J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
J.P. Morgan Salaries. You can even request information on how much does J.P. Morgan pay if you want to. Learn about salaries, pros and cons of working for J.P. Morgan directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Employee
Years
Job
Industry
Kristen Whitehurst Kristen Whitehurst's J.P. Morgan Experience July 2000 - Present
Job Senior Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2000 - Present
JPMorgan Chase February 2004 - January 2010
Skills
Banking, Risk Management, Management, Credit, Loans, Financial Analysis, Portfolio Management, Leadership, Customer Service, Business Analysis
Education
Texas Christian University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan July 2000 - Present
JPMorgan Chase February 2004 - January 2010
Skills
Banking, Risk Management, Management, Credit, Loans, Financial Analysis, Portfolio Management, Leadership, Customer Service, Business Analysis
Education
Texas Christian University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Paul Hankins Paul Hankins's J.P. Morgan Experience July 2015 - Present
Job Managing Director, Associate General Counsel at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
JPMorgan Chase October 2012 - Present
JPMorgan Chase November 2008 - October 2012
Chase Paymentech May 2005 - October 2008
Skills
Financial Services, Legal Compliance, Risk Management, Merchant Services, Electronic Payments, Payment Card Processing, Payment Services, E-payments, Negotiation, Contract Negotiation
Education
Texas Tech University School of Law 1994 — 1997
Doctor of Law (J.D.)
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan July 2015 - Present
JPMorgan Chase October 2012 - Present
JPMorgan Chase November 2008 - October 2012
Chase Paymentech May 2005 - October 2008
Skills
Financial Services, Legal Compliance, Risk Management, Merchant Services, Electronic Payments, Payment Card Processing, Payment Services, E-payments, Negotiation, Contract Negotiation
Education
Texas Tech University School of Law 1994 — 1997
Doctor of Law (J.D.)
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance, General
Jacqueline Suarez Jacqueline Suarez's J.P. Morgan Experience July 2004 - January 2006
Job Vice President, Global Transaction Services Agency & Trust Structured Finance at Citibank, N.A.
Industry Financial Services
Experience
Citi June 2008 - Present
BNY Mellon January 2006 - June 2008
J.P. Morgan July 2004 - January 2006
Skills
Structured Finance
Education
Texas A&M University
Bachelor of Science (BS), Economics
Citi June 2008 - Present
BNY Mellon January 2006 - June 2008
J.P. Morgan July 2004 - January 2006
Skills
Structured Finance
Education
Texas A&M University
Bachelor of Science (BS), Economics
Corina (Medina) Stohner Corina (Medina) Stohner's J.P. Morgan Experience May 2010 - August 2010
Job Alternative Investments Anaylst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
J.P. Morgan May 2010 - August 2010
Sivensa May 2009 - August 2009
Skills
Finance, Investments, Banking, Portfolio Management, Analysis, Account Reconciliation, Auditing, Financial Analysis, Mutual Funds, Securities, Trading
Education
Texas State University-San Marcos 2007 — 2011
Bachelor of Science (BS), Spanish Language and Literature
Fidelity Investments 2012 - Present
J.P. Morgan May 2010 - August 2010
Sivensa May 2009 - August 2009
Skills
Finance, Investments, Banking, Portfolio Management, Analysis, Account Reconciliation, Auditing, Financial Analysis, Mutual Funds, Securities, Trading
Education
Texas State University-San Marcos 2007 — 2011
Bachelor of Science (BS), Spanish Language and Literature
Aki Wakuta, CPA Aki Wakuta, CPA's J.P. Morgan Experience November 2005 - July 2008
Job Vice President at Mizuho Corporate Bank
Industry Banking
Experience
Mizuho Corporate Bank July 2008 - Present
J.P. Morgan November 2005 - July 2008
Bank of Tokyo-Mitsubishi UFJ January 2001 - October 2005
Education
NYU Stern School of Business 2012 — 2013
Master of Science (M.S.), Global Finance
The Hong Kong University of Science and Technology
Master of Science (MSc), Global Finance
Texas A&M University
Bachelor of Business Administration (BBA), Accounting
Mizuho Corporate Bank July 2008 - Present
J.P. Morgan November 2005 - July 2008
Bank of Tokyo-Mitsubishi UFJ January 2001 - October 2005
Education
NYU Stern School of Business 2012 — 2013
Master of Science (M.S.), Global Finance
The Hong Kong University of Science and Technology
Master of Science (MSc), Global Finance
Texas A&M University
Bachelor of Business Administration (BBA), Accounting
Erik Person's J.P. Morgan Experience August 2011 - March 2014
Job AVP, Senior Portfolio Mgmt Officer
Industry Commercial Real Estate
Experience
Bank of America Merrill Lynch March 2014 - Present
J.P. Morgan August 2011 - March 2014
Goldman Sachs September 2007 - August 2011
Fischer & Company October 2005 - September 2007
M/PF Research (a RealPage company) October 2001 - October 2005
Case Commercial Real Estate, Inc. May 2000 - August 2001
Skills
Valuation, Asset Managment, Portfolio Management, Financial Modeling, Real Estate Economics, Market Analysis, Financial Analysis, Real Estate Development, Market Research, Due Diligence, Real Estate Transactions, Surveillance, Financial Risk, Risk Management, Default Probability, Strategic Planning, Commercial Real Estate, Commercial Lending, Investment Banking, Commercial Banking, Capital Markets, Leases, Investments, Disposition, Asset Management, Loans, Structured Finance, Credit, Banking, Credit Analysis, Derivatives, Financial Structuring, Loan Origination, Real Estate Financing, Analytics, Acquisitions, CMBS, Commercial Mortgages, Bonds, Investment Properties, Real Estate Private..., Corporate Real Estate, Bloomberg Terminal, Syndications, Debt Restructuring, Loan Servicing, Brokerage, Appraisals, Leveraged Finance, Credit Risk
Education
Texas Tech University 1995 — 1999
BBA, Marketing & Management
Bank of America Merrill Lynch March 2014 - Present
J.P. Morgan August 2011 - March 2014
Goldman Sachs September 2007 - August 2011
Fischer & Company October 2005 - September 2007
M/PF Research (a RealPage company) October 2001 - October 2005
Case Commercial Real Estate, Inc. May 2000 - August 2001
Skills
Valuation, Asset Managment, Portfolio Management, Financial Modeling, Real Estate Economics, Market Analysis, Financial Analysis, Real Estate Development, Market Research, Due Diligence, Real Estate Transactions, Surveillance, Financial Risk, Risk Management, Default Probability, Strategic Planning, Commercial Real Estate, Commercial Lending, Investment Banking, Commercial Banking, Capital Markets, Leases, Investments, Disposition, Asset Management, Loans, Structured Finance, Credit, Banking, Credit Analysis, Derivatives, Financial Structuring, Loan Origination, Real Estate Financing, Analytics, Acquisitions, CMBS, Commercial Mortgages, Bonds, Investment Properties, Real Estate Private..., Corporate Real Estate, Bloomberg Terminal, Syndications, Debt Restructuring, Loan Servicing, Brokerage, Appraisals, Leveraged Finance, Credit Risk
Education
Texas Tech University 1995 — 1999
BBA, Marketing & Management
Amy Solum Amy Solum's J.P. Morgan Experience May 2015 - Present
Job Client Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan November 2013 - April 2015
Bernstein Global Wealth Management October 2012 - November 2013
American Airlines Center November 2009 - October 2012
Live Nation May 2007 - November 2009
Texas A&M University August 2004 - May 2007
The Richards Group May 2006 - August 2006
Skills
Marketing, Social Media Marketing, Account Management, Advertising, CRM, Customer Service, Email Marketing, Leadership, Marketing Communications, Microsoft Excel, Microsoft Office, New Business Development, Online Marketing, Sales, Social Networking, Strategic Planning
Education
Texas A&M University 2003 — 2007
BBA, Marketing
J.P. Morgan May 2015 - Present
J.P. Morgan November 2013 - April 2015
Bernstein Global Wealth Management October 2012 - November 2013
American Airlines Center November 2009 - October 2012
Live Nation May 2007 - November 2009
Texas A&M University August 2004 - May 2007
The Richards Group May 2006 - August 2006
Skills
Marketing, Social Media Marketing, Account Management, Advertising, CRM, Customer Service, Email Marketing, Leadership, Marketing Communications, Microsoft Excel, Microsoft Office, New Business Development, Online Marketing, Sales, Social Networking, Strategic Planning
Education
Texas A&M University 2003 — 2007
BBA, Marketing
Dhaval Bagadia Dhaval Bagadia's J.P. Morgan Experience July 2013 - July 2014
Job Graduate Student | Master of Science in Management Information System | Seeking fulltime opportunities
Industry Information Technology and Services
Experience
Credit Suisse June 2015 - July 2015
Texas A&M University January 2015 - May 2015
J.P. Morgan July 2013 - July 2014
ATKT.in August 2011 - May 2012
Labdhi Finance Corporation June 2011 - July 2011
Skills
ETL, SQL, Microsoft SQL Server, SSIS, Data Warehousing, Java, Informatica, Microsoft Visio, Microsoft Excel, HTML, CSS, JavaScript, E-commerce, Leadership, SQL Server with..., Hibernate
Education
Texas A&M University - Mays Business School 2014 — 2016
Master of Science (MS), Management Information Systems, 4.00
Dwarkadas J. Sanghvi College of Engineering 2009 — 2013
Bachelor of Engineering (B.E.), Computer Engineering, 3.76
Credit Suisse June 2015 - July 2015
Texas A&M University January 2015 - May 2015
J.P. Morgan July 2013 - July 2014
ATKT.in August 2011 - May 2012
Labdhi Finance Corporation June 2011 - July 2011
Skills
ETL, SQL, Microsoft SQL Server, SSIS, Data Warehousing, Java, Informatica, Microsoft Visio, Microsoft Excel, HTML, CSS, JavaScript, E-commerce, Leadership, SQL Server with..., Hibernate
Education
Texas A&M University - Mays Business School 2014 — 2016
Master of Science (MS), Management Information Systems, 4.00
Dwarkadas J. Sanghvi College of Engineering 2009 — 2013
Bachelor of Engineering (B.E.), Computer Engineering, 3.76
Leo Echendu's J.P. Morgan Experience February 2011 - July 2013
Job at
Industry Information Technology and Services
Experience
SoftLayer, an IBM Company October 2014 - Present
CHRISTUS Health July 2013 - October 2014
J.P. Morgan February 2011 - July 2013
Skills
Accounting, Financial Analysis, Account Management, Money Management, Account Reconciliation, Hedge Funds, Financial Reporting, Fixed Income, Fund Accounting
Education
Texas State University-San Marcos 2001 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
SoftLayer, an IBM Company October 2014 - Present
CHRISTUS Health July 2013 - October 2014
J.P. Morgan February 2011 - July 2013
Skills
Accounting, Financial Analysis, Account Management, Money Management, Account Reconciliation, Hedge Funds, Financial Reporting, Fixed Income, Fund Accounting
Education
Texas State University-San Marcos 2001 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
Doug Vermaelen Doug Vermaelen's J.P. Morgan Experience October 2011 - September 2013
Job SVP at Santander/Sovereign Bank
Industry Financial Services
Experience
Scotiabank August 2014 - Present
Sovereign Bank September 2013 - August 2014
J.P. Morgan October 2011 - September 2013
Skills
Valuation, Risk Management, Mergers & Acquisitions, Asset Management, Analysis, Financial Modeling, Portfolio Management, Project Management, Energy, Banking, Financial Analysis, Financial Risk, Finance, Economics, Due Diligence, Corporate Finance, Investment Banking, Petroleum, Energy Industry
Education
Texas A&M University
Bachelor of Science (B.S.), Petroleum Engineering
Texas A&M University
Master of Science (M.S.), Petroleum Engineering
Scotiabank August 2014 - Present
Sovereign Bank September 2013 - August 2014
J.P. Morgan October 2011 - September 2013
Skills
Valuation, Risk Management, Mergers & Acquisitions, Asset Management, Analysis, Financial Modeling, Portfolio Management, Project Management, Energy, Banking, Financial Analysis, Financial Risk, Finance, Economics, Due Diligence, Corporate Finance, Investment Banking, Petroleum, Energy Industry
Education
Texas A&M University
Bachelor of Science (B.S.), Petroleum Engineering
Texas A&M University
Master of Science (M.S.), Petroleum Engineering
Branden J. Griffin, MBA- Accounting Branden J. Griffin, MBA- Accounting's J.P. Morgan Experience January 2011 - January 2012
Job CPA Candidate; Financial Accounting Analyst at Targa Resources
Industry Oil & Energy
Experience
Targa Resources May 2014 - Present
American Marketing Association January 2014 - March 2014
Stewart Title May 2013 - December 2013
Texas Southern University October 2012 - May 2013
Verizon Wireless November 2011 - October 2012
J.P. Morgan January 2011 - January 2012
George Bush Intercontinental Airport- City of Houston September 2010 - June 2011
Mayors Office of International Trade and Development September 2010 - January 2011
Metropolitan Washington Airport Authority May 2010 - August 2010
University of Beijing May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Texas Southern University- Jesse H. Jones School of Business 2012 — 2014
Master of Business Administration; Bachelor of Business Administration, Accounting; Finance, 3.8
Texas Southern University 2008 — 2012
Bachelors of Business Administration in Finance, Finance, 3.7
Targa Resources May 2014 - Present
American Marketing Association January 2014 - March 2014
Stewart Title May 2013 - December 2013
Texas Southern University October 2012 - May 2013
Verizon Wireless November 2011 - October 2012
J.P. Morgan January 2011 - January 2012
George Bush Intercontinental Airport- City of Houston September 2010 - June 2011
Mayors Office of International Trade and Development September 2010 - January 2011
Metropolitan Washington Airport Authority May 2010 - August 2010
University of Beijing May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Texas Southern University- Jesse H. Jones School of Business 2012 — 2014
Master of Business Administration; Bachelor of Business Administration, Accounting; Finance, 3.8
Texas Southern University 2008 — 2012
Bachelors of Business Administration in Finance, Finance, 3.7
Colton Rainey's J.P. Morgan Experience January 2011 - November 2012
Job Avaitor at US Navy
Industry Aviation & Aerospace
Experience
US Navy November 2012 - Present
J.P. Morgan January 2011 - November 2012
Skills
Commodity, Financial Analysis, Microsoft Excel, Data Analysis, Analysis, Accounting, PowerPoint, Financial Reporting, Access, Leadership, Process Improvement, Microsoft Word
Education
Texas A&M University 2006 — 2010
BS, Economics
Texas A&M University 2006 — 2010
BS, Leadership
US Navy November 2012 - Present
J.P. Morgan January 2011 - November 2012
Skills
Commodity, Financial Analysis, Microsoft Excel, Data Analysis, Analysis, Accounting, PowerPoint, Financial Reporting, Access, Leadership, Process Improvement, Microsoft Word
Education
Texas A&M University 2006 — 2010
BS, Economics
Texas A&M University 2006 — 2010
BS, Leadership
Eric Wilkerson Eric Wilkerson's J.P. Morgan Experience July 2011 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2011 - Present
JPMorgan Chase May 2007 - July 2011
World Savings Bank May 2006 - May 2007
Skills
Sales, Building Relationships, Customer Service, Client Relations Skills, Sales Presentations, Networking, Portfolio Management, Credit, Finance, Banking, Financial Analysis, Financial Services, Loans, Investments, Account Management, Relationship Management, Relationship Building, Risk Management, Mutual Funds, Mortgage Lending
Education
Texas A&M University 2003 — 2006
Bachelor of Science (BS), Finance and Real Estate
J.P. Morgan July 2011 - Present
JPMorgan Chase May 2007 - July 2011
World Savings Bank May 2006 - May 2007
Skills
Sales, Building Relationships, Customer Service, Client Relations Skills, Sales Presentations, Networking, Portfolio Management, Credit, Finance, Banking, Financial Analysis, Financial Services, Loans, Investments, Account Management, Relationship Management, Relationship Building, Risk Management, Mutual Funds, Mortgage Lending
Education
Texas A&M University 2003 — 2006
Bachelor of Science (BS), Finance and Real Estate
Bryan Lothrop's J.P. Morgan Experience June 2013 - February 2015
Job Associate at EIG Global Energy Partners
Industry Venture Capital & Private Equity
Experience
EIG Global Energy Partners March 2015 - Present
J.P. Morgan June 2013 - February 2015
Aggie Angel Network March 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Education
Texas A&M University - Mays Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance
EIG Global Energy Partners March 2015 - Present
J.P. Morgan June 2013 - February 2015
Aggie Angel Network March 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Education
Texas A&M University - Mays Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Samantha Hutchison Samantha Hutchison's J.P. Morgan Experience June 1996 - April 1998
Job Chief Financial Officer at Brookstone, L. P.
