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
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase July 2014 - January 2015
J.P. Morgan May 2013 - July 2014
Gen3 Marketing October 2011 - May 2013
Markowitz Communications May 2010 - December 2010
Tailored Marketing Inc. May 2010 - July 2010
Mint Twist May 2009 - July 2009
Skills
Affiliate Marketing, Online Advertising, Affiliate Management, Social Media Marketing, Email Marketing, Social Media, Online Marketing, Facebook, Web Analytics, E-commerce, Marketing, Social Networking, Marketing Strategy
Education
University of Pittsburgh 2007 — 2011
BSBA, Marketing and Accounting
Boeing May 2014 - August 2014
Thompson, Siegel & Walmsley February 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Indian Hill Country Club May 2010 - August 2011
U.S. House of Representatives June 2010 - July 2010
Macalester College June 2009 - July 2009
Skills
Hardwork, Process Focused, Client Focus, Strategy Execution, Microsoft Excel, Committment, Organization, Microsoft Office, Microsoft Word, PowerPoint, Bloomberg Terminal, Financial Analysis, Finance, Investments, Asset Management, Portfolio Management, Financial Modeling, Customer Service, Management, Public Speaking
Education
University of Richmond 2011 — 2015
Bachelor of Science in Business Administration, Finance
Lake Forest Academy 2007 — 2011
BNY Mellon 2010 - 2013
BNY Mellon 1996 - 2010
J.P. Morgan 1987 - 1996
Skills
Financial Services, Business Analysis, Management, IT Strategy, Banking, Project Management, Enterprise Architecture, Product Management, Global Custody, Project Portfolio..., Business Architecture, Strategy, Risk Management, Global Management, Collaboration, Communication, Strategic Planning, Product Development, Collaborative Problem..., Cross-functional Team..., Organizational Structure, Client Service Oriented, Acquisition Integration, Business Process..., Client Presentation, Internal Consulting, Business Intelligence, SDLC, Global Strategy, PMO, Organizational..., Communication Skills
Education
University of Rochester
Bachelor of Arts (B.A.), Economics
BlackRock October 2013 - Present
CRT Capital Group September 2011 - September 2013
Citadel Securities LLC April 2010 - September 2011
PNC Financial Services 2006 - 2008
J.P. Morgan September 2004 - September 2006
Countrywide Capital Markets September 1999 - August 2004
Salomon Brothers / Citigroup Global Markets June 1995 - August 1999
Skills
Fixed Income, Capital Markets, Series 7, Bloomberg, Investments, Portfolio Management, Financial Modeling, Derivatives, Valuation, Alternative Investments, Asset Management, Securities, Structured Products, Bonds, Equity Research, Series 63, Financial Markets, Structured Finance, Financial Services, Investment Banking, Hedge Funds, Trading, Equities
Education
University of Virginia Darden School of Business 1993 — 1995
MBA, Finance
University of Rochester 1985 — 1989
BA, Economics, Finance, Psychology
J.P. Morgan June 2015 - August 2015
ANN INC. June 2014 - August 2014
Loop Lab August 2013 - May 2014
Kids in Crisis May 2013 - July 2013
Skills
Leadership, Research, Psychology, Market Research, Data Analysis, Qualitative Research, Statistics, Community Outreach, Human Resources, Social Media
Education
University of Richmond 2012 — 2016
Bachelor's Degree, Psychology, Leadership Studies
Westminster School 2009 — 2012
High School
J.P. Morgan September 2014 - Present
JBI LLC February 2012 - September 2014
Girls on the Run St. Louis September 2002 - October 2011
A.G. Edwards December 1989 - November 1994
Education
University of Rochester 1982 — 1987
B.A., Economics
J.P. Morgan October 2014 - Present
Bay Mutual Financial LLC April 2012 - January 2014
Skills
Retirement Planning, Securities, Investments, Mutual Funds, Risk Management, Equities, Series 7, Hedge Funds, Asset Management, Banking, Fixed Income, Investment Advisory, Due Diligence, Capital Markets, Portfolio Management, Wealth Management, Alternative Investments, AML, Financial Services, Financial Risk, Series 63, Series 24, Series 99, Asset Allocation, Retirement, Investment Strategies, 401k, Finance, Variable Annuities
Education
University of San Diego 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Chaminade
J.P. Morgan August 2014 - Present
Meliora Capital Management LLC September 2011 - May 2014
J.P. Morgan June 2013 - August 2013
Infinitas Capital LLC June 2012 - July 2012
Education
University of Rochester 2010 — 2014
B.A.
Newton South High School 2006 — 2010
JPMorgan Chase January 2014 - Present
JPMorgan Chase 2012 - Present
J.P. Morgan July 2011 - January 2012
J.P. Morgan May 2010 - February 2011
The University of Scranton Public Relations Office August 2010 - December 2010
Hagopian Ink December 2009 - February 2010
Skills
Advertising, Event Planning, Marketing, Strategy, Executive..., Event Marketing Strategy, Marketing and..., Research, Management, Copy Editing, Social Networking, Public Relations, Social Media Marketing, Social Media, Microsoft Excel
Education
University of Scranton 2007 — 2011
B.A, Communication; Advertising, Public Relations
THE UNIVERSITY OF LONDON, QUEEN MARY COLLEGE
J.P. Morgan August 2013 - Present
University of Rochester 2013 - Present
University of Rochester May 2013 - Present
University of Rochester August 2011 - Present
University of Rochester September 2013 - December 2013
J.P. Morgan June 2013 - August 2013
Ameriprise Financial Services, Inc. January 2013 - May 2013
University of Rochester August 2012 - May 2013
Sony Electronics July 2012 - May 2013
University of Rochester August 2011 - May 2013
Skills
Derivatives, Bloomberg, Financial Modeling, Financial Analysis, Valuation, Accounting, Budgets, Corporate Finance, Finance, Analysis, Data Analysis, Research
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
International School Bangkok 2008 — 2010
International Baccalaureate
Seoul Foreign School 2005 — 2008
West Island School 1999 — 2005
J.P. Morgan November 2014 - Present
Goldman Sachs August 2009 - November 2014
Skills
Trusts, Trust Management, Trust Services, Fiduciary Management, Fiduciary Services, Estate Administration, Estate Planning, Estate Tax Planning, High Net Worth..., Wealth Management, Wealth Accumulation..., Wealth Preservation..., Personal Trust..., Multi-generational..., Wealth Management...
Education
Villanova Law School 2009 — 2012
LL.M., Taxation
Villanova Law School 2006 — 2009
J.D.
