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.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Dalton Gooding Dalton Gooding's J.P. Morgan Experience January 2014 - Present
Job Vice President Client Implementation Project Manager at J.P. Morgan
Industry Management Consulting
Experience
J.P. Morgan January 2014 - Present
Capco 2009 - December 2013
JPMorgan Chase 2007 - 2009
JPMorgan Chase September 2006 - September 2007
Nielsen 2004 - 2006
Skills
Strategy, Business Process..., Portfolio Management, Business Intelligence, Process Improvement, Analysis, Financial Services, Finance, Capital Markets, Management, Mergers & Acquisitions, Investment Banking, Visio, Bloomberg, Analytics, Investments, Securities, PMO, Forecasting, Trading, Management Consulting
Education
Temple University - Fox School of Business and Management 2000 — 2004
BBA, Finance
J.P. Morgan January 2014 - Present
Capco 2009 - December 2013
JPMorgan Chase 2007 - 2009
JPMorgan Chase September 2006 - September 2007
Nielsen 2004 - 2006
Skills
Strategy, Business Process..., Portfolio Management, Business Intelligence, Process Improvement, Analysis, Financial Services, Finance, Capital Markets, Management, Mergers & Acquisitions, Investment Banking, Visio, Bloomberg, Analytics, Investments, Securities, PMO, Forecasting, Trading, Management Consulting
Education
Temple University - Fox School of Business and Management 2000 — 2004
BBA, Finance
Matthew Burkhardt Matthew Burkhardt's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Marsh July 2013 - May 2015
NSM Insurance Group December 2012 - July 2013
Skills
Insurance, PowerPoint, Property & Casualty..., Microsoft Office, Microsoft Word, Risk Management, General Insurance, Underwriting, Brokers, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General; Risk Management and Insurance
J.P. Morgan June 2015 - Present
Marsh July 2013 - May 2015
NSM Insurance Group December 2012 - July 2013
Skills
Insurance, PowerPoint, Property & Casualty..., Microsoft Office, Microsoft Word, Risk Management, General Insurance, Underwriting, Brokers, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General; Risk Management and Insurance
Kyle Domler Kyle Domler's J.P. Morgan Experience October 2013 - Present
Job Depositary Receipts JPMorgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
J.P. Morgan May 2013 - October 2013
Kaiserman Company August 2011 - April 2012
Kaiserman Company May 2011 - August 2011
School District of Philadelphia July 2010 - November 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Market Research, Strategic Planning, Negotiation, Internet, iPhone, Spreadsheets, Process Improvement, Finance, Data Analysis, Financial Accounting, Investments
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance
RHAM High School
J.P. Morgan October 2013 - Present
J.P. Morgan May 2013 - October 2013
Kaiserman Company August 2011 - April 2012
Kaiserman Company May 2011 - August 2011
School District of Philadelphia July 2010 - November 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Market Research, Strategic Planning, Negotiation, Internet, iPhone, Spreadsheets, Process Improvement, Finance, Data Analysis, Financial Accounting, Investments
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance
RHAM High School
Jose Z. Ibarra Estrella's J.P. Morgan Experience April 2013 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Merrill Lynch April 2006 - April 2013
Citi October 1998 - April 2006
Skills
Equities, Fixed Income, Series 7, Portfolio Management, Capital Markets, Wealth Management, Investments, Investment Banking, Hedge Funds, Alternative Investments, Derivatives, Asset Management
Education
Tecnológico de Monterrey
Bachelor of Science (BSc), Management Information Systems, General
Universidad Iberoamericana, Ciudad de México
Master of Business Administration (MBA)
J.P. Morgan April 2013 - Present
Merrill Lynch April 2006 - April 2013
Citi October 1998 - April 2006
Skills
Equities, Fixed Income, Series 7, Portfolio Management, Capital Markets, Wealth Management, Investments, Investment Banking, Hedge Funds, Alternative Investments, Derivatives, Asset Management
Education
Tecnológico de Monterrey
Bachelor of Science (BSc), Management Information Systems, General
Universidad Iberoamericana, Ciudad de México
Master of Business Administration (MBA)
Sergio Carrillo Sergio Carrillo's J.P. Morgan Experience August 2015 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2015 - Present
Meliora Capital January 2012 - Present
J.P. Morgan May 2014 - August 2014
San Antonio Hispanic Chamber of Commerce May 2013 - August 2013
Columbus de México July 2012 - September 2012
Banamex June 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Word, Statistics, Econometrics, Economics, Public Speaking, Teamwork, Matlab
Education
University of Rochester 2011 — 2015
Bachelor of Arts (B.A.), Financial Economics & Mathematics, 3.8
Tecnológico de Monterrey 2008 — 2011
High School, International Baccalaureate, 97/100
J.P. Morgan August 2015 - Present
Meliora Capital January 2012 - Present
J.P. Morgan May 2014 - August 2014
San Antonio Hispanic Chamber of Commerce May 2013 - August 2013
Columbus de México July 2012 - September 2012
Banamex June 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Word, Statistics, Econometrics, Economics, Public Speaking, Teamwork, Matlab
Education
University of Rochester 2011 — 2015
Bachelor of Arts (B.A.), Financial Economics & Mathematics, 3.8
Tecnológico de Monterrey 2008 — 2011
High School, International Baccalaureate, 97/100
Jonathan Shelon's J.P. Morgan Experience December 2011 - Present
Job CIO, Specialized Strategies Team at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2011 - Present
Fidelity Investments April 2001 - June 2011
Callan Associates July 1998 - March 2001
Milliman May 1993 - May 1998
Skills
Portfolio Management, Investments, Fixed Income, Equities, Derivatives, Asset Allocation, Bloomberg, Financial Modeling, Hedge Funds, Asset Management, Risk Management, Valuation, Alternative Investments, Financial Risk, Investment Strategies
Education
Temple University - Fox School of Business and Management 1990 — 1994
Bachelor of Business Administration (BBA), Actuarial Science
J.P. Morgan December 2011 - Present
Fidelity Investments April 2001 - June 2011
Callan Associates July 1998 - March 2001
Milliman May 1993 - May 1998
Skills
Portfolio Management, Investments, Fixed Income, Equities, Derivatives, Asset Allocation, Bloomberg, Financial Modeling, Hedge Funds, Asset Management, Risk Management, Valuation, Alternative Investments, Financial Risk, Investment Strategies
Education
Temple University - Fox School of Business and Management 1990 — 1994
Bachelor of Business Administration (BBA), Actuarial Science
Joseph Hess, CFA Joseph Hess, CFA's J.P. Morgan Experience June 2008 - December 2008
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 2012 - Present
Vanguard September 2010 - January 2012
Vanguard July 2009 - September 2010
J.P. Morgan June 2008 - December 2008
Skills
Financial Analysis, Mutual Funds, Risk Management, Series 63, Investments, Portfolio Management, Series 6, Asset Managment, Series 7, Asset Management, Finance, Financial Services, Fixed Income
Education
Temple University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance Risk Management & Insurance, Magna Cum Laude
Vanguard February 2012 - Present
Vanguard September 2010 - January 2012
Vanguard July 2009 - September 2010
J.P. Morgan June 2008 - December 2008
Skills
Financial Analysis, Mutual Funds, Risk Management, Series 63, Investments, Portfolio Management, Series 6, Asset Managment, Series 7, Asset Management, Finance, Financial Services, Fixed Income
Education
Temple University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance Risk Management & Insurance, Magna Cum Laude
Chris Mottershead's J.P. Morgan Experience April 2013 - September 2015
Job Senior Vice President RFP Manager at U.S. Trust
Industry Investment Management
Experience
U.S. Trust September 2015 - Present
J.P. Morgan April 2013 - September 2015
ING Investment Management June 2011 - April 2013
Mutual of America Capital Management Corporation April 2008 - June 2011
Lincoln Financial Distributors January 2007 - April 2008
Temple University Hospital May 2006 - January 2007
AXA Advisors December 2004 - May 2006
Skills
Investments, Finance, Marketing, Leadership, Series 63, Mutual Funds, Financial Markets, Defined Contribution, LDI, 529 Plans, Outsourced CIO, Technical Writing, Asset Allocation, Investment Policy..., FINRA, Alternative Investments, Series 7, Relationship Management, Investment Management
Education
Temple University - Fox School of Business and Management
Bachelor, Business Administration - Concentraion in Finance
Cheltenham High School
U.S. Trust September 2015 - Present
J.P. Morgan April 2013 - September 2015
ING Investment Management June 2011 - April 2013
Mutual of America Capital Management Corporation April 2008 - June 2011
Lincoln Financial Distributors January 2007 - April 2008
Temple University Hospital May 2006 - January 2007
AXA Advisors December 2004 - May 2006
Skills
Investments, Finance, Marketing, Leadership, Series 63, Mutual Funds, Financial Markets, Defined Contribution, LDI, 529 Plans, Outsourced CIO, Technical Writing, Asset Allocation, Investment Policy..., FINRA, Alternative Investments, Series 7, Relationship Management, Investment Management
Education
Temple University - Fox School of Business and Management
Bachelor, Business Administration - Concentraion in Finance
Cheltenham High School
Annette Osband's J.P. Morgan Experience January 1989 - March 1994
Job Mathematics Teacher, Curriculum Leader
Industry Primary/Secondary Education
Experience
Whitby School November 2011 - Present
Greenwich High School, Greenwich Public Schools November 2010 - October 2011
Credit Suisse March 1994 - March 1998
J.P. Morgan January 1989 - March 1994
Skills
Teacher Training, Staff Development, Higher Education, Curriculum Design, Curriculum Mapping, Mathematics Education, Secondary Education, Team Building, International Education, Leadership, Middle School, Algebra, Financial Markets, Nonprofits, Integrating Technology..., Fixed Income, Curriculum Assessment, Derivatives, Options, Emerging Markets, Inquiry-based Learning, Curriculum Innovation, Leadership Development, Teacher Mentoring, Education Policy, Educational Technology
Education
Columbia University Teachers College 2009 — 2011
Master of Arts (M.A.), Mathematics Education
University of Geneva 1984 — 1998
Bachelor of Science (BS), Econometrics and Quantitative Economics
Whitby School November 2011 - Present
Greenwich High School, Greenwich Public Schools November 2010 - October 2011
Credit Suisse March 1994 - March 1998
J.P. Morgan January 1989 - March 1994
Skills
Teacher Training, Staff Development, Higher Education, Curriculum Design, Curriculum Mapping, Mathematics Education, Secondary Education, Team Building, International Education, Leadership, Middle School, Algebra, Financial Markets, Nonprofits, Integrating Technology..., Fixed Income, Curriculum Assessment, Derivatives, Options, Emerging Markets, Inquiry-based Learning, Curriculum Innovation, Leadership Development, Teacher Mentoring, Education Policy, Educational Technology
Education
Columbia University Teachers College 2009 — 2011
Master of Arts (M.A.), Mathematics Education
University of Geneva 1984 — 1998
Bachelor of Science (BS), Econometrics and Quantitative Economics
Douglas Friese's J.P. Morgan Experience July 2014 - Present
Job Operations Analyst Development Program, JPMorgan
Industry Banking
Experience
J.P. Morgan July 2014 - Present
Pershing, a BNY Mellon company June 2013 - August 2013
Asset-Map, Inc. February 2013 - June 2013
AXA Advisors December 2012 - May 2013
ReminderMedia May 2012 - August 2012
Private Lessons June 2008 - May 2012
DL Media May 2010 - August 2010
Skills
Research, Editing, Writing, Technology, Data Mining, Social Media, Photoshop, Report Creation, Leadership, Analytical Skills, Microsoft Office, Cross-functional Team..., Sales, Marketing Communications
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration, Marketing, 3.63, Cum Laude
West Chester East High School 2005 — 2009
3.75
J.P. Morgan July 2014 - Present
Pershing, a BNY Mellon company June 2013 - August 2013
Asset-Map, Inc. February 2013 - June 2013
AXA Advisors December 2012 - May 2013
ReminderMedia May 2012 - August 2012
Private Lessons June 2008 - May 2012
DL Media May 2010 - August 2010
Skills
Research, Editing, Writing, Technology, Data Mining, Social Media, Photoshop, Report Creation, Leadership, Analytical Skills, Microsoft Office, Cross-functional Team..., Sales, Marketing Communications
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration, Marketing, 3.63, Cum Laude
West Chester East High School 2005 — 2009
3.75
Michael Sivalls Michael Sivalls's J.P. Morgan Experience June 2013 - September 2014
Job Operations Analyst at Susquehanna International Group, LLP (SIG)
Industry Capital Markets
Experience
Susquehanna International Group, LLP (SIG) September 2014 - Present
J.P. Morgan June 2013 - September 2014
Zarwin Baum September 2011 - June 2013
Skills
Collateral Management, Claim, Customer Service, Insurance, Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Securities Lending
Education
Temple University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Management Information Systems, 3.23
Riverdell Regional 2005 — 2008
High School Diploma
Susquehanna International Group, LLP (SIG) September 2014 - Present
J.P. Morgan June 2013 - September 2014
Zarwin Baum September 2011 - June 2013
Skills
Collateral Management, Claim, Customer Service, Insurance, Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Securities Lending
Education
Temple University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Management Information Systems, 3.23
Riverdell Regional 2005 — 2008
High School Diploma
Venida A Banks Venida A Banks's J.P. Morgan Experience February 1998 - September 2006
Job AVP Foreclosure Specialist at Bank of America
Industry Banking
Experience
Bank of America fka Countrywide Home Loans November 2009 - Present
Bank of America June 2007 - Present
Countrywide Home Loans June 2008 - November 2009
Countrywide Home Loans September 2007 - June 2008
Countrywide Home Loans June 2007 - June 2008
J.P. Morgan February 1998 - September 2006
J.P. Morgan Chase Bank January 2003 - January 2006
J.P. Morgan Chase Bank January 2001 - January 2006
J.P. Morgan Chase Bank January 1998 - January 2001
US Navy January 1980 - January 1985
Skills
Editing, Auditing, Insurance, Banking, Customer Service, Foreclosures, Training, Loans, Default, Commercial Banking, Investments, Data Analysis, Software Documentation, Loan Servicing, Real Estate, Risk Management, Finance, Credit Analysis, Credit, Commercial Real Estate, Budgets, Coaching, Policy, Management, Leadership, Microsoft Excel, Credit Risk, Portfolio Management, Strategic Planning, Process Improvement, Business Planning, Financial Analysis, Negotiation, Sales, Small Business, Research, Access, Executive Management, Team Building, Time Management, Business Analysis, Accounting, Outlook, Analysis, Business Development, Corporate Finance, Call Centers, Financial Modeling, Strategy, Team Leadership
Education
Tarrant County College 1984 — 1985
O.D. Wyatt High School 1975 — 1979
O.D. Wyatt High School 1975 — 1979
Diploma
Tarrant County College
Education
Bank of America fka Countrywide Home Loans November 2009 - Present
Bank of America June 2007 - Present
Countrywide Home Loans June 2008 - November 2009
Countrywide Home Loans September 2007 - June 2008
Countrywide Home Loans June 2007 - June 2008
J.P. Morgan February 1998 - September 2006
J.P. Morgan Chase Bank January 2003 - January 2006
J.P. Morgan Chase Bank January 2001 - January 2006
J.P. Morgan Chase Bank January 1998 - January 2001
US Navy January 1980 - January 1985
Skills
Editing, Auditing, Insurance, Banking, Customer Service, Foreclosures, Training, Loans, Default, Commercial Banking, Investments, Data Analysis, Software Documentation, Loan Servicing, Real Estate, Risk Management, Finance, Credit Analysis, Credit, Commercial Real Estate, Budgets, Coaching, Policy, Management, Leadership, Microsoft Excel, Credit Risk, Portfolio Management, Strategic Planning, Process Improvement, Business Planning, Financial Analysis, Negotiation, Sales, Small Business, Research, Access, Executive Management, Team Building, Time Management, Business Analysis, Accounting, Outlook, Analysis, Business Development, Corporate Finance, Call Centers, Financial Modeling, Strategy, Team Leadership
Education
Tarrant County College 1984 — 1985
O.D. Wyatt High School 1975 — 1979
O.D. Wyatt High School 1975 — 1979
Diploma
Tarrant County College
Education
Jacqueline Dewese's J.P. Morgan Experience January 2008 - October 2012
Job Vice President, Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
JP Morgan Securities LLC October 2012 - Present
J.P. Morgan January 2008 - October 2012
Bank of America July 2003 - January 2008
Education
Texas A&M University 1999 — 2002
Bachelor of Science, Economics
JP Morgan Securities LLC October 2012 - Present
J.P. Morgan January 2008 - October 2012
Bank of America July 2003 - January 2008
Education
Texas A&M University 1999 — 2002
Bachelor of Science, Economics
Travis Taunton Travis Taunton's J.P. Morgan Experience May 2015 - Present
Job Underwriting Associate at JPMorgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
JPMorgan Chase April 2014 - April 2015
JPMorgan Chase June 2012 - March 2014
JP Morgan Chase June 2011 - August 2011
Skills
Valuation, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Accounting, Data Analysis, Finance
Education
Texas A&M University 2008 — 2012
Finance
Stake Jesuit College Preparatory 2004 — 2008
