J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Delta Sigma Pi April 2015 - Present
The Davis Center for Portfolio Management October 2014 - Present
J.P. Morgan March 2015 - August 2015
Northwestern Mutual April 2014 - March 2015
Flyer Enterprises November 2013 - April 2014
Full Access Products May 2013 - August 2013
Skills
Investments, Teamwork, Mutual Funds, Insurance, Social Media, Life Insurance, Public Speaking, Marketing, Golf, Customer Service, Social Networking, Event Management, Microsoft Word, Leadership, Sales, Customer Satisfaction, Advertising, Marketing Communications, Research, Fundraising, Risk Management, Financial Analysis, HTML, Illustrator, Social Skills, Holistic Financial..., Financial Planning
Education
University of Dayton 2012 — 2016
Finance and Marketing Double Major, Junior
Marmion Academy
Marmion Academy
Marmion Academy
Hotchkis and Wiley Capital Management December 2014 - Present
Horizon Capital Realty November 2007 - Present
J.P. Morgan July 2013 - January 2014
The Roosevelt Investment Group November 2011 - June 2012
Wolters Kluwer Financial Services January 2011 - November 2011
Broadridge Financial Solutions, Inc April 2008 - January 2009
FundQuest, Inc. (BNP Paribas) November 2000 - April 2008
FundQuest, Inc (BNP Paribas) November 2000 - November 2006
FundQuest, Inc. (BNP Paribas) November 2000 - November 2003
Aeltus Investment Management (ING) June 1999 - November 2000
Skills
Series 63, Series 7, Bloomberg, Investments, Mutual Funds, Finance, Trading, Derivatives, Fixed Income, Portfolio Management, Financial Services, Relationship Management, Financial Advisory, Asset Management
Education
The University of Connecticut 1993 — 1998
Bachelor of Science, Business Administration; Finance
EcoMark Solar October 2014 - Present
Doyle Wealth Management January 2012 - June 2014
UBS AG 2011 - 2011
J.P. Morgan January 2009 - June 2010
Capital Solutions, Inc. June 2008 - August 2008
Crosstree Capital Partners, Inc. 2008 - 2008
Florida Capital Partners September 2007 - December 2007
Merrill Lynch & Co. January 2007 - April 2007
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
University of Tampa - John H. Sykes College of Business 2005 — 2008
Bachelor of Science (B.S.), Finance
University of Delaware 2004 — 2005
Business/Commerce, General
EY May 2014 - Present
J.P. Morgan June 2012 - May 2014
J.P. Morgan July 2009 - June 2012
JPMorgan June 2008 - May 2009
Skills
Derivatives, Finance, Treasury, Swaps, Financial Analysis, Bloomberg, Financial Services, Funds Transfer Pricing, Secured Financing, Liquidity Management, Liquidity Risk, Treasury Management, Program Management, Project Management, Management
Education
University of Delaware 2005 — 2009
B.S., Finance
SS&C GlobeOp March 2015 - Present
Woodfield Fund Administration, LLC January 2011 - February 2015
J.P. Morgan April 2007 - January 2011
Fidelity Investments June 2006 - April 2007
Skills
Hedge Funds, Securities, Mutual Funds, Investments, Accounting, Microsoft Office, Fund Accounting, Financial Accounting, Alternative Investments, Cash, Excel, Compliance, Bloomberg, Funding, Reconciliation, Customer Relations, Pricing, Administration, Analysis, Word, PowerPoint, Credit, Customer Service, Valuation, Equities, Process Improvement, Series 7, Problem Solving, SharePoint, Cash Management, Project Management, Project Planning, Software Implementation, Solution Implementation, Investment Portfolio, Private Equity, Family Office, Account Reconciliation, Bank Reconciliation, Onboarding
Education
Xavier University - School of Business Administration 2007 — 2009
Master of Business Administration (MBA)
University of Dayton 2001 — 2006
Bachelor of Science (B.S.), Finance, General
University of Dayton 2001 — 2006
Bachelor of Arts (B.A.), History
J.P. Morgan April 2000 - Present
Skills
Equities, Asset Management, Process Improvement, Sybase, Disaster Recovery, Unix, IT Management, SQL
Education
University of Delaware 1996 — 1998
Mathematics Education
University of Mary Washington 1992 — 1996
BS, Mathematics
Bank of America January 2013 - Present
J.P. Morgan November 2010 - December 2012
University of Connecticut January 2010 - April 2010
Education
University of Connecticut 2006 — 2010
Bachelor of Arts, Sociology; Minor in Business
UBS January 2015 - Present
Intercontinental Exchange (parent company of the New York Stock Exchange) December 2005 - December 2014
Clients: New York Stock Exchange (NYSE); JPMorgan Chase; Barclays Capital 2004 - 2005
Jesuits 2002 - 2004
Icor Brokerage (startup; acquired by Reuters) 2002 - 2002
Instinet (dark pool; acquired by Nomura) 2001 - 2001
e-Steel.com (internet startup company) 2000 - 2001
Deloitte Consulting 1999 - 1999
J.P. Morgan 1994 - 1999
Skills
Risk Management, Program Management, Analysis, Business Analysis, Team Management, Equities, Integration, Financial Markets, Training, Product Development, Capital Markets, Relationship Management, Research, M&A experience, Management, CRM, Leadership, Financial Services, Change Management, Strategic Planning, Banking, PMO, New Business Development, Vendor Management, Strategy, Market Data, Trading, Electronic Trading, Securities, Executive Management, Fixed Income, Due Diligence, Derivatives, Mergers & Acquisitions
Education
University of Delaware 1990 — 1994
Bachelor of Science (BS), Double Major: Finance; Marketing; Minor: Management Information Systems
University of Delaware
Bachelor of Science (B.S.), Finance, Marketing & Management Information Systems
The Home Depot September 2014 - Present
J.P. Morgan March 2011 - June 2014
JP Morgan April 2009 - February 2011
JP Morgan July 2007 - March 2009
Skills
Project Management, Business Analysis, Accounting, Strategic Thinking, Problem Solving, Communication Skills, Fixed Income, Credit Risk, Loans, Training, Management, Financial Risk, Finance, Credit Analysis, Credit, Corporate Finance, Analysis
Education
University of Delaware 2003 — 2007
Bachelor of Science (BS)
McKean Defense Group October 2014 - Present
J.P. Morgan June 2013 - October 2014
University of Delaware February 2009 - February 2013
Apex Realty Advisory June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Databases, Data Analysis, Finance
Education
University of Delaware 2009 — 2013
Bachelor of Science (BS), Finance and Economics
University of South Carolina-Columbia 2008 — 2008
Business Administration and Management, General
J.P. Morgan June 2015 - Present
J.P. Morgan September 2014 - May 2015
J.P. Morgan June 2014 - August 2014
J.P. Morgan October 2012 - May 2014
Northwestern Mutual June 2012 - August 2012
University of Delaware August 2011 - January 2012
Skills
Leadership, Coaching, Finance, Business Communications, Nonprofits, Analysis, Microsoft Office, Public Speaking, Sales Management, Teamwork, Microsoft Excel, Team Leadership, Team Motivator, Listening Skills, Problem Solving, PowerPoint, Non-profits, Microsoft Word, Social Media, Fundraising, Social Networking, Financial Analysis, Event Planning, Research, Market Research, Data Analysis, Organizing, Financial Markets, Excel Pivot, Derivatives, Equity Valuation, Fixed Income, US Treasuries, Bloomberg
Education
University of Delaware 2011 — 2015
Honors Bachelor of Science, Finance and Economics
Phillips Exeter Academy 2010 — 2011
Post-Graduate Year
Severn School 2006 — 2010
High School Diploma
Kian Capital Partners, LLC July 2011 - Present
Columbus Nova Credit Investment Group September 2009 - April 2010
Wachovia Securities July 2007 - July 2009
Wachovia Securities February 2006 - July 2007
Wachovia Securities July 1996 - February 2006
Wachovia Bank July 1996 - February 2001