University of Richmond 2001 — 2005
B.A., English
Bank of America Merrill Lynch January 2015 - Present
J.P. Morgan October 2012 - December 2014
UBS Wealth Management April 2012 - July 2012
Avaya July 2011 - September 2011
Nomura September 2008 - August 2010
Lehman Brothers March 2008 - September 2008
Syntel December 2005 - March 2008
Skills
Financial Modeling, DCF Valuation, Comparable Analysis, Capital Markets, Derivatives, Financial Analysis, Corporate Development, Quantitative Analytics, Bloomberg, Thomson One, Capital IQ, Statistical Modeling, Monte Carlo Simulation, R, CART, VBA, Databases, SQL, SDLC, Software Development, DCF, Business Valuation, Java, Strategy, Sybase, Equity Research, Analytics
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Corporate Accounting and Strategy
VESIT, University of Mumbai 2001 — 2005
BS, Computer Engineering
V.G.Vaze, University of Mumbai 1999 — 2001
HSC, Science
J.P. Morgan July 2015 - Present
Townhouse Partners November 2013 - Present
PaidPunch August 2011 - April 2013
Merrill Lynch May 2012 - September 2012
San Francisco Center for Economic Development May 2010 - August 2010
Global Healing June 2009 - August 2009
Skills
Hindi, Urdu, Spanish, Financial Analysis, PowerPoint, Microsoft Excel, Financial Modeling, Microsoft Word, Public Speaking, Valuation, Microsoft Office, Analysis, Bloomberg Terminal, Capital Budgeting, Strategic Planning, Leadership, Entrepreneurship, Nonprofits, Start-ups, Program Management, Marketing, Research, Finance, Data Analysis, Market Research, Access, Economics
Education
University of San Diego 2009 — 2013
Finance, Supply Chain
Acalanes High School 2006 — 2009
xIAB Analytics August 2015 - Present
Maker Studios Inc October 2013 - August 2015
Google January 2012 - October 2013
Morgan Stanley Smith Barney July 2011 - January 2012
J.P. Morgan April 2010 - June 2010
The Coca-Cola Company June 2009 - August 2009
Skills
Bloomberg Terminal, Research, Excel, Social Media, Arabic, Microsoft Office, PowerPoint, Microsoft Excel, Analysis, SQL, Marketing, Data Analysis, Market Research
Education
University of San Francisco
Economics
J.P. Morgan June 2015 - Present
University of Rochester Students' Association Government April 2014 - Present
J.P. Morgan May 2014 - August 2014
University of Rochester September 2013 - June 2014
Bitnetix November 2013 - May 2014
University of Rochester September 2012 - January 2014
University of Rochester September 2013 - December 2013
Bicycle Transportation Alliance May 2013 - August 2013
Skills
Project Management, Public Relations, Marketing Strategy, Adobe Creative Suite, Graphic Design, Leading Meetings, Organizing Meetings, Qualitative Research, Quantitative Research, Brand Development, Data Analysis, Marketing, Economics, Finance
Education
University of Rochester 2012 — 2016
Bachelor of Arts (BA), Economics and Business
Beaverton High School
J.P. Morgan July 2015 - Present
Barclays Investment Bank June 2014 - July 2015
Barclays Investment Bank August 2011 - June 2014
Barclays Investment Bank August 2010 - August 2011
Barclays Investment Bank March 2009 - August 2010
Skills
Certified Treasury..., Treasury, Liquidity Analysis, Liquidity Management, Collateral Management, Cash Management, Data Analysis, Analytics, Optimization, SQL, Microsoft Office, Foreign Languages, Risk Management, Fixed Income, Bloomberg, Capital Markets, Middle Office, Investment Banking
Education
University of Puerto Rico-Rio Piedras 2004 — 2008
Bachelor's degree, Accounting and Finance, 3.60
J.P. Morgan August 2013 - Present
J.P. Morgan July 2012 - August 2013
AT&T June 2011 - April 2012
Timmons Group January 2011 - May 2011
Education
University of Richmond 2008 — 2012
Bachelor's of Science, Computer Science
J.P. Morgan January 2012 - Present
J.P. Morgan December 2009 - August 2011
Goldman Sachs March 2007 - March 2009
Bank of America August 2005 - March 2007
GECIS IT Service Now known as GENPACT October 2002 - August 2005
GECIS IT Services 2003 - 2005
Data Nova AS June 1999 - August 1999
Skills
Business Analysis, Investment Banking, Equities, Vendor Management, Capital Markets, Business Strategy, Analysis, Requirements Analysis, Strategy, Finance, Competitive Analysis, Team Management, Analytics, Risk Management, Portfolio Management, Banking, Financial Analysis, Financial Modeling, Valuation
Education
ICFAI Business School 2005 — 2008
MBA, Marketing and Finance
University of Pune 1999 — 2003
BE, Computers Sceince
Singhad College of Engg. 1996 — 1999
Diploma, Computer Science
J.P. Morgan July 2013 - Present
J.P. Morgan February 2011 - July 2013
MISI Company October 2009 - February 2011
Northwestern Mutual May 2008 - August 2008
YRichmond May 2008 - August 2008
A. Gross, CPA, PA June 2006 - August 2007
Education
University of Richmond 2005 — 2009
Bachelor of Arts, Leadership and Communications
Walter & Samuels, Inc June 2014 - August 2014
University of Richmond September 2013 - June 2014
Morgan Stanley April 2014 - April 2014
Walter & Samuels, Inc August 2013 - August 2013
J.P. Morgan July 2012 - August 2012
J.P. Morgan July 2011 - August 2011
Skills
Microsoft Office, Entrepreneurship, Leadership, Photoshop, Perseverance, Problem Solving, Public Speaking, Work Ethic, Ethical Leadership, Committment, Communication, Prezi, Interpersonal Skill, Automotive, Marketing, Social Media Marketing, Karate, DJ, Soccer, Chess, Squash, Drums, Social Media, Microsoft Excel, PowerPoint, Teamwork, Research, Event Planning, Spanish, Social Networking
Education
University of Richmond 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management, Entrepreneurship, and Marketing
The Browning School 1999 — 2012
High School Degree, 3.50
Loomis, Sayles & Company 1998 - Present
J.P. Morgan 1993 - 1998
Skills
Bloomberg, Fixed Income, Investment Management, Credit Analysis, High Yield, Chartered Financial..., Fixed Income Analysis, Financial Modeling, Bonds, Asset Management, Investments, Financial Statement..., Valuation, Portfolio Management, Equities, Alternative Investments, Capital Markets
Education
University of Rochester 1989 — 1993
Bachelor of Arts (B.A.), Economics
J.P. Morgan January 2015 - Present
J.P. Morgan August 2014 - Present
J.P. Morgan January 2014 - August 2014
J.P. Morgan December 2012 - January 2014
J.P. Morgan December 2010 - January 2012
PwC February 2009 - December 2010
Deloitte September 2004 - January 2009
Skills
Banking, Capital Markets, Microsoft Excel, Financial Analysis, Microsoft Office, Business Analysis, Project Management, Process Improvement, PowerPoint, Microsoft Word, Prime Brokerage, Broker-Dealer, Basel II, Basel III, Basel I, Balance Sheet, Customer Profitability, Financial Regulation, Regulatory Submissions, Sarbanes-Oxley Act, Financial Reporting, Leverage Ratio, Liquidity, Return on Assets, Return on Equity, Presentations, US GAAP, Accounting, Financial Services
Education
University of Scranton 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Accounting
J.P. Morgan January 2013 - Present
J.P. Morgan January 2012 - Present
J.P. Morgan Chase & Co July 2008 - Present
J.P. Morgan July 2008 - January 2012
The University of Scranton February 2005 - May 2008
J.P. Morgan July 2002 - August 2007
