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. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Graham Windham August 2014 - Present
Aon Risk Solutions October 2012 - August 2013
J.P. Morgan October 2011 - October 2012
Staples November 2007 - February 2009
Skills
Photoshop, InDesign, Illustrator, PowerPoint, Dreamweaver, Microsoft Excel, Microsoft Word, MS Project, Salesforce.com, PeopleSoft, Unicru, GiftWorks, AS400 Administration, Workflow Exchange, Xerox Freeflow, Network For Good, Cash Management, Donor Acquisition, Employee Training, Recruiting, Customer Retention, Account Management, Finance, Money Management, Cash Operations, Customer Service, Data Entry, Research, Inventory Management, Social Networking, Leadership, Outlook, Training, Management, CRM, Sales, Fundraising, Time Management
Education
Berkeley College 2009 — 2010
AAS
Brooklyn Job Corps Academy 2007 — 2007
Certification
CEB October 2015 - Present
CEB October 2013 - September 2015
CEB October 2011 - September 2013
Corporate Executive Board November 2009 - October 2011
JayPee Capital services Ltd. May 2009 - November 2009
United Stock Exchange of India May 2009 - July 2009
J.P. Morgan March 2008 - May 2008
Skills
Enterprise Risk..., Strategic Consulting, Risk Assessment, Risk, Derivatives, Equities, Scenario Analysis, Financial Risk, Trading, Analysis, Risk Management, Strategy, Finance, Business Development, Market Research
Education
Indian Institute of Management, Calcutta 2007 — 2009
PGDM, Management
Bharati Vidyapeeth 2003 — 2007
B.E., Computer Engineering
St Joseph's Academy, Dehradun 1989 — 2002
ISCE, Science, Maths, Computers
J.P. Morgan January 2015 - Present
Ernst & Young December 2012 - Present
JPMorgan Chase November 2011 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Visio, QuickBooks, Photoshop, Quickbooks, Lotus Notes, IBM iSeries, E-Views, Insurance Claims, Mortgage Banking, Financial Services, Insurance, Customer Service, Financial Analysis, Business Analysis, Management, Accounting, Time Management, Analysis, Invoicing, Finance, Data Analysis, Banking, Outlook, Risk Management, Microsoft Office, Coaching, Leadership, Retail, Training, Spreadsheets, Economics, Teamwork, Sales, Forecasting, Team Building, Entrepreneurship, Financial Modeling, Visio
Education
Binghamton University 2007 — 2010
Bachelor of Science (B.S.), Financial Economics
Pennsylvania State University-Penn State Altoona 2006 — 2007
Bachelor's Degree
Wedbush Securities June 2014 - August 2014
J.P. Morgan September 2011 - May 2013
Absolute Electrical Contracting, Inc. October 2008 - August 2010
Citi 2006 - 2007
Skills
Re-engineering..., Project Management, Strategy, Operations Improvement, Business Process..., Anti Money Laundering, KYC, Creative Problem Solving, Process Improvement, Fixed Income, Derivatives, Capital Markets, Investment Banking, Credit Derivatives, Valuation, Management, Financial Modeling, Financial Analysis, Finance, Due Diligence, Data Analysis, Corporate Finance
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Binghamton University 2004 — 2008
Bachelor of Science (B.S.), Industrial and Systems Engineering
University of Economics in Prague 2007 — 2007
Summer Abroad - International Business Program
J.P. Morgan February 2014 - Present
JPMorgan Chase June 2013 - February 2014
T3 Trading Group, LLC December 2012 - January 2013
New York City Department of Parks and Recreations May 2009 - August 2012
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Bloomberg Terminal, Data Analysis, Financial Analysis, Access, Risk Management, Banking, Training
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Finance and Economics
Chaminade High School 2005 — 2009
J.P. Morgan July 2013 - Present
Bentley University September 2012 - May 2013
Goldman Sachs May 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Kraft Group, New England Patriots and New England Revolution August 2009 - May 2011
Bentley University June 2010 - July 2010
S & K Valet March 2008 - June 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Outlook, Marketing, Time Management, PowerPoint, Data Analysis, Financial Analysis, Microsoft Word, Public Speaking, Event Planning, Research, Bloomberg, SPSS, Finance
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Finance
Rouen Business School 2011 — 2011
Finance
Collaborative Consulting October 2006 - October 2012
Boston Capital May 2000 - October 2006
J.P. Morgan 1999 - May 2000
Skills
Financial Analysis, Business, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Risk, Due Diligence, Visio, Commission Plans, Utilization Review, Return on Investment, LIHTC, Real Estate Acquisitions, PowerPoint, Gross Margin, Legal Documents, Underwriting, Financial Modeling, Corporate Finance, Finance, Presentations, Investments, National Honor Society, Law Minor, Marketability, Business Strategy, Process Efficiency, Procedure Manuals, Organization, Multi Tasking, Capital Budgeting, Financial Reporting, Business Analysis, Equities, Forecasting, Valuation
Education
McCallum Graduate School of Business, Bentley University 2000 — 2003
Master of Business Administration, Finance
Bentley University 1996 — 2000
Bachelor of Science, Finance
J.P. Morgan June 1994 - Present
Skills
Roadshows, Investment Banking, Equities, Marketing, Financial Services, Banking, Finance, Strategy
Education
Berkeley College 1991 — 1994
Associate's degree, Office Management and Supervision
South Carolina State University 1989 — 1991
Business Administration and Management, General
Bentley University September 2013 - Present
GE Capital June 2014 - August 2014
J.P. Morgan June 2012 - July 2012
Wildcraft June 2011 - July 2011
Skills
Teamwork, Communication, Problem Solving, Friendly Personality, Critical Thinking, Time Management, Team-oriented, People Skills, Data Analysis, Social Skills, Goal Oriented, Analytical Skills, PowerPoint, Microsoft Excel, Analysis, Microsoft Word, Research, Statistics, Accounting, Economics, Leadership, English, Social Networking
Education
Bentley University 2013 — 2017
BS, Business/Managerial Economics
J.P. Morgan February 2013 - August 2013
Skills
Immigration Law, Employment Law, Corporate Law, Tax Law
Education
University of San Francisco School of Law 2010 — 2014
Law
Bentley University 2008 — 2010
University of San Francisco
J.P. Morgan June 2014 - Present
Education
Bethel College-North Newton 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Zeta Psi Fraternity, Inc. December 2014 - Present
The Lower East Side Ecology Center June 2015 - September 2015
J.P. Morgan October 2014 - November 2014
Skills
Microsoft Word, Microsoft Excel, Evolutionary Biology, PowerPoint, Swim Instruction, Microsoft Office, Recruiting, SPSS, Data Analysis, Statistics, Community Outreach, Critical Thinking, Teaching, Public Speaking
Education
Binghamton University 2012 — 2016
Bachelor of Science (BS), Biochemistry
Brooklyn Technical High School 2008 — 2012
High School Diploma
BNY Mellon May 2008 - Present
J.P. Morgan June 2006 - May 2008
State Street July 2000 - April 2006
Education
Bentley University 1993 — 1998
Bachelor's degree, Marketing
J.P. Morgan July 2011 - Present
Skills
Bloomberg, Equities, Financial Modeling, Fixed Income, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Investments, Finance, Portfolio Management, Microsoft Office, Management, Valuation
Education
Bentley University 2009 — 2011
Bachelor's degree, Accounting and Finance
J.P. Morgan June 2015 - Present
Hughey Center for Financial Services November 2013 - May 2015
UBS Wealth Management December 2013 - February 2015
Bentley Microfinance Group January 2013 - January 2015
SMB-Capital June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Exchange, Microsoft Publisher, Sales, PowerPoint, Outlook, Bloomberg
Education
Bentley University 2012 — 2016
Bachelor of Applied Science (BASc), Economics and Finance
North Haven High School 2008 — 2012
