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
Sam Nelson Sam Nelson's J.P. Morgan Experience June 2010 - August 2010
Job MBA/M.Ed. Candidate at Darden School of Business
Industry Education Management
Experience
Bridge International Academies February 2015 - July 2015
BloomReach October 2013 - February 2015
Cornerstone Research June 2011 - September 2013
JP Morgan June 2010 - August 2010
Utah Fund of Funds January 2010 - May 2010
US Treasury August 2009 - December 2009
Skills
Data Analysis, Business Strategy, Financial Analysis, Econometrics, Microsoft Excel, Stata, SAS, Bloomberg, Market Research, Spanish, Valuation, Financial Modeling, Analysis, Statistics, Microsoft Office, Corporate Finance, Litigation Consulting, Research, Economics, Strategy, Public Speaking
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brigham Young University 2004 — 2010
Bachelor of Arts, Economics
Bridge International Academies February 2015 - July 2015
BloomReach October 2013 - February 2015
Cornerstone Research June 2011 - September 2013
JP Morgan June 2010 - August 2010
Utah Fund of Funds January 2010 - May 2010
US Treasury August 2009 - December 2009
Skills
Data Analysis, Business Strategy, Financial Analysis, Econometrics, Microsoft Excel, Stata, SAS, Bloomberg, Market Research, Spanish, Valuation, Financial Modeling, Analysis, Statistics, Microsoft Office, Corporate Finance, Litigation Consulting, Research, Economics, Strategy, Public Speaking
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Brigham Young University 2004 — 2010
Bachelor of Arts, Economics
Calvin E. Schmid, Ph.D. Calvin E. Schmid, Ph.D.'s J.P. Morgan Experience September 1995 - July 2000
Job Principal at The Ronin Consulting Group
Industry Management Consulting
Experience
The Ronin Consulting Group September 2004 - Present
Nestle Infant Nutrition/Gerber Life Insurance December 2006 - May 2009
Wyeth February 2002 - September 2004
Putnam Investments July 2000 - February 2002
JP Morgan September 1995 - July 2000
AlliedSignal December 1993 - September 1995
Warner Lambert May 1989 - December 1993
Marion Laboratories, Inc. August 1987 - May 1989
General Motors May 1982 - July 1987
Skills
Talent Management, Organizational..., Leadership Development, Executive Coaching, Organizational..., Culture Change, Succession Planning, Management Development, 360 Feedback, Executive Development, Coaching, Change Management, Strategic Planning, Employee Engagement, Cross-functional Team..., Organizational Design, Team Building, Process Improvement, Mentoring, Business Strategy, Human Resources, Leadership, Performance Management, Management, Employee Training, Business Process..., Labor Relations, Start-ups, Program Management, HRIS, Instructional Design, Employee Relations, Onboarding, Executive Search, Management Consulting, Career Development, Strategy, Workforce Planning, Analysis, Workshop Facilitation, Business Analysis, Project Planning, MBTI, Recruiting, Interviews, Personnel Management, Employee Benefits, Deferred Compensation, HR Transformation, Talent Acquisition
Education
Boston College 1980 — 1987
Ph.D., Psychology
Boston College 1976 — 1980
MA Psychology, Social and Community Psychology
Boston University 1970 — 1976
Bachelor of Arts (B.A.), Psychology
x
The Ronin Consulting Group September 2004 - Present
Nestle Infant Nutrition/Gerber Life Insurance December 2006 - May 2009
Wyeth February 2002 - September 2004
Putnam Investments July 2000 - February 2002
JP Morgan September 1995 - July 2000
AlliedSignal December 1993 - September 1995
Warner Lambert May 1989 - December 1993
Marion Laboratories, Inc. August 1987 - May 1989
General Motors May 1982 - July 1987
Skills
Talent Management, Organizational..., Leadership Development, Executive Coaching, Organizational..., Culture Change, Succession Planning, Management Development, 360 Feedback, Executive Development, Coaching, Change Management, Strategic Planning, Employee Engagement, Cross-functional Team..., Organizational Design, Team Building, Process Improvement, Mentoring, Business Strategy, Human Resources, Leadership, Performance Management, Management, Employee Training, Business Process..., Labor Relations, Start-ups, Program Management, HRIS, Instructional Design, Employee Relations, Onboarding, Executive Search, Management Consulting, Career Development, Strategy, Workforce Planning, Analysis, Workshop Facilitation, Business Analysis, Project Planning, MBTI, Recruiting, Interviews, Personnel Management, Employee Benefits, Deferred Compensation, HR Transformation, Talent Acquisition
Education
Boston College 1980 — 1987
Ph.D., Psychology
Boston College 1976 — 1980
MA Psychology, Social and Community Psychology
Boston University 1970 — 1976
Bachelor of Arts (B.A.), Psychology
x
Rebecca Zirman's J.P. Morgan Experience August 1996 - August 1999
Job Manager, Web Channel at E*TRADE Financial
Industry Banking
Experience
E*TRADE Financial June 2011 - Present
UBS Wealth Management January 2009 - June 2011
Lehman Brothers April 2007 - September 2008
MetLife December 2006 - April 2007
JP Morgan August 1996 - August 1999
Swiss Bank Corporation October 1993 - June 1996
Swiss Bank Corporation August 1991 - September 1993
Skills
Define Business..., Liason between..., Conduct high level..., Gather user feedback as..., Third Party Vendor..., Business Analysis, Agile Project Management, Business Requirements, Risk Management, SDLC, Project Management, Product Management, Agile Methodologies, User Experience, Strategy, Business Process, Cross-functional Team...
Education
Boston University 1988 — 1991
Master of Science (MS), Information Systems and MBA
Union College 1984 — 1987
BS, Computer Science
E*TRADE Financial June 2011 - Present
UBS Wealth Management January 2009 - June 2011
Lehman Brothers April 2007 - September 2008
MetLife December 2006 - April 2007
JP Morgan August 1996 - August 1999
Swiss Bank Corporation October 1993 - June 1996
Swiss Bank Corporation August 1991 - September 1993
Skills
Define Business..., Liason between..., Conduct high level..., Gather user feedback as..., Third Party Vendor..., Business Analysis, Agile Project Management, Business Requirements, Risk Management, SDLC, Project Management, Product Management, Agile Methodologies, User Experience, Strategy, Business Process, Cross-functional Team...
Education
Boston University 1988 — 1991
Master of Science (MS), Information Systems and MBA
Union College 1984 — 1987
BS, Computer Science
Teresa Steele Teresa Steele's J.P. Morgan Experience May 2011 - April 2012
Job Charles River SME Consultant at Confidential
Industry Financial Services
Experience
Deutsche Bank May 2015 - August 2015
Wells Fargo June 2014 - February 2015
Franklin Templeton Investments March 2013 - November 2013
Schroders October 2012 - November 2012
Robeco May 2012 - August 2012
JP Morgan May 2011 - April 2012
Wachovia Securities September 2007 - March 2008
Linsco Private Ledger July 2007 - September 2007
RICE HALL JAMES March 2007 - July 2007
Metlife September 2005 - June 2006
Skills
Auditing, Fixed Income, Equities, Risk Management, Compliance, Charles River, Financial Services, Mutual Funds, Investments, Quality Assurance, Trading, Charles River IMS, Portfolio Management, Securities, Capital Markets, Asset Management, Hedge Funds, Financial Risk, Alternative Investments, Trading Systems, AML, Corporate Actions, Investment Management, Investment Banking, Market Data, Financial Markets, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Technology & International Management
Lomonosov Moscow State University (MSU) 1998 — 1999
BA, International Relations
University of Massachusetts Boston 1995 — 1999
BA, Russian Studies/International Relations
Deutsche Bank May 2015 - August 2015
Wells Fargo June 2014 - February 2015
Franklin Templeton Investments March 2013 - November 2013
Schroders October 2012 - November 2012
Robeco May 2012 - August 2012
JP Morgan May 2011 - April 2012
Wachovia Securities September 2007 - March 2008
Linsco Private Ledger July 2007 - September 2007
RICE HALL JAMES March 2007 - July 2007
Metlife September 2005 - June 2006
Skills
Auditing, Fixed Income, Equities, Risk Management, Compliance, Charles River, Financial Services, Mutual Funds, Investments, Quality Assurance, Trading, Charles River IMS, Portfolio Management, Securities, Capital Markets, Asset Management, Hedge Funds, Financial Risk, Alternative Investments, Trading Systems, AML, Corporate Actions, Investment Management, Investment Banking, Market Data, Financial Markets, Bonds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Technology & International Management
Lomonosov Moscow State University (MSU) 1998 — 1999
BA, International Relations
University of Massachusetts Boston 1995 — 1999
BA, Russian Studies/International Relations
Santiago Caraballo's J.P. Morgan Experience May 2003 - November 2004
Job Sr. Vice President/Sr. Client Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America November 2008 - August 2012
Sumitomo Mitsui Banking Corporation September 2008 - November 2008
Bear, Stearns & Co. Inc. September 2006 - August 2008
Bear Stearns November 2004 - September 2006
JP Morgan May 2003 - November 2004
Chase Manhattan Bank August 2001 - May 2003
Chase Manhattan Bank August 2000 - August 2001
Skills
Relationship Management, Portfolio Management, Credit Risk, Credit Analysis, Corporate Finance, Financial Modeling, Capital Markets, Loans, Financial Risk
Education
Boston University - School of Management 1997 — 2000
Bachelor of Science (B.S.)
Choate Rosemary Hall 1991 — 1995
Bank of America November 2008 - August 2012
Sumitomo Mitsui Banking Corporation September 2008 - November 2008
Bear, Stearns & Co. Inc. September 2006 - August 2008
Bear Stearns November 2004 - September 2006
JP Morgan May 2003 - November 2004
Chase Manhattan Bank August 2001 - May 2003
Chase Manhattan Bank August 2000 - August 2001
Skills
Relationship Management, Portfolio Management, Credit Risk, Credit Analysis, Corporate Finance, Financial Modeling, Capital Markets, Loans, Financial Risk
Education
Boston University - School of Management 1997 — 2000
Bachelor of Science (B.S.)
Choate Rosemary Hall 1991 — 1995
Henry Orzynski Henry Orzynski's J.P. Morgan Experience July 2015 - Present
Job Advice Lab Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan July 2012 - Present
Boston University Educational Resource Center September 2009 - December 2011
JP Morgan June 2011 - August 2011
BlueStar AMG September 2010 - December 2010
Syntrinsic Investment Counsel May 2010 - August 2010
Lianda Foreign Language School (Zhengzhou, China) June 2009 - August 2009
Skills
Mandarin, Chinese, English, Investments, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Event Planning, Research, Social Media, Team Building, Teamwork, Strategic Planning, Statistics, Editing, Sales, Teaching, Data Analysis
Education
Boston University 2008 — 2011
Bachelor of Arts (B.A.), Economics and Chinese, GPA 3.94
Fudan University 2010 — 2010
Colorado AcademyJune 2008 2004 — 2008
Chinese and Economics
J.P. Morgan July 2015 - Present
J.P. Morgan July 2012 - Present
Boston University Educational Resource Center September 2009 - December 2011
JP Morgan June 2011 - August 2011
BlueStar AMG September 2010 - December 2010
Syntrinsic Investment Counsel May 2010 - August 2010
Lianda Foreign Language School (Zhengzhou, China) June 2009 - August 2009
Skills
Mandarin, Chinese, English, Investments, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Event Planning, Research, Social Media, Team Building, Teamwork, Strategic Planning, Statistics, Editing, Sales, Teaching, Data Analysis
Education
Boston University 2008 — 2011
Bachelor of Arts (B.A.), Economics and Chinese, GPA 3.94
Fudan University 2010 — 2010
Colorado AcademyJune 2008 2004 — 2008
Chinese and Economics
Clara Luo's J.P. Morgan Experience November 2009 - June 2010
Job Marketing Services Analyst at First Manhattan Consulting Group/FMCG Direct
Industry Financial Services
Experience
First Manhattan Consulting Group July 2014 - Present
BNY Mellon June 2012 - June 2014
ArtCereal October 2011 - January 2012
BNY Mellon June 2011 - August 2011
American Airlines September 2010 - January 2011
BNY Mellon June 2010 - August 2010
JP Morgan November 2009 - June 2010
Industrial Securities Co., Ltd. July 2009 - August 2009
Addteq LLC May 2009 - July 2009
Glassworks Studio Inc May 2009 - July 2009
Skills
Strategy, Marketing, Project Management, Data Analysis, Microsoft Excel, Financial Analysis, Social Media, Market Research, Entrepreneurship, Business Development, Marketing Strategy, Integrated Marketing...
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science, Business Administration; Dual Concentration in Finance and Marketing
Bridgewater Raritan High School 2004 — 2008
First Manhattan Consulting Group July 2014 - Present
BNY Mellon June 2012 - June 2014
ArtCereal October 2011 - January 2012
BNY Mellon June 2011 - August 2011
American Airlines September 2010 - January 2011
BNY Mellon June 2010 - August 2010
JP Morgan November 2009 - June 2010
Industrial Securities Co., Ltd. July 2009 - August 2009
Addteq LLC May 2009 - July 2009
Glassworks Studio Inc May 2009 - July 2009
Skills
Strategy, Marketing, Project Management, Data Analysis, Microsoft Excel, Financial Analysis, Social Media, Market Research, Entrepreneurship, Business Development, Marketing Strategy, Integrated Marketing...
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science, Business Administration; Dual Concentration in Finance and Marketing
Bridgewater Raritan High School 2004 — 2008
Santiago Roel Santos's J.P. Morgan Experience June 2012 - June 2014
Job Associate at Sageview Capital
Industry Venture Capital & Private Equity
Experience
Sageview Capital August 2014 - Present
JP Morgan June 2012 - June 2014
JP Morgan June 2010 - August 2010
Education
Boston University 2009 — 2012
BA, Economics, Magna Cum Laude
Sageview Capital August 2014 - Present
JP Morgan June 2012 - June 2014
JP Morgan June 2010 - August 2010
Education
Boston University 2009 — 2012
BA, Economics, Magna Cum Laude
Jonathan Reall Jonathan Reall's J.P. Morgan Experience September 2009 - December 2009
Job MBA Candidate Kelley School of Business, Indiana University
Industry Marketing and Advertising
Experience
Indiana University Kelley School of Business August 2014 - Present
ConAgra Foods May 2015 - July 2015
Target March 2014 - August 2014
Gluten Free Solutions, LLC May 2013 - July 2014
Target November 2012 - March 2014
Target February 2012 - October 2012
Target August 2010 - February 2012
Brigham Young University August 2008 - April 2010
JP Morgan September 2009 - December 2009
Diversified Financial Planning June 2009 - July 2009
Skills
Management, Data Analysis, Asset Managment, Strategy, Inventory Management, Leadership, Cross-functional Team..., Pricing, Marketing, Budgets, Corporate Finance, Advertising, Asset Management, Financial Analysis, Training, Accounting, Forecasting, Negotiation, Sales, New Business Development, Strategic Planning, Market Analysis, Market Research, Retail, Competitive Analysis, Entrepreneurship, PowerPoint, Merchandising, Marketing Strategy, Teamwork, Business Analysis, Business Strategy, Team Building, Microsoft Excel, Microsoft Word, Microsoft Office, Pricing Strategy
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Duel Majors in Marketing and Business Analytics
Brigham Young University 2004 — 2010
Bachelor's Degree, Business Management, Finance
Brigham Young University 2004 — 2010
Bachelor's Degree, Italian Studies
Indiana University Kelley School of Business August 2014 - Present
ConAgra Foods May 2015 - July 2015
Target March 2014 - August 2014
Gluten Free Solutions, LLC May 2013 - July 2014
Target November 2012 - March 2014
Target February 2012 - October 2012
Target August 2010 - February 2012
Brigham Young University August 2008 - April 2010
JP Morgan September 2009 - December 2009
Diversified Financial Planning June 2009 - July 2009
Skills
Management, Data Analysis, Asset Managment, Strategy, Inventory Management, Leadership, Cross-functional Team..., Pricing, Marketing, Budgets, Corporate Finance, Advertising, Asset Management, Financial Analysis, Training, Accounting, Forecasting, Negotiation, Sales, New Business Development, Strategic Planning, Market Analysis, Market Research, Retail, Competitive Analysis, Entrepreneurship, PowerPoint, Merchandising, Marketing Strategy, Teamwork, Business Analysis, Business Strategy, Team Building, Microsoft Excel, Microsoft Word, Microsoft Office, Pricing Strategy
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Duel Majors in Marketing and Business Analytics
Brigham Young University 2004 — 2010
Bachelor's Degree, Business Management, Finance
Brigham Young University 2004 — 2010
Bachelor's Degree, Italian Studies
Carl Dixon's J.P. Morgan Experience September 2010 - December 2010
Job Associate at Peterson Partners
Industry Venture Capital & Private Equity
Experience
Peterson Partners July 2014 - Present
Credit Suisse November 2012 - June 2014
Lazard June 2012 - November 2012
Lazard Frères & Co. May 2011 - July 2011
JP Morgan September 2010 - December 2010
Zions Bank June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Investment Banking, Alternative Investments, Mergers & Acquisitions, Private Equity, Corporate Finance, Bloomberg
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
Series 79 Passed CFA Level I
Peterson Partners July 2014 - Present
Credit Suisse November 2012 - June 2014
Lazard June 2012 - November 2012
Lazard Frères & Co. May 2011 - July 2011
JP Morgan September 2010 - December 2010
Zions Bank June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Investment Banking, Alternative Investments, Mergers & Acquisitions, Private Equity, Corporate Finance, Bloomberg
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Finance
Series 79 Passed CFA Level I
Danielle Sly Danielle Sly's J.P. Morgan Experience 2008 - 2013
Job Regional Director of Business Development, San Francisco, at The Suburban Jungle Realty Group
Industry Real Estate
Experience
J.P. Morgan 2008 - 2013
JP Morgan 2006 - 2008
J.P. Morgan 2001 - 2006
J.P. Morgan 2000 - 2001
Skills
Investments, Fixed Income, Equities, Strategy, Risk Management, Portfolio Management, Mutual Funds, Management, Financial Analysis, CRM, Business Analysis, Project Management, Fund Accounting, Fund Administration, Process Improvement, Process Engineering, Organizational...
Education
Boston College 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course, Economics
J.P. Morgan 2008 - 2013
JP Morgan 2006 - 2008
J.P. Morgan 2001 - 2006
J.P. Morgan 2000 - 2001
Skills
Investments, Fixed Income, Equities, Strategy, Risk Management, Portfolio Management, Mutual Funds, Management, Financial Analysis, CRM, Business Analysis, Project Management, Fund Accounting, Fund Administration, Process Improvement, Process Engineering, Organizational...
Education
Boston College 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course, Economics
Scott Bird, MBA's J.P. Morgan Experience January 2013 - May 2013
Job CoFounder and Managing Partner at Olympus Wealth Management, LLC
Industry Investment Management
Experience
Olympus Wealth Management, LLC May 2013 - Present
J.P. Morgan January 2013 - May 2013
J.P. Morgan July 2010 - January 2013
J.P. Morgan May 2007 - July 2010
BYU-Idaho January 2007 - May 2007
JP Morgan January 2006 - July 2006
Skills
Financial Modeling, Economics, Financial Analysis, Portfolio Management, Asset Allocation, Investments, Equities, Equity Research, Fixed Income, Hedge Funds, Private Equity, Venture Capital, Emerging Markets, Capital Markets, Due Diligence, Finance, Bloomberg, Valuation, Series 7, Investment Banking
Education
University of Utah - David Eccles School of Business 2011 — 2013
Master of Business Administration (MBA), GPA: 3.94, Top 10% of all graduate students
Brigham Young University - Idaho 2004 — 2007
BA, Economics, Major GPA: 4.0
Olympus Wealth Management, LLC May 2013 - Present
J.P. Morgan January 2013 - May 2013
J.P. Morgan July 2010 - January 2013
J.P. Morgan May 2007 - July 2010
BYU-Idaho January 2007 - May 2007
JP Morgan January 2006 - July 2006
Skills
Financial Modeling, Economics, Financial Analysis, Portfolio Management, Asset Allocation, Investments, Equities, Equity Research, Fixed Income, Hedge Funds, Private Equity, Venture Capital, Emerging Markets, Capital Markets, Due Diligence, Finance, Bloomberg, Valuation, Series 7, Investment Banking
Education
University of Utah - David Eccles School of Business 2011 — 2013
Master of Business Administration (MBA), GPA: 3.94, Top 10% of all graduate students
Brigham Young University - Idaho 2004 — 2007
BA, Economics, Major GPA: 4.0
Patrick P. Jaquinto Patrick P. Jaquinto's J.P. Morgan Experience January 1993 - January 1996
Job North America Technical Sales Leader, Commerce Solutions at IBM
Industry Information Services
Experience
IBM January 2015 - Present
IBM 2012 - Present
IBM 2010 - 2012
IBM December 2005 - 2010
COMSYS 2002 - 2004
Oracle 2001 - 2002
Oracle Corporation 1997 - 2001
Oracle 1996 - 1997
JP Morgan January 1993 - January 1996
Federal Reserve Bank of New York January 1988 - January 1993
Skills
Start-ups, Enterprise Software, SaaS, Pre-sales, Management, Marketing Strategy, Account Management, Cloud Computing, Solution Selling, Professional Services, Leadership, Business Alliances, IT Strategy, Talent Management, Enterprise Architecture, Business Analysis, Business Intelligence, Sales Management, Executive Management, CRM, ERP, Consulting, Selling, Managed Services, Strategic Partnerships, Outsourcing, Sales Process, Direct Sales, Sales, Go-to-market Strategy
Education
Cornell University 2010 — 2010
Pace University 1989 — 1992
MBA
Boston University
The College of New Jersey
Bachelor of Arts (B.A.)
