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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22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Employee
Years
Job
Industry
Christina Beals Christina Beals's J.P. Morgan Experience August 2014 - Present
Job Vice President, JP Morgan Chase
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
Deutsche Bank August 2012 - Present
Education
University of California, Berkeley 1988 — 1991
BA
J.P. Morgan August 2014 - Present
Deutsche Bank August 2012 - Present
Education
University of California, Berkeley 1988 — 1991
BA
Jenny Truong Jenny Truong's J.P. Morgan Experience December 2013 - Present
Job Client Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan December 2013 - Present
Delta Sigma Pi - Omicron Sigma Chapter November 2012 - May 2013
Morgan Stanley August 2011 - April 2013
University of California, San Diego - Center for Research in Language October 2010 - March 2012
Skills
Public Speaking, Management, Market Research, Microsoft Excel, Social Media, Sales, Personal Financial..., Event Planning, Data Analysis, Customer Service, Social Media Marketing, Marketing Strategy, Time Management, Social Interaction, Entrepreneurship, Event Management, Photoshop, Internal Communications, Cantonese, Asset Allocation, Separately Managed...
Education
University of California, Los Angeles 2014 — 2015
Personal Financial Planning Certificate
University of California, San Diego 2009 — 2013
Bachelor of Arts (B.A.), Communication, Management Science minor
J.P. Morgan December 2013 - Present
Delta Sigma Pi - Omicron Sigma Chapter November 2012 - May 2013
Morgan Stanley August 2011 - April 2013
University of California, San Diego - Center for Research in Language October 2010 - March 2012
Skills
Public Speaking, Management, Market Research, Microsoft Excel, Social Media, Sales, Personal Financial..., Event Planning, Data Analysis, Customer Service, Social Media Marketing, Marketing Strategy, Time Management, Social Interaction, Entrepreneurship, Event Management, Photoshop, Internal Communications, Cantonese, Asset Allocation, Separately Managed...
Education
University of California, Los Angeles 2014 — 2015
Personal Financial Planning Certificate
University of California, San Diego 2009 — 2013
Bachelor of Arts (B.A.), Communication, Management Science minor
David Gruen David Gruen's J.P. Morgan Experience June 2013 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
UBS Investment Bank June 2012 - August 2012
Infinitedge Partners June 2011 - September 2011
3PAR June 2010 - September 2010
Skills
Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Valuation, Holistic Health, Nursing Homes, Mergers & Acquisitions, Accounting, LBO, Economics, PowerPoint, Capital IQ, Private Equity, Business Valuation, Equity Research, Finance, Data Analysis
Education
UCLA 2009 — 2013
Bachelor of Arts, Business Economics
J.P. Morgan June 2013 - Present
UBS Investment Bank June 2012 - August 2012
Infinitedge Partners June 2011 - September 2011
3PAR June 2010 - September 2010
Skills
Financial Modeling, Corporate Finance, Investment Banking, Financial Analysis, Valuation, Holistic Health, Nursing Homes, Mergers & Acquisitions, Accounting, LBO, Economics, PowerPoint, Capital IQ, Private Equity, Business Valuation, Equity Research, Finance, Data Analysis
Education
UCLA 2009 — 2013
Bachelor of Arts, Business Economics
Benita Patel Benita Patel's J.P. Morgan Experience April 2013 - September 2014
Job Senior Employee Relations Consultant at MUFG in the Americas
Industry Human Resources
Experience
MUFG in the Americas September 2015 - Present
J.P. Morgan April 2013 - September 2014
Benita Patel January 2011 - April 2013
Zampi, Determan & Erickson May 2008 - October 2010
Law Offices of Karen Novorr September 2007 - May 2008
Skills
Employee Relations, Labor & Employment Law, Investigation in Title..., Sexual Harassment..., Drafting Policy &..., Contract Negotiations, Document Review, Mediation, FMLA, Contract Negotiation, Employment Law, EEO Investigations, Workplace Investigation, Employee Handbooks, Employment..., Grievances, Collective Bargaining, Non-compete Agreements, Legal Research, Labor Relations
Education
University of Denver College of Law 2004 — 2006
J.D., Law
University of California, Irvine 1999 — 2003
B.A, Political Science & Sociology
MUFG in the Americas September 2015 - Present
J.P. Morgan April 2013 - September 2014
Benita Patel January 2011 - April 2013
Zampi, Determan & Erickson May 2008 - October 2010
Law Offices of Karen Novorr September 2007 - May 2008
Skills
Employee Relations, Labor & Employment Law, Investigation in Title..., Sexual Harassment..., Drafting Policy &..., Contract Negotiations, Document Review, Mediation, FMLA, Contract Negotiation, Employment Law, EEO Investigations, Workplace Investigation, Employee Handbooks, Employment..., Grievances, Collective Bargaining, Non-compete Agreements, Legal Research, Labor Relations
Education
University of Denver College of Law 2004 — 2006
J.D., Law
University of California, Irvine 1999 — 2003
B.A, Political Science & Sociology
Jonathan Chew Jonathan Chew's J.P. Morgan Experience January 2012 - July 2013
Job Software Engineer at Braintree Venmo
Industry Computer Software
Experience
Braintree April 2015 - Present
Marqeta Inc January 2014 - April 2015
J.P. Morgan January 2012 - July 2013
J.P. Morgan June 2008 - December 2011
Skills
Node.js, JavaScript, Ruby on Rails, Ruby, iOS, SASS, Test Driven Development, PostgreSQL, MongoDB, HTML 5, Investment Banking, Redis, Corporate Finance, Credit Risk, RSpec, Microsoft Word, Microsoft Excel, PowerPoint, Financial Reporting, Photoshop, Illustrator, InDesign, Commercial Banking, Event Planning, CSS3, Github, Heroku, Ableton Live, Final Cut Pro, Python, Flask
Education
UCLA 2004 — 2008
Bachelor of Arts (B.A.), International Economics
Braintree April 2015 - Present
Marqeta Inc January 2014 - April 2015
J.P. Morgan January 2012 - July 2013
J.P. Morgan June 2008 - December 2011
Skills
Node.js, JavaScript, Ruby on Rails, Ruby, iOS, SASS, Test Driven Development, PostgreSQL, MongoDB, HTML 5, Investment Banking, Redis, Corporate Finance, Credit Risk, RSpec, Microsoft Word, Microsoft Excel, PowerPoint, Financial Reporting, Photoshop, Illustrator, InDesign, Commercial Banking, Event Planning, CSS3, Github, Heroku, Ableton Live, Final Cut Pro, Python, Flask
Education
UCLA 2004 — 2008
Bachelor of Arts (B.A.), International Economics
Dominique Easterling Dominique Easterling's J.P. Morgan Experience February 2011 - May 2012
Job
Industry Banking
Experience
Patriots Federal Credit Union May 2013 - December 2013
J.P. Morgan February 2011 - May 2012
Financial Education Network October 2010 - February 2011
Rapid7 August 2010 - October 2010
Skills
Vulnerability Management, Finance, Strategic Financial..., Payment Industry, Risk Management, Business Analysis, Governance, Disaster Recovery, Credit, IT Management, ITIL, Risk Assessment, VBA, SDLC, Process Improvement, IT Strategy, Requirements Analysis, Data Analysis, Data Center, SharePoint, Management
Education
University of California, Los Angeles 2004 — 2008
BA
Patriots Federal Credit Union May 2013 - December 2013
J.P. Morgan February 2011 - May 2012
Financial Education Network October 2010 - February 2011
Rapid7 August 2010 - October 2010
Skills
Vulnerability Management, Finance, Strategic Financial..., Payment Industry, Risk Management, Business Analysis, Governance, Disaster Recovery, Credit, IT Management, ITIL, Risk Assessment, VBA, SDLC, Process Improvement, IT Strategy, Requirements Analysis, Data Analysis, Data Center, SharePoint, Management
Education
University of California, Los Angeles 2004 — 2008
BA
Joseph Kim's J.P. Morgan Experience June 2014 - August 2014
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
J.P. Morgan June 2014 - August 2014
Aon Hewitt June 2013 - August 2013
FMV Opinions, Inc. January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Cerritos Eye Medical Center June 2009 - August 2011
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Capital IQ, Benefits Administration, Korean, Spanish, Corporate Finance, Finance, Valuation, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
B.S., Business Administration
Northwood High School 2007 — 2011
Deutsche Bank July 2015 - Present
J.P. Morgan June 2014 - August 2014
Aon Hewitt June 2013 - August 2013
FMV Opinions, Inc. January 2013 - May 2013
Merrill Lynch May 2012 - August 2012
Cerritos Eye Medical Center June 2009 - August 2011
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Capital IQ, Benefits Administration, Korean, Spanish, Corporate Finance, Finance, Valuation, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
B.S., Business Administration
Northwood High School 2007 — 2011
Chris Yellen Chris Yellen's J.P. Morgan Experience September 2013 - August 2014
Job JPMM User Experience Lead VP at J.P. Morgan
Industry Financial Services
Experience
CYUX LLC August 2014 - Present
Independent September 2014 - Present
J.P. Morgan September 2013 - August 2014
Financial Services February 2013 - September 2013
Morgan Stanley April 2010 - April 2013
Goldman Sachs August 2009 - April 2010
Brownink January 2000 - April 2010
General Electric - GE Money 2006 - January 2009
GE Consumer Finance September 2006 - March 2008
Dell Professional Services February 2003 - September 2006
Skills
User-centered Design, Mobile Applications, Creative Direction, Information Design, Information Architecture, User Interface Design, User Experience, Axure, User Acceptance Testing, Graphic Design, Visio, Photoshop, Dreamweaver, HTML + CSS, HTML, SEM, Premiere, Final Cut Pro, CMS, flash, Flex, JavaScript, Project Planning, Agile, Business Analysis, Business Strategy, Adobe Creative Suite, Flash, Endorsing LinkedIn users, Software Development, Agile Methodologies, Digital Strategy, E-commerce, Web Applications, Web Design, Strategy, SEO, Online Marketing, Interaction Design, Usability, Wireframes, User Interface, CRM, Web Analytics, Analytics, Enterprise Software, Content Management, Management, User Experience Design, Business Intelligence
Education
University of California, Irvine 1991 — 1995
BFA, Fine and Studio Arts
CYUX LLC August 2014 - Present
Independent September 2014 - Present
J.P. Morgan September 2013 - August 2014
Financial Services February 2013 - September 2013
Morgan Stanley April 2010 - April 2013
Goldman Sachs August 2009 - April 2010
Brownink January 2000 - April 2010
General Electric - GE Money 2006 - January 2009
GE Consumer Finance September 2006 - March 2008
Dell Professional Services February 2003 - September 2006
Skills
User-centered Design, Mobile Applications, Creative Direction, Information Design, Information Architecture, User Interface Design, User Experience, Axure, User Acceptance Testing, Graphic Design, Visio, Photoshop, Dreamweaver, HTML + CSS, HTML, SEM, Premiere, Final Cut Pro, CMS, flash, Flex, JavaScript, Project Planning, Agile, Business Analysis, Business Strategy, Adobe Creative Suite, Flash, Endorsing LinkedIn users, Software Development, Agile Methodologies, Digital Strategy, E-commerce, Web Applications, Web Design, Strategy, SEO, Online Marketing, Interaction Design, Usability, Wireframes, User Interface, CRM, Web Analytics, Analytics, Enterprise Software, Content Management, Management, User Experience Design, Business Intelligence
Education
University of California, Irvine 1991 — 1995
BFA, Fine and Studio Arts
Amelia Burke Amelia Burke's J.P. Morgan Experience July 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
BearLax Lacrosse April 2010 - August 2014
J.P. Morgan June 2013 - August 2013
Do It In Person LLC June 2012 - December 2012
Kismet Capital Advisors May 2012 - August 2012
Arariwa Microfinance June 2011 - August 2011
Amigos de las Americas June 2009 - August 2009
Skills
Wealth Management, New Business Development, Market Research, Data Analysis, Team Leadership, Social Media Marketing, Project Management, Microsoft Office, Fundraising, Event Planning, Salesforce.com, Marketing Strategy, WordPress, Community Development
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Communication and Media Studies, Interdisciplinary Studies, 3.7 GPA
Redwood Highschool 2006 — 2010
J.P. Morgan July 2014 - Present
BearLax Lacrosse April 2010 - August 2014
J.P. Morgan June 2013 - August 2013
Do It In Person LLC June 2012 - December 2012
Kismet Capital Advisors May 2012 - August 2012
Arariwa Microfinance June 2011 - August 2011
Amigos de las Americas June 2009 - August 2009
Skills
Wealth Management, New Business Development, Market Research, Data Analysis, Team Leadership, Social Media Marketing, Project Management, Microsoft Office, Fundraising, Event Planning, Salesforce.com, Marketing Strategy, WordPress, Community Development
Education
University of California, Berkeley 2010 — 2014
Bachelor's Degree, Communication and Media Studies, Interdisciplinary Studies, 3.7 GPA
Redwood Highschool 2006 — 2010
Diego Balbuena Morales Diego Balbuena Morales's J.P. Morgan Experience May 2014 - August 2014
Job Student at University of California, Berkeley Walter A. Haas School of Business
Industry Banking
Experience
J.P. Morgan May 2014 - August 2014
Berkeley Student Cooperative June 2012 - May 2013
Skills
Budgets, Analysis, Auditing, Financial Analysis, Research, Leadership
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Business Administration and Management, General
The American School Foundation- Mexico City
J.P. Morgan May 2014 - August 2014
Berkeley Student Cooperative June 2012 - May 2013
Skills
Budgets, Analysis, Auditing, Financial Analysis, Research, Leadership
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Business Administration and Management, General
The American School Foundation- Mexico City
Patrick Leung Patrick Leung's J.P. Morgan Experience March 2005 - September 2006
Job
Industry Information Technology and Services
Experience
Goldman Sachs November 2010 - May 2014
Integra-IT May 2010 - November 2010
Royal Bank of Scotland April 2009 - December 2009
Macquarie Group October 2008 - February 2009
Argyle Street Management Limited June 2008 - September 2008
Morgan Stanley October 2006 - May 2008
J.P. Morgan March 2005 - September 2006
J.P. Morgan April 2004 - March 2005
Skills
Project Management, PMO, Mobile Technology, Data Center, Facility Relocation, System Migration, Business Continuity..., Vendor Management, IT Risk Management, IT Security Best..., Social Collaboration, Collaboration Solutions
Education
University of California, Berkeley
Bachelor of Arts (BA), Computer Science & Economics
Goldman Sachs November 2010 - May 2014
Integra-IT May 2010 - November 2010
Royal Bank of Scotland April 2009 - December 2009
Macquarie Group October 2008 - February 2009
Argyle Street Management Limited June 2008 - September 2008
Morgan Stanley October 2006 - May 2008
J.P. Morgan March 2005 - September 2006
J.P. Morgan April 2004 - March 2005
Skills
Project Management, PMO, Mobile Technology, Data Center, Facility Relocation, System Migration, Business Continuity..., Vendor Management, IT Risk Management, IT Security Best..., Social Collaboration, Collaboration Solutions
Education
University of California, Berkeley
Bachelor of Arts (BA), Computer Science & Economics
Joe Spector Joe Spector's J.P. Morgan Experience 2002 - 2005
Job Director of Business Development at StyleSeat
Industry Online Media
Experience
StyleSeat September 2015 - Present
TuneIn January 2014 - September 2015
Reverb Technologies May 2012 - December 2013
Meebo March 2011 - December 2011
Say Media January 2010 - March 2011
J.P. Morgan 2002 - 2005
Skills
Strategy, Entrepreneurship, Business Development, New Business Development, Mobile Applications, Online Advertising, Mobile Devices, Financial Modeling, Negotiation, Strategic Partnerships, Business Strategy, Business Planning, Competitive Analysis, CRM, Mobile Games, Digital Strategy, Digital Media, Venture Capital, Leadership, E-commerce, Marketing, Brand Development, Analytics, Online Marketing, Lead Generation, Social Media Marketing, Web Analytics, Advertising, Start-ups, Product Management, Mobile Marketing, Sales, Project Management, Digital Marketing, SaaS, New Media, User Experience, PPC, Mobile Advertising, Improvisational Comedy, Improvisation, Monetization, Content Strategy, Salesforce.com, Contract Negotiation, Mobile Internet, Market Research, Publishing, B2B, Content Development
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance and Real Estate
University of California, Berkeley, Haas School of Business 1999 — 2001
BS, Business Administration
Irvington High School 1994 — 1998
StyleSeat September 2015 - Present
TuneIn January 2014 - September 2015
Reverb Technologies May 2012 - December 2013
Meebo March 2011 - December 2011
Say Media January 2010 - March 2011
J.P. Morgan 2002 - 2005
Skills
Strategy, Entrepreneurship, Business Development, New Business Development, Mobile Applications, Online Advertising, Mobile Devices, Financial Modeling, Negotiation, Strategic Partnerships, Business Strategy, Business Planning, Competitive Analysis, CRM, Mobile Games, Digital Strategy, Digital Media, Venture Capital, Leadership, E-commerce, Marketing, Brand Development, Analytics, Online Marketing, Lead Generation, Social Media Marketing, Web Analytics, Advertising, Start-ups, Product Management, Mobile Marketing, Sales, Project Management, Digital Marketing, SaaS, New Media, User Experience, PPC, Mobile Advertising, Improvisational Comedy, Improvisation, Monetization, Content Strategy, Salesforce.com, Contract Negotiation, Mobile Internet, Market Research, Publishing, B2B, Content Development
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance and Real Estate
University of California, Berkeley, Haas School of Business 1999 — 2001
BS, Business Administration
Irvington High School 1994 — 1998
Roya Razaghian's J.P. Morgan Experience 2000 - 2002
Job Design and deliver on enterprise, high quality IT programs
Industry Financial Services
Experience
Credit Suisse 2011 - 2015
Credit Suisse 2007 - 2011
Citi 2005 - 2007
JPMorgan Chase & Co. 2002 - 2005
J.P. Morgan 2000 - 2002
Skills
Leadership, Technology Information..., Operational Risk..., Simple Business Process..., Simple IT Tooling..., Talent Planning,..., Business Analysis, Management, Strategy, Finance, Investment Banking, Vendor Management, SDLC, IT Strategy, Enterprise Architecture, Requirements Analysis, Banking
Education
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.) with Honors
Credit Suisse 2011 - 2015
Credit Suisse 2007 - 2011
Citi 2005 - 2007
JPMorgan Chase & Co. 2002 - 2005
J.P. Morgan 2000 - 2002
Skills
Leadership, Technology Information..., Operational Risk..., Simple Business Process..., Simple IT Tooling..., Talent Planning,..., Business Analysis, Management, Strategy, Finance, Investment Banking, Vendor Management, SDLC, IT Strategy, Enterprise Architecture, Requirements Analysis, Banking
Education
University of California, Berkeley 1996 — 2000
Bachelor of Arts (B.A.) with Honors
Varun Sharat Varun Sharat's J.P. Morgan Experience June 2015 - August 2015
Job Equity Trader of Investment & Trading Team at Bruin Hedge Fund
Industry Financial Services
Experience
Bruin Hedge Fund September 2015 - Present
