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
Employee
Years
Job
Industry
Riley Moody Riley Moody's J.P. Morgan Experience November 2007 - May 2010
Job Sr. Vice President Institutional Sales at BB&T Capital Markets
Industry Financial Services
Experience
BB&T Capital Markets December 2012 - Present
First Tryon Securities April 2011 - December 2012
Raymond James Financial Inc. May 2010 - November 2010
J.P. Morgan November 2007 - May 2010
BNY Mellon 2006 - 2007
Skills
Derivatives, Fixed Income, Capital Markets, Portfolio Management, Securities
Education
University of Alabama
BB&T Capital Markets December 2012 - Present
First Tryon Securities April 2011 - December 2012
Raymond James Financial Inc. May 2010 - November 2010
J.P. Morgan November 2007 - May 2010
BNY Mellon 2006 - 2007
Skills
Derivatives, Fixed Income, Capital Markets, Portfolio Management, Securities
Education
University of Alabama
Amer Zafar Amer Zafar's J.P. Morgan Experience April 2002 - November 2003
Job BlueBerryBin
Industry Internet
Experience
BlueBerryBin, LLC September 2013 - Present
Right Petroleum January 2009 - September 2011
Green Valley funding January 2004 - December 2008
J.P. Morgan April 2002 - November 2003
Bear Stearns March 1999 - September 1999
Skills
Maanagement of..., Business Strategy, Management Consulting, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Business Planning, Start-ups, Budgets, Financial Reporting, Due Diligence, Corporate Finance, Management, Change Management, Strategy, Entrepreneurship, Small Business, Business Development, Project Management, E-commerce Consulting, Social Media Marketing, Petroleum Economics, Petroleum, Petroleum Refining, E-commerce, Marketing, Executive Management, Strategic Partnerships, Venture Capital, Social Media
Education
University of California, Berkeley 1996 — 2000
Economics, Management Sciences and Quantitative Methods
Government college Sahiwal, Pakistan
BlueBerryBin, LLC September 2013 - Present
Right Petroleum January 2009 - September 2011
Green Valley funding January 2004 - December 2008
J.P. Morgan April 2002 - November 2003
Bear Stearns March 1999 - September 1999
Skills
Maanagement of..., Business Strategy, Management Consulting, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Business Planning, Start-ups, Budgets, Financial Reporting, Due Diligence, Corporate Finance, Management, Change Management, Strategy, Entrepreneurship, Small Business, Business Development, Project Management, E-commerce Consulting, Social Media Marketing, Petroleum Economics, Petroleum, Petroleum Refining, E-commerce, Marketing, Executive Management, Strategic Partnerships, Venture Capital, Social Media
Education
University of California, Berkeley 1996 — 2000
Economics, Management Sciences and Quantitative Methods
Government college Sahiwal, Pakistan
Daniel Kim Daniel Kim's J.P. Morgan Experience May 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
IBM January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Stifel Financial Corp. June 2012 - August 2012
Square Inc. May 2011 - May 2012
Vista Point Advisors August 2011 - December 2011
Skills
Investment Banking, Finance, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Data Analysis, Economics, Investments, Private Equity, Microsoft Excel, Capital IQ, Capital Markets, PowerPoint, Due Diligence, Mandarin, Mergers & Acquisitions, Bloomberg Terminal, Microsoft Office
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Statistics
University of California, Berkeley, Haas School of Business 2010 — 2014
Bachelor's Degree, Business Administration
J.P. Morgan May 2014 - Present
IBM January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Stifel Financial Corp. June 2012 - August 2012
Square Inc. May 2011 - May 2012
Vista Point Advisors August 2011 - December 2011
Skills
Investment Banking, Finance, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Data Analysis, Economics, Investments, Private Equity, Microsoft Excel, Capital IQ, Capital Markets, PowerPoint, Due Diligence, Mandarin, Mergers & Acquisitions, Bloomberg Terminal, Microsoft Office
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Statistics
University of California, Berkeley, Haas School of Business 2010 — 2014
Bachelor's Degree, Business Administration
Stephen Bellamy Stephen Bellamy's J.P. Morgan Experience May 2005 - November 2007
Job Head of FX eTrading Americas at Nomura International
Industry Financial Services
Experience
Nomura International January 2013 - Present
Barclays Capital August 2010 - January 2013
Saxo Bank January 2008 - July 2010
J.P. Morgan May 2005 - November 2007
Education
University of Bath 2001 — 2005
Bachelor of Science (BSc), Computer Science
Nomura International January 2013 - Present
Barclays Capital August 2010 - January 2013
Saxo Bank January 2008 - July 2010
J.P. Morgan May 2005 - November 2007
Education
University of Bath 2001 — 2005
Bachelor of Science (BSc), Computer Science
Tate Noojin Tate Noojin's J.P. Morgan Experience November 2008 - November 2014
Job Vice President Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
J.P. Morgan November 2008 - November 2014
Wachovia Securities Financial Network August 2001 - November 2008
Morgan Stanley March 1998 - August 2001
Skills
Series 7, Corporate Finance, Due Diligence, Team Leadership, Asset Allocation, Forecasting, Financial Modeling, Finance, Investments, Wealth Management, Mergers, Wealth Management..., Portfolio Management, Banking, Securities, Investment Advisory, Mutual Funds, Strategic Financial..., Leadership, Equities, Valuation, Financial Analysis, Asset Management, Financial Advisory
Education
University of Alabama 1989 — 1993
Bachelor of Science, Finance
Wells Fargo Advisors November 2014 - Present
J.P. Morgan November 2008 - November 2014
Wachovia Securities Financial Network August 2001 - November 2008
Morgan Stanley March 1998 - August 2001
Skills
Series 7, Corporate Finance, Due Diligence, Team Leadership, Asset Allocation, Forecasting, Financial Modeling, Finance, Investments, Wealth Management, Mergers, Wealth Management..., Portfolio Management, Banking, Securities, Investment Advisory, Mutual Funds, Strategic Financial..., Leadership, Equities, Valuation, Financial Analysis, Asset Management, Financial Advisory
Education
University of Alabama 1989 — 1993
Bachelor of Science, Finance
Heidi Sisemore Heidi Sisemore's J.P. Morgan Experience November 2011 - February 2014
Job Facility Coordinator
Industry Facilities Services
Experience
Sapient Global Markets April 2015 - Present
J.P. Morgan November 2011 - February 2014
J.P. Morgan June 2006 - November 2011
JPMorgan Chase & Co. June 2004 - June 2006
Washington Mutual Bank (acquired by JPMorgan Chase & Co) June 2002 - June 2004
Skills
Global Custody, Banking, Back Office, Middle Office, Management, Corporate Actions, Sales, Customer Service, Microsoft Office, Portfolio Management, Marketing, CRM, Process Improvement, Event Planning, Microsoft Excel, Accounting, Negotiation, Risk Management, Team Building, Analysis, Public Speaking
Education
University of Alaska Anchorage
Sapient Global Markets April 2015 - Present
J.P. Morgan November 2011 - February 2014
J.P. Morgan June 2006 - November 2011
JPMorgan Chase & Co. June 2004 - June 2006
Washington Mutual Bank (acquired by JPMorgan Chase & Co) June 2002 - June 2004
Skills
Global Custody, Banking, Back Office, Middle Office, Management, Corporate Actions, Sales, Customer Service, Microsoft Office, Portfolio Management, Marketing, CRM, Process Improvement, Event Planning, Microsoft Excel, Accounting, Negotiation, Risk Management, Team Building, Analysis, Public Speaking
Education
University of Alaska Anchorage
Deborah E. Gallegos, CTP's J.P. Morgan Experience June 1996 - June 2002
Job Senior Investment Manager at CSAA Insurance Group, a AAA Insurer
Industry Financial Services
Experience
CSAA Insurance Group, a AAA Insurer March 2015 - Present
Stern Grove Festival Association 2010 - Present
Strategic Investment Solutions September 2007 - March 2015
New York City Office of the Comptroller January 2005 - February 2006
New Mexico State Investment Council May 2003 - July 2004
J.P. Morgan June 1996 - June 2002
Skills
Ability to..., Oral and written..., Superior negotiating..., Strategic thinker,..., Equity Research, Portfolio Management, Budgets, Asset Management, Investments, Due Diligence, Retirement, Emerging Markets, Alternative Investments, Banking, Private Equity, Equities, Investment Management, Strategy, Financial Modeling, Hedge Funds
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of California, Berkeley 1985 — 1989
Bachelor of Arts (BA), Political Economy of Industrialized Societies
CSAA Insurance Group, a AAA Insurer March 2015 - Present
Stern Grove Festival Association 2010 - Present
Strategic Investment Solutions September 2007 - March 2015
New York City Office of the Comptroller January 2005 - February 2006
New Mexico State Investment Council May 2003 - July 2004
J.P. Morgan June 1996 - June 2002
Skills
Ability to..., Oral and written..., Superior negotiating..., Strategic thinker,..., Equity Research, Portfolio Management, Budgets, Asset Management, Investments, Due Diligence, Retirement, Emerging Markets, Alternative Investments, Banking, Private Equity, Equities, Investment Management, Strategy, Financial Modeling, Hedge Funds
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
University of California, Berkeley 1985 — 1989
Bachelor of Arts (BA), Political Economy of Industrialized Societies
Andres L. Matalon Andres L. Matalon's J.P. Morgan Experience August 2013 - August 2015
Job Investor Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - August 2015
SMF Consulting 2007 - 2011
Education
NYU Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
Universidad de Buenos Aires / UBA 2004 — 2009
Bachelor of Arts (B.A.), Economics
J.P. Morgan August 2013 - August 2015
SMF Consulting 2007 - 2011
Education
NYU Stern School of Business 2011 — 2013
Master of Business Administration (MBA)
Universidad de Buenos Aires / UBA 2004 — 2009
Bachelor of Arts (B.A.), Economics
Veronica McBride's J.P. Morgan Experience January 2014 - February 2015
Job Clinical Social Worker at St. Vincent House Student Clinic
Industry Mental Health Care
Experience
St. Vincent House Student Clinic May 2015 - Present
Kelly Educational Staffing February 2015 - Present
J.P. Morgan January 2014 - February 2015
Texas Department of Family and Protective Services November 2013 - August 2014
People Advocating Transistion June 2013 - August 2013
Kosmic Kidz March 2012 - May 2013
Southwood Elementary School August 2012 - April 2013
Pei Wei Asian Diner March 2010 - August 2011
Skills
Microsoft Office, HTML, Public Speaking, Cpr Certified, American Sign Language, PowerPoint, Adolescents, Social Services, Community Outreach, Mental Health, Psychology, Teaching, Data Entry, Conflict Resolution, Fundraising, CPR Certified
Education
University of Houston 2013 — 2015
Master of Social Work (MSW), Social Work, A
University of Arkansas at Pine Bluff 2009 — 2013
Bachelor of Arts (B.A.), Social Work, 3.1
St. Vincent House Student Clinic May 2015 - Present
Kelly Educational Staffing February 2015 - Present
J.P. Morgan January 2014 - February 2015
Texas Department of Family and Protective Services November 2013 - August 2014
People Advocating Transistion June 2013 - August 2013
Kosmic Kidz March 2012 - May 2013
Southwood Elementary School August 2012 - April 2013
Pei Wei Asian Diner March 2010 - August 2011
Skills
Microsoft Office, HTML, Public Speaking, Cpr Certified, American Sign Language, PowerPoint, Adolescents, Social Services, Community Outreach, Mental Health, Psychology, Teaching, Data Entry, Conflict Resolution, Fundraising, CPR Certified
Education
University of Houston 2013 — 2015
Master of Social Work (MSW), Social Work, A
University of Arkansas at Pine Bluff 2009 — 2013
Bachelor of Arts (B.A.), Social Work, 3.1
Conrad Kozak Conrad Kozak's J.P. Morgan Experience June 2011 - January 2014
Job Retired Vice Chairman Corporate & Investment Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2011 - January 2014
J.P. Morgan October 2007 - June 2011
J.P. Morgan November 2005 - October 2007
J.P. Morgan July 2004 - November 2005
Skills
Investment Banking, Corporate Development, Corporate Law, Fixed Income, Derivatives, Securities, CRM, Alternative Investments, Capital Markets, Corporate Finance, Equities, Financial Markets, Financial Modeling, Financial Services, Investments, Mergers & Acquisitions, Portfolio Management, Private Equity
Education
University of Bristol 1975 — 1978
Bachelor of Science (BSc) Joint Hons, Politics & Philosophy
University of Bristol
J.P. Morgan June 2011 - January 2014
J.P. Morgan October 2007 - June 2011
J.P. Morgan November 2005 - October 2007
J.P. Morgan July 2004 - November 2005
Skills
Investment Banking, Corporate Development, Corporate Law, Fixed Income, Derivatives, Securities, CRM, Alternative Investments, Capital Markets, Corporate Finance, Equities, Financial Markets, Financial Modeling, Financial Services, Investments, Mergers & Acquisitions, Portfolio Management, Private Equity
Education
University of Bristol 1975 — 1978
Bachelor of Science (BSc) Joint Hons, Politics & Philosophy
University of Bristol
Keith Snyder Keith Snyder's J.P. Morgan Experience January 2013 - March 2013
Job Equity Analyst at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ October 2014 - Present
S&P Capital IQ April 2013 - October 2014
J.P. Morgan January 2013 - March 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Word Certified, Microsoft Excel..., Microsoft PowerPoint..., Bloomberg Terminal, Bloomber Terminal..., Microsoft Office, Capital IQ, Thompson One, S&P Backtester, Research Insight, Microsoft Word, Microsoft Excel, Investments, Portfolio Management, Business Insights, Finance
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Finance; Math, 3.84
Newark Academy
High Mountain Institute
University of Auckland
S&P Capital IQ October 2014 - Present
S&P Capital IQ April 2013 - October 2014
J.P. Morgan January 2013 - March 2013
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Word Certified, Microsoft Excel..., Microsoft PowerPoint..., Bloomberg Terminal, Bloomber Terminal..., Microsoft Office, Capital IQ, Thompson One, S&P Backtester, Research Insight, Microsoft Word, Microsoft Excel, Investments, Portfolio Management, Business Insights, Finance
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Finance; Math, 3.84
Newark Academy
High Mountain Institute
University of Auckland
Aaron Pierce Aaron Pierce's J.P. Morgan Experience July 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Rebsamen Trust Portfolio Management August 2013 - July 2014
Arvest Fixed Income August 2013 - July 2014
University of Arkansas August 2012 - May 2014
Walmart Stores, Inc. June 2013 - September 2013
Forever-Red May 2012 - June 2013
University of Arkansas August 2011 - June 2013
U.S. House of Representatives June 2012 - August 2012
Skills
Public Speaking, Sales, Team Leadership, Account Management, Marketing Communications, Staff Development, Financial Analysis, Internal Audit, Financial Audits, Program Management, Political Science, Microsoft Office, Social Media, Account Reconciliation, Financial Accounting, Risk Assessment, Leadership, Management, Analysis
Education
University of Arkansas 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
J.P. Morgan July 2014 - Present
Rebsamen Trust Portfolio Management August 2013 - July 2014
Arvest Fixed Income August 2013 - July 2014
University of Arkansas August 2012 - May 2014
Walmart Stores, Inc. June 2013 - September 2013
Forever-Red May 2012 - June 2013
University of Arkansas August 2011 - June 2013
U.S. House of Representatives June 2012 - August 2012
Skills
Public Speaking, Sales, Team Leadership, Account Management, Marketing Communications, Staff Development, Financial Analysis, Internal Audit, Financial Audits, Program Management, Political Science, Microsoft Office, Social Media, Account Reconciliation, Financial Accounting, Risk Assessment, Leadership, Management, Analysis
Education
University of Arkansas 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Alexandra Merriman Alexandra Merriman's J.P. Morgan Experience Communication AdministratorVanguardDecember 2011 - June 2015
Job Associate
Industry Financial Services
Experience
J.P. Morgan Communication AdministratorVanguardDecember 2011 - June 2015
Vanguard November 2010 - December 2011
First Investors Corporation July 2010 - November 2010
Skills
Leadership, Project Management, Process Improvement, Strategic Planning, Financial Analysis, Marketing, Social Media Marketing, Business Analysis, Market Research, PowerPoint, Microsoft Excel, Account Management, Team Leadership
Education
University of Arizona, Eller College of Management 2013 — 2014
Master of Business Administration (MBA), Marketing
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan Communication AdministratorVanguardDecember 2011 - June 2015
Vanguard November 2010 - December 2011
First Investors Corporation July 2010 - November 2010
Skills
Leadership, Project Management, Process Improvement, Strategic Planning, Financial Analysis, Marketing, Social Media Marketing, Business Analysis, Market Research, PowerPoint, Microsoft Excel, Account Management, Team Leadership
Education
University of Arizona, Eller College of Management 2013 — 2014
Master of Business Administration (MBA), Marketing
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Brian Ho's J.P. Morgan Experience January 2013 - September 2014
Job Associate at Credit Suisse
Industry
Experience
Credit Suisse April 2015 - Present
Mercuria Energy Trading S.A. October 2014 - March 2015
J.P. Morgan January 2013 - September 2014
Education
The University of Calgary
B.Sc., Applied Mathematics & B.Comm., Finance
Credit Suisse April 2015 - Present
Mercuria Energy Trading S.A. October 2014 - March 2015
J.P. Morgan January 2013 - September 2014
Education
The University of Calgary
B.Sc., Applied Mathematics & B.Comm., Finance
Caroline Lea's J.P. Morgan Experience April 2010 - November 2010
Job Senior Account Executive
Industry Internet
Experience
Glassdoor August 2015 - Present
BridgeAthletic December 2014 - July 2015
BlackRock November 2010 - June 2014
J.P. Morgan April 2010 - November 2010
Cushman & Wakefield August 2009 - May 2010
