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
Adam Levinson Adam Levinson's J.P. Morgan Experience 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2014 - Present
The Wharton School January 2014 - May 2014
The Wharton School September 2012 - May 2014
J.P. Morgan June 2013 - August 2013
The Wharton School January 2012 - January 2013
Falfurrias Capital Partners May 2012 - August 2012
The Wharton School April 2011 - October 2011
McColl Partners June 2011 - August 2011
Skills
Valuation, Financial Modeling, Microsoft Office, Data Analysis, Economics, Bloomberg
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Myers park
Myers park
J.P. Morgan 2014 - Present
The Wharton School January 2014 - May 2014
The Wharton School September 2012 - May 2014
J.P. Morgan June 2013 - August 2013
The Wharton School January 2012 - January 2013
Falfurrias Capital Partners May 2012 - August 2012
The Wharton School April 2011 - October 2011
McColl Partners June 2011 - August 2011
Skills
Valuation, Financial Modeling, Microsoft Office, Data Analysis, Economics, Bloomberg
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Myers park
Myers park
Brett Gibson Brett Gibson's J.P. Morgan Experience May 2007 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2007 - Present
Skills
Fixed Income, Derivatives, Series 7, Investments, Financial Modeling, Asset Management, Bloomberg, Valuation, Securities, Trading Systems, Financial Services
Education
University of Pennsylvania - The Wharton School 2002 — 2007
BS, Economics (Finance), magna cum laude
J.P. Morgan May 2007 - Present
Skills
Fixed Income, Derivatives, Series 7, Investments, Financial Modeling, Asset Management, Bloomberg, Valuation, Securities, Trading Systems, Financial Services
Education
University of Pennsylvania - The Wharton School 2002 — 2007
BS, Economics (Finance), magna cum laude
Michelle Leong Michelle Leong's J.P. Morgan Experience June 2012 - August 2012
Job Consultant at SimonKucher & Partners
Industry Management Consulting
Experience
Simon-Kucher & Partners August 2013 - Present
J.P. Morgan June 2012 - August 2012
Skills
Project Management, Research
Education
University of Pennsylvania 2009 — 2013
BSE, Electrical Engineering, Economics
Simon-Kucher & Partners August 2013 - Present
J.P. Morgan June 2012 - August 2012
Skills
Project Management, Research
Education
University of Pennsylvania 2009 — 2013
BSE, Electrical Engineering, Economics
Shideh Theunissen Shideh Theunissen's J.P. Morgan Experience July 2004 - December 2014
Job Private Bank / Wealth Management Executive
Industry Investment Management
Experience
J.P. Morgan July 2004 - December 2014
Citigroup July 2000 - June 2004
J.P. Morgan July 1995 - June 2000
Goldman Sachs July 1993 - July 1995
Lehman Brothers August 1987 - March 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Lauder Institute 1992 — 1994
Master's Degree, International Studies/ The Lauder Institute - German program
University of Pennsylvania - The Wharton School
BS in Economics, Finance / Biochemistry
Smith College
Bachelor's Degree
Connelly School of the Holy Child, Potomac, MD
J.P. Morgan July 2004 - December 2014
Citigroup July 2000 - June 2004
J.P. Morgan July 1995 - June 2000
Goldman Sachs July 1993 - July 1995
Lehman Brothers August 1987 - March 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Lauder Institute 1992 — 1994
Master's Degree, International Studies/ The Lauder Institute - German program
University of Pennsylvania - The Wharton School
BS in Economics, Finance / Biochemistry
Smith College
Bachelor's Degree
Connelly School of the Holy Child, Potomac, MD
Rocky Motwani Rocky Motwani's J.P. Morgan Experience May 2012 - September 2014
Job Payments and Financial Services Executive
Industry Financial Services
Experience
Digital Currency Group February 2015 - Present
Align Commerce January 2015 - Present
J.P. Morgan May 2012 - September 2014
J.P. Morgan September 2008 - September 2012
J.P. Morgan September 2005 - August 2008
McKinsey & Co. September 2000 - September 2005
Jones Lang LaSalle September 1995 - June 1998
Skills
Strategic Planning, Strategic Analysis, Marketing Strategy, Business Strategy, Financial Analysis, Financial Modeling, Wholesale Banking, Entrepreneurial Skills, Strategy, Investments, Banking, Entrepreneurship, Portfolio Management, Risk Management, Analysis, Organizational..., Capital Markets, Escrow, Asset Management, Product Management
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
NYU (Stern School) 1991 — 1995
BS, Finance & Accounting
Digital Currency Group February 2015 - Present
Align Commerce January 2015 - Present
J.P. Morgan May 2012 - September 2014
J.P. Morgan September 2008 - September 2012
J.P. Morgan September 2005 - August 2008
McKinsey & Co. September 2000 - September 2005
Jones Lang LaSalle September 1995 - June 1998
Skills
Strategic Planning, Strategic Analysis, Marketing Strategy, Business Strategy, Financial Analysis, Financial Modeling, Wholesale Banking, Entrepreneurial Skills, Strategy, Investments, Banking, Entrepreneurship, Portfolio Management, Risk Management, Analysis, Organizational..., Capital Markets, Escrow, Asset Management, Product Management
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
NYU (Stern School) 1991 — 1995
BS, Finance & Accounting
Sage Mandel Sage Mandel's J.P. Morgan Experience June 2015 - Present
Job Healthcare Investment Banking at J.P. Morgan
Industry Biotechnology
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Commercialization Acceleration Program - Wharton Small Business Development Center May 2013 - May 2014
Sigma Delta Tau - Beta chapter January 2013 - January 2014
Icahn School of Medicine at Mount Sinai June 2013 - August 2013
Penn Science Across Ages September 2012 - May 2013
Penn Undergraduate Biotech Society September 2011 - January 2013
Skills
Public Health, Start-ups, Lifesciences, Science, Research
Education
The Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.) in Economics, Finance
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Molecular Biology
Great Neck South High School 2007 — 2011
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Commercialization Acceleration Program - Wharton Small Business Development Center May 2013 - May 2014
Sigma Delta Tau - Beta chapter January 2013 - January 2014
Icahn School of Medicine at Mount Sinai June 2013 - August 2013
Penn Science Across Ages September 2012 - May 2013
Penn Undergraduate Biotech Society September 2011 - January 2013
Skills
Public Health, Start-ups, Lifesciences, Science, Research
Education
The Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.) in Economics, Finance
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Molecular Biology
Great Neck South High School 2007 — 2011
Kellen Xu's J.P. Morgan Experience April 2012 - February 2013
Job Business Development
Industry Consumer Goods
Experience
Wink, Inc. June 2014 - Present
Quirky.com April 2013 - June 2014
J.P. Morgan April 2012 - February 2013
UBS Investment Bank July 2011 - April 2012
Morgan Stanley July 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, Leadership, Time Management, Windows, Team Leadership, Customer Service, Start-ups, Equity Capital Markets, Investment Banking, Business Development, Management, International Sales, Valuation, Sales, International Business, Business Strategy, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Thinking
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science in Economics, Finance
Wink, Inc. June 2014 - Present
Quirky.com April 2013 - June 2014
J.P. Morgan April 2012 - February 2013
UBS Investment Bank July 2011 - April 2012
Morgan Stanley July 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, Leadership, Time Management, Windows, Team Leadership, Customer Service, Start-ups, Equity Capital Markets, Investment Banking, Business Development, Management, International Sales, Valuation, Sales, International Business, Business Strategy, Strategic Planning, Corporate Finance, Financial Modeling, Strategic Thinking
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science in Economics, Finance
Rebecca Yip Rebecca Yip's J.P. Morgan Experience June 2013 - August 2013
Job Founder at Timeless.com International Ltd
Industry Consumer Services
Experience
Timeless.com International Ltd December 2014 - Present
J.P. Morgan June 2013 - August 2013
KPMG China July 2012 - August 2012
Value Partners Limited 惠理基金 June 2012 - July 2012
Real Estate Capital Asia Partners July 2011 - June 2012
JW Marriott July 2009 - August 2009
Grand Millennium Beijing May 2009 - June 2009
Skills
Yoga, Yoga Instruction, Scuba Diving
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Concentrating in Entrepreneurship, Finance and Legal Studies
German Swiss International School, Hong Kong 1996 — 2010
Timeless.com International Ltd December 2014 - Present
J.P. Morgan June 2013 - August 2013
KPMG China July 2012 - August 2012
Value Partners Limited 惠理基金 June 2012 - July 2012
Real Estate Capital Asia Partners July 2011 - June 2012
JW Marriott July 2009 - August 2009
Grand Millennium Beijing May 2009 - June 2009
Skills
Yoga, Yoga Instruction, Scuba Diving
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Concentrating in Entrepreneurship, Finance and Legal Studies
German Swiss International School, Hong Kong 1996 — 2010
Eric Heiman's J.P. Morgan Experience June 2011 - August 2011
Job Associate at Brookfield Capital Partners
Industry Investment Management
Experience
Brookfield Asset Management September 2013 - Present
Lazard Freres & Co. June 2012 - August 2013
J.P. Morgan June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Brookfield Asset Management September 2013 - Present
Lazard Freres & Co. June 2012 - August 2013
J.P. Morgan June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Catherine Grossman Catherine Grossman's J.P. Morgan Experience July 1999 - Present
Job Credit Executive at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 1999 - Present
Bankers Trust Company August 1990 - June 1999
Skills
Counterparty credit..., analysis, structuring..., Negotiate credit..., Hold credit due..., Negotiation skills:..., Marketed, structured,..., Investment Banking, Credit Risk, Credit, Banking, Commodity, Trade Finance, Capital Markets, Derivatives, Fixed Income, Corporate Finance, Financial Structuring, Structured Products, Equities, Risk Management
Education
La Sorbonne
Bachelor's degree, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
J.P. Morgan July 1999 - Present
Bankers Trust Company August 1990 - June 1999
Skills
Counterparty credit..., analysis, structuring..., Negotiate credit..., Hold credit due..., Negotiation skills:..., Marketed, structured,..., Investment Banking, Credit Risk, Credit, Banking, Commodity, Trade Finance, Capital Markets, Derivatives, Fixed Income, Corporate Finance, Financial Structuring, Structured Products, Equities, Risk Management
Education
La Sorbonne
Bachelor's degree, Economics
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Alok Pandey Alok Pandey's J.P. Morgan Experience 2010 - 2012
Job Investor at Vector Capital
Industry Venture Capital & Private Equity
Experience
Emarsys April 2015 - Present
Vector Capital 2014 - Present
Technology Crossover Ventures 2012 - 2014
J.P. Morgan 2010 - 2012
NLP Consultants 2008 - 2009
Skills
Mergers, Investment Banking, Investments, Mergers & Acquisitions, Private Equity, Valuation, Finance, Corporate Finance, Financial Modeling, LBO, Emerging Markets, Corporate Development, Growth Capital, Venture Capital, Due Diligence, Equities, Financial Analysis
Education
University of Pennsylvania - The Wharton School
Finance, International Studies
Emarsys April 2015 - Present
Vector Capital 2014 - Present
Technology Crossover Ventures 2012 - 2014
J.P. Morgan 2010 - 2012
NLP Consultants 2008 - 2009
Skills
Mergers, Investment Banking, Investments, Mergers & Acquisitions, Private Equity, Valuation, Finance, Corporate Finance, Financial Modeling, LBO, Emerging Markets, Corporate Development, Growth Capital, Venture Capital, Due Diligence, Equities, Financial Analysis
Education
University of Pennsylvania - The Wharton School
Finance, International Studies
Robert Grove's J.P. Morgan Experience June 2013 - August 2013
Job Restructuring Investment Banking Analyst at Lazard
Industry Financial Services
Experience
Lazard June 2014 - Present
J.P. Morgan June 2013 - August 2013
Methuselah Advisors May 2012 - August 2012
National Institutes of Health May 2011 - August 2011
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Accounting, Finance, and Biology, summa cum laude
Lazard June 2014 - Present
J.P. Morgan June 2013 - August 2013
Methuselah Advisors May 2012 - August 2012
National Institutes of Health May 2011 - August 2011
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Accounting, Finance, and Biology, summa cum laude
Andrew Bivin Andrew Bivin's J.P. Morgan Experience May 2013 - August 2013
Job Operations Manager at Recon Power Systems
Industry Utilities
Experience
Recon Power Systems July 2014 - Present
J.P. Morgan May 2013 - August 2013
Copa Airlines May 2012 - July 2012
Skills
Public Speaking, Spanish, Microsoft Office, PowerPoint, English, Teamwork, Microsoft Word, Bloomberg, Operations Management, Data Analysis, VBA, Microsoft SQL Server, Competitive Analysis, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Economics
Recon Power Systems July 2014 - Present
J.P. Morgan May 2013 - August 2013
Copa Airlines May 2012 - July 2012
Skills
Public Speaking, Spanish, Microsoft Office, PowerPoint, English, Teamwork, Microsoft Word, Bloomberg, Operations Management, Data Analysis, VBA, Microsoft SQL Server, Competitive Analysis, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (BS), Economics
Ghassan El Tayara Ghassan El Tayara's J.P. Morgan Experience June 2015 - August 2015
Job MBA Candidate at The Wharton School
Industry Management Consulting
Experience
J.P. Morgan June 2015 - August 2015
Oliver Wyman January 2012 - July 2014
Standard Chartered Bank August 2010 - December 2011
Skills
Management Consulting, Retail Banking, Strategy, Business Analysis, Business Planning, Due Diligence, Telecommunications, Strategic Planning, Financial Analysis, Financial Modeling, Corporate Finance, Credit Risk, Financial Markets, Oral & Written..., Presenting to Clients, Client Relations Skills
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
American University of Beirut 2006 — 2010
Bachelor of Engineering, Mechanical Engineering
International College 1999 — 2006
Lebanese Baccalaureate, General Sciences
J.P. Morgan June 2015 - August 2015
Oliver Wyman January 2012 - July 2014
Standard Chartered Bank August 2010 - December 2011
Skills
Management Consulting, Retail Banking, Strategy, Business Analysis, Business Planning, Due Diligence, Telecommunications, Strategic Planning, Financial Analysis, Financial Modeling, Corporate Finance, Credit Risk, Financial Markets, Oral & Written..., Presenting to Clients, Client Relations Skills
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
American University of Beirut 2006 — 2010
Bachelor of Engineering, Mechanical Engineering
International College 1999 — 2006
Lebanese Baccalaureate, General Sciences
Claudia Escudero Claudia Escudero's J.P. Morgan Experience June 2015 - July 2015
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Higher Education
Experience
J.P. Morgan June 2015 - July 2015
US-MEX Forum for Cooperation, Understanding, & Solidarity (FoCUS) January 2014 - November 2014
Emetec S.A. de C.V. July 2014 - August 2014
Cloudy, Inc. January 2014 - May 2014
Fluent Grp September 2013 - October 2013
Skills
Good communication and..., Good organizational..., Basic Computer Skills:..., Marketing Strategy, Customer Satisfaction, Entrepreneurship, Marketing, Microsoft Word, PowerPoint, Program Management, Research
Education
University of Pennsylvania - The Wharton School 2012 — 2016
BS Economics; Finance/Operations and Decision Processes Management, Minor in International Development
Vincent Memorial High School 2009 — 2012
High School Diploma
J.P. Morgan June 2015 - July 2015
US-MEX Forum for Cooperation, Understanding, & Solidarity (FoCUS) January 2014 - November 2014
Emetec S.A. de C.V. July 2014 - August 2014
Cloudy, Inc. January 2014 - May 2014
Fluent Grp September 2013 - October 2013
Skills
Good communication and..., Good organizational..., Basic Computer Skills:..., Marketing Strategy, Customer Satisfaction, Entrepreneurship, Marketing, Microsoft Word, PowerPoint, Program Management, Research
Education
University of Pennsylvania - The Wharton School 2012 — 2016