Bruin Hedge Fund May 2015 - September 2015
J.P. Morgan June 2015 - August 2015
BagThat Trading Ltd (trading as 'ClicThat') August 2014 - September 2014
Barclays August 2014 - September 2014
Citi July 2013 - August 2013
Ujjivan July 2011 - August 2011
Skills
Strategy, Investments, VBA, Trading, Financial Analysis, Economics, Java, Public Speaking, Programming, Teamwork, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Economics and Minor in Geography, 3.5 cumulative GPA
Singapore American School 2009 — 2012
High School Diploma, 3.83 cumulative GPA
Bruin Hedge Fund September 2015 - Present
Bruin Hedge Fund May 2015 - September 2015
J.P. Morgan June 2015 - August 2015
BagThat Trading Ltd (trading as 'ClicThat') August 2014 - September 2014
Barclays August 2014 - September 2014
Citi July 2013 - August 2013
Ujjivan July 2011 - August 2011
Skills
Strategy, Investments, VBA, Trading, Financial Analysis, Economics, Java, Public Speaking, Programming, Teamwork, Microsoft Excel, Microsoft Word
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Economics and Minor in Geography, 3.5 cumulative GPA
Singapore American School 2009 — 2012
High School Diploma, 3.83 cumulative GPA
Nikita Mansinghka's J.P. Morgan Experience April 2008 - July 2010
Job Financial Analyst II at AmericanWest Bank
Industry Financial Services
Experience
AmericanWest Bank August 2013 - Present
J.P. Morgan April 2008 - July 2010
J.P. Morgan February 2007 - June 2007
Skills
Finance, Equities, Valuation, Portfolio Management, Accounting, Analysis, Mutual Funds, Securities, Financial Analysis, Banking, Asset Management, Auditing, MIS, Bonds, Account Reconciliation, Derivatives, Fund Accounting, Options, Financial Statements, Trading, General Ledger, Financial Modeling, Risk Management, Management, Microsoft Excel
Education
University of California, Los Angeles 2012 — 2013
Certificate, Finance, A
ICFAI University 2006 — 2008
Master of Business Administration (MBA), Finance, General, CGPA - 7.76/10
Sophia Girls' College Ajmer 2003 — 2006
B.Com, Finance and Accounting
AmericanWest Bank August 2013 - Present
J.P. Morgan April 2008 - July 2010
J.P. Morgan February 2007 - June 2007
Skills
Finance, Equities, Valuation, Portfolio Management, Accounting, Analysis, Mutual Funds, Securities, Financial Analysis, Banking, Asset Management, Auditing, MIS, Bonds, Account Reconciliation, Derivatives, Fund Accounting, Options, Financial Statements, Trading, General Ledger, Financial Modeling, Risk Management, Management, Microsoft Excel
Education
University of California, Los Angeles 2012 — 2013
Certificate, Finance, A
ICFAI University 2006 — 2008
Master of Business Administration (MBA), Finance, General, CGPA - 7.76/10
Sophia Girls' College Ajmer 2003 — 2006
B.Com, Finance and Accounting
Wuhan Lin Wuhan Lin's J.P. Morgan Experience June 2015 - August 2015
Job Summer Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2015 - August 2015
Milliman January 2015 - March 2015
University of Chicago Booth School of Business October 2014 - January 2015
Altimus Capital LLC October 2014 - January 2015
Zolio Inc September 2014 - November 2014
Leadbank June 2014 - August 2014
UCLA September 2013 - June 2014
Shenyin & Wanguo Securities Co. Ltd. June 2013 - September 2013
The Veloz Group December 2012 - February 2013
Skills
Economics, Accounting, Access, PowerPoint, Macroeconomics, Mathematics, Microsoft Office, Microeconomics, Banking, Matlab, Bloomberg, Valuation Modeling, Quantitative Finance, Trading, Financial Modeling, Data Analysis, Microsoft Excel, Financial Analysis, Quantitative Analytics, Statistics
Education
The University of Chicago 2014 — 2015
Master of Science (M.S.), Financial Mathematics
University of California, Los Angeles 2011 — 2014
Bachelor of Science (BS), Mathematics, Economics and Accounting, 3.95/4.00
J.P. Morgan June 2015 - August 2015
Milliman January 2015 - March 2015
University of Chicago Booth School of Business October 2014 - January 2015
Altimus Capital LLC October 2014 - January 2015
Zolio Inc September 2014 - November 2014
Leadbank June 2014 - August 2014
UCLA September 2013 - June 2014
Shenyin & Wanguo Securities Co. Ltd. June 2013 - September 2013
The Veloz Group December 2012 - February 2013
Skills
Economics, Accounting, Access, PowerPoint, Macroeconomics, Mathematics, Microsoft Office, Microeconomics, Banking, Matlab, Bloomberg, Valuation Modeling, Quantitative Finance, Trading, Financial Modeling, Data Analysis, Microsoft Excel, Financial Analysis, Quantitative Analytics, Statistics
Education
The University of Chicago 2014 — 2015
Master of Science (M.S.), Financial Mathematics
University of California, Los Angeles 2011 — 2014
Bachelor of Science (BS), Mathematics, Economics and Accounting, 3.95/4.00
Jonathan Ham Jonathan Ham's J.P. Morgan Experience July 2012 - November 2012
Job Investment Banking Associate at Raymond James Financial, Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2015 - Present
Raymond James Financial Inc. April 2014 - June 2015
Keefe, Bruyette & Woods / Stifel Nicolaus November 2012 - April 2014
J.P. Morgan July 2012 - November 2012
Infinitedge Partners October 2011 - June 2012
Skills
Auditing, Equity Research, Investment Banking, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Accounting, Internal Controls, Risk Management, Corporate Finance, Bloomberg, Finance, Financial Analysis, Private Equity, Valuation
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Oakland High School 2004 — 2007
Valedictorian
Raymond James Financial Inc. July 2015 - Present
Raymond James Financial Inc. April 2014 - June 2015
Keefe, Bruyette & Woods / Stifel Nicolaus November 2012 - April 2014
J.P. Morgan July 2012 - November 2012
Infinitedge Partners October 2011 - June 2012
Skills
Auditing, Equity Research, Investment Banking, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Accounting, Internal Controls, Risk Management, Corporate Finance, Bloomberg, Finance, Financial Analysis, Private Equity, Valuation
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Oakland High School 2004 — 2007
Valedictorian
Felicia Smith Felicia Smith's J.P. Morgan Experience 2013 - September 2014
Job Non Qualified Benefits Consultant at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement 2014 - Present
Paradigm Design Solutions, Inc. 2012 - Present
J.P. Morgan 2013 - September 2014
MullinTBG April 2008 - July 2012
MullinTBG June 2006 - April 2008
TBG Financial November 2002 - June 2006
TBG Financial January 2001 - November 2002
TBG Financial March 2000 - January 2001
UCLA June 1996 - March 2000
Skills
Client Services, Operations Management, Deferred Compensation, Retirement Solutions, Business Continuity, Staff Management, SAS70, Salesforce.com, Financial Services, Retirement, Budgets, CRM, Investments, Management, Customer Service, Process Improvement
Education
University of California, Los Angeles 1992 — 1996
Bachelor of Arts (B.A.), Sociology
EMPOWER Retirement 2014 - Present
Paradigm Design Solutions, Inc. 2012 - Present
J.P. Morgan 2013 - September 2014
MullinTBG April 2008 - July 2012
MullinTBG June 2006 - April 2008
TBG Financial November 2002 - June 2006
TBG Financial January 2001 - November 2002
TBG Financial March 2000 - January 2001
UCLA June 1996 - March 2000
Skills
Client Services, Operations Management, Deferred Compensation, Retirement Solutions, Business Continuity, Staff Management, SAS70, Salesforce.com, Financial Services, Retirement, Budgets, CRM, Investments, Management, Customer Service, Process Improvement
Education
University of California, Los Angeles 1992 — 1996
Bachelor of Arts (B.A.), Sociology
Gabby Cho's J.P. Morgan Experience June 2015 - August 2015
Job Student at University of California, Berkeley
Industry Financial Services
Experience
UC Berkeley September 2015 - Present
J.P. Morgan June 2015 - August 2015
Ubisoft February 2015 - March 2015
Apple May 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, Sales, Salesforce.com
Education
Granite Bay High School
University of California, Berkeley
Bachelor of Science (B.S.), Economics
UC Berkeley September 2015 - Present
J.P. Morgan June 2015 - August 2015
Ubisoft February 2015 - March 2015
Apple May 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, Sales, Salesforce.com
Education
Granite Bay High School
University of California, Berkeley
Bachelor of Science (B.S.), Economics
Tanya Choo Tanya Choo's J.P. Morgan Experience June 2015 - Present
Job Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Serent Capital May 2013 - August 2013
Cisco Systems February 2013 - May 2013
Deloitte April 2013 - April 2013
Singpoli Capital June 2012 - August 2012
Universal Music Group May 2012 - August 2012
Skills
PowerPoint, Business Strategy, Public Speaking, Microsoft Excel, Financial Modeling, Corporate Finance, Valuation, Mergers & Acquisitions, Financial Analysis, Investments, Mandarin, Leadership, Social Media, Social Media Marketing, Research, Market Research, Strategy
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Santa Monica High School 2007 — 2011
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Serent Capital May 2013 - August 2013
Cisco Systems February 2013 - May 2013
Deloitte April 2013 - April 2013
Singpoli Capital June 2012 - August 2012
Universal Music Group May 2012 - August 2012
Skills
PowerPoint, Business Strategy, Public Speaking, Microsoft Excel, Financial Modeling, Corporate Finance, Valuation, Mergers & Acquisitions, Financial Analysis, Investments, Mandarin, Leadership, Social Media, Social Media Marketing, Research, Market Research, Strategy
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Santa Monica High School 2007 — 2011
Ilene Chau Ilene Chau's J.P. Morgan Experience February 2014 - Present
Job Vice President, Mergers & Acquisitions at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan July 2010 - January 2014
J.P. Morgan July 2007 - July 2010
Deutsche Bank Securities June 2006 - August 2006
Time Warner Cable 2004 - 2004
Skills
Financial Modeling, Corporate Finance, Corporate Development, Investment Banking, Valuation, Financial Analysis, Due Diligence
Education
University of California, Berkeley 2003 — 2007
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley, Haas School of Business 2003 — 2007
Bachelors, Business Administration
J.P. Morgan February 2014 - Present
J.P. Morgan July 2010 - January 2014
J.P. Morgan July 2007 - July 2010
Deutsche Bank Securities June 2006 - August 2006
Time Warner Cable 2004 - 2004
Skills
Financial Modeling, Corporate Finance, Corporate Development, Investment Banking, Valuation, Financial Analysis, Due Diligence
Education
University of California, Berkeley 2003 — 2007
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley, Haas School of Business 2003 — 2007
Bachelors, Business Administration
Marina Temkin, CFA's J.P. Morgan Experience 2000 - 2001
Job Full Time Freelance Journalist at Mergermarket
Industry Online Media
Experience
Various firms January 2012 - August 2013
Friendship Bridge (Microfinance NGO) 2010 - 2011
Duff & Phelps 2006 - 2010
Thomson Reuters 2003 - 2006
Thomson Reuters 2002 - 2003
J.P. Morgan 2000 - 2001
Skills
Due Diligence, Equity Research, Business Development, Strategic Planning, Fairness Opinions, Financial Modeling, Valuation, Investments, Private Equity, Corporate Finance, Financial Analysis, Financial Advisory, Business Valuation, Strategy, Business Journalism, Journalism, Online Journalism, Newspapers, Feature Articles, Final Cut Pro, Data Visualization
Education
CUNY Graduate School of Journalism 2013 — 2014
Master of Arts (MA)
University of California, Davis 1996 — 2000
Bachelor of Science
Various firms January 2012 - August 2013
Friendship Bridge (Microfinance NGO) 2010 - 2011
Duff & Phelps 2006 - 2010
Thomson Reuters 2003 - 2006
Thomson Reuters 2002 - 2003
J.P. Morgan 2000 - 2001
Skills
Due Diligence, Equity Research, Business Development, Strategic Planning, Fairness Opinions, Financial Modeling, Valuation, Investments, Private Equity, Corporate Finance, Financial Analysis, Financial Advisory, Business Valuation, Strategy, Business Journalism, Journalism, Online Journalism, Newspapers, Feature Articles, Final Cut Pro, Data Visualization
Education
CUNY Graduate School of Journalism 2013 — 2014
Master of Arts (MA)
University of California, Davis 1996 — 2000
Bachelor of Science
Nazli Vafa Beirne Nazli Vafa Beirne's J.P. Morgan Experience June 2011 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2011 - Present
Education
University of California, Berkeley
BA, English
University of San Francisco - School of Management
MBA, Marketing
J.P. Morgan June 2011 - Present
Education
University of California, Berkeley
BA, English
University of San Francisco - School of Management
MBA, Marketing
Huw Richards Huw Richards's J.P. Morgan Experience January 2012 - Present
Job CoHead Global Investment Grade Finance at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2012 - Present
J.P. Morgan January 2007 - January 2012
J.P. Morgan June 1999 - January 2007
Skills
Investment Banking, Capital Markets, Fixed Income, Investments, Corporate Finance, Finance, Bond Markets, Loan Origination, Debt & Equity Financing, Debt
Education
University of California, Berkeley 1990 — 1994
Bachelor of Science (B.Sc.), Business Administration and Management, General
J.P. Morgan January 2012 - Present
J.P. Morgan January 2007 - January 2012
J.P. Morgan June 1999 - January 2007
Skills
Investment Banking, Capital Markets, Fixed Income, Investments, Corporate Finance, Finance, Bond Markets, Loan Origination, Debt & Equity Financing, Debt
Education
University of California, Berkeley 1990 — 1994
Bachelor of Science (B.Sc.), Business Administration and Management, General
Eric Im Eric Im's J.P. Morgan Experience June 2009 - September 2012
Job Associate at York Capital Management
Industry Investment Management
Experience
York Capital Management September 2014 - Present
Alcentra January 2013 - September 2014
J.P. Morgan June 2009 - September 2012
J.P. Morgan June 2008 - August 2008
USBX September 2007 - November 2007
Skills
LBO, Financial Modeling, Valuation, Capital Markets, Leveraged Finance, Corporate Finance, Private Equity, Entrepreneurship, Strategy, DCF, Investment Banking
Education
University of California, Los Angeles 2005 — 2009
York Capital Management September 2014 - Present
Alcentra January 2013 - September 2014
J.P. Morgan June 2009 - September 2012
J.P. Morgan June 2008 - August 2008
USBX September 2007 - November 2007
Skills
LBO, Financial Modeling, Valuation, Capital Markets, Leveraged Finance, Corporate Finance, Private Equity, Entrepreneurship, Strategy, DCF, Investment Banking
Education
University of California, Los Angeles 2005 — 2009
Carl Choi, CFA Carl Choi, CFA's J.P. Morgan Experience June 2015 - Present
Job MBA Candidate at UC Berkeley Haas School of Business (Class of 2016)
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
London Capital Management October 2008 - June 2014
Unilever September 2007 - December 2007
PwC January 2007 - April 2007
PwC January 2006 - April 2006
PwC January 2005 - April 2005
Skills
Equities, Hedge Funds, Bloomberg, Financial Reporting, Derivatives, Equity Trading, Trading, Trading Systems, Electronic Trading, Auditing, Statistical Arbitrage, Business Analysis, Accounting, Capital Markets, Financial Modeling, IFRS, Valuation, Financial Accounting, Financial Analysis, Strategic Financial..., Corporate Finance, Internal Controls, Bloomberg Terminal, Fixed Income, Investment Banking, VBA, Finance, US GAAP, External Audit, Mergers & Acquisitions, Investments
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Waterloo 2003 — 2008
Bachelor of Mathematics
Wilfrid Laurier University 2003 — 2008
Bachelor of Business Administration (BBA)
Bishop Ridley College
J.P. Morgan June 2015 - Present
London Capital Management October 2008 - June 2014
Unilever September 2007 - December 2007
PwC January 2007 - April 2007
PwC January 2006 - April 2006
PwC January 2005 - April 2005
Skills
Equities, Hedge Funds, Bloomberg, Financial Reporting, Derivatives, Equity Trading, Trading, Trading Systems, Electronic Trading, Auditing, Statistical Arbitrage, Business Analysis, Accounting, Capital Markets, Financial Modeling, IFRS, Valuation, Financial Accounting, Financial Analysis, Strategic Financial..., Corporate Finance, Internal Controls, Bloomberg Terminal, Fixed Income, Investment Banking, VBA, Finance, US GAAP, External Audit, Mergers & Acquisitions, Investments
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Waterloo 2003 — 2008
Bachelor of Mathematics
Wilfrid Laurier University 2003 — 2008
Bachelor of Business Administration (BBA)
Bishop Ridley College
Steven Nguyen Steven Nguyen's J.P. Morgan Experience February 2004 - July 2009
Job Quantitative Analyst at Quantifi Solutions
Industry Financial Services
Experience
Quantifi Solutions June 2013 - Present
Alphabet Management July 2012 - June 2013
Morgan Stanley April 2010 - July 2012
J.P. Morgan February 2004 - July 2009
University of Kentucky July 2002 - February 2004
Skills
Derivatives, Options, Equities, Market Risk, Financial Modeling, Hedge Funds, Quantitative Analytics, FX Options, Financial Risk, Volatility, Time Series Analysis, Trading Strategies, Proprietary Trading, Quantitative Finance
Education
University of California, Los Angeles
PhD, Physics
International Center for Theoretical Physics, Italy
Diploma, Physics
Quantifi Solutions June 2013 - Present
Alphabet Management July 2012 - June 2013
Morgan Stanley April 2010 - July 2012
J.P. Morgan February 2004 - July 2009
University of Kentucky July 2002 - February 2004
Skills
Derivatives, Options, Equities, Market Risk, Financial Modeling, Hedge Funds, Quantitative Analytics, FX Options, Financial Risk, Volatility, Time Series Analysis, Trading Strategies, Proprietary Trading, Quantitative Finance
Education
University of California, Los Angeles
PhD, Physics
International Center for Theoretical Physics, Italy
Diploma, Physics
Yash Sheth Yash Sheth's J.P. Morgan Experience July 2010 - November 2010
Job Software Engineer at Google
Industry Computer Software
Experience
Google March 2013 - Present
UC Irvine September 2011 - January 2013
UC Irvine April 2012 - December 2012
salesforce.com June 2012 - September 2012
Perfect Carboys Ltd January 2011 - June 2011
Perfect Carboys Ltd January 2011 - June 2011
J.P. Morgan July 2010 - November 2010
Skills
C, C++, Java, SQL, JavaScript, Hadoop, HBase, Eclipse, Python, Apache Pig, Machine Learning, Shell Scripting, Algorithms, jQuery, Distributed Systems, AJAX, Data Mining
Education
University of California, Irvine 2011 — 2013
M.S, Computer Science
University of Mumbai 2006 — 2010
B.E (Computers), Algorithms, Data Structures, Web Development, Distributed Computing, Advanced Networks, Databases
Google March 2013 - Present
UC Irvine September 2011 - January 2013
UC Irvine April 2012 - December 2012
salesforce.com June 2012 - September 2012
Perfect Carboys Ltd January 2011 - June 2011
Perfect Carboys Ltd January 2011 - June 2011
J.P. Morgan July 2010 - November 2010
Skills
C, C++, Java, SQL, JavaScript, Hadoop, HBase, Eclipse, Python, Apache Pig, Machine Learning, Shell Scripting, Algorithms, jQuery, Distributed Systems, AJAX, Data Mining
Education
University of California, Irvine 2011 — 2013
M.S, Computer Science