Nomura Securities March 2014 - Present
Credit Suisse June 2002 - March 2014
Robertson Stephens January 2000 - May 2002
J.P. Morgan October 1996 - January 2000
Fidelity Investments July 1994 - October 1996
Skills
Equities, Fixed Income, Derivatives, Trading Systems, Hedge Funds, Capital Markets, Investment Banking, Electronic Trading, Financial Markets, Trading, FX Options, Equity Derivatives, Bloomberg, Equity Trading, Prime Brokerage, FX trading
Education
Bentley University 1990 — 1994
Bachelor of Science (BS)
Northeast Retirement Services May 2015 - Present
J.P. Morgan November 2014 - May 2015
Citigroup April 2008 - November 2014
Bank of America May 2007 - July 2007
Skills
Fund Accounting, Hedge Funds, Financial Services, Bloomberg, Fund Administration, Alternative Investments, Mutual Funds, Equities, Corporate Actions, Account Reconciliation
Education
Bentley University 2004 — 2008
Bachelor of Science, Economics-Finance
J.P. Morgan August 2014 - Present
Deutsche Bank July 2009 - August 2014
Education
Binghamton University 2005 — 2009
Bachelor of Science (B.S.), Finance/Marketing
Burger King Corporation June 2014 - Present
Burger King Corporation September 2013 - June 2014
J.P. Morgan June 2010 - September 2013
J.P. Morgan June 2009 - August 2009
Clear Horizon Research June 2008 - August 2008
Skills
Investment Banking, Valuation, Capital Structure, Capital Markets, LBO, Financial Modeling, Emerging Markets, Financial Advisory, Private Equity, Corporate Finance
Education
Bentley University
GE December 2014 - Present
GE July 2012 - November 2014
J.P. Morgan August 2011 - May 2012
Deloitte January 2011 - August 2011
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Business Valuation, Investment Banking, Capital Markets, Project Finance, Financial Audits, Managerial Finance, Finance, Mergers & Acquisitions, Analysis, Auditing
Education
Middle East Technical University 2005 — 2010
Bachelor of Science (BSc)
SUNY Binghamton 2005 — 2010
Bachelor of Science (BSc)
J.P. Morgan July 2014 - Present
Morgan Stanley March 2013 - April 2014
Morgan Stanley July 2012 - March 2013
Morgan Stanley October 2011 - July 2012
Goldman Sachs April 2011 - August 2011
Goldman Sachs December 2008 - April 2011
Goldman Sachs July 2004 - December 2008
Credit Suisse August 2003 - July 2004
Credit Suisse November 2001 - August 2003
Skills
Fixed Income, Trading, Capital Markets, Portfolio Management, Operations Management, Options, Derivatives, Finance, Banking, Equities, Financial Services, Management, Vendor Management, Investment Banking
Education
Binghamton University 1997 — 2001
Bachelor of Science, Financial Economics
Curtis High School
J.P. Morgan June 2015 - Present
New York University August 2013 - May 2015
JPMorgan Chase June 2014 - August 2014
New York University May 2013 - August 2013
Animated Storyboards February 2013 - August 2013
Camp Mountain Chai May 2012 - August 2012
Banque Privée Edmond de Rothschild February 2011 - April 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, QuickBooks, Facebook, English, Financial Analysis, Teamwork, Time Management, Outlook, Financial Modeling, Microsoft Office, Public Speaking, Research, Community Outreach, Finance, Management, Customer Service
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Bachelor of Science (BS), Finance, Management, 3.75
California State University-San Bernardino 2012 — 2012
Coursework, Expository Writing
Bentley University 2011 — 2012
Bachelor of Science (BS), Business, 3.88
Cognizant December 2003 - Present
eBay Inc June 2014 - Present
Citi May 2012 - May 2014
Wells Fargo December 2009 - April 2012
Wells Fargo July 2006 - November 2009
J.P. Morgan August 2005 - June 2006
Chase February 2005 - May 2005
Chase December 2003 - January 2005
Skills
C, Test Management, QA..., Web services testing, Interfaces testing E2E..., Quality Center, Test..., Test Automation using..., C++, Budgets, PowerPoint, Windows, Outlook, HTML, Software Project..., MS Project, Requirements Analysis, SQL, Web Testing, Software Integrations, Requirements Gathering, Agile Methodologies, Integration, Databases, Scrum, Business Analysis, SDLC, User Acceptance Testing, Quality Assurance, Testing, Management, Oracle
Education
Bharathidasan University 2000 — 2003
Master of Computer Applications (MCA), Computer Science
D G Vaishnav College, University of Madras 1997 — 2000
Bachelor's degree, Physics
Duke University September 2013 - December 2014
Quicken Loans May 2014 - August 2014
J.P. Morgan January 2014 - January 2014
Mercedes-Benz June 2012 - July 2012
Deutsche Bank November 2011 - June 2012
IBM Global Services August 2011 - September 2011
Fujitsu Technology Solutions June 2011 - July 2011
Skills
Visio, HTML, CSS, Microsoft Excel, Microsoft Office, Teamwork, OOP, Programming, Software Design, Mobile Applications, MySQL, Java, JavaScript, JSP development, Data Structures, Requirements Analysis, Data Mining, Eclipse, Networking, Databases, C, C++, x86 Assembly, Visual Basic, SQL, GTK+, VBA, XML, Android SDK, Linux, Computer Networks, OS, Microsoft Visio 2010, CSS Javascript, AJAX, DB2, Object Oriented Design, Operating Systems, Project Management, Analytical Skills, Leadership, JDBC, PowerPoint, Data Analysis, Access, Microsoft Word, Dreamweaver, FileMaker
Education
Duke University 2013 — 2014
MEM, Master of Engineering Management, 3.70 / 4.00
Istanbul Technical University 2009 — 2013
Bachelor of Engineering (BEng), Information Systems Engineering, 3.22 / 4.00
State University of New York at Binghamton 2009 — 2013
Bachelor of Science (BS), Information Systems, 3.40 / 4.00
Österreichisches Sankt Georgs-Kolleg (St.Georg Austrian High School) 2004 — 2009
High School Diploma, Science and Maths
UBS Hedge Fund Solutions LLC January 2014 - Present
UBS May 2012 - January 2014
J.P. Morgan July 2011 - May 2012
Coast Asset Management December 2007 - February 2011
Coast Asset Management December 2006 - December 2007
Coast Asset Management January 2006 - December 2006
State Street September 2005 - December 2005
State Street June 2004 - September 2005
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Fixed Income, Derivatives, Asset Management, Bloomberg, Portfolio Management, Valuation, Equities, Financial Modeling, Investments, Private Equity
Education
Bentley University 2000 — 2004
BA, International Studies; Cum Laude
Marshwood High School 1996 — 2000
J.P. Morgan July 2011 - Present
Nomura December 2008 - July 2011
Lehman Brothers August 2007 - December 2008
Morgan Stanley February 1998 - August 2007
Lehman Brothers April 1994 - February 1998
Loral Fairchild Aerospace September 1988 - April 1994
Raytheon-Sedco Systems June 1986 - September 1988
Skills
Trading Systems
Education
LIU Post 1990 — 1994
MBA, Management Information Systems
Binghamton University 1982 — 1986
BS, Physics
J.P. Morgan September 2010 - Present
Al Rajhi Bank May 2009 - June 2010
Citigroup December 2006 - March 2009
CITIGROUP / CITIMORTGAGE / CITI 2006 - 2009
Citibank April 2004 - November 2006
Citifinancial International 2004 - 2006
Citigroup June 2001 - March 2004
Citibank NA UAE March 1997 - March 2004
Citibank, UAE June 1997 - June 2001
CITIBANK - United Arab Emirates May 1997 - May 1999
Skills
Loans, Strategic Thinking, Retail Banking, Operational Risk..., Financial Risk, Marketing, Credit Cards, Banking, Credit, Credit Risk, Risk Management, Re-engineering, Portfolio Management, Quality Assurance, Operational Risk, Leadership, Change Management, Basel II, Enterprise Risk..., Payments, Finance, Strategy, Analysis, Auditing, Risk Assessment, AML, Internal Controls, Management, Corporate Governance, Mortgage Lending, Outsourcing, Executive Management, Team Management, Wealth Management, Financial Services, Fraud, Capital Markets, Investment Banking, Anti Money Laundering, Relationship Management, Business Analysis, Vendor Management, Business Process...
