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
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J.P. Morgan Employees
Capital Markets Development Consulting, Inc. April 2015 - Present
Ambac January 1999 - December 2014
J.P. Morgan January 1993 - January 1999
Mitsubishi Bank March 1990 - December 1992
Merrill Lynch March 1988 - March 1990
Skills
Capital Markets, Fixed Income, Emerging Markets, Investment Banking, Financial Structuring, Securitization, Structured Finance, Board of Directors
Education
Harvard Law School 1984 — 1988
JD, Law
The Johns Hopkins University 1980 — 1984
Bachelor's degree, Economics, Phi Beta Kappa
KBW July 2014 - Present
Wells Fargo June 2013 - August 2013
PRK Coaching October 2012 - June 2013
StoneCastle Partners May 2012 - September 2012
Industry Intelligence Inc. October 2011 - April 2012
SCallers - University Office of Annual Giving August 2010 - October 2011
Oberon Securities, LLC May 2011 - August 2011
J.P. Morgan July 2010 - August 2010
Pratt Institute Development Office June 2009 - August 2009
Education
University of Southern California 2010 — 2014
BA
London School of Economics and Political Science 2012 — 2013
General Course
Trinity School 2006 — 2010
High School Diploma
Acumen LLC April 2014 - Present
J.P. Morgan May 2013 - August 2013
Under Armour May 2012 - August 2012
Stocks in the Future January 2012 - May 2012
Santa Clara County Board of Supervisors May 2011 - August 2011
Skills
Portfolio Management, Sales, Event Planning, Public Speaking, Analysis, Program Management, Research, Data Analysis, Statistics, Leadership, Economics, Financial Modeling, Microsoft Excel, Management, Social Media, Microsoft Word, Stata
Education
The Johns Hopkins University 2010 — 2013
Bachelor's degree, Economics, Public Health Studies, 3.76
Los Gatos High School 2006 — 2010
3.97
Office of the Comptroller of the Currency 2014 - Present
Fannie Mae 2006 - 2014
Interactive Data May 2004 - June 2006
Deutsche Bank July 2001 - April 2004
The Cobalt Group October 2000 - July 2001
Morgan Stanley September 1997 - October 2000
J.P. Morgan April 1997 - September 1997
Goldman Sachs 1994 - 1997
Skills
C++, Java, SAS, Perl, Unix, Oracle SQL, Financial Risk Manager..., Derivatives, Enterprise Architecture, Financial Modeling, SQL, Solaris, Agile Methodologies, SDLC, Market Risk, VBA, Quantitative Finance, Linux, Equities, Risk Management, Pizza
Education
The Johns Hopkins University 2007 — 2010
MS
University at Buffalo 1993 — 1994
BS
University of Washington 1989 — 1992
BS
Goldman Sachs July 2014 - Present
JPMorgan Chase April 2013 - June 2014
J.P. Morgan August 2012 - April 2013
JPMorgan Chase July 2011 - August 2012
JPMorgan Chase June 2010 - August 2010
City of New York August 2009 - September 2009
Skills
Bloomberg, Corporate Finance, Financial Analysis, Microsoft Excel, PowerPoint, Risk Management, Finance, Microsoft Office
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Arts (B.A.), Economics, International Studies
The London School of Economics and Political Science (LSE) 2009 — 2010
General Course, Economic History
Bask Labs 2013 - Present
J.P. Morgan 2009 - 2012
Apyrous Capital Management, LLC 2006 - 2008
Bank of America 2000 - 2005
Skills
Start-up Ventures, Entrepreneurship, Strategic Planning, Social Media, Digital Strategy, Operations Management, Corporate Development, Business Development, Venture Capital, Financial Modeling, Management, Marketing Strategy, Financial Analysis, Strategy, Leadership, Finance, Analysis, Mergers & Acquisitions, Corporate Finance
Education
The London School of Economics and Political Science (LSE) 2010 — 2010
Whittier College 1993 — 1997
Bachelor of Arts (B.A.)
J.P. Morgan August 2008 - Present
California ISO March 2007 - August 2008
California ISO March 2005 - February 2007
California ISO February 1998 - March 2005
Federal Energy Regulatory Commission January 1986 - February 1998
Skills
Commodity Markets, Due Diligence, Risk Management, Energy, Corporate Governance, Energy Markets, Mergers & Acquisitions, Renewable Energy, Trading, Program Management, Electricity Markets, Energy Policy, Contract Negotiation, Regulatory Requirements, Project Management, Process Improvement, Asset Management, Natural Gas, Analysis, Project Finance, Commodity, Policy, Economics, Business Strategy, Management, Derivatives, Strategic Planning, Regulatory Analysis, Financial Modeling, Valuation, Negotiation, Regulatory Affairs, Joint Ventures, Litigation, Financial Analysis, Business Process..., Management Consulting, Cleantech, Alternative Energy, Start-ups, Contract Management, Wind, Regulations, Solar Energy, Options, Energy Efficiency, Public Policy, Strategy, Smart Grid, Climate Change
Education
The Johns Hopkins University 1995 — 1997
Master of Science (M.S.), Environmental Science
State University of New York at Buffalo 1981 — 1985
Bachelor of Arts (B.A.), Economics
IFC - International Finance Corporation March 2013 - Present
IFC - International Finance Corporation November 2008 - March 2013
Adkins Matchett & Toy 2003 - 2008
J.P. Morgan 1993 - 2002
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Credit Analysis, Credit, Emerging Markets, Financial Structuring, Mergers
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1991 — 1993
Master of Arts (MA), International Relations and Affairs
The Johns Hopkins University 1988 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs
SoftBank Group US, Inc. June 2014 - Present
SoftBank Capital June 2014 - June 2015
HSBC February 2013 - May 2014
J.P. Morgan June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Singapore Armed Forces June 2007 - June 2009
Education
The Johns Hopkins University 2009 — 2012
BS, Applied Mathematics and Statistics, Economics
Phillips Academy 2004 — 2007
Wasserman Media Group June 2015 - August 2015
J.P. Morgan May 2014 - August 2014
Found Eats January 2014 - May 2014
ICM Partners May 2013 - July 2013
UBS June 2012 - August 2012
Fox Interactive Media May 2012 - August 2012
Skills
Creative Writing, Media Production, Pitching Media, Equity Valuation, Stock Market Analysis, Original Programming, Ideas Development, Business Development, Program Management, Public Speaking, Online Research, Microsoft Excel, Mathematics, Microsoft Word, Data Analysis, PowerPoint, Research, Event Planning, DJ, Social Media, Microsoft Office, Unloading
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science (B.Sc.), Business Administration and Management, General, GPA: 3.96
London School of Economics and Political Science 2013 — 2013
Managerial Accounting and Financial Control, A+
Loyola High School 2008 — 2011
J.P. Morgan October 2014 - Present
J.P. Morgan May 2014 - August 2014
Skills
Tutoring, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Teamwork, English
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General
The London School of Economics and Political Science (LSE)
International Relations
Marian High School 2007 — 2011
J.P. Morgan June 2009 - Present
Merrill Lynch September 2007 - April 2009
Education
The London School of Economics and Political Science (LSE) 2004 — 2007
Master of Business Administration (MBA), Business/Managerial Economics
J.P. Morgan June 2015 - Present
Bretton Woods Committee January 2015 - May 2015
U.S. Department of State May 2014 - December 2014
U.S. Department of the Treasury January 2014 - May 2014
Aircraft Owners & Pilots Association January 2013 - August 2013
AOPA October 2012 - May 2013
Aircraft Owners & Pilots Association September 2011 - October 2012
Molly Allen Associates May 2011 - August 2011
Office of U.S. Senator Debbie Stabenow January 2011 - May 2011
John Carney for Congress September 2010 - November 2010
Skills
Public Relations, Press Releases, Fundraising, Nonprofits, Legislative Relations, Legislation, Political Campaigns, Politics, Public Policy, Policy, Community Outreach, Policy Analysis, Research, Public Speaking, Microsoft Office, Social Media, Microsoft Excel, International Relations, Political Science