BS Economics; Finance/Operations and Decision Processes Management, Minor in International Development
Vincent Memorial High School 2009 — 2012
High School Diploma
Danielle Garson Danielle Garson's J.P. Morgan Experience July 2015 - Present
Job Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2015 - Present
JPMorgan Chase July 2012 - Present
JP Morgan Asset Management 2011 - 2011
PNC May 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
J.P. Morgan July 2015 - Present
JPMorgan Chase July 2012 - Present
JP Morgan Asset Management 2011 - 2011
PNC May 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Finance and Marketing
Franklin Bi Franklin Bi's J.P. Morgan Experience September 2011 - Present
Job Corporate & Investment Bank Strategy at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2011 - Present
Center for Literacy October 2013 - June 2014
ff Venture Capital June 2011 - September 2011
J.P. Morgan June 2010 - August 2010
GT Research May 2009 - April 2010
Morgan Stanley Smith Barney September 2006 - July 2007
Skills
Competitive Analysis, Financial Modeling, Venture Capital, Strategy, Business Development, Business Strategy, Emerging Technologies, Operational Improvement, Data Analysis, Profitability Analysis, Product Management, Financial Analysis, Requirements Gathering, Leadership Development, Microsoft Access, Market Research, Business Planning, Investments, Portfolio Management, Finance, Management Consulting, Investment Banking, Leadership, Valuation, Private Equity, Emerging Markets, Corporate Finance, Start-ups, Financial Services
Education
Wharton School, University of Pennsylvania 2007 — 2011
B.S. Economics, with concentrations in Finance, Management, Entrepreneurship and Innovation
Hunter College High School 2001 — 2007
J.P. Morgan September 2011 - Present
Center for Literacy October 2013 - June 2014
ff Venture Capital June 2011 - September 2011
J.P. Morgan June 2010 - August 2010
GT Research May 2009 - April 2010
Morgan Stanley Smith Barney September 2006 - July 2007
Skills
Competitive Analysis, Financial Modeling, Venture Capital, Strategy, Business Development, Business Strategy, Emerging Technologies, Operational Improvement, Data Analysis, Profitability Analysis, Product Management, Financial Analysis, Requirements Gathering, Leadership Development, Microsoft Access, Market Research, Business Planning, Investments, Portfolio Management, Finance, Management Consulting, Investment Banking, Leadership, Valuation, Private Equity, Emerging Markets, Corporate Finance, Start-ups, Financial Services
Education
Wharton School, University of Pennsylvania 2007 — 2011
B.S. Economics, with concentrations in Finance, Management, Entrepreneurship and Innovation
Hunter College High School 2001 — 2007
Stephanie (Yarcia) Little Stephanie (Yarcia) Little's J.P. Morgan Experience April 2014 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
J.P. Morgan 2011 - 2014
Barclays Investment Bank 2008 - 2011
Lehman Brothers 2004 - 2008
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Economics and Communication, Summa Cum Laude
J.P. Morgan April 2014 - Present
J.P. Morgan 2011 - 2014
Barclays Investment Bank 2008 - 2011
Lehman Brothers 2004 - 2008
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Economics and Communication, Summa Cum Laude
Shorya Mantry's J.P. Morgan Experience June 2015 - August 2015
Job Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2015 - August 2015
Mufson Howe Hunter & Company May 2015 - June 2015
The Horton Fund February 2015 - May 2015
BNY Mellon June 2014 - August 2014
Princeton University June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (B.S.), Economics, Concentration in Finance
University of Pennsylvania 2013 — 2017
Bachelor of Applied Science (B.A.S.), Computer Science, Minor in Mathematics
West Windsor Plainsboro High School South 2009 — 2013
J.P. Morgan June 2015 - August 2015
Mufson Howe Hunter & Company May 2015 - June 2015
The Horton Fund February 2015 - May 2015
BNY Mellon June 2014 - August 2014
Princeton University June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (B.S.), Economics, Concentration in Finance
University of Pennsylvania 2013 — 2017
Bachelor of Applied Science (B.A.S.), Computer Science, Minor in Mathematics
West Windsor Plainsboro High School South 2009 — 2013
Anna Pham's J.P. Morgan Experience September 2012 - August 2014
Job Strategy Associate at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
J.P. Morgan September 2012 - August 2014
J.P. Morgan June 2011 - August 2011
Ultra Electronics Advanced Tactical Systems June 2010 - September 2010
Skills
Microsoft Office, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Data Analysis, Marketing Research, PowerPoint, Corporate Finance, Microsoft Excel, Research, Due Diligence, Economics, VBA, Strategy
Education
University of Pennsylvania - The Wharton School
JPMorgan Chase & Co. September 2014 - Present
J.P. Morgan September 2012 - August 2014
J.P. Morgan June 2011 - August 2011
Ultra Electronics Advanced Tactical Systems June 2010 - September 2010
Skills
Microsoft Office, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Data Analysis, Marketing Research, PowerPoint, Corporate Finance, Microsoft Excel, Research, Due Diligence, Economics, VBA, Strategy
Education
University of Pennsylvania - The Wharton School
David Portnoy David Portnoy's J.P. Morgan Experience June 2011 - June 2013
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
The Wharton School August 2015 - Present
American Securities August 2013 - July 2015
J.P. Morgan June 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Monness, Crespi, Hardt June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Horace Greeley High School 2003 — 2007
The Wharton School August 2015 - Present
American Securities August 2013 - July 2015
J.P. Morgan June 2011 - June 2013
UBS Investment Bank June 2010 - August 2010
Monness, Crespi, Hardt June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Horace Greeley High School 2003 — 2007
Aymen Saleem's J.P. Morgan Experience June 2015 - Present
Job Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2015 - Present
Alum Time January 2014 - Present
Ministry of Planning and Development Pakistan July 2014 - August 2014
Business Plus 2012 - 2013
Skills
Entrepreneurship, Business Strategy, Public Speaking, Consulting, Microsoft Office, Leadership, Interviews, Start-ups, JMP, Communication, Strategic Planning, Business Ideas, Negotiation, Marketing, Strategic Partnerships, Public Relations
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, Management and Finance at Wharton and Political Science in the College of Arts and Sciences
Karachi Grammar School 2008 — 2012
High School, A'Levels(Grade): Mathematics(A), Economics(A), World History(A*), English Literature(A*) and Urdu(A)
J.P. Morgan June 2015 - Present
Alum Time January 2014 - Present
Ministry of Planning and Development Pakistan July 2014 - August 2014
Business Plus 2012 - 2013
Skills
Entrepreneurship, Business Strategy, Public Speaking, Consulting, Microsoft Office, Leadership, Interviews, Start-ups, JMP, Communication, Strategic Planning, Business Ideas, Negotiation, Marketing, Strategic Partnerships, Public Relations
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor's Degree, Management and Finance at Wharton and Political Science in the College of Arts and Sciences
Karachi Grammar School 2008 — 2012
High School, A'Levels(Grade): Mathematics(A), Economics(A), World History(A*), English Literature(A*) and Urdu(A)
Leigha Mataosky Leigha Mataosky's J.P. Morgan Experience July 2013 - Present
Job Private Banking Analyst
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Doyle Real Estate Advisors, LLC February 2011 - March 2011
Charleston County Public Defenders May 2010 - August 2010
Skills
Public Speaking, Microsoft Office, Spanish, Bloomberg Terminal, Investments
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Cum Laude
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Doyle Real Estate Advisors, LLC February 2011 - March 2011
Charleston County Public Defenders May 2010 - August 2010
Skills
Public Speaking, Microsoft Office, Spanish, Bloomberg Terminal, Investments
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Cum Laude
Avi Korn's J.P. Morgan Experience 2000 - 2008
Job Portfolio Manager at BlueMountain Capital Management
Industry
Experience
BlueMountain Capital Management 2008 - Present
J.P. Morgan 2000 - 2008
Skills
Alternative Investments, Fixed Income, Investments, Asset Management, Hedge Funds, Asset Managment, Equities, Portfolio Management, Capital Markets, Derivatives, Structured Products, Financial Modeling
Education
Wharton School, University of Pennsylvania
BlueMountain Capital Management 2008 - Present
J.P. Morgan 2000 - 2008
Skills
Alternative Investments, Fixed Income, Investments, Asset Management, Hedge Funds, Asset Managment, Equities, Portfolio Management, Capital Markets, Derivatives, Structured Products, Financial Modeling
Education
Wharton School, University of Pennsylvania
Mark Yoshitake Mark Yoshitake's J.P. Morgan Experience 2000 - 2000
Job VP of Products @ Kifi
Industry Information Technology and Services
Experience
Kifi April 2014 - Present
Google 2011 - 2014
YouTube 2007 - 2011
Google 2006 - 2008
Google 2006 - 2008
Google 2003 - 2006
Microsoft 2000 - 2003
J.P. Morgan 2000 - 2000
Goldman Sachs 1999 - 1999
The Y Group (formerly Linx Corp) 1997 - 1999
Skills
Product Management, Strategic Partnerships, Digital Media, Start-ups, Product Design, Strategy, Business Development, Analytics, Online Advertising, Cloud Computing, Cross-functional Team..., Management, Scalability, E-commerce, Product Development, SaaS
Education
University of Pennsylvania 1996 — 2000
Bachelor of Science in Engineering, Computer Science
Harvard-Westlake School
Kifi April 2014 - Present
Google 2011 - 2014
YouTube 2007 - 2011
Google 2006 - 2008
Google 2006 - 2008
Google 2003 - 2006
Microsoft 2000 - 2003
J.P. Morgan 2000 - 2000
Goldman Sachs 1999 - 1999
The Y Group (formerly Linx Corp) 1997 - 1999
Skills
Product Management, Strategic Partnerships, Digital Media, Start-ups, Product Design, Strategy, Business Development, Analytics, Online Advertising, Cloud Computing, Cross-functional Team..., Management, Scalability, E-commerce, Product Development, SaaS
Education
University of Pennsylvania 1996 — 2000
Bachelor of Science in Engineering, Computer Science
Harvard-Westlake School
Da Che's J.P. Morgan Experience May 2013 - Present
Job Asset Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
UBS Investment Bank 2012 - 2012
Roth Capital Partners July 2011 - August 2011
IL Hedge Investments May 2011 - July 2011
Helios Capital Management Co. Ltd. June 2010 - July 2010
Morgan Stanley October 2008 - December 2008
Skills
Excel, Matlab, JMP, Corporate Finance, Financial Modeling, Microsoft Excel, Valuation, VBA
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, FINANCE
J.P. Morgan May 2013 - Present
UBS Investment Bank 2012 - 2012
Roth Capital Partners July 2011 - August 2011
IL Hedge Investments May 2011 - July 2011
Helios Capital Management Co. Ltd. June 2010 - July 2010
Morgan Stanley October 2008 - December 2008
Skills
Excel, Matlab, JMP, Corporate Finance, Financial Modeling, Microsoft Excel, Valuation, VBA
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, FINANCE
Elizabeth Fuerbacher's J.P. Morgan Experience June 2013 - July 2013
Job Structured Products Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Century 21 Homes of Distinction Real Estate July 2009 - November 2014
Brown University June 2012 - December 2013
J.P. Morgan June 2013 - July 2013
Personal Real Estate-Focused Investment Portfolio June 2012 - June 2013
Tungsten Partners November 2011 - June 2012
Skills
Corporate Finance, Research, Financial Modeling, Investments, Real Estate, Real Estate License, Editing, Investment Banking, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Negotiation, Customer Service, English, Teamwork, Legal Writing, Teaching
Education
Brown University 2012 — 2013
Bachelor of Arts (A.B.), magna cum laude, Economics, 4.0/4.0
University of Pennsylvania - The Wharton School 2010 — 2011
Bachelor of Science (B.S.), Economics
Morgan Stanley June 2014 - Present
Century 21 Homes of Distinction Real Estate July 2009 - November 2014
Brown University June 2012 - December 2013
J.P. Morgan June 2013 - July 2013
Personal Real Estate-Focused Investment Portfolio June 2012 - June 2013
Tungsten Partners November 2011 - June 2012
Skills
Corporate Finance, Research, Financial Modeling, Investments, Real Estate, Real Estate License, Editing, Investment Banking, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Negotiation, Customer Service, English, Teamwork, Legal Writing, Teaching
Education
Brown University 2012 — 2013
Bachelor of Arts (A.B.), magna cum laude, Economics, 4.0/4.0
University of Pennsylvania - The Wharton School 2010 — 2011
Bachelor of Science (B.S.), Economics
Kunal Karki's J.P. Morgan Experience June 2010 - August 2010
Job Associate at Warburg Pincus LLC
Industry Investment Banking
Experience
Warburg Pincus LLC July 2014 - Present
Evercore Partners June 2011 - June 2014
J.P. Morgan June 2010 - August 2010
GE Capital August 2009 - November 2009
Mackenzie Investments June 2008 - August 2008
Mackenzie Investments July 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance & Accounting
University of New South Wales
Study abroad program
University of Pennsylvania
Warburg Pincus LLC July 2014 - Present
Evercore Partners June 2011 - June 2014
J.P. Morgan June 2010 - August 2010
GE Capital August 2009 - November 2009
Mackenzie Investments June 2008 - August 2008
Mackenzie Investments July 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance & Accounting
University of New South Wales
Study abroad program
University of Pennsylvania
Bill O'Grady Bill O'Grady's J.P. Morgan Experience June 2009 - June 2011
Job Director Growth Opportunities at Alcoa (Kawneer)
Industry Mining & Metals
Experience
Alcoa August 2015 - Present
Alcoa May 2014 - July 2014
Alcoa September 2012 - June 2013
Alcoa August 2011 - September 2012
J.P. Morgan June 2009 - June 2011
Skills
Valuation, Cross-border..., Investment Banking, Close Attention to..., Analysis, Greater China
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Management
Villanova University 2005 — 2009
Bachelor of Science (BS), Economics
Fudan
Alcoa August 2015 - Present
Alcoa May 2014 - July 2014
Alcoa September 2012 - June 2013
Alcoa August 2011 - September 2012
J.P. Morgan June 2009 - June 2011
Skills
Valuation, Cross-border..., Investment Banking, Close Attention to..., Analysis, Greater China
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Management
Villanova University 2005 — 2009
Bachelor of Science (BS), Economics
Fudan
Nancy Jin Nancy Jin's J.P. Morgan Experience June 2012 - June 2014
Job Associate at TowerBrook Capital Partners
Industry Financial Services
Experience
TowerBrook Capital Partners L.P. August 2014 - Present
J.P. Morgan June 2012 - June 2014
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Corporate Finance, Financial Analysis, Private Equity, Emerging Markets, Due Diligence, Economics, Capital IQ, VBA
Education
University of Pennsylvania 2008 — 2012
Huntsman Program in International Studies and Business
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.) in Economics
Hershey High School
TowerBrook Capital Partners L.P. August 2014 - Present
J.P. Morgan June 2012 - June 2014
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Corporate Finance, Financial Analysis, Private Equity, Emerging Markets, Due Diligence, Economics, Capital IQ, VBA
Education
University of Pennsylvania 2008 — 2012
Huntsman Program in International Studies and Business
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.) in Economics
Hershey High School
William Stone William Stone's J.P. Morgan Experience June 2010 - August 2010
Job Intern at U.S. Department of Justice
Industry Legal Services
Experience
U.S. Department of Justice, Civil Rights Division, Educational Opportunities Section May 2015 - July 2015
Ron Brown Scholar Program 2008 - 2015
Ron Brown Scholar Program 2008 - 2015
The Lawrenceville School 2012 - June 2014
The Lawrenceville School Camp June 2013 - August 2013
J.P. Morgan June 2010 - August 2010
NJ SEEDS July 2009 - August 2009
Credit Suisse June 2006 - August 2006
Skills
Editing, Community Outreach, English, Fundraising, Grant Writing, Tutoring, Curriculum Design, Curriculum Development, Higher Education, Nonprofits
Education
Yale Law School 2014 — 2017
Juris Doctor (J.D.)