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Fatwire, Metrics Reporting, Adobe Acrobat, Adobe LiveCycle Designer
Education
University of Scranton 2004 — 2008
Bachelor of Arts (B.A.), Elementary Education and Teaching
University of Scranton
Bachelors of Science
Cristo Rey Network February 2012 - Present
Rainbow House Chicago January 2012 - Present
HFS Chicago Scholars September 2010 - Present
Loyola Press November 2010 - February 2012
University of San Francisco November 2009 - May 2010
USF School of Law March 2009 - July 2009
Wildman Harrold August 2002 - July 2008
Wildman Harold August 2002 - July 2008
J.P. Morgan August 2004 - October 2004
Skills
Non-profits, Customer Service, Event Planning, Fundraising, Event Management, Education Management, Mentoring, Youth Mentoring, Editorial, Public Relations, Sales Management, Community Outreach, Community Development, Nonprofits, Research, Higher Education, Grant Writing, Educational Leadership, Recruiting, Volunteer Management, Teaching, Curriculum Design, Management, Creative Writing, Writing
Education
University of San Francisco 2006 — 2010
Bachelor of Arts, English May
Cristo Rey Jesuit High School 2002 — 2006
High School Diploma
J.P. Morgan December 2014 - Present
Royal Bank of Scotland November 2011 - November 2014
GlaxoSmithKline September 2008 - September 2010
Pitney Bowes January 2008 - June 2008
Xerox Corporation May 2006 - August 2006
Skills
Financial Modeling, Strategy, Forecasting, Business Analysis, Financial Analysis, Cross-functional Team..., Analytics, Competitive Analysis, Product Management, Risk Management, Marketing Strategy, Leadership, Finance, VBA, Project Management, Quantitative Analytics, SAS, Valuation, Pricing Strategy, SQL, Oracle, Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2007
Master, Master of Business Adminstration
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2007
Master, Managment Information System
Citi March 2015 - Present
Barclays August 2010 - March 2015
J.P. Morgan April 2009 - August 2010
J.P. Morgan August 2008 - April 2009
Ameriprise Financial Services, Inc. September 2006 - June 2008
Skills
Investments, Equities, Portfolio Management, Risk Management, Fixed Income, Investment Banking, Wealth Management, Financial Modeling, Asset Management, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Private Equity
Education
University of Pittsburgh 2002 — 2006
BS, Biochemistry, Economics
Eatem Foods March 2015 - Present
General Mills September 2013 - March 2015
J.P. Morgan January 2012 - October 2013
JPMorgan Chase May 2011 - August 2011
Buena Vibra Group, Inc March 2008 - August 2011
G8/Finance June 2008 - August 2008
Liberty Finance Office October 2006 - October 2007
Skills
Microsoft Office, Microsoft Excel, Research, Project Management, Analysis, Finance, Employee Relations, MS Project, Fixed Income, Financial Analysis, Financial Modeling, Leadership, Management, Microsoft Word, PowerPoint, Spanish, Teamwork, Accounting, Accounts Receivable, Risk Management, Sales
Education
University of Puerto Rico-Mayaguez 2004 — 2011
Bachelor's degree, Finance
IGATE August 2014 - Present
Citizens Property Insurance December 2004 - August 2014
PwC March 2004 - December 2004
St. Johns River Water Management District October 2003 - February 2004
Strategic Dimensions Inc March 2002 - September 2003
Managestar Inc April 2001 - February 2002
Pearson North America October 2000 - March 2001
IBM June 2000 - September 2000
J.P. Morgan September 1999 - May 2000
Guy Carpenter October 1998 - August 1999
Skills
Java, J2EE Application..., Gosu, Guidewire, SOA, Microsoft SQL Server, DB2, Oracle, Sybase, Product Development, Websphere, Weblogic, Agile Methodolgy, Scrum, Database Design, XML, Project Management, SaaS, Enterprise Architecture, Tomcat, Agile Methodologies, JMS, SDLC, WebSphere, Java Enterprise Edition, WebLogic
Education
University of Rajasthan 1992 — 1995
Master of Computer Applications (MCA), Computer Science
FreemanXP March 2015 - Present
NetApp September 2011 - March 2015
J.P. Morgan August 2011 - September 2011
The Performance Group of Northern California (TPG) October 2005 - August 2011
Linale Events September 2003 - October 2005
PGI 1998 - 2003
Hornblower Cruises & Events 1996 - 1998
Skills
Hotels, Event Management, Contract Negotiation, Management, Incentives, Meeting Planning, Budgets, Marketing, Social Media Marketing, Event Planning, Customer Service, Vendor Management, Corporate Communications, Corporate Events, Strategy, Hospitality, Marketing Communications, Project Planning, Marketing Strategy, Trade Shows, Social Media, International Project..., Logistics
Education
University of San Diego 1991 — 1995
Bachelor, Business Administration
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Ticket Works Online S.L- FC Barcelona Authorized Ticket Distributor September 2013 - December 2013
Ronald E. McNair Postbaccalaureate Achievement Program May 2013 - July 2013
University of Rochester Computer Science Department January 2013 - May 2013
Education
University of Rochester 2011 — 2015
Bachelor’s Degree, Financial Economics, Magna Cum Laude
Institute for the International Education of Students: Barcelona, Spain 2013 — 2013
American Express June 2015 - Present
J.P. Morgan August 2010 - June 2015
State Farm March 2007 - July 2010
Skills
Requirements Analysis, PL/SQL, SDLC, Oracle, Core Java, SQL, Struts, Java, Web Services, Java Enterprise Edition, Software Project..., Unix, XML, Hibernate, JSP, Spring Framework
Education
University of Pune 2002 — 2006
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
J.P. Morgan February 2014 - Present
Orenda Compositions and Technology June 2012 - Present
Synchronoss Technologies February 2011 - June 2012
University of Pittsburgh March 2010 - October 2010
Pittsburgh Symphony Orchestra June 2009 - March 2010
University of Pittsburgh September 2005 - April 2009
Skills
Data Analysis, Marketing, Social Media Marketing, Sales, Songwriting
Education
Point Park University 2009 — 2010
Master's of Business Administration, Management
University of Pittsburgh 2005 — 2009
Bachelor's, Music and Philosophy
J.P. Morgan May 2014 - Present
JP Morgan June 2008 - May 2014
Bear Stearns 2007 - 2008
Prudential Equity Group 1993 - 2007
Skills
Equities, Equity Research, Series 7, Investments, Valuation, Series 63, Asset Managment, Securities, Portfolio Management, Private Equity, Bloomberg
Education
University of Rhode Island - College of Business Administration 1987 — 1991
BS - Finance
J.P. Morgan July 2005 - June 2014
J.P. Morgan July 2013 - March 2014
RCG Global Services March 1986 - July 2005
Skills
COBOL, Securities Lending, CICS, VSAM, WebSphere MQ, Easytrieve, Business Analysis, JCL, SQL, Visio, Investment Banking, Software Project..., Trading Systems, Fixed Income, Business Requirements, Requirements Analysis, SDLC, Analysis, Requirements Gathering, Quality Center, Fileaid, Capital Markets, Testing, User Acceptance Testing
Education
University of Pretoria/Universiteit van Pretoria 1978 — 1981
B Sc, Computer Science, Mathematics
Hoërskool Carletonville 1971 — 1975
Matriculated High School
Blyvooruitsig Laerskool 1963 — 1970
J.P. Morgan June 2015 - Present
J.P. Morgan April 2014 - June 2015