Industry Construction
Experience
Brookstone, L. P. April 1998 - Present
J.P. Morgan June 1996 - April 1998
Education
Texas A&M University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting and Finance
Brookstone, L. P. April 1998 - Present
J.P. Morgan June 1996 - April 1998
Education
Texas A&M University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting and Finance
Najma Aly Najma Aly's J.P. Morgan Experience July 2013 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan June 2010 - June 2013
Ernst & Young June 2009 - August 2009
Skills
Financial Analysis, Syndications, Credit Analysis, Corporate Finance, Capital Markets, Financial Modeling, Capital Structure, Risk Assessment, Financial Accounting, Financial Risk, PowerPoint, Microsoft Excel, Financial Statement...
Education
Texas A&M University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
J.P. Morgan July 2013 - Present
J.P. Morgan June 2010 - June 2013
Ernst & Young June 2009 - August 2009
Skills
Financial Analysis, Syndications, Credit Analysis, Corporate Finance, Capital Markets, Financial Modeling, Capital Structure, Risk Assessment, Financial Accounting, Financial Risk, PowerPoint, Microsoft Excel, Financial Statement...
Education
Texas A&M University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Hunter Bollman Hunter Bollman's J.P. Morgan Experience July 2015 - Present
Job Associate Leveraged Finance at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan February 2014 - June 2015
JP Morgan June 2011 - January 2014
Texas A&M University September 2010 - December 2010
KPMG June 2010 - August 2010
Texas A&M University System May 2009 - June 2010
ConocoPhillips May 2009 - August 2009
Dynegy May 2008 - August 2008
Education
Texas A&M University - Mays Business School 2006 — 2011
Masters of Science in Finance, Bachelors of Business Administration in Accounting
J.P. Morgan July 2015 - Present
J.P. Morgan February 2014 - June 2015
JP Morgan June 2011 - January 2014
Texas A&M University September 2010 - December 2010
KPMG June 2010 - August 2010
Texas A&M University System May 2009 - June 2010
ConocoPhillips May 2009 - August 2009
Dynegy May 2008 - August 2008
Education
Texas A&M University - Mays Business School 2006 — 2011
Masters of Science in Finance, Bachelors of Business Administration in Accounting
Adam McGregor's J.P. Morgan Experience July 2013 - July 2015
Job Financial Analyst
Industry Banking
Experience
Select Energy Services July 2015 - Present
J.P. Morgan July 2013 - July 2015
Texas Tech University January 2011 - May 2013
PlainsCapital Bank August 2010 - December 2010
YWCA of Lubbock September 2009 - May 2010
Omni Barton Creek Resort & Spa June 2007 - August 2008
Education
Texas Tech University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Accounting, and Business Economics, 3.77
Select Energy Services July 2015 - Present
J.P. Morgan July 2013 - July 2015
Texas Tech University January 2011 - May 2013
PlainsCapital Bank August 2010 - December 2010
YWCA of Lubbock September 2009 - May 2010
Omni Barton Creek Resort & Spa June 2007 - August 2008
Education
Texas Tech University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Accounting, and Business Economics, 3.77
Darby Stoneham Darby Stoneham's J.P. Morgan Experience April 2009 - Present
Job AVP Investment Bank Controller JPMorgan
Industry Accounting
Experience
J.P. Morgan April 2009 - Present
J.P. Morgan August 2007 - April 2009
J.P. Morgan April 2005 - August 2007
Skills
Auditing, Internal Controls, Corporate Finance, Financial Analysis, Global Custody, Finance, Securities, Managerial Finance, Forecasting, Business Analysis, Accounting, Banking, Relationship Management, Process Improvement, Analytics, Account Reconciliation
Education
Hardin-Simmons University - Kelley College of Business 2002 — 2004
BBA, Finance
Texas Tech University - Rawls College of Business 2000 — 2002
BBA, Finance
J.P. Morgan April 2009 - Present
J.P. Morgan August 2007 - April 2009
J.P. Morgan April 2005 - August 2007
Skills
Auditing, Internal Controls, Corporate Finance, Financial Analysis, Global Custody, Finance, Securities, Managerial Finance, Forecasting, Business Analysis, Accounting, Banking, Relationship Management, Process Improvement, Analytics, Account Reconciliation
Education
Hardin-Simmons University - Kelley College of Business 2002 — 2004
BBA, Finance
Texas Tech University - Rawls College of Business 2000 — 2002
BBA, Finance
José F. Bolaños José F. Bolaños's J.P. Morgan Experience January 2014 - August 2015
Job Private Equity and Investing
Industry Financial Services
Experience
Brock Capital Group, LLC August 2015 - Present
J.P. Morgan January 2014 - August 2015
EDF Trading January 2013 - May 2013
CIMA ENERGY May 2012 - August 2012
Skills
Bloomberg Terminal, ProphetX, Fluent in Spanish..., Trading, Commodity Markets, Gas, Financial Modeling, Financial Analysis, Hedging, Energy, Bloomberg, Valuation, Corporate Finance, Commodity, Due Diligence, Derivatives, Strategy, Management, Natural Gas, Risk Management
Education
Texas A&M University 2008 — 2013
B.B.A, M.S, Finance, General, Cum Laude
Université de Lausanne 2009 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Colegio Americano de Guatemala
High School
Brock Capital Group, LLC August 2015 - Present
J.P. Morgan January 2014 - August 2015
EDF Trading January 2013 - May 2013
CIMA ENERGY May 2012 - August 2012
Skills
Bloomberg Terminal, ProphetX, Fluent in Spanish..., Trading, Commodity Markets, Gas, Financial Modeling, Financial Analysis, Hedging, Energy, Bloomberg, Valuation, Corporate Finance, Commodity, Due Diligence, Derivatives, Strategy, Management, Natural Gas, Risk Management
Education
Texas A&M University 2008 — 2013
B.B.A, M.S, Finance, General, Cum Laude
Université de Lausanne 2009 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Colegio Americano de Guatemala
High School
Reid Kruger Reid Kruger's J.P. Morgan Experience July 2013 - June 2014
Job Private Client Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management June 2014 - Present
J.P. Morgan July 2013 - June 2014
Texas A&M University - Mays Business School August 2008 - May 2013
PwC February 2012 - April 2012
Big Brothers Big Sisters April 2011 - March 2012
Price Wealth Management July 2011 - August 2011
Durbin Bennett - Private Wealth Management, LLC May 2010 - August 2010
Skills
Portfolio Management, Management, VBA, Matlab, Strategic Financial..., Social Networking, Internal Controls, Sarbanes-Oxley Act, Investments, Networking, Team Leadership, Marketing, GAAP, Sales, Marketing Communications
Education
Texas A&M University 2008 — 2013
Master of Science, Financial Management
Texas A&M University 2008 — 2013
Bachelor of Business Administration, Accounting
Bernstein Private Wealth Management June 2014 - Present
J.P. Morgan July 2013 - June 2014
Texas A&M University - Mays Business School August 2008 - May 2013
PwC February 2012 - April 2012
Big Brothers Big Sisters April 2011 - March 2012
Price Wealth Management July 2011 - August 2011
Durbin Bennett - Private Wealth Management, LLC May 2010 - August 2010
Skills
Portfolio Management, Management, VBA, Matlab, Strategic Financial..., Social Networking, Internal Controls, Sarbanes-Oxley Act, Investments, Networking, Team Leadership, Marketing, GAAP, Sales, Marketing Communications
Education
Texas A&M University 2008 — 2013
Master of Science, Financial Management
Texas A&M University 2008 — 2013
Bachelor of Business Administration, Accounting
Anthony I. Lehman, CFA Anthony I. Lehman, CFA's J.P. Morgan Experience October 2012 - Present
Job Portfolio Manager
Industry Investment Management
Experience
J.P. Morgan October 2012 - Present
Bank of Tokyo-Mitsubishi UFJ January 2000 - February 2012
Bankers Trust Company 1997 - 1999
Bankers Trust Company 1993 - 1997
Skills
Monetary Policy, Short Duration F.I., Yield Curve Analysis, Options Strategies, Futures, Global Macro, Technical Analysis, Fixed Income, Money Market, Options, Trading, Foreign Exchange, Securities, Banking, Financial Risk, Bloomberg, Capital Markets
Education
Texas A&M University
BBA, Finance, Summa Cum Laude
J.P. Morgan October 2012 - Present
Bank of Tokyo-Mitsubishi UFJ January 2000 - February 2012
Bankers Trust Company 1997 - 1999
Bankers Trust Company 1993 - 1997
Skills
Monetary Policy, Short Duration F.I., Yield Curve Analysis, Options Strategies, Futures, Global Macro, Technical Analysis, Fixed Income, Money Market, Options, Trading, Foreign Exchange, Securities, Banking, Financial Risk, Bloomberg, Capital Markets
Education
Texas A&M University
BBA, Finance, Summa Cum Laude
Frazier Angela Frazier Angela's J.P. Morgan Experience November 2011 - Present
Job Portfolio Analyst at J.P. Morgan
Industry Financial Services
Experience
Chase November 2011 - Present
J.P. Morgan November 2011 - Present
Skills
Finance, Portfolio Management, Sales, Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Banking, Investments, Underwriting
Education
University of North Texas 2014 — 2017
Master's degree, Counselor Education/School Counseling and Guidance Services
Texas A&M University-Commerce 1998 — 2001
Bachelor of Applied Science (BASc), Criminal Justice
Chase November 2011 - Present
J.P. Morgan November 2011 - Present
Skills
Finance, Portfolio Management, Sales, Accounting, Microsoft Excel, Financial Analysis, Microsoft Office, Banking, Investments, Underwriting
Education
University of North Texas 2014 — 2017
Master's degree, Counselor Education/School Counseling and Guidance Services
Texas A&M University-Commerce 1998 — 2001
Bachelor of Applied Science (BASc), Criminal Justice
Rolli Sandera Rolli Sandera's J.P. Morgan Experience June 2013 - April 2014
Job Financial Analyst at Capitol Wealth Strategies
Industry Financial Services
Experience
Capitol Wealth Strategies April 2015 - Present
PetroCloud - Oilfield Automation Made Simple April 2014 - January 2015
J.P. Morgan June 2013 - April 2014
Charles Schwab June 2012 - June 2013
Texas State University Department of Accounting January 2012 - June 2012
HEB August 2010 - June 2012
HEB August 2007 - July 2010
Skills
Customer Service, Leadership, Public Relations, Sales, Accounting, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Public Speaking
Education
The University of Texas at Dallas 2013 — 2015
Master of Business Administration (M.B.A.)
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Capitol Wealth Strategies April 2015 - Present
PetroCloud - Oilfield Automation Made Simple April 2014 - January 2015
J.P. Morgan June 2013 - April 2014
Charles Schwab June 2012 - June 2013
Texas State University Department of Accounting January 2012 - June 2012
HEB August 2010 - June 2012
HEB August 2007 - July 2010
Skills
Customer Service, Leadership, Public Relations, Sales, Accounting, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Public Speaking
Education
The University of Texas at Dallas 2013 — 2015
Master of Business Administration (M.B.A.)
Texas State University-San Marcos 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Jake Masso Jake Masso's J.P. Morgan Experience August 2013 - Present
Job Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
JPMorgan Chase January 2012 - July 2013
Bank of America October 2008 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Financial Services, Wealth Management..., Investment Strategies, Alternative Investments, Financial Advisory, Asset Management, Private Banking
Education
Rawls College of Business at Texas Tech University 2004 — 2008
Bachelor of Business Administration (BBA), Finance
J.P. Morgan August 2013 - Present
JPMorgan Chase January 2012 - July 2013
Bank of America October 2008 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Financial Services, Wealth Management..., Investment Strategies, Alternative Investments, Financial Advisory, Asset Management, Private Banking
Education
Rawls College of Business at Texas Tech University 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Alexa Gonzalez Alexa Gonzalez's J.P. Morgan Experience June 2014 - Present
Job Investment banking analyst at J.P. Morgan
Industry Financial Services
Experience
AllianceBernstein September 2015 - Present
J.P. Morgan June 2014 - Present
Goldman Sachs June 2012 - May 2014
Luther King Capital Management August 2011 - May 2012
Skills
Financial Analysis, Valuation, Financial Modeling, Captial IQ, Portfoliio analysis
Education
Texas Christian University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
AllianceBernstein September 2015 - Present
J.P. Morgan June 2014 - Present
Goldman Sachs June 2012 - May 2014
Luther King Capital Management August 2011 - May 2012
Skills
Financial Analysis, Valuation, Financial Modeling, Captial IQ, Portfoliio analysis
Education
Texas Christian University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Keith Fraser, MBA Keith Fraser, MBA's J.P. Morgan Experience July 2012 - December 2014
Job Sales Executive at SunGard
Industry Financial Services
Experience
SunGard January 2015 - Present
J.P. Morgan July 2012 - December 2014
J.P. Morgan March 2008 - July 2012
Bank of America June 2004 - March 2008
Skills
Collateral Management, Financial Services, Securities, Risk Management, Product Management, Onboarding, Project Management, Presentations, Middle Office, Global Custody, Back Office, Operational Risk, Process Improvement, Derivatives, Banking, Equities, Fixed Income
Education
Texas Tech University - Rawls College of Business 2006 — 2007
MBA, Finance
Texas Tech University - Rawls College of Business 2003 — 2006
BBA, Finance
SunGard January 2015 - Present
J.P. Morgan July 2012 - December 2014
J.P. Morgan March 2008 - July 2012
Bank of America June 2004 - March 2008
Skills
Collateral Management, Financial Services, Securities, Risk Management, Product Management, Onboarding, Project Management, Presentations, Middle Office, Global Custody, Back Office, Operational Risk, Process Improvement, Derivatives, Banking, Equities, Fixed Income
Education
Texas Tech University - Rawls College of Business 2006 — 2007
MBA, Finance
Texas Tech University - Rawls College of Business 2003 — 2006
BBA, Finance
Tjakea Caswell Tjakea Caswell's J.P. Morgan Experience July 2014 - Present
Job Operations Analyst at J.P. Morgan
Industry Logistics and Supply Chain
Experience
J.P. Morgan July 2014 - Present
FBD Partnership, LP May 2013 - August 2013
Dachis Group May 2012 - August 2012
Dachis Group May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Leadership, Customer Service, Team Leadership, Research, Project Management, Lean Manufacturing, Data Analysis, Social Media, Process Improvement, Social Networking, Teamwork
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (BBA), Supply Chain Management
J.P. Morgan July 2014 - Present
FBD Partnership, LP May 2013 - August 2013
Dachis Group May 2012 - August 2012
Dachis Group May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Leadership, Customer Service, Team Leadership, Research, Project Management, Lean Manufacturing, Data Analysis, Social Media, Process Improvement, Social Networking, Teamwork
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (BBA), Supply Chain Management
Ryan Taylor, CFA Ryan Taylor, CFA's J.P. Morgan Experience May 2010 - February 2013
Job Wealth Advisor with Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank February 2013 - Present
J.P. Morgan May 2010 - February 2013
Amegy Bank June 2002 - May 2010
Skills
Private Wealth..., Business Advisory and..., Portfolio Management, Asset Allocation, Wealth, Wealth Management, Equities, Fixed Income, Series 7, Investments, Alternative Investments, Asset Management, Investment Advisory
Education
Texas A&M University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
University of Wyoming 1996 — 1997
SHS
Wells Fargo Private Bank February 2013 - Present
J.P. Morgan May 2010 - February 2013
Amegy Bank June 2002 - May 2010
Skills
Private Wealth..., Business Advisory and..., Portfolio Management, Asset Allocation, Wealth, Wealth Management, Equities, Fixed Income, Series 7, Investments, Alternative Investments, Asset Management, Investment Advisory
Education
Texas A&M University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
University of Wyoming 1996 — 1997
SHS
Puja Konduru's J.P. Morgan Experience July 2009 - June 2011
Job Workday Integrations Consultant at OneSource Virtual
Industry Information Technology and Services
Experience
OneSource Virtual July 2013 - Present
Texas A&M University January 2013 - May 2013
Texas A&M University October 2012 - December 2012
Landmark Graphics-Halliburton June 2012 - August 2012
Texas A&M University April 2012 - May 2012
J.P. Morgan July 2009 - June 2011
Skills
Secure Transport..., Tandem (Beginner, 1.5..., IBM Mainframe..., Microsoft Office, Microsoft Dynamics CRM, Microsoft SQL Server..., Microsoft Visual Studio, Sencha, SQL Server Management..., Microsoft CRM, Troubleshooting, SSRS, Visual Studio, Agile Methodologies, SSIS, Unix, Integration, SQL
Education
Texas A&M University - Mays Business School 2011 — 2013
MS, MIS (Management Information Systems)
R. V. College of Engineering (Visveswaraiah Technological University) 2005 — 2009
Bachelor of Engineering, Electronics and Communication