J.P. Morgan May 2015 - Present
JPMorgan Chase April 2014 - April 2015
JPMorgan Chase June 2012 - March 2014
JP Morgan Chase June 2011 - August 2011
Skills
Valuation, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Accounting, Data Analysis, Finance
Education
Texas A&M University 2008 — 2012
Finance
Stake Jesuit College Preparatory 2004 — 2008
Elaine (Brichta) Marks Elaine (Brichta) Marks's J.P. Morgan Experience 1993 - 1997
Job Principal at LomarHR
Industry Human Resources
Experience
LomarHR 2014 - Present
Inspire Human Resources 2008 - 2009
Schroder & Co., Inc. 1997 - 2001
J.P. Morgan 1993 - 1997
Shearson Lehman Brothers 1991 - 1993
Education
University of Pennsylvania 1987 — 1991
Bachelor of Arts (BA), Psychology
Teachers College of Columbia University
Master of Arts (MA), Industrial and Organizational Psychology
LomarHR 2014 - Present
Inspire Human Resources 2008 - 2009
Schroder & Co., Inc. 1997 - 2001
J.P. Morgan 1993 - 1997
Shearson Lehman Brothers 1991 - 1993
Education
University of Pennsylvania 1987 — 1991
Bachelor of Arts (BA), Psychology
Teachers College of Columbia University
Master of Arts (MA), Industrial and Organizational Psychology
Grayson McCormack's J.P. Morgan Experience July 2015 - Present
Job PartTime Administrative Assistant
Industry Higher Education
Experience
J.P. Morgan July 2015 - Present
Pine Cove September 2013 - May 2015
Texas A&M University August 2011 - May 2015
Pine Cove May 2014 - August 2014
The Big Event at Texas A&M University 2013 - 2014
Pine Cove May 2013 - August 2013
Texas A&M University January 2013 - May 2013
The Big Event at Texas A&M University 2012 - 2013
Buchanan Technologies December 2012 - December 2012
Aggie B&B Finder August 2012 - December 2012
Skills
PowerPoint, Leadership, Event Planning, Social Media, Management, Microsoft Word, Blogging, Social Networking, Community Outreach, Event Management, Finance, Facebook, Editing, Social Media Marketing, Staff Development, Leadership Development, Strategic Planning, Microsoft Excel, Microsoft Office, Teamwork, Public Speaking, Team Building
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Trinity Christian Academy
J.P. Morgan July 2015 - Present
Pine Cove September 2013 - May 2015
Texas A&M University August 2011 - May 2015
Pine Cove May 2014 - August 2014
The Big Event at Texas A&M University 2013 - 2014
Pine Cove May 2013 - August 2013
Texas A&M University January 2013 - May 2013
The Big Event at Texas A&M University 2012 - 2013
Buchanan Technologies December 2012 - December 2012
Aggie B&B Finder August 2012 - December 2012
Skills
PowerPoint, Leadership, Event Planning, Social Media, Management, Microsoft Word, Blogging, Social Networking, Community Outreach, Event Management, Finance, Facebook, Editing, Social Media Marketing, Staff Development, Leadership Development, Strategic Planning, Microsoft Excel, Microsoft Office, Teamwork, Public Speaking, Team Building
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Trinity Christian Academy
Curt Chezem Curt Chezem's J.P. Morgan Experience 1990 - 2009
Job IT Project Manager at Universal American
Industry Information Technology and Services
Experience
Universal American November 2013 - Present
Situs 2011 - 2013
J.P. Morgan 1990 - 2009
Skills
Business Analysis, Change Management, Banking, Vendor Management, Project Management, SDLC, Risk Management, Analysis, Management, Requirements Gathering, Product Management, Business Intelligence, Finance, Team Building, Process Improvement, Portfolio Management, Requirements Analysis, Business Process..., Integration, Visio, CRM, Program Management, Business Process, Leadership, Project Portfolio..., Software Documentation, MS Project, PMO, SharePoint, Financial Analysis, Cross-functional Team..., Data Analysis, Executive Management, Strategy, Enterprise Architecture, Software Project..., Financial Services, Team Leadership, Management Consulting, Access, IT Management, PMP, Business Requirements, Information Technology, Agile Project Management, Process Engineering, ITIL, Disaster Recovery, IT Strategy, Resource Management
Education
Texas A&M University
Bachelor of Environmental Design, College of Architecture
Universal American November 2013 - Present
Situs 2011 - 2013
J.P. Morgan 1990 - 2009
Skills
Business Analysis, Change Management, Banking, Vendor Management, Project Management, SDLC, Risk Management, Analysis, Management, Requirements Gathering, Product Management, Business Intelligence, Finance, Team Building, Process Improvement, Portfolio Management, Requirements Analysis, Business Process..., Integration, Visio, CRM, Program Management, Business Process, Leadership, Project Portfolio..., Software Documentation, MS Project, PMO, SharePoint, Financial Analysis, Cross-functional Team..., Data Analysis, Executive Management, Strategy, Enterprise Architecture, Software Project..., Financial Services, Team Leadership, Management Consulting, Access, IT Management, PMP, Business Requirements, Information Technology, Agile Project Management, Process Engineering, ITIL, Disaster Recovery, IT Strategy, Resource Management
Education
Texas A&M University
Bachelor of Environmental Design, College of Architecture
Peter Hong Peter Hong's J.P. Morgan Experience September 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Nationstar Mortgage October 2010 - March 2013
Skills
Finance, Loans, Access, Analysis, Mortgage Lending, Bloomberg Terminal, Credit, Banking, Financial Analysis, Portfolio Management, Loan Origination, Credit Risk, Investments, Underwriting, Residential Mortgages, Databases, PowerPoint, Credit Analysis, Mortgage Banking, Pricing Analysis, Microsoft Word, Microsoft Excel, Microsoft Office
Education
The University of Texas at Dallas 2013 — 2015
Master of Business Administration (MBA), Finance, General
Texas A&M University 2007 — 2010
Bachelor of Science (B.S.), Economics
J.P. Morgan September 2014 - Present
Nationstar Mortgage October 2010 - March 2013
Skills
Finance, Loans, Access, Analysis, Mortgage Lending, Bloomberg Terminal, Credit, Banking, Financial Analysis, Portfolio Management, Loan Origination, Credit Risk, Investments, Underwriting, Residential Mortgages, Databases, PowerPoint, Credit Analysis, Mortgage Banking, Pricing Analysis, Microsoft Word, Microsoft Excel, Microsoft Office
Education
The University of Texas at Dallas 2013 — 2015
Master of Business Administration (MBA), Finance, General
Texas A&M University 2007 — 2010
Bachelor of Science (B.S.), Economics
Josh Danehower Josh Danehower's J.P. Morgan Experience June 2014 - Present
Job AML Analyst Intern at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan June 2014 - Present
Skills
Social Skills, Leadership, Communication, Works well with people, Microsoft Office, Customer Service, Microsoft Excel, Team Leadership, Project Management, Microsoft Word, Teamwork, PowerPoint, Training, Research
Education
Temple University - Fox School of Business and Management 2012 — 2015
Bachelor's degree, Management Information Systems, General
J.P. Morgan June 2014 - Present
Skills
Social Skills, Leadership, Communication, Works well with people, Microsoft Office, Customer Service, Microsoft Excel, Team Leadership, Project Management, Microsoft Word, Teamwork, PowerPoint, Training, Research
Education
Temple University - Fox School of Business and Management 2012 — 2015
Bachelor's degree, Management Information Systems, General
Beto Guerrero Beto Guerrero's J.P. Morgan Experience December 2006 - August 2008
Job Derivatives Trader / Portfolio Manager.
Industry Investment Management
Experience
Aberdeen Capital April 2011 - Present
Liquid Capital Markets November 2008 - August 2010
J.P. Morgan December 2006 - August 2008
J.P. Morgan August 2005 - December 2006
Wolverine Trading October 2000 - February 2005
Skills
Derivatives, Interest Rate..., Equity Derivatives, Trading, Portfolio Management, Financial Risk, Equities, Fixed Income, Volatility, Hedging, Market Making, Options, Volatility Arbitrage, Index Options, Global Macro, Variance Swaps, Arbitrage, High Frequency Trading, Electronic Trading, Trading Systems, Statistical Arbitrage, Capital Markets, Quantitative Finance, Foreign Exchange, Derivatives Trading, Algorithm Optimization, Correlation Trading, Trading Strategies, Option Valuation, Options Strategies, Relative Value, Risk Management, Swaps, Proprietary Trading, ETFs, Variance Analysis, Derivative Operations, Securities, Emerging Markets, Interest Rate Swaps, Futures, Exotic Derivatives, Operational Risk..., Equity Indices, Dispersion Modelling, Macroeconomics, Economics, Alternative Investments, Quantitative Analytics
Education
University of San Francisco 2002 — 2004
Bachelor of Science (BS), Economics
Instituto Tecnológico y de Estudios Superiores de Monterrey 1995 — 1999
Bachelor of Science (BS), Mechanical Engineering
Aberdeen Capital April 2011 - Present
Liquid Capital Markets November 2008 - August 2010
J.P. Morgan December 2006 - August 2008
J.P. Morgan August 2005 - December 2006
Wolverine Trading October 2000 - February 2005
Skills
Derivatives, Interest Rate..., Equity Derivatives, Trading, Portfolio Management, Financial Risk, Equities, Fixed Income, Volatility, Hedging, Market Making, Options, Volatility Arbitrage, Index Options, Global Macro, Variance Swaps, Arbitrage, High Frequency Trading, Electronic Trading, Trading Systems, Statistical Arbitrage, Capital Markets, Quantitative Finance, Foreign Exchange, Derivatives Trading, Algorithm Optimization, Correlation Trading, Trading Strategies, Option Valuation, Options Strategies, Relative Value, Risk Management, Swaps, Proprietary Trading, ETFs, Variance Analysis, Derivative Operations, Securities, Emerging Markets, Interest Rate Swaps, Futures, Exotic Derivatives, Operational Risk..., Equity Indices, Dispersion Modelling, Macroeconomics, Economics, Alternative Investments, Quantitative Analytics
Education
University of San Francisco 2002 — 2004
Bachelor of Science (BS), Economics
Instituto Tecnológico y de Estudios Superiores de Monterrey 1995 — 1999
Bachelor of Science (BS), Mechanical Engineering
Philip Armes Philip Armes's J.P. Morgan Experience October 2014 - Present
Job Private Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Stream Realty Partners August 2013 - September 2014
Stream Realty Partners November 2011 - August 2013
Stream Realty Partners January 2011 - November 2011
Kramer Property Group March 2010 - December 2010
Education
Texas A&M University
M.S., Master of Real Estate
Texas A&M University
B.B.A, Finance (Cum Laude)
J.P. Morgan October 2014 - Present
Stream Realty Partners August 2013 - September 2014
Stream Realty Partners November 2011 - August 2013
Stream Realty Partners January 2011 - November 2011
Kramer Property Group March 2010 - December 2010
Education
Texas A&M University
M.S., Master of Real Estate
Texas A&M University
B.B.A, Finance (Cum Laude)
Christina Trudeau Christina Trudeau's J.P. Morgan Experience October 2014 - Present
Job VP / Firmwide Market Risk Quantitative Research
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
JPMorgan Chase & Co. April 2013 - October 2014
Morgan Stanley 2008 - April 2013
GE Capital 2005 - 2008
GE Energy Financial Services 2004 - 2005
CuraGen Corporation January 2003 - December 2004
Pitney Bowes 1994 - 2003
Pitney Bowes 1994 - 2003
Pitney Bowes 1994 - 2003
DuPont May 1987 - January 1993
Skills
Software Development, SDLC, Process Engineering, Quality Assurance, Process Development, Requirements Analysis, Continuous Improvement, Problem Solving, Process Simulation, Business Analysis, Business Process..., Business Process..., Cross-functional Team..., Enterprise Architecture, Enterprise Software, IT Strategy, Integration, Management, Process Improvement, Product Development, Program Management, Project Management, Software Project..., Team Building, Testing, Vendor Management
Education
University of New Haven
MSME, Mechanical Engineering
Western Connecticut State University 1990 — 1991
MBA, Finance
Temple University 1984 — 1987
BSME, Mechanical Engineering
J.P. Morgan October 2014 - Present
JPMorgan Chase & Co. April 2013 - October 2014
Morgan Stanley 2008 - April 2013
GE Capital 2005 - 2008
GE Energy Financial Services 2004 - 2005
CuraGen Corporation January 2003 - December 2004
Pitney Bowes 1994 - 2003
Pitney Bowes 1994 - 2003
Pitney Bowes 1994 - 2003
DuPont May 1987 - January 1993
Skills
Software Development, SDLC, Process Engineering, Quality Assurance, Process Development, Requirements Analysis, Continuous Improvement, Problem Solving, Process Simulation, Business Analysis, Business Process..., Business Process..., Cross-functional Team..., Enterprise Architecture, Enterprise Software, IT Strategy, Integration, Management, Process Improvement, Product Development, Program Management, Project Management, Software Project..., Team Building, Testing, Vendor Management
Education
University of New Haven
MSME, Mechanical Engineering
Western Connecticut State University 1990 — 1991
MBA, Finance
Temple University 1984 — 1987
BSME, Mechanical Engineering
Sarah (Petersen) Ward Sarah (Petersen) Ward's J.P. Morgan Experience May 2005 - August 2005
Job Director of Institutional Recognition at Savannah College of Art and Design
Industry Higher Education
Experience
Savannah College of Art and Design February 2015 - Present
Savannah College of Art and Design January 2014 - January 2015
Savannah College of Art and Design October 2013 - December 2013
NYC Department of Education 2005 - August 2013
Private Practice September 2005 - June 2013
J.P. Morgan May 2005 - August 2005
Peace Corps October 2001 - December 2003
Skills
Strategic Planning, Teaching, Curriculum Development, Curriculum Design, Science Education, Teacher Training, Cross-cultural..., Educational Leadership, Classroom, Program Facilitation, Leadership, Instructional Design, Grant Writing, Tutoring, Communication, Personnel Supervision, Fiscal Policy, Academic Tutoring, Higher Education, Organizational..., Award Programs, Team Leadership, Program Management, Collaborative Problem..., Award Submissions, International Project..., Critical Thinking, Skilled Multi-tasker, Fiscal Management, Management, Budgeting, Mathematics, Physics, Research, Public Speaking, Writing, Editing, Microsoft Office
Education
Teachers College of Columbia University 2004 — 2005
Master of Arts (MA), Science and Math Education, recipient of full-tuition scholarship
Saint Olaf College 1997 — 2001
Bachelor of Arts (BA), Physics, Mathematics, Cum Laude
Savannah College of Art and Design February 2015 - Present
Savannah College of Art and Design January 2014 - January 2015
Savannah College of Art and Design October 2013 - December 2013
NYC Department of Education 2005 - August 2013
Private Practice September 2005 - June 2013
J.P. Morgan May 2005 - August 2005
Peace Corps October 2001 - December 2003
Skills
Strategic Planning, Teaching, Curriculum Development, Curriculum Design, Science Education, Teacher Training, Cross-cultural..., Educational Leadership, Classroom, Program Facilitation, Leadership, Instructional Design, Grant Writing, Tutoring, Communication, Personnel Supervision, Fiscal Policy, Academic Tutoring, Higher Education, Organizational..., Award Programs, Team Leadership, Program Management, Collaborative Problem..., Award Submissions, International Project..., Critical Thinking, Skilled Multi-tasker, Fiscal Management, Management, Budgeting, Mathematics, Physics, Research, Public Speaking, Writing, Editing, Microsoft Office
Education
Teachers College of Columbia University 2004 — 2005
Master of Arts (MA), Science and Math Education, recipient of full-tuition scholarship
Saint Olaf College 1997 — 2001
Bachelor of Arts (BA), Physics, Mathematics, Cum Laude
Josh Orellana's J.P. Morgan Experience May 2014 - July 2014
Job Technology Investment Banking Analyst at Pagemill Partners
Industry Investment Banking
Experience
Pagemill Partners September 2015 - Present
BBVA September 2014 - September 2015
J.P. Morgan May 2014 - July 2014
ALDI SUISSE AG June 2013 - August 2013
Skills
Customer Service, Team Building, Microsoft Office, Microsoft Excel, Leadership, Sales, Customer Satisfaction, Management, Recruiting, Outlook, Stata, Adobe Creative Suite, Financial Markets, Derivatives, Interest Rate..., FX Derivatives, Derivatives Trading, Debt & Equity Capital..., Investment Banking, Credit Rating, Financial Analysis, Revolving Lines of..., Credit Risk, Financial Market..., Commercial Banking, VBA, Finance, PowerPoint, Microsoft Word
Education
Texas A&M University 2011 — 2014
Bachelor of Science (BS), Economics
Texas A&M University 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Pagemill Partners September 2015 - Present
BBVA September 2014 - September 2015
J.P. Morgan May 2014 - July 2014
ALDI SUISSE AG June 2013 - August 2013
Skills
Customer Service, Team Building, Microsoft Office, Microsoft Excel, Leadership, Sales, Customer Satisfaction, Management, Recruiting, Outlook, Stata, Adobe Creative Suite, Financial Markets, Derivatives, Interest Rate..., FX Derivatives, Derivatives Trading, Debt & Equity Capital..., Investment Banking, Credit Rating, Financial Analysis, Revolving Lines of..., Credit Risk, Financial Market..., Commercial Banking, VBA, Finance, PowerPoint, Microsoft Word
Education
Texas A&M University 2011 — 2014
Bachelor of Science (BS), Economics
Texas A&M University 2011 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Jack Hunsicker Jack Hunsicker's J.P. Morgan Experience March 2014 - April 2015
Job CMBS Analyst at Morningstar Credit Ratings
Industry Capital Markets
Experience
Morningstar April 2015 - Present
J.P. Morgan March 2014 - April 2015
Public House September 2010 - April 2014
Kite and Key June 2012 - March 2014
Lincoln Financial Advisors January 2013 - May 2013
Temple Financial Management Association September 2011 - May 2013