J.P. Morgan February 1992 - May 1996
Skills
Infrastructure, Business Process..., Management, Finance, Investments, Investment Banking, Asset Management, Banking, Equities, Capital Markets, Financial Analysis
Education
University of Delaware 1987 — 1991
BSBA, Business Finance and Administration
Winston Churchill High School, Class of 1987 1985 — 1987
J.P. Morgan March 2015 - Present
Northwestern Mutual May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel
Education
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Marketing and Operations Management
GEN RE- NEAM May 2015 - Present
Mizuho Securities Co., Ltd. May 2011 - April 2015
FTN Financial March 2009 - April 2011
J.P. Morgan April 2008 - March 2009
Bear Stearns January 1990 - March 2008
Drexel Burnham Lambert June 1986 - January 1990
Xerox January 1981 - June 1986
Skills
Fixed Income, Capital Markets, Trading
Education
University of Delaware 1976 — 1980
BS, Political Science/Business
Produce Marketing Association April 2014 - Present
J.P. Morgan April 2012 - April 2014
Creative Mobile Technologies April 2011 - April 2012
IRSS, inc. 2009 - March 2011
JPMorgan Chase 2004 - 2008
JP Morgan Chase October 1998 - October 2001
World Line Communications Corp. August 2000 - August 2001
First USA Bank (JP Morgan Chase) 1998 - 2000
Hewlett-Packard January 1992 - October 1998
Skills
XML, JavaScript, SQL Server, HTML, C#, CSS, ASP.NET, AJAX, ASP, XSLT, Documentation, Business Requirements, Requirements Analysis, .NET, SQL, Visual Studio, Web Services, Windows, IIS, T-SQL, XHTML, ADO.NET, SSIS, Agile Methodologies, Database Design, Microsoft SQL Server
Education
University of Delaware 1985 — 1987
J.P. Morgan March 2015 - Present
Lord, Abbett & Co. LLC July 2013 - February 2015
University of Delaware September 2012 - May 2013
Garnet Capital Advisors June 2012 - September 2012
Morgan Stanley Smith Barney June 2011 - August 2011
All-American Landscaping June 2008 - August 2011
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Investments, Sales, Financial Analysis, Valuation, PowerPoint, Credit Analysis, Portfolio Management, Microsoft Word, Credit, Loans, Social Media, Corporate Finance, Customer Service, Economics, Account Management, Selling, Bloomberg, Bloomberg Terminal, Facebook, Leadership
Education
University of Delaware 2012 — 2013
Master's degree, Finance, General, 3.5
University of Delaware 2008 — 2012
Bachelor of Science (B.S.), Finance, General
J.P. Morgan June 2014 - Present
Davis Center for Portfolio Management January 2011 - March 2014
J.P. Morgan May 2013 - August 2013
EBS Asset Management May 2012 - August 2012
C.H. Dean, Inc. June 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Financial Analysis, Portfolio Management, Investment Management, Leadership, Microsoft Office, Investments, Equities, Friendly Personality
Education
University of Dayton 2010 — 2014
University of Dayton, Finance and Accounting, Senior
J.P. Morgan August 2014 - Present
J.P. Morgan July 2013 - August 2014
J.P. Morgan June 2012 - August 2012
Northwestern Mutual May 2011 - September 2011
Skills
Public Speaking, Team Leadership, Microsoft Excel, Financial Analysis, Leadership, Financial Modeling, Microsoft Office, Fundraising, PowerPoint, Sales, Data Analysis, Project Management, Teamwork, Access, Microsoft Word, Investments, Management, Analysis, Economics, Customer Service, Spanish, Minitab, Time Management, Business Strategy, Strategy, Farsi, DCF Valuation, Market Research, Auditing, Bloomberg Terminal
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (BS), Finance, Economics
Towers Watson April 2015 - Present
J.P. Morgan April 2014 - April 2015
University of Delaware Blue Hen Investment Fund August 2013 - April 2014
J.P. Morgan January 2013 - April 2014
Skills
Management, Public Speaking, Valuation Modeling, Financial Analysis, Data Analysis, Microsoft Excel, Marketing Strategy, Spanish, Access, Teamwork
Education
University of Delaware 2011 — 2014
Honors Bachelor of Science, Finance, 3.9
Credit Suisse March 2015 - Present
J.P. Morgan July 2013 - February 2015
J.P. Morgan November 2012 - May 2013
Citizens Bank June 2012 - August 2012
Sightsailing Inc. May 2011 - August 2011
Hasbro January 2010 - February 2010
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Economics, Macroeconomics, Investments, Budget Forecasts, Budget Monitoring, Databases, Trade Reconciliation, Prime Brokerage, Public Speaking, Customer Service, Business Analysis, PowerPoint
Education
University of Delaware 2009 — 2013
BS Economics, BS Finance
J.P. Morgan July 2014 - Present
J.P. Morgan May 2011 - July 2014
J.P. Morgan June 2010 - August 2010
Bank of Springfield May 2008 - August 2008
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling, Bloomberg, Public Speaking
Education
University of Dayton 2007 — 2011
B.S.B.A, Finance, Entrepreneurship
MUFG Americas June 2015 - Present
TD July 2013 - June 2015
Nabors Industries May 2012 - August 2012
J.P. Morgan March 2012 - April 2012
Tullett Prebon June 2011 - July 2011
Skills
Financial Analysis, Asset Based Lending, Credit Risk, Risk Analysis, Finance, Oil & Gas Industry, Public Speaking, Teamwork, Time Management, Accounting, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Research, Photoshop, Windows, Social Media
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Western Asset Management May 2012 - Present
J.P. Morgan May 2010 - April 2012
Skills
Settlement, Capital Markets, Bloomberg, Bonds, Fixed Income, Money Market, Securities, Bloomberg Terminal, Fund Administration, Portfolio Management
Education
The University of Connecticut 2005 — 2009
BA, Economics and English Double Major
J.P. Morgan July 2014 - Present
Davis Center for Portfolio Management August 2013 - May 2014
J.P. Morgan June 2013 - August 2013
R.I.S.E Forum January 2013 - April 2013
Davis Center for Portfolio Management May 2011 - May 2012
Skills
Microsoft Excel
Education
University of Dayton 2010 — 2014
Bachelor's Degree, Finance & Business Economics
Capco October 2014 - Present
J.P. Morgan June 2012 - October 2014
Skills
Microsoft Excel, Economics, Relationship Management, Access, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Analysis, Process Improvement, Research, Time Management
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Political Science
J.P. Morgan January 2010 - Present
Childhaven April 2011 - Present
Kids Co. September 2002 - September 2012
BNY Mellon April 2006 - December 2009
Social Venture Partners Seattle 2006 - 2008
Merrill Lynch November 2004 - April 2006
Sanford C. Bernstein July 2001 - September 2004
Skills
Series 7, Finance, Risk Management, Financial Modeling, Investments, Alternative Investments, Asset Management, Estate Planning, Portfolio Management, Management, Asset Allocation, Wealth Management, Mergers & Acquisitions, Financial Analysis, Equities, Strategic Financial..., Retirement Planning, Valuation, Capital Markets
Education
University of Dayton 1989 — 1992
Bachelor of Arts (B.A.), Economics
J.P. Morgan June 2015 - Present
Computer Aid, Inc. December 2014 - May 2015
University of Delaware February 2014 - May 2015
University of Delaware August 2014 - February 2015
Upward Bound Program June 2014 - August 2014
Skills
Bloomberg Terminal, IBM Tivoli Identity..., Magic Service Desk..., Microsoft Access, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Windows, Minitab, PeopleSoft Employee..., Public Speaking
Education
University of Delaware 2012 — 2016
Bachelor's Degree, Finance & Economics, Junior
Alexis I. DuPont 2008 — 2012
High School, Graduate
J.P. Morgan February 2014 - Present
