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
J.P. Morgan April 2014 - Present
Ernst & Young July 2013 - March 2014
PNC Financial Services Group June 2012 - August 2012
Henry Ford Health System May 2011 - August 2011
Skills
Investments, Process Improvement, Financial Modeling, Credit Analysis, Valuation, Financial Accounting, Microsoft Excel, Financial Analysis, Economics
Education
University of Michigan 2009 — 2013
BA, Economics
J.P. Morgan 2014 - Present
JPMorgan Chase & Co. 2011 - 2014
Wells Fargo 2003 - 2011
GTD, Inc 2000 - 2003
Skills
Commercial Banking, Treasury Management, Portfolio Management, Credit, Commercial Lending, Business Development, Sales, Financial Analysis, Cross Selling, Cash Management, Financial Services, Loans, Investments, Risk Management, Relationship Management, Capital Markets, Working Capital..., Payments, Merchant Services, Small Business Lending, Asset Based Lending
Education
University of Michigan 2000 — 2003
B.A.
De Gallery LLC June 2014 - Present
Bocho's Watches January 2010 - Present
J.P. Morgan June 2010 - July 2010
Constructora Necaxa S.A de C.V January 2009 - December 2009
Skills
Watches, Luxury Goods, Luxury Lifestyle, Sales, Sales Management, Strategic Planning, Project Planning, Logistics Management, Business Strategy, Economics, Business Planning, Entrepreneurship, Selling
Education
Columbia College (NY) 2014 — 2015
Finance, Accounting and Finance
University of Miami 2010 — 2013
Bachelor of Science (BS), Industrial Engineering
Chicago Trading Company July 2014 - Present
University of Michigan January 2014 - May 2014
J.P. Morgan June 2013 - August 2013
Phi Gamma Delta, Alpha Phi Chapter October 2011 - August 2013
Cardinal Health May 2012 - August 2012
University of Michigan Athletic Department January 2012 - April 2012
Hooper Hathaway January 2011 - April 2011
Skills
SQL, Python, Microsoft Excel, Matlab, C++, C, VBA, C#, WPF
Education
University of Michigan 2010 — 2014
Bachelor of Science in Engineering, Cum Laude, Computer Science
Princeton High School 2006 — 2010
J.P. Morgan March 2010 - Present
J.P. Morgan August 2008 - March 2010
Education
University of Michigan 2004 — 2008
Bachelor of Arts (B.A.), Economics
J.P. Morgan September 2012 - Present
JPMorgan Chase February 2010 - September 2012
Citi January 2009 - February 2010
Citi November 2004 - January 2009
Citi September 1994 - November 2004
Citi October 1988 - September 1994
American Stock Exchange August 1986 - October 1988
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor's degree, Psychology/Business Management
BNY Mellon March 2014 - Present
Northern Trust May 2011 - March 2014
Pine Trace 1995 - 2014
J.P. Morgan August 2001 - May 2011
National City Bank September 1999 - August 2001
Comerica Bank May 1988 - September 1999
Drexel Burnham Lambert 1987 - 1987
Drexel Burnham Lambert 1987 - 1987
Skills
Investments, Sales Management, FINRA Licenses: Series..., Asset Allocation /..., Wealth Management, Financial Services, Management, Sales, Investment Banking, Wealth Management..., Analysis, Banking, Loans, Financial Analysis, Credit, Risk Management, Series 7, Portfolio Management, Asset Allocation
Education
Wayne State University 1991 — 1994
Master of Business Administration (M.B.A.), Marketing/Management
University of Michigan 1985 — 1988
Bachelor of Arts (B.A.), Economics
Western Michigan University 1983 — 1985
J.P. Morgan July 2014 - Present
https://factorinvestingtutorial.wordpress.com April 2015 - Present
Michigan Student Artificial Intelligence Lab September 2013 - May 2014
University of Michigan April 2013 - August 2013
Theta Xi Fraternity January 2012 - December 2012
Vanderbilt University May 2012 - August 2012
Vector Marketing April 2010 - August 2010
Skills
Machine Learning, Economics, Portfolio Management, Quantitative Research, Financial Econometrics, Natural Language..., Investment Management, Artificial Intelligence, Data Analysis, Capital Markets, Equities, Fixed Income, Credit Derivatives, Derivatives, Alternative Investments, Matlab, Python, Java, C/C++ STL, Unix, SQL
Education
2016 Level II Candidate in the CFA Program
University of Michigan 2010 — 2014
Bachelor of Science Engineering, Computer Science, Cum Laude
J.P. Morgan April 2009 - Present
Goldman Sachs March 1989 - March 2009
Grumman Aerospace May 1985 - March 1989
Skills
Options, Commodity, Trading Systems, Trading, Derivatives, Commodity Risk..., Quantitative Analytics, Quantitative Risk, Electronic Trading, Financial Modeling, IT Strategy, Financial Markets, Financial Structuring, Series 7, Computer Science, Computer Engineering, Energy Derivatives, Deal Structures, Commodity Markets, Natural Gas, Quantitative Research, Oil & Gas Industry, Base Metals
Education
Columbia University in the City of New York 1987 — 1988
Master of Science (M.S.), electrical engineering
University of Massachusetts, Amherst 1981 — 1985
Bachelor of Science (BSc), Electrical and Computer Systems Engineering
Folger Hill Asset Management May 2015 - Present
Coatue Management September 2013 - December 2014
Luxury Goods and Retailing February 2012 - June 2013
Highbridge Capital Management May 2005 - December 2011
Bear Stearns 2002 - 2005
J.P. Morgan 2000 - 2002
Skills
Equities, Bloomberg, Valuation, Financial Modeling, Bonds, Derivatives, Equity Derivatives, Equity Valuation, Finance, Investment Management, Management, Securities, Start-ups, Strategy, Financial Markets
Education
University of Michigan 1996 — 2000
Bachelor of Business Administration (BBA)
JP Morgan Chase March 2015 - Present
JP Morgan Chase August 2014 - February 2015
Bank of America Merrill Lynch November 2012 - August 2014
J.P. Morgan July 2010 - October 2012
RBS Sempra Commodities April 2007 - June 2010
Fitch Algorithm November 2004 - November 2006
Citi Smith Barney July 2004 - October 2004
Flagstar Bank April 2002 - July 2004
Internet Security Systems November 2000 - April 2002
Skills
Derivatives, Quantitative Analytics, Risk Modeling, Commodities, Fixed Income, Trading Systems, Algorithms, Unix, Oracle SQL, Sybase, C++, Java, Python, Commodity, Credit Risk, Risk Management, Market Risk, Leadership, FX Options, Capital Markets, Options, Securities, Trading, Equities
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA
University of Michigan 1995 — 2000
Ph.D
Wuhan University
B.S.