University of Pennsylvania 2012 — 2014
Master of Science in Education (M.S.Ed), Education
Yale University 2008 — 2012
Bachelor of Arts (B.A.), English
The Lawrenceville School 2004 — 2008
U.S. Department of Justice, Civil Rights Division, Educational Opportunities Section May 2015 - July 2015
Ron Brown Scholar Program 2008 - 2015
Ron Brown Scholar Program 2008 - 2015
The Lawrenceville School 2012 - June 2014
The Lawrenceville School Camp June 2013 - August 2013
J.P. Morgan June 2010 - August 2010
NJ SEEDS July 2009 - August 2009
Credit Suisse June 2006 - August 2006
Skills
Editing, Community Outreach, English, Fundraising, Grant Writing, Tutoring, Curriculum Design, Curriculum Development, Higher Education, Nonprofits
Education
Yale Law School 2014 — 2017
Juris Doctor (J.D.)
University of Pennsylvania 2012 — 2014
Master of Science in Education (M.S.Ed), Education
Yale University 2008 — 2012
Bachelor of Arts (B.A.), English
The Lawrenceville School 2004 — 2008
Roshumba Llewellyn Roshumba Llewellyn's J.P. Morgan Experience June 2015 - July 2015
Job Campus Campaign Coordinator at Teach For America
Industry Marketing and Advertising
Experience
University of Pennsylvania College House Computing August 2014 - Present
Teach For America March 2014 - Present
J.P. Morgan June 2015 - July 2015
Prep for Prep June 2014 - August 2014
University of Pennsylvania College House Computing January 2014 - May 2014
University of Pennsylvania College House Computing August 2013 - January 2014
Prep for Prep June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
New York Public Interest Research Group (NYPIRG) June 2011 - August 2011
Skills
Microsoft Office, French, Microsoft Word, PowerPoint, Microsoft Excel, English, Teamwork, Networking
Education
University of Pennsylvania 2013 — 2017
Bachelor of Arts (B.A.), History, French Minor
Phillips Exeter Academy 2009 — 2013
High School Diploma
School Year Abroad 2012 — 2013
French, Certificate of Completion
Prep for Prep
University of Pennsylvania College House Computing August 2014 - Present
Teach For America March 2014 - Present
J.P. Morgan June 2015 - July 2015
Prep for Prep June 2014 - August 2014
University of Pennsylvania College House Computing January 2014 - May 2014
University of Pennsylvania College House Computing August 2013 - January 2014
Prep for Prep June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
New York Public Interest Research Group (NYPIRG) June 2011 - August 2011
Skills
Microsoft Office, French, Microsoft Word, PowerPoint, Microsoft Excel, English, Teamwork, Networking
Education
University of Pennsylvania 2013 — 2017
Bachelor of Arts (B.A.), History, French Minor
Phillips Exeter Academy 2009 — 2013
High School Diploma
School Year Abroad 2012 — 2013
French, Certificate of Completion
Prep for Prep
Hunter McNabb's J.P. Morgan Experience June 2015 - Present
Job
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Skills
Investment Banking, Private Equity, Venture Capital, Due Diligence, Capital Markets, Start-ups, Mergers & Acquisitions, Fixed Income, Analysis, Business Strategy, Consulting, JMP, Business Development, Capital IQ, DCF
Education
University of Pennsylvania - The Wharton School 2011 — 2015
BS, Finance & Entrepreneurship
J.P. Morgan June 2015 - Present
Skills
Investment Banking, Private Equity, Venture Capital, Due Diligence, Capital Markets, Start-ups, Mergers & Acquisitions, Fixed Income, Analysis, Business Strategy, Consulting, JMP, Business Development, Capital IQ, DCF
Education
University of Pennsylvania - The Wharton School 2011 — 2015
BS, Finance & Entrepreneurship
Angela Rice Angela Rice's J.P. Morgan Experience June 2014 - August 2014
Job Associate Consultant at Bain & Company
Industry
Experience
Bain & Company August 2015 - Present
The Wharton School September 2012 - May 2015
J.P. Morgan June 2014 - August 2014
TD June 2013 - August 2013
The Professional Development Group May 2012 - August 2012
Skills
PowerPoint, Social Media, Market Research, Marketing Research, Editing, Spanish, Strategy, Data Analysis, Leadership, Research, Social Networking, Social Media Marketing, Marketing, Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.), Economics
Bethlehem Catholic High School 2007 — 2011
High School Diploma
Bain & Company August 2015 - Present
The Wharton School September 2012 - May 2015
J.P. Morgan June 2014 - August 2014
TD June 2013 - August 2013
The Professional Development Group May 2012 - August 2012
Skills
PowerPoint, Social Media, Market Research, Marketing Research, Editing, Spanish, Strategy, Data Analysis, Leadership, Research, Social Networking, Social Media Marketing, Marketing, Analysis
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor of Science (B.S.), Economics
Bethlehem Catholic High School 2007 — 2011
High School Diploma
Alexander Nikolov's J.P. Morgan Experience June 2014 - August 2014
Job Acquisitions and Asset Managment Associate at Pantzer Properties
Industry Real Estate
Experience
Harvest Equities January 2015 - April 2015
GoldOller Real Estate Investments August 2014 - December 2014
J.P. Morgan June 2014 - August 2014
Deloitte Consulting July 2009 - April 2013
The Abraaj Group February 2012 - August 2012
Skills
Management Consulting, Financial Modeling, Financial Analysis, Strategy, Data Analysis, Valuation, Business Process..., Economics, Corporate Finance, Private Equity, Real Estate, Real Estate Transactions, Research, Investment Banking
Education
University of Pennsylvania - The Lauder Institute 2013 — 2015
Master’s Degree, International Studies
Wharton Business School 2013 — 2015
William & Mary 2005 — 2009
Business Administration, Finance and Economics
London School of Economics
Developmental Economics, Environmental Economics
Harvest Equities January 2015 - April 2015
GoldOller Real Estate Investments August 2014 - December 2014
J.P. Morgan June 2014 - August 2014
Deloitte Consulting July 2009 - April 2013
The Abraaj Group February 2012 - August 2012
Skills
Management Consulting, Financial Modeling, Financial Analysis, Strategy, Data Analysis, Valuation, Business Process..., Economics, Corporate Finance, Private Equity, Real Estate, Real Estate Transactions, Research, Investment Banking
Education
University of Pennsylvania - The Lauder Institute 2013 — 2015
Master’s Degree, International Studies
Wharton Business School 2013 — 2015
William & Mary 2005 — 2009
Business Administration, Finance and Economics
London School of Economics
Developmental Economics, Environmental Economics
Henry Wood's J.P. Morgan Experience June 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
University of Pennsylvania AnalystJ.P. MorganJuly 2013 - Present
J.P. Morgan June 2012 - August 2012
Allstate May 2011 - August 2011
Monroe Capital June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance, Statistics, Legal Studies
University of Pennsylvania AnalystJ.P. MorganJuly 2013 - Present
J.P. Morgan June 2012 - August 2012
Allstate May 2011 - August 2011
Monroe Capital June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance, Statistics, Legal Studies
Krishna Kaliannan Krishna Kaliannan's J.P. Morgan Experience June 2012 - August 2012
Job Founder at New Insurance Co
Industry Internet
Experience
New Insurance Co February 2015 - Present
PropelIQ July 2014 - February 2015
AQR Capital Management July 2013 - July 2014
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
QED Benchmark Fund June 2010 - September 2010
Swift Engineering May 2009 - June 2009
Skills
Start-ups, Entrepreneurship, Python, Matlab, R, Machine Learning, Quantitative Analytics, Statistics, Natural Language..., Java, Ruby on Rails, Web Development, VBA, Algorithms, Analytics, CSS, Business Strategy, Product Development, Leadership, B2B Marketing, Big Data, Statistical Modeling
Education
University of Pennsylvania 2009 — 2013
MSE, Systems Engineering
University of Pennsylvania 2009 — 2013
BSE, Systems Engineering, Mathematics
University of Pennsylvania - The Wharton School 2009 — 2013
BSE, Statistics
New Insurance Co February 2015 - Present
PropelIQ July 2014 - February 2015
AQR Capital Management July 2013 - July 2014
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
QED Benchmark Fund June 2010 - September 2010
Swift Engineering May 2009 - June 2009
Skills
Start-ups, Entrepreneurship, Python, Matlab, R, Machine Learning, Quantitative Analytics, Statistics, Natural Language..., Java, Ruby on Rails, Web Development, VBA, Algorithms, Analytics, CSS, Business Strategy, Product Development, Leadership, B2B Marketing, Big Data, Statistical Modeling
Education
University of Pennsylvania 2009 — 2013
MSE, Systems Engineering
University of Pennsylvania 2009 — 2013
BSE, Systems Engineering, Mathematics
University of Pennsylvania - The Wharton School 2009 — 2013
BSE, Statistics
Randi Nielsen Randi Nielsen's J.P. Morgan Experience 2010 - Present
Job Senior Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan 2010 - Present
UBS Investment Bank 1999 - 2008
Bear Stearns 1994 - 1999
Credit Suisse First Boston 1984 - 1994
Skills
Investments, Structured Finance, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Investment Banking, Equities, Alternative Investments, Bonds, Emerging Markets, Wealth Management, Bloomberg, Valuation, Structured Products, Derivatives, Series 7, Portfolio Management, High Yield, Equity Research, Finance, Securities, Equity Derivatives, Financial Structuring
Education
University of Pennsylvania 1980 — 1984
BSE, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
J.P. Morgan 2010 - Present
UBS Investment Bank 1999 - 2008
Bear Stearns 1994 - 1999
Credit Suisse First Boston 1984 - 1994
Skills
Investments, Structured Finance, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Investment Banking, Equities, Alternative Investments, Bonds, Emerging Markets, Wealth Management, Bloomberg, Valuation, Structured Products, Derivatives, Series 7, Portfolio Management, High Yield, Equity Research, Finance, Securities, Equity Derivatives, Financial Structuring
Education
University of Pennsylvania 1980 — 1984
BSE, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
Julia Peng's J.P. Morgan Experience June 2015 - July 2015
Job Student at the Wharton School
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
The Wharton School April 2014 - February 2015
The Wharton School July 2014 - August 2014
University of Pennsylvania May 2014 - June 2014
University of Pennsylvania October 2013 - June 2014
Law Society of Saskatchewan July 2012 - August 2012
Saskatchewan Elocution & Debate Association July 2011 - August 2011
Skills
Public Speaking, Leadership, Research, Time Management, Public Policy, Fundraising, Social Media, Nonprofits, Event Planning, Data Analysis, Government, Microsoft Office, Analysis, Management, Organizational..., Stata, JMP, R, Microsoft Word, PowerPoint, Python, VBA
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science and Bachelor of Arts (Dual Degree)
Campbell Collegiate 2009 — 2013
International Baccalaureate (IB) Diploma & Saskatchewan Secondary School Diploma
J.P. Morgan June 2015 - July 2015
The Wharton School April 2014 - February 2015
The Wharton School July 2014 - August 2014
University of Pennsylvania May 2014 - June 2014
University of Pennsylvania October 2013 - June 2014
Law Society of Saskatchewan July 2012 - August 2012
Saskatchewan Elocution & Debate Association July 2011 - August 2011
Skills
Public Speaking, Leadership, Research, Time Management, Public Policy, Fundraising, Social Media, Nonprofits, Event Planning, Data Analysis, Government, Microsoft Office, Analysis, Management, Organizational..., Stata, JMP, R, Microsoft Word, PowerPoint, Python, VBA
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science and Bachelor of Arts (Dual Degree)
Campbell Collegiate 2009 — 2013
International Baccalaureate (IB) Diploma & Saskatchewan Secondary School Diploma
Hari Joy's J.P. Morgan Experience June 2015 - July 2015
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
The Wharton School August 2014 - December 2014
Child and Youth Finance International June 2014 - August 2014
Centennial Group Inc June 2013 - August 2013
Dolce Uno June 2011 - September 2012
NC State Government 2010 - 2010
Skills
Public Speaking, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Social Media Marketing, Nonprofits, Statistical Data..., Economic Research, Research, Economics, Teamwork, Strategy
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Economics
Panther Creek High School 2008 — 2012
North Carolina Academic Scholar Diploma
J.P. Morgan June 2015 - July 2015
The Wharton School August 2014 - December 2014
Child and Youth Finance International June 2014 - August 2014
Centennial Group Inc June 2013 - August 2013
Dolce Uno June 2011 - September 2012
NC State Government 2010 - 2010
Skills
Public Speaking, PowerPoint, Leadership, Microsoft Word, Microsoft Excel, Social Media Marketing, Nonprofits, Statistical Data..., Economic Research, Research, Economics, Teamwork, Strategy
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Economics
Panther Creek High School 2008 — 2012
North Carolina Academic Scholar Diploma
Wyatt Ozmore's J.P. Morgan Experience March 2012 - December 2014
Job New Evolution Ventures
Industry Venture Capital & Private Equity
Experience
New Evolution Ventures January 2015 - Present
J.P. Morgan March 2012 - December 2014
Skills
