J.P. Morgan & Co.
Industry: Commercial bank
DescriptionJ.P. Morgan & Co. is a commercial and investment banking institution founded by J. P. Morgan in 1871. The company was a predecessor of three of the largest banking institutions in the world, JPMorgan Chase, Morgan Stanley, and Deutsche Bank, and was involved in the formation of Drexel Burnham Lambert. CEO: Diana Farrell (Oct 2014–) Founder: J. P. Morgan Founded: 1871 Parent organization: JPMorgan Chase Headquarters: New York City, NY Number of employees: 26,314 (2010)
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J.P. Morgan & Co. Employees
Employee
Years
Job
Industry
Cynthia McNulty Cynthia McNulty's J.P. Morgan & Co. Experience 1997 - 2004
Job Head of Market, Credit and Liquidity Risk at AIG
Industry Financial Services
Experience
AIG 2012 - Present
PNC Financial Services Group 2011 - 2012
PNC Financial Services Group 2006 - 2010
Integrated Finance Ltd 2004 - 2006
J.P. Morgan & Co. 1997 - 2004
Skills
Derivatives, Risk Management, Hedge Funds, Financial Risk, Credit Derivatives, Market Risk, Credit, Liquidity, Credit Risk, Capital Markets, Trading, Equities, Basel II, Portfolio Management
Education
Columbia University in the City of New York 1991 — 1997
PhD, Particle Physics
AIG 2012 - Present
PNC Financial Services Group 2011 - 2012
PNC Financial Services Group 2006 - 2010
Integrated Finance Ltd 2004 - 2006
J.P. Morgan & Co. 1997 - 2004
Skills
Derivatives, Risk Management, Hedge Funds, Financial Risk, Credit Derivatives, Market Risk, Credit, Liquidity, Credit Risk, Capital Markets, Trading, Equities, Basel II, Portfolio Management
Education
Columbia University in the City of New York 1991 — 1997
PhD, Particle Physics
Kish Galappatti Kish Galappatti's J.P. Morgan & Co. Experience July 1998 - 1999
Job Big Data Analytics Solutions
Industry Information Technology and Services
Experience
Cray Inc. January 2013 - Present
Ratchet Head Racing 2012 - Present
Prudential Financial February 2011 - December 2011
Goldman Sachs & Co February 2001 - February 2011
Sun Microsystems March 1999 - May 2000
J.P. Morgan & Co. July 1998 - 1999
Skills
Grid Computing, High Performance..., Virtualization, Cloud Computing, Linux, Unix, Clustering, Cluster, Financial Risk..., Big Data, Analytics, Enterprise Architecture, Solaris, Business Intelligence, Security, Architecture, VMware, System Administration, Testing, Networking, Professional Services, Information Security, Project Management, Perl, Infrastructure, Architectures, Data Center, Disaster Recovery, Scalability, Storage, High Availability, Hadoop, System Architecture, Open Source, Distributed Systems, Enterprise Software, Solution Architecture
Education
The Manchester Metropolitan University 1993 — 1997
B,Sc (First. Class Hons.), Information Systems
Overseas School of Colombo 1990 — 1992
Cray Inc. January 2013 - Present
Ratchet Head Racing 2012 - Present
Prudential Financial February 2011 - December 2011
Goldman Sachs & Co February 2001 - February 2011
Sun Microsystems March 1999 - May 2000
J.P. Morgan & Co. July 1998 - 1999
Skills
Grid Computing, High Performance..., Virtualization, Cloud Computing, Linux, Unix, Clustering, Cluster, Financial Risk..., Big Data, Analytics, Enterprise Architecture, Solaris, Business Intelligence, Security, Architecture, VMware, System Administration, Testing, Networking, Professional Services, Information Security, Project Management, Perl, Infrastructure, Architectures, Data Center, Disaster Recovery, Scalability, Storage, High Availability, Hadoop, System Architecture, Open Source, Distributed Systems, Enterprise Software, Solution Architecture
Education
The Manchester Metropolitan University 1993 — 1997
B,Sc (First. Class Hons.), Information Systems
Overseas School of Colombo 1990 — 1992
Erik Lisher Erik Lisher's J.P. Morgan & Co. Experience 1996 - 2001
Job Managing Director at Blackstone, Private Equity Investor Relations & Business Development Group
Industry Investment Banking
Experience
The Blackstone Group July 2003 - Present
J.P. Morgan & Co. 1996 - 2001
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Business Strategy, Hedge Funds, Due Diligence, Restructuring, Equities
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance / Strategic Management
Wake Forest University 1992 — 1996
B.S., Politics / Business
The Blackstone Group July 2003 - Present
J.P. Morgan & Co. 1996 - 2001
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Business Strategy, Hedge Funds, Due Diligence, Restructuring, Equities
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance / Strategic Management
Wake Forest University 1992 — 1996
B.S., Politics / Business
Stuart Miller Stuart Miller's J.P. Morgan & Co. Experience March 1992 - April 1999
Job Chief Financial Officer at Workiva, Inc.
Industry Computer Software
Experience
Workiva, Inc. (NYSE:WK) April 2014 - Present
Colonnade Advisors LLC April 1999 - March 2014
J.P. Morgan & Co. March 1992 - April 1999
First Boston August 1988 - March 1992
Citicorp 1984 - 1986
Continental Bank 1982 - 1984
Skills
Mergers, Investment Banking, Financial Modeling, Private Equity, Due Diligence, Mergers & Acquisitions, Valuation, Venture Capital, Financial Services, Capital Raising, Equities, Corporate Finance, Private Placements, Risk Management, Asset Management, Divestitures, Business Strategy, Strategy, Corporate Governance, Financial Structuring, Restructuring
Education
Harvard Business School 1986 — 1988
MBA with Distinction
Washington and Lee University 1978 — 1982
BA, Politics, magna cum laude
Highland Park High School 1974 — 1978
Workiva, Inc. (NYSE:WK) April 2014 - Present
Colonnade Advisors LLC April 1999 - March 2014
J.P. Morgan & Co. March 1992 - April 1999
First Boston August 1988 - March 1992
Citicorp 1984 - 1986
Continental Bank 1982 - 1984
Skills
Mergers, Investment Banking, Financial Modeling, Private Equity, Due Diligence, Mergers & Acquisitions, Valuation, Venture Capital, Financial Services, Capital Raising, Equities, Corporate Finance, Private Placements, Risk Management, Asset Management, Divestitures, Business Strategy, Strategy, Corporate Governance, Financial Structuring, Restructuring
Education
Harvard Business School 1986 — 1988
MBA with Distinction
Washington and Lee University 1978 — 1982
BA, Politics, magna cum laude
Highland Park High School 1974 — 1978
Harsha Krishnappa Harsha Krishnappa's J.P. Morgan & Co. Experience July 1994 - May 1996
Job Vice President, Innovation & Strategic Partnerships at Visa
Industry Financial Services
Experience
Visa January 2012 - Present
TrialPay July 2011 - March 2015
Visa October 2008 - December 2011
Citi January 2005 - June 2008
Citigroup June 2001 - December 2004
Salomon Smith Barney August 1998 - May 2001
Smith Barney May 1996 - July 1998
JP Morgan & Co July 1994 - May 1996
Skills
Valuation, Due Diligence, Financial Modeling, Strategic Partnerships, Mergers, Investment Banking, Business Alliances, Acquisitions, Corporate Development, Business Development, Payments, Joint Ventures, E-commerce, Mergers & Acquisitions, Executive Management, Venture Capital, IPO, Corporate Finance, Digital Media, Equities, Strategy, Emerging Markets, Private Equity, Mobile Payments
Education
University of Pennsylvania, Wharton School 1990 — 1994
BS Economics, Dual Concentration in Finance and Accounting
Visa January 2012 - Present
TrialPay July 2011 - March 2015
Visa October 2008 - December 2011
Citi January 2005 - June 2008
Citigroup June 2001 - December 2004
Salomon Smith Barney August 1998 - May 2001
Smith Barney May 1996 - July 1998
JP Morgan & Co July 1994 - May 1996
Skills
Valuation, Due Diligence, Financial Modeling, Strategic Partnerships, Mergers, Investment Banking, Business Alliances, Acquisitions, Corporate Development, Business Development, Payments, Joint Ventures, E-commerce, Mergers & Acquisitions, Executive Management, Venture Capital, IPO, Corporate Finance, Digital Media, Equities, Strategy, Emerging Markets, Private Equity, Mobile Payments
Education
University of Pennsylvania, Wharton School 1990 — 1994
BS Economics, Dual Concentration in Finance and Accounting
Erica Rubio Johnston Erica Rubio Johnston's J.P. Morgan & Co. Experience June 1997 - August 1997
Job Founder at Pemberley Rose
Industry Retail
Experience
Pemberley Rose 2014 - Present
Chic du Monde - chicdumonde.com August 2013 - Present
One Kings Lane July 2010 - June 2013
Frog Design July 2006 - July 2008
RPMI November 2005 - June 2006
Blue Moon Research / GfK Group March 2004 - October 2005
Strategic Decisions Group September 1999 - February 2003
JP Morgan & Co. June 1997 - August 1997
Skills
Market Research, Business Strategy, Financial Modeling, Product Management, Strategy, Management Consulting, Integrated Marketing, Marketing Strategy, E-commerce, User Experience, Project Management, Digital Strategy, Strategic Planning, Cross-functional Team..., Art Direction, Creative Direction, Market Analysis, Marketing, Competitive Analysis, Start-ups
Education
Princeton University 1995 — 1999
Politics
Dartmouth College - The Tuck School of Business at Dartmouth
Accounting, Communications, Finance, Managerial Economics and Marketing
Pemberley Rose 2014 - Present
Chic du Monde - chicdumonde.com August 2013 - Present
One Kings Lane July 2010 - June 2013
Frog Design July 2006 - July 2008
RPMI November 2005 - June 2006
Blue Moon Research / GfK Group March 2004 - October 2005
Strategic Decisions Group September 1999 - February 2003
JP Morgan & Co. June 1997 - August 1997
Skills
Market Research, Business Strategy, Financial Modeling, Product Management, Strategy, Management Consulting, Integrated Marketing, Marketing Strategy, E-commerce, User Experience, Project Management, Digital Strategy, Strategic Planning, Cross-functional Team..., Art Direction, Creative Direction, Market Analysis, Marketing, Competitive Analysis, Start-ups
Education
Princeton University 1995 — 1999
Politics
Dartmouth College - The Tuck School of Business at Dartmouth
Accounting, Communications, Finance, Managerial Economics and Marketing
Laura Dillon Laura Dillon's J.P. Morgan & Co. Experience 1990 - 2001
Job Strategy and Communications Consultant
Industry Public Relations and Communications
Experience
Knowledge in the Public Interest January 2013 - Present
Laura White Dillon LLC 2002 - Present
J.P. Morgan & Co. 1990 - 2001
Education
University of Pennsylvania
M.A.
Allegheny College
B.A.
Knowledge in the Public Interest January 2013 - Present
Laura White Dillon LLC 2002 - Present
J.P. Morgan & Co. 1990 - 2001
Education
University of Pennsylvania
M.A.
Allegheny College
B.A.
Carolyn Ryan Carolyn Ryan's J.P. Morgan & Co. Experience June 1994 - June 2000
Job Owner at Carolyn Ann Ryan Photography
Industry Photography
Experience
Carolyn Ann Ryan Photography December 2009 - Present
Capital IQ, Inc. June 2000 - April 2011
J.P. Morgan & Co. June 1994 - June 2000
Skills
Photography, Portraits, Photoshop, Social Media, User Experience, Business Analysis, Portrait Photography, Family Photography, Children Photography, Commercial Product..., Digital Photography, Web Design, Product Management, Competitive Analysis, E-commerce, Social Media Marketing, Strategic Partnerships, User Interface Design, Analytics, Start-ups, Advertising, Lightroom, SEO, Digital Media, Online Marketing, Digital Marketing, Customer Service
Education
The New School 2002 — 2004
City University of New York 1994 — 2002
BS
Siena College 1992 — 1994
Notre Dame Academy High School 1988 — 1992
Carolyn Ann Ryan Photography December 2009 - Present
Capital IQ, Inc. June 2000 - April 2011
J.P. Morgan & Co. June 1994 - June 2000
Skills
Photography, Portraits, Photoshop, Social Media, User Experience, Business Analysis, Portrait Photography, Family Photography, Children Photography, Commercial Product..., Digital Photography, Web Design, Product Management, Competitive Analysis, E-commerce, Social Media Marketing, Strategic Partnerships, User Interface Design, Analytics, Start-ups, Advertising, Lightroom, SEO, Digital Media, Online Marketing, Digital Marketing, Customer Service
Education
The New School 2002 — 2004
City University of New York 1994 — 2002
BS
Siena College 1992 — 1994
Notre Dame Academy High School 1988 — 1992
Effie Drossman Effie Drossman's J.P. Morgan & Co. Experience 1988 - 1998
Job CLEMENTINE CYCLING STUDIO, Owner
Industry Health, Wellness and Fitness
Experience
CLEMENTINE CYCLING STUDIO 2012 - Present
The Worth Collection Ltd., Rumson, NJ September 2009 - December 2010
MACY'S EAST February 2003 - March 2004
INTUIT, INC June 1998 - February 2001
JP MORGAN & CO. 1988 - 1998
Skills
Marketing, Microsoft Excel, Merchandising, Retail, Fashion, Jewelry, Forecasting, Time Management, Start-ups, Management, Leadership, Sales, Marketing Strategy
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
Master of Business Administration (MBA), Finance & International Business
Fairleigh Dickinson University 1984 — 1988
BA, Economics
CLEMENTINE CYCLING STUDIO 2012 - Present
The Worth Collection Ltd., Rumson, NJ September 2009 - December 2010
MACY'S EAST February 2003 - March 2004
INTUIT, INC June 1998 - February 2001
JP MORGAN & CO. 1988 - 1998
Skills
Marketing, Microsoft Excel, Merchandising, Retail, Fashion, Jewelry, Forecasting, Time Management, Start-ups, Management, Leadership, Sales, Marketing Strategy
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
Master of Business Administration (MBA), Finance & International Business
Fairleigh Dickinson University 1984 — 1988
BA, Economics
Timothy Brosnan Timothy Brosnan's J.P. Morgan & Co. Experience June 1986 - December 2000
Job Senior Vice President Global Real Estate Moody's Corporation
Industry Real Estate
Experience
Moody's Corporation April 2006 - Present
Time Inc. December 2001 - April 2006
J.P. Morgan & Co. June 1986 - December 2000
Skills
Due Diligence, Real Estate, Location Intelligence, Transaction Management, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Lease Negotiations, Corporate Real Estate, Contract Negotiation, Asset Management, Real Estate Transactions, Real Estate Development, Leases, Property Management, Commercial Real Estate, Finance, Real Estate Economics, Disposition, Brokerage
Education
New York University 1977 — 1979
M.A.
St. Francis College 1973 — 1977
B.A.
Moody's Corporation April 2006 - Present
Time Inc. December 2001 - April 2006
J.P. Morgan & Co. June 1986 - December 2000
Skills
Due Diligence, Real Estate, Location Intelligence, Transaction Management, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Lease Negotiations, Corporate Real Estate, Contract Negotiation, Asset Management, Real Estate Transactions, Real Estate Development, Leases, Property Management, Commercial Real Estate, Finance, Real Estate Economics, Disposition, Brokerage
Education
New York University 1977 — 1979
M.A.
St. Francis College 1973 — 1977
B.A.
