance, Trading, Credit Risk, Hedge Funds, Credit Derivatives, Bonds, Credit Analysis, Equity Research, Emerging Markets, Analysis, Aircraft Finance, Airline Economics
Education
Smith College 1995 — 1998
B.A, Economics
Chase Credit Training 1999 — 1999
Bank of America January 2015 - Present
J.P. Morgan October 2013 - December 2014
Morgan Stanley 2005 - September 2013
American Stock Exchange 2004 - 2005
D'Amato & Lynch, LLP 2001 - 2004
Skills
Hedge Funds, Alternative Investments, Securities Lending, Prime Brokerage, Derivatives Clearing, Collateral Management
Education
Governor Livingston
High School
Rutgers College
Bachelor of Arts (BA), Political Science and Government
Seton Hall Law School
J.D.
Wells Fargo 2012 - Present
Multiple Clients 2011 - 2012
BNP Paribas 2009 - 2011
BNP Paribas 2005 - 2009
BNP Paribas 2004 - 2005
BNP Paribas 2001 - 2004
J.P. Morgan 1999 - 2001
Merrill Lynch 1997 - 1999
Merrill Lynch 1997 - 1999
Skills
Credit Trading, Risk Management, Market Risk, Front Office, Risk Analysis, Risk Assessment, Risk Management Systems, Market Research, Product Strategy, Portfolio Strategy, Fixed Income Products, Credit Derivatives, CDS, Hedging, Fixed Income, Derivatives, Bonds, Risk, Relative Value, Bloomberg, Capital Markets, Financial Markets, Proprietary Trading, Credit, Volatility, Portfolio Management
Education
Suffolk University
Master of Science in Finance
Siena College
Bachelor of Science in Finance
Bank of America November 1994 - Present
J.P. Morgan 1991 - 1994
CItytrust Bank 1978 - 1991
Skills
Asset Based Lending, Mortgage Lending, Commercial Banking, Credit Risk, Underwriting, Consumer Lending, Workout
Education
University of Virginia 1984 — 1986
Southern Connecticut State University 1973 — 1977
Bachelor of Arts (B.A.)
J.P. Morgan July 2012 - Present
Education
Skidmore College 1999 — 2003
BS, Computer Science
The Depository Trust & Clearing Corporation May 2014 - Present
J.P. Morgan January 2010 - May 2014
Morgan Stanley February 2006 - December 2009
Morgan Stanley January 1999 - January 2006
Morgan Stanley January 1996 - January 1999
Morgan Stanley January 1995 - January 1996
Morgan Stanley April 1989 - January 1995
Skills
Equities, Derivatives, Management, Fixed Income, SDLC, Investment Banking, IT Strategy, Trading Systems, Prime Brokerage, Project Management, Financial Services, Securities, Collateral Management, Hedge Funds, Capital Markets, Market Data, Equity Derivatives, Options, Electronic Trading
Education
Sophia University 1985 — 1989
JPMorgan Chase August 2013 - Present
J.P. Morgan October 2010 - Present
Societe Generale March 2009 - October 2010
Citigroup May 2001 - March 2009
Skills
Credit Analysis, Risk Management, Capital Markets, Due Diligence, Financial Risk, Derivatives, Financial Analysis, Credit Risk, Credit, Portfolio Management, Finance, Asset Management, Loans, Mergers & Acquisitions, Private Equity, Financial Structuring, Trading
Education
Wilkes University 1989 — 1992
MBA, Business Management
Slippery Rock University of Pennsylvania 1982 — 1986
BSBA, Business
AIG May 2013 - Present
Bloomberg LP April 2009 - May 2013
J.P. Morgan May 2008 - April 2009
Bear Stearns Investment Bank May 2007 - May 2008
Pfizer August 2001 - May 2007
Pfizer 2001 - 2006
SCIREX Corporation June 1997 - August 2001
Skills
Derivatives, Portfolio Management, Financial Modeling, Capital Markets, Financial Services, Valuation, Bloomberg, SAS
Education
University of Illinois at Chicago 1992 — 1998
Doctor of Philosophy (Ph.D.), Generalized Linear and Non-linear Mixed-Effects Models, Generalized Estimating Equations (GEE)
Xi'an Jiaotong University 1989 — 1992
Master's degree, Set-Valued Stochastic Processes
Shaanxi Normal University 1983 — 1987
Bachelor's degree, Mathematics
Ernst & Young July 2012 - Present
Ernst & Young June 2005 - July 2012
J.P. Morgan August 2000 - June 2005
Skills
Financial Services, Auditing, Management, Internal Controls, Internal Audit, Financial Risk, Sarbanes-Oxley Act, Business Process...
