Chase Securities

Description

Address: 560 Mission St, San Francisco, CA 94105 Hours: Closed ⋅ Opens 8AM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 688-2327: : Category: : Website: Place name: : : : Website: http://www.jpmorgansecurities.com/financial-services/securities/locations.htm Category: Stock broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 7 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of JP Morgan Securities Inc Posting publicly on the Web Write a review Reviews 2 Google reviews

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Chase Securities Employees

Employee
Years
Job
Industry
Brigid Rockwell Brigid Rockwell Albany, New York Area Details
Brigid Rockwell's Chase Securities Experience April 1994 - June 1996
Job Shaker Pointe at Carondelet, Independent Senior Living
Industry Arts and Crafts
Experience
Shaker Pointe at Carondelet   March 2014 - Present
Heartwood Terrace, National Healthcare, Assisted Living Facility   April 2012 - March 2014
St. Peter's Health Partners   March 2011 - June 2012
MaMo, Inc.   January 2000 - March 2011
Ethan Allen Interiors  August 2009 - October 2010
The Arts Center of the Capital Region  January 2008 - 2010
STICKLEY AUDI & CO.   March 2006 - March 2009
KEYSTONE, ARCHITECTURAL ANTIQUES: WHOLESALER HUDSON, NEW YORK   October 1998 - October 2003
Chase Securities   April 1994 - June 1996
Lehman Brothers Securities   May 1986 - March 1994

Skills
Budgets, Marketing, Sales, Art, Research, Painting, Drawing, Interior Design, Retail, Teaching, Event Planning, Fundraising, Nonprofits, Public Speaking, Event Management

Education
State University of New York Empire State College   2009 — 2011
Fine Arts, The Arts

School of Visual Arts   1992 — 1996
Fine Art, Painting & Illustration

Shana Ravnsborg Shana Ravnsborg Austin, Texas Area Details
Shana Ravnsborg's Chase Securities Experience June 1995 - October 1996
Job Operations executive helping build better companies
Industry Computer Software
Experience
R2Sonic   September 2015 - Present
EdTech Action   July 2015 - Present
OnRamp  October 2012 - April 2015
OnRamp  February 2011 - October 2012
YWCA of Greater Kansas City  January 2010 - December 2010
Perceptive Software  October 2007 - November 2010
Sprint  August 2001 - October 2007
Swiss Re Life & Health America  September 1996 - June 1999
Chase Securities   June 1995 - October 1996

Skills
Leadership, Project Management, Strategic Planning, Process Improvement, Team Building, Cross-functional Team..., Program Management, Team Leadership, Change Management, Management, Strategy, Customer Service, Recruiting, Telecommunications, Training, Business Planning, Enterprise Software

Education
University of Pennsylvania - The Wharton School   1999 — 2001
MBA

Bryn Mawr College   1992 — 1995
BA

Vanguard College Preparatory   1988 — 1992
high school diploma

Douglas Traver Douglas Traver Greater New York City Area Details
Douglas Traver's Chase Securities Experience 1995 - 2000
Job
Industry Financial Services
Experience
CoveView Advisors   Managing Partner resposible for new business development and execution. CoveView Advisors is an independent advisory firm providing corporate finance services including M&A, Capital Raising, and Restructuring advice and execution to corporations, private equity firms, financial institutions, and investors.MD & Co-Head of Syndicated and Leveraged FinanceJ.P. Morgan2002 - 2005
J.P. Morgan   2000 - 2002
Chase Securities   1995 - 2000
Chemical Securities  1988 - 1995
Chemical Bank  1982 - 1988
Manufacturers Hanover Trust  1978 - 1981

Skills
Corporate Finance, Leveraged Finance, Financial Structuring, Mergers, Investment Banking, Mergers & Acquisitions, Finance, Restructuring

Education
Brown University
Bachelor of Arts (B.A.), Applied Mathematics/ Economics

Sean Obranski Sean Obranski Greater New York City Area Details
Sean Obranski's Chase Securities Experience 1992 - 2001
Job Managing Director at GE Capital Markets, Inc.
Industry Capital Markets
Experience
GE Capital Markets, Inc.   2005 - Present
Scotia Capital  2001 - 2005
Chase Securities   1992 - 2001

Education
Tulane University - A.B. Freeman School of Business
Master of Business Administration (M.B.A.)

U.S. Naval Academy
Bachelor’s Degree, Ocean Engineering

Jon Ambos Jon Ambos Greater New York City Area Details
Jon Ambos's Chase Securities Experience 1996 - 1999
Job BuySide Operational Leader and Advisor, Change Agent, Driver of Process Improvements and Efficiencies through STP
Industry Investment Management
Experience
PwC  April 2015 - Present
Citi  June 2008 - July 2014
Credit Suisse Asset Management  September 2007 - March 2008
Deutsche Asset Management  October 2005 - September 2007
Citigroup Asset Management  2002 - 2005
Wealthplace   2001 - 2002
DLJ  1999 - 2001
Chase Securities   1996 - 1999
Seneca Capital  1996 - 1998
Hamilton Partners LP   1993 - 1996

Education
New York University - Leonard N. Stern School of Business   1988 — 1990
MBA, Finance, General

Wharton School, University of Pennsylvania   1984 — 1987
BBA, Accounting

Greg Dolan Greg Dolan Raleigh-Durham, North Carolina Area Details
Greg Dolan's Chase Securities Experience December 1995 - April 1998
Job CoFounder and Managing Partner, Keen Strategy, LLC
Industry Marketing and Advertising
Experience
Keen Strategy, LLC   January 2011 - Present
Furbish Studio   September 2015 - Present
CMG Partners  January 2010 - January 2011
Campbell Soup Company  July 2003 - January 2010
Kraft Foods  July 1999 - July 2003
Nabisco  1999 - 2001
Chase Securities   December 1995 - April 1998