Temple University Men's Club Lacrosse October 2009 - May 2013
Temple University Investment Association January 2012 - May 2012
Association for Information Systems September 2011 - May 2012
Camp Tecumseh June 2008 - August 2010
Skills
CMBS, Structured Products, Structured Finance, Research, Commercial Real Estate, Microsoft Excel, Microsoft Word, Customer Service, Social Networking, PowerPoint, Microsoft Office, Negotiation, Finance, Business Development, Networking, Public Speaking, Social Media, Time Management, Google Docs, Critical Thinking, Higher Education, Teamwork, Market Research, Marketing, Event Planning, Social Media Marketing, Facebook
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Morningstar April 2015 - Present
J.P. Morgan March 2014 - April 2015
Public House September 2010 - April 2014
Kite and Key June 2012 - March 2014
Lincoln Financial Advisors January 2013 - May 2013
Temple Financial Management Association September 2011 - May 2013
Temple University Men's Club Lacrosse October 2009 - May 2013
Temple University Investment Association January 2012 - May 2012
Association for Information Systems September 2011 - May 2012
Camp Tecumseh June 2008 - August 2010
Skills
CMBS, Structured Products, Structured Finance, Research, Commercial Real Estate, Microsoft Excel, Microsoft Word, Customer Service, Social Networking, PowerPoint, Microsoft Office, Negotiation, Finance, Business Development, Networking, Public Speaking, Social Media, Time Management, Google Docs, Critical Thinking, Higher Education, Teamwork, Market Research, Marketing, Event Planning, Social Media Marketing, Facebook
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Sim Pradhan Sim Pradhan's J.P. Morgan Experience September 2008 - February 2012
Job Finance Coordinator / Accounts Payable Manager at Control Group
Industry Accounting
Experience
Intersection Co. September 2015 - Present
Control Group March 2013 - Present
J.P. Morgan September 2008 - February 2012
US Army August 2002 - March 2008
Skills
QuickBooks, Access, Accounting, Microsoft Excel, Project Management, Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Financial Modeling, Financial Statements, Microsoft Office, Tax, Account Reconciliation, PowerPoint, Analysis, Microsoft Word, Internal Controls, Peachtree, GAAP, Internal Audit, Cost Accounting, Accounts Payable, Bookkeeping, Tax Preparation, Accounts Receivable, General Ledger, Invoicing, US GAAP, Journal Entries, Income Tax, Data Entry, Finance, Payroll, Tax Returns, IFRS, Financial Audits
Education
The University of Texas at Arlington - College of Business Administration 2010 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.7
Tarrant County College 2008 — 2010
Basic transfer credits, 4.0
Intersection Co. September 2015 - Present
Control Group March 2013 - Present
J.P. Morgan September 2008 - February 2012
US Army August 2002 - March 2008
Skills
QuickBooks, Access, Accounting, Microsoft Excel, Project Management, Financial Analysis, Financial Accounting, Auditing, Financial Reporting, Financial Modeling, Financial Statements, Microsoft Office, Tax, Account Reconciliation, PowerPoint, Analysis, Microsoft Word, Internal Controls, Peachtree, GAAP, Internal Audit, Cost Accounting, Accounts Payable, Bookkeeping, Tax Preparation, Accounts Receivable, General Ledger, Invoicing, US GAAP, Journal Entries, Income Tax, Data Entry, Finance, Payroll, Tax Returns, IFRS, Financial Audits
Education
The University of Texas at Arlington - College of Business Administration 2010 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.7
Tarrant County College 2008 — 2010
Basic transfer credits, 4.0
Ignacio Bustindui Ignacio Bustindui's J.P. Morgan Experience January 2015 - Present
Job Head of MultiAsset Strategies at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan 2011 - Present
J.P. Morgan July 2000 - 2011
Scotiabank Inverlat January 1994 - May 1998
Skills
Equities, Investment Banking, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Valuation, Investments, Alternative Investments, Financial Modeling, Private Equity, Portfolio Management
Education
The University of Texas at Austin 1998 — 2000
Master of Business Administration (MBA), Finance
Tecnológico de Monterrey
Bachelor of Science, Economics
J.P. Morgan January 2015 - Present
J.P. Morgan 2011 - Present
J.P. Morgan July 2000 - 2011
Scotiabank Inverlat January 1994 - May 1998
Skills
Equities, Investment Banking, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Valuation, Investments, Alternative Investments, Financial Modeling, Private Equity, Portfolio Management
Education
The University of Texas at Austin 1998 — 2000
Master of Business Administration (MBA), Finance
Tecnológico de Monterrey
Bachelor of Science, Economics
Tzuo Wang's J.P. Morgan Experience July 2014 - Present
Job Rates Sales Assistant at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan 2008 - Present
JPMorgan Chase August 2011 - June 2014
JPMorgan Chase February 2010 - July 2011
JPMorganChase October 2008 - January 2010
Skills
Banking, Mutual Funds, Strategic Planning, Training, Reporting & Analysis, Securities Regulation, Compliance, Financial Analysis, Management, Entrepreneurship, Fixed Income, Presentations, Bloomberg, Dreamweaver, Microsoft Office, Portfolio Management, Ethics, Economics, Statistics, Financial Statement..., Corporate Finance, Corporate Governance, Alternative Investments, Derivatives, Equity Valuation, Swaps, Option Pricing Models, Hedge Funds, Valuation, Capital Markets
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor's degree, Finance, General, 3.6
J.P. Morgan July 2014 - Present
J.P. Morgan 2008 - Present
JPMorgan Chase August 2011 - June 2014
JPMorgan Chase February 2010 - July 2011
JPMorganChase October 2008 - January 2010
Skills
Banking, Mutual Funds, Strategic Planning, Training, Reporting & Analysis, Securities Regulation, Compliance, Financial Analysis, Management, Entrepreneurship, Fixed Income, Presentations, Bloomberg, Dreamweaver, Microsoft Office, Portfolio Management, Ethics, Economics, Statistics, Financial Statement..., Corporate Finance, Corporate Governance, Alternative Investments, Derivatives, Equity Valuation, Swaps, Option Pricing Models, Hedge Funds, Valuation, Capital Markets
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor's degree, Finance, General, 3.6
Anthony Tisseverasinghe Anthony Tisseverasinghe's J.P. Morgan Experience January 2013 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
Skills
Process Improvement, Business Strategy
Education
Temple University - Fox School of Business and Management 2007 — 2012
Bachelor of Business Administration (BBA)
CFA Institute
CFA Level I Exam - Passed December 2013
J.P. Morgan January 2013 - Present
Skills
Process Improvement, Business Strategy
Education
Temple University - Fox School of Business and Management 2007 — 2012
Bachelor of Business Administration (BBA)
CFA Institute
CFA Level I Exam - Passed December 2013
Ariel Pierre Ariel Pierre's J.P. Morgan Experience January 2015 - Present
Job Control Officer Associate
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan January 2014 - January 2015
JPMorgan Chase September 2011 - January 2014
Lincoln Financial Advisors November 2010 - May 2011
The William C. Dunkelberg Owl Fund September 2008 - May 2009
Skills
Risk Analysis, Risk Management, Business Strategy, Financial Analysis, Bloomberg, Investments, Credit Analysis, Credit Risk, Credit, Equities, Valuation, Quantitative Analytics, Bloomberg Terminal, Banking, Financial Services, Equity Research, Hedge Funds, Financial Risk, Loans, Mutual Funds
Education
Temple University - Fox School of Business and Management 2007 — 2011
Batchelor's, Finance
J.P. Morgan January 2015 - Present
J.P. Morgan January 2014 - January 2015
JPMorgan Chase September 2011 - January 2014
Lincoln Financial Advisors November 2010 - May 2011
The William C. Dunkelberg Owl Fund September 2008 - May 2009
Skills
Risk Analysis, Risk Management, Business Strategy, Financial Analysis, Bloomberg, Investments, Credit Analysis, Credit Risk, Credit, Equities, Valuation, Quantitative Analytics, Bloomberg Terminal, Banking, Financial Services, Equity Research, Hedge Funds, Financial Risk, Loans, Mutual Funds
Education
Temple University - Fox School of Business and Management 2007 — 2011
Batchelor's, Finance
Charles Lloyd Charles Lloyd's J.P. Morgan Experience February 2013 - October 2013
Job Physical Trade Finance Executive at Macquarie Group
Industry Oil & Energy
Experience
Macquarie Group October 2013 - Present
J.P. Morgan February 2013 - October 2013
JP Morgan February 2011 - January 2013
Just Energy June 2009 - February 2011
ConocoPhillips December 2007 - June 2009
BP May 2007 - August 2007
Skills
Commodity Markets, Trading, Natural Gas, Gas, Commodity, Derivatives, Energy, Risk Management, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Portfolio Management, Finance, Options
Education
Texas A&M University - Mays Business School 2004 — 2007
Finance, Marketing
Texas A&M University 2003 — 2007
Finance and Marketing (double major)
Macquarie Group October 2013 - Present
J.P. Morgan February 2013 - October 2013
JP Morgan February 2011 - January 2013
Just Energy June 2009 - February 2011
ConocoPhillips December 2007 - June 2009
BP May 2007 - August 2007
Skills
Commodity Markets, Trading, Natural Gas, Gas, Commodity, Derivatives, Energy, Risk Management, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Portfolio Management, Finance, Options
Education
Texas A&M University - Mays Business School 2004 — 2007
Finance, Marketing
Texas A&M University 2003 — 2007
Finance and Marketing (double major)
Madanagopal Venkatesan Madanagopal Venkatesan's J.P. Morgan Experience June 2013 - January 2015
Job Senior UI Consultant
Industry Financial Services
Experience
Citi March 2015 - Present
J.P. Morgan June 2013 - January 2015
Mercedes Benz USA June 2012 - May 2013
Morgan Stanley May 2011 - April 2012
Goldman Sachs August 2010 - March 2011
Mercedes Benz USA January 2008 - July 2010
Skills
Spring, Hibernate, jQuery, Core Java, BlazeDS, AJAX, Struts, Vignette CMS, Java Enterprise Edition, DB2, SOA, SQL, Java, XML, Web Services, PL/SQL, JSP, Flex, ActionScript, HTML 5, Web Applications, Ext JS, RIA, Tomcat, Ant, JDBC, Eclipse, JSON, XSLT, Servlets, Agile Methodologies, J2EE Application..., REST, JavaScript, JIRA, Software Project..., Cairngorm, Websphere, User Interface, Oracle, SDLC, Flash, Software Development, CMS, Front-end, Unix, Spring Framework, JBoss Application Server, JMS
Education
Technische Universität Hamburg-Harburg 2003 — 2005
MS
University of Madras 1998 — 2002
Bachelor of Engineering (B.E.)
Citi March 2015 - Present
J.P. Morgan June 2013 - January 2015
Mercedes Benz USA June 2012 - May 2013
Morgan Stanley May 2011 - April 2012
Goldman Sachs August 2010 - March 2011
Mercedes Benz USA January 2008 - July 2010
Skills
Spring, Hibernate, jQuery, Core Java, BlazeDS, AJAX, Struts, Vignette CMS, Java Enterprise Edition, DB2, SOA, SQL, Java, XML, Web Services, PL/SQL, JSP, Flex, ActionScript, HTML 5, Web Applications, Ext JS, RIA, Tomcat, Ant, JDBC, Eclipse, JSON, XSLT, Servlets, Agile Methodologies, J2EE Application..., REST, JavaScript, JIRA, Software Project..., Cairngorm, Websphere, User Interface, Oracle, SDLC, Flash, Software Development, CMS, Front-end, Unix, Spring Framework, JBoss Application Server, JMS
Education
Technische Universität Hamburg-Harburg 2003 — 2005
MS
University of Madras 1998 — 2002
Bachelor of Engineering (B.E.)
Jeff P. Bailey's J.P. Morgan Experience May 2013 - Present
Job Vice President at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan May 2013 - Present
Matterhorn Capital Management, LLC July 2009 - May 2013
Tootie Pie Company August 2005 - May 2009
JPMorgan Chase June 2001 - August 2005
Skills
Investments, Portfolio Management, Fixed Income, Investment Management, Equities
Education
Texas A&M University 1996 — 2001
J.P. Morgan May 2013 - Present
Matterhorn Capital Management, LLC July 2009 - May 2013
Tootie Pie Company August 2005 - May 2009
JPMorgan Chase June 2001 - August 2005
Skills
Investments, Portfolio Management, Fixed Income, Investment Management, Equities
Education
Texas A&M University 1996 — 2001
Manu Phatak's J.P. Morgan Experience June 2009 - August 2009
Job Python Developer
Industry Information Technology and Services
Experience
Shades of Green Clean 2015 - 2015
MK1 Autohaus May 2011 - December 2011
Fox School of Business College Council of Presidents August 2009 - May 2010
J.P. Morgan June 2009 - August 2009
Temple University August 2008 - May 2009
Association of Management Information Systems August 2008 - May 2009
Sabre Corporation August 2008 - May 2009
Temple University's Ultimate Frisbee Team: Temple Tantrum August 2007 - May 2009
SEI January 2009 - January 2009
J.P. Morgan June 2008 - August 2008
Skills
Data Analysis, Access, PowerPoint, SQL, Microsoft Word, Microsoft Office, Microsoft Excel, Matlab, Visio, Research, Business Analysis, Social Media, Leadership, Analysis, Team Building, Financial Analysis, Information Technology, Requirements Analysis, Econometrics, Python, Object Oriented Design, Business Strategy, Business Process..., Business Intelligence
Education
Temple University - Fox School of Business and Management 2006 — 2011
Bachelor's Degree, Business Administration and Management, Management Information Systems And Finance, 3.21
Shades of Green Clean 2015 - 2015
MK1 Autohaus May 2011 - December 2011
Fox School of Business College Council of Presidents August 2009 - May 2010
J.P. Morgan June 2009 - August 2009
Temple University August 2008 - May 2009
Association of Management Information Systems August 2008 - May 2009
Sabre Corporation August 2008 - May 2009
Temple University's Ultimate Frisbee Team: Temple Tantrum August 2007 - May 2009
SEI January 2009 - January 2009
J.P. Morgan June 2008 - August 2008
Skills
Data Analysis, Access, PowerPoint, SQL, Microsoft Word, Microsoft Office, Microsoft Excel, Matlab, Visio, Research, Business Analysis, Social Media, Leadership, Analysis, Team Building, Financial Analysis, Information Technology, Requirements Analysis, Econometrics, Python, Object Oriented Design, Business Strategy, Business Process..., Business Intelligence
Education
Temple University - Fox School of Business and Management 2006 — 2011
Bachelor's Degree, Business Administration and Management, Management Information Systems And Finance, 3.21
Docta Shock Docta Shock's J.P. Morgan Experience 2006 - 2007
Job C.E.O. Darkworld Entertainment/Philly Urban Legend Awards
Industry Music
Experience
UrbanBeatMovement.com January 1999 - Present
Darkworld Entertainment 1998 - Present
Austin Fine Photography 2010 - 2012
ims 2008 - 2010
J.P. Morgan 2006 - 2007
Philadelphia Music Conference March 1998 - February 2001
Skills
Music Production, A&R, Marketing, Photography, Consulting, Music, Songwriting, Recording, Music Industry, Graphic Arts, Entertainment, Audio Engineering, Composition, Sound, Pro Tools, Musical Theatre, Producing, Reason, Music Videos, Social Networking, Management, Record Labels, Graphic Design, Film, Press Releases, Event Management, Television, Social Media Marketing, Band, Musicians
Education
Overbrook High School
Temple University
UrbanBeatMovement.com January 1999 - Present
Darkworld Entertainment 1998 - Present
Austin Fine Photography 2010 - 2012
ims 2008 - 2010
J.P. Morgan 2006 - 2007
Philadelphia Music Conference March 1998 - February 2001
Skills
Music Production, A&R, Marketing, Photography, Consulting, Music, Songwriting, Recording, Music Industry, Graphic Arts, Entertainment, Audio Engineering, Composition, Sound, Pro Tools, Musical Theatre, Producing, Reason, Music Videos, Social Networking, Management, Record Labels, Graphic Design, Film, Press Releases, Event Management, Television, Social Media Marketing, Band, Musicians
Education
Overbrook High School
Temple University
Alexander Ukoh Alexander Ukoh's J.P. Morgan Experience September 2014 - Present
Job Private Banking at JP Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan June 2013 - September 2014
Education
Temple University 2007 — 2011
Bachelors, International Business, Finance
St. Louis University 2010 — 2010
Bachelors, Study Abroad
J.P. Morgan September 2014 - Present
J.P. Morgan June 2013 - September 2014
Education
Temple University 2007 — 2011
Bachelors, International Business, Finance
St. Louis University 2010 — 2010
Bachelors, Study Abroad
Robert Kost Robert Kost's J.P. Morgan Experience July 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
The William C. Dunkelberg Owl Fund December 2012 - May 2015
TD May 2014 - August 2014
UBS September 2013 - May 2014
Merrill Lynch September 2010 - April 2011
Skills
Leadership, Finance, Financial Analysis, Spanish, Teaching, Microsoft Excel, Capital IQ, Analytical Problem..., Bloomberg Equity..., Bloomberg Terminal, Equity Research, Valuation, PowerPoint, Access, Teamwork, Financial Modeling
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (BBA), Double Major: Finance & Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Business Analysis & Valuation, Economics of European Integration
Temple University Rome 2012 — 2012
Art History, Business Communications
J.P. Morgan July 2015 - Present
The William C. Dunkelberg Owl Fund December 2012 - May 2015
TD May 2014 - August 2014
UBS September 2013 - May 2014
Merrill Lynch September 2010 - April 2011
Skills
Leadership, Finance, Financial Analysis, Spanish, Teaching, Microsoft Excel, Capital IQ, Analytical Problem..., Bloomberg Equity..., Bloomberg Terminal, Equity Research, Valuation, PowerPoint, Access, Teamwork, Financial Modeling
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (BBA), Double Major: Finance & Economics
The London School of Economics and Political Science (LSE) 2013 — 2013