OneSource Virtual July 2013 - Present
Texas A&M University January 2013 - May 2013
Texas A&M University October 2012 - December 2012
Landmark Graphics-Halliburton June 2012 - August 2012
Texas A&M University April 2012 - May 2012
J.P. Morgan July 2009 - June 2011
Skills
Secure Transport..., Tandem (Beginner, 1.5..., IBM Mainframe..., Microsoft Office, Microsoft Dynamics CRM, Microsoft SQL Server..., Microsoft Visual Studio, Sencha, SQL Server Management..., Microsoft CRM, Troubleshooting, SSRS, Visual Studio, Agile Methodologies, SSIS, Unix, Integration, SQL
Education
Texas A&M University - Mays Business School 2011 — 2013
MS, MIS (Management Information Systems)
R. V. College of Engineering (Visveswaraiah Technological University) 2005 — 2009
Bachelor of Engineering, Electronics and Communication
Frank Rexach Frank Rexach's J.P. Morgan Experience November 2012 - June 2014
Job Director Novum Energy
Industry Oil & Energy
Experience
Novum Energy August 2014 - Present
Agrega Energy LLC June 2014 - Present
J.P. Morgan November 2012 - June 2014
Sunoco September 2010 - August 2012
Chevron January 2004 - September 2010
Texaco Puerto Rico Inc November 2001 - January 2004
Texaco Inc December 1999 - November 2001
Texaco Inc May 1996 - December 1999
Texaco Inc. August 1989 - May 1996
Skills
Trading, Business Development, Fuel, Supply, Portfolio Management, Management, Communications Audits, Petroleum, Commodity Markets, Energy, Risk Management, Energy Industry, Negotiation, Supply Chain, Business Strategy, Contract Negotiation
Education
Texas A&M University
BA, Biology / Chemistry
University of Houston
MS, Environmental Management
Novum Energy August 2014 - Present
Agrega Energy LLC June 2014 - Present
J.P. Morgan November 2012 - June 2014
Sunoco September 2010 - August 2012
Chevron January 2004 - September 2010
Texaco Puerto Rico Inc November 2001 - January 2004
Texaco Inc December 1999 - November 2001
Texaco Inc May 1996 - December 1999
Texaco Inc. August 1989 - May 1996
Skills
Trading, Business Development, Fuel, Supply, Portfolio Management, Management, Communications Audits, Petroleum, Commodity Markets, Energy, Risk Management, Energy Industry, Negotiation, Supply Chain, Business Strategy, Contract Negotiation
Education
Texas A&M University
BA, Biology / Chemistry
University of Houston
MS, Environmental Management
Britnee Brotherton's J.P. Morgan Experience April 2015 - Present
Job Analyst
Industry Oil & Energy
Experience
J.P. Morgan April 2015 - Present
Eagle Land Services June 2011 - April 2015
Ed Froehling Builder, Inc. April 2008 - July 2011
Uptown Liz August 2010 - December 2010
Skills
Due Diligence, Access, Natural Gas, Contract Negotiation, Microsoft Office, Analysis, Project Management, Oil & Gas Law, Negotiation, Deeds, Public Relations, Oil & Gas Industry, Microsoft Excel, Land Acquisition, Titles, Leases, Energy Industry, Energy, Minerals, Real Estate, Spreadsheets, Supervisory Skills, Microsoft Word, Mineral Rights, Oil/Gas, Contract Management, Gas, Outlook, Petroleum, Title Searches, PowerPoint, Research, Press Releases
Education
Texas A&M University 2007 — 2011
B.A., Telecommunications and Media Studies
J.P. Morgan April 2015 - Present
Eagle Land Services June 2011 - April 2015
Ed Froehling Builder, Inc. April 2008 - July 2011
Uptown Liz August 2010 - December 2010
Skills
Due Diligence, Access, Natural Gas, Contract Negotiation, Microsoft Office, Analysis, Project Management, Oil & Gas Law, Negotiation, Deeds, Public Relations, Oil & Gas Industry, Microsoft Excel, Land Acquisition, Titles, Leases, Energy Industry, Energy, Minerals, Real Estate, Spreadsheets, Supervisory Skills, Microsoft Word, Mineral Rights, Oil/Gas, Contract Management, Gas, Outlook, Petroleum, Title Searches, PowerPoint, Research, Press Releases
Education
Texas A&M University 2007 — 2011
B.A., Telecommunications and Media Studies
Michele De La Rosa Michele De La Rosa's J.P. Morgan Experience March 2011 - Present
Job Estate Officer at JPMorgan
Industry Investment Management
Experience
J.P. Morgan March 2011 - Present
J.P. Morgan August 1996 - July 2011
Reata Restaurant June 2000 - December 2000
Target May 1988 - December 1993
Skills
Trusts, Fiduciary, Tax, High Net Worth..., Estate Administration, Estate Tax Planning, Personnel Management, Tax Preparation, Tax Returns, Accounting, Tax Accounting, Income Tax, Estate Planning, Wealth Management, Tax Research, Trust Services, Inheritance Tax Planning, Asset Management, Private Banking, Controllers, Financial Advisory
Education
William Howard Taft University 2013 — 2015
Master of Science (MS), Taxation
Texas State University-San Marcos 1985 — 1996
BBA, Accounting
J.P. Morgan March 2011 - Present
J.P. Morgan August 1996 - July 2011
Reata Restaurant June 2000 - December 2000
Target May 1988 - December 1993
Skills
Trusts, Fiduciary, Tax, High Net Worth..., Estate Administration, Estate Tax Planning, Personnel Management, Tax Preparation, Tax Returns, Accounting, Tax Accounting, Income Tax, Estate Planning, Wealth Management, Tax Research, Trust Services, Inheritance Tax Planning, Asset Management, Private Banking, Controllers, Financial Advisory
Education
William Howard Taft University 2013 — 2015
Master of Science (MS), Taxation
Texas State University-San Marcos 1985 — 1996
BBA, Accounting
Tadeo Mar Tadeo Mar's J.P. Morgan Experience January 2013 - February 2014
Job Client Relationship Manager at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
J.P. Morgan January 2013 - February 2014
J.P. Morgan October 2011 - January 2013
Staples November 2009 - November 2011
US Army September 2001 - May 2005
Skills
Sales, Relationship Management, Customer Service, Account Management, Banking, Microsoft Excel, Sales Management, Financial Analysis, Microsoft Office, Financial Services, Marketing, Finance, Commercial Banking, PowerPoint, Direct Sales, Investments, Negotiation, Marketing Strategy, Equities, Business Development
Education
Texas A&M University-Corpus Christi 2006 — 2009
Criminal Justice
JPMorgan Chase 2014 - Present
J.P. Morgan January 2013 - February 2014
J.P. Morgan October 2011 - January 2013
Staples November 2009 - November 2011
US Army September 2001 - May 2005
Skills
Sales, Relationship Management, Customer Service, Account Management, Banking, Microsoft Excel, Sales Management, Financial Analysis, Microsoft Office, Financial Services, Marketing, Finance, Commercial Banking, PowerPoint, Direct Sales, Investments, Negotiation, Marketing Strategy, Equities, Business Development
Education
Texas A&M University-Corpus Christi 2006 — 2009
Criminal Justice
Jordan Bucy Jordan Bucy's J.P. Morgan Experience July 2015 - Present
Job Private Bank Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan February 2014 - June 2015
J.P. Morgan August 2012 - February 2014
SagePoint Financial Texas June 2012 - August 2012
Texas State Endowment fund August 2011 - May 2012
Fidelity Investments May 2011 - August 2011
J.Crew October 2010 - February 2011
Skills
Investments, Asset Management, Analysis, Portfolio Management, Mutual Funds, Bloomberg, Series 7, Financial Analysis, Financial Modeling, Valuation, Series 63, Equities, Asset Allocation, Corporate Finance, Bloomberg Terminal, Strategic Financial..., Banking, Finance, Fixed Income, Microsoft Excel, Economics, Asset Managment, Accounting, Equity Research, Investment Banking, Alternative Investments, Equity Valuation, Credit, Risk Management, Uniform Combined State..., Wealth Management
Education
Texas State University-San Marcos 2009 — 2012
BBA McCoy College of Business Administration, Finance
The University of Texas at El Paso 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan July 2015 - Present
J.P. Morgan February 2014 - June 2015
J.P. Morgan August 2012 - February 2014
SagePoint Financial Texas June 2012 - August 2012
Texas State Endowment fund August 2011 - May 2012
Fidelity Investments May 2011 - August 2011
J.Crew October 2010 - February 2011
Skills
Investments, Asset Management, Analysis, Portfolio Management, Mutual Funds, Bloomberg, Series 7, Financial Analysis, Financial Modeling, Valuation, Series 63, Equities, Asset Allocation, Corporate Finance, Bloomberg Terminal, Strategic Financial..., Banking, Finance, Fixed Income, Microsoft Excel, Economics, Asset Managment, Accounting, Equity Research, Investment Banking, Alternative Investments, Equity Valuation, Credit, Risk Management, Uniform Combined State..., Wealth Management
Education
Texas State University-San Marcos 2009 — 2012
BBA McCoy College of Business Administration, Finance
The University of Texas at El Paso 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Grace Coffman Grace Coffman's J.P. Morgan Experience June 2014 - August 2014
Job Student at University of Texas
Industry Information Technology and Services
Experience
Steelwedge Software, Inc. June 2015 - July 2015
Texas A&M University March 2014 - April 2015
J.P. Morgan June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Skills
Java, Microsoft Office, C++, Microsoft Excel, Windows, PowerPoint, Microsoft Word, Teamwork
Education
The University of Texas at Austin 2015 — 2016
Master's Degree, Finance
Texas A&M University 2011 — 2015
Bachelor's Degree, Computer Engineering
Steelwedge Software, Inc. June 2015 - July 2015
Texas A&M University March 2014 - April 2015
J.P. Morgan June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Skills
Java, Microsoft Office, C++, Microsoft Excel, Windows, PowerPoint, Microsoft Word, Teamwork
Education
The University of Texas at Austin 2015 — 2016
Master's Degree, Finance
Texas A&M University 2011 — 2015
Bachelor's Degree, Computer Engineering
Teresa M. Phillips Teresa M. Phillips's J.P. Morgan Experience January 1998 - August 2011
Job Business Banker
Industry Financial Services
Experience
J.P. Morgan January 1998 - August 2011
JPMorgan Chase January 1998 - August 2010
Personal Banker January 2001 - January 2005
JPMorgan Chase January 1998 - January 2001
Education
Texas Southern University
BA, Psychology
J.P. Morgan January 1998 - August 2011
JPMorgan Chase January 1998 - August 2010
Personal Banker January 2001 - January 2005
JPMorgan Chase January 1998 - January 2001
Education
Texas Southern University
BA, Psychology
Allison McDaniel Allison McDaniel's J.P. Morgan Experience November 2009 - Present
Job VP, Commercial Banking
Industry Investment Banking
Experience
J.P. Morgan November 2009 - Present
The Dallas Morning News September 2007 - April 2009
Unitrin Specialty March 2004 - August 2007
MCI August 2001 - January 2004
Education
Texas Tech University - Rawls College of Business 1993 — 1997
B.B.A., Finance
J.P. Morgan November 2009 - Present
The Dallas Morning News September 2007 - April 2009
Unitrin Specialty March 2004 - August 2007
MCI August 2001 - January 2004
Education
Texas Tech University - Rawls College of Business 1993 — 1997
B.B.A., Finance
Carlos Newall Carlos Newall's J.P. Morgan Experience June 2012 - June 2014
Job Equity Research Associate at Raymond James Financial Inc.
Industry Oil & Energy
Experience
Raymond James Financial Inc. July 2014 - Present
J.P. Morgan June 2012 - June 2014
Fairways Exploration & Production, LLC June 2009 - July 2011
Skills
Equity Research, Financial Modeling, Financial Analysis, Oil & Gas, Oil & Gas Exploration, Natural Gas, Clean Energy..., Oil & Gas Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Risk Management, Bilingual, Management, Public Speaking, Analysis, Accounting
Education
Texas Christian University 2008 — 2012
Texas Christian University - Neeley School of Business 2008 — 2012
Bachelor, Business Administration; Finance & Entrepreneurial Management
Raymond James Financial Inc. July 2014 - Present
J.P. Morgan June 2012 - June 2014
Fairways Exploration & Production, LLC June 2009 - July 2011
Skills
Equity Research, Financial Modeling, Financial Analysis, Oil & Gas, Oil & Gas Exploration, Natural Gas, Clean Energy..., Oil & Gas Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Risk Management, Bilingual, Management, Public Speaking, Analysis, Accounting
Education
Texas Christian University 2008 — 2012
Texas Christian University - Neeley School of Business 2008 — 2012
Bachelor, Business Administration; Finance & Entrepreneurial Management
Eric Bohl Eric Bohl's J.P. Morgan Experience November 2011 - November 2012
Job Senior Staffing Consultant and IT Recruiter at CultureFit in the Greater Chicagoland and Greater Milwaukee Area
Industry Information Technology and Services
Experience
CultureFit October 2014 - Present
S'wooft Dog Walking & Pet Care January 2015 - Present
PathFinder Health November 2012 - October 2014
EB Photography 2006 - 2013
J.P. Morgan November 2011 - November 2012
Sprint October 2009 - December 2011
Best Buy August 2005 - October 2009
Skills
Sales, Social Networking, Temporary Staffing, Staffing Coordination, Leadership, Executive Search, Sales Management, Account Management, Social Media Marketing, Marketing, Customer Service, Salesforce.com, Team Building, Strategic Planning, Team Leadership, Social Media, Budgets, Management, Customer Satisfaction, Outlook, Merchandising, Advertising, Market Research, Direct Sales, Project Management, Temporary Placement, Recruiting, Hiring, Consulting, Business Development, Networking, Relationship Building, Microsoft Excel, Training, Time Management, Interviews, Sourcing, CRM, New Business Development, B2B, Microsoft Office, Technical Recruiting, Vendor Management, Employee Relations, Marketing Strategy, Cold Calling
Education
Texas State University-San Marcos 2005 — 2008
International Marketing
CultureFit October 2014 - Present
S'wooft Dog Walking & Pet Care January 2015 - Present
PathFinder Health November 2012 - October 2014
EB Photography 2006 - 2013
J.P. Morgan November 2011 - November 2012
Sprint October 2009 - December 2011
Best Buy August 2005 - October 2009
Skills
Sales, Social Networking, Temporary Staffing, Staffing Coordination, Leadership, Executive Search, Sales Management, Account Management, Social Media Marketing, Marketing, Customer Service, Salesforce.com, Team Building, Strategic Planning, Team Leadership, Social Media, Budgets, Management, Customer Satisfaction, Outlook, Merchandising, Advertising, Market Research, Direct Sales, Project Management, Temporary Placement, Recruiting, Hiring, Consulting, Business Development, Networking, Relationship Building, Microsoft Excel, Training, Time Management, Interviews, Sourcing, CRM, New Business Development, B2B, Microsoft Office, Technical Recruiting, Vendor Management, Employee Relations, Marketing Strategy, Cold Calling
Education
Texas State University-San Marcos 2005 — 2008
International Marketing
Westin McEntire, CFA Westin McEntire, CFA's J.P. Morgan Experience July 2012 - Present
Job Investment Associate Private Wealth Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
JPMorgan Chase April 2011 - July 2012
JPMorgan Chase July 2009 - April 2011
JPMorgan Chase June 2008 - July 2009
Bear Stearns, EMC Mortgage May 2007 - August 2007
Skills
Portfolio Management, Finance, Trading, Investments
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
BBA, Finance, Accounting
J.P. Morgan July 2012 - Present
JPMorgan Chase April 2011 - July 2012
JPMorgan Chase July 2009 - April 2011
JPMorgan Chase June 2008 - July 2009
Bear Stearns, EMC Mortgage May 2007 - August 2007
Skills
Portfolio Management, Finance, Trading, Investments
Education
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
BBA, Finance, Accounting
Kristen Glymph Kristen Glymph's J.P. Morgan Experience February 2012 - September 2014
Job Head of North America Power and Gas Middle Office at Mercuria Energy Trading
Industry Investment Banking
Experience
Mercuria Energy Trading S.A. October 2014 - May 2015
J.P. Morgan February 2012 - September 2014
J.P. Morgan June 2008 - January 2012
Bear Stearns August 2006 - May 2008
Calpine October 2000 - May 2006
Chubb September 1995 - September 2000
Texas A&M University June 1994 - August 1994
Skills
Trading, Commodity, Derivatives, Commodity Markets, Hedging, Gas, Natural Gas, Risk Management, Energy Industry, Energy, Finance, Financial Analysis, Financial Modeling, Options, Valuation, Equities, Market Risk
Education
University of St. Thomas (TX) 1996 — 1999
Master of Business Administration (M.B.A.), Finance Concentration
Texas A&M University 1991 — 1995
Bachelor of Science (B.S.), Mechanical Engineering
Mercuria Energy Trading S.A. October 2014 - May 2015
J.P. Morgan February 2012 - September 2014
J.P. Morgan June 2008 - January 2012
Bear Stearns August 2006 - May 2008
Calpine October 2000 - May 2006
Chubb September 1995 - September 2000
Texas A&M University June 1994 - August 1994
Skills
Trading, Commodity, Derivatives, Commodity Markets, Hedging, Gas, Natural Gas, Risk Management, Energy Industry, Energy, Finance, Financial Analysis, Financial Modeling, Options, Valuation, Equities, Market Risk
Education
University of St. Thomas (TX) 1996 — 1999
Master of Business Administration (M.B.A.), Finance Concentration
Texas A&M University 1991 — 1995
Bachelor of Science (B.S.), Mechanical Engineering
Jeremy Derington Jeremy Derington's J.P. Morgan Experience July 2007 - October 2009
Job Attorney at The Allen Firm, P.C.