Skills
Sales, Communication, Microsoft Office, Sales Logix, Series 7, Series 63, Bloomberg, Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Investment Management
Education
University of California, Berkeley 2004 — 2008
Bachelor of Arts (B.A.), Rhetoric
Glassdoor August 2015 - Present
BridgeAthletic December 2014 - July 2015
BlackRock November 2010 - June 2014
J.P. Morgan April 2010 - November 2010
Cushman & Wakefield August 2009 - May 2010
Skills
Sales, Communication, Microsoft Office, Sales Logix, Series 7, Series 63, Bloomberg, Alternative Investments, Asset Allocation, Asset Management, Equities, Fixed Income, Hedge Funds, Investment Management
Education
University of California, Berkeley 2004 — 2008
Bachelor of Arts (B.A.), Rhetoric
Katherine (Murray) Conway Katherine (Murray) Conway's J.P. Morgan Experience July 2009 - July 2013
Job Manager of Hedge Fund Financial Reporting at GMO
Industry Financial Services
Experience
GMO May 2014 - Present
GMO August 2013 - April 2014
J.P. Morgan July 2009 - July 2013
KPMG Ireland October 2005 - June 2009
Skills
Big 4, Auditing, Financial Reporting, External Audit, IFRS, US GAAP, Financial Services, Financial Statement..., Accounting, Hedge Funds, Mutual Funds, Financial Statements, Fund Of Funds
Education
Institute of Chartered Accountants in Ireland 2005 — 2009
ACA
University College Dublin 2002 — 2005
Bachelor of Commerce (BCom)
Noble and Greenough School 1996 — 2002
GMO May 2014 - Present
GMO August 2013 - April 2014
J.P. Morgan July 2009 - July 2013
KPMG Ireland October 2005 - June 2009
Skills
Big 4, Auditing, Financial Reporting, External Audit, IFRS, US GAAP, Financial Services, Financial Statement..., Accounting, Hedge Funds, Mutual Funds, Financial Statements, Fund Of Funds
Education
Institute of Chartered Accountants in Ireland 2005 — 2009
ACA
University College Dublin 2002 — 2005
Bachelor of Commerce (BCom)
Noble and Greenough School 1996 — 2002
Kristen Hobson Kristen Hobson's J.P. Morgan Experience June 2013 - Present
Job CSA at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
The Pet Firm May 2012 - August 2012
Skills
PowerPoint
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science in Business Administration (BSBA), Finance, Chemistry (minor)
Corona Del Sol 2005 — 2009
J.P. Morgan June 2013 - Present
The Pet Firm May 2012 - August 2012
Skills
PowerPoint
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Science in Business Administration (BSBA), Finance, Chemistry (minor)
Corona Del Sol 2005 — 2009
Ann Luong Ann Luong's J.P. Morgan Experience November 2012 - August 2014
Job Associate at Golub Group, LLC
Industry Investment Management
Experience
Golub Group, LLC September 2014 - Present
J.P. Morgan November 2012 - August 2014
JPMorgan Chase September 2011 - October 2012
University of California, Berkeley June 2008 - May 2011
Merrill Lynch December 2009 - May 2010
Educational Guidance Center November 2007 - December 2008
Cushman & Wakefield June 2007 - January 2008
Skills
Financial Modeling, Data Analysis, Financial Analysis, Banking, Microsoft Word, Microsoft Excel, PowerPoint, Access, Financial Reporting, Marketing, Project Management
Education
University of California, Berkeley 2007 — 2011
B.A., Psychology
Golub Group, LLC September 2014 - Present
J.P. Morgan November 2012 - August 2014
JPMorgan Chase September 2011 - October 2012
University of California, Berkeley June 2008 - May 2011
Merrill Lynch December 2009 - May 2010
Educational Guidance Center November 2007 - December 2008
Cushman & Wakefield June 2007 - January 2008
Skills
Financial Modeling, Data Analysis, Financial Analysis, Banking, Microsoft Word, Microsoft Excel, PowerPoint, Access, Financial Reporting, Marketing, Project Management
Education
University of California, Berkeley 2007 — 2011
B.A., Psychology
Carson Fei Carson Fei's J.P. Morgan Experience July 2012 - August 2012
Job Business Analyst at Synaptics
Industry Wireless
Experience
Synaptics January 2014 - April 2015
Infusion Lounge September 2012 - December 2012
J.P. Morgan July 2012 - August 2012
DBS Bank June 2012 - July 2012
Morgan Stanley June 2011 - August 2011
Skills
Business Operations, Strategic Planning, Market Research, Market Analysis, Trend Analysis, Competitive Analysis, Sales Operations, Fundamental Analysis, Financial Analysis, Financial Modeling, Financial Forecasting, Business Valuation, Revenue Analysis, Revenue Forecasting, Pricing Analysis, Pricing Strategy, Data Analysis, Microsoft Excel, VBA, Pivot Tables, Vlookup, PowerPoint, Keynote, Salesforce.com, Oracle, Hyperion, Hadoop, Access, R, Mobile Devices, Display Technology, Touch Interfaces
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Double Major: Economics, Legal Studies
San Francisco School of Bartending 2013 — 2013
License, Bartending
Synaptics January 2014 - April 2015
Infusion Lounge September 2012 - December 2012
J.P. Morgan July 2012 - August 2012
DBS Bank June 2012 - July 2012
Morgan Stanley June 2011 - August 2011
Skills
Business Operations, Strategic Planning, Market Research, Market Analysis, Trend Analysis, Competitive Analysis, Sales Operations, Fundamental Analysis, Financial Analysis, Financial Modeling, Financial Forecasting, Business Valuation, Revenue Analysis, Revenue Forecasting, Pricing Analysis, Pricing Strategy, Data Analysis, Microsoft Excel, VBA, Pivot Tables, Vlookup, PowerPoint, Keynote, Salesforce.com, Oracle, Hyperion, Hadoop, Access, R, Mobile Devices, Display Technology, Touch Interfaces
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Double Major: Economics, Legal Studies
San Francisco School of Bartending 2013 — 2013
License, Bartending
Shawn Laljit Shawn Laljit's J.P. Morgan Experience June 2014 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Premier Store Fixtures, Inc January 2014 - June 2014
University at Albany School of Business Investment Group September 2011 - December 2013
J.P. Morgan June 2013 - August 2013
CL King & Associates May 2012 - January 2013
University at Albany August 2012 - December 2012
The Ayco Company, L.P., Goldman Sachs & Co. January 2012 - May 2012
University at Albany Office of Support Services September 2011 - May 2012
Skills
Financial Modeling, Microsoft Excel, Financial Statement...
Education
State University of New York at Albany 2009 — 2013
B.S. Business Administration, Accounting, Economics
Sachem High School North 2007 — 2009
Advanced Regents Diploma
Sewanhaka High School 2003 — 2007
J.P. Morgan June 2014 - Present
Premier Store Fixtures, Inc January 2014 - June 2014
University at Albany School of Business Investment Group September 2011 - December 2013
J.P. Morgan June 2013 - August 2013
CL King & Associates May 2012 - January 2013
University at Albany August 2012 - December 2012
The Ayco Company, L.P., Goldman Sachs & Co. January 2012 - May 2012
University at Albany Office of Support Services September 2011 - May 2012
Skills
Financial Modeling, Microsoft Excel, Financial Statement...
Education
State University of New York at Albany 2009 — 2013
B.S. Business Administration, Accounting, Economics
Sachem High School North 2007 — 2009
Advanced Regents Diploma
Sewanhaka High School 2003 — 2007
Ying-Chen Li Ying-Chen Li's J.P. Morgan Experience January 2007 - January 2009
Job Senior Trading Strategist at Bank of America
Industry Financial Services
Experience
Bank of America April 2013 - Present
Riverbend Capital Advisors September 2012 - April 2013
Interactive Data Corp December 2009 - May 2012
J.P. Morgan January 2007 - January 2009
Merrill Lynch January 1997 - January 2007
Skills
Quantitative analysis,..., Fixed Income, Interest Rate..., Structured Products, Credit Derivatives, Capital Markets, Portfolio Management, Investment Banking, Hedge Funds, Equities, Swaps, Trading, Structured Finance, Derivatives
Education
University of California, Berkeley
Doctor of Philosophy (Ph.D.), Mathematics
Bank of America April 2013 - Present
Riverbend Capital Advisors September 2012 - April 2013
Interactive Data Corp December 2009 - May 2012
J.P. Morgan January 2007 - January 2009
Merrill Lynch January 1997 - January 2007
Skills
Quantitative analysis,..., Fixed Income, Interest Rate..., Structured Products, Credit Derivatives, Capital Markets, Portfolio Management, Investment Banking, Hedge Funds, Equities, Swaps, Trading, Structured Finance, Derivatives
Education
University of California, Berkeley
Doctor of Philosophy (Ph.D.), Mathematics
Huston Stewart, AAMS®, CRPC® Huston Stewart, AAMS®, CRPC®'s J.P. Morgan Experience February 2005 - November 2008
Job Senior Vice President, Southeast Regional Sales Director at NorthCoast Asset Management
Industry Financial Services
Experience
NorthCoast Asset Management March 2014 - Present
RidgeWorth Investments November 2012 - February 2014
OppenheimerFunds November 2008 - October 2012
J.P. Morgan February 2005 - November 2008
UBS Wealth Management August 2002 - February 2005
Opal Financial Group September 2001 - August 2002
Skills
Series 7, series 66, Accredited Asset..., Chartered Retirement..., Mutual Funds, Financial Advisory, Fixed Income, Sales, Business Development, Separately Managed..., Investments, Financial Services, Series 63, Financial Analysis, Equities, Asset Management, Retirement
Education
University of Alabama 1995 — 2000
B.A, Advertising
The Bolles School 1989 — 1995
NorthCoast Asset Management March 2014 - Present
RidgeWorth Investments November 2012 - February 2014
OppenheimerFunds November 2008 - October 2012
J.P. Morgan February 2005 - November 2008
UBS Wealth Management August 2002 - February 2005
Opal Financial Group September 2001 - August 2002
Skills
Series 7, series 66, Accredited Asset..., Chartered Retirement..., Mutual Funds, Financial Advisory, Fixed Income, Sales, Business Development, Separately Managed..., Investments, Financial Services, Series 63, Financial Analysis, Equities, Asset Management, Retirement
Education
University of Alabama 1995 — 2000
B.A, Advertising
The Bolles School 1989 — 1995
Tracy Mao Tracy Mao's J.P. Morgan Experience July 2015 - Present
Job Executive Director at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan July 2015 - Present
Capgemini August 2012 - July 2015
Goldman Sachs February 2000 - May 2012
J.P. Morgan September 1997 - February 2000
Skills
Business Analysis, Equities, Management Consulting, Fixed Income, IT Strategy, Derivatives, Financial Services, Business Intelligence, Project Management, Management, Reference Data, Integration, Program Management, Business Process..., IT Outsourcing, Capital Markets, Risk Management, Financial Modeling, Technology Integration, Sales Technology..., Sybase, PMO, Finance, Project Governance
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Information Systems, Finance and International Business
University at Buffalo
J.P. Morgan July 2015 - Present
Capgemini August 2012 - July 2015
Goldman Sachs February 2000 - May 2012
J.P. Morgan September 1997 - February 2000
Skills
Business Analysis, Equities, Management Consulting, Fixed Income, IT Strategy, Derivatives, Financial Services, Business Intelligence, Project Management, Management, Reference Data, Integration, Program Management, Business Process..., IT Outsourcing, Capital Markets, Risk Management, Financial Modeling, Technology Integration, Sales Technology..., Sybase, PMO, Finance, Project Governance
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Information Systems, Finance and International Business
University at Buffalo
Hernan Slepacoff Hernan Slepacoff's J.P. Morgan Experience October 2012 - Present
Job Retirement Education Specialist at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan October 2012 - Present
Albaugh Inc. December 2011 - September 2012
QBK Tax Services February 2012 - April 2012
Atanor S.C.A. August 2005 - October 2011
Deloitte Argentina August 2003 - August 2005
Auren February 2000 - August 2003
Enrique Raichman Accounting Firm April 1994 - February 2000
Skills
Series 6, Series 63, Payroll, Microsoft Excel, Microsoft Word, Account Reconciliation, Bank Reconciliation, Accounts Payable, Accounts Receivable, Bookkeeping, Auditing, Bilingual in Spanish..., Advanced in Portuguese, Access, AS400 system, Financial Statement..., Translation, Journal Entries, Deferred Tax, Due Diligence
Education
Universidad de Buenos Aires / UBA 1994 — 1998
Certified Public Accountant, Accounting
J.P. Morgan October 2012 - Present
Albaugh Inc. December 2011 - September 2012
QBK Tax Services February 2012 - April 2012
Atanor S.C.A. August 2005 - October 2011
Deloitte Argentina August 2003 - August 2005
Auren February 2000 - August 2003
Enrique Raichman Accounting Firm April 1994 - February 2000
Skills
Series 6, Series 63, Payroll, Microsoft Excel, Microsoft Word, Account Reconciliation, Bank Reconciliation, Accounts Payable, Accounts Receivable, Bookkeeping, Auditing, Bilingual in Spanish..., Advanced in Portuguese, Access, AS400 system, Financial Statement..., Translation, Journal Entries, Deferred Tax, Due Diligence
Education
Universidad de Buenos Aires / UBA 1994 — 1998
Certified Public Accountant, Accounting
Tania Prochilo's J.P. Morgan Experience 1999 - 2006
Job Sole Proprietor/Trainer at Fitness Fusion, LLC
Industry Health, Wellness and Fitness
Experience
Fitness Fusion, LLC November 2011 - Present
JPMorgan Chase February 1999 - February 2006
J.P. Morgan 1999 - 2006
Education
SUNY Albany 1989 — 1991
Bachelor of Arts (BA), Economics
Fitness Fusion, LLC November 2011 - Present
JPMorgan Chase February 1999 - February 2006
J.P. Morgan 1999 - 2006
Education
SUNY Albany 1989 — 1991
Bachelor of Arts (BA), Economics
Teuku Arckyansyah Meraxa's J.P. Morgan Experience June 2012 - August 2012
Job Ph.D. Candidate in Economic Geography
Industry Research
Experience
UB-SIM Singapore Programs March 2014 - May 2015
PwC June 2014 - July 2014
State University of New York at Buffalo August 2013 - May 2014
McKinsey & Company June 2013 - June 2013
J.P. Morgan June 2012 - August 2012
State University of New York at Buffalo August 2009 - December 2010
Deutsche Bank June 2009 - July 2009
Bank Mandiri October 2007 - November 2007
Education
State University of New York at Buffalo 2011 — 2015
Doctor of Philosophy (Ph.D.), Economic Geography & International Business
State University of New York at Buffalo 2008 — 2010
B.A. / M.S., Economics
Taylor's University 2005 — 2007
American Degree Transfer Program
UB-SIM Singapore Programs March 2014 - May 2015
PwC June 2014 - July 2014
State University of New York at Buffalo August 2013 - May 2014
McKinsey & Company June 2013 - June 2013
J.P. Morgan June 2012 - August 2012
State University of New York at Buffalo August 2009 - December 2010
Deutsche Bank June 2009 - July 2009
Bank Mandiri October 2007 - November 2007
Education
State University of New York at Buffalo 2011 — 2015
Doctor of Philosophy (Ph.D.), Economic Geography & International Business
State University of New York at Buffalo 2008 — 2010
B.A. / M.S., Economics
Taylor's University 2005 — 2007
American Degree Transfer Program
Alexander Shepard's J.P. Morgan Experience March 2012 - Present
Job Senior Banker, J.P. Morgan Private Bank
Industry Investment Banking
Experience
J.P. Morgan March 2012 - Present
MF Global May 2009 - November 2011
Sokolin LLC December 2008 - May 2009
HSBC April 2007 - September 2008
ABN AMRO Bank N.V. November 2003 - April 2007
UBS Investment Bank September 1994 - August 2003
Skills
Alternative Investments
Education
University of Bristol 1991 — 1994
BS, Psychology
Eton College 1985 — 1990
J.P. Morgan March 2012 - Present
MF Global May 2009 - November 2011
Sokolin LLC December 2008 - May 2009
HSBC April 2007 - September 2008
ABN AMRO Bank N.V. November 2003 - April 2007
UBS Investment Bank September 1994 - August 2003
Skills
Alternative Investments
Education
University of Bristol 1991 — 1994
BS, Psychology
Eton College 1985 — 1990
Sun-Jae T. Lee Sun-Jae T. Lee's J.P. Morgan Experience
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan
Skills
Operations Management, Management, Account Management, Business Analysis, Financial Analysis, Business Development, Risk Management, Product Management, Process Improvement, Alternative Investments, Derivatives, Financial Services, Fixed Income, Investment Banking, Equities, Hedge Funds, Bloomberg
Education
University at Albany
BA, Economics and East Asian Studies
Bronx Science
J.P. Morgan
Skills
Operations Management, Management, Account Management, Business Analysis, Financial Analysis, Business Development, Risk Management, Product Management, Process Improvement, Alternative Investments, Derivatives, Financial Services, Fixed Income, Investment Banking, Equities, Hedge Funds, Bloomberg
Education
University at Albany
BA, Economics and East Asian Studies
Bronx Science
Kristin Marie Kunert's J.P. Morgan Experience June 2015 - August 2015
Job Private Markets Investor Relations
Industry Financial Services
Experience
Johnson Graduate School of Management at Cornell University August 2014 - Present
J.P. Morgan June 2015 - August 2015
Wilshire Associates May 2007 - May 2014
Freelance January 2006 - January 2009
University of Pittsburgh September 2005 - April 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Private Equity, Report Writing, Creative Writing, English Literature, RFP, Client Service Oriented, Investor Relations, Conference Coordination, Customer Service, Marketing Communications, Finance, Sunguard, Salesforce.com, Alternative Investments, Client Services, Leadership, Writing, Microsoft Office, Investments
Education
Cornell University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pittsburgh 2004 — 2006
M.A., English Literature
University at Buffalo 1999 — 2003
B.A., English Literature
Johnson Graduate School of Management at Cornell University August 2014 - Present
J.P. Morgan June 2015 - August 2015
Wilshire Associates May 2007 - May 2014
Freelance January 2006 - January 2009
University of Pittsburgh September 2005 - April 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Private Equity, Report Writing, Creative Writing, English Literature, RFP, Client Service Oriented, Investor Relations, Conference Coordination, Customer Service, Marketing Communications, Finance, Sunguard, Salesforce.com, Alternative Investments, Client Services, Leadership, Writing, Microsoft Office, Investments
Education
