J P Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. Customer service: 1 (800) 935-9935 Headquarters: New York City, NY CEO: Jamie Dimon (Dec 31, 2005–) Founder: J. P. Morgan Subsidiaries: Chase Bank, J.P. Morgan & Co., WePay, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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J P Morgan Employees
Employee
Years
Job
Industry
Catherine Heron Carroll Catherine Heron Carroll's J P Morgan Experience 1995 - 1997
Job
Industry Financial Services
Experience
Goldman Sachs May 2013 - Present
ALLIANZ GLOBAL INVESTORS DISTRIBUTOR LLC July 2008 - May 2013
Allianz Global Investors / PIMCO July 2008 - December 2010
OppenheimerFunds, Inc August 2000 - July 2008
ADMASTER COMMUNICATIONS INC January 1997 - January 2000
Admaster, Inc 1997 - 2000
J.P January 1995 - January 1997
J. P Morgan 1995 - 1997
DREYFUS SERVICES CORPORATION January 1993 - January 1994
Dreyfus Services Corporation January 1991 - January 1993
Skills
Marketing Strategy, Integrated Marketing, E-business, Email Marketing, Online Marketing, Digital Marketing, Digital Strategy, Online Advertising, Brand Management, Brand Awareness, Strategy, CRM, E-commerce, Content Strategy, Leadership, Marketing Communications, Product Marketing, Marketing, Cross-functional Team..., Interactive Marketing, Business Development, Content Management, Social Media, Account Management, Project Management, Management, Direct Mail, Analytics, Market Analysis
Education
Manhattan College 1983 — 1987
BS Marketing
Goldman Sachs May 2013 - Present
ALLIANZ GLOBAL INVESTORS DISTRIBUTOR LLC July 2008 - May 2013
Allianz Global Investors / PIMCO July 2008 - December 2010
OppenheimerFunds, Inc August 2000 - July 2008
ADMASTER COMMUNICATIONS INC January 1997 - January 2000
Admaster, Inc 1997 - 2000
J.P January 1995 - January 1997
J. P Morgan 1995 - 1997
DREYFUS SERVICES CORPORATION January 1993 - January 1994
Dreyfus Services Corporation January 1991 - January 1993
Skills
Marketing Strategy, Integrated Marketing, E-business, Email Marketing, Online Marketing, Digital Marketing, Digital Strategy, Online Advertising, Brand Management, Brand Awareness, Strategy, CRM, E-commerce, Content Strategy, Leadership, Marketing Communications, Product Marketing, Marketing, Cross-functional Team..., Interactive Marketing, Business Development, Content Management, Social Media, Account Management, Project Management, Management, Direct Mail, Analytics, Market Analysis
Education
Manhattan College 1983 — 1987
BS Marketing
Kelly Bacon's J P Morgan Experience May 2014 - August 2014
Job Underwriting Senior Associate at Cigna
Industry Insurance
Experience
Cigna July 2015 - Present
The University of Kansas August 2013 - May 2015
J. P. Morgan May 2014 - August 2014
Orange Leaf October 2012 - July 2013
Emporia State Athletic Department August 2012 - March 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Sports, Statistics, Management, Customer Service, Leadership, Marketing, Data Analysis, Time Management, Accounting, Volunteer Management, Finance, Strategic Planning
Education
University of Kansas 2013 — 2015
Bachelor of Science (B.S.), Finance, General
Emporia State University 2011 — 2013
Business Administration and Management, General
Cigna July 2015 - Present
The University of Kansas August 2013 - May 2015
J. P. Morgan May 2014 - August 2014
Orange Leaf October 2012 - July 2013
Emporia State Athletic Department August 2012 - March 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Sports, Statistics, Management, Customer Service, Leadership, Marketing, Data Analysis, Time Management, Accounting, Volunteer Management, Finance, Strategic Planning
Education
University of Kansas 2013 — 2015
Bachelor of Science (B.S.), Finance, General
Emporia State University 2011 — 2013
Business Administration and Management, General
Dr. Charlie Nzeakor's J P Morgan Experience February 2001 - Present
Job Senior Analyst at J P Morgan
Industry Financial Services
Experience
J P Morgan February 2001 - Present
JPMorgan Chase February 2001 - March 2014
Paine Webber August 1997 - February 2001
The Wendy's Company June 1988 - August 1997
Skills
Fixed Income, Bloomberg, Equities, Valuation, Financial Modeling, Capital Markets, Derivatives, Securities, Investment Banking, Macroeconomics, Investment Advisory, Market Analysis
Education
The University of Texas at Dallas 1997 — 1999
Master's Degree, Public Administration, 3.6
The University of Texas at Dallas 1998 — 2000
Master's Degree, Applied Economics, 3.7
The University of Texas at Dallas 2008 — 2010
Doctor of Philosophy (Ph.D.), Public Administration/Economics, 3.5
J P Morgan February 2001 - Present
JPMorgan Chase February 2001 - March 2014
Paine Webber August 1997 - February 2001
The Wendy's Company June 1988 - August 1997
Skills
Fixed Income, Bloomberg, Equities, Valuation, Financial Modeling, Capital Markets, Derivatives, Securities, Investment Banking, Macroeconomics, Investment Advisory, Market Analysis
Education
The University of Texas at Dallas 1997 — 1999
Master's Degree, Public Administration, 3.6
The University of Texas at Dallas 1998 — 2000
Master's Degree, Applied Economics, 3.7
The University of Texas at Dallas 2008 — 2010
Doctor of Philosophy (Ph.D.), Public Administration/Economics, 3.5
Teresa Wortman Teresa Wortman's J P Morgan Experience March 2008 - September 2014
Job Vice President Global Technology at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. September 2014 - Present
JP Morgan September 2013 - September 2014
J P Morgan March 2008 - September 2014
Bear Stearns April 1999 - March 2008
Salomon Brothers August 1991 - October 1998
Skills
Equities, Trading Systems, Management, Trading, Portfolio Management, Analysis, Quality Assurance, Fixed Income, Investment Banking, Middle Office, Market Data, Electronic Trading, Mergers & Acquisitions, Financial Services, Software Documentation, Derivatives, Securities, Hedge Funds, Options
Education
University of South Florida
BA, Marketing, Business
JPMorgan Chase & Co. September 2014 - Present
JP Morgan September 2013 - September 2014
J P Morgan March 2008 - September 2014
Bear Stearns April 1999 - March 2008
Salomon Brothers August 1991 - October 1998
Skills
Equities, Trading Systems, Management, Trading, Portfolio Management, Analysis, Quality Assurance, Fixed Income, Investment Banking, Middle Office, Market Data, Electronic Trading, Mergers & Acquisitions, Financial Services, Software Documentation, Derivatives, Securities, Hedge Funds, Options
Education
University of South Florida
BA, Marketing, Business
John J. Flood John J. Flood's J P Morgan Experience February 1995 - May 1998
Job Head of Trading at Castlestone Management LLC
Industry Investment Banking
Experience
Castlestone Management LLC June 2014 - Present
Hiatus Sec. LLC June 2010 - June 2014
CIMB March 2007 - June 2010
Kevin Dann & Partners July 2005 - March 2007
Crédit Agricole Corporate & Investment Bank June 2002 - December 2003
Nomura 1999 - 2001
BNP Peregrine January 1999 - February 2000
J P Morgan February 1995 - May 1998
Swiss Bank Corp January 1992 - December 1994
Cnty. Nat. West January 1989 - October 1991
Skills
Trading, Equities, Business Strategy, Investment Sales, Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Electronic Trading, Equity Derivatives, Bloomberg, Financial Markets, Equity Trading, Derivatives
Education
University of Maryland College Park 1962 — 1963
A little bit of This & That, A's B's & C's
Castlestone Management LLC June 2014 - Present
Hiatus Sec. LLC June 2010 - June 2014
CIMB March 2007 - June 2010
Kevin Dann & Partners July 2005 - March 2007
Crédit Agricole Corporate & Investment Bank June 2002 - December 2003
Nomura 1999 - 2001
BNP Peregrine January 1999 - February 2000
J P Morgan February 1995 - May 1998
Swiss Bank Corp January 1992 - December 1994
Cnty. Nat. West January 1989 - October 1991
Skills
Trading, Equities, Business Strategy, Investment Sales, Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Electronic Trading, Equity Derivatives, Bloomberg, Financial Markets, Equity Trading, Derivatives
Education
University of Maryland College Park 1962 — 1963
A little bit of This & That, A's B's & C's
Kris Ishibashi Kris Ishibashi's J P Morgan Experience June 1987 - August 1988
Job Executive coach, consultant and speaker | Specializing in introverts, emotional intelligence
Industry Professional Training & Coaching
Experience
KrisIshibashi.com 2014 - Present
CareerSearchers October 2013 - Present
cookbox.com LLC 2000 - Present
Con Edison April 2006 - January 2013
Con Edison November 1998 - April 2006
Metro-North Railroad December 1994 - November 1998
Metro-North Railroad August 1988 - November 1994
J. P. Morgan June 1987 - August 1988
Education
Institute for Professional Excellence in Coaching
Coursera
Columbia Business School
Master of Business Administration (MBA)
Barnard College
AB
KrisIshibashi.com 2014 - Present
CareerSearchers October 2013 - Present
cookbox.com LLC 2000 - Present
Con Edison April 2006 - January 2013
Con Edison November 1998 - April 2006
Metro-North Railroad December 1994 - November 1998
Metro-North Railroad August 1988 - November 1994
J. P. Morgan June 1987 - August 1988
Education
Institute for Professional Excellence in Coaching
Coursera
Columbia Business School
Master of Business Administration (MBA)
Barnard College
AB
Fernando Szterling Fernando Szterling's J P Morgan Experience July 2010 - Present
Job Investment Banking Equity Capital Markets Latin America at J. P. Morgan
Industry Investment Banking
Experience
J. P. Morgan July 2010 - Present
Simpson Thacher & Bartlett LLP January 2008 - August 2010
Sidley Austin 2006 - December 2007
Levy & Salomão Advogados 1999 - 2002
Skills
Investment Banking, Securitization, Latin America, Corporate Law, Corporate Governance, Private Equity, Securities Regulation, Securities, Capital Markets, Mergers, Cross-border..., Litigation, Equity Capital Markets, Structured Finance, Credit Derivatives, Mergers & Acquisitions, Legal Research, Due Diligence, Joint Ventures, International Law, Legal Advice
Education
Columbia University School of Law 2004 — 2006
JD, Law, Stone Scholar (2004-05), Kent Scholar (2005-06)
Harvard Law School 2002 — 2003
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
Universidade de São Paulo 1995 — 2003
LLB, Master of Commercial Law, Law
J. P. Morgan July 2010 - Present
Simpson Thacher & Bartlett LLP January 2008 - August 2010
Sidley Austin 2006 - December 2007
Levy & Salomão Advogados 1999 - 2002
Skills
Investment Banking, Securitization, Latin America, Corporate Law, Corporate Governance, Private Equity, Securities Regulation, Securities, Capital Markets, Mergers, Cross-border..., Litigation, Equity Capital Markets, Structured Finance, Credit Derivatives, Mergers & Acquisitions, Legal Research, Due Diligence, Joint Ventures, International Law, Legal Advice
Education
Columbia University School of Law 2004 — 2006
JD, Law, Stone Scholar (2004-05), Kent Scholar (2005-06)
Harvard Law School 2002 — 2003
Master of Laws (LL.M.), Banking, Corporate, Finance, and Securities Law
Universidade de São Paulo 1995 — 2003
LLB, Master of Commercial Law, Law
Saji Paul Saji Paul's J P Morgan Experience June 1997 - June 1998
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup July 2015 - Present
BNY Mellon July 2013 - June 2015
Citigroup June 1998 - April 2013
J P Morgan June 1997 - June 1998
Federal bank 1994 - 1997
CMC Technologies India Pvt Ltd 1993 - 1994
Greater Noida Authority 1990 - 1993
Skills
Reference Data, Trading Systems, Equities, Prime Brokerage, Wealth Management..., Capital Markets, Fixed Income, Resource Management, Project Management, Vendor Management, Investment Banking, Derivatives, Middle Office, Corporate Actions, SDLC, Financial Services, SWIFT payments, Hedge Funds, Sybase, Market Data, Program Management, Requirements Analysis, Software Development, Electronic Trading, Back Office, Global Custody, Securities Lending, Business Analysis, Management, Risk Management, Software Project..., IT Strategy, Portfolio Management, Settlement, Equity Derivatives, Credit Derivatives, Databases, Banking, Enterprise Architecture, Consulting, Relationship Management, Governance, Integration, Requirements Gathering, Leadership, PMO, Agile Methodologies, SQL, Trading, Financial Risk
Education
College of Engineering, Trivandrum 1987 — 1990
Masters, Computer Applications
College of Engineering, Trivandrum 1987 — 1990
Master's degree, Computer Programming, Specific Applications
Citigroup July 2015 - Present
BNY Mellon July 2013 - June 2015
Citigroup June 1998 - April 2013
J P Morgan June 1997 - June 1998
Federal bank 1994 - 1997
CMC Technologies India Pvt Ltd 1993 - 1994
Greater Noida Authority 1990 - 1993
Skills
Reference Data, Trading Systems, Equities, Prime Brokerage, Wealth Management..., Capital Markets, Fixed Income, Resource Management, Project Management, Vendor Management, Investment Banking, Derivatives, Middle Office, Corporate Actions, SDLC, Financial Services, SWIFT payments, Hedge Funds, Sybase, Market Data, Program Management, Requirements Analysis, Software Development, Electronic Trading, Back Office, Global Custody, Securities Lending, Business Analysis, Management, Risk Management, Software Project..., IT Strategy, Portfolio Management, Settlement, Equity Derivatives, Credit Derivatives, Databases, Banking, Enterprise Architecture, Consulting, Relationship Management, Governance, Integration, Requirements Gathering, Leadership, PMO, Agile Methodologies, SQL, Trading, Financial Risk
Education
College of Engineering, Trivandrum 1987 — 1990
Masters, Computer Applications
College of Engineering, Trivandrum 1987 — 1990
Master's degree, Computer Programming, Specific Applications
Shariff Dean Shariff Dean's J P Morgan Experience June 2011 - November 2011
Job Senior Account Manager at Brightcove
Industry Marketing and Advertising
Experience
Brightcove February 2015 - Present
Xaxis August 2014 - January 2015
Facebook March 2014 - May 2014
Thomson Reuters November 2011 - March 2014
J. P. Morgan June 2011 - November 2011
MTV Networks / Logo 2009 - 2010
Skills
Digital Marketing, Social Media, Management, Social Media Marketing, Marketing, Customer Service, Advertising, Social Networking, Marketing Strategy, Digital Media
Education
Lafayette College 2007 — 2011
Bachelor's degree, Government and Law
Lafayette College
Brightcove February 2015 - Present
Xaxis August 2014 - January 2015
Facebook March 2014 - May 2014
Thomson Reuters November 2011 - March 2014
J. P. Morgan June 2011 - November 2011
MTV Networks / Logo 2009 - 2010
Skills
Digital Marketing, Social Media, Management, Social Media Marketing, Marketing, Customer Service, Advertising, Social Networking, Marketing Strategy, Digital Media
Education
Lafayette College 2007 — 2011
Bachelor's degree, Government and Law
Lafayette College
Stephen L. Gustin's J P Morgan Experience June 2014 - Present
Job M&A Investment Banking Analyst at J. P. Morgan
Industry Investment Banking
Experience
J. P. Morgan June 2014 - Present
University Venture Fund June 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Brigham Young University January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints September 2009 - August 2011
Education
Brigham Young University 2008 — 2014
BS, Finance
J. P. Morgan June 2014 - Present
University Venture Fund June 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Brigham Young University January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints September 2009 - August 2011
Education
Brigham Young University 2008 — 2014
BS, Finance
Janet Nettleton Otto Janet Nettleton Otto's J P Morgan Experience August 2007 - February 2011
Job Managing Director, Relationship Manager at Fiduciary Trust Company
Industry Investment Management
Experience
Fiduciary Trust Company April 2013 - Present
Legg Mason Investment Counsel February 2011 - March 2013
J P Morgan August 2007 - February 2011
U. S. Trust Company December 1993 - July 2007
Chemical Bank September 1990 - November 1993
Harris Bank February 1989 - June 1990
Manufacturers Hanover Trust July 1983 - June 1988
Skills
Wealth Management, Investments, Family Office, Business Development, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management
M.B.A., Finance and Accounting
Smith College
B.A., Music
Fiduciary Trust Company April 2013 - Present
Legg Mason Investment Counsel February 2011 - March 2013
J P Morgan August 2007 - February 2011
U. S. Trust Company December 1993 - July 2007
Chemical Bank September 1990 - November 1993
Harris Bank February 1989 - June 1990
Manufacturers Hanover Trust July 1983 - June 1988
Skills
Wealth Management, Investments, Family Office, Business Development, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management
M.B.A., Finance and Accounting
Smith College
B.A., Music
Philip Van Vlack Philip Van Vlack's J P Morgan Experience July 2000 - June 2012
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan June 2012 - Present
J. P. Morgan July 2000 - June 2012
Cohabaco Company September 1996 - September 1998
Royal Caribbean Cruises, Ltd. June 1991 - August 1996
Christensen, Gelderman, & Monaster, LLP. May 1990 - June 1991
Skills
Analytics, Business Development, Client Relationship..., Complex Communications, Corporate Bonds, Derivatives, Financial Markets, Financial Risk..., General Debt Obligations, Operations Management, P&L Management, Private Placements, Productivity..., Profitability..., Project Management, Revenue Generation, Sales & Marketing, Strategic Planning, Syndicated Facilities, Team Leadership, Transaction Execution, Investor Relations
Education
DePaul University, MBA 1998 — 2000
Master of Business Administration (MBA), Finance, Marketing
Principia College 1986 — 1990
Bachelor of Arts (B.A.), Finance, Economics
J.P. Morgan June 2012 - Present
J. P. Morgan July 2000 - June 2012
Cohabaco Company September 1996 - September 1998
Royal Caribbean Cruises, Ltd. June 1991 - August 1996
Christensen, Gelderman, & Monaster, LLP. May 1990 - June 1991
Skills
Analytics, Business Development, Client Relationship..., Complex Communications, Corporate Bonds, Derivatives, Financial Markets, Financial Risk..., General Debt Obligations, Operations Management, P&L Management, Private Placements, Productivity..., Profitability..., Project Management, Revenue Generation, Sales & Marketing, Strategic Planning, Syndicated Facilities, Team Leadership, Transaction Execution, Investor Relations
Education
DePaul University, MBA 1998 — 2000
Master of Business Administration (MBA), Finance, Marketing
Principia College 1986 — 1990
Bachelor of Arts (B.A.), Finance, Economics
MaryEsther Bolton MaryEsther Bolton's J P Morgan Experience March 2008 - August 2012
Job HireRight, Vendor Management
Industry Information Technology and Services
Experience
HireRight September 2014 - Present
Optimum Asset Management, LLC January 2014 - September 2014
J P Morgan March 2008 - August 2012
Management Resources and Recovery, Inc. 2004 - 2006
GLS Development, Inc. July 2000 - August 2004
Silk and Stewart Development Group 1998 - 1999
Skills
Operations Management, Strategic Planning, Program Development, Microsoft Office, Banking, Customer Service, Accomplished Negotiator, Resourceful..., Team Mentoring, Asset Management, Risk Management, Portfolio Management, Investments, Risk Assessment, REO, Organizational..., Forward Planning, Due Diligence, Investment Properties, Valuation, Investor Relations, Corporate Development, Entrepreneurship, Business Development, Distressed Property..., Real Estate, Management, Leadership, Strategy
Education
Geneva College
Bachelor of Science
Polley Institute of Real Estate
Real Estate
Slippery Rock University of Pennsylvania
Graduate Studies
HireRight September 2014 - Present
Optimum Asset Management, LLC January 2014 - September 2014
J P Morgan March 2008 - August 2012
Management Resources and Recovery, Inc. 2004 - 2006
GLS Development, Inc. July 2000 - August 2004
Silk and Stewart Development Group 1998 - 1999
Skills
Operations Management, Strategic Planning, Program Development, Microsoft Office, Banking, Customer Service, Accomplished Negotiator, Resourceful..., Team Mentoring, Asset Management, Risk Management, Portfolio Management, Investments, Risk Assessment, REO, Organizational..., Forward Planning, Due Diligence, Investment Properties, Valuation, Investor Relations, Corporate Development, Entrepreneurship, Business Development, Distressed Property..., Real Estate, Management, Leadership, Strategy
Education
Geneva College
Bachelor of Science
Polley Institute of Real Estate
Real Estate
Slippery Rock University of Pennsylvania
