J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Christopher Terrazzano Christopher Terrazzano's J.P. Morgan Experience May 2012 - August 2012
Job Associate at AllianceBernstein
Industry Financial Services
Experience
AB June 2013 - Present
Student Managed Investment Fund August 2011 - May 2013
J.P. Morgan May 2012 - August 2012
Kimberly-Clark May 2010 - July 2011
University of Georgia January 2011 - May 2011
Skills
Clinical Trials, PowerPoint, Microsoft Excel, Microsoft Office, Research, Financial Modeling, Microsoft Word, Data Management, Financial Analysis, Portfolio Management, Finance, Sales
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, International Business
Università di Torino 2011 — 2011
International Business
AB June 2013 - Present
Student Managed Investment Fund August 2011 - May 2013
J.P. Morgan May 2012 - August 2012
Kimberly-Clark May 2010 - July 2011
University of Georgia January 2011 - May 2011
Skills
Clinical Trials, PowerPoint, Microsoft Excel, Microsoft Office, Research, Financial Modeling, Microsoft Word, Data Management, Financial Analysis, Portfolio Management, Finance, Sales
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, International Business
Università di Torino 2011 — 2011
International Business
Brendan Corrigan Brendan Corrigan's J.P. Morgan Experience January 2012 - Present
Job
Industry Banking
Experience
J.P. Morgan January 2012 - Present
Bank of America Merrill Lynch September 2008 - January 2012
SunTrust Banks, Inc. September 2005 - August 2008
Raymond James 2004 - 2005
Skills
Cash Management, Finance, Capital Markets, Credit Analysis, Investment Banking, Portfolio Management, Loans, Financial Modeling, Credit, Fixed Income, Valuation, Banking, Equities, Corporate Finance, Financial Analysis, Investments, Asset Managment, Commercial Banking, Derivatives, Bonds, Commercial Lending, Treasury Management, Strategy, Fire Safety, Asset Management, Critical Thinking, Credit Risk
Education
University of Florida - Warrington College Of Business 2001 — 2005
Bachelor of Science
J.P. Morgan January 2012 - Present
Bank of America Merrill Lynch September 2008 - January 2012
SunTrust Banks, Inc. September 2005 - August 2008
Raymond James 2004 - 2005
Skills
Cash Management, Finance, Capital Markets, Credit Analysis, Investment Banking, Portfolio Management, Loans, Financial Modeling, Credit, Fixed Income, Valuation, Banking, Equities, Corporate Finance, Financial Analysis, Investments, Asset Managment, Commercial Banking, Derivatives, Bonds, Commercial Lending, Treasury Management, Strategy, Fire Safety, Asset Management, Critical Thinking, Credit Risk
Education
University of Florida - Warrington College Of Business 2001 — 2005
Bachelor of Science
Antonio Porch Antonio Porch's J.P. Morgan Experience February 2014 - Present
Job Recruiter at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan February 2014 - Present
TEKsystems April 2013 - January 2014
TEKsystems June 2012 - April 2013
TEKsystems April 2011 - June 2012
Convergys August 2010 - March 2011
U.S. Census January 2010 - July 2010
U.S. Census January 2010 - July 2010
Convergys September 2009 - January 2010
Coors Fitness Center May 2007 - September 2007
Gove Middle School March 2006 - June 2006
Skills
Infrastructure, VoIP, Routers, Cisco Technologies, Troubleshooting, Servers, System Deployment, VMware, Call Center, Network Administration, Active Directory, VPN, Security, Data Center, Networking, Call Centers, Staffing Services, Management, System Administration, Technical Support, Citrix, Staff Augmentation, Leadership, Talent Management, Switches, Windows Server, Disaster Recovery, Network Engineering, Software Documentation, Operating Systems, Network Security, Visio, Training, IT Service Management, IT Operations, Time Management, Information Technology, Microsoft Technologies, Virtualization, Hardware, Windows 7, Microsoft Exchange, Cloud Computing, Vendor Management, XP, SharePoint, Integration, Help Desk Support, Windows XP, Internet Recruiting
Education
Daniels College of Business 2003 — 2007
Bachelor's, Real Estate/Marketing
University of Denver 2003 — 2007
BSBA, Real Estate/Marketing
Denver East
J.P. Morgan February 2014 - Present
TEKsystems April 2013 - January 2014
TEKsystems June 2012 - April 2013
TEKsystems April 2011 - June 2012
Convergys August 2010 - March 2011
U.S. Census January 2010 - July 2010
U.S. Census January 2010 - July 2010
Convergys September 2009 - January 2010
Coors Fitness Center May 2007 - September 2007
Gove Middle School March 2006 - June 2006
Skills
Infrastructure, VoIP, Routers, Cisco Technologies, Troubleshooting, Servers, System Deployment, VMware, Call Center, Network Administration, Active Directory, VPN, Security, Data Center, Networking, Call Centers, Staffing Services, Management, System Administration, Technical Support, Citrix, Staff Augmentation, Leadership, Talent Management, Switches, Windows Server, Disaster Recovery, Network Engineering, Software Documentation, Operating Systems, Network Security, Visio, Training, IT Service Management, IT Operations, Time Management, Information Technology, Microsoft Technologies, Virtualization, Hardware, Windows 7, Microsoft Exchange, Cloud Computing, Vendor Management, XP, SharePoint, Integration, Help Desk Support, Windows XP, Internet Recruiting
Education
Daniels College of Business 2003 — 2007
Bachelor's, Real Estate/Marketing
University of Denver 2003 — 2007
BSBA, Real Estate/Marketing
Denver East
Kylie Gerst Kylie Gerst's J.P. Morgan Experience March 2013 - May 2013
Job Consultant at Altus Group
Industry Real Estate
Experience
Altus Group July 2014 - Present
SDR Ventures, Inc February 2014 - May 2014
J.P. Morgan March 2013 - May 2013
Citi September 2012 - December 2012
Education
University of Denver 2010 — 2014
BSBA, Accounting and Finance
Vesalius College 2012 — 2012
Altus Group July 2014 - Present
SDR Ventures, Inc February 2014 - May 2014
J.P. Morgan March 2013 - May 2013
Citi September 2012 - December 2012
Education
University of Denver 2010 — 2014
BSBA, Accounting and Finance
Vesalius College 2012 — 2012
Jerod Watson Jerod Watson's J.P. Morgan Experience June 2013 - June 2014
Job Sales & Strategy Assistant at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2014 - Present
J.P. Morgan June 2013 - June 2014
J.P. Morgan July 2012 - June 2013
J.P. Morgan July 2010 - July 2012
J.P. Morgan February 2009 - July 2010
J.P. Morgan January 2008 - January 2009
Skills
Equities, Fixed Income, Investment Banking, Securities, Trading Systems, Trading, Investments, Capital Markets, Banking, Sales Operations, Relationship Management, Client Service Oriented, Bloomberg, Quality Center, Java, C++, COBOL, MIPS, SQL*Plus, Management, Microsoft Office, Public Speaking, Leadership, Financial Analysis, Microsoft Excel
Education
University of Florida 2003 — 2007
Bachelor of Science (BSc), Computer and Information Sciences
RBC Capital Markets June 2014 - Present
J.P. Morgan June 2013 - June 2014
J.P. Morgan July 2012 - June 2013
J.P. Morgan July 2010 - July 2012
J.P. Morgan February 2009 - July 2010
J.P. Morgan January 2008 - January 2009
Skills
Equities, Fixed Income, Investment Banking, Securities, Trading Systems, Trading, Investments, Capital Markets, Banking, Sales Operations, Relationship Management, Client Service Oriented, Bloomberg, Quality Center, Java, C++, COBOL, MIPS, SQL*Plus, Management, Microsoft Office, Public Speaking, Leadership, Financial Analysis, Microsoft Excel
Education
University of Florida 2003 — 2007
Bachelor of Science (BSc), Computer and Information Sciences
Daniel Rosenblum's J.P. Morgan Experience August 2013 - February 2014
Job Broker at 5th Avenue Properties
Industry Real Estate
Experience
Group One Ventures, LLC September 2014 - Present
5th Avenue Properties June 2014 - Present
J.P. Morgan August 2013 - February 2014
Janus Capital Group February 2013 - May 2013
PNC June 2012 - August 2012
Faction Media 2007 - 2011
Skills
Financial Analysis, Financial Markets, Financial Modeling, VBA, Industry Research, Corporate Finance, Advertising, Marketing, Video
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance Minors: Accounting & Business Ethics and Legal Studies
Group One Ventures, LLC September 2014 - Present
5th Avenue Properties June 2014 - Present
J.P. Morgan August 2013 - February 2014
Janus Capital Group February 2013 - May 2013
PNC June 2012 - August 2012
Faction Media 2007 - 2011
Skills
Financial Analysis, Financial Markets, Financial Modeling, VBA, Industry Research, Corporate Finance, Advertising, Marketing, Video
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance Minors: Accounting & Business Ethics and Legal Studies
Jeffrey Biernat Jeffrey Biernat's J.P. Morgan Experience 1999 - 2001
Job CEO | Unique Money Management. Independent Advice.
Industry Financial Services
Experience
Gwynedd Wealth Partners 2012 - Present
Bank of New York Mellon 2005 - 2011
Curian Capital 2002 - 2005
J.P. Morgan 1999 - 2001
SEI Investments 1995 - 1999
Citicorp Investment Services 1989 - 1995
Skills
Asset Managment, Equities, Mutual Funds, Asset Management, Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investment Advisory, Investment Management, Fixed Income, Private Equity, Strategic Financial..., ETFs, Money Management, Retirement Planning, Financial Planning, Financial Services, Finance
Education
University of Denver - Daniels College of Business 1980 — 1984
BSBA, Finance
Gwynedd Wealth Partners 2012 - Present
Bank of New York Mellon 2005 - 2011
Curian Capital 2002 - 2005
J.P. Morgan 1999 - 2001
SEI Investments 1995 - 1999
Citicorp Investment Services 1989 - 1995
Skills
Asset Managment, Equities, Mutual Funds, Asset Management, Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investment Advisory, Investment Management, Fixed Income, Private Equity, Strategic Financial..., ETFs, Money Management, Retirement Planning, Financial Planning, Financial Services, Finance
Education
University of Denver - Daniels College of Business 1980 — 1984
BSBA, Finance
Israel Millan Israel Millan's J.P. Morgan Experience October 2013 - January 2014
Job Mutual Fund Analyst at Lipper, A Thomson Reuters Company
Industry Financial Services
Experience
Broadridge October 2014 - Present
Fidelity Investments January 2014 - October 2014
J.P. Morgan October 2013 - January 2014
i9 Sports January 2010 - December 2011
The North Face June 2011 - August 2011
Senatorial Campaign April 2010 - July 2010
Presidential Campaign April 2008 - November 2008
Pueblo Community College May 2008 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Public Speaking, Social Networking, Social Media Marketing, Social Media, Event Planning
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance
Central High School 2006 — 2009
High School/Secondary Diplomas and Certificates
Broadridge October 2014 - Present
Fidelity Investments January 2014 - October 2014
J.P. Morgan October 2013 - January 2014
i9 Sports January 2010 - December 2011
The North Face June 2011 - August 2011
Senatorial Campaign April 2010 - July 2010
Presidential Campaign April 2008 - November 2008
Pueblo Community College May 2008 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Public Speaking, Social Networking, Social Media Marketing, Social Media, Event Planning
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance
Central High School 2006 — 2009
High School/Secondary Diplomas and Certificates
Emily Stewart Emily Stewart's J.P. Morgan Experience 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2013 - Present
J.P. Morgan 2010 - 2013
Education
University of Denver 2007 — 2010
Bachelor of Science (B.S.), Finance
J.P. Morgan 2013 - Present
J.P. Morgan 2010 - 2013
Education
University of Denver 2007 — 2010
Bachelor of Science (B.S.), Finance
Elyse Levy Elyse Levy's J.P. Morgan Experience November 2011 - November 2011
Job Maritime Scheduler at RaceTrac Petroleum (Metroplex Energy)
Industry Oil & Energy
Experience
RaceTrac Petroleum September 2014 - Present
RaceTrac Petroleum October 2012 - Present
Levy Chiropractic Center May 2012 - October 2012
Merrill Lynch January 2012 - April 2012
J.P. Morgan November 2011 - November 2011
Roegiers Goldin Chappel Nall CPA June 2011 - August 2011
Plato's Closet June 2008 - August 2011
Tutor Matching Service September 2010 - April 2011
Children's Miracle Network September 2010 - April 2011
Skills
Microsoft Excel, Leadership, Business Communications, Analysis, International Travel, PowerPoint, Social Media Marketing, Social Media, Budgets, Microsoft Office, Outlook, Team Leadership, Customer Service, Creative Problem Solving, Facebook, Public Speaking, Microsoft Word, Time Management, Email Marketing, Dance, Dance Instruction, Collaborative Working, Excel, Word, Conflict Resolution, Multitasker, Independent Thinker, Group Presentations, Organizing, Analytics, Mathematics, People Skills, Social Skills, Work Well Independently, Independent Thinking, Creativity, Energy, Hardwork, Crunching Numbers, Finance, Social Networking, Teamwork, Data Analysis, Negotiation, Training, Inventory Management, Team Building
Education
University of Florida 2008 — 2012
Bachelor of Science, Business Administration- Finance
RaceTrac Petroleum September 2014 - Present
RaceTrac Petroleum October 2012 - Present
Levy Chiropractic Center May 2012 - October 2012
Merrill Lynch January 2012 - April 2012
J.P. Morgan November 2011 - November 2011
Roegiers Goldin Chappel Nall CPA June 2011 - August 2011
Plato's Closet June 2008 - August 2011
Tutor Matching Service September 2010 - April 2011
Children's Miracle Network September 2010 - April 2011
Skills
Microsoft Excel, Leadership, Business Communications, Analysis, International Travel, PowerPoint, Social Media Marketing, Social Media, Budgets, Microsoft Office, Outlook, Team Leadership, Customer Service, Creative Problem Solving, Facebook, Public Speaking, Microsoft Word, Time Management, Email Marketing, Dance, Dance Instruction, Collaborative Working, Excel, Word, Conflict Resolution, Multitasker, Independent Thinker, Group Presentations, Organizing, Analytics, Mathematics, People Skills, Social Skills, Work Well Independently, Independent Thinking, Creativity, Energy, Hardwork, Crunching Numbers, Finance, Social Networking, Teamwork, Data Analysis, Negotiation, Training, Inventory Management, Team Building
Education
University of Florida 2008 — 2012
Bachelor of Science, Business Administration- Finance
Kenyada Meadows CPA, CIA, CFE, CAMS Kenyada Meadows CPA, CIA, CFE, CAMS's J.P. Morgan Experience June 2015 - Present
Job Vice President Internal Audit J.P. Morgan
Industry Accounting
Experience
J.P. Morgan June 2015 - Present
Maryknoll Fathers and Brothers September 2014 - May 2015
Maryknoll Fathers and Brothers April 2013 - May 2015
Afloat, Atop a Marbled Sea April 2014 - April 2014
Red Rabbit, LLC July 2011 - April 2013
ACFE 2011 - 2012
DONOR ALLIANCE 2003 - November 2011
QWEST COMMUNICATIONS September 2006 - April 2011
UNIVERSITY OF DENVER 2010 - 2010
DELOITTE & TOUCHE, LLP September 2001 - September 2006
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Leadership, Risk Management, Financial Reporting, Strategic Planning, Accounting, CPA, Analysis, Fraud, Risk Assessment, External Audit, Certified Fraud Examiner, Strategic Thinking, Strategy, Business Process, Management, Audit Committee, GAAP, IFRS, Cash Flow, Training, Financial Analysis, Financial Statements, Ideation, Deliberative, Thought Leadership, Creativity, Certified Internal..., Executive Management, Contract Management, Anti Money Laundering
Education
University of Denver - Daniels College of Business 1998 — 2001
MAcc, Accounting
The College of The Bahamas 1996 — 1998
Associate of Arts and Sciences (AAS), Accounting
J.P. Morgan June 2015 - Present
Maryknoll Fathers and Brothers September 2014 - May 2015
Maryknoll Fathers and Brothers April 2013 - May 2015
Afloat, Atop a Marbled Sea April 2014 - April 2014
Red Rabbit, LLC July 2011 - April 2013
ACFE 2011 - 2012
DONOR ALLIANCE 2003 - November 2011
QWEST COMMUNICATIONS September 2006 - April 2011
UNIVERSITY OF DENVER 2010 - 2010
DELOITTE & TOUCHE, LLP September 2001 - September 2006
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Leadership, Risk Management, Financial Reporting, Strategic Planning, Accounting, CPA, Analysis, Fraud, Risk Assessment, External Audit, Certified Fraud Examiner, Strategic Thinking, Strategy, Business Process, Management, Audit Committee, GAAP, IFRS, Cash Flow, Training, Financial Analysis, Financial Statements, Ideation, Deliberative, Thought Leadership, Creativity, Certified Internal..., Executive Management, Contract Management, Anti Money Laundering
Education
University of Denver - Daniels College of Business 1998 — 2001
MAcc, Accounting
The College of The Bahamas 1996 — 1998
Associate of Arts and Sciences (AAS), Accounting
Katie Feltch Katie Feltch's J.P. Morgan Experience June 2013 - August 2013
Job Assistant Account Executive
Industry Marketing and Advertising
Experience
Lowe Campbell Ewald February 2015 - Present
Momentum Worldwide October 2014 - February 2015
Genesis Inc March 2014 - September 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan January 2013 - March 2013
Prairie Capital Management LLC June 2011 - August 2011
Skills
Investments, Microsoft Word, Marketing, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Social Networking, Event Planning
Education
University of Denver 2010 — 2014
Finance and Marketing
Lowe Campbell Ewald February 2015 - Present
Momentum Worldwide October 2014 - February 2015
Genesis Inc March 2014 - September 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan January 2013 - March 2013
Prairie Capital Management LLC June 2011 - August 2011
Skills
Investments, Microsoft Word, Marketing, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Social Networking, Event Planning
Education
University of Denver 2010 — 2014
Finance and Marketing
Alex Abreu Alex Abreu's J.P. Morgan Experience August 2011 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
Praxis Partners, LLC May 2004 - July 2011
