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
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J.P. Morgan Employees
JP Morgan March 2011 - Present
Northern Trust Corporation July 2009 - March 2011
Equity Methods February 2008 - February 2009
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science
J.P. Morgan October 2013 — Present
JPMorgan Chase May 2013 — September 2013
JPMorgan Chase August 2012 — April 2013
JPMorgan Chase October 2011 — July 2012
JPMorgan Chase June 2011 — September 2011
Graduate Career Management Center, Baruch College February 2011 — June 2011
Baruch College, City University of New York December 2010 — April 2011
Balaji Group of Industries July 2009 — July 2010
JP Morgan May 2006 — June 2009
Skills
Bloomberg, Derivatives, Financial Modeling, Valuation, Corporate Finance, Credit Risk, Risk Management, Accounting, Microsoft Excel, Financial Reporting, Business Analysis, Financial Accounting, Management, Data Analysis, Finance
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
MBA, Finance & International Business
University of Mumbai 2007 — 2009
Master of Commerce, Business Accounting and Economics
Sydenham College of Commerce & Economics 2003 — 2006
Bachelor of Commerce, Accounting & Audit
BAM Worldwide April 2013 - Present
Eastland Peak Capital January 2013 - Present
Deutsche Bank Securities July 2010 - December 2012
Garrison Investment Group 2008 - August 2010
Morgan Stanley 2004 - 2008
Banc of America Securities May 1998 - April 2004
UBS 1994 - 1998
JP Morgan August 1992 - February 1994
Skills
Hedge Funds, Capital Markets, Fixed Income, Structured Finance, Securitization, High Yield, Financial Structuring, Alternative Investments, Investment Banking, Private Equity, Credit Derivatives, Structured Products, ABS, Leveraged Finance, Bonds, Emerging Markets, LBO, Equities
Education
The University of Chicago 1990 — 1992
MBA
Australian Graduate School of Management 1991 — 1991
Florida State University 1983 — 1986
BS, Accounting
Capco February 2014 - Present
HSBC August 2004 - February 2014
Aetna, Inc 2002 - 2004
RCG Global Services October 1998 - February 2002
JP Morgan 1999 - 2001
Skills
CICS, Mainframe, JCL, TSO, VSAM, COBOL, DB2, Production Support, IBM Mainframe, SDLC, Fileaid, SQL, Business Analysis, Software Development, Change Management, Microsoft Office, Access, Visio, Troubleshooting, PMO, Cards, Endeavor, Requirements Gathering, Software Project..., Vendor Management, Systems Analysis, Project Management, Business Requirements, Software Documentation, Requirements Analysis
Education
Assumption College, San Lorenzo 1990 — 1994
Bachelor of Science (B.Sc.) in Commerce, Major in Computer Information Systems
Sierentz North America LLC September 2014 - Present
Noble Group January 2012 - August 2014
Noble Group April 2010 - February 2012
JPMorgan July 2008 - February 2010
JP Morgan 2006 - 2008
Skills
Ethanol, Commodity, Financial Modeling, Trading, Petroleum, Biofuels, Risk Management, Energy, Commodity Markets, Hedging, Analysis, Commodity Risk..., Energy Markets, Derivatives, Natural Gas, Economics, Market Analysis, Market Risk, Renewable Energy, Emerging Markets, Options, Valuation, Bloomberg, Hedge Funds, Trading Strategies
Education
American University of Beirut 2005 — 2006
Study Abroad, Middle Eastern Studies
Yale University 2001 — 2005
History
Middlebury College
High Intermediate Arabic
CBIZ April 2013 - Present
J.P. Morgan Retirement Plan Services April 2011 - April 2013
CenturyLink January 2007 - April 2011
Embarq 2005 - 2007
JP Morgan 2003 - 2005
Sprint 2001 - 2003
Skills
Telecommunications, Project Management, Business Analysis, Management, Budgets, Business Process, Strategic Planning, Finance, Process Improvement, Business Process..., Leadership, Team Leadership, Software Documentation, Financial Analysis, Negotiation
Education
Baker University 2004 — 2007
Bachelor, Science in Management
Aquinas
Kansas State University
JP Morgan Private Bank 2012 - Present
JP Morgan April 2010 - September 2012
Countrywide Bank May 2006 - September 2008
Guaranty Bank 2005 - 2006
Guaranty Bank 2002 - 2005
Guaranty Bank 2001 - 2002
Guaranty Bank 1995 - 2001
Bank United 1994 - 1995
Comerica Bank - Texas 1992 - 1994
Comerica Bank - Texas 1990 - 1992
Education
Stonier Graduate School of Banking 2001 — 2003
Banking
Southern Methodist University - Cox School of Business 1996 — 1999
MBA, Finance
Arizona State University
Bachelor of Science, Finance/Accounting/Business
International School of Brussels 1983 — 1985
Level Up Consulting August 2013 - Present
EP ENERGY August 2013 - Present
Texas Fabco July 2013 - Present
Level Up Consulting July 2007 - August 2013
ABM Industries 2010 - 2012
OGE Energy Corp 2010 - 2012
Data Technology Solutions 2010 - 2012
JP Morgan 2008 - 2009
Level Up Consulting July 2007 - April 2008
Mattress Firm July 2007 - March 2008
Skills
Business Analysis, Project Management, ITIL, Process Optimization, Web Development, Troubleshooting, Automation, Business Process..., Internal Audit, SDLC, IT Service Management, Management, Databases, Software Documentation, Testing, Analysis, Disaster Recovery, Auditing, Change Management, Access, Process Engineering, Governance, Security, Information Technology, Training, Technical Writing, Integration
Education
Austin College 1986 — 1990
Bachelor of Arts (BA), Biology, General
UBS Investment Bank January 2014 - Present
Ernst & Young June 2012 - January 2014
Goode Partners June 2011 - August 2011
Family Office of Marc Belzberg November 2009 - July 2010
AraZim Consulting January 2009 - December 2009
Ramat Development Partners September 2008 - November 2009
iStar Financial July 2006 - April 2008
JP Morgan July 2004 - June 2006
JPMorgan 2001 - 2006
Skills
Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
MBA, Finance and International Business
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), International Relations and Affairs and Economics
The Browning School 1996 — 2000
Vanguard May 2012 - Present
JP Morgan September 2010 - May 2012
FAF Advisors August 2007 - September 2010
FAF Advisors August 2007 - September 2008
The Home Buyers, Inc February 2002 - June 2007
Skills
Series 63, Series 7, Series 6, FINRA, Contact Management, Siebel, Morningstar, Microsoft Office, Negotiation, Separately Managed..., ETFs, Mutual Funds, Selling
Education
Arizona State University 2012 — 2015
Bachelor’s Degree, Design Studies w/ Design Management Concentration, Magna Cum Laude
St Cloud Technical and Community College 1996 — 1999
Associate's Degree, Advertising, Graphic Design
Charles Schwab November 2012 - Present
Charles Schwab December 2009 - November 2012
Barclays Global Investors April 2005 - March 2009
JPMorgan Chase July 2000 - February 2002
JP Morgan July 1997 - June 2000
JP Morgan June 1994 - June 1997
JP Morgan August 1992 - May 1994
Skills
Technology Evaluation, Risk Management, Leadership, Asset Managment, Portfolio Management, Financial Analysis, Mutual Funds, Business Strategy, Investments, Market Research, Valuation, Competitive Analysis, Fixed Income, Finance, Series 7, Financial Services, Money Market Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Finance
St. Lawrence University 1988 — 1992
BA, Philosophy, French
National Endowment for the Arts March 2010 - Present
Paulette Beete, Writer/Editor January 2001 - Present
National Endowment for the Arts February 2005 - March 2010
DDB Worldwide Communications Group August 2000 - July 2001
JP Morgan June 1994 - August 1999
Skills
Social Media Strategist, Social Media Outreach, Content Development, Content Management, Creative Writing, Blogging, Feature Articles, Press Releases, Editorial, Newsletters, Publishing, Editing, Interviews, Magazine Articles, Blogger, Literary Fiction, Content Writing, Editorial Calendars, Communication Training, Corporate Blogging, Poetry Readings, Creative Non-fiction, Federal Government, Creative Arts, Public Speaking, Publications, Problem Solving, Poetry, Fashion, Social Media Marketing, Facebook
Education
American University 2001 — 2004
MFA, Creative Writing
Boston University 1987 — 1991
B.S., Communications
St. Francis Prep 1983 — 1987
High School
JP Morgan 2000 - Present
Christiania Bank 1998 - 2000
Erste Bank 1997 - 1998
Paine Webber 1996 - 1997
Credit Agricole 1993 - 1996
Mitsubishi UFJ Securities 1990 - 1993
Manufacturers Hanover Trust 1979 - 1990
Skills
Electronic Trading, Trading Systems, FX trading
Education
Assumption College 1974 — 1978
BA, Economics
Chaminade High School 1970 — 1974
JPMorgan Chase May 2014 - Present
JP Morgan March 2007 - April 2014
Payne Financial Group February 2005 - March 2007
UMB Bank/ M&I Trust Company 2000 - 2004
The Resource Group 1998 - 2000
Colonial Life 1997 - 1998
Commercial Federal Savings 1995 - 1997
American Century Investments 1990 - 1995
Franklin Savings & Association 1985 - 1990
Skills
Treasury Services, Series 7, Credit, Securities, Commercial Banking, Credit Analysis, Loans, Banking, Superior Client Service, Relationship Management
Education
Baker University 1982 — 1986
BA, Business Admin
Travelers September 2013 - Present
Brigos Capital Management September 2012 - January 2013
JP Morgan June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Research, Financial Modeling, Public Speaking, Data Analysis
Education
Boston University - School of Management 2010 — 2013
Bachelor of Science (B.S.), Business Administration; Finance and Economics
Arizona State University 2009 — 2010
Finance
The Bank of New York Mellon Trust Company N.A. 2011 - 2015
The Bank of New York Mellon Trust Company, N.A. 2006 - 2010
JP Morgan 2003 - 2006
Bank One 2000 - 2003
The Bank of New York 1996 - 2000
Comerica Bank 1990 - 1996
Skills
Risk Management, Finance, Mergers & Acquisitions, Securities, Bonds, Training, Management, Networking, Small Business, CRM, Financial Services, Team Building, Banking, Leadership, Loans, Marketing, Budgets, Collaborative Problem..., Credit, Asset Management, Municipalities, New Business Development, Policy, Project Management, Sales, Investments, Mergers, Document Review, Negotiation, Time Management, Accounting, Analytic Thinker, Analysis, Corporate Trust, small group training, mentoring, municipal bond financing, legal document review, Mentoring
Education
Aquinas College
Masters
Michigan State University
BS
Michigan State University
BA
Cannon Financial Institute
Graduate of
JPMorgan Chase & Co. 2014 - Present
Wipro 2013 - 2014
Wells Fargo Advisors January 2013 - September 2013
JPMorgan Chase November 2012 - January 2013
Cognizant Technology Solutions June 2006 - December 2012
UBS Wealth Management May 2011 - October 2012
JP Morgan 2006 - May 2011
Cognizant Technology Solutions June 2006 - September 2010