Valuation, Due Diligence, Capital Markets, Financial Modeling, Bloomberg, Portfolio Management, Derivatives, Hedge Funds, Investment Banking, Corporate Finance, Equities, Financial Analysis, Fixed Income, Microsoft Office, Microsoft Excel
Education
University of Pennsylvania 2009 — 2011
Bachelor's Degree, 3.95
New Evolution Ventures January 2015 - Present
J.P. Morgan March 2012 - December 2014
Skills
Valuation, Due Diligence, Capital Markets, Financial Modeling, Bloomberg, Portfolio Management, Derivatives, Hedge Funds, Investment Banking, Corporate Finance, Equities, Financial Analysis, Fixed Income, Microsoft Office, Microsoft Excel
Education
University of Pennsylvania 2009 — 2011
Bachelor's Degree, 3.95
Nicole Baron's J.P. Morgan Experience August 2015 - Present
Job Incoming Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Office Depot May 2013 - July 2013
Shore Excursions Group May 2012 - November 2012
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), Science, Technology, & Society
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Office Depot May 2013 - July 2013
Shore Excursions Group May 2012 - November 2012
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), Science, Technology, & Society
Kacie (Xitong) Nie Kacie (Xitong) Nie's J.P. Morgan Experience June 2015 - August 2015
Job Student at University of Pennsylvania
Industry
Experience
J.P. Morgan June 2015 - August 2015
The Lauder Institute, University of Pennsylvania January 2013 - December 2014
GREE, Inc. May 2014 - July 2014
Southwest Securities Corp., Ltd. July 2013 - August 2013
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics, Finance
University of Pennsylvania 2012 — 2016
Bachelor of Science in Engineering (BSE), Systems Science and Engineering
NUS High School of Math and Science 2008 — 2011
J.P. Morgan June 2015 - August 2015
The Lauder Institute, University of Pennsylvania January 2013 - December 2014
GREE, Inc. May 2014 - July 2014
Southwest Securities Corp., Ltd. July 2013 - August 2013
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics, Finance
University of Pennsylvania 2012 — 2016
Bachelor of Science in Engineering (BSE), Systems Science and Engineering
NUS High School of Math and Science 2008 — 2011
Anastasia Lee Anastasia Lee's J.P. Morgan Experience June 2015 - July 2015
Job Incoming Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Wharton Small Business Development Center March 2014 - Present
J.P. Morgan June 2015 - July 2015
Plated June 2014 - August 2014
Bain & Company February 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Copy Editing, Digital Photography, Financial Modeling, Data Analysis, Strategy, Entrepreneurship, Leadership
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics (B.S.E), Finance, Entrepreneurship & Innovation
Morgan Stanley August 2015 - Present
Wharton Small Business Development Center March 2014 - Present
J.P. Morgan June 2015 - July 2015
Plated June 2014 - August 2014
Bain & Company February 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Copy Editing, Digital Photography, Financial Modeling, Data Analysis, Strategy, Entrepreneurship, Leadership
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics (B.S.E), Finance, Entrepreneurship & Innovation
Harvey Li Harvey Li's J.P. Morgan Experience July 2012 - August 2012
Job Restructuring Analyst at Evercore
Industry Investment Management
Experience
Evercore March 2015 - Present
Grantham, Mayo, Van Otterloo & Co. (GMO LLC) June 2014 - August 2014
P. Schoenfeld Asset Management (PSAM) June 2013 - August 2013
J.P. Morgan July 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2014
Bachelor of Science (B.S.), Economics
International Academy High School 2008 — 2011
Evercore March 2015 - Present
Grantham, Mayo, Van Otterloo & Co. (GMO LLC) June 2014 - August 2014
P. Schoenfeld Asset Management (PSAM) June 2013 - August 2013
J.P. Morgan July 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2014
Bachelor of Science (B.S.), Economics
International Academy High School 2008 — 2011
Santosh Sreenivasan Santosh Sreenivasan's J.P. Morgan Experience June 2002 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2002 - Present
Goldman Sachs June 1998 - May 2002
Education
University of Pennsylvania 1994 — 1998
BS in Economics & BS in Engineering, Finance & Electrical Engineering
J.P. Morgan June 2002 - Present
Goldman Sachs June 1998 - May 2002
Education
University of Pennsylvania 1994 — 1998
BS in Economics & BS in Engineering, Finance & Electrical Engineering
Chris Wichert's J.P. Morgan Experience August 2010 - October 2012
Job CoFounder at Koio Collective
Industry Consumer Goods
Experience
Koio Collective June 2015 - Present
We Are Onyx March 2013 - June 2013
Yunus Social Business October 2012 - January 2013
J.P. Morgan August 2010 - October 2012
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
WHU - Otto Beisheim Graduate School of Management 2007 — 2010
Bachelor's degree, Business Administration and Management, General
2009 — 2009
GSG
Koio Collective June 2015 - Present
We Are Onyx March 2013 - June 2013
Yunus Social Business October 2012 - January 2013
J.P. Morgan August 2010 - October 2012
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
WHU - Otto Beisheim Graduate School of Management 2007 — 2010
Bachelor's degree, Business Administration and Management, General
2009 — 2009
GSG
James D. Ramirez, CIMA James D. Ramirez, CIMA's J.P. Morgan Experience December 2003 - January 2007
Job SVP, National Accounts at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2015 - Present
TIAA-CREF April 2007 - Present
J.P. Morgan December 2003 - January 2007
Dreyfus August 2002 - November 2003
Skills
Series 7, Series 63, Series 24, Series 6, CIMA, Mutual Funds, National Accounts, Alternative Investments, Investments, Investment Strategies, Relationship Management, Wealth Management, Asset Allocation, Financial Services, Securities, 401k, Asset Managment, Private Banking, Investment Advisory, Life Insurance, Asset Management, Fixed Income, Equities, Series 65
Education
Carleton College 1996 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Nuveen Investments January 2015 - Present
TIAA-CREF April 2007 - Present
J.P. Morgan December 2003 - January 2007
Dreyfus August 2002 - November 2003
Skills
Series 7, Series 63, Series 24, Series 6, CIMA, Mutual Funds, National Accounts, Alternative Investments, Investments, Investment Strategies, Relationship Management, Wealth Management, Asset Allocation, Financial Services, Securities, 401k, Asset Managment, Private Banking, Investment Advisory, Life Insurance, Asset Management, Fixed Income, Equities, Series 65
Education
Carleton College 1996 — 1999
Bachelor of Arts (B.A.), Political Science and Government
University of Pennsylvania - The Wharton School
Mike H. Chen Mike H. Chen's J.P. Morgan Experience June 2013 - August 2014
Job Private Equity Associate at BC Partners
Industry Financial Services
Experience
BC Partners September 2014 - Present
J.P. Morgan June 2013 - August 2014
J.P. Morgan June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, Finance, Statistics
University of Pennsylvania 2009 — 2013
BA, Anthropology, Mathematics (Minor)
BC Partners September 2014 - Present
J.P. Morgan June 2013 - August 2014
J.P. Morgan June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS, Finance, Statistics
University of Pennsylvania 2009 — 2013
BA, Anthropology, Mathematics (Minor)
Daniel Weissfisch's J.P. Morgan Experience May 2015 - Present
Job Asset Management at JP Morgan Chase
Industry Banking
Experience
J.P. Morgan May 2015 - Present
PlayCrowd August 2014 - January 2015
Edmond de Rothschild Capital Holdings Limited June 2014 - August 2014
Dazia Energy May 2011 - November 2012
Summit Enterprise September 2010 - September 2012
The Ivy Scholars Program at Yale University June 2011 - July 2011
Skills
International Relations
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Arts and Bachelor of Science, Huntsman Program in International Studies and Business
St. Paul's School 2007 — 2012
J.P. Morgan May 2015 - Present
PlayCrowd August 2014 - January 2015
Edmond de Rothschild Capital Holdings Limited June 2014 - August 2014
Dazia Energy May 2011 - November 2012
Summit Enterprise September 2010 - September 2012
The Ivy Scholars Program at Yale University June 2011 - July 2011
Skills
International Relations
Education
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Arts and Bachelor of Science, Huntsman Program in International Studies and Business
St. Paul's School 2007 — 2012
Danielle Rode Danielle Rode's J.P. Morgan Experience January 2014 - Present
Job J.P. Morgan Managed Solutions Associate
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
General Mills July 2012 - December 2013
General Mills June 2011 - August 2011
Morgan Stanley Smith Barney 2009 - 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Montclair Kimberley Academy 1994 — 2008
High School
J.P. Morgan January 2014 - Present
General Mills July 2012 - December 2013
General Mills June 2011 - August 2011
Morgan Stanley Smith Barney 2009 - 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Montclair Kimberley Academy 1994 — 2008
High School
David Vinnikov David Vinnikov's J.P. Morgan Experience June 2012 - August 2012
Job Investment Analyst at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC July 2013 - July 2015
J.P. Morgan June 2012 - August 2012
Skills
Hedge Funds, Financial Modeling, Valuation, Alternative Investments, Investments, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Economics with concentrations in Finance and Operations & Information Management
Apollo Global Management LLC July 2013 - July 2015
J.P. Morgan June 2012 - August 2012
Skills
Hedge Funds, Financial Modeling, Valuation, Alternative Investments, Investments, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (BS), Economics with concentrations in Finance and Operations & Information Management
Miles Bartholomew's J.P. Morgan Experience June 2015 - Present
Job Incoming Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan June 2015 - Present
NFP March 2014 - August 2014
Beach House Grill May 2013 - May 2014
Pottruck Gymnasium October 2012 - February 2014
Skills
Microsoft Excel, Microsoft Office, Mutual Funds, Economics, 401k, RFP, Cost Reporting, 403 b, Due Diligence, Teamwork
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Political Economy
St. Francis High School
University of Pennsylvania
J.P. Morgan June 2015 - Present
NFP March 2014 - August 2014
Beach House Grill May 2013 - May 2014
Pottruck Gymnasium October 2012 - February 2014
Skills
Microsoft Excel, Microsoft Office, Mutual Funds, Economics, 401k, RFP, Cost Reporting, 403 b, Due Diligence, Teamwork
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Political Economy
St. Francis High School
University of Pennsylvania
Joo Mi Kim Joo Mi Kim's J.P. Morgan Experience July 2008 - June 2009
Job at
Industry Computer Software
Experience
Zynga July 2015 - Present
MongoLab November 2014 - Present
Anaplan November 2014 - June 2015
MongoLab April 2012 - October 2014
Foros September 2009 - March 2012
J.P. Morgan July 2008 - June 2009
J.P. Morgan June 2007 - August 2007
Ernst & Young April 2003 - May 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance and Strategic Management
University of Chicago 1999 — 2003
BA, Economics
Zynga July 2015 - Present
MongoLab November 2014 - Present
Anaplan November 2014 - June 2015
MongoLab April 2012 - October 2014
Foros September 2009 - March 2012
J.P. Morgan July 2008 - June 2009
J.P. Morgan June 2007 - August 2007
Ernst & Young April 2003 - May 2006
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance and Strategic Management
University of Chicago 1999 — 2003
BA, Economics
Yeenee Kim Leri Yeenee Kim Leri's J.P. Morgan Experience 2013 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2013 - Present
Goldman Sachs July 2004 - 2013
Goldman Sachs June 2003 - August 2003
Skills
Hedge Funds, Private Equity, Equities, Alternative Investments, Trading, Finance, Capital Markets, Fixed Income, Bloomberg, Investment Banking, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 2000 — 2004
BS in Economics, Finance / Japanese Minor
J.P. Morgan 2013 - Present
Goldman Sachs July 2004 - 2013
Goldman Sachs June 2003 - August 2003
Skills
Hedge Funds, Private Equity, Equities, Alternative Investments, Trading, Finance, Capital Markets, Fixed Income, Bloomberg, Investment Banking, Equity Derivatives
Education
University of Pennsylvania - The Wharton School 2000 — 2004
BS in Economics, Finance / Japanese Minor
Luther Zhao Luther Zhao's J.P. Morgan Experience June 2012 - August 2012
Job Analyst at TABB Group
Industry Financial Services
Experience
TABB Group April 2014 - Present
T3 Trading Group, LLC June 2013 - February 2014
J.P. Morgan June 2012 - August 2012
Falcon Management May 2011 - August 2011
LIM Advisors July 2010 - September 2010
Altai Capital Management May 2010 - July 2010
Skills
Derivatives, FX, Trading, Bloomberg, Fixed Income, Equities, Hedge Funds, Financial Modeling, Investment Banking, Capital Markets, Commodity, Corporate Finance, Interest Rate..., Equity Trading, Trading Systems, Investments, Emerging Markets, Bonds, Asset Managment, Equity Derivatives, Alternative Investments, Asset Management, FX Options, FX trading, Financial Markets, Bloomberg Terminal, Options, Foreign Exchange, Financial Analysis, Risk Assessment