Education
University of Maryland College Park 2013 — 2015
Masters in Public Policy, International Economic Policy
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2014 — 2014
Master's Degree, International Finance
University of Delaware 2006 — 2010
Bachelors of Arts, Economics; Political Science
Hanover Research February 2015 - Present
Hanover Research May 2014 - February 2015
Hanover Research June 2013 - May 2014
S.L.E. Lupus Foundation June 2012 - August 2012
The City Tavern Club October 2011 - December 2011
J.P. Morgan June 2011 - August 2011
Pump It Up/Kangaroo Kidz July 2006 - July 2009
Skills
PowerPoint, Social Media, Event Management, Omniture, Marketing Research, Facebook, Microsoft Excel, Press Releases, Marketing, InDesign, Social Media Marketing, Community Outreach, Editing, Management, Newsletters, Email Marketing, Access, Event Planning, Training, Market Research, Marketing Strategy
Education
The George Washington University - School of Business 2009 — 2013
BBA, Marketing and Event Management
Deutsche Bank July 2014 - Present
J.P. Morgan February 2012 - July 2014
J.P. Morgan June 2004 - January 2012
PwC / RSM & Co June 2001 - May 2004
Skills
Financial Advisory, Real Estate, Portfolio Management, M&A experience, Financial Markets, Alternative Investments, Project Finance, Tax, Investor Relations, Bonds, Credit Analysis, Trading, Financial Services, Risk Management, Mutual Funds, Strategic Financial..., Business Analysis, Credit Risk, Competitive Analysis, Leveraged Finance
Education
R.A. Podar College of Commerce & Economics, Mumbai University 1998 — 2001
Bachelor of Commerce (B.Com.), Accounting and Finance
The Institute of Chartered Accountants of India 1999 — 2002
Chartered Accountant, Accounting and Finance
J.P. Morgan August 2014 - Present
J.P. Morgan July 2012 - August 2014
US Treasury September 2011 - December 2011
Ooyala June 2011 - September 2011
Wall Street Institute October 2009 - June 2010
The Web War October 2007 - October 2009
BINC Search Consultants June 2007 - June 2009
Skills
Corporate Finance, Financial Modeling, Macroeconomics, Investments, Fixed Income, Economics, Entrepreneurship, Asset Management, Start-ups, Banking, International Relations, Emerging Markets, International Economics, Bloomberg, Research
Education
The Johns Hopkins University 2010 — 2012
MA, International Relations, International Economics
University of California, Santa Barbara 2006 — 2009
BA, Business Economics
Calabasas High School
J.P. Morgan July 2012 - Present
J.P. Morgan October 2009 - July 2012
UBS Wealth Management June 2008 - August 2008
Skills
Bloomberg
Education
The George Washington University - School of Business 2005 — 2009
BS, Finance
The Haverford School 2001 — 2004
J.P. Morgan July 2014 - Present
Marshal L. Salant Student Investment Team March 2012 - May 2014
J.P. Morgan May 2013 - August 2013
Middleton – Gardiner Group September 2012 - May 2013
Great Oaks Capital Management June 2012 - August 2012
Camp Echo Lake June 2010 - August 2011
Ironbound Capital Management August 2009 - August 2009
Education
The Johns Hopkins University 2010 — 2014
BA, Mathematics and Economics
The Pingry School 2006 — 2010
High School
J.P. Morgan June 2015 - Present
Brown Brothers Harriman September 2010 - June 2015
State Street March 2005 - August 2010
PwC March 2003 - February 2005
PwC September 1998 - February 2003
Mercedes-Benz USA July 2000 - October 2000
Morgan Stanley December 1997 - August 1998
Skills
Due Diligence, Finance, Accounting, Investments, Financial Services
Education
Johann Wolfgang Goethe-Universität Frankfurt am Main 1996 — 2001
Master of Business Administration (M.B.A.), Finance & Taxation
J.P. Morgan January 2015 — Present
J.P. Morgan July 2011 — January 2015
J.P. Morgan January 2008 — July 2011
J.P. Morgan June 2007 — August 2007
J.P. Morgan June 2006 — August 2006
Ritchie Capital Management June 2005 — August 2005
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Valuation, Bloomberg, Private Equity, Latin America, Capital Markets, LBO, Equities, Due Diligence, Hedge Funds, Investments
Education
The Johns Hopkins University 2004 — 2008
Bachelor of Arts (B.A.), Economics, Entrepreneurship & Management
Shady Side Academy 1991 — 2004
Prepatory School
Steiner Leisure Limited May 2012 - Present
J.P. Morgan October 2011 - May 2012
Thomas D. Wood & Company August 2011 - October 2011
Merrill Lynch June 2010 - August 2010
Credit Suisse June 2009 - August 2009
CAPRETTO SHOE STORE June 2007 - July 2008
ALF'S GOLF SHOP May 2005 - August 2007
FOOD NETWORK April 2007 - May 2007
Skills
Investments, Portfolio Management, Excel, PowerPoint, Word, Operations Management, P & L Management, Contract Negotiation, Purchasing, Customer Service, Sales Management, Direct Marketing, Online Advertising, Hiring Employees, Train Staff, Microsoft Excel, Microsoft Word, Sales, Business Development, Finance, Social Media, Social Media Marketing, Online Marketing, Social Networking, Retail, Financial Analysis, New Business Development, Marketing Strategy, Marketing, Team Building, Direct Sales, Marketing Communications, Data Analysis, P
Education
The George Washington University - School of Business 2007 — 2011
BBA, International Business
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, International Business
University of New South Wales 2010 — 2010
International Finance and Marketing
Miami Country Day 2003 — 2007
J.P. Morgan May 2014 - August 2014
J.P. Morgan May 2013 - August 2013
Bear's Club May 2012 - August 2012
Skills
Financial Modeling, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Social Media
Education
The Johns Hopkins University 2012 — 2016
Major: Economics and Global Environmental Change and Sustainability Minor: Financial Economics
Merriweather Post Pavilion May 2008 - Present
Maryland Lottery Agency May 2000 - April 2008
Merriweather Post Pavilion 1993 - April 2000
J.P. Morgan 1993 - 1993
Skills
Marketing, Social Media Marketing, Social Media, Marketing Strategy, Public Relations, Event Management, Strategy, Marketing Communications
Education
The Johns Hopkins University 1997 — 2000
MBA
University of Delaware 1988 — 1993
BSBA, Marketing
Elion Investments (Millennium Partners) October 2012 - Present
Astor Group September 2009 - September 2012
Citadel Investment Group January 2007 - August 2008
J.P. Morgan 2005 - 2007
Skills
Strategy, Portfolio Management, Hedge Funds, Equities, Capital Markets, Investment Banking, Valuation, Private Equity, Financial Modeling, Investments, Alternative Investments, Fixed Income, Asset Managment, Due Diligence, Venture Capital, Mergers, Corporate Finance, Securities, Financial Analysis, Equity Research
Education
The Johns Hopkins University
Masters - Biotechnology
University of Illinois at Urbana-Champaign
J.P. Morgan June 2015 - August 2015
Skills
Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Social Media Marketing, Social Networking, Microsoft Word, Stata
Education
Tufts University 2012 — 2016
Bachelor of Arts (BA), Economics & International Relations (Concentration in International Finance)
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Program, Economics of European Integration
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Business Bridge Program
J.P. Morgan June 2014 - Present
Goldman Sachs May 2013 - August 2013
Citi June 2012 - June 2012
Beaconhouse National University, Lahore June 2011 - August 2011
Skills
Data Analysis, Research, Financial Modeling, Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Public Speaking, Analysis, Programming, Mathematica, Market Research, Due Diligence
Education
Yale University 2010 — 2014
B.A., Economics and Mathematics, magna cum laude