Bank of America September 1987 - May 2004
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Due Diligence, Portfolio Management, Investments, Equities, Financial Structuring, IPO, Strategy, Securities, Banking
Education
University of Florida - Warrington College Of Business
BS, Finance
J.P. Morgan August 2011 - Present
Praxis Partners, LLC May 2004 - July 2011
Bank of America September 1987 - May 2004
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Due Diligence, Portfolio Management, Investments, Equities, Financial Structuring, IPO, Strategy, Securities, Banking
Education
University of Florida - Warrington College Of Business
BS, Finance
Matthew Farris's J.P. Morgan Experience January 2014 - June 2015
Job GEARS Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
J.P. Morgan January 2014 - June 2015
J.P. Morgan November 2012 - January 2014
J.P. Morgan April 2011 - November 2012
SABIC May 2008 - May 2009
Beavercreek Parks, Recreation, and Culture 2009 - 2009
Skills
Microsoft Excel, Business Objects, Microsoft Word, Crystal Reports, Access, Advertising, Press Releases, Analysis, Business Analysis, Social Networking, Microsoft Office, Public Speaking, Leadership, Research, Time Management
Education
University of Evansville 2006 — 2010
Bachelor's Degree, Business Administration and Management, General, 3.704
Oakwood High School 2002 — 2006
High School
JPMorgan Chase & Co. June 2015 - Present
J.P. Morgan January 2014 - June 2015
J.P. Morgan November 2012 - January 2014
J.P. Morgan April 2011 - November 2012
SABIC May 2008 - May 2009
Beavercreek Parks, Recreation, and Culture 2009 - 2009
Skills
Microsoft Excel, Business Objects, Microsoft Word, Crystal Reports, Access, Advertising, Press Releases, Analysis, Business Analysis, Social Networking, Microsoft Office, Public Speaking, Leadership, Research, Time Management
Education
University of Evansville 2006 — 2010
Bachelor's Degree, Business Administration and Management, General, 3.704
Oakwood High School 2002 — 2006
High School
Barrett Gold Barrett Gold's J.P. Morgan Experience June 2013 - Present
Job Analyst at JP Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Skills
Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word
Education
University of Georgia - Terry College of Business 2009 — 2012
BBA, Banking and Finance
J.J. Pearce Highschool 2005 — 2009
University of Virginia
Study Abroad - Semester at Sea, Classes in Entreprenership, Sustainablity, and Leadership
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Skills
Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word
Education
University of Georgia - Terry College of Business 2009 — 2012
BBA, Banking and Finance
J.J. Pearce Highschool 2005 — 2009
University of Virginia
Study Abroad - Semester at Sea, Classes in Entreprenership, Sustainablity, and Leadership
Jason Nunnery Jason Nunnery's J.P. Morgan Experience May 2014 - Present
Job Incoming Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan May 2014 - Present
University of Florida, Heavener School of Business August 2013 - Present
University of Florida January 2014 - Present
Warrington College of Business Administration April 2013 - Present
Skills
Microsoft Word, Teamwork, Customer Service, Leadership, Community Outreach, Microsoft Excel, Microsoft Office, English, Finance, Economics, Entrepreneurship, Innovation, Event Planning, Event Management, Budgets, Public Relations, Sales, Nonprofits, Fundraising, Leadership Development, Time Management, Facebook, Social Media, Spanish, Social Networking, Critical Thinking, Marketing, Social Media Marketing
Education
University of Florida 2011 — 2015
Bachelor of Science in Business Administration, Finance, Finance
J.P. Morgan May 2014 - Present
University of Florida, Heavener School of Business August 2013 - Present
University of Florida January 2014 - Present
Warrington College of Business Administration April 2013 - Present
Skills
Microsoft Word, Teamwork, Customer Service, Leadership, Community Outreach, Microsoft Excel, Microsoft Office, English, Finance, Economics, Entrepreneurship, Innovation, Event Planning, Event Management, Budgets, Public Relations, Sales, Nonprofits, Fundraising, Leadership Development, Time Management, Facebook, Social Media, Spanish, Social Networking, Critical Thinking, Marketing, Social Media Marketing
Education
University of Florida 2011 — 2015
Bachelor of Science in Business Administration, Finance, Finance
Dan Phelon, CFA's J.P. Morgan Experience August 2007 - September 2011
Job Boston based financial analyst with full working rights (EAD) currently looking for new opportunities
Industry Financial Services
Experience
Zurich Insurance Company Ltd. May 2013 - April 2015
Friends Life group September 2011 - January 2013
J.P. Morgan August 2007 - September 2011
National Australia Bank June 2006 - August 2007
Skills
Equities, Fixed Income, Financial Modeling, Derivatives, Investments, Financial Analysis, Valuation, Bloomberg, Change Management, Financial Services, Project Management, Risk Management, Banking, Program Management, Business Analysis, Management
Education
University of Exeter 2003 — 2006
BA (Hons), Economics, 2:1
Pate's Grammar School 1995 — 2002
Zurich Insurance Company Ltd. May 2013 - April 2015
Friends Life group September 2011 - January 2013
J.P. Morgan August 2007 - September 2011
National Australia Bank June 2006 - August 2007
Skills
Equities, Fixed Income, Financial Modeling, Derivatives, Investments, Financial Analysis, Valuation, Bloomberg, Change Management, Financial Services, Project Management, Risk Management, Banking, Program Management, Business Analysis, Management
Education
University of Exeter 2003 — 2006
BA (Hons), Economics, 2:1
Pate's Grammar School 1995 — 2002
Marc Vinci's J.P. Morgan Experience June 2012 - Present
Job Financial Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2012 - Present
JPMorgan Chase January 2011 - May 2012
Blackrock Financial January 2008 - May 2008
Skills
Analysis, Equities, Portfolio Management, Investments, Management, Risk Management, Account Reconciliation, Trading, Outlook, Strategy, Financial Analysis, Market Research, Economics, Accounting, Banking
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Finance, Business
J.P. Morgan June 2012 - Present
JPMorgan Chase January 2011 - May 2012
Blackrock Financial January 2008 - May 2008
Skills
Analysis, Equities, Portfolio Management, Investments, Management, Risk Management, Account Reconciliation, Trading, Outlook, Strategy, Financial Analysis, Market Research, Economics, Accounting, Banking
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Finance, Business
Jason Brand's J.P. Morgan Experience October 2013 - Present
Job VP, Structured Products at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2013 - Present
UBS Investment Bank November 2011 - October 2013
KPMG December 2010 - November 2011
BDO USA, LLP October 2008 - December 2010
Skills
Valuation, Investments, Private Equity, Risk Management, Investment Management, Structured Products, Financial Modeling, Credit Analysis
Education
University of Delaware - Lerner College of Business and Economics
Bachelors of Science
J.P. Morgan October 2013 - Present
UBS Investment Bank November 2011 - October 2013
KPMG December 2010 - November 2011
BDO USA, LLP October 2008 - December 2010
Skills
Valuation, Investments, Private Equity, Risk Management, Investment Management, Structured Products, Financial Modeling, Credit Analysis
Education
University of Delaware - Lerner College of Business and Economics
Bachelors of Science
Harpreet Kullar Harpreet Kullar's J.P. Morgan Experience
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan
Skills
Financial Analysis
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Finance, General
J.P. Morgan
Skills
Financial Analysis
Education
University of Florida 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Stephanie Diehl Stephanie Diehl's J.P. Morgan Experience June 2015 - Present
Job Technology Analyst Intern at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan April 2014 - May 2015
Privately Hired June 2012 - February 2015
Tyler Fitzgerald's Bar & Grill June 2013 - December 2013
Carousel Greeting Cards June 2010 - May 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Research, Minitab, Teamwork, Time Management, Social Networking
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2016
Bachelor's Degree, Operations Management
Alexis I. DuPont High School 2008 — 2012
High School
J.P. Morgan June 2015 - Present
J.P. Morgan April 2014 - May 2015
Privately Hired June 2012 - February 2015
Tyler Fitzgerald's Bar & Grill June 2013 - December 2013
Carousel Greeting Cards June 2010 - May 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Research, Minitab, Teamwork, Time Management, Social Networking
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2016
Bachelor's Degree, Operations Management
Alexis I. DuPont High School 2008 — 2012
High School
Robert Deutsch Robert Deutsch's J.P. Morgan Experience
Job Managing Director, Head of Global ETFs
Industry Financial Services
Experience
J.P. Morgan
Skills
Asset Management, Distribution Strategies, ETFs, Mutual Funds, Money Market Funds, Leadership
Education
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
J.P. Morgan
Skills
Asset Management, Distribution Strategies, ETFs, Mutual Funds, Money Market Funds, Leadership
Education
University of Delaware - Lerner College of Business and Economics
University of Delaware - Lerner College of Business and Economics
Ashley Baros-Kabler's J.P. Morgan Experience June 2014 - August 2014
Job Global Corporate Trust Services Europe Intern, U.S. Bank
Industry Financial Services
Experience
University of Florida Gator Student Investment Fund January 2014 - Present
O2B Kids July 2013 - Present
U.S. Bank October 2014 - December 2014
J.P. Morgan June 2014 - August 2014
University of Florida ACCENT Speaker's Bureau September 2013 - May 2014
Gainesville Area Innovation Network August 2013 - May 2014
Washington University in St. Louis School of Medicine Radiation Oncology Department October 2012 - May 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Research, Public Speaking, Social Networking, Microsoft Access, Teaching, Business Strategy, Leadership, Spanish, Data Analysis, Management, Time Management, Finance, Start-ups, Access
Education
University of Florida 2013 — 2016
Bachelor of Arts, Finance
Washington University in St. Louis 2012 — 2013
Eastside High School 2008 — 2012
International Baccalaureate Diploma
University of Florida Gator Student Investment Fund January 2014 - Present
O2B Kids July 2013 - Present
U.S. Bank October 2014 - December 2014
J.P. Morgan June 2014 - August 2014
University of Florida ACCENT Speaker's Bureau September 2013 - May 2014
Gainesville Area Innovation Network August 2013 - May 2014
Washington University in St. Louis School of Medicine Radiation Oncology Department October 2012 - May 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Research, Public Speaking, Social Networking, Microsoft Access, Teaching, Business Strategy, Leadership, Spanish, Data Analysis, Management, Time Management, Finance, Start-ups, Access
Education
University of Florida 2013 — 2016
Bachelor of Arts, Finance
Washington University in St. Louis 2012 — 2013
Eastside High School 2008 — 2012
International Baccalaureate Diploma
Rachel Aber Rachel Aber's J.P. Morgan Experience June 2013 - Present
Job Financial control Analyst at JPMorgan Chase
Industry Accounting
Experience
J.P. Morgan June 2013 - Present
JPMorgan Chase January 2013 - June 2013
Border Cafe May 2008 - February 2013
GROWMARK, Inc. May 2012 - August 2012
Skills
Microsoft Office, Microsoft Dynamics, TaxWise, Minitab, Customer Service, Teamwork, Team Building, Close Attention to..., Puzzles
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
J.P. Morgan June 2013 - Present
JPMorgan Chase January 2013 - June 2013
Border Cafe May 2008 - February 2013
GROWMARK, Inc. May 2012 - August 2012
Skills
Microsoft Office, Microsoft Dynamics, TaxWise, Minitab, Customer Service, Teamwork, Team Building, Close Attention to..., Puzzles
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Ella Kerr's J.P. Morgan Experience September 2012 - November 2012
Job Ethics and Sustainability Intern at Lockheed Martin
Industry Financial Services
Experience
University of Denver June 2012 - Present
Lockheed Martin May 2013 - August 2013
Lockheed Martin March 2013 - June 2013
J.P. Morgan September 2012 - November 2012
Skills
Creative Writing, Technical Writing, Microsoft Excel, Accounting, Research, Public Speaking, Data Analysis, PowerPoint, Teaching, Access, Microsoft Office, Analysis, Editing, Financial Modeling, Financial Analysis, Higher Education, Fundraising, Event Planning, Process Improvement, Grant Writing, Business Analysis, English, Social Media, Project Planning, Microsoft Word
Education
University of Denver 2013 — 2014
Master of Business Administration (MBA), Finance, General
University of Denver 2009 — 2013
Bachelor of Science (B.S.), Finance, General
University of Denver June 2012 - Present
Lockheed Martin May 2013 - August 2013
Lockheed Martin March 2013 - June 2013
J.P. Morgan September 2012 - November 2012
Skills
Creative Writing, Technical Writing, Microsoft Excel, Accounting, Research, Public Speaking, Data Analysis, PowerPoint, Teaching, Access, Microsoft Office, Analysis, Editing, Financial Modeling, Financial Analysis, Higher Education, Fundraising, Event Planning, Process Improvement, Grant Writing, Business Analysis, English, Social Media, Project Planning, Microsoft Word
Education
University of Denver 2013 — 2014
Master of Business Administration (MBA), Finance, General
University of Denver 2009 — 2013
Bachelor of Science (B.S.), Finance, General
David Gewandter David Gewandter's J.P. Morgan Experience June 2007 - August 2007
Job Global Planning and Forecasting
Industry Restaurants
Experience
Bloomin' Brands, Inc. February 2015 - Present
SalonCentric - A Division of L'Oreal USA October 2013 - February 2015
SalonCentric - A Division of L'Oreal USA July 2013 - October 2013
IDSTC October 2012 - March 2013
University of Tampa January 2011 - November 2012
ABC Tutors Me August 2010 - January 2011
J.P. Morgan June 2007 - August 2007
Skills
Forecasting, Crystal Ball, Stata, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Economics, Statistics, Econometrics, Research, Decision Analysis, Decision Modeling, Management, Data Analysis, Revenue Forecasting, Analysis, Job Coaching, Change Management, Public Speaking, Leadership, Marketing Strategy, Customer Service
Education
University of Tampa 2011 — 2012
MBA
University of Tampa 2011 — 2012
MS, Finance
University of Florida - Warrington College Of Business 2006 — 2010
BS, Economics
Bloomin' Brands, Inc. February 2015 - Present
SalonCentric - A Division of L'Oreal USA October 2013 - February 2015
SalonCentric - A Division of L'Oreal USA July 2013 - October 2013
IDSTC October 2012 - March 2013
University of Tampa January 2011 - November 2012
ABC Tutors Me August 2010 - January 2011
J.P. Morgan June 2007 - August 2007
Skills
Forecasting, Crystal Ball, Stata, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Economics, Statistics, Econometrics, Research, Decision Analysis, Decision Modeling, Management, Data Analysis, Revenue Forecasting, Analysis, Job Coaching, Change Management, Public Speaking, Leadership, Marketing Strategy, Customer Service
Education
University of Tampa 2011 — 2012
MBA
University of Tampa 2011 — 2012
MS, Finance
University of Florida - Warrington College Of Business 2006 — 2010
BS, Economics
Camilo Fabian Jimenez Camilo Fabian Jimenez's J.P. Morgan Experience May 1993 - December 1993
Job Capital Markets Professional with 15 years experience
Industry Oil & Energy
Experience
UBS Bahamas Bank & Trust February 2011 - January 2012
Saxo Bank Switzerland February 2009 - February 2011
Mars Capital S.A Geneva Switzerland September 2007 - February 2009
Hong Kong and Shanghai Banking Corporation September 2003 - September 2007
Lehman Brothers April 2001 - September 2002
Refco December 1994 - April 1998
J.P. Morgan May 1993 - December 1993
Skills
Foreign Languages, Spanish, French, Italian, Proficient in Portuguese, Energy
Education
Investment Banking Insitute 2012 — 2012
Intense course focused on Financial Modeling & Valuation, M&A Integrated Financial Modeling
University of Florida 1990 — 1994
Bachelor's degree, Economics & Political Science
Università Commerciale 'Luigi Bocconi' Milan, Italy 1992 — 1993
Exchange Student, Economics
Barron Collier High School Naples, Florida 1987 — 1990
High School Diploma
College Public de Mordelles Mordelles, France 1986 — 1987
Certificat de scolarité
UBS Bahamas Bank & Trust February 2011 - January 2012
Saxo Bank Switzerland February 2009 - February 2011
Mars Capital S.A Geneva Switzerland September 2007 - February 2009
Hong Kong and Shanghai Banking Corporation September 2003 - September 2007
Lehman Brothers April 2001 - September 2002
Refco December 1994 - April 1998
J.P. Morgan May 1993 - December 1993
Skills
Foreign Languages, Spanish, French, Italian, Proficient in Portuguese, Energy
Education
Investment Banking Insitute 2012 — 2012
Intense course focused on Financial Modeling & Valuation, M&A Integrated Financial Modeling
University of Florida 1990 — 1994
Bachelor's degree, Economics & Political Science
Università Commerciale 'Luigi Bocconi' Milan, Italy 1992 — 1993
Exchange Student, Economics
Barron Collier High School Naples, Florida 1987 — 1990
High School Diploma
College Public de Mordelles Mordelles, France 1986 — 1987
Certificat de scolarité
Jonathan Cardona, CFA Jonathan Cardona, CFA's J.P. Morgan Experience July 2010 - July 2013
Job Citi Private Bank Latin America Equity Specialist
Industry Investment Management
Experience
Citi Private Bank Latin America July 2015 - Present
Citi Private Bank Latin America October 2013 - June 2015
J.P. Morgan July 2010 - July 2013
Guggenheim Partners Latin America, Inc June 2008 - August 2009
Skills