University of Mumbai 2006 — 2010
B.E (Computers), Algorithms, Data Structures, Web Development, Distributed Computing, Advanced Networks, Databases
Jess Gaitan Jess Gaitan's J.P. Morgan Experience 1998 - 2005
Job Equity Research Sales & BuySide Marketing Professional
Industry Investment Banking
Experience
Glovista Investments LLC March 2011 - October 2012
Liberum Capital LLC May 2009 - November 2010
Dresdner Kleinwort Wasserstein May 2007 - March 2009
ABN AMRO Bank N.V. 2005 - 2007
J.P. Morgan 1998 - 2005
Scotiabank January 1996 - July 1998
BBVA June 1994 - November 1996
Societe Generale 1989 - 1994
Skills
Fluent French, Fluent Spanish, Writing, Emerging Markets, Equities, Equity Derivatives, Equity Research, Financial Advisory, French, Hedge Funds, Investments, Institutional..., Hedging, Leadership, Marketing, Mutual Funds, Pension Funds, Project Management, Sales, Spanish, Strategic Planning, Investor Relations, Investment Banking, Management, Budgets
Education
University of California, Berkeley 1984 — 1989
BA, Political Economy of Industrialized Societies
Glovista Investments LLC March 2011 - October 2012
Liberum Capital LLC May 2009 - November 2010
Dresdner Kleinwort Wasserstein May 2007 - March 2009
ABN AMRO Bank N.V. 2005 - 2007
J.P. Morgan 1998 - 2005
Scotiabank January 1996 - July 1998
BBVA June 1994 - November 1996
Societe Generale 1989 - 1994
Skills
Fluent French, Fluent Spanish, Writing, Emerging Markets, Equities, Equity Derivatives, Equity Research, Financial Advisory, French, Hedge Funds, Investments, Institutional..., Hedging, Leadership, Marketing, Mutual Funds, Pension Funds, Project Management, Sales, Spanish, Strategic Planning, Investor Relations, Investment Banking, Management, Budgets
Education
University of California, Berkeley 1984 — 1989
BA, Political Economy of Industrialized Societies
Jeanne Washington Jeanne Washington's J.P. Morgan Experience July 2013 - Present
Job Vice President, Global Trade Strategic Marketing at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Thomson Reuters November 2011 - January 2013
Thomson Reuters October 2010 - November 2011
Thomson Reuters November 2009 - October 2010
Charles Schwab August 2000 - March 2009
U.S. Department of Defense August 1993 - August 1998
Skills
Cross-functional Team..., Product Management, New Business Development, Financial Services, Marketing, Marketing Strategy, Mutual Funds, Product Launch, Management, Go-to-market Strategy, Product Development, Product Marketing, Marketing Management, Integrated Marketing, Digital Marketing
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Marketing
Georgetown University 1989 — 1993
Bachelor of Science, Japanese
J.P. Morgan July 2013 - Present
Thomson Reuters November 2011 - January 2013
Thomson Reuters October 2010 - November 2011
Thomson Reuters November 2009 - October 2010
Charles Schwab August 2000 - March 2009
U.S. Department of Defense August 1993 - August 1998
Skills
Cross-functional Team..., Product Management, New Business Development, Financial Services, Marketing, Marketing Strategy, Mutual Funds, Product Launch, Management, Go-to-market Strategy, Product Development, Product Marketing, Marketing Management, Integrated Marketing, Digital Marketing
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Marketing
Georgetown University 1989 — 1993
Bachelor of Science, Japanese
Maxim Trokhimtchouk Maxim Trokhimtchouk's J.P. Morgan Experience January 2011 - December 2011
Job Lead Quantitative Developer at Engineers Gate LP
Industry Investment Banking
Experience
Engineers Gate LP April 2014 - Present
Ideanudge LLC May 2013 - Present
Citadel Investment Group January 2012 - March 2013
J.P. Morgan January 2011 - December 2011
JPMorgan 2009 - 2011
JPMorgan 2008 - 2008
Skills
Quantitative Finance, Trading Systems, Electronic Trading, Risk Management, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Equities, Quantitative Research, Software Architectural..., FX Options, Options, Financial Markets, High Frequency Trading, Trading, Market Data, Interest Rate..., Capital Markets, Bloomberg, Trading Strategies, Hedge Funds, Securities, Credit Derivatives, Proprietary Trading, Quantitative Investing
Education
University of California, Berkeley 2004 — 2009
PhD, Mathematics
University of Toronto - Innis College 2000 — 2004
Bachelor of Science (B.Sc.), Mathematics
Etobicoke Collegiate Institute
Engineers Gate LP April 2014 - Present
Ideanudge LLC May 2013 - Present
Citadel Investment Group January 2012 - March 2013
J.P. Morgan January 2011 - December 2011
JPMorgan 2009 - 2011
JPMorgan 2008 - 2008
Skills
Quantitative Finance, Trading Systems, Electronic Trading, Risk Management, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Equities, Quantitative Research, Software Architectural..., FX Options, Options, Financial Markets, High Frequency Trading, Trading, Market Data, Interest Rate..., Capital Markets, Bloomberg, Trading Strategies, Hedge Funds, Securities, Credit Derivatives, Proprietary Trading, Quantitative Investing
Education
University of California, Berkeley 2004 — 2009
PhD, Mathematics
University of Toronto - Innis College 2000 — 2004
Bachelor of Science (B.Sc.), Mathematics
Etobicoke Collegiate Institute
Michael Wu Michael Wu's J.P. Morgan Experience June 2011 - August 2011
Job Senior Financial Analyst at Pandora
Industry Financial Services
Experience
Pandora November 2014 - Present
Union Square Advisors November 2012 - July 2014
ThinkEquity LLC June 2012 - October 2012
J.P. Morgan June 2011 - August 2011
TASC Group June 2010 - August 2010
John Liu City Comptroller Political Campaign July 2009 - August 2009
Skills
Capital IQ, Financial Analysis, Valuation, Microsoft Office, Corporate Finance, Investment Banking, Conversational Mandarin, Trading, Financial Modeling, Research, Economics
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Stuyvesant High School 2004 — 2008
HS Diploma
Pandora November 2014 - Present
Union Square Advisors November 2012 - July 2014
ThinkEquity LLC June 2012 - October 2012
J.P. Morgan June 2011 - August 2011
TASC Group June 2010 - August 2010
John Liu City Comptroller Political Campaign July 2009 - August 2009
Skills
Capital IQ, Financial Analysis, Valuation, Microsoft Office, Corporate Finance, Investment Banking, Conversational Mandarin, Trading, Financial Modeling, Research, Economics
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Stuyvesant High School 2004 — 2008
HS Diploma
Steffie Ko Steffie Ko's J.P. Morgan Experience June 2014 - August 2014
Job Incoming Consulting Analyst at Huron Consulting Group
Industry Marketing and Advertising
Experience
Participant Media February 2015 - May 2015
J.P. Morgan June 2014 - August 2014
NBCUniversal, Inc. September 2013 - December 2013
Fullscreen, Inc June 2013 - August 2013
Illume Public Relations January 2013 - May 2013
ResourceWebs July 2012 - December 2012
Medtronic June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Social Media Marketing, Research, Event Planning, Social Networking, Teamwork
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Economics
Participant Media February 2015 - May 2015
J.P. Morgan June 2014 - August 2014
NBCUniversal, Inc. September 2013 - December 2013
Fullscreen, Inc June 2013 - August 2013
Illume Public Relations January 2013 - May 2013
ResourceWebs July 2012 - December 2012
Medtronic June 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Social Media Marketing, Research, Event Planning, Social Networking, Teamwork
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Economics
Bryan Lee Bryan Lee's J.P. Morgan Experience 2009 - 2014
Job Sr. Director, FP&A
Industry Investment Banking
Experience
Five9 2014 - Present
J.P. Morgan 2009 - 2014
Franklin Templeton Investments 2006 - 2010
Smith Barney 2004 - 2006
Lawrence Johnson & Associates 2001 - 2004
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of California, Berkeley
B.A., Architecture
Five9 2014 - Present
J.P. Morgan 2009 - 2014
Franklin Templeton Investments 2006 - 2010
Smith Barney 2004 - 2006
Lawrence Johnson & Associates 2001 - 2004
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of California, Berkeley
B.A., Architecture
Matthew Medina Matthew Medina's J.P. Morgan Experience February 2015 - Present
Job Attorney
Industry Law Practice
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan April 2013 - February 2015
Latham & Watkins January 2012 - April 2013
Kim & Chang February 2010 - December 2011
Cleary Gottlieb Steen & Hamilton LLP September 2004 - December 2009
Skills
Corporate Law, Securities Regulation, Legal Writing, Legal Research, Legal Advice, Cross-border..., Capital Markets, Bankruptcy, Corporate Finance, Financial Structuring
Education
Columbia University School of Law 2001 — 2004
JD, Law
University of California, Berkeley 1994 — 1999
BA, History
J.P. Morgan February 2015 - Present
J.P. Morgan April 2013 - February 2015
Latham & Watkins January 2012 - April 2013
Kim & Chang February 2010 - December 2011
Cleary Gottlieb Steen & Hamilton LLP September 2004 - December 2009
Skills
Corporate Law, Securities Regulation, Legal Writing, Legal Research, Legal Advice, Cross-border..., Capital Markets, Bankruptcy, Corporate Finance, Financial Structuring
Education
Columbia University School of Law 2001 — 2004
JD, Law
University of California, Berkeley 1994 — 1999
BA, History
Nicole Klein's J.P. Morgan Experience June 2013 - October 2014
Job Full Stack Web Developer
Industry Information Technology and Services
Experience
Shortkey November 2014 - Present
1iota - The Fan Agency October 2014 - Present
J.P. Morgan June 2013 - October 2014
Sabio.la March 2014 - September 2014
Hollywood Tentworks August 2012 - June 2013
Apple Retail March 2011 - August 2012
UCLA USAC (Student government) June 2010 - June 2012
Kappa Delta Sorority, Alpha Iota Chapter October 2009 - January 2012
Newport Beach Tennis Club June 2005 - September 2010
Skills
Event Planning, Event Management, Public Relations, Budgets, Social Media, Facebook, Research, Social Networking, Microsoft Office, Project Planning, Public Speaking, Human Resources, JavaScript, Social Media Marketing, Photoshop, Microsoft Excel, CSS3, C#, ASP.NET MVC, SQL, Microsoft SQL Server, Visual Studio, Agile Web Development, Fundraising, HTML 5, Scrum, jQuery, Web Development, CSS, PowerPoint, Customer Service, ASP.NET, Web API, MVVM, Knockout.js, Agile Methodolgy, HTML, Agile Methodologies, Moment.js, dataTables.js, No-Sql, Dynamo, Amazon Web Services..., Facebook API, Amazon S3, Node.js
Education
Sabio.la 2014 — 2014
University of California, Los Angeles 2008 — 2012
Bachelor of Arts, Linguistics and Psychology
Corona Del Mar High School 2004 — 2008
Diploma
Art Instruction School 2003 — 2008
Shortkey November 2014 - Present
1iota - The Fan Agency October 2014 - Present
J.P. Morgan June 2013 - October 2014
Sabio.la March 2014 - September 2014
Hollywood Tentworks August 2012 - June 2013
Apple Retail March 2011 - August 2012
UCLA USAC (Student government) June 2010 - June 2012
Kappa Delta Sorority, Alpha Iota Chapter October 2009 - January 2012
Newport Beach Tennis Club June 2005 - September 2010
Skills
Event Planning, Event Management, Public Relations, Budgets, Social Media, Facebook, Research, Social Networking, Microsoft Office, Project Planning, Public Speaking, Human Resources, JavaScript, Social Media Marketing, Photoshop, Microsoft Excel, CSS3, C#, ASP.NET MVC, SQL, Microsoft SQL Server, Visual Studio, Agile Web Development, Fundraising, HTML 5, Scrum, jQuery, Web Development, CSS, PowerPoint, Customer Service, ASP.NET, Web API, MVVM, Knockout.js, Agile Methodolgy, HTML, Agile Methodologies, Moment.js, dataTables.js, No-Sql, Dynamo, Amazon Web Services..., Facebook API, Amazon S3, Node.js
Education
Sabio.la 2014 — 2014
University of California, Los Angeles 2008 — 2012
Bachelor of Arts, Linguistics and Psychology
Corona Del Mar High School 2004 — 2008
Diploma
Art Instruction School 2003 — 2008
Brian Cristol Brian Cristol's J.P. Morgan Experience November 2009 - April 2015
Job Sales Executive at CheckMate.io
Industry Computer Software
Experience
CheckMate.io April 2015 - Present
J.P. Morgan November 2009 - April 2015
Capital Asset Exchange & Trading, LLC April 2012 - January 2013
UBS Wealth Management March 2008 - May 2009
City National Bank August 2006 - February 2008
Skills
Investments, Investment Management, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Equities, Capital Markets, Trading, Private Equity, Bloomberg, Brokerage, Credit Analysis, New Business Development, Semiconductors, Asset Managment, Private Banking, Private Wealth..., Business Development, Credit Derivatives, Equity Derivatives, Trade Execution, Financial Analysis, Real Estate Investment, FX trading, FX Hedging, Excel, Thomson One, Reuters, Semiconductor Equipment, Semiconductor..., Sales, Sales Operations, Semiconductor Industry, Sales Management, Wealth Management..., Microsoft Excel, Investment Strategies, Asset Allocation
Education
University of California, Berkeley 2003 — 2006
Bachelor's Degree
CheckMate.io April 2015 - Present
J.P. Morgan November 2009 - April 2015
Capital Asset Exchange & Trading, LLC April 2012 - January 2013
UBS Wealth Management March 2008 - May 2009
City National Bank August 2006 - February 2008
Skills
Investments, Investment Management, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Equities, Capital Markets, Trading, Private Equity, Bloomberg, Brokerage, Credit Analysis, New Business Development, Semiconductors, Asset Managment, Private Banking, Private Wealth..., Business Development, Credit Derivatives, Equity Derivatives, Trade Execution, Financial Analysis, Real Estate Investment, FX trading, FX Hedging, Excel, Thomson One, Reuters, Semiconductor Equipment, Semiconductor..., Sales, Sales Operations, Semiconductor Industry, Sales Management, Wealth Management..., Microsoft Excel, Investment Strategies, Asset Allocation
Education
University of California, Berkeley 2003 — 2006
Bachelor's Degree
MayC Huang's J.P. Morgan Experience June 2011 - December 2012
Job Research Analyst at Serengeti Asset Management
Industry Financial Services
Experience
Serengeti Asset Management January 2013 - Present
J.P. Morgan June 2011 - December 2012
University of California, Berkeley June 2009 - July 2011
Morgan Stanley June 2010 - August 2010
NVIDIA June 2008 - August 2008
Education
University of California, Berkeley 2007 — 2011
B.A., Statistics and Applied Mathematics
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S., Business Administration
Lynbrook High School
Serengeti Asset Management January 2013 - Present
J.P. Morgan June 2011 - December 2012
University of California, Berkeley June 2009 - July 2011
Morgan Stanley June 2010 - August 2010
NVIDIA June 2008 - August 2008
Education
University of California, Berkeley 2007 — 2011
B.A., Statistics and Applied Mathematics
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S., Business Administration
Lynbrook High School
Steven Steven Steven Steven's J.P. Morgan Experience June 2012 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2012 - Present
J.P. Morgan June 2011 - August 2011
Marshall & Stevens April 2010 - January 2011
Skills
Financial Modeling, Business Valuation, Valuation, Finance, Banking, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Equities, DCF, Private Equity, Investments, LBO, Capital Markets, Equity Valuation, Due Diligence, Capital IQ, Mergers, Equity Research, Financial Reporting, M&A experience, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2012
Bachelor of Science, Business Administration and Accounting
UC Berkeley 2008 — 2008
Summer School at Haas Business School, Finance, General
J.P. Morgan June 2012 - Present
J.P. Morgan June 2011 - August 2011
Marshall & Stevens April 2010 - January 2011
Skills
Financial Modeling, Business Valuation, Valuation, Finance, Banking, Corporate Finance, Investment Banking, Financial Analysis, Bloomberg, Equities, DCF, Private Equity, Investments, LBO, Capital Markets, Equity Valuation, Due Diligence, Capital IQ, Mergers, Equity Research, Financial Reporting, M&A experience, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2012
Bachelor of Science, Business Administration and Accounting
UC Berkeley 2008 — 2008
Summer School at Haas Business School, Finance, General
Lisa Verell Ganame Lisa Verell Ganame's J.P. Morgan Experience July 2015 - Present
Job Senior Quantitative Analyst at Bank of America
Industry Banking
Experience
J.P. Morgan July 2015 - Present
Bank of America June 2007 - Present
Bank of America June 2005 - June 2007
Skills
Chartered Financial...
Education
University of California, Berkeley 2014 — 2017
Master of Business Administration (MBA)
University of Virginia 2001 — 2005
Bachelor of Science (BS), Systems Engineering;Economics
J.P. Morgan July 2015 - Present
Bank of America June 2007 - Present
Bank of America June 2005 - June 2007
Skills
Chartered Financial...
Education
University of California, Berkeley 2014 — 2017
Master of Business Administration (MBA)
University of Virginia 2001 — 2005
Bachelor of Science (BS), Systems Engineering;Economics
Brendan Minehan Brendan Minehan's J.P. Morgan Experience July 2013 - Present
Job Associate M&A at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Wells Fargo Securities June 2011 - July 2011
Wells Fargo & Co August 2008 - May 2011
Wells Fargo June 2007 - August 2008
Skills
Strategy, Business Strategy, Analysis, Public Speaking, Mirth, Wit, Timely Decision Making, Program Management, Finance, Mergers & Acquisitions, Leadership Development, Corporate Finance, Management Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
University of California, Davis 2002 — 2007
B.S., Managerial Economics, Minor in Physics
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Wells Fargo Securities June 2011 - July 2011
Wells Fargo & Co August 2008 - May 2011
Wells Fargo June 2007 - August 2008
Skills
Strategy, Business Strategy, Analysis, Public Speaking, Mirth, Wit, Timely Decision Making, Program Management, Finance, Mergers & Acquisitions, Leadership Development, Corporate Finance, Management Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
University of California, Davis 2002 — 2007
B.S., Managerial Economics, Minor in Physics
Juan Casanova Juan Casanova's J.P. Morgan Experience July 2013 - May 2015
Job Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2013 - May 2015
JP Morgan July 2010 - July 2013
GE June 2009 - August 2009
Citibank June 2008 - August 2008
Citibank June 2007 - August 2007
UBS July 2005 - August 2005
Skills
Spanish, Fluent Spanish
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Connecticut 2006 — 2010
BS, Finance Major, Economics Minor, Urban & Community Studies Minor
J.P. Morgan July 2013 - May 2015
JP Morgan July 2010 - July 2013
GE June 2009 - August 2009
Citibank June 2008 - August 2008
Citibank June 2007 - August 2007
UBS July 2005 - August 2005
Skills
Spanish, Fluent Spanish
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Connecticut 2006 — 2010
BS, Finance Major, Economics Minor, Urban & Community Studies Minor
Jessica Yueh's J.P. Morgan Experience February 2013 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan February 2013 - Present
Education
University of California, Berkeley 2005 — 2009
B.S./B.A.