Christine Bedrosian Christine Bedrosian's J.P. Morgan & Co. Experience January 1978 - December 1998
Job Principal at Bedrosian Management, LLC
Industry Individual & Family Services
Experience
Bedrosian Management, LLC September 2010 - Present
Energized Strategies II, LLC September 2008 - January 2009
J.P. Morgan & Co. January 1978 - December 1998
Skills
Business Analysis, Strategic Planning, Human Resources, Trust & Estate..., Project Management, Organizational..., Volunteering, Financial Analysis &..., Profit Maximization
Education
Pace University 1979 — 1983
BBA, Marketing/Psychology
Bedrosian Management, LLC September 2010 - Present
Energized Strategies II, LLC September 2008 - January 2009
J.P. Morgan & Co. January 1978 - December 1998
Skills
Business Analysis, Strategic Planning, Human Resources, Trust & Estate..., Project Management, Organizational..., Volunteering, Financial Analysis &..., Profit Maximization
Education
Pace University 1979 — 1983
BBA, Marketing/Psychology
Alex Vavra Alex Vavra's J.P. Morgan & Co. Experience August 2007 - February 2011
Job Software Engineer at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP May 2014 - Present
Imagine Software August 2012 - November 2013
Barclays Capital August 2010 - November 2011
JP Morgan & Co. August 2007 - February 2011
Bear Stearns 2007 - March 2008
Morgan Stanley/Prime Brokerage 2005 - 2007
Credit Suisse 2004 - 2005
JP Morgan 1996 - 2003
Nortel 1994 - 1995
Skills
Risk Management, Prime Brokerage, Trading Systems, Portfolio Management, Financial Markets, Fixed Income, Hedge Funds, Agile Methodologies, Equities, Derivatives, Software Development, Management, Options, Valuation, Equity Derivatives, Investment Banking, Financial Services, Capital Markets, Leadership, Financial Analysis, Market Risk, Interest Rate..., SDLC, JavaScript, REST, Apache Spark, Java
Education
University of Iowa 1989 — 1991
M.S., Computer Science
University of Iowa 1985 — 1989
BA, Finance
Bloomberg LP May 2014 - Present
Imagine Software August 2012 - November 2013
Barclays Capital August 2010 - November 2011
JP Morgan & Co. August 2007 - February 2011
Bear Stearns 2007 - March 2008
Morgan Stanley/Prime Brokerage 2005 - 2007
Credit Suisse 2004 - 2005
JP Morgan 1996 - 2003
Nortel 1994 - 1995
Skills
Risk Management, Prime Brokerage, Trading Systems, Portfolio Management, Financial Markets, Fixed Income, Hedge Funds, Agile Methodologies, Equities, Derivatives, Software Development, Management, Options, Valuation, Equity Derivatives, Investment Banking, Financial Services, Capital Markets, Leadership, Financial Analysis, Market Risk, Interest Rate..., SDLC, JavaScript, REST, Apache Spark, Java
Education
University of Iowa 1989 — 1991
M.S., Computer Science
University of Iowa 1985 — 1989
BA, Finance
Till Guldimann Till Guldimann's J.P. Morgan & Co. Experience June 1974 - July 1995
Job
Industry Wine and Spirits
Experience
Chateau Hetsakais April 2011 - Present
SunGard September 1998 - March 2011
Infinity Financial Technology September 1995 - September 1998
J.P. Morgan & Co. June 1974 - July 1995
Skills
Start-ups, Business Strategy, Capital Markets, Product Management, Mergers, Business Development, Risk Management, Strategic Planning, Financial Services, Financial Markets, Vineyard Management, Winemaking, Strategy, Finance, Management Consulting, Mergers & Acquisitions, Financial Modeling, Private Equity, Trading, Asset Management, Electronic Trading, Equities, Trading Systems
Education
Harvard Business School 1972 — 1974
MBA
1967 — 1971
Dipl El. Ing
Chateau Hetsakais April 2011 - Present
SunGard September 1998 - March 2011
Infinity Financial Technology September 1995 - September 1998
J.P. Morgan & Co. June 1974 - July 1995
Skills
Start-ups, Business Strategy, Capital Markets, Product Management, Mergers, Business Development, Risk Management, Strategic Planning, Financial Services, Financial Markets, Vineyard Management, Winemaking, Strategy, Finance, Management Consulting, Mergers & Acquisitions, Financial Modeling, Private Equity, Trading, Asset Management, Electronic Trading, Equities, Trading Systems
Education
Harvard Business School 1972 — 1974
MBA
1967 — 1971
Dipl El. Ing
Carrie Bass Mezvinsky Carrie Bass Mezvinsky's J.P. Morgan & Co. Experience July 1997 - April 1999
Job Marketing Professional
Industry Online Media
Experience
Dunkin' Brands June 2010 - June 2011
Mary Kay, Inc. April 2009 - December 2009
Brown-Forman Corporation August 2005 - September 2008
Dow Jones May 2004 - June 2005
TheStreet.com, Inc. 1999 - 2004
JP Morgan & Co. July 1997 - April 1999
Skills
Interactive Marketing, New Media, Consumer Products, Email Marketing, E-commerce, Advertising, Social Media, Positioning, Marketing Strategy, Customer Engagement, Content Management, CRM, Product Development, Global Marketing, Budgets, Data Analysis, Web Strategy, Creative Management, Online Advertising, Web Analytics, Mobile Marketing, Integrated Marketing, Brand Management, Digital Strategy, Strategy, Cross-functional Team..., Relationship Marketing, Digital Marketing, Direct Marketing, Online Marketing, Digital Media
Education
Columbia University in the City of New York 1993 — 1997
BA
Dunkin' Brands June 2010 - June 2011
Mary Kay, Inc. April 2009 - December 2009
Brown-Forman Corporation August 2005 - September 2008
Dow Jones May 2004 - June 2005
TheStreet.com, Inc. 1999 - 2004
JP Morgan & Co. July 1997 - April 1999
Skills
Interactive Marketing, New Media, Consumer Products, Email Marketing, E-commerce, Advertising, Social Media, Positioning, Marketing Strategy, Customer Engagement, Content Management, CRM, Product Development, Global Marketing, Budgets, Data Analysis, Web Strategy, Creative Management, Online Advertising, Web Analytics, Mobile Marketing, Integrated Marketing, Brand Management, Digital Strategy, Strategy, Cross-functional Team..., Relationship Marketing, Digital Marketing, Direct Marketing, Online Marketing, Digital Media
Education
Columbia University in the City of New York 1993 — 1997
BA
Milo Chan Milo Chan's J.P. Morgan & Co. Experience September 1996 - January 1999
Job Independent Consultant at Vestant Corporation
Industry Information Technology and Services
Experience
Vestant Corporation November 2009 - Present
Rimes Technologies Corp. March 2007 - November 2009
Bloomberg LP November 2002 - December 2006
Vestant LLC January 1999 - November 2002
J.P. Morgan & Co. September 1996 - January 1999
BSG Corp. June 1995 - August 1996
J.P. Morgan Securities, Inc. October 1991 - June 1995
Lehman Brothers December 1989 - October 1991
Envort-Gray Corp. September 1987 - December 1989
Skills
Software Development, Market Data, Agile Methodologies, Equities, Integration, Enterprise Software, Fixed Income, Management, Scrum, Financial Markets, Outsourcing, Analysis, PMP, Project Management, Process Improvement, Object Oriented Design, Rapid Prototyping
Education
Cornell University 1982 — 1987
B.Sc.
Stuyvesant 1978 — 1982
Vestant Corporation November 2009 - Present
Rimes Technologies Corp. March 2007 - November 2009
Bloomberg LP November 2002 - December 2006
Vestant LLC January 1999 - November 2002
J.P. Morgan & Co. September 1996 - January 1999
BSG Corp. June 1995 - August 1996
J.P. Morgan Securities, Inc. October 1991 - June 1995
Lehman Brothers December 1989 - October 1991
Envort-Gray Corp. September 1987 - December 1989
Skills
Software Development, Market Data, Agile Methodologies, Equities, Integration, Enterprise Software, Fixed Income, Management, Scrum, Financial Markets, Outsourcing, Analysis, PMP, Project Management, Process Improvement, Object Oriented Design, Rapid Prototyping
Education
Cornell University 1982 — 1987
B.Sc.
Stuyvesant 1978 — 1982
Michael Hacker Michael Hacker's J.P. Morgan & Co. Experience June 2004 - September 2004
Job Managing Director at AlpInvest Partners
Industry Venture Capital & Private Equity
Experience
AlpInvest Partners September 2007 - Present
UBS Investment Bank July 2005 - October 2007
JP Morgan & Co. June 2004 - September 2004
CIBC World Markets July 2000 - August 2003
Skills
Private Equity, Alternative Investments, Investment Banking, Financial Modeling, Due Diligence, Investments, Corporate Finance, Buyouts
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
Williams College 1996 — 2000
Bachelor of Arts (B.A.)
University of Oxford 1998 — 1999
AlpInvest Partners September 2007 - Present
UBS Investment Bank July 2005 - October 2007
JP Morgan & Co. June 2004 - September 2004
CIBC World Markets July 2000 - August 2003
Skills
Private Equity, Alternative Investments, Investment Banking, Financial Modeling, Due Diligence, Investments, Corporate Finance, Buyouts
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
Williams College 1996 — 2000
Bachelor of Arts (B.A.)
University of Oxford 1998 — 1999
Gene Mallari Gene Mallari's J.P. Morgan & Co. Experience October 1993 - September 1998
Job Systems Engineer Fixed Income
Industry Financial Services
Experience
NASDAQ OMX March 2014 - Present
Deutsche Bank May 2010 - March 2014
Liquidnet May 2008 - April 2010
Morgan Stanley April 1999 - March 2008
Columbia University/Lamont Doherty Earth Observatory September 1998 - April 1999
JP Morgan & Co. October 1993 - September 1998
Skills
Options, Bloomberg, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Perl, SDLC, Solaris, Order Management, Sybase, Trading, Trading Systems, Unix Shell Scripting, Unix
Education
Rutgers University-New Brunswick
BA
NASDAQ OMX March 2014 - Present
Deutsche Bank May 2010 - March 2014
Liquidnet May 2008 - April 2010
Morgan Stanley April 1999 - March 2008
Columbia University/Lamont Doherty Earth Observatory September 1998 - April 1999
JP Morgan & Co. October 1993 - September 1998
Skills
Options, Bloomberg, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Perl, SDLC, Solaris, Order Management, Sybase, Trading, Trading Systems, Unix Shell Scripting, Unix
Education
Rutgers University-New Brunswick
BA
Stuart West Stuart West's J.P. Morgan & Co. Experience 1992 - 1999
Job SVP of Operations and CFO at Automattic (WordPress); Wikipedia board member
Industry Internet
Experience
Automattic (WordPress) April 2012 - Present
Wikipedia April 2008 - Present
Andreessen Horowitz 2011 - 2012
Kno (acquired by Intel) 2010 - 2011
InfoSpace 2008 - 2009
Yahoo! 2006 - 2008
TiVo 2000 - 2006
TimeDance 1999 - 2000
J.P. Morgan & Co. 1992 - 1999
Skills
WordPress, Leadership, Start-ups, Open Source, Strategic Partnerships, IPO, Financial Reporting, Finance, Venture Capital, Investments, Cloud Computing, Mergers & Acquisitions, Business Development, CFOs, Software Development, Product Management, Team Leadership, Mergers, Financial Accounting, Online Marketing, Investment Banking, Nonprofits, Financial & Operational..., Financial Transactions, Financial Modeling, Corporate Development, Acquisitions, Human Resources, Mobile Applications, User Experience
Education
Yale University 1988 — 1992
Bachelor's Degree
Deerfield Academy
Automattic (WordPress) April 2012 - Present
Wikipedia April 2008 - Present
Andreessen Horowitz 2011 - 2012
Kno (acquired by Intel) 2010 - 2011
InfoSpace 2008 - 2009
Yahoo! 2006 - 2008
TiVo 2000 - 2006
TimeDance 1999 - 2000
J.P. Morgan & Co. 1992 - 1999
Skills
WordPress, Leadership, Start-ups, Open Source, Strategic Partnerships, IPO, Financial Reporting, Finance, Venture Capital, Investments, Cloud Computing, Mergers & Acquisitions, Business Development, CFOs, Software Development, Product Management, Team Leadership, Mergers, Financial Accounting, Online Marketing, Investment Banking, Nonprofits, Financial & Operational..., Financial Transactions, Financial Modeling, Corporate Development, Acquisitions, Human Resources, Mobile Applications, User Experience
Education
Yale University 1988 — 1992
Bachelor's Degree
Deerfield Academy
Bill Wyman Bill Wyman's J.P. Morgan & Co. Experience November 1984 - June 1996
Job CEO at Summitas
Industry Information Technology and Services
Experience
Summitas July 2010 - Present
BNY Mellon June 2008 - July 2010
Rockefeller & Co. March 2003 - April 2008
Deutsche Bank July 1996 - March 2003
J.P. Morgan & Co. November 1984 - June 1996
Skills
Product Development, Wealth Management, Start-ups, Management, Strategy, Strategic Planning, Alternative Investments, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Wealth, Capital Markets, Private Banking, Venture Capital, Asset Management, Product Management, Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
MBA, Marketing/Marketing Management, General
University of Notre Dame 1977 — 1981
BBA, Accounting
Summitas July 2010 - Present
BNY Mellon June 2008 - July 2010
Rockefeller & Co. March 2003 - April 2008
Deutsche Bank July 1996 - March 2003
J.P. Morgan & Co. November 1984 - June 1996
Skills
Product Development, Wealth Management, Start-ups, Management, Strategy, Strategic Planning, Alternative Investments, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Wealth, Capital Markets, Private Banking, Venture Capital, Asset Management, Product Management, Investments, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
MBA, Marketing/Marketing Management, General
University of Notre Dame 1977 — 1981
BBA, Accounting
Samiksha Mudgal Samiksha Mudgal's J.P. Morgan & Co. Experience May 2008 - January 2009
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Reval January 2011 - May 2012
Citigroup May 2009 - December 2010
JP Morgan & Co. May 2008 - January 2009
New Light Capital LLC June 2006 - May 2007
Skills
Financial Modeling, Due Diligence, Treasury, Market Research, SQL, Fixed Income, Valuation, Derivatives, Trading, Forecasting, Accounting, VAR, Bloomberg, Equity Research, Financial Statement...
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
MBA, Finance, General
Morgan Stanley June 2012 - Present
Reval January 2011 - May 2012
Citigroup May 2009 - December 2010
JP Morgan & Co. May 2008 - January 2009
New Light Capital LLC June 2006 - May 2007
Skills
Financial Modeling, Due Diligence, Treasury, Market Research, SQL, Fixed Income, Valuation, Derivatives, Trading, Forecasting, Accounting, VAR, Bloomberg, Equity Research, Financial Statement...
