J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Emily Heller Emily Heller's J.P. Morgan Experience August 2009 - February 2012
Job Office of Asset Sales at HUD
Industry Financial Services
Experience
HUD April 2014 - Present
HUD January 2013 - April 2014
J.P. Morgan August 2009 - February 2012
Freddie Mac June 1994 - August 2009
The Boston Company 1992 - 1994
Skills
Capital Markets, Portfolio Management, Fixed Income, Finance, Investments, Financial Modeling, Credit, Structured Finance, Risk Management, Financial Analysis, Financial Risk, Asset Management
Education
Boston College - Carroll School of Management 1992 — 1994
Master's degree, Finance, General
Emory University
Bachelor's degree, Economics
HUD April 2014 - Present
HUD January 2013 - April 2014
J.P. Morgan August 2009 - February 2012
Freddie Mac June 1994 - August 2009
The Boston Company 1992 - 1994
Skills
Capital Markets, Portfolio Management, Fixed Income, Finance, Investments, Financial Modeling, Credit, Structured Finance, Risk Management, Financial Analysis, Financial Risk, Asset Management
Education
Boston College - Carroll School of Management 1992 — 1994
Master's degree, Finance, General
Emory University
Bachelor's degree, Economics
Roland Pritchett Roland Pritchett's J.P. Morgan Experience November 2013 - Present
Job The Pritchett Group JPMS
Industry Investment Management
Experience
J.P. Morgan November 2013 - Present
Skills
Asset Management, Management, Microsoft Office, Sales
Education
Boston College 1987 — 1992
Master of Science (M.S.), Finance, General
J.P. Morgan November 2013 - Present
Skills
Asset Management, Management, Microsoft Office, Sales
Education
Boston College 1987 — 1992
Master of Science (M.S.), Finance, General
Pegah Karen Safizadeh Pegah Karen Safizadeh's J.P. Morgan Experience May 2011 - Present
Job Portfolio Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2011 - Present
eSecLending June 2010 - 2011
Boston College, Department of Finance September 2007 - 2011
eSecLending June 2010 - September 2010
Merrill Lynch May 2008 - September 2009
Skills
Bloomberg, Microsoft Excel, PowerPoint, Investments, Microsoft Office
Education
Boston College 2007 — 2011
BS, Finance
EM Strasbourg Business School 2009 — 2010
J.P. Morgan May 2011 - Present
eSecLending June 2010 - 2011
Boston College, Department of Finance September 2007 - 2011
eSecLending June 2010 - September 2010
Merrill Lynch May 2008 - September 2009
Skills
Bloomberg, Microsoft Excel, PowerPoint, Investments, Microsoft Office
Education
Boston College 2007 — 2011
BS, Finance
EM Strasbourg Business School 2009 — 2010
Bonnie Fong's J.P. Morgan Experience September 1992 - August 1999
Job Vice President, Investment Banking at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs April 2004 - Present
J.P. Morgan September 1992 - August 1999
Skills
Investment Banking
Education
Boston College - Carroll School of Management 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Goldman Sachs April 2004 - Present
J.P. Morgan September 1992 - August 1999
Skills
Investment Banking
Education
Boston College - Carroll School of Management 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Christopher Gironda's J.P. Morgan Experience May 2013 - Present
Job Student at Boston College Carroll School of Management
Industry Banking
Experience
J.P. Morgan May 2013 - Present
Skills
Financial Analysis, Corporate Finance, Financial Modeling
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance, Economics, Junior
J.P. Morgan May 2013 - Present
Skills
Financial Analysis, Corporate Finance, Financial Modeling
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Science (B.S.), Finance, Economics, Junior
Katherine Dean's J.P. Morgan Experience September 2013 - Present
Job Associate Counsel, JPMorgan Chase & Co., Chase Honors Legal Program
Industry Law Practice
Experience
J.P. Morgan September 2013 - Present
Office of the Attorney General of the State of New York May 2012 - July 2012
Halloran & Sage LLP May 2011 - July 2011
Skills
Legal Research, Critical Thinking, Interpersonal..., Analysis
Education
University of Pennsylvania Law School 2010 — 2013
Boston College 2007 — 2010
English
Avon High School
J.P. Morgan September 2013 - Present
Office of the Attorney General of the State of New York May 2012 - July 2012
Halloran & Sage LLP May 2011 - July 2011
Skills
Legal Research, Critical Thinking, Interpersonal..., Analysis
Education
University of Pennsylvania Law School 2010 — 2013
Boston College 2007 — 2010
English
Avon High School
Shi Yin Shi Yin's J.P. Morgan Experience December 2013 - June 2014
Job Auditor at MaloneBailey, LLP
Industry Accounting
Experience
MaloneBailey, LLP October 2014 - Present
J.P. Morgan December 2013 - June 2014
Boston College Office of International Program September 2012 - May 2013
Mars March 2011 - July 2012
Mars August 2009 - March 2011
Skills
Financial Reporting, Financial Analysis, Forecasting, Financial Accounting, Variance Analysis, SAP, Accounts Payable, Managerial Accounting, Bank Reconciliation, Cash Flow Analysis, Corporate Budgeting, Auditing
Education
Boston College 2012 — 2013
Master's degree, Accounting
University of International Business and Economics 2005 — 2009
Bachelor's degree, Accounting
University of California, Berkeley 2008 — 2008
Summer session, Marketing, Corporate Finance
MaloneBailey, LLP October 2014 - Present
J.P. Morgan December 2013 - June 2014
Boston College Office of International Program September 2012 - May 2013
Mars March 2011 - July 2012
Mars August 2009 - March 2011
Skills
Financial Reporting, Financial Analysis, Forecasting, Financial Accounting, Variance Analysis, SAP, Accounts Payable, Managerial Accounting, Bank Reconciliation, Cash Flow Analysis, Corporate Budgeting, Auditing
Education
Boston College 2012 — 2013
Master's degree, Accounting
University of International Business and Economics 2005 — 2009
Bachelor's degree, Accounting
University of California, Berkeley 2008 — 2008
Summer session, Marketing, Corporate Finance
Kristina Creagh's J.P. Morgan Experience March 2011 - November 2012
Job Director of Investor Relations at Venor Capital Management LP
Industry Investment Management
Experience
Venor Capital Management LP November 2012 - Present
J.P. Morgan March 2011 - November 2012
FTI Consulting July 2009 - February 2011
Education
Boston College
B.S., Finance
Venor Capital Management LP November 2012 - Present
J.P. Morgan March 2011 - November 2012
FTI Consulting July 2009 - February 2011
Education
Boston College
B.S., Finance
Danielle Sly Danielle Sly's J.P. Morgan Experience 2008 - 2013
Job Regional Director of Business Development, San Francisco, at The Suburban Jungle Realty Group
Industry Real Estate
Experience
J.P. Morgan 2008 - 2013
JP Morgan 2006 - 2008
J.P. Morgan 2001 - 2006
J.P. Morgan 2000 - 2001
Skills
Investments, Fixed Income, Equities, Strategy, Risk Management, Portfolio Management, Mutual Funds, Management, Financial Analysis, CRM, Business Analysis, Project Management, Fund Accounting, Fund Administration, Process Improvement, Process Engineering, Organizational...
Education
Boston College 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course, Economics
J.P. Morgan 2008 - 2013
JP Morgan 2006 - 2008
J.P. Morgan 2001 - 2006
J.P. Morgan 2000 - 2001
Skills
Investments, Fixed Income, Equities, Strategy, Risk Management, Portfolio Management, Mutual Funds, Management, Financial Analysis, CRM, Business Analysis, Project Management, Fund Accounting, Fund Administration, Process Improvement, Process Engineering, Organizational...
Education
Boston College 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course, Economics
Jaclyn Vilaca-Mischler's J.P. Morgan Experience October 2014 - Present
Job Vice President, Municipal Underwriting at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Bank of America Merrill Lynch June 2012 - October 2014
Bank of America Merrill Lynch July 2010 - June 2012
Merrill Lynch February 2008 - July 2010
Merrill Lynch August 2006 - February 2008
Skills
Municipal Bonds, Derivatives, Interest Rate Swaps, Trading, Underwriting, Capital Markets, Fixed Income, Series 7, Series 63, Hedging, Bond Pricing, Microsoft Excel, Alternative Investments
Education
Boston College 2002 — 2006
Accounting and Finance
J.P. Morgan October 2014 - Present
Bank of America Merrill Lynch June 2012 - October 2014
Bank of America Merrill Lynch July 2010 - June 2012
Merrill Lynch February 2008 - July 2010
Merrill Lynch August 2006 - February 2008
Skills
Municipal Bonds, Derivatives, Interest Rate Swaps, Trading, Underwriting, Capital Markets, Fixed Income, Series 7, Series 63, Hedging, Bond Pricing, Microsoft Excel, Alternative Investments
Education
Boston College 2002 — 2006
Accounting and Finance
Amanda Ehrlickman's J.P. Morgan Experience June 2014 - July 2014
Job Incoming Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - July 2014
TJX June 2013 - August 2013
Boston College External Operations September 2012 - May 2013
Energizer Personal Care June 2012 - August 2012
Skills
Microsoft Office, AC Nielsen, Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Bloomberg, Teamwork, Public Speaking, PowerPoint, Leadership, E-commerce, Research, Facebook
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Marketing and Finance, Senior
J.P. Morgan June 2014 - July 2014
TJX June 2013 - August 2013
Boston College External Operations September 2012 - May 2013
Energizer Personal Care June 2012 - August 2012
Skills
Microsoft Office, AC Nielsen, Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Bloomberg, Teamwork, Public Speaking, PowerPoint, Leadership, E-commerce, Research, Facebook
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (B.S.), Marketing and Finance, Senior
Natalie Schmitke Natalie Schmitke's J.P. Morgan Experience September 2012 - August 2013
Job MBA Candidate, Harvard Business School
Industry Venture Capital & Private Equity
Experience
HgCapital June 2014 - August 2014
J.P. Morgan September 2012 - August 2013
J.P. Morgan August 2010 - August 2012
J.P. Morgan June 2009 - August 2009
Monitor Group May 2009 - June 2009
adidas June 2008 - August 2008
Handelshof Management GmbH June 2007 - August 2007
Skills
Mergers & Acquisitions
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2007 — 2010
Bachelor of Science, BWL/Management
Boston College 2009 — 2009
Business Administration
HgCapital June 2014 - August 2014
J.P. Morgan September 2012 - August 2013
J.P. Morgan August 2010 - August 2012
J.P. Morgan June 2009 - August 2009
Monitor Group May 2009 - June 2009
adidas June 2008 - August 2008
Handelshof Management GmbH June 2007 - August 2007
Skills
Mergers & Acquisitions
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2007 — 2010
Bachelor of Science, BWL/Management
Boston College 2009 — 2009
Business Administration
Helen Robichaud Helen Robichaud's J.P. Morgan Experience 1994 - 2010
Job Managing Director and Senior Counsel at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2010 - Present
J.P. Morgan 1994 - 2010
Allmerica Financial Services 1993 - 1994
Palmer & Dodge LLP 1991 - 1993
Gaston & Snow 1987 - 1991
Skills
Securities, Due Diligence, Mergers & Acquisitions, Financial Services, Hedge Funds, Mutual Funds, Legal Writing, FINRA, Investments, Anti Money Laundering
Education
University of Southern California
Juris Doctor (J.D.)
University of Southern California
Master's Degree, (M.S.)
Boston College
Bachelor's Degree, (B.A.), Psychology
BNY Mellon 2010 - Present
J.P. Morgan 1994 - 2010
Allmerica Financial Services 1993 - 1994
Palmer & Dodge LLP 1991 - 1993
Gaston & Snow 1987 - 1991
Skills
Securities, Due Diligence, Mergers & Acquisitions, Financial Services, Hedge Funds, Mutual Funds, Legal Writing, FINRA, Investments, Anti Money Laundering
Education
University of Southern California
Juris Doctor (J.D.)
University of Southern California
Master's Degree, (M.S.)