Northwestern Mutual May 2013 - January 2014
Skills
Investments, Finance, Financial Modeling, Bloomberg, Financial Analysis, Valuation, Portfolio Management, Equities, Corporate Finance, Banking
Education
University of Delaware 2009 — 2013
Bachelor of Science (BS), Finance and Operations Management
University of Delaware 2009 — 2013
BS, Finance and Operations Management
Aflac Global Investments January 2015 - Present
Aflac Global Investments January 2013 - December 2014
Dysart Ventures, LLC March 2012 - January 2013
Diamondback Advisors CT, LLC April 2008 - December 2011
Diamondback Advisors CT, LLC September 2006 - April 2008
Advent Capital Management, LLC June 2005 - September 2006
J.P. Morgan July 2004 - June 2005
Millennium Partners, LP June 2000 - July 2004
A.I.G. International Asset Management June 1996 - June 2000
Skills
Fixed Income, Swaps, Bloomberg, FX, Credit, CDS, Securities, Settlements, Hedge Funds, Derivatives, Alternative Investments, Options, Bonds, Credit Derivatives, Excel, DTC, FX Options, Interest Rate Swaps, Equities, Microsoft Excel, Valuation, Settlement, Prime Brokerage, Risk Management, Mutual Funds, Portfolio Management, Trading
Education
The University of Connecticut 1989 — 1993
BS, Accounting
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - June 2014
J.P. Morgan July 2011 - June 2013
Wells Fargo Advisors September 2010 - December 2010
Skills
Series 7, Series 63, Series 6
Education
University of Dayton 2007 — 2011
Bachelor of Science (BS), Finance and Economics
Diane Leoni July 2001 - Present
J.P. Morgan January 1987 - August 1992
Chase Bank February 1985 - September 1987
Skills
Commercials, Television, Film, Theatre, Acting, Voice Over, Video, Short Films, Beauty Industry
Education
University of Delaware 1993 — 1997
Bachelor of Arts (BA), History
J.P. Morgan January 2014 - Present
QPS, LLC December 2012 - October 2013
Back Burner To Go March 2006 - December 2012
99.5 FM WJBR Wilmington Del January 2011 - May 2011
Student Centers Programming Advisory Board (SCPAB) May 2010 - May 2011
Wilmington Blue Rocks May 2010 - August 2010
Student Centers Programming Advisory Board (SCPAB) May 2008 - May 2010
Skills
Social Media, Marketing, Management, Budgets, Hospitality, Music, Market Planning, Project Planning, Facebook, Social Media Marketing, Event Planning, Radio, Public Relations, Media Relations, Radio Promotions, Food & Beverage, Marketing Communications, Microsoft Office, Research, Email Marketing
Education
University of Delaware 2007 — 2011
Bachelor of Arts, History
J.P. Morgan June 2014 - Present
J.P. Morgan January 2013 - May 2014
RiverCrest Golf Club April 2007 - October 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, C++, Social Media, HTML, C, Java, Finance, Public Speaking, Access, Teamwork, Leadership, Customer Service, Time Management
Education
University of Delaware 2010 — 2014
Bachelor of Science (BS), Finance
Phoenixville Area High School 2006 — 2010
J.P. Morgan June 2015 - Present
Patriot Pool Service May 2011 - August 2014
Skills
Microsoft Office, Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Communication Skills, Access, Java, Dependable Team Player, SQL, Cognos, Wireshark, Visio, Android, Cpr Certified, First Aid, Communication
Education
University of Delaware 2012 — 2016
Bachelor of Science (B.S.), Management Information Systems, General
Franklin High School 2008 — 2012
High School
J.P. Morgan April 2014 - Present
Daimler AG May 2013 - April 2014
University of Delaware March 2013 - December 2013
Skills
Econometrics, Cash Flow Forecasting, Microsoft Excel, Financial Analysis, Finance, Economics, Access, Forecasting, Accounting, Stata, Account Reconciliation, Banking, Research, Cash Management, Macroeconomics, Microeconomics, Financial Modeling, Statistics
Education
University of Delaware 2012 — 2013
M.S, Economics and Applied Econometrics
The University of Maryland 2010 — 2012
B.A, Economics
J.P. Morgan September 2014 - Present
CrossFit Diamond State December 2013 - Present
Delaware Air National Guard May 2009 - May 2015
Committee to Elect Lynne Newlin May 2014 - November 2014
U.S. Department of Labor August 2012 - September 2014
Chris Coons for Delaware April 2014 - August 2014
Lyons, Doughty & Veldhuis January 2011 - August 2012
Skills
Legal Research, Westlaw, Litigation, Legal Writing, Civil Litigation, Courts, Trials, Document Review, Lexis, Intellectual Property, USPTO Website, Accurint, Adobe Acrobat, Microsoft Office, Motions, Bluebook, Administrative Law, Filing, Data Entry, Access, File Management, PACER, Records Management, Grassroots Organizing, Elections, Social Networking, Political Campaigns, Leadership, State Government, Coordinating Events, Social Media, Public Relations, Legislation, Document Preparation, Social Media Marketing, Public Affairs, Political Communication, Campaign Strategies
Education
University of Delaware 2014 — 2014
Certificate, Social Media Marketing Strategy
Widener University School of Law 2011 — 2012
Certificate, Paralegal Studies, 3.7
University of Delaware 2002 — 2007
B.A., History
J.P. Morgan July 2014 - Present
Davis Center for Portfolio Management April 2011 - May 2014
BlackRock June 2013 - August 2013
Minnesota Metro Baseball League May 2009 - May 2013
Hanson Scholarship Fund April 2011 - August 2012
Skills
Bloomberg Certified, Bloomberg, Portfolio Management
Education
University of Dayton 2010 — 2014
Marketing and Finance
J.P. Morgan March 2015 - Present
GE Capital January 2014 - February 2015
FactSet Research Systems July 2012 - December 2013
Bradley, Foster & Sargent, Inc. August 2011 - January 2012
Philo Smith & Company December 2010 - July 2011
Skills
Investments, CRM, Factset, Management, Finance, Analysis, Fixed Income, Asset Management, Leadership, Economics, Corporate Finance
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts, Economics and Communications, Minor in Business
J.P. Morgan May 2015 - Present
Northwestern Mutual February 2013 - April 2015
Skills
Financial Analysis, PowerPoint, Disability Insurance, Microsoft Excel, Strategic Financial..., Wealth Management, Life Insurance, Risk Management, Long Term Care Insurance, Financial Modeling, Finance, Customer Service, Insurance, Analysis, Securities, Banking, Corporate Finance, Investments, Leadership, Fixed Annuities, Economics, Financial Planners, Mutual Funds, Financial Reporting, Access, Accounting, Financial Planning
Education
University of Delaware 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Alexis I. duPont High School
J.P. Morgan November 2009 - Present
Barclaycard November 2006 - November 2009
Education
University of Delaware 2001 — 2005
Bachelor's degree, Marketing and Finance
J.P. Morgan May 2014 - September 2015
State Street April 2013 - March 2014
J.P. Morgan May 2012 - March 2013
J.P. Morgan June 2011 - May 2012
AllianceBernstein January 2005 - June 2011
Skills
Derivatives, Collateral Management, Fixed Income, Financial Services, Equities, Capital Markets, Options, Risk Management, Alternative Investments, Portfolio Management
Education
University of Delaware 2000 — 2004
J.P. Morgan June 2015 - Present
Booz Allen Hamilton May 2014 - May 2015
Davis Center for Portfolio Management September 2013 - May 2015
Kudla Dynamic Allocation Fund January 2014 - April 2015
Flyer Enterprises January 2012 - May 2014
Interfraternity Council September 2012 - January 2013
Castaways May 2012 - August 2012
Park District of Oak Park January 2011 - March 2011
At Your Service (Chicago White Sox) April 2010 - August 2010
Oak Park Youth Baseball/Softball April 2009 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Organization, Microsoft Word, Recruiting, Leadership, Teamwork, Analysis