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
MBA, Finance, General
David Arndt David Arndt's J.P. Morgan & Co. Experience March 1987 - March 1989
Job Director of Technology at Thermo Fisher Scientific
Industry Computer Software
Experience
Thermo Fisher Scientific May 2014 - Present
Orion Development Corporation October 1994 - May 2014
Ipreo March 2007 - February 2008
Multinational Computer Models, Inc. November 1991 - June 1995
Atlantic Information Management, Inc. March 1990 - November 1991
Software Options, Inc. March 1989 - March 1990
JP Morgan & Co. March 1987 - March 1989
MCM, Incorporated May 1985 - March 1987
Orquesta Sinfonica de Maracaibo August 1981 - August 1984
Self Employed September 1974 - August 1981
Skills
Software Development, Software Design, Software Engineering, Requirements Analysis, Databases, Project Management, Microsoft SQL Server, SQL, C++, .NET, Team Leadership, Architecture, Architectures, User Interface Design, Web Services, Product Management, Web Applications, Management, System Architecture, Leadership, NServiceBus, iOS Development, Technical Vision, Android Development, Technical Leadership, Music Performance, Music Promotion, Music Production, Music Theory, Musical Arranging, Music Orchestration, Consulting
Education
University of The Arts 1974 — 1979
BM-BME, Music
Thermo Fisher Scientific May 2014 - Present
Orion Development Corporation October 1994 - May 2014
Ipreo March 2007 - February 2008
Multinational Computer Models, Inc. November 1991 - June 1995
Atlantic Information Management, Inc. March 1990 - November 1991
Software Options, Inc. March 1989 - March 1990
JP Morgan & Co. March 1987 - March 1989
MCM, Incorporated May 1985 - March 1987
Orquesta Sinfonica de Maracaibo August 1981 - August 1984
Self Employed September 1974 - August 1981
Skills
Software Development, Software Design, Software Engineering, Requirements Analysis, Databases, Project Management, Microsoft SQL Server, SQL, C++, .NET, Team Leadership, Architecture, Architectures, User Interface Design, Web Services, Product Management, Web Applications, Management, System Architecture, Leadership, NServiceBus, iOS Development, Technical Vision, Android Development, Technical Leadership, Music Performance, Music Promotion, Music Production, Music Theory, Musical Arranging, Music Orchestration, Consulting
Education
University of The Arts 1974 — 1979
BM-BME, Music
John Forlines III John Forlines III's J.P. Morgan & Co. Experience January 1985 - May 2000
Job Founder,Chairman & Chief Investment Officer at JAForlines Family Office
Industry Financial Services
Experience
Duke University August 2011 - Present
JAForlines Global May 2009 - Present
JAForlines Family Office May 2000 - Present
Core Asset Management June 2004 - May 2009
OffRoad Capital Corporation May 2000 - March 2001
J.P. Morgan & Co. January 1985 - May 2000
Skills
Private Equity, Investments, Portfolio Management, Tactical Asset..., Asset Management, Funding, Investment Management, Finance, Financial Markets, Investment Banking, Equities, Financial Advisory, Asset Allocation, Mutual Funds, Asset Managment, Mergers & Acquisitions, Mergers, Management, Start-ups, Corporate Finance, Structured Products, Alternative Investments, ETFs, Retirement Planning, Banking
Education
Duke University School of Law 1980 — 1982
J.D., Law
Duke University 1973 — 1977
B.A., English & Economics
Duke University August 2011 - Present
JAForlines Global May 2009 - Present
JAForlines Family Office May 2000 - Present
Core Asset Management June 2004 - May 2009
OffRoad Capital Corporation May 2000 - March 2001
J.P. Morgan & Co. January 1985 - May 2000
Skills
Private Equity, Investments, Portfolio Management, Tactical Asset..., Asset Management, Funding, Investment Management, Finance, Financial Markets, Investment Banking, Equities, Financial Advisory, Asset Allocation, Mutual Funds, Asset Managment, Mergers & Acquisitions, Mergers, Management, Start-ups, Corporate Finance, Structured Products, Alternative Investments, ETFs, Retirement Planning, Banking
Education
Duke University School of Law 1980 — 1982
J.D., Law
Duke University 1973 — 1977
B.A., English & Economics
Nick Eaton Nick Eaton's J.P. Morgan & Co. Experience 1996 - 1999
Job Investment Advisor
Industry Investment Management
Experience
EARN January 2004 - Present
Goldman Sachs, Private Wealth Management 2001 - Present
Protege Inc., UK 2000 - 2000
JP Morgan & Co. 1996 - 1999
JPMorgan Securities 1994 - 1996
Skills
Derivatives, Investment Management, Risk Management, Asset Allocation, IPO, Estate Planning, Equity Capital Markets, Wealth Management..., Start-ups, Strategy, Financial Analysis, Business Strategy, Fundraising, Fixed Income, LBO, Series 7, Securities, Non-profits, Business Development, Bloomberg, Financial Advisory, Philanthropy, Venture Capital, Equities
Education
Harvard Business School 1999 — 2001
MBA, Finance
University of North Carolina 1990 — 1994
BA (hons), Economics and Political Science
EARN January 2004 - Present
Goldman Sachs, Private Wealth Management 2001 - Present
Protege Inc., UK 2000 - 2000
JP Morgan & Co. 1996 - 1999
JPMorgan Securities 1994 - 1996
Skills
Derivatives, Investment Management, Risk Management, Asset Allocation, IPO, Estate Planning, Equity Capital Markets, Wealth Management..., Start-ups, Strategy, Financial Analysis, Business Strategy, Fundraising, Fixed Income, LBO, Series 7, Securities, Non-profits, Business Development, Bloomberg, Financial Advisory, Philanthropy, Venture Capital, Equities
Education
Harvard Business School 1999 — 2001
MBA, Finance
University of North Carolina 1990 — 1994
BA (hons), Economics and Political Science
James Earl Brown III's J.P. Morgan & Co. Experience August 1997 - May 1998
Job Associate Director, Finance, Operations, Entrepreneurship and Innovation at The University of Texas at Austin
Industry Executive Office
Experience
University of Texas at Austin August 2011 - Present
SPARKPHONE January 2009 - December 2009
VIRTUS CAPITAL PARTNERS May 2007 - July 2008
INVISIBLEHAND NETWORKS December 2001 - January 2003
POLARIS VENTURE PARTNERS May 1998 - December 2001
J.P. MORGAN & CO. August 1997 - May 1998
J.P. MORGAN CAPITAL CORPORATION June 1995 - August 1995
J.P. MORGAN & CO. June 1994 - August 1994
Skills
Venture Capital, Start-ups, Private Equity, Investments, Entrepreneurship, Mergers & Acquisitions, New Business Development, Finance, Business Planning, Mergers, Risk Management, Business Development, Corporate Finance, Leadership, Due Diligence, Strategic Planning, Valuation, Strategy, Management, Analysis, Public Relations, Strategic Partnerships, Marketing Strategy, Fundraising, Executive Management, Government, Enterprise Software, Contract Negotiation, Management Consulting, International Business, Negotiation, Leadership Development, Financial Modeling, Market Research, Competitive Analysis, Program Management, Licensing, Business Strategy, Team Building, Cross-functional Team..., Restructuring, Team Management, Process Improvement, Analytics, Team Leadership, Financial Analysis, Operations Management, Budgets, Change Management, Business Process...
Education
New York University School of Law 1992 — 1997
J.D., Entrepreneurship/Entrepreneurial Studies, Corporate Law, International Law
Harvard Business School 1993 — 1995
M.B.A., General Management
U.S. Army Aviation Officer School 1988 — 1991
Aviator, Rotary Wing Strategy, Operations & Tactics
United States Military Academy at West Point 1984 — 1988
Bachelor of Science, Engineering, and Political Science
New York Military Academy, Cornwall-on-Hudson, NY 1979 — 1984
High School Diploma, General Studies, Advanced Placement and College Curriculum
University of Texas at Austin August 2011 - Present
SPARKPHONE January 2009 - December 2009
VIRTUS CAPITAL PARTNERS May 2007 - July 2008
INVISIBLEHAND NETWORKS December 2001 - January 2003
POLARIS VENTURE PARTNERS May 1998 - December 2001
J.P. MORGAN & CO. August 1997 - May 1998
J.P. MORGAN CAPITAL CORPORATION June 1995 - August 1995
J.P. MORGAN & CO. June 1994 - August 1994
Skills
Venture Capital, Start-ups, Private Equity, Investments, Entrepreneurship, Mergers & Acquisitions, New Business Development, Finance, Business Planning, Mergers, Risk Management, Business Development, Corporate Finance, Leadership, Due Diligence, Strategic Planning, Valuation, Strategy, Management, Analysis, Public Relations, Strategic Partnerships, Marketing Strategy, Fundraising, Executive Management, Government, Enterprise Software, Contract Negotiation, Management Consulting, International Business, Negotiation, Leadership Development, Financial Modeling, Market Research, Competitive Analysis, Program Management, Licensing, Business Strategy, Team Building, Cross-functional Team..., Restructuring, Team Management, Process Improvement, Analytics, Team Leadership, Financial Analysis, Operations Management, Budgets, Change Management, Business Process...
Education
New York University School of Law 1992 — 1997
J.D., Entrepreneurship/Entrepreneurial Studies, Corporate Law, International Law
Harvard Business School 1993 — 1995
M.B.A., General Management
U.S. Army Aviation Officer School 1988 — 1991
Aviator, Rotary Wing Strategy, Operations & Tactics
United States Military Academy at West Point 1984 — 1988
Bachelor of Science, Engineering, and Political Science
New York Military Academy, Cornwall-on-Hudson, NY 1979 — 1984
High School Diploma, General Studies, Advanced Placement and College Curriculum
Albert Sutton Albert Sutton's J.P. Morgan & Co. Experience 1986 - 1996
Job Merger, Acquisition, and Divesture PMO at Novartis Phamaceuticals
Industry Information Technology and Services
Experience
AJS Technology Solutions, LLC August 2011 - Present
Novartis Pharmaceuticals 2011 - Present
Marinus Partners 2010 - December 2011
JP Morgan Chase 2002 - 2009
IBM/Tivoli Systems 1999 - 2002
McKinsey & Company 1998 - 2000
JP Morgan & Co. 1986 - 1996
NJ Transit 1983 - 1986
Skills
Vendor Management, Program Management, Outsourcing, Relationship Management, Business Process..., Contract Negotiation, Business Communications, IT Strategy, SDLC, Business Analysis, Enterprise Software, Enterprise Architecture, Business Process, Disaster Recovery, Consulting, Management Consulting, Strategy, CRM
Education
Rutgers University-New Brunswick 1975 — 1979
BA, Economics
AJS Technology Solutions, LLC August 2011 - Present
Novartis Pharmaceuticals 2011 - Present
Marinus Partners 2010 - December 2011
JP Morgan Chase 2002 - 2009
IBM/Tivoli Systems 1999 - 2002
McKinsey & Company 1998 - 2000
JP Morgan & Co. 1986 - 1996
NJ Transit 1983 - 1986
Skills
Vendor Management, Program Management, Outsourcing, Relationship Management, Business Process..., Contract Negotiation, Business Communications, IT Strategy, SDLC, Business Analysis, Enterprise Software, Enterprise Architecture, Business Process, Disaster Recovery, Consulting, Management Consulting, Strategy, CRM
Education
Rutgers University-New Brunswick 1975 — 1979
BA, Economics
Alan Yang Alan Yang's J.P. Morgan & Co. Experience June 1990 - June 1996
Job Vice President Applications & Architecture at MSC Industrial Supply
Industry Wholesale
Experience
MSC Industrial Supply August 2013 - Present
MSC Industrial Supply April 2010 - August 2013
Arrow Electronics August 1999 - April 2010
Mount Sinai Medical Center 1996 - 1999
J.P. Morgan & Co. June 1990 - June 1996
Skills
Oracle E-Business Suite, E-commerce, Enterprise Architecture, SAP, ERP, Software Development, Project Management, Cross-functional Team..., Integration, Financial Services, Leadership, SDLC, Management, Analysis, IT Strategy, Information Security, IBM Websphere Commerce, Oracle Fusion Middleware, IT Management, Vendor Management, Information Technology, Business Intelligence, Enterprise Software
Education
Binghamton University - School of Management 1986 — 1990
BS, Management/MIS
Princeton Day School 1982 — 1986
MSC Industrial Supply August 2013 - Present
MSC Industrial Supply April 2010 - August 2013
Arrow Electronics August 1999 - April 2010
Mount Sinai Medical Center 1996 - 1999
J.P. Morgan & Co. June 1990 - June 1996
Skills
Oracle E-Business Suite, E-commerce, Enterprise Architecture, SAP, ERP, Software Development, Project Management, Cross-functional Team..., Integration, Financial Services, Leadership, SDLC, Management, Analysis, IT Strategy, Information Security, IBM Websphere Commerce, Oracle Fusion Middleware, IT Management, Vendor Management, Information Technology, Business Intelligence, Enterprise Software
Education
Binghamton University - School of Management 1986 — 1990
BS, Management/MIS
Princeton Day School 1982 — 1986
Chris Wasden's J.P. Morgan & Co. Experience June 1987 - March 1995
Job Professor of Innovation & Executive Director of the Sorenson Center for Discovery and Innovation at University of Utah
Industry Hospital & Health Care
Experience
David Eccles School of Business at the University of Utah June 2014 - Present
PricewaterhouseCoopers September 2007 - 2014
SimplexityMD, Inc. August 2005 - September 2007
Tympany, Inc. June 2001 - September 2005
Gen3 Partners July 2000 - April 2001
Azurix / Waterdesk.com November 1998 - March 2000
Koch Industries, Inc. June 1996 - October 1998
Caity & Abby's Daily Bread June 1994 - July 1996
Union Bank of Switzerland February 1995 - June 1996
JP Morgan & Co. June 1987 - March 1995
Skills
Venture Capital, Healthcare, Medical Devices, Mergers, Strategic Planning, Innovation Management, Product Development, Innovative Thinking, Open Innovation, Mergers & Acquisitions, Entrepreneurship, Strategy, Leadership, Start-ups, Business Strategy, Program Management, Business Planning, Business Development, Financial Modeling, eHealth, New Business Development, Management, Management Consulting, Due Diligence, Corporate Finance, Executive Management, Finance, Corporate Development, Acquisition Integration, Private Equity, Strategic Partnerships, Healthcare Management, Innovation, Healthcare Information...
Education
The George Washington University 2006 — 2009
EdD, Human & Organizational Learning
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
MBA, Finance and Strategy
Brigham Young University 1981 — 1985
BS & BA, Accounting & Asian Studies
David Eccles School of Business at the University of Utah June 2014 - Present
PricewaterhouseCoopers September 2007 - 2014
SimplexityMD, Inc. August 2005 - September 2007
Tympany, Inc. June 2001 - September 2005
Gen3 Partners July 2000 - April 2001
Azurix / Waterdesk.com November 1998 - March 2000
Koch Industries, Inc. June 1996 - October 1998
Caity & Abby's Daily Bread June 1994 - July 1996
Union Bank of Switzerland February 1995 - June 1996
JP Morgan & Co. June 1987 - March 1995
Skills
Venture Capital, Healthcare, Medical Devices, Mergers, Strategic Planning, Innovation Management, Product Development, Innovative Thinking, Open Innovation, Mergers & Acquisitions, Entrepreneurship, Strategy, Leadership, Start-ups, Business Strategy, Program Management, Business Planning, Business Development, Financial Modeling, eHealth, New Business Development, Management, Management Consulting, Due Diligence, Corporate Finance, Executive Management, Finance, Corporate Development, Acquisition Integration, Private Equity, Strategic Partnerships, Healthcare Management, Innovation, Healthcare Information...
