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
Valet Waste 2012 - Present
Zodiac Valet Trash April 2007 - October 2012
J.P. Morgan March 2003 - April 2007
Skills
Sales Motivation, Closing Business, Operations Management, Team Leadership, New Business Development, Marketing Strategy, Value Selling, Marketing, Management, Business Development, Team Building, Contract Negotiation, Sales Operations, Sales Management, Strategy, Business Strategy, Leadership, Account Management, Direct Marketing, Selling, Sales
Education
University of Kansas 1996 — 2000
Bachelor's degree, Business/Corporate Communications
Holland Hall Prepatory School 1984 — 1996
GED, Regular/General High School/Secondary Diploma Program
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Croft & Bender May 2011 - July 2012
Croft & Bender June 2010 - May 2011
Croft & Bender July 2008 - June 2010
J.P. Turner & Company, LLC June 2007 - August 2007
Smith Barney May 2006 - August 2006
Skills
Investment Banking, Valuation, Private Equity, Venture Capital, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Valuation, Due Diligence
Education
Emory University - Goizueta Business School 2012 — 2014
MBA
The University of Georgia 2004 — 2008
Finance, Spanish, Leadership Certificate
Centennial High School 2000 — 2004
Greenwich Associates June 2013 - Present
The RiseUP Group, Inc. October 2012 - Present
Ultra Pure, LLC February 2012 - June 2013
J.P. Morgan August 2011 - January 2012
Merrill Lynch June 2010 - August 2010
Skills
Capital Markets, Market Research, Fixed Income, Analysis, Teamwork, Problem Solving, Microsoft Excel, Bloomberg, Forecasting, Strategic Planning, Business Development, Marketing Strategy, Consulting, Collateral Management
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Finance & Political Science
Canterbury School 2005 — 2007
J.P. Morgan November 2014 - Present
SignUp4 October 2013 - November 2014
Camp Timberline May 2013 - August 2013
Johnson Ferry Baptist Church May 2011 - August 2012
Clint Harkins Pc Law Firm January 2009 - May 2009
Education
The University of Georgia 2009 — 2013
Bachelor of Arts (B.A.), Economics and International Affairs
USAA March 2011 - Present
JPMorgan Chase January 2009 - March 2011
Morgan Stanley January 2008 - January 2009
J.P. Morgan February 2002 - March 2006
Skills
CERTIFIED FINANCIAL..., Series 7, Asset Allocation, Wealth Management, Series 63, Investments, Mutual Funds, Portfolio Management, Securities, Equities, Fixed Income, Investment Advisory, Asset Management, Estate Planning
Education
The University of Dallas
Graduate School of Management, Center For Professional Development/ Certified Financial Planner
University of North Texas
Bachelor's Degree, BA in Economics
Generational Equity, LLC August 2015 - Present
J.P. Morgan October 2014 - August 2015
Interstate Batteries February 2013 - May 2014
Skills
Microsoft Word, Finance, Microsoft Excel
Education
The University of Texas at Dallas 2013 — 2014
Master of Science (M.S.), Finance, 3.8
The University of New Mexico 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan June 2015 - July 2015
Croft & Bender August 2014 - August 2014
Frisch Capital Partners, LLC May 2014 - July 2014
Merrill Lynch May 2013 - May 2014
Webb Lacrosse Camp July 2011 - August 2013
Skills
Financial Modeling, Salesforce.com, Asset Management, Market Analysis, Equity Research, Leadership, Computers, People-oriented, S&P CapitalIQ, IBIS World, Morningstar Office, Highly detail oriented, Negotiation, Customer Service
Education
The University of Georgia 2012 — 2016
Finance, Cumulative GPA: 4.0 / 4.0
Wall Street Prep 2013 — 2014
Financial Valuation and Modeling, Mergers & Acquisitions and Leveraged Buyout Modeling
Webb School of Knoxville 2008 — 2012
Zywave April 2015 - Present
Enterprise Rent-A-Car June 2014 - April 2015
J.P. Morgan January 2014 - April 2014
University of Dallas August 2013 - December 2013
Robert W. Baird & Co. July 2013 - August 2013
University of Dallas May 2013 - August 2013
First Things Foundation May 2013 - August 2013
University of Dallas August 2012 - May 2013
Business Healthcare Solutions June 2012 - July 2012
Bud Roga Property June 2011 - July 2011
Skills
Critical Thinking, PowerPoint, Public Speaking, Microsoft Excel, Editing, Microsoft Word, Teamwork, Market Research, Social Media Marketing, Photoshop, Team Leadership, Communication, Sales, Customer Service
Education
The University of Dallas 2010 — 2014
Bachelor's Degree, Business, 3.5 GPA
The Atonement Academy 2004 — 2010
Distinguished Achievement Diploma with Honors
J.P. Morgan May 2013 - Present
Jobs For Youth October 2012 - February 2013
Societe Generale 1995 - 2011
The First National Bank of Chicago 1985 - 1995
Deloitte Haskins & Sells 1981 - 1985
Skills
Corporate Finance, Client Relationship..., Accounting, Structured Finance, Tax, International Finance, Mergers, Creative Problem Solving, Credit Analysis, Integrity, Teamwork, Strategic Thinking, Collaborative, Capital Markets, Investment Banking, Commercial Banking, Risk Management, Restructuring, Credit, Leveraged Finance, Credit Risk, Structured Products, Bonds, Portfolio Management, Derivatives, Cash Management, Fixed Income, Investments, Financial Structuring, Strategy, Emerging Markets, Financial Services, Private Equity, Financial Markets, Equities, Banking, Financial Modeling, Mergers
Education
University of Chicago Graduate School of Business 1985 — 1987
MBA, Finance
University of Wisconsin-Madison 1977 — 1981
BBA, Accounting
University of Utah 2005 - Present
HedgeStreet 2005 - 2007
Merrill Lynch 1999 - 2001
UBS 1996 - 1999
Chase Manhattan 1994 - 1996
Merrill Lynch 1992 - 1994
Nomura 1990 - 1992
J.P. Morgan 1989 - 1990
Skills
Equities, Capital Markets, Investments, Risk Management, Derivatives, Options, Hedge Funds, Fixed Income, Quantitative Finance, Valuation, Financial Modeling, Finance, Market Risk, Trading, Economics, Quantitative Analytics, Equity Derivatives, Econometrics, Corporate Finance, Investment Banking, Statistics, Financial Analysis, Portfolio Management
Education
The University of Connecticut School of Business 2000 — 2001
PhD, Finance
University of Pennsylvania - The Wharton School 1987 — 1990
MA, ABD, Finance
The University of Connecticut School of Business 1985 — 1987
MBA
Universiteit van Tilburg 1984 — 1985
European Union Economics & Law Certificate
J.P. Morgan January 2015 - Present
J.P. Morgan July 2012 - December 2014
J.P. Morgan July 2011 - August 2011
DNB Markets July 2010 - July 2010
DNB June 2009 - August 2009
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Financial Accounting, Leveraged Finance, Private Equity, Hedge Funds, Investment Banking, Alternative Investments, Business Strategy, Management, Principal Investments
Education
The University of Edinburgh 2008 — 2012
MA (Hons), Master of Arts with Honors International Business & Finance
The University of Hong Kong 2010 — 2011
Oslo Handelsgymnasium 2005 — 2008
iModules Software July 2014 - Present
JK Internationale, LLC April 2013 - Present
J.P. Morgan January 2013 - July 2014
J.P. Morgan June 2011 - January 2013
The Tax Institute at H&R Block December 2009 - May 2011
Sprint July 2009 - December 2009
JusticePASH October 2008 - May 2009
Watt & Sylvia August 2006 - May 2008
Drafting Wills & Trusts Field Placement August 2006 - May 2008
Immigration Clinic August 2006 - May 2007
Skills