Graduate Studies
Fred Polaniecki's J P Morgan Experience September 2005 - Present
Job Vice President at J P Morgan Securities
Industry Banking
Experience
J P Morgan September 2005 - Present
Bear Stearns September 2005 - May 2009
Legg Mason 1997 - 2005
OppenheimerFunds 1989 - 1998
Skills
Sailing, Guitar, Equities, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Series 7, Alternative Investments, Securities, Asset Management, Investment Banking, Bloomberg, Series 63, Wealth Management, Structured Products, Electronic Trading, Mutual Funds, Prime Brokerage, Asset Allocation, Investments, Investment Advisory, Bonds, FINRA, Options, Due Diligence, Investment Management, Financial Markets, ETFs, Equity Trading, Financial Services, Investment Strategies, Trading, Banking, Finance, Private Equity
Education
Baruch College
Forest Hills High School
J P Morgan September 2005 - Present
Bear Stearns September 2005 - May 2009
Legg Mason 1997 - 2005
OppenheimerFunds 1989 - 1998
Skills
Sailing, Guitar, Equities, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Series 7, Alternative Investments, Securities, Asset Management, Investment Banking, Bloomberg, Series 63, Wealth Management, Structured Products, Electronic Trading, Mutual Funds, Prime Brokerage, Asset Allocation, Investments, Investment Advisory, Bonds, FINRA, Options, Due Diligence, Investment Management, Financial Markets, ETFs, Equity Trading, Financial Services, Investment Strategies, Trading, Banking, Finance, Private Equity
Education
Baruch College
Forest Hills High School
Greg Hoger Greg Hoger's J P Morgan Experience August 2011 - Present
Job Vice President, Federal Card Solutions Relationship Manager at J P Morgan
Industry Banking
Experience
J P Morgan August 2011 - Present
J.P. Morgan 2008 - September 2011
Skills
Banking, Business Analysis, Relationship Management, Financial Services, Portfolio Management
Education
Elmhurst College
Bachelor of Science, Computer Science / Information Technology
J P Morgan August 2011 - Present
J.P. Morgan 2008 - September 2011
Skills
Banking, Business Analysis, Relationship Management, Financial Services, Portfolio Management
Education
Elmhurst College
Bachelor of Science, Computer Science / Information Technology
Heather Shotwell Heather Shotwell's J P Morgan Experience October 1987 - December 1988
Job Marketing Writer at Principia College
Industry Public Relations and Communications
Experience
Principia College November 2012 - Present
Adventure Unlimited 2012 - 2015
Adventure Unlimited 2012 - 2015
Adventure Unlimited 2012 - 2015
The Principia September 2009 - October 2012
J. P. Morgan October 1987 - December 1988
Financial Guaranty Insurance Corporation January 1985 - January 1987
Education
New York University 1986 — 1990
M.A., Communication and Media Studies
Principia College 1980 — 1984
B.A, Fine/Studio Arts, General
Principia College November 2012 - Present
Adventure Unlimited 2012 - 2015
Adventure Unlimited 2012 - 2015
Adventure Unlimited 2012 - 2015
The Principia September 2009 - October 2012
J. P. Morgan October 1987 - December 1988
Financial Guaranty Insurance Corporation January 1985 - January 1987
Education
New York University 1986 — 1990
M.A., Communication and Media Studies
Principia College 1980 — 1984
B.A, Fine/Studio Arts, General
Sohan Ramakrishna Sohan Ramakrishna's J P Morgan Experience 1994 - 2000
Job Volatility Peddler, Quantificator, S7/63/55
Industry Banking
Experience
Citigroup January 2010 - Present
Citigroup May 2007 - January 2010
Deutsche Bank 2000 - 2007
J P Morgan 1994 - 2000
Skills
Fixed Income, Quantitative Finance, Capital Markets, Derivatives, Trading Systems, Credit Derivatives, Equities, Bloomberg, Hedge Funds, Options, Equity Derivatives, Trading
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2008
MS, Computational Finance
Indian Institute of Technology, Madras
The University of Texas at Austin
MS, Computer Science
Citigroup January 2010 - Present
Citigroup May 2007 - January 2010
Deutsche Bank 2000 - 2007
J P Morgan 1994 - 2000
Skills
Fixed Income, Quantitative Finance, Capital Markets, Derivatives, Trading Systems, Credit Derivatives, Equities, Bloomberg, Hedge Funds, Options, Equity Derivatives, Trading
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2008
MS, Computational Finance
Indian Institute of Technology, Madras
The University of Texas at Austin
MS, Computer Science
Liz Clements Liz Clements's J P Morgan Experience 1988 - 1990
Job CEO at Cooper Evans & Associates
Industry Financial Services
Experience
Cooper Evans & Associates October 2009 - Present
James Stevens & Daniels January 2001 - February 2010
Delaware State Chamber of Commerce 1990 - 1994
J P Morgan 1988 - 1990
Up With People July 1986 - June 1987
Skills
Account Management, New Business Development, Strategic Planning, Operations Management, Customer Service, Sales Management, Sales, Business Strategy, Negotiation, Leadership, Team Building, Business Development, Finance, Accounts Receivable, Management, CRM, Credit, Financial Analysis, Marketing, Banking, Executive Management, Strategy, Accounting, Advertising, Risk Management, Forecasting, Portfolio Management, Start-ups, Mergers & Acquisitions, Budgets, Business Planning, Small Business, Due Diligence, B2B, Direct Sales, Management Consulting
Education
Wilmington University 1986 — 1988
BS, Business Management
University of Delaware 1980 — 1982
Business
Queen Anne's County High School 1976 — 1980
Cooper Evans & Associates October 2009 - Present
James Stevens & Daniels January 2001 - February 2010
Delaware State Chamber of Commerce 1990 - 1994
J P Morgan 1988 - 1990
Up With People July 1986 - June 1987
Skills
Account Management, New Business Development, Strategic Planning, Operations Management, Customer Service, Sales Management, Sales, Business Strategy, Negotiation, Leadership, Team Building, Business Development, Finance, Accounts Receivable, Management, CRM, Credit, Financial Analysis, Marketing, Banking, Executive Management, Strategy, Accounting, Advertising, Risk Management, Forecasting, Portfolio Management, Start-ups, Mergers & Acquisitions, Budgets, Business Planning, Small Business, Due Diligence, B2B, Direct Sales, Management Consulting
Education
Wilmington University 1986 — 1988
BS, Business Management
University of Delaware 1980 — 1982
Business
Queen Anne's County High School 1976 — 1980
Michel Rudman Michel Rudman's J P Morgan Experience March 2008 - Present
Job Executive Director at J. P. Morgan
Industry Banking
Experience
J. P. Morgan March 2008 - Present
IDB Bank March 2007 - March 2008
Corp Banca NY August 2005 - March 2007
Discount Bank (Latin America) October 1998 - July 2003
Skills
Asset Managment, Portfolio Management, Investments, Emerging Markets, Capital Markets, Fixed Income, Equities, Derivatives, Bloomberg, Alternative Investments, Hedge Funds, Private Equity, Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Mergers, Due Diligence
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Business and Finance
UDELAR - Uruguay 1996 — 2002
BA - CPA, Accounting and Business Administration
Instituto Ariel 1988 — 1994
High School
J. P. Morgan March 2008 - Present
IDB Bank March 2007 - March 2008
Corp Banca NY August 2005 - March 2007
Discount Bank (Latin America) October 1998 - July 2003
Skills
Asset Managment, Portfolio Management, Investments, Emerging Markets, Capital Markets, Fixed Income, Equities, Derivatives, Bloomberg, Alternative Investments, Hedge Funds, Private Equity, Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Mergers, Due Diligence
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA, Business and Finance
UDELAR - Uruguay 1996 — 2002
BA - CPA, Accounting and Business Administration
Instituto Ariel 1988 — 1994
High School
Patricia Posada Klapper Patricia Posada Klapper's J P Morgan Experience 1989 - 1991
Job CFO at The Klapper Institute
Industry Management Consulting
Experience
The Klapper Institute 1998 - Present
CFO2GO 2005 - 2010
Towers Perrin 1993 - 1998
J P Morgan 1989 - 1991
Reig, Vazquez-Ger y Asociados, an Ernst & Young Affiliate 1988 - 1989
Ernst and Young 1983 - 1989
Skills
Financial Reporting, Managerial Finance, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Accounting, Budgets, Strategic Planning, Strategy, Finance, Leadership, Management, Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (M.B.A.), Strategy and Finance
New York University 1979 — 1983
Bachelor's Degree, Accounting
The Klapper Institute 1998 - Present
CFO2GO 2005 - 2010
Towers Perrin 1993 - 1998
J P Morgan 1989 - 1991
Reig, Vazquez-Ger y Asociados, an Ernst & Young Affiliate 1988 - 1989
Ernst and Young 1983 - 1989
Skills
Financial Reporting, Managerial Finance, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Accounting, Budgets, Strategic Planning, Strategy, Finance, Leadership, Management, Business Strategy
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (M.B.A.), Strategy and Finance
New York University 1979 — 1983
Bachelor's Degree, Accounting
Lee Ann (Augustine) Wrench Lee Ann (Augustine) Wrench's J P Morgan Experience July 2014 - Present
Job Project Assistant for Special Projects
Industry Military
Experience
U.S. Department of Homeland Security July 2015 - Present
J P Morgan July 2014 - Present
U.S. Coast Guard February 2012 - Present
U.S. Coast Guard 2009 - 2014
U.S. Coast Guard May 2010 - 2012
Skills
Leadership Development, Military, Security Clearance, Conflict Resolution, Policy, Career Counseling, Organizational..., Public Speaking, Organizational..., Government, Emergency Management, Training, Leadership, Security, Change Management, microsoft office, Command, Military Operations, Contingency Planning, Military Training, Physical Security, Instructional Design, Team Building, Workshop Facilitation, Security Management, Personnel Supervision, Operations Management, Risk Assessment, Readiness, Incident Command, Security, Microsoft Office, Operational Planning, Homeland Security, National Security, Intelligence Analysis, Counterterrorism, Military Experience, DoD, Program Management, Force Protection, Defense
Education
Averett University 2010 — 2012
Master of Business Administration (MBA), Leadership
Bluefield College 2008 — 2010
Bachelor's degree, Leadership and Management
Excelsior College 2003 — 2004
Associates Degree, Human Resources Management/Personnel Administration, General
U.S. Department of Homeland Security July 2015 - Present
J P Morgan July 2014 - Present
U.S. Coast Guard February 2012 - Present
U.S. Coast Guard 2009 - 2014
U.S. Coast Guard May 2010 - 2012
Skills
Leadership Development, Military, Security Clearance, Conflict Resolution, Policy, Career Counseling, Organizational..., Public Speaking, Organizational..., Government, Emergency Management, Training, Leadership, Security, Change Management, microsoft office, Command, Military Operations, Contingency Planning, Military Training, Physical Security, Instructional Design, Team Building, Workshop Facilitation, Security Management, Personnel Supervision, Operations Management, Risk Assessment, Readiness, Incident Command, Security, Microsoft Office, Operational Planning, Homeland Security, National Security, Intelligence Analysis, Counterterrorism, Military Experience, DoD, Program Management, Force Protection, Defense
Education
Averett University 2010 — 2012
Master of Business Administration (MBA), Leadership
Bluefield College 2008 — 2010
Bachelor's degree, Leadership and Management
Excelsior College 2003 — 2004
Associates Degree, Human Resources Management/Personnel Administration, General
Caroline Angoorly's J P Morgan Experience February 2008 - October 2009
Job Managing Director & Chief Operating Officer at NY Green Bank
Industry Oil & Energy
Experience
NY Green Bank March 2014 - Present
GreenTao LLC November 2009 - Present
J. P. Morgan February 2008 - October 2009
NRG Energy, Inc. July 2006 - June 2007
NRG Energy, Inc. May 2004 - July 2006
Enel Green Power North America September 2001 - May 2004
Line56 Media September 2000 - September 2001
Milbank, Tweed, Hadley & McCloy June 1994 - August 2000
Ashursts [Blake Dawson Waldron] March 1987 - June 1994
Skills
Soup-to-Nuts, Project Finance, Power Project..., Business Development, Executive Management, Business Strategy, Environmental..., Geothermal, Coal, IGCC, Natural Gas, Energy, Renewable Energy, Wind, Biomass, Solar Energy, Carbon Capture & Storage, M&A (Domestic &..., Privatizations, Capital Raising &..., Water Projects, Financial Structuring, Mergers, Mergers & Acquisitions, Energy Policy, Commodity, Due Diligence, Energy Markets, Power Generation, Commodity Markets, Strategy, Carbon, Sustainability, Environmental Awareness, Electricity Markets, Environmental Policy, Alternative Energy, Emerging Markets, Joint Ventures, Venture Capital, Corporate Development, Clean Technology, Private Equity, M&A experience, Energy Industry, Structured Finance, Divestitures, Acquisitions, Hedging, Cleantech
Education
University of Melbourne - Melbourne Business School 1998 — 1999
MBA, Strategy, Economics, International
Columbia University - Columbia Business School 1998 — 1998
MBA (Fall 1998) & CSEP 116 (July 2004)
Monash University 1982 — 1986
LL.B. (Hons), Law
Monash University 1982 — 1984
B.Sc., Geology
NY Green Bank March 2014 - Present
GreenTao LLC November 2009 - Present
J. P. Morgan February 2008 - October 2009
NRG Energy, Inc. July 2006 - June 2007
NRG Energy, Inc. May 2004 - July 2006
Enel Green Power North America September 2001 - May 2004
Line56 Media September 2000 - September 2001
Milbank, Tweed, Hadley & McCloy June 1994 - August 2000
Ashursts [Blake Dawson Waldron] March 1987 - June 1994
Skills
Soup-to-Nuts, Project Finance, Power Project..., Business Development, Executive Management, Business Strategy, Environmental..., Geothermal, Coal, IGCC, Natural Gas, Energy, Renewable Energy, Wind, Biomass, Solar Energy, Carbon Capture & Storage, M&A (Domestic &..., Privatizations, Capital Raising &..., Water Projects, Financial Structuring, Mergers, Mergers & Acquisitions, Energy Policy, Commodity, Due Diligence, Energy Markets, Power Generation, Commodity Markets, Strategy, Carbon, Sustainability, Environmental Awareness, Electricity Markets, Environmental Policy, Alternative Energy, Emerging Markets, Joint Ventures, Venture Capital, Corporate Development, Clean Technology, Private Equity, M&A experience, Energy Industry, Structured Finance, Divestitures, Acquisitions, Hedging, Cleantech
Education
University of Melbourne - Melbourne Business School 1998 — 1999
MBA, Strategy, Economics, International
Columbia University - Columbia Business School 1998 — 1998
MBA (Fall 1998) & CSEP 116 (July 2004)
Monash University 1982 — 1986
LL.B. (Hons), Law
Monash University 1982 — 1984
B.Sc., Geology
A. Denise Malloy A. Denise Malloy's J P Morgan Experience 2000 - 2002
Job Director, Market Strategy Diversity at Johnson Controls
Industry Oil & Energy
Experience
Johnson Controls June 2006 - Present
Johnson Controls BE 2006 - Present
Johnson Controls 2006 - Present
Enron Energy Services 2001 - 2002
J P Morgan 2000 - 2002
Education
Texas Southern University 1982 — 1988
Bachelor of Arts, General Business Finance
Johnson Controls June 2006 - Present
Johnson Controls BE 2006 - Present
Johnson Controls 2006 - Present
Enron Energy Services 2001 - 2002
J P Morgan 2000 - 2002
Education
Texas Southern University 1982 — 1988
Bachelor of Arts, General Business Finance
Floyd Saunders Floyd Saunders's J P Morgan Experience 1997 - 2001
Job Director, IT Project Management Office, Security Benefits
Industry Investment Management
Experience
Security Benefits March 2015 - Present
Saunders Learning Group January 2009 - March 2015
UST Global September 2007 - June 2012
CCH, Tax and Accounting Software March 2005 - August 2007
JPMorganChase 1997 - 2004
J P Morgan 1997 - 2001
Bank of America August 1993 - June 1996
Skills
Vendor Management, Program Management, PMO, SDLC, Process Improvement, Project Management, Strategy, Management, Business Analysis, Quality Assurance, MS Project, Team Leadership, Six Sigma, Analysis, CMMI, Software Documentation, Account Management, Governance, Project Planning, Team Building, Training, Project Portfolio..., IT Outsourcing, Risk Management, Enterprise Architecture, Contract Negotiation, Quality Control, Investment Banking, Public Speaking, Networking, Banking, Mortgage Banking, Capital Markets, Teaching, Program Development, Innovation Management, Strategic Sourcing, Risk Assessment, Retail Banking, Commercial Banking, Tax Preparation, Product Innovation, Innovation Consulting, Instructional Design, Strategic Planning, IT Strategy, MS Project Server, Negotiation
Education
The George Washington University - School of Business 2003 — 2004
Masters Certificate - Commercial Contract Management
Central Michigan University 1974 — 1976
MA, Management
San Diego State University-California State University 1969 — 1972
BA, Liberal Arts
Community College of the Air Force 1972 — 1977
Business Administration and Management, General
Chaffey College 1967 — 1969
AA, Drama
Security Benefits March 2015 - Present
Saunders Learning Group January 2009 - March 2015
UST Global September 2007 - June 2012
CCH, Tax and Accounting Software March 2005 - August 2007
JPMorganChase 1997 - 2004
J P Morgan 1997 - 2001
Bank of America August 1993 - June 1996
Skills
Vendor Management, Program Management, PMO, SDLC, Process Improvement, Project Management, Strategy, Management, Business Analysis, Quality Assurance, MS Project, Team Leadership, Six Sigma, Analysis, CMMI, Software Documentation, Account Management, Governance, Project Planning, Team Building, Training, Project Portfolio..., IT Outsourcing, Risk Management, Enterprise Architecture, Contract Negotiation, Quality Control, Investment Banking, Public Speaking, Networking, Banking, Mortgage Banking, Capital Markets, Teaching, Program Development, Innovation Management, Strategic Sourcing, Risk Assessment, Retail Banking, Commercial Banking, Tax Preparation, Product Innovation, Innovation Consulting, Instructional Design, Strategic Planning, IT Strategy, MS Project Server, Negotiation
Education
The George Washington University - School of Business 2003 — 2004
Masters Certificate - Commercial Contract Management
Central Michigan University 1974 — 1976
MA, Management
San Diego State University-California State University 1969 — 1972
BA, Liberal Arts
Community College of the Air Force 1972 — 1977
Business Administration and Management, General
Chaffey College 1967 — 1969
AA, Drama
Devesh M Pandey's J P Morgan Experience January 2013 - July 2013
Job MBA candidate '17 at Yale School of Management
Industry Financial Services
Experience
J.P. Morgan August 2014 - July 2015
J P Morgan Suisse February 2014 - August 2014
J P Morgan Suisse August 2013 - January 2014
J P Morgan January 2013 - July 2013
J.P. Morgan June 2010 - December 2012
Skills
Business Analysis, Derivatives, Analysis, Financial Modeling, Financial Analysis, MIS, Project Management, Corporate Finance, Fixed Income, Project Planning, Equities, Data Analysis, Valuation, Finance
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (MBA), Finance, General
CFA (USA) 2011 — 2013
CFA, Financial domain
Indian Institute of Technology, Kanpur 2006 — 2010
Bachelor of Technology, Chemical Engineering
J.P. Morgan August 2014 - July 2015
J P Morgan Suisse February 2014 - August 2014
J P Morgan Suisse August 2013 - January 2014
J P Morgan January 2013 - July 2013
J.P. Morgan June 2010 - December 2012
Skills
Business Analysis, Derivatives, Analysis, Financial Modeling, Financial Analysis, MIS, Project Management, Corporate Finance, Fixed Income, Project Planning, Equities, Data Analysis, Valuation, Finance
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (MBA), Finance, General
CFA (USA) 2011 — 2013
CFA, Financial domain
Indian Institute of Technology, Kanpur 2006 — 2010
Bachelor of Technology, Chemical Engineering
Emily Altman Emily Altman's J P Morgan Experience 2006 - 2008
Job Mediator & Arbitrator / Foundation President
Industry Alternative Dispute Resolution
Experience
The Frederick Loewe Foundation November 2013 - Present
Emily Altman LLC February 2011 - Present
J. P. Morgan 2006 - 2008
Morgan Stanley 1994 - 2006
Davis Polk & Wardwell 1981 - 1993
Chief Judge Jack B. Weinstein, Federal District Court, Eastern District of New York September 1980 - August 1981
Columbia Law School 1977 - 1980
Harvard College 1973 - 1977
Lenox School 1968 - 1973
Skills
Securities, Mediation, Arbitration, Corporate Governance, Corporate Law, Litigation, Investments
Education
Columbia University School of Law 1977 — 1980
J.D.