Cornerstone Advisors, Inc. (Bellevue, WA) October 2014 - September 2015
J.P. Morgan September 2011 - October 2014
J.P. Morgan September 2008 - September 2011
Citadel Investment Group December 2007 - August 2008
Smith Rothchild Financial September 2005 - December 2007
Education
University of Michigan 2001 — 2005
BA, English
Up To Us University of Michigan September 2013 - Present
Net Impact Undergrad at the Ross School of Business October 2011 - Present
J.P. Morgan May 2015 - August 2015
Liberty in North Korea - University of Michigan Chapter September 2012 - April 2014
iLuv Creative Technology May 2012 - August 2012
Samuel S.H. Ahne Lawyer Office January 2011 - May 2011
Skills
People Skills, Verbal and Written..., Problem Solving, Public Relations, Social Media, Event Planning, Leadership, Marketing, Internal Communications, Team Leadership, Advertising, Marketing Strategy, Microsoft Word
Education
University of Michigan 2011 — 2015
Bachelor's Degree, Sociology and Complex Systems
Stuyvesant 2007 — 2011
Stuyvesant High School Diploma
Cummins Power Systems, LLC May 2014 - Present
Cummins Power Systems, LLC March 2011 - May 2014
GE Power & Water October 2009 - March 2011
GE 2005 - 2009
GE Capital 2004 - 2005
GE Capital 2001 - 2004
Quorum Federal Credit Union 2000 - 2001
J.P. Morgan 1999 - 2000
CitiVision 1997 - 1999
J.P. Morgan 1992 - 1997
Skills
Finance, Acquisition Integration, Financial Analysis, Pricing, Financial Modeling, Managerial Finance, Mergers & Acquisitions, Financial Audits, Financial Reporting, Change Management, Forecasting, Business Strategy, Sarbanes-Oxley Act, Variance Analysis, Six Sigma, Process Improvement, Strategic Financial..., Internal Controls, Corporate Finance, US GAAP, Cost Accounting, Cross-functional Team..., Accounting, Restructuring, Strategic Planning, Sarbanes-Oxley
Education
University of Michigan 2013 — 2015
Master of Business Administration (M.B.A.)
The King's College
BS, Accounting
The Barre Code January 2015 - Present
Zumba Fitness LLC July 2012 - Present
J.P. Morgan June 2015 - July 2015
University of Michigan Ross School of Business January 2013 - September 2014
Ginkgotree, Inc May 2014 - August 2014
MSU Potato Genetics August 2011 - August 2012
MSUHRLR May 2012 - July 2012
Skills
Laboratory, Microsoft Office, Leadership, Editing, Human Resources, Photography, Quality Assurance, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Time Management, Research, Public Speaking, Windows, Facebook, Social Media, Teaching, Data Analysis, Social Networking
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Marketing
University of Michigan 2012 — 2016
Bachelor's degree, Informatics
J.P. Morgan October 2014 - Present
J.P. Morgan July 2012 - October 2014
JP Morgan June 2011 - August 2011
Merrill Lynch October 2010 - April 2011
The Chicago Bar Association June 2010 - August 2010
Chicago Daley Center June 2010 - August 2010
Ann Arbor Public Schools October 2009 - March 2010
Skills
Investments, Wealth Management, Economics, Bloomberg Terminal, Asset Allocation, Banking, Series 63, Series 7, Equities, Options, Financial Modeling, Capital Markets, Series 7 Certification, Bloomberg, Fixed Income, Portfolio Management, Argus Modeling, Real Estate
Education
University of Michigan 2008 — 2012
B.A., Economics
SunTrust Robinson Humphrey April 2014 - Present
J.P. Morgan March 2011 - April 2014
J.P. Morgan March 2011 - March 2012
J.P. Morgan February 2007 - February 2011
J.P. Morgan August 2004 - January 2007
Skills
Commercial Banking, Capital Markets, Corporate Finance, Fixed Income, Investment Banking, Derivatives, Financial Modeling, Valuation, Bloomberg, Investments, Series 7, Asset Management, Equities, Credit Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
Bachelor of Business Administration (BBA), Finance and Marketing
University of Michigan 2000 — 2002
Microsoft May 2014 - August 2014
University of Michigan September 2013 - April 2014
Microsoft May 2013 - August 2013
J.P. Morgan June 2012 - August 2012
University of Michigan 2012 - 2012
Skills
C++, C, Java, Python, Linux, Android Development, Django, Windows Phone
Education
University of Michigan 2011 — 2015
Bachelor of Engineering (B.Eng.), Computer Science, Sophomore
J.P. Morgan June 2015 - August 2015
MasterCard June 2014 - August 2014
Camner Academic Resource Center September 2013 - May 2014
Pipiolo Shoes January 2012 - July 2012
100% Banco May 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Research, Public Speaking, Teamwork, Windows, English, AutoCAD, Management, Retail, Training
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Marketing
J.P. Morgan Private Bank July 2014 - Present
J.P. Morgan Private Bank June 2011 - July 2014
J.P. Morgan June 2010 - August 2010
Christine C. Quinn Campaign July 2009 - August 2009
Prosky and Rosenfeld, LLC May 2009 - August 2009
Sports to Support August 2007 - June 2009
Skills
Series 7, Series 63, Wealth Management, Estate Planning, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Golf, Michigan Sports, Investments, Fixed Income, PowerPoint, Strategy, Portfolio Management, Analysis, Financial Modeling, Finance, Bloomberg, Equities
Education
University of Michigan 2008 — 2011
BBA, Business
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
J.P. Morgan July 2015 - Present
New Heights Research 2014 - September 2014
Title Source June 2013 - August 2013
RPM International Inc. May 2012 - August 2012
University of Michigan January 2012 - May 2012
Maroon, Inc. May 2011 - July 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Microsoft Office, French, Microsoft Word, Photoshop, Social Media, InDesign, Illustrator
Education
University of Michigan 2010 — 2014
Bachelor's Degree, Economics, International Studies, University Honors
Revere High School 2006 — 2010
Honors
WordStream January 2015 - Present
J.P. Morgan July 2013 - December 2014
US Army May 2009 - May 2013
Skills
Logistics, Accountability, PowerPoint, Microsoft Excel, Operations Management, Leadership Development, Analytical Skills, Microsoft Word, Outlook, Personnel Management, Mentoring, Training, Notary Public, Office Administration, Purchase Orders, Customer Service, Human Resources, Management, Event Planning, Microsoft Office, Research, Leadership, Marketing, Social Media
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (BA), Mass Communication/Media Studies, A
Bedford High School 2001 — 2005
TIAA-CREF October 2014 - Present
J.P. Morgan January 2011 - October 2014
UBS Investment Bank/TAP Advisors January 2010 - November 2010
Skills
Financial Modeling, Equity Trading, Technical Analysis, Private Equity, Valuation, Venture Capital, Investment Banking, Investments, Equities, Equity Research, Due Diligence, Hedge Funds, LBO, Capital Markets, Corporate Development
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance & Venture Capital
University of Michigan
MSEE, Electrical Engineering
J.P. Morgan May 2012 - August 2012
13th Floor Investments August 2011 - May 2012
Property Tax Management, LLC. May 2011 - September 2011
Carter McKenzie, Inc. July 2010 - August 2010
Arcturus Group May 2010 - July 2010
The Big Screen Solution May 2007 - June 2009
Education
University of Miami 2009 — 2013
BBA, Accounting, Finance
University of Miami - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
University of Miami Student Government April 2012 - March 2013
Alpha Epsilon Pi November 2011 - November 2012
J.P. Morgan May 2012 - August 2012
Barasch McGarry Salzman & Penson May 2011 - August 2011
Education
University of Miami 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Legal Studies