Boston College
Bachelor's Degree, (B.A.), Psychology
Cal C. Greene III's J.P. Morgan Experience November 2013 - July 2015
Job AVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
J.P. Morgan November 2013 - July 2015
J.P. Morgan June 2012 - October 2013
Boston College October 2009 - May 2012
CB Richard Ellis May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Tall Pines Day Camp May 2005 - August 2009
Education
Boston College 2008 — 2012
Bachelors of Science, Finance & Bachelors of Arts, History
Salesianum School 2004 — 2008
High School Diploma
Bank of America Merrill Lynch August 2015 - Present
J.P. Morgan November 2013 - July 2015
J.P. Morgan June 2012 - October 2013
Boston College October 2009 - May 2012
CB Richard Ellis May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Tall Pines Day Camp May 2005 - August 2009
Education
Boston College 2008 — 2012
Bachelors of Science, Finance & Bachelors of Arts, History
Salesianum School 2004 — 2008
High School Diploma
Jenna Grippo's J.P. Morgan Experience July 2014 - Present
Job Financial Institutions Group at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
J.P. Morgan Winning Women November 2012 - November 2012
Viacom June 2012 - August 2012
UBS Unlock Your Potential Workshop June 2012 - June 2012
Education
Boston College 2010 — 2014
Bachelor of Arts
Harrison High School 2006 — 2010
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
J.P. Morgan Winning Women November 2012 - November 2012
Viacom June 2012 - August 2012
UBS Unlock Your Potential Workshop June 2012 - June 2012
Education
Boston College 2010 — 2014
Bachelor of Arts
Harrison High School 2006 — 2010
Alberto Sanchis's J.P. Morgan Experience February 2014 - Present
Job Sales Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
BS, Finance
J.P. Morgan February 2014 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management
BS, Finance
Kyle Egan's J.P. Morgan Experience June 2015 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Northstar Wealth Partners November 2013 - January 2014
Carroll School of Management Marketing Department September 2012 - May 2013
Essex Financial Services December 2012 - January 2013
Old Lyme Country Club May 2012 - August 2012
Skills
Leadership, Research, PowerPoint, Time Management, Accounting, Commitment to Quality, Microsoft Excel, Portfolio Management, Financial Analysis, Mutual Funds, Outstanding time..., Finance, Data Analysis, Proficient in Microsoft..., Series 63, Series 79
Education
Boston College 2011 — 2015
Bachelor’s Degree, Finance and Marketing, 3.7 GPA; Cum Laude
University of Otago 2013 — 2013
Bachelor of Commerce Program, Business/Commerce, General
Daniel Hand High School 2007 — 2011
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Northstar Wealth Partners November 2013 - January 2014
Carroll School of Management Marketing Department September 2012 - May 2013
Essex Financial Services December 2012 - January 2013
Old Lyme Country Club May 2012 - August 2012
Skills
Leadership, Research, PowerPoint, Time Management, Accounting, Commitment to Quality, Microsoft Excel, Portfolio Management, Financial Analysis, Mutual Funds, Outstanding time..., Finance, Data Analysis, Proficient in Microsoft..., Series 63, Series 79
Education
Boston College 2011 — 2015
Bachelor’s Degree, Finance and Marketing, 3.7 GPA; Cum Laude
University of Otago 2013 — 2013
Bachelor of Commerce Program, Business/Commerce, General
Daniel Hand High School 2007 — 2011
Kate Casey's J.P. Morgan Experience September 2015 - Present
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan September 2015 - Present
Boston College Carroll School of Management July 2014 - Present
J.P. Morgan May 2015 - August 2015
Education
Boston College 2012 — 2016
Bachelor of Science (B.S.), Finance and Corporate Reporting
Clark High School
J.P. Morgan September 2015 - Present
Boston College Carroll School of Management July 2014 - Present
J.P. Morgan May 2015 - August 2015
Education
Boston College 2012 — 2016
Bachelor of Science (B.S.), Finance and Corporate Reporting
Clark High School
Sayoko Kumamaru's J.P. Morgan Experience June 2011 - August 2011
Job Associate Equity Research Sales at Mizuho Securities USA Inc.
Industry Banking
Experience
Mizuho Securities USA Inc. January 2015 - Present
Bloomberg LP September 2012 - December 2014
J.P. Morgan June 2011 - August 2011
Bloomberg July 2010 - August 2010
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Phillips Academy Andover
Mizuho Securities USA Inc. January 2015 - Present
Bloomberg LP September 2012 - December 2014
J.P. Morgan June 2011 - August 2011
Bloomberg July 2010 - August 2010
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Phillips Academy Andover
Hank Kurtzman Hank Kurtzman's J.P. Morgan Experience September 2007 - February 2015
Job Client Operations Analyst Assistant Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management February 2015 - Present
J.P. Morgan September 2007 - February 2015
Investors Bank & Trust July 2001 - September 2007
Skills
Mutual Funds, Asset Management, Securities, Equities, Client Service, Investments, Valuation, Bloomberg, Fixed Income, Compliance Audits, SAS70, External Audit, Writing, Presentations, Investment Management, MBA, Team Leadership, Supervisory Experience, Derivatives, Communication Skills, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Global Management
Vanderbilt University 1997 — 2001
BA, English
Wellington Management February 2015 - Present
J.P. Morgan September 2007 - February 2015
Investors Bank & Trust July 2001 - September 2007
Skills
Mutual Funds, Asset Management, Securities, Equities, Client Service, Investments, Valuation, Bloomberg, Fixed Income, Compliance Audits, SAS70, External Audit, Writing, Presentations, Investment Management, MBA, Team Leadership, Supervisory Experience, Derivatives, Communication Skills, Alternative Investments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Global Management
Vanderbilt University 1997 — 2001
BA, English
Kimberly Lauber Kimberly Lauber's J.P. Morgan Experience December 2014 - Present
Job
Industry Banking
Experience
J.P. Morgan December 2014 - Present
J.P. Morgan July 2012 - November 2014
John Hancock Mutual Funds, LLC. August 2011 - December 2011
John Hancock Mutual Funds, LLC. March 2011 - December 2011
Crittenton Women's Union September 2009 - August 2010
Swirl Integrated Marketing May 2009 - July 2009
Skills
CreateOne, Lotus Notes, Microsoft Office, CustomPoint, Adobe Acrobat, Adobe Bridge, Public Speaking, Client Communication, Presentation Development, Microsoft Outlook, Mac OS X, Windows, Organizational..., Project Coordination, Volunteer Coordination, Marketing Communications, Corporate Communications, Product Marketing, Outlook, Volunteer Management, Marketing, OS X, Microsoft Excel, Social Media
Education
Boston College 2008 — 2012
B.A, Political Science, Communications
Freie Universität Berlin 2010 — 2010
International Studies, EU Law and German Language, Study Abroad Program
Notre Dame High School 2004 — 2008
High School, High School General Education with APs and Honors Courses
San Francisco Conservatory of Music 1995 — 2008
High School, Classical Piano; Classical Voice, Preparatory
J.P. Morgan December 2014 - Present
J.P. Morgan July 2012 - November 2014
John Hancock Mutual Funds, LLC. August 2011 - December 2011
John Hancock Mutual Funds, LLC. March 2011 - December 2011
Crittenton Women's Union September 2009 - August 2010
Swirl Integrated Marketing May 2009 - July 2009
Skills
CreateOne, Lotus Notes, Microsoft Office, CustomPoint, Adobe Acrobat, Adobe Bridge, Public Speaking, Client Communication, Presentation Development, Microsoft Outlook, Mac OS X, Windows, Organizational..., Project Coordination, Volunteer Coordination, Marketing Communications, Corporate Communications, Product Marketing, Outlook, Volunteer Management, Marketing, OS X, Microsoft Excel, Social Media
Education
Boston College 2008 — 2012
B.A, Political Science, Communications
Freie Universität Berlin 2010 — 2010
International Studies, EU Law and German Language, Study Abroad Program
Notre Dame High School 2004 — 2008
High School, High School General Education with APs and Honors Courses
San Francisco Conservatory of Music 1995 — 2008
High School, Classical Piano; Classical Voice, Preparatory
Brendan Scollans's J.P. Morgan Experience 1998 - 2000
Job Partner at Avista Capital Partners
Industry Investment Management
Experience
Avista Capital Partners 2005 - Present
Telular Corporation 2013 - Present
DataBank 2011 - Present
WOW! Internet, Cable & Phone 2006 - Present
InvestorPlace Media 2007 - Present
IWCO Direct 2007 - Present
DLJ Merchant Banking Partners 2003 - 2005
J.P. Morgan 1998 - 2000
JP Morgan 1995 - 1998
Education
Harvard Business School 2000 — 2002
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
BS, Finance
Avista Capital Partners 2005 - Present
Telular Corporation 2013 - Present
DataBank 2011 - Present
WOW! Internet, Cable & Phone 2006 - Present
InvestorPlace Media 2007 - Present
IWCO Direct 2007 - Present
DLJ Merchant Banking Partners 2003 - 2005
J.P. Morgan 1998 - 2000
JP Morgan 1995 - 1998
Education
Harvard Business School 2000 — 2002
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
BS, Finance
Charles Reach's J.P. Morgan Experience March 2015 - Present
Job Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan March 2015 - Present
Putnam Equities, LLC August 2014 - March 2015
Grant McCarthy Group, LLC May 2013 - September 2013
Skills
Stata Data Analysis and..., Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Research, Data Analysis, SPSS, Teamwork
Education
Boston College 2010 — 2014
Bachelor's degree, Economics
Staples High School 2006 — 2010
J.P. Morgan March 2015 - Present
Putnam Equities, LLC August 2014 - March 2015
Grant McCarthy Group, LLC May 2013 - September 2013
Skills
Stata Data Analysis and..., Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Research, Data Analysis, SPSS, Teamwork
Education
Boston College 2010 — 2014
Bachelor's degree, Economics
Staples High School 2006 — 2010
Robert Brennan's J.P. Morgan Experience September 2013 - August 2014
Job Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
J.P. Morgan September 2013 - August 2014
J.P. Morgan June 2012 - August 2012
Kilngman & Associates, LLC June 2011 - August 2011
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History, Philosophy minor, 3.6
Horace Greeley H.S.
Deutsche Bank September 2014 - Present
J.P. Morgan September 2013 - August 2014
J.P. Morgan June 2012 - August 2012
Kilngman & Associates, LLC June 2011 - August 2011
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History, Philosophy minor, 3.6
Horace Greeley H.S.