Financial Analysis, Investments, Financial Modeling, Valuation, Fixed Income, Bloomberg, Wealth Management, Credit Risk, Equities, Alternative Investments, Series 7, Asset Allocation, Securities, Portfolio Management, Asset Management, Hedge Funds, Finance, Capital Markets, Mutual Funds
Education
University of Florida 2006 — 2010
B.S., Finance
Citi Private Bank Latin America July 2015 - Present
Citi Private Bank Latin America October 2013 - June 2015
J.P. Morgan July 2010 - July 2013
Guggenheim Partners Latin America, Inc June 2008 - August 2009
Skills
Financial Analysis, Investments, Financial Modeling, Valuation, Fixed Income, Bloomberg, Wealth Management, Credit Risk, Equities, Alternative Investments, Series 7, Asset Allocation, Securities, Portfolio Management, Asset Management, Hedge Funds, Finance, Capital Markets, Mutual Funds
Education
University of Florida 2006 — 2010
B.S., Finance
Stephen Valan Stephen Valan's J.P. Morgan Experience July 2013 - August 2015
Job Client and Partner Group at Citadel LLC
Industry Financial Services
Experience
Citadel LLC September 2015 - Present
J.P. Morgan July 2013 - August 2015
J.P. Morgan June 2012 - June 2013
J.P. Morgan June 2010 - June 2012
Skills
Financial Analysis, Finance, Management, Investments, Financial Modeling, Portfolio Management, Capital Markets, Equities, Valuation, Banking
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor's Degree, Finance and Economics Double Major
Citadel LLC September 2015 - Present
J.P. Morgan July 2013 - August 2015
J.P. Morgan June 2012 - June 2013
J.P. Morgan June 2010 - June 2012
Skills
Financial Analysis, Finance, Management, Investments, Financial Modeling, Portfolio Management, Capital Markets, Equities, Valuation, Banking
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor's Degree, Finance and Economics Double Major
Ryan Hustana Ryan Hustana's J.P. Morgan Experience January 2012 - March 2012
Job Information Technology Consultant at Deloitte
Industry Financial Services
Experience
Deloitte February 2015 - Present
The Bean Consulting Group June 2013 - February 2015
Nordstrom May 2012 - June 2013
University of Denver September 2011 - June 2012
Excel Scholars January 2011 - June 2012
J.P. Morgan January 2012 - March 2012
Rocky Mountain Dynamics June 2011 - November 2011
Citrus Valley Medical Center November 2010 - January 2011
Habitat for Humanity November 2009 - December 2010
Skills
Microsoft Excel, Microsoft Word, Bloomberg, PowerPoint, Microsoft Office, Financial Modeling, Financial Analysis, Research, Equity Valuation
Education
University of Denver - Daniels College of Business 2008 — 2012
BS, Finance
University of Denver, Daniels College of Business Class of 2012 2008 — 2012
Bachelors of Science, Finance
Deloitte February 2015 - Present
The Bean Consulting Group June 2013 - February 2015
Nordstrom May 2012 - June 2013
University of Denver September 2011 - June 2012
Excel Scholars January 2011 - June 2012
J.P. Morgan January 2012 - March 2012
Rocky Mountain Dynamics June 2011 - November 2011
Citrus Valley Medical Center November 2010 - January 2011
Habitat for Humanity November 2009 - December 2010
Skills
Microsoft Excel, Microsoft Word, Bloomberg, PowerPoint, Microsoft Office, Financial Modeling, Financial Analysis, Research, Equity Valuation
Education
University of Denver - Daniels College of Business 2008 — 2012
BS, Finance
University of Denver, Daniels College of Business Class of 2012 2008 — 2012
Bachelors of Science, Finance
John Latronico's J.P. Morgan Experience August 2012 - September 2014
Job Loan Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
J.P. Morgan August 2012 - September 2014
J.P. Morgan December 2011 - July 2012
ING DIRECT January 2011 - February 2011
ATK June 2009 - August 2009
ATK June 2008 - August 2008
Skills
Visual Basic, Microsoft Excel, Pivot Tables, Vlookup, Macro, Budgeting, Budget Forecasts, Cost Reduction, Process Improvement, Internal Controls, Communication, Trading Operations, Teamwork
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
B.S., Finance and Management Information Systems
Morgan Stanley September 2014 - Present
J.P. Morgan August 2012 - September 2014
J.P. Morgan December 2011 - July 2012
ING DIRECT January 2011 - February 2011
ATK June 2009 - August 2009
ATK June 2008 - August 2008
Skills
Visual Basic, Microsoft Excel, Pivot Tables, Vlookup, Macro, Budgeting, Budget Forecasts, Cost Reduction, Process Improvement, Internal Controls, Communication, Trading Operations, Teamwork
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
B.S., Finance and Management Information Systems
Beata Shepherd's J.P. Morgan Experience April 2012 - Present
Job VP, Global Technology at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2012 - Present
J.P. Morgan July 2007 - November 2012
SunState Federal Credit Union July 2005 - July 2007
Skills
SDLC, Process Improvement, Software Project..., Project Management, Vendor Management, Business Analysis, Program Management, Requirements Gathering, IT Strategy, Requirements Analysis, Risk Management, Project Portfolio..., Testing, PMO, Project Delivery, Integration
Education
University of Florida - Warrington College Of Business 2010 — 2012
MBA, Business Administration and Management, General
University of Florida - College of Liberal Arts & Sciences 2003 — 2005
B.S., Interdisciplinary Studies. Focus in Quantitative Sciences-Mathematics, Computer Science
J.P. Morgan April 2012 - Present
J.P. Morgan July 2007 - November 2012
SunState Federal Credit Union July 2005 - July 2007
Skills
SDLC, Process Improvement, Software Project..., Project Management, Vendor Management, Business Analysis, Program Management, Requirements Gathering, IT Strategy, Requirements Analysis, Risk Management, Project Portfolio..., Testing, PMO, Project Delivery, Integration
Education
University of Florida - Warrington College Of Business 2010 — 2012
MBA, Business Administration and Management, General
University of Florida - College of Liberal Arts & Sciences 2003 — 2005
B.S., Interdisciplinary Studies. Focus in Quantitative Sciences-Mathematics, Computer Science
Sarah Collins Sarah Collins's J.P. Morgan Experience May 2013 - Present
Job
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Skills
Trusts, Tax Law, Tax, Estate Planning, Legal Research, Real Estate, International Tax, Probate Administration, Charitable Gift Planning, Retirement Planning
Education
University of Florida - Fredric G. Levin College of Law 2009 — 2010
LLM, Taxation
University of Florida - Fredric G. Levin College of Law 2002 — 2005
Doctor of Law (J.D.), Tax Law/Taxation
University of Florida - Warrington College Of Business 1999 — 2002
BSBA, Finance
J.P. Morgan May 2013 - Present
Skills
Trusts, Tax Law, Tax, Estate Planning, Legal Research, Real Estate, International Tax, Probate Administration, Charitable Gift Planning, Retirement Planning
Education
University of Florida - Fredric G. Levin College of Law 2009 — 2010
LLM, Taxation
University of Florida - Fredric G. Levin College of Law 2002 — 2005
Doctor of Law (J.D.), Tax Law/Taxation
University of Florida - Warrington College Of Business 1999 — 2002
BSBA, Finance
Gordon Dean Cooper Gordon Dean Cooper's J.P. Morgan Experience 2012 - Present
Job Optimizing business performance by developing and executing global talent and HR strategies
Industry Human Resources
Experience
J.P. Morgan 2012 - Present
Siegel+Gale 2010 - 2011
Kenneth Cole Productions 2009 - 2010
MasterCard Worldwide 2008 - 2009
Deloitte Consulting January 2004 - December 2007
Various HR Consulting Engagements 2000 - 2003
Skills
HR Strategy, HR Transformation, Talent Management, Talent Development, Organizational..., Organizational Design, Organizational..., Organizational Change, Organizational Structure, Organizational Behavior, Performance Management, Performance Measurement, Performance Appraisal, Succession Planning, Talent Acquisition, Organizational Learning, Leadership Development, Process Improvement, Process Mapping, Career Management, Career Pathing, Management Consulting, HR Consulting, Employee Engagement, Human Capital Management, Change Management, Talent Assessment, Onboarding, 360 Feedback, Global HR, Change Leadership, Performance Improvement, Human Capital Strategy, Career Development, Culture Change, Mentoring, Executive Coaching, Leadership, Human Resources, Strategy, Personnel Management, Training, Human Capital
Education
University of Florida
B.S., Psychology and Criminal Justice
University of Tulsa
Ph.D., Clinical and Industrial/Organizational Psychology
J.P. Morgan 2012 - Present
Siegel+Gale 2010 - 2011
Kenneth Cole Productions 2009 - 2010
MasterCard Worldwide 2008 - 2009
Deloitte Consulting January 2004 - December 2007
Various HR Consulting Engagements 2000 - 2003
Skills
HR Strategy, HR Transformation, Talent Management, Talent Development, Organizational..., Organizational Design, Organizational..., Organizational Change, Organizational Structure, Organizational Behavior, Performance Management, Performance Measurement, Performance Appraisal, Succession Planning, Talent Acquisition, Organizational Learning, Leadership Development, Process Improvement, Process Mapping, Career Management, Career Pathing, Management Consulting, HR Consulting, Employee Engagement, Human Capital Management, Change Management, Talent Assessment, Onboarding, 360 Feedback, Global HR, Change Leadership, Performance Improvement, Human Capital Strategy, Career Development, Culture Change, Mentoring, Executive Coaching, Leadership, Human Resources, Strategy, Personnel Management, Training, Human Capital
Education
University of Florida
B.S., Psychology and Criminal Justice
University of Tulsa
Ph.D., Clinical and Industrial/Organizational Psychology
Kevin Vogel's J.P. Morgan Experience October 2014 - Present
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
SS&C GlobeOp September 2013 - February 2014
Chi-Rho Financial LLC July 2011 - May 2013
Vogel Marketing Consultants L.L.C 2009 - 2012
Skills
Investments, Asset Managment, Finance, Hedge Funds, Portfolio Management, Business Development
Education
University of Mississippi - School of Business Administration 2002 — 2007
BBA., Insurance & Risk Management
University of Georgia - Terry College of Business 2012 — 2013
Certified Financial Planning
Dale Carnegie 2009 — 2009
Public speaking
J.P. Morgan October 2014 - Present
SS&C GlobeOp September 2013 - February 2014
Chi-Rho Financial LLC July 2011 - May 2013
Vogel Marketing Consultants L.L.C 2009 - 2012
Skills
Investments, Asset Managment, Finance, Hedge Funds, Portfolio Management, Business Development
Education
University of Mississippi - School of Business Administration 2002 — 2007
BBA., Insurance & Risk Management
University of Georgia - Terry College of Business 2012 — 2013
Certified Financial Planning
Dale Carnegie 2009 — 2009
Public speaking
Ginny Neal Ginny Neal's J.P. Morgan Experience September 2010 - August 2014
Job Director at Barclays
Industry Investment Management
Experience
Barclays Wealth and Investment Management September 2014 - Present
J.P. Morgan September 2010 - August 2014
GenSpring Family Offices, LLC August 2005 - September 2010
Greenberg Traurig 1999 - 2003
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1999
Rhodes College 1992 — 1996
B.A., English
Barclays Wealth and Investment Management September 2014 - Present
J.P. Morgan September 2010 - August 2014
GenSpring Family Offices, LLC August 2005 - September 2010
Greenberg Traurig 1999 - 2003
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1999
Rhodes College 1992 — 1996
B.A., English
Joseph Yeres's J.P. Morgan Experience July 2013 - February 2014
Job Analyst at Shadow Tree Capital Management LLC
Industry Financial Services
Experience
Shadow Tree Capital Management LLC February 2014 - Present
J.P. Morgan July 2013 - February 2014
Marketfield Asset Management January 2013 - January 2013
Rivera Business Development Group February 2012 - September 2012
University of Delaware June 2012 - August 2012
PALAZZO Investment Bankers June 2011 - September 2011
Skills
Microsoft Excel, Financial Modeling, Data Analysis, Bloomberg, Bloomberg Software, Financial Analysis, Statistical Data..., Valuation, Access, Finance, Strategic Consulting, Equities, Bloomberg Terminal
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, Cum Laude
Horace Greely High School 2005 — 2009
Shadow Tree Capital Management LLC February 2014 - Present
J.P. Morgan July 2013 - February 2014
Marketfield Asset Management January 2013 - January 2013
Rivera Business Development Group February 2012 - September 2012
University of Delaware June 2012 - August 2012
PALAZZO Investment Bankers June 2011 - September 2011
Skills
Microsoft Excel, Financial Modeling, Data Analysis, Bloomberg, Bloomberg Software, Financial Analysis, Statistical Data..., Valuation, Access, Finance, Strategic Consulting, Equities, Bloomberg Terminal
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, Cum Laude
Horace Greely High School 2005 — 2009
Charlie Farhoodi's J.P. Morgan Experience June 2006 - June 2015
Job Senior Vice President Finance at Vested Finance
Industry Financial Services
Experience
Vested Finance July 2015 - Present
J.P. Morgan June 2006 - June 2015
Skills
Business Intelligence, New Business Development, Sales Management, Presentation Skills, Hedge Funds, Portfolio Management, Fixed Income, Investments, Securities, Equities, Alternative Investments, Asset Management, Structured Products, Manage Client..., Private Banking, Private Equity, Client Development, Investment Advisory, Wealth Management, Economics, Recruiting
Education
University of Florida 2005 — 2006
M.S., Finance
University of Florida 2004 — 2005
M.S., Management
University of Florida 2000 — 2004
B.A., Political Science and Economics
Vested Finance July 2015 - Present
J.P. Morgan June 2006 - June 2015
Skills
Business Intelligence, New Business Development, Sales Management, Presentation Skills, Hedge Funds, Portfolio Management, Fixed Income, Investments, Securities, Equities, Alternative Investments, Asset Management, Structured Products, Manage Client..., Private Banking, Private Equity, Client Development, Investment Advisory, Wealth Management, Economics, Recruiting
Education
University of Florida 2005 — 2006
M.S., Finance
University of Florida 2004 — 2005
M.S., Management
University of Florida 2000 — 2004
B.A., Political Science and Economics
Hailey Middleton Hailey Middleton's J.P. Morgan Experience April 2013 - January 2014
Job Team Lead, Account Manager, and Client Training Specialist at Motivity Solutions
Industry Computer Software
Experience
Motivity Solutions April 2015 - Present
Motivity Solutions May 2014 - April 2015
J.P. Morgan April 2013 - January 2014
Merrill Lynch June 2012 - April 2013
J.P. Morgan March 2012 - June 2012
Ethics Boot Camp at Daniels College of Business, University of Denver May 2011 - February 2012
Ralph Lauren September 2011 - December 2011
Donna Baldwin Talent June 2006 - August 2011
Nordstrom August 2010 - January 2011
Douglas County Educational Foundation August 2008 - April 2009
Skills
Excel, Word, PowerPoint, Adobe Creative Suite, Fashion Retail, Retail Buying, Client Relationship..., Microsoft Excel, Data Analysis, Management, Analysis, CRM, Leadership, Banking, Fundraising, Microsoft Word
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance, General
University of Westminster 2011 — 2011
Merchandising and Buying Operations
Motivity Solutions April 2015 - Present
Motivity Solutions May 2014 - April 2015
J.P. Morgan April 2013 - January 2014
Merrill Lynch June 2012 - April 2013
J.P. Morgan March 2012 - June 2012
Ethics Boot Camp at Daniels College of Business, University of Denver May 2011 - February 2012
Ralph Lauren September 2011 - December 2011
Donna Baldwin Talent June 2006 - August 2011
Nordstrom August 2010 - January 2011
Douglas County Educational Foundation August 2008 - April 2009
Skills
Excel, Word, PowerPoint, Adobe Creative Suite, Fashion Retail, Retail Buying, Client Relationship..., Microsoft Excel, Data Analysis, Management, Analysis, CRM, Leadership, Banking, Fundraising, Microsoft Word
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance, General
University of Westminster 2011 — 2011
Merchandising and Buying Operations
Brandon Bukstel's J.P. Morgan Experience June 2013 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2013 - Present
Vinci Partners May 2012 - August 2012
Skills
Equity Capital Markets, Investment Banking
Education
University of Florida 2010 — 2014
BS, Finance, General
J.P. Morgan June 2013 - Present
Vinci Partners May 2012 - August 2012
Skills
Equity Capital Markets, Investment Banking
Education
University of Florida 2010 — 2014
BS, Finance, General
John Mark Mulvena's J.P. Morgan Experience April 2003 - April 2008
Job Vice President Mergers and Acquisitions Operations at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust 2013 - Present
JPMorgan April 2008 - February 2013
J.P. Morgan April 2003 - April 2008
Skills
Financial Services, ADRs
Education
University of Delaware - Lerner College of Business and Economics
Bachelor's degree, Economics
Wilmington Trust 2013 - Present
JPMorgan April 2008 - February 2013
J.P. Morgan April 2003 - April 2008
Skills
Financial Services, ADRs
Education
University of Delaware - Lerner College of Business and Economics
Bachelor's degree, Economics
Kristen Bosso Banta Kristen Bosso Banta's J.P. Morgan Experience September 2002 - April 2013
Job Vice President, Payment Processing and Retailer Relationship Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2002 - April 2013
Skills
Banking, Electronic Payments, Project Portfolio..., IT Strategy, Financial Services, Management, Cross-functional Team..., Relationship Management, Process Improvement, Team Building, Operations Management, Change Management, Risk Management, Project Management, Cash Management, Financial Analysis, Software Project..., Business Analysis, Program Management, Payments, SDLC, Strategic Planning, Requirements Analysis, Credit Cards, Vendor Management, Business Process...
