Bear Stearns/JP Morgan
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Bear Stearns/JP Morgan Employees
Employee
Years
Job
Industry
Walter S. Smith Walter S. Smith's Bear Stearns/JP Morgan Experience January 2001 - June 2009
Job Business Systems Analyst ● Fixed Income Rates ● Trading/Risk Systems ● Electronic/Algo Trading ● Pricing Analytics
Industry Financial Services
Experience
RBC Capital Markets February 2014 - Present
WSS Fixed-Income Trading Systems Consulting June 2009 - December 2013
Bear Stearns/JP Morgan January 2001 - June 2009
Bear Stearns October 1986 - January 2001
Skills
Trading, Analytics, Fixed Income, Trading Systems, Options, SQL, Business Analysis, Project Management, Microsoft Excel, Java, C, Unix, Unix Shell Scripting, Python, Perl, C++, Bloomberg, Electronic Trading, Hedge Funds, Swaps, Bond Pricing, ION Marketview, D2C, Fixed Income Technology, US Treasuries, Fixed Income Strategies, R, Scala, Agile Methodologies, Activity Diagrams, Market Data, Financial Markets, Market Making, Derivatives, Capital Markets, Equities, Bonds, Rates, Structured Finance, Equity Derivatives, Structured Products, Interest Rate..., Prime Brokerage, CDS, CDO, Proprietary Trading, Equity Trading, Risk Management, Trading Strategies
Education
Brown University 1977 — 1981
A.B., Mathematics
Proctor R Hug High School 1974 — 1977
RBC Capital Markets February 2014 - Present
WSS Fixed-Income Trading Systems Consulting June 2009 - December 2013
Bear Stearns/JP Morgan January 2001 - June 2009
Bear Stearns October 1986 - January 2001
Skills
Trading, Analytics, Fixed Income, Trading Systems, Options, SQL, Business Analysis, Project Management, Microsoft Excel, Java, C, Unix, Unix Shell Scripting, Python, Perl, C++, Bloomberg, Electronic Trading, Hedge Funds, Swaps, Bond Pricing, ION Marketview, D2C, Fixed Income Technology, US Treasuries, Fixed Income Strategies, R, Scala, Agile Methodologies, Activity Diagrams, Market Data, Financial Markets, Market Making, Derivatives, Capital Markets, Equities, Bonds, Rates, Structured Finance, Equity Derivatives, Structured Products, Interest Rate..., Prime Brokerage, CDS, CDO, Proprietary Trading, Equity Trading, Risk Management, Trading Strategies
Education
Brown University 1977 — 1981
A.B., Mathematics
Proctor R Hug High School 1974 — 1977
Jared Hale Jared Hale's Bear Stearns/JP Morgan Experience October 2007 - June 2009
Job VaronisDirector of Sales Northeast
Industry Information Technology and Services
Experience
Varonis September 2015 - Present
Palerra March 2015 - August 2015
Varonis March 2013 - March 2015
Varonis April 2011 - February 2013
Varonis October 2010 - April 2011
MicroStrategy November 2009 - October 2010
CDW June 2009 - October 2009
Bear Stearns/JP Morgan October 2007 - June 2009
Skills
Enterprise Software, Management, Solution Selling, Cloud Computing, Salesforce.com, SaaS, Account Management, Sales, Business Development, Direct Sales
Education
Shenandoah University 2005 — 2007
Masters, Business Administration
Shenandoah University 2002 — 2005
Bachelor of Arts, Sports Administration
Varonis September 2015 - Present
Palerra March 2015 - August 2015
Varonis March 2013 - March 2015
Varonis April 2011 - February 2013
Varonis October 2010 - April 2011
MicroStrategy November 2009 - October 2010
CDW June 2009 - October 2009
Bear Stearns/JP Morgan October 2007 - June 2009
Skills
Enterprise Software, Management, Solution Selling, Cloud Computing, Salesforce.com, SaaS, Account Management, Sales, Business Development, Direct Sales
Education
Shenandoah University 2005 — 2007
Masters, Business Administration
Shenandoah University 2002 — 2005
Bachelor of Arts, Sports Administration
Edward Murphy, CFA, CAIA Edward Murphy, CFA, CAIA's Bear Stearns/JP Morgan Experience February 2008 - December 2008
Job Institutional Data Analyst at Schafer Cullen Capital Management
Industry Financial Services
Experience
Schafer Cullen Capital Management June 2012 - Present
Independent Study January 2009 - July 2012
