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
Porsche Thomas Porsche Thomas's J.P. Morgan Experience August 2001 - September 2003
Job Writer/Actress/Model/Comedian
Industry Entertainment
Experience
PorscheWorks, Inc. January 2012 - Present
Porsche Thomas 2009 - Present
VH1 September 2005 - December 2008
Bill Blass September 2004 - September 2005
Vanguarde Media September 2003 - December 2003
Heart & Soul Magazine July 2003 - December 2003
JP Morgan August 2001 - September 2003
Source Magazine March 2003 - July 2003
Skills
Entertainment, Acting, Comedy, Drama, Commercials, Event Planning, Improvisation, Marketing, Photography, Public Relations, Social Networking, Television, Video, Theatre, Video Production, Voice Over
Education
Stella Adler 2008 — 2008
Scene Study
Stella Adler 2008 — 2008
Acting for Film and Television
American Academy of Dramatic Arts 2005 — 2007
Method Acting/ Scene Study/ Movement/ Voice
Ed Kovens Acting workshop 2003 — 2007
Method Acting/ Scene Study/ Movement/ Voice
City University of New York-Hunter College 2003 — 2004
N/A, English- Creative Writing
Borough of Manhattan Community College 2001 — 2003
A.A., Liberal Arts
PorscheWorks, Inc. January 2012 - Present
Porsche Thomas 2009 - Present
VH1 September 2005 - December 2008
Bill Blass September 2004 - September 2005
Vanguarde Media September 2003 - December 2003
Heart & Soul Magazine July 2003 - December 2003
JP Morgan August 2001 - September 2003
Source Magazine March 2003 - July 2003
Skills
Entertainment, Acting, Comedy, Drama, Commercials, Event Planning, Improvisation, Marketing, Photography, Public Relations, Social Networking, Television, Video, Theatre, Video Production, Voice Over
Education
Stella Adler 2008 — 2008
Scene Study
Stella Adler 2008 — 2008
Acting for Film and Television
American Academy of Dramatic Arts 2005 — 2007
Method Acting/ Scene Study/ Movement/ Voice
Ed Kovens Acting workshop 2003 — 2007
Method Acting/ Scene Study/ Movement/ Voice
City University of New York-Hunter College 2003 — 2004
N/A, English- Creative Writing
Borough of Manhattan Community College 2001 — 2003
A.A., Liberal Arts
Christynn Vierra's J.P. Morgan Experience January 2008 - June 2008
Job Experienced asset manager, CSO, and corporate finance
Industry Financial Services
Experience
CCV Strategy August 2008 - Present
JP Morgan January 2008 - June 2008
Skills
Due Diligence, Entrepreneurship, Venture Capital, Strategic Planning, Business Development, Team Leadership, management, Strategy, Go to Market Strategy, Venture Financing, Product Development, Angel Investing, Leadership, Team Building, Strategic Financial..., Capital Budgeting, Investments, Mergers & Acquisitions, Financial Modeling, Business Planning, Finance, Economics, Financial Analysis, Marketing, Business Strategy, Management, Investor Relations, Start-ups, Asset Management, Strategic Consulting, Private Equity, Research, Risk Management, Corporate Finance, Corporate Development, Analysis, Project Management, Accounting, Executive Management
Education
Loyola University New Orleans 2009 — 2011
MBA, Venture development
University of New Orleans 2009 — 2010
Accounting, Accounting
Bellarmine University 2004 — 2008
BA, Economics, Foreign Languages & International Studies
Universidad de Salamanca 2007 — 2007
International Business
CCV Strategy August 2008 - Present
JP Morgan January 2008 - June 2008
Skills
Due Diligence, Entrepreneurship, Venture Capital, Strategic Planning, Business Development, Team Leadership, management, Strategy, Go to Market Strategy, Venture Financing, Product Development, Angel Investing, Leadership, Team Building, Strategic Financial..., Capital Budgeting, Investments, Mergers & Acquisitions, Financial Modeling, Business Planning, Finance, Economics, Financial Analysis, Marketing, Business Strategy, Management, Investor Relations, Start-ups, Asset Management, Strategic Consulting, Private Equity, Research, Risk Management, Corporate Finance, Corporate Development, Analysis, Project Management, Accounting, Executive Management
Education
Loyola University New Orleans 2009 — 2011
MBA, Venture development
University of New Orleans 2009 — 2010
Accounting, Accounting
Bellarmine University 2004 — 2008
BA, Economics, Foreign Languages & International Studies
Universidad de Salamanca 2007 — 2007
International Business
Sergei Revzin's J.P. Morgan Experience July 2008 - September 2008
Job Cofounder at Tascit
Industry Internet
Experience
Tascit May 2014 - Present
AppFirst April 2013 - May 2014
Amusemi November 2012 - February 2013
BuyWithMe (Acquired by Gilt Group) July 2011 - November 2011
Edhance, Inc (Acquired by BuyWithMe) July 2010 - July 2011
eSecLending November 2008 - July 2010
JP Morgan July 2008 - September 2008
Board 2006 - 2007
AdLobby.com 2006 - 2007
EasyAsk 2004 - 2004
Skills
Entrepreneurship, Start-ups, New Business Development, Business Strategy, Online Advertising, Business Development, Marketing Strategy, Strategic Partnerships, Marketing, Sales, Sales Process, Management, Marketing Management, Strategy, Fundraising, SaaS, Business Planning, Salesforce.com, Negotiation, Market Research, Budgets
Education
CFA Institute 2009 — 2010
Completed Level I, Finance
Bentley University 2004 — 2008
BS, Economics-Finance
Tascit May 2014 - Present
AppFirst April 2013 - May 2014
Amusemi November 2012 - February 2013
BuyWithMe (Acquired by Gilt Group) July 2011 - November 2011
Edhance, Inc (Acquired by BuyWithMe) July 2010 - July 2011
eSecLending November 2008 - July 2010
JP Morgan July 2008 - September 2008
Board 2006 - 2007
AdLobby.com 2006 - 2007
EasyAsk 2004 - 2004
Skills
Entrepreneurship, Start-ups, New Business Development, Business Strategy, Online Advertising, Business Development, Marketing Strategy, Strategic Partnerships, Marketing, Sales, Sales Process, Management, Marketing Management, Strategy, Fundraising, SaaS, Business Planning, Salesforce.com, Negotiation, Market Research, Budgets
Education
CFA Institute 2009 — 2010
Completed Level I, Finance
Bentley University 2004 — 2008
BS, Economics-Finance
Engels Mendez Engels Mendez's J.P. Morgan Experience December 2013 - Present
Job Associate
Industry Banking
Experience
J.P. Morgan December 2013 - Present
JP Morgan June 2010 - December 2013
JP Morgan July 2006 - June 2010
Goldman Sachs June 2002 - July 2006
Skills
Series 7
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
Bachelors of Business Administration (B.B.A), Finance and Investments, English Literature
J.P. Morgan December 2013 - Present
JP Morgan June 2010 - December 2013
JP Morgan July 2006 - June 2010
Goldman Sachs June 2002 - July 2006
Skills
Series 7
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
Bachelors of Business Administration (B.B.A), Finance and Investments, English Literature
Jim Meehan Jim Meehan's J.P. Morgan Experience September 1999 - January 2001
Job Director at PwC
Industry Accounting
Experience
PwC May 2012 - Present
Public Company Accounting Oversight Board October 2003 - May 2012
Deloitte & Touche January 2001 - October 2003
JP Morgan September 1999 - January 2001
Credit Suisse First Boston July 1996 - September 1999
Credit Suisse July 1996 - September 1999
Deloitte & Touche September 1990 - July 1996
Skills
Auditing, Financial Services, Mutual Funds, Broker-Dealer, Sarbanes-Oxley Act, Public Companies, SEC filings, Big 4, Auditing Standards, US GAAP, SAS70, External Audit, Internal Controls, GAAP, Due Diligence, Financial Reporting, Assurance, Financial Accounting, Risk Assessment, Leadership, Sarbanes-Oxley, Accounting, CPA, Consolidation, Internal Audit, Revenue Recognition
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance & Marketing
Binghamton University - School of Management 1988 — 1990
BS, Accounting
State University of New York at Stony Brook 1986 — 1988
Smithtown High School East 1982 — 1986
PwC May 2012 - Present
Public Company Accounting Oversight Board October 2003 - May 2012
Deloitte & Touche January 2001 - October 2003
JP Morgan September 1999 - January 2001
Credit Suisse First Boston July 1996 - September 1999
Credit Suisse July 1996 - September 1999
Deloitte & Touche September 1990 - July 1996
Skills
Auditing, Financial Services, Mutual Funds, Broker-Dealer, Sarbanes-Oxley Act, Public Companies, SEC filings, Big 4, Auditing Standards, US GAAP, SAS70, External Audit, Internal Controls, GAAP, Due Diligence, Financial Reporting, Assurance, Financial Accounting, Risk Assessment, Leadership, Sarbanes-Oxley, Accounting, CPA, Consolidation, Internal Audit, Revenue Recognition
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance & Marketing
Binghamton University - School of Management 1988 — 1990
BS, Accounting
State University of New York at Stony Brook 1986 — 1988
Smithtown High School East 1982 — 1986
Alisa Lyubina Alisa Lyubina's J.P. Morgan Experience January 2011 - April 2013
Job Financial Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group December 2014 - Present
The Blackstone Group April 2013 - Present
JP Morgan January 2011 - April 2013
Morgan Stanley June 2009 - January 2011
Baruch College Fund March 2008 - June 2009
Merrill Lynch 2007 - 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Bloomberg, US GAAP, Private Equity, Financial Statements, General Ledger, Financial Modeling, Corporate Finance, Finance, Valuation, Fund Accounting, GAAP
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting, Mathematics
The Blackstone Group December 2014 - Present
The Blackstone Group April 2013 - Present
JP Morgan January 2011 - April 2013
Morgan Stanley June 2009 - January 2011
Baruch College Fund March 2008 - June 2009
Merrill Lynch 2007 - 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Bloomberg, US GAAP, Private Equity, Financial Statements, General Ledger, Financial Modeling, Corporate Finance, Finance, Valuation, Fund Accounting, GAAP
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting, Mathematics
Erik Klein (CISSP, CSSLP) Erik Klein (CISSP, CSSLP)'s J.P. Morgan Experience July 1988 - March 1992
Job Application Security Tooling Expert
Industry Computer Software
Experience
Contrast Security June 2015 - Present
DB Networks March 2014 - May 2015
Fortify Software, an HP Company March 2007 - March 2014
Avaya September 2004 - March 2007
Sparta Systems January 2004 - September 2004
Versatile Consulting, Inc. October 1994 - December 2003
Deloitte Consulting March 1992 - September 1994
JP Morgan July 1988 - March 1992
Skills
Application Security, Pre-sales, Static Analysis, Java, Security, Start-ups, Management, Web Services, Enterprise Software, Computer Security, Unix, SaaS, Web Application Security, Identity Management
Education
Binghamton University 1984 — 1988
B.S., Mathematics, Computer Science, Economics
Elementary School
Contrast Security June 2015 - Present
DB Networks March 2014 - May 2015
Fortify Software, an HP Company March 2007 - March 2014
Avaya September 2004 - March 2007
Sparta Systems January 2004 - September 2004
Versatile Consulting, Inc. October 1994 - December 2003
Deloitte Consulting March 1992 - September 1994
JP Morgan July 1988 - March 1992
Skills
Application Security, Pre-sales, Static Analysis, Java, Security, Start-ups, Management, Web Services, Enterprise Software, Computer Security, Unix, SaaS, Web Application Security, Identity Management
Education
Binghamton University 1984 — 1988
B.S., Mathematics, Computer Science, Economics
Elementary School
Greg Schellenberg Greg Schellenberg's J.P. Morgan Experience 1997 - 2000
Job Associate Director at MacKay Shields
Industry Information Technology and Services
Experience
MacKay Shields April 2012 - Present
KKR April 2008 - April 2012
Kohlberg Kravis Roberts April 2008 - April 2012
Vontu January 2000 - March 2008
JP Morgan 1997 - 2000
Sports Illustrated 1992 - 1997
Skills
Cisco, ITIL, Equities, Security, Linux, Virtualization, Splunk, DLP, Riverbed, RMS, MPLS, WAN Optimisation, LAN-WAN, Desktop Application..., Cisco Technologies, Network Security, Networking, Data Center, VMware, Microsoft Exchange, Servers, Enterprise Software, WAN, VPN, Disaster Recovery, Management
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Masters, MPA, MIS, NPS
State University of New York at Albany 1988 — 1992
Bachelor of Science (B.S.), Finance and I.T.
MacKay Shields April 2012 - Present
KKR April 2008 - April 2012
Kohlberg Kravis Roberts April 2008 - April 2012
Vontu January 2000 - March 2008
JP Morgan 1997 - 2000
Sports Illustrated 1992 - 1997
Skills
Cisco, ITIL, Equities, Security, Linux, Virtualization, Splunk, DLP, Riverbed, RMS, MPLS, WAN Optimisation, LAN-WAN, Desktop Application..., Cisco Technologies, Network Security, Networking, Data Center, VMware, Microsoft Exchange, Servers, Enterprise Software, WAN, VPN, Disaster Recovery, Management
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Masters, MPA, MIS, NPS
State University of New York at Albany 1988 — 1992
Bachelor of Science (B.S.), Finance and I.T.
Sairam Chengala Sairam Chengala's J.P. Morgan Experience June 2009 - Present
Job Senior Associate (Software Engineer)
Industry Information Technology and Services
Experience
JP Morgan June 2009 - Present
Ocimum Biosolutions January 2008 - April 2009
Hewlett-Packard February 2007 - August 2007
Accelrys December 2005 - February 2007
National Center for Biological Sciences June 2004 - November 2005
Education
Indian Institute of Science 2004 — 2005
Research Associate, Computational Biology
Indian Institute of Technology, Bombay 2001 — 2003
MTech, Chemical Engg.
Bharati Vidyapeeth 1997 — 2001
B.E., Chemical Engg.
JP Morgan June 2009 - Present
Ocimum Biosolutions January 2008 - April 2009
Hewlett-Packard February 2007 - August 2007
Accelrys December 2005 - February 2007
National Center for Biological Sciences June 2004 - November 2005
Education
Indian Institute of Science 2004 — 2005
Research Associate, Computational Biology
Indian Institute of Technology, Bombay 2001 — 2003
MTech, Chemical Engg.
Bharati Vidyapeeth 1997 — 2001
B.E., Chemical Engg.
JD Wonnacott JD Wonnacott's J.P. Morgan Experience July 2008 - Present
Job VP Technical Writer at JP Morgan Chase
Industry Banking
Experience
JP Morgan July 2008 - Present
Brainstorm, Inc 2004 - January 2010
Sorenson Communications January 2008 - November 2009
DCEdental.com July 2007 - June 2008
eMedicine/WebMD 2004 - July 2007
The Savage Companies 2000 - March 2007
SCANA Energy 2004 - 2004
Dollars & Sense Magazine 2001 - 2003
Political Science Dept/Baruch College 2001 - 2002
Skills
Editing, Project Management, Digital Marketing, Social Media, Web Content, Web Design, Blogging, Marketing, Photoshop, Web Analytics, Technical Writing, Digital Strategy, Market Research, Content Management, Copy Editing, Strategic Planning, SEM, InDesign, SharePoint, Advertising, Content Development
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MA
University of Utah 1996 — 2000
BA
JP Morgan July 2008 - Present
Brainstorm, Inc 2004 - January 2010
Sorenson Communications January 2008 - November 2009
DCEdental.com July 2007 - June 2008
eMedicine/WebMD 2004 - July 2007
The Savage Companies 2000 - March 2007
SCANA Energy 2004 - 2004
Dollars & Sense Magazine 2001 - 2003
Political Science Dept/Baruch College 2001 - 2002
Skills
Editing, Project Management, Digital Marketing, Social Media, Web Content, Web Design, Blogging, Marketing, Photoshop, Web Analytics, Technical Writing, Digital Strategy, Market Research, Content Management, Copy Editing, Strategic Planning, SEM, InDesign, SharePoint, Advertising, Content Development
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
MA
University of Utah 1996 — 2000
BA
Kyle Gemas Kyle Gemas's J.P. Morgan Experience February 2012 - Present
Job Private Banking Analyst Intern at JP Morgan
Industry Banking
Experience
JP Morgan February 2012 - Present
Baylor University Athletic Department August 2008 - May 2012
Titan Spine, LLC June 2009 - August 2011
Education
Baylor University 2008 — 2012
BBA, in Finance & Entrepreneurship; Business Administration
JP Morgan February 2012 - Present
Baylor University Athletic Department August 2008 - May 2012
Titan Spine, LLC June 2009 - August 2011
Education
Baylor University 2008 — 2012
BBA, in Finance & Entrepreneurship; Business Administration
Katherine Buck's J.P. Morgan Experience August 2010 - June 2011
Job Senior Account Manager at Twitter
Industry Marketing and Advertising
Experience
Twitter August 2015 - Present
VigLink October 2014 - Present
Betterment May 2013 - Present
Betterment April 2013 - September 2014
BlackRock June 2011 - April 2013
LivingSocial September 2011 - September 2012
J.P. Morgan August 2010 - June 2011
JP Morgan June 2009 - July 2010
Lehman Brothers June 2008 - August 2008
Skills
Copywriting, Blogging, Community Management, Social Media..., Retirement Savings, 401k, ETFs, Resume Writing, Finance, Facebook, Social Media, Management, Performance Based..., Social Media Marketing, CRM, Strategy, Marketing, Investments, Microsoft Office, Advertising, Online Advertising
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, Communications
Boston College 2005 — 2009
Bachelor's degree, Philosophy
Twitter August 2015 - Present
VigLink October 2014 - Present
Betterment May 2013 - Present
Betterment April 2013 - September 2014
BlackRock June 2011 - April 2013
LivingSocial September 2011 - September 2012
J.P. Morgan August 2010 - June 2011
JP Morgan June 2009 - July 2010
Lehman Brothers June 2008 - August 2008
Skills
Copywriting, Blogging, Community Management, Social Media..., Retirement Savings, 401k, ETFs, Resume Writing, Finance, Facebook, Social Media, Management, Performance Based..., Social Media Marketing, CRM, Strategy, Marketing, Investments, Microsoft Office, Advertising, Online Advertising
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, Communications
Boston College 2005 — 2009
Bachelor's degree, Philosophy
Jeanne LaPorta Jeanne LaPorta's J.P. Morgan Experience 1987 - 1993
Job Senior Vice President and Commercial Operations Leader at GE Asset Management
Industry Financial Services
Experience
GE Asset Management 2014 - Present
GE Asset Management 2010 - 2014
GE Asset Management 2007 - 2010
GE Asset Management 1997 - 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1994 - 1997
JP Morgan 1987 - 1993
Skills
Asset Management, Mutual Funds, Relationship Management, Defined Contribution
Education
Fordham University School of Law
Doctor of Law (J.D.)
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
Binghamton University
Bachelor's degree
GE Asset Management 2014 - Present
GE Asset Management 2010 - 2014
GE Asset Management 2007 - 2010
GE Asset Management 1997 - 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1994 - 1997
JP Morgan 1987 - 1993
Skills
Asset Management, Mutual Funds, Relationship Management, Defined Contribution
Education
Fordham University School of Law
Doctor of Law (J.D.)