Industry Legal Services
Experience
The Allen Firm, P.C. October 2009 - Present
J.P. Morgan July 2007 - October 2009
Choate Company, Inc. July 2005 - July 2007
Skills
Legal Research, Corporate Law, Civil Litigation, Commercial Litigation, Legal Writing, Courts, Litigation, Personal Injury, Real Estate, Real Estate Transactions, Trial Practice
Education
Texas Tech University School of Law 2002 — 2005
J.D.
Texas Tech University 1997 — 2001
Bachelor of Science (B.S.), Agricultural Communication/Journalism
The Allen Firm, P.C. October 2009 - Present
J.P. Morgan July 2007 - October 2009
Choate Company, Inc. July 2005 - July 2007
Skills
Legal Research, Corporate Law, Civil Litigation, Commercial Litigation, Legal Writing, Courts, Litigation, Personal Injury, Real Estate, Real Estate Transactions, Trial Practice
Education
Texas Tech University School of Law 2002 — 2005
J.D.
Texas Tech University 1997 — 2001
Bachelor of Science (B.S.), Agricultural Communication/Journalism
Craig Utley Craig Utley's J.P. Morgan Experience June 2011 - October 2011
Job Director of Operations
Industry Government Relations
Experience
United States Department of Defense October 2011 - Present
J.P. Morgan June 2011 - October 2011
United States Department of Defense September 2009 - June 2011
United States Department of Defense June 2003 - August 2009
United States Department of Defense January 1998 - May 2003
Skills
Program Management, Leadership, Training, Management, Process Improvement, Analysis, Business Process..., Project Planning, Project Management, Team Building, Business Development, Government, Budgets, Contract Negotiation, Team Management, Business Process, Sales Operations, Business Planning, Marketing, Military Operations
Education
Texas A&M University
B.A., History, English
Troy University
M.S., Business Management
United States Department of Defense October 2011 - Present
J.P. Morgan June 2011 - October 2011
United States Department of Defense September 2009 - June 2011
United States Department of Defense June 2003 - August 2009
United States Department of Defense January 1998 - May 2003
Skills
Program Management, Leadership, Training, Management, Process Improvement, Analysis, Business Process..., Project Planning, Project Management, Team Building, Business Development, Government, Budgets, Contract Negotiation, Team Management, Business Process, Sales Operations, Business Planning, Marketing, Military Operations
Education
Texas A&M University
B.A., History, English
Troy University
M.S., Business Management
Deana Kreitz Deana Kreitz's J.P. Morgan Experience January 1999 - February 2008
Job Marketing Manager, Web/Digital/Online at Universal American
Industry Marketing and Advertising
Experience
Universal American April 2012 - August 2015
Hitachi Consulting April 2011 - April 2012
Recreational Equipment Inc. (REI) September 2008 - October 2011
DKConcepts 2004 - 2011
J.P. Morgan January 1999 - February 2008
Skills
Microsoft Office, Office Management, College Recruiting, New Hire Orientation, Presentation Preparation, Desktop Publishing, Office Administration, New Hire Orientations, Strategy, Marketing, Human Resources, Employee Training, Management, Project Planning, Social Media Marketing, Project Management, Creative Writing, Change Management, Website Development, Leadership, SEO, Advertising, CMS, Sales
Education
University of Houston-Downtown 2006 — 2008
BS, English
Texas A&M University
Universal American April 2012 - August 2015
Hitachi Consulting April 2011 - April 2012
Recreational Equipment Inc. (REI) September 2008 - October 2011
DKConcepts 2004 - 2011
J.P. Morgan January 1999 - February 2008
Skills
Microsoft Office, Office Management, College Recruiting, New Hire Orientation, Presentation Preparation, Desktop Publishing, Office Administration, New Hire Orientations, Strategy, Marketing, Human Resources, Employee Training, Management, Project Planning, Social Media Marketing, Project Management, Creative Writing, Change Management, Website Development, Leadership, SEO, Advertising, CMS, Sales
Education
University of Houston-Downtown 2006 — 2008
BS, English
Texas A&M University
Jeremy Jones Jeremy Jones's J.P. Morgan Experience February 2005 - February 2013
Job Chief Information Officer at Comfort Systems USA
Industry Information Technology and Services
Experience
Comfort Systems USA February 2013 - Present
J.P. Morgan February 2005 - February 2013
Ajilon Consulting October 2001 - February 2005
Western Geophysical December 1999 - October 2001
Skills
IT Strategy, IT Governance, Change Management, Relational Databases, Unix Administration, Shell Scripting, Perl, Linux, Ubuntu, Network Security, Program Management, SOX, Compliance Management, Project Portfolio..., Unix, ITIL, Risk Management, System Administration, Vendor Management, Service Delivery, Leadership, Business Continuity, Data Center, Business Strategy, Security, Business Analysis, Disaster Recovery, Testing, SDLC, Project Management, Integration, IT Management, Enterprise Architecture, Information Technology, Infrastructure, Business Process..., Cloud Computing, SharePoint, PMO, Business Process, Visio, Business Intelligence, Process Improvement, PMP, Software Project..., IT Operations, Project Delivery, Management, Strategy
Education
The University of Texas at Austin 2009 — 2010
MS, Technology Commercialization
University of Houston 2001 — 2005
MBA, Finance / Management
Texas A&M University-Kingsville 1996 — 1999
BBA, International Business
Comfort Systems USA February 2013 - Present
J.P. Morgan February 2005 - February 2013
Ajilon Consulting October 2001 - February 2005
Western Geophysical December 1999 - October 2001
Skills
IT Strategy, IT Governance, Change Management, Relational Databases, Unix Administration, Shell Scripting, Perl, Linux, Ubuntu, Network Security, Program Management, SOX, Compliance Management, Project Portfolio..., Unix, ITIL, Risk Management, System Administration, Vendor Management, Service Delivery, Leadership, Business Continuity, Data Center, Business Strategy, Security, Business Analysis, Disaster Recovery, Testing, SDLC, Project Management, Integration, IT Management, Enterprise Architecture, Information Technology, Infrastructure, Business Process..., Cloud Computing, SharePoint, PMO, Business Process, Visio, Business Intelligence, Process Improvement, PMP, Software Project..., IT Operations, Project Delivery, Management, Strategy
Education
The University of Texas at Austin 2009 — 2010
MS, Technology Commercialization
University of Houston 2001 — 2005
MBA, Finance / Management
Texas A&M University-Kingsville 1996 — 1999
BBA, International Business
Shirlene McNeil's J.P. Morgan Experience February 2012 - Present
Job Retired from JPMORGAN Chase
Industry Financial Services
Experience
Keller Williams Realty September 2015 - Present
J.P. Morgan February 2012 - Present
Skills
Customer Service, Sales, Banking, Operations Management, Job Coaching, Microsoft Word, Microsoft Office, Corporate Recruiting, Public Speaking, Employee Training, Underwriting, Strategic Planning, Management, Portfolio Management, Financial Analysis, Cash Management, Credit Risk, Consumer Lending, Credit Analysis, Loans, Risk Management
Education
Texas Southern University
Bachelor of Science (BS), Business Administration, Business, Management, Marketing, and Related Support Services
Hearne High School
Keller Williams Realty September 2015 - Present
J.P. Morgan February 2012 - Present
Skills
Customer Service, Sales, Banking, Operations Management, Job Coaching, Microsoft Word, Microsoft Office, Corporate Recruiting, Public Speaking, Employee Training, Underwriting, Strategic Planning, Management, Portfolio Management, Financial Analysis, Cash Management, Credit Risk, Consumer Lending, Credit Analysis, Loans, Risk Management
Education
Texas Southern University
Bachelor of Science (BS), Business Administration, Business, Management, Marketing, and Related Support Services
Hearne High School
Kendall Green's J.P. Morgan Experience June 2015 - August 2015
Job Texas A&M University
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Pine April 2013 - December 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, International Business, Analysis, Strategic Planning, Time Management, Microsoft Office, Leadership, Public Speaking, Customer Service, Event Planning, Research, Social Networking, Team Leadership, Teamwork
Education
Texas A&M University 2012 — 2016
Bachelor's degree, Finance, General
J.P. Morgan June 2015 - August 2015
Pine April 2013 - December 2013
Skills
Microsoft Word, PowerPoint, Microsoft Excel, International Business, Analysis, Strategic Planning, Time Management, Microsoft Office, Leadership, Public Speaking, Customer Service, Event Planning, Research, Social Networking, Team Leadership, Teamwork
Education
Texas A&M University 2012 — 2016
Bachelor's degree, Finance, General
Tokunbo Ivana Tayo's J.P. Morgan Experience January 2001 - Present
Job Senior Associate, BSA/AML Risk & Compliance
Industry Financial Services
Experience
J.P. Morgan January 2001 - Present
Skills
Corporate Finance, Financial Controlling, Risk Assessment, Risk Analysis, Internal Controls, Operational Risk..., Team Management, Operations Management, Financial Reporting, Risk Management, Enterprise Risk..., Financial Modeling, Internal Audit, Sarbanes-Oxley Act, Financial Risk
Education
University of Houston-Victoria 2014 — 2015
Master of Business Administration (MBA), Finance
University of Houston, C.T. Bauer College of Business 1999 — 2002
Bachelor of Business Administration (BBA), Finance
Texas State Technical College 1996 — 1998
Associate of Science (AS), Computer Systems Networking and Telecommunications
J.P. Morgan January 2001 - Present
Skills
Corporate Finance, Financial Controlling, Risk Assessment, Risk Analysis, Internal Controls, Operational Risk..., Team Management, Operations Management, Financial Reporting, Risk Management, Enterprise Risk..., Financial Modeling, Internal Audit, Sarbanes-Oxley Act, Financial Risk
Education
University of Houston-Victoria 2014 — 2015
Master of Business Administration (MBA), Finance
University of Houston, C.T. Bauer College of Business 1999 — 2002
Bachelor of Business Administration (BBA), Finance
Texas State Technical College 1996 — 1998
Associate of Science (AS), Computer Systems Networking and Telecommunications
Alexia Gonzalez's J.P. Morgan Experience December 2010 - August 2011
Job Customer Sales and Service Representative
Industry Insurance
Experience
Farmers Insurance December 2014 - Present
Austin Communication Group, Inc. August 2014 - October 2014
The Cool Mint Cafe September 2011 - April 2014
J.P. Morgan December 2010 - August 2011
Skills
Customer Service, Microsoft Office, Leadership, Training, Microsoft Excel, Management, Sales, Public Speaking, Bilingual Communications, PowerPoint, Social Media, Microsoft Word, Research, Time Management, Social Networking, Team Building, Marketing, Direct Sales, Retail Sales, Internet Explorer, Banking, Team Leadership, Leadership Development, Peer Mentoring, Peer Support, Peer Relationships, Employee Training, Online Research, Outlook Express, Telephone Skills, Interviews, Administration, Writing, Employee Relations, Event Planning, Communication, Call Centers, Teamwork, Data Entry, Event Management, Outlook, Editing, Fundraising, Social Media Marketing, Recruiting, Public Relations, Project Management, Teaching, Strategic Planning, Commercial Insurance
Education
Texas State University 2011 — 2014
Bachelor of Arts (B.A.), Political Science and International Studies
Muffles College High School 2004 — 2008
High School, Liberal Arts and Sciences, General Studies and Humanities, 3.20
Farmers Insurance December 2014 - Present
Austin Communication Group, Inc. August 2014 - October 2014
The Cool Mint Cafe September 2011 - April 2014
J.P. Morgan December 2010 - August 2011
Skills
Customer Service, Microsoft Office, Leadership, Training, Microsoft Excel, Management, Sales, Public Speaking, Bilingual Communications, PowerPoint, Social Media, Microsoft Word, Research, Time Management, Social Networking, Team Building, Marketing, Direct Sales, Retail Sales, Internet Explorer, Banking, Team Leadership, Leadership Development, Peer Mentoring, Peer Support, Peer Relationships, Employee Training, Online Research, Outlook Express, Telephone Skills, Interviews, Administration, Writing, Employee Relations, Event Planning, Communication, Call Centers, Teamwork, Data Entry, Event Management, Outlook, Editing, Fundraising, Social Media Marketing, Recruiting, Public Relations, Project Management, Teaching, Strategic Planning, Commercial Insurance
Education
Texas State University 2011 — 2014
Bachelor of Arts (B.A.), Political Science and International Studies
Muffles College High School 2004 — 2008
High School, Liberal Arts and Sciences, General Studies and Humanities, 3.20
Ryan Martin, CPA Ryan Martin, CPA's J.P. Morgan Experience May 2012 - January 2014
Job Risk and Controls Total M&S
Industry Financial Services
Experience
TOTAL January 2014 - Present
J.P. Morgan May 2012 - January 2014
J.P. Morgan June 2008 - May 2012
Ernst & Young August 2006 - June 2008
Education
Texas A&M University 2005 — 2006
Master of Science (MS), Finance, General
Texas A&M University 2001 — 2005
Bachelor of Science (BS), Accounting
TOTAL January 2014 - Present
J.P. Morgan May 2012 - January 2014
J.P. Morgan June 2008 - May 2012
Ernst & Young August 2006 - June 2008
Education
Texas A&M University 2005 — 2006
Master of Science (MS), Finance, General
Texas A&M University 2001 — 2005
Bachelor of Science (BS), Accounting
Brittany Hammonds's J.P. Morgan Experience December 2010 - May 2012
Job Experienced Mortgage Professional Seeking Positions In Houston,Tx
Industry Financial Services
Experience
Caliber Home Loans April 2013 - Present
Citi December 2012 - April 2013
J.P. Morgan December 2010 - May 2012
Skills
Loan Servicing, Customer Engagement, Loan Modifications, Government Loans, FHA, VA loans, Fiserv, Collections, Team Leadership, Automotive, Retail Banking, Data Recovery, Call Centers, VA Loans, Banking, Customer Service, Sales, Loss Mitigation, Finance, Credit, Mortgage Banking, Loan Origination, Mortgage Lending, Residential Mortgages, Mortgage Servicing, Management, Loans
Education
Texas Southern University 2007 — 2009
Communication and Media Studies
Caliber Home Loans April 2013 - Present
Citi December 2012 - April 2013
J.P. Morgan December 2010 - May 2012
Skills
Loan Servicing, Customer Engagement, Loan Modifications, Government Loans, FHA, VA loans, Fiserv, Collections, Team Leadership, Automotive, Retail Banking, Data Recovery, Call Centers, VA Loans, Banking, Customer Service, Sales, Loss Mitigation, Finance, Credit, Mortgage Banking, Loan Origination, Mortgage Lending, Residential Mortgages, Mortgage Servicing, Management, Loans
Education
Texas Southern University 2007 — 2009
Communication and Media Studies
Anne Pennebaker Anne Pennebaker's J.P. Morgan Experience November 2010 - Present
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2010 - Present
Mitsubishi UFJ Securities June 2010 - August 2010
Cardiovascular Research Foundation May 2010 - June 2010
Cook Children's Health Care System May 2008 - April 2010
Education
Texas Christian University 2006 — 2010
Bachelor of Science, Biology, Chemistry, Psychology
J.P. Morgan November 2010 - Present
Mitsubishi UFJ Securities June 2010 - August 2010
Cardiovascular Research Foundation May 2010 - June 2010
Cook Children's Health Care System May 2008 - April 2010
Education
Texas Christian University 2006 — 2010
Bachelor of Science, Biology, Chemistry, Psychology
David Brewton's J.P. Morgan Experience June 2007 - December 2009
Job Management Associate Program at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2014 - Present
Chase January 2012 - August 2014
Chase January 2010 - December 2011
J.P. Morgan June 2007 - December 2009
Education
Texas Tech University - Rawls College of Business 2003 — 2007
BBA, Finance and Economics
JPMorgan Chase September 2014 - Present
Chase January 2012 - August 2014
Chase January 2010 - December 2011
J.P. Morgan June 2007 - December 2009
Education
Texas Tech University - Rawls College of Business 2003 — 2007
BBA, Finance and Economics
Ashley Animashaun Ashley Animashaun's J.P. Morgan Experience January 2015 - January 2015
Job Student
Industry Financial Services
Experience
Texas A&M University-Corpus Christi: Recreational Sports October 2013 - Present
Fidelity Investments June 2015 - August 2015
J.P. Morgan January 2015 - January 2015
Texas A&M University-Corpus Christi: Recreational Sports October 2013 - October 2014
The Home Depot February 2014 - May 2014
The Home Depot July 2013 - August 2013
Texas A&M University-Corpus Christi September 2012 - December 2012
Skills
