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
Ajit Vasudevan Ajit Vasudevan's J.P. Morgan Experience July 2008 - April 2009
Job Senior Associate Business Consulting at Sapient Global Markets
Industry Management Consulting
Experience
Sapient Global Markets November 2012 - Present
Contax Partners Inc December 2011 - April 2012
Cass Business School September 2009 - October 2011
Goldman Sachs August 2010 - June 2011
JP Morgan July 2008 - April 2009
Lehman Brothers August 2005 - July 2008
Infosys BPO August 2002 - August 2005
Skills
Risk Management, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Business Strategy, Valuation, Management, Business Analysis, Leadership, Operations Management, Oil & Gas Exploration, Analysis, Project Management, Financial Modeling, Competitive Analysis, Mergers, Asset Managment, Private Equity, Entrepreneurship, Asset Management, Training, Strategic Planning, Strategy, Change Management, Team Management, Team Leadership, NGL, Crude and Refined..., Capital Markets, Business Process, Financial Services, Management Consulting, Consulting, Mortgage Lending, Mortgage Servicing, Residential Mortgages
Education
Cass Business School 2009 — 2011
Master of Business Administration (M.B.A.), Management, Finance, Energy, Merit
Council of Petroleum Accountant Societies 2014 — 2015
Accredited Petroleum Accountant certification, Upstream Accounting and Financial Reporting
University of Madras 1998 — 2000
M.A., Public Management
Bharathiar University 1994 — 1997
B.Sc., Physics
Alliance Francaise 2011 — 2011
Level 1 French.
CFA LEVEL 1 CANDIDATE
Sapient Global Markets November 2012 - Present
Contax Partners Inc December 2011 - April 2012
Cass Business School September 2009 - October 2011
Goldman Sachs August 2010 - June 2011
JP Morgan July 2008 - April 2009
Lehman Brothers August 2005 - July 2008
Infosys BPO August 2002 - August 2005
Skills
Risk Management, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Business Strategy, Valuation, Management, Business Analysis, Leadership, Operations Management, Oil & Gas Exploration, Analysis, Project Management, Financial Modeling, Competitive Analysis, Mergers, Asset Managment, Private Equity, Entrepreneurship, Asset Management, Training, Strategic Planning, Strategy, Change Management, Team Management, Team Leadership, NGL, Crude and Refined..., Capital Markets, Business Process, Financial Services, Management Consulting, Consulting, Mortgage Lending, Mortgage Servicing, Residential Mortgages
Education
Cass Business School 2009 — 2011
Master of Business Administration (M.B.A.), Management, Finance, Energy, Merit
Council of Petroleum Accountant Societies 2014 — 2015
Accredited Petroleum Accountant certification, Upstream Accounting and Financial Reporting
University of Madras 1998 — 2000
M.A., Public Management
Bharathiar University 1994 — 1997
B.Sc., Physics
Alliance Francaise 2011 — 2011
Level 1 French.
CFA LEVEL 1 CANDIDATE
Haritha Dasari Haritha Dasari's J.P. Morgan Experience June 2008 - August 2008
Job Associate at Foley & Lardner LLP
Industry Law Practice
Experience
Foley & Lardner LLP March 2015 - Present
Foley & Lardner LLP October 2013 - February 2015
Foley & Lardner LLP May 2012 - July 2012
New America Foundation August 2011 - January 2012
Kramer Levin Naftalis & Frankel LLP June 2011 - August 2011
JP Morgan June 2008 - August 2008
Education
The George Washington University Law School 2010 — 2013
J.D., Intellectual Property
Carnegie Mellon University 2005 — 2009
B.S., Information Systems
Foley & Lardner LLP March 2015 - Present
Foley & Lardner LLP October 2013 - February 2015
Foley & Lardner LLP May 2012 - July 2012
New America Foundation August 2011 - January 2012
Kramer Levin Naftalis & Frankel LLP June 2011 - August 2011
JP Morgan June 2008 - August 2008
Education
The George Washington University Law School 2010 — 2013
J.D., Intellectual Property
Carnegie Mellon University 2005 — 2009
B.S., Information Systems
Latika Signorelli Latika Signorelli's J.P. Morgan Experience September 2001 - September 2003
Job Vice President, Research Analyst at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments August 2007 - Present
Deutsche Asset Management (High Yield group) May 2006 - August 2006
US Treasury June 2005 - August 2005
JP Morgan September 2001 - September 2003
Skills
Bloomberg, Financial Modeling, Equity Research, Equities, Valuation, Jokes, Bonds, Finance, Derivatives, High Yield, Hedge Funds, Financial Markets, Emerging Markets, Fixed Income, Investments, Capital Markets
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Brown University 1997 — 2001
BA
Winchester Thurston 1989 — 1997
Franklin Templeton Investments August 2007 - Present
Deutsche Asset Management (High Yield group) May 2006 - August 2006
US Treasury June 2005 - August 2005
JP Morgan September 2001 - September 2003
Skills
Bloomberg, Financial Modeling, Equity Research, Equities, Valuation, Jokes, Bonds, Finance, Derivatives, High Yield, Hedge Funds, Financial Markets, Emerging Markets, Fixed Income, Investments, Capital Markets
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Brown University 1997 — 2001
BA
Winchester Thurston 1989 — 1997
Jan Schaefer Jan Schaefer's J.P. Morgan Experience November 2006 - July 2013
Job Managing Director, Encore Financial Advisors
Industry Investment Management
Experience
JP Morgan November 2006 - July 2013
Bank of New York Mellon February 1992 - July 2004
Wells Fargo September 1975 - September 1981
Skills
New Business Development, Private Banking, Hedge Funds, Wealth Management, Equities, Alternative Investments, Portfolio Management, Investments, Strategic Financial..., Finance, Mergers & Acquisitions, Securities, Banking, Asset Management, Wealth, Capital Markets, Series 7, Fixed Income, Investment Management, Wealth Management..., Financial Services, Mutual Funds, Asset Allocation, Private Equity, Investment Banking, High Net Worth..., Series 63, Financial Structuring, Financial Advisory, Relationship Management, Investment Advisory, Credit, Funding, Bloomberg, Investment Strategies, Derivatives, Emerging Markets, Valuation, Retirement Planning, Loans, Investor Relations, Estate Planning
Education
University of California, Los Angeles 1982 — 1984
California State University-Los Angeles 1973 — 1976
Bachelor's Degree
Seattle Pacific University 1972 — 1973
Freshman Year
Organizations
JP Morgan November 2006 - July 2013
Bank of New York Mellon February 1992 - July 2004
Wells Fargo September 1975 - September 1981
Skills
New Business Development, Private Banking, Hedge Funds, Wealth Management, Equities, Alternative Investments, Portfolio Management, Investments, Strategic Financial..., Finance, Mergers & Acquisitions, Securities, Banking, Asset Management, Wealth, Capital Markets, Series 7, Fixed Income, Investment Management, Wealth Management..., Financial Services, Mutual Funds, Asset Allocation, Private Equity, Investment Banking, High Net Worth..., Series 63, Financial Structuring, Financial Advisory, Relationship Management, Investment Advisory, Credit, Funding, Bloomberg, Investment Strategies, Derivatives, Emerging Markets, Valuation, Retirement Planning, Loans, Investor Relations, Estate Planning
Education
University of California, Los Angeles 1982 — 1984
California State University-Los Angeles 1973 — 1976
Bachelor's Degree
Seattle Pacific University 1972 — 1973
Freshman Year
Organizations
Sarah Norris Sarah Norris's J.P. Morgan Experience November 1991 - July 2015
Job Director of Portfolio & Wealth Advisory at BBR Partners
Industry Banking
Experience
BBR Partners August 2015 - Present
JP Morgan November 1991 - July 2015
First Chicago Bank & Trust September 1993 - June 1997
Skills
Strategic Planning, Asset Management, Investments, Public Speaking, Social Media, Portfolio Management, Marketing, Management, Event Planning, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1994 — 1998
Master of Business Administration (MBA), Marketing, Business/Managerial Economics
Brown University 1985 — 1989
Bachelor of Arts (BA), International Relations, Economics
BBR Partners August 2015 - Present
JP Morgan November 1991 - July 2015
First Chicago Bank & Trust September 1993 - June 1997
Skills
Strategic Planning, Asset Management, Investments, Public Speaking, Social Media, Portfolio Management, Marketing, Management, Event Planning, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1994 — 1998
Master of Business Administration (MBA), Marketing, Business/Managerial Economics
Brown University 1985 — 1989
Bachelor of Arts (BA), International Relations, Economics
Ilya Verlinsky Ilya Verlinsky's J.P. Morgan Experience May 2003 - June 2003
Job CTO | CIO | VP of Technology
Industry Financial Services
Experience
Main Street Renewal June 2015 - Present
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) August 2013 - May 2015
Interthinx June 2010 - August 2013
Bank of America January 2009 - February 2010
Countrywide January 2006 - January 2009
Countrywide January 2005 - January 2006
Countrywide January 2004 - January 2005
Morgan Stanley June 2003 - November 2003
JP Morgan May 2003 - June 2003
Wehrheim Systems, Inc. November 1998 - May 2003
Skills
Enterprise Architecture, Strategic Planning, Enterprise Software, SDLC, Executive Management, SaaS, Leadership, Software Development, Cross-functional Team..., Mergers & Acquisitions, Project Management, Agile Methodologies, Software Project..., IT Strategy, Business Analysis, Strategy, Risk Management, Product Management, Management, Databases, Disaster Recovery, Data Warehousing, SOA, ITIL, Architecture, Web Applications, Quality Assurance, Web Services, Integration, SOAP, Requirements Analysis, Scrum, Database Design, Microsoft SQL Server, Unix, .NET, Oracle, Outsourcing Management, Vendor Management
Education
California State University-Northridge 2004 — 2008
MBA
California State University-Northridge 2000 — 2001
BS, Computer Science
Los Angeles Pierce College 1998 — 2000
AA, Liberal Arts
Main Street Renewal June 2015 - Present
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) August 2013 - May 2015
Interthinx June 2010 - August 2013
Bank of America January 2009 - February 2010
Countrywide January 2006 - January 2009
Countrywide January 2005 - January 2006
Countrywide January 2004 - January 2005
Morgan Stanley June 2003 - November 2003
JP Morgan May 2003 - June 2003
Wehrheim Systems, Inc. November 1998 - May 2003
Skills
Enterprise Architecture, Strategic Planning, Enterprise Software, SDLC, Executive Management, SaaS, Leadership, Software Development, Cross-functional Team..., Mergers & Acquisitions, Project Management, Agile Methodologies, Software Project..., IT Strategy, Business Analysis, Strategy, Risk Management, Product Management, Management, Databases, Disaster Recovery, Data Warehousing, SOA, ITIL, Architecture, Web Applications, Quality Assurance, Web Services, Integration, SOAP, Requirements Analysis, Scrum, Database Design, Microsoft SQL Server, Unix, .NET, Oracle, Outsourcing Management, Vendor Management
Education
California State University-Northridge 2004 — 2008
MBA
California State University-Northridge 2000 — 2001
BS, Computer Science
Los Angeles Pierce College 1998 — 2000
AA, Liberal Arts
Garth Klimchuk Garth Klimchuk's J.P. Morgan Experience 1994 - 1997
Job Energy Industry Financial Executive
Industry Renewables & Environment
Experience
NorthWinds Renewables January 2003 - Present
Bovaro Partners LLC 2001 - 2003
Berenson, Minella & Co., Inc. September 1999 - September 2001
CIBC World Markets 1997 - 2000
JP Morgan 1994 - 1997
Chem Systems Inc. 1992 - 1994
Kidder Peabody 1989 - 1992
Skills
Investment Banking, Renewable Energy, Valuation, Mergers, Financial Analysis, Project Finance, Business Strategy, Financial Modeling, Entrepreneurship, Energy, Investments, Private Equity, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Development, Finance, Equities, Financial Structuring, Executive Management, Solar Energy, Wind, Emerging Markets, Fixed Income, Securities, Capital, Sustainable Energy, Financial Services, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1987 — 1988
MBA, Finance and Management. Concentration in Strategic Planning.
University of Pennsylvania 1986 — 1987
Master of Science (M.S.), Energy Management and Policy
Brown University 1980 — 1984
Bachelor of Science (B.Sc.), Geology
NorthWinds Renewables January 2003 - Present
Bovaro Partners LLC 2001 - 2003
Berenson, Minella & Co., Inc. September 1999 - September 2001
CIBC World Markets 1997 - 2000
JP Morgan 1994 - 1997
Chem Systems Inc. 1992 - 1994
Kidder Peabody 1989 - 1992
Skills
Investment Banking, Renewable Energy, Valuation, Mergers, Financial Analysis, Project Finance, Business Strategy, Financial Modeling, Entrepreneurship, Energy, Investments, Private Equity, Due Diligence, Mergers & Acquisitions, Venture Capital, Corporate Development, Finance, Equities, Financial Structuring, Executive Management, Solar Energy, Wind, Emerging Markets, Fixed Income, Securities, Capital, Sustainable Energy, Financial Services, Financial Advisory
Education
University of Pennsylvania - The Wharton School 1987 — 1988
MBA, Finance and Management. Concentration in Strategic Planning.
University of Pennsylvania 1986 — 1987
Master of Science (M.S.), Energy Management and Policy
Brown University 1980 — 1984
Bachelor of Science (B.Sc.), Geology
Darren Wan Darren Wan's J.P. Morgan Experience July 1996 - July 1997
Job CEO and CoFounder at Easy Pairings
Industry Staffing and Recruiting
Experience
Filipino American Museum (FAM) August 2013 - Present
Easy Pairings September 2012 - Present
Red Egg June 2008 - July 2012
Apical Services March 2004 - May 2008
Mommy Chic November 2002 - March 2004
Putnam Investments September 1997 - August 2000
JP Morgan July 1996 - July 1997
Skills
Business Strategy, Product Development, Project Management, Financial Modeling, Strategic Planning, Project Planning, Business Modeling, Business Development, Strategic Partnerships, Market Analysis, Negotiation, Financial Analysis, Networking, Outsourcing, Investment Management, Equity Research
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
Carnegie Mellon University 1992 — 1996
BS
Horace Mann
Filipino American Museum (FAM) August 2013 - Present
Easy Pairings September 2012 - Present
Red Egg June 2008 - July 2012
Apical Services March 2004 - May 2008
Mommy Chic November 2002 - March 2004
Putnam Investments September 1997 - August 2000
JP Morgan July 1996 - July 1997
Skills
Business Strategy, Product Development, Project Management, Financial Modeling, Strategic Planning, Project Planning, Business Modeling, Business Development, Strategic Partnerships, Market Analysis, Negotiation, Financial Analysis, Networking, Outsourcing, Investment Management, Equity Research
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
Carnegie Mellon University 1992 — 1996
BS
Horace Mann
Michael Malone Michael Malone's J.P. Morgan Experience July 2010 - January 2012
Job President and CEO at Comerica Securities and Insurance
Industry Financial Services
Experience
Comerica Securities and Insurance February 2014 - Present
Malone Consulting, LLC January 2012 - February 2014
JP Morgan July 2010 - January 2012
J.P. Morgan August 2007 - July 2010
Smith Barney May 2001 - August 2007
Morgan Stanley February 1988 - May 2001
Shearson Lehman Brothers December 1983 - January 1988
Skills
Business Analysis, Organizational Growth, Strategic Leadership, Wealth Management, Investment Strategies, Asset Management, Investments, Management Consulting, Equities, Series 63, Series 24, Asset Managment, Management, Portfolio Management, Asset Allocation, Financial Advisory, Series 7, Financial Services, Hedge Funds, Banking, Alternative Investments, FINRA, Investment Management, Mutual Funds, Investment Advisory, Strategic Financial..., Recruiting, Securities, Risk Management, Finance, Capital Markets, Wealth Management..., Investment Banking, ETFs
Education
The American College 2010 — 2011
MS Managment, Management and Leadership
Capital University
BGS, Management
Comerica Securities and Insurance February 2014 - Present
Malone Consulting, LLC January 2012 - February 2014
JP Morgan July 2010 - January 2012
J.P. Morgan August 2007 - July 2010
Smith Barney May 2001 - August 2007
Morgan Stanley February 1988 - May 2001
Shearson Lehman Brothers December 1983 - January 1988
Skills
Business Analysis, Organizational Growth, Strategic Leadership, Wealth Management, Investment Strategies, Asset Management, Investments, Management Consulting, Equities, Series 63, Series 24, Asset Managment, Management, Portfolio Management, Asset Allocation, Financial Advisory, Series 7, Financial Services, Hedge Funds, Banking, Alternative Investments, FINRA, Investment Management, Mutual Funds, Investment Advisory, Strategic Financial..., Recruiting, Securities, Risk Management, Finance, Capital Markets, Wealth Management..., Investment Banking, ETFs
Education
The American College 2010 — 2011
MS Managment, Management and Leadership
Capital University
BGS, Management
Tim Kallas Tim Kallas's J.P. Morgan Experience April 1999 - January 2001
Job Institutional Equity Sales
Industry Investment Banking
Experience
None Director, Institutional Equity SalesMizuho Securities USA Inc.November 2011 - May 2013
Caris & Company 2008 - November 2011
Oppenheimer & Co. November 2005 - June 2008
Wells Fargo Securities, LLC October 2002 - September 2005
Robertson Stephens January 2001 - July 2002
JP Morgan April 1999 - January 2001
Bear Stearns September 1993 - April 1999
US Army 1987 - 1992
Skills
Equities, Hedge Funds, Equity Research, Capital Markets, Series 7, Series 63, Equity Trading, Alternative Investments, Bloomberg, Securities, Financial Modeling, Investments, Valuation, Investment Banking, Mutual Funds, Portfolio Management, Fixed Income, IPO, Options, Asset Management, FINRA, Trading, Electronic Trading
Education
California State Polytechnic University-Pomona 1984 — 1987
BS, Business
New Mexico Military Institute 1982 — 1984
Associate's degree, Business, Management, Marketing, and Related Support Services
None Director, Institutional Equity SalesMizuho Securities USA Inc.November 2011 - May 2013
Caris & Company 2008 - November 2011
Oppenheimer & Co. November 2005 - June 2008
Wells Fargo Securities, LLC October 2002 - September 2005
Robertson Stephens January 2001 - July 2002
JP Morgan April 1999 - January 2001
Bear Stearns September 1993 - April 1999
US Army 1987 - 1992
Skills
Equities, Hedge Funds, Equity Research, Capital Markets, Series 7, Series 63, Equity Trading, Alternative Investments, Bloomberg, Securities, Financial Modeling, Investments, Valuation, Investment Banking, Mutual Funds, Portfolio Management, Fixed Income, IPO, Options, Asset Management, FINRA, Trading, Electronic Trading
Education
California State Polytechnic University-Pomona 1984 — 1987
BS, Business
New Mexico Military Institute 1982 — 1984
Associate's degree, Business, Management, Marketing, and Related Support Services
Leslie Brooks Rosenberg Leslie Brooks Rosenberg's J.P. Morgan Experience September 2012 - June 2015
Job Investment Specialist
Industry Financial Services
Experience
J.P. Morgan September 2012 - June 2015
BlackRock May 2012 - August 2012
Princeton University May 2011 - May 2012
JP Morgan June 2007 - May 2011
Skills
Series 7, Series 63, Bloomberg, Microsoft Office, Portfolio Management, Banking, Fundraising, Credit, Fixed Income, Equities, Research, Financial Analysis
Education
Bryn Mawr College 2004 — 2008
BA, Economics, Growth and Structure of Cities
University of St. Andrews 2007 — 2007
Economics, International Business
J.P. Morgan September 2012 - June 2015
BlackRock May 2012 - August 2012
Princeton University May 2011 - May 2012
JP Morgan June 2007 - May 2011
Skills
Series 7, Series 63, Bloomberg, Microsoft Office, Portfolio Management, Banking, Fundraising, Credit, Fixed Income, Equities, Research, Financial Analysis
Education
Bryn Mawr College 2004 — 2008
BA, Economics, Growth and Structure of Cities
University of St. Andrews 2007 — 2007
Economics, International Business
Betty Chin's J.P. Morgan Experience July 2010 - August 2011
Job Edward Jones is expanding in CA!