IBM January 2015 - Present
IBM 2012 - Present
IBM 2010 - 2012
IBM December 2005 - 2010
COMSYS 2002 - 2004
Oracle 2001 - 2002
Oracle Corporation 1997 - 2001
Oracle 1996 - 1997
JP Morgan January 1993 - January 1996
Federal Reserve Bank of New York January 1988 - January 1993
Skills
Start-ups, Enterprise Software, SaaS, Pre-sales, Management, Marketing Strategy, Account Management, Cloud Computing, Solution Selling, Professional Services, Leadership, Business Alliances, IT Strategy, Talent Management, Enterprise Architecture, Business Analysis, Business Intelligence, Sales Management, Executive Management, CRM, ERP, Consulting, Selling, Managed Services, Strategic Partnerships, Outsourcing, Sales Process, Direct Sales, Sales, Go-to-market Strategy
Education
Cornell University 2010 — 2010
Pace University 1989 — 1992
MBA
Boston University
The College of New Jersey
Bachelor of Arts (B.A.)
Harald Lund Harald Lund's J.P. Morgan Experience June 2012 - July 2013
Job Operations Manager at Glencore LTD
Industry Logistics and Supply Chain
Experience
Glencore LTD June 2015 - Present
Cambridge Energy LNG June 2013 - June 2015
JP Morgan June 2012 - July 2013
GT Commodities LLC March 2011 - June 2012
Eni Trading & Shipping Inc. January 2003 - February 2011
SGS Oil & Gas November 1998 - November 2003
Maersk Line 1986 - 1992
Skills
Oil, Energy, Logistics, Commodities, Trading, Petroleum, Operations Management, Problem Solving, Inventory Management, Scheduling, Freight, Operation, Quality Management, Crude Oil, Transportation, Contract Management, Shipping, Negotiation, Analysis, Gas, Business Planning, Business Analysis, Business Strategy, Contract Negotiation, Oil&Gas, International Business, Pricing, Process Scheduler, Commodity, Oil/Gas, Commodity Markets, Project Planning, Supply Chain Management, Procurement, Supervisory Skills, Petrochemical, Risk Management, Inspection, Natural Gas, Supply Chain, Risk Assessment, LNG, LPG, Jet Fuel, Heating Oil, Gasoline, Refined Products, Downstream Oil & Gas, Oil & Gas Industry, Project Management
Education
British Columbia Institute of Technology 2013 — 2015
Bachelor of Science (BS), International Business
British Columbia Institute of Technology
Associate, Operations Management
Glencore LTD June 2015 - Present
Cambridge Energy LNG June 2013 - June 2015
JP Morgan June 2012 - July 2013
GT Commodities LLC March 2011 - June 2012
Eni Trading & Shipping Inc. January 2003 - February 2011
SGS Oil & Gas November 1998 - November 2003
Maersk Line 1986 - 1992
Skills
Oil, Energy, Logistics, Commodities, Trading, Petroleum, Operations Management, Problem Solving, Inventory Management, Scheduling, Freight, Operation, Quality Management, Crude Oil, Transportation, Contract Management, Shipping, Negotiation, Analysis, Gas, Business Planning, Business Analysis, Business Strategy, Contract Negotiation, Oil&Gas, International Business, Pricing, Process Scheduler, Commodity, Oil/Gas, Commodity Markets, Project Planning, Supply Chain Management, Procurement, Supervisory Skills, Petrochemical, Risk Management, Inspection, Natural Gas, Supply Chain, Risk Assessment, LNG, LPG, Jet Fuel, Heating Oil, Gasoline, Refined Products, Downstream Oil & Gas, Oil & Gas Industry, Project Management
Education
British Columbia Institute of Technology 2013 — 2015
Bachelor of Science (BS), International Business
British Columbia Institute of Technology
Associate, Operations Management
Rock Carter Rock Carter's J.P. Morgan Experience June 2011 - September 2011
Job Project Manager Strategic Capacity Parks Creative at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. August 2015 - Present
NBCUniversal, Inc. July 2014 - July 2015
Comcast June 2012 - July 2014
Comcast January 2014 - June 2014
Comcast June 2013 - January 2014
Comcast June 2012 - June 2013
redKonnect August 2011 - July 2012
Atlantic Trust August 2011 - January 2012
JP Morgan June 2011 - September 2011
BambooHR December 2010 - April 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance, Forecasting, Financial Reporting, Competitive Analysis, Entrepreneurship, Portfolio Management, Investments, Management, Executive Management, Strategic Planning, Analysis, Business Strategy, Financial Services, Microsoft Office, Microsoft Excel, Equities, Data Analysis, Bloomberg Terminal, Strategic Financial..., Market Research, Finance
Education
Brigham Young University 2008 — 2011
BS, Business Finance
Green Mountain Highschool
NBCUniversal, Inc. August 2015 - Present
NBCUniversal, Inc. July 2014 - July 2015
Comcast June 2012 - July 2014
Comcast January 2014 - June 2014
Comcast June 2013 - January 2014
Comcast June 2012 - June 2013
redKonnect August 2011 - July 2012
Atlantic Trust August 2011 - January 2012
JP Morgan June 2011 - September 2011
BambooHR December 2010 - April 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Corporate Finance, Forecasting, Financial Reporting, Competitive Analysis, Entrepreneurship, Portfolio Management, Investments, Management, Executive Management, Strategic Planning, Analysis, Business Strategy, Financial Services, Microsoft Office, Microsoft Excel, Equities, Data Analysis, Bloomberg Terminal, Strategic Financial..., Market Research, Finance
Education
Brigham Young University 2008 — 2011
BS, Business Finance
Green Mountain Highschool
Stuart S. Thompson Stuart S. Thompson's J.P. Morgan Experience 2001 - 2004
Job Director, Real Estate – Americas at Equinix
Industry Real Estate
Experience
Equinix November 2014 - Present
Equinix March 2014 - Present
Equinix February 2012 - Present
Pacific Urban Residential July 2011 - February 2012
Pulte Homes August 2009 - July 2011
Centex Homes August 2005 - August 2009
The Ryland Group 2004 - 2005
JP Morgan 2001 - 2004
Skills
Competitive Analysis, Mergers & Acquisitions, Due Diligence, Contract Negotiation, Real Estate Development, Financial Modeling, Real Estate, Strategic Planning, Budgets, Acquisitions, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA, Real Estate & Finance
Brigham Young University 1997 — 2000
BSci - Business Management, International Finance Emphasis
Equinix November 2014 - Present
Equinix March 2014 - Present
Equinix February 2012 - Present
Pacific Urban Residential July 2011 - February 2012
Pulte Homes August 2009 - July 2011
Centex Homes August 2005 - August 2009
The Ryland Group 2004 - 2005
JP Morgan 2001 - 2004
Skills
Competitive Analysis, Mergers & Acquisitions, Due Diligence, Contract Negotiation, Real Estate Development, Financial Modeling, Real Estate, Strategic Planning, Budgets, Acquisitions, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA, Real Estate & Finance
Brigham Young University 1997 — 2000
BSci - Business Management, International Finance Emphasis
Deepta Dhami's J.P. Morgan Experience April 2008 - August 2010
Job Experienced Sr. Business Analyst in Finance,Healthcare & IT domains
Industry Financial Services
Experience
UnitedHealth Group April 2014 - Present
Business Analyst October 2012 - February 2014
IBM August 2011 - May 2012
JP Morgan April 2008 - August 2010
Oracle Financial Services Software Ltd September 2004 - March 2008
Skills
Excel, PowerPoint, Microsoft Office, Financial Modeling, Financial Analysis, Marketing Research, Corporate Finance, Data Analysis, Business Analysis, Requirements Analysis, User Acceptance Testing, Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Dept of Computer Science, Punjabi University Patiala 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science and Engineering
UnitedHealth Group April 2014 - Present
Business Analyst October 2012 - February 2014
IBM August 2011 - May 2012
JP Morgan April 2008 - August 2010
Oracle Financial Services Software Ltd September 2004 - March 2008
Skills
Excel, PowerPoint, Microsoft Office, Financial Modeling, Financial Analysis, Marketing Research, Corporate Finance, Data Analysis, Business Analysis, Requirements Analysis, User Acceptance Testing, Microsoft Excel
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration (MBA)
Dept of Computer Science, Punjabi University Patiala 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science and Engineering
Brendan Scollans's J.P. Morgan Experience 1998 - 2000
Job Partner at Avista Capital Partners
Industry Investment Management
Experience
Avista Capital Partners 2005 - Present
Telular Corporation 2013 - Present
DataBank 2011 - Present
WOW! Internet, Cable & Phone 2006 - Present
InvestorPlace Media 2007 - Present
IWCO Direct 2007 - Present
DLJ Merchant Banking Partners 2003 - 2005
J.P. Morgan 1998 - 2000
JP Morgan 1995 - 1998
Education
Harvard Business School 2000 — 2002
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
BS, Finance
Avista Capital Partners 2005 - Present
Telular Corporation 2013 - Present
DataBank 2011 - Present
WOW! Internet, Cable & Phone 2006 - Present
InvestorPlace Media 2007 - Present
IWCO Direct 2007 - Present
DLJ Merchant Banking Partners 2003 - 2005
J.P. Morgan 1998 - 2000
JP Morgan 1995 - 1998
Education
Harvard Business School 2000 — 2002
MBA
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1995
BS, Finance
Theresa Morrison Theresa Morrison's J.P. Morgan Experience July 2001 - July 2002
Job
Industry Banking
Experience
Northeast Bank January 2011 - Present
FHB Formation, LLC April 2010 - December 2010
Capital Crossing Servicing Company, LLC August 2002 - April 2010
JP Morgan July 2001 - July 2002
JPMorgan July 1999 - July 2001
Skills
Loans, Valuation, Due Diligence, Underwriting, Credit, Banking, Debt, Financial Analysis, Real Estate, Loan Portfolio Analysis, Loan Acquisitions
Education
Boston University 2002 — 2004
Graduate Certificate, Real Estate Finance
The George Washington University 1995 — 1999
BBA, Finance
Bishop Fenwick 1991 — 1995
Northeast Bank January 2011 - Present
FHB Formation, LLC April 2010 - December 2010
Capital Crossing Servicing Company, LLC August 2002 - April 2010
JP Morgan July 2001 - July 2002
JPMorgan July 1999 - July 2001
Skills
Loans, Valuation, Due Diligence, Underwriting, Credit, Banking, Debt, Financial Analysis, Real Estate, Loan Portfolio Analysis, Loan Acquisitions
Education
Boston University 2002 — 2004
Graduate Certificate, Real Estate Finance
The George Washington University 1995 — 1999
BBA, Finance
Bishop Fenwick 1991 — 1995
Charlie Hipwood's J.P. Morgan Experience July 1996 - May 1999
Job .
Industry Financial Services
Experience
VIC Technology Venture Development January 2015 - Present
VIC Technology Venture Development May 2014 - Present
AI Exchange, Inc. February 2011 - March 2014
AI Advisors LLC September 2011 - June 2012
Market Shield Capital January 2010 - February 2011
Sabbatical October 2008 - December 2009
STAG Capital Partners January 2003 - September 2008
STAG Capital Partners Europe, Ltd. January 2007 - June 2008
Level 3 Communications June 2000 - August 2001
JP Morgan July 1996 - May 1999
Skills
Investments, Alternative Investments, Impact Investing, Entrepreneurship, Corporate Strategy..., Hedge Funds, Due Diligence, Corporate Finance, Investor Relations, Trading, Venture Capital, Equities, Business Development, Asset Allocation, Financial Modeling, Investment Advisory, Derivatives, Mergers & Acquisitions, Operations Management, Credit Analysis, Marketing Strategy, Cash Management, Capital Markets, Corporate Development, Team Management, Raising Venture Capital, Operations, Financial Management, Real Estate Investment, Sales Management, Investment Products, Series 65, FSA, Project Finance
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance, Strategy, Economics, Accounting
Boston College 1991 — 1995
BA, Economics
St. Louis University High 1987 — 1991
VIC Technology Venture Development January 2015 - Present
VIC Technology Venture Development May 2014 - Present
AI Exchange, Inc. February 2011 - March 2014
AI Advisors LLC September 2011 - June 2012
Market Shield Capital January 2010 - February 2011
Sabbatical October 2008 - December 2009
STAG Capital Partners January 2003 - September 2008
STAG Capital Partners Europe, Ltd. January 2007 - June 2008
Level 3 Communications June 2000 - August 2001
JP Morgan July 1996 - May 1999
Skills
Investments, Alternative Investments, Impact Investing, Entrepreneurship, Corporate Strategy..., Hedge Funds, Due Diligence, Corporate Finance, Investor Relations, Trading, Venture Capital, Equities, Business Development, Asset Allocation, Financial Modeling, Investment Advisory, Derivatives, Mergers & Acquisitions, Operations Management, Credit Analysis, Marketing Strategy, Cash Management, Capital Markets, Corporate Development, Team Management, Raising Venture Capital, Operations, Financial Management, Real Estate Investment, Sales Management, Investment Products, Series 65, FSA, Project Finance
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance, Strategy, Economics, Accounting
Boston College 1991 — 1995
BA, Economics
St. Louis University High 1987 — 1991
Sam Stubbert Sam Stubbert's J.P. Morgan Experience June 1999 - July 2004
Job Senior VP at MultiFunds, LLC ✯ I help financial advisors become exceptional
Industry Investment Management
Experience
Multi-Funds, LLC April 2014 - Present
Wells Real Estate Funds October 2010 - April 2013
Behringer March 2006 - October 2010
Federated Investors July 2004 - March 2006
JP Morgan June 1999 - July 2004
Skills
Alternative Investments, Investments, Public Speaking, Networking, Sales Presentations, Tactical Asset..., Mutual Funds, Real Estate, Social Media Marketing, Investment Management, Wealth Management..., Asset Management, Financial Planning, Sales, Series 7, Series 63
Education
Brigham Young University 1993 — 1997
BA, Economics
연세대학교 / Yonsei University 1994 — 1995
Seoul, South Korea, Study Abroad
Multi-Funds, LLC April 2014 - Present
Wells Real Estate Funds October 2010 - April 2013
Behringer March 2006 - October 2010
Federated Investors July 2004 - March 2006
JP Morgan June 1999 - July 2004
Skills
Alternative Investments, Investments, Public Speaking, Networking, Sales Presentations, Tactical Asset..., Mutual Funds, Real Estate, Social Media Marketing, Investment Management, Wealth Management..., Asset Management, Financial Planning, Sales, Series 7, Series 63
Education
Brigham Young University 1993 — 1997
BA, Economics
연세대학교 / Yonsei University 1994 — 1995
Seoul, South Korea, Study Abroad
Peter Bernard's J.P. Morgan Experience 1979 - 1994
Job Managing Director at D. E. Shaw & Co. (former)
Industry Financial Services
Experience
Root Capital June 2010 - Present
D. E. Shaw & Co. October 2006 - January 2014
RISKMETRICS GROUP (now part of MSCI) 2000 - 2004
JP Morgan 1979 - 1994
Education
Bowdoin College 1975 — 1979
BA, Economics
Root Capital June 2010 - Present
D. E. Shaw & Co. October 2006 - January 2014
RISKMETRICS GROUP (now part of MSCI) 2000 - 2004
JP Morgan 1979 - 1994
Education
Bowdoin College 1975 — 1979
BA, Economics
Todd Lusk, CAIA Todd Lusk, CAIA's J.P. Morgan Experience June 2008 - March 2011
Job Director at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors November 2013 - Present
JP Morgan June 2008 - March 2011
Bear Stearns September 2005 - June 2008
Neuberger Berman November 2004 - September 2005
Goldman Sachs January 2000 - August 2002
Skills
Hedge Funds, Prime Brokerage, Securities, Equities, Alternative Investments, Financial Services, Leadership, Microsoft Excel, Business Analysis, CRM, Management, Fixed Income, Relationship Management, Bloomberg, Investment Banking, Client Service, Derivatives, Options, Middle Office, Client Services, Excel, Relationship Development, Client Relationship..., People Management, Operations, Project Delivery, Operational Due...
Education
Jones Graduate School of Business, Rice University 2002 — 2004
MBA, Finance
Boston College 1993 — 1997
BA, Economics
Rocaton Investment Advisors November 2013 - Present
JP Morgan June 2008 - March 2011
Bear Stearns September 2005 - June 2008
Neuberger Berman November 2004 - September 2005
Goldman Sachs January 2000 - August 2002
Skills
Hedge Funds, Prime Brokerage, Securities, Equities, Alternative Investments, Financial Services, Leadership, Microsoft Excel, Business Analysis, CRM, Management, Fixed Income, Relationship Management, Bloomberg, Investment Banking, Client Service, Derivatives, Options, Middle Office, Client Services, Excel, Relationship Development, Client Relationship..., People Management, Operations, Project Delivery, Operational Due...