Education
The George Washington University 2006 — 2009
EdD, Human & Organizational Learning
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
MBA, Finance and Strategy
Brigham Young University 1981 — 1985
BS & BA, Accounting & Asian Studies
Ginny Kennedy Ginny Kennedy's J.P. Morgan & Co. Experience 1994 - 1997
Job
Industry Information Technology and Services
Experience
Federal Home Loan Bank of San Francisco March 2014 - Present
Littler Mendelson January 2009 - March 2014
Wilson Sonsini Goodrich & Rosati August 2005 - December 2008
Wilson Sonsini Goodrich & Rosati 2000 - 2005
Wilson Sonsini Goodrich & Rosati 1998 - 2000
McKinsey & Company 1997 - 1998
JP Morgan & Co 1994 - 1997
Professional Development Group 1992 - 1994
Skills
Vendor Management, Software Documentation, IT Service Management, Technical Support, Leadership, Help Desk Support, Active Directory, Management, ITIL, Process Improvement, Project Management, Outsourcing, Team Building, Knowledge Management, Incident Management, World Class Customer..., iOS
Education
NLP & Coaching Institute of California 2006 — 2006
Certificate
NLP Marin 1998 — 2004
Binghamton University 1984 — 1988
BA
Federal Home Loan Bank of San Francisco March 2014 - Present
Littler Mendelson January 2009 - March 2014
Wilson Sonsini Goodrich & Rosati August 2005 - December 2008
Wilson Sonsini Goodrich & Rosati 2000 - 2005
Wilson Sonsini Goodrich & Rosati 1998 - 2000
McKinsey & Company 1997 - 1998
JP Morgan & Co 1994 - 1997
Professional Development Group 1992 - 1994
Skills
Vendor Management, Software Documentation, IT Service Management, Technical Support, Leadership, Help Desk Support, Active Directory, Management, ITIL, Process Improvement, Project Management, Outsourcing, Team Building, Knowledge Management, Incident Management, World Class Customer..., iOS
Education
NLP & Coaching Institute of California 2006 — 2006
Certificate
NLP Marin 1998 — 2004
Binghamton University 1984 — 1988
BA
Stacy Donohue Stacy Donohue's J.P. Morgan & Co. Experience October 1992 - April 1995
Job Investment Partner at Omidyar Network
Industry Philanthropy
Experience
Omidyar Network November 2008 - Present
Code for America 2012 - Present
Global Integrity 2009 - Present
Sunlight Foundation 2010 - 2014
Hewlett-Packard Company September 2001 - November 2008
Hewlett-Packard Company November 1999 - August 2001
Boston Consulting Group 1997 - 1999
JP Morgan & Co. October 1992 - April 1995
Skills
Venture Capital, Strategy, Corporate Development, Board Governance, Start-ups, Business Strategy, Mergers, Emerging Markets, Strategic Partnerships, Entrepreneurship, Due Diligence, Financial Modeling, Human c, Non-profits, Foundations, Mergers & Acquisitions, Investments, Executive Management, Nonprofits, Strategic Planning, Business Development, Angel Investing, Leadership, Valuation, Portfolio Management, Management Consulting, Competitive Analysis
Education
Harvard Business School 1995 — 1997
Masters in Business Administration
University of California, Berkeley 1990 — 1992
MA, Art History
Yale University 1986 — 1990
BA, History of Art
Omidyar Network November 2008 - Present
Code for America 2012 - Present
Global Integrity 2009 - Present
Sunlight Foundation 2010 - 2014
Hewlett-Packard Company September 2001 - November 2008
Hewlett-Packard Company November 1999 - August 2001
Boston Consulting Group 1997 - 1999
JP Morgan & Co. October 1992 - April 1995
Skills
Venture Capital, Strategy, Corporate Development, Board Governance, Start-ups, Business Strategy, Mergers, Emerging Markets, Strategic Partnerships, Entrepreneurship, Due Diligence, Financial Modeling, Human c, Non-profits, Foundations, Mergers & Acquisitions, Investments, Executive Management, Nonprofits, Strategic Planning, Business Development, Angel Investing, Leadership, Valuation, Portfolio Management, Management Consulting, Competitive Analysis
Education
Harvard Business School 1995 — 1997
Masters in Business Administration
University of California, Berkeley 1990 — 1992
MA, Art History
Yale University 1986 — 1990
BA, History of Art
Andrea Tucker's J.P. Morgan & Co. Experience February 1982 - August 1992
Job Executive Assistant and Office Manager, Supporting President/CEO and CLO at The Krystal Company
Industry Executive Office
Experience
THE KRYSTAL COMPANY February 2013 - Present
IMPELLAM GROUP NORTH AMERICA October 2009 - January 2013
LODGIAN, INC. - A public corporation, engaged in the ownership and operation of major hotel brands June 2001 - July 2009
ProAct Technologies June 1999 - June 2001
JONES LANG LASALLE - Formerly known as COMPASS Management and Leasing, Inc. March 1995 - June 1999
Arthur Andersen & Co. October 1992 - February 1995
JP MORGAN & CO. February 1982 - August 1992
Skills
Executive..., Event Planning, Coordinating Events, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Office Management, Office Administration, Microsoft Office 2007, Invoice Processing, Vendor Management, Notary Public, Organizational Charts, Visio, Travel Management, Travel Planning, Hospitality Industry, Event Management, Human Resources, Executive Support, Leadership, Customer Satisfaction, Travel Arrangements, Sales, Administrative..., Budgets, Meeting Planning, Administration, Management, Customer Service
Education
CUNY New York City College of Technology 1980 — 1982
Associate Degree (graduated with honors), Executive Secretarial Science/Business
THE KRYSTAL COMPANY February 2013 - Present
IMPELLAM GROUP NORTH AMERICA October 2009 - January 2013
LODGIAN, INC. - A public corporation, engaged in the ownership and operation of major hotel brands June 2001 - July 2009
ProAct Technologies June 1999 - June 2001
JONES LANG LASALLE - Formerly known as COMPASS Management and Leasing, Inc. March 1995 - June 1999
Arthur Andersen & Co. October 1992 - February 1995
JP MORGAN & CO. February 1982 - August 1992
Skills
Executive..., Event Planning, Coordinating Events, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Office Management, Office Administration, Microsoft Office 2007, Invoice Processing, Vendor Management, Notary Public, Organizational Charts, Visio, Travel Management, Travel Planning, Hospitality Industry, Event Management, Human Resources, Executive Support, Leadership, Customer Satisfaction, Travel Arrangements, Sales, Administrative..., Budgets, Meeting Planning, Administration, Management, Customer Service
Education
CUNY New York City College of Technology 1980 — 1982
Associate Degree (graduated with honors), Executive Secretarial Science/Business
Jane Agar's J.P. Morgan & Co. Experience November 1981 - June 1988
Job Owner, Agar Associates
Industry Management Consulting
Experience
Agar Associates February 1992 - Present
Goldman Sachs 1990 - 1992
The Chase Manhattan Bank June 1988 - September 1989
J.P. Morgan & Co. November 1981 - June 1988
Skills
Executive Coaching, Leadership Development, Organizational..., Organizational..., Performance Management, Change Management, Coaching, Management Consulting, Executive Development, Team Building, 360 Feedback, Culture Change, Strategic Planning, Employee Relations, Metaphor Mapping, Creative Thinking and..., Talent Management, Leadership, Human Resources, Training, Succession Planning, Deferred Compensation, Cross-functional Team..., Organizational Design, Management Development, Management, Employee Engagement, Consulting, Program Management, Strategy, Workshop Facilitation
Education
University of Maryland at College Park 1975 — 1978
Masters Degree, Counseling and Personnel
Alfred University 1970 — 1974
Bachelors' Degree, Psychology
Agar Associates February 1992 - Present
Goldman Sachs 1990 - 1992
The Chase Manhattan Bank June 1988 - September 1989
J.P. Morgan & Co. November 1981 - June 1988
Skills
Executive Coaching, Leadership Development, Organizational..., Organizational..., Performance Management, Change Management, Coaching, Management Consulting, Executive Development, Team Building, 360 Feedback, Culture Change, Strategic Planning, Employee Relations, Metaphor Mapping, Creative Thinking and..., Talent Management, Leadership, Human Resources, Training, Succession Planning, Deferred Compensation, Cross-functional Team..., Organizational Design, Management Development, Management, Employee Engagement, Consulting, Program Management, Strategy, Workshop Facilitation
Education
University of Maryland at College Park 1975 — 1978
Masters Degree, Counseling and Personnel
Alfred University 1970 — 1974
Bachelors' Degree, Psychology
George Shakespear's J.P. Morgan & Co. Experience October 1984 - December 2000
Job Communications director at the Garden Conservancy
Industry Public Relations and Communications
Experience
The Garden Conservancy Communications ManagerThe Garden ConservancyAugust 2009 - June 2014
The New York Botanical Garden January 2003 - January 2009
JPMorgan Chase January 2001 - December 2002
J.P. Morgan & Co. October 1984 - December 2000
Skills
Public Relations, Press Releases, Newsletters, Program Management, Strategic Communications, Corporate Communications, Nonprofits, Marketing Communications, Internal Communications, Grant Writing, Marketing, Advertising, Fundraising, Web Design, Facebook, Publishing, Publications, Editorial, Editing
Education
Columbia University in the City of New York 2003 — 2005
Certificate in Conservation Biology, Center for Environmental Research and Conservation
Yale School of Art 1977 — 1979
MFA, Design
Yale University 1970 — 1974
BA
The Garden Conservancy Communications ManagerThe Garden ConservancyAugust 2009 - June 2014
The New York Botanical Garden January 2003 - January 2009
JPMorgan Chase January 2001 - December 2002
J.P. Morgan & Co. October 1984 - December 2000
Skills
Public Relations, Press Releases, Newsletters, Program Management, Strategic Communications, Corporate Communications, Nonprofits, Marketing Communications, Internal Communications, Grant Writing, Marketing, Advertising, Fundraising, Web Design, Facebook, Publishing, Publications, Editorial, Editing
Education
Columbia University in the City of New York 2003 — 2005
Certificate in Conservation Biology, Center for Environmental Research and Conservation
Yale School of Art 1977 — 1979
MFA, Design
Yale University 1970 — 1974
BA
Muriel Mallien Luderowski's J.P. Morgan & Co. Experience 1984 - 1998
Job Graduate Student Faculty of Fine ArtsArt History at Concordia University
Industry Museums and Institutions
Experience
Concordia University September 2014 - Present
Montreal Museum of Fine Arts 2010 - Present
Mattress Factory Art Museum 2004 - Present
Adirondack Film Society 2003 - 2004
North Country School, Inc. 1998 - 2003
J.P. Morgan & Co. 1984 - 1998
Jones Lang Wootton 1980 - 1984
United Nations Conference on Trade and Development 1978 - 1980
Delegation of the Commission of the European Communities 1978 - 1980
French Institute Alliance Francaise 1978 - 1980
Skills
Foreign Languages, Museums, Fundraising, French, Newsletters, Spanish, History, Non-profits, Grant Writing, Art History, Editing, Research, Exhibit Design, Teaching, Community Outreach, Program Development, Public Speaking, Art, Contemporary Art, Museum Education, Publishing
Education
Concordia University 2012 — 2013
Independent Student - 24 Credits, Art History
New York University 1983 — 1984
Real Estate and Investment Analysis
University of Louvain, Belgium 1971 — 1975
BS, Linguistics (French, Dutch, English)
Concordia University September 2014 - Present
Montreal Museum of Fine Arts 2010 - Present
Mattress Factory Art Museum 2004 - Present
Adirondack Film Society 2003 - 2004
North Country School, Inc. 1998 - 2003
J.P. Morgan & Co. 1984 - 1998
Jones Lang Wootton 1980 - 1984
United Nations Conference on Trade and Development 1978 - 1980
Delegation of the Commission of the European Communities 1978 - 1980
French Institute Alliance Francaise 1978 - 1980
Skills
Foreign Languages, Museums, Fundraising, French, Newsletters, Spanish, History, Non-profits, Grant Writing, Art History, Editing, Research, Exhibit Design, Teaching, Community Outreach, Program Development, Public Speaking, Art, Contemporary Art, Museum Education, Publishing
Education
Concordia University 2012 — 2013
Independent Student - 24 Credits, Art History
New York University 1983 — 1984
Real Estate and Investment Analysis
University of Louvain, Belgium 1971 — 1975
BS, Linguistics (French, Dutch, English)
Pam Harrington Pam Harrington's J.P. Morgan & Co. Experience 1997 - 2000
Job Recruiting Director at Confidential Investment Management Company
Industry Investment Management
Experience
Confidential Investment Management Company 2014 - Present
Gramercy Cellars 2005 - Present
Glocap Search 2004 - 2013
Massachusetts Business Alliance for Education 2002 - 2003
J.P. Morgan & Co. 1997 - 2000
Education
Harvard University 2001 — 2002
Ed.M.
Georgetown University 1993 — 1997
BSBA
The Baldwin School 1979 — 1993
High School Diploma
Confidential Investment Management Company 2014 - Present
Gramercy Cellars 2005 - Present
Glocap Search 2004 - 2013
Massachusetts Business Alliance for Education 2002 - 2003
J.P. Morgan & Co. 1997 - 2000
Education
Harvard University 2001 — 2002
Ed.M.
Georgetown University 1993 — 1997
BSBA
The Baldwin School 1979 — 1993
High School Diploma
Jay Koval Jay Koval's J.P. Morgan & Co. Experience 1997 - 2000
Job VP IR at BrownForman
Industry Wine and Spirits
Experience
Brown-Forman March 2012 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2006 - March 2012
J.P. Morgan & Co. 1997 - 2000
Skills
Investor Relations, Strategic Planning, Public Relations, Marketing Strategy, Competitive Analysis, Financial Analysis, Financial Forecasting, Quantitative Analytics, Strategy, Strategic Partnerships, Corporate Communications
Education
Kellogg School of Management 2000 — 2002
Master of Business Administration (MBA), Finance and International Economics
London School of Economics and Political Science 1995 — 1996
Diploma, Economics
Yale University 1991 — 1995
Bachelor of Arts (BA), Biology, General
Brown-Forman March 2012 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2006 - March 2012
J.P. Morgan & Co. 1997 - 2000
Skills
Investor Relations, Strategic Planning, Public Relations, Marketing Strategy, Competitive Analysis, Financial Analysis, Financial Forecasting, Quantitative Analytics, Strategy, Strategic Partnerships, Corporate Communications
Education
Kellogg School of Management 2000 — 2002
Master of Business Administration (MBA), Finance and International Economics
London School of Economics and Political Science 1995 — 1996
Diploma, Economics
Yale University 1991 — 1995
Bachelor of Arts (BA), Biology, General
Barbara Scharf Barbara Scharf's J.P. Morgan & Co. Experience August 2005 - August 2007
Job Real Estate Professional/ Licensed Salesperson
Industry Real Estate
Experience
Ideal Properties Group May 2013 - Present
Time Inc January 2007 - Present
J.P. Morgan & Co. August 2005 - August 2007
Goldman Sachs and Co January 1998 - January 2005
JP Morgan & Co, Inc January 1987 - January 1998
Skills
Strategic Planning, Project Management, Vendor Management, Budgets, Facilities Management, Project Planning, Construction, Management, Leadership, Contract Negotiation, Real Estate, Contract Management, Interior Design, Sales, Finance, Construction Management, MS Project, Team Building, Negotiation, Program Management, Process Scheduler, Business Development, New Business Development, Strategy, Proposal Writing
Education
Long Island University 1970 — 1978
MA, Fine Arts
Long Island University, C.W. Post Campus 1969 — 1978
BA,MA
New York State Real Estate
BA, Fine Arts
Ideal Properties Group May 2013 - Present
Time Inc January 2007 - Present
J.P. Morgan & Co. August 2005 - August 2007
Goldman Sachs and Co January 1998 - January 2005
JP Morgan & Co, Inc January 1987 - January 1998
Skills
Strategic Planning, Project Management, Vendor Management, Budgets, Facilities Management, Project Planning, Construction, Management, Leadership, Contract Negotiation, Real Estate, Contract Management, Interior Design, Sales, Finance, Construction Management, MS Project, Team Building, Negotiation, Program Management, Process Scheduler, Business Development, New Business Development, Strategy, Proposal Writing
Education
Long Island University 1970 — 1978
MA, Fine Arts
Long Island University, C.W. Post Campus 1969 — 1978
BA,MA
New York State Real Estate
BA, Fine Arts
Jeff Daugherty Jeff Daugherty's J.P. Morgan & Co. Experience January 1992 - December 1997
Job CFO/COO at SPBS, Inc.