London School of Economics and Political Science 2012 — 2012
LSE Summer School
Aitchison College 1998 — 2010
A Level, Economics, Mathematics, Engineering
Studio Fit Chicago July 2015 - Present
HERE, a Nokia company July 2015 - Present
J.P. Morgan October 2011 - July 2015
MF Global July 2009 - October 2011
Crowe Horwath LLP July 2007 - July 2009
Wells Fargo May 2006 - August 2007
Johnson & Johnson May 2005 - January 2006
Skills
Risk Management, Strategy, Process Improvement, Project Management, Business Process..., Management, Finance, Financial Risk, Financial Services, Analysis, Due Diligence, Relationship Management, Business Analysis, Leadership, Business Planning, Enterprise Risk..., Governance, Brand Development..., Event Marketing Strategy, Event Planning, Integrated Marketing, Internal Audit, Auditing, Sarbanes-Oxley Act
Education
The Juilliard School 2012 — 2013
Evening Division, Advanced Intermediate Piano
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science (B.Sc.), Finance, Music Theory
West Windsor Plainsboro High School North 1999 — 2003
J.P. Morgan May 2014 - Present
J.P. Morgan May 2013 - August 2013
Professor Suh-Pyng Ku (Clinical Finance and Business Economics) and Professor R September 2012 - December 2012
Halkin Investments LLP June 2012 - August 2012
Ernst & Young June 2011 - August 2011
Master Trust Ltd May 2011 - June 2011
Skills
Financial Modeling, Economics, Valuation, Econometrics, Corporate Finance, Financial Analysis, Investment Banking, Macroeconomics, Capital IQ, Bloomberg Terminal, Equities, Investments, DCF, Equity Research, Portfolio Management, Finance
Education
University of Southern California 2010 — 2013
Bachelors, Economics
London School of Economics and Political Science 2011 — 2012
Bachelors, Economics
J.P. Morgan August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Keefe, Bruyette & Woods September 2010 - September 2010
Wesleyan University May 2010 - August 2010
China Fortune Group Ltd. June 2009 - August 2009
Skills
Stata, Financial Modeling, Economics, Valuation, Quantitative Analytics, Investment Banking, Econometrics, Data Analysis, Financial Analysis, Research, Chinese, Statistics, Corporate Finance, Equities
Education
Wesleyan University 2008 — 2012
Bachelor of Arts, Mathematics-Economics and Psychology
The London School of Economics and Political Science (LSE) 2010 — 2010
General Course, Economics
J.P. Morgan June 2015 - Present
Wells Fargo Securities June 2012 - May 2015
The Johns Hopkins University September 2007 - June 2012
Skills
LaTeX, Fortran, Mathematica, HTML, JavaScript, ROOT, Regular Expressions, GCC, Monte Carlo Simulation, Numerical Analysis, Python, C++, C, Programming, Data Analysis, Linux, Shell Scripting, Algorithms, Research, CVS, Subversion, Microsoft Office, CSS, Distributed Systems, High Performance...
Education
The Johns Hopkins University 2007 — 2012
PhD, Physics; Experimental High Energy Physics (HEP)
University of Science and Technology of China (USTC) 2003 — 2007
Bachelor, Physics
J.P. Morgan March 2012 - Present
Lombard Odier October 2008 - December 2010
Batterymarch Financial Management February 2003 - September 2008
Scudder Investments October 2000 - December 2002
Chase Asset Management February 1998 - March 2000
Lazard Freres & Co. June 1996 - February 1998
Lazard Freres & Co. February 1994 - June 1996
Skills
Equities, Macroeconomics, International Policy, Technical Analysis, Client Engagement, Customer Presentations, Writing Skills, Foreign Languages, Emerging Markets, Portfolio Management, Investments, Asset Management
Education
The Johns Hopkins University 1990 — 1992
MA, International Relations
Union College 1986 — 1990
BA, Economics / Modern Languages
Universitaet Mannheim 1988 — 1989
Economics, German
J.P. Morgan July 2014 - Present
J.P. Morgan March 2012 - June 2014
PNC October 2011 - March 2012
Evex Inc. April 2010 - March 2011
World Health Organization August 2009 - October 2009
Project on Ethnic Relations July 2008 - September 2008
Skills
Fixed Income
Education
The London School of Economics and Political Science (LSE) 2007 — 2009
BSc, Economic History
The Pennington Prep School 2001 — 2005
BlackRock Vice PresidentJ.P. MorganFebruary 2015 - August 2015
J.P. Morgan July 2011 - January 2015
U.S. Department of the Treasury September 2010 - December 2010
J.P. Morgan June 2010 - August 2010
Overseas Private Investment Corporation May 2009 - August 2009
Tyco Flow Control July 2007 - August 2008
Covalence Specialty Materials Corp February 2006 - June 2007
Tyco Plastics 2004 - 2006
GE Healthcare 2002 - 2004
GE Corporate 2002 - 2002
Skills
Forecasting, Managerial Finance, Budgets, Six Sigma, Cash Flow, Treasury, Finance, Leadership, Process Engineering, French, Accounts Payable, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Business Strategy, Due Diligence, Strategic Planning, Mergers, Economics, Business Process..., Capital Markets, Investment Banking, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
MA, International Relations
Wake Forest University
BS, Mathematical Economics
Goldman Sachs July 2014 - Present
Bank of America Merrill Lynch May 2013 - August 2013
J.P. Morgan June 2012 - August 2012
National Fuel Gas Company May 2011 - August 2011
Education
Villanova University 2010 — 2014
Bachelor of Arts (B.A.), Economics and History
London School of Economics and Political Science
Economics
Canisius High School 2006 — 2010
J.P. Morgan August 2014 - Present
J.P. Morgan November 2013 - August 2014
Barclays Investment Bank March 2011 - November 2013
Barclays September 2008 - February 2011
Lehman Brothers 2004 - 2008
Skills
Capital Markets, Emerging Markets, Equities, Financial Modeling, Investment Banking, Strategy, Valuation, Hedge Funds, Private Equity, Financial Markets, Equity Capital Markets, Due Diligence, Bloomberg, Fixed Income, Corporate Finance
Education
Johns Hopkins SAIS 2002 — 2004
Master of Arts (M.A.), International Economics
The Johns Hopkins University 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Atlantic Street Capital March 2013 - Present
RBC Capital Markets 2011 - March 2013
J.P. Morgan June 2010 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Leveraged Finance, LBO, Banking, Economics, Growth Capital, Financial Modeling, Valuation, Private Equity, Bloomberg, Management, Recapitalizations, Due Diligence, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance & Accounting
London School of Economics and Political Science 2009 — 2009
Economics
JP Morgan Alternative Asset Management July 2009 - Present
JP Morgan Alternative Asset Management August 2007 - July 2009
JP Morgan Alternative Asset Management January 2005 - August 2007
J.P. Morgan June 2001 - December 2004
Skills
Russian, Hedge Funds, Alternative Investments, Investments
Education
University of Chicago 1999 — 2001
MBA, Accounting and Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
MA, International Relations and Affairs
The College of William and Mary
BA, International Relations and Affairs
Merrill Lynch/Bank of America February 2012 - Present
Merrill Lynch July 2004 - February 2012
Merrill Lynch November 2002 - July 2004
Ruig Capital Management January 1998 - August 2000
J.P. Morgan June 1995 - January 1998
Skills
Portfolio Management, Fixed Income, Investments, Hedge Funds, Wealth Management, Series 7, Credit, Credit Risk, Private Banking, Derivatives, Interest Rate..., Loans, Finance
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Finance
The Hong Kong University of Science and Technology 2001 — 2001
Exchange, Finance
University of Southern California - Marshall School of Business 1991 — 1995
B.S., Business
Morgan Stanley Investment Management August 2015 - Present
J.P. Morgan February 2014 - August 2015
Third Avenue Management January 2010 - January 2014
Third Avenue Management September 2007 - December 2009
QuestMark Partners June 2006 - September 2007