Education
University of Dayton 2011 — 2015
Finance, Junior
J.P. Morgan September 2013 - Present
BlackRock January 2010 - April 2013
BlackRock July 2007 - December 2009
Skills
Brand development and..., Creative problem..., Product messaging and..., Ability to execute..., Investor Relations, Operations/project..., Strong work ethic, Lead generation and..., Excellant writing and..., Teaming/cross team..., Financial Modeling, Investments, Hedge Funds, Mutual Funds, Valuation, Equities, Competitive Analysis, Private Equity, Fixed Income, Alternative Investments, Asset Management
Education
University of Connecticut 2003 — 2007
B.S., Finance
The Institute at Palazzo Rucellai 2006 — 2006
Business, Art
J.P. Morgan June 2014 - Present
J.P. Morgan February 2013 - March 2014
Penske Truck Leasing May 2011 - August 2012
Skills
Microsoft Excel, Accounting, Finance, Organization &..., Outstanding time..., Team-oriented
Education
University of Delaware
Bachelor of Science (B.S.), Economics
J.P. Morgan December 2014 - Present
FDM Marketing November 2011 - August 2012
The Independence School November 2010 - February 2012
Middlesex County Prosecutors Office January 2009 - May 2009
Skills
Well-versed with..., Sports, Sales, Microsoft Office, Training, Sports Marketing, PowerPoint, Public Speaking, Microsoft Word, Microsoft Excel, Customer Service, Advertising, Event Planning, Social Media, Facebook, Public Relations, Research, Marketing, Social Networking, Event Management, Outlook, Time Management
Education
University of Delaware 2009 — 2012
Bachelor's degree, Criminal Justice and Law
KeyBanc Capital Markets November 2014 - Present
J.P. Morgan July 2014 - November 2014
Buckingham Capital Management November 2012 - February 2014
Fifth Third Bank May 2013 - August 2013
University of Dayton January 2012 - January 2013
Adecco Solutions May 2012 - August 2012
Education
University of Dayton 2010 — 2014
Finance & Economics
Trinity High School 2006 — 2010
Freedom Mortgage July 2014 - Present
JPMorgan Chase October 2011 - July 2014
iTKO October 2010 - July 2011
PHH Mortgage November 1997 - October 2010
Care Management Science 1995 - 1997
J.P. Morgan 1991 - 1995
Education
University of Delaware 1987 — 1991
University of Delaware - Lerner College of Business and Economics 1987 — 1991
J.P. Morgan October 2013 - Present
JPMorgan Chase October 2013 - March 2014
ING DIRECT January 2012 - October 2013
eZanga January 2011 - June 2011
Student Media Group October 2010 - January 2011
Skills
Account Management, Business Development, Event Planning, Fundraising, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Media, Social Media Marketing, Social Networking, Strategic Planning, Team Leadership, Customer Service
Education
University of Delaware 2006 — 2010
Bachelors of Science, Leadership
Delaware Military Academy 2003 — 2006
Highschool diploma, High School
J.P. Morgan October 2013 - Present
J.P. Morgan July 2011 - Present
JP Morgan June 2010 - July 2011
FUTURE SURGICAL SUPPLIES ASSOCIATES February 2009 - June 2010
UBS INVESTMENT BANK May 2007 - January 2009
GENERAL ELECTRIC EDGELAB January 2003 - May 2007
Skills
Excel Macros(Basic VBA), Capital Markets, Project Management, Business Analysis, Equities, Financial Analysis, Fixed Income, Asset Managment, Financial Modeling, Risk Management, Data Analysis, Derivatives, Microsoft Excel, Bloomberg, Hedge Funds, Valuation, Investment Banking, VBA, Finance, Financial Services, Asset Management, Financial Reporting, Financial Markets, Options, Corporate Finance, Trading Systems, Certified Scrum Master..., Agile Project Management, Sprint Planning, Trading, Analysis, Strategy, Management, Leadership, Microsoft Office, Portfolio Management, Investments, Banking, CRM
Education
The University of Connecticut
Bachelor's of Science, Business and Technology
J.P. Morgan August 2014 - Present
Mullen December 2013 - August 2014
Viacom May 2011 - July 2011
Skills
Marketing Communications, Microsoft Office, SPSS, Social Media, PowerPoint, Facebook, Microsoft Excel, Microsoft Word, Access, Market Research, Social Media Marketing, Marketing Research, Marketing, Customer Service, Research, Public Speaking, Teamwork, Market Planning, Media Planning
Education
University of Connecticut 2009 — 2013
Bachelor of Science, Business; Marketing
J.P. Morgan May 2015 - Present
J.P. Morgan July 2014 - June 2015
J.P. Morgan June 2013 - August 2013
Davis Center for Portfolio Management August 2011 - May 2013
PNC Wealth Management June 2012 - August 2012
University of Dayton R.I.S.E. Team March 2011 - August 2012
Waddell & Reed June 2011 - August 2011
Skills
Bloommberg Certified, Microsoft Office, Trading, Equities, Investments, Morningstar Direct, Thompson One, Bloomberg Terminal, Customer Service, Wealth Management, Microsoft Excel, Financial Modeling, Asset Allocation, Asset Management, Financial Analysis, Bloomberg, ETFs, Mutual Funds, Management, Investment Management, Alternative Investments, Equity Research, Accounting, Hedge Funds, Finance
Education
University of Dayton 2010 — 2014
Bachelor of Science in Business Administration with a Major in Finance, Finance
Upper St. Clair High School 2006 — 2010
J.P. Morgan July 2013 - Present
J.P. Morgan January 2012 - July 2013
J.P. Morgan September 2001 - January 2012
J.P. Morgan November 1999 - September 2001
Atlantic Employees Federal Credit Union May 1993 - October 1999
Equibank June 1988 - May 1993
Skills
Banking, Credit Cards, Loans, Lines Of Credit, Underwriting, Project Management, Program Management, Change Management, Leadership, Team Leadership, Operations Management, Business Process..., Microsoft Office, Microsoft Excel, Management, Microsoft Word
Education
University of Delaware 1980 — 1984
Business Administration, Management and Operations
Padua Academy 1976 — 1980
Iacobucci Builders February 2013 - Present
SB Conrad September 2008 - February 2013
J.P. Morgan August 2007 - August 2008
Skills
Budgets, Construction, Microsoft Excel, Management, Process Scheduler, Project Management, Project Planning, Contract Management, Construction Management, Analysis, Business Development, Change Orders, Contract Negotiation, Contractors, Cost Control, Cost Management, Estimates, MS Project, Materials, Negotiation, Operations Management, Pre-construction, Procurement, Project Bidding, Project Estimation, Proposal Writing, Purchasing, Renovation, Residential Homes, Sales Management, Strategic Planning, Subcontracting, Supervisory Skills, Team Building, Value Engineering
Education
University of Delaware 2003 — 2007
B.S Business and Economics, Management
JPMorgan Chase & Co. May 2015 - Present
J.P. Morgan April 2014 - Present
Davis Center for Portfolio Management October 2013 - Present
AES January 2014 - April 2014
University of Dayton January 2012 - May 2013
University of Dayton January 2012 - May 2013
University of Dayton August 2011 - May 2013
Education
University of Dayton 2011 — 2015
4.0
Dublin Jerome High School
GigSky, Inc. June 2015 - Present
Project Sunshine August 2012 - Present
yet2Ventures November 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Eggspectation June 2012 - February 2014
Skills
Management, Microsoft Office, Leadership, Public Speaking, Teamwork, Customer Service, Finance, Time Management, Social Media, Research, Social Networking, Event Planning, PowerPoint, Microsoft Word, Microsoft Excel
Education
University of Delaware 2012 — 2016
Bachelor's Degree, Economics
Mount de Sales Academy 2008 — 2012
High School
J.P. Morgan 2000 - Present
Phoenix Life Insurance Company May 1997 - April 2000