Industry Financial Services
Experience
Edward Jones August 2011 - Present
JP Morgan July 2010 - August 2011
DeVry Inc. August 2009 - July 2010
UBS Financial Services, Inc. June 2007 - May 2009
Kaplan Test Prep and Admissions August 2002 - July 2007
Volt Services Group January 2001 - August 2002
Skills
Full-cycle Recruiting, SDLC, Talent Acquisition, Applicant Tracking..., Recruiting, Process Improvement, College Recruiting, Onboarding, Change Management, Talent Management, Team Building, Sourcing, Employee Benefits, Human Resources, Interviews, Technical Recruiting, Executive Search, Employee Relations, Internet Recruiting, Succession Planning, Resume Writing, Temporary Placement
Education
California State University-Long Beach
MBA, HRM
University of California, Irvine
BA, Psychology
Edward Jones August 2011 - Present
JP Morgan July 2010 - August 2011
DeVry Inc. August 2009 - July 2010
UBS Financial Services, Inc. June 2007 - May 2009
Kaplan Test Prep and Admissions August 2002 - July 2007
Volt Services Group January 2001 - August 2002
Skills
Full-cycle Recruiting, SDLC, Talent Acquisition, Applicant Tracking..., Recruiting, Process Improvement, College Recruiting, Onboarding, Change Management, Talent Management, Team Building, Sourcing, Employee Benefits, Human Resources, Interviews, Technical Recruiting, Executive Search, Employee Relations, Internet Recruiting, Succession Planning, Resume Writing, Temporary Placement
Education
California State University-Long Beach
MBA, HRM
University of California, Irvine
BA, Psychology
Todd Wehmann Todd Wehmann's J.P. Morgan Experience June 2000 - August 2000
Job Director of Marketing at Columbus Foods
Industry Marketing and Advertising
Experience
Columbus Foods September 2015 - Present
eBay Marketplaces June 2013 - April 2015
eBay Marketplaces July 2012 - June 2013
AAA Northern California, Nevada & Utah April 2012 - July 2012
AAA Northern California, Nevada & Utah October 2007 - April 2012
Forward Foods, LLC January 2007 - October 2007
PowerBar/Nestle April 2004 - January 2007
Clorox Company September 2001 - April 2004
JP Morgan June 2000 - August 2000
Dove Consulting Group July 1995 - December 1998
Skills
Strategy, Product Management, Customer Insight, Marketing, Product Development, Marketing Strategy, P&L Management, Integrated Marketing, Consumer Products, Segmentation, Strategic Planning, Competitive Analysis, Business Development, Product Launch, Management, Business Planning, Business Analysis, Cross-functional Team..., Analytics, Leadership
Education
Brown University
B.A., Political Science
University of California, Berkeley, Haas School of Business
MBA, Marketing
University of New South Wales
Economics and Government
Columbus Foods September 2015 - Present
eBay Marketplaces June 2013 - April 2015
eBay Marketplaces July 2012 - June 2013
AAA Northern California, Nevada & Utah April 2012 - July 2012
AAA Northern California, Nevada & Utah October 2007 - April 2012
Forward Foods, LLC January 2007 - October 2007
PowerBar/Nestle April 2004 - January 2007
Clorox Company September 2001 - April 2004
JP Morgan June 2000 - August 2000
Dove Consulting Group July 1995 - December 1998
Skills
Strategy, Product Management, Customer Insight, Marketing, Product Development, Marketing Strategy, P&L Management, Integrated Marketing, Consumer Products, Segmentation, Strategic Planning, Competitive Analysis, Business Development, Product Launch, Management, Business Planning, Business Analysis, Cross-functional Team..., Analytics, Leadership
Education
Brown University
B.A., Political Science
University of California, Berkeley, Haas School of Business
MBA, Marketing
University of New South Wales
Economics and Government
Michelle Engle's J.P. Morgan Experience July 1994 - April 2003
Job Vice President of Product Management and Product Marketing at MaxPoint
Industry Computer Software
Experience
MaxPoint September 2012 - Present
iContact 2009 - 2012
ChannelAdvisor October 2003 - October 2009
JP Morgan July 1994 - April 2003
JPMorgan Private Bank 2000 - 2003
Skills
Product Management, E-commerce, Product Development, Cross-functional Team..., Product Strategy, Competitive Analysis, Market Research, Online Marketing, Email Marketing, Product Marketing, Software Development, Agile, Kanban, Agile Methodologies, Online Advertising
Education
New York University 1995 — 1997
MA, Economics
Bucknell University 1990 — 1994
Bachelor of Arts (BA), Economics and International Relations
MaxPoint September 2012 - Present
iContact 2009 - 2012
ChannelAdvisor October 2003 - October 2009
JP Morgan July 1994 - April 2003
JPMorgan Private Bank 2000 - 2003
Skills
Product Management, E-commerce, Product Development, Cross-functional Team..., Product Strategy, Competitive Analysis, Market Research, Online Marketing, Email Marketing, Product Marketing, Software Development, Agile, Kanban, Agile Methodologies, Online Advertising
Education
New York University 1995 — 1997
MA, Economics
Bucknell University 1990 — 1994
Bachelor of Arts (BA), Economics and International Relations
Doug Saunders Doug Saunders's J.P. Morgan Experience March 2003 - June 2010
Job Senior Implementation Manager at Alliance Data
Industry Marketing and Advertising
Experience
Alliance Data card services February 2013 - Present
ITT Technical Institute March 2014 - Present
National College of Business & Technology June 2010 - January 2014
Cardinal Health June 2010 - January 2013
JP Morgan March 2003 - June 2010
Covansys (A CSC Company), CBSI, Costello & Associates January 1994 - February 2003
SHL Systemhouse, Inc. May 1991 - December 1993
Logicon, Inc. January 1990 - April 1991
Skills
Project Management, PMO, Vendor Management, Department Integration, Leading Volunteer..., Offshore, P&L Management, Infrastructure Projects, Interviewing, Data Migration, Resource Management, Executive Influence, Change Management, Budget Management, COBOL, DB2, Unix, JCL, CICS, AS400, IBM Mainframe, MVS, PeopleSoft, SharePoint, Sybase, Lotus Notes, Access, Crystal Reports, Windows, SQL Server, SAP, Websphere, Microsoft Office, TSO, Infrastructure, Program Management, Portfolio Management, Budgets, Microsoft SQL Server, SDLC, Leadership, Management, PMP, Software Project..., Team Building, Project Portfolio..., Process Improvement, CRM, Integration, Business Analysis
Education
California State University-Long Beach 1987 — 1989
Bachelor of Science, Mathematics and Computer Science
Rancho Santiago College 1983 — 1986
Associate of Science, Engineering Design and Drafting
Alliance Data card services February 2013 - Present
ITT Technical Institute March 2014 - Present
National College of Business & Technology June 2010 - January 2014
Cardinal Health June 2010 - January 2013
JP Morgan March 2003 - June 2010
Covansys (A CSC Company), CBSI, Costello & Associates January 1994 - February 2003
SHL Systemhouse, Inc. May 1991 - December 1993
Logicon, Inc. January 1990 - April 1991
Skills
Project Management, PMO, Vendor Management, Department Integration, Leading Volunteer..., Offshore, P&L Management, Infrastructure Projects, Interviewing, Data Migration, Resource Management, Executive Influence, Change Management, Budget Management, COBOL, DB2, Unix, JCL, CICS, AS400, IBM Mainframe, MVS, PeopleSoft, SharePoint, Sybase, Lotus Notes, Access, Crystal Reports, Windows, SQL Server, SAP, Websphere, Microsoft Office, TSO, Infrastructure, Program Management, Portfolio Management, Budgets, Microsoft SQL Server, SDLC, Leadership, Management, PMP, Software Project..., Team Building, Project Portfolio..., Process Improvement, CRM, Integration, Business Analysis
Education
California State University-Long Beach 1987 — 1989
Bachelor of Science, Mathematics and Computer Science
Rancho Santiago College 1983 — 1986
Associate of Science, Engineering Design and Drafting
Donald Colombo's J.P. Morgan Experience June 1980 - January 1996
Job Director at Citigroup
Industry Banking
Experience
Citigroup DirectorCiti Investor Services1996 - Present
JP Morgan June 1980 - January 1996
Skills
Transaction Banking, Cash Management, Finance, Settlement, Financial Transactions, Middle Office, Financial Institutions, Payments, Financial Services, Banking, Back Office, Fixed Income, Securities, Trade Finance, SWIFT payments, Credit Cards, Liquidity Management, Hedge Funds, Structured Finance
Education
Carnegie Mellon University 1976 — 1980
B.S., Applied Mathematics / Economics
Citigroup DirectorCiti Investor Services1996 - Present
JP Morgan June 1980 - January 1996
Skills
Transaction Banking, Cash Management, Finance, Settlement, Financial Transactions, Middle Office, Financial Institutions, Payments, Financial Services, Banking, Back Office, Fixed Income, Securities, Trade Finance, SWIFT payments, Credit Cards, Liquidity Management, Hedge Funds, Structured Finance
Education
Carnegie Mellon University 1976 — 1980
B.S., Applied Mathematics / Economics
Gordon B Fowler, Jr. Gordon B Fowler, Jr.'s J.P. Morgan Experience April 1994 - June 2001
Job Glenmede President, CEO & CIO
Industry Investment Management
Experience
Glenmede Trust Company January 2010 - Present
Glenmede Trust Company May 2003 - Present
JP Morgan Chase June 2001 - April 2003
JP Morgan April 1994 - June 2001
JP Morgan August 1981 - June 1993
J.P. Morgan 1981 - 1982
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
M.S., Statistics and Operations Research
Brown University 1977 — 1981
A.B., Independent Concentration: African Political Economy
Glenmede Trust Company January 2010 - Present
Glenmede Trust Company May 2003 - Present
JP Morgan Chase June 2001 - April 2003
JP Morgan April 1994 - June 2001
JP Morgan August 1981 - June 1993
J.P. Morgan 1981 - 1982
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
M.S., Statistics and Operations Research
Brown University 1977 — 1981
A.B., Independent Concentration: African Political Economy
Caleb Hsieh Caleb Hsieh's J.P. Morgan Experience 1999 - 2001
Job Managing Director at Macquarie Capital
Industry Financial Services
Experience
Macquarie Bank August 2010 - Present
UBS Investment Bank 2006 - 2008
Banc of America Securities 2003 - 2006
JP Morgan 1999 - 2001
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance, Health Systems Management
Case Western Reserve University 1994 — 1998
BS, BS, BA, Accounting, Management, Chemistry
Macquarie Bank August 2010 - Present
UBS Investment Bank 2006 - 2008
Banc of America Securities 2003 - 2006
JP Morgan 1999 - 2001
Education
Weatherhead School of Management at Case Western Reserve University 1998 — 1999
MBA, Finance, Health Systems Management
Case Western Reserve University 1994 — 1998
BS, BS, BA, Accounting, Management, Chemistry
Tim Uy Tim Uy's J.P. Morgan Experience June 2010 - June 2015
Job Software Contractor at Randstad USA
Industry Financial Services
Experience
Randstad USA June 2015 - Present
JP Morgan June 2010 - June 2015
Citigroup October 2007 - May 2010
BEA Systems November 2004 - October 2007
BusinessEdge Solutions May 2004 - November 2004
Trumbull Services 2003 - 2004
BEA Systems September 1999 - May 2003
Skills
JMS, JDBC, EJB, Hibernate, Struts, XACML, Spring
Education
California State University-Long Beach 1997 — 1999
MS
California State University-Long Beach 1995 — 1997
BS
Randstad USA June 2015 - Present
JP Morgan June 2010 - June 2015
Citigroup October 2007 - May 2010
BEA Systems November 2004 - October 2007
BusinessEdge Solutions May 2004 - November 2004
Trumbull Services 2003 - 2004
BEA Systems September 1999 - May 2003
Skills
JMS, JDBC, EJB, Hibernate, Struts, XACML, Spring
Education
California State University-Long Beach 1997 — 1999
MS
California State University-Long Beach 1995 — 1997
BS
Sharon Heidecker's J.P. Morgan Experience November 1993 - December 2001
Job Technical Sales Rep at Chemetall
Industry Chemicals
Experience
Chemetall January 2002 - Present
JP Morgan November 1993 - December 2001
Skills
New Business Development, Account Management, Sales, Negotiation, Pricing, Process Improvement, Customer Service, Microsoft Excel, Direct Sales, Forecasting, Microsoft Office, Business Development, Manufacturing, Cross-functional Team..., Coatings, Additives, Lubricants, Market Development, Continuous Improvement, Product Development
Education
Cerritos College 1986 — 1987
Chemetall January 2002 - Present
JP Morgan November 1993 - December 2001
Skills
New Business Development, Account Management, Sales, Negotiation, Pricing, Process Improvement, Customer Service, Microsoft Excel, Direct Sales, Forecasting, Microsoft Office, Business Development, Manufacturing, Cross-functional Team..., Coatings, Additives, Lubricants, Market Development, Continuous Improvement, Product Development
Education
Cerritos College 1986 — 1987
Shu Kim Shu Kim's J.P. Morgan Experience 2010 - 2011
Job Principal at SKCA
Industry Capital Markets
Experience
Profile 4 Men LLC 2014 - Present
SK Capital Associates LLC 2012 - Present
Shustir.com May 2008 - December 2014
Summit Development, LLC 2011 - 2012
JP Morgan 2010 - 2011
Lehman Brothers 2000 - 2008
Paul Hastings 1999 - August 2000
Skills
Capital Raising, Real Estate Financing, Real Estate Investment, Start-ups, Building Relationships, Capital Markets, Distressed Debt, Angel Investing, Internet Entrepreneur, Private Equity, Acquisitions, Real Estate Transactions, Deal Sourcing, Investment Properties, Real Estate, Finance, Asset Management, Due Diligence, Securitization, Venture Capital, Loans, Loan Origination, Equities, Joint Ventures, Small Business, Real Estate Development, Emerging Markets, Alternative Investments, Corporate Development, Valuation, Private Placements, Entrepreneurship, Corporate Finance, Financial Modeling, Structured Finance, Financial Structuring, M&A experience, Mergers & Acquisitions, Disposition, Venture Financing, Commercial Real Estate, E-commerce, Real Estate Economics, Investments, IPO, Start-up Ventures, Funding, Investment Banking, Investor Relations, Syndications
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1991 — 1994
J.D., Law
University of Massachusetts, Amherst 1988 — 1991
B.A., Legal Studies, English
Profile 4 Men LLC 2014 - Present
SK Capital Associates LLC 2012 - Present
Shustir.com May 2008 - December 2014
Summit Development, LLC 2011 - 2012
JP Morgan 2010 - 2011
Lehman Brothers 2000 - 2008
Paul Hastings 1999 - August 2000
Skills
Capital Raising, Real Estate Financing, Real Estate Investment, Start-ups, Building Relationships, Capital Markets, Distressed Debt, Angel Investing, Internet Entrepreneur, Private Equity, Acquisitions, Real Estate Transactions, Deal Sourcing, Investment Properties, Real Estate, Finance, Asset Management, Due Diligence, Securitization, Venture Capital, Loans, Loan Origination, Equities, Joint Ventures, Small Business, Real Estate Development, Emerging Markets, Alternative Investments, Corporate Development, Valuation, Private Placements, Entrepreneurship, Corporate Finance, Financial Modeling, Structured Finance, Financial Structuring, M&A experience, Mergers & Acquisitions, Disposition, Venture Financing, Commercial Real Estate, E-commerce, Real Estate Economics, Investments, IPO, Start-up Ventures, Funding, Investment Banking, Investor Relations, Syndications
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1991 — 1994
J.D., Law
University of Massachusetts, Amherst 1988 — 1991
B.A., Legal Studies, English
Ryan DeVries Ryan DeVries's J.P. Morgan Experience November 2013 - February 2015
Job Senior Private Banker at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation March 2015 - Present
Demann, LLC December 2002 - Present
J.P. Morgan November 2013 - February 2015
JP Morgan January 2010 - February 2015
Bank of America December 2008 - January 2010
Bank of America March 2008 - January 2009
US Trust Bank of America Private Wealth Managment December 2006 - March 2008
Bank of America July 2005 - December 2006
Skills
Loans, Banking, Credit Analysis, Commercial Lending, Credit, Series 7, Investments, Portfolio Management, Private Banking, Financial Analysis, Risk Management, Wealth Management, Underwriting, Asset Managment, Financial Modeling, Securities, Equities, Cash Management, Strategic Financial..., Commercial Banking, Asset Management
Education
George Herbert Walker School of Business & Technology at Webster University 2004 — 2006
MBA, Finance
Calvin College 1998 — 2002
BA, Telecommunications
Northern Trust Corporation March 2015 - Present
Demann, LLC December 2002 - Present
J.P. Morgan November 2013 - February 2015
JP Morgan January 2010 - February 2015
Bank of America December 2008 - January 2010
Bank of America March 2008 - January 2009
US Trust Bank of America Private Wealth Managment December 2006 - March 2008
Bank of America July 2005 - December 2006
Skills
Loans, Banking, Credit Analysis, Commercial Lending, Credit, Series 7, Investments, Portfolio Management, Private Banking, Financial Analysis, Risk Management, Wealth Management, Underwriting, Asset Managment, Financial Modeling, Securities, Equities, Cash Management, Strategic Financial..., Commercial Banking, Asset Management
Education
George Herbert Walker School of Business & Technology at Webster University 2004 — 2006
MBA, Finance
Calvin College 1998 — 2002
BA, Telecommunications
David P. Organisak David P. Organisak's J.P. Morgan Experience September 1983 - July 1989
Job Chief Operating Officer at Veritas Imports, LLC
Industry Wine and Spirits
Experience
Veritas Imports, LLC April 2012 - Present
WineGuySelections, LLC January 2010 - Present
Veritas Imports August 2002 - July 2009
Spago, Beverly Hills April 1997 - August 2002
Barneys New York January 1990 - April 1991
JP Morgan September 1983 - July 1989
Skills
Wine Education, Excel, Wine, Food, Wine Sales, Restaurants, iMovie, Team Building, Food & Beverage, Wine Tasting, Beer, Microsoft Excel
Education
Carnegie Mellon University 1979 — 1983
Bachelor of Science - Business Administration, Bachelor of Science - Economics Minor:Communication, Business/Managerial Economics
Carrick High School 1975 — 1979
HS
Veritas Imports, LLC April 2012 - Present
WineGuySelections, LLC January 2010 - Present
Veritas Imports August 2002 - July 2009
Spago, Beverly Hills April 1997 - August 2002
Barneys New York January 1990 - April 1991
JP Morgan September 1983 - July 1989
Skills
Wine Education, Excel, Wine, Food, Wine Sales, Restaurants, iMovie, Team Building, Food & Beverage, Wine Tasting, Beer, Microsoft Excel
Education
Carnegie Mellon University 1979 — 1983
Bachelor of Science - Business Administration, Bachelor of Science - Economics Minor:Communication, Business/Managerial Economics
Carrick High School 1975 — 1979
HS
Akash Shah Akash Shah's J.P. Morgan Experience June 2010 - September 2010
Job Global Supply Manager at Apple
Industry Consumer Electronics
Experience
Apple August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Fujii App(ar)le January 2009 - August 2011
Seek the Horizon March 2003 - August 2011
JP Morgan June 2010 - September 2010
Concordia Ventures June 2009 - August 2009
Skills
Portfolio Management, Entrepreneurship, Nonprofits, Start-ups, Management, Microsoft Office, Strategy, Microsoft Excel, Data Analysis, Finance, Leadership, Public Speaking, Research
Education
Brown University 2008 — 2012
A.B., Economics, 3.9
University of Oxford 2010 — 2011
Economics & Political Science
Apple August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Fujii App(ar)le January 2009 - August 2011
Seek the Horizon March 2003 - August 2011
JP Morgan June 2010 - September 2010
Concordia Ventures June 2009 - August 2009
Skills
Portfolio Management, Entrepreneurship, Nonprofits, Start-ups, Management, Microsoft Office, Strategy, Microsoft Excel, Data Analysis, Finance, Leadership, Public Speaking, Research
Education
Brown University 2008 — 2012
A.B., Economics, 3.9
University of Oxford 2010 — 2011
Economics & Political Science
Carol Pepper Carol Pepper's J.P. Morgan Experience September 1986 - December 1994
Job CEO and Founder Pepper International
Industry Investment Management
Experience
The Institute for Life Sciences Collaboration March 2015 - Present
Pepper International March 2001 - Present
Morgan Stanley July 2000 - February 2001
Instinet Incorporated November 1999 - June 2000
Rockefeller & Co., Inc. June 1998 - November 1999
Citi September 1997 - May 1998
PEREGRINE ACQUISITIONS, INC. January 1997 - September 1997
Credit Suisse First Boston January 1995 - December 1996
JP Morgan September 1986 - December 1994
SALOMON BROTHERS INC September 1984 - July 1986
Skills
Estate Planning, Investment Management, Wealth Management, Financial Services, Start-ups, Finance, Banking, Strategy, Family Office, Trusts, Asset Managment, Alternative Investments, Strategic Financial..., Investment Advisory, Business Planning, Credit, Investment Strategies, Retirement Planning, Asset Management, Emerging Markets, Portfolio Management, Equities, Risk Management, New Business Development, Due Diligence, Relationship Management, Management, Financial Planning, Strategic Planning, Personal Finance, Corporate Development, High Net Worth..., Investments, Public Speaking, Executive Management, Strategic Communications, Bonds, Investment Banking, Leadership, Valuation, Stock Market, Financial Analysis, Public Relations, Wealth Preservation..., Capital Markets, Series 63, Marketing Strategy, Luxury Lifestyle, Luxury Goods, Marketing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Entrepreneurial Studies
Bryn Mawr College 1980 — 1984
BA, Philosophy
The Institute for Life Sciences Collaboration March 2015 - Present
Pepper International March 2001 - Present
Morgan Stanley July 2000 - February 2001
Instinet Incorporated November 1999 - June 2000
Rockefeller & Co., Inc. June 1998 - November 1999
Citi September 1997 - May 1998
PEREGRINE ACQUISITIONS, INC. January 1997 - September 1997
Credit Suisse First Boston January 1995 - December 1996
JP Morgan September 1986 - December 1994
SALOMON BROTHERS INC September 1984 - July 1986
Skills
Estate Planning, Investment Management, Wealth Management, Financial Services, Start-ups, Finance, Banking, Strategy, Family Office, Trusts, Asset Managment, Alternative Investments, Strategic Financial..., Investment Advisory, Business Planning, Credit, Investment Strategies, Retirement Planning, Asset Management, Emerging Markets, Portfolio Management, Equities, Risk Management, New Business Development, Due Diligence, Relationship Management, Management, Financial Planning, Strategic Planning, Personal Finance, Corporate Development, High Net Worth..., Investments, Public Speaking, Executive Management, Strategic Communications, Bonds, Investment Banking, Leadership, Valuation, Stock Market, Financial Analysis, Public Relations, Wealth Preservation..., Capital Markets, Series 63, Marketing Strategy, Luxury Lifestyle, Luxury Goods, Marketing
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Entrepreneurial Studies
Bryn Mawr College 1980 — 1984
BA, Philosophy
Christy Turner Christy Turner's J.P. Morgan Experience March 1996 - March 1999
Job Compliance Manager Assistant General Counsel
Industry Investment Management
Experience
JPMorgan March 2005 - Present
JPMorgan October 2003 - March 2005
JPMorgan Chase January 2003 - October 2003
JPMorgan March 1999 - January 2003
JP Morgan March 1996 - March 1999
Skills
Series 7, Financial Services, Investments, Asset Managment, Mutual Funds, Investment Management, Regulatory Compliance, General Securities..., Series 63, Series 24, Series 53, Securities License, securities regulation, General Securities..., Marketing Communications, Marketing Advertising..., Municipal Securities..., Westlaw, Lexis, Working Remotely, FINRA, Securities, Asset Management, Management, Hedge Funds
Education
Capital University Law School
Juris Doctor
Franklin University
Master of Business Administration (M.B.A.)
Otterbein University
Bachelor of Arts
JPMorgan March 2005 - Present
JPMorgan October 2003 - March 2005
JPMorgan Chase January 2003 - October 2003
JPMorgan March 1999 - January 2003
JP Morgan March 1996 - March 1999
Skills
Series 7, Financial Services, Investments, Asset Managment, Mutual Funds, Investment Management, Regulatory Compliance, General Securities..., Series 63, Series 24, Series 53, Securities License, securities regulation, General Securities..., Marketing Communications, Marketing Advertising..., Municipal Securities..., Westlaw, Lexis, Working Remotely, FINRA, Securities, Asset Management, Management, Hedge Funds
Education
Capital University Law School
Juris Doctor
Franklin University
Master of Business Administration (M.B.A.)