Education
University of Florida 1992 — 1996
Bachelor of Science
J.P. Morgan September 2002 - April 2013
Skills
Banking, Electronic Payments, Project Portfolio..., IT Strategy, Financial Services, Management, Cross-functional Team..., Relationship Management, Process Improvement, Team Building, Operations Management, Change Management, Risk Management, Project Management, Cash Management, Financial Analysis, Software Project..., Business Analysis, Program Management, Payments, SDLC, Strategic Planning, Requirements Analysis, Credit Cards, Vendor Management, Business Process...
Education
University of Florida 1992 — 1996
Bachelor of Science
Jaimie Byerly Jaimie Byerly's J.P. Morgan Experience August 2012 - Present
Job Financial Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
JP Morgan Chase May 2011 - August 2011
Education
University of Florida 2008 — 2012
Finance
J.P. Morgan August 2012 - Present
JP Morgan Chase May 2011 - August 2011
Education
University of Florida 2008 — 2012
Finance
Noreen Murphy's J.P. Morgan Experience February 2010 - March 2012
Job Corporate Trainer
Industry Professional Training & Coaching
Experience
Presidential Brokerage March 2012 - Present
J.P. Morgan February 2010 - March 2012
Jackson National Life April 2004 - October 2009
CURIAN CAPITAL - COLORADO April 2003 - April 2004
Merrill Lynch April 1999 - August 2001
Merrill Lynch April 1991 - August 2001
Skills
Customer Service, Outlook, Team Building, Training, Call Center, Leadership, Human Resources, Public Speaking, Recruiting, Management, Call Centers, Insurance, Employee Benefits, Coaching, Financial Services, Team Leadership
Education
University of Denver
Executive Leadership
Presidential Brokerage March 2012 - Present
J.P. Morgan February 2010 - March 2012
Jackson National Life April 2004 - October 2009
CURIAN CAPITAL - COLORADO April 2003 - April 2004
Merrill Lynch April 1999 - August 2001
Merrill Lynch April 1991 - August 2001
Skills
Customer Service, Outlook, Team Building, Training, Call Center, Leadership, Human Resources, Public Speaking, Recruiting, Management, Call Centers, Insurance, Employee Benefits, Coaching, Financial Services, Team Leadership
Education
University of Denver
Executive Leadership
Seth Bergey Seth Bergey's J.P. Morgan Experience June 2015 - August 2015
Job Student at the University of Florida
Industry Accounting
Experience
J.P. Morgan June 2015 - August 2015
United Way November 2013 - April 2015
Timuquana Country Club May 2012 - August 2014
Lutheran Social Services of Northeast Florida, Inc. May 2007 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Communication, Leadership, Data Analysis, Accounting, Critical Thinking, Time Management, Financial Analysis, Research, Event Planning
Education
University of Florida 2012 — 2017
Master’s Degree, Accounting
University of Florida 2012 — 2017
Bachelor’s Degree, Accounting
J.P. Morgan June 2015 - August 2015
United Way November 2013 - April 2015
Timuquana Country Club May 2012 - August 2014
Lutheran Social Services of Northeast Florida, Inc. May 2007 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Communication, Leadership, Data Analysis, Accounting, Critical Thinking, Time Management, Financial Analysis, Research, Event Planning
Education
University of Florida 2012 — 2017
Master’s Degree, Accounting
University of Florida 2012 — 2017
Bachelor’s Degree, Accounting
Tiana Sidawi's J.P. Morgan Experience July 2014 - Present
Job CADP Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
AstraZeneca June 2013 - January 2014
RuffaloCODY January 2012 - November 2012
Microwize Technology May 2012 - August 2012
Aflac February 2012 - May 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Research, Customer Service, English, Windows, Public Speaking, Social Media, Time Management, Outlook, Fundraising
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Management, Marketing, Business Administration and Management, General
J.P. Morgan July 2014 - Present
AstraZeneca June 2013 - January 2014
RuffaloCODY January 2012 - November 2012
Microwize Technology May 2012 - August 2012
Aflac February 2012 - May 2012
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Research, Customer Service, English, Windows, Public Speaking, Social Media, Time Management, Outlook, Fundraising
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Management, Marketing, Business Administration and Management, General
Jamie Franzken's J.P. Morgan Experience August 2013 - Present
Job Audit Analyst at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Modeling, Accounting, Financial Reporting, Finance, Corporate Finance, Financial Analysis, Bloomberg, Valuation
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Arlington High School 2004 — 2009
Finance, General
J.P. Morgan August 2013 - Present
Skills
Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Modeling, Accounting, Financial Reporting, Finance, Corporate Finance, Financial Analysis, Bloomberg, Valuation
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Arlington High School 2004 — 2009
Finance, General
Christopher Harbord Christopher Harbord's J.P. Morgan Experience December 2004 - Present
Job Business Systems Analyst at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan December 2004 - Present
Electronic Data Systems (EDS) 1991 - 2004
US Navy 1987 - 1991
Skills
SQL, COBOL, HP NONSTOP, Pathcom, Enscribe, C/C++ STL, FUP, Business Analysis, Agile Methodologies, SDLC, ISO 8583, Web Services, SoapUI, Lexcel, Pacbase
Education
University of Florida
Bachelor of Science Business Administration (BSBA), Finance, General, Graduated with Honors
J.P. Morgan December 2004 - Present
Electronic Data Systems (EDS) 1991 - 2004
US Navy 1987 - 1991
Skills
SQL, COBOL, HP NONSTOP, Pathcom, Enscribe, C/C++ STL, FUP, Business Analysis, Agile Methodologies, SDLC, ISO 8583, Web Services, SoapUI, Lexcel, Pacbase
Education
University of Florida
Bachelor of Science Business Administration (BSBA), Finance, General, Graduated with Honors
Kyle Jorgensen Kyle Jorgensen's J.P. Morgan Experience March 2015 - Present
Job Client Service Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Morgan Stanley Wealth Management April 2013 - February 2015
Waddell & Reed May 2012 - January 2013
Skills
Microsoft Office, Personal Financial..., Insurance, Economics, PowerPoint, Financial Risk..., Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Finance and Management Double Major, International Business Minor
J.P. Morgan March 2015 - Present
Morgan Stanley Wealth Management April 2013 - February 2015
Waddell & Reed May 2012 - January 2013
Skills
Microsoft Office, Personal Financial..., Insurance, Economics, PowerPoint, Financial Risk..., Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Finance and Management Double Major, International Business Minor
Savannah Hancock Savannah Hancock's J.P. Morgan Experience June 2015 - August 2015
Job Global Wealth Management Summer Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2015 - August 2015
Warrington Finance Scholars August 2014 - May 2015
Alpha Delta Pi Sorority January 2014 - December 2014
U.S. House of Representatives May 2014 - June 2014
Dance Marathon at the University of Florida August 2013 - April 2014
Alpha Delta Pi Sorority September 2011 - April 2014
Gator Boosters, Inc. August 2013 - December 2013
Skills
Customer Service, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office
Education
University of Florida Hough Graduate School of Business 2014 — 2015
Master of International Business (MIB)
University of Florida 2011 — 2015
Finance, Warrington College of Business
J.P. Morgan June 2015 - August 2015
Warrington Finance Scholars August 2014 - May 2015
Alpha Delta Pi Sorority January 2014 - December 2014
U.S. House of Representatives May 2014 - June 2014
Dance Marathon at the University of Florida August 2013 - April 2014
Alpha Delta Pi Sorority September 2011 - April 2014
Gator Boosters, Inc. August 2013 - December 2013
Skills
Customer Service, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Microsoft Office
Education
University of Florida Hough Graduate School of Business 2014 — 2015
Master of International Business (MIB)
University of Florida 2011 — 2015
Finance, Warrington College of Business
Ashley MacLeod Ashley MacLeod's J.P. Morgan Experience April 2005 - November 2006
Job Director of Finance and Investor Relations at Natural Grocers by Vitamin Cottage
Industry Retail
Experience
Natural Grocers by Vitamin Cottage 2012 - Present
Vail Resorts 2009 - 2011
Vail Resorts 2006 - 2009
J.P. Morgan April 2005 - November 2006
Skills
Financial Analysis, Budgets, Financial Modeling, Finance, Customer Service, Due Diligence, Management, Leadership, Financial Planning, Forecasting, Analysis
Education
University of Denver - Daniels College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Natural Grocers by Vitamin Cottage 2012 - Present
Vail Resorts 2009 - 2011
Vail Resorts 2006 - 2009
J.P. Morgan April 2005 - November 2006
Skills
Financial Analysis, Budgets, Financial Modeling, Finance, Customer Service, Due Diligence, Management, Leadership, Financial Planning, Forecasting, Analysis
Education
University of Denver - Daniels College of Business 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Aria Woodley's J.P. Morgan Experience September 2014 - Present
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Bank of America June 2013 - August 2013
Merrill Lynch September 2009 - August 2012
LPL Financial December 2008 - June 2009
Skills
Investments, Strategic Financial..., Finance, Series 7, Financial Services, Portfolio Management, Financial Advisory, Mutual Funds, Wealth Management, Banking, Asset Allocation, Investment Advisory, Estate Planning, Securities, Investment Management, Event Management, Investment Strategies, Quantitative, Retirement Planning, Morningstar, Personal Budgeting, Microsoft Excel, Microsoft Office, Data Analysis, Project Management, Process Improvement, Business Strategy, Project Implementation
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Management & Organizations, Management & Strategy, Finance
University of Florida 2004 — 2008
Bachelor's Degree, Finance
J.P. Morgan September 2014 - Present
Bank of America June 2013 - August 2013
Merrill Lynch September 2009 - August 2012
LPL Financial December 2008 - June 2009
Skills
Investments, Strategic Financial..., Finance, Series 7, Financial Services, Portfolio Management, Financial Advisory, Mutual Funds, Wealth Management, Banking, Asset Allocation, Investment Advisory, Estate Planning, Securities, Investment Management, Event Management, Investment Strategies, Quantitative, Retirement Planning, Morningstar, Personal Budgeting, Microsoft Excel, Microsoft Office, Data Analysis, Project Management, Process Improvement, Business Strategy, Project Implementation
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Management & Organizations, Management & Strategy, Finance
University of Florida 2004 — 2008
Bachelor's Degree, Finance
Michelle Brumwell's J.P. Morgan Experience July 2012 - Present
Job Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2012 - Present
Skills
Private Banking, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Modeling, Finance, Valuation, Bloomberg, Corporate Finance, PowerPoint, Microsoft Word, Investments, Capital Markets, Accounting
Education
University of Florida 2011 — 2012
Master of Science, Finance
University of Florida 2007 — 2011
Bachelor of Science, Accounting, 3.8
J.P. Morgan July 2012 - Present
Skills
Private Banking, Microsoft Excel, Financial Analysis, Microsoft Office, Financial Modeling, Finance, Valuation, Bloomberg, Corporate Finance, PowerPoint, Microsoft Word, Investments, Capital Markets, Accounting
Education
University of Florida 2011 — 2012
Master of Science, Finance
University of Florida 2007 — 2011
Bachelor of Science, Accounting, 3.8
Mark Deault Mark Deault's J.P. Morgan Experience September 2011 - December 2011
Job Investment Counselor
Industry Financial Services
Experience
Investment Management Company in Greater Portland October 2013 - Present
UBS Investment Bank August 2012 - August 2013
J.P. Morgan September 2011 - December 2011
JP Turner & Company, LLC February 2011 - September 2011
Skills
Capital IQ, Financial Analysis, Bloomberg Terminal, Financial Modeling, Microsoft Office..., Oracle Crystal Ball, Microsoft Office, Oracle Support, Investments, Series 7, Finance, Asset Management, Analysis, Bloomberg, Valuation, Strategic Financial...
Education
University of Denver - Daniels College of Business 2011 — 2012
Masters, Finance
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Finance
International Sustainable Development Studies Institute 2009 — 2009
Sustainability Studies
Investment Management Company in Greater Portland October 2013 - Present
UBS Investment Bank August 2012 - August 2013
J.P. Morgan September 2011 - December 2011
JP Turner & Company, LLC February 2011 - September 2011
Skills
Capital IQ, Financial Analysis, Bloomberg Terminal, Financial Modeling, Microsoft Office..., Oracle Crystal Ball, Microsoft Office, Oracle Support, Investments, Series 7, Finance, Asset Management, Analysis, Bloomberg, Valuation, Strategic Financial...