Harvard College 1973 — 1977
A.B., Social Studies
The Frederick Loewe Foundation November 2013 - Present
Emily Altman LLC February 2011 - Present
J. P. Morgan 2006 - 2008
Morgan Stanley 1994 - 2006
Davis Polk & Wardwell 1981 - 1993
Chief Judge Jack B. Weinstein, Federal District Court, Eastern District of New York September 1980 - August 1981
Columbia Law School 1977 - 1980
Harvard College 1973 - 1977
Lenox School 1968 - 1973
Skills
Securities, Mediation, Arbitration, Corporate Governance, Corporate Law, Litigation, Investments
Education
Columbia University School of Law 1977 — 1980
J.D.
Harvard College 1973 — 1977
A.B., Social Studies
Dave DeFelice Dave DeFelice's J P Morgan Experience 2006 - 2007
Job DE & Eastern PA Field Representative at Pharmacists Mutual Companies
Industry Insurance
Experience
Pharmacists Mutual Companies January 2011 - Present
S.T. Good Insurance, Inc. October 2008 - January 2011
Univest Insurance, Inc. October 2007 - September 2008
J P Morgan 2006 - 2007
Affinity Group Insurance 1996 - 2006
Skills
Professional Liability, Small Business, Property & Casualty..., Commercial Insurance, Underwriting, Workers Compensation, Disability Insurance, Marketing Strategy, Personal Lines Auto, Homeowners, Life & Annuities
Education
The University of Connecticut School of Business 1985 — 1989
B.S., Marketing
Pharmacists Mutual Companies January 2011 - Present
S.T. Good Insurance, Inc. October 2008 - January 2011
Univest Insurance, Inc. October 2007 - September 2008
J P Morgan 2006 - 2007
Affinity Group Insurance 1996 - 2006
Skills
Professional Liability, Small Business, Property & Casualty..., Commercial Insurance, Underwriting, Workers Compensation, Disability Insurance, Marketing Strategy, Personal Lines Auto, Homeowners, Life & Annuities
Education
The University of Connecticut School of Business 1985 — 1989
B.S., Marketing
Susan Guariano Susan Guariano's J P Morgan Experience June 1993 - November 1996
Job
Industry Financial Services
Experience
Wilmington Trust July 2006 - Present
Wilmington Trust November 1997 - July 2006
J. P. Morgan June 1993 - November 1996
DuPont January 1990 - June 1993
Education
University of Delaware 1994 — 1997
MBA, International Business
University of Pittsburgh 1985 — 1989
BA, Business, Communications
Wilmington Trust July 2006 - Present
Wilmington Trust November 1997 - July 2006
J. P. Morgan June 1993 - November 1996
DuPont January 1990 - June 1993
Education
University of Delaware 1994 — 1997
MBA, International Business
University of Pittsburgh 1985 — 1989
BA, Business, Communications
Robert Rischard's J P Morgan Experience June 2004 - February 2009
Job Career Counselor at The University of Notre Dame
Industry Investment Banking
Experience
University of Notre Dame August 2009 - Present
J. P. Morgan June 2004 - February 2009
Banc One Capital Markets, Inc. January 2000 - June 2004
Banc One Capital Markets, Inc. February 1996 - January 2000
First Chicago Capital Markets, Inc. January 1992 - February 1996
Skills
Resume Writing, Finance, Capital Markets, Corporate Finance, Financial Analysis, Career Counseling, Valuation, Negotiation, Counseling Psychology, Financial Modeling
Education
Indiana University - Kelley School of Business 1984 — 1986
M.B.A., Finance
University of Notre Dame - Mendoza College of Business 1980 — 1984
B.B.A., Management, History
Mt. St. Mary High School 1976 — 1980
Graduate
University of Notre Dame August 2009 - Present
J. P. Morgan June 2004 - February 2009
Banc One Capital Markets, Inc. January 2000 - June 2004
Banc One Capital Markets, Inc. February 1996 - January 2000
First Chicago Capital Markets, Inc. January 1992 - February 1996
Skills
Resume Writing, Finance, Capital Markets, Corporate Finance, Financial Analysis, Career Counseling, Valuation, Negotiation, Counseling Psychology, Financial Modeling
Education
Indiana University - Kelley School of Business 1984 — 1986
M.B.A., Finance
University of Notre Dame - Mendoza College of Business 1980 — 1984
B.B.A., Management, History
Mt. St. Mary High School 1976 — 1980
Graduate
Wendy Stock Wendy Stock's J P Morgan Experience June 1972 - July 2008
Job Independent Banking Professional
Industry Banking
Experience
J P Morgan June 1972 - July 2008
JPMorgan Chase 1972 - 2008
Skills
Financial Analysis, Banking, Strategic Financial..., Credit, Commercial Banking, Mortgage Lending, Estate Planning, Securities, Wealth Management, Mutual Funds, Commercial Lending, Investments, Private Banking, Investment Advisory, Retail Banking, Financial Advisory, Relationship Management, Retirement Planning, Wealth Management..., Small Business Lending, Portfolio Management, Asset Management, Loans, Credit Analysis, Series 63, Consumer Lending, Series 7, Finance, Financial Services, Credit Risk, Treasury Management, High Net Worth..., Risk Management
Education
University of Michigan
Graduate School of Bank Management, Bank Management
Western Michigan University
BBA, Marketing/Advertising, major - General business, minor, emphasis in French language
J P Morgan June 1972 - July 2008
JPMorgan Chase 1972 - 2008
Skills
Financial Analysis, Banking, Strategic Financial..., Credit, Commercial Banking, Mortgage Lending, Estate Planning, Securities, Wealth Management, Mutual Funds, Commercial Lending, Investments, Private Banking, Investment Advisory, Retail Banking, Financial Advisory, Relationship Management, Retirement Planning, Wealth Management..., Small Business Lending, Portfolio Management, Asset Management, Loans, Credit Analysis, Series 63, Consumer Lending, Series 7, Finance, Financial Services, Credit Risk, Treasury Management, High Net Worth..., Risk Management
Education
University of Michigan
Graduate School of Bank Management, Bank Management
Western Michigan University
BBA, Marketing/Advertising, major - General business, minor, emphasis in French language
Joan Zhu Joan Zhu's J P Morgan Experience July 1995 - June 1996
Job Senior Manager, Corporate Strategy at Cisco
Industry Venture Capital & Private Equity
Experience
Cisco July 2013 - Present
Cisco Systems December 2010 - July 2013
Cisco Systems July 2007 - December 2010
Cisco Systems April 2005 - July 2007
Cisco Systems January 2002 - March 2005
Cisco Systems August 2000 - December 2001
Northwestern Mutual Investment Management June 1999 - August 1999
National Economic Research Associates June 1996 - September 1998
J P Morgan July 1995 - June 1996
Skills
Strategy, Go-to-market Strategy, Cloud Computing, Leadership, Business Development, Product Management, Mergers & Acquisitions, Management, Wireless, Program Management, Telecommunications, Competitive Analysis, Management Consulting, Product Development, Broadband, Business Strategy
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Accounting, Finance, Marketing
Smith College 1993 — 1995
BA, Economics
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Shanghai Foreign Language School
Cisco July 2013 - Present
Cisco Systems December 2010 - July 2013
Cisco Systems July 2007 - December 2010
Cisco Systems April 2005 - July 2007
Cisco Systems January 2002 - March 2005
Cisco Systems August 2000 - December 2001
Northwestern Mutual Investment Management June 1999 - August 1999
National Economic Research Associates June 1996 - September 1998
J P Morgan July 1995 - June 1996
Skills
Strategy, Go-to-market Strategy, Cloud Computing, Leadership, Business Development, Product Management, Mergers & Acquisitions, Management, Wireless, Program Management, Telecommunications, Competitive Analysis, Management Consulting, Product Development, Broadband, Business Strategy
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Accounting, Finance, Marketing
Smith College 1993 — 1995
BA, Economics
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
Shanghai Foreign Language School
Michael Czarnik Michael Czarnik's J P Morgan Experience October 1996 - Present
Job Vice President at J. P. Morgan
Industry Financial Services
Experience
J. P. Morgan October 1996 - Present
Skills
Equities, Fixed Income, Asset Management, Capital Markets, Portfolio Management, Management, Financial Services, Investment Banking
Education
Central Michigan University 1985 — 1989
Bachelor of Business Administration (BBA)
J. P. Morgan October 1996 - Present
Skills
Equities, Fixed Income, Asset Management, Capital Markets, Portfolio Management, Management, Financial Services, Investment Banking
Education
Central Michigan University 1985 — 1989
Bachelor of Business Administration (BBA)
Leslie Lammers, CFA Leslie Lammers, CFA's J P Morgan Experience 1979 - 1992
Job Investment Advisor, Chartered Financial Analyst, Riverstone Advisors, LLC
Industry Investment Management
Experience
Riverstone Advisors, LLC March 2004 - Present
Scudder, Stevens and Clark 1992 - 1997
J P Morgan 1979 - 1992
MRI Systems Corporation 1975 - 1979
Skills
Retirement Calculations, Investments, Wealth Management, Portfolio Management, Analysis, Finance, Trading, Financial Advisory, Entrepreneurship, Venture Capital, Retirement, Management, Alternative Investments, Asset Management, Investment Banking, Mutual Funds
Education
The University of Texas at Austin 1968 — 1972
BBA, Finance
Riverstone Advisors, LLC March 2004 - Present
Scudder, Stevens and Clark 1992 - 1997
J P Morgan 1979 - 1992
MRI Systems Corporation 1975 - 1979
Skills
Retirement Calculations, Investments, Wealth Management, Portfolio Management, Analysis, Finance, Trading, Financial Advisory, Entrepreneurship, Venture Capital, Retirement, Management, Alternative Investments, Asset Management, Investment Banking, Mutual Funds
Education
The University of Texas at Austin 1968 — 1972
BBA, Finance
Cort Jacobsen's J P Morgan Experience March 2010 - March 2015
Job Managing Director at J. P. Morgan Retired
Industry Banking
Experience
J. P. Morgan March 2010 - March 2015
ABN AMRO BANK 2001 - 2010
Citibank 1995 - 2001
Manufacturers Hanover Trust -> Chemical -> Chase 1974 - 1995
Skills
Banking, Financial Services, Capital Markets, Investment Banking, Trade Finance, Risk Management, Credit Risk, Financial Risk, Portfolio Management
Education
Fairleigh Dickinson University 1983 — 1985
MBA
University of Wisconsin-Superior 1970 — 1974
J. P. Morgan March 2010 - March 2015
ABN AMRO BANK 2001 - 2010
Citibank 1995 - 2001
Manufacturers Hanover Trust -> Chemical -> Chase 1974 - 1995
Skills
Banking, Financial Services, Capital Markets, Investment Banking, Trade Finance, Risk Management, Credit Risk, Financial Risk, Portfolio Management
Education
Fairleigh Dickinson University 1983 — 1985
MBA
University of Wisconsin-Superior 1970 — 1974
Martin Linton, PMP Martin Linton, PMP's J P Morgan Experience 1988 - 1995
Job Senior Program Manager at Pfizer
Industry Information Technology and Services
Experience
Pfizer November 2007 - Present
SAIC March 2005 - October 2007
Telcordia Technologies, Inc. October 2004 - March 2005
Telcordia Technologies, Inc. July 2002 - February 2004
Telcordia Technologies, Inc. September 1995 - October 2001
Bellcore 1995 - 1997
J. P. Morgan 1988 - 1995
Cullinet Software (Computer Associates, Inc.) 1987 - 1988
Price Waterhouse Coopers 1983 - 1987
Skills
Program Management, Project Management, Leadership, PMP, Software Project..., SDLC, ITIL, System Deployment, Service Delivery, Vendor Management, Business Process..., Process Improvement, Business Analysis, SharePoint, Management, Solution Architecture, Enterprise Architecture, Requirements Analysis, CRM, E-commerce, Six Sigma, Agile Project Management, Lean Software..., DevOps, Cloud Computing, SaaS, Scrum, Emotional Intelligence
Education
Muhlenberg College
Bachelor's Degree, Accounting and Business/Management
Pfizer November 2007 - Present
SAIC March 2005 - October 2007
Telcordia Technologies, Inc. October 2004 - March 2005
Telcordia Technologies, Inc. July 2002 - February 2004
Telcordia Technologies, Inc. September 1995 - October 2001
Bellcore 1995 - 1997
J. P. Morgan 1988 - 1995
Cullinet Software (Computer Associates, Inc.) 1987 - 1988
Price Waterhouse Coopers 1983 - 1987
Skills
Program Management, Project Management, Leadership, PMP, Software Project..., SDLC, ITIL, System Deployment, Service Delivery, Vendor Management, Business Process..., Process Improvement, Business Analysis, SharePoint, Management, Solution Architecture, Enterprise Architecture, Requirements Analysis, CRM, E-commerce, Six Sigma, Agile Project Management, Lean Software..., DevOps, Cloud Computing, SaaS, Scrum, Emotional Intelligence
Education
Muhlenberg College
Bachelor's Degree, Accounting and Business/Management
Robert Sterling Robert Sterling's J P Morgan Experience February 2015 - Present
Job Senior Associate JP Morgan
Industry Financial Services
Experience
J. P. MORGAN February 2015 - Present
US Army February 2008 - Present
822nd MP CO February 2008 - Present
County Sheriff’s Department JUNE January 2001 - Present
Skills
Weapons, Law Enforcement, Criminal Investigations, Forensic Investigations, Team Leadership, Digital Photography, Photography, Photo Editing, Portrait Photography, Corrections, Physical Security, Training & Development, Scuba Diving, Motorcycle, Emergency Management, Enforcement, Police, Military, Force Protection, Leadership, Tactics, Army, Security, Interrogation, Evidence, Patrol, Training, Combat, Afghanistan, Firearms, Military Training, Security Operations, Weapons Training, Marksmanship, Self Defense, Exercises, Weapons Handling, Executive Protection, First Responder, Security Management, Security Clearance, Personal Security, Infantry Tactics, Military Experience, Security Training, Tactical Operations, Crime Prevention, Military Operations
Education
Rasmussen College 2014 — 2015
Bachelor's Degree, Criminal justice administration
Harold Washington College 2012 — 2013
AAS, Applied Science, 3.6
J. P. MORGAN February 2015 - Present
US Army February 2008 - Present
822nd MP CO February 2008 - Present
County Sheriff’s Department JUNE January 2001 - Present
Skills
Weapons, Law Enforcement, Criminal Investigations, Forensic Investigations, Team Leadership, Digital Photography, Photography, Photo Editing, Portrait Photography, Corrections, Physical Security, Training & Development, Scuba Diving, Motorcycle, Emergency Management, Enforcement, Police, Military, Force Protection, Leadership, Tactics, Army, Security, Interrogation, Evidence, Patrol, Training, Combat, Afghanistan, Firearms, Military Training, Security Operations, Weapons Training, Marksmanship, Self Defense, Exercises, Weapons Handling, Executive Protection, First Responder, Security Management, Security Clearance, Personal Security, Infantry Tactics, Military Experience, Security Training, Tactical Operations, Crime Prevention, Military Operations
Education
Rasmussen College 2014 — 2015
Bachelor's Degree, Criminal justice administration
Harold Washington College 2012 — 2013
AAS, Applied Science, 3.6
Annette Whittemore's J P Morgan Experience 2004 - 2012
Job VP Chase Wealth Management Project Management at Chase
Industry Financial Services
Experience
Chase 2012 - Present
J. P. Morgan 2004 - 2012
Bank One 1993 - 2004
Marine Midland Bank, NA (now HSBC) 1986 - 1993
The Bank of New York 1983 - 1986
Merrill Lynch, Pierce, Fenner & Smith 1980 - 1983
Skills
Financial Services, Investment Management, Marketing Strategy, Product Management, Research, Strategic Planning, Customer Satisfaction, Product Development, Competitive Intelligence, Project Management, Program Management, Mergers & Acquisitions, Management Consulting, Management, Marketing, Business Intelligence, Banking, Sales, Asset Management, Wealth Management, Strategy
Education
New York University
MBA, Marketing and International
State University of New York College at Fredonia
Bachelor of Science (B.S.)