Business Analysis & Valuation, Economics of European Integration
Temple University Rome 2012 — 2012
Art History, Business Communications
Stacy Collymore Stacy Collymore's J.P. Morgan Experience July 2013 - Present
Job Executive Director Alternative Investment Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Citco Fund Services January 2011 - July 2013
Citco Fund Services January 2007 - January 2011
Education
Temple University
J.P. Morgan July 2013 - Present
Citco Fund Services January 2011 - July 2013
Citco Fund Services January 2007 - January 2011
Education
Temple University
Daniel Pavlovic Daniel Pavlovic's J.P. Morgan Experience May 2013 - Present
Job Analyst at J.P. Morgan, CFA Level III Candidate
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Hyperion Bank June 2011 - May 2013
The William C. Dunkelberg Owl Fund September 2010 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Bloomberg, Research, Economics, Investments, Equity Research, Banking, Market Research, Bloomberg Terminal, Capital IQ, Financial Markets, Equity Valuation, Accounting, Credit Analysis, Equities, Portfolio Management, Fixed Income, Finance, Customer Service, Derivatives, Statistics, Due Diligence, Financial Statement..., Financial Accounting, Retail Banking, Financial Services, Team Leadership, DCF Valuation, Teamwork, Public Speaking
Education
Temple University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics, 3.82
Temple University 2010 — 2013
Bachelor of Business Administration, Finance, Economics, 3.81/4.0
J.P. Morgan May 2013 - Present
Hyperion Bank June 2011 - May 2013
The William C. Dunkelberg Owl Fund September 2010 - May 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Bloomberg, Research, Economics, Investments, Equity Research, Banking, Market Research, Bloomberg Terminal, Capital IQ, Financial Markets, Equity Valuation, Accounting, Credit Analysis, Equities, Portfolio Management, Fixed Income, Finance, Customer Service, Derivatives, Statistics, Due Diligence, Financial Statement..., Financial Accounting, Retail Banking, Financial Services, Team Leadership, DCF Valuation, Teamwork, Public Speaking
Education
Temple University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics, 3.82
Temple University 2010 — 2013
Bachelor of Business Administration, Finance, Economics, 3.81/4.0
Bernardo Tirado, PMP Bernardo Tirado, PMP's J.P. Morgan Experience August 2014 - Present
Job Executive Director, Global Head of Fiduciary PMO
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Morgan Stanley November 2011 - August 2014
Morgan Stanley August 2010 - November 2011
American Express Europe October 2008 - August 2010
American Express Europe July 2006 - October 2008
Metropolitan College of New York January 2005 - July 2006
American Express December 2004 - July 2006
American Express October 1996 - December 2004
Skills
Project Management, Industrial Psychology, Six Sigma Blackbelt, Change Management, Re-engineering/Business..., Business..., Staff Management, Global Strategic..., Six Sigma, Strategic Planning, Process Engineering, Organizational..., Strategy, Risk Management, Process Improvement, Leadership, Governance, Business Process..., Talent Management, Human Resources, Portfolio Management, Management, Vendor Management, PMP, Financial Analysis, Operations Management, Team Leadership, Business Transformation, New Business Development, Product Development, PMO, Program Management, Business Process..., Executive Management, Management Consulting, Business Analysis, Outsourcing, Cross-functional Team..., Mergers & Acquisitions, Financial Services, Consulting, Business Strategy
Education
Columbia University Teachers College 1999 — 2000
MA, Industrial/Organizational Psychology
Pace University, Lubin School of Business 1992 — 1996
BBA, Finance
J.P. Morgan August 2014 - Present
Morgan Stanley November 2011 - August 2014
Morgan Stanley August 2010 - November 2011
American Express Europe October 2008 - August 2010
American Express Europe July 2006 - October 2008
Metropolitan College of New York January 2005 - July 2006
American Express December 2004 - July 2006
American Express October 1996 - December 2004
Skills
Project Management, Industrial Psychology, Six Sigma Blackbelt, Change Management, Re-engineering/Business..., Business..., Staff Management, Global Strategic..., Six Sigma, Strategic Planning, Process Engineering, Organizational..., Strategy, Risk Management, Process Improvement, Leadership, Governance, Business Process..., Talent Management, Human Resources, Portfolio Management, Management, Vendor Management, PMP, Financial Analysis, Operations Management, Team Leadership, Business Transformation, New Business Development, Product Development, PMO, Program Management, Business Process..., Executive Management, Management Consulting, Business Analysis, Outsourcing, Cross-functional Team..., Mergers & Acquisitions, Financial Services, Consulting, Business Strategy
Education
Columbia University Teachers College 1999 — 2000
MA, Industrial/Organizational Psychology
Pace University, Lubin School of Business 1992 — 1996
BBA, Finance
Herman Wright Herman Wright's J.P. Morgan Experience May 2015 - Present
Job Experienced Mortgage Professional
Industry Banking
Experience
J.P. Morgan May 2015 - Present
DayMark Financial Services September 2014 - Present
J.P. Morgan September 2009 - September 2014
Knowledge Tree Financial June 2007 - January 2009
State of Tennessee March 2000 - April 2007
Education
Tennessee State University 1996 — 1998
Master of Public Administration (M.P.A.), Bugeting
Tennessee State University
Bachelor of Science (BS) Soiciology
J.P. Morgan May 2015 - Present
DayMark Financial Services September 2014 - Present
J.P. Morgan September 2009 - September 2014
Knowledge Tree Financial June 2007 - January 2009
State of Tennessee March 2000 - April 2007
Education
Tennessee State University 1996 — 1998
Master of Public Administration (M.P.A.), Bugeting
Tennessee State University
Bachelor of Science (BS) Soiciology
Benjamin S. Azizi Benjamin S. Azizi's J.P. Morgan Experience April 2013 - Present
Job
Industry Investment Banking
Experience
J.P. Morgan April 2013 - Present
Neuberger Berman June 2012 - August 2012
Global Athlete Management Enterprises, Inc. (GAME, Inc.) August 2011 - June 2012
UMJCA Community Center January 2010 - January 2012
Columbia University June 2011 - July 2011
Neuberger Berman January 2009 - June 2009
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA)
John L. Miller Great Neck North High School
High School Diploma with Honors
Tel Aviv University
Overseas Students Program
J.P. Morgan April 2013 - Present
Neuberger Berman June 2012 - August 2012
Global Athlete Management Enterprises, Inc. (GAME, Inc.) August 2011 - June 2012
UMJCA Community Center January 2010 - January 2012
Columbia University June 2011 - July 2011
Neuberger Berman January 2009 - June 2009
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA)
John L. Miller Great Neck North High School
High School Diploma with Honors
Tel Aviv University
Overseas Students Program
Joseph Bell's J.P. Morgan Experience July 2011 - January 2013
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2013 - Present
J.P. Morgan July 2011 - January 2013
J.P. Morgan January 2013 - 2013
Citi June 2010 - August 2010
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Science (B.S.), Finance and Real Estate
SUNY Albany 2007 — 2008
Goldman Sachs April 2013 - Present
J.P. Morgan July 2011 - January 2013
J.P. Morgan January 2013 - 2013
Citi June 2010 - August 2010
Education
Temple University - Fox School of Business and Management 2009 — 2011
Bachelor of Science (B.S.), Finance and Real Estate
SUNY Albany 2007 — 2008
Gina Palmisano Gina Palmisano's J.P. Morgan Experience July 1989 - Present
Job Regulatory Affairs at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 1989 - Present
Skills
Organizational..., Organizational..., Human Resources, Regulatory Affairs, Global Compensation
Education
Teachers College of Columbia University 1992 — 1995
Master's degree, Industrial and Organizational Psychology
Boston College 1985 — 1989
Bachelor's degree, Human Development
J.P. Morgan July 1989 - Present
Skills
Organizational..., Organizational..., Human Resources, Regulatory Affairs, Global Compensation
Education
Teachers College of Columbia University 1992 — 1995
Master's degree, Industrial and Organizational Psychology
Boston College 1985 — 1989
Bachelor's degree, Human Development
Michael Milsted Jr.'s J.P. Morgan Experience July 2014 - Present
Job Financial Analyst at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan July 2014 - Present
Temple University Sponsored Programs February 2012 - July 2014
Apex Facility Resources June 2011 - August 2012
Skills
Word, Wordpress, Excel, SAP, Dreamweaver, Cpr Certified, First Aid, Microsoft Excel, Microsoft Word, Access, Customer Service, Research, SQL, SharePoint, Microsoft Office, Data Analysis, WordPress, Program Management, PowerPoint, Outlook, Public Speaking, Teamwork
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
J.P. Morgan July 2014 - Present
Temple University Sponsored Programs February 2012 - July 2014
Apex Facility Resources June 2011 - August 2012
Skills
Word, Wordpress, Excel, SAP, Dreamweaver, Cpr Certified, First Aid, Microsoft Excel, Microsoft Word, Access, Customer Service, Research, SQL, SharePoint, Microsoft Office, Data Analysis, WordPress, Program Management, PowerPoint, Outlook, Public Speaking, Teamwork
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Ivy Tsui Ivy Tsui's J.P. Morgan Experience June 2008 - February 2011
Job Director of HR at Publicis Healthcare Communications Group
Industry Human Resources
Experience
Publicis Healthcare Communications Group May 2013 - Present
Avon Products Inc February 2011 - May 2013
J.P. Morgan June 2008 - February 2011
J.P. Morgan August 2006 - May 2008
JPMorgan Chase February 2004 - July 2006
J.P. Morgan May 2001 - January 2004
J.P. Morgan May 2000 - April 2001
JPMorgan Chase July 1997 - April 2000
Skills
Human Resources, Talent Management, Talent Acquisition, Organizational..., University Relations, Compensation, Career Development, Change Management, Deferred Compensation, Employee Relations, Employee Engagement, Management, Leadership, Onboarding, Organizational Design, Performance Management, Personnel Management, Recruiting, Strategy
Education
Teachers College of Columbia University 2002 — 2005
Master of Arts (M.A.), Organizational Psychology
Wellesley College 1993 — 1997
Bachelor of Arts (B.A.), Economics and International Relations
Publicis Healthcare Communications Group May 2013 - Present
Avon Products Inc February 2011 - May 2013
J.P. Morgan June 2008 - February 2011
J.P. Morgan August 2006 - May 2008
JPMorgan Chase February 2004 - July 2006
J.P. Morgan May 2001 - January 2004
J.P. Morgan May 2000 - April 2001
JPMorgan Chase July 1997 - April 2000
Skills
Human Resources, Talent Management, Talent Acquisition, Organizational..., University Relations, Compensation, Career Development, Change Management, Deferred Compensation, Employee Relations, Employee Engagement, Management, Leadership, Onboarding, Organizational Design, Performance Management, Personnel Management, Recruiting, Strategy
Education
Teachers College of Columbia University 2002 — 2005
Master of Arts (M.A.), Organizational Psychology
Wellesley College 1993 — 1997
Bachelor of Arts (B.A.), Economics and International Relations
Guy Feibish's J.P. Morgan Experience September 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
J.P. Morgan June 2012 - August 2012
Ernst & Young July 2010 - July 2011
ERNST &YOUNG – TRANSACTION ADVISORY SERVICES June 2008 - June 2010
Israeli Navy April 1998 - October 2005
Skills
Valuation, Mergers, Financial Modeling, IPO, Equities, Mergers & Acquisitions, Competitive Analysis, Due Diligence, Entrepreneurship, IFRS, Business Strategy, Auditing, Finance, Management, Economics, Accounting, Leadership, Corporate Finance, Financial Analysis, Management Consulting, Private Equity
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, Economics, Strategic Management, General Management, High Honors
Tel Aviv University 2005 — 2008
Accounting & Economic, Accounting and Finance
J.P. Morgan September 2013 - Present
J.P. Morgan June 2012 - August 2012
Ernst & Young July 2010 - July 2011
ERNST &YOUNG – TRANSACTION ADVISORY SERVICES June 2008 - June 2010
Israeli Navy April 1998 - October 2005
Skills
Valuation, Mergers, Financial Modeling, IPO, Equities, Mergers & Acquisitions, Competitive Analysis, Due Diligence, Entrepreneurship, IFRS, Business Strategy, Auditing, Finance, Management, Economics, Accounting, Leadership, Corporate Finance, Financial Analysis, Management Consulting, Private Equity
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, Economics, Strategic Management, General Management, High Honors
Tel Aviv University 2005 — 2008
Accounting & Economic, Accounting and Finance
Karen Boyle Karen Boyle's J.P. Morgan Experience April 2014 - Present
Job Executive Assistant at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
Guggenheim Partners June 2013 - April 2014
Universal WorldEvents January 2012 - June 2013
Alliance Healthcare Information August 2011 - January 2012
Alliance Healthcare Information September 2010 - August 2011
Alliance Healthcare Information May 2010 - September 2010
Temple University Housing and Residential Life August 2006 - May 2010
Skills
Quality Assurance, Program Management, Databases, Organization, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Customer Service, Teamwork, Budgets, Strategic Planning, Social Media Marketing, Events, Cvent, EMS, Event Management
Education
Temple University 2006 — 2010
Bachelor of Arts, Psychology
J.P. Morgan April 2014 - Present
Guggenheim Partners June 2013 - April 2014
Universal WorldEvents January 2012 - June 2013
Alliance Healthcare Information August 2011 - January 2012
Alliance Healthcare Information September 2010 - August 2011
Alliance Healthcare Information May 2010 - September 2010
Temple University Housing and Residential Life August 2006 - May 2010
Skills
Quality Assurance, Program Management, Databases, Organization, Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Customer Service, Teamwork, Budgets, Strategic Planning, Social Media Marketing, Events, Cvent, EMS, Event Management
Education
Temple University 2006 — 2010
Bachelor of Arts, Psychology
Yingying (Aileen) Wang Yingying (Aileen) Wang's J.P. Morgan Experience February 2015 - Present
Job Financial Analyst
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
VALO GROUP, LLC May 2014 - February 2015
TEMPLE UNIVERSITY August 2013 - May 2014
WUHAN UNIVERSITY September 2010 - June 2012
SHENZHEN STOCK EXCHANGE July 2011 - September 2011
DEPARTMENT OF PRICE SUPERVISION August 2009 - August 2009
Skills
Investments, Microsoft Excel, Bloomberg, Matlab, Financial Analysis, Risk Management, Research, Data Analysis, Finance, Statistics, Management, PowerPoint, Access, Microsoft Word, Financial Modeling, Customer Service, R, Stata
Education
Temple University - Fox School of Business and Management 2012 — 2014
Master's Degree, Financial Analysis and Risk Management, 3.75/4.0
Wuhan University 2008 — 2012
Bachelor's Degree, Finance
J.P. Morgan February 2015 - Present
VALO GROUP, LLC May 2014 - February 2015
TEMPLE UNIVERSITY August 2013 - May 2014
WUHAN UNIVERSITY September 2010 - June 2012
SHENZHEN STOCK EXCHANGE July 2011 - September 2011
DEPARTMENT OF PRICE SUPERVISION August 2009 - August 2009
Skills
Investments, Microsoft Excel, Bloomberg, Matlab, Financial Analysis, Risk Management, Research, Data Analysis, Finance, Statistics, Management, PowerPoint, Access, Microsoft Word, Financial Modeling, Customer Service, R, Stata
Education
Temple University - Fox School of Business and Management 2012 — 2014
Master's Degree, Financial Analysis and Risk Management, 3.75/4.0
Wuhan University 2008 — 2012
Bachelor's Degree, Finance
Mathew Ninan, MBA's J.P. Morgan Experience December 2011 - December 2012
Job Finance and Project Management Professional
Industry Financial Services
Experience
J.P. Morgan December 2011 - December 2012
BlackRock August 2008 - October 2010
J.P. Morgan December 2004 - January 2008
Logos Group July 2001 - December 2004
J.P. Morgan December 1996 - June 2001
Skills
Fixed Income, Equities, Securities, Asset Management, Capital Markets, Prime Brokerage, Bloomberg, Mutual Funds, Middle Office, Risk Management, Microsoft Excel, MBS, Bonds, Fund Accounting, Market Risk, ABS, PowerPoint, Banking, Portfolio Management, Finance, Asset Managment, Microsoft Word, Power Point, Outlook, Visio, Publisher, MS Excel Pivot Tables, Vlookup, Private Piloting, Microsoft Access
Education
Temple University - Fox School of Business and Management
MBA, Strategic Management
Temple University - Fox School of Business and Management
BBA, Marketing, Real Estate
J.P. Morgan December 2011 - December 2012
BlackRock August 2008 - October 2010
J.P. Morgan December 2004 - January 2008
Logos Group July 2001 - December 2004
J.P. Morgan December 1996 - June 2001
Skills
Fixed Income, Equities, Securities, Asset Management, Capital Markets, Prime Brokerage, Bloomberg, Mutual Funds, Middle Office, Risk Management, Microsoft Excel, MBS, Bonds, Fund Accounting, Market Risk, ABS, PowerPoint, Banking, Portfolio Management, Finance, Asset Managment, Microsoft Word, Power Point, Outlook, Visio, Publisher, MS Excel Pivot Tables, Vlookup, Private Piloting, Microsoft Access
Education
Temple University - Fox School of Business and Management
MBA, Strategic Management
Temple University - Fox School of Business and Management
BBA, Marketing, Real Estate
Amity Chaulk Amity Chaulk's J.P. Morgan Experience August 2009 - February 2012
Job Senior Research Analyst, Private Equity at Fort Washington Investment Advisors, Inc.