Skills
Business Strategy, Analytics, Hedge Funds, Financial Modeling, Bloomberg, Equities, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Marketing
Education
The Johns Hopkins University 2002 — 2006
BA, Mathematics
J.P. Morgan August 2009 - May 2011
J.P. Morgan May 2008 - August 2008
Skills
Capital Markets, Financial Analysis, Credit, Management Consulting, Fixed Income, Investment Banking, Financial Modeling, Private Equity
Education
Perelman School of Medicine at the University of Pennsylvania 2012 — 2016
Doctor of Medicine (MD) / Master of Bioethics (MBE)
The Johns Hopkins University 2011 — 2012
Yale University 2005 — 2009
B.A., International/Global Studies, Economics
Thayer Academy 1998 — 2005
High School Diploma
J.P. Morgan June 2012 - Present
BB&T Capital Markets Windsor Group July 2008 - July 2010
Citi July 2006 - July 2008
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Finance and Accounting
The Johns Hopkins University 2002 — 2006
Financial Accounting 203 May 2014 - Present
J.P. Morgan June 2015 - July 2015
Richmond Optimus Capital Management August 2014 - May 2015
HT Capital Advisors, LLC July 2014 - August 2014
Stelliam Investment Management June 2014 - July 2014
UBS Wealth Management July 2013 - August 2013
The Scott Lask Wealth Management Group LLC May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Economics, Microsoft Word, Research, Financial Analysis, Statistics, Analysis, Bloomberg Terminal, Leadership, Outlook, Teamwork, Public Speaking, Market Research
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts in Economics, Minors in Financial Economics and Entrepreneurship & Management, Dean's List (all semesters)
Minisink Valley High School 2008 — 2012
Valedictorian, Advanced Regents Diploma with Honors
J.P. Morgan Trust Company of Delaware September 2013 - February 2015
J.P. Morgan March 2005 - August 2013
JPM Asset Management February 2008 - June 2012
JPMorgan Chase March 2005 - February 2008
Scotiatrust June 2004 - March 2005
Skills
Trust Management, Spanish, Company Management, Securities, Fixed Income, Banking, Investments, Credit, Finance, Negotiation, Wealth Management, High Net Worth..., Forecasting, Mergers, Financial Analysis, Estate Planning, Asset Managment, Analysis, Microsoft Excel, Process Improvement, Accounting, Portfolio Management, Equities
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2014 — 2016
Master's Degree, Applied Economics
The University of Western Ontario 2000 — 2004
Bachelor of Arts in Economics; Bachelor of Arts Spanish, Economics; Spanish
SanDisk June 2015 - Present
Morningstar November 2012 - August 2014
Morningstar July 2010 - October 2012
State Farm Insurance June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Skills
Financial Modeling, Economics, Data Analysis, Valuation, Quantitative Analytics, Equities, Mutual Funds, Asset Management, Stata, Equity Research, Bloomberg, SAP BPC, SAP BI, Tableau, JIRA, ThomsonOne
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA)
Wellesley College 2006 — 2010
BA, Economics, Cum Laude
London School of Economics and Political Science 2008 — 2009
Economics, General Course
ICONIQ Capital July 2015 - Present
J.P. Morgan May 2014 - August 2014
Berkeley Investment Group May 2013 - May 2014
Scharf Investments LLC May 2013 - June 2013
Associated Students of the University of California May 2012 - May 2013
Merrill Lynch June 2012 - August 2012
HealthyOut June 2012 - August 2012
Skills
Financial Modeling, DCF Valuation, Business Analysis, Microsoft Excel, Adobe Creative Suite, Google Docs, Spanish-English, Running, Community Outreach, Economics, Financial Analysis, Analysis, Lean Fundamentals, Research
Education
University of California, Berkeley 2011 — 2015
Bachelor’s Degree, Business Administration, Alumnus
London School of Economics and Political Science
Fixed Income & Debt Markets, Financial Markets
Carondelet High School 2007 — 2011
Venmo April 2015 - Present
Moelis & Company May 2014 - April 2015
RBC Capital Markets November 2010 - May 2014
J.P. Morgan July 2009 - November 2010
JPMorgan Chase June 2008 - August 2008
Kirkland & Ellis LLP June 2007 - August 2007
Skills
Financial Analysis, Human Resources, PeopleSoft, Operations Management, Microsoft Excel, Data Analysis, Leadership, Financial Modeling, Analysis, Microsoft Office, PowerPoint, Interviews, Onboarding, Recruiting, Microsoft Word, Public Speaking
Education
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Organizational Studies, Communications, 3.89
The London School of Economics and Political Science (LSE) 2008 — 2008
Management, A+
JPMorgan Chase & Co. September 2015 - Present
J.P. Morgan January 2015 - August 2015
Hospira July 2012 - February 2014
Bristol-Myers Squibb, Princeton, New Jersey June 2011 - August 2011
Wayne State University 2010 - 2010
Skills
GMP, Six Sigma, FDA, Continuous Improvement, Manufacturing, HPLC, Validation, CAPA, Purification, Chromatography, Minitab, Process Simulation, V, Quality System, Matlab, Design of Experiments, Process Engineering, Microsoft Office
Education
University of Michigan 2014 — 2015
Master's degree, Industrial & Operations Engineering, 3.71
The Hong Kong University of Science and Technology 2012 — 2012
Global Engineering Exchange
University of Michigan 2008 — 2012
Chemical Engineering (B.S.E), Chemical Engineering, Cum Laude
J.P. Morgan November 2014 - Present
Evercore Partners July 2012 - November 2014
Sidley Austin June 2011 - July 2012
Skills
Financial Modeling, Bloomberg, Equities, Valuation, Economics, Fixed Income
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Arts (B.A.), History of Art, with honors
Scuola Lorenzo de Medici 2009 — 2009
History of Art, Italian Language
J.P. Morgan August 2014 - Present
J.P. Morgan Securities Inc. February 2013 - July 2014
J.P. Morgan Securities Inc. September 2011 - January 2013
J.P. Morgan Securities Inc. March 2008 - September 2011
Bear, Stearns & Co. Inc. November 2006 - March 2008
Bear, Stearns & Co. Inc. June 2003 - November 2006
Skills
Equities, Hedge Funds, Investment Management, Prime Brokerage, Strategy, Asset Allocation, Business Development, Alternative Investments, Capital Markets, Financial Risk, Securities, Derivatives, Investments, Financial Modeling, Portfolio Management, Risk Management, Trading
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2003
MBA
Vanderbilt University Law School 1999 — 2003
JD
University of Richmond 1995 — 1999
BA
University of Richmond - Robins School of Business 1995 — 1999
BSBA
The London School of Economics and Political Science (LSE) 1997 — 1997
MacKenzie Capital, LLC June 2015 - Present
Financial Advantage Associates, Inc June 2013 - May 2014
J.P. Morgan June 2012 - August 2012
Heritage Financial Consultants LLC May 2009 - August 2011
Education
The Johns Hopkins University - Carey Business School 2014 — 2015
Masters of Science (MS), Real Estate Development and Infrastructure
University of Maryland College Park 2009 — 2013
Bachelor of Science (BS), Finance & Management
Towson High School
Hodes Weill & Associates February 2015 - Present
J.P. Morgan June 2013 - February 2015
University of Georgia September 2010 - May 2013
J.P. Morgan June 2012 - August 2012
Banco Central del Uruguay May 2011 - July 2011
Skills
Spanish, Microsoft Office, Bloomberg, Research, PowerPoint, Microsoft Excel, Microsoft Word, Economics
Education
The University of Georgia 2009 — 2013
B.A., Economics, International Affairs
London School of Economics and Political Science 2011 — 2011
LSE Summer School, Industrial Organisation and Introduction to Competition Policy
University of Oxford 2010 — 2010
Summer Study Abroad Course, British Common Law
J.P. Morgan January 2015 - Present
MHacks September 2014 - January 2015
MPowered Entrepreneurship May 2014 - November 2014
University of Michigan Solar Car Team September 2013 - May 2014