Education
Bharathiar University 1986 — 1988
MBA, Business Management - Marketing and Finance
Boys Town Public School 1978 — 1982
Wells Fargo Advisors December 2013 - Present
Bentley Investment Group September 2014 - October 2015
J.P. Morgan May 2015 - August 2015
Asset Alliance / Hedge Harbor May 2014 - September 2014
Covidien June 2013 - August 2013
Sullivan & Sweeney Law Firm July 2012 - September 2012
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg Software, Social Media, HTML, Photoshop, Java, FactSet, PPRM, MS Project, Microsoft Project
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Economics and Finance (Eco-FI, Senior
Canton High School 2008 — 2012
UBS Global Asset Management September 2012 - Present
J.P. Morgan January 2008 - April 2012
JPMorgan Chase September 2006 - January 2008
Morgan Stanley August 2005 - September 2006
Skills
Mutual Funds, Investments, Wealth Management, Management, CRM, Investment Strategies, Marketing Strategy, Sales, Portfolio Management, Series 7, Financial Advisory, Series 63, Uniform Combined State..., Securities, Alternative Investments, Asset Allocation
Education
Binghamton University 1999 — 2004
Bachelor of Science, Psychology
J.P. Morgan November 2012 - Present
Halfway Coherent Productions / Six13 January 2002 - Present
Skills
Project Management, Strategic Planning, Process Improvement, Workflow, Budgeting, Expenses, Logistics, Schedules, Event Planning, Change Management, Startups, Inventory Management, Technical Writing, Web Design, Competitive Analysis, ecommerce, Licensing, Grassroots Marketing, Media Production, Publishing Design, Creative Direction, Strategic Partnerships, Non-profit..., Music, Social Media, Publishing, Budgets, E-commerce, Social Networking, Program Management, Management, Entrepreneurship
Education
Binghamton University - School of Management 1999 — 2002
BS, Management / Marketing
Binghamton University 1998 — 2002
BA, Music
Ramapo High School 1995 — 1998
J.P. Morgan June 2013 - Present
Hughey Center for Financial Services May 2011 - April 2013
Bentley Investment Group September 2009 - April 2013
J.P. Morgan June 2012 - August 2012
SVB Financial Group May 2011 - August 2011
Education
Bentley University 2009 — 2013
Bachelor of Science in Economics-Finance; Liberal Studies Major in Earth, Environment, and Global Sustainability; Minor in Accountancy
Hopkins School 2005 — 2009
Cómico Inversiones August 2010 - Present
IronFX Global March 2014 - October 2014
Fidenza Asset Management November 2010 - February 2014
MSC Mediterranean Shipping Company NYC February 2010 - July 2010
J.P. Morgan October 2008 - October 2009
Skills
Investments, Equities, Financial Analysis, Banking, Portfolio Management, Fixed Income, Hedge Funds, Due Diligence, Management, Wealth Management, Finance, Sales, Mutual Funds, Trading, Relationship Management, Business Strategy
Education
Berkeley College 2005 — 2009
BA, International Business / Finance
Neuberger Berman January 2015 - Present
Orchard Square Partners October 2014 - January 2015
Ramius Capital Group July 2011 - October 2014
J.P. Morgan April 2010 - July 2011
J.P. Morgan April 2007 - April 2010
J.P. Morgan April 2005 - April 2007
Skills
Derivatives, Fixed Income, Trading, Hedge Funds, Investments, Finance, Bloomberg
Education
Binghamton University 2000 — 2004
Bachelor of Arts (B.A.), Economics
J.P. Morgan January 2014 - Present
Fareportal August 2012 - January 2014
Thomson Reuters January 2009 - March 2012
Reuters January 2007 - January 2009
Bowne May 1999 - December 2006
Skills
Agile Methodologies, Software Project..., SOA, Agile Project Management, Scrum, Web Services, Software Development, C#, SDLC, Microsoft SQL Server, XML, Requirements Analysis, ASP.NET, JIRA, JavaScript, .NET, Java, Enterprise Architecture, WCF, WPF
Education
State University of New York at Binghamton 1997 — 1999
Bachelor of Science (BS), Computer Science
J.P. Morgan December 2014 - Present
Skills
Business Intelligence, Data Warehousing, Data Modeling, SDLC, Requirements Analysis, Business Requirements
Education
University of Virginia 2009 — 2011
MS, Information Technology
Bharati Vidyapeeth 2003 — 2007
St Johns School 1982 — 2007
12th
Bank of America February 2010 - Present
Bank of America April 2005 - February 2010
J.P. Morgan January 2000 - April 2005
Deutsche Bank June 1998 - January 2000
Skills
Finance, Securitization, Structured Finance, Fixed Income, Loan Origination, Capital Markets, Credit, Structured Products, Derivatives, Investment Banking, Portfolio Management, Financial Risk, Equities, Financial Modeling, Risk Management
Education
Binghamton University 1994 — 1998
BA, Economics/Finance
J.P. Morgan April 2014 - Present
J.P. Morgan September 2012 - Present
JPMorgan Chase July 2010 - October 2012
StormHarbour Securities June 2009 - August 2009
First Brokers Securities May 2008 - August 2008
Education
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance and Accounting and Liberal Studies
University College Dublin 2008 — 2008
Education Abroad Program, Fall 2008, Quinn School of Business
Wells Fargo Prime Services July 2015 - Present
J.P. Morgan July 2006 - July 2015
Skills
Equities, Capital Markets, Investment Banking, Series 7, Fixed Income, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Financial Services, Bloomberg, Investments, Options, Portfolio Management, Securities, Series 63, Trading, Trading Systems, Finance, Prime Brokerage, Business Analysis, Financial Markets, Electronic Trading
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance and Management
State University of New York at Binghamton
BS, Finance and Marketing
J.P. Morgan July 2000 - Present
J.P. Morgan June 1999 - July 2000
Chase Manhattan Bank October 1998 - June 1999
Morgan Stanley Trust Company May 1996 - October 1998
Oppenheimer & Co. Inc. March 1995 - May 1996
Skills
Portfolio Management, Securities Lending, Asset Management, Capital Markets, Market Analysis, Risk Management, Financial Analysis, Fixed Income, Hedge Funds, Investment Banking, Securities, Trading
Education
Binghamton University
Bachelor of Arts (B.A.), Political Science and Government
Barrocas, Mintz, Misuraca & Record, P.C., Garden City, NY June 2013 - July 2013
Orrick, Herrington & Sutcliffe, LLP, New York, NY June 2013 - July 2013
J.P. Morgan May 2012 - August 2012
Office of the Broome County Clerk January 2011 - May 2011
National Grid May 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, English, Windows, Mac OS X, Legal Research Skills, Legal Writing, OS X, Legal Research
Education
Maurice A. Deane School of Law at Hofstra University 2012 — 2015
Juris Doctor (J.D.), Cum Laude
Binghamton University 2010 — 2011
Bachelor’s Degree, Philosophy, Politics, and Law, Magna Cum Laude
Broome Community College
A.A, Liberal Arts & Sciences
CICC January 2015 - Present
J.P. Morgan February 2015 - March 2015
Ocean Capital Inc. November 2014 - January 2015
Santander Bank, N.A. February 2013 - May 2013
Binghamton University September 2011 - May 2013
Skills
Higher Education, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Data Analysis, Access, Teamwork, Statistics, Social Media, Teaching, Time Management, Leadership, Event Planning, English, Fundraising, Accounting, Mandarin, Analysis, Financial Analysis, Economics, Management, Community Outreach, Editing, Facebook, Photoshop, Social Networking, Student Affairs, Finance, Student Development, Financial Accounting, Matlab, Marketing, Program Development, Python, Windows, Financial Modeling, SPSS, HTML, Nonprofits, R, Career Counseling, Outlook, C
Education
Binghamton University 2010 — 2014
Bachelor's degree, Finance, General
VVCS 2009 — 2010
High school
Moody's Investors Service May 2015 - Present
J.P. Morgan October 2013 - May 2015
J.P. Morgan August 2011 - October 2013
Kappa Alpha Psi Fraternity Incorporated April 2009 - May 2013
First Investors September 2010 - December 2010
Youth About Business June 2008 - August 2008
Skills
Budgets, Analysis, Interpersonal Leadership, Management, Bloomberg Terminal, Public Speaking, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Accounting, Portfolio Management, Investments, Fundraising
Education
Binghamton University 2007 — 2011
Bachelor's degree, Economics
Binghamton University Harpur School of Art and Sciences 2007 — 2011
B.A, Economics
J.P. Morgan March 2013 - May 2015
State Street September 2010 - March 2013
State Street June 2008 - September 2010
U.S. Trust 2007 - 2008
Skills
Management, Microsoft Excel, Leadership, Training, Microsoft Word, Research, PowerPoint, Outlook, Microsoft Office, English, Tax, Banking, Finance, Risk Management, Financial Analysis
Education
Bentley University 2005 — 2007
Master's degree, Taxation
J.P. Morgan September 2013 - Present
JPMorgan Chase January 2012 - September 2013
The Philanthropy Centre at J.P. Morgan January 2012 - September 2013
JP Morgan Chase January 2001 - January 2011
J.P. Morgan October 1994 - January 2001
CIGNA March 1992 - October 1994
Skills
Access, Training, Team Building, Alternative Investments, Strategic Planning, Event Planning, Financial Analysis, Wealth Management
Education
Berkeley College 1990 — 1992
Associate's degree, Business Administration and Management, General
New Rochelle High School 1987 — 1990
H.S.