Industry Financial Services
Experience
Fort Washington Investment Advisors, Inc. April 2015 - Present
Fort Washington Investment Advisors, Inc. March 2012 - April 2015
Kappa Alpha Theta Sorority, University of Cincinnati March 2003 - May 2012
J.P. Morgan August 2009 - February 2012
J.P. Morgan May 2008 - August 2009
J.P. Morgan August 2007 - May 2008
Integrated Investment Services December 2005 - August 2007
Ultimus Fund Solutions, LLC March 2005 - September 2005
Marvin F. Poer & Company December 2003 - September 2004
Education
University of Cincinnati College of Business 2001 — 2005
BA, Finance, International Business
Universidad del Desarrollo 2004 — 2004
Tecnológico de Monterrey 2002 — 2002
Newmarket High School 1997 — 2001
Country Day School
Fort Washington Investment Advisors, Inc. April 2015 - Present
Fort Washington Investment Advisors, Inc. March 2012 - April 2015
Kappa Alpha Theta Sorority, University of Cincinnati March 2003 - May 2012
J.P. Morgan August 2009 - February 2012
J.P. Morgan May 2008 - August 2009
J.P. Morgan August 2007 - May 2008
Integrated Investment Services December 2005 - August 2007
Ultimus Fund Solutions, LLC March 2005 - September 2005
Marvin F. Poer & Company December 2003 - September 2004
Education
University of Cincinnati College of Business 2001 — 2005
BA, Finance, International Business
Universidad del Desarrollo 2004 — 2004
Tecnológico de Monterrey 2002 — 2002
Newmarket High School 1997 — 2001
Country Day School
Helena Shen Helena Shen's J.P. Morgan Experience September 2013 - Present
Job
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
JP Morgan Chase June 2011 - September 2013
Washington Mutual October 2005 - October 2008
GlobalNetXchange/GNX October 2002 - July 2005
CHINA CHAMBER OF INTERNATIONAL COMMERCE August 1996 - July 2000
Skills
E-commerce, Project Management, Digital Marketing, Portfolio Management, Internet Banking, Vendor Relationships, Multilingual, Vendor Management, Analytics, Product Management, SDLC, Program Management, Business Analysis, Cross-functional Team..., Financial Services, CRM, Relationship Management, Agile Methodologies, Strategic Planning, Requirements Analysis, Leadership, Business Development
Education
Temple University - Fox School of Business and Management 2000 — 2002
MBA, 2002
J.P. Morgan September 2013 - Present
JP Morgan Chase June 2011 - September 2013
Washington Mutual October 2005 - October 2008
GlobalNetXchange/GNX October 2002 - July 2005
CHINA CHAMBER OF INTERNATIONAL COMMERCE August 1996 - July 2000
Skills
E-commerce, Project Management, Digital Marketing, Portfolio Management, Internet Banking, Vendor Relationships, Multilingual, Vendor Management, Analytics, Product Management, SDLC, Program Management, Business Analysis, Cross-functional Team..., Financial Services, CRM, Relationship Management, Agile Methodologies, Strategic Planning, Requirements Analysis, Leadership, Business Development
Education
Temple University - Fox School of Business and Management 2000 — 2002
MBA, 2002
sharon everage's J.P. Morgan Experience September 2011 - Present
Job Business Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2011 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Analysis
Education
Tarrant County College 2000 — 2002
Associate's degree, Business Administration and Management, General
Tarrant County College 1999 — 2002
Associates, Bussiness
J.P. Morgan September 2011 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Analysis
Education
Tarrant County College 2000 — 2002
Associate's degree, Business Administration and Management, General
Tarrant County College 1999 — 2002
Associates, Bussiness
Julia Knable Julia Knable's J.P. Morgan Experience June 2015 - August 2015
Job Student Assistant at Temple University – Fox School – Management Information Systems
Industry Financial Services
Experience
Temple University – Fox School – Management Information Systems August 2015 - Present
Temple University August 2014 - Present
Temple University August 2013 - Present
J.P. Morgan June 2015 - August 2015
Wolters Kluwer Health January 2015 - May 2015
Penn Mutual May 2014 - August 2014
Temple University March 2013 - August 2014
Green Philly Blog January 2014 - May 2014
Temple University December 2013 - May 2014
TerraCycle May 2013 - August 2013
Skills
Social Media, Google Analytics, Microsoft Office, WordPress, Leadership, Public Speaking, Marketing Communications, MySQL, Customer Service, Time Management, Microsoft Word, Team Leadership, Community Outreach, Marketing, Teamwork, Outlook, PowerPoint, Sales, Facebook, Problem Solving, Social Networking, Research, Social Media Marketing, Project Management, VMware, Event Planning, HootSuite, Blogging, SAS, SAP
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Management Information Systems, General
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Palisades High School
High School Degree
Temple University – Fox School – Management Information Systems August 2015 - Present
Temple University August 2014 - Present
Temple University August 2013 - Present
J.P. Morgan June 2015 - August 2015
Wolters Kluwer Health January 2015 - May 2015
Penn Mutual May 2014 - August 2014
Temple University March 2013 - August 2014
Green Philly Blog January 2014 - May 2014
Temple University December 2013 - May 2014
TerraCycle May 2013 - August 2013
Skills
Social Media, Google Analytics, Microsoft Office, WordPress, Leadership, Public Speaking, Marketing Communications, MySQL, Customer Service, Time Management, Microsoft Word, Team Leadership, Community Outreach, Marketing, Teamwork, Outlook, PowerPoint, Sales, Facebook, Problem Solving, Social Networking, Research, Social Media Marketing, Project Management, VMware, Event Planning, HootSuite, Blogging, SAS, SAP
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Management Information Systems, General
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Palisades High School
High School Degree
Alexa Schwarz's J.P. Morgan Experience July 2013 - Present
Job Analyst at JP Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Ladenburg Thalmann June 2012 - August 2012
The Estée Lauder Companies Inc. May 2011 - August 2011
Bottega Veneta May 2010 - August 2010
Deutsch May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Asset Management, Investment Management, Bloomberg, Microsoft Excel, PowerPoint, InDesign, Capital IQ, Marketing, Brand Positioning..., Strategic Planning, Writing, Microsoft Office, Social Media, Microsoft Word, Research, Data Analysis, Business Development
Education
University of Pennsylvania 2009 — 2013
Bachelor's Degree, Communication, Near and Middle Eastern Studies
Tel Aviv University 2011 — 2011
Study Abroad
Horace Mann School 1993 — 2009
J.P. Morgan July 2013 - Present
Ladenburg Thalmann June 2012 - August 2012
The Estée Lauder Companies Inc. May 2011 - August 2011
Bottega Veneta May 2010 - August 2010
Deutsch May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Asset Management, Investment Management, Bloomberg, Microsoft Excel, PowerPoint, InDesign, Capital IQ, Marketing, Brand Positioning..., Strategic Planning, Writing, Microsoft Office, Social Media, Microsoft Word, Research, Data Analysis, Business Development
Education
University of Pennsylvania 2009 — 2013
Bachelor's Degree, Communication, Near and Middle Eastern Studies
Tel Aviv University 2011 — 2011
Study Abroad
Horace Mann School 1993 — 2009
Brandon Heck's J.P. Morgan Experience May 2015 - August 2015
Job Private Equity Analyst at Leonidas Capital/Investment Banking Institute Student
Industry Investment Banking
Experience
Fox School of Business at Temple University April 2015 - Present
IMA Institute of Management Accountants April 2015 - Present
Leonidas Capital Partners August 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - August 2015
J.P. Morgan May 2015 - August 2015
Fox School of Business at Temple University February 2015 - August 2015
Fox School of Business at Temple University January 2015 - June 2015
TD Bank May 2014 - December 2014
Philadelphia Insurance Companies May 2013 - August 2013
Skills
Leadership, Microsoft Excel, Motivational Speaking, Banking, Accounting, Financial Modeling, Bloomberg Terminal, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Windows, Outlook, Research, Presentations, Sales, Equities
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting, Senior
Fox School of Business at Temple University April 2015 - Present
IMA Institute of Management Accountants April 2015 - Present
Leonidas Capital Partners August 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - August 2015
J.P. Morgan May 2015 - August 2015
Fox School of Business at Temple University February 2015 - August 2015
Fox School of Business at Temple University January 2015 - June 2015
TD Bank May 2014 - December 2014
Philadelphia Insurance Companies May 2013 - August 2013
Skills
Leadership, Microsoft Excel, Motivational Speaking, Banking, Accounting, Financial Modeling, Bloomberg Terminal, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Windows, Outlook, Research, Presentations, Sales, Equities
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting, Senior
Elaina James's J.P. Morgan Experience May 2009 - May 2010
Job Revenue Cycle Manager
Industry Hospital & Health Care
Experience
University Orthopaedic Associates,LLC. February 2014 - Present
University Orthopaedic Associates May 2010 - February 2014
J.P. Morgan May 2009 - May 2010
Skills
Customer Service, Sales, Microsoft Excel, Healthcare, Leadership, Outlook, Finance, Financial Analysis, Insurance, Banking
Education
Temple University 2005 — 2009
Bachelor of Science (B.S.), Business, Computers, Information Technology, and Education
Temple University 2005 — 2009
Bachelor of Science (B.Sc.), Business, Computers and Information Technology
University Orthopaedic Associates,LLC. February 2014 - Present
University Orthopaedic Associates May 2010 - February 2014
J.P. Morgan May 2009 - May 2010
Skills
Customer Service, Sales, Microsoft Excel, Healthcare, Leadership, Outlook, Finance, Financial Analysis, Insurance, Banking
Education
Temple University 2005 — 2009
Bachelor of Science (B.S.), Business, Computers, Information Technology, and Education
Temple University 2005 — 2009
Bachelor of Science (B.Sc.), Business, Computers and Information Technology
Kyle Ashmore Kyle Ashmore's J.P. Morgan Experience March 2015 - Present
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
J.P. Morgan May 2014 - August 2014
Calpine February 2014 - May 2014
Hewlett-Packard June 2013 - August 2013
Legacy Asset Management April 2012 - December 2012
Skills
Microsoft Office, Bloomberg, Morningstar, Financial Modeling, Financial Analysis, Treasury Management, Accounting, Team Leadership, Teamwork, Fundraising, Customer Service, Equity Research, Securities, Valuation
Education
Texas A&M University 2010 — 2014
Bachelor’s Degree, Finance
J.P. Morgan March 2015 - Present
J.P. Morgan May 2014 - August 2014
Calpine February 2014 - May 2014
Hewlett-Packard June 2013 - August 2013
Legacy Asset Management April 2012 - December 2012
Skills
Microsoft Office, Bloomberg, Morningstar, Financial Modeling, Financial Analysis, Treasury Management, Accounting, Team Leadership, Teamwork, Fundraising, Customer Service, Equity Research, Securities, Valuation
Education
Texas A&M University 2010 — 2014
Bachelor’s Degree, Finance
Vincent Gasbarro Vincent Gasbarro's J.P. Morgan Experience January 2015 - Present
Job Associate, Depositary Receipts at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan January 2014 - December 2014
J.P. Morgan July 2012 - December 2013
Skills
Microsoft Excel, Access, Microsoft Office, Process Improvement, Community Outreach, Analysis, Leadership, Finance
Education
Temple University - Fox School of Business and Management 2008 — 2012
BBA, Finance
J.P. Morgan January 2015 - Present
J.P. Morgan January 2014 - December 2014
J.P. Morgan July 2012 - December 2013
Skills
Microsoft Excel, Access, Microsoft Office, Process Improvement, Community Outreach, Analysis, Leadership, Finance
Education
Temple University - Fox School of Business and Management 2008 — 2012
BBA, Finance
Geoffrey Lathrop Geoffrey Lathrop's J.P. Morgan Experience May 1993 - November 1993
Job Helping companies improve the design, development, and performance of their information technology
Industry Information Technology and Services
Experience
DefinedLogic May 2010 - Present
Direct Group (now Budco) September 2009 - December 2009
Educational Testing Service (ETS) January 2002 - August 2008
The McGraw Hill Companies December 2000 - December 2001
Educational Testing Service (ETS) December 1999 - November 2000
The McGraw Hill Companies April 1995 - September 1999
Simon & Schuster February 1994 - April 1995
General Accident Insurance Company November 1993 - February 1994
J.P. Morgan May 1993 - November 1993
Macmillan Publishing Company June 1989 - May 1993
Skills
Business Analysis, Systems Analysis, Project Management, Client Relations Skills, Business Requirements, Requirements Analysis, Problem Solving, Process Improvement, Cross-functional..., Agile Methodologies, Integration, SDLC, Scrum, Kanban, Agile & Waterfall..., Visio, Requirements Gathering, Program Management, CMS, Web Content Management, Software Project..., CRM, Oracle, Analysis, Cross-functional Team..., Data Analysis, Agile Project Management, Testing, PMO, Vendor Management, Business Process..., Telecommunications, PMP, Software Documentation, Project Portfolio..., IT Strategy, Waterfall, Solution Architecture, IT Management, Business Process, User Experience, Enterprise Architecture, SOA, SharePoint, Information Architecture, Resource Management, SQL, Business Intelligence, User Acceptance Testing, Web Applications
Education
Temple University
Bachelor's Degree - BA, Political Science
DefinedLogic May 2010 - Present
Direct Group (now Budco) September 2009 - December 2009
Educational Testing Service (ETS) January 2002 - August 2008
The McGraw Hill Companies December 2000 - December 2001
Educational Testing Service (ETS) December 1999 - November 2000
The McGraw Hill Companies April 1995 - September 1999
Simon & Schuster February 1994 - April 1995
General Accident Insurance Company November 1993 - February 1994
J.P. Morgan May 1993 - November 1993
Macmillan Publishing Company June 1989 - May 1993
Skills
Business Analysis, Systems Analysis, Project Management, Client Relations Skills, Business Requirements, Requirements Analysis, Problem Solving, Process Improvement, Cross-functional..., Agile Methodologies, Integration, SDLC, Scrum, Kanban, Agile & Waterfall..., Visio, Requirements Gathering, Program Management, CMS, Web Content Management, Software Project..., CRM, Oracle, Analysis, Cross-functional Team..., Data Analysis, Agile Project Management, Testing, PMO, Vendor Management, Business Process..., Telecommunications, PMP, Software Documentation, Project Portfolio..., IT Strategy, Waterfall, Solution Architecture, IT Management, Business Process, User Experience, Enterprise Architecture, SOA, SharePoint, Information Architecture, Resource Management, SQL, Business Intelligence, User Acceptance Testing, Web Applications
Education
Temple University
Bachelor's Degree - BA, Political Science
Hong Luu Hong Luu's J.P. Morgan Experience June 2013 - June 2014
Job MSc Investment Management, CFA Level II Candidate
Industry Investment Management
Experience
Mondrian Investment Partners (US) June 2014 - Present
J.P. Morgan June 2013 - June 2014
Lincoln Financial Advisors December 2011 - May 2012
TD May 2011 - August 2011
Comcast May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Investment Banking, Portfolio Management, Budgets, Finance, Accounting, Insurance, Real Estate
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Science (MSc), Investment Management, Dean’s Certificate of Excellence
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (BBA), Magna Cum Laude
Mondrian Investment Partners (US) June 2014 - Present
J.P. Morgan June 2013 - June 2014
Lincoln Financial Advisors December 2011 - May 2012
TD May 2011 - August 2011
Comcast May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Investment Banking, Portfolio Management, Budgets, Finance, Accounting, Insurance, Real Estate
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Science (MSc), Investment Management, Dean’s Certificate of Excellence
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (BBA), Magna Cum Laude
Deborah Biegalski CISSP Deborah Biegalski CISSP's J.P. Morgan Experience May 2015 - Present
Job Information Security Governance and Oversight at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan May 2015 - Present
TD Bank N.A. October 2013 - May 2015
Citi Bank January 2012 - March 2013
GE Capital March 2011 - September 2011
Federal Reserve Bank of New York March 2010 - January 2011
GMAC ResCap April 2009 - January 2010
Bristol-Myers Squibb 2008 - April 2009
GR Consulting November 2006 - December 2007
Skills
Information Security, Security, Governance, Risk Management, Management, IT Audit, IT Strategy, Risk Assessment
Education
Temple University 1986 — 1990
BBA, Business Admin/Accounting
J.P. Morgan May 2015 - Present
TD Bank N.A. October 2013 - May 2015
Citi Bank January 2012 - March 2013
GE Capital March 2011 - September 2011
Federal Reserve Bank of New York March 2010 - January 2011
GMAC ResCap April 2009 - January 2010
Bristol-Myers Squibb 2008 - April 2009
GR Consulting November 2006 - December 2007
Skills
Information Security, Security, Governance, Risk Management, Management, IT Audit, IT Strategy, Risk Assessment
Education
Temple University 1986 — 1990
BBA, Business Admin/Accounting
Chad Burgess's J.P. Morgan Experience May 2014 - July 2014
Job Finance | Operations | Entrepreneurship
Industry Venture Capital & Private Equity
Experience
Keen Home January 2015 - February 2015
NextGen Angels October 2014 - December 2014
J.P. Morgan May 2014 - July 2014
Deere & Company January 2013 - April 2014
US Army October 2009 - October 2012
TAS May 2007 - July 2007
Skills
Entrepreneurship, Corporate Finance, Analysis, Social Entrepreneurship, Marketing Research, Leadership, Operational Planning, Security Clearance, Afghanistan, Military, Training, Logistics, Operations Management, Army, Management, Strategy, National Security, Military Operations, Microsoft Office, Strategic Planning, Project Management, DoD
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship & Innovation and Financial Instruments & Markets
Texas A&M University
Bachelor of Science, Magna Cum Laude
Keen Home January 2015 - February 2015
NextGen Angels October 2014 - December 2014
J.P. Morgan May 2014 - July 2014
Deere & Company January 2013 - April 2014
US Army October 2009 - October 2012
TAS May 2007 - July 2007
Skills
Entrepreneurship, Corporate Finance, Analysis, Social Entrepreneurship, Marketing Research, Leadership, Operational Planning, Security Clearance, Afghanistan, Military, Training, Logistics, Operations Management, Army, Management, Strategy, National Security, Military Operations, Microsoft Office, Strategic Planning, Project Management, DoD
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Entrepreneurship & Innovation and Financial Instruments & Markets
Texas A&M University
Bachelor of Science, Magna Cum Laude
Ian M. Person, CFA Ian M. Person, CFA's J.P. Morgan Experience August 2010 - August 2012
Job Equity Research Associate Bloomberg Intelligence