MPowered Entrepreneurship January 2014 - April 2014
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Minor in Business, Finance
University of Michigan 2013 — 2017
Bachelor of Science in Engineering (BSE), Computer Science
The Hong Kong University of Science and Technology 2014 — 2014
International Programs in Engineering
Shanghai American School 2003 — 2013
Goldman Sachs April 2015 - Present
J.P. Morgan November 2013 - March 2015
Goldman Sachs April 2010 - October 2013
BNP Paribas October 2009 - January 2010
BNP Paribas Fortis September 2008 - February 2009
Skills
Equity Derivatives, Structured Products, Pricing, Financial Modeling, Exotic Derivatives, Quant, Volatility, Options Pricing, Actuarial Science, Options, Quantitative Investing
Education
University of California, Berkeley, Haas School of Business 2009 — 2010
MFE, Financial Engineering
The Hong Kong University of Science and Technology 2006 — 2008
Master of Philosophy (MPhil), Computer Science
The Hong Kong University of Science and Technology 2003 — 2006
Bachelor of Science (BSc), Mathematics and Computer Science
Tableau Software September 2015 - Present
Tableau Software December 2014 - September 2015
J.P. Morgan June 2013 - October 2014
J.P. Morgan June 2012 - August 2012
Lemma Senbet Fund May 2011 - May 2012
Skills
Corporate Development, Business Strategy, Mergers & Acquisitions, Investment Banking, Valuation, Financial Analysis, Market Research
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor’s Degree, Finance, General
The Hong Kong University of Science and Technology 2012 — 2012
Bachelor’s Degree, Econ
Thomas S. Wootton High School 2007 — 2009
High School
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Child Care August 2013 - June 2014
Currency Solutions June 2013 - July 2013
Newtown Athletic Club September 2010 - March 2011
Education
Villanova University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
London School of Economics and Political Science
Economics
J.P. Morgan February 2014 - Present
J.P. Morgan August 2010 - February 2014
J.P. Morgan October 2005 - August 2010
Standard Chartered Bank June 2004 - September 2005
Skills
Investment Banking, Capital Markets, Options, Bonds, Syndications, Loan Origination, Trading, Equities, Investments, Fixed Income, Credit, Private Placements
Education
London School of Economics and Political Science, U. of London 1999 — 2002
BSc, Accounting and Finance, First Class with Honours
Haileybury College
Marshal L. Salant Investment Team February 2014 - Present
J.P. Morgan June 2015 - August 2015
Johns Hopkins University Milton S. Eisenhower Symposium April 2013 - April 2015
Serent Capital June 2014 - August 2014
MSF Enterprises, LLC June 2013 - August 2013
Johns Hopkins Spring Fair September 2012 - April 2013
CISV USA October 2011 - October 2012
East High Spotlight April 2011 - May 2012
BoldLeaders February 2011 - August 2011
We the People: The Citizen and the Constitution Competition August 2010 - May 2011
Skills
English, Microsoft Excel, Microsoft Office, PowerPoint, Research, Public Speaking, Leadership, Spanish, International..., Economics, Public Relations, Statistics, Fundraising, Nonprofits
Education
The Johns Hopkins University 2012 — 2016
Economics and International Studies, minor in Financial Economics
University of Amsterdam 2015 — 2015
School of Social Sciences
UCL 2014 — 2014
Political Science and Government
East High School 2008 — 2012
BMO Capital Markets July 2014 - Present
Jefferies & Company January 2004 - July 2014
Banc of America Securities 2001 - 2004
J.P. Morgan 1999 - 2000
Schroders plc 1996 - 1999
U.S. Marine Corps 1987 - 1993
Skills
Venture Capital, Financial Modeling, Fixed Income, Investments, Corporate Finance, Emerging Markets, Securities, Asset Management, IPO, Restructuring, Alternative Investments, Equity Research, Bloomberg, Series 7, Derivatives
Education
Wharton School, University of Pennsylvania 1995 — 1996
Master of Business Administration (MBA)
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1994
MA, International Economics
U.S. Naval Academy 1983 — 1987
B.S.
OrthoFi April 2015 - Present
Huron Consulting Group September 2013 - December 2014
Blue Moose Pizza June 2013 - August 2013
J.P. Morgan May 2012 - August 2012
Lacrosse Coaching April 2006 - August 2012
Tell-tale Capital Corp. October 2011 - February 2012
Steve Madden April 2011 - July 2011
Legacy Asset Management July 2010 - August 2010
Telemus Capital May 2010 - June 2010
Skills
PowerPoint, Excel, Word, Microsoft Office, Research, Financial Analysis, Microsoft Excel, Economics, Marketing, Strategy, Finance
Education
Vanderbilt University 2009 — 2013
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2011 — 2011
Economics
The Kinkaid School 1995 — 2009
Macquarie Group 2013 - Present
J.P. Morgan June 2013 - August 2013
M.M.M. Group, LLC March 2011 - August 2012
M.A.J., Inc. October 2008 - August 2012
Irwin Commercial Finance February 2008 - August 2008
Skills
Investment Banking, Credit, Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Bloomberg, Equities, Capital Markets, Due Diligence, Hedge Funds, Investments, Portfolio Management
Education
London School of Economics and Political Science 2013 — 2013
MSc, International Management
Yale University - Yale School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Washington 2003 — 2007
Bachelor of Arts (BA), Economics
J.P. Morgan 2011 - Present
Rubicon Capital Group 2010 - 2011
Zeke LP 2006 - 2009
Susquehanna International Group, LLP (SIG) 2005 - 2005
J.P. Morgan 2000 - 2004
Skills
Portfolio Management, Financial Analysis, Equity Derivatives, Equity Trading, Valuation, Equity Research, Equity Valuation, DCF Valuation
Education
Haverford School 1985 — 1996
The Johns Hopkins University
Bachelor of Arts (B.A.), Political Science
Villanova University
Master of Science (M.S.), Finance
MJ Capital Partners May 2015 - Present
Sterne Agee January 2014 - May 2015
Arbor Advisors September 2011 - December 2013
J.P. Morgan December 2006 - July 2010
Deutsche Bank December 2004 - December 2006
BelAir Capital Asset Management June 2003 - December 2004
Morgan Stanley June 2002 - July 2002
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Private Equity, Financial Analysis, Business Development, Mergers & Acquisitions, Corporate Development, Investments, Capital Markets, Equities
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Business - Corporate Finance
University of Southern California 1999 — 2003
BS Business Administration, Finance
London School of Economics and Political Science 2002 — 2002
Summer 2002 Finance & Financial Markets
Piedmont High School 1995 — 1999
Foreign Policy October 2013 - May 2014
Albright Stonebridge Group 2014 - 2014
The Brookings Institution August 2012 - June 2013
Oxford Policy Management 2013 - 2013
PRS Legislative Research June 2011 - May 2012
J.P. Morgan September 2010 - February 2011
Skills
Research, Statistics, Data Analysis, Qualitative Research, Economics, Policy Analysis, Editing, Analysis, Public Speaking, Microsoft Office, Public Policy, Microsoft Excel, International Relations, Econometrics, Economic Research, Macroeconomics, Policy
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2012 — 2014
Master of Arts (M.A.), International Relations and International Economics
St. Xavier's College,Mumbai 2007 — 2010
Bachelor of Science (B.Sc.), Statistics with minors in Mathematics and Economics
J.P. Morgan September 2015 - Present
Hanke-Guttridge Capital Management August 2014 - July 2015
J.P. Morgan June 2014 - August 2014
LG Capital Management March 2013 - July 2013
Stifel Financial Corp. July 2012 - March 2013
Middleton Gardiner Group, LLC August 2011 - June 2012
Merrill Lynch June 2011 - August 2011
MSG Promotions Inc. May 2011 - June 2011
Abington Memorial Hospital May 2010 - July 2010
MSG Promotions Inc. May 2009 - July 2009