Education
University of Denver - Daniels College of Business 2011 — 2012
Masters, Finance
University of Denver - Daniels College of Business 2007 — 2011
BSBA, Finance
International Sustainable Development Studies Institute 2009 — 2009
Sustainability Studies
Randall Faulk Randall Faulk's J.P. Morgan Experience May 2015 - Present
Job Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan May 2015 - Present
The Investment Center, Inc. August 2014 - May 2015
Pendragon Productions Ltd June 2014 - August 2014
The Investment Center, Inc. June 2013 - June 2014
Willowfork Country Club May 2012 - June 2013
Skills
Hold Series 7, Series 63, Series 65, Investment Advisory, International Business..., Microsoft Excel, Microsoft Word, Leadership
Education
University of Florida 2012 — 2016
Bachelor of Science in Business Administration, Finance, General, 3.76
J.P. Morgan May 2015 - Present
The Investment Center, Inc. August 2014 - May 2015
Pendragon Productions Ltd June 2014 - August 2014
The Investment Center, Inc. June 2013 - June 2014
Willowfork Country Club May 2012 - June 2013
Skills
Hold Series 7, Series 63, Series 65, Investment Advisory, International Business..., Microsoft Excel, Microsoft Word, Leadership
Education
University of Florida 2012 — 2016
Bachelor of Science in Business Administration, Finance, General, 3.76
Joshua Carruthers's J.P. Morgan Experience June 2015 - August 2015
Job Portfolio & Economic Strategist at Blue Hen Investment Club
Industry Financial Services
Experience
University of Delaware Equity Options Club April 2015 - Present
Exelon Trading Center April 2014 - Present
J.P. Morgan June 2015 - August 2015
Blue Hen Investment Club May 2014 - May 2015
Lexington Wealth Management May 2014 - August 2014
Seeking Alpha May 2014 - August 2014
Blue Hen Investment Club April 2014 - May 2014
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Social Media, Time Management, Economics, PowerPoint, Photoshop, English, Java, Windows, SQL
Education
University of Delaware - Lerner College of Business and Economics 2013 — 2017
Bachelor of Science (BS), Economics/ Finance, 3.53/4.00
University of Delaware Equity Options Club April 2015 - Present
Exelon Trading Center April 2014 - Present
J.P. Morgan June 2015 - August 2015
Blue Hen Investment Club May 2014 - May 2015
Lexington Wealth Management May 2014 - August 2014
Seeking Alpha May 2014 - August 2014
Blue Hen Investment Club April 2014 - May 2014
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, Social Media, Time Management, Economics, PowerPoint, Photoshop, English, Java, Windows, SQL
Education
University of Delaware - Lerner College of Business and Economics 2013 — 2017
Bachelor of Science (BS), Economics/ Finance, 3.53/4.00
Barbara Harper's J.P. Morgan Experience February 2011 - January 2015
Job Experienced Sports Professional
Industry Sports
Experience
J.P. Morgan February 2011 - January 2015
Gateway Church July 2008 - February 2014
Dallas Cowboys March 2000 - June 2008
Dallas Cowboys September 2000 - March 2001
Dallas Cowboys January 2000 - September 2000
Skills
Mechandising, Sales Management, Sports Marketing, Organization Skills, Team Leadership, Finance, Budgeting, Team Building, Retail Banking, Customer Service, Management, Microsoft Office, Leadership, Strategic Planning, Marketing, Retail, Time Management, Public Speaking, Employee Training, Guest Relations, Event Management, Entertainment, Call Center Development, Event Planning, Client Relations, Client Presentation
Education
University of Detroit Mercy
Bachelor's Degree, Political Science
J.P. Morgan February 2011 - January 2015
Gateway Church July 2008 - February 2014
Dallas Cowboys March 2000 - June 2008
Dallas Cowboys September 2000 - March 2001
Dallas Cowboys January 2000 - September 2000
Skills
Mechandising, Sales Management, Sports Marketing, Organization Skills, Team Leadership, Finance, Budgeting, Team Building, Retail Banking, Customer Service, Management, Microsoft Office, Leadership, Strategic Planning, Marketing, Retail, Time Management, Public Speaking, Employee Training, Guest Relations, Event Management, Entertainment, Call Center Development, Event Planning, Client Relations, Client Presentation
Education
University of Detroit Mercy
Bachelor's Degree, Political Science
Juan Sebastian Jaimes Juan Sebastian Jaimes's J.P. Morgan Experience May 2014 - August 2014
Job Business Advisory at EY
Industry Financial Services
Experience
EY July 2015 - Present
J.P. Morgan May 2014 - August 2014
Citi July 2013 - December 2013
Skills
Microsoft Excel, Microsoft Access, Time Management, Teamwork, Microsoft Word, Organized Multi-tasker, Dependable Team Player, Adaptability, Spanish, Data Analysis, Economics, Analysis, Financial Modeling, Finance
Education
University of Florida 2012 — 2014
Economics & Political Science
Florida International University 2010 — 2012
Economics & International Relations
Pembroke Pines Charter High School 2006 — 2010
EY July 2015 - Present
J.P. Morgan May 2014 - August 2014
Citi July 2013 - December 2013
Skills
Microsoft Excel, Microsoft Access, Time Management, Teamwork, Microsoft Word, Organized Multi-tasker, Dependable Team Player, Adaptability, Spanish, Data Analysis, Economics, Analysis, Financial Modeling, Finance
Education
University of Florida 2012 — 2014
Economics & Political Science
Florida International University 2010 — 2012
Economics & International Relations
Pembroke Pines Charter High School 2006 — 2010
Hilary Cohen Hilary Cohen's J.P. Morgan Experience September 2012 - December 2012
Job Marketing Specialist
Industry Marketing and Advertising
Experience
Comcast October 2014 - Present
Comcast July 2014 - October 2014
Les Bijoux December 2013 - July 2014
J.P. Morgan September 2012 - December 2012
J.P. Morgan September 2011 - September 2012
Skills
Marketing, Market Research, PowerPoint, Microsoft Excel, Social Media, Social Media Marketing, Marketing Communications, Microsoft Office, Marketing Strategy, Organization, Communication Skills, HTML, Data Analysis, Communication, Customer Service, Event Planning, Leadership, Microsoft Word, Social Networking, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Marketing, Senior
West Morris Mendham High School 2005 — 2009
Comcast October 2014 - Present
Comcast July 2014 - October 2014
Les Bijoux December 2013 - July 2014
J.P. Morgan September 2012 - December 2012
J.P. Morgan September 2011 - September 2012
Skills
Marketing, Market Research, PowerPoint, Microsoft Excel, Social Media, Social Media Marketing, Marketing Communications, Microsoft Office, Marketing Strategy, Organization, Communication Skills, HTML, Data Analysis, Communication, Customer Service, Event Planning, Leadership, Microsoft Word, Social Networking, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Marketing, Senior
West Morris Mendham High School 2005 — 2009
Drew Cappello Drew Cappello's J.P. Morgan Experience July 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Skills
Finance, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Microsoft Excel, Portfolio Management, Accounting, Mutual Funds
Education
University of Florida 2013 — 2014
Master of Science in Finance
University of Florida 2010 — 2013
Bachelor of Science in Finance
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Skills
Finance, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Microsoft Excel, Portfolio Management, Accounting, Mutual Funds
Education
University of Florida 2013 — 2014
Master of Science in Finance
University of Florida 2010 — 2013
Bachelor of Science in Finance
Jorge Echarte Jorge Echarte's J.P. Morgan Experience April 2015 - Present
Job CIB & Corporate Risk | Regulatory Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Education
University of Florida - Warrington College Of Business 2006 — 2010
BSBA
J.P. Morgan April 2015 - Present
Education
University of Florida - Warrington College Of Business 2006 — 2010
BSBA
David Savir's J.P. Morgan Experience December 2012 - Present
Job Vice President at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan December 2012 - Present
Goldman Sachs July 2009 - September 2012
University of Miami - Business Law department August 2007 - April 2009
Skills
Private Equity, Asset Allocation, Portfolio Management, Investments, Fixed Income Strategies, Equities, Hedge Funds, Risk Management, Alternative Investments, Investment Management, Wealth Management, Fixed Income, Asset Management, Valuation, Securities Regulation, Securities, Corporate Governance, Corporate Finance, Financial Modeling, Bloomberg, Capital Markets
Education
University of Miami - School of Business
MBA, Finance
University of Miami School of Law
JD, Law
University of Florida - Warrington College of Business Administration
Bachelor of Science, Business Administration
J.P. Morgan December 2012 - Present
Goldman Sachs July 2009 - September 2012
University of Miami - Business Law department August 2007 - April 2009
Skills
Private Equity, Asset Allocation, Portfolio Management, Investments, Fixed Income Strategies, Equities, Hedge Funds, Risk Management, Alternative Investments, Investment Management, Wealth Management, Fixed Income, Asset Management, Valuation, Securities Regulation, Securities, Corporate Governance, Corporate Finance, Financial Modeling, Bloomberg, Capital Markets
Education
University of Miami - School of Business
MBA, Finance
University of Miami School of Law
JD, Law
University of Florida - Warrington College of Business Administration
Bachelor of Science, Business Administration
Vaishali Bhuskute's J.P. Morgan Experience July 2010 - August 2013
Job Technology & Development Intern at Infinite Energy
Industry Higher Education
Experience
Infinite Energy Inc May 2014 - Present
J.P. Morgan July 2010 - August 2013
Skills
SQL, Java, PL/SQL, Unix, Oracle, Spring, Core Java, Hibernate, Eclipse, Unix Shell Scripting, Linux, Software Development, SDLC, Maven, Tortoise SVN, Subversion, Agile Methodologies, Continuous Integration, Sonar, Bamboo, Jenkins, Struts2, JSP, AJAX, jQuery, Tomcat, JavaScript
Education
University of Florida
Master's Degree, Computer Science
Cummins college of Engineering, Pune 2006 — 2010
Bachelor of Engineering (B.E.), Computer Engineering
Infinite Energy Inc May 2014 - Present
J.P. Morgan July 2010 - August 2013
Skills
SQL, Java, PL/SQL, Unix, Oracle, Spring, Core Java, Hibernate, Eclipse, Unix Shell Scripting, Linux, Software Development, SDLC, Maven, Tortoise SVN, Subversion, Agile Methodologies, Continuous Integration, Sonar, Bamboo, Jenkins, Struts2, JSP, AJAX, jQuery, Tomcat, JavaScript
Education
University of Florida
Master's Degree, Computer Science
Cummins college of Engineering, Pune 2006 — 2010
Bachelor of Engineering (B.E.), Computer Engineering
Michael Burton Michael Burton's J.P. Morgan Experience May 2011 - August 2011
Job Investment Banking Analyst at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. July 2013 - Present
Stifel Financial Corp. June 2012 - August 2012
RLS Associates February 2012 - May 2012
Point Capital Partners January 2012 - February 2012
J.P. Morgan May 2011 - August 2011
Aviva Investors June 2010 - August 2010
Skills
Strategic Communications, Financial Analysis, Work Stamina, Financial Modeling, Hard Worker, Investment Banking, Corporate Finance, Private Equity, Valuation, Capital IQ, Bloomberg, Capital Markets, Venture Capital, Mergers, Due Diligence, Market Analysis, Economics, Industry Analysis, Analytical Abilities, Spreadsheets, Financial Accounting, Company Research, Teamwork, Presentation Preparation, Time Management, M&A due diligence, Self Starter, Financial Structuring, Mergers & Acquisitions, Microsoft Excel, Bloomberg Terminal, Equities, Equity Research, Finance, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Science (MSc), Finance, General, GPA: 3.7 / 4.0
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Honors Bachelor of Science, Finance & Economics, GPA: 3.6 / 4.0
Stifel Financial Corp. July 2013 - Present
Stifel Financial Corp. June 2012 - August 2012
RLS Associates February 2012 - May 2012
Point Capital Partners January 2012 - February 2012
J.P. Morgan May 2011 - August 2011
Aviva Investors June 2010 - August 2010
Skills
Strategic Communications, Financial Analysis, Work Stamina, Financial Modeling, Hard Worker, Investment Banking, Corporate Finance, Private Equity, Valuation, Capital IQ, Bloomberg, Capital Markets, Venture Capital, Mergers, Due Diligence, Market Analysis, Economics, Industry Analysis, Analytical Abilities, Spreadsheets, Financial Accounting, Company Research, Teamwork, Presentation Preparation, Time Management, M&A due diligence, Self Starter, Financial Structuring, Mergers & Acquisitions, Microsoft Excel, Bloomberg Terminal, Equities, Equity Research, Finance, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Science (MSc), Finance, General, GPA: 3.7 / 4.0
University of Delaware - Lerner College of Business and Economics 2008 — 2012
Honors Bachelor of Science, Finance & Economics, GPA: 3.6 / 4.0
Bradley Clark's J.P. Morgan Experience July 2012 - December 2013
Job Account Executive at The Ergonomic Group
Industry Information Technology and Services
Experience
The Ergonomic Group January 2014 - Present
Cisco January 2014 - January 2015
J.P. Morgan July 2012 - December 2013
J.P. Morgan June 2011 - August 2011
Skills
Risk Management, Leadership, Sales, CRM, Cisco Technologies, Data Analysis, Derivatives, Project Management, Microsoft Excel, Training, Financial Risk, Team Leadership, Cloud Computing, Credit, Finance, Market Research, Customer Satisfaction, Financial Modeling, Customer Service, Management, PowerPoint, Microsoft Word, Salesforce.com, Solution Selling
Education
University of Florida
Bachelor of Science in Business Administration, Economics
The Ergonomic Group January 2014 - Present
Cisco January 2014 - January 2015
J.P. Morgan July 2012 - December 2013
J.P. Morgan June 2011 - August 2011
Skills
Risk Management, Leadership, Sales, CRM, Cisco Technologies, Data Analysis, Derivatives, Project Management, Microsoft Excel, Training, Financial Risk, Team Leadership, Cloud Computing, Credit, Finance, Market Research, Customer Satisfaction, Financial Modeling, Customer Service, Management, PowerPoint, Microsoft Word, Salesforce.com, Solution Selling
Education
University of Florida
Bachelor of Science in Business Administration, Economics
Nathan Obrero's J.P. Morgan Experience October 2009 - April 2012
Job MBA Candidate at University of Florida Hough Graduate School of Business
Industry Banking
Experience
Advent Software March 2014 - Present
Wells Fargo April 2012 - March 2014
J.P. Morgan October 2009 - April 2012
Education
University of Florida 2003 — 2007
Bachelor of Business Administration (BBA), Economics
Advent Software March 2014 - Present
Wells Fargo April 2012 - March 2014
J.P. Morgan October 2009 - April 2012
Education
University of Florida 2003 — 2007
Bachelor of Business Administration (BBA), Economics
Deidra Montoya Deidra Montoya's J.P. Morgan Experience September 2013 - December 2013
Job Financial Analyst, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
University of Denver September 2010 - June 2014
J.P. Morgan September 2013 - December 2013
Republic Financial Corporation 2013 - 2013
Tangerine September 2012 - December 2012
Alpha Kappa Psi 2012 - 2012
Skills
Marketing, Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Social Media Marketing, Facebook, Leadership, Microsoft Word, Event Planning, Market Research, Social Networking, Customer Service, Data Analysis, Team Building, Social Media, Competitive Analysis, Marketing Strategy, InDesign, Team Leadership, Teamwork, Time Management, Marketing Communications, Fundraising, Financial Analysis, Public Speaking, Research, Public Relations, Event Management, Qualified Mixologist, Financial Services, Economics, Stock Market, Fixed Income, Bond Markets, Certificates of Deposit
Education
University of Denver 2010 — 2014
University of Denver - Daniels College of Business 2010 — 2014
Finance & Marketing
University of Westminster 2012 — 2013
Trinidad High School 2007 — 2010
FINRA Series 7
J.P. Morgan Asset Management July 2014 - Present
University of Denver September 2010 - June 2014
J.P. Morgan September 2013 - December 2013
Republic Financial Corporation 2013 - 2013
Tangerine September 2012 - December 2012
Alpha Kappa Psi 2012 - 2012
Skills