Education
University of Pennsylvania 2009 — 2013
Bachelor's Degree, Finance, 3.9
St. George's School 2004 — 2009
TABB Group April 2014 - Present
T3 Trading Group, LLC June 2013 - February 2014
J.P. Morgan June 2012 - August 2012
Falcon Management May 2011 - August 2011
LIM Advisors July 2010 - September 2010
Altai Capital Management May 2010 - July 2010
Skills
Derivatives, FX, Trading, Bloomberg, Fixed Income, Equities, Hedge Funds, Financial Modeling, Investment Banking, Capital Markets, Commodity, Corporate Finance, Interest Rate..., Equity Trading, Trading Systems, Investments, Emerging Markets, Bonds, Asset Managment, Equity Derivatives, Alternative Investments, Asset Management, FX Options, FX trading, Financial Markets, Bloomberg Terminal, Options, Foreign Exchange, Financial Analysis, Risk Assessment
Education
University of Pennsylvania 2009 — 2013
Bachelor's Degree, Finance, 3.9
St. George's School 2004 — 2009
Juan Ricardo Corina Juan Ricardo Corina'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
Capital Markets CBSA July 2013 - August 2013
PwC May 2013 - June 2013
Citi June 2012 - August 2012
Banco Central del Paraguay May 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Social Media, Data Analysis, Photoshop, Economics, Valuation, Public Speaking, Financial Analysis, Market Research, Entrepreneurship, Spanish, Marketing Strategy, Strategic Planning
Education
University of Pennsylvania
University of Pennsylvania - The Wharton School 2011 — 2015
BA / BScE, Huntsman Program in International Studies & Business
American School of Asuncion 1997 — 2011
High School Diploma
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Capital Markets CBSA July 2013 - August 2013
PwC May 2013 - June 2013
Citi June 2012 - August 2012
Banco Central del Paraguay May 2012 - June 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Social Media, Data Analysis, Photoshop, Economics, Valuation, Public Speaking, Financial Analysis, Market Research, Entrepreneurship, Spanish, Marketing Strategy, Strategic Planning
Education
University of Pennsylvania
University of Pennsylvania - The Wharton School 2011 — 2015
BA / BScE, Huntsman Program in International Studies & Business
American School of Asuncion 1997 — 2011
High School Diploma
Ann Wirry Ann Wirry's J.P. Morgan Experience June 2010 - August 2010
Job Senior Associate at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates July 2014 - Present
Goldman Sachs July 2011 - June 2014
University of Pennsylvania January 2010 - May 2011
J.P. Morgan June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Bachelor of Science (BS), Accounting and Finance
Vanderbilt University 2007 — 2008
Bridgewater Associates July 2014 - Present
Goldman Sachs July 2011 - June 2014
University of Pennsylvania January 2010 - May 2011
J.P. Morgan June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Bachelor of Science (BS), Accounting and Finance
Vanderbilt University 2007 — 2008
Daniel Weng Daniel Weng's J.P. Morgan Experience July 2014 - August 2014
Job Investment Banking Summer Analyst at Greenhill & Co.
Industry Financial Services
Experience
Greenhill & Co. June 2015 - Present
J.P. Morgan July 2014 - August 2014
Omega Proprietary Trading June 2014 - June 2014
CIMB May 2014 - June 2014
J.P. Morgan June 2013 - August 2013
Skills
Spanish
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance
Collegiate School 2007 — 2013
Greenhill & Co. June 2015 - Present
J.P. Morgan July 2014 - August 2014
Omega Proprietary Trading June 2014 - June 2014
CIMB May 2014 - June 2014
J.P. Morgan June 2013 - August 2013
Skills
Spanish
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (B.S.), Accounting and Finance
Collegiate School 2007 — 2013
Luna Rao Luna Rao's J.P. Morgan Experience June 2013 - August 2013
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2014 - Present
UBS January 2014 - May 2014
J.P. Morgan June 2013 - August 2013
IAC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Finance and Marketing
Bain & Company September 2014 - Present
UBS January 2014 - May 2014
J.P. Morgan June 2013 - August 2013
IAC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Finance and Marketing
Jason Patterson Jason Patterson's J.P. Morgan Experience June 2012 - June 2014
Job Analyst at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group June 2014 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
U.S. Bankruptcy Court, District of Delaware June 2009 - August 2009
The Caesar Rodney Institute May 2009 - August 2009
Morris, Nichols, Arsht, and Tunnell June 2008 - August 2008
Skills
Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Data Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Finance, Investments, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance; Philosophy, Summa cum laude
Salesianum School 2004 — 2008
High School
Fortress Investment Group June 2014 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
U.S. Bankruptcy Court, District of Delaware June 2009 - August 2009
The Caesar Rodney Institute May 2009 - August 2009
Morris, Nichols, Arsht, and Tunnell June 2008 - August 2008
Skills
Management, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Data Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Finance, Investments, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance; Philosophy, Summa cum laude
Salesianum School 2004 — 2008
High School
Timothy Gamache Timothy Gamache's J.P. Morgan Experience July 2006 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2006 - Present
Skills
Equities, Hedge Funds
Education
University of Pennsylvania 2002 — 2006
Bachelors of Science in Economics, Finance and Business & Public Policy
J.P. Morgan July 2006 - Present
Skills
Equities, Hedge Funds
Education
University of Pennsylvania 2002 — 2006
Bachelors of Science in Economics, Finance and Business & Public Policy
Emily Wolf Emily Wolf's J.P. Morgan Experience September 2014 - Present
Job Public Finance Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Barclays August 2013 - August 2014
Barclays Capital June 2012 - August 2013
Barclays June 2011 - August 2011
Fieldstone Private Capital Group, Inc. June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance, General
J.P. Morgan September 2014 - Present
Barclays August 2013 - August 2014
Barclays Capital June 2012 - August 2013
Barclays June 2011 - August 2011
Fieldstone Private Capital Group, Inc. June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Mainak Datta Mainak Datta's J.P. Morgan Experience July 2015 - Present
Job Application Developer at J.P Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
University of Pennsylvania September 2010 - May 2015
University of Pennsylvania January 2012 - December 2014
J.P. Morgan May 2014 - August 2014
AT&T June 2013 - August 2013
Comcast June 2012 - August 2012
Skills
Java, Python, C, Linux, Eclipse, Github, Android Development, PHP, Teaching, Microsoft Office, HTML, C++, JavaScript, Customer Service, GWT
Education
University of Pennsylvania 2010 — 2015
Master's degree, Computer Science
University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Computer Science
J.R Masterman High School 2006 — 2010
J.P. Morgan July 2015 - Present
University of Pennsylvania September 2010 - May 2015
University of Pennsylvania January 2012 - December 2014
J.P. Morgan May 2014 - August 2014
AT&T June 2013 - August 2013
Comcast June 2012 - August 2012
Skills
Java, Python, C, Linux, Eclipse, Github, Android Development, PHP, Teaching, Microsoft Office, HTML, C++, JavaScript, Customer Service, GWT
Education
University of Pennsylvania 2010 — 2015
Master's degree, Computer Science
University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Computer Science
J.R Masterman High School 2006 — 2010
Chintan Mehta, CFA's J.P. Morgan Experience June 2010 - August 2010
Job Associate, Surveyor Capital (Citadel LLC)
Industry Financial Services
Experience
Citadel LLC July 2011 - Present
J.P. Morgan June 2010 - August 2010
Barclays Capital May 2010 - June 2010
BlackRock June 2009 - September 2009
Education
University of Pennsylvania - The Wharton School 2008 — 2011
BSc
St. Mary's International School 1996 — 2008
Citadel LLC July 2011 - Present
J.P. Morgan June 2010 - August 2010
Barclays Capital May 2010 - June 2010
BlackRock June 2009 - September 2009
Education
University of Pennsylvania - The Wharton School 2008 — 2011
BSc
St. Mary's International School 1996 — 2008
Daniel Cervoni Daniel Cervoni's J.P. Morgan Experience May 2014 - August 2014
Job Discovery, Client Engagement at PopDeem
Industry Online Media
Experience
Leading Miami Inc. January 2010 - Present
Popdeem May 2015 - August 2015
RedCup June 2013 - December 2014
J.P. Morgan May 2014 - August 2014
Inktel June 2012 - August 2012
Skills
Leadership Development, Team Leadership, Project Management, Nonprofits
Education
Wharton Business School 2012 — 2016
Bachelor of Science in Economics, Entrepreneurial Management
Leading Miami Inc. January 2010 - Present
Popdeem May 2015 - August 2015
RedCup June 2013 - December 2014
J.P. Morgan May 2014 - August 2014
Inktel June 2012 - August 2012
Skills
Leadership Development, Team Leadership, Project Management, Nonprofits
Education
Wharton Business School 2012 — 2016
Bachelor of Science in Economics, Entrepreneurial Management
Arjun Bhimavarapu Arjun Bhimavarapu's J.P. Morgan Experience 2010 - 2011
Job VP, Sales and Marketing at Hometeam
Industry Hospital & Health Care
Experience
Hometeam 2014 - Present
Bain Capital Ventures May 2011 - July 2014
mHealth Ventures India May 2011 - July 2011
J.P. Morgan 2010 - 2011
Accel Partners 2009 - 2009
Skills
Deal Sourcing, Principal Investing, LBO, Business Strategy, Strategy
Education
University of Pennsylvania - The Wharton School
B.S. in Economics, Finance, Operations + Information Management
Hometeam 2014 - Present
Bain Capital Ventures May 2011 - July 2014
mHealth Ventures India May 2011 - July 2011
J.P. Morgan 2010 - 2011
Accel Partners 2009 - 2009
Skills
Deal Sourcing, Principal Investing, LBO, Business Strategy, Strategy
Education
University of Pennsylvania - The Wharton School
B.S. in Economics, Finance, Operations + Information Management
Adam Shapiro's J.P. Morgan Experience November 2012 - Present
Job
Industry Capital Markets
Experience
J.P. Morgan November 2012 - Present
Skills
Derivatives, Trading, Equities, FX trading, Currency, FX Options, Options Strategies, Options Pricing, Risk Management, Team Management, Market Making, Derivatives Trading, Fixed Income, Equity Derivatives, Structured Products, Capital Markets, Financial Markets, Electronic Trading, Equity Trading, Proprietary Trading, Hedging, Volatility, Bloomberg, Trading Strategies, Investments, Series 7, Exotic Derivatives, Series 63, Global Macro, Prime Brokerage, Options, Interest Rate..., Trading Systems, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor's Degree
J.P. Morgan November 2012 - Present
Skills
Derivatives, Trading, Equities, FX trading, Currency, FX Options, Options Strategies, Options Pricing, Risk Management, Team Management, Market Making, Derivatives Trading, Fixed Income, Equity Derivatives, Structured Products, Capital Markets, Financial Markets, Electronic Trading, Equity Trading, Proprietary Trading, Hedging, Volatility, Bloomberg, Trading Strategies, Investments, Series 7, Exotic Derivatives, Series 63, Global Macro, Prime Brokerage, Options, Interest Rate..., Trading Systems, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor's Degree
Yen Song's J.P. Morgan Experience 2002 - 2004
Job Investor Relations
Industry Investment Management
Experience
New Vernon Capital April 2007 - Present
JPMorgan Private Bank 2004 - 2007
J.P. Morgan 2002 - 2004
Education
University of Pennsylvania 1998 — 2002
New Vernon Capital April 2007 - Present
JPMorgan Private Bank 2004 - 2007
J.P. Morgan 2002 - 2004
Education
University of Pennsylvania 1998 — 2002
Renee Berman's J.P. Morgan Experience September 1994 - August 1996
Job Chief Operating Officer/ Director at Credit Suisse Equity Derivatives
Industry Financial Services
Experience
Credit Suisse - Equity Derivatives November 2007 - Present
Credit Suisse - Strategic Process Change September 2006 - October 2007
Credit Suisse Americas Foundation/ Credit Suisse Group Foundation July 2004 - August 2006
The Goldman Sachs Foundation June 2002 - June 2004
Bain & Company/ The Bridgespan Group September 1998 - June 2002
J.P. Morgan September 1994 - August 1996
J.P. Morgan September 1991 - August 1994
Education
The University of Chicago, Graduate School of Business 1996 — 1998
MBA, Finance/ Strategic Management, 3.95
University of Pennsylvania - The Wharton School 1987 — 1991
BS Economics, Finance/ Marketing, Cum Laude
Credit Suisse - Equity Derivatives November 2007 - Present
Credit Suisse - Strategic Process Change September 2006 - October 2007
Credit Suisse Americas Foundation/ Credit Suisse Group Foundation July 2004 - August 2006
The Goldman Sachs Foundation June 2002 - June 2004
Bain & Company/ The Bridgespan Group September 1998 - June 2002
J.P. Morgan September 1994 - August 1996
J.P. Morgan September 1991 - August 1994
Education
The University of Chicago, Graduate School of Business 1996 — 1998
MBA, Finance/ Strategic Management, 3.95
University of Pennsylvania - The Wharton School 1987 — 1991