JPMorgan Chase October 2012 - March 2014
Jayne Wrightsman July 2011 - September 2012
Ghana Africa International Operations February 2011 - May 2011
John T. Mather Memorial Hospital June 2010 - August 2010
Skills
PowerPoint, Word, Outlook, Excel, certaflex, Finance, Microsoft Excel, Social Media
Education
University of San Diego 2007 — 2011
BS, Finance and International Business
University of Virginia 2009 — 2009
Semester at Sea Program
JPMorgan Chase September 2013 - Present
J.P. Morgan June 2012 - Present
JPMorgan Chase June 2010 - June 2012
RBS June 2007 - June 2010
Skills
Interest Rate..., Rates, Financial Risk, Options, Derivatives, Fixed Income, Middle Office, FX Options, Bonds, Hedge Funds, Bloomberg, Investment Banking, Capital Markets, Swaps, Equities, Trading, Management
Education
University of Richmond 2003 — 2007
Needle & Stack Recruiting, LLC August 2015 - Present
Union Bank September 2012 - July 2015
Pacific Gas and Electric Company June 2011 - September 2012
Stella & Dot December 2010 - March 2011
Wells Fargo 2003 - November 2010
J.P. Morgan 2000 - 2003
Skills
Employee Engagement, Sourcing, Vendor Management, Training, Recruiting, College Recruiting, Diversity Sourcing, Talent Management, Affirmative Action, Employee Relations, Diversity, Temporary Placement, Interviews, Management, Human Resources, Applicant Tracking..., Talent Acquisition, Personnel Management, Budgets, New Hire Orientations, Nonprofits, Executive Search
Education
University of San Francisco
Bachelor of Science (BS)
The Vegetable & the Butcher ("V&B") July 2015 - Present
The Carlyle Group June 2013 - June 2015
J.P. Morgan November 2012 - May 2013
M.A. Wright Fund - Rice University January 2012 - December 2012
Apartment Realty Advisors May 2012 - August 2012
Hoff Group, LLC September 2009 - August 2011
Northwestern Mutual May 2008 - September 2009
Skills
Real Estate, Finance, Economics, Financial Modeling, Financial Analysis, Data Analysis, Microsoft Office, Market Research, DCF Valuation, Valuation, Microsoft Excel, Analysis, Asset Management, Strategy, Business Planning, Management, Start-ups, Corporate Finance, Capital Markets
Education
Rice University - Jesse H. Jones Graduate School of Business 2011 — 2013
MBA, Finance & Real Estate, 3.83
University of San Diego 2005 — 2009
BBA in Finance, Minor in Real Estate, Cum laude
ICAP July 2013 - Present
UBS Investment Bank 2012 - June 2013
Goldman Sachs 2010 - 2012
J.P. Morgan March 2008 - July 2010
Lehman Brothers 2005 - 2008
Rich Products Corporation June 2004 - September 2004
Skills
Investment Banking, Financial Modeling, Corporate Finance, Fixed Income, Derivatives, Middle Office, Process Improvement, Securities Operations, Securities Market, Project Management, Data Analytics, Business Analysis, Change Management, Process Re-engineering, Market Research, Operations Management, Equities, Operating Systems, System Testing, Prime Brokerage, Risk Management, Underwriting, IPO, Settlement, Clearing, Equity Trading, Client Development, Due Diligence, Microsoft Office, Strategic Planning, Trade Support, Client Services, Strategy, Finance, Mergers & Acquisitions, Securities, Trading
Education
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Business Administration (MBA), Accounting and Finance
J.P. Morgan June 2015 - Present
University of Rochester Medical Center November 2011 - Present
University of Rochester August 2014 - May 2015
University of Rochester August 2014 - December 2014
J.P. Morgan June 2014 - August 2014
European Parliament January 2014 - May 2014
Students Helping Honduras August 2012 - January 2014
University of Rochester August 2013 - December 2013
Secretaría de Desarrollo Económico de S. L. P.[ August 2013 - August 2013
11th Annual Youth Assembly at the UN August 2012 - August 2012
Skills
International Relations, Foreign Policy, Political Science, Politics, International Security, International..., Policy Analysis, Diplomacy, Human Rights, Spanish, Research, International Political..., French, English, Public Policy, National Security, Comparative Politics, Economics, Intercultural..., Foreign Affairs, Event Planning, Leadership, Business, Public Speaking, Fundraising, Financial Modeling
Education
University of Rochester 2011 — 2015
Bachelor's degree, Business/ International Relations
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
International Capital Networks September 2011 - December 2011
Deloitte May 2011 - August 2011
University of Pittsburgh, College of Business Administration January 2011 - May 2011
ISP Sports September 2009 - March 2010
Skills
Financial Analysis, Investment Banking, Fixed Income, Goal-driven leader, Financial Modeling, Bloomberg, Private Equity, Valuation, Corporate Finance, Capital Markets, Investments, Economics, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science in Business Administration, Finance and Accounting
Academia Sinica, Taiwan July 2015 - Present
J.P. Morgan July 2011 - September 2011
Skills
D3.js, Data Science, Data Analysis, Django, Python, Java, JavaScript, APIs, Team Development, Project Management, C
Education
University of Rochester 2014 — 2017
Bachelor of Science (BS), Computer Science
Robert Louis Stevenson High School 2010 — 2013
High school
J.P. Morgan July 2014 - Present
Education
University of Richmond - Robins School of Business 2010 — 2014
Bachelor of Science, Business Administration; Finance and Economics
Axial April 2014 - Present
J.P. Morgan December 2012 - April 2014
Prosek Partners June 2008 - December 2012
University of Richmond Communications August 2009 - May 2010
The Collegian January 2009 - April 2009
Skills
Financial Communications, Public Relations, Public Speaking, Writing, News Writing, Business News, Financial News, Marketing Communications, Corporate Communications, Management, New Media, Strategic Communications, Press Releases, Strategy, Media Relations, Entrepreneurship
Education
University of Richmond - Robins School of Business
BSBA Business Administration, Concentrations in Marketing and Entrepreneurial Management
Wirtschaftsuniversität Wien
Business Administration, Marketing, Management, Economics
Trive Capital August 2015 - Present
Harris Williams & Co. June 2013 - July 2015
J.P. Morgan June 2012 - August 2012
Adirondack Small Cap Fund April 2011 - August 2011
Marriott & Co., LLC February 2011 - May 2011
Skills
Leveraged Finance, Valuation, Corporate Finance, Equities, Capital Markets, LBO, Microsoft Word
Education
University of Richmond 2009 — 2013
BSBA, Finance
Telluride Asset Management August 2012 - Present
Alpine Partners VI, LLC December 2010 - August 2012
J.P. Morgan April 2000 - December 2010
Morgan Stanley June 1997 - April 2000
Skills
Equities, Portfolio Management, Trading, Asset Management, Derivatives, Alternative Investments, Investments, Fixed Income, Capital Markets, Exchange Traded..., Hedge Funds, Trading Systems, Trading Strategies, Product Development, Product Launch, ETFs, Microsoft Excel, Bloomberg, Management, Indexing, Index Arbitrage, PowerPoint, Reuters 3000, Equity Research
Education
University of Rochester - Simon Business School 1996 — 1997
Business Management Studies Certification, Finance
University of Rochester 1993 — 1997