J.P. Morgan February 2013 - Present
Education
University of California, Berkeley 2005 — 2009
B.S./B.A.
Shannjit Singh Shannjit Singh's J.P. Morgan Experience July 2000 - June 2003
Job Senior Business Analyst at Sailthru
Industry Internet
Experience
Sailthru January 2014 - Present
S Singh Ventures June 2012 - January 2014
3D Dog Studios May 2010 - May 2012
S Singh Ventures June 2009 - February 2010
Zameen Organic March 2009 - June 2009
Grameen Foundation October 2005 - January 2009
Personal Travel February 2004 - August 2005
Accel-KKR August 2003 - January 2004
J.P. Morgan July 2000 - June 2003
Skills
Corporate Finance, Contract Negotiations, Due Diligence, Valuation, Strategic Planning, Business Planning, Start-up Operations, Financial Management, Financial Modeling, Financial Reporting, Training & Development, Corporate Governance, Social Media Development, Mobile Applications, Mobile Games, Start-ups, Managerial Finance, Portfolio Management, Contract Negotiation, Microfinance, Strategy, Venture Capital, Entrepreneurship, Social Media
Education
University of California, Berkeley 1995 — 1999
Bachelor of Arts
Sailthru January 2014 - Present
S Singh Ventures June 2012 - January 2014
3D Dog Studios May 2010 - May 2012
S Singh Ventures June 2009 - February 2010
Zameen Organic March 2009 - June 2009
Grameen Foundation October 2005 - January 2009
Personal Travel February 2004 - August 2005
Accel-KKR August 2003 - January 2004
J.P. Morgan July 2000 - June 2003
Skills
Corporate Finance, Contract Negotiations, Due Diligence, Valuation, Strategic Planning, Business Planning, Start-up Operations, Financial Management, Financial Modeling, Financial Reporting, Training & Development, Corporate Governance, Social Media Development, Mobile Applications, Mobile Games, Start-ups, Managerial Finance, Portfolio Management, Contract Negotiation, Microfinance, Strategy, Venture Capital, Entrepreneurship, Social Media
Education
University of California, Berkeley 1995 — 1999
Bachelor of Arts
Kedar Kulkarni's J.P. Morgan Experience June 2014 - August 2014
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2015 - Present
The Berkeley Group February 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Micron Technology May 2013 - December 2013
Skills
Research, Data Analysis, Social Media, Facebook, Microsoft Office, Market Research, Public Speaking, Social Networking, Microsoft Excel, Spanish, Fundraising, Management, Strategic Planning, Project Management, PowerPoint, Strategy, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
The Boston Consulting Group August 2015 - Present
The Berkeley Group February 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Micron Technology May 2013 - December 2013
Skills
Research, Data Analysis, Social Media, Facebook, Microsoft Office, Market Research, Public Speaking, Social Networking, Microsoft Excel, Spanish, Fundraising, Management, Strategic Planning, Project Management, PowerPoint, Strategy, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Arting Chang Arting Chang's J.P. Morgan Experience June 2013 - September 2015
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - September 2015
Apple Inc. May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Market Research, Public Speaking, HTML, Research, Social Media, Financial Modeling, Leadership, Bloomberg, Forecasting, Mergers & Acquisitions, Financial Analysis, Interrogation, Mirth
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.A/B.S, Business Administration, Psychology
J.P. Morgan June 2013 - September 2015
Apple Inc. May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Photoshop, Market Research, Public Speaking, HTML, Research, Social Media, Financial Modeling, Leadership, Bloomberg, Forecasting, Mergers & Acquisitions, Financial Analysis, Interrogation, Mirth
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.A/B.S, Business Administration, Psychology
Jan Loeys's J.P. Morgan Experience December 1986 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 1986 - Present
Fordham University 1988 - 1992
New York Univerity, Stern 1986 - 1988
The Wharton School September 1984 - December 1986
Federal Reserve Bank of Philadelphia August 1981 - November 1986
Skills
Fixed Income, Equities, Hedge Funds, Investment Advisory, Alternative Investments, Global Tactical Asset...
Education
University of California, Los Angeles 1976 — 1981
Ph. D., Economics
Katholieke Universiteit Leuven 1971 — 1976
Licentiaat, Economics
J.P. Morgan December 1986 - Present
Fordham University 1988 - 1992
New York Univerity, Stern 1986 - 1988
The Wharton School September 1984 - December 1986
Federal Reserve Bank of Philadelphia August 1981 - November 1986
Skills
Fixed Income, Equities, Hedge Funds, Investment Advisory, Alternative Investments, Global Tactical Asset...
Education
University of California, Los Angeles 1976 — 1981
Ph. D., Economics
Katholieke Universiteit Leuven 1971 — 1976
Licentiaat, Economics
Nathan Khalil Nathan Khalil's J.P. Morgan Experience June 2014 - August 2014
Job Investment Banking Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Stockdale Capital Partners September 2014 - March 2015
J.P. Morgan June 2014 - August 2014
Lightstone Group June 2013 - August 2013
Merrill Lynch April 2013 - June 2013
Skills
Valuation, Microsoft Excel, Financial Modeling, Investment Banking, Comparable Analysis, Mergers & Acquisitions, Leadership, PowerPoint, Management, Financial Analysis, Underwriting, Strategy, Entrepreneurship, Portfolio Management, Analysis, Investments, Public Speaking
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Economics
Lincoln International July 2015 - Present
Stockdale Capital Partners September 2014 - March 2015
J.P. Morgan June 2014 - August 2014
Lightstone Group June 2013 - August 2013
Merrill Lynch April 2013 - June 2013
Skills
Valuation, Microsoft Excel, Financial Modeling, Investment Banking, Comparable Analysis, Mergers & Acquisitions, Leadership, PowerPoint, Management, Financial Analysis, Underwriting, Strategy, Entrepreneurship, Portfolio Management, Analysis, Investments, Public Speaking
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Economics
Eden Afriat Eden Afriat's J.P. Morgan Experience June 2015 - August 2015
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Security Research Associates June 2014 - January 2015
Alpha Epsilon Pi November 2013 - December 2014
Fortress Investment Group October 2013 - January 2014
Bisnow June 2013 - August 2013
Menchie's Frozen Yogurt February 2012 - August 2012
The Road Less Traveled July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, English, Google Adwords
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Business Administration and Management, General
Milken Community High School 2008 — 2012
J.P. Morgan June 2015 - August 2015
Security Research Associates June 2014 - January 2015
Alpha Epsilon Pi November 2013 - December 2014
Fortress Investment Group October 2013 - January 2014
Bisnow June 2013 - August 2013
Menchie's Frozen Yogurt February 2012 - August 2012
The Road Less Traveled July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, English, Google Adwords
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Business Administration and Management, General
Milken Community High School 2008 — 2012
Christian Wenger Christian Wenger's J.P. Morgan Experience January 2010 - September 2013
Job President & CoFounder: Township Capital, LLC
Industry Capital Markets
Experience
Township Capital, LLC - Real Estate Private Equity August 2014 - Present
Merrill Lynch Private Bank September 2013 - June 2014
J.P. Morgan January 2010 - September 2013
Jefferies & Company August 2007 - January 2010
Skills
Investments, Wealth Management, Social Media, Financial Analysis, Marketing, Microsoft Office, Due Diligence, Social Networking, Leadership, Financial Modeling, Wealth Management..., Valuation, Capital Markets, Equities
Education
University of California, Los Angeles 2004 — 2008
Business Economics, French, Applied Mathematics
University of California, Los Angeles 2004 — 2008
Township Capital, LLC - Real Estate Private Equity August 2014 - Present
Merrill Lynch Private Bank September 2013 - June 2014
J.P. Morgan January 2010 - September 2013
Jefferies & Company August 2007 - January 2010
Skills
Investments, Wealth Management, Social Media, Financial Analysis, Marketing, Microsoft Office, Due Diligence, Social Networking, Leadership, Financial Modeling, Wealth Management..., Valuation, Capital Markets, Equities
Education
University of California, Los Angeles 2004 — 2008
Business Economics, French, Applied Mathematics
University of California, Los Angeles 2004 — 2008
Benjamin Kaiser's J.P. Morgan Experience June 2014 - August 2014
Job Graduate from Berkeley | Haas School of Business
Industry Investment Banking
Experience
Piper Jaffray May 2015 - Present
J.P. Morgan June 2014 - August 2014
H.E.A. (non-profit) August 2012 - March 2014
Center for Responsible Business July 2013 - August 2013
IBM May 2013 - July 2013
Sigma Footwear Group June 2012 - August 2012
Kip Solutions November 2011 - May 2012
Deloitte April 2012 - April 2012
United Nations July 2011 - February 2012
Wells Fargo January 2012 - January 2012
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Global Management Concentration
Piper Jaffray May 2015 - Present
J.P. Morgan June 2014 - August 2014
H.E.A. (non-profit) August 2012 - March 2014
Center for Responsible Business July 2013 - August 2013
IBM May 2013 - July 2013
Sigma Footwear Group June 2012 - August 2012
Kip Solutions November 2011 - May 2012
Deloitte April 2012 - April 2012
United Nations July 2011 - February 2012
Wells Fargo January 2012 - January 2012
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Global Management Concentration
Cynthia Huang Cynthia Huang's J.P. Morgan Experience June 2015 - August 2015
Job Private Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
Pi Sigma Epsilon, Zeta Chi Chapter, Inc. March 2013 - Present
J.P. Morgan June 2015 - August 2015
Capital Investments at Berkeley September 2014 - May 2015
AT&T February 2015 - April 2015
UC Berkeley Fung Institute for Engineering Leadership July 2013 - February 2015
Merrill Lynch June 2014 - August 2014
CalTV January 2013 - May 2014
Macy's February 2014 - April 2014
Healthy Beginnings 501(c) April 2011 - April 2014
DAAI TV December 2013 - January 2014
Skills
HTML, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, iMovie, iPhoto, Editing, Social Media, Facebook, Social Media Marketing, Social Networking, Customer Service, Leadership, Marketing, Public Speaking, Final Cut Pro
Education
University of California, Berkeley 2012 — 2016
B.S. Business Administration
Saratoga High School 2008 — 2012
Pi Sigma Epsilon, Zeta Chi Chapter, Inc. March 2013 - Present
J.P. Morgan June 2015 - August 2015
Capital Investments at Berkeley September 2014 - May 2015
AT&T February 2015 - April 2015
UC Berkeley Fung Institute for Engineering Leadership July 2013 - February 2015
Merrill Lynch June 2014 - August 2014
CalTV January 2013 - May 2014
Macy's February 2014 - April 2014
Healthy Beginnings 501(c) April 2011 - April 2014
DAAI TV December 2013 - January 2014
Skills
HTML, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, iMovie, iPhoto, Editing, Social Media, Facebook, Social Media Marketing, Social Networking, Customer Service, Leadership, Marketing, Public Speaking, Final Cut Pro
Education
University of California, Berkeley 2012 — 2016
B.S. Business Administration
Saratoga High School 2008 — 2012
Mitzi Yue's J.P. Morgan Experience July 2014 - Present
Job Investment Banking Associate at J.P. Morgan; CEO and CoFounder of Women in Network
Industry Banking
Experience
J.P. Morgan July 2014 - Present
Women in Network July 2014 - Present
J.P. Morgan June 2012 - June 2014
Hidden River, LLC January 2011 - May 2011
Visa September 2010 - December 2010
Levi Strauss & Co. August 2010 - December 2010
Hewlett-Packard August 2010 - December 2010
Berkeley Ventures May 2010 - August 2010
Madera Group September 2009 - July 2010
Skills
Investment Banking, Financial Modeling, Valuation, PowerPoint, Financial Analysis, Strategy, Business Development, Mergers & Acquisitions, Marketing, Corporate Finance, Portfolio Management, Start-ups, Microsoft Office, Due Diligence, Finance, Bloomberg, Investments
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS, Business Administration
J.P. Morgan July 2014 - Present
Women in Network July 2014 - Present
J.P. Morgan June 2012 - June 2014
Hidden River, LLC January 2011 - May 2011
Visa September 2010 - December 2010
Levi Strauss & Co. August 2010 - December 2010
Hewlett-Packard August 2010 - December 2010
Berkeley Ventures May 2010 - August 2010
Madera Group September 2009 - July 2010
Skills
Investment Banking, Financial Modeling, Valuation, PowerPoint, Financial Analysis, Strategy, Business Development, Mergers & Acquisitions, Marketing, Corporate Finance, Portfolio Management, Start-ups, Microsoft Office, Due Diligence, Finance, Bloomberg, Investments
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS, Business Administration
Ashley DeLuca's J.P. Morgan Experience 2011 - 2014
Job Chief Compliance Officer and General Counsel at Infinity Capital Partners, LLC
Industry Investment Management
Experience
Infinity Capital Partners, LLC 2015 - Present
Infinity Capital Partners, LLC 2014 - 2015
J.P. Morgan 2011 - 2014
Sidley Austin LLP 2009 - 2010
Education
University of California, Berkeley - School of Law 2006 — 2009
JD
University of Oklahoma 2002 — 2006
Bachelor's Degree
Infinity Capital Partners, LLC 2015 - Present
Infinity Capital Partners, LLC 2014 - 2015
J.P. Morgan 2011 - 2014
Sidley Austin LLP 2009 - 2010
Education
University of California, Berkeley - School of Law 2006 — 2009
JD
University of Oklahoma 2002 — 2006
Bachelor's Degree
Stephen Fong Stephen Fong's J.P. Morgan Experience July 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Goldman Sachs June 2013 - August 2013
DeYoe Wealth Management July 2012 - April 2013
San Francisco Mayor’s Office of Economic and Workforce Development July 2011 - August 2011
Skills
Start-ups, Government, Nonprofits, Strategic Planning, Business Strategy, Strategy, Corporate Finance, Valuation
Education
University of California, Berkeley, Haas School of Business 2010 — 2014
B.S, Business Administration, Minor in Public Policy
J.P. Morgan July 2014 - Present
Goldman Sachs June 2013 - August 2013
DeYoe Wealth Management July 2012 - April 2013
San Francisco Mayor’s Office of Economic and Workforce Development July 2011 - August 2011
Skills
Start-ups, Government, Nonprofits, Strategic Planning, Business Strategy, Strategy, Corporate Finance, Valuation
Education
University of California, Berkeley, Haas School of Business 2010 — 2014
B.S, Business Administration, Minor in Public Policy
Christopher Suen's J.P. Morgan Experience October 2013 - August 2014
Job Private Equity Associate at The Gores Group
Industry Venture Capital & Private Equity
Experience
The Gores Group August 2014 - Present
J.P. Morgan October 2013 - August 2014
Macquarie Capital November 2011 - September 2013
Citigroup June 2010 - November 2011
Skills
Financial Modeling, Investment Banking, Bloomberg, Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Financial Analysis, Investments
Education
University of California, Berkeley 2006 — 2010
B.S., Business Administration
Aragon High School 2002 — 2006
The Gores Group August 2014 - Present
J.P. Morgan October 2013 - August 2014
Macquarie Capital November 2011 - September 2013
Citigroup June 2010 - November 2011
Skills
Financial Modeling, Investment Banking, Bloomberg, Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Financial Analysis, Investments
Education
University of California, Berkeley 2006 — 2010
B.S., Business Administration
Aragon High School 2002 — 2006
Gi Hong Ann Gi Hong Ann's J.P. Morgan Experience June 2015 - Present
Job Analyst J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
A.T. Kearney May 2013 - July 2013
Republic of Korea Army August 2011 - May 2013
Skills
Statistical Data..., Statistical Modeling, Financial Analysis, Market Risk, Microsoft Excel, Trading, R, VBA
Education
University of California, Berkeley 2009 — 2015
Statistics, Economics, Mathematic(Minor), Bachelor of Arts (B.A.)
Daewon Foreign Language High School 2006 — 2009
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
A.T. Kearney May 2013 - July 2013
Republic of Korea Army August 2011 - May 2013
Skills
Statistical Data..., Statistical Modeling, Financial Analysis, Market Risk, Microsoft Excel, Trading, R, VBA
Education
University of California, Berkeley 2009 — 2015
Statistics, Economics, Mathematic(Minor), Bachelor of Arts (B.A.)
Daewon Foreign Language High School 2006 — 2009
David Salaverry David Salaverry's J.P. Morgan Experience October 2014 - Present
Job Chief Financial Officer, U.S. Private Bank at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2014 - Present
J.P. Morgan September 2013 - October 2014
JPMorgan June 2008 - September 2013
Bear Stearns August 2004 - June 2008
Mitchell Madison Group 2000 - 2002
Patpatia & Associates 1998 - 2000
Skills
Strategy, Financial Services, Equities, Management Consulting, Fixed Income, Business Strategy, Finance, Hedge Funds, Capital Markets, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance & Strategy
University of California, Berkeley
BA, Political Economics
J.P. Morgan October 2014 - Present
J.P. Morgan September 2013 - October 2014
JPMorgan June 2008 - September 2013
Bear Stearns August 2004 - June 2008
Mitchell Madison Group 2000 - 2002
Patpatia & Associates 1998 - 2000
Skills
Strategy, Financial Services, Equities, Management Consulting, Fixed Income, Business Strategy, Finance, Hedge Funds, Capital Markets, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance & Strategy
University of California, Berkeley
BA, Political Economics
Janice Nam's J.P. Morgan Experience June 2014 - August 2014
Job Summer Analyst at J.P. Morgan
Industry Banking
Experience
Deutsche Bank July 2015 - Present
J.P. Morgan June 2014 - August 2014
University of California, Berkeley, Haas School of Business 2014 - 2014
UC Berkeley Fung Institute for Engineering Leadership 2013 - 2013
AIA 2012 - 2012
Hong Kong Disneyland 2012 - 2012
Hong Kong Vocal Academy 2011 - 2011
Vitasoy International Holdings Ltd. 2011 - 2011
Hong Kong Disneyland 2009 - 2009
Theater Noir 2009 - 2009
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Microsoft Word, English, Customer Service, Financial Analysis, Windows, Teaching, Acting, Valuation, Outlook, Equities, Data Analysis, Mandarin, Musical Theatre, Fixed Income, Equity Trading, Capital Markets, Bond Markets, High Yield Bonds, CDS, Prime Brokerage, Prime, Bonds, Portfolio Management, Hedge Funds
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science in Business Administration, with a minor in Theater, Dance and Performance Studies
Deutsche Bank July 2015 - Present
J.P. Morgan June 2014 - August 2014
University of California, Berkeley, Haas School of Business 2014 - 2014
UC Berkeley Fung Institute for Engineering Leadership 2013 - 2013
AIA 2012 - 2012
Hong Kong Disneyland 2012 - 2012
Hong Kong Vocal Academy 2011 - 2011
Vitasoy International Holdings Ltd. 2011 - 2011
Hong Kong Disneyland 2009 - 2009
Theater Noir 2009 - 2009
Skills
Microsoft Excel, Research, PowerPoint, Microsoft Office, Microsoft Word, English, Customer Service, Financial Analysis, Windows, Teaching, Acting, Valuation, Outlook, Equities, Data Analysis, Mandarin, Musical Theatre, Fixed Income, Equity Trading, Capital Markets, Bond Markets, High Yield Bonds, CDS, Prime Brokerage, Prime, Bonds, Portfolio Management, Hedge Funds
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science in Business Administration, with a minor in Theater, Dance and Performance Studies
Ben Chon's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Alpha Kappa Psi February 2012 - May 2015
Deloitte May 2014 - August 2014
Social Sector Solutions January 2014 - May 2014
Andreessen Horowitz June 2013 - December 2013
Cisco Systems February 2013 - May 2013
Centaur Partners October 2012 - December 2012
Merrill Lynch May 2012 - July 2012
Skills
Consulting, Leadership, Public Speaking, Market Research, Team-oriented, Business Strategy, Creative Writing, Analysis, Entrepreneurship, Program Management, Team Leadership, Mergers & Acquisitions, Venture Capital, Start-ups, Analytics, Due Diligence, Business Development, Management Consulting
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Major in Business Administration Minor in Creative Writing
J.P. Morgan June 2015 - Present
Alpha Kappa Psi February 2012 - May 2015
Deloitte May 2014 - August 2014
Social Sector Solutions January 2014 - May 2014
Andreessen Horowitz June 2013 - December 2013
Cisco Systems February 2013 - May 2013
Centaur Partners October 2012 - December 2012
Merrill Lynch May 2012 - July 2012
Skills
Consulting, Leadership, Public Speaking, Market Research, Team-oriented, Business Strategy, Creative Writing, Analysis, Entrepreneurship, Program Management, Team Leadership, Mergers & Acquisitions, Venture Capital, Start-ups, Analytics, Due Diligence, Business Development, Management Consulting
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Major in Business Administration Minor in Creative Writing
Geoffrey Pan Geoffrey Pan's J.P. Morgan Experience July 2014 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2014 - Present
Microsoft March 2013 - May 2013
Goldman Sachs September 2007 - June 2012
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.)