Problem Solving, Close Attention to..., Cascade Server, Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Publisher, Income Statement, Balance Sheet, Illustrator, Photoshop, Entrepreneurship, MovieMaker, Social Networking, Event Planning, Research, Team Leadership, Organization, Writing, Time Management, Public Speaking, Customer Service, Leadership, Microsoft Office
Education
Texas A&M University-Corpus Christi 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, and Management, 3.96
Texas A&M University-Corpus Christi: Recreational Sports October 2013 - Present
Fidelity Investments June 2015 - August 2015
J.P. Morgan January 2015 - January 2015
Texas A&M University-Corpus Christi: Recreational Sports October 2013 - October 2014
The Home Depot February 2014 - May 2014
The Home Depot July 2013 - August 2013
Texas A&M University-Corpus Christi September 2012 - December 2012
Skills
Problem Solving, Close Attention to..., Cascade Server, Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Publisher, Income Statement, Balance Sheet, Illustrator, Photoshop, Entrepreneurship, MovieMaker, Social Networking, Event Planning, Research, Team Leadership, Organization, Writing, Time Management, Public Speaking, Customer Service, Leadership, Microsoft Office
Education
Texas A&M University-Corpus Christi 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, and Management, 3.96
Allison Sterling Allison Sterling's J.P. Morgan Experience May 2013 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
J.P. Morgan 2014 - 2014
J.P. Morgan 2014 - 2014
Alpha Chi Omega - Iota Lambda December 2011 - December 2012
Prudential Mortgage Capital Company June 2012 - August 2012
Colonial Country Club April 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Microsoft Office, Accounting, Teamwork, Outlook, Financial Analysis, Time Management, Social Media, Financial Modeling, Research, Data Analysis, Academic Achievement, Team Leadership, Public Speaking
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Ursuline Academy of Dallas 2006 — 2010
J.P. Morgan May 2013 - Present
J.P. Morgan 2014 - 2014
J.P. Morgan 2014 - 2014
Alpha Chi Omega - Iota Lambda December 2011 - December 2012
Prudential Mortgage Capital Company June 2012 - August 2012
Colonial Country Club April 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Microsoft Office, Accounting, Teamwork, Outlook, Financial Analysis, Time Management, Social Media, Financial Modeling, Research, Data Analysis, Academic Achievement, Team Leadership, Public Speaking
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Ursuline Academy of Dallas 2006 — 2010
Grushenka Avendano Grushenka Avendano's J.P. Morgan Experience June 2015 - Present
Job Associate at J.P. Morgan
Industry Internet
Experience
J.P. Morgan June 2015 - Present
Amazon June 2012 - June 2015
CPT, US Army September 1998 - January 2012
Skills
Operations Management, Cross-functional Team..., Leadership, Team Leadership, Team Building, Logistics, Performance Metrics, Strategic Planning, Leadership Development, Process Improvement, Inventory Management, Training, Management, Analysis
Education
Texas A &M University - Central Texas 2003 — 2005
Master of Business Administration (MBA)
J.P. Morgan June 2015 - Present
Amazon June 2012 - June 2015
CPT, US Army September 1998 - January 2012
Skills
Operations Management, Cross-functional Team..., Leadership, Team Leadership, Team Building, Logistics, Performance Metrics, Strategic Planning, Leadership Development, Process Improvement, Inventory Management, Training, Management, Analysis
Education
Texas A &M University - Central Texas 2003 — 2005
Master of Business Administration (MBA)
Marcella Hagger Marcella Hagger's J.P. Morgan Experience June 2008 - August 2010
Job Law Student
Industry Financial Services
Experience
Nationstar Mortgage April 2012 - January 2014
Wells Fargo September 2010 - March 2012
J.P. Morgan June 2008 - August 2010
Skills
Banking, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Research, Public Speaking, Leadership, Sales, Loans, Finance
Education
Texas Southern University—Thurgood Marshall School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Houston
Bachelor's Degree, Political Science and Government/ Global Business
Nationstar Mortgage April 2012 - January 2014
Wells Fargo September 2010 - March 2012
J.P. Morgan June 2008 - August 2010
Skills
Banking, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Research, Public Speaking, Leadership, Sales, Loans, Finance
Education
Texas Southern University—Thurgood Marshall School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Houston
Bachelor's Degree, Political Science and Government/ Global Business
Amy Buehler Amy Buehler's J.P. Morgan Experience June 2013 - August 2014
Job Manager, Business Development at Sapient Global Markets
Industry Human Resources
Experience
Sapient Global Markets September 2015 - Present
Sapient Global Markets September 2014 - Present
J.P. Morgan June 2013 - August 2014
Nesco Resource February 2013 - June 2013
Ernst & Young March 2007 - December 2007
BKD CPAs & Advisors February 2006 - February 2007
Strategic Network Consulting December 2001 - February 2003
Enron Energy Services April 2000 - December 2001
EDMS 1998 - 1998
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Employee Relations, New Hire Orientations, Executive Search, Interviews, Temporary Placement, Contract Recruitment, HRIS, Technical Recruiting, Onboarding, Benefits Negotiation, Talent Management, Training, Management, Screening Resumes, Business Development, Sourcing, Internet Recruiting, College Recruiting
Education
Texas A&M University 1991 — 1995
BS, Journalism
Sapient Global Markets September 2015 - Present
Sapient Global Markets September 2014 - Present
J.P. Morgan June 2013 - August 2014
Nesco Resource February 2013 - June 2013
Ernst & Young March 2007 - December 2007
BKD CPAs & Advisors February 2006 - February 2007
Strategic Network Consulting December 2001 - February 2003
Enron Energy Services April 2000 - December 2001
EDMS 1998 - 1998
Skills
Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Employee Relations, New Hire Orientations, Executive Search, Interviews, Temporary Placement, Contract Recruitment, HRIS, Technical Recruiting, Onboarding, Benefits Negotiation, Talent Management, Training, Management, Screening Resumes, Business Development, Sourcing, Internet Recruiting, College Recruiting
Education
Texas A&M University 1991 — 1995
BS, Journalism
Adam McCord Adam McCord's J.P. Morgan Experience September 2013 - Present
Job Private Bank Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
NiSource June 2012 - September 2012
Spectra Energy May 2011 - August 2011
Panhandle Energy May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Commodity Markets, Gas Pipelines, Optimization, Investment Portfolio, Credit Analysis, SCADA, Bloomberg, Forecasting, Oil & Gas Industry, Oracle Applications, Natural Gas Marketing, Global Wealth Management
Education
Texas A&M University - Mays Business School 2009 — 2013
Bachelors of Business Administration, Finance
J.P. Morgan September 2013 - Present
NiSource June 2012 - September 2012
Spectra Energy May 2011 - August 2011
Panhandle Energy May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Commodity Markets, Gas Pipelines, Optimization, Investment Portfolio, Credit Analysis, SCADA, Bloomberg, Forecasting, Oil & Gas Industry, Oracle Applications, Natural Gas Marketing, Global Wealth Management
Education
Texas A&M University - Mays Business School 2009 — 2013
Bachelors of Business Administration, Finance
Sam Rouse Sam Rouse's J.P. Morgan Experience August 2015 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
UPS Supply Chain Solutions July 2014 - August 2015
Celanese May 2013 - August 2013
Footaction, USA January 2013 - August 2013
Germantown Psychological Associates June 2010 - January 2013
Skills
Supply Chain Management, Logistics, Supply Chain, Logistics Management, Supply Management, Procurement, Transportation, PowerPoint, Microsoft Word, Microsoft Excel, SAP
Education
Texas Christian University 2010 — 2014
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
J.P. Morgan August 2015 - Present
UPS Supply Chain Solutions July 2014 - August 2015
Celanese May 2013 - August 2013
Footaction, USA January 2013 - August 2013
Germantown Psychological Associates June 2010 - January 2013
Skills
Supply Chain Management, Logistics, Supply Chain, Logistics Management, Supply Management, Procurement, Transportation, PowerPoint, Microsoft Word, Microsoft Excel, SAP
Education
Texas Christian University 2010 — 2014
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
Austin Lotito Austin Lotito's J.P. Morgan Experience June 2014 - Present
Job J.P. Morgan Real Estate Banking
Industry Commercial Real Estate
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - June 2014
J.P. Morgan June 2012 - August 2012
Cushman & Wakefield November 2010 - July 2011
RXR Realty May 2008 - August 2008
Skills
Valuation, Real Estate Economics, Real Estate, Commercial Real Estate, Financial Modeling, Banking, Due Diligence, Finance, Financial Analysis, Investments, Real Estate Development, Appraisals
Education
Texas A&M University - Mays Business School 2011 — 2012
Masters of Real Estate, Finance
University of Tampa - John H. Sykes College of Business 2006 — 2010
Bachelor of Science, Finance
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - June 2014
J.P. Morgan June 2012 - August 2012
Cushman & Wakefield November 2010 - July 2011
RXR Realty May 2008 - August 2008
Skills
Valuation, Real Estate Economics, Real Estate, Commercial Real Estate, Financial Modeling, Banking, Due Diligence, Finance, Financial Analysis, Investments, Real Estate Development, Appraisals
Education
Texas A&M University - Mays Business School 2011 — 2012
Masters of Real Estate, Finance
University of Tampa - John H. Sykes College of Business 2006 — 2010
Bachelor of Science, Finance
Connor Lynch Connor Lynch's J.P. Morgan Experience December 2014 - Present
Job Hedge Fund Administration
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
Doraine Wealth Management Group May 2012 - May 2014
KFP Nest Egg LLC September 2010 - May 2012
Skills
Managerial Finance, Microsoft Excel, Bloomberg Terminal, Data Analysis, Leadership, Teamwork, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Financial Analysis, Analysis, Research, Customer Service
Education
Texas A&M University-Corpus Christi 2009 — 2014
BBA, Finance, Economics, cum laude
J.P. Morgan December 2014 - Present
Doraine Wealth Management Group May 2012 - May 2014
KFP Nest Egg LLC September 2010 - May 2012
Skills
Managerial Finance, Microsoft Excel, Bloomberg Terminal, Data Analysis, Leadership, Teamwork, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Financial Analysis, Analysis, Research, Customer Service
Education
Texas A&M University-Corpus Christi 2009 — 2014
BBA, Finance, Economics, cum laude
Vernon Pape Vernon Pape's J.P. Morgan Experience April 2014 - January 2015
Job Private Equity & Real Estate Fund Specialist at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan April 2014 - January 2015
Rawls College of Business at Texas Tech University January 2013 - May 2013
The Home Depot March 2008 - December 2008
Watson Truck & Supply June 2008 - August 2008
US Army May 2006 - March 2007
Honeywell July 2004 - September 2004
Watson Truck & Supply September 2003 - April 2004
Skills
Finance, Time Management, Data Analysis, Equities, Investments, Teamwork, Equity Research Analysis, PowerPoint, Microsoft Word, Bloomberg Terminal, Equity Valuation, Financial Statement..., Strategy, Bloomberg, Microsoft Excel, Customer Service, Microsoft Office, Team Leadership, Social Media, Leadership, Management, Training
Education
Texas Tech University 2009 — 2013
Bachelor of Business Administration (BBA), Finance- Investment Emphasis, Cumulative GPA: 3.62; Major GPA: 3.8
J.P. Morgan April 2014 - January 2015
Rawls College of Business at Texas Tech University January 2013 - May 2013
The Home Depot March 2008 - December 2008
Watson Truck & Supply June 2008 - August 2008
US Army May 2006 - March 2007
Honeywell July 2004 - September 2004
Watson Truck & Supply September 2003 - April 2004
Skills
Finance, Time Management, Data Analysis, Equities, Investments, Teamwork, Equity Research Analysis, PowerPoint, Microsoft Word, Bloomberg Terminal, Equity Valuation, Financial Statement..., Strategy, Bloomberg, Microsoft Excel, Customer Service, Microsoft Office, Team Leadership, Social Media, Leadership, Management, Training
Education
Texas Tech University 2009 — 2013
Bachelor of Business Administration (BBA), Finance- Investment Emphasis, Cumulative GPA: 3.62; Major GPA: 3.8
Austin Gray's J.P. Morgan Experience July 2014 - Present
Job Private Bank Analyst at JP Morgan
Industry Banking
Experience
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan July 2014 - Present
Wall Street Prep April 2014 - April 2014
University of Texas Baseball June 2013 - August 2013
Men of God Christian Fraternity January 2012 - May 2012
Skills
Customer Service, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Budgets, Microsoft Word, Teamwork, Time Management, Outlook, Strategic Planning, Sports, Critical Thinking, Social Media, Facebook, Team Building, Public Relations, Team Leadership, Coaching, Marketing, Event Management, Leadership Development, Investments
Education
CFA Level II Candidate
University of North Texas 2012 — 2013
BBA, Finance, Magna Cum Laude
Texas Tech University 2010 — 2012
BBA, Finance
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan July 2014 - Present
Wall Street Prep April 2014 - April 2014
University of Texas Baseball June 2013 - August 2013
Men of God Christian Fraternity January 2012 - May 2012
Skills
Customer Service, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Budgets, Microsoft Word, Teamwork, Time Management, Outlook, Strategic Planning, Sports, Critical Thinking, Social Media, Facebook, Team Building, Public Relations, Team Leadership, Coaching, Marketing, Event Management, Leadership Development, Investments
Education
CFA Level II Candidate
University of North Texas 2012 — 2013
BBA, Finance, Magna Cum Laude
Texas Tech University 2010 — 2012
BBA, Finance
Omar D. Lopez Omar D. Lopez's J.P. Morgan Experience 2010 - 2011
Job Associate Director at Holiday Fenoglio Fowler
Industry Commercial Real Estate
Hank Biddle Hank Biddle's J.P. Morgan Experience September 2012 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
Morgan Keegan May 2011 - June 2011
Rep. Dan Branch’s Office August 2007 - December 2007
Skills
Portfolio Management, Options, Commodity, Analysis, Bonds, Management, Equities, Series 7, Fixed Income, Alternative Investments, Corporate Finance, Series 63
Education
Texas Tech University - Rawls College of Business 2008 — 2012
Bachelor of Business Administration, Finance – Investment Emphasis and Business Economics
Highland Park High School 2004 — 2008
J.P. Morgan September 2012 - Present
Morgan Keegan May 2011 - June 2011
Rep. Dan Branch’s Office August 2007 - December 2007
Skills
Portfolio Management, Options, Commodity, Analysis, Bonds, Management, Equities, Series 7, Fixed Income, Alternative Investments, Corporate Finance, Series 63
Education
Texas Tech University - Rawls College of Business 2008 — 2012
Bachelor of Business Administration, Finance – Investment Emphasis and Business Economics
Highland Park High School 2004 — 2008
Charles Freeman Charles Freeman's J.P. Morgan Experience July 2013 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan October 2011 - August 2014
J.P. Morgan July 2012 - July 2013
GE May 2011 - August 2011
GE May 2010 - August 2010
Nokia Siemens Networks May 2009 - August 2009
Skills
Leadership, Financial Analysis, Financial Modeling, Microsoft Excel, SAP, PowerPoint, Project Management, General Ledger, Microsoft Office, Financial Advisory, Access, Derivatives, Collateral, Business Objects, Process Flow, Root Cause Analysis, System Migration, Balance Sheet Review, Reconciling Reports, G/L Reconciliations, Excel, Financial Markets, Portfolio Management, Auditing, Program Management, Customer Service
Education
Texas A&M University-Commerce 2015 — 2016
Master's Degree, Finance
The University of Texas at Arlington 2008 — 2011
Bachelor of Arts
J.P. Morgan July 2013 - Present
J.P. Morgan October 2011 - August 2014
J.P. Morgan July 2012 - July 2013
GE May 2011 - August 2011
GE May 2010 - August 2010
Nokia Siemens Networks May 2009 - August 2009
Skills
Leadership, Financial Analysis, Financial Modeling, Microsoft Excel, SAP, PowerPoint, Project Management, General Ledger, Microsoft Office, Financial Advisory, Access, Derivatives, Collateral, Business Objects, Process Flow, Root Cause Analysis, System Migration, Balance Sheet Review, Reconciling Reports, G/L Reconciliations, Excel, Financial Markets, Portfolio Management, Auditing, Program Management, Customer Service
Education
Texas A&M University-Commerce 2015 — 2016
Master's Degree, Finance
The University of Texas at Arlington 2008 — 2011
Bachelor of Arts
Ryan Horning, CPA Ryan Horning, CPA's J.P. Morgan Experience June 2012 - Present