Merrill Lynch August 1995 - April 1997
Skills
Reference Data, International Project..., Asset Data Migration, Resource Management, Business Process..., Compliance, Process Optimization, Stakeholder Management, Vendor Management, Asset Pricing, Reference Data..., Project Management, Product Development, Fixed Income, Derivatives, Mutual Funds, Securities, Product Management, Financial Services, Equities, Management, Strategy, Risk Management
Education
The University of Connecticut
Bachelor of Arts, Economics
Davis Center for Portfolio Management October 2014 - Present
Flyer Consulting January 2014 - Present
Robert W. Baird & Co. August 2015 - August 2015
J.P. Morgan May 2015 - August 2015
Flyer Angels August 2014 - May 2015
Ultimate Leadership Martial Arts March 2010 - August 2013
Skills
Leadership, Bloomberg Terminal, Portfolio Management, Financial Analysis, Consulting, Financial Modeling, Microsoft Excel, Equities, Investments, Teamwork, Marketing Strategy, Microsoft Word, Time Management, Microsoft Office, PowerPoint, Teaching, Customer Service
Education
University of Dayton 2012 — 2016
Bachelor of Business Administration (B.B.A.), Entrepreneurship & Finance Investments Emphasis, Senior GPA 3.36 Finance: 4.0
Springboro High School 2008 — 2012
PIMCO February 2014 - Present
Milliman August 2011 - January 2014
J.P. Morgan 2009 - 2009
Skills
Actuarial Science, ALM, Economic Capital, Actuarial Consulting, Financial Modeling, Valuation, Financial Analysis, VBA, Insurance, Investments, Risk Management, Pensions, Reinsurance, Life Insurance, Portfolio Management, Analysis
Education
University of Connecticut 2007 — 2011
BA (Honors), Applied Mathematics, 3.7/4.0
HighTower March 2015 - Present
JPMorgan Chase July 2014 - March 2015
J.P. Morgan July 2012 - July 2014
J.P. Morgan March 2011 - July 2012
J.P. Morgan March 2009 - February 2011
Ameriprise Financial 2006 - 2009
University of Delaware 2005 - 2006
Aloysius, Butler, and Clark 2005 - 2005
Skills
Investments, Series 7, Account Management, Equities, Financial Analysis, Insurance, Marketing, Mutual Funds, Portfolio Management, New Business Development, Relationship Management, Risk Management, Strategic Financial..., Strategic Planning, Banking, Private Banking, CRM, Finance, Financial Planning, Financial Services, Integrated Marketing, Public Relations
Education
FINRA
Series 7, Series 63
University of Delaware
B.A., Majors in Communication and Criminal Justice
J.P. Morgan March 2013 - Present
ING DIRECT February 2012 - July 2012
ShareBuilder March 2008 - January 2012
ING DIRECT November 2006 - February 2008
Skills
Green Belt, Call Center, Customer Experience, Customer Satisfaction, Process Improvement, Customer Service, Access, Requirements Gathering, Call Centers, Financial Services, Project Management, Program Management, Business Analysis, Banking, Retail Banking
Education
University of Delaware 1999 — 2003
Bachelor of Science (B.S.), Family and Community Services, Junior Year
J.P. Morgan July 2011 - Present
ACE Group 2009 - 2011
Skills
Java, Agile Methodologies, SDLC, Fixed Income, SQL, VBA, Requirements Gathering, Unix Shell Scripting, User Interface Design, Spring Framework, PL/SQL, AngularJS, HTML, Requirements Analysis, JDBC, Shell Scripting, Unix, Microsoft Office, Risk Management, Sybase, Visio, Vendor Management
Education
University of Delaware 2007 — 2011
Bachelor of Science, Computer Science, Interactive Media
J.P. Morgan September 2014 - Present
JPMorgan Chase July 2012 - August 2014
Department of Economics, University of Delaware September 2011 - May 2012
National Defense University June 2010 - August 2010
Skills
Microsoft Office, Conversational French, Stata: Data Analysis...
Education
University of Delaware 2008 — 2012
BS, BA, Economics, History
Danish Institute for Study Abroad 2011 — 2011
European Culture and History Program
Canaccord Genuity Group Inc. April 2015 - Present
J.P. Morgan Asset Management July 2012 - April 2015
J.P. Morgan July 2009 - June 2012
Education
University of Delaware
Bachelor of Science (BS), Finance
Monsignor Bonner
ARAMARK March 2013 - Present
ARAMARK April 2011 - Present
J.P. Morgan July 2008 - April 2011
Discover Financial Services July 2006 - July 2008
Skills
Accounting, Financial Control, Budgeting, Forecasting, Financial Analysis, Financial Reporting, Internal Controls, Expenses, SOX, Variance Analysis, General Ledger, Analysis, Hyperion, Essbase, Financial Accounting, Accruals, Financial Forecasting, Account Reconciliation, Budgets, Microsoft Excel, Oracle Financial, Pivot Tables, Financial Modeling, Financial Statements, Strategy, Leadership, Management, Cash Flow, P&L, Managerial Finance, Cost Accounting, Strategic Financial..., Sarbanes-Oxley Act, Financial Audits, Finance, Project Management, Analytics, Banking, Process Improvement
Education
University of Delaware 2002 — 2006
Bachelor of Science (B.S.), Finance and Business Administration
University of Delaware - Lerner College of Business and Economics 2002 — 2006
B.S., Finance, Economics, International Business
J.P. Morgan December 2014 - Present
Halcyon Cabot Partners, Ltd September 2013 - June 2014
Elizabeth Arden June 2012 - August 2012
Camp Pocono Trails June 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Event Planning, Social Networking, Finance, Sales, Leadership, Management
Education
University of Delaware 2009 — 2013
Bachelor of Science- Finance and Marketing
The Wheatley High School
McKinsey & Company August 2015 - Present
J.P. Morgan November 2013 - July 2015
J.P. Morgan August 2013 - November 2013
UConn Off-Campus Student Services August 2012 - May 2013
The Hartford Business Journal May 2012 - August 2012
Workplace Success Group January 2012 - April 2012
UCONN Hillel February 2011 - December 2011
UCONN's Phonaton February 2011 - September 2011
Whalers Sports and Entertainment May 2011 - July 2011
Whalers Sport May 2011 - July 2011
Skills
Microsoft Office, Social Networking, Microsoft Word, Communication, Public Relations, Social Media, Facebook, Marketing Communications, Press Releases, Public Speaking, PowerPoint, Organizational..., Event Planning, Media Relations, Strategic Planning, Creative Writing, Research, Marketing, Email Marketing, Strategic Communications, Microsoft Excel, Report Writing, Social Media Marketing, Newsletters, Fundraising, Blogging, Advertising, Nonprofits, Organizational Design, Event Management, Leadership, Customer Service
Education
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Communications Sciences and Political Sciences Double Major, Senior
University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
J.P. Morgan August 2015 - Present
Berdon LLP June 2014 - August 2014
Education
University of Delaware 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
J.P. Morgan January 2013 - Present
Global Link Media January 2012 - September 2012
JPMorgan Chase July 2010 - August 2011
Skills
Project Management, Financial Analysis, Research, Microsoft Office, Financial Modeling, Microsoft Excel, Asset Management, Finance, Social Media
Education
University of Delaware 2006 — 2010
International Business, Minor in Chinese, Business and Marketing
University of Delaware
J.P. Morgan April 2015 - Present
J.P. Morgan November 2010 - Present
Kforce Inc. June 2010 - October 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Research, Critical Thinking, Process Improvement, Procedure Development, Communication Skills, Corporate Actions, Editing, Banking, Bloomberg Terminal, Team Leadership, Economics, Financial Reporting
Education
University of Delaware 2012 — 2015
Master of Business Administration (M.B.A.)