Derek Ramsey's J.P. Morgan Experience April 2012 - November 2014
Job Operations Analyst at NY Hedge Fund
Industry Financial Services
Experience
J.P. Morgan April 2012 - November 2014
J.P. Morgan August 2011 - March 2012
J.P. Morgan July 2009 - July 2011
Education
Boston College 2005 — 2009
Bachelor of Science (BS), Finance, Accounting
J.P. Morgan April 2012 - November 2014
J.P. Morgan August 2011 - March 2012
J.P. Morgan July 2009 - July 2011
Education
Boston College 2005 — 2009
Bachelor of Science (BS), Finance, Accounting
Michael Winter's J.P. Morgan Experience June 2009 - June 2011
Job Analyst at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. July 2014 - Present
Energy Capital Partners July 2011 - June 2014
J.P. Morgan June 2009 - June 2011
Skills
Financial Modeling, Private Equity, Valuation, Corporate Development, LBO, Due Diligence, Investment Banking, Corporate Finance, M&A experience, Equities, Alternative Investments, Venture Capital, Capital Markets, Leveraged Finance
Education
Boston College 2005 — 2009
Finance/Accounting
Kent Denver
Carlson Capital, L.P. July 2014 - Present
Energy Capital Partners July 2011 - June 2014
J.P. Morgan June 2009 - June 2011
Skills
Financial Modeling, Private Equity, Valuation, Corporate Development, LBO, Due Diligence, Investment Banking, Corporate Finance, M&A experience, Equities, Alternative Investments, Venture Capital, Capital Markets, Leveraged Finance
Education
Boston College 2005 — 2009
Finance/Accounting
Kent Denver
Daniel Ribenboim Simon's J.P. Morgan Experience January 2014 - Present
Job Latin American Illiquid Credit Financing at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
Gavea Investimentos January 2013 - December 2013
Gavea Investimentos January 2011 - December 2012
Highbridge Principal Strategies 2007 - 2010
SPG Partners January 2006 - July 2007
Citigroup 2004 - 2006
Skills
Private Equity, Venture Capital, Real Estate, Management, Credit, Latin America, Valuation, Emerging Markets, Equities, Asset Managment, Investments, Portfolio Management, Fixed Income
Education
Boston College 2000 — 2004
BS, Finance and Accounting
Ransom Everglades 1996 — 2000
J.P. Morgan January 2014 - Present
Gavea Investimentos January 2013 - December 2013
Gavea Investimentos January 2011 - December 2012
Highbridge Principal Strategies 2007 - 2010
SPG Partners January 2006 - July 2007
Citigroup 2004 - 2006
Skills
Private Equity, Venture Capital, Real Estate, Management, Credit, Latin America, Valuation, Emerging Markets, Equities, Asset Managment, Investments, Portfolio Management, Fixed Income
Education
Boston College 2000 — 2004
BS, Finance and Accounting
Ransom Everglades 1996 — 2000
Michael McDonough's J.P. Morgan Experience June 2011 - February 2013
Job Managing Director, Global Head of Corporate Trade and Supply Chain Product
Industry Banking
Experience
JPMorgan Chase November 2013 - Present
J.P. Morgan June 2011 - February 2013
JP Morgan Chase June 2010 - June 2011
Royal Bank of Scotland November 2007 - June 2010
ABN Amro June 2005 - December 2007
LaSalle Bank/ ABN Amro November 2000 - June 2005
Friedman, Billings & Ramsey August 1998 - August 2000
Skills
Trade Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
MBA
Boston College 1990 — 1994
BS, Finance
St. Louis University High 1986 — 1990
JPMorgan Chase November 2013 - Present
J.P. Morgan June 2011 - February 2013
JP Morgan Chase June 2010 - June 2011
Royal Bank of Scotland November 2007 - June 2010
ABN Amro June 2005 - December 2007
LaSalle Bank/ ABN Amro November 2000 - June 2005
Friedman, Billings & Ramsey August 1998 - August 2000
Skills
Trade Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
MBA
Boston College 1990 — 1994
BS, Finance
St. Louis University High 1986 — 1990
Catherine Bradley's J.P. Morgan Experience September 2014 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan June 2011 - September 2014
J.P. Morgan August 2010 - May 2011
J.P. Morgan August 2009 - July 2010
Education
Boston College 2005 — 2009
BS, Finance, Accounting
J.P. Morgan September 2014 - Present
J.P. Morgan June 2011 - September 2014
J.P. Morgan August 2010 - May 2011
J.P. Morgan August 2009 - July 2010
Education
Boston College 2005 — 2009
BS, Finance, Accounting
Charles Stuckey's J.P. Morgan Experience 2003 - 2005
Job Managing Director at Mizuho Capital Markets Corporation
Industry Investment Banking
Experience
Mizuho Capital Markets Corp. April 2015 - Present
RBS Markets & International Banking July 2005 - Present
J.P. Morgan 2003 - 2005
Skills
Capital Markets, Derivatives, FX Options, Fixed Income, Investment Banking, Management, Rates
Education
Boston College - Carroll School of Management 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Boston College - Carroll School of Management 1999 — 2003
Bachelor of Science (B.S.), Operations & Technology Management
Mizuho Capital Markets Corp. April 2015 - Present
RBS Markets & International Banking July 2005 - Present
J.P. Morgan 2003 - 2005
Skills
Capital Markets, Derivatives, FX Options, Fixed Income, Investment Banking, Management, Rates
Education
Boston College - Carroll School of Management 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Boston College - Carroll School of Management 1999 — 2003
Bachelor of Science (B.S.), Operations & Technology Management
Thomas (TJ) Long's J.P. Morgan Experience June 2014 - Present
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
RBS Markets & International Banking October 2012 - December 2012
UBS Financial Services, Inc. January 2012 - August 2012
The Long Group May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Valuation, Marketing, Bloomberg Terminal, Corporate Finance, Market Research, Leveraged Finance, Financial Statement..., Corporate Branding, Credit Analysis, Segmentation, SPSS, Investment Banking
Education
Boston College 2010 — 2014
Bachelor’s Degree, Carroll School of Management - Concentrations in Finance & Marketing
Bishop Guertin High School 2006 — 2010
Diploma
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
RBS Markets & International Banking October 2012 - December 2012
UBS Financial Services, Inc. January 2012 - August 2012
The Long Group May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Finance, Investments, Valuation, Marketing, Bloomberg Terminal, Corporate Finance, Market Research, Leveraged Finance, Financial Statement..., Corporate Branding, Credit Analysis, Segmentation, SPSS, Investment Banking
Education
Boston College 2010 — 2014
Bachelor’s Degree, Carroll School of Management - Concentrations in Finance & Marketing
Bishop Guertin High School 2006 — 2010
Diploma
Daniela Ross's J.P. Morgan Experience March 2014 - Present
Job FInance Control Officer at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
J.P. Morgan March 2014 - Present
J.P. Morgan September 2011 - Present
J.P. Morgan August 2008 - September 2011
J.P. Morgan June 2007 - September 2007
Skills
Fixed Income, Derivatives, Financial Analysis, Emerging Markets, Structured Products, Trading, Options, Bonds, Risk Management, Trading Systems, Finance, FX Options
Education
Boston College 2004 — 2008
Bachelor's degree, Finance, General
JPMorgan Chase & Co. August 2015 - Present
J.P. Morgan March 2014 - Present
J.P. Morgan September 2011 - Present
J.P. Morgan August 2008 - September 2011
J.P. Morgan June 2007 - September 2007
Skills
Fixed Income, Derivatives, Financial Analysis, Emerging Markets, Structured Products, Trading, Options, Bonds, Risk Management, Trading Systems, Finance, FX Options
Education
Boston College 2004 — 2008
Bachelor's degree, Finance, General
David Allan-Matheson, BS, MSIR, PMP, MAJ David Allan-Matheson, BS, MSIR, PMP, MAJ's J.P. Morgan Experience November 2014 - Present
Job Fund Accounting Project Manager, CIB Investor Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
John Hancock Financial Services January 2014 - October 2014
US ARMY FORCES COMMAND HEADQUARTERS (FORSCOM) November 2011 - July 2013
WARRIOR TRANSITION BATTALION-EUROPE July 2009 - November 2010
WARRIOR TRANSITION BATTALION-EUROPE January 2009 - June 2009
HEADQUARTERS, 2ND STRYKER CAVALRY REGIMENT (2SCR) September 2008 - January 2009
FIRES SQUADRON, 2ND STRYKER CAVALRY REGIMENT (FS/2SCR) January 2006 - August 2008
1-15 FIELD ARTILLERY BATTALION/2-9 INFANTRY REGIMENT January 2005 - December 2005
Skills
Leadership, Military Operations, Training, Management, Army, National Security, Counterinsurgency, Army Force Management..., Computer Network..., Joint Operational..., Red Team Leader Course..., Military Intelligence..., Defense Strategy Course..., Project Management, Project Planning, Project Coordination, Personnel Management, Logistics Management, Military Logistics, Data Management, Database Administration, Cross-functional Team..., Management of..., Budget Monitoring, Operations Management, Strategic Communications, Communications..., Senior Stakeholder..., Presenting to Senior..., Senior Management..., Systems Engineering, Leading Diverse Teams, Leading Organizational..., Leading..., Military, Operational Planning, Security, Strategy, Change Management, Security Clearance
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
George Mason University 2013 — 2013
Project Management Certificate Program
Troy University 2006 — 2009
MSIR, International Relations/National Security Policy
United States Military Academy at West Point 2000 — 2004
BS, American Legal Systems/Systems Engineering
Brooklyn Technical High School 1996 — 2000
Regents High School Diploma, Technology and Liberal Arts
Georgetown University
MPP, Masters of Public Policy
J.P. Morgan November 2014 - Present
John Hancock Financial Services January 2014 - October 2014
US ARMY FORCES COMMAND HEADQUARTERS (FORSCOM) November 2011 - July 2013
WARRIOR TRANSITION BATTALION-EUROPE July 2009 - November 2010
WARRIOR TRANSITION BATTALION-EUROPE January 2009 - June 2009
HEADQUARTERS, 2ND STRYKER CAVALRY REGIMENT (2SCR) September 2008 - January 2009
FIRES SQUADRON, 2ND STRYKER CAVALRY REGIMENT (FS/2SCR) January 2006 - August 2008
1-15 FIELD ARTILLERY BATTALION/2-9 INFANTRY REGIMENT January 2005 - December 2005
Skills
Leadership, Military Operations, Training, Management, Army, National Security, Counterinsurgency, Army Force Management..., Computer Network..., Joint Operational..., Red Team Leader Course..., Military Intelligence..., Defense Strategy Course..., Project Management, Project Planning, Project Coordination, Personnel Management, Logistics Management, Military Logistics, Data Management, Database Administration, Cross-functional Team..., Management of..., Budget Monitoring, Operations Management, Strategic Communications, Communications..., Senior Stakeholder..., Presenting to Senior..., Senior Management..., Systems Engineering, Leading Diverse Teams, Leading Organizational..., Leading..., Military, Operational Planning, Security, Strategy, Change Management, Security Clearance
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
George Mason University 2013 — 2013
Project Management Certificate Program
Troy University 2006 — 2009
MSIR, International Relations/National Security Policy
United States Military Academy at West Point 2000 — 2004
BS, American Legal Systems/Systems Engineering
Brooklyn Technical High School 1996 — 2000
Regents High School Diploma, Technology and Liberal Arts
Georgetown University
MPP, Masters of Public Policy
Timothy Cooney's J.P. Morgan Experience December 2012 - August 2014
Job Managing Director SunTrust Bank
Industry Investment Management
Experience
J.P. Morgan December 2012 - August 2014
LS Investment Advisors March 2005 - January 2013
Bessemer Trust March 1999 - March 2001
The White House February 1996 - March 1999
Skills
Investments, Asset Management, Equities, Venture Capital, Asset Managment, Private Equity, Securities
Education
Boston College
Bachelor of Arts (B.A.), magna cum laude
University of Cambridge
Master's Degree, Law, Economic Crime Prevention
The Catholic University of America, Columbus School of Law
Juris Doctor, Law, American Jurisprudence Award -Highest Score-Constitutional Law
J.P. Morgan December 2012 - August 2014
LS Investment Advisors March 2005 - January 2013
Bessemer Trust March 1999 - March 2001
The White House February 1996 - March 1999
Skills
Investments, Asset Management, Equities, Venture Capital, Asset Managment, Private Equity, Securities
Education
Boston College
Bachelor of Arts (B.A.), magna cum laude
University of Cambridge
Master's Degree, Law, Economic Crime Prevention
The Catholic University of America, Columbus School of Law
Juris Doctor, Law, American Jurisprudence Award -Highest Score-Constitutional Law
James Baker, CFA's J.P. Morgan Experience July 2013 - Present
Job Investor Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - June 2013
Moors & Cabot March 2009 - August 2009
Russell Reynolds Associates October 2008 - December 2008
State Street June 2008 - August 2008
Education
Boston College 2006 — 2010
BS, Finance, Management and Leadership
Marblehead High 2002 — 2006
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - June 2013
Moors & Cabot March 2009 - August 2009
Russell Reynolds Associates October 2008 - December 2008
State Street June 2008 - August 2008
Education
Boston College 2006 — 2010
BS, Finance, Management and Leadership
Marblehead High 2002 — 2006
Christine McLean Garofalo's J.P. Morgan Experience October 2013 - June 2014
Job Corporate Access Consutlant at Bank of America Merrill Lynch
Industry Events Services
Experience
Bank of America Merrill Lynch October 2014 - May 2015
J.P. Morgan October 2013 - June 2014
J.P. Morgan June 2013 - September 2013
Northland Securities February 2013 - June 2013
Needham & Company February 1999 - September 2004
ValuExpress, LLC December 1997 - November 1998
Schroders October 1996 - November 1997
Meditrust, Inc. December 1994 - September 1996
Skills