Job Risk and Control Analyst at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan June 2012 - Present
Texas Pacific Group August 2011 - April 2012
Vantium Capital Inc September 2010 - August 2011
Vantium Capital Inc April 2009 - September 2010
KPMG Advisory July 2008 - March 2009
Deloitte & Touche January 2007 - March 2007
Skills
Financial Reporting, Accounting, Account Reconciliation, Auditing, Accounts Payable, Analysis, Internal Audit, General Ledger, Internal Controls, Process Improvement, Financial Statements, Journal Entries
Education
Texas A&M University - Mays Business School 2006 — 2008
MS, Accounting
Texas A&M University - Mays Business School 2004 — 2008
BBA, Accounting
J.P. Morgan June 2012 - Present
Texas Pacific Group August 2011 - April 2012
Vantium Capital Inc September 2010 - August 2011
Vantium Capital Inc April 2009 - September 2010
KPMG Advisory July 2008 - March 2009
Deloitte & Touche January 2007 - March 2007
Skills
Financial Reporting, Accounting, Account Reconciliation, Auditing, Accounts Payable, Analysis, Internal Audit, General Ledger, Internal Controls, Process Improvement, Financial Statements, Journal Entries
Education
Texas A&M University - Mays Business School 2006 — 2008
MS, Accounting
Texas A&M University - Mays Business School 2004 — 2008
BBA, Accounting
Aaron Henslin's J.P. Morgan Experience May 2013 - August 2013
Job Analyst Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
J.P. Morgan May 2013 - August 2013
C-FAR Farms May 2009 - August 2012
Skills
Portfolio Management, Banking, Financial Analysis, Risk Management, Microsoft Excel, Accounting, Financial Markets, Financial Reporting, Financial Modeling, Credit, Teamwork
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Bank of America Merrill Lynch July 2014 - Present
J.P. Morgan May 2013 - August 2013
C-FAR Farms May 2009 - August 2012
Skills
Portfolio Management, Banking, Financial Analysis, Risk Management, Microsoft Excel, Accounting, Financial Markets, Financial Reporting, Financial Modeling, Credit, Teamwork
Education
Texas A&M University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Don Denton Don Denton's J.P. Morgan Experience 2011 - 2014
Job BI ArchitectCognos / Data Analyst
Industry Investment Banking
Experience
J.P. Morgan 2011 - 2014
Frontier Communications 2010 - 2011
Javelin / Omnicom 2008 - 2010
Broadlane 2007 - 2008
Selkirk LLC 2004 - 2007
Southwest Airlines 2000 - 2003
Skills
OLAP, Business Intelligence, Cognos, Essbase, Data Warehousing, Dashboard, Data Modeling, Business Objects, ETL, Analytics, Business Analysis, Data Warehouse..., Data Integration, SSIS, Oracle, Visio, Business Intelligence..., SDLC, Data Mining, Dimensional Modeling, Database Design, Business Analytics, T-SQL, IT Management, Financial Reporting, Econometrics, Regression Analysis, Requirements Gathering, Project Management, Process Improvement, Analysis, Cross-functional Team..., SQL, Database Administration, Software Project..., Microsoft SQL Server, Business Process..., Financial Analysis
Education
Texas Christian University - M.J. Neeley School of Business 1991 — 1993
MBA, Finance
Texas Christian University 1989 — 1991
BS, Economics
The University of Texas at Austin 1985 — 1988
Mechanical Engineering
J.P. Morgan 2011 - 2014
Frontier Communications 2010 - 2011
Javelin / Omnicom 2008 - 2010
Broadlane 2007 - 2008
Selkirk LLC 2004 - 2007
Southwest Airlines 2000 - 2003
Skills
OLAP, Business Intelligence, Cognos, Essbase, Data Warehousing, Dashboard, Data Modeling, Business Objects, ETL, Analytics, Business Analysis, Data Warehouse..., Data Integration, SSIS, Oracle, Visio, Business Intelligence..., SDLC, Data Mining, Dimensional Modeling, Database Design, Business Analytics, T-SQL, IT Management, Financial Reporting, Econometrics, Regression Analysis, Requirements Gathering, Project Management, Process Improvement, Analysis, Cross-functional Team..., SQL, Database Administration, Software Project..., Microsoft SQL Server, Business Process..., Financial Analysis
Education
Texas Christian University - M.J. Neeley School of Business 1991 — 1993
MBA, Finance
Texas Christian University 1989 — 1991
BS, Economics
The University of Texas at Austin 1985 — 1988
Mechanical Engineering
Bryce Hy's J.P. Morgan Experience January 2015 - Present
Job Associate
Industry Real Estate
Experience
J.P. Morgan January 2015 - Present
JPMorgan Chase December 2011 - January 2015
Wolverine Interests / Frisco Square Development May 2011 - August 2011
Ascendant Solutions May 2011 - August 2011
Nuclear Engineering Department June 2010 - May 2011
Birdville Independent School District January 2009 - January 2010
Claffey Pools March 2006 - August 2008
Cary Hy Custom Homes January 2005 - May 2007
Birdville Independent School District June 2005 - July 2005
Skills
Financial Modeling, Analysis, Finance, Management, Microsoft Excel, Portfolio Management, Real Estate, Real Estate Development, Market Research
Education
Texas A&M University - Mays Business School 2010 — 2011
Masters, Real Estate
Texas A&M University - Mays Business School 2007 — 2010
Bachelor, Business Administration; Finance
J.P. Morgan January 2015 - Present
JPMorgan Chase December 2011 - January 2015
Wolverine Interests / Frisco Square Development May 2011 - August 2011
Ascendant Solutions May 2011 - August 2011
Nuclear Engineering Department June 2010 - May 2011
Birdville Independent School District January 2009 - January 2010
Claffey Pools March 2006 - August 2008
Cary Hy Custom Homes January 2005 - May 2007
Birdville Independent School District June 2005 - July 2005
Skills
Financial Modeling, Analysis, Finance, Management, Microsoft Excel, Portfolio Management, Real Estate, Real Estate Development, Market Research
Education
Texas A&M University - Mays Business School 2010 — 2011
Masters, Real Estate
Texas A&M University - Mays Business School 2007 — 2010
Bachelor, Business Administration; Finance
Susan Ohman, CTFA's J.P. Morgan Experience June 2011 - Present
Job Executive Director at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan June 2011 - Present
J.P. Morgan April 2010 - June 2011
J.P. Morgan April 1997 - April 2010
J.P. Morgan December 1994 - April 1997
Bank of America May 1987 - December 1994
Skills
Management, Leadership, Risk Management, Strategic Planning, Financial Analysis, Change Management, Problem Solving, Client Services, Global Custody, Private Banking, Trust Management, Internal Audit, CTFA, Microsoft Excel, Project Management, Microsoft Office
Education
Texas Christian University 1983 — 1987
Bachelor's Degree, Finance, General
University of Virginia Darden School of Business
Bank One Executive Development Program
University of Wisconsin-Madison
Bank Administration Institute - Graduate School of Banking
Westfield High School
J.P. Morgan June 2011 - Present
J.P. Morgan April 2010 - June 2011
J.P. Morgan April 1997 - April 2010
J.P. Morgan December 1994 - April 1997
Bank of America May 1987 - December 1994
Skills
Management, Leadership, Risk Management, Strategic Planning, Financial Analysis, Change Management, Problem Solving, Client Services, Global Custody, Private Banking, Trust Management, Internal Audit, CTFA, Microsoft Excel, Project Management, Microsoft Office
Education
Texas Christian University 1983 — 1987
Bachelor's Degree, Finance, General
University of Virginia Darden School of Business
Bank One Executive Development Program
University of Wisconsin-Madison
Bank Administration Institute - Graduate School of Banking
Westfield High School
John E. Pesano's J.P. Morgan Experience March 2010 - February 2014
Job President at Ridgegate Investment Management
Industry Investment Management
Experience
Ridgegate Investment Management October 2014 - Present
MACRO Wealth Advisors, Inc. February 2014 - October 2014
J.P. Morgan March 2010 - February 2014
J.P. Morgan November 2012 - December 2013
J.P. Morgan May 2011 - December 2013
J.P. Morgan May 2011 - December 2013
Love For Kids July 2007 - December 2013
Bernstein Global Wealth Management February 2007 - January 2010
Skills
Investment Management, Wealth Management, Asset Management, Strategy, Investments, Management, Financial Analysis, Strategic Planning, Asset Allocation, Mergers & Acquisitions, Portfolio Management, Due Diligence, Leadership, Financial Modeling
Education
Texas Tech University 1988 — 1994
B.B.A.
Ridgegate Investment Management October 2014 - Present
MACRO Wealth Advisors, Inc. February 2014 - October 2014
J.P. Morgan March 2010 - February 2014
J.P. Morgan November 2012 - December 2013
J.P. Morgan May 2011 - December 2013
J.P. Morgan May 2011 - December 2013
Love For Kids July 2007 - December 2013
Bernstein Global Wealth Management February 2007 - January 2010
Skills
Investment Management, Wealth Management, Asset Management, Strategy, Investments, Management, Financial Analysis, Strategic Planning, Asset Allocation, Mergers & Acquisitions, Portfolio Management, Due Diligence, Leadership, Financial Modeling
Education
Texas Tech University 1988 — 1994
B.B.A.
Frutoso Robles's J.P. Morgan Experience January 2009 - Present
Job Manager at J.P. Morgan Chase
Industry Banking
Experience
J.P. Morgan January 2009 - Present
Education
Texas A&M University-Commerce 2007 — 2011
J.P. Morgan January 2009 - Present
Education
Texas A&M University-Commerce 2007 — 2011
Kalyan Pydipati's J.P. Morgan Experience October 2013 - Present
Job Associate
Industry Information Technology and Services
Experience
J.P. Morgan October 2013 - Present
Accenture Services January 2011 - October 2013
Triplepoint Technology November 2007 - January 2011
Synopsys June 2006 - November 2007
Wipro Technnologies, Hyderabad December 2005 - June 2006
Symphony Services, Pune October 2003 - November 2005
Technology Resource, Texas State University August 2000 - August 2003
Education
Texas State University 2000 — 2003
Masters, Computer Science
Kavikulguru Institute of Technology and Science,Ramtek 1995 — 1999
B.E, Computer Technology
J.P. Morgan October 2013 - Present
Accenture Services January 2011 - October 2013
Triplepoint Technology November 2007 - January 2011
Synopsys June 2006 - November 2007
Wipro Technnologies, Hyderabad December 2005 - June 2006
Symphony Services, Pune October 2003 - November 2005
Technology Resource, Texas State University August 2000 - August 2003
Education
Texas State University 2000 — 2003
Masters, Computer Science
Kavikulguru Institute of Technology and Science,Ramtek 1995 — 1999
B.E, Computer Technology
Michael B. Parks's J.P. Morgan Experience November 2012 - February 2014
Job Mineral Appraiser
Industry Oil & Energy
Experience
Thos. Y. Pickett & Co., Inc. March 2014 - Present
J.P. Morgan November 2012 - February 2014
Thos. Y. Pickett & Co. October 2008 - November 2012
Greene & Associates, Inc. June 2007 - October 2008
CBS Radio May 2006 - June 2007
Education
University of North Texas 1996 — 1999
Bachelor of Science (B.S.)
Texas A&M University
Thos. Y. Pickett & Co., Inc. March 2014 - Present
J.P. Morgan November 2012 - February 2014
Thos. Y. Pickett & Co. October 2008 - November 2012
Greene & Associates, Inc. June 2007 - October 2008
CBS Radio May 2006 - June 2007
Education
University of North Texas 1996 — 1999
Bachelor of Science (B.S.)
Texas A&M University
David Wells's J.P. Morgan Experience August 2008 - August 2010
Job Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs September 2010 - July 2015
J.P. Morgan August 2008 - August 2010
Financial Times 2003 - 2008
Bloomberg LP 1998 - 2003
Skills
Media Relations, Journalism, Investor Relations, Strategic Communications, Management, Corporate Communications, Emerging Markets, Editing, Energy, Internal Communications, Social Media, Crisis Communications, Private Equity, Fixed Income, Public Relations, Equities, Investment Banking, Asset Management, Strategy, Capital Markets
Education
The University of Texas at Austin 1995 — 1997
MA, Latin American Studies
Texas Christian University 1990 — 1994
Political science
Goldman Sachs July 2015 - Present
Goldman Sachs September 2010 - July 2015
J.P. Morgan August 2008 - August 2010
Financial Times 2003 - 2008
Bloomberg LP 1998 - 2003
Skills
Media Relations, Journalism, Investor Relations, Strategic Communications, Management, Corporate Communications, Emerging Markets, Editing, Energy, Internal Communications, Social Media, Crisis Communications, Private Equity, Fixed Income, Public Relations, Equities, Investment Banking, Asset Management, Strategy, Capital Markets
Education
The University of Texas at Austin 1995 — 1997
MA, Latin American Studies
Texas Christian University 1990 — 1994
Political science
DeeDee Griffith's J.P. Morgan Experience July 2012 - Present
Job Senior Associate
Industry Accounting
Experience
J.P. Morgan July 2012 - Present
Rothstein Kass January 2007 - July 2012
Skills
US GAAP
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2009
Masters, Accounting and Information Systems Management
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
Longview
J.P. Morgan July 2012 - Present
Rothstein Kass January 2007 - July 2012
Skills
US GAAP
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2009
Masters, Accounting and Information Systems Management
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
Longview
Cynthia Crites's J.P. Morgan Experience December 2011 - May 2015
Job Senior Vice President, Credit Officer at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank May 2015 - Present
J.P. Morgan December 2011 - May 2015
J.P. Morgan January 2008 - December 2011
JPMorgan Chase November 1997 - December 2007
The Bank of New York July 1995 - November 1997
Bank One, Texas N.A. June 1989 - June 1995
Skills
Loans, Finance, Credit Analysis, Mortgage Lending, Commercial Lending, Mortgage Banking
Education
Texas Christian University - M.J. Neeley School of Business 1978 — 1982
Texas Capital Bank May 2015 - Present
J.P. Morgan December 2011 - May 2015
J.P. Morgan January 2008 - December 2011
JPMorgan Chase November 1997 - December 2007
The Bank of New York July 1995 - November 1997
Bank One, Texas N.A. June 1989 - June 1995
Skills
Loans, Finance, Credit Analysis, Mortgage Lending, Commercial Lending, Mortgage Banking
Education
Texas Christian University - M.J. Neeley School of Business 1978 — 1982
Chuk Ejim, MBA, ITIL's J.P. Morgan Experience May 2006 - July 2007
Job Strategy Management Consultant at Accenture
Industry Management Consulting
Experience
Accenture October 2013 - Present
Deloitte January 2009 - October 2013
J.P. Morgan May 2006 - July 2007
Skills
SDLC, Business Process Design, Risk Management, Corporate Finance, Business Process..., Management Consulting, Project Management, Governance, Business Process..., Financial Services, Six Sigma, Management, ITIL, Data Analysis, IT Strategy, Business Analysis, Consulting, Program Management, Strategic Planning, Strategy
Education
Texas A&M University - Mays Business School
MBA, MIS and Finance
University of Houston
Bachelor of Science (B.Sc.), Computer Science
Accenture October 2013 - Present
Deloitte January 2009 - October 2013
J.P. Morgan May 2006 - July 2007
Skills
SDLC, Business Process Design, Risk Management, Corporate Finance, Business Process..., Management Consulting, Project Management, Governance, Business Process..., Financial Services, Six Sigma, Management, ITIL, Data Analysis, IT Strategy, Business Analysis, Consulting, Program Management, Strategic Planning, Strategy
Education
Texas A&M University - Mays Business School
MBA, MIS and Finance
University of Houston
Bachelor of Science (B.Sc.), Computer Science
Clint Rhodes's J.P. Morgan Experience October 2008 - 2013
Job Lead Engineer at Match.com
Industry Internet
Experience
Match.com October 2013 - Present
J.P. Morgan October 2008 - 2013
Bear Stearns 2006 - October 2008
Centex Homes 2003 - 2006
Verizon 2000 - 2003
Skills
Process Improvement, SDLC, Portfolio Management, Business Analysis, Systems Analysis, Financial Modeling, SharePoint, Software Documentation, Access, Data Analysis, Microsoft SQL Server, Valuation, Analysis, Financial Analysis, Business Intelligence
Education
Texas Tech University 1996 — 1999
West Texas A&M University 1993 — 1996
Match.com October 2013 - Present
J.P. Morgan October 2008 - 2013
Bear Stearns 2006 - October 2008
Centex Homes 2003 - 2006
Verizon 2000 - 2003
Skills
Process Improvement, SDLC, Portfolio Management, Business Analysis, Systems Analysis, Financial Modeling, SharePoint, Software Documentation, Access, Data Analysis, Microsoft SQL Server, Valuation, Analysis, Financial Analysis, Business Intelligence
Education
Texas Tech University 1996 — 1999
West Texas A&M University 1993 — 1996
Brad Rushing's J.P. Morgan Experience November 2010 - October 2013
Job Executive Director JPMorgan Chase
Industry Banking
Experience
Chase Middle Market Treasury Services October 2013 - Present
J.P. Morgan November 2010 - October 2013
Bank of America Merrill Lynch March 1999 - November 2010
Bank of America NA February 1994 - March 1999
Nationsbank 1992 - 1994
Skills