Albright College 2007 — 2010
Bachelor of Science, Accounting, Economics & Finance
Royal Bank of Scotland December 2010 - Present
Independant Contractor October 2007 - December 2010
Basso Capital September 2006 - September 2007
Mercury Real Rstate Advisors October 2005 - July 2006
Sagamore Hill Capital Management January 2004 - January 2006
J.P. Morgan August 1999 - August 2004
Citibank London May 1995 - June 1998
Skills
Banking, Leadership, Management, Project Management, Risk Management, Fixed Income, Capital Markets, Equities
Education
University of Connecticut 1991 — 1995
J.P. Morgan September 2006 - Present
MetLife September 2004 - September 2006
American Express September 1998 - September 2004
Skills
Fixed Income, Financial Analysis, Series 7, Financial Services, Bloomberg, Trading, Retirement, Investments, Finance, Derivatives
Education
University of Delaware
BA, International Relations and Affairs
J.P. Morgan January 2015 - Present
JP Morgan Chase February 2013 - December 2014
JP Morgan Chase March 2011 - February 2013
Volko Insurance Agency January 2009 - March 2011
MassMutual Financial Group March 2007 - January 2009
Bank of America May 1993 - May 2000
Skills
Financial Services, Series 7, Series 63, Refinance, Customer Service, Mutual Funds, Investment Advisory, Retirement Planning, Series 6, Banking, CRM, Management, Portfolio Management, Sales
Education
University of Delaware 1989 — 1993
Hotel and Restaurant Management
Fifth Third Bank Sr. Business AnalystFifth Third BankMay 2011 - Present
J.P. Morgan January 2010 - April 2011
Citi April 2009 - December 2010
Nationwide Insurance May 2004 - January 2008
Skills
Business Intelligence, Business Analysis, Data Analysis, Project Management, Banking, Financial Analysis, Process Improvement, Leadership, Finance, Data Warehousing, SQL, Microsoft Office, Analysis, Program Management, Visio
Education
Bishop Hartley HS 1997 — 2001
High School
University of Dayton
Colabination July 2015 - Present
Macy's January 2015 - July 2015
Macy's August 2014 - January 2015
J.P. Morgan January 2014 - June 2014
Reybold Group September 2013 - December 2013
Vanguard May 2013 - August 2013
Hertz June 2012 - June 2013
Skills
Customer Service, Cash Handling, PowerPoint, Word, Excel, Android, Media Services, Microsoft Word, Microsoft Excel, Employee Relations, Marketing, Leadership, Cash Flow, Management, Advertising, Event Planning, Sales, Microsoft Office, Time Management, Social Media, Teamwork, Public Speaking, Social Networking
Education
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Marketing
Monsignor Bonner High School 2006 — 2010
High School Diploma
New York Life Investment Management LLC June 2013 - Present
J.P. Morgan July 2011 - June 2013
Prudential Financial September 2010 - February 2011
Deutsche Bank March 2009 - March 2010
Webster Investment Services May 2008 - August 2008
Skills
bank loans, bank debt, Advent Geneva, Wall Street Office, Sunguard InvestOne..., Hedge Fund..., Position Reconciliations, Cash Reconciliations, Project Management, Clearpar, Trade Capture, Trade Settlement, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Hedge Fund Operations, Hedge Funds, Trading, Portfolio Management, Loans, Settlement, Securities, Bonds, Investments, Analysis, Bloomberg, Commodity, Fixed Income, Fund Administration, Account Reconciliation, PowerPoint, Derivatives, Bloomberg Terminal, Investment Banking, FX Options, Wall Street, Axys
Education
University of Cambridge International Examinations 2009 — 2010
Certificate, Managing Teams and Information
The University of Connecticut 2004 — 2008
BS, Finance Major, Economics Minor, 3.7 Cumulative GPA; 3.9 Major GPA
J.P. Morgan October 2011 - Present
MetLife March 2009 - July 2010
Maxim Group LLC 2006 - 2008
Bank of America (formerly MBNA America) February 2004 - August 2006
MBNA America, Newark, DE 2002 - 2004
MBNA America, Newark, DE 2000 - 2002
MBNA America, Newark, DE 1998 - 2000
Skills
Microsoft (MS) Windows..., MS Project, MS Sharepoint, Adobe Acrobat Programs, Adobe Photoshop, Lotus Notes, Web-based Event..., CRM, Strategic Planning, Strategy, Corporate Communications
Education
University of Delaware
Bachelor of Arts, Communication (Mass Media Concentration); Minor in English
JPMorgan Chase & Co. April 2015 - Present
J.P. Morgan September 2014 - April 2015
J.P. Morgan Corporate & Investment Bank, Finance & Business Management June 2013 - September 2014
J.P. Morgan Corporate & Investment Bank, Project Governance June 2012 - June 2013
J.P. Morgan Corporate & Investment Bank, Finance & Business Management February 2010 - June 2012
Skills
Recruiting, Screening Resumes, Social Media, Communication, Interviewing Skills, Business Planning, Project Management, Public Speaking, Microsoft Office, Fundraising, Philanthropy, Project Planning, Training, Time Management, Interviews, Microsoft Excel
Education
University of Delaware 2009 — 2015
Professional Communications
St Mark's High School 2005 — 2009
J.P. Morgan May 2012 - August 2012
WSFS Bank May 2011 - August 2011
Delaware Attorney General's Office May 2010 - August 2010
Education
University of Notre Dame 2010 — 2013
BA, Economics and Computer Applications
University of Delaware 2009 — 2010
BS, Accounting
J.P. Morgan September 2015 - Present
Ventyx an ABB Company August 2011 - September 2014
University of Delaware May 2007 - May 2011
Skills
Oracle PL/SQL..., Java, C#, Visual Basic, HTML, CSS, Microsoft SQL Server, Python
Education
University of Delaware 2010 — 2011
Bachelor of Science (B.S.), Management Information Systems, General, 3.31
University of Delaware 2005 — 2010
Bachelor of Science (B.S.), Finance, 2.83
J.P. Morgan March 2015 - Present
Oppenheimer & Co. Inc. May 2014 - March 2015
GE October 2012 - May 2014
Seekingalpha 2013 - 2013
GE July 2010 - September 2012
United Technologies June 2009 - May 2010
UConn School of Business September 2009 - January 2010
Skills
Managerial Finance, Internal Controls, Microsoft Excel, SAP, Excel, Oracle Applications, Cash Flow, Auditing, Financial Risk, Series 7, Series 63, series 86
Education
The University of Connecticut 2007 — 2010
Bachelor of Science, Business Administration; Finance
University of Connecticut 2007 — 2010
Bachelor of Science, Finance
University of Delaware 2014 - Present
Delaware Technical & Community College November 2011 - Present
CRISMA, LLC 2010 - 2014
JPMorgan Chase June 2003 - May 2010
J.P. Morgan June 1996 - May 2003
Chase Manhattan Bank 1990 - 1996
Scott Paper Company 1983 - 1990
Skills
Vulnerability Assessment, Penetration Testing, Unix, Windows, Mainframe, Solaris, AS400, Quality Assurance, Business Continuity, Disaster Recovery, Information Security, Oracle SQL, Risk Management, Project Management, Security, CISA, Windows Server, Microsoft SQL Server, IBM iSeries, IT Service Management, Information Security..., Network Security, Active Directory, Access, Information Technology, Servers, Firewalls, Governance, VMware, Networking, IT Audit, Databases, Operating Systems, PCI DSS, Troubleshooting, IT Management