Chase 2012 - Present
J. P. Morgan 2004 - 2012
Bank One 1993 - 2004
Marine Midland Bank, NA (now HSBC) 1986 - 1993
The Bank of New York 1983 - 1986
Merrill Lynch, Pierce, Fenner & Smith 1980 - 1983
Skills
Financial Services, Investment Management, Marketing Strategy, Product Management, Research, Strategic Planning, Customer Satisfaction, Product Development, Competitive Intelligence, Project Management, Program Management, Mergers & Acquisitions, Management Consulting, Management, Marketing, Business Intelligence, Banking, Sales, Asset Management, Wealth Management, Strategy
Education
New York University
MBA, Marketing and International
State University of New York College at Fredonia
Bachelor of Science (B.S.)
Ken Scher Ken Scher's J P Morgan Experience September 1980 - March 1982
Job Technology Consultant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon January 2013 - Present
BNY Mellon September 2007 - December 2012
Bank of New York July 2004 - September 2007
Bank of New York September 1999 - September 2004
Bank of New York March 1995 - September 1999
Irving Bank/Bank of New York March 1982 - March 1995
J P Morgan September 1980 - March 1982
Skills
ITIL Service Lifecycle:..., ITIL, IT Service Management, Cloud Computing, Problem Solving, IT Management, Disaster Recovery, Infrastructure, SDLC, Process Improvement, Enterprise Software, Unix, Business Intelligence, IT Strategy, Service Management, Testing, Solution Architecture, System Deployment, Service Lifecycle..., Business Continuity, IT Operations, Virtualization, Servers, Operating Systems, Information Security, Solaris, System Administration, Enterprise Architecture, Troubleshooting, Linux, Analysis, VMware, Information Technology, Security
Education
NYU SCPS 1980 — 2007
Certificate, Information Technology
Berklee College of Music 1972 — 1976
Bachelor, Music Composition, Guitar
BNY Mellon January 2013 - Present
BNY Mellon September 2007 - December 2012
Bank of New York July 2004 - September 2007
Bank of New York September 1999 - September 2004
Bank of New York March 1995 - September 1999
Irving Bank/Bank of New York March 1982 - March 1995
J P Morgan September 1980 - March 1982
Skills
ITIL Service Lifecycle:..., ITIL, IT Service Management, Cloud Computing, Problem Solving, IT Management, Disaster Recovery, Infrastructure, SDLC, Process Improvement, Enterprise Software, Unix, Business Intelligence, IT Strategy, Service Management, Testing, Solution Architecture, System Deployment, Service Lifecycle..., Business Continuity, IT Operations, Virtualization, Servers, Operating Systems, Information Security, Solaris, System Administration, Enterprise Architecture, Troubleshooting, Linux, Analysis, VMware, Information Technology, Security
Education
NYU SCPS 1980 — 2007
Certificate, Information Technology
Berklee College of Music 1972 — 1976
Bachelor, Music Composition, Guitar
Steve Stitle Steve Stitle's J P Morgan Experience February 2009 - November 2011
Job Done !
Industry Investment Management
Experience
Self employed October 2011 - Present
J P Morgan February 2009 - November 2011
Bank One February 2001 - March 2005
JP Morgan February 1995 - January 2001
Continental Bank November 1985 - January 1995
Ford Motor Credit Company January 1972 - January 1985
Skills
Investments, Capital Markets, Fixed Income, Series 7, Portfolio Management, Asset Managment, Financial Analysis, Money Market, Equities, Securities, Financial Services, Series 63, Asset Management, Hedge Funds, Wealth Management..., Management, Wealth Management, Bloomberg, Alternative Investments, Banking, Strategic Financial..., Financial Planning
Education
Eastern Michigan University
MBA, Business Management & Finance
Self employed October 2011 - Present
J P Morgan February 2009 - November 2011
Bank One February 2001 - March 2005
JP Morgan February 1995 - January 2001
Continental Bank November 1985 - January 1995
Ford Motor Credit Company January 1972 - January 1985
Skills
Investments, Capital Markets, Fixed Income, Series 7, Portfolio Management, Asset Managment, Financial Analysis, Money Market, Equities, Securities, Financial Services, Series 63, Asset Management, Hedge Funds, Wealth Management..., Management, Wealth Management, Bloomberg, Alternative Investments, Banking, Strategic Financial..., Financial Planning
Education
Eastern Michigan University
MBA, Business Management & Finance
Nigel Benson Nigel Benson's J P Morgan Experience 1997 - 2003
Job VP at BlackRock
Industry Financial Services
Experience
BlackRock May 2003 - Present
BlackRock Solutions 2003 - Present
BlackRock Financial Management 2003 - Present
enherent September 1997 - May 2003
PRT September 1997 - May 2003
TTSL September 1997 - May 2003
JPMorgan Chase 1998 - 2003
JPMorganChase 1997 - 2003
JPMorgan 1997 - 2003
J P Morgan 1997 - 2003
Skills
Sybase, Replication, Solaris, Data Warehousing, MySQL, Unix, Shell Scripting, Sybase IQ, Microsoft SQL Server, Disaster Recovery, Perl, Unix Shell Scripting, SQL, Database Design, Databases, Data Modeling, Data Migration, Oracle
Education
University of Liverpool 1989 — 1992
BlackRock May 2003 - Present
BlackRock Solutions 2003 - Present
BlackRock Financial Management 2003 - Present
enherent September 1997 - May 2003
PRT September 1997 - May 2003
TTSL September 1997 - May 2003
JPMorgan Chase 1998 - 2003
JPMorganChase 1997 - 2003
JPMorgan 1997 - 2003
J P Morgan 1997 - 2003
Skills
Sybase, Replication, Solaris, Data Warehousing, MySQL, Unix, Shell Scripting, Sybase IQ, Microsoft SQL Server, Disaster Recovery, Perl, Unix Shell Scripting, SQL, Database Design, Databases, Data Modeling, Data Migration, Oracle
Education
University of Liverpool 1989 — 1992
Cynthia Goodman, CFA, CFP's J P Morgan Experience April 2010 - June 2013
Job Vice President & Portfolio Manager at Old National Wealth Management
Industry Financial Services
Experience
Old National Wealth Management June 2013 - Present
J. P. Morgan April 2010 - June 2013
Wells Fargo January 2008 - September 2009
National City Bank August 1999 - December 2007
LINCOLN NATIONAL CORPORATION January 1997 - December 1998
Lincoln National Corporation January 1995 - December 1996
Skills
Portfolio Management, Financial Planning, Wealth Management, Investments, Mutual Funds, Banking, Estate Planning, Wealth Management..., High Net Worth..., Financial Advisory, Bonds, Wealth, Series 7, Investment Advisory, Asset Allocation, Strategic Financial...
Education
University of Notre Dame - Mendoza College of Business 1984 — 1985
MBA, Finance
Indiana University Bloomington 1978 — 1982
BS, Marketing
Old National Wealth Management June 2013 - Present
J. P. Morgan April 2010 - June 2013
Wells Fargo January 2008 - September 2009
National City Bank August 1999 - December 2007
LINCOLN NATIONAL CORPORATION January 1997 - December 1998
Lincoln National Corporation January 1995 - December 1996
Skills
Portfolio Management, Financial Planning, Wealth Management, Investments, Mutual Funds, Banking, Estate Planning, Wealth Management..., High Net Worth..., Financial Advisory, Bonds, Wealth, Series 7, Investment Advisory, Asset Allocation, Strategic Financial...
Education
University of Notre Dame - Mendoza College of Business 1984 — 1985
MBA, Finance
Indiana University Bloomington 1978 — 1982
BS, Marketing
María Marta Alabés María Marta Alabés's J P Morgan Experience August 1999 - Present
Job Head of Corporate Tax Latin America ex Brazil Executive Director at JP Morgan
Industry Financial Services
Experience
J. P. Morgan August 1999 - Present
Deloitte Argentina February 1995 - July 1999
Skills
Tax, Capital Markets, Investment Banking, Due Diligence, Fixed Income, Equities, Corporate Tax, Finance, Income Tax, Corporate Finance, Financial Planners, Banking, Financial Risk, Auditing, Financial Modeling, Financial Structuring, Financial Services, Mergers & Acquisitions
Education
Universidad Católica de La Plata 1990 — 1994
Contador Público Nacional + Licenciada en Administración
J. P. Morgan August 1999 - Present
Deloitte Argentina February 1995 - July 1999
Skills
Tax, Capital Markets, Investment Banking, Due Diligence, Fixed Income, Equities, Corporate Tax, Finance, Income Tax, Corporate Finance, Financial Planners, Banking, Financial Risk, Auditing, Financial Modeling, Financial Structuring, Financial Services, Mergers & Acquisitions
Education
Universidad Católica de La Plata 1990 — 1994
Contador Público Nacional + Licenciada en Administración
Ashwin Walia's J P Morgan Experience 1998 - 1998
Job Information Technology Consultant
Industry Information Technology and Services
Experience
Momaya Inc. September 2000 - 2009
Deutsche Bank AG December 2000 - June 2008
Pfizer March 1999 - November 2000
EOHSI 1998 - 1998
J. P. Morgan 1998 - 1998
Pfizer Ltd. June 1990 - March 1992
Schlumberger Inc. 1992 - 1992
Education
Rutgers University-New Brunswick 1992 — 1997
Ph.D.
Indian Institute of Technology, Delhi 1986 — 1990
B. Tech.
Delhi Public School, R. K. Puram 1978 — 1986
Momaya Inc. September 2000 - 2009
Deutsche Bank AG December 2000 - June 2008
Pfizer March 1999 - November 2000
EOHSI 1998 - 1998
J. P. Morgan 1998 - 1998
Pfizer Ltd. June 1990 - March 1992
Schlumberger Inc. 1992 - 1992
Education
Rutgers University-New Brunswick 1992 — 1997
Ph.D.
Indian Institute of Technology, Delhi 1986 — 1990
B. Tech.
Delhi Public School, R. K. Puram 1978 — 1986
Avneet Sawhney's J P Morgan Experience October 1994 - October 1998
Job Manager at Accenture
Industry Information Technology and Services
Experience
Accenture December 2014 - Present
SuccessFactors an SAP Company March 2010 - Present
VideoBank April 2009 - February 2010
Greystone Solutions August 2008 - January 2009
CGI Group March 2007 - June 2008
Softscape February 2005 - March 2007
MetraTech July 1999 - February 2005
Morgan Stanley October 1998 - July 1999
J. P. Morgan October 1994 - October 1998
Sun Microsystems October 1992 - October 1994
Skills
Enterprise Software, Professional Services, Account Management, saas, Team Leadership, Solution Selling, Financial Reporting, Management, Project Management, Business Process..., Project Delivery, Talent Management, Leadership, PMP, CRM, Program Management, Telecommunications, Business Development, ERP, Consulting, PMO, HRIS, Integration, Salesforce.com, SaaS
Education
Stony Brook University 1989 — 1991
M. S.
Vanderbilt University 1982 — 1986
B. E.
Accenture December 2014 - Present
SuccessFactors an SAP Company March 2010 - Present
VideoBank April 2009 - February 2010
Greystone Solutions August 2008 - January 2009
CGI Group March 2007 - June 2008
Softscape February 2005 - March 2007
MetraTech July 1999 - February 2005
Morgan Stanley October 1998 - July 1999
J. P. Morgan October 1994 - October 1998
Sun Microsystems October 1992 - October 1994
Skills
Enterprise Software, Professional Services, Account Management, saas, Team Leadership, Solution Selling, Financial Reporting, Management, Project Management, Business Process..., Project Delivery, Talent Management, Leadership, PMP, CRM, Program Management, Telecommunications, Business Development, ERP, Consulting, PMO, HRIS, Integration, Salesforce.com, SaaS
Education
Stony Brook University 1989 — 1991
M. S.
Vanderbilt University 1982 — 1986
B. E.
Vinod Bhardwaj's J P Morgan Experience March 2003 - December 2003
Job Software Architect at MIT Lincoln Laboratory
Industry Computer Software
Experience
MIT Lincoln Laboratory June 2014 - Present
Staples August 2012 - May 2014
Reviewed.com (Division of USA today publication) November 2011 - June 2012
La Nirvana March 2011 - December 2011
Intownonline Radiology November 2008 - October 2011
Digital Reef April 2007 - May 2008
Digital Reef, J P Morgan, Springtide Networks, Lucent, Nokia, Nortel 1993 - 2008
Camiant (Acquired by Tekelec) July 2005 - March 2007
West Ridge Networks December 2003 - July 2005
J P Morgan March 2003 - December 2003
Skills
Start-ups, Product Development, Java, Software Engineering, Linux, Telecommunications, Unix, MySQL, Software Development, Product Management, Web Services, SOAP, SQL Server, SQL, Cloud Computing, SaaS, Rails, Internet Entrepreneur, DICOM, Agile Methodologies, Health Care Systems, Amazon Web Services..., Java Enterprise Edition, Perl, Microsoft SQL Server, XML, Eclipse, Scrum, Software Design, TCP/IP, Enterprise Software, Product Strategy, Financial Analysis, M&A analysis, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship
The University of Texas at Arlington 1991 — 1993
MS, Computer Science
MIT Lincoln Laboratory June 2014 - Present
Staples August 2012 - May 2014
Reviewed.com (Division of USA today publication) November 2011 - June 2012
La Nirvana March 2011 - December 2011
Intownonline Radiology November 2008 - October 2011
Digital Reef April 2007 - May 2008
Digital Reef, J P Morgan, Springtide Networks, Lucent, Nokia, Nortel 1993 - 2008
Camiant (Acquired by Tekelec) July 2005 - March 2007
West Ridge Networks December 2003 - July 2005
J P Morgan March 2003 - December 2003
Skills
Start-ups, Product Development, Java, Software Engineering, Linux, Telecommunications, Unix, MySQL, Software Development, Product Management, Web Services, SOAP, SQL Server, SQL, Cloud Computing, SaaS, Rails, Internet Entrepreneur, DICOM, Agile Methodologies, Health Care Systems, Amazon Web Services..., Java Enterprise Edition, Perl, Microsoft SQL Server, XML, Eclipse, Scrum, Software Design, TCP/IP, Enterprise Software, Product Strategy, Financial Analysis, M&A analysis, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Entrepreneurship
The University of Texas at Arlington 1991 — 1993
MS, Computer Science
Norman Stone's J P Morgan Experience 1985 - 1989
Job Experienced Information Technology Professional
Industry Higher Education
Experience
ICAP Electronic Broking March 2003 - April 2013
AIG September 2002 - February 2003
trade.com May 2000 - September 2001
Merrill Lynch 1989 - 2000
J P Morgan 1985 - 1989
Control Data Corporation 1980 - 1985
Education
City University of New York-Baruch College 1977 — 1980
MBA, Information Technology
CUNY - Baccalaureate for Unique and Interdisciplinary Studies 1972 — 1977
BS, International and Comparative Education
ICAP Electronic Broking March 2003 - April 2013
AIG September 2002 - February 2003
trade.com May 2000 - September 2001
Merrill Lynch 1989 - 2000
J P Morgan 1985 - 1989
Control Data Corporation 1980 - 1985
Education
City University of New York-Baruch College 1977 — 1980
MBA, Information Technology
CUNY - Baccalaureate for Unique and Interdisciplinary Studies 1972 — 1977
BS, International and Comparative Education
Rasik Mistry's J P Morgan Experience 1994 - 1996
Job Oracle Financials and Order To Cash Consultant
Industry Information Technology and Services
Experience
Mistry Consulting LLC January 2006 - Present
Amkor Technology Inc. January 2005 - January 2006
Oracle Corporation June 2000 - January 2005
Greenbrier & Russel November 1999 - June 2000
Ernst & Young May 1999 - November 1999
Oracle Corporation January 1997 - May 1999
J P Morgan 1994 - 1996
Skills
Oracle E-Business Suite, Oracle Applications, Business Analysis, Requirements Analysis, Oracle R12 Financials, E-Business Tax, Vertex, Global Delivery, Intercompany..., Revenue Recognition, Oracle Order Management, Accounts Receivable, Credit Card Transaction..., Financial Accounting, Paymentech, Oracle, Enterprise Software, WIP, Data Conversion, Toad, Software Project..., Consulting, ERP Oracle, Accounting, Oracle CRM, Enterprise Architecture, Oracle ERP..., ERP Implementations, Master Data Management, Bill of Materials, Requirements Gathering, Pre-sales, Functional Design, Data Migration, SQL*Plus, Oracle Financials, Oracle Order To Cash, Solution Architecture, Collections
Education
London School of Economics and Political Science
B Sc. Economics, Accounting and Finance
Mistry Consulting LLC January 2006 - Present
Amkor Technology Inc. January 2005 - January 2006
Oracle Corporation June 2000 - January 2005
Greenbrier & Russel November 1999 - June 2000
Ernst & Young May 1999 - November 1999
Oracle Corporation January 1997 - May 1999
J P Morgan 1994 - 1996
Skills
Oracle E-Business Suite, Oracle Applications, Business Analysis, Requirements Analysis, Oracle R12 Financials, E-Business Tax, Vertex, Global Delivery, Intercompany..., Revenue Recognition, Oracle Order Management, Accounts Receivable, Credit Card Transaction..., Financial Accounting, Paymentech, Oracle, Enterprise Software, WIP, Data Conversion, Toad, Software Project..., Consulting, ERP Oracle, Accounting, Oracle CRM, Enterprise Architecture, Oracle ERP..., ERP Implementations, Master Data Management, Bill of Materials, Requirements Gathering, Pre-sales, Functional Design, Data Migration, SQL*Plus, Oracle Financials, Oracle Order To Cash, Solution Architecture, Collections
Education
London School of Economics and Political Science
B Sc. Economics, Accounting and Finance
Brian Fullerton's J P Morgan Experience 1984 - 1995
Job Chief Investment Officer at Pacific Global Advisors LLC
Industry Investment Management
Experience
Pacific Global Advisors LLC 2012 - Present
HF Clarity and Unique Property Fund 2010 - 2012
Gottex Fund Management 2008 - 2009
Merrill Lynch Investment Managers 1999 - 2006
Putnam Investments 1995 - 1999
J P Morgan 1984 - 1995
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Risk Management, Fixed Income, Alternative Investments, Derivatives, Asset Managment
Education
University of Pennsylvania - The Wharton School
MBA
University of Virginia
B.S., Commerce
Pacific Global Advisors LLC 2012 - Present
HF Clarity and Unique Property Fund 2010 - 2012
Gottex Fund Management 2008 - 2009
Merrill Lynch Investment Managers 1999 - 2006
Putnam Investments 1995 - 1999
J P Morgan 1984 - 1995
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Risk Management, Fixed Income, Alternative Investments, Derivatives, Asset Managment
Education
University of Pennsylvania - The Wharton School
MBA
University of Virginia
B.S., Commerce
Tamo Chattopadhay's J P Morgan Experience 2000 - 2001
Job Consultant International Educational Development
Industry Education Management
Experience
Independent September 2015 - Present
UNESCO 2003 - August 2015
UNICEF 2003 - September 2013
University of Notre Dame September 2008 - May 2013
School of International and Public Affairs, Columbia University September 2005 - December 2007
New York University June 2006 - August 2007
J P Morgan 2000 - 2001
Lehman Brothers 1998 - 2000
Thomson Reuters 1995 - 1998
Nabisco 1994 - 1995
Skills
Higher Education, Program Evaluation, Teaching, Courses, Curriculum Development, Campus, Curriculum Design, University Teaching, Higher Education..., Student Affairs, Policy Analysis, Research, Academic Administration, Program Development, International Relations, Grant Writing, Research Design, Qualitative Research, International..., Program Management
Education
Columbia University in the City of New York 2001 — 2007
Doctor of Education (Ed.D.), International and Comparative Education
City University of New York-Baruch College 1992 — 1994
Master of Business Administration (MBA), Finance, General
Peoples’ Friendship University of Russia 1983 — 1989
Master of Science (MS), Theoretical and Mathematical Physics
Narendrapur Ramakrishna Mission School 1977 — 1982
High School
St. Lawrence School, Calcutta 1970 — 1976
Independent September 2015 - Present
UNESCO 2003 - August 2015
UNICEF 2003 - September 2013
University of Notre Dame September 2008 - May 2013
School of International and Public Affairs, Columbia University September 2005 - December 2007
New York University June 2006 - August 2007
J P Morgan 2000 - 2001
Lehman Brothers 1998 - 2000
Thomson Reuters 1995 - 1998
Nabisco 1994 - 1995
Skills
Higher Education, Program Evaluation, Teaching, Courses, Curriculum Development, Campus, Curriculum Design, University Teaching, Higher Education..., Student Affairs, Policy Analysis, Research, Academic Administration, Program Development, International Relations, Grant Writing, Research Design, Qualitative Research, International..., Program Management
Education
Columbia University in the City of New York 2001 — 2007
Doctor of Education (Ed.D.), International and Comparative Education
City University of New York-Baruch College 1992 — 1994
Master of Business Administration (MBA), Finance, General
Peoples’ Friendship University of Russia 1983 — 1989
Master of Science (MS), Theoretical and Mathematical Physics
Narendrapur Ramakrishna Mission School 1977 — 1982
High School
St. Lawrence School, Calcutta 1970 — 1976
Bob Wharam CGMA's J P Morgan Experience 1984 - 1999
Job Finance Manager at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates September 2013 - Present
Leading Investment Management Firm July 2012 - August 2013
Medidata Solutions May 2008 - August 2012
Lehman Brothers August 2005 - February 2008
Credit Suisse January 2001 - July 2005
Perform Consulting July 1999 - December 2000
j p morgan 1984 - 1999
Skills
Six Sigma Green Belt, Chartered Global..., Business Process..., Expense Management, Budget Process, Project Management, Strategic Planning, Change Management, Business Process..., KPI implementation, Performance Metrics, Cost Benefit, Financial Analysis, Cost Accounting, Cost Allocation, Software, Financial Services, Acquisition Integration, Real Estate Economics, Six Sigma, Analysis, Strategy, Strategic Financial...