Skills
Strategic Brand..., Brand Management, Branding & Identity, Positioning, Brand Architecture, Brand Equity, Brand Activation, Innovation, Brand Extensions, Strategic Planning, Corporate Strategy..., Integrated Marketing, Market Research, P&L Responsibility, Entrepreneurship, Strategic Partnerships

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1998 — 2000
MBA, Product & Customer Management Concentration

Siena College   1991 — 1995
1995, Economics

Julian Gammon III, LL.M. Julian Gammon III, LL.M. Chester, New Jersey Details
Julian Gammon III, LL.M.'s Chase Securities Experience 1988 - 1989
Job Senior Consultant at Tata Consultancy Services
Industry Capital Markets
Experience
Tata Consultancy Services  December 2013 - Present
ExperisNL  February 2012 - Present
UBS  February 2006 - October 2011
Accume Partners  2005 - 2006
Banc of America Securities  October 2000 - February 2005
CIBC  August 1995 - October 2000
Barclay Investments, Inc.   1992 - 1994
Manufacturers Hanover Trust  March 1989 - May 1991
Chase Securities   1988 - 1989
Citicorp Investment Bank  1985 - 1988

Skills
Structured Finance, Valuation, Risk Management, Fixed Income, Credit Derivatives, Derivatives, Hedge Funds, Capital Markets, Financial Risk, Due Diligence, Enterprise Risk..., Credit Risk, Portfolio Management, Equities, Mutual Funds, Investment Banking, Securities, Corporate Finance, Banking, Financial Modeling, Structured Products, Options, Trading, Finance

Education
New York Law School   2003 — 2005
LL.M., Taxation

New York Law School   1981 — 1983
JD, Law

Duquesne University School of Law   1979 — 1981
Transferred, Law

The George Washington University   1975 — 1977
MA, Economics

The George Washington University   1975 — 1977
BA, MA in Economics, MS Candidate, Computer Science

The George Washington University   1969 — 1973
BA, Economics

Shady Side Academy   1964 — 1967

Saverio Flemma Saverio Flemma Thiensville, Wisconsin Details
Saverio Flemma's Chase Securities Experience 1986 - 1999
Job President/Founder
Industry Financial Services
Experience
SF Advisors, LLC   2009 - Present
Deutsche Bank  2005 - 2008
Bank of America  1999 - 2003
Chase Securities   1986 - 1999

Skills
Mergers & Acquisitions, Strategic Planning, Financial Analysis, Private Equity, Capital Markets, Investment Banking, Business Valuation

Education
Rollins College   1982 — 1986
Bachelor's degree, Economics

Kent School, Kent,CT   1980 — 1982

David Pykon David Pykon Greater New York City Area Details
David Pykon's Chase Securities Experience 1999 - 2000
Job Trader at JW Asset Management
Industry Investment Management
Experience
JW Asset Management   September 2011 - Present
RBC, Four Point Partners   June 2008 - August 2010
Panacea Asset Management   February 2007 - August 2007
Mallette Capital Management   November 2005 - 2006
American Airlines  2001 - 2004
Chase Securities   1999 - 2000
Arthur Andersen  1993 - 1997

Skills
Portfolio Management, Valuation, Financial Modeling, Asset Management, Equities, Investments, Hedge Funds, Biotechnology

Education
Duke University - The Fuqua School of Business   1997 — 1999
MBA

Cornell University   1989 — 1993
BA, Economics

Carroll Watson Carroll Watson Greater New York City Area Details
Carroll Watson's Chase Securities Experience March 1997 - March 2000
Job Capital Markets Professional
Industry Capital Markets
Experience
Merrill Lynch  August 2002 - June 2011
Chase Securities   March 1997 - March 2000

Education
Darden Graduate School of Business Administration   2000 — 2002
Masters Business Administration, General Management

DePauw University   1992 — 1996
Bachelor of Arts, History

Jonathan Lieber Jonathan Lieber Baltimore, Maryland Area Details
Jonathan Lieber's Chase Securities Experience March 1995 - July 1998
Job Senior Portfolio Manager at Catlin Insurance
Industry Financial Services
Experience
Catlin Insurance   June 2012 - Present
Stifel Nicolaus  February 2010 - June 2012
Countrywide  February 2002 - February 2010
Prudential Securities  July 1998 - November 2000
Chase Securities   March 1995 - July 1998
JP Morgan  May 1993 - March 1995
Equitable Life  1991 - 1993
First Boston  1987 - 1990

Skills
Bloomberg

Education
Carnegie Mellon University - Tepper School of Business   1985 — 1987
MBA, Finance

University of Pennsylvania - The Wharton School   1979 — 1983
BS Economics, Finance

Bill Kesselring Bill Kesselring Orlando, Florida Area Details
Bill Kesselring's Chase Securities Experience 1970 - 2000
Job Director at Blue Squid Solutions
Industry Government Administration
Experience
Blue Squid Solutions   May 2014 - Present
Florida's Turnpike Enterprise (FDOT)   August 2002 - May 2014
JPMorgan Chase (Chase Manhattan Banking Corp.)   July 1996 - June 2000
Chase Securities   1970 - 2000
Chemical Bank / JPMorgan Chase   1970 - 2000
JPMorgan Chase (Chemical Banking Corporation)   December 1970 - July 1996
Defense Intelligence Agency  July 1966 - December 1970
U.S. Army Air Defense Command   June 1963 - July 1966