Otterbein University
Bachelor of Arts
Viswanath Vankadaru Viswanath Vankadaru's J.P. Morgan Experience May 2007 - June 2008
Job Sr. Data Engineer at Uber
Industry Information Technology and Services
Experience
Uber July 2015 - Present
Shutterfly August 2012 - July 2015
ebay June 2008 - September 2012
JP Morgan May 2007 - June 2008
Visa June 2005 - June 2007
Skills
Teradata, Abinitio, Unix, SQL, ClearCase, Unix Shell Scripting, Data Warehousing, Data Modeling, DB2, ETL, Data Integration, Shell Scripting, PL/SQL, Data Mining, Business Intelligence, Performance Tuning, Databases, Hadoop, SQL Server, Database Design, Data Warehouse..., Relational Databases, Erwin, Python, Data Analysis, OLAP, Visio, MySQL, Ab Initio, XML, SQL Tuning
Education
California State University-East Bay 2009 — 2011
MBA, Technology Mgmt, 3.5
University of South Carolina-Columbia 2003 — 2005
Masters of engineering, Computer Science, 3.9
Jawaharlal Nehru Technological University 1999 — 2003
BS, Computer Science
Uber July 2015 - Present
Shutterfly August 2012 - July 2015
ebay June 2008 - September 2012
JP Morgan May 2007 - June 2008
Visa June 2005 - June 2007
Skills
Teradata, Abinitio, Unix, SQL, ClearCase, Unix Shell Scripting, Data Warehousing, Data Modeling, DB2, ETL, Data Integration, Shell Scripting, PL/SQL, Data Mining, Business Intelligence, Performance Tuning, Databases, Hadoop, SQL Server, Database Design, Data Warehouse..., Relational Databases, Erwin, Python, Data Analysis, OLAP, Visio, MySQL, Ab Initio, XML, SQL Tuning
Education
California State University-East Bay 2009 — 2011
MBA, Technology Mgmt, 3.5
University of South Carolina-Columbia 2003 — 2005
Masters of engineering, Computer Science, 3.9
Jawaharlal Nehru Technological University 1999 — 2003
BS, Computer Science
Ghislain Hologan Ghislain Hologan's J.P. Morgan Experience June 2014 - Present
Job Manager in Capital Markets Advisory at EY
Industry Capital Markets
Experience
EY June 2015 - Present
J.P. Morgan June 2014 - Present
J.P. Morgan July 2012 - Present
JP Morgan August 2010 - July 2012
JPMorgan November 2007 - August 2010
J.P. Morgan June 2006 - November 2007
HSBC October 2004 - June 2006
Fimat International Banque SA (UK Branch) - Societe General Group September 2001 - September 2004
HSBC Bank Plc February 2001 - August 2001
Societe Generale September 1999 - October 2000
Skills
Fixed Income, Derivatives, Credit Risk, FX, Credit, Valuation, Business Strategy, Operational Risk, Financial Modeling, Change Management, Funding, Strategic Planning, FX Options, Equity Derivatives, Finance, Portfolio Management, Investment Banking, Commodity, Equities, Middle Office, Bloomberg
Education
Pace University - Lubin School of Business 2014 — 2015
Master's degree, Finance
Cass Business School 2001 — 2003
MSc, Investment Management
Institut Supérieur de Gestion 1999 — 2001
Bac+5, Finance & Management
Lycee Francais Montaigne 1986 — 1995
EY June 2015 - Present
J.P. Morgan June 2014 - Present
J.P. Morgan July 2012 - Present
JP Morgan August 2010 - July 2012
JPMorgan November 2007 - August 2010
J.P. Morgan June 2006 - November 2007
HSBC October 2004 - June 2006
Fimat International Banque SA (UK Branch) - Societe General Group September 2001 - September 2004
HSBC Bank Plc February 2001 - August 2001
Societe Generale September 1999 - October 2000
Skills
Fixed Income, Derivatives, Credit Risk, FX, Credit, Valuation, Business Strategy, Operational Risk, Financial Modeling, Change Management, Funding, Strategic Planning, FX Options, Equity Derivatives, Finance, Portfolio Management, Investment Banking, Commodity, Equities, Middle Office, Bloomberg
Education
Pace University - Lubin School of Business 2014 — 2015
Master's degree, Finance
Cass Business School 2001 — 2003
MSc, Investment Management
Institut Supérieur de Gestion 1999 — 2001
Bac+5, Finance & Management
Lycee Francais Montaigne 1986 — 1995
Michael Sala, CAIA's J.P. Morgan Experience March 2010 - January 2013
Job Connecting the data across Private Capital that drives performance
Industry Financial Services
Experience
iLEVEL March 2013 - Present
JP Morgan March 2010 - January 2013
Sungard Investran November 2002 - March 2009
Accenture September 2000 - November 2002
Skills
Sales, Consultative Selling..., Private Equity, Hedge Funds, Alternative Investments, Trading Systems, Equities, Asset Managment, Fixed Income, Financial Modeling, Investment Banking, Management, Portfolio Management, Asset Management, Investments, Derivatives, Sales Management
Education
Bucknell University 1996 — 2000
BSBA, Business Management, Spanish
William Penn Charter School 1983 — 1996
iLEVEL March 2013 - Present
JP Morgan March 2010 - January 2013
Sungard Investran November 2002 - March 2009
Accenture September 2000 - November 2002
Skills
Sales, Consultative Selling..., Private Equity, Hedge Funds, Alternative Investments, Trading Systems, Equities, Asset Managment, Fixed Income, Financial Modeling, Investment Banking, Management, Portfolio Management, Asset Management, Investments, Derivatives, Sales Management
Education
Bucknell University 1996 — 2000
BSBA, Business Management, Spanish
William Penn Charter School 1983 — 1996
Ian Glassford Ian Glassford's J.P. Morgan Experience January 2007 - February 2014
Job Licensed Business Banking Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
JP Morgan January 2007 - February 2014
KeyBank October 1997 - December 2006
Republic Bank September 1989 - September 1997
Skills
Provide holistic,..., Financial planning, Investments, banking,..., Investments, Mortgage Lending, High Net Worth..., Strategic Financial..., Banking, Financial Advisory, Estate Planning, Financial Services, Private Banking
Education
Carleton University 1984 — 1988
Bachelor of Arts (BA), Political Science and Economics
Wells Fargo April 2014 - Present
JP Morgan January 2007 - February 2014
KeyBank October 1997 - December 2006
Republic Bank September 1989 - September 1997
Skills
Provide holistic,..., Financial planning, Investments, banking,..., Investments, Mortgage Lending, High Net Worth..., Strategic Financial..., Banking, Financial Advisory, Estate Planning, Financial Services, Private Banking
Education
Carleton University 1984 — 1988
Bachelor of Arts (BA), Political Science and Economics
Spike Lobdell Spike Lobdell's J.P. Morgan Experience June 1978 - October 2005
Job President of the New England Science & Sailing Foundation
Industry Higher Education
Experience
New England Science & Sailing Foundation September 2008 - Present
XL Capital April 2006 - November 2008
JP Morgan June 1978 - October 2005
Skills
Strategic Planning, Strategic Alliances, Mergers, Investments, Corporate Finance, Portfolio Management, Financial Modeling, Alternative Investments, Valuation, Equities, Capital Markets, Asset Managment, Leadership Management, Mergers & Acquisitions, Investment Banking, Outsourcing, Strategic Intelligence, Leadership, Strategy, Asset Management, Risk Management, Strategic Consulting, Corporate Strategy..., Project Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Bucknell University 1975 — 1979
BA, Psychology and Business Management
New England Science & Sailing Foundation September 2008 - Present
XL Capital April 2006 - November 2008
JP Morgan June 1978 - October 2005
Skills
Strategic Planning, Strategic Alliances, Mergers, Investments, Corporate Finance, Portfolio Management, Financial Modeling, Alternative Investments, Valuation, Equities, Capital Markets, Asset Managment, Leadership Management, Mergers & Acquisitions, Investment Banking, Outsourcing, Strategic Intelligence, Leadership, Strategy, Asset Management, Risk Management, Strategic Consulting, Corporate Strategy..., Project Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
Bucknell University 1975 — 1979
BA, Psychology and Business Management
Carey Pack Carey Pack's J.P. Morgan Experience 1980 - 1991
Job President at CSP Advisors, LLC
Industry Financial Services
Experience
CONVERGEX EXECUTION SOLUTIONS, LLC 2002 - 2013
CONVERGEX EXECUTION SOLUTIONS, LLC 1999 - 2002
SALOMON BROTHERS/SALOMON SMITH BARNEY 1991 - 1999
JP Morgan 1980 - 1991
Skills
Global CEO, Mergers & Acquisitions, Leadership, Strategic Planning, Product Development, Business Development, Client Development, Operational Excellence, Organizational..., Managerial Finance, Strategy, Marketing & Sales, Talent Development, Financial Management, Results Oriented, Global Perspective, Goal Oriented, Risk Management, Start-ups, Talent Management, Hedge Funds, Financial Services, Portfolio Management, Capital Markets, Securities, Finance, Management
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA)
State University of New York at Stony Brook
Bachelor of Arts (BA)
CONVERGEX EXECUTION SOLUTIONS, LLC 2002 - 2013
CONVERGEX EXECUTION SOLUTIONS, LLC 1999 - 2002
SALOMON BROTHERS/SALOMON SMITH BARNEY 1991 - 1999
JP Morgan 1980 - 1991
Skills
Global CEO, Mergers & Acquisitions, Leadership, Strategic Planning, Product Development, Business Development, Client Development, Operational Excellence, Organizational..., Managerial Finance, Strategy, Marketing & Sales, Talent Development, Financial Management, Results Oriented, Global Perspective, Goal Oriented, Risk Management, Start-ups, Talent Management, Hedge Funds, Financial Services, Portfolio Management, Capital Markets, Securities, Finance, Management
Education
Carnegie Mellon University - Tepper School of Business
Master of Business Administration (MBA)
State University of New York at Stony Brook
Bachelor of Arts (BA)
Russell Molina Russell Molina's J.P. Morgan Experience August 1997 - April 2006
Job Portfolio Trading Salestrader
Industry Investment Banking
Experience
Citi May 2006 - Present
JP Morgan August 1997 - April 2006
Lehman Brothers July 1995 - September 1997
Skills
Equities, Electronic Trading
Education
Carnegie Mellon University 1991 — 1995
B.S., Industrial Management
Carnegie Mellon University 1991 — 1995
BS, Industrial Mgmt
Citi May 2006 - Present
JP Morgan August 1997 - April 2006
Lehman Brothers July 1995 - September 1997
Skills
Equities, Electronic Trading
Education
Carnegie Mellon University 1991 — 1995
B.S., Industrial Management
Carnegie Mellon University 1991 — 1995
BS, Industrial Mgmt
Curtis Robb Curtis Robb's J.P. Morgan Experience 1980 - 1995
Job Chief Financial Officer at IRX Therapeutics
Industry Financial Services
Experience
IRX Therapeutics, Inc. May 2014 - Present
IRX Therapeutics, Inc. May 2013 - April 2014
Robb Associates LLC April 2011 - April 2013
Crane Co. June 2005 - March 2011
Robb Associates LLC 2002 - 2004
CCF Charterhouse 1995 - 2002
HSBC Investment Bank / Crédit Commercial de France 1995 - 2002
JP Morgan 1980 - 1995
Skills
Mergers, Business Strategy, Negotiation, Divestitures, Corporate Development, Due Diligence, Strategic Planning, Corporate Finance, Valuation, Acquisition Integration, Aerospace, Banking, Strategy, Finance, LBO, Mergers & Acquisitions, Business Development, Financial Analysis, Financial Modeling, Analysis, Executive Management, Management, Private Equity, Investment Banking, Cross-functional Team..., Risk Management, Financial Structuring, Business Valuation, Leadership, Start-ups, Acquisitions, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
University of Cambridge 1976 — 1978
MA, Economics & Politics
Brown University 1972 — 1976
AB, Mathematical Economics
Canterbury School 1968 — 1972
IRX Therapeutics, Inc. May 2014 - Present
IRX Therapeutics, Inc. May 2013 - April 2014
Robb Associates LLC April 2011 - April 2013
Crane Co. June 2005 - March 2011
Robb Associates LLC 2002 - 2004
CCF Charterhouse 1995 - 2002
HSBC Investment Bank / Crédit Commercial de France 1995 - 2002
JP Morgan 1980 - 1995
Skills
Mergers, Business Strategy, Negotiation, Divestitures, Corporate Development, Due Diligence, Strategic Planning, Corporate Finance, Valuation, Acquisition Integration, Aerospace, Banking, Strategy, Finance, LBO, Mergers & Acquisitions, Business Development, Financial Analysis, Financial Modeling, Analysis, Executive Management, Management, Private Equity, Investment Banking, Cross-functional Team..., Risk Management, Financial Structuring, Business Valuation, Leadership, Start-ups, Acquisitions, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
University of Cambridge 1976 — 1978
MA, Economics & Politics
Brown University 1972 — 1976
AB, Mathematical Economics
Canterbury School 1968 — 1972
Jonathan Lieber Jonathan Lieber's J.P. Morgan Experience May 1993 - March 1995
Job Senior Portfolio Manager at Catlin Insurance
Industry Financial Services
Experience
Catlin Insurance June 2012 - Present
Stifel Nicolaus February 2010 - June 2012
Countrywide February 2002 - February 2010
Prudential Securities July 1998 - November 2000
Chase Securities March 1995 - July 1998
JP Morgan May 1993 - March 1995
Equitable Life 1991 - 1993
First Boston 1987 - 1990
Skills
Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Finance
Catlin Insurance June 2012 - Present
Stifel Nicolaus February 2010 - June 2012
Countrywide February 2002 - February 2010
Prudential Securities July 1998 - November 2000
Chase Securities March 1995 - July 1998
JP Morgan May 1993 - March 1995
Equitable Life 1991 - 1993
First Boston 1987 - 1990
Skills
Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Finance
Richard Shiu Richard Shiu's J.P. Morgan Experience May 1996 - September 1998
Job Managing Member, New York Real Estate Partners
Industry Real Estate
Experience
New York Real Estate Partners, LLC December 2004 - Present
Keller Williams NYC November 2011 - Present
Hagstromer & Qviberg January 1998 - August 2004
JP Morgan May 1996 - September 1998
Skills
Real Estate, Real Estate Transactions, Investment Properties, Sellers, Rentals, Condos, Real Estate Development, Apartments, Residential Homes, Investors, Real Estate Economics, Property Management, Relocation, Leases, First Time Home Buyers, Buyer Representation, Luxury, Brokerage, Investments, Selling, Equities, Property, Short Sales, Hedge Funds, Townhomes, Buyers, Real Estate Financing
Education
Bucknell University 1992 — 1996
Bachelor of Arts (BA), Finance, Economics, Classic and Sociology
Benjamin Cardozo HS 1988 — 1992
New York Real Estate Partners, LLC December 2004 - Present
Keller Williams NYC November 2011 - Present
Hagstromer & Qviberg January 1998 - August 2004
JP Morgan May 1996 - September 1998
Skills
Real Estate, Real Estate Transactions, Investment Properties, Sellers, Rentals, Condos, Real Estate Development, Apartments, Residential Homes, Investors, Real Estate Economics, Property Management, Relocation, Leases, First Time Home Buyers, Buyer Representation, Luxury, Brokerage, Investments, Selling, Equities, Property, Short Sales, Hedge Funds, Townhomes, Buyers, Real Estate Financing
Education
Bucknell University 1992 — 1996
Bachelor of Arts (BA), Finance, Economics, Classic and Sociology
Benjamin Cardozo HS 1988 — 1992
Miral Kim-E's J.P. Morgan Experience February 1992 - May 1995
Job VP, Research & Operations
Industry Financial Services
Experience
HAV Capital April 2014 - Present
FreshFoodToYou.com May 2011 - Present
MEK Inc. May 1995 - Present
HAV Capital August 2012 - April 2014
SmartGrow January 2011 - August 2012
Finacorp Securities November 2009 - June 2010
Netbonds Inc March 2000 - January 2009
MEK Securities August 1996 - September 2006
JP Morgan February 1992 - May 1995
Morgan Stanley January 1988 - February 1992
Skills
Capital Markets, Bonds, Fixed Income, Equities, Portfolio Management, Asset Managment, Structured Products, Valuation, Alternative Investments, Bloomberg, Asset Management, Derivatives, Corporate Finance, Series 7, Mutual Funds, Electronic Trading, Private Equity, Securities, Trading, Options, Investment Banking, Investments, Hedge Funds, Financial Markets, Asset Allocation, Investment Strategies
Education
Massachusetts Institute of Technology 1978 — 1984
MS, PhD, Chemical Engineering
Caltech 1974 — 1978
BS, Chemical Engineering
HAV Capital April 2014 - Present
FreshFoodToYou.com May 2011 - Present
MEK Inc. May 1995 - Present
HAV Capital August 2012 - April 2014
SmartGrow January 2011 - August 2012
Finacorp Securities November 2009 - June 2010
Netbonds Inc March 2000 - January 2009
MEK Securities August 1996 - September 2006
JP Morgan February 1992 - May 1995
Morgan Stanley January 1988 - February 1992
Skills
Capital Markets, Bonds, Fixed Income, Equities, Portfolio Management, Asset Managment, Structured Products, Valuation, Alternative Investments, Bloomberg, Asset Management, Derivatives, Corporate Finance, Series 7, Mutual Funds, Electronic Trading, Private Equity, Securities, Trading, Options, Investment Banking, Investments, Hedge Funds, Financial Markets, Asset Allocation, Investment Strategies
Education
Massachusetts Institute of Technology 1978 — 1984
MS, PhD, Chemical Engineering
Caltech 1974 — 1978
BS, Chemical Engineering
Gail Goddard Gail Goddard's J.P. Morgan Experience 1986 - 1992
Job Executive Compensation at The Hartford
Industry Human Resources
Experience
The Hartford November 2010 - Present
UTC November 1992 - February 2009
JP Morgan 1986 - 1992
Skills
Executive Pay, Process Improvement, Employee Benefits, Organizational Design, Deferred Compensation, Employee Engagement, Human Resources, Program Management, Talent Management, Strategy, Change Management, Succession Planning
Education
Brown University
BA, International Relations
Cornell University
MPS, Human Resources
The Hartford November 2010 - Present
UTC November 1992 - February 2009
JP Morgan 1986 - 1992
Skills
Executive Pay, Process Improvement, Employee Benefits, Organizational Design, Deferred Compensation, Employee Engagement, Human Resources, Program Management, Talent Management, Strategy, Change Management, Succession Planning
Education
Brown University
BA, International Relations
Cornell University
MPS, Human Resources
Dave Winig's J.P. Morgan Experience June 2008 - May 2009
Job
Industry Capital Markets
Experience
Deutsche Bank May 2009 - Present
JP Morgan June 2008 - May 2009
Bear Stearns July 2005 - June 2008
Exigen 2003 - 2005
Crosslinks January 2000 - January 2003
Bloomberg L.P. 1996 - 2000
Motorola 1993 - 1996
Education
University of Illinois at Chicago 1994 — 1996
M.S., Electrical and Computer Engineering
Carnegie Mellon University 1989 — 1993
Deutsche Bank May 2009 - Present
JP Morgan June 2008 - May 2009
Bear Stearns July 2005 - June 2008
Exigen 2003 - 2005
Crosslinks January 2000 - January 2003
Bloomberg L.P. 1996 - 2000
Motorola 1993 - 1996
Education
University of Illinois at Chicago 1994 — 1996
M.S., Electrical and Computer Engineering
Carnegie Mellon University 1989 — 1993
Elizabeth Allen Brett Elizabeth Allen Brett's J.P. Morgan Experience 1999 - 2000
Job Marketing and Product Development
Industry Financial Services
Experience
Neczus Inc. 2012 - Present
Morgan Stanley 2011 - 2012
Time, Inc. 2008 - 2009
MasterCard 2006 - 2008
Smith Barney 2001 - 2004
JP Morgan 1999 - 2000
MasterCard 1994 - 1999
American Express 1991 - 1994
Skills
Marketing Strategy, Product Development, Positioning, Strategic Alliances, Loyalty Programs, Strategic Partnerships, Financial Services, Product Management, Segmentation, Direct Marketing, Cross-functional Team..., Thought Leadership, Management, Business Development, Strategy, Program Management, Sales, Business Strategy, Marketing, CRM, Leadership, Team Building
Education
Columbia University - Columbia Business School
M.S., Business.
Brown University
A.B., Comparative Literature
Neczus Inc. 2012 - Present
Morgan Stanley 2011 - 2012
Time, Inc. 2008 - 2009
MasterCard 2006 - 2008
Smith Barney 2001 - 2004
JP Morgan 1999 - 2000
MasterCard 1994 - 1999
American Express 1991 - 1994
Skills
Marketing Strategy, Product Development, Positioning, Strategic Alliances, Loyalty Programs, Strategic Partnerships, Financial Services, Product Management, Segmentation, Direct Marketing, Cross-functional Team..., Thought Leadership, Management, Business Development, Strategy, Program Management, Sales, Business Strategy, Marketing, CRM, Leadership, Team Building
Education
Columbia University - Columbia Business School
M.S., Business.
Brown University
A.B., Comparative Literature
Suzanne Penavić's J.P. Morgan Experience July 1987 - July 1991
Job Build and implement employee engagement, diversity & inclusion and corporate social responsibility programs and polices.
Industry Information Technology and Services
Experience
SunGard January 2012 - Present
SunGard November 2009 - March 2012
SunGard January 2008 - November 2009
SunGard STeP January 2006 - January 2008
Mantas, Inc 2004 - 2006
SunGard ePI February 2000 - January 2004
Microbank Software July 1991 - February 2000
JP Morgan July 1987 - July 1991
Skills
Employee Engagement, Diversity Program..., Corporate Social..., Project Management, Program Management, Strategic Planning, Strategy, Public Speaking, Leadership, Financial Services, Cross-functional Team..., Enterprise Software, Thought Leadership, Pre-sales, Integration
Education
Cornell University ILR School
M.P.S, Human Resources
Cornell University 1985 — 1987
BS, Developmental Psychology
Broome Community College 1983 — 1985
AA, Liberal Arts
SunGard January 2012 - Present
SunGard November 2009 - March 2012
SunGard January 2008 - November 2009
SunGard STeP January 2006 - January 2008
Mantas, Inc 2004 - 2006
SunGard ePI February 2000 - January 2004
Microbank Software July 1991 - February 2000
JP Morgan July 1987 - July 1991
Skills
Employee Engagement, Diversity Program..., Corporate Social..., Project Management, Program Management, Strategic Planning, Strategy, Public Speaking, Leadership, Financial Services, Cross-functional Team..., Enterprise Software, Thought Leadership, Pre-sales, Integration
Education
Cornell University ILR School
M.P.S, Human Resources
Cornell University 1985 — 1987
BS, Developmental Psychology
Broome Community College 1983 — 1985
AA, Liberal Arts
Aaron Stubbs Aaron Stubbs's J.P. Morgan Experience June 2000 - June 2004
Job Hyperion Consultant at Pearson plc
Industry Insurance
Experience
Pearson plc June 2012 - Present
MetLife February 2010 - March 2012
Decision Support Technology February 2007 - July 2009
Vertis August 2005 - February 2007
JP Morgan June 2000 - June 2004
Progressive Insurance October 1998 - June 2000
Federated Investors 1996 - 1998
Skills
Essbase, Hyperion, Planning, Hyperion Planning, Hyperion Essbase, Project Management, Visio, Executive Viewer, Shared Services, ERP, OLAP, OBIEE, Business Intelligence, Manager, Hyperion Certified..., Project, Fusion, Oracle, Hyperion HFM, HFM, VBA, Leadership, Hyperion Enterprise, Oracle Applications, Finance, Requirements Gathering, EPM, ETL, Management
Education
Carnegie Mellon University 1994 — 1996
Masters of Science, Finance, MIS
University of Pittsburgh 1990 — 1994
BS, Accounting and Management
Pearson plc June 2012 - Present
MetLife February 2010 - March 2012
Decision Support Technology February 2007 - July 2009
Vertis August 2005 - February 2007
JP Morgan June 2000 - June 2004
Progressive Insurance October 1998 - June 2000
Federated Investors 1996 - 1998
Skills
Essbase, Hyperion, Planning, Hyperion Planning, Hyperion Essbase, Project Management, Visio, Executive Viewer, Shared Services, ERP, OLAP, OBIEE, Business Intelligence, Manager, Hyperion Certified..., Project, Fusion, Oracle, Hyperion HFM, HFM, VBA, Leadership, Hyperion Enterprise, Oracle Applications, Finance, Requirements Gathering, EPM, ETL, Management
Education
Carnegie Mellon University 1994 — 1996
Masters of Science, Finance, MIS
University of Pittsburgh 1990 — 1994
BS, Accounting and Management
Marc Allinson Marc Allinson's J.P. Morgan Experience 1975 - 2002
Job President at International Society of Transport Aircraft Trading (ISTAT)
Industry Airlines/Aviation
Experience
International Society of Transport Aircraft Trading (ISTAT) March 2015 - Present
Global Principal Finance Company, LLC January 2008 - Present
Rolls-Royce North America May 2004 - May 2013
JP Morgan 1975 - 2002
JPMorgan 1975 - 2002
Chase Manhattan Bank 1975 - 1976
Skills
Corporate Finance, Asset Managment, Structured Finance, Capital Markets, Investment Banking, Portfolio Management, Private Equity, Restructuring, Financial Structuring, Due Diligence, Business Planning, Asset Management, Financial Analysis, Financial Risk, Risk Management, Finance, Leveraged Finance, Executive Management, Investments, Managerial Finance, Strategy, Venture Capital, Emerging Markets, Banking, Business Strategy, Investor Relations, Management, Management Consulting
Education
Carnegie Mellon University - Tepper School of Business 1973 — 1975
MBA, Accounting and Marketing
Union College 1969 — 1973
BS, Mathematics
International Society of Transport Aircraft Trading (ISTAT) March 2015 - Present
Global Principal Finance Company, LLC January 2008 - Present
Rolls-Royce North America May 2004 - May 2013
JP Morgan 1975 - 2002
JPMorgan 1975 - 2002
Chase Manhattan Bank 1975 - 1976
Skills
Corporate Finance, Asset Managment, Structured Finance, Capital Markets, Investment Banking, Portfolio Management, Private Equity, Restructuring, Financial Structuring, Due Diligence, Business Planning, Asset Management, Financial Analysis, Financial Risk, Risk Management, Finance, Leveraged Finance, Executive Management, Investments, Managerial Finance, Strategy, Venture Capital, Emerging Markets, Banking, Business Strategy, Investor Relations, Management, Management Consulting
Education
Carnegie Mellon University - Tepper School of Business 1973 — 1975
MBA, Accounting and Marketing
Union College 1969 — 1973
BS, Mathematics
Reid Guenther Reid Guenther's J.P. Morgan Experience 2006 - 2008
Job Chief Analyst at Main Street Quant, LLC
Industry Capital Markets
Experience
Main Street Quant, LLC 2014 - Present
UBS Securities Co., Ltd 2010 - 2014
JP Morgan 2006 - 2008
3M 1995 - 2001
Skills
Fixed Income, C++, Derivatives, Equity Derivatives, Credit, Hedge Funds, Structured Products, Quantitative Investing, Quantitative Finance, Investment Banking, Bloomberg, Equities
Education
Carnegie Mellon University - Tepper School of Business
MS, Computational Finance
Rice University
BA, Physics
The University of Texas at Austin
PhD, Physics - Numerical Relativity
Main Street Quant, LLC 2014 - Present
UBS Securities Co., Ltd 2010 - 2014
JP Morgan 2006 - 2008
3M 1995 - 2001
Skills
Fixed Income, C++, Derivatives, Equity Derivatives, Credit, Hedge Funds, Structured Products, Quantitative Investing, Quantitative Finance, Investment Banking, Bloomberg, Equities
Education
Carnegie Mellon University - Tepper School of Business
MS, Computational Finance
Rice University
BA, Physics
The University of Texas at Austin
PhD, Physics - Numerical Relativity
Richard Smolen's J.P. Morgan Experience July 2010 - February 2012
Job Consulting Manager, Systems Development, Capital Markets Hedging at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
Prudential Financial February 2012 - March 2015
JP Morgan July 2010 - February 2012
Prudential Financial May 2002 - July 2010
Byron Preiss Multimedia March 1996 - September 1997
Skills
Business Analysis, Software Development, SDLC, Systems Analysis, Sybase, Data Analysis, Enterprise Architecture, SQL, Fixed Income, IT Strategy, Requirements Analysis, Requirements Gathering, Financial Services, SOA, Unix, DB2, Project Management, Software Project..., Risk Management, Oracle, Websphere, Data Modeling, Project Planning, Visio, Java, Microsoft SQL Server, ION Marketview, Bloomberg Terminal, Bloomberg Data License, Python, JavaScript, GWT, Tomcat, Eclipse, Finance, Fixed Income Technology, Spring, Version Control SVN, PVCS, PL/SQL, J2EE Application..., J2EE Web Services, JMS, JDBC, GXT, Core Java, Market Risk, Subversion
Education
New York University - Leonard N. Stern School of Business 2004 — 2009
MBA, Management
Stevens Institute of Technology 2003 — 2004
Information Systems
Carnegie Mellon University 1991 — 1995
BA, English
Prudential Financial April 2015 - Present
Prudential Financial February 2012 - March 2015
JP Morgan July 2010 - February 2012
Prudential Financial May 2002 - July 2010
Byron Preiss Multimedia March 1996 - September 1997
Skills
Business Analysis, Software Development, SDLC, Systems Analysis, Sybase, Data Analysis, Enterprise Architecture, SQL, Fixed Income, IT Strategy, Requirements Analysis, Requirements Gathering, Financial Services, SOA, Unix, DB2, Project Management, Software Project..., Risk Management, Oracle, Websphere, Data Modeling, Project Planning, Visio, Java, Microsoft SQL Server, ION Marketview, Bloomberg Terminal, Bloomberg Data License, Python, JavaScript, GWT, Tomcat, Eclipse, Finance, Fixed Income Technology, Spring, Version Control SVN, PVCS, PL/SQL, J2EE Application..., J2EE Web Services, JMS, JDBC, GXT, Core Java, Market Risk, Subversion
Education
New York University - Leonard N. Stern School of Business 2004 — 2009
MBA, Management
Stevens Institute of Technology 2003 — 2004
Information Systems
Carnegie Mellon University 1991 — 1995
BA, English
Eric Cohen Eric Cohen's J.P. Morgan Experience June 1992 - March 1995
Job SVP Strategy and Corporate Development at Dolby Laboratories
Industry Consumer Electronics
Experience
7digital Group October 2012 - Present
Dolby Laboratories May 2008 - September 2015
Via Licensing Corporation February 2009 - June 2015
Cowen Group, Inc. April 1998 - April 2008
Volpe Brown Whelan March 1995 - April 1997
JP Morgan June 1992 - March 1995
CS First Boston July 1979 - June 1992
Skills
Mergers, Corporate Finance, Business Strategy, Corporate Development, Strategic Partnerships, IPO, M&A experience, Due Diligence, Private Equity, Acquisition Integration, Divestitures, Financial Modeling, Digital Media, Mergers & Acquisitions, Strategy, Licensing, Start-ups, Venture Capital, Management
Education
Stanford University Graduate School of Business 1981 — 1983
MBA, Business
Brown University 1975 — 1979
Sc.B., Applied Mathematics and Economics
7digital Group October 2012 - Present
Dolby Laboratories May 2008 - September 2015
Via Licensing Corporation February 2009 - June 2015
Cowen Group, Inc. April 1998 - April 2008
Volpe Brown Whelan March 1995 - April 1997
JP Morgan June 1992 - March 1995
CS First Boston July 1979 - June 1992
Skills
Mergers, Corporate Finance, Business Strategy, Corporate Development, Strategic Partnerships, IPO, M&A experience, Due Diligence, Private Equity, Acquisition Integration, Divestitures, Financial Modeling, Digital Media, Mergers & Acquisitions, Strategy, Licensing, Start-ups, Venture Capital, Management
Education
Stanford University Graduate School of Business 1981 — 1983
MBA, Business
Brown University 1975 — 1979
Sc.B., Applied Mathematics and Economics
Lee Scarborough Lee Scarborough's J.P. Morgan Experience July 2006 - August 2008
Job Brand Planning Director at Nike
Industry Marketing and Advertising
Experience
Nike October 2013 - Present
Comcast July 2012 - October 2013
Comcast June 2011 - August 2011
Tasti D-Lite September 2008 - July 2010
JP Morgan July 2006 - August 2008
JP Morgan October 2004 - August 2006
Skills
Financial Modeling, Financial Analysis, Analytics, Strategic Planning, Strategy, Marketing Strategy, E-commerce, SEO, Marketing, Business Planning, Brand Management, Segmentation, Product Development, Web Analytics, Strategic Partnerships
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Strategy
Bucknell University 1998 — 2002
BSBA, Accounting
A.I.