Education
Thunderbird School of Global Management 1994 — 1995
Master of Business Administration (M.B.A.), International Business
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Science in Business Administration, International Business
UBS Private Wealth Management September 2014 - Present
J.P. Morgan May 2010 - August 2014
Bernstein Global Wealth Management June 2007 - May 2010
Morgan Stanley December 2006 - April 2007
Morgan Stanley June 2006 - December 2006
Education
Sewanee-The University of the South 2002 — 2006
Safra National Bank of New York February 2011 - Present
J.P. Morgan January 2006 - February 2011
Itau Securities January 2004 - September 2004
Safdie Investment Services - a subsidiary of Banque Safdie November 1994 - January 2004
Delta National Bank & Trust Co. of New York June 1989 - November 1994
Skills
Investments, Series 7, Trading, Portfolio Management, Emerging Markets, Fixed Income
Education
Seton Hall University 1983 — 1987
B.S., Finance
Fidelity Investments July 2009 - Present
J.P. Morgan June 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Fixed Income
Education
University of Pennsylvania 2005 — 2009
BA
Singapore Management University
J.P. Morgan June 2010 - Present
AllianceBernstein June 2007 - August 2010
Morgan Stanley June 2006 - June 2007
Education
Sewanee-The University of the South 2002 — 2006
BA, Philosophy
J.P. Morgan August 2011 - October 2015
Prairie Financial Services June 2010 - August 2011
R.A. Faganel Builders, Inc. 2004 - 2008
Trust Company of Illinois May 1993 - January 2002
Gary Wheaton Bank 1990 - 1993
Skills
Administrative..., Financial Services, Mutual Funds, Management, Accounting
Education
Slippery Rock University of Pennsylvania
B.S., Education
J.P. Morgan April 2015 - Present
University of Wisconsin-Madison January 2010 - August 2014
Novartis May 2012 - August 2012
Skills
Matlab, Statistics, SAS, Data Analysis, R, Perl, Java
Education
University of Wisconsin-Madison 2010 — 2014
Doctor of Philosophy (Ph.D.), statistics, 3.8/4
University of Wisconsin-Madison 2010 — 2013
Master of Science (M.S.), Computer Science, 3.9/4
Shanghai Jiao Tong University 2004 — 2008
Bachelor of Science (B.S.), Mathematics
Goldman Sachs March 2015 - Present
J.P. Morgan October 2013 - February 2015
J.P. Morgan December 2010 - October 2013
J.P. Morgan April 2009 - December 2010
Bear Stearns/J.P. Morgan February 2008 - April 2009
Skills
Microsoft Excel, Bloomberg, Valuation, Financial Analysis, PowerPoint, Microsoft Office, Data Entry, Risk Management, Due Diligence, Analysis, Data Analysis, Access, Microsoft Word, Customer Service, Middle Office, Management, Corporate Finance
Education
Siena College 2004 — 2007
BS, Finance
Siena College
B.S, Finance
Patterson Golf Club March 2013 - Present
Yerwood Center Inc 2014 - 2015
Yerwood Center Inc 2014 - 2015
Yerwood Center Inc 2014 - 2015
Church of Christ in Stamford May 2009 - August 2012
The McIntyre Group 2006 - 2010
J.P. Morgan December 2007 - March 2009
Skills
Microsoft Excel, Project Management, Microsoft Word, Sales, Public Speaking, Research, Budgets, Marketing, Social Media, Team Building
Education
The University of Connecticut School of Business 2015 — 2019
Certification on Project Management Professional, Career development and marketing brand name
Southern Connecticut State University 2001 — 2006
Bachelor's degree, Accounting and Business/Management
Merrill Lynch February 2014 - Present
Moore Capital Management September 2013 - December 2013
J.P. Morgan January 2013 - September 2013
T3 Trading Group, LLC August 2011 - October 2012
First Wall St. Capital-MEAA February 2011 - May 2011
HSBC December 2010 - January 2011