Working Capital..., Treasury Services, Liquidity Management, Sales Management, Operations Management
Education
Texas A&M University 1987 — 1992
Business Administration, Finance
Center High School 1984 — 1987
Chase Middle Market Treasury Services October 2013 - Present
J.P. Morgan November 2010 - October 2013
Bank of America Merrill Lynch March 1999 - November 2010
Bank of America NA February 1994 - March 1999
Nationsbank 1992 - 1994
Skills
Working Capital..., Treasury Services, Liquidity Management, Sales Management, Operations Management
Education
Texas A&M University 1987 — 1992
Business Administration, Finance
Center High School 1984 — 1987
Patrick Scales's J.P. Morgan Experience September 2015 - Present
Job Vice President at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
J.P. Morgan September 2015 - Present
House of Buchanan-Scales March 2012 - March 2014
JP Morgan July 2004 - March 2012
XE Corp - IT Consultants Houston Tx October 2002 - June 2004
Enron January 1997 - December 2001
Halliburton October 1992 - December 1996
Skills
Trading Systems, Commodity Markets, Trading, Investment Banking, Business Analysis, Vendor Management, Program Management, Project Management, IT Strategy, Process Improvement, Change Management, SDLC, Risk Management, Consulting, Testing, Software Development, E-commerce, Requirements Analysis, Derivatives, Integration, Business Intelligence, Disaster Recovery, Endur, Management, Requirements Gathering, Enterprise Architecture
Education
Texas Tech University 1987 — 1992
BS, Mechanical Engineering
James E Taylor HS
J.P. Morgan September 2015 - Present
House of Buchanan-Scales March 2012 - March 2014
JP Morgan July 2004 - March 2012
XE Corp - IT Consultants Houston Tx October 2002 - June 2004
Enron January 1997 - December 2001
Halliburton October 1992 - December 1996
Skills
Trading Systems, Commodity Markets, Trading, Investment Banking, Business Analysis, Vendor Management, Program Management, Project Management, IT Strategy, Process Improvement, Change Management, SDLC, Risk Management, Consulting, Testing, Software Development, E-commerce, Requirements Analysis, Derivatives, Integration, Business Intelligence, Disaster Recovery, Endur, Management, Requirements Gathering, Enterprise Architecture
Education
Texas Tech University 1987 — 1992
BS, Mechanical Engineering
James E Taylor HS
Clayton Cody's J.P. Morgan Experience June 2009 - April 2012
Job Business Analyst at Chevron
Industry Information Technology and Services
Experience
Chevron April 2012 - Present
J.P. Morgan June 2009 - April 2012
Invesco October 2007 - December 2008
AIG American General October 2006 - October 2007
Various Companies 1999 - 2006
Skills
Derivatives, Project Management, Equities, SQL, Financial Modeling, Commodity Markets, Commodity Risk..., Trading, SDLC, Commodity, Business Analysis, Risk Management, Trading Systems, Requirements Gathering, Analysis, Requirements Analysis
Education
Texas A&M University 1994 — 2002
Bachelor of Science, Economics
Chevron April 2012 - Present
J.P. Morgan June 2009 - April 2012
Invesco October 2007 - December 2008
AIG American General October 2006 - October 2007
Various Companies 1999 - 2006
Skills
Derivatives, Project Management, Equities, SQL, Financial Modeling, Commodity Markets, Commodity Risk..., Trading, SDLC, Commodity, Business Analysis, Risk Management, Trading Systems, Requirements Gathering, Analysis, Requirements Analysis
Education
Texas A&M University 1994 — 2002
Bachelor of Science, Economics
Alex Hawkins, CFA's J.P. Morgan Experience September 2010 - August 2012
Job Associate at Rosewood Private Investments
Industry Venture Capital & Private Equity
Experience
Rosewood Private Investments August 2012 - Present
J.P. Morgan September 2010 - August 2012
APQC October 2009 - August 2010
APQC June 2008 - August 2010
Skills
Valuation, Economics, Market Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Alternative Investments, Financial Reporting, Due Diligence, Business Development, Business Valuation, Forecasting, Process Improvement, Mergers, Budgets, Finance, Derivatives, Analysis, Strategic Financial..., Market Research, Private Equity, Portfolio Management, Financial Statement..., Statistics, Mergers & Acquisitions, Management, Investments
Education
Texas A&M University - Mays Business School 2004 — 2008
BBA Finance, Economics Minor
Rosewood Private Investments August 2012 - Present
J.P. Morgan September 2010 - August 2012
APQC October 2009 - August 2010
APQC June 2008 - August 2010
Skills
Valuation, Economics, Market Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Alternative Investments, Financial Reporting, Due Diligence, Business Development, Business Valuation, Forecasting, Process Improvement, Mergers, Budgets, Finance, Derivatives, Analysis, Strategic Financial..., Market Research, Private Equity, Portfolio Management, Financial Statement..., Statistics, Mergers & Acquisitions, Management, Investments
Education
Texas A&M University - Mays Business School 2004 — 2008
BBA Finance, Economics Minor
Drew Donosky's J.P. Morgan Experience April 2013 - August 2014
Job Billing Manager at Optimal Blue
Industry Financial Services
Experience
Optimal Blue September 2014 - Present
J.P. Morgan April 2013 - August 2014
J.P. Morgan July 2011 - April 2013
J.P. Morgan April 2010 - July 2011
J.P. Morgan November 2007 - April 2010
Bank of New York Mellon July 2006 - November 2007
Skills
Financial Analysis, Process Improvement, Financial Reporting, Risk Management, Process Optimization, Forecasting, Microsoft Excel, Finance, Analysis, Excel, Lean Operations, Lean Tools, Six Sigma, KPI implementation, Sarbanes-Oxley, Problem Solving, Change Management, Opera, Business Process Design, Talent Management, Executive Presentations, Six Thinking Hats, Metric Development, Microsoft Office, Microsoft SQL Server, Client Billing, Billing Services, Billing Solutions, Creative Problem Solving, Global Operations, Financial Modeling, Financial Services, Management, Business Analysis
Education
Texas Tech University - Rawls College of Business 2002 — 2006
Bachelors of Business Adminstration
Optimal Blue September 2014 - Present
J.P. Morgan April 2013 - August 2014
J.P. Morgan July 2011 - April 2013
J.P. Morgan April 2010 - July 2011
J.P. Morgan November 2007 - April 2010
Bank of New York Mellon July 2006 - November 2007
Skills
Financial Analysis, Process Improvement, Financial Reporting, Risk Management, Process Optimization, Forecasting, Microsoft Excel, Finance, Analysis, Excel, Lean Operations, Lean Tools, Six Sigma, KPI implementation, Sarbanes-Oxley, Problem Solving, Change Management, Opera, Business Process Design, Talent Management, Executive Presentations, Six Thinking Hats, Metric Development, Microsoft Office, Microsoft SQL Server, Client Billing, Billing Services, Billing Solutions, Creative Problem Solving, Global Operations, Financial Modeling, Financial Services, Management, Business Analysis
Education
Texas Tech University - Rawls College of Business 2002 — 2006
Bachelors of Business Adminstration
Chai Chevanintakul's J.P. Morgan Experience January 2011 - February 2012
Job Sr. Enterprise Integration Solution Architect
Industry Information Technology and Services
Experience
Randstad Technologies US May 2015 - Present
IBM April 2014 - August 2015
Tata Consultancy Services February 2012 - April 2014
J.P. Morgan January 2011 - February 2012
Arbonne January 2006 - January 2011
Sysco January 2002 - February 2006
IBM January 2000 - January 2001
BMC Software January 1991 - January 2000
Skills
SOA, ESB, WebSphere MQ, Middleware, JMS, Enterprise Software, WebSphere Application..., Software Development, Oracle SOA Suite, Enterprise Architecture, EAI, SDLC, IBM PureApp Systems
Education
University of Houston, C.T. Bauer College of Business 1982 — 1984
Master of Business Administration (MBA), Management Information Systems, General
Texas A&M University 1972 — 1976
Bachelor's degree, Accounting and Computer Science
Randstad Technologies US May 2015 - Present
IBM April 2014 - August 2015
Tata Consultancy Services February 2012 - April 2014
J.P. Morgan January 2011 - February 2012
Arbonne January 2006 - January 2011
Sysco January 2002 - February 2006
IBM January 2000 - January 2001
BMC Software January 1991 - January 2000
Skills
SOA, ESB, WebSphere MQ, Middleware, JMS, Enterprise Software, WebSphere Application..., Software Development, Oracle SOA Suite, Enterprise Architecture, EAI, SDLC, IBM PureApp Systems
Education
University of Houston, C.T. Bauer College of Business 1982 — 1984
Master of Business Administration (MBA), Management Information Systems, General
Texas A&M University 1972 — 1976
Bachelor's degree, Accounting and Computer Science
Colin Mcconnell's J.P. Morgan Experience August 2013 - Present
Job Associate at JP Morgan
Industry Investment Management
Experience
J.P. Morgan August 2013 - Present
Satori Capital June 2009 - August 2013
Victory Partners, LLC April 2008 - May 2009
Joe W. Fly Co., Inc. May 2005 - June 2007
Concussion Interactive July 2004 - May 2005
Skills
Financial Planners, Investments, Valuation, Portfolio Management, Financial Modeling, Business Development, Mergers & Acquisitions, Marketing, Corporate Finance, Finance, Management, Private Equity, Financial Analysis, Investor Relations, Equities, Venture Capital, Investment Banking, Corporate Development, Due Diligence, Start-ups
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Corporate Finance
The University of Texas at Austin 2000 — 2004
BA, Political Science & Business
J.P. Morgan August 2013 - Present
Satori Capital June 2009 - August 2013
Victory Partners, LLC April 2008 - May 2009
Joe W. Fly Co., Inc. May 2005 - June 2007
Concussion Interactive July 2004 - May 2005
Skills
Financial Planners, Investments, Valuation, Portfolio Management, Financial Modeling, Business Development, Mergers & Acquisitions, Marketing, Corporate Finance, Finance, Management, Private Equity, Financial Analysis, Investor Relations, Equities, Venture Capital, Investment Banking, Corporate Development, Due Diligence, Start-ups
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2009
MBA, Corporate Finance
The University of Texas at Austin 2000 — 2004
BA, Political Science & Business
Paul Kuo's J.P. Morgan Experience November 2004 - July 2009
Job Managing Partner at Red Bridge Energy
Industry Investment Management
Experience
Red Bridge Energy November 2013 - Present
Proforma May 2013 - Present
Assessment Technologies LTD July 2012 - Present
Merrill Lynch July 2009 - December 2010
J.P. Morgan November 2004 - July 2009
Raymond James Financial Inc. 2002 - 2004
Merrill Lynch 2000 - 2001
USAA 1998 - 2000
Merrill Lynch 1992 - 1998
Skills
Corporate Strategy..., Marketing Strategy, New Business Development, Sales, Corporate Sales..., Certified Financial..., Investment Strategies, Hedge Funds, Private Equity, Private Banking, Alternative Investments, Real Estate, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Finance, Wealth Management, Financial Services, Due Diligence, Insurance, Estate Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, Business Administration
Texas A&M University 1987 — 1991
Bachelor of Arts (BA), Chemistry
Red Bridge Energy November 2013 - Present
Proforma May 2013 - Present
Assessment Technologies LTD July 2012 - Present
Merrill Lynch July 2009 - December 2010
J.P. Morgan November 2004 - July 2009
Raymond James Financial Inc. 2002 - 2004
Merrill Lynch 2000 - 2001
USAA 1998 - 2000
Merrill Lynch 1992 - 1998
Skills
Corporate Strategy..., Marketing Strategy, New Business Development, Sales, Corporate Sales..., Certified Financial..., Investment Strategies, Hedge Funds, Private Equity, Private Banking, Alternative Investments, Real Estate, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Finance, Wealth Management, Financial Services, Due Diligence, Insurance, Estate Planning
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2000
MBA, Business Administration
Texas A&M University 1987 — 1991
Bachelor of Arts (BA), Chemistry
Brett Benes's J.P. Morgan Experience 2011 - Present
Job Senior Associate at JPMorgan
Industry Information Technology and Services
Experience
J.P. Morgan 2011 - Present
JPMorgan June 2007 - May 2011
Cypress Telecommunications 2006 - 2007
JPMorgan September 2005 - June 2006
Software Performance, Inc. June 2004 - September 2005
Education
Texas A&M University 1999 — 2003
Computer Science, Engineering
Texas A&M University 1999 — 2003
Bachelor of Science, Computer Science
J.P. Morgan 2011 - Present
JPMorgan June 2007 - May 2011
Cypress Telecommunications 2006 - 2007
JPMorgan September 2005 - June 2006
Software Performance, Inc. June 2004 - September 2005
Education
Texas A&M University 1999 — 2003
Computer Science, Engineering
Texas A&M University 1999 — 2003
Bachelor of Science, Computer Science
Kirk Sisco's J.P. Morgan Experience July 2015 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Lockheed Martin July 2009 - July 2013
Enterprise Products Partners May 2008 - August 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance, Accounting
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Lockheed Martin July 2009 - July 2013
Enterprise Products Partners May 2008 - August 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
BBA, Finance, Accounting
Miles Schneider, RPL's J.P. Morgan Experience October 2012 - Present
Job Oil and Gas Property Manager at JPMorgan
Industry Oil & Energy
Experience
J.P. Morgan October 2012 - Present
Dale Property Services, LLC December 2009 - October 2012
OGInfo.com August 2007 - April 2009
Skills
Natural Gas, Petroleum, Gas, GIS, ArcGIS, Energy, Due Diligence, ArcMap, Contract Negotiation, Negotiation, Energy Industry, Leases, Oil & Gas Industry
Education
Texas A&M University 2002 — 2007
B. Sc., Economics, Business
J.P. Morgan October 2012 - Present
Dale Property Services, LLC December 2009 - October 2012
OGInfo.com August 2007 - April 2009
Skills
Natural Gas, Petroleum, Gas, GIS, ArcGIS, Energy, Due Diligence, ArcMap, Contract Negotiation, Negotiation, Energy Industry, Leases, Oil & Gas Industry
Education
Texas A&M University 2002 — 2007
B. Sc., Economics, Business
John Minter's J.P. Morgan Experience 2009 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2009 - Present
Merrill Lynch 1997 - 2008
Commercial Finance Company 1994 - 1997
First Interstate Bank 1987 - 1994
Skills
Leadership, Strategic Planning, Business Development, Investments, Marketing Strategy, Public Speaking, Executive Coaching, Financial Modeling, Banking, Series 63, Series 7, Leadership Development, Investment Management, Securities, Asset Management, Corporate Finance
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan 2009 - Present
Merrill Lynch 1997 - 2008
Commercial Finance Company 1994 - 1997
First Interstate Bank 1987 - 1994
Skills
Leadership, Strategic Planning, Business Development, Investments, Marketing Strategy, Public Speaking, Executive Coaching, Financial Modeling, Banking, Series 63, Series 7, Leadership Development, Investment Management, Securities, Asset Management, Corporate Finance
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
Robert Buckwalter's J.P. Morgan Experience January 2013 - August 2014
Job M.B.A. Candidate, University of Texas McCombs School of Business, Class of 2016
Industry Oil & Energy
Experience
Denham Capital May 2015 - August 2015
J.P. Morgan January 2013 - August 2014
JP Morgan July 2010 - January 2013
Plains Exploration & Production June 2009 - August 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Texas Christian University 2005 — 2009
Finance and Spanish, Finance, Spanish, Energy and Technology
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Denham Capital May 2015 - August 2015
J.P. Morgan January 2013 - August 2014
JP Morgan July 2010 - January 2013
Plains Exploration & Production June 2009 - August 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Texas Christian University 2005 — 2009
Finance and Spanish, Finance, Spanish, Energy and Technology
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Mariel Sanchez's J.P. Morgan Experience October 2010 - September 2011
Job Client Financial Management Specialist at Accenture
Industry Financial Services
Experience
Accenture September 2015 - Present
Accenture October 2011 - Present
J.P. Morgan October 2010 - September 2011
Dallas Business Journal June 2010 - September 2010
TECH Fort Worth May 2008 - June 2008
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Finance with a Real Estate Emphasis & Entrepreneurial Management
Accenture September 2015 - Present
Accenture October 2011 - Present
J.P. Morgan October 2010 - September 2011
Dallas Business Journal June 2010 - September 2010
TECH Fort Worth May 2008 - June 2008
Education
Texas Christian University - M.J. Neeley School of Business 2006 — 2010
BBA, Finance with a Real Estate Emphasis & Entrepreneurial Management
Hillman Hayes's J.P. Morgan Experience July 2007 - September 2015
Job Mid Office Collateral Mgmt Prof.