BS Economics, Finance/ Marketing, Cum Laude
Andrea Biernat's J.P. Morgan Experience June 2009 - June 2011
Job Associate at Alvarez & Marsal Capital Partners
Industry Venture Capital & Private Equity
Experience
Alvarez & Marsal Capital Partners July 2013 - Present
Greenbriar Equity Group August 2011 - June 2013
J.P. Morgan June 2009 - June 2011
J.P. Morgan June 2008 - August 2008
FBR June 2007 - August 2007
Chicago Board of Trade June 2004 - August 2005
Education
University of Pennsylvania - The Wharton School 2005 — 2009
M&T, Management, Financial Systems Engineering, Minor in History of Art
Alvarez & Marsal Capital Partners July 2013 - Present
Greenbriar Equity Group August 2011 - June 2013
J.P. Morgan June 2009 - June 2011
J.P. Morgan June 2008 - August 2008
FBR June 2007 - August 2007
Chicago Board of Trade June 2004 - August 2005
Education
University of Pennsylvania - The Wharton School 2005 — 2009
M&T, Management, Financial Systems Engineering, Minor in History of Art
Allen Pan's J.P. Morgan Experience 2000 - 2002
Job Taurus
Industry Real Estate
Experience
Taurus 2007 - Present
J.P. Morgan 2000 - 2002
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS Economics, Finance and Management
Taurus 2007 - Present
J.P. Morgan 2000 - 2002
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS Economics, Finance and Management
Naeema Thompson's J.P. Morgan Experience March 2015 - Present
Job Experienced Events Professional
Industry Events Services
Experience
J.P. Morgan March 2015 - Present
National Basketball Association May 2014 - February 2015
Gilt City June 2013 - February 2014
Major League Baseball November 2006 - May 2013
Goldman Sachs October 2005 - October 2006
Skills
Event Planning, Event Management, Contract Negotiation, RFP Generation, Sponsorship, Sports, Social Media, Sports Marketing, Facebook, PowerPoint, Social Networking, Strategic Planning, Community Outreach, Microsoft Office, Volunteer Management, Microsoft Excel, Budgets, Management
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Sociology
The Dalton School 1997 — 2001
J.P. Morgan March 2015 - Present
National Basketball Association May 2014 - February 2015
Gilt City June 2013 - February 2014
Major League Baseball November 2006 - May 2013
Goldman Sachs October 2005 - October 2006
Skills
Event Planning, Event Management, Contract Negotiation, RFP Generation, Sponsorship, Sports, Social Media, Sports Marketing, Facebook, PowerPoint, Social Networking, Strategic Planning, Community Outreach, Microsoft Office, Volunteer Management, Microsoft Excel, Budgets, Management
Education
University of Pennsylvania 2001 — 2005
Bachelor of Arts (B.A.), Sociology
The Dalton School 1997 — 2001
Eliza Mosurick's J.P. Morgan Experience March 2006 - August 2007
Job Financial Services Professional
Industry Financial Services
Experience
Federal Home Loan Bank of Boston January 2011 - October 2011
Federal Home Loan Bank of Boston January 2010 - January 2011
Federal Home Loan Bank of Boston November 2008 - January 2010
J.P. Morgan March 2006 - August 2007
J.P. Morgan October 2004 - March 2006
J.P. Morgan March 2003 - October 2004
First USA May 2000 - December 2000
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Economics
Federal Home Loan Bank of Boston January 2011 - October 2011
Federal Home Loan Bank of Boston January 2010 - January 2011
Federal Home Loan Bank of Boston November 2008 - January 2010
J.P. Morgan March 2006 - August 2007
J.P. Morgan October 2004 - March 2006
J.P. Morgan March 2003 - October 2004
First USA May 2000 - December 2000
Education
University of Pennsylvania - The Wharton School 1997 — 2001
BS, Economics
Stephanie Withers's J.P. Morgan Experience May 2011 - May 2015
Job Senior Vice President at Bel Air Investment Advisors
Industry Financial Services
Experience
Bel Air Investment Advisors May 2015 - Present
J.P. Morgan May 2011 - May 2015
Goldman Sachs November 2004 - May 2011
Cambridge Associates April 2003 - November 2004
Robertson Stephens July 2000 - July 2002
Education
University of Pennsylvania 1996 — 2000
Bachelor's degree
Phillips Academy 1992 — 1996
Bel Air Investment Advisors May 2015 - Present
J.P. Morgan May 2011 - May 2015
Goldman Sachs November 2004 - May 2011
Cambridge Associates April 2003 - November 2004
Robertson Stephens July 2000 - July 2002
Education
University of Pennsylvania 1996 — 2000
Bachelor's degree
Phillips Academy 1992 — 1996
Kevin Reeves's J.P. Morgan Experience March 2011 - July 2012
Job Vice President at Napier Park Global Capital
Industry Financial Services
Experience
Napier Park Global Capital May 2015 - Present
JPMorgan Chase July 2012 - May 2015
J.P. Morgan March 2011 - July 2012
JPMorgan Chase September 2009 - November 2011
JPMorgan Chase September 2008 - April 2010
Liberty Mutual May 2007 - August 2007
Credit Suisse July 2001 - May 2006
Skills
QRM, VBA, VBScript, JavaScript, SQL, Microsoft Excel, Microsoft Access
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.)
University of Pennsylvania 1997 — 2001
BSE, Computer Science Engineering
Napier Park Global Capital May 2015 - Present
JPMorgan Chase July 2012 - May 2015
J.P. Morgan March 2011 - July 2012
JPMorgan Chase September 2009 - November 2011
JPMorgan Chase September 2008 - April 2010
Liberty Mutual May 2007 - August 2007
Credit Suisse July 2001 - May 2006
Skills
QRM, VBA, VBScript, JavaScript, SQL, Microsoft Excel, Microsoft Access
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (M.B.A.)
University of Pennsylvania 1997 — 2001
BSE, Computer Science Engineering
Henry Gosebruch's J.P. Morgan Experience March 2015 - Present
Job CoHead of M&A North America at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2015 - Present
J.P. Morgan 1995 - Present
Skills
Investment Banking, Mergers, Valuation, Capital Markets, Private Equity, Financial Modeling, Equities, Corporate Finance, LBO, Hedge Funds, Corporate Development, Equity Capital Markets
Education
University of Pennsylvania - The Wharton School 1992 — 1995
BSE, Finance, Management
J.P. Morgan March 2015 - Present
J.P. Morgan 1995 - Present
Skills
Investment Banking, Mergers, Valuation, Capital Markets, Private Equity, Financial Modeling, Equities, Corporate Finance, LBO, Hedge Funds, Corporate Development, Equity Capital Markets
Education
University of Pennsylvania - The Wharton School 1992 — 1995
BSE, Finance, Management
Tejas M. Shah's J.P. Morgan Experience June 2012 - June 2013
Job Associate at Court Square Capital Partners
Industry Venture Capital & Private Equity
Experience
Court Square Capital Partners August 2013 - July 2015
J.P. Morgan June 2012 - June 2013
J.P. Morgan June 2010 - June 2012
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business
Bachelor of Science (BS), Business Administration, Finance
Sage Hill School
Court Square Capital Partners August 2013 - July 2015
J.P. Morgan June 2012 - June 2013
J.P. Morgan June 2010 - June 2012
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business
Bachelor of Science (BS), Business Administration, Finance
Sage Hill School
Joseph Sesin's J.P. Morgan Experience June 2010 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2010 - Present
New York State Housing Finance Agency June 2009 - June 2010
J.P. Morgan 2009 - 2010
Aspen Equities LLC June 2008 - August 2008
UBS Wealth Management June 2006 - August 2007
UBS 2006 - 2007
Delaware Street Capital 2005 - 2005
Skills
Investment Banking, Financial Modeling, Bloomberg, Fixed Income, Due Diligence, Series 7, VBA, Bonds, Microsoft Excel, PowerPoint
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Urban Studies, Economics, Real Estate Development
J.P. Morgan June 2010 - Present
New York State Housing Finance Agency June 2009 - June 2010
J.P. Morgan 2009 - 2010
Aspen Equities LLC June 2008 - August 2008
UBS Wealth Management June 2006 - August 2007
UBS 2006 - 2007
Delaware Street Capital 2005 - 2005
Skills
Investment Banking, Financial Modeling, Bloomberg, Fixed Income, Due Diligence, Series 7, VBA, Bonds, Microsoft Excel, PowerPoint
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Urban Studies, Economics, Real Estate Development
Katherine Bruck's J.P. Morgan Experience 1998 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 1998 - Present
JP Morgan Private Bank 1998 - Present
JP Morgan 1995 - 1998
Education
University of Pennsylvania - The Wharton School 1993 — 1995
mba, Finance
University of Pennsylvania 1986 — 1990
ba, sociology / political science
J.P. Morgan 1998 - Present
JP Morgan Private Bank 1998 - Present
JP Morgan 1995 - 1998
Education
University of Pennsylvania - The Wharton School 1993 — 1995
mba, Finance
University of Pennsylvania 1986 — 1990
ba, sociology / political science
Shannon Johnson's J.P. Morgan Experience June 1997 - August 1997
Job SVP, Head of Deposits & Payments at SunTrust Bank
Industry Banking
Experience
SunTrust Bank May 2013 - Present
PNC August 2011 - March 2013
PNC Bank 2009 - October 2011
National City Bank July 2008 - January 2009
National City October 2006 - June 2008
National City December 2003 - September 2006
National City July 2002 - November 2003
McKinsey & Company September 1998 - June 2002
J.P. Morgan June 1997 - August 1997
McKinsey & Company February 1994 - June 1996
Education
University of Pennsylvania - The Wharton School 1996 — 1998
M.B.A., Finance, Operations Management
University of Pennsylvania 1989 — 1993
B.A., Chemistry, Environmental Studies
SunTrust Bank May 2013 - Present
PNC August 2011 - March 2013
PNC Bank 2009 - October 2011
National City Bank July 2008 - January 2009
National City October 2006 - June 2008
National City December 2003 - September 2006
National City July 2002 - November 2003
McKinsey & Company September 1998 - June 2002
J.P. Morgan June 1997 - August 1997
McKinsey & Company February 1994 - June 1996
Education
University of Pennsylvania - The Wharton School 1996 — 1998
M.B.A., Finance, Operations Management
University of Pennsylvania 1989 — 1993
B.A., Chemistry, Environmental Studies
Mei Po Wong's J.P. Morgan Experience 1999 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
J.P. Morgan 1999 - Present
Citi 1994 - 1999
Skills
Equities, Securities, Management, Fixed Income, Hedge Funds, Financial Services, Mutual Funds, Derivatives, Alternative Investments, Business Strategy, Bloomberg, Asset Management, Capital Markets, Bonds, Asset Allocation, Investments, Series 7, Trading Systems, Relationship Management, Investment Banking
Education
University of Pennsylvania
B.A., Economics, East Asian Studies
J.P. Morgan 1999 - Present
Citi 1994 - 1999
Skills
Equities, Securities, Management, Fixed Income, Hedge Funds, Financial Services, Mutual Funds, Derivatives, Alternative Investments, Business Strategy, Bloomberg, Asset Management, Capital Markets, Bonds, Asset Allocation, Investments, Series 7, Trading Systems, Relationship Management, Investment Banking
Education
University of Pennsylvania
B.A., Economics, East Asian Studies
Zachary Bader's J.P. Morgan Experience June 2009 - August 2009
Job Distressed Debt Analyst
Industry Financial Services
Experience
Reorg Research, Inc. January 2014 - Present
TAP Advisors March 2012 - January 2014
Citi July 2010 - March 2012
J.P. Morgan June 2009 - August 2009
Skills
Equities, Fixed Income, Financial Modeling, Mergers & Acquisitions, Finance, Investments, Portfolio Management, Valuation, Analysis, Bloomberg, Capital Markets, Corporate Finance, Credit, Derivatives, Investment Banking, Loans, Banking
Education
University of Pennsylvania 2006 — 2010
Reorg Research, Inc. January 2014 - Present
TAP Advisors March 2012 - January 2014
Citi July 2010 - March 2012
J.P. Morgan June 2009 - August 2009
Skills
Equities, Fixed Income, Financial Modeling, Mergers & Acquisitions, Finance, Investments, Portfolio Management, Valuation, Analysis, Bloomberg, Capital Markets, Corporate Finance, Credit, Derivatives, Investment Banking, Loans, Banking
Education
University of Pennsylvania 2006 — 2010
Jonathan Prin's J.P. Morgan Experience June 2008 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2008 - Present
J.P. Morgan Asset Management 2008 - 2011
Bear Stearns 2005 - 2008
Skills
Emerging Markets, Fixed Income, Financial Modeling, Python, Leadership, Strategy, Team Building, Options, Equities, Investments, Asset Management, Capital Markets, Hedge Funds
Education
University of Pennsylvania
J.P. Morgan June 2008 - Present
J.P. Morgan Asset Management 2008 - 2011
Bear Stearns 2005 - 2008
Skills
Emerging Markets, Fixed Income, Financial Modeling, Python, Leadership, Strategy, Team Building, Options, Equities, Investments, Asset Management, Capital Markets, Hedge Funds
Education
University of Pennsylvania
Ami Naik's J.P. Morgan Experience 2005 - 2007
Job Director of Business Operations
Industry Internet
Experience
BloomThat March 2015 - Present
TenMarks Education, an Amazon Company 2014 - 2015
Fairloan Financial 2013 - 2014
Travspire LLC 2011 - 2013
Elevar Equity LLC 2009 - 2011
Cedarview Capital Management 2007 - 2009
J.P. Morgan 2005 - 2007
Skills
Venture Capital, Emerging Markets, Entrepreneurship, Investments, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Start-ups, Strategy, Investment Banking, Hedge Funds, Business Planning, Portfolio Management, Finance, Business Development
Education
Wharton Business School 2011 — 2013
Master of Business Administration (M.B.A.)