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
Binghamton University
Bachelor's degree
Jennifer Lewin Jennifer Lewin's J.P. Morgan Experience April 2010 - Present
Job Vice President at JP Morgan
Industry Real Estate
Experience
JP Morgan April 2010 - Present
Sonnenschein Nath & Rosenthal LLP January 2009 - June 2009
Thacher Proffitt & Wood LLP July 2006 - December 2008
Seyfarth Shaw March 2005 - June 2006
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
JD
University at Albany, SUNY 1997 — 2000
BA, English and Political Science
JP Morgan April 2010 - Present
Sonnenschein Nath & Rosenthal LLP January 2009 - June 2009
Thacher Proffitt & Wood LLP July 2006 - December 2008
Seyfarth Shaw March 2005 - June 2006
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
JD
University at Albany, SUNY 1997 — 2000
BA, English and Political Science
Jake Donovan's J.P. Morgan Experience 2008 - 2011
Job Systems Report Analyst
Industry Information Technology and Services
Experience
New England Baptist Hospital April 2015 - Present
The Colony Group 2013 - 2014
State Street 2012 - 2013
JP Morgan 2008 - 2011
Fidelity Investments 2007 - 2007
Fidelity Investments 2007 - 2007
Skills
Tax, Bloomberg, Financial Modeling, Financial Analysis, Finance, Mutual Funds, Investments, Equities, Fixed Income, Strategic Financial..., Financial Reporting, Alternative Investments, Securities, Valuation, Portfolio Management, Microsoft Excel, Asset Management, Asset Allocation, Forecasting
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
New England Baptist Hospital April 2015 - Present
The Colony Group 2013 - 2014
State Street 2012 - 2013
JP Morgan 2008 - 2011
Fidelity Investments 2007 - 2007
Fidelity Investments 2007 - 2007
Skills
Tax, Bloomberg, Financial Modeling, Financial Analysis, Finance, Mutual Funds, Investments, Equities, Fixed Income, Strategic Financial..., Financial Reporting, Alternative Investments, Securities, Valuation, Portfolio Management, Microsoft Excel, Asset Management, Asset Allocation, Forecasting
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
Fran Tutone Kapner Fran Tutone Kapner's J.P. Morgan Experience 2010 - Present
Job Executive Director, Treasury Sales Manager
Industry Financial Services
Experience
JP Morgan 2010 - Present
Women's Bond Club May 2009 - September 2013
JP Morgan 2008 - 2010
The Bank of New York May 2005 - July 2007
The Bank of New York July 2002 - May 2005
The Bank of New York January 1998 - July 2002
The Bank of New York January 1989 - January 1998
Skills
Financial Services, Relationship Management, Treasury Services, Sales, Consultative Sales..., Securities, Vendor Management, Global Custody, Mutual Funds, Manage Client..., Cross-functional Team..., International Sales, Diversity & Inclusion..., Cash Management, Team Management, Liquidity Solutions, Foreign Exchange, Transactional Banking, Collaborative Problem..., Diversity Champion, Investment Banking, Business Development, Asset Management, CRM, Investments, Management, Banking, Strategy, Process Improvement, Outsourcing, Risk Management
Education
Baruch College 1982 — 1985
JP Morgan 2010 - Present
Women's Bond Club May 2009 - September 2013
JP Morgan 2008 - 2010
The Bank of New York May 2005 - July 2007
The Bank of New York July 2002 - May 2005
The Bank of New York January 1998 - July 2002
The Bank of New York January 1989 - January 1998
Skills
Financial Services, Relationship Management, Treasury Services, Sales, Consultative Sales..., Securities, Vendor Management, Global Custody, Mutual Funds, Manage Client..., Cross-functional Team..., International Sales, Diversity & Inclusion..., Cash Management, Team Management, Liquidity Solutions, Foreign Exchange, Transactional Banking, Collaborative Problem..., Diversity Champion, Investment Banking, Business Development, Asset Management, CRM, Investments, Management, Banking, Strategy, Process Improvement, Outsourcing, Risk Management
Education
Baruch College 1982 — 1985
Allison Chen's J.P. Morgan Experience April 2005 - October 2006
Job Investment Manager at Family Office
Industry Financial Services
Experience
Family Office September 2012 - Present
Cederberg Capital April 2012 - September 2012
The Noah Lequime Foundation July 2010 - April 2012
HSBC Private Bank (UK) July 2009 - October 2009
State Street Corp October 2006 - April 2008
JP Morgan April 2005 - October 2006
Bloomberg November 2002 - February 2005
Skills
Fluency in Chinese..., Investments, Equities, Private Equity, Corporate Finance, Valuation, Financial Modeling, Emerging Markets, Portfolio Management, Fixed Income, Hedge Funds, Capital Markets, Investment Banking, Venture Capital, Bloomberg, Financial Markets, Asset Management, Investment Management, Due Diligence, Derivatives
Education
Sotheby's Institute of Art 2015 — 2015
Executive Education, Art Business Management
London Business School 2008 — 2010
MBA, General Management
State University of New York at Binghamton 1998 — 2002
BS, Finance & Economics
Family Office September 2012 - Present
Cederberg Capital April 2012 - September 2012
The Noah Lequime Foundation July 2010 - April 2012
HSBC Private Bank (UK) July 2009 - October 2009
State Street Corp October 2006 - April 2008
JP Morgan April 2005 - October 2006
Bloomberg November 2002 - February 2005
Skills
Fluency in Chinese..., Investments, Equities, Private Equity, Corporate Finance, Valuation, Financial Modeling, Emerging Markets, Portfolio Management, Fixed Income, Hedge Funds, Capital Markets, Investment Banking, Venture Capital, Bloomberg, Financial Markets, Asset Management, Investment Management, Due Diligence, Derivatives
Education
Sotheby's Institute of Art 2015 — 2015
Executive Education, Art Business Management
London Business School 2008 — 2010
MBA, General Management
State University of New York at Binghamton 1998 — 2002
BS, Finance & Economics
Erica Bonner Erica Bonner's J.P. Morgan Experience May 1989 - March 1995
Job Financial Services Professional
Industry Financial Services
Experience
Citi May 2001 - July 2011
SMITH BARNEY November 1995 - May 2001
JP Morgan May 1989 - March 1995
Skills
Trading, Fixed Income, Securities, Middle Office, Electronic Trading, Emerging Markets, FX Options, Swaps, Series 7, Back Office, Bonds, Financial Services, Foreign Exchange, Bloomberg
Education
Baruch College 2004 — 2007
BBA, Finance
Borough of Manhattan Community College 2001 — 2004
AAS, Business Management
Citi May 2001 - July 2011
SMITH BARNEY November 1995 - May 2001
JP Morgan May 1989 - March 1995
Skills
Trading, Fixed Income, Securities, Middle Office, Electronic Trading, Emerging Markets, FX Options, Swaps, Series 7, Back Office, Bonds, Financial Services, Foreign Exchange, Bloomberg
Education
Baruch College 2004 — 2007
BBA, Finance
Borough of Manhattan Community College 2001 — 2004
AAS, Business Management
Doug Holt Doug Holt's J.P. Morgan Experience 1998 - 2000
Job Still Life and Fashion Photographer
Industry Photography
Experience
Doug Holt Photography January 2001 - Present
Alex Elman Wine Co November 2009 - July 2012
JP Morgan 1998 - 2000
Barclays Capital 1998 - 1999
Skills
Advertising, Art Direction, Fashion, Editorial, Social Media, Public Relations, Marketing Communications, Event Management, Marketing Strategy, Graphic Design, Photography, Packaging, Brand Development, Social Media Marketing, Promotions, Market Research, Digital Marketing, Integrated Marketing, Digital Media, Adobe Creative Suite, Copywriting, Digital Photography, Photo Shoots, Event Photography, Creative Direction, Magazines
Education
Boston College 1993 — 1997
BA, Economics and Environmental Studies
Universidad Complutense de Madrid 1996 — 1997
Economics and Environmental Studies
Episcopal Academy 1989 — 1993
High School
Rosemont School of the Holy Child
Doug Holt Photography January 2001 - Present
Alex Elman Wine Co November 2009 - July 2012
JP Morgan 1998 - 2000
Barclays Capital 1998 - 1999
Skills
Advertising, Art Direction, Fashion, Editorial, Social Media, Public Relations, Marketing Communications, Event Management, Marketing Strategy, Graphic Design, Photography, Packaging, Brand Development, Social Media Marketing, Promotions, Market Research, Digital Marketing, Integrated Marketing, Digital Media, Adobe Creative Suite, Copywriting, Digital Photography, Photo Shoots, Event Photography, Creative Direction, Magazines
Education
Boston College 1993 — 1997
BA, Economics and Environmental Studies
Universidad Complutense de Madrid 1996 — 1997
Economics and Environmental Studies
Episcopal Academy 1989 — 1993
High School
Rosemont School of the Holy Child
Allan Katz Allan Katz's J.P. Morgan Experience 1993 - 1996
Job Chief Financial Officer, Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Partners May 2012 - Present
Citigroup April 2011 - May 2012
Nomura September 2009 - April 2011
Lehman Brothers March 2008 - September 2009
Merrill Lynch July 1998 - March 2008
Mercer Management Consulting January 1996 - July 1998
JP Morgan 1993 - 1996
Coopers and Lybrand 1990 - 1993
Skills
Business Strategy, Management, Budgets, Strategy, Business Analysis, Business Process..., Performance Measurement, Financial Reporting, Business Process..., Change Management, Capital Markets, Financial Analysis, Expense Management, Fixed Income, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and International Business
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Bronx High School of Science
Guggenheim Partners May 2012 - Present
Citigroup April 2011 - May 2012
Nomura September 2009 - April 2011
Lehman Brothers March 2008 - September 2009
Merrill Lynch July 1998 - March 2008
Mercer Management Consulting January 1996 - July 1998
JP Morgan 1993 - 1996
Coopers and Lybrand 1990 - 1993
Skills
Business Strategy, Management, Budgets, Strategy, Business Analysis, Business Process..., Performance Measurement, Financial Reporting, Business Process..., Change Management, Capital Markets, Financial Analysis, Expense Management, Fixed Income, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance and International Business
Binghamton University - School of Management 1986 — 1990
BS, Accounting
Bronx High School of Science
Diane Lefebvre Diane Lefebvre's J.P. Morgan Experience August 2007 - February 2009
Job Consultant at Software Solutions Inc
Industry Information Technology and Services
Experience
Software Solutions Inc July 2014 - March 2015
Princeton University May 2011 - December 2013
JP Morgan August 2007 - February 2009
JP Morgan Chase July 2006 - August 2007
Telcordia 2001 - 2006
Telcordia 1998 - 2001
Telcordia Technologies 1997 - 1998
Bellcore 1994 - 1997
Education
Smith College 2008 — 2008
Women in Global Leadershp
Bentley College 1986 — 1988
MS, Computer Information Systems
University of Massachusetts Lowell 1979 — 1983
BS, Management Information Systems
Software Solutions Inc July 2014 - March 2015
Princeton University May 2011 - December 2013
JP Morgan August 2007 - February 2009
JP Morgan Chase July 2006 - August 2007
Telcordia 2001 - 2006
Telcordia 1998 - 2001
Telcordia Technologies 1997 - 1998
Bellcore 1994 - 1997
Education
Smith College 2008 — 2008
Women in Global Leadershp
Bentley College 1986 — 1988
MS, Computer Information Systems
University of Massachusetts Lowell 1979 — 1983
BS, Management Information Systems
IGOR GIERGIEL IGOR GIERGIEL's J.P. Morgan Experience March 2010 - September 2010
Job IT Field Technician at Signature Technology Group
Industry Information Technology and Services
Experience
Signature Technology Group February 2014 - Present
Global Resources February 2013 - January 2014
Weight Watchers October 2012 - January 2013
Frederick Goldman March 2012 - March 2012
Global Resources February 2011 - February 2012
AIG November 2010 - January 2011
JP Morgan March 2010 - September 2010
MTM June 2009 - February 2010
UBS Wealth Management September 2008 - May 2009
JPMorgan Chase May 2008 - August 2008
Skills
Microsoft Office, Software Documentation, Databases, Technical Recruiting, Contract Recruitment, Process Improvement, Sourcing, Applicant Tracking..., Visio, Talent Acquisition, Quality Assurance, Unix, Access, SDLC, Business Analysis, SQL, Data Warehousing, Troubleshooting, Information Technology
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
BBA, Computers Information Systems
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Human Resource
Signature Technology Group February 2014 - Present
Global Resources February 2013 - January 2014
Weight Watchers October 2012 - January 2013
Frederick Goldman March 2012 - March 2012
Global Resources February 2011 - February 2012
AIG November 2010 - January 2011
JP Morgan March 2010 - September 2010
MTM June 2009 - February 2010
UBS Wealth Management September 2008 - May 2009
JPMorgan Chase May 2008 - August 2008
Skills
Microsoft Office, Software Documentation, Databases, Technical Recruiting, Contract Recruitment, Process Improvement, Sourcing, Applicant Tracking..., Visio, Talent Acquisition, Quality Assurance, Unix, Access, SDLC, Business Analysis, SQL, Data Warehousing, Troubleshooting, Information Technology
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
BBA, Computers Information Systems
Baruch College, City University of New York (CUNY) 1995 — 1999
BBA, Human Resource
Shawn Norville Shawn Norville's J.P. Morgan Experience July 2010 - March 2013
Job Director of Finance and Administration at DDB
Industry Marketing and Advertising
Experience
DDB August 2013 - Present
JP Morgan July 2010 - March 2013
Citi February 2009 - July 2010
Citi September 2005 - January 2009
Citi January 2004 - September 2005
Skills
Investment Banking, Financial Modeling, Financial Analysis, Credit Analysis, Corporate Finance, Banking, Risk Management, Financial Reporting, Loans, Strategy, Management, Vendor Management, Leadership, Analysis, Finance, CRM, Strategic Planning
Education
Baruch College 1998 — 2003
Bachelor of Business Administration (B.B.A.)
DDB August 2013 - Present
JP Morgan July 2010 - March 2013
Citi February 2009 - July 2010
Citi September 2005 - January 2009
Citi January 2004 - September 2005
Skills
Investment Banking, Financial Modeling, Financial Analysis, Credit Analysis, Corporate Finance, Banking, Risk Management, Financial Reporting, Loans, Strategy, Management, Vendor Management, Leadership, Analysis, Finance, CRM, Strategic Planning
Education
Baruch College 1998 — 2003
Bachelor of Business Administration (B.B.A.)
Neil Syham Neil Syham's J.P. Morgan Experience September 2003 - May 2004
Job Culinary Consultant
Industry Food & Beverages
Experience
Adobo Shack July 2012 - Present
Lumpia Shack 2012 - Present
Right Stuff Foods May 2011 - Present
JPMorgan Chase January 2012 - August 2012
Anthion Management June 2010 - January 2012
Alloy Media + Marketing February 2008 - March 2010
Gramercy Park Hotel February 2007 - September 2007
Tides Seafood February 2006 - February 2007
Alloy Media + Marketing May 2004 - February 2007
JP Morgan September 2003 - May 2004
Skills
Menu Development, Food Cost Analysis, Ideas Development, Cooking, Culinary Education, Organics, Personal Chef Services, Culinary Skills, Culinary Management, Menu Costing, Advertising, Marketing, Sales, Microsoft Excel, Analysis, Restaurants, Event Management, Sales Management, Event Planning, Banquets, Social Media, Budgets, Customer Service, Hospitality, Microsoft Office, PowerPoint, Strategic Planning, Management, Microsoft Word, Income Statement, Purchasing, Team Management
Education
Institute of Culinary Education 2005 — 2006
Culinary and Management Programs, Restaurant, Culinary, and Catering Management/Manager
Binghamton University 1997 — 2001
BS, Financial Economics
Adobo Shack July 2012 - Present
Lumpia Shack 2012 - Present
Right Stuff Foods May 2011 - Present
JPMorgan Chase January 2012 - August 2012
Anthion Management June 2010 - January 2012
Alloy Media + Marketing February 2008 - March 2010
Gramercy Park Hotel February 2007 - September 2007
Tides Seafood February 2006 - February 2007
Alloy Media + Marketing May 2004 - February 2007
JP Morgan September 2003 - May 2004
Skills
Menu Development, Food Cost Analysis, Ideas Development, Cooking, Culinary Education, Organics, Personal Chef Services, Culinary Skills, Culinary Management, Menu Costing, Advertising, Marketing, Sales, Microsoft Excel, Analysis, Restaurants, Event Management, Sales Management, Event Planning, Banquets, Social Media, Budgets, Customer Service, Hospitality, Microsoft Office, PowerPoint, Strategic Planning, Management, Microsoft Word, Income Statement, Purchasing, Team Management
Education
Institute of Culinary Education 2005 — 2006
Culinary and Management Programs, Restaurant, Culinary, and Catering Management/Manager
Binghamton University 1997 — 2001
BS, Financial Economics
Joannie Morrison, PMP Joannie Morrison, PMP's J.P. Morgan Experience 2006 - 2008
Job Senior Project Manager at SunGard Financial Systems
Industry Information Technology and Services
Experience
SunGard Financial Systems August 2014 - Present
Information Technology April 2014 - Present
Cahaba GBA September 2011 - April 2014
Cahaba GBA, LLC November 2009 - October 2011
TEKsystems August 2008 - November 2009
Legacy Technology Services July 2006 - March 2008
JP Morgan 2006 - 2008
SunGard November 1977 - June 2006
Skills
Business Analysis, Project Portfolio..., Vendor Management, Requirements Analysis, SDLC, Project Management, PMP, Management, Process Improvement, Software Documentation, Project Planning, IT Management, Governance, Leadership, IT Strategy, Team Leadership, Certified Project..., HIPAA, Business Process..., Disaster Recovery, Strategy, Quality Assurance, Change Management, PMO, Information Security, Risk Management
Education
University of Phoenix 2005 — 2011
Bachelor's Degree, Management, 3.98 GPA
Birmingham-Southern College 1986 — 1989
Southern Trust School
Jefferson State Junior College 1983 — 1985
Associate's Degree, Computer Science, 3.97 GPA
University of Alabama at Birmingham 1977 — 1983
Business
SunGard Financial Systems August 2014 - Present
Information Technology April 2014 - Present
Cahaba GBA September 2011 - April 2014
Cahaba GBA, LLC November 2009 - October 2011
TEKsystems August 2008 - November 2009
Legacy Technology Services July 2006 - March 2008
JP Morgan 2006 - 2008
SunGard November 1977 - June 2006
Skills
Business Analysis, Project Portfolio..., Vendor Management, Requirements Analysis, SDLC, Project Management, PMP, Management, Process Improvement, Software Documentation, Project Planning, IT Management, Governance, Leadership, IT Strategy, Team Leadership, Certified Project..., HIPAA, Business Process..., Disaster Recovery, Strategy, Quality Assurance, Change Management, PMO, Information Security, Risk Management
Education
University of Phoenix 2005 — 2011
Bachelor's Degree, Management, 3.98 GPA
Birmingham-Southern College 1986 — 1989
Southern Trust School
Jefferson State Junior College 1983 — 1985
Associate's Degree, Computer Science, 3.97 GPA
University of Alabama at Birmingham 1977 — 1983
Business
Andrew Lane Andrew Lane's J.P. Morgan Experience July 1997 - September 2000
Job Johnson Family Foundation
Industry Philanthropy
Experience
Johnson Family Foundation November 2007 - Present
US Trust October 2000 - November 2007
JP Morgan July 1997 - September 2000
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Master of Science in Education, School of Public Affairs
Hamilton College 1993 — 1997
Bachelor of Arts
Johnson Family Foundation November 2007 - Present
US Trust October 2000 - November 2007
JP Morgan July 1997 - September 2000
Education
Baruch College, City University of New York (CUNY) 2013 — 2015
Master of Science in Education, School of Public Affairs
Hamilton College 1993 — 1997
Bachelor of Arts
Howard Reba, CPA, MBA's J.P. Morgan Experience 1989 - 1995
Job Finance Leader Driving Performance Improvement
Industry Venture Capital & Private Equity
Experience
973.390.2207 January 2013 - Present
Dorn Advisors LLC January 2013 - Present
Fidelus Technologies 2012 - 2013
External IT 2011 - 2012
Tradeware Global Corporation and SS&C Technologies, Inc. 2009 - 2011
The CIT Group 2006 - 2008
IBM Business Consulting Services (Formerly PwC Consulting) 1999 - 2006
Research Partners Internatonal 1995 - 1999
JP Morgan 1989 - 1995
Ernst & Whinney 1986 - 1989
Skills
Managerial Finance, Mergers & Acquisitions, Executive Management, Finance, Analysis, Strategy, Cross-functional Team..., Accounting, Strategic Financial..., Corporate Finance, Internal Controls, Forecasting, Risk Management, Financial Analysis, Restructuring, Financial Reporting, Due Diligence, Financial Modeling, Cash Management, Shared Services, Acquisition Integration, Cash Flow, Banking, Budgets, Change Management, Performance Improvement, Private Equity, GAAP, Capital Markets, Consolidation, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Financial Services, Budgeting, P&L, IPO, Mergers, Financial Management, General Ledger, Revenue Recognition, Hyperion Enterprise, Cost Accounting, Auditing, Financial Planning, Divestitures, Hyperion, SOX, Audit, Business Development
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and Management
Binghamton University - School of Management 1982 — 1986
BS, Accounting
973.390.2207 January 2013 - Present
Dorn Advisors LLC January 2013 - Present
Fidelus Technologies 2012 - 2013
External IT 2011 - 2012
Tradeware Global Corporation and SS&C Technologies, Inc. 2009 - 2011
The CIT Group 2006 - 2008
IBM Business Consulting Services (Formerly PwC Consulting) 1999 - 2006
Research Partners Internatonal 1995 - 1999
JP Morgan 1989 - 1995
Ernst & Whinney 1986 - 1989
Skills
Managerial Finance, Mergers & Acquisitions, Executive Management, Finance, Analysis, Strategy, Cross-functional Team..., Accounting, Strategic Financial..., Corporate Finance, Internal Controls, Forecasting, Risk Management, Financial Analysis, Restructuring, Financial Reporting, Due Diligence, Financial Modeling, Cash Management, Shared Services, Acquisition Integration, Cash Flow, Banking, Budgets, Change Management, Performance Improvement, Private Equity, GAAP, Capital Markets, Consolidation, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Financial Services, Budgeting, P&L, IPO, Mergers, Financial Management, General Ledger, Revenue Recognition, Hyperion Enterprise, Cost Accounting, Auditing, Financial Planning, Divestitures, Hyperion, SOX, Audit, Business Development
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
MBA, Finance and Management
Binghamton University - School of Management 1982 — 1986
BS, Accounting
LASANDA SHEPPY LASANDA SHEPPY's J.P. Morgan Experience April 2007 - November 2009
Job Owner, ARDYSS INTERNATIONAL
Industry Health, Wellness and Fitness
Experience
Ardyss International October 2010 - Present
Mary Kay April 2009 - Present
JP Morgan April 2007 - November 2009
Education
Berkeley College
BS, Finance
Ardyss International October 2010 - Present
Mary Kay April 2009 - Present
JP Morgan April 2007 - November 2009
Education
Berkeley College
BS, Finance
Brian Seidman Brian Seidman's J.P. Morgan Experience 1983 - 2000
Job Regional Managing Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management January 2015 - Present
Long Island Cares - The Harry Chapin Food Bank 2004 - Present
U.S. Trust December 2013 - December 2014
U.S. Trust 2002 - December 2013
Bank of America 2004 - 2007
Columbia Management 2002 - 2004
Julius Baer Asset Management April 2000 - September 2001
JP Morgan 1983 - 2000
Deloitte Haskins & Sells 1980 - 1983