Nike October 2013 - Present
Comcast July 2012 - October 2013
Comcast June 2011 - August 2011
Tasti D-Lite September 2008 - July 2010
JP Morgan July 2006 - August 2008
JP Morgan October 2004 - August 2006
Skills
Financial Modeling, Financial Analysis, Analytics, Strategic Planning, Strategy, Marketing Strategy, E-commerce, SEO, Marketing, Business Planning, Brand Management, Segmentation, Product Development, Web Analytics, Strategic Partnerships
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Strategy
Bucknell University 1998 — 2002
BSBA, Accounting
A.I.
Kai Kang's J.P. Morgan Experience June 2011 - December 2011
Job Software Engineer at Amazon
Industry Computer Software
Experience
Amazon June 2014 - Present
Terra Technology March 2013 - June 2014
Goldman Sachs April 2012 - March 2013
JP Morgan June 2011 - December 2011
Skills
Java, Hadoop, HBase, Redis, Objective-C, Scala, PL/SQL, MongoDB, iPhone Application..., iOS development, Android Development, VBA, Financial Modeling, Equities, Options, R, Matlab, Statistics, SQL, Strategy, Derivatives, Fixed Income, Trading Systems, Bloomberg, Cocoa Touch, Python, Cocos2d, C++
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
MS, Computational Finance
Northwestern University 2008 — 2010
BA, Economics and Mathematics
University of Illinois at Urbana-Champaign 2006 — 2008
BS, Actualrial Science
Amazon June 2014 - Present
Terra Technology March 2013 - June 2014
Goldman Sachs April 2012 - March 2013
JP Morgan June 2011 - December 2011
Skills
Java, Hadoop, HBase, Redis, Objective-C, Scala, PL/SQL, MongoDB, iPhone Application..., iOS development, Android Development, VBA, Financial Modeling, Equities, Options, R, Matlab, Statistics, SQL, Strategy, Derivatives, Fixed Income, Trading Systems, Bloomberg, Cocoa Touch, Python, Cocos2d, C++
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2011
MS, Computational Finance
Northwestern University 2008 — 2010
BA, Economics and Mathematics
University of Illinois at Urbana-Champaign 2006 — 2008
BS, Actualrial Science
Chandra Metzler's J.P. Morgan Experience 2000 - 2002
Job
Industry Investment Management
Experience
QVT Financial LP - Alternative Asset Management 2013 - Present
AIG 2011 - March 2013
Bank of America Merrill Lynch 2009 - 2011
Deutsche Bank Securities 2002 - 2009
JP Morgan 2000 - 2002
J.P. Morgan 1995 - 1999
Education
New York University 1997 — 2002
Masters, Economics
Brown University 1991 — 1995
BS, Economics - Applied Math, International Development Studies
Stuyvesant High School 1988 — 1991
QVT Financial LP - Alternative Asset Management 2013 - Present
AIG 2011 - March 2013
Bank of America Merrill Lynch 2009 - 2011
Deutsche Bank Securities 2002 - 2009
JP Morgan 2000 - 2002
J.P. Morgan 1995 - 1999
Education
New York University 1997 — 2002
Masters, Economics
Brown University 1991 — 1995
BS, Economics - Applied Math, International Development Studies
Stuyvesant High School 1988 — 1991
Scott Hutchings's J.P. Morgan Experience January 1998 - August 2003
Job Enterprise Support Services at Symantec
Industry Computer Software
Experience
Symantec November 2011 - Present
NIIT Technologies Limited October 2010 - October 2011
Computer Associates, Inc January 2009 - April 2010
Orchestria September 2006 - January 2009
CLS Bank International September 2003 - August 2006
Spherion for JPMORGAN CHASE March 2003 - September 2003
JP Morgan January 1998 - August 2003
BiznessWare, LLC October 1998 - May 2002
Alternative Resources Corporaction for Hewlett Packard April 1997 - November 1997
McAfee November 1995 - March 1997
Skills
Disaster Recovery, Cloud Computing, Active Directory, Security, Windows Server, Data Center, Citrix, Technical Support, Product Management, Virtualization, Software Documentation, System Administration, System Deployment, VMware, Solution Architecture, Information Security, Computer Security, Enterprise Software, Troubleshooting, Testing, Hardware, CRM, Networking, Servers, Information Technology, Integration, Project Management, Windows, SharePoint, Team Leadership, Management, IT Service Management, Network Security, IT Management, Storage, Business Continuity, Microsoft Exchange, TCP/IP, VMware ESX, Firewalls, Enterprise Architecture, IT Strategy, IT Operations, Teamwork, Leadership
Education
Chemeketa Community College 1987 — 1988
n/a
Symantec November 2011 - Present
NIIT Technologies Limited October 2010 - October 2011
Computer Associates, Inc January 2009 - April 2010
Orchestria September 2006 - January 2009
CLS Bank International September 2003 - August 2006
Spherion for JPMORGAN CHASE March 2003 - September 2003
JP Morgan January 1998 - August 2003
BiznessWare, LLC October 1998 - May 2002
Alternative Resources Corporaction for Hewlett Packard April 1997 - November 1997
McAfee November 1995 - March 1997
Skills
Disaster Recovery, Cloud Computing, Active Directory, Security, Windows Server, Data Center, Citrix, Technical Support, Product Management, Virtualization, Software Documentation, System Administration, System Deployment, VMware, Solution Architecture, Information Security, Computer Security, Enterprise Software, Troubleshooting, Testing, Hardware, CRM, Networking, Servers, Information Technology, Integration, Project Management, Windows, SharePoint, Team Leadership, Management, IT Service Management, Network Security, IT Management, Storage, Business Continuity, Microsoft Exchange, TCP/IP, VMware ESX, Firewalls, Enterprise Architecture, IT Strategy, IT Operations, Teamwork, Leadership
Education
Chemeketa Community College 1987 — 1988
n/a
Jeffrey Foote Jeffrey Foote's J.P. Morgan Experience July 2011 - August 2013
Job Associate Underwriter at Starr Companies
Industry Financial Services
Experience
Starr Companies January 2015 - July 2015
Starr Companies August 2013 - January 2015
JP Morgan July 2011 - August 2013
Education
Brown University 2007 — 2011
Economics, American History
Western Reserve Academy 2004 — 2007
Starr Companies January 2015 - July 2015
Starr Companies August 2013 - January 2015
JP Morgan July 2011 - August 2013
Education
Brown University 2007 — 2011
Economics, American History
Western Reserve Academy 2004 — 2007
Ed Griebel Ed Griebel's J.P. Morgan Experience June 1995 - February 1999
Job
Industry Computer Software
Experience
Paychex June 2013 - Present
Axeda Corporation June 2010 - June 2013
Paychex March 2005 - June 2010
directThought/D. O. Tech March 2005 - November 2007
Frontier/Citizens Communications November 2001 - March 2005
Global Crossing March 1999 - November 2001
JP Morgan June 1995 - February 1999
JPMorgan Chase June 1995 - February 1999
Blackrock Financial Management March 1993 - June 1995
Prophet 21, Inc June 1992 - March 1993
Skills
Unix, Java, Software Development, Agile Methodologies, Oracle, PL/SQL, Integration, SOAP, SQL, JSP, JavaScript, Linux, Software Engineering, Java Enterprise Edition, Ant, Tomcat, Spring, XML, Web Services, Databases, CSS, Servlets, Object Oriented Design, SOA, Subversion, Scrum, Software Design, J2EE, Struts, Requirements Analysis, Team Leadership, Hibernate, Eclipse, CVS, Weblogic, Web Applications, JUnit, Architecture, JMS, REST, JDBC, JBoss Application Server, Continuous Integration, Sybase
Education
Bucknell University 1988 — 1992
BS
Paychex June 2013 - Present
Axeda Corporation June 2010 - June 2013
Paychex March 2005 - June 2010
directThought/D. O. Tech March 2005 - November 2007
Frontier/Citizens Communications November 2001 - March 2005
Global Crossing March 1999 - November 2001
JP Morgan June 1995 - February 1999
JPMorgan Chase June 1995 - February 1999
Blackrock Financial Management March 1993 - June 1995
Prophet 21, Inc June 1992 - March 1993
Skills
Unix, Java, Software Development, Agile Methodologies, Oracle, PL/SQL, Integration, SOAP, SQL, JSP, JavaScript, Linux, Software Engineering, Java Enterprise Edition, Ant, Tomcat, Spring, XML, Web Services, Databases, CSS, Servlets, Object Oriented Design, SOA, Subversion, Scrum, Software Design, J2EE, Struts, Requirements Analysis, Team Leadership, Hibernate, Eclipse, CVS, Weblogic, Web Applications, JUnit, Architecture, JMS, REST, JDBC, JBoss Application Server, Continuous Integration, Sybase
Education
Bucknell University 1988 — 1992
BS
Brian Hagerty Brian Hagerty's J.P. Morgan Experience April 2008 - June 2015
Job Senior Director at New York Stock Exchange
Industry Capital Markets
Experience
New York Stock Exchange June 2015 - Present
JP Morgan April 2008 - June 2015
BAE Systems 2006 - 2007
Skills
Valuation, Finance, Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Financial Analysis, Investments, Corporate Finance, Hedge Funds, Strategy, Equity Derivatives, Series 7, Private Equity, Derivatives, Securities, Series 63, Equities, Data Analysis, Financial Markets, M&A experience, Due Diligence, Emerging Markets, Economics, Mergers & Acquisitions, Equity Valuation, Banking, Mutual Funds
Education
Brown University 2002 — 2006
Bachelors, Business Economics
New York Stock Exchange June 2015 - Present
JP Morgan April 2008 - June 2015
BAE Systems 2006 - 2007
Skills
Valuation, Finance, Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Financial Analysis, Investments, Corporate Finance, Hedge Funds, Strategy, Equity Derivatives, Series 7, Private Equity, Derivatives, Securities, Series 63, Equities, Data Analysis, Financial Markets, M&A experience, Due Diligence, Emerging Markets, Economics, Mergers & Acquisitions, Equity Valuation, Banking, Mutual Funds
Education
Brown University 2002 — 2006
Bachelors, Business Economics
Lenore Petteruti's J.P. Morgan Experience July 2013 - Present
Job Managing Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2013 - Present
CQS June 2011 - July 2013
Corbin Capital LLC January 2010 - June 2011
Mezzacappa Management LLC April 2002 - July 2009
ING Alternative Asset Management February 2001 - March 2002
ING Barings November 1995 - February 2001
Merrill Lynch & Co., INC. August 1991 - October 1995
JP Morgan 1986 - 1989
Skills
Hedge Funds, Equities, Derivatives, Due Diligence, Asset Allocation, Risk Management, Financial Risk, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Bloomberg, Investment Strategies, Investment Management, Private Equity, Trading, Commodity, Trading Strategies, Equity Derivatives, Credit Derivatives, Financial Markets, Credit, Asset Management, Securities, Loans, Valuation, Fund Of Funds, Capital Markets, Credit Risk, Venture Capital, Investment Banking, Structured Products, Emerging Markets, Bonds, Series 7, Mutual Funds, High Yield
Education
Brown University 1982 — 1986
B.A., International Relations/Economics
University of Paris-Sorbonne
J.P. Morgan July 2013 - Present
CQS June 2011 - July 2013
Corbin Capital LLC January 2010 - June 2011
Mezzacappa Management LLC April 2002 - July 2009
ING Alternative Asset Management February 2001 - March 2002
ING Barings November 1995 - February 2001
Merrill Lynch & Co., INC. August 1991 - October 1995
JP Morgan 1986 - 1989
Skills
Hedge Funds, Equities, Derivatives, Due Diligence, Asset Allocation, Risk Management, Financial Risk, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Bloomberg, Investment Strategies, Investment Management, Private Equity, Trading, Commodity, Trading Strategies, Equity Derivatives, Credit Derivatives, Financial Markets, Credit, Asset Management, Securities, Loans, Valuation, Fund Of Funds, Capital Markets, Credit Risk, Venture Capital, Investment Banking, Structured Products, Emerging Markets, Bonds, Series 7, Mutual Funds, High Yield
Education
Brown University 1982 — 1986
B.A., International Relations/Economics
University of Paris-Sorbonne
Michael Bidun Michael Bidun's J.P. Morgan Experience 1992 - 1995
Job Managing Member at Tapestry Data, LLC.
Industry Financial Services
Experience
Tapestry Data, LLC November 2013 - Present
Citigroup April 2011 - November 2013
Bank of America October 2010 - February 2011
Barclays Capital June 2009 - June 2010
Morgan Stanley January 2004 - January 2009
Freddie Mac April 2003 - October 2003
Fannie Mae February 2002 - April 2003
Credit Suisse 1998 - 1999
UBS Securities LLC 1997 - 1999
JP Morgan 1992 - 1995
Skills
Derivatives, Risk Management, Market Risk, Program Management, Operational Risk..., Financial Risk, Basel II, Fixed Income, Credit Risk, Vendor Management, Portfolio Management, Financial Services, Equity Derivatives, Credit Derivatives, Management, Data Analysis, Operational Risk, Disaster Recovery, Enterprise Risk..., Analysis, Quantitative Analysis, Data Quality, Analytics, Trading Systems, Capital Markets, Strategy, Mortgage Banking, Key Risk Indicator..., Operational Risk..., Risk Reporting, Risk Aggregation, Supply Management, Trading, Interest Rate..., Investment Banking, Finance, Integration, Sybase, Hedge Funds, Enterprise Software, Prime Brokerage, Supplier Management, Recruiting, Technical Recruiting, Consulting, Business Analysis, Leadership, SDLC, IT Strategy
Education
Brown University 1981 — 1985
BS, Computer Science
wilde lake high school
Tapestry Data, LLC November 2013 - Present
Citigroup April 2011 - November 2013
Bank of America October 2010 - February 2011
Barclays Capital June 2009 - June 2010
Morgan Stanley January 2004 - January 2009
Freddie Mac April 2003 - October 2003
Fannie Mae February 2002 - April 2003
Credit Suisse 1998 - 1999
UBS Securities LLC 1997 - 1999
JP Morgan 1992 - 1995
Skills
Derivatives, Risk Management, Market Risk, Program Management, Operational Risk..., Financial Risk, Basel II, Fixed Income, Credit Risk, Vendor Management, Portfolio Management, Financial Services, Equity Derivatives, Credit Derivatives, Management, Data Analysis, Operational Risk, Disaster Recovery, Enterprise Risk..., Analysis, Quantitative Analysis, Data Quality, Analytics, Trading Systems, Capital Markets, Strategy, Mortgage Banking, Key Risk Indicator..., Operational Risk..., Risk Reporting, Risk Aggregation, Supply Management, Trading, Interest Rate..., Investment Banking, Finance, Integration, Sybase, Hedge Funds, Enterprise Software, Prime Brokerage, Supplier Management, Recruiting, Technical Recruiting, Consulting, Business Analysis, Leadership, SDLC, IT Strategy
Education
Brown University 1981 — 1985
BS, Computer Science
wilde lake high school
Jane Hanley Jane Hanley's J.P. Morgan Experience January 1986 - May 1998
Job Associate Director of Public Relations, Mount Saint Mary College
Industry Writing and Editing
Experience
Mount Saint Mary College 2011 - Present
Mount Saint Mary College November 2011 - June 2014
Mount Saint Mary College September 2007 - October 2011
Hudson Valley Shakespeare Festival 1998 - 2011
Communications Consultant 1998 - 2008
IBM 1999 - 2007
Mid Hudson Animal Aid 1997 - 2007
JP Morgan January 1986 - May 1998
John Wiley and Sons 1985 - 1986
Skills
Technical Writing, Writing For The Web, Business Writing, Search Engine..., Resume Writing, Copy Editing, Copywriting, Advertising Copy, Web Content Management, Editing, Proofreading, Web Project Management, Press Releases, Facebook, Online Marketing, Grant Writing, SEO, Media Relations, Social Networking, Training, Corporate Communications, Marketing, Public Speaking, Editorial, Blogging, Newsletters, Strategic Communications, Marketing Communications, Management, Publishing, Social Media Marketing, Fundraising
Education
Chatham University
Master of Professional Writing (MPW)
Marist College
Bachelor of Arts
Mount Saint Mary College 2011 - Present
Mount Saint Mary College November 2011 - June 2014
Mount Saint Mary College September 2007 - October 2011
Hudson Valley Shakespeare Festival 1998 - 2011
Communications Consultant 1998 - 2008
IBM 1999 - 2007
Mid Hudson Animal Aid 1997 - 2007
JP Morgan January 1986 - May 1998
John Wiley and Sons 1985 - 1986
Skills
Technical Writing, Writing For The Web, Business Writing, Search Engine..., Resume Writing, Copy Editing, Copywriting, Advertising Copy, Web Content Management, Editing, Proofreading, Web Project Management, Press Releases, Facebook, Online Marketing, Grant Writing, SEO, Media Relations, Social Networking, Training, Corporate Communications, Marketing, Public Speaking, Editorial, Blogging, Newsletters, Strategic Communications, Marketing Communications, Management, Publishing, Social Media Marketing, Fundraising
Education
Chatham University
Master of Professional Writing (MPW)
Marist College
Bachelor of Arts
Christian Ryan Christian Ryan's J.P. Morgan Experience 2000 - 2001
Job Production Manager at Shmaltz Brewing
Industry Food & Beverages
Experience
Shmaltz Brewing Company December 2014 - Present
Cape Commons Brewing February 2014 - October 2014
Blue Point Brewing January 2012 - February 2014
Meantime Brewing December 2009 - May 2012
River Horse Brewing Co September 2007 - September 2009
Harpoon Brewery June 2007 - June 2007
Goldman Sachs Asset Management 2002 - 2006
JP Morgan 2000 - 2001
Skills
Brewing, Packaging, Management, Sales, Professional Mentoring, Brewery, Food, Beer, Supply Chain, Beverage Industry, Logistics, Filtration, Sales Management, Marketing Strategy, Alcoholic Beverages, Food & Beverage, Product Development, Food Safety
Education
University of California, Davis 2007 — 2007
Certificate, Master Brewers Program
Bucknell University 1995 — 1999
BA, Business Administration, Physics, Philosophy
Shmaltz Brewing Company December 2014 - Present
Cape Commons Brewing February 2014 - October 2014
Blue Point Brewing January 2012 - February 2014
Meantime Brewing December 2009 - May 2012
River Horse Brewing Co September 2007 - September 2009
Harpoon Brewery June 2007 - June 2007
Goldman Sachs Asset Management 2002 - 2006
JP Morgan 2000 - 2001
Skills
Brewing, Packaging, Management, Sales, Professional Mentoring, Brewery, Food, Beer, Supply Chain, Beverage Industry, Logistics, Filtration, Sales Management, Marketing Strategy, Alcoholic Beverages, Food & Beverage, Product Development, Food Safety
Education
University of California, Davis 2007 — 2007
Certificate, Master Brewers Program
Bucknell University 1995 — 1999
BA, Business Administration, Physics, Philosophy
Alan Church Alan Church's J.P. Morgan Experience 1992 - 1995
Job Customer/Marketing Data Analyst and Manager
Industry Financial Services
Experience
Charlotte CROP Hunger Walk March 2013 - Present
Center for Community Transitions June 2015 - Present
Urban Ministry Center January 2015 - Present
Bank of America April 2011 - December 2014
Bank of America May 2004 - March 2011
Bank of America February 2003 - April 2004
Bank of America June 2002 - January 2003
Bank of America February 1996 - June 2002
JP Morgan 1992 - 1995
ORC International 1991 - 1992
Skills
Six Sigma, Vendor Management, Business Process..., Risk Management, Process Improvement, Supply Chain, Supply Chain Management, Change Management, Banking, Cross-functional Team..., Strategy, Strategic Planning, Operations Management, Business Analysis, Team Leadership, Operational Risk..., Data Analytics, Performance Management, Marketing Research, Data Analysis, Microsoft Excel, MS Excel Pivot Tables, Excel Pivot, Business Intelligence, Customer Data, Customer Satisfaction..., Non-profit Volunteering, Microsoft SQL Server, SQL, Power BI, Survey Design, Survey Research, Microsoft Office
Education
Haslam College of Business at the University of Tennessee
MBA
Central Piedmont Community College 2015 — 2015
Awarded Scholarship: Reach IT Program
The University of Tennessee at Chattanooga
Bachelor’s Degree
Charlotte CROP Hunger Walk March 2013 - Present
Center for Community Transitions June 2015 - Present
Urban Ministry Center January 2015 - Present
Bank of America April 2011 - December 2014
Bank of America May 2004 - March 2011
Bank of America February 2003 - April 2004
Bank of America June 2002 - January 2003
Bank of America February 1996 - June 2002
JP Morgan 1992 - 1995
ORC International 1991 - 1992
Skills
Six Sigma, Vendor Management, Business Process..., Risk Management, Process Improvement, Supply Chain, Supply Chain Management, Change Management, Banking, Cross-functional Team..., Strategy, Strategic Planning, Operations Management, Business Analysis, Team Leadership, Operational Risk..., Data Analytics, Performance Management, Marketing Research, Data Analysis, Microsoft Excel, MS Excel Pivot Tables, Excel Pivot, Business Intelligence, Customer Data, Customer Satisfaction..., Non-profit Volunteering, Microsoft SQL Server, SQL, Power BI, Survey Design, Survey Research, Microsoft Office
Education
Haslam College of Business at the University of Tennessee
MBA
Central Piedmont Community College 2015 — 2015
Awarded Scholarship: Reach IT Program
The University of Tennessee at Chattanooga
Bachelor’s Degree
Scott Elaine Case Scott Elaine Case's J.P. Morgan Experience 1985 - 1996
Job Next World Group
Industry Consumer Goods
Experience
Next World Group November 2013 - Present
Mighty Leaf Tea August 2014 - Present
Timbuk2 2005 - 2013
VMG Partners January 2005 - March 2012
Colorescience December 2008 - 2011
Timbuk2 Designs Inc 2006 - 2006
The Shansby Group June 2002 - January 2005
Deutsche Bank June 1999 - April 2002
Merrill Lynch May 1996 - October 1998
JP Morgan 1985 - 1996
Education
Bucknell University 1981 — 1985
BS, Computer Science
Next World Group November 2013 - Present
Mighty Leaf Tea August 2014 - Present
Timbuk2 2005 - 2013
VMG Partners January 2005 - March 2012
Colorescience December 2008 - 2011
Timbuk2 Designs Inc 2006 - 2006
The Shansby Group June 2002 - January 2005
Deutsche Bank June 1999 - April 2002
Merrill Lynch May 1996 - October 1998
JP Morgan 1985 - 1996
Education
Bucknell University 1981 — 1985
BS, Computer Science
Lewis Lau Lewis Lau's J.P. Morgan Experience July 2000 - July 2002
Job Global Innovation Baby Franchise at Johnson & Johnson
Industry Consumer Goods