Cornell University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pittsburgh 2004 — 2006
M.A., English Literature
University at Buffalo 1999 — 2003
B.A., English Literature
Yanco Escano's J.P. Morgan Experience September 2015 - Present
Job AML/KYC Onboarding Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
Infinata March 2014 - April 2015
ADP May 2013 - March 2014
Gap Inc. November 2012 - March 2013
University at Buffalo September 2010 - May 2012
University at Buffalo September 2010 - May 2011
University at Buffalo April 2010 - April 2011
University at Buffalo April 2009 - April 2011
University at Buffalo March 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Data Analysis, Research, Microsoft Word, Salesforce.com
Education
SUNY at Buffalo 2008 — 2012
Bachelor of Science in Business Administration
J.P. Morgan September 2015 - Present
Infinata March 2014 - April 2015
ADP May 2013 - March 2014
Gap Inc. November 2012 - March 2013
University at Buffalo September 2010 - May 2012
University at Buffalo September 2010 - May 2011
University at Buffalo April 2010 - April 2011
University at Buffalo April 2009 - April 2011
University at Buffalo March 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Data Analysis, Research, Microsoft Word, Salesforce.com
Education
SUNY at Buffalo 2008 — 2012
Bachelor of Science in Business Administration
Emily Durkee Emily Durkee's J.P. Morgan Experience July 2014 - March 2015
Job AML QA Officer at Commerzbank AG
Industry Banking
Experience
Commerzbank AG March 2015 - Present
J.P. Morgan July 2014 - March 2015
Sumitomo Mitsui Banking Corporation October 2011 - July 2014
Arvest Bank August 2006 - October 2011
State of Arkansas 2005 - 2006
Skills
AML, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Training, Research, Banking
Education
University of Arkansas 1999 — 2003
BS, Business
Commerzbank AG March 2015 - Present
J.P. Morgan July 2014 - March 2015
Sumitomo Mitsui Banking Corporation October 2011 - July 2014
Arvest Bank August 2006 - October 2011
State of Arkansas 2005 - 2006
Skills
AML, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Training, Research, Banking
Education
University of Arkansas 1999 — 2003
BS, Business
Stephen Maloney Stephen Maloney's J.P. Morgan Experience May 2014 - Present
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Buffalo Undergraduate Consulting Club April 2013 - Present
Terese Kelly Investment Group April 2014 - Present
Manage Your Business, LLC February 2014 - May 2014
Zolio Inc June 2013 - August 2013
Perinton Aquatics Center April 2007 - May 2013
Wall Street Oasis November 2012 - April 2013
Skills
Microsoft Excel, Microsoft Office, Economics, Social Media, PowerPoint, Bloomberg Terminal, Finance, Portfolio Management, Market Research, Consulting, Management, Public Speaking, Strategy, Microsoft Word, Leadership, Analysis
Education
State University of New York at Buffalo 2011 — 2015
Bachelor of Science Business Administration, Finance Concentration & Bachelor of Arts, Economics
Fairport High School 2008 — 2011
J.P. Morgan May 2014 - Present
Buffalo Undergraduate Consulting Club April 2013 - Present
Terese Kelly Investment Group April 2014 - Present
Manage Your Business, LLC February 2014 - May 2014
Zolio Inc June 2013 - August 2013
Perinton Aquatics Center April 2007 - May 2013
Wall Street Oasis November 2012 - April 2013
Skills
Microsoft Excel, Microsoft Office, Economics, Social Media, PowerPoint, Bloomberg Terminal, Finance, Portfolio Management, Market Research, Consulting, Management, Public Speaking, Strategy, Microsoft Word, Leadership, Analysis
Education
State University of New York at Buffalo 2011 — 2015
Bachelor of Science Business Administration, Finance Concentration & Bachelor of Arts, Economics
Fairport High School 2008 — 2011
Tim Fabio Tim Fabio's J.P. Morgan Experience May 1991 - January 2013
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust January 2013 - Present
J.P. Morgan May 1991 - January 2013
Skills
Wealth Management, Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Investment Management, Investment Advisory, Credit, Private Equity, ETFs, Series 65
Education
University at Albany, SUNY 1982 — 1986
Bachelor’s Degree, Communications
U.S. Trust January 2013 - Present
J.P. Morgan May 1991 - January 2013
Skills
Wealth Management, Alternative Investments, Hedge Funds, Asset Management, Portfolio Management, Investment Management, Investment Advisory, Credit, Private Equity, ETFs, Series 65
Education
University at Albany, SUNY 1982 — 1986
Bachelor’s Degree, Communications
Marti Adams, CFP® Marti Adams, CFP®'s J.P. Morgan Experience July 2004 - August 2006
Job Financial Products Wholesaler In Transition
Industry Financial Services
Experience
Insight Wealth May 2014 - August 2014
Equinox Group Distributors August 2009 - September 2013
Equinox Group Distributors August 2009 - August 2013
ING May 2008 - November 2008
Old Mutual September 2006 - November 2007
J.P. Morgan July 2004 - August 2006
Merrill Lynch October 1996 - February 2004
Skills
Alternative Investments, Mutual Funds, Separately Managed..., Relationship Management, Cross Selling, Retirement Planning, Asset Allocation, Client Development, Communication Skills, Strategic Planning, Series 7, Financial Services, Financial Advisory
Education
University of Arkansas 1981 — 1985
Bachelor of Science (BS), Finance, General
Insight Wealth May 2014 - August 2014
Equinox Group Distributors August 2009 - September 2013
Equinox Group Distributors August 2009 - August 2013
ING May 2008 - November 2008
Old Mutual September 2006 - November 2007
J.P. Morgan July 2004 - August 2006
Merrill Lynch October 1996 - February 2004
Skills
Alternative Investments, Mutual Funds, Separately Managed..., Relationship Management, Cross Selling, Retirement Planning, Asset Allocation, Client Development, Communication Skills, Strategic Planning, Series 7, Financial Services, Financial Advisory
Education
University of Arkansas 1981 — 1985
Bachelor of Science (BS), Finance, General
florence espinoza florence espinoza's J.P. Morgan Experience October 2001 - August 2003
Job french ads quality rater at Google
Industry Internet
Experience
Google November 2012 - Present
Oaktree Capital Management June 2009 - April 2012
L'Oréal November 2007 - June 2008
CISAC June 2006 - May 2007
Systeia Capital Management - Groupe Credit Lyonnais December 2003 - December 2005
J.P. Morgan October 2001 - August 2003
Partech International February 1999 - August 2000
Education
UCSB 1996 — 1998
Bachelor's degree, Spanish Language and Literature
UC Berkeley 1993 — 1995
Google November 2012 - Present
Oaktree Capital Management June 2009 - April 2012
L'Oréal November 2007 - June 2008
CISAC June 2006 - May 2007
Systeia Capital Management - Groupe Credit Lyonnais December 2003 - December 2005
J.P. Morgan October 2001 - August 2003
Partech International February 1999 - August 2000
Education
UCSB 1996 — 1998
Bachelor's degree, Spanish Language and Literature
UC Berkeley 1993 — 1995
Torrance Moultrie Torrance Moultrie's J.P. Morgan Experience March 2014 - Present
Job Senior Controls Manager at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan March 2014 - Present
JPMorgan Chase July 2006 - February 2014
JPMorgan Chase December 2002 - June 2006
Skills
Banking, Credit, Sarbanes-Oxley Act, Operational Risk..., Business Analysis, Process Improvement, Business Continuity, Business Process..., Lotus Notes, Vendor Management
Education
University of Alabama 1995 — 2000
BA, Public Relations
J.P. Morgan March 2014 - Present
JPMorgan Chase July 2006 - February 2014
JPMorgan Chase December 2002 - June 2006
Skills
Banking, Credit, Sarbanes-Oxley Act, Operational Risk..., Business Analysis, Process Improvement, Business Continuity, Business Process..., Lotus Notes, Vendor Management
Education
University of Alabama 1995 — 2000
BA, Public Relations
Russell Brewer's J.P. Morgan Experience March 2014 - Present
Job Financial Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
GM Wealth LLC December 2012 - March 2014
Fusion Analytics Investment Partners January 2010 - December 2012
Merrill Lynch May 2004 - January 2010
Financial Professional, Institutional Sales 1996 - 2004
Skills
401k, Wealth Management, Financial Services, Financial Planners, Finance, Private Equity, Family Office, Private Banking, Investment Advisory, Financial Advisory
Education
University of Alabama 1989 — 1993
Bachelor's degree, Communication, General
J.P. Morgan March 2014 - Present
GM Wealth LLC December 2012 - March 2014
Fusion Analytics Investment Partners January 2010 - December 2012
Merrill Lynch May 2004 - January 2010
Financial Professional, Institutional Sales 1996 - 2004
Skills
401k, Wealth Management, Financial Services, Financial Planners, Finance, Private Equity, Family Office, Private Banking, Investment Advisory, Financial Advisory
Education
University of Alabama 1989 — 1993
Bachelor's degree, Communication, General
Patrick Robb Patrick Robb's J.P. Morgan Experience June 2012 - August 2013
Job Analyst at Brigade Capital
Industry Investment Management
Experience
Brigade Capital Management September 2013 - Present
J.P. Morgan June 2012 - August 2013
J.P. Morgan June 2011 - August 2011
Battery Ventures July 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
BBA, Finance
University College Dublin 2011 — 2011
Bachelor of Business Administration (BBA), Finance
Brigade Capital Management September 2013 - Present
J.P. Morgan June 2012 - August 2013
J.P. Morgan June 2011 - August 2011
Battery Ventures July 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
BBA, Finance
University College Dublin 2011 — 2011
Bachelor of Business Administration (BBA), Finance
Scott Weller Scott Weller's J.P. Morgan Experience 2004 - 2005
Job Commercial Loan Officer at Old Second National Bank
Industry Banking
Experience
Old Second National Bank October 2012 - Present
Itasca Bank & Trust Company 2010 - November 2012
J.P. Morgan 2004 - 2005
Skills
Microsoft Excel, Customer Service, Budgets, Public Speaking, Strategic Planning, Negotiation, Team Building, Business Banking, Commercial Lending, Commercial Real Estate, Real Estate Financing, C&I Lending, Cash Flow, Accounting, Microsoft Word, Teaching, PowerPoint, English, Windows, Research, Outlook, Credit Risk, Banking, Loans, Commercial Banking, Financial Analysis, Small Business Lending
Education
University of Arizona 2000 — 2004
Bachelor of Arts (B.A.)
Old Second National Bank October 2012 - Present
Itasca Bank & Trust Company 2010 - November 2012
J.P. Morgan 2004 - 2005
Skills
Microsoft Excel, Customer Service, Budgets, Public Speaking, Strategic Planning, Negotiation, Team Building, Business Banking, Commercial Lending, Commercial Real Estate, Real Estate Financing, C&I Lending, Cash Flow, Accounting, Microsoft Word, Teaching, PowerPoint, English, Windows, Research, Outlook, Credit Risk, Banking, Loans, Commercial Banking, Financial Analysis, Small Business Lending
Education
University of Arizona 2000 — 2004
Bachelor of Arts (B.A.)
Basi Legesse Basi Legesse's J.P. Morgan Experience January 2015 - Present
Job Technical Operation Support Specialist at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan October 2013 - December 2014
Eaton Corporation January 2013 - October 2013
Cooper Industries September 2012 - December 2012
Schlumberger February 2006 - August 2012
Schlumberger October 2002 - January 2006
Schlumberger August 1999 - September 2002
University of Aberdeen May 1998 - July 1999
Napier University June 1997 - April 1998
Scottish Office June 1996 - May 1997
Skills
Operating Systems, Unix, Routers, Hardware, Switches, Backup Exec, Hub, Active Directory, Laptops, Troubleshooting, Pc Systems, Desktop Support..., ITIL, Technical Support, Servers, Software Installation, Networking, IT Service Management, Microsoft Exchange, Security, BMC Remedy, Linux, Windows 7, SCCM, IT Operations, Windows, Information Technology, VMware, Testing, VPN, Help Desk Support, XP, System Administration, IT Management, Disaster Recovery, System Deployment, Network Administration, Windows Server, Cisco Technologies, DNS, Network Security, SharePoint, TCP/IP, Virtualization, VMware ESX, Firewalls, Software Documentation, Incident Management, Windows XP, Infrastructure
Education
Aberdeen University 1993 — 1995
MSc, Resources Planning
University of Aberdeen 1989 — 1995
Master of Science (M.Sc.), Resources Planning
Aberdeen University 1989 — 1992
BSc, Forestry
J.P. Morgan January 2015 - Present
J.P. Morgan October 2013 - December 2014
Eaton Corporation January 2013 - October 2013
Cooper Industries September 2012 - December 2012
Schlumberger February 2006 - August 2012
Schlumberger October 2002 - January 2006
Schlumberger August 1999 - September 2002
University of Aberdeen May 1998 - July 1999
Napier University June 1997 - April 1998
Scottish Office June 1996 - May 1997
Skills
Operating Systems, Unix, Routers, Hardware, Switches, Backup Exec, Hub, Active Directory, Laptops, Troubleshooting, Pc Systems, Desktop Support..., ITIL, Technical Support, Servers, Software Installation, Networking, IT Service Management, Microsoft Exchange, Security, BMC Remedy, Linux, Windows 7, SCCM, IT Operations, Windows, Information Technology, VMware, Testing, VPN, Help Desk Support, XP, System Administration, IT Management, Disaster Recovery, System Deployment, Network Administration, Windows Server, Cisco Technologies, DNS, Network Security, SharePoint, TCP/IP, Virtualization, VMware ESX, Firewalls, Software Documentation, Incident Management, Windows XP, Infrastructure
Education
Aberdeen University 1993 — 1995
MSc, Resources Planning
University of Aberdeen 1989 — 1995
Master of Science (M.Sc.), Resources Planning
Aberdeen University 1989 — 1992
BSc, Forestry
Nancy E. Bowes, CFP® Nancy E. Bowes, CFP®'s J.P. Morgan Experience April 2007 - April 2009
Job Investment Officer and Financial Planner, Wealth Strategies Group, Canandaigua National Bank & Trust
Industry Financial Services
Experience
Canandaigua National Bank & Trust February 2013 - Present
First Niagara Bank May 2010 - August 2012
J.P. Morgan April 2007 - April 2009
KeyBank April 1995 - April 2007
Vector Research, Inc. June 1992 - June 1995
Skills
Strategic Financial..., Investment Advisory, Commercial Lending, Commercial Mortgages, Private Banking, Bank Relationship..., Cash Management, Banking, Portfolio Management, Loans, Wealth Management, Financial Analysis, Mergers & Acquisitions, Mortgage Lending, Finance, Investments, Insurance, Commercial Banking, Estate Planning, Mutual Funds
Education
St. John Fisher College 2012 — 2013
Center for Community Engagement, Board Leadership Training
Certified Financial Planner Board of Standards, Inc. 2000 — 2003
Certified Financial Planner Designation, Financial Planning, Taxes, Investments, Insurance, & Trust
Miami University, Oxford Ohio 1989 — 1990
Ohio Bankers Association, Advanced School of Commercial Credit
State University of New York at Buffalo 1979 — 1983
Bachelor of Science, Business Management
Canandaigua National Bank & Trust February 2013 - Present
First Niagara Bank May 2010 - August 2012
J.P. Morgan April 2007 - April 2009
KeyBank April 1995 - April 2007
Vector Research, Inc. June 1992 - June 1995
Skills
Strategic Financial..., Investment Advisory, Commercial Lending, Commercial Mortgages, Private Banking, Bank Relationship..., Cash Management, Banking, Portfolio Management, Loans, Wealth Management, Financial Analysis, Mergers & Acquisitions, Mortgage Lending, Finance, Investments, Insurance, Commercial Banking, Estate Planning, Mutual Funds
Education
St. John Fisher College 2012 — 2013
Center for Community Engagement, Board Leadership Training
Certified Financial Planner Board of Standards, Inc. 2000 — 2003
Certified Financial Planner Designation, Financial Planning, Taxes, Investments, Insurance, & Trust
Miami University, Oxford Ohio 1989 — 1990
Ohio Bankers Association, Advanced School of Commercial Credit
State University of New York at Buffalo 1979 — 1983
Bachelor of Science, Business Management
Adam Morrow Adam Morrow's J.P. Morgan Experience September 2013 - Present
Job J.P. Morgan Private Banker
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Ernst & Young June 2012 - September 2013
College of William and Mary August 2011 - May 2012
Skills
Financial Services, Estate Planning, Private Wealth..., Trust Management, International Tax Law
Education
The College of William and Mary 2011 — 2012
Master of Accounting, Taxation
University of Alabama 2007 — 2011
BS, Accounting
University of Oxford 2009 — 2009
Affiliate, English Literature
J.P. Morgan September 2013 - Present
Ernst & Young June 2012 - September 2013
College of William and Mary August 2011 - May 2012
Skills
Financial Services, Estate Planning, Private Wealth..., Trust Management, International Tax Law
Education
The College of William and Mary 2011 — 2012
Master of Accounting, Taxation
University of Alabama 2007 — 2011
BS, Accounting
University of Oxford 2009 — 2009
Affiliate, English Literature
Connor Quinn's J.P. Morgan Experience May 2012 - August 2012
Job Private Equity Intern at OpenGate Capital
Industry Financial Services
Experience
OpenGate Capital January 2015 - Present
SDR Ventures, Inc June 2014 - August 2014
PwC October 2013 - December 2013
Crowdfunder December 2012 - July 2013
J.P. Morgan May 2012 - August 2012
Office of Senator Dave Cox June 2009 - August 2009
Skills
Financial Analysis, Economics, Venture Capital, Corporate Finance, Finance, Bloomberg, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Due Diligence, Data Analysis, Equities, Financial Accounting, Valuation, Investment Banking, Mergers & Acquisitions, Pitch Books, Capital IQ, Financial Modeling, Reliability, Teamwork, Mergers, Private Equity, Capital Markets, Securities, Strategy
Education
University of Southern California 2012 — 2016
University of Botswana 2013 — 2014
Exchange Student
OpenGate Capital January 2015 - Present
SDR Ventures, Inc June 2014 - August 2014
PwC October 2013 - December 2013
Crowdfunder December 2012 - July 2013
J.P. Morgan May 2012 - August 2012
Office of Senator Dave Cox June 2009 - August 2009
Skills
Financial Analysis, Economics, Venture Capital, Corporate Finance, Finance, Bloomberg, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Due Diligence, Data Analysis, Equities, Financial Accounting, Valuation, Investment Banking, Mergers & Acquisitions, Pitch Books, Capital IQ, Financial Modeling, Reliability, Teamwork, Mergers, Private Equity, Capital Markets, Securities, Strategy