Skills
Asset Allocation, Wealth Management, Global Investment..., Business Strategy, Sales Management, Portfolio Management, Strategic Leadership, Team Leadership, Team Building, Cross Functional Team..., Investment Strategies, Private Banking, Trust Management, Wealth Transfer, Change Management, Recruiting, Strategic Hiring, Alternative Investments, Client Relations, Staff Development
Education
Binghamton University - School of Management
Wharton Executive Leadership Program
BNY Mellon Wealth Management January 2015 - Present
Long Island Cares - The Harry Chapin Food Bank 2004 - Present
U.S. Trust December 2013 - December 2014
U.S. Trust 2002 - December 2013
Bank of America 2004 - 2007
Columbia Management 2002 - 2004
Julius Baer Asset Management April 2000 - September 2001
JP Morgan 1983 - 2000
Deloitte Haskins & Sells 1980 - 1983
Skills
Asset Allocation, Wealth Management, Global Investment..., Business Strategy, Sales Management, Portfolio Management, Strategic Leadership, Team Leadership, Team Building, Cross Functional Team..., Investment Strategies, Private Banking, Trust Management, Wealth Transfer, Change Management, Recruiting, Strategic Hiring, Alternative Investments, Client Relations, Staff Development
Education
Binghamton University - School of Management
Wharton Executive Leadership Program
Christopher W. Wyatt Christopher W. Wyatt's J.P. Morgan Experience September 2000 - February 2007
Job The Navigation Financial Group
Industry Investment Management
Experience
Navigation Financial Group February 2008 - Present
First Horizon 2007 - 2008
JP Morgan September 2000 - February 2007
Skills
Investments, Series 7, Strategic Financial..., Strategy, Securities, Retirement, Financial Services, Finance, Insurance, Mutual Funds, High Net Worth..., Series 63, Asset Allocation, Fixed Income, Investment Strategies, Financial Advisory, Portfolio Management, Wealth Management, Estate Planning, Asset Managment, Retirement Planning, Alternative Investments, FINRA, Private Banking, Series 65, Series 6, 401k, AT&T Pension Plans, AT&T Connect, AT&T 401k plans, CWA, Relationship Management, IRAs, Investment Management, Wealth Management..., Equities, Investment Advisory
Education
Southern Methodist University 2003 — 2005
Master of Business Administration (MBA), Finance, Strategy & Entrepreneurship
Southern Methodist University - Cox School of Business 2003 — 2005
Master of Business Administration (MBA), Finance, Strategy & Entrepreneurship
Baylor University 1996 — 2000
BBA, Entrepreneurship, Business Broadcasting
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Entrepreneurship, Business-Broadcasting
Lakeview Centennial High School 1992 — 1996
Navigation Financial Group February 2008 - Present
First Horizon 2007 - 2008
JP Morgan September 2000 - February 2007
Skills
Investments, Series 7, Strategic Financial..., Strategy, Securities, Retirement, Financial Services, Finance, Insurance, Mutual Funds, High Net Worth..., Series 63, Asset Allocation, Fixed Income, Investment Strategies, Financial Advisory, Portfolio Management, Wealth Management, Estate Planning, Asset Managment, Retirement Planning, Alternative Investments, FINRA, Private Banking, Series 65, Series 6, 401k, AT&T Pension Plans, AT&T Connect, AT&T 401k plans, CWA, Relationship Management, IRAs, Investment Management, Wealth Management..., Equities, Investment Advisory
Education
Southern Methodist University 2003 — 2005
Master of Business Administration (MBA), Finance, Strategy & Entrepreneurship
Southern Methodist University - Cox School of Business 2003 — 2005
Master of Business Administration (MBA), Finance, Strategy & Entrepreneurship
Baylor University 1996 — 2000
BBA, Entrepreneurship, Business Broadcasting
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Entrepreneurship, Business-Broadcasting
Lakeview Centennial High School 1992 — 1996
Emirhan Sahinoz's J.P. Morgan Experience July 2011 - August 2011
Job Marketing Strategy Intern at The CocaCola Company
Industry Market Research
Experience
The Coca-Cola Company June 2015 - July 2015
PricewaterhouseCoopers August 2014 - September 2014
JP Morgan July 2011 - August 2011
Skills
Digital Marketing, Market Analysis, Marketing Strategy, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, HTML, Social Media, Research, Microsoft Word, Windows, Outlook, Public Speaking, Facebook, Management, Marketing, Market Research, Strategic Planning, New Business Development, Data Analysis, Social Media Marketing, Databases, Analysis, Social Networking, Project Management, CRM, Marketing Communications, Statistical Data..., SEO, SEM, Business Intelligence, Strategy, Leadership, Business Strategy, SPSS
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Marketing
Alev High School 2008 — 2012
High School, German Language and Literature, 4.69 out of 5.00
The Coca-Cola Company June 2015 - July 2015
PricewaterhouseCoopers August 2014 - September 2014
JP Morgan July 2011 - August 2011
Skills
Digital Marketing, Market Analysis, Marketing Strategy, Microsoft Excel, Microsoft Office, Teamwork, PowerPoint, HTML, Social Media, Research, Microsoft Word, Windows, Outlook, Public Speaking, Facebook, Management, Marketing, Market Research, Strategic Planning, New Business Development, Data Analysis, Social Media Marketing, Databases, Analysis, Social Networking, Project Management, CRM, Marketing Communications, Statistical Data..., SEO, SEM, Business Intelligence, Strategy, Leadership, Business Strategy, SPSS
Education
Bentley University 2012 — 2016
Bachelor’s Degree, Marketing
Alev High School 2008 — 2012
High School, German Language and Literature, 4.69 out of 5.00
Daniel Ji Daniel Ji's J.P. Morgan Experience April 2011 - April 2013
Job Business Consultant at Cassiopae
Industry Financial Services
Experience
Cassiopae March 2015 - Present
Cassiopae April 2013 - March 2015
JP Morgan April 2011 - April 2013
National Grid October 2008 - May 2009
Boston National Capital Partners September 2008 - December 2008
Lexicon Management LLC. June 2008 - August 2008
Boston Lyric Opera October 2007 - May 2008
Republic of Korea Army April 2003 - June 2006
Skills
Bloomberg, Factset, Statistics, Excel, Microsoft Office, Morningstar, Financial Modeling, Quantitative Analysis, Financial Markets, Industry Analysis, Investments, Microsoft Excel, Competitive Analysis, Financial Analysis, Quantitative Analytics, FX Options, Finance, Portfolio Management, Analysis, Fixed Income, Hedge Funds, Strategy, Trading, Valuation, Market Research, Leadership, Economics
Education
Boston University - School of Management 2009 — 2010
Post Graduate Master Level Certificate, Mathematical Finance
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA / MSF, Finance
University of Massachusetts, Amherst 1996 — 2002
BS, Chemical Engineering
Cassiopae March 2015 - Present
Cassiopae April 2013 - March 2015
JP Morgan April 2011 - April 2013
National Grid October 2008 - May 2009
Boston National Capital Partners September 2008 - December 2008
Lexicon Management LLC. June 2008 - August 2008
Boston Lyric Opera October 2007 - May 2008
Republic of Korea Army April 2003 - June 2006
Skills
Bloomberg, Factset, Statistics, Excel, Microsoft Office, Morningstar, Financial Modeling, Quantitative Analysis, Financial Markets, Industry Analysis, Investments, Microsoft Excel, Competitive Analysis, Financial Analysis, Quantitative Analytics, FX Options, Finance, Portfolio Management, Analysis, Fixed Income, Hedge Funds, Strategy, Trading, Valuation, Market Research, Leadership, Economics
Education
Boston University - School of Management 2009 — 2010
Post Graduate Master Level Certificate, Mathematical Finance
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA / MSF, Finance
University of Massachusetts, Amherst 1996 — 2002
BS, Chemical Engineering
Kelley Jones Kelley Jones's J.P. Morgan Experience October 2007 - April 2013
Job Senior Executive Assistant / Office Manager at JEMB Realty
Industry Real Estate
Experience
JEMB Realty April 2013 - Present
JP Morgan October 2007 - April 2013
Bear Stearns October 2007 - March 2008
Kushner Companies November 2000 - August 2007
Education
Butler High School 1995 — 1999
Berkeley College
Business Management
JEMB Realty April 2013 - Present
JP Morgan October 2007 - April 2013
Bear Stearns October 2007 - March 2008
Kushner Companies November 2000 - August 2007
Education
Butler High School 1995 — 1999
Berkeley College
Business Management
Jenniffer Heslop Jenniffer Heslop's J.P. Morgan Experience August 1992 - August 1993
Job Sr. Administrative Assistant Investment Technology at New York Life Insurance Company
Industry Marketing and Advertising
Experience
New York Life Insurance Company April 2014 - Present
Interbrand August 2009 - February 2014
Sonnenschein Nath & Rosenthal LLP January 2009 - August 2009
Thacher Proffitt & Wood LLP September 1998 - December 2008
New York Life June 1994 - September 1998
JP Morgan August 1992 - August 1993
Skills
Employee Relations, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Recruiting, Project Management, Internal Communications, Event Planning, HRIS, Outlook, Human Resources, Performance Management, Social Networking, Applicant Tracking..., Social Media Marketing, Interviews, Advertising, Finance, Leadership, Market Research, Marketing Strategy, Marketing Communications, Marketing, Management, Policy, Event Management, Fundraising, Research, Training, Public Relations, Budgets, Nonprofits, New Business Development, Time Management, Onboarding, Strategic Planning, Administrative..., Organizational..., CRM, Team Building, Strategy, Talent Management, Employee Engagement, Business Development, Corporate Branding, Employee Benefits, Account Management, Talent Acquisition, Integrated Marketing
Education
New York University 2000 — 2003
Master of Arts, Educational Psychology - Statistics
Baruch College, City University of New York (CUNY) 1993 — 1998
Bachelors, Psychology
New York Life Insurance Company April 2014 - Present
Interbrand August 2009 - February 2014
Sonnenschein Nath & Rosenthal LLP January 2009 - August 2009
Thacher Proffitt & Wood LLP September 1998 - December 2008
New York Life June 1994 - September 1998
JP Morgan August 1992 - August 1993
Skills
Employee Relations, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Recruiting, Project Management, Internal Communications, Event Planning, HRIS, Outlook, Human Resources, Performance Management, Social Networking, Applicant Tracking..., Social Media Marketing, Interviews, Advertising, Finance, Leadership, Market Research, Marketing Strategy, Marketing Communications, Marketing, Management, Policy, Event Management, Fundraising, Research, Training, Public Relations, Budgets, Nonprofits, New Business Development, Time Management, Onboarding, Strategic Planning, Administrative..., Organizational..., CRM, Team Building, Strategy, Talent Management, Employee Engagement, Business Development, Corporate Branding, Employee Benefits, Account Management, Talent Acquisition, Integrated Marketing
Education
New York University 2000 — 2003
Master of Arts, Educational Psychology - Statistics
Baruch College, City University of New York (CUNY) 1993 — 1998
Bachelors, Psychology
Irene Belinsky Irene Belinsky's J.P. Morgan Experience July 1997 - August 1997
Job Sr PM/PMO Consultant
Industry Banking
Experience
UBS Investment Bank May 2015 - Present
IBEL CORP August 2012 - Present
Citigroup September 2012 - January 2015
Federal Home Loan Bank of New York November 2006 - August 2012
UBS Wealth Management August 1999 - November 2006
Bankers Trust July 1998 - August 1998
JP Morgan July 1997 - August 1997
The New Yorker June 1996 - August 1996
Skills
User Acceptance Testing, Project Management, Business Requirements, Vendor Management, SDLC, Visio, Business Analysis, PMO, Requirements Analysis, Project Portfolio..., SharePoint, Program Management, PMP, IT Management, IT Strategy, MS Project, Requirements Gathering, Software Project..., Change Management, Project Delivery, Information Technology
Education
City University of New York-Baruch College 2001 — 2005
MBA, International Business, 3.4
City University of New York-Baruch College 1996 — 1999
BBA, Information Systems
Rutgers University-New Brunswick 1994 — 1996
Information Systems
New York University
UBS Investment Bank May 2015 - Present
IBEL CORP August 2012 - Present
Citigroup September 2012 - January 2015
Federal Home Loan Bank of New York November 2006 - August 2012
UBS Wealth Management August 1999 - November 2006
Bankers Trust July 1998 - August 1998
JP Morgan July 1997 - August 1997
The New Yorker June 1996 - August 1996
Skills
User Acceptance Testing, Project Management, Business Requirements, Vendor Management, SDLC, Visio, Business Analysis, PMO, Requirements Analysis, Project Portfolio..., SharePoint, Program Management, PMP, IT Management, IT Strategy, MS Project, Requirements Gathering, Software Project..., Change Management, Project Delivery, Information Technology
Education
City University of New York-Baruch College 2001 — 2005
MBA, International Business, 3.4
City University of New York-Baruch College 1996 — 1999
BBA, Information Systems
Rutgers University-New Brunswick 1994 — 1996
Information Systems
New York University
Chris Boyle's J.P. Morgan Experience June 2002 - June 2005
Job Corporate Development and M&A at Sabre Corporation
Industry Information Technology and Services
Experience
Sabre Corporation July 2015 - Present
Telescope June 2012 - Present
TuneCore November 2014 - April 2015
Moorgate Partners July 2009 - December 2014
Wachovia Securities July 2006 - June 2009
MTM Technologies June 2005 - June 2006
JP Morgan June 2002 - June 2005
Balanced Scorecard Collaborative March 1999 - August 2000
US Navy June 1994 - September 1998
Skills
Financial Modeling, Mergers, Strategic Partnerships, Investment Banking, Private Equity, M&A experience, Corporate Finance, Capital Markets, Negotiation, Media, Digital Media, Mergers & Acquisitions, Acquisitions, Investments, Executive Management, Valuation, Capital Raising, Venture Capital, LBO, Leveraged Finance, Financial Advisory, Strategy, Due Diligence, Corporate Development, Business Strategy, Start-ups, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
M.B.A., Finance
Boston College 1990 — 1994
B.A., Economics
Deerfield Academy 1989 — 1990
Belmont Hill School 1985 — 1989
Sabre Corporation July 2015 - Present
Telescope June 2012 - Present
TuneCore November 2014 - April 2015
Moorgate Partners July 2009 - December 2014
Wachovia Securities July 2006 - June 2009
MTM Technologies June 2005 - June 2006
JP Morgan June 2002 - June 2005
Balanced Scorecard Collaborative March 1999 - August 2000
US Navy June 1994 - September 1998
Skills
Financial Modeling, Mergers, Strategic Partnerships, Investment Banking, Private Equity, M&A experience, Corporate Finance, Capital Markets, Negotiation, Media, Digital Media, Mergers & Acquisitions, Acquisitions, Investments, Executive Management, Valuation, Capital Raising, Venture Capital, LBO, Leveraged Finance, Financial Advisory, Strategy, Due Diligence, Corporate Development, Business Strategy, Start-ups, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
M.B.A., Finance
Boston College 1990 — 1994
B.A., Economics
Deerfield Academy 1989 — 1990
Belmont Hill School 1985 — 1989
Elizabeth McCool's J.P. Morgan Experience February 2010 - April 2010
Job Financial Analyst at GE Software
Industry Financial Services
Experience
GE Software August 2013 - Present
General Electric (GE) July 2011 - August 2013
General Electric June 2010 - August 2010
JP Morgan February 2010 - April 2010
Morgan Stanley June 2009 - August 2009
Skills
Valuation, Financial Analysis, Finance, Financial Modeling, Private Equity, Financial Reporting, Fixed Income, Managerial Finance, Microsoft Excel, PowerPoint, FX Options, Strategic Financial..., Bloomberg, Corporate Finance, Forecasting, Mergers, Portfolio Management
Education
Boston College 2007 — 2011
BS, Finance and Marketing
Boston University London Internship Program 2010 — 2010
Finance
GE Software August 2013 - Present
General Electric (GE) July 2011 - August 2013
General Electric June 2010 - August 2010
JP Morgan February 2010 - April 2010
Morgan Stanley June 2009 - August 2009
Skills
Valuation, Financial Analysis, Finance, Financial Modeling, Private Equity, Financial Reporting, Fixed Income, Managerial Finance, Microsoft Excel, PowerPoint, FX Options, Strategic Financial..., Bloomberg, Corporate Finance, Forecasting, Mergers, Portfolio Management
Education
Boston College 2007 — 2011
BS, Finance and Marketing
Boston University London Internship Program 2010 — 2010
Finance
Jessie Lipskin's J.P. Morgan Experience March 2013 - Present
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2013 - Present
The Brummy Brothers 2012 - 2015
J.P. Morgan March 2011 - February 2013
JP Morgan July 2010 - March 2011
Binghamton University Foundation January 2007 - December 2009
J.P. Morgan June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Bear Stearns March 2008 - March 2008
Bear Stearns June 2007 - August 2007
The Children's Place June 2006 - August 2006
Skills
Equities, Financial Analysis, Investment Banking, Securities, Capital Markets, Microsoft Excel, Derivatives, Portfolio Management, Bloomberg, Fixed Income, Financial Modeling, PowerPoint, Public Speaking, Trading, Strategy, Options
Education
University of Cape Town 2010 — 2010
Economics, Economics
Binghamton University - School of Management 2006 — 2010
B.S., Financial Economics
State University of New York at Binghamton 2006 — 2010
B.S., Financial Economics
J.P. Morgan March 2013 - Present
The Brummy Brothers 2012 - 2015
J.P. Morgan March 2011 - February 2013
JP Morgan July 2010 - March 2011
Binghamton University Foundation January 2007 - December 2009
J.P. Morgan June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Bear Stearns March 2008 - March 2008
Bear Stearns June 2007 - August 2007
The Children's Place June 2006 - August 2006
Skills
Equities, Financial Analysis, Investment Banking, Securities, Capital Markets, Microsoft Excel, Derivatives, Portfolio Management, Bloomberg, Fixed Income, Financial Modeling, PowerPoint, Public Speaking, Trading, Strategy, Options
Education
University of Cape Town 2010 — 2010
Economics, Economics
Binghamton University - School of Management 2006 — 2010
B.S., Financial Economics
State University of New York at Binghamton 2006 — 2010
B.S., Financial Economics
Barry Beal Barry Beal's J.P. Morgan Experience June 1989 - October 2006
Job Partner & Managing Director at Covenant Multifamily Office, LLC
Industry Financial Services
Experience
Covenant Multifamily Offices, LLC April 2012 - Present
True North Advisors April 2010 - April 2012
Frost Bank October 2008 - February 2010
BOK Financial November 2006 - June 2008
JP Morgan June 1989 - October 2006
Education
Baylor University 1984 — 1989
BBA, Finance/Accounting
Covenant Multifamily Offices, LLC April 2012 - Present
True North Advisors April 2010 - April 2012
Frost Bank October 2008 - February 2010
BOK Financial November 2006 - June 2008
JP Morgan June 1989 - October 2006
Education
Baylor University 1984 — 1989
BBA, Finance/Accounting
Will Kwan's J.P. Morgan Experience June 1991 - August 1991
Job Global Head of Corporate Services and Real Estate Technology at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2005 - Present
Goldman Sachs February 2002 - June 2005
Goldman Sachs May 1998 - February 2002
Goldman Sachs June 1992 - May 1998
JP Morgan June 1991 - August 1991
Skills
Sybase, Visio, Microsoft SQL Server, Requirements Analysis, XML, SQL, Java, Project Management, Software Development, DB2, Integration, Risk Management, Auditing, Leadership, Business Analysis, MS Project, Team Leadership, Member of Toastmasters, Management, Project Planning, SDLC, Budgets, Vendor Management, Financial Services, Finance
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance, Information Systems
Binghamton University - School of Management 1988 — 1992
BS, Management
Midwood High School 1985 — 1988
Goldman Sachs June 2005 - Present
Goldman Sachs February 2002 - June 2005
Goldman Sachs May 1998 - February 2002
Goldman Sachs June 1992 - May 1998
JP Morgan June 1991 - August 1991
Skills
Sybase, Visio, Microsoft SQL Server, Requirements Analysis, XML, SQL, Java, Project Management, Software Development, DB2, Integration, Risk Management, Auditing, Leadership, Business Analysis, MS Project, Team Leadership, Member of Toastmasters, Management, Project Planning, SDLC, Budgets, Vendor Management, Financial Services, Finance
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance, Information Systems
Binghamton University - School of Management 1988 — 1992
BS, Management
Midwood High School 1985 — 1988
Joshua Sudarma Joshua Sudarma's J.P. Morgan Experience June 2010 - November 2011
Job Project Manager / Editor at The Affari Project
Industry Writing and Editing
Experience
The Affari Project November 2011 - Present
JP Morgan June 2010 - November 2011
FXCM September 2008 - June 2010
FXCM March 2007 - September 2008
ABC News June 2006 - March 2007
Myredstar Magazine July 2004 - December 2005
Skills
Writing, Copy Editing, Sales Support, Customer Relations, Editing, Customer Service, Strategic Planning, Sales Operations, SEO, Marketing, Project Planning, Analysis, CRM, Project Management, Management, Business Development, Online Marketing, Social Networking, Social Media Marketing
Education
Bob Jones University 1998 — 2002
B.A., Creative Writing/Business Administration
The Affari Project November 2011 - Present
JP Morgan June 2010 - November 2011
FXCM September 2008 - June 2010
FXCM March 2007 - September 2008
ABC News June 2006 - March 2007
Myredstar Magazine July 2004 - December 2005
Skills
Writing, Copy Editing, Sales Support, Customer Relations, Editing, Customer Service, Strategic Planning, Sales Operations, SEO, Marketing, Project Planning, Analysis, CRM, Project Management, Management, Business Development, Online Marketing, Social Networking, Social Media Marketing
Education
Bob Jones University 1998 — 2002
B.A., Creative Writing/Business Administration
Richard Feazell Richard Feazell's J.P. Morgan Experience 2008 - June 2011
Job Senior Vice President Bank of America Merrill Lynch
Industry Oil & Energy
Experience
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch June 2011 - February 2014
JP Morgan 2008 - June 2011
KPMG Advisory 2006 - 2008
KPMG LLP 2006 - 2008
Apache Corporation January 2004 - 2006
Skills
Commodities, Credit, Gas, Financial Analysis, Valuation, Investment Banking, Derivatives, Energy, Risk Management, Oil, Natural Gas, Energy Trading, Corporate Finance, Bloomberg, Risk, Options, Forecasting, Financial Reporting, SOX, Structuring, Compliance, Excel, Economics, Credit Risk, SAP, Cash Flow, Enterprise Risk..., Business Strategy, Market Risk, Corporate risk, Commodity Markets, Petroleum, Commodity, Strategy, Finance, Financial Modeling, Due Diligence, Hedging, Structured Finance, Hedge Funds, Equities, Capital Markets, Fixed Income, Asset Management, Project Finance
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance and Management
Baylor University - Hankamer School of Business
BBA, Economics
Baylor University - Hankamer School of Business
BBA, Marketing/Professional Selling
Bank of America Merrill Lynch February 2014 - Present
Bank of America Merrill Lynch June 2011 - February 2014
JP Morgan 2008 - June 2011
KPMG Advisory 2006 - 2008