Education
Jones Graduate School of Business, Rice University 2002 — 2004
MBA, Finance
Boston College 1993 — 1997
BA, Economics
Mala Sharma Mala Sharma's J.P. Morgan Experience September 2009 - June 2012
Job Associate Brand Manager Spirits at E. & J. Gallo Winery
Industry Consumer Goods
Experience
E. & J. Gallo Winery August 2014 - Present
E. & J. Gallo Winery June 2013 - May 2014
J.P. Morgan September 2009 - June 2012
JP Morgan May 2007 - September 2009
Anheuser-Busch Companies May 2005 - September 2006
Skills
Cash Management, Cash, Payments, Product Management, Product Development, FX, Manufacturing..., Manufacturing Management, Brewing, Forecasting, Manufacturing..., Strategy, FX Options, Portfolio Management, Financial Services, Analysis, Financial Modeling, Management, Cross-functional Team..., Analytics, Valuation, Mergers & Acquisitions, Emerging Markets, Business Strategy, Competitive Analysis, Management Consulting, Brand Management
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General, Strategy
Boston University 2003 — 2007
BS, Manufacturing Engineering
E. & J. Gallo Winery August 2014 - Present
E. & J. Gallo Winery June 2013 - May 2014
J.P. Morgan September 2009 - June 2012
JP Morgan May 2007 - September 2009
Anheuser-Busch Companies May 2005 - September 2006
Skills
Cash Management, Cash, Payments, Product Management, Product Development, FX, Manufacturing..., Manufacturing Management, Brewing, Forecasting, Manufacturing..., Strategy, FX Options, Portfolio Management, Financial Services, Analysis, Financial Modeling, Management, Cross-functional Team..., Analytics, Valuation, Mergers & Acquisitions, Emerging Markets, Business Strategy, Competitive Analysis, Management Consulting, Brand Management
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General, Strategy
Boston University 2003 — 2007
BS, Manufacturing Engineering
Heather Kubasak Heather Kubasak's J.P. Morgan Experience 2005 - 2008
Job Treasury Management
Industry Banking
Experience
Huntington National Bank April 2012 - Present
JPMorgan Chase July 2009 - October 2011
Columbus Financial Group June 2008 - April 2009
JP Morgan 2005 - 2008
Advest, Inc. 1998 - 2005
Advest, Inc. 1998 - 2005
Skills
Investments, Equities, Banking
Education
Bowling Green State University 1993 — 1997
Bachelor of Science (BS), Management and International Business
Huntington National Bank April 2012 - Present
JPMorgan Chase July 2009 - October 2011
Columbus Financial Group June 2008 - April 2009
JP Morgan 2005 - 2008
Advest, Inc. 1998 - 2005
Advest, Inc. 1998 - 2005
Skills
Investments, Equities, Banking
Education
Bowling Green State University 1993 — 1997
Bachelor of Science (BS), Management and International Business
Cindy Corriveau Cindy Corriveau's J.P. Morgan Experience 2003 - 2005
Job Senior Business Systems Analyst at Daniel Roberts
Industry Information Technology and Services
Experience
Boston Software Corp November 2014 - Present
Wellington Management Company, LLP April 2014 - August 2014
Eaton Vance September 2012 - November 2013
Eaton Vance 2012 - 2013
FICAM / Standish Mellon / BNY Mellon April 2011 - June 2012
Ciber, Inc. June 2010 - February 2012
GMO June 2006 - June 2010
Atlantic Trust Private Wealth Management 2010 - 2010
Mellon Financial 2005 - 2006
JP Morgan 2003 - 2005
Skills
Business Analysis, Quality Assurance, Mutual Funds, Brokerage, SDLC, Requirements Analysis, Quality Center, Visio, Fixed Income, Agile Methodologies, SQL, Business Requirements, Software Project..., Microsoft SQL Server, Portfolio Management, Business Intelligence, Requirements Gathering, Equities, Financial Services, User Acceptance Testing, Systems Analysis, Product Management, Vendor Management
Education
Boston University 2001 — 2002
Master's Certificate, Web Development
Westfield State University 1988 — 1992
BS, MIS
Boston Software Corp November 2014 - Present
Wellington Management Company, LLP April 2014 - August 2014
Eaton Vance September 2012 - November 2013
Eaton Vance 2012 - 2013
FICAM / Standish Mellon / BNY Mellon April 2011 - June 2012
Ciber, Inc. June 2010 - February 2012
GMO June 2006 - June 2010
Atlantic Trust Private Wealth Management 2010 - 2010
Mellon Financial 2005 - 2006
JP Morgan 2003 - 2005
Skills
Business Analysis, Quality Assurance, Mutual Funds, Brokerage, SDLC, Requirements Analysis, Quality Center, Visio, Fixed Income, Agile Methodologies, SQL, Business Requirements, Software Project..., Microsoft SQL Server, Portfolio Management, Business Intelligence, Requirements Gathering, Equities, Financial Services, User Acceptance Testing, Systems Analysis, Product Management, Vendor Management
Education
Boston University 2001 — 2002
Master's Certificate, Web Development
Westfield State University 1988 — 1992
BS, MIS
Daniel Winicki, CFA's J.P. Morgan Experience March 2011 - September 2013
Job J.P. Morgan Chase
Industry Banking
Experience
JPMorgan Chase September 2013 - Present
JP Morgan March 2011 - September 2013
Bear Stearns / JP Morgan August 2007 - March 2011
Education
Boston University 2003 — 2007
Bachelor of Arts, Economics
JPMorgan Chase September 2013 - Present
JP Morgan March 2011 - September 2013
Bear Stearns / JP Morgan August 2007 - March 2011
Education
Boston University 2003 — 2007
Bachelor of Arts, Economics
Brian Fontana, CFA Brian Fontana, CFA's J.P. Morgan Experience 1999 - 2004
Job Global Macro Professional Seeking Opportunities 2 Yr NonCompete Expired
Industry Investment Management
Experience
Fontana Capital LLC June 2010 - Present
Bridgewater Associates 2007 - 2010
WoodAllen Capital Management 2004 - 2007
JP Morgan 1999 - 2004
M&T Bank 1997 - 1999
Skills
Bloomberg, Strategic Thinking, Enterprise Technology..., Fixed Income, Hedge Funds, Trading, Options, Global Macro, FX trading
Education
Bowdoin College 1993 — 1997
A.B, Economics & Mathematics
Carnegie Mellon University
Fontana Capital LLC June 2010 - Present
Bridgewater Associates 2007 - 2010
WoodAllen Capital Management 2004 - 2007
JP Morgan 1999 - 2004
M&T Bank 1997 - 1999
Skills
Bloomberg, Strategic Thinking, Enterprise Technology..., Fixed Income, Hedge Funds, Trading, Options, Global Macro, FX trading
Education
Bowdoin College 1993 — 1997
A.B, Economics & Mathematics
Carnegie Mellon University
Sean McGuinness's J.P. Morgan Experience 2007 - May 2012
Job Director, ETF and Index Services at Interactive Data
Industry Financial Services
Experience
Interactive Data April 2012 - Present
JP Morgan 2007 - May 2012
Investors Bank & Trust 2005 - 2007
Investors Bank & Trust 2000 - 2005
Skills
ETFs, Mutual Funds, Lean Tools, Operations Management, Fund Accounting, Financial Services, Corporate Actions, Global Custody, Fund Administration, Securities, Hedge Funds, Bloomberg, Alternative Investments, Equities, Derivatives, Fixed Income, Investments
Education
Boston College 1993 — 1997
BS, Accounting
Interactive Data April 2012 - Present
JP Morgan 2007 - May 2012
Investors Bank & Trust 2005 - 2007
Investors Bank & Trust 2000 - 2005
Skills
ETFs, Mutual Funds, Lean Tools, Operations Management, Fund Accounting, Financial Services, Corporate Actions, Global Custody, Fund Administration, Securities, Hedge Funds, Bloomberg, Alternative Investments, Equities, Derivatives, Fixed Income, Investments
Education
Boston College 1993 — 1997
BS, Accounting
Christian Clark's J.P. Morgan Experience July 2010 - April 2012
Job Experienced Financial Services Consultant
Industry Financial Services
Experience
Prospect 33 April 2015 - Present
Citi June 2014 - April 2015
Deutsche Bank July 2013 - May 2014
Advise Technologies May 2012 - April 2013
JP Morgan July 2010 - April 2012
JP Morgan Private Bank Technology March 2009 - June 2010
Data Explorers Inc. March 2008 - July 2008
Banc of America Securities May 2006 - March 2008
Merrill Lynch July 2005 - May 2006
Credit Suisse First Boston March 2001 - July 2005
Skills
Prime Brokerage, Equities, Relationship Management, Fixed Income, Derivatives, Bloomberg, Hedge Funds, Securities, Treasury, Trading, Portfolio Management, Finance, Investments, Options, Financial Analysis, Financial Risk, Mutual Funds, Swaps, Banking, Financial Services, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance, Management Information Systems
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Sachem HS 1986 — 1990
Regents w/ Honors
Prospect 33 April 2015 - Present
Citi June 2014 - April 2015
Deutsche Bank July 2013 - May 2014
Advise Technologies May 2012 - April 2013
JP Morgan July 2010 - April 2012
JP Morgan Private Bank Technology March 2009 - June 2010
Data Explorers Inc. March 2008 - July 2008
Banc of America Securities May 2006 - March 2008
Merrill Lynch July 2005 - May 2006
Credit Suisse First Boston March 2001 - July 2005
Skills
Prime Brokerage, Equities, Relationship Management, Fixed Income, Derivatives, Bloomberg, Hedge Funds, Securities, Treasury, Trading, Portfolio Management, Finance, Investments, Options, Financial Analysis, Financial Risk, Mutual Funds, Swaps, Banking, Financial Services, Business Analysis
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance, Management Information Systems
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Sachem HS 1986 — 1990
Regents w/ Honors
Laura Klein Laura Klein's J.P. Morgan Experience 1989 - 1994
Job
Industry Management Consulting
Experience
Business Talent Group 2012 - Present
Rollingwood Lane Associates June 2009 - March 2012
athenahealth January 2009 - June 2009
Mainspring 1999 - March 2002
Bain & Company August 1996 - February 1999
JP Morgan 1989 - 1994
Skills
Strategic Planning, Customer Relations, Healthcare, Business Strategy, Management Consulting, New Business Development, Competitive Analysis, Product Development, Start-ups, Business Planning, Negotiation, Strategic Partnerships, Strategy Development, Strategy, Product Management, CRM, Customer Service
Education
Harvard Business School 1994 — 1996
Bowdoin College 1985 — 1989
BS
The London School of Economics and Political Science (LSE) 1987 — 1988
Junior Year
Fieldston High School
Business Talent Group 2012 - Present
Rollingwood Lane Associates June 2009 - March 2012
athenahealth January 2009 - June 2009
Mainspring 1999 - March 2002
Bain & Company August 1996 - February 1999
JP Morgan 1989 - 1994
Skills
Strategic Planning, Customer Relations, Healthcare, Business Strategy, Management Consulting, New Business Development, Competitive Analysis, Product Development, Start-ups, Business Planning, Negotiation, Strategic Partnerships, Strategy Development, Strategy, Product Management, CRM, Customer Service
Education
Harvard Business School 1994 — 1996
Bowdoin College 1985 — 1989
BS
The London School of Economics and Political Science (LSE) 1987 — 1988
Junior Year
Fieldston High School
Felipe Arango's J.P. Morgan Experience 2000 - 2001
Job Managing Partner BSD (business. sustainability. development). Advocate for social justice and future generations.
Industry Management Consulting
Experience
BSD Consulting November 2003 - Present
trippplus October 2011 - Present
Biodiversa (Oro Verde) June 2011 - February 2014
FLO-CERT 2003 - January 2011
Fairtrade International 2003 - 2010
Corporación Escuela Galán para el Desarrollo de la Democracia 2001 - 2003
JP Morgan 2000 - 2001
Skills
Sustainable Development, Social Entrepreneurship, Sustainability, Sustainability Reporting, Sustainable Business, Corporate Social..., Stakeholder Engagement, Strategic Planning, Sustainability..., Rural Development, Fair Trade, Impact Investing, Microfinance, Entrepreneurship, Human Rights, Social Innovation, Sustainable Agriculture, Capacity Building, Public Speaking, Public/private..., NGOs, International Relations, Value Chain Analysis, International Project..., Social Web, GRI, ISO 26000, Supply Chain Management, Social Media, Economic Development, Innovation, Climate Change, CSR, SA8000, AA1000, Accountability, System Design, Ethical Sourcing, Intrapreneurship, Media, Partnership-building, Public-private..., Impact Assessment
Education
Boston University 1996 — 2000
BA, Political Science and Government
Boston University 1996 — 2000
BSBA, Business Administration and Management, General
BSD Consulting November 2003 - Present
trippplus October 2011 - Present
Biodiversa (Oro Verde) June 2011 - February 2014
FLO-CERT 2003 - January 2011
Fairtrade International 2003 - 2010
Corporación Escuela Galán para el Desarrollo de la Democracia 2001 - 2003
JP Morgan 2000 - 2001
Skills
Sustainable Development, Social Entrepreneurship, Sustainability, Sustainability Reporting, Sustainable Business, Corporate Social..., Stakeholder Engagement, Strategic Planning, Sustainability..., Rural Development, Fair Trade, Impact Investing, Microfinance, Entrepreneurship, Human Rights, Social Innovation, Sustainable Agriculture, Capacity Building, Public Speaking, Public/private..., NGOs, International Relations, Value Chain Analysis, International Project..., Social Web, GRI, ISO 26000, Supply Chain Management, Social Media, Economic Development, Innovation, Climate Change, CSR, SA8000, AA1000, Accountability, System Design, Ethical Sourcing, Intrapreneurship, Media, Partnership-building, Public-private..., Impact Assessment
Education
Boston University 1996 — 2000
BA, Political Science and Government
Boston University 1996 — 2000
BSBA, Business Administration and Management, General
Jonathan Sams Edelman Jonathan Sams Edelman's J.P. Morgan Experience 2004 - 2007
Job Advisor to entrepreneurs and smallbusiness owners
Industry Financial Services
Experience
Nonesuch Advisors 2008 - Present
JP Morgan 2004 - 2007
Hambrecht & Quist (merged with JP Morgan) 2000 - 2004
Lucent Technologies 1998 - 2000
Lucent Technologies 1997 - 1998
BT Global Services 1992 - 1996
BT 1990 - 1992
The Reader Project 1988 - 1990
Education
Stanford University Graduate School of Business
Masters of Science in Business, Corporate Finance, Technology Strategy
NYU
Certificate in Financial Planning
Bowdoin College
BA, Economics and History, Magna Cum Laude
Nonesuch Advisors 2008 - Present
JP Morgan 2004 - 2007
Hambrecht & Quist (merged with JP Morgan) 2000 - 2004
Lucent Technologies 1998 - 2000
Lucent Technologies 1997 - 1998
BT Global Services 1992 - 1996
BT 1990 - 1992
The Reader Project 1988 - 1990
Education
Stanford University Graduate School of Business
Masters of Science in Business, Corporate Finance, Technology Strategy
NYU
Certificate in Financial Planning
Bowdoin College
BA, Economics and History, Magna Cum Laude
Robert (Monty) Wilson's J.P. Morgan Experience September 2009 - June 2010
Job Vice President at Credit Suisse Asset Management
Industry Banking
Experience
Credit Suisse October 2012 - Present
Credit Suisse Asset Managemnt August 2011 - October 2012
JP Morgan September 2009 - June 2010
JPMorgan January 2006 - April 2009
Computershare 1998 - 2006
Fidelity Investments 1995 - 1997
Skills
Vendor Management, Call Centers, CRM, Financial Services, Management, Relationship Management, Leadership, Project Management, Securities, Mutual Funds, Strategic Planning, Risk Management, Portfolio Management, Budgets, Human Resources, Business Analysis, Equities
Education
Boston University
Credit Suisse October 2012 - Present
Credit Suisse Asset Managemnt August 2011 - October 2012
JP Morgan September 2009 - June 2010
JPMorgan January 2006 - April 2009
Computershare 1998 - 2006
Fidelity Investments 1995 - 1997
Skills
Vendor Management, Call Centers, CRM, Financial Services, Management, Relationship Management, Leadership, Project Management, Securities, Mutual Funds, Strategic Planning, Risk Management, Portfolio Management, Budgets, Human Resources, Business Analysis, Equities
Education
Boston University
David Handmaker David Handmaker's J.P. Morgan Experience 1994 - 1996
Job Owner, multifund mgt
Industry Investment Management
Experience
multi-fund mgt March 1996 - Present
JP Morgan 1994 - 1996
Standard Chartered Bank 1990 - 1994
Bankers Trust/Deutsche Bank 1986 - 1990
Skills
Financial Modeling, Portfolio Management, Strategic Planning, Investments, Private Equity, Risk Management, Hedge Funds, Asset Managment, Equities, Business Strategy, Mergers & Acquisitions, Financial Services, Asset Management, Due Diligence, Investment Banking, Start-ups, Alternative Investments, Venture Capital, Strategic Financial..., Valuation, Financial Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM
Brandeis University 1975 — 1979
BA, Economics
multi-fund mgt March 1996 - Present
JP Morgan 1994 - 1996
Standard Chartered Bank 1990 - 1994
Bankers Trust/Deutsche Bank 1986 - 1990
Skills
Financial Modeling, Portfolio Management, Strategic Planning, Investments, Private Equity, Risk Management, Hedge Funds, Asset Managment, Equities, Business Strategy, Mergers & Acquisitions, Financial Services, Asset Management, Due Diligence, Investment Banking, Start-ups, Alternative Investments, Venture Capital, Strategic Financial..., Valuation, Financial Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 1984 — 1986
SM
Brandeis University 1975 — 1979
BA, Economics
Izzy Rahman's J.P. Morgan Experience February 2013 - May 2013
Job Project Controller Analyst at Deloitte Consulting LLP
Industry Financial Services
Experience
Deloitte Consulting LLP June 2014 - Present
Guggenheim Securities June 2013 - August 2013
JP Morgan February 2013 - May 2013
Spears Abacus Advisors, LLC May 2012 - August 2012
United Continental Corporation June 2011 - September 2011
Skills
Microsoft Access, Excel, Word, PowerPoint, Microsoft Office, Access, Microsoft Excel, Accounting, Microsoft Word, Research, Account Reconciliation
Education
Boston University 2010 — 2014
BS, Finance and Operations
Deloitte Consulting LLP June 2014 - Present
Guggenheim Securities June 2013 - August 2013
JP Morgan February 2013 - May 2013
Spears Abacus Advisors, LLC May 2012 - August 2012
United Continental Corporation June 2011 - September 2011
Skills
Microsoft Access, Excel, Word, PowerPoint, Microsoft Office, Access, Microsoft Excel, Accounting, Microsoft Word, Research, Account Reconciliation
Education
Boston University 2010 — 2014
BS, Finance and Operations
Reka Foldhazi Reka Foldhazi's J.P. Morgan Experience 2010 - 2011
Job Senior Analyst at Neuberger Berman
Industry Venture Capital & Private Equity
Experience
Neuberger Berman 2013 - Present
Franklin Square Capital Partners 2011 - 2013
JP Morgan 2010 - 2011
AXA Advisors 2008 - 2010
Skills
Investments, Alternative Investments, Valuation, Finance, Private Equity, Asset Managment, Capital Markets, Equity Research, Financial Analysis, Portfolio Management, Mergers, Cross-functional Team..., Cash Management, Cultural Intelligence, Accounting, Equities, Due Diligence, Asset Management
Education
Boston University - School of Management
Master's Degree, Management (Concentration: Banking & Financial Services)
Saint Joseph's University - Erivan K. Haub School of Business
Bachelor's Degree, Finance
Neuberger Berman 2013 - Present
Franklin Square Capital Partners 2011 - 2013
JP Morgan 2010 - 2011
AXA Advisors 2008 - 2010
Skills
Investments, Alternative Investments, Valuation, Finance, Private Equity, Asset Managment, Capital Markets, Equity Research, Financial Analysis, Portfolio Management, Mergers, Cross-functional Team..., Cash Management, Cultural Intelligence, Accounting, Equities, Due Diligence, Asset Management
Education
Boston University - School of Management
Master's Degree, Management (Concentration: Banking & Financial Services)
Saint Joseph's University - Erivan K. Haub School of Business
Bachelor's Degree, Finance
Bryan Connelly's J.P. Morgan Experience June 2010 - August 2010
Job Trading Analyst at HSBC Securities
Industry Financial Services
Experience
HSBC Securities August 2012 - Present
BU Finance and Investment Club September 2011 - May 2012
HSBC Securities June 2011 - August 2011
Alpari (US), LLC November 2010 - May 2011
JP Morgan June 2010 - August 2010
BU Finance and Investment Club September 2009 - May 2010
Education
Boston University - School of Management 2008 — 2012
BS Business Administration, Subconcentrations in Accounting and Finance Minor Economics
HSBC Securities August 2012 - Present
BU Finance and Investment Club September 2011 - May 2012
HSBC Securities June 2011 - August 2011
Alpari (US), LLC November 2010 - May 2011
JP Morgan June 2010 - August 2010
BU Finance and Investment Club September 2009 - May 2010
Education
Boston University - School of Management 2008 — 2012
BS Business Administration, Subconcentrations in Accounting and Finance Minor Economics
Erland Modesto Erland Modesto's J.P. Morgan Experience June 2009 - July 2009
Job Attorney at Simpson Thacher & Bartlett LLP
Industry Law Practice
Experience
Simpson Thacher & Bartlett LLP December 2010 - Present
Simpson Thacher & Bartlett LLP May 2009 - August 2009
JP Morgan June 2009 - July 2009
Pfizer June 2008 - August 2008
Skills
Corporate Law, Securities Offerings
Education
The University of Texas School of Law 2007 — 2010
JD
Boston College 2003 — 2007
BA, Political Science
Simpson Thacher & Bartlett LLP December 2010 - Present
Simpson Thacher & Bartlett LLP May 2009 - August 2009
JP Morgan June 2009 - July 2009
Pfizer June 2008 - August 2008
Skills
Corporate Law, Securities Offerings
Education
The University of Texas School of Law 2007 — 2010
JD
Boston College 2003 — 2007
BA, Political Science
Jill Huggett's J.P. Morgan Experience 1994 - 2000
Job Career Coach * Executive Coach * Certified Professional Resume Writer * LinkedIn Profile Writer & Guru
Industry Professional Training & Coaching
Experience
Bridgepath Career Advisors 2011 - Present
Harvard Business School 2012 - Present
Fidelity Investments 2000 - 2011
JP Morgan 1994 - 2000
Skills
Career Development..., Executive Coaching, Personal Branding, Job Search Coach, Career Transition..., Compensation Negotiation, LinkedIn Training, Certified Professional..., Resume Writing, Personality Assessment, Job Search Strategies, Interviewing Skills, Career Management, Executive Search, Workshop Facilitation, Networking, Leadership, Talent Management, Behavioral Interviewing, Career Counseling, Public Speaking, Management, Consulting, Coaching, Interviews, Staff Development, Career Development, Small Business Marketing, Employee Engagement, Thought Leadership, Training, Marketing Communications, Program Management, Leadership Development, Team Management, Market Research, Talent Acquisition, Strategic Communications, Portfolio Management, Business Networking, Employee Management, Entrepreneurship..., Blogger
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Marketing & Finance
East Carolina University 1985 — 1989
B.S.
Sachem High School
Sachem High School
Bridgepath Career Advisors 2011 - Present
Harvard Business School 2012 - Present
Fidelity Investments 2000 - 2011
JP Morgan 1994 - 2000
Skills
Career Development..., Executive Coaching, Personal Branding, Job Search Coach, Career Transition..., Compensation Negotiation, LinkedIn Training, Certified Professional..., Resume Writing, Personality Assessment, Job Search Strategies, Interviewing Skills, Career Management, Executive Search, Workshop Facilitation, Networking, Leadership, Talent Management, Behavioral Interviewing, Career Counseling, Public Speaking, Management, Consulting, Coaching, Interviews, Staff Development, Career Development, Small Business Marketing, Employee Engagement, Thought Leadership, Training, Marketing Communications, Program Management, Leadership Development, Team Management, Market Research, Talent Acquisition, Strategic Communications, Portfolio Management, Business Networking, Employee Management, Entrepreneurship..., Blogger
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2000
MBA, Marketing & Finance
East Carolina University 1985 — 1989
B.S.
Sachem High School
Sachem High School
Ray Veenema, PMP Ray Veenema, PMP's J.P. Morgan Experience January 2001 - April 2002
Job Senior Project Manager available to take on more projects.