Industry Financial Services
Experience
Bloomberg LP December 2014 - Present
Bloomberg LP March 2013 - December 2014
Vanguard October 2012 - March 2013
J.P. Morgan August 2010 - August 2012
Education
Temple University
BBA
Bloomberg LP December 2014 - Present
Bloomberg LP March 2013 - December 2014
Vanguard October 2012 - March 2013
J.P. Morgan August 2010 - August 2012
Education
Temple University
BBA
Nicholas W. Mingone's J.P. Morgan Experience September 2013 - September 2014
Job Wholesaler at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate September 2014 - Present
J.P. Morgan September 2013 - September 2014
Morgan Stanley Wealth Management September 2012 - August 2013
Skills
Retirement, Retirement Planning, Mutual Funds, Fixed Annuities, Finance, Disability Insurance
Education
Temple University
Bachelor of Business Administration, Finance
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance
Resource Real Estate September 2014 - Present
J.P. Morgan September 2013 - September 2014
Morgan Stanley Wealth Management September 2012 - August 2013
Skills
Retirement, Retirement Planning, Mutual Funds, Fixed Annuities, Finance, Disability Insurance
Education
Temple University
Bachelor of Business Administration, Finance
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance
Nicholas Lenzi Nicholas Lenzi's J.P. Morgan Experience December 2010 - December 2012
Job Finance Director & Dinner Groups Director at Hoboken Grace Community Church
Industry Nonprofit Organization Management
Experience
Hoboken Grace Community Church December 2012 - Present
JP Morgan December 2010 - December 2012
J.P. Morgan August 2009 - December 2010
J.P. Morgan January 2008 - August 2009
Aon June 2007 - August 2007
Johnson & Johnson June 2006 - January 2007
Temple University 2004 - 2006
Skills
Small Group, Small Group Consulting, Church Administration, Churchteams, Non-profit Leadership, Pushpay, Non-profit..., Church Growth, Fellowship One, Microsoft Excel, Non-profit Fund..., PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Data Analysis, Cognos, Adobe Creative Suite, Omgeo Oasys, SQL, Access, CTM, Omgeo ALERT, Leadership, Organizational..., Strategic Leadership, QuickBooks, Small Group Growth, Volunteer Management, Volunteer Recruiting, Volunteer Training, Accounting, Management, Corporate Finance, Equities, Community Outreach, Auditing, MS Project, Finance, Sarbanes-Oxley Act, Business Analysis, Financial Reporting
Education
Temple University 2003 — 2007
Bachelor of Business Administration, Finance
Hoboken Grace Community Church December 2012 - Present
JP Morgan December 2010 - December 2012
J.P. Morgan August 2009 - December 2010
J.P. Morgan January 2008 - August 2009
Aon June 2007 - August 2007
Johnson & Johnson June 2006 - January 2007
Temple University 2004 - 2006
Skills
Small Group, Small Group Consulting, Church Administration, Churchteams, Non-profit Leadership, Pushpay, Non-profit..., Church Growth, Fellowship One, Microsoft Excel, Non-profit Fund..., PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Data Analysis, Cognos, Adobe Creative Suite, Omgeo Oasys, SQL, Access, CTM, Omgeo ALERT, Leadership, Organizational..., Strategic Leadership, QuickBooks, Small Group Growth, Volunteer Management, Volunteer Recruiting, Volunteer Training, Accounting, Management, Corporate Finance, Equities, Community Outreach, Auditing, MS Project, Finance, Sarbanes-Oxley Act, Business Analysis, Financial Reporting
Education
Temple University 2003 — 2007
Bachelor of Business Administration, Finance
Christopher Nutt, CAIA Christopher Nutt, CAIA's J.P. Morgan Experience November 2011 - Present
Job Special Credits, J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 2011 - Present
Skills
Investment Banking, Portfolio Management, Equities, Financial Risk, Credit, Fixed Income, Cash Management, Alternative Investments, Derivatives, Capital Markets, Financial Modeling, Valuation, Securities, Risk Management, Credit Risk, Market Risk, Finance
Education
NYU Stern School of Business 2013 — 2014
Master of Science (MS), Risk Management
Temple University 2001 — 2005
Bachelor of Business Administration, Major – Finance; Minor – Real Estate & Alternative Investments, Summa cum laude - Presidential Scholar
J.P. Morgan November 2011 - Present
Skills
Investment Banking, Portfolio Management, Equities, Financial Risk, Credit, Fixed Income, Cash Management, Alternative Investments, Derivatives, Capital Markets, Financial Modeling, Valuation, Securities, Risk Management, Credit Risk, Market Risk, Finance
Education
NYU Stern School of Business 2013 — 2014
Master of Science (MS), Risk Management
Temple University 2001 — 2005
Bachelor of Business Administration, Major – Finance; Minor – Real Estate & Alternative Investments, Summa cum laude - Presidential Scholar
Anthony Bucci Anthony Bucci's J.P. Morgan Experience September 2014 - Present
Job Vice President Corporate & Investment Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
AIG June 2013 - September 2014
JPMorgan Chase 2009 - June 2013
Skills
Financial Analysis, Financial Reporting, Communication, Relationship Management, Risk Management, Sales Management, Microsoft Excel, Presentations, Banking, Investments, Portfolio Management, Analytics, Strategic Financial..., Financial Planning
Education
Temple University - Fox School of Business and Management
Bachelor's degree, Economics
J.P. Morgan September 2014 - Present
AIG June 2013 - September 2014
JPMorgan Chase 2009 - June 2013
Skills
Financial Analysis, Financial Reporting, Communication, Relationship Management, Risk Management, Sales Management, Microsoft Excel, Presentations, Banking, Investments, Portfolio Management, Analytics, Strategic Financial..., Financial Planning
Education
Temple University - Fox School of Business and Management
Bachelor's degree, Economics
Brent Seidenberger Brent Seidenberger's J.P. Morgan Experience February 2015 - Present
Job Vice President Farm & Ranch Executive
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
Amarillo National Bank 2008 - February 2015
Southwest Agribusiness Consulting November 2005 - May 2010
Skills
Real Estate, Negotiation, Customer Relations, Agriculture, Agribusiness, Commodities, Farms, Leases, Customer Service, Commodity, Loans, Investments, Management, Asset Managment, Residential Homes, Valuation, Investment Properties, Strategic Planning, Real Estate Transactions, Sellers, Portfolio Management, Commodity Risk..., Commercial Lending, Credit, Commercial Real Estate, Brokerage, Credit Analysis, Real Estate Economics, Banking
Education
Texas A&M University 1996 — 2000
B.S., Agricultural Systems Management
J.P. Morgan February 2015 - Present
Amarillo National Bank 2008 - February 2015
Southwest Agribusiness Consulting November 2005 - May 2010
Skills
Real Estate, Negotiation, Customer Relations, Agriculture, Agribusiness, Commodities, Farms, Leases, Customer Service, Commodity, Loans, Investments, Management, Asset Managment, Residential Homes, Valuation, Investment Properties, Strategic Planning, Real Estate Transactions, Sellers, Portfolio Management, Commodity Risk..., Commercial Lending, Credit, Commercial Real Estate, Brokerage, Credit Analysis, Real Estate Economics, Banking
Education
Texas A&M University 1996 — 2000
B.S., Agricultural Systems Management
Kelvin Huerta Kettelsen's J.P. Morgan Experience January 2014 - January 2015
Job Account Manager for compliance/AML/KYC/FATCA/watch lists solutions
Industry Information Technology and Services
Experience
FircoSoft & Accuity January 2015 - Present
J.P. Morgan January 2014 - January 2015
EY July 2013 - January 2014
Spartan Indoor Futbol Club November 2011 - May 2013
University of Tampa August 2009 - May 2013
Marcus & Millichap October 2011 - April 2012
Haiat & Asociados, S. C. Mexico City, Mexico May 2011 - June 2011
Grupo Mercantil Administrativo S.A. DE C.V. May 2010 - August 2010
Skills
Leadership, Event Planning, Public Relations, Microsoft Excel, Microsoft Office, Management, Social Media Marketing, Microsoft Word, Public Speaking, Marketing Strategy, PowerPoint, Accounting, Negotiation, Information Technology, Software, Sales, Banking, Conflict Resolution, Market Research, Customer Service, Creative Writing, Email Marketing, Online Advertising, Marketing, Loan Officers, Outlook
Education
University of Tampa - John H. Sykes College of Business 2009 — 2013
Bachelor of Science (BS), International Business & Management, 3.55/4.0
University of Tampa - John H. Sykes College of Business 2009 — 2013
Bachelor's Degree, Accounting
Tecnológico de Monterrey 2010 — 2010
Cost Accounting, 94/100
Colegio Merici de Ciencias y Humanidades 1996 — 2009
International Baccalaureate, 3.68/4.0
Global Community College - Calgary 2008 — 2008
International Studies
FircoSoft & Accuity January 2015 - Present
J.P. Morgan January 2014 - January 2015
EY July 2013 - January 2014
Spartan Indoor Futbol Club November 2011 - May 2013
University of Tampa August 2009 - May 2013
Marcus & Millichap October 2011 - April 2012
Haiat & Asociados, S. C. Mexico City, Mexico May 2011 - June 2011
Grupo Mercantil Administrativo S.A. DE C.V. May 2010 - August 2010
Skills
Leadership, Event Planning, Public Relations, Microsoft Excel, Microsoft Office, Management, Social Media Marketing, Microsoft Word, Public Speaking, Marketing Strategy, PowerPoint, Accounting, Negotiation, Information Technology, Software, Sales, Banking, Conflict Resolution, Market Research, Customer Service, Creative Writing, Email Marketing, Online Advertising, Marketing, Loan Officers, Outlook
Education
University of Tampa - John H. Sykes College of Business 2009 — 2013
Bachelor of Science (BS), International Business & Management, 3.55/4.0
University of Tampa - John H. Sykes College of Business 2009 — 2013
Bachelor's Degree, Accounting
Tecnológico de Monterrey 2010 — 2010
Cost Accounting, 94/100
Colegio Merici de Ciencias y Humanidades 1996 — 2009
International Baccalaureate, 3.68/4.0
Global Community College - Calgary 2008 — 2008
International Studies
Jessica Le Jessica Le's J.P. Morgan Experience July 2015 - Present
Job Operations Analyst at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Net Impact May 2014 - May 2015
Johnson & Johnson July 2014 - August 2014
Johnson & Johnson December 2013 - July 2014
Net Impact August 2013 - December 2013
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Valuation, Management, Strategic Financial..., Budgets, Account Reconciliation, Investments, Analysis, Leadership, Financial Planning, Time Management, Social Media, Customer Service, Public Speaking
Education
Temple University 2011 — 2015
Finance, General
J.P. Morgan July 2015 - Present
Net Impact May 2014 - May 2015
Johnson & Johnson July 2014 - August 2014
Johnson & Johnson December 2013 - July 2014
Net Impact August 2013 - December 2013
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Valuation, Management, Strategic Financial..., Budgets, Account Reconciliation, Investments, Analysis, Leadership, Financial Planning, Time Management, Social Media, Customer Service, Public Speaking
Education
Temple University 2011 — 2015
Finance, General
Anthony Minford Anthony Minford's J.P. Morgan Experience June 2015 - August 2015
Job Business Technology Analyst Intern at J.P.Morgan Chase
Industry Accounting
Experience
Temple University January 2015 - Present
J.P. Morgan June 2015 - August 2015
Aramark June 2014 - August 2014
Prudential Financial May 2014 - May 2014
PwC January 2014 - April 2014
Deloitte January 2014 - January 2014
Temple University June 2013 - December 2013
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, PHP, MySQL, WordPress, Justinmind
Education
Temple University 2012 — 2016
Major - Management Information Systems, Minor - Accounting, GPA: 3.95
Garnet Valley High School 2009 — 2012
Top 5% of class
Temple University January 2015 - Present
J.P. Morgan June 2015 - August 2015
Aramark June 2014 - August 2014
Prudential Financial May 2014 - May 2014
PwC January 2014 - April 2014
Deloitte January 2014 - January 2014
Temple University June 2013 - December 2013
Skills
Accounting, Microsoft Excel, Microsoft Word, PowerPoint, PHP, MySQL, WordPress, Justinmind
Education
Temple University 2012 — 2016
Major - Management Information Systems, Minor - Accounting, GPA: 3.95
Garnet Valley High School 2009 — 2012
Top 5% of class
Meera Desai Meera Desai's J.P. Morgan Experience August 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan July 2012 - August 2014
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Skills
Project Management, Business Analysis, Presentation Development, Public Speaking, Strategic Planning, Cross-functional Team...
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan August 2014 - Present
J.P. Morgan July 2012 - August 2014
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Skills
Project Management, Business Analysis, Presentation Development, Public Speaking, Strategic Planning, Cross-functional Team...
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Chris Nolfi's J.P. Morgan Experience November 2013 - April 2014
Job Financial Analyst at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin, Enterprise Business Services May 2015 - Present
Lockheed Martin, Enterprise Business Services April 2014 - May 2015
J.P. Morgan November 2013 - April 2014
Best Buy March 2008 - November 2013
Blue White Scholarship Foundation January 2007 - June 2011
Skills
Finance, Data Analysis, Budgets, Microsoft Excel, Hyperion, SAP BW, OBIEE, Excel Dashboards, What-if Analysis, Control Account...
Education
Temple University 2008 — 2013
Bachelor of Arts (B.A.), Economics
Archbishop John Carroll High School 2004 — 2008
Lockheed Martin, Enterprise Business Services May 2015 - Present
Lockheed Martin, Enterprise Business Services April 2014 - May 2015
J.P. Morgan November 2013 - April 2014
Best Buy March 2008 - November 2013
Blue White Scholarship Foundation January 2007 - June 2011
Skills
Finance, Data Analysis, Budgets, Microsoft Excel, Hyperion, SAP BW, OBIEE, Excel Dashboards, What-if Analysis, Control Account...
Education
Temple University 2008 — 2013
Bachelor of Arts (B.A.), Economics
Archbishop John Carroll High School 2004 — 2008
Annette Osband Annette Osband's J.P. Morgan Experience January 1989 - April 1994
Job Upper School Mathematics Teacher at Whitby School
Industry Education Management
Experience
Whitby School November 2011 - Present
Credit Suisse May 1994 - February 1998
J.P. Morgan January 1989 - April 1994
Education
Teachers College of Columbia University 2009 — 2011
MA, Mathematics Ed
Université de Geneve 1984 — 1988
BS, Economics & Quantitative methods
Whitby School November 2011 - Present
Credit Suisse May 1994 - February 1998
J.P. Morgan January 1989 - April 1994
Education
Teachers College of Columbia University 2009 — 2011
MA, Mathematics Ed
Université de Geneve 1984 — 1988
BS, Economics & Quantitative methods
David Wuthrich David Wuthrich's J.P. Morgan Experience September 2009 - October 2012
Job Strategic Business Integration at Cadence Bank
Industry Individual & Family Services
Experience
Cadence Bank September 2014 - Present
MARSH Private Client Group October 2012 - September 2014
J.P. Morgan September 2009 - October 2012
Northern Trust August 2006 - September 2009
Chubb Insurance 1998 - 2005
Chubb Insurance 1998 - 2005
Executive Risk 1997 - 1999
Skills
High Net Worth..., Private Banking, Series 7, Asset Managment, Strategic Financial..., Trust Services, Family Office, Insurance
Education
Texas A&M University 1982 — 1984
BBA, Marketing
Cadence Bank September 2014 - Present
MARSH Private Client Group October 2012 - September 2014
J.P. Morgan September 2009 - October 2012
Northern Trust August 2006 - September 2009
Chubb Insurance 1998 - 2005
Chubb Insurance 1998 - 2005
Executive Risk 1997 - 1999
Skills
High Net Worth..., Private Banking, Series 7, Asset Managment, Strategic Financial..., Trust Services, Family Office, Insurance
Education
Texas A&M University 1982 — 1984
BBA, Marketing
Moshe Mintos Moshe Mintos's J.P. Morgan Experience 2011 - 2012
Job Senior Compliance Officer at Millennium Partners
Industry Law Practice
Experience
Millennium Partners 2013 - Present
Credit Suisse 2012 - 2013
J.P. Morgan 2011 - 2012
Goodwin Procter LLP 2004 - 2010
Morgan Stanley 2000 - 2004
Skills
Hedge Funds, Derivatives, Mutual Funds, Securities Regulation, Compliance, FINRA, Investment Management, SEC, Investments, AML, KYC, Financial Regulation, Legal Writing, Alternative Investments, Due Diligence, Corporate Governance, Securities
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
Tel Aviv University 1994 — 1998
LL.B., Law
Millennium Partners 2013 - Present
Credit Suisse 2012 - 2013
J.P. Morgan 2011 - 2012
Goodwin Procter LLP 2004 - 2010
Morgan Stanley 2000 - 2004
Skills
Hedge Funds, Derivatives, Mutual Funds, Securities Regulation, Compliance, FINRA, Investment Management, SEC, Investments, AML, KYC, Financial Regulation, Legal Writing, Alternative Investments, Due Diligence, Corporate Governance, Securities
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
Tel Aviv University 1994 — 1998
LL.B., Law
Nick Delmonico, CPA's J.P. Morgan Experience July 2012 - July 2014
Job Global MBA Candidate Fox School of Business and Management
Industry Accounting
Experience
PwC July 2014 - July 2015
J.P. Morgan July 2012 - July 2014
Wilkin & Guttenplan, P.C. June 2011 - August 2011
Hillcrest Management Service Organization June 2010 - August 2011
University of Delaware May 2009 - May 2011
Skills
Internal Audit, Microsoft Excel, Lotus Notes, Microsoft Office, Outlook, Regulatory Requirements, Visio, Access, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Financial Analysis, Tutoring, Time Management, Auditing, Finance, SPSS, Risk Management, Spreadsheets, Training, Internal Controls, Banking, Process Improvement, Sarbanes-Oxley Act, Connecting People, Positive Personality, Leadership Development, Analysis, CPA, Financial Modeling, Financial Reporting, Data Analysis, Tax Preparation, Mergers & Acquisitions, Economics, Account Reconciliation, Financial Accounting, Accounting, Bloomberg, Corporate Finance, US GAAP, Bloomberg Terminal, GAAP, Strategic Financial...
Education
Temple University - Fox School of Business and Management 2015 — 2017
Masters of Business Administration, Health/Health Care Administration/Management
University of Delaware 2008 — 2012
Bachelor of Science, Accounting
Hunterdon Central Regional High School 2004 — 2008
Economics
PwC July 2014 - July 2015
J.P. Morgan July 2012 - July 2014
Wilkin & Guttenplan, P.C. June 2011 - August 2011
Hillcrest Management Service Organization June 2010 - August 2011
University of Delaware May 2009 - May 2011
Skills
Internal Audit, Microsoft Excel, Lotus Notes, Microsoft Office, Outlook, Regulatory Requirements, Visio, Access, PowerPoint, Microsoft Word, Research, Public Speaking, Social Media, Financial Analysis, Tutoring, Time Management, Auditing, Finance, SPSS, Risk Management, Spreadsheets, Training, Internal Controls, Banking, Process Improvement, Sarbanes-Oxley Act, Connecting People, Positive Personality, Leadership Development, Analysis, CPA, Financial Modeling, Financial Reporting, Data Analysis, Tax Preparation, Mergers & Acquisitions, Economics, Account Reconciliation, Financial Accounting, Accounting, Bloomberg, Corporate Finance, US GAAP, Bloomberg Terminal, GAAP, Strategic Financial...