KPMG LLP 2006 - 2008
Apache Corporation January 2004 - 2006
Skills
Commodities, Credit, Gas, Financial Analysis, Valuation, Investment Banking, Derivatives, Energy, Risk Management, Oil, Natural Gas, Energy Trading, Corporate Finance, Bloomberg, Risk, Options, Forecasting, Financial Reporting, SOX, Structuring, Compliance, Excel, Economics, Credit Risk, SAP, Cash Flow, Enterprise Risk..., Business Strategy, Market Risk, Corporate risk, Commodity Markets, Petroleum, Commodity, Strategy, Finance, Financial Modeling, Due Diligence, Hedging, Structured Finance, Hedge Funds, Equities, Capital Markets, Fixed Income, Asset Management, Project Finance
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance and Management
Baylor University - Hankamer School of Business
BBA, Economics
Baylor University - Hankamer School of Business
BBA, Marketing/Professional Selling
Anna Martynova, CFA Anna Martynova, CFA's J.P. Morgan Experience January 2008 - June 2013
Job PNC Financial Services
Industry Investment Management
Experience
PNC July 2013 - Present
JP Morgan January 2008 - June 2013
Iona College 2007 - 2008
University of Bridgeport 2007 - 2008
Morgan Stanley 2003 - 2007
Baylor University 2002 - 2003
Freddie Mac 1999 - 2001
Skills
Equities, Derivatives, Fixed Income, Capital Markets, Bloomberg, Financial Modeling, Investments, Investment Banking, Structured Products, Equity Derivatives, Hedge Funds, Portfolio Management, Financial Structuring, Financial Markets, Asset Management, Trading, Structured Finance, Securities, Bonds, Financial Analysis, Valuation, Alternative Investments, FX Options, Private Equity, Options
Education
Chartered Financial Analyst 2004 — 2007
Designation Awarded 2007
Baylor University - Hankamer School of Business 2002 — 2003
Master's degree, Economics, GPA 4.0
George Mason University 1996 — 1999
Bachelor of Science (BS), Finance, GPA 3.9
PNC July 2013 - Present
JP Morgan January 2008 - June 2013
Iona College 2007 - 2008
University of Bridgeport 2007 - 2008
Morgan Stanley 2003 - 2007
Baylor University 2002 - 2003
Freddie Mac 1999 - 2001
Skills
Equities, Derivatives, Fixed Income, Capital Markets, Bloomberg, Financial Modeling, Investments, Investment Banking, Structured Products, Equity Derivatives, Hedge Funds, Portfolio Management, Financial Structuring, Financial Markets, Asset Management, Trading, Structured Finance, Securities, Bonds, Financial Analysis, Valuation, Alternative Investments, FX Options, Private Equity, Options
Education
Chartered Financial Analyst 2004 — 2007
Designation Awarded 2007
Baylor University - Hankamer School of Business 2002 — 2003
Master's degree, Economics, GPA 4.0
George Mason University 1996 — 1999
Bachelor of Science (BS), Finance, GPA 3.9
Dawn Antoine Dawn Antoine's J.P. Morgan Experience 2007 - 2008
Job Business Operations Manager at Success Academy Charter Schools
Industry Education Management
Experience
Success Academy Charter Schools June 2012 - Present
Center City Public Charter Schools 2011 - 2012
Teach For America June 2011 - August 2011
Teaching For Change 2010 - 2011
George Washington University Black MBA Association 2010 - 2011
Chase October 2009 - August 2010
Education Pioneers 2010 - 2010
JPMC September 2007 - September 2009
jp morgan 2007 - 2008
Skills
Financial Modeling, Microsoft Office, Financial Analysis, Strategic Planning, Management, Research, Investments, Data Analysis, Public Speaking, Leadership, Nonprofits, Teaching, Analysis, Program Management
Education
The George Washington University - School of Business 2010 — 2012
MBA
Binghamton University 2003 — 2007
BS, Finance
Sheepshead Bay High School 1999 — 2003
Success Academy Charter Schools June 2012 - Present
Center City Public Charter Schools 2011 - 2012
Teach For America June 2011 - August 2011
Teaching For Change 2010 - 2011
George Washington University Black MBA Association 2010 - 2011
Chase October 2009 - August 2010
Education Pioneers 2010 - 2010
JPMC September 2007 - September 2009
jp morgan 2007 - 2008
Skills
Financial Modeling, Microsoft Office, Financial Analysis, Strategic Planning, Management, Research, Investments, Data Analysis, Public Speaking, Leadership, Nonprofits, Teaching, Analysis, Program Management
Education
The George Washington University - School of Business 2010 — 2012
MBA
Binghamton University 2003 — 2007
BS, Finance
Sheepshead Bay High School 1999 — 2003
Susan Peng Susan Peng's J.P. Morgan Experience October 2013 - Present
Job Vice President, Group Product Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
JP Morgan May 2010 - October 2013
Motorola January 2006 - May 2010
Motorola 2000 - 2006
Acxiom 1998 - 2000
Skills
Product Management, Product Development, Business Development, Software Development, Strategy, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Marketing
Illinois State University 1996 — 1998
Master's degree, Computer Science, 4.0
Beijing University of Post and Telecommunications 1991 — 1995
Bachelor of Engineering (B.E.) with High Honor
J.P. Morgan October 2013 - Present
JP Morgan May 2010 - October 2013
Motorola January 2006 - May 2010
Motorola 2000 - 2006
Acxiom 1998 - 2000
Skills
Product Management, Product Development, Business Development, Software Development, Strategy, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Marketing
Illinois State University 1996 — 1998
Master's degree, Computer Science, 4.0
Beijing University of Post and Telecommunications 1991 — 1995
Bachelor of Engineering (B.E.) with High Honor
Dinesh Pillay's J.P. Morgan Experience June 2009 - May 2010
Job Senior Manager @ Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley June 2012 - Present
Cognilytics, Inc. May 2010 - April 2012
JP Morgan June 2009 - May 2010
TIBCO May 2008 - January 2009
Symantec October 2006 - May 2008
Sapient Corporation March 2005 - October 2006
Skills
Java, Agile Methodologies, Management, Leadership, Enterprise Architecture, Unix, SDLC, SOA, Software Project..., Java Enterprise Edition, Software Development, Web Services, Scrum, XML, Hadoop, Spring, Business Intelligence, Cloud Computing, Product Management, Memcached, Databases, Haskell, Software Design, Amazon Web Services..., Analytics, R
Education
Bharati Vidyapeeth 2000 — 2004
Bachelor of Engineering, Instrumentation
St. Xavier's College
Morgan Stanley June 2012 - Present
Cognilytics, Inc. May 2010 - April 2012
JP Morgan June 2009 - May 2010
TIBCO May 2008 - January 2009
Symantec October 2006 - May 2008
Sapient Corporation March 2005 - October 2006
Skills
Java, Agile Methodologies, Management, Leadership, Enterprise Architecture, Unix, SDLC, SOA, Software Project..., Java Enterprise Edition, Software Development, Web Services, Scrum, XML, Hadoop, Spring, Business Intelligence, Cloud Computing, Product Management, Memcached, Databases, Haskell, Software Design, Amazon Web Services..., Analytics, R
Education
Bharati Vidyapeeth 2000 — 2004
Bachelor of Engineering, Instrumentation
St. Xavier's College
Russ Abramson's J.P. Morgan Experience September 1999 - Present
Job VP at JP Morgan
Industry Investment Banking
Experience
JP Morgan September 1999 - Present
Goelet June 1997 - September 1999
Guardian Life Insurance Company of America September 1993 - June 1997
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
MBA, Computer Information Systems
Binghamton University 1989 — 1993
BA, Mathematics
JP Morgan September 1999 - Present
Goelet June 1997 - September 1999
Guardian Life Insurance Company of America September 1993 - June 1997
Education
Baruch College, City University of New York (CUNY) 1996 — 1999
MBA, Computer Information Systems
Binghamton University 1989 — 1993
BA, Mathematics
V. Paul Lisanke, CAIA's J.P. Morgan Experience January 2014 - Present
Job Executive Director at JP Morgan Private Bank
Industry Investment Management
Experience
JP Morgan January 2014 - Present
JP Morgan April 2010 - December 2013
Atlantic Trust 2003 - April 2010
Bear Stearns 2000 - 2001
J.P. Morgan 1998 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Boston College 1993 — 1997
BA, English, with a minor in Film Studies
CAIA Chartered Alternative Investment Analyst
CAIA
JP Morgan January 2014 - Present
JP Morgan April 2010 - December 2013
Atlantic Trust 2003 - April 2010
Bear Stearns 2000 - 2001
J.P. Morgan 1998 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Boston College 1993 — 1997
BA, English, with a minor in Film Studies
CAIA Chartered Alternative Investment Analyst
CAIA
Sudhir Mummaneni's J.P. Morgan Experience July 2012 - September 2014
Job
Industry Financial Services
Experience
Bloomberg LP October 2014 - Present
J.P. Morgan July 2012 - September 2014
JP Morgan March 2008 - June 2012
Bear Stearns July 2002 - 2008
Goldman Sachs 1998 - 2002
Analysts International Corporation (AIC) 1994 - 1998
National Computer Systems 1992 - 1994
Skills
Fixed Income, Securitization, Derivatives, Investment Banking, Equities, Trading Systems, Capital Markets, Electronic Trading, Asset Management, Options, Trading, Portfolio Management, Market Data, Risk Management, Sybase, Valuation, Financial Services, Financial Modeling, Hedge Funds, SDLC
Education
University of Minnesota-Duluth
Master of Science (M.Sc.), Computational and Applied Mathematics
Birla Institute of Technology & Science, Pilani
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Bloomberg LP October 2014 - Present
J.P. Morgan July 2012 - September 2014
JP Morgan March 2008 - June 2012
Bear Stearns July 2002 - 2008
Goldman Sachs 1998 - 2002
Analysts International Corporation (AIC) 1994 - 1998
National Computer Systems 1992 - 1994
Skills
Fixed Income, Securitization, Derivatives, Investment Banking, Equities, Trading Systems, Capital Markets, Electronic Trading, Asset Management, Options, Trading, Portfolio Management, Market Data, Risk Management, Sybase, Valuation, Financial Services, Financial Modeling, Hedge Funds, SDLC
Education
University of Minnesota-Duluth
Master of Science (M.Sc.), Computational and Applied Mathematics
Birla Institute of Technology & Science, Pilani
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Edward P. Boland's J.P. Morgan Experience February 2010 - July 2014
Job Cofounder at Whimzy Entertainment
Industry Consumer Goods
Experience
Whimzy Entertainment August 2015 - Present
Scout Ventures September 2014 - Present
JP Morgan February 2010 - July 2014
Camillus House 2011 - 2014
Camillus House 2011 - 2014
Camillus House September 2006 - February 2010
WFXT Television, Fox 25 August 2004 - September 2006
New York Times October 1998 - July 2004
Skills
Capital Markets, Data Analysis, Relationship Management, Alternative Investments, Management, Nonprofits, Public Speaking, Finance, Credit, Public Relations, Press Releases, Investments, Strategic Financial..., Leadership, Strategic Planning, Financial Analysis, Strategy, Business Strategy, Entrepreneurship, Marketing Strategy, Start-ups, Business Development, Family Office, Community Outreach, Financial Planning
Education
University of Florida - Warrington College Of Business 2007 — 2009
MBA, Business Administration and Management, General
Boston College 1994 — 1998
Bachelor's degree, Philosophy
Avon Old Farms 1992 — 1994
Whimzy Entertainment August 2015 - Present
Scout Ventures September 2014 - Present
JP Morgan February 2010 - July 2014
Camillus House 2011 - 2014
Camillus House 2011 - 2014
Camillus House September 2006 - February 2010
WFXT Television, Fox 25 August 2004 - September 2006
New York Times October 1998 - July 2004
Skills
Capital Markets, Data Analysis, Relationship Management, Alternative Investments, Management, Nonprofits, Public Speaking, Finance, Credit, Public Relations, Press Releases, Investments, Strategic Financial..., Leadership, Strategic Planning, Financial Analysis, Strategy, Business Strategy, Entrepreneurship, Marketing Strategy, Start-ups, Business Development, Family Office, Community Outreach, Financial Planning
Education
University of Florida - Warrington College Of Business 2007 — 2009
MBA, Business Administration and Management, General
Boston College 1994 — 1998
Bachelor's degree, Philosophy
Avon Old Farms 1992 — 1994
Jerry Endlich's J.P. Morgan Experience January 1988 - December 1992
Job Business Intelligence Solutions Architect & Engagement Manager (IBM Cognos Partner/Reseller)
Industry Information Technology and Services
Experience
Sterling Technology Group January 1996 - Present
Citibank January 1993 - December 1995
JP Morgan January 1988 - December 1992
Skills
Cognos, Data Warehousing, Data Warehouse..., Software Project..., Client Engagement, SOW, TM1, Enterprise Architecture, Banking, Financial Reporting, ETL, Insurance
Education
Binghamton University - School of Management 1983 — 1985
MBA, MIS/Business Economics
Sterling Technology Group January 1996 - Present
Citibank January 1993 - December 1995
JP Morgan January 1988 - December 1992
Skills
Cognos, Data Warehousing, Data Warehouse..., Software Project..., Client Engagement, SOW, TM1, Enterprise Architecture, Banking, Financial Reporting, ETL, Insurance
Education
Binghamton University - School of Management 1983 — 1985
MBA, MIS/Business Economics
Adriana Pantano's J.P. Morgan Experience 1996 - Present
Job Assistant Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase Assistant Vice PresidentJPMorgan Chase1996 - Present
JP Morgan 1996 - Present
JPMorgan 1996 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
JP Morgan Chase Assistant Vice PresidentJPMorgan Chase1996 - Present
JP Morgan 1996 - Present
JPMorgan 1996 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
Jonas Arvidsson's J.P. Morgan Experience September 2013 - Present
Job Client Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
PVO Energy March 2013 - September 2013
Velocity Merchant Energy, LP March 2010 - February 2013
JP Morgan September 2007 - February 2010
FXCM Group 2004 - 2007
Skills
Derivatives, Trading, Investments, Financial Modeling, Hedging, Financial Risk, Financial Analysis, Valuation, FX Options, Bloomberg, Options, Risk Management, Commodity, Capital Markets, Asset Management, Trade Support, Energy, Natural Gas, Oil/Gas
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
Master of Business Administration (MBA), Finance, General
J.P. Morgan September 2013 - Present
PVO Energy March 2013 - September 2013
Velocity Merchant Energy, LP March 2010 - February 2013
JP Morgan September 2007 - February 2010
FXCM Group 2004 - 2007
Skills
Derivatives, Trading, Investments, Financial Modeling, Hedging, Financial Risk, Financial Analysis, Valuation, FX Options, Bloomberg, Options, Risk Management, Commodity, Capital Markets, Asset Management, Trade Support, Energy, Natural Gas, Oil/Gas
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2005
Master of Business Administration (MBA), Finance, General
Yekaterina Tsvayberg's J.P. Morgan Experience July 1997 - January 1998
Job Business Analyst for Risk Management Group at Societe Generale
Industry Financial Services
Experience
Societe Generale July 2009 - Present
Societe Generale January 1998 - June 2009
JP Morgan July 1997 - January 1998
Skills
Derivatives, SQL, Fixed Income, Business Analysis, Capital Markets, Sybase, Investment Banking, Credit Derivatives, Equities, Oracle
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1989 — 1993
BS, Computer Science
Societe Generale July 2009 - Present
Societe Generale January 1998 - June 2009
JP Morgan July 1997 - January 1998
Skills
Derivatives, SQL, Fixed Income, Business Analysis, Capital Markets, Sybase, Investment Banking, Credit Derivatives, Equities, Oracle
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1989 — 1993
BS, Computer Science
Laurence Sheinman's J.P. Morgan Experience 1986 - 1989
Job EVP Business Development at HooplaHa.com
Industry Marketing and Advertising
Experience
HooplaHa.com April 2013 - Present
HooplaHa.com April 2013 - Present
US Homeowners Association March 2009 - April 2013
JR Sheinman Associates, LLC April 2008 - March 2013
Synapse 2006 - 2008
Synapse Group Inc. / Time Warner 2004 - 2006
Time Inc, Synapse Group 1999 - 2004
Synapse Group 1995 - 1999
Citibank 1989 - 1995
JP Morgan 1986 - 1989
Skills
Customer Acquisition, Integrated Marketing, Direct Marketing, Competitive Analysis, Direct Mail, Online Advertising, E-commerce, Digital Marketing, Marketing, Strategic Partnerships, Advertising, Sales, Social Media Marketing, Mobile Marketing, Email Marketing, Analytics, Product Management, Lead Generation, Start-ups, Strategy, Account Management, Brand Development, Database Marketing, Digital Strategy, Multi-channel Marketing, SEM, Online Marketing, New Business Development, Digital Media, Web Analytics
Education
Binghamton University 1978 — 1979
MS, Accounting
Binghamton University - School of Management 1977 — 1979
Master of Science (MS), Accounting
HooplaHa.com April 2013 - Present
HooplaHa.com April 2013 - Present
US Homeowners Association March 2009 - April 2013
JR Sheinman Associates, LLC April 2008 - March 2013
Synapse 2006 - 2008
Synapse Group Inc. / Time Warner 2004 - 2006
Time Inc, Synapse Group 1999 - 2004
Synapse Group 1995 - 1999
Citibank 1989 - 1995
JP Morgan 1986 - 1989
Skills
Customer Acquisition, Integrated Marketing, Direct Marketing, Competitive Analysis, Direct Mail, Online Advertising, E-commerce, Digital Marketing, Marketing, Strategic Partnerships, Advertising, Sales, Social Media Marketing, Mobile Marketing, Email Marketing, Analytics, Product Management, Lead Generation, Start-ups, Strategy, Account Management, Brand Development, Database Marketing, Digital Strategy, Multi-channel Marketing, SEM, Online Marketing, New Business Development, Digital Media, Web Analytics
Education
Binghamton University 1978 — 1979
MS, Accounting
Binghamton University - School of Management 1977 — 1979
Master of Science (MS), Accounting
Heather May's J.P. Morgan Experience 1988 - 1996
Job Account Development Executive at Dow Jones
Industry Information Services
Experience
Dow Jones December 2012 - Present
Mobius Knowledge Services May 2011 - December 2012
Landover Associates, Inc. 2010 - 2010
The Investment Support and Promotion Agency of Turkey 2008 - 2010
Innodata Isogen Inc. November 2006 - May 2008
Aptara 2008 - 2008
JPMorgan Chase November 1998 - April 2006
PricewaterhouseCoopers November 1996 - September 1998
Dun & Bradstreet March 1988 - September 1996
JP Morgan 1988 - 1996
Skills
Research Information, Research, Business Intelligence, Team Leadership, Team Building, Team Organisation, Engaging Speaker, Business Relationship..., Maintaining..., Lasting Relationships, New Relationships, Key Account Management, Key Account Development, Organizational..., Organization &..., Exceptionally well..., Organized Multi-tasker, Interpersonal..., Communication Skills, Strategic Partnerships, Strategic Intelligence, Strategic Initiatives, Problem Solving, Collaborative Problem..., Sensitive Information, High Level Of..., Content Strategy, Strategic Content..., Vendor Management, Vendor Management Skills, Outsourcing, Offshore Outsourcing, Outsourcing Management, Outsourced Solutions, Account Management, Business Development, Public Speaking, Content Management, CRM, Sales, Leadership, Management, Strategy, Salesforce.com, New Business Development
Education
Baruch College, City University of New York (CUNY) 1981 — 1989
MBA, marketing
Goucher College 1978 — 1981
Elementary Education
Iona College
Dow Jones December 2012 - Present
Mobius Knowledge Services May 2011 - December 2012
Landover Associates, Inc. 2010 - 2010
The Investment Support and Promotion Agency of Turkey 2008 - 2010
Innodata Isogen Inc. November 2006 - May 2008
Aptara 2008 - 2008
JPMorgan Chase November 1998 - April 2006
PricewaterhouseCoopers November 1996 - September 1998
Dun & Bradstreet March 1988 - September 1996
JP Morgan 1988 - 1996
Skills
Research Information, Research, Business Intelligence, Team Leadership, Team Building, Team Organisation, Engaging Speaker, Business Relationship..., Maintaining..., Lasting Relationships, New Relationships, Key Account Management, Key Account Development, Organizational..., Organization &..., Exceptionally well..., Organized Multi-tasker, Interpersonal..., Communication Skills, Strategic Partnerships, Strategic Intelligence, Strategic Initiatives, Problem Solving, Collaborative Problem..., Sensitive Information, High Level Of..., Content Strategy, Strategic Content..., Vendor Management, Vendor Management Skills, Outsourcing, Offshore Outsourcing, Outsourcing Management, Outsourced Solutions, Account Management, Business Development, Public Speaking, Content Management, CRM, Sales, Leadership, Management, Strategy, Salesforce.com, New Business Development
Education
Baruch College, City University of New York (CUNY) 1981 — 1989
MBA, marketing
Goucher College 1978 — 1981
Elementary Education
Iona College
Bolor Marden's J.P. Morgan Experience
Job Operations at JP Morgan
Industry Financial Services
Liz Peacock's J.P. Morgan Experience April 2010 - May 2014
Job Starwood Capital
Industry Investment Management
Experience
Starwood Capital Group June 2014 - Present
JP Morgan April 2010 - May 2014
ING Clarion December 2000 - April 2010
Skills
Valuation, Portfolio Management, Due Diligence, Private Equity, Asset Managment, Investments, Financial Analysis, Financial Modeling
Education
Bentley University 1991 — 1995
Starwood Capital Group June 2014 - Present
JP Morgan April 2010 - May 2014
ING Clarion December 2000 - April 2010
Skills
Valuation, Portfolio Management, Due Diligence, Private Equity, Asset Managment, Investments, Financial Analysis, Financial Modeling
Education
Bentley University 1991 — 1995
Dwight Gardner's J.P. Morgan Experience 1982 - 1986
Job at Global Foods
Industry Food & Beverages
Experience
Global Foods August 2009 - Present
Ashton Med 2006 - Present
R.H. Donnelley now DEX June 1993 - June 2007
new york life December 1986 - March 1993
jp morgan 1982 - 1986
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
computer science
LaGuardia Community College 1979 — 1982
Global Foods August 2009 - Present
Ashton Med 2006 - Present
R.H. Donnelley now DEX June 1993 - June 2007
new york life December 1986 - March 1993
jp morgan 1982 - 1986
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
computer science
LaGuardia Community College 1979 — 1982
Danielle Vales's J.P. Morgan Experience September 2008 - March 2010
Job Associate at Vontobel Asset Management
Industry Financial Services
Experience
Vontobel Asset Management August 2010 - Present
JP Morgan September 2008 - March 2010
Lehman Brothers November 2005 - September 2008
Vales Consulting Group June 2001 - November 2005
Skills
Fixed Income, Settlement, Middle Office, Securities Lending, Hedge Funds, Prime Brokerage, Equities, Bloomberg, Equity Derivatives, Derivatives
Education
City University of New York-Baruch College 2000 — 2005
Bachelor of Business Administration (BBA), Finance & Investments
Vontobel Asset Management August 2010 - Present
JP Morgan September 2008 - March 2010
Lehman Brothers November 2005 - September 2008
Vales Consulting Group June 2001 - November 2005
Skills
Fixed Income, Settlement, Middle Office, Securities Lending, Hedge Funds, Prime Brokerage, Equities, Bloomberg, Equity Derivatives, Derivatives
Education
City University of New York-Baruch College 2000 — 2005
Bachelor of Business Administration (BBA), Finance & Investments
Mark Hartzell's J.P. Morgan Experience October 2002 - January 2010
Job Chief Administrative Officer at Anne Arundel County, Md.