J.P. Morgan July 2014 - Present
Microsoft March 2013 - May 2013
Goldman Sachs September 2007 - June 2012
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of California, Irvine 2003 — 2007
Bachelor of Arts (B.A.)
Natasha Bottari's J.P. Morgan Experience August 2011 - Present
Job Commercial Card Solutions Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
JPMorgan Chase March 2008 - December 2010
Bear Stearns May 2003 - March 2008
Skills
Customer Service, Microsoft Office, Negotiation, Series 7, Series 63, Bloomberg, Fixed Income, Equities, Mutual Funds, Uniform Combined State..., Securities, Series 6, Investments, Wealth Management, Portfolio Management, Credit
Education
UC Berkeley 1994 — 1996
Economics
University of Utah 1990 — 1993
J.P. Morgan August 2011 - Present
JPMorgan Chase March 2008 - December 2010
Bear Stearns May 2003 - March 2008
Skills
Customer Service, Microsoft Office, Negotiation, Series 7, Series 63, Bloomberg, Fixed Income, Equities, Mutual Funds, Uniform Combined State..., Securities, Series 6, Investments, Wealth Management, Portfolio Management, Credit
Education
UC Berkeley 1994 — 1996
Economics
University of Utah 1990 — 1993
Alkey Pandya Alkey Pandya's J.P. Morgan Experience July 2012 - February 2015
Job Senior Research Analyst at Iconiq Capital
Industry Financial Services
Experience
ICONIQ Capital March 2015 - Present
J.P. Morgan July 2012 - February 2015
Tilden Capital Partners August 2011 - May 2012
J.P. Morgan June 2011 - August 2011
Achievement Trust Advisory June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Capital IQ, Bloomberg, Financial Modeling, Financial Analysis, Data Analysis, Hedge Funds, Industry Research, Valuation, Microsoft Excel, R, Economics, SQL, Venture Capital
Education
University of California, Berkeley 2008 — 2012
BS, Industrial Engineering and Operations Research
ICONIQ Capital March 2015 - Present
J.P. Morgan July 2012 - February 2015
Tilden Capital Partners August 2011 - May 2012
J.P. Morgan June 2011 - August 2011
Achievement Trust Advisory June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Skills
Capital IQ, Bloomberg, Financial Modeling, Financial Analysis, Data Analysis, Hedge Funds, Industry Research, Valuation, Microsoft Excel, R, Economics, SQL, Venture Capital
Education
University of California, Berkeley 2008 — 2012
BS, Industrial Engineering and Operations Research
Phil James Phil James's J.P. Morgan Experience June 2015 - July 2015
Job Uber | UC Berkeley
Industry Information Technology and Services
Experience
Uber September 2015 - Present
J.P. Morgan June 2015 - July 2015
Optimir Consulting March 2013 - May 2015
Euclid May 2014 - August 2014
Franklin Templeton Investments May 2013 - August 2013
Focus Ventures May 2012 - August 2012
Drobo, Inc. May 2012 - August 2012
Skills
Start-ups, Strategy, Entrepreneurship, Leadership, Venture Capital, Microsoft Excel, Strategic Planning, Marketing, Private Equity, Research, Public Speaking, Social Networking, Strategic Partnerships, Microsoft Office, Business Development, Digital Media, Photoshop, Photography, Mergers & Acquisitions, SharePoint
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2012 — 2015
Uber September 2015 - Present
J.P. Morgan June 2015 - July 2015
Optimir Consulting March 2013 - May 2015
Euclid May 2014 - August 2014
Franklin Templeton Investments May 2013 - August 2013
Focus Ventures May 2012 - August 2012
Drobo, Inc. May 2012 - August 2012
Skills
Start-ups, Strategy, Entrepreneurship, Leadership, Venture Capital, Microsoft Excel, Strategic Planning, Marketing, Private Equity, Research, Public Speaking, Social Networking, Strategic Partnerships, Microsoft Office, Business Development, Digital Media, Photoshop, Photography, Mergers & Acquisitions, SharePoint
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2012 — 2015
James (Jianming) Yu James (Jianming) Yu's J.P. Morgan Experience August 2014 - August 2015
Job Associate at JPMorgan Chase
Industry Computer Software
Experience
J.P. Morgan August 2014 - August 2015
PROS Co. September 2011 - July 2014
DIRECTV April 2007 - September 2011
Genera Co February 2005 - March 2007
NEC January 2002 - August 2002
Beida Jade Bird Information Tech, Co September 2000 - January 2002
Ministry of Industry and Information Technology of the People's Republic of China August 1999 - August 2000
Skills
Java, Hibernate, Java Enterprise Edition, Agile Methodologies, SQL, SDLC, Scrum, Artificial Neural..., Machine Learning, Spring Framework, Web Services, SOA
Education
University of California, Los Angeles 2010 — 2010
Certificate, Management
University of North Texas 2002 — 2004
M.S., Computer Science
Beijing Polytechnic University 1995 — 2000
B.S., Computer Science
J.P. Morgan August 2014 - August 2015
PROS Co. September 2011 - July 2014
DIRECTV April 2007 - September 2011
Genera Co February 2005 - March 2007
NEC January 2002 - August 2002
Beida Jade Bird Information Tech, Co September 2000 - January 2002
Ministry of Industry and Information Technology of the People's Republic of China August 1999 - August 2000
Skills
Java, Hibernate, Java Enterprise Edition, Agile Methodologies, SQL, SDLC, Scrum, Artificial Neural..., Machine Learning, Spring Framework, Web Services, SOA
Education
University of California, Los Angeles 2010 — 2010
Certificate, Management
University of North Texas 2002 — 2004
M.S., Computer Science
Beijing Polytechnic University 1995 — 2000
B.S., Computer Science
Anna Shen's J.P. Morgan Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - August 2015
McCafferty & Company September 2014 - December 2014
DIRECTV June 2014 - September 2014
Stanford University 2009 - 2013
Education
University of California, Los Angeles 2011 — 2016
Bachelor of Science (B.S.), Molecular, Cellular Biology
Saratoga High School
J.P. Morgan June 2015 - August 2015
McCafferty & Company September 2014 - December 2014
DIRECTV June 2014 - September 2014
Stanford University 2009 - 2013
Education
University of California, Los Angeles 2011 — 2016
Bachelor of Science (B.S.), Molecular, Cellular Biology
Saratoga High School
Maggie Zhao Maggie Zhao's J.P. Morgan Experience July 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - August 2014
HSBC June 2013 - July 2013
J.P. Morgan July 2012 - August 2012
Skills
Research, Financial Analysis, Data Analysis, Public Speaking, Financial Modeling, Teamwork, Investment Banking, Trading, Market Research, Entrepreneurship, Corporate Finance, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Bachelor of Science (BS), Business Administration
University of California, Berkeley 2011 — 2015
Bachelor of Arts (BA), Applied Mathematics, Minor in Music
Goldman Sachs June 2014 - August 2014
HSBC June 2013 - July 2013
J.P. Morgan July 2012 - August 2012
Skills
Research, Financial Analysis, Data Analysis, Public Speaking, Financial Modeling, Teamwork, Investment Banking, Trading, Market Research, Entrepreneurship, Corporate Finance, Leadership
Education
University of California, Berkeley - Walter A. Haas School of Business 2013 — 2015
Bachelor of Science (BS), Business Administration
University of California, Berkeley 2011 — 2015
Bachelor of Arts (BA), Applied Mathematics, Minor in Music
Denton Xu's J.P. Morgan Experience June 2014 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Oxford Microfinance Initiative October 2013 - May 2014
Blavatnik School of Government and Saïd Business School February 2014 - April 2014
J.P. Morgan June 2013 - August 2013
UC Berkeley College of Engineering September 2012 - December 2012
Accenture Development Partnerships May 2012 - August 2012
Intel Corporation September 2011 - December 2011
Citi (Asia Pacific) June 2011 - August 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Valuation, Business Strategy, Business Analysis, Market Research, Research, Investment Banking, Mergers & Acquisitions, Microsoft Excel, Microsoft PowerPoint, Technology, Java, Python, SQL, JavaScript, HTML, CSS
Education
University of Oxford 2013 — 2014
Master of Science (MSc), Computer Science
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Business Administration
Mission San Jose High School 2005 — 2009
J.P. Morgan June 2014 - Present
Oxford Microfinance Initiative October 2013 - May 2014
Blavatnik School of Government and Saïd Business School February 2014 - April 2014
J.P. Morgan June 2013 - August 2013
UC Berkeley College of Engineering September 2012 - December 2012
Accenture Development Partnerships May 2012 - August 2012
Intel Corporation September 2011 - December 2011
Citi (Asia Pacific) June 2011 - August 2011
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Finance, Valuation, Business Strategy, Business Analysis, Market Research, Research, Investment Banking, Mergers & Acquisitions, Microsoft Excel, Microsoft PowerPoint, Technology, Java, Python, SQL, JavaScript, HTML, CSS
Education
University of Oxford 2013 — 2014
Master of Science (MSc), Computer Science
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), Business Administration
Mission San Jose High School 2005 — 2009
Nick Papadakis's J.P. Morgan Experience September 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Piper Jaffray May 2013 - August 2013
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Bachelor of Science (BS), Business Administration, Finance
Redwood High School
J.P. Morgan September 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Piper Jaffray May 2013 - August 2013
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Bachelor of Science (BS), Business Administration, Finance
Redwood High School
Belinda Wang's J.P. Morgan Experience October 2014 - May 2015
Job Returning Associate Technology Investment Banking at Credit Suisse
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business 2015 - Present
Credit Suisse June 2015 - August 2015
J.P. Morgan October 2014 - May 2015
China Galaxy Securities August 2014 - September 2014
Houlihan Lokey May 2014 - August 2014
TriZetto, A Cognizant Company September 2011 - November 2012
IHS July 2008 - September 2011
Crowe GHP Horwath January 2006 - July 2008
Skills
Strategic Analysis, Project Portfolio..., Financial Modeling, Due Diligence, Business Valuation, Mergers, Investments, Financial Accounting, Venture Capital, Business Case Design, Cross-functional Team..., Persuasive Presentations, New Business Development, Benchmarking, Analysis, Mergers & Acquisitions, Valuation, Finance, Corporate Development, Business Strategy, Financial Reporting, Product Management, Investment Banking
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA), Business, Management, Marketing
University of Denver - Daniels College of Business 2005 — 2006
MS Finance Summa Cum Laude, Corporate Finance
University of Colorado Denver 2003 — 2004
B.A., Economics
University of California, Berkeley, Haas School of Business 2015 - Present
Credit Suisse June 2015 - August 2015
J.P. Morgan October 2014 - May 2015
China Galaxy Securities August 2014 - September 2014
Houlihan Lokey May 2014 - August 2014
TriZetto, A Cognizant Company September 2011 - November 2012
IHS July 2008 - September 2011
Crowe GHP Horwath January 2006 - July 2008
Skills
Strategic Analysis, Project Portfolio..., Financial Modeling, Due Diligence, Business Valuation, Mergers, Investments, Financial Accounting, Venture Capital, Business Case Design, Cross-functional Team..., Persuasive Presentations, New Business Development, Benchmarking, Analysis, Mergers & Acquisitions, Valuation, Finance, Corporate Development, Business Strategy, Financial Reporting, Product Management, Investment Banking
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA), Business, Management, Marketing
University of Denver - Daniels College of Business 2005 — 2006
MS Finance Summa Cum Laude, Corporate Finance
University of Colorado Denver 2003 — 2004
B.A., Economics
Andrew Schussman Andrew Schussman's J.P. Morgan Experience April 2015 - Present
Job Analyst at J.P. Morgan Real Estate Asset Management
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
eBay Inc 2005 - Present
Deutsche Bank June 2014 - August 2014
Fortress Investment Group April 2014 - June 2014
Beach Point Capital Management October 2013 - November 2013
Aristotle Capital Management, LLC June 2013 - September 2013
Apollo Jets February 2013 - September 2013
Morgan Stanley Wealth Management July 2012 - September 2012
Skills
Investments, Business Development, Finance, Management, CRM, Analysis, Valuation
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Royal High School 2007 — 2011
J.P. Morgan April 2015 - Present
eBay Inc 2005 - Present
Deutsche Bank June 2014 - August 2014
Fortress Investment Group April 2014 - June 2014
Beach Point Capital Management October 2013 - November 2013
Aristotle Capital Management, LLC June 2013 - September 2013
Apollo Jets February 2013 - September 2013
Morgan Stanley Wealth Management July 2012 - September 2012
Skills
Investments, Business Development, Finance, Management, CRM, Analysis, Valuation
Education
University of California, Los Angeles 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Royal High School 2007 — 2011
Katie Mellon's J.P. Morgan Experience June 2013 - August 2013
Job Financial Analyst at Bel Air Investment Advisors
Industry Investment Management
Experience
Bel Air Investment Advisors June 2014 - Present
UCLA Anderson School of Management September 2013 - June 2014
J.P. Morgan June 2013 - August 2013
Young America's Foundation June 2012 - September 2012
Nordstrom June 2011 - September 2011
Seascape Realty July 2010 - September 2010
Skills
Public Speaking, Research, PowerPoint, Customer Service, Event Planning, Public Finance, Fixed Income, Public Policy, Social Media, Leadership, Data Analysis
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Economics, Political Science
UCSB 2009 — 2009
Research Mentorship Program
Bel Air Investment Advisors June 2014 - Present
UCLA Anderson School of Management September 2013 - June 2014
J.P. Morgan June 2013 - August 2013
Young America's Foundation June 2012 - September 2012
Nordstrom June 2011 - September 2011
Seascape Realty July 2010 - September 2010
Skills
Public Speaking, Research, PowerPoint, Customer Service, Event Planning, Public Finance, Fixed Income, Public Policy, Social Media, Leadership, Data Analysis
Education
UCLA 2010 — 2014
Bachelor of Arts (B.A.), Economics, Political Science
UCSB 2009 — 2009
Research Mentorship Program
Jason Stein Jason Stein's J.P. Morgan Experience February 2011 - June 2012
Job CoFounder at imoji
Industry Internet
Experience
imoji October 2013 - Present
HotelTonight December 2013 - September 2014
HotelTonight June 2012 - December 2013
J.P. Morgan February 2011 - June 2012
RBC Capital Markets 2010 - 2011
PricewaterhouseCoopers June 2009 - August 2009
6Pacific Capital March 2009 - June 2009
SBE Entertainment March 2008 - April 2009
Skills
Graphic Design, Strategic Planning, Business Strategy, Analytics, Financial Modeling, Marketing Strategy, Financial Analysis, Competitive Analysis, Market Research, Start-ups, Data Analysis, Business Development, Entrepreneurship, Marketing, Due Diligence, Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Economics, Innovation, Creativity, Compression, Equity Research, Corporate Development, Emerging Markets, Social Media Marketing
Education
University of California, Los Angeles
BA, Economics
imoji October 2013 - Present
HotelTonight December 2013 - September 2014
HotelTonight June 2012 - December 2013
J.P. Morgan February 2011 - June 2012
RBC Capital Markets 2010 - 2011
PricewaterhouseCoopers June 2009 - August 2009
6Pacific Capital March 2009 - June 2009
SBE Entertainment March 2008 - April 2009
Skills
Graphic Design, Strategic Planning, Business Strategy, Analytics, Financial Modeling, Marketing Strategy, Financial Analysis, Competitive Analysis, Market Research, Start-ups, Data Analysis, Business Development, Entrepreneurship, Marketing, Due Diligence, Mergers & Acquisitions, Corporate Finance, Valuation, Venture Capital, Economics, Innovation, Creativity, Compression, Equity Research, Corporate Development, Emerging Markets, Social Media Marketing
Education
University of California, Los Angeles
BA, Economics
Nachi Subramanian Nachi Subramanian's J.P. Morgan Experience January 2013 - Present
Job Executive Director, Global Cash Equities at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
J.P. Morgan January 2010 - December 2012
JPMorgan June 2008 - December 2009
Bear, Stearns & Co. Inc January 2008 - May 2008
Bear, Stearns & Co. Inc. July 2005 - December 2007
Skills
Equities, Hedge Funds, Capital Markets, Alternative Investments
Education
University of California, Irvine 2001 — 2005
J.P. Morgan January 2013 - Present
J.P. Morgan January 2010 - December 2012
JPMorgan June 2008 - December 2009
Bear, Stearns & Co. Inc January 2008 - May 2008
Bear, Stearns & Co. Inc. July 2005 - December 2007
Skills
Equities, Hedge Funds, Capital Markets, Alternative Investments
Education
University of California, Irvine 2001 — 2005
Raymond Lin Raymond Lin's J.P. Morgan Experience July 1988 - May 1990
Job Portfolio Manager, Fuller & Thaler Asset Management
Industry Investment Management
Experience
Fuller & Thaler Asset Management February 2006 - Present
Tricera Capital June 2003 - February 2006
Sit Investment Associates May 1994 - June 2003
J.P. Morgan July 1988 - May 1990
Skills
Hedge Funds, Portfolio Management
Education
University of California, Berkeley 1990 — 1993
MBA and MA, Asian Studies
University of Michigan 1984 — 1988
BS, Computer Science
Fuller & Thaler Asset Management February 2006 - Present
Tricera Capital June 2003 - February 2006
Sit Investment Associates May 1994 - June 2003
J.P. Morgan July 1988 - May 1990
Skills
Hedge Funds, Portfolio Management
Education
University of California, Berkeley 1990 — 1993
MBA and MA, Asian Studies
University of Michigan 1984 — 1988
BS, Computer Science
