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.
J.P. Morgan Salaries. You can even request information on how much does J.P. Morgan pay if you want to. Learn about salaries, pros and cons of working for J.P. Morgan directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
J.P. Morgan May 2015 - Present
University of Notre Dame April 2015 - Present
The University of Notre Dame Mendoza College of Business August 2014 - Present
Verizon June 2014 - July 2014
enFocus Inc March 2013 - February 2014
Beaver Island Historical Society May 2013 - July 2013
Education
University of Notre Dame 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Anthropology
Bergen County Academies 2008 — 2012
Academy for Business and Finance
North Metro Community Services July 2014 - Present
Sunrise Community Health December 2011 - January 2015
J.P. Morgan December 2010 - December 2011
Concrete Aid LLC January 2009 - November 2011
University of Northern Colorado SAFF January 2010 - May 2010
Skills
Investments, Financial Reporting, Finance, Entrepreneurship, Portfolio Management, Analysis, Management, Customer Service, Leadership, Accounting, Microsoft Office, Microsoft Excel
Education
University of Northern Colorado 2005 — 2010
Business Administration, Finance, Graduated
University of Northern Colorado 2005 — 2010
Bachelor's degree, Finance
BT Global Services 2014 - 2015
J.P. Morgan 2009 - 2012
PFSweb 2005 - 2009
Citi 2004 - 2004
Granpyme.com 2001 - 2001
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Outlook, Windows, Research, Budgets, Strategic Planning, Access, Inventory Management, Process Improvement, Corporate FP&A, Accounting, Financial Analysis
Education
University of North Texas 2003 — 2005
Master of Business Administration (MBA), Finance, General
Xavier University of Louisiana 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Lazard June 2014 - Present
J.P. Morgan June 2013 - August 2013
Summit Partners June 2012 - August 2012
Education
University of Notre Dame 2010 — 2014
Bachelor's degree, Finance, General
Duxbury High School 2006 — 2010
TIAA-CREF November 2013 - Present
J.P. Morgan November 2011 - November 2013
JP Morgan Chase November 2007 - October 2011
Skills
Series 63, Credit, Banking, Loans, Investments, Loan Origination, Finance, Series 6, Licensed Life & Health...
Education
University of North Texas 2006 — 2011
BBA, Finance
Carthage High School 2002 — 2006
Diploma
Goldman Sachs September 2015 - September 2015
Wynnchurch Capital August 2015 - August 2015
ICF Interactive June 2013 - August 2015
Bank of America Merrill Lynch May 2015 - May 2015
University of Notre Dame August 2014 - May 2015
J.P. Morgan April 2015 - April 2015
Robinson Community Learning Center August 2013 - May 2014
Skills
Financial Modeling, Valuation, Leadership, Organization, Microsoft Office, Social Media, Operations, Sales, Microsoft Dynamics, Salesforce.com, Photography, Photoshop
Education
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor's Degree, Finance
Hinsdale Central High School 2009 — 2013
Aviance Capital Partners December 2010 - Present
VIP Realty Group October 2009 - November 2010
Bank of Florida Trust Company - (Bank Closed) September 2008 - August 2009
J.P. Morgan March 2004 - September 2008
BB&T January 2001 - December 2003
Skills
Series 7, Asset Allocation, Fixed Income, Due Diligence, Credit Analysis, Equities, Hedge Funds, Investments, Portfolio Management, Asset Management, Capital Markets, Financial Analysis, Private Banking, Relationship Management, Customer Service, Brokerage Operations, Global Custody, Account Management, Performance Measurement, Balance Sheet Analysis, Compliance, Finance, Wealth Management
Education
University of North Carolina at Pembroke 1996 — 2001
Bachelor of Science (BS)
Sigma Chi Fraternity June 2015 - Present
University of North Texas June 2014 - May 2015
University of North Texas January 2013 - September 2014
J.P. Morgan June 2012 - August 2012
Target November 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Media, Teamwork, Public Speaking, Access, Time Management, Outlook, Data Analysis, Facebook, Leadership, Team Leadership
Education
University of North Texas 2011 — 2015
Bachelor's Degree, Accounting and Finance, 3.5
Van Alstyne High School 2007 — 2011
High School
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Morgan Creek Capital Management, LLC March 2014 - May 2014
Virginia Systems & Technology October 2010 - June 2013
United States Marine Corps December 2005 - December 2010
Johnson County Community College September 2004 - October 2005
Centralized Showing Service April 1999 - August 2004
Skills
Analysis, Research, Public Speaking, Data Analysis, HTML, Python, Pashto, Investments, Portfolio Management, MySQL, Programming, Independent Financial..., Bloomberg Terminal, Financial Analysis, Investment Management, Equity Research, Stock Picking, Valuation, Asset Management, Equities, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.), Investments and Securities
Excelsior College 2008 — 2009
Bachelor of Science (B.S.), History
Defense Language Institute 2006 — 2007
Associate of Arts (A.A.), Arabic
Shawnee Mission South High School 1997 — 2001
Morph, Inc. June 2015 - Present
NaturalSweetie 2008 - Present
IDEA Fund Partners January 2015 - May 2015
Prophet June 2014 - August 2014
J.P. Morgan February 2013 - August 2013
Jacks and Jokers August 2012 - March 2013
GiftHit September 2011 - May 2012
Seawane Country Club July 2009 - September 2011
Skills
Social Media, Social Networking, Public Speaking, Marketing, Event Planning, Event Management, Marketing Strategy, Microsoft Office, Fundraising, Facebook, Management, Sales, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Social Media Marketing, Teamwork
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
BSBA, Business Administration, Consulting and International Business
Copenhagen Business School, Chinese University of Hong Kong 2013 — 2013
International Business, International Business
Hewlett High School 2007 — 2011
High School
Hewlett High School
J.P. Morgan June 2014 - Present
J.P. Morgan August 2012 - Present
Berenson & Company May 2010 - June 2012
Moodys Corporation September 2008 - May 2010
MSD Capital June 2007 - July 2008
CIT Group (M&A) June 2006 - June 2007
Ritchie Capital Management 2005 - 2006
Skills