Experience
Johnson & Johnson March 2015 - Present
Johnson & Johnson February 2013 - March 2015
Johnson & Johnson October 2012 - February 2013
Johnson & Johnson April 2011 - October 2012
In Aug 2010, I voluntarily left SC Johnson to travel August 2010 - March 2011
SC Johnson July 2009 - August 2010
SC Johnson January 2008 - July 2009
SC Johnson August 2006 - January 2008
University of Petroleum, Beijing September 2002 - June 2003
JP Morgan July 2000 - July 2002
Skills
Customer Insight, Consumer Products, Brand Management, Segmentation, Competitive Analysis, Cross-functional Team..., Product Innovation, Marketing Strategy, Product Marketing, Market Research, Marketing Research, Product Development
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing, Finance
Brown University 1996 — 2000
BA, Organizational Behavior & Management, Business Economics
University of the Western Cape/Universiteit van Wes-Kaapland 1999 — 1999
Semester Abroad Program
Johnson & Johnson March 2015 - Present
Johnson & Johnson February 2013 - March 2015
Johnson & Johnson October 2012 - February 2013
Johnson & Johnson April 2011 - October 2012
In Aug 2010, I voluntarily left SC Johnson to travel August 2010 - March 2011
SC Johnson July 2009 - August 2010
SC Johnson January 2008 - July 2009
SC Johnson August 2006 - January 2008
University of Petroleum, Beijing September 2002 - June 2003
JP Morgan July 2000 - July 2002
Skills
Customer Insight, Consumer Products, Brand Management, Segmentation, Competitive Analysis, Cross-functional Team..., Product Innovation, Marketing Strategy, Product Marketing, Market Research, Marketing Research, Product Development
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing, Finance
Brown University 1996 — 2000
BA, Organizational Behavior & Management, Business Economics
University of the Western Cape/Universiteit van Wes-Kaapland 1999 — 1999
Semester Abroad Program
Bill Epifanio Bill Epifanio's J.P. Morgan Experience September 1996 - December 2000
Job CEO & Founder at Stratis Investments, LLC
Industry Investment Management
Experience
Stratis Investments, LLC January 2013 - Present
Bridgewater Associates 2010 - 2012
Stratis, LLC December 2008 - 2012
Boys & Girls Clubs of Greenwich 2006 - 2010
CTPartners February 2007 - December 2008
Greenwich Country Day School August 2001 - August 2005
Goldman Sachs & Co. 2000 - 2001
JP Morgan September 1996 - December 2000
DynaMedix Corporation September 1983 - December 1996
McKinsey & Company August 1981 - December 1983
Skills
Hedge Funds, Private Equity, Investment Banking, Wealth Management, Equity Research, Software, Renewable Energy, Clean Technology, Executive Search, Venture Capital, Asset Managment, Capital Markets, Equities, Asset Management, Finance, Business Development, Emerging Markets, Financial Services, Corporate Development, Alternative Investments, Investment Management, Mergers & Acquisitions, Executive Management, Management, Fixed Income, Trading, Investments, Valuation, Financial Markets, Restructuring
Education
Harvard Business School 1989 — 1991
OPM, Business Administration and Management, General
Harvard University 1977 — 1981
A.B., Engineering & Applied Math
Choate Rosemary Hall 1973 — 1977
Stratis Investments, LLC January 2013 - Present
Bridgewater Associates 2010 - 2012
Stratis, LLC December 2008 - 2012
Boys & Girls Clubs of Greenwich 2006 - 2010
CTPartners February 2007 - December 2008
Greenwich Country Day School August 2001 - August 2005
Goldman Sachs & Co. 2000 - 2001
JP Morgan September 1996 - December 2000
DynaMedix Corporation September 1983 - December 1996
McKinsey & Company August 1981 - December 1983
Skills
Hedge Funds, Private Equity, Investment Banking, Wealth Management, Equity Research, Software, Renewable Energy, Clean Technology, Executive Search, Venture Capital, Asset Managment, Capital Markets, Equities, Asset Management, Finance, Business Development, Emerging Markets, Financial Services, Corporate Development, Alternative Investments, Investment Management, Mergers & Acquisitions, Executive Management, Management, Fixed Income, Trading, Investments, Valuation, Financial Markets, Restructuring
Education
Harvard Business School 1989 — 1991
OPM, Business Administration and Management, General
Harvard University 1977 — 1981
A.B., Engineering & Applied Math
Choate Rosemary Hall 1973 — 1977
Avi Robbins Avi Robbins's J.P. Morgan Experience March 2010 - August 2010
Job The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group April 2011 - Present
Wharton Business School 2009 - 2011
JP Morgan March 2010 - August 2010
Morgan Stanley June 2005 - January 2008
Skills
Capital Markets, Restructuring, Trading, High Yield, Special Situations, Financial Modeling, Private Equity, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Fixed Income, Securities, Credit Analysis, Credit, Bonds, Series 7, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (MBA), Finance, General
Brown University 2004 — 2005
M.Sc., Biomedical Engineering
Brown University 2000 — 2004
B.A., Biology
The Blackstone Group April 2011 - Present
Wharton Business School 2009 - 2011
JP Morgan March 2010 - August 2010
Morgan Stanley June 2005 - January 2008
Skills
Capital Markets, Restructuring, Trading, High Yield, Special Situations, Financial Modeling, Private Equity, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Fixed Income, Securities, Credit Analysis, Credit, Bonds, Series 7, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (MBA), Finance, General
Brown University 2004 — 2005
M.Sc., Biomedical Engineering
Brown University 2000 — 2004
B.A., Biology
Pat Miller's J.P. Morgan Experience October 2010 - October 2012
Job Director, High Performance Computing at Citadel LLC
Industry Computer Software
Experience
Citadel LLC June 2015 - Present
Washington Square Technologies December 2014 - May 2015
D. E. Shaw Research June 2014 - December 2014
Jump Trading October 2012 - May 2014
Wall Street Oasis September 2013 - January 2014
Axial September 2013 - 2014
JP Morgan October 2010 - October 2012
D.E. Shaw Research, LLC July 2006 - October 2010
Stanford University September 2005 - April 2009
LLNL September 1986 - July 2006
Skills
C++, Python, High Performance..., Fortran, C, Compilers, Debugging, Parallel Programming, Computer Science, Teaching, Programming, Linux, Unix, Parallel Computing, Scientific Computing, Software Development, Fire Protection, NYS Notary Public, Algorithms, Mathematical Modeling, Algorithm Design, MPI, Unix Shell Scripting, Distributed Systems, Simulations, System Architecture
Education
University of California, Davis 1986 — 1992
Ph.D., Computer Science
California Polytechnic State University-San Luis Obispo 1985 — 1986
MS, Computer Science
University of Nebraska at Omaha 1982 — 1985
BGS, General Studies w/emphasis on computer science
Edison High School 1974 — 1978
San Jose State University
Secondary Teaching Credential, Mathematics
Citadel LLC June 2015 - Present
Washington Square Technologies December 2014 - May 2015
D. E. Shaw Research June 2014 - December 2014
Jump Trading October 2012 - May 2014
Wall Street Oasis September 2013 - January 2014
Axial September 2013 - 2014
JP Morgan October 2010 - October 2012
D.E. Shaw Research, LLC July 2006 - October 2010
Stanford University September 2005 - April 2009
LLNL September 1986 - July 2006
Skills
C++, Python, High Performance..., Fortran, C, Compilers, Debugging, Parallel Programming, Computer Science, Teaching, Programming, Linux, Unix, Parallel Computing, Scientific Computing, Software Development, Fire Protection, NYS Notary Public, Algorithms, Mathematical Modeling, Algorithm Design, MPI, Unix Shell Scripting, Distributed Systems, Simulations, System Architecture
Education
University of California, Davis 1986 — 1992
Ph.D., Computer Science
California Polytechnic State University-San Luis Obispo 1985 — 1986
MS, Computer Science
University of Nebraska at Omaha 1982 — 1985
BGS, General Studies w/emphasis on computer science
Edison High School 1974 — 1978
San Jose State University
Secondary Teaching Credential, Mathematics
Rian Weber, CFA's J.P. Morgan Experience November 2004 - February 2005
Job Senior Research Consultant at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments March 2013 - Present
Wells Fargo Private Bank March 2012 - March 2013
Principal Financial Group June 2007 - March 2012
Franklin Templeton Investments November 2006 - June 2007
Charles Schwab February 2005 - October 2006
JP Morgan November 2004 - February 2005
Etrade Financial June 2003 - October 2004
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Portfolio Management, Finance, Securities, Financial Advisory, Retirement Planning, Alternative Investments, 401k, Wealth Management, Investment Advisory, Asset Managment, Retirement, Fixed Annuities, Fixed Income, Strategic Financial..., Investment Strategies, Bloomberg, Investment Management, Options, Morningstar
Education
California State University-Sacramento 2007 — 2010
MBA, Finance
Chadron State College 1999 — 2002
BA, Finance
Franklin Templeton Investments March 2013 - Present
Wells Fargo Private Bank March 2012 - March 2013
Principal Financial Group June 2007 - March 2012
Franklin Templeton Investments November 2006 - June 2007
Charles Schwab February 2005 - October 2006
JP Morgan November 2004 - February 2005
Etrade Financial June 2003 - October 2004
Skills
Mutual Funds, Asset Allocation, Equities, Investments, Portfolio Management, Finance, Securities, Financial Advisory, Retirement Planning, Alternative Investments, 401k, Wealth Management, Investment Advisory, Asset Managment, Retirement, Fixed Annuities, Fixed Income, Strategic Financial..., Investment Strategies, Bloomberg, Investment Management, Options, Morningstar
Education
California State University-Sacramento 2007 — 2010
MBA, Finance
Chadron State College 1999 — 2002
BA, Finance
Cristina Rosales's J.P. Morgan Experience August 2005 - April 2008
Job
Industry Financial Services
Experience
Giving Opportunities to Others, Inc. January 2015 - Present
Thomson Reuters December 2014 - Present
Stifel Nicolaus July 2013 - May 2014
Giving Opportunities to Others, Inc. October 2009 - May 2014
Knight Capital Group July 2012 - June 2013
Knight Capital Group February 2011 - July 2012
Arbor Residential Mortgage August 2008 - March 2010
JP Morgan August 2005 - April 2008
Countrywide Home Loans April 2003 - August 2005
Countrywide Securities Corporation 2001 - 2003
Education
California State University-Northridge 1997 — 2001
Bachelor of Science
Fairfax High School
Giving Opportunities to Others, Inc. January 2015 - Present
Thomson Reuters December 2014 - Present
Stifel Nicolaus July 2013 - May 2014
Giving Opportunities to Others, Inc. October 2009 - May 2014
Knight Capital Group July 2012 - June 2013
Knight Capital Group February 2011 - July 2012
Arbor Residential Mortgage August 2008 - March 2010
JP Morgan August 2005 - April 2008
Countrywide Home Loans April 2003 - August 2005
Countrywide Securities Corporation 2001 - 2003
Education
California State University-Northridge 1997 — 2001
Bachelor of Science
Fairfax High School
Sergey Kogay's J.P. Morgan Experience June 2009 - August 2009
Job WWCS FP&A
Industry Internet
Experience
Amazon June 2015 - Present
EQT Corporation July 2011 - June 2015
Polyconcept North America December 2010 - July 2011
Bayer July 2010 - December 2010
JP Morgan June 2009 - August 2009
Mir Detstva LLC May 2002 - January 2008
Skills
Financial Analysis, Financial Modeling, Oil/Gas, Strategic Financial..., Business Analysis, Project Management, Quantitative Analytics, Market Research, Business Process..., ITIL, IT Service Management, Team Management, Multitasking Skills, Business Strategy, VBA programing, Finance
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Corporate Strategy, Finance and Accounting
National Research Nuclear University (former Moscow Engineering Physics Institute) 1996 — 2002
Master's Degree, molecular Physics
Amazon June 2015 - Present
EQT Corporation July 2011 - June 2015
Polyconcept North America December 2010 - July 2011
Bayer July 2010 - December 2010
JP Morgan June 2009 - August 2009
Mir Detstva LLC May 2002 - January 2008
Skills
Financial Analysis, Financial Modeling, Oil/Gas, Strategic Financial..., Business Analysis, Project Management, Quantitative Analytics, Market Research, Business Process..., ITIL, IT Service Management, Team Management, Multitasking Skills, Business Strategy, VBA programing, Finance
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Corporate Strategy, Finance and Accounting
National Research Nuclear University (former Moscow Engineering Physics Institute) 1996 — 2002
Master's Degree, molecular Physics
Theresa Kobylka's J.P. Morgan Experience January 2008 - Present
Job
Industry Information Technology and Services
Experience
JP Morgan January 2008 - Present
Walt Disney Co August 2002 - December 2003
Charles Schwab & Co January 2000 - January 2002
Ziff Davis January 1999 - January 2001
Skills
Program Management, Strategic Planning, Strategy, Business Process..., Process Improvement, Project Planning, Project Management, Cross-functional Team..., Solution Implementation
Education
Central Michigan University
B.S
JP Morgan January 2008 - Present
Walt Disney Co August 2002 - December 2003
Charles Schwab & Co January 2000 - January 2002
Ziff Davis January 1999 - January 2001
Skills
Program Management, Strategic Planning, Strategy, Business Process..., Process Improvement, Project Planning, Project Management, Cross-functional Team..., Solution Implementation
Education
Central Michigan University
B.S
John Semel's J.P. Morgan Experience October 1995 - July 1996
Job
Industry Publishing
Experience
John Wiley and Sons April 2015 - Present
John Wiley and Sons February 2009 - Present
The Weinstein Company March 2006 - January 2009
MTV Networks September 2005 - March 2006
Hearst Corporation May 2004 - September 2005
eVerger June 2000 - March 2003
Primedia's Channel One August 1999 - June 2000
Primedia Consumer Magazines March 1999 - August 1999
Primedia Inc August 1998 - March 1999
JP Morgan October 1995 - July 1996
Skills
Strategic Partnerships, Digital Media, New Media, Mergers, Strategic Planning, Digital Strategy, Business Strategy, Venture Capital, Corporate Development, New Business Development, Start-ups, Publishing, Entrepreneurship, Business Development
Education
Harvard Business School 1996 — 1998
MBA
Brown University 1989 — 1993
BA, Greek and Latin
John Wiley and Sons April 2015 - Present
John Wiley and Sons February 2009 - Present
The Weinstein Company March 2006 - January 2009
MTV Networks September 2005 - March 2006
Hearst Corporation May 2004 - September 2005
eVerger June 2000 - March 2003
Primedia's Channel One August 1999 - June 2000
Primedia Consumer Magazines March 1999 - August 1999
Primedia Inc August 1998 - March 1999
JP Morgan October 1995 - July 1996
Skills
Strategic Partnerships, Digital Media, New Media, Mergers, Strategic Planning, Digital Strategy, Business Strategy, Venture Capital, Corporate Development, New Business Development, Start-ups, Publishing, Entrepreneurship, Business Development
Education
Harvard Business School 1996 — 1998
MBA
Brown University 1989 — 1993
BA, Greek and Latin
Daisy Wademan Dowling's J.P. Morgan Experience June 1996 - December 2000
Job Managing Director, Chief Operating Officer / Human Resources Group at Blackstone
Industry Human Resources
Experience
The Blackstone Group February 2015 - Present
The Blackstone Group May 2012 - Present
Morgan Stanley July 2008 - May 2012
Lehman Brothers July 2007 - July 2008
Goldman Sachs January 2005 - June 2007
Harvard Business School Publishing June 2002 - December 2004
JP Morgan June 1996 - December 2000
Education
Harvard Business School 2001 — 2002
MBA
Brown University 1992 — 1996
AB, History; French
Institut d'Etudes Politiques - Paris 1994 — 1995
Year Abroad
The Blackstone Group February 2015 - Present
The Blackstone Group May 2012 - Present
Morgan Stanley July 2008 - May 2012
Lehman Brothers July 2007 - July 2008
Goldman Sachs January 2005 - June 2007
Harvard Business School Publishing June 2002 - December 2004
JP Morgan June 1996 - December 2000
Education
Harvard Business School 2001 — 2002
MBA
Brown University 1992 — 1996
AB, History; French
Institut d'Etudes Politiques - Paris 1994 — 1995
Year Abroad
Jeanne Thomas's J.P. Morgan Experience November 2010 - Present
Job
Industry Financial Services
Experience
J.P. Morgan November 2010 - Present
JP Morgan July 2004 - October 2010
JPMorganChase October 2002 - July 2004
The Chase Manhattan Bank November 1998 - September 2002
Chase Manhattan Bank: Consumer March 1994 - October 1998
Upsala College East Orange, NJ September 1990 - May 1993
Drexel University September 1986 - June 1987
Skills
High Performance Teams, Staff Retention, Program Evaluation, Large Scale Change..., Opinion Polling, Organizational..., Change Management, Balanced Scorecard, Management, Employee Engagement, Talent Management, Succession Planning, Performance Management, Human Resources, Recruiting, Personnel Management, Organizational Design, Organizational..., Workforce Planning, Leadership Development, Onboarding, Culture Change, Career Development, Workshop Facilitation, Employee Relations, Executive Coaching
Education
University of South Florida 1982 — 1986
PhD
Central Michigan University 1978 — 1981
BS
J.P. Morgan November 2010 - Present
JP Morgan July 2004 - October 2010
JPMorganChase October 2002 - July 2004
The Chase Manhattan Bank November 1998 - September 2002
Chase Manhattan Bank: Consumer March 1994 - October 1998
Upsala College East Orange, NJ September 1990 - May 1993
Drexel University September 1986 - June 1987
Skills
High Performance Teams, Staff Retention, Program Evaluation, Large Scale Change..., Opinion Polling, Organizational..., Change Management, Balanced Scorecard, Management, Employee Engagement, Talent Management, Succession Planning, Performance Management, Human Resources, Recruiting, Personnel Management, Organizational Design, Organizational..., Workforce Planning, Leadership Development, Onboarding, Culture Change, Career Development, Workshop Facilitation, Employee Relations, Executive Coaching
Education
University of South Florida 1982 — 1986
PhD
Central Michigan University 1978 — 1981
BS
Dan Kleiman's J.P. Morgan Experience 2001 - 2006
Job MBS Strategies at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
NxGen Modular 2010 - August 2011
Continuity Partners 2009 - May 2010
Integrated Training Center June 2006 - July 2007
Uralsib 2007 - 2007
JP Morgan 2001 - 2006
Lehman Brothers 1998 - 2001
Education
Stanford University 2008 — 2009
MS
Caltech 1994 — 1998
BS
Merrill Lynch August 2011 - Present
NxGen Modular 2010 - August 2011
Continuity Partners 2009 - May 2010
Integrated Training Center June 2006 - July 2007
Uralsib 2007 - 2007
JP Morgan 2001 - 2006
Lehman Brothers 1998 - 2001
Education
Stanford University 2008 — 2009
MS
Caltech 1994 — 1998
BS
Daniel Ko's J.P. Morgan Experience August 2002 - April 2007
Job Equity Analyst, Emerging Markets
Industry Investment Management
Experience
Delaware Investments June 2012 - Present
Putnam Investments August 2009 - May 2012
JP Morgan August 2002 - April 2007
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Brown University 1997 — 2001
A.B., Economics
Delaware Investments June 2012 - Present
Putnam Investments August 2009 - May 2012
JP Morgan August 2002 - April 2007
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Brown University 1997 — 2001
A.B., Economics
Gladis Zamparo's J.P. Morgan Experience January 2013 - Present
Job Business Manager Derivatives Clearing
Industry Financial Services
Experience
JP Morgan January 2013 - Present
JPMorgan Chase September 2009 - January 2013
JPMorgan Chase June 2008 - August 2008
Promos - Milan Chamber of Commerce March 2005 - December 2006
China-Italy Chamber of Commerce February 2001 - January 2005
Wan Long Joint Venture September 1999 - January 2001
Skills
Valuation, Finance, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Derivatives, Competitive Analysis, Investment Banking, Bloomberg, Fixed Income, Equities, Hedge Funds, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Peking University 1998 — 1999
International Economics Law
Ca' Foscari University of Venice 1993 — 1998
Chinese Language
JP Morgan January 2013 - Present
JPMorgan Chase September 2009 - January 2013
JPMorgan Chase June 2008 - August 2008
Promos - Milan Chamber of Commerce March 2005 - December 2006
China-Italy Chamber of Commerce February 2001 - January 2005
Wan Long Joint Venture September 1999 - January 2001
Skills
Valuation, Finance, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Derivatives, Competitive Analysis, Investment Banking, Bloomberg, Fixed Income, Equities, Hedge Funds, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance
Peking University 1998 — 1999
International Economics Law
Ca' Foscari University of Venice 1993 — 1998
Chinese Language
Clifford Chu's J.P. Morgan Experience March 2010 - Present
Job
Industry Financial Services
Experience
JP Morgan March 2010 - Present
Deutsche Bank June 2007 - March 2010
Federal Reserve Bank of New York August 2004 - June 2007
Goldman Sachs July 2000 - August 2002
Skills
Derivatives, Bloomberg, Valuation, Fixed Income, Equities, Trading Systems, Interest Rate...
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA
University of Delaware 1995 — 1999
BS
JP Morgan March 2010 - Present
Deutsche Bank June 2007 - March 2010
Federal Reserve Bank of New York August 2004 - June 2007
Goldman Sachs July 2000 - August 2002
Skills
Derivatives, Bloomberg, Valuation, Fixed Income, Equities, Trading Systems, Interest Rate...