Marketing, Leadership, Events, Roadshows, Non-deal roadshows, Client Relations, Researching Event Sites, analyst marketing, one-on-one meetings, Contract Negotiations, Budgeting, Managing Vendors, Scheduling Presenters, Integrating Web-based..., Hotel Layout, On-site execution, Management of Staff, Post-event Analysis, Logistical Coordinator, Implementing Marketing..., Advertising Contracts, Ability to problem..., Design Advertisements, Powerpoint presentations, Excellent Mac/PC..., Held series 7 & Series..., Trade show represention, Marketing Mailings, Deal well in high..., Even-tempered
Education
Boston College 1990 — 1994
Bachelor of Arts (BA), Communications
Newton Country Day School of the Sacred Heart 1984 — 1990
High School Diploma
Bank of America Merrill Lynch October 2014 - May 2015
J.P. Morgan October 2013 - June 2014
J.P. Morgan June 2013 - September 2013
Northland Securities February 2013 - June 2013
Needham & Company February 1999 - September 2004
ValuExpress, LLC December 1997 - November 1998
Schroders October 1996 - November 1997
Meditrust, Inc. December 1994 - September 1996
Skills
Marketing, Leadership, Events, Roadshows, Non-deal roadshows, Client Relations, Researching Event Sites, analyst marketing, one-on-one meetings, Contract Negotiations, Budgeting, Managing Vendors, Scheduling Presenters, Integrating Web-based..., Hotel Layout, On-site execution, Management of Staff, Post-event Analysis, Logistical Coordinator, Implementing Marketing..., Advertising Contracts, Ability to problem..., Design Advertisements, Powerpoint presentations, Excellent Mac/PC..., Held series 7 & Series..., Trade show represention, Marketing Mailings, Deal well in high..., Even-tempered
Education
Boston College 1990 — 1994
Bachelor of Arts (BA), Communications
Newton Country Day School of the Sacred Heart 1984 — 1990
High School Diploma
Kimberly Hirsch's J.P. Morgan Experience February 2012 - Present
Job Vice President, Global Sponsorships & Tickets at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2012 - Present
Credit Suisse June 2010 - February 2012
EF Education September 2007 - June 2010
Skills
Event Planning, Social Media, Social Networking, Marketing Communications
Education
Boston College 2003 — 2007
BA, International Studies and Communications
New Trier High School
J.P. Morgan February 2012 - Present
Credit Suisse June 2010 - February 2012
EF Education September 2007 - June 2010
Skills
Event Planning, Social Media, Social Networking, Marketing Communications
Education
Boston College 2003 — 2007
BA, International Studies and Communications
New Trier High School
Gregory McGee's J.P. Morgan Experience November 2013 - Present
Job Client Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2013 - Present
Minutes for Memories Foundation June 2011 - Present
Brown Brothers Harriman June 2011 - November 2013
African Community Education June 2009 - September 2010
Skills
Microsoft Office, Spanish, Fundraising, Bloomberg Terminal, QuickBooks, Research, Organizational..., Non-profit Program..., Financial Modeling, Financial Analysis, Accounting, Data Analysis
Education
Boston College 2007 — 2011
Bachelor of Arts, Political Science, Hispanic Studies
Saint Louis University Madrid Campus
Spring 2010 Semester Abroad, Political Science, Spanish
J.P. Morgan November 2013 - Present
Minutes for Memories Foundation June 2011 - Present
Brown Brothers Harriman June 2011 - November 2013
African Community Education June 2009 - September 2010
Skills
Microsoft Office, Spanish, Fundraising, Bloomberg Terminal, QuickBooks, Research, Organizational..., Non-profit Program..., Financial Modeling, Financial Analysis, Accounting, Data Analysis
Education
Boston College 2007 — 2011
Bachelor of Arts, Political Science, Hispanic Studies
Saint Louis University Madrid Campus
Spring 2010 Semester Abroad, Political Science, Spanish
Sandra Martin Chocano Sandra Martin Chocano's J.P. Morgan Experience June 2014 - August 2014
Job Incoming Analyst at J.P. Morgan Asset Management
Industry International Trade and Development
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan June 2014 - August 2014
ELEQT Limited June 2013 - August 2013
Iberian Focus, S.L. June 2012 - July 2012
Skills
Bilingual-English/Spanis..., Online Marketing, Export-Import, International Business, Microsoft Office, Sales, International Sales, Team Leadership, Creativity, Time Management, Research, Community Outreach, Networking, Entrepreneurship, Strategy, Business Development
Education
Boston College 2011 — 2015
Bachelor's degree
London School of Economics and Political Science 2011 — 2011
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan June 2014 - August 2014
ELEQT Limited June 2013 - August 2013
Iberian Focus, S.L. June 2012 - July 2012
Skills
Bilingual-English/Spanis..., Online Marketing, Export-Import, International Business, Microsoft Office, Sales, International Sales, Team Leadership, Creativity, Time Management, Research, Community Outreach, Networking, Entrepreneurship, Strategy, Business Development
Education
Boston College 2011 — 2015
Bachelor's degree
London School of Economics and Political Science 2011 — 2011
James P. Maguire's J.P. Morgan Experience July 2011 - November 2014
Job Experienced Associate at PwC Advisory
Industry Financial Services
Experience
PwC November 2014 - Present
J.P. Morgan July 2011 - November 2014
Raytheon May 2010 - August 2010
Merrill Lynch May 2008 - August 2009
Skills
Microsoft Office, Customer Service, Research, Strategic Planning, Strategy, Management Consulting, Project Management, Financial Modeling, IT Strategy, Change Management, Business Analysis
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science (BS), Accounting and Leadership Management
PwC November 2014 - Present
J.P. Morgan July 2011 - November 2014
Raytheon May 2010 - August 2010
Merrill Lynch May 2008 - August 2009
Skills
Microsoft Office, Customer Service, Research, Strategic Planning, Strategy, Management Consulting, Project Management, Financial Modeling, IT Strategy, Change Management, Business Analysis
Education
Boston College - Carroll School of Management 2007 — 2011
Bachelor of Science (BS), Accounting and Leadership Management
Catherine McCool's J.P. Morgan Experience July 2012 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan July 2009 - July 2012
J.P. Morgan May 2008 - August 2008
Barclays Wealth February 2008 - May 2008
Morgan Stanley May 2007 - August 2007
Skills
Private Banking, Asset Management, Series 7, Series 63
Education
Boston College 2005 — 2009
B.S., Finance, Marketing
New Canaan High School 2001 — 2005
J.P. Morgan July 2012 - Present
J.P. Morgan July 2009 - July 2012
J.P. Morgan May 2008 - August 2008
Barclays Wealth February 2008 - May 2008
Morgan Stanley May 2007 - August 2007
Skills
Private Banking, Asset Management, Series 7, Series 63
Education
Boston College 2005 — 2009
B.S., Finance, Marketing
New Canaan High School 2001 — 2005
Madolyn Cassidy Phillips's J.P. Morgan Experience 1992 - 1996
Job Deputy Chief Banking Officer Export Finance Group at ExportImport Bank of the United States
Industry International Trade and Development
Experience
Export-Import Bank of the United States May 2015 - Present
US Small Business Administration 2010 - 2015
Millennium Challenge Corporation 2005 - 2010
Export-Import Bank of the United States 2000 - 2005
The Wells Fargo HSBC Trade Bank 1999 - 2000
J.P. Morgan 1992 - 1996
Bankers Trust Company 1987 - 1992
Skills
International Project..., Corporate Communications, Strategic Business..., Public Speaking, Organizational..., Credit Analysis, Marketing Communications, Business Development, General Management, Strategic Planning, International Relations, Government, Leadership, Finance, Program Management, Risk Management, Policy
Education
Thunderbird, The American Graduate School of International Management 1996 — 1998
MBA, Finance, Latin American Regional Studies
Boston College 1979 — 1983
BA, Cum Laude, English Literature
The Madeira School 1975 — 1979
High School
Export-Import Bank of the United States May 2015 - Present
US Small Business Administration 2010 - 2015
Millennium Challenge Corporation 2005 - 2010
Export-Import Bank of the United States 2000 - 2005
The Wells Fargo HSBC Trade Bank 1999 - 2000
J.P. Morgan 1992 - 1996
Bankers Trust Company 1987 - 1992
Skills
International Project..., Corporate Communications, Strategic Business..., Public Speaking, Organizational..., Credit Analysis, Marketing Communications, Business Development, General Management, Strategic Planning, International Relations, Government, Leadership, Finance, Program Management, Risk Management, Policy
Education
Thunderbird, The American Graduate School of International Management 1996 — 1998
MBA, Finance, Latin American Regional Studies
Boston College 1979 — 1983
BA, Cum Laude, English Literature
The Madeira School 1975 — 1979
High School
Michael Mulhall Michael Mulhall's J.P. Morgan Experience April 2010 - May 2014
Job MPA/MBA Candidate at the Harvard Kennedy School and MIT Sloan School of Management
Industry Public Policy
Experience
National Park Service June 2015 - August 2015
J.P. Morgan April 2010 - May 2014
Federal Reserve Board July 2008 - April 2010
Education
Harvard University, John F. Kennedy School of Government 2014 — 2017
Master's Degree, Public Administration
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Arts (BA), Economics
National Park Service June 2015 - August 2015
J.P. Morgan April 2010 - May 2014
Federal Reserve Board July 2008 - April 2010
Education
Harvard University, John F. Kennedy School of Government 2014 — 2017
Master's Degree, Public Administration
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Arts (BA), Economics
Daniel Larsen, CFA Daniel Larsen, CFA's J.P. Morgan Experience August 2011 - May 2015
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
J.P. Morgan August 2011 - May 2015
Morgan Stanley Private Wealth Management January 2008 - August 2011
Boston Research and Management June 2003 - January 2008
Boston Research and Management June 2002 - June 2003
Morgan, Lewis & Bockius September 1998 - July 2000
Skills
Valuation, Financial Modeling, Investment Management, Equities, Portfolio Management, Private Equity, Alternative Investments, Corporate Finance, Asset Managment, Asset Allocation, Fixed Income, Investments, Bloomberg, Trading, Financial Analysis, Management, Strategic Partnerships, Capital Markets, Finance, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Colgate University 1994 — 1998
BA, Philosophy
Maret
UBS Wealth Management May 2015 - Present
J.P. Morgan August 2011 - May 2015
Morgan Stanley Private Wealth Management January 2008 - August 2011
Boston Research and Management June 2003 - January 2008
Boston Research and Management June 2002 - June 2003
Morgan, Lewis & Bockius September 1998 - July 2000
Skills
Valuation, Financial Modeling, Investment Management, Equities, Portfolio Management, Private Equity, Alternative Investments, Corporate Finance, Asset Managment, Asset Allocation, Fixed Income, Investments, Bloomberg, Trading, Financial Analysis, Management, Strategic Partnerships, Capital Markets, Finance, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Colgate University 1994 — 1998
BA, Philosophy
Maret
Elise Goodhue's J.P. Morgan Experience July 2014 - March 2015
Job Junior Associate at Highfields Capital
Industry Investment Management
Experience
Highfields Capital Management April 2015 - Present
J.P. Morgan July 2014 - March 2015
Clough Capital Partners, L.P. May 2013 - January 2014
Northwestern Mutual August 2013 - December 2013
Heritage Pool and Racquet Club May 2007 - September 2012
Heritage Pool and Racquet Club May 2007 - September 2012
Skills
Public Speaking, Public Relations, Volunteer Management, Social Media, Social Media Marketing, Microsoft Office, Tutoring, Event Management, Facebook, Outlook, Microsoft Word, Leadership, Teamwork, Microsoft Excel, Bloomberg, Community Outreach, Research, Event Planning, Data Analysis, Marketing, VPM, Eze Castle, Italian, Teaching, Fundraising
Education
Boston College 2011 — 2014
Bachelor's Degree, Political Science and Communications
Bucknell University 2010 — 2011
Political Science and Government
Concord-Carlisle High School 2006 — 2010
High School Diploma
Highfields Capital Management April 2015 - Present
J.P. Morgan July 2014 - March 2015
Clough Capital Partners, L.P. May 2013 - January 2014
Northwestern Mutual August 2013 - December 2013
Heritage Pool and Racquet Club May 2007 - September 2012
Heritage Pool and Racquet Club May 2007 - September 2012
Skills
Public Speaking, Public Relations, Volunteer Management, Social Media, Social Media Marketing, Microsoft Office, Tutoring, Event Management, Facebook, Outlook, Microsoft Word, Leadership, Teamwork, Microsoft Excel, Bloomberg, Community Outreach, Research, Event Planning, Data Analysis, Marketing, VPM, Eze Castle, Italian, Teaching, Fundraising
Education
Boston College 2011 — 2014
Bachelor's Degree, Political Science and Communications
Bucknell University 2010 — 2011
Political Science and Government
Concord-Carlisle High School 2006 — 2010
High School Diploma
Matthew Lindquist's J.P. Morgan Experience June 2015 - Present
Job Credit Research Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
DDJ Capital Management January 2014 - May 2014
SICA Wealth Management June 2013 - August 2013
Bloomberg LP May 2013 - May 2013
Bash Records April 2012 - May 2013
ProFixture USA/Ltd July 2012 - August 2012
One Up Tutoring 2009 - 2011
Skills
Research, Investments, Bloomberg Terminal, Public Speaking, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Fixed Income, Investment Management, Microsoft Office, Customer Service, E*TRADE Pro Platform, Fundamental Analysis, Finance, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2015
Bachelor of Science, Finance, General, GPA: 3.93
Gill St. Bernard's School 2007 — 2011
GPA: 4.0
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
DDJ Capital Management January 2014 - May 2014
SICA Wealth Management June 2013 - August 2013
Bloomberg LP May 2013 - May 2013
Bash Records April 2012 - May 2013
ProFixture USA/Ltd July 2012 - August 2012
One Up Tutoring 2009 - 2011
Skills
Research, Investments, Bloomberg Terminal, Public Speaking, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Fixed Income, Investment Management, Microsoft Office, Customer Service, E*TRADE Pro Platform, Fundamental Analysis, Finance, Bloomberg