Corporate Law, Mediation, Mergers & Acquisitions, Tax Law, Civil Litigation, Legal Research, Contract Negotiation, Corporate Governance, Trusts, Litigation, Bankruptcy, Investments, Policy, Research, Legal Assistance, Westlaw, Legal Writing, Tax, Immigration Law, Wills, Analysis, International Law, Licensing, Finance, Intellectual Property, Non-profits, Legal Compliance, Estate Planning, Corporate Finance, ERISA, Trademarks, Data Security, SaaS, Privacy Regulations
Education
University of Massachusetts Dartmouth 2004 — 2007
JD, Tax, Estate Planning, Immigration
The University of Kansas 2000 — 2004
BA, Economics, Finance
Macquarie Capital August 2013 - Present
J.P. Morgan July 2008 - July 2013
Bear Stearns January 1997 - March 2008
J.P. Morgan June 1995 - January 1997
Boeing (DeHavilland Division) 1989 - 1993
U.S. Army, NATO, West Germany 1984 - 1989
Skills
Finance, Technical Analysis, Due Diligence, Process Improvement, Mergers, Operational Risk..., Business Strategy, Operations Management, Commodity, Program Management, Mergers & Acquisitions, Investment Strategies, Venture Capital, Sales, Leadership, Equity Trading, Investment Management, Relationship Management, Financial Services, Executive Management, Cross-functional Team..., Hedge Funds
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, Ecomonics
ARMY RANGER at Fort Benning, GA 1985 — 1985
RANGER TAB, Winter
United States Military Academy at West Point 1980 — 1984
Bachelor of Science (B.S.), Mechanical Engineering
Cressey & Company LP August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Apex Commercial Lawn Company August 2004 - June 2011
Spring Venture Group May 2010 - August 2010
Education
The University of Kansas 2008 — 2012
B.S., Finance & Accounting
Deloitte Consulting August 2012 - Present
J.P. Morgan May 2011 - August 2011
Project Princess April 2010 - April 2011
Southwestern Energy May 2010 - August 2010
Skills
Data Analysis, Financial Modeling, Project Management, Microsoft Excel, Strategy, Management Consulting, Pro Bono, Tableau
Education
The University of Texas at Austin 2008 — 2012
BBA, Business Honors, Finance
The University of Edinburgh 2009 — 2009
Business Law
J.P. Morgan January 2009 - Present
J.P. Morgan January 2006 - December 2008
J.P. Morgan March 2004 - December 2005
JP Morgan January 2002 - March 2004
Skills
Equities, Derivatives, Operations, Middle Office, Fixed Income, Regulatory Requirements, Clearing, Electronic Trading, Trading Systems, Murex, Interest Rate..., Credit Derivatives, FX Options, Prime Brokerage, Equity Derivatives, Swaps, Investment Banking, Hedge Funds, Capital Markets
Education
The University of Edinburgh 1997 — 2001
Bachelor of Commerce (B.Com.), Business and Accounting
J.P. Morgan June 2015 - August 2015
Wells Fargo Securities March 2013 - July 2014
Wells Fargo Securities July 2010 - March 2013
Zurich Insurance May 2009 - August 2009
J.P. Morgan October 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance, Risk Management, Data Analysis, Investments, Portfolio Management, Capital Markets, Microsoft Excel, Fixed Income, Quantitative Analytics, Derivatives, Credit Analysis, Financial Statement..., Analysis
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Wake Forest University 2006 — 2010
B.S., Mathematical Economics
Oxford and Cambridge Society of Toronto April 2015 - Present
SalesChoice Inc. January 2015 - Present
J. A. Robson Consulting Group November 2014 - Present
Helix Growth Partners October 2014 - Present
Quantica Trading July 2013 - August 2014
SunGard April 2012 - August 2013
R2 Financial Technologies September 2010 - April 2012
RBC Capital Markets October 2009 - September 2010
J.P. Morgan May 2009 - September 2009
Arrow Global Limited 2008 - 2009
Skills
Numerical Analysis, Financial Technology, Computational..., Machine Learning, Pattern Recognition, Fixed Income Technology, Fixed Income Strategies, Fixed Income Analysis, Risk Management, Enterprise Risk..., Trading Strategies, Derivatives, Idea Generation, Creativity, Pre-sales, Software Design, Statistics, Factor Analysis, Networking, Event Planning, Fundraising, MBS, Fixed Income, Hedge Funds, Strategy, Asset Management, Finance, Credit Derivatives, Market Risk, Capital Markets, Trading, Interest Rate..., Quantitative Finance, Structured Products, Financial Services, Electronic Trading, Equities, Financial Modeling, Management, Trading Systems, Analytics, Consulting, Start-ups, Financial Markets, Financial Risk
Education
University of Oxford 2001 — 2008
M.Sc. & D.Phil., Mathematics
The University of Manchester
M.Sc., Applied Numerical Computing
Macquarie Group September 2014 - Present
J.P. Morgan June 2011 - August 2014
Bank of America Merrill Lynch June 2010 - August 2010
Morgan Stanley Smith Barney March 2010 - June 2010
UBS Wealth Management May 2009 - August 2009
NYU Stern School of Business April 2009 - August 2009
NIH July 2006 - November 2006
Skills
VBA, SQL, Matlab, HTML, Reuters, Stata, SNL, Capital IQ, Investment Banking, Investments, Financial Modeling, Valuation, Bloomberg Terminal, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Bachelor of Science, Double Major in Finance and Information Systems; additional concentration in Economics
The University of Hong Kong 2009 — 2009
International Business Exchange (IBEX) Program, Faculty of Business and Economics
Cornell University September 2010 - Present
The Boston Consulting Group February 2013 - April 2013
ING Bank N.V. July 2009 - September 2009
J.P. Morgan June 2007 - August 2007
ABN AMRO Bank N.V. June 2006 - August 2006
Skills
Financial Modeling, Valuation, SAS, Stata, Bloomberg Terminal, Datastream, WRDS, Management Consulting, Quantitative Research, Due Diligence
Education
Cornell University 2008 — 2013
PhD, Applied Economics & Management, 3.7/4.0
The University of Hong Kong 2005 — 2008
Bachelor of Arts (B.A.), Economics / Finance, Upper 2.1st Class Honor
The University of Edinburgh 2006 — 2007
Bachelor of Arts (B.A.), Economics, 1st Class Honor
Tsinghua University 2004 — 2005
Bachelor of Arts (B.A.), Economics, 85/100
BECU November 2013 - Present
J.P. Morgan December 2012 - Present
JPMorgan Chase October 2011 - Present
iJet Onboard February 2010 - October 2011
JPMorgan Chase, formerly WaMu January 2006 - September 2009
Washington Mutual August 2000 - January 2006
HomeStreet Capital October 1996 - August 2000
Skills
Operations Management, Relationship Management, Operational Excellence, Leadership, Customer Service, Process Management, Leadership Development, Employee Engagement, High Performance Teams, Process Improvement, Banking, Credit, Performance Management, Risk Management, Call Centers, Management, Coaching, Mortgage Lending, Training, Loans, Operational Planning, Vendor Management, Change Management, Business Analysis, Strategic Planning, Program Management, Executive Management, Project Management, Forecasting, Analysis, Start-ups
Education
Pacific Coast Banking School, University of Washington, Seattle - Business School 2003 — 2006
Masters Level Extension Program, Banking
The University of Montana - School of Business Administration
Business Administration
JPMorgan Chase Bank, N.A. February 2013 - Present
J.P. Morgan February 2010 - February 2013
Wells Fargo 2005 - 2010
Education
The University of New Mexico
Economics
Sagent Advisors June 2014 - Present
DC Advisory April 2013 - Present
DC Advisory May 2010 - March 2013
Linklaters LLP March 2006 - April 2010
J.P. Morgan January 2005 - March 2005
Skills
Mergers & Acquisitions, Corporate Finance, Investment Banking, Private Equity, Due Diligence, M&A experience, Capital Markets, Restructuring, Valuation, Venture Capital, Equities, Financial Modeling