Mary Skinner Mary Skinner's J.P. Morgan Experience September 1987 - April 1991
Job Owner, Producer, Director at 2B Productions
Industry Motion Pictures and Film
Experience
2B Productions January 2004 - Present
TIAA-CREF, Ronnette Riley Architect, Enterprise Ireland November 2001 - August 2008
Bank of America, E-Trade, Wells Fargo, Nicholas Applegate 1999 - 2001
Intuit September 1998 - August 2000
Charles Schwab January 1995 - December 1998
Wells Fargo January 1993 - January 1995
J.P. Morgan September 1987 - April 1991
Paine Webber September 1986 - September 1987
Shearson Lehman Brothers 1981 - 1986
United Presbyterian Church USA Peacemaking Project September 1979 - September 1981
Skills
Story Structure, Presentation Design, Executive Coaching, Documentaries, Video Production, Writing, Proposal Writing, Copywriting, Website Copy, Problem Solving, Marketing Copy, Digital Media, Marketing Communications, Screenwriting, Social Media, Editing, Photography, Creative Writing, Producing Documentaries, Research, Film, Film Production, Radio, Integrated Marketing, Marketing, Entertainment, Producing, Video Editing, New Media, Final Cut Pro, Online Advertising, Multimedia, Content Development, Voice Over, Independent Film, Media Production, Marketing Strategy, Directing, Corporate Communications, Blogging, Creative Direction, Copy Editing, Content Strategy, Short Films, Feature Films, Post Production, Scripting, Web Video, Commercials, Videography
Education
University of California, Berkeley 1970 — 1977
BA, English/Dramatic Art
BCC
2B Productions January 2004 - Present
TIAA-CREF, Ronnette Riley Architect, Enterprise Ireland November 2001 - August 2008
Bank of America, E-Trade, Wells Fargo, Nicholas Applegate 1999 - 2001
Intuit September 1998 - August 2000
Charles Schwab January 1995 - December 1998
Wells Fargo January 1993 - January 1995
J.P. Morgan September 1987 - April 1991
Paine Webber September 1986 - September 1987
Shearson Lehman Brothers 1981 - 1986
United Presbyterian Church USA Peacemaking Project September 1979 - September 1981
Skills
Story Structure, Presentation Design, Executive Coaching, Documentaries, Video Production, Writing, Proposal Writing, Copywriting, Website Copy, Problem Solving, Marketing Copy, Digital Media, Marketing Communications, Screenwriting, Social Media, Editing, Photography, Creative Writing, Producing Documentaries, Research, Film, Film Production, Radio, Integrated Marketing, Marketing, Entertainment, Producing, Video Editing, New Media, Final Cut Pro, Online Advertising, Multimedia, Content Development, Voice Over, Independent Film, Media Production, Marketing Strategy, Directing, Corporate Communications, Blogging, Creative Direction, Copy Editing, Content Strategy, Short Films, Feature Films, Post Production, Scripting, Web Video, Commercials, Videography
Education
University of California, Berkeley 1970 — 1977
BA, English/Dramatic Art
BCC
Andy Rich Andy Rich's J.P. Morgan Experience June 2009 - June 2011
Job Investment Professional
Industry Venture Capital & Private Equity
Experience
The Gores Group September 2014 - Present
Technology Crossover Ventures July 2011 - August 2014
J.P. Morgan June 2009 - June 2011
Education
UC Berkeley
Business Administration
The Gores Group September 2014 - Present
Technology Crossover Ventures July 2011 - August 2014
J.P. Morgan June 2009 - June 2011
Education
UC Berkeley
Business Administration
Nikolas Palchikoff's J.P. Morgan Experience October 2012 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
My Road Less Traveled February 2012 - Present
International Creative Management (ICM) October 2010 - October 2011
Lions Gate Films January 2009 - June 2009
New Line Cinema August 2008 - December 2008
Atwater October 2006 - June 2007
Skills
Film, Outlook, Television, Relationship Management, Business Development, Marketing Strategy, Financial Services, Entertainment Industry, Film Production, Strategic Consulting, Film Development, Digital Media, Strategic Planning, Script Coverage, Contact Management, Marketing, Film Studios, Studio System, Screenwriting, Film Distribution, Physical Production, Financial Advisory, Social Media, Social Media Marketing
Education
University of California, Los Angeles 2004 — 2009
BA, History
Corona del Mar High School 2000 — 2004
J.P. Morgan October 2012 - Present
My Road Less Traveled February 2012 - Present
International Creative Management (ICM) October 2010 - October 2011
Lions Gate Films January 2009 - June 2009
New Line Cinema August 2008 - December 2008
Atwater October 2006 - June 2007
Skills
Film, Outlook, Television, Relationship Management, Business Development, Marketing Strategy, Financial Services, Entertainment Industry, Film Production, Strategic Consulting, Film Development, Digital Media, Strategic Planning, Script Coverage, Contact Management, Marketing, Film Studios, Studio System, Screenwriting, Film Distribution, Physical Production, Financial Advisory, Social Media, Social Media Marketing
Education
University of California, Los Angeles 2004 — 2009
BA, History
Corona del Mar High School 2000 — 2004
Bram Kaplan Bram Kaplan's J.P. Morgan Experience November 2009 - Present
Job Equity Derivatives Strategist at JPMorgan
Industry Investment Banking
Experience
J.P. Morgan November 2009 - Present
Merrill Lynch April 2008 - November 2009
Hewitt Associates September 2003 - March 2007
Skills
Derivatives, Pensions, Options, Equity Derivatives, Hedge Funds, Structured Products, Equities, Quantitative Finance, Bloomberg, Investments
Education
University of California, Berkeley, Haas School of Business 2007 — 2008
Masters, Financial Engineering
University of Waterloo 1998 — 2003
B. Math, Actuarial Science
J.P. Morgan November 2009 - Present
Merrill Lynch April 2008 - November 2009
Hewitt Associates September 2003 - March 2007
Skills
Derivatives, Pensions, Options, Equity Derivatives, Hedge Funds, Structured Products, Equities, Quantitative Finance, Bloomberg, Investments
Education
University of California, Berkeley, Haas School of Business 2007 — 2008
Masters, Financial Engineering
University of Waterloo 1998 — 2003
B. Math, Actuarial Science
Atika Sanchetee Atika Sanchetee's J.P. Morgan Experience January 2010 - April 2012
Job Engagement Manager, Commercial Strategy at Fahrenheit 212
Industry Management Consulting
Experience
Fahrenheit 212 June 2015 - Present
Fahrenheit 212 October 2013 - June 2015
Sawaya Segalas March 2012 - July 2013
J.P. Morgan January 2010 - April 2012
Department of Economics, UCLA October 2007 - December 2009
Ernst & Young 2009 - 2009
Smith Barney 2008 - 2008
Skills
Financial Modeling, Business Analytics, Statistical Modeling, Bloomberg, Valuation, Investments, Equities, Analytics, Quantitative Analytics, Equity Research, VBA, Econometrics, Finance, Financial Advisory, Hedge Funds, Innovation Consulting, Portfolio Management, Entrepreneurship, Strategic Planning
Education
Carmel High School, Calcutta, India
University of California, Los Angeles
B.A., Business Economics
Fahrenheit 212 June 2015 - Present
Fahrenheit 212 October 2013 - June 2015
Sawaya Segalas March 2012 - July 2013
J.P. Morgan January 2010 - April 2012
Department of Economics, UCLA October 2007 - December 2009
Ernst & Young 2009 - 2009
Smith Barney 2008 - 2008
Skills
Financial Modeling, Business Analytics, Statistical Modeling, Bloomberg, Valuation, Investments, Equities, Analytics, Quantitative Analytics, Equity Research, VBA, Econometrics, Finance, Financial Advisory, Hedge Funds, Innovation Consulting, Portfolio Management, Entrepreneurship, Strategic Planning
Education
Carmel High School, Calcutta, India
University of California, Los Angeles
B.A., Business Economics
Alan Ni Alan Ni's J.P. Morgan Experience June 2011 - July 2013
Job Associate at Francisco Partners
Industry Venture Capital & Private Equity
Experience
Francisco Partners July 2013 - Present
J.P. Morgan June 2011 - July 2013
Lazard Freres & Co. March 2010 - August 2010
Associated Students of the University of California, Berkeley September 2009 - April 2010
Skills
Investment Banking, Financial Modeling, Capital IQ, Valuation, Bloomberg, Phi Beta Kappa
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS & BA, Business Administration and Economics
Francisco Partners July 2013 - Present
J.P. Morgan June 2011 - July 2013
Lazard Freres & Co. March 2010 - August 2010
Associated Students of the University of California, Berkeley September 2009 - April 2010
Skills
Investment Banking, Financial Modeling, Capital IQ, Valuation, Bloomberg, Phi Beta Kappa
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS & BA, Business Administration and Economics
Steven Callaway's J.P. Morgan Experience May 2012 - August 2012
Job Management Consulting Analyst at Infosys Consulting
Industry Management Consulting
Experience
Infosys Consulting July 2013 - Present
Actua Corporation September 2012 - May 2013
J.P. Morgan May 2012 - August 2012
Keiretsu Forum August 2011 - May 2012
Keiretsu Forum June 2011 - August 2011
Clif Bar & Company June 2009 - August 2009
Skills
Entrepreneurship, Start-ups, Valuation, Marketing Strategy, Investment Banking, Business Strategy, Private Equity, Venture Capital, Mergers & Acquisitions, Investments, Strategy, Leadership, Management, Financial Analysis
Education
University of California, Berkeley 2009 — 2013
San Ramon Valley High School
Danville, CA
Infosys Consulting July 2013 - Present
Actua Corporation September 2012 - May 2013
J.P. Morgan May 2012 - August 2012
Keiretsu Forum August 2011 - May 2012
Keiretsu Forum June 2011 - August 2011
Clif Bar & Company June 2009 - August 2009
Skills
Entrepreneurship, Start-ups, Valuation, Marketing Strategy, Investment Banking, Business Strategy, Private Equity, Venture Capital, Mergers & Acquisitions, Investments, Strategy, Leadership, Management, Financial Analysis
Education
University of California, Berkeley 2009 — 2013
San Ramon Valley High School
Danville, CA
Michael Trudgeon Michael Trudgeon's J.P. Morgan Experience July 2013 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Haas School of Business - YEAH July 2011 - Present
J.P. Morgan May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Luxfer June 2010 - July 2010
Skills
Financial Modeling
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor of Science, Business Administration
J.P. Morgan July 2013 - Present
Haas School of Business - YEAH July 2011 - Present
J.P. Morgan May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Luxfer June 2010 - July 2010
Skills
Financial Modeling
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
Bachelor of Science, Business Administration
Sue Fu Sue Fu's J.P. Morgan Experience June 2009 - June 2012
Job M.D. candidate at Case Western Reserve University
Industry Hospital & Health Care
Experience
Case Western Reserve University School of Medicine TutorExamkrackers, INCFebruary 2013 - December 2013
CellScape Corporation August 2012 - October 2012
J.P. Morgan June 2009 - June 2012
Sunesis Pharmaceuticals June 2007 - August 2008
Genentech Inc June 2006 - August 2006
Skills
PCR, Bloomberg, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Assay Development, High Throughput..., Financial Analysis, Private Equity
Education
Williams College 2007 — 2009
Bachelor of Arts Degree, Economics, Neuroscience
University of California 2005 — 2007
Economics, Biology
Case Western Reserve University School of Medicine TutorExamkrackers, INCFebruary 2013 - December 2013
CellScape Corporation August 2012 - October 2012
J.P. Morgan June 2009 - June 2012
Sunesis Pharmaceuticals June 2007 - August 2008
Genentech Inc June 2006 - August 2006
Skills
PCR, Bloomberg, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Assay Development, High Throughput..., Financial Analysis, Private Equity
Education
Williams College 2007 — 2009
Bachelor of Arts Degree, Economics, Neuroscience
University of California 2005 — 2007
Economics, Biology
Saad Shaikh's J.P. Morgan Experience June 2010 - September 2011
Job LA Operations Manager at Uber, Inc
Industry Internet
Experience
Cargomatic, Inc. October 2014 - Present
Uber, Inc February 2012 - July 2014
J.P. Morgan June 2010 - September 2011
Jefferies & Company July 2008 - May 2010
UCLA September 2007 - May 2008
Imperial Capital Bank July 2007 - September 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Investment Banking, Investments, Bloomberg, Corporate Development, Asset Managment
Education
UCLA 2004 — 2008
Bachelor of Arts, Business-Economics
Cargomatic, Inc. October 2014 - Present
Uber, Inc February 2012 - July 2014
J.P. Morgan June 2010 - September 2011
Jefferies & Company July 2008 - May 2010
UCLA September 2007 - May 2008
Imperial Capital Bank July 2007 - September 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence, Investment Banking, Investments, Bloomberg, Corporate Development, Asset Managment
Education
UCLA 2004 — 2008
Bachelor of Arts, Business-Economics
Crystal Huang Crystal Huang's J.P. Morgan Experience June 2012 - Present
Job Investment banking analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2012 - Present
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2011 - August 2011
Marshall & Stevens March 2011 - May 2011
Investment Banking Institute October 2010 - December 2010
ASUCLA Publication Accounting November 2009 - October 2010
DreamWorks Animation January 2010 - April 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Bloomberg, Due Diligence, Mergers, Quantitative Analytics, Economics, Equities, Bloomberg Terminal, Microsoft Excel, Data Analysis, Mandarin, Finance
Education
University of California, Los Angeles 2009 — 2011
BS, Mathematics/Economics
United States Naval Academy 2007 — 2009
BA, Quantitative Economics
J.P. Morgan June 2012 - Present
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2011 - August 2011
Marshall & Stevens March 2011 - May 2011
Investment Banking Institute October 2010 - December 2010
ASUCLA Publication Accounting November 2009 - October 2010
DreamWorks Animation January 2010 - April 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Bloomberg, Due Diligence, Mergers, Quantitative Analytics, Economics, Equities, Bloomberg Terminal, Microsoft Excel, Data Analysis, Mandarin, Finance
Education
University of California, Los Angeles 2009 — 2011
BS, Mathematics/Economics
United States Naval Academy 2007 — 2009
BA, Quantitative Economics
Kashmira Patil Kashmira Patil's J.P. Morgan Experience October 2006 - Present
Job Business Analyst at J.P. Morgan Chase
Industry Computer Software
Experience
J.P. Morgan October 2006 - Present
Skills
Project Management, Requirements Analysis, SDLC, Customer Service, Team Management, Analysis, Financial Analysis, Data Analysis
Education
San Diego State University-California State University 2003 — 2005
Master of Arts (M.A.), Managerial Economics
University of California, Davis 1999 — 2003
Bachelor of Science (B.S.), Neuroscience and Minor in Financial Economics
J.P. Morgan October 2006 - Present
Skills
Project Management, Requirements Analysis, SDLC, Customer Service, Team Management, Analysis, Financial Analysis, Data Analysis
Education
San Diego State University-California State University 2003 — 2005
Master of Arts (M.A.), Managerial Economics
University of California, Davis 1999 — 2003
Bachelor of Science (B.S.), Neuroscience and Minor in Financial Economics
Justin Brenner's J.P. Morgan Experience July 2012 - March 2014
Job Associate at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group April 2014 - Present
J.P. Morgan July 2012 - March 2014
Bank of America April 2006 - July 2010
Bank of America February 2005 - April 2006
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investment Banking, Asset Managment, Equities, Bloomberg, Risk Management, Banking, Process Improvement, Capital Markets, Derivatives, Analysis, Asset Management, Investments, Business Analysis, Mergers & Acquisitions, Analytics
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Finance
University of California, Berkeley 2002 — 2004
BS, Electrical Engineering, Minor in Business
The Blackstone Group April 2014 - Present
J.P. Morgan July 2012 - March 2014
Bank of America April 2006 - July 2010
Bank of America February 2005 - April 2006
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investment Banking, Asset Managment, Equities, Bloomberg, Risk Management, Banking, Process Improvement, Capital Markets, Derivatives, Analysis, Asset Management, Investments, Business Analysis, Mergers & Acquisitions, Analytics
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Finance
University of California, Berkeley 2002 — 2004
BS, Electrical Engineering, Minor in Business
Alex Manzo's J.P. Morgan Experience 1996 - 1999
Job Partner at Australis Partners
Industry Financial Services
Experience
Australis Partners October 2014 - Present
The Rohatyn Group December 2013 - September 2014
Citigroup Venture Capital International 2000 - November 2013
KPS Special Situations 1999 - 2000
J.P. Morgan 1996 - 1999
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Capital Markets
Education
University of California, Los Angeles 1992 — 1996
Australis Partners October 2014 - Present
The Rohatyn Group December 2013 - September 2014
Citigroup Venture Capital International 2000 - November 2013
KPS Special Situations 1999 - 2000
J.P. Morgan 1996 - 1999
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Capital Markets
Education
University of California, Los Angeles 1992 — 1996
Al Sadaghiani, CFP®'s J.P. Morgan Experience Financial AdvisorSmith BarneySeptember 2005 - June 2010
Job Financial Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Financial AdvisorSmith BarneySeptember 2005 - June 2010
Morgan Stanley December 2001 - September 2005
Skills
CERTIFIED FINANCIAL...
Education
University of California, Los Angeles 1996 — 2001
J.P. Morgan Financial AdvisorSmith BarneySeptember 2005 - June 2010
Morgan Stanley December 2001 - September 2005
Skills
CERTIFIED FINANCIAL...