Education
Temple University - Fox School of Business and Management 2015 — 2017
Masters of Business Administration, Health/Health Care Administration/Management
University of Delaware 2008 — 2012
Bachelor of Science, Accounting
Hunterdon Central Regional High School 2004 — 2008
Economics
Patty Cobleigh's J.P. Morgan Experience August 2012 - August 2015
Job Sr Business Analyst at Comcast Business
Industry Telecommunications
Experience
Comcast Business August 2015 - Present
J.P. Morgan August 2012 - August 2015
J.P. Morgan July 2011 - September 2012
J.P. Morgan September 2010 - July 2011
Temple University January 2008 - May 2011
J.P. Morgan May 2010 - August 2010
Stifel Nicolaus January 2010 - May 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Project Management, Business Analysis, Microsoft Office, Outlook, Teamwork, Leadership, Process Improvement, Fixed Income, Bloomberg Terminal, Auditing, Analysis, SharePoint, Back Office, Requirements Gathering
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Accounting
Mount Saint Joseph Academy 2003 — 2007
Comcast Business August 2015 - Present
J.P. Morgan August 2012 - August 2015
J.P. Morgan July 2011 - September 2012
J.P. Morgan September 2010 - July 2011
Temple University January 2008 - May 2011
J.P. Morgan May 2010 - August 2010
Stifel Nicolaus January 2010 - May 2010
Skills
Bloomberg, Microsoft Excel, PowerPoint, Project Management, Business Analysis, Microsoft Office, Outlook, Teamwork, Leadership, Process Improvement, Fixed Income, Bloomberg Terminal, Auditing, Analysis, SharePoint, Back Office, Requirements Gathering
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Accounting
Mount Saint Joseph Academy 2003 — 2007
Erik Umlauf's J.P. Morgan Experience January 2014 - Present
Job HR CFO at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
Global Kids June 2013 - Present
Barclays September 2013 - December 2013
Nomura March 2011 - June 2013
Nomura March 2009 - February 2011
Lehman Brothers September 2007 - January 2009
Lehman Brothers 2005 - 2007
Lehman Brothers 2003 - 2005
Lehman Brothers 1999 - 2003
Lehman Brothers 1997 - 1999
Skills
Fixed Income, Investment Banking, Strategy, Change Management, Equities, Finance, Program Management, Financial Analysis, Capital Markets, Analysis, Derivatives, Mergers & Acquisitions, Forecasting, Management, Managerial Finance, Financial Risk, Financial Modeling, Prime Brokerage, Hedge Funds, Leadership, Business Planning, Valuation, Private Equity, Portfolio Management, Corporate Finance, Emerging Markets, Financial Markets, Asset Management, Cultural Diversity, Investments, Alternative Investments, Strategic Planning
Education
Technische Universität München 1985 — 1992
Masters of Science, Physics, ; MBA
Munich International School 1973 — 1985
J.P. Morgan January 2014 - Present
Global Kids June 2013 - Present
Barclays September 2013 - December 2013
Nomura March 2011 - June 2013
Nomura March 2009 - February 2011
Lehman Brothers September 2007 - January 2009
Lehman Brothers 2005 - 2007
Lehman Brothers 2003 - 2005
Lehman Brothers 1999 - 2003
Lehman Brothers 1997 - 1999
Skills
Fixed Income, Investment Banking, Strategy, Change Management, Equities, Finance, Program Management, Financial Analysis, Capital Markets, Analysis, Derivatives, Mergers & Acquisitions, Forecasting, Management, Managerial Finance, Financial Risk, Financial Modeling, Prime Brokerage, Hedge Funds, Leadership, Business Planning, Valuation, Private Equity, Portfolio Management, Corporate Finance, Emerging Markets, Financial Markets, Asset Management, Cultural Diversity, Investments, Alternative Investments, Strategic Planning
Education
Technische Universität München 1985 — 1992
Masters of Science, Physics, ; MBA
Munich International School 1973 — 1985
Gilberto Penalver's J.P. Morgan Experience December 2001 - August 2008
Job Latam Fx Trader at BBVA
Industry Banking
Experience
BBVA September 2008 - Present
JP Morgan December 2001 - August 2008
J.P. Morgan December 2001 - August 2008
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Valuation, Derivatives, Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Corporate Finance, Securities
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2002
Bachelor of Science (B.S.), Finance, General
BBVA September 2008 - Present
JP Morgan December 2001 - August 2008
J.P. Morgan December 2001 - August 2008
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Valuation, Derivatives, Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Corporate Finance, Securities
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Alina Overchuk's J.P. Morgan Experience January 2012 - February 2015
Job Regulatory Evaluator at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP February 2015 - Present
J.P. Morgan January 2012 - February 2015
JP Morgan August 2010 - January 2012
JP Morgan April 2009 - August 2010
Skills
Derivatives, Equities, Finance, Risk Management, Credit, Financial Risk, Investment Banking, Financial Modeling, Capital Markets, Credit Risk, Commodity, Accounting, Trading, Financial Analysis, Valuation, Corporate Finance, Investments, Credit Derivatives, Market Risk, Commodities, VBA, Relationship Management, Quantitative Analytics, Bloomberg, Fixed Income, Banking, Analysis, Asset Management, Microsoft Excel, Financial Markets, Management, Securities, Business Analysis, Public Speaking
Education
Temple University - Fox School of Business and Management 2006 — 2008
Bachelor of Science (BS), Finance and International Business
Bloomberg LP February 2015 - Present
J.P. Morgan January 2012 - February 2015
JP Morgan August 2010 - January 2012
JP Morgan April 2009 - August 2010
Skills
Derivatives, Equities, Finance, Risk Management, Credit, Financial Risk, Investment Banking, Financial Modeling, Capital Markets, Credit Risk, Commodity, Accounting, Trading, Financial Analysis, Valuation, Corporate Finance, Investments, Credit Derivatives, Market Risk, Commodities, VBA, Relationship Management, Quantitative Analytics, Bloomberg, Fixed Income, Banking, Analysis, Asset Management, Microsoft Excel, Financial Markets, Management, Securities, Business Analysis, Public Speaking
Education
Temple University - Fox School of Business and Management 2006 — 2008
Bachelor of Science (BS), Finance and International Business
Alyson Beasley, CAMS, CRCM, CFIRS's J.P. Morgan Experience 2015 - Present
Job at
Industry Financial Services
Experience
J.P. Morgan 2015 - Present
JP Morgan Chase & Co. August 2012 - 2015
T.D. Bank N.A March 2008 - August 2012
Commerce Bank N.A. June 2005 - March 2008
PNC Bank February 2004 - May 2005
Commerce Bank 2002 - 2004
United Bank of Philadelphia 2001 - 2002
Skills
AML, Banking, Risk Management, KYC, Financial Risk, Enterprise Risk..., Bank Secrecy Act, Credit, OFAC, Risk Assessment, USA PATRIOT Act, Corporate Governance, Due Diligence, Securities, Internal Audit
Education
Temple University - James E. Beasley School of Law 1995 — 1998
JD, Business Law
Temple University 1988 — 1992
BA, Poli Sci/AAS
Temple University - Fox School of Business and Management
MBA, Legal Studies
J.P. Morgan 2015 - Present
JP Morgan Chase & Co. August 2012 - 2015
T.D. Bank N.A March 2008 - August 2012
Commerce Bank N.A. June 2005 - March 2008
PNC Bank February 2004 - May 2005
Commerce Bank 2002 - 2004
United Bank of Philadelphia 2001 - 2002
Skills
AML, Banking, Risk Management, KYC, Financial Risk, Enterprise Risk..., Bank Secrecy Act, Credit, OFAC, Risk Assessment, USA PATRIOT Act, Corporate Governance, Due Diligence, Securities, Internal Audit
Education
Temple University - James E. Beasley School of Law 1995 — 1998
JD, Business Law
Temple University 1988 — 1992
BA, Poli Sci/AAS
Temple University - Fox School of Business and Management
MBA, Legal Studies
Guran Green's J.P. Morgan Experience March 2000 - June 2004
Job Vice President of Corporate Development at immixGroup
Industry Information Technology and Services
Experience
immixGroup June 2014 - Present
immixGroup December 2006 - May 2014
iGov October 2005 - December 2006
DLT Solutions June 2004 - October 2005
J.P. Morgan March 2000 - June 2004
Skills
Solution Selling, Lead Generation, Channel Partners, Sales Process, Business Development, Strategic Partnerships, Business Alliances, Demand Generation, Strategy, Leadership, Business Strategy, Strategic Planning, Federal Government, Business Analysis, Management, Contract Negotiation, Marketing Strategy, Business Planning, Vendor Management, Management Consulting, Government
Education
Temple University - Fox School of Business and Management
Business and Economics
immixGroup June 2014 - Present
immixGroup December 2006 - May 2014
iGov October 2005 - December 2006
DLT Solutions June 2004 - October 2005
J.P. Morgan March 2000 - June 2004
Skills
Solution Selling, Lead Generation, Channel Partners, Sales Process, Business Development, Strategic Partnerships, Business Alliances, Demand Generation, Strategy, Leadership, Business Strategy, Strategic Planning, Federal Government, Business Analysis, Management, Contract Negotiation, Marketing Strategy, Business Planning, Vendor Management, Management Consulting, Government
Education
Temple University - Fox School of Business and Management
Business and Economics
Kyle Hitchcock's J.P. Morgan Experience 2011 - Present
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan 2011 - Present
UBS Wealth Management 2009 - 2011
Goldman Sachs 2007 - 2009
Reliant Energy 2001 - 2005
Education
Texas A&M University - Mays Business School 2005 — 2007
MBA, Finance
Texas A&M University 1996 — 2001
Finance, International Certificate of Business
Northville High School 1994 — 1996
Andrean High School 1992 — 1994
J.P. Morgan 2011 - Present
UBS Wealth Management 2009 - 2011
Goldman Sachs 2007 - 2009
Reliant Energy 2001 - 2005
Education
Texas A&M University - Mays Business School 2005 — 2007
MBA, Finance
Texas A&M University 1996 — 2001
Finance, International Certificate of Business
Northville High School 1994 — 1996
Andrean High School 1992 — 1994
Jonathan C. Caffey, CIPM's J.P. Morgan Experience 1995 - 1998
Job Vice President, Finance & Operations
Industry Investment Management
Experience
Chartwell Investment Partners September 1998 - Present
J.P. Morgan 1995 - 1998
SEI Investments 1993 - 1995
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance & Real Estate
Chartwell Investment Partners September 1998 - Present
J.P. Morgan 1995 - 1998
SEI Investments 1993 - 1995
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance & Real Estate
Renee Andrews-De Laine's J.P. Morgan Experience 2011 - 2011
Job Business Analyst Financial Services
Industry Financial Services
Experience
Wells Fargo February 2012 - August 2013
SolomonEdwardsGroup April 2009 - December 2011
J.P. Morgan 2011 - 2011
Patrick McMullan Co. 2009 - 2009
Access Group October 2005 - April 2008
MBNA 2000 - 2008
Bank of America January 2002 - April 2005
MBNA June 2000 - January 2002
Education
University of Delaware 2014 — 2014
Business Analyst Certificate
Thomas Edison State College 1992 — 1994
Bachelor of Applied Science (B.A.Sc.)
Temple University 1990 — 1994
Wells Fargo February 2012 - August 2013
SolomonEdwardsGroup April 2009 - December 2011
J.P. Morgan 2011 - 2011
Patrick McMullan Co. 2009 - 2009
Access Group October 2005 - April 2008
MBNA 2000 - 2008
Bank of America January 2002 - April 2005
MBNA June 2000 - January 2002
Education
University of Delaware 2014 — 2014
Business Analyst Certificate
Thomas Edison State College 1992 — 1994
Bachelor of Applied Science (B.A.Sc.)
Temple University 1990 — 1994
Wayne Caldwell's J.P. Morgan Experience August 2012 - Present
Job “Speak ill of no man, but speak all the good you know of everybody.” Benjamin Franklin
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
JPMorgan Chase January 2011 - August 2012
SEI July 2008 - January 2012
SAMUEL PALEY LIBRARY September 2006 - May 2008
DELAWARE VALLEY PAYROLL May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Account Reconciliation, Analysis, Microsoft Word, Derivatives, Financial Analysis, Financial Reporting
Education
Temple University - Fox School of Business and Management 2006 — 2009
Bachelor of Business Administration (BBA), Finance and Real Estate
J.P. Morgan August 2012 - Present
JPMorgan Chase January 2011 - August 2012
SEI July 2008 - January 2012
SAMUEL PALEY LIBRARY September 2006 - May 2008
DELAWARE VALLEY PAYROLL May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Account Reconciliation, Analysis, Microsoft Word, Derivatives, Financial Analysis, Financial Reporting
Education
Temple University - Fox School of Business and Management 2006 — 2009
Bachelor of Business Administration (BBA), Finance and Real Estate
Jonathan Steele, CFA's J.P. Morgan Experience December 1997 - September 2015
Job Founder and CIO at One Wealth Advisors
Industry Banking
Experience
One Wealth Advisors September 2015 - Present
Santa Clara Vanguard January 2014 - Present
J.P. Morgan December 1997 - September 2015
Flour and Water 2008 - 2013
Skills
Asset Allocation, Investment Strategies, Asset Management, Comprehensive Wealth..., Behavioral Finance
Education
Temple University 1994 — 1997
Bachelor of Business Administration (BBA), Economics
Temple University 1994 — 1997
BBA Economics
One Wealth Advisors September 2015 - Present
Santa Clara Vanguard January 2014 - Present
J.P. Morgan December 1997 - September 2015
Flour and Water 2008 - 2013
Skills
Asset Allocation, Investment Strategies, Asset Management, Comprehensive Wealth..., Behavioral Finance
Education
Temple University 1994 — 1997
Bachelor of Business Administration (BBA), Economics
Temple University 1994 — 1997
BBA Economics
Cristobal J. Lozano's J.P. Morgan Experience July 2012 - August 2014
Job Associate at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank September 2014 - Present
J.P. Morgan July 2012 - August 2014
J.P. Morgan November 2009 - June 2012
JP Morgan August 2008 - November 2009
Corporación Actinver, S.A.B. de C.V. - Investment Management Services January 2008 - May 2008
Skills
Investment Banking, Valuation, Derivatives, Financial Modeling, Corporate Finance, Finance, Investments, Positive Behavior..., Team Building, Team Leadership, Teamwork, Trading
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2003 — 2008
Bachelor Degree in Business Administration and Finance, graduating with honors, Finance
Deutsche Bank September 2014 - Present
J.P. Morgan July 2012 - August 2014
J.P. Morgan November 2009 - June 2012
JP Morgan August 2008 - November 2009
Corporación Actinver, S.A.B. de C.V. - Investment Management Services January 2008 - May 2008
Skills
Investment Banking, Valuation, Derivatives, Financial Modeling, Corporate Finance, Finance, Investments, Positive Behavior..., Team Building, Team Leadership, Teamwork, Trading
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2003 — 2008
Bachelor Degree in Business Administration and Finance, graduating with honors, Finance
Richard Tricarico's J.P. Morgan Experience September 2011 - September 2013
Job Global Portfolio Lead at Johnson & Johnson
Industry Financial Services
Experience
Johnson & Johnson September 2013 - Present
J.P. Morgan September 2011 - September 2013
Goldman Sachs April 2006 - September 2011
GE Capital June 2005 - April 2006
Skills
Asset Management, Financial Analysis, Financial Services, Finance, Bloomberg, Financial Modeling, Derivatives, Valuation, Equities, Securities, Capital Markets, Corporate Finance, Portfolio Management, Asset Managment, Credit Derivatives, ERISA, Accounting, Securities Lending, Financial Management..., P&L Financial Management, Risk Management, Process Improvement, Green Belt, Six Sigma, Client Presentation, Fiduciary, Global Custody, Financial Markets, Trading Systems, Due Diligence, Strategic Financial..., Market Risk, Internal Controls, Project Governance, Data Visualization, Consumer Products, GenSight, Project Planning, Forecasting
Education
Temple University 2001 — 2005
BBA, Finance & Economics, 3.87
Temple University - Fox School of Business and Management 2001 — 2005
BBA Finance, Accounting and Finance, 3.87
Johnson & Johnson September 2013 - Present
J.P. Morgan September 2011 - September 2013
Goldman Sachs April 2006 - September 2011
GE Capital June 2005 - April 2006
Skills
Asset Management, Financial Analysis, Financial Services, Finance, Bloomberg, Financial Modeling, Derivatives, Valuation, Equities, Securities, Capital Markets, Corporate Finance, Portfolio Management, Asset Managment, Credit Derivatives, ERISA, Accounting, Securities Lending, Financial Management..., P&L Financial Management, Risk Management, Process Improvement, Green Belt, Six Sigma, Client Presentation, Fiduciary, Global Custody, Financial Markets, Trading Systems, Due Diligence, Strategic Financial..., Market Risk, Internal Controls, Project Governance, Data Visualization, Consumer Products, GenSight, Project Planning, Forecasting
Education
Temple University 2001 — 2005
BBA, Finance & Economics, 3.87
Temple University - Fox School of Business and Management 2001 — 2005
BBA Finance, Accounting and Finance, 3.87
Jonathan Karchner's J.P. Morgan Experience May 2011 - January 2013
Job Senior at EY
Industry Financial Services
Experience
EY September 2015 - Present
BDO Consulting's Valuation Services June 2014 - September 2015
BDO Consulting's Valuation Services January 2013 - June 2014
J.P. Morgan May 2011 - January 2013
JPMorgan Chase July 2009 - May 2011
Starwood Hotels & Resorts June 2008 - August 2008
Lincoln Financial Advisors January 2008 - May 2008
Skills
Series 7, Series 63, Investments, Financial Analysis, Equities, Valuation, Fixed Income, Portfolio Management, Equity Research, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Asset Managment, Derivatives, Financial Modeling, Morningstar, Bloomberg Terminal
Education
Temple University - Fox School of Business and Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
EY September 2015 - Present
BDO Consulting's Valuation Services June 2014 - September 2015
BDO Consulting's Valuation Services January 2013 - June 2014
J.P. Morgan May 2011 - January 2013
JPMorgan Chase July 2009 - May 2011
Starwood Hotels & Resorts June 2008 - August 2008
Lincoln Financial Advisors January 2008 - May 2008
Skills
Series 7, Series 63, Investments, Financial Analysis, Equities, Valuation, Fixed Income, Portfolio Management, Equity Research, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Asset Managment, Derivatives, Financial Modeling, Morningstar, Bloomberg Terminal
Education
Temple University - Fox School of Business and Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Frank Seales's J.P. Morgan Experience February 2015 - Present
Job Associate at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan November 2013 - Present
J.P. Morgan August 2011 - Present
JPMorgan Chase & Co July 2008 - February 2012
Caterpillar Financial Services September 2005 - December 2007
Caterpillar Financial Services September 2005 - December 2007
Federal Department of Transportation July 2001 - August 2003
Skills
SharePoint, Business Analysis, Risk Management, Access, Software Documentation, Analysis, Visio, Management, Databases, Change Management, SDLC, Data Analysis, Process Improvement, Vendor Management, Microsoft Excel, Banking
Education
Tennessee State University 2005 — 2007
BS, Business Information Systems
Tennessee State University 2005 — 2007
B.S, Business Information Systems
Technology University
J.P. Morgan February 2015 - Present
J.P. Morgan November 2013 - Present
J.P. Morgan August 2011 - Present
JPMorgan Chase & Co July 2008 - February 2012