Kellogg School of Management August 2015 - Present
HCS Properties LLC August 2012 - Present
TechnoServe June 2014 - July 2015
McKinsey & Company September 2012 - June 2014
J.P. Morgan July 2010 - September 2012
PNC Financial Services Group June 2009 - August 2009
Ocean Spray Cranberries May 2007 - July 2008
Skills
Finance, Strategic Consulting, Operations Management, Financial Analysis, Real Estate, Financial Modeling
Education
Villanova University 2006 — 2010
BSc, Summa Cum Laude, Finance and Economics
University of Melbourne - Melbourne Business School 2008 — 2008
J.P. Morgan October 2012 - Present
Litman Gregory Asset Management September 2006 - September 2012
Litman/Gregory January 2006 - January 2007
Litman/Gregory October 2002 - December 2005
AssetMark Investment Services July 2002 - October 2002
Skills
Asset Allocation, Mutual Funds, Investment Advisory, Investments, Portfolio Management, Asset Managment, Bloomberg, Alternative Investments, Equity Research, Valuation, Asset Management, Investment Management, Wealth Management, Equities, Hedge Funds
Education
University of Miami
B.B.A., Economics
J.P. Morgan June 2012 - Present
University of Michigan August 2011 - December 2011
Nomura Securities June 2011 - August 2011
KMAC May 2009 - July 2009
Republic of Korea Army April 2007 - March 2009
Hynix Semiconductor July 2006 - August 2006
Hasbro January 2003 - June 2003
Skills
C++, Matlab, VBA, VB.NET, R, SQL, SAS, Bloomberg, PowerPoint, Excel, Word, Minitab, Mathematical Modeling, Financial Engineering, Korean, Risk Management, Financial Modeling, Quantitative Research, Quantitative Analysis, Trading, Market Risk, Statistics, Derivatives, Quantitative Analytics, Microsoft Excel, Data Analysis
Education
University of Michigan 2010 — 2011
MSE, Financial Engineering
University of Michigan 2009 — 2010
MSE, Industrial and Operations Engineering
University of Michigan 2002 — 2006
BSE, Industrial and Operations Engineering
J.P. Morgan June 2013 - Present
Alliant Capital LLC May 2010 - May 2013
Comerica Bank February 2006 - January 2010
Comerica Bank August 2004 - February 2006
Skills
Loans, Credit, Credit Risk, Financial Analysis, Portfolio Management, Real Estate, Commercial Banking, Credit Analysis, Underwriting, Financial Modeling, Commercial Lending, Due Diligence, Mortgage Lending, Investments, Asset Managment, Treasury Management, Financial Reporting, Finance, Commercial Real Estate, Management, Commercial Mortgages, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
Bachelor of Business Administration
University of Michigan
J.P. Morgan January 2014 - Present
J.P. Morgan June 2010 - January 2014
UBS May 2007 - September 2010
Great Point Capital LLC July 2006 - May 2007
Maize & Blue Loft Company June 2005 - July 2006
Education
University of Michigan 2002 — 2006
Bachelor of Arts, Economics
Northern Trust March 2013 - Present
Morgan Stanley August 2011 - March 2013
Ecolab March 2010 - June 2011
J.P. Morgan April 2009 - August 2009
Citigroup February 2008 - February 2009
Accredited Home Lenders June 2006 - August 2007
Skills
Reconciliations, Customer Service, Developing Client..., Client Retention, Client Relationship..., Excel, Pivot Tables, Microsoft Office, Lotus Notes, General Ledger..., Financial Operations, Energy Trading, Credit Derivatives, Equity Derivatives, Derivatives, Trading Floor, Mortgage Underwriting, Settlements, Options, Futures, Business Development, Microsoft Excel, CRM, Trading, Commodity Markets, Leadership, Settlement, Financial Services, Financial Analysis, Management, Finance, Financial Modeling, Sales
Education
University of Michigan 2001 — 2006
Bachelor of Science, Economics and General Biology
J.P. Morgan June 2014 - Present
University of Michigan Ross School of Business September 2010 - December 2013
J.P. Morgan June 2013 - August 2013
KeyBanc Capital Markets June 2012 - August 2012
University of Michigan May 2012 - June 2012
Cleveland Museum of Art May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, English, Microsoft Office, Microsoft Word, Windows, Research, Outlook, Teaching, Public Speaking, Syndications, Commercial Banking, Leveraged Finance, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, Corporate Strategy and Finance
University of Michigan 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
University School
J.P. Morgan SDE InternAmazonMay 2014 - August 2014
GE Aviation May 2013 - August 2013
Skills
C++, C, Python, Programming, Java, Linux, SQL, MySQL, PHP, Mandarin, Github
Education
University of Michigan 2010 — 2014
Bachelor of Science (BS), Computer Science
University of Michigan 2010 — 2014
B.S., Computer Science
Sterne Agee CRT April 2015 - Present
Sterne Agee October 2014 - April 2015
Sterne Agee October 2013 - October 2014
O'Neil and Associates 2012 - 2012
J.P. Morgan May 2010 - September 2010
Skills
Microsoft Office, E-Trade Competent, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Financial Analysis, Sales, Entrepreneurship, Equities, Trading, Outlook
Education
University of Miami - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Cold Spring Harbor High School 2005 — 2009
Advanced Regents Diploma
J.P. Morgan July 2014 - Present
Lazard May 2013 - August 2013
Skills
Corporate Finance, Microsoft Excel, Data Analysis, Statistics, Business Strategy, Microsoft Office, Business Analysis, Valuation, Financial Modeling, Spanish
Education
University of Michigan 2010 — 2014
B.A, Economics & Applied Statistics
J.P. Morgan February 2015 - Present
J.P. Morgan January 2010 - February 2015
J.P. Morgan April 2005 - December 2009
BiscayneAmericas Advisers May 2002 - April 2005
Skills
Fixed Income, Emerging Markets, Bloomberg, Portfolio Management, Bonds, Trading, Financial Analysis, Sales, Asset Managment, New Business Development, High Yield Bonds
Education
University of Miami - School of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
American School Foundation, Mexico City 1996 — 1998
High School
Colegio Internacional de Caracas, Venezuela 1989 — 1996
High School
J.P. Morgan June 2013 - Present
DAS Capital Ltd. January 2013 - June 2013
Merrill Lynch May 2012 - August 2012
Consulate General of France March 2012 - August 2012
Genesis Investment Advisors, LLC. May 2011 - August 2011
Skills
Bloomberg, ThomsonOne, Thomson One Analytics, Microsoft Excel, Spanish, Investments, Corporate Finance, Finance, Customer Service, Economics, Portfolio Management, Research, Analysis, Market Research, Financial Analysis, Financial Modeling, Asset Management, Valuation, Fixed Income, Equities, Derivatives, Wealth Management, Capital Markets, Private Equity
Education
University of Miami 2010 — 2012
BBA, Finance
J.P. Morgan December 2013 - Present
Sberbank CIB (formerly Troika Dialog) July 2010 - August 2013
Alpari (RU) November 2009 - July 2010
Alinga Consulting Group January 2009 - May 2009
Skills
Russian, International Relations, Translation, Foreign Languages, Market Research, English, Multilingual, Public Relations, Research, Management
Education
University of Michigan 2005 — 2008
BA, Russian
University of Rochester Office of Institutional Resources May 2013 - Present
J.P. Morgan February 2010 - April 2013
RAS Capital Management LLC June 2006 - February 2010
Ferro Capital 2004 - June 2006
Weil, Gotshal & Manges LLP 2003 - 2004
Ondotek, Inc. 2000 - 2003
Skadden Arps 1996 - 2000
Skills
Wealth Management, Alternative Investments
Education
University of Chicago 1993 — 1996
JD, Law
University of Michigan 1989 — 1993
BA, Economics
Roeper
Tremor Video 2014 - Present