Wellesley College 2001 — 2005
B.A., Political Science, Economics
BloomThat March 2015 - Present
TenMarks Education, an Amazon Company 2014 - 2015
Fairloan Financial 2013 - 2014
Travspire LLC 2011 - 2013
Elevar Equity LLC 2009 - 2011
Cedarview Capital Management 2007 - 2009
J.P. Morgan 2005 - 2007
Skills
Venture Capital, Emerging Markets, Entrepreneurship, Investments, Financial Modeling, Due Diligence, Valuation, Financial Analysis, Start-ups, Strategy, Investment Banking, Hedge Funds, Business Planning, Portfolio Management, Finance, Business Development
Education
Wharton Business School 2011 — 2013
Master of Business Administration (M.B.A.)
Wellesley College 2001 — 2005
B.A., Political Science, Economics
Yangyang Chen's J.P. Morgan Experience AnalystBioAdvanceJanuary 2013 - February 2013
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan AnalystBioAdvanceJanuary 2013 - February 2013
Wells Fargo June 2011 - July 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence
Education
University of Pennsylvania 2008 — 2012
BA in Biology
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS) in Economics, Finance, Legal Studies
Bellaire High School
J.P. Morgan AnalystBioAdvanceJanuary 2013 - February 2013
Wells Fargo June 2011 - July 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence
Education
University of Pennsylvania 2008 — 2012
BA in Biology
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS) in Economics, Finance, Legal Studies
Bellaire High School
Cindy Ju's J.P. Morgan Experience June 2010 - August 2010
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Piper Jaffray June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance and Operations & Information Management
Oaktree Capital Management July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Piper Jaffray June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance and Operations & Information Management
Sally Friedman's J.P. Morgan Experience April 2013 - April 2014
Job HR Business Partner
Industry Human Resources
Experience
Google May 2014 - Present
J.P. Morgan April 2013 - April 2014
J.P. Morgan September 2012 - March 2013
J.P. Morgan April 2011 - September 2012
J.P. Morgan February 2010 - April 2011
J.P. Morgan July 2009 - February 2010
J.P. Morgan June 2008 - August 2008
Education
University of Pennsylvania 2005 — 2009
B.A., Psychology
Solomon Schechter Day School 1992 — 2005
Google May 2014 - Present
J.P. Morgan April 2013 - April 2014
J.P. Morgan September 2012 - March 2013
J.P. Morgan April 2011 - September 2012
J.P. Morgan February 2010 - April 2011
J.P. Morgan July 2009 - February 2010
J.P. Morgan June 2008 - August 2008
Education
University of Pennsylvania 2005 — 2009
B.A., Psychology
Solomon Schechter Day School 1992 — 2005
Clayton Robinson's J.P. Morgan Experience 2012 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2012 - Present
J.P. Morgan 2010 - 2012
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Economics
All Saints Episcopal School
Tyler, Texas
J.P. Morgan 2012 - Present
J.P. Morgan 2010 - 2012
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Economics
All Saints Episcopal School
Tyler, Texas
Paul Scura's J.P. Morgan Experience 1975 - 1986
Job Managing Partner at Scura Paley and Company
Industry Investment Banking
Experience
Scura Paley and Company 2001 - Present
Seton Hall Prep 1993 - 2015
Plymouth Finacial Company / Xspand, Inc 2002 - 2006
Prudential Securities June 1986 - December 2000
J.P. Morgan 1975 - 1986
Skills
Investment Banking, Private Equity, Mergers, Hedge Funds, Capital Markets, Equities, Structured Finance, Valuation, Private Placements, Corporate Finance, Financial Modeling, Due Diligence, Venture Capital, Alternative Investments, Series 7, Acquisitions, Corporate Development, Equity Research, Financial Structuring, IPO, LBO, Leveraged Finance, Mergers, Tax Liens, Investments, Financial Analysis, Mergers & Acquisitions
Education
University of Pennsylvania 1973 — 1975
MBA, Finance
Villanova University 1969 — 1973
AB, Economics
Seton Hall Prep
Scura Paley and Company 2001 - Present
Seton Hall Prep 1993 - 2015
Plymouth Finacial Company / Xspand, Inc 2002 - 2006
Prudential Securities June 1986 - December 2000
J.P. Morgan 1975 - 1986
Skills
Investment Banking, Private Equity, Mergers, Hedge Funds, Capital Markets, Equities, Structured Finance, Valuation, Private Placements, Corporate Finance, Financial Modeling, Due Diligence, Venture Capital, Alternative Investments, Series 7, Acquisitions, Corporate Development, Equity Research, Financial Structuring, IPO, LBO, Leveraged Finance, Mergers, Tax Liens, Investments, Financial Analysis, Mergers & Acquisitions
Education
University of Pennsylvania 1973 — 1975
MBA, Finance
Villanova University 1969 — 1973
AB, Economics
Seton Hall Prep
Jamie Kramer's J.P. Morgan Experience May 1994 - Present
Job Managing Director
Industry Investment Management
Experience
J.P. Morgan May 1994 - Present
Education
University of Pennsylvania - The Wharton School 2000 — 2001
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor’s Degree, Economics
J.P. Morgan May 1994 - Present
Education
University of Pennsylvania - The Wharton School 2000 — 2001
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor’s Degree, Economics
Andy Fohrer's J.P. Morgan Experience June 2005 - June 2008
Job Vice President at Aurora Capital Group
Industry Investment Management
Experience
Aurora Capital Group October 2013 - Present
Oaktree Capital Management August 2008 - June 2011
J.P. Morgan June 2005 - June 2008
Skills
Investments, Financial Modeling
Education
The Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Finance and Management
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science (BS), Business Administration
Aurora Capital Group October 2013 - Present
Oaktree Capital Management August 2008 - June 2011
J.P. Morgan June 2005 - June 2008
Skills
Investments, Financial Modeling
Education
The Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Finance and Management
University of Southern California - Marshall School of Business 2001 — 2005
Bachelor of Science (BS), Business Administration
Cale Grove's J.P. Morgan Experience June 2010 - July 2012
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
CFA Society Pittsburgh July 2014 - Present
Incline Equity Partners July 2012 - June 2015
J.P. Morgan June 2010 - July 2012
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Washington and Lee University 2006 — 2010
B.S., B.A., Business, Mathematics, 3.8
CFA Society Pittsburgh July 2014 - Present
Incline Equity Partners July 2012 - June 2015
J.P. Morgan June 2010 - July 2012
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Washington and Lee University 2006 — 2010
B.S., B.A., Business, Mathematics, 3.8
David Mikhail's J.P. Morgan Experience June 2015 - August 2015
Job MBA/MA Candidate at The Wharton School and Lauder Institute
Industry Capital Markets
Experience
J.P. Morgan June 2015 - August 2015
Beltone Financial September 2010 - April 2014
WorleyParsons Engineering Ltd June 2009 - July 2009
Booz Allen Hamilton June 2008 - July 2008
Skills
Emerging Markets, Valuation, Equity Research, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Candidate 2014
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Arts (MA), International Studies, Candidate 2014
Passed CFA Level III exam 2011 — 2013
Wake Forest University 2006 — 2010
Bachelor of Science, Business; Finance
J.P. Morgan June 2015 - August 2015
Beltone Financial September 2010 - April 2014
WorleyParsons Engineering Ltd June 2009 - July 2009
Booz Allen Hamilton June 2008 - July 2008
Skills
Emerging Markets, Valuation, Equity Research, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Candidate 2014
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Arts (MA), International Studies, Candidate 2014
Passed CFA Level III exam 2011 — 2013
Wake Forest University 2006 — 2010
Bachelor of Science, Business; Finance
Michael Drittel's J.P. Morgan Experience June 2013 - August 2014
Job Associate at PJT Partners
Industry Financial Services
Experience
PJT Partners September 2014 - Present
J.P. Morgan June 2013 - August 2014
Education
University of Pennsylvania 2010 — 2013
B.A., Mathematical Economics
PJT Partners September 2014 - Present
J.P. Morgan June 2013 - August 2014
Education
University of Pennsylvania 2010 — 2013
B.A., Mathematical Economics
Joshua Klosk's J.P. Morgan Experience July 2008 - March 2010
Job Analyst at Brenner West Capital Partners
Industry Investment Management
Experience
Brenner West Capital Partners May 2015 - Present
Newbrook Capital Advisors August 2013 - April 2015
Estekene Capital March 2010 - August 2013
J.P. Morgan July 2008 - March 2010
Education
University of Pennsylvania 2004 — 2008
Brenner West Capital Partners May 2015 - Present
Newbrook Capital Advisors August 2013 - April 2015
Estekene Capital March 2010 - August 2013
J.P. Morgan July 2008 - March 2010
Education
University of Pennsylvania 2004 — 2008
Carol Jin's J.P. Morgan Experience June 2009 - August 2009
Job Director of Finance and Operations at Tipping Point Community
Industry Nonprofit Organization Management
Experience
Tipping Point Community April 2015 - Present
ESPN April 2014 - April 2015
Unilever June 2010 - March 2014
J.P. Morgan June 2009 - August 2009
United Way of Metropolitan Dallas June 2005 - June 2007
United Way of America June 2004 - June 2005
Skills
Financial Analysis, Strategic Financial..., Credit, Department Budgeting, Financial Forecasting, Business Partner Support, Grant Reviewing, Grant Monitoring, Program Evaluation, Volunteer Management, Volunteer Recruiting, Needs Analysis, Report Writing, Project Management, Financial Reporting, Event Management, Research
Education
Yale University - Yale School of Management 2007 — 2010
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania 2000 — 2004
Bachelor of Science (BS), Finance
Tipping Point Community April 2015 - Present
ESPN April 2014 - April 2015
Unilever June 2010 - March 2014
J.P. Morgan June 2009 - August 2009
United Way of Metropolitan Dallas June 2005 - June 2007
United Way of America June 2004 - June 2005
Skills
Financial Analysis, Strategic Financial..., Credit, Department Budgeting, Financial Forecasting, Business Partner Support, Grant Reviewing, Grant Monitoring, Program Evaluation, Volunteer Management, Volunteer Recruiting, Needs Analysis, Report Writing, Project Management, Financial Reporting, Event Management, Research
Education
Yale University - Yale School of Management 2007 — 2010
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania 2000 — 2004
Bachelor of Science (BS), Finance
Amanda Barhite Carter, CFA's J.P. Morgan Experience July 1990 - January 1994
Job Portfolio Manager at Parametric Clifton
Industry Investment Management
Experience
Parametric Clifton November 2013 - Present
The Clifton Group September 2004 - October 2013
Global Markets Consultants Ltd October 1994 - June 2004
J.P. Morgan July 1990 - January 1994
Merrill Lynch 1986 - 1988
Skills
Investment Banking, Bonds, Equities, Portfolio Management, Derivatives, Capital Markets, Finance, Trading, Asset Management, Risk Management, Fixed Income
Education
Wharton Business School 1988 — 1990
MBA, Finance
Yale University 1982 — 1986
Bachelor of Arts, Economics
Horace Greeley High School
Parametric Clifton November 2013 - Present
The Clifton Group September 2004 - October 2013
Global Markets Consultants Ltd October 1994 - June 2004
J.P. Morgan July 1990 - January 1994
Merrill Lynch 1986 - 1988
Skills
Investment Banking, Bonds, Equities, Portfolio Management, Derivatives, Capital Markets, Finance, Trading, Asset Management, Risk Management, Fixed Income
Education
Wharton Business School 1988 — 1990
MBA, Finance
Yale University 1982 — 1986
Bachelor of Arts, Economics
Horace Greeley High School
Isaac Taylor's J.P. Morgan Experience June 2010 - November 2012
Job Director, Global Corporate & Investment Bank at Bank of America
Industry Financial Services
Experience
Bank of America November 2012 - Present
J.P. Morgan June 2010 - November 2012
GMAC January 2009 - June 2010
Citi 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Credit, Credit Risk, Strategic Financial..., Corporate Finance, Finance, Banking, Valuation, Bloomberg, Capital Markets, Fixed Income, Derivatives, Investment Banking
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Finance & Marketing
Renaissance High School 1998 — 2002
Bank of America November 2012 - Present
J.P. Morgan June 2010 - November 2012
GMAC January 2009 - June 2010
Citi 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Credit, Credit Risk, Strategic Financial..., Corporate Finance, Finance, Banking, Valuation, Bloomberg, Capital Markets, Fixed Income, Derivatives, Investment Banking
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Finance & Marketing
Renaissance High School 1998 — 2002
Kasidis Chutima's J.P. Morgan Experience Trainee- Capital Markets Research InstituteThe Stock Exchange of ThailandJuly 2011 - August 2011
Job Summer Analyst at J.P. Morgan (Thailand)
Industry Banking
Experience
J.P. Morgan Trainee- Capital Markets Research InstituteThe Stock Exchange of ThailandJuly 2011 - August 2011
Skills
Thai language
Education
University of Pennsylvania - The Wharton School 2009 — 2012
BSc. in Economics, Finance, Operations and Information Management
J.P. Morgan Trainee- Capital Markets Research InstituteThe Stock Exchange of ThailandJuly 2011 - August 2011
Skills
Thai language
Education
University of Pennsylvania - The Wharton School 2009 — 2012
BSc. in Economics, Finance, Operations and Information Management
Alessandro Argenio's J.P. Morgan Experience 2013 - 2014
Job Special Situations Group at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs May 2015 - Present
J.P. Morgan 2013 - 2014
J.P. Morgan 2011 - 2013
Education
University of Pennsylvania - The Wharton School 2007 — 2010
Bachelor of Science in Economics, Finance, Management
Goldman Sachs May 2015 - Present
J.P. Morgan 2013 - 2014
J.P. Morgan 2011 - 2013
Education
University of Pennsylvania - The Wharton School 2007 — 2010
Bachelor of Science in Economics, Finance, Management
Christopher DeLaFuente's J.P. Morgan Experience June 2012 - August 2012
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton August 2013 - December 2014
J.P. Morgan June 2012 - August 2012
Merck July 2011 - August 2011
Cougar Trading, LLC. June 2011 - June 2011
Skills
Research, Financial Modeling, Investments, PowerPoint, Time Management, Portfolio Management, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.)