Industry Government Administration
Experience
Anne Arundel County, Maryland August 2015 - Present
Computershare March 2010 - July 2015
JP Morgan October 2002 - January 2010
Citibank July 2000 - October 2002
US Bancorp February 1991 - July 2000
Skills
Securities, Financial Services, CRM, Equities, Structured Finance, Sales Management, Strategy, Capital Markets, Hedge Funds, Derivatives, Cash Management, Relationship Management, Leadership, Management, Talent Management, Enterprise Software, Banking, Mergers & Acquisitions, Executive Management, Fixed Income
Education
Beloit College
BA, Government
Anne Arundel County, Maryland August 2015 - Present
Computershare March 2010 - July 2015
JP Morgan October 2002 - January 2010
Citibank July 2000 - October 2002
US Bancorp February 1991 - July 2000
Skills
Securities, Financial Services, CRM, Equities, Structured Finance, Sales Management, Strategy, Capital Markets, Hedge Funds, Derivatives, Cash Management, Relationship Management, Leadership, Management, Talent Management, Enterprise Software, Banking, Mergers & Acquisitions, Executive Management, Fixed Income
Education
Beloit College
BA, Government
Bradford Menoche's J.P. Morgan Experience 2000 - 2005
Job Pride in My Workplace Program Coordinator at Empire State Pride Agenda
Industry Financial Services
Experience
Empire State Pride Agenda April 2010 - Present
Bank of America July 2005 - November 2007
JP Morgan Chase May 2004 - July 2005
JP Morgan 2000 - 2005
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
Empire State Pride Agenda April 2010 - Present
Bank of America July 2005 - November 2007
JP Morgan Chase May 2004 - July 2005
JP Morgan 2000 - 2005
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
Shashank Rastogi's J.P. Morgan Experience 2004 - 2006
Job Director Global Arbitrage/High Frequency Trading Technology at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2009 - Present
db October 2006 - May 2009
JP Morgan 2004 - 2006
JPMorgan Chase 2004 - 2006
Credit Suisse 2001 - 2004
Citigroup 1996 - 2000
Skills
Trading Systems, Market Data, Derivatives, Investment Banking, Capital Markets
Education
Birla Institute of Technology and Science 1991 — 1992
Master of Engineering (MEng), Microelectronics
Institute of engineering and technology lucknow
Credit Suisse June 2009 - Present
db October 2006 - May 2009
JP Morgan 2004 - 2006
JPMorgan Chase 2004 - 2006
Credit Suisse 2001 - 2004
Citigroup 1996 - 2000
Skills
Trading Systems, Market Data, Derivatives, Investment Banking, Capital Markets
Education
Birla Institute of Technology and Science 1991 — 1992
Master of Engineering (MEng), Microelectronics
Institute of engineering and technology lucknow
harris sufian's J.P. Morgan Experience 1986 - 1992
Job MM at FNY
Industry Financial Services
Experience
First New York Securities 2002 - Present
BPB Associates 1994 - 1996
Tiger Management 1992 - 1994
JP Morgan 1986 - 1992
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1975 — 1979
First New York Securities 2002 - Present
BPB Associates 1994 - 1996
Tiger Management 1992 - 1994
JP Morgan 1986 - 1992
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1975 — 1979
Jeff Akavan's J.P. Morgan Experience May 2010 - September 2012
Job Senior Manager at American Express
Industry Marketing and Advertising
Experience
American Express January 2015 - Present
CourseHorse April 2014 - December 2014
Booker Software September 2012 - April 2014
JP Morgan May 2010 - September 2012
The Nielsen Company September 2008 - May 2010
Delightful Deliveries June 2007 - August 2008
Skills
Digital Marketing, Web Analytics, Email Marketing, SEO, Web Marketing, Online Marketing, Digital Strategy, SMO, Online Advertising, Lead Generation, Strategy, SEM, Google Analytics, PPC, Marketing, Social Media Marketing, Analytics, Web Development, E-commerce, Marketo, Salesforce.com, Marketing Automation, Integrated Marketing, Direct Marketing, Digital Media, Start-ups, Marketing Strategy, Management, Customer Acquisition, Social Media
Education
Binghamton University
New York University
Masters of Science, Integrated Marketing
American Express January 2015 - Present
CourseHorse April 2014 - December 2014
Booker Software September 2012 - April 2014
JP Morgan May 2010 - September 2012
The Nielsen Company September 2008 - May 2010
Delightful Deliveries June 2007 - August 2008
Skills
Digital Marketing, Web Analytics, Email Marketing, SEO, Web Marketing, Online Marketing, Digital Strategy, SMO, Online Advertising, Lead Generation, Strategy, SEM, Google Analytics, PPC, Marketing, Social Media Marketing, Analytics, Web Development, E-commerce, Marketo, Salesforce.com, Marketing Automation, Integrated Marketing, Direct Marketing, Digital Media, Start-ups, Marketing Strategy, Management, Customer Acquisition, Social Media
Education
Binghamton University
New York University
Masters of Science, Integrated Marketing
Kelly Mathieson's J.P. Morgan Experience 1990 - Present
Job Managing Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 1990 - Present
JPMorgan July 1990 - Present
Chase Manhattan 1990 - Present
JPMorgan Chase Bank 1990 - Present
J.P. Morgan Chase 1990 - Present
JP Morgan Chase 1990 - Present
JP Morgan 1990 - Present
The Chase Manhattan Bank 1987 - Present
JPMorgan Asset Management 2000 - 2006
JPMorgan Invest February 2000 - December 2005
Skills
Management, Fixed Income, Financial Services, Risk Management, Equities, Capital Markets, Banking, Investment Banking, Hedge Funds, Portfolio Management, Collateral management, Repo, Financial Management..., Regulatory Affairs, Securities Regulation
Education
New York University 1988 — 1990
MBA, International Business and Marketing
Binghamton University 1983 — 1987
Bachelor of Science (B.S.), Finance and Financial Management Services
JPMorgan Chase July 1990 - Present
JPMorgan July 1990 - Present
Chase Manhattan 1990 - Present
JPMorgan Chase Bank 1990 - Present
J.P. Morgan Chase 1990 - Present
JP Morgan Chase 1990 - Present
JP Morgan 1990 - Present
The Chase Manhattan Bank 1987 - Present
JPMorgan Asset Management 2000 - 2006
JPMorgan Invest February 2000 - December 2005
Skills
Management, Fixed Income, Financial Services, Risk Management, Equities, Capital Markets, Banking, Investment Banking, Hedge Funds, Portfolio Management, Collateral management, Repo, Financial Management..., Regulatory Affairs, Securities Regulation
Education
New York University 1988 — 1990
MBA, International Business and Marketing
Binghamton University 1983 — 1987
Bachelor of Science (B.S.), Finance and Financial Management Services
Paul Louie's J.P. Morgan Experience 1997 - 1999
Job Director, Internal Audit at Barclays Capital
Industry Financial Services
Experience
Barclays Capital January 2011 - Present
UBS February 2007 - February 2011
Wachovia June 2006 - February 2007
Bank of America 1999 - 2003
JP Morgan 1997 - 1999
Lehman Brothers 1994 - 1997
Skills
Equities, Derivatives, Hedge Funds, Investment Banking, Fixed Income, Financial Risk, Capital Markets, Risk Management, Operational Risk, Operational Risk..., Financial Analysis, Securities, Financial Modeling, Banking, Equity Derivatives, Middle Office, Enterprise Risk..., Series 7
Education
Suffolk University 2001 — 2003
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Accountancy
Barclays Capital January 2011 - Present
UBS February 2007 - February 2011
Wachovia June 2006 - February 2007
Bank of America 1999 - 2003
JP Morgan 1997 - 1999
Lehman Brothers 1994 - 1997
Skills
Equities, Derivatives, Hedge Funds, Investment Banking, Fixed Income, Financial Risk, Capital Markets, Risk Management, Operational Risk, Operational Risk..., Financial Analysis, Securities, Financial Modeling, Banking, Equity Derivatives, Middle Office, Enterprise Risk..., Series 7
Education
Suffolk University 2001 — 2003
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Accountancy
Adam Frank's J.P. Morgan Experience June 2008 - Present
Job Wealth Management & Planning
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear, Stearns & Co. Inc. February 2001 - June 2008
Schulte Roth & Zabel LLP February 1998 - January 2001
Sullivan & Cromwell September 1994 - February 1998
US District Court, EDNY 1993 - 1994
Skills
Wealth Management, Financial Planning, Asset Allocation, Strategic Financial..., Estate Planning, Mutual Funds, Securities, Wealth, Tax, Alternative Investments, Asset Managment, Equities, Investments, Fixed Income, Portfolio Management, Investment Management, Trusts, Financial Planners, Private Equity, Asset Management, Series 7, Valuation, Hedge Funds, Investment Advisory
Education
Yale Law School 1990 — 1993
JD, Law, Trusts & Estates
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1991
University of Pennsylvania 1982 — 1986
BS, Psychology
H. Frank Carey High School 1976 — 1982
JP Morgan June 2008 - Present
Bear, Stearns & Co. Inc. February 2001 - June 2008
Schulte Roth & Zabel LLP February 1998 - January 2001
Sullivan & Cromwell September 1994 - February 1998
US District Court, EDNY 1993 - 1994
Skills
Wealth Management, Financial Planning, Asset Allocation, Strategic Financial..., Estate Planning, Mutual Funds, Securities, Wealth, Tax, Alternative Investments, Asset Managment, Equities, Investments, Fixed Income, Portfolio Management, Investment Management, Trusts, Financial Planners, Private Equity, Asset Management, Series 7, Valuation, Hedge Funds, Investment Advisory
Education
Yale Law School 1990 — 1993
JD, Law, Trusts & Estates
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1991
University of Pennsylvania 1982 — 1986
BS, Psychology
H. Frank Carey High School 1976 — 1982
Sameer Kumta's J.P. Morgan Experience August 2010 - Present
Job Vice President at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan August 2010 - Present
Polaris Software Lab April 2009 - August 2010
UBS Inc 2007 - 2009
Citigroup 2003 - 2007
Citi 2003 - 2007
Brut ECN 2002 - 2003
Oracle Corporation 2000 - 2002
Zensar, Fujitsu ICIM 1993 - 1998
Fujitsu ICIM 1993 - 1998
Skills
Trading Systems, Derivatives, SDLC, Fixed Income, Requirements Analysis, Prime Brokerage, Market Data, Business Analysis, Reference Data, IT Strategy, Vendor Management, Investment Banking, Electronic Trading, SOA, Capital Markets, Trading, Middle Office, Enterprise Architecture, FX Trading
Education
PUMBA 1991 — 1993
Master of Business Administration (M.B.A.), Accounting and Finance
Bharati Vidyapeeth 1986 — 1990
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
JP Morgan August 2010 - Present
Polaris Software Lab April 2009 - August 2010
UBS Inc 2007 - 2009
Citigroup 2003 - 2007
Citi 2003 - 2007
Brut ECN 2002 - 2003
Oracle Corporation 2000 - 2002
Zensar, Fujitsu ICIM 1993 - 1998
Fujitsu ICIM 1993 - 1998
Skills
Trading Systems, Derivatives, SDLC, Fixed Income, Requirements Analysis, Prime Brokerage, Market Data, Business Analysis, Reference Data, IT Strategy, Vendor Management, Investment Banking, Electronic Trading, SOA, Capital Markets, Trading, Middle Office, Enterprise Architecture, FX Trading
Education
PUMBA 1991 — 1993
Master of Business Administration (M.B.A.), Accounting and Finance
Bharati Vidyapeeth 1986 — 1990
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
Paul Vitale's J.P. Morgan Experience May 1982 - April 1996
Job Controller at Amherst Pierpont Securities LLC
Industry Accounting
Experience
Amherst Pierpont Securities November 2009 - Present
Tudor Investment Corp February 2008 - December 2008
Deutsche Bank 1996 - 2007
JP Morgan May 1982 - April 1996
Skills
Fixed Income, Financial Modeling, Financial Reporting, Hedge Funds, Derivatives, Financial Analysis, Equities, Corporate Finance, Investment Banking, Analysis, Cash Management, Account Reconciliation, Finance, Capital Markets, Bloomberg, Valuation
Education
Binghamton University - School of Management 1975 — 1978
Bachelor of Science (B.S.), Accounting
Amherst Pierpont Securities November 2009 - Present
Tudor Investment Corp February 2008 - December 2008
Deutsche Bank 1996 - 2007
JP Morgan May 1982 - April 1996
Skills
Fixed Income, Financial Modeling, Financial Reporting, Hedge Funds, Derivatives, Financial Analysis, Equities, Corporate Finance, Investment Banking, Analysis, Cash Management, Account Reconciliation, Finance, Capital Markets, Bloomberg, Valuation
Education
Binghamton University - School of Management 1975 — 1978
Bachelor of Science (B.S.), Accounting
Tami Tammy_Cpt's J.P. Morgan Experience
Job Financial Analysis at JP Morgan
Industry Financial Services
Thomas Ardaugh's J.P. Morgan Experience October 1992 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan October 1992 - Present
Banc One Capital Markets, Inc. 2001 - 2007
First Chicago Capital Markets 1992 - 2001
Education
Benedictine University 2002 — 2003
Lewis University 1996 — 1998
BS, Finance and Business Administration
Joliet Junior College 1994 — 1996
Assoc, Finance
JP Morgan October 1992 - Present
Banc One Capital Markets, Inc. 2001 - 2007
First Chicago Capital Markets 1992 - 2001
Education
Benedictine University 2002 — 2003
Lewis University 1996 — 1998
BS, Finance and Business Administration
Joliet Junior College 1994 — 1996
Assoc, Finance
Bethany Gillen's J.P. Morgan Experience 1995 - 1998
Job Head of University Relations at Aetna
Industry Higher Education
Experience
Aetna January 2014 - Present
Sacred Heart University October 2009 - December 2013
Pascale & LaMorte, LLC March 2008 - October 2009
UBS Investment Bank June 2006 - 2008
UBS Investment Bank 1998 - 2006
JP Morgan 1995 - 1998
Skills
Human Resources, Recruiting, Executive Search, Strategy, Management, Training, Leadership, Finance, Healthcare, Career Development, Talent Management, Performance Management, Leadership Development, Organizational..., Time Management
Education
University of Connecticut 2001 — 2004
MBA, Management
Boston College 1991 — 1995
Bachelor of Science degree in Management, Marketing
Aetna January 2014 - Present
Sacred Heart University October 2009 - December 2013
Pascale & LaMorte, LLC March 2008 - October 2009
UBS Investment Bank June 2006 - 2008
UBS Investment Bank 1998 - 2006
JP Morgan 1995 - 1998
Skills
Human Resources, Recruiting, Executive Search, Strategy, Management, Training, Leadership, Finance, Healthcare, Career Development, Talent Management, Performance Management, Leadership Development, Organizational..., Time Management
Education
University of Connecticut 2001 — 2004
MBA, Management
Boston College 1991 — 1995
Bachelor of Science degree in Management, Marketing
Don Campisano's J.P. Morgan Experience 1990 - 1993
Job Managing Director at SunTrust
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 1996 - Present
SunTrust 1996 - 2009
JP Morgan 1990 - 1993
Education
Binghamton University 1986 — 1990
BS, Management / Finance
SunTrust Robinson Humphrey 1996 - Present
SunTrust 1996 - 2009
JP Morgan 1990 - 1993
Education
Binghamton University 1986 — 1990
BS, Management / Finance
Jenny Chen, CPA's J.P. Morgan Experience October 2010 - Present
Job Financial Accounting Associate AVP
Industry Accounting
Experience
JP Morgan October 2010 - Present
Eisner LLP December 2007 - October 2010
Berdon LLP October 2006 - October 2007
Skills
Financial Reporting, Financial Accounting, GAAP
Education
Binghamton University - School of Management 2004 — 2006
JP Morgan October 2010 - Present
Eisner LLP December 2007 - October 2010
Berdon LLP October 2006 - October 2007
Skills
Financial Reporting, Financial Accounting, GAAP
Education
Binghamton University - School of Management 2004 — 2006
Charles Catalano's J.P. Morgan Experience April 2013 - Present
Job Operations Manager Heritage Private Equity at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2013 - Present
J.P. Morgan June 2012 - April 2013
JP Morgan June 2008 - June 2012
J.P. Morgan April 2010 - February 2011
Bear Stearns May 2007 - June 2008
Bear Stearns August 2005 - May 2007
Skills
Series 7, Series 63, Series 24, Equities, Securities, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Investment Banking, Private Equity, Program Management, Financial Services, Capital Markets, Management, Alternative Investments
Education
LIU Post 2005 — 2007
MBA
Binghamton University 2001 — 2005
Farmingdale High School 1998 — 2001
J.P. Morgan April 2013 - Present
J.P. Morgan June 2012 - April 2013
JP Morgan June 2008 - June 2012
J.P. Morgan April 2010 - February 2011
Bear Stearns May 2007 - June 2008
Bear Stearns August 2005 - May 2007
Skills
Series 7, Series 63, Series 24, Equities, Securities, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Investment Banking, Private Equity, Program Management, Financial Services, Capital Markets, Management, Alternative Investments
Education
LIU Post 2005 — 2007
MBA
Binghamton University 2001 — 2005
Farmingdale High School 1998 — 2001
Kate Johnston, CPA's J.P. Morgan Experience June 2005 - October 2007
Job Accountant
Industry Financial Services
Experience
Doreen M Beswick, CPA January 2012 - Present
Bluefin Companies November 2007 - September 2015
JP Morgan June 2005 - October 2007
Education
Williams College 2001 — 2005
Bachelor of Arts (BA), Economics
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Master of Science (MS), Accountancy
Doreen M Beswick, CPA January 2012 - Present
Bluefin Companies November 2007 - September 2015
JP Morgan June 2005 - October 2007
Education
Williams College 2001 — 2005
Bachelor of Arts (BA), Economics
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Master of Science (MS), Accountancy
Greg Woodson's J.P. Morgan Experience 1991 - 2000
Job Senior Faculty member at the T'ai Chi Foundation
Industry Health, Wellness and Fitness
Experience
Blue Tiger Way 2009 - Present
New York School of T'ai Chi Chuan 1983 - Present
Tai Chi Foundation & School of Tai Chi Chuan 1976 - Present
Greenhouse Holistic 2006 - November 2010
SUNY College of Optometry 2003 - April 2008
DEC 2002 - 2002
HP Software 2000 - 2001
Smith Barney 2000 - 2001
JP Morgan 1991 - 2000
Equitable Life 1986 - 1991
Skills
Tai Chi, Qigong, Arica Psychocalisthenics, Teaching, Wellness, Fitness, Meditation, Leadership, Reiki, Tai Chi Chuan, Healing, Public Speaking, Holistic Health, Coaching, Pain Management, Nonprofits, Chronic Pain, Stress Management, Relaxation, Headaches, Training, Alternative Medicine, Energy Healing, Personal Development, Wellbeing, Chronic Illness, Back Pain, Insomnia, Bodywork, Mindfulness, Self-esteem
Education
University of Florida 1979 — 1983
Berklee College of Music 1976 — 1976
Saxophone
Berkeley High School 1971 — 1975
Blue Tiger Way 2009 - Present
New York School of T'ai Chi Chuan 1983 - Present
Tai Chi Foundation & School of Tai Chi Chuan 1976 - Present
Greenhouse Holistic 2006 - November 2010
SUNY College of Optometry 2003 - April 2008
DEC 2002 - 2002
HP Software 2000 - 2001
Smith Barney 2000 - 2001
JP Morgan 1991 - 2000
Equitable Life 1986 - 1991
Skills
Tai Chi, Qigong, Arica Psychocalisthenics, Teaching, Wellness, Fitness, Meditation, Leadership, Reiki, Tai Chi Chuan, Healing, Public Speaking, Holistic Health, Coaching, Pain Management, Nonprofits, Chronic Pain, Stress Management, Relaxation, Headaches, Training, Alternative Medicine, Energy Healing, Personal Development, Wellbeing, Chronic Illness, Back Pain, Insomnia, Bodywork, Mindfulness, Self-esteem
Education
University of Florida 1979 — 1983
Berklee College of Music 1976 — 1976
Saxophone
Berkeley High School 1971 — 1975
Roman Perchikov's J.P. Morgan Experience July 2010 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan July 2010 - Present
Vicis Capital, LLC May 2008 - March 2010
Bear Stearns Securities Corp August 2004 - April 2008
Citi June 2003 - August 2004
Citi June 2000 - June 2003
Skills
Hedge Funds, Corporate Actions, Settlements, Options, Prime Brokerage, Fixed Income, Equities, Derivatives, Securities Lending, Swaps, Settlement, Teamwork, Middle Office, Outstanding time..., Financial Services, Securities, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BS, Finance
JP Morgan July 2010 - Present
Vicis Capital, LLC May 2008 - March 2010
Bear Stearns Securities Corp August 2004 - April 2008
Citi June 2003 - August 2004
Citi June 2000 - June 2003
Skills
Hedge Funds, Corporate Actions, Settlements, Options, Prime Brokerage, Fixed Income, Equities, Derivatives, Securities Lending, Swaps, Settlement, Teamwork, Middle Office, Outstanding time..., Financial Services, Securities, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BS, Finance
Dan Cerone's J.P. Morgan Experience December 2014 - Present
Job Private Wealth Mortgage Underwriter at JP Morgan
Industry Financial Services
Experience
JP Morgan December 2014 - Present
HSBC December 2013 - June 2014
HSBC January 2008 - 2013
HSBC Mortgage Services March 2000 - December 2007
Household International June 1998 - March 2000
HSBC 1991 - 1998
Skills
Mortgage Lending, Loans, Credit, Underwriting, Due Diligence, Mortgage Servicing, Fraud, Banking, AML, Mortgage Banking, Financial Risk, Analysis, Management, Credit Analysis, Loan Origination, Loss Mitigation, Mortgage Underwriting, Financial Services, Residential Mortgages, Credit Risk, Risk Management, Loan Servicing, Operational Risk, Credit Cards, Portfolio Management, Consumer Lending, Commercial Lending, Refinance, Retail Banking, Anti Money Laundering
Education
Benedictine University 1981 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
JP Morgan December 2014 - Present
HSBC December 2013 - June 2014
HSBC January 2008 - 2013
HSBC Mortgage Services March 2000 - December 2007
Household International June 1998 - March 2000
HSBC 1991 - 1998
Skills
Mortgage Lending, Loans, Credit, Underwriting, Due Diligence, Mortgage Servicing, Fraud, Banking, AML, Mortgage Banking, Financial Risk, Analysis, Management, Credit Analysis, Loan Origination, Loss Mitigation, Mortgage Underwriting, Financial Services, Residential Mortgages, Credit Risk, Risk Management, Loan Servicing, Operational Risk, Credit Cards, Portfolio Management, Consumer Lending, Commercial Lending, Refinance, Retail Banking, Anti Money Laundering
Education
Benedictine University 1981 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
Rehana Bhakeram's J.P. Morgan Experience November 1997 - December 2000
Job Recruiting Coordinator at Citigroup
Industry Financial Services
Experience
Citigroup September 2004 - Present
Goldman Sachs December 2000 - August 2004
JP Morgan November 1997 - December 2000
Skills
Human Resources, Recruiting, Employee Relations, Onboarding, Performance Management, Talent Management, Leadership, Applicant Tracking..., Management, Talent Acquisition, Risk and Compliance, Technical Recruiting, Networking, College Recruiting, Succession Planning, Employee Benefits, PeopleSoft, HR Policies
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
BBA, Human Resources Management
Citigroup September 2004 - Present
Goldman Sachs December 2000 - August 2004
JP Morgan November 1997 - December 2000
Skills
Human Resources, Recruiting, Employee Relations, Onboarding, Performance Management, Talent Management, Leadership, Applicant Tracking..., Management, Talent Acquisition, Risk and Compliance, Technical Recruiting, Networking, College Recruiting, Succession Planning, Employee Benefits, PeopleSoft, HR Policies
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
BBA, Human Resources Management
Stephen Gaydos's J.P. Morgan Experience 1983 - 1996
Job Technology Management
Industry Financial Services
Experience
Home Vice PresidentMorgan StanleyFebruary 1999 - February 2008
Accenture July 1996 - February 1999
J P Morgan 1983 - 1996
JP Morgan 1983 - 1996
Skills
Vendor Management, Fixed Income, Portfolio Management, Trading Systems, Risk Management, Procurement, Business Process..., Business Analysis, SDLC, Management, Process Improvement, Budgets, Change Management, Project Portfolio..., Equities, Outsourcing, PMO, Management Consulting, Program Management, IT Strategy, Sybase, Financial Services, Strategy
Education
Bloomfield College 1965 — 1969
BS, Business Administration
Home Vice PresidentMorgan StanleyFebruary 1999 - February 2008
Accenture July 1996 - February 1999
J P Morgan 1983 - 1996
JP Morgan 1983 - 1996
Skills
Vendor Management, Fixed Income, Portfolio Management, Trading Systems, Risk Management, Procurement, Business Process..., Business Analysis, SDLC, Management, Process Improvement, Budgets, Change Management, Project Portfolio..., Equities, Outsourcing, PMO, Management Consulting, Program Management, IT Strategy, Sybase, Financial Services, Strategy
Education
Bloomfield College 1965 — 1969
BS, Business Administration