Bear Stearns/JP Morgan February 2008 - December 2008
Bear Hunter Structured Products June 2006 - February 2008
American Stock Exchange June 2005 - June 2006
State Street July 2002 - June 2005
Skills
Trade Operations, Leveraging Technology..., Exchange Traded Funds..., VBA, SQL, Equity Trading, Indexing, ETFs, Trading, Arbitrage, Equities, Leveraging Technology, Market Making, Proprietary Trading, Derivatives, Electronic Trading, Equity Derivatives, Statistical Arbitrage, Trading Strategies, Mutual Funds, Structured Products, Program Trading, Hedging, Bloomberg, Capital Markets, Trading Systems, Alternative Investments, CFA, CAIA
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BBA, Finance
NYC Data Science Academy
NYU School of Professional Studies
NYU School of Professional Studies
Schafer Cullen Capital Management June 2012 - Present
Independent Study January 2009 - July 2012
Bear Stearns/JP Morgan February 2008 - December 2008
Bear Hunter Structured Products June 2006 - February 2008
American Stock Exchange June 2005 - June 2006
State Street July 2002 - June 2005
Skills
Trade Operations, Leveraging Technology..., Exchange Traded Funds..., VBA, SQL, Equity Trading, Indexing, ETFs, Trading, Arbitrage, Equities, Leveraging Technology, Market Making, Proprietary Trading, Derivatives, Electronic Trading, Equity Derivatives, Statistical Arbitrage, Trading Strategies, Mutual Funds, Structured Products, Program Trading, Hedging, Bloomberg, Capital Markets, Trading Systems, Alternative Investments, CFA, CAIA
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BBA, Finance
NYC Data Science Academy
NYU School of Professional Studies
NYU School of Professional Studies
Suzanne Rocheleau MBA's Bear Stearns/JP Morgan Experience March 2005 - February 2009
Job at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald April 2010 - Present
Bear Stearns/JP Morgan March 2005 - February 2009
CIBC World Markets October 1997 - March 2002
Skills
Mutual Funds, Investment Banking, Portfolio Management, Series 7, Mergers, Financial Services, Capital Markets, Equities, Financial Modeling, Bloomberg, Investments, Corporate Finance, Financial Analysis, Banking, Valuation, Wealth Management, Fixed Income, Credit Analysis, Series 63, Risk Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2013 — 2013
Personal Leadership
Pace University - Lubin School of Business 2005 — 2007
MBA, Financial Management
Northeastern University 1984 — 1989
BS, Economoics
Cantor Fitzgerald April 2010 - Present
Bear Stearns/JP Morgan March 2005 - February 2009
CIBC World Markets October 1997 - March 2002
Skills
Mutual Funds, Investment Banking, Portfolio Management, Series 7, Mergers, Financial Services, Capital Markets, Equities, Financial Modeling, Bloomberg, Investments, Corporate Finance, Financial Analysis, Banking, Valuation, Wealth Management, Fixed Income, Credit Analysis, Series 63, Risk Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2013 — 2013
Personal Leadership
Pace University - Lubin School of Business 2005 — 2007
MBA, Financial Management
Northeastern University 1984 — 1989
BS, Economoics
Jennifer Ferreri's Bear Stearns/JP Morgan Experience June 2002 - June 2008
Job Senior Program Manager at Mennonite Economic Development Associates (MEDA)
Industry Financial Services
Experience
Mennonite Economic Development Associates (MEDA) January 2014 - Present
Financial Consulting September 2013 - Present
Mennonite Economic Development Associates (MEDA) and Zoona Zambia July 2012 - September 2013
The SEEP Network June 2010 - July 2012
Bear Stearns/JP Morgan June 2002 - June 2008
Skills
International..., Microfinance, Economic Development, Capacity Building, International Relations, Non-profits, Program Evaluation, Quantitative Analytics, Proposal Writing, Program Management, NGOs, Financial Analysis, Strategic Planning, Fundraising, Africa, Spanish, Public/private..., Mobile banking, Research, Nonprofits, Community Development, Rural Development, Strategic Communications