Skills
Public/private..., Transportation Planning, Program Management, Government Procurement, Government, Public Policy, Transportation, Strategic Planning, Policy, Policy Analysis, Contract Management, Project Management, Project Planning, Management, Process Improvement, Integration, Leadership, Analysis, Vendor Management, Budgets, Risk Management, Business Strategy, Governance, Proposal Writing, Strategy, Road Traffic, Operations Management, Military, Traffic Management, Road, Highways, Public Transport, Public-private..., Contract Negotiation, Software Documentation, Business Development, Rail, Change Management

Education
La Salle University   1960 — 1964
B.A., Law

Jeffrey Rogoff Jeffrey Rogoff New York, New York Details
Jeffrey Rogoff's Chase Securities Experience 1998 - 2001
Job Managing Director at CSG Investments Inc.
Industry Banking
Experience
CSG Investments Inc. ( Affiliate of Beal Bank)   2014 - Present
ENEFSO LLC   2013 - 2014
WestLB  2001 - 2012
Chase Securities   1998 - 2001
UBS  1995 - 1998
Office of the Vice President- The White House  1989 - January 1993

Skills
Business Development, Deal Origination, Client Advisory, Portfolio Management, Business Strategy, Investor Marketing, Public Affairs, Institutional Sales and..., Alternative Assets, Trading, Structured Finance, Investor Relations, Deal Creation, Securities, Derivatives, Emerging Markets, Syndications, Fixed Income, Investment Advisory..., Hedge Funds, Capital Markets, Financial Structuring

Education
Cornell University   1986 — 1989
BS, Policy Analysis

Northwestern University - Kellogg School of Management   1993 — 1995
MBA, Finance, Marketing

Terry Weiss Gary Terry Weiss Gary Greater New York City Area Details
Terry Weiss Gary's Chase Securities Experience 1985 - 1993
Job Vice President of Business Development at Strategic Legal Solutions
Industry Legal Services
Experience
Strategic Legal Solutions  November 1995 - Present
Chase Securities   1985 - 1993
chase manhattan  1985 - 1993
Kleinwort Benson  1984 - 1985

Skills
Corporate Governance, Investment Banking, Structured Finance, Prime Brokerage, Due Diligence, Licensing, Derivatives, Corporate Law, Document Review, Intellectual Property, Real Estate, Trading, ISDA, Contract Negotiation, Capital Markets, Temporary Placement, Fixed Income, Mergers, Securities, Litigation Management, International Law, Hedge Funds, Securities Regulation

Education
University of Pennsylvania - The Wharton School   1981 — 1983
B.S.Economics, Finance

Lawrence High School   1976 — 1979

Christopher W. Harris, CFA Christopher W. Harris, CFA Greater New York City Area Details
Christopher W. Harris, CFA's Chase Securities Experience 1997 - 1999
Job BuySide Credit Desk at TD (The Volcker Rule ended Prop Trading in 2014)
Industry Investment Management
Experience
TD  September 2013 - December 2014
Amida Capital Management  2012 - 2013
Tiburon Capital Management   2011 - 2012
L Plus LLC   2010 - 2011
Sound Point Capital Mgmt, LP (Aug 09 Launch)   2008 - 2010
Dry Brook Capital Partners   July 2007 - December 2007
Drake Mgmt LLC ($5 Bn Hedge Fund)   2003 - 2007
Bank of America Sec.   1999 - 2002
Chase Securities   1997 - 1999
JP Morgan Investment   1995 - 1997

Skills
High Yield, Credit Analysis, Hedge Funds, Credit, Alternative Investments, Capital, Fixed Income, Asset Management, Equities, Portfolio Management, Derivatives, Capital Markets, Valuation, Equity Research, Options, Investment Banking, Emerging Markets, Corporate Development, Venture Capital, Investments, Investment Management

Education
University of Pennsylvania - The Wharton School   1993 — 1995
MBA, Finance & Accounting

University of Notre Dame   1986 — 1990
BA, Economics, Magna Cum Laude

Jack Lykins Jack Lykins Lexington, Kentucky Details
Jack Lykins's Chase Securities Experience August 2004 - November 2004
Job Powerdrive LLC
Industry Industrial Automation
Experience
PowerDrive   August 2012 - Present
Allstate Insurance  July 2009 - August 2012
Fifth Third Securities  November 2004 - July 2009
Chase Securities   August 2004 - November 2004
UVEST Financial Services  September 2003 - August 2004
Edward Jones  August 2000 - September 2003
Emerson Power Transmission  March 1973 - August 2000

Skills
Insurance, Sales, Sales Management, Investments, Retirement Planning, Marketing, Property & Casualty..., New Business Development, Strategic Planning, Finance, Forecasting, Purchasing, Negotiation, Sales Operations, Business Planning, Pricing, Manufacturing, Product Management, Product Marketing

Education
Northern Kentucky University   1982 — 1992
BS, Operations Management

Kristy LeGrande Kristy LeGrande Greater Denver Area Details
Kristy LeGrande's Chase Securities Experience 1998 - 2000
Job Managing Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates  2001 - Present
Banc of America Securities  2000 - 2001
Chase Securities   1998 - 2000

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1996 — 1998
Master of Business Administration (M.B.A.)