Education
Anna University 2002 — 2006
Bachelor's Degree, Production Engineering
Cronus Partners LLC June 2006 - Present
JP Morgan 1994 - 2000
Commercial Union Capital Corporation 1982 - 1994
Skills
Financial Modeling, Due Diligence, Valuation, Financial Analysis, Capital Markets, Investment Banking, Strategy, Corporate Finance, Project Finance, Business Development, Venture Capital, Private Equity, Account Management, Financial Services, Mergers & Acquisitions, Investments, Business Strategy, Marketing, Finance, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1981 — 1982
M.B.A., Finance
Barnard College 1973 — 1977
A.B., Political Science
Middleton High School 1969 — 1973
diploma
Bay Valley Foods December 2013 - Present
Independent Commodity Trader April 2012 - Present
Cargill, Inc September 2011 - April 2012
CME Group October 2010 - August 2011
Cargill, Inc July 2007 - September 2010
JP Morgan September 2005 - June 2007
Cargill Investor Services September 1996 - September 2005
Skills
Commodity, Commodity Markets, Agriculture, Trading, Electronic Trading, Options, Grain, Hedging
Education
Arizona State University
Bachelor of Science (BS), Business Administration
TIAA-CREF December 2014 - September 2015
Tri-Star Trust Bank January 2013 - September 2014
PNC (previously Allegiant Asset Management part of National City Corp) November 2006 - January 2013
JP Morgan June 2006 - November 2006
JP Morgan January 2005 - May 2006
Bank One (now Chase Bank) January 2003 - January 2005
American Express Financial Advisors (now Ameriprise Financial) July 2002 - November 2002
Skills
Portfolio Management, Asset Allocation, Investments, Mutual Funds, Wealth Management, Investment Management, New Business Development, Derivatives, Fixed Income, Investment Advisory, Investment Strategies, CRM, Financial Services, Client Retention, Separately Managed..., Project Management, Portfolio Optimization, Leadership, Coaching, Strategic Planning, Relationship Management, Building Relationships, Institutional..., Client Services, Cross-functional Team..., Social Media, Community Outreach, Marketing Strategy, Marketing, Event Management, Event Planning, Talent Management, Risk Management, Series 7
Education
Walsh College 2004 — 2006
MS
Alma College 1998 — 2001
BA
Bridgewater Associates January 2014 - Present
Credit Suisse August 1998 - December 2013
JP Morgan March 1997 - July 1998
Sun Microsystems Philippines Inc. (formerly PSPI) 1994 - 1997
SPL WorldGroup April 1993 - 1994
Skills
Trading Systems, Market Data, Electronic Trading, Low Latency, Credit Derivatives, Data Center, Sybase, Fixed Income, Equities, Software Development, Unix, Prime Brokerage, Derivatives, Reference Data, IT Strategy, Equity Trading, Hedge Funds, Infrastructure, Options, Exchange Connectivity, Databases, Integration, Strategy, Middle Office, Enterprise Architecture, Equity Derivatives, FX Options, Investment Banking, Bloomberg, Distributed Systems, Solaris, Pre-sales, Unix Shell Scripting
Education
Ateneo de Manila University 1989 — 1993
BS, Computer Science
Caxton Associates August 2004 - November 2011
Merrill Lynch Investment Management 2003 - 2004
JP Morgan January 2002 - February 2003
Guggenheim Partners 2003 - 2003
National Bank of Canada August 2000 - November 2001
Skills
Fixed Income, Investments
Education
Monmouth University 1998 — 2000
BSBA, Finance
Arizona State University 1996 — 1998
Business - MIS
Woodside Capital Partners May 2013 - Present
Ziegler Lotsoff Capital Management August 2009 - September 2012
Simran Capital Management July 2005 - August 2009
Axa Financial September 2003 - July 2005
Crossroads LLC July 2001 - September 2003
JP Morgan July 1998 - July 2001
Skills
Investment Banking, Valuation, Venture Capital, Equities, Fixed Income, Financial Modeling, Asset Allocation, Hedge Funds, Alternative Investments, Bloomberg, Trading, Wealth Management, Investment Advisory, Series 7, Options, Portfolio Management, Capital Markets, Derivatives, Investment Management, Asset Management, Corporate Finance, Investments, Financial Structuring, Asset Managment
Education
Babson College 1994 — 1998
Bachelor of Science (BS), Finance/International Business
Universidad de San Andres 1997 — 1997
JPMorgan Private Bank January 1996 - Present
Boys and Girls Club of Collier County 1987 - Present
Women's Initiative Network 2010 - 2013
Immokalee Foundation 1996 - 2011
JP Morgan 1996 - 2010
Conservancy of Southwest Florida 2007 - 2009
David Lawrence Foundation Board 2005 - 2009
David Lawrence Foundation 2002 - 2009
Greater Naples Leadership 2004 - 2005
Chase Manhattan Corporation July 1987 - May 1996
Skills
Public Relations, Wealth Management..., Wealth Management, Asset Managment, Investments, Risk Management, Asset Allocation, Estate Planning, Alternative Investments, Asset Management, Family Office, Financial Advisory, Leadership, Loans, Mortgage Lending, Public Speaking, Finance, High Net Worth..., Securities, Financial Services
Education
Nova Southeastern University 2000 — 2002
Certificate, Financial Planning
Arizona State University 1979 — 1982
BA, Public Relations Communication
Barclays Capital June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers January 1995 - January 2008
Lehman Brothers January 1994 - January 1995
JP Morgan 1991 - 1993
First Boston January 1989 - January 1991
First Boston 1989 - 1990
Shearson Lehman January 1987 - January 1989
Skills
Equities, Business Requirements, Business Analysis, Hedge Funds, Trading Systems, Options, Back Office, Financial Services, Requirements Analysis, Prime Brokerage, Securities, Sybase, SQL, Business Process, Settlement
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
MBA, Information Technology
Baruch CollegeNew
M.B.A, Information Science
Brooklyn College
B.A, History
Pirchei Shoshanim
Pirchei Shoshanim
yeshiva pirchei shoshanim
JP Morgan August 2012 - August 2014
JP Morgan February 2011 - August 2011
BNY Mellon June 2010 - August 2010
Office of New York City Comtproller June 2008 - August 2008
Citi June 2007 - August 2007
Skills
Product Management, Financial Analysis, Valuation, Financial Modeling, Investments, Finance, Bloomberg, Investment Banking, Corporate Finance, Asset Management, Equity Research, Derivatives, Microsoft Excel, Data Analysis
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Shanghai University
Study Abroad, Finance
Harvard Business School 2011 — 2011
Summer Venture in Management Program
General Assembly
Product Management
BNY Mellon June 2015 - Present
M Damba Collections January 2013 - Present
COR FS June 2011 - June 2015
Primerica May 2011 - December 2011
Babson College August 2008 - May 2011
Babson College June 2008 - May 2011
Year Up May 2010 - September 2010
Deval Patrick Campaign May 2010 - August 2010
Massachusetts democratic party diversity program June 2009 - August 2009
JP Morgan July 2007 - August 2007
Skills
Entrepreneurship, Investments, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Portfolio Management, Business Strategy, Finance, Business Development, Management, Market Research, Social Media, Leadership, Public Speaking, Marketing
Education
Babson College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and International Business
Boston Community Leadership Academy 2003 — 2007
High School Diploma
CFA Institute
CFA level 1 candidate
Long Island Cares, Inc. - The Harry Chapin Food Bank September 2014 - Present
Astoria Bank April 2013 - Present
Astoria Bank April 2013 - Present
Capital One March 2011 - March 2013
JP Morgan January 1986 - March 2011
Skills
Treasury Services, Banking, Series 7, Credit, Portfolio Management, Relationship Management, Commercial Banking, Commercial Lending, Financial Analysis, Capital Markets, Finance, Middle Market, Wealth Management..., Credit Analysis, Corporate Finance, Mergers & Acquisitions, Loans, Credit Risk, Cash Management, Treasury Management, Cash Flow, Financial Services, Financial Risk, Small Business Lending, Wealth Management, Fixed Income, Securities, Investments, Mortgage Lending, Asset Management, Equities, Strategic Financial...
Education
Hofstra University 1981 — 1985
B.A., Accounting
Adelphi University 1989 — 1991
M.S., Accounting
Our Lady of Perpetual Help 1969 — 1977
Love INC of Brevard February 2015 - Present
Independent Consultant January 2013 - Present
JP Morgan April 2010 - September 2012
Engcrypt Corp. May 1999 - April 2010
Moody's Analytics October 2005 - January 2010
FreshDirect December 2004 - October 2005
Sotheby's June 2002 - December 2004
Client: Acquire Systems (formerly Phlair) June 2000 - June 2002
InternetCash May 1999 - June 2000
Bear Stearns August 1998 - December 1998
Skills
Java, Microsoft SQL Server, Unix, Linux, iOS development, C++, Oracle, Android Development, SQL, SOA, Software Development, Javascript, Sybase IQ, Titanium Mobile, MySQL, Node.js, HSQLDB, Objective-C, Python, MongoDB, JavaScript, Database Design, Architecture, Weblogic, C, Mobile Devices, Agile Methodologies, Spring, Tomcat, Scrum, Databases, Perl, Hibernate, XML, Web Services, Mobile Applications, Subversion, Java Enterprise Edition, Sybase, Software Project..., Architectures
Education
Columbia University 1988 — 1989
Computer Technology Application
University of Michigan 1984 — 1987
BA, Economics
Bronx High School of Science 1980 — 1984
High School, Science
Baruch College, City University of New York (CUNY)
CFP, Financial Planning
Long Island Business Institute 2012 - Present
IUG Business Solutions July 2010 - Present
KPMG LLP October 2006 - June 2008
Bear Stearns March 2002 - October 2006
Sysallies March 2002 - March 2004
Bank of America July 2001 - March 2002
JP Morgan July 1999 - March 2002
Bear Stearns August 1994 - July 1999
Skills
Investment Banking, Financial Modeling, Equities, Project Management, Derivatives, Business Process..., Fixed Income, Valuation, Corporate Finance, Financial Markets, Financial Analysis, Leadership, Analysis, Capital Markets, Finance, Banking, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
EMBA, Business Administration and Management, General
Binghamton University 1990 — 1994
Management, Finance
Combs Enterprises August 2015 - Present
J.P. Morgan May 2012 - July 2015
J.P. Morgan June 2011 - August 2011
JP Morgan May 2010 - August 2010
Morgan Keegan/Regions Financial Corporation May 2008 - August 2008
Skills
Financial Modeling, Derivatives, Communications Strategy, Valuation, Bloomberg, Financial Analysis, Investment Banking, Corporate Finance, Capital Markets, Fixed Income, Investments, Credit Analysis, Leadership, Networking, DCF, Financial Markets, Leveraged Finance, LBO, Series 7, Alternative Investments, Strategic Communications, Equity Valuation, Finance, Microsoft Office