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA
University of Delaware 1995 — 1999
BS
Patrick Hagan's J.P. Morgan Experience June 2007 - December 2012
Job
Industry Capital Markets
Experience
Gorilla Science November 2014 - Present
Deutsche Bank March 2013 - November 2014
JP Morgan June 2007 - December 2012
Brevan Howard November 2005 - June 2007
Bloomberg 2002 - 2005
Bear Stearns 2001 - 2002
numerix 1999 - 2001
Nomura 1999 - 2000
BNP Paribas 1995 - 1999
Los Alamos National Laboratory July 1986 - July 1995
Skills
Quantitative Finance, Mathematical Modeling, Applied Mathematics, Numerical Analysis, Quantitative Analytics, Market Risk, Stochastic Processes, Equities, Quantitative Research, Interest Rate..., Credit Derivatives, Equity Derivatives, Monte Carlo Simulation, Econometrics, Quantitative Investing, Fixed Income, Trading Systems, Stochastic Calculus, Electronic Trading, R, Mathematics, Machine Learning, Structured Products, Options, Valuation, Statistics, Financial Modeling, LaTeX, Time Series Analysis, FX Options, Emerging Markets, Derivatives, Hedging, Hedge Funds, Investment Banking, Volatility, SAS, Portfolio Optimization, VBA, Mathematica, Portfolio Management, Matlab, Commodity, Investments, Statistical Modeling, Financial Markets, Bloomberg, Data Mining, VAR, Financial Engineering
Education
Caltech 1975 — 1979
Ph.D., Applied Mathematics
Caltech 1972 — 1975
BS, Applied Mathematics
Gorilla Science November 2014 - Present
Deutsche Bank March 2013 - November 2014
JP Morgan June 2007 - December 2012
Brevan Howard November 2005 - June 2007
Bloomberg 2002 - 2005
Bear Stearns 2001 - 2002
numerix 1999 - 2001
Nomura 1999 - 2000
BNP Paribas 1995 - 1999
Los Alamos National Laboratory July 1986 - July 1995
Skills
Quantitative Finance, Mathematical Modeling, Applied Mathematics, Numerical Analysis, Quantitative Analytics, Market Risk, Stochastic Processes, Equities, Quantitative Research, Interest Rate..., Credit Derivatives, Equity Derivatives, Monte Carlo Simulation, Econometrics, Quantitative Investing, Fixed Income, Trading Systems, Stochastic Calculus, Electronic Trading, R, Mathematics, Machine Learning, Structured Products, Options, Valuation, Statistics, Financial Modeling, LaTeX, Time Series Analysis, FX Options, Emerging Markets, Derivatives, Hedging, Hedge Funds, Investment Banking, Volatility, SAS, Portfolio Optimization, VBA, Mathematica, Portfolio Management, Matlab, Commodity, Investments, Statistical Modeling, Financial Markets, Bloomberg, Data Mining, VAR, Financial Engineering
Education
Caltech 1975 — 1979
Ph.D., Applied Mathematics
Caltech 1972 — 1975
BS, Applied Mathematics
John Shaver's J.P. Morgan Experience July 1983 - October 2014
Job Senior Vice President, Investments with Harmony Wealth Partners of Raymond James
Industry Financial Services
Experience
JP Morgan July 1983 - October 2014
Skills
FINRA 7, 9, 10, 23 and..., Investments, Financial Analysis, Financial Modeling, Management, Asset Management, Portfolio Management, Securities, Credit, Fixed Income, Equities, Retirement Planning, Capital Markets, Leadership, Loans, Banking, Valuation, Commercial Lending, Sales, Hedge Funds, Series 63, Strategic Financial..., Strategic Planning, Risk Management, Relationship Management, Wealth Management, Credit Analysis, Customer Service, Financial Services, Estate Planning, Financial Planning
Education
Centre College 1978 — 1983
Bachelor's degree, History
Centre College 1978 — 1983
Bachelor's degree, History
JP Morgan July 1983 - October 2014
Skills
FINRA 7, 9, 10, 23 and..., Investments, Financial Analysis, Financial Modeling, Management, Asset Management, Portfolio Management, Securities, Credit, Fixed Income, Equities, Retirement Planning, Capital Markets, Leadership, Loans, Banking, Valuation, Commercial Lending, Sales, Hedge Funds, Series 63, Strategic Financial..., Strategic Planning, Risk Management, Relationship Management, Wealth Management, Credit Analysis, Customer Service, Financial Services, Estate Planning, Financial Planning
Education
Centre College 1978 — 1983
Bachelor's degree, History
Centre College 1978 — 1983
Bachelor's degree, History
Vincent Mak's J.P. Morgan Experience July 1998 - January 2001
Job Global COO of Equity Trading Technology Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Deutsche Bank March 2013 - September 2014
Deutsche Bank August 2011 - April 2013
Deutsche Bank September 2009 - August 2011
Deutsche Bank April 2001 - October 2010
JP Morgan July 1998 - January 2001
Microsoft Corp. May 1997 - August 1997
Hewlett-Packard May 1996 - August 1996
Skills
Equities, Derivatives, Investment Banking, Equity Derivatives, Fixed Income, Finance, Trading, Proprietary Trading, Financial Modeling, Emerging Markets, Trading Systems, Electronic Trading, Securities Lending, Java, C, C++, JavaScript, Visual Basic, SQL, Unix, Linux
Education
Columbia University - Columbia Business School 2007 — 2009
Masters, Business Administration
Carnegie Mellon University 1994 — 1998
BS, Computer Science and Minor in Math
Stuyvesant High School 1990 — 1994
Deutsche Bank August 2014 - Present
Deutsche Bank March 2013 - September 2014
Deutsche Bank August 2011 - April 2013
Deutsche Bank September 2009 - August 2011
Deutsche Bank April 2001 - October 2010
JP Morgan July 1998 - January 2001
Microsoft Corp. May 1997 - August 1997
Hewlett-Packard May 1996 - August 1996
Skills
Equities, Derivatives, Investment Banking, Equity Derivatives, Fixed Income, Finance, Trading, Proprietary Trading, Financial Modeling, Emerging Markets, Trading Systems, Electronic Trading, Securities Lending, Java, C, C++, JavaScript, Visual Basic, SQL, Unix, Linux
Education
Columbia University - Columbia Business School 2007 — 2009
Masters, Business Administration
Carnegie Mellon University 1994 — 1998
BS, Computer Science and Minor in Math
Stuyvesant High School 1990 — 1994
Joanna Megha's J.P. Morgan Experience January 2006 - Present
Job Vice President
Industry Real Estate
Experience
JP Morgan January 2006 - Present
EMC Mortgage Corporation December 2007 - May 2008
Bear Stearns January 2006 - December 2007
Bear Stearns Residential Mortgage January 2006 - December 2007
Aurora Loan services May 2005 - December 2005
Novastar February 2002 - May 2005
Novastar Financial, Inc. 2002 - 2005
Novastar Mortgage Inc. 2002 - 2005
Master Financial Inc August 1996 - February 2002
Education
California State University-Fullerton 2002 — 2006
BA, Operations Management
JP Morgan January 2006 - Present
EMC Mortgage Corporation December 2007 - May 2008
Bear Stearns January 2006 - December 2007
Bear Stearns Residential Mortgage January 2006 - December 2007
Aurora Loan services May 2005 - December 2005
Novastar February 2002 - May 2005
Novastar Financial, Inc. 2002 - 2005
Novastar Mortgage Inc. 2002 - 2005
Master Financial Inc August 1996 - February 2002
Education
California State University-Fullerton 2002 — 2006
BA, Operations Management
Alex Lesin's J.P. Morgan Experience October 2008 - 2014
Job Managing Director, Global Head of Corporate Commodities Structuring at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2008 - 2014
Lehman Brothers October 2007 - October 2008
Goldman Sachs 1997 - 2007
Education
California Institute of Technology 1989 — 1994
PhD, Mathematics
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas) 1982 — 1987
MS, Applied Mathematics
JP Morgan October 2008 - 2014
Lehman Brothers October 2007 - October 2008
Goldman Sachs 1997 - 2007
Education
California Institute of Technology 1989 — 1994
PhD, Mathematics
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas) 1982 — 1987
MS, Applied Mathematics
Wayne Cutler's J.P. Morgan Experience 1983 - 1987
Job Managing Director at Novantas, Inc
Industry Financial Services
Experience
Novantas, Inc 1999 - Present
Columbia Business School 2002 - 2015
Booz Allen Hamilton 1987 - 1998
JP Morgan 1983 - 1987
Skills
CRM, Management Consulting, Strategic Planning, Management, Financial Services, Strategy, Financial Modeling, Team Building, Executive Management, Corporate Development, Private Equity, Mergers & Acquisitions, Analytics, Change Management, Business Strategy, Acquisition Integration, Start-ups, Business Transformation
Education
Carnegie-Mellon University 1979 — 1983
Associate’s Degree, Managerial Economics
Novantas, Inc 1999 - Present
Columbia Business School 2002 - 2015
Booz Allen Hamilton 1987 - 1998
JP Morgan 1983 - 1987
Skills
CRM, Management Consulting, Strategic Planning, Management, Financial Services, Strategy, Financial Modeling, Team Building, Executive Management, Corporate Development, Private Equity, Mergers & Acquisitions, Analytics, Change Management, Business Strategy, Acquisition Integration, Start-ups, Business Transformation
Education
Carnegie-Mellon University 1979 — 1983
Associate’s Degree, Managerial Economics
Michele Galiounghi's J.P. Morgan Experience October 2009 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2009 - Present
Skills
Derivatives, Fixed Income, Trading Systems, Equities, Risk Management, Interest Rate..., Credit Derivatives
Education
Brown University
Bachelor of Arts (B.A.), Economics
JP Morgan October 2009 - Present
Skills
Derivatives, Fixed Income, Trading Systems, Equities, Risk Management, Interest Rate..., Credit Derivatives
Education
Brown University
Bachelor of Arts (B.A.), Economics
Gary Casagrande's J.P. Morgan Experience August 2006 - May 2011
Job Head of Financial Reporting and Expense Administration at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2011 - Present
JP Morgan August 2006 - May 2011
Investors Bank and Trust April 2005 - August 2006
Deutsche Asset Management April 2001 - April 2005
State Street Bank July 1994 - April 2001
Skills
Asset Management, Derivatives, Financial Reporting, Financial Services, Fund Accounting, Fund Administration, Investments, Mutual Funds, Risk Management
Education
Bryant University 1990 — 1994
Bachelor of Science in Business Administration, Finance
Brown Brothers Harriman May 2011 - Present
JP Morgan August 2006 - May 2011
Investors Bank and Trust April 2005 - August 2006
Deutsche Asset Management April 2001 - April 2005
State Street Bank July 1994 - April 2001
Skills
Asset Management, Derivatives, Financial Reporting, Financial Services, Fund Accounting, Fund Administration, Investments, Mutual Funds, Risk Management
Education
Bryant University 1990 — 1994
Bachelor of Science in Business Administration, Finance
Jay Blumenstein's J.P. Morgan Experience 1999 - 2005
Job Director at Swiss Re
Industry Insurance
Experience
Swiss Re QuantSwissRe2005 - Present
Upper West Side 1994 - 2011
JPMorgan Chase 1999 - 2005
JP Morgan 1999 - 2005
JP Morgan Chase 1999 - 2005
Skills
Equity Derivatives, Annuities, Derivatives, Fixed Income
Education
Columbia University in the City of New York 1994 — 1999
Ph.D., Mathematics
Columbia University in the City of New York 1994 — 1996
Master of Philosophy (M.Phil.), Mathematics
Brown University 1990 — 1994
BA, Math, Phi Beta Kappa
Swiss Re QuantSwissRe2005 - Present
Upper West Side 1994 - 2011
JPMorgan Chase 1999 - 2005
JP Morgan 1999 - 2005
JP Morgan Chase 1999 - 2005
Skills
Equity Derivatives, Annuities, Derivatives, Fixed Income
Education
Columbia University in the City of New York 1994 — 1999
Ph.D., Mathematics
Columbia University in the City of New York 1994 — 1996
Master of Philosophy (M.Phil.), Mathematics
Brown University 1990 — 1994
BA, Math, Phi Beta Kappa
Ron Papanek's J.P. Morgan Experience 1989 - 1998
Job Managing Director at Symbiont.io
Industry Financial Services
Experience
Symbiont.io 2015 - Present
MSCI Inc. 2010 - Present
RiskMetrics Group 2000 - 2010
JPMorgan 1989 - 1998
JP Morgan 1989 - 1998
Skills
Derivatives, Portfolio Management, Hedge Funds, Equities, Fixed Income, Capital Markets, Portfolio Optimization, Strategy, Quantitative Finance, Investments, Bloomberg, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
University of Chicago 1980 — 1984
BA, Economics
Symbiont.io 2015 - Present
MSCI Inc. 2010 - Present
RiskMetrics Group 2000 - 2010
JPMorgan 1989 - 1998
JP Morgan 1989 - 1998
Skills
Derivatives, Portfolio Management, Hedge Funds, Equities, Fixed Income, Capital Markets, Portfolio Optimization, Strategy, Quantitative Finance, Investments, Bloomberg, Financial Modeling
Education
Carnegie Mellon University - Tepper School of Business 1987 — 1989
University of Chicago 1980 — 1984
BA, Economics
Marc Mizgorski's J.P. Morgan Experience July 1998 - April 2001
Job President Hayward Lumber
Industry Building Materials
Experience
Hayward Lumber February 2015 - Present
Hayward January 2013 - February 2015
Hayward February 2010 - December 2012
Earthbound Farm May 2008 - February 2010
Tanimura & Antle, Inc February 2003 - May 2008
Tanimura & Antle April 2001 - February 2003
JP Morgan July 1998 - April 2001
Tanimura & Antle December 1993 - August 1997
ARTHUR ANDERSEN (Official) June 1988 - November 1993
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
California State University-Sacramento 1984 — 1988
BS, Accounting, Finance and Economics
Hayward Lumber February 2015 - Present
Hayward January 2013 - February 2015
Hayward February 2010 - December 2012
Earthbound Farm May 2008 - February 2010
Tanimura & Antle, Inc February 2003 - May 2008
Tanimura & Antle April 2001 - February 2003
JP Morgan July 1998 - April 2001
Tanimura & Antle December 1993 - August 1997
ARTHUR ANDERSEN (Official) June 1988 - November 1993
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
California State University-Sacramento 1984 — 1988
BS, Accounting, Finance and Economics
Huw. C. Williams's J.P. Morgan Experience January 2005 - Present
Job MD, Asset Servicing at JP Morgan
Industry Financial Services
Sterling Lanken's J.P. Morgan Experience May 2007 - July 2009
Job Marketing Guru at Happy Mango
Industry Financial Services
Experience
Happy Mango July 2013 - Present
JP Morgan May 2007 - July 2009
Morgan Stanley 2004 - 2007
Skills
Fixed Income, Derivatives, Structured Products, Hedge Funds, Bloomberg, Credit Derivatives, Investment Banking, Financial Modeling, Financial Structuring, Structured Finance, Financial Analysis, Business Development, Equity Derivatives, Options, Equities, Valuation, Emerging Markets
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2004
MBA, Quantitative Finance
Georgia Institute of Technology
BS, Chemical Engineering
Happy Mango July 2013 - Present
JP Morgan May 2007 - July 2009
Morgan Stanley 2004 - 2007
Skills
Fixed Income, Derivatives, Structured Products, Hedge Funds, Bloomberg, Credit Derivatives, Investment Banking, Financial Modeling, Financial Structuring, Structured Finance, Financial Analysis, Business Development, Equity Derivatives, Options, Equities, Valuation, Emerging Markets
Education
Carnegie Mellon University - Tepper School of Business 2001 — 2004
MBA, Quantitative Finance
Georgia Institute of Technology
BS, Chemical Engineering
Nikhil Gupte's J.P. Morgan Experience 1996 - 1997
Job Vice President
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2014 - Present
UBS February 2007 - May 2014
Xiotech 2005 - 2007
Egenera 2002 - 2005
Deutsche Bank 2001 - 2002
Totality Corporation 2000 - 2001
Merrill Lynch 1995 - 2000
JP Morgan 1996 - 1997
Insci Corp 1993 - 1995
Control Data Corporation 1990 - 1992
Skills
Virtualization, Unix, Disaster Recovery, Quality Assurance, Enterprise Architecture, Data Center, Cloud Computing, Leadership, Solution Architecture, Trading Systems, Vendor Management, ITIL, IT Strategy, SDLC, Integration, Infrastructure
Education
University of Pennsylvania 1992 — 1993
M.S., Computer Engineering
California State University-Hayward 1988 — 1990
B.S., Computer Information Systems
Hofstra University 1986 — 1988
Engineering
JPMorgan Chase & Co. May 2014 - Present
UBS February 2007 - May 2014
Xiotech 2005 - 2007
Egenera 2002 - 2005
Deutsche Bank 2001 - 2002
Totality Corporation 2000 - 2001
Merrill Lynch 1995 - 2000
JP Morgan 1996 - 1997
Insci Corp 1993 - 1995
Control Data Corporation 1990 - 1992
Skills
Virtualization, Unix, Disaster Recovery, Quality Assurance, Enterprise Architecture, Data Center, Cloud Computing, Leadership, Solution Architecture, Trading Systems, Vendor Management, ITIL, IT Strategy, SDLC, Integration, Infrastructure
Education
University of Pennsylvania 1992 — 1993
M.S., Computer Engineering
California State University-Hayward 1988 — 1990
B.S., Computer Information Systems
Hofstra University 1986 — 1988
Engineering
Cris Dreher's J.P. Morgan Experience 2011 - 2013
Job Business Process Risk Management at Wells Fargo Bank N.A.
Industry Financial Services
Experience
Strategy - Process - Change January 2014 - Present
Wells Fargo Bank N.A. 2014 - Present
JP Morgan 2011 - 2013
JPMorganChase 2009 - 2011
Washington Mutual Bank/JPMorgan Chase & Co 2003 - 2009
Booz Allen Hamilton 2001 - 2003
US Postal Service 1980 - 2000
Skills
Six Sigma, Business Process..., Process Improvement, Change Management, Lean Manufacturing, Operational Excellence, Program Management, Vendor Management, Cross-functional Team..., Process Engineering, Business Analysis, PMP, Project Management, Operations Management, Risk Management, Project Portfolio..., Management, Financial Services, Statistics, Leadership, Business Transformation, Business Process, PMO, Strategy, Outsourcing, Business Process..., Analysis
Education
University of Southern California
DPA
University of Colorado Boulder
Doctoral Program
California State University-Long Beach
Master of Public Administration (M.P.A.)
California State University-Long Beach
Bachelor's Degree
Strategy - Process - Change January 2014 - Present
Wells Fargo Bank N.A. 2014 - Present
JP Morgan 2011 - 2013
JPMorganChase 2009 - 2011
Washington Mutual Bank/JPMorgan Chase & Co 2003 - 2009
Booz Allen Hamilton 2001 - 2003
US Postal Service 1980 - 2000
Skills
Six Sigma, Business Process..., Process Improvement, Change Management, Lean Manufacturing, Operational Excellence, Program Management, Vendor Management, Cross-functional Team..., Process Engineering, Business Analysis, PMP, Project Management, Operations Management, Risk Management, Project Portfolio..., Management, Financial Services, Statistics, Leadership, Business Transformation, Business Process, PMO, Strategy, Outsourcing, Business Process..., Analysis
Education
University of Southern California
DPA
University of Colorado Boulder
Doctoral Program
California State University-Long Beach
Master of Public Administration (M.P.A.)
California State University-Long Beach
Bachelor's Degree
Christopher Soo's J.P. Morgan Experience May 2008 - August 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2011 - Present
Carnegie Mellon University August 2009 - December 2010
Goldman Sachs June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
JP Morgan May 2008 - August 2008
Skills
Data Analysis
Education
Carnegie Mellon University 2007 — 2011
Bachelors, Computational Finance
Goldman Sachs July 2011 - Present
Carnegie Mellon University August 2009 - December 2010
Goldman Sachs June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
JP Morgan May 2008 - August 2008
Skills
Data Analysis
Education
Carnegie Mellon University 2007 — 2011
Bachelors, Computational Finance
R. Scott McIntire's J.P. Morgan Experience June 2008 - May 2009
Job Director, Senior Strategist at Bank of America
Industry Investment Banking
Experience
Bank of America December 2014 - Present
Citi July 2010 - November 2014
Lighthouse Financial Group, LLC June 2009 - May 2010
JP Morgan June 2008 - May 2009
Bear Stearns January 2007 - June 2008
ITG, Inc. May 2004 - January 2007
Pfizer Pharmaceuticals 2002 - 2003
Curl Corporation November 2000 - January 2002
Intersystems, Inc 1999 - 2000
Chrysalis Symbolic Design(now part of Synopsys) January 1996 - October 1999
Skills
Series 7, Series 63, Perl, Options, Electronic Trading, Alternative Investments, Risk Management, Market Data, Analytics, Equities, Trading Strategies, Portfolio Management, Derivatives, Trading Systems, Financial Modeling, Management, Commodity, Equity Research, Proprietary Trading, Investment Banking, Equity Trading, Equity Derivatives, Quantitative Investing, Analysis, Fixed Income, Quantitative Analytics, Bloomberg, Hedge Funds, ETFs, Algorithms, Trading, Quantitative Finance, Financial Markets, Capital Markets, FX Options
Education
Brown University
Ph.D., Applied Mathematics
The University of British Columbia
BSc (Honors), Mathematics
Bank of America December 2014 - Present
Citi July 2010 - November 2014
Lighthouse Financial Group, LLC June 2009 - May 2010
JP Morgan June 2008 - May 2009
Bear Stearns January 2007 - June 2008
ITG, Inc. May 2004 - January 2007
Pfizer Pharmaceuticals 2002 - 2003
Curl Corporation November 2000 - January 2002
Intersystems, Inc 1999 - 2000
Chrysalis Symbolic Design(now part of Synopsys) January 1996 - October 1999
Skills
Series 7, Series 63, Perl, Options, Electronic Trading, Alternative Investments, Risk Management, Market Data, Analytics, Equities, Trading Strategies, Portfolio Management, Derivatives, Trading Systems, Financial Modeling, Management, Commodity, Equity Research, Proprietary Trading, Investment Banking, Equity Trading, Equity Derivatives, Quantitative Investing, Analysis, Fixed Income, Quantitative Analytics, Bloomberg, Hedge Funds, ETFs, Algorithms, Trading, Quantitative Finance, Financial Markets, Capital Markets, FX Options
Education
Brown University
Ph.D., Applied Mathematics
The University of British Columbia
BSc (Honors), Mathematics
Sadie Macali's J.P. Morgan Experience February 2004 - June 2008
Job
Industry Government Administration
Experience
California Air Resources Board May 2015 - Present
State Water Resources Control Board June 2010 - May 2015
California Institution for Women @Department of Corrections & Rehabilitation June 2008 - June 2010
JP Morgan February 2004 - June 2008
VOGUE SALON January 2002 - January 2004
Skills
Leadership, Social Media, Recruiting, Microsoft Office, Public Speaking, Social Media Marketing, Time Management, Business Strategy, Coaching, Banking, Research, Access, Managerial Experience, Policy Analysis, Training & Development, Meeting Planning, Proofreading, Databases, Wireless Networking, Information Analysis, Organizing Meetings, Review, Employee Hiring, Employee Management, Conducting Interviews, Performance Reviews, Product Marketing, Google Analytics, Google Adwords, Google, Google API, Twitter, Google Apps, Klout, Yelp, Business Management, Business Analysis, Trends, Travel, Adsense, Blogging, Troubleshooting, Network Programming, Problem Solving, Notary Public, Leading People, Great People Skills, Great Communication
Education
California State University-Fullerton - College of Business and Economics 1999 — 2007
Bachelor's Degree, Business Administration and Management, General, Senior
Riverside Community College 1995 — 1999
Associate of Arts and Sciences (A.A.S.), General Studies
Riverside Community College 1995 — 1996
Medical Assistant Certificate, Medical
California Air Resources Board May 2015 - Present
State Water Resources Control Board June 2010 - May 2015
California Institution for Women @Department of Corrections & Rehabilitation June 2008 - June 2010
JP Morgan February 2004 - June 2008
VOGUE SALON January 2002 - January 2004
Skills
Leadership, Social Media, Recruiting, Microsoft Office, Public Speaking, Social Media Marketing, Time Management, Business Strategy, Coaching, Banking, Research, Access, Managerial Experience, Policy Analysis, Training & Development, Meeting Planning, Proofreading, Databases, Wireless Networking, Information Analysis, Organizing Meetings, Review, Employee Hiring, Employee Management, Conducting Interviews, Performance Reviews, Product Marketing, Google Analytics, Google Adwords, Google, Google API, Twitter, Google Apps, Klout, Yelp, Business Management, Business Analysis, Trends, Travel, Adsense, Blogging, Troubleshooting, Network Programming, Problem Solving, Notary Public, Leading People, Great People Skills, Great Communication
Education
California State University-Fullerton - College of Business and Economics 1999 — 2007
Bachelor's Degree, Business Administration and Management, General, Senior
Riverside Community College 1995 — 1999
Associate of Arts and Sciences (A.A.S.), General Studies
Riverside Community College 1995 — 1996
Medical Assistant Certificate, Medical
Peter Mellis's J.P. Morgan Experience 1996 - 2000
Job Founder & Managing Director MCL
Industry Venture Capital & Private Equity
Experience
Mellmar Capital Limited 2014 - Present
RBC Capital Markets 2007 - 2014
Citigroup Global Markets 2004 - 2007
JP Morgan 1996 - 2000
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Capital Markets, Corporate Finance, Equities, Emerging Markets, Portfolio Management, Asset Management, Business Strategy, New Business Development, Corporate Law, Valuation, Financial Modeling, Hedge Funds, Fixed Income, Structured Finance, Derivatives, Investments, Financial Structuring, Mergers, Infrastructure, Due Diligence
Education
University of Pennsylvania - The Lauder Institute 2001 — 2003
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA), Finance, General
Brown University 1993 — 1996
BA, Business Economics, GPA: 4.0/4.0, Magna Cum Laude (Highest Honors), Phi Beta Kappa
Phillips Exeter Academy 1989 — 1992
American School in London
Mellmar Capital Limited 2014 - Present
RBC Capital Markets 2007 - 2014
Citigroup Global Markets 2004 - 2007
JP Morgan 1996 - 2000
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Capital Markets, Corporate Finance, Equities, Emerging Markets, Portfolio Management, Asset Management, Business Strategy, New Business Development, Corporate Law, Valuation, Financial Modeling, Hedge Funds, Fixed Income, Structured Finance, Derivatives, Investments, Financial Structuring, Mergers, Infrastructure, Due Diligence
Education
University of Pennsylvania - The Lauder Institute 2001 — 2003
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA), Finance, General
Brown University 1993 — 1996
BA, Business Economics, GPA: 4.0/4.0, Magna Cum Laude (Highest Honors), Phi Beta Kappa
Phillips Exeter Academy 1989 — 1992
American School in London
Nancy Furlong's J.P. Morgan Experience February 2006 - April 2008
Job Partner Program Manager at MasterControl
Industry Computer Software
Experience
MasterControl April 2015 - Present
MasterControl September 2014 - April 2015
Career Step April 2013 - August 2014
University of Utah March 2009 - August 2012
JP Morgan February 2006 - April 2008
UBS February 1998 - February 2006
Chariot Software Group 1993 - 1998
Ford Equity Research 1990 - 1993
Los Angeles Times 1985 - 1989
Skills
Financial Analysis, Recruiting, Investments, Financial Modeling, Leadership, Career Counseling, Strategic Planning, Portfolio Management, Start-ups, Microsoft Office, Microsoft Excel, Mergers & Acquisitions, Team Leadership, Marketing, Building Relationships, Career Management, Business Planning, Insurance, New Business Development, Strategy, Finance, Valuation, Business Strategy, Management, Management Consulting, Forecasting, Business Development, Strategic Financial..., Marketing Strategy, Budgets, Community Outreach, Asset Managment, Entrepreneurship, Training, Risk Management, Business Analysis, Corporate Finance, Market Research, Data Analysis, Analysis, Accounting, Advertising, Contract Negotiation, Process Improvement, Research, Teamwork, Project Management, Negotiation, Venture Capital, Due Diligence
Education
University of California, Los Angeles
BA, History
California State University-San Marcos
California Teaching Credential, Education
University of San Diego
MBA (Part-Time Program)
MasterControl April 2015 - Present
MasterControl September 2014 - April 2015
Career Step April 2013 - August 2014
University of Utah March 2009 - August 2012
JP Morgan February 2006 - April 2008
UBS February 1998 - February 2006
Chariot Software Group 1993 - 1998
Ford Equity Research 1990 - 1993
Los Angeles Times 1985 - 1989
Skills
Financial Analysis, Recruiting, Investments, Financial Modeling, Leadership, Career Counseling, Strategic Planning, Portfolio Management, Start-ups, Microsoft Office, Microsoft Excel, Mergers & Acquisitions, Team Leadership, Marketing, Building Relationships, Career Management, Business Planning, Insurance, New Business Development, Strategy, Finance, Valuation, Business Strategy, Management, Management Consulting, Forecasting, Business Development, Strategic Financial..., Marketing Strategy, Budgets, Community Outreach, Asset Managment, Entrepreneurship, Training, Risk Management, Business Analysis, Corporate Finance, Market Research, Data Analysis, Analysis, Accounting, Advertising, Contract Negotiation, Process Improvement, Research, Teamwork, Project Management, Negotiation, Venture Capital, Due Diligence
Education
University of California, Los Angeles
BA, History
California State University-San Marcos
California Teaching Credential, Education
University of San Diego
MBA (Part-Time Program)
Scott Schatz's J.P. Morgan Experience July 2000 - June 2002
Job Senior Vice President, Finance, Accounting & Systems
Industry Broadcast Media
Experience
Townsquare Media April 2010 - Present
FiveWire Media March 2009 - Present
Bear Stearns March 2006 - June 2008
Brown Brothers Harriman November 2003 - March 2006
JP Morgan July 2000 - June 2002
Education
Carnegie Mellon University 1996 — 2000
BS, Electrical & Computer Engineering
Townsquare Media April 2010 - Present
FiveWire Media March 2009 - Present
Bear Stearns March 2006 - June 2008
Brown Brothers Harriman November 2003 - March 2006
JP Morgan July 2000 - June 2002
Education
Carnegie Mellon University 1996 — 2000
BS, Electrical & Computer Engineering
Thomas Yacavone's J.P. Morgan Experience July 2014 - May 2015
Job Director, Chief Risk Officer, Capital Calculations (IHC and ANC) at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2015 - Present
J.P. Morgan July 2014 - May 2015
JP Morgan July 2009 - July 2014
JP Morgan June 2008 - June 2009
Bear Stearns January 2005 - May 2008
Leading Edge Consulting, Inc. December 1994 - December 2004
Lehman Brothers July 1992 - November 1994
Westpac October 1989 - June 1992
Citibank June 1987 - September 1989
Skills
Investment Banking, Fixed Income, Trading Systems, Risk Management, Derivatives, Business Analysis, Program Management, Start-ups, Operational Risk, Equities, Restructuring, Business Process, Data Warehousing, MS Project, Stakeholder Management, Disaster Recovery, Back Office, Banking, Capital Markets, Commodity, Credit Derivatives, Electronic Trading, Emerging Markets, Equity Derivatives, FX Options, Financial Markets, Financial Risk, Financial Services, Integration, Interest Rate..., Investments, Management, Market Data, Market Risk, Mergers & Acquisitions, Middle Office, Options, Portfolio Management, Prime Brokerage, SDLC, Swaps, Trading, Sybase, Vendor Management, Analytics, Bloomberg, Calypso, Leadership, Securities, Software Project...
Education
Carnegie Mellon University 1983 — 1987
B.S., Double Major: Applied Mathematics and Industrial Management
Credit Suisse May 2015 - Present
J.P. Morgan July 2014 - May 2015
JP Morgan July 2009 - July 2014
JP Morgan June 2008 - June 2009
Bear Stearns January 2005 - May 2008
Leading Edge Consulting, Inc. December 1994 - December 2004
Lehman Brothers July 1992 - November 1994
Westpac October 1989 - June 1992
Citibank June 1987 - September 1989
Skills
Investment Banking, Fixed Income, Trading Systems, Risk Management, Derivatives, Business Analysis, Program Management, Start-ups, Operational Risk, Equities, Restructuring, Business Process, Data Warehousing, MS Project, Stakeholder Management, Disaster Recovery, Back Office, Banking, Capital Markets, Commodity, Credit Derivatives, Electronic Trading, Emerging Markets, Equity Derivatives, FX Options, Financial Markets, Financial Risk, Financial Services, Integration, Interest Rate..., Investments, Management, Market Data, Market Risk, Mergers & Acquisitions, Middle Office, Options, Portfolio Management, Prime Brokerage, SDLC, Swaps, Trading, Sybase, Vendor Management, Analytics, Bloomberg, Calypso, Leadership, Securities, Software Project...