Education
University of Southern California 2012 — 2016
University of Botswana 2013 — 2014
Exchange Student
McCrary Lowe's J.P. Morgan Experience 1997 - 1999
Job Principal / Portfolio Manager at Gibraltar Capital Management
Industry Investment Management
Experience
Gibraltar Capital Management 2002 - Present
Arvest Asset Management 2000 - 2002
J.P. Morgan 1997 - 1999
Llama Company 1993 - 1997
Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Wealth Management, Finance, Investments, Strategic Financial..., Valuation, Financial Modeling, Financial Analysis, Retirement Planning, Due Diligence, Estate Planning, Risk Management
Education
University of Arkansas at Fayetteville 1990 — 1994
BSBA, Financial Management
Gibraltar Capital Management 2002 - Present
Arvest Asset Management 2000 - 2002
J.P. Morgan 1997 - 1999
Llama Company 1993 - 1997
Skills
Fixed Income, Portfolio Management, Equities, Asset Management, Wealth Management, Finance, Investments, Strategic Financial..., Valuation, Financial Modeling, Financial Analysis, Retirement Planning, Due Diligence, Estate Planning, Risk Management
Education
University of Arkansas at Fayetteville 1990 — 1994
BSBA, Financial Management
Teck Bartolo Teck Bartolo's J.P. Morgan Experience June 2011 - September 2012
Job Mortgage Underwriter
Industry Financial Services
Experience
Wells Fargo September 2012 - Present
J.P. Morgan June 2011 - September 2012
Skills
Customer Service, Microsoft Office, Strategic Planning, PowerPoint, Financial Analysis, Public Speaking, Banking
Education
University of Arizona
Wells Fargo September 2012 - Present
J.P. Morgan June 2011 - September 2012
Skills
Customer Service, Microsoft Office, Strategic Planning, PowerPoint, Financial Analysis, Public Speaking, Banking
Education
University of Arizona
Nicholas Gonzalez's J.P. Morgan Experience December 2012 - August 2013
Job Project Assistant at JONES DAY®
Industry Legal Services
Experience
JONES DAY® June 2014 - Present
Freshfields Bruckhaus Deringer September 2013 - February 2014
J.P. Morgan December 2012 - August 2013
Associated Students of the University of California October 2011 - April 2012
University of Maryland May 2011 - July 2011
2011 Western Regional LGTBQIA Conference May 2010 - March 2011
Skills
Fundraising, Public Speaking, Community Outreach, Politics, Team Building, Event Planning, Public Policy, Microsoft Office, PowerPoint, Microsoft Excel, Nonprofits, Public Relations, Event Management, International Relations, Research, Leadership, Editing, Social Media, Non-profits, French, Project Management, Policy Analysis, Media Relations, Press Releases, Market Research, Photoshop, Cold Calling, Recruiting, Sales, Westlaw, Bloomberg, PACER, Depositions, Trial Exhibits, International..., Litigation, Civil Litigation, Trials
Education
UC Berkeley 2009 — 2012
Bachelor's Degree, Political Science/History
University of California 2009 — 2012
Bachelor of Arts (BA), Political Science and History
JONES DAY® June 2014 - Present
Freshfields Bruckhaus Deringer September 2013 - February 2014
J.P. Morgan December 2012 - August 2013
Associated Students of the University of California October 2011 - April 2012
University of Maryland May 2011 - July 2011
2011 Western Regional LGTBQIA Conference May 2010 - March 2011
Skills
Fundraising, Public Speaking, Community Outreach, Politics, Team Building, Event Planning, Public Policy, Microsoft Office, PowerPoint, Microsoft Excel, Nonprofits, Public Relations, Event Management, International Relations, Research, Leadership, Editing, Social Media, Non-profits, French, Project Management, Policy Analysis, Media Relations, Press Releases, Market Research, Photoshop, Cold Calling, Recruiting, Sales, Westlaw, Bloomberg, PACER, Depositions, Trial Exhibits, International..., Litigation, Civil Litigation, Trials
Education
UC Berkeley 2009 — 2012
Bachelor's Degree, Political Science/History
University of California 2009 — 2012
Bachelor of Arts (BA), Political Science and History
James Lee's J.P. Morgan Experience October 2012 - July 2014
Job Associate at AccelKKR
Industry Venture Capital & Private Equity
Experience
Accel-KKR August 2014 - Present
J.P. Morgan October 2012 - July 2014
Jefferies July 2011 - September 2012
Republic of Korea Army July 2007 - June 2009
Skills
Private Equity, Valuation, LBO, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance
Education
University of California, Berkeley
B.S, Industrial Engineering and Operations Research
Accel-KKR August 2014 - Present
J.P. Morgan October 2012 - July 2014
Jefferies July 2011 - September 2012
Republic of Korea Army July 2007 - June 2009
Skills
Private Equity, Valuation, LBO, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance
Education
University of California, Berkeley
B.S, Industrial Engineering and Operations Research
Nate Hauge Nate Hauge's J.P. Morgan Experience July 2014 - Present
Job Investment Management Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2014 - Present
Kudla Dynamic Allocation Fund March 2013 - April 2014
The Davis Center for Portfolio Management May 2012 - April 2014
J.P. Morgan June 2013 - August 2013
Skills
Portfolio Management, Microsoft Office, Bloomberg, Bloomberg Terminal, Financial Analysis, Time Management, Asset Management, Fixed Income, Economics, Microsoft Excel, Investment Management, Corporate Finance, Mutual Funds, Investments, Morningstar Direct, Economic Research, ETFs, Equity Trading
Education
University of Dayton 2010 — 2014
Bachelor of Science (B.S.), Finance, Business Economics
Universität Augsburg
Statistics & Management Information Systems
Dublin Coffman High School 2006 — 2010
J.P. Morgan July 2014 - Present
Kudla Dynamic Allocation Fund March 2013 - April 2014
The Davis Center for Portfolio Management May 2012 - April 2014
J.P. Morgan June 2013 - August 2013
Skills
Portfolio Management, Microsoft Office, Bloomberg, Bloomberg Terminal, Financial Analysis, Time Management, Asset Management, Fixed Income, Economics, Microsoft Excel, Investment Management, Corporate Finance, Mutual Funds, Investments, Morningstar Direct, Economic Research, ETFs, Equity Trading
Education
University of Dayton 2010 — 2014
Bachelor of Science (B.S.), Finance, Business Economics
Universität Augsburg
Statistics & Management Information Systems
Dublin Coffman High School 2006 — 2010
Josh Kim's J.P. Morgan Experience August 2015 - Present
Job J.P. Morgan Investment Banking
Industry Investment Banking
Experience
J.P. Morgan August 2015 - Present
Spectrum Equity 2014 - 2014
Archegos Capital Management, LP 2014 - 2014
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science
J.P. Morgan August 2015 - Present
Spectrum Equity 2014 - 2014
Archegos Capital Management, LP 2014 - 2014
Education
University of California, Berkeley 2011 — 2015
Bachelor of Science
Andrew Garriott Andrew Garriott's J.P. Morgan Experience June 2015 - August 2015
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
CFA Institute July 2015 - Present
California Hedge Fund Association July 2015 - Present
Personal and Family Funds September 2011 - Present
J.P. Morgan June 2015 - August 2015
Merrill Lynch September 2014 - May 2015
Merrill Lynch June 2014 - August 2014
Valley of the Sun Jewish Community Center November 2011 - August 2012
Skills
Wealth Management, Microsoft Excel, Microsoft Word, Bloomberg, Series 7, Financial Modeling, Microsoft Office, Fixed Income, Time Management, Research
Education
University of Arizona 2012 — 2016
Finance, 3.7 GPA
Horizon 2009 — 2012
High School
Notre Dame Preparatory 2008 — 2009
High School
CFA Institute July 2015 - Present
California Hedge Fund Association July 2015 - Present
Personal and Family Funds September 2011 - Present
J.P. Morgan June 2015 - August 2015
Merrill Lynch September 2014 - May 2015
Merrill Lynch June 2014 - August 2014
Valley of the Sun Jewish Community Center November 2011 - August 2012
Skills
Wealth Management, Microsoft Excel, Microsoft Word, Bloomberg, Series 7, Financial Modeling, Microsoft Office, Fixed Income, Time Management, Research
Education
University of Arizona 2012 — 2016
Finance, 3.7 GPA
Horizon 2009 — 2012
High School
Notre Dame Preparatory 2008 — 2009
High School
Zachary Adams's J.P. Morgan Experience June 2014 - August 2014
Job Market Risk Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Culverhouse Investment Management Group May 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Forza Financial March 2013 - May 2014
Raymond James Financial Inc. May 2013 - August 2013
Books A Million May 2012 - August 2012
Skills
Data Analysis, Applied Mathematics, Analytical Skills, Writing, Team Leadership, Microsoft Office, Financial Modeling, Economics, Management, Research, Financial Analysis, Risk Management, Investments, Quantitative Risk, Market Risk, Financial Risk, Credit Risk, Investment Management
Education
University of Alabama 2011 — 2015
Bachelor of Science (BS), Finance, Economics, Math
Jefferson County International Baccalaureate School 2007 — 2011
High School
Bank of America Merrill Lynch July 2015 - Present
Culverhouse Investment Management Group May 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Forza Financial March 2013 - May 2014
Raymond James Financial Inc. May 2013 - August 2013
Books A Million May 2012 - August 2012
Skills
Data Analysis, Applied Mathematics, Analytical Skills, Writing, Team Leadership, Microsoft Office, Financial Modeling, Economics, Management, Research, Financial Analysis, Risk Management, Investments, Quantitative Risk, Market Risk, Financial Risk, Credit Risk, Investment Management
Education
University of Alabama 2011 — 2015
Bachelor of Science (BS), Finance, Economics, Math
Jefferson County International Baccalaureate School 2007 — 2011
High School
Alexander Gavriel Alexander Gavriel's J.P. Morgan Experience June 2014 - August 2014
Job Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2015 - Present
J.P. Morgan June 2014 - August 2014
Security Research Associates May 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Economics, Financial Modeling, Financial Analysis, Capital Markets, Corporate Finance, Valuation, Investments
Education
University of California, Berkeley 2011 — 2015
Bachelor’s Degree, Business Administration
The Blackstone Group June 2015 - Present
J.P. Morgan June 2014 - August 2014
Security Research Associates May 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Economics, Financial Modeling, Financial Analysis, Capital Markets, Corporate Finance, Valuation, Investments
Education
University of California, Berkeley 2011 — 2015
Bachelor’s Degree, Business Administration
Alexandria Coari's J.P. Morgan Experience July 2010 - March 2012
Job Helping companies bridge social impact with innovative business strategy
Industry International Trade and Development
Experience
Fair Trade USA September 2013 - Present
Fair Trade USA March 2012 - September 2013
J.P. Morgan July 2010 - March 2012
J.P. Morgan November 2009 - July 2010
J.P. Morgan June 2008 - November 2009
ACCION USA September 2007 - December 2007
J.P. Morgan June 2007 - August 2007
Aprendizaje Global June 2005 - August 2005
Skills
Strategic Planning, Management, Social Innovation, Spanish, Project Management, Global Sourcing, Emerging Markets, Research, Sustainable Agriculture, Capital Markets, Corporate Finance, Financial Modeling, Supply Chain Consulting, Latin American markets, Investment Banking, International Trade, Microsoft Office, PowerPoint, Public Speaking, Bloomberg, Strategy, Nonprofits
Education
Wellesley College 2004 — 2008
Bachelor’s Degree, Economics & Spanish
University of Buenos Aires 2006 — 2006
Spanish, Economics, Literature
Fair Trade USA September 2013 - Present
Fair Trade USA March 2012 - September 2013
J.P. Morgan July 2010 - March 2012
J.P. Morgan November 2009 - July 2010
J.P. Morgan June 2008 - November 2009
ACCION USA September 2007 - December 2007
J.P. Morgan June 2007 - August 2007
Aprendizaje Global June 2005 - August 2005
Skills
Strategic Planning, Management, Social Innovation, Spanish, Project Management, Global Sourcing, Emerging Markets, Research, Sustainable Agriculture, Capital Markets, Corporate Finance, Financial Modeling, Supply Chain Consulting, Latin American markets, Investment Banking, International Trade, Microsoft Office, PowerPoint, Public Speaking, Bloomberg, Strategy, Nonprofits
Education
Wellesley College 2004 — 2008
Bachelor’s Degree, Economics & Spanish
University of Buenos Aires 2006 — 2006
Spanish, Economics, Literature
Peter G. Clemente Peter G. Clemente's J.P. Morgan Experience June 2012 - Present
Job Associate at J.P. Morgan Investment Operations
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
Cerberus Capital Management May 2007 - April 2013
Skills
Equities, Hedge Funds, Microsoft Office, Fixed Income, Derivatives
Education
State University of New York at Albany 2000 — 2004
Bachelor's degree, Cultural Anthropology
J.P. Morgan June 2012 - Present
Cerberus Capital Management May 2007 - April 2013
Skills
Equities, Hedge Funds, Microsoft Office, Fixed Income, Derivatives
Education
State University of New York at Albany 2000 — 2004
Bachelor's degree, Cultural Anthropology
Brad McFadden's J.P. Morgan Experience 2010 - Present
Job Executive Director Technology Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2010 - Present
Education
University at Buffalo
Economics
J.P. Morgan 2010 - Present
Education
University at Buffalo
Economics
Sean Condren Sean Condren's J.P. Morgan Experience February 2014 - July 2015
Job Senior Fund Accountant at Carson Private Capital
Industry Financial Services
Experience
Carson Private Capital Inc July 2015 - Present
J.P. Morgan February 2014 - July 2015
J.P. Morgan August 2011 - February 2014
AXA Advisors September 2010 - July 2011
Garrison Asset Management February 2009 - August 2010
Skills
Microsoft Excel, Financial Statements, Private Equity, Fund Accounting, Fund Administration, Financial Accounting, Alternative Investments, Financial Analysis, Investments, Team Leadership, Client Services, Communication, MS Excel Pivot Tables, Excel Models
Education
University of Arkansas 2006 — 2010
Bachelor’s Degree, Accounting and Finance, 3.76 / 4.00
Carson Private Capital Inc July 2015 - Present
J.P. Morgan February 2014 - July 2015
J.P. Morgan August 2011 - February 2014
AXA Advisors September 2010 - July 2011
Garrison Asset Management February 2009 - August 2010
Skills
Microsoft Excel, Financial Statements, Private Equity, Fund Accounting, Fund Administration, Financial Accounting, Alternative Investments, Financial Analysis, Investments, Team Leadership, Client Services, Communication, MS Excel Pivot Tables, Excel Models
Education
University of Arkansas 2006 — 2010
Bachelor’s Degree, Accounting and Finance, 3.76 / 4.00
Hope Bellina Hope Bellina's J.P. Morgan Experience June 1992 - September 2000
Job Medical Billing Specialist at J & S Stark
Industry Hospital & Health Care
Experience
J & S Stark September 2013 - Present
Helping Hands Rehabilitation October 2004 - Present
J.P. Morgan June 1992 - September 2000
Skills
Accounts Payable, Accounts Receivable, Customer Service, Office Administration
Education
University of Bridgeport 1987 — 1989
Associates in Science, Dental Hygiene
J & S Stark September 2013 - Present
Helping Hands Rehabilitation October 2004 - Present
J.P. Morgan June 1992 - September 2000
Skills
Accounts Payable, Accounts Receivable, Customer Service, Office Administration
Education
University of Bridgeport 1987 — 1989
Associates in Science, Dental Hygiene
Becky Eng Becky Eng's J.P. Morgan Experience February 2013 - Present
Job Equities & Structured Product Management at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2013 - Present
Deutsche Bank August 2010 - November 2012
Deutsche Bank March 2008 - July 2010
Swiss American Securities, Inc. June 2007 - January 2008
Deutsche Bank January 2005 - June 2007
Skills
Capital Markets, Equities, Investment Banking, Derivatives, Commodity, Options, Securities Lending, Securitization, Equity Derivatives, Structured Products, Fixed Income, Prime Brokerage, Swaps
Education
SUNY at Buffalo
Bachelor of Science (BS), Business Administration with Concentration in Finance
J.P. Morgan February 2013 - Present
Deutsche Bank August 2010 - November 2012
Deutsche Bank March 2008 - July 2010
Swiss American Securities, Inc. June 2007 - January 2008
Deutsche Bank January 2005 - June 2007
Skills
Capital Markets, Equities, Investment Banking, Derivatives, Commodity, Options, Securities Lending, Securitization, Equity Derivatives, Structured Products, Fixed Income, Prime Brokerage, Swaps
Education
SUNY at Buffalo
Bachelor of Science (BS), Business Administration with Concentration in Finance
Margaret Peeples Margaret Peeples's J.P. Morgan Experience July 2011 - April 2013
Job Analyst at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems April 2013 - Present
J.P. Morgan July 2011 - April 2013
Tacka Financial April 2010 - July 2011
Wells Fargo Advisors December 2008 - September 2009
Skills
Data Analysis, Derivatives, Fixed Income, Financial Modeling, Equities, Corporate Finance, Analysis, Financial Analysis, Risk Management, Finance, Bloomberg, Equity Research, Bloomberg Terminal, Retirement Planning, Financial Services, Accounting, Capital Markets, Credit Derivatives, Alternative Investments, Portfolio Management
Education
University of Maryland University College 2014 — 2016
Master of Science (M.S.), Data Analytics
University of Baltimore
Business, Finance
Cisco Systems April 2013 - Present
J.P. Morgan July 2011 - April 2013
Tacka Financial April 2010 - July 2011
Wells Fargo Advisors December 2008 - September 2009
Skills
Data Analysis, Derivatives, Fixed Income, Financial Modeling, Equities, Corporate Finance, Analysis, Financial Analysis, Risk Management, Finance, Bloomberg, Equity Research, Bloomberg Terminal, Retirement Planning, Financial Services, Accounting, Capital Markets, Credit Derivatives, Alternative Investments, Portfolio Management
Education
University of Maryland University College 2014 — 2016
Master of Science (M.S.), Data Analytics
University of Baltimore
Business, Finance
Janice Woo's J.P. Morgan Experience January 2014 - May 2015
Job Operations at Pave, Inc.