Marketing, Microsoft Excel, PowerPoint, Analysis, Microsoft Office, Social Media Marketing, Facebook, Leadership, Microsoft Word, Event Planning, Market Research, Social Networking, Customer Service, Data Analysis, Team Building, Social Media, Competitive Analysis, Marketing Strategy, InDesign, Team Leadership, Teamwork, Time Management, Marketing Communications, Fundraising, Financial Analysis, Public Speaking, Research, Public Relations, Event Management, Qualified Mixologist, Financial Services, Economics, Stock Market, Fixed Income, Bond Markets, Certificates of Deposit
Education
University of Denver 2010 — 2014
University of Denver - Daniels College of Business 2010 — 2014
Finance & Marketing
University of Westminster 2012 — 2013
Trinidad High School 2007 — 2010
FINRA Series 7
Jarrod Schilling Jarrod Schilling's J.P. Morgan Experience June 2008 - April 2010
Job Investment Representative at Barclays
Industry Financial Services
Experience
Barclays Wealth and Investment Management February 2015 - Present
WOOband June 2013 - December 2014
Entrepreneurship and Empowerment in South Africa (EESA) May 2014 - August 2014
Barclays April 2010 - May 2013
J.P. Morgan June 2008 - April 2010
John Hancock Life Insurance Company (U.S.A.) May 2006 - August 2006
Skills
Financial Modeling, Securities, Wealth Management, Valuation, Nutrition, Investments, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Alternative Investments, Portfolio Management, Investment Banking, Entrepreneurship, Capital Markets, Start-ups, Finance, Bloomberg, Series 7, Sales
Education
University of Florida - Warrington College of Business Administration 2013 — 2014
Master's Degree, Master of Science in Entrepreneurship
University of Florida - Warrington College of Business Administration 2007 — 2008
Master's Degree, Master of Science in Finance
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelor of Science in Business Administration, Finance
Sarasota High School 1999 — 2003
Barclays Wealth and Investment Management February 2015 - Present
WOOband June 2013 - December 2014
Entrepreneurship and Empowerment in South Africa (EESA) May 2014 - August 2014
Barclays April 2010 - May 2013
J.P. Morgan June 2008 - April 2010
John Hancock Life Insurance Company (U.S.A.) May 2006 - August 2006
Skills
Financial Modeling, Securities, Wealth Management, Valuation, Nutrition, Investments, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Alternative Investments, Portfolio Management, Investment Banking, Entrepreneurship, Capital Markets, Start-ups, Finance, Bloomberg, Series 7, Sales
Education
University of Florida - Warrington College of Business Administration 2013 — 2014
Master's Degree, Master of Science in Entrepreneurship
University of Florida - Warrington College of Business Administration 2007 — 2008
Master's Degree, Master of Science in Finance
University of Florida - Warrington College of Business Administration 2003 — 2007
Bachelor of Science in Business Administration, Finance
Sarasota High School 1999 — 2003
Marcy Matenkoski Marcy Matenkoski's J.P. Morgan Experience June 2014 - Present
Job at
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan December 2012 - Present
Clean Plate Culinary October 2012 - December 2012
University of Delaware October 2011 - December 2012
Transamerica May 2012 - August 2012
Skills
Microsoft Office, Minitab, French, Chinese, Writing, Presentations, Highly motivated..., Analytic Thinking, Team-oriented, Tender Option Bonds, Mortgage Backed..., Microsoft Excel, PowerPoint, Microsoft Word, Access, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance and Economics
Oxford Area High School
High School Diploma
J.P. Morgan June 2014 - Present
J.P. Morgan December 2012 - Present
Clean Plate Culinary October 2012 - December 2012
University of Delaware October 2011 - December 2012
Transamerica May 2012 - August 2012
Skills
Microsoft Office, Minitab, French, Chinese, Writing, Presentations, Highly motivated..., Analytic Thinking, Team-oriented, Tender Option Bonds, Mortgage Backed..., Microsoft Excel, PowerPoint, Microsoft Word, Access, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance and Economics
Oxford Area High School
High School Diploma
Carol Goldfein Carol Goldfein's J.P. Morgan Experience 1994 - 1997
Job Real Estate Salesperson at Maxwell Jacobs
Industry Real Estate
Experience
Maxwell Jacobs February 2012 - Present
Lehman Brothers December 1997 - December 2004
J.P. Morgan 1994 - 1997
Skills
Strategic Financial..., Retirement, Securities, Equities, Wealth Management, Asset Managment
Education
University of Florida 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Maxwell Jacobs February 2012 - Present
Lehman Brothers December 1997 - December 2004
J.P. Morgan 1994 - 1997
Skills
Strategic Financial..., Retirement, Securities, Equities, Wealth Management, Asset Managment
Education
University of Florida 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Kristine D'Orazio Kristine D'Orazio's J.P. Morgan Experience October 2012 - Present
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
Rockwell Associates April 2011 - October 2012
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science (B.S.), Finance
J.P. Morgan October 2012 - Present
Rockwell Associates April 2011 - October 2012
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science (B.S.), Finance
Keith Sommer's J.P. Morgan Experience May 2007 - July 2012
Job Senior Associate Research & Brokerage Services at OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds July 2012 - Present
J.P. Morgan May 2007 - July 2012
J.P. Morgan October 2006 - May 2007
The Spielberger Group, Inc. June 2006 - September 2006
Skills
Supervisory Skills, Relationship Development, Sales Support, Budgets, Sales Operations, Leadership, Financial Services, Management, Marketing, Mutual Funds, Equities, Analysis
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science, Finance and Economics
George Washington Hewlett High School 1999 — 2003
OppenheimerFunds July 2012 - Present
J.P. Morgan May 2007 - July 2012
J.P. Morgan October 2006 - May 2007
The Spielberger Group, Inc. June 2006 - September 2006
Skills
Supervisory Skills, Relationship Development, Sales Support, Budgets, Sales Operations, Leadership, Financial Services, Management, Marketing, Mutual Funds, Equities, Analysis
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science, Finance and Economics
George Washington Hewlett High School 1999 — 2003
Jeff Librot's J.P. Morgan Experience January 2014 - May 2014
Job U.S. Associate at Crédit Agricole CIB
Industry Financial Services
Experience
Crédit Agricole CIB April 2015 - Present
Citi June 2014 - April 2015
J.P. Morgan January 2014 - May 2014
Sigma Alpha Epsilon Fraternity November 2012 - November 2013
BMO Capital Markets June 2013 - August 2013
Skills
Finance, Leadership, Time Management, Analysis, Securities, Microsoft Excel, Microsoft Office, Equities, Organizational..., PowerPoint, Investments, Microsoft Word, Fundraising, Financial Analysis, Customer Service, Sales, Fixed Income, Credit, Bloomberg Terminal, Hedge Funds, Derivatives, Options, Foreign Exchange, VBA, Asset Management, Team Leadership, Economics, Public Speaking, Middle Office, Teamwork, Microsoft Access, Equities Trade Support, Financial Accounting, Communication, Sales Support, Fidessa, Broadridge Brokerage..., HTML, Budgets
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Finance; Economics minor
Northern Highlands Regional High School 2006 — 2010
Crédit Agricole CIB April 2015 - Present
Citi June 2014 - April 2015
J.P. Morgan January 2014 - May 2014
Sigma Alpha Epsilon Fraternity November 2012 - November 2013
BMO Capital Markets June 2013 - August 2013
Skills
Finance, Leadership, Time Management, Analysis, Securities, Microsoft Excel, Microsoft Office, Equities, Organizational..., PowerPoint, Investments, Microsoft Word, Fundraising, Financial Analysis, Customer Service, Sales, Fixed Income, Credit, Bloomberg Terminal, Hedge Funds, Derivatives, Options, Foreign Exchange, VBA, Asset Management, Team Leadership, Economics, Public Speaking, Middle Office, Teamwork, Microsoft Access, Equities Trade Support, Financial Accounting, Communication, Sales Support, Fidessa, Broadridge Brokerage..., HTML, Budgets
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Finance; Economics minor
Northern Highlands Regional High School 2006 — 2010
Jared Hill Jared Hill's J.P. Morgan Experience August 2011 - February 2013
Job Vice President at Berkadia
Industry Commercial Real Estate
Experience
Berkadia July 2014 - Present
Meridian Capital Group April 2013 - June 2014
J.P. Morgan August 2011 - February 2013
Wells Fargo August 2009 - August 2011
Wachovia June 2007 - July 2009
Skills
Loans, Commercial Real Estate, Real Estate, Commercial Mortgages, Portfolio Management, Asset Management, Real Estate Transactions, Finance, Credit Analysis, Commercial Lending, Mortgage Lending, Real Estate Economics, Underwriting, Loan Origination, Credit, Investment Properties, Due Diligence, Financial Analysis, Financial Modeling, Banking, Capital Markets, Investments, Equities, Real Estate Financing, Valuation, Funding, Property, Real Estate Development, Refinance, CMBS, Construction Loans, Financial Structuring, Securitization, Brokerage, Disposition, Mezzanine, Private Equity
Education
University of Florida
B.S., Finance
Berkadia July 2014 - Present
Meridian Capital Group April 2013 - June 2014
J.P. Morgan August 2011 - February 2013
Wells Fargo August 2009 - August 2011
Wachovia June 2007 - July 2009
Skills
Loans, Commercial Real Estate, Real Estate, Commercial Mortgages, Portfolio Management, Asset Management, Real Estate Transactions, Finance, Credit Analysis, Commercial Lending, Mortgage Lending, Real Estate Economics, Underwriting, Loan Origination, Credit, Investment Properties, Due Diligence, Financial Analysis, Financial Modeling, Banking, Capital Markets, Investments, Equities, Real Estate Financing, Valuation, Funding, Property, Real Estate Development, Refinance, CMBS, Construction Loans, Financial Structuring, Securitization, Brokerage, Disposition, Mezzanine, Private Equity
Education
University of Florida
B.S., Finance
Pierre Dempsey's J.P. Morgan Experience March 2015 - Present
Job Investment Professional at JPMorgan Private Bank
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
J.P. Morgan September 2014 - February 2015
J.P. Morgan June 2013 - October 2014
Collected Intelligence LLC June 2012 - August 2012
Skills
Investments, Due Diligence, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Financial Analysis, Bloomberg, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor's Degree, Finance and Economics, 3.76, cum laude
University of Delaware - Lerner College of Business and Economics
Bachelor of Science (BS)
J.P. Morgan March 2015 - Present
J.P. Morgan September 2014 - February 2015
J.P. Morgan June 2013 - October 2014
Collected Intelligence LLC June 2012 - August 2012
Skills
Investments, Due Diligence, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Financial Analysis, Bloomberg, Marketing
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor's Degree, Finance and Economics, 3.76, cum laude
University of Delaware - Lerner College of Business and Economics
Bachelor of Science (BS)
Megan Arnold's J.P. Morgan Experience March 2012 - March 2015
Job Underwriter at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. March 2015 - Present
J.P. Morgan March 2012 - March 2015
BMO Harris Bank June 2008 - March 2012
LaSalle Bank 2006 - 2008
Education
University of Florida 2002 — 2006
B.S., Business Administration
JPMorgan Chase & Co. March 2015 - Present
J.P. Morgan March 2012 - March 2015
BMO Harris Bank June 2008 - March 2012
LaSalle Bank 2006 - 2008
Education
University of Florida 2002 — 2006
B.S., Business Administration
Nickolas Reyes Nickolas Reyes's J.P. Morgan Experience June 2015 - Present
Job Summer Analyst at J.P. Morgan Chase & Co.
Industry Accounting
Jeff Haas's J.P. Morgan Experience January 2008 - December 2010
Job Director at eXude, Inc.
Industry Management Consulting
Experience
eXude, Inc. July 2015 - Present
Susquehanna International Group, LLP (SIG) May 2014 - July 2015
Susquehanna International Group, LLP (SIG) January 2011 - April 2014
J.P. Morgan January 2008 - December 2010
Skills
Equities, Financial Analysis, Trading, Bloomberg, Financial Modeling, Management, Investments, Fixed Income, Finance, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Arts (B.A.), Finance, Marketing, and Management
Holy Ghost Preparatory School
eXude, Inc. July 2015 - Present
Susquehanna International Group, LLP (SIG) May 2014 - July 2015
Susquehanna International Group, LLP (SIG) January 2011 - April 2014
J.P. Morgan January 2008 - December 2010
Skills
Equities, Financial Analysis, Trading, Bloomberg, Financial Modeling, Management, Investments, Fixed Income, Finance, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Arts (B.A.), Finance, Marketing, and Management
Holy Ghost Preparatory School
Tyler Simms Tyler Simms's J.P. Morgan Experience August 2015 - Present
Job Intern at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan May 2015 - August 2015
Ruffalo Noel Levitz April 2014 - August 2015
Education
University of Delaware - Lerner College of Business and Economics 2013 — 2017
Finance and Economics
J.P. Morgan August 2015 - Present
J.P. Morgan May 2015 - August 2015
Ruffalo Noel Levitz April 2014 - August 2015
Education
University of Delaware - Lerner College of Business and Economics 2013 — 2017
Finance and Economics
Grace Bernier's J.P. Morgan Experience July 2012 - August 2012
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2014 - August 2014
University of Richmond January 2012 - May 2014
Dominion May 2013 - August 2013
ITG January 2013 - January 2013
J.P. Morgan July 2012 - August 2012
Skills
Event Planning, Fundraising, Microsoft Excel, Market Research, Nonprofits, WordPress, Microsoft Office, SPSS, Prezi
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Economics (major), Finance (concentration)
University of Economics, Prague 2013 — 2013
SunTrust Robinson Humphrey June 2014 - August 2014
University of Richmond January 2012 - May 2014
Dominion May 2013 - August 2013
ITG January 2013 - January 2013
J.P. Morgan July 2012 - August 2012
Skills
Event Planning, Fundraising, Microsoft Excel, Market Research, Nonprofits, WordPress, Microsoft Office, SPSS, Prezi
Education
University of Richmond - Robins School of Business 2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A.), Economics (major), Finance (concentration)
University of Economics, Prague 2013 — 2013
Margo Fox Margo Fox's J.P. Morgan Experience June 2015 - Present
Job Student at University of Delaware Finance and Management Information Systems
Industry
Experience
J.P. Morgan June 2015 - Present
Soccer Shots September 2014 - Present
SMG Sportsplex at Warminster February 2013 - Present
Skills
Microsoft Office, MySQL, Java
Education
University of Delaware - Lerner College of Business and Economics 2013 — 2017
Management Information Systems, General
University of Delaware - Lerner College of Business and Economics
Finance, General
J.P. Morgan June 2015 - Present
Soccer Shots September 2014 - Present
SMG Sportsplex at Warminster February 2013 - Present
Skills
Microsoft Office, MySQL, Java
Education
University of Delaware - Lerner College of Business and Economics 2013 — 2017
Management Information Systems, General
University of Delaware - Lerner College of Business and Economics
Finance, General
Andrea Lutchman, CPA's J.P. Morgan Experience December 2011 - April 2014
Job Senior Accountant at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group April 2014 - Present
J.P. Morgan December 2011 - April 2014
American Residential Equities January 2005 - December 2011
Bayview Financial May 2002 - January 2005
Unique Vacations August 2000 - May 2002
Skills
Private Equity, Loans, Accounting, Financial Analysis, Financial Modeling, Microsoft Office, Operations Management, Asset Managment, Asset Management, Securities, Banking, Risk Management, SharePoint, Leadership, CPA, GAAP
Education
University of Florida 1999 — 2000
M.A.
University of Florida 1996 — 1999
B.S. Accounting
Fortress Investment Group April 2014 - Present
J.P. Morgan December 2011 - April 2014
American Residential Equities January 2005 - December 2011
Bayview Financial May 2002 - January 2005
Unique Vacations August 2000 - May 2002
Skills
Private Equity, Loans, Accounting, Financial Analysis, Financial Modeling, Microsoft Office, Operations Management, Asset Managment, Asset Management, Securities, Banking, Risk Management, SharePoint, Leadership, CPA, GAAP
Education
University of Florida 1999 — 2000
M.A.