Wall Street to SIlicon Alley Roundtable 2012 - Present
Seedcamp 2013 - 2015
Genesis Media LLC August 2012 - December 2014
J.P. Morgan April 2009 - June 2012
J.P. Morgan August 2007 - March 2009
Education
University of Michigan
Bachelor of Arts (B.A.), Economics
J.P. Morgan May 2014 - Present
University of Michigan Ross School of Business September 2012 - Present
Quicken Loans May 2013 - August 2013
Music To Make It Better: A Charity Cabaret June 2011 - July 2013
Relay for Life September 2009 - May 2012
Skills
AMP (Amazing Mortgage..., Appraisals, ATLAS (Appraisal Title..., Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Leadership, Social Media, Social Networking
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Entrepreneurial Studies
University of Michigan 2011 — 2012
Bachelor of Business Administration (BBA), Finance and Entrepreneurial Studies
RBC Capital Markets July 2014 - Present
J.P. Morgan June 2013 - July 2014
Bright Futures August 2011 - April 2013
Grosvenor Capital Management May 2012 - August 2012
Phi Kappa Psi Fraternity January 2011 - December 2011
Broadridge Financial May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Economics, Accounting, PowerPoint, Investments, Microsoft Office, Bloomberg, Data Analysis, Microsoft Word, Research, Risk Management, Due Diligence, Hedge Funds, Portfolio Management, Analysis, Finance
Education
University of Michigan 2009 — 2013
BBA, Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Accounting and Finance
Retired - RJK Consulting June 2011 - July 2015
Catholic Foreign Mission of America, Inc. 2009 - 2011
JPMorgan 2007 - 2009
J.P. Morgan 2007 - 2009
Grameen Foundation March 2007 - December 2007
Securitas March 2005 - December 2006
American Express Bank January 1999 - April 2004
Citibank Russia January 1970 - February 1999
Citibank January 1970 - January 1999
Citibank 1970 - 1999
Skills
Risk, Operational Risk, Portfolio Management, Operational Risk..., Capital Markets, Financial Modeling, Due Diligence, Strategic Planning, Strategic Financial..., Investment Banking, Mergers, Financial Services, Managerial Finance, Cash Management, Mergers & Acquisitions, Program Management, Business Analysis, Strategy, Budgets, Finance, Project Management, Management
Education
University of Miami 1967 — 1970
BBA, Transportation Management
University of Miami 1967 — 1970
B.B.A, Transportation Management
Highland Falls High School
Highland Falls High School
Highland Falls High School
J.P. Morgan January 2010 - Present
Bernstein Global Wealth Management October 2001 - January 2010
Education
University of Miami 1995 — 1996
Master of Business Administration (MBA), International Business
U.S. Naval Academy 1984 — 1988
Bachelor of Science (B.S.), Economics
J.P. Morgan April 2014 - Present
Bank of America Merrill Lynch July 2013 - April 2014
McKinsey & Company June 2012 - August 2012
Hidra Ltd May 2011 - July 2011
PwC Consulting June 2010 - July 2010
Hill+Knowlton Strategies May 2009 - July 2009
Skills
Financial Modeling, Data Analysis, Valuation, Corporate Finance, Latin American markets, M&A analysis, Equity Research, Management Consulting, Operations Management, Statistical Data..., Business Analysis, Simulation, Optimization Strategies, Lean Operations, Inventory Control, Business Process..., Entrepreneurship, Bloomberg Terminal, Minitab, Microsoft Office, Asset Management
Education
University of Michigan 2008 — 2012
Bachelor of Science (B.S.), Industrial and Operations Engineering
Quotient Limited April 2015 - Present
Salix Pharmaceuticals March 2014 - April 2015
Bacardi January 2013 - February 2014
Bacardi March 2012 - December 2012
University of Miami January 2012 - December 2012
Royal Caribbean International June 2012 - August 2012
State of Ohio Department of Commerce March 2011 - December 2011
Bethel Grove Dental Group January 2009 - March 2011
J.P. Morgan July 2007 - August 2008
PepsiCo - Quaker, Tropicana, Gatorade August 2005 - July 2007
Skills
Social Media, Marketing Strategy, Microsoft Office, Analytics, Management, Sales, Six Sigma, Market Research, Marketing, Finance, Data Analysis, Strategic Planning, Leadership, Social Media Marketing, Marketing Communications, Business Strategy, Analysis, Social Networking, Project Management
Education
University of Miami - School of Business 2012 — 2012
Master of Business Administration (MBA), Management Sciences and Quantitative Methods
The Ohio State University - The Max M. Fisher College of Business 2001 — 2004
Bachelors of Science in Business Administration, Marketing
J.P. Morgan February 2011 - Present
UBS February 2010 - December 2010
J.P. Morgan April 2007 - January 2010
Banco de Crédito BCP May 2005 - March 2007
Education
University of Miami 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan June 2015 - Present
Discover Financial Services May 2014 - August 2014
Northbrook Park District June 2013 - August 2013
Skills
Microsoft Technologies, AMPL, Controlling Budgets, Calendar Planning, Minitab, Social Media Consulting, Project Management, Team Leadership, Organization, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Junior
University of Michigan 2012 — 2016
Bachelor of Science (BS), Industrial & Operations Engineering, Junior
J.P. Morgan June 2015 - Present
JPMorgan Chase June 2014 - August 2014
Raymond James Financial Inc. May 2013 - August 2013
Park Street Advisors January 2013 - April 2013
Rahdert Steele Reynolds Driscoll Attorneys at Law December 2012 - January 2013
Otto G. Richter Library August 2011 - December 2012
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Public Speaking, Team Leadership, Leadership, Access, Marketing, Social Networking, English, Market Research, Sales, Event Planning, Entrepreneurship, Event Management
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Science, Business Administration; Finance and Accounting, 3.93
J.P. Morgan October 2014 - Present
Ryan Specialty Group November 2012 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Teamwork, Data Analysis, Economics, Analysis, Outlook, Public Speaking, Windows, Editing, SharePoint, Management, Nonprofits
Education
University of Michigan 2007 — 2012
Bachelor of Science (BS), Biology
University of Michigan 2007 — 2012
Bachelor of Science (BS), Economics
Barclays Investment Bank June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Stifel Financial Corp. June 2012 - February 2013
Skills
Financial Accounting, Valuation, Mergers & Acquisitions, Leveraged Finance, Bloomberg, FactSet, Capital IQ, Municipal Bond Modeling, DBC Finance, Stochastic Processes, Econometric Modeling, Stata, Python, C++
Education
Wesleyan University 2011 — 2015
University of St. Andrews 2014 — 2014
University of Melbourne 2013 — 2013
St. Ignatius College Prep 2007 — 2011
High School
J.P. Morgan June 2014 - Present
White House Council on Environmental Quality January 2014 - May 2014
Green Strategies, Inc. July 2013 - November 2013
Environment Michigan January 2013 - April 2013
New Amsterdam Partners June 2012 - July 2012
Oxford Finance LLC June 2011 - August 2011
Best Buddies International May 2010 - August 2010
Oxford Finance Corporation May 2009 - August 2009
Heron Island Resort February 2009 - March 2009
Tshukudu Game Lodge August 2008 - September 2008
Skills
FactSet Research, SalesForce, Bloomberg Terminal, Market Research, Research, Social Media, PowerPoint, Financial Modeling, Microsoft Office, Microsoft Excel, Microsoft Word, Fundraising, Business Development, Due Diligence, Editing, Business Strategy, Event Planning, Private Equity, Facebook, Time Management, Program Management, Data Analysis, Sales, Salesforce.com