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Equity Research, Capital Markets, Equities, Derivatives, Valuation, Fixed Income, Trading, Investments, Investment Banking
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 2010 — 2011
Master Science of Business Administration, Accounting and Finance
Shandong University 2006 — 2010
Bachelor's degree, Finance, General
Mercuria Energy Trading S.A. October 2014 - March 2015
J.P. Morgan April 2007 - September 2014
AGL Resources September 2002 - April 2007
Reliant Energy April 1995 - June 2002
Skills
Derivatives, Trading, Commodity, Hedging, Valuation, Commodity Markets, Risk Management, Options, Asset Managment, Portfolio Management, Trading Systems, Financial Markets, Hedge Funds, Natural Gas, Financial Risk, Fixed Income, Financial Modeling, Capital Markets, Investment Banking, Equities, Asset Management, Mergers & Acquisitions, Due Diligence, Financial Structuring, Market Risk, Structured Products, Swaps, Energy Markets, Leadership
Education
Southeastern Louisiana University 1987 — 1989
Bachelor of Arts (B.A.), Economics
Southwest Mississippi Community College 1985 — 1986
Citi 2013 - 2014
Citi 2012 - 2013
Citi August 2011 - January 2012
Citi June 2009 - July 2011
J.P. Morgan June 2008 - August 2008
Citi June 2007 - August 2007
Skills
Commercial Banking, Cross Selling, Credit, People Management, Client Engagement, Business Strategy, Collaborative Problem..., Consultative Selling, Financial Advisory, Highly Analytical, Analytical Skills, Customer Engagement, Financial Analysis, Investments, Management, Selling, Mergers & Acquisitions, Derivatives
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Virginia 2007 — 2009
Bachelor of Science (BSc) in Commerce
Singapore Management University 2005 — 2006
BSc
J.P. Morgan September 2007 - September 2010
Magellan Health Services February 2006 - September 2007
Murray Law Firm, P.S. January 2002 - September 2006
Education
Southeastern Louisiana University 1997 — 2000
bachelor of arts, Criminal Justice
J.P. Morgan 1996 - Present
Education
Slippery Rock University of Pennsylvania 1989 — 1994
J.P. Morgan January 2015 - Present
J.P. Morgan February 2014 - January 2015
J.P. Morgan Securities February 2013 - January 2014
JPMorgan Chase Bank August 2010 - February 2013
JPMorgan Chase Bank July 2009 - August 2010
KemperSports Management May 2008 - August 2008
Skills
Loans, Financial Modeling, Capital Markets, Financial Analysis, Syndications, Loan Origination, Credit Risk, Credit Analysis, Commercial Banking, Credit, Underwriting, Derivatives, Banking, Commercial Lending
Education
Seton Hall University 2005 — 2009
B.S., Finance, Accounting
Glenbrook South High School 2001 — 2005
Bank of America May 2015 - Present
J.P. Morgan May 2013 - May 2015
George Washington University January 2012 - March 2013
Tech Mahindra Ltd July 2007 - August 2010
Skills
Linux, Unix Shell Scripting, Wireshark, Routing Protocols, Load Balancers, TCP/IP, Cisco Routers, Cisco Switches, Cisco ASA, Cisco ACE/GSS/CSS, Network Security, OSPF, EIGRP, F5 BigIP LTM, F5 BigIP, F5 BigIP GTM
Education
The George Washington University 2010 — 2011
Master of Science, Telecommunication and Computers
Shivaji University 2003 — 2007
B.E., Electronics
Entergy September 2006 - December 2013
Parish National Bank February 2006 - September 2006
J.P. Morgan April 2004 - January 2006
Skills
Labor Relations, Workforce Planning, PeopleSoft, Human Resources, Employee Benefits, Training, Onboarding, Recruiting, Interviews, Payroll, Management, Policy, Customer Service, Time Management, Vendor Management, Hiring, Employee Relations, Deferred Compensation, Succession Planning
Education
Southeastern Louisiana University 2000 — 2005
Management, Human Resource and General Management