Education
Sheffield Hallam University 1976 — 1980
BA ( Hons), Business
stannington college of fe 1974 — 1977
Bridgewater Associates September 2013 - Present
Leading Investment Management Firm July 2012 - August 2013
Medidata Solutions May 2008 - August 2012
Lehman Brothers August 2005 - February 2008
Credit Suisse January 2001 - July 2005
Perform Consulting July 1999 - December 2000
j p morgan 1984 - 1999
Skills
Six Sigma Green Belt, Chartered Global..., Business Process..., Expense Management, Budget Process, Project Management, Strategic Planning, Change Management, Business Process..., KPI implementation, Performance Metrics, Cost Benefit, Financial Analysis, Cost Accounting, Cost Allocation, Software, Financial Services, Acquisition Integration, Real Estate Economics, Six Sigma, Analysis, Strategy, Strategic Financial...
Education
Sheffield Hallam University 1976 — 1980
BA ( Hons), Business
stannington college of fe 1974 — 1977
Nicola Weaver's J P Morgan Experience January 1993 - August 2000
Job Director Sales and Marketing CurAlea llc
Industry Financial Services
Experience
CurAlea llc April 2006 - Present
J P Morgan January 1993 - August 2000
Education
The University of Manchester 1981 — 1985
Associate Chartered Institute Banking
CurAlea llc April 2006 - Present
J P Morgan January 1993 - August 2000
Education
The University of Manchester 1981 — 1985
Associate Chartered Institute Banking
Alastair Roberts's J P Morgan Experience July 2004 - July 2007
Job Senior Software Developer at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2013 - Present
Liminex Consulting Ltd 2013 - 2013
UBS April 2011 - December 2012
JP Morgan February 2008 - May 2011
Merrill Lynch September 2007 - October 2007
J P Morgan July 2004 - July 2007
Skills
T-SQL, Sybase, Java, Multithreading, SQL, JDBC, XML, JMS, JUnit, Unix, Subversion, XSLT, Eclipse, FX Derivatives, FX Options, Agile Methodologies, Spring, Equities, Java Enterprise Edition, Ant
Education
University of Edinburgh 1994 — 1998
Bachelor of Science (BSc), Computer Science
Morgan Stanley June 2013 - Present
Liminex Consulting Ltd 2013 - 2013
UBS April 2011 - December 2012
JP Morgan February 2008 - May 2011
Merrill Lynch September 2007 - October 2007
J P Morgan July 2004 - July 2007
Skills
T-SQL, Sybase, Java, Multithreading, SQL, JDBC, XML, JMS, JUnit, Unix, Subversion, XSLT, Eclipse, FX Derivatives, FX Options, Agile Methodologies, Spring, Equities, Java Enterprise Edition, Ant
Education
University of Edinburgh 1994 — 1998
Bachelor of Science (BSc), Computer Science
Richard Ammons's J P Morgan Experience 1977 - 1981
Job Vice President for College Relations at Colby College
Industry Philanthropy
Experience
Colby College November 2003 - Present
Macalester college 1995 - 2003
Morehouse College 1988 - 1995
Johns Hopkins School of Advanced International Studies August 1984 - July 1988
J P Morgan 1977 - 1981
Education
Stanford University Graduate School of Business 1975 — 1977
MBA
Amherst College 1970 — 1974
Colby College November 2003 - Present
Macalester college 1995 - 2003
Morehouse College 1988 - 1995
Johns Hopkins School of Advanced International Studies August 1984 - July 1988
J P Morgan 1977 - 1981
Education
Stanford University Graduate School of Business 1975 — 1977
MBA
Amherst College 1970 — 1974
Pierre Olivier's J P Morgan Experience March 1997 - September 2000
Job Manager Learning Technologies and Systems at Tiffany & Co.
Industry E-Learning
Experience
Tiffany & Co. October 2009 - Present
Confidential May 2009 - October 2009
Morgan Stanley January 2003 - May 2009
Morgan Stanley September 2000 - January 2003
J. P. Morgan March 1997 - September 2000
J.P. Morgan June 1994 - March 1997
Skills
Instructional Design, E-Learning, Talent Management, Training Delivery, Blended Learning, Executive Management, Employee Training, Organizational..., Training, Team Building, Organizational..., Instructor-led Training, Staff Development, Budgets, CRM, Strategy, Start-ups, Project Management, Change Management, Consulting, Program Management, Learning Management..., Coaching, Learning Management, Leadership Development, Human Resources, Performance Management, Executive Coaching, Strategic Planning, Digital Photography, Video Production, Workshop Facilitation, Succession Planning, Social Media
Education
Cornell University 1992 — 1994
Masters
Tiffany & Co. October 2009 - Present
Confidential May 2009 - October 2009
Morgan Stanley January 2003 - May 2009
Morgan Stanley September 2000 - January 2003
J. P. Morgan March 1997 - September 2000
J.P. Morgan June 1994 - March 1997
Skills
Instructional Design, E-Learning, Talent Management, Training Delivery, Blended Learning, Executive Management, Employee Training, Organizational..., Training, Team Building, Organizational..., Instructor-led Training, Staff Development, Budgets, CRM, Strategy, Start-ups, Project Management, Change Management, Consulting, Program Management, Learning Management..., Coaching, Learning Management, Leadership Development, Human Resources, Performance Management, Executive Coaching, Strategic Planning, Digital Photography, Video Production, Workshop Facilitation, Succession Planning, Social Media
Education
Cornell University 1992 — 1994
Masters
Harvinder Singh's J P Morgan Experience September 1995 - February 1997
Job Systematic Trading Technology
Industry Financial Services
Experience
Nomura Securities International, Inc. 2009 - Present
Alliance Bernstein June 2007 - June 2009
Bank of America Securities August 2006 - June 2007
Deutsche Bank February 1998 - August 2006
Bear Stearns February 1997 - February 1998
J P Morgan September 1995 - February 1997
Infosys June 1994 - August 1995
Skills
Trading Systems, Quantitative Analysis, Equity Trading, Portfolio Optimization, Trading Strategies, Trading, Quantitative Analytics, Interest Rate..., Derivatives, Electronic Trading, Equities, Market Data, Market Making, Statistical Arbitrage, Program Trading, Prime Brokerage, Options, Securities Lending, Equity Derivatives, Commodity, FX Options
Education
Indian Institute of Technology, Delhi 1990 — 1994
Kendriya Vidyalaya
Nomura Securities International, Inc. 2009 - Present
Alliance Bernstein June 2007 - June 2009
Bank of America Securities August 2006 - June 2007
Deutsche Bank February 1998 - August 2006
Bear Stearns February 1997 - February 1998
J P Morgan September 1995 - February 1997
Infosys June 1994 - August 1995
Skills
Trading Systems, Quantitative Analysis, Equity Trading, Portfolio Optimization, Trading Strategies, Trading, Quantitative Analytics, Interest Rate..., Derivatives, Electronic Trading, Equities, Market Data, Market Making, Statistical Arbitrage, Program Trading, Prime Brokerage, Options, Securities Lending, Equity Derivatives, Commodity, FX Options
Education
Indian Institute of Technology, Delhi 1990 — 1994
Kendriya Vidyalaya
Adrian Simon's J P Morgan Experience 2000 - 2001
Job Managing Director, Legacy Wealth Management, LLC
Industry Financial Services
Experience
Legacy Wealth Management, LLC April 2008 - Present
Quantum Capital Partners, Inc. 2001 - 2008
J P MORGAN 2000 - 2001
JPMorganChase 2000 - 2001
JP Morgan 1999 - 2001
Price Waterhouse Coopers 1989 - 1991
Price Waterhouse Coopers 1989 - 1991
Skills
Small Business, Insurance
Education
University of California, Los Angeles 1985 — 1989
Legacy Wealth Management, LLC April 2008 - Present
Quantum Capital Partners, Inc. 2001 - 2008
J P MORGAN 2000 - 2001
JPMorganChase 2000 - 2001
JP Morgan 1999 - 2001
Price Waterhouse Coopers 1989 - 1991
Price Waterhouse Coopers 1989 - 1991
Skills
Small Business, Insurance
Education
University of California, Los Angeles 1985 — 1989
Harish Ramaswamy's J P Morgan Experience March 2005 - Present
Job Senior Associate at J P Morgan
Industry Investment Banking
Experience
J P Morgan March 2005 - Present
Sabre Holdings 2000 - 2005
Ajilon 1996 - 2001
AT&T 1996 - 1999
Skills
Agile Methodologies, Software Project..., SDLC, Business Analysis, Risk Management, Unix, R, Core Java, Data Analysis, Analytics, C/C++ STL, Continuous Delivery, Multithreaded..., Requirements Analysis, Enterprise Architecture, Sybase, Agile Coaching, GWT, MFC, Java Enterprise Edition, IT Strategy, Oracle, SOA, Integration, XML
Education
Indian Institute of Science
MSc (Engg), Chemical Engineering
Texas A&M University
MS, Chemical Engineering
University of Texas at Tyler
Master of Science (MS), Computer Science
J P Morgan March 2005 - Present
Sabre Holdings 2000 - 2005
Ajilon 1996 - 2001
AT&T 1996 - 1999
Skills
Agile Methodologies, Software Project..., SDLC, Business Analysis, Risk Management, Unix, R, Core Java, Data Analysis, Analytics, C/C++ STL, Continuous Delivery, Multithreaded..., Requirements Analysis, Enterprise Architecture, Sybase, Agile Coaching, GWT, MFC, Java Enterprise Edition, IT Strategy, Oracle, SOA, Integration, XML
Education
Indian Institute of Science
MSc (Engg), Chemical Engineering
Texas A&M University
MS, Chemical Engineering
University of Texas at Tyler
Master of Science (MS), Computer Science
Doug Foerst's J P Morgan Experience October 1972 - June 1992
Job Banking Professional
Industry Banking
Experience
H&R Block December 2006 - Present
Federal Reserve Bank of New York September 1992 - October 2007
J. P Morgan October 1972 - June 1992
Skills
Tax, Security, Operational Risk
Education
Baruch College, City University of New York (CUNY) 1967 — 1971
Accounting
H&R Block December 2006 - Present
Federal Reserve Bank of New York September 1992 - October 2007
J. P Morgan October 1972 - June 1992
Skills
Tax, Security, Operational Risk
Education
Baruch College, City University of New York (CUNY) 1967 — 1971
Accounting
Pankaj Jayasingpure's J P Morgan Experience August 2007 - Present
Job
Industry Banking
Experience
J P Morgan August 2007 - Present
Cognizant January 2007 - August 2007
Patni Computer Services 2005 - 2007
ETS June 2003 - December 2004
Skills
Data Warehousing, Informatica, Data Warehouse..., Data Warehouse..., Oracle PL/SQL..., Business Objects, ETL, Data Migration, Abinitio, SAP BI
Education
Nagpur University 1998 — 2002
Bachelor's degree, Production Engineering
J P Morgan August 2007 - Present
Cognizant January 2007 - August 2007
Patni Computer Services 2005 - 2007
ETS June 2003 - December 2004
Skills
Data Warehousing, Informatica, Data Warehouse..., Data Warehouse..., Oracle PL/SQL..., Business Objects, ETL, Data Migration, Abinitio, SAP BI
Education
Nagpur University 1998 — 2002
Bachelor's degree, Production Engineering
Pitambar Sarangi's J P Morgan Experience 1993 - 2000
Job Senior Vice President at BGC Partners
Industry Computer Software
Experience
BGC Partners August 2013 - Present
BGC Partners June 2008 - August 2013
NYFIX Inc. July 2004 - June 2008
Renaissance Trading Technologies, LLC 2002 - 2004
Robertson Stephans March 2000 - July 2002
J P Morgan 1993 - 2000
JPMorgan 1993 - 2000
JP Morgan 1993 - 2000
AT&T 1989 - 1993
Skills
Market Data, Java, Trading Systems, Architecture, Equities, Design Patterns, Electronic Trading, Business Intelligence, C++
Education
New York University 1987 — 1990
M.S, Computer Science
Utkal University 1976 — 1978
M.Sc., Physics
BGC Partners August 2013 - Present
BGC Partners June 2008 - August 2013
NYFIX Inc. July 2004 - June 2008
Renaissance Trading Technologies, LLC 2002 - 2004
Robertson Stephans March 2000 - July 2002
J P Morgan 1993 - 2000
JPMorgan 1993 - 2000
JP Morgan 1993 - 2000
AT&T 1989 - 1993
Skills
Market Data, Java, Trading Systems, Architecture, Equities, Design Patterns, Electronic Trading, Business Intelligence, C++
Education
New York University 1987 — 1990
M.S, Computer Science
Utkal University 1976 — 1978
M.Sc., Physics
Suhas Watturkar's J P Morgan Experience 1999 - 2003
Job DLL Wayne
Industry Information Technology and Services
Experience
De Lage Landen October 2009 - Present
TransUnion Settlement Solutions 2003 - Present
Cordance Technologies (TransUnion SSI) 2003 - Present
De Lage Landen 2009 - 2010
J P Morgan 1999 - 2003
JP Morgan Chase 1999 - 2003
Keane 1997 - 2003
Patni Computer Services 1994 - 1997
GE Capital VFS 1995 - 1996
Skills
Requirements Analysis, SOA, PMO, Software Project..., Software Development, Leadership, Program Management, SDLC, Enterprise Architecture, Business Analysis, Requirements Gathering, Business Intelligence, PL/SQL, Agile Methodologies, Resource Management, Vendor Management, Java Enterprise Edition
Education
Shivaji University 1984 — 1988
BE, Electronics
Harvard University
Harvard University
WMMV
De Lage Landen October 2009 - Present
TransUnion Settlement Solutions 2003 - Present
Cordance Technologies (TransUnion SSI) 2003 - Present
De Lage Landen 2009 - 2010
J P Morgan 1999 - 2003
JP Morgan Chase 1999 - 2003
Keane 1997 - 2003
Patni Computer Services 1994 - 1997
GE Capital VFS 1995 - 1996
Skills
Requirements Analysis, SOA, PMO, Software Project..., Software Development, Leadership, Program Management, SDLC, Enterprise Architecture, Business Analysis, Requirements Gathering, Business Intelligence, PL/SQL, Agile Methodologies, Resource Management, Vendor Management, Java Enterprise Edition
Education
Shivaji University 1984 — 1988
BE, Electronics
Harvard University
Harvard University
WMMV
Jeffrey Marwitz's J P Morgan Experience July 1995 - November 1997
Job Senior Relationship Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group June 2013 - Present
Associated Trust Company May 2011 - June 2013
Prudential Financial 2007 - November 2010
Prudential Financial July 2000 - November 2007
Northgate Electric February 1999 - July 2000
Diversified Investment Advisors November 1997 - February 1999
J. P. Morgan July 1995 - November 1997
Towers Watson November 1987 - July 1995
Skills
Investments, Leadership, 401k, Retirement, Business Strategy, Partnering, Mutual Funds, Series 7, Retirement Planning, Business Relationship..., Defined Benefit, Insurance, ERISA, Asset Allocation, Defined Contribution, Relationship Management, Series 6, Investment Management, Qualified Retirement..., Financial Advisory, Profit Sharing, Series 63, Banking, Retirement Plan..., Wealth Management, Fixed Annuities, Investment Advisory
Education
Northern Illinois University 1982 — 1986
Lincoln Financial Group June 2013 - Present
Associated Trust Company May 2011 - June 2013
Prudential Financial 2007 - November 2010
Prudential Financial July 2000 - November 2007
Northgate Electric February 1999 - July 2000
Diversified Investment Advisors November 1997 - February 1999
J. P. Morgan July 1995 - November 1997
Towers Watson November 1987 - July 1995
Skills
Investments, Leadership, 401k, Retirement, Business Strategy, Partnering, Mutual Funds, Series 7, Retirement Planning, Business Relationship..., Defined Benefit, Insurance, ERISA, Asset Allocation, Defined Contribution, Relationship Management, Series 6, Investment Management, Qualified Retirement..., Financial Advisory, Profit Sharing, Series 63, Banking, Retirement Plan..., Wealth Management, Fixed Annuities, Investment Advisory
Education
Northern Illinois University 1982 — 1986
Prathima Bhavankar's J P Morgan Experience 1997 - 2000
Job Senior QA at Tek Systems
Industry Information Technology and Services
Experience
Tek Systems Senior Business SpecialistCIGNA Group InsuranceDecember 2003 - May 2005
ACTV April 2001 - September 2001
J P Morgan 1997 - 2000
JPMorgan Chase 1997 - 2000