Industry Hospital & Health Care
Experience
SPBS, Inc. April 2011 - Present
The CFS Group January 1997 - Present
Connilly Enterprises, Inc. June 2013 - Present
JP Morgan & Co. January 1992 - December 1997
Morgan Guaranty Trust January 1992 - December 1997
Bank of North America January 1990 - December 1992
Skills
CFO, Change Management, Mergers, Acquisition Integration, Venture Capital, Capital Markets, Working Capital..., Capital Structure, Capital Budgeting, Corporate Finance, Business Analysis, Business Strategy, Business Planning, Business Process, Business Management, Exit Strategies, Financial Modeling, Financial Management, Financial Control, Financial Advisory, M&A experience, Performance Management, Performance Analysis, Performance Improvement, Performance Metrics, Cash Management, Cash Flow Forecasting, Budget Management, Private Equity, Recapitalizations, Growth Capital, Growth Planning, Business Growth, LBO, Divestitures, Turnaround, Business Turnaround, Turnaround Experience, Selling Businesses, Debt Structuring, Asset Based Lending, Due Diligence, Business Valuation, Strategy, Public Speaking, Business Process..., Strategic Planning, Managerial Finance, Executive Management, Investments
Education
Nova Southeastern University 1987 — 1989
MBA, Finance
Sam Houston State University 1981 — 1986
BBA, Finance
SPBS, Inc. April 2011 - Present
The CFS Group January 1997 - Present
Connilly Enterprises, Inc. June 2013 - Present
JP Morgan & Co. January 1992 - December 1997
Morgan Guaranty Trust January 1992 - December 1997
Bank of North America January 1990 - December 1992
Skills
CFO, Change Management, Mergers, Acquisition Integration, Venture Capital, Capital Markets, Working Capital..., Capital Structure, Capital Budgeting, Corporate Finance, Business Analysis, Business Strategy, Business Planning, Business Process, Business Management, Exit Strategies, Financial Modeling, Financial Management, Financial Control, Financial Advisory, M&A experience, Performance Management, Performance Analysis, Performance Improvement, Performance Metrics, Cash Management, Cash Flow Forecasting, Budget Management, Private Equity, Recapitalizations, Growth Capital, Growth Planning, Business Growth, LBO, Divestitures, Turnaround, Business Turnaround, Turnaround Experience, Selling Businesses, Debt Structuring, Asset Based Lending, Due Diligence, Business Valuation, Strategy, Public Speaking, Business Process..., Strategic Planning, Managerial Finance, Executive Management, Investments
Education
Nova Southeastern University 1987 — 1989
MBA, Finance
Sam Houston State University 1981 — 1986
BBA, Finance
Sandra J.S. Kurek Sandra J.S. Kurek's J.P. Morgan & Co. Experience February 1989 - February 1998
Job Professional
Industry Financial Services
Experience
JP Morgan & Co February 1989 - February 1998
Citibank August 1985 - January 1989
Beneficial Corporation June 1983 - August 1985
Skills
Risk Management, Capital Markets, Marketing, Treasury Management, Private Banking, Cash Management, Fixed Income, Portfolio Management, Credit, Financial Risk, Hedge Funds, Treasury, Leadership, Medical Education, Medical Training, Commercial Lending
Education
Seton Hall University 2011 — 2013
Physician Assistant Program Credits
University of Delaware 1986 — 1989
MBA, Business and Finance
Franklin & Marshall College 1979 — 1983
Bachelor of Arts (BA), Economics and English
JP McCaskey High School, Lancaster, PA 1975 — 1979
JP Morgan & Co February 1989 - February 1998
Citibank August 1985 - January 1989
Beneficial Corporation June 1983 - August 1985
Skills
Risk Management, Capital Markets, Marketing, Treasury Management, Private Banking, Cash Management, Fixed Income, Portfolio Management, Credit, Financial Risk, Hedge Funds, Treasury, Leadership, Medical Education, Medical Training, Commercial Lending
Education
Seton Hall University 2011 — 2013
Physician Assistant Program Credits
University of Delaware 1986 — 1989
MBA, Business and Finance
Franklin & Marshall College 1979 — 1983
Bachelor of Arts (BA), Economics and English
JP McCaskey High School, Lancaster, PA 1975 — 1979
Otto Chan's J.P. Morgan & Co. Experience 1993 - 1995
Job Senior Vice President Global Technology Infrastructure
Industry Financial Services
Experience
RBC January 2012 - Present
Citi March 2011 - December 2011
Citi June 2008 - March 2011
Citi October 2005 - June 2008
Citigroup 2003 - 2005
Metromedia Fiber Networks 2000 - 2002
Salomon Smith Barney 1995 - 2000
JP Morgan & Co. 1993 - 1995
American Express 1990 - 1993
Citibank 1985 - 1990
Skills
Risk Management, Vendor Management, Capital Markets, Fixed Income, Portfolio Management, Investment Banking, Financial Services, Equities, Banking, Trading Systems, Financial Risk, Electronic Trading, Derivatives, IT Strategy, Mergers, IT Infrastructure..., Infrastructure, CIOs, Network Engineering, Network Architecture, Computer Network..., Information Security, Asset Managment, Trading, ITIL, Mergers & Acquisitions, IT Management, Governance, Asset Management, Disaster Recovery, Enterprise Software, Data Center, Information Security..., Outsourcing, Strategy, Management
Education
Columbia University 2007 — 2007
CIO Institute
Stanford University Graduate School of Business 2000 — 2000
Exec Education Program, Information Technology Strategy
New York University - Leonard N. Stern School of Business 1992 — 1995
MBA, Finance / Information Systems
New York University - Leonard N. Stern School of Business 1987 — 1990
BS, Information Systems / Int'l Business
Stuyvesant High School 1981 — 1984
RBC January 2012 - Present
Citi March 2011 - December 2011
Citi June 2008 - March 2011
Citi October 2005 - June 2008
Citigroup 2003 - 2005
Metromedia Fiber Networks 2000 - 2002
Salomon Smith Barney 1995 - 2000
JP Morgan & Co. 1993 - 1995
American Express 1990 - 1993
Citibank 1985 - 1990
Skills
Risk Management, Vendor Management, Capital Markets, Fixed Income, Portfolio Management, Investment Banking, Financial Services, Equities, Banking, Trading Systems, Financial Risk, Electronic Trading, Derivatives, IT Strategy, Mergers, IT Infrastructure..., Infrastructure, CIOs, Network Engineering, Network Architecture, Computer Network..., Information Security, Asset Managment, Trading, ITIL, Mergers & Acquisitions, IT Management, Governance, Asset Management, Disaster Recovery, Enterprise Software, Data Center, Information Security..., Outsourcing, Strategy, Management
Education
Columbia University 2007 — 2007
CIO Institute
Stanford University Graduate School of Business 2000 — 2000
Exec Education Program, Information Technology Strategy
New York University - Leonard N. Stern School of Business 1992 — 1995
MBA, Finance / Information Systems
New York University - Leonard N. Stern School of Business 1987 — 1990
BS, Information Systems / Int'l Business
Stuyvesant High School 1981 — 1984
Henrik Jones's J.P. Morgan & Co. Experience 1984 - 1989
Job General Partner at Buckhill Capital
Industry Investment Management
Experience
Buckhill Capital LP February 2009 - Present
Hall Capital Partners LLC 2001 - 2009
B. Brooks Fine Flowers 1996 - 2001
Answers.com 1996 - 1996
InterMedia Partners 1991 - 1995
Fidelity Investments 1990 - 1990
JP Morgan & Co 1984 - 1989
Skills
Investments, Private Equity, Portfolio Management, Investment Management, Capital, Venture Capital, Alternative Investments, Hedge Funds, Asset Management, Valuation, Emerging Markets, Corporate Finance, Mutual Funds, Corporate Development, Investment Banking, Asset Allocation, Equities, Financial Advisory, Fund Of Funds, Private Placements, Investor Relations, Energy, Real Estate, Investment Strategies, Due Diligence
Education
Harvard Business School 1989 — 1991
MBA
Brown University 1980 — 1983
BA
Buckhill Capital LP February 2009 - Present
Hall Capital Partners LLC 2001 - 2009
B. Brooks Fine Flowers 1996 - 2001
Answers.com 1996 - 1996
InterMedia Partners 1991 - 1995
Fidelity Investments 1990 - 1990
JP Morgan & Co 1984 - 1989
Skills
Investments, Private Equity, Portfolio Management, Investment Management, Capital, Venture Capital, Alternative Investments, Hedge Funds, Asset Management, Valuation, Emerging Markets, Corporate Finance, Mutual Funds, Corporate Development, Investment Banking, Asset Allocation, Equities, Financial Advisory, Fund Of Funds, Private Placements, Investor Relations, Energy, Real Estate, Investment Strategies, Due Diligence
Education
Harvard Business School 1989 — 1991
MBA
Brown University 1980 — 1983
BA
Yasmine Lonon's J.P. Morgan & Co. Experience July 2000 - October 2001
Job Senior Research Analyst ESG
Industry Capital Markets
Experience
MSCI, Inc. (formerly: Morgan Stanley Capital International/RiskMetrics/KLD Research & Analytics) September 2007 - Present
John Snow, Inc. October 2005 - July 2007
OIC International Ghana August 2004 - May 2005
Medicos del Mundo Argentina June 2002 - July 2002
The International Human Rights Advocacy Center April 2002 - June 2002
The World Bank, Disaster Management Facility March 2002 - April 2002
JP Morgan & Co. July 2000 - October 2001
Merrill Lynch Asset Management May 1999 - August 1999
Skills
Corporate Social..., International..., Capacity Building, Data Analysis, Research, Qualitative Research, Proposal Writing, Program Evaluation, Policy, Analysis, Program Management, Nonprofits, Policy Analysis, Grants, Public Policy, Economics, Community Development, Emerging Markets
Education
London School of Economics and Political Science
MSc, Development Studies (Economic Development Policy and Human Rights)
Rutgers University
B.S. (Honors), Finance
MSCI, Inc. (formerly: Morgan Stanley Capital International/RiskMetrics/KLD Research & Analytics) September 2007 - Present
John Snow, Inc. October 2005 - July 2007
OIC International Ghana August 2004 - May 2005
Medicos del Mundo Argentina June 2002 - July 2002
The International Human Rights Advocacy Center April 2002 - June 2002
The World Bank, Disaster Management Facility March 2002 - April 2002
JP Morgan & Co. July 2000 - October 2001
Merrill Lynch Asset Management May 1999 - August 1999
Skills
Corporate Social..., International..., Capacity Building, Data Analysis, Research, Qualitative Research, Proposal Writing, Program Evaluation, Policy, Analysis, Program Management, Nonprofits, Policy Analysis, Grants, Public Policy, Economics, Community Development, Emerging Markets
Education
London School of Economics and Political Science
MSc, Development Studies (Economic Development Policy and Human Rights)
Rutgers University
B.S. (Honors), Finance
Jill Druschke James's J.P. Morgan & Co. Experience 1998 - 1999
Job Accelerating revenue growth for new products and markets
Industry Marketing and Advertising
Experience
Three Day Rule April 2014 - June 2015
Real Media Group - a division of 24/7 Media Inc. 2011 - 2013
Panache 2010 - 2011
Citizen Press, LLC 2009 - 2011
Razorfish 2007 - 2009
OTTO Digital 2007 - 2007
Zimbra June 2005 - December 2005
AXA Financial, Inc. 2001 - 2004
Afternic.com 1999 - 2000
JP Morgan & Co 1998 - 1999
Skills
Interactive Advertising, SEM, Mobile, Start-ups, Digital Media, Marketing Strategy, Lead Generation, Key Account Management, Digital Video, Go-to-market Strategy, Mobile Devices, Advertising, Strategy, E-commerce, Product Marketing, Marketing, PPC, Digital Marketing, Online Advertising, Digital Strategy, Management, Strategic Partnerships
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Marketing, Entrepreneurship, Strategy
University of Chicago 1994 — 1998
AB, Political Science
Three Day Rule April 2014 - June 2015
Real Media Group - a division of 24/7 Media Inc. 2011 - 2013
Panache 2010 - 2011
Citizen Press, LLC 2009 - 2011
Razorfish 2007 - 2009
OTTO Digital 2007 - 2007
Zimbra June 2005 - December 2005
AXA Financial, Inc. 2001 - 2004
Afternic.com 1999 - 2000
JP Morgan & Co 1998 - 1999
Skills
Interactive Advertising, SEM, Mobile, Start-ups, Digital Media, Marketing Strategy, Lead Generation, Key Account Management, Digital Video, Go-to-market Strategy, Mobile Devices, Advertising, Strategy, E-commerce, Product Marketing, Marketing, PPC, Digital Marketing, Online Advertising, Digital Strategy, Management, Strategic Partnerships
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Marketing, Entrepreneurship, Strategy
University of Chicago 1994 — 1998
AB, Political Science
Bill Lyon's J.P. Morgan & Co. Experience 1990 - 2004
Job Project Director at AppNexus
Industry Computer Software
Experience
AppNexus October 2012 - Present
NBC Universal July 2009 - October 2012
Bill Lyon Consulting September 2008 - January 2010
Li & Fung USA April 2007 - September 2008
Bill Lyon Consulting June 2001 - March 2007
JPMorganChase 1999 - 2006
Taproot Foundation 2004 - 2005
LondonFog 2004 - 2005
J.P. Morgan & Co. 1990 - 2004
JP Morgan Chase 1990 - 2004
Skills
IT Director, IT Management, Technical Writing, CMS, Cloud Computing, Web Development, Marketing, Business Analysis, Visio, Vendor Management, Project Management, SDLC, Product Management, SharePoint, Agile Project Management, E-commerce, Mobile Devices, CRM, Agile Methodologies, Start-ups, Program Management, Strategy
Education
University of North Carolina at Chapel Hill 1978 — 1982
BA
AppNexus October 2012 - Present
NBC Universal July 2009 - October 2012
Bill Lyon Consulting September 2008 - January 2010
Li & Fung USA April 2007 - September 2008
Bill Lyon Consulting June 2001 - March 2007
JPMorganChase 1999 - 2006
Taproot Foundation 2004 - 2005
LondonFog 2004 - 2005
J.P. Morgan & Co. 1990 - 2004
JP Morgan Chase 1990 - 2004
Skills
IT Director, IT Management, Technical Writing, CMS, Cloud Computing, Web Development, Marketing, Business Analysis, Visio, Vendor Management, Project Management, SDLC, Product Management, SharePoint, Agile Project Management, E-commerce, Mobile Devices, CRM, Agile Methodologies, Start-ups, Program Management, Strategy
Education
University of North Carolina at Chapel Hill 1978 — 1982
BA
Bruce Berzin's J.P. Morgan & Co. Experience July 1972 - February 1995
Job
Industry Nonprofit Organization Management
Experience
Habitat for Humanity of Coastal Fairfield County, CT November 2008 - Present
MacJannet Foundation March 2006 - Present
Secours Catholique-France July 2005 - December 2011
SCORE, Fairfield County July 2005 - September 2008
Dalet Digitial Media Systems July 2001 - December 2005
J.P. Morgan & Co. July 1972 - February 1995
Education
Harvard Business School 1970 — 1972
MBA
Lehigh University 1967 — 1970
BSIE
Habitat for Humanity of Coastal Fairfield County, CT November 2008 - Present
MacJannet Foundation March 2006 - Present
Secours Catholique-France July 2005 - December 2011
SCORE, Fairfield County July 2005 - September 2008
Dalet Digitial Media Systems July 2001 - December 2005
J.P. Morgan & Co. July 1972 - February 1995
Education
Harvard Business School 1970 — 1972
MBA
Lehigh University 1967 — 1970
BSIE
Lisa Dickinson's J.P. Morgan & Co. Experience September 1986 - August 1997
Job Director of Professional Services, Investment Accounting at SunGard
Industry Financial Services
Experience
SunGard December 2009 - Present
Bank of Tokyo-Mitsubishi UFJ March 2009 - February 2010
Bergen Community College 2008 - 2009
BlackRock February 2008 - November 2008
Blackrock Solutions December 2006 - February 2008
Merrill Lynch Investment Managers September 2000 - October 2006
Merrill Lynch Capital Services September 1997 - September 2000
JP Morgan & Co. September 1986 - August 1997
Ernst & Young September 1983 - September 1986
Skills
Derivatives
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Bucknell University 1979 — 1983
BSBA, Accounting
Midland Park High School
Midland Park High School
Midland Park High School
SunGard December 2009 - Present
Bank of Tokyo-Mitsubishi UFJ March 2009 - February 2010
Bergen Community College 2008 - 2009
BlackRock February 2008 - November 2008
Blackrock Solutions December 2006 - February 2008
Merrill Lynch Investment Managers September 2000 - October 2006
Merrill Lynch Capital Services September 1997 - September 2000