Caterpillar Financial Services September 2005 - December 2007
Caterpillar Financial Services September 2005 - December 2007
Federal Department of Transportation July 2001 - August 2003
Skills
SharePoint, Business Analysis, Risk Management, Access, Software Documentation, Analysis, Visio, Management, Databases, Change Management, SDLC, Data Analysis, Process Improvement, Vendor Management, Microsoft Excel, Banking
Education
Tennessee State University 2005 — 2007
BS, Business Information Systems
Tennessee State University 2005 — 2007
B.S, Business Information Systems
Technology University
Ryan Rimgaila's J.P. Morgan Experience March 2014 - Present
Job Asset Management Global Real Assets at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
J.P. Morgan October 2012 - March 2014
TRILLIUM - Trading - Labs - Funds May 2010 - May 2012
Temple University 2009 - 2010
Skills
Equities, Derivatives, Trading, Bloomberg, Microsoft Excel, Securities Accounting, Financial Modeling, Asset Management, Argus DCF, Commercial Real Estate
Education
Temple University 2006 — 2010
Bachelor of Business, Finance, Entrepreneurship
J.P. Morgan March 2014 - Present
J.P. Morgan October 2012 - March 2014
TRILLIUM - Trading - Labs - Funds May 2010 - May 2012
Temple University 2009 - 2010
Skills
Equities, Derivatives, Trading, Bloomberg, Microsoft Excel, Securities Accounting, Financial Modeling, Asset Management, Argus DCF, Commercial Real Estate
Education
Temple University 2006 — 2010
Bachelor of Business, Finance, Entrepreneurship
Steven Canales's J.P. Morgan Experience March 1996 - Present
Job Recruiting Manager at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 1996 - Present
Education
Texas A&M University 1984 — 1988
J.P. Morgan March 1996 - Present
Education
Texas A&M University 1984 — 1988
Carolyn Pridgeon's J.P. Morgan Experience 2002 - 2004
Job Associate Director,Finance at Novartis
Industry Pharmaceuticals
Experience
Novartis October 2006 - Present
J.P. Morgan 2002 - 2004
Johnson & Johnson 1999 - 2004
Skills
Accounting, Auditing, Budgets, Business Analysis, Cross-functional Team..., Finance, Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Management, Pharmaceutical Industry, Process Improvement, SAP, Sarbanes-Oxley Act, Strategy, Vendor Management
Education
Temple University - Fox School of Business and Management
BBA, Accounting
Novartis October 2006 - Present
J.P. Morgan 2002 - 2004
Johnson & Johnson 1999 - 2004
Skills
Accounting, Auditing, Budgets, Business Analysis, Cross-functional Team..., Finance, Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Management, Pharmaceutical Industry, Process Improvement, SAP, Sarbanes-Oxley Act, Strategy, Vendor Management
Education
Temple University - Fox School of Business and Management
BBA, Accounting
Afia Cuffe's J.P. Morgan Experience April 2013 - Present
Job Management Consulting Professional
Industry Banking
Experience
J.P. Morgan April 2013 - Present
J.P. Morgan September 2011 - March 2013
HSBC January 2008 - March 2009
HSBC May 2006 - January 2008
SEI May 2005 - September 2005
Skills
Management, Leadership, Customer Service, Financial Services, Team Building, Business Analysis, Finance, Banking, Coaching, Financial Analysis, Marketing Strategy, Vendor Management
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelors of Business Adminstration, Finance and Real Estate
J.P. Morgan April 2013 - Present
J.P. Morgan September 2011 - March 2013
HSBC January 2008 - March 2009
HSBC May 2006 - January 2008
SEI May 2005 - September 2005
Skills
Management, Leadership, Customer Service, Financial Services, Team Building, Business Analysis, Finance, Banking, Coaching, Financial Analysis, Marketing Strategy, Vendor Management
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelors of Business Adminstration, Finance and Real Estate
Akshay Chitale's J.P. Morgan Experience May 2013 - Present
Job Valuation Control Business Management Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
JP Morgan August 2010 - May 2013
City of Philadelphia June 2008 - April 2010
SEI June 2009 - August 2009
Temple University September 2007 - December 2007
Wyeth July 2007 - August 2007
Education
Temple University 2006 — 2010
BBA, International Business Administration and Finance, 3.82/4.0
Centre D'Etudes Franco-Americain de Management 2008 — 2008
Bachelor's degree credits, Study Abroad in Lyon, France
J.P. Morgan May 2013 - Present
JP Morgan August 2010 - May 2013
City of Philadelphia June 2008 - April 2010
SEI June 2009 - August 2009
Temple University September 2007 - December 2007
Wyeth July 2007 - August 2007
Education
Temple University 2006 — 2010
BBA, International Business Administration and Finance, 3.82/4.0
Centre D'Etudes Franco-Americain de Management 2008 — 2008
Bachelor's degree credits, Study Abroad in Lyon, France
Pete Mizrachi's J.P. Morgan Experience June 1996 - October 1999
Job Owner at Xperience Workroom
Industry Textiles
Experience
Xperience Workroom January 2008 - Present
WorldCo LLC November 1999 - December 2007
J.P. Morgan June 1996 - October 1999
Skills
B2B, Customer Service, Entrepreneurship, Flooring, Interior Architecture, Space planning, Textiles, Interior Design, Furnishings, Furniture, Sketching, Sales
Education
Temple University - Fox School of Business and Management 1993 — 1998
BA, MBA, Finance, Economics
Tel Aviv University
BA, Economics
Xperience Workroom January 2008 - Present
WorldCo LLC November 1999 - December 2007
J.P. Morgan June 1996 - October 1999
Skills
B2B, Customer Service, Entrepreneurship, Flooring, Interior Architecture, Space planning, Textiles, Interior Design, Furnishings, Furniture, Sketching, Sales
Education
Temple University - Fox School of Business and Management 1993 — 1998
BA, MBA, Finance, Economics
Tel Aviv University
BA, Economics
Alan Alanis's J.P. Morgan Experience August 2007 - April 2014
Job Strategist at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank May 2014 - Present
J.P. Morgan August 2007 - April 2014
Coca-Cola FEMSA April 2006 - July 2007
FEMSA 2002 - 2006
Vision Consulting 1998 - 2002
Banamex 1993 - 1997
Skills
Equities, Hedge Funds, Capital Markets, Investment Banking, Emerging Markets, Fixed Income, Valuation, Bloomberg, Investments, Financial Modeling, Asset Management, Portfolio Management, Derivatives, Alternative Investments, Financial Markets, Financial Analysis, Series 7, Private Equity, Mergers & Acquisitions, Equity Derivatives
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA), Finance and International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 1986 — 1990
Bachelor's degree, Economics
UBS Investment Bank May 2014 - Present
J.P. Morgan August 2007 - April 2014
Coca-Cola FEMSA April 2006 - July 2007
FEMSA 2002 - 2006
Vision Consulting 1998 - 2002
Banamex 1993 - 1997
Skills
Equities, Hedge Funds, Capital Markets, Investment Banking, Emerging Markets, Fixed Income, Valuation, Bloomberg, Investments, Financial Modeling, Asset Management, Portfolio Management, Derivatives, Alternative Investments, Financial Markets, Financial Analysis, Series 7, Private Equity, Mergers & Acquisitions, Equity Derivatives
Education
The University of Chicago - Booth School of Business 1991 — 1993
Master of Business Administration (MBA), Finance and International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 1986 — 1990
Bachelor's degree, Economics
Chanel Alexander's J.P. Morgan Experience August 2013 - Present
Job Country Risk Strategy Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
J.P. Morgan July 2011 - Present
J.P. Morgan June 2010 - August 2010
Teach for America August 2009 - June 2010
PRUDENTIAL June 2008 - August 2009
Skills
Financial Analysis, Valuation, Microsoft Office, Budgets, Data Analysis, Portfolio Management, Public Speaking, Event Planning, Microsoft Excel, Economics, PowerPoint, Investments, Microsoft Word, Research, Social Media, Accounting, Google Adwords
Education
Temple University 2007 — 2011
BBA, Finance
Temple University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
J.P. Morgan August 2013 - Present
J.P. Morgan July 2011 - Present
J.P. Morgan June 2010 - August 2010
Teach for America August 2009 - June 2010
PRUDENTIAL June 2008 - August 2009
Skills
Financial Analysis, Valuation, Microsoft Office, Budgets, Data Analysis, Portfolio Management, Public Speaking, Event Planning, Microsoft Excel, Economics, PowerPoint, Investments, Microsoft Word, Research, Social Media, Accounting, Google Adwords
Education
Temple University 2007 — 2011
BBA, Finance
Temple University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
Farah Hasan's J.P. Morgan Experience August 1997 - July 2002
Job Business Analyst Lead at Citi
Industry Financial Services
Experience
Citigroup September 2011 - Present
Bloomberg LP November 2009 - July 2011
Goldman Sachs October 2006 - February 2009
Credit Suisse First Boston July 2002 - October 2003
J.P. Morgan August 1997 - July 2002
Princeton Information Systems 1994 - 1997
Skills
Agile Methodologies, Business Analysis, Business Requirements, DB2, Data Migration, Data Modeling, Equities, Financial Services, Linux, Management, Performance Tuning, Risk Management, SDLC, Software Project..., Solaris, Sybase, Trading, Trading Systems, Unix, Bloomberg
Education
Temple University
M.S., Computer Science
University of Hyderabad
BS, Computer Science
Citigroup September 2011 - Present
Bloomberg LP November 2009 - July 2011
Goldman Sachs October 2006 - February 2009
Credit Suisse First Boston July 2002 - October 2003
J.P. Morgan August 1997 - July 2002
Princeton Information Systems 1994 - 1997
Skills
Agile Methodologies, Business Analysis, Business Requirements, DB2, Data Migration, Data Modeling, Equities, Financial Services, Linux, Management, Performance Tuning, Risk Management, SDLC, Software Project..., Solaris, Sybase, Trading, Trading Systems, Unix, Bloomberg
Education
Temple University
M.S., Computer Science
University of Hyderabad
BS, Computer Science
Tamara Jobe's J.P. Morgan Experience 2007 - Present
Job Vice President at J.P. Morgan
Industry Oil & Energy
Experience
J.P. Morgan 2007 - Present
Duke Energy December 1998 - March 2007
Education
Texas A&M University 1994 — 1997
BBA, Accounting
J.P. Morgan 2007 - Present
Duke Energy December 1998 - March 2007
Education
Texas A&M University 1994 — 1997
BBA, Accounting
Andres Amador's J.P. Morgan Experience April 2014 - Present
Job Investment Banking Analyst Latin America Debt Capital Markets & Leveraged Finance at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
JP Morgan January 2011 - Present
North American Development Bank May 2010 - August 2010
Evercore Partners August 2008 - December 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Corporate Finance, Bloomberg, Investment Banking, Investments, Spanish, Equities, Fixed Income, Due Diligence, Data Analysis, Microsoft Excel, Private Equity, Stata, Portfolio Management, Bloomberg Terminal, Capital IQ, Emerging Markets
Education
The University of Texas at Austin 2008 — 2010
B.A., Economics; Business
Instituto de Estudios Bursatiles/Universidad Complutense de Madrid
Certification, Stock Market Analysis
Instituto Tecnológico y de Estudios Superiores de Monterrey 2006 — 2008
Economics, Law
American School Foundation of Monterrey (ASFM)
J.P. Morgan April 2014 - Present
JP Morgan January 2011 - Present
North American Development Bank May 2010 - August 2010
Evercore Partners August 2008 - December 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Corporate Finance, Bloomberg, Investment Banking, Investments, Spanish, Equities, Fixed Income, Due Diligence, Data Analysis, Microsoft Excel, Private Equity, Stata, Portfolio Management, Bloomberg Terminal, Capital IQ, Emerging Markets
Education
The University of Texas at Austin 2008 — 2010
B.A., Economics; Business
Instituto de Estudios Bursatiles/Universidad Complutense de Madrid
Certification, Stock Market Analysis
Instituto Tecnológico y de Estudios Superiores de Monterrey 2006 — 2008
Economics, Law
American School Foundation of Monterrey (ASFM)
Marcelo de la Garza Gossler's J.P. Morgan Experience June 2012 - August 2012
Job Chief of Staff at Inmobiliaria Cañon del Huajuco
Industry Financial Services
Experience
Inmobiliaria Cañon del Huajuco May 2013 - Present
J.P. Morgan June 2012 - August 2012
Banco Amigo June 2010 - July 2010
Skills
Teamwork, Microsoft Excel, Financial Analysis, PowerPoint, Business Strategy, Spanish, Strategic Planning, English, Project Management, Team Leadership, Negotiation, Microsoft Word, Microsoft Office, Research, Corporate Finance
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
Finance, Quantitative Finance Certificate, Applied Math Minor, 3.6
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2008 — 2010
Industrial Engineering
Inmobiliaria Cañon del Huajuco May 2013 - Present
J.P. Morgan June 2012 - August 2012
Banco Amigo June 2010 - July 2010
Skills
Teamwork, Microsoft Excel, Financial Analysis, PowerPoint, Business Strategy, Spanish, Strategic Planning, English, Project Management, Team Leadership, Negotiation, Microsoft Word, Microsoft Office, Research, Corporate Finance
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
Finance, Quantitative Finance Certificate, Applied Math Minor, 3.6
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 2008 — 2010
Industrial Engineering
David Kammiel's J.P. Morgan Experience April 2011 - April 2013
Job Associate at TD Securities
Industry Investment Banking
Experience
TD Securities November 2013 - Present
TD Securities April 2013 - November 2013
J.P. Morgan April 2011 - April 2013
Skills
Derivatives, Bloomberg, Fixed Income, Financial Modeling, Equities, Investment Banking, Capital Markets, Valuation, Corporate Finance, Alternative Investments, Risk Management, Mergers & Acquisitions, Analysis, Finance, Investments
Education
Temple University 2005 — 2010
Bachelor's Degree, Economics & Political Science, 3.57
Investment Banking Institute 2009 — 2009
Financial Modeling and Valuation
TD Securities November 2013 - Present
TD Securities April 2013 - November 2013
J.P. Morgan April 2011 - April 2013
Skills
Derivatives, Bloomberg, Fixed Income, Financial Modeling, Equities, Investment Banking, Capital Markets, Valuation, Corporate Finance, Alternative Investments, Risk Management, Mergers & Acquisitions, Analysis, Finance, Investments
Education
Temple University 2005 — 2010
Bachelor's Degree, Economics & Political Science, 3.57
Investment Banking Institute 2009 — 2009
Financial Modeling and Valuation
Aundrea George's J.P. Morgan Experience July 2013 - Present
Job Operations Analyst at JP Morgan Chase
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Temple University August 2009 - May 2013
Education
Temple University 2009 — 2013
Bachelor of Business Administration (BBA), International Business
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (BBA), International Business
J.P. Morgan July 2013 - Present
Temple University August 2009 - May 2013
Education
Temple University 2009 — 2013
Bachelor of Business Administration (BBA), International Business
Temple University - Fox School of Business and Management 2009 — 2013
Bachelor of Business Administration (BBA), International Business
Eloisa Bugarin's J.P. Morgan Experience June 2000 - November 2008
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2010 - Present
BNY Mellon November 2008 - April 2010
J.P. Morgan June 2000 - November 2008
Skills
Investment Banking, Derivatives
Education
Tecnológico de Monterrey 2009 — 2011
MBA
Universidad Panamericana 1998 — 2002
Bachelor, Accounting
Credit Suisse May 2010 - Present
BNY Mellon November 2008 - April 2010
J.P. Morgan June 2000 - November 2008
Skills
Investment Banking, Derivatives
Education
Tecnológico de Monterrey 2009 — 2011
MBA
Universidad Panamericana 1998 — 2002
Bachelor, Accounting
Suresh Rabess's J.P. Morgan Experience May 2011 - September 2011
Job Business Consultant at Island Wash Laundromat
Industry Management Consulting
Experience
Island Wash Laundromat September 2011 - Present
J.P. Morgan May 2011 - September 2011
J.P. Morgan June 2010 - May 2011
Skills
Microsoft Office, Research, Photoshop, Social Media, Strategic Planning, Recruiting, Negotiation, Human Resources, Performance Management, Employee Relations, Employee Engagement, Organizational..., Leadership
Education
Temple University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
INSTITUTO TECNOLOGICO DE ESTUDIOS SUPERIORES DE MONTERREY 2008 — 2008
Exchange, International Business
Island Wash Laundromat September 2011 - Present
J.P. Morgan May 2011 - September 2011
J.P. Morgan June 2010 - May 2011
Skills
Microsoft Office, Research, Photoshop, Social Media, Strategic Planning, Recruiting, Negotiation, Human Resources, Performance Management, Employee Relations, Employee Engagement, Organizational..., Leadership
Education
Temple University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
INSTITUTO TECNOLOGICO DE ESTUDIOS SUPERIORES DE MONTERREY 2008 — 2008
Exchange, International Business
Hiren Sheth's J.P. Morgan Experience August 2014 - Present
Job FX Trade Support at JP Morgan Chase
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
JP Morgan Chase December 2011 - July 2014
Skills
Loans, Banking, Commercial Banking, Derivatives, Relationship Management, Financial Analysis, Investment Banking
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
J.P. Morgan August 2014 - Present
JP Morgan Chase December 2011 - July 2014
Skills
Loans, Banking, Commercial Banking, Derivatives, Relationship Management, Financial Analysis, Investment Banking
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Ndubuisi Azi's J.P. Morgan Experience August 2014 - Present
Job Risk Reporting Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Bank of America May 2013 - August 2014
United Nations-backed Principles for Responsible Investment August 2012 - February 2013
Sandbox studio January 2011 - September 2012
United States Air Force October 2005 - October 2009
Skills
Microsoft Office, Project Management, Social Media, Customer Service, Finance, Analysis, Economics, Microsoft Excel, Microsoft Word, Data Analysis, Marketing, Strategy, Research, Social Networking, Management, Photoshop
Education
Temple University
Bachelor of Business Administration (BBA), Finance
J.P. Morgan August 2014 - Present
Bank of America May 2013 - August 2014
United Nations-backed Principles for Responsible Investment August 2012 - February 2013
Sandbox studio January 2011 - September 2012
United States Air Force October 2005 - October 2009
Skills
Microsoft Office, Project Management, Social Media, Customer Service, Finance, Analysis, Economics, Microsoft Excel, Microsoft Word, Data Analysis, Marketing, Strategy, Research, Social Networking, Management, Photoshop
Education
Temple University
Bachelor of Business Administration (BBA), Finance
Jeremy Schutz's J.P. Morgan Experience January 2015 - Present
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan August 2010 - December 2014
Skills
Customer Service, Equities, Financial Analysis, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Sales, Social Media
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Arts (B.A.), Finance
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan January 2015 - Present
J.P. Morgan August 2010 - December 2014
Skills
Customer Service, Equities, Financial Analysis, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Sales, Social Media
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Arts (B.A.), Finance
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.