Education
Carnegie Mellon University 1983 — 1987
B.S., Double Major: Applied Mathematics and Industrial Management
Tyone D. Hughes's J.P. Morgan Experience June 2005 - Present
Job JPMorgan Private Wealth Management
Industry Financial Services
Experience
Third Baptist Church of Chicago September 2012 - Present
JP Morgan June 2005 - Present
Chase Investment Services July 2007 - June 2010
Skills
Series 63, Series 65, Series 7, Series 6, Wealth Management..., Insurance, Banking, Risk Management, Retail Banking, Financial Analysis, Customer Service, Process Improvement, Management, Project Management, Training, Microsoft Office, Microsoft Excel, Outlook, Team Building, Account Management, Finance, Financial Services, Investments, Portfolio Management, Credit
Education
Chicago State University 1999 — 2004
Bachelor of Arts (B.A.), Speech English
Northern Baptist Theological Seminary
Third Baptist Church of Chicago September 2012 - Present
JP Morgan June 2005 - Present
Chase Investment Services July 2007 - June 2010
Skills
Series 63, Series 65, Series 7, Series 6, Wealth Management..., Insurance, Banking, Risk Management, Retail Banking, Financial Analysis, Customer Service, Process Improvement, Management, Project Management, Training, Microsoft Office, Microsoft Excel, Outlook, Team Building, Account Management, Finance, Financial Services, Investments, Portfolio Management, Credit
Education
Chicago State University 1999 — 2004
Bachelor of Arts (B.A.), Speech English
Northern Baptist Theological Seminary
Robert Servas's J.P. Morgan Experience August 2003 - Present
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan August 2003 - Present
Bank One August 2003 - July 2004
Legg Mason Wood Walker August 2000 - August 2003
First Union Securities October 1994 - August 2000
Lehman Brothers June 1988 - September 1994
Skills
Municipalities, Investment Banking, Series 63, Fixed Income, Equities, Derivatives, Bonds, Asset Management, Series 7, Securities, Valuation, Capital Markets, Underwriting, Alternative Investments, Investments, Hedge Funds, Series 24, Financial Modeling
Education
California State University-Fullerton 1983 — 1989
BA, Business Administration and Finance
JP Morgan August 2003 - Present
Bank One August 2003 - July 2004
Legg Mason Wood Walker August 2000 - August 2003
First Union Securities October 1994 - August 2000
Lehman Brothers June 1988 - September 1994
Skills
Municipalities, Investment Banking, Series 63, Fixed Income, Equities, Derivatives, Bonds, Asset Management, Series 7, Securities, Valuation, Capital Markets, Underwriting, Alternative Investments, Investments, Hedge Funds, Series 24, Financial Modeling
Education
California State University-Fullerton 1983 — 1989
BA, Business Administration and Finance
Victoria LaMura-Finnerty's J.P. Morgan Experience May 2008 - April 2009
Job CoFounder KALU Enterprises LLC
Industry Apparel & Fashion
Experience
KALU Enterprises LLC August 2012 - Present
JP Morgan May 2008 - April 2009
Bear Stearns September 2006 - May 2008
Morgan Stanley June 2005 - August 2006
New York Stock Exchange August 2001 - June 2005
Skills
Equities, Securities, Capital Markets, Hedge Funds, Derivatives, FINRA, Investment Banking, Private Equity, Trading, Asset Managment, Due Diligence, Trading Systems, Electronic Trading, Financial Markets, Financial Risk, Finance, Securities Regulation, Asset Management, Equity Trading, Investment Strategies, Bloomberg, Financial Services, Market Data, Mutual Funds, Structured Finance, Asset Allocation, Investments, Options
Education
Brooklyn Law School 1998 — 2001
JD, Securities Regulation
Clark University 1990 — 1994
Bachelor of Arts (BA), Philosophy
KALU Enterprises LLC August 2012 - Present
JP Morgan May 2008 - April 2009
Bear Stearns September 2006 - May 2008
Morgan Stanley June 2005 - August 2006
New York Stock Exchange August 2001 - June 2005
Skills
Equities, Securities, Capital Markets, Hedge Funds, Derivatives, FINRA, Investment Banking, Private Equity, Trading, Asset Managment, Due Diligence, Trading Systems, Electronic Trading, Financial Markets, Financial Risk, Finance, Securities Regulation, Asset Management, Equity Trading, Investment Strategies, Bloomberg, Financial Services, Market Data, Mutual Funds, Structured Finance, Asset Allocation, Investments, Options
Education
Brooklyn Law School 1998 — 2001
JD, Securities Regulation
Clark University 1990 — 1994
Bachelor of Arts (BA), Philosophy
Anthony Preisano's J.P. Morgan Experience September 1992 - March 1994
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2014 - Present
Goldman Sachs June 2000 - Present
Fitch Ratings January 1996 - June 2000
Mudge Rose Guthrie Alexander & Ferdon March 1994 - January 1996
JP Morgan September 1992 - March 1994
Skills
Equities, Bloomberg, Structured Finance, Valuation, Capital Markets, Fixed Income, Financial Modeling, Securities, Mergers & Acquisitions, Asset Managment, Corporate Finance, Investment Banking, Investments, Hedge Funds, Asset Management, Portfolio Management, Private Equity, Structured Products, Alternative Investments, Due Diligence, Derivatives, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
Brown University 1988 — 1992
BA, Economics
Morgan Stanley April 2014 - Present
Goldman Sachs June 2000 - Present
Fitch Ratings January 1996 - June 2000
Mudge Rose Guthrie Alexander & Ferdon March 1994 - January 1996
JP Morgan September 1992 - March 1994
Skills
Equities, Bloomberg, Structured Finance, Valuation, Capital Markets, Fixed Income, Financial Modeling, Securities, Mergers & Acquisitions, Asset Managment, Corporate Finance, Investment Banking, Investments, Hedge Funds, Asset Management, Portfolio Management, Private Equity, Structured Products, Alternative Investments, Due Diligence, Derivatives, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance
Brown University 1988 — 1992
BA, Economics
Tom Luke's J.P. Morgan Experience 1996 - 2002
Job Chief Risk Officer at Alphadyne Asset Management
Industry Financial Services
Experience
Alphadyne Asset Management May 2012 - Present
Merrill Lynch May 2008 - March 2012
Deutsche Bank 2004 - 2008
Goldman Sachs 2002 - 2004
JP Morgan 1996 - 2002
JPMorgan 1996 - 2002
Skills
Derivatives, Fixed Income, Structured Products, Capital Markets, Credit Derivatives, Hedge Funds, Bonds, Swaps, FX Options, Investment Banking, Equity Derivatives, Market Risk, Trading, Alternative Investments, Financial Modeling, Financial Risk, Financial Structuring, Hedging, Options
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
SM, Finance
Massachusetts Institute of Technology 1986 — 1994
PHD, Physcis
California Institute of Technology 1982 — 1986
B.SC, Physics
Alphadyne Asset Management May 2012 - Present
Merrill Lynch May 2008 - March 2012
Deutsche Bank 2004 - 2008
Goldman Sachs 2002 - 2004
JP Morgan 1996 - 2002
JPMorgan 1996 - 2002
Skills
Derivatives, Fixed Income, Structured Products, Capital Markets, Credit Derivatives, Hedge Funds, Bonds, Swaps, FX Options, Investment Banking, Equity Derivatives, Market Risk, Trading, Alternative Investments, Financial Modeling, Financial Risk, Financial Structuring, Hedging, Options
Education
Massachusetts Institute of Technology - Sloan School of Management 1992 — 1994
SM, Finance
Massachusetts Institute of Technology 1986 — 1994
PHD, Physcis
California Institute of Technology 1982 — 1986
B.SC, Physics
Donald Fung's J.P. Morgan Experience June 2008 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns February 2003 - June 2008
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette February 1994 - January 2000
Education
California State University-East Bay 1983 — 1986
Finance
JP Morgan June 2008 - Present
Bear Stearns February 2003 - June 2008
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette February 1994 - January 2000
Education
California State University-East Bay 1983 — 1986
Finance
Elizabeth (Regan) Sawicki's J.P. Morgan Experience 1991 - 1998
Job RN at Medstar Washington Hospital Center
Industry Financial Services
Experience
Medstar Washington Hospital Center September 2014 - Present
BlackRock 2007 - February 2009
Goldman Sachs 1998 - 2007
Goldman Sachs & Co / J.Aron & Company 1998 - 2007
JP Morgan 1991 - 1998
Skills
Training, Project Management, Risk Management, Vendor Management, Business Analysis, Management, Process Improvement, Leadership, Program Management, Change Management, Fixed Income, Analysis, Investment Banking, Strategy, Equities
Education
Johns Hopkins University School of Nursing 2013 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse, w/Honors
Montgomery College 2012 — 2012
Pre-Nursing Studies, 4.0
Bucknell University 1987 — 1991
BSBA with Honors, Business Administration and Management, General
Medstar Washington Hospital Center September 2014 - Present
BlackRock 2007 - February 2009
Goldman Sachs 1998 - 2007
Goldman Sachs & Co / J.Aron & Company 1998 - 2007
JP Morgan 1991 - 1998
Skills
Training, Project Management, Risk Management, Vendor Management, Business Analysis, Management, Process Improvement, Leadership, Program Management, Change Management, Fixed Income, Analysis, Investment Banking, Strategy, Equities
Education
Johns Hopkins University School of Nursing 2013 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse, w/Honors
Montgomery College 2012 — 2012
Pre-Nursing Studies, 4.0
Bucknell University 1987 — 1991
BSBA with Honors, Business Administration and Management, General
Debra Douglas's J.P. Morgan Experience Senior Managing Director, Corporate MarketingBear Stearns2001 - 2008
Job Consultant at JP Morgan
Industry Financial Services
Experience
JP Morgan Senior Managing Director, Corporate MarketingBear Stearns2001 - 2008
Education
Carleton University 1972 — 1976
Bachelor of Journalism, Journalism
JP Morgan Senior Managing Director, Corporate MarketingBear Stearns2001 - 2008
Education
Carleton University 1972 — 1976
Bachelor of Journalism, Journalism
Nadiya Marusyak's J.P. Morgan Experience March 2015 - Present
Job Credit Trading Balance Sheet and External Reporting Controller at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan March 2015 - Present
J.P. Morgan June 2013 - February 2015
JP Morgan March 2010 - May 2013
Lubin Graduate Society May 2009 - December 2009
Joseph Gunnar & Co. July 2009 - October 2009
Lubin School of Business, Pace University September 2007 - May 2009
Lubin Graduate Society, Pace University May 2008 - April 2009
WallStreetI.com, LLC May 2008 - July 2008
Education
Pace University 2007 — 2009
MBA, Finance and Management
Pace University - Lubin School of Business 2007 — 2009
MBA, Investment Management and Strategic Management
Chernivci National 'Juriy Fedkovyc' University 2001 — 2002
Master's Degree
Chernivci National 'Juriy Fedkovyc' University 1997 — 2001
Bachelor's Degree, Economics
J.P. Morgan March 2015 - Present
J.P. Morgan June 2013 - February 2015
JP Morgan March 2010 - May 2013
Lubin Graduate Society May 2009 - December 2009
Joseph Gunnar & Co. July 2009 - October 2009
Lubin School of Business, Pace University September 2007 - May 2009
Lubin Graduate Society, Pace University May 2008 - April 2009
WallStreetI.com, LLC May 2008 - July 2008
Education
Pace University 2007 — 2009
MBA, Finance and Management
Pace University - Lubin School of Business 2007 — 2009
MBA, Investment Management and Strategic Management
Chernivci National 'Juriy Fedkovyc' University 2001 — 2002
Master's Degree
Chernivci National 'Juriy Fedkovyc' University 1997 — 2001
Bachelor's Degree, Economics
Taro Aoki's J.P. Morgan Experience June 2004 - June 2006
Job Deutsche Bank Securities Pan Asia Equity Sales
Industry Investment Banking
Experience
Deutsche Bank Securities June 2006 - Present
JP Morgan June 2004 - June 2006
Skills
Investment Banking, Equity Valuation, Bloomberg, Capital Markets, Equities, Hedge Funds, Valuation, Emerging Markets, Corporate Finance
Education
Carnegie Mellon University 1999 — 2003
BS, Business Administration
Deutsche Bank Securities June 2006 - Present
JP Morgan June 2004 - June 2006
Skills
Investment Banking, Equity Valuation, Bloomberg, Capital Markets, Equities, Hedge Funds, Valuation, Emerging Markets, Corporate Finance
Education
Carnegie Mellon University 1999 — 2003
BS, Business Administration
Tiessa Kalay's J.P. Morgan Experience December 2000 - May 2001
Job Business and Technology Architect
Industry Internet
Experience
Zillow.com April 2012 - October 2013
Northwest Amateur Athletic September 2011 - January 2013
Merchant Services November 2009 - April 2012
Amazon.com January 2006 - January 2010
4C Technologies August 2004 - January 2006
FedEx Ground May 2004 - August 2004
Industrial Scientific October 2002 - May 2004
WebMedx May 2001 - May 2002
JP Morgan December 2000 - May 2001
Citibank July 1999 - December 2000
Skills
Software Development, Distributed Systems, Agile Methodologies, Scrum, Software Engineering, Java, Web Services, Software Design, JavaScript, Agile Project Management, C#, Linux, XML, Objective-C, .NET
Education
Carnegie Mellon University
Molecular Biology and Computer Science
University of Pittsburgh
Molecular Biology and Computer Science
Zillow.com April 2012 - October 2013
Northwest Amateur Athletic September 2011 - January 2013
Merchant Services November 2009 - April 2012
Amazon.com January 2006 - January 2010
4C Technologies August 2004 - January 2006
FedEx Ground May 2004 - August 2004
Industrial Scientific October 2002 - May 2004
WebMedx May 2001 - May 2002
JP Morgan December 2000 - May 2001
Citibank July 1999 - December 2000
Skills
Software Development, Distributed Systems, Agile Methodologies, Scrum, Software Engineering, Java, Web Services, Software Design, JavaScript, Agile Project Management, C#, Linux, XML, Objective-C, .NET
Education
Carnegie Mellon University
Molecular Biology and Computer Science
University of Pittsburgh
Molecular Biology and Computer Science
Robert Deckey's J.P. Morgan Experience 1992 - 1996
Job Chief Investment Officer at George Comfort & Sons, Inc.
Industry Real Estate
Experience
George Comfort & Sons, Inc. 2002 - Present
Citigroup 1996 - 2001
JP Morgan 1992 - 1996
AEW INVESTMENT MANAGEMENT 1989 - 1992
Goldman Sachs 1988 - 1988
Skills
Real Estate Economics, Asset Management, Due Diligence, Real Estate Development, Valuation, Real Estate, Real Estate Transactions, Commercial Real Estate, Investment Properties, Dispositions
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Brown University 1981 — 1985
BA, Engineering & Economics
George Comfort & Sons, Inc. 2002 - Present
Citigroup 1996 - 2001
JP Morgan 1992 - 1996
AEW INVESTMENT MANAGEMENT 1989 - 1992
Goldman Sachs 1988 - 1988
Skills
Real Estate Economics, Asset Management, Due Diligence, Real Estate Development, Valuation, Real Estate, Real Estate Transactions, Commercial Real Estate, Investment Properties, Dispositions
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Brown University 1981 — 1985
BA, Engineering & Economics
Jeffrey Maggard's J.P. Morgan Experience April 2008 - December 2008
Job Jeffrey D. Maggard, Attorney at Law
Industry Law Practice
Experience
Jeffrey D. Maggard, Attorney at Law December 2009 - Present
JP Morgan April 2008 - December 2008
Bear Stearns 2001 - 2008
FitchRatings 1994 - 2000
Education
Brooklyn Law School
JD
Lehigh University - College of Business and Economics 1990 — 1994
BS, Finance
Choate Rosemary Hall
Jeffrey D. Maggard, Attorney at Law December 2009 - Present
JP Morgan April 2008 - December 2008
Bear Stearns 2001 - 2008
FitchRatings 1994 - 2000
Education
Brooklyn Law School
JD
Lehigh University - College of Business and Economics 1990 — 1994
BS, Finance
Choate Rosemary Hall
Angela Neumann's J.P. Morgan Experience July 2010 - October 2014
Job Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank November 2014 - Present
JP Morgan July 2010 - October 2014
Life & Money Matters, LLC March 2007 - July 2010
TIAA-CREF April 2005 - November 2006
TIAA-CREF November 2000 - April 2005
Banc One Investment Advisors March 1998 - November 2000
Skills
Investments, Estate Planning, Wealth Management, Wealth Management..., Retirement Planning, Strategic Financial..., Leadership, Banking, Wealth, High Net Worth..., Tax, Series 7, Investment Advisory, Mutual Funds, Financial Planning
Education
College for Financial Planning 2004 — 2009
Masters, Personal Financial Planning
Central Michigan University 1992 — 1996
Bachelor, Finance, Economics
Fifth Third Private Bank November 2014 - Present
JP Morgan July 2010 - October 2014
Life & Money Matters, LLC March 2007 - July 2010
TIAA-CREF April 2005 - November 2006
TIAA-CREF November 2000 - April 2005
Banc One Investment Advisors March 1998 - November 2000
Skills
Investments, Estate Planning, Wealth Management, Wealth Management..., Retirement Planning, Strategic Financial..., Leadership, Banking, Wealth, High Net Worth..., Tax, Series 7, Investment Advisory, Mutual Funds, Financial Planning
Education
College for Financial Planning 2004 — 2009
Masters, Personal Financial Planning
Central Michigan University 1992 — 1996
Bachelor, Finance, Economics
Andrew Kazior's J.P. Morgan Experience July 2003 - Present
Job Executive Director, JPMorgan Asset Management
Industry Investment Management
Experience
JP Morgan July 2003 - Present
Education
Bucknell University 1998 — 2002
BS, Business Management
JP Morgan July 2003 - Present
Education
Bucknell University 1998 — 2002
BS, Business Management
Shouzhou Shi's J.P. Morgan Experience July 2010 - Present
Job Project Manager at JP Morgan
Industry Banking
Experience
JP Morgan July 2010 - Present
Barclays Wealth 2008 - July 2010
Education
Carnegie Mellon University 2004 — 2008
Information Systems
JP Morgan July 2010 - Present
Barclays Wealth 2008 - July 2010
Education
Carnegie Mellon University 2004 — 2008
Information Systems
Xu Fan 樊旭's J.P. Morgan Experience June 2008 - Present
Job Quantitative Analysis
Industry Investment Banking
Experience
JP Morgan June 2008 - Present
Bear Stearns September 2007 - June 2008
Countrywide 2003 - 2007
State Street Research 2001 - 2003
AlphaMetrics Capital Management 1999 - 2000
Skills
Quantitative Finance
Education
Carnegie Mellon University
Ph.D.
University of Science and Technology of China
BS
JP Morgan June 2008 - Present
Bear Stearns September 2007 - June 2008
Countrywide 2003 - 2007
State Street Research 2001 - 2003
AlphaMetrics Capital Management 1999 - 2000
Skills
Quantitative Finance
Education
Carnegie Mellon University
Ph.D.
University of Science and Technology of China
BS
Christine Zampi's J.P. Morgan Experience 1993 - 2001
Job Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty September 2006 - Present
JP Morgan 1993 - 2001
American Express February 1989 - June 1993
Education
Goldey-Beacom College 1989 — 1991
BS, Business
Broome Community College 1981 — 1984
AAS, Business and Computer Science
Keller Williams Realty September 2006 - Present
JP Morgan 1993 - 2001
American Express February 1989 - June 1993
Education
Goldey-Beacom College 1989 — 1991
BS, Business
Broome Community College 1981 — 1984
AAS, Business and Computer Science
Haile Beyene's J.P. Morgan Experience 2011 - 2011
Job Principal Advisor at Barka Energy
Industry Oil & Energy
Experience
Barka Energy September 2013 - Present
Opportune LLP November 2012 - August 2013
BNP Paribas January 2012 - November 2012
J.P. Morgan 2011 - 2011
RBC Capital Markets 2010 - 2010
Credit Suisse 2006 - 2009
Bain Capital 2000 - 2006
JP Morgan 1996 - 2000
Skills
Commodity, Derivatives, Trading, Hedging, Commodity Markets, Investment Banking, Hedge Funds, Valuation, Bloomberg, Capital Markets, Options, Fixed Income, Financial Modeling, Swaps, Equities, Crude, Refined Products, RINs, Carbon, Biofuels, Natural Gas Trading, Power Trading, International Crude, Domestic Crude, Railway Systems, Waterborne, Logistic Pipelines, Energy
Education
California State University-San Bernardino
BSc., Finance
Barka Energy September 2013 - Present
Opportune LLP November 2012 - August 2013
BNP Paribas January 2012 - November 2012
J.P. Morgan 2011 - 2011
RBC Capital Markets 2010 - 2010
Credit Suisse 2006 - 2009
Bain Capital 2000 - 2006
JP Morgan 1996 - 2000
Skills
Commodity, Derivatives, Trading, Hedging, Commodity Markets, Investment Banking, Hedge Funds, Valuation, Bloomberg, Capital Markets, Options, Fixed Income, Financial Modeling, Swaps, Equities, Crude, Refined Products, RINs, Carbon, Biofuels, Natural Gas Trading, Power Trading, International Crude, Domestic Crude, Railway Systems, Waterborne, Logistic Pipelines, Energy
Education
California State University-San Bernardino
BSc., Finance
Brent Bulock's J.P. Morgan Experience 2008 - 2009
Job at
Industry Medical Devices
Experience
Medtronic September 2015 - Present
EMC July 2014 - Present
EMC April 2012 - July 2014
Bank of New York Mellon February 2009 - March 2012
JPMorgan Chase January 2008 - February 2009
JP Morgan 2008 - 2009
EMC 2007 - 2008
Skills
Portfolio Management, Finance, Mutual Funds, Bloomberg, Financial Modeling, Financial Analysis, Equities, Management, Microsoft Excel, Financial Reporting, Investments, PowerPoint, Fixed Income, Leadership, Risk Management, Process Improvement
Education
Bryant University 2003 — 2007
Bachelor of Science (BS), Finance
Medtronic September 2015 - Present
EMC July 2014 - Present
EMC April 2012 - July 2014
Bank of New York Mellon February 2009 - March 2012
JPMorgan Chase January 2008 - February 2009
JP Morgan 2008 - 2009
EMC 2007 - 2008
Skills
Portfolio Management, Finance, Mutual Funds, Bloomberg, Financial Modeling, Financial Analysis, Equities, Management, Microsoft Excel, Financial Reporting, Investments, PowerPoint, Fixed Income, Leadership, Risk Management, Process Improvement
Education
Bryant University 2003 — 2007
Bachelor of Science (BS), Finance
Ben Chittenden's J.P. Morgan Experience June 2008 - January 2009
Job Director, Equity Research Senior Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. June 2013 - Present
Oppenheimer & Co. February 2009 - Present
JP Morgan June 2008 - January 2009
Bear Stearns February 2007 - June 2008
Bear Stearns December 2005 - February 2007
Bear Stearns July 2004 - December 2005
Skills
Equity Research, Private Equity, Series 7, Equities, Capital Markets, Bloomberg, Valuation, Financial Services, Financial Modeling, Investments, Equity Valuation, Securities, Alternative Investments, Fixed Income, Financial Analysis, Financial Markets, Chartered Financial..., DCF, Economics, Financial Statement..., Options, Investment Banking, Asset Managment, Investment Strategies, Series 63, Institutional..., Credit Analysis
Education
Bucknell University 2000 — 2004
BA, Mathematics and Economics
Oppenheimer & Co. June 2013 - Present
Oppenheimer & Co. February 2009 - Present
JP Morgan June 2008 - January 2009
Bear Stearns February 2007 - June 2008
Bear Stearns December 2005 - February 2007
Bear Stearns July 2004 - December 2005
Skills
Equity Research, Private Equity, Series 7, Equities, Capital Markets, Bloomberg, Valuation, Financial Services, Financial Modeling, Investments, Equity Valuation, Securities, Alternative Investments, Fixed Income, Financial Analysis, Financial Markets, Chartered Financial..., DCF, Economics, Financial Statement..., Options, Investment Banking, Asset Managment, Investment Strategies, Series 63, Institutional..., Credit Analysis
Education
Bucknell University 2000 — 2004
BA, Mathematics and Economics
Ed Benison's J.P. Morgan Experience Executive Vice PresidentMax Recovery2001 - Present
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan Executive Vice PresidentMax Recovery2001 - Present
Bear Stearns 1994 - 2008
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Carnegie Mellon University 1977 — 1981
BS, Business Administration / Economics
JP Morgan Executive Vice PresidentMax Recovery2001 - Present
Bear Stearns 1994 - 2008
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Carnegie Mellon University 1977 — 1981
BS, Business Administration / Economics
Nanette Buziak's J.P. Morgan Experience 1997 - 2005
Job Managing Director; Head of Equities Trading at Voya Investment Management
Industry Financial Services
Experience
ING Investment Management February 2005 - Present
Voya Investment Management February 2005 - Present
J.P. Morgan Asset Management March 1997 - February 2005
JP Morgan 1997 - 2005
First Marathon America, Inc. January 1994 - March 1997
Bear Stearns June 1993 - January 1994
Skills
Equities, Electronic Trading, Series 7, Series 55, Series 3, Portfolio Management, Portfolio Optimization, Equity Capital Markets, Securities, Bloomberg, Derivatives, FINRA, Equity Trading, Fixed Income, Trading, Hedge Funds, Options, Asset Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Series 63, Financial Markets, Equity Research
Education
Bryant University 1989 — 1993
BBA, Applied Actuarial Mathematics
Bryant University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Actuarial Mathematics
ING Investment Management February 2005 - Present
Voya Investment Management February 2005 - Present
J.P. Morgan Asset Management March 1997 - February 2005
JP Morgan 1997 - 2005
First Marathon America, Inc. January 1994 - March 1997
Bear Stearns June 1993 - January 1994
Skills
Equities, Electronic Trading, Series 7, Series 55, Series 3, Portfolio Management, Portfolio Optimization, Equity Capital Markets, Securities, Bloomberg, Derivatives, FINRA, Equity Trading, Fixed Income, Trading, Hedge Funds, Options, Asset Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Series 63, Financial Markets, Equity Research
Education
Bryant University 1989 — 1993
BBA, Applied Actuarial Mathematics
Bryant University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Actuarial Mathematics
Bobby Marcoux's J.P. Morgan Experience July 2012 - Present
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2012 - Present
Carnegie Mellon Tepper School of Business August 2010 - May 2012
JP Morgan June 2011 - August 2011
Nicobar Group October 2007 - February 2010
Skills
Fixed Income, Capital Markets, Finance, Emerging Markets, Financial Markets, Banking, Securities
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance, Economics
Middlebury College 2003 — 2007
BA, Economics/Chinese
J.P. Morgan July 2012 - Present
Carnegie Mellon Tepper School of Business August 2010 - May 2012
JP Morgan June 2011 - August 2011
Nicobar Group October 2007 - February 2010
Skills
Fixed Income, Capital Markets, Finance, Emerging Markets, Financial Markets, Banking, Securities
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance, Economics
Middlebury College 2003 — 2007
BA, Economics/Chinese
Michael Walmark's J.P. Morgan Experience Senior Managing DirectorBear Stearns/Emc Mortgage1989 - 2008
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan Senior Managing DirectorBear Stearns/Emc Mortgage1989 - 2008
Bear Stearns 1989 - 2008
Education
Columbia University - Columbia Business School 1987 — 1989
Master of Business Administration (M.B.A.)