Education
University of California, Los Angeles 1996 — 2001
Dorothy Militar's J.P. Morgan Experience July 2012 - May 2014
Job Director of Operations at Osterweis Capital Management
Industry Financial Services
Experience
Osterweis Capital Management September 2014 - Present
J.P. Morgan July 2012 - May 2014
AXA Rosenberg September 2011 - June 2012
AXA Rosenberg January 2007 - August 2011
AXA Rosenberg March 1988 - January 2007
Skills
SME Institutional..., Asset Managment, Bloomberg, Investment Management, Trading Systems, Equity Trading, FX Options, Middle Office, Asset Management, Investments, Trading, Settlement, Portfolio Management, Capital Markets, Start-ups, Institutional, Valuation, Derivatives, Asset Allocation, Global Operations, Corporate Finance
Education
University of California, Berkeley 1981 — 1985
Bachelor of Arts, French Literature
Université Paris Sorbonne 1984 — 1984
Summer, French Literature
St. John Ursuline
Osterweis Capital Management September 2014 - Present
J.P. Morgan July 2012 - May 2014
AXA Rosenberg September 2011 - June 2012
AXA Rosenberg January 2007 - August 2011
AXA Rosenberg March 1988 - January 2007
Skills
SME Institutional..., Asset Managment, Bloomberg, Investment Management, Trading Systems, Equity Trading, FX Options, Middle Office, Asset Management, Investments, Trading, Settlement, Portfolio Management, Capital Markets, Start-ups, Institutional, Valuation, Derivatives, Asset Allocation, Global Operations, Corporate Finance
Education
University of California, Berkeley 1981 — 1985
Bachelor of Arts, French Literature
Université Paris Sorbonne 1984 — 1984
Summer, French Literature
St. John Ursuline
Edelyn Norris's J.P. Morgan Experience March 2001 - May 2006
Job Project Manager at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems March 2013 - Present
Markit April 2009 - August 2012
Capco July 2007 - February 2009
HSBC Bank plc June 2006 - June 2007
J.P. Morgan March 2001 - May 2006
Bechtel 1999 - March 2001
J.P. Morgan April 1996 - February 1999
Apple April 1995 - April 1996
Skills
Derivatives, Credit Derivatives, Equities, Fixed Income, System Implementations, Business Analysis, Business Process Design, Project Management, Client Implementations, Process Improvement..., Change Management, Cross Functional..., Business Operations, System Integration, Treasury Operations, Investment Banking..., Trading Systems, Treasury Management, Investment Banking, Interest Rate...
Education
University of California, Berkeley 1993 — 1994
Bsc, Finance
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1994
BS, Finance
Cisco Systems March 2013 - Present
Markit April 2009 - August 2012
Capco July 2007 - February 2009
HSBC Bank plc June 2006 - June 2007
J.P. Morgan March 2001 - May 2006
Bechtel 1999 - March 2001
J.P. Morgan April 1996 - February 1999
Apple April 1995 - April 1996
Skills
Derivatives, Credit Derivatives, Equities, Fixed Income, System Implementations, Business Analysis, Business Process Design, Project Management, Client Implementations, Process Improvement..., Change Management, Cross Functional..., Business Operations, System Integration, Treasury Operations, Investment Banking..., Trading Systems, Treasury Management, Investment Banking, Interest Rate...
Education
University of California, Berkeley 1993 — 1994
Bsc, Finance
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1994
BS, Finance
Kaumudi Atapattu, P.E.'s J.P. Morgan Experience February 2012 - Present
Job Associate at JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan February 2012 - Present
Carollo Engineers July 2006 - January 2012
J.P. Morgan June 2011 - August 2011
University of California Berkeley, June 2006 - June 2006
University of California, Berkeley September 2005 - May 2006
International Water Management Institute July 2005 - July 2005
Nanjing Hydraulic Research Institute June 2005 - June 2005
University of Mississippi August 2004 - May 2005
University of Mississippi July 2002 - May 2005
Gateway Worldwide - Kids School of Computing July 2000 - June 2001
Skills
Financial Analysis, Public Finance, Water, Environmental..., Water Resources, Wastewater, Civil Engineering, Sustainability, Feasibility Studies, Financial Modeling, GIS, Program Management, Wastewater Treatment, Management Consulting
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA
University of California, Berkeley 2005 — 2006
Master of Science, Environmental Engineering
University of Mississippi 2001 — 2005
Bachelors, Civil/Environmental Engineering (Summa Cum Laude)
J.P. Morgan February 2012 - Present
Carollo Engineers July 2006 - January 2012
J.P. Morgan June 2011 - August 2011
University of California Berkeley, June 2006 - June 2006
University of California, Berkeley September 2005 - May 2006
International Water Management Institute July 2005 - July 2005
Nanjing Hydraulic Research Institute June 2005 - June 2005
University of Mississippi August 2004 - May 2005
University of Mississippi July 2002 - May 2005
Gateway Worldwide - Kids School of Computing July 2000 - June 2001
Skills
Financial Analysis, Public Finance, Water, Environmental..., Water Resources, Wastewater, Civil Engineering, Sustainability, Feasibility Studies, Financial Modeling, GIS, Program Management, Wastewater Treatment, Management Consulting
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA
University of California, Berkeley 2005 — 2006
Master of Science, Environmental Engineering
University of Mississippi 2001 — 2005
Bachelors, Civil/Environmental Engineering (Summa Cum Laude)
Daniel Penrod, MBA's J.P. Morgan Experience November 2012 - March 2014
Job FVP, Director of Credit Administration at Bank of Internet
Industry Financial Services
Experience
Bank of Internet November 2014 - Present
Strategic Property Associates September 2014 - November 2014
J.P. Morgan November 2012 - March 2014
Stanford Federal Credit Union February 2012 - November 2012
California Credit Union League April 2006 - March 2012
SchoolsFirst FCU (formerly OCTFCU) 2002 - 2006
Netlist, Inc. 2002 - 2002
Optical Laser 2001 - 2002
Skills
Risk Management, Financial Analysis, Process Improvement, Budgets, Strategic Planning, Finance, Banking, Marketing Strategy, Forecasting, Public Speaking, Marketing, Public Relations, Business Strategy, Credit Risk, Compliance, Research, Budgeting, Microsoft Office, Media Relations, Internal audit, Quality Assurance, Finance / Budgets, Internal Audit, Analysis, Credit, Strategy, Loans, Portfolio Management, Management, Financial Services, Financial Risk, Executive Management, Team Building, Mortgage Lending, Consumer Lending, Leadership, Underwriting
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2004
Master's of Business Administration (MBA), Finance
California State University-Fullerton 1997 — 2001
Bachelor's degree, Marketing
Bank of Internet November 2014 - Present
Strategic Property Associates September 2014 - November 2014
J.P. Morgan November 2012 - March 2014
Stanford Federal Credit Union February 2012 - November 2012
California Credit Union League April 2006 - March 2012
SchoolsFirst FCU (formerly OCTFCU) 2002 - 2006
Netlist, Inc. 2002 - 2002
Optical Laser 2001 - 2002
Skills
Risk Management, Financial Analysis, Process Improvement, Budgets, Strategic Planning, Finance, Banking, Marketing Strategy, Forecasting, Public Speaking, Marketing, Public Relations, Business Strategy, Credit Risk, Compliance, Research, Budgeting, Microsoft Office, Media Relations, Internal audit, Quality Assurance, Finance / Budgets, Internal Audit, Analysis, Credit, Strategy, Loans, Portfolio Management, Management, Financial Services, Financial Risk, Executive Management, Team Building, Mortgage Lending, Consumer Lending, Leadership, Underwriting
Education
University of California, Irvine - The Paul Merage School of Business 2001 — 2004
Master's of Business Administration (MBA), Finance
California State University-Fullerton 1997 — 2001
Bachelor's degree, Marketing
Nancy Jiang's J.P. Morgan Experience July 2015 - Present
Job Investment Banking Associate, TMT, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Kellogg School of Management 2013 - 2015
J.P. Morgan June 2014 - August 2014
Public Financial Management, Inc. (The PFM Group) January 2010 - July 2013
Skills
Financial Modeling, Capital Markets, Financial Analysis, Microsoft Excel, Data Analysis, Valuation, Corporate Finance, Finance, Ruby on Rails, HTML, Financial Planning, Investment Banking, CSS, Bloomberg
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Management and Organizations
University of California, Berkeley 2005 — 2009
B.A., Economics
J.P. Morgan July 2015 - Present
Kellogg School of Management 2013 - 2015
J.P. Morgan June 2014 - August 2014
Public Financial Management, Inc. (The PFM Group) January 2010 - July 2013
Skills
Financial Modeling, Capital Markets, Financial Analysis, Microsoft Excel, Data Analysis, Valuation, Corporate Finance, Finance, Ruby on Rails, HTML, Financial Planning, Investment Banking, CSS, Bloomberg
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Management and Organizations
University of California, Berkeley 2005 — 2009
B.A., Economics
Patrick Morris-Suzuki's J.P. Morgan Experience June 2013 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Morgan Stanley September 2005 - June 2013
Concordia Advisors May 2002 - January 2005
Amaranth January 2002 - April 2002
Paloma Partners March 1998 - April 2002
Skills
Quantitative Finance, Fixed Income, Derivatives, Trading Systems, Hedge Funds, Equity Derivatives, Credit Derivatives, Equities, Options, Alternative Investments, Bloomberg, Trading, Credit Risk, Structured Products, Interest Rate..., Market Risk, Statistical Arbitrage, Portfolio Management, Electronic Trading, Swaps
Education
University of New South Wales 1991 — 1994
Bachelor of Science (B.Sc.), Mathematics
Duval High School 1988 — 1990
University of California, Berkeley
J.P. Morgan June 2013 - Present
Morgan Stanley September 2005 - June 2013
Concordia Advisors May 2002 - January 2005
Amaranth January 2002 - April 2002
Paloma Partners March 1998 - April 2002
Skills
Quantitative Finance, Fixed Income, Derivatives, Trading Systems, Hedge Funds, Equity Derivatives, Credit Derivatives, Equities, Options, Alternative Investments, Bloomberg, Trading, Credit Risk, Structured Products, Interest Rate..., Market Risk, Statistical Arbitrage, Portfolio Management, Electronic Trading, Swaps
Education
University of New South Wales 1991 — 1994
Bachelor of Science (B.Sc.), Mathematics
Duval High School 1988 — 1990
University of California, Berkeley
Paul Schultz, CAIA's J.P. Morgan Experience September 2007 - February 2009
Job Director at Citi
Industry Banking
Experience
Citi November 2009 - Present
J.P. Morgan September 2007 - February 2009
Phalanx Capital Management LLC January 2006 - August 2007
Lehman Brothers 2002 - June 2005
Citi Group 1994 - 2002
Education
University of California, Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Economics
Citi November 2009 - Present
J.P. Morgan September 2007 - February 2009
Phalanx Capital Management LLC January 2006 - August 2007
Lehman Brothers 2002 - June 2005
Citi Group 1994 - 2002
Education
University of California, Los Angeles 1988 — 1992
Bachelor of Arts (B.A.), Economics
Tina Bao's J.P. Morgan Experience June 2009 - June 2011
Job SVP, Marketing & Strategy at Aftermath Services LLC | Crime Scene Clean Up and Biohazard Removal Specialists
Industry Consumer Services
Experience
Aftermath Services Crime Scene Clean Up and Biohazard Removal Specialists January 2015 - Present
Aftermath Services LLC Crime Scene Clean Up and Biohazard Removal Specialists September 2013 - December 2014
Serent Capital July 2011 - July 2013
J.P. Morgan June 2009 - June 2011
Skills
Private Equity, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Venture Capital, Bloomberg, Capital Markets, Corporate Development, Financial Analysis, Investments, Mergers, Analytics, Mergers & Acquisitions, Due Diligence, Strategy
Education
University of California, Berkeley 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Cupertino High School
High School
Aftermath Services Crime Scene Clean Up and Biohazard Removal Specialists January 2015 - Present
Aftermath Services LLC Crime Scene Clean Up and Biohazard Removal Specialists September 2013 - December 2014
Serent Capital July 2011 - July 2013
J.P. Morgan June 2009 - June 2011
Skills
Private Equity, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Venture Capital, Bloomberg, Capital Markets, Corporate Development, Financial Analysis, Investments, Mergers, Analytics, Mergers & Acquisitions, Due Diligence, Strategy
Education
University of California, Berkeley 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
Cupertino High School
High School
Leonid Rozkin's J.P. Morgan Experience June 2010 - July 2012
Job Associate at Francisco Partners
Industry Financial Services
Experience
Francisco Partners July 2012 - Present
J.P. Morgan June 2010 - July 2012
J.P. Morgan June 2009 - August 2009
Wells Capital Management April 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2006 — 2010
BS/BA, Business Administration/Applied Mathematics
Francisco Partners July 2012 - Present
J.P. Morgan June 2010 - July 2012
J.P. Morgan June 2009 - August 2009
Wells Capital Management April 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2006 — 2010
BS/BA, Business Administration/Applied Mathematics
Esha Ranganath's J.P. Morgan Experience 2012 - 2014
Job Fixed Income Research
Industry Investment Banking
Experience
J.P. Morgan 2012 - 2014
Education
University of California, Berkeley
Bachelor of Science (B.S.)
The Harker School
J.P. Morgan 2012 - 2014
Education
University of California, Berkeley
Bachelor of Science (B.S.)
The Harker School
Phillip Owens's J.P. Morgan Experience January 2000 - May 2002
Job Senior Vice President at Green Street Advisors
Industry Real Estate
Experience
Green Street Advisors August 2009 - Present
The Advent Group February 2006 - October 2008
Steadfast Companies June 2003 - February 2006
J.P. Morgan January 2000 - May 2002
Skills
Due Diligence, Real Estate Investment, Financial Modeling, Financial Analysis, Investments, Real Estate, Valuation, Real Estate Finance, Real Estate Development, Investment Banking, Asset Management, Corporate Finance, Strategic Planning, Equities, Contract Negotiation, Capital Markets, Market Analysis, Underwriting, Consulting, Asset Managment, Real Estate Financing, Real Estate Economics, Commercial Real Estate, Investment Properties, Portfolio Management, Structured Finance, Securities, Project Finance, Finance, Location Intelligence, Equity Research, Acquisitions, Venture Capital, Market Research, Mergers & Acquisitions, Real Estate Transactions, Alternative Investments, Investment Management, Private Equity, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2004
MBA
University of Southern California - Marshall School of Business
B.S., Business Administration, Finance
Green Street Advisors August 2009 - Present
The Advent Group February 2006 - October 2008
Steadfast Companies June 2003 - February 2006
J.P. Morgan January 2000 - May 2002
Skills
Due Diligence, Real Estate Investment, Financial Modeling, Financial Analysis, Investments, Real Estate, Valuation, Real Estate Finance, Real Estate Development, Investment Banking, Asset Management, Corporate Finance, Strategic Planning, Equities, Contract Negotiation, Capital Markets, Market Analysis, Underwriting, Consulting, Asset Managment, Real Estate Financing, Real Estate Economics, Commercial Real Estate, Investment Properties, Portfolio Management, Structured Finance, Securities, Project Finance, Finance, Location Intelligence, Equity Research, Acquisitions, Venture Capital, Market Research, Mergers & Acquisitions, Real Estate Transactions, Alternative Investments, Investment Management, Private Equity, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2004
MBA
University of Southern California - Marshall School of Business
B.S., Business Administration, Finance
Lindsay Gentile's J.P. Morgan Experience August 2014 - Present
Job Client Service ProfessionalCommercial Banking at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2014 - Present
JPMorgan Chase September 2012 - August 2014
Bank of America August 2011 - September 2012
Bank of America July 2010 - August 2011
Bank of America December 2009 - July 2010
Bank of America June 2009 - December 2009
Di Rosa Art & Nature Preserve November 2008 - April 2009
Zad Mobile Inc. August 2008 - October 2008
UC Davis January 2007 - August 2008
Skills
Customer Service, Teamwork, Banking, Microsoft Excel, Outlook, Communication Skills, PowerPoint, Microsoft Office, Data Entry, Data Analysis, Training Delivery, QuickBooks, Merlin, Business Development, Problem Solving, ACT, COIN
Education
University of California, Davis 2006 — 2008
BA, International Relations
J.P. Morgan August 2014 - Present
JPMorgan Chase September 2012 - August 2014
Bank of America August 2011 - September 2012
Bank of America July 2010 - August 2011
Bank of America December 2009 - July 2010
Bank of America June 2009 - December 2009
Di Rosa Art & Nature Preserve November 2008 - April 2009
Zad Mobile Inc. August 2008 - October 2008
UC Davis January 2007 - August 2008
Skills
Customer Service, Teamwork, Banking, Microsoft Excel, Outlook, Communication Skills, PowerPoint, Microsoft Office, Data Entry, Data Analysis, Training Delivery, QuickBooks, Merlin, Business Development, Problem Solving, ACT, COIN
Education
University of California, Davis 2006 — 2008
BA, International Relations
Christian Peterson's J.P. Morgan Experience July 2007 - June 2009
Job Director of Finance at Yidio
Industry Internet
Experience
Yidio May 2014 - Present
Crosslink Capital September 2011 - December 2013
GI Partners August 2009 - August 2011
J.P. Morgan July 2007 - June 2009
Skills
Hedge Funds, Equity Research, Long/Short Equity, Private Equity, Financial Modeling, Equities, Valuation, Venture Capital, Corporate Development, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence
Education
University of California, Berkeley, Haas School of Business
B.S., Business Administration
Yidio May 2014 - Present
Crosslink Capital September 2011 - December 2013
GI Partners August 2009 - August 2011
J.P. Morgan July 2007 - June 2009
Skills
Hedge Funds, Equity Research, Long/Short Equity, Private Equity, Financial Modeling, Equities, Valuation, Venture Capital, Corporate Development, Corporate Finance, Investment Banking, Financial Analysis, Due Diligence
Education
University of California, Berkeley, Haas School of Business
B.S., Business Administration
Paul Rhee's J.P. Morgan Experience January 2002 - February 2013
Job Institutional sales / Senior equity analyst
Industry Financial Services
Experience
J.P. Morgan January 2002 - February 2013
Education
UCLA
Bachelor of Arts (B.A.), English Literature w/ a Specialization in Business Administration
J.P. Morgan January 2002 - February 2013
Education
UCLA
Bachelor of Arts (B.A.), English Literature w/ a Specialization in Business Administration
Fountain Jeng's J.P. Morgan Experience June 2011 - August 2012
Job Financial Analyst at Arista Networks, Inc.