Industry Financial Services
Experience
Pave, Inc. June 2015 - Present
J.P. Morgan January 2014 - May 2015
J.P. Morgan July 2013 - January 2014
J.P. Morgan March 2010 - July 2013
Goldman Sachs August 2008 - March 2010
Goldman Sachs May 2007 - August 2007
Skills
Financial Modeling, Investment Banking
Education
The University of Calgary 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
Pave, Inc. June 2015 - Present
J.P. Morgan January 2014 - May 2015
J.P. Morgan July 2013 - January 2014
J.P. Morgan March 2010 - July 2013
Goldman Sachs August 2008 - March 2010
Goldman Sachs May 2007 - August 2007
Skills
Financial Modeling, Investment Banking
Education
The University of Calgary 2004 — 2008
Bachelor of Commerce (B.Com.), Finance
Craig Weingard Craig Weingard's J.P. Morgan Experience December 2014 - Present
Job Vice President/ Compliance Exam Manager
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
JPMorgan Chase October 2012 - Present
Piro/Ogilvy April 2012 - October 2012
Credit Suisse May 2007 - April 2012
HSBC Securities October 2004 - May 2007
Lehman Brothers Inc. Trustee September 1997 - October 2004
Skills
Capital Markets, Financial Services, Hedge Funds, Securities, Investment Banking, Equities, Series 7, Banking, Loans, Alternative Investments, Relationship Management, Private Equity, Portfolio Management, Mutual Funds, Credit, Financial Markets, Trading, Investments, Asset Managment, Fixed Income
Education
University at Buffalo
Bachelor of Science, Business Mangement with a concentration in Marketing
J.P. Morgan December 2014 - Present
JPMorgan Chase October 2012 - Present
Piro/Ogilvy April 2012 - October 2012
Credit Suisse May 2007 - April 2012
HSBC Securities October 2004 - May 2007
Lehman Brothers Inc. Trustee September 1997 - October 2004
Skills
Capital Markets, Financial Services, Hedge Funds, Securities, Investment Banking, Equities, Series 7, Banking, Loans, Alternative Investments, Relationship Management, Private Equity, Portfolio Management, Mutual Funds, Credit, Financial Markets, Trading, Investments, Asset Managment, Fixed Income
Education
University at Buffalo
Bachelor of Science, Business Mangement with a concentration in Marketing
Alexandra Minarik, PMP's J.P. Morgan Experience September 2008 - July 2011
Job Provider Network Management Director at Anthem
Industry Hospital & Health Care
Experience
Anthem July 2015 - Present
WellPoint June 2014 - June 2015
WellPoint August 2011 - May 2014
J.P. Morgan September 2008 - July 2011
PNC Bank November 2007 - July 2008
Skills
Project Management, Collaborative Problem..., Organization &..., Risk Management, Cross-functional Team..., Process Improvement, Business Process..., Program Management, Visio, Strategy, Budgets
Education
University of Arizona 2003 — 2006
BA, Economics & Spanish
Anthem July 2015 - Present
WellPoint June 2014 - June 2015
WellPoint August 2011 - May 2014
J.P. Morgan September 2008 - July 2011
PNC Bank November 2007 - July 2008
Skills
Project Management, Collaborative Problem..., Organization &..., Risk Management, Cross-functional Team..., Process Improvement, Business Process..., Program Management, Visio, Strategy, Budgets
Education
University of Arizona 2003 — 2006
BA, Economics & Spanish
Sunil Varughese Sunil Varughese's J.P. Morgan Experience October 2013 - August 2014
Job Senior Risk Analyst Model Development COE at GE Capital
Industry Information Technology and Services
Experience
GE Capital August 2014 - Present
J.P. Morgan October 2013 - August 2014
KPMG July 2013 - October 2013
UBS Investment Bank May 2006 - July 2013
PartnerRe June 2004 - May 2006
Skills
SAP BI, SAP BW, Business Objects, Business Analysis, Change Management, Release Management, Vendor Management, Project Management, Business Intelligence, SQL, Oracle General Ledger, Requirements Analysis, Consulting, Enterprise Software, Financial Analysis, Management, Requirements Gathering, Risk Management, Analysis, SDLC, Microsoft Office, Business Process..., Process Improvement, Data Analysis, Financial Risk, Financial Services
Education
University of Bridgeport 2004 — 2005
Master of Business Administration (MBA), Accounting and Finance, 3.9
State University of New York at Albany 2001 — 2004
Bachelor of Science (BS), Finance and Marketing, 3.4
GE Capital August 2014 - Present
J.P. Morgan October 2013 - August 2014
KPMG July 2013 - October 2013
UBS Investment Bank May 2006 - July 2013
PartnerRe June 2004 - May 2006
Skills
SAP BI, SAP BW, Business Objects, Business Analysis, Change Management, Release Management, Vendor Management, Project Management, Business Intelligence, SQL, Oracle General Ledger, Requirements Analysis, Consulting, Enterprise Software, Financial Analysis, Management, Requirements Gathering, Risk Management, Analysis, SDLC, Microsoft Office, Business Process..., Process Improvement, Data Analysis, Financial Risk, Financial Services
Education
University of Bridgeport 2004 — 2005
Master of Business Administration (MBA), Accounting and Finance, 3.9
State University of New York at Albany 2001 — 2004
Bachelor of Science (BS), Finance and Marketing, 3.4
Christopher Pettis's J.P. Morgan Experience January 2015 - Present
Job Vice President, Account Reference Data at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan April 2013 - Present
Morgan Stanley July 2011 - March 2013
Morgan Stanley January 2011 - June 2011
Morgan Stanley January 2008 - January 2011
Morgan Stanley January 2005 - January 2008
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Middle Office, Fixed Income, Equities, Securities, Alternative Investments, Settlement, Trading Systems, Financial Services, Investment Banking, Back Office, Financial Risk, Investments
Education
University of Baltimore/Towson University 2011 — 2014
Master of Business Administration (MBA), Finance, General
University of Baltimore 2006 — 2008
Bachelor's of Science, Business Management - Accounting
J.P. Morgan January 2015 - Present
J.P. Morgan April 2013 - Present
Morgan Stanley July 2011 - March 2013
Morgan Stanley January 2011 - June 2011
Morgan Stanley January 2008 - January 2011
Morgan Stanley January 2005 - January 2008
Skills
Prime Brokerage, Hedge Funds, Securities Lending, Middle Office, Fixed Income, Equities, Securities, Alternative Investments, Settlement, Trading Systems, Financial Services, Investment Banking, Back Office, Financial Risk, Investments
Education
University of Baltimore/Towson University 2011 — 2014
Master of Business Administration (MBA), Finance, General
University of Baltimore 2006 — 2008
Bachelor's of Science, Business Management - Accounting
Oliver Carpenter Oliver Carpenter's J.P. Morgan Experience April 2012 - April 2012
Job Trainee Wealth Advisor at deVere USA
Industry Financial Services
Experience
deVere USA November 2014 - Present
deVere Group August 2014 - October 2014
University of Birmingham Investment Fund January 2013 - April 2014
Alumni Oil September 2013 - September 2013
Voltaire Securities LLP July 2013 - August 2013
Peel Hunt June 2013 - June 2013
J.P. Morgan April 2012 - April 2012
Winterflood Securities July 2010 - July 2010
Education
The University of Birmingham 2011 — 2014
Money, Banking and Finance, Economics
Howard of Effingham 2004 — 2011
deVere USA November 2014 - Present
deVere Group August 2014 - October 2014
University of Birmingham Investment Fund January 2013 - April 2014
Alumni Oil September 2013 - September 2013
Voltaire Securities LLP July 2013 - August 2013
Peel Hunt June 2013 - June 2013
J.P. Morgan April 2012 - April 2012
Winterflood Securities July 2010 - July 2010
Education
The University of Birmingham 2011 — 2014
Money, Banking and Finance, Economics
Howard of Effingham 2004 — 2011
Vishal Mirchandani Vishal Mirchandani's J.P. Morgan Experience July 2006 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2006 - Present
Skills
Emerging Markets, Risk Management, Exotic Derivatives, Fixed Income, College Teaching, Mathematics, Calculus, Hedging, Financial Risk, Investments, Derivatives, Trading, Structured Products, FX Options
Education
University of Warwick - Warwick Business School 2005 — 2006
Master of Science (MSc), Financial Mathematics, Distinction
University of Bristol 2002 — 2005
Bachelor of Science (BSc), Mathematics
J.P. Morgan July 2006 - Present
Skills
Emerging Markets, Risk Management, Exotic Derivatives, Fixed Income, College Teaching, Mathematics, Calculus, Hedging, Financial Risk, Investments, Derivatives, Trading, Structured Products, FX Options
Education
University of Warwick - Warwick Business School 2005 — 2006
Master of Science (MSc), Financial Mathematics, Distinction
University of Bristol 2002 — 2005
Bachelor of Science (BSc), Mathematics
Ryan Willsmore Ryan Willsmore's J.P. Morgan Experience August 2012 - June 2013
Job Manager of Hedge Fund Reporting at SS&C Technologies
Industry Financial Services
Experience
River Capital June 2013 - March 2015
J.P. Morgan August 2012 - June 2013
Pentana Solutions November 2011 - August 2012
Vision Capital January 2010 - June 2011
Charles Stanley April 2005 - November 2009
J.P. Morgan January 2003 - February 2005
Hincks and Smith February 1998 - September 2002
Skills
Hedge Funds, Private Equity, Management Accounting, Fund Accounting, Finance, Financial Accounting, Management, Financial Analysis, Business Analysis, Financial Reporting, Equities, Investments, Financial Services, IFRS, Cash Flow, Credit
Education
University of Adelaide 1998 — 2001
Bachelor of Commerce (BCom), Accounting
River Capital June 2013 - March 2015
J.P. Morgan August 2012 - June 2013
Pentana Solutions November 2011 - August 2012
Vision Capital January 2010 - June 2011
Charles Stanley April 2005 - November 2009
J.P. Morgan January 2003 - February 2005
Hincks and Smith February 1998 - September 2002
Skills
Hedge Funds, Private Equity, Management Accounting, Fund Accounting, Finance, Financial Accounting, Management, Financial Analysis, Business Analysis, Financial Reporting, Equities, Investments, Financial Services, IFRS, Cash Flow, Credit
Education
University of Adelaide 1998 — 2001
Bachelor of Commerce (BCom), Accounting
Randall Crane Randall Crane's J.P. Morgan Experience August 2012 - December 2012
Job Financial Analyst at Surgical Care Affiliates
Industry Financial Services
Experience
Surgical Care Affiliates January 2013 - Present
J.P. Morgan August 2012 - December 2012
NAA Life July 2011 - February 2012
DMC Atlanta, Inc. March 2011 - July 2011
Summer Classics May 2007 - August 2007
Skills
Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Marketing, Budgets, Acess, Financial Analysis, Financial Reporting, Finance, Financial Accounting, Forecasting, Hyperion, Singing, Essbase
Education
University of Alabama 2006 — 2010
BS, Business
Surgical Care Affiliates January 2013 - Present
J.P. Morgan August 2012 - December 2012
NAA Life July 2011 - February 2012
DMC Atlanta, Inc. March 2011 - July 2011
Summer Classics May 2007 - August 2007
Skills
Sales, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Marketing, Budgets, Acess, Financial Analysis, Financial Reporting, Finance, Financial Accounting, Forecasting, Hyperion, Singing, Essbase
Education
University of Alabama 2006 — 2010
BS, Business
Martin C Walsh Martin C Walsh's J.P. Morgan Experience 2014 - 2015
Job Managing Director at Goldman Sachs, Asset Management Technology
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
J.P. Morgan 2014 - 2015
Goldman Sachs 2004 - 2014
Goldman Sachs 1996 - 2004
Skills
Trading Systems, Equities, Investment Banking, Equity Derivatives, Order Management, Trading, Electronic Trading, Derivatives
Education
University College Cork, Ireland 1992 — 1996
BE, Electrical & Microelectronic Engineering
Goldman Sachs April 2015 - Present
J.P. Morgan 2014 - 2015
Goldman Sachs 2004 - 2014
Goldman Sachs 1996 - 2004
Skills
Trading Systems, Equities, Investment Banking, Equity Derivatives, Order Management, Trading, Electronic Trading, Derivatives
Education
University College Cork, Ireland 1992 — 1996
BE, Electrical & Microelectronic Engineering
Marc Pusey's J.P. Morgan Experience May 2007 - January 2014
Job Managing Director, Global Technology
Industry Investment Banking
Experience
JPMorgan Chase January 2014 - Present
JP Morgan May 2007 - January 2014
JP Morgan April 2006 - April 2007
JP Morgan March 2004 - April 2006
J.P. Morgan March 2003 - March 2004
JPMorgan November 1999 - February 2003
JPMorgan November 1997 - October 1999
JPMorgan October 1992 - October 1997
Skills
Organizational..., Strategic Planning, Team Building, Team Management, Software Project..., Agile Methodologies, Scrum, Enterprise Architecture, Vendor Management, Credit Derivatives, Risk Management, Fixed Income, Securities Lending, Equities, Global Custody, Information Architecture, Agile Application..., Web Application..., Data Warehouse..., Sybase, Oracle, Sybase IQ, C++, C, Java, Unix, PowerBuilder, Modula-2, Prolog, RUP Methodologies, French, Lean Thinking, Investment Banking, Derivatives, Financial Services, Business Analysis, Financial Control, Budget Management
Education
Bristol University
BSC, Computer Science
JPMorgan Chase January 2014 - Present
JP Morgan May 2007 - January 2014
JP Morgan April 2006 - April 2007
JP Morgan March 2004 - April 2006
J.P. Morgan March 2003 - March 2004
JPMorgan November 1999 - February 2003
JPMorgan November 1997 - October 1999
JPMorgan October 1992 - October 1997
Skills
Organizational..., Strategic Planning, Team Building, Team Management, Software Project..., Agile Methodologies, Scrum, Enterprise Architecture, Vendor Management, Credit Derivatives, Risk Management, Fixed Income, Securities Lending, Equities, Global Custody, Information Architecture, Agile Application..., Web Application..., Data Warehouse..., Sybase, Oracle, Sybase IQ, C++, C, Java, Unix, PowerBuilder, Modula-2, Prolog, RUP Methodologies, French, Lean Thinking, Investment Banking, Derivatives, Financial Services, Business Analysis, Financial Control, Budget Management