Luba Roytberg's J.P. Morgan Experience 1997 - 1998
Job Project Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2014 - Present
Federal Reserve Bank of New York July 2013 - March 2014
Morgan Stanley Smith Barney August 2010 - July 2013
UBS August 2003 - August 2010
Equiserve April 2000 - May 2003
Lenmar 2000 - 2003
Isogon 1999 - 2000
Deutsche Bank April 1998 - May 1999
Republic National Bank 1998 - 1998
JP Morgan 1997 - 1998
Skills
Business Analysis, SDLC, Quality Assurance, Quality Center, User Acceptance Testing, Microsoft SQL Server, Software Documentation, Databases, QTP, Agile Methodologies, Regression Testing, Test Strategy, Unix, Project Management, Testing, Cross-functional Team..., PMO, Visio, Test Automation, System Testing, Analysis, Test Planning, Test Management, Software Project..., Oracle, Requirements Analysis, Manual Testing, JIRA, Business Requirements, Requirements Gathering, Test Cases, Web Applications, DB2, Resource Management, Software Quality..., Scrum, SharePoint
Education
City University of New York-Baruch College 1999 — 2003
Bachelor of Science (BS), Computer Science
Universitatea Tehnică a Moldovei
Computer Science
Morgan Stanley April 2014 - Present
Federal Reserve Bank of New York July 2013 - March 2014
Morgan Stanley Smith Barney August 2010 - July 2013
UBS August 2003 - August 2010
Equiserve April 2000 - May 2003
Lenmar 2000 - 2003
Isogon 1999 - 2000
Deutsche Bank April 1998 - May 1999
Republic National Bank 1998 - 1998
JP Morgan 1997 - 1998
Skills
Business Analysis, SDLC, Quality Assurance, Quality Center, User Acceptance Testing, Microsoft SQL Server, Software Documentation, Databases, QTP, Agile Methodologies, Regression Testing, Test Strategy, Unix, Project Management, Testing, Cross-functional Team..., PMO, Visio, Test Automation, System Testing, Analysis, Test Planning, Test Management, Software Project..., Oracle, Requirements Analysis, Manual Testing, JIRA, Business Requirements, Requirements Gathering, Test Cases, Web Applications, DB2, Resource Management, Software Quality..., Scrum, SharePoint
Education
City University of New York-Baruch College 1999 — 2003
Bachelor of Science (BS), Computer Science
Universitatea Tehnică a Moldovei
Computer Science
Scott Muirhead, PMP's J.P. Morgan Experience 1985 - 1987
Job Head of Client Services, Corporate Trust and Loan Agency at HSBC Global Banking and Markets
Industry Banking
Experience
HSBC Global Banking and Markets June 2014 - Present
Deutsche Bank April 2008 - December 2012
Deutsche Bank September 2010 - July 2011
Deutsche Bank January 2000 - April 2008
Bankers Trust Company January 1998 - January 2000
Bankers Trust Company January 1995 - January 2000
Bankers Trust Company January 1987 - January 1995
JP Morgan 1985 - 1987
Skills
Change Management, Operations Management, Investment Banking, Capital Markets, Fixed Income, Bonds, Middle Office, Corporate Trust, Process Improvement, Operational Risk..., Financial Services, Business Process..., Risk Management, Back Office, Financial Risk, Operational Risk, Business Analysis, Business Process, Cash Management, Strategy, Management, Outsourcing, Leadership, Financial Markets, IT Strategy, Relationship Management, Securities, Offshoring, Banking
Education
Wesleyan University 1979 — 1983
Bachelor of Arts (B.A.), Government
Belmont University - Jack C. Massey Graduate School of Business 1995 — 1996
Belmont University 1996 — 1997
HSBC Global Banking and Markets June 2014 - Present
Deutsche Bank April 2008 - December 2012
Deutsche Bank September 2010 - July 2011
Deutsche Bank January 2000 - April 2008
Bankers Trust Company January 1998 - January 2000
Bankers Trust Company January 1995 - January 2000
Bankers Trust Company January 1987 - January 1995
JP Morgan 1985 - 1987
Skills
Change Management, Operations Management, Investment Banking, Capital Markets, Fixed Income, Bonds, Middle Office, Corporate Trust, Process Improvement, Operational Risk..., Financial Services, Business Process..., Risk Management, Back Office, Financial Risk, Operational Risk, Business Analysis, Business Process, Cash Management, Strategy, Management, Outsourcing, Leadership, Financial Markets, IT Strategy, Relationship Management, Securities, Offshoring, Banking
Education
Wesleyan University 1979 — 1983
Bachelor of Arts (B.A.), Government
Belmont University - Jack C. Massey Graduate School of Business 1995 — 1996
Belmont University 1996 — 1997
Orly Dotan-Eliaz's J.P. Morgan Experience June 2003 - November 2003
Job I/O Psychologist Consultant, Coach
Industry Human Resources
Experience
Sirota Survey Intelligence October 2008 - October 2011
Baruch College and Graduate Center, CUNY 2000 - 2008
Baruch College June 2004 - 2005
City University of New York , Baruch College 2000 - 2005
JP Morgan June 2003 - November 2003
Allen Kraut April 2003 - June 2003
Chase Manhattan Bank June 1999 - September 2000
Hadassah, WZOA 1998 - 2000
Skills
360 Feedback, Organizational..., Employee Surveys, Change Management, Coaching, Employee Engagement, Executive Coaching, HR Consulting, Human Resources, Job Analysis, Leadership, Leadership Development, Management Consulting, Organizational Design, Organizational..., Performance Management, Psychometrics, SPSS, Succession Planning, Survey Design, Talent Management, Training
Education
The Graduate Center, City University of New York 2001 — 2008
PhD, Industrial & Organizational Psychology
New York University 2006 — 2007
Certificate, Life and Personal Coaching
Baruch College, City University of New York (CUNY) 1997 — 2000
M.S., Industrial & Organizational Psychology
Tel Aviv University 1992 — 1996
BA, Psychology and Film Studies (double-major)
Sirota Survey Intelligence October 2008 - October 2011
Baruch College and Graduate Center, CUNY 2000 - 2008
Baruch College June 2004 - 2005
City University of New York , Baruch College 2000 - 2005
JP Morgan June 2003 - November 2003
Allen Kraut April 2003 - June 2003
Chase Manhattan Bank June 1999 - September 2000
Hadassah, WZOA 1998 - 2000
Skills
360 Feedback, Organizational..., Employee Surveys, Change Management, Coaching, Employee Engagement, Executive Coaching, HR Consulting, Human Resources, Job Analysis, Leadership, Leadership Development, Management Consulting, Organizational Design, Organizational..., Performance Management, Psychometrics, SPSS, Succession Planning, Survey Design, Talent Management, Training
Education
The Graduate Center, City University of New York 2001 — 2008
PhD, Industrial & Organizational Psychology
New York University 2006 — 2007
Certificate, Life and Personal Coaching
Baruch College, City University of New York (CUNY) 1997 — 2000
M.S., Industrial & Organizational Psychology
Tel Aviv University 1992 — 1996
BA, Psychology and Film Studies (double-major)
Maurice Iragorri's J.P. Morgan Experience March 2008 - June 2009
Job Account Executive Technology Solutions
Industry Capital Markets
Experience
ION Trading 2011 - Present
Forefront Capital 2009 - 2011
JP Morgan March 2008 - June 2009
Bear Stearns July 2004 - June 2008
Eze Castle Software 2002 - 2004
Education
University of Florida 2014 — 2016
Master of Business Administration (MBA), Business and Management, 4.0
New York Institute of Finance 2009 — 2011
Professional Certificate, Securities Analysis, Technical Analysis, Portfolio Management, Wealth Management
Boston College 1997 — 2001
B.S., Business and Computer Information Systems
Pine Crest School 1993 — 1997
ION Trading 2011 - Present
Forefront Capital 2009 - 2011
JP Morgan March 2008 - June 2009
Bear Stearns July 2004 - June 2008
Eze Castle Software 2002 - 2004
Education
University of Florida 2014 — 2016
Master of Business Administration (MBA), Business and Management, 4.0
New York Institute of Finance 2009 — 2011
Professional Certificate, Securities Analysis, Technical Analysis, Portfolio Management, Wealth Management
Boston College 1997 — 2001
B.S., Business and Computer Information Systems
Pine Crest School 1993 — 1997
Steven Wagner's J.P. Morgan Experience January 1984 - March 1996
Job Senior Branch Manager at HSBC
Industry Banking
Experience
HSBC March 2015 - Present
Astoria Bank March 2014 - February 2015
Citibank April 2006 - January 2014
Citibank 2000 - 2006
JP Morgan January 1984 - March 1996
Skills
Commercial Lending, Credit, Commercial Banking, Series 7, Wealth Management, Small Business Lending, Loans, Credit Analysis, Private Banking
Education
Baruch College, City University of New York (CUNY) 1981 — 1983
BBS Marketing
HSBC March 2015 - Present
Astoria Bank March 2014 - February 2015
Citibank April 2006 - January 2014
Citibank 2000 - 2006
JP Morgan January 1984 - March 1996
Skills
Commercial Lending, Credit, Commercial Banking, Series 7, Wealth Management, Small Business Lending, Loans, Credit Analysis, Private Banking
Education
Baruch College, City University of New York (CUNY) 1981 — 1983
BBS Marketing
Denise Bright's J.P. Morgan Experience 1991 - 2007
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America June 2013 - Present
Credit Suisse June 2010 - December 2012
Merrill Lynch February 2007 - June 2010
Bank of America / Merrill Lynch 2007 - June 2010
Banc of America Investments 2009 - 2009
J.P. Morgan Securities Inc. 1991 - 2007
JPMorganChase 1991 - 2007
JPMorgan 1991 - 2007
JP Morgan 1991 - 2007
JP Morgan Chase 1991 - 2007
Skills
Equities, Risk Management, Trading Systems, Electronic Trading, Vendor Management, Business Analysis, Securities, Exchange Connectivity, Equity Trading, Low Latency, Smart Order Routing, Sybase, Emerging Markets, SDLC, Options, FIX, Low Latency Trading, LATAM, Derivatives, Market Data, Fixed Income, Trading, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer Science and Marketing Management
New York University
Bank of America June 2013 - Present
Credit Suisse June 2010 - December 2012
Merrill Lynch February 2007 - June 2010
Bank of America / Merrill Lynch 2007 - June 2010
Banc of America Investments 2009 - 2009
J.P. Morgan Securities Inc. 1991 - 2007
JPMorganChase 1991 - 2007
JPMorgan 1991 - 2007
JP Morgan 1991 - 2007
JP Morgan Chase 1991 - 2007
Skills
Equities, Risk Management, Trading Systems, Electronic Trading, Vendor Management, Business Analysis, Securities, Exchange Connectivity, Equity Trading, Low Latency, Smart Order Routing, Sybase, Emerging Markets, SDLC, Options, FIX, Low Latency Trading, LATAM, Derivatives, Market Data, Fixed Income, Trading, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer Science and Marketing Management
New York University
Chris Mincak's J.P. Morgan Experience August 2010 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers May 2001 - September 2008
Education
Binghamton University 1995 — 1999
JP Morgan August 2010 - Present
Barclays Capital September 2008 - August 2010
Lehman Brothers May 2001 - September 2008
Education
Binghamton University 1995 — 1999
Keith Ong's J.P. Morgan Experience 2008 - Present
Job Global Technology
Industry Information Technology and Services
Experience
JP Morgan 2008 - Present
Bear Stearns 2000 - 2008
Skills
Capital Markets, Equities, Hedge Funds, Fixed Income, Trading Systems
Education
Binghamton University
Bachelors of Science, Computer Science
JP Morgan 2008 - Present
Bear Stearns 2000 - 2008
Skills
Capital Markets, Equities, Hedge Funds, Fixed Income, Trading Systems
Education
Binghamton University
Bachelors of Science, Computer Science
Bryan Bahr, MBA's J.P. Morgan Experience August 2009 - October 2012
Job Gas Marketing Specialist at EOG Resources
Industry Oil & Energy
Experience
EOG Resources October 2012 - Present
JP Morgan August 2009 - October 2012
JPMorgan 2009 - September 2010
National Oilwell Varco 2007 - 2009
Skills
Financial Analysis, Process Improvement, Finance, Business Analysis, Risk Management, Portfolio Management, Asset Managment, Analysis, Forecasting, Business Process..., Derivatives, Access, SAP, Project Management, Banking, Microsoft Excel, Compliance, Credit, Strategic Financial..., Pricing
Education
South Texas College of Law 2014 — 2017
Doctor of Law (J.D.)
Houston Baptist University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Baylor University - Hankamer School of Business 2003 — 2007
Business Administration, Business Management
EOG Resources October 2012 - Present
JP Morgan August 2009 - October 2012
JPMorgan 2009 - September 2010
National Oilwell Varco 2007 - 2009
Skills
Financial Analysis, Process Improvement, Finance, Business Analysis, Risk Management, Portfolio Management, Asset Managment, Analysis, Forecasting, Business Process..., Derivatives, Access, SAP, Project Management, Banking, Microsoft Excel, Compliance, Credit, Strategic Financial..., Pricing
Education
South Texas College of Law 2014 — 2017
Doctor of Law (J.D.)
Houston Baptist University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Baylor University - Hankamer School of Business 2003 — 2007
Business Administration, Business Management
Brad Friedlander's J.P. Morgan Experience September 1999 - June 2003
Job Managing Partner at Angel Oak Capital Advisors
Industry Financial Services
Experience
Angel Oak Capital Advisors, LLC May 2008 - Present
WaMu June 2003 - May 2008
JP Morgan September 1999 - June 2003
Skills
Loans, Capital Markets, Hedge Funds, Fixed Income, Financial Modeling, Banking, Valuation, Bloomberg, Equities, Financial Analysis, Investments, Private Equity, Portfolio Management, Asset Management, Investment Banking
Education
University of Rochester 1995 — 1999
BA, Economics
Birkbeck, University of London 1998 — 1998
Danbury High School 1992 — 1995
Angel Oak Capital Advisors, LLC May 2008 - Present
WaMu June 2003 - May 2008
JP Morgan September 1999 - June 2003
Skills
Loans, Capital Markets, Hedge Funds, Fixed Income, Financial Modeling, Banking, Valuation, Bloomberg, Equities, Financial Analysis, Investments, Private Equity, Portfolio Management, Asset Management, Investment Banking
Education
University of Rochester 1995 — 1999
BA, Economics
Birkbeck, University of London 1998 — 1998
Danbury High School 1992 — 1995
Hosni Mubarak's J.P. Morgan Experience May 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
J.P. Morgan January 2013 - Present
J.P. Morgan August 2011 - January 2013
JP Morgan September 2010 - August 2011
Skills
Outlook, Microsoft Office, PowerPoint, VBA, Financial Modeling, Bloomberg Terminal, Investment Banking, Bloomberg, Investments, Equities, Capital Markets, Corporate Finance, Derivatives, Fixed Income, Valuation, Financial Analysis, Access, Data Analysis
Education
City University of New York-Baruch College 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan May 2013 - Present
J.P. Morgan January 2013 - Present
J.P. Morgan August 2011 - January 2013
JP Morgan September 2010 - August 2011
Skills
Outlook, Microsoft Office, PowerPoint, VBA, Financial Modeling, Bloomberg Terminal, Investment Banking, Bloomberg, Investments, Equities, Capital Markets, Corporate Finance, Derivatives, Fixed Income, Valuation, Financial Analysis, Access, Data Analysis
Education
City University of New York-Baruch College 2005 — 2008
Bachelor of Business Administration (BBA), Finance, General
Margaret Babikian's J.P. Morgan Experience 2005 - Present
Job VP
Industry Banking
Experience
JP Morgan 2005 - Present
JPMorgan Chase December 1984 - Present
JP Morgan Chase 1984 - Present
JPMChase 1984 - Present
Skills
Program Management, Vendor Management, Project Portfolio..., PMO, SDLC, Risk Management, IT Strategy, Banking, IT Management, Project Delivery, Business Analysis, Resource Management, Portfolio Management, Team Building, Team Management, Outsourcing, Process Improvement
Education
Baruch College, City University of New York (CUNY) 1978 — 1984
MBA, Networking
State University of New York College at Buffalo 1974 — 1977
BA, Russian/French
JP Morgan 2005 - Present
JPMorgan Chase December 1984 - Present
JP Morgan Chase 1984 - Present
JPMChase 1984 - Present
Skills
Program Management, Vendor Management, Project Portfolio..., PMO, SDLC, Risk Management, IT Strategy, Banking, IT Management, Project Delivery, Business Analysis, Resource Management, Portfolio Management, Team Building, Team Management, Outsourcing, Process Improvement
Education
Baruch College, City University of New York (CUNY) 1978 — 1984
MBA, Networking
State University of New York College at Buffalo 1974 — 1977
BA, Russian/French
Adam Stegemann's J.P. Morgan Experience June 2014 - Present
Job Product Control / Finance Analyst Securitized Products Group at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2014 - Present
J.P. Morgan October 2012 - June 2014
Banco Santander August 2011 - November 2011
Navidar Group February 2011 - August 2011
UNO NYC 2008 - 2011
Pro Audio Star 2009 - 2009
(Le) Poisson Rouge 2008 - 2009
Skills
Due Diligence, Bloomberg, Digital Marketing, Music Industry, Intex Desktop
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance & Investments, Mathematics, 3.8 GPA
New York University 2006 — 2009
Bachelors of Music, Music Business
Skidmore College 2004 — 2005
Ward Melville High School
JP Morgan June 2014 - Present
J.P. Morgan October 2012 - June 2014
Banco Santander August 2011 - November 2011
Navidar Group February 2011 - August 2011
UNO NYC 2008 - 2011
Pro Audio Star 2009 - 2009
(Le) Poisson Rouge 2008 - 2009
Skills
Due Diligence, Bloomberg, Digital Marketing, Music Industry, Intex Desktop
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance & Investments, Mathematics, 3.8 GPA
New York University 2006 — 2009
Bachelors of Music, Music Business
Skidmore College 2004 — 2005
Ward Melville High School
Judy Giancola's J.P. Morgan Experience 2005 - 2008
Job JPMChase
Industry Executive Office
Experience
JPMorgan Chase November 2005 - June 2008
JP Morgan 2005 - 2008
Skills
Office Management, Human Resources, Invoicing, Access, Management, Payroll
Education
Bergen Community College 1988 — 1988
Computer Course
JPMorgan Chase November 2005 - June 2008
JP Morgan 2005 - 2008
Skills
Office Management, Human Resources, Invoicing, Access, Management, Payroll
Education
Bergen Community College 1988 — 1988
Computer Course
Joseph Sassone's J.P. Morgan Experience November 1997 - August 2003
Job VP at Deutsche Bank RMBS Valuations
Industry Banking
Experience
Deutsche Bank September 2003 - Present
JP Morgan November 1997 - August 2003
Price Waterhouse LLP August 1994 - November 1997
Skills
MBS, Risk Analysis, Risk Management, Internal Controls, P&L, Operational Risk, Income Statement, Derivatives, Financial Analysis, Strategic Financial..., Valuation, Credit Derivatives, Capital Markets, Product Control, Financial Modeling, Fixed Income, Corporate Finance, Interest Rate..., Equity Derivatives, Credit Risk, Financial Reporting, Finance, Financial Risk, Sarbanes-Oxley Act, Market Risk, Swaps, Hedge Funds, Investment Banking, Equities, Structured Finance, Bloomberg, Securitization, Financial Planning, Prime Brokerage
Education
Binghamton University - School of Management 1990 — 1994
BS, Accounting
Deutsche Bank September 2003 - Present
JP Morgan November 1997 - August 2003
Price Waterhouse LLP August 1994 - November 1997
Skills
MBS, Risk Analysis, Risk Management, Internal Controls, P&L, Operational Risk, Income Statement, Derivatives, Financial Analysis, Strategic Financial..., Valuation, Credit Derivatives, Capital Markets, Product Control, Financial Modeling, Fixed Income, Corporate Finance, Interest Rate..., Equity Derivatives, Credit Risk, Financial Reporting, Finance, Financial Risk, Sarbanes-Oxley Act, Market Risk, Swaps, Hedge Funds, Investment Banking, Equities, Structured Finance, Bloomberg, Securitization, Financial Planning, Prime Brokerage
Education
Binghamton University - School of Management 1990 — 1994
BS, Accounting
Matt Martin's J.P. Morgan Experience 2000 - 2003
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
Morgan Stanley January 2006 - May 2015
Morgan Stanley May 2003 - December 2005
The Chase Manhattan Bank September 1996 - May 2003
JP Morgan 2000 - 2003
Chase Manhattan Corporation 1996 - 2000
Bear Stearns 1993 - 1996
Bear Stearns 1993 - 1996
Skills
Risk Management, Investment Banking, Vendor Management, Financial Services, Operational Risk..., Financial Risk, Operational Risk, Business Transformation, Business Analysis, Executive Management, IT Strategy, Asset Managment, Business Continuity, Fixed Income, Trading Systems, Project Delivery, Mergers & Acquisitions, Banking, Information Technology, Information Security, Relationship Management, Equities, Capital Markets, Information Security..., Portfolio Management, Project Portfolio..., Security, Disaster Recovery, Enterprise Risk..., Governance, Business Continuity..., Prime Brokerage, IT Audit, Low Latency, IT Risk Management, Management, Enterprise Architecture, Leadership, Strategy, Consulting
Education
Binghamton University
Bachelor of Applied Science (BASc), Computer Science
Grand Avenue Junior High School
Grand Avenue Junior High School
Grand Avenue Junior High School
Grand Avenue Junior High School
State University of New York at Binghamton
BS, Computer Science
JPMorgan Chase & Co. September 2015 - Present
Morgan Stanley January 2006 - May 2015
Morgan Stanley May 2003 - December 2005
The Chase Manhattan Bank September 1996 - May 2003
JP Morgan 2000 - 2003
Chase Manhattan Corporation 1996 - 2000
Bear Stearns 1993 - 1996
Bear Stearns 1993 - 1996
Skills
Risk Management, Investment Banking, Vendor Management, Financial Services, Operational Risk..., Financial Risk, Operational Risk, Business Transformation, Business Analysis, Executive Management, IT Strategy, Asset Managment, Business Continuity, Fixed Income, Trading Systems, Project Delivery, Mergers & Acquisitions, Banking, Information Technology, Information Security, Relationship Management, Equities, Capital Markets, Information Security..., Portfolio Management, Project Portfolio..., Security, Disaster Recovery, Enterprise Risk..., Governance, Business Continuity..., Prime Brokerage, IT Audit, Low Latency, IT Risk Management, Management, Enterprise Architecture, Leadership, Strategy, Consulting
Education
Binghamton University
Bachelor of Applied Science (BASc), Computer Science
Grand Avenue Junior High School
Grand Avenue Junior High School
Grand Avenue Junior High School
Grand Avenue Junior High School
State University of New York at Binghamton
BS, Computer Science
Shaina Negron's J.P. Morgan Experience April 2012 - Present
Job Rates Financing Sales at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2012 - Present
J.P. Morgan September 2011 - April 2012
JP Morgan June 2010 - September 2011
NYS Thruway Authority June 2009 - May 2010
New York Life Insurance Company May 2008 - August 2008
New York State Office of the State Comptroller June 2005 - August 2005
Skills
Bloomberg, Fixed Income, Derivatives, Capital Markets, Finance, Hedge Funds, Series 7, Investments, Securities, Investment Banking, Bonds, Financial Markets
Education
Binghamton University - School of Management 2006 — 2009
BS, Finance, Leadership & Consulting
J.P. Morgan April 2012 - Present
J.P. Morgan September 2011 - April 2012
JP Morgan June 2010 - September 2011
NYS Thruway Authority June 2009 - May 2010
New York Life Insurance Company May 2008 - August 2008
New York State Office of the State Comptroller June 2005 - August 2005
Skills
Bloomberg, Fixed Income, Derivatives, Capital Markets, Finance, Hedge Funds, Series 7, Investments, Securities, Investment Banking, Bonds, Financial Markets
Education
Binghamton University - School of Management 2006 — 2009
BS, Finance, Leadership & Consulting
Wesley Xu's J.P. Morgan Experience March 2008 - February 2013
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
Technology Consulting February 2013 - Present
JP Morgan March 2008 - February 2013
Bear Stearns May 2001 - March 2008
Morgan Stanley 2000 - 2001
Deutsche Bank 1999 - 2000
Salomon Brothers 1997 - 1998
JP Morgan 1996 - 1997
Toronto Stock Exchange 1994 - 1995
Skills
Software Development, Management, Leadership, Project Management, Trading Systems, Portfolio Management, Trading, Fixed Income, Prime Brokerage, Asset Managment, Electronic Trading, Asset Management, Investment Banking, Business Analysis, Equity Derivatives, Equities, Derivatives
Education
Beijing Normal University
B.Sc., Physics
University of Toronto
M.A.Sc., Electrical Engineering
Technology Consulting February 2013 - Present
JP Morgan March 2008 - February 2013
Bear Stearns May 2001 - March 2008
Morgan Stanley 2000 - 2001
Deutsche Bank 1999 - 2000
Salomon Brothers 1997 - 1998
JP Morgan 1996 - 1997
Toronto Stock Exchange 1994 - 1995
Skills