Bachelor of Arts (B.A.), Economics
J.P. Morgan December 2014 - Present
Deutsche Bank June 2004 - November 2014
Microsoft June 2002 - June 2004
Rockwell 1993 - 2002
Skills
Strategic Sourcing, Vendor Management, Outsourcing, Program Management, Change Management, Business Strategy, Risk Management, Strategy, Financial Modeling, Process Improvement, Project Management, Business Process..., Contract Negotiation, Cross-functional Team..., Negotiation, Management, Business Analysis, Financial Analysis, Six Sigma, Supply Management, Purchasing, Procurement, Business Transformation
Education
University of Richmond - Robins School of Business 1996 — 1998
MBA, Finance
North Carolina State University 1986 — 1991
B.S., Mechanical Engineering
University of Rochester Public Safety Department October 2014 - Present
University of Rochester Medical Center February 2014 - Present
University of Rochester Sports Medicine Department August 2013 - Present
J.P. Morgan November 2014 - November 2014
Norris Clifton Creative July 2013 - August 2013
Jensen, Marks, Langer & Vance Comprehensive Wealth Planning, LLC July 2013 - August 2013
Skills
Team Leadership, Teamwork, Public Speaking, Microsoft Office, Social Media, Data Analysis, Financial Analysis, DCF Valuation, Microsoft Word
Education
University of Rochester 2012 — 2016
Bachelor's Degree, Business Administration and Management, General, Junior
Canisius High School 2008 — 2012
High School
Cerberus Capital Management August 2015 - Present
J.P. Morgan June 2011 - July 2015
Meliora Capital Management LLC October 2009 - August 2011
Jefferies & Company June 2010 - August 2010
ING Financial Markets LLC June 2009 - August 2009
ING Financial Markets LLC May 2008 - September 2008
Skills
Investments, Data Analysis, Fixed Income, Financial Modeling, Valuation, Hedge Funds, Research, Microsoft Excel, Economics, Microsoft Office
Education
University of Rochester 2007 — 2011
BA, Financial Economics
Packer Collegiate Institute 2003 — 2007
High School
J.D.A. Custom Homes, Inc. July 2012 - Present
J.P. Morgan July 2010 - June 2012
J.P. Morgan January 2009 - June 2010
J.P. Morgan July 2007 - January 2009
Skills
Financial Modeling, Investments, Portfolio Management, Investment Banking, Forecasting, Strategic Financial..., Process Improvement, Asset Allocation, Management, Analysis, Finance, Market Research, Project Management, Fixed Income, Equities, Asset Managment, Bloomberg, Valuation, Hedge Funds, Financial Analysis
Education
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Finance and Spanish
Family Partnership (Private) 2011 - Present
J.P. Morgan 2000 - 2010
JPMorgan Chase 1997 - 2000
Great American Music Hall 1991 - 1997
Skills
Financial & Operational..., Business Analytics, Project Management, Business Analysis, Structured Finance, Credit Derivatives, Data Analysis, Transaction Origination, Subordinated Debt, CDO, Analytical Solutions, CLN, Structured Notes, Total Return Swaps, ISDA, Preferred Stock, Vegetable Gardening, Derivatives, Bloomberg, Securitization, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1999 — 2003
Master of Business Administration (M.B.A.), Finance, General
University of San Francisco
Bachelor's degree, Sociology
J.P. Morgan May 2014 - Present
MAXIMUS January 2014 - May 2014
MAXIMUS January 2013 - December 2013
MAXIMUS June 2011 - December 2012
University of Richmond November 2010 - April 2011
F.X. Duffy & Co., Inc. May 2010 - January 2011
L.F. Driscoll May 2008 - August 2008
Skills
SAS, SPSS, Monarch Pro, Microsoft Excel, Microsoft Access, Project Management, AS400
Education
University of Richmond - Robins School of Business 2007 — 2011
BSBA, Economics, German Studies, 3.49, Cum Laude
Unionville High School
ILS 2006 - Present
J.P. Morgan January 2003 - January 2006
Baker & McKenzie January 2001 - January 2003
Skills
Translations,..., Subtitles, Certified..., Visas, Immigration Law, International Law, Translation, Multilingual, Localization, Foreign Languages, Courts, Russian, International Relations, French, Corporate Law, Legal Assistance
Education
Northern Interamerican University School of Law
Juris Doctorate, International Law and Legal Studies
University of San Diego
Bachelor of Business Administration (B.B.A.), Finance and International Relations
SolarWinds October 2010 - Present
J.P. Morgan 2008 - 2010
Bear Stearns June 2007 - August 2007
Imagine Software, Inc 2004 - 2006
Unisys/TechHackers 1998 - 2004
Skills
Equity Research, Corporate Finance, Investor Relations, Equities, Valuation, Financial Modeling, Financial Analysis, Corporate Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2006 — 2008
M.B.A., Finance and Corporate Accounting
University of Rhode Island 1994 — 1998
B.A., Finance and Management Information Systems
Virtusa June 2015 - Present
Fonolo April 2011 - Present
Mobiquity, Inc. August 2013 - June 2015
Barclays Capital December 2009 - August 2013
J.P. Morgan November 2007 - December 2009
Mass Mutual November 2005 - January 2007
Skills
Trading, Strategy, Options, Finance, Investments, Analytics, Capital Markets, Financial Risk, Mobile Devices, E-commerce, Mobile Strategy, Business Development, Derivatives, Sales, Equities, Securities, Financial Modeling, Financial Analysis, Business Analysis, Risk Management, Start-ups, Mobile Technology, Mobile Applications, User Experience, Enterprise Architecture, Enterprise Technology..., Management, Leadership, Business Strategy, Strategic Partnerships, CRM, Social Media
Education
University of Scranton 2001 — 2005
Bachelor of Science (B.S.), Finance
Cranford 1997 — 2001
J.P. Morgan October 2009 - Present
Patni Computer Systems 2008 - March 2010
Patni Computer Systems 2004 - 2008
Education
Ncst 2003 — 2004
Post graduate diploma in software technology
University of Pune 2000 — 2003
Bachelor of engineering, Instrumentation and control
VPM's Polytechnique 1997 — 2000
Diploma in engineering, Instrumentation
Himalaya High School
High school
J.P. Morgan March 2013 - Present
J.P. Morgan July 2010 - March 2013
Skills
Bloomberg, Financial Modeling, Fixed Income, Microsoft Excel, Credit Derivatives, Equity Derivatives, Interest Rate..., FX Options, Trading
Education
University of Scranton 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), International Business
J.P. Morgan June 2011 - Present
Cohn & Wolfe September 2007 - January 2011
MetLife January 2004 - August 2007
Citigroup October 1998 - December 2003
Skills
Internal Communications, Strategic Communications, Copywriting, Marketing Communications, Public Relations, Social Media Marketing, Newsletters, Social Media, Advertising, Content Management, Marketing, Management, Music, Executive..., Editing
Education
University of Rochester 1989 — 1993
BA, History
MuleSoft Inc August 2014 - Present
J.P. Morgan June 2011 - August 2014
J.P. Morgan November 2008 - July 2009
J.P. Morgan July 2007 - November 2008
Skills
Finance, Valuation, Equity Research, Financial Modeling, Equities, Bloomberg, Hedge Funds, Investments, Corporate Finance, Equity Valuation, Securities, Due Diligence, Business Strategy, Competitive Analysis, Data Analysis, Market Research
Education
Yale University - Yale School of Management 2009 — 2011
M.B.A.