JP Morgan & Co. September 1986 - August 1997
Ernst & Young September 1983 - September 1986
Skills
Derivatives
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Bucknell University 1979 — 1983
BSBA, Accounting
Midland Park High School
Midland Park High School
Midland Park High School
Caroline Caparyan's J.P. Morgan & Co. Experience 1999 - 2005
Job Student at Northwestern University Kellogg School of Management
Industry Consumer Goods
Experience
JPMorgan 1999 - 2005
J.P. Morgan & Co. 1999 - 2005
Education
Northwestern University - Kellogg School of Management 2006 — 2008
JPMorgan 1999 - 2005
J.P. Morgan & Co. 1999 - 2005
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Ed Yao's J.P. Morgan & Co. Experience September 1991 - March 1997
Job Managing Director at Columbia Investment Management Company
Industry Investment Management
Experience
Columbia Investment Management Company Managing DirectorRitchie Capital Management / Raven Investment Group2001 - 2003
Morgan Stanley 1997 - 2001
JP Morgan & Co September 1991 - March 1997
Rockwell Science Center 1984 - 1989
Education
The University of Chicago Booth School of Business 1989 — 1991
University of California, Los Angeles 1984 — 1988
BS, Computer Engineering
Columbia Investment Management Company Managing DirectorRitchie Capital Management / Raven Investment Group2001 - 2003
Morgan Stanley 1997 - 2001
JP Morgan & Co September 1991 - March 1997
Rockwell Science Center 1984 - 1989
Education
The University of Chicago Booth School of Business 1989 — 1991
University of California, Los Angeles 1984 — 1988
BS, Computer Engineering
Sam Towell's J.P. Morgan & Co. Experience July 2000 - July 2001
Job Deputy Secretary of Agriculture & Forestry at the Office of Governor Terence R. McAuliffe
Industry Government Administration
Experience
Office of Governor Terence R. McAuliffe November 2014 - Present
McGuireWoods LLP August 2012 - November 2014
U.S. Court of Appeals for the Fourth Circuit July 2011 - August 2012
Williams Mullen September 2006 - July 2011
Supreme Court of Virginia August 2005 - August 2006
Office of the U.S. Attorney for the Western District of Virginia August 2004 - May 2005
Office of the Commonwealth's Attorney for the City of Richmond August 2004 - May 2005
Office of Governor Mark R. Warner January 2002 - August 2002
J.P. Morgan & Co. July 2000 - July 2001
Skills
Appeals, Appellate Litigation, Commercial Litigation, Intellectual Property, Litigation, Legal Writing, Courts, Civil Litigation, Trials, Torts
Education
University of Virginia School of Law 2002 — 2005
JD
Massachusetts Institute of Technology 1996 — 2000
BS, Mechanical Engineering/Economics
St. Christopher's School 1987 — 1996
Office of Governor Terence R. McAuliffe November 2014 - Present
McGuireWoods LLP August 2012 - November 2014
U.S. Court of Appeals for the Fourth Circuit July 2011 - August 2012
Williams Mullen September 2006 - July 2011
Supreme Court of Virginia August 2005 - August 2006
Office of the U.S. Attorney for the Western District of Virginia August 2004 - May 2005
Office of the Commonwealth's Attorney for the City of Richmond August 2004 - May 2005
Office of Governor Mark R. Warner January 2002 - August 2002
J.P. Morgan & Co. July 2000 - July 2001
Skills
Appeals, Appellate Litigation, Commercial Litigation, Intellectual Property, Litigation, Legal Writing, Courts, Civil Litigation, Trials, Torts
Education
University of Virginia School of Law 2002 — 2005
JD
Massachusetts Institute of Technology 1996 — 2000
BS, Mechanical Engineering/Economics
St. Christopher's School 1987 — 1996
Vanessa Burrill (Fader)'s J.P. Morgan & Co. Experience March 2000 - March 2001
Job Senior Project Leader, eBusiness at Thermo Fisher Scientific
Industry Financial Services
Experience
Thermo Fisher Scientific September 2011 - Present
Thermo Fisher Scientific May 2008 - September 2011
Wellington Management Company April 2001 - April 2008
JP Morgan & Co. March 2000 - March 2001
Chase Global Fund Services Co September 1996 - March 2001
Skills
Software Project..., Web Project Management, Product Management, PL/SQL, SharePoint Designer, analytical thinker, Application Design and..., detail oriented, Process Management,..., Software Design, MS Project, Visio, Harvest, Mockups, Microsoft SQL Server, Oracle SQL, Unicenter Service Desk, Toad, Microsoft Project, Quality Assurance, SDLC, Requirements Gathering, Business Analysis, Project Management, Process Improvement, Management
Education
Boston University 2001 — 2006
Master, Computer Science
Suffolk University - Sawyer Business School 1997 — 1999
Masters, Finance
Eastern Illinois University 1990 — 1994
Bachelor, Economics
UMass Boston
Thermo Fisher Scientific September 2011 - Present
Thermo Fisher Scientific May 2008 - September 2011
Wellington Management Company April 2001 - April 2008
JP Morgan & Co. March 2000 - March 2001
Chase Global Fund Services Co September 1996 - March 2001
Skills
Software Project..., Web Project Management, Product Management, PL/SQL, SharePoint Designer, analytical thinker, Application Design and..., detail oriented, Process Management,..., Software Design, MS Project, Visio, Harvest, Mockups, Microsoft SQL Server, Oracle SQL, Unicenter Service Desk, Toad, Microsoft Project, Quality Assurance, SDLC, Requirements Gathering, Business Analysis, Project Management, Process Improvement, Management
Education
Boston University 2001 — 2006
Master, Computer Science
Suffolk University - Sawyer Business School 1997 — 1999
Masters, Finance
Eastern Illinois University 1990 — 1994
Bachelor, Economics
UMass Boston
Fazana Saleem-Ismail's J.P. Morgan & Co. Experience 1994 - 1995
Job Research Scientist at The State University of New York
Industry Research
Experience
Professional Development Program, Research Foundation of The State University of New York June 2012 - Present
Jazzy Sun Birthdays March 2011 - Present
An Nur Islamic School March 2009 - June 2010
Albany Comunity Action Partnership October 2008 - March 2009
Institute for Health Policy/Health Policy Research Associates November 2005 - November 2007
Robin Hood Foundation 2001 - 2005
Mathematica Policy Research July 1999 - June 2001
JP Morgan & Co. 1994 - 1995
Skills
Non-profits, Fundraising, Grants, Analysis, Nonprofits, Proposal Writing, Public Policy, Philanthropy, Training, Research, Social Entrepreneurship, Management, Budgets, Recruiting, Program Development, Grant Writing, Community Outreach, Program Evaluation
Education
Georgetown University 1997 — 1999
MPP, Children and Family Issues; Food and Nutrition Policy
Bryn Mawr College 1990 — 1994
BA, Economics
Haverford College 1990 — 1994
St. Joseph Hill Academy 1982 — 1990
Wycherley International School
Professional Development Program, Research Foundation of The State University of New York June 2012 - Present
Jazzy Sun Birthdays March 2011 - Present
An Nur Islamic School March 2009 - June 2010
Albany Comunity Action Partnership October 2008 - March 2009
Institute for Health Policy/Health Policy Research Associates November 2005 - November 2007
Robin Hood Foundation 2001 - 2005
Mathematica Policy Research July 1999 - June 2001
JP Morgan & Co. 1994 - 1995
Skills
Non-profits, Fundraising, Grants, Analysis, Nonprofits, Proposal Writing, Public Policy, Philanthropy, Training, Research, Social Entrepreneurship, Management, Budgets, Recruiting, Program Development, Grant Writing, Community Outreach, Program Evaluation
Education
Georgetown University 1997 — 1999
MPP, Children and Family Issues; Food and Nutrition Policy
Bryn Mawr College 1990 — 1994
BA, Economics
Haverford College 1990 — 1994
St. Joseph Hill Academy 1982 — 1990
Wycherley International School
Bill McKinney's J.P. Morgan & Co. Experience 1994 - 1997
Job Product Strategist at Fiserv, Inc.
Industry Financial Services
Experience
Fiserv 2004 - Present
Fiserv 1998 - 2003
Bear Stearns 1997 - 1998
JP Morgan & Co. 1994 - 1997
Thomson Financial 1993 - 1994
Skills
Product Management, Financial Services, Process Improvement, Business Analysis, SDLC, Portfolio Management, Product Marketing, Cross-functional Team..., Competitive Analysis, Requirements Analysis, Product Development, Strategy, Business Strategy, Vendor Management, Strategic Partnerships, Program Management
Education
University of Notre Dame 1991 — 1993
BA, Political Science
Manhattan College 1989 — 1991
Fiserv 2004 - Present
Fiserv 1998 - 2003
Bear Stearns 1997 - 1998
JP Morgan & Co. 1994 - 1997
Thomson Financial 1993 - 1994
Skills
Product Management, Financial Services, Process Improvement, Business Analysis, SDLC, Portfolio Management, Product Marketing, Cross-functional Team..., Competitive Analysis, Requirements Analysis, Product Development, Strategy, Business Strategy, Vendor Management, Strategic Partnerships, Program Management
Education
University of Notre Dame 1991 — 1993
BA, Political Science
Manhattan College 1989 — 1991
Steven Rossa's J.P. Morgan & Co. Experience 1997 - 2000
Job Managing Member, Strategic Risk Capital Advisors
Industry Financial Services
Experience
Strategic Risk Capital Advisors, LLC 2009 - Present
Trinsum/Marakon Associates/Integrated Finance Ltd. 2005 - 2009
Houlihan Lokey 2003 - 2005
Goldman Sachs & Co. 2000 - 2002
JP Morgan & Co. 1997 - 2000
Arthur Andersen & Co. 1992 - 1994
Skills
CFA, CPA, CMA, CFM
Education
The University of Chicago 1994 — 1997
MBA, Analytical Finance and Econometrics
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science (BS), Finance and Accounting
Strategic Risk Capital Advisors, LLC 2009 - Present
Trinsum/Marakon Associates/Integrated Finance Ltd. 2005 - 2009
Houlihan Lokey 2003 - 2005
Goldman Sachs & Co. 2000 - 2002
JP Morgan & Co. 1997 - 2000
Arthur Andersen & Co. 1992 - 1994
Skills
CFA, CPA, CMA, CFM
Education
The University of Chicago 1994 — 1997
MBA, Analytical Finance and Econometrics
University of Illinois at Urbana-Champaign - College of Business 1988 — 1992
Bachelor of Science (BS), Finance and Accounting
Todd Rosenkranz's J.P. Morgan & Co. Experience February 1997 - March 2001
Job Executive Director Ernst & Young, Financial Services Advisory
Industry Management Consulting
Experience
Ernst & Young LLP May 2002 - Present
Arthur Andersen LLP March 2001 - May 2002
J.P. Morgan & Co. February 1997 - March 2001
Cantor Fitzgerald LP December 1995 - March 1997
Skills
Financial Risk, Project Management, Private Equity, Process Redesign, Vendor Relationships, Internal Controls, Risk Assessment, Financial Services, Management, Risk Management, Management Consulting, Governance, Business Transformation, Business Process, Relationship Management, Strategy, Business Process..., Financial Analysis, Capital Markets, PMO, Due Diligence, Mergers & Acquisitions, Financial Modeling, Enterprise Risk..., Internal Audit, Executive Management, Valuation, Corporate Governance, Banking, Acquisition Integration, Investment Banking, Corporate Finance, Leadership, Finance
Education
Dickinson College 1991 — 1995
BA, Policy Studies, Spanish
James Caldwell HS
Ernst & Young LLP May 2002 - Present
Arthur Andersen LLP March 2001 - May 2002
J.P. Morgan & Co. February 1997 - March 2001
Cantor Fitzgerald LP December 1995 - March 1997
Skills
Financial Risk, Project Management, Private Equity, Process Redesign, Vendor Relationships, Internal Controls, Risk Assessment, Financial Services, Management, Risk Management, Management Consulting, Governance, Business Transformation, Business Process, Relationship Management, Strategy, Business Process..., Financial Analysis, Capital Markets, PMO, Due Diligence, Mergers & Acquisitions, Financial Modeling, Enterprise Risk..., Internal Audit, Executive Management, Valuation, Corporate Governance, Banking, Acquisition Integration, Investment Banking, Corporate Finance, Leadership, Finance
Education
Dickinson College 1991 — 1995
BA, Policy Studies, Spanish
James Caldwell HS
Stephen Feron's J.P. Morgan & Co. Experience June 1994 - May 1997
Job Partner, Johnson O'Connor Feron & Carucci LLP
Industry Accounting
Experience
Johnson O'Connor Feron & Carucci LLP October 1997 - Present
J.P. Morgan & Co. June 1994 - May 1997
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Accounting, Finance
Hamilton College 1990 — 1994
BA, Mathematics
Johnson O'Connor Feron & Carucci LLP October 1997 - Present
J.P. Morgan & Co. June 1994 - May 1997
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Accounting, Finance
Hamilton College 1990 — 1994
BA, Mathematics
Greg Jones, CIMA®'s J.P. Morgan & Co. Experience 1994 - 1997
Job Director at New York Life/MainStay Investments
Industry Financial Services
Experience
New York Life / MainStay Investments 2007 - Present
Africa Investor Inc. 1999 - 2004
JP Morgan & Co. 1994 - 1997
Skills
Alternative Investments, Asset Allocation, Business Strategy, Investments, Series 7, Series 63, Equities, ETFs, Asset Management, Financial Services, Marketing Strategy, Mutual Funds, Securities, Strategic Planning, Wealth Management, Fixed Income, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
University of California, Berkeley 1985 — 1989
BA, Economics
New York Life / MainStay Investments 2007 - Present
Africa Investor Inc. 1999 - 2004
JP Morgan & Co. 1994 - 1997
Skills
Alternative Investments, Asset Allocation, Business Strategy, Investments, Series 7, Series 63, Equities, ETFs, Asset Management, Financial Services, Marketing Strategy, Mutual Funds, Securities, Strategic Planning, Wealth Management, Fixed Income, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
University of California, Berkeley 1985 — 1989
BA, Economics
Roger Arner's J.P. Morgan & Co. Experience 1992 - 1999
Job Retired Managing Director Chief Risk Officer
Industry Banking
Experience
Federal Farm Credit Banks Funding Corporation 2011 - 2012
DBS Bank 2006 - 2009
Moody's Investors Service 2000 - 2006
J.P. Morgan & Co. 1992 - 1999
Moody's Japan K.K. 1988 - 1992
Skills
Fixed Income, Credit Analysis, Capital Markets, Derivatives, Investment Banking, Structured Finance, Credit Risk, Financial Modeling, Management, Corporate Finance, Financial Analysis, Risk Management, Financial Structuring, Portfolio Management, Credit, Hedge Funds, Equities, Valuation, Finance, Bloomberg
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1975 — 1976
MBA, Accounting, Finance
Haverford College 1968 — 1972
Federal Farm Credit Banks Funding Corporation 2011 - 2012
DBS Bank 2006 - 2009
Moody's Investors Service 2000 - 2006
J.P. Morgan & Co. 1992 - 1999
Moody's Japan K.K. 1988 - 1992
Skills
Fixed Income, Credit Analysis, Capital Markets, Derivatives, Investment Banking, Structured Finance, Credit Risk, Financial Modeling, Management, Corporate Finance, Financial Analysis, Risk Management, Financial Structuring, Portfolio Management, Credit, Hedge Funds, Equities, Valuation, Finance, Bloomberg
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1975 — 1976
MBA, Accounting, Finance
Haverford College 1968 — 1972
Peter Slavin's J.P. Morgan & Co. Experience 1999 - 2005
Job Manager Deloitte & Touche
Industry Investment Management
Experience
Deloitte and Touche LLP- Risk Strategy and Regulatory Consulting April 2007 - Present
Investors Bank & Trust August 2005 - April 2007
JP Morgan & Co. 1999 - 2005
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Enterprise Risk..., Financial Analysis, US GAAP, SEC filings, Financial Modeling, GAAP, Internal Audit, Auditing, Due Diligence, CPA
Education
Providence College 1992 — 1996
Kingswood-Oxford
Deloitte and Touche LLP- Risk Strategy and Regulatory Consulting April 2007 - Present
Investors Bank & Trust August 2005 - April 2007
JP Morgan & Co. 1999 - 2005
Skills
Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Enterprise Risk..., Financial Analysis, US GAAP, SEC filings, Financial Modeling, GAAP, Internal Audit, Auditing, Due Diligence, CPA
Education
Providence College 1992 — 1996
Kingswood-Oxford
Perikles Konstantinides's J.P. Morgan & Co. Experience September 1996 - September 1998
Job CEO at Syracuse Main, Inc.