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Environmental Business & Policy
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Environmental Policy & Business
Sidwell Friends School 1998 — 2008
High School Diploma
MarketMaker4 - An Xchanging Company April 2014 - Present
ShopperTrak November 2013 - April 2014
J.P. Morgan March 2013 - November 2013
Walgreens September 2005 - June 2010
Skills
Process Improvement, Customer Service, Leadership, Microsoft Office, Management, Project Management, Vendor Management
Education
University of Michigan
American Express OPEN September 2015 - Present
American Express August 2013 - September 2015
J.P. Morgan July 2011 - August 2013
Baker Tilly Virchow Krause, LLP November 2010 - July 2011
Skills
Financial Analysis, Accounting, Auditing, Private Equity, Strategy, GAAP, Forecasting, Hedge Funds, Cash Management, Financial Statements, Corporate Finance, Financial Modeling, Financial Reporting, Finance, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
Masters, Accounting
University of Michigan 2005 — 2009
BA, Economics
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - July 2015
Catapult Advisors June 2014 - August 2014
Bay City Capital May 2013 - July 2013
Bradley and Company, LLC June 2011 - August 2011
Stanford University June 2010 - August 2010
Stanford University June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Building Long-term..., DCF Valuation, Microsoft Word, Java, Matlab, PowerPoint, Research, Public Speaking, Data Analysis, Leadership, Financial Analysis, Customer Service, Teamwork, Market Research, Photoshop, Advanced Underwater..., Adobe Acrobat, Adobe Creative Suite, Content Writing, Technical Analysis, Fundamental Analysis, Academic Writing, Microsoft Exchange, Speech Writing, Technical Writing, Economics, Corporate Development, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Accounting
University of Michigan 2012 — 2016
Minor, Political Science
The Harker School 2008 — 2012
J.P. Morgan May 2015 - Present
Sunset Partners Capital Management May 2014 - Present
CR Muffins May 2013 - August 2013
Fishman Public Relations June 2012 - August 2012
Skills
Publicity, Marketing, Copywriting, Leadership, Market Research, Proofreading, Nonprofits, Entrepreneurship, Time Management, Research, PowerPoint, Sports, Marketing Strategy, Sports Marketing, Management
Education
University of Michigan 2012 — 2016
Glenbrook North High School 2008 — 2012
RBC Capital Markets May 2015 - Present
Morgan Stanley June 2008 - May 2015
Merrill Lynch May 2003 - June 2008
Banc One Capital Markets May 2001 - May 2003
Media.Net Communications May 2000 - February 2001
J.P. Morgan October 1997 - May 2000
City of Los Angeles July 1993 - September 1997
Riordan for Mayor December 1996 - June 1997
Riordan for Mayor June 1992 - June 1993
Skills
Bonds, Capital Markets, Corporate Development, Derivatives, Economic Development, Economics, Equities, Finance, Financial Modeling, Fixed Income, Government, Hedge Funds, Investment Banking, Investments, Leadership, Policy Analysis, Private Equity, Public Finance, Public Policy, Securities, Series 7, Strategy
Education
University of Southern California 1990 — 1992
Masters of Public Policy, Business Policy
University of Michigan 1986 — 1990
B.A., Political Science
J.P. Morgan June 2014 - Present
University of Miami Student Investment Fund January 2013 - May 2014
Leon Mayer & Co. February 2013 - May 2013
MasterCard June 2012 - December 2012
Butler Center for Service January 2011 - May 2012
University of Miami Student Government August 2010 - April 2012
Skills
Microsoft Excel, Leadership Development, PowerPoint, Financial Modeling, Spanish, Bloomberg Terminal, Portfolio Management, Security Analysis, Excel, Data Analysis
Education
University of Miami 2010 — 2014
Bachelor's Degree, Finance, Magna Cum Laude
FactSet Research Systems August 2015 - Present
J.P. Morgan February 2014 - August 2015
J.P. Morgan January 2012 - February 2014
FactSet Research Systems June 2010 - January 2012
CIGNA May 2008 - August 2008
Education
University of Michigan 2005 — 2008
B.A., Economics, Spanish
Saint Peter's Preparatory School 2001 — 2005
Payoneer September 2013 - Present
Lazard May 2012 - July 2012
J.P. Morgan July 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Finance, Valuation, Corporate Finance, Data Analysis, Entrepreneurship
Education
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance Concentration
University of Melbourne
The Dalton School
High School Diploma
The Rockefeller Foundation July 2015 - Present
iHeartMedia 2014 - 2015
J.P. Morgan 2011 - 2014
Education
University of Michigan
Catholic Charities of the Archdiocese of Chicago March 2006 - Present
J.P. Morgan June 1997 - Present
Southfield Public Library September 1996 - March 1999
Comerica Bank November 1996 - June 1997
Thomson Gale November 1989 - April 1996
Skills
Research, Customer Service, Quantitative Research, Qualitative Research, Library, Public Relations, Sales, Training, Libraries, Volunteering, Capital IQ, Online Research, Factiva
Education
Wayne State University 1993 — 1995
MLIS, Library & Information Services
University of Michigan
BA, English
Eagle Hill Consulting July 2015 - Present
J.P. Morgan August 2014 - July 2015
J.P. Morgan July 2012 - July 2014
J.P. Morgan June 2011 - August 2011
William Beaumont Hospital June 2008 - August 2011
Skills
Project Management, Risk Management, Data Analysis, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook
Education
University of Michigan 2008 — 2012
BA, Organizational Studies and Sociology
Datascope Analytics, LLC February 2012 - Present
J.P. Morgan January 2011 - February 2012
J.P. Morgan June 2010 - August 2010
United States Navy February 2008 - March 2010
United States Navy December 2003 - March 2010
Skills
Navy, Financial Modeling, Program Management, Cross-functional Team..., Operations Management, Data Management, Predictive Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance and Accounting
University of Michigan 1999 — 2003
BSE, Computer Engineering
Montgomery Blair HS
JPMorgan Chase & Co. July 2015 - Present
J.P. Morgan March 2014 - Present
Michigan Sport Business Conference January 2014 - Present
NikeTown Los Angeles April 2012 - August 2013
Nike September 2010 - August 2013
Michigan Sport Business Conference January 2012 - January 2013
Nike Scottsdale September 2010 - August 2011
Skills
Footwear, Customer Experience, Athletic Footwear, Athletic Apparel, Marketing, Visual Merchandising, Social Media, Golf, Finance, Microsoft Excel, Excel, Accounting, Microsoft Word, YouTube, iPhone, Customer Service, Customer Satisfaction, Customer Engagement, Athletics, Athletic Performance, Photoshop, Final Cut Pro, VBA, Asset Allocation, Investment Performance, Investments, Client Prospecting, Wealth Management
Education
The Ross School of Business at The University of Michigan 2011 — 2015
Bachelor of Business Administration (BBA), Finance
University of Michigan 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Wolverine Trading June 2015 - Present
J.P. Morgan January 2014 - December 2014
MediaCom May 2013 - July 2013
Skills
C++, C#, ASP.NET MVC, SQL, JavaScript, jQuery, HTML, CSS, AJAX
Education
University of Michigan 2011 — 2015
Bachelor of Science (BS), Computer Science
Evercore Wealth Management, LLC August 2009 - Present
J.P. Morgan March 2007 - August 2009
J.P. Morgan September 2004 - March 2007
Skills
Asset Allocation, Investment Management, Wealth, Strategic Financial..., Wealth Management, Wealth Management..., High Net Worth...