Skills
Analysis, Leadership, Entrepreneurship, Investments, Portfolio Management, Equity Research, Economics, Asset Management, Investment Banking, Bloomberg, Valuation, Financial Modeling
Education
The Johns Hopkins University - Carey Business School 2013 — 2015
Master of Business Administration (MBA), Finance
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (B.A.) (With Honors & Phi Beta Kappa)), Economics
Germantown Academy 2005 — 2008
Athene Asset Management September 2013 - Present
RBS Securities May 2011 - August 2013
J.P. Morgan June 2010 - August 2010
Education
University of Southern California 2007 — 2011
B.A. in Economics, Minor in Mathematical Finance
The London School of Economics and Political Science (LSE) 2009 — 2010
Economics, Mathematics
J.P. Morgan June 2015 - Present
Cheswold Lane Asset Management September 2014 - June 2015
RateSetter June 2014 - August 2014
The Middlebury Group May 2013 - August 2013
Red Mango, Inc. May 2012 - September 2012
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Microsoft Office, Teamwork, Facebook, Time Management, Research, Critical Thinking, Finance, Key Performance..., Financial Analysis, Public Speaking, Financial Reporting, Social Networking, Marketing, Performance Management
Education
Villanova University 2012 — 2016
Bachelor's degree, Finance, Buisness Analytics, Sophomore
The London School of Economics and Political Science (LSE)
Summer Program, Financial Markets
Citi June 2014 - Present
J.P. Morgan June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Fogel Neale Partners LLC May 2012 - June 2012
Skills
Equities, Portfolio Management, Hedge Funds, Microsoft Office, Microsoft Word, PowerPoint, Mutual Funds, Microsoft Excel, Research, Investments
Education
The George Washington University - School of Business
Finance and International Business
J.P. Morgan October 2012 - Present
Chartis Consulting Corp July 2012 - October 2012
Project Performance Corporation June 2005 - June 2010
Colleague Consulting, LLC May 2004 - May 2005
Skills
Business Development, Investment Management, Consulting, Finance, Asset Managment, Investments, Private Banking, Asset Allocation, Wealth Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Investment Management
The Johns Hopkins University 2008 — 2010
MA, Governmental Studies
University of Maryland College Park 2001 — 2005
BA, History, Government & Politics
Morgan Stanley June 2013 - Present
J.P. Morgan July 2011 - June 2013
Better Business Bureau March 2010 - July 2011
Skills
Financial Reporting, Financial Analysis, Finance, Microsoft Excel, Financial Statements
Education
The Johns Hopkins University - Carey Business School
Master of Business Administration (M.B.A.), Finance, General
Towson University
Bachelor's Degree, Business Administration and Management, General
Barclays October 2014 - Present
J.P. Morgan August 2013 - September 2014
JMP Securities December 2012 - August 2013
Rodman & Renshaw September 2011 - December 2012
Bionest Partners March 2007 - August 2011
Tepnel Life Sciences June 2005 - March 2007
Johns Hopkins University 2003 - 2005
University of Chicago 2000 - 2002
Skills
Equity Research, Financial Modeling, Strategic Planning, Forecasting, Biotechnology, Oncology, Clinical Trials, Business Development, Healthcare, Strategy, Business Strategy, Pharmaceutical Industry, Valuation, Lifesciences, Product Launch, Commercialization, Venture Capital, Market Analysis, Corporate Development, Management Consulting, Competitive Intelligence, Biopharmaceuticals, Competitive Analysis, Due Diligence, Drug Development, Life Sciences
Education
The University of Chicago 1999 — 2003
BS
The Johns Hopkins University 2003 — 2005
MA
J.P. Morgan April 2014 - Present
Lulu's Estate Jewellery 2011 - 2013
Ariya Capital 2008 - 2010
BlueOrchard Finance SA 2006 - 2008
J.P. Morgan 2001 - 2005
Deutsche Bank 1996 - 1999
Merrill Lynch 1993 - 1996
Skills
Marketing, Securitization, Fixed Income, Credit, Credit Derivatives, Capital Markets, Hedge Funds, Derivatives, Asset Management
Education
The London School of Economics and Political Science (LSE)
J.P. Morgan March 2015 - Present
Morgan Stanley May 2014 - November 2014
Morgan Stanley October 2011 - May 2014
Morgan Stanley February 2010 - November 2012
Morgan Stanley March 2009 - February 2010
Morgan Stanley January 2007 - March 2009
Deutsche Bank 2000 - 2006
Deutsche Bank, London 2000 - 2006
Merrill Lynch June 1996 - January 2000
Goldman Sachs 1994 - 1994
Skills
Derivatives, Options, Commodity, Financial Markets, Financial Services, Middle Office, Electronic Trading, FX Options, Back Office, Swaps, Prime Brokerage, Interest Rate..., Credit Derivatives
Education
London School of Economics and Political Science 1991 — 1993
Bsc, Economics
The King's School, Canterbury 1984 — 1989
Morgan Stanley January 2009 - Present
Morgan Stanley 2008 - 2009
J.P. Morgan 2002 - 2006
Skills
Mezzanine, Investment Banking, Private Equity, Investment Management, LBO, CDS, Leveraged Finance, High Yield Bonds, Acquisitions, M&A experience, Investments, Recapitalizations, Growth Capital, Capital Markets
Education
The Johns Hopkins University
B.A.
Yale University
M.B.A.
Yale University - Yale School of Management
Goldman Sachs August 2011 - Present
Morgan Stanley February 2000 - August 2011
J.P. Morgan February 1998 - February 2000
Skills
Derivatives, Equities, Hedge Funds, Capital Markets, Asset Managment, Alternative Investments, Trading Systems, Equity Derivatives, Credit Derivatives, Securities, Middle Office, Investment Management, Product Control, Emerging Markets, Mutual Funds, Trading, Investments, Reference Data, Valuation, Corporate Actions, Bonds, Equity Valuation, Back Office, Swaps, Asset Management, Financial Services, Financial Modeling, Options, Operational Risk, Fixed Income
Education
The CFA Institute 2003 — 2006
CFA
The Institute of Chartered Accountants of India 1996 — 1999
Chartered Accountancy (CPA Equivalent), Accounting and Finance
J.P. Morgan 2009 - Present
Turnstone Capital 2005 - 2009
Needham & Company, LLC April 2004 - April 2005
UBS Investment Bank August 2000 - June 2003
JP Morgan September 1995 - July 1998
Skills
Investment Banking, Financial Modeling, Valuation, Fixed Income, Private Equity, Hedge Funds, Capital Markets, Equities, Corporate Finance, Derivatives, Asset Management, Due Diligence, Alternative Investments, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA)
The Johns Hopkins University 1991 — 1995
Bachelor's degree
Belmont Hill School
Bloomberg LP August 2015 - Present
Bloomberg LP November 2012 - Present
UBS June 2010 - October 2011
HSBC May 2003 - June 2010
ABN AMRO Bank N.V. September 2001 - May 2003
J.P. Morgan September 1998 - September 2001
CITIGROUP GLOBAL MARKETS October 1993 - September 1996
Skills
CDS and Corporate Bond..., Financial Regulation, Algorithms, Bonds, Trading, CDS, Credit, Fixed Income, Capital Markets, Derivatives, Valuation, Financial Modeling, Portfolio Management, Credit Risk, Risk Management, Market Risk, Hedge Funds, Equity Derivatives, Interest Rate..., FX Options, Financial Risk, Banking, Options, Credit Derivatives, Structured Finance, Bloomberg, Structured Products
Education
London School of Economics and Political Science 1997 — 1998
MSc, Finance & Economics
London School of Economics and Political Science 1996 — 1997
Graduate Diploma, Economics
Trinity University 1991 — 1993
BA, Economics
J.P. Morgan June 2013 - Present
J.P. Morgan April 2012 - June 2013
J.P. Morgan March 2010 - April 2012
J.P. Morgan Cazenove October 2006 - March 2010
Skills
Capital Markets, Alternative Investments, Bloomberg, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Mergers, Private Equity, Valuation, Emerging Markets
Education
The Goethe University Frankfurt 2002 — 2006
1.9, Finance, Management
Universidad Nacional de Cordoba 1998 — 2002