Morgan Stanley November 2014 - Present
Viacom January 2014 - October 2014
MetLife November 2011 - December 2013
The McGraw-Hill Companies December 2004 - July 2011
J.P. Morgan 2001 - 2004
Enterprise Engineering, Inc. 2001 - 2003
The Sequitur Group July 2000 - April 2001
MetLife November 1997 - July 2000
Deutsche Bank October 1996 - November 1997
Instinet Incorporated May 1995 - October 1996
Skills
Vendor Management, Global Sourcing, Negotiation, Project Portfolio..., Cultural Awareness, Business Continuity, Disaster Recovery, Country Risk Analysis, Vendor Relationships, Vendor Contracts, Procurement, Strategic Planning, Global Delivery, Global Operations, Offshore Software..., Offshore Outsourcing, Onshore, Training Delivery, Contract Negotiation, Financial Modeling, IT Audit, Quality Management, Innovation Management, Management, Risk Management, Process Improvement, Outsourcing, Leadership, Program Management, Business Process..., ITIL, Enterprise Software, Governance, IT Outsourcing, Project Management, Strategy, PMO, Sla, BPO, Business Process, IT Strategy, Human Resources, Security, Performance Improvement, Offshoring, Recruiting, Information Technology, Strategic Sourcing, Executive Management, Analysis
Education
Binghamton University
BA, Economics, Computer Sciences, Computer Programming
Shire Pharmaceuticals April 2015 - Present
Cubist Pharmaceuticals August 2012 - March 2015
John Hancock Financial Services April 2012 - August 2012
Control Solutions International February 2011 - December 2011
Nokia May 2010 - November 2010
Fidelity Investments November 2003 - December 2008
Fidelity Investments March 2000 - October 2003
Fidelity Investments March 1998 - March 2000
Fidelity Investments February 1996 - March 1998
J.P. Morgan 1994 - 1996
Skills
Recruiting, Applicant Tracking..., Workforce Planning, Project Management, Talent Acquisition, Management, Relationship Management, Human Resources, Sourcing, Interviews, Performance Management, Talent Management, Employee Relations, Onboarding
Education
Bentley University
HR Management Certificate, Human Resources Management and Services
Southern New Hampshire University
Wells Fargo Advisors January 2014 - Present
J.P. Morgan June 2010 - January 2014
JPMorgan Chase March 2007 - June 2010
Skills
Investments, Retirement Planning, Mutual Funds, Finance, Spanish, Public Speaking, Sales Management, Employee Training, Management, Portfolio Management, Insurance, Banking, Asset Management, Asset Allocation, Financial Services, Investment Advisory, Financial Planning, Training & Development
Education
Bethany Lutheran College 2001 — 2006
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities, Honors
La Academia de Espanol Quito, Ecuador
Certificate of Advanced Proficiency, Spanish Language and Literature
La Universidad de Granada, Spain
Spanish Language and Literature, Sobresaliente
AmTrust Realty Corp. July 2015 - Present
Rock and Wrap it Up! June 2007 - Present
UBS Securities, LLC April 2014 - June 2015
J.P. Morgan January 2011 - March 2014
Carpenter & Company, Inc. June 2010 - January 2011
Bentley University September 2008 - May 2010
Wall & William Financial Services Group May 2007 - January 2010
Manhattist, Inc. April 2009 - August 2009
Skills
Financial Modeling, Valuation, Investments, Finance, Portfolio Management, Strategy, Real Estate, Mergers & Acquisitions, Analysis, Investment Properties, Microsoft Excel, Disposition
Education
Bentley University 2006 — 2010
Bachelor of Science, Economics-Finance
J.P. Morgan October 2014 - Present
J.P. Morgan February 2014 - September 2014
J.P. Morgan June 2013 - February 2014
J.P. Morgan June 2012 - August 2012
Binghamton University January 2012 - May 2012
Morgan Stanley June 2011 - August 2011
Binghamton University January 2011 - June 2011
Diablo Valley College August 2009 - May 2010
Diablo Valley College June 2009 - May 2010
Skills
Investment Banking, Financial Modeling, Microsoft Office, Financial Analysis, Credit Analysis, Valuation, Microsoft Excel, Corporate Finance, PowerPoint, Project Management, Capital IQ, FactSet, Bloomberg, Economics, Accounting, Investments, Teaching, Financial Accounting, Marketing, Access, Research, Public Speaking
Education
Binghamton University 2010 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Diablo Valley College 2008 — 2010
Associate of Arts, Business
J.P. Morgan November 2010 - Present
State Street 2005 - 2010
PFPC, Inc. 1997 - 2006
Putnam Investments October 1992 - November 1995
BBH 1980 - 1992
Skills
Mutual Funds, Financial Reporting, Hedge Funds, Securities, Equities, Fixed Income, Bloomberg, Fund Administration, Fund Accounting, Fund Of Funds, Derivatives, Global Custody, Middle Office, Asset Management, Corporate Actions, Swaps, Investment Management, Alternative Investments, Financial Services, ETFs
Education
Bentley University
Associate of Science (A.S.), Accounting
J.P. Morgan June 2014 - Present
Barclays Wealth and Investment Management June 2013 - August 2013
Merrill Lynch July 2012 - August 2012
Banco Mercantil July 2011 - August 2011
Skills
Portfolio Management, Fixed Income, Equities, Bloomberg Terminal, Morningstar, English, Microsoft Excel, Investments, Spanish, Italian, PowerPoint, Strategic Sales Plans, Mutual Funds, Securities, Networking
Education
Bentley University 2010 — 2014
Bachelor of Science (B.Sc), Economics & Finance, Global Perspectives
Bond University 2012 — 2013
Study Abroad
Escuela Campo Alegre 2000 — 2010
Yale University 2009 — 2009
Summer Intensive Course, Investment Methods
Self Employed August 2014 - Present
J.P. Morgan February 2013 - July 2014
J.P. Morgan January 2010 - January 2013
J.P. Morgan July 2007 - December 2009
Skills
Trading, Fixed Income, Interest Rate..., Money Market, Global Macro, FX trading, Proprietary Trading, Market Making, Secured Financing, FX Swaps, Series 7, Series 63
Education
Binghamton University 2003 — 2007
Bachelor of Science (BSc), Management
J.P. Morgan March 2013 - Present
The Brummy Brothers 2012 - 2015
J.P. Morgan March 2011 - February 2013
JP Morgan July 2010 - March 2011
Binghamton University Foundation January 2007 - December 2009
J.P. Morgan June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Bear Stearns March 2008 - March 2008
Bear Stearns June 2007 - August 2007
The Children's Place June 2006 - August 2006
Skills
Equities, Financial Analysis, Investment Banking, Securities, Capital Markets, Microsoft Excel, Derivatives, Portfolio Management, Bloomberg, Fixed Income, Financial Modeling, PowerPoint, Public Speaking, Trading, Strategy, Options
Education
University of Cape Town 2010 — 2010
Economics, Economics
Binghamton University - School of Management 2006 — 2010
B.S., Financial Economics
State University of New York at Binghamton 2006 — 2010
B.S., Financial Economics
J.P. Morgan November 2011 - Present
HSBC International Private Bank August 2008 - November 2011
J.P. Morgan July 2005 - July 2008
Skills
Equities, Capital Markets, Emerging Markets, Credit Analysis, Portfolio Management, Investments, Valuation, Financial Modeling, Credit, Private Banking, Alternative Investments, Corporate Finance, Hedge Funds, Banking, Series 7, Venture Capital
Education
IE (Instituto de Empresa) 2011 — 2012
MBA, Business Administration and Management, General
University of Miami - School of Business 2010 — 2011
International Trade Finance, International Business/Trade/Commerce
Bentley University 2001 — 2005
BS, Finance
Rockit Solutions, LLC November 2014 - Present
J.P. Morgan July 2013 - August 2014
Millennial Messaging 7 September 2012 - December 2012
Bentley University September 2010 - December 2012