Education
Bangalore University 1991 — 1994
Sri Kumaran Childrens Home 1978 — 1990
Tek Systems Senior Business SpecialistCIGNA Group InsuranceDecember 2003 - May 2005
ACTV April 2001 - September 2001
J P Morgan 1997 - 2000
JPMorgan Chase 1997 - 2000
Education
Bangalore University 1991 — 1994
Sri Kumaran Childrens Home 1978 — 1990
Donald Sondak's J P Morgan Experience 1996 - 1999
Job Chief Operating Officer Skarzynski Black LLC
Industry Financial Services
Experience
Skarzynski Black LLC September 2014 - Present
Credit Suisse April 2006 - September 2013
Merrill Lynch 1999 - 2006
J P Morgan 1996 - 1999
First Fidelity Bank 1991 - 1996
Bankers Trust 1989 - 1991
Salomon Brothers Inc 1986 - 1989
Skills
Wealth Management, Asset Managment, Business Analysis, Financial Services, Private Banking, Investment Banking, Due Diligence, Finance, Asset Management, Financial Risk, Securities, Equities, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Corporate Finance, Financial Markets, Portfolio Management, Valuation, Alternative Investments, Trading, FX Options, Bloomberg, Structured Products, Mutual Funds, Private Equity, Options, Investments, Emerging Markets, Financial Modeling, Market Risk, Trading Systems, Banking, Equity Derivatives, Investment Management, Bonds, Vendor Management, Contract Negotiation, Contract Management, Revenue & Profit Growth, Expense Management, Strategic Thinking, Collaborative Problem..., Risk Management, Middle Office, Asset Allocation, Operational Risk
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance and Financial Management Services
Rider University
BS Commerce, Finance / Accounting
Skarzynski Black LLC September 2014 - Present
Credit Suisse April 2006 - September 2013
Merrill Lynch 1999 - 2006
J P Morgan 1996 - 1999
First Fidelity Bank 1991 - 1996
Bankers Trust 1989 - 1991
Salomon Brothers Inc 1986 - 1989
Skills
Wealth Management, Asset Managment, Business Analysis, Financial Services, Private Banking, Investment Banking, Due Diligence, Finance, Asset Management, Financial Risk, Securities, Equities, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Corporate Finance, Financial Markets, Portfolio Management, Valuation, Alternative Investments, Trading, FX Options, Bloomberg, Structured Products, Mutual Funds, Private Equity, Options, Investments, Emerging Markets, Financial Modeling, Market Risk, Trading Systems, Banking, Equity Derivatives, Investment Management, Bonds, Vendor Management, Contract Negotiation, Contract Management, Revenue & Profit Growth, Expense Management, Strategic Thinking, Collaborative Problem..., Risk Management, Middle Office, Asset Allocation, Operational Risk
Education
Fairleigh Dickinson University
Master of Business Administration (MBA), Finance and Financial Management Services
Rider University
BS Commerce, Finance / Accounting
Scott Okupski's J P Morgan Experience 1997 - 1999
Job Head of Product Consulting Practice at Charles River Development
Industry Financial Services
Experience
Charles River Development February 2015 - Present
BI-SAM June 2014 - Present
BI-SAM Technologies January 2012 - May 2014
Wall Street Systems January 2009 - January 2012
Wall Street Systems 2006 - 2009
Wall Street Systems 1999 - 2005
J. P. Morgan 1997 - 1999
The Analytic Sciences Corporation 1993 - 1997
USAF, Headquarters Pentagon 1988 - 1993
Skills
Back Office, Fixed Income, Derivatives, Risk Management, Trading, Trading Systems, Business Analysis, Financial Services, Interest Rate..., Financial Markets, Finance, Credit Derivatives, Capital Markets, Middle Office, Treasury Management, Market Data, FX Options, Electronic Trading, Equity Derivatives, Banking, Asset Managment
Education
The George Washington University
Master of Science (M.S.), Finance
The George Washington University
Master of Science (M.S.), Information Systems Management
University of Delaware 1982 — 1986
Bachelor of Arts (B.A.), Mathematics
Charles River Development February 2015 - Present
BI-SAM June 2014 - Present
BI-SAM Technologies January 2012 - May 2014
Wall Street Systems January 2009 - January 2012
Wall Street Systems 2006 - 2009
Wall Street Systems 1999 - 2005
J. P. Morgan 1997 - 1999
The Analytic Sciences Corporation 1993 - 1997
USAF, Headquarters Pentagon 1988 - 1993
Skills
Back Office, Fixed Income, Derivatives, Risk Management, Trading, Trading Systems, Business Analysis, Financial Services, Interest Rate..., Financial Markets, Finance, Credit Derivatives, Capital Markets, Middle Office, Treasury Management, Market Data, FX Options, Electronic Trading, Equity Derivatives, Banking, Asset Managment
Education
The George Washington University
Master of Science (M.S.), Finance
The George Washington University
Master of Science (M.S.), Information Systems Management
University of Delaware 1982 — 1986
Bachelor of Arts (B.A.), Mathematics
Stephen Gaydos's J P Morgan Experience 1983 - 1996
Job Technology Management
Industry Financial Services
Experience
Home Vice PresidentMorgan StanleyFebruary 1999 - February 2008
Accenture July 1996 - February 1999
J P Morgan 1983 - 1996
JP Morgan 1983 - 1996
Skills
Vendor Management, Fixed Income, Portfolio Management, Trading Systems, Risk Management, Procurement, Business Process..., Business Analysis, SDLC, Management, Process Improvement, Budgets, Change Management, Project Portfolio..., Equities, Outsourcing, PMO, Management Consulting, Program Management, IT Strategy, Sybase, Financial Services, Strategy
Education
Bloomfield College 1965 — 1969
BS, Business Administration
Home Vice PresidentMorgan StanleyFebruary 1999 - February 2008
Accenture July 1996 - February 1999
J P Morgan 1983 - 1996
JP Morgan 1983 - 1996
Skills
Vendor Management, Fixed Income, Portfolio Management, Trading Systems, Risk Management, Procurement, Business Process..., Business Analysis, SDLC, Management, Process Improvement, Budgets, Change Management, Project Portfolio..., Equities, Outsourcing, PMO, Management Consulting, Program Management, IT Strategy, Sybase, Financial Services, Strategy
Education
Bloomfield College 1965 — 1969
BS, Business Administration
Michael J. Lewis's J P Morgan Experience 1991 - 1995
Job Senior Financial Executive
Industry Building Materials
Experience
Lehigh Cement 1996 - 2008
J. P. Morgan 1991 - 1995
Price Waterhouse & Co. 1980 - 1991
Skills
Business Process..., Accounting, Tax, Financial Analysis, Analysis, Due Diligence, Financial Modeling, Forecasting, Capital Planning, Financial Accounting, Strategic Financial..., Strategic Planning, Internal Audit, Shared Services, Financial Software..., Leadership, Finance, Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1980
B.A., Accounting
Lehigh Cement 1996 - 2008
J. P. Morgan 1991 - 1995
Price Waterhouse & Co. 1980 - 1991
Skills
Business Process..., Accounting, Tax, Financial Analysis, Analysis, Due Diligence, Financial Modeling, Forecasting, Capital Planning, Financial Accounting, Strategic Financial..., Strategic Planning, Internal Audit, Shared Services, Financial Software..., Leadership, Finance, Financial Reporting
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1980
B.A., Accounting
Richard Cage's J P Morgan Experience December 1985 - March 2000
Job EVPOperations at Capmark Finance
Industry Financial Services
Experience
Capmark Finance January 2013 - June 2015
Capmark Bank April 2010 - April 2013
Capmark Finance Inc. April 2000 - April 2010
J P Morgan December 1985 - March 2000
Skills
Risk Management, Treasury, Structured Finance, ALM, Asset Managment, Capital Markets, Portfolio Management, Operations Management, Asset Management, Financial Risk, Credit Analysis, Credit, Valuation, Investments, Financial Modeling, Banking, Fixed Income, Business Process..., Enterprise Risk...
Education
University of Wisconsin-Madison 1989 — 1991
Financial Management Program, BAI School of Banking
Indiana University of Pennsylvania 1981 — 1985
BA, Accounting
Capmark Finance January 2013 - June 2015
Capmark Bank April 2010 - April 2013
Capmark Finance Inc. April 2000 - April 2010
J P Morgan December 1985 - March 2000
Skills
Risk Management, Treasury, Structured Finance, ALM, Asset Managment, Capital Markets, Portfolio Management, Operations Management, Asset Management, Financial Risk, Credit Analysis, Credit, Valuation, Investments, Financial Modeling, Banking, Fixed Income, Business Process..., Enterprise Risk...
Education
University of Wisconsin-Madison 1989 — 1991
Financial Management Program, BAI School of Banking
Indiana University of Pennsylvania 1981 — 1985
BA, Accounting
Debralee Nelson's J P Morgan Experience April 2009 - April 2013
Job Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
J. P. Morgan April 2009 - April 2013
Bessemer Trust January 2005 - December 2008
US Trust September 1998 - December 2005
Harris Bank June 1991 - August 1998
Skills
Hedge Funds, High Net Worth..., Estate Planning, Equities, Finance, Management, Alternative Investments, Wealth Management, Wealth Management..., Private Banking, Personal Finance, Business Development, Retirement, Investments, Asset Management, Portfolio Management, Capital Markets, Fixed Income, Wealth, Family Office, Asset Managment, Private Equity, Series 7, Investment Banking
Education
The George Washington University - School of Business 1981 — 1985
MBA, Finance
University of Nebraska at Omaha 1971 — 1975
BA, General Science/Pre-Med/Biology
BNY Mellon April 2013 - Present
J. P. Morgan April 2009 - April 2013
Bessemer Trust January 2005 - December 2008
US Trust September 1998 - December 2005
Harris Bank June 1991 - August 1998
Skills
Hedge Funds, High Net Worth..., Estate Planning, Equities, Finance, Management, Alternative Investments, Wealth Management, Wealth Management..., Private Banking, Personal Finance, Business Development, Retirement, Investments, Asset Management, Portfolio Management, Capital Markets, Fixed Income, Wealth, Family Office, Asset Managment, Private Equity, Series 7, Investment Banking
Education
The George Washington University - School of Business 1981 — 1985
MBA, Finance
University of Nebraska at Omaha 1971 — 1975
BA, General Science/Pre-Med/Biology
Brian Cosmello's J P Morgan Experience September 2000 - August 2001
Job Senior Treasury Analyst at PRA International
Industry Pharmaceuticals
Experience
PRA International January 2012 - Present
RBC Bank January 2011 - January 2012
Bank of America Investments November 2007 - January 2010
Banc of America Investments July 2002 - October 2007
AMEX August 2001 - June 2002
J P Morgan September 2000 - August 2001
Skills
Portfolio Management, Equities, Valuation, Investments, Derivatives
Education
University of Pennsylvania 1996 — 2000
Economics
Seton Catholic Central High School 1992 — 1996
PRA International January 2012 - Present
RBC Bank January 2011 - January 2012
Bank of America Investments November 2007 - January 2010
Banc of America Investments July 2002 - October 2007
AMEX August 2001 - June 2002
J P Morgan September 2000 - August 2001
Skills
Portfolio Management, Equities, Valuation, Investments, Derivatives
Education
University of Pennsylvania 1996 — 2000
Economics
Seton Catholic Central High School 1992 — 1996
Patrick Folan's J P Morgan Experience November 2014 - Present
Job Executive Director, Senior Vice President at J. P. Morgan
Industry Financial Services
Experience
J. P. Morgan November 2014 - Present
Bank of America April 2013 - October 2014
Bank of America Merrill Lynch March 2011 - March 2013
Visa March 2010 - December 2010
Symantec 2008 - 2009
AT&T March 2007 - May 2008
AT&T January 2003 - February 2007
AT&T January 1997 - December 2002
Skills
Telecommunications, Product Management, Program Management, Process Improvement, Business Strategy, Change Management, Management, Project Management, Outsourcing, Strategic Planning, Product Development, Team Management, Strategy, Business Process..., Team Building, Sales Management, B2B, Data Center, Managed Services, Sales, Vendor Management, Strategic Partnerships, Cloud Computing, SDLC, Mobile Devices, Product Marketing, Solution Selling, Cross-functional Team..., Business Analysis, Business Development, Wireless, Account Management, Contract Negotiation, Risk Management, VoIP, Leadership, Business Planning, Operations Management, Integration, Professional Services, Security, Business Intelligence, Analysis, Consulting, ITIL, IT Service Management, Six Sigma, Governance, CRM, Business Transformation
Education
Harvard Business School Executive Education 2014 — 2014
Leadership Development Program
Assumption College 1981 — 1985
BA, Economic and Finance
Beaver Country Day School
J. P. Morgan November 2014 - Present
Bank of America April 2013 - October 2014
Bank of America Merrill Lynch March 2011 - March 2013
Visa March 2010 - December 2010
Symantec 2008 - 2009
AT&T March 2007 - May 2008
AT&T January 2003 - February 2007
AT&T January 1997 - December 2002
Skills
Telecommunications, Product Management, Program Management, Process Improvement, Business Strategy, Change Management, Management, Project Management, Outsourcing, Strategic Planning, Product Development, Team Management, Strategy, Business Process..., Team Building, Sales Management, B2B, Data Center, Managed Services, Sales, Vendor Management, Strategic Partnerships, Cloud Computing, SDLC, Mobile Devices, Product Marketing, Solution Selling, Cross-functional Team..., Business Analysis, Business Development, Wireless, Account Management, Contract Negotiation, Risk Management, VoIP, Leadership, Business Planning, Operations Management, Integration, Professional Services, Security, Business Intelligence, Analysis, Consulting, ITIL, IT Service Management, Six Sigma, Governance, CRM, Business Transformation
Education
Harvard Business School Executive Education 2014 — 2014
Leadership Development Program
Assumption College 1981 — 1985
BA, Economic and Finance
Beaver Country Day School
Binu Jose's J P Morgan Experience September 1997 - December 2009
Job Vice President, Global Technology at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2010 - Present
J P Morgan September 1997 - December 2009
Isoft Inc 1996 - 1997
Skills
DB2, Java, Software Development, Business Analysis, Visio, Banking, Business Intelligence, SQL, Change Management, Requirements Gathering, Software Project..., Investment Banking, Requirements Analysis, Databases, Excel, Access, Vendor Management, Team Leadership, Data Analysis, Problem Solving, Mentoring, Websphere, Customer Relations, Microsoft Office, Analysis, Agile Methodologies, Agile Project Management, Scrum, Kanban, Oracle, Offshore Software..., Selenium, C++, C, Applications Software...
Education
DePaul University 2001 — 2004
MS, Distributed Systems
University of Pune 1992 — 1996
BE, Computer Engineering
J.P. Morgan January 2010 - Present
J P Morgan September 1997 - December 2009
Isoft Inc 1996 - 1997
Skills
DB2, Java, Software Development, Business Analysis, Visio, Banking, Business Intelligence, SQL, Change Management, Requirements Gathering, Software Project..., Investment Banking, Requirements Analysis, Databases, Excel, Access, Vendor Management, Team Leadership, Data Analysis, Problem Solving, Mentoring, Websphere, Customer Relations, Microsoft Office, Analysis, Agile Methodologies, Agile Project Management, Scrum, Kanban, Oracle, Offshore Software..., Selenium, C++, C, Applications Software...