Education
University of Michigan 2000 — 2004
Bachelor's degree, Economics and Psychology
Hong Kong International School
J.P. Morgan July 2013 - Present
Goldman Sachs June 2012 - August 2012
Valores Bancolombia May 2010 - July 2010
Education
University of Michigan 2009 — 2013
Bachelor of Science (B.S.), Industrial and Operations Engineering
J.P. Morgan June 2014 - Present
Steamer Projections September 2008 - Present
J.P. Morgan June 2013 - August 2013
Sigma Alpha Mu Fraternity November 2011 - December 2012
Panjiva May 2012 - August 2012
Skills
Leadership, Public Relations, Social Networking, Event Planning, Mandarin, PowerPoint, Microsoft Excel, International Relations, Community Outreach, Microsoft Office, Research, Management, Team Leadership, Equities, Finance, Banking, Relationship Management, Strategic Planning, Investor Relations, Equity Capital Markets, ADRs, Client Presentation, Public Speaking
Education
University of Michigan 2010 — 2014
LS&A Honors Program - Bachelor of Arts (B.A.), Asian Studies and Political Science
Peking University 2013 — 2013
Bachelor of Arts (B.A.), Asian Studies and Political Science
Saint Ann's School 1997 — 2010
HS Diploma
Beijing Capital Normal University 2009 — 2009
Mandarin Chinese and Chinese Culture
Citi Private Bank February 2015 - Present
J.P. Morgan January 2012 - February 2015
J.P. Morgan July 2009 - December 2011
Financial Industry Regulatory Authority June 2008 - August 2008
Education
University of Michigan
University of Michigan
University of Michigan
University of Michigan
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Finance
Tricor, Inc. June 2015 - Present
J.P. Morgan June 2014 - June 2015
J.P. Morgan May 2013 - August 2013
AHG Group, LLC May 2011 - August 2011
AHG Group, LLC May 2010 - August 2010
Concord Management, Ltd. May 2009 - August 2009
Skills
Marketing Strategy, Market Research, Consulting, Real Estate Development, Analysis, Finance, Financial Modeling, Strategic Planning, Public Speaking
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Accounting, Real Estate
Lake Highland Preparatory School 2006 — 2010
Santander Private Banking International April 2015 - Present
Antarctica Advisors International September 2014 - December 2014
J.P. Morgan May 2014 - August 2014
WE Family Offices October 2013 - April 2014
Toppel Career Center August 2013 - April 2014
University of Miami August 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Spanish, Accounting, English, Italian, Financial Analysis, Time Management, Teamwork, Data Analysis, Finance, Marketing, Investments, Financial Modeling
Education
University of Miami - School of Business 2011 — 2014
Undergraduate, Finance and Accounting, 3.9/4.00
J.P. Morgan March 2015 - Present
JP Morgan January 2014 - March 2015
JP Morgan January 2011 - January 2014
ANZ November 2009 - February 2010
Skills
Investment Banking, Valuation, Equity Valuation, Mergers, Financial Modeling, Equity Research, Bloomberg, Equities, Mergers, Capital Markets
Education
Melbourne University 2006 — 2010
Bachelor of Laws (LLB), Banking, Corporate, Finance, and Securities Law, Honours
Melbourne University 2006 — 2010
Bachelor of Commerce (BCom), Finance, General, H1
MHS
ADP May 2015 - Present
J.P. Morgan July 2013 - May 2015
J.P. Morgan June 2012 - August 2012
Education
University of Michigan 2009 — 2013
Bachelor of Science (BS), Computer Science
J.P. Morgan Lending OfficerCountrywide Home Mortgage2003 - 2006
Merrill Lynch Credit Corporation 1993 - 2000
American Food Systems dba Jimmy's on the Mall and Grassfield's 1984 - 1990
Skills
Banking
Education
University of Massachusetts, Amherst 1978 — 1982
B.S., Hotel Restaurant and Travel Admin
PVMHS
J.P. Morgan October 2013 - Present
J.P. Morgan October 2011 - September 2013
Department of Veterans Affairs January 2011 - April 2011
J.P. Morgan Private Bank June 2010 - August 2010
Department of Veterans Affairs September 2007 - April 2009
Skills
Capital Markets
Education
University of Michigan 2007 — 2011
Bachelors of Science in Engineering, Industrial and Operations Engineering
Dubai Modern High School
Google December 2014 - Present
Chrysler Group LLC May 2013 - Present
The Michigan Daily September 2012 - April 2013
J.P. Morgan June 2012 - August 2012
J.Crew October 2011 - April 2012
Community Foundation for Southeast Michigan June 2011 - August 2011
Skills
Leadershape Institute..., Microsoft Office, Social Media, Event Planning, Microsoft Excel, Social Networking
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA
University of Michigan 2010 — 2011
KPMG July 2013 - Present
Citigroup Alternative Investments June 2007 - May 2013
Citigroup Global Markets June 1999 - June 2007
J.P. Morgan January 1996 - June 1999
Skills
Private Equity, Investment Banking, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Financial Structuring, Project Finance, Due Diligence, Structured Finance, Equities, Investments, Asset Management, Mergers & Acquisitions, Portfolio Management, Investment Management
Education
University of Melbourne 1990 — 1995
Bachelor of Laws/Commerce, Honours
University of Melbourne 1990 — 1994
Bachelor of Commerce (B.Com.), Accounting and Finance, Honours
Credit Suisse February 2015 - Present
Credit Suisse May 2013 - 2015
J.P. Morgan September 2011 - May 2013
LCH.Clearnet June 2011 - August 2011
J.P. Morgan February 2010 - June 2011
NewEdge USA July 2007 - February 2010
Fimat USA November 2005 - July 2007
Fimat USA May 2004 - November 2005
Dynax Solutions May 2001 - May 2004
Viacom May 2001 - May 2002
Skills
Trading Systems, Risk Management, Business Analysis, Back Office, Options, Securities, Derivatives, Equities, Fixed Income, Bloomberg, Middle Office, Project Management, Investment Banking, Electronic Trading
Education
University of Massachusetts, Amherst 1994 — 1997
Bachelor of Science, HRTA
J.P. Morgan October 2011 - Present
HSBC Private Bank September 2010 - October 2011
Hedgebay April 2009 - April 2010
SG Private Banking- CBG Investment Advisors November 2004 - March 2009
SG Private Banking - CBG Investment Advisors 2004 - 2008
Commerzbank Capital Markets March 2002 - September 2003
Bankers Trust March 1994 - April 1996
Salomon Brothers February 1986 - January 1992
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
mba, finance
University of Michigan 1976 — 1980
B.A, Political Science
J.P. Morgan April 2010 - Present
J.P. Morgan July 2006 - April 2010
Skills
Financial Modeling, Hedge Funds, Bloomberg, Project Management
Education
University of Michigan 2002 — 2006
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelors in Business Administration, Finance and Accounting
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan September 2011 - June 2013
OptionsXpress December 2007 - September 2011
optionsXpress June 2006 - December 2007
Rolfe & Nolan November 1999 - June 2006
JP Morgan June 1996 - March 1998
Sterling Commodities Corp October 1988 - June 1996
Skills
Options, Electronic Trading, Equities, Derivatives, Trading Systems, Risk Management, Equity Derivatives, Commodity, Business Analysis, Financial Markets, Market Data, Trading, Fixed Income, FX Options, Project Management, Securities, Financial Regulation, Liquidity Risk, Regulatory Capital, Portfolio Management, Capital Markets, Financial Services, Investment Banking, Hedge Funds, Back Office, Interest Rate..., Prime Brokerage, Credit Derivatives, Bonds, Asset Management, Equity Trading, Investments, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
Economics
University of Miami - School of Business 1984 — 1987
BBA, Accounting and Finance
Professional Gems Jewelry, Inc. 2012 - Present
Mon Ami Jewelry LLC July 2008 - July 2012