Licenciatura en Economia
J.P. Morgan April 2013 - Present
University of Chicago Booth School of Business July 2008 - March 2013
Goldman Sachs March 2008 - June 2008
Lehman Brothers July 2006 - January 2008
Education
The University of Chicago - Booth School of Business 2008 — 2013
Doctor of Philosophy (PhD), Finance
The University of Chicago - Booth School of Business 2008 — 2013
Master of Business Administration (MBA), Finance
The Johns Hopkins University 2003 — 2006
Bachelor of Science (BS), Applied Mathematics and Statistics, Economics
Ratna Junior College 2001 — 2003
Gitanjali School 1995 — 2001
Joseph Merrill Capital January 2006 - Present
J.P. Morgan June 2003 - December 2006
Skills
Portfolio Management, Structured Finance, Loan Origination, Asset Management, Venture Capital, Capital Markets, Private Equity, Corporate Finance, Mortgage Lending, Disposition, Commercial Real Estate, Underwriting, Mergers & Acquisitions, Mezzanine, Equities, Investments, Management, Corporate Real Estate, Loans, Financial Modeling, Investment Management, Investors, Real Estate Development, Real Estate Economics, Real Estate Transactions, Hedge Funds, Real Estate, Alternative Investments, CMBS, Finance, Investment Properties, Asset Managment, Financial Structuring, Due Diligence, Real Estate Financing, Acquisitions, Leases, Valuation, Brokerage, Funding, Commercial Mortgages, Real Estate Private..., Investment Banking, Debt Restructuring, Investor Relations, Investment Strategies, Investment Sales
Education
The George Washington University - School of Business
Forbes Media LLC April 2012 - Present
IAC/Mindspark (Previuosly know as iWon.com and Ask.com) May 2000 - March 2012
City University of New York September 1997 - May 2000
J.P. Morgan September 1990 - October 1997
United States Air Force March 1987 - July 1990
Skills
CentOS, Nagios, RHEL, DNS, RedHat, Disaster Recovery, Shell Scripting, Apache, Unix, Unix Shell Scripting, High Availability, Red Hat Linux, Solaris, Servers, Data Center
Education
City University of New York Graduate Center
Bachelor of Science (B.S.), Computer Science
Credit Suisse August 2014 - Present
J.P. Morgan August 2010 - August 2014
Deutsche Bank March 2007 - July 2010
JPMorgan June 1997 - January 2007
Financial Conservators Inc. June 1994 - August 1996
Skills
Capital Markets, Structured Finance, Securitization, Portfolio Management, Mutual Funds, Financial Structuring, CMBS, Private Banking, Structured Products, Asset Based Lending, Corporate Governance, Disposition, Bloomberg, Equity Valuation
Education
Yale University - Yale School of Management 1996 — 1998
M.B.A., Finance
The Johns Hopkins University 1990 — 1994
B.A., Economics
J.P. Morgan May 2010 - Present
JPMorgan 1998 - 2008
Skills
Corporate Finance, Financial Modeling, Capital Markets, Investment Banking, Leveraged Finance
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA, Finance & Accounting
Wabash College 1992 — 1996
BA, Economics, Philosophy
The London School of Economics and Political Science (LSE) 1994 — 1995
Economics
J.P. Morgan 2011 - Present
JP Morgan Securities Inc 1987 - Present
JP Morgan 1987 - January 2011
Bear, Stearns & Co. Inc. August 1987 - March 2008
Skills
Problem Solving, Prime Brokerage, Series 7, Securities, Fixed Income, Hedge Funds, Alternative Investments, Settlement, Asset Management
Education
The George Washington University - School of Business 1979 — 1983
BBA, Finance
J.P. Morgan June 2012 - Present
Self-Employed March 2012 - May 2012
Houghton Mifflin Harcourt July 2010 - May 2012
Houghton Mifflin June 2005 - July 2010
Lewis, Davidson & Hetherington April 2005 - June 2005
Pearson Education November 2004 - March 2005
Conde Nast June 2004 - September 2004
Education
The John Marshall Law School 2007 — 2010
J.D.
University of Notre Dame 2000 — 2004
J.P. Morgan June 2006 - Present
Education
The Johns Hopkins University
B.S.
J.P. Morgan May 2014 - Present
Morgan Stanley Private Bank April 2010 - May 2014
Wells Fargo Advisors, LLC May 2006 - April 2010
Charles Schwab Bank September 2004 - May 2006
Bank of the West January 2004 - September 2004
Merrill Lynch April 2000 - January 2004
Union Bank of California April 1998 - April 2000
Skills
Mortgage Lending, Banking, Commercial Banking, Series 63, Loans, Wealth Management, Series 7, Investments, Asset Managment, Financial Analysis, Series 24, Business Development, Performance Management, Coaching, Credit Analysis, Risk Management, Consumer Banking, Tailored Lending, Portfolio Management, Training, Liquidity Solutions, Relationship Management, Asset Management, Leadership, Finance
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Masters, International Accounting and Finance
University of Southern California 1991 — 1994
Bachelors, Finance and Business Economics
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
ArtExtend September 2009 - May 2012
Grassroots Business Fund May 2011 - July 2011
Frontier Investment Group - ACCION International October 2010 - April 2011
BroadReach Healthcare August 2009 - August 2010
TechnoServe September 2008 - July 2009
ZS Associates September 2005 - July 2008
Coors Brewing Company June 2002 - August 2002
Skills
Account Management, Healthcare, Emerging Markets, Due Diligence, Incentive Compensation..., Go-to-market Strategy, Sales Forecasting, Customer Research, Financial Modeling, Sales Force..., Medical Devices, Biotechnology Industry, Forecasting, Venture Capital, Entrepreneurship, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2013
MA, International Relations
University of Pennsylvania 2001 — 2005
BA, Philosophy
Boulder High School 1997 — 2001
J.P. Morgan 2009 - Present
JPMorgan Chase 2002 - 2006
OuterForce Systems 2000 - 2002
Monitor Group 1997 - 1998
Skills
Project Management, Emerging Markets, Portfolio Management, Strategy, Mergers, Strategic Partnerships, Business Planning, Private Equity, Business Strategy, Mergers & Acquisitions, Marketing
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1996 — 1997
MA, Economics, Energy Policy
Stifel Nicolaus July 2012 - Present
JPMorgan May 2007 - July 2012
J.P. Morgan July 2002 - May 2007
Education
University of Michigan 2000 — 2002
MPP, Public Policy
University of Michigan 1997 — 2001
BA, Economics
The London School of Economics and Political Science (LSE) 1999 — 2000
Summit high
J.P. Morgan March 2013 - Present
J.P. Morgan October 2009 - March 2013
J.P. Morgan October 2004 - October 2009
J.P. Morgan January 2003 - October 2004
J.P. Morgan July 2000 - January 2003
Skills
Fixed Income, Hedge Funds, Valuation, Institutional, Economics, Equities, Analysis, Bonds, Marketing, Series 63, Securities, Bloomberg, Capital Markets, Options, Derivatives, Series 7, Interest Rate..., Structured Finance, Hedging
Education
The Johns Hopkins University 1996 — 2000
BA, International Studies
Regis High Schol 1992 — 1996
J.P. Morgan 2011 - 2013
J.P. Morgan June 2010 - August 2010
IFC - International Finance Corporation May 2009 - August 2009
Pan African Capital Group January 2009 - May 2009
Emerging Markets Private Equity Association (EMPEA) October 2008 - December 2008
Rydex Investments February 2006 - May 2008
Skills
Emerging Markets, Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, Equities, Economics, Financial Analysis, Fixed Income, Investments
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2011
MA, International Economics, African Studies, Development Economics
University of Pennsylvania - The Wharton School 2008 — 2011
MBA, International Finance
White & Case LLP October 2014 - Present
White & Case May 2013 - July 2013
US Securities and Exchange Commission May 2012 - December 2012
Business Intelligence Advisors June 2009 - July 2011
J.P. Morgan June 2008 - August 2008
Christie's January 2008 - May 2008
Education
The George Washington University Law School 2011 — 2014
Doctor of Law (J.D.)