Education
College of Law 2005 — 2006
Graduate Diploma of Legal Practice, Law
The University of Queensland 1999 — 2005
Bachelor of Commerce (Honours) / Bachelor of Laws (Honours), Finance, Accounting, Law
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Imperial Capital, LLC September 2011 - December 2011
The Seaport Group June 2011 - August 2011
FocalPoint Partners, LLC May 2011 - June 2011
Skills
Financial Modeling, Financial Analysis, PowerPoint, Corporate Finance, Valuation, Investment Banking, Bloomberg, Private Equity, Equity Research, Equities, Capital Markets, Bloomberg Terminal, DCF, Microsoft Office, Microsoft Excel, Due Diligence
Education
University of Southern California - Marshall School of Business 2009 — 2013
B.S., Business Finance
The University of Hong Kong 2012 — 2013
International Exchange Program, Finance, General
J.P. Morgan May 2013 - December 2014
JPMorgan Chase October 2007 - May 2013
JPMorganChase August 2005 - October 2007
JPMorgan Chase May 2004 - August 2005
Enterprise Rent-a-car 2003 - 2004
American Express Financial Advisors 2001 - 2002
New England Financial 1997 - 2001
Education
University of Kansas 1998 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Appirio April 2015 - Present
TDE Distributing, LLC February 2014 - April 2015
J.P. Morgan March 2013 - February 2014
DHL Express January 2003 - February 2013
Delta Air Lines January 2000 - February 2003
FedEx Freight March 1997 - January 2000
AAA Cooper Transportation January 1995 - March 1997
Skills
CRM, Salesforce.com, Sales Process, Business Intelligence, Business Analysis, Sales Management, Program Management, Cross-functional Team..., Business Process..., Sales, Project Management, Siebel, Agile Methodologies, SDLC, Account Management, User Adoption, Sales Enablement, Sales Operations, Sales Effectiveness
Education
The University of Georgia 1989 — 1993
BA, Economics
Scout Investments January 2014 - Present
J.P. Morgan March 2012 - January 2014
J.P. Morgan Retirement Plan Services February 2009 - February 2012
J.P. Morgan Retirement Plan Services July 2007 - January 2009
DST Systems January 2006 - May 2007
Skills
Mutual Funds, Investments, Series 63, Financial Services, Series 6, Asset Allocation, Pensions, Project Management, Qualified Retirement..., Proposal Writing, Leadership, Technical Writing, Writing, Critical Thinking, Organizational..., Prioritize Workload, Multi-tasked, Work Management, Team-oriented, Resource Coordination
Education
University of Kansas 2001 — 2005
Bachelor of General Studies, English Language and Literature/Letters
J.P. Morgan August 2003 - Present
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Economics, International Business
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelor's Degree, BS in Finance, Minor in Technology & Management
Coach January 2014 - Present
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
Lazard December 2009 - May 2010
BayStreet Research, LLC June 2009 - October 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, LBO, Economics, M&A experience, DCF, Equity Research
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts (B.A.), Economics
Redondo Union High School 2003 — 2007
The University of Hong Kong
Faculty of Arts
River Birch Capital February 2012 - Present
Avesta Capital Advisors August 2011 - February 2012
J.P. Morgan July 2009 - August 2011
BB&T Capital Markets September 2008 - December 2008
J.P. Morgan June 2008 - August 2008
Deutsche Bank May 2007 - August 2007
Skills
Trading, Prime Brokerage, FINRA, Equity Research, Equities, Investments, Bloomberg, Securities, Series 7, Fixed Income, Corporate Finance, Hedge Funds, Swaps, Asset Management, Middle Office, Valuation, Alternative Investments, Equity Derivatives, Portfolio Management, Options, Client Services, Derivatives, Capital Markets, Bonds, Financial Services, Trading Systems, Due Diligence
Education
University of Richmond 2005 — 2009
Bachelor of Science in Business Administration, Finance & Economics
The University of Edinburgh 2007 — 2007
Economics
Solomon Schechter
Solomon Schechter
J.P. Morgan July 1982 - Present
JPMorgan Chase & Co. January 1995 - January 2000
First National Bank of Jackson, MS. March 1978 - July 1982
Skills
Financial Analysis, Portfolio Management, Business Strategy, Strategic Planning, Business Analysis, Financial Planning, Wealth Management, Wealth Management..., Asset Management, Risk Management, Asset Allocation
Education
The University of Southern Mississippi 1972 — 1976
Bachelor's Degree, Criminal Justice / Pre-Law
Manhattan Academy High School, Jackson, MS 1969 — 1972
U.S. Trust October 2014 - Present
J.P. Morgan August 2011 - October 2014
US Army November 2010 - October 2011
US Army January 2010 - October 2010
US Army July 2006 - April 2009
US Army April 2002 - August 2004
Skills
Combat, Microsoft Excel, Financial Analysis, Business Strategy, Diplomacy, Security+, Strategy, Surveillance, Vulnerability Assessment, Requirements Analysis, Inventory Management, Strategic Communications, Business Development, Lean Manufacturing, CISSP, Army, Operational Planning, Management, Risk Management, Security Clearance, Leadership, Organizational..., Government, Intelligence Analysis, Military, Command, Military Operations, Analysis, Military Experience, Program Management, National Security, Defense, Operations Management, Intelligence, DoD, Strategic Leadership, Security, Leadership Development, Policy, Crisis Management, Top Secret, Government Contracting, Executive Management, Cross-functional Team..., Counterterrorism, Contingency Planning
Education
United States Military Academy at West Point 1993 — 1997
BS, Civil Engineering/ History
The University of New Mexico 2004 — 2006
MA, Philosophy
Sandia 1989 — 1993
High School
GMP Securities August 2013 - Present
Global Hunter Securities October 2011 - July 2013
Cantor Fitzgerald March 2009 - September 2011
J.P. Morgan August 2004 - February 2009
Skills
High Yield, Hedge Funds, Credit Analysis, Capital Markets, Trading, Distressed Debt, Fixed Income, Equities, Emerging Markets, Capital Structure, Loans, Special Situations, Credit Derivatives, Alternative Investments, Bonds, Financial Modeling, Valuation, Bloomberg, Investment Banking
Education
The University of Connecticut School of Business
Bachelor of Science (BS), Accounting
Lexmark Enterprise Software July 2014 - Present
Lexmark Enterprise Software July 2010 - Present
Freelance Writer August 2004 - Present
J.P. Morgan August 2007 - July 2010
Lawrence Memorial Hospital October 2005 - September 2007
Focus Legal Solutions January 2005 - October 2005
Shook, Hardy & Bacon L.L.P. August 2000 - January 2005
Skills
Proposal Writing, Salesforce.com, Content Management, Marketing Communications, Technical Writing, Copy Editing, Copywriting, Corporate Communications, Account Management, Enterprise Software, Editing, Marketing, Public Relations, Newsletters, Media Relations
Education
The University of Kansas 1997 — 2000
BSJ, Journalism
J.P. Morgan April 2013 - May 2015
UBS July 2012 - March 2013
UBS June 2011 - August 2011
Credit Agricole CIB June 2010 - August 2010
Ariba International, Inc June 2009 - August 2009
Skills
Valuation, Financial Modeling, Bloomberg, Investment Banking, Corporate Finance, Financial Analysis, Bloomberg Terminal, Private Equity, Capital Markets, Due Diligence, Strategy, Finance
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Virginia 2008 — 2012
Bachelor of Science in Commerce, Finance and Management