Harvard College   1989 — 1993
Bachelor's degree, Economics

Jeff Wright Jeff Wright San Francisco Bay Area Details
Jeff Wright's Chase Securities Experience 1994 - 1996
Job Vice President, Strategy and Marketing at Autodesk
Industry Information Technology and Services
Experience
Autodesk  May 2014 - Present
Nathan Walton LLC   November 2011 - Present
Autodesk  August 2013 - April 2014
Autodesk  February 2012 - August 2013
Autodesk  May 2003 - February 2012
Bain & Company  2000 - 2003
SBC Warburg  1996 - 1998
Chase Securities   1994 - 1996

Skills
Marketing Strategy, Product Management, Strategy, Strategic Partnerships, Business Strategy, Cloud Computing, Go-to-market Strategy, Analytics, Strategic Planning, Business Modeling, Change Management, Leadership, Product Development, Marketing, SaaS, Team Leadership, Strategy Development, Enterprise Software

Education
Harvard Business School   1998 — 2000
MBA

Hamilton College   1990 — 1994
BA, Economics

London School of Economics and Political Science   1992 — 1993

Timothy Shea Timothy Shea Greater New York City Area Details
Timothy Shea's Chase Securities Experience October 1994 - January 1999
Job Financial Advisor at Wells Fargo FINET
Industry Financial Services
Experience
Wells Fargo FINET   April 2012 - Present
Morgan Stanley Smith Barney  September 2004 - April 2012
ABN Amro  June 2003 - April 2005
Merrill Lynch  January 1999 - June 2003
Chase Securities   October 1994 - January 1999

Skills
Private Equity, Capital Markets, Investment Banking, Mergers & Acquisitions, Loans, Mergers, Insurance, Investments, Securities, Wealth Management, Equities, High Yield, Strategic Planning, Entrepreneurship, Bonds, Corporate Law, Finance, Fixed Income

Education
Georgetown University Law Center   1991 — 1994
Juris Doctor, Law

Rutgers, The State University of New Jersey-New Brunswick   1986 — 1990
BA, Political Science

Eduardo Raz Guzman Eduardo Raz Guzman Greater New York City Area Details
Eduardo Raz Guzman's Chase Securities Experience 1998 - 2000
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan   January 2013 - Present
J.P. Morgan   June 2010 - January 2013
ING Investment Management  January 2008 - June 2010
ING Investment Management  August 2003 - June 2010
Offitbank (a Wachovia Company)   March 2000 - December 2002
Chase Securities   1998 - 2000
Citibank  1993 - 1996

Skills
Corporate Finance, Investment Banking, Portfolio Management, Emerging Markets, Banking, Derivatives, Asset Managment, Credit, Latin America, Fixed Income, Private Equity, Capital Markets, Analytics, Structured Finance, Equities, Asset Management, Financial Modeling, Valuation, Structured Products, Financial Markets, Investments, Risk Management

Education
University of Virginia Darden School of Business   1996 — 1998
MBA

Instituto Tecnológico Autónomo de México   1990 — 1994
BS

Tom Aust Tom Aust Greater New York City Area Details
Tom Aust's Chase Securities Experience August 1998 - February 2001
Job
Industry Investment Management
Experience
GE Asset Management  August 2007 - Present
JP Morgan Investment Management (JPIM)   July 2004 - August 2007
Citigroup Investments  August 2001 - July 2004
Chase Securities   August 1998 - February 2001
Citicorp Securities  August 1993 - August 1998
Lehman Brothers  February 1990 - August 1993
New York Public Service Commission  February 1988 - February 1990

Skills
Financial Analysis, Economics, Credit Analysis, Bloomberg, Portfolio Management, Investments, Debt

Education
Beloit College
BA

Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)

Creighton University School of Law
Juris Doctor

Colin Bryan, CPA, MBA Colin Bryan, CPA, MBA Greater New York City Area Details
Colin Bryan, CPA, MBA's Chase Securities Experience 1993 - 2001
Job CB Squared LLC
Industry Venture Capital & Private Equity
Experience
CB Squared LLC   2005 - Present
Scott-Macon Securities   June 2001 - April 2005
Chase Securities   1993 - 2001
Deloitte & Touche  January 1988 - September 1991

Education
University of Michigan - Stephen M. Ross School of Business   1991 — 1993
MBA

University of Michigan - Stephen M. Ross School of Business   1991 — 1993
MBA

Scott Porter Scott Porter Greater New York City Area Details
Scott Porter's Chase Securities Experience October 1997 - March 2000
Job Managing Director at Brightwood Capital Advisors
Industry Investment Management
Experience
Brightwood Capital Advisors   December 2014 - Present
Room 17, LLC   August 2012 - Present
Uni-World Capital, L.P.   July 2009 - December 2014
Cowen Capital Partners, LLC   April 2000 - July 2009
Chase Securities   October 1997 - March 2000

Skills
Private Equity, Mergers & Acquisitions, Investments, Venture Capital, Investment Banking, Growth Capital, Equities, Valuation, Due Diligence, Financial Modeling, Private Placements, Finance, High Yield, Strategy, Capital Markets, Corporate Development, Corporate Finance, Hedge Funds, Leveraged Finance, IPO, Alternative Investments, Asset Management, Mergers, Asset Managment, leveraged, Leveraged Lending

Education
Binghamton University   1992 — 1996
B.A., Literature, History

Regis High School   1988 — 1992

The Epiphany SCHOOL

Ayman Zameli Ayman Zameli Greater New York City Area Details
Ayman Zameli's Chase Securities Experience 1998 - 2002
Job SVP Capital Markets & Investor Relations at Cenveo
Industry Investment Banking
Experience
Cenveo  March 2014 - Present
Wainscott Advisors   January 2012 - February 2014
Pivotal Group   June 2009 - November 2011
Banc of America Securities  April 2004 - April 2009
BNP Paribas  2003 - 2004
Chase Securities   1998 - 2002
J.P. Morgan Securities Inc.   1998 - 2002