University of Florida 1996 — 1999
B.S. Accounting
Andrew D. Connor's J.P. Morgan Experience 2014 - 2014
Job Pure Storage
Industry Computer Software
Experience
Pure Storage 2015 - Present
J.P. Morgan 2014 - 2014
Piper Jaffray 2010 - 2014
Kaufman Brothers 2007 - 2010
AllianceBernstein 2005 - 2006
Booz Allen Hamilton 2004 - 2005
Skills
Series 7, Series 63, Series 87, Series 86, CFA Level II candidate, Italian, Brazilian Portuguese, Spanish, FINRA, Chartered Financial..., Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Investments, Equity Research, Capital Markets, Equities, Portfolio Management, Valuation, Equity Valuation, Management, Financial Analysis
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Managment Information Systems
Bexley High School
University of Kansas - Graduate School of Business
Pure Storage 2015 - Present
J.P. Morgan 2014 - 2014
Piper Jaffray 2010 - 2014
Kaufman Brothers 2007 - 2010
AllianceBernstein 2005 - 2006
Booz Allen Hamilton 2004 - 2005
Skills
Series 7, Series 63, Series 87, Series 86, CFA Level II candidate, Italian, Brazilian Portuguese, Spanish, FINRA, Chartered Financial..., Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Investments, Equity Research, Capital Markets, Equities, Portfolio Management, Valuation, Equity Valuation, Management, Financial Analysis
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Managment Information Systems
Bexley High School
University of Kansas - Graduate School of Business
Lu Ann Bowers's J.P. Morgan Experience October 2008 - February 2015
Job Senior Lender/Risk Manager
Industry Financial Services
Experience
J.P. Morgan October 2008 - February 2015
Natixis Capital Markets N.A. March 2003 - June 2007
CIBC World Markets January 1989 - March 2003
Chase Manhattan Corporation 1981 - 1988
Skills
Portfolio Management, Investment Banking, Investments, Structured Finance, Finance, Due Diligence, Financial Structuring, Capital Markets, Financial Services, Management, CRM, Credit, Banking, Credit Risk, Fixed Income, Credit Analysis, Securitization, Asset Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Wharton School-University of Pennsylvania, Finance, General
University of Denver
BA, Psychology
J.P. Morgan October 2008 - February 2015
Natixis Capital Markets N.A. March 2003 - June 2007
CIBC World Markets January 1989 - March 2003
Chase Manhattan Corporation 1981 - 1988
Skills
Portfolio Management, Investment Banking, Investments, Structured Finance, Finance, Due Diligence, Financial Structuring, Capital Markets, Financial Services, Management, CRM, Credit, Banking, Credit Risk, Fixed Income, Credit Analysis, Securitization, Asset Management, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Wharton School-University of Pennsylvania, Finance, General
University of Denver
BA, Psychology
David Kraus, MBA's J.P. Morgan Experience January 2014 - Present
Job Treasury Operations Manager | Analysis, Controls, Processes & IT Automation | HighVolume Collateral & Funds Trading
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan December 2011 - December 2013
JPMorgan Chase 2011 - November 2011
Seminole Electric Cooperative May 2009 - February 2011
Northern First Financial 2007 - 2009
New Century Financial January 2002 - September 2007
Skills
Negotiation, Team Leadership, Analytical Abilities, Analysis, Analytical Skills, Banking, CRM, Finance, Financial Analysis, Leadership, Management, Marketing, Marketing Strategy, Process Improvement, Risk Management, Sales, Strategic Planning, Strategy, Training
Education
University of Florida
B.S., Economics
University of South Florida
Master’s Degree, M.B.A., Finance and Management
J.P. Morgan January 2014 - Present
J.P. Morgan December 2011 - December 2013
JPMorgan Chase 2011 - November 2011
Seminole Electric Cooperative May 2009 - February 2011
Northern First Financial 2007 - 2009
New Century Financial January 2002 - September 2007
Skills
Negotiation, Team Leadership, Analytical Abilities, Analysis, Analytical Skills, Banking, CRM, Finance, Financial Analysis, Leadership, Management, Marketing, Marketing Strategy, Process Improvement, Risk Management, Sales, Strategic Planning, Strategy, Training
Education
University of Florida
B.S., Economics
University of South Florida
Master’s Degree, M.B.A., Finance and Management
Ryan Funanage's J.P. Morgan Experience March 2015 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
J.P. Morgan May 2012 - March 2015
J.P. Morgan July 2011 - April 2012
J.P. Morgan January 2008 - June 2011
Skills
Banking, Risk Management, Financial Risk, Financial Analysis, Investment Banking
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Finance & Economics, ●GPA: 3.96 College of Business and Economics GPA: 4.0
J.P. Morgan March 2015 - Present
J.P. Morgan May 2012 - March 2015
J.P. Morgan July 2011 - April 2012
J.P. Morgan January 2008 - June 2011
Skills
Banking, Risk Management, Financial Risk, Financial Analysis, Investment Banking
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Finance & Economics, ●GPA: 3.96 College of Business and Economics GPA: 4.0
John Zakreski's J.P. Morgan Experience August 1991 - May 2003
Job Vice President, Tiedemann Trust Company
Industry Financial Services
Experience
Tiedemann Trust Company May 2003 - Present
J.P. Morgan August 1991 - May 2003
Skills
High Net Worth..., Wealth Management...
Education
University of Delaware - Lerner College of Business and Economics 1987 — 1991
BSBA, Business Administration
Salesianum 1983 — 1987
Tiedemann Trust Company May 2003 - Present
J.P. Morgan August 1991 - May 2003
Skills
High Net Worth..., Wealth Management...
Education
University of Delaware - Lerner College of Business and Economics 1987 — 1991
BSBA, Business Administration
Salesianum 1983 — 1987
Robert Dean Rowley's J.P. Morgan Experience 1996 - 1997
Job Vice President – Consumer Bank – InMarket Platforms and Product Build at Capital One
Industry Banking
Experience
Capital One June 2015 - Present
Capital One June 2014 - June 2015
Capital One [Capital One 360] June 2012 - June 2014
ING DIRECT May 2006 - June 2012
ING DIRECT August 2004 - May 2006
Starpoint Solutions June 2002 - August 2004
Arthur Andersen LLP February 1997 - June 2002
J.P. Morgan 1996 - 1997
J.P. Morgan 1992 - 1996
Skills
Product Management, Enterprise Software, Banking, Business Analysis, Internet Banking, Product Development, Financial Services, Portfolio Management, Product Marketing, Management Consulting, Vendor Management, Management, Product Innovation, Project Management, Consulting, Bill Payment, Remote Deposit Capture, SDLC, RFP, RFI, Strategic Consulting, Design Thinking, Database Design, Managing Database, Checks, Digital, Business Development, Customer Experience, Analytics, CRM, Change Management, Leadership, Retail Banking, Entrepreneurship, Analysis, Innovation, Debit Cards, Agile Methodologies
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
MBA, Finance, General
University of Delaware - Lerner College of Business and Economics 1988 — 1992
Bachelor of Science (B.S.), Economics
University of Delaware 1988 — 1992
Bachelor of Arts (B.A.), Mathematics
Capital One June 2015 - Present
Capital One June 2014 - June 2015
Capital One [Capital One 360] June 2012 - June 2014
ING DIRECT May 2006 - June 2012
ING DIRECT August 2004 - May 2006
Starpoint Solutions June 2002 - August 2004
Arthur Andersen LLP February 1997 - June 2002
J.P. Morgan 1996 - 1997
J.P. Morgan 1992 - 1996
Skills
Product Management, Enterprise Software, Banking, Business Analysis, Internet Banking, Product Development, Financial Services, Portfolio Management, Product Marketing, Management Consulting, Vendor Management, Management, Product Innovation, Project Management, Consulting, Bill Payment, Remote Deposit Capture, SDLC, RFP, RFI, Strategic Consulting, Design Thinking, Database Design, Managing Database, Checks, Digital, Business Development, Customer Experience, Analytics, CRM, Change Management, Leadership, Retail Banking, Entrepreneurship, Analysis, Innovation, Debit Cards, Agile Methodologies
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
MBA, Finance, General
University of Delaware - Lerner College of Business and Economics 1988 — 1992
Bachelor of Science (B.S.), Economics
University of Delaware 1988 — 1992
Bachelor of Arts (B.A.), Mathematics
Matt Dorgan's J.P. Morgan Experience June 2011 - October 2014
Job Credit Manager at Mercuria Energy
Industry Oil & Energy
Experience
Mercuria Energy America, Inc October 2014 - Present
J.P. Morgan June 2011 - October 2014
J.P. Morgan June 2007 - June 2011
Skills
Banking, Credit, Risk Management, Business Analysis, Derivatives, Financial Modeling, Financial Analysis, Credit Risk
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science (BS), Finance
Mercuria Energy America, Inc October 2014 - Present
J.P. Morgan June 2011 - October 2014
J.P. Morgan June 2007 - June 2011
Skills
Banking, Credit, Risk Management, Business Analysis, Derivatives, Financial Modeling, Financial Analysis, Credit Risk
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science (BS), Finance
Robert Pascuzzi's J.P. Morgan Experience June 2014 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2014 - Present
Morgan Stanley January 2012 - June 2014
Morgan Stanley December 2009 - January 2012
Morgan Stanley December 2007 - December 2009
Morgan Stanley December 2005 - December 2007
Morgan Stanley May 2004 - December 2005
Christiana Bank & Trust February 2003 - May 2004
Skills
Fixed Income, Management, Team Management, Risk Management, Financial Analysis, Derivatives, Equities, Hedge Funds, Capital Markets, Finance, Securities
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Finance, Finance
Mt Lebanon High School 1994 — 1998
J.P. Morgan June 2014 - Present
Morgan Stanley January 2012 - June 2014
Morgan Stanley December 2009 - January 2012
Morgan Stanley December 2007 - December 2009
Morgan Stanley December 2005 - December 2007
Morgan Stanley May 2004 - December 2005
Christiana Bank & Trust February 2003 - May 2004
Skills
Fixed Income, Management, Team Management, Risk Management, Financial Analysis, Derivatives, Equities, Hedge Funds, Capital Markets, Finance, Securities
Education
University of Delaware - Lerner College of Business and Economics 1998 — 2002
Finance, Finance
Mt Lebanon High School 1994 — 1998
Lisa Hilleboe's J.P. Morgan Experience June 2008 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2008 - Present
Bear Stearns 2007 - 2008
Walgreens 2002 - 2005
Education
University of Florida 1998 — 2002
J.P. Morgan June 2008 - Present
Bear Stearns 2007 - 2008
Walgreens 2002 - 2005
Education
University of Florida 1998 — 2002
Christy Coon's J.P. Morgan Experience August 2003 - June 2011
Job Sr. Portfolio Manager
Industry Investment Management
Experience
Great Lakes Advisors June 2011 - Present
J.P. Morgan August 2003 - June 2011
Lake Shore Capital Management, Inc. 1991 - 2000
Education
University of Denver
Master of Arts
University of Nebraska-Lincoln
BS
Great Lakes Advisors June 2011 - Present
J.P. Morgan August 2003 - June 2011
Lake Shore Capital Management, Inc. 1991 - 2000
Education
University of Denver
Master of Arts
University of Nebraska-Lincoln
BS
Dennis Camilleri's J.P. Morgan Experience June 2012 - Present
Job Vice President/Senior Banker at JPMorgan Chase & Co.
Industry Banking
Experience
J.P. Morgan June 2012 - Present
JPMorgan Chase Bank January 2005 - June 2012
JPMorgan Chase Bank January 2002 - December 2004
First Chicago NBD January 1993 - December 2001
Skills
Sales/Relationship..., Credit..., Capital Markets, Treasury Management..., Treasury Management, Credit, Banking, Portfolio Management, Management, Commercial Banking, Structured Finance, Underwriting, Mergers & Acquisitions, Leveraged Finance, Credit Analysis, Financial Modeling, Commercial Lending, Valuation, Middle Market, Financial Structuring, Corporate Finance, Loans, Syndications, Credit Risk
Education
University of Detroit Mercy
MBA, Corporate Finance, Marketing
Wayne State University
Bachelor's of Science, Finance
J.P. Morgan June 2012 - Present
JPMorgan Chase Bank January 2005 - June 2012
JPMorgan Chase Bank January 2002 - December 2004
First Chicago NBD January 1993 - December 2001
Skills
Sales/Relationship..., Credit..., Capital Markets, Treasury Management..., Treasury Management, Credit, Banking, Portfolio Management, Management, Commercial Banking, Structured Finance, Underwriting, Mergers & Acquisitions, Leveraged Finance, Credit Analysis, Financial Modeling, Commercial Lending, Valuation, Middle Market, Financial Structuring, Corporate Finance, Loans, Syndications, Credit Risk
Education
University of Detroit Mercy
MBA, Corporate Finance, Marketing
Wayne State University
Bachelor's of Science, Finance
Prarthan Christian's J.P. Morgan Experience March 2013 - May 2014
Job Vice President at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. May 2014 - Present
J.P. Morgan March 2013 - May 2014
J.P. Morgan March 2010 - February 2013
JPMorgan August 2008 - February 2010
JP Morgan Chase January 1999 - July 2008
Skills
Program Management, Acquisition Integration, Project Management, Leadership, Strategy, Strategic Thinking, People Development, Risk Management, Capital Markets, Banking, Management, Finance, Integration
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
BSBA, Finance
JPMorgan Chase & Co. May 2014 - Present
J.P. Morgan March 2013 - May 2014
J.P. Morgan March 2010 - February 2013
JPMorgan August 2008 - February 2010
JP Morgan Chase January 1999 - July 2008
Skills
Program Management, Acquisition Integration, Project Management, Leadership, Strategy, Strategic Thinking, People Development, Risk Management, Capital Markets, Banking, Management, Finance, Integration
Education
University of Delaware - Lerner College of Business and Economics 1996 — 1998
BSBA, Finance
Jessica Rosenberg's J.P. Morgan Experience May 2011 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2011 - Present
Barclays Wealth September 2008 - August 2010
Education
University of Florida
J.P. Morgan May 2011 - Present
Barclays Wealth September 2008 - August 2010
Education
University of Florida
Jason James Smith's J.P. Morgan Experience December 2011 - Present
Job Associate at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan December 2011 - Present
Raymond James Bank October 2008 - January 2012
Regions Bank August 2007 - October 2008
Regions Bank June 2007 - August 2007
Skills
Series 79, Series 63
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
J.P. Morgan December 2011 - Present
Raymond James Bank October 2008 - January 2012
Regions Bank August 2007 - October 2008
Regions Bank June 2007 - August 2007
Skills
Series 79, Series 63
Education
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
Josh Alpert's J.P. Morgan Experience July 2011 - Present
Job Associate OTC Clearing CSR at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2011 - Present
J.P. Morgan July 2007 - July 2011
Aflac June 2006 - August 2006
Lakewood BlueClaws 2005 - 2005
Skills
Bloomberg, Derivatives, Banking, Securities, Financial Analysis, Risk Management, Investment Banking, Microsoft Excel, Data Analysis, Microsoft Office, Customer Service, Analytics, PowerPoint, Hedge Funds, Fixed Income, Leadership, Process Improvement
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Marketing, Management
J.P. Morgan July 2011 - Present
J.P. Morgan July 2007 - July 2011
Aflac June 2006 - August 2006
Lakewood BlueClaws 2005 - 2005
Skills
Bloomberg, Derivatives, Banking, Securities, Financial Analysis, Risk Management, Investment Banking, Microsoft Excel, Data Analysis, Microsoft Office, Customer Service, Analytics, PowerPoint, Hedge Funds, Fixed Income, Leadership, Process Improvement
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Marketing, Management
Robert Denning's J.P. Morgan Experience April 2013 - Present
Job Refined Products Trading at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2013 - Present
J.P. Morgan June 2009 - March 2013
Sovana Bistro April 2006 - March 2012
Skills
Risk Management, Product Control, Accounting, Valuation, Derivatives, Financial Analysis, Financial Reporting, Commodity, Commodity Markets, Microsoft Office, PowerPoint, SAP, Trading, Investment Banking, Finance, Trading Systems, Account Reconciliation, Internal Controls, Petroleum, Microsoft Excel, Financial Markets, Financial Risk, Options, Swaps, Corporate Finance
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Arts (B.A.), Accounting and Finance, 3.5
J.P. Morgan April 2013 - Present
J.P. Morgan June 2009 - March 2013
Sovana Bistro April 2006 - March 2012
Skills
Risk Management, Product Control, Accounting, Valuation, Derivatives, Financial Analysis, Financial Reporting, Commodity, Commodity Markets, Microsoft Office, PowerPoint, SAP, Trading, Investment Banking, Finance, Trading Systems, Account Reconciliation, Internal Controls, Petroleum, Microsoft Excel, Financial Markets, Financial Risk, Options, Swaps, Corporate Finance
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Arts (B.A.), Accounting and Finance, 3.5
Sylvia Bell's J.P. Morgan Experience June 2003 - July 2010
Job Managing Director, Investment Operations at Teacher Retirement System of Texas
Industry Internet
Experience
Teacher Retirement System of Texas July 2010 - Present
J.P. Morgan June 2003 - July 2010
Oracle December 1998 - June 2003
Deloitte Haskins and Sells January 1991 - December 1998
Skills
Business Development
Education
University of Florida 1989 — 1991
Master's degree, Accounting
University of Florida 1984 — 1988
Bachelor's degree, Accounting
Teacher Retirement System of Texas July 2010 - Present
J.P. Morgan June 2003 - July 2010