University of Rochester 2003 — 2007
B.A., Economics, Mathematics
J.P. Morgan June 2007 - Present
Skills
Quantitative Finance, Fixed Income, Derivatives
Education
Yale University 1998 — 2003
Ph.D, Mathematics
University of Science and Technology of China 1991 — 1998
B.S. and M.S, Mathematics
J.P. Morgan February 2014 - Present
BlackRock May 2013 - February 2014
Goldman Sachs February 2006 - April 2013
Symantec January 2001 - February 2006
Skills
Agile Methodologies, User Interface Design, Requirements Analysis, Change Management, Sparx Enterprise..., Web Services, XML Spy, Design Patterns, Java, JSF, Spring, Hibernate, Ext JS, AJAX, EJB, Struts, XML, JSP, Selenium Testing, Fitnesse, Hudson, Eclipse, Visio, Maven2, CVS, Visual SVN, Sybase, JUnit, Spring Framework, Maven, SDLC, Management, Integration, Solution Architecture, Enterprise Software
Education
University of Pune 1996 — 2001
Masters, Computer Science, 3.8
University of Pune 1996 — 1999
Bachelors, Computer Science, 3.5
J.P. Morgan September 2012 - Present
Cognizant Technology Solutions November 2010 - September 2012
J.P. Morgan November 2010 - September 2012
Regent Atlantic Capital June 2009 - October 2010
Simon Graduate School of Business September 2007 - March 2009
Goldman Sachs 2008 - 2008
Sarnoff Corporation (SITPL) July 2005 - June 2007
Skills
Portfolio Management, Business Analysis, Credit Risk, Financial Modeling, Investment Banking, Strategy, Derivatives, Financial Services, Vendor Management, Banking, Equities, Valuation, Financial Analysis, Risk Management, Business Process..., Corporate Finance, Management Consulting, Data Analysis
Education
Project Management Institute 2011 — 2011
PMP, Project Management
University of Rochester - Simon Business School 2007 — 2009
MBA, Finance
University of Pune 2001 — 2005
Bachelor of Engineering, Electronics and Telecommunications
University of Rochester
Master of Business Administration (MBA), Finance
Bank Leumi USA June 2015 - Present
JPMorgan Chase April 2003 - May 2015
J.P. Morgan February 2002 - April 2003
J.P. Morgan April 1998 - April 2002
Skills
Fixed Income, Product Management, Foreign Exchange, Project Management, SWIFT messages, Securities, Back Office, Financial Services, Middle Office, Risk Management, Banking, Equities, Global Custody, Relationship Management, Financial Markets
Education
University of Rhode Island - College of Business Administration 1989 — 1993
BS, Business Management
Capital One August 2013 - Present
TD Private Bank June 2009 - July 2013
First Republic Bank July 2007 - June 2009
J.P. Morgan May 1991 - June 2007
Skills
Private Wealth..., Private Banking, Wealth Management, High Net Worth..., Wealth Management..., Portfolio Management, Investments, Financial Services, Equities, Mutual Funds, Fixed Income, Asset Allocation, Securities, Capital Markets, Alternative Investments, Investment Advisory, Asset Management, Bonds, Series 7, Credit, Hedge Funds, Loans, Banking, Credit Analysis, Relationship Management, Commercial Lending, Mortgage Lending, Investment Management, Retirement Planning, Wealth
Education
University of Rochester 1984 — 1988
Bachelor of Arts (B.A.)
JPMorgan Asset Management - Global Liquidity February 2014 - Present
JPMorgan Chase October 1998 - January 2014
J.P. Morgan August 1996 - September 1998
Skills
Microsoft Excel, Microsoft Word, Outlook, Client Relations Skills, Microsoft Office, Customer Service
Education
University of Scranton 1992 — 1996
BS, Accounting
Ursuline Academy 1988 — 1992
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase June 2013 - July 2015
J.P. Morgan July 2010 - June 2013
Skills
Marketing, Middle Market, Sales, Marketing Event Planning, Corporate Finance, Equity Derivatives, Financial Analysis, Data Analysis, Equities, Derivatives, Regulatory Requirements, Dodd-Frank, Project Management
Education
University of Rochester 2006 — 2010
Bachelor of Science (B.S.), Economics, Statistics
Self-emlpoyed 2007 - Present
J.P. Morgan April 1987 - June 2001
Skills
Start-ups, Small Business, Coaching, Public Speaking, Entrepreneurship
Education
University of Pittsburgh 1980 — 1984
Bachelor’s Degree, Biology, Computer Science, Math
J.P. Morgan October 2009 - Present
IDC October 2008 - October 2009
Morgan Stanley July 2000 - May 2008
Philips Semiconductors 1999 - 2000
VLSI Technology 1992 - 1999
Samsung Semiconductor 1989 - 1992
Skills
Investments, Equity Research, Semiconductors, Semiconductor Industry, Business Development, Product Marketing, Valuation, Competitive Analysis, Venture Capital, Financial Modeling, Finance, Financial Markets, Investor Relations, Equities, Mergers & Acquisitions
Education
University of San Francisco - School of Management 1997 — 2000
MBA, Finance
University of Southern California 1985 — 1989
BSEE, Electrial Engineering
J.P. Morgan August 2008 - Present
Bear Stearns March 2002 - August 2008
Bear, Stearns & Co Inc 2002 - 2008
Skills
Trading, Fixed Income, Public Finance, Hedge Funds, Equities, Capital Markets, Series 7, Bloomberg, Investment Banking, Series 63, Investments, Valuation, Portfolio Management, Securities, Bonds, Derivatives, Financial Modeling, Mutual Funds, Financial Analysis, Municipalities, Due Diligence, Fixed Income Analysis, Marketing Strategy
Education
University of Richmond 1996 — 2000
BSBA, Finance and International Business
Holmdel High School 1992 — 1996
J.P. Morgan April 2014 - Present
It's Easy Passport & Visa Services March 2013 - March 2014
Sierra Passport & Visa Service 2012 - 2013
Travisa February 2010 - April 2012
Skills
Microsoft Office, Calyx Point, Document Management, Communication Skills, Corporate Communications, Spanish-speaking, Italian, CRM, Social Media, Business Travel, Marketing Strategy, Market Research, Time Management, Negotiation, Management, Customer Service, Sales
Education
Baruch College 2003 — 2005
Industrial and Organizational Psychology, 3.0
Baruch College (CUNY)
Industrial Organizational Psychology; Communications
University of Rhode Island
Intended Accounting
J.P. Morgan December 2014 - Present
Perella Weinberg Partners February 2013 - November 2014
SmartIMS March 2012 - January 2013
GFT USA, Inc October 2011 - March 2012
G2 Systems LLC (Acquired by GFT USA in Oct 2011) January 2010 - October 2011
Yale University January 2008 - December 2009
Skills
Perl, SQL, Software Development, Derivatives, Equities, Fixed Income, C#, Geneva RSL, RDL, SSRS,..., Security Master,..., Bloomberg, Hedge Funds, Fortran, Mathematica
Education
University of Rochester 2001 — 2008
Doctor of Philosophy (Ph.D.), Physics
Bank of America Merrill Lynch February 2014 - Present
J.P. Morgan February 2012 - February 2014
J.P. Morgan 2003 - February 2012
First North American National Bank 1998 - 2003
Skills
Business Analysis, Credit Cards, Financial Services, Banking, Portfolio Management, Process Improvement, PMO, Program Management, Project Management, Cross-functional Team..., Product Management, PMP, Payments, Relationship Management, Requirements Gathering, Project Portfolio..., Strategy, Business Requirements
Education
DeVry University
MBA, Finance
University of San Francisco
BS, Biology
J.P. Morgan 2015 - Present
Barclays Investment Bank 2012 - 2015
Education
University of Rochester 2008 — 2012
B.A., Financial Economics (Honors) and Minor in Math
J.P. Morgan Asset Management August 2014 - Present
J.P. Morgan April 2013 - May 2014
J.P. Morgan Investor Services August 2012 - April 2013
J.P. Morgan Worldwide Securities Services May 2005 - August 2012
**various** 1992 - 2002
Skills
Proposal Writing, Management, Customer Service, Editing, Proofreading
Education
University of Rochester 1988 — 1992
B.A., Theatre
J.P. Morgan August 2010 - Present
Los Alamos National Laboratory May 2007 - August 2007