Industry Financial Services
Experience
Arista Networks, Inc. February 2014 - Present
J.P. Morgan June 2011 - August 2012
Marshall & Stevens November 2010 - January 2011
Merrill Lynch June 2010 - August 2010
Skills
Mandarin, Financial Modeling, Investment Banking, Social Media, Public Relations
Education
University of California, Berkeley 2006 — 2010
Bachelor's, Economics & Legal Studies
Arista Networks, Inc. February 2014 - Present
J.P. Morgan June 2011 - August 2012
Marshall & Stevens November 2010 - January 2011
Merrill Lynch June 2010 - August 2010
Skills
Mandarin, Financial Modeling, Investment Banking, Social Media, Public Relations
Education
University of California, Berkeley 2006 — 2010
Bachelor's, Economics & Legal Studies
Joshua Gorelik's J.P. Morgan Experience May 2012 - August 2012
Job Graduate of University of California, Berkeley Walter A. Haas School of Business
Industry Financial Services
Experience
Ernst & Young February 2013 - Present
J.P. Morgan May 2012 - August 2012
Moody's Analytics October 2011 - January 2012
Moody's Investors Service July 2008 - January 2011
Skills
Quantitative Analytics, Fixed Income, Valuation, Bloomberg, Financial Modeling, Investment Banking, Economics, Quantitative Finance, Equity Research, Derivatives, Securities, Corporate Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Masters, Financial Engineering
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor, Finance, Actuarial Science
Ernst & Young February 2013 - Present
J.P. Morgan May 2012 - August 2012
Moody's Analytics October 2011 - January 2012
Moody's Investors Service July 2008 - January 2011
Skills
Quantitative Analytics, Fixed Income, Valuation, Bloomberg, Financial Modeling, Investment Banking, Economics, Quantitative Finance, Equity Research, Derivatives, Securities, Corporate Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Masters, Financial Engineering
New York University - Leonard N. Stern School of Business 2004 — 2008
Bachelor, Finance, Actuarial Science
Dae Lee's J.P. Morgan Experience June 2015 - Present
Job Equity Research Associate, Internet Sector
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan November 2013 - June 2015
Johnson & Johnson May 2013 - August 2013
Argos Engineers, Inc. February 2007 - June 2012
Hassett Engineering, INC June 2006 - August 2007
Skills
Financial Modeling, Valuation, Cross-functional Team..., Business Strategy, Corporate Finance, VBA, Financial Analysis
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Specializations in Finance, Accounting, and Quantitative Finance
University of California, Berkeley 2004 — 2006
BS, Mechanical Engineering
Passed all three levels of the CFA Program
J.P. Morgan June 2015 - Present
J.P. Morgan November 2013 - June 2015
Johnson & Johnson May 2013 - August 2013
Argos Engineers, Inc. February 2007 - June 2012
Hassett Engineering, INC June 2006 - August 2007
Skills
Financial Modeling, Valuation, Cross-functional Team..., Business Strategy, Corporate Finance, VBA, Financial Analysis
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Specializations in Finance, Accounting, and Quantitative Finance
University of California, Berkeley 2004 — 2006
BS, Mechanical Engineering
Passed all three levels of the CFA Program
Harmony Chi's J.P. Morgan Experience July 2007 - March 2010
Job Analytics at IBM Watson
Industry Internet
Experience
IBM Watson March 2015 - Present
Blekko May 2014 - March 2015
Radford, an Aon Hewitt Company April 2010 - April 2014
J.P. Morgan July 2007 - March 2010
Skills
Data Analysis, Python, SQL, Microsoft Excel, Equities, Executive Pay, Performance Management, Valuation, Management Consulting, Incentive Programs
Education
University of California, Berkeley 2003 — 2007
BA, Applied Mathematics in Actuarial Science
IBM Watson March 2015 - Present
Blekko May 2014 - March 2015
Radford, an Aon Hewitt Company April 2010 - April 2014
J.P. Morgan July 2007 - March 2010
Skills
Data Analysis, Python, SQL, Microsoft Excel, Equities, Executive Pay, Performance Management, Valuation, Management Consulting, Incentive Programs
Education
University of California, Berkeley 2003 — 2007
BA, Applied Mathematics in Actuarial Science
Pavel Yefanau's J.P. Morgan Experience June 2014 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Avago Technologies July 2012 - December 2013
Barclays Capital September 2010 - August 2012
Revolution Partners January 2010 - June 2010
SKBA Capital Management August 2009 - May 2010
Citi June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Portfolio Management, Financial Reporting, Corporate Finance, Mergers & Acquisitions, Microsoft Excel, Private Equity, Financial Analysis, Start-ups, Equity Research, Due Diligence, Venture Capital, Capital Markets
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
J.P. Morgan June 2014 - Present
Avago Technologies July 2012 - December 2013
Barclays Capital September 2010 - August 2012
Revolution Partners January 2010 - June 2010
SKBA Capital Management August 2009 - May 2010
Citi June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Portfolio Management, Financial Reporting, Corporate Finance, Mergers & Acquisitions, Microsoft Excel, Private Equity, Financial Analysis, Start-ups, Equity Research, Due Diligence, Venture Capital, Capital Markets
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
Lorraine Madera's J.P. Morgan Experience 2008 - 2009
Job Attorney
Industry Law Practice
Experience
ATEL Capital Group 2013 - Present
Hayden Bergman, Professional Corporation 2013 - 2013
Suntech 2012 - 2012
J.P. Morgan 2008 - 2009
Skills
Legal Research, Due Diligence, Mergers & Acquisitions
Education
UC Hastings College of the Law 2009 — 2012
Doctor of Law (J.D.)
UCLA 2003 — 2007
B.A., Communication Studies; B.A., Political Science
ATEL Capital Group 2013 - Present
Hayden Bergman, Professional Corporation 2013 - 2013
Suntech 2012 - 2012
J.P. Morgan 2008 - 2009
Skills
Legal Research, Due Diligence, Mergers & Acquisitions
Education
UC Hastings College of the Law 2009 — 2012
Doctor of Law (J.D.)
UCLA 2003 — 2007
B.A., Communication Studies; B.A., Political Science
Shawn Sheikh's J.P. Morgan Experience May 2014 - August 2014
Job Entrepreneur | Technology Enthusiast
Industry Internet
Experience
Dus, Inc. November 2014 - Present
J.P. Morgan May 2014 - August 2014
The Hamper, LLC November 2012 - March 2014
HotelsNThings, LLC August 2012 - February 2014
99 Cents Only Stores June 2012 - August 2012
Zipongo October 2011 - January 2012
Skills
Portfolio Management, Relationship Management, Fundraising, Entrepreneurship, Nonprofits, Event Planning, Facebook, Social Networking, Spanish, Social Media, PowerPoint, Public Speaking, Data Analysis, Social Media Marketing, Event Management, Marketing Strategy, Marketing, Editing, Public Relations, Leadership, Blogging, Research, Community Outreach, Finance
Education
University of California, Berkeley, Haas School of Business 2013 — 2014
Bachelor's Degree, Business Administration and Management, General
University of California, Berkeley 2011 — 2013
Oxford Academy 2006 — 2011
Dus, Inc. November 2014 - Present
J.P. Morgan May 2014 - August 2014
The Hamper, LLC November 2012 - March 2014
HotelsNThings, LLC August 2012 - February 2014
99 Cents Only Stores June 2012 - August 2012
Zipongo October 2011 - January 2012
Skills
Portfolio Management, Relationship Management, Fundraising, Entrepreneurship, Nonprofits, Event Planning, Facebook, Social Networking, Spanish, Social Media, PowerPoint, Public Speaking, Data Analysis, Social Media Marketing, Event Management, Marketing Strategy, Marketing, Editing, Public Relations, Leadership, Blogging, Research, Community Outreach, Finance
Education
University of California, Berkeley, Haas School of Business 2013 — 2014
Bachelor's Degree, Business Administration and Management, General
University of California, Berkeley 2011 — 2013
Oxford Academy 2006 — 2011
Sinhye Yi's J.P. Morgan Experience June 2011 - Present
Job Clearing client services at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2011 - Present
Deutsche Bank April 2008 - Present
State Street October 2007 - April 2008
Education
University of California, Irvine 2003 — 2007
Bachelors, International Studies
J.P. Morgan June 2011 - Present
Deutsche Bank April 2008 - Present
State Street October 2007 - April 2008
Education
University of California, Irvine 2003 — 2007
Bachelors, International Studies
Alvin Yi's J.P. Morgan Experience June 2012 - July 2014
Job PRO Team at Uber
Industry Internet
Experience
Uber August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Towers Watson May 2010 - July 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Uber August 2014 - Present
J.P. Morgan June 2012 - July 2014
J.P. Morgan June 2011 - August 2011
Towers Watson May 2010 - July 2010
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Jack Tran's J.P. Morgan Experience October 2014 - Present
Job Private Client Advisor for J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Wells Fargo January 2014 - October 2014
JPMorgan Chase February 2011 - January 2014
Wells Fargo Home Mortgage September 2008 - February 2011
WaMu July 2006 - September 2008
Washington Mutual December 2003 - July 2006
Education
University of California, Irvine 2001 — 2013
J.P. Morgan October 2014 - Present
Wells Fargo January 2014 - October 2014
JPMorgan Chase February 2011 - January 2014
Wells Fargo Home Mortgage September 2008 - February 2011
WaMu July 2006 - September 2008
Washington Mutual December 2003 - July 2006
Education
University of California, Irvine 2001 — 2013
Lilla Zhu's J.P. Morgan Experience August 2006 - August 2008
Job CIMA, CAIA
Industry Investment Management
Experience
Merrill Lynch September 2012 - Present
Morgan Stanley September 2009 - September 2012
ARES Capital Group, Inc. July 2009 - August 2009
US Securities and Exchange Commission April 2009 - June 2009
J.P. Morgan August 2006 - August 2008
Credit Suisse October 2004 - January 2005
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Asset Allocation, Investment Banking, Mutual Funds, Wealth Management..., Investment Strategies, Wealth Management, Bloomberg, High Net Worth..., Analysis, Series 63, Series 7, Investment Advisory, Investment Management, ETFs, Private Banking, Strategic Financial..., Retirement Planning, Portfolio Management, Private Equity, Due Diligence, Securities, Equity Research, Bonds, Options, Trading, Financial Advisory
Education
University of California, Los Angeles 2009 — 2009
Graduate Certificate, Paralegal - Litigation/Corporations
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Finance
Benjamin N. Cardozo HS 1999 — 2002
HS
Greater Grace International School 1993 — 1999
Merrill Lynch September 2012 - Present
Morgan Stanley September 2009 - September 2012
ARES Capital Group, Inc. July 2009 - August 2009
US Securities and Exchange Commission April 2009 - June 2009
J.P. Morgan August 2006 - August 2008
Credit Suisse October 2004 - January 2005
Skills
Hedge Funds, Alternative Investments, Asset Management, Investments, Asset Allocation, Investment Banking, Mutual Funds, Wealth Management..., Investment Strategies, Wealth Management, Bloomberg, High Net Worth..., Analysis, Series 63, Series 7, Investment Advisory, Investment Management, ETFs, Private Banking, Strategic Financial..., Retirement Planning, Portfolio Management, Private Equity, Due Diligence, Securities, Equity Research, Bonds, Options, Trading, Financial Advisory
Education
University of California, Los Angeles 2009 — 2009
Graduate Certificate, Paralegal - Litigation/Corporations
New York University - Leonard N. Stern School of Business 2002 — 2006
B.S., Finance
Benjamin N. Cardozo HS 1999 — 2002
HS
Greater Grace International School 1993 — 1999
Sarah Napolitano's J.P. Morgan Experience October 2014 - Present
Job
Industry Banking
Experience
J.P. Morgan October 2014 - Present
J.P.Morgan Chase August 2011 - October 2014
Fairfield-Suisun Unified School District December 2005 - August 2011
Skills
Customer Service, Banking, Microsoft Excel, Microsoft Office, Strategic Planning, Management, Leadership, Sales, Project Management, PowerPoint, Process Improvement, Business Analysis
Education
University of California, Davis 2003 — 2005
Bachelor's degree, History
J.P. Morgan October 2014 - Present
J.P.Morgan Chase August 2011 - October 2014
Fairfield-Suisun Unified School District December 2005 - August 2011
Skills
Customer Service, Banking, Microsoft Excel, Microsoft Office, Strategic Planning, Management, Leadership, Sales, Project Management, PowerPoint, Process Improvement, Business Analysis
Education
University of California, Davis 2003 — 2005
Bachelor's degree, History
Carrie Janisch's J.P. Morgan Experience May 1999 - August 2000
Job Executive Assistant
Industry Mental Health Care
Experience
The Walt Disney Company - Disney Online Studios August 2008 - September 2012
The Walt Disney Company - Steamboat Ventures (a Walt Disney affiliated company) January 2006 - August 2008
The Walt Disney Company - Steamboat Ventures (a Walt Disney affiliated company) January 2005 - January 2006
The Walt Disney Company - ABC Television Network September 2002 - January 2005
Dresdner Kleinwort Wasserstein, Inc August 2000 - April 2002
J.P. Morgan May 1999 - August 2000
The Descartes Systems Group Inc August 1998 - May 1999
Payden & Rygel August 1997 - August 1998
Payden & Rygel July 1993 - August 1997
Skills
Outlook, Word, Excel,..., Video conferencing..., Typing/Keyboarding: ..., Outlook, Administrative..., Editing, Project Planning, Management, Lotus Notes
Education
UC Irvine 1986 — 1990
BA, Social Sciences
The Walt Disney Company - Disney Online Studios August 2008 - September 2012
The Walt Disney Company - Steamboat Ventures (a Walt Disney affiliated company) January 2006 - August 2008
The Walt Disney Company - Steamboat Ventures (a Walt Disney affiliated company) January 2005 - January 2006
The Walt Disney Company - ABC Television Network September 2002 - January 2005
Dresdner Kleinwort Wasserstein, Inc August 2000 - April 2002
J.P. Morgan May 1999 - August 2000
The Descartes Systems Group Inc August 1998 - May 1999
Payden & Rygel August 1997 - August 1998
Payden & Rygel July 1993 - August 1997
Skills
Outlook, Word, Excel,..., Video conferencing..., Typing/Keyboarding: ..., Outlook, Administrative..., Editing, Project Planning, Management, Lotus Notes
Education
UC Irvine 1986 — 1990
BA, Social Sciences
John (Nick) Witry's J.P. Morgan Experience August 2012 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
Wells Fargo Advisors, LLC November 2001 - August 2012
BKP Capital Management October 1997 - October 2001
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Asset Allocation, Series 63, Investment Advisory, Alternative Investments, Fixed Income, Securities, Equities, Asset Management, Strategic Financial...
Education
University of California, Davis 1987 — 1992
Bachelor of Arts (B.A.), Economics
J.P. Morgan August 2012 - Present
Wells Fargo Advisors, LLC November 2001 - August 2012
BKP Capital Management October 1997 - October 2001
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Asset Allocation, Series 63, Investment Advisory, Alternative Investments, Fixed Income, Securities, Equities, Asset Management, Strategic Financial...
Education
University of California, Davis 1987 — 1992
Bachelor of Arts (B.A.), Economics
Michael Talbot, CFA's J.P. Morgan Experience March 2014 - Present
Job Associate, High Grade Credit Trading at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
Jefferies LLC January 2014 - March 2014
Jefferies & Company July 2011 - December 2013
Trinity Capital LLC September 2010 - December 2010
Jefferies & Company June 2010 - August 2010
Independent Institute June 2008 - August 2008
Skills
Capital Markets, Trading, Fixed Income, Hedge Funds, Bloomberg, Equities, Investment Banking, Investments, Valuation, Series 7, Derivatives, Bonds, Portfolio Management, Financial Analysis
Education
UCLA 2007 — 2011
B.A., Business Economics
Miramonte High School 2005 — 2007
De La Salle High School 2003 — 2005
Dorris Eaton 2000 — 2003
J.P. Morgan March 2014 - Present
Jefferies LLC January 2014 - March 2014
Jefferies & Company July 2011 - December 2013
Trinity Capital LLC September 2010 - December 2010
Jefferies & Company June 2010 - August 2010
Independent Institute June 2008 - August 2008
Skills
Capital Markets, Trading, Fixed Income, Hedge Funds, Bloomberg, Equities, Investment Banking, Investments, Valuation, Series 7, Derivatives, Bonds, Portfolio Management, Financial Analysis
Education
UCLA 2007 — 2011
B.A., Business Economics
Miramonte High School 2005 — 2007
De La Salle High School 2003 — 2005
Dorris Eaton 2000 — 2003
Bruce Worman's J.P. Morgan Experience 1987 - 1994
Job CFO & Founder at ScoreStream, Inc.
Industry Information Technology and Services
Experience
ScoreStream, Inc. 2012 - Present
Chumby Industries 2010 - 2012
Notification Technologies Inc. 2004 - 2009
Vivendi Universal Internet, USA 2001 - 2004
MP3.com 1999 - 2001
KPMG 1995 - 1998
J.P. Morgan 1987 - 1994
Skills
Executive Management, Start-ups, Venture Capital, Corporate Finance, Finance, Product Management, Strategic Partnerships, SaaS, Mobile Applications, Strategy, Mergers & Acquisitions, Business Development, Mergers, Business Strategy, Mobile Devices
Education
University of Chicago 1985 — 1987
MBA, Finance
University of California, Davis 1978 — 1983
B.S., Geology
ScoreStream, Inc. 2012 - Present
Chumby Industries 2010 - 2012
Notification Technologies Inc. 2004 - 2009
Vivendi Universal Internet, USA 2001 - 2004
MP3.com 1999 - 2001
KPMG 1995 - 1998
J.P. Morgan 1987 - 1994
Skills
Executive Management, Start-ups, Venture Capital, Corporate Finance, Finance, Product Management, Strategic Partnerships, SaaS, Mobile Applications, Strategy, Mergers & Acquisitions, Business Development, Mergers, Business Strategy, Mobile Devices
Education
University of Chicago 1985 — 1987
MBA, Finance
University of California, Davis 1978 — 1983
B.S., Geology
Shreyas Saxena's J.P. Morgan Experience 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2014 - Present
Bank of New York Mellon December 2010 - March 2013
Frontline Marketing April 2010 - September 2010
Morgan Stanley January 2010 - March 2010
UC Davis Campus Union Event Services September 2006 - March 2010
Morgan Stanley June 2009 - September 2009
Skills
Asset Managment, Asset Servicing, Citrix, Private Client Services, Financial Analysis, Financial Modeling, Private Clients, Asset, Mutual Funds, Asset Management, Fixed Income, Corporate Finance, Equities, Bloomberg, Investments
Education
University of California, Davis 2006 — 2010
Bachelor of Science (BS), Managerial Economics
Shasta High School 2004 — 2005
Delhi Public School - Vasant Kunj 1998 — 2004
J.P. Morgan 2014 - Present
Bank of New York Mellon December 2010 - March 2013
Frontline Marketing April 2010 - September 2010
Morgan Stanley January 2010 - March 2010
UC Davis Campus Union Event Services September 2006 - March 2010
Morgan Stanley June 2009 - September 2009
Skills
Asset Managment, Asset Servicing, Citrix, Private Client Services, Financial Analysis, Financial Modeling, Private Clients, Asset, Mutual Funds, Asset Management, Fixed Income, Corporate Finance, Equities, Bloomberg, Investments
Education
University of California, Davis 2006 — 2010
Bachelor of Science (BS), Managerial Economics
Shasta High School 2004 — 2005
Delhi Public School - Vasant Kunj 1998 — 2004
Gerome Miklau's J.P. Morgan Experience May 1996 - August 1998
Job Associate Professor at University of Massachusetts Amherst
Industry Higher Education
Experience
University of Massachusetts Amherst September 2011 - Present
INRIA September 2012 - June 2013
University of Massachusetts Amherst September 2005 - September 2011
IBM, Almaden Research Center June 2003 - September 2003
Bell Laboratories June 2002 - August 2002
J.P. Morgan May 1996 - August 1998
Education
University of Washington 2001 — 2005
Doctor of Philosophy (Ph.D.), Computer Science
University of Washington 1999 — 2001
Master of Science (M.S.), Computer Science
University of California, Berkeley 1991 — 1995
Bachelor of Arts (B.A.), Math / Rhetoric
University of Massachusetts Amherst September 2011 - Present
INRIA September 2012 - June 2013
University of Massachusetts Amherst September 2005 - September 2011
IBM, Almaden Research Center June 2003 - September 2003
Bell Laboratories June 2002 - August 2002
J.P. Morgan May 1996 - August 1998
Education
University of Washington 2001 — 2005
Doctor of Philosophy (Ph.D.), Computer Science
University of Washington 1999 — 2001
Master of Science (M.S.), Computer Science
University of California, Berkeley 1991 — 1995
Bachelor of Arts (B.A.), Math / Rhetoric
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.