DPS 2004 — 2008
IT Smart September 2002 - Present
IT Smart September 2002 - Present
J.P. Morgan 1996 - 2002
Chase 1995 - 1996
Citigroup (formaly Saloman Brothers/ Saloman Inc) 1993 - 1995
AT&T 1992 - 1993
York College, City University of New York 1986 - 1992
Skills
Disaster Recovery, Cloud Computing, Business Development, New Business Development, Virtualization, Security, Management Consulting, SaaS, Microsoft SQL Server, Troubleshooting, Account Management, Team Building, Strategic Planning, Team Leadership, Integration, Enterprise Software, Databases, Management, Solaris, Database Administration
Education
University of Essex 1985 — 1986
MS, Computer Studies –Artificial Intelligence
The University of Dundee
Postgraduate Diploma, Computer Science and Statistics
University of Peradeniya
BSc, Physics
J.P. Morgan July 2012 - Present
J.P. Morgan November 2009 - Present
Wachovia June 1995 - November 2009
Wachovia Bank 1995 - 2009
Education
The University of Georgia 1990 — 1995
Westside 1986 — 1990
Angel Oak Capital Advisors, LLC 2015 - Present
J.P. Morgan 2005 - 2015
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance, Economics
J.P. Morgan January 2015 - Present
J.P. Morgan February 2012 - January 2015
J.P. Morgan April 2010 - January 2012
Jefferies LLC July 2008 - April 2010
Bear Stearns July 2005 - June 2008
Education
University of Kansas 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
AVEX by IgniteUSA, a Newell Rubbermaid Company November 2011 - Present
J.P. Morgan October 1998 - March 2005
Fieldstone Private Capital Group, Inc. August 1997 - September 1998
Fieldstone Private Capital Group, Inc. April 1995 - July 1997
Fieldstone Private Capital Group, Inc. March 1994 - March 1995
US Leasing February 1991 - March 1994
Skills
Marketing, Public Relations, Marketing Strategy
Education
The University of Kansas 1989 — 1990
Master of Business Administration (MBA), Finance, General
University of Birmingham 1984 — 1988
Master's degree, Mechanical Engineering, Manufacture and Management
J.P. Morgan March 2013 - Present
Merrill Lynch June 2006 - February 2013
Los Alamos National Laboratory May 2004 - May 2005
Skills
Portfolio Management, Investment Strategies, Due Diligence, Chartered Financial..., Business Development, Capital Markets, Global Tactical Asset..., Project Management, Organizational..., Business Process..., Team Management, Bloomberg, Salesforce.com, Thomson One Analytics, Personal Financial...
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance with a minor in Political Science, Summa cum Laude
OppenheimerFunds August 2015 - Present
Grouture January 2012 - Present
J.P. Morgan August 2013 - July 2015
JP Morgan July 2011 - August 2013
SunTrust Bank August 2010 - June 2011
Suntrust May 2010 - August 2010
Cox Communications January 2009 - August 2009
FBR Capital Markets June 2008 - August 2008
Skills
Company Valuation, Mezzanine, Private Equity, Long/Short Equity, Event Driven, Hedge Funds, Commercial Real Estate..., Leveraged Finance, Project Management, Six Sigma, Quality Assurance, Project Planning, Alternative Investments, Financial Modeling, Investments, Emerging Markets, Strategy, Banking, Asset Management, Risk Management, Portfolio Management, Bloomberg, Valuation, Business Process, Analysis, Derivatives, Management, Telecommunications
Education
The University of Georgia 2006 — 2010
Management Information Systems
Paramus Catholic High School 2002 — 2006
J.P. Morgan June 2015 - August 2015
Opower June 2013 - July 2014
Freeman, Sullivan & Co. August 2010 - May 2013
Education
The University of Chicago Booth School of Business 2014 — 2016
MBA, Finance, Accounting, and Entrepreneurship
University of California, Berkeley 2006 — 2010
BA, Environmental Economics and Policy, Minor in Music
Goldman Sachs April 2015 - Present
JPMorgan Chase & Co. January 2015 - April 2015
J.P. Morgan 2011 - January 2015
J.P. Morgan February 2007 - April 2011
J.P. Morgan 2006 - 2007
Education
The University of Dallas
Master of Business Administration (M.B.A.), MBA
The University of Texas at Arlington
Bachelor's Degree, Finance
ISTYLEMYSELF July 2011 - Present
Goldman Sachs September 2009 - July 2011
J.P. Morgan June 2007 - September 2009
Wealth and Investment Management at Barclays 2006 - 2006
Skills
Wealth Management, Investment Banking, Equities, Hedge Funds, Private Banking, Venture Capital, Private Equity, Emerging Markets, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Derivatives, Asset Management, Investments, Fixed Income, Capital Markets, Alternative Investments, Valuation, Due Diligence, Financial Modeling, Financial Markets, Bloomberg, Corporate Development, Start-ups, Entrepreneurship
Education
The University of Manchester 2004 — 2005
Master of Science (MSc), Finance and Economics
Argonne National Laboratory July 2015 - Present
Heartland Payment Systems June 2014 - March 2015
J.P. Morgan January 2004 - June 2014
Lyric Opera of Chicago September 1998 - January 2014
Bank One August 2002 - January 2004
ComCorp, Inc. June 1997 - August 2002
Skills
Creative Direction, Art Direction, Branding & Identity, Brand Development, Marketing Strategy, Integrated Marketing, Strategy, Graphic Design, Advertising, Marketing Communications, Project Management, Vendor Management, Management, Budget Management, Financial Services, Strategic Vision
Education
University of Kansas
BFA, Visual Communications – Design
Private Property Management 2014 - Present
J.P. Morgan November 2012 - May 2014
Skills
Customer Service, Real Estate, Microsoft Word, PowerPoint, Marketing, Negotiation
Education
The University of Memphis—Cecil C. Humphreys School of Law 2015 — 2018
Doctor of Law (J.D.), Law
University of Southern California 2013 — 2015
Bachelor of Arts (B.A.), Economics
J.P. Morgan July 2015 - Present
University of Dallas August 2013 - May 2015
J.P. Morgan June 2014 - August 2014
DICK'S Sporting Goods June 2013 - September 2013
Skills
Eagle Scout, Highly Organized, Business Process..., Project Leadership, Microsoft Office, Microsoft Excel, Customer Service, Bilingual Communications, Spanish, Organizational..., Team Leadership, Budget Management, Data Analysis, Database Management, Leadership, Public Speaking, Time Management, Event Planning, PowerPoint, Teaching
Education
The University of Dallas 2011 — 2015
Bachelor of Arts (B.A.), Business w/ Spanish Concentration, Senior
Jesuit College Prep. Dallas TX 2007 — 2011
United Concordia January 2013 - Present
State Farm Insurance August 2008 - 2012
CIGNA Healthcare January 1999 - July 2008
Janssen, Pharmaceutical Companies of Johnson and Johnson January 1997 - August 1998
J.P. Morgan October 1990 - January 1997
Skills
Account Management, Budgets, CRM, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Leadership, Marketing, New Business Development, Sales, Strategic Planning, Training, Brokers, Healthcare
Education
University of Southern Mississippi
BS, Business/Marketing
Royal Bank of Scotland July 2014 - Present
Royal Bank of Scotland July 2013 - Present
JPMorgan Chase & Co. October 2011 - July 2013
J.P. Morgan October 2007 - October 2011
J.P. Morgan July 2006 - October 2007
Skills
Global Management, Projects, Foreign Exchange, Rates, FX Options, Global Trade Management, Operations Management, Career Development, Recruiting, Electronic Trading, Structured Products, Strategy, Commodity, Management, Middle Office, Currency, Options, Investment Banking, Trading
Education
The University of Connecticut School of Business 2002 — 2006
Finance, General