Skills
Quantitative Finance, Portfolio Optimization, Monte Carlo Simulation, Stochastic Calculus, Quantitative Analytics, Numerical Analysis, R, Matlab, Mathematica, Time Series Analysis, Stochastic Processes, Machine Learning
Education
University of Southern California 2004 — 2010
Ph.D, Physics
University of Southern California 2006 — 2009
M.S, Mathemetical Finance
University of Science and Technology of China 1997 — 2001
B.S, Physics
Goldman Sachs April 2015 - Present
J.P. Morgan November 2012 - April 2015
University of Chicago September 2007 - May 2012
Skills
Python, Quantitative Finance, C++, Linux, Statistics, Physics, Mathematics, Monte Carlo Simulation, Stochastic Calculus
Education
The University of Chicago 2007 — 2012
PhD, Particle Physics
University of Science and Technology of China 2003 — 2007
Bachelor of Science, Theoretical Physics
J.P. Morgan 2011 - Present
George McKelvey Co June 2009 - August 2009
Van Note Harvey Assoc 2002 - 2009
Education
University of Rochester 2006 — 2010
Communications High School 2002 — 2006
J.P. Morgan August 2013 - Present
Volunteer December 2011 - Present
RSM McGladrey, Inc. July 2011 - October 2011
SolomonEdwardsGroup August 2009 - July 2011
FINRA March 2007 - March 2009
PNC Financial Services, Inc., N.A. August 2004 - September 2006
The Vanguard Group June 2000 - August 2003
Skills
Financial Analysis, Risk Management, Investments, Financial Modeling, Finance, Asset Managment, Bloomberg, Portfolio Management, Investment Banking, Analysis, Equities, Fixed Income, Banking, Due Diligence, Auditing, Internal Audit, Internal Controls, Accounting, Access, Budgets, Financial Services, Asset Management, Management, Financial Risk, Securities, Mutual Funds, Leadership, Financial Planning
Education
University of Pittsburgh 2000 — 2004
BSBA, Business Administration/Psychology, Minor: Economics
Bloomberg January 2010 - Present
Bloomberg LP October 1995 - Present
J.P. Morgan July 1992 - January 1995
Skills
Bloomberg, SAP BW, Project Management, Product Management, Market Data, Reference Data, Contract Management, Billing Process, Marketing Strategy, Sales, Management, Financial Markets, Derivatives, Fixed Income, Equities, Electronic Trading, Enterprise Software, Options
Education
University of Rhode Island - College of Business Administration 1989 — 1992
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
J.P. Morgan June 2011 - Present
Mosaic Lizard Theater December 2009 - June 2013
Nordstrom February 2010 - March 2011
Rice Elementary School January 2010 - July 2010
University of San Diego September 2007 - August 2009
University of San Diego, Associated Students May 2008 - May 2009
Curves December 2004 - January 2009
University of San Diego 2008 - 2009
University of San Diego October 2006 - September 2008
Wolfgang Puck Catering May 2007 - September 2007
Skills
Event Planning, Event Management, PowerPoint, Microsoft Office, Public Speaking, Photoshop, Microsoft Excel, Retail, Marketing, Social Media, Management, Facebook, Social Networking
Education
University of San Diego 2005 — 2009
Bachelor's Degree, Communications Studies, Theatre Arts
Alverno High School 2001 — 2005
JPMorgan Chase & Co. September 2014 - Present
Cantor Fitzgerald 2010 - 2012
J.P. Morgan 1999 - 2009
Skills
Credit Derivatives, Proprietary Trading, Fixed Income, Capital Markets, Options, Derivatives, Equities, Series 7, Bloomberg, High Grade, Structured Products, Alternative Investments, Investment Banking, Valuation, Bonds
Education
William E. Simon School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance, Competitive and Organizational Strategy
University of Vermont 1995 — 1999
BS, Finance
J.P. Morgan March 2013 - Present
QBE the Americas September 2010 - July 2012
Education
University of Richmond 2006 — 2010
Bachelor of Arts (B.A.), Latin American Studies
Moses Brown School 2002 — 2006
J.P. Morgan May 2008 - Present
Skills
Derivatives, Fixed Income, Mutual Funds
Education
University of Rhode Island 1996 — 2000
Finance
J.P. Morgan October 2009 - Present
Arnhold and S. Bleichroeder May 2005 - October 2009
State Street March 2002 - May 2005
Skills
Series 7, Asset Managment, Series 63, Mutual Funds, Hedge Funds, Securities, Alternative Investments, Private Banking, Bloomberg Terminal, Account Reconciliation, Microsoft Excel, Cash Management, Settlement, Financial Services, Equities, Investments, Bloomberg, Derivatives, Banking, Fixed Income
Education
University of Scranton 1995 — 1999
Bachelor of Science (B.S.)
J.P. Morgan 1988 - Present
Skills
Fixed Income, Structured Finance, Series 7, Financial Institutions, Money Market, Commercial Paper, Team Building, Capital Markets, Structured Products, Financial Structuring, Bonds, Private Equity, Investment Banking, Derivatives, Finance, Banking
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Rochester 1984 — 1988
BA, Economics
MassMutual Financial Group October 2014 - Present
Voya Financial July 2013 - October 2014
CIGNA Healthcare June 2011 - June 2013
Cognizant Technology Solutions December 2002 - June 2011
The Hartford July 2006 - May 2011
J.P. Morgan June 2004 - July 2006
Skills
SDLC, Salesforce.com..., PMP, PMO, CRM, Business Requirements, Requirements Gathering, Requirements Analysis, Vendor Management, Cloud Computing, Resource Management
Education
University of Pune 2000 — 2002
Masters in Computer Science, Masters
Fidelity Investments July 2012 - Present
Private Registered Investment Advisory Firm June 2011 - June 2012
J.P. Morgan January 2008 - May 2010
J.P. Morgan April 2007 - December 2007
Western & Southern Financial Group October 2000 - March 2007
Western & Southern Financial Group March 2000 - September 2000
Skills
Mutual Funds, Financial Reporting, Fund Accounting, GAAP, Financial Analysis
Education
University of Pittsburgh
Bachelor of Science, Business Administration
EY September 2014 - Present
NYU Stern School of Business August 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Concentrance October 2009 - May 2012
Concentrance June 2006 - October 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Bloomberg, Investment Banking, Capital Markets, Economics, Emerging Markets, Fixed Income, Private Equity, Due Diligence, Quantitative Analytics, Venture Capital, Equities
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Richmond 2002 — 2006
Bachelor of Science in Business Administration, Economics, Finance
RCNUWC
International Bacalaureatte
Laurel Real Estate Services LLC October 2012 - Present
Macquarie Funding Holdings Inc October 2007 - October 2012
LaSalle Bank February 2004 - October 2007
JP Morgan Mortgage Capital January 1999 - February 2004
J.P. Morgan February 2003 - January 2004
CreditVest, Inc. January 1990 - December 1997
Skills
Capital Markets, Due Diligence, Valuation, Securitization, Disposition, Investments, Loans, Commercial Lending, Asset Management, Management, Credit, CMBS, Financial Structuring, Banking, Finance, Corporate Finance, Portfolio Management, Asset Managment, Real Estate Economics, Restructuring
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1982
MBA, Accounting and Finance
University of Pittsburgh 1977 — 1982
BA, Economics
J.P. Morgan September 2015 - Present
CWCapital Asset Management February 2014 - September 2015
CWCapital Asset Management August 2012 - February 2014
Cambridge Holdings LLC May 2012 - August 2012
Marcus & Millichap May 2011 - September 2011
Skills
ARGUS Valuation-DCF..., CMBS
Education
University of Richmond 2006 — 2010
Bachelor of Science (B.S.), Business Administration
J.P. Morgan March 2015 - Present
J.P. Morgan October 2014 - March 2015
The Legal Aid Society - New York June 2012 - August 2012
Maknoon & Associates June 2011 - August 2011