Mesirow Financial January 2008 - July 2008
PwC August 2005 - November 2007
J.P. Morgan September 2001 - July 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Mergers, Due Diligence, Equities, Investments, Corporate Finance, Venture Capital, Capital Markets, Investment Banking, Restructuring, Business Strategy, Corporate Development, Alternative Investments, Asset Managment, Hedge Funds, Strategic Planning, Portfolio Management
Education
University of Michigan 1997 — 2001
Bachelor of Arts (B.A.), Economics
Legal & General Investment Management America September 2013 - Present
J.P. Morgan January 2009 - September 2013
JPMorgan Chase June 2008 - October 2010
University of Michigan January 2007 - April 2007
University of Michigan May 2006 - September 2006
DaimlerChrysler Financial Services May 2005 - August 2005
Skills
Analysis, Project Management, Software Documentation, CRM, Research, IT Management, Derivatives, Financial Modeling, Bloomberg, Business Analysis, Financial Analysis, Fixed Income, Valuation, Banking, Risk Management, Investments, Equities
Education
University of Michigan 2007 — 2008
M.S., Financial Engineering
University of Michigan 2003 — 2007
B.S., Economics, Computer Science, Math
Morgan Stanley August 2011 - Present
JPMorgan January 1997 - July 2011
J.P. Morgan January 1997 - July 2011
JP Morgan January 1997 - July 2011
J.P. Morgan Securities, Inc. January 1997 - July 2011
Deloitte Australia January 1994 - December 1996
Australian Army 1991 - 1993
Skills
Investment Banking, Mergers & Acquisitions, Spin-offs, Shareholder Activism, Tactics, Internet, Semiconductors, Software, Integrity, Humor, Corporate Development, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investments, LBO, Management, Mergers, Private Equity, Start-ups, Strategy, Valuation, Venture Capital
Education
University of Melbourne 1991 — 1993
Bachelor of commerce, Economics
Balwyn high school 1985 — 1990
Time Warner January 2012 - Present
Blieberg Associates April 2011 - January 2012
UBS November 2004 - March 2011
UBS November 2004 - March 2011
Moody's KMV 2000 - 2004
Charles Schwab 1995 - 2000
Shearson Lehman (Solomon Smith Barney/Travelers) 1987 - 1995
J.P. Morgan 1984 - 1987
Skills
Strategy, Leadership Development, Succession Planning, Talent Management, Program Management, Executive Coaching, Change Management, Coaching, Team Building, Employee Engagement, Leadership, HR Consulting, Human Resources, Executive Development, Performance Management, Strategic Planning, Talent Acquisition, Organizational..., Organizational..., Organizational Design, Management, Culture Change, Executive Pay, Management Development, Training, Personnel Management, Onboarding, Executive Management, Career Development, HRIS, Consulting, Workshop Facilitation, MBTI, Workforce Planning, Management Consulting, Deferred Compensation, HR Transformation, Employee Relations, 360 Feedback, Employee Training, Performance Improvement, Recruiting, Training Delivery, Executive Search, Interviews, Mergers & Acquisitions, HR Policies, Applicant Tracking..., Conflict Resolution, Vendor Management
Education
University of Massachusetts, Amherst 1978 — 1982
BA, Bachelors Degree in Individual Study. A self designed, triple major, Human Resources Management
Harvard Summer Prograam
Certificate, Economics
GE Capital August 2011 - Present
J.P. Morgan July 2010 - August 2011
JP Morgan March 2008 - June 2010
JPMorgan September 2007 - March 2008
Skills
Leveraged Finance, Syndications, Investment Banking, Valuation, Financial Modeling, Capital Markets, Due Diligence, Financial Analysis, Finance, Corporate Finance, Financial Structuring
Education
University of Michigan 2006 — 2007
Master's degree, Accounting
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
J.P. Morgan 2015 - Present
RBC Capital Markets 2009 - 2014
JP Morgan 2003 - 2008
JP Morgan 1997 - 2003
Skills
Hedge Funds, Equity Research, Equities, Derivatives, Analytics, Capital Markets, Valuation, Alternative Investments, Structured Products, Financial Modeling, Bloomberg, Portfolio Management, Equity Derivatives, Swaps, Securities, Quantitative Investing, Market Risk, Fixed Income, Bonds, Quantitative Analytics, Quantitative Research, Credit Derivatives, Interest Rate..., Investment Banking, Strategy
Education
University of Massachusetts, Amherst
BA
Comerica Bank May 2014 - Present
J.P. Morgan September 2011 - August 2013
J.P. Morgan December 2009 - September 2011
J.P. Morgan Asset Management June 2007 - August 2009
J.P. Morgan May 2006 - August 2006
Citi May 2005 - August 2005
Skills
Series 7, Real Estate, Capital Markets, Financial Modeling, Wealth Management, Microsoft Office, Valuation, Equities, Credit, Estate Planning, Alternative Investments, Portfolio Management, Fixed Income, Banking, Private Equity, Customer Service, Investments, Bloomberg, Financial Analysis, Asset Allocation, Asset Management, Loans, Investment Banking, Sales
Education
University of Michigan 2003 — 2007
Bachelors of Arts, Economics, Asian Languages & Cultures
J.P. Morgan March 2011 - Present
JPMorgan Chase February 2010 - February 2011
JPMorgan Chase February 2010 - February 2011
Skills
Talent Acquisition, Talent Management, Microsoft Excel, Onboarding, Employee Engagement, Human Resources, Performance Management, Succession Planning, Leadership, Recruiting, Social Media, Management
Education
University of Michigan
Bachelor of Arts (B.A.), Psychology
J.P. Morgan May 2005 - December 2008
Skills
Financial Modeling, English, Investment Banking, Capital Markets, Equities, Financial Analysis, Corporate Finance, Bloomberg, Asset Management
Education
University of Miami 2001 — 2005
Business Administration, Finance and Accounting
Jennison Associates LLC August 2014 - Present
PineBridge Investments March 2010 - August 2014
J.P. Morgan October 2005 - March 2010
Schroders May 2004 - July 2005
Daiwa SB Investments (USA) Ltd. July 2002 - May 2004
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Communications
Wellington Management January 2015 - Present
J.P. Morgan April 2013 - January 2015
J.P. Morgan April 2010 - April 2013
J.P. Morgan April 2008 - April 2010
J.P. Morgan May 2007 - April 2008
J.P. Morgan September 2006 - May 2007
State Street September 2005 - September 2006
Skills
Derivatives, Equities, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management, Securities, Hedge Funds, Capital Markets
Education
University of Massachusetts, Amherst 2001 — 2005
Hospitality and Tourism Management
Nixon Peabody July 2012 - Present
J.P. Morgan January 2012 - June 2012
J.P. Morgan 2007 - June 2012
Woods Oviatt Gilman LLP 2000 - 2007
Skills
Trusts, Legal Research, Litigation, Corporate Law, Wills, Mergers, Commercial Litigation, Civil Litigation, Mediation, Asset Protection, Legal Writing, Estate Administration, Appeals, Corporate Governance, Courts, Tax, Securities Regulation, Securities, Real Estate, Non-profits, Private Equity, Tax Law, Mergers & Acquisitions, Estate Planning
Education
University of Miami School of Law 1997 — 1999
JD
College of Wooster 1992 — 1996
BA, International Relations
Public Rec April 2015 - Present
Shore Capital Partners March 2013 - April 2015
J.P. Morgan January 2010 - March 2013
Shore Capital Partners September 2009 - January 2010
Z League May 2006 - July 2009
Morgan Stanley May 2008 - August 2008
Allstate Investments May 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Investments, Mergers & Acquisitions, Venture Capital, Bloomberg, LBO, Equities
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
H.I.G. Capital July 2014 - Present
J.P. Morgan July 2011 - July 2014
New York Life Insurance Company May 2010 - August 2010