Equities, Series 7, Series 63, Long/Short Equity, Principal Investing, Oil & Gas Industry, Portfolio Management, Alternative Assets, Product Structuring, Capital IQ, Commodity Markets, Ratings, Natural Resources, FIG, industrials, Aerospace Industries, FX trading, Options Strategies, Bloomberg, Investments, Alternative Investments, Private Equity, Hedge Funds, Finance, Capital Markets, Leveraged Finance, Investment Banking, Fixed Income, Mergers & Acquisitions, Trading, Restructuring, Commodity, FX Options, High Yield, Equity Research, Credit, Bonds, Banking, Valuation, Options, LBO, DCF, Hedging, Capital Structure, Financial Modeling, Risk Management
Education
University of Notre Dame 2002 — 2006
Bachelor of Science (B.S.), Political Science and Government
Chaminade 1998 — 2002
Our Lady of the Hamptons
Our Lady of the Hamptons
J.P. Morgan June 2015 - Present
Eco Owl Press September 2014 - December 2014
University of Notre Dame Academic Services for Student Athletes August 2013 - December 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Access, Microsoft Word, Microsoft Publisher, OneNote, Cpr Certified, Lifeguarding, AED, Customer Service, Social Networking
Education
University of Notre Dame 2012 — 2016
Bachelor's Degree, Finance
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - July 2013
University of Notre Dame August 2012 - May 2013
Coastal Phoenix Investments June 2011 - August 2011
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Summa Cum Laude
St. Thomas Aquinas High School 2006 — 2010
High School, Summa Cum Laude
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Wyomissing Area High School 2006 — 2010
J.P. Morgan June 2014 - August 2014
Jin Niu Investment Management September 2013 - December 2013
Eaton Corporation May 2013 - August 2013
University of Notre Dame January 2013 - May 2013
Chick-fil-A April 2009 - July 2011
Cobb County Superior Court House June 2010 - December 2010
Skills
Finance, Accounting, Leadership, C++ Language, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Forecasting, Customer Service, Time Management
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Applied and Computational Mathematics and Statistics, Chinese Language and Culture
Kennesaw Mountain High School 2007 — 2011
J.P. Morgan May 2012 - Present
Xposure Web Promotions, LLC May 2010 - May 2012
IntegraCare Holdings May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Investments, Finance, Accounting, Microsoft Excel, Leadership, Corporate Actions, Securities Market
Education
University of North Texas 2008 — 2012
B.B.A., Finance
J.P. Morgan 2015 - Present
Promazo January 2014 - 2015
Merrill Lynch May 2013 - August 2013
Critical Solutions & Innovations November 2010 - August 2011
Skills
Teamwork, Bloomberg Terminal, Equity Research, Valuation, Public Speaking, Financial Analysis, Microsoft Excel, Microsoft Word, Testing, Management, Data Analysis, Bloomberg, Microsoft Office, Manufacturing, Access, Finance
Education
University of Notre Dame 2012 — 2016
B.B.A. and B.A., Finance and Philosophy
Bronx High School of Science 2008 — 2012
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
MacKenzie Partners June 2010 - August 2010
Sweeney, Gallo, Reich & Bolz, L.L.P. June 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Chaminade High School 2004 — 2008
American Airlines June 2015 - Present
American Airlines June 2014 - May 2015
American Airlines June 2013 - May 2014
SAS June 2012 - August 2012
J.P. Morgan January 2011 - April 2011
Skills
Financial Planning, Financial Reporting, Financial Analysis, Financial Modeling, Capital Budgeting, Operating Budgets, SAP BW, Essbase, Hyperion Planning, Cognos, Process Improvement, Change Management, Project Management, Cross-functional..., Crystal Ball, Bloomberg Terminal, Factiva, Factset, Finance, Microsoft Excel, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BSc. in Business Administration
J.P. Morgan October 2013 - Present
Grant Thornton LLP January 2011 - September 2013
stickK.com, LLC July 2010 - December 2010
Self-Employed August 2008 - December 2010
Deloitte Consulting LLP July 2005 - August 2008
Education
Yale University - Yale School of Management 2008 — 2010
MBA
University of Notre Dame
BS, Mechanical Engineering
J.P. Morgan 2004 - 2009
J.P. Morgan 2001 - 2004
Goldman Sachs June 2000 - August 2000
Education
University of Notre Dame 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
State College Area High School 1993 — 1997
J.P. Morgan July 2015 - Present
JP Morgan Securities, LLC October 2012 - Present
J.P. Morgan Securities Inc 2007 - December 2012
A.G. Edwards October 2005 - February 2007
Pegasus Solutions March 1997 - July 2005
Education
University of North Texas 1993 — 1996
BS, History
J.P. Morgan June 2015 - Present
University of North Carolina at Chapel Hill August 2013 - Present
Merrill Lynch June 2014 - August 2014
United Data Technologies May 2013 - August 2013
University of North Carolina at Chapel Hill August 2012 - May 2013
r2 Technologies, Inc. May 2012 - August 2012
Skills
Customer Service, Spanish-English, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Entrepreneurship, Social Media, Public Speaking, Event Planning, Research, Time Management, Leadership, English, Social Networking, Marketing, Team Leadership, Business Strategy, Outlook, Event Management, Strategic Planning, Photoshop
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
B.S. in Business Administration (BSBA), Investments
G. Holmes Braddock Senior High 2008 — 2012
High School Degree
J.P. Morgan July 2015 - Present
PNC August 2012 - June 2015
City of Cupertino May 2009 - August 2011
Skills
Bond Markets, Municipal Bonds, Bond Pricing, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Research, Customer Service, Analysis, Data Analysis, Valuation, Sales
Education
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Infobelt, LLC. October 2013 - June 2014
UNC Charlotte January 2013 - May 2013
J.P. Morgan January 2012 - March 2012
Skills
Java, C, SQL, Core Java, C++, JavaScript, Eclipse, MySQL, XML, Python, Data Structures, JUnit, Android, HTML, CSS, Databases, Software Development, Algorithms, SSRS, SSIS, Android Development, Git, HTML 5, CSS3, PHP, jQuery, Web Development, Web Services, Microsoft SQL Server
Education
University of North Carolina at Charlotte 2012 — 2013
Master of Science (MS), Computer Science
Chaitanya Bharathi Institute of Technology 2008 — 2012
Bachelor's degree, Computer Science
Greenhill & Co. August 2015 - Present
J.P. Morgan June 2014 - August 2015
J.P. Morgan June 2013 - August 2013
Student International Business Council September 2012 - December 2012
Notre Dame Finance Club Externship Program October 2012 - October 2012
Barrier Safe Solutions International May 2012 - August 2012
Kirby Lester, LLC. May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, English, Research, Investment Banking, Financial Analysis, Strategy, Economics, Finance, Financial Modeling, Mergers, Private Equity, Management, Data Analysis, Mergers & Acquisitions
Education
University of Notre Dame 2010 — 2014
Bachelor's Degree, Finance and Philosophy
Lake Forest High School 2006 — 2010
UBS September 2015 - Present
J.P. Morgan March 2015 - Present
J.P. Morgan July 2013 - March 2015
InVue Security Products June 2012 - December 2012
UNC Charlotte August 2011 - December 2012
Thermax Limited August 2009 - May 2010
Skills
Finance, Treasury Management, MBA, Foreign Currency, Credit Cards, Talent Acquisition, Data Entry, Data Management, Financial Analysis, Analytical Skills, Managerial Finance, Foreign Currency..., Microsoft Excel, Meticulous, Credit Card Analytics, Talent Pipelining, Gap Analysis, Banking, Technology, Corporate Finance, Internal Audit, Time Management, Team Building, Business Strategy, Financial Modeling, Leadership, Management, Strategy, Analysis, Risk Management, Financial Services, Financial Risk, Analytics
Education
University of North Carolina at Charlotte - Belk College of Business 2011 — 2012
MBA, Finance, 4.0
Assumption University, Bangkok, Thailand 2006 — 2009
B.Tech, Electrical & Electronics Engineering
J.P. Morgan May 2015 - Present
Neal, Gerber & Eisenberg LLP November 2012 - May 2015
Schuyler, Roche & Crisham, PC November 2010 - November 2012
UBS Wealth Management Americas November 2000 - July 2010
Neal, Gerber & Eisenberg LLP April 1987 - November 2000
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates March 1986 - April 1987
United States Court of Appeals for the Seventh Circuit August 1982 - August 1983
Skills
Securities Regulation, SEC, FINRA, Investment Advisor..., Broker-Dealer Compliance, Regulatory Compliance, Compliance Management, Financial Regulation, Corporate Governance, Securities, Internal Investigations, Securities Litigation, Commodities Litigation, Civil Litigation, Arbitration, Appeals, Commercial Litigation, Courts, Corporate Law, Mediation, Legal Compliance, Employment Law, Class Actions, Trade Secrets, Litigation
Education
University of Notre Dame
BA
Valparaiso University School of Law
JD
Hotchkiss
Allen Edmonds November 2013 - Present
U.S. Bank March 2012 - November 2013
J.P. Morgan June 2010 - March 2012
Wells Fargo November 2008 - May 2010
Allen Edmonds June 2001 - November 2008
Skills
Data Analysis, Financial Analysis, Marketing Strategy, Management, Entrepreneurship, Accounting, Sales Operations, Sales, Sales Management, Travel, Operations Management, Risk Management, Leadership, Strategic Planning, Valuation, Banking, CRM, Training, Finance, Financial Services, Retail
Education
University of North Texas 2010 — 2011
MBA, Finance
University of Wisconsin-Milwaukee 2004 — 2008
B.B.A, Investment Finance & International Business
Freedom Mortgage February 2015 - Present
J.P. Morgan February 2013 - Present
Wells Fargo June 2012 - February 2013
Adventure Landing June 2010 - June 2012
Skills
Dodd-Frank, HARP Lending, Automated Underwriting..., Home Equity Lines of..., FNMA, FHLMC, Microsoft Office, Event Management, Fundraising, Mortgage Underwriting, Real Estate Financing, Fannie Mae, Appraisal Skills, Tax Returns, Credit Reports, Credit Risk, Credit Analysis, Home Equity Loans, Down Payment Assistance, HOA, AED, Internet Entrepreneur, Banking, Mortgage Lending, Loans
Education
University of North Florida - College of Business Administration 2009 — 2012
Bachelor of Business Administration (BBA), Finance
J.P. Morgan February 2013 - Present
New Western Acquisitions February 2012 - September 2012
Bank of America August 2011 - February 2012
Hollister Co. November 2007 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Finance, Financial Services, Personal Training, Weightlifting, Investments, Real Estate, Valuation, Marketing, Sales, Management, CRM
Education
University of North Texas 2007 — 2011
BBA, Finance
University of North Texas 2007 — 2011
BBA, Financial Services
EMPOWER Retirement August 2013 - Present
Dam West HOA February 2013 - Present
J.P. Morgan July 2011 - August 2013
Northwestern Mutual September 2010 - August 2011
Quality Auto Sound May 2000 - August 2010
Pudge Brothers Pizza August 1994 - August 1998
Skills
Series 7, Business Development, Employee Benefits, Outlook, Retail, Cold Calling, Business Analysis, Marketing Strategy, Small Business, Retirement Planning, Team Leadership, Financial Services, Management, Retirement, Recruiting, Financial Analysis, Investments, Finance, Series 63, Payroll, Leadership, Life Insurance, Mutual Funds, Data Analysis, Coaching, Budgets, Fixed Annuities, Customer Service, Process Improvement, Human Resources, Public Speaking, Health Insurance, Strategic Planning, Strategic Financial..., New Business Development, Microsoft Office, Asset Allocation, Time Management, Sales Management, Marketing, Asset Management, Microsoft Excel, Sales, Disability Insurance, Estate Planning, Microsoft Word, Risk Management, IRAs, Training, Relationship Management
Education
University of Northern Colorado 1999 — 2007
B.A., sociology
Hinkley High School 1994 — 1999
General Education
Norfolk Markets February 2010 - Present
Field Street Capital Management LLC June 2009 - December 2009
Element Capital Management July 2007 - June 2009
Archeus Capital Management, LLC 2004 - 2005
Catequil Asset Management 2000 - 2002
BofA Merrill Lynch 1996 - 2000
J.P. Morgan 1992 - 1996
Skills
Private Placements, Fixed Income, Hedge Funds, Options, Hedging, Commodities, Currency, Proprietary Trading, Volatility, Relative Value, Portfolio Management, Derivatives, Asset Management, Trading, Risk Management, FX, Investments, Bloomberg, Financial Modeling, Bonds, Financial Markets, Capital Markets, Series 7, Asset Allocation, Economics, Alternative Investments, Global Macro, Interest Rate..., Investment Banking, Financial Risk, Market Risk, Credit Derivatives, Investment Management, Technical Analysis, Swaps, Investment Strategies, Series 63, Portfolio Optimization, Investment Advisory, Rates, Equities, Financial Structuring, Structured Products, FINRA, Foreign Exchange
Education
University of Notre Dame 1987 — 1992
BA, Economics with a Concentration in Finance
University of Notre Dame, College of Arts and Letters 1987 — 1992
Bachelor of Arts (B.A.), Economics
J.P. Morgan March 2011 - Present
New York Palace Hotel June 2007 - May 2011
Cipriani September 2004 - June 2007
St. Regis Hotel May 2003 - September 2004
Asia de Cuba January 2001 - January 2003
Mezzina Brown & Partners January 2000 - January 2001
Skills
Event Management, Catering, Customer Service, Event Planning, Hospitality, Meeting Planning
Education
University of Notre Dame 1993 — 1997
Bachelor of Arts (B.A.)
Miami Advertising School
Copywriting
University of Notre Dame, Notre Dame
Bachelor of Arts, Liberal Studies
CWT Meetings & Events September 2015 - Present
PAHC / studio January 2015 - September 2015
J.P. Morgan January 2008 - January 2015
JPMorgan Chase February 2004 - January 2008
JPMorgan Chase July 2002 - February 2004
Education
University of Notre Dame 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
KPMG US May 2013 - Present
Whitley Penn December 2007 - May 2013
J.P. Morgan July 2004 - December 2007
Bank One November 2002 - June 2004
Skills
High Net Worth..., Small Business, Oil & Gas Law, Accounting, CPA, Tax, Income Tax, QuickBooks, Auditing, Financial Reporting, Financial Analysis, Corporate Tax, Tax Accounting, GAAP, Financial Accounting, Tax Preparation, Financial Modeling, Partnership Taxation, Fixed Assets, Due Diligence, Real Estate Taxation
Education
University of North Texas 1994 — 1998
BS, Accounting
J.P. Morgan December 2012 - Present
Wells Fargo Bank May 2012 - December 2012
Wells Fargo Bank August 2011 - December 2012
Communities In Schools May 2009 - August 2011
Skills
Public Speaking, Fundraising, Customer Service, Training, Microsoft Office, Non-profits, Social Media, Community Outreach, Budgets, Event Planning, Volunteer Management, PowerPoint, Management
Education
University of North Florida 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
University of North Florida - College of Business Administration 2009 — 2012
Finance
Coggin College of Business
Bachelor, Business Administration
D.E. Shaw & Co. August 2015 - Present
Flexpoint Ford, LLC July 2012 - July 2015
J.P. Morgan June 2010 - July 2012
J.P. Morgan June 2009 - August 2009
Deutsche Bank June 2008 - August 2008
Skills
Investment Banking, Valuation, Mergers, Sell Side, Buy-side, Corporate Finance, Acquisitions, LBO, Capital Markets, Mergers & Acquisitions, Bloomberg
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration, Finance, summa cum laude
J.P. Morgan June 2014 - August 2014
Reyes Holdings June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital IQ, Bloomberg
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Hinsdale Central 2008 — 2011
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Arsenal Capital Partners July 2011 - August 2011
Mineral Fusion Natural Brands June 2010 - August 2010
Bill Fralic Insurance Services Inc June 2009 - August 2009
Education
University of Notre Dame 2009 — 2012
BA, Finance
Autonomous University of Barcelona 2011 — 2011
Summer Classes, Art History, and Spanish
Five Points Capital July 2015 - Present
Cary Street Partners July 2013 - July 2015
Minerva Capital June 2012 - July 2012
J.P. Morgan May 2011 - July 2011
Wells Fargo Advisors June 2010 - July 2010
Skills
Private Equity, Financial Modeling, Investments, Trading, Portfolio Management, Capital Markets, Microsoft Office, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science (BS), Business Administration
Charlotte Latin School
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Education
University of Notre Dame 2010 — 2014
Bachelor's Degree, Finance and History
J.P. Morgan June 2014 - Present
J.P. Morgan May 2013 - August 2013
Capital Bank May 2012 - August 2012
BH III, LLC May 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Due Diligence, Finance, Corporate Finance, Business Strategy, Loans, Strategic Planning, Analysis, Credit, Investments, Financial Accounting, Research, Valuation, Portfolio Management, Data Analysis, Financial Risk, Financial Analysis
Education
University of Notre Dame 2010 — 2014
Bachelor’s Degree
University of Notre Dame - Mendoza College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
NEPC, LLC June 2014 - July 2015
J.P. Morgan July 2012 - May 2014
Goldman Sachs June 2011 - August 2011
Education
University of Notre Dame - Mendoza College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Notre Dame
Bachelor of Arts (B.A.)
J.P. Morgan March 2015 - Present
J.P. Morgan February 2013 - March 2015
J.P. Morgan January 2012 - February 2013
J.P. Morgan March 2011 - December 2011
J.P. Morgan November 2010 - March 2011
J.P. Morgan May 2010 - November 2010
Skills
Mortgage Banking, Internal Controls, Action Plan Development, Complaint Management, Customer Service, Customer Experience, Employee Feedback, Home Retention, Loss Mitigation, Loan Modifications, Collections, Internal Audit, Quality Control, Quality Assurance, AML, Employee Surveys, Operational Risk, Operational Risk...
Education
University of North Texas 2004 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan July 2012 - Present
J.P. Morgan September 2008 - July 2012
The Citi Private Bank October 2004 - May 2008
Hewitt Associates July 2002 - October 2004
Univrsity of Notre Dame August 2001 - May 2002
Skills
Banking, Finance, Mergers & Acquisitions, Sales, Financial Reporting, Series 7, Training, Microsoft Excel, Sales Management, Quality Assurance, Testing, Financial Analysis, Financial Modeling, Credit, Asset Management, Business Analysis
Education
University of Notre Dame 1998 — 2002
BA, Economics and Spanish, 3.60 GPA
RBC Capital Markets January 2013 - Present
J.P. Morgan May 2012 - August 2012
Financial Services Forum January 2011 - May 2011
Notre Dame Undergraduate Admissions and SIBC May 2010 - June 2010
Education
University of Notre Dame 2009 — 2013
BA, Mendoza College of Business, Political Science
Shanghai American School 2002 — 2009
J.P. Morgan 2013 - Present
Texas Red Dirt Roads 2009 - 2013
Farmers Insurance 2007 - 2013
KPLX 99.5 The Wolf 2000 - 2008
Cintas 2005 - 2007
Cintas 2004 - 2005
Cintas 2003 - 2005
Skills
Insurance, Sales, Sales Management, New Business Development, Direct Sales, Umbrella Insurance, Commercial Insurance, Operations Management, Public Speaking, Leadership, Management, Contract Negotiation, Team Building, Property & Casualty...
Education
University of North Texas 2000 — 2002
Bachelor of Arts, Radio, Television, and Film
J.P. Morgan August 2015 - Present
J.P. Morgan February 2015 - August 2015
H4B Chelsea April 2014 - February 2015
General Mills August 2013 - March 2014
General Mills August 2012 - July 2013
General Mills June 2011 - August 2011
Bank of New York Mellon, Pershing LLC June 2010 - August 2010
Skills
Event Management, Management, Business Planning, Trade Marketing, Sales Management, Corporate Events, AC Nielsen, Strategic Planning, Consumer Products, Consumer Insight, Grocery Industry, Category Insights, Consumer Package Goods, Pricing Analysis, Competitive Analysis, Merchandising, Retail Sales, Microsoft Office, Fundraising, Marketing, BEx Analyzer, eCRM, Social Networking, Leadership, Microsoft Excel
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
B.S., Business Administration
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Portfolio Evaluations, Inc. (PEI) May 2011 - August 2011
Skills
Microsoft Office, Research, Financial Analysis, Equity Capital Markets, Bloomberg Terminal, Bloomberg, Financial Modeling, PowerPoint, Fixed Income, Investment Banking, Microsoft Excel, Microsoft Word, Valuation
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Economics
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Northern Trust June 2012 - August 2012
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Deutsche Bank July 2013 - Present
New China Trust Co. Limited July 2012 - August 2012
PricewaterhouseCoopers Consultants (Shenzhen) Limited June 2012 - July 2012
J.P. Morgan July 2011 - August 2011
Xiangtan Electric Manufacturing Company November 2010 - December 2010
Timken (Hunan) Bearing Co., Ltd June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Bloomberg, Investment Banking, Internal Controls, Accounting, Microsoft Excel, Equity Research, Capital Markets, Portfolio Management, Access, Credit Risk, Alternative Investment..., Data Analysis, PowerPoint, Microsoft Office, Investments, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Undergraduate, Corporate Finance
J.P. Morgan July 2010 - Present
Transwestern March 2003 - December 2008
Education
University of North Texas 1998 — 2001
Bachelor of Business Administration (BBA), Human Resources
J.P. Morgan April 2015 - Present
JPMorgan Chase December 2013 - Present
John Hancock Financial Services September 2013 - November 2013
John Hancock Life Insurance Company (U.S.A.) July 2011 - August 2013
John Hancock Financial Services January 2011 - June 2011
Vail Resorts February 2008 - March 2010
Charlotte Arrangements November 2006 - January 2008
Skills
Sales, Management, Marketing, Series 7, Insurance, Variable Annuities, Long Term Care Insurance, Bilingual, LTCP, Series 63, Series 6, Always Punctual, Volunteering, Close Attention to..., Fixed Annuities, Business Relationship..., Continuing Education
Education
UNC Charlotte 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Public Relations, Advertising, and Applied Communication
The Brinkmann Corporation June 2015 - Present
J.P. Morgan January 2013 - June 2015
JPMorgan Chase January 2011 - January 2013
Lowe's Companies, Inc. January 2010 - January 2011
Dillards January 2007 - January 2010
Skills
Series 6, Series 63, Notary Public, Licensed Life Insurance..., Financial Analysis, Financial Risk, Securities, Business Strategy, Small Business, Relationship Management, Cash Management, Cross Selling, Investments, Finance, Fixed Annuities, Business Analysis, Data Analysis, Financial Reporting, Outlook, Mutual Funds, Equities, Consumer Lending, Internal Controls, Internal Audit, Credit Analysis, Loan Origination, Account Reconciliation, Banking, Loans, Credit, Risk Management, Leadership, Sales, Financial Services, Customer Service, Life Insurance, Analysis, Training, Microsoft Office, Microsoft Excel, Management, Strategic Planning, PowerPoint
Education
University of North Texas 2008 — 2011
Bachelor of Business Administration, Finance
Capital One August 2015 - Present
JPMorgan Chase May 2014 - August 2015
J.P. Morgan May 2013 - May 2014
J.P. Morgan February 2012 - April 2013
CAST Management Consultants September 2010 - February 2012
Fifth Third Bank November 2006 - April 2010
J.P. Morgan April 2006 - November 2006
Skills
Treasury Management, Payments, Strategy Development, Product Development, Banking, Electronic Payments, Program Management, Risk Management, Cash Management, Financial Institutions, Strategy, Commercial Banking, Financial Services, Treasury Services, Business Development, Corporate Finance, Change Management, AML
Education
University of Notre Dame
BA, Economics
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA, Finance
Mosaic Health Solutions March 2014 - Present
NoteVault August 2013 - January 2014
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - July 2010
Frontier Capital May 2009 - July 2009
Quintiles January 2008 - July 2008
Quintiles May 2007 - August 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Finance
Deutsche Bank December 2013 - Present
Westminster School May 2009 - Present
Morgan Stanley Wealth Management July 2013 - September 2013
The Next Step Realty June 2011 - July 2013
Wells Fargo Securities June 2012 - August 2012
J.P. Morgan July 2011 - August 2011
Mark Millon Lacrosse Camp April 2009 - April 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Sales, Fundraising, Management, Analysis, Equities, Event Planning, Public Speaking, Research, Social Media, Social Networking, Training, Derivatives, Drawing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration
J.P. Morgan 2015 - Present
J.P. Morgan 2009 - 2014
Allstate Financial June 2007 - August 2007
Skills
Series 7, Series 63, Securitization, ABS, Capital Markets, Fixed Income, Investment Banking, Investments
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration, Finance
J.P. Morgan 2015 - Present
J.P. Morgan June 2015 - July 2015
The University of Notre Dame Mendoza College of Business 2014 - May 2015
Thomas Roulston Investment Partners, Inc. January 2015 - April 2015
Lincoln International January 2015 - January 2015
Jubilee Initiative for Financial Inclusion 2013 - 2015
Little Sisters of the Poor June 2014 - August 2014
Northwestern University 2011 - 2012
Skills
Accounting, Finance, International Relations, Leadership, Research, Public Speaking, Matlab, Statistics, Social Media, Teaching, Java
Education
University of Notre Dame - Mendoza College of Business 2013 — 2017
Bachelor's degree, Finance Major, Computing & Digital Technoligies and Hesburgh Minors
Illinois Mathematics and Science Academy 2010 — 2013
High School Diploma
Roosevelt Management Company January 2014 - Present
Roosevelt Management Company January 2009 - December 2013
J.P. Morgan July 2007 - December 2008
Waterloo Industries June 2004 - June 2007
Education
University of Northern Iowa
Master of Business Administration (MBA)
University of Northern Iowa
Management Information Systems
Grotech Ventures May 2013 - Present
WestView Capital July 2010 - May 2013
Summit Partners June 2007 - June 2010
J.P. Morgan 2006 - 2006
Skills
Private Equity, Equities, Recapitalizations, Venture Capital, Investments, Entrepreneur, Asset Managment, Valuation, Financial Modeling, Due Diligence, Corporate Development, Deal Sourcing, Mergers, Investment Banking, Strategic Planning
Education
University of Notre Dame 2003 — 2007
Bachelor of Business Administration (BBA), Finance, General
PwC July 2013 - February 2015
National Association for the Blind - India July 2012 - June 2013
J.P. Morgan January 2011 - July 2012
Booz Allen Hamilton May 2008 - January 2011
UNC Chapel Hill August 2008 - May 2010
Education
University of North Carolina at Chapel Hill 2008 — 2010
Master of Science (M.S.), Statistics
University of North Carolina at Chapel Hill 2008 — 2010
Master of Science (M.S.), Operations Research
Virginia Tech 2005 — 2008
Bachelor of Science (B.S.), Electrical Engineering, Statistics, Physics and Mathematics
Fravashi
Fravashi
J.P. Morgan May 2013 - Present
Tutor.com January 2011 - December 2012
J.P. Morgan June 2012 - August 2012
Wilmington Blue Rocks May 2011 - August 2011
Skills
Microsoft Office, Corporate Finance, Financial Accounting, Sports Management, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Financial Modeling, Facebook, Research, Leadership, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2012
BSBA, Business Administration
Berkshire Hathaway HomeServices-New England Properties June 2013 - Present
YHB Investment Advisors June 2011 - September 2012
Save the Children November 2009 - May 2011
J.P. Morgan July 1994 - August 2009
Fleet Investment Advisors December 1985 - July 1994
Society for Saving, Hartford, CT April 1983 - December 1985
ConocoPhillips April 1980 - March 1983
McDermott International Inc. July 1978 - November 1979
Skills
Equities, Securities, Portfolio Management, Investments, Investment Management, Fixed Income, Asset Management, Cash Management, Credit, Finance, Trading, Wealth Management, Investment Strategies, Strategic Financial..., Financial Services, Financial Modeling, Capital Markets, Financial Markets, Analysis, Banking, Credit Analysis, Hedge Funds, Valuation, Bonds, Financial Analysis, Mutual Funds, Risk Management, Credit Risk, Alternative Investments, Corporate Finance, Financial Risk, Series 7, Relationship Management, Private Equity
Education
University of Notre Dame - Mendoza College of Business 1974 — 1976
MBA, Finance
Saint Joseph College 1970 — 1974
BA, English, history, education
J.P. Morgan February 2013 - Present
J.P. Morgan March 2010 - February 2013
GAM USA Inc. February 2008 - February 2009
GAM USA Inc. December 2003 - January 2008
University of North Carolina at Wilmington May 2001 - April 2003
SSB Citi Asset Management February 1998 - February 2001
Skills
Alternative Investments, Hedge Funds
Education
University of North Carolina at Wilmington 2001 — 2003
MBA, Entrepreneurship
Vanderbilt University 1993 — 1997
BS, Biological Sciences
The Lawrenceville School 1989 — 1993
Diploma
The Buckley School 1980 — 1989
Diploma
J.P. Morgan May 2013 - Present
Applied Investment Management April 2013 - Present
Red Hat January 2013 - May 2013
Global Brigades, Inc. September 2012 - March 2013
Course Hero, Inc. July 2012 - October 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Matlab, Piano, Microsoft Office, Customer Service, Social Media, Research, Strategic Planning, Training, Data Analysis, Spanish, Facebook
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
BSBA, Finance and Consulting
Garden City High School 2006 — 2010
Wells Fargo May 2013 - Present
J.P. Morgan July 2011 - May 2013
OppenheimerFunds, Inc. December 2007 - July 2011
The Sharpe Collection August 2005 - December 2007
Reagan Marketing + Design August 2004 - August 2005
FineLine Creative August 2002 - September 2004
Frederik Meijer Gardens & Sculpture Park October 2002 - August 2004
Skills
Marketing Communications, Marketing Strategy, Advertising, Marketing, Social Media, Social Media Marketing, Integrated Marketing, Email Marketing, Strategic Planning, Event Management, Direct Mail, Collateral, Project Management, Event Planning, Graphic Design, Messaging, Digital Marketing, Online Advertising, Digital Media, Strategy, Competitive Analysis, Marketing Management, Strategic Communications, Product Marketing, Internal Communications, Creative Direction, Direct Marketing, Management, Leadership, Interactive Marketing, Market Planning, Sales, New Business Development, Brand Development, Online Marketing, Corporate Communications, Market Research, Brand Management, Financial Services
Education
University of Notre Dame 1998 — 2002
BFA, Graphic & Furniture Design
Forest Hills Northern 1994 — 1998
JF Sachs and Associates April 2009 - Present
Fidelity Investments 2007 - 2009
J.P. Morgan 2000 - 2006
Towers Perrin 1996 - 2000
ICMA-RC 1993 - 1996
T Rowe Price 1989 - 1993
Shearson Lehman - The Boston Company 1983 - 1989
Skills
Change Management, Strategic Planning, Risk Management, Investments, Team Building, Mentoring, Mutual Funds, Integration, Employee Benefits, Analysis, Management Consulting, Cross-functional Team..., Asset Managment, Strategy, Management, Budgets, Project Management, Strategic Partnerships, Executive Management, Business Process..., Business Transformation, Customer Relations, Planning, Performance Improvement, Mergers & Acquisitions, Contract Negotiation, Competitive Analysis, Metrics, Pricing, Outsourcing, P&L, Due Diligence, Process Improvement, Governance, Financial Management, Program Management, Performance Measurement, Business Analysis, Negotiation, Strategy Development, Financial Markets, Enterprise Software, Consulting, P&L Management, Financial Services, New Business Development, Relationship Management
Education
University of Notre Dame
BBA
Jochi Daigaku - Sophia University - Tokyo, Japan
J.P. Morgan North American Finance InternThe Estée Lauder Companies Inc.May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance
University of Notre Dame in London 2012 — 2012
BA, Finance
Rye Country Day School
J.P. Morgan June 2015 - Present
Skills
Spanish, Public Speaking, Writing, Finance, International, Microsoft Excel, Bloomberg Terminal, Microsoft Office
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2015
Master's Degree, Accounting
University of North Carolina, Kenan-Flagler Business School 2010 — 2014
B.S. Business Administration, Finance
The Collegiate School 2000 — 2010
JLL Partners 2011 - Present
Ridgemont Equity Partners 2006 - 2009
J.P. Morgan 2004 - 2006
Citigroup 2002 - 2002
Education
The Wharton School at the University of Pennsylvania 2009 — 2012
Master of Business Administration, Finance
University of Pennsylvania Law School 2009 — 2012
JD
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
BS, Business Administration and Economics
J.P. Morgan September 2014 - Present
Skills
Microsoft Office 2010, Bloomberg, Teamwork, Resilience, Coaching, Microsoft Excel, Office 2010, Leadership
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
J.P. Morgan November 2012 - Present
J.P. Morgan January 2010 - November 2012
J.P. Morgan July 2005 - January 2010
Education
University of Notre Dame 2004 — 2005
MS, Accountancy
University of Notre Dame 2000 — 2004
BBA, Finance and Business Economics
J.P. Morgan September 2014 - Present
Goldman Sachs September 2012 - September 2014
Goldman Sachs 2010 - 2012
Goldman Sachs 2007 - 2010
Goldman Sachs November 2006 - May 2007
Goldman Sachs and Co. July 2000 - November 2006
Skills
Fixed Income, Equities, Management, CRM, Securities, Risk Management, Trading, Trading Systems, Analytics, Electronic Trading, Business Planning, Options, Sales, Marketing Strategy, Training, Commodity, Recruiting
Education
University of Notre Dame - Mendoza College of Business 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing and Psychology
University of Notre Dame - Mendoza College of Business 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing and Psychology
J.P. Morgan March 2011 - Present
Chase Home Mortgage June 2010 - April 2012
Ford Credit March 2001 - January 2009
Ford Motor Credit Company 2001 - 2009
Motown Records 1995 - 1997
Jive Records 1990 - 1995
Skills
Relationship Management, Financial Analysis, Process Improvement, Forecasting, Leadership, Customer Service, Quality Assurance, Project Management, Accounts Payable, Recruiting, Marketing, Credit, Strategic Planning, Microsoft Excel, PowerPoint, Credit Analysis, Management, Team Building, Loans, Team Leadership, Banking, Sales, Risk Management, Finance, Microsoft Office, Call Centers, Portfolio Management, Analysis, Credit Risk, Mortgage Lending, Coaching, Financial Services, Operations Management, Vendor Management, Training, Underwriting
Education
University of Phoenix 2008 — 2010
MBA, Business Management
University of North Texas 2001 — 2006
Bachelor of Arts (B.A.), Applied Arts and Science
Bank of Tokyo-Mitsubishi UFJ January 2012 - Present
J.P. Morgan May 2000 - December 2011
Education
Vanderbilt University Law School 1992 — 1995
JD, Law
University of Notre Dame 1987 — 1991
J. P. Morgan Trust Company of Delaware May 2000 - Present
J.P. Morgan August 1998 - May 2000
University of Notre Dame June 1996 - May 1998
Skills
Trust Management, Asset Managment, Estate Planning, High Net Worth..., Private Banking, Financial Services, Wealth Management, Banking, Personal Trust..., Delaware Trust...
Education
University of Notre Dame 1996 — 1998
Master of Arts (M.A.), Art History, Criticism and Conservation
University of Notre Dame 1989 — 1993
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
St. Mary's College - Rome Program 1990 — 1991
Villa Victoria Academy 1985 — 1989
Morgan Stanley October 2010 - Present
Metropolitan Montessori School June 2012 - June 2014
Bernstein Global Wealth Management April 2009 - September 2010
J.P. Morgan April 2002 - August 2008
Wachovia April 2001 - March 2002
J.P. Morgan February 1999 - April 2001
Nomura July 1996 - February 1999
Toyo Trust & Banking Co. October 1993 - May 1995
Skills
Capital Markets, Loans, Underwriting, Mortgage, Structuring, Valuation, Loan Origination, CMBS, Real Estate, Debt, Financial Structuring, Commercial Mortgages, Real Estate Financing, Mortgage Lending, Commercial Real Estate, Commercial Lending, Real Estate Economics, Mezzanine, Asset Management, Investment Banking, Structured Finance
Education
University of Notre Dame - Mendoza College of Business 1995 — 1996
MBA, Finance & Accounting
University of Richmond 1983 — 1987
BS, Business Administration
Horace Mann School 1979 — 1983
J.P. Morgan April 2010 - Present
Ernst & Young May 2006 - April 2010
Skills
GAAP, Auditing, Financial Reporting, Accounting, Financial Analysis, Internal Controls, SEC filings, Sarbanes-Oxley Act, Financial Statements, Microsoft Excel, Tax, Project Management
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
Masters, Accounting
University of Richmond 2002 — 2006
Bachelor of Business Administration (B.B.A.), International Business
J.P. Morgan August 2010 - Present
Merrill Lynch October 2007 - August 2010
Skills
Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2003 — 2007
Delbarton School 1999 — 2003
J.P. Morgan January 2011 - February 2014
J.P. Morgan October 2010 - January 2011
Ashford Capital Management August 2007 - November 2010
Alliance Growth Equities A Division of AllianceBernstein June 2006 - August 2006
Skills
Equity Research
Education
University of Notre Dame 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, 3.9
Delbarton 1999 — 2003
Life Lessons, Hockey, 4.3/4.0 (high grades in AP classes)
Servpro of Greater St Augustine/St Augustine Beach August 2015 - Present
Bank of America April 2013 - July 2015
J.P. Morgan October 2010 - March 2013
JP Morgan Chase 2009 - October 2010
Wamu July 2003 - June 2009
Washington Mutual Bank 2004 - March 2008
Washington Mutual 1999 - April 2004
Skills
Loans, Banking, Risk Management, Sales, Mortgage Banking, Management, Process Improvement, Mortgage Lending, Team Building, Credit, Credit Analysis, Customer Service, Financial Analysis, Loan Origination, Relationship Management
Education
University of North Florida 1994 — 1998
J.P. Morgan September 2013 - Present
Tishman Speyer May 2011 - May 2013
Ernst & Young May 2009 - May 2011
Deloitte October 2007 - June 2008
AXA Equitable 2006 - 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Modeling, GAAP, Auditing, Financial Accounting, Internal Controls
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
M.S., Accountancy
University of Scranton 2003 — 2007
BS, Finance
Oppenheimer & Co. June 2011 - Present
D. A. Davidson & Co. August 2008 - May 2011
Jefferies & Co. June 2006 - November 2007
J.P. Morgan February 2002 - May 2006
Skills
Chartered Financial...
Education
University of Notre Dame 1993 — 1997
B.A., French
Deerfield Academy P.G. 1992 — 1993
St. Sebastian's 1988 — 1992
BlackRock 2014 - Present
Moelis & Company 2013 - 2014
MAEVA Municipal Solutions 2012 - 2013
J.P. Morgan 2009 - 2012
JP Morgan 2004 - 2009
JP Morgan May 2003 - August 2003
Skills
Fixed Income, Risk Management, Credit, Financial Risk, Trading, Credit Derivatives, Equities, Investment Banking, Valuation, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Financial Modeling
Education
University of Notre Dame 2000 — 2004
Business, Finance
Becahi
J.P. Morgan 1994 - Present
J.P. Morgan 1997 - 2015
J.P. Morgan 1997 - 2015
J.P. Morgan 2004 - 2006
Bank One 1990 - 1994
State Street 1987 - 1990
Skills
Product Management, Product Development, Risk Management, Business Development, Strategic Planning, Business Resilience, Business Continuity..., P&L Management, Thought Leadership, Service Quality..., Relationship Management, Process Improvement
Education
University of Notre Dame - Mendoza College of Business
Master of Business Adminstration, Finance/International Finance
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration - Finance
J.P. Morgan January 2011 - Present
The Vision Care Institute (Contract Position) April 2009 - December 2010
Scott-McRae Group May 2004 - October 2008
Skills
Administrative..., Microsoft Office, Outlook, PowerPoint, Calendars, Visio, Microsoft Excel, Event Planning, Budgets, Project Planning, Project Management, Microsoft Publisher, Accounts Payable, Contract Negotiation, Customer Service, Finance
Education
American Bankers Association 1987 — 1988
Principles of Banking and Accounting
Nathan Bedford Forrest High School 1977 — 1980
Diploma, Business
University of North Florida
Professional Development, Specific Subject Areas
J.P. Morgan February 2013 - Present
J.P Morgan February 2011 - February 2013
Northrop Grumman Information Systems July 2009 - February 2011
Recaro Aircraft Seating September 2008 - August 2009
University of Texas at Arlington January 2006 - May 2007
University of Texas at Arlington January 2005 - May 2005
Skills
Software Development, Network Administration, Troubleshooting, Servers, Java, ITIL, Perl, SQL, C++
Education
University of North Texas 2003 — 2008
Bachelors of Science, Computer Science
J.P. Morgan May 2010 - Present
Merrill Lynch May 2009 - August 2009
Occidental Petroleum Co May 2009 - August 2009
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
J.P. Morgan May 2012 - Present
Credit Suisse October 2008 - June 2012
BlueCross BlueShield of NC 2000 - 2002
Skills
Bloomberg, Fixed Income, Series 7, Equity Derivatives, Derivatives, Trading, Financial Markets, Capital Markets, Bonds, Hedge Funds, Investment Banking, Equities, Options, Structured Products