Education
Bristol University
BSC, Computer Science
Ronald Clark's J.P. Morgan Experience 2004 - 2007
Job Corporate Finance
Industry Consumer Goods
Experience
Levi Strauss & Co. May 2011 - Present
Kacela Capital 2010 - 2011
AllianceBernstein 2007 - 2009
J.P. Morgan 2004 - 2007
Credit Suisse 2000 - 2002
Skills
Growth Investing, Equity Research, Equities, Fundamental Analysis, Financial Modeling, Valuation, Financial Analysis, Investments, Thematic Research, Stock Screening, Competitive Analysis, Investor Relations, Financial Communications, Presentation Skills, Corporate Finance, Business Strategy, Strategy, M&A analysis, Due Diligence, Corporate Governance, Special Projects, Bloomberg, FactSet, Capital IQ, Research, Finance, Microsoft Excel, PowerPoint, Equity Valuation
Education
University of California, Berkeley
B.A., Economics
University of Pennsylvania - The Wharton School
MBA, Finance & Strategic Management
Levi Strauss & Co. May 2011 - Present
Kacela Capital 2010 - 2011
AllianceBernstein 2007 - 2009
J.P. Morgan 2004 - 2007
Credit Suisse 2000 - 2002
Skills
Growth Investing, Equity Research, Equities, Fundamental Analysis, Financial Modeling, Valuation, Financial Analysis, Investments, Thematic Research, Stock Screening, Competitive Analysis, Investor Relations, Financial Communications, Presentation Skills, Corporate Finance, Business Strategy, Strategy, M&A analysis, Due Diligence, Corporate Governance, Special Projects, Bloomberg, FactSet, Capital IQ, Research, Finance, Microsoft Excel, PowerPoint, Equity Valuation
Education
University of California, Berkeley
B.A., Economics
University of Pennsylvania - The Wharton School
MBA, Finance & Strategic Management
John Seedall's J.P. Morgan Experience April 2012 - Present
Job Vice President Private Client Advisor J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
USAA August 2007 - April 2012
Merrill Lynch May 2005 - July 2007
Education
University of Arizona 2001 — 2005
BS, Finance
University of Arizona, Eller College of Management 2001 — 2005
Bachelor's of Science, Finance, General
J.P. Morgan April 2012 - Present
USAA August 2007 - April 2012
Merrill Lynch May 2005 - July 2007
Education
University of Arizona 2001 — 2005
BS, Finance
University of Arizona, Eller College of Management 2001 — 2005
Bachelor's of Science, Finance, General
Andres Cazenave's J.P. Morgan Experience October 2012 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2012 - Present
Barclays Wealth October 2011 - September 2012
JP Morgan October 2007 - September 2011
UBS AG August 2004 - October 2007
HSBC Private Bank September 1997 - July 2004
Republic Investment Management SA 1998 - 2000
Skills
Fixed Income, Private Banking, Equities, Investments, Wealth Management, Financial Markets, Investment Banking, Capital Markets, Alternative Investments, Derivatives, Hedge Funds, Series 7, Asset Management, Banking, Emerging Markets
Education
University of Buenos Aires 1986 — 1992
J.P. Morgan October 2012 - Present
Barclays Wealth October 2011 - September 2012
JP Morgan October 2007 - September 2011
UBS AG August 2004 - October 2007
HSBC Private Bank September 1997 - July 2004
Republic Investment Management SA 1998 - 2000
Skills
Fixed Income, Private Banking, Equities, Investments, Wealth Management, Financial Markets, Investment Banking, Capital Markets, Alternative Investments, Derivatives, Hedge Funds, Series 7, Asset Management, Banking, Emerging Markets
Education
University of Buenos Aires 1986 — 1992
Alies van den Berg's J.P. Morgan Experience February 2015 - Present
Job Executive Director Global Market Infrastructures at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan August 2010 - February 2015
De Nederlandsche Bank / Dutch Central Bank, Amsterdam, the Netherlands October 2004 - June 2010
FSA, London, United Kingdom June 2008 - December 2008
Bank of England, London, United Kingdom April 2008 - June 2008
Rabobank, Utrecht, the Netherlands September 2001 - October 2004
Rabobank, Utrecht, the Netherlands August 1998 - September 2001
Norges Bank, Oslo, Norway August 1997 - March 1998
MeesPierson, Oslo, Norway September 1996 - October 1996
Skills
Languages, Dutch, English, Norwegian, Danish, Swedish, German, French, Spanish, Relationship Management, Project Management, Crisis Management, Critical Infrastructure..., Clearing, Settlement, Payment Systems
Education
University of Oslo (UiO) 1997 — 1998
Rijksuniversiteit Groningen 1992 — 1998
Master's degree
University of Bergen (UiB) 1996 — 1996
Greve Gymnasium 1991 — 1992
Koningin Wilhelmina College 1985 — 1991
J.P. Morgan February 2015 - Present
J.P. Morgan August 2010 - February 2015
De Nederlandsche Bank / Dutch Central Bank, Amsterdam, the Netherlands October 2004 - June 2010
FSA, London, United Kingdom June 2008 - December 2008
Bank of England, London, United Kingdom April 2008 - June 2008
Rabobank, Utrecht, the Netherlands September 2001 - October 2004
Rabobank, Utrecht, the Netherlands August 1998 - September 2001
Norges Bank, Oslo, Norway August 1997 - March 1998
MeesPierson, Oslo, Norway September 1996 - October 1996
Skills
Languages, Dutch, English, Norwegian, Danish, Swedish, German, French, Spanish, Relationship Management, Project Management, Crisis Management, Critical Infrastructure..., Clearing, Settlement, Payment Systems
Education
University of Oslo (UiO) 1997 — 1998
Rijksuniversiteit Groningen 1992 — 1998
Master's degree
University of Bergen (UiB) 1996 — 1996
Greve Gymnasium 1991 — 1992
Koningin Wilhelmina College 1985 — 1991
Andy Brindle's J.P. Morgan Experience 1987 - 2005
Job Advisory and Consulting Services
Industry Financial Services
Experience
Fimeris February 2013 - Present
Southampton Union Free School District June 2012 - Present
Consolidated BioEnergy January 2009 - Present
Brincorp, Inc April 2005 - Present
NYSE Euronext May 2012 - February 2013
Ice Clear Credit 2009 - May 2012
FRM 2006 - 2007
MarketAxess September 2005 - June 2006
J.P. Morgan 1987 - 2005
Skills
Emerging Markets, Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Derivatives, Credit Derivatives, Equity Derivatives, Risk Management, Interest Rate..., Structured Finance, Clearing, Financial Markets, Trading, New Business Development, Structured Products
Education
University of Bristol 1984 — 1987
BSc, Physics
Fimeris February 2013 - Present
Southampton Union Free School District June 2012 - Present
Consolidated BioEnergy January 2009 - Present
Brincorp, Inc April 2005 - Present
NYSE Euronext May 2012 - February 2013
Ice Clear Credit 2009 - May 2012
FRM 2006 - 2007
MarketAxess September 2005 - June 2006
J.P. Morgan 1987 - 2005
Skills
Emerging Markets, Hedge Funds, Alternative Investments, Asset Management, Fixed Income, Derivatives, Credit Derivatives, Equity Derivatives, Risk Management, Interest Rate..., Structured Finance, Clearing, Financial Markets, Trading, New Business Development, Structured Products
Education
University of Bristol 1984 — 1987
BSc, Physics
Carol Willoughby's J.P. Morgan Experience July 2010 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2010 - Present
Royal Bank of Scotland June 2004 - June 2010
ABN AMRO Bank June 1999 - November 2002
ABN AMRO/LaSalle Bank June 1996 - July 1999
Bank of America 1981 - 1996
Education
UC Berkeley
BA, Economics and Environmental studies
J.P. Morgan July 2010 - Present
Royal Bank of Scotland June 2004 - June 2010
ABN AMRO Bank June 1999 - November 2002
ABN AMRO/LaSalle Bank June 1996 - July 1999
Bank of America 1981 - 1996
Education
UC Berkeley
BA, Economics and Environmental studies
Peter Rappoport's J.P. Morgan Experience May 2013 - Present
Job Managing Director, JP Morgan
Industry Banking
Experience
JP Morgan May 2013 - Present
JP Morgan Asset Management May 2011 - April 2013
J.P. Morgan 1992 - 2011
Education
University of California, Berkeley 1976 — 1981
Doctor of Philosophy (PhD), Economics
University of Oxford 1973 — 1976
JP Morgan May 2013 - Present
JP Morgan Asset Management May 2011 - April 2013
J.P. Morgan 1992 - 2011
Education
University of California, Berkeley 1976 — 1981
Doctor of Philosophy (PhD), Economics
University of Oxford 1973 — 1976
Novik Bhattacharyya's J.P. Morgan Experience December 2014 - Present
Job Vice President at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan December 2014 - Present
Mindlance September 2011 - December 2014
Morgan Stanley June 2010 - September 2011
Cognizant Business Consulting (BFS) October 2006 - June 2010
JP Morgan Chase 2007 - 2010
Infosys October 2003 - September 2006
Skills
SDLC, Java Enterprise Edition, PL/SQL, Requirements Analysis, Unix, Oracle, Unix Shell Scripting, SOA, Business Analysis, Requirements Gathering, Business Intelligence, Sybase, Perl, Solution Architecture, Shell Scripting, Microsoft SQL Server, Data Warehousing
Education
University of Burdwan 1999 — 2003
BE, Comp Science
St. Xavier's 1985 — 1998
J.P. Morgan December 2014 - Present
Mindlance September 2011 - December 2014
Morgan Stanley June 2010 - September 2011
Cognizant Business Consulting (BFS) October 2006 - June 2010
JP Morgan Chase 2007 - 2010
Infosys October 2003 - September 2006
Skills
SDLC, Java Enterprise Edition, PL/SQL, Requirements Analysis, Unix, Oracle, Unix Shell Scripting, SOA, Business Analysis, Requirements Gathering, Business Intelligence, Sybase, Perl, Solution Architecture, Shell Scripting, Microsoft SQL Server, Data Warehousing
Education
University of Burdwan 1999 — 2003
BE, Comp Science
St. Xavier's 1985 — 1998
Poulomi Basu's J.P. Morgan Experience August 2012 - August 2013
Job Pension Analyst at GE Corporate
Industry Financial Services
Experience
GE December 2013 - Present
J.P. Morgan August 2012 - August 2013
Yoh (Client: General Electric Company) December 2010 - July 2012
Lehman Brothers Holdings June 2008 - December 2010
Morgan Stanley June 2007 - May 2008
Skills
Business Objects, PeopleSoft, Oracle HR, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Global Compensation, HRIS, Project Planning, Project Coordination, Ad Hoc Reporting, Personnel Management, Deferred Compensation, Human Resources, Performance Management, Talent Management, Employee Relations, Onboarding, Management, Vendor Management, Process Improvement
Education
University at Albany, SUNY 2005 — 2007
Master of Business Administration, Human Resource Information Systems (HRIS)
Lake Town Govt. Spons. Girls' High School
GE December 2013 - Present
J.P. Morgan August 2012 - August 2013
Yoh (Client: General Electric Company) December 2010 - July 2012
Lehman Brothers Holdings June 2008 - December 2010
Morgan Stanley June 2007 - May 2008
Skills
Business Objects, PeopleSoft, Oracle HR, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Global Compensation, HRIS, Project Planning, Project Coordination, Ad Hoc Reporting, Personnel Management, Deferred Compensation, Human Resources, Performance Management, Talent Management, Employee Relations, Onboarding, Management, Vendor Management, Process Improvement
Education
University at Albany, SUNY 2005 — 2007
Master of Business Administration, Human Resource Information Systems (HRIS)
Lake Town Govt. Spons. Girls' High School
Stacy Kenneally, SPHR's J.P. Morgan Experience May 1994 - August 1998
Job Senior Manager, HR Communications at ITT
Industry Business Supplies and Equipment
Experience
ITT July 2013 - Present
Pitney Bowes April 2006 - July 2013
Pitney Bowes, Inc April 2006 - July 2013
Pitney Bowes April 2006 - July 2013
Oxford Health Plans March 1999 - January 2006
Oxford Health Plans/UnitedHealthcare March 1999 - January 2006
Oxford Health Plans, Inc March 1999 - January 2006
Oxford Health Plans, Inc. (a United Healthcare Company) 1999 - 2006
Entex Information Systems August 1998 - October 1998
J.P. Morgan May 1994 - August 1998
Skills
Employee Benefits, Vendor Management, Change Management, Process Improvement, Performance Management, HRIS, Employee Engagement, Talent Management, Project Management, Employee Relations, Strategic Planning, Organizational..., Human Resources, Program Management, Cross-functional Team..., Corporate Communications, Management, Deferred Compensation, Strategy, Recruiting, Internal Communications, Mergers & Acquisitions, Analysis
Education
SHRM Certification 2011 — 2017
Senior Professional of Human Resources
State University of New York 1990 — 1994
B.A, General Rhetoric and Communication / Business Administration
State University of New York at Albany 1990 — 1994
Bachelor of Arts (BA), Communication, General
ITT July 2013 - Present
Pitney Bowes April 2006 - July 2013
Pitney Bowes, Inc April 2006 - July 2013
Pitney Bowes April 2006 - July 2013
Oxford Health Plans March 1999 - January 2006
Oxford Health Plans/UnitedHealthcare March 1999 - January 2006
Oxford Health Plans, Inc March 1999 - January 2006
Oxford Health Plans, Inc. (a United Healthcare Company) 1999 - 2006
Entex Information Systems August 1998 - October 1998
J.P. Morgan May 1994 - August 1998
Skills
Employee Benefits, Vendor Management, Change Management, Process Improvement, Performance Management, HRIS, Employee Engagement, Talent Management, Project Management, Employee Relations, Strategic Planning, Organizational..., Human Resources, Program Management, Cross-functional Team..., Corporate Communications, Management, Deferred Compensation, Strategy, Recruiting, Internal Communications, Mergers & Acquisitions, Analysis
Education
SHRM Certification 2011 — 2017
Senior Professional of Human Resources
State University of New York 1990 — 1994
B.A, General Rhetoric and Communication / Business Administration
State University of New York at Albany 1990 — 1994
Bachelor of Arts (BA), Communication, General
Argirios Sepetis's J.P. Morgan Experience January 2007 - August 2007
Job Buyer at Daylight Foods, Inc.