Education
Florida Agricultural and Mechanical University 2008 — 2012
Bachelor of Science, Business Administration: Finance
American University in Dubai 2010 — 2011
Study Abroad, Arabic and Finance
J.P. Morgan Chase Bank NA November 2012 - Present
Private Wealth Management at J.P. Morgan Private Bank August 2010 - November 2012
JP Morgan May 2009 - July 2010
JPMorgan Chase February 2008 - May 2009
Hantz Group August 2001 - January 2008
Education
Albion College 1998 — 2001
Bachelor of Science (BS), Economics & Management
Holland High School 1994 — 1997
HHR asset management July 2014 - Present
Jefferies & Company May 2013 - July 2014
JP Morgan March 2008 - April 2013
Goldman Sachs June 2006 - March 2008
Skills
Equity Research, Financial Modeling, Valuation, Equities, Equity Valuation, Bloomberg, Capital Markets, Fixed Income, DCF, Corporate Finance, Emerging Markets, Investment Banking, Financial Markets, Trading Systems
Education
Banaras Hindu University 2002 — 2006
Institute of Technology, BHU 2002 — 2006
Bachelor of Technology (BTech), electronics engineering
Shieling house school
Independent CDMi (Omnicome) and The Science Project April 2014 - Present
Medidata Solutions September 2013 - April 2014
NBCUniversal, Inc. 2008 - 2013
Guest Lecturer / Presenter 2011 - 2011
Hulu / NBBC / NBC Universal 2006 - 2008
AOL March 2006 - October 2006
Lilia Berzon Couture 2005 - April 2006
ZTec October 1997 - October 2005
Merrill Lynch, NY 2000 - 2000
JP Morgan 1999 - 1999
Skills
Information Architecture, User Experience Design, User Interface Design, Creative Direction, Interaction Design, User Experience, Web Design, Visual Design, Wire Framing, Adobe Creative Suite, Wireframes, Site Maps, User Interface, Digital Media, User-centered Design, Digital Strategy, Usability, Content Strategy, Product Design, User Research, JavaScript, Flash, Usability Testing, Experience Design, Web Applications, Mobile Applications, Web 2.0
Education
GE Leadership Development 2009 — 2009
Leadership
Baruch College, City University of New York (CUNY) 2003 — 2006
Business Communication / Graphic Communication Specialization
City University of New York 2001 — 2003
Graphics Design
Wells Fargo Corporation January 2009 - March 2013
Wachovia August 2008 - January 2009
The Community Deveopment Trust July 2008 - August 2008
JP Morgan June 1976 - December 2007
United States Marine Corps October 1969 - December 1973
Skills
Portfolio Management, Mergers & Acquisitions, Loans, Capital Markets, Credit, Investment Banking, Risk Management, Structured Finance, Banking, Real Estate, Finance, Credit Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1974 — 1976
MBA
Harvard University 1965 — 1969
AB, American History
State Street June 2015 - Present
Navigant Consulting September 2004 - May 2015
Assumption College 2002 - 2004
Deutsche Bank 2001 - 2002
JP Morgan 2000 - 2001
Fidelity Investments 1995 - 1996
Skills
Project Management, Investment Management..., Outsourcing, Analysis, Process Improvement, Six Sigma, Business Process, Financial Analysis, Data Analysis, Financial Modeling, Investments, Management, Operational Oversight, Valuation, Business Analysis, Change Management, Asset Management, Integration, Investment Banking, Equity Research, Trade Compliance, Regulatory Compliance, P&L Modeling, Relationship Management, Operational Risk, Risk Management, Dodd-Frank, Sarbanes-Oxley Act, Anti Money Laundering, Process Control, Access, Accounting, Mergers & Acquisitions, Consulting, Due Diligence, Strategy, Finance
Education
Assumption College 2002 — 2004
MBA, Finance, General, 3.95
University of New Hampshire 1996 — 2000
Bachelor of Science, Business Management, 3.77 Summa Cum Laude
Oyster River High School 1992 — 1996
H.S. Diploma
BondFactor 2011 - Present
TraqFast LLC 2009 - Present
iGS Partners 2008 - 2011
Mathon Systems, Inc. 2006 - 2008
JP Morgan 1997 - 2006
Skills
Financial Services, Enterprise Architecture, IT Strategy, Ruby on Rails, Linux, Distributed Systems, Project Management, SDLC, Management, Trading Systems, System Architecture, Outsourcing, Market Data, Sybase, Asset Management, XML, Integration, Consulting, Strategy, Business Analysis, Microsoft SQL Server, Asset Managment, PostgreSQL, MySQL, REST, Agile Project Management, jQuery, Agile Methodologies, Risk Management, Vendor Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1978 — 1980
Master of Business Administration (M.B.A.)
Lycoming College 1974 — 1978
BA, Business, Phychology
Sag Harbor Advisors March 2012 - Present
LURK May 2013 - May 2015
Broadpoint Gleacher August 2010 - March 2012
Credit Suisse May 2004 - June 2010
Credit Suisse April 1999 - May 2004
JP Morgan March 1993 - April 1999
Cranmer & Cranmer/ Kalb Voorhes September 1991 - March 1993
Skills
Hedge Funds, Capital Markets, Bonds, Equity Derivatives, Fixed Income, Equities, Portfolio Management, Derivatives
Education
CFA - Charted Financial Analyst 1995 — 1998
CFA
AMHERST COLLEGE 1987 — 1991
Bachelor’s Degree, Economics; Political Science double major
GHS
Dell Financial Services February 2013 - Present
Dell 2013 - 2015
Dell 2013 - 2015
JP Morgan February 2011 - February 2013
Varilease Technology Finance Group August 2008 - February 2011
GE Capital April 2000 - August 2008
AT&T Capital Corporation - Systems Leasing Division January 1989 - April 2000
Skills
Credit, Banking, Credit Analysis, Financial Analysis, Portfolio Management, Loans, Finance, Commercial Lending, Corporate Finance, Asset Management, Financial Modeling, Relationship Management, Risk Management, Credit Risk
Education
Albion College 1973 — 1977
BA
AIM Strategies®, Applied Innovative Management® (www.yaelzofi.com and www.aim-strategies.com) February 2013 - Present
Polytechnic Institute of New York University January 2013 - Present
American Management Association December 2011 - Present
AIM Strategies®, Applied Innovative Management® (www.yaelzofi.com and www.aim-strategies.com) October 1998 - Present
AIM Strategies®, Applied Innovative Management® (www.yaelzofi.com and www.aim-strategies.com) October 1998 - Present
New York University 1995 - Present
JP Morgan January 1995 - December 1998
PwC January 1994 - December 1994
Accenture 1991 - 1994
Skills
Virtual Teams, Strategy, Organizational..., Leadership Development, Executive Coaching, Training, Team Building, Change Management, Performance Management, Employee Engagement, Management, Cross-functional Team..., Employee Training, Management Development, Group Dynamics, Workshop Facilitation, HR Consulting, Business Development, Team Management, Start-ups, Strategic Partnerships, Team Leadership, Consulting, Organizational Design, Cross Cultural..., Personnel Management, Executive Management, Staff Development, Talent Management, Global Strategy, Intercultural..., Public Speaking, Project Management, Analysis, Business Transformation, Global Management, International Management, Problem Solving, Mentoring, Process Improvement, Organizational..., Performance Improvement, Intercultural Training, Global Leadership, Management Consulting, Team Coordination, Human Capital Management, Coaching
Education
Columbia University in the City of New York 2002 — 2013
Alumni - Career Fair Internship Mentor, Organizational Leadership and Change Management, 4.0
American University 2002 — 2003
Advanced Practitioner Post-Grad Certificate, Organizational Development National Training Laboratory (NTL)
New York University 1996 — 1998
Advanced Certificate in Business, International Business/Trade/Commerce
New York University 1996 — 1998
Advanced Certificate in Business, International Business/Trade/Commerce
Columbia University in the City of New York 1989 — 1991
Masters, Organizational Development and Change, GPA 4.0
Rutgers Business School 1986 — 1989
BS, Business Management
Financial Technologies LLC February 2015 - Present
Barclaycard Division of Barclays Bank May 2014 - January 2015
Independent Contractor April 2013 - May 2014
BRAC Bank Limited July 2009 - March 2013
Credit Suisse March 2008 - June 2009
JP Morgan March 2005 - February 2008
Deutsche Bank June 2003 - March 2005
Merrill Lynch June 2000 - December 2001
Price Waterhouse Coopers / Cartesis 1996 - 1997
International Delights 1992 - 1995
Skills
Analysis, Budgeting, Financial Management, Data Warehousing, Data Analysis, Project Portfolio..., Management Reporting, Banking, Managerial Finance, Budgets, Strategic Planning, Strategy, Risk Management, Management, Vendor Management, Business Analysis, Financial Analysis, Team Leadership, Finance, Credit Risk, Project Planning, Team Management, Leadership, Marketing, Business Planning, MIS, Project Management, Financial Risk, SDLC, Business Process, Portfolio Management, Retail Banking, Change Management, Business Strategy, CRM, Business Process..., Program Management, Business Development, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
Post Grad Cert
St. John's University, The Peter J. Tobin College of Business 1995 — 1997
MBA
City University of New York-Baruch College 1989 — 1992
BBA
Clariden
Technical Institute of America
Property Perfect PLC. June 2012 - Present
Concise March 2012 - June 2012
Bausch + Lomb May 2010 - July 2011
Citigroup May 2009 - May 2010
Mission Aircraft (Thailand) Co., Ltd. September 2008 - January 2010
INDATA Services LLC January 2008 - August 2008
JP Morgan May 2007 - September 2007
Adam & Partners LLC May 2005 - September 2005
Skills
Business Development, Risk Management, Sales, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Business Strategy, Financial Analysis, Strategic Planning, Strategy, Marketing, Competitive Analysis, Negotiation, New Business Development, Investments, Due Diligence, Marketing Strategy, Account Management, Business Planning, Credit, Valuation, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Financing
Education
University of Rochester - William E. Simon Graduate School of Business Administration
MBA, Finance, Public Policy
Australian Graduate School of Management
MBA, exchange
University of San Diego
BBA, Economics, Accounting
Cardinal Health May 2015 - Present
JP Morgan May 2006 - May 2015
Shands Medical Group 2000 - 2003
Skills
ITIL, Cisco Technologies, WAN, Analytics, Project Management, Risk Management, PMO, Firewalls, PMP, Data Center, Vendor Management, Networking, SDLC, Program Management, Visio, Disaster Recovery, Mergers & Acquisitions, VPN, Project Portfolio..., Business Analysis, Infrastructure, IT Strategy, DNS, Metrics, Microsoft Exchange, Banking, Access, IT Management, Financial Services, Systems Analysis, Change Management, Process Improvement, Project Delivery, Enterprise Architecture, IT Service Management, Integration, Software Project...
Education
Anderson University 1989 — 1994
Psychology
AIG October 2011 - Present
American Stock Transfer & Trust Co LLC March 2010 - October 2011
Bank of New York Mellon October 2003 - December 2009
PING July 2001 - October 2003
TACT July 1999 - July 2001
Andersen Consulting June 1996 - June 1999
JP Morgan November 1992 - June 1996
Price Waterhouse September 1990 - November 1992
Education
Centre International De Grand Pre 1982 — 1983
Diplome du 3ieme cycle, Commerce International (International Business)
Aix-Marseille Université 1977 — 1982
Licences Sciences, Mathematics
New York Life July 2006 - Present
BKF Asset Management January 2003 - July 2006
JP Morgan January 2001 - January 2003
Merrill Lynch September 1994 - April 2000
Union Bank of Switzerland 1993 - 1994
Mitsui OSK Lines 1991 - 1994
AT&T Bell Laboratories 1990 - 1991
Banco Internacional 1989 - 1990
Skills
Websphere, Sybase, SDLC, SOA, UML, Unix, Software Development, Solution Architecture, Web Services, Middleware, ESB, Java Enterprise Edition, Microsoft SQL Server, .NET, Application Architecture, C#, Linux, Hibernate, Oracle
Education
New York University
Post Graduate, Financial Engineering
New Jersey Institute of Technology 1988 — 1990
MS, Computer Science
Andhra University
Euler Hermes North America 2012 - Present
ATEL Capital Group 2006 - 2008
JP Morgan 2003 - 2006
Determine Software 1998 - 2003
GE Capital 1991 - 1998
Skills
Strategic Planning, Small Business Lending, Business Development, Executive Management, Underwriting, Strategic Partnerships, Business Planning, New Business Development, Budgets, Management, Product Management, Corporate Governance
Education
Auburn University 1980 — 1985
School of Arts and Sciences, Economics
Apsiva Inc. January 2012 - Present
Argonauts USA, Inc. 2012 - Present
McMaster-Carr January 2011 - January 2012
JP Morgan July 2010 - December 2010
JP Morgan February 2010 - July 2010
JP Morgan March 2009 - December 2009
JP Morgan July 2008 - March 2009
Mansueto Ventures May 2007 - August 2007
Federal Farm Credit Banks Funding Corporation June 2005 - August 2005
Bloomberg L.P. 2004 - 2004
Skills
Marketing Strategy, Project Management, New Business Development, Proposal Writing, Marketing, Financial Modeling, Analytics, Competitive Analysis, Photoshop, Strategic Planning, Microsoft Excel, iOS development, Python, HTML, CSS, Java, C++, Jasper Reports, SQL, Strategy, Editing, iOS Development, Research, Data Analysis, Management, Nonprofits, Leadership, Microsoft Office
Education
Harvard University 2012 — 2015
Masters Candidate in Information Technology, Software Engineering
The University of Chicago - Booth School of Business 2011 — 2012
(GSAL) Graduate Student at Large
Amherst College 2004 — 2008
B.A., Biology / Psychology
Ethical Culture Fieldston School 2000 — 2004
High School Diploma
Prep For Prep 1995 — 2004
EdX
Sawaya Segalas & Co., LLC September 2001 - Present
JP Morgan February 2000 - November 2000
PaineWebber September 1986 - January 2000
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance, International Business
American University of Beirut 1979 — 1983
B.S., Civil Engineering
Notre Dame de Jamhour 1966 — 1979
JP Morgan April 2010 - Present
Solveras Payment Solutions November 2009 - April 2010
Visa January 2005 - March 2009
Visa January 2002 - January 2005
Visa October 1997 - January 2002
First Data Corporation 1993 - 1997
Skills
Product Development, Brand Management, Customer Satisfaction, Leadership Development, Credit Cards, Payments, Debit Cards, Strategic Partnerships, Relationship Management, Electronic Payments, Financial Services, Payment Systems, Payment Card Processing, Merchant Services, Portfolio Management, Mobile Payments, Product Management, CRM, Management, Business Strategy, Cards, Pricing, E-payments, Customer Acquisition, Transaction Processing, Analytics, Business Development, Strategic Planning, E-commerce, Strategy, Cross Selling, Contract Negotiation, Segmentation, Forecasting, Sales, Enterprise Software, Competitive Analysis, P&L Management, Training, Vendor Management, Start-ups, Retail Banking, Treasury Management, Risk Management, Recruiting, Executive Management, Financial Risk, ACH, Credit, Banking
Education
American University - Kogod School of Business 1989 — 1992
MBA, Finance
Lycoming College 1974 — 1978
B.A., History, Economics
The World Bank September 2012 - Present
Commonwealth Youth Exchange Council June 2011 - September 2012
Organization of American States January 2012 - April 2012
United Nations Economic Commission for Latin America and the Caribbean September 2011 - December 2011
Gender Action January 2011 - April 2011
Plan International April 2010 - August 2010
Capital Group August 2007 - August 2010
Merrill Lynch May 2006 - August 2006
JP Morgan May 2005 - August 2005
Enterprise Rent-A-Car May 2004 - August 2004
Skills
Economics, Financial Modeling, Research, International..., International Relations, Financial Analysis, Spanish, Policy Analysis, Data Analysis, Analysis, Finance, Microsoft Excel, Investments, Non-profits, Leadership, Management Consulting, Nonprofits, Stata, Market Research, Emerging Markets, Public Policy, Project Management
Education
American University 2010 — 2012
MA, International Affairs; International Economic Relations and Development
Howard University 2003 — 2007
BBA, International Business and Finance
Argo Partners June 2015 - Present
Morgan Stanley September 2014 - May 2015
TimesSquare Capital Management June 2014 - August 2014
Hopscotch Technologies Inc May 2014 - August 2014
Columbia University in the City of New York October 2013 - December 2013
J.P. Morgan July 2013 - August 2013
JP Morgan July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Teamwork, Financial Analysis, Banking
Education
Barnard College 2013 — 2017
Bachelor's Degree, Economics
Columbia University in the City of New York 2013 — 2017
Bronx High School of Science 2009 — 2013
High School
Accenture 2010 - 2014
Fiserv 2006 - 2010
ISERP, Columbia University 2002 - 2006
JP Morgan 2001 - 2002
Skills
Strategy, Analytics, CRM, Marketing, Mobile Devices, Customer Insight, Strategic Planning, Digital Marketing, Leadership, Integrated Marketing, Segmentation, Business Intelligence, Program Management, Management Consulting, Start-ups, Marketing Strategy, Cross-functional Team...
Education
Wharton Business School
Executive Education
Columbia University in the City of New York
Master of Science (M.S.)
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.)
Fifth Third Bank September 2015 - Present
PNC Institutional Investments June 2011 - December 2014
PNC Advisors September 2006 - June 2011
JP Morgan 1996 - 2006
Education
Baldwin-Wallace College 1995 — 1996
MBA
Mount Union College 1989 — 1992
BS, Psychology
World Economic Forum March 2012 - Present
Orchard Mile August 2014 - Present
Shopbeam April 2013 - August 2014
R21 July 2010 - July 2014
Multicultural Capital, LLC November 2010 - July 2013
Global Shapers Community 2012 - 2013
The Climate Project Turkey October 2008 - January 2010
REXCo Turkey October 2008 - October 2009
Vesta Home February 2000 - May 2006
JP Morgan June 1997 - December 1999
Skills
Entrepreneurship, Renewable Energy, Sustainability, Strategy, Business Development, Sustainable Development, Climate Change, Start-ups, Public Policy, New Business Development, Leadership, Investments, Public Speaking, Management Consulting, E-commerce, Strategic Planning, Management, Mergers & Acquisitions, Social Entrepreneurship, Executive Management, Politics
Education
Harvard University Kennedy School of Government 2013 — 2013
Executive Education, Global Leadership and Public Policy for the 21st century
Georgetown University 1995 — 1997
MSFS, International Business/International Relations
Carnegie Mellon University 1995 — 1995
Summer Public Policy Institute
Universidad de Puerto Rico 1990 — 1995
BA, Latin America History
American University 1994 — 1994
Washington Semester Program in International Affairs, International Relations and Affairs
Colegio Rosa-Bell
University of Virginia Darden School of Business May 2015 - Present
University of Virginia Darden School of Business January 2011 - May 2015
University of Virginia Darden School of Business October 2005 - January 2011
McCombs School of Business August 2003 - October 2005
Guidant Corporation/ Boston Scientific June 2002 - August 2002
Donaldson, Lufkin & Jenrette/ Credit Suisse First Boston September 1999 - August 2000
Bank of America Merrill Lynch July 1998 - August 1999
JP Morgan August 1997 - July 1998
Skills
Career Counseling, Career Development, Career Assessment, Emerging Markets, Finance, Career Management, Recruiting, Portfolio Management, Program Management, Investments, Project Management, Strategy, Job Search Strategies, Derivatives, Resume Writing, Business Strategy, Economics, Mock Interviews, Competitive Analysis, Interviews, Alumni Relations, MBTI, Trading, Financial Analysis, Coaching, Accounting, Cover Letters, Benchmarking, Interview Prep, Highly Adaptable, Problem Solving, Conference Presentations, Organizational Behavior, Global Business..., Crisis Communications, Korean, Cross-border..., Cross-cultural, Graduate Recruitment, Mentoring Of Staff, Financial Modeling
Education
University of Virginia 2006 — 2013
Graduate Courses, Educational Psychology
Australian Graduate School of Management 2003 — 2003
MBA, International Exchange, Organizational Behavior, Negotiations, Services Marketing
The University of Chicago Booth School of Business 2001 — 2003
MBA, Accounting, Managerial and Organizational Behavior
University of Pennsylvania 1995 — 1997
BA, Major in Economics, Minor in Asian History Studies
University of Oxford 1995 — 1995
BA, International Exchange (New College), Economics, English
Bowdoin College 1993 — 1995
BA, Economics, Minor in East Asian Studies
Blair Academy 1990 — 1993
High School Degree
Whimoon High School, Seoul 1989 — 1990
High School
Columbia University September 2012 - Present
Angus Advisory Group LLC July 2008 - Present
Shelterwood April 2006 - June 2008
GenSpring September 2004 - April 2006
Hughes and Whitaker 1999 - 2003
JP Morgan 1996 - 1999
Coudert Brothers 1992 - 1996
Skills
Strategic Planning, Financial Advisory, Alternative Investments, Fundraising, Estate Planning, Private Equity, Family Office, Philanthropy, Wealth Management, Trusts, Management, Wealth Management..., Asset Allocation, Investment Strategies, Asset Managment, Portfolio Management, Investment Advisory, Financial Services, Family Wealth, Family Business, Education, Multi-generational...
Education
The George Washington University Law School 1989 — 1992
J.D., Law
Columbia University - School of International and Public Affairs 1988 — 1990
Masters - International Affairs, International Organizations
Amherst College 1982 — 1986
B.A. cum laude, History, French
Hatteras February 2010 - Present
JP Morgan October 2006 - March 2009
Merrill Lynch Investment Managers December 2003 - October 2006
Education
American University 1992 — 1994
BA
Greenback Consulting 2007 - Present
University of Colorado at Boulder August 2009 - August 2010
Northwestern University 2008 - 2008
JP Morgan 2004 - 2006
RR Donnelley 2000 - 2004
JP Morgan 1992 - 2000
The Chicago Small Business Development Center 1991 - 1992
Skills
Integrated Marketing, Marketing Communications, Leadership, Business Planning, Online Advertising, Mergers & Acquisitions, Marketing, Strategic Planning, Banking, Business Strategy, Direct Marketing, Management Consulting, Management, Marketing Strategy, Public Relations, Product Development, Training, E-commerce, Analysis
Education
University of California, Los Angeles 2014 — 2015
Northwestern University - Kellogg School of Management 1994 — 1997
MBA
Augustana College 1987 — 1991
BA
Wells Fargo July 2011 - Present
OpenLink Financial June 2007 - Present
EQT Corporation August 2010 - June 2011
Shell Trading February 2009 - July 2010
JPMorgan Chase September 1994 - May 2007
JP Morgan 1994 - 2007
JP Morgan Chase & Co 1994 - 2007
CT Corporation 1990 - 1994
Skills
Openlink, Endur, User Acceptance Testing, Consulting, Software Documentation, Commodity Markets, Derivatives, Commodity, Business Analysis, Trading Systems, ETRM, Options, Trading, SDLC, Risk Management, Market Risk, Swaps, VAR, Testing, Business Process, Requirements Analysis, Financial Risk, Management, Business Requirements, Analysis, Equities, Oracle, Capital Markets, Fixed Income, Integration, Back Office, Requirements Gathering, Middle Office, FX Options, Settlement, Market Data, Financial Services, Investment Banking, Sybase, Banking, Bloomberg, Software Project..., Visio, VBA, Business Process Design, Functional..., Crystal Reports, Data Modeling, Software Implementation, Financial Markets
Education
Adelphi University 1978 — 1982
MBA, Business
State University of New York College at Oneonta 1973 — 1977
Bachelor of Science (BS), Elementary Education and Teaching
Valley Stream North HS 1968 — 1973
Regents Diploma, General Studies
Constellation an Exelon Company March 2007 - Present
JP Morgan August 2002 - June 2007
JP Morgan Chase 2002 - 2007
JPMorgan Chase 2002 - 2007
JP Morgan Chase 2002 - 2007
JPMC 2002 - 2006
Enron August 1996 - August 2002
Enron Broadband Services 1999 - 2001
Ameritech February 1972 - September 1996
Lehman Brothers 1992 - 1996
Skills
Strategic Planning, Leadership, Operations Management, Process Improvement, Program Management, Analysis, Outsourcing, Customer Service, Finance, Commodity Markets, Business Process, Energy, Strategy, Business Process..., Business Development, Mergers & Acquisitions, Telecommunications, Risk Management, Business Analysis, Energy Markets, Cross-functional Team..., Electricity Markets, Financial Modeling
Education
Barat College of DePaul University
Libertyville High School 1968 — 1972
ITG August 2014 - Present
Banca IMI Securities January 2014 - Present
The Mutual Fund Store January 2013 - Present
Pierpont Securities September 2012 - Present
The Mutual Fund Store January 2013 - January 2013
Cortview Capital Holdings Inc July 2011 - September 2012
MarketAxess September 2006 - July 2011
Bear Stearns February 2001 - January 2006
JP Morgan July 1982 - February 2001
Skills
Investment Banking, Structured Finance, Trading, Credit, Restructuring, Hedge Funds, Bonds, Derivatives, Electronic Trading, Securities, Real Estate, Bloomberg, Asset Management, Securities Lending, Strategy, Capital Markets
Education
Amherst College 1978 — 1982
BA, Economics
Gartland and Mellina Group November 2013 - Present
Ernst & Young August 2012 - October 2013
PwC May 2011 - September 2012
FITS Consulting December 2010 - May 2011
Deutsche Bank April 2010 - December 2010
Balyasny Asset Management June 2009 - April 2010
JP Morgan February 2007 - April 2009
Quattro Global Capital LLC June 2001 - November 2006
Prudential Investments December 1998 - May 2001
Skills
Financial Services, Asset Management, Mutual Funds, Analysis, Middle Office, Project Management, Management, Back Office, Equities, Bonds, Portfolio Management, Budgets, Six Sigma
Education
Albright College 1994 — 1998
Finance & History
west essex
American Express January 2014 - Present
American Express April 2011 - Present
Jetsetter - The Gilt Groupe August 2009 - November 2010
American Express 2005 - 2009
Edison Schools July 2000 - June 2003
JP Morgan 1998 - 2000
Skills
Strategic Partnerships, Marketing Strategy, Loyalty Marketing, Start-ups, Analytics, Customer Acquisition, Segmentation, Competitive Analysis, Digital Marketing, Digital Strategy, E-commerce, Direct Marketing, Mobile Marketing, Strategy, Integrated Marketing
Education
Barnard College
Undergraduate, Economics
Yale University - Yale School of Management
MBA, Marketing
CBSi June 2007 - May 2010
Bear, Stearns & Co. Inc. 2004 - 2007
Primedia 1997 - 2004
Katharine Gibbs Schools, Inc. 1995 - 1997
JP Morgan 1992 - 1995
Skills
Social Media, Administrative..., Outlook, Microsoft Excel, PowerPoint, Social Networking, Event Management, Microsoft Word, Marketing, Event Planning, Budgets, Customer Service, Fundraising, Administrative...
Education
BCC
Baruch College, City University of New York (CUNY)
KGS
MHSN
LSWorks LLC January 2011 - Present
Oncoceutics, Inc. September 2008 - Present
ImmunoGenes AG June 2009 - Present
Banc of America Securities 2000 - 2004
Credit Suisse May 2000 - October 2000
JP Morgan 1987 - 2000
Skills
Start-ups, Venture Capital, Biotechnology, Drug Discovery, Entrepreneurship, Oncology, Business Development, Strategy, Business Strategy
Education
Albert Einstein College of Medicine 2004 — 2008
MD, Medicine
University of Pennsylvania - The Wharton School 1981 — 1985
BSc, Finance
J.P. Morgan February 2015 - Present
JP Morgan July 2005 - Present
Education
Baruch College 1988 — 1993
BA
JP Morgan August 2009 - Present
Alcatel-Lucent February 2004 - July 2009
Tellium 2001 - 2004
HSS February 1999 - March 2001
Education
Indian Institute of Science 1997 — 1999
M.S, Computer Science
Andhra University 1993 — 1997
B.S, Electronics and Communications Engg
Christiana Care Health System September 2009 - Present
Access Group June 2006 - August 2010
Wilmington Trust February 2000 - June 2006
Wynn Technology Group, Inc March 1998 - September 2001
First USA 1997 - 1998
MBNA September 1993 - March 1997
JP Morgan October 1987 - October 1989
F. Schumacher October 1987 - September 1988
Arthur Anderson June 1986 - October 1987
Skills
Microstrategy, Netezza, Data Modeling, ETL, Business Intelligence, Microsoft SQL Server, SSRS, SSIS, Data Warehousing, Databases, Business Analysis, T-SQL, Oracle, DB2, Analysis Services, Data Analysis, SDLC, OLAP, Cognos, Integration, Access, Stored Procedures, Business Requirements, Requirements Analysis, Data Migration, Performance Tuning, Visual Basic, Testing, Analysis, Project Management, Visio, Sybase, Erwin, Software Development, Web Applications, HTML, SQL, Database Design, MicroStrategy Reporting, Dimensional Modeling, Dashboard, Data Integration, Requirements Gathering, Systems Analysis, Relational Databases, User Acceptance Testing, Healthcare Information...
Education
Neumann University 2008 — 2015
MA, Pastoral Care and Counseling
Delaware Technical 1993 — 2000
N/A, Programming
Albright College 1982 — 1986
BS, Computer Science / Business Administration
State Street Corporation July 2007 - Present
Investors Bank & Trust Company June 2002 - July 2007
Brown Brothers Harriman & Co September 2000 - May 2002
Brown Brothers Harriman & Co March 1998 - September 2000
Brown Brothers Harriman & Co May 1996 - March 1998
JP Morgan June 1994 - April 1996
Citigroup April 1988 - April 1994
Education
Adelphi University 1990 — 1993
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Noble Group January 2008 - Present
JP Morgan March 2006 - January 2008
Skills
Commodity, Hedging, Trading, Risk Management, Trading Systems, Derivatives, Commodity Markets, Options, Soft Commodities, Proprietary Trading, Commodity Risk...
Education
Arizona State University 1991 — 1995
Independent Consultant June 2014 - Present
Toastmasters International July 2014 - June 2015
BNY Mellon June 2013 - June 2014
BNP Paribas October 2011 - April 2013
Credit Suisse April 2011 - September 2011
Barclays Capital February 2009 - April 2011
JP Morgan May 2003 - August 2007
JP Morgan March 1997 - May 2003
NYC Department for the Aging August 1989 - March 1997
Skills
Business Analysis, Project Management, Program Management, Financial Risk, Credit Risk, Enterprise Software, Collateral Management, SDLC, Client Clearing, Collateral Management IT, Collateral Operations, OTC Derivatives, Dodd-Frank OTC..., Credit Risk Solutions, Business Strategy, Senior Stakeholder..., Stakeholder Engagement, Cross-functional Team..., Business Transformation, Management Consulting, IT Capital Planning
Education
Fordham University 2014 — 2014
Certificate, Executive Education Training Program for NonProfit Leaders, Non-Profit/Public/Organizational Management
Baruch College, City University of New York (CUNY)
MPA, Public Administration / Public Policy
City University of New York-York College
BS, Management Information Systems
St. Sebastian's School June 2014 - Present
Belmont HIll School August 2012 - Present
Nomura April 2009 - October 2012
Lehman Brothers February 2001 - December 2007
JP Morgan October 1997 - January 2001
Darlington School June 1992 - June 1994
Kidder Peabody July 1990 - May 1992
Darlington School July 1988 - June 1990
Education
Babson College 1994 — 1996
MBA, Finance and Financial Management Services
Denison University 1984 — 1988
BA, Political Science and Government
Holderness School 1981 — 1984
J.Woram Designs September 2006 - Present
JP Morgan 1995 - 2004
Education
Assumption College 1989 — 1993
BA, Math, Computer Science
North American Savings Bank November 2003 - Present
American Century Investments 1999 - 2001
JP Morgan 1997 - 1999
Skills
Sales, Credit Analysis, Loans, Financial Analysis, Mortgage Banking, Mortgage Lending, Banking, Strategic Planning, Credit, Customer Service, Finance, Risk Management, Management, Portfolio Management, Real Estate
Education
University of Missouri-Kansas City 1992 — 1996
Bachelor's Degree, Business Administration and Management, General
Baker University 1998 — 2001
MBA, Business
JPMorgan Chase Bank Vice PresidentJPMorgan1988 - Present
JP Morgan 1988 - Present
JPMorgan Chase & Co 1988 - Present
J.P. Morgan 1988 - Present
J.P. Morgan Worldwide Securities Services 1988 - Present
Bank One 1988 - 2004
Skills
Fixed Income, Securities, Capital Markets, Global Custody, Retirement Planning, Investment Management, Wealth Management, Financial Services, Hedge Funds, Asset Allocation, Bloomberg, Banking, Mutual Funds, Investments, Series 63, Relationship Management, Bonds, Derivatives, Alternative Investments, Equities, Series 7
Education
Capital University Law School 1986 — 1990
law
Baldwin Wallace University 1978 — 1982
RBC Capital Markets July 2010 - Present
University of Michigan Business School September 2008 - May 2010
JP Morgan June 2009 - August 2009
Eze Castle November 2003 - June 2008
Skills
Economics, Financial Modeling, Investment Banking, Leveraged Finance, Valuation, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance
Amherst College 1999 — 2003
BNP Paribas September 2015 - Present
JP Morgan June 2008 - Present
Bear Stearns April 1987 - May 2008
Skills
Financial Services, Fixed Income, Management, Prime Brokerage, Securities, Investment Banking, Hedge Funds
Education
Adelphi University 1980 — 1988
Integra Telecom February 2011 - Present
sterling Bank National Bank October 2007 - September 2010
JP Morgan June 2006 - October 2007
JP Morgan June 2005 - July 2006
Education
Arizona State University 2001 — 2005
Janney Montgomery Scott September 2009 - Present
Edison Redevelopment Agency and Economic Development Council January 2009 - September 2009
JP Morgan October 2005 - October 2007
J.P. Morgan Securities Inc. 2005 - 2007
JPMorgan 2005 - 2007
Altman & Co. January 1991 - September 2005
LFRothschild 1983 - 1987
Skills
Fixed Income, Investment Banking, Named Trail Blazing..., Bonds, Public Finance, Series 7, Securities, Capital Markets, Asset Management, Equities, Investments, Financial Modeling, Financial Structuring, Corporate Finance, Hedge Funds, Structured Finance, Valuation, Bloomberg, Credit, Due Diligence, Private Equity, Alternative Investments, Mergers & Acquisitions, Series 63, Derivatives, Financial Markets, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies, Emerging Markets, Investment Management, Trading, Financial Services, Investor Relations, Investment Advisory, Venture Capital, Equity Research, Wealth Management, Financial Advisory, Structured Products, Options, Project Finance, Private Placements
Education
University of Pennsylvania 1981 — 1982
masters, economics
Barnard College 1979 — 1981
BA, economics
Hunter College High School 1972 — 1977
Children's Footwear Company 2010 - 2011
Bank of America 1998 - 2004
BankBoston August 1998 - November 1998
Habib Bank AG Zurich May 1997 - August 1997
JP Morgan 1992 - 1996
Skills
Portfolio Management, Competitive Analysis, Leadership, Business Strategy, Banking, Equities, Management, Credit, Training, Marketing, Corporate Finance, Financial Analysis, Financial Modeling, Investments, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA, Finance and Entrepreneurship
Penn State University 1988 — 1992
B.S., Finance
JP Morgan April 2010 - Present
Hudon & Son Fine Home Remodeling January 2009 - March 2010
International Fund Services February 2001 - September 2008
Chase Manhattan Corporation April 1999 - February 2001
Education
Babson College 1994 — 1998
BS, Managerial Finance
Wells Fargo March 2015 - Present
Citigroup Global Markets, Inc. December 2010 - Present
Alliant Capital LLC September 2008 - December 2010
Countrywide Commercial Real Estate Finance, Inc. January 2006 - August 2008
JP Morgan March 2001 - January 2006
CIBC World Markets March 2000 - March 2001
Goldman Sachs Commercial Mortgage Capital January 1998 - March 2000
Skills
CMBS, Structured Finance, Real Estate Economics, Loans, Due Diligence, Capital Markets, Commercial Real Estate, Asset Management, Valuation, Investments, Real Estate Financing, Portfolio Management, Financial Modeling
Education
Austin College 1994 — 1997
Business & Economics
Farmersville
The Harvey School 2002 - Present
JP Morgan 1999 - 2002
Reuters February 1993 - December 1999
EJV 1991 - 1993
EJV Partners 1990 - 1993
Breckenridge COnsulting 1978 - 1993
Eberstadt Asset Managment 1981 - 1985
ADP Network Services 1975 - 1978
Skills
Program Management, Customer Relations, Team Building, Problem Solving, Business Analysis, Strategic Planning, Process Improvement, Business Strategy, Customer Service, Analysis, Change Management, Financial Analysis, Research, Leadership, Microsoft Office, Public Speaking, Data Analysis, Databases, Management Consulting, Vendor Management, Management, Cross-functional Team..., Nonprofits, Project Management, Fixed Income, Training, Alumni Relations, Business Development, PowerPoint, Team Leadership, Budgets, Marketing Strategy, Strategy, Coaching
Education
Albion College
A.B., Math, German, . psychology
The Harvey School
The Harvey School
University of Michigan
M.A., math
Fidelity Investments January 2010 - Present
State Street July 2007 - December 2009
Investors Bank & Trust May 2002 - July 2007
Brown Brothers Harriman April 1996 - May 2002
JP Morgan February 1995 - April 1996
Citigroup June 1988 - February 1995
National Westminster Bank August 1987 - June 1988
Skills
Corporate Actions, Middle Office, Securities Lending, Mutual Funds, Fixed Income, Global Custody, Securities, Settlement, Equities, Back Office, Derivatives, Financial Services, Investments, Risk Management
Education
Adelphi University 1989 — 1992
MBA, Corporate Finance
University at Albany, SUNY 1983 — 1987
BA, Economics
Miller Place High School 1979 — 1983
NY Regents Diploma, Honors HS Education
Shared Services, Avant Ministries and Crossworld October 2014 - Present
Glenwood Baptist Church 2013 - Present
State Street August 2013 - October 2014
JP Morgan June 2006 - January 2013
Cargill Investor Services April 2002 - September 2005
Skills
Financial Analysis, Technical Analysis, Commodity Risk..., Investments, Options, Risk Management, Financial Markets, Options Strategies, Strategic Planning, Nonprofits, Leadership, Microsoft Office, Finance
Education
Avila University 2015 — 2017
Master of Business Administration (M.B.A.), Accounting
Kansas State University 2004 — 2006
Certificate, Financial Planning and Services
Park University 2002 — 2004
Bachelor of Science (B.S.), Management/Finance
Park University 2002 — 2004
Bachelor of Arts (B.A.), Business Administration, Finance
Southwest Baptist University 1997 — 2000
Park University, Music, Business
TD November 2014 - Present
TD January 2013 - October 2014
IBM Global Services October 2002 - January 2013
PwC March 2000 - October 2002
BMO Nesbitt Burns 1999 - 2000
CI Mutual Funds Inc. 1997 - 1998
JP Morgan 1995 - 1996
BMO Nesbitt Burns 1994 - 1995
Credit Suisse First Boston 1992 - 1994
Total Systems Development 1989 - 1992
Skills
Business Process Design, Business Analysis, Requirements Management, IT Solutions, Lean Six Sigma, Business Process..., Management Consulting, SDLC, Business Process, Business Transformation, IT Strategy, Business Process..., Outsourcing, PMO, Requirements Analysis, Business Requirements, Management, Six Sigma, Analysis, Project Portfolio..., Leadership, Requirements Gathering, Enterprise Architecture, Enterprise Software, Risk Management, Software Documentation, Business Architecture
Education
University of the Philippines 1984 — 1987
Bachelor of Arts (B.A.), Philosophy
Ateneo de Manila University 1981 — 1984
Mathematics major in Computer Science
SoftLayer, an IBM Company May 2010 - Present
TEKsystems January 2008 - May 2010
First Horizon National Corporation June 2005 - December 2007
JP Morgan August 2004 - June 2005
Kforce March 2004 - August 2004
First Horizon National Corporation 1998 - 2003
Skills
Cloud Computing, Software Development, Web Services, SOA, Oracle, Microsoft SQL Server, SQL, Web Development, Databases, Java, Spring, PHP, JavaScript, MySQL, Enterprise Software, Agile Methodologies, Business Process, Business Analysis, Business Process Design, Enterprise Architecture
Education
American InterContinental University 2003 — 2004
Bachelors, Computer Systems
Dallas County Community College 1997 — 2002
Associates, Liberal Arts
J.P. Morgan March 2015 - Present
JP Morgan March 2010 - February 2015
CapitalStar Systems July 2008 - April 2010
Merrill Lynch October 2005 - June 2008
Celtel Uganda Ltd. Trading as Zain Uganda May 2004 - August 2004
Citibank May 2002 - August 2002
Education
Stevens Institute of Technology 2007 — 2009
MSIS, Information Management and Finance
Arizona State University 2001 — 2005
Bachelor of Science (B.S.), Electrical Engineering
SS&C GlobeOp April 2011 - Present
JP Morgan April 2010 - April 2011
JPMorgan February 2009 - April 2010
Goldman, Sachs & Co. May 1996 - February 2008
Bankers Trust May 1994 - May 1996
Lehman Brothers July 1988 - May 1994
Skills
Loans, Hedge Funds, Trading, Relationship Management, Portfolio Management, Financial Services, Middle Office, Emerging Markets, Capital Markets, Credit, Syndications, Alternative Investments, Derivatives, Fixed Income, Operational Risk, Equities, Investment Banking
Education
New York University- School of Continuing and Professional Studies 2008 — 2009
Business Project Management Certificate
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Economics, Computer Information Systems
Avaya June 2015 - Present
Amec Foster Wheeler August 2011 - May 2015
Dechert LLP November 2005 - August 2011
Latham & Watkins 1998 - 2005
JP Morgan 1991 - 1993
Skills
Mergers & Acquisitions, Securities Regulation, Corporate Governance, Litigation
Education
New York University School of Law 1994 — 1997
JD
Jewish Theological Seminary 1988 — 1991
BA, Jewish History
Barnard College 1987 — 1991
BA, Political Science
Solomon Schechter Day School
JP Morgan June 2008 - Present
Bear Stearns November 1997 - May 2008
NIIT February 1994 - November 1997
Skills
Sybase, Trading Systems, Prime Brokerage, Fixed Income, Equity Derivatives, Electronic Trading, SDLC, Business Analysis, Interest Rate..., Credit Derivatives, IT Strategy, Capital Markets, Equities, Derivatives, Structured Finance, Vendor Management, Investment Banking, Low Latency, Market Data, Hedge Funds, Enterprise Architecture, Reference Data, Performance Tuning, Agile Methodologies, Options, Equity Trading, Portfolio Management, Order Management, Application Architecture, CDS, Structured Products, Securities, Solaris, Back Office, Risk Management, Securities Lending, Middle Office, Swaps, Bloomberg, Infrastructure, Exchange Connectivity, Trading, FX Options, Unix, Asset Management, Data Warehousing
Education
Aligarh Muslim University 1991 — 1994
MS, Computer Science
Aligarh Muslim University 1988 — 1991
BS, Mathematics(Hons)
Column Financial June 2014 - Present
Verus Real Estate Advisory, INc. April 2014 - Present
Stan Johnson Company August 2010 - June 2014
Brooktree Realty Advisors April 2009 - August 2010
Prescient 2009 - 2010
Aslan Capital Partners January 2009 - December 2009
Countrywide Commercial Real Estate Finance June 2004 - February 2008
Countrywide 2004 - 2008
JP Morgan September 1997 - June 2004
JPMorgan Chase 1997 - 2004
Skills
Real Estate, Commercial Real Estate, Investment Properties, Investments, Asset Management, Portfolio Management, Marketing, Negotiation, Management, Credit, Property, Analysis, Sellers, Loan Origination, Appraisals
Education
Auburn University 1993 — 1997
bachelors, Communication
Walton High Schoold
Hillsborough County Public Schools January 2011 - Present
PricewaterhouseCoopers June 2000 - June 2008
PricewaterhouseCoopers 1991 - May 2007
PricewaterhouseCoopers November 1993 - June 2000
Coopers & Lybrand 1991 - 2000
JP Morgan 1985 - 1991
Citibank 1980 - 1985
Citibank 1980 - 1985
Skills
Database Administration, Integration, Software Documentation, Active Directory, Solaris, Windows Server, Business Analysis, Oracle, Accounts Receivable, XP, IT Management, Disaster Recovery, Problem Solving, IT Strategy, Databases, Documentation, SDLC, Child Development, Child Care Facility..., Customer Service, Project Management, Process Improvement, Adult Education, Educational Technology, Information Technology, Computer Repair, Reporting & Analysis, Windows 7, Mac & PC platforms, Computer Network..., Computer Maintenance, CPR Certified, First Aid Training
Education
Saint Petersburg College 2004 — 2005
Technical Certificate, Oracle Database Administration
Adelphi University 1977 — 1979
B.S., Education
Nassau Community College 1975 — 1977
A.S, Education
Adelphi University 1970 — 1974
New York, English
GE Capital November 2014 - Present
GE Capital August 2013 - November 2014
Bank of America November 2011 - June 2013
Barclays Capital April 2010 - November 2011
Merrill Lynch 2008 - March 2010
Merrill Lynch 2007 - 2008
Merrill Lynch 2006 - 2007
Merrill Lynch 2003 - 2006
Merrill Lynch 2000 - 2002
JP Morgan 1998 - 2000
Education
Barnard College 1989 — 1993
BA, European Studies
JP Morgan January 2003 - Present
PacifiCare Health Systems March 1999 - August 2002
FileNet 1994 - 1999
Skills
Management, Enterprise Content..., FileNet, Captiva, Document Capture, Data Warehousing, Oracle PL/SQL..., SQL, SQL Tuning, ETL, Data Management, Data Analytics, Statistical Data..., Oracle Application..., Workflow Applications, IT Risk Management, Disaster Recovery, IT Audit, SDLC, Vendor Management, Business Analysis, Unix, Requirements Analysis, Integration, Agile Methodologies, Image Archiving
Education
Ohio University 1992 — 1993
Master's degree, Engineering
Annamalai University 1981 — 1984
Bachelor's degree, Engineering
The Meyers Group July 2009 - Present
The Meyers Group February 2007 - Present
JP Morgan Chase May 2000 - March 2007
JP Morgan 2000 - 2006
American Century Investments 2000 - 2006
Education
Baker University 2002 — 2004
MBA, Business Administration
University of Missouri-Columbia, College of Business 1996 — 2000
B.A., Personal Finance
JP Morgan July 2010 - Present
National City Corp. December 2001 - July 2010
U.S. Bank 1999 - 2002
MidCity National Bank of Chicago 1992 - 1999
Skills
Banking, Credit, Portfolio Management, Fixed Income, Loans, Credit Analysis, Wealth Management, Capital Markets, Financial Analysis, Commercial Lending, Commercial Banking, Credit Risk, Asset Management, Private Banking, Risk Management
Education
Augustana College 1988 — 1992
AOL/SI
AOL/SI
Wells Fargo August 2011 - Present
JPMorgan Chase Bank May 2000 - July 2011
JPMorgan Chase May 2000 - July 2011
JP Morgan May 2000 - July 2011
Skills
Investments, Asset Management, Due Diligence, Financial Services, Finance, Wealth Management, Banking, Portfolio Management, Mutual Funds, Securities
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA, Analytical Finance/Finance/Accounting
Wayne State University Law School 1989 — 1992
JD, Law
Albion College 1985 — 1989
BA, Economics/German
Morgan Stanley May 2012 - Present
PCCW August 2007 - May 2012
Verizon January 2004 - August 2007
Telstra April 2000 - November 2003
Deutsche Bank 1997 - 1998
JP Morgan 1996 - 1998
Skills
Operations Management, Solution Selling, Account Management, Sales Management, Contract Negotiations, Consultative Selling, Telecommunications, Managed Services, SLA, Negotiation, Business Development, Business Process, Cloud Computing, Contract Negotiation, Management, New Business Development, Outsourcing, Project Management, Sales, Selling, Service Delivery, Sourcing, Strategy, Vendor Management, Cross-functional Team..., CRM, Pre-sales, Sla
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, IT and Marketing
Baruch College
BBA, Marketing
John Deere January 2013 - Present
Metcalf Bank January 2012 - January 2013
JP Morgan 2007 - 2009
Skills
Financial Modeling, Fixed Income, Valuation, Financial Analysis, Credit Analysis, Credit, Loans, Credit Risk, Commercial Banking, Investments, Strategic Financial..., Financial Reporting, Accounting
Education
Kansas State University
Master's Degree, Agribusiness/Agricultural Business Operations
Baker University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
JP Morgan March 2010 - Present
Janney Montgomery Scott January 2009 - March 2010
Goldman Sachs April 2006 - January 2009
Morgan Stanley October 1998 - April 2006
Prudential Securities 1997 - 1998
Skills
Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Derivatives, Series 63, Public Finance, Municipal Bonds, Project Finance, Swaps, Series 53, Series 24, Hedging, Financial Modeling, Interest Rate..., Securities, Financial Markets, Credit Analysis, Debt Restructuring, Due Diligence, Credit, Banking, Corporate Finance, Financial Services, Credit Risk, Finance, Financial Structuring
Education
American University 1995 — 1996
MPA, Public Administration
The George Washington University 1987 — 1991
BA, Political Science
Guggenheim Securities June 2013 - Present
Morgan Stanley March 2010 - June 2013
Dresdner Kleinwort July 2006 - January 2010
Network for Teaching Entrepreneurship 2000 - 2010
Merrill Lynch July 2002 - July 2006
JP Morgan 2001 - 2001
Skills
Capital Markets, Fixed Income, Hedge Funds, Portfolio Management, Structured Finance, Trading, Securities, Finance, Credit, Loans, Bonds, Equities, Investment Banking
Education
Barnard College 1998 — 2002
BA, Sociology and Economics
Columbia University in the City of New York
Grain & Barrel Spirits January 2012 - Present
ABB Partners, LLC 2005 - Present
Intercoastal Brands, LLC January 2015 - Present
Cabana Cachaca LP March 2005 - Present
Webtab, Inc. May 2011 - December 2011
Terrence B. Flatley, Inc. September 2003 - June 2006
JP Morgan June 2001 - August 2003
Skills
Investment Banking, Impact Investing, Private Equity, Venture Capital, Emerging Markets, Mergers, Capital Markets, Start-ups, Strategic Partnerships, Management, Marketing, Strategic Planning, Wineries, Consumer Products, Mergers & Acquisitions, Brand Management, Packaging, Strategy, Restructuring, Wine & Spirits Industry, Business Strategy, Entrepreneurship, Alternative Investments, Brand Development, Wine, Marketing Strategy, Business Development, Executive Management, Joint Ventures, Product Innovation, Corporate Finance, International Business, New Business Development
Education
Amherst College 1997 — 2001
BA, Economics
Wintrust Wealth Services April 2011 - Present
JP Morgan May 2007 - April 2011
Education
Augustana College 1980 — 1990
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - Present
JP Morgan November 2010 - May 2013
Citigroup June 2009 - November 2010
Bank of America September 2007 - December 2008
Wells Fargo April 2004 - September 2007
Wachovia Bank June 2003 - October 2005
Skills
Operational Risk, Change Management, Credit Risk, Basel II, Sarbanes-Oxley Act, COBIT, Information Security, Analysis, Internal Audit, Investment Banking, Information Technology, Management, Capital Markets, Internal Controls, Sarbanes-Oxley, SDLC, Risk Management, Vendor Management, Business Analysis, PMO, Program Management, Enterprise Risk..., Project Management, Process Improvement, Requirements Analysis
Education
Appalachian State University 2001 — 2003
B.S. Business Administration, Information Systems
JP Morgan 2013 - Present
JPMC December 1996 - Present
JPMorgan December 1996 - Present
JPMorganChase 1996 - Present
JPMorgan Chase 1996 - Present
MUNICH REINSURANCE AMERICA INC 1994 - 1996
Education
Guilford College 1978 — 1982
BA
Baruch College, City University of New York (CUNY)
MBA, Finance
J.P. Morgan May 2012 - Present
JP Morgan December 2010 - May 2012
J.P. Morgan May 2007 - December 2010
Skills
Financial Modeling, Capital Markets, Derivatives, Due Diligence, Corporate Finance, Emerging Markets, Financial Analysis, Structured Finance, Portfolio Management, Credit Analysis, Finance, Financial Structuring, Investment Banking
Education
Barnard College 2002 — 2006
Bachelor's degree, Economics
Barnard College, Columbia University 2002 — 2006
BA, Economics
Affinity Wealth Management June 2000 - Present
JP Morgan July 1970 - January 1998
Skills
Investment Management, Retirement Planning, Personal Financial..., Socially Conscious..., Sustainable Investing, Disbursement Planning, Estate Planning, Portfolio Management, Investments, Retirement, Asset Managment, Financial Services, Asset Management, Finance, Wealth, Securities, Wealth Management, Investment Advisory, Mutual Funds, Series 63, ETFs, Asset Allocation, Investment Strategies, Strategic Financial..., Financial Planning
Education
Wilmington College 2000 — 2002
Master of Business Administration (MBA)
Alfred University 1964 — 1969
ba, Economics and Business
The Chicago Corporation 2011 - Present
Lawrence Hall Youth Services 2010 - Present
Independent Consultant March 2009 - Present
The Gow School 2001 - Present
Australia and New Zealand Banking Group Ltd. May 2006 - October 2008
JP Morgan July 2004 - July 2005
Bank One International Holdings October 1998 - June 2004
First Chicago September 1974 - October 1998
The First National Bank of Chicago 1974 - 1996
Skills
Project Execution, Credit Risk, International Relations, Operations Management, International Business, Talent Management, Investment Banking, Risk Management, Capital, Mergers & Acquisitions, Portfolio Management, Banking, Due Diligence, Executive Management, Financial Services, Project Management, Credit, Fixed Income, Leadership, Private Equity, Financial Structuring, Strategy, Finance, Program Management, Restructuring, Mergers, Capital Markets, Management, Project Finance, Equities, Investments, Financial Institutions, Commercial Banking, Corporate Finance
Education
The University of Hong Kong 1981 — 1982
Post Grad Certificate, Contemporary Chinese Studies
Manchester Business School 1972 — 1974
MBA, Business and Finance
L-Università ta' Malta 1969 — 1972
BA Hon, Economics
JP Morgan Managing DirectorBear StearnsJanuary 2004 - July 2008
Lutheran Brotherhood January 1999 - September 2000
Goldman Sachs 1991 - 1999
The Chase Manhattan Bank 1977 - 1991
Skills
Fixed Income, Banking, Equities, Hedge Funds
Education
Gettysburg College 1971 — 1975
B.A.
Adelphi University
MBA, Business Administration
JP Morgan Vice-PresidentJP Morgan Clearing Corp1998 - Present
Skills
Fixed Income, Alternative Investments, Series 7, Investment Banking, Hedge Funds, Middle Office, Securities, Equities, Capital Markets, Financial Markets, Trading Systems, Bloomberg, Derivatives, Electronic Trading, Prime Brokerage, AML, Options, Private Equity, Settlement, Financial Services, Trading, Anti Money Laundering
Education
Alfred University 1988 — 1992
Alfred University 1988 — 1992
BS, Business & Health Care Administration
Drexel University September 2001 - June 2010
JP Morgan May 1986 - September 1998
Skills
Teaching, Public Speaking, Research, Employee Relations, PowerPoint, Higher Education, Leadership, Human Resources, Event Planning, Nonprofits, Staff Development, Fundraising, Leadership Development
Education
American University - Kogod School of Business 1985 — 1987
MBA/MS, Human Resources
Bank of America August 2012 - Present
JP Morgan December 2010 - August 2012
Bank of America November 2006 - December 2010
Skills
Vendor Management, Project Portfolio..., Business Analysis, Process Improvement, SDLC, PMI, Agile Project Management, Agile Methodologies, Scrum, Agile & Waterfall..., Certified Scrum Master...