Skills
Corporate Finance, Investment Banking, Private Equity, Capital Markets, Valuation, Financial Structuring, LBO, Fixed Income, Hedge Funds, Financial Modeling, Emerging Markets, Equities, Financial Analysis, Venture Capital, Leveraged Finance, Alternative Investments, Corporate Development, Due Diligence, Trading, Structured Finance, Mergers & Acquisitions, Investments

Education
American University of Beirut   1984 — 1987
BA, Business

The George Washington University - School of Business
MBA

Sarah (Brooke) MacColl Sarah (Brooke) MacColl Greater Philadelphia Area Details
Sarah (Brooke) MacColl's Chase Securities Experience July 1998 - June 2000
Job Brand Manager OxiClean Laundry Detergent at Church & Dwight, Co., Inc.
Industry Consumer Goods
Experience
Church & Dwight, Co., Inc.   October 2013 - Present
Church & Dwight, Co., Inc.   September 2012 - September 2013
Lilly Pulitzer  January 2012 - August 2012
Church & Dwight, Co., Inc.   August 2011 - January 2012
Colgate-Palmolive  February 2006 - October 2007
Colgate Palmolive  October 2004 - January 2006
The New York Times Company  September 2002 - September 2004
Chase Securities   July 1998 - June 2000
Accenture  July 1996 - June 1998

Skills
Strategy, Product Marketing, Marketing Strategy, Cross-functional Team..., Competitive Analysis, Marketing, Brand Management, Business Development, Product Development, Market Research

Education
Columbia University - Columbia Business School   2000 — 2002
MBA, Strategy and General Management

Dartmouth College   1992 — 1996
BA, Government

Richard Thayer Richard Thayer Greater New York City Area Details
Richard Thayer's Chase Securities Experience 1996 - 2000
Job at RR Thayer & Co. LLC
Industry Financial Services
Experience
RR Thayer & Co. LLC   2006 - Present
Hilite International  2010 - 2011
Mesa Air Group  2006 - 2011
Philadelphia Media Holdings LLC   2006 - 2010
JP Morgan Securities  2001 - 2005
Chase Securities   1996 - 2000
Chemical Securities  1992 - 1995
Manufacturers Hanover Trust  1991 - 1991
Manufacturers Hanover Trust  1987 - 1991
Manufacturers Hanover Trust  1986 - 1986

Education
University of Pennsylvania - The Wharton School   1975 — 1979
BSc, Finance, Marketing

Harrow School, Harrow-on-the-Hill, England   1970 — 1974
'A' Level, Applied Math, Pure Math, Physics

Philip Rio Philip Rio Greater New York City Area Details
Philip Rio's Chase Securities Experience September 1998 - November 2000
Job Sr. Director at New York Life Investment Management
Industry Investment Management
Experience
New York Life Investment Management  April 2001 - Present
Chase Securities   September 1998 - November 2000
Chase Global Asset Management   October 1995 - September 1998
Paine Webber  1988 - 1995

Skills
Series 7, Series 63, Alternative Investments, Asset Management, Capital Markets, Fixed Income, Bloomberg, Portfolio Management, Bonds, Investments, Equities, Derivatives, Securities, Trading, Structured Products

Education
Stony Brook University

Shannon W. McAdams, CFA Shannon W. McAdams, CFA Houston, Texas Area Details
Shannon W. McAdams, CFA's Chase Securities Experience May 1998 - December 1998
Job Principal at Parabellum Energy, LLC
Industry Oil & Energy
Experience
Parabellum Energy, LLC   September 2013 - Present
Broadway Resources, LLC   November 2012 - August 2013
Adino Energy Corporation   October 2010 - October 2012
Vulcan Energy Advisors, LLC   February 2010 - September 2010
Galway Group, LP   April 2007 - January 2010
Technology Tree Group   July 2005 - November 2006
Mercury Venture Partners   July 2000 - June 2005
Chase Asset Management  January 1999 - June 2000
Chase Securities   May 1998 - December 1998
Fox Army Community Hospital   March 1994 - July 1996

Education
Tulane University - A.B. Freeman School of Business   1996 — 1998
MBA, Finance and Entrepreneurship

University of Alabama   1988 — 1992
BS, Interdisciplinary Finance

Mary Jane Potter Mary Jane Potter Greater New York City Area Details
Mary Jane Potter's Chase Securities Experience 1996 - 1996
Job Managing Director at Innovare Finance PCC
Industry Financial Services
Experience
Innovare Finance PCC   June 2014 - Present
Innovare Advisors, LLC   January 2012 - Present
AMREF- Africa's Flying Doctors (African Medical and Research Foundation)   January 2004 - September 2012
Presbyterian Disaster Assistance  October 2006 - June 2012
Emerging Economies Health Finance, LLC   March 2011 - March 2012
AIG Global Investment Group  March 1997 - February 2005
FAPC   1990 - 2000
Chase Securities   1996 - 1996
Chemical Bank  1991 - 1996
Manufacturers Hanover Trust  1981 - 1991

Skills
Asset Management, Emerging Markets, Private Equity, Due Diligence, Project Finance, Portfolio Management, Funding, Debt, Governance, Alternative Investments, Valuation, Investment Strategies, Nonprofits, Mergers & Acquisitions, Investments, Investment Management, Strategy, Negotiation, Financial Structuring, Finance, Restructuring, Asset Managment, Mutual Funds, Financial Analysis, Executive Management, Investor Relations, Business Development, Risk Management, Venture Capital, Fixed Income