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2015
Bachelor of Science, Finance, General, GPA: 3.93
Gill St. Bernard's School 2007 — 2011
GPA: 4.0
Kevin Cordella's J.P. Morgan Experience May 2014 - Present
Job Analyst, Debt Capital Markets at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
CIBC World Markets July 2012 - April 2014
CIBC World Markets June 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Corporate Finance, PowerPoint, Microsoft Office, Microsoft Word, Research
Education
Boston College - Carroll School of Management 2008 — 2012
Finance, International Studies for Management
J.P. Morgan May 2014 - Present
CIBC World Markets July 2012 - April 2014
CIBC World Markets June 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Corporate Finance, PowerPoint, Microsoft Office, Microsoft Word, Research
Education
Boston College - Carroll School of Management 2008 — 2012
Finance, International Studies for Management
Kristen Cantwell's J.P. Morgan Experience August 2013 - Present
Job Financial Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
J.P. Morgan July 2011 - August 2013
Goldman Sachs June 2008 - August 2010
Skills
Bloomberg, JJKennyweb, SharePoint, WINS, Newton, Enterprise Software, Trac, QuickBooks, Microsoft Excel, Microsoft Office, Equities, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Analysis, Mutual Funds, Process Improvement
Education
Boston College - Carroll School of Management
Bachelor of Science in Finance
West Morris Mendham High
J.P. Morgan August 2013 - Present
J.P. Morgan July 2011 - August 2013
Goldman Sachs June 2008 - August 2010
Skills
Bloomberg, JJKennyweb, SharePoint, WINS, Newton, Enterprise Software, Trac, QuickBooks, Microsoft Excel, Microsoft Office, Equities, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Analysis, Mutual Funds, Process Improvement
Education
Boston College - Carroll School of Management
Bachelor of Science in Finance
West Morris Mendham High
Alanna Poretta's J.P. Morgan Experience July 2014 - Present
Job Analyst at J.P. Morgan
Industry Marketing and Advertising
Experience
J.P. Morgan July 2014 - Present
Merganser Capital Management December 2013 - January 2014
Eaton Vance June 2013 - August 2013
LevelUp June 2012 - August 2012
Ipswich Country Club May 2011 - August 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Sales, PowerPoint, Facebook, Spanish, Social Networking, Outlook, Marketing, Social Media Marketing, Marketing Communications, Customer Service, Event Planning, Teamwork, Public Relations, Public Speaking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor's degree, Marketing and Management Leadership, 3.66
Pentucket High School 2006 — 2010
9-12
J.P. Morgan July 2014 - Present
Merganser Capital Management December 2013 - January 2014
Eaton Vance June 2013 - August 2013
LevelUp June 2012 - August 2012
Ipswich Country Club May 2011 - August 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Time Management, Sales, PowerPoint, Facebook, Spanish, Social Networking, Outlook, Marketing, Social Media Marketing, Marketing Communications, Customer Service, Event Planning, Teamwork, Public Relations, Public Speaking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelor's degree, Marketing and Management Leadership, 3.66
Pentucket High School 2006 — 2010
9-12
Catherine Lynch Catherine Lynch's J.P. Morgan Experience July 2013 - Present
Job FX and Commodity Sales at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - June 2013
UBS June 2009 - August 2009
Atlantic Trust September 2008 - December 2008
Skills
Private Banking, Investments, Portfolio Management, Financial Analysis, Microsoft Excel, PowerPoint, Pitch Books, Valuation, Financial Modeling, Bloomberg
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (B.S.), Finance
Bocconi University 2009 — 2009
Bachelor of Science (B.S.), Finance
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - June 2013
UBS June 2009 - August 2009
Atlantic Trust September 2008 - December 2008
Skills
Private Banking, Investments, Portfolio Management, Financial Analysis, Microsoft Excel, PowerPoint, Pitch Books, Valuation, Financial Modeling, Bloomberg
Education
Boston College - Carroll School of Management 2006 — 2010
Bachelor of Science (B.S.), Finance
Bocconi University 2009 — 2009
Bachelor of Science (B.S.), Finance
Kurt McCormick's J.P. Morgan Experience February 2008 - Present
Job Systems Architect at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2008 - Present
Education
Boston College 1994 — 1998
B.S., Computer Science
J.P. Morgan February 2008 - Present
Education
Boston College 1994 — 1998
B.S., Computer Science
Kailin Twomey's J.P. Morgan Experience June 2014 - August 2014
Job Student Boston College
Industry Financial Services
Experience
Boston College January 2012 - Present
J.P. Morgan June 2014 - August 2014
Rent The Runway January 2013 - January 2014
Mizuho Securities USA Inc. June 2013 - August 2013
Rockaway Fitness June 2012 - August 2013
National Park Service June 2010 - August 2012
Skills
Public Speaking, Research, PowerPoint, Microsoft Office, Microsoft Excel, Cpr Certified, Microsoft Word, Data Analysis, Teaching, Leadership, First Aid, SPSS, Nonprofits, Event Planning
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, Minor in Philosophy
John Cabot University 2013 — 2013
Poly Prep Country Day School 2004 — 2011
Boston College January 2012 - Present
J.P. Morgan June 2014 - August 2014
Rent The Runway January 2013 - January 2014
Mizuho Securities USA Inc. June 2013 - August 2013
Rockaway Fitness June 2012 - August 2013
National Park Service June 2010 - August 2012
Skills
Public Speaking, Research, PowerPoint, Microsoft Office, Microsoft Excel, Cpr Certified, Microsoft Word, Data Analysis, Teaching, Leadership, First Aid, SPSS, Nonprofits, Event Planning
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, Minor in Philosophy
John Cabot University 2013 — 2013
Poly Prep Country Day School 2004 — 2011
Molly McMahon Molly McMahon's J.P. Morgan Experience October 2014 - Present
Job Americas Control Officer at JP Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Citi September 2006 - October 2014
Hall Capital Partners LLC April 2004 - June 2006
Ascend Capital, LLC October 2002 - April 2004
Skills
Compliance, Series 7, Investment Banking, Operational Risk..., AML, Self-starter, Self Assessment, Self Management, Internal Controls, Operational Risk, Derivatives, Risk Management, Credit Risk, KYC, Treasury, Internal Audit, Auditing, Finance, Enterprise Risk..., Banking, Options, Trading, Securities, Asset Management, Hedge Funds, Financial Markets, Risk Assessment, Due Diligence, Financial Risk, FINRA, Mutual Funds, Fixed Income, Portfolio Management, Wealth Management
Education
The George Washington University 1992 — 1993
M.Ed., Secondary Education
Boston College 1987 — 1991
B.A., English & Philosophy
J.P. Morgan October 2014 - Present
Citi September 2006 - October 2014
Hall Capital Partners LLC April 2004 - June 2006
Ascend Capital, LLC October 2002 - April 2004
Skills
Compliance, Series 7, Investment Banking, Operational Risk..., AML, Self-starter, Self Assessment, Self Management, Internal Controls, Operational Risk, Derivatives, Risk Management, Credit Risk, KYC, Treasury, Internal Audit, Auditing, Finance, Enterprise Risk..., Banking, Options, Trading, Securities, Asset Management, Hedge Funds, Financial Markets, Risk Assessment, Due Diligence, Financial Risk, FINRA, Mutual Funds, Fixed Income, Portfolio Management, Wealth Management
Education
The George Washington University 1992 — 1993
M.Ed., Secondary Education
Boston College 1987 — 1991
B.A., English & Philosophy
Nicholas Chopey's J.P. Morgan Experience May 2014 - August 2014
Job Tax Consultant at True Partners Consulting
Industry Accounting
Experience
True Partners Consulting August 2015 - Present
True Partners Consulting June 2015 - July 2015
J.P. Morgan May 2014 - August 2014
Echo Lake Country Club June 2007 - August 2013
Skills
Accounting, Financial Accounting, Finance, Microsoft Office, Research
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Westfield High School 2007 — 2011
High School Diploma
True Partners Consulting August 2015 - Present
True Partners Consulting June 2015 - July 2015
J.P. Morgan May 2014 - August 2014
Echo Lake Country Club June 2007 - August 2013
Skills
Accounting, Financial Accounting, Finance, Microsoft Office, Research
Education
Boston College 2011 — 2015
Bachelor of Science (B.S.), Accounting and Finance
Westfield High School 2007 — 2011
High School Diploma
Sarah Ashmore's J.P. Morgan Experience July 2014 - July 2014
Job Student at Boston College
Industry
Experience
Cha Boutique 2012 - Present
J.P. Morgan July 2014 - July 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Social Media, Marketing, Marketing Strategy, Leadership, Market Research, Team Leadership, Time Management
Education
Boston College 2013 — 2017
Bachelor's degree, Economics, Sophomore
Whitfield School 2009 — 2013
High School Diploma
Cha Boutique 2012 - Present
J.P. Morgan July 2014 - July 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Social Media, Marketing, Marketing Strategy, Leadership, Market Research, Team Leadership, Time Management
Education
Boston College 2013 — 2017
Bachelor's degree, Economics, Sophomore
Whitfield School 2009 — 2013
High School Diploma
Jamie Obletz's J.P. Morgan Experience January 2013 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2013 - Present
JP Morgan July 2010 - January 2013
Credit Suisse July 2009 - July 2010
M&T Bank June 2003 - January 2008
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Private Equity, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Investments, Equities, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Columbia University in the City of New York 2007 — 2009
MBA, Business
Boston College 1999 — 2003
B.A., Economics
Park School of Buffalo
J.P. Morgan January 2013 - Present
JP Morgan July 2010 - January 2013
Credit Suisse July 2009 - July 2010
M&T Bank June 2003 - January 2008
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Private Equity, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Investments, Equities, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Columbia University in the City of New York 2007 — 2009
MBA, Business
Boston College 1999 — 2003
B.A., Economics
Park School of Buffalo
Darla Fanelli's J.P. Morgan Experience 2000 - 2001
Job Vice President, Business Unit Manager at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs 2012 - Present
Goldman Sachs 2010 - 2011
Goldman Sachs 2009 - 2010
Russell Stephens, LLC 2002 - 2008
J.P. Morgan 2000 - 2001
Skills
Management, Strategy, Recruiting, Customer Service, Sales, Leadership, Business Development, New Business Development, Account Management, Series 7, Series 9, Series 10, Series 66, Wealth Management, FINRA, Securities, Corporate Events, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
Goldman Sachs 2012 - Present
Goldman Sachs 2010 - 2011
Goldman Sachs 2009 - 2010
Russell Stephens, LLC 2002 - 2008
J.P. Morgan 2000 - 2001
Skills
Management, Strategy, Recruiting, Customer Service, Sales, Leadership, Business Development, New Business Development, Account Management, Series 7, Series 9, Series 10, Series 66, Wealth Management, FINRA, Securities, Corporate Events, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (M.B.A.)
Elizabeth Zaccherio, CFA's J.P. Morgan Experience August 2013 - Present
Job Private Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Royal Bank of Scotland July 2006 - June 2013
Skills
Foreign Exchange, Interest Rate..., Investment Banking, FX Options, Derivatives, Rates, Fixed Income
Education
Boston College 2002 — 2006
Bachelor of Science (B.S.), Finance, International Studies
Greenwich High School 1998 — 2002
J.P. Morgan August 2013 - Present
Royal Bank of Scotland July 2006 - June 2013
Skills
Foreign Exchange, Interest Rate..., Investment Banking, FX Options, Derivatives, Rates, Fixed Income
Education
Boston College 2002 — 2006
Bachelor of Science (B.S.), Finance, International Studies
Greenwich High School 1998 — 2002
Trevor Swanberg's J.P. Morgan Experience February 2011 - December 2011
Job Vice President Fund CCO Office at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2015 - Present
ICMA-RC December 2011 - January 2015
J.P. Morgan February 2011 - December 2011
JPMorgan September 2007 - February 2011
Investors Bank & Trust September 2002 - August 2007
Skills
Mutual Funds, Fund Administration, Bloomberg, Asset Managment, Investments, ETFs, Derivatives, Financial Services, Asset Management, Investment Management, Bonds, Asset Allocation, Portfolio Management, Securities, Equities, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Corporate Finance
Boston College 1998 — 2002
BS, Finance
State Street Global Advisors January 2015 - Present
ICMA-RC December 2011 - January 2015
J.P. Morgan February 2011 - December 2011
JPMorgan September 2007 - February 2011
Investors Bank & Trust September 2002 - August 2007
Skills
Mutual Funds, Fund Administration, Bloomberg, Asset Managment, Investments, ETFs, Derivatives, Financial Services, Asset Management, Investment Management, Bonds, Asset Allocation, Portfolio Management, Securities, Equities, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Corporate Finance
Boston College 1998 — 2002
BS, Finance
Jenna Giannelli's J.P. Morgan Experience April 2010 - August 2012
Job High Yield Analyst at Citi
Industry Investment Banking
Experience
Citi August 2012 - Present
J.P. Morgan April 2010 - August 2012
State Street Global Advisors July 2007 - April 2010
State Street Global Markets August 2005 - July 2007
Skills
High Yield, Fixed Income Research, Fixed Income, Bloomberg, Bonds, Fixed Income Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
Master of Science, Finance
Boston University - School of Management 2002 — 2005
Bachelor of Science, Business
Citi August 2012 - Present
J.P. Morgan April 2010 - August 2012
State Street Global Advisors July 2007 - April 2010
State Street Global Markets August 2005 - July 2007
Skills