J.P. Morgan September 2012 - Present
Goldman Sachs February 2010 - September 2012
Polytechnic Institute of New York University September 2008 - September 2009
Skills
C++, Boost C++, Multithreaded..., Sybase SQL Anywhere, SQL DB2, Trading Systems, Unix Shell Scripting, Perl, Unix, Linux, Derivatives, Fixed Income, Quantitative Analytics, Low Latency
Education
Polytechnic Institute of New York University 2008 — 2009
Master, Electrical and Computer Engineering
Shanghai Jiao Tong University 2004 — 2008
Bachelor, Electrical Engineering
Chengdu shishi middle school 1998 — 2004
UBS August 2014 - Present
PricewaterhouseCoopers November 2013 - July 2014
J.P. Morgan August 2013 - September 2013
Education
Seton Hall University 2012 — 2014
Master of Business Administration (MBA), Finance and Management
University of Miami 2009 — 2011
Bachelor of Arts (B.A.), History
Colorado Rapids Youth Soccer Club April 2015 - Present
Colorado Rapids Youth Soccer Club May 2014 - April 2015
Colorado Rapids Youth Soccer Club May 2013 - May 2014
Fugees Family, Inc. August 2012 - April 2013
Fugees Family, Inc. September 2010 - August 2012
Soccer Without Borders June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Point Reyes National Seashore June 2008 - August 2008
Richards, Bird & Kump May 2006 - August 2006
Skills
Youth Development, Fundraising, Grant Writing, Volunteer Management, Public Speaking, Non-profit..., Conflict Resolution, Project Management, Coaching, Problem Solving, Research, Community Outreach, Program Evaluation, Grants, Tutoring, Database Admin, Social Media, Non-profit Program..., Team Building, Team Leadership, Community Organizing, Volunteer Recruiting, Donor Engagement, Advocacy, Donor Recognition, Writing, Event Planning, Donor Management, Database Management, Microsoft Office, iMovie, Program Development, Editing
Education
Smith College 2006 — 2010
BA, Economics, International Relations
Nature's One, Inc. March 2015 - Present
Nature's One, Inc. March 2013 - March 2015
Nature's One, Inc. 2015 - 2015
Keller Williams Realty - Greater Columbus June 2012 - January 2013
Nature's One, Inc. February 2011 - June 2012
J.P. Morgan 2010 - 2011
K.C. Berkshire Inc. 2009 - 2010
Skills
Marketing, Sales, Business Development, Market Research, CRM, Marketing Research, Strategic Planning, Market Planning, Account Management, Marketing Management, Marketing Strategy, Strategy, EDI, Direct Marketing, Financial Services, Marketing Communications, Project Management, Market Analysis, Vendor Management, Banking, Social Media Marketing, Online Advertising, Pricing, Accounting, Office Management
Education
Shippensburg University of Pennsylvania
Bachelor of Science (B.S.), Business Administration and Management, General
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase & Co. 2007 - 2014
J.P. Morgan 2005 - 2007
CIC - Creative Information Concepts 1994 - 2005
Skills
Experience in Business...
Education
Simmons College Graduate Studies
Mid-Manager Development Program
University of Massachusetts, Amherst
Bachelor's Degree, B.S. in Regional Planning and Environmental Design
Universtiy of Massachusetts, Lowell
Technical Communications Graduate Studies
Corporation Service Company May 2004 - Present
J.P. Morgan September 2002 - May 2004
Wheeler, Wolfenden & Dwares, P.A. November 1998 - September 2002
Skills
Month End Close, Year-end Close, Variance Analysis, Supervision, Financial Audits, Account Reconciliation, Ad Hoc Reporting, Budgets, Budget Process, Process Improvement, Journal Entries, Treasury, Microsoft Office, Oracle E-Business Suite, Sales & Use Tax, Consolidated Financial..., International Accounting
Education
Slippery Rock University of Pennsylvania 1989 — 1993
Bachelor of Science (BS), Accounting