Alpine Woods Capital Investors May 2012 - June 2012
Inca Recordings December 2011 - January 2012
Club Fit May 2010 - May 2011
Skills
Microsoft Office, Facebook, Social Media, Pinterest, Microsoft Excel, Teaching, PowerPoint, Microsoft Word, Tumblr, Access, SPSS, Data Analysis, Public Speaking, Outlook, Research, Music
Education
Bentley University 2009 — 2013
Bachelor's of Science, Economics/Finance
Rouen Business School 2011 — 2011
Bachelors of Science, Finance
Natixis Global Asset Management November 2013 - Present
J.P. Morgan January 2013 - November 2013
J.P. Morgan July 2011 - January 2013
AXA Advisors December 2008 - June 2011
Education
Bentley University 2007 — 2011
Bachelor of Science, 2011; Economics-Finance
Royal Melbourne Institute of Technology
GE Capital January 2014 - Present
Teq May 2012 - August 2013
Regeneron Pharmaceuticals January 2012 - May 2012
Viacom December 2011 - January 2012
Viacom June 2011 - December 2011
Concern for Independent Living August 2008 - June 2011
Audio Visual Technology Services at SUNY Binghamton E.C.C. September 2006 - May 2008
ESCAPE Bus Company January 2005 - May 2007
J.P. Morgan July 2004 - August 2004
Citi July 2003 - August 2003
Skills
Audio Visual Technology, Customer Service, PeopleSoft, Social Media, Collaborative Leadership, Microsoft Office, Query Reporting, Taleo, Strategic Sourcing, Full-life Cycle..., Talent Acquisition, Community Outreach, Recruiting, Research, Interviews, Human Resources, AV, Leadership, Applicant Tracking..., Management, Onboarding, Training, Time Management, Networking, College Recruiting, Employee Relations, Hiring, HRIS, Resume Writing, Job Fairs, Talent Management
Education
State University of New York at Stony Brook 2010 — 2012
Masters of Professional Studies, Human Resource Management, 3.91
Binghamton University 2004 — 2008
BA, Psychology
SunGard Financial Systems June 2014 - Present
J.P. Morgan March 2013 - June 2014
RR Donnelley January 2010 - March 2013
RR Donnelley (formerly Bowne, Inc. & GCom2 Solutions, Inc.) July 2007 - December 2009
JPMorgan Chase August 2005 - July 2007
Evergreen Investments January 2004 - July 2005
Evergreen Investments January 2002 - December 2004
Evergreen Investments July 2000 - December 2001
Skills
Implementation..., Account Management, Customer Relations, Technical Product Sales, Program Management, Software Deployment, Project Managers, Customer Service, Strategic Planning, Technical Sales..., Product Innovation, Project Management Tools, Team Building, Financial Analysis, Mentoring, Compliance, Vendor Relations, Financial Reporting, Budgeting, Employee Relations, Software Solutions, Strategy, Salesforce.com, Budgets, SaaS, Management, Project Management, Financial Services, Analysis, CRM, Process Improvement
Education
Bentley University 1994 — 1998
Bachelor of Arts (B.A.), Accounting
J.P. Morgan November 2013 - Present
Barclays Capital September 2008 - November 2013
Lehman Brothers March 2007 - September 2008
KPMG February 2004 - March 2007
Massive Incorporated February 2003 - February 2004
Metis Technologies November 2001 - September 2002
Tallan March 2000 - April 2001
Education
State University of New York at Binghamton 1997 — 1999
Bachelor of Science (BS), Computer Science
State University of New York College at Geneseo
J.P. Morgan December 2013 - Present
Citi August 2009 - December 2013
Citi August 2008 - August 2009
University of Michigan September 2006 - August 2008
Columbia University August 2001 - May 2006
Lucent Technologies January 2004 - June 2005
Skills
Algorithmic Trading, Portfolio Trading, Central Risk Book..., Optimization, Statistical Modeling, Portfolio Optimization, Java, Python, R, Financial Modeling, Statistics, Operations Research, Bayesian statistics, Q, KDB+, SQL, C++, VBA, Matlab, Statistical Arbitrage, Machine Learning, Stochastic Calculus, Probability Theory, CPLEX, Time Series Analysis, Unix
Education
Columbia University in the City of New York 2003 — 2006
PhD, Operations Research
Columbia University in the City of New York 2001 — 2003
M.S, Operations Research
Bilkent University 1996 — 2001
BS, Industrial Engineering
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) 2008 - Present
Victoria's Secret Beauty 2004 - 2007
Cablevision Systems Corporation 2001 - 2004
Coty Inc. 1996 - 2001
J.P. Morgan 1995 - 1996
Arthur Andersen & Co. 1988 - 1995
Education
Binghamton University 1985 — 1988
BS, Accounting
Binghamton University - School of Management 1985 — 1988
BS, Accounting
Northport High School
Northport High School
Northport High School
J.P. Morgan February 2013 - July 2015
J.P. Morgan July 2010 - February 2013
Bentley University September 2008 - May 2010
Raymond James Financial February 2009 - June 2009
Skills
Financial Modeling, Bloomberg, Equities, Financial Analysis, Investments, Fixed Income, Bloomberg Terminal, Financial Reporting, Equity Research, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Analysis, Finance, Management, Financial Accounting, Data Analysis
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Corporate Finance and Accounting
Dubai American Academy 2004 — 2006
International Baccalaureate
Technology Leadership, IT Leadership in the Greater New York City Area 2014 - Present
WorldNow July 2014 - September 2015
Industrial Color July 2007 - July 2014
Zingy August 2005 - July 2007
Weill Cornell Medical College April 2003 - August 2005
HBO April 2001 - April 2003
Sorceron February 2000 - April 2001
USWeb/CKS October 1997 - February 2000
J.P. Morgan July 1996 - October 1997
Doremus March 1992 - July 1996
Skills
Active Directory, OS X, Windows Server, Microsoft Exchange, Servers, DNS, FileMaker, Microsoft SQL Server, Operating Systems, Netbackup, System Administration, Virtualization, DHCP, Technical Support, TCP/IP, IT Management, Software Documentation, Troubleshooting, Networking, Digital Asset Management, Hyper-V, vSphere, Cisco Technologies, ITIL, WAN, SaaS, Digital Video, Windows XP, Digital Photography, Intermapper, Sonicwall, IIS, Information Technology, Mac OS X, Backup Exec, Agile Methodologies, Storage, Windows, Microsoft Cluster, Blackberry Enterprise..., Retrospect, Music Production, Professional Audio, Digital Audio, Group Policy, VMware VSphere 5, IT Strategy, IT Operations, IT Service Management, IT Solutions
Education
Berklee College of Music 1989 — 1991
Bachelor of Arts (B.A.), Composition and Arranging
Saint Louis Community College-Florissant Valley
Music Education
PALISADE CAPITAL MANAGEMENT, LLC February 2009 - Present
AG ASSET MANAGEMENT, a subsidiary of Angelo, Gordon & Co. April 2004 - January 2009
CREDIT SUISSE ASSET MANAGEMENT May 2000 - March 2004
DB Alex. Brown July 1997 - April 2000
J.P. Morgan 1992 - 1995
Skills
Equity Research, Financials, Analysts, Business Services, Investments, Asset Managment, Trading, Mutual Funds, Stocks
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Masters, Business Administration; Finance
Binghamton University 1989 — 1992
BA, Double Major Economics & Political Science
TIAA-CREF May 2014 - Present
J.P. Morgan February 2012 - February 2014
Religare Capital Markets August 2010 - November 2011
UBS Investment Bank 1997 - 2010
Skills
Equities, Trading, Bloomberg, Hedge Funds, Series 7, Capital Markets, Fixed Income, Derivatives, Financial Markets, Series 63, Investment Banking, Management, Securities, Investments, Equity Derivatives, Electronic Trading, Asset Management, Options, Trading Systems, Equity Trading, Investment Management, Emerging Markets, Candidate for CFP®..., Life, Accident, and..., Asian markets, International Sales, 2016 Level II CFA...