Education
Middlebury College   1976 — 1977
Japanese Language School

Columbia University - School of International and Public Affairs   1975 — 1977
MIA, Masters in International Affairs

Cornell University   1975 — 1975
FALCON - Japanese

St. Lawrence University   1971 — 1975
1975, Government, French

Jo Kosewski Jo Kosewski New York, New York Details
Jo Kosewski's Chase Securities Experience 1992 - 1999
Job Asset Management Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   May 2015 - Present
J.P. Morgan   September 2014 - May 2015
School the World  2009 - 2013
Hibiscus Tours for Women   2006 - 2011
Lehman Brothers  1999 - 2001
Chase Securities   1992 - 1999
KPMG Corporate Finance  1987 - 1990

Skills
Capital Markets, Investment Banking, Mergers, Mergers, Personal Development, Public Speaking, Start-ups, Strategic Planning, Strategy

Education
New York University   2001 — 2002
CFP, Certified Financial Planner

UCLA Anderson School of Management   1990 — 1992
MBA, Finance

College of the Holy Cross   1981 — 1985
BA, Economics

Seth Crone Seth Crone Houston, Texas Area Details
Seth Crone's Chase Securities Experience 1987 - 2001
Job VP, Business Development at BNY Mellon
Industry Banking
Experience
BNY Mellon  2006 - Present
J.P. Morgan   2003 - 2006
Banc of America Securities  2001 - 2003
Chase Securities   1987 - 2001
Laventhol & Horwath  1985 - 1987
Peat Marwick  1982 - 1985
Peat Marwick  1980 - 1982
Peat Marwick  1978 - 1980

Skills
Capital Markets, Management Consulting, Real Estate, Bonds, Public Finance, Business Development, Financial Structuring, Fixed Income, Financial Modeling, Investments, Auditing, Portfolio Management, Financial Analysis, Investment Banking, Mergers & Acquisitions, Banking, Financial Services

Education
New York University - Leonard N. Stern School of Business   1978 — 1980
MBA, Accounting

Amherst College   1974 — 1978
BA, Economics, Religion

Allen Roth Allen Roth Greater New York City Area Details
Allen Roth's Chase Securities Experience 1994 - 2000
Job Capital Markets Professional
Industry Capital Markets
Experience
Syncora   June 2008 - April 2010
XL Capital Assurance  2000 - 2008
Chase Securities   1994 - 2000
PaineWebber  1990 - 1994

Skills
Capital Markets, Structured Finance, Investment Banking, Structured Products, Derivatives, Securitization, Fixed Income, Bonds, Valuation

Education
New York University - Leonard N. Stern School of Business   1992 — 1994
MBA, Finance

New York University   1986 — 1990
BS

Graham Michener Graham Michener Greater New York City Area Details
Graham Michener's Chase Securities Experience March 1997 - September 1999
Job Managing Director at RSR Partners
Industry Staffing and Recruiting
Experience
RSR Partners  December 2008 - Present
Russell Reynolds Associates  May 2004 - October 2008
Lehman Brothers  August 2002 - May 2004
Chase Private Bank   September 1999 - September 2000
Chase Securities   March 1997 - September 1999
Federal Reserve Bank of New York  June 1994 - March 1997

Skills
Private Equity, Management, Financial Services, Investment Banking, Finance, Management Consulting, Capital Markets, Financial Modeling, Executive Search, Hedge Funds, Investment Management, Talent Acquisition, Recruiting, Equities

Education
New York University - Leonard N. Stern School of Business   2000 — 2002
MBA, Finance/Marketing

Lafayette College   1991 — 1993
BA, English, Anthropology

Rollins College   1989 — 1990

William Penn Charter School   1985 — 1989

Harry Manko Harry Manko Greater New York City Area Details
Harry Manko's Chase Securities Experience 1995 - 1998
Job Director at National Australia Bank
Industry Capital Markets
Experience
National Australia Bank  January 2011 - Present
Maxim Group  2009 - 2010
ABN AMRO Bank N.V.   2004 - 2007
Banc One Capital Markets  1998 - 2003
Chase Securities   1995 - 1998
RW Pressprich  1990 - 1995
Bear Stearns  1985 - 1990
European American Bank  1980 - 1985
Fire Island Ferries Inc.  1971 - 1978

Skills
Hedge Funds, Fixed Income, Capital Markets, Bonds, Trading

Education
Bay Shore High School

Hofstra University

David Skoblow David Skoblow Edison, New Jersey Details
David Skoblow's Chase Securities Experience 1997 - 1999
Job Parochial Vicar at Our Lady of Peace Roman Catholic Church
Industry Religious Institutions
Experience
Our Lady of Peace Roman Catholic Church   June 2015 - Present
Pope St. John XXIII National Seminary   August 2012 - May 2015
Order of Malta  1995 - 2014
CLS Bank International  August 1999 - March 2012
Chase Securities   1997 - 1999
JPMorganChase  1983 - 1997
Linklaters & Paines   1980 - 1980
Shearman & Sterling  1977 - 1979
Shearman & Sterling  1977 - 1979

Skills
Financial Services, Corporate Governance, Finance, Corporate Law, Governance, Banking, Derivatives, Theology, Trading, Leadership, Operational Risk, Catholic Theology, Intellectual Property, Corporations