Premier Financial Advisors, Inc. May 2009 - August 2009
Casimir Capital May 2008 - August 2008
Skills
Asset Management, Investment Banking, Valuation, Financial Analysis, Portfolio Management, Insurance, Microsoft Excel, Corporate Finance, Due Diligence, Equities, Finance, Financial Modeling, Investments, Microsoft Office, Private Equity
Education
University of Miami - School of Business 2007 — 2011
Major in Finance, Minors in Accounting and Economics
Mention May 2015 - Present
Mention October 2014 - May 2015
InStall Media November 2013 - October 2014
Star Toilet Paper August 2010 - October 2014
J.P. Morgan June 2010 - August 2011
Skills
Social Media, Social Networking, Microsoft Office, Start up, Print Ads, Coupons, Small Business, Entrepreneurship, Start-ups, Social Media Marketing, Advertising, Marketing Strategy, B2B, Facebook, Customer Service, New Business Development, Time Management, Salesforce.com, Marketing, Online Marketing, SEM, Email Marketing, Mobile Marketing, SEO, WordPress, Online Advertising, Digital Strategy, Business Development
Education
University of Michigan 2008 — 2011
Bachelor of Arts (BA), Philosophy
Blind Brook High School 2005 — 2008
J.P. Morgan 2011 - Present
Deloitte Financial Advisory Services September 2004 - June 2006
Huron Consulting Group March 2003 - August 2004
Kroll June 2002 - March 2003
Andersen July 1998 - June 2002
Education
University of Michigan
BA, Economics
VMware July 2012 - Present
Accenture August 2011 - July 2012
StratITsphere Solutions April 2010 - July 2011
J.P. Morgan 2008 - 2010
Siemens / Henry Ford Health System 2004 - 2007
Ford Motor Company January 2002 - June 2004
PCSO 2001 - 2002
Kmart Corporation 1998 - 2001
PM USA 1992 - 1996
PM USA 1992 - 1996
Skills
Cisco, Disaster Recovery, Performance Tuning, VMware, Cisco Technologies, Cloud Computing, Integration, Infrastructure, Enterprise Architecture, Data Center, Professional Services, Unix Shell Scripting, Virtualization, Solution Architecture, High Availability, IT Strategy, Consulting, ITIL, Enterprise Software, IT Management, Storage, Servers, Management, Security, SAN, Vendor Management, SDLC, IT Service Management, Unix
Education
Wayne State University 1985 — 1987
BS, Computer Science
University of Michigan 1980 — 1983
Enginering School
J.P. Morgan May 2013 - Present
Tribeca New Music, Inc April 2012 - April 2013
Pittsfield Elementary School January 2011 - March 2011
Merrill Lynch April 2010 - August 2010
Merrill Lynch April 2009 - August 2009
Berlitz April 2008 - August 2008
Knightspoint Partners LLC April 2005 - January 2006
Skills
Strategic Planning, Languages
Education
University of Michigan 2007 — 2011
Bachelor of Arts (BA), English Literature
J.P. Morgan July 2015 - Present
State Street March 1985 - May 2014
Skills
Operations Management, Manage Client..., Accounting, Financial Accounting, Customer Service, Financial Reporting, Financial Analysis, Negotiating Fees, Operational Risk..., Interviews, Hiring, Budgets, Microsoft Excel, Strategic Planning, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Windows, English, Financial Services, Mutual Funds, Equities, Asset Management, Fixed Income, Securities, CRM, Internal Audit, Process Improvement, Hedge Funds, Research, Investments, Risk Management, Fund Accounting, Banking, Management, Relationship Management, Valuation, Global Custody, Middle Office, Account Reconciliation, Fund Of Funds, Back Office, Project Management, Settlement, Managing Workflow
Education
University of Massachusetts, Amherst 1980 — 1984
BBA, Accounting
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Northern Trust Corporation December 2014 - Present
J.P. Morgan March 2011 - May 2014
JP Morgan Chase January 2008 - March 2011
JP Morgan Chase May 2006 - January 2008
Skills
FX Options, Trading, Securities, Settlement, Wealth Management, Private Banking, Analysis, Access, Foreign Exchange, Bloomberg, Series 63, Fixed Income, Series 7, Banking, Equities, Credit, Mutual Funds, Derivatives, Portfolio Management, Options
Education
University of Miami - School of Business 1999 — 2003
Bachelor of Arts, Business Administration & Marketing
J.P. Morgan June 2013 - Present
UBS Investment Bank, New York April 2012 - May 2013
UBS Investment Bank, Australia February 2009 - April 2012
Education
University of Melbourne 2002 — 2008
BCom (Hons) / LLB (Hons)
Bruin Sports Capital February 2015 - Present
Deloitte Corporate Finance LLC September 2011 - February 2015
University of Michigan Ross School of Business August 2010 - May 2011
J.P. Morgan June 2010 - August 2010
Steward Capital Management June 2009 - August 2009
Federal Reserve Bank of Chicago June 2008 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2011
Master of Accounting (MAcc)
University of Michigan 2006 — 2010
B.A., Economics
Brother Rice High School 2002 — 2006
J.P. Morgan March 2010 - Present
Skills
Series 7, Risk Management, Series 63, Private Banking, Series 24
Education
University of Miami
J.P. Morgan 2008 - Present
Bear Stearns 1998 - 2008
Bankers Trust 1991 - 1992
Education
University of Michigan 1985 — 1988
Bachelor of Science (BS), Industrial Engineering Operations Research
J.P. Morgan June 2014 - August 2014
Citi June 2013 - July 2013
Kill-A-Watt 2012 - 2013
Global Investment Club 2012 - 2013
Moon Capital July 2012 - July 2012
Credit Suisse July 2009 - July 2010
Education
University of Michigan 2011 — 2015
Bachelor of Business Administration (BBA) and Economics
United World College of South East Asia 1991 — 2011
International Baccalaureate and IGCSE
Get Credit Healthy August 2015 - Present
J.P. Morgan June 2015 - August 2015
CliftonLarsonAllen June 2014 - August 2014
Korman Residential June 2013 - August 2013
Community Partnership School April 2012 - June 2012
Skills
Aviation, Master Scuba Diver, Microsoft Office, Social Media, Management, Microsoft Excel, Public Speaking
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Germantown Academy
J.P. Morgan March 2011 - Present
JPMorgan Chase November 2010 - March 2011
Chase June 2010 - December 2010
Education
University of Michigan
Bachelor of Arts (B.A.), Economics
Student Legal Services Office - University of Massachusetts, Amherst January 2014 - Present
J.P. Morgan June 2013 - August 2013
University of Massachusetts Amherst September 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Town of Clifton Park- Parks and Recreation July 2008 - August 2012
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Business Administration (B.B.A.),, Finance, General, 3.89
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science in Political Science, Political Science, 3.89
J.P. Morgan 2012 - 2012
Skills
Computer Proficiency, Computer Science, Financial Analysis, Financial Modeling, Financial Accounting, Economic Modeling, Economics, Mathematical Modeling, Quantitative Finance, Quantitative Risk...
Education
University of Michigan 2011 — 2015
Bachelor's degree, Economics
J.P. Morgan February 2015 - Present
J.P. Morgan June 2014 - August 2014
CGN Global June 2013 - August 2013
A2B BikeShare February 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
University of Michigan 2010 — 2014
Bachelor of Engineering (B.E.), Industrial Engineering
J.P. Morgan September 2010 - Present
Lehman Brothers July 2006 - October 2008
Moody's Investors Service May 2005 - April 2006
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
Bachelor of Science (BS), Accounting and Finance
University of Michigan 2002 — 2003
J.P. Morgan May 2000 - Present
Education
University of Miami - School of Business 1986 — 1987
Master of Business Administration (M.B.A.), Finance, General
University of Miami 1982 — 1986
Bachelor's Degree, Finance, General