Education
State University of New York at Binghamton 1993 — 1997
Bachelor of Arts (BA), Economics
J.P. Morgan July 2014 - Present
J.P. Morgan October 2011 - July 2014
GlobeOp Financial Services June 2004 - October 2011
Citigroup 2006 - 2007
State Street 1998 - 2004
Skills
Alternative Investments, Hedge Funds, Mutual Funds
Education
Bentley University 1994 — 1998
BS Finance
North Yarmouth Academy 1992 — 1995
J.P. Morgan August 2011 - Present
DiMaio Ahmad Capital February 2005 - August 2011
JPMorgan Chase August 2001 - February 2005
Education
Brooklyn Law School 1998 — 2001
Binghamton University 1992 — 1996
Orange Equity Partners (845) 820-3510 Marcelo@OrangeEquity.com May 2012 - Present
J.P. Morgan October 2009 - November 2013
Skills
Data Analysis, Investments, Business Process..., Risk Management, Financial Analysis, Portfolio Management, Financial Modeling, Team Leadership, Banking, Process Improvement, Coaching, Wellness Coaching, Finance, Six Sigma, Investment Banking, Marketing Strategy, Market Research, Facebook Marketing, Twitter, SEO, Google Adwords, Relationship Marketing, Leadership, Motivational..., Financial Services
Education
Binghamton University 2001 — 2006
Bachelor of Engineering (BE), Biomedical/Medical Engineering
Ernst & Young July 1999 - December 2009
J.P. Morgan July 1997 - July 1999
Ernst & Young September 1992 - July 1997
Skills
Project Management, Management, Research, Risk Management, Financial Analysis, Business Analysis, Change Management, Business Process..., Derivatives, Tax, Process Improvement, Budgets, Financial Reporting, Financial Modeling, Analysis, Accounting, Finance
Education
NYU Stern School of Business
MBA
Binghamton University 1988 — 1992
Nomura January 2015 - Present
J.P. Morgan July 2014 - Present
UBS Investment Bank October 2006 - Present
Goldman Sachs January 2006 - October 2006
IBM Global Services January 2004 - January 2006
Lionbridge 2002 - 2004
Infotech Financials Pvt. Ltd. February 2000 - June 2002
Skills
Requirements Analysis, Trading Systems, Fixed Income, Prime Brokerage, SDLC, Software Project..., Solution Architecture, Agile Methodologies, Service Oriented..., Spring, SOA, Java Enterprise Edition, Sybase, Enterprise Architecture, Scrum, Oracle, require, Core Java, Spring Integration, Concurrent Programming, Relational Databases, Application Architecture, J2EE Application..., Project
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Finance
National centre for software Technology 1998 — 2001
Computer Science
Bharati Vidyapeeth 1994 — 1998
Engineering
J.P. Morgan July 2014 - Present
RBS Markets and International Banking May 2012 - June 2014
RBS Global Banking & Markets January 2011 - October 2013
RBS Greenwich Capital July 2006 - December 2010
Barcap November 2003 - June 2006
Reuters January 2003 - November 2003
Deutsche Bank August 2001 - December 2002
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Financial Markets, Trading Systems, Bloomberg, Swaps, Interest Rate..., Risk Management, Electronic Trading, Banking, Middle Office, Trading, Operational Risk, Credit, Credit Derivatives, Financial Risk, Financial Modeling, Market Risk, Program Management, Credit Risk, Change Management, Bonds, Internal Controls, Information Management
Education
Pace University 2000 — 2003
Master of Business Administration (MBA), Information Systems
Pace University - Lubin School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Bharathiar University 1995 — 1999
Bachelor's degree, Engineering
Karunya Institute of Technology 1995 — 1999
Bachelor of Engineering, Electronics & Telecommunications
Mondelēz International February 2014 - Present
Selective Insurance March 2011 - January 2014
Daiichi Sankyo 2010 - 2011
Wyndham Worldwide January 2008 - September 2010
Novartis Pharmaceuticals September 2001 - November 2007
Mars Information Services September 1996 - August 2000
J.P. Morgan September 1986 - September 1996
Skills
Workforce Planning, Process Improvement, Training, Talent Acquisition, Talent Management, Human Resources, Recruiting, Interviews, Sourcing, Personnel Management, Leadership, Management, Strategy, Temporary Placement, Employee Benefits, Employee Engagement, Analysis, Staffing Services, Policy, Job Descriptions
Education
Berkeley College 1985 — 1986
AS, Business
J.P. Morgan April 2013 - Present
J.P. Morgan June 2012 - April 2013
JP Morgan June 2008 - June 2012
J.P. Morgan April 2010 - February 2011
Bear Stearns May 2007 - June 2008
Bear Stearns August 2005 - May 2007
Skills
Series 7, Series 63, Series 24, Equities, Securities, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Investment Banking, Private Equity, Program Management, Financial Services, Capital Markets, Management, Alternative Investments
Education
LIU Post 2005 — 2007
MBA
Binghamton University 2001 — 2005
Farmingdale High School 1998 — 2001
The Friedkin Group April 2015 - Present
J.P. Morgan September 2014 - April 2015
Kforce Inc August 2013 - September 2014
BMC Software April 2012 - August 2013
Pittsburgh Glass Works, LLC November 2008 - March 2012
CompuCom November 2008 - March 2012
Mastech November 2008 - March 2012
Everest Consulting Group January 2007 - November 2008
Citi February 2007 - June 2008
PNC 2008 - 2008
Skills
Organization, Oracle, Microsoft SQL Server, SQL, Databases, Unix, Database Design, Data Migration, Servers, Data Modeling, SSIS, Performance Tuning, ETL, ERP, Database Administration, SDLC, Data Warehousing, Unix Shell Scripting, PL/SQL, Oracle RAC, Solaris, T-SQL, High Availability, Disaster Recovery, SQL Tuning, Enterprise Architecture, Replication, Shell Scripting, Data Center, IIS, Solution Architecture, Cluster, ITIL, AIX
Education
Bharati Vidyapeeth 1999 — 2002
Master of Computer Applications (MCA), Computer Software Engineering
Shivaji University 1999 — 2002
MCA, Computer Software Engineering
Holy Angels Convent School bharuch 1990 — 1994
Masters in Computer Applications (MCA), 10th Grade
J.P. Morgan November 2012 - Present
JPMorgan Suisse December 2010 - September 2012
JP Morgan Chase July 2008 - November 2010
Atlantic Trust January 2007 - June 2008
Skills
Portfolio Management, Trading, Investments, Financial Analysis, Alternative Investments, Fixed Income, Equities, Private Equity, Hedge Funds, Asset Management
Education
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Corporate Finance and Accounting
Bentley University 2004 — 2008
Corporate Finance and Accounting, Banking, Corporate, Finance, and Economics
J.P. Morgan October 2012 - Present
JPMorgan Chase August 2010 - Present
J.P. MorganInvestment Bank Operations August 2010 - Present
Hiscox April 2009 - August 2010
Hiscox USA February 2009 - January 2010
Pernod Ricard January 2008 - January 2009
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Financial Risk, PowerPoint, Data Analysis, Analysis, Customer Service, Access, Outlook, Accounting, Microsoft Word, Process Improvement, Financial Reporting, Forecasting, Underwriting, Strategic Financial..., Project Management, Business Analysis
Education
Bentley University 2004 — 2008
Bs, Corporate Finance and Accounting
Bentley University 2004 — 2008
B.S, Corporate Finance & Accounting; Informational Technology
University of Hong KongHong Kong 2006 — 2007
BS, Corporate Finance and Accounting
J.P. Morgan June 2005 - Present
Bear, Stearns & Co. Inc. April 2002 - June 2005
Bear, Stearns & Co. Inc. May 2000 - April 2002
PCL Mindware Ltd; 1996 - 2000
CMC LTD 1993 - 1996
Skills
SDLC, Business Analysis, Agile Methodologies, IT Strategy, Investment Banking, Project Management, Office Application, C# 4.0, Business Intelligence, Program Management, Vendor Management, Management, Leadership, Microsoft SQL Server, .NET, CRM, System Architecture, C#, Requirements Analysis
Education
Bharati Vidyapeeth 1989 — 1993
Bachelor of Engineering, Computer Science
City National Rochdale Investment Management June 2012 - Present
Rochdale Investment Management June 2010 - June 2012
Samson Capital Advisors June 2006 - June 2008
MetLife May 2004 - May 2006
J.P. Morgan January 2003 - April 2004
Morgan Stanley January 2002 - January 2003
Education
Fordham University - Graduate School of Business Administration 2008 — 2010
MBA, Finance, GPA 4.0
Fordham University 2004 — 2006
MA, Economics, GPA 3.7
State University of New York at Binghamton 1997 — 2001
B.S., Financial Economics, GPA 3.3
VanPham Group LLC March 2011 - Present
Drake Management December 2006 - July 2008
Countrywide Mortgage 2006 - 2006
J.P. Morgan 2006 - 2006
Argent Mortgage 2005 - 2006
Skills
Valuation, Bloomberg, Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Alternative Investments, Asset Management, Credit Derivatives, Portfolio Management, Financial Modeling, Trading, Investments, Bonds
Education
State University of New York at Binghamton 2000 — 2004
Economics
Cornell University 1999 — 2000
Thomas Lighting Co November 2013 - Present
Farsight Security, Inc September 2013 - October 2013
J.P. Morgan October 2005 - August 2011
Corporate Consulting Services February 2003 - August 2005
International Market Recruiters May 2002 - August 2002
Global Financial Services, Inc December 1998 - May 2002
Metropolitan West January 1997 - January 1998
CantorFitzgerald October 1995 - October 1997
Smith Barney 1987 - 1995
Skills
Investment Banking..., Prime Brokerage, Broker/Dealer, Client Service, Collateral Management, Portfolio Management, Settlements, Back Office, Middle Office, Securities, FX, Compliance, Risk, Settlement, Financial Services, Mutual Funds
Education
Bergen Community College 1979 — 1981
Business Mgt
J.P. Morgan March 2014 - Present
J.P. Morgan May 2012 - March 2014
J.P. Morgan March 2010 - May 2012
J.P. Morgan September 2007 - March 2010
Skills
Commercial Banking, Banking, Customer Service, Customer Relations, Excel, Microsoft Excel, Hedge Funds, Investments, Financial Analysis, Financial Services, Relationship Management, Mergers & Acquisitions, Investment Banking, Analysis, Sales, Project Management, Mutual Funds, Access, Alternative Investments, Cash Management, Insurance, Due Diligence, Retail Banking, Series 63, Management
Education
Fordham University 2011 — 2011
Pre-MBA Program, Business Administration and Management, General
State University of New York at Binghamton 2003 — 2007
Bachelors, Philosophy, Politics, & Law (PPL)
Lorenzo De Medici - Florence 2006 — 2006
JJHS 1999 — 2003
J.P. Morgan May 2010 - Present
UBS Investment Bank January 2009 - April 2010
J.P. Morgan October 2005 - December 2008
Ortel Communications Ltd July 2004 - September 2005
Reliance Infocomm June 2002 - October 2004
Skills
Microsoft SQL Server, SDLC, .NET, C#, Oracle, Software Project..., Technical Leadership, Leading Development..., Business Analysis, SQL, VB.NET, ASP.NET, Databases, Team Management, Software Design, Goal Setting, Software Development, Unix, XML, Business Architecture, Project Management, Use Case Analysis, Data Warehousing, Business Process, Testing, Solution Architecture, IT Solutions, Data Migration, Data Analysis, Process Improvement, Teradata, Persuader, Managing Meetings, Delegation, Delegate Management, Team Leadership, Agile Methodologies, Sybase, Web Applications, Visual Basic, JavaScript, IIS, VBScript, SSIS, Requirements Analysis, SOA, Scrum, Agile Project Management, Agile Application...