Education
Pope St. John XXIII National Seminary   2012 — 2015
Theology

London School of Economics and Political Science, U. of London   1980 — 1980
LL.M., law

Georgetown University Law Center   1975 — 1977
JD, law

Georgetown University   1972 — 1974
MSFS, international relations

University of Pennsylvania   1968 — 1972
B.A., History

Wharton School, University of Pennsylvania   1968 — 1972
B.S. Economics, Finance, General

Bronx High School of Science   1965 — 1968

Maryvale Institute
M.A. Theology

Maryvale Institute
B.A. Divinity

Robert B. Allan Robert B. Allan New York, New York Details
Robert B. Allan's Chase Securities Experience 1998 - 2000
Job Airline Pilot/Captain at Virgin America
Industry Airlines/Aviation
Experience
Virgin America  2006 - Present
Independence Air  2000 - 2006
Chase Securities   1998 - 2000
Smith Barney (Shearson Lehman Brothers)   1992 - 1996
Midway Airlines  1989 - 1991

Education
Columbia University - Columbia Business School   1997 — 1998
MBA

New York University - Leonard N. Stern School of Business   1992 — 1996
B.S., Economics

Confederation College   1980 — 1982
Dip., Aviation (Flight) Management

Stanstead College   1974 — 1978

Bruce Rigione Bruce Rigione Greater New York City Area Details
Bruce Rigione's Chase Securities Experience 1987 - 1996
Job Managing Partner at Capital Ideas Group
Industry Financial Services
Experience
Capital Ideas Group   September 2003 - Present
NextCard  August 2000 - September 2003
NextCard  January 1999 - August 2000
HSBC Securities  1996 - 1999
Chase Securities   1987 - 1996
Bankers Trust Company  1981 - 1987

Skills
Joint Ventures, Venture Capital, Structuring, Origination, Securitization, Capital Markets, Private Equity, Structured Finance, Debt, Project Finance, ABS, Corporate Finance, Private Placements, Portfolio Management, Business Development, Financial Structuring, Financial Services, Hedge Funds

Education
Columbia University - Columbia Business School   1980 — 1981
MBA, Finance

Fairfield University   1975 — 1979
BA, Politics

Bob Laucella Bob Laucella Greater New York City Area Details
Bob Laucella's Chase Securities Experience 1998 - 2005
Job Market Resolve Consultant
Industry Banking
Experience
Market Resolve   March 2006 - Present
JP Morgan Chase  2001 - 2006
JPMorgan Chase  October 2000 - January 2005
JPMorgan Chase (Chase Securities)   2000 - 2005
Chase Securities   1998 - 2005
Chase Manhattan Bank  1996 - 2000
Chemical Bank  October 1965 - January 1996

Skills
Capital Markets, Investment Banking, Strategy, Securities, Management, Project Management, Trading, Hedge Funds, Account Reconciliation, Start-ups, Disaster Recovery, Settlement, Financial Services, Fixed Income

Education
Pace University   1978 — 1982
Business

Mark Goerg Mark Goerg Greater New York City Area Details
Mark Goerg's Chase Securities Experience 1992 - 2000
Job Director at BNY Mellon Capital Markets, LLC
Industry Capital Markets
Experience
BNY Mellon Capital Markets, LLC  October 2007 - Present
Investment Technology Group (ITG)   2005 - 2007
State Street Global Markets, LLC  2000 - 2004
Chase Securities   1992 - 2000

Skills
Fixed Income, Series 63, Equities, Hedge Funds, Series 7, Derivatives, Analysis, Treasury, Securities, Series 24, Bloomberg, Start-ups, Venture Capital, Capital Markets, Currency, Alternative Investments, Asset Management, FINRA, Trading, Portfolio Management, Investments

Education
Fordham University - Graduate School of Business Administration   1992 — 1995
MBA

Stonehill College   1979 — 1983
BS, Marketing

St. Mary's Preparatory

Birgitta Hanan Birgitta Hanan New York, New York Details
Birgitta Hanan's Chase Securities Experience 1984 - 1996
Job Treasurer
Industry Nonprofit Organization Management
Experience
Trinity Wall Street  2009 - Present
Deutsche Bank  2007 - 2008
The Bank of New York Mellon  1999 - 2007
Citicorp Securities  1997 - 1999
Chase Securities   1984 - 1996

Skills
Capital Markets, Portfolio Management, Corporate Finance, Structured Finance, Finance, Investments, Financial Structuring, Loans, Credit, Financial Risk..., Commercial Insurance, Treasury Management

Education
Northwestern University - Kellogg School of Management
MBA, Finance

University of Virginia
BA, Economics

Vincent Fea Vincent Fea United States Details
Vincent Fea's Chase Securities Experience 1995 - 1999
Job Managing Director at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management  March 2002 - Present
Bear Stearns & Co.   1999 - 2002
Chase Securities   1995 - 1999

Skills
Credit, Fixed Income, Asset Managment, Capital Markets, Investments, Bloomberg, High Yield, Bonds, Asset Allocation, Series 7, Financial Modeling, Chartered Financial..., Financial Risk, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investment Management, Equities, Derivatives

Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance

Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance, General

Greg Sorensen Greg Sorensen Greater New York City Area Details
Greg Sorensen's Chase Securities Experience 1993 - 1999
Job Principal at Sorensen HC Advisors Inc.
Industry Banking
Experience
Sorensen HC Advisors Inc.   June 2014 - Present
SunTrust Robinson Humphrey  2010 - June 2014
Deutsche Bank Securities  2003 - 2009
Banc of America Securities  1999 - 2003
Chase Securities   1993 - 1999
Merrill Lynch Capital Markets  1983 - 1991