Industry Information Technology and Services
Experience
Self employed March 2015 - Present
Thomson Reuters Elitee March 2005 - March 2015
ThinkCentric / MBNA January 2004 - March 2005
DiSabatino Paving January 2002 - June 2003
JP Morgan January 2001 - April 2002
PMCS, LLC March 2001 - January 2002
Lucent Technologies January 1990 - January 2000
Skills
Data Warehousing, Process Improvement, PMP, Business Analysis, Management, Project Management, Business Intelligence, Change Management, Software Project..., Outsourcing, Leadership, SDLC, Business Process, Integration, Databases, Requirements Analysis, Vendor Management
Education
Boston University 2006 — 2007
PMP Prep, Project Management
University of Amsterdam 1984 — 1986
Information Technology
Self employed March 2015 - Present
Thomson Reuters Elitee March 2005 - March 2015
ThinkCentric / MBNA January 2004 - March 2005
DiSabatino Paving January 2002 - June 2003
JP Morgan January 2001 - April 2002
PMCS, LLC March 2001 - January 2002
Lucent Technologies January 1990 - January 2000
Skills
Data Warehousing, Process Improvement, PMP, Business Analysis, Management, Project Management, Business Intelligence, Change Management, Software Project..., Outsourcing, Leadership, SDLC, Business Process, Integration, Databases, Requirements Analysis, Vendor Management
Education
Boston University 2006 — 2007
PMP Prep, Project Management
University of Amsterdam 1984 — 1986
Information Technology
Kris Willenbrecht Kris Willenbrecht's J.P. Morgan Experience January 2010 - April 2010
Job MBA Candidate, Class of 2017 at Brigham Young University
Industry Financial Services
Experience
Deloitte August 2013 - September 2015
Deloitte September 2011 - August 2013
KPMG LLP June 2010 - August 2010
JP Morgan January 2010 - April 2010
Beneficial Financial Group September 2009 - December 2009
Skills
Business Valuation, Financial Modeling, Corporate Finance, Data Analysis, Bloomberg, Financial Analysis, Valuation, Alternative Investments, Finance, Financial Reporting, Accounting, Venture Capital, Mergers, Investments, DCF, Capital Markets, Bloomberg Terminal, Risk Management, Equities, Competitive Analysis, Capital IQ, Entrepreneurship, Analysis, Financial Accounting, SEC filings, Strategic Financial..., Equity Valuation, Market Research, Auditing, Microsoft Excel, PowerPoint, Forecasting, Managerial Finance, Private Equity, Mergers & Acquisitions
Education
Brigham Young University 2008 — 2011
BS, Marriott School of Management (Finance)
Deloitte August 2013 - September 2015
Deloitte September 2011 - August 2013
KPMG LLP June 2010 - August 2010
JP Morgan January 2010 - April 2010
Beneficial Financial Group September 2009 - December 2009
Skills
Business Valuation, Financial Modeling, Corporate Finance, Data Analysis, Bloomberg, Financial Analysis, Valuation, Alternative Investments, Finance, Financial Reporting, Accounting, Venture Capital, Mergers, Investments, DCF, Capital Markets, Bloomberg Terminal, Risk Management, Equities, Competitive Analysis, Capital IQ, Entrepreneurship, Analysis, Financial Accounting, SEC filings, Strategic Financial..., Equity Valuation, Market Research, Auditing, Microsoft Excel, PowerPoint, Forecasting, Managerial Finance, Private Equity, Mergers & Acquisitions
Education
Brigham Young University 2008 — 2011
BS, Marriott School of Management (Finance)
Ben Goldberg's J.P. Morgan Experience December 1991 - February 1993
Job Build and Release Engineer at Bank of the West
Industry Information Technology and Services
Experience
Bank of the West June 2015 - Present
CPA.com July 2014 - March 2015
Convention Management Resources (CMR) March 2014 - May 2014
Small Business Owner January 2011 - January 2014
Perquest May 2006 - November 2010
ADP June 2002 - April 2006
Adventureseek June 1999 - May 2001
Context Integration February 1995 - June 1999
Northstar Travel Media February 1993 - January 1995
JP Morgan December 1991 - February 1993
Skills
Software Development, SaaS, SQL, Agile Methodologies, Business Analysis, Microsoft SQL Server, Requirements Analysis, Enterprise Software, Process Improvement, Databases, Business Process, SDLC, Scrum, CRM, .NET, Web Applications, ASP.NET, Project Management, Management, Product Management, Cloud Computing, Strategy, Leadership, Software Project..., Analysis, Software Engineering
Education
Boston University - Graduate School of Management 1986 — 1987
MS-MIS, Business, MIS/IT
Boston University Questrom School of Business 1983 — 1986
BS-BA, Business Administration
Bank of the West June 2015 - Present
CPA.com July 2014 - March 2015
Convention Management Resources (CMR) March 2014 - May 2014
Small Business Owner January 2011 - January 2014
Perquest May 2006 - November 2010
ADP June 2002 - April 2006
Adventureseek June 1999 - May 2001
Context Integration February 1995 - June 1999
Northstar Travel Media February 1993 - January 1995
JP Morgan December 1991 - February 1993
Skills
Software Development, SaaS, SQL, Agile Methodologies, Business Analysis, Microsoft SQL Server, Requirements Analysis, Enterprise Software, Process Improvement, Databases, Business Process, SDLC, Scrum, CRM, .NET, Web Applications, ASP.NET, Project Management, Management, Product Management, Cloud Computing, Strategy, Leadership, Software Project..., Analysis, Software Engineering
Education
Boston University - Graduate School of Management 1986 — 1987
MS-MIS, Business, MIS/IT
Boston University Questrom School of Business 1983 — 1986
BS-BA, Business Administration
Flyn Dawson Flyn Dawson's J.P. Morgan Experience December 1995 - December 2006
Job Senior Vice President, Zions First National Bank
Industry Commercial Real Estate
Experience
Zions First National Bank March 2009 - Present
Wachovia Bank April 2007 - July 2008
JP Morgan December 1995 - December 2006
JPMorgan Chase 1995 - 2006
JPMC 1995 - 2006
Bank of Tokyo-Mitsubishi 1991 - 1995
Utah Army Nationial Guard 1986 - 1991
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 2000
MBA, Real Estate
Brigham Young University 1988 — 1991
BA, International Relations
Hillcrest High School
Zions First National Bank March 2009 - Present
Wachovia Bank April 2007 - July 2008
JP Morgan December 1995 - December 2006
JPMorgan Chase 1995 - 2006
JPMC 1995 - 2006
Bank of Tokyo-Mitsubishi 1991 - 1995
Utah Army Nationial Guard 1986 - 1991
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 2000
MBA, Real Estate
Brigham Young University 1988 — 1991
BA, International Relations
Hillcrest High School
Lev Davidson's J.P. Morgan Experience June 2006 - November 2008
Job SeventySix Capital / pureNANO
Industry Nanotechnology
Experience
SeventySix Capital May 2010 - Present
pureNANO June 2010 - Present
JP Morgan June 2006 - November 2008
Skills
Venture Capital, Entrepreneurship, Private Equity, Nanotechnology, Financial Modeling, Due Diligence, Strategic Planning, Mobile Devices, Corporate Development, Start-ups, Strategy, Mergers & Acquisitions, Strategic Partnerships, Competitive Analysis, Financial Analysis
Education
Brandeis University 2002 — 2006
BA, Economics
Penn Charter
SeventySix Capital May 2010 - Present
pureNANO June 2010 - Present
JP Morgan June 2006 - November 2008
Skills
Venture Capital, Entrepreneurship, Private Equity, Nanotechnology, Financial Modeling, Due Diligence, Strategic Planning, Mobile Devices, Corporate Development, Start-ups, Strategy, Mergers & Acquisitions, Strategic Partnerships, Competitive Analysis, Financial Analysis
Education
Brandeis University 2002 — 2006
BA, Economics
Penn Charter
Rick Penafiel's J.P. Morgan Experience March 2008 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan March 2008 - Present
Bear Stearns & Co., Inc. February 1997 - March 2008
PaineWebber, Inc. June 1993 - February 1997
Skills
Hedge Funds, Equities, Series 7, Fixed Income, Series 63, Investments, Securities, Wealth Management, Alternative Investments, Asset Allocation, Capital Markets, Investment Management, Mutual Funds, FINRA, Series 24, Asset Management
Education
Boston College 1989 — 1993
BS, Finance, Economics, MIS
JP Morgan March 2008 - Present
Bear Stearns & Co., Inc. February 1997 - March 2008
PaineWebber, Inc. June 1993 - February 1997
Skills
Hedge Funds, Equities, Series 7, Fixed Income, Series 63, Investments, Securities, Wealth Management, Alternative Investments, Asset Allocation, Capital Markets, Investment Management, Mutual Funds, FINRA, Series 24, Asset Management
Education
Boston College 1989 — 1993
BS, Finance, Economics, MIS
Kristen Deftos Kristen Deftos's J.P. Morgan Experience July 1994 - February 2000
Job Vice President of Human Resources at Bain Capital
Industry Venture Capital & Private Equity
Experience
Bain Capital August 2012 - Present
Wellington Management Company, LLP February 2000 - April 2012
Wellington Management Company, LLP January 2008 - January 2010
JP Morgan July 1994 - February 2000
Skills
Talent Management, Talent Acquisition, Organizational..., Organizational Change, Employee Relations, HR Business Partnering, Leadership Development, Training & Development
Education
Teachers College of Columbia University 2005 — 2008
Master of Arts, Organizational Psychology
Bowdoin College 1990 — 1994
Bachelor of Arts, Government & Legal Studies
Bain Capital August 2012 - Present
Wellington Management Company, LLP February 2000 - April 2012
Wellington Management Company, LLP January 2008 - January 2010
JP Morgan July 1994 - February 2000
Skills
Talent Management, Talent Acquisition, Organizational..., Organizational Change, Employee Relations, HR Business Partnering, Leadership Development, Training & Development
Education
Teachers College of Columbia University 2005 — 2008
Master of Arts, Organizational Psychology
Bowdoin College 1990 — 1994
Bachelor of Arts, Government & Legal Studies
Syed Fahad Saghir Syed Fahad Saghir's J.P. Morgan Experience September 2006 - June 2008
Job Associate, Employee Benefits & Executive Compensation at Alston & Bird LLP
Industry Law Practice
Experience
Alston & Bird LLP February 2012 - Present
Mercer June 2008 - February 2012
JP Morgan September 2006 - June 2008
Skills
ERISA, Pensions, Actuarial, Defined Benefit, Employee Benefits, 401k, Retirement, Mergers, Defined Contribution, Benefits Administration, Due Diligence
Education
Brigham Young University—J. Reuben Clark Law School 2003 — 2006
JD, Law
Brigham Young University 1999 — 2003
BS, Actuarial Science
Alston & Bird LLP February 2012 - Present
Mercer June 2008 - February 2012
JP Morgan September 2006 - June 2008
Skills
ERISA, Pensions, Actuarial, Defined Benefit, Employee Benefits, 401k, Retirement, Mergers, Defined Contribution, Benefits Administration, Due Diligence
Education
Brigham Young University—J. Reuben Clark Law School 2003 — 2006
JD, Law
Brigham Young University 1999 — 2003
BS, Actuarial Science
Christopher Aventuro Christopher Aventuro's J.P. Morgan Experience 1997 - 1998
Job Trusts & Estates Litigator/Attorney in Westchester County, New York, with Keane & Beane
Industry Law Practice
Experience
Keane & Beane, P.C. 2008 - Present
Stern Keiser & Panken, LLP 1999 - 2008
Littman Krooks LLP 1998 - 1999
JP Morgan 1997 - 1998
Plunkett & Jaffe 1996 - 1997
Law Office of William F. Smith 1993 - 1996
Skills
Estate Litigation, Estate Planning, Estate Administration, Elder Law, Guardianship, Surrogate's Court..., Trusts and Estates
Education
Brooklyn Law School 1990 — 1993
J.D., Law
College of the Holy Cross 1983 — 1987
B.A., English
Keane & Beane, P.C. 2008 - Present
Stern Keiser & Panken, LLP 1999 - 2008
Littman Krooks LLP 1998 - 1999
JP Morgan 1997 - 1998
Plunkett & Jaffe 1996 - 1997
Law Office of William F. Smith 1993 - 1996
Skills
Estate Litigation, Estate Planning, Estate Administration, Elder Law, Guardianship, Surrogate's Court..., Trusts and Estates
Education
Brooklyn Law School 1990 — 1993
J.D., Law
College of the Holy Cross 1983 — 1987
B.A., English
Brian Teter's J.P. Morgan Experience May 1999 - June 2004
Job Financial Planner at AXA
Industry Financial Services
Experience
Axa Advisors October 2004 - Present
JP Morgan May 1999 - June 2004
DaimlerChrysler 1995 - 1999
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Financial Planning, Retirement, Estate Planning, Investments, Investment Strategies, Annuities, 401k, Financial Advisory, Securities, Wealth, Pensions, Long Term Care, Insurance, Equities, ETFs, Asset Management, Portfolio Management, Alternative Investments, Strategic Financial..., Fixed Annuities, FINRA, Finance, Financial Services, Investment Management, IRAs, Wealth Accumulation, Wealth Management..., Life Insurance, Financial Goals, 401k Rollovers, 529 Plans, Series 6, Variable Annuities, Long Term Care Insurance, High Net Worth..., Long-term Care, Series 63, Financial Analysis, Financial Modeling
Education
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Applied Science (BASc), Accounting and Finance
Don Bosco Prep 1990 — 1994
High school, Liberal Arts and Sciences/Liberal Studies
Axa Advisors October 2004 - Present
JP Morgan May 1999 - June 2004
DaimlerChrysler 1995 - 1999
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Mutual Funds, Financial Planning, Retirement, Estate Planning, Investments, Investment Strategies, Annuities, 401k, Financial Advisory, Securities, Wealth, Pensions, Long Term Care, Insurance, Equities, ETFs, Asset Management, Portfolio Management, Alternative Investments, Strategic Financial..., Fixed Annuities, FINRA, Finance, Financial Services, Investment Management, IRAs, Wealth Accumulation, Wealth Management..., Life Insurance, Financial Goals, 401k Rollovers, 529 Plans, Series 6, Variable Annuities, Long Term Care Insurance, High Net Worth..., Long-term Care, Series 63, Financial Analysis, Financial Modeling
Education
Boston College - Carroll School of Management 1991 — 1995
Bachelor of Applied Science (BASc), Accounting and Finance
Don Bosco Prep 1990 — 1994
High school, Liberal Arts and Sciences/Liberal Studies
Penny Borella Penny Borella's J.P. Morgan Experience July 1993 - December 1995
Job Hospital & HR Administrator at Veterinary MRI + Radiotherapy Center of New Jersey
Industry Human Resources
Experience
Veterinary MRI + Radiotherapy Center of New Jersey 2012 - Present
Dealtime Inc. March 2000 - April 2001
CIBC World Markets March 1998 - March 2000
Merrill Lynch January 1996 - May 1997
JP Morgan July 1993 - December 1995
JP Morgan January 1992 - January 1993
JP Morgan January 1988 - January 1992
Education
Bowdoin College 1984 — 1988
Bachelor of Arts, Government and Legal Studies
Veterinary MRI + Radiotherapy Center of New Jersey 2012 - Present
Dealtime Inc. March 2000 - April 2001
CIBC World Markets March 1998 - March 2000
Merrill Lynch January 1996 - May 1997
JP Morgan July 1993 - December 1995
JP Morgan January 1992 - January 1993
JP Morgan January 1988 - January 1992
Education
Bowdoin College 1984 — 1988
Bachelor of Arts, Government and Legal Studies
Selim Sulos Selim Sulos's J.P. Morgan Experience June 2005 - July 2005
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2014 - Present
InSITE September 2012 - May 2014
McKinsey & Company May 2013 - July 2013
Deloitte Financial Advisory Services LLP August 2006 - June 2012
JP Morgan June 2005 - July 2005
Skills
Management Consulting, Venture Capital, Private Equity, Risk Management, Analytics, Start-ups, Due Diligence, Consulting, Entrepreneurship, Investment Banking, IT Strategy, Financial Modeling, Corporate Finance, Valuation
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Brandeis University 2002 — 2006
BA, Computer Science, Economics
McKinsey & Company July 2014 - Present
InSITE September 2012 - May 2014
McKinsey & Company May 2013 - July 2013
Deloitte Financial Advisory Services LLP August 2006 - June 2012
JP Morgan June 2005 - July 2005
Skills
Management Consulting, Venture Capital, Private Equity, Risk Management, Analytics, Start-ups, Due Diligence, Consulting, Entrepreneurship, Investment Banking, IT Strategy, Financial Modeling, Corporate Finance, Valuation
Education
Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Brandeis University 2002 — 2006
BA, Computer Science, Economics
Dimitry Shishkoff Dimitry Shishkoff's J.P. Morgan Experience 1987 - 1996
Job Director of Risk Management at TMRS
Industry Investment Management
Experience
TMRS October 2010 - Present
Renaissance Insurance November 2007 - May 2009
Natixis Global Asset Management 1999 - 2007
JP Morgan 1987 - 1996
Skills
Portfolio Management, Capital Markets, Financial Risk, Fixed Income, Risk Management, Asset Management, Investments, Asset Allocation, Investment Banking, Equities, Finance, Investment Management, Financial Analysis, Quantitative Finance, Bonds, Hedge Funds, Alternative Investments, Derivatives, Management, Financial Modeling
Education
Tufts University 1981 — 1982
Mathematics
Boston University 1977 — 1981
Bachelors, Mathematics
TMRS October 2010 - Present
Renaissance Insurance November 2007 - May 2009
Natixis Global Asset Management 1999 - 2007
JP Morgan 1987 - 1996
Skills
Portfolio Management, Capital Markets, Financial Risk, Fixed Income, Risk Management, Asset Management, Investments, Asset Allocation, Investment Banking, Equities, Finance, Investment Management, Financial Analysis, Quantitative Finance, Bonds, Hedge Funds, Alternative Investments, Derivatives, Management, Financial Modeling
Education
Tufts University 1981 — 1982
Mathematics
Boston University 1977 — 1981
Bachelors, Mathematics
Andy Higham Andy Higham's J.P. Morgan Experience September 2005 - Present
Job Executive Director of Neovest Global Client Services at JP Morgan
Industry Investment Banking
Experience
JP Morgan September 2005 - Present
Electronic Specialist May 2004 - August 2005
Neovest April 2000 - May 2004
Skills
Hedge Funds, Project Management, Product Management, Business Development, Financial Analysis, Trading Systems, Trading, Business Strategy, Financial Services, Equities
Education
Thunderbird School of Global Management 2008 — 2009
MBA
Brigham Young University 1993 — 1998
B.A., International Relations
JP Morgan September 2005 - Present
Electronic Specialist May 2004 - August 2005
Neovest April 2000 - May 2004
Skills
Hedge Funds, Project Management, Product Management, Business Development, Financial Analysis, Trading Systems, Trading, Business Strategy, Financial Services, Equities
Education
Thunderbird School of Global Management 2008 — 2009
MBA
Brigham Young University 1993 — 1998
B.A., International Relations
Bill Sherman's J.P. Morgan Experience June 1999 - June 2000
Job Managing Member at TEC Advisors, LLC
Industry Financial Services
Experience
TEC Advisors, LLC March 2014 - Present
Canaccord Genuity Inc. July 2008 - March 2014
Kaufman Bros. March 2004 - July 2008
B. Riley & Co. February 2003 - January 2004
Needham & Company June 2000 - February 2003
JP Morgan June 1999 - June 2000
Bankers Trust June 1997 - June 1999
Education
Boston College 1993 — 1997
BS, Finance
TEC Advisors, LLC March 2014 - Present
Canaccord Genuity Inc. July 2008 - March 2014
Kaufman Bros. March 2004 - July 2008
B. Riley & Co. February 2003 - January 2004
Needham & Company June 2000 - February 2003
JP Morgan June 1999 - June 2000
Bankers Trust June 1997 - June 1999
Education
Boston College 1993 — 1997
BS, Finance
Jim Considine's J.P. Morgan Experience June 1987 - January 1999
Job COO, CFO, Derivatives & Capital Markets Advisor
Industry Capital Markets
Experience
McKay Brothers, LLC 2011 - Present
Quincy Data 2011 - Present
EDACAMA LLC January 2003 - Present
Robertson Stephens & Co. February 1999 - December 2002
FleetBoston Robertson Stephens February 1999 - December 2002
JP Morgan June 1987 - January 1999
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, Capital Markets
Boston College 1983 — 1987
BS, Business Management / Computer Science
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1987
BS, Business Management, Computer Science
McKay Brothers, LLC 2011 - Present
Quincy Data 2011 - Present
EDACAMA LLC January 2003 - Present
Robertson Stephens & Co. February 1999 - December 2002
FleetBoston Robertson Stephens February 1999 - December 2002
JP Morgan June 1987 - January 1999
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, Capital Markets
Boston College 1983 — 1987
BS, Business Management / Computer Science
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1987
BS, Business Management, Computer Science
Jacques Minoyan's J.P. Morgan Experience May 2007 - August 2007
Job Transaction Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase October 2012 - Present
Minoyan Properties January 2007 - Present
JPMorgan Chase January 2010 - October 2012
JP Morgan Chase August 2008 - August 2009
JP Morgan May 2007 - August 2007
JP Morgan June 2006 - August 2006
Skills
Options, Financial Modeling, Financial Analysis, Financial Statement..., Essbase, Banking, Valuation
Education
New York University 2012 — 2015
MS in Real Estate Finance & Investing
Boston University 2004 — 2008
BA, Economics, Minor Business Administration
Hovnanian
Hovnanian
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase October 2012 - Present
Minoyan Properties January 2007 - Present
JPMorgan Chase January 2010 - October 2012
JP Morgan Chase August 2008 - August 2009
JP Morgan May 2007 - August 2007
JP Morgan June 2006 - August 2006
Skills
Options, Financial Modeling, Financial Analysis, Financial Statement..., Essbase, Banking, Valuation
Education
New York University 2012 — 2015
MS in Real Estate Finance & Investing
Boston University 2004 — 2008
BA, Economics, Minor Business Administration
Hovnanian
Hovnanian
Brent Cochran's J.P. Morgan Experience 1996 - 1998
Job Senior Vice President at Investment Management Consultants
Industry Financial Services
Experience
Investment Management Consultants September 2006 - Present
BAC Concepts 2008 - 2013
Goldman Sachs 2000 - 2003
JP Morgan 1996 - 1998
Skills
Investments, Alternative Investments, Asset Managment, Asset Management, Mutual Funds, Hedge Funds, Investment Management, Series 7, Asset Allocation, Financial Analysis, Finance, Securities, Mergers & Acquisitions, Portfolio Management, Investment Advisory, Due Diligence, Strategic Financial..., Retirement Planning, Equities, Joint Ventures, Wealth Management, 401k
Education
Brigham Young University--Marriott School of Management 1991 — 1993
Master of Business Administration (MBA), Investment Management
Investment Management Consultants September 2006 - Present
BAC Concepts 2008 - 2013
Goldman Sachs 2000 - 2003
JP Morgan 1996 - 1998
Skills
Investments, Alternative Investments, Asset Managment, Asset Management, Mutual Funds, Hedge Funds, Investment Management, Series 7, Asset Allocation, Financial Analysis, Finance, Securities, Mergers & Acquisitions, Portfolio Management, Investment Advisory, Due Diligence, Strategic Financial..., Retirement Planning, Equities, Joint Ventures, Wealth Management, 401k