Education
Bharathiar University
MCA, Computer Applications
Mahatma Gandhi University
BCA, Computer Applications
Cognizant Technology Solutions April 2010 - Present
J.P. Morgan April 2010 - March 2012
Bank of America June 2004 - April 2010
Infosys June 2003 - April 2010
Education
Bharathidasan University
BE, Computer Science
J.P. Morgan November 2010 - Present
State Street June 2006 - November 2010
PFPC September 1996 - June 2006
Brown Brothers Harriman 1980 - 1992
Education
Bentley University 1980 — 1985
AS, Accounting
J.P. Morgan August 2013 - Present
Sophos Solutions Lab February 2013 - Present
Morgan Stanley May 2010 - April 2013
Moody's June 2006 - May 2010
Shearman and Sterling April 2002 - June 2006
Salomon Smith Barney 1999 - 2001
Skills
SQL, Microsoft SQL Server, SDLC, SOA, XML, Software Project..., Enterprise Architecture, Database Design, C++, Agile Methodologies, JavaScript, SharePoint, Perl, PL/SQL, Requirements Analysis, Sybase, Spring, Oracle, AJAX, Linux, Software Development, Java Enterprise Edition, Unix, Java
Education
Pace University 2009 — 2014
Doctorate, Computing
State University of New York at Binghamton 2002 — 2004
MS, Computer Science
New York University - Polytechnic School of Engineering 1989 — 1991
BS candidate, Computer Science
J.P. Morgan February 2011 - Present
J.P.Morgan July 2007 - January 2011
J&B Software August 2003 - June 2007
Bluechip Infoway August 1999 - 2003
Education
Bharathidasan University 2000 — 2003
MCA
J.P. Morgan September 2011 - Present
JPMorgan Chase July 2004 - September 2011
Goldman Sachs Asset Management August 1999 - July 2002
goldman sachs 1999 - 2002
Skills
Sales Management, Project Management, Business Analytics, Business Development, Consumer Banking, Excel Models, Asset Management, Internal Consulting
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
Bentley University 1995 — 1999
BS, Finance
South Brunswick High School 1992 — 1995
J.P. Morgan September 2013 - Present
Credit Suisse August 2007 - September 2013
Bloomberg L.P. September 2002 - August 2007
Bloomberg June 1999 - September 2005
Education
Chubb Institute 1999 — 1999
Technical, Computer Technical Support
Bergen Community College 1996 — 1998
Associate in Science, Liberl Arts
Neilsen Company June 2015 - Present
J.P. Morgan October 2006 - April 2015
JP Morgan Chase February 2010 - February 2013
JPMorgan Chase Bank October 2006 - February 2010
Pinnacle Financial February 2004 - October 2006
JPMorgan Chase August 1998 - March 2003
Kohl's Department Stores February 1995 - December 1997
Walt Disney World November 1991 - January 1995
Skills
Instructional Design, Needs Analysis, ADDIE, Training, E-Learning, Learning Management, Instructor-led Training, Learning Management..., Organizational..., Project Management, Customer Service, Leadership Development, Training Delivery, Team Building, Blended Learning, Employee Training, Human Resources, Management, Leadership
Education
Full Sail University 2008 — 2009
Master of Science, Education Media Design and Technology
Berry College 1986 — 1989
BA, Public Relations/Business Administration
Tarpon Springs High School 1981 — 1986
Diploma
State Street November 2005 - Present
Syntel January 2003 - Present
J.P. Morgan January 2003 - October 2005
Education
Bharathiar University 1996 — 2000
B.E, Electrical Engineering
Merrill Lynch Private Bank Investment Group June 2015 - Present
Wealth and Investment Management at Barclays June 2012 - June 2015
JP Morgan Private Bank 2007 - June 2012
J.P. Morgan 2007 - June 2012
Sanford C. Bernstein 2003 - 2007
Education
Bentley University 1990 — 1994
Economics & Finance
Avon Old Farms
J.P. Morgan February 2014 - Present
J.P. Morgan August 2013 - February 2014
J.P. Morgan February 2012 - August 2013
J.P. Morgan May 2011 - February 2012
J.P. Morgan January 2009 - May 2011
Moody's Investors Service 2007 - 2008
Moody's Investors Service 2006 - 2007
Skills
SAP, Cognos, Business Objects, Financial Analysis, Financial Modeling, Financial Risk, Options, Microsoft Excel, Microsoft Office, Financial Audits, Corporate Finance, Microsoft Word, PowerPoint, Financial Reporting, Accounting, Finance, Data Analysis, Analysis
Education
Bentley University 2005 — 2008
Bachelors
Capital One May 2014 - Present
Capital One 2014 - Present
Cognizant Technology Solutions 2006 - Present
J.P. Morgan 2003 - 2013
Cognizant Technology Solutions 2003 - 2005
Cognizant Technology Solutions February 2003 - June 2003
Skills
AngularJS, Core Java, Spring MVC, JSON, JavaScript, JQuery, HTML, SDLC, Tomcat, Maven, Sybase, Requirements Analysis, Software Development, Unix Shell Scripting, Software Project..., Unix, Oracle, Performance Tuning, Data Warehousing, Agile Methodologies, JDBC, RESTful WebServices, Spring DI, Spring Integration, Mule ESB, Relational Data Modeling, AJAX, Spring Webflow, JSP, FTL, J2EE Web Services, Servlets, HTML5, WebLogic, Apache Commons, HTTPS, SSL, Project Management, Version One, XML, SOAP, Splunk, Hazelcast, MongoDB, JAX-WS, Apache, Software Design, C#
Education
BITS Pilani 2010 — 2012
Master's degree, Computer Software Engineering
Bharathiar University 1998 — 2002
Bachelor's degree, Electrical and Electronics Engineering
Moody's Investors Service October 2011 - Present
Moody's Investors Service January 2010 - October 2011
J.P. Morgan September 2009 - January 2010
Moody's Analytics September 2008 - September 2009
Skills
Microsoft Office, Data Analysis, Microsoft Excel, Statistics, Financial Modeling
Education
State University of New York at Binghamton 2004 — 2008
BSc, Financial Economics
Bronx High School of Science 2000 — 2004
J.P. Morgan March 2015 - Present
J.P. Morgan March 2013 - March 2015
JP Morgan July 2010 - March 2013
Swiss Re January 2007 - June 2010
Swiss Re January 2005 - December 2006
Swiss Re September 2003 - December 2004
Susquehanna International Group September 2000 - December 2002
Skills
Derivatives, Settlement, Fixed Income, Bonds, Trading, Capital Markets, Equities, Risk Management, Middle Office, Bloomberg, Financial Services, Investment Banking, Trading Systems, Hedge Funds, Asset Management
Education
Binghamton University 1997 — 2000
BA, Economics
J.P. Morgan January 2011 - Present
J.P. Morgan August 2008 - December 2010
Skills
Financial Modeling, Valuation, Capital Markets, Private Equity, Financial Analysis, Investments, Credit Analysis, Underwriting, Investment Properties, Alternative Investments, Deal Execution, Competitive Analysis, Argus Modeling
Education
Bentley University 2004 — 2008
BS, Finance
Bentley University 2004 — 2008
Accounting and Finance
J.P. Morgan August 2014 - Present
J.P. Morgan June 2005 - August 2014
J.P. Morgan June 2004 - May 2005
Education
Binghamton University 1999 — 2003
Bachelor's degree, Economics
Acadian Asset Management April 2014 - Present
Acadian Asset Management January 2013 - March 2014
Acadian Asset Management April 2011 - January 2013
J.P. Morgan September 2007 - April 2011
Skills
Investments, Mutual Funds, Bloomberg, Fixed Income, Fund Accounting, Hedge Funds, Equities, Asset Management, Financial Modeling, Securities, Financial Analysis, Alternative Investments, Corporate Actions, Valuation, Portfolio Management, Derivatives, Investment Management, Asset Allocation, Bonds, Financial Services
Education
Bentley University 2003 — 2007
B.S. Finance, Finance, Marketing
Lenox National Bank January 2014 - June 2014
General Dynamics 2003 - May 2012
City of Pittsfield 2001 - 2002
Hyperion Solutions 1993 - 2001
J.P. Morgan 1984 - 1993
Skills
DATABASE MANAGEMENT:..., DATABASE REPORTING:..., SOFTWARE LANGUAGES:..., OPERATING SYSTEMS:..., AUTOMATION TEST TOOLS:..., PROJECT PLANNING: IBM..., METHODOLOGY: Six Sigma..., ACCOUNTING SOFTWARE:..., WEB DEVELOPMENT: HTML5,..., Testing, Test Planning, Project Management, Technical Writing, Software Development, Business Analysis, Systems Engineering, System Testing, Requirements Analysis, Quality Assurance, Integration