Education
DePaul University 2001 — 2004
MS, Distributed Systems
University of Pune 1992 — 1996
BE, Computer Engineering
Gretchen Bamford, MBA, PMP's J P Morgan Experience 1982 - 1984
Job Solutions Architect at Synovus
Industry Financial Services
Experience
Synovus March 2014 - Present
Synovus Financial Corporation June 2011 - March 2014
Synovus October 2010 - June 2011
Synovus Financial November 2008 - October 2010
Synovus September 2005 - November 2008
United Bank & Trust August 1997 - September 2005
PNC Bank March 1985 - December 1986
J P Morgan 1982 - 1984
Skills
Project Management, Vendor Management, SDLC, Project Portfolio..., Process Improvement, Payment Systems, Management, Enterprise Architecture, Program Management, Business Analysis, PMO, IT Strategy, Operations Management, IT Management, Disaster Recovery, Leadership, Integration, Business Intelligence, Banking, SharePoint, Risk Management, PMP, Business Process, Requirements Gathering, Data Center, Governance, Visio, Project Delivery, MS Project, Business Process..., Software Documentation, Security, Software Project..., Change Management
Education
Project Management Institute 2010 — 2011
PMP
University of Phoenix 2003 — 2008
MBA
Duke University 1974 — 1977
BA
Synovus March 2014 - Present
Synovus Financial Corporation June 2011 - March 2014
Synovus October 2010 - June 2011
Synovus Financial November 2008 - October 2010
Synovus September 2005 - November 2008
United Bank & Trust August 1997 - September 2005
PNC Bank March 1985 - December 1986
J P Morgan 1982 - 1984
Skills
Project Management, Vendor Management, SDLC, Project Portfolio..., Process Improvement, Payment Systems, Management, Enterprise Architecture, Program Management, Business Analysis, PMO, IT Strategy, Operations Management, IT Management, Disaster Recovery, Leadership, Integration, Business Intelligence, Banking, SharePoint, Risk Management, PMP, Business Process, Requirements Gathering, Data Center, Governance, Visio, Project Delivery, MS Project, Business Process..., Software Documentation, Security, Software Project..., Change Management
Education
Project Management Institute 2010 — 2011
PMP
University of Phoenix 2003 — 2008
MBA
Duke University 1974 — 1977
BA
Get Lee's J P Morgan Experience April 2000 - December 2001
Job Consultant at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse July 2013 - Present
Goldman Sachs August 2012 - July 2013
Credit Suisse February 2011 - August 2012
Goldman Sachs February 2002 - February 2011
J. P. Morgan April 2000 - December 2001
Morgan Stanley January 1999 - April 2000
JP Morgan June 1997 - December 1998
Goldman Sachs June 1996 - June 1997
Sociate Generale March 1996 - June 1996
Salomon Inc. February 1995 - February 1996
Skills
C++, Unix, OOP, SQL, Object Oriented Design, TCP/IP, Fixed Income Products, Equities, Settlements, Repo Trading, OTC Derivatives, Settlement, Fixed Income, SDLC, Securities, Trading, Financial Services, Bonds, Financial Risk, Perl, Trading Systems, Finance, Credit Derivatives, Electronic Trading, Sybase, Middle Office, Investment Banking, Interest Rate..., Capital Markets, Derivatives, Prime Brokerage, Low Latency, Swaps, Structured Products, Data Warehousing, Back Office, VBA, Bloomberg, Hedge Funds, Reference Data, Equity Trading, Financial Markets, Asset Management, Emerging Markets, FX Options, Equity Derivatives, Valuation, Market Risk, Enterprise Architecture, Options
Education
Harvard Business School
Executive Education
New York University (Formerly Polytechnic University)
MS
State University of New York at Stony Brook
BE
Credit Suisse July 2013 - Present
Goldman Sachs August 2012 - July 2013
Credit Suisse February 2011 - August 2012
Goldman Sachs February 2002 - February 2011
J. P. Morgan April 2000 - December 2001
Morgan Stanley January 1999 - April 2000
JP Morgan June 1997 - December 1998
Goldman Sachs June 1996 - June 1997
Sociate Generale March 1996 - June 1996
Salomon Inc. February 1995 - February 1996
Skills
C++, Unix, OOP, SQL, Object Oriented Design, TCP/IP, Fixed Income Products, Equities, Settlements, Repo Trading, OTC Derivatives, Settlement, Fixed Income, SDLC, Securities, Trading, Financial Services, Bonds, Financial Risk, Perl, Trading Systems, Finance, Credit Derivatives, Electronic Trading, Sybase, Middle Office, Investment Banking, Interest Rate..., Capital Markets, Derivatives, Prime Brokerage, Low Latency, Swaps, Structured Products, Data Warehousing, Back Office, VBA, Bloomberg, Hedge Funds, Reference Data, Equity Trading, Financial Markets, Asset Management, Emerging Markets, FX Options, Equity Derivatives, Valuation, Market Risk, Enterprise Architecture, Options
Education
Harvard Business School
Executive Education
New York University (Formerly Polytechnic University)
MS
State University of New York at Stony Brook
BE
Bill Young's J P Morgan Experience 2000 - 2002
Job Managing Director Mariner Investment Group
Industry Investment Management
Experience
Mariner Investment Group May 2011 - Present
RoundTable Financial Group July 2010 - May 2011
Camulos Capital LP May 2005 - July 2010
J P Morgan 2000 - 2002
Citigroup 1985 - 1999
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Fixed Income, Global Macro, Capital Markets, Investor Relations, Derivatives, Managed Futures, Trading, Capital Raising, Due Diligence, Investment Strategies, Portfolio Management, Investment Management, Investments, Asset Management, Equities
Education
Bowdoin College 1976 — 1980
Bachelor of Arts (BA)
Mariner Investment Group May 2011 - Present
RoundTable Financial Group July 2010 - May 2011
Camulos Capital LP May 2005 - July 2010
J P Morgan 2000 - 2002
Citigroup 1985 - 1999
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Fixed Income, Global Macro, Capital Markets, Investor Relations, Derivatives, Managed Futures, Trading, Capital Raising, Due Diligence, Investment Strategies, Portfolio Management, Investment Management, Investments, Asset Management, Equities
Education
Bowdoin College 1976 — 1980
Bachelor of Arts (BA)
Reenu Nandan's J P Morgan Experience March 2008 - March 2010
Job Senior Customer Representative at FortisBC
Industry Banking
Experience
FortisBC February 2013 - Present
J P Morgan March 2008 - March 2010
C J Patel & Company Ltd 1995 - 1999
Education
Central Queensland University 2000 — 2003
Bachelor's degree, Accounting and Business/Management, Distinction
FortisBC February 2013 - Present
J P Morgan March 2008 - March 2010
C J Patel & Company Ltd 1995 - 1999
Education
Central Queensland University 2000 — 2003
Bachelor's degree, Accounting and Business/Management, Distinction
Greg Luttrell's J P Morgan Experience August 2007 - Present
Job Managing Director at J P Morgan
Industry Financial Services
Experience
J P Morgan August 2007 - Present
TIAA-CREF February 1999 - August 2007
Skills
Investments, Equities, Asset Managment, Hedge Funds, Portfolio Management, Capital Markets, Equity Research, Asset Management, Valuation, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance & International Business
Indiana University Bloomington 1981 — 1985
BS, Finance
J P Morgan August 2007 - Present
TIAA-CREF February 1999 - August 2007
Skills
Investments, Equities, Asset Managment, Hedge Funds, Portfolio Management, Capital Markets, Equity Research, Asset Management, Valuation, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance & International Business
Indiana University Bloomington 1981 — 1985
BS, Finance
Chris Haist's J P Morgan Experience April 2001 - May 2005
Job State Farm Agent
Industry Insurance
Experience
State Farm Insurance January 2010 - Present
ING May 2005 - January 2010
J P Morgan April 2001 - May 2005
Lincoln Financial Distributors February 1997 - March 2001
Skills
Fixed Annuities, Life Insurance, Mutual Funds, Marketing, Leadership, Sales, Insurance, Series 63, Investments, Retirement Planning, Financial Services, Retirement
Education
Rutgers University – Camden 2000 — 2002
Rider University 1990 — 1994
Bachelor’s Degree, Finance
State Farm Insurance January 2010 - Present
ING May 2005 - January 2010
J P Morgan April 2001 - May 2005
Lincoln Financial Distributors February 1997 - March 2001
Skills
Fixed Annuities, Life Insurance, Mutual Funds, Marketing, Leadership, Sales, Insurance, Series 63, Investments, Retirement Planning, Financial Services, Retirement
Education
Rutgers University – Camden 2000 — 2002
Rider University 1990 — 1994
Bachelor’s Degree, Finance
Bill Sica's J P Morgan Experience September 1980 - April 2005
Job Accounting Professional
Industry Accounting
Experience
J. P. Morgan September 1980 - April 2005
Education
City University of New York-Brooklyn College 1974 — 1978
ba, Fianance
J. P. Morgan September 1980 - April 2005
Education
City University of New York-Brooklyn College 1974 — 1978
ba, Fianance
Betsy Meisenheimer's J P Morgan Experience January 2010 - April 2015
Job Vice President at JPMORGAN CHASE BANK
Industry Banking
Experience
J. P. Morgan January 2010 - April 2015
J.P.Morgan Chase 2006 - January 2010
JPMorgan Chase January 2000 - January 2006
YMCA Training Alliance 1988 - 2004
Skills
Risk Management, Program Management, Banking, Mergers & Acquisitions, Financial Services, IT Strategy, Hedge Funds, Credit Cards, Series 7, Investments, Strategy, Capital Markets, Commercial Lending, Business Development, Credit Analysis, Vendor Management, Fixed Income, Relationship Management, Credit, Payments, Commercial Banking, Asset Management, Financial Risk, Portfolio Management, Financial Modeling, Strategic Financial..., Loans, Strategic Planning, Leadership, Derivatives, Investment Banking, SDLC, Equities, Corporate Finance, Treasury Management, Asset Allocation, Cash Management, Analysis, Pricing Strategy, Financial Institutions, Securities, Treasury Services
Education
Lake Forest College
Bachelor’s Degree, Economics
The University of Chicago
Master of Business Administration (M.B.A.), Finance, General
J. P. Morgan January 2010 - April 2015
J.P.Morgan Chase 2006 - January 2010
JPMorgan Chase January 2000 - January 2006
YMCA Training Alliance 1988 - 2004
Skills
Risk Management, Program Management, Banking, Mergers & Acquisitions, Financial Services, IT Strategy, Hedge Funds, Credit Cards, Series 7, Investments, Strategy, Capital Markets, Commercial Lending, Business Development, Credit Analysis, Vendor Management, Fixed Income, Relationship Management, Credit, Payments, Commercial Banking, Asset Management, Financial Risk, Portfolio Management, Financial Modeling, Strategic Financial..., Loans, Strategic Planning, Leadership, Derivatives, Investment Banking, SDLC, Equities, Corporate Finance, Treasury Management, Asset Allocation, Cash Management, Analysis, Pricing Strategy, Financial Institutions, Securities, Treasury Services
Education
Lake Forest College
Bachelor’s Degree, Economics
The University of Chicago
Master of Business Administration (M.B.A.), Finance, General
Karen Mohr's J P Morgan Experience July 1993 - Present
Job Vice President and Trust Administrator at J. P. Morgan
Industry Banking
Experience
J. P. Morgan July 1993 - Present
Skills
Securities, Wealth Management, Equities, Banking, Fixed Income, Asset Management, Mutual Funds, Investments, Wealth Management..., Private Banking, Credit, Asset Allocation, Loans, Corporate Finance, Risk Management, High Net Worth..., Financial Analysis, Investment Banking, Asset Managment, Fund Administration, Customer Service, Microsoft Excel, Trust Services
Education
Monroe Community College 1991 — 1993
Associate of Arts and Sciences (AAS), Business Administration and Management, General
J. P. Morgan July 1993 - Present
Skills
Securities, Wealth Management, Equities, Banking, Fixed Income, Asset Management, Mutual Funds, Investments, Wealth Management..., Private Banking, Credit, Asset Allocation, Loans, Corporate Finance, Risk Management, High Net Worth..., Financial Analysis, Investment Banking, Asset Managment, Fund Administration, Customer Service, Microsoft Excel, Trust Services
Education
Monroe Community College 1991 — 1993
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Will Ayres's J P Morgan Experience June 1987 - March 1989
Job Principal at Infinia Group
Industry Marketing and Advertising
Experience
Infinia Group 2005 - Present
Enterprise IG (now The Brand Union) June 1995 - April 2005
Siegel & Gale March 1989 - June 1995
J. P. Morgan June 1987 - March 1989
Anspach Grossman Portugal June 1983 - June 1987
Skills
Brand Architecture, Corporate Identity, Creative Direction, Corporate Branding, Art Direction, Visual Communication, Brand Development, Creative Strategy, Interaction Design, Branding & Identity, Graphic Design, Design Strategy, Brand Implementation, Adobe Creative Suite, Concept Development, Packaging, Typography, Experience Design, CRM, Communication Design, Brochures, Logo Design, Information Design, Illustrator, Strategic Communications, User Interface Design, Book Design, Graphics, Information Architecture, User Experience, Illustration, Posters, Layout
Education
Rhode Island School of Design
BFA, Graphic Design
Infinia Group 2005 - Present
Enterprise IG (now The Brand Union) June 1995 - April 2005
Siegel & Gale March 1989 - June 1995
J. P. Morgan June 1987 - March 1989
Anspach Grossman Portugal June 1983 - June 1987
Skills
Brand Architecture, Corporate Identity, Creative Direction, Corporate Branding, Art Direction, Visual Communication, Brand Development, Creative Strategy, Interaction Design, Branding & Identity, Graphic Design, Design Strategy, Brand Implementation, Adobe Creative Suite, Concept Development, Packaging, Typography, Experience Design, CRM, Communication Design, Brochures, Logo Design, Information Design, Illustrator, Strategic Communications, User Interface Design, Book Design, Graphics, Information Architecture, User Experience, Illustration, Posters, Layout
Education
Rhode Island School of Design
BFA, Graphic Design
Jennifer Balestrery's J P Morgan Experience 1994 - 1999
Job Banker at JP Morgan
Industry Banking
Experience
JP Morgan January 2009 - Present
Barclays Capital 1999 - 2008
J P Morgan 1994 - 1999
First Chicago Corp. 1990 - 1994
Skills
Financial Services, Investment Advisory, Fixed Income, FX Options, Equities, Sales, Foreign Exchange, Hedge Funds, Investments, Relationship Management, Commodity, Prime Brokerage, Financial Modeling, Strategic Financial..., Alternative Investments, Structured Products, Business Development, Finance, Swaps, Investor Relations, Electronic Trading, Investment Banking, Interest Rate..., Private Equity, Investment Management, Market Data, Credit, Investment Strategies, Equity Derivatives, Bloomberg, High Yield, Valuation, Corporate Finance, Mergers, Mergers & Acquisitions, Capital Markets, Asset Allocation, Mutual Funds, Series 7, Financial Institutions, Equity Research, Wealth Management, Securities, Options, Series 24, Due Diligence, Financial Markets, Bonds, Structured Finance, Trading
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance, Marketing
Wellesley College 1986 — 1990
BA, Economics, Spanish
JP Morgan January 2009 - Present
Barclays Capital 1999 - 2008
J P Morgan 1994 - 1999
First Chicago Corp. 1990 - 1994
Skills
Financial Services, Investment Advisory, Fixed Income, FX Options, Equities, Sales, Foreign Exchange, Hedge Funds, Investments, Relationship Management, Commodity, Prime Brokerage, Financial Modeling, Strategic Financial..., Alternative Investments, Structured Products, Business Development, Finance, Swaps, Investor Relations, Electronic Trading, Investment Banking, Interest Rate..., Private Equity, Investment Management, Market Data, Credit, Investment Strategies, Equity Derivatives, Bloomberg, High Yield, Valuation, Corporate Finance, Mergers, Mergers & Acquisitions, Capital Markets, Asset Allocation, Mutual Funds, Series 7, Financial Institutions, Equity Research, Wealth Management, Securities, Options, Series 24, Due Diligence, Financial Markets, Bonds, Structured Finance, Trading
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance, Marketing
Wellesley College 1986 — 1990
BA, Economics, Spanish
Ashley Singh's J P Morgan Experience 2004 - 2007
Job xxxxx at Verizon Communications
Industry Telecommunications
Experience
Verizon Communications April 2009 - Present
du 2007 - 2008
J P Morgan 2004 - 2007
Skills
Management, CRM, Operations Management, Team Building, Business Analysis, Business Development, Call Centers, Customer Service, Entrepreneurship, Leadership, Microsoft Office, Outsourcing, Process Improvement, Project Management, Sales, Team Leadership, Team Management, Training, Vendor Management
Education
Devi Ahilya Vishwavidyalaya 1997 — 2000
B.com, Accountancy
Verizon Communications April 2009 - Present
du 2007 - 2008
J P Morgan 2004 - 2007
Skills
Management, CRM, Operations Management, Team Building, Business Analysis, Business Development, Call Centers, Customer Service, Entrepreneurship, Leadership, Microsoft Office, Outsourcing, Process Improvement, Project Management, Sales, Team Leadership, Team Management, Training, Vendor Management
Education
Devi Ahilya Vishwavidyalaya 1997 — 2000
B.com, Accountancy
shilpa chaudhari's J P Morgan Experience February 2011 - August 2011
Job User Experience Designer
Industry Design
Experience
Freelance UX Design January 2013 - Present
J P Morgan February 2011 - August 2011
Vaishali Pradhan+Associates Architecture ,Interior ,Landscape Consultants June 2009 - October 2009
Subha Architects June 2007 - August 2007
Skills
Idea Generation, Visual Design, User Experience, Information Architecture, Interaction Design, User-centered Design, Graphic Design, Web Design, Design Strategy, User Interface Design, User Experience Design, Experience Design, User Interface, Persona, Heuristic Evaluation, Wireframes, User Research
Education
National Institute of Design 2009 — 2011
Post Graduate Diploma, Design for Digital Experience
University of Pune 2004 — 2008
Bachelor of Design (B.Des)
Freelance UX Design January 2013 - Present
J P Morgan February 2011 - August 2011
Vaishali Pradhan+Associates Architecture ,Interior ,Landscape Consultants June 2009 - October 2009
Subha Architects June 2007 - August 2007
Skills
Idea Generation, Visual Design, User Experience, Information Architecture, Interaction Design, User-centered Design, Graphic Design, Web Design, Design Strategy, User Interface Design, User Experience Design, Experience Design, User Interface, Persona, Heuristic Evaluation, Wireframes, User Research
Education
National Institute of Design 2009 — 2011
Post Graduate Diploma, Design for Digital Experience
University of Pune 2004 — 2008
Bachelor of Design (B.Des)
Ron Durham's J P Morgan Experience 2001 - 2006
Job Financial Services
Industry Financial Services
Experience
Lifetime Financial Growth February 2011 - Present
Sun Trust 2005 - 2006
J P Morgan 2001 - 2006
Skills
Financial Planners, Estate Planning, Strategic Financial..., Insurance, Investments, Asset Managment, Finance, Employee Benefits, Strategic Planning, Business Planning, Business Strategy, Customer Service
Education
University of Kentucky 1983 — 1987
Bachelor, Accounting
Franklin County High School
Lifetime Financial Growth February 2011 - Present
Sun Trust 2005 - 2006
J P Morgan 2001 - 2006
Skills
Financial Planners, Estate Planning, Strategic Financial..., Insurance, Investments, Asset Managment, Finance, Employee Benefits, Strategic Planning, Business Planning, Business Strategy, Customer Service
Education
University of Kentucky 1983 — 1987
Bachelor, Accounting
Franklin County High School
margaret dawson's J P Morgan Experience November 1994 - September 2001
Job TBA
Industry International Affairs
Experience
The Moore School of Business, University of South Carolina July 2011 - March 2013
Citi October 2001 - July 2009
J P Morgan November 1994 - September 2001
Chemical Bank May 1984 - October 1994
Skills
Business Strategy, Management, Securities, Strategy, Financial Analysis, Investments, Risk Management, Corporate Finance, Leadership, Management Consulting, Analysis, Business Planning, Start-ups
Education
Loughborough University 1973 — 1977
BSc, Sociology and Social Psychology
The Moore School of Business, University of South Carolina July 2011 - March 2013
Citi October 2001 - July 2009
J P Morgan November 1994 - September 2001
Chemical Bank May 1984 - October 1994
Skills
Business Strategy, Management, Securities, Strategy, Financial Analysis, Investments, Risk Management, Corporate Finance, Leadership, Management Consulting, Analysis, Business Planning, Start-ups
Education
Loughborough University 1973 — 1977
BSc, Sociology and Social Psychology