Williams College 2005 — 2009
Bachelor of Arts (B.A.), Art History
J.P. Morgan June 2011 - August 2011
Standard & Poor's August 2006 - 2010
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2012
MA, International Economics, International Finance, Energy Resources and Environment
The Johns Hopkins University 2002 — 2006
BS, Applied Mathematics and Statistics
J.P. Morgan January 2014 - Present
J.P. Morgan February 2012 - January 2014
J.P. Morgan July 2010 - February 2012
JPMorganChase June 2009 - August 2009
Mullin & Associates/Lincolnshire June 2008 - August 2008
Mullin & Associates/Lincolnshire January 2008 - January 2008
Education
The Johns Hopkins University 2006 — 2010
BA, Economics
J.P. Morgan 2013 - Present
Merrill Lynch 2012 - 2013
BNP Paribas 2012 - 2012
Sabadell United Bank 2011 - 2011
HSM 2010 - 2010
Quantek Asset Management 2009 - 2009
Skills
Wealth Management, Private Banking, Finance, Research, Investments, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Portfolio Management, Bloomberg, Spanish, Capital Markets, Microsoft Word
Education
The George Washington University - School of Business 2008 — 2013
Bachelor of Business Administration (B.B.A.), International Business, Senior
Universidad Iberoamericana, Ciudad de Mexico 2010 — 2011
Study Abroad, Corporate Finance, International Business
JPMorgan Chase September 2013 - Present
J.P. Morgan April 2008 - August 2013
J.P. Morgan March 2005 - March 2008
Deloitte August 2001 - November 2004
Education
The Institute of Chartered Accountants of India 2001 — 2004
Chartered Accountant, Accounts and Finance
JINS Eyewear US, Inc May 2013 - Present
Citi Group May 2011 - July 2012
Estee Lauder Companies October 2010 - May 2011
J.P. Morgan July 2003 - May 2008
Skills
Equities, Business Strategy, Banking, Risk Management, Competitive Analysis, Marketing Strategy, E-commerce, Business Planning, Marketing, Entrepreneurship, Asset Management, Sales
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Multinational Marketing and Management
The Johns Hopkins University 1999 — 2003
BA, International Relations
The American School in Japan 1996 — 1999
High School, Tokyo, Japan
Nishimachi International School 1985 — 1996
Junior High, Tokyo, Japan
J.P. Morgan September 2009 - April 2014
Bernstein Global Wealth Management May 2007 - September 2009
Abbey Financial Markets May 2006 - April 2007
Education
The George Washington University - School of Business 2002 — 2006
B.B.A, International Business
J.P. Morgan August 2013 - Present
University of Michigan Athletic Department Men's Basketball Team September 2008 - April 2013
J.P. Morgan June 2012 - August 2012
Western Asset Management June 2011 - August 2011
Santa Monica Toyota June 2009 - August 2009
Manhattan Beach Parks & Recreation June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Social Media
Education
University of Michigan 2008 — 2013
Bachelor's of Business Administration
London School of Economics and Political Science 2010 — 2010
Bank of America Merrill Lynch May 2014 - Present
Chesapeake Bayhawks January 2014 - Present
Goldman Sachs July 2012 - March 2014
New York Lizards June 2008 - August 2013
J.P. Morgan September 2008 - June 2012
Skills
Fixed Income, Bloomberg, Equities
Education
The Johns Hopkins University 2004 — 2008
Bachelor's Degree, Political Science and Government
Wellington Management September 2013 - Present
Wellington Management July 2012 - September 2013
J.P. Morgan June 2010 - August 2010
Education
Williams College 2008 — 2012
BA
CFA Institute
London School of Economics and Political Science 2010 — 2011
General Course
Alliance High School 2003 — 2006
Kenya Certificate of Secondary Education
DCI December 2012 - Present
UBS Investment Bank August 2011 - November 2012
J.P. Morgan 2010 - 2010
Skills
Investment Banking, Equities, Capital Markets, Valuation, Trading, Financial Modeling, Portfolio Management, Derivatives, Bloomberg, Corporate Finance
Education
The London School of Economics and Political Science (LSE) 2010 — 2011
Msc, Finance and Private Equity
Università Commerciale 'Luigi Bocconi' 2007 — 2010
Bachelor, Business Administration and Management
University of Pennsylvania - The Wharton School
Goldman Sachs June 2014 - August 2014
Yale Department of Political Science October 2012 - May 2014
J.P. Morgan May 2012 - June 2012
British Council May 2011 - August 2011
Education
Yale University 2011 — 2015
Bachelor, Economics and Political Science
London School of Economics and Political Science 2012 — 2012
Summer School, International Political Economy
Beijing No.8 Middle School 2008 — 2011
High School Diploma
Minnetonka High School 2007 — 2008
Honorary High School Diploma
Comlinkdata April 2015 - Present
J.P. Morgan June 2013 - April 2015
George Washington University May 2011 - May 2013
George Washington University December 2010 - December 2011
George Washington University September 2010 - May 2011
Colonial Connection January 2010 - May 2010
Education
The George Washington University - School of Business 2009 — 2013
Finance
J.P. Morgan June 2014 - Present
Skills
Research, Team Leadership, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Marketing, Photoshop, Social Networking, Event Planning, Social Media Marketing, Public Relations, Nonprofits, Microsoft Word, Fundraising, Analysis, Hospitality
Education
Vanderbilt University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Corporate Strategy, Senior
Semester at Sea / ISE 2013 — 2013
International Business, Finance & Negotiation
London School of Economics and Political Science 2012 — 2012
Intermediate Macroeconomics
Greenwich Academy 2007 — 2010
J.P. Morgan
Education
The John Marshall Law School
Doctor of Law (JD)
The John Marshall Law School
Master of Laws (LLM), Tax Law/Taxation
University of North Carolina at Chapel Hill
Bachelor of Arts (BA), Philosophy
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. June 2013 - January 2015
J.P. Morgan June 2012 - August 2012
Summit Family Aquatic Center May 2007 - August 2011
Skills
Matlab, Microsoft Office, Microsoft Excel, Research, PowerPoint, Data Analysis, Microsoft Word, Statistics, Analysis, R
Education
The Johns Hopkins University 2009 — 2013
BS, Applied Mathematics and Statistics
St. Peter's Preparatory School 2005 — 2009
J.P. Morgan August 2013 - Present
J.P. Morgan June 2010 - August 2013
Skills
Derivatives, Financial Modeling, Investment Banking, Fixed Income, Bloomberg, Valuation
Education
Columbia University- Mathematics of Finance 2009 — 2010
Masters
The Johns Hopkins University 2002 — 2006
B.A., Mathematics
HSBC 2013 - 2013
J.P. Morgan 2012 - 2012
Education
London School of Economics and Political Science 2013 — 2014
MSc, Risk and Finance
University of St. Andrews 2009 — 2013
Bachelor's degree
Eaton Vance November 2014 - Present
J.P. Morgan May 2007 - November 2014
Federal Reserve Bank of New York July 2005 - May 2007
United States Department of Treasury January 2005 - April 2005
The United States Department of State May 2004 - August 2004
Chemonics International December 2002 - July 2003
Peace Corps September 1999 - November 2001
Skills
Financial Modeling, Economic Forecasting, Relative Value, Credit Analysis, Economic Research, Credit Risk, Emerging Markets, Economics, Investments, International Relations, Finance, Capital Markets, Analysis, Policy Analysis, Fixed Income, Sovereign Debt, Central Banks, Public Policy
Education
Johns Hopkins SAIS 2003 — 2005
Masters of International Affairs, Economics and Southeast Asia Studies
University of Michigan 1995 — 1999
Bachelor of Arts, Economics and History
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Education
The Johns Hopkins University 2009 — 2013
U.S. Department of the Treasury November 2014 - Present
International Monetary Fund March 2010 - September 2014
U.S. Department of the Treasury September 2002 - February 2010
J.P. Morgan 1993 - 1998
Skills
International Economics, Economic Policy, Macroeconomics, Monetary Policy, Policy Analysis, International..., Spanish-speaking
Education
Johns Hopkins SAIS 1998 — 2000
Master's degree, International Economics
University of North Carolina at Chapel Hill 1989 — 1993
Bachelor of Arts (B.A.), International Studies, Spanish
J.P. Morgan June 2014 - August 2014
Johns Hopkins University August 2013 - July 2014
Hanke-Guttridge Capital Management January 2014 - June 2014
Fredericks Michael & Co. June 2013 - August 2013
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Arts (BA)
Universitat de Barcelona
Exchange Program
Suffield Academy
High School Diploma