J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
azul schwartz azul schwartz's J.P. Morgan Experience September 2010 - July 2013
Job Partner at Bronz Capital
Industry Venture Capital & Private Equity
Experience
Bronz Capital May 2014 - Present
J.P. Morgan September 2010 - July 2013
J.P. Morgan March 2009 - August 2010
J.P. Morgan November 2006 - February 2009
Merrill Lynch March 2006 - October 2006
Merrill Lynch November 2003 - February 2006
Skills
Equities, Asset Management, Real Estate, Investments, Portfolio Management, Private Equity
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Fine Arts, Concentration in Painting
Bronz Capital May 2014 - Present
J.P. Morgan September 2010 - July 2013
J.P. Morgan March 2009 - August 2010
J.P. Morgan November 2006 - February 2009
Merrill Lynch March 2006 - October 2006
Merrill Lynch November 2003 - February 2006
Skills
Equities, Asset Management, Real Estate, Investments, Portfolio Management, Private Equity
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Fine Arts, Concentration in Painting
Alexandra Snow Alexandra Snow's J.P. Morgan Experience July 2013 - July 2014
Job Business Operations & Strategy Associate at NerdWallet
Industry Internet
Experience
NerdWallet April 2015 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2011 - June 2013
JP Morgan June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Business Strategy, Data Analysis, Management Consulting
Education
University of Pennsylvania 2007 — 2011
Management and Finance
NerdWallet April 2015 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2011 - June 2013
JP Morgan June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Business Strategy, Data Analysis, Management Consulting
Education
University of Pennsylvania 2007 — 2011
Management and Finance
Ann Li Ann Li's J.P. Morgan Experience June 2013 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
NYCEDC October 2011 - May 2013
NYCEDC July 2010 - October 2011
NYC Economic Development Corporation 2008 - June 2010
McKinsey & Company 2005 - 2007
Oliver Wyman 2000 - 2005
Skills
Management Consulting, Strategy, Due Diligence, Financial Modeling, Strategic Planning, Business Strategy, Program Management, Business Development, Economic Development, Risk Management, Project Management, Valuation, Entrepreneurship, Change Management, Business Analysis
Education
University of Pennsylvania 1996 — 2000
BSE, BS, Finance, Systems Engineering
J.P. Morgan June 2013 - Present
NYCEDC October 2011 - May 2013
NYCEDC July 2010 - October 2011
NYC Economic Development Corporation 2008 - June 2010
McKinsey & Company 2005 - 2007
Oliver Wyman 2000 - 2005
Skills
Management Consulting, Strategy, Due Diligence, Financial Modeling, Strategic Planning, Business Strategy, Program Management, Business Development, Economic Development, Risk Management, Project Management, Valuation, Entrepreneurship, Change Management, Business Analysis
Education
University of Pennsylvania 1996 — 2000
BSE, BS, Finance, Systems Engineering
Sara Overturff Sara Overturff's J.P. Morgan Experience June 2015 - August 2015
Job Private Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
The University of Oklahoma Foundation January 2014 - Present
J.P. Morgan June 2015 - August 2015
OU Prospective Student Services April 2013 - December 2013
Charleston's I-240 August 2010 - July 2012
Education
University of Oklahoma - Price College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Economics and Finance (Double Major)
The University of Oklahoma Foundation January 2014 - Present
J.P. Morgan June 2015 - August 2015
OU Prospective Student Services April 2013 - December 2013
Charleston's I-240 August 2010 - July 2012
Education
University of Oklahoma - Price College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Economics and Finance (Double Major)
Nicole Upshaw Nicole Upshaw's J.P. Morgan Experience May 2014 - Present
Job Investment Banking Analyst at JPMorgan
Industry Investment Banking
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan May 2013 - August 2013
OU Foundation August 2012 - April 2013
Williams Company June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Access, Microsoft Word, Financial Analysis, PowerPoint, Leadership, QuickBooks, Accounting, Data Analysis, Banking, Financial Modeling, Investments, Finance, Analysis, Economics
Education
University of Oklahoma - Price College of Business 2010 — 2014
BBA, Finance, Accounting (Honors), Summa Cum Laude
J.P. Morgan May 2014 - Present
J.P. Morgan May 2013 - August 2013
OU Foundation August 2012 - April 2013
Williams Company June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Access, Microsoft Word, Financial Analysis, PowerPoint, Leadership, QuickBooks, Accounting, Data Analysis, Banking, Financial Modeling, Investments, Finance, Analysis, Economics
Education
University of Oklahoma - Price College of Business 2010 — 2014
BBA, Finance, Accounting (Honors), Summa Cum Laude
Julio César Reynaga Galeas Julio César Reynaga Galeas's J.P. Morgan Experience June 2013 - August 2015
Job CoFounder at Hindsight
Industry Internet
Experience
Hindsight Inc. August 2015 - Present
J.P. Morgan June 2013 - August 2015
Bank of America Merrill Lynch June 2012 - August 2012
Wharton Small Business Development Center July 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance
University of Pennsylvania - College of Arts and Sciences 2009 — 2013
Bachelor of Arts, Economics, Mathematics
Hindsight Inc. August 2015 - Present
J.P. Morgan June 2013 - August 2015
Bank of America Merrill Lynch June 2012 - August 2012
Wharton Small Business Development Center July 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance
University of Pennsylvania - College of Arts and Sciences 2009 — 2013
Bachelor of Arts, Economics, Mathematics
Diarra Williams Diarra Williams's J.P. Morgan Experience 2006 - 2009
Job Vice President Private Wealth Advisor at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank April 2014 - Present
1st Global November 2009 - March 2014
J.P. Morgan 2006 - 2009
The Golden Gift Consulting Company 2004 - 2006
Paradigm Wealth Management 2002 - 2004
Skills
Financial Services, Finance, Wealth, Financial Advisory, Series 63, Wealth Management..., High Net Worth..., Securities, Investment Advisory, Fixed Annuities, Banking, Retirement
Education
University of Oklahoma
BBA
Texas Capital Bank April 2014 - Present
1st Global November 2009 - March 2014
J.P. Morgan 2006 - 2009
The Golden Gift Consulting Company 2004 - 2006
Paradigm Wealth Management 2002 - 2004
Skills
Financial Services, Finance, Wealth, Financial Advisory, Series 63, Wealth Management..., High Net Worth..., Securities, Investment Advisory, Fixed Annuities, Banking, Retirement
Education
University of Oklahoma
BBA
Timothy Childs Timothy Childs's J.P. Morgan Experience July 2008 - December 2008
Job Product Management & UX Design
Industry Internet
Experience
Netpulse April 2013 - Present
WAYN January 2012 - March 2013
GoViral / BeOn September 2010 - December 2011
J.P. Morgan July 2008 - December 2008
Skills
Agile Methodologies, User Experience, User Interface Design, Scrum, Usability Testing, Agile Project Management, User Experience Design, Wireframes, User Interface, Software Development, Axure, Product Innovation, Product Management, User-centered Design, Entrepreneurship, Google Analytics, Digital Strategy, Mockups, Product Design, User Stories, User Journeys, Lean Startup, Startup Development, Social Networking, Information Architecture, Mobile Internet, Digital Media, Management, Mobile Applications, OmniGraffle, Adobe Fireworks
Education
University of Nottingham 2006 — 2010
2:1, Computer Science
Netpulse April 2013 - Present
WAYN January 2012 - March 2013
GoViral / BeOn September 2010 - December 2011
J.P. Morgan July 2008 - December 2008
Skills
Agile Methodologies, User Experience, User Interface Design, Scrum, Usability Testing, Agile Project Management, User Experience Design, Wireframes, User Interface, Software Development, Axure, Product Innovation, Product Management, User-centered Design, Entrepreneurship, Google Analytics, Digital Strategy, Mockups, Product Design, User Stories, User Journeys, Lean Startup, Startup Development, Social Networking, Information Architecture, Mobile Internet, Digital Media, Management, Mobile Applications, OmniGraffle, Adobe Fireworks
Education
University of Nottingham 2006 — 2010
2:1, Computer Science
Ted Karren Ted Karren's J.P. Morgan Experience 2000 - 2001
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2002 - Present
J.P. Morgan 2000 - 2001
Morgan Stanley 1999 - 2000
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MBA
University of Utah 1998 — 2000
Bachelors, Finance
Edward Jones June 2002 - Present
J.P. Morgan 2000 - 2001
Morgan Stanley 1999 - 2000
Education
University of Notre Dame - Mendoza College of Business 2001 — 2002
MBA
University of Utah 1998 — 2000
Bachelors, Finance
Steph Wineteer's J.P. Morgan Experience April 2007 - July 2014
Job PMP/VP at Chase Paymentech
Industry Banking
Experience
Chase Commerce Solutions August 2014 - Present
J.P. Morgan April 2007 - July 2014
The Nielsen Company November 1999 - April 2007
GTE Data Services June 1998 - November 1999
First Data Corporation November 1996 - June 1998
First National Bank of Omaha 1991 - 1996
Skills
Sarbanes-Oxley Act, SDLC, Program Management, Vendor Management, Business Analysis, Process Improvement, Visio, Software Documentation, User Acceptance Testing, Unix, MS Project, Business Process..., ITIL, Cross-functional Team..., Risk Management, Mainframe, SQL, COBOL, Testing, PMP, Test Planning, Software Project..., Quality Assurance, PMO, Project Portfolio..., IT Strategy, Requirements Gathering, Management, Integration, DB2, Project Management, Requirements Analysis, Software Development, Six Sigma, Agile Methodologies, Business Intelligence, Governance, IT Management, Business Requirements, Product Management, Resource Management, Business Process, Data Warehousing, Project Planning, Enterprise Architecture, SharePoint, Leadership, Outsourcing, Project Delivery, Disaster Recovery
Education
University of Oklahoma 1987 — 1990
BBA, Human Resource Management
Chase Commerce Solutions August 2014 - Present
J.P. Morgan April 2007 - July 2014
The Nielsen Company November 1999 - April 2007
GTE Data Services June 1998 - November 1999
First Data Corporation November 1996 - June 1998
First National Bank of Omaha 1991 - 1996
Skills
Sarbanes-Oxley Act, SDLC, Program Management, Vendor Management, Business Analysis, Process Improvement, Visio, Software Documentation, User Acceptance Testing, Unix, MS Project, Business Process..., ITIL, Cross-functional Team..., Risk Management, Mainframe, SQL, COBOL, Testing, PMP, Test Planning, Software Project..., Quality Assurance, PMO, Project Portfolio..., IT Strategy, Requirements Gathering, Management, Integration, DB2, Project Management, Requirements Analysis, Software Development, Six Sigma, Agile Methodologies, Business Intelligence, Governance, IT Management, Business Requirements, Product Management, Resource Management, Business Process, Data Warehousing, Project Planning, Enterprise Architecture, SharePoint, Leadership, Outsourcing, Project Delivery, Disaster Recovery
Education
University of Oklahoma 1987 — 1990
BBA, Human Resource Management
Benjamin Slocum Benjamin Slocum's J.P. Morgan Experience 2013 - 2013
Job UPenn Office of Investments
Industry Investment Management
Experience
UPenn Office of Investments July 2014 - Present
J.P. Morgan 2013 - 2013
Trusted Insight, Inc. May 2012 - July 2012
Foreign Policy Research Institute May 2011 - August 2011
Education
University of Pennsylvania 2010 — 2014
UPenn Office of Investments July 2014 - Present
J.P. Morgan 2013 - 2013
Trusted Insight, Inc. May 2012 - July 2012
Foreign Policy Research Institute May 2011 - August 2011
Education
University of Pennsylvania 2010 — 2014
Mehmet Sanliol Mehmet Sanliol's J.P. Morgan Experience May 2014 - Present
Job Associate in Technology coverage team at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan September 2012 - May 2014
J.P. Morgan Cazenove August 2009 - September 2012
Skills
Mergers & Acquisitions, Equity Valuation, Enterprise Valuation, Debt & Equity Financing, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, FactSet, Financial Analysis, Financial Modeling, Documentations
Education
University of Oxford 2004 — 2008
Master of Physics, Physics
J.P. Morgan May 2014 - Present
J.P. Morgan September 2012 - May 2014
J.P. Morgan Cazenove August 2009 - September 2012
Skills
Mergers & Acquisitions, Equity Valuation, Enterprise Valuation, Debt & Equity Financing, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg, FactSet, Financial Analysis, Financial Modeling, Documentations
Education
University of Oxford 2004 — 2008
Master of Physics, Physics
Sean Rober's J.P. Morgan Experience June 2013 - May 2015
Job Financial Analyst at Sunrun Inc.
Industry Renewables & Environment
Experience
Sunrun June 2015 - Present
J.P. Morgan June 2013 - May 2015
J.P. Morgan June 2011 - June 2013
University of Notre Dame September 2008 - May 2011
J.P. Morgan June 2010 - August 2010
New York Mets May 2008 - August 2008
JARAL Properties June 2007 - August 2007
Skills
Corporate Finance, Analysis, Bloomberg, Financial Modeling, Investments, Valuation, Equities, Finance, Portfolio Management, Financial Analysis, Investment Banking, Capital Markets, Access, Fixed Income, Strategy, Business Strategy, Data Analysis, Forecasting, Wealth Management, Asset Allocation, Accounting, Digital Strategy, Microsoft Excel, SAP, Essbase, Financial Reporting, Financial Services, Strategic Planning, Corporate Development, Adaptability, Data Mining, Business Analysis, Analytics, Competitive Analysis, Investor Relations, Consolidated Financial..., Consolidated Reporting, IT Strategy, Product Development, Product Strategies, Project Planning, Microsoft Office 2007, PowerPoint, Econometrics, Research, Banking, Variance Analysis, Scenario Analysis, Budgets, Credit
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
BBA, Finance
Chaminade High School 2003 — 2007
Sunrun June 2015 - Present
J.P. Morgan June 2013 - May 2015
J.P. Morgan June 2011 - June 2013
University of Notre Dame September 2008 - May 2011
J.P. Morgan June 2010 - August 2010
New York Mets May 2008 - August 2008
JARAL Properties June 2007 - August 2007
Skills
Corporate Finance, Analysis, Bloomberg, Financial Modeling, Investments, Valuation, Equities, Finance, Portfolio Management, Financial Analysis, Investment Banking, Capital Markets, Access, Fixed Income, Strategy, Business Strategy, Data Analysis, Forecasting, Wealth Management, Asset Allocation, Accounting, Digital Strategy, Microsoft Excel, SAP, Essbase, Financial Reporting, Financial Services, Strategic Planning, Corporate Development, Adaptability, Data Mining, Business Analysis, Analytics, Competitive Analysis, Investor Relations, Consolidated Financial..., Consolidated Reporting, IT Strategy, Product Development, Product Strategies, Project Planning, Microsoft Office 2007, PowerPoint, Econometrics, Research, Banking, Variance Analysis, Scenario Analysis, Budgets, Credit
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
BBA, Finance
Chaminade High School 2003 — 2007
Amir Attaar Amir Attaar's J.P. Morgan Experience 2001 - 2003
Job Analyst at Empyrean
Industry Investment Management
Experience
Empyrean Capital Partners June 2010 - Present
Tiger Veda January 2008 - June 2010
Second Curve Capital 2006 - 2007
Morgan Stanley 2004 - 2006
J.P. Morgan 2001 - 2003
Skills
Hedge Funds, Financial Modeling, Valuation, Equities, Capital Markets, Investments, Management, Investment Banking, Asset Management, Mergers & Acquisitions, Financial Analysis, Equity Research, Securities, Event Driven, Special Situations...
Education
University of Pennsylvania 1997 — 2001
Bachelor in Science, Economics
Gateway High School 1993 — 1997
Empyrean Capital Partners June 2010 - Present
Tiger Veda January 2008 - June 2010
Second Curve Capital 2006 - 2007
Morgan Stanley 2004 - 2006
J.P. Morgan 2001 - 2003
Skills
Hedge Funds, Financial Modeling, Valuation, Equities, Capital Markets, Investments, Management, Investment Banking, Asset Management, Mergers & Acquisitions, Financial Analysis, Equity Research, Securities, Event Driven, Special Situations...
Education
University of Pennsylvania 1997 — 2001
Bachelor in Science, Economics
Gateway High School 1993 — 1997
Andrew Boodhoo's J.P. Morgan Experience June 2015 - August 2015
Job PCI Fellow at University of Pennsylvania
Industry Higher Education
Experience
University of Pennsylvania May 2015 - Present
J.P. Morgan June 2015 - August 2015
IBM Canada Ltd. January 2013 - August 2013
A.U.G. Signals September 2011 - April 2012
Process Research Ortech January 2011 - April 2011
Skills
Nanotechnology, Invention Assessment, Technology..., Scrum, Java, Matlab, WordPress, HTML, Microsoft Excel
Education
University of Pennsylvania 2014 — 2016
Master of Science in Engineering (M.S.E.), Nanotechnology
University of Waterloo 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Nanotechnology Engineering, Honours, Co-operative Program
University of Pennsylvania May 2015 - Present
J.P. Morgan June 2015 - August 2015
IBM Canada Ltd. January 2013 - August 2013
A.U.G. Signals September 2011 - April 2012
Process Research Ortech January 2011 - April 2011
Skills
Nanotechnology, Invention Assessment, Technology..., Scrum, Java, Matlab, WordPress, HTML, Microsoft Excel
Education
University of Pennsylvania 2014 — 2016
Master of Science in Engineering (M.S.E.), Nanotechnology
University of Waterloo 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Nanotechnology Engineering, Honours, Co-operative Program
Hannah Joy (Hannah Joy Cooney) Young Hannah Joy (Hannah Joy Cooney) Young's J.P. Morgan Experience May 2012 - August 2012
Job Financial Control Representative at People's United Bank
Industry Banking
Experience
People's United Bank June 2014 - Present
National Oilwell Varco February 2013 - April 2014
University of Oklahoma August 2011 - December 2012
J.P. Morgan May 2012 - August 2012
J.P. Morgan June 2011 - August 2011
University of Oklahoma Health Sciences Center August 2010 - December 2010
Skills
Management, Higher Education, Training, Microsoft Excel, PowerPoint, Banking, Auditing
Education
University of Oklahoma 2008 — 2012
Bachelor of Business Administration (BBA), International Business and Human Resources Management, 4.0
Nevsky Institute of Language and Culture 2011 — 2011
People's United Bank June 2014 - Present
National Oilwell Varco February 2013 - April 2014
University of Oklahoma August 2011 - December 2012
J.P. Morgan May 2012 - August 2012
J.P. Morgan June 2011 - August 2011
University of Oklahoma Health Sciences Center August 2010 - December 2010
Skills
Management, Higher Education, Training, Microsoft Excel, PowerPoint, Banking, Auditing
Education
University of Oklahoma 2008 — 2012
Bachelor of Business Administration (BBA), International Business and Human Resources Management, 4.0
Nevsky Institute of Language and Culture 2011 — 2011
Jack Hayflick Jack Hayflick's J.P. Morgan Experience September 1972 - September 1977
Job Licensed Real Estate Sales Person at Sotheby's International Realty
Industry Financial Services
Experience
Sotheby's International Realty October 2013 - Present
Mark Asset Management October 2009 - October 2011
Goldman Sachs September 1977 - January 2007
J.P. Morgan September 1972 - September 1977
Skills
Portfolio Management, Securities, Wealth Management..., Investments, Finance, Personal Finance, Emerging Markets, Real Estate, Private Equity, Asset Management, Stock Picking, Mutual Funds, Hedge Funds, Alternative Investments, Marketing, Real Estate Sales, Acting in Films,..., Venture Capital, Real Estate Transactions, Series 63
Education
NYU Stern School of Business 1970 — 1972
MBA, Finance
University of Pennsylvania 1962 — 1966
BA, English, Writing, History of Art and Architecture
Sotheby's International Realty October 2013 - Present
Mark Asset Management October 2009 - October 2011
Goldman Sachs September 1977 - January 2007
J.P. Morgan September 1972 - September 1977
Skills
Portfolio Management, Securities, Wealth Management..., Investments, Finance, Personal Finance, Emerging Markets, Real Estate, Private Equity, Asset Management, Stock Picking, Mutual Funds, Hedge Funds, Alternative Investments, Marketing, Real Estate Sales, Acting in Films,..., Venture Capital, Real Estate Transactions, Series 63
Education
NYU Stern School of Business 1970 — 1972
MBA, Finance
University of Pennsylvania 1962 — 1966
BA, English, Writing, History of Art and Architecture
Drew Davala's J.P. Morgan Experience May 2013 - August 2013
Job Fixed Income Analyst at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein June 2014 - Present
J.P. Morgan May 2013 - August 2013
Trilogy Capital June 2012 - July 2012
Education
University of Pennsylvania 2010 — 2014
Bachelor's degree, Economics
The Hotchkiss School 2007 — 2010
Wilton High School 2005 — 2007
AllianceBernstein June 2014 - Present
J.P. Morgan May 2013 - August 2013
Trilogy Capital June 2012 - July 2012
Education
University of Pennsylvania 2010 — 2014
Bachelor's degree, Economics
The Hotchkiss School 2007 — 2010
Wilton High School 2005 — 2007
Adam Holt Adam Holt's J.P. Morgan Experience January 2012 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2012 - Present
Goldman Sachs June 2001 - October 2011
Barclays Capital January 1998 - June 2001
EASAMS June 1993 - December 1997
Skills
C, C++, Python, Trading Systems, Programming, Software Development, HTML + CSS, Optimization, Debugging, Microsoft Office, Windows, Linux, Equities
Education
University of Oxford 1989 — 1992
B.A. (Hons), Natural Science - Physics
Lancaster Royal Grammar School 1981 — 1989
J.P. Morgan January 2012 - Present
Goldman Sachs June 2001 - October 2011
Barclays Capital January 1998 - June 2001
EASAMS June 1993 - December 1997
Skills
C, C++, Python, Trading Systems, Programming, Software Development, HTML + CSS, Optimization, Debugging, Microsoft Office, Windows, Linux, Equities
Education
University of Oxford 1989 — 1992
B.A. (Hons), Natural Science - Physics
Lancaster Royal Grammar School 1981 — 1989
Jay S. Tweed Jay S. Tweed's J.P. Morgan Experience 2007 - 2010
Job Senior Vice President Corporate Finance at BBVA Compass
Industry Banking
Experience
BBVA Compass 2013 - Present
HSBC 2012 - 2013
BBVA Compass 2010 - 2012
J.P. Morgan 2007 - 2010
Challenger Capital Group 2004 - 2007
Bank of America 1988 - 2004
Skills
Corporate Finance, Debt Capital Markets, Investment Banking, Commercial Banking, High Yield Bonds, Investment Grade Bonds, Structured Finance, Credit Analysis, Banking, Portfolio Management, Mergers & Acquisitions, Credit, Financial Analysis, Commercial Lending, Financial Modeling, Capital Markets, Finance, Credit Risk, Investments, Loans, Treasury Management, Fixed Income, Financial Services
Education
University of Oklahoma 1983 — 1987
BBA; MBA, Finance
BBVA Compass 2013 - Present
HSBC 2012 - 2013
BBVA Compass 2010 - 2012
J.P. Morgan 2007 - 2010
Challenger Capital Group 2004 - 2007
Bank of America 1988 - 2004
Skills
Corporate Finance, Debt Capital Markets, Investment Banking, Commercial Banking, High Yield Bonds, Investment Grade Bonds, Structured Finance, Credit Analysis, Banking, Portfolio Management, Mergers & Acquisitions, Credit, Financial Analysis, Commercial Lending, Financial Modeling, Capital Markets, Finance, Credit Risk, Investments, Loans, Treasury Management, Fixed Income, Financial Services
Education
University of Oklahoma 1983 — 1987
BBA; MBA, Finance
Jason Shen Jason Shen's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Global China Connections September 2012 - Present
Berkery, Noyes & Co., LLC September 2014 - December 2014
Merrill Lynch June 2014 - September 2014
Light Beam Capital March 2014 - June 2014
Suzhou International Development Venture Capital Holding Co., Ltd June 2013 - August 2013
Genius Education Co,. Ltd September 2012 - June 2013
Guo Fa SME Investment Guarantee Co,. Ltd December 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Python, Presentations, DCF, Porter Five Forces..., Start-ups, Investments, Research
Education
NYU Stern School of Business 2012 — 2016
BS, Finance, General, 3.90 GPA with coursework in Financial Market, Accounting, & Corporate Finance
University of Pennsylvania 2012 — 2012
Summer Program, Economics, A in Microeconomics; A - in Game Theory
Dulwich College Suzhou 2009 — 2012
International A-Level Cirriculum
J.P. Morgan June 2015 - Present
Global China Connections September 2012 - Present
Berkery, Noyes & Co., LLC September 2014 - December 2014
Merrill Lynch June 2014 - September 2014
Light Beam Capital March 2014 - June 2014
Suzhou International Development Venture Capital Holding Co., Ltd June 2013 - August 2013
Genius Education Co,. Ltd September 2012 - June 2013
Guo Fa SME Investment Guarantee Co,. Ltd December 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Python, Presentations, DCF, Porter Five Forces..., Start-ups, Investments, Research
Education
NYU Stern School of Business 2012 — 2016
BS, Finance, General, 3.90 GPA with coursework in Financial Market, Accounting, & Corporate Finance
University of Pennsylvania 2012 — 2012
Summer Program, Economics, A in Microeconomics; A - in Game Theory
Dulwich College Suzhou 2009 — 2012
International A-Level Cirriculum
Jessica Luk Jessica Luk's J.P. Morgan Experience June 2005 - November 2006
Job Clean Energy Finance Professional at NYCEEC
Industry Financial Services
Experience
NYCEEC June 2011 - Present
Google July 2010 - September 2010
New World Capital Group May 2010 - July 2010
NYC Mayor's Office of Long-term Planning and Sustainability July 2008 - August 2009
MutualArt November 2006 - April 2008
J.P. Morgan June 2005 - November 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (MBA), Management
University of Pennsylvania 2009 — 2011
Master of Arts (M.A.), Enviromental Studies
Yale University 2001 — 2005
BA, Economics and History of Art
NYCEEC June 2011 - Present
Google July 2010 - September 2010
New World Capital Group May 2010 - July 2010
NYC Mayor's Office of Long-term Planning and Sustainability July 2008 - August 2009
MutualArt November 2006 - April 2008
J.P. Morgan June 2005 - November 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (MBA), Management
University of Pennsylvania 2009 — 2011
Master of Arts (M.A.), Enviromental Studies
Yale University 2001 — 2005
BA, Economics and History of Art
Ines Tovo Ines Tovo's J.P. Morgan Experience June 2011 - June 2013
Job Associate at Energy Capital Partners
Industry Venture Capital & Private Equity
Experience
Energy Capital Partners March 2014 - Present
AlpInvest Partners August 2013 - March 2014
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Skills
Financial Analysis, Investment Banking, Mergers & Acquisitions, Latin America, Bloomberg, Emerging Markets, Capital Markets, Private Equity
Education
Washington and Lee University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Oxford University 2010 — 2010
History and Economics
Energy Capital Partners March 2014 - Present
AlpInvest Partners August 2013 - March 2014
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Skills
Financial Analysis, Investment Banking, Mergers & Acquisitions, Latin America, Bloomberg, Emerging Markets, Capital Markets, Private Equity
Education
Washington and Lee University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Oxford University 2010 — 2010
History and Economics
Alex Cole's J.P. Morgan Experience July 2013 - June 2014
Job Research Associate
Industry Research
Experience
Howard Fischer Associates June 2015 - Present
J.P. Morgan July 2013 - June 2014
J.P. Morgan June 2012 - August 2012
Skills
Financial Modeling, Valuation, Series 7, Research, Series 63, Trading
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts and Sciences
The Wellington School 2005 — 2009
Howard Fischer Associates June 2015 - Present
J.P. Morgan July 2013 - June 2014
J.P. Morgan June 2012 - August 2012
Skills
Financial Modeling, Valuation, Series 7, Research, Series 63, Trading
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts and Sciences
The Wellington School 2005 — 2009
Adriana Saman Adriana Saman's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - July 2014
MBA Lazard May 2013 - June 2013
Banco del Pacifico June 2012 - August 2012
Newt 2012 May 2011 - February 2012
Gingrich Communications February 2011 - May 2011
Skills
Microsoft Word, Research, PowerPoint, Public Relations, Microsoft Office, Microsoft Excel, English, Data Analysis, Spanish, Public Speaking, Social Media, Event Planning, Leadership, Teamwork, Statistics, Strategic Planning, Nonprofits, Business Strategy
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Political Science with minors in Economic Policy and International Development
Unidad Educativa Delta 1999 — 2011
High School, Salutatorian
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - July 2014
MBA Lazard May 2013 - June 2013
Banco del Pacifico June 2012 - August 2012
Newt 2012 May 2011 - February 2012
Gingrich Communications February 2011 - May 2011
Skills
Microsoft Word, Research, PowerPoint, Public Relations, Microsoft Office, Microsoft Excel, English, Data Analysis, Spanish, Public Speaking, Social Media, Event Planning, Leadership, Teamwork, Statistics, Strategic Planning, Nonprofits, Business Strategy
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Political Science with minors in Economic Policy and International Development
Unidad Educativa Delta 1999 — 2011
High School, Salutatorian
Chris Carroll's J.P. Morgan Experience September 2015 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
Janney Montgomery Scott May 2010 - September 2015
JPMorgan Chase March 2003 - May 2010
Merrill Lynch July 2000 - March 2003
Skills
Bloomberg, Equity Research, Equities, Equity Trading, Financial Modeling, Asset Management, Alternative Investments, Management, Mutual Funds, Options, Portfolio Management, Private Banking, Securities, Series 7, Series 63, Trading, Valuation, Fixed Income, Hedge Funds, Investment Banking, Investments, Capital Markets
Education
University of Pennsylvania 1996 — 2000
J.P. Morgan September 2015 - Present
Janney Montgomery Scott May 2010 - September 2015
JPMorgan Chase March 2003 - May 2010
Merrill Lynch July 2000 - March 2003
Skills
Bloomberg, Equity Research, Equities, Equity Trading, Financial Modeling, Asset Management, Alternative Investments, Management, Mutual Funds, Options, Portfolio Management, Private Banking, Securities, Series 7, Series 63, Trading, Valuation, Fixed Income, Hedge Funds, Investment Banking, Investments, Capital Markets
Education
University of Pennsylvania 1996 — 2000
Ronald Ruckenstein Ronald Ruckenstein's J.P. Morgan Experience January 1986 - January 1989
Job Project Management professional ron.ruckenstein@gmail.com
Industry Information Technology and Services
Experience
TD September 2012 - Present
Specialized Engineering Solutions September 2009 - June 2012
HP Enterprise Services April 2005 - November 2008
Towers Watson April 1998 - April 2005
Wells Fargo January 1989 - April 1998
J.P. Morgan January 1986 - January 1989
Skills
Project Planning, Risk Management, PMP, PMO, Scope Management, Project Delivery, Project Server, PMI, Project Plans, Applications..., Team Leader & Coaching, SDLC Expert, IT Apps, Servers &..., CPM, PERT, PM Tools,..., Client/Vendor..., PMBOK Method, PMI..., Technology, Financial,..., Web, IVR, HRIS, Legacy,..., SDLC, Software Documentation, Cross-functional Team..., Project Management, Program Management, Vendor Management, SharePoint, Data Center, Leadership, MS Project
Education
University of Pennsylvania 2007 — 2013
Master's of Science, Organizational Management, A
Project Management Institute 2007 — 2008
Certifications, Project Management and MS Project, Completed PMI Track
BA, Business Administration, Eastern University, Saint David’s, PA 1993 — 1995
BA, Business Administration, Managment, Graduated
TD September 2012 - Present
Specialized Engineering Solutions September 2009 - June 2012
HP Enterprise Services April 2005 - November 2008
Towers Watson April 1998 - April 2005
Wells Fargo January 1989 - April 1998
J.P. Morgan January 1986 - January 1989
Skills
Project Planning, Risk Management, PMP, PMO, Scope Management, Project Delivery, Project Server, PMI, Project Plans, Applications..., Team Leader & Coaching, SDLC Expert, IT Apps, Servers &..., CPM, PERT, PM Tools,..., Client/Vendor..., PMBOK Method, PMI..., Technology, Financial,..., Web, IVR, HRIS, Legacy,..., SDLC, Software Documentation, Cross-functional Team..., Project Management, Program Management, Vendor Management, SharePoint, Data Center, Leadership, MS Project
Education
University of Pennsylvania 2007 — 2013
Master's of Science, Organizational Management, A
Project Management Institute 2007 — 2008
Certifications, Project Management and MS Project, Completed PMI Track
BA, Business Administration, Eastern University, Saint David’s, PA 1993 — 1995
BA, Business Administration, Managment, Graduated
Harris Brody Harris Brody's J.P. Morgan Experience June 2010 - March 2013
Job Blue Fog Capital LLC
Industry Venture Capital & Private Equity
Experience
Blue Fog Capital LLC March 2013 - Present
J.P. Morgan June 2010 - March 2013
Prudential Real Estate Investors February 2005 - June 2008
The Clorox Company August 2002 - February 2005
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Management
University of Pennsylvania 1998 — 2002
BA, Sociology
Blue Fog Capital LLC March 2013 - Present
J.P. Morgan June 2010 - March 2013
Prudential Real Estate Investors February 2005 - June 2008
The Clorox Company August 2002 - February 2005
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance and Management
University of Pennsylvania 1998 — 2002
BA, Sociology
Drew Schwartz Drew Schwartz's J.P. Morgan Experience May 2012 - August 2012
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
University of Pennsylvania Critical Writing Center January 2011 - January 2014
Goldman Sachs June 2013 - August 2013
J.P. Morgan May 2012 - August 2012
Camp Laurel June 2011 - August 2011
Skills
Excel, PowerPoint, Photoshop, Economics, Financial Modeling
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts, Economics, Minor in History
The Hackley School 2006 — 2010
Goldman Sachs July 2014 - Present
University of Pennsylvania Critical Writing Center January 2011 - January 2014
Goldman Sachs June 2013 - August 2013
J.P. Morgan May 2012 - August 2012
Camp Laurel June 2011 - August 2011
Skills
Excel, PowerPoint, Photoshop, Economics, Financial Modeling
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts, Economics, Minor in History
The Hackley School 2006 — 2010
Christopher J. Khouri, CFA Christopher J. Khouri, CFA's J.P. Morgan Experience July 2013 - Present
Job Associate, Diversified Industries J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Silver Point Capital August 2008 - July 2011
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Finance, Financial Instruments and Markets, Law and Business
University of Pennsylvania 2004 — 2008
BA, International Relations
J.P. Morgan July 2013 - Present
Silver Point Capital August 2008 - July 2011
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Finance, Financial Instruments and Markets, Law and Business
University of Pennsylvania 2004 — 2008
BA, International Relations
Michael W Blain's J.P. Morgan Experience April 1994 - April 2007
Job Senior Vice President and Senior Trust Officer at BBVA Compass
Industry Banking
Experience
BBVA Compass June 2014 - Present
U.S. Trust October 2007 - June 2014
J.P. Morgan April 1994 - April 2007
Skills
Mutual Funds, Investments, Asset Managment, Portfolio Management, Wealth Management, Banking, Retirement Planning, Investment Advisory, Private Banking, High Net Worth..., Trust Services, IRAs, Wealth Management..., Asset Management, Trusts, Insurance, Investment Management, Asset Allocation, Risk Management, Strategic Financial..., Estate Planning, Securities, Financial Services, Loans, Credit, Series 63, Management, Financial Planning, Mortgage Lending
Education
University of Oklahoma
BBVA Compass June 2014 - Present
U.S. Trust October 2007 - June 2014
J.P. Morgan April 1994 - April 2007
Skills
Mutual Funds, Investments, Asset Managment, Portfolio Management, Wealth Management, Banking, Retirement Planning, Investment Advisory, Private Banking, High Net Worth..., Trust Services, IRAs, Wealth Management..., Asset Management, Trusts, Insurance, Investment Management, Asset Allocation, Risk Management, Strategic Financial..., Estate Planning, Securities, Financial Services, Loans, Credit, Series 63, Management, Financial Planning, Mortgage Lending
Education
University of Oklahoma
Sandy Oh Sandy Oh's J.P. Morgan Experience February 1994 - June 1996
Job Entrepreneur & Mentor
Industry Professional Training & Coaching
Experience
Terrific Mentors International February 2012 - Present
Terrific Mentors International February 2012 - March 2015
15 Minutes May 2009 - December 2012
Jefferies April 2010 - May 2012
HSBC Singapore June 2004 - May 2009
Dresdner Bank Singapore June 2002 - May 2004
ING March 2001 - April 2002
HSBC July 1996 - April 2000
J.P. Morgan February 1994 - June 1996
Skills
Entrepreneurship, Investments, Investment Banking, Emerging Markets, Start-ups, Financial Markets, Hedge Funds, Building Relationships, Business Networking, Strategic Thinking, Sales, Mentoring, Team Leadership, Capital Markets, Fixed Income, Engaging Public Speaker, Writing, Coaching & Mentoring, Management, Strategy, Business Strategy, Leadership
Education
University of Chicago 2008 — 2010
Master of Business Administration (MBA)
University of Oxford 1990 — 1993
BA Honours, Politics, Philosophy & Economics
Terrific Mentors International February 2012 - Present
Terrific Mentors International February 2012 - March 2015
15 Minutes May 2009 - December 2012
Jefferies April 2010 - May 2012
HSBC Singapore June 2004 - May 2009
Dresdner Bank Singapore June 2002 - May 2004
ING March 2001 - April 2002
HSBC July 1996 - April 2000
J.P. Morgan February 1994 - June 1996
Skills
Entrepreneurship, Investments, Investment Banking, Emerging Markets, Start-ups, Financial Markets, Hedge Funds, Building Relationships, Business Networking, Strategic Thinking, Sales, Mentoring, Team Leadership, Capital Markets, Fixed Income, Engaging Public Speaker, Writing, Coaching & Mentoring, Management, Strategy, Business Strategy, Leadership
Education
University of Chicago 2008 — 2010
Master of Business Administration (MBA)
University of Oxford 1990 — 1993
BA Honours, Politics, Philosophy & Economics
Allan Zhang Allan Zhang's J.P. Morgan Experience September 2010 - November 2013
Job Building education technologies.
Industry Internet
Experience
Echelon Creative April 2014 - Present
J.P. Morgan September 2010 - November 2013
J.P. Morgan June 2009 - August 2009
Skills
Ruby on Rails, iOS development, Parse API, Objective-C, User Experience Design, User Interface Design, iOS
Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts (BA), Music
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance
Echelon Creative April 2014 - Present
J.P. Morgan September 2010 - November 2013
J.P. Morgan June 2009 - August 2009
Skills
Ruby on Rails, iOS development, Parse API, Objective-C, User Experience Design, User Interface Design, iOS
Education
University of Pennsylvania 2006 — 2010
Bachelor of Arts (BA), Music
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Finance
Abhiraj Modi Abhiraj Modi's J.P. Morgan Experience June 2010 - August 2010
Job Associate at Centerbridge Partners
Industry Financial Services
Experience
Centerbridge Partners July 2013 - Present
The Blackstone Group July 2011 - June 2013
J.P. Morgan June 2010 - August 2010
MentorTech Ventures May 2009 - July 2009
Horsesmouth, LLC July 2008 - August 2008
Dorland Global Public Relations May 2008 - July 2008
Ultrasound Elasticity and Imaging Laboratory, Columbia University June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BSE, Finance, Management
University of Pennsylvania 2007 — 2011
BAS, Biomedical Science
Centerbridge Partners July 2013 - Present
The Blackstone Group July 2011 - June 2013
J.P. Morgan June 2010 - August 2010
MentorTech Ventures May 2009 - July 2009
Horsesmouth, LLC July 2008 - August 2008
Dorland Global Public Relations May 2008 - July 2008
Ultrasound Elasticity and Imaging Laboratory, Columbia University June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BSE, Finance, Management
University of Pennsylvania 2007 — 2011
BAS, Biomedical Science
Anant Shukla's J.P. Morgan Experience June 2011 - August 2011
Job Strategy and Business Development Manager at Google
Industry Management Consulting
Experience
Google June 2015 - Present
Booz & Company September 2012 - May 2015
Tim Kaine for United States Senate May 2012 - July 2012
Wharton Business and Public Policy and Management Departments September 2009 - May 2012
J.P. Morgan June 2011 - August 2011
Four-S Services Pvt. Ltd., Mumbai, India 2009 - 2010
Skills
Economics, Financial Modeling, Data Analysis, Management Consulting, Private Equity, Investment Banking, Financial Analysis, Business Strategy, Emerging Markets, Valuation, Due Diligence, Corporate Finance, Strategy, Strategic Consulting
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Bachelor of Science in Economics, Concentration: Finance
University of Pennsylvania 2009 — 2012
Bachelor of Arts (BA), International Relations
Maggie L. Walker Governor's School
Google June 2015 - Present
Booz & Company September 2012 - May 2015
Tim Kaine for United States Senate May 2012 - July 2012
Wharton Business and Public Policy and Management Departments September 2009 - May 2012
J.P. Morgan June 2011 - August 2011
Four-S Services Pvt. Ltd., Mumbai, India 2009 - 2010
Skills
Economics, Financial Modeling, Data Analysis, Management Consulting, Private Equity, Investment Banking, Financial Analysis, Business Strategy, Emerging Markets, Valuation, Due Diligence, Corporate Finance, Strategy, Strategic Consulting
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Bachelor of Science in Economics, Concentration: Finance
University of Pennsylvania 2009 — 2012
Bachelor of Arts (BA), International Relations
Maggie L. Walker Governor's School
Thurstan Bannister Thurstan Bannister's J.P. Morgan Experience September 1982 - March 1998
Job Client Relations at Alphadyne Asset Management
Industry Financial Services
Experience
Alphadyne Asset Management July 2011 - Present
Atrevida Partners, LLC May 2008 - June 2011
Sakonnet Technology November 1999 - April 2008
J.P. Morgan September 1982 - March 1998
Education
University of Oxford 1979 — 1982
MA, Politics, Philosophy and Economics
St Pauls School 1973 — 1978
Alphadyne Asset Management July 2011 - Present
Atrevida Partners, LLC May 2008 - June 2011
Sakonnet Technology November 1999 - April 2008
J.P. Morgan September 1982 - March 1998
Education
University of Oxford 1979 — 1982
MA, Politics, Philosophy and Economics
St Pauls School 1973 — 1978
Stan Vukmer Stan Vukmer's J.P. Morgan Experience January 1997 - October 1999
Job Partner at Rockit Online
Industry E-Learning
Experience
Rockit Online January 2014 - Present
Golden Path Academics January 2012 - Present
Indochina Capital January 2006 - June 2009
Five Mile Capital January 2003 - April 2005
Spyglass Capital February 2002 - November 2003
Societe Generale January 2001 - November 2002
J.P. Morgan January 1997 - October 1999
Skills
Trading, Management, Financial Modeling, Investments, Business Strategy, Valuation, Equities, Capital Markets, Private Equity, Emerging Markets
Education
Oxford University
Yale University
Rockit Online January 2014 - Present
Golden Path Academics January 2012 - Present
Indochina Capital January 2006 - June 2009
Five Mile Capital January 2003 - April 2005
Spyglass Capital February 2002 - November 2003
Societe Generale January 2001 - November 2002
J.P. Morgan January 1997 - October 1999
Skills
Trading, Management, Financial Modeling, Investments, Business Strategy, Valuation, Equities, Capital Markets, Private Equity, Emerging Markets
Education
Oxford University
Yale University
Bryce Page Bryce Page's J.P. Morgan Experience January 2008 - September 2011
Job Director of Refined Products, NGLs, Olefins and Polymers Trading at Barclays
Industry Oil & Energy
Experience
Barclays June 2014 - Present
Barclays September 2011 - June 2014
J.P. Morgan January 2008 - September 2011
Merrill Lynch November 2005 - December 2007
ConocoPhillips January 2001 - November 2005
Education
University of Oklahoma - Price College of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Barclays June 2014 - Present
Barclays September 2011 - June 2014
J.P. Morgan January 2008 - September 2011
Merrill Lynch November 2005 - December 2007
ConocoPhillips January 2001 - November 2005
Education
University of Oklahoma - Price College of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Maddie Kinzie Maddie Kinzie's J.P. Morgan Experience May 2013 - August 2013
Job University of Oklahoma, Finance & International Business
Industry Financial Services
Experience
University of Oklahoma,Price College of Business, Alumni and Development Office August 2011 - Present
J.P. Morgan May 2013 - August 2013
Williams Company May 2012 - July 2012
Skills
Teamwork, Data Analysis, Leadership, Customer Service, Communication, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Finance, Microsoft Excel
Education
University of Oklahoma - Price College of Business 2009 — 2014
Bachelor of Business Administration (BBA), International Business and Finance
Cascia Hall Prep. 2002 — 2009
University of Oklahoma,Price College of Business, Alumni and Development Office August 2011 - Present
J.P. Morgan May 2013 - August 2013
Williams Company May 2012 - July 2012
Skills
Teamwork, Data Analysis, Leadership, Customer Service, Communication, Microsoft Office, PowerPoint, Microsoft Word, Research, Public Speaking, Finance, Microsoft Excel
Education
University of Oklahoma - Price College of Business 2009 — 2014
Bachelor of Business Administration (BBA), International Business and Finance
Cascia Hall Prep. 2002 — 2009
Emily Kurtz's J.P. Morgan Experience June 2015 - July 2015
Job Sales and Trading Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2015 - July 2015
University of Pennsylvania September 2014 - May 2015
Bank of America June 2014 - August 2014
University of Pennsylvania January 2014 - May 2014
Philadelphia Bar Foundation May 2013 - August 2013
Dujour Restaurant June 2012 - July 2012
Drexel University Medical Center June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Analytical Skills, Social Media, Public Speaking, Basel III, Financial Analysis, Financial Regulation
Education
University of Pennsylvania 2012 — 2016
Bachelor of Science in Engineering, Systems Science and Engineering, Sophomore
William Penn Charter School 2008 — 2012
High School
J.P. Morgan June 2015 - July 2015
University of Pennsylvania September 2014 - May 2015
Bank of America June 2014 - August 2014
University of Pennsylvania January 2014 - May 2014
Philadelphia Bar Foundation May 2013 - August 2013
Dujour Restaurant June 2012 - July 2012
Drexel University Medical Center June 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Analytical Skills, Social Media, Public Speaking, Basel III, Financial Analysis, Financial Regulation
Education
University of Pennsylvania 2012 — 2016
Bachelor of Science in Engineering, Systems Science and Engineering, Sophomore
William Penn Charter School 2008 — 2012
High School
Nicholas Henderson's J.P. Morgan Experience January 2015 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan August 2014 - December 2014
J.P. Morgan July 2012 - August 2014
International Relations Department at the University of Pennsylvania September 2009 - May 2012
J.P. Morgan June 2011 - August 2011
Dormitory Authority State of NY June 2010 - August 2010
LEAD Business Program - Wharton School of Business June 2009 - July 2009
Skills
Asset Management, Mutual Funds, Project Management, Finance, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Treasury Services, Commodity Products, Research, Social Media
Education
University of Pennsylvania 2008 — 2012
St Xavier
University of Pennsylvania
Bachelor's degree, International Relations and Affairs
J.P. Morgan January 2015 - Present
J.P. Morgan August 2014 - December 2014
J.P. Morgan July 2012 - August 2014
International Relations Department at the University of Pennsylvania September 2009 - May 2012
J.P. Morgan June 2011 - August 2011
Dormitory Authority State of NY June 2010 - August 2010
LEAD Business Program - Wharton School of Business June 2009 - July 2009
Skills
Asset Management, Mutual Funds, Project Management, Finance, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Treasury Services, Commodity Products, Research, Social Media
Education
University of Pennsylvania 2008 — 2012
St Xavier
University of Pennsylvania
Bachelor's degree, International Relations and Affairs
Michael Hyland Michael Hyland's J.P. Morgan Experience June 1989 - September 1992
Job Global Markets | Market Risk Management
Industry Financial Services
Experience
Stonewyck Investments LLC March 2011 - Present
BNY Mellon January 2008 - March 2010
BNY Mellon January 2007 - December 2007
Susquehanna Investment Group/Bank Of New York Derivatives Joint Venture July 1996 - December 2006
Bank of New York July 1993 - June 1996
J.P. Morgan June 1989 - September 1992
Skills
Derivatives, Fixed Income, Trading, Options, Equities, Swaps, Credit Risk, Financial Risk, Interest Rate Swaps, Rates, FX Derivatives, Interest Rate..., Structured Products, Volatility, Alternative Investments, Electronic Trading, Bloomberg, Hedging, Hedge Funds, Investment Banking, Capital Markets, Quantitative Finance, Market Risk, Bonds, Securities, Proprietary Trading, Risk Management, Equity Derivatives, Valuation, Management, FX Options, Credit Derivatives, Financial Modeling, Trading Systems, Portfolio Management, Commodity, Back Office, Investments, Money Market, Interest Rate Risk..., Equity Trading, Investment Strategies, Counterparty Risk, Financial Markets, Banking, Finance, Asset Allocation, ETFs, Asset Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
University of Pennsylvania 1986 — 1989
BA, Computer Mathematics
Stonewyck Investments LLC March 2011 - Present
BNY Mellon January 2008 - March 2010
BNY Mellon January 2007 - December 2007
Susquehanna Investment Group/Bank Of New York Derivatives Joint Venture July 1996 - December 2006
Bank of New York July 1993 - June 1996
J.P. Morgan June 1989 - September 1992
Skills
Derivatives, Fixed Income, Trading, Options, Equities, Swaps, Credit Risk, Financial Risk, Interest Rate Swaps, Rates, FX Derivatives, Interest Rate..., Structured Products, Volatility, Alternative Investments, Electronic Trading, Bloomberg, Hedging, Hedge Funds, Investment Banking, Capital Markets, Quantitative Finance, Market Risk, Bonds, Securities, Proprietary Trading, Risk Management, Equity Derivatives, Valuation, Management, FX Options, Credit Derivatives, Financial Modeling, Trading Systems, Portfolio Management, Commodity, Back Office, Investments, Money Market, Interest Rate Risk..., Equity Trading, Investment Strategies, Counterparty Risk, Financial Markets, Banking, Finance, Asset Allocation, ETFs, Asset Management
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
University of Pennsylvania 1986 — 1989
BA, Computer Mathematics
Eric Prengel's J.P. Morgan Experience May 2014 - Present
Job Vice President, Technology Investment Banking at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2014 - Present
Deutsche Bank Securities February 2013 - April 2014
Deutsche Bank Securities July 2010 - February 2013
Thomas Weisel Partners July 2009 - May 2010
Thomas Weisel Partners August 2007 - June 2009
Stern Stewart & Co. January 2005 - July 2007
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts, Economics
Hunter College High School 1993 — 1999
J.P. Morgan May 2014 - Present
Deutsche Bank Securities February 2013 - April 2014
Deutsche Bank Securities July 2010 - February 2013
Thomas Weisel Partners July 2009 - May 2010
Thomas Weisel Partners August 2007 - June 2009
Stern Stewart & Co. January 2005 - July 2007
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts, Economics
Hunter College High School 1993 — 1999
Damon Magnes Vigiano, CFA Damon Magnes Vigiano, CFA's J.P. Morgan Experience February 2015 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
UBS Financial Services August 2004 - April 2014
Consultiva Internacional, Inc. 2001 - 2004
UAS Asset Management 1996 - 2001
Economatica 1993 - 1996
Iberagentes/Credit Lyonnais Securities 1992 - 1993
IDD Information Services/Extel Financial 1987 - 1992
Skills
Fluent Spanish, Portfolio Management, Alternative Investments, Investments, Equities, Equity Research, Asset Management, Series 7, Investment Strategies, Wealth Management, Investment Advisory, Financial Services, Due Diligence, Strategy, Analytics, Competitive Analysis, Series 63, Asset Allocation, Valuation, Mutual Funds, Investment Management, Equity Valuation, Hedge Funds, Securities, Fixed Income, Financial Analysis, Bloomberg, Capital Markets, Investment Banking, Derivatives, Financial Modeling, Asset Managment
Education
University of Pennsylvania
BS, Economics
J.P. Morgan February 2015 - Present
UBS Financial Services August 2004 - April 2014
Consultiva Internacional, Inc. 2001 - 2004
UAS Asset Management 1996 - 2001
Economatica 1993 - 1996
Iberagentes/Credit Lyonnais Securities 1992 - 1993
IDD Information Services/Extel Financial 1987 - 1992
Skills
Fluent Spanish, Portfolio Management, Alternative Investments, Investments, Equities, Equity Research, Asset Management, Series 7, Investment Strategies, Wealth Management, Investment Advisory, Financial Services, Due Diligence, Strategy, Analytics, Competitive Analysis, Series 63, Asset Allocation, Valuation, Mutual Funds, Investment Management, Equity Valuation, Hedge Funds, Securities, Fixed Income, Financial Analysis, Bloomberg, Capital Markets, Investment Banking, Derivatives, Financial Modeling, Asset Managment
Education
University of Pennsylvania
BS, Economics
Michael Langston Michael Langston's J.P. Morgan Experience April 2012 - December 2013
Job Commercial Client Service Specialist
Industry Financial Services
Experience
Bank of Texas November 2013 - Present
J.P. Morgan April 2012 - December 2013
JPMorgan Chase February 2011 - January 2013
JPMorgan Chase April 2008 - February 2012
Skills
Series 6, Series 63
Education
University of Oklahoma 1998 — 2003
Bachelor of Science (B.S.), Public Administration
Ardmore High School 1994 — 1998
Bank of Texas November 2013 - Present
J.P. Morgan April 2012 - December 2013
JPMorgan Chase February 2011 - January 2013
JPMorgan Chase April 2008 - February 2012
Skills
Series 6, Series 63
Education
University of Oklahoma 1998 — 2003
Bachelor of Science (B.S.), Public Administration
Ardmore High School 1994 — 1998
Chris Stallings Chris Stallings's J.P. Morgan Experience September 2003 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
J.P. Morgan September 2003 - Present
Bank of Guam October 1999 - October 2002
J.P. Morgan September 1994 - September 1999
J.P. Morgan September 1992 - September 1994
J.P. Morgan September 1990 - September 1992
Skills
Capital Markets, Fixed Income, Portfolio Management, Derivatives, Asset Management, Estate Planning, Investment Management, Wealth Management, Equities
Education
University of Oklahoma 1985 — 1989
BA
J.P. Morgan September 2003 - Present
Bank of Guam October 1999 - October 2002
J.P. Morgan September 1994 - September 1999
J.P. Morgan September 1992 - September 1994
J.P. Morgan September 1990 - September 1992
Skills
Capital Markets, Fixed Income, Portfolio Management, Derivatives, Asset Management, Estate Planning, Investment Management, Wealth Management, Equities
Education
University of Oklahoma 1985 — 1989
BA
Azeem H. Gopalani's J.P. Morgan Experience October 2013 - Present
Job Client Service Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan October 2013 - Present
Bank of America September 2012 - October 2013
TD Bank Group November 2011 - September 2012
REI June 2008 - October 2011
Skills
Sales, Banking, Loans, Customer Service, Teamwork, Business Writing, CRM, Time Management, Sales Management, Business Analysis, Finance
Education
Villanova University 2010 — 2013
Master of Arts (M.A.), Classics and Classical Languages, Literatures, and Linguistics
University of Pennsylvania 2009 — 2010
Postbaccalaureate, Classics and Classical Languages, Literatures, and Linguistics
University of Maryland College Park 2004 — 2009
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
J.P. Morgan October 2013 - Present
Bank of America September 2012 - October 2013
TD Bank Group November 2011 - September 2012
REI June 2008 - October 2011
Skills
Sales, Banking, Loans, Customer Service, Teamwork, Business Writing, CRM, Time Management, Sales Management, Business Analysis, Finance
Education
Villanova University 2010 — 2013
Master of Arts (M.A.), Classics and Classical Languages, Literatures, and Linguistics
University of Pennsylvania 2009 — 2010
Postbaccalaureate, Classics and Classical Languages, Literatures, and Linguistics
University of Maryland College Park 2004 — 2009
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
Stefan Long, CPA Stefan Long, CPA's J.P. Morgan Experience December 2013 - Present
Job Associate Product Controller at J.P. Morgan
Industry Banking
Experience
J.P. Morgan December 2013 - Present
Perkins & Co August 2011 - December 2013
Lumber Products October 2010 - August 2011
River Point Farms June 2010 - September 2010
COUNTRY Financial June 2009 - September 2009
Walgreens Co June 2008 - September 2008
Skills
Financial Reporting, Accounting, Auditing, General Ledger, Financial Statements, Fixed Assets, Analysis, Journal Entries, Financial Audits, CPA
Education
University of Oregon 2007 — 2010
Bachelor of Science, Accounting
J.P. Morgan December 2013 - Present
Perkins & Co August 2011 - December 2013
Lumber Products October 2010 - August 2011
River Point Farms June 2010 - September 2010
COUNTRY Financial June 2009 - September 2009
Walgreens Co June 2008 - September 2008
Skills
Financial Reporting, Accounting, Auditing, General Ledger, Financial Statements, Fixed Assets, Analysis, Journal Entries, Financial Audits, CPA
Education
University of Oregon 2007 — 2010
Bachelor of Science, Accounting
Brendan Tsai's J.P. Morgan Experience June 2015 - August 2015
Job Student at the Wharton School, University of Pennsylvania
Industry Higher Education
Experience
The Wharton School August 2012 - Present
J.P. Morgan June 2015 - August 2015
Barclays June 2014 - August 2014
Spencer Barnor Capital LLC May 2013 - August 2013
Skills
Java, Microsoft Excel, Financial Modeling, JavaScript, CSS, HTML
Education
University of Pennsylvania
The Wharton School August 2012 - Present
J.P. Morgan June 2015 - August 2015
Barclays June 2014 - August 2014
Spencer Barnor Capital LLC May 2013 - August 2013
Skills
Java, Microsoft Excel, Financial Modeling, JavaScript, CSS, HTML
Education
University of Pennsylvania
Stephanie S. Simon Stephanie S. Simon's J.P. Morgan Experience April 2010 - December 2014
Job Beats by Dr. Dre
Industry Consumer Electronics
Experience
Beats by Dr. Dre April 2015 - Present
J.P. Morgan April 2010 - December 2014
Morris, Manning & Martin, LLP May 2009 - April 2010
Troutman Sanders September 2006 - April 2009
Education
University of Oklahoma College of Law 2003 — 2006
Doctor of Law (J.D.)
University of Oklahoma 1999 — 2003
B.A., Political Science
Beats by Dr. Dre April 2015 - Present
J.P. Morgan April 2010 - December 2014
Morris, Manning & Martin, LLP May 2009 - April 2010
Troutman Sanders September 2006 - April 2009
Education
University of Oklahoma College of Law 2003 — 2006
Doctor of Law (J.D.)
University of Oklahoma 1999 — 2003
B.A., Political Science
Carina Namih Carina Namih's J.P. Morgan Experience 2009 - 2009
Job Entrepreneur and Consultant
Industry Venture Capital & Private Equity
Experience
HelixNano 2013 - Present
Various 2013 - Present
Singularity University July 2013 - September 2013
BlueOak Resources 2012 - 2013
Goldman Sachs 2010 - 2012
J.P. Morgan 2009 - 2009
Skills
Strategy, Start-ups, Entrepreneurship, Business Strategy, Management Consulting, Consulting, Economics, Corporate Development, Fundraising, Venture Capital, Business Development, Data Analysis, Mergers & Acquisitions, Alternative Investments, Equity Valuation, Investments, Energy, Investment Banking, Capital Markets, Management
Education
University of Oxford
Economics, Politics and Philosophy (PPE)
HelixNano 2013 - Present
Various 2013 - Present
Singularity University July 2013 - September 2013
BlueOak Resources 2012 - 2013
Goldman Sachs 2010 - 2012
J.P. Morgan 2009 - 2009
Skills
Strategy, Start-ups, Entrepreneurship, Business Strategy, Management Consulting, Consulting, Economics, Corporate Development, Fundraising, Venture Capital, Business Development, Data Analysis, Mergers & Acquisitions, Alternative Investments, Equity Valuation, Investments, Energy, Investment Banking, Capital Markets, Management
Education
University of Oxford
Economics, Politics and Philosophy (PPE)
Amanda Donovan Amanda Donovan's J.P. Morgan Experience June 2011 - September 2014
Job Director, OnBrand InHouse Creative Services at American Express
Industry Design
Experience
American Express September 2014 - Present
J.P. Morgan June 2011 - September 2014
CEB January 2005 - December 2010
Education
University of Oregon
Master's, Magazine Journalism
Western Washington University
Bachelor's, Psychology
American Express September 2014 - Present
J.P. Morgan June 2011 - September 2014
CEB January 2005 - December 2010
Education
University of Oregon
Master's, Magazine Journalism
Western Washington University
Bachelor's, Psychology
Seth Carter Seth Carter's J.P. Morgan Experience May 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2015 - Present
Consultant / Independent October 2014 - February 2015
Devon Energy May 2013 - August 2014
Newfield Exploration May 2012 - August 2012
Windsor Energy Group LLC February 2011 - September 2011
Kanakuk Kamps May 2011 - July 2011
Skills
Leadership, Spanish, International Business, Entrepreneurship, Business Strategy, Intercultural..., Finance, Energy Industry, Microsoft Office, Communication, Public Speaking, Project Management, Market Research
Education
University of Valencia 2014 — 2014
University of Oklahoma 2010 — 2014
Bachelor of Business Administration (BBA), Energy Management, International Business, 3.9
J.P. Morgan May 2015 - Present
Consultant / Independent October 2014 - February 2015
Devon Energy May 2013 - August 2014
Newfield Exploration May 2012 - August 2012
Windsor Energy Group LLC February 2011 - September 2011
Kanakuk Kamps May 2011 - July 2011
Skills
Leadership, Spanish, International Business, Entrepreneurship, Business Strategy, Intercultural..., Finance, Energy Industry, Microsoft Office, Communication, Public Speaking, Project Management, Market Research
Education
University of Valencia 2014 — 2014
University of Oklahoma 2010 — 2014
Bachelor of Business Administration (BBA), Energy Management, International Business, 3.9
Chap Michie's J.P. Morgan Experience June 2015 - Present
Job Private Bank Analyst at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Virginia Military May 2013 - May 2015
NASA Ames Research Center June 2014 - August 2014
Skills
Applied Mathematics, Matlab, Databases, Research, Mathematical Modeling, Data Mining, Machine Learning, Human Computer..., Sustainability, Stock Trading, Public Speaking, Team Leadership, Economics, Data Analysis, Statistical Data..., Investments, Leadership, Time Management
Education
Virginia Military Institute 2011 — 2015
Bachelor of Science (B.S.), Applied Mathematics, Economics
University of Oxford 2013 — 2013
J.P. Morgan June 2015 - Present
Virginia Military May 2013 - May 2015
NASA Ames Research Center June 2014 - August 2014
Skills
Applied Mathematics, Matlab, Databases, Research, Mathematical Modeling, Data Mining, Machine Learning, Human Computer..., Sustainability, Stock Trading, Public Speaking, Team Leadership, Economics, Data Analysis, Statistical Data..., Investments, Leadership, Time Management
Education
Virginia Military Institute 2011 — 2015
Bachelor of Science (B.S.), Applied Mathematics, Economics
University of Oxford 2013 — 2013
Charley Ma Charley Ma's J.P. Morgan Experience 2011 - 2014
Job Growth at Plaid
Industry Internet
Jo (Shihui) Wang's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2015 - Present
Wharton Small Business Development Center March 2014 - Present
Deloitte July 2014 - August 2014
China Investment Securities June 2014 - July 2014
Freeman's Auction October 2013 - December 2013
Skills
Foreign Languages, Consecutive..., Auction Management, Art History, Photography, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Creative Writing, Editing
Education
University of Pennsylvania 2012 — 2016
Dual Degree Program with College of Arts and Sciences and the Wharton School, B.S. in Economics; B.A. in Art History.
University of Pennsylvania - The Wharton School 2012 — 2016
The Loomis Chaffee School 2010 — 2012
Shanghai Foreign Language School
J.P. Morgan June 2015 - Present
Wharton Small Business Development Center March 2014 - Present
Deloitte July 2014 - August 2014
China Investment Securities June 2014 - July 2014
Freeman's Auction October 2013 - December 2013
Skills
Foreign Languages, Consecutive..., Auction Management, Art History, Photography, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Creative Writing, Editing
Education
University of Pennsylvania 2012 — 2016
Dual Degree Program with College of Arts and Sciences and the Wharton School, B.S. in Economics; B.A. in Art History.
University of Pennsylvania - The Wharton School 2012 — 2016
The Loomis Chaffee School 2010 — 2012
Shanghai Foreign Language School
Julius Shen Julius Shen's J.P. Morgan Experience July 2015 - Present
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
The Center for the Creation of Economic Wealth (CCEW) August 2014 - December 2014
J.P. Morgan May 2014 - August 2014
Student Investment Fund at Price College of Business January 2014 - May 2014
The Center for the Creation of Economic Wealth (CCEW) December 2013 - May 2014
University of Oklahoma University College Freshman Program August 2012 - May 2014
The Center for the Creation of Economic Wealth (CCEW) May 2013 - December 2013
Sooner Portfolio Company - Price College of Business Integrated Business Core August 2012 - December 2012
Skills
Leadership, Microsoft Office, PowerPoint, Strategic Thinking, Networking, Research, Time Management, Financial Analysis
Education
University of Oklahoma - Price College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.)
J.P. Morgan July 2015 - Present
The Center for the Creation of Economic Wealth (CCEW) August 2014 - December 2014
J.P. Morgan May 2014 - August 2014
Student Investment Fund at Price College of Business January 2014 - May 2014
The Center for the Creation of Economic Wealth (CCEW) December 2013 - May 2014
University of Oklahoma University College Freshman Program August 2012 - May 2014
The Center for the Creation of Economic Wealth (CCEW) May 2013 - December 2013
Sooner Portfolio Company - Price College of Business Integrated Business Core August 2012 - December 2012
Skills
Leadership, Microsoft Office, PowerPoint, Strategic Thinking, Networking, Research, Time Management, Financial Analysis
Education
University of Oklahoma - Price College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Aditya Humad's J.P. Morgan Experience June 2007 - June 2009
Job CoFounder and CFO at KICVentures
Industry Venture Capital & Private Equity
Experience
SenseDriver Technologies November 2013 - Present
Axiomed LLC November 2014 - Present
KICVentures July 2009 - Present
SpineFrontier, Inc. June 2014 - Present
SpineFrontier, Inc. July 2011 - June 2014
SpineFrontier, Inc. July 2010 - July 2011
SpineFrontier, Inc. July 2009 - July 2010
J.P. Morgan June 2007 - June 2009
Wharton Business School May 2005 - May 2007
J.P. Morgan May 2006 - August 2006
Skills
Financial Modeling, Valuation, Finance, Investments, Pricing, Corporate Development, Cross-functional Team..., Business Strategy, Medical Devices, Financial Analysis, Due Diligence, Negotiation, Start-ups, Data Analysis, Management Consulting, Strategy, Business Development, Strategic Planning, Strategic Partnerships, Entrepreneurship
Education
University of Pennsylvania 2003 — 2007
BAS, Biomedical Science, Math Minor
University of Pennsylvania - The Wharton School 2003 — 2007
BS Econ, Finance
SenseDriver Technologies November 2013 - Present
Axiomed LLC November 2014 - Present
KICVentures July 2009 - Present
SpineFrontier, Inc. June 2014 - Present
SpineFrontier, Inc. July 2011 - June 2014
SpineFrontier, Inc. July 2010 - July 2011
SpineFrontier, Inc. July 2009 - July 2010
J.P. Morgan June 2007 - June 2009
Wharton Business School May 2005 - May 2007
J.P. Morgan May 2006 - August 2006
Skills
Financial Modeling, Valuation, Finance, Investments, Pricing, Corporate Development, Cross-functional Team..., Business Strategy, Medical Devices, Financial Analysis, Due Diligence, Negotiation, Start-ups, Data Analysis, Management Consulting, Strategy, Business Development, Strategic Planning, Strategic Partnerships, Entrepreneurship
Education
University of Pennsylvania 2003 — 2007
BAS, Biomedical Science, Math Minor
University of Pennsylvania - The Wharton School 2003 — 2007
BS Econ, Finance
Siri Hinze Siri Hinze's J.P. Morgan Experience May 2015 - Present
Job Project Management Business Analyst Private Bank
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan July 2013 - May 2015
Bernstein Global Wealth Management July 2010 - July 2013
Bernstein Global Wealth Management July 2007 - July 2010
Hunting Energy Services May 2006 - August 2006
Skills
Series 7, Series 63, Asset Allocation, Asset Managment, Investments, Alternative Investments, Wealth Management, Financial Modeling, Valuation, Equities, Retirement Planning, Portfolio Management, Mutual Funds, High Net Worth...
Education
University of Oklahoma 2003 — 2007
BBA, Management
J.P. Morgan May 2015 - Present
J.P. Morgan July 2013 - May 2015
Bernstein Global Wealth Management July 2010 - July 2013
Bernstein Global Wealth Management July 2007 - July 2010
Hunting Energy Services May 2006 - August 2006
Skills
Series 7, Series 63, Asset Allocation, Asset Managment, Investments, Alternative Investments, Wealth Management, Financial Modeling, Valuation, Equities, Retirement Planning, Portfolio Management, Mutual Funds, High Net Worth...
Education
University of Oklahoma 2003 — 2007
BBA, Management
Will Bowersox Will Bowersox's J.P. Morgan Experience June 2010 - June 2012
Job Business Development at Orchard Platform
Industry Financial Services
Experience
Orchard Platform April 2015 - Present
WorkRecords June 2012 - April 2015
J.P. Morgan June 2010 - June 2012
Skills
Financial Modeling, Finance, Marketing Research, Mergers & Acquisitions, Investment Banking, Fixed Income, Valuation, Financial Analysis, Venture Capital, Due Diligence, Corporate Finance, Portfolio Management, Equities, Bloomberg, Investments, Economics
Education
University of Oklahoma - Price College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance & Entrepreneurship
Casady School 2002 — 2006
High School
Orchard Platform April 2015 - Present
WorkRecords June 2012 - April 2015
J.P. Morgan June 2010 - June 2012
Skills
Financial Modeling, Finance, Marketing Research, Mergers & Acquisitions, Investment Banking, Fixed Income, Valuation, Financial Analysis, Venture Capital, Due Diligence, Corporate Finance, Portfolio Management, Equities, Bloomberg, Investments, Economics
Education
University of Oklahoma - Price College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance & Entrepreneurship
Casady School 2002 — 2006
High School
Bryan Cam Bryan Cam's J.P. Morgan Experience June 2015 - Present
Job Student at University of Pennsylvania
Industry
Experience
J.P. Morgan June 2015 - Present
The Wharton School August 2014 - Present
Exelon June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Java, OCaml, Arduino, Databases, Leadership, Photoshop, HTML, Strategic Planning, Social Media, Team Leadership
Education
University of Pennsylvania 2015 — 2016
Masters, Systems Engineering
University of Pennsylvania 2011 — 2015
Engineering, Electrical Engineering
J.P. Morgan June 2015 - Present
The Wharton School August 2014 - Present
Exelon June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Java, OCaml, Arduino, Databases, Leadership, Photoshop, HTML, Strategic Planning, Social Media, Team Leadership
Education
University of Pennsylvania 2015 — 2016
Masters, Systems Engineering
University of Pennsylvania 2011 — 2015
Engineering, Electrical Engineering
Margaret Preuss's J.P. Morgan Experience June 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2014 - Present
University of Notre Dame August 2013 - May 2014
Rent Like a Champion January 2012 - May 2014
University of Notre Dame August 2010 - May 2014
J.P. Morgan June 2013 - August 2013
Notre Dame Investment Club August 2012 - December 2012
J.P. Morgan June 2012 - August 2012
Student International Business Council (SIBC) January 2012 - May 2012
University of Notre Dame August 2011 - May 2012
AmeriCorps June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Communication, Public Speaking, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BA, Finance and PPE (Philosophy, Politics, Economics)
Trinity School at Greenlawn 2004 — 2010
J.P. Morgan June 2014 - Present
University of Notre Dame August 2013 - May 2014
Rent Like a Champion January 2012 - May 2014
University of Notre Dame August 2010 - May 2014
J.P. Morgan June 2013 - August 2013
Notre Dame Investment Club August 2012 - December 2012
J.P. Morgan June 2012 - August 2012
Student International Business Council (SIBC) January 2012 - May 2012
University of Notre Dame August 2011 - May 2012
AmeriCorps June 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Communication, Public Speaking, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2010 — 2014
BA, Finance and PPE (Philosophy, Politics, Economics)
Trinity School at Greenlawn 2004 — 2010
Connie Lu Connie Lu's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Graphene Frontiers May 2013 - August 2013
Ditshwanelo May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Business Development, PowerPoint, Public Speaking
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Biology, Roy and Diana Vagelos Program of Life Sciences and Management, Biology
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics, Concentration in Finance and Operations Information Management
Adlai E. Stevenson High School 2007 — 2011
High School
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Graphene Frontiers May 2013 - August 2013
Ditshwanelo May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Business Development, PowerPoint, Public Speaking
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Biology, Roy and Diana Vagelos Program of Life Sciences and Management, Biology
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Economics, Concentration in Finance and Operations Information Management
Adlai E. Stevenson High School 2007 — 2011
High School
Jeffrey Moseley Jeffrey Moseley's J.P. Morgan Experience July 2013 - Present
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Startup Wekend OU February 2013 - February 2013
J.P. Morgan Chase May 2012 - August 2012
Center for the Creation of Economic Wealth January 2012 - May 2012
OU Athletic Ticket Office November 2009 - July 2010
Clear Channel April 2009 - May 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Research, Public Speaking, Financial Modeling, Social Media, Customer Service, Event Planning, Access, Investments, Analysis, Teamwork, Sales, Fundraising, Accounting, Economics, Data Entry, Business Planning, Leadership, Facebook, Networking, Twitter, Data Analysis, Banking, Entrepreneurship
Education
University of Oklahoma 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance Major, Chinese Minor
Yunnan University 2011 — 2011
Chinese Language and Literature
Holland Hall School
J.P. Morgan July 2013 - Present
Startup Wekend OU February 2013 - February 2013
J.P. Morgan Chase May 2012 - August 2012
Center for the Creation of Economic Wealth January 2012 - May 2012
OU Athletic Ticket Office November 2009 - July 2010
Clear Channel April 2009 - May 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Research, Public Speaking, Financial Modeling, Social Media, Customer Service, Event Planning, Access, Investments, Analysis, Teamwork, Sales, Fundraising, Accounting, Economics, Data Entry, Business Planning, Leadership, Facebook, Networking, Twitter, Data Analysis, Banking, Entrepreneurship
Education
University of Oklahoma 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance Major, Chinese Minor
Yunnan University 2011 — 2011
Chinese Language and Literature
Holland Hall School
Katherine Long's J.P. Morgan Experience 2010 - 2010
Job Founder and CEO at Illustria
Industry Design
Experience
Illustria February 2013 - Present
L Capital (Louis Vuitton Moët Hennessy) 2011 - 2011
CITIC Capital 2010 - 2010
J.P. Morgan 2010 - 2010
Education
The Wharton School, University of Pennsylvania
B.S., Economics (Management)
University of Pennsylvania
B.A., Philosophy
Phillips Exeter Academy
Illustria February 2013 - Present
L Capital (Louis Vuitton Moët Hennessy) 2011 - 2011
CITIC Capital 2010 - 2010
J.P. Morgan 2010 - 2010
Education
The Wharton School, University of Pennsylvania
B.S., Economics (Management)
University of Pennsylvania
B.A., Philosophy
Phillips Exeter Academy
Bob Fix, CRPC Bob Fix, CRPC's J.P. Morgan Experience July 2012 - February 2014
Job Vice President of Sales at CNL Securities Corp.
Industry Investment Management
Experience
CNL Securities Corp. February 2014 - Present
J.P. Morgan July 2012 - February 2014
DWS Investments August 2004 - July 2012
Phoenix Life Insurance Company 2000 - 2004
Nationwide Financial September 1998 - December 2000
Provident Life & Accident 1990 - 1995
Skills
Mutual Funds, Series 63, Series 7, Investments, Alternative Investments, Asset Allocation, Separately Managed..., Fixed Annuities, Asset Management, Strategic Financial..., Series 24, Retirement, Retirement Planning, 401k, FINRA, Investment Strategies, Uniform Combined State..., Series 65, Financial Advisory, Securities, Wealth Management, Wholesale, Estate Planning, Investment Advisory, Annuities, Wholesaling
Education
University of Oregon - Charles H. Lundquist College of Business
BS, Finance, General
CNL Securities Corp. February 2014 - Present
J.P. Morgan July 2012 - February 2014
DWS Investments August 2004 - July 2012
Phoenix Life Insurance Company 2000 - 2004
Nationwide Financial September 1998 - December 2000
Provident Life & Accident 1990 - 1995
Skills
Mutual Funds, Series 63, Series 7, Investments, Alternative Investments, Asset Allocation, Separately Managed..., Fixed Annuities, Asset Management, Strategic Financial..., Series 24, Retirement, Retirement Planning, 401k, FINRA, Investment Strategies, Uniform Combined State..., Series 65, Financial Advisory, Securities, Wealth Management, Wholesale, Estate Planning, Investment Advisory, Annuities, Wholesaling
Education
University of Oregon - Charles H. Lundquist College of Business
BS, Finance, General
Adrian Lechter Adrian Lechter's J.P. Morgan Experience June 2012 - August 2012
Job Derivatives Trader at Belvedere Trading, LLC
Industry Financial Services
Experience
Belvedere Trading, LLC September 2013 - Present
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
The Daily Pennsylvanian September 2009 - February 2010
Education
University of Pennsylvania 2009 — 2013
B.A.
Uschool
Belvedere Trading, LLC September 2013 - Present
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
The Daily Pennsylvanian September 2009 - February 2010
Education
University of Pennsylvania 2009 — 2013
B.A.
Uschool
Alejandra Garcia Alejandra Garcia's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst, Debt Capital Markets at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
BTG Pactual May 2013 - August 2013
Intercam Securities May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Financial Analysis, Financial Modeling, Analysis, Spanish, Access, Risk Management, Microsoft Word, Finance, Market Research, Business Analysis, Banking, Economics, Microsoft PowerPoint
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Systems Engineering, Minor in Mathematics and Engineering Entrepreneurship
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
BTG Pactual May 2013 - August 2013
Intercam Securities May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Financial Analysis, Financial Modeling, Analysis, Spanish, Access, Risk Management, Microsoft Word, Finance, Market Research, Business Analysis, Banking, Economics, Microsoft PowerPoint
Education
University of Pennsylvania 2011 — 2015
Bachelor of Science (BS), Systems Engineering, Minor in Mathematics and Engineering Entrepreneurship
Ariel Pérez Ariel Pérez's J.P. Morgan Experience January 2010 - February 2013
Job Senior Software Engineer at Birchbox
Industry Computer Software
Experience
Birchbox February 2013 - Present
Cultural Explosion, Inc. July 2004 - Present
J.P. Morgan January 2010 - February 2013
Cultural Explosion 2003 - 2013
J.P. Morgan August 2004 - December 2009
Diving Tank Studios, LLC August 2003 - August 2004
University of Pennsylvania - Makuu: Black Cultural Center April 2002 - June 2004
Morgan Stanley Investment Management August 2000 - February 2002
Skills
Project Management, Java, Scrum, Management, Enterprise Architecture, Cross-functional Team..., Sybase, Business Analysis, Web Applications, Leadership, Offshore Management, Software Development, SDLC, Agile Project Management, Systems Analysis, JavaScript, Agile Methodologies, Integration, C++, Java Enterprise Edition, Team Management, Quality Assurance, DHTML, Energetic team player, Negotiation, SQL, Process Engineering, Architectural Design, Communication, WebSphere MQ, MySQL, Ruby on Rails, E-commerce, Debian, Service Oriented..., PHP, Magento, Heroku, Social Media, Microsoft Office, Software Engineering, Web Development, Requirements Analysis, Public Speaking, Software Design, Program Management
Education
University of Pennsylvania 2000 — 2004
Computer and Cognitive Science; Economics
Regis High School 1996 — 2000
Diploma, General Studies
Birchbox February 2013 - Present
Cultural Explosion, Inc. July 2004 - Present
J.P. Morgan January 2010 - February 2013
Cultural Explosion 2003 - 2013
J.P. Morgan August 2004 - December 2009
Diving Tank Studios, LLC August 2003 - August 2004
University of Pennsylvania - Makuu: Black Cultural Center April 2002 - June 2004
Morgan Stanley Investment Management August 2000 - February 2002
Skills
Project Management, Java, Scrum, Management, Enterprise Architecture, Cross-functional Team..., Sybase, Business Analysis, Web Applications, Leadership, Offshore Management, Software Development, SDLC, Agile Project Management, Systems Analysis, JavaScript, Agile Methodologies, Integration, C++, Java Enterprise Edition, Team Management, Quality Assurance, DHTML, Energetic team player, Negotiation, SQL, Process Engineering, Architectural Design, Communication, WebSphere MQ, MySQL, Ruby on Rails, E-commerce, Debian, Service Oriented..., PHP, Magento, Heroku, Social Media, Microsoft Office, Software Engineering, Web Development, Requirements Analysis, Public Speaking, Software Design, Program Management
Education
University of Pennsylvania 2000 — 2004
Computer and Cognitive Science; Economics
Regis High School 1996 — 2000
Diploma, General Studies
Chris Archer's J.P. Morgan Experience October 1994 - November 1996
Job Manager, Development & Support at TELUS
Industry Information Technology and Services
Experience
TELUS July 2014 - Present
TELUS January 2010 - Present
Telus August 2004 - February 2010
Telus May 2003 - August 2004
Cantor Index September 2000 - January 2002
Greenwich Natwest December 1996 - August 2000
J.P. Morgan October 1994 - November 1996
Skills
Application Architecture, Enterprise Architecture, Solution Architecture, IT Strategy, Telecommunications, Architecture, Team Management, Software Project..., SOA, Software Development, Requirements Analysis, Enterprise Software, Strategy, System Architecture, Management, Systems Analysis, Cloud Computing, IT Management, Architectures
Education
University of Oxford 1990 — 1994
Master's degree, Engineering, Economics & Management
TELUS July 2014 - Present
TELUS January 2010 - Present
Telus August 2004 - February 2010
Telus May 2003 - August 2004
Cantor Index September 2000 - January 2002
Greenwich Natwest December 1996 - August 2000
J.P. Morgan October 1994 - November 1996
Skills
Application Architecture, Enterprise Architecture, Solution Architecture, IT Strategy, Telecommunications, Architecture, Team Management, Software Project..., SOA, Software Development, Requirements Analysis, Enterprise Software, Strategy, System Architecture, Management, Systems Analysis, Cloud Computing, IT Management, Architectures
Education
University of Oxford 1990 — 1994
Master's degree, Engineering, Economics & Management
John Startin's J.P. Morgan Experience 2000 - 2001
Job
Industry Investment Banking
Experience
Goldman Sachs December 2009 - Present
Goldman Sachs July 2006 - December 2009
Nikko May 2001 - May 2004
J.P. Morgan 2000 - 2001
Skills
Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Investments, Investment Banking, Capital Markets, LBO, Strategy
Education
The Wharton School 2004 — 2006
MBA, Finance & Accounting
University of Oxford 1997 — 2000
BA, Philosophy, Politics & Economics
Goldman Sachs December 2009 - Present
Goldman Sachs July 2006 - December 2009
Nikko May 2001 - May 2004
J.P. Morgan 2000 - 2001
Skills
Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Investments, Investment Banking, Capital Markets, LBO, Strategy
Education
The Wharton School 2004 — 2006
MBA, Finance & Accounting
University of Oxford 1997 — 2000
BA, Philosophy, Politics & Economics
Adam Barycza's J.P. Morgan Experience September 2013 - May 2015
Job Vice President, Senior Mortgage Specialist for Citi Private Bank
Industry Financial Services
Experience
Citi June 2015 - Present
U.S. Polish Trade Council 2007 - Present
SHS Alumni Board 2007 - Present
J.P. Morgan September 2013 - May 2015
JPMorgan Chase April 2012 - August 2013
JPMorgan Chase August 2011 - April 2012
Chestnut Mortgage, Inc. May 2008 - July 2011
Adamarc Financial Company, Inc. June 2003 - December 2008
University of Oregon Investment Group September 1998 - June 2000
Merrill Lynch Technology Investment Banking June 1999 - September 1999
Skills
Sales Management, Financial Planning, Financial Analysis, Financial Reporting, Deal Sourcing, Deal Structuring, Rainmaker, Creative Problem Solving, Client Relationship..., Strategic Planning, CRM, Team Building, Strategic Financial..., Management, Mortgage Lending, Loans, Finance, Negotiation, Investments
Education
2000 — 2002
M.S., International Finance
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
B.S., Finance and MIS
Sacred Heart Prep
Citi June 2015 - Present
U.S. Polish Trade Council 2007 - Present
SHS Alumni Board 2007 - Present
J.P. Morgan September 2013 - May 2015
JPMorgan Chase April 2012 - August 2013
JPMorgan Chase August 2011 - April 2012
Chestnut Mortgage, Inc. May 2008 - July 2011
Adamarc Financial Company, Inc. June 2003 - December 2008
University of Oregon Investment Group September 1998 - June 2000
Merrill Lynch Technology Investment Banking June 1999 - September 1999
Skills
Sales Management, Financial Planning, Financial Analysis, Financial Reporting, Deal Sourcing, Deal Structuring, Rainmaker, Creative Problem Solving, Client Relationship..., Strategic Planning, CRM, Team Building, Strategic Financial..., Management, Mortgage Lending, Loans, Finance, Negotiation, Investments
Education
2000 — 2002
M.S., International Finance
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
B.S., Finance and MIS
Sacred Heart Prep
Daniel Nevins's J.P. Morgan Experience 1994 - 1998
Job Investment Professional
Industry Investment Management
Experience
SEI 2004 - 2010
SEI 2002 - 2004
SEI 1999 - 2002
J.P. Morgan 1994 - 1998
J.P. Morgan 1990 - 1993
J.P. Morgan 1986 - 1990
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Asset Managment, Investment Strategies, Portfolio Management, Mutual Funds, Fixed Income, Equities, Investments, Portfolio Optimization, Investment Management, Wealth Management, Derivatives, Emerging Markets, Securities, Financial Modeling, Equity Trading, Valuation, Investment Advisory, Asset Management
Education
University of Pennsylvania 1982 — 1986
Bachelor of Science in Economics, Wharton School of Business
University of Pennsylvania 1982 — 1986
Bachelor of Applied Science, Moore School of Electrical Engineering
SEI 2004 - 2010
SEI 2002 - 2004
SEI 1999 - 2002
J.P. Morgan 1994 - 1998
J.P. Morgan 1990 - 1993
J.P. Morgan 1986 - 1990
Skills
Asset Allocation, Alternative Investments, Hedge Funds, Asset Managment, Investment Strategies, Portfolio Management, Mutual Funds, Fixed Income, Equities, Investments, Portfolio Optimization, Investment Management, Wealth Management, Derivatives, Emerging Markets, Securities, Financial Modeling, Equity Trading, Valuation, Investment Advisory, Asset Management
Education
University of Pennsylvania 1982 — 1986
Bachelor of Science in Economics, Wharton School of Business
University of Pennsylvania 1982 — 1986
Bachelor of Applied Science, Moore School of Electrical Engineering
Mark Annett's J.P. Morgan Experience May 2000 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JP Morgan May 2000 - Present
J.P. Morgan January 1998 - May 2000
Skills
Capital Markets, Software Project..., Project Management, Change Management, IT Strategy, Banking, Trading
Education
Timaru Boys High School
University of Otago
BComm/BA, Accounting/Economics
JP Morgan May 2000 - Present
J.P. Morgan January 1998 - May 2000
Skills
Capital Markets, Software Project..., Project Management, Change Management, IT Strategy, Banking, Trading
Education
Timaru Boys High School
University of Otago
BComm/BA, Accounting/Economics
Andrew Louw's J.P. Morgan Experience July 2014 - Present
Job JPMorgan
Industry Banking
Experience
J.P. Morgan July 2014 - Present
JP Morgan June 2008 - July 2014
Bear Stearns July 2003 - June 2008
ERisk December 2000 - July 2003
PricewaterhouseCoopers August 1999 - December 2000
Education
University of Pennsylvania 1995 — 1999
BS, BA, Finance, Biochemistry
J.P. Morgan July 2014 - Present
JP Morgan June 2008 - July 2014
Bear Stearns July 2003 - June 2008
ERisk December 2000 - July 2003
PricewaterhouseCoopers August 1999 - December 2000
Education
University of Pennsylvania 1995 — 1999
BS, BA, Finance, Biochemistry
Charlie Tribbett's J.P. Morgan Experience 2005 - 2005
Job CoFounder at Bolstr
Industry Internet
Experience
Bolstr 2011 - Present
Macy's, Inc April 2010 - July 2011
Morgan Stanley 2007 - 2009
Morgan Stanley 2006 - 2007
J.P. Morgan 2005 - 2005
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Capital Markets, Strategy, Entrepreneurship, Finance, E-commerce, Venture Capital, Fixed Income, Investments, Social Media, Strategic Partnerships, Start-ups, Equities, Portfolio Management
Education
University of Virginia 2002 — 2006
Bachelor of Arts (B.A.), History
Oxford University 2001 — 2001
Latin School of Chicago 1988 — 2002
Bolstr 2011 - Present
Macy's, Inc April 2010 - July 2011
Morgan Stanley 2007 - 2009
Morgan Stanley 2006 - 2007
J.P. Morgan 2005 - 2005
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Capital Markets, Strategy, Entrepreneurship, Finance, E-commerce, Venture Capital, Fixed Income, Investments, Social Media, Strategic Partnerships, Start-ups, Equities, Portfolio Management
Education
University of Virginia 2002 — 2006
Bachelor of Arts (B.A.), History
Oxford University 2001 — 2001
Latin School of Chicago 1988 — 2002
Canlin Li's J.P. Morgan Experience June 2001 - July 2002
Job Senior Economist at Federal Reserve Board
Industry Financial Services
Experience
Federal Reserve Board May 2013 - Present
Federal Reserve Board July 2010 - May 2013
University of California-Riverside July 2002 - June 2010
JP Morgan June 2001 - July 2002
J.P. Morgan June 2000 - August 2000
Skills
Valuation, Econometrics, Quantitative Analytics, Economics, Stata, Financial Modeling, Time Series Analysis
Education
University of Pennsylvania 1996 — 2002
Ph. D., Economics
Federal Reserve Board May 2013 - Present
Federal Reserve Board July 2010 - May 2013
University of California-Riverside July 2002 - June 2010
JP Morgan June 2001 - July 2002
J.P. Morgan June 2000 - August 2000
Skills
Valuation, Econometrics, Quantitative Analytics, Economics, Stata, Financial Modeling, Time Series Analysis
Education
University of Pennsylvania 1996 — 2002
Ph. D., Economics
Greg Hamill's J.P. Morgan Experience June 2009 - August 2009
Job Associate, Business Innovation and Growth at Two Sigma
Industry Financial Services
Experience
Two Sigma Investments May 2014 - Present
Oliver Wyman July 2011 - April 2014
Raytheon June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Skills
Financial Modeling, SQL, VBA, Microsoft Office, Management Consulting, Statistics, SAS programming, Financial Statement..., Repos, Private Equity, Economics, Investment Banking, Corporate Finance, Business Development, Quantitative Analytics, Due Diligence, Valuation, Strategy, Financial Analysis
Education
University of Pennsylvania 2006 — 2010
B.A., Mathematics
University of Pennsylvania - The Wharton School 2006 — 2010
B.Sc., Finance and Statistics
Two Sigma Investments May 2014 - Present
Oliver Wyman July 2011 - April 2014
Raytheon June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Skills
Financial Modeling, SQL, VBA, Microsoft Office, Management Consulting, Statistics, SAS programming, Financial Statement..., Repos, Private Equity, Economics, Investment Banking, Corporate Finance, Business Development, Quantitative Analytics, Due Diligence, Valuation, Strategy, Financial Analysis
Education
University of Pennsylvania 2006 — 2010
B.A., Mathematics
University of Pennsylvania - The Wharton School 2006 — 2010
B.Sc., Finance and Statistics
Gus Christensen's J.P. Morgan Experience 1994 - 2000
Job Political Candidate at New York State Assembly
Industry Political Organization
Experience
New York State Assembly 2014 - Present
Evercore Partners 2005 - 2014
Goldman Sachs 2003 - 2005
J.P. Morgan 1994 - 2000
Skills
Corporate Finance, Financial Modeling, Mergers, Investment Banking, Valuation, Financial Analysis, LBO, Deal Structuring, Corporate Development, Business Valuation, DCF, Negotiation, Emerging Markets, Mergers & Acquisitions, M&A experience, Hedge Funds, Venture Capital, Leveraged Finance, Capital Markets, IPO, Policy Analysis, Politics, Management, Due Diligence, Private Equity
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance, Palmer Scholar
University of Pennsylvania 2001 — 2003
MBA, Finance, Palmer Scholar
Yale University
BA, Art History, with Distinction
St. Ann's School (Brooklyn)
Phillips Exeter Academy
New York State Assembly 2014 - Present
Evercore Partners 2005 - 2014
Goldman Sachs 2003 - 2005
J.P. Morgan 1994 - 2000
Skills
Corporate Finance, Financial Modeling, Mergers, Investment Banking, Valuation, Financial Analysis, LBO, Deal Structuring, Corporate Development, Business Valuation, DCF, Negotiation, Emerging Markets, Mergers & Acquisitions, M&A experience, Hedge Funds, Venture Capital, Leveraged Finance, Capital Markets, IPO, Policy Analysis, Politics, Management, Due Diligence, Private Equity
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance, Palmer Scholar
University of Pennsylvania 2001 — 2003
MBA, Finance, Palmer Scholar
Yale University
BA, Art History, with Distinction
St. Ann's School (Brooklyn)
Phillips Exeter Academy
Alex Mundel's J.P. Morgan Experience April 2015 - Present
Job Investment banking associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan August 2011 - April 2015
Public Financial Management July 2009 - July 2011
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Economics
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Finance
J.P. Morgan April 2015 - Present
J.P. Morgan August 2011 - April 2015
Public Financial Management July 2009 - July 2011
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Economics
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science in Economics, Finance
Robert Clarkin's J.P. Morgan Experience 2003 - 2005
Job Partner Bank Solutions Group
Industry Financial Services
Experience
PwC 2011 - 2013
MasterCard Advisors November 2005 - April 2011
J.P. Morgan 2003 - 2005
Marsh & McLennan Companies, Inc. 2002 - 2003
Morgan Stanley 2000 - 2002
Deloitte Consulting 1998 - 2000
A.T. Kearney 1994 - 1998
Accenture 1990 - 1994
Skills
Payments, Credit Cards, Management Consulting, Business Strategy, Financial Services, Banking, Strategy, Mobile Payments, Business Analysis, Debit Cards, Financial Modeling, Analytics, Strategic Planning, Strategic Partnerships, Risk Management, Segmentation, Business Process..., Business Transformation
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Villanova University 1984 — 1988
BA, Economics
PwC 2011 - 2013
MasterCard Advisors November 2005 - April 2011
J.P. Morgan 2003 - 2005
Marsh & McLennan Companies, Inc. 2002 - 2003
Morgan Stanley 2000 - 2002
Deloitte Consulting 1998 - 2000
A.T. Kearney 1994 - 1998
Accenture 1990 - 1994
Skills
Payments, Credit Cards, Management Consulting, Business Strategy, Financial Services, Banking, Strategy, Mobile Payments, Business Analysis, Debit Cards, Financial Modeling, Analytics, Strategic Planning, Strategic Partnerships, Risk Management, Segmentation, Business Process..., Business Transformation
Education
University of Notre Dame - Mendoza College of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Villanova University 1984 — 1988
BA, Economics
Gregg Geffen's J.P. Morgan Experience 2015 - Present
Job
Industry Financial Services
Experience
KIPP NYC November 2011 - Present
J.P. Morgan 2015 - Present
Skills
Derivatives, Investment Banking, Financial Modeling, Equities, Bloomberg, Corporate Finance, Valuation, Capital Markets, Asset Managment, Emerging Markets, Due Diligence, Interest Rate..., Investments, Options, FX Options
Education
University of Pennsylvania 2003 — 2007
BS, Political Science
KIPP NYC November 2011 - Present
J.P. Morgan 2015 - Present
Skills
Derivatives, Investment Banking, Financial Modeling, Equities, Bloomberg, Corporate Finance, Valuation, Capital Markets, Asset Managment, Emerging Markets, Due Diligence, Interest Rate..., Investments, Options, FX Options
Education
University of Pennsylvania 2003 — 2007
BS, Political Science
Henry Ickowicz's J.P. Morgan Experience May 2008 - Present
Job Vice President in CMBS Origination at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2008 - Present
Bear Stearns January 2007 - May 2008
Lazard Freres & Co. June 2006 - August 2006
Education
University of Pennsylvania 2003 — 2007
BSc, Economics
J.P. Morgan May 2008 - Present
Bear Stearns January 2007 - May 2008
Lazard Freres & Co. June 2006 - August 2006
Education
University of Pennsylvania 2003 — 2007
BSc, Economics
Elie Gittler's J.P. Morgan Experience January 2014 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
JPMorgan 2008 - December 2013
Skills
Bloomberg, Derivatives, Equities, Valuation, Fixed Income, Capital Markets, Structured Products, Financial Modeling, Interest Rate..., Volatility
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Economics and History
J.P. Morgan January 2014 - Present
JPMorgan 2008 - December 2013
Skills
Bloomberg, Derivatives, Equities, Valuation, Fixed Income, Capital Markets, Structured Products, Financial Modeling, Interest Rate..., Volatility
Education
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Economics and History
Erin Hay, CFA's J.P. Morgan Experience March 2014 - Present
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
J.P. Morgan June 2010 - March 2014
United States Congress May 2009 - June 2009
Skills
Investment Management, Financial Analysis, Equities, Investments, Financial Modeling, High Net Worth..., Private Banking, Portfolio Management, Bloomberg, Valuation, Economics
Education
University of Oklahoma - Price College of Business 2006 — 2010
BBA, Finance, Entrepreneurship
J.P. Morgan March 2014 - Present
J.P. Morgan June 2010 - March 2014
United States Congress May 2009 - June 2009
Skills
Investment Management, Financial Analysis, Equities, Investments, Financial Modeling, High Net Worth..., Private Banking, Portfolio Management, Bloomberg, Valuation, Economics
Education
University of Oklahoma - Price College of Business 2006 — 2010
BBA, Finance, Entrepreneurship
Christine Scalley's J.P. Morgan Experience 2012 - Present
Job Equity Strategy J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2012 - Present
Deutsche Bank 2009 - 2012
Goldman Sachs 2004 - 2009
Skills
Financial Analysis, Mutual Funds, Equities, Credit, Securities, Series 7, Financial Services, Series 63, Capital Markets, Equity Sales, Bloomberg, Hedge Funds, Trading
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
J.P. Morgan 2012 - Present
Deutsche Bank 2009 - 2012
Goldman Sachs 2004 - 2009
Skills
Financial Analysis, Mutual Funds, Equities, Credit, Securities, Series 7, Financial Services, Series 63, Capital Markets, Equity Sales, Bloomberg, Hedge Funds, Trading
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Amber Graham-Watson's J.P. Morgan Experience March 2013 - December 2014
Job Associate, Corporate Finance Industrials
Industry Financial Services
Experience
Barclays April 2015 - Present
Barclays December 2014 - April 2015
J.P. Morgan March 2013 - December 2014
Bank of America Merrill Lynch July 2010 - March 2013
Merrill Lynch June 2009 - August 2009
Baillie Gifford August 2008 - September 2008
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Corporate Finance, LBO, Equity Research, Mergers, M, Mergers & Acquisitions, Banking, Equities, Investments
Education
University of Oxford 2007 — 2010
BA, Economics and Management
Downe House 2002 — 2007
Barclays April 2015 - Present
Barclays December 2014 - April 2015
J.P. Morgan March 2013 - December 2014
Bank of America Merrill Lynch July 2010 - March 2013
Merrill Lynch June 2009 - August 2009
Baillie Gifford August 2008 - September 2008
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Corporate Finance, LBO, Equity Research, Mergers, M, Mergers & Acquisitions, Banking, Equities, Investments
Education
University of Oxford 2007 — 2010
BA, Economics and Management
Downe House 2002 — 2007
Jacinto Diaz Hache's J.P. Morgan Experience October 2011 - October 2011
Job Financial Analyst at BlackRock
Industry Financial Services
Experience
BlackRock July 2013 - Present
BlackRock June 2012 - August 2012
J.P. Morgan October 2011 - October 2011
W. P. Carey & Co. LLC May 2011 - June 2011
Credit Suisse May 2011 - May 2011
Goldman Sachs May 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Business Strategy, Finance, Non-profits, Spanish, Economics, Corporate Finance, Microsoft Office, Investment Management, Bloomberg, Leadership, Capital IQ, Valuation
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance
Carol Morgan School 1995 — 2009
High School, Santo Domingo, Dominican Republic
Ecole des Roches
Paris, France
Phillips Academy Andover
Andover, MA
BlackRock July 2013 - Present
BlackRock June 2012 - August 2012
J.P. Morgan October 2011 - October 2011
W. P. Carey & Co. LLC May 2011 - June 2011
Credit Suisse May 2011 - May 2011
Goldman Sachs May 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Business Strategy, Finance, Non-profits, Spanish, Economics, Corporate Finance, Microsoft Office, Investment Management, Bloomberg, Leadership, Capital IQ, Valuation
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance
Carol Morgan School 1995 — 2009
High School, Santo Domingo, Dominican Republic
Ecole des Roches
Paris, France
Phillips Academy Andover
Andover, MA
Gregory Rose's J.P. Morgan Experience June 2011 - August 2011
Job Culinary Operations Manager at Blue Apron
Industry Management Consulting
Experience
Blue Apron September 2015 - Present
McKinsey & Company August 2012 - February 2015
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Skills
Valuation, Financial Modeling, Strategy, Management Consulting, Business Strategy, Data Analysis, Emerging Markets
Education
University of Pennsylvania 2009 — 2012
Bachelor of Arts (B.A.), International/Global Studies
University of Pennsylvania 2008 — 2012
Bachelor's of Science, Operations and Information Management
Phillips Exeter Academy
Blue Apron September 2015 - Present
McKinsey & Company August 2012 - February 2015
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Skills
Valuation, Financial Modeling, Strategy, Management Consulting, Business Strategy, Data Analysis, Emerging Markets
Education
University of Pennsylvania 2009 — 2012
Bachelor of Arts (B.A.), International/Global Studies
University of Pennsylvania 2008 — 2012
Bachelor's of Science, Operations and Information Management
Phillips Exeter Academy
Evelyn Adlerstein's J.P. Morgan Experience June 2014 - Present
Job Firmwide Risk Appetite at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan March 2012 - June 2014
JP Morgan Alternative Asset Management March 2006 - March 2012
BlackRock June 2004 - March 2006
Education
University of Pennsylvania 2000 — 2004
BA, Economics
J.P. Morgan June 2014 - Present
J.P. Morgan March 2012 - June 2014
JP Morgan Alternative Asset Management March 2006 - March 2012
BlackRock June 2004 - March 2006
Education
University of Pennsylvania 2000 — 2004
BA, Economics
Cindy Na's J.P. Morgan Experience 2011 - 2011
Job Research Associate at Dodge & Cox
Industry Investment Management
Experience
Dodge & Cox 2014 - Present
BlackRock 2012 - 2014
J.P. Morgan 2011 - 2011
Yaletown Venture Partners Inc 2010 - 2010
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science in Economics, Finance and Accounting
Dodge & Cox 2014 - Present
BlackRock 2012 - 2014
J.P. Morgan 2011 - 2011
Yaletown Venture Partners Inc 2010 - 2010
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science in Economics, Finance and Accounting
Akshat Goenka's J.P. Morgan Experience June 2014 - August 2014
Job Summer Analyst Corporate and Investment Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - August 2014
Jina Ventures May 2013 - July 2013
IFC - International Finance Corporation July 2012 - September 2012
Credit Suisse June 2012 - July 2012
Trustcap May 2010 - July 2010
Skills
Equity Research, Valuation, Private Equity, Investment Banking, Equities, Trading
Education
University of Pennsylvania 2010 — 2014
BSc and BA, Business and International Studies
Dhirubhai Ambani International School 2005 — 2010
J.P. Morgan June 2014 - August 2014
Jina Ventures May 2013 - July 2013
IFC - International Finance Corporation July 2012 - September 2012
Credit Suisse June 2012 - July 2012
Trustcap May 2010 - July 2010
Skills
Equity Research, Valuation, Private Equity, Investment Banking, Equities, Trading
Education
University of Pennsylvania 2010 — 2014
BSc and BA, Business and International Studies
Dhirubhai Ambani International School 2005 — 2010
Alli Greenwald's J.P. Morgan Experience February 2015 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan August 2009 - January 2015
J.P. Morgan June 2008 - August 2008
Citi June 2007 - August 2007
Barr Pharmaceuticals June 2006 - August 2006
Skills
FX Hedging, FX Derivatives, Derivatives, Corporate Finance, FX Options, Fixed Income, Financial Analysis, Bloomberg, Client Interfacing..., Sales Presentations, Hedge Funds, Foreign Exchange, Structured Products, Emerging Markets, Private Equity, Equity Derivatives, Equities, Options, Alternative Investments
Education
University of Pennsylvania 2005 — 2009
BAS, Engineering, Magna Cum Laude
J.P. Morgan February 2015 - Present
J.P. Morgan August 2009 - January 2015
J.P. Morgan June 2008 - August 2008
Citi June 2007 - August 2007
Barr Pharmaceuticals June 2006 - August 2006
Skills
FX Hedging, FX Derivatives, Derivatives, Corporate Finance, FX Options, Fixed Income, Financial Analysis, Bloomberg, Client Interfacing..., Sales Presentations, Hedge Funds, Foreign Exchange, Structured Products, Emerging Markets, Private Equity, Equity Derivatives, Equities, Options, Alternative Investments
Education
University of Pennsylvania 2005 — 2009
BAS, Engineering, Magna Cum Laude
Jeremy Traster's J.P. Morgan Experience May 2014 - September 2014
Job General Counsel at Kawa Capital Management
Industry Investment Management
Experience
Kawa Capital Management September 2014 - Present
J.P. Morgan May 2014 - September 2014
Cahill Gordon & Reindel June 2011 - September 2014
Clifford Chance LLP September 2010 - June 2011
Cahill Gordon & Reindel September 2006 - September 2010
Skills
Securities Offerings, Corporate Law, Securities Regulation, Cross-border..., Corporate Governance, Joint Ventures, Securities Litigation, Competition Law, IPO, Securities, Private Equity
Education
Montclair Kimberley Academy
Seton Hall University School of Law
J.D., Law
University of Pennsylvania
B.A.
Kawa Capital Management September 2014 - Present
J.P. Morgan May 2014 - September 2014
Cahill Gordon & Reindel June 2011 - September 2014
Clifford Chance LLP September 2010 - June 2011
Cahill Gordon & Reindel September 2006 - September 2010
Skills
Securities Offerings, Corporate Law, Securities Regulation, Cross-border..., Corporate Governance, Joint Ventures, Securities Litigation, Competition Law, IPO, Securities, Private Equity
Education
Montclair Kimberley Academy
Seton Hall University School of Law
J.D., Law
University of Pennsylvania
B.A.
Avi Benus's J.P. Morgan Experience 2000 - 2005
Job President. IMPAQ International, LLC
Industry Research
Experience
IMPAQ International December 2009 - Present
Morgan Stanley January 2007 - December 2009
Goldman Sachs 2005 - 2007
J.P. Morgan 2000 - 2005
Education
University of Pennsylvania 1994 — 1998
BA, Psychology
IMPAQ International December 2009 - Present
Morgan Stanley January 2007 - December 2009
Goldman Sachs 2005 - 2007
J.P. Morgan 2000 - 2005
Education
University of Pennsylvania 1994 — 1998
BA, Psychology
Yuan Chen's J.P. Morgan Experience 2011 - 2011
Job Scaling great techenabled startups
Industry Venture Capital & Private Equity
Experience
ShopRunner 2014 - Present
Atomico 2011 - 2014
J.P. Morgan 2011 - 2011
J.P. Morgan Cazenove 2008 - 2011
Skills
Venture Capital, Investment Banking
Education
University of Oxford 2004 — 2008
Master of Engineering, Engineering, Economics and Management
ShopRunner 2014 - Present
Atomico 2011 - 2014
J.P. Morgan 2011 - 2011
J.P. Morgan Cazenove 2008 - 2011
Skills
Venture Capital, Investment Banking
Education
University of Oxford 2004 — 2008
Master of Engineering, Engineering, Economics and Management
Claudia M Meer's J.P. Morgan Experience September 1985 - July 1993
Job Managing Director, Clark Energy and Structured Finance
Industry Real Estate
Experience
Clark Construction Group, LLC January 2011 - Present
Marriott International July 1994 - January 2001
American Mobile Satellite Corporation January 1993 - November 1994
J.P. Morgan September 1985 - July 1993
Wharton Econometrics January 1983 - December 1983
Skills
Investment Properties, Property Management, Budgets, Customer Service, Public Speaking, Sales, Strategic Planning, Contract Negotiation, Relocation, Corporate Finance, Strategy, Management, Valuation, Business Development, Venture Capital, Business Strategy, Investments
Education
Harvard University 1983 — 1985
Masters of Public Policy, International Finance and Management
University of Pennsylvania 1979 — 1983
Bachelor's degree, International Economics and diplomatic history
Clark Construction Group, LLC January 2011 - Present
Marriott International July 1994 - January 2001
American Mobile Satellite Corporation January 1993 - November 1994
J.P. Morgan September 1985 - July 1993
Wharton Econometrics January 1983 - December 1983
Skills
Investment Properties, Property Management, Budgets, Customer Service, Public Speaking, Sales, Strategic Planning, Contract Negotiation, Relocation, Corporate Finance, Strategy, Management, Valuation, Business Development, Venture Capital, Business Strategy, Investments
Education
Harvard University 1983 — 1985
Masters of Public Policy, International Finance and Management
University of Pennsylvania 1979 — 1983
Bachelor's degree, International Economics and diplomatic history
Kellie Crewse's J.P. Morgan Experience October 2005 - Present
Job Private Banking
Industry Banking
Experience
J.P. MORGAN October 2005 - Present
Skills
Wealth Management, Strategic Financial...
Education
University of Oklahoma 1997 — 2001
Bachelor of Business Administration (B.B.A.)
J.P. MORGAN October 2005 - Present
Skills
Wealth Management, Strategic Financial...
Education
University of Oklahoma 1997 — 2001
Bachelor of Business Administration (B.B.A.)
Cameron Daboll's J.P. Morgan Experience September 2014 - Present
Job Investment Banking at JPMorgan Chase & Co.
Industry
Experience
J.P. Morgan September 2014 - Present
BMO Capital Markets July 2012 - September 2014
comScore Inc July 2010 - August 2010
Skills
Valuation, Microsoft Excel, Mergers, Investment Banking, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Bloomberg, Analysis, Access
Education
Indiana University - Kelley School of Business
Finance
University of Oxford
Investment Banking InstituteMay 2010
J.P. Morgan September 2014 - Present
BMO Capital Markets July 2012 - September 2014
comScore Inc July 2010 - August 2010
Skills
Valuation, Microsoft Excel, Mergers, Investment Banking, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Bloomberg, Analysis, Access
Education
Indiana University - Kelley School of Business
Finance
University of Oxford
Investment Banking InstituteMay 2010
Richard Terrell's J.P. Morgan Experience January 2001 - Present
Job Operations Manager at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2001 - Present
Education
University of Oklahoma
Bachelor's Degree, Finance, General
J.P. Morgan January 2001 - Present
Education
University of Oklahoma
Bachelor's Degree, Finance, General
Chavon Sutton's J.P. Morgan Experience June 2012 - Present
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
CNNMoney.com January 2010 - June 2010
RBC Capital Markets February 2007 - August 2008
Bank of America June 2003 - February 2007
Skills
Relationship Management, Business Development, Investments, Wealth Management, Asset Management, Credit Risk, Financial Risk, Private Banking, Risk Management, Credit Analysis, Business Communications, Strategy, Finance, Banking, Sales, Investor Relations, CRM, Fundraising, Financial Analysis, Editing, Financial Markets, Financial Institutions, Copywriting, Project Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
M.B.A., Finance and Global Business
New York University Graduate School of Arts and Science 2008 — 2010
M.A., Journalism - Business & Economic Reporting
University of Pennsylvania 1999 — 2003
B.A., Economics, Cum Laude
The Peddie School
High School - College Preparatory
J.P. Morgan June 2012 - Present
CNNMoney.com January 2010 - June 2010
RBC Capital Markets February 2007 - August 2008
Bank of America June 2003 - February 2007
Skills
Relationship Management, Business Development, Investments, Wealth Management, Asset Management, Credit Risk, Financial Risk, Private Banking, Risk Management, Credit Analysis, Business Communications, Strategy, Finance, Banking, Sales, Investor Relations, CRM, Fundraising, Financial Analysis, Editing, Financial Markets, Financial Institutions, Copywriting, Project Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
M.B.A., Finance and Global Business
New York University Graduate School of Arts and Science 2008 — 2010
M.A., Journalism - Business & Economic Reporting
University of Pennsylvania 1999 — 2003
B.A., Economics, Cum Laude
The Peddie School
High School - College Preparatory
David Nadle's J.P. Morgan Experience June 2011 - August 2011
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2012 - Present
J.P. Morgan June 2011 - August 2011
Morgan Stanley Smith Barney July 2010 - August 2010
United States House of Representatives July 2008 - August 2008
Skills
Corporate Finance, VBA, Economics, Quantitative Analytics, Investments, Microsoft Excel, Data Mining, Portfolio Management
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Finance and Operations and Information Management
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Finance, Operations and Information Management
JPMorgan Chase July 2012 - Present
J.P. Morgan June 2011 - August 2011
Morgan Stanley Smith Barney July 2010 - August 2010
United States House of Representatives July 2008 - August 2008
Skills
Corporate Finance, VBA, Economics, Quantitative Analytics, Investments, Microsoft Excel, Data Mining, Portfolio Management
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Finance and Operations and Information Management
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Finance, Operations and Information Management
Justin Brickhouse's J.P. Morgan Experience July 2007 - Present
Job Vice President at JPMorgan Ventures Energy Corporation
Industry Oil & Energy
Experience
J.P. Morgan July 2007 - Present
Skills
Trading, Commodity Markets, Commodity, Equities, Trading Systems, Portfolio Management, Management, Project Management, Project Planning, Hedging, Energy Markets, Power Generation
Education
University of Oklahoma 1994 — 1998
BBA, Finance
J.P. Morgan July 2007 - Present
Skills
Trading, Commodity Markets, Commodity, Equities, Trading Systems, Portfolio Management, Management, Project Management, Project Planning, Hedging, Energy Markets, Power Generation
Education
University of Oklahoma 1994 — 1998
BBA, Finance
William Pecover's J.P. Morgan Experience July 1984 - March 1988
Job Senior Partner at Isis Venture Partners
Industry Publishing
Experience
Isis Venture Partners July 2011 - Present
Manhattan Media July 2011 - Present
Haymarket Media Inc July 1988 - June 2011
J.P. Morgan July 1984 - March 1988
Skills
Publishing, Digital Media, Content Management, Online Publishing, Event Management, Conferences, Management, Strategy, Sales, Editorial, Venture Capital, Entrepreneurship, Private Equity, Mergers & Acquisitions, Investments
Education
Oxford University 1980 — 1984
BA and MA, Literae Humaniores
Lancing College 1974 — 1979
Isis Venture Partners July 2011 - Present
Manhattan Media July 2011 - Present
Haymarket Media Inc July 1988 - June 2011
J.P. Morgan July 1984 - March 1988
Skills
Publishing, Digital Media, Content Management, Online Publishing, Event Management, Conferences, Management, Strategy, Sales, Editorial, Venture Capital, Entrepreneurship, Private Equity, Mergers & Acquisitions, Investments
Education
Oxford University 1980 — 1984
BA and MA, Literae Humaniores
Lancing College 1974 — 1979
Mcknight Erin's J.P. Morgan Experience coach apprenticeJPMorgan Chase2011 - Present
Job coach apprentice at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan coach apprenticeJPMorgan Chase2011 - Present
Education
University of Oklahoma 2005 — 2009
ba, sociology
J.P. Morgan coach apprenticeJPMorgan Chase2011 - Present
Education
University of Oklahoma 2005 — 2009
ba, sociology
Doug Swift's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst, Mergers & Acquisitions at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
The Institute of Economic Affairs July 2013 - August 2013
University of Pennsylvania May 2013 - June 2013
The Retail People July 2012 - August 2012
Digitalis Reputation May 2012 - July 2012
The Kings School July 2010 - June 2011
Evercore Partners July 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Entrepreneurship, Microsoft Word, SEO, Business Journalism, Data Analysis, Sports Marketing, Event Planning, Market Research, Economics, Financial Modeling, International Relations
Education
University of Pennsylvania 2011 — 2015
BA Magna Cum Laude, Double Major in Economics & European History, 2015
Eton College 2005 — 2010
Economics, Math, History, Latin
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
The Institute of Economic Affairs July 2013 - August 2013
University of Pennsylvania May 2013 - June 2013
The Retail People July 2012 - August 2012
Digitalis Reputation May 2012 - July 2012
The Kings School July 2010 - June 2011
Evercore Partners July 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Entrepreneurship, Microsoft Word, SEO, Business Journalism, Data Analysis, Sports Marketing, Event Planning, Market Research, Economics, Financial Modeling, International Relations
Education
University of Pennsylvania 2011 — 2015
BA Magna Cum Laude, Double Major in Economics & European History, 2015
Eton College 2005 — 2010
Economics, Math, History, Latin
John Stuckey's J.P. Morgan Experience June 2012 - June 2014
Job Associate at Quantum Energy Partners
Industry Financial Services
Experience
Quantum Energy Partners July 2014 - Present
JP Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Skills
Investment Banking, Bloomberg, Valuation, Financial Modeling
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Electrical and Electronics Engineering
Quantum Energy Partners July 2014 - Present
JP Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Skills
Investment Banking, Bloomberg, Valuation, Financial Modeling
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Electrical and Electronics Engineering
Arame Niang's J.P. Morgan Experience July 2012 - August 2012
Job Student at University of Pennsylvania
Industry
Experience
J.P. Morgan July 2012 - August 2012
J.P. Morgan July 2011 - August 2011
Skills
Conversational Wolof, Microsoft Excel, PowerPoint, Microsoft Word, Basketball, Razors Edge, Pitch Development
Education
University of Pennsylvania 2012 — 2016
J.P. Morgan July 2012 - August 2012
J.P. Morgan July 2011 - August 2011
Skills
Conversational Wolof, Microsoft Excel, PowerPoint, Microsoft Word, Basketball, Razors Edge, Pitch Development
Education
University of Pennsylvania 2012 — 2016
Deqa Farah's J.P. Morgan Experience July 2012 - July 2012
Job Treasury & Trade Solutions Analyst at Citi
Industry International Affairs
Experience
Citi June 2015 - Present
University of Pennsylvania January 2015 - May 2015
Citi May 2014 - August 2014
University of Pennsylvania Law School January 2013 - May 2014
Givology June 2013 - September 2013
Association ASSID for Sustainable Development May 2013 - June 2013
Foreign Policy Research Institute January 2013 - May 2013
International Programs, University of Massachusetts May 2012 - August 2012
Credit Suisse July 2012 - July 2012
J.P. Morgan July 2012 - July 2012
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA)
Management Leadership for Tomorrow (MLT) 2013 — 2014
Amherst Regional High School 2007 — 2011
Citi June 2015 - Present
University of Pennsylvania January 2015 - May 2015
Citi May 2014 - August 2014
University of Pennsylvania Law School January 2013 - May 2014
Givology June 2013 - September 2013
Association ASSID for Sustainable Development May 2013 - June 2013
Foreign Policy Research Institute January 2013 - May 2013
International Programs, University of Massachusetts May 2012 - August 2012
Credit Suisse July 2012 - July 2012
J.P. Morgan July 2012 - July 2012
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA)
Management Leadership for Tomorrow (MLT) 2013 — 2014
Amherst Regional High School 2007 — 2011
Harry Engelman's J.P. Morgan Experience Senior Managing DirectorBear Stearns & Co.August 1983 - June 2008
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Senior Managing DirectorBear Stearns & Co.August 1983 - June 2008
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Hedge Funds, Derivatives, Investments, Structured Products, Securities, Equity Derivatives, Trading Systems, Alternative Investments, Credit Derivatives, Electronic Trading, Prime Brokerage
Education
University of Pennsylvania
J.P. Morgan Senior Managing DirectorBear Stearns & Co.August 1983 - June 2008
Skills
Capital Markets, Equities, Investment Banking, Fixed Income, Hedge Funds, Derivatives, Investments, Structured Products, Securities, Equity Derivatives, Trading Systems, Alternative Investments, Credit Derivatives, Electronic Trading, Prime Brokerage
Education
University of Pennsylvania
Chetan Singhal's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Watkinson Laird Rubenstein LLC August 2013 - August 2013
Link Legal – India Law Services June 2013 - July 2013
Rodyk & Davidson July 2011 - July 2011
Skills
Financial Analysis, Financial Modeling, Data Analysis, Public Speaking, Microsoft Excel, Microsoft Office, Research, Editing, Microsoft Word, Economics, Teaching
Education
Williams College 2011 — 2015
Bachelor's Degree, History, Cum Laude
University of Oxford 2013 — 2013
Bachelor's Degree, History and Politics
United World College South East Asia 2009 — 2011
High School, IB Diploma
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Watkinson Laird Rubenstein LLC August 2013 - August 2013
Link Legal – India Law Services June 2013 - July 2013
Rodyk & Davidson July 2011 - July 2011
Skills
Financial Analysis, Financial Modeling, Data Analysis, Public Speaking, Microsoft Excel, Microsoft Office, Research, Editing, Microsoft Word, Economics, Teaching
Education
Williams College 2011 — 2015
Bachelor's Degree, History, Cum Laude
University of Oxford 2013 — 2013
Bachelor's Degree, History and Politics
United World College South East Asia 2009 — 2011
High School, IB Diploma
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.