Jo Ann Zino's J P Morgan Experience August 2006 - December 2009
Job Business Development Manager Financial Services at Shearman & Sterling LLP
Industry Banking
Experience
Shearman & Sterling LLP September 2015 - Present
Grant Thornton LLP August 2014 - August 2015
J. P. Morgan - Treasury Services February 2010 - June 2014
J. P. Morgan August 2006 - December 2009
JPMorgan Chase Bank, NA - Asset Servicing February 2005 - August 2006
JPMorgan Chase & Co. February 2003 - February 2005
JPMorgan Chase & Co. June 2000 - February 2003
Skills
Venture Capital, Hedge Funds, Mergers & Acquisitions, Alternative Investments, Banking, Corporate Finance, Mergers, Securities, Finance, Financial Modeling, Investor Relations, Investment Banking, Asset Management, Equities
Education
Hofstra University 2003 — 2005
MBA, Banking and Finance
Shearman & Sterling LLP September 2015 - Present
Grant Thornton LLP August 2014 - August 2015
J. P. Morgan - Treasury Services February 2010 - June 2014
J. P. Morgan August 2006 - December 2009
JPMorgan Chase Bank, NA - Asset Servicing February 2005 - August 2006
JPMorgan Chase & Co. February 2003 - February 2005
JPMorgan Chase & Co. June 2000 - February 2003
Skills
Venture Capital, Hedge Funds, Mergers & Acquisitions, Alternative Investments, Banking, Corporate Finance, Mergers, Securities, Finance, Financial Modeling, Investor Relations, Investment Banking, Asset Management, Equities
Education
Hofstra University 2003 — 2005
MBA, Banking and Finance
Lisa Yankou's J P Morgan Experience February 2010 - August 2010
Job Financial Services Professional
Industry Financial Services
Experience
Deloitte July 2012 - Present
J. P. Morgan February 2010 - August 2010
Goldman Sachs July 2008 - December 2008
Huntington Equity Fund Northeastern University January 2007 - May 2008
Merrill Lynch July 2007 - December 2007
Sony Music Entertainment 2003 - 2003
Skills
Derivatives, Trading Systems, Portfolio Management, Equities
Education
Northeastern University
Bachelor of Science Degree, Business Administration; Finance and Insurance, Marketing
Scarsdale High School
Deloitte July 2012 - Present
J. P. Morgan February 2010 - August 2010
Goldman Sachs July 2008 - December 2008
Huntington Equity Fund Northeastern University January 2007 - May 2008
Merrill Lynch July 2007 - December 2007
Sony Music Entertainment 2003 - 2003
Skills
Derivatives, Trading Systems, Portfolio Management, Equities
Education
Northeastern University
Bachelor of Science Degree, Business Administration; Finance and Insurance, Marketing
Scarsdale High School
Marlene Fahey's J P Morgan Experience November 1982 - August 1994
Job Financial Services Professional
Industry Financial Services
Experience
U.S. Bank N.A. 1994 - 2009
US Bancorp 1994 - 2009
J P Morgan November 1982 - August 1994
JP Morgan 1982 - 1994
Education
Princeton University 1978 — 1982
M.A., German
The University of Göttingen 1977 — 1978
German Literature
University of Pennsylvania 1973 — 1977
BA, German, International Relations
U.S. Bank N.A. 1994 - 2009
US Bancorp 1994 - 2009
J P Morgan November 1982 - August 1994
JP Morgan 1982 - 1994
Education
Princeton University 1978 — 1982
M.A., German
The University of Göttingen 1977 — 1978
German Literature
University of Pennsylvania 1973 — 1977
BA, German, International Relations
Patricia Morton's J P Morgan Experience 1978 - 1994
Job Founder at PRM Advisors
Industry Investment Management
Experience
PRM Advisors 2009 - Present
Franklin Street Partners 2001 - 2009
Deutsche Bank Alex Brown 1994 - 2001
J P Morgan 1978 - 1994
Skills
Private Equity, Alternative Investments, Investments, Portfolio Management, Venture Capital, Hedge Funds
Education
Duke University 1973 — 1977
BA, Political Science/Economics
PRM Advisors 2009 - Present
Franklin Street Partners 2001 - 2009
Deutsche Bank Alex Brown 1994 - 2001
J P Morgan 1978 - 1994
Skills
Private Equity, Alternative Investments, Investments, Portfolio Management, Venture Capital, Hedge Funds
Education
Duke University 1973 — 1977
BA, Political Science/Economics
Kollie Pewu's J P Morgan Experience November 2010 - December 2010
Job Financial Services
Industry Financial Services
Experience
John Leonard Employment Services, Inc. September 2014 - February 2015
J.P. Morgan January 2012 - November 2012
Tamee's Catering January 2011 - December 2011
J. P. Morgan November 2010 - December 2010
State Street Corporation October 2004 - March 2010
Skills
Accounting, Leadership, Portfolio Management, Financial Analysis, Bloomberg, Equities, Derivatives, Banking, Financial Services, Finance, Risk Management, Foreign Currency..., Emerging Markets, Microsoft Excel
Education
Northeastern University
Bachelor of Science Business Administration, Finance and Insurance
Northeastern University
Bachelor of Science (B.S.), Finance and Insurance
John Leonard Employment Services, Inc. September 2014 - February 2015
J.P. Morgan January 2012 - November 2012
Tamee's Catering January 2011 - December 2011
J. P. Morgan November 2010 - December 2010
State Street Corporation October 2004 - March 2010
Skills
Accounting, Leadership, Portfolio Management, Financial Analysis, Bloomberg, Equities, Derivatives, Banking, Financial Services, Finance, Risk Management, Foreign Currency..., Emerging Markets, Microsoft Excel
Education
Northeastern University
Bachelor of Science Business Administration, Finance and Insurance
Northeastern University
Bachelor of Science (B.S.), Finance and Insurance
Linda Graef Jones's J P Morgan Experience 1977 - 1986
Job Private Client Sales Executive at Personal Risk Management Solutions
Industry Insurance
Experience
Personal Risk Management Solutions May 2009 - Present
J P Morgan 1977 - 1986
Skills
Property & Casualty..., Umbrella Insurance, Fine Art and Jewelry..., Risk Management, Financial Modeling, Investments, Portfolio Management, Strategic Financial..., Financial Risk, Mergers & Acquisitions, Alternative Investments, Financial Services, Equities, Asset Management, Securities, Wealth Management, Fixed Income, Capital Markets, Bonds, Marketing
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance
Duke University 1971 — 1975
BA, Economics
Personal Risk Management Solutions May 2009 - Present
J P Morgan 1977 - 1986
Skills
Property & Casualty..., Umbrella Insurance, Fine Art and Jewelry..., Risk Management, Financial Modeling, Investments, Portfolio Management, Strategic Financial..., Financial Risk, Mergers & Acquisitions, Alternative Investments, Financial Services, Equities, Asset Management, Securities, Wealth Management, Fixed Income, Capital Markets, Bonds, Marketing
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Finance
Duke University 1971 — 1975
BA, Economics
Matt Loreman's J P Morgan Experience July 2005 - 2013
Job VP @ Evercore
Industry Investment Banking
Experience
Evercore 2013 - Present
J. P. Morgan July 2005 - 2013
Education
Rice University 2001 — 2005
BFT
Evercore 2013 - Present
J. P. Morgan July 2005 - 2013
Education
Rice University 2001 — 2005
BFT
Kyndra Landgraff's J P Morgan Experience August 2002 - August 2006
Job Experienced Insurance Agent
Industry Insurance
Experience
Landgraff Financial, LLC April 2015 - Present
Silveus Insurance Partners June 2011 - September 2014
State Farm Agent April 2010 - April 2011
Chase Home Finance August 2006 - January 2009
J P Morgan August 2002 - August 2006
Chase Bank 1999 - 2002
Education
Ball State University - College of Business 1995 — 1999
BS, Finance
Landgraff Financial, LLC April 2015 - Present
Silveus Insurance Partners June 2011 - September 2014
State Farm Agent April 2010 - April 2011
Chase Home Finance August 2006 - January 2009
J P Morgan August 2002 - August 2006
Chase Bank 1999 - 2002
Education
Ball State University - College of Business 1995 — 1999
BS, Finance
Akshata Nayak (CAPM)'s J P Morgan Experience September 2011 - April 2012
Job QA Specialist at Intouch Solutions
Industry Information Technology and Services
Experience
Intouch Solutions March 2012 - Present
J P Morgan September 2011 - April 2012
Sprint/Ericsson 2006 - 2010
JM Neil Consulting/Sprint April 2006 - October 2006
Bank of America December 2005 - April 2006
Wilson Lighting January 2005 - July 2005
Consulting Engineer and Architects May 1999 - January 2003
Education
Johnson County Community College 2009 — 2010
Project Management
K.L. E Society Institute 1998 — 2002
Diploma, Interior Design
Intouch Solutions March 2012 - Present
J P Morgan September 2011 - April 2012
Sprint/Ericsson 2006 - 2010
JM Neil Consulting/Sprint April 2006 - October 2006
Bank of America December 2005 - April 2006
Wilson Lighting January 2005 - July 2005
Consulting Engineer and Architects May 1999 - January 2003
Education
Johnson County Community College 2009 — 2010
Project Management
K.L. E Society Institute 1998 — 2002
Diploma, Interior Design
Dolphin Reddy's J P Morgan Experience March 2005 - Present
Job Admin at J P Morgan
Industry Financial Services
Experience
J P Morgan March 2005 - Present
Skills
Administration, Customer Service, Microsoft Office, Excel, Long Term Care
Education
Mumbai University
Bachaler of Commerce
J P Morgan March 2005 - Present
Skills
Administration, Customer Service, Microsoft Office, Excel, Long Term Care
Education
Mumbai University
Bachaler of Commerce
Edmond Sannini's J P Morgan Experience February 1984 - November 2001
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Senior VIce PresidentFreddie MacDecember 2001 - April 2004
J P Morgan February 1984 - November 2001
Education
University of Delaware - Lerner College of Business and Economics 1974 — 1978
BS Actg
Morgan Stanley Senior VIce PresidentFreddie MacDecember 2001 - April 2004
J P Morgan February 1984 - November 2001
Education
University of Delaware - Lerner College of Business and Economics 1974 — 1978
BS Actg
Kelly Ann Sauchelli's J P Morgan Experience 1988 - 1998
Job Human Resources at The Prudential Center NJ Devils
Industry Human Resources
Experience
Regeneron Pharmaceuticals November 2013 - January 2014
NJ Devils 2014 - 2014
NJ Devils 2014 - 2014
NJ Devils 2014 - 2014
Novartis Pharmaceuticals November 2012 - November 2013
Hoffmann-LaRoche 2008 - 2012
J. P. Morgan 1988 - 1998
Skills
Human Resources, Talent Acquisition, Talent Management, Recruiting, Deferred Compensation, Onboarding, Applicant Tracking..., College Recruiting, Succession Planning
Education
Villanova University 2010 — 2011
Human Resources Masters Certificate
Penn State University 1984 — 1988
BA, Political Science
Regeneron Pharmaceuticals November 2013 - January 2014
NJ Devils 2014 - 2014
NJ Devils 2014 - 2014
NJ Devils 2014 - 2014
Novartis Pharmaceuticals November 2012 - November 2013
Hoffmann-LaRoche 2008 - 2012
J. P. Morgan 1988 - 1998
Skills
Human Resources, Talent Acquisition, Talent Management, Recruiting, Deferred Compensation, Onboarding, Applicant Tracking..., College Recruiting, Succession Planning
Education
Villanova University 2010 — 2011
Human Resources Masters Certificate
Penn State University 1984 — 1988
BA, Political Science
Gregory Gilbreath's J P Morgan Experience May 1994 - June 2005
Job Special Assets Senior Relationship Manager
Industry Financial Services
Experience
US Bank September 2008 - Present
Wachovia June 2005 - July 2008
J P Morgan May 1994 - June 2005
Bank of America December 1986 - April 1994
Skills
Real Estate, Asset, Corporate Finance, Loans, Commercial Banking, Commercial Real Estate, Credit Analysis, Credit, Commercial Lending, Portfolio Management, Commercial Mortgages, Loan Origination, Real Estate Economics, Real Estate Financing, Cash Management, Credit Risk, Financial Analysis, Lines Of Credit, Risk Management, Construction Loans, Finance, Mortgage Lending, Underwriting, Investments, Banking, Investment Properties
Education
Arizona State University
Bachelor of Science in Business Administration, Accounting
Saguaro High School
US Bank September 2008 - Present
Wachovia June 2005 - July 2008
J P Morgan May 1994 - June 2005
Bank of America December 1986 - April 1994
Skills
Real Estate, Asset, Corporate Finance, Loans, Commercial Banking, Commercial Real Estate, Credit Analysis, Credit, Commercial Lending, Portfolio Management, Commercial Mortgages, Loan Origination, Real Estate Economics, Real Estate Financing, Cash Management, Credit Risk, Financial Analysis, Lines Of Credit, Risk Management, Construction Loans, Finance, Mortgage Lending, Underwriting, Investments, Banking, Investment Properties
Education
Arizona State University
Bachelor of Science in Business Administration, Accounting
Saguaro High School
Carmen Sisnett's J P Morgan Experience 1994 - 2013
Job Clearance Associate
Industry Financial Services
Experience
Financial Services July 2013 - Present
j p morgan 1994 - 2013
Skills
Banking, Relationship Management, Credit, Credit Risk, Credit Analysis, Commercial Banking, Financial Risk, Fixed Income, Portfolio Management, Team Building, Microsoft Excel
Education
LIU Brooklyn
University of Phoenix
Bachelor of Science (BS), Business Administration, Management and Operations
Financial Services July 2013 - Present
j p morgan 1994 - 2013
Skills
Banking, Relationship Management, Credit, Credit Risk, Credit Analysis, Commercial Banking, Financial Risk, Fixed Income, Portfolio Management, Team Building, Microsoft Excel
Education
LIU Brooklyn
University of Phoenix
Bachelor of Science (BS), Business Administration, Management and Operations
S Lane Genatowski's J P Morgan Experience April 1991 - September 2000
Job Dividend Income Advsors, LLC
Industry Investment Management
Experience
Dividend Income Advsors, LLC December 2012 - Present
Wells Fargo Securities June 2003 - October 2012
Banc of America Securities September 2000 - September 2002
J P Morgan April 1991 - September 2000
Kidder Peabody April 1981 - 1991
Skills
Capital Markets, Private Equity, Mergers & Acquisitions, Financial Modeling, Financial Structuring, Project Finance, Investment Banking, Structured Finance, Corporate Finance, Mergers, Due Diligence, Energy, Investments, Leveraged Finance, Valuation, Asset Management, Venture Capital, Strategy, Emerging Markets, Securities, Alternative Investments, Equities, Financial Analysis, Management, Finance, Portfolio Management
Education
Fordham University School of Law 1973 — 1976
JD, Law
City University of New York-Hunter College 1969 — 1973
AB, Economics, Dean's List
Dividend Income Advsors, LLC December 2012 - Present
Wells Fargo Securities June 2003 - October 2012
Banc of America Securities September 2000 - September 2002
J P Morgan April 1991 - September 2000
Kidder Peabody April 1981 - 1991
Skills
Capital Markets, Private Equity, Mergers & Acquisitions, Financial Modeling, Financial Structuring, Project Finance, Investment Banking, Structured Finance, Corporate Finance, Mergers, Due Diligence, Energy, Investments, Leveraged Finance, Valuation, Asset Management, Venture Capital, Strategy, Emerging Markets, Securities, Alternative Investments, Equities, Financial Analysis, Management, Finance, Portfolio Management
Education
Fordham University School of Law 1973 — 1976
JD, Law
City University of New York-Hunter College 1969 — 1973
AB, Economics, Dean's List
Debbie Eustace's J P Morgan Experience July 1982 - Present
Job Project Manager Professional (PMP)
Industry Financial Services
Experience
J P Morgan July 1982 - Present
Skills
PMP, MPM, Requirements Analysis, Software Project..., Business Analysis, Vendor Management, SDLC, Requirements Gathering, Agile Project Management, Business Requirements, Project Delivery, Banking, PMO, Project Management, Management, Process Improvement, Risk Management, Financial Services
Education
Amberton University
J P Morgan July 1982 - Present
Skills
PMP, MPM, Requirements Analysis, Software Project..., Business Analysis, Vendor Management, SDLC, Requirements Gathering, Agile Project Management, Business Requirements, Project Delivery, Banking, PMO, Project Management, Management, Process Improvement, Risk Management, Financial Services
Education
Amberton University
Brian Pasacrita's J P Morgan Experience October 2001 - July 2013
Job Accountant at Tower Capital Management
Industry Financial Services
Experience
Tower Capital Management, LLC July 2013 - Present
J. P. Morgan October 2001 - July 2013
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Corporate Finance, Internal Controls, Cash Management, General Ledger, Banking, Fund Accounting, Financial Statements, GAAP, Financial Audits, Cash Flow, Microsoft Office, Microsoft Excel
Education
Seton Hall University 1983 — 1994
Bachelor's degree, Accounting
Middlesex County College 1979 — 1981
Associate of Arts and Sciences (AAS), Accounting
Tower Capital Management, LLC July 2013 - Present
J. P. Morgan October 2001 - July 2013
Skills
Financial Analysis, Financial Reporting, Accounting, Account Reconciliation, Financial Accounting, Corporate Finance, Internal Controls, Cash Management, General Ledger, Banking, Fund Accounting, Financial Statements, GAAP, Financial Audits, Cash Flow, Microsoft Office, Microsoft Excel
Education
Seton Hall University 1983 — 1994
Bachelor's degree, Accounting
Middlesex County College 1979 — 1981
Associate of Arts and Sciences (AAS), Accounting
Margaret Keegan's J P Morgan Experience April 1998 - March 1999
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
The Chester County Hospital September 2011 - Present
The Chester County Hospital 2011 - Present
DYNAMIC MORTGAGE INC January 2003 - January 2005
CertainTeed Corporation March 1999 - January 2003
J. P. MORGAN April 1998 - March 1999
J.P. Morgan January 1997 - April 1998
U.S. District Court March 1996 - January 1997
J.P. Morgan June 1993 - March 1996
Education
Delaware County Community College 2010 — 2012
Associates Degree, Nursing
WEST CHESTER UNIVERSITY 1991 — 1993
M.B.A, Economics and Finance
WEST CHESTER UNIVERSITY 1987 — 1991
B.S, Economics
The Chester County Hospital September 2011 - Present
The Chester County Hospital 2011 - Present
DYNAMIC MORTGAGE INC January 2003 - January 2005
CertainTeed Corporation March 1999 - January 2003
J. P. MORGAN April 1998 - March 1999
J.P. Morgan January 1997 - April 1998
U.S. District Court March 1996 - January 1997
J.P. Morgan June 1993 - March 1996
Education
Delaware County Community College 2010 — 2012
Associates Degree, Nursing
WEST CHESTER UNIVERSITY 1991 — 1993
M.B.A, Economics and Finance
WEST CHESTER UNIVERSITY 1987 — 1991
B.S, Economics
Deneen Pritchett's J P Morgan Experience August 2013 - February 2014
Job Financial Services Professional
Industry Financial Services
Experience
an July 2013 - Present
J P Morgan August 2013 - February 2014
Fireside Bank 2004 - 2011
Skills
Credit, Outlook, Customer Service, Microsoft Excel, Training, Management, Sales, Microsoft Word, Process Improvement, Leadership, Negotiation, Call Centers, Data Entry, Accounting, Invoicing, Customer Satisfaction
Education
City College of San Francisco 1982 — 1983
No Degree, General Studies
city college of san francisco ca 1982 — 1983
woodrow wilson high school 1979 — 1982
high school diploma, General Studies
an July 2013 - Present
J P Morgan August 2013 - February 2014
Fireside Bank 2004 - 2011
Skills
Credit, Outlook, Customer Service, Microsoft Excel, Training, Management, Sales, Microsoft Word, Process Improvement, Leadership, Negotiation, Call Centers, Data Entry, Accounting, Invoicing, Customer Satisfaction
Education
City College of San Francisco 1982 — 1983
No Degree, General Studies
city college of san francisco ca 1982 — 1983
woodrow wilson high school 1979 — 1982
high school diploma, General Studies
Mary Lou Rappaport's J P Morgan Experience February 2014 - June 2014
Job Underwriter at Wintrust Mortgage
Industry Banking
Experience
Wintrust Mortgage July 2014 - Present
J P Morgan February 2014 - June 2014
SunTrust Mortgage May 1999 - December 2013
Skills
Knowledgeable in..., Excellent training..., Proficient in DU/LP, Mortgage Lending, Underwriting, Mortgage Banking, Loans, Loan Origination, Refinance, FHA, Credit, Residential Mortgages, Credit Analysis, USDA, VA loans, Consumer Lending, Banking, Mortgage Underwriting, FHA financing
Education
Eastern Illinois University
BS
Wintrust Mortgage July 2014 - Present
J P Morgan February 2014 - June 2014
SunTrust Mortgage May 1999 - December 2013
Skills
Knowledgeable in..., Excellent training..., Proficient in DU/LP, Mortgage Lending, Underwriting, Mortgage Banking, Loans, Loan Origination, Refinance, FHA, Credit, Residential Mortgages, Credit Analysis, USDA, VA loans, Consumer Lending, Banking, Mortgage Underwriting, FHA financing
Education
Eastern Illinois University
BS
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS