Chase Securities
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
Chase Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Chase Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Chase Securities Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Centerview Partners January 2012 - Present
Miller Buckfire & Co. 2001 - 2011
Merrill Lynch 2000 - 2001
Chase Securities 1997 - 1999
Education
Dartmouth College 1992 — 1996
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
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