Education
New York University 1989 — 1990
Certification, C Programming
Penn State University 1978 — 1981
BS, Quantative Business Analysis
Berkshire Community College 1976 — 1978
Associate's degree, Business Data Processing
VZ LeadVerizon1999 - 2010
J.P. Morgan 1997 - 1998
Skills
Business Analysis, Business Intelligence, Enterprise Architecture, Integration, PMP, Process Improvement, Agile Methodologies, Requirements Analysis, SDLC, SOA, SQL, Software Project..., Telecommunications
Education
Bharathidasan University
J.P. Morgan November 2010 - Present
Fundtech June 2000 - November 2010
Computer Sciences Corporation April 2000 - June 2000
Mascot Systems Pvt Ltd 1998 - 2000
Skills
SDLC, Requirements Analysis, Software Project..., SQL, Agile Methodologies, Oracle, Business Analysis, SOA, Unix, Software Development
Education
Bharathidasan University 1994 — 1997
Master of Computer Applications, Computer Software
Bharathidasan University 1991 — 1994
Bachelor of Science, Physics
DBTRNHSS
US Trust October 2002 - Present
J.P. Morgan October 1988 - October 2002
Skills
Series 7, Wealth Management, Investments, Series 63, Mutual Funds, Alternative Investments, Fixed Income, Asset Allocation, Marketing Strategy, Asset Managment, Investment Strategies, Bloomberg, Fixed Income Portfolio..., Wealth Management..., Marketing, Banking, Equities, Hedge Funds, Portfolio Management, Securities, Investment Management, Investment Advisory, Relationship Management, Asset Management, Capital Markets, Team Building
Education
Dominican College 1995 — 1997
B.S. Accounting, Economics
Bergen Community College
Liberal Arts
J.P. Morgan 2013 - Present
Wells Fargo 2013 - 2013
PayPal 2011 - 2012
Wells Fargo Home Mortgage 2010 - 2011
Skills
Data Analysis, Financial Reporting, Mortgage, Teradata, SQL, Database Analysis, SAS/SQL, Business Objects, Microsoft SQL Server, SSIS, Essbase, VBA, Data Mining
Education
State University of New York at Binghamton 2008 — 2010
Master of Accounting, Business Management Information System
RMIT University 2005 — 2007
Bachelor of Business, International Business
Shanghai Institute of Foreign Trade 2003 — 2007
Bachelor, International Business
J.P. Morgan May 2013 - Present
J.P. Morgan February 2012 - May 2013
Northwestern Mutual June 2011 - December 2011
Skills
Bloomberg, Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Investments, PowerPoint, Access, Fixed Income, Mutual Funds, Finance, Economics, Strategic Financial..., Microsoft Office, Bloomberg Terminal
Education
Bentley University 2008 — 2011
Bachelors of Science, Economics and Finance
Marlboro High School 2004 — 2008
J.P. Morgan September 2013 - Present
Morgan Stanley Wealth Management August 2012 - September 2013
UBS Financial Services August 2009 - August 2012
UBS International Inc May 2006 - August 2009
Morgan Stanley January 2005 - January 2006
McBreen & Kopko, Counselors at Law January 2003 - September 2003
Nassau County Court of Claims May 2002 - September 2002
Skills
AML, OFAC, Due Diligence, Financial Risk, USA PATRIOT Act, Internal Audit, Fraud, Finance, Anti Money Laundering, Bank Secrecy Act, Risk Management, Series 7, KYC, Financial Services
Education
Touro College Jacob D. Fuchsberg Law Center 2001 — 2004
Juris Doctor, Law
Binghamton University 1997 — 2001
Bachelor of Arts, Philosophy, Politics, and Law
J.P. Morgan November 1997 - Present
Arthur Andersen 1987 - 1997
Arthur Andersen 1987 - 1997
Skills
Administrative..., Outlook, Microsoft Excel, Banking, Lotus Notes, PowerPoint, Microsoft Office, Customer Service, Leadership, Executive..., Financial Analysis, Access, Process Improvement, Microsoft Word, Investments, Risk Management
Education
Bergen Community College 1984 — 1986
Associate of Arts and Sciences (A.A.S.), Word Processing
J.P. Morgan July 2007 - Present
ICC Capital Management, Inc. July 2005 - June 2007
State Street Corporation January 2001 - January 2005
JPMorgan Chase Bank, N.A June 1997 - December 2000
State Street Corporation July 1994 - May 1997
Grand Circle Travel December 1992 - June 1994
Skills
Microsoft Office (Word,..., Budgets, Accounting, Accounts Payable, Fixed Income, Auditing, Financial Reporting, Investments, Financial Statements
Education
Bentley College 1992 — 1994
Bachelor of Science (BS), Accounting
Fisher College 1990 — 1992
Associate's degree, Accounting
J.P. Morgan June 2008 - Present
State Street June 2006 - June 2008
State Street August 2003 - June 2006
Skills
Fund Accounting, DTC, Corporate Actions, Bloomberg, Mutual Funds, Securities, Equities, Investments, Fixed Income, Account Reconciliation, Financial Services
Education
Bentley University 2010 — 2012
Master of Science, Information Technology
Bentley College 1995 — 1998
Bachelor of Science, Marketing
Boston Latin 1988 — 1994
High School, High School/Secondary Diplomas and Certificates
Merrill Lynch July 2013 - Present
Goldman Sachs November 2011 - July 2013
J.P. Morgan November 2008 - October 2011
Bear, Stearns & Co. Inc. September 2005 - October 2008
Skills
Futures, Derivatives, Negotiation, Drafting Agreements, Trading, Electronic Trading, Due Diligence, Commodity, Fixed Income, Prime Brokerage, Equity Derivatives, Trading Systems, Capital Markets, Equities, Investment Banking, Options, Securities
Education
St. John's University School of Law 2003 — 2006
Juris Doctor, Law
SUNY Binghamton 1999 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
J.P. Morgan May 2013 - Present
J.P. Morgan February 1991 - Present
Skills
Mutual Funds, Pension Funds, Emerging Markets, Project Management, ETFs, Private Placements, Six Sigma, SWIFT messaging, Product Management, Product Development, Hedge Funds, Fund Of Funds, Cash Management, Global Custody
Education
SUNY Binghamton
J.P. Morgan January 2006 - Present
US Army April 2002 - June 2005
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership
Education
University of Phoenix 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.42
Binghamton University 2009 — 2011
Bachelor of Arts (BA), Political Science and Government, 2.95
Broome Community College 2006 — 2008
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, 3.9
J.P. Morgan April 2014 - Present
BlackRock July 2012 - March 2014
Travelers June 2008 - July 2012
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Expense Management, Expense Allocation, Competitive Analysis, Sensitivity Analysis, Scenario Planning, Strategic Planning, Executive Support, Revenue Analysis, Revenue Forecasting
Education
Bentley University 2005 — 2008
Bachelor of Science (BS), Finance, General
RMIT University 2007 — 2007
Bachelor of Science (BS), Finance, General
J.P. Morgan September 2014 - Present
JPMorgan Chase February 2008 - September 2014
Prudential Financial May 1998 - January 2005
Prudential Financial February 1990 - May 1998
Goldman Sachs January 1986 - January 1990
Skills
Anti Money Laundering, Broker-Dealer Compliance, Insurance, Banking, Team Management, Operational Risk, Fraud Investigations
Education
Binghamton University
B.A Economics
UBS April 2015 - Present
J.P. Morgan October 2013 - April 2015
University of Miami August 2012 - May 2013
U.S. Bank May 2012 - August 2012
The Law Offices of Rubin & Bickman June 2011 - May 2012
Skills
Securities, Securities Litigation, Bank Secrecy Act, OFAC, Microsoft Office, Westlaw, LexisNexis, Compliance, Securities Regulation, Anti Money Laundering
Education
University of Miami School of Law 2010 — 2013
Juris Doctor (J.D.)
Binghamton University 2006 — 2010
Bachelor's Degree, Political Science and Government