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
J.P. Morgan February 2009 - Present
Skills
Private Banking, Cash Management, Tax Strategies, Portfolio Management, Financial Planning, Wealth Management, Options, Structured Products, Credit, Retirement, Asset, Derivatives, Stock, Planning, Research, Equities, Fixed Income, Retirement Planning, Estate Planning, FX, Asset Management, Investments, Swaps, Asset Allocation, Strategic Financial..., Tax, Investment Banking, Finance
Education
The University of Texas at Austin 2000 — 2003
Westwood High School 1997 — 1999
Acceleration Retirement May 2015 - Present
Acceleration Retirement May 2014 - Present
J.P. Morgan May 2013 - May 2014
J.P. Morgan April 2012 - May 2013
Cres Management July 2011 - February 2012
Skills
Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Data Analysis, Accounting, Business Analysis, Process Improvement, Time Management, Project Management, Outlook, Critical Thinking, Social Media, Recruiting, Teamwork, Finance, Cost Reporting, Microsoft Word, Financial Reporting, Customer Service, Apartments, Leases, Trend Analysis, Securities, Fund Accounting, Financial Accounting, Financial Risk, Databases, Risk Management, Microsoft SQL Server, Microsoft Dynamics, Salesforce.com
Education
The University of Texas at Arlington 2009 — 2013
BBA Finance, Finance, General
The University of Texas at Arlington 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan May 2013 - Present
IE Business School November 2011 - November 2012
Greensea Capital July 2012 - August 2012
Daisy Brand June 2006 - September 2011
Nova Source LLC February 2009 - August 2010
The University of Texas at Austin August 2004 - May 2006
Skills
Microsoft Office, Wonderware, PLC, Matlab, C++, JMP, Financial Modeling, SQL, Access, Process Control, PLC Programming, Bloomberg Terminal, FactSet, Financial Analysis, Management, Investments, Finance, Investment Management
Education
IE BUSINESS SCHOOL 2011 — 2012
MBA, Finance
The University of Texas at Austin 2001 — 2006
Bachelor of Science, Chemical Engineering
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Prosperity Bank May 2013 - July 2013
Shiner Restaurant & Bar May 2010 - August 2011
Skills
Email Marketing, CRM, Accounting, Microsoft Excel, Loans, Customer Service, Leadership, Marketing, Finance, Financial Analysis
Education
The University of Texas at Austin 2011 — 2015
Finance, 3.8336
Champions School of Real Estate 2012 — 2012
Real Estate Sales License
Cypress Equities July 2014 - Present
J.P. Morgan October 2013 - July 2014
Golf in Schools, LLC September 2012 - April 2013
Airway Dental Labs June 2012 - July 2012
Stevens Transport June 2009 - July 2009
RSF Partners June 2008 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Healthcare Information..., Healthcare, Project Management, Critical Thinking, Higher Education, Event Planning, Data Analysis
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Arts (B.A.), Pre-Medicine
University of Southern California 2008 — 2010
Episcopal School of Dallas 1999 — 2008
J.P. Morgan July 2014 - Present
J.P. Morgan August 2012 - July 2014
The McCombs School of Business September 2010 - June 2012
Owner Resource Group December 2010 - December 2011
JP Morgan 2009 - 2010
JP Morgan 2006 - 2009
Skills
Executive Compensation..., Wealth Management, Retirement Planning, Investments, Asset Allocation, Banking, Alternative Investments, Estate Planning
Education
The University of Texas at Austin 2010 — 2012
MBA, Finance
University of Colorado Boulder 2001 — 2005
BA, Finance
J.P. Morgan 2009 - 2013
Ford Motor Credit Company August 2006 - August 2008
Education
The University of Texas at Austin
J.P. Morgan June 2014 - August 2014
National Instruments March 2013 - January 2014
National Instruments May 2011 - March 2013
National Instruments May 2010 - May 2011
Austin Partners in Education August 2009 - May 2010
Skills
Public Speaking, Marketing, Research, Project Management, Nonprofits
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Investment Management
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Marketing
The University of Texas at Austin 2007 — 2011
BA, Psychology
Fiat Chrysler Automobiles (FCA) May 2015 - August 2015
Granite Properties of Texas August 2014 - December 2014
Copart June 2013 - August 2013
Darden Restaurants January 2012 - July 2012
J.P. Morgan June 2011 - August 2011
Skills
Microsoft Office, iMovie, Public Speaking, Presentations, Project Management, Photoshop, Restaurants, Teamwork, Time Management, Leadership, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Customer Service, Research, Facebook, Social Networking, Strategic Planning, Fundraising, English, Event Management, Community Outreach, Data Analysis, Customer Satisfaction, Social Media Marketing, Team Building
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
Newman Smith High School 2008 — 2012
J.P. Morgan August 2013 - Present
Skills
Series 7, Series 63, Management, Sales, Hospitality, Public Relations, Event Management, Marketing Strategy, Advertising
Education
The University of Texas at Austin 2005 — 2009
BS, Public Relations, Business Foundations
The Kinkaid School
The Kinkaid School
J.P. Morgan January 2011 - Present
Siemens Energy & Automation, Inc. August 2010 - January 2011
Skills
Financial Modeling, Financial Analysis, Accounting, Forecasting, Business Analysis, Financial Forecasting, Finance, Management, Banking, Credit, Corporate Finance, Data Analysis, Risk Management, Account Reconciliation, Process Improvement, Project Management, Analysis, Mutual Funds, Microsoft Excel, Budgets, Business Development, Financial Statements, Strategic Planning, Business Strategy, Program Management, Credit Analysis, Investments, Real Estate, Customer Service, Portfolio Management, Commercial Real Estate, loans, Trading, SAP, Access, Loans, Business Planning, Fund Accounting, VBA
Education
The University of Texas at Arlington 2010 — 2010
Finance
The University of Texas at Arlington - College of Business 2008 — 2010
MBA, Finance
Excelerate Energy December 2013 - Present
Citi June 2012 - August 2013
McCombs Real Estate Finance and Investment Center August 2011 - December 2011
McCombs REIT Fund January 2011 - December 2011
J.P. Morgan June 2011 - August 2011
Thammasat University August 2010 - December 2010
JPMorgan Chase June 2010 - August 2010
The University of Texas at Austin August 2009 - May 2010
Beacon Roofing Supply December 2008 - August 2009
Skills
Financial Modeling, Bloomberg, Investments, Research, Microsoft Excel, Microsoft Word, Data Analysis, Financial Analysis, Commodity Markets, VBA, Leadership
Education
The University of Texas at Austin 2008 — 2012
BBA, Finance
Thammasat University 2010 — 2010
BBA, Finance
Milliman September 2014 - Present
J.P. Morgan June 2013 - September 2014
Thrivent Financial August 2011 - June 2013
J.P. Morgan Retirement Plan Services April 2010 - August 2011
J.P. Morgan Retirement Plan Services January 2008 - April 2010
J.P. Morgan Retirement Plan Services May 2006 - January 2008
J.P. Morgan Retirement Plan Services August 2002 - May 2006
J.P. Morgan Retirement Plan Services January 2001 - August 2002
FBD Consulting LLC 1998 - 2001
Skills
Retirement, Financial Services, Series 7, Defined Benefit, Mutual Funds, Series 63, Asset Allocation, Business Analysis, Securities, Investments, Defined Contribution, Portfolio Management, CRM, Retirement Planning, Pensions, SDLC, Asset Managment, Asset Management, Relationship Management, Business Process Design, Strategic Planning, Project Management, Management, ERISA, Qualified Retirement..., Employee Benefits, Vendor Management, 401k, Investment Strategies
Education
The University of Texas at Austin 1997 — 1998
Masters of Science, Library and Information Science
University of Nebraska-Lincoln 1993 — 1997
Bachelor of Science, Secondary Education and Teaching
Seward High School 1991 — 1993
Everest College January 2014 - Present
J.P. Morgan July 2008 - January 2014
Skills
Data Entry, Banking, Communication Skills, Product Knowledge, Customer Service, Finance, Schedules, Recruiting, Phone Etiquette, Radio Broadcasting, Radio Producing, Product Demonstration, Newspapers, News Writing, Student Counseling, College Education..., Academic Advising, Career Development
Education
University of North Texas 2007 — 2012
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Police Science
The University of Texas at Arlington
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
Office of the Governor, State of Texas January 2013 - May 2013
Skills
Financial Analysis, Accounting, Financial Accounting, Teamwork, Bookkeeping, Microsoft Excel, Microsoft Word, Data Analysis, Fundraising, PowerPoint, Team Leadership
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Accounting, Junior
Axial July 2015 - Present
Axial May 2014 - June 2015
Stream Realty Partners 2013 - 2014
J.P. Morgan 2013 - 2013
Merrill Lynch 2012 - 2012
NetVersant May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Social Media, Salesforce.com, Customer Service, Financial Modeling, Public Speaking, Marketing, Training, Data Analysis, Strategic Planning, Business Development, Market Research
Education
The University of Texas at Austin
B.A., Philosophy & French, Honors
Infosys Limited January 2013 - Present
Infosys Consulting, Inc. August 2007 - December 2012
Infosys Consulting, Inc. October 2004 - July 2007
J.P. Morgan May 2000 - October 2004
HD Vest Financial Services July 1997 - April 2000
Skills
IT Strategy, Management, Management Consulting, Program Management, Business Analysis, Business Strategy, Leadership, Performance Management, Change Management, Business Transformation, Strategy, Business Process, Outsourcing, Integration, PMO, ERP, SDLC, Consulting, Vendor Management, Analytics, CRM
Education
The University of Texas at Dallas - School of Management 2002 — 2004
MBA, International Relations
The University of Texas at Austin 1992 — 1996
BA, Business Economics
J.P. Morgan May 2014 - Present
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Science (B.S.)
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
Business Foundations Certificate
J.P. Morgan July 2014 - Present
Morgan Stanley May 2004 - July 2014
Citi Smith Barney August 2000 - May 2004
Salomon Smith Barney July 1999 - July 2000
Skills
Loyalty Marketing, Direct Marketing, Marketing Management, Vendor Management, Strategy Development, Marketing Strategy, Segmentation, Marketing Communications, Sales, Competitive Analysis, Strategy, Management, CRM, Analytics, Marketing, Business Strategy
Education
University of Texas at Austin 1995 — 1999
BA, Political Science, Economics
BMO Capital Markets March 2007 - Present
J.P. Morgan September 2000 - February 2007
Ernst & Young June 1998 - September 2000
Skills
CPA, Series 7, Series 63, Capital Markets, Credit Analysis, Banking, Credit, Due Diligence, Loans, Leveraged Finance, Loan Origination, Commercial Banking, Syndications, Corporate Finance, Portfolio Management, Structured Finance, Valuation, Derivatives, Divestitures, Economics, Equities, Financial Analysis, Financial Modeling, Investment Banking, Investments, Mergers
Education
The University of Texas at Austin 1993 — 1998
Masters in Public Accountancy
The University of Texas at Austin 1993 — 1998
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase August 2014 - Present
JPMorgan Chase October 2012 - July 2014
J.P. Morgan May 2011 - October 2012
Citigroup July 2009 - July 2011
Vodafone September 1996 - December 1999
Skills
Financial Analysis, Access, Excel, Customer Relations, Microsoft Excel, Loans, Mortgage Lending, Banking, Equities, Loss Mitigation, Business Analysis, Software Documentation, Auditing, Customer Service, Analysis, Risk Management, Default, Mortgage Banking, Operational Risk..., Operational Risk, SharePoint, SQL, Business Process..., Project Management, Financial Risk, Vendor Management
Education
The University of Texas at Arlington 2005 — 2009
BBA, Finance
University of Mumbai
Bachelor of Commerce (B.Com.), Accounting
J.P. Morgan January 2013 - Present
J.P. Morgan June 2011 - December 2012
Fannie Mae September 2010 - June 2011
Fannie Mae September 2009 - September 2010
Johnson Abbotts International Search Ltd. August 2009 - August 2009
Korn/Ferry Futurestep August 2006 - January 2009
PowerBuilders October 2005 - August 2006
AGResearch International, LLC. July 2003 - October 2005
Adecco March 2003 - July 2003
PreScreen America February 2001 - March 2003
Skills
Executive Search, Internet Recruiting, Candidate Generation, Cash Management, Global Recruiting, Cold Calling, Talent Acquisition, Competitive Intelligence, Treasury Management, Treasury Services, Facebook, Employee Referral..., Boolean Logic, Global Custody, Creative Sourcing, Diversity Recruitment, Internet Searches, Direct Sourcing, Candidate Screening, Candidate Development, Search Strategy, LinkedIn, Google, Certified Diversity..., Applicant Tracking..., Management, Headhunting, Data Mining, Networking, Market Analysis
Education
The University of Texas at Arlington 1996 — 2001
Grapevine High School 1993 — 1996
J.P. Morgan July 2015 - Present
Austin City Realty August 2011 - August 2015
J.P. Morgan June 2014 - August 2014
Two Tone Entertainment LLC May 2013 - September 2013
Gerson Lehrman Group January 2013 - May 2013
Dialog Marketing Consulting June 2011 - July 2011
Skills
Market Research, Marketing, Negotiation, Real Estate, Real Estate Transactions, Property Management, Investments, Advertising, Sales, Entrepreneurship, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Marketing Strategy, Finance, Financial Modeling
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General, Junior
PWC - Corporate Finance May 2015 - Present
J.P. Morgan March 1985 - May 2015
RepublicBank June 1979 - March 1985
Skills
Hedge Funds, Leadership, Valuation, Financial Modeling, Fixed Income, Investment Banking, Derivatives, Alternative Investments, Capital Markets, Equities, Mergers, Private Equity, Strategy, Financial Structuring
Education
The University of Texas at Austin 1975 — 1979
Bachelor of Business Administration (BBA), Finance, General
American Bank, N.A. October 2012 - Present
Regions Financial Corp May 2003 - October 2012
IronStone Bank May 2002 - May 2003
Comerica Bank February 1998 - December 2001
Bank of America 1997 - 1998
Eastbridge Partners/Asset Recovery Fund Inc 1996 - 1997
J.P. Morgan June 1982 - February 1996
Skills
Commercial Banking, Commercial Lending, Banking, Loans, Treasury Management, Financial Analysis, Finance, Credit Analysis, Credit, Corporate Finance, Negotiation, Treasury, Small Business Lending, SBA, Foreign Exchange..., Bonds, Foreign Exchange, Real Estate Lending, Portfolio Management, Retail Banking, Financial Structuring, Deal Structuring, Commercial Real Estate, Lines Of Credit, Credit Risk, Commercial Mortgages, Underwriting, Financial Services, Asset Management, Financial Modeling, Non-profits, Mergers & Acquisitions, Nonprofits, Venture Capital, Syndications, Cash Management, Executive Management, Start-ups, Risk Management, Mortgage Lending, Loan Origination, Asset Based Lending, Due Diligence, Investments, Capital Markets, Middle Market, Structured Finance, Financial Risk
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1982
MBA, Finance/Management
The University of Texas at Austin 1977 — 1980
BBA, Biology/Chemistry
Atelier Ten 2013 - Present
City University of New York (City Tech) 2014 - Present
Green Light New York, Inc. 2012 - 2014
Perkins+Will 2008 - 2013
Viridian Energy & Environmental 2006 - 2008
Steven Winter Associates 2005 - 2006
Curtis + Ginsberg Architects LLP 2002 - 2004
Dattner Architects 1998 - 2002
Peter Gluck and Partners 1994 - 1997
J.P. Morgan 1986 - 1989
Education
The University of Texas at Austin
MArch, Architecture
University of Pennsylvania - The Wharton School
Bach of Science, Economics
J.P. Morgan September 2011 - Present
J.P. Morgan December 2010 - September 2011
JP Morgan November 2007 - December 2010
Accenture Technology Solutions January 2007 - November 2007
Golden Rule Software April 2003 - December 2006
Skills
SQL, Incident Management, SDLC, Business Analysis, Databases, Requirements Analysis, Software Project..., Microsoft SQL Server, Disaster Recovery, Investment Banking, .NET, Process Improvement, Management, C#, Software Development, Training, IT Management, Quality Assurance, Vendor Management, IT Strategy, Agile Methodologies, Banking, Business Intelligence, Business Process..., Change Management, Enterprise Architecture, Data Warehousing, Financial Services, Governance, IT Operations, IT Service Management, ITIL, Integration, Oracle, PMO, Program Management, Project Management, Risk Management, SOA, XML, Web Services, Visual Basic, SharePoint, Solution Architecture, Team Management, Testing, UML, Visio, VB.NET, Unix
Education
The University of Texas at Arlington 1996 — 2002
Bachelor of Science (BS), Information Systems
J.P. Morgan Customer Service Rep IIBest BuyNovember 2007 - May 2010
Education
The University of Texas at Arlington - College of Business
Accounting
J.P. Morgan April 2015 - Present
Emerald Ventures August 2012 - Present
DiMeo Schneider & Associates September 2013 - April 2015
Susquehanna International Group, LLP (SIG) June 2010 - August 2012
UBS August 2003 - May 2010
Arthur D. Little April 2001 - August 2001
Raymond James Financial Inc. January 1997 - December 2000
Skills
Investments, Trading, Equities, Valuation, Strategy, Mutual Funds, Equity Research, Series 7, Wealth Management, Asset Managment, Asset Management, Bloomberg, Banking, Investment Strategies, Portfolio Management, Capital Markets, Emerging Markets, Equity Trading, Series 63, Financial Services, Hedge Funds, Derivatives, Investment Management, Electronic Trading, Finance, Securities, Alternative Investments, Financial Markets
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Business Administration and Management, General
The University of Texas at Austin 1993 — 1996
BA, Economics with Honors, Minors in Physics and Math
J.P. Morgan May 2013 - Present
JPMorgan Chase March 2012 - May 2013
JPMorgan Chase May 2011 - June 2012
AAFES 2011 - 2011
US Navy April 2008 - April 2010
US Navy August 2007 - April 2008
US Navy July 2003 - September 2007
Skills
Leadership, Process Improvement, Military, Recruiting, Visio, Project Management, Military Experience, Microsoft Excel, Analysis, Access, Relationship Management, Large Scale Events, MS Project, SharePoint, PowerPoint, Screening Resumes, Job Search Strategies, Project Planning, Emergency Management, Resume Writing, Career Development, Sourcing, Foreign Exchange, Foreign Exchange Risk..., Banking, Government, Human Resources, Interviews, Risk Management, Team Leadership, Troubleshooting, Customer Service
Education
Dallas Baptist University 2012 — 2015
MBA, Project Management
The University of Texas at Arlington 1999 — 2011
Bachelor of Science, University Study, Business Focus
University of Maryland University College 2008 — 2009
AA, General Education
J.P. Morgan July 2014 - Present
The University of Texas at Austin August 2010 - May 2014
J.P. Morgan 2012 - 2012
Key Health June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Bloomberg
Education
McCombs School of Business
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investment Management
Twitter April 2015 - Present
Microsoft July 2012 - Present
IBM May 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Skills
Python, Java, C, HTML, JavaScript, C++, MySQL, CSS, Matlab, Eclipse, Cloud Computing, Unix, Visual Basic, Git, Programming, jQuery, PaaS, Distributed Systems, Big Data, Application Architecture, Linux, Software Engineering, Ruby, HTML 5
Education
The University of Texas at Austin 2008 — 2012
BS, Electrical and Computer Engineering
J.P. Morgan 2013 - Present
Bank of America 2009 - 2012
Bank of America 2006 - 2008
MBNA 1999 - 2005
Luby's 1990 - 1999
US Army 1979 - 1990
Skills
Customer Service, Call Center, Six Sigma, Process Improvement, Team Building, Coaching, Training, Leadership, Risk Management, Project Planning, Strategic Planning, Operations Management, Management, Change Management, Vendor Management, Project Management, Team Leadership, Performance Management, Leadership Development, Organizational..., Call Centers, Business Process..., Quality Assurance, Budgets, Program Management, Employee Relations, Loss Mitigation, Cross-functional Team..., Customer Satisfaction, Banking, Sales, CRM, Software Documentation, Mortgage Lending, Outsourcing, Residential Mortgages, Credit Analysis, Consumer Lending, Employee Benefits, Mortgage Banking, Credit Cards, Human Resources, Loan Servicing, Visio, Relationship Management, Credit, Process Engineering, Loans, Financial Analysis, Employee Engagement
Education
Webster University 1987 — 1988
Masters, Human Resources Development
United States Army Command and General Staff College 1986 — 1988
Graduated USACGSC, Focus on Military Command, Staff Administration, and Joint Planning
The University of Texas at Arlington - College of Business Administration 1975 — 1979
Bachelors in Accounting, Acccounting
J.P. Morgan
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.)
J.P. Morgan June 2014 - November 2014
KPMG China June 2013 - August 2013
Skills
Financial Analysis, Microsoft Office, Corporate Finance, Financial Accounting, GAAP, SAP, Microsoft Excel
Education
The University of Texas at Austin 2009 — 2012
B.B.A, Finance Major / Accounting Minor
Blue Sage Capital August 2015 - Present
J.P. Morgan June 2013 - July 2015
Education
The University of Texas at Austin 2012 — 2013
Master of Professional Accounting
The University of Texas at Austin 2008 — 2013
Bachelor of Business Administration (BBA), Accounting
Guggenheim Investments February 2010 - May 2013
Rockefeller & Co., Inc. 2008 - 2008
J.P. Morgan 2004 - 2007
Skills
Investments, Hedge Funds, Fixed Income, Equities, Portfolio Management, Investment Management, Strategy, Business Development, Commodity, Relationship Management, Banking, Sales, Mutual Funds
Education
The University of Texas at Austin
BS (Cum Laude)
The University of Texas at Austin - Red McCombs School of Business
MBA, Finance
Raymond James Financial Inc. January 2015 - Present
J.P. Morgan May 2014 - August 2014
McCombs School of Business August 2012 - May 2014
Luther King Capital Management May 2013 - August 2013
Skills
Finance, Investments, Economics, Financial Accounting, Data Analysis, PowerPoint, Financial Modeling, Microsoft Excel, Financial Analysis, Access, Valuation, Corporate Finance, Microsoft Word, Research
Education
The University of Texas at Austin 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance: Investment Management Track, Sophomore
J.P. Morgan June 2015 - August 2015
Artesia Real Estate June 2014 - May 2015
Larsen Financial Management June 2013 - September 2013
Vector Marketing May 2012 - August 2012
HullsAmerica.com February 2009 - April 2011
Skills
Marketing, Market Research, Advertising, Sales, Business Planning, Finance, Entrepreneurship, Competitive Analysis
Education
The University of Texas at Austin 2011 — 2015
Business Economics, Minor in Finance
Jesuit College Preparatory School of Dallas 2007 — 2011
(LEAD) The Wharton School - University of Pennsylvania 2010 — 2010
Leadership Education and Development, Business Institute
J.P. Morgan June 2015 - August 2015
Kendra Scott October 2014 - January 2015
Education
The University of Texas at Austin 2012 — 2016
Bachelor's Degree, Computer Science, Economics
University of Sussex 2015 — 2015
Bachelor's Degree, School of Engineering and Informatics
KeyBank Real Estate Capital August 2014 - Present
J.P. Morgan August 2005 - August 2014
Kimball Hill Homes July 2003 - June 2005
Merrill Lynch January 2002 - May 2002
Skills
Due Diligence, Portfolio Management, Real Estate, Credit Analysis, Risk Management, Leases, Financial Modeling, Banking, Valuation, Commercial Real Estate, Lending Solutions, Real Estate Economics, Real Estate Financing, Real Estate Negotiating, Real Estate Transactions, Real Estate Development, Land Development, Residential Land..., Legal Documents, Negotiation, Real Estate Due..., Relationship Mgmt, Client Delivery, Networking, Commercial Real Estate..., Financial Structuring, Credit Risk, Multifamily, Apartments, Finance, Financial Analysis, Investments, Loans
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.), Economics, Cumulative GPA: 3.5137 (College Scholar)
Highland Park High School 1995 — 1999
J.P. Morgan June 2012 - July 2012
Value Grupo Financiero June 2011 - July 2011
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Finance
Center Coast Capital Advisors, LP April 2014 - Present
Tudor, Pickering, Holt & Co. August 2012 - August 2013
UBS Investment Bank July 2010 - July 2012
New York Yankees June 2009 - January 2010
Jefferies & Company June 2008 - August 2008
J.P. Morgan May 2007 - August 2007
Skills
Valuation, Financial Modeling, Private Equity, Bloomberg, Corporate Finance, Financial Analysis, Investment Banking, Equity Research, Investments, Due Diligence, Hedge Funds, Business Development, Equities, Capital Markets, Mergers & Acquisitions, Microsoft Office, Microsoft Excel, PowerPoint
Education
The University of Texas at Austin 2004 — 2009
B.A., Plan II, History
The University of Texas at Austin - Red McCombs School of Business 2004 — 2009
B.B.A., Business Honors, Finance
St. John's School 2001 — 2004
Global AM-TX, Inc. & Global Envirotech, Inc. September 2012 - Present
BCMS Corporate 2009 - September 2012
GulfStar Group 2008 - 2009
Citi 2004 - 2008
J.P. Morgan 2003 - 2003
Goldman Sachs 2000 - 2002
Goldman Sachs 1999 - 2000
Goldman Sachs 1996 - 1999
Skills
Sell-side, Buy-side, Debt, Negotiation, Mergers, Private Placements, Problem Solving, Equities, Corporate Development, Accounting, Private Equity, Corporate Finance, Budgeting, Venture Capital, IPO, Due Diligence, Recapitalizations, Valuation, Investment Banking, Mezzanine, Financial Modeling, LBO, Structuring, Capital Markets, Buyouts, Business Relationship..., Mergers & Acquisitions, Financial Analysis, Acquisitions, Sell Side, Financial Structuring, Budgets
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA
The University of Texas at Austin 1992 — 1996
BA
Strake Jesuit College Preparatory
The Boston Consulting Group August 2015 - Present
Microsoft May 2014 - August 2014
J.P. Morgan May 2013 - August 2013
Texas State Capitol October 2012 - May 2013
City of Plano May 2012 - August 2012
Tom Muehlenbeck Recreation Center May 2010 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Access, Data Analysis, Event Planning, Research, Financial Analysis, Social Media, Customer Service, Fundraising, Leadership
Education
The University of Texas at Austin 2011 — 2015
Business Honors and Finance
The University of North Texas 2009 — 2011
Texas Academy of Mathematics and Science
J.P. Morgan July 2014 - Present
Vida Capital January 2012 - January 2013
Austin Technology Incubator January 2011 - January 2012
Evergreen Commercial Realty January 2009 - January 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English, Research, Banking, Java, SQL
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
JPMorgan Chase & Co. October 2012 - Present
J.P. Morgan September 2008 - October 2012
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Arts, Economics
Intel Corporation October 2013 - Present
J.P. Morgan 2013 - 2013
Skills
Windows, Microsoft Word, Troubleshooting, C, Microsoft Office, Microsoft Excel, PowerPoint, Matlab, Linux, Java, HTML, Electronics Repair, Soldering, Assembly Language, Customer Service, Computer Maintenance, Computer Repair, Perl, Hadoop, C++, Shell Scripting, Csh, Bash
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Science (B.S.)
The University of Texas at Austin 2012 — 2016
Bachelor of Science (B.S.), Computer Software Engineering
Houlihan Lokey July 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2012 - August 2012
Raptor Accelerator January 2012 - May 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Investment Banking, Private Banking, Financial Modeling, Valuation, Bloomberg
Education
The University of Texas at Austin 2009 — 2013
Bachelor's Degree, Corporate Finance
Spectrum Financial Group July 2012 - April 2015
Ameriprise Financial Services, Inc. September 2010 - July 2012
J.P. Morgan 2004 - 2010
Skills
Retirement, Insurance, Estate Planning, Financial Services, Fixed Annuities, Small Business
Education
The University of Texas at Austin 1991 — 1993
BA, Economics
Shell June 2015 - Present
Shell June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
St. Mary Seafood June 2008 - August 2012
The Shorthorn August 2011 - May 2012
Skills
Microsoft Office, Customer Service, Social Media, Research, Joomla
Education
The University of Texas at Arlington 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan November 2014 - Present
J.P. Morgan December 2013 - Present
J.P. Morgan May 2013 - November 2013
J.P. Morgan April 2012 - May 2013
Alpine Brokerage Services, LLC May 2010 - April 2012
United K9s Retail Holdings 2009 - 2010
Oporation Ava Non-Profit Organization 2009 - 2010
Texas State Senate 2007 - 2008
Skills
Project Management, Operations Management, Team Building, Operational Risk..., Financial Reporting, Strategic Financial..., Problem Management, Building Relationships, SharePoint Designer, Executive Presentations, Expense Budget..., Process Improvement, Management, Financial Planning, Program Management, Training, Team Leadership, Corporate Website..., SAP, Financial Analysis, Sales, Marketing, Recruiting, Risk Management, Insurance, Business Strategy, Resource Management, Strategic Communications
Education
The University of Texas at Austin 2005 — 2009
BA Political Science, Politics, Logic and Philosophy, Rhetoric and Critical Writing, Bio/Chem/Env Sciences
University of Westminster 2009 — 2009
International Relations, International Government, European Economics and Security
Murrieta Valley High School 2001 — 2005
J.P. Morgan November 2014 - Present
J.P. Morgan August 2013 - November 2014
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Customer Service, Bloomberg Terminal, Time Management, Access, Finance, Equities/Derivatives..., Financial Accounting, Customer Service..., Analysis, Fund Administration, Leadership, Research, Management, Sales, Outlook, Marketing, Teamwork, Data Analysis with..., Financial Reporting, Enterprise Risk..., ACMT Certification, Marketing Segmentation, Accounting Applications, Integrated Risk..., Cost Accounting, T.A.B.C. Certified, Social Media, Portfolio Management, Accounting, Pivot Tables, Fund Accounting, Account Reconciliation, Performance Management, Quantitative Research
Education
University of North Texas 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
The University of Texas at Austin 2008 — 2009
Bachelor of Liberal Arts, Undeclared
Sprint November 2012 - Present
GMAC ResCap February 2009 - November 2009
J.P. Morgan February 2007 - November 2007
New Century Mortgage November 2000 - January 2006
Skills
Cellular Communications, Telecommunications, Mortgage Banking, Mortgage Lending, Closing Business, Customer Satisfaction, Business Development, Business Applications, Business Process...
Education
The University of Texas at Austin 1985 — 1989
Bachelor's Degree, Political Science and Government
J.P. Morgan December 2005 - Present
Edfinancial Services March 2003 - Present
Education
University of Tennessee-Knoxville 1997 — 2000
Bachelor of Arts (B.A.), Theatre/Theater
The University of Tennessee at Chattanooga 1996 — 1996
Morgan Stanley June 2015 - Present
Department of Economics, University of Texas at Austin February 2015 - May 2015
Omicron Delta Epsilon - Economics Honors Society May 2014 - May 2015
Financial Analyst Program January 2013 - December 2014
J.P. Morgan June 2014 - August 2014
Banco Central de Costa Rica June 2012 - August 2012
Skills
Investment Banking, Corporate Finance, Valuation, Mergers & Acquisitions, Economics, Equity Research, Financial Analysis, Latin America, Business, Financial Risk, Public Speaking, Credit Analysis, Financial Modeling, Due Diligence, Microsoft Excel, Microsoft Office
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance. Bachelor of Arts, Economics, Finance and Economics
The British School of Costa Rica 1998 — 2010
High School, International Baccalaureate, Honor Roll Award
Fidelity Investments April 2013 - Present
J.P. Morgan June 2012 - March 2013
Blue Lynx Media March 2011 - June 2012
J.P. Morgan November 2009 - March 2011
TD Ameritrade February 2009 - March 2009
AXA Advisors October 2007 - June 2008
MCC for Human Services October 2001 - July 2006
Skills
Pricing, Microsoft Office, Customer Service, Word, Excel, Customer Relations, Microsoft Excel, Microsoft Word, Financial Analysis, Securities, Analysis, Bloomberg, Sales, Financial Reporting, Forecasting, Account Reconciliation, Accounting, Business Analysis, Auditing, Budgets, Program Management, Access, Equities, Portfolio Management, CRM, Finance, Financial Services, Mutual Funds, Strategic Financial..., Cash Flow, Credit, Options, Financial Modeling, Bonds, Financial Markets, Time Management, Banking, Investments
Education
The University of Texas at Arlington 2005 — 2009
BA, Finance
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
National Financial Partners June 2012 - August 2012
Law Office of Michael C. Gross May 2011 - August 2011
Skills
Market Research, Investments, Social Media, Microsoft Office, Finance, Portfolio Management, Leadership, Valuation, Analysis, Sales, Asset Management, Securities, Financial Analysis, Series 7
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan June 2015 - Present
J.P. Morgan April 2013 - Present
J.P. Morgan April 2012 - April 2013
Goldman Sachs July 2009 - April 2012
Lockheed Martin June 2008 - August 2009
Lone Star Sports & Entertainment December 2007 - December 2008
Bay Area Toros Baseball Club June 2007 - August 2007
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Wealth Management..., Portfolio Management, Investments, Equities, Valuation
Education
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration, Finance
J.P. Morgan July 2015 - Present
Texas 4000 for Cancer January 2015 - May 2015
Master of Science in Business Analytics May 2014 - May 2015
The LIVESTRONG Foundation May 2014 - August 2014
The University of Texas at Austin Athletics August 2012 - December 2013
Education
The University of Texas at Austin 2011 — 2015
Business Honors & Finance
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Guggenheim Partners June 2011 - August 2011
Skills
Visual Basic, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Financial Analysis, Data Analysis, Finance, Microsoft Office, Economics, Accounting, Financial Accounting, Business Analysis, Financial Reporting, Risk Management, SQL
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
State of Michigan July 2015 - Present
Laquinta Suites February 2013 - June 2015
J.P. Morgan April 2011 - February 2013
Skills
Java, JavaScript, Microsoft SQL Server, Oracle Database, Object Oriented Design, E-commerce, Networking
Education
The University of Texas at Arlington 2012 — 2015
Bachelor of Science (B.S.), Management Information Systems, General
YapStone August 2014 - Present
PayPros Payment Solutions July 2011 - August 2014
Focus Strategies September 2010 - July 2011
BlackRock July 2005 - September 2010
Merrill Lynch August 2000 - July 2005
J.P. Morgan July 1999 - August 2000
Skills
Executive Management, Leadership, Strategic Planning, Business Strategy, Process Improvement, Delivering ROI, Private Equity, Mergers & Acquisitions, Budgeting & Forecasting, Business Development, Corporate Finance, Finance, Financial Services, Valuation
Education
The University of Texas at Austin 1995 — 1999
Bachelor's Degree, Finance, With Honors
Deloitte October 2014 - Present
J.P. Morgan August 2012 - May 2013
University of Texas at Dallas - Multicultural Center February 2009 - May 2012
University of Texas at Dallas - Department of Bioengineering May 2011 - September 2011
Investment & Construction Consulting Joint Stock Company May 2010 - July 2010
Thien Thuan Thanh Import Export Commercial Services Co. Ltd May 2008 - July 2008
Skills
Accounting, Financial Reporting, Account Reconciliation, Pivot Tables, Capital IQ, Financial Accounting, QuickBooks, Financial Analysis, Internal Audit, Access, Auditing, Valuation, SAP, Corporate Finance, Risk Management, Corporate Tax, Lotus Notes, Microsoft Excel, Data Analysis, Finance, PowerPoint, Leadership, Analysis, Financial Statements, Internal Controls, Financial Statement...
Education
The University of Texas at Austin 2013 — 2014
Master's Degree, Master in Professional Accounting
The University of Texas at Dallas 2008 — 2012
Bachelor's Degree, Finance & Accounting, 3.95
J.P. Morgan November 2012 - Present
JPMorgan Chase November 2012 - Present
EMC Mortgage 2006 - 2008
Skills
Equities, Banking, Fixed Income, Risk Management, Investment Banking, Derivatives, Portfolio Management, Financial Modeling, Financial Analysis, Investments, Asset Management, Capital Markets, Mortgage Lending, Credit Risk
Education
Duncanville High School
The University of Texas at Arlington
National Student Leadership Forum June 2014 - Present
Norton Rose Fulbright in the United States (Fulbright & Jaworski LLP) August 2013 - May 2014
J.P. Morgan May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Arts (B.A.), International/Global Studies
Alamo Heights High School 2005 — 2009
AIG May 2013 - Present
J.P. Morgan March 2012 - April 2013
JP Morgan July 2010 - February 2012
20th Century Fox July 2008 - July 2010
Countrywide Securities Corporation January 2008 - July 2008
Countrywide Securities Corporation January 2007 - December 2007
Countrywide Securities Corporation September 2006 - December 2006
Countrywide Securities Corporation July 2006 - September 2006
Countrywide Securities Corporation January 2006 - July 2006
Core Laboratories September 2005 - December 2005
Skills
Business Intelligence, Microsoft SQL Server, Data Warehousing, Software Development, Analytics, SharePoint, Capital Markets, Software Project..., Oracle, SSIS, Portfolio Management, Portuguese, SSRS, Securitization, Spanish, German, Investment Banking, Film Distribution, SQL Server, SSAS, Mortgage Banking, Film Finance, Management, SQL, Risk Management, Analysis, Databases, Fixed Income, SDLC, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Investran, SunGard Investran, Appian, Business Process...
Education
The University of Texas at Austin 1999 — 2004
Bachelor of Science (BS), Mathematics
The University of Texas at Austin 1999 — 2004
Bachelor of Science (BS), Physics
The University of Texas at Austin 1999 — 2004
Minors - Certificate Programs, Business & Computer Science
Associação Escola Graduada de São Paulo (Graded School) 1997 — 1999
G2 Executive Search, LLC October 2011 - Present
J.P. Morgan September 2008 - April 2010
Granger Logistics April 2004 - December 2006
Granger Search Group July 2003 - April 2004
CSG Investments, Inc. December 2002 - July 2003
Clarke Carrington, LLP Executive Search & Consulting November 1999 - December 2002
Kaye/Bassman International March 1996 - November 1999
Ernst & Young June 1994 - March 1996
Arthur Andersen & Co. (merged with Ernst & Young in 2002) September 1993 - June 1994
Skills
Information Technology, Business Development, Executive Search, Executive Management, Recruiting, Cloud Computing, Private Equity, Start-ups, SaaS, Consulting, Mergers, Salesforce.com, Enterprise Software, Strategic Partnerships, New Business Development
Education
The University of Texas at Austin 1988 — 1993
Master of Professional Accounting
The University of Texas at Austin 1988 — 1993
Bachelor of Business Administration
J.P. Morgan February 2015 - Present
UPS October 2014 - January 2015
TD Ameritrade February 2013 - October 2014
J.P. Morgan June 2012 - February 2013
Jusair Group Inc September 2009 - June 2012
Skills
Customer Service, QuickBooks, Peachtree, Sales, Microsoft Office, Financial Modeling, Visual Basic, Arabic, NCSS, General Office Skills, Appointment Scheduling, Preparation Of Reports, Data Analysis, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Financial Variance..., Basic knowledge with VBA, Complex problem solving, Superior research skills, Goal-oriented..., Self-motivated..., Superior time management, Excellent communication..., Outlook, Access, Finance, Corporate Finance, Financial Risk, Data Mining, Critical Thinking, Teamwork, Process Improvement, Account Reconciliation, Accounting, Financial Analysis, Financial Accounting, General Ledger, Credit, Research, Analysis, Payroll
Education
The University of Texas at Arlington - College of Business Administration 2009 — 2011
Finance, MS Quantitative Finance, 3.25
The University of Texas at Arlington - College of Business Administration 2006 — 2009
Finance, Finance, 2.89
Brookhaven Community College 2002 — 2006
Associate, Arts and sceince, 3.75
J.P. Morgan May 2015 - Present
US Navy Reserve December 2013 - Present
JPMorgan Chase Bank, NA July 2012 - May 2015
U.S. Navy Reserve - MCAST Squadron One December 2011 - December 2013
J.P. Morgan June 2010 - July 2012
U.S. Navy Reserve December 2009 - December 2011
FinBack Advisors, LLC November 2009 - June 2010
Capital Advisors, Inc. December 2001 - June 2010
Capital Advisors, Inc. December 2001 - June 2010
Pentecost Capital Management, Inc. December 1999 - December 2001
Education
The University of Texas at Austin 1989 — 1993
B.A.
J.P. Morgan August 2010 - Present
Trugent Capital L.P. January 2007 - June 2010
Verity Capital Partners L.P. February 2005 - October 2006
Carlson Capital January 2000 - February 2005
Education
The University of Texas at Austin 1995 — 2000
BBA, Finance, Economics, German
J.P. Morgan 1989 - Present
Skills
Commercial Banking, Commercial Real Estate
Education
The University of Texas at Austin 1987 — 1989
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1980 — 1984
J.P. Morgan September 2013 - Present
J.P. Morgan January 2009 - August 2013
J.P. Morgan May 2007 - December 2008
Natixis February 2004 - May 2007
Skills
SDLC, Sybase, Unix, Agile Methodologies, SQL, Oracle, PL/SQL, Software Development, XML, Trading Systems, Microsoft SQL Server, Data Warehousing, Teradata, Data Modeling, Data Management, Unix Shell Scripting
Education
The University of Texas at Arlington 2001 — 2003
Masters, Computer Science
University of Madras 1996 — 2000
Bachelors
Goldman Sachs September 2015 - Present
J.P. Morgan April 2012 - September 2015
Goldman Sachs July 2009 - April 2012
U.S. Army February 2009 - July 2009
U.S. Army/Delta Company, 1st Battalion, 50th Infantry Regiment February 2008 - February 2009
U.S. Army/82nd ABN DIV June 2006 - January 2008
U.S. Army/82nd ABN DIV June 2005 - June 2006
U.S. Army May 2004 - June 2005
Skills
Leadership, Operational Planning, Securities, Military, Management, Risk Management, Training, Security Clearance, Organizational..., Government, Army, Cross-functional Team..., Strategic Planning, Program Management, Operations Management, Command, Team Leadership, Military Experience, Mergers & Acquisitions, Hedge Funds, Military Operations, Valuation, Leadership Development, Financial Modeling, Equities, Intelligence Analysis, DoD
Education
The University of Texas at Austin 2014 — 2016
Master of Business Administration (MBA), Candidate
United States Military Academy at West Point 2000 — 2004
Bachelors of Science in Systems Engineering, Law
Boomtown! September 2014 - Present
Palantir Technologies September 2013 - September 2014
Texas Pacific Group August 2011 - July 2013
J.P. Morgan July 2009 - July 2011
University of Texas at Austin 2007 - 2008
Business Honors Office 2004 - 2008
JPMorgan M&A Group May 2007 - August 2007
Goldman, Sachs & Co. Real Estate Principal Investment Area May 2006 - August 2006
Skills
Leadership, Mergers & Acquisitions, Business Process, Valuation, Financial Modeling, Private Equity, Due Diligence, Corporate Finance, Finance, Investment Banking, Venture Capital, Financial Analysis, Competitive Analysis, Bloomberg, Internet, Banking, Research
Education
The University of Texas at Austin 2004 — 2008
BBA, BHP and Finance
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, BHP and Finance
J.P. Morgan February 2014 - Present
JPMorgan Chase April 2010 - Present
JP Morgan January 2005 - April 2010
JPMorgan Chase October 2003 - January 2005
BMC Software August 2000 - July 2003
Noblestar May 1997 - August 2000
Skills
SDLC, Enterprise Architecture, Software Development, SOA, Agile Methodologies, Sybase, JMS, Application Architecture
Education
The University of Texas at Austin 1993 — 1998
Bachelor of Science (B.S.), Computer Science
The University of Texas at Austin 1993 — 1998
Bachelor of Science (B.S.), Mathematics
J.P. Morgan May 2014 - June 2015
Jericho Systems August 2011 - May 2014
J.P. Morgan 2008 - 2011
Triple-I December 2005 - May 2008
B&B Peripherals 2000 - 2004
Skills
Tomcat, Hibernate, Java Enterprise Edition, Ant, Spring, JDBC, Struts, Servlets, JMS, JSP, XML, Java, Eclipse, Agile Methodologies, JavaScript, Weblogic, SQL, Web Services, Microsoft SQL Server, Scrum, Oracle 9i, CVS, Unix, PL/SQL, Maven2, MS Office Suite, Tortoise SVN, Git, HTTP, HTTPS, JSON, PostgreSQL, Jetty, Glassfish, NetBeans, IntelliJ IDEA, Android Development, XACML, PKI, MySQL, SOAP, SoapUI, REST, jQuery, jQuery UI, OSGi
Education
The University of Texas at Austin 2001 — 2005
Bachelor of Science (BS), Computer Science
McNeil High School 1997 — 2001
U.S. Trust January 2009 - Present
J.P. Morgan 2005 - 2009
Comerica 2002 - 2004
Bessemer Trust 1998 - 2002
Barnett Bank 1994 - 1998
Bank of America 1984 - 1994
Skills
Risk Management, Investments, CRM, Project Management, Leases, Finance, Portfolio Management, Asset Management, Management, Accounting, Negotiation, Wealth Management..., High Net Worth..., Commercial Real Estate, Contract Negotiation, Due Diligence
Education
The University of Texas at Arlington 1990 — 1994
BBA, Finance
Capital Impact Partners September 2013 - Present
Verod Capital July 2012 - August 2012
Overseas Private Investment Corporation May 2012 - July 2012
J.P. Morgan November 2009 - July 2011
J.P. Morgan June 2008 - October 2009
Jefferies & Company May 2007 - August 2007
Skills
Banking, Structured Finance, Team Leadership, Credit, Financial Modeling, Finance, Social Entrepreneurship, Loans
Education
Yale School of Management 2011 — 2013
MBA, Economic Development
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Business Honors and Finance, Minor in Economics
American Institute for Foreign Studies - Rome 2007 — 2007
J.P. Morgan January 2015 - Present
J.P. Morgan February 2014 - Present
J.P. Morgan August 2011 - February 2014
J.P. Morgan July 2005 - August 2011
J.P. Morgan May 2004 - July 2005
J.P. Morgan September 2002 - May 2004
J.P. Morgan July 2001 - September 2002
Monitronics International April 1999 - July 2001
Merck May 1998 - April 1999
Bank One 1996 - 1998
Education
The University of Texas at Arlington 1998 — 2001
J.P. Morgan 2015 - Present
J.P. Morgan 2011 - 2014
JPMorgan July 2008 - June 2011
JPMorgan Chase May 2007 - August 2007
Choice Energy May 2005 - August 2005
Education
The University of Texas at Austin 2004 — 2008
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Business Honors Program and Finance
Apex Clearing January 2014 - Present
Merrill Lynch August 2013 - January 2014
J.P. Morgan July 2012 - January 2013
1st Global Capital Corp. August 2011 - February 2012
TD Ameritrade June 2009 - August 2011
Marriott January 2001 - June 2009
Scottrade January 2008 - January 2009
Skills
Customer Service, Series 7, Mutual Funds, Management, Series 63, Finance, Trading, Options, Analysis, Accounts Payable, Payroll, Accounting, Financial Advisory, Strategy, Sales, Capital Markets, Bond Markets
Education
The University of Texas at Arlington 2007 — 2009
BBA, Finance
J.P. Morgan Chase January 2013 - Present
J.P. Morgan Chase 2010 - 2013
J.P. Morgan Asset Management 2005 - 2010
J.P. Morgan Private Bank 2001 - 2005
J.P. Morgan 1999 - 2001
Citibank 1997 - 1999
American Stock Exchange (AMEX) 1994 - 1997
Ruder Finn Public Relations 1991 - 1994
Skills
Brand Management, Media Relations, Strategic Communications, Alternative Investments, Asset Management, Management, Public Relations, Marketing Communications, Marketing, Corporate Communications, Social Media, Strategy, Marketing Strategy
Education
University of Texas - Austin 1987 — 1991
BBA, Marketing
J.P. Morgan February 2013 - Present
Skills
Loans, Mortgage Lending, Mortgage Banking, Credit, Loan Origination, Small Business Lending, Consumer Lending, Refinance, Banking, FHA, Commercial Lending, Credit Analysis, Portfolio Management, Investments, Series 6, 63, and Life..., Oil/Gas, Upstream, Downstream Oil & Gas, Accounts Receivable, Liquidity, Accounts Payable, Treasury Management, Treasury Services, Liquidity Management, Mineral Exploration, Oil & Gas Exploration, Midstream, Retirement Planning, Cash Management, Commercial Banking, Series 7, Oil & Gas
Education
The University of Texas at Austin 2000 — 2005
Bachelor of Science (BS), Biology, General
The University of Texas at Austin 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The University of Texas at Austin 2000 — 2005
Bachelor of Arts (BA), Sociology
Victoria High School 1996 — 2000
Groves Alexander Group, LLC July 2014 - Present
J.P. Morgan October 2012 - June 2014
Romano Enterprises September 2002 - June 2011
Education
The University of Texas at Arlington
J.P. Morgan January 2015 - Present
J.P. Morgan January 2014 - Present
J.P. Morgan June 2011 - January 2014
Ernst &
Ernst &
Skills
Mergers & Acquisitions, CPA, Series 63, Series 79, Financial Modeling, Financial Analysis, Investments, Investment Banking, Capital Markets, Banking, Financial Services, Credit Analysis, Finance, Microsoft Office
Education
The University of Texas at Austin 2004 — 2009
Masters, Accounting
J.P. Morgan September 2014 - Present
Chase August 2012 - August 2014
Chase March 2010 - July 2012
Real Time Resolutions January 2009 - February 2010
Ameriprise Financial 2007 - 2008
Skills
Portfolio Management, Valuation, Financial Analysis, Financial Modeling, Credit, Risk Management, Financial Risk, Strategic Financial..., Loans
Education
The University of Texas at Austin 2003 — 2008
B.A., Economics
Bank of Texas June 2014 - Present
J.P. Morgan April 2012 - May 2014
JPMorgan Chase February 2010 - April 2012
JPMorgan Chase October 2007 - May 2010
Education
The University of Texas at Arlington 2009 — 2012
Graduate, Masters of Business Administration
The University of Texas at Arlington - College of Business 2004 — 2008
Bachelors, Finance
Aledo High
Aledo High
Direct Energy November 2012 - Present
J.P. Morgan February 2007 - October 2012
COASTAL SECURITIES LLC May 2005 - January 2007
RWE TRADING AMERICAS September 2001 - September 2004
DYNEGY MARKETING AND TRADE February 1998 - September 2001
TENNECO / EL PASO ENERGY May 1983 - January 1998
Education
The University of Texas at Austin 1979 — 1983
BBA, Accounting
University of Texas 1979 — 1983
BBA, Accounting
NRG Energy November 2014 - Present
J.P. Morgan March 2010 - November 2014
Velocity Energy Trading February 2009 - February 2010
Griffon Energy Capital September 2007 - January 2009
Education
Tulane University - A.B. Freeman School of Business 2011 — 2012
Masters, Finance
The University of Texas at Austin 2004 — 2007
BA, Economics
J.P. Morgan March 2014 - Present
J.P. Morgan September 2010 - Present
Korn/Ferry International 2005 - 2010
Girl Scouts of the USA 2004 - 2005
Lyndon Baines Johnson Foundation 2001 - 2003
Skills
Executive Search, Talent Acquisition, Competitive Intelligence, Talent Management, Financial Services
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Marketing/Marketing Management, General
The University of Texas at Austin 1998 — 2001
BA
JPMorgan Chase Managing DirectorBank One - JPMorgan1974 - 2007
J.P. Morgan 1990 - 2005
First Chicago 1974 - 2003
J.P. Morgan 1995 - 2002
Skills
Credit, Capital Markets, Loans, Banking, Financial Analysis, Cash Management, Portfolio Management, Valuation, Financial Reporting, Commercial Lending, Investment Banking, Commercial Banking, Credit Analysis, Treasury Management, Corporate Finance, Due Diligence, Financial Modeling
Education
The University of Texas at Austin
TP Energy Capital 2011 - Present
Water Standard 2009 - 2011
Parthenon Capital 2008 - 2009
J.P. Morgan 2006 - 2008
Education
The University of Texas at Austin
BBA, Finance, General
Markit April 2014 - Present
J.P. Morgan February 2014 - April 2014
J.P. Morgan August 2012 - January 2014
J.P. Morgan June 2012 - August 2012
Dale Operating Company September 2008 - January 2009
Skills
SQL, Financial Analysis, Bloomberg, Securities, Microsoft Excel, Leadership, Financial Modeling, Valuation, Process Improvement, Project Management, Time Management, Analysis, Bloomberg Terminal, Due Diligence, Finance, Microsoft Office, Staff Development, Presentations, Customer Service, Financial Statement..., PowerPoint, Mutual Funds, Leading Change, Creative Problem Solving, Employee Training, Quantitative Finance, Visio, Outlook, Microsoft Word, Management, Financial Markets, Strategy
Education
The University of Texas at Arlington - College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
T. Rowe Price August 2013 - Present
J.P. Morgan August 2011 - July 2013
Jefferies & Company July 2010 - August 2011
Austin Technology Incubator 2009 - 2010
Goldman Sachs June 2008 - August 2008
Skills
Financial Modeling, Valuation, LBO, Bloomberg, Investment Banking, Equities, Value Investing, Equity Research, Capital Markets, Mutual Funds, DCF, Fixed Income, Private Equity, Hedge Funds, Capital IQ, Equity Valuation, Alternative Investments, Corporate Finance, M&A experience, Financial Markets, Investment Management, Business Valuation, Venture Capital
Education
The University of Texas at Austin 2006 — 2009
Bachelor's degree, Economics
Apache Corporation April 2014 - Present
J.P. Morgan May 2012 - April 2014
PwC January 2012 - May 2012
KPMG US October 2010 - January 2012
KPMG January 2009 - April 2009
Maritech Resources Inc May 2007 - August 2007
Skills
Oil & Gas, Financial Reporting, SEC filings, IFRS, Corporate Finance, Financial Statement..., Financial Modeling, Energy, Valuation, US GAAP
Education
The University of Texas at Austin 2009 — 2010
Masters of Professional Accounting (MPA), Accounting
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (BBA) and Minor in Finance, Accounting and Finance
J.P. Morgan 2012 - Present
J.P. Morgan June 2011 - August 2011
Cambridge Associates August 2007 - July 2010
Skills
Financial Modeling, Investments, Financial Analysis
Education
The University of Texas at Austin 2010 — 2012
Master of Business Administration (MBA)
Wake Forest University
Economics
The Baylor School
J.P. Morgan July 2012 - Present
ACES IT Group September 2010 - May 2012
Amazon May 2011 - August 2011
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Science (B.S.), Computer Science
Kirkland & Ellis LLP April 2014 - Present
J.P. Morgan August 2012 - April 2014
Center for Disability and Elder Law June 2012 - August 2012
Pulgini & Norton, LLP August 2011 - December 2011
Discover Financial Services May 2011 - August 2011
The Search Engine Guys, LLC October 2007 - December 2009
Skills
Research, Legal Research, Microsoft Office, Writing, Blogging, Editing, Excel, Marketing, Market Research, Strategic Planning, Public Speaking, Microsoft Excel, Trials, Personal Injury, Legal Writing, Social Media, Westlaw
Education
New England Law Boston 2008 — 2011
Juris Doctor
The University of Texas at Austin 2005 — 2008
Bachelors of Arts, Government/Political Science
Tricon International, Ltd. June 2014 - Present
Silver Merchant Risk January 2014 - June 2014
Mercuria Energy Trading, Inc. August 2009 - December 2013
J.P. Morgan January 2008 - August 2009
Deloitte December 2005 - December 2007
SunGard January 2005 - December 2005
Calpine May 2001 - January 2005
Skills
English, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Customer Service, Strategic Planning, Outlook, Budgets, Public Speaking, Negotiation, Financial Analysis, Business Strategy, Business Development, Project Management, Risk Management
Education
University of St. Thomas (TX) 2002 — 2005
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan
Skills
Fixed Income, Equities, Hedge Funds, Investment Banking, Capital Markets, Derivatives, Alternative Investments, Bloomberg, Equity Derivatives, Trading Systems, Securities, Structured Products, Series 7, Electronic Trading, Valuation, Credit Derivatives, Asset Management
Education
The University of Texas at Austin
MBA
J.P. Morgan April 2012 - Present
Morgan Stanley Smith Barney, LLC June 2010 - April 2012
WaterStreet Investment Consultants, LLC September 2004 - June 2010
Eklektikos Capital Management, LLC September 2005 - May 2010
Smith Barney, Inc January 2001 - January 2004
Skills
Investments, Alternative Investments, Structured Investments, Tactical Asset..., Dynamic Asset Allocation
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan July 2010 - Present
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Valuation, Hedge Funds, Financial Analysis, Credit Derivatives, Trading Systems, Equity Derivatives, Portfolio Management, Alternative Investments, Account Reconciliation, Business Analysis, Securities, Options, Fund Accounting, Bloomberg Terminal, Corporate Actions, Mutual Funds, Financial Services, Analytics, Risk Management
Education
The University of Texas at Arlington 1996 — 2000
Bachelors of BBA, Finance
J.P. Morgan June 2014 - Present
J.P. Morgan August 2013 - Present
Education
The University of Texas at Austin 2009 — 2013
J.P. Morgan September 2014 - Present
Fidelity Investments November 2013 - September 2014
Costco Wholesale August 2006 - November 2013
Education
The University of Texas at Arlington
Finance, Accounting and Finance
Access Dental Management April 2013 - Present
J.P. Morgan December 2011 - April 2013
Skills
Investments, Portfolio Management, Banking, Equities, Financial Analysis, Financial Services, Wealth Management, Mutual Funds, Fixed Income, Asset Management
Education
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance
TRP Energy, LLC February 2015 - Present
J.P. Morgan July 2012 - February 2015
Albrecht & Associates May 2005 - June 2012
Education
The University of Texas at Austin
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin
Bachelor of Science (B.S.), Petroleum Engineering
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Clarkson Capital Markets June 2013 - August 2013
Capital Markets Group January 2013 - May 2013
National Instruments June 2012 - August 2012
RetailMeNot, Inc. January 2012 - May 2012
Capview Partners December 2011 - January 2012
Skills
Microsoft Office, Bloomberg, FactSet, Capital IQ, Investment Banking, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Private Equity, Venture Capital, VBA, Bloomberg Terminal, Marketing Communications, Investments, Finance, Due Diligence, Mergers & Acquisitions, Equity Research
Education
The University of Texas at Austin 2007 — 2014
Bachelor of Business Administration (BBA), Business Honors, Finance
Colleyville Heritage High School 2006 — 2010
J.P. Morgan
Skills
Java, Unix, Microsoft Office, C, SQL
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Science (BS), Computer Science
AT&T March 2014 - Present
Lehigh Hanson May 2013 - January 2014
Deloitte March 2012 - April 2013
State of Oregon January 2012 - March 2012
Trans Global Technical Shipping February 2009 - November 2011
J.P. Morgan July 2007 - November 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Photoshop, Business Analysis, Analysis, Team Building, Business Strategy, New Business Development, Budgets, Business Development, Change Management, C++, Data Analysis, Financial Analysis, Cross-functional Team..., HTML, Healthcare, Integration, Continuous Improvement, Business Intelligence, Kanban, Leadership, Team Leadership, Leadership Development, Logistics, Project Management, Contract Negotiation, Outlook, Operations Management, Online Marketing, Public Speaking, Quality Assurance, Qualitative Research, Quality Management, Quality System, Recruiting, Strategic Planning, Training, User Experience, UML, Vendor Management, Web Design, Windows, z, Product Management
Education
The University of Texas at Arlington 2000 — 2004
Master's Degree, Management Information Systems, E-Commerce
Southeastern University 1996 — 1999
Bachelor's Degree, Computer and Information Sciences
J.P. Morgan October 2011 - Present
Wells Fargo October 2007 - October 2011
Verizon November 2002 - October 2007
MCI (Acquired by Verizon Business) May 1997 - November 2002
Skills
Microsoft Word, Microsoft Office, Time Management, Microsoft Excel, Vendor Management, Customer Service, Outlook, Risk Management, Access, PowerPoint, Invoice Processing, Heavy Calendaring, Job Scheduling, Interview Preparation, Travel Management, Expense Reports, Accounts Receivable, Accounts Payable, Account Management, Account Reconciliation, Client Services, Event Planning, Marketing Event Planning, Events Coordination, Event Management, Reporting & Analysis, Onboarding, Off boarding, Project Coordination, Project Management, Project Planning, Team Building
Education
The University of Texas at Arlington
Business Administration and Management, General