Industry Financial Services
Experience
Freddie Mac September 2015 - Present
J.P. Morgan July 2007 - September 2015
Venturi Staffing Partners July 2007 - October 2007
Skills
Microsoft Word, PowerPoint, Microsoft Office, Leadership Development, Microsoft Excel, Process Improvement, Financial Services, Customer Service, Financial Analysis, Management, Risk Management, Financial Modeling, Finance, Banking, Insurance, Investments, Leadership, Strategic Planning
Education
Texas A&M University 2002 — 2006
Bachelors, FINANCE
Freddie Mac September 2015 - Present
J.P. Morgan July 2007 - September 2015
Venturi Staffing Partners July 2007 - October 2007
Skills
Microsoft Word, PowerPoint, Microsoft Office, Leadership Development, Microsoft Excel, Process Improvement, Financial Services, Customer Service, Financial Analysis, Management, Risk Management, Financial Modeling, Finance, Banking, Insurance, Investments, Leadership, Strategic Planning
Education
Texas A&M University 2002 — 2006
Bachelors, FINANCE
David Cargill's J.P. Morgan Experience April 2011 - March 2013
Job Business Development at Hawkwood Energy
Industry Financial Services
Experience
Hawkwood Energy February 2013 - Present
J.P. Morgan April 2011 - March 2013
Merrill Lynch Commodities, Inc. June 2008 - March 2011
Skills
Financial Modeling, Equities, Financial Analysis, Investment Banking, Valuation, Business Development, Capital Markets, Derivatives, Bloomberg, Trading
Education
Texas A&M University
Hawkwood Energy February 2013 - Present
J.P. Morgan April 2011 - March 2013
Merrill Lynch Commodities, Inc. June 2008 - March 2011
Skills
Financial Modeling, Equities, Financial Analysis, Investment Banking, Valuation, Business Development, Capital Markets, Derivatives, Bloomberg, Trading
Education
Texas A&M University
Bryce Hill's J.P. Morgan Experience October 2011 - October 2013
Job Portfolio Analyst at US Trust
Industry Financial Services
Experience
US Navy April 2015 - Present
U.S. Trust October 2013 - April 2015
J.P. Morgan October 2011 - October 2013
UBS September 2010 - March 2011
Honda of Spring 2007 - 2011
McCoy Student Managed Investment Fund January 2010 - May 2010
Skills
Asset Allocation, Investments, Valuation, Portfolio Management, Bloomberg, Equities, Financial Analysis, Financial Modeling, Strategic Financial..., Series 7, Finance
Education
Texas State University-San Marcos 2007 — 2010
BBA, Finance
US Navy April 2015 - Present
U.S. Trust October 2013 - April 2015
J.P. Morgan October 2011 - October 2013
UBS September 2010 - March 2011
Honda of Spring 2007 - 2011
McCoy Student Managed Investment Fund January 2010 - May 2010
Skills
Asset Allocation, Investments, Valuation, Portfolio Management, Bloomberg, Equities, Financial Analysis, Financial Modeling, Strategic Financial..., Series 7, Finance
Education
Texas State University-San Marcos 2007 — 2010
BBA, Finance
Curt Locke's J.P. Morgan Experience March 2015 - Present
Job Executive Director at J.P. Morgan Chase
Industry Information Technology and Services
Experience
J.P. Morgan March 2015 - Present
INDUS Corporation May 2013 - March 2015
US Government October 1988 - July 2011
Skills
National Security, Program Management, Government, Intelligence, Security Clearance, Project Management, Network Communications, DoD, Information Technology, Budgets, Organizational..., Information Assurance, Air Force, Federal Government, Command, Security, Defense, Government Contracting, Military Operations, Military
Education
US Army War College 2007 — 2008
MA, Strategic and International Studies
US Navy War College 2000 — 2001
MA, Strategic Studies
Webster University 1993 — 1995
MA, Information Resource Management
Texas A&M University 1984 — 1988
BS, Economics
J.P. Morgan March 2015 - Present
INDUS Corporation May 2013 - March 2015
US Government October 1988 - July 2011
Skills
National Security, Program Management, Government, Intelligence, Security Clearance, Project Management, Network Communications, DoD, Information Technology, Budgets, Organizational..., Information Assurance, Air Force, Federal Government, Command, Security, Defense, Government Contracting, Military Operations, Military
Education
US Army War College 2007 — 2008
MA, Strategic and International Studies
US Navy War College 2000 — 2001
MA, Strategic Studies
Webster University 1993 — 1995
MA, Information Resource Management
Texas A&M University 1984 — 1988
BS, Economics
Joe Nichols's J.P. Morgan Experience July 2001 - July 2003
Job Director at Situs
Industry Banking
Experience
UBS April 2012 - Present
Situs April 2012 - Present
Amalgamated Bank August 2010 - April 2012
Capital One April 2009 - August 2010
CW Capital May 2005 - August 2008
Nomura July 2003 - April 2005
J.P. Morgan July 2001 - July 2003
Skills
Underwriting, Due Diligence, Loans, Real Estate Economics, Asset Management, Financial Modeling, Portfolio Management, Valuation
Education
Texas A&M University 1996 — 2000
B.S., Finance
UBS April 2012 - Present
Situs April 2012 - Present
Amalgamated Bank August 2010 - April 2012
Capital One April 2009 - August 2010
CW Capital May 2005 - August 2008
Nomura July 2003 - April 2005
J.P. Morgan July 2001 - July 2003
Skills
Underwriting, Due Diligence, Loans, Real Estate Economics, Asset Management, Financial Modeling, Portfolio Management, Valuation
Education
Texas A&M University 1996 — 2000
B.S., Finance
Adrienne Mangual's J.P. Morgan Experience October 2006 - June 2011
Job Assistant Treasurer at Key Energy Services
Industry Oil & Energy
Experience
Key Energy Services April 2012 - Present
J.P. Morgan October 2006 - June 2011
J.P. Morgan July 2002 - October 2006
Skills
Investment Banking, Swaps, Debt, Structuring, Portfolio Management, Derivatives, Commercial Banking, Bloomberg, Interest Rate...
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration, Finance
Key Energy Services April 2012 - Present
J.P. Morgan October 2006 - June 2011
J.P. Morgan July 2002 - October 2006
Skills
Investment Banking, Swaps, Debt, Structuring, Portfolio Management, Derivatives, Commercial Banking, Bloomberg, Interest Rate...
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration, Finance
Chibuike Chukwu's J.P. Morgan Experience June 2013 - August 2013
Job Graduate Assistant at Texas Southern University
Industry Financial Services
Experience
Texas Southern University August 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - August 2015
J.P. Morgan June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Teamwork, Financial Analysis, Customer Service, Research, Microsoft Word, English, Accounting, C++, Microsoft Excel, Windows, Outlook, Analysis, Data Analysis, Leverage Buyout Model, Mergers & Acquisitions, Precedent Transactions, Comparable Analysis, DCF Valuation
Education
Texas Southern University 2015 — 2016
Master of Science (M.S.), Management Information Systems, General
Texas Southern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Major Finance/Economics, Minor Mathematics/Accounting
Texas Southern University August 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - August 2015
J.P. Morgan June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Teamwork, Financial Analysis, Customer Service, Research, Microsoft Word, English, Accounting, C++, Microsoft Excel, Windows, Outlook, Analysis, Data Analysis, Leverage Buyout Model, Mergers & Acquisitions, Precedent Transactions, Comparable Analysis, DCF Valuation
Education
Texas Southern University 2015 — 2016
Master of Science (M.S.), Management Information Systems, General
Texas Southern University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Major Finance/Economics, Minor Mathematics/Accounting
Cynthia Kunkel's J.P. Morgan Experience September 1979 - 1989
Job
Industry Education Management
Experience
C. b Kunkel & Associates January 2002 - Present
The Hartford 1989 - 1992
J.P. Morgan September 1979 - 1989
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Texas Christian University 1978 — 1979
Master of Science (M.S.)
Texas Christian University 1974 — 1978
Bachelor of Fine Arts (BFA)
C. b Kunkel & Associates January 2002 - Present
The Hartford 1989 - 1992
J.P. Morgan September 1979 - 1989
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Texas Christian University 1978 — 1979
Master of Science (M.S.)
Texas Christian University 1974 — 1978
Bachelor of Fine Arts (BFA)
Jeffrey Bonsu's J.P. Morgan Experience September 2013 - Present
Job
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Fidelity Investments May 2012 - September 2013
St. David's HealthCare January 2012 - May 2012
JPMorgan Chase April 2008 - November 2009
JPMorgan Chase June 2006 - April 2008
Skills
Healthcare, Accounting, Customer Service, Outlook, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Leadership, Healthcare Management, Managerial Finance, Series 7, Payroll, Risk Management, Management, Financial Services, Banking, Human Resources, Customer Satisfaction, Process Improvement, Teamwork, Employee Benefits, Interviews, Access, Sales, Auditing, Insurance, Finance, Analysis, Training, Time Management, Financial Analysis, Data Analysis, Data Entry, Team Building, Business Analysis, Retail, Software Documentation, Mutual Funds, Credit, Vendor Management, Securities, Team Leadership, Portfolio Management, Customer Support, PeopleSoft, Financial Risk, Loans, Call Centers
Education
Texas State University-San Marcos
Bachelor of Science, Healthcare Administration (BHA), Accounting, Ethics, Finance, Health Law, HIM, HR, Marketing, Supervisory Mgmt, Training/Development, 3.7
Richardson High School
High School Diploma, General Studies
J.P. Morgan September 2013 - Present
Fidelity Investments May 2012 - September 2013
St. David's HealthCare January 2012 - May 2012
JPMorgan Chase April 2008 - November 2009
JPMorgan Chase June 2006 - April 2008
Skills
Healthcare, Accounting, Customer Service, Outlook, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Leadership, Healthcare Management, Managerial Finance, Series 7, Payroll, Risk Management, Management, Financial Services, Banking, Human Resources, Customer Satisfaction, Process Improvement, Teamwork, Employee Benefits, Interviews, Access, Sales, Auditing, Insurance, Finance, Analysis, Training, Time Management, Financial Analysis, Data Analysis, Data Entry, Team Building, Business Analysis, Retail, Software Documentation, Mutual Funds, Credit, Vendor Management, Securities, Team Leadership, Portfolio Management, Customer Support, PeopleSoft, Financial Risk, Loans, Call Centers
Education
Texas State University-San Marcos
Bachelor of Science, Healthcare Administration (BHA), Accounting, Ethics, Finance, Health Law, HIM, HR, Marketing, Supervisory Mgmt, Training/Development, 3.7
Richardson High School
High School Diploma, General Studies
Blake Enis's J.P. Morgan Experience September 2012 - Present
Job Private Bank Mortgage Analyst
Industry Banking
Experience
J.P. Morgan September 2012 - Present
Houston Texans 2011 - 2012
Education
Texas Tech University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing & Management
J.P. Morgan September 2012 - Present
Houston Texans 2011 - 2012
Education
Texas Tech University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing & Management
Austin Lutz's J.P. Morgan Experience June 2011 - December 2013
Job Strategic Planning at Energy Transfer Equity, L.P.
Industry Oil & Energy
Experience
Energy Transfer December 2013 - Present
J.P. Morgan June 2011 - December 2013
Archon Group June 2010 - August 2010
Kanakuk Kamps 2007 - 2010
Skills
Bloomberg, Capital IQ, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Analysis, Due Diligence, Mergers & Acquisitions, Leadership, Valuation, Financial Modeling, Investment Banking, Banking, Strategic Planning
Education
Texas A&M University 2007 — 2011
Bachelor of Science (BS)
Energy Transfer December 2013 - Present
J.P. Morgan June 2011 - December 2013
Archon Group June 2010 - August 2010
Kanakuk Kamps 2007 - 2010
Skills
Bloomberg, Capital IQ, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Analysis, Due Diligence, Mergers & Acquisitions, Leadership, Valuation, Financial Modeling, Investment Banking, Banking, Strategic Planning
Education
Texas A&M University 2007 — 2011
Bachelor of Science (BS)
John Witherspoon's J.P. Morgan Experience January 2011 - Present
Job Executive Director, Investment Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2011 - Present
J.P. Morgan January 2008 - January 2011
J.P. Morgan August 2009 - January 2010
J.P. Morgan July 2004 - December 2007
J.P. Morgan July 2001 - June 2004
Skills
Investment Banking, Valuation, Private Equity, Equities, Financial Modeling, Capital Markets, Real Estate
Education
Wharton School, University of Pennsylvania 2007 — 2009
Master of Business Administration (MBA)
Texas A&M University 1999 — 2001
Master's degree
Texas A&M University 1995 — 1999
Bachelor of Business Administration (B.B.A.)
J.P. Morgan January 2011 - Present
J.P. Morgan January 2008 - January 2011
J.P. Morgan August 2009 - January 2010
J.P. Morgan July 2004 - December 2007
J.P. Morgan July 2001 - June 2004
Skills
Investment Banking, Valuation, Private Equity, Equities, Financial Modeling, Capital Markets, Real Estate
Education
Wharton School, University of Pennsylvania 2007 — 2009
Master of Business Administration (MBA)
Texas A&M University 1999 — 2001
Master's degree
Texas A&M University 1995 — 1999
Bachelor of Business Administration (B.B.A.)
George Montague, CFA's J.P. Morgan Experience July 2015 - Present
Job Research Analyst at Lummis Asset Management, L.P.
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Lummis Asset Management, L.P. July 2010 - July 2015
Bell Helicopter June 2009 - November 2009
First Command Financial Services August 2005 - July 2008
Skills
Equity Research, Fixed Income, Portfolio Management, Financial Modeling, Asset Allocation, Investment Management, Qualitative Research
Education
Texas Christian University 2008 — 2010
Master of Business Administration (MBA), Investments
Texas A&M University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Trinity Valley School
J.P. Morgan July 2015 - Present
Lummis Asset Management, L.P. July 2010 - July 2015
Bell Helicopter June 2009 - November 2009
First Command Financial Services August 2005 - July 2008
Skills
Equity Research, Fixed Income, Portfolio Management, Financial Modeling, Asset Allocation, Investment Management, Qualitative Research
Education
Texas Christian University 2008 — 2010
Master of Business Administration (MBA), Investments
Texas A&M University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Trinity Valley School
Ryan Navaira's J.P. Morgan Experience 2012 - Present
Job Assistant Vice President, Alternative Investment Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2012 - Present
Hudson Advisors, LLC 2008 - 2012
RBC Capital Markets 2005 - 2008
Skills
Private Equity, Fixed Income, Derivatives, Financial Modeling, Financial Reporting, Investment Banking, Valuation, Corporate Finance, Mutual Funds, Capital Markets, Hedge Funds, Due Diligence, Finance, Financial Analysis, Investments
Education
Texas Tech University
Master of Business Administration (MBA), Finance and International Business
The University of Texas at San Antonio
BBA, Accounting
J.P. Morgan 2012 - Present
Hudson Advisors, LLC 2008 - 2012
RBC Capital Markets 2005 - 2008
Skills
Private Equity, Fixed Income, Derivatives, Financial Modeling, Financial Reporting, Investment Banking, Valuation, Corporate Finance, Mutual Funds, Capital Markets, Hedge Funds, Due Diligence, Finance, Financial Analysis, Investments
Education
Texas Tech University
Master of Business Administration (MBA), Finance and International Business
The University of Texas at San Antonio
BBA, Accounting
Amber G-R's J.P. Morgan Experience January 2015 - Present
Job Banking Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan May 2014 - December 2014
JPMorgan Chase June 2013 - May 2014
Spirit of Texas Bank October 2011 - July 2012
Skills
Financial Accounting, Credit Risk, Credit, Credit Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Loans, Microsoft Word, Customer Service, Finance, Banking, Leadership
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan January 2015 - Present
J.P. Morgan May 2014 - December 2014
JPMorgan Chase June 2013 - May 2014
Spirit of Texas Bank October 2011 - July 2012
Skills
Financial Accounting, Credit Risk, Credit, Credit Analysis, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Loans, Microsoft Word, Customer Service, Finance, Banking, Leadership
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Kevin Pollard, CFA's J.P. Morgan Experience January 2005 - May 2009
Job Equity Analyst at Decade Capital Management LLC
Industry Investment Management
Experience
Decade Capital Management LLC May 2009 - Present
J.P. Morgan January 2005 - May 2009
RBC Capital Markets May 2000 - December 2004
Skills
Equities, Equity Research, Valuation, Financial Modeling, Capital Markets, Investments, Bloomberg, Fixed Income, Portfolio Management, Investment Banking, Hedge Funds, Asset Management, Derivatives, Financial Analysis, Corporate Finance, Private Equity, Alternative Investments, Finance, Financial Markets, Securities
Education
Texas Christian University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Decade Capital Management LLC May 2009 - Present
J.P. Morgan January 2005 - May 2009
RBC Capital Markets May 2000 - December 2004
Skills
Equities, Equity Research, Valuation, Financial Modeling, Capital Markets, Investments, Bloomberg, Fixed Income, Portfolio Management, Investment Banking, Hedge Funds, Asset Management, Derivatives, Financial Analysis, Corporate Finance, Private Equity, Alternative Investments, Finance, Financial Markets, Securities
Education
Texas Christian University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance
William Raines's J.P. Morgan Experience May 2001 - August 2004
Job Client Service Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2009 - Present
J.P. Morgan Asset Management August 2004 - October 2009
J.P. Morgan May 2001 - August 2004
Fidelity Investments January 2000 - May 2001
Fidelity Investments June 1998 - January 2000
Fidelity Investments January 1997 - June 1998
Skills
Series 7, Banking, Investments, Risk Management, Management
Education
Texas A&M University-Commerce 1992 — 1996
Bachelor's degree, Finance, General
J.P. Morgan Asset Management October 2009 - Present
J.P. Morgan Asset Management August 2004 - October 2009
J.P. Morgan May 2001 - August 2004
Fidelity Investments January 2000 - May 2001
Fidelity Investments June 1998 - January 2000
Fidelity Investments January 1997 - June 1998
Skills
Series 7, Banking, Investments, Risk Management, Management
Education
Texas A&M University-Commerce 1992 — 1996
Bachelor's degree, Finance, General
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.