HSBC Global Banking and Markets September 2014 - Present
Bank of America May 2010 - April 2014
J.P. Morgan May 2006 - March 2010
Lehman Brothers March 2004 - March 2006
ABN AMRO Bank N.V. August 1997 - February 2004
Skills
FX trading, FX Options, Data Analysis, Derivatives, Trading Strategies, Index Options, Fixed Income, Hedging, Hedge Funds, Options, Risk Management, FX Trading
Education
The University of Chicago Booth School of Business 2001 — 2004
Master of Business Administration (MBA), International Finance
University of Michigan 1993 — 1997
Bachelor of Arts (B.A.), Economics
Water Street Healthcare Partners August 2013 - Present
Avista Capital Partners August 2009 - July 2011
J.P. Morgan July 2007 - July 2009
J.P. Morgan June 2006 - August 2006
Skills
Private Equity, Financial Modeling, Mergers, LBO, Investment Banking, Due Diligence, Carve-outs, Financial Analysis, Corporate Finance, Capital Markets, Valuation, Debt & Equity Financing, Alternative Investments, Buyouts, Competitive Analysis, Business Strategy
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Concentrations in Finance, Entrepreneurship and Strategic Management, High Honors
University of Pennsylvania - The Wharton School 2003 — 2007
B.S. in Economics, Concentrations in Finance and Accounting, Summa Cum Laude
J.P. Morgan Managing DirectorSunTrust Robinson HumphreyFebruary 2012 - July 2015
StoneCastle Securities, LLC May 2010 - February 2012
RBC Capital Markets - New York April 2007 - December 2009
Credit Suisse - New York September 2002 - February 2007
Credit Suisse - Chicago January 2000 - May 2001
Credit Suisse - London July 1994 - July 1996
Credit Suisse - New York July 1992 - July 1994
Skills
Investment Banking, Capital Markets, Private Equity, Venture Capital, Mergers, Equity Capital Markets, Corporate Finance, Investments, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1997 — 1999
M.B.A, Finance, Accounting, and Entrepreneurship
University of Chicago Law School 1996 — 1999
J.D, Corporate, Securities, and Tax law
University of Chicago Department of Economics 1991 — 1992
M.A
The University of Chicago 1988 — 1991
B.A, Economics
EY June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
The Walt Disney Company May 2013 - December 2013
Levine & Eskandari LLC June 2010 - August 2011
Wenck Associates, Inc. January 2011 - April 2011
The American Academy of Medical Management September 2010 - December 2010
Skills
Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, Research, Customer Service, PowerPoint, Teamwork, Time Management, Social Media, Strategic Planning, Finance
Education
The University of Georgia 2012 — 2015
Bachelor's degree, Finance and International Business, Minor in French, 3.95/4.0
University of Georgia - Terry College of Business 2012 — 2015
Finance and International Business, French Minor, Finance and International Business
J.P. Morgan Private Bank 2003 - Present
J.P. Morgan 1996 - 2003
J.P. Morgan 1994 - 1996
Skills
Investment Banking, Wealth Management, Derivatives, Equities, Hedge Funds, Equity Derivatives, Structured Finance, Capital Markets, Private Equity, Investments, High Net Worth..., Portfolio Management, Corporate Development, Financial Modeling, Asset Managment, Corporate Finance, Asset Allocation
Education
The University of Queensland
B.Com (Hons) / LLB (Hons), Finance, Law
J.P. Morgan June 2015 - Present
Spectrum Brands April 2014 - Present
University of Georgia in Terry College of Business August 2013 - Present
The Silver Dollar Bar April 2013 - Present
After Midnight Parties April 2013 - Present
Intra-Fraternity Council January 2013 - Present
WhiskeyBent January 2012 - March 2013
YMCA Camp High Harbor May 2009 - July 2012
Skills
Microsoft Excel, Microsoft Word, Student Leadership, Public Speaking, Time Management, Money Management, Social Skills, Social Networking, Social Media Marketing, Economics, Investments, Financial Analysis, Bond Markets, Social Media, Website Development, Spanish, PowerPoint, Event Planning, Market Research, Fundraising, Microsoft Office, Team Leadership, Teamwork, Data Analysis, Highly personable
Education
The University of Georgia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Business with a minor in Spanish, Third year
J.P. Morgan January 2015 - Present
JPMorgan Chase January 2014 - January 2015
JPMorgan Chase June 2013 - January 2014
JPMorgan Chase August 2012 - June 2013
JPMorgan Chase May 2011 - August 2011
Education
The University of Georgia 2008 — 2012
Banking & Finance
J.P. Morgan July 2015 - Present
Morningstar July 2010 - July 2015
Skills
Equity Research, Equities
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Accounting, Entrepreneurship
University of Chicago 2006 — 2010
BA, Public Policy, Honors
FIS November 2008 - Present
Fujitsu September 2006 - October 2008
J.P. Morgan March 2006 - September 2006
The University of Kansas August 2003 - March 2006
Skills
Agile Methodologies, Java Enterprise Edition, J2EE Application..., Web Services, SOAP (JAX WS), REST (JAX RS), XML, JSON, J2EE Web Services, Software Development, SDLC, HTML 5, jQuery, JavaScript, AngularJS, SOA, Data Modeling, Web Applications, LDAP, HP Fortify Static Code..., Payment Card Processing, Eclipse, Database Design, SQL, E-commerce SEO, Information Retrieval, Transaction Processing, J2ME, Integration, Java, Oracle, Requirements Analysis
Education
University of Kansas
Master's Degree, Computer Science
University of Kansas
Bachelor's Degree, Computer Science
J.P. Morgan October 2013 - Present
Ned Davis Research Group April 2010 - September 2013
Trademark Global, Inc. August 2009 - April 2010
Kum & Go October 2007 - June 2008
Goldman Sachs June 2005 - August 2005
Skills
Sales, Financial Services, Social Media, Research, Marketing, Customer Service, Investment Research, Salesforce.com, Microsoft Office, Account Management, Strategic Planning, Management, Business Development, Leadership, Event Planning, Microsoft Excel, Investments, Alternative Investments, Fundraising, Analysis, Market Research, Hedge Funds, Mutual Funds, Asset Allocation, Wealth Management
Education
The University of Manchester 2006 — 2008
Masters, Sothebys, Art Business, graduated with honors
University of Colorado at Boulder 2002 — 2006
Bachelor of arts, Art history
Newton Country Day School 1998 — 2002
High School
J.P. Morgan November 2012 - Present
J.P. Morgan September 2010 - November 2012
GE Corporate Finance Bank September 2008 - September 2010
GE Capital July 2006 - August 2008
Skills
Valuation, US GAAP, IFRS, Trading Systems, Dodd-Frank, Impairment, Loss Reserving, Presentations, Six Sigma, Business Process..., Financial Reporting, Financial Accounting, Financial Modeling, Financial Audits, Team Leadership, Derivative Operations, Fixed Income, Leveraged Finance, PnL Management, Process Control, Project Management, Financial Analysis
Education
The University of Manchester 2002 — 2006
2.1, BAEcon (Hons) Accounting & Finance
J.P. Morgan July 2015 - Present
J.P. Morgan May 2012 - July 2015
JPMorgan Chase September 2011 - May 2012
Corinthian Partners L.L.C. July 2011 - September 2011
UBS Wealth Management January 2011 - June 2011
CBOT June 2009 - August 2009
Blue Capital Group June 2009 - August 2009
IOCOM June 2009 - August 2009
Skills
Investments, Valuation, Financial Analysis, Financial Modeling, Securities, Trading
Education
Investment Banking Institute 2011 — 2011
Training Program
The University of Georgia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Black & Veatch March 2015 - Present