Education
The George Washington University 2009 — 2012
M.A., International Development and Peacebuilding
Smith College 1996 — 2000
B.A., Government, International Relations
Mennonite Economic Development Associates (MEDA) January 2014 - Present
Financial Consulting September 2013 - Present
Mennonite Economic Development Associates (MEDA) and Zoona Zambia July 2012 - September 2013
The SEEP Network June 2010 - July 2012
Bear Stearns/JP Morgan June 2002 - June 2008
Skills
International..., Microfinance, Economic Development, Capacity Building, International Relations, Non-profits, Program Evaluation, Quantitative Analytics, Proposal Writing, Program Management, NGOs, Financial Analysis, Strategic Planning, Fundraising, Africa, Spanish, Public/private..., Mobile banking, Research, Nonprofits, Community Development, Rural Development, Strategic Communications
Education
The George Washington University 2009 — 2012
M.A., International Development and Peacebuilding
Smith College 1996 — 2000
B.A., Government, International Relations
Camilo Samayoa's Bear Stearns/JP Morgan Experience 2007 - 2009
Job Associate Director Counterparty Risk Analytics at UBS
Industry Investment Banking
Experience
UBS May 2011 - Present
Fidelity Investments April 2009 - May 2011
Bear Stearns/JP Morgan 2007 - 2009
Skills
Equities, Fixed Income, Prime Brokerage, AML, Capital Markets, Derivatives, Hedge Funds, Middle Office, Options, Settlement, Market Risk, Trading, Alternative Investments, Risk Management, Securities, Bloomberg, Series 7, Equity Derivatives, Financial Markets, Financial Risk, Portfolio Management, Financial Services
Education
University of Miami - School of Business
MBA, Corporate Finance/ Intl Businesss
UBS May 2011 - Present
Fidelity Investments April 2009 - May 2011
Bear Stearns/JP Morgan 2007 - 2009
Skills
Equities, Fixed Income, Prime Brokerage, AML, Capital Markets, Derivatives, Hedge Funds, Middle Office, Options, Settlement, Market Risk, Trading, Alternative Investments, Risk Management, Securities, Bloomberg, Series 7, Equity Derivatives, Financial Markets, Financial Risk, Portfolio Management, Financial Services
Education
University of Miami - School of Business
MBA, Corporate Finance/ Intl Businesss
John Sampler's Bear Stearns/JP Morgan Experience December 2007 - December 2009
Job Sr Staff Analyst Power at Entergy
Industry Oil & Energy
Experience
Entergy June 2015 - Present
JPMorgan December 2007 - September 2012
Bear Stearns/JP Morgan December 2007 - December 2009
Williams Power Company January 1998 - December 2007
Williams Company 2004 - 2005
Williams Company 1999 - 2004
Williams Company November 1998 - March 2000
Williams Company March 1999 - July 1999
Skills
Natural Gas, Hedging, Commodity, Trading, PJM, Power Plants, Trading Strategies, Strategy, Derivatives, Traders, Options, Risk Management, Commodity Markets, Training, Power Trading, Energy, Energy Markets
Education
Oklahoma State University 1993 — 1997
BS, General Business
Oklahoma State University
Bachelor of Science Degree, General Business
Entergy June 2015 - Present
JPMorgan December 2007 - September 2012
Bear Stearns/JP Morgan December 2007 - December 2009
Williams Power Company January 1998 - December 2007
Williams Company 2004 - 2005
Williams Company 1999 - 2004
Williams Company November 1998 - March 2000
Williams Company March 1999 - July 1999
Skills
Natural Gas, Hedging, Commodity, Trading, PJM, Power Plants, Trading Strategies, Strategy, Derivatives, Traders, Options, Risk Management, Commodity Markets, Training, Power Trading, Energy, Energy Markets
Education
Oklahoma State University 1993 — 1997
BS, General Business
Oklahoma State University
Bachelor of Science Degree, General Business
Leo DeTerlizzi's Bear Stearns/JP Morgan Experience January 1993 - June 2009
Job supervisor at a. oliveri & sons
Industry Banking
Experience
a. oliveri & sons December 2011 - Present
Custodial Trust Co April 2000 - June 2009
Bear Stearns/JP Morgan January 1993 - June 2009
Bear Stearns 2000 - 2009