Software Development, Management, Leadership, Project Management, Trading Systems, Portfolio Management, Trading, Fixed Income, Prime Brokerage, Asset Managment, Electronic Trading, Asset Management, Investment Banking, Business Analysis, Equity Derivatives, Equities, Derivatives
Education
Beijing Normal University
B.Sc., Physics
University of Toronto
M.A.Sc., Electrical Engineering
Mark Levinger's J.P. Morgan Experience June 2008 - January 2011
Job Executive Director
Industry Investment Banking
Experience
JPMorgan February 2011 - Present
JP Morgan June 2008 - January 2011
Bear Stearns 1994 - 2008
Skills
Equities, Prime Brokerage, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Trading Systems, Investment Banking, Alternative Investments, Capital Markets, Series 7, Asset Management, Trading, Securities, Middle Office
Education
Baruch College 1994 — 1997
Master of Business Administration (MBA), Finance, General
JPMorgan February 2011 - Present
JP Morgan June 2008 - January 2011
Bear Stearns 1994 - 2008
Skills
Equities, Prime Brokerage, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Trading Systems, Investment Banking, Alternative Investments, Capital Markets, Series 7, Asset Management, Trading, Securities, Middle Office
Education
Baruch College 1994 — 1997
Master of Business Administration (MBA), Finance, General
Allison Bakal-Fortin's J.P. Morgan Experience 1988 - 2009
Job at Citibank
Industry Banking
Experience
Citibank June 2010 - Present
JPMorgan Chase October 2007 - June 2010
JP Morgan 1988 - 2009
JPMorgan Chase 1988 - 2009
JPMorgan Chase 1988 - 2008
Skills
Vendor Management, Banking, PMO, Project Management, SDLC, Risk Management, Business Analysis
Education
New York Institute of Technology 1988 — 1990
MBA, Business
Binghamton University 1984 — 1988
BA, Linguistics
Citibank June 2010 - Present
JPMorgan Chase October 2007 - June 2010
JP Morgan 1988 - 2009
JPMorgan Chase 1988 - 2009
JPMorgan Chase 1988 - 2008
Skills
Vendor Management, Banking, PMO, Project Management, SDLC, Risk Management, Business Analysis
Education
New York Institute of Technology 1988 — 1990
MBA, Business
Binghamton University 1984 — 1988
BA, Linguistics
Mary Grace Torres's J.P. Morgan Experience April 2007 - September 2012
Job Program Manager at American Express
Industry Financial Services
Experience
American Express October 2012 - Present
JP Morgan April 2007 - September 2012
Undergraduate Student Government - Baruch College July 2005 - June 2008
Bank Street College of Education October 2004 - October 2006
Citigroup June 2006 - August 2006
Skills
Risk Management, Financial Modeling, Management, Analysis, Business Analysis, Microsoft Office, Microsoft Excel, Financial Analysis, Finance, Project Management, Financial Risk, Data Analysis, Banking
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor of Arts, Cultural Economics with Concentration in Latin America
Brooklyn College – City University of New York
Chinese 1.1: Chinese for Beginners
Universidade Federal da Bahia
Reconstructing a Racial Identity
General Assembly
American Express October 2012 - Present
JP Morgan April 2007 - September 2012
Undergraduate Student Government - Baruch College July 2005 - June 2008
Bank Street College of Education October 2004 - October 2006
Citigroup June 2006 - August 2006
Skills
Risk Management, Financial Modeling, Management, Analysis, Business Analysis, Microsoft Office, Microsoft Excel, Financial Analysis, Finance, Project Management, Financial Risk, Data Analysis, Banking
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
Bachelor of Arts, Cultural Economics with Concentration in Latin America
Brooklyn College – City University of New York
Chinese 1.1: Chinese for Beginners
Universidade Federal da Bahia
Reconstructing a Racial Identity
General Assembly
Natalia Zvereva's J.P. Morgan Experience February 2012 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2012 - Present
JP Morgan March 2011 - February 2012
MF Global October 2009 - March 2011
Brown Brothers Harriman October 2008 - February 2009
Merrill Lynch June 2008 - August 2008
Knight Vinke Asset Management January 2008 - May 2008
Merrill Lynch December 2006 - February 2008
Bentley Assets Group, LLC May 2006 - September 2006
Skills
Account Reconciliation, Hedge Funds, Fixed Income, Macroeconomics, Derivatives, ISDA, Bloomberg, FX Derivatives, Interest Rate..., Market Risk, Risk Management, Trading, Financial Risk, Equities, Equity Derivatives, VBA, Credit Risk, Asset Management, Analysis, Options, FX Options, Valuation, Capital Markets, VAR, Corporate Finance, Financial Modeling, Bloomberg Terminal, Emerging Markets, Financial Markets, Hedging, Equity Trading, Commodity, Investment Banking, Portfolio Management, FX trading, Foreign Exchange, Quantitative Finance
Education
Columbia University in the City of New York 2012 — 2014
Master's degree, Master's in Mathematics of Finance
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration, Finance & Investments
J.P. Morgan February 2012 - Present
JP Morgan March 2011 - February 2012
MF Global October 2009 - March 2011
Brown Brothers Harriman October 2008 - February 2009
Merrill Lynch June 2008 - August 2008
Knight Vinke Asset Management January 2008 - May 2008
Merrill Lynch December 2006 - February 2008
Bentley Assets Group, LLC May 2006 - September 2006
Skills
Account Reconciliation, Hedge Funds, Fixed Income, Macroeconomics, Derivatives, ISDA, Bloomberg, FX Derivatives, Interest Rate..., Market Risk, Risk Management, Trading, Financial Risk, Equities, Equity Derivatives, VBA, Credit Risk, Asset Management, Analysis, Options, FX Options, Valuation, Capital Markets, VAR, Corporate Finance, Financial Modeling, Bloomberg Terminal, Emerging Markets, Financial Markets, Hedging, Equity Trading, Commodity, Investment Banking, Portfolio Management, FX trading, Foreign Exchange, Quantitative Finance
Education
Columbia University in the City of New York 2012 — 2014
Master's degree, Master's in Mathematics of Finance
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration, Finance & Investments
Kelly Montminy's J.P. Morgan Experience September 2007 - Present
Job Vice President, Tax Director RIC Taxation at JP Morgan
Industry Financial Services
Experience
JP Morgan September 2007 - Present
JP Morgan Chase 2007 - 2010
Natixis Global Associates 2005 - 2007
State Street 1997 - 2005
First Data Corporation 1995 - 1997
Skills
Corporate Tax, Financial Analysis, Asset Management, Financial Reporting, Financial Services, Mutual Funds, Securities, Tax
Education
Bentley University 1985 — 1989
Bachelors of Science, Accounting
JP Morgan September 2007 - Present
JP Morgan Chase 2007 - 2010
Natixis Global Associates 2005 - 2007
State Street 1997 - 2005
First Data Corporation 1995 - 1997
Skills
Corporate Tax, Financial Analysis, Asset Management, Financial Reporting, Financial Services, Mutual Funds, Securities, Tax
Education
Bentley University 1985 — 1989
Bachelors of Science, Accounting
Brendaliz Valenzuela's J.P. Morgan Experience January 2007 - December 2010
Job VP, Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2015 - Present
JP Morgan Securities, LLC October 2014 - August 2015
JPMorgan Chase Bank, N.A. October 2011 - October 2014
JP Morgan Private Bank December 2010 - September 2011
JP Morgan January 2007 - December 2010
Bear Stearns 2007 - 2008
TD Bank (formerly Commerce Bank) March 2004 - November 2006
Sterling National Bank December 2001 - March 2004
Banco Popular North America June 1999 - July 2000
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Entrepreneurship
JP Morgan Chase Bank, N.A. August 2015 - Present
JP Morgan Securities, LLC October 2014 - August 2015
JPMorgan Chase Bank, N.A. October 2011 - October 2014
JP Morgan Private Bank December 2010 - September 2011
JP Morgan January 2007 - December 2010
Bear Stearns 2007 - 2008
TD Bank (formerly Commerce Bank) March 2004 - November 2006
Sterling National Bank December 2001 - March 2004
Banco Popular North America June 1999 - July 2000
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Entrepreneurship
Marissa Gancio Sullivan's J.P. Morgan Experience November 2010 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan November 2010 - Present
Barclays Wealth February 2009 - April 2011
Barclays Wealth September 2008 - February 2009
Lehman Brothers August 2005 - September 2008
Lehman Brothers August 2002 - August 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Quantitive Finance, Financial Instruments and Markets
Binghamton University - School of Management 1999 — 2002
BS, Finance, Management Information Systems
JP Morgan November 2010 - Present
Barclays Wealth February 2009 - April 2011
Barclays Wealth September 2008 - February 2009
Lehman Brothers August 2005 - September 2008
Lehman Brothers August 2002 - August 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Quantitive Finance, Financial Instruments and Markets
Binghamton University - School of Management 1999 — 2002
BS, Finance, Management Information Systems
Eugene Netis's J.P. Morgan Experience July 2007 - Present
Job Credit Trading
Industry Investment Banking
Experience
JPMorgan Chase November 2011 - Present
JP Morgan July 2007 - Present
Dillon Read Capital Management 2006 - 2007
Skills
Fixed Income, Derivatives, Bloomberg, Equities, Portfolio Management, Credit Derivatives, Credit Risk, Interest Rate..., Series 7, Series 63, Securities, Options
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
BBA, Finance & Investments
JPMorgan Chase November 2011 - Present
JP Morgan July 2007 - Present
Dillon Read Capital Management 2006 - 2007
Skills
Fixed Income, Derivatives, Bloomberg, Equities, Portfolio Management, Credit Derivatives, Credit Risk, Interest Rate..., Series 7, Series 63, Securities, Options
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
BBA, Finance & Investments
Nisha Bhavnani, MBA's J.P. Morgan Experience June 2007 - April 2011
Job Business Development & Client Services at SM Event Group / DJUSA Events
Industry Financial Services
Experience
DJUSA Events Inc. & SM Event Group April 2012 - Present
Bloomberg April 2011 - April 2012
JP Morgan June 2007 - April 2011
JP Morgan August 2005 - June 2007
JP Morgan May 2004 - August 2005
JP Morgan August 2002 - May 2004
Sumitomo Mitsui Banking Corporation June 2001 - June 2002
Skills
Private Equity, Hedge Funds, Accounting, New Business Development, Client Relations Skills, Corporate Finance, Real Estate, Bloomberg, Business Development, Investment Banking, Finance, Financial Markets, Outsourcing, Financial Services, Fund Administration
Education
Columbia Business School 2012 — 2013
MBA
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance and Investments
DJUSA Events Inc. & SM Event Group April 2012 - Present
Bloomberg April 2011 - April 2012
JP Morgan June 2007 - April 2011
JP Morgan August 2005 - June 2007
JP Morgan May 2004 - August 2005
JP Morgan August 2002 - May 2004
Sumitomo Mitsui Banking Corporation June 2001 - June 2002
Skills
Private Equity, Hedge Funds, Accounting, New Business Development, Client Relations Skills, Corporate Finance, Real Estate, Bloomberg, Business Development, Investment Banking, Finance, Financial Markets, Outsourcing, Financial Services, Fund Administration
Education
Columbia Business School 2012 — 2013
MBA
Baruch College, City University of New York (CUNY) 1998 — 2002
BBA, Finance and Investments
Ken Dubensky's J.P. Morgan Experience 2003 - 2006
Job Compliance, Audit & Systems/Operations Integration
Industry Financial Services
Experience
SPS Consulting April 1989 - Present
Dealer's Fantasy 2014 - 2015
Bank of America December 2008 - April 2014
Strategic Process Solutions 1990 - 2009
BMW Financial Services 2007 - 2008
Banc of America Securities 2006 - 2007
JPMorgan Chase 2004 - 2007
JPMorganChase 2003 - 2006
JP Morgan 2003 - 2006
IDB Bank 2000 - 2001
Skills
Project Planning, IT Strategy, Project Management, Credit Risk, Data Warehousing, Management, Credit, Loans, Enterprise Architecture, Quality Assurance, Equities, PMO, Disaster Recovery, Business Analysis, Requirements Gathering
Education
Binghamton University 1972 — 1974
BA, Psychology
GNN
GNN
GNN
GNN
GNN
SPS Consulting April 1989 - Present
Dealer's Fantasy 2014 - 2015
Bank of America December 2008 - April 2014
Strategic Process Solutions 1990 - 2009
BMW Financial Services 2007 - 2008
Banc of America Securities 2006 - 2007
JPMorgan Chase 2004 - 2007
JPMorganChase 2003 - 2006
JP Morgan 2003 - 2006
IDB Bank 2000 - 2001
Skills
Project Planning, IT Strategy, Project Management, Credit Risk, Data Warehousing, Management, Credit, Loans, Enterprise Architecture, Quality Assurance, Equities, PMO, Disaster Recovery, Business Analysis, Requirements Gathering
Education
Binghamton University 1972 — 1974
BA, Psychology
GNN
GNN
GNN
GNN
GNN
Sylvia Han Lara's J.P. Morgan Experience 2001 - Present
Job Associate at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan 2001 - Present
JPMorgan Chase 2001 - Present
Salomon Smith Barney 1997 - 2001
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
BBA, Finance, psychology-minor
JP Morgan 2001 - Present
JPMorgan Chase 2001 - Present
Salomon Smith Barney 1997 - 2001
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
BBA, Finance, psychology-minor
James Mcloughlin's J.P. Morgan Experience 1994 - 2004
Job Managing Director MarkitSERV
Industry Investment Banking
Experience
MarkitSERV September 2010 - Present
MarkitSERV September 2009 - September 2010
DTCC August 2008 - September 2009
Citibank March 2005 - August 2008
Citibank April 2004 - January 2005
JP Morgan 1994 - 2004
JP Morgan Chase Bank NA 1994 - 2004
Skills
Securities, Credit Derivatives, Fixed Income, Trading, Derivatives, Equities, FX Options, Swaps, Middle Office, Interest Rate..., Capital Markets, Options, Program Management, Equity Derivatives, Investment Banking, Structured Products, Trading Systems, Prime Brokerage, Collateral Management, Back Office, Operational Risk, Settlement, Risk Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Business Management; Finance
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MarkitSERV September 2010 - Present
MarkitSERV September 2009 - September 2010
DTCC August 2008 - September 2009
Citibank March 2005 - August 2008
Citibank April 2004 - January 2005
JP Morgan 1994 - 2004
JP Morgan Chase Bank NA 1994 - 2004
Skills
Securities, Credit Derivatives, Fixed Income, Trading, Derivatives, Equities, FX Options, Swaps, Middle Office, Interest Rate..., Capital Markets, Options, Program Management, Equity Derivatives, Investment Banking, Structured Products, Trading Systems, Prime Brokerage, Collateral Management, Back Office, Operational Risk, Settlement, Risk Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Business Management; Finance
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
Georges Archibald's J.P. Morgan Experience September 2010 - July 2013
Job Director, Alternatives Fund Services Sales at Deutsche Bank
Industry Banking
Experience
Deutsche Bank April 2014 - Present
HITCH September 2013 - December 2013
JP Morgan September 2010 - July 2013
Alliance Bernstein September 2009 - September 2010
UBS Investment Bank May 2005 - May 2009
Goldman Sachs 2000 - 2005
State of Connecticut 1998 - 1999
Skills
Finance, Securities, Hedge Funds, Fixed Income, Middle Office, Strategy, Equities, Prime Brokerage, Alternative Investments, Fund Administration, Asset Management, Capital Markets, Derivatives, Financial Services, Fund Of Funds, Mutual Funds, Private Equity, Trading
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1995 — 1998
JD, Law
McGill University 1991 — 1994
BA, Political Science
Deutsche Bank April 2014 - Present
HITCH September 2013 - December 2013
JP Morgan September 2010 - July 2013
Alliance Bernstein September 2009 - September 2010
UBS Investment Bank May 2005 - May 2009
Goldman Sachs 2000 - 2005
State of Connecticut 1998 - 1999
Skills
Finance, Securities, Hedge Funds, Fixed Income, Middle Office, Strategy, Equities, Prime Brokerage, Alternative Investments, Fund Administration, Asset Management, Capital Markets, Derivatives, Financial Services, Fund Of Funds, Mutual Funds, Private Equity, Trading
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1995 — 1998
JD, Law
McGill University 1991 — 1994
BA, Political Science
Prabir Datta's J.P. Morgan Experience 1989 - 1995
Job Chief Operating Officer at Constellation Capital Management LLC
Industry Financial Services
Experience
Constellation Capital Management LLC 2009 - Present
Capital Guidance June 2003 - December 2008
Lazard Asset Management April 2001 - June 2003
GE Capital 1995 - 2001
JP Morgan 1989 - 1995
Skills
Hedge Funds, Risk Management, Portfolio Management, Fixed Income, Asset Management, Equities, Capital Markets, Alternative Investments, Financial Modeling, Private Equity, Derivatives, Valuation, Bloomberg, Investments, Investment Banking, Due Diligence, Options, Securities, Financial Markets, Corporate Finance, Mutual Funds, Trading
Education
Birla Institute of Technology and Science 1973 — 1978
B Tech, Mechanical Engineering
Indian Institute of Management, Calcutta
MBA, Finance
University of Illinois at Urbana-Champaign
Ph.D., Finance
Constellation Capital Management LLC 2009 - Present
Capital Guidance June 2003 - December 2008
Lazard Asset Management April 2001 - June 2003
GE Capital 1995 - 2001
JP Morgan 1989 - 1995
Skills
Hedge Funds, Risk Management, Portfolio Management, Fixed Income, Asset Management, Equities, Capital Markets, Alternative Investments, Financial Modeling, Private Equity, Derivatives, Valuation, Bloomberg, Investments, Investment Banking, Due Diligence, Options, Securities, Financial Markets, Corporate Finance, Mutual Funds, Trading
Education
Birla Institute of Technology and Science 1973 — 1978
B Tech, Mechanical Engineering
Indian Institute of Management, Calcutta
MBA, Finance
University of Illinois at Urbana-Champaign
Ph.D., Finance
Eric Grossman's J.P. Morgan Experience 1996 - 1997
Job Director at BNP Paribas
Industry Financial Services
Experience
BNP Paribas (Formerly BofA) October 2008 - Present
Banc of America Securities June 2003 - October 2008
Goldman Sachs 2000 - 2002
Merrill Lynch 1998 - 2000
JP Morgan 1996 - 1997
Alliance Capital 1994 - 1996
Peneth, Haber & Zimmerman 1993 - 1994
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1993
BA, Accounting
BNP Paribas (Formerly BofA) October 2008 - Present
Banc of America Securities June 2003 - October 2008
Goldman Sachs 2000 - 2002
Merrill Lynch 1998 - 2000
JP Morgan 1996 - 1997
Alliance Capital 1994 - 1996
Peneth, Haber & Zimmerman 1993 - 1994
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
MBA, Finance
Baruch College, City University of New York (CUNY) 1989 — 1993
BA, Accounting
John Salemmo's J.P. Morgan Experience September 1997 - February 2000
Job Compliance Officer, Citibank
Industry Financial Services
Experience
Citibank January 2006 - Present
Morgan Stanley February 2000 - January 2006
JP Morgan September 1997 - February 2000
Paine Webber December 1996 - September 1997
Evergreen Funds July 1995 - December 1996
Skills
Investment Company Act, Investment Advisers Act, OFAC, Securities, Anti Money Laundering, AML, KYC, Asset Management, Fund Administration, Hedge Funds, Banking, Mutual Funds, Management, Operational Risk, Risk Management, Financial Services, Financial Risk
Education
Binghamton University 1991 — 1995
Bachelor of Science, Accounting
Yorktown High School 1987 — 1991
Citibank January 2006 - Present
Morgan Stanley February 2000 - January 2006
JP Morgan September 1997 - February 2000
Paine Webber December 1996 - September 1997
Evergreen Funds July 1995 - December 1996
Skills
Investment Company Act, Investment Advisers Act, OFAC, Securities, Anti Money Laundering, AML, KYC, Asset Management, Fund Administration, Hedge Funds, Banking, Mutual Funds, Management, Operational Risk, Risk Management, Financial Services, Financial Risk
Education
Binghamton University 1991 — 1995
Bachelor of Science, Accounting
Yorktown High School 1987 — 1991
Ercument Tokat's J.P. Morgan Experience 2000 - 2001
Job Partner at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners 2009 - Present
International Rescue Committee 2014 - Present
Columbia University Mailman School of Public Health 2012 - Present
The Brookings Institution March 2014 - Present
Merrill Lynch 2005 - 2009
Nomura Securities 2001 - 2004
JP Morgan 2000 - 2001
Education
Columbia University - School of International and Public Affairs 1999 — 2000
MIA, Finance and Business
Boğaziçi University 1994 — 1998
BA, Political Science and International Affairs
Centerview Partners 2009 - Present
International Rescue Committee 2014 - Present
Columbia University Mailman School of Public Health 2012 - Present
The Brookings Institution March 2014 - Present
Merrill Lynch 2005 - 2009
Nomura Securities 2001 - 2004
JP Morgan 2000 - 2001
Education
Columbia University - School of International and Public Affairs 1999 — 2000
MIA, Finance and Business
Boğaziçi University 1994 — 1998
BA, Political Science and International Affairs
Mose Iba's J.P. Morgan Experience May 2010 - Present
Job Associate at JP Morgan
Industry Investment Management
Experience
JP Morgan May 2010 - Present
Societe Generale February 2010 - May 2010
Finansbank July 2007 - July 2008
ABN AMRO November 2006 - June 2007
IBM June 2006 - August 2006
Skills
Derivatives, FX Options, Fixed Income, Equities, Capital Markets, Portfolio Management, Bloomberg, Financial Markets, Financial Modeling, Investment Banking, Options, Trading, Financial Analysis, Banking, Bonds, Emerging Markets
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MS, Financial Engineering
Sabanci University 2003 — 2007
BS, Manufacturing Systems Engineering
Uskudar Amerikan Lisesi (Uskudar American Academy) 1996 — 2003
High School
JP Morgan May 2010 - Present
Societe Generale February 2010 - May 2010
Finansbank July 2007 - July 2008
ABN AMRO November 2006 - June 2007
IBM June 2006 - August 2006
Skills
Derivatives, FX Options, Fixed Income, Equities, Capital Markets, Portfolio Management, Bloomberg, Financial Markets, Financial Modeling, Investment Banking, Options, Trading, Financial Analysis, Banking, Bonds, Emerging Markets
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MS, Financial Engineering
Sabanci University 2003 — 2007
BS, Manufacturing Systems Engineering
Uskudar Amerikan Lisesi (Uskudar American Academy) 1996 — 2003
High School
Arnold Lampa's J.P. Morgan Experience Assistant Vice PresidentJP Morgan ChaseMay 2001 - Present
Job Assistant Vice President at JP Morgan Chase
Industry Financial Services
Carol Pohlman's J.P. Morgan Experience October 2001 - January 2004
Job Execution Services Officer at Apex Clearing Corporation
Industry Financial Services
Experience
Apex Clearing Corporation August 2012 - Present
The Pampered Chef April 2000 - Present
Penson Financial Services June 2009 - August 2012
Nexa Technologies March 2005 - May 2009
NexTrend Technologies January 2004 - January 2005
JP Morgan October 2001 - January 2004
NexTrend, Inc June 1999 - October 2001
Skills
Series 7, Series 63, Series 24, Series 4, FINRA, Trading, Investment Banking, Market Data, Quality Assurance, Financial Services, Options, Management, Equities, Securities, Risk Management, Trading Systems, Financial Analysis, Financial Markets, Mutual Funds, Relationship Management, Hedge Funds
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Marketing and International Business
Apex Clearing Corporation August 2012 - Present
The Pampered Chef April 2000 - Present
Penson Financial Services June 2009 - August 2012
Nexa Technologies March 2005 - May 2009
NexTrend Technologies January 2004 - January 2005
JP Morgan October 2001 - January 2004
NexTrend, Inc June 1999 - October 2001
Skills
Series 7, Series 63, Series 24, Series 4, FINRA, Trading, Investment Banking, Market Data, Quality Assurance, Financial Services, Options, Management, Equities, Securities, Risk Management, Trading Systems, Financial Analysis, Financial Markets, Mutual Funds, Relationship Management, Hedge Funds
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Marketing and International Business
Hyacinth Gordon's J.P. Morgan Experience January 2011 - Present
Job Executive Assistant at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan January 2011 - Present
Kelly Services June 2009 - January 2011
Stanford Group Company January 2008 - February 2009
American Express Company October 2005 - July 2007
JP Morgan Chase Bank September 2003 - October 2005