Ryan Transportation Service, Inc. June 2012 - December 2014
J.P. Morgan October 2005 - February 2012
J.P. Morgan Retirement Plan Services September 2003 - October 2005
Skills
Sales, Marketing, Process Improvement, New Business Development, Strategic Planning, Marketing Strategy, Account Management, Project Management, Business Development, Operations Management, Salesforce.com, Microsoft Office, Sales Management, Customer Service, Microsoft Dynamics, Adobe Acrobat, Nitro, CRM databases, Email Marketing, Outbound Marketing, Inbound Marketing, Inbound Lead Generation, Organizational..., Analytic Problem Solving, Goal-driven leader
Education
The University of Kansas 1999 — 2003
Liberal Arts, Psychology, minor in Sociology
J.P. Morgan December 2013 - Present
Northern Trust July 2012 - December 2013
State Street January 2012 - July 2012
State Street July 2010 - January 2012
Spectrum Business Ventures January 2010 - July 2010
Bonnie Barrett Gardens August 2004 - November 2009
Student Financial Aid Services Inc. January 2009 - August 2009
Sigma Phi Epsilon May 2007 - May 2008
Skills
Financial Accounting, Superior Client Service, Account Reconciliation, Management, Financial Reporting, Investor Relations, Sales Support Tools, Accounting, Account Management, Microsoft Office, Private Equity, Mutual Funds, Alternative Investments, Equities, Fixed Income, Fund Accounting
Education
The University of Kansas 2005 — 2009
Bachelor of Science, Finance
J.P. Morgan July 2014 - Present
J.P. Morgan June 2010 - July 2014
Mfuse Ltd January 2010 - May 2010
Mfuse Ltd November 2008 - January 2010
Rapid Mobile March 2005 - November 2008
Skills
Java, JavaSE, J2ME, Mobile Applications, Mobile Devices, Core Java, Maven, Software Development, Multithreading, Equity Derivatives, Distributed Systems, SOAP, Blackberry, Java Enterprise Edition, Gemfire, Eclipse, Subversion, Apache Derby, Hudson, Tomcat, Scrum, Test Driven Development, Ant, Spring, Hibernate, JMS, SOA, Garbage Collection, Risk Management, JUnit, Distributed Caching, Protocol Buffers, Financial Risk, Cassandra, MongoDB, NoSQL, Groovy, Grails, TeamCity, JSON, Bash, REST, Mobile Technology, J2SE, Mobile, Thrift, Trove, Gradle, Git, JSP
Education
The University of Edinburgh 1999 — 2003
BSc. (Hons), Computer Science
American School of Brasilia 1990 — 1999
University of California, Berkeley, Haas School of Business August 2014 - Present
UNSW Business School March 2012 - April 2013
J.P. Morgan January 2010 - February 2012
The University of Queensland February 2008 - December 2009
Skills
Corporate Finance, Investment Banking, Venture Capital, Private Equity, Capital Markets, Mergers & Acquisitions, Business, Financial Analysis, Financial Modeling, Financial Accounting, Corporate Law
Education
University of California, Berkeley 2013 — 2018
Doctor of Philosophy (PhD), Finance, General
The University of Queensland 2004 — 2009
Bachelor of Commerce (B.Com.), Finance, General
The University of Queensland 2004 — 2009
Bachelor of Laws (LLB), Banking, Corporate, Finance, and Securities Law
J.P. Morgan April 2015 - Present
Conquest Energy LLC August 2014 - April 2015
SunCoast Land Services, Inc. January 2012 - August 2014
Consolidated Lenders Resource/Fidelity National Title December 2010 - December 2011
Skills
Energy Industry, Oil & Gas Industry, Due Diligence, Negotiation, Leases, Title Opinions, Oil, Minerals, Natural Gas, Energy, Research, Lease Negotiations, Oil & Gas, Contract Negotiation, Titles, Petroleum
Education
University of Denver - Daniels College of Business 2007 — 2009
BSBA
University of Kansas 2005 — 2007
Bachelor of Business Administration (B.B.A.)
Undisclosed September 2014 - Present
J.P. Morgan January 2013 - September 2014
J.P. Morgan February 2012 - January 2013
Riling, Burkhead & Nitcher January 2008 - May 2011
Kansas City Workers' Justice Center April 2006 - April 2009
Infotek Services, Inc. May 2005 - June 2006
Skills
Corporate Law, Immigration Law, LLC, Legal Writing, Legal Research, Employment Law, Employment..., 401k, Qualified Retirement..., Mutual Funds, Microsoft Excel, Access Database, Visio, Analysis
Education
University of Kansas School of Law 2001 — 2004
Juris Doctor, Law
The University of Kansas 1996 — 2000
B.S., Business Administration
J.P. Morgan April 2015 - Present
J.P. Morgan July 2013 - March 2015
J.P. Morgan June 2012 - August 2012
Kaufman Hall & Associates December 2010 - July 2011
Kaufman Hall & Associates December 2009 - December 2010
Kaufman Hall & Associates November 2007 - December 2009
Applied Materials, Inc. August 2005 - November 2007
University of Iowa Biofilm Lab August 2003 - July 2005
Genesis Medical Center Cardiac Research July 2003 - August 2003
Dr. Michael Giudici June 2002 - August 2002
Skills
Healthcare, Strategic Planning, Research, Finance, Business Strategy, Auditing, Mergers & Acquisitions, Financial Modeling, Strategy, Financial Analysis, Business Development, Hospitals, Valuation
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University of Iowa 2001 — 2005
BA, Economics
My new job July 2015 - Present
USDA March 2014 - May 2015
Hallmark Cards September 2013 - February 2014
Cerner Corporation May 2012 - September 2013
J.P. Morgan November 2011 - April 2012
VML September 2011 - October 2011
Computerized Assessment & Learning July 2011 - September 2011
BNSF Railroad March 2011 - June 2011
Associated Wholesale Grocers July 2010 - March 2011
Blue Cross Blue Shield of Kansas City June 2009 - July 2010
Skills
Java, J2EE 1.4, JSP, Servlets, SQLJ, JavaScript, HTML, CSS, XML, AJAX, Struts, Spring, Hibernate, Toplink, JDBC, Quartz, Awk, Sed, Ant, RAD, Eclipse, Subversion
Education
Wichita State University 1987 — 1995
Bachelor of Science (BS), Computer Science
Hutchinson HIgh School 1979 — 1982
Central Jr. High
The University of Kansas
Auda Alternative Investments February 2015 - Present
Auda Private Equity LLC August 2010 - January 2015
Greenhill & Co. August 2008 - July 2010
J.P. Morgan July 2007 - May 2008
J.P. Morgan June 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Investments, Investment Banking, Mergers & Acquisitions
Education
University of Georgia - Terry College of Business 2005 — 2007
The University of Georgia 2003 — 2007
Finance
J.P. Morgan December 2011 - Present
SunTrust Robinson Humphrey May 2005 - December 2011
Skills
Financial Structuring, Corporate Finance, Middle Market, Leveraged Finance, Investment Banking, Structured Finance, Capital Markets, Asset Based Lending, Financial Modeling, Private Equity, Valuation, Portfolio Management, Mergers & Acquisitions, Credit Analysis, Banking, Equities, Fixed Income
Education
The University of Georgia 1982 — 1986
BBA, Finance
J.P. Morgan May 2013 - Present
KANA Software June 2011 - May 2013
JPMorgan Chase 2007 - September 2011
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, SQL, Agile Methodologies, Business Intelligence, DB2, User Acceptance Testing, Vendor Management, Process Improvement, Visio, XML, Integration, SharePoint, Enterprise Architecture
Education
University of Missouri-Kansas City 2006 — 2008
MBA
The University of Kansas 2000 — 2004
Strategy& (formerly Booz & Co.) August 2015 - Present
Booz & Company June 2014 - August 2014
Yuva Pratishthan June 2006 - August 2013
Universal Consulting India Pvt Ltd February 2010 - June 2013
J.P. Morgan August 2009 - February 2010
Skills
Financial Modeling, Business Strategy, Strategy, Corporate Finance, Analysis, Data Analysis, Strategic Planning
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Cathedral and John Connon School 1992 — 2003