Education
Brigham Young University--Marriott School of Management 1991 — 1993
Master of Business Administration (MBA), Investment Management
Kyle John, CFA, CPA's J.P. Morgan Experience September 2010 - March 2012
Job Business Development | Investor Relations
Industry Investment Management
Experience
Regan Capital, LLC September 2015 - Present
Highland Capital Management, L.P. February 2015 - September 2015
Highland Capital Management, L.P. July 2012 - February 2015
JP Morgan September 2010 - March 2012
PricewaterhouseCoopers July 2009 - September 2010
PricewaterhouseCoopers June 2008 - August 2008
Global Financial Advisors 2008 - 2008
The Accend Group 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Corporate Finance
Education
Brigham Young University 2004 — 2009
Masters, Accounting
Brigham Young University 2004 — 2009
Bachelor’s Degree, Accounting
Regan Capital, LLC September 2015 - Present
Highland Capital Management, L.P. February 2015 - September 2015
Highland Capital Management, L.P. July 2012 - February 2015
JP Morgan September 2010 - March 2012
PricewaterhouseCoopers July 2009 - September 2010
PricewaterhouseCoopers June 2008 - August 2008
Global Financial Advisors 2008 - 2008
The Accend Group 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Corporate Finance
Education
Brigham Young University 2004 — 2009
Masters, Accounting
Brigham Young University 2004 — 2009
Bachelor’s Degree, Accounting
Tom Choi's J.P. Morgan Experience March 2008 - February 2009
Job Senior Manager, Specialized Strategy
Industry Financial Services
Experience
Synchrony Financial August 2015 - Present
Consultant January 2013 - August 2015
18 Capital LLC February 2012 - January 2013
InSolve Capital, LP an affiliate of Starwood Capital Group 2010 - January 2012
Portfolio Recovery Associates February 2009 - April 2010
JP Morgan March 2008 - February 2009
Bear Stearns February 1997 - March 2008
Skills
Risk Management, Portfolio Management, Financial Analysis, Strategic Planning, Integrity, Team Management, Management, Finance, Business Development, Banking, Financial Services, Executive Management, Mergers & Acquisitions, Process Improvement, Strategy, Vendor Management, CRM
Education
Boston University 1992 — 1996
B.A., Economics
Synchrony Financial August 2015 - Present
Consultant January 2013 - August 2015
18 Capital LLC February 2012 - January 2013
InSolve Capital, LP an affiliate of Starwood Capital Group 2010 - January 2012
Portfolio Recovery Associates February 2009 - April 2010
JP Morgan March 2008 - February 2009
Bear Stearns February 1997 - March 2008
Skills
Risk Management, Portfolio Management, Financial Analysis, Strategic Planning, Integrity, Team Management, Management, Finance, Business Development, Banking, Financial Services, Executive Management, Mergers & Acquisitions, Process Improvement, Strategy, Vendor Management, CRM
Education
Boston University 1992 — 1996
B.A., Economics
Jamie Obletz's J.P. Morgan Experience January 2013 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2013 - Present
JP Morgan July 2010 - January 2013
Credit Suisse July 2009 - July 2010
M&T Bank June 2003 - January 2008
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Private Equity, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Investments, Equities, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Columbia University in the City of New York 2007 — 2009
MBA, Business
Boston College 1999 — 2003
B.A., Economics
Park School of Buffalo
J.P. Morgan January 2013 - Present
JP Morgan July 2010 - January 2013
Credit Suisse July 2009 - July 2010
M&T Bank June 2003 - January 2008
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Private Equity, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Investments, Equities, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Columbia University in the City of New York 2007 — 2009
MBA, Business
Boston College 1999 — 2003
B.A., Economics
Park School of Buffalo
Ken Bowen's J.P. Morgan Experience January 2001 - October 2002
Job VP Corporate and Servicing Project Management at Granite State Management and Resources
Industry Financial Services
Experience
athenahealth February 2015 - Present
Granite State Management and Resources February 2013 - February 2015
Granite State Management and Resources July 2010 - February 2013
Granite State Management and Resources February 2008 - July 2010
Liberty Mutual December 2006 - January 2008
JP Morgan Chase and Co. December 2004 - December 2006
JP Morgan Chase and C. February 2003 - December 2004
JPMorganChase October 2002 - February 2003
JP Morgan January 2001 - October 2002
Intellimark August 2000 - January 2001
Skills
Project Management, SDLC, Technical Support, Customer Service, Business Analysis, Microsoft Excel, Team Building, Vendor Management, Business Requirements, Requirements Gathering, Visio, Banking, Insurance, Software Documentation, Process Improvement, SQL, Requirements Analysis, PMO, Program Management, Risk Management, Leadership, User Acceptance Testing, Quality Center, Enterprise Architecture, Access, Quality Assurance, Management, Financial Services, Business Process..., SharePoint, Software Project..., Analysis, IT Strategy, Integration, Business Process, Business Intelligence, MS Project, Systems Analysis, Project Portfolio..., Business Process..., PMP, Testing, Data Warehousing, Product Development, Project Delivery, IT Management
Education
Boston University 2009 — 2009
Certificate in Applied Project Management
University of Colorado Boulder 2004 — 2006
Certificate in Analysis
Boston University 2004 — 2004
Oracle 9i Certificate
University of Massachusetts Lowell 2002 — 2003
Certificate in Telecommunications
Stonehill College 1994 — 1998
BA
athenahealth February 2015 - Present
Granite State Management and Resources February 2013 - February 2015
Granite State Management and Resources July 2010 - February 2013
Granite State Management and Resources February 2008 - July 2010
Liberty Mutual December 2006 - January 2008
JP Morgan Chase and Co. December 2004 - December 2006
JP Morgan Chase and C. February 2003 - December 2004
JPMorganChase October 2002 - February 2003
JP Morgan January 2001 - October 2002
Intellimark August 2000 - January 2001
Skills
Project Management, SDLC, Technical Support, Customer Service, Business Analysis, Microsoft Excel, Team Building, Vendor Management, Business Requirements, Requirements Gathering, Visio, Banking, Insurance, Software Documentation, Process Improvement, SQL, Requirements Analysis, PMO, Program Management, Risk Management, Leadership, User Acceptance Testing, Quality Center, Enterprise Architecture, Access, Quality Assurance, Management, Financial Services, Business Process..., SharePoint, Software Project..., Analysis, IT Strategy, Integration, Business Process, Business Intelligence, MS Project, Systems Analysis, Project Portfolio..., Business Process..., PMP, Testing, Data Warehousing, Product Development, Project Delivery, IT Management
Education
Boston University 2009 — 2009
Certificate in Applied Project Management
University of Colorado Boulder 2004 — 2006
Certificate in Analysis
Boston University 2004 — 2004
Oracle 9i Certificate
University of Massachusetts Lowell 2002 — 2003
Certificate in Telecommunications
Stonehill College 1994 — 1998
BA
Rebecca Kalinowski's J.P. Morgan Experience September 2013 - Present
Job Business Manager Global Capital Advisory Practice at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
J.P. Morgan July 2013 - Present
JP Morgan July 2010 - June 2013
Brandeis University May 2009 - May 2010
ISM September 2008 - January 2009
Nelson Schmidt February 2008 - August 2008
Metropolitan Builders Association June 2003 - January 2008
Skills
Marketing Strategy, Market Research, Strategic Planning, Marketing, Management, Marketing Communications, Strategy, Social Media, Business Strategy, Budgets, Analysis, Entrepreneurship, Data Analysis, Research, Account Management, Public Relations, Time Management, Competitive Analysis, Analytics, Investments, Financial Analysis
Education
Brandeis International Business School 2008 — 2010
MBA, International Business and Marketing
ESSEC Business School 2009 — 2009
MBA Exchange, Brand Management
Carroll University 2004 — 2008
Bachelors, Business Administration and International Relations
Huron University 2007 — 2007
Study Abroad, Marketing
J.P. Morgan September 2013 - Present
J.P. Morgan July 2013 - Present
JP Morgan July 2010 - June 2013
Brandeis University May 2009 - May 2010
ISM September 2008 - January 2009
Nelson Schmidt February 2008 - August 2008
Metropolitan Builders Association June 2003 - January 2008
Skills
Marketing Strategy, Market Research, Strategic Planning, Marketing, Management, Marketing Communications, Strategy, Social Media, Business Strategy, Budgets, Analysis, Entrepreneurship, Data Analysis, Research, Account Management, Public Relations, Time Management, Competitive Analysis, Analytics, Investments, Financial Analysis
Education
Brandeis International Business School 2008 — 2010
MBA, International Business and Marketing
ESSEC Business School 2009 — 2009
MBA Exchange, Brand Management
Carroll University 2004 — 2008
Bachelors, Business Administration and International Relations
Huron University 2007 — 2007
Study Abroad, Marketing
Sindia Taylor's J.P. Morgan Experience September 2008 - January 2014
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JP Morgan September 2008 - January 2014
State Street Bank 2007 - 2009
State Street Bank 2006 - 2007
Investors Bank & Trust 2004 - 2006
Skills
Equities, Fixed Income, Mutual Funds, Bloomberg, Securities, Derivatives, Financial Services, Investments, Fund Accounting, Alternative Investments, Corporate Actions, Accounting
Education
Brandeis International Business School 2004 — 2008
Master of Science (M.S.), Finance
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), Psychology & English
JPMorgan Chase February 2014 - Present
JP Morgan September 2008 - January 2014
State Street Bank 2007 - 2009
State Street Bank 2006 - 2007
Investors Bank & Trust 2004 - 2006
Skills
Equities, Fixed Income, Mutual Funds, Bloomberg, Securities, Derivatives, Financial Services, Investments, Fund Accounting, Alternative Investments, Corporate Actions, Accounting
Education
Brandeis International Business School 2004 — 2008
Master of Science (M.S.), Finance
Tufts University 1998 — 2002
Bachelor of Arts (B.A.), Psychology & English
Eric Paul's J.P. Morgan Experience April 2000 - August 2001
Job Managing Director, Investment Product & Platform Management
Industry Investment Management
Experience
Wilmington Trust October 2011 - Present
M&T Bank May 2003 - October 2011
Bank of America May 2002 - August 2002
JP Morgan April 2000 - August 2001
Deutsche Bank August 1998 - April 2000
Skills
Strategy, Product Development, Product Management, Mutual Funds, Financial Modeling, Thought Leadership, Investment Strategies, Separately Managed..., Product Marketing, Competitive Analysis, Unified Managed Accounts, Profitable Growth, Series 7, Asset Allocation, Investment Advisory, Asset Managment, Leadership Development
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Finance, Accounting
Brigham Young University 1992 — 1998
Bachelor of Arts, American Studies, Russian, Business Management
Wilmington Trust October 2011 - Present
M&T Bank May 2003 - October 2011
Bank of America May 2002 - August 2002
JP Morgan April 2000 - August 2001
Deutsche Bank August 1998 - April 2000
Skills
Strategy, Product Development, Product Management, Mutual Funds, Financial Modeling, Thought Leadership, Investment Strategies, Separately Managed..., Product Marketing, Competitive Analysis, Unified Managed Accounts, Profitable Growth, Series 7, Asset Allocation, Investment Advisory, Asset Managment, Leadership Development
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Finance, Accounting
Brigham Young University 1992 — 1998
Bachelor of Arts, American Studies, Russian, Business Management
Teresa Ho's J.P. Morgan Experience April 2007 - April 2010
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan May 2010 - Present
JP Morgan April 2007 - April 2010
JP Morgan September 2004 - March 2007
Skills
Capital Markets, Money Market, Securities, Banking, Funding, Treasury, Fixed Income Analysis, Fixed Income, Analysis, Bloomberg, Equities, Asset Management, Financial Modeling, Series 7, Bonds, Investments
Education
Boston College 2000 — 2004
BS, accounting
London School of Economics and Political Science 2002 — 2003
JPMorgan May 2010 - Present
JP Morgan April 2007 - April 2010
JP Morgan September 2004 - March 2007
Skills
Capital Markets, Money Market, Securities, Banking, Funding, Treasury, Fixed Income Analysis, Fixed Income, Analysis, Bloomberg, Equities, Asset Management, Financial Modeling, Series 7, Bonds, Investments
Education
Boston College 2000 — 2004
BS, accounting
London School of Economics and Political Science 2002 — 2003
Susan Brustien Macgregor-Scott's J.P. Morgan Experience 1997 - 2002
Job Global Head of Transactions, Citigroup
Industry Real Estate
Experience
Citi Managing DirectorCitiAugust 2011 - Present
Bank of Amercia March 2006 - July 2011
Bank of America 2006 - July 2011
JRT Realty November 2003 - February 2006
JP Morgan 1997 - 2002
Chase Manhattan Corporation 1989 - 1997
Chemical Bank 1985 - 1989
Skills
Capital Markets, Real Estate, Sellers, Banking, Project Finance, Asset Managment, Corporate Real Estate, Portfolio Management, Business Strategy, Corporate Finance, Real Estate Economics, Management Consulting, Due Diligence, Contract Negotiation, Valuation, Investments, Disposition, Strategy, Negotiation, Acquisition Integration, Mergers, Mergers & Acquisitions, Venture Capital, Real Estate Transactions, Leases, Commercial Real Estate, Brokerage, Asset Management, Dispositions, Financial Modeling, Private Equity, Structured Finance, Acquisitions
Education
University of Pennsylvania - The Wharton School 1984 — 1985
MBA, Finance & management
Brandeis University
BA, Economics
The London School of Economics and Political Science (LSE)
Citi Managing DirectorCitiAugust 2011 - Present
Bank of Amercia March 2006 - July 2011
Bank of America 2006 - July 2011
JRT Realty November 2003 - February 2006
JP Morgan 1997 - 2002
Chase Manhattan Corporation 1989 - 1997
Chemical Bank 1985 - 1989
Skills
Capital Markets, Real Estate, Sellers, Banking, Project Finance, Asset Managment, Corporate Real Estate, Portfolio Management, Business Strategy, Corporate Finance, Real Estate Economics, Management Consulting, Due Diligence, Contract Negotiation, Valuation, Investments, Disposition, Strategy, Negotiation, Acquisition Integration, Mergers, Mergers & Acquisitions, Venture Capital, Real Estate Transactions, Leases, Commercial Real Estate, Brokerage, Asset Management, Dispositions, Financial Modeling, Private Equity, Structured Finance, Acquisitions
Education
University of Pennsylvania - The Wharton School 1984 — 1985
MBA, Finance & management
Brandeis University
BA, Economics
The London School of Economics and Political Science (LSE)
Sean Bloor's J.P. Morgan Experience May 2005 - May 2006
Job Business Sales Support Analyst at TIAACREF
Industry Financial Services
Lori Masotta's J.P. Morgan Experience March 2015 - July 2015
Job Chief of Staff at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC August 2015 - Present
JP Morgan March 2015 - July 2015
JP Morgan May 2011 - February 2015
JP Morgan May 2010 - April 2011
JP Morgan August 2004 - April 2010
Shearman & Sterling June 2000 - July 2004
Goldman Sachs October 1996 - July 1999
JP Morgan July 1995 - September 1996
Skills
PMO, Investment Banking, Risk Management, PMP, Business Management, Governance, Budget Management, Financial Planning, Process Improvement
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Information Technology and Finance
NBHS 1988 — 1991
St Mary's
Apollo Global Management LLC August 2015 - Present
JP Morgan March 2015 - July 2015
JP Morgan May 2011 - February 2015
JP Morgan May 2010 - April 2011
JP Morgan August 2004 - April 2010
Shearman & Sterling June 2000 - July 2004
Goldman Sachs October 1996 - July 1999
JP Morgan July 1995 - September 1996
Skills
PMO, Investment Banking, Risk Management, PMP, Business Management, Governance, Budget Management, Financial Planning, Process Improvement
Education
Boston College 1991 — 1995
Bachelor of Science (BS), Information Technology and Finance
NBHS 1988 — 1991
St Mary's
Nick Rutherfurd's J.P. Morgan Experience 2001 - 2004
Job Principal at The Builders Fund
Industry Venture Capital & Private Equity
Experience
The Builders Fund March 2015 - Present
Niobe Water 2012 - Present
EarthWater Global 2006 - 2011
Veronis Suhler Stevenson 2004 - 2007
JP Morgan 2001 - 2004
Skills
Private Equity, Venture Capital, Entrepreneurship, Leadership, Investment Banking, Mergers & Acquisitions, Due Diligence, Emerging Markets, Corporate Development, Financial Modeling, Start-ups
Education
Bowdoin College 1996 — 2000
AB, Government & Law
Georgetown University, Engalitcheff Institute 1997 — 1997
Political and Economic Systems
Deerfield Academy 1993 — 1996
The Builders Fund March 2015 - Present
Niobe Water 2012 - Present
EarthWater Global 2006 - 2011
Veronis Suhler Stevenson 2004 - 2007
JP Morgan 2001 - 2004
Skills
Private Equity, Venture Capital, Entrepreneurship, Leadership, Investment Banking, Mergers & Acquisitions, Due Diligence, Emerging Markets, Corporate Development, Financial Modeling, Start-ups
Education
Bowdoin College 1996 — 2000
AB, Government & Law
Georgetown University, Engalitcheff Institute 1997 — 1997
Political and Economic Systems
Deerfield Academy 1993 — 1996
Jonathan Horowitz's J.P. Morgan Experience January 2014 - Present
Job Vice President & Program Officer at J.P. Morgan
Industry Philanthropy
Experience
J.P. Morgan January 2014 - Present
JP Morgan July 2010 - January 2014
Jewish Funders Network June 2009 - October 2010
Jewish Funders Network June 2008 - June 2009
Jewish Funders Network July 2007 - June 2008
Hillel: The Foundation for Jewish Campus Life June 2006 - June 2007
Skills
Philanthropy, Grants, Non-profits, Program Development, Fundraising, Volunteer Management, Grant Writing, Program Management, Program Facilitation, Leadership Development, Non-profit Consulting, Capacity Building, Research, Nonprofits, Strategic Planning, Organizational..., Proposal Writing, Editing
Education
New York University 2011 — 2013
Master of Public Administration (MPA)
Brandeis University 2002 — 2006
BA, Cum Laude
J.P. Morgan January 2014 - Present
JP Morgan July 2010 - January 2014
Jewish Funders Network June 2009 - October 2010
Jewish Funders Network June 2008 - June 2009
Jewish Funders Network July 2007 - June 2008
Hillel: The Foundation for Jewish Campus Life June 2006 - June 2007
Skills
Philanthropy, Grants, Non-profits, Program Development, Fundraising, Volunteer Management, Grant Writing, Program Management, Program Facilitation, Leadership Development, Non-profit Consulting, Capacity Building, Research, Nonprofits, Strategic Planning, Organizational..., Proposal Writing, Editing
Education
New York University 2011 — 2013
Master of Public Administration (MPA)
Brandeis University 2002 — 2006
BA, Cum Laude
Sam Stonberg's J.P. Morgan Experience June 2010 - July 2013
Job
Industry Financial Services
Experience
Oridun Capital Management (OCM) June 2015 - Present
Meristem Capital February 2014 - June 2015
CrowdBrief July 2013 - March 2015
JP Morgan June 2010 - July 2013
Pine River Asia June 2008 - August 2008
Education
Tufts University - The Fletcher School of Law and Diplomacy 2007 — 2009
Masters of Arts in Law and Diplomacy
Boston University - School of Management 2007 — 2009
MBA
Emory University 2000 — 2004
BA
Belmont Hill School 1994 — 2000
Oridun Capital Management (OCM) June 2015 - Present
Meristem Capital February 2014 - June 2015
CrowdBrief July 2013 - March 2015
JP Morgan June 2010 - July 2013
Pine River Asia June 2008 - August 2008
Education
Tufts University - The Fletcher School of Law and Diplomacy 2007 — 2009
Masters of Arts in Law and Diplomacy
Boston University - School of Management 2007 — 2009
MBA
Emory University 2000 — 2004
BA
Belmont Hill School 1994 — 2000
Tom Bumbolow's J.P. Morgan Experience July 1998 - Present
Job Credit sales at JPMorgan
Industry Financial Services
Experience
JPMorgan July 1998 - Present
JP Morgan July 1998 - Present
JP Morgan Chase 1998 - Present
Education
Boston College 1994 — 1998
Brien McMahon High School 1992 — 1994
HS
JPMorgan July 1998 - Present
JP Morgan July 1998 - Present
JP Morgan Chase 1998 - Present
Education
Boston College 1994 — 1998
Brien McMahon High School 1992 — 1994
HS
R.D. Ferman's J.P. Morgan Experience 2006 - Present
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan 2006 - Present
ESPN 2002 - 2004
ESPN 2002 - 2002
ESPN 2001 - 2002
SFX Sports Group 2000 - 2001
United States Tennis Association 2000 - 2000
New York Yankees 1999 - 1999
adidas 1999 - 1999
Education
Jones Graduate School of Business, Rice University 2004 — 2006
MBA
Boston College 1998 — 2000
JP Morgan 2006 - Present
ESPN 2002 - 2004
ESPN 2002 - 2002
ESPN 2001 - 2002
SFX Sports Group 2000 - 2001
United States Tennis Association 2000 - 2000
New York Yankees 1999 - 1999
adidas 1999 - 1999
Education
Jones Graduate School of Business, Rice University 2004 — 2006
MBA
Boston College 1998 — 2000
Kathryn Cacciatore's J.P. Morgan Experience January 2000 - September 2001
Job Real Estate Agent at William Pitt Sotheby's International Realty
Industry Real Estate
Experience
William Pitt Sotheby's International Realty June 2013 - Present
William Raveis Real Estate March 2012 - Present
Stribling & Associates October 2002 - January 2010
Deloitte & Touche September 2001 - September 2002
JP Morgan January 2000 - September 2001
Pricewaterhouse Coopers January 1997 - September 2000
Skills
Investment Properties, Sellers, Buyer Representation, Condos, First Time Home Buyers, Single Family Homes, Luxury, Listings, Buyers, New Home Sales, Townhomes, Valuation, Investors, Marketing, Real Estate, Real Estate Transactions, Referrals, Relocation, Rentals, Sales
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Greenwich Academy 1989 — 1992
Greenwich Country Day 1983 — 1989
William Pitt Sotheby's International Realty June 2013 - Present
William Raveis Real Estate March 2012 - Present
Stribling & Associates October 2002 - January 2010
Deloitte & Touche September 2001 - September 2002
JP Morgan January 2000 - September 2001
Pricewaterhouse Coopers January 1997 - September 2000
Skills