Industry Financial Services
Experience
Syracuse Main, Inc. July 2015 - Present
CreditCircle Inc. January 2013 - June 2014
Attica Finance January 2011 - December 2012
Dynamic Securities SA December 2006 - December 2010
nylou.com August 2003 - August 2006
Marfin Investment Services September 1999 - December 2001
Commercial Capital September 1998 - September 1999
JP Morgan & Co September 1996 - September 1998
Skills
Capital Markets, Equities, Mergers, Investments, Private Equity, Portfolio Management, Management Consulting, Investment Banking, Project Finance, Asset Managment, Valuation, Financial Analysis, Venture Capital, Emerging Markets, Corporate Finance, Financial Structuring, Financial Modeling, Trading, Due Diligence, Asset Management, Corporate Development, Credit Risk, Economics, Strategic Financial..., IPO, Credit, Mutual Funds, Hedge Funds, Mergers & Acquisitions, Financial Markets, Fixed Income, Options, Restructuring, Investor Relations, Wealth Management, Alternative Investments, Business Strategy, FX Options, Finance, Business Valuation, Financial Risk, Derivatives, Executive Management, Funding, Risk Management, Corporate Governance, Business Planning, Banking, Start-ups, Financial Reporting
Education
University of Southern California - Marshall School of Business 1991 — 1996
PhD, Financial Economics
University of Illinois at Urbana-Champaign 1989 — 1991
MS, Finance
George Mason University 1986 — 1989
BS, Economics
Ethnikon kai Kapodistriakon Panepistimion Athinon 1983 — 1985
Economics
Varvakios Model School 1977 — 1983
High school diploma
Syracuse Main, Inc. July 2015 - Present
CreditCircle Inc. January 2013 - June 2014
Attica Finance January 2011 - December 2012
Dynamic Securities SA December 2006 - December 2010
nylou.com August 2003 - August 2006
Marfin Investment Services September 1999 - December 2001
Commercial Capital September 1998 - September 1999
JP Morgan & Co September 1996 - September 1998
Skills
Capital Markets, Equities, Mergers, Investments, Private Equity, Portfolio Management, Management Consulting, Investment Banking, Project Finance, Asset Managment, Valuation, Financial Analysis, Venture Capital, Emerging Markets, Corporate Finance, Financial Structuring, Financial Modeling, Trading, Due Diligence, Asset Management, Corporate Development, Credit Risk, Economics, Strategic Financial..., IPO, Credit, Mutual Funds, Hedge Funds, Mergers & Acquisitions, Financial Markets, Fixed Income, Options, Restructuring, Investor Relations, Wealth Management, Alternative Investments, Business Strategy, FX Options, Finance, Business Valuation, Financial Risk, Derivatives, Executive Management, Funding, Risk Management, Corporate Governance, Business Planning, Banking, Start-ups, Financial Reporting
Education
University of Southern California - Marshall School of Business 1991 — 1996
PhD, Financial Economics
University of Illinois at Urbana-Champaign 1989 — 1991
MS, Finance
George Mason University 1986 — 1989
BS, Economics
Ethnikon kai Kapodistriakon Panepistimion Athinon 1983 — 1985
Economics
Varvakios Model School 1977 — 1983
High school diploma
Laura Provenzale's J.P. Morgan & Co. Experience July 1987 - April 1997
Job Managing Director Consumer & Retail Investment Banking at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company January 2014 - Present
Raymond James & Associates November 2007 - December 2013
WR Hambrecht + Co February 2004 - September 2007
Banc of America Securities April 1997 - April 2002
JP Morgan & Co July 1987 - April 1997
Skills
Mergers, Banking, Equities, Risk Management, Mergers & Acquisitions, Hedge Funds, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Investments, Financial Modeling, Retail Banking, Accounting, Valuation, Capital Markets, Due Diligence, Securities, Alternative Investments
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, International Finance
Lehigh University - College of Business and Economics 1983 — 1987
BS, Accounting
William Blair & Company January 2014 - Present
Raymond James & Associates November 2007 - December 2013
WR Hambrecht + Co February 2004 - September 2007
Banc of America Securities April 1997 - April 2002
JP Morgan & Co July 1987 - April 1997
Skills
Mergers, Banking, Equities, Risk Management, Mergers & Acquisitions, Hedge Funds, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Investments, Financial Modeling, Retail Banking, Accounting, Valuation, Capital Markets, Due Diligence, Securities, Alternative Investments
Education
Fordham Gabelli School of Business 1989 — 1992
MBA, International Finance
Lehigh University - College of Business and Economics 1983 — 1987
BS, Accounting
Kim Griffiths's J.P. Morgan & Co. Experience January 2000 - May 2002
Job
Industry Financial Services
Experience
Markets Group October 2012 - Present
IIRUSA GAIM USA September 2010 - April 2012
Terrapinn January 2007 - April 2008
Information Management Network October 2003 - October 2006
JP Morgan & Co January 2000 - May 2002
Bear Stearns & Co., Inc January 1990 - January 2000
Skills
Business Development,...
Education
Saint John's University
Business Marketing
Markets Group October 2012 - Present
IIRUSA GAIM USA September 2010 - April 2012
Terrapinn January 2007 - April 2008
Information Management Network October 2003 - October 2006
JP Morgan & Co January 2000 - May 2002
Bear Stearns & Co., Inc January 1990 - January 2000
Skills
Business Development,...
Education
Saint John's University
Business Marketing
John Laughlin's J.P. Morgan & Co. Experience 1990 - 1995
Job Head of M&A at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities February 1999 - Present
Wachovia Securities, LLC 1999 - 2009
J.P. Morgan & Co. 1990 - 1995
Education
Harvard Business School 1988 — 1990
MBA, Business
Davidson College 1981 — 1985
BA, Economics
Wells Fargo Securities February 1999 - Present
Wachovia Securities, LLC 1999 - 2009
J.P. Morgan & Co. 1990 - 1995
Education
Harvard Business School 1988 — 1990
MBA, Business
Davidson College 1981 — 1985
BA, Economics
Jon Rezneck's J.P. Morgan & Co. Experience August 1997 - February 2000
Job Cofounder, Partner, and COO at Geodesic Capital
Industry Financial Services
Experience
Geodesic Capital May 2015 - Present
The Roos Group, LLC April 2014 - Present
Greenhill & Co. Japan January 2009 - July 2013
Greenhill & Co. September 2004 - December 2008
Eureka Growth Capital May 2003 - August 2003
Crowley Technologies March 2000 - July 2002
J.P. Morgan & Co. August 1997 - February 2000
Skills
Private Equity, Mergers, Restructuring, Entrepreneurship, Joint Ventures, Japanese, Japan, Telecommunications, Cross-border M&A, Business Development, Corporate Strategy, Airlines, Media, Deal Structuring, Contract Negotiation, Growth Capital, Japanese M&A, New Business Development, International Business, Start-ups
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Honors, Finance, Accounting, Entrepreneurial Management
Harvard University 1992 — 1997
AB, Magna Cum Laude, Economics and East Asian Studies
Stanford Kyoto Center for Japanese Studies 1995 — 1996
St. Albans
Geodesic Capital May 2015 - Present
The Roos Group, LLC April 2014 - Present
Greenhill & Co. Japan January 2009 - July 2013
Greenhill & Co. September 2004 - December 2008
Eureka Growth Capital May 2003 - August 2003
Crowley Technologies March 2000 - July 2002
J.P. Morgan & Co. August 1997 - February 2000
Skills
Private Equity, Mergers, Restructuring, Entrepreneurship, Joint Ventures, Japanese, Japan, Telecommunications, Cross-border M&A, Business Development, Corporate Strategy, Airlines, Media, Deal Structuring, Contract Negotiation, Growth Capital, Japanese M&A, New Business Development, International Business, Start-ups
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Honors, Finance, Accounting, Entrepreneurial Management
Harvard University 1992 — 1997
AB, Magna Cum Laude, Economics and East Asian Studies
Stanford Kyoto Center for Japanese Studies 1995 — 1996
St. Albans
John Overbay's J.P. Morgan & Co. Experience 2000 - 2003
Job Principal at Broad Sky Partners
Industry Venture Capital & Private Equity
Experience
Broad Sky Partners January 2015 - Present
Auto Europe Car Rental 2010 - December 2014
Court Square Capital March 2007 - December 2014
NCI March 2007 - January 2011
Warburg Pincus LLC 2005 - 2007
Warburg Pincus LLC 2005 - 2007
J.P. Morgan & Co. 2000 - 2003
JPMorgan 1999 - 2002
Skills
Leveraged Finance, LBO, Mezzanine, Buyouts, Debt, Private Equity, Valuation, Mergers & Acquisitions, Financial Modeling, M&A experience, Corporate Finance
Education
Middlebury College 1996 — 1999
BA, Economics
Broad Sky Partners January 2015 - Present
Auto Europe Car Rental 2010 - December 2014
Court Square Capital March 2007 - December 2014
NCI March 2007 - January 2011
Warburg Pincus LLC 2005 - 2007
Warburg Pincus LLC 2005 - 2007
J.P. Morgan & Co. 2000 - 2003
JPMorgan 1999 - 2002
Skills
Leveraged Finance, LBO, Mezzanine, Buyouts, Debt, Private Equity, Valuation, Mergers & Acquisitions, Financial Modeling, M&A experience, Corporate Finance
Education
Middlebury College 1996 — 1999
BA, Economics
R Angus West's J.P. Morgan & Co. Experience 1977 - 1979
Job Executive Director at CabotWellington, LLC
Industry Investment Management
Experience
Cabot-Wellington, LLC January 2002 - Present
Boston Family Office LLC 1999 - 2001
Parker & West Management, Inc. 1987 - 1998
Ropes & Gray LLP 1982 - 1987
J.P. Morgan & Co. 1977 - 1979
Education
Harvard Law School 1979 — 1982
Doctor of Law (J.D.)
Harvard University 1973 — 1977
Bachelor of Arts (B.A.)
Groton School 1968 — 1973
Cabot-Wellington, LLC January 2002 - Present
Boston Family Office LLC 1999 - 2001
Parker & West Management, Inc. 1987 - 1998
Ropes & Gray LLP 1982 - 1987
J.P. Morgan & Co. 1977 - 1979
Education
Harvard Law School 1979 — 1982
Doctor of Law (J.D.)
Harvard University 1973 — 1977
Bachelor of Arts (B.A.)
Groton School 1968 — 1973
Paula Federman's J.P. Morgan & Co. Experience 1993 - 1994
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James 2006 - Present
First Albany 2002 - 2006
Wells Capital Management 2001 - 2002
J.P. Morgan & Co. 1993 - 1994
Standard & Poor's 1987 - 1993
Skills
Fixed Income, Capital Markets, Asset Management, Portfolio Management, Investments, Series 7, Equities, Bonds, Alternative Investments, Securities, Hedge Funds, Bloomberg, Financial Modeling, Investment Banking, Asset Allocation
Education
Georgetown University Law Center 1979 — 1982
J.D.
Brandeis University 1976 — 1979
B.A.
Raymond James 2006 - Present
First Albany 2002 - 2006
Wells Capital Management 2001 - 2002
J.P. Morgan & Co. 1993 - 1994
Standard & Poor's 1987 - 1993
Skills
Fixed Income, Capital Markets, Asset Management, Portfolio Management, Investments, Series 7, Equities, Bonds, Alternative Investments, Securities, Hedge Funds, Bloomberg, Financial Modeling, Investment Banking, Asset Allocation
Education
Georgetown University Law Center 1979 — 1982
J.D.
Brandeis University 1976 — 1979
B.A.