Industry Food & Beverages
Experience
Daylight Foods, Inc. August 2013 - Present
Natures Best LLC November 2012 - January 2015
Church Produce July 2008 - August 2012
J.P. Morgan January 2007 - August 2007
Skills
Customer Service, Microsoft Office, Sales, Marketing, Management, Negotiation, Leadership, Sales Management, Microsoft Excel, New Business Development, Microsoft Word, Purchasing
Education
University of Bath 2004 — 2008
B.Sc. Business Administration, Business Administration and Management, General, 2.1
Daylight Foods, Inc. August 2013 - Present
Natures Best LLC November 2012 - January 2015
Church Produce July 2008 - August 2012
J.P. Morgan January 2007 - August 2007
Skills
Customer Service, Microsoft Office, Sales, Marketing, Management, Negotiation, Leadership, Sales Management, Microsoft Excel, New Business Development, Microsoft Word, Purchasing
Education
University of Bath 2004 — 2008
B.Sc. Business Administration, Business Administration and Management, General, 2.1
Janeene Balmir's J.P. Morgan Experience May 2014 - Present
Job Managing Director, Treasury Capital Markets at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan December 2011 - April 2014
Morgan Stanley January 2003 - November 2011
Bear Stearns July 1998 - May 2001
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
University of California, Berkeley 1988 — 1992
BS, Finance, Accounting
J.P. Morgan May 2014 - Present
J.P. Morgan December 2011 - April 2014
Morgan Stanley January 2003 - November 2011
Bear Stearns July 1998 - May 2001
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
University of California, Berkeley 1988 — 1992
BS, Finance, Accounting
Richard Civello's J.P. Morgan Experience August 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
JP Morgan July 2010 - August 2013
Galloway Capital Management LLC May 2009 - August 2009
Northwestern Mutual June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Series 7, Equities, Bloomberg Terminal, Series 63, Hedge Funds, Alternative Investments, Investments, Financial Analysis, Portfolio Management, Equity Research, Asset Managment, Valuation, Credit, Microsoft Excel, Fixed Income, Credit Risk, PowerPoint, Financial Reporting
Education
University at Albany, SUNY 2006 — 2010
BS, Financial Analysis/Economics, 3.9 GPA
Brooklyn Tech 2002 — 2006
CFA Program
J.P. Morgan August 2013 - Present
JP Morgan July 2010 - August 2013
Galloway Capital Management LLC May 2009 - August 2009
Northwestern Mutual June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Series 7, Equities, Bloomberg Terminal, Series 63, Hedge Funds, Alternative Investments, Investments, Financial Analysis, Portfolio Management, Equity Research, Asset Managment, Valuation, Credit, Microsoft Excel, Fixed Income, Credit Risk, PowerPoint, Financial Reporting
Education
University at Albany, SUNY 2006 — 2010
BS, Financial Analysis/Economics, 3.9 GPA
Brooklyn Tech 2002 — 2006
CFA Program
Larry Jean's J.P. Morgan Experience April 2011 - Present
Job Model Risk and Development at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2011 - Present
Raytheon October 2009 - March 2011
Fred Hutch October 2007 - September 2009
Microsoft June 2007 - September 2007
Education
University of California, Berkeley
Bachelor of Science (B.S.), Bioengineering
University of Washington
Doctor of Philosophy (Ph.D.), Applied Mathematics
J.P. Morgan April 2011 - Present
Raytheon October 2009 - March 2011
Fred Hutch October 2007 - September 2009
Microsoft June 2007 - September 2007
Education
University of California, Berkeley
Bachelor of Science (B.S.), Bioengineering
University of Washington
Doctor of Philosophy (Ph.D.), Applied Mathematics
Travis Patton, CFA's J.P. Morgan Experience March 2011 - October 2012
Job Sales & Trading Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan Investment Bank - Sales & Trading October 2012 - Present
J.P. Morgan March 2011 - October 2012
JPMorgan Chase January 2010 - June 2011
The Heartland Group June 2008 - January 2010
Skills
Investments, Series 7, Equities, Series 63, Asset Management, Retirement Planning, Financial Analysis, Fixed Annuities, Wealth Management, Mutual Funds, Estate Planning, Portfolio Management, Asset Allocation, Hedge Funds, Alternative Investments
Education
University of Arizona 2003 — 2007
Economics, Business and Economics
J.P. Morgan Investment Bank - Sales & Trading October 2012 - Present
J.P. Morgan March 2011 - October 2012
JPMorgan Chase January 2010 - June 2011
The Heartland Group June 2008 - January 2010
Skills
Investments, Series 7, Equities, Series 63, Asset Management, Retirement Planning, Financial Analysis, Fixed Annuities, Wealth Management, Mutual Funds, Estate Planning, Portfolio Management, Asset Allocation, Hedge Funds, Alternative Investments
Education
University of Arizona 2003 — 2007
Economics, Business and Economics
Corey N. Doyle's J.P. Morgan Experience October 2013 - October 2014
Job Supplier Risk Manager at U.S. Bank
Industry Information Technology and Services
Experience
U.S. Bank November 2014 - Present
J.P. Morgan October 2013 - October 2014
UBS Wealth Management August 2010 - December 2012
Federal Reserve Bank of New York December 2005 - August 2010
JPMorgan Chase November 2003 - November 2005
Siemens February 2003 - August 2003
Citi January 2001 - July 2002
Novax Technology Center 1999 - 2000
Skills
IT Risk Management, Information Security, Internal Controls, Risk Assessment, Building Relationships, Regulatory Requirements, Information Assurance, Risk Management, Best Practices, Risk Mitigation, IT Governance, Compliance, Third Party Vendor..., Information Technology, Operational Risk..., Information Security..., IT Audit, Governance, Computer Security, Management, Strategy, Financial Risk, Security, SDLC, Vendor Management
Education
University of Advancing Technology 2003 — 2006
Software Engineering, Network Defense
Novax Technology Center
U.S. Bank November 2014 - Present
J.P. Morgan October 2013 - October 2014
UBS Wealth Management August 2010 - December 2012
Federal Reserve Bank of New York December 2005 - August 2010
JPMorgan Chase November 2003 - November 2005
Siemens February 2003 - August 2003
Citi January 2001 - July 2002
Novax Technology Center 1999 - 2000
Skills
IT Risk Management, Information Security, Internal Controls, Risk Assessment, Building Relationships, Regulatory Requirements, Information Assurance, Risk Management, Best Practices, Risk Mitigation, IT Governance, Compliance, Third Party Vendor..., Information Technology, Operational Risk..., Information Security..., IT Audit, Governance, Computer Security, Management, Strategy, Financial Risk, Security, SDLC, Vendor Management
Education
University of Advancing Technology 2003 — 2006
Software Engineering, Network Defense
Novax Technology Center
Jamison Feheley's J.P. Morgan Experience 2010 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2010 - Present
Citigroup 1998 - April 2010
Skills
Investment Banking, Capital Markets, Fixed Income, Bonds, Derivatives, Hedge Funds, Equities, Financial Modeling, Trading, Investments, Valuation, Risk Management, Project Finance, Bloomberg, Private Equity, Securities
Education
University of Arizona 1987 — 1992
Finance
J.P. Morgan 2010 - Present
Citigroup 1998 - April 2010
Skills
Investment Banking, Capital Markets, Fixed Income, Bonds, Derivatives, Hedge Funds, Equities, Financial Modeling, Trading, Investments, Valuation, Risk Management, Project Finance, Bloomberg, Private Equity, Securities
Education
University of Arizona 1987 — 1992
Finance
Kelvin Custodio's J.P. Morgan Experience November 2014 - Present
Job Account Opening Specialist LatAm Private Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
Barclays Wealth and Investment Management February 2012 - November 2014
Chapdelaine & Co. July 2010 - August 2010
ARX Investment Management LP September 2005 - May 2007
Skills
Microsoft Excel, Microsoft Word, KYC, EDM, Remediation, PowerPoint, Bilingual, Data Analysis, Access, Customer Service, Risk Management, Trading, Portfolio Management
Education
State University of New York at Buffalo 2007 — 2011
B.S, Business Administration and Management, General
J.P. Morgan November 2014 - Present
Barclays Wealth and Investment Management February 2012 - November 2014
Chapdelaine & Co. July 2010 - August 2010
ARX Investment Management LP September 2005 - May 2007
Skills
Microsoft Excel, Microsoft Word, KYC, EDM, Remediation, PowerPoint, Bilingual, Data Analysis, Access, Customer Service, Risk Management, Trading, Portfolio Management
Education
State University of New York at Buffalo 2007 — 2011
B.S, Business Administration and Management, General
Vikram Jain's J.P. Morgan Experience June 2015 - August 2015
Job 2016 MBA Candidate at Emory University, Goizueta Business School
Industry Investment Banking
Experience
J.P. Morgan June 2015 - August 2015
EY August 2013 - April 2014
EY August 2012 - July 2013
Accelerator Group LLC March 2011 - July 2012
Sagacious Financial Services February 2010 - February 2011
Skills
Investment Banking, Corporate Finance, Financial Analysis, Private Equity, Due Diligence, M&A experience, Mergers & Acquisitions, Finance
Education
Emory University - Goizueta Business School 2014 — 2016
MBA, Finance
University of Calcutta 2006 — 2009
Bachelors in Commerce, Accounting and Finance
ICFAI 2006 — 2008
CFA, Finance
La Martiniere for Boys, Calcutta
Accounting and Commerce
J.P. Morgan June 2015 - August 2015
EY August 2013 - April 2014
EY August 2012 - July 2013
Accelerator Group LLC March 2011 - July 2012
Sagacious Financial Services February 2010 - February 2011
Skills
Investment Banking, Corporate Finance, Financial Analysis, Private Equity, Due Diligence, M&A experience, Mergers & Acquisitions, Finance
Education
Emory University - Goizueta Business School 2014 — 2016
MBA, Finance
University of Calcutta 2006 — 2009
Bachelors in Commerce, Accounting and Finance
ICFAI 2006 — 2008
CFA, Finance
La Martiniere for Boys, Calcutta
Accounting and Commerce
Rod Reppe's J.P. Morgan Experience July 1997 - April 1999
Job Regional Director at Goldman Sachs Commercial Mortgage Capital
Industry Banking
Experience
Goldman Sachs Commercial Mortgage Capital April 1999 - Present
J.P. Morgan July 1997 - April 1999
Education
University of Arizona 1980 — 1984
BS, Aerospace Engineering
Goldman Sachs Commercial Mortgage Capital April 1999 - Present
J.P. Morgan July 1997 - April 1999
Education
University of Arizona 1980 — 1984
BS, Aerospace Engineering
Sunil Shrestha M.B.A.'s J.P. Morgan Experience June 2014 - April 2015
Job AML Investigation and Analysis at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas April 2015 - Present
J.P. Morgan June 2014 - April 2015
UBS Investment Bank March 2007 - May 2009
University of Bridgeport January 2006 - February 2007
Skills
KYC, Research, Risk Management, Outlook, Customer Service, Anti Money Laundering, Microsoft Office, Leadership, Sarbanes-Oxley Act, Retail Sales, Administrative..., Finance, Banking, Financial Risk
Education
University of Bridgeport 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Symbiosis College 2002 — 2005
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
Dr Graham's Homes School
BNP Paribas April 2015 - Present
J.P. Morgan June 2014 - April 2015
UBS Investment Bank March 2007 - May 2009
University of Bridgeport January 2006 - February 2007
Skills
KYC, Research, Risk Management, Outlook, Customer Service, Anti Money Laundering, Microsoft Office, Leadership, Sarbanes-Oxley Act, Retail Sales, Administrative..., Finance, Banking, Financial Risk
Education
University of Bridgeport 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Symbiosis College 2002 — 2005
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
Dr Graham's Homes School
Jay Rottner's J.P. Morgan Experience January 2012 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2012 - Present
Morgan Keegan and Company October 2003 - January 2012
First Union Securities July 2001 - October 2003
J.C. Bradford and Company April 1998 - July 2001
Dean Witter Reynolds January 1993 - April 1998
Skills
Asset Management, Investments, Residential Mortgages, Mergers, Series 7, Asset Managment
Education
University of Alabama 1988 — 1992
Business, Accounting and Finance
Riverwood
J.P. Morgan January 2012 - Present
Morgan Keegan and Company October 2003 - January 2012
First Union Securities July 2001 - October 2003
J.C. Bradford and Company April 1998 - July 2001
Dean Witter Reynolds January 1993 - April 1998
Skills
Asset Management, Investments, Residential Mortgages, Mergers, Series 7, Asset Managment
Education
University of Alabama 1988 — 1992
Business, Accounting and Finance
Riverwood
Nigel Riley's J.P. Morgan Experience September 2014 - Present
Job Business Manager/COO – Americas Equity Capital Markets at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan March 2010 - September 2014
J.P. Morgan September 2006 - March 2010
Education
University of Birmingham 2002 — 2005
BA, Medieval and Modern History
J.P. Morgan September 2014 - Present
J.P. Morgan March 2010 - September 2014
J.P. Morgan September 2006 - March 2010
Education
University of Birmingham 2002 — 2005
BA, Medieval and Modern History
AJ Rivers, CFA's J.P. Morgan Experience November 2009 - November 2012
Job Portfolio Risk Management Analyst
Industry Financial Services
Experience
Genworth October 2014 - Present
Genworth December 2013 - October 2014
Royal Bank of Scotland November 2012 - December 2013
J.P. Morgan November 2009 - November 2012
MetLife Financial Services January 2009 - October 2009
AXA Advisors May 2008 - December 2008
Skills
Derivatives, Bloomberg, Hedge Funds, Equities, Middle Office, Fund Accounting, Emerging Markets, Financial Analysis, Fixed Income, Risk Management, Fixed Income Analysis, Excel, Research, Rates, Credit Analysis, Structured Finance, Fundamental Analysis, Options, Credit Risk, Market Risk, Financial Modeling, VBA
Education
University at Buffalo 2003 — 2008
Communication, Finance, Communication, Marketing/Advertising, Public Relations
Fox Lane
Genworth October 2014 - Present
Genworth December 2013 - October 2014
Royal Bank of Scotland November 2012 - December 2013
J.P. Morgan November 2009 - November 2012
MetLife Financial Services January 2009 - October 2009
AXA Advisors May 2008 - December 2008
Skills
Derivatives, Bloomberg, Hedge Funds, Equities, Middle Office, Fund Accounting, Emerging Markets, Financial Analysis, Fixed Income, Risk Management, Fixed Income Analysis, Excel, Research, Rates, Credit Analysis, Structured Finance, Fundamental Analysis, Options, Credit Risk, Market Risk, Financial Modeling, VBA
Education
University at Buffalo 2003 — 2008
Communication, Finance, Communication, Marketing/Advertising, Public Relations
Fox Lane
Bruce Glor, CFP®'s J.P. Morgan Experience December 2009 - Present
Job Trust Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2009 - Present
BMO Harris Private Banking April 2005 - April 2009
Bank of Hawaii January 2001 - September 2004
Banc One Investment Management Group June 1994 - August 2000
HSBC May 1982 - June 1994
Skills
Risk Management, Wealth Management, Financial Services, Management, Business Development, Insurance, Retirement Planning, Leadership, Strategic Planning, Finance, Asset Management
Education
University at Buffalo
BA, Sociology
J.P. Morgan December 2009 - Present
BMO Harris Private Banking April 2005 - April 2009
Bank of Hawaii January 2001 - September 2004
Banc One Investment Management Group June 1994 - August 2000
HSBC May 1982 - June 1994
Skills
Risk Management, Wealth Management, Financial Services, Management, Business Development, Insurance, Retirement Planning, Leadership, Strategic Planning, Finance, Asset Management
Education
University at Buffalo
BA, Sociology
Jacinthia E. Lawson's J.P. Morgan Experience May 1997 - August 2001
Job Founder and Managing Director
Industry Financial Services
Experience
Risk3, Inc. February 2006 - Present
SecureNet LLC October 2011 - January 2014
PHH Corporation September 2009 - April 2011
Resources Global Professionals July 2009 - September 2009
Zurich Financial Services July 2006 - July 2009
SafeNet, Inc. July 2005 - March 2006
J.P. Morgan Chase August 2001 - July 2005
J.P. Morgan May 1997 - August 2001
J.P. Morgan July 1992 - May 1997
Primerica (now known as Citibank) 1989 - 1992
Skills
Risk Management, Internal Audit, Internal Controls, IT Audit, Program Management, People Management, Thought Leadership, Situational Leadership, Team Leadership, Team Building, Team Management, Lean Six Sigma, IT Security, Information Risk..., Business Process..., SOX, Model Audit Rule (MAR), PCI DSS, Compliance, Information Security, Enterprise Risk..., Process Improvement, Risk Assessment, Security, Auditing, Information Security..., Strategy, Business Process, Leadership, Information Technology, Management
Education
Villanova University 2000 — 2002
Executive MBA, Business Administration
University of Baltimore 1982 — 1985
BS, Business Administration / Information Systems
Risk3, Inc. February 2006 - Present
SecureNet LLC October 2011 - January 2014
PHH Corporation September 2009 - April 2011
Resources Global Professionals July 2009 - September 2009
Zurich Financial Services July 2006 - July 2009
SafeNet, Inc. July 2005 - March 2006
J.P. Morgan Chase August 2001 - July 2005
J.P. Morgan May 1997 - August 2001
J.P. Morgan July 1992 - May 1997
Primerica (now known as Citibank) 1989 - 1992
Skills
Risk Management, Internal Audit, Internal Controls, IT Audit, Program Management, People Management, Thought Leadership, Situational Leadership, Team Leadership, Team Building, Team Management, Lean Six Sigma, IT Security, Information Risk..., Business Process..., SOX, Model Audit Rule (MAR), PCI DSS, Compliance, Information Security, Enterprise Risk..., Process Improvement, Risk Assessment, Security, Auditing, Information Security..., Strategy, Business Process, Leadership, Information Technology, Management
Education
Villanova University 2000 — 2002
Executive MBA, Business Administration
University of Baltimore 1982 — 1985
BS, Business Administration / Information Systems
Steven Kamen's J.P. Morgan Experience June 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Higher Education
Experience
Goldman Sachs July 2013 - Present
J.P. Morgan June 2012 - August 2012
Lazard November 2011 - February 2012
Wedbush Securities May 2011 - August 2011
AltQuest Group July 2010 - August 2010
SFG Asset Advisors June 2010 - August 2010
University of California, Berkeley, Haas School of Business September 2009 - December 2009
Kimball, Tirey & St. John June 2009 - August 2009
University of San Diego May 2008 - May 2008
Education
University of California, Berkeley 2009 — 2013
BA, Physics, Economics, Statistics, 3.95
Goldman Sachs July 2013 - Present
J.P. Morgan June 2012 - August 2012
Lazard November 2011 - February 2012
Wedbush Securities May 2011 - August 2011
AltQuest Group July 2010 - August 2010
SFG Asset Advisors June 2010 - August 2010
University of California, Berkeley, Haas School of Business September 2009 - December 2009
Kimball, Tirey & St. John June 2009 - August 2009
University of San Diego May 2008 - May 2008
Education
University of California, Berkeley 2009 — 2013
BA, Physics, Economics, Statistics, 3.95
Warren Mar's J.P. Morgan Experience 2004 - August 2012
Job Portfolio Manager, Head: Corporate Debt Strategy at Morgan Stanley Investment Management
Industry Banking
Experience
Morgan Stanley Investment Management September 2012 - Present
J.P. Morgan 2004 - August 2012
Investment New Zealand 2002 - 2004
BNP Paribas 1995 - 2001
Skills
Emerging Markets, Fixed Income, Portfolio Management, Investments, Capital Markets, Hedge Funds, Bonds, High Yield, Investment Banking
Education
University of Auckland 1984 — 1986
Bachelor of Commerce, Economics
Morgan Stanley Investment Management September 2012 - Present
J.P. Morgan 2004 - August 2012
Investment New Zealand 2002 - 2004
BNP Paribas 1995 - 2001
Skills
Emerging Markets, Fixed Income, Portfolio Management, Investments, Capital Markets, Hedge Funds, Bonds, High Yield, Investment Banking
Education
University of Auckland 1984 — 1986
Bachelor of Commerce, Economics
Ariel Jezierski's J.P. Morgan Experience January 1997 - Present
Job Managing Director at JPMorgan
Industry Investment Banking
Experience
J.P. Morgan January 1997 - Present
Education
University of Buenos Aires 1992 — 1996
Economics
J.P. Morgan January 1997 - Present
Education
University of Buenos Aires 1992 — 1996
Economics
Tharinee Charintranont's J.P. Morgan Experience July 2013 - Present
Job Legal & Compliance
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Credit Suisse August 2011 - July 2013
US Bank, N.A. Corporate Trust Services August 2007 - August 2011
Wells Fargo Bank, N.A. Corporate Trust Services September 2006 - May 2007
Bogdan & Mulligan, LLC May 2004 - May 2006
Education
University of Baltimore School of Law
J.D.
University of Maryland College Park
B.A.
J.P. Morgan July 2013 - Present
Credit Suisse August 2011 - July 2013
US Bank, N.A. Corporate Trust Services August 2007 - August 2011
Wells Fargo Bank, N.A. Corporate Trust Services September 2006 - May 2007
Bogdan & Mulligan, LLC May 2004 - May 2006
Education
University of Baltimore School of Law
J.D.
University of Maryland College Park
B.A.