High Yield, Fixed Income Research, Fixed Income, Bloomberg, Bonds, Fixed Income Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
Master of Science, Finance
Boston University - School of Management 2002 — 2005
Bachelor of Science, Business
Jasara Peskie's J.P. Morgan Experience February 2015 - Present
Job Executive Director, Corporate & Investment Bank Experienced Recruiting & Firmwide Campus Recruiting at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan December 2012 - Present
J.P. Morgan February 2009 - December 2012
J.P. Morgan July 2007 - September 2009
J.P. Morgan July 2005 - July 2007
J.P. Morgan 2004 - 2005
JPMorgan Chase 2003 - 2004
JPMorgan Chase 2002 - 2003
JPMorgan Chase 2001 - 2002
JPMorgan Chase 2000 - 2001
Education
Boston College 1996 — 2000
B.A., Sociology
John Cooper 1989 — 1996
J.P. Morgan February 2015 - Present
J.P. Morgan December 2012 - Present
J.P. Morgan February 2009 - December 2012
J.P. Morgan July 2007 - September 2009
J.P. Morgan July 2005 - July 2007
J.P. Morgan 2004 - 2005
JPMorgan Chase 2003 - 2004
JPMorgan Chase 2002 - 2003
JPMorgan Chase 2001 - 2002
JPMorgan Chase 2000 - 2001
Education
Boston College 1996 — 2000
B.A., Sociology
John Cooper 1989 — 1996
Greg Howells's J.P. Morgan Experience October 2014 - Present
Job Executive Director Asset Management Technology
Industry Information Technology and Services
Experience
J.P. Morgan October 2014 - Present
Bank of America October 2004 - October 2014
JPMorgan Chase & Co July 2000 - October 2004
JP Morgan June 1997 - July 2000
Bank of Tokyo-Mitsubishi September 1996 - June 1997
Education
Boston College 1992 — 1996
BS Economics
J.P. Morgan October 2014 - Present
Bank of America October 2004 - October 2014
JPMorgan Chase & Co July 2000 - October 2004
JP Morgan June 1997 - July 2000
Bank of Tokyo-Mitsubishi September 1996 - June 1997
Education
Boston College 1992 — 1996
BS Economics
Giovanna Galbiati's J.P. Morgan Experience January 2014 - Present
Job Senior Vice PresidentOperations Service Delivery
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan September 2008 - December 2013
State Street April 2003 - September 2008
Deutsche Asset Management ( formerly Scudder Investments) January 2002 - March 2003
Scudder Investments October 1997 - December 2001
Brown Brothers Harriman 1988 - 1997
Skills
Mutual Funds, Fund Accounting, Asset Managment, Securities, Corporate Actions, Global Custody, Fund Of Funds, Internal Controls, SAS70, Process Improvement, Business Analysis, Valuation, Asset Management, Equities, Financial Services, Fixed Income, Fund Administration, Alternative Investments
Education
Boston College
Bachelor of Science (BS), Finance and Financial Management Services
Boston Latin School
High School
J.P. Morgan January 2014 - Present
J.P. Morgan September 2008 - December 2013
State Street April 2003 - September 2008
Deutsche Asset Management ( formerly Scudder Investments) January 2002 - March 2003
Scudder Investments October 1997 - December 2001
Brown Brothers Harriman 1988 - 1997
Skills
Mutual Funds, Fund Accounting, Asset Managment, Securities, Corporate Actions, Global Custody, Fund Of Funds, Internal Controls, SAS70, Process Improvement, Business Analysis, Valuation, Asset Management, Equities, Financial Services, Fixed Income, Fund Administration, Alternative Investments
Education
Boston College
Bachelor of Science (BS), Finance and Financial Management Services
Boston Latin School
High School
Stephanie Leach's J.P. Morgan Experience October 2011 - November 2014
Job Officer, Financial Reporting at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
J.P. Morgan October 2011 - November 2014
State Street Corporation November 2010 - October 2011
International Fund Services, a State Street Company May 2006 - November 2010
Skills
Bloomberg, Finance, Fund Accounting, Equities, Hedge Funds, Microsoft Excel, Financial Statements, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Valuation, Tax, Financial Modeling, Fund Administration, Leadership, Swaps, Microsoft Office, Investments, Fixed Income, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Business
Boston College 2000 — 2004
Bachelor of Arts, English, Political Science
State Street March 2015 - Present
J.P. Morgan October 2011 - November 2014
State Street Corporation November 2010 - October 2011
International Fund Services, a State Street Company May 2006 - November 2010
Skills
Bloomberg, Finance, Fund Accounting, Equities, Hedge Funds, Microsoft Excel, Financial Statements, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Valuation, Tax, Financial Modeling, Fund Administration, Leadership, Swaps, Microsoft Office, Investments, Fixed Income, Mutual Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
MBA, Business
Boston College 2000 — 2004
Bachelor of Arts, English, Political Science
Dana (Vartabedian) Nentin, CFA's J.P. Morgan Experience December 2006 - July 2009
Job Vice President, Equity Research at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2015 - Present
Deutsche Bank July 2011 - December 2014
MetLife Investments June 2010 - August 2010
Plough Penny Partners February 2010 - May 2010
J.P. Morgan December 2006 - July 2009
J.P. Morgan June 2005 - December 2006
Skills
Chartered Financial..., Portfolio Management, Financial Modeling, Investments, Asset Allocation, Hedge Funds, Valuation, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Financial Instruments & Markets
Boston College 2001 — 2005
BA, Mathematics
Deutsche Bank January 2015 - Present
Deutsche Bank July 2011 - December 2014
MetLife Investments June 2010 - August 2010
Plough Penny Partners February 2010 - May 2010
J.P. Morgan December 2006 - July 2009
J.P. Morgan June 2005 - December 2006
Skills
Chartered Financial..., Portfolio Management, Financial Modeling, Investments, Asset Allocation, Hedge Funds, Valuation, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Financial Instruments & Markets
Boston College 2001 — 2005
BA, Mathematics
Dawna Cellucci's J.P. Morgan Experience September 2014 - Present
Job Vice President, Treasury Services at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2014 - Present
RBS Citizens September 2005 - September 2014
Bank of America 1996 - 2005
Skills
Finance, Relationship Management, Vendor Management, Financial Services, Product Management, Credit Risk, Portfolio Management, Capital Markets, Credit, Risk Management
Education
Boston College
BS, Marketing
Northeastern University - Graduate School of Business Administration
MBA, Masters in Business Administration
J.P. Morgan September 2014 - Present
RBS Citizens September 2005 - September 2014
Bank of America 1996 - 2005
Skills
Finance, Relationship Management, Vendor Management, Financial Services, Product Management, Credit Risk, Portfolio Management, Capital Markets, Credit, Risk Management
Education
Boston College
BS, Marketing
Northeastern University - Graduate School of Business Administration
MBA, Masters in Business Administration
Cristina (Incera) Christopher's J.P. Morgan Experience August 2008 - Present
Job Executive Assistant at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2008 - Present
JPMorgan Chase May 2006 - August 2008
JPMorgan Chase August 2004 - May 2006
Orange County Department of Education October 2000 - July 2004
Skills
Meeting Planning, Heavy Calendaring, Heavy Phones, Travel Management, Expense Reports
Education
Chapman University 2000 — 2003
Master of Arts (MA), Secondary Education and Teaching
Chapman University 1998 — 2000
Bachelor of Arts (BA), English Language and Literature, General
Boston College 1996 — 1998
J.P. Morgan August 2008 - Present
JPMorgan Chase May 2006 - August 2008
JPMorgan Chase August 2004 - May 2006
Orange County Department of Education October 2000 - July 2004
Skills
Meeting Planning, Heavy Calendaring, Heavy Phones, Travel Management, Expense Reports
Education
Chapman University 2000 — 2003
Master of Arts (MA), Secondary Education and Teaching
Chapman University 1998 — 2000
Bachelor of Arts (BA), English Language and Literature, General
Boston College 1996 — 1998
Casey Otto's J.P. Morgan Experience December 2011 - July 2014
Job Community Developer at Learn With All
Industry Marketing and Advertising
Experience
Learn With All August 2015 - Present
Blue State Digital August 2014 - September 2015
J.P. Morgan December 2011 - July 2014
Center for Global Development November 2008 - June 2011
Independent Voters of Illinois March 2005 - August 2005
John Kerry for President October 2004 - November 2004
Barack Obama for U.S. Senate Campaign June 2004 - October 2004
Skills
Community Outreach, Research, Grants, Policy, Program Management, Policy Analysis, International..., Public Policy, International Relations, Government, Program Evaluation, Political Science, Non-profits, Foreign Policy, Economic Development, Stata, Politics, Grant Writing, Fundraising, Editing, Program Development, Strategic Communications, Nonprofits, Public Speaking
Education
Wesleyan University 2005 — 2008
BA, East Asian Studies
Boston College 2003 — 2004
History
Learn With All August 2015 - Present
Blue State Digital August 2014 - September 2015
J.P. Morgan December 2011 - July 2014
Center for Global Development November 2008 - June 2011
Independent Voters of Illinois March 2005 - August 2005
John Kerry for President October 2004 - November 2004
Barack Obama for U.S. Senate Campaign June 2004 - October 2004
Skills
Community Outreach, Research, Grants, Policy, Program Management, Policy Analysis, International..., Public Policy, International Relations, Government, Program Evaluation, Political Science, Non-profits, Foreign Policy, Economic Development, Stata, Politics, Grant Writing, Fundraising, Editing, Program Development, Strategic Communications, Nonprofits, Public Speaking
Education
Wesleyan University 2005 — 2008
BA, East Asian Studies
Boston College 2003 — 2004
History
Kim Kushner's J.P. Morgan Experience 1994 - 1996
Job President at Brookline Dolphins Swim Team Parent Advisory Committee
Industry Nonprofit Organization Management
Experience
Brookline Dolphins Swim Team - Parent Advisory Committee August 2014 - Present
Brookline Education Foundation September 2013 - Present
Supercosm 2001 - 2002
Kimberly Kushner Inc. 1999 - 2001
CT Corporation, division of CCH Publishing 1997 - 1999
ING Financial Partners 1996 - 1997
J.P. Morgan 1994 - 1996
Skills
Nonprofits, Program Management, Organization, Project Management, Information Architecture, Technical Writing, Fundraising, Public Relations, Business Development, E-commerce, Event Management, Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
Brookline Dolphins Swim Team - Parent Advisory Committee August 2014 - Present
Brookline Education Foundation September 2013 - Present
Supercosm 2001 - 2002
Kimberly Kushner Inc. 1999 - 2001
CT Corporation, division of CCH Publishing 1997 - 1999
ING Financial Partners 1996 - 1997
J.P. Morgan 1994 - 1996
Skills
Nonprofits, Program Management, Organization, Project Management, Information Architecture, Technical Writing, Fundraising, Public Relations, Business Development, E-commerce, Event Management, Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1994
Jeffrey Bridge's J.P. Morgan Experience June 2014 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Hyde Park Capital Partners, LLC June 2008 - June 2014
Citigroup Capital Strategies December 2002 - September 2006
Andersen Consulting September 1999 - July 2001
Skills
Mergers & Acquisitions, Corporate Finance, Investment Banking, Financial Advisory, Private Equity, Valuation, Financial Modeling, Venture Capital, Capital Raising, Due Diligence, LBO, Corporate Development, Financial Analysis, Capital Markets, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Corporate Finance
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MSF, Finance
Boston College 1995 — 1999
BS, Business
J.P. Morgan June 2014 - Present
Hyde Park Capital Partners, LLC June 2008 - June 2014
Citigroup Capital Strategies December 2002 - September 2006
Andersen Consulting September 1999 - July 2001
Skills
Mergers & Acquisitions, Corporate Finance, Investment Banking, Financial Advisory, Private Equity, Valuation, Financial Modeling, Venture Capital, Capital Raising, Due Diligence, LBO, Corporate Development, Financial Analysis, Capital Markets, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Corporate Finance
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MSF, Finance
Boston College 1995 — 1999
BS, Business
Francis Poli's J.P. Morgan Experience March 1996 - September 1998
Job EVP, General Counsel at Cohen & Steers
Industry Financial Services
Experience
Leopold Schepp Foundation May 2012 - Present
Cohen & Steers February 2007 - Present
QuantumSphere, Inc. November 2006 - Present
Allianz Global Investors September 1998 - February 2007
J.P. Morgan March 1996 - September 1998
Skills
Securities, Series 7, Equities, Private Equity, Capital Markets, Financial Risk, Risk Management, Mutual Funds, Alternative Investments, Asset Managment, Fixed Income, Investments, Hedge Funds, Compliance, Litigation
Education
Boston College
Pace University
Leopold Schepp Foundation May 2012 - Present
Cohen & Steers February 2007 - Present
QuantumSphere, Inc. November 2006 - Present
Allianz Global Investors September 1998 - February 2007
J.P. Morgan March 1996 - September 1998
Skills
Securities, Series 7, Equities, Private Equity, Capital Markets, Financial Risk, Risk Management, Mutual Funds, Alternative Investments, Asset Managment, Fixed Income, Investments, Hedge Funds, Compliance, Litigation
Education
Boston College
Pace University
Chris Gaulin's J.P. Morgan Experience September 2002 - October 2003
Job Principal at Maverick Capital
Industry Investment Management
Experience
Maverick Capital 2003 - Present
J.P. Morgan September 2002 - October 2003
Education
Boston College 1993 — 1997
BS, Finance
Maverick Capital 2003 - Present
J.P. Morgan September 2002 - October 2003
Education
Boston College 1993 — 1997
BS, Finance
Stephen Romano's J.P. Morgan Experience January 2011 - Present
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2011 - Present
JPMorgan 2008 - January 2011