Education
Wilmington University 2010 — 2012
MS, IST - IT Information Assurance
University of Delaware 2000 — 2002
Certification, Webmaster / eCommerce
Tradeshift February 2014 - Present
J.P. Morgan January 2013 - January 2014
J.P. Morgan May 2007 - January 2013
Xign Corporation January 2004 - May 2007
Xign Corporation September 2002 - December 2003
Cap Gemini Ernst & Young April 2000 - September 2002
Cap Gemini Ernst & Young 1998 - 2000
Prudential Financial, Inc. 1995 - 1996
Prudential Financial, Inc. 1994 - 1995
Prudential Financial, Inc. 1993 - 1994
Skills
SaaS, Process Improvement, Start-ups, Finance, Outsourcing, Vendor Management, Relationship Management, Product Management, Program Management, ERP, Integration, CRM, Business Process..., Management Consulting, Project Management, Business Strategy, Cross-functional Team..., Business Process, Enterprise Software, Professional Services, Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Management, Marketing, and Entrepreneurship
University of Delaware 1987 — 1991
BS, Finance
J.P. Morgan July 2013 - Present
Global Platinum Securities May 2010 - Present
J.P. Morgan May 2010 - July 2013
Global Platinum Securities May 2008 - May 2010
University of Dayton 2007 - 2010
Plante & Moran June 2009 - August 2009
CBTS May 2008 - August 2008
Horan Associates May 2006 - August 2007
Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Bloomberg, Equity Research, Valuation, Private Banking, Asset Management, Finance, Corporate Finance, Wealth Management, Insurance, Equities, Alternative Investments
Education
University of Dayton 2006 — 2010
Business
St. Xavier High School 2002 — 2006
CFA Society
United Nations Federal Credit Union October 2010 - Present
J.P. Morgan January 2005 - August 2010
J.P. Morgan August 2003 - December 2004
ING Investment Management June 2002 - August 2002
Pratt & Whitney June 2001 - August 2001
Skills
Series 7, Series 63, Bloomberg
Education
The University of Connecticut 1999 — 2003
Bachelor of Science in Business Administration, Summa Cum Laude, Finnace, Cumulative GPA: 3.79 / Major GPA: 3.93
Consortium of International Universities, Venice, Italy 2002 — 2002
Internatioanl Business
Viking Global Investors May 2015 - Present
J.P. Morgan November 2007 - May 2015
JPMorgan March 2006 - October 2007
JP Morgan March 2005 - February 2006
JP Morgan January 2003 - February 2005
JP Morgan July 2001 - January 2003
Education
University of Delaware 1997 — 2001
Bachelor of Science, Economics, MIS, Political Science
J.P. Morgan September 2011 - Present
JPMorgan Chase February 2008 - August 2011
JPMorgan Chase July 2005 - February 2008
NW Financial Group 2002 - 2005
Skills
Credit, Loans, Mortgage Lending, Banking, Financial Services
Education
University of Delaware 1998 — 2002
Bachelor of Science, Business Administration
Girard Partners, Ltd August 2014 - Present
J.P. Morgan April 2013 - August 2014
J.P. Morgan June 2003 - April 2013
Merrill Lynch 2006 - 2007
J.P. Morgan December 1999 - June 2003
Education
University of Delaware 1995 — 1999
Bachelor of Science (BS), Finance
Hanover Park High School 1991 — 1995
Ignite Inc 2005 - Present
5 Star August 2002 - Present
J.P. Morgan June 2001 - August 2002
The Summit Group March 1998 - June 2001
Skills
Social Networking, InDesign, Business Strategy, New Home Sales, Construction, Marketing, New Business Development, Event Management, Sellers, Foreclosures, Small Business, Marketing Strategy, Project Planning, Marketing Communications, Online Advertising, Social Media, Web Development, Microsoft Office, Web Design, Project Management, Customer Service, Budgets, E-commerce, Event Planning, Corporate Branding, Sales Management, Logo Design, Start-ups, Integrated Marketing, Short Sales, Digital Marketing, Social Media Marketing
Education
The University of Connecticut 1982 — 1986
Bachelor of Arts (B.A.), Economics with Concentration in Math and Finance
Societe Generale Energy 2004 - Present
J.P. Morgan 1996 - 2002
Skills
Commodities, Derivatives, Industry Analysis, Financial Analysis, Emerging Markets, Credit Risk, Energy, Hedge Funds, Structured Finance, Renewable Energy, Financial Modeling, Oil, Syndications, Natural Gas, Power, NGLs, Latin America, Emissions, Ethanol, Commodity, Fixed Income, Hedging, Petroleum, Structured Products, Options, Capital Markets, Competitive Analysis, Financial Risk, Trading
Education
The University of Connecticut 2004 — 2007
Master of Business Admnistration (MBA), Finance
J.P. Morgan July 2015 - Present
UBS Investment Bank September 2012 - Present
UBS Investment Bank August 2011 - August 2012
Catholic Health Partners June 2011 - August 2011
Hanley Group Derivatives Trading Center August 2010 - May 2011
Flyer Enterprises August 2009 - May 2011
Cincinnati Financial Corporation May 2010 - August 2010
Private Owner May 2009 - July 2009
Merrill Lynch February 2007 - August 2007
Skills
Marketing, Sales
Education
University of Dayton 2007 — 2011
School, Business Administration; Finance
J.P. Morgan January 2015 - Present
Citi April 2011 - December 2014
Technology Software Inc March 2009 - March 2011
Nationwide Insurance January 1999 - January 2009
Education
University Of Dayton 1996 — 1998
Masters, Civil Engg
University of Dayton 1996 — 1998
Masters, Engineering
Touchstone Investments September 2014 - Present
Touchstone Investments January 2012 - September 2014
Fidelity Investments January 2011 - January 2012
J.P. Morgan October 2010 - January 2011
Citizens Banking Company April 2010 - October 2010
Education
University of Dayton 2005 — 2009
BSBA, Finance
Bizfi August 2013 - Present
Bank of America September 2012 - August 2013
J.P. Morgan June 2011 - September 2012
Citi May 2010 - August 2010
Education
University of Delaware 2007 — 2011
Finance
BlackRock March 2009 - Present
JPMorgan Chase July 2007 - May 2009
J.P. Morgan March 2008 - March 2009
Skills
Banking, Financial Analysis, Risk Management, Mortgage Banking, Analysis, Retail Banking, Insurance, Process Improvement, Data Analysis, Business Analysis, Fixed Income, Investment Banking, Microsoft Excel, Equities, Capital Markets, Leadership, Bloomberg, Series 7, Hedge Funds, Derivatives
Education
University of Phoenix 2006 — 2007
MBA, Business Administration
University of Delaware 1999 — 2003
Undergraduate, Political Science
BlackRock September 2011 - October 2014
JPMorgan ChaseA May 2010 - September 2011
J.P. Morgan October 2007 - May 2010
Skills
Bloomberg, Equities, Fixed Income, Derivatives, Financial Markets, Valuation, Financial Modeling, Capital Markets, Bloomberg Terminal, Bonds, Electronic Trading, Market Data, Corporate Finance, Hedge Funds, Securities, Equity Trading, Trading Systems, Equity Derivatives, FX Options, Investments, Microsoft Excel, Team Leadership
Education
The University of Connecticut 2001 — 2005
Bachelor of Arts (B.A.), Economics