Investment Properties, Sellers, Buyer Representation, Condos, First Time Home Buyers, Single Family Homes, Luxury, Listings, Buyers, New Home Sales, Townhomes, Valuation, Investors, Marketing, Real Estate, Real Estate Transactions, Referrals, Relocation, Rentals, Sales
Education
Boston College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Greenwich Academy 1989 — 1992
Greenwich Country Day 1983 — 1989
Sheena Shen, CFA's J.P. Morgan Experience May 2002 - January 2005
Job Controller at A Financial Technology Company
Industry Financial Services
Experience
A Financial Technology Company July 2013 - July 2014
Great Wall Research LLC November 2006 - June 2013
Sino Green Land Corporation April 2010 - February 2012
JPMorgan Chase February 2005 - October 2006
J.P. Morgan May 2002 - January 2005
JP Morgan May 2000 - May 2002
UBS November 1998 - May 2000
Deloitte & Touche LLP July 1997 - November 1998
Skills
Equities, Private Equity, Equity Research, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Finance
Education
The University of Connecticut 1995 — 1997
Master of Business Administration (MBA), Finance, General, 3.91
Brigham Young University - Hawaii 1991 — 1995
Bachelor of Science (BS), Accounting, 3.93
A Financial Technology Company July 2013 - July 2014
Great Wall Research LLC November 2006 - June 2013
Sino Green Land Corporation April 2010 - February 2012
JPMorgan Chase February 2005 - October 2006
J.P. Morgan May 2002 - January 2005
JP Morgan May 2000 - May 2002
UBS November 1998 - May 2000
Deloitte & Touche LLP July 1997 - November 1998
Skills
Equities, Private Equity, Equity Research, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Finance
Education
The University of Connecticut 1995 — 1997
Master of Business Administration (MBA), Finance, General, 3.91
Brigham Young University - Hawaii 1991 — 1995
Bachelor of Science (BS), Accounting, 3.93
Greg Howells's J.P. Morgan Experience October 2014 - Present
Job Executive Director Asset Management Technology
Industry Information Technology and Services
Experience
J.P. Morgan October 2014 - Present
Bank of America October 2004 - October 2014
JPMorgan Chase & Co July 2000 - October 2004
JP Morgan June 1997 - July 2000
Bank of Tokyo-Mitsubishi September 1996 - June 1997
Education
Boston College 1992 — 1996
BS Economics
J.P. Morgan October 2014 - Present
Bank of America October 2004 - October 2014
JPMorgan Chase & Co July 2000 - October 2004
JP Morgan June 1997 - July 2000
Bank of Tokyo-Mitsubishi September 1996 - June 1997
Education
Boston College 1992 — 1996
BS Economics
Linda Sheehan's J.P. Morgan Experience December 1982 - February 2000
Job Director at Quartet FS
Industry Information Technology and Services
Experience
Katie's Pet Depot November 2008 - Present
Quartet FS March 2008 - Present
Misys Banking Systems December 2000 - March 2008
JP Morgan December 1982 - February 2000
Skills
Financial Markets, Derivatives, Capital Markets, Business Analysis, Risk Management, Portfolio Management, Trading Systems, Fixed Income, Investment Banking, Software Development, Business Development, Credit, Software Project..., Business Intelligence, Business Strategy, Professional Services, Banking, Loans, Accounting
Education
New York University, Stern School of Business 1984 — 1987
MBA Candidate, Finance
Boston College 1979 — 1982
BA, Economics
Katie's Pet Depot November 2008 - Present
Quartet FS March 2008 - Present
Misys Banking Systems December 2000 - March 2008
JP Morgan December 1982 - February 2000
Skills
Financial Markets, Derivatives, Capital Markets, Business Analysis, Risk Management, Portfolio Management, Trading Systems, Fixed Income, Investment Banking, Software Development, Business Development, Credit, Software Project..., Business Intelligence, Business Strategy, Professional Services, Banking, Loans, Accounting
Education
New York University, Stern School of Business 1984 — 1987
MBA Candidate, Finance
Boston College 1979 — 1982
BA, Economics
David DeSantis's J.P. Morgan Experience 2008 - April 2015
Job Relationship Manager at SEI
Industry Capital Markets
Experience
SEI May 2015 - Present
JP Morgan 2008 - April 2015
UBS 2000 - 2007
Swiss Bank Corporation 1997 - 2000
Education
Boston University 1995 — 1997
MBA
SEI May 2015 - Present
JP Morgan 2008 - April 2015
UBS 2000 - 2007
Swiss Bank Corporation 1997 - 2000
Education
Boston University 1995 — 1997
MBA
Anupam Rama's J.P. Morgan Experience August 2010 - Present
Job Vice President, Biotechnology Equity Research at JP Morgan
Industry Biotechnology
Experience
JP Morgan August 2010 - Present
Oppenheimer & Co. March 2008 - August 2010
Datamonitor June 2007 - March 2008
Leerink Swann December 2005 - May 2007
Decision Resources August 2005 - November 2005
Skills
Equity Research, Mergers & Acquisitions, Valuation, Biotechnology, Due Diligence
Education
Boston University 2004 — 2005
MPH, Master of Public Health
Boston University 1999 — 2004
BS, Human Physiology
JP Morgan August 2010 - Present
Oppenheimer & Co. March 2008 - August 2010
Datamonitor June 2007 - March 2008
Leerink Swann December 2005 - May 2007
Decision Resources August 2005 - November 2005
Skills
Equity Research, Mergers & Acquisitions, Valuation, Biotechnology, Due Diligence
Education
Boston University 2004 — 2005
MPH, Master of Public Health
Boston University 1999 — 2004
BS, Human Physiology
Andrea Lisher's J.P. Morgan Experience 1996 - 2009
Job Managing Director, JPMorgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management May 2011 - Present
JPMorgan Asset Management July 1996 - Present
JP Morgan 1996 - 2009
Snowball.com 1999 - 2001
Skills
Hedge Funds, Asset Managment, Equities, Alternative Investments, Fixed Income, Series 7, Investments, Investment Banking, Mutual Funds, Series 63, Capital Markets, Private Equity, Portfolio Management, Securities, Asset Allocation
Education
Boston College 1992 — 1996
Marketing
J.P. Morgan Asset Management May 2011 - Present
JPMorgan Asset Management July 1996 - Present
JP Morgan 1996 - 2009
Snowball.com 1999 - 2001
Skills
Hedge Funds, Asset Managment, Equities, Alternative Investments, Fixed Income, Series 7, Investments, Investment Banking, Mutual Funds, Series 63, Capital Markets, Private Equity, Portfolio Management, Securities, Asset Allocation
Education
Boston College 1992 — 1996
Marketing
Nicholas Gaspari's J.P. Morgan Experience 2004 - 2007
Job Harvest Fund Advisors
Industry Investment Management
Experience
Harvest Fund Advisors 2007 - Present
JP Morgan 2004 - 2007
Education
Boston College 2000 — 2004
BA, History
Harvest Fund Advisors 2007 - Present
JP Morgan 2004 - 2007
Education
Boston College 2000 — 2004
BA, History
Mo Yang's J.P. Morgan Experience June 2009 - July 2011
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
The Wharton School July 2014 - Present
Cressey & Co August 2011 - July 2014
JP Morgan June 2009 - July 2011
JP Morgan June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Boston University School of Management September 2006 - May 2007
Education
Boston University Questrom School of Business 2005 — 2009
B.S.B.A, Finance and International Relations
The Lawrenceville School 2001 — 2005
University of Pennsylvania - The Wharton School
The Wharton School July 2014 - Present
Cressey & Co August 2011 - July 2014
JP Morgan June 2009 - July 2011
JP Morgan June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Boston University School of Management September 2006 - May 2007
Education
Boston University Questrom School of Business 2005 — 2009
B.S.B.A, Finance and International Relations
The Lawrenceville School 2001 — 2005
University of Pennsylvania - The Wharton School
Amish Kapadia's J.P. Morgan Experience 2000 - 2004
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays Capital March 2004 - Present
JP Morgan 2000 - 2004
Sanwa Financial Products 1996 - 2000
Federal Home Loan Bank Boston (FHLB) January 1992 - January 1996
Skills
Fixed Income, Derivatives, Credit Derivatives, Capital Markets, Equities, Investment Banking, Interest Rate..., CDS, Risk Management, ISDA, Hedge Funds, Trading, Trading Systems, Portfolio Management, Product Control, Dodd-Frank, Swaps, Structured Products, Collateral Management, Middle Office, Structured Finance, Corporate Finance, Financial Risk
Education
Boston College 2000 — 2001
MS Finance, Finance
The University of Texas at Austin 1988 — 2000
BBA, Business and Finance
Sydenham College 1982 — 1987
Bachelor of Commerce, Economics and Accounting
Hindi Vidya Bhavan 1972 — 1982
School, School
Barclays Capital March 2004 - Present
JP Morgan 2000 - 2004
Sanwa Financial Products 1996 - 2000
Federal Home Loan Bank Boston (FHLB) January 1992 - January 1996
Skills
Fixed Income, Derivatives, Credit Derivatives, Capital Markets, Equities, Investment Banking, Interest Rate..., CDS, Risk Management, ISDA, Hedge Funds, Trading, Trading Systems, Portfolio Management, Product Control, Dodd-Frank, Swaps, Structured Products, Collateral Management, Middle Office, Structured Finance, Corporate Finance, Financial Risk
Education
Boston College 2000 — 2001
MS Finance, Finance
The University of Texas at Austin 1988 — 2000
BBA, Business and Finance
Sydenham College 1982 — 1987
Bachelor of Commerce, Economics and Accounting
Hindi Vidya Bhavan 1972 — 1982
School, School
Brian Heaphy's J.P. Morgan Experience January 1997 - April 1999
Job Executive Director Business Development at BristolMyers Squibb
Industry Pharmaceuticals
Experience
Bristol-Myers Squibb May 2011 - Present
Jefferson National Financial Corp. June 2005 - May 2011
Davis Polk & Wardwell March 2001 - May 2005
JP Morgan January 1997 - April 1999
Goldman Sachs January 1996 - January 1997
JP Morgan February 1994 - January 1996
Education
Brooklyn Law School 1997 — 2000
JD, Law
Queens College 1989 — 1993
BA, Accounting
Bristol-Myers Squibb May 2011 - Present
Jefferson National Financial Corp. June 2005 - May 2011
Davis Polk & Wardwell March 2001 - May 2005
JP Morgan January 1997 - April 1999
Goldman Sachs January 1996 - January 1997
JP Morgan February 1994 - January 1996
Education
Brooklyn Law School 1997 — 2000
JD, Law
Queens College 1989 — 1993
BA, Accounting
Ezana Bocresion's J.P. Morgan Experience 1992 - 1998
Job Africa Private Equity / Merchant Banking
Industry Financial Services
Experience
Aeneas Holdings, LLC 2009 - Present
Copia Agribusiness 2012 - September 2014
Atlas Advisors 2003 - 2008
Merrill Lynch 1998 - 2001
JP Morgan 1992 - 1998
KPMG 1990 - 1991
Laventhol and Horwath 1986 - 1990
Skills
Corporate Finance, Emerging Markets, Mergers, Investment Banking, Strategy, Investments, Latin America, Banking, Valuation, Financial Modeling, Portuguese, Accounting, Financial Analysis, Private Equity, Alternative Investments, Venture Capital, Financial Structuring, Structured Finance, Business Strategy, Corporate Development, Mergers & Acquisitions, LBO, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration (MBA)
Boston University - School of Management 1982 — 1986
BSBA, Concentration in Accounting
Aeneas Holdings, LLC 2009 - Present
Copia Agribusiness 2012 - September 2014
Atlas Advisors 2003 - 2008
Merrill Lynch 1998 - 2001
JP Morgan 1992 - 1998
KPMG 1990 - 1991
Laventhol and Horwath 1986 - 1990
Skills
Corporate Finance, Emerging Markets, Mergers, Investment Banking, Strategy, Investments, Latin America, Banking, Valuation, Financial Modeling, Portuguese, Accounting, Financial Analysis, Private Equity, Alternative Investments, Venture Capital, Financial Structuring, Structured Finance, Business Strategy, Corporate Development, Mergers & Acquisitions, LBO, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration (MBA)
Boston University - School of Management 1982 — 1986
BSBA, Concentration in Accounting
John A. McCabe's J.P. Morgan Experience 1996 - 2001
Job Director of Compliance at ACDS, Inc.
Industry Nonprofit Organization Management
Experience
Association for Children with Down Syndrome February 2009 - Present
UBS 2005 - June 2008
Alliance Capital Management 2004 - 2005
Pfizer Consumer Healthcare 2004 - 2004
American Home Mortgage 2003 - 2004
IBM Global Business Services 2002 - 2003
FleetBoston Financial 2001 - 2002
JP Morgan 1996 - 2001
Bear Stearns 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Operational Risk..., Financial Audits, Enterprise Risk..., Risk Management, Operational Risk, Securities, Financial Risk, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, AML, Due Diligence, Sarbanes-Oxley Act, Bento, Balanced Scorecard, LinkedIn, Dropbox, Apple Numbers, Keynote, Dragon Naturally..., Nonprofit Technology
Education
Boston College 1981 — 1985
BS, Finance & Accounting
Braintree High School 1978 — 1981
High School Diploma
Association for Children with Down Syndrome February 2009 - Present
UBS 2005 - June 2008
Alliance Capital Management 2004 - 2005
Pfizer Consumer Healthcare 2004 - 2004
American Home Mortgage 2003 - 2004
IBM Global Business Services 2002 - 2003
FleetBoston Financial 2001 - 2002
JP Morgan 1996 - 2001
Bear Stearns 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Operational Risk..., Financial Audits, Enterprise Risk..., Risk Management, Operational Risk, Securities, Financial Risk, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, AML, Due Diligence, Sarbanes-Oxley Act, Bento, Balanced Scorecard, LinkedIn, Dropbox, Apple Numbers, Keynote, Dragon Naturally..., Nonprofit Technology
Education
Boston College 1981 — 1985
BS, Finance & Accounting
Braintree High School 1978 — 1981
High School Diploma
Rich Considine's J.P. Morgan Experience 2004 - 2007
Job Director of Investments at Investment Firm
Industry Capital Markets
Experience
. June 2010 - Present
JP Morgan 2004 - 2007
JPMORGAN SECURITIES 2004 - 2007
Banc One Capital Markets 1997 - 2004
Fitzgerald Davis and Associates 1994 - 1998
John Nuveen and Co 1986 - 1990
Skills
Derivatives, Investments, Capital Markets, Bonds, Fixed Income, Alternative Investments, Series 7, Series 63, Portfolio Management, Asset Allocation, Securities, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1986
MBA Coursework
Boston College 1979 — 1983
Bachelor of Science, Biology
Loyola Academy 1975 — 1979
. June 2010 - Present
JP Morgan 2004 - 2007
JPMORGAN SECURITIES 2004 - 2007
Banc One Capital Markets 1997 - 2004
Fitzgerald Davis and Associates 1994 - 1998
John Nuveen and Co 1986 - 1990
Skills
Derivatives, Investments, Capital Markets, Bonds, Fixed Income, Alternative Investments, Series 7, Series 63, Portfolio Management, Asset Allocation, Securities, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1986
MBA Coursework
Boston College 1979 — 1983
Bachelor of Science, Biology
Loyola Academy 1975 — 1979
Broc Richardson's J.P. Morgan Experience January 1999 - April 2005
Job Chief Financial Officer, Apex Energy LLC
Industry Oil & Energy
Experience
Delta Petroleum May 2005 - July 2012
JP Morgan January 1999 - April 2005
Chase Securities Inc. 1999 - 2000
Bank of America 1998 - 1999
Skills
Due Diligence, Mergers & Acquisitions, Financial Modeling, Energy, Financial Analysis, Valuation, Petroleum, Strategic Planning, Risk Management, Contract Negotiation, Natural Gas, Budgets, Business Strategy, Financial Reporting, Forecasting, Analysis, New Business Development, Start-ups, Corporate Finance, Capital Markets, Strategy, Mergers, Investment Banking, Business Planning, Private Equity, Management, Data Analysis, Change Management, Team Leadership, Microsoft Office, Asset Managment
Education
Brigham Young University 1996 — 1998
BA, Economics
Delta Petroleum May 2005 - July 2012
JP Morgan January 1999 - April 2005
Chase Securities Inc. 1999 - 2000
Bank of America 1998 - 1999
Skills
Due Diligence, Mergers & Acquisitions, Financial Modeling, Energy, Financial Analysis, Valuation, Petroleum, Strategic Planning, Risk Management, Contract Negotiation, Natural Gas, Budgets, Business Strategy, Financial Reporting, Forecasting, Analysis, New Business Development, Start-ups, Corporate Finance, Capital Markets, Strategy, Mergers, Investment Banking, Business Planning, Private Equity, Management, Data Analysis, Change Management, Team Leadership, Microsoft Office, Asset Managment
Education
Brigham Young University 1996 — 1998
BA, Economics
Noelle (Brogi) Grainger's J.P. Morgan Experience 2014 - Present
Job Head of Global Equity Research
Industry Investment Banking
Experience
J.P. Morgan 2014 - Present
J.P. Morgan 2012 - 2014
J.P. Morgan 2011 - 2012
J.P. Morgan 2010 - 2011
JPMorgan 2006 - 2010
JP Morgan 1999 - 2005
JPMorgan 1993 - 1999
Skills
Series 7, Equities, Equity Research, Capital Markets, Hedge Funds, Investment Banking, Apparel
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
B.S., Marketing; International Studies
Kent School 1987 — 1989
Pascack Hills HS 1985 — 1987
J.P. Morgan 2014 - Present
J.P. Morgan 2012 - 2014
J.P. Morgan 2011 - 2012
J.P. Morgan 2010 - 2011
JPMorgan 2006 - 2010
JP Morgan 1999 - 2005
JPMorgan 1993 - 1999
Skills
Series 7, Equities, Equity Research, Capital Markets, Hedge Funds, Investment Banking, Apparel
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
B.S., Marketing; International Studies
Kent School 1987 — 1989
Pascack Hills HS 1985 — 1987
Kristine Augenthaler's J.P. Morgan Experience July 1998 - June 1999
Job
Industry Financial Services
Experience
Tommy Hilfiger 2013 - May 2015
Polo Ralph Lauren March 2000 - July 2005
JP Morgan July 1998 - June 1999
Ralph Lauren Footwear 1990 - 1996
Education
Harvard Business School 1996 — 1998
MBA
Boston College
Tommy Hilfiger 2013 - May 2015
Polo Ralph Lauren March 2000 - July 2005
JP Morgan July 1998 - June 1999
Ralph Lauren Footwear 1990 - 1996
Education
Harvard Business School 1996 — 1998
MBA
Boston College
Hong (Harry) Zhang's J.P. Morgan Experience June 2008 - April 2009
Job Seasoned Manager in Market and Quantitative Risk Management and Valuation Control
Industry Financial Services
Experience
RBC Capital Markets 2010 - Present
JP Morgan June 2008 - April 2009
Bear Stearns May 2002 - June 2008
Bank of New York June 1997 - May 2002
Skills
Market Risk Management, Quantitative Risk, Valuation Control, VAR, Risk Mitigation and..., Stress Analysis, PnL Attribution, Interest Rate..., FX Derivatives, Credit Derivatives, Equity Derivatives, Fixed Income, Equities, HY and IG Bonds and..., Commodity, Risk Management, Risk Analytics, High Yield Bonds, Enterprise Risk..., Derivatives, Market Risk
Education
Boston College
PhD, Physics
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
RBC Capital Markets 2010 - Present
JP Morgan June 2008 - April 2009
Bear Stearns May 2002 - June 2008
Bank of New York June 1997 - May 2002
Skills
Market Risk Management, Quantitative Risk, Valuation Control, VAR, Risk Mitigation and..., Stress Analysis, PnL Attribution, Interest Rate..., FX Derivatives, Credit Derivatives, Equity Derivatives, Fixed Income, Equities, HY and IG Bonds and..., Commodity, Risk Management, Risk Analytics, High Yield Bonds, Enterprise Risk..., Derivatives, Market Risk
Education
Boston College
PhD, Physics
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
Dina Santoro's J.P. Morgan Experience July 1995 - November 2003
Job Managing Director at Quantitative Management Associates
Industry Financial Services
Experience
Quantitative Management Associates January 2004 - Present
Jennison Associates January 2004 - December 2008
JP Morgan July 1995 - November 2003
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Boston College 1991 — 1995
BS, Marketing
Quantitative Management Associates January 2004 - Present
Jennison Associates January 2004 - December 2008
JP Morgan July 1995 - November 2003
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Boston College 1991 — 1995
BS, Marketing
Pat Bonan's J.P. Morgan Experience 1979 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Erik Schietinger's J.P. Morgan Experience July 1996 - February 2000
Job Principal at TCS Technological Cinevideo Services
Industry Motion Pictures and Film
Experience
TCS - Technological Cinevideo Services March 2000 - Present
JP Morgan July 1996 - February 2000
Education
Boston College 1992 — 1996
Bachelor of Science, Finance
TCS - Technological Cinevideo Services March 2000 - Present
JP Morgan July 1996 - February 2000
Education
Boston College 1992 — 1996
Bachelor of Science, Finance
Tim O'Regan's J.P. Morgan Experience January 2000 - May 2000
Job Director, Public Affairs at TMobile USA
Industry Telecommunications
Experience
T-Mobile USA October 2011 - Present
Tim O'Regan Communication Strategies April 2009 - October 2011
Cyren Call Communications December 2006 - March 2009
Sprint Nextel October 2003 - December 2006
Amlev Dershowitz Communications April 2002 - October 2003
Freei Networks June 2000 - October 2000
JP Morgan January 2000 - May 2000
KWR International June 1999 - September 1999
U.S. Peace Corps and Municipality of Paihuano September 1995 - November 1997
Office of Congressman Edward J. Markey September 1992 - August 1995
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Master of International Affairs, Economics and Finance
Boston College 1987 — 1991
Bachelor of Arts, History
T-Mobile USA October 2011 - Present
Tim O'Regan Communication Strategies April 2009 - October 2011
Cyren Call Communications December 2006 - March 2009
Sprint Nextel October 2003 - December 2006
Amlev Dershowitz Communications April 2002 - October 2003
Freei Networks June 2000 - October 2000
JP Morgan January 2000 - May 2000
KWR International June 1999 - September 1999
U.S. Peace Corps and Municipality of Paihuano September 1995 - November 1997
Office of Congressman Edward J. Markey September 1992 - August 1995
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Master of International Affairs, Economics and Finance
Boston College 1987 — 1991
Bachelor of Arts, History
John Veit, CFA's J.P. Morgan Experience July 2005 - June 2008
Job Vice President, Global Wealth Investment Management and Guidance at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch February 2012 - Present
Merrill Lynch August 2010 - January 2012
State Street Global Advisors May 2009 - August 2009
JP Morgan July 2005 - June 2008
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Investments, Financial Analysis
Boston University 2001 — 2005
BSBA, Finance
Merrill Lynch February 2012 - Present
Merrill Lynch August 2010 - January 2012
State Street Global Advisors May 2009 - August 2009
JP Morgan July 2005 - June 2008
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Investments, Financial Analysis
Boston University 2001 — 2005
BSBA, Finance
Michael O'Mealey's J.P. Morgan Experience January 2011 - Present
Job at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2011 - Present
State Street Bank May 2008 - December 2010
JPMorgan 2006 - 2008
Interactive Data Corporation 1996 - 1997
Skills
Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
MBA, Finance
Providence College 1985 — 1989