I.C.S.E
J.P. Morgan July 2004 - Present
Simdesk Technologies May 2002 - June 2004
No Limit Systems April 2000 - April 2002
The Walt Disney Company 1999 - 2001
Infinity Software Development 1997 - 1999
Education
The University of Edinburgh 1996 — 1996
Political Science and Government, 4.0
University of Southern Mississippi 1994 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General, 3.85
J.P. Morgan November 2011 - January 2015
JPMorgan October 2001 - November 2011
Education
Glasgow University 1993 — 1998
Batchelor of Science (Hons), Zoology
Bell Baxter High School 1987 — 1993
Citi January 2014 - Present
J.P. Morgan July 2008 - December 2013
Bear Stearns & Co June 2006 - July 2008
Citi July 1999 - June 2006
Skills
Equities, Product Control, Valuation, Capital Markets, Financial Modeling, Banking, Corporate Finance, Financial Markets, Derivatives, Investment Banking, Financial Analysis, Corporate Development, Risk Management, Business Analysis, Finance, Financial Services, Options, Trading Systems, Equity Derivatives, Business Planning, Structured Products, Emerging Markets, Treasury, Credit Risk, Structured Finance
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science (B.S.), Finance and Management
The University of Hong Kong 2009 — 2011
Master of Laws (LL.M.), Financial and Corporate Law
J.P. Morgan September 2014 - Present
J.P. Morgan May 2010 - September 2014
J.P. Morgan April 2008 - May 2010
J.P. Morgan November 2005 - March 2008
HSBC September 2003 - October 2005
ABN AMRO July 2000 - September 2002
AIG February 2000 - July 2000
Skills
Equities, Financial Services, Securities, Market Risk, Credit Risk, Derivatives, Bloomberg, Corporate Actions, P&L, Product Control, Investment Banking, Global Custody, Financial Markets, Portfolio Management, Risk Management
Education
The University of Hong Kong 2001 — 2003
HKSI Diploma
UNSW Australia 1997 — 1999
BCom, Finance & Information Systems
Chase April 2012 - Present
J.P. Morgan June 2010 - April 2012
CBRE February 2009 - June 2010
R.M. Watson Co. February 2006 - June 2010
Teutsch Partners July 2004 - February 2006
Colliers International September 1998 - July 2004
Skills
Multifamily Lending, ARGUS models, Commercial Real Estate, Banking, Marketing Management, Financial Analysis, Finance, Loans, Portfolio Management, Asset Management, Investments, Management, Sales, Investment Properties, Real Estate, Underwriting
Education
University of Kansas 1994 — 1998
J.P. Morgan June 2006 - Present
Skills
Investment Banking, Capital Markets, Financial Modeling, Bonds, Valuation, Fixed Income, Healthcare, Derivatives, Bloomberg, Structured Products, Private Equity, Financial Analysis, Mergers, Equities, Corporate Finance, Debt & Equity Financing, Consumer Healthcare
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Business
The University of Chicago 2004 — 2006
MPP, Public Policy
The University of Chicago 2002 — 2005
BA, Public Policy
Allstate Alternative Investments—Private Equity July 2008 - Present
JP Morgan July 2006 - June 2008
J.P. Morgan 2006 - 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2002 — 2006
BA Finance, Business
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS Finance
JPMorgan Chase 2008 - Present
JP Morgan 2008 - Present
J.P. Morgan Retirement Plan Services 2008 - Present
American Century 2000 - Present
J.P. Morgan 2008 - 2012
American Century Investments 2000 - 2008
Aventis Pharmaceuticals 1986 - 2000
Marion Laboratories 1986 - 2000
sanofi-aventis 1986 - 2000
Marion Merrell Dow 1986 - 2000
Education
The University of Kansas
Bachelor of Science, Secondary Education
University of Missouri-Kansas City
Master of Arts, English
Raymond James Financial Inc. July 2014 - Present
J.P. Morgan June 1990 - July 2014
Education
The University of Georgia
BA, Economics
J.P. Morgan 2014 - Present
Bank of America 2010 - 2014
WCG Management 2007 - 2010
Merrill Lynch 2002 - 2007
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
Self employed July 2012 - Present
Datapipe November 2008 - June 2012
Alphamedica, Inc 2005 - 2008
J.P. Morgan 2002 - 2005
Catalyst Communications 1997 - 2000
Skills
Financial close and..., Policies and controls, Budgeting and..., Start-up operations, Acquisitions and..., Cost control and..., Coaching and mentoring, Skilled negotiator, Sourcing/Implementing..., Outsourcing & Training, Operational Management..., Covenants, Analysis, Training, Forecasting, Negotiation, Finance, Operations Management, Restructuring, Budgets, Insurance Policies, Technology, System Administration, Outsourcing, Leadership, Financial Modeling, Project Planning, Start-ups, Financial Accounting, Business Development, Contract Negotiation, Business Planning, Internal Audit, Managerial Finance, Auditing, Process Improvement, Divestitures, Mergers, Acquisitions, Internal Controls, Financial Reporting, Strategic Financial..., Strategic Planning, ERP, Financial Analysis, Business Strategy, Strategy, Management, Risk Management, Market Research
Education
The University of Manchester
BS, Finance & Accounting
Self Employed June 2013 - Present
Cravath, Swaine & Moore LLP June 1995 - June 2013
J.P. Morgan June 1983 - June 1995
Skills
Budgets, Strategic Planning, Customer Service, Process Improvement, Microsoft Excel, Business Analysis, Project Management, Change Management, Business Strategy, Human Resources, Lotus Notes, Payroll
Education
The University of Connecticut School of Business 1975 — 1977
MBA, Finance
University of Connecticut 1963 — 1967
BA, History
GameStop May 2012 - Present
Penson Financial Services 2011 - 2012
Wells Fargo / H.D. Vest Financial Services 2009 - 2011
J.P. Morgan 2007 - 2009
RealPage, Inc. 2003 - 2007
Education
The University of Memphis
Bachelor of Business Administration (B.B.A.), Finance
Commercial Property Professionals March 2015 - Present
J.P. Morgan August 2013 - March 2015
Treehouse Kid & Craft January 2013 - May 2013
Special Olympics Georgia 2011 - 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media
Education
The University of Georgia 2009 — 2013
J.P. Morgan February 2012 - Present
JP Morgan July 2010 - February 2012
RBS Sempra Commodities April 2008 - July 2010
Sempra Energy Trading February 2002 - April 2008
Enron January 2001 - February 2002
Domestic & General October 1999 - December 2000
Skills
Electronic Trading, Trading Systems
Education
The University of Manchester 1996 — 1999
BA(Hons), Economics
American Express April 2014 - Present
American Express June 2012 - March 2014
RBC Capital Markets June 2010 - June 2012
J.P. Morgan July 2008 - August 2009
Lehman Brothers July 2002 - July 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Capital Markets, Due Diligence, Finance, Equities, Mergers & Acquisitions, Portfolio Management
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance
NYU Stern School of Business 1998 — 2002
BS, Finance
GJF Professional Polygraph August 1996 - Present
Global Criminal Justice Solutions, LLC April 2014 - October 2014
GJF Professional Polygraph/Security Consultants July 1997 - March 2014
Barrick Gold Corporation September 2012 - July 2013
GJF Professional Polygraph Services May 1984 - 2012
Maximum Security Corporation October 1997 - October 2002
J.P. Morgan March 1997 - March 1999
United States Department of Justice-Drug Enforcement Administration June 1974 - June 1996
US Drug Enforcement Administration 1974 - 1996
Skills