Aimee Marcus's J.P. Morgan Experience December 2001 - April 2005
Job Client Service Manager at Language Lizard LLC
Industry Financial Services
Experience
Language Lizard LLC July 2010 - Present
J.P. Morgan December 2001 - April 2005
JP Morgan March 2000 - December 2001
JP Morgan March 1997 - March 2000
NEUBERGER BERMAN, LLC October 1994 - March 1997
Skills
Asset Management, Client Service, Securities, Mutual Funds, Investments
Education
State University of New York at Buffalo 1990 — 1994
BS, Accounting
University at Buffalo 1990 — 1994
BS, Accounting
Language Lizard LLC July 2010 - Present
J.P. Morgan December 2001 - April 2005
JP Morgan March 2000 - December 2001
JP Morgan March 1997 - March 2000
NEUBERGER BERMAN, LLC October 1994 - March 1997
Skills
Asset Management, Client Service, Securities, Mutual Funds, Investments
Education
State University of New York at Buffalo 1990 — 1994
BS, Accounting
University at Buffalo 1990 — 1994
BS, Accounting
Laura Gu's J.P. Morgan Experience June 2015 - August 2015
Job Commercial Analyst at Talisman Energy USA
Industry Oil & Energy
Experience
J.P. Morgan June 2015 - August 2015
Talisman Energy USA November 2012 - June 2014
Talisman Energy April 2012 - November 2012
Talisman Energy January 2009 - April 2012
Talisman Energy 2009 - 2009
Skills
Upstream, Petroleum Engineering, Field Development, Drilling Engineering, Drilling, Reservoir Engineering, Strategic Planning, Performance Management, Oil/Gas, Completions, Oilfield, Gas, Natural Gas, Petroleum, Stimulation
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Calgary 2004 — 2009
Bachelor of Engineering (B.Eng.), Mechanical Engineering
J.P. Morgan June 2015 - August 2015
Talisman Energy USA November 2012 - June 2014
Talisman Energy April 2012 - November 2012
Talisman Energy January 2009 - April 2012
Talisman Energy 2009 - 2009
Skills
Upstream, Petroleum Engineering, Field Development, Drilling Engineering, Drilling, Reservoir Engineering, Strategic Planning, Performance Management, Oil/Gas, Completions, Oilfield, Gas, Natural Gas, Petroleum, Stimulation
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Calgary 2004 — 2009
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Andrew Fincher's J.P. Morgan Experience October 2011 - Present
Job International Equity Research Sales
Industry Banking
Experience
J.P. Morgan October 2011 - Present
J.P. Morgan November 2008 - September 2011
J.P. Morgan February 2006 - October 2008
Education
University of Adelaide 2000 — 2005
Bachelor of Commerce majoring in Corporate Finance
University of Adelaide 2000 — 2005
Bachelor of Mechanical Engineering with Honours
J.P. Morgan October 2011 - Present
J.P. Morgan November 2008 - September 2011
J.P. Morgan February 2006 - October 2008
Education
University of Adelaide 2000 — 2005
Bachelor of Commerce majoring in Corporate Finance
University of Adelaide 2000 — 2005
Bachelor of Mechanical Engineering with Honours
Nelson Chikusa's J.P. Morgan Experience October 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
J.P. Morgan September 2010 - October 2013
J.P. Morgan June 2009 - September 2009
British Army October 2007 - June 2009
Skills
Derivatives, Investment Banking, Options, Bonds, Emerging Markets, Bloomberg
Education
University of Bristol 2006 — 2010
Meng, Electronic Engineering
J.P. Morgan October 2013 - Present
J.P. Morgan September 2010 - October 2013
J.P. Morgan June 2009 - September 2009
British Army October 2007 - June 2009
Skills
Derivatives, Investment Banking, Options, Bonds, Emerging Markets, Bloomberg
Education
University of Bristol 2006 — 2010
Meng, Electronic Engineering
Andre Harvey's J.P. Morgan Experience May 2008 - Present
Job Research Analyst at JP Morgan Chase
Industry Research
Experience
J.P. Morgan May 2008 - Present
Skills
Equity Research, Bloomberg, Financial Modeling, Equities, Investment Banking, Data Analysis, Fixed Income, Derivatives, Hedge Funds, Quantitative Analytics, Economics, Stata, Corporate Finance
Education
State University of New York at Buffalo 2005 — 2006
M.Sc, Financial Economics
University of the West Indies, Mona Campus
B.Sc., Pure and Applied Mathematics
J.P. Morgan May 2008 - Present
Skills
Equity Research, Bloomberg, Financial Modeling, Equities, Investment Banking, Data Analysis, Fixed Income, Derivatives, Hedge Funds, Quantitative Analytics, Economics, Stata, Corporate Finance
Education
State University of New York at Buffalo 2005 — 2006
M.Sc, Financial Economics
University of the West Indies, Mona Campus
B.Sc., Pure and Applied Mathematics
Luke Cuthill's J.P. Morgan Experience October 2007 - Present
Job Associate JP Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking, Data Analysis, Risk Management, Derivatives, Management, Finance, Analysis
Education
The University of Birmingham 2002 — 2005
Bachelor of Science (BSc), Chemistry
University of Birmingham
J.P. Morgan October 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking, Data Analysis, Risk Management, Derivatives, Management, Finance, Analysis
Education
The University of Birmingham 2002 — 2005
Bachelor of Science (BSc), Chemistry
University of Birmingham
Alex Minkin's J.P. Morgan Experience 2005 - 2006
Job Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Union Bank January 2011 - July 2013
Wells Fargo 2006 - 2011
J.P. Morgan 2005 - 2006
Skills
Credit Risk, Mathematical Modeling, Statistical Modeling, Financial Modeling, VAR, Valuation Modeling, Monte Carlo Simulation, Numerical Analysis, Visual Basic, SAS programming, Matlab, Credit Derivatives, Interest Rate..., Interest Rate Risk..., Real Estate Economics, Analytics, Banking, Cash Management, Credit, Loans, Mergers, Mortgage Lending, SAS, SAS Programming
Education
University of California, Berkeley
Financial Engineering
University of Oregon
Economics
Wells Fargo July 2013 - Present
Union Bank January 2011 - July 2013
Wells Fargo 2006 - 2011
J.P. Morgan 2005 - 2006
Skills
Credit Risk, Mathematical Modeling, Statistical Modeling, Financial Modeling, VAR, Valuation Modeling, Monte Carlo Simulation, Numerical Analysis, Visual Basic, SAS programming, Matlab, Credit Derivatives, Interest Rate..., Interest Rate Risk..., Real Estate Economics, Analytics, Banking, Cash Management, Credit, Loans, Mergers, Mortgage Lending, SAS, SAS Programming
Education
University of California, Berkeley
Financial Engineering
University of Oregon
Economics
Vladimir Gertsberg's J.P. Morgan Experience February 1998 - October 1998
Job Data Architect at Data Architect at BCBSM (Contrcat Work)
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Michigan September 2013 - Present
Geisinger Health System April 2012 - August 2013
Dell June 2011 - March 2012
Aetna May 2010 - May 2011
General Motors November 1998 - October 2009
J.P. Morgan February 1998 - October 1998
HBO February 1997 - January 1998
JMFE August 1995 - January 1997
Connecticut Mutual Insurance July 1990 - July 1995
Skills
SDLC, Requirements Analysis, Databases, Business Analysis, Enterprise Architecture, IT Strategy, Vendor Management, Integration, Solution Architecture
Education
University of Alberta
Master's Degree
mpti
Blue Cross Blue Shield of Michigan September 2013 - Present
Geisinger Health System April 2012 - August 2013
Dell June 2011 - March 2012
Aetna May 2010 - May 2011
General Motors November 1998 - October 2009
J.P. Morgan February 1998 - October 1998
HBO February 1997 - January 1998
JMFE August 1995 - January 1997
Connecticut Mutual Insurance July 1990 - July 1995
Skills
SDLC, Requirements Analysis, Databases, Business Analysis, Enterprise Architecture, IT Strategy, Vendor Management, Integration, Solution Architecture
Education
University of Alberta
Master's Degree
mpti
Wilton Mejia's J.P. Morgan Experience May 2015 - July 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
J.P. Morgan May 2015 - July 2015
JP MORGAN SECURITIES LLC April 2010 - May 2015
CHASE INVESTMENT SERVICES CORP 2007 - April 2010
Maxim Group 2005 - 2007
Education
University at Buffalo 2000 — 2005
BA, International Business and World Trade
Fordham Preparatory School 1996 — 2000
Wells Fargo Advisors July 2015 - Present
J.P. Morgan May 2015 - July 2015
JP MORGAN SECURITIES LLC April 2010 - May 2015
CHASE INVESTMENT SERVICES CORP 2007 - April 2010
Maxim Group 2005 - 2007
Education
University at Buffalo 2000 — 2005
BA, International Business and World Trade
Fordham Preparatory School 1996 — 2000
Robert Hohl's J.P. Morgan Experience March 2015 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Citi May 2014 - March 2015
Citi October 2012 - May 2014
Citi June 2011 - October 2012
Citi June 2008 - May 2011
Skills
Derivatives, Middle Office, Equity Derivatives, Equities, Credit Derivatives, Settlements, Derivative Operations, Interest Rate..., Markitwire, Dodd-Frank, Back Office, Financial Regulation, Swaps, Banking, Confirmation, Series 7, Series 63, PMP
Education
State University of New York at Buffalo 2004 — 2008
Bachelor of Science, Business Administration
J.P. Morgan March 2015 - Present
Citi May 2014 - March 2015
Citi October 2012 - May 2014
Citi June 2011 - October 2012
Citi June 2008 - May 2011
Skills
Derivatives, Middle Office, Equity Derivatives, Equities, Credit Derivatives, Settlements, Derivative Operations, Interest Rate..., Markitwire, Dodd-Frank, Back Office, Financial Regulation, Swaps, Banking, Confirmation, Series 7, Series 63, PMP
Education
State University of New York at Buffalo 2004 — 2008
Bachelor of Science, Business Administration
Lucia Skwarek's J.P. Morgan Experience May 1983 - December 2001
Job Emerging Markets Equity Specialist
Industry Financial Services
Experience
L-Squared Capital LLC March 2013 - Present
Chesapeake Asset Management, LLC January 2012 - December 2012
Fintech Advisory Inc. February 2008 - January 2010
Greylock Capital Management January 2005 - January 2008
J.P. Morgan May 1983 - December 2001
UBS January 1995 - May 1998
Skills
Hedge Funds, Private Equity, Emerging Markets, Equities, Investments, Portfolio Management, Asset Allocation, Securities, Mutual Funds, Asset Management, Alternative Investments, Proprietary Trading, Management, Due Diligence, Financial Modeling, Restructuring
Education
UC Berkeley 1978 — 1982
BA, Rhetoric
University of Madrid 1980 — 1981
Economics, Political Science, Spanish
L-Squared Capital LLC March 2013 - Present
Chesapeake Asset Management, LLC January 2012 - December 2012
Fintech Advisory Inc. February 2008 - January 2010
Greylock Capital Management January 2005 - January 2008
J.P. Morgan May 1983 - December 2001
UBS January 1995 - May 1998
Skills
Hedge Funds, Private Equity, Emerging Markets, Equities, Investments, Portfolio Management, Asset Allocation, Securities, Mutual Funds, Asset Management, Alternative Investments, Proprietary Trading, Management, Due Diligence, Financial Modeling, Restructuring
Education
UC Berkeley 1978 — 1982
BA, Rhetoric
University of Madrid 1980 — 1981
Economics, Political Science, Spanish
Stephan Baffoe's J.P. Morgan Experience October 2011 - May 2012
Job Analyst
Industry Higher Education
Experience
J.P.Morgan May 2012 - November 2012
J.P. Morgan October 2011 - May 2012
University at Albany August 2009 - May 2011
Skills
Data Analysis, Research, Analysis, Banner, Bill on Demand, Microsoft Excel, Helpdesk, Customer Service, PowerPoint, Software Documentation, Policy, Community Outreach, Management, Microsoft Word, Nonprofits
Education
State University of New York at Albany 2009 — 2012
Master of Arts (M.A.)
State University of New York at Albany 2005 — 2009
Bachelor of Arts (B.A.)
J.P.Morgan May 2012 - November 2012
J.P. Morgan October 2011 - May 2012
University at Albany August 2009 - May 2011
Skills
Data Analysis, Research, Analysis, Banner, Bill on Demand, Microsoft Excel, Helpdesk, Customer Service, PowerPoint, Software Documentation, Policy, Community Outreach, Management, Microsoft Word, Nonprofits
Education
State University of New York at Albany 2009 — 2012
Master of Arts (M.A.)
State University of New York at Albany 2005 — 2009
Bachelor of Arts (B.A.)
Michael Zhou's J.P. Morgan Experience June 2014 - August 2014
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
J.P. Morgan June 2014 - August 2014
Hulu June 2013 - August 2013
Morgan Joseph TriArtisan LLC January 2013 - April 2013
FMV Opinions, Inc. September 2012 - December 2012
Patpatia & Associates May 2012 - August 2012
Skills
Business Valuation
Education
University of California, Berkeley
Morgan Stanley June 2015 - Present
J.P. Morgan June 2014 - August 2014
Hulu June 2013 - August 2013
Morgan Joseph TriArtisan LLC January 2013 - April 2013
FMV Opinions, Inc. September 2012 - December 2012
Patpatia & Associates May 2012 - August 2012
Skills
Business Valuation
Education
University of California, Berkeley
Marco Di Prima's J.P. Morgan Experience August 1999 - August 2004
Job Investor & Consultant
Industry Venture Capital & Private Equity
Experience
Self-employed June 2012 - Present
Mediobanca April 2008 - May 2012
Lehman Brothers August 2004 - April 2008
J.P. Morgan August 1999 - August 2004
Zurich Capital Markets August 1997 - August 1999
Commerz Financial Products February 1996 - August 1997
Credit Lyonnais April 1994 - January 1996
Skills
Private Equity, Investment Banking, Capital Markets, Strategic Planning, Start-ups, Hedge Funds, Mergers & Acquisitions, Corporate Finance, Investments, Venture Capital, Emerging Markets, LBO, Corporate Development, Financial Engineering, Equity Capital Markets, Valuation, Team Management, Derivatives
Education
Universi Augsburg
Universität Augsburg
Universität Augsburg
Self-employed June 2012 - Present
Mediobanca April 2008 - May 2012
Lehman Brothers August 2004 - April 2008
J.P. Morgan August 1999 - August 2004
Zurich Capital Markets August 1997 - August 1999
Commerz Financial Products February 1996 - August 1997
Credit Lyonnais April 1994 - January 1996
Skills
Private Equity, Investment Banking, Capital Markets, Strategic Planning, Start-ups, Hedge Funds, Mergers & Acquisitions, Corporate Finance, Investments, Venture Capital, Emerging Markets, LBO, Corporate Development, Financial Engineering, Equity Capital Markets, Valuation, Team Management, Derivatives
Education
Universi Augsburg
Universität Augsburg
Universität Augsburg
Mark Sandbach's J.P. Morgan Experience 2009 - 2014
Job First Vice President, Wealth Manager Morgan Stanley
Industry Financial Services
Experience
J.P. Morgan 2009 - 2014
Wachovia/Wells Fargo 2008 - 2009
Morgan Stanley 2001 - 2008
J.C.Bradford/PaineWebber/UBS 1998 - 2001
Education
University of Alabama 1982 — 1987
Bachelor's Degree, Finance and Marketing
St. Xavier high School
J.P. Morgan 2009 - 2014
Wachovia/Wells Fargo 2008 - 2009
Morgan Stanley 2001 - 2008
J.C.Bradford/PaineWebber/UBS 1998 - 2001
Education
University of Alabama 1982 — 1987
Bachelor's Degree, Finance and Marketing
St. Xavier high School
Alex Barry's J.P. Morgan Experience July 1998 - Present
Job MD at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Asset Management 2007 - Present
J.P. Morgan July 1998 - Present
Fidelity Worldwide Investment 1995 - 1997
Skills
Asset Management, Hedge Funds, Equities, Investments, Fixed Income, Strategy, Portfolio Management, Alternative Investments, Capital Markets, Derivatives, Investment Banking
Education
University of Birmingham 1991 — 1994
Bachelor's degree, Political Science and Government, 2:1
JPMorgan Asset Management 2007 - Present
J.P. Morgan July 1998 - Present
Fidelity Worldwide Investment 1995 - 1997
Skills
Asset Management, Hedge Funds, Equities, Investments, Fixed Income, Strategy, Portfolio Management, Alternative Investments, Capital Markets, Derivatives, Investment Banking
Education
University of Birmingham 1991 — 1994
Bachelor's degree, Political Science and Government, 2:1
Brian Bank's J.P. Morgan Experience September 2009 - September 2011
Job West Operations Manager at Knight Transportation
Industry Transportation/Trucking/Railroad
Experience
Knight Transportation October 2014 - Present
Knight Transportation June 2013 - October 2014
Knight Transportation July 2012 - June 2013
J.P. Morgan September 2009 - September 2011
Enterprise Rent-A-Car August 2008 - September 2009
Chicago Cubs February 2008 - March 2008
Skills
Team Building, Logistics
Education
University of Arizona 2003 — 2007
Bachelor’s Degree, Political Science and Government
Knight Transportation October 2014 - Present
Knight Transportation June 2013 - October 2014
Knight Transportation July 2012 - June 2013
J.P. Morgan September 2009 - September 2011
Enterprise Rent-A-Car August 2008 - September 2009
Chicago Cubs February 2008 - March 2008
Skills
Team Building, Logistics
Education
University of Arizona 2003 — 2007
Bachelor’s Degree, Political Science and Government
Brittany Brenner's J.P. Morgan Experience July 2015 - Present
Job Associate Control Officer Senior Associate
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - July 2015
J.P. Morgan 2013 - 2014
J.P. Morgan 2013 - 2014
J.P. Morgan 2012 - 2013
J.P. Morgan April 2009 - October 2012
Education
University of Arizona 2002 — 2006
Bachelor of Arts (B.A.), Journalism
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - July 2015
J.P. Morgan 2013 - 2014
J.P. Morgan 2013 - 2014
J.P. Morgan 2012 - 2013
J.P. Morgan April 2009 - October 2012
Education
University of Arizona 2002 — 2006
Bachelor of Arts (B.A.), Journalism
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.