Education
Anglia Ruskin University
Bachelor's Degree, Business Administration, First-class honours
Warren Lewis Sotheby's International Realty 2009 - Present
JP Morgan June 1994 - February 1998
Chase 1989 - 1994
Morgan Stanley 1986 - 1988
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Barnard College
BA
MSCI Inc. May 2014 - Present
JP Morgan June 2007 - March 2014
Morgan Stanley December 1984 - October 2006
Collective Technolgies / PSA 1994 - 1995
Data Capture Systems 1993 - 1993
Skills
Trading Systems, IT Strategy, Derivatives, Management, Investment Banking, Outsourcing, Electronic Trading, Hedge Funds, Market Data, Risk Management, Fixed Income, Equities, Data Center, Integration, Prime Brokerage, Capital Markets, Trading, Mergers & Acquisitions
Education
Allegheny College
Physics
Columbia University in the City of New York
Mechanical Engineering
JP Morgan National Manager Global Securities ServicesFifth Third BancorpApril 2002 - June 2008
Education
American University - Kogod School of Business 1985 — 1989
MBA, Finance
Slippery Rock University of Pennsylvania 1980 — 1984
BSBA, Finance & International Business
Brite Systems Inc February 2007 - Present
JP Morgan 2007 - 2009
pentafour international January 2004 - September 2006
software quality leaders 2006 - 2006
Skills
SDLC, SQL, Business Intelligence, PL/SQL, Oracle, DB2, Agile Methodologies, Web Services, SOA, Data Warehousing, Requirements Analysis, Software Project..., Requirements Gathering, Unix, Data Modeling, C#, Cognos, Cognos ReportNet, Cognos Upfront, IBM Cognos 10.1.1, IBM Cognos 10.2, IBM Cognos Framework..., Cognos Transformer, Cognos Powerplay, Datastage, Datastage 7.X, IBM Cognos 8.X, IBM InfoSphere -..., Enterprise Architecture, ETL
Education
Anna University 2002 — 2003
M.Tech, Information Technology
Bharathiar University 1997 — 2001
BE, COMPUTER SCIENCE AND ENGINEERING
JP Morgan June 1991 - Present
Prudential Securities 1990 - 1991
Education
Amherst College 1986 — 1990
BA
The College Preparatory School 1982 — 1986
Sapient Global Markets January 2011 - Present
JP Morgan December 2009 - January 2011
Polaris Software Lab October 2005 - January 2011
UBS Investment Bank December 2007 - December 2009
Citi Group March 2007 - December 2007
Citibank October 2005 - February 2007
Skills
Quick Test Professional..., HP Quality Center 9.2, JIRA, Sybase, SQL, FIX, Equity Trading
Education
Anna University 2001 — 2005
Bachelor of Engineering, Computer Science and Engineering
The Port Authority of New York & New Jersey July 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP July 2010 - Present
Connecticut College August 2009 - May 2010
Connecticut College 2006 - 2010
SoBRO May 2009 - August 2009
JP Morgan 2006 - 2006
Skills
Legal Research, Event Planning, Spanish translation, Spanish, Community Outreach, Research, Recruiting, Corporate Law, Non-profits, Lexis, Microsoft Word, Nonprofits
Education
City University of New York-Baruch College 2012 — 2014
Master of Public Administration (M.P.A.)
Connecticut College 2006 — 2010
BA, International Relations and Economics
IES Barcelona 2008 — 2008
UBS Investment Bank April 2011 - Present
JP Morgan October 2010 - February 2012
UBS Investment Bank June 2007 - December 2010
Skills
Equities, Prime Brokerage, Exchange Traded..., Relationship Management, Series 7, Series 63, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Commodity, Trading Strategies, Equity Derivatives, FX Options, Securities, Swaps, Financial Markets, Foreign Exchange, Options, Financial Services, Trading, Structured Products, Valuation, Middle Office, Electronic Trading, Mutual Funds, Settlement, FINRA, Back Office, Securities Lending
Education
Auburn University 2003 — 2007
Finance
BlueBay Asset Management March 2014 - Present
BlackRock August 2011 - March 2014
JP Morgan June 2010 - August 2010
Rodman & Renshaw January 2010 - May 2010
Skills
Investment Banking, Equity Derivatives, Portfolio Management, Capital Markets, Bloomberg, Trading, Hedge Funds, Fixed Income, Derivatives, Valuation, Structured Products, Equity Research, Bloomberg Terminal, Quantitative Finance, Equities, Financial Modeling
Education
City University of New York-Baruch College 2008 — 2011
BBA
Great-West Financial July 2001 - Present
JP Morgan Chase November 2011 - June 2012
J.P. Morgan Retirement Plan Services 2009 - June 2012
JP Morgan February 2007 - November 2009
JPMorgan Retirement Plan Services January 2003 - January 2007
Education
Baker University 2006 — 2008
Masters, Business Administration
The University of Kansas 1993 — 1997
Bachelor, French
The Blackstone Group May 2005 - Present
JP Morgan June 2004 - August 2004
Wachovia, A Wells Fargo Company April 1994 - February 2003
Skills
High Yield, Credit, Capital Markets, Alternative Investments, Financial Modeling, Valuation, Fixed Income, Credit Analysis, Bonds, Debt Restructuring, Loans, Financial Structuring, Capital Structure, Leveraged Finance, Investment Banking
Education
Georgetown University - The McDonough School of Business 2003 — 2005
MBA
Auburn University 1988 — 1991
BA, International Business and Finance
Fidelity Investments February 2013 - Present
Fidelity Investments April 2012 - February 2013
Brown Brothers Harriman June 2011 - October 2011
Putnam Investments September 2010 - May 2011
JP Morgan July 2010 - August 2010
RBS Sempra Commodities October 2004 - 2010
Alabama A&M University July 2002 - August 2004
Mercantile Office Systems, Nepal March 2000 - March 2002
Skills
JBoss Application Server, Hibernate, Ant, JDBC, EJB, Spring, Maven, Hadoop, Oracle, XML, XSLT, Spring Batch, spring inte, C#, SOAP, REST, Drools, Groovy, bash, Ubuntu, Software Development, Web Services, SOA, JSP, Eclipse, JMS, Tomcat, Struts, JUnit, Java, PL/SQL, Hudson, Linux, Agile Methodologies, Design Patterns, Unix, SoapUI, iBatis, Core Java, Java Enterprise Edition, Subversion, Servlets, SQL, JavaScript, JAXB, Spring Framework
Education
Alabama Agricultural and Mechanical University 2002 — 2004
MS, Computer Science
Tribhuvan University, Nepal 1995 — 1999
BE, Electronics Engineering
AmericanWest Bank November 2014 - Present
Wells Fargo September 2009 - June 2014
JP Morgan April 2008 - June 2009
Bank of America February 2006 - April 2008
Skills
Commercial Banking, Credit, Banking, Loans, Commercial Lending, Small Business Lending, Sales, Financial Analysis, Investments, Portfolio Management, Financial Services, Consumer Lending, Strategic Financial..., Underwriting, Business Development, Financial Planning
Education
American River College 2006 — 2010
Business Administration, Management and Operations
JPMorgan Chase 2013 - Present
JP Morgan 1999 - Present
JPMChase 1999 - 2013
Skills
Business Analysis, Program Management, Risk Management, Disaster Recovery, Software Development, SDLC, Vendor Management, Management, Requirements Gathering, Leadership, Project Portfolio..., Project Management, IT Strategy, Software Project..., Process Improvement, Business Requirements, Integration, Visio, Quality Assurance, Enterprise Architecture, Software Documentation, PMO, Requirements Analysis, Budgets, Security, Business Process..., Testing, Banking, IT Management, Production Support, Forecasting, Business Intelligence, SharePoint
Education
Ball State University 1982 — 1987
Bachelor of Science, Computer Science
Lending Club 2013 - Present
BlackRock 2010 - 2013
AXA Rosenberg 2005 - 2010
Bank of America Securities 2004 - 2005
Barclays Capital 2004 - 2004
AT&T Global Services 2002 - 2004
Skillgames 2000 - 2001
Lehman Brothers 1998 - 2000
JP Morgan 1997 - 1998
Salomon Smith Barney 1997 - 1997
Skills
Trading Systems, Software Engineering, Financial Markets, Product Management, JAVA, PHP, Optimization, Algorithm Design, EMS, FIX, Unix Shell Scripting, Derivatives Trading, Tortoise SVN, Data Analysis, Database Design, SQL Tuning, Cache Coherency, User-centered Design, Team Leadership, Mentoring, Agile Methodologies, Language Teaching, Java, Investment Management, Equity Trading, Portfolio Optimization, Equities, Electronic Trading
Education
Indian Institute of Technology, Madras 1984 — 1986
M. S., Computer Science
Anna University 1982 — 1984
M.S, Applied Mathematics
Broadway Near You 2011 - Present
Severn River Capital 2004 - 2004
JP Morgan Chase 2001 - 2004
P. Schoenfeld Asset Management 1997 - 2001
JP Morgan 1995 - 1997
Skills
Private Equity, Portfolio Management, Investments, Risk Arbitrage, Event Driven, Mergers & Acquisitions, Hedge Funds, Equities, Valuation, Financial Modeling, Capital Markets, Strategic Planning, Investment Banking, Asset Management, Due Diligence, Corporate Finance, Risk Management, Marketing Strategy, Negotiation, Entrepreneurship, Mergers
Education
Barnard College 1991 — 1995
BA, Economics
The Northern Trust Company July 2014 - Present
The Northern Trust Company September 2013 - Present
The Northern Trust Company January 2011 - Present
JP Morgan April 1999 - December 2010
Skills
Wealth Management, Wealth Management..., Investments, Estate Planning, Trust Management, Strategic Financial..., Trust Services, Relationship Management, Manage Client..., Business Development, High Net Worth..., Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Series 7, Retirement Planning, Alternative Investments, Private Banking, Securities, Mutual Funds, Wealth, Investment Management, Investment Strategies, Financial Services, Retirement, Equities, Financial Advisory, Trusts, Banking
Education
Aurora University 1997 — 2000
Masters Business Administration
JP Morgan July 2008 - Present
Goldman Sachs June 2006 - July 2008
Education
Columbia Business School 2004 — 2006
Master of Business Administration (MBA)
Amherst College 1995 — 1999
BA, Psychology
JPMorgan Private Bank May 2010 - Present
JP Morgan May 2010 - December 2011
Wells Fargo Investments December 2005 - May 2010
Skills
Mutual Funds, Series 24, Series 7, Series 63, Fixed Income, Equities, Supervisory Experience, Banking, Financial Services, ETFs, Securities, Bonds, Investment Strategies
Education
Arizona State University
Bachelor of Arts (B.A.), History, Summa Cum Laude
JPMorgan Chase January 2013 - Present
JP Morgan August 2010 - Present
A&D Pizza and Pub November 2000 - May 2015
JP Morgan October 2007 - July 2010
Skills
Mutual Funds, ETFs, Risk Management, Equities, Finance, Back Office, Bloomberg, Corporate Actions, Fund Administration, Derivatives, Securities, Fund Accounting, Wealth Management, Portfolio Management, Investments, Financial Services, Relationship Management, Fixed Income, Asset Managment, Fund Of Funds, Hedge Funds, Alternative Investments, Asset Allocation, Financial Analysis, Capital Markets, Asset Management, Entrepreneurship, FX Options, Investment Banking, Middle Office
Education
Assumption College 1997 — 2001
Finance and Management, Finance and Financial Management Services
Kayne Anderson Capital Advisors June 2013 - Present
JP Morgan October 2008 - May 2013
Latham & Watkins July 2007 - July 2008
Skills
Securities, Equities, Bloomberg, Investor Relations
Education
Amherst College 2003 — 2007
Harvard Westlake
JP Morgan 2008 - Present
Bear Stearns 2005 - 2008
Lehman Brothers 2000 - 2005
Skills
Equities, Hedge Funds, Investments, Asset Management, Securities, Portfolio Management, Capital Markets, Alternative Investments, Fixed Income, Risk Management, Valuation, Investment Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (B.S.), Management
JP Morgan May 2009 - Present
Morgan Stanley Smith Barney December 2003 - May 2009
Education
Alfred University 1986 — 1990
Bachelor of Arts (BA)
JP Morgan January 1998 - Present
Education
Amberton University
Master's degree
Louisiana College