J.P. Morgan July 2013 - Present
British Consulate-General October 2012 - June 2013
British Consulate-General December 2010 - October 2012
RAPP June 2009 - August 2009
Skills
Social Media, Spanish, Microsoft Excel, Facebook, Event Planning, Microsoft Office, PowerPoint
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Marketing, International Business
University of Delaware
J.P. Morgan October 2014 - Present
University of Connecticut September 2012 - May 2014
Berkshire Hathaway Specialty Insurance June 2013 - August 2013
ESPN December 2009 - May 2012
Education
University of Connecticut 2012 — 2014
Master's Degree, Applied Financial Mathematics
Wesleyan University 2005 — 2009
Bachelor of Arts (BA), Mathematics
Pickler & Co May 2015 - Present
Applegate Kitchens February 2014 - May 2015
PNC Investments September 2012 - December 2013
J.P. Morgan September 2011 - September 2012
The Bancorp Bank September 2010 - September 2011
Merrill Lynch August 2009 - December 2009
Skills
Financial Services, Financial Analysis, Banking, Credit, Customer Service, Investments
Education
University of Delaware 2006 — 2010
B.S, Business Administration; Finance
Delaware Department of Justice June 2015 - Present
J.P. Morgan December 2011 - July 2014
Freeh Group International Solutions June 2010 - September 2010
Skills
Bloomberg, Equities, Fixed Income, Portfolio Management, Bloomberg Terminal, Hedge Funds, Investments, Capital Markets, Mutual Funds, Asset Management, Financial Modeling, Valuation, Financial Analysis, Financial Services
Education
Widener University School of Law 2014 — 2017
University of Delaware 2007 — 2011
Bachelor of Arts (B.A.), Spanish Studies
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (BS), International Business
tower hill school
tower hill school
Benefit Allocation Systems October 2012 - Present
J.P. Morgan February 1993 - February 2006
Skills
Employee Benefits, Benefits Administration, Human Resources, Employee Relations, Performance Management, Recruiting, HRIS, Onboarding, HR Policies, Performance Appraisal
Education
University of Delaware
Bachelor of Science (BS), Human Resources
J.P. Morgan June 2014 - Present
J.P. Morgan January 2014 - June 2014
JPMorgan Chase July 2013 - January 2014
JPMorgan Chase July 2012 - July 2013
Skills
Investment Banking, Economics, Research, Microsoft Excel, Access, Emerging Markets, Trading, Corporate Actions, Project Management, Communication
Education
University of Delaware 2008 — 2012
International Relations, International Political Economy
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Bachelor of Arts (BA), Economics
J.P. Morgan December 1975 - January 1999
Education
Columbia University 1969 — 1971
Master of Business Administration (MBA), Finance, General
University of Connecticut 1961 — 1965
BS, Accounting
HTG Consultants, LLC July 2002 - Present
J.P. Morgan September 1997 - July 2002
Education
University of Delaware 1991 — 1995
Bachelor of Science, Finance
Morgan Stanley. 2004 - Present
Freddie Mac November 2001 - April 2004
J.P. Morgan February 1984 - October 2001
PwC August 1978 - February 1984
Education
University of Delaware 1974 — 1978
BS Accounting
JPMorgan January 2011 - Present
JPMorgan October 2009 - January 2011
J.P. Morgan January 2007 - October 2009
J.P. Morgan March 2005 - January 2007
Skills
Credit Analysis, Credit, Underwriting, Mortgage Underwriting, Loans, Credit Risk, Portfolio Management, Loan Origination, Financial Risk, Mortgage Lending, Banking, Capital Markets
Education
The University of Connecticut
Bachelor of Science in Business Administration
University of Delaware September 2010 - Present
J.P. Morgan June 2012 - August 2013
University of Delaware 2012 - 2012
Skills
Microsoft Office, Windows, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, English, Research, Outlook, Budgets, HTML, Public Speaking, Strategic Planning, Negotiation, Editing, Java
Education
University of Delaware 2010 — 2014
Bachelor of Arts (B.A.), Mass Communication/Media Studies
J.P. Morgan December 2014 - Present
Vanguard May 2014 - December 2014
Vanguard November 2013 - May 2014
Vanguard June 2013 - November 2013
Cavalier's Country Club June 2012 - May 2013
Make-A-Wish Foundation June 2012 - August 2012
Operation Warm October 2011 - June 2012
Cheeburger Cheeburger March 2011 - June 2012
Local Television News Media Project June 2011 - August 2011
Skills
Microsoft Office, Photoshop, InDesign, QuickBooks, Minitab, Basic French, Communication Skills, Public Speaking, Series 7, Series 63, Customer Service, Problem Solving, Communication
Education
University of Delaware 2009 — 2013
Bachelor of Arts (BA), Mass Communication/Media Studies
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Marketing
Citi November 2014 - Present
Citi June 2013 - Present
J.P. Morgan January 2011 - June 2013
J.P. Morgan August 2005 - December 2010
Skills
Relationship Management, Fixed Income, Financial Modeling, Corporate Finance, Analytics, Securities, Mutual Funds, Capital Markets, Banking
Education
The University of Connecticut 2001 — 2005
Bachelor of Science (B.S.), Finance, General
J.P. Morgan October 2009 - Present
Skills
Portfolio Management, Asset Management, Bloomberg, Fixed Income, Derivatives, Investments, Bonds, Asset Allocation, Mutual Funds, Trading, Financial Markets, Series 7, Structured Products, Investment Management, Series 63
Education
Capital University 2000 — 2002
Master of Business Administration (M.B.A.)
University of Dayton 1995 — 1999
Bachelor's degree, Finance, General
University of Dayton 1995 — 1999
Bachelor's degree, Finance, General
J.P. Morgan August 2004 - Present
Education
The University of Connecticut 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
N/A April 2012 - Present
Bank of America January 2000 - March 2012
J.P. Morgan January 1999 - December 1999
Hewlett-Packard 1967 - 1997
Skills
Software Development, Program Management, Integration, C++, Web Applications, Unix, Disaster Recovery, Testing, SDLC
Education
National Technological University 1988 — 1995
Master of Science, Computer Science
University of Delaware 1963 — 1967
Bachelor of Chemical Engineering
J.P. Morgan February 2014 - Present
JPMorgan Chase March 2009 - February 2014
Fifth Third Bank September 2007 - February 2009
Fidelity Investments October 2005 - September 2007
Education
University of Dayton 2000 — 2005
Bachelor of Science (BS), Finance and Economics
Army National Guard October 2013 - Present
American Telecast Products LLC February 2013 - Present
US Army August 2013 - January 2014
J.P. Morgan June 2010 - August 2012
Education
University of Dayton 2008 — 2012
Bachelor's Degree, Operations and Supply Chain Management
University of Dayton 2008 — 2012
Bachelor's Degree, Finance, General
University of Dayton 2008 — 2012
Minor, Army ROTC, Military Science and Operations
J.P. Morgan June 2015 - Present
Abercrombie & Fitch July 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Delaware 2013 — 2017
Finance