Citi Private Bank September 2006 - September 2008
Pistol Creek Company 2004 - 2006
Sirach Capital Management 1991 - 2002
Skills
Commercial Lending, Financial Institutions
Education
Boston College 1978 — 1981
BA, Economics
J.P. Morgan January 2011 - Present
JPMorgan 2008 - January 2011
Citi Private Bank September 2006 - September 2008
Pistol Creek Company 2004 - 2006
Sirach Capital Management 1991 - 2002
Skills
Commercial Lending, Financial Institutions
Education
Boston College 1978 — 1981
BA, Economics
Lloyd Lipsett's J.P. Morgan Experience 1997 - 2001
Job Senior Counsel at Wells Fargo
Industry Legal Services
Experience
Wells Fargo April 2001 - Present
J.P. Morgan 1997 - 2001
Hale and Dorr LLP May 1995 - February 1997
Skills
Investment Company Act..., Securities Regulation, Due Diligence, Hedge Funds, Securities, Corporate Law, Corporate Governance, Mergers & Acquisitions, Civil Litigation, Alternative Investments, Asset Management, Legal Research, Litigation, Investments, Private Equity, Insurance, Licensing
Education
University of Virginia School of Law 1987 — 1990
JD, Law
Boston College 1983 — 1987
Bachelor of Arts, Political Science
Wells Fargo April 2001 - Present
J.P. Morgan 1997 - 2001
Hale and Dorr LLP May 1995 - February 1997
Skills
Investment Company Act..., Securities Regulation, Due Diligence, Hedge Funds, Securities, Corporate Law, Corporate Governance, Mergers & Acquisitions, Civil Litigation, Alternative Investments, Asset Management, Legal Research, Litigation, Investments, Private Equity, Insurance, Licensing
Education
University of Virginia School of Law 1987 — 1990
JD, Law
Boston College 1983 — 1987
Bachelor of Arts, Political Science
Charlie Brennan's J.P. Morgan Experience January 2007 - Present
Job Managing Director at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan January 2007 - Present
Education
Boston College 1988 — 1992
BS
Brother Rice High School
J.P. Morgan January 2007 - Present
Education
Boston College 1988 — 1992
BS
Brother Rice High School
Jacquelyn Drayton's J.P. Morgan Experience March 2008 - June 2010
Job Senior Compliance Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2015 - Present
Royal Bank of Canada Wealth Management June 2010 - April 2015
J.P. Morgan March 2008 - June 2010
Bear Stearns January 2007 - March 2008
E*TRADE Financial February 2006 - December 2006
Harrisdirect LLC February 2004 - January 2006
PC Financial Network (a division of Pershing LLC) / DLJdirect LLC / CSFBdirect LLC July 1993 - February 2004
Skills
Series 7, FINRA, Investments, Securities, Financial Services, Management, Equities, Series 63, Trading, Fixed Income, Series 24, Mutual Funds, Hedge Funds, Alternative Investments, Capital Markets, Options, Asset Management, Portfolio Management, Derivatives, Risk Management, Customer Service, Ablity to manage..., Detail-oriented, driven..., ability to work..., Strong work ethic, Trade Compliance, Regulatory Compliance, Compliance Oversight, KYC, CIP, Anti, Surveillance
Education
Saint Peter's University 2000 — 2003
Master of Business Administration (MBA), Finance & International Business
Boston College 1989 — 1993
Bachelor of Science (BS), Marketing
E*TRADE Financial Corporation September 2015 - Present
Royal Bank of Canada Wealth Management June 2010 - April 2015
J.P. Morgan March 2008 - June 2010
Bear Stearns January 2007 - March 2008
E*TRADE Financial February 2006 - December 2006
Harrisdirect LLC February 2004 - January 2006
PC Financial Network (a division of Pershing LLC) / DLJdirect LLC / CSFBdirect LLC July 1993 - February 2004
Skills
Series 7, FINRA, Investments, Securities, Financial Services, Management, Equities, Series 63, Trading, Fixed Income, Series 24, Mutual Funds, Hedge Funds, Alternative Investments, Capital Markets, Options, Asset Management, Portfolio Management, Derivatives, Risk Management, Customer Service, Ablity to manage..., Detail-oriented, driven..., ability to work..., Strong work ethic, Trade Compliance, Regulatory Compliance, Compliance Oversight, KYC, CIP, Anti, Surveillance
Education
Saint Peter's University 2000 — 2003
Master of Business Administration (MBA), Finance & International Business
Boston College 1989 — 1993
Bachelor of Science (BS), Marketing
Gregory Lentini's J.P. Morgan Experience August 2010 - August 2014
Job Senior Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
J.P. Morgan August 2010 - August 2014
Gregory James & Associates, LLC June 2004 - August 2010
Kaupthing Bank 2000 - 2004
Morgan Stanley 1995 - 1998
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, Real Estate
Boston College 1990 — 1994
BS, Finance
BNY Mellon August 2014 - Present
J.P. Morgan August 2010 - August 2014
Gregory James & Associates, LLC June 2004 - August 2010
Kaupthing Bank 2000 - 2004
Morgan Stanley 1995 - 1998
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, Real Estate
Boston College 1990 — 1994
BS, Finance
Jennifer Small's J.P. Morgan Experience April 2015 - Present
Job Executive Director, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
RBS Markets and International Banking January 2014 - April 2015
Barclays Capital April 2010 - January 2014
Sterne Agee & Leach, Inc. July 2009 - April 2010
Morgan Stanley April 2005 - February 2009
Deutsche Bank Securities 2003 - 2005
Skills
Securities, Series 7, Hedge Funds, Fixed Income
Education
Suffolk University Law School 1999 — 2002
JD
Boston College 1997 — 1999
B.A., English
J.P. Morgan April 2015 - Present
RBS Markets and International Banking January 2014 - April 2015
Barclays Capital April 2010 - January 2014
Sterne Agee & Leach, Inc. July 2009 - April 2010
Morgan Stanley April 2005 - February 2009
Deutsche Bank Securities 2003 - 2005
Skills
Securities, Series 7, Hedge Funds, Fixed Income
Education
Suffolk University Law School 1999 — 2002
JD
Boston College 1997 — 1999
B.A., English
Carolyn Reers's J.P. Morgan Experience September 2013 - Present
Job Managing Director, J.P. Morgan Private Bank
Industry Legal Services
Experience
J.P. Morgan September 2013 - Present
Cummings & Lockwood January 2008 - September 2013
Education
Georgetown University Law Center 1989 — 1992
Doctor of Law (JD), Law
Boston College 1984 — 1988
Bachelor of Arts (BA), Communication, General
J.P. Morgan September 2013 - Present
Cummings & Lockwood January 2008 - September 2013
Education
Georgetown University Law Center 1989 — 1992
Doctor of Law (JD), Law
Boston College 1984 — 1988
Bachelor of Arts (BA), Communication, General
Frank J.'s J.P. Morgan Experience September 1979 - June 2002
Job President at Blue Blaze Financial Advisors, LLC.
Industry Financial Services
Experience
Blue Blaze Financial Advisors, LLC. July 2014 - Present
Lighthouse Financial Advisors, Inc January 2005 - June 2014
Frank J Corrado Jr., CPA June 2002 - December 2004
J.P. Morgan September 1979 - June 2002
Skills
Investments, Pensions
Education
Boston College 1970 — 1974
Bachelor’s Degree, Finance, General, Summa Cum Laude
Blue Blaze Financial Advisors, LLC. July 2014 - Present
Lighthouse Financial Advisors, Inc January 2005 - June 2014
Frank J Corrado Jr., CPA June 2002 - December 2004
J.P. Morgan September 1979 - June 2002
Skills
Investments, Pensions
Education
Boston College 1970 — 1974
Bachelor’s Degree, Finance, General, Summa Cum Laude
Joe Florio's J.P. Morgan Experience January 2015 - Present
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan June 2012 - January 2015
J.P. Morgan July 2009 - June 2012
J.P. Morgan May 2008 - August 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College - Carroll School of Management 2005 — 2009
BS in Management, Finance, Accounting
J.P. Morgan January 2015 - Present
J.P. Morgan June 2012 - January 2015
J.P. Morgan July 2009 - June 2012
J.P. Morgan May 2008 - August 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College - Carroll School of Management 2005 — 2009
BS in Management, Finance, Accounting
Donald MacNeil's J.P. Morgan Experience January 2013 - Present
Job Vice President, SBL Product Development at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
Equity Finance / Prime Brokerage March 2012 - December 2012
Kellner DiLeo & Company December 2010 - February 2012
BNP Paribas October 2008 - November 2010
Banc of America Securities April 2005 - October 2008
Morgan Stanley 1998 - 2005
State Street Bank 1992 - 1994
Education
Boston College 1988 — 1992
BA, Economics & Finance
J.P. Morgan January 2013 - Present
Equity Finance / Prime Brokerage March 2012 - December 2012
Kellner DiLeo & Company December 2010 - February 2012
BNP Paribas October 2008 - November 2010
Banc of America Securities April 2005 - October 2008
Morgan Stanley 1998 - 2005
State Street Bank 1992 - 1994
Education
Boston College 1988 — 1992
BA, Economics & Finance
Robert Kalutkiewicz's J.P. Morgan Experience June 2011 - March 2013
Job Director, Business Development at Sony Pictures Entertainment
Industry Higher Education
Experience
Sony Pictures Entertainment February 2015 - Present
Disney Interactive March 2013 - October 2014
J.P. Morgan June 2011 - March 2013
Shamrock Capital Advisors May 2007 - May 2009
Lehman Brothers May 2005 - May 2007
Skills
Investment Banking, Financial Modeling, Private Equity, Digital Strategy, Corporate Finance, Strategic Planning, Management, Finance, Business Planning, Mergers & Acquisitions, Financial Analysis, Strategy, Valuation, Investments, Business Strategy
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA), Media and Entertainment, Finance and Technology
Boston College 1998 — 2002
Bachelor's degree, Finance
Sony Pictures Entertainment February 2015 - Present
Disney Interactive March 2013 - October 2014
J.P. Morgan June 2011 - March 2013
Shamrock Capital Advisors May 2007 - May 2009
Lehman Brothers May 2005 - May 2007
Skills
Investment Banking, Financial Modeling, Private Equity, Digital Strategy, Corporate Finance, Strategic Planning, Management, Finance, Business Planning, Mergers & Acquisitions, Financial Analysis, Strategy, Valuation, Investments, Business Strategy
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA), Media and Entertainment, Finance and Technology
Boston College 1998 — 2002
Bachelor's degree, Finance
Chris Turnure's J.P. Morgan Experience September 2011 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2011 - Present
Dahlman Rose & Co. January 2011 - September 2011
Dahlman Rose & Co. May 2007 - December 2010
Education
Boston College 2002 — 2006
J.P. Morgan September 2011 - Present
Dahlman Rose & Co. January 2011 - September 2011
Dahlman Rose & Co. May 2007 - December 2010
Education
Boston College 2002 — 2006
Jenna (Bongiovanni) Feldman, PMP, CAMS's J.P. Morgan Experience September 2012 - Present
Job Vice President Corporate AML Compliance at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2012 - Present
JP Morgan August 2010 - September 2012
J.P. Morgan July 2008 - August 2010
UBS June 2007 - August 2007
Skills
Project Management, Product Management, Strategic Planning, Communication, Interest Rate..., Finance, Product Development, Program Management
Education
Boston College 2004 — 2008
B.S., Finance; Management and Leadership
J.P. Morgan September 2012 - Present
JP Morgan August 2010 - September 2012
J.P. Morgan July 2008 - August 2010
UBS June 2007 - August 2007
Skills
Project Management, Product Management, Strategic Planning, Communication, Interest Rate..., Finance, Product Development, Program Management
Education
Boston College 2004 — 2008
B.S., Finance; Management and Leadership
Richard DeVerna's J.P. Morgan Experience June 2012 - Present
Job Senior Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
Merrill Lynch 2007 - June 2012
Wachovia, A Wells Fargo Company 2000 - 2007
Citigroup 1990 - 2000
Skills
Equity Derivatives, Options, Series 7, Investments, Wealth Management, Hedge Funds, Alternative Investments, Fixed Income, Structured Products, Derivatives, Equities, Electronic Trading
Education
Boston College
B.S., Finance
Chaminade High School
New York University - Leonard N. Stern School of Business
MBA, Finance
J.P. Morgan June 2012 - Present
Merrill Lynch 2007 - June 2012
Wachovia, A Wells Fargo Company 2000 - 2007
Citigroup 1990 - 2000
Skills
Equity Derivatives, Options, Series 7, Investments, Wealth Management, Hedge Funds, Alternative Investments, Fixed Income, Structured Products, Derivatives, Equities, Electronic Trading
Education
Boston College
B.S., Finance
Chaminade High School
New York University - Leonard N. Stern School of Business
MBA, Finance
Joseph Tramazzo's J.P. Morgan Experience 2007 - 2014
Job Managing Director Client Advisor, J.P. Morgan Funds
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2007 - Present
J.P. Morgan 2007 - 2014
Managers Investment Group September 2003 - February 2007
AllianceBernstein 1999 - 2003
Mentor Investment Group November 1998 - July 1999
Mainstay Asset Management 1996 - 1998
Skills
Asset Managment, Mutual Funds, Alternative Investments, Asset Management, Equities, Estate Planning, Fixed Income, Investments, Mergers, Portfolio Management, Securities, Asset Allocation
Education
Boston College 1992 — 1996
BA, Finance and marketing
St. Thomas Aquinas High
J.P. Morgan Asset Management February 2007 - Present
J.P. Morgan 2007 - 2014
Managers Investment Group September 2003 - February 2007
AllianceBernstein 1999 - 2003
Mentor Investment Group November 1998 - July 1999
Mainstay Asset Management 1996 - 1998
Skills
Asset Managment, Mutual Funds, Alternative Investments, Asset Management, Equities, Estate Planning, Fixed Income, Investments, Mergers, Portfolio Management, Securities, Asset Allocation
Education
Boston College 1992 — 1996
BA, Finance and marketing
St. Thomas Aquinas High
Kevin Alexanderson's J.P. Morgan Experience October 2010 - December 2011
Job Business Systems Analyst at Bain Capital
Industry Financial Services
Experience
Bain Capital March 2014 - Present
Sapient Global Markets January 2012 - March 2014
J.P. Morgan October 2010 - December 2011
Skills
Business Analysis, Requirements Gathering, PL/SQL, Agile Methodologies, Requirements Analysis, SDLC, Research, Visio, Quality Center, Copy Editing
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.)