Atlantic Business Products August 2009 - July 2010
Sandler Capital Management May 2007 - August 2007
Waterside Plaza LLC June 2005 - August 2005
Skills
Legal Writing, Legal Research, Westlaw, Microsoft Office, Research, Litigation, Policy Analysis, Public Speaking, Microsoft Excel, LexisNexis, Criminal Law
Education
University of Pittsburgh School of Law 2010 — 2013
Juris Doctor (J.D, International Law and Legal Studies
Carnegie Mellon University College of Humanities 2005 — 2009
Bachelor of Science, Social Sciences; Global Politics
Jefferies 2015 - Present
TAP Advisors July 2014 - December 2014
J.P. Morgan June 2013 - August 2013
UMass Medical School September 2009 - May 2010
Skills
Bloomberg Terminal, Sales Force..., Access, Excel, PowerPoint, Word, Microsoft Office, Financial Modeling, Mandarin, Microsoft Excel, Valuation, Data Analysis
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Bachelor of Science (BS), Finance and International Business
University of Rochester 2010 — 2011
Biomedical Engineering
Worcester Academy 2007 — 2010
High School/Secondary Diplomas and Certificates
J.P. Morgan 2008 - Present
Bear Stearns 1999 - 2008
Education
University of Scranton 1995 — 1999
J.P. Morgan
Skills
Portfolio Management, Fixed Income Trading
Education
University of Richmond - Robins School of Business
Capital Group July 2014 - November 2014
BNY Mellon December 2013 - April 2014
Towers Watson February 2012 - December 2012
J.P. Morgan April 2009 - November 2011
Union Bank of the Philippines March 2008 - May 2008
Skills
Investments, Financial Analysis, Banking, Pension Funds, Hedge Funds, Bloomberg, Fund Accounting, Securities, Mutual Funds, Process Migration, Corporate Actions, Financial Reporting, Pricing, Excel, PowerPoint, Research, AS400, Sungard GMI, Alternative Investments, Investment Performance, DTC, Total Return, Microsoft Excel
Education
University of Santo Tomas 2005 — 2009
BSBA Major in Financial Management
Angelo, Gordon & Co. October 2012 - Present
HSBC Securities January 1999 - September 2012
J.P. Morgan February 1997 - December 1998
Citi May 1995 - February 1997
Skills
Accounting, Business Relationship..., Hedge Funds, Fund Administration, Fund Of Funds, Fund Accounting, Mutual Funds, Private Equity, Operational Due..., Project Management, Maintaining Strong..., Investor Relations, Operations Management
Education
University of Scranton 1991 — 1995
Bachelor of Science, Accounting
Staffmark 2014 - 2014
Computer Sciences Corporation 2005 - 2010
CSC 2004 - 2005
CSC 2002 - 2004
CSC 1996 - 2002
J.P. Morgan 1993 - 1996
BT Global Services 1991 - 1993
GE 1990 - 1991
Skills
ITIL, Project Management, SQL, Customer Service, Servers
Education
DeVry University's Keller Graduate School of Management-Pennsylvania
Master of Business Administration (M.B.A.), Management Information Systems, General
West Chester University of Pennsylvania
Bachelor's Degree, Secondary Education and Teaching, Mathematics
University of Pittsburgh
Engineering
J.P. Morgan January 2011 - April 2015
J.P. Morgan December 2008 - December 2010
J.P. Morgan January 2000 - December 2008
J.P. Morgan January 1997 - January 2000
J.P. Morgan December 1991 - January 1997
Skills
Customer Service, Equities, Financial Analysis, Financial Services, Hedge Funds, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Process Improvement, Risk Management, Securities, Strategy
Education
University of Rhode Island 1987 — 1991
Bachelor's degree, Resource Management
J.P. Morgan September 2015 - Present
Skills
Analysis, Research, Customer Service, Economics, Economic Research, Investments, Microsoft Excel, Valuation, PowerPoint, Data Analysis, Econometrics, Apple Certified, Portfolio Management, Fundamental Analysis, Monetary Policy, Financial Accounting, Sales, Financial Analysis, Equities, Financial Markets, Financial Modeling, Cold Calling, Referrals, intermarket analysis, Trading, Trading Strategies, Proprietary Trading, Teamwork
Education
University of Rhode Island 2009 — 2015
Bachelor’s Degree, Economics, Major Relevant Coursework 3.5
J.P. Morgan June 2013 - Present
J.P. Morgan Securities May 2012 - August 2012
Manning & Napier Advisors November 2011 - May 2012
University of Rochester January 2012 - April 2012
Skills
Research, Bloomberg, Microsoft Excel, Financial Modeling, PowerPoint
Education
University of Rochester 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
J.P. Morgan December 2014 - Present
Integrated Capital Management, Inc. November 2013 - November 2014
University of Scranton September 2012 - May 2014
CPG International May 2013 - November 2013
University of Scranton January 2010 - May 2013
Skills
Event Planning, Public Speaking, Microsoft Office, Editing, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Staff Development, Residence Life, Student Affairs, Financial Analysis, Financial Reporting, Financial Modeling, Operations Management
Education
University of Scranton 2012 — 2014
Master of Business Administration (MBA), Finance
University of Scranton 2008 — 2012
Bachelor of Arts (B.A.), History
J.P. Morgan October 2013 - Present
J.P. Morgan May 2013 - Present
J.P. Morgan April 2008 - April 2013
Bear Stearns April 2007 - March 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Equities
Education
University of Pittsburgh 1997 — 2000
Bachelor of Science (BS), Management Information Systems
College of Staten Island 2006 — 2007
Bachelor's Degree, Economics
J.P. Morgan April 2014 - Present
Barclays August 2010 - March 2014
Goldman Sachs January 2007 - August 2010
KeyBank October 2001 - January 2007
Skills
SOA, Enterprise Architecture, JMS, SDLC, Agile Methodologies, Investment Banking, Wealth Management, Leadership, Project Management, Spring, Web Services, Java, TIBCO, Maven, EMS, Hibernate, SOAP, RESTful, WebSphere MQ, OOAD, Market Data, Reference Data, Java Enterprise Edition, EAI, Oracle, Spring Framework, REST
Education
University of Pune
Master of Computer Applications (MCA), Information Technology
HealthFitness February 2014 - Present
eImagine Technology Group April 2013 - October 2013
J.P. Morgan April 2012 - April 2013
AT&T June 1997 - 2001
Skills
Microsoft SQL Server, Oracle Reports, Oracle PL/SQL..., Unix Shell Scripting, Cognos, Business Analysis, Oracle, Database Design, SQL, T-SQL, Data Warehousing, SDLC, ETL, Requirements Analysis, Performance Tuning, Software Development, PL/SQL, Databases, Visual Basic
Education
University of Pune 1992 — 1994
Master of Computer Science, Computer Science, First Class Distinction
University of Pune 1989 — 1992
Bachelor of Computer Science, Computer Science, First Class
NextEra Energy Resources September 2014 - Present
NextEra Energy Resources November 2013 - September 2014
J.P. Morgan January 2013 - November 2013
J.P. Morgan 2011 - 2013
J.P. Morgan 2008 - 2011
J.P. Morgan 2005 - 2008
J.P. Morgan 2003 - 2005
J.P. Morgan 1999 - 2003
Toyo Trust 1996 - 1999
Skills
Market Risk, Interest Rate..., FX Derivatives, Commodity Risk..., Commodity Markets, Capital Markets, Credit Derivatives, Residential Mortgages, Technology, IT Operations, Corporate Finance, Valuation, Project Management, Financial Risk, Risk Management
Education
University of Richmond - Robins School of Business 1992 — 1996
Bachelor of Science (BS), Accounting and Finance
Janney Montgomery Scott LLC January 2015 - Present
J.P. Morgan June 2005 - June 2008
Bear Stearns June 1999 - June 2001
Bear Stearns Trading oporations June 1994 - June 1998
Skills
Bloomberg, Capital Markets, Equities, Hedge Funds, Fixed Income, Series 63, Series 55, Series 7, Investments, Securities, Alternative Investments, Trading Systems
Education
University of Scranton
Bachelor's degree, Business Administration and Management, General