Oracle December 1998 - June 2003
Deloitte Haskins and Sells January 1991 - December 1998
Skills
Business Development
Education
University of Florida 1989 — 1991
Master's degree, Accounting
University of Florida 1984 — 1988
Bachelor's degree, Accounting
Matthew Novack's J.P. Morgan Experience June 2007 - August 2007
Job Foreign Exchange Sales at HSBC
Industry Banking
Experience
HSBC 2012 - Present
Wells Fargo Bank 2008 - 2012
J.P. Morgan June 2007 - August 2007
Skills
FX, FX Options, Structuring, Derivatives, Hedging, Capital Markets, Currency, Foreign Exchange..., Risk Management, Fixed Income, Foreign Exchange, Portfolio Management
Education
University of Florida 2007 — 2008
M.S., Finance
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
HSBC 2012 - Present
Wells Fargo Bank 2008 - 2012
J.P. Morgan June 2007 - August 2007
Skills
FX, FX Options, Structuring, Derivatives, Hedging, Capital Markets, Currency, Foreign Exchange..., Risk Management, Fixed Income, Foreign Exchange, Portfolio Management
Education
University of Florida 2007 — 2008
M.S., Finance
University of Florida - Warrington College of Business Administration 2003 — 2007
BSBA, Finance
Abe Skellenger's J.P. Morgan Experience June 2008 - January 2009
Job Corporate Bond Trader at Private Firm
Industry Investment Management
Experience
Private Firm April 2012 - Present
Private firm January 2009 - April 2012
J.P. Morgan June 2008 - January 2009
Bear Stearns March 2008 - May 2008
Skills
Capital Markets
Education
University of Florida - Warrington College Of Business 2007 — 2008
MS, Finance
United States Military Academy at West Point 1998 — 2002
BS, Economics and Information Systems Engineering
Private Firm April 2012 - Present
Private firm January 2009 - April 2012
J.P. Morgan June 2008 - January 2009
Bear Stearns March 2008 - May 2008
Skills
Capital Markets
Education
University of Florida - Warrington College Of Business 2007 — 2008
MS, Finance
United States Military Academy at West Point 1998 — 2002
BS, Economics and Information Systems Engineering
Andrew Vanderhorst, CFA, CFP®, CLU®'s J.P. Morgan Experience June 2010 - May 2012
Job Vice President Portfolio Manager
Industry Investment Management
Experience
Northern Trust June 2012 - Present
J.P. Morgan June 2010 - May 2012
Northern Trust March 2009 - June 2010
Northern Trust July 2006 - February 2009
Northern Trust September 2004 - June 2006
Skills
Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Investment Management, Securities, Investments, Portfolio Management, Wealth Management..., Asset Management, Fixed Income, Retirement Planning, Investment Advisory, Equities
Education
University of Florida 2013 — 2015
MBA
University of Chicago 2000 — 2004
BA, History
Boston University
Certificate, Financial Planning
Wall Street Prep 2012 — 2012
Certificate in Financial & Valuation Modeling
Goethe Institut
Northern Trust June 2012 - Present
J.P. Morgan June 2010 - May 2012
Northern Trust March 2009 - June 2010
Northern Trust July 2006 - February 2009
Northern Trust September 2004 - June 2006
Skills
Asset Allocation, Wealth Management, Investment Strategies, Mutual Funds, Investment Management, Securities, Investments, Portfolio Management, Wealth Management..., Asset Management, Fixed Income, Retirement Planning, Investment Advisory, Equities
Education
University of Florida 2013 — 2015
MBA
University of Chicago 2000 — 2004
BA, History
Boston University
Certificate, Financial Planning
Wall Street Prep 2012 — 2012
Certificate in Financial & Valuation Modeling
Goethe Institut
Andy Tuckett's J.P. Morgan Experience July 2011 - January 2015
Job Managing Director at Synchrony Financial
Industry Banking
Experience
Synchrony Financial January 2015 - Present
J.P. Morgan July 2011 - January 2015
JP Morgan January 2008 - July 2011
JP Morgan August 2003 - January 2008
IBM Global Business Services December 2001 - August 2003
PwC Consulting September 1994 - December 2001
Skills
Interest Rate Risk..., Liquidity Risk, Liquidity Management, Funds Transfer Pricing, Liquidity, Treasury, Executive Management, Capital Markets, FX Options, Derivatives, Cash, Treasury Services, Product Management, Balance Sheet, Interest Rate..., Treasury Management, Management, Fixed Income, Market Risk
Education
University of Exeter 1990 — 1994
BA Hons, Mathmatical Economics
Synchrony Financial January 2015 - Present
J.P. Morgan July 2011 - January 2015
JP Morgan January 2008 - July 2011
JP Morgan August 2003 - January 2008
IBM Global Business Services December 2001 - August 2003
PwC Consulting September 1994 - December 2001
Skills
Interest Rate Risk..., Liquidity Risk, Liquidity Management, Funds Transfer Pricing, Liquidity, Treasury, Executive Management, Capital Markets, FX Options, Derivatives, Cash, Treasury Services, Product Management, Balance Sheet, Interest Rate..., Treasury Management, Management, Fixed Income, Market Risk
Education
University of Exeter 1990 — 1994
BA Hons, Mathmatical Economics
Gregory Dave's J.P. Morgan Experience June 2011 - April 2014
Job Assistant Vice President at Bank of America
Industry Banking
Experience
Bank of America April 2014 - Present
J.P. Morgan June 2011 - April 2014
J.P. Morgan August 2008 - June 2011
University of Florida January 2007 - May 2008
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Management, Financial Analysis, Microsoft Word
Education
University of Florida - Warrington College of Business Administration 2005 — 2008
Bachelor’s Degree, Accounting and Finance, 3.8
Bank of America April 2014 - Present
J.P. Morgan June 2011 - April 2014
J.P. Morgan August 2008 - June 2011
University of Florida January 2007 - May 2008
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Management, Financial Analysis, Microsoft Word
Education
University of Florida - Warrington College of Business Administration 2005 — 2008
Bachelor’s Degree, Accounting and Finance, 3.8
Gokul Balasubramanian's J.P. Morgan Experience August 2013 - Present
Job VP at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2013 - Present
Expedia October 2011 - July 2013
SSTL November 2005 - October 2011
Skills
SDLC, Software Design, Visual Studio, Satellite, Aerospace, Systems Engineering, XML, Spring Framework, System Testing, Matlab, SQL, System Design, Spring, Object Oriented Design, Software Project..., CVS, JavaScript, Hibernate, Requirements Analysis, Agile Methodologies, UML, Testing, Java, Java Enterprise Edition, Software Development, Software Engineering
Education
Tamil Nadu Open University 2009 — 2011
Master of Business Administration (MBA), Operations and Supply Chain Management, 1st Class
University of East London 2003 — 2005
Master of Science (MSc), Computer Systems Engineering, 1st Class with distinction
Sri Venkateswara College of Engineering, Madras University 1998 — 2002
Bachelor of Engineering (B.E.), Computer Science and Engineering
J.P. Morgan August 2013 - Present
Expedia October 2011 - July 2013
SSTL November 2005 - October 2011
Skills
SDLC, Software Design, Visual Studio, Satellite, Aerospace, Systems Engineering, XML, Spring Framework, System Testing, Matlab, SQL, System Design, Spring, Object Oriented Design, Software Project..., CVS, JavaScript, Hibernate, Requirements Analysis, Agile Methodologies, UML, Testing, Java, Java Enterprise Edition, Software Development, Software Engineering
Education
Tamil Nadu Open University 2009 — 2011
Master of Business Administration (MBA), Operations and Supply Chain Management, 1st Class
University of East London 2003 — 2005
Master of Science (MSc), Computer Systems Engineering, 1st Class with distinction
Sri Venkateswara College of Engineering, Madras University 1998 — 2002
Bachelor of Engineering (B.E.), Computer Science and Engineering
Sapana Patel's J.P. Morgan Experience March 2014 - Present
Job Sr. Compliance Officer at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan March 2014 - Present
JPMorgan Chase November 2004 - March 2014
Education
University of Florida 1998 — 2002
Bachelor of Business Administration (BBA), Management Information Systems, General
J.P. Morgan March 2014 - Present
JPMorgan Chase November 2004 - March 2014
Education
University of Florida 1998 — 2002
Bachelor of Business Administration (BBA), Management Information Systems, General
Krystina Tamayo's J.P. Morgan Experience July 2013 - Present
Job Investment Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Motorola Solutions May 2010 - August 2010
Skills
Financial Analysis, Research, Investments, Market Research, Corporate Finance, Microsoft Excel, Banking, Data Analysis, Microsoft Office, Finance, PowerPoint, Leadership, Microsoft Word, Spanish, Business Analysis, Team Leadership, Analysis, Strategic Planning
Education
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Finance
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Motorola Solutions May 2010 - August 2010
Skills
Financial Analysis, Research, Investments, Market Research, Corporate Finance, Microsoft Excel, Banking, Data Analysis, Microsoft Office, Finance, PowerPoint, Leadership, Microsoft Word, Spanish, Business Analysis, Team Leadership, Analysis, Strategic Planning
Education
University of Florida 2009 — 2013
Bachelor of Science (B.S.), Finance
W. Robert (Bob) Smith's J.P. Morgan Experience December 1999 - Present
Job
Industry Financial Services
Experience
J.P. Morgan December 1999 - Present
Skills
New Business Development, Commercial Lending, Sales Management, Financial Analysis, Leadership, Sales, Banking, Credit, Commercial Banking, Loans, Credit Analysis, Risk Management, Treasury Management, Small Business Lending, CRM
Education
University of Florida 1964 — 1966
BA, Economics
Southwestern Graduate School of Banking
J.P. Morgan December 1999 - Present
Skills
New Business Development, Commercial Lending, Sales Management, Financial Analysis, Leadership, Sales, Banking, Credit, Commercial Banking, Loans, Credit Analysis, Risk Management, Treasury Management, Small Business Lending, CRM
Education
University of Florida 1964 — 1966
BA, Economics
Southwestern Graduate School of Banking
Katie du Pont's J.P. Morgan Experience June 2012 - August 2012
Job PCS Tax Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
Pratt Wasko, LLC / Integrated Wealth Management September 2011 - April 2014
PwC June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
The Delaware Center for Horticulture May 2011 - December 2011
Mendell/Horn Family January 2006 - December 2011
Fairville Inn April 2010 - June 2011
Semiannual SkidFest Charity Concert September 2008 - May 2010
BigRedWorks Cottage Maintenance June 2009 - August 2009
Francine's Community Marketplace June 2007 - September 2008
Skills
Microsoft Office, PC, Mac OS X, Photoshop, Filemaker Pro, Raiser's Edge, RezOvation, Google Apps, OpenOffice, Sierra Home Architect, Corel Office, Quickbooks, Illustrator, French, Photography, Able To Multi-task, Organizing, Fast Learner, Research, Customer Service, Presentation Preparation, Efficiency Optimization, Seeing The Big Picture, Lacerte, 1099 Preparation, W-2, QuickBooks, Payroll, Adobe Acrobat, Advertising, OS X, Facebook
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2013
Bachelor of Science, Accounting
University of Delaware - Lerner College of Business and Economics 2005 — 2010
Bachelor of Science, Business Administration - Marketing
PwC July 2014 - Present
Pratt Wasko, LLC / Integrated Wealth Management September 2011 - April 2014
PwC June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
The Delaware Center for Horticulture May 2011 - December 2011
Mendell/Horn Family January 2006 - December 2011
Fairville Inn April 2010 - June 2011
Semiannual SkidFest Charity Concert September 2008 - May 2010
BigRedWorks Cottage Maintenance June 2009 - August 2009
Francine's Community Marketplace June 2007 - September 2008
Skills
Microsoft Office, PC, Mac OS X, Photoshop, Filemaker Pro, Raiser's Edge, RezOvation, Google Apps, OpenOffice, Sierra Home Architect, Corel Office, Quickbooks, Illustrator, French, Photography, Able To Multi-task, Organizing, Fast Learner, Research, Customer Service, Presentation Preparation, Efficiency Optimization, Seeing The Big Picture, Lacerte, 1099 Preparation, W-2, QuickBooks, Payroll, Adobe Acrobat, Advertising, OS X, Facebook
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2013
Bachelor of Science, Accounting
University of Delaware - Lerner College of Business and Economics 2005 — 2010
Bachelor of Science, Business Administration - Marketing
Bobby Shutzer's J.P. Morgan Experience financial advisorJ.P. MorganJuly 1993 - July 2008
Job financial advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan financial advisorJ.P. MorganJuly 1993 - July 2008
Education
browne and nichols , university of denver 1960 — 1974
bs, finance
University of Denver
J.P. Morgan financial advisorJ.P. MorganJuly 1993 - July 2008
Education
browne and nichols , university of denver 1960 — 1974
bs, finance
University of Denver
Carol Muley's J.P. Morgan Experience August 2014 - Present
Job Sr. Process Engineering Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
JPMorgan Chase & Co. 2014 - Present
JP Morgan Chase Credit Card 2001 - Present
Skills
PMO, Risk Management, Software Project..., Business Analysis, Requirements Gathering, SDLC, Program Management, Vendor Management, Requirements Analysis, Process Improvement, Business Process..., Agile Project Management, Business Intelligence
Education
University of Detroit Mercy
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
University of Detroit Mercy
Master of Business Administration (MBA), International Marketing
J.P. Morgan August 2014 - Present
JPMorgan Chase & Co. 2014 - Present
JP Morgan Chase Credit Card 2001 - Present
Skills
PMO, Risk Management, Software Project..., Business Analysis, Requirements Gathering, SDLC, Program Management, Vendor Management, Requirements Analysis, Process Improvement, Business Process..., Agile Project Management, Business Intelligence
Education
University of Detroit Mercy
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
University of Detroit Mercy
Master of Business Administration (MBA), International Marketing
John Getchius's J.P. Morgan Experience June 2015 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan April 2012 - May 2015
Tiuta Plc June 2011 - August 2011
Skills
Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance, 3.67 Finance
2015 Level II Candidate in the CFA Program
J.P. Morgan June 2015 - Present
J.P. Morgan April 2012 - May 2015
Tiuta Plc June 2011 - August 2011
Skills
Bloomberg
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance, 3.67 Finance
2015 Level II Candidate in the CFA Program
William Lonergan's J.P. Morgan Experience September 2012 - January 2014
Job Staff Accountant at Wheeler, Wolfenden & Dwares, P.A.
Industry Accounting
Experience
Wheeler, Wolfenden & Dwares, P.A. January 2014 - Present
J.P. Morgan September 2012 - January 2014
Master Sidlow & Associates July 2012 - August 2012
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Accounting and Finance
University of Maryland College Park 2007 — 2009
Wheeler, Wolfenden & Dwares, P.A. January 2014 - Present
J.P. Morgan September 2012 - January 2014
Master Sidlow & Associates July 2012 - August 2012
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2012
BS, Accounting and Finance
University of Maryland College Park 2007 — 2009
James Primavesi's J.P. Morgan Experience 2005 - 2006
Job Vice President, Equity Derivatives Trading at Banco Santander
Industry Banking
Experience
Banco Santander June 2013 - Present
Banco Santander September 2011 - May 2013
Banco Santander February 2010 - August 2011
UBS Investment Bank 2007 - 2008
J.P. Morgan 2005 - 2006
Skills
Equity Derivatives, Financial Structuring, MBS, Microsoft Office, Equities, Structured Products, Investment Banking, Trading, Derivatives, Capital Markets, Financial Markets, Fixed Income, Banking, Finance, Bloomberg
Education
University of Exeter 2002 — 2005
Bachelor of Science (BSc), Mathematics and Physics, Class 1
Banco Santander June 2013 - Present
Banco Santander September 2011 - May 2013
Banco Santander February 2010 - August 2011
UBS Investment Bank 2007 - 2008
J.P. Morgan 2005 - 2006
Skills
Equity Derivatives, Financial Structuring, MBS, Microsoft Office, Equities, Structured Products, Investment Banking, Trading, Derivatives, Capital Markets, Financial Markets, Fixed Income, Banking, Finance, Bloomberg
Education
University of Exeter 2002 — 2005
Bachelor of Science (BSc), Mathematics and Physics, Class 1
Veronica Cyrus's J.P. Morgan Experience September 2010 - July 2014
Job Regional Bank Private Banker, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo July 2014 - Present
J.P. Morgan September 2010 - July 2014
Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Management and Marketing
University of Florida
Wells Fargo July 2014 - Present
J.P. Morgan September 2010 - July 2014
Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Management and Marketing
University of Florida
Jansen Stamps's J.P. Morgan Experience May 2008 - November 2013
Job HEDGE FUND GENERAL PARTNER
Industry Financial Services
Experience
, January 2000 - Present
J.P. Morgan May 2008 - November 2013
BEAR STEARNS April 1995 - May 2008
Credit Suisse November 1986 - April 1995
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Florida 1977 — 1980
BSBA, Finance, General
, January 2000 - Present
J.P. Morgan May 2008 - November 2013
BEAR STEARNS April 1995 - May 2008
Credit Suisse November 1986 - April 1995
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Florida 1977 — 1980
BSBA, Finance, General
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.