Westfield High School 2005 — 2009
Booz Allen Hamilton August 2013 - December 2014
J.P. Morgan June 2012 - August 2012
Merck July 2011 - August 2011
Cougar Trading, LLC. June 2011 - June 2011
Skills
Research, Financial Modeling, Investments, PowerPoint, Time Management, Portfolio Management, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.)
Westfield High School 2005 — 2009
Jansen Stamps's J.P. Morgan Experience April 1986 - Present
Job MANAGING DIRECTORINSTITUTIONAL FIXED INCOME SALES at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 1986 - Present
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, FINANCE
J.P. Morgan April 1986 - Present
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, FINANCE
Brian Waweru's J.P. Morgan Experience June 2014 - August 2014
Job Private Equity Analyst at The Blackstone Group
Industry Financial Services
Experience
J.P. Morgan June 2014 - August 2014
SEED Project August 2013 - December 2013
J.P. Morgan June 2013 - August 2013
Standard Chartered Bank July 2012 - August 2012
African Leadership Academy September 2009 - June 2011
Skills
Private Equity, Sports Management, Social Impact Assessment, Finance, French, Fundraising, Social Entrepreneurship, Data Analysis, PowerPoint, Equities, Public Speaking, Research, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BSc) in Economics with finance concentration & BA International Studies
African Leadership Academy 2009 — 2011
Strathmore School 1998 — 2009
J.P. Morgan June 2014 - August 2014
SEED Project August 2013 - December 2013
J.P. Morgan June 2013 - August 2013
Standard Chartered Bank July 2012 - August 2012
African Leadership Academy September 2009 - June 2011
Skills
Private Equity, Sports Management, Social Impact Assessment, Finance, French, Fundraising, Social Entrepreneurship, Data Analysis, PowerPoint, Equities, Public Speaking, Research, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BSc) in Economics with finance concentration & BA International Studies
African Leadership Academy 2009 — 2011
Strathmore School 1998 — 2009
Kathy Lin's J.P. Morgan Experience June 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
The Wharton School January 2014 - May 2014
J.P. Morgan June 2013 - August 2013
Scotiabank June 2012 - August 2012
University of Pennsylvania May 2011 - December 2011
University of Texas at Dallas June 2009 - June 2009
Skills
Derivatives, Microsoft Office -..., Matlab, Data Analysis, R, Financial Analysis, Financial Accounting, Financial Modeling, VBA, SQL, Java, Lingo, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. in Economics, Finance, Summa cum laude
University of Pennsylvania 2010 — 2014
B.S.E. in Systems Engineering, Summa cum laude
J.P. Morgan June 2014 - Present
The Wharton School January 2014 - May 2014
J.P. Morgan June 2013 - August 2013
Scotiabank June 2012 - August 2012
University of Pennsylvania May 2011 - December 2011
University of Texas at Dallas June 2009 - June 2009
Skills
Derivatives, Microsoft Office -..., Matlab, Data Analysis, R, Financial Analysis, Financial Accounting, Financial Modeling, VBA, SQL, Java, Lingo, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. in Economics, Finance, Summa cum laude
University of Pennsylvania 2010 — 2014
B.S.E. in Systems Engineering, Summa cum laude
Jason Moscowitz's J.P. Morgan Experience June 2012 - April 2013
Job Analyst at PointState Capital
Industry Investment Management
Experience
PointState Capital April 2013 - Present
J.P. Morgan June 2012 - April 2013
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS)
The Lawrenceville School 2004 — 2008
PointState Capital April 2013 - Present
J.P. Morgan June 2012 - April 2013
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS)
The Lawrenceville School 2004 — 2008
Matthew Parmett's J.P. Morgan Experience June 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
University of Pennsylvania September 2012 - December 2012
TD May 2012 - August 2012
Parmett Group, Ltd. May 2011 - August 2011
Parmett Group, Ltd. February 2010 - August 2010
Skills
Corporate Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Sciences in Economics, Finance Concentration
University of Pennsylvania - College of Arts and Sciences 2010 — 2014
Bachelor of Arts, Political Science
Commack High School 2006 — 2010
International Baccalaureate Diploma Recipient
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
University of Pennsylvania September 2012 - December 2012
TD May 2012 - August 2012
Parmett Group, Ltd. May 2011 - August 2011
Parmett Group, Ltd. February 2010 - August 2010
Skills
Corporate Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Sciences in Economics, Finance Concentration
University of Pennsylvania - College of Arts and Sciences 2010 — 2014
Bachelor of Arts, Political Science
Commack High School 2006 — 2010
International Baccalaureate Diploma Recipient
Robert Reider's J.P. Morgan Experience 1994 - 2000
Job Portfolio Manager at Visium Asset Management
Industry Investment Management
Experience
Visium Asset Management 2013 - Present
New York University 2007 - Present
Millennium Partners June 2000 - December 2012
J.P. Morgan 1994 - 2000
Skills
Equities, Hedge Funds, Alternative Investments, Portfolio Management, Fixed Income, Derivatives, Investment Management, Options, Trading, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1989 — 1994
Ph.D., Finance
University of Pennsylvania 1984 — 1986
MSE, Systems Engineering
University of Pennsylvania 1979 — 1983
BSE, Systems Engineering
Visium Asset Management 2013 - Present
New York University 2007 - Present
Millennium Partners June 2000 - December 2012
J.P. Morgan 1994 - 2000
Skills
Equities, Hedge Funds, Alternative Investments, Portfolio Management, Fixed Income, Derivatives, Investment Management, Options, Trading, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1989 — 1994
Ph.D., Finance
University of Pennsylvania 1984 — 1986
MSE, Systems Engineering
University of Pennsylvania 1979 — 1983
BSE, Systems Engineering
Josh Maeulen's J.P. Morgan Experience May 2004 - November 2013
Job Director at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank November 2013 - Present
J.P. Morgan May 2004 - November 2013
Skills
Hedge Funds, Equities, Capital Markets, Bloomberg, Equity Research, Investment Banking, Securities, Valuation, Investment Management, Electronic Trading, Fixed Income, Asset Management, Series 7, Asset Allocation, Equity Valuation, Venture Capital, Derivatives, Portfolio Management, Series 63, Alternative Investments, Equity Derivatives, Investment Strategies, Emerging Markets, Mutual Funds, Equity Trading, Bonds, Trading Systems, Private Equity, Options
Education
University of Pennsylvania 1999 — 2003
Barclays Investment Bank November 2013 - Present
J.P. Morgan May 2004 - November 2013
Skills
Hedge Funds, Equities, Capital Markets, Bloomberg, Equity Research, Investment Banking, Securities, Valuation, Investment Management, Electronic Trading, Fixed Income, Asset Management, Series 7, Asset Allocation, Equity Valuation, Venture Capital, Derivatives, Portfolio Management, Series 63, Alternative Investments, Equity Derivatives, Investment Strategies, Emerging Markets, Mutual Funds, Equity Trading, Bonds, Trading Systems, Private Equity, Options
Education
University of Pennsylvania 1999 — 2003
Michael Djilani's J.P. Morgan Experience July 2013 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Goldman Sachs July 2011 - June 2013
Education
University of Pennsylvania
Bachelor's of Science in Economics, Bachelor's of Arts, Finance, International Studies
J.P. Morgan July 2013 - Present
Goldman Sachs July 2011 - June 2013
Education
University of Pennsylvania
Bachelor's of Science in Economics, Bachelor's of Arts, Finance, International Studies
Igor Sokolovsky's J.P. Morgan Experience August 2007 - April 2010
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Citi April 2010 - August 2014
J.P. Morgan August 2007 - April 2010
Lehman Brothers March 2004 - August 2007
UBS Investment Bank May 2002 - February 2004
Stern Stewart & Co. March 1997 - July 2000
Skills
Mergers, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Investments, Portfolio Management, Strategy, Emerging Markets, Equities, Private Equity
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1997
BS, Finance
Guggenheim Partners August 2014 - Present
Citi April 2010 - August 2014
J.P. Morgan August 2007 - April 2010
Lehman Brothers March 2004 - August 2007
UBS Investment Bank May 2002 - February 2004
Stern Stewart & Co. March 1997 - July 2000
Skills
Mergers, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Investments, Portfolio Management, Strategy, Emerging Markets, Equities, Private Equity
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1997
BS, Finance
Andrew Pon's J.P. Morgan Experience June 2015 - Present
Job Equity Research Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2015 - Present
Cognizant Technology Solutions June 2013 - June 2015
UBS Investment Bank June 2013 - June 2015
Aberdeen Asset Management June 2012 - August 2012
caseable June 2011 - August 2011
Skills
Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Concentrations in Finance & Entrepreneurial Management
The Chinese University of Hong Kong
J.P. Morgan June 2015 - Present
Cognizant Technology Solutions June 2013 - June 2015
UBS Investment Bank June 2013 - June 2015
Aberdeen Asset Management June 2012 - August 2012
caseable June 2011 - August 2011
Skills
Equity Research
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Concentrations in Finance & Entrepreneurial Management
The Chinese University of Hong Kong
Phillip Golub's J.P. Morgan Experience May 2013 - August 2013
Job Analyst at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan May 2013 - August 2013
Cross Properties January 2013 - April 2013
PennLets January 2012 - March 2013
Studley, Inc May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, VBA, Java, Python, CMBS Research, Writing, Microsoft Powerpoint, Due Diligence, Bloomberg, PowerPoint, Real Estate, Market Research, Portfolio Management, Investments, Analysis
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.)
Solomon Schechter School of Westchester 2008 — 2010
Riverdale Country School 2006 — 2008
J.P. Morgan May 2013 - August 2013
Cross Properties January 2013 - April 2013
PennLets January 2012 - March 2013
Studley, Inc May 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Excel, VBA, Java, Python, CMBS Research, Writing, Microsoft Powerpoint, Due Diligence, Bloomberg, PowerPoint, Real Estate, Market Research, Portfolio Management, Investments, Analysis
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.)
Solomon Schechter School of Westchester 2008 — 2010
Riverdale Country School 2006 — 2008
James Rastello's J.P. Morgan Experience July 2008 - June 2010
Job Director at RB Associates
Industry Real Estate
Experience
RB Associates September 2012 - Present
Halyard Capital September 2010 - August 2012
J.P. Morgan July 2008 - June 2010
Education
Wharton School, University of Pennsylvania 2004 — 2008
Bachelor of Science (BS), Economics
RB Associates September 2012 - Present
Halyard Capital September 2010 - August 2012
J.P. Morgan July 2008 - June 2010
Education
Wharton School, University of Pennsylvania 2004 — 2008
Bachelor of Science (BS), Economics
Deanna Taylor's J.P. Morgan Experience July 2014 - Present
Job Business Manager at The Stuyvesant Spectator
Industry Media Production
Experience
J.P. Morgan July 2014 - Present
The Stuyvesant Spectator January 2013 - Present
Town Residential July 2013 - August 2013
TEDxStuyvesantHS March 2013 - June 2013
The Stuyvesant Spectator October 2012 - December 2012
Skills
PowerPoint, Editing, Newspapers, Mobile Advertising, Social Media, Digital Media, DoubleClick, New Media
Education
Stuyvesant High School 2011 — 2015
University of Pennsylvania - The Wharton School
J.P. Morgan July 2014 - Present
The Stuyvesant Spectator January 2013 - Present
Town Residential July 2013 - August 2013
TEDxStuyvesantHS March 2013 - June 2013
The Stuyvesant Spectator October 2012 - December 2012
Skills
PowerPoint, Editing, Newspapers, Mobile Advertising, Social Media, Digital Media, DoubleClick, New Media
Education
Stuyvesant High School 2011 — 2015
University of Pennsylvania - The Wharton School
Ignacio Benito's J.P. Morgan Experience September 1997 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 1997 - Present
The Boston Consulting Group May 1996 - August 1996
Citibank December 1992 - July 1995
Skills
Mergers & Acquisitions, Corporate Finance, Capital Markets, Private Equity, Emerging Markets, Investment Banking, Financial Analysis, Derivatives, Equities, Fixed Income, Due Diligence, Valuation, Structured Finance, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Universidad Catolica Argentina 1987 — 1992
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan September 1997 - Present
The Boston Consulting Group May 1996 - August 1996
Citibank December 1992 - July 1995
Skills
Mergers & Acquisitions, Corporate Finance, Capital Markets, Private Equity, Emerging Markets, Investment Banking, Financial Analysis, Derivatives, Equities, Fixed Income, Due Diligence, Valuation, Structured Finance, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Universidad Catolica Argentina 1987 — 1992
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.