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Northern Trust November 2009 - May 2012
M&T Bank May 2008 - August 2008
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
MBA
University of Pennsylvania 2005 — 2009
BA
J.P. Morgan Managing DirectorJP Morgan1985 - 2010
Education
Yale University 1983 — 1985
MA, Asian Studies
University of Notre Dame 1977 — 1981
BA, English; Asian Studies
SoFi May 2015 - Present
Conatus Capital Management LP September 2013 - May 2015
Thomas H. Lee Partners July 2012 - August 2013
J.P. Morgan June 2010 - June 2012
Skills
Financial Analysis, Financial Modeling, Fundamental Analysis, Business Valuation, Equity Valuation, Private Equity, Hedge Funds
Education
University of Notre Dame 2006 — 2010
J.P. Morgan October 2014 - Present
McGraw Hill Financial July 2013 - October 2014
Lombard Risk July 2012 - July 2013
PRICOA Capital Group July 2011 - June 2012
Deutsche Bank June 2010 - August 2010
Morgan Stanley Smith Barney July 2009 - August 2009
Education
University of Notre Dame 2007 — 2011
Bachelor of Business Administration (BBA), Finance
J.P. Morgan June 2014 - Present
Piper Jaffray June 2013 - August 2013
Aisling Capital June 2012 - July 2012
College Works Painting February 2011 - August 2011
New York Stock Exchange July 2011 - July 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
BWX Technologies, Inc. July 2015 - Present
KPMG September 2013 - July 2015
KPMG July 2011 - September 2013
J.P. Morgan June 2009 - July 2009
Skills
Financial Modeling, Technical Writing, Industry Analysis, Industry Research, Financial Statement..., Economics, Analysis, Management, Data Analysis, Public Speaking
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
BSBA
J.P. Morgan July 2011 - Present
Morgan Stanley June 2007 - May 2011
Morgan Stanley 2007 - 2011
Lehman Brothers June 1998 - May 2007
Skills
Bloomberg
Education
University of Notre Dame - Mendoza College of Business 1996 — 1998
MBA, Finance
Ridgefield High School
Ridgefield High School
Bank of Tokyo-Mitsubishi UFJ January 2012 - Present
J.P. Morgan May 2000 - December 2011
Education
Vanderbilt University Law School 1992 — 1995
JD, Law
University of Notre Dame 1987 — 1991
Bachelor of Science (BS)
Robertson Stephens, Inc., 1998 - 2001
J.P. Morgan Securities 1991 - 1998
J.P. Morgan 1994 - 1997
J.P. Morgan Futures 1987 - 1991
Chicago Mercantile Exchange 1982 - 1987
CBOE 1979 - 1982
Skills
Fixed Income, Investments, Risk Management, Series 7, Trading, Equities, Derivatives, Management, Portfolio Management, Hedge Funds, Options, Financial Markets, Capital Markets, Alternative Investments
Education
University of Chicago 1984 — 1986
Master of Business Administration (MBA), Finance and Accounting
University of Notre Dame 1967 — 1971
Bachelor of Arts (B.A.), Political Theory
J.P. Morgan August 2013 - Present
GE Capital July 2011 - July 2013
Deloitte June 2010 - August 2010
Morgan Stanley Wealth Management June 2009 - July 2009
GM Financial/AmeriCredit June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Strategic Financial..., Forecasting, Hyperion Enterprise, Accounting, Essbase, SNL, Microsoft Excel, Bloomberg
Education
University of Notre Dame 2007 — 2011
BBA, Accountancy
J.P. Morgan May 2007 - Present
Bank of America February 2002 - April 2007
Skills
Wealth Management, Investments, Securities, Portfolio Management, Asset Management, Equities, Series 7, Banking, Fixed Income, Asset Managment, Retirement, Credit, Wealth Management..., Alternative Investments, Treasury Management, Valuation, Series 24, New Business Development, Risk Management, Strategic Planning, Financial Modeling, High-Level Relationship..., Non profits, Private Foundations, Family Foundations
Education
University of North Texas
Bachelor of Science, Education
Jacobs Capital September 2012 - February 2013
IBG Partners June 2012 - August 2012
J.P. Morgan January 2005 - July 2010
Skills
Financial Modeling, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Wells Fargo Bank 2011 - Present
J.P. Morgan December 2004 - February 2011
Bank One and predecessor firms October 1987 - December 2004
Education
University of Notre Dame 1980 — 1984
Bachelor of Arts, Economics and Business
Walmart December 2001 - Present
J.P. Morgan June 1968 - December 1998
Education
University of North Texas 1962 — 1964
Master of Science (MS), Mathematics and Computer Science
University of North Texas 1959 — 1962
Bachelor's degree, Mathematics and Computer Science
J.P. Morgan June 2011 - Present
Education
University of Notre Dame - Mendoza College of Business
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan July 2015 - Present
MoneyGram International December 2013 - February 2014
Landsafe Appraisals Affiliate of Bank of America October 2012 - June 2013
JPMorgan Chase August 2011 - March 2012
JPMorgan Chase October 2010 - August 2011
JPMorgan Chase July 2009 - October 2010
Skills
Loss Mitigation, Due Diligence, Short Sales, Refinance, Mortgage Lending, Mortgage Compliance, Sales, Financial Services, Financial Risk, Financial Analysis, Banking, Investments, Mortgage Banking, Credit Analysis, Loan Origination, Risk Management, Finance, Asset Management, Insurance, FHA, Residential Mortgages, Mutual Funds, Investment Banking, loss analysis, Call Centers
Education
University of North Texas 2002 — 2004
Bachelor of Science (BS), Criminal Justice
Davita Healthcare December 2014 - Present
McKesson January 2013 - December 2014
J.P. Morgan 2008 - 2013
Education
University of Notre Dame 2003 — 2007
Bachelor of Arts (B.A.), Economics
Citadel Investment Group May 2014 - Present
Genstar Capital July 2011 - May 2014
J.P. Morgan June 2009 - June 2011
Education
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (BBA), Finance
Dominion Virginia Power August 2008 - Present
J.P. Morgan 2000 - 2008
Education
University of Notre Dame
BA : Accounting
J.P. Morgan October 2009 - Present
Accenture July 1997 - December 2005
Education
University of Notre Dame 1993 — 1997
Bachelor of Science (BS), Mechanical Engineering
J.P. Morgan June 2008 - Present
Bear Stearns & Company September 2004 - June 2008
Education
University of North Carolina at Wilmington 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General