Kellenberg Memorial High School 2002 — 2006
Bain Capital March 2014 - Present
Sapient Global Markets January 2012 - March 2014
J.P. Morgan October 2010 - December 2011
Skills
Business Analysis, Requirements Gathering, PL/SQL, Agile Methodologies, Requirements Analysis, SDLC, Research, Visio, Quality Center, Copy Editing
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.)
Kellenberg Memorial High School 2002 — 2006
Adam Banakus's J.P. Morgan Experience 2004 - 2006
Job Consultant & Chief of Staff to the COO at RSA, The Security Division of EMC
Industry Information Technology and Services
Experience
RSA, The Security Division of EMC 2014 - Present
EMC 2012 - 2014
Boston Research and Management 2011 - 2012
Small Business Financial Consultant 2006 - 2010
J.P. Morgan 2004 - 2006
Skills
Financial Modeling, Bloomberg, Financial Analysis, Morningstar, DCF Valuation, Microsoft Excel, Factset, Valuation Modeling, Sales Compensation, Valuation, Hedge Funds, Equity Research Analysis, Equity Research, Fundamental Analysis, Investments, Equities, Venture Capital, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Asset Management
Vanderbilt University
Bachelor of Arts (B.A.), Economics and Mathematics
RSA, The Security Division of EMC 2014 - Present
EMC 2012 - 2014
Boston Research and Management 2011 - 2012
Small Business Financial Consultant 2006 - 2010
J.P. Morgan 2004 - 2006
Skills
Financial Modeling, Bloomberg, Financial Analysis, Morningstar, DCF Valuation, Microsoft Excel, Factset, Valuation Modeling, Sales Compensation, Valuation, Hedge Funds, Equity Research Analysis, Equity Research, Fundamental Analysis, Investments, Equities, Venture Capital, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Asset Management
Vanderbilt University
Bachelor of Arts (B.A.), Economics and Mathematics
Michael Canfield's J.P. Morgan Experience June 2012 - June 2014
Job Associate at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners August 2014 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Tyco International June 2010 - August 2010
Education
Boston College 2008 — 2012
BS, Finance, Economics, and Accounting
Providence Equity Partners August 2014 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Tyco International June 2010 - August 2010
Education
Boston College 2008 — 2012
BS, Finance, Economics, and Accounting
Thomas Conlan's J.P. Morgan Experience November 2008 - Present
Job Senior Executive Assistant at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 2008 - Present
Fidelity Investments December 1998 - June 2008
Skills
Expense Management, Calendaring, Bloomberg, Travel Arrangements, Lotus Notes, Administrative..., Calendars, Investment Banking, Outlook, Expenses, Spreadsheets, Microsoft Excel, Office Management, PowerPoint, Visio
Education
Boston College 1971 — 1975
BA, Secondary Education & Theatre
The Catholic University of America
J.P. Morgan November 2008 - Present
Fidelity Investments December 1998 - June 2008
Skills
Expense Management, Calendaring, Bloomberg, Travel Arrangements, Lotus Notes, Administrative..., Calendars, Investment Banking, Outlook, Expenses, Spreadsheets, Microsoft Excel, Office Management, PowerPoint, Visio
Education
Boston College 1971 — 1975
BA, Secondary Education & Theatre
The Catholic University of America
John O'Neil's J.P. Morgan Experience July 2012 - Present
Job Private Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan June 2006 - August 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration, Asset Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts, Economics
J.P. Morgan July 2012 - Present
J.P. Morgan June 2006 - August 2010
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration, Asset Management
College of the Holy Cross 2002 — 2006
Bachelor of Arts, Economics
Jim Marten's J.P. Morgan Experience April 2013 - Present
Job Asssociate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Citi July 2011 - April 2013
Miami Dolphins December 2010 - July 2011
Chicago Bears September 2009 - December 2010
Oakland Raiders September 2008 - September 2009
Dallas Cowboys April 2007 - September 2008
Merrill Lynch May 2005 - July 2005
Skills
Investments, Financial Analysis
Education
Boston College
Master of Science, Administrative Studies
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science, Double Major in Finance and Marketing
J.P. Morgan April 2013 - Present
Citi July 2011 - April 2013
Miami Dolphins December 2010 - July 2011
Chicago Bears September 2009 - December 2010
Oakland Raiders September 2008 - September 2009
Dallas Cowboys April 2007 - September 2008
Merrill Lynch May 2005 - July 2005
Skills
Investments, Financial Analysis
Education
Boston College
Master of Science, Administrative Studies
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science, Double Major in Finance and Marketing
Michelle Bucaria's J.P. Morgan Experience 2006 - August 2013
Job Global head of Corporate and Investment Bank Recruiting & Firmwide Head of Campus Recruiting at JPMorgan Chase
Industry
Experience
JPMorgan Chase September 2013 - Present
JP Morgan 2006 - August 2013
J.P. Morgan September 2005 - October 2006
J.P. Morgan 2002 - 2005
J.P. Morgan 1999 - 2002
J.P. Morgan 1996 - 1999
J.P. Morgan 1993 - 1996
Skills
Succession Planning, Treasury Services, Financial Services, Cash Management, Investment Banking, Talent Management, Employee Relations
Education
Boston College 1989 — 1993
BS, Accounting
JPMorgan Chase September 2013 - Present
JP Morgan 2006 - August 2013
J.P. Morgan September 2005 - October 2006
J.P. Morgan 2002 - 2005
J.P. Morgan 1999 - 2002
J.P. Morgan 1996 - 1999
J.P. Morgan 1993 - 1996
Skills
Succession Planning, Treasury Services, Financial Services, Cash Management, Investment Banking, Talent Management, Employee Relations
Education
Boston College 1989 — 1993
BS, Accounting
Matthew Wittick's J.P. Morgan Experience March 2008 - November 2010
Job Delta One Trader at Nomura Securities
Industry Financial Services
Experience
Nomura Securities March 2012 - Present
Macquarie Group November 2010 - December 2011
J.P. Morgan March 2008 - November 2010
Bear Stearns October 2004 - March 2008
Skills
Excel, Access, VBA, Bloomberg, Equity Swaps, ETFs, Equity Derivatives, Equity Trading
Education
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Science, Finance
Nomura Securities March 2012 - Present
Macquarie Group November 2010 - December 2011
J.P. Morgan March 2008 - November 2010
Bear Stearns October 2004 - March 2008
Skills
Excel, Access, VBA, Bloomberg, Equity Swaps, ETFs, Equity Derivatives, Equity Trading
Education
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Science, Finance
Collin Andrew's J.P. Morgan Experience February 2014 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan December 2011 - February 2014
Bank of America Merrill Lynch June 2009 - December 2011
Banc of America Securities June 2006 - June 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Capital IQ, Bloomberg, Factset, Financial Modeling, Series 7, Series 63, Capital Markets, Investment Banking, Credit Analysis, Risk Management
Education
Boston College - Carroll School of Management 2002 — 2006
BS, Finance
J.P. Morgan February 2014 - Present
J.P. Morgan December 2011 - February 2014
Bank of America Merrill Lynch June 2009 - December 2011
Banc of America Securities June 2006 - June 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Capital IQ, Bloomberg, Factset, Financial Modeling, Series 7, Series 63, Capital Markets, Investment Banking, Credit Analysis, Risk Management
Education
Boston College - Carroll School of Management 2002 — 2006
BS, Finance
Glenn DiVincenzo's J.P. Morgan Experience September 2003 - Present
Job Managing Director, JPMorgan Private Bank
Industry Financial Services
Experience
J.P. Morgan September 2003 - Present
Education
Boston College 1990 — 1994
J.P. Morgan September 2003 - Present
Education
Boston College 1990 — 1994
David Shaheen's J.P. Morgan Experience July 1993 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 1993 - Present
Education
UCLA Anderson School of Management 1998 — 2000
MBA
Boston College 1989 — 1993
Bachelor of Arts, Economics
Gonzaga College High School 1985 — 1989
J.P. Morgan July 1993 - Present
Education
UCLA Anderson School of Management 1998 — 2000
MBA
Boston College 1989 — 1993
Bachelor of Arts, Economics
Gonzaga College High School 1985 — 1989
Cassie Burke's J.P. Morgan Experience July 2014 - Present
Job Investment Assistant at JPMorgan Chase & Co.
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Sloan Center on Aging & Work at Boston College January 2013 - May 2014
J.P. Morgan June 2013 - August 2013
StormHarbour Securities June 2012 - August 2012
American Yacht Club May 2011 - August 2011
Ruby's Oyster Bar & Bistro May 2010 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Business Strategy, Event Planning
Education
Boston College 2011 — 2014
Bachelor of Arts (B.A.), Economics / History
Villanova University 2010 — 2011
Bachelor of Arts (B.A.), Economics
Convent of the Sacred Heart 2006 — 2010
J.P. Morgan July 2014 - Present
Sloan Center on Aging & Work at Boston College January 2013 - May 2014
J.P. Morgan June 2013 - August 2013
StormHarbour Securities June 2012 - August 2012
American Yacht Club May 2011 - August 2011
Ruby's Oyster Bar & Bistro May 2010 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Business Strategy, Event Planning
Education
Boston College 2011 — 2014
Bachelor of Arts (B.A.), Economics / History
Villanova University 2010 — 2011
Bachelor of Arts (B.A.), Economics
Convent of the Sacred Heart 2006 — 2010
Curt Woodworth's J.P. Morgan Experience July 1999 - November 2008
Job Director Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2015 - Present
Nomura September 2011 - June 2015
J.P. Morgan July 1999 - November 2008
Education
Boston College 1995 — 1999
Bachelor’s Degree, Economics
Credit Suisse August 2015 - Present
Nomura September 2011 - June 2015
J.P. Morgan July 1999 - November 2008
Education
Boston College 1995 — 1999
Bachelor’s Degree, Economics
Kait McCann's J.P. Morgan Experience June 2007 - Present
Job Debt Capital Markets at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2007 - Present
Education
Boston College - Carroll School of Management 2002 — 2007
Finance and Marketing
J.P. Morgan June 2007 - Present
Education
Boston College - Carroll School of Management 2002 — 2007
Finance and Marketing
Ellen Cooney's J.P. Morgan Experience June 2013 - August 2013
Job Institutional Sales Associate, Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
J.P. Morgan June 2013 - August 2013
Northern Trust August 2008 - July 2012
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Northern Trust Corporation July 2014 - Present
J.P. Morgan June 2013 - August 2013
Northern Trust August 2008 - July 2012
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing
Boston College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Raffi Samkiranian's J.P. Morgan Experience October 2008 - April 2013
Job AVP, Financial Reporting Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance May 2013 - Present
J.P. Morgan October 2008 - April 2013
Deloitte August 2005 - August 2008
Education
Boston College 2004 — 2005
Master of Science (MS), Acc
Boston College 2000 — 2004
Bachelor of Science (BS), Accounting
Eaton Vance May 2013 - Present
J.P. Morgan October 2008 - April 2013
Deloitte August 2005 - August 2008
Education
Boston College 2004 — 2005
Master of Science (MS), Acc
Boston College 2000 — 2004
Bachelor of Science (BS), Accounting
Daniel Grabos's J.P. Morgan Experience July 1997 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 1997 - Present
ABN AMRO Bank N.V. June 1995 - June 1997
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
London Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Boston College
Bachelor of Science (B.S.), Finance, General
Loyola Academy
High School
J.P. Morgan July 1997 - Present
ABN AMRO Bank N.V. June 1995 - June 1997
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
London Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Boston College
Bachelor of Science (B.S.), Finance, General
Loyola Academy
High School
Karen Garry's J.P. Morgan Experience October 2004 - May 2012
Job Senior Counsel at Allen & Overy
Industry Law Practice
Experience
Jefferies November 2014 - Present
Allen & Overy June 2012 - September 2014
J.P. Morgan October 2004 - May 2012
Assured Guaranty July 2000 - October 2004
Morgan, Lewis & Bockius LLP September 1997 - July 2000
Skills
Derivatives, Dodd-Frank
Education
Fordham University School of Law 1989 — 1992
Doctor of Law (J.D.)
Boston College 1985 — 1989
Bachelor of Arts (B.A.), English and History
Jefferies November 2014 - Present
Allen & Overy June 2012 - September 2014
J.P. Morgan October 2004 - May 2012
Assured Guaranty July 2000 - October 2004
Morgan, Lewis & Bockius LLP September 1997 - July 2000
Skills
Derivatives, Dodd-Frank
Education
Fordham University School of Law 1989 — 1992
Doctor of Law (J.D.)
Boston College 1985 — 1989
Bachelor of Arts (B.A.), English and History
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.