BS, Finance
Algonquin High School
JP Morgan January 2011 - Present
State Street Bank May 2008 - December 2010
JPMorgan 2006 - 2008
Interactive Data Corporation 1996 - 1997
Skills
Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
MBA, Finance
Providence College 1985 — 1989
BS, Finance
Algonquin High School
Baron Silverstein's J.P. Morgan Experience June 2008 - December 2008
Job Managing Director at Bank of America Securities
Industry Investment Banking
Experience
Banc of America Securities January 2009 - Present
Merrill Lynch December 2008 - December 2008
JP Morgan June 2008 - December 2008
Bear Stearns August 1989 - May 2008
Education
Boston University 1985 — 1989
Banc of America Securities January 2009 - Present
Merrill Lynch December 2008 - December 2008
JP Morgan June 2008 - December 2008
Bear Stearns August 1989 - May 2008
Education
Boston University 1985 — 1989
Mitch Germain's J.P. Morgan Experience 1997 - 1999
Job Managing Director at JMP Securities
Industry Real Estate
Experience
JMP Securities July 2009 - Present
Bank of America 2006 - Present
RBC Capital Markets 2005 - 2006
UBS 2004 - 2006
SunDance Advisers 1999 - 2004
JP Morgan 1997 - 1999
ING Clarion 1995 - 1997
Education
Boston University 1990 — 1994
BS, Accounting
JMP Securities July 2009 - Present
Bank of America 2006 - Present
RBC Capital Markets 2005 - 2006
UBS 2004 - 2006
SunDance Advisers 1999 - 2004
JP Morgan 1997 - 1999
ING Clarion 1995 - 1997
Education
Boston University 1990 — 1994
BS, Accounting
Tina Chuang's J.P. Morgan Experience 2001 - 2004
Job SVP at Lincoln Vale
Industry Financial Services
Experience
Lincoln Vale August 2009 - March 2010
Pequot Capital July 2007 - July 2009
RBS Greenwich Capital July 2005 - December 2006
JPMorgan Chase 2003 - 2005
JP Morgan 2001 - 2004
Morgan Stanley 1995 - 2002
Dean Witter 1993 - 1994
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Accounting
Lincoln Vale August 2009 - March 2010
Pequot Capital July 2007 - July 2009
RBS Greenwich Capital July 2005 - December 2006
JPMorgan Chase 2003 - 2005
JP Morgan 2001 - 2004
Morgan Stanley 1995 - 2002
Dean Witter 1993 - 1994
Education
Boston University Questrom School of Business 1989 — 1993
BSBA, Accounting
Christopher M. Mashia, CFA's J.P. Morgan Experience 2001 - 2008
Job Senior Equity Research Analyst at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds March 2015 - Present
Calamos Investments July 2013 - March 2015
Artio Global Investors August 2008 - June 2013
JP Morgan 2001 - 2008
Skills
Fixed Income, Investment Management, Equities, Mutual Funds, Series 63, Portfolio Management, Securities, Bloomberg, Investments, Asset Managment, Capital Markets, Equity Research, Hedge Funds, Series 7, Derivatives, Financial Modeling, Valuation, Asset Allocation, Equity Valuation, Investment Strategies
Education
Boston College - Carroll School of Management 1997 — 2001
Business Administration, Finance
OppenheimerFunds March 2015 - Present
Calamos Investments July 2013 - March 2015
Artio Global Investors August 2008 - June 2013
JP Morgan 2001 - 2008
Skills
Fixed Income, Investment Management, Equities, Mutual Funds, Series 63, Portfolio Management, Securities, Bloomberg, Investments, Asset Managment, Capital Markets, Equity Research, Hedge Funds, Series 7, Derivatives, Financial Modeling, Valuation, Asset Allocation, Equity Valuation, Investment Strategies
Education
Boston College - Carroll School of Management 1997 — 2001
Business Administration, Finance
James Dougherty's J.P. Morgan Experience 1986 - 2002
Job Managing Director at Bayview Asset Management, LLC
Industry Financial Services
Experience
Bayview Asset Management, LLC January 2015 - Present
Bayview Advisory Services, LLC January 2010 - Present
NewOak Capital, LLC August 2008 - January 2010
PB Capital May 2004 - May 2008
HSH Nordbank March 2003 - May 2004
JP Morgan 1986 - 2002
Skills
Fixed Income Portfolio..., Structured Products, Investment Advisory, Investment Management, Capital Markets, Manage Client..., Client Presentation, Valuation, Loans, Residential Mortgages, Commercial Mortgages, Risk Assessment, Portfolio Management, Asset Management, Mergers & Acquisitions, Investments, Structured Finance, Credit, MBS, Financial Risk, Mergers, Fixed Income, Due Diligence, Financial Structuring, Risk Management, Financial Services, Hedge Funds, Securitization, Analytics, Mortgage Lending, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance
Boston College 1982 — 1986
BS, Finance
Bayview Asset Management, LLC January 2015 - Present
Bayview Advisory Services, LLC January 2010 - Present
NewOak Capital, LLC August 2008 - January 2010
PB Capital May 2004 - May 2008
HSH Nordbank March 2003 - May 2004
JP Morgan 1986 - 2002
Skills
Fixed Income Portfolio..., Structured Products, Investment Advisory, Investment Management, Capital Markets, Manage Client..., Client Presentation, Valuation, Loans, Residential Mortgages, Commercial Mortgages, Risk Assessment, Portfolio Management, Asset Management, Mergers & Acquisitions, Investments, Structured Finance, Credit, MBS, Financial Risk, Mergers, Fixed Income, Due Diligence, Financial Structuring, Risk Management, Financial Services, Hedge Funds, Securitization, Analytics, Mortgage Lending, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance
Boston College 1982 — 1986
BS, Finance
Francesca Fulchignoni's J.P. Morgan Experience June 2012 - July 2012
Job Litigation Analyst at Sullivan & Cromwell LLP
Industry Law Practice
Experience
Sullivan & Cromwell LLP November 2013 - Present
Sullivan & Cromwell LLP November 2012 - November 2013
Cravath, Swaine & Moore LLP July 2012 - November 2012
JP Morgan June 2012 - July 2012
Sullivan & Cromwell June 2011 - June 2012
Fitzpatrick, Cella December 2010 - May 2011
Robert Kaplan November 2010 - December 2010
Cadwalader, Wickersham & Taft LLP October 2010 - November 2010
Deloitte DRS September 2010 - October 2010
United States District Court, Central District of California September 2009 - January 2010
Education
Boston University School of Law 2006 — 2007
LLM, American Law - International Business
Boston University School of Law 2006 — 2007
LL.M, American Law; International Business Practice
University of Paris 1 Pantheon-Sorbonne
Masters Degree, International Economic Law; Economic Law
University of Paris I: Panthéon-Sorbonne
Masters, International Economic Law
Université Paris Dauphine 2003 — 2005
BS, Management
Exeter University
Bachelors Degree, Business Management; international management; European business law
Paris-Dauphine
Bachelor of Laws (equivalent to J.D, International Law and Business Law
University of Paris I: Panthéon-Sorbonne
Bachelor of Laws (equivalent to J.D.), Law
Cornell Law School, Summer Institute
International and Comparative Law, 2003
Sullivan & Cromwell LLP November 2013 - Present
Sullivan & Cromwell LLP November 2012 - November 2013
Cravath, Swaine & Moore LLP July 2012 - November 2012
JP Morgan June 2012 - July 2012
Sullivan & Cromwell June 2011 - June 2012
Fitzpatrick, Cella December 2010 - May 2011
Robert Kaplan November 2010 - December 2010
Cadwalader, Wickersham & Taft LLP October 2010 - November 2010
Deloitte DRS September 2010 - October 2010
United States District Court, Central District of California September 2009 - January 2010
Education
Boston University School of Law 2006 — 2007
LLM, American Law - International Business
Boston University School of Law 2006 — 2007
LL.M, American Law; International Business Practice
University of Paris 1 Pantheon-Sorbonne
Masters Degree, International Economic Law; Economic Law
University of Paris I: Panthéon-Sorbonne
Masters, International Economic Law
Université Paris Dauphine 2003 — 2005
BS, Management
Exeter University
Bachelors Degree, Business Management; international management; European business law
Paris-Dauphine
Bachelor of Laws (equivalent to J.D, International Law and Business Law
University of Paris I: Panthéon-Sorbonne
Bachelor of Laws (equivalent to J.D.), Law
Cornell Law School, Summer Institute
International and Comparative Law, 2003
David Hwang's J.P. Morgan Experience November 2010 - September 2011
Job Network Engineering Manager at Oppenheimer & Co. Inc.
Industry Information Technology and Services
Experience
Oppenheimer & Co. Inc. June 2015 - Present
Oppenheimer & Co. Inc. July 2013 - June 2015
Chilton Hospital September 2011 - July 2013
JP Morgan November 2010 - September 2011
Heavy Water Ltd. January 2007 - June 2010
Intefaith Medical Center January 2007 - June 2010
American Home Mortgage October 2005 - December 2006
Litigation Logic February 2005 - October 2005
Skills
Disaster Recovery, Data Center, VPN, Cisco Technologies, VMware, Cisco IOS, IP, DNS, Active Directory, Managed Services, Network Security, Security, Hardware, Switches, Routing, Firewalls, Routers, Network Architecture, WAN
Education
Briarcliffe College 2002 — 2004
AOS: Networking and Computer Technologies, Networking and Computer Technologies
Oppenheimer & Co. Inc. June 2015 - Present
Oppenheimer & Co. Inc. July 2013 - June 2015
Chilton Hospital September 2011 - July 2013
JP Morgan November 2010 - September 2011
Heavy Water Ltd. January 2007 - June 2010
Intefaith Medical Center January 2007 - June 2010
American Home Mortgage October 2005 - December 2006
Litigation Logic February 2005 - October 2005
Skills
Disaster Recovery, Data Center, VPN, Cisco Technologies, VMware, Cisco IOS, IP, DNS, Active Directory, Managed Services, Network Security, Security, Hardware, Switches, Routing, Firewalls, Routers, Network Architecture, WAN
Education
Briarcliffe College 2002 — 2004
AOS: Networking and Computer Technologies, Networking and Computer Technologies
Walter Fitzsimmons's J.P. Morgan Experience November 1987 - February 1998
Job Chief Financial Officer
Industry Commercial Real Estate
Experience
JC Resorts LLC February 2009 - Present
Mercury Companies, Inc. January 2005 - July 2008
PCG, Inc April 1998 - April 2003
JP Morgan November 1987 - February 1998
Price Waterhouse September 1979 - November 1987
Education
Columbia University - Columbia Business School 1988 — 1990
MBA
Boston College 1975 — 1979
BS, Business Administration
JC Resorts LLC February 2009 - Present
Mercury Companies, Inc. January 2005 - July 2008
PCG, Inc April 1998 - April 2003
JP Morgan November 1987 - February 1998
Price Waterhouse September 1979 - November 1987
Education
Columbia University - Columbia Business School 1988 — 1990
MBA
Boston College 1975 — 1979
BS, Business Administration
William N. Cinnamond's J.P. Morgan Experience 1989 - 2001
Job Managing Member at Summit Realty Advisors, LLC
Industry Real Estate
Experience
Summit Realty Advisors, LLC January 2005 - Present
Lexington Realty Trust September 2001 - December 2004
JP Morgan Investment Management 1989 - 2001
JP Morgan 1989 - 2001
J.P. Morgan 1989 - 2001
Skills
Real Estate Economics, CMBS, Private Equity, Property Management, Financial Modeling, Structured Finance, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1970 — 1972
MBA, Marketing
Boston University - School of Management 1966 — 1970
BS
Summit Realty Advisors, LLC January 2005 - Present
Lexington Realty Trust September 2001 - December 2004
JP Morgan Investment Management 1989 - 2001
JP Morgan 1989 - 2001
J.P. Morgan 1989 - 2001
Skills
Real Estate Economics, CMBS, Private Equity, Property Management, Financial Modeling, Structured Finance, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1970 — 1972
MBA, Marketing
Boston University - School of Management 1966 — 1970
BS
louis friedman's J.P. Morgan Experience 1986 - 2003
Job Director at Standard Bank
Industry Banking
Experience
Standard Bank May 2003 - Present
JP Morgan 1986 - 2003
Skills
FX Options, Capital Markets, Fixed Income, Derivatives, Financial Markets, Equities, Investment Banking, Hedge Funds, Trading Systems, Trading, Structured Products, Emerging Markets, Bloomberg, Options, Electronic Trading, Hedging, Foreign Exchange, Interest Rate..., Currency
Education
Brandeis University
bachelor of arts, economics
Standard Bank May 2003 - Present
JP Morgan 1986 - 2003
Skills
FX Options, Capital Markets, Fixed Income, Derivatives, Financial Markets, Equities, Investment Banking, Hedge Funds, Trading Systems, Trading, Structured Products, Emerging Markets, Bloomberg, Options, Electronic Trading, Hedging, Foreign Exchange, Interest Rate..., Currency
Education
Brandeis University
bachelor of arts, economics
Nicole Rossi's J.P. Morgan Experience 2006 - 2008
Job Vice President, Program Development at SIFMA
Industry Financial Services
Experience
SIFMA 2013 - Present
SIFMA April 2012 - January 2013
Tribal Societé January 2009 - January 2013
Morgan Stanley April 2010 - November 2011
JP Morgan 2006 - 2008
Brand ICG 2002 - 2007
Skills
Capital Markets, Investment Banking, Business Development, Fixed Income, Financial Modeling, Fashion, Equities, Valuation
Education
New York University 2005 — 2007
MBA, Finance
Boston College 1997 — 2001
BS, Marketing
HKUST Business School
SIFMA 2013 - Present
SIFMA April 2012 - January 2013
Tribal Societé January 2009 - January 2013
Morgan Stanley April 2010 - November 2011
JP Morgan 2006 - 2008
Brand ICG 2002 - 2007
Skills
Capital Markets, Investment Banking, Business Development, Fixed Income, Financial Modeling, Fashion, Equities, Valuation
Education
New York University 2005 — 2007
MBA, Finance
Boston College 1997 — 2001
BS, Marketing
HKUST Business School
Nozomi Watanabe's J.P. Morgan Experience March 2011 - December 2011
Job Senior Auditor at Deloitte
Industry Accounting
Experience
Deloitte September 2012 - Present
The Church of Jesus Christ of Latter-day Saints January 2012 - August 2012
JP Morgan March 2011 - December 2011
Skills
Financial Analysis, Bloomberg, Corporate Finance, Microsoft Excel, ThomsonOne
Education
Brigham Young University - Hawaii 2009 — 2012
Bachelor of Science (BS), Accounting
Deloitte September 2012 - Present
The Church of Jesus Christ of Latter-day Saints January 2012 - August 2012
JP Morgan March 2011 - December 2011
Skills
Financial Analysis, Bloomberg, Corporate Finance, Microsoft Excel, ThomsonOne
Education
Brigham Young University - Hawaii 2009 — 2012
Bachelor of Science (BS), Accounting
David A. (Tony) Price's J.P. Morgan Experience 2006 - Present
Job Global Technology at JP Morgan
Industry Financial Services
Experience
JP Morgan 2006 - Present
Skills
Integrated Marketing, Financial Services
Education
Boston University
The George Washington University
JP Morgan 2006 - Present
Skills
Integrated Marketing, Financial Services
Education
Boston University
The George Washington University
Tim Genirs's J.P. Morgan Experience 1987 - 1994
Job MD at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 1996 - Present
Lehman Brothers September 1996 - Present
JP Morgan 1987 - 1994
Education
Boston College
B.A., Computer Science
N.Y.U. Stern School of Business
Finance
Barclays Capital September 1996 - Present
Lehman Brothers September 1996 - Present
JP Morgan 1987 - 1994
Education
Boston College
B.A., Computer Science
N.Y.U. Stern School of Business
Finance
Rich Whalen's J.P. Morgan Experience April 2009 - Present
Job Managing Director JPMorgan
Industry Investment Banking
Experience
JP Morgan April 2009 - Present
Skills
Bloomberg, Fixed Income, Securities
Education
Boston College
JP Morgan April 2009 - Present
Skills
Bloomberg, Fixed Income, Securities
Education
Boston College
Jennifer Kommatas's J.P. Morgan Experience July 2007 - February 2011
Job Associate at JP Morgan
Industry Financial Services
Experience
JP Morgan July 2007 - February 2011
Morgan Stanley May 2006 - May 2007
Deutsche Bank October 2003 - May 2006
Goldman Sachs May 2000 - October 2003
Skills
Cash Management, Prime Brokerage, Equities, Trading, Equity Derivatives, Financial Services, Fixed Income, Series 7, Funding, Bloomberg, Middle Office, Securities, Hedge Funds, Derivatives
Education
Boston University 1996 — 2000
Bachelor of Science, Broadcast Journalism
Iolani School 1990 — 1996
JP Morgan July 2007 - February 2011
Morgan Stanley May 2006 - May 2007
Deutsche Bank October 2003 - May 2006
Goldman Sachs May 2000 - October 2003
Skills
Cash Management, Prime Brokerage, Equities, Trading, Equity Derivatives, Financial Services, Fixed Income, Series 7, Funding, Bloomberg, Middle Office, Securities, Hedge Funds, Derivatives
Education
Boston University 1996 — 2000
Bachelor of Science, Broadcast Journalism
Iolani School 1990 — 1996
Jon Snelling's J.P. Morgan Experience June 2014 - Present
Job Executive Director: Senior Audit Manager Audit Practices at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - Present
JP Morgan July 2005 - May 2013
JP Morgan August 2003 - July 2005
JP Morgan May 1995 - August 2003
The Chase Manhattan Bank December 1994 - May 1995
Skills
FX Options, Derivatives, Fixed Income, Settlement, Auditing, Operations Management, Foreign Exchange, Back Office
Education
Bournemouth University
Business Studies
Highcliffe Grammar School
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - Present
JP Morgan July 2005 - May 2013
JP Morgan August 2003 - July 2005
JP Morgan May 1995 - August 2003
The Chase Manhattan Bank December 1994 - May 1995
Skills
FX Options, Derivatives, Fixed Income, Settlement, Auditing, Operations Management, Foreign Exchange, Back Office
Education
Bournemouth University
Business Studies
Highcliffe Grammar School
Brian McGough's J.P. Morgan Experience 1996 - 2003
Job Managing Director U.S. Bank Capital Markets
Industry Financial Services
Experience
US Bank January 2011 - Present
BMO Capital Markets 2008 - 2010
JP Morgan 1996 - 2003
Katten Muchin Rosenman LLP 1990 - 1996
Skills
Investment Banking, Capital Markets, Bonds, Mergers & Acquisitions, Securities, Fixed Income, Structured Finance, Financial Advisory, Trading, Valuation, Derivatives, Securities Regulation, Investments, Interest Rate..., Hedge Funds, Corporate Finance, Financial Structuring, Acquisitions, Healthcare Consulting, Series 7, Equities, Sports Law, sports financings, Healthcare Analytics, Tax Law, Debt, Securities Law, Securities Offerings, Mergers, muni securities, Private Equity, Joint Ventures, Healthcare Management
Education
College of Law Northern Illinois Univ 1987 — 1990
Juris Doctorate, Law
Bradley University 1982 — 1986
BS
US Bank January 2011 - Present
BMO Capital Markets 2008 - 2010
JP Morgan 1996 - 2003
Katten Muchin Rosenman LLP 1990 - 1996
Skills
Investment Banking, Capital Markets, Bonds, Mergers & Acquisitions, Securities, Fixed Income, Structured Finance, Financial Advisory, Trading, Valuation, Derivatives, Securities Regulation, Investments, Interest Rate..., Hedge Funds, Corporate Finance, Financial Structuring, Acquisitions, Healthcare Consulting, Series 7, Equities, Sports Law, sports financings, Healthcare Analytics, Tax Law, Debt, Securities Law, Securities Offerings, Mergers, muni securities, Private Equity, Joint Ventures, Healthcare Management
Education
College of Law Northern Illinois Univ 1987 — 1990
Juris Doctorate, Law
Bradley University 1982 — 1986
BS
Katherine Finnegan's J.P. Morgan Experience May 2008 - August 2008
Job MBA Candidate at Kellogg School of Management Class of 2016
Industry Marketing and Advertising
Experience
Kellogg School of Management September 2014 - Present
Teach For America August 2012 - June 2014
Teach For America August 2012 - June 2013
JPMorgan Private Bank July 2009 - July 2012
JP Morgan May 2008 - August 2008
Skills
Strategy, Finance, Data Analysis, Bloomberg, Economics, Financial Analysis, Analytics, Microsoft Excel, Valuation, Financial Modeling, Market Research, Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bowdoin College 2005 — 2009
B.A., History, Economics
Kellogg School of Management September 2014 - Present
Teach For America August 2012 - June 2014
Teach For America August 2012 - June 2013
JPMorgan Private Bank July 2009 - July 2012
JP Morgan May 2008 - August 2008
Skills
Strategy, Finance, Data Analysis, Bloomberg, Economics, Financial Analysis, Analytics, Microsoft Excel, Valuation, Financial Modeling, Market Research, Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Bowdoin College 2005 — 2009
B.A., History, Economics
Razi Amin's J.P. Morgan Experience 1984 - 1991
Job Senior Advisor International Finance Corporation & Partner Aspen Capital Solutions LLC
Industry Capital Markets
Experience
The World Bank Group 2010 - Present
Aspen Capital Solutions LLC 2009 - Present
Mizuho Alternative Investments March 2008 - May 2009
BNP Paribas 2002 - 2008
Merrill Lynch 1996 - 2002
Credit Suisse 1991 - 1995
JP Morgan 1984 - 1991
Skills
Capital Markets, Emerging Markets, Finance, Investments, Alternative Investments, Risk Management, Structured Finance, Asset Allocation, Fixed Income, Manager Selection, Equities, Portfolio Management, Real Estate Economics, Banking, Asset Management, Investment Banking, Financial Markets, Private Equity, Bank Recapitalization, Distressed Debt, Real Estate Finance, Direct Investments, Restructuring
Education
Harvard Business School 1982 — 1984
MBA, Finance and General Management
Bowdoin College 1977 — 1979
Bachelor of Arts (BA), Economics & Mathematics
The World Bank Group 2010 - Present
Aspen Capital Solutions LLC 2009 - Present
Mizuho Alternative Investments March 2008 - May 2009
BNP Paribas 2002 - 2008
Merrill Lynch 1996 - 2002
Credit Suisse 1991 - 1995
JP Morgan 1984 - 1991
Skills
Capital Markets, Emerging Markets, Finance, Investments, Alternative Investments, Risk Management, Structured Finance, Asset Allocation, Fixed Income, Manager Selection, Equities, Portfolio Management, Real Estate Economics, Banking, Asset Management, Investment Banking, Financial Markets, Private Equity, Bank Recapitalization, Distressed Debt, Real Estate Finance, Direct Investments, Restructuring
Education
Harvard Business School 1982 — 1984
MBA, Finance and General Management
Bowdoin College 1977 — 1979
Bachelor of Arts (BA), Economics & Mathematics
Thomas Perugini's J.P. Morgan Experience April 2006 - November 2012
Job VP, Sr. Director of Fund Administration at State Street
Industry Financial Services
Experience
State Street November 2012 - Present
JP Morgan April 2006 - November 2012
State Street September 1995 - April 2006
Deloitte & Touche September 1991 - March 1993
Skills
Operations Management, Accounting, Finance, Business Relationship..., Project Management, Strategic Influence, Fund Administration, Alternative Investments, Asset Management, Banking, Client Services, Equities, Financial Analysis, Financial Reporting, Financial Services, Fixed Income, Global Custody, Hedge Funds, Investments, Management, Mutual Funds, Relationship Management, Risk Management, Securities, Strategy, Portfolio Management
Education
Boston College 1993 — 1995
MBA, Finance and International Mngt.