Law Enforcement..., Specialized Training, Basic Skills, Investigative Reporting, Enforcement, Investigations, Criminal Law, Surveillance, Government Agencies, Crisis Management, Fraud, Policy, Background Checks, Security, Management Consulting, Microsoft Office, Writing, Coaching, Teaching, Customer Relations, Excel, Public Speaking, Negotiation, Strategic Planning, Word, Administration, Public Relations, Spanish, Change Management, Editing, Budgeting, PowerPoint, Problem Solving, Planning, Employee Relations, Psychology, Social Media, Organizational..., Performance Management, Government, Team Building, Program Management, Supervisory Skills, Contract Negotiation, Police, Law Enforcement, Criminal Investigations, Interviewing, Interrogation, Criminal Justice
Education
University of Virginia 1987 — 1987
Graduate School, Psychology
DEA Basic Agent Training 1974 — 1974
The University of Georgia 1966 — 1968
Bachelor of Arts, Romance Languages
The University of Georgia 1966 — 1968
B.A., Spanish Language and Literature, 3.0
J.P. Morgan February 2013 - Present
UBS August 2012 - January 2013
UBS June 2011 - December 2011
Fund of Hedge Funds project August 2010 - December 2011
Coopertire and Rubber Trading 2008 - 2010
LG Corp. 2006 - 2008
Skills
Excel, VBA, SAP, Matlab, PowerPoint, Bloomberg Terminal, Risk Metrics, Derivatives, Risk Management, Credit Risk, SQL, SAS, Market Risk, Country Risk Analysis, Access
Education
The University of Connecticut School of Business 2010 — 2011
MS, Financial Risk Management
J.P. Morgan July 2015 - Present
Maestro Food Co. September 2014 - June 2015
J.P. Morgan June 2014 - August 2014
Oppenheimer & Co. Investment Banking July 2010 - August 2013
Skills
Valuation, Investment Banking, Financial Modeling, Capital IQ, Bloomberg, Finance, Due Diligence, Mergers & Acquisitions, Equities
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Accounting & Entrepreneurship
University of Pennsylvania 2006 — 2010
Bachelor of Arts (B.A.), Economics
Stamford High School 2002 — 2006
Amazon May 2014 - Present
eBay Inc October 2012 - May 2014
J.P. Morgan May 2010 - October 2012
Deutsche Bank September 2008 - February 2010
Skills
JMS, Spring, Market Risk, Java, SQL, Investment Banking, Enterprise Architecture, Python, Commodity, Algorithms, Design Patterns
Education
The University of Glasgow 2004 — 2008
PhD, Computer Science
The University of Glasgow 2000 — 2004
BSc, Software Engineering
J.P. Morgan July 2012 - Present
Skills
General Ledger, Journal Entries, Microsoft Dynamics, Bank Reconciliation, Financial Reporting, Security Clearance, PeopleSoft, Cash Flow Forecasting, Vlookup, Pivot Tables, Budget Forecasts
Education
Towson University, School of Economics and Business 2010 — 2012
Master of Science, Accounting and Business Advisory
The University of New Mexico 2005 — 2008
Master of Arts (M.A.), Sociology
Bank of America September 2006 - Present
J.P. Morgan August 2004 - August 2006
Bank One June 2001 - July 2004
Skills
Credit Risk, Credit Cards, Portfolio Management, SAS, Risk Management, Banking, Operational Risk...
Education
The University of Delaware 2000 — 2001
Masters of Computer and Information Sciences
The University of Queensland 1998 — 1999
Masters of Business
HD Supply April 2015 - Present
WESCO Distribution August 2014 - April 2015
Ogilvy Public Relations September 2013 - August 2014
DF King Worldwide November 2011 - September 2013
Maitland October 2008 - October 2011
J.P. Morgan August 2005 - October 2008
Skills
Investor Relations
Education
The University of Manchester 2001 — 2005
MA, Law and Accounting
Iron Point Partners, LLC August 2013 - Present
J.P. Morgan April 2011 - July 2013
CB Richard Ellis February 2008 - March 2011
Citi October 2005 - October 2007
Skills
Account Reconciliation, Fund Accounting, Accounts Payable, Accounting, General Ledger, Financial Analysis, ADP Payroll, Financial Reporting
Education
The University of Dallas
Master of Business Administration (M.B.A.), Accounting
Great-West Financial September 2014 - February 2015
Advised Assets Group LLC 2015 - 2015
J.P. Morgan October 2013 - September 2014
J.P. Morgan February 2012 - September 2013
Skills
Investments, Negotiation, Relationship Management, Financial Analysis, Risk Management, Strategic Planning, Research, Project Management, Business Strategy, Estate Planning
Education
University of Kansas School of Law 2008 — 2011
Juris Doctor (J.D.), Law
The University of Kansas 2002 — 2008
BA, Psychology
J.P. Morgan July 2013 - Present
Education
University of Kansas 2009 — 2013
Above All Construction LLC June 2014 - Present
J.P. Morgan June 2013 - Present
Kansas City Bindery and Mailing May 2010 - November 2012
Finishline Carwash September 2005 - May 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Customer Service, Research, Public Speaking, Event Planning, Facebook, Teamwork, Photoshop, Leadership, Marketing, Public Relations, Sales, Operations Management, Account Management
Education
University of Kansas 2010 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JCCC 2008 — 2011
Associates of Liberal Arts and Sciences
Thrivent Trust Company July 2012 - Present
J.P. Morgan October 2006 - July 2012
Associated Bank October 2000 - October 2006
Skills
Series 7, Portfolio Management, Credit, Loans, Financial Analysis, Asset Management, Investment Advisory
Education
The University of North Dakota School of Law 1983 — 1986
Doctor of Law (JD)
The University of North Dakota 1979 — 1983
J.P. Morgan February 2010 - Present
J.P. Morgan April 2005 - January 2010
J.P. Morgan July 2004 - April 2005
J.P. Morgan July 2002 - July 2004
Koch Industries July 2000 - July 2002
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Asset Management, Valuation, Investments
Education
University of Kansas 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of Kansas 1993 — 1999
Bachelor of Science (B.S.), Education, Sports Management
J.P. Morgan May 2003 - Present
TIAA-CREF 2013 - 2015
American Century Investments September 1991 - May 2005
Pizza Hut August 1990 - February 1991
Skills
Financial Services, Customer Service, Benefit Plan..., Retirement, Investments, Mutual Funds
Education
University of Kansas 1986 — 1990
Bachelor of Arts (B.A.), Communication, General
Truman High School
Credit Union of Texas March 2015 - Present
Wingspan Portfolio Advisors September 2013 - March 2015
Nationstar Mortgage July 2013 - September 2013
J.P. Morgan February 2013 - June 2013
Supreme Lending 2004 - 2008
BSM Financial October 2001 - December 2003
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Accounts..., General Ledger, Bank Reconciliation, Account Reconciliation, Customer Service, Payment Services, Variance Reports, Financial Reporting
Education
The University of South Dakota 2008 — 2012
Masters of Professional Accountancy
The University of South Dakota 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
J.P. Morgan March 2013 - Present
J.P. Morgan March 2012 - March 2013
J.P. Morgan February 2011 - February 2012
J.P. Morgan August 2008 - October 2010
J.P. Morgan September 2006 - July 2008
J.P. Morgan February 2005 - September 2006
J.P. Morgan January 2004 - February 2005
J.P. Morgan September 2001 - May 2003
J.P. Morgan January 2001 - September 2001
Skills
Financial Accounting, Fund Accounting, Cash Management, Offshore Operations, Operations Management, Project Management, Corporate Actions, Private Placements
Education
University of Delaware 2006 — 2008
Executive Masters of Business Adminstration, Business Administration and Management, General
The University of Manchester 1994 — 1998
BSc, Finance and Financial Management Services