Skills
Investment Banking, M&A experience, Business Development, Analysis, Equity Capital Markets, Mergers & Acquisitions, Financial Modeling, Medical Devices, Mergers, Corporate Finance, Private Equity, Management, Capital Markets, Valuation, Corporate Development, Leveraged Finance, Equity Research, Venture Capital, IPO, LBO, Equities, Business Valuation, Due Diligence, Financial Structuring, Private Placements, Fixed Income, Emerging Markets, Alternative Investments, Hedge Funds

Education
Macalester College
BA, Mathematics / Economics

The University of Chicago
MBA, Finance

Université catholique de Louvain
MBA, International Finance / Econometrics

Heather Shickman Heather Shickman Dallas/Fort Worth Area Details
Heather Shickman's Chase Securities Experience June 1998 - August 1998
Job Senior Financial Analyst at SoftLayer Technologies, an IBM Company
Industry Financial Services
Experience
Softlayer Technologies, an IBM Company  May 2011 - Present
Principal Financial Group  February 2010 - June 2010
Camp Ramah in CA   September 2005 - May 2007
Texas Instruments  June 1999 - February 2004
Chase Securities   June 1998 - August 1998
First American Trade Finance   February 1995 - June 1998

Skills
Financial Modeling, Forecasting, Financial Analysis, Budgets, Start-ups, Marketing, Team Building, Management, Analytics, Access, Sales, SAP, Microsoft Excel, Credit, Finance, Strategic Financial..., Competitive Analysis, Team Leadership, Microsoft Office, Project Planning

Education
Southern Methodist University   1997 — 1999
MBA, Finance, Marketing, Financial Accounting

University of Houston   1989 — 1993
BA, German, Political Science

David Daughtrey, CFA CFP David Daughtrey, CFA CFP Scottsdale, Arizona Details
David Daughtrey, CFA CFP's Chase Securities Experience June 1989 - February 1996
Job Chief Investment Officer & Advisor at Copperwynd Financial
Industry Financial Services
Experience
Copperwynd Financial   March 2005 - Present
Capital Group  November 2001 - March 2005
Merrill Lynch  February 1996 - February 1998
Chase Securities   June 1989 - February 1996

Skills
Retirement Planning, Wealth Management, Retirement, Financial Advisory, Investment Advisory, Mutual Funds, Strategic Financial..., Investment Strategies, Alternative Investments, Asset Allocation, Investment Management, Hedge Funds, Finance, Fixed Income, Securities

Education
Brigham Young University   1987 — 1989
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Texas Tech University - Rawls College of Business   1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Doug Bollermann Doug Bollermann Charlotte, North Carolina Area Details
Doug Bollermann's Chase Securities Experience August 1993 - April 1996
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  May 2008 - Present
Banc of America Securities  April 1999 - April 2008
First Union Securities  April 1998 - April 1999
NationsBanc Montgomery Securities  April 1996 - April 1998
Chase Securities   August 1993 - April 1996
Andersen Consulting  March 1988 - May 1991

Education
Duke University - The Fuqua School of Business   1991 — 1993
MBA

University of Arizona   1984 — 1987
BSBA

John Bosacco John Bosacco New York, New York Details
John Bosacco's Chase Securities Experience 1997 - 1999
Job
Industry Investment Banking
Experience
Centerview Partners  January 2012 - Present
Miller Buckfire & Co.   2001 - 2011
Merrill Lynch  2000 - 2001
Chase Securities   1997 - 1999

Education
Dartmouth College   1992 — 1996

Marilyn Skiles Marilyn Skiles New York, New York Details
Marilyn Skiles's Chase Securities Experience June 1997 - July 2000
Job Executive Director at International Council of Securities Associations
Industry Financial Services
Experience
International Council of Securities Associations (ICSA)   March 2001 - Present
Chase Securities   June 1997 - July 2000
Federal Reserve Bank of New York  April 1995 - June 1997
J. P. Morgan & Co.   December 1991 - April 1995
Federal Reserve Bank of New York  January 1985 - November 1991

Education
UC Berkeley
Doctor of Philosophy (Ph.D.), Economics

UC Berkeley
Master's degree, History

Universidad Nacional Autonoma de Mexico
Exchange student, Economics and History

UCLA
Bachelor's degree, Independent Studies

Anna Papageorge Anna Papageorge New York, New York Details
Anna Papageorge's Chase Securities Experience 1993 - 1997
Job Managing Director at Garrison Securities LLC
Industry Financial Services
Experience
Garrison Securities LLC   2012 - 2013
Dimitra, LLC   March 2010 - December 2011
Deutsche Asset Management  2007 - 2009
Citi  2004 - 2005
Deutsche Bank  1999 - 2004
Chase Securities   1993 - 1997

Skills
Investor Relations, Product Development, Competitive Analysis, Real Estate, Private Equity, Project Management, Corporate Communiations, Qualitative Research, Asset Management, Marketing Research, Alternative Investments, Product Management, Fixed Income, Hedge Funds, Mutual Funds, CRM, Financial Services, Hold Series 7, Change Management, Business Process..., Marketing, Marketing Communications, Business Strategy, Strategy, Banking, Market Research, Market Strategy, Product Marketing, Marketing Management, Marketing Strategy, Event Planning, Program Management, Mergers & Acquisitions, Strategic Planning

Education
Columbia Business School   1997 — 1999
Master of Business Administration (MBA)

University of Pennsylvania   1988 — 1992
Bachelor of Arts (BA), Economics