James Hwang's J.P. Morgan & Co. Experience June 2011 - June 2013
Job Associate at Evercore PCA
Industry Investment Banking
Experience
Evercore August 2015 - Present
Coller Capital June 2014 - August 2014
J.P. Morgan & Co. June 2011 - June 2013
J.P. Morgan & Co. June 2010 - August 2010
Skills
Investment Banking, Equities, Mergers & Acquisitions, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Financial Analysis, Private Equity, Equity Research, Investments, Due Diligence, LBO
Education
Harvard Business School
MBA
University of Southern California - Marshall School of Business
Finance
Evercore August 2015 - Present
Coller Capital June 2014 - August 2014
J.P. Morgan & Co. June 2011 - June 2013
J.P. Morgan & Co. June 2010 - August 2010
Skills
Investment Banking, Equities, Mergers & Acquisitions, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Financial Analysis, Private Equity, Equity Research, Investments, Due Diligence, LBO
Education
Harvard Business School
MBA
University of Southern California - Marshall School of Business
Finance
Sarah Cotsen's J.P. Morgan & Co. Experience 1986 - 1988
Job Building, launching, and reimagining businesses across digital platforms
Industry Online Media
Experience
Independent Consultant 2008 - Present
HBO 1999 - 2007
BMG Entertainment 1998 - 1999
Turner Broadcasting 1996 - 1998
Turner Broadcasting 1995 - 1996
Turner Broadcasting 1994 - 1995
Johnson & Johnson 1992 - 1994
Lazard Freres & Co. 1988 - 1990
JP Morgan & Co 1986 - 1988
Skills
Marketing Strategy, Digital Media, Business Development, Mergers, Strategic Planning, Brand Development, Marketing, Sales, Strategic Partnerships, Venture Capital, Business Planning, Strategy, Mergers & Acquisitions, Digital Strategy, Digital Marketing, Start-ups, Competitive Analysis, Digital Distribution
Education
Harvard Business School 1990 — 1992
MBA
Dartmouth College 1982 — 1986
BA, Economics
Independent Consultant 2008 - Present
HBO 1999 - 2007
BMG Entertainment 1998 - 1999
Turner Broadcasting 1996 - 1998
Turner Broadcasting 1995 - 1996
Turner Broadcasting 1994 - 1995
Johnson & Johnson 1992 - 1994
Lazard Freres & Co. 1988 - 1990
JP Morgan & Co 1986 - 1988
Skills
Marketing Strategy, Digital Media, Business Development, Mergers, Strategic Planning, Brand Development, Marketing, Sales, Strategic Partnerships, Venture Capital, Business Planning, Strategy, Mergers & Acquisitions, Digital Strategy, Digital Marketing, Start-ups, Competitive Analysis, Digital Distribution
Education
Harvard Business School 1990 — 1992
MBA
Dartmouth College 1982 — 1986
BA, Economics
Scott Levy's J.P. Morgan & Co. Experience 1994 - 2001
Job Senior Research Fellow at Harvard University, John F. Kennedy School of Government
Industry Investment Banking
Experience
Klingenstein Fields Wealth Advisors July 2015 - Present
Harvard University, John F. Kennedy School of Government February 2014 - 2015
Barclays Capital September 2008 - January 2014
Lehman Brothers 2001 - 2008
JP Morgan & Co 1994 - 2001
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Credit Derivatives, Structured Products, Equity Derivatives, Prime Brokerage, Trading Systems, Electronic Trading, Interest Rate..., Financial Structuring, Valuation, High Yield, Private Equity, Emerging Markets, Corporate Finance, Financial Modeling
Education
Harvard College 1991 — 1994
AB, Economics
Spring Valley High School 1987 — 1990
Klingenstein Fields Wealth Advisors July 2015 - Present
Harvard University, John F. Kennedy School of Government February 2014 - 2015
Barclays Capital September 2008 - January 2014
Lehman Brothers 2001 - 2008
JP Morgan & Co 1994 - 2001
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Credit Derivatives, Structured Products, Equity Derivatives, Prime Brokerage, Trading Systems, Electronic Trading, Interest Rate..., Financial Structuring, Valuation, High Yield, Private Equity, Emerging Markets, Corporate Finance, Financial Modeling
Education
Harvard College 1991 — 1994
AB, Economics
Spring Valley High School 1987 — 1990
Jeffrey Cebula's J.P. Morgan & Co. Experience 1983 - 1998
Job Principal, The Relocation Exchange
Industry Real Estate
Experience
The Relocation Exchange January 1998 - Present
JP Morgan & Co. 1983 - 1998
Skills
Corporate Relocation, Temporary Housing, Furnished Rentals, Short-Term Rental Apt., Real Estate, Real Estate Management, Real Estate Transactions, Real Estate Investment, Investors, Sellers, Real Estate Development, Short Sales, Condos, Single Family Homes, Townhomes, First Time Home Buyers, Luxury, Investment Properties
Education
Rider University 1973 — 1977
Bachelor's degree, Double Major in Accounting and Finance, Magna Cum Laude
Watchung Hills Regional High School 1969 — 1973
The Relocation Exchange January 1998 - Present
JP Morgan & Co. 1983 - 1998
Skills
Corporate Relocation, Temporary Housing, Furnished Rentals, Short-Term Rental Apt., Real Estate, Real Estate Management, Real Estate Transactions, Real Estate Investment, Investors, Sellers, Real Estate Development, Short Sales, Condos, Single Family Homes, Townhomes, First Time Home Buyers, Luxury, Investment Properties
Education
Rider University 1973 — 1977
Bachelor's degree, Double Major in Accounting and Finance, Magna Cum Laude
Watchung Hills Regional High School 1969 — 1973
Paul Sclafani's J.P. Morgan & Co. Experience 2006 - 2007
Job CEO / Managing Partner at Alpha 7 Advisors LLC
Industry Financial Services
Experience
Alpha 7 Advisors LLC July 2010 - Present
Mercury Capital Management LLC February 2007 - June 2010
JP Morgan & Co 2006 - 2007
Paloma Partners 1994 - 2006
Spear, Leeds & Kellogg 1992 - 1994
Skills
Accounting, Hedge Funds, Asset Managment, Trading, Financial Analysis, Finance, Alternative Investments, Investments, Fixed Income, Auditing, Equities, Valuation, Internal Controls, Mutual Funds, Cash Flow, Securities, Financial Reporting, Derivatives, Asset Management, Investor Relations, Due Diligence, Portfolio Management, Financial Services, Financial Modeling, Risk Management, Bloomberg, Options, Capital Markets, Financial Markets, Private Equity
Education
Ohio Wesleyan University 1986 — 1990
BA, Accounting
The Portledge School 1980 — 1986
Alpha 7 Advisors LLC July 2010 - Present
Mercury Capital Management LLC February 2007 - June 2010
JP Morgan & Co 2006 - 2007
Paloma Partners 1994 - 2006
Spear, Leeds & Kellogg 1992 - 1994
Skills
Accounting, Hedge Funds, Asset Managment, Trading, Financial Analysis, Finance, Alternative Investments, Investments, Fixed Income, Auditing, Equities, Valuation, Internal Controls, Mutual Funds, Cash Flow, Securities, Financial Reporting, Derivatives, Asset Management, Investor Relations, Due Diligence, Portfolio Management, Financial Services, Financial Modeling, Risk Management, Bloomberg, Options, Capital Markets, Financial Markets, Private Equity
Education
Ohio Wesleyan University 1986 — 1990
BA, Accounting
The Portledge School 1980 — 1986
Mark Kansa's J.P. Morgan & Co. Experience 2005 - 2013
Job Remote Trading Analytics WebApps Engineer
Industry Internet
Experience
J.P. Morgan & Co. 2005 - 2013
Schonfeld Securities LLC 2001 - 2005
Lind-Waldock & Co 1996 - 2001
Skills
Databases, SQL, Unix, JavaScript, Management, Bash Scripting, Iptables, MongoDB, NoSQL, Linux, CME SPAN, CSS, Software Development, CentOS, HTML5, Eclipse
Education
CIW Site Development Associate 2014 — 2014
non-Degree, Web Development
MongoDB University 2014 — 2014
Certificates 6-17-2014, Advanced Operations and Deployment - Database Administration
Certified Internet Web Professional (CIW) - Network Technology Associate 2013 — 2014
Network Technology Associate, Network Protocol Configuration
codecademy 2014 — 2014
certificate of completion, php web development, 100%
codecademy 2015 — 2015
certificate of completion, Javascript Web Development, 100%
Michigan State University
Finance, Finance
Loyola University Chicago
non-Degree Certificate, Paralegal Certificate
J.P. Morgan & Co. 2005 - 2013
Schonfeld Securities LLC 2001 - 2005
Lind-Waldock & Co 1996 - 2001
Skills
Databases, SQL, Unix, JavaScript, Management, Bash Scripting, Iptables, MongoDB, NoSQL, Linux, CME SPAN, CSS, Software Development, CentOS, HTML5, Eclipse
Education
CIW Site Development Associate 2014 — 2014
non-Degree, Web Development
MongoDB University 2014 — 2014
Certificates 6-17-2014, Advanced Operations and Deployment - Database Administration
Certified Internet Web Professional (CIW) - Network Technology Associate 2013 — 2014
Network Technology Associate, Network Protocol Configuration
codecademy 2014 — 2014
certificate of completion, php web development, 100%
codecademy 2015 — 2015
certificate of completion, Javascript Web Development, 100%
Michigan State University
Finance, Finance
Loyola University Chicago
non-Degree Certificate, Paralegal Certificate
Rick Babich, CFA's J.P. Morgan & Co. Experience July 1996 - March 2000
Job Head of Manager Research
Industry Investment Management
Experience
Prudential Investments, LLC November 2012 - Present
Parker Global Strategies April 2008 - October 2012
Commerzbank May 2004 - March 2008
Morgan Stanley March 2000 - April 2004
JP Morgan & Co. July 1996 - March 2000
Caxton Associates October 1994 - July 1996
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Portfolio Management, Valuation, Fixed Income, Equities, Bloomberg, Asset Managment, Derivatives, Asset Allocation
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance
Rutgers University-New Brunswick 1989 — 1994
BS, Environmental and Business Economics
Prudential Investments, LLC November 2012 - Present
Parker Global Strategies April 2008 - October 2012
Commerzbank May 2004 - March 2008
Morgan Stanley March 2000 - April 2004
JP Morgan & Co. July 1996 - March 2000
Caxton Associates October 1994 - July 1996
Skills
Hedge Funds, Fund Of Funds, Alternative Investments, Portfolio Management, Valuation, Fixed Income, Equities, Bloomberg, Asset Managment, Derivatives, Asset Allocation
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance
Rutgers University-New Brunswick 1989 — 1994
BS, Environmental and Business Economics
Anthony Bardaro's J.P. Morgan & Co. Experience 2011 - Present
Job Portfolio Manager, Investment Professional, Financial Advisor
Industry Financial Services
Experience
J.P. Morgan & Co. 2011 - Present
Morgan Stanley Smith Barney June 2007 - January 2011
Skills
Portfolio Management, Alternative Investments, Fixed Income, Equities, Mutual Funds, Hedge Funds, Investment Management, Wealth Management, Private Equity, Corporate Finance, Derivatives, Retirement Planning, Banking, Estate Planning, Credit, Strategic Financial..., Series 7, Finance, Investments, Loans
Education
Hamilton College 2003 — 2007
Bachelor of Arts, Economics & English
Belmont Hill School 1997 — 2003
Magna Cum Laude
J.P. Morgan & Co. 2011 - Present
Morgan Stanley Smith Barney June 2007 - January 2011
Skills
Portfolio Management, Alternative Investments, Fixed Income, Equities, Mutual Funds, Hedge Funds, Investment Management, Wealth Management, Private Equity, Corporate Finance, Derivatives, Retirement Planning, Banking, Estate Planning, Credit, Strategic Financial..., Series 7, Finance, Investments, Loans
Education
Hamilton College 2003 — 2007
Bachelor of Arts, Economics & English
Belmont Hill School 1997 — 2003
Magna Cum Laude
Zung Nguyen's J.P. Morgan & Co. Experience February 1983 - January 1996
Job Executive Wealth Advisor at Athena Capital Advisors LLC
Industry Banking
Experience
Athena Capital Advisors LLC January 2013 - Present
Asset & Wealth Management October 2010 - January 2013
JP Morgan Private Bank April 2003 - October 2010
American Century Investments October 1998 - January 2002
ING Barings May 1996 - February 1998
JP Morgan & Co. February 1983 - January 1996
Federal Home Loan Banks September 1978 - February 1983
Skills
Wealth Management, Investments, Wealth Management..., Asset, Financial Institutions, Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Investment Advisory, Fixed Income, Asset Managment, Asset Management, Emerging Markets, Finance, Equities, Portfolio Management
Education
The George Washington University - School of Business 1979 — 1982
MBA, Finance
Washington College 1973 — 1977
BA, Economics & Psychology
Washington College 1973 — 1977
Nguyen received his BA; his MBA; lectured, economics and psychology; finance
Athena Capital Advisors LLC January 2013 - Present
Asset & Wealth Management October 2010 - January 2013
JP Morgan Private Bank April 2003 - October 2010
American Century Investments October 1998 - January 2002
ING Barings May 1996 - February 1998
JP Morgan & Co. February 1983 - January 1996
Federal Home Loan Banks September 1978 - February 1983
Skills
Wealth Management, Investments, Wealth Management..., Asset, Financial Institutions, Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Investment Advisory, Fixed Income, Asset Managment, Asset Management, Emerging Markets, Finance, Equities, Portfolio Management
Education
The George Washington University - School of Business 1979 — 1982
MBA, Finance
Washington College 1973 — 1977
BA, Economics & Psychology
Washington College 1973 — 1977
Nguyen received his BA; his MBA; lectured, economics and psychology; finance
Don Nickel's J.P. Morgan & Co. Experience May 1987 - February 2000
Job Consumer Services Professional
Industry Consumer Services
Experience
BrightStar of Nassau County June 2011 - Present
Weight Watchers Intl November 2003 - December 2010
JP Morgan & Co May 1987 - February 2000
Education
Long Island University, C.W. Post Campus
Bachelor of Arts, Liberal Arts
Pace University - Lubin School of Business
MBA, Finance
BrightStar of Nassau County June 2011 - Present
Weight Watchers Intl November 2003 - December 2010
JP Morgan & Co May 1987 - February 2000
Education
Long Island University, C.W. Post Campus
Bachelor of Arts, Liberal Arts
Pace University - Lubin School of Business
MBA, Finance
Paul Hsi's J.P. Morgan & Co. Experience 1999 - 2002
Job Senior Portfolio Manager, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2013 - Present
Morgan Stanley Investment Management 2009 - 2012
BlueMountain Capital Management 2005 - 2009
J.P. Morgan & Co. 1999 - 2002
Education
Harvard Business School
MBA, Finance
University of California at Berkeley
BS
J.P. Morgan Asset Management 2013 - Present
Morgan Stanley Investment Management 2009 - 2012
BlueMountain Capital Management 2005 - 2009
J.P. Morgan & Co. 1999 - 2002
Education
Harvard Business School
MBA, Finance
University of California at Berkeley
BS
Avi Lewittes's J.P. Morgan & Co. Experience March 1996 - September 2001
Job Founder at Slope, LLC
Industry Real Estate
Experience
Slope, LLC February 2012 - Present
Aviv REIT, Inc January 2010 - January 2012
Aviv REIT, Inc May 2009 - January 2010
UBS Investment Bank March 2002 - April 2009
JP Morgan & Co March 1996 - September 2001
TD Securities Inc January 1991 - March 1996
CS First Boston January 1989 - January 1991
Skills
Private Equity, Valuation, Investment Banking, Mergers, Capital Markets, Asset Managment, Investments, Financial Structuring, Structured Finance, Business Strategy, Finance, Real Estate Economics
Education
McGill University 1982 — 1985
Bachelor of Commerce degree, Finance and International Business
Columbia Business School
MBA degree, Finance, General
Slope, LLC February 2012 - Present
Aviv REIT, Inc January 2010 - January 2012
Aviv REIT, Inc May 2009 - January 2010
UBS Investment Bank March 2002 - April 2009
JP Morgan & Co March 1996 - September 2001
TD Securities Inc January 1991 - March 1996
CS First Boston January 1989 - January 1991
Skills
Private Equity, Valuation, Investment Banking, Mergers, Capital Markets, Asset Managment, Investments, Financial Structuring, Structured Finance, Business Strategy, Finance, Real Estate Economics
Education
McGill University 1982 — 1985
Bachelor of Commerce degree, Finance and International Business
Columbia Business School
MBA degree, Finance, General
Michael Rothstein's J.P. Morgan & Co. Experience March 1994 - February 1997
Job Seeking Career Opportunity: IT Solution Sales/Digital Media Sales/FinancialEnergy Sales
Industry Financial Services
Experience
Starline Films September 2007 - July 2012
Sakura Dellsher Inc. November 1999 - October 2001
Eurobrokers November 1997 - October 1999
JP Morgan & Co. March 1994 - February 1997
Skills
Trading, Strategy, Sales, Options, Finance, Business Development, Analysis, Hedge Funds, Marketing, Strategic Planning
Education
Syracuse University 1990 — 1993
Class of 1993, Finance, General
PHI KAPPA PSI, NY BETA
Starline Films September 2007 - July 2012
Sakura Dellsher Inc. November 1999 - October 2001
Eurobrokers November 1997 - October 1999
JP Morgan & Co. March 1994 - February 1997
Skills
Trading, Strategy, Sales, Options, Finance, Business Development, Analysis, Hedge Funds, Marketing, Strategic Planning
Education
Syracuse University 1990 — 1993
Class of 1993, Finance, General
PHI KAPPA PSI, NY BETA
Julian (Jay) Inclan Pietrantoni's J.P. Morgan & Co. Experience 1996 - 1998
Job President and Chief Operating Officer at American Paper Corp.
Industry Paper & Forest Products
Experience
American Paper Corp. January 2014 - Present
PR Air National Guard 2001 - Present
American Paper Corp. 2008 - 2013
J.P. Morgan & Co. 1996 - 1998
Education
Kellogg School of Management
MBA, Management
Boston College
Bachelor of Science (B.S.), Economics
American Paper Corp. January 2014 - Present
PR Air National Guard 2001 - Present
American Paper Corp. 2008 - 2013
J.P. Morgan & Co. 1996 - 1998
Education
Kellogg School of Management
MBA, Management
Boston College
Bachelor of Science (B.S.), Economics
Jeff Schade's J.P. Morgan & Co. Experience July 2014 - Present
Job
Industry
Experience
JP Morgan & Co July 2014 - Present
Morgan Stanley 2008 - 2011
Education
University of Rochester 1981 — 1985
Bachelor's degree, Economics
JP Morgan & Co July 2014 - Present
Morgan Stanley 2008 - 2011
Education
University of Rochester 1981 — 1985
Bachelor's degree, Economics
National Bank of Canada
Bank of China
Webster Bank
Banco Santander
Colonial Bank
Banque Nationale du Canada
Bank of Hawaii
Texas Capital Bank