American Express April 1999 - January 2002
Skills
Human Resources, Event Planning, Training, Event Management, Budgets, Interviews, Management, Time Management, Office Management, Payroll, Marketing, Onboarding
Education
CUNY Bernard M. Baruch College 2013 — 2015
BA Communications
City University of New York-Brooklyn College 2010 — 2013
BA, Business Finance & Investments
Borough of Manhattan Community College 2003 — 2008
Associate, Business Administration
JP Morgan January 2011 - Present
Kelly Services June 2009 - January 2011
Stanford Group Company January 2008 - February 2009
American Express Company October 2005 - July 2007
JP Morgan Chase Bank September 2003 - October 2005
American Express April 1999 - January 2002
Skills
Human Resources, Event Planning, Training, Event Management, Budgets, Interviews, Management, Time Management, Office Management, Payroll, Marketing, Onboarding
Education
CUNY Bernard M. Baruch College 2013 — 2015
BA Communications
City University of New York-Brooklyn College 2010 — 2013
BA, Business Finance & Investments
Borough of Manhattan Community College 2003 — 2008
Associate, Business Administration
Glenn Cummins, CPA, CFA's J.P. Morgan Experience 1996 - 1999
Job CFO
Industry Investment Management
Experience
Fortress Investment Group 2006 - 2014
Ivy Asset Management Corp. 1999 - 2005
JP Morgan 1996 - 1999
Deloitte 1990 - 1996
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance
Baruch College, City University of New York (CUNY) 1986 — 1990
Bachelor's Degree, Accounting
Regis High School 1981 — 1985
High School
Fortress Investment Group 2006 - 2014
Ivy Asset Management Corp. 1999 - 2005
JP Morgan 1996 - 1999
Deloitte 1990 - 1996
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (M.B.A.), Finance
Baruch College, City University of New York (CUNY) 1986 — 1990
Bachelor's Degree, Accounting
Regis High School 1981 — 1985
High School
Tarun Dani's J.P. Morgan Experience August 2011 - January 2015
Job Vice President in RWA Calc & Analytics Capital Stress Testing
Industry Financial Services
Experience
HSBC January 2015 - Present
J.P. Morgan August 2011 - January 2015
JP Morgan August 2010 - August 2011
NYC School Construction Authority 2008 - 2010
JPMorgan Chase June 2009 - August 2009
Skills
Financial Analysis, Business Analysis, Team Leadership, Asset Management, Management, Financial Reporting, Banking, Leadership, Microsoft Word, Microsoft Excel, Bloomberg, Finance, Investments
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance and Investments
HSBC January 2015 - Present
J.P. Morgan August 2011 - January 2015
JP Morgan August 2010 - August 2011
NYC School Construction Authority 2008 - 2010
JPMorgan Chase June 2009 - August 2009
Skills
Financial Analysis, Business Analysis, Team Leadership, Asset Management, Management, Financial Reporting, Banking, Leadership, Microsoft Word, Microsoft Excel, Bloomberg, Finance, Investments
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance and Investments
Ove Fladberg's J.P. Morgan Experience February 2003 - February 2007
Job Executive Director at JPMorgan
Industry Investment Management
Experience
JPMorgan February 2007 - Present
JP Morgan February 2003 - February 2007
Charles Schwab January 2002 - February 2003
Skills
Alternative Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Fixed Income, Asset Management, Investments, Mutual Funds, Investment Management, Wealth Management, Capital Markets, Derivatives
Education
Handelshøyskolen BI 1995 — 1999
Masters of Buesiness & Economics
Masters in business and economics 1995 — 1999
JPMorgan February 2007 - Present
JP Morgan February 2003 - February 2007
Charles Schwab January 2002 - February 2003
Skills
Alternative Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Fixed Income, Asset Management, Investments, Mutual Funds, Investment Management, Wealth Management, Capital Markets, Derivatives
Education
Handelshøyskolen BI 1995 — 1999
Masters of Buesiness & Economics
Masters in business and economics 1995 — 1999
Raguraman Krishnamurthy's J.P. Morgan Experience June 2008 - May 2010
Job Senior Enterprise Java Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
JPMorgan Chase February 2011 - September 2012
Nomura Securities 2010 - 2011
JP Morgan June 2008 - May 2010
Bear Stearns September 2006 - June 2008
Wipro Technologies 2003 - 2006
Hamsaveni Tech 2000 - 2003
Education
Bharathiar University 1996 — 2000
BE
Morgan Stanley October 2012 - Present
JPMorgan Chase February 2011 - September 2012
Nomura Securities 2010 - 2011
JP Morgan June 2008 - May 2010
Bear Stearns September 2006 - June 2008
Wipro Technologies 2003 - 2006
Hamsaveni Tech 2000 - 2003
Education
Bharathiar University 1996 — 2000
BE
Duc Duong's J.P. Morgan Experience February 2008 - November 2013
Job Contracts
Industry Financial Services
Experience
BP October 2014 - Present
Sempra U.S. Gas & Power March 2014 - September 2014
JP Morgan February 2008 - November 2013
Sequent Energy Management February 2002 - February 2008
Education
University of Houston 2000 — 2002
MBA
Baylor University 1995 — 1999
Bachelor, Science and Business
BP October 2014 - Present
Sempra U.S. Gas & Power March 2014 - September 2014
JP Morgan February 2008 - November 2013
Sequent Energy Management February 2002 - February 2008
Education
University of Houston 2000 — 2002
MBA
Baylor University 1995 — 1999
Bachelor, Science and Business
Wayne Scarpitta's J.P. Morgan Experience 2008 - Present
Job Associate at JP Morgan
Industry Financial Services
Experience
JP Morgan 2008 - Present
Bear Stearns / JPMorgan 1995 - 2008
Prudential Financial 1987 - 1995
Barclays 1985 - 1987
Merrill Lynch Pierce Fenner 1983 - 1985
Skills
Equities, Fixed Income, Prime Brokerage, Securities, Hedge Funds, FINRA, Middle Office, Capital Markets, Series 7, Settlement, Derivatives, Bloomberg, AML, Trading, Series 63, Electronic Trading, Investment Banking, Financial Services, Corporate Actions, Alternative Investments, Trading Systems, Portfolio Management, Options, KYC, Back Office, Equity Trading, Equity Derivatives, Credit Derivatives, Swaps, Market Data, Securities Lending, Bonds, Structured Products, Financial Markets, Investment Advisory, FX Options, Mutual Funds, ETFs, Fund Of Funds, Finance, Collateral Management, Global Custody, Equity Research, Proprietary Trading, Asset Management, Reference Data
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
Bachelor’s Degree, Insurance
JP Morgan 2008 - Present
Bear Stearns / JPMorgan 1995 - 2008
Prudential Financial 1987 - 1995
Barclays 1985 - 1987
Merrill Lynch Pierce Fenner 1983 - 1985
Skills
Equities, Fixed Income, Prime Brokerage, Securities, Hedge Funds, FINRA, Middle Office, Capital Markets, Series 7, Settlement, Derivatives, Bloomberg, AML, Trading, Series 63, Electronic Trading, Investment Banking, Financial Services, Corporate Actions, Alternative Investments, Trading Systems, Portfolio Management, Options, KYC, Back Office, Equity Trading, Equity Derivatives, Credit Derivatives, Swaps, Market Data, Securities Lending, Bonds, Structured Products, Financial Markets, Investment Advisory, FX Options, Mutual Funds, ETFs, Fund Of Funds, Finance, Collateral Management, Global Custody, Equity Research, Proprietary Trading, Asset Management, Reference Data
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
Bachelor’s Degree, Insurance
Sridhar Bhosalay's J.P. Morgan Experience May 2010 - Present
Job JP Morgan Investment banking
Industry Financial Services
Experience
JP Morgan May 2010 - Present
GlobeOp Financial Services August 2007 - May 2010
Skills
Capital Markets, Portfolio Management, Invesment Banking, SAP, Cognos, Business Objects, Equities, Equity Derivatives, Valuation, Derivatives
Education
CFA Institute, USA 2011 — 2011
CFA Level 1
Birla Institute of Technology and Science, Pilani 2003 — 2007
M.Sc, Finance
JP Morgan May 2010 - Present
GlobeOp Financial Services August 2007 - May 2010
Skills
Capital Markets, Portfolio Management, Invesment Banking, SAP, Cognos, Business Objects, Equities, Equity Derivatives, Valuation, Derivatives
Education
CFA Institute, USA 2011 — 2011
CFA Level 1
Birla Institute of Technology and Science, Pilani 2003 — 2007
M.Sc, Finance
Kali Mon's J.P. Morgan Experience January 2008 - August 2008
Job AVP Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank September 2014 - Present
Morgan Stanley March 2010 - August 2014
Citigroup August 2008 - March 2010
JP Morgan January 2008 - August 2008
JPMorgan Chase 2005 - 2007
Skills
Financial Modeling, Financial Analysis, Capital Markets, Valuation, Hedge Funds, Corporate Finance, Investments, Business Analysis, Asset Managment, Private Equity, Analysis, Banking, Asset Management
Education
Binghamton University - School of Management 1999 — 2003
BS, Finance & MIS
Deutsche Bank September 2014 - Present
Morgan Stanley March 2010 - August 2014
Citigroup August 2008 - March 2010
JP Morgan January 2008 - August 2008
JPMorgan Chase 2005 - 2007
Skills
Financial Modeling, Financial Analysis, Capital Markets, Valuation, Hedge Funds, Corporate Finance, Investments, Business Analysis, Asset Managment, Private Equity, Analysis, Banking, Asset Management
Education
Binghamton University - School of Management 1999 — 2003
BS, Finance & MIS
Greg Motlasz's J.P. Morgan Experience July 2005 - Present
Job at
Industry Banking
Experience
JP Morgan July 2005 - Present
ServiceCentral Technologies 1999 - 2001
Georgia Institute of Technology September 1997 - February 1999
EarthLink September 1996 - March 1998
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1998
MBA, Computer Information Systems
Bloomsburg University of Pennsylvania 1988 — 1991
BA, Business Economics
JP Morgan July 2005 - Present
ServiceCentral Technologies 1999 - 2001
Georgia Institute of Technology September 1997 - February 1999
EarthLink September 1996 - March 1998
Education
Georgia State University - J. Mack Robinson College of Business 1995 — 1998
MBA, Computer Information Systems
Bloomsburg University of Pennsylvania 1988 — 1991
BA, Business Economics
Jordan Dreilinger's J.P. Morgan Experience March 2015 - Present
Job Vice President, Global Regulatory Initiatives
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
J.P. Morgan March 2013 - March 2015
JP Morgan July 2010 - March 2013
Swiss Re January 2007 - June 2010
Swiss Re January 2005 - December 2006
Swiss Re September 2003 - December 2004
Susquehanna International Group September 2000 - December 2002
Skills
Derivatives, Settlement, Fixed Income, Bonds, Trading, Capital Markets, Equities, Risk Management, Middle Office, Bloomberg, Financial Services, Investment Banking, Trading Systems, Hedge Funds, Asset Management
Education
Binghamton University 1997 — 2000
BA, Economics
J.P. Morgan March 2015 - Present
J.P. Morgan March 2013 - March 2015
JP Morgan July 2010 - March 2013
Swiss Re January 2007 - June 2010
Swiss Re January 2005 - December 2006
Swiss Re September 2003 - December 2004
Susquehanna International Group September 2000 - December 2002
Skills
Derivatives, Settlement, Fixed Income, Bonds, Trading, Capital Markets, Equities, Risk Management, Middle Office, Bloomberg, Financial Services, Investment Banking, Trading Systems, Hedge Funds, Asset Management
Education
Binghamton University 1997 — 2000
BA, Economics
Carol Pardee's J.P. Morgan Experience July 1985 - January 1990
Job
Industry Information Technology and Services
Experience
Deutsche Bank June 1993 - October 2002
Smith Barney February 1991 - June 1993
CS First Boston January 1990 - February 1991
J.P Morgan July 1985 - January 1990
Skills
Investment Banking, Fixed Income, Trading Systems, Business Analysis, Electronic Trading, Capital Markets, SDLC, Integration, Risk Management, Program Management, Leadership, Financial Services, Customer Service, Portfolio Management, Change Management, IT Strategy, Vendor Management, Sybase
Education
Baruch College, City University of New York (CUNY)
MS, Computer Methodology
Baruch College, City University of New York (CUNY) 1981 — 1984
BBA, Computer Systems
Deutsche Bank June 1993 - October 2002
Smith Barney February 1991 - June 1993
CS First Boston January 1990 - February 1991
J.P Morgan July 1985 - January 1990
Skills
Investment Banking, Fixed Income, Trading Systems, Business Analysis, Electronic Trading, Capital Markets, SDLC, Integration, Risk Management, Program Management, Leadership, Financial Services, Customer Service, Portfolio Management, Change Management, IT Strategy, Vendor Management, Sybase
Education
Baruch College, City University of New York (CUNY)
MS, Computer Methodology
Baruch College, City University of New York (CUNY) 1981 — 1984
BBA, Computer Systems
Judy Loseman's J.P. Morgan Experience May 1984 - Present
Job Private Banker at JPMorgan Chase
Industry Banking
Experience
JP Morgan May 1984 - Present
Skills
Private Banking, Portfolio Management, Investments, Asset Management, Equities, Banking, Fixed Income, Asset Allocation, Hedge Funds, Alternative Investments, Investment Management, Mutual Funds, Capital Markets, Bonds, Credit, High Net Worth...
Education
Benedictine University 1982 — 1983
JP Morgan May 1984 - Present
Skills
Private Banking, Portfolio Management, Investments, Asset Management, Equities, Banking, Fixed Income, Asset Allocation, Hedge Funds, Alternative Investments, Investment Management, Mutual Funds, Capital Markets, Bonds, Credit, High Net Worth...
Education
Benedictine University 1982 — 1983
Marika Kennedy-George's J.P. Morgan Experience September 1982 - August 1998
Job Manager, Financial Analysis at Prudential Financial
Industry Financial Services
Experience
Prudential Financial September 1998 - Present
JP Morgan September 1982 - August 1998
Skills
Banking, Asset Managment, Investment Management, Investor Relations, Due Diligence, Capital Markets, Financial Markets, Business Objects, Variance Analysis, Vendor Management, Hyperion Enterprise, Corporate Finance, Investments, Finance, Financial Analysis, Managerial Finance, Accounting, Internal Controls, Financial Modeling, Strategic Financial..., Financial Reporting, Mutual Funds, Essbase, Financial Accounting, Forecasting, Business Analysis, Insurance, Business Process..., Life Insurance, Financial Forecasting, Sarbanes-Oxley Act, Budgets, SEC filings, Asset Management, Financial Planning
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, Accounting and Investment
Prudential Financial September 1998 - Present
JP Morgan September 1982 - August 1998
Skills
Banking, Asset Managment, Investment Management, Investor Relations, Due Diligence, Capital Markets, Financial Markets, Business Objects, Variance Analysis, Vendor Management, Hyperion Enterprise, Corporate Finance, Investments, Finance, Financial Analysis, Managerial Finance, Accounting, Internal Controls, Financial Modeling, Strategic Financial..., Financial Reporting, Mutual Funds, Essbase, Financial Accounting, Forecasting, Business Analysis, Insurance, Business Process..., Life Insurance, Financial Forecasting, Sarbanes-Oxley Act, Budgets, SEC filings, Asset Management, Financial Planning
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, Accounting and Investment
Shelly Liang's J.P. Morgan Experience January 2008 - December 2009
Job Private Equity LEC at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2011 - Present
SS&C Fund Services January 2010 - June 2011
JP Morgan January 2008 - December 2009
Sumitomo Mitsui Banking Corporation February 2007 - December 2007
Skills
Capital Markets
Education
Columbia University in the City of New York 2012 — 2015
Master of Public Administration, International Economic Policy
City University of New York-Baruch College 2005 — 2009
BBA, Accounting (Magna Cum Laude)
Credit Suisse July 2011 - Present
SS&C Fund Services January 2010 - June 2011
JP Morgan January 2008 - December 2009
Sumitomo Mitsui Banking Corporation February 2007 - December 2007
Skills
Capital Markets
Education
Columbia University in the City of New York 2012 — 2015
Master of Public Administration, International Economic Policy
City University of New York-Baruch College 2005 — 2009
BBA, Accounting (Magna Cum Laude)
Steven Chai's J.P. Morgan Experience February 2011 - Present
Job at
Industry Financial Services
Experience
JP Morgan February 2011 - Present
JP Morgan March 2008 - February 2011
Bear Stearns July 2001 - March 2008
CBWCHC February 1997 - March 2000
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA
Baruch College, City University of New York (CUNY) 1991 — 1996
BBA
JP Morgan February 2011 - Present
JP Morgan March 2008 - February 2011
Bear Stearns July 2001 - March 2008
CBWCHC February 1997 - March 2000
Education
Baruch College, City University of New York (CUNY) 1999 — 2001
MBA
Baruch College, City University of New York (CUNY) 1991 — 1996
BBA
Brian Bovino's J.P. Morgan Experience June 2010 - August 2010
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
JPMorgan Investment Management July 2015 - Present
J.P. Morgan Asset Management September 2014 - July 2015
J.P. Morgan Private Bank August 2013 - September 2014
JP Morgan Asset Management July 2011 - July 2013
The Boston Consulting Group August 2010 - May 2011
JP Morgan June 2010 - August 2010
Kappa Sigma Fraternity October 2008 - June 2010
The Boston Consulting Group August 2009 - May 2010
JPMorgan Chase & Co June 2009 - August 2009
Skills
Problem Solving, Teamwork, Hard Worker, Series 7, Series 63
Education
Bentley University 2007 — 2011
Bachelor of Science, Marketing and Liberal Studies Major of Media and Culture
Northern Highlands Regional High School 2003 — 2007
JPMorgan Investment Management July 2015 - Present
J.P. Morgan Asset Management September 2014 - July 2015
J.P. Morgan Private Bank August 2013 - September 2014
JP Morgan Asset Management July 2011 - July 2013
The Boston Consulting Group August 2010 - May 2011
JP Morgan June 2010 - August 2010
Kappa Sigma Fraternity October 2008 - June 2010
The Boston Consulting Group August 2009 - May 2010
JPMorgan Chase & Co June 2009 - August 2009
Skills
Problem Solving, Teamwork, Hard Worker, Series 7, Series 63
Education
Bentley University 2007 — 2011
Bachelor of Science, Marketing and Liberal Studies Major of Media and Culture
Northern Highlands Regional High School 2003 — 2007
Tingting Cai, CPA's J.P. Morgan Experience June 2009 - October 2009
Job Audit Manager at KPMG
Industry Accounting
Experience
KPMG December 2010 - Present
Mitchell & Titus LLP October 2009 - November 2010
JP Morgan June 2009 - October 2009
Ernst & Young LLP September 2007 - April 2009
Ernst & Young LLP July 2006 - August 2006
PricewaterhouseCoopers LLP January 2006 - May 2006
Skills
Auditing, Tax, Internal Controls, Financial Reporting, Financial Analysis, Financial Statements
Education
Binghamton University - School of Management 2003 — 2007
B.S., Accounting
Binghamton University
Bachelor of Science, Accounting
KPMG December 2010 - Present
Mitchell & Titus LLP October 2009 - November 2010
JP Morgan June 2009 - October 2009
Ernst & Young LLP September 2007 - April 2009
Ernst & Young LLP July 2006 - August 2006
PricewaterhouseCoopers LLP January 2006 - May 2006
Skills
Auditing, Tax, Internal Controls, Financial Reporting, Financial Analysis, Financial Statements
Education
Binghamton University - School of Management 2003 — 2007
B.S., Accounting
Binghamton University
Bachelor of Science, Accounting
Carolyn Redden's J.P. Morgan Experience October 2013 - October 2014
Job Head of Plan Sponsor Contracting
Industry Financial Services
Experience
Great-West Financial October 2014 - Present
JP Morgan October 2013 - October 2014
BridgePoint Group, LLC December 2011 - February 2012
Fidelity Investments March 1994 - March 2011
Skills
Employee Benefits, Mutual Funds, Compliance, Healthcare Management, Strategic Planning &..., Team Leadership, Cross-functional Team..., Strategic Planning, Budgets, Risk Management, Team Building, Contract Negotiation, Outsourcing, Analysis, Healthcare, Financial Services, Investments, Finance
Education
Bentley University 2013 — 2013
Master of Science in Financial Planning
Regis College Graduate School of Health Professions, Weston, MA 2012 — 2012
Graduate Certificate in Health Administration, Health/Health Care Administration/Management, GPA 4.0/4.0
Seton Hall University - W. Paul Stillman School of Business 1992 — 1994
MBA, Summa Cum Laude, Concentrations in Finance and International Business
Seton Hall University, B.S.
BS, Summa Cum Laude, Business Education and Accounting
Great-West Financial October 2014 - Present
JP Morgan October 2013 - October 2014
BridgePoint Group, LLC December 2011 - February 2012
Fidelity Investments March 1994 - March 2011
Skills
Employee Benefits, Mutual Funds, Compliance, Healthcare Management, Strategic Planning &..., Team Leadership, Cross-functional Team..., Strategic Planning, Budgets, Risk Management, Team Building, Contract Negotiation, Outsourcing, Analysis, Healthcare, Financial Services, Investments, Finance
Education
Bentley University 2013 — 2013
Master of Science in Financial Planning
Regis College Graduate School of Health Professions, Weston, MA 2012 — 2012
Graduate Certificate in Health Administration, Health/Health Care Administration/Management, GPA 4.0/4.0
Seton Hall University - W. Paul Stillman School of Business 1992 — 1994
MBA, Summa Cum Laude, Concentrations in Finance and International Business
Seton Hall University, B.S.
BS, Summa Cum Laude, Business Education and Accounting
Peggy Falanga's J.P. Morgan Experience July 1990 - July 1992
Job NonProfit Volunteer
Industry Nonprofit Organization Management
Experience
Research Down Syndrome 2010 - Present
Woodcliff Lake PFA 2008 - Present
Woodcliff Lake SEPAC (Special Education Parent Advisory Committee) 2006 - Present
The Candle Lighters 2006 - Present
Farbest Brands 1992 - September 1999
JP Morgan July 1990 - July 1992
Education
Binghamton University 1986 — 1990
BS, Business Management
Research Down Syndrome 2010 - Present
Woodcliff Lake PFA 2008 - Present
Woodcliff Lake SEPAC (Special Education Parent Advisory Committee) 2006 - Present
The Candle Lighters 2006 - Present
Farbest Brands 1992 - September 1999
JP Morgan July 1990 - July 1992
Education
Binghamton University 1986 — 1990
BS, Business Management
Raghavan Gopalsamy's J.P. Morgan Experience 2006 - 2008
Job VP at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2008 - Present
JP Morgan 2006 - 2008
Education
Columbia Business School
Master of Business Administration (MBA)
State University of New York at Binghamton
Bachelor of Science (B.S.), Economics
Goldman Sachs August 2008 - Present
JP Morgan 2006 - 2008
Education
Columbia Business School
Master of Business Administration (MBA)
State University of New York at Binghamton
Bachelor of Science (B.S.), Economics
Jothee Pathmanathan's J.P. Morgan Experience August 2000 - December 2000
Job Managing Partner at KJ Path Actuarial Consulting
Industry Insurance
Experience
KJ Path Actuarial Consulting June 2015 - Present
AlphaCare of New York, Inc. February 2014 - June 2015
EmblemHealth January 2001 - August 2013
JP Morgan August 2000 - December 2000
The Segal Company July 1999 - August 2000
KLCS Asset Management March 1997 - April 1999
Skills
Health Insurance, Medicare, Managed Care, Insurance, Medicaid, Healthcare, Access, HIPAA, HMO, Health Policy, Employee Benefits, Risk Management, Data Warehousing, Testing, Microsoft Excel, Microsoft Office, Claim, Actuarial Science, Data Analysis, Financial Modeling, Business Strategy
Education
Society of Actuaries 2001 — 2007
FSA, MAAA, Finance, Risk Management and Mathematics, FSA
Baruch College, City University of New York (CUNY) 1992 — 1995
Bachelor of Business Administration (BBA), Finance and Mathematics, 3.83
KJ Path Actuarial Consulting June 2015 - Present
AlphaCare of New York, Inc. February 2014 - June 2015
EmblemHealth January 2001 - August 2013
JP Morgan August 2000 - December 2000
The Segal Company July 1999 - August 2000
KLCS Asset Management March 1997 - April 1999
Skills
Health Insurance, Medicare, Managed Care, Insurance, Medicaid, Healthcare, Access, HIPAA, HMO, Health Policy, Employee Benefits, Risk Management, Data Warehousing, Testing, Microsoft Excel, Microsoft Office, Claim, Actuarial Science, Data Analysis, Financial Modeling, Business Strategy
Education
Society of Actuaries 2001 — 2007
FSA, MAAA, Finance, Risk Management and Mathematics, FSA
Baruch College, City University of New York (CUNY) 1992 — 1995
Bachelor of Business Administration (BBA), Finance and Mathematics, 3.83
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.