University of Hartford 1987 — 1991
BSBA, Accounting
State Street November 2012 - Present
JP Morgan April 2006 - November 2012
State Street September 1995 - April 2006
Deloitte & Touche September 1991 - March 1993
Skills
Operations Management, Accounting, Finance, Business Relationship..., Project Management, Strategic Influence, Fund Administration, Alternative Investments, Asset Management, Banking, Client Services, Equities, Financial Analysis, Financial Reporting, Financial Services, Fixed Income, Global Custody, Hedge Funds, Investments, Management, Mutual Funds, Relationship Management, Risk Management, Securities, Strategy, Portfolio Management
Education
Boston College 1993 — 1995
MBA, Finance and International Mngt.
University of Hartford 1987 — 1991
BSBA, Accounting
Ellen Miano's J.P. Morgan Experience 1997 - 2001
Job
Industry Financial Services
Experience
JPMorgan 2001 - Present
JP Morgan 1997 - 2001
Eaton Vance 1989 - 1997
Skills
Risk Management, Internal Controls, Financial Services, Mutual Funds, Procedures Documentation, Project Management, Transfer Agency, Training, Presentations, Leadership, Team Building, Problem Solving, Management, Customer Service
Education
Boston University - School of Management 1992 — 1995
Masters, MBA
Mount Holyoke College 1984 — 1988
Bachelors, Politics
JPMorgan 2001 - Present
JP Morgan 1997 - 2001
Eaton Vance 1989 - 1997
Skills
Risk Management, Internal Controls, Financial Services, Mutual Funds, Procedures Documentation, Project Management, Transfer Agency, Training, Presentations, Leadership, Team Building, Problem Solving, Management, Customer Service
Education
Boston University - School of Management 1992 — 1995
Masters, MBA
Mount Holyoke College 1984 — 1988
Bachelors, Politics
Bill Schachat's J.P. Morgan Experience June 2011 - Present
Job Executive Director, Credit Risk & Underwriting Director Commercial Real Estate Banking at JP Morgan
Industry Banking
Experience
JP Morgan June 2011 - Present
Emigrant Real Estate Finance August 2008 - June 2011
Citigroup Global Markets July 1986 - December 2007
Artesia Mortgage Capital Corp. February 2003 - May 2004
Merrill Lynch December 2001 - January 2003
Deutsche Banc Mortgage Capital 2000 - 2001
Skills
Loans, Loan Origination, Underwriting, Credit, Real Estate, CMBS, Credit Analysis, Portfolio Management, Asset Managment, Mortgage Lending, Capital Markets, Construction Loans, Financial Modeling, Investments, Commercial Mortgages, Financial Analysis, Commercial Lending, Due Diligence, Banking, Real Estate Economics, Structured Finance, Financial Structuring, Asset Management, Syndications, Valuation, Real Estate Financing, Investment Banking, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1983
MBA, Finance
Brandeis University 1977 — 1980
BA, Economics, Philosophy
JP Morgan June 2011 - Present
Emigrant Real Estate Finance August 2008 - June 2011
Citigroup Global Markets July 1986 - December 2007
Artesia Mortgage Capital Corp. February 2003 - May 2004
Merrill Lynch December 2001 - January 2003
Deutsche Banc Mortgage Capital 2000 - 2001
Skills
Loans, Loan Origination, Underwriting, Credit, Real Estate, CMBS, Credit Analysis, Portfolio Management, Asset Managment, Mortgage Lending, Capital Markets, Construction Loans, Financial Modeling, Investments, Commercial Mortgages, Financial Analysis, Commercial Lending, Due Diligence, Banking, Real Estate Economics, Structured Finance, Financial Structuring, Asset Management, Syndications, Valuation, Real Estate Financing, Investment Banking, Securitization
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1983
MBA, Finance
Brandeis University 1977 — 1980
BA, Economics, Philosophy
Laura Broccolo's J.P. Morgan Experience July 2012 - November 2013
Job On Campus Recruiter at Deutsche Bank
Industry Human Resources
Experience
Deutsche Bank November 2013 - Present
J.P. Morgan July 2012 - November 2013
JP Morgan April 2010 - July 2012
Barclays Capital October 2009 - April 2010
NBC January 2009 - May 2009
Village of Northbrook 2003 - 2009
Brave New World January 2008 - May 2008
Skills
Recruiting, Interviews, Management, Analysis, Career Development, Finance, Corporate Communications, Internal Communications, Screening, Project Planning, Talent Management, Human Resources, Event Planning
Education
Villanova University 2005 — 2009
Bachelor of Arts, Communication, Media Studies, English
Boston University
Internship Program, Advertising and Public Relations
Deutsche Bank November 2013 - Present
J.P. Morgan July 2012 - November 2013
JP Morgan April 2010 - July 2012
Barclays Capital October 2009 - April 2010
NBC January 2009 - May 2009
Village of Northbrook 2003 - 2009
Brave New World January 2008 - May 2008
Skills
Recruiting, Interviews, Management, Analysis, Career Development, Finance, Corporate Communications, Internal Communications, Screening, Project Planning, Talent Management, Human Resources, Event Planning
Education
Villanova University 2005 — 2009
Bachelor of Arts, Communication, Media Studies, English
Boston University
Internship Program, Advertising and Public Relations
dennis pease's J.P. Morgan Experience July 1976 - November 1993
Job
Industry Financial Services
Experience
Wachovia Securities, LLC SVPJP MorganJuly 1976 - May 1994
JP Morgan July 1976 - November 1993
Education
Boston College 1967 — 1971
bs, Math and Economics
Wachovia Securities, LLC SVPJP MorganJuly 1976 - May 1994
JP Morgan July 1976 - November 1993
Education
Boston College 1967 — 1971
bs, Math and Economics
Kellee Birnstiel's J.P. Morgan Experience September 1997 - March 1999
Job Business Professor
Industry Education Management
Experience
Eastern Nazarene College August 2011 - Present
Archetype Consulting March 2007 - January 2012
Eastern Nazarene College September 2009 - May 2010
State Street February 2004 - September 2005
State Street April 1999 - December 2004
JP Morgan September 1997 - March 1999
State Street September 1989 - August 1997
Skills
Project Management, Change Management, Microsoft Office, Strategic Planning, Microsoft Excel, Business Analysis, Management, Employee Benefits, Forecasting, ADP Payroll, Process Improvement, QuickBooks, PowerPoint, Program Management, Analysis
Education
University of Liverpool 2013 — 2018
Doctor of Business Administration (DBA)
Boston University Questrom School of Business 2008 — 2010
MS, Banking and Finl Svcs Mgmt
Eastern Nazarene College 1988 — 1994
BS, Computer Information Systems
Eastern Nazarene College 1988 — 1993
BA, Business Admin/Accounting
Eastern Nazarene College August 2011 - Present
Archetype Consulting March 2007 - January 2012
Eastern Nazarene College September 2009 - May 2010
State Street February 2004 - September 2005
State Street April 1999 - December 2004
JP Morgan September 1997 - March 1999
State Street September 1989 - August 1997
Skills
Project Management, Change Management, Microsoft Office, Strategic Planning, Microsoft Excel, Business Analysis, Management, Employee Benefits, Forecasting, ADP Payroll, Process Improvement, QuickBooks, PowerPoint, Program Management, Analysis
Education
University of Liverpool 2013 — 2018
Doctor of Business Administration (DBA)
Boston University Questrom School of Business 2008 — 2010
MS, Banking and Finl Svcs Mgmt
Eastern Nazarene College 1988 — 1994
BS, Computer Information Systems
Eastern Nazarene College 1988 — 1993
BA, Business Admin/Accounting
Jaclyn Caragian's J.P. Morgan Experience June 2010 - August 2010
Job Operations and Logistics Manager at Uber
Industry Internet
Experience
Uber August 2015 - Present
Citi November 2013 - August 2015
Citi July 2011 - November 2013
JP Morgan June 2010 - August 2010
Skills
Analysis, Bloomberg, Business Analysis, Capital Markets, Corporate Finance, Data Analysis, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Microsoft Office, Portfolio Management, Relationship Management, Securities, Series 7
Education
Boston College 2007 — 2011
Bachelor of Science, Finance and Marketing
Mater Dei Highschool 2003 — 2007
Uber August 2015 - Present
Citi November 2013 - August 2015
Citi July 2011 - November 2013
JP Morgan June 2010 - August 2010
Skills
Analysis, Bloomberg, Business Analysis, Capital Markets, Corporate Finance, Data Analysis, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Microsoft Office, Portfolio Management, Relationship Management, Securities, Series 7
Education
Boston College 2007 — 2011
Bachelor of Science, Finance and Marketing
Mater Dei Highschool 2003 — 2007
Jenna (Bongiovanni) Feldman, PMP, CAMS's J.P. Morgan Experience September 2012 - Present
Job Vice President Corporate AML Compliance at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2012 - Present
JP Morgan August 2010 - September 2012
J.P. Morgan July 2008 - August 2010
UBS June 2007 - August 2007
Skills
Project Management, Product Management, Strategic Planning, Communication, Interest Rate..., Finance, Product Development, Program Management
Education
Boston College 2004 — 2008
B.S., Finance; Management and Leadership
J.P. Morgan September 2012 - Present
JP Morgan August 2010 - September 2012
J.P. Morgan July 2008 - August 2010
UBS June 2007 - August 2007
Skills
Project Management, Product Management, Strategic Planning, Communication, Interest Rate..., Finance, Product Development, Program Management
Education
Boston College 2004 — 2008
B.S., Finance; Management and Leadership
Lou Talarico's J.P. Morgan Experience August 1999 - September 2006
Job Energy Industry
Industry Oil & Energy
Experience
LCT Capital, LLC January 2009 - Present
Goldman, Sachs October 2006 - December 2008
JP Morgan August 1999 - September 2006
Education
University of Virginia Darden School of Business 1997 — 1999
MBA
Boston College 1990 — 1994
BS, Mathematics, Economics
LCT Capital, LLC January 2009 - Present
Goldman, Sachs October 2006 - December 2008
JP Morgan August 1999 - September 2006
Education
University of Virginia Darden School of Business 1997 — 1999
MBA
Boston College 1990 — 1994
BS, Mathematics, Economics
Scott Lisbon's J.P. Morgan Experience 1996 - 2002
Job Analyst at Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management April 2014 - Present
SAC Capital November 2011 - March 2014
Talpion Fund Management LP April 2010 - November 2011
Bull Path Capital Management October 2002 - April 2010
JP Morgan 1996 - 2002
Education
Boston College 1992 — 1996
Point72 Asset Management April 2014 - Present
SAC Capital November 2011 - March 2014
Talpion Fund Management LP April 2010 - November 2011
Bull Path Capital Management October 2002 - April 2010
JP Morgan 1996 - 2002
Education
Boston College 1992 — 1996
Tom Childs's J.P. Morgan Experience 2002 - Present
Job FX Corporate Sales
Industry Banking
Experience
MUFG in the Americas August 2015 - Present
JP Morgan 2002 - Present
Education
Boston College
Bachelor's degree, Finance, General
MUFG in the Americas August 2015 - Present
JP Morgan 2002 - Present
Education
Boston College
Bachelor's degree, Finance, General
Laura Watt's J.P. Morgan Experience July 1999 - April 2000
Job Vice President Product Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2007 - Present
Pershing July 2001 - April 2007
JP Morgan July 1999 - April 2000
Taylor Rafferty August 1998 - July 1999
Chase Manhattan Corporation July 1993 - August 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
BS, Finance
Fordham Gabelli School of Business
MBA
Merrill Lynch May 2007 - Present
Pershing July 2001 - April 2007
JP Morgan July 1999 - April 2000
Taylor Rafferty August 1998 - July 1999
Chase Manhattan Corporation July 1993 - August 1998
Education
Boston College - Wallace E. Carroll Graduate School of Management
BS, Finance
Fordham Gabelli School of Business
MBA
Dana Kekst's J.P. Morgan Experience September 2007 - October 2009
Job Real Estate Professional Exploring Opportunities
Industry Real Estate
Experience
JP Morgan September 2007 - October 2009
Morgan Stanley August 2005 - September 2007
Education
New York University 2008 — 2011
MS, Real Estate
Brandeis University 2001 — 2005
BA, Economics
JP Morgan September 2007 - October 2009
Morgan Stanley August 2005 - September 2007
Education
New York University 2008 — 2011
MS, Real Estate
Brandeis University 2001 — 2005
BA, Economics
Gabe Vallejo's J.P. Morgan Experience June 2006 - November 2007
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman January 2015 - Present
Orchard Square Partners January 2013 - December 2014
Ramius Capital Group January 2011 - December 2012
Ramius Capital Group November 2007 - January 2011
JP Morgan June 2006 - November 2007
Skills
Hedge Funds, Operations Management, Leveraged Lending, Risk Management, Finance, Fixed Income, FX Trading, Options, Mutual Funds, Credit Derivatives, Regulatory Compliance, Equities, Trading, Series 7, Series 63, Bloomberg, Financial Analysis, Management, Corporate Finance, Emerging Markets, Trading Systems, Financial Markets, Financial Services, Mergers & Acquisitions, Asset Management, Alternative Investments, Investments, Derivatives
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Blair Academy 1999 — 2002
Neuberger Berman January 2015 - Present
Orchard Square Partners January 2013 - December 2014
Ramius Capital Group January 2011 - December 2012
Ramius Capital Group November 2007 - January 2011
JP Morgan June 2006 - November 2007
Skills
Hedge Funds, Operations Management, Leveraged Lending, Risk Management, Finance, Fixed Income, FX Trading, Options, Mutual Funds, Credit Derivatives, Regulatory Compliance, Equities, Trading, Series 7, Series 63, Bloomberg, Financial Analysis, Management, Corporate Finance, Emerging Markets, Trading Systems, Financial Markets, Financial Services, Mergers & Acquisitions, Asset Management, Alternative Investments, Investments, Derivatives
Education
Boston University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Blair Academy 1999 — 2002
Peter Camacho's J.P. Morgan Experience February 2008 - July 2010
Job Program Manager/Senior Project Manager
Industry Information Technology and Services
Experience
Atos April 2012 - June 2013
JP Morgan Chase February 2011 - April 2012
Thomson Reuters May 2010 - December 2010
JP Morgan February 2008 - July 2010
UBS Wealth Management July 2007 - December 2007
JPMorgan Chase October 2000 - December 2006
Education
Columbia University in the City of New York 1988 — 1991
Economics
Boston College 1986 — 1987
Finance
Atos April 2012 - June 2013
JP Morgan Chase February 2011 - April 2012
Thomson Reuters May 2010 - December 2010
JP Morgan February 2008 - July 2010
UBS Wealth Management July 2007 - December 2007
JPMorgan Chase October 2000 - December 2006
Education
Columbia University in the City of New York 1988 — 1991
Economics
Boston College 1986 — 1987
Finance
Connie S Lee's J.P. Morgan Experience October 2010 - December 2010
Job AVP at Stifel Financial Corp
Industry Investment Banking
Experience
Stifel Financial Corp. June 2015 - Present
Sterne Agee October 2012 - June 2015
SGCIB June 2011 - June 2012
JP Morgan October 2010 - December 2010
The Beverly Hilton June 2007 - August 2007
Skills
VBA, MS access, Series 7, Series 63, Bloomberg, Fixed Income, Capital Markets, Derivatives
Education
Boston University Questrom School of Business 2007 — 2011
Stifel Financial Corp. June 2015 - Present
Sterne Agee October 2012 - June 2015
SGCIB June 2011 - June 2012
JP Morgan October 2010 - December 2010
The Beverly Hilton June 2007 - August 2007
Skills
VBA, MS access, Series 7, Series 63, Bloomberg, Fixed Income, Capital Markets, Derivatives
Education
Boston University Questrom School of Business 2007 — 2011
Erin Spatz's J.P. Morgan Experience 1987 - 1989
Job SVP Equity Analyst at Standard Life
Industry Financial Services
Experience
Standard Life Investments (Edinburgh) May 2002 - Present
Putnam Investments 1996 - 2002
Pioneer Investments 1989 - 1996
JP Morgan 1987 - 1989
Education
Boston University Graduate School of Management 1989 — 1993
MBA, Finance
University of Notre Dame 1983 — 1987
BBA, Finance
Standard Life Investments (Edinburgh) May 2002 - Present
Putnam Investments 1996 - 2002
Pioneer Investments 1989 - 1996
JP Morgan 1987 - 1989
Education
Boston University Graduate School of Management 1989 — 1993
MBA, Finance
University of Notre Dame 1983 — 1987
BBA, Finance
Michelle Bucaria's J.P. Morgan Experience 2006 - August 2013
Job Global head of Corporate and Investment Bank Recruiting & Firmwide Head of Campus Recruiting at JPMorgan Chase
Industry
Experience
JPMorgan Chase September 2013 - Present
JP Morgan 2006 - August 2013
J.P. Morgan September 2005 - October 2006
J.P. Morgan 2002 - 2005
J.P. Morgan 1999 - 2002
J.P. Morgan 1996 - 1999
J.P. Morgan 1993 - 1996
Skills
Succession Planning, Treasury Services, Financial Services, Cash Management, Investment Banking, Talent Management, Employee Relations
Education
Boston College 1989 — 1993
BS, Accounting
JPMorgan Chase September 2013 - Present
JP Morgan 2006 - August 2013
J.P. Morgan September 2005 - October 2006
J.P. Morgan 2002 - 2005
J.P. Morgan 1999 - 2002
J.P. Morgan 1996 - 1999
J.P. Morgan 1993 - 1996
Skills
Succession Planning, Treasury Services, Financial Services, Cash Management, Investment Banking, Talent Management, Employee Relations
Education
Boston College 1989 — 1993
BS, Accounting
Craig Morrisroe's J.P. Morgan Experience 2002 - 2008
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2003 - Present
JP Morgan Chase June 2003 - Present
JP Morgan 2002 - 2008
Education
Ohio Dominican University 2005 — 2006
MBA, Business
Bowling Green State University 1981 — 1985
Bachelor of Arts (BA), Accounting and Finance
JP Morgan Chase June 2003 - Present
JP Morgan Chase June 2003 - Present
JP Morgan 2002 - 2008
Education
Ohio Dominican University 2005 — 2006
MBA, Business
Bowling Green State University 1981 — 1985
Bachelor of Arts (BA), Accounting and Finance
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.