Bear Stearns January 2000 - January 2005
Deutsche Bank March 1994 - March 2000
Deutsche Bank January 1994 - January 2000
Salomon Brothers inc January 1980 - January 1993
Paine Webber January 1979 - January 1980
Skills
Securities, Fixed Income, Corporate Actions, Settlement, SWIFT payments, Trading, Cash Management, Banking, Account Reconciliation, Euroclear, Finance, Investment Banking, Equities, Prime Brokerage, Middle Office, Derivatives, Hedge Funds, Payments, Electronic Trading
Education
Saint Peters College 1980 — 1984
BS, Marketing
Saint Peter's University 1979 — 1984
bs, business/marketing
a. oliveri & sons December 2011 - Present
Custodial Trust Co April 2000 - June 2009
Bear Stearns/JP Morgan January 1993 - June 2009
Bear Stearns 2000 - 2009
Bear Stearns January 2000 - January 2005
Deutsche Bank March 1994 - March 2000
Deutsche Bank January 1994 - January 2000
Salomon Brothers inc January 1980 - January 1993
Paine Webber January 1979 - January 1980
Skills
Securities, Fixed Income, Corporate Actions, Settlement, SWIFT payments, Trading, Cash Management, Banking, Account Reconciliation, Euroclear, Finance, Investment Banking, Equities, Prime Brokerage, Middle Office, Derivatives, Hedge Funds, Payments, Electronic Trading
Education
Saint Peters College 1980 — 1984
BS, Marketing
Saint Peter's University 1979 — 1984
bs, business/marketing
Matthew Roskot, CFA's Bear Stearns/JP Morgan Experience December 2004 - September 2009
Job Energy Finance at NextEra Energy Resources
Industry Renewables & Environment
Experience
NextEra Energy Resources June 2015 - Present
NextEra Energy Resources March 2014 - Present
NorthWinds Advisors July 2011 - March 2014
New York Energy Policy Institute June 2010 - June 2011
Bear Stearns/JP Morgan December 2004 - September 2009
Skills
Project Finance, Financial Modeling, Renewable Energy, Due Diligence, Deal Execution, Energy Policy, Structured Finance, Finance, Derivatives, Fixed Income Strategies, Market Analysis, Transactional Banking, Capital Raising, Corporate Advisory, Risk Assessment, Energy Markets, Power Project..., Contract Negotiation, Emerging Markets, Trading, Photovoltaics, Strategy, Energy, Fixed Income, Equities, Valuation, Private Equity, Mergers, Analysis, Capital Markets, Corporate Finance
Education
Stony Brook University 2009 — 2010
Master of Science, Energy and Environmental Management
Columbia University in the City of New York 2000 — 2004
Bachelor of Arts Degree, Economics-Philosophy
University of New South Wales 2003 — 2003
Study Abroad
NextEra Energy Resources June 2015 - Present
NextEra Energy Resources March 2014 - Present
NorthWinds Advisors July 2011 - March 2014
New York Energy Policy Institute June 2010 - June 2011
Bear Stearns/JP Morgan December 2004 - September 2009
Skills
Project Finance, Financial Modeling, Renewable Energy, Due Diligence, Deal Execution, Energy Policy, Structured Finance, Finance, Derivatives, Fixed Income Strategies, Market Analysis, Transactional Banking, Capital Raising, Corporate Advisory, Risk Assessment, Energy Markets, Power Project..., Contract Negotiation, Emerging Markets, Trading, Photovoltaics, Strategy, Energy, Fixed Income, Equities, Valuation, Private Equity, Mergers, Analysis, Capital Markets, Corporate Finance
Education
Stony Brook University 2009 — 2010
Master of Science, Energy and Environmental Management
Columbia University in the City of New York 2000 — 2004
Bachelor of Arts Degree, Economics-Philosophy
University of New South Wales 2003 — 2003
Study Abroad
leonard palmer's Bear Stearns/JP Morgan Experience April 2002 - May 2010
Job Director, RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2010 - Present
Bear Stearns/JP Morgan April 2002 - May 2010
Pershing, a BNY Mellon company 1992 - 2002
Education
Cornell University
BS, Business Management
RBC Wealth Management June 2010 - Present
Bear Stearns/JP Morgan April 2002 - May 2010
Pershing, a BNY Mellon company 1992 - 2002
Education
Cornell University
BS, Business Management