Bucknell University 1980 — 1984
Bachelor's Degree, Economics
JP Morgan Senior Managing DirectorBear Stearns/Emc Mortgage1989 - 2008
Bear Stearns 1989 - 2008
Education
Columbia University - Columbia Business School 1987 — 1989
Master of Business Administration (M.B.A.)
Bucknell University 1980 — 1984
Bachelor's Degree, Economics
Stephen C. Wesel, CFA's J.P. Morgan Experience May 2000 - February 2001
Job Director at ITOCHU International
Industry Venture Capital & Private Equity
Experience
ITOCHU International September 2005 - Present
Deutsche Bank Securities February 2001 - April 2002
JP Morgan May 2000 - February 2001
Lehman Brothers October 1994 - May 2000
Daimler-Benz/AEG Automation, Inc. 1988 - 1991
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MBA, Finance
University of Michigan 1981 — 1986
BS Engineering, Mechanical & Electrical Enginnering
St. Mary's International School (Tokyo) 1976 — 1981
High School
St. Maur's sister school
ITOCHU International September 2005 - Present
Deutsche Bank Securities February 2001 - April 2002
JP Morgan May 2000 - February 2001
Lehman Brothers October 1994 - May 2000
Daimler-Benz/AEG Automation, Inc. 1988 - 1991
Education
Carnegie Mellon University - Tepper School of Business 1989 — 1992
MBA, Finance
University of Michigan 1981 — 1986
BS Engineering, Mechanical & Electrical Enginnering
St. Mary's International School (Tokyo) 1976 — 1981
High School
St. Maur's sister school
Glenn Ansiel's J.P. Morgan Experience May 2002 - Present
Job
Industry Investment Banking
Experience
JP Morgan May 2002 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1992
MBA
California Polytechnic State University-San Luis Obispo 1985 — 1987
B.S.
JP Morgan May 2002 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1992
MBA
California Polytechnic State University-San Luis Obispo 1985 — 1987
B.S.
Heidi (Williams) Corbin's J.P. Morgan Experience 1999 - 1999
Job Educator/Fitness Professional
Industry Education Management
Experience
H & R Block January 2011 - Present
Get Fit with Heidi October 2005 - Present
YMCA 2005 - Present
Upper Darby School District September 2002 - Present
Beneficial Savings Bank 1999 - 2001
JP Morgan 1999 - 1999
Mercy Health System 1997 - 1999
Nationwide Insurance 1996 - 1997
Skills
Teaching, Curriculum Design, Tutoring, Lesson Planning, Elementary Education, Classroom Management, Classroom, Staff Development, Educational Technology, Literacy, Curriculum Development, Teacher Training
Education
Cabrini College 2002 — 2006
Master of Education
Temple University - Fox School of Business and Management 1991 — 1996
Bachelor of Business, Finance/Risk Management & Insurance
H & R Block January 2011 - Present
Get Fit with Heidi October 2005 - Present
YMCA 2005 - Present
Upper Darby School District September 2002 - Present
Beneficial Savings Bank 1999 - 2001
JP Morgan 1999 - 1999
Mercy Health System 1997 - 1999
Nationwide Insurance 1996 - 1997
Skills
Teaching, Curriculum Design, Tutoring, Lesson Planning, Elementary Education, Classroom Management, Classroom, Staff Development, Educational Technology, Literacy, Curriculum Development, Teacher Training
Education
Cabrini College 2002 — 2006
Master of Education
Temple University - Fox School of Business and Management 1991 — 1996
Bachelor of Business, Finance/Risk Management & Insurance
Karen Prange's J.P. Morgan Experience 1997 - May 2011
Job Senior inhouse attorney specializing in retirement administration and investment products
Industry Law Practice
Experience
Great-West Financial May 1997 - Present
JPMorgan Chase May 2011 - August 2014
JP Morgan 1997 - May 2011
Chicago Trust Company June 1995 - May 1997
Chicago Title and Trust Company May 1987 - June 1995
Skills
Risk Management, ERISA, Securities, Securities Regulation, Corporate Governance, Management, Trusts, Financial Services, Mutual Funds, Asset Management, Pensions, Investments, Retirement, Mergers, Leadership, Due Diligence, Mergers & Acquisitions, Compliance, Staff Management, Department Budgeting, Asset Managment, 401k, Legal Compliance, Relationship Management, Trust Services, Tax Law, Contract Law, Employee Benefits, Project Management, Team Leadership, Cross-functional Team...
Education
American Bankers Association National Trust School 1996 — 2000
Chicago-Kent College of Law, Illinois Institute of Technology 1991 — 1995
JD, Law
Blackburn College 1983 — 1987
Bachelor of Arts (B.A.), Accounting and Written Communications
Great-West Financial May 1997 - Present
JPMorgan Chase May 2011 - August 2014
JP Morgan 1997 - May 2011
Chicago Trust Company June 1995 - May 1997
Chicago Title and Trust Company May 1987 - June 1995
Skills
Risk Management, ERISA, Securities, Securities Regulation, Corporate Governance, Management, Trusts, Financial Services, Mutual Funds, Asset Management, Pensions, Investments, Retirement, Mergers, Leadership, Due Diligence, Mergers & Acquisitions, Compliance, Staff Management, Department Budgeting, Asset Managment, 401k, Legal Compliance, Relationship Management, Trust Services, Tax Law, Contract Law, Employee Benefits, Project Management, Team Leadership, Cross-functional Team...
Education
American Bankers Association National Trust School 1996 — 2000
Chicago-Kent College of Law, Illinois Institute of Technology 1991 — 1995
JD, Law
Blackburn College 1983 — 1987
Bachelor of Arts (B.A.), Accounting and Written Communications
Mark Aitken's J.P. Morgan Experience 1996 - 2008
Job VP / Relationship Manager at US Bank
Industry Banking
Experience
US Bank October 2009 - Present
Wells Fargo May 2008 - October 2009
JP Morgan 1996 - 2008
Skills
Commercial Lending, Commercial Banking, Banking, Loans, Credit Analysis, Credit, Portfolio Management, Financial Analysis, Investments, Underwriting, Finance, Commercial Mortgages
Education
California State University-Sacramento 1993 — 1995
MS, Accoutancy
California Polytechnic State University-San Luis Obispo 1984 — 1989
BS, Ag Bus - Finance & Appraisal
US Bank October 2009 - Present
Wells Fargo May 2008 - October 2009
JP Morgan 1996 - 2008
Skills
Commercial Lending, Commercial Banking, Banking, Loans, Credit Analysis, Credit, Portfolio Management, Financial Analysis, Investments, Underwriting, Finance, Commercial Mortgages
Education
California State University-Sacramento 1993 — 1995
MS, Accoutancy
California Polytechnic State University-San Luis Obispo 1984 — 1989
BS, Ag Bus - Finance & Appraisal
Kimberly Ramsay's J.P. Morgan Experience December 2005 - July 2010
Job Community Contract Specialist at ACHIEVE (BroomeTioga Counties Chapter, NYSARC, Inc.)
Industry Staffing and Recruiting
Experience
ACHIEVE (Broome-Tioga Counties Chapter, NYSARC, Inc.) June 2015 - Present
ACHIEVE (Broome-Tioga Counties Chapter, NYSARC, Inc.) November 2013 - June 2015
JPMORGAN CHASE October 2012 - March 2013
JPMorgan Chase August 2010 - October 2012
JP Morgan December 2005 - July 2010
J.P. Morgan April 2004 - November 2005
Schapiro's Uniform Rental October 2003 - April 2004
Lourdes Youth Services June 2002 - October 2003
Skills
Consulting, Process Consulting, Strategic Consulting, Writing, Technical Writing, Proofreading, Editing, Training, Training Delivery, Hands-on Training, Instructor-led Training, Communication Training, Public Speaking, Customer Service, Customer Satisfaction, Onboarding, New Hire Orientations, New Hire Training, Mentoring New Hires, Mentoring, Mentoring Of Staff, Professional Mentoring, Peer Mentoring, Management, Leadership, Software Documentation, PeopleSoft, Technical Documentation, PowerPoint, Project Management, Microsoft Excel, Project Planning, Banking, Coaching, Visio
Education
Jones International University 2007 — 2010
Master's degree, Business/Corporate Communications, 4.0
California State University-Long Beach 1994 — 1997
Bachelor of Arts (BA), Art History, Criticism and Conservation, 3.95
ACHIEVE (Broome-Tioga Counties Chapter, NYSARC, Inc.) June 2015 - Present
ACHIEVE (Broome-Tioga Counties Chapter, NYSARC, Inc.) November 2013 - June 2015
JPMORGAN CHASE October 2012 - March 2013
JPMorgan Chase August 2010 - October 2012
JP Morgan December 2005 - July 2010
J.P. Morgan April 2004 - November 2005
Schapiro's Uniform Rental October 2003 - April 2004
Lourdes Youth Services June 2002 - October 2003
Skills
Consulting, Process Consulting, Strategic Consulting, Writing, Technical Writing, Proofreading, Editing, Training, Training Delivery, Hands-on Training, Instructor-led Training, Communication Training, Public Speaking, Customer Service, Customer Satisfaction, Onboarding, New Hire Orientations, New Hire Training, Mentoring New Hires, Mentoring, Mentoring Of Staff, Professional Mentoring, Peer Mentoring, Management, Leadership, Software Documentation, PeopleSoft, Technical Documentation, PowerPoint, Project Management, Microsoft Excel, Project Planning, Banking, Coaching, Visio
Education
Jones International University 2007 — 2010
Master's degree, Business/Corporate Communications, 4.0
California State University-Long Beach 1994 — 1997
Bachelor of Arts (BA), Art History, Criticism and Conservation, 3.95
Joseph Fazzino's J.P. Morgan Experience 2002 - 2005
Job Senior Manager Pension Investments at United Technologies
Industry Investment Management
Experience
United Technologies March 2008 - Present
Bank of America 2005 - 2008
JP Morgan 2002 - 2005
Skills
Asset Management, Asset Allocation, Asset Managment, Capital Markets, Financial Modeling, Financial Risk, Mutual Funds, Investments, Fixed Income, Private Equity
Education
Fordham Gabelli School of Business 2003 — 2007
MBA, Finance
University of Virginia Darden School of Business
UTC Emerging Leadership Program – June 2010
Bryant University 1998 — 2002
BS, Finance & Economics
United Technologies March 2008 - Present
Bank of America 2005 - 2008
JP Morgan 2002 - 2005
Skills
Asset Management, Asset Allocation, Asset Managment, Capital Markets, Financial Modeling, Financial Risk, Mutual Funds, Investments, Fixed Income, Private Equity
Education
Fordham Gabelli School of Business 2003 — 2007
MBA, Finance
University of Virginia Darden School of Business
UTC Emerging Leadership Program – June 2010
Bryant University 1998 — 2002
BS, Finance & Economics
Laurel Markley's J.P. Morgan Experience February 1994 - March 2004
Job Vice President at Fifth Third Bank
Industry Investment Management
Experience
Fifth Third Bank March 2005 - Present
JP Morgan February 1994 - March 2004
Provident Bank 1989 - 1999
Skills
Wealth Management, Estate Planning, Retirement Planning, Series 7, Portfolio Management, Fixed Annuities, Investment Advisory, Insurance, Trust Services, Mutual Funds, Securities, Investments, Asset Allocation, Series 63, Wealth Management..., Investment Strategies, Investment Management, High Net Worth..., Alternative Investments, Asset Management, Financial Advisory, Finance, Strategic Financial..., Private Banking, Retirement, Financial Services, Series 65, Equities, Commercial Lending, Relationship Management, Banking, Loans, Commercial Banking, Small Business Lending, Credit, Treasury Management, Mortgage Lending, Credit Analysis, Fixed Income, Consumer Lending
Education
Capital University 1977 — 1981
Business
Fifth Third Bank March 2005 - Present
JP Morgan February 1994 - March 2004
Provident Bank 1989 - 1999
Skills
Wealth Management, Estate Planning, Retirement Planning, Series 7, Portfolio Management, Fixed Annuities, Investment Advisory, Insurance, Trust Services, Mutual Funds, Securities, Investments, Asset Allocation, Series 63, Wealth Management..., Investment Strategies, Investment Management, High Net Worth..., Alternative Investments, Asset Management, Financial Advisory, Finance, Strategic Financial..., Private Banking, Retirement, Financial Services, Series 65, Equities, Commercial Lending, Relationship Management, Banking, Loans, Commercial Banking, Small Business Lending, Credit, Treasury Management, Mortgage Lending, Credit Analysis, Fixed Income, Consumer Lending
Education
Capital University 1977 — 1981
Business
Huey-Min Chuang's J.P. Morgan Experience September 1994 - August 1997
Job Senior Director at Empire State Development
Industry Government Administration
Experience
Empire State Development May 2003 - Present
Empire State Development May 2003 - May 2009
Business Outreach Center Chinatown/ Lower East Side November 1998 - May 2003
JP Morgan September 1994 - August 1997
Skills
Non-profits, Business Development, Community Outreach, Entrepreneurship, Nonprofits, Fundraising, Program Management, Grants, Economic Development, Management, Project Management, Government, Program Development, Mergers & Acquisitions, Spanish, Writing
Education
Brown University
Bachelor's Degree, BA with honors, Internation Relations- Economics, Hispanic Studies
New York University
Executive Education, Certificate in Real Estate Development
Universitat Pompeu Fabra 1997 — 1998
Postgraduate Degree, Business Administration and Management, Rotary Ambassadorial Scholarship winner
Brown University
BA with Honors, Economics, International Relations, Hispanic Studies
Colegio Lincoln Hall
Empire State Development May 2003 - Present
Empire State Development May 2003 - May 2009
Business Outreach Center Chinatown/ Lower East Side November 1998 - May 2003
JP Morgan September 1994 - August 1997
Skills
Non-profits, Business Development, Community Outreach, Entrepreneurship, Nonprofits, Fundraising, Program Management, Grants, Economic Development, Management, Project Management, Government, Program Development, Mergers & Acquisitions, Spanish, Writing
Education
Brown University
Bachelor's Degree, BA with honors, Internation Relations- Economics, Hispanic Studies
New York University
Executive Education, Certificate in Real Estate Development
Universitat Pompeu Fabra 1997 — 1998
Postgraduate Degree, Business Administration and Management, Rotary Ambassadorial Scholarship winner
Brown University
BA with Honors, Economics, International Relations, Hispanic Studies
Colegio Lincoln Hall
Patel Dilip's J.P. Morgan Experience 2002 - 2009
Job Student at Centennial College
Industry Computer Software
Experience
jp morgan 2002 - 2009
Education
Centennial College 2007 — 2010
Saint Joseph's School Khanusa 2000 — 2006
12th, Science
jp morgan 2002 - 2009
Education
Centennial College 2007 — 2010
Saint Joseph's School Khanusa 2000 — 2006
12th, Science
Michael Colucci's J.P. Morgan Experience 1988 - 1999
Job Managing Director at Mid Atlantic Capital Management
Industry Financial Services
Experience
Mid Atlantic Capital Management April 2012 - Present
Cowen and Company July 2010 - April 2012
Mid Atlantic Capital Management September 2008 - June 2010
Credit Suisse March 1999 - March 2008
JP Morgan 1988 - 1999
Skills
Equities, Hedge Funds, Derivatives, Fixed Income, Equity Derivatives, Capital Markets, Options, Trading, Bloomberg, Alternative Investments, Trading Systems, Equity Trading, Investment Banking, High Yield, Series 7, Electronic Trading, Credit Derivatives, Proprietary Trading, Valuation, Special Situations, Bonds, Volatility, Risk Management, Securities, Series 63, Financial Risk
Education
Carnegie Mellon University 1984 — 1988
Bachelor's Degree, Computer Science/Info Sys & Dec.Systems
Carnegie Mellon University 1984 — 1988
Industrial Management./Business Administration and Management
Mid Atlantic Capital Management April 2012 - Present
Cowen and Company July 2010 - April 2012
Mid Atlantic Capital Management September 2008 - June 2010
Credit Suisse March 1999 - March 2008
JP Morgan 1988 - 1999
Skills
Equities, Hedge Funds, Derivatives, Fixed Income, Equity Derivatives, Capital Markets, Options, Trading, Bloomberg, Alternative Investments, Trading Systems, Equity Trading, Investment Banking, High Yield, Series 7, Electronic Trading, Credit Derivatives, Proprietary Trading, Valuation, Special Situations, Bonds, Volatility, Risk Management, Securities, Series 63, Financial Risk
Education
Carnegie Mellon University 1984 — 1988
Bachelor's Degree, Computer Science/Info Sys & Dec.Systems
Carnegie Mellon University 1984 — 1988
Industrial Management./Business Administration and Management
Sharon Bazbaz's J.P. Morgan Experience 1996 - 2010
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2010 - Present
JP Morgan 1996 - 2010
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Hedge Funds, Valuation, Private Equity, Financial Modeling, Corporate Finance, Portfolio Management, Emerging Markets
Education
Brown University
Morgan Stanley 2010 - Present
JP Morgan 1996 - 2010
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Hedge Funds, Valuation, Private Equity, Financial Modeling, Corporate Finance, Portfolio Management, Emerging Markets
Education
Brown University
Justin Lewis's J.P. Morgan Experience November 2008 - April 2011
Job Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2011 - Present
J.P. Morgan November 2008 - April 2011
JP Morgan Chase November 2000 - March 2005
JP Morgan September 1997 - November 2000
Coopers & Lybrand September 1994 - September 1997
Skills
Middle Office, Product Control, Swaps, FX, Commodity, Derivatives, Commodities, Fixed Income, Structured Products, Risk
Education
Cardiff University / Prifysgol Caerdydd 1991 — 1994
Bsc, Accountancy
Hayfield School 1984 — 1991
Bank of America Merrill Lynch April 2011 - Present
J.P. Morgan November 2008 - April 2011
JP Morgan Chase November 2000 - March 2005
JP Morgan September 1997 - November 2000
Coopers & Lybrand September 1994 - September 1997
Skills
Middle Office, Product Control, Swaps, FX, Commodity, Derivatives, Commodities, Fixed Income, Structured Products, Risk
Education
Cardiff University / Prifysgol Caerdydd 1991 — 1994
Bsc, Accountancy
Hayfield School 1984 — 1991
Stuart Stevens's J.P. Morgan Experience January 2011 - September 2011
Job Owner at Vermont Precision Stone, Inc.
Industry Recreational Facilities and Services
Experience
Vermont Precision Stone, Inc. November 2011 - Present
JP Morgan January 2011 - September 2011
Country Home Products February 2010 - December 2010
Kwiniaska Golf Club March 1994 - September 2009
Education
Champlain College 1979 — 1981
AS, Computer Programming
Blue Mountain Union High School 1976 — 1979
Vermont Precision Stone, Inc. November 2011 - Present
JP Morgan January 2011 - September 2011
Country Home Products February 2010 - December 2010
Kwiniaska Golf Club March 1994 - September 2009
Education
Champlain College 1979 — 1981
AS, Computer Programming
Blue Mountain Union High School 1976 — 1979
Bill Georges's J.P. Morgan Experience 2005 - 2008
Job Vice President, Business Development at Horizon Blue Cross Blue Shield of New Jersey
Industry Insurance
Experience
Horizon Blue Cross Blue Shield of New Jersey 2015 - Present
Horizon Blue Cross Blue Shield of New Jersey 2011 - 2015
Horizon Blue Cross Blue Shield of NJ 2008 - 2011
JP Morgan 2005 - 2008
UBS Investment Bank 2003 - 2005
Skills
Financial Modeling, Valuation, Equities, Investments, Capital Markets, Hedge Funds, Investment Banking, Financial Analysis, Private Equity, Corporate Finance, Managed Care, Health Insurance
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Villanova University School of Law 1992 — 1995
JD, Law
Brown University 1988 — 1992
AB, Economics, Magna cum laude
Horizon Blue Cross Blue Shield of New Jersey 2015 - Present
Horizon Blue Cross Blue Shield of New Jersey 2011 - 2015
Horizon Blue Cross Blue Shield of NJ 2008 - 2011
JP Morgan 2005 - 2008
UBS Investment Bank 2003 - 2005
Skills
Financial Modeling, Valuation, Equities, Investments, Capital Markets, Hedge Funds, Investment Banking, Financial Analysis, Private Equity, Corporate Finance, Managed Care, Health Insurance
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Villanova University School of Law 1992 — 1995
JD, Law
Brown University 1988 — 1992
AB, Economics, Magna cum laude
Eileen (Tucker) Spiro, CFA's J.P. Morgan Experience August 2009 - July 2012
Job Senior Associate at Shenkman Capital Management
Industry Financial Services
Experience
Shenkman Capital Management August 2012 - Present
J.P. Morgan August 2009 - July 2012
Stratton Mountain Resort November 2005 - February 2010
JP Morgan May 2008 - August 2008
Bear Stearns & Company May 2007 - August 2007
Skills
Bloomberg, Data Analysis, Statistics, Project Management, Ski, Credit Derivatives, Fixed Income Analysis, Financial Modeling, Financial Analysis, Research, Microsoft Excel, Corporate Finance, Fixed Income, Portfolio Performance..., MS Excel Pivot Tables, Excel Dashboards, Visual Basic, Morningstar Direct, R, Factset, VBA, Statistical Modeling, Quantitative Analytics, Capital Markets, Investment Management, Investments, High Yield, Analysis, Analytics, Portfolio Management, Valuation, Asset Management
Education
Carnegie Mellon University 2005 — 2009
B.S., Mathematical Sciences (Operations Research) & Statistics
Shenkman Capital Management August 2012 - Present
J.P. Morgan August 2009 - July 2012
Stratton Mountain Resort November 2005 - February 2010
JP Morgan May 2008 - August 2008
Bear Stearns & Company May 2007 - August 2007
Skills
Bloomberg, Data Analysis, Statistics, Project Management, Ski, Credit Derivatives, Fixed Income Analysis, Financial Modeling, Financial Analysis, Research, Microsoft Excel, Corporate Finance, Fixed Income, Portfolio Performance..., MS Excel Pivot Tables, Excel Dashboards, Visual Basic, Morningstar Direct, R, Factset, VBA, Statistical Modeling, Quantitative Analytics, Capital Markets, Investment Management, Investments, High Yield, Analysis, Analytics, Portfolio Management, Valuation, Asset Management
Education
Carnegie Mellon University 2005 — 2009
B.S., Mathematical Sciences (Operations Research) & Statistics
Elizabeth Koster's J.P. Morgan Experience June 2010 - Present
Job Trust Administrator at JP Morgan
Industry Banking
Experience
JP Morgan June 2010 - Present
JPMorgan Chase & Co, Kelly Law Registry March 2009 - February 2010
Allstate, Kelly Law Registry September 2008 - November 2008
Chalmers & Nagel June 2003 - March 2004
Skills
Estate Planning, Legal Writing, Banking, Legal Research, Trusts, Tax
Education
Loyola University Chicago School of Law 2005 — 2007
Juris Doctor, Law
Capital University Law School 2004 — 2005
none, Juris Doctor Studies
The Ohio State University 1998 — 2002
Bachelor of Arts, Political Science and Communication
JP Morgan June 2010 - Present
JPMorgan Chase & Co, Kelly Law Registry March 2009 - February 2010
Allstate, Kelly Law Registry September 2008 - November 2008
Chalmers & Nagel June 2003 - March 2004
Skills
Estate Planning, Legal Writing, Banking, Legal Research, Trusts, Tax
Education
Loyola University Chicago School of Law 2005 — 2007
Juris Doctor, Law
Capital University Law School 2004 — 2005
none, Juris Doctor Studies
The Ohio State University 1998 — 2002
Bachelor of Arts, Political Science and Communication
Tyler Booher's J.P. Morgan Experience March 2011 - Present
Job Equity Derivatives Trader at JP Morgan
Industry Banking
Experience
JP Morgan March 2011 - Present
BNP Paribas July 2008 - February 2011
Education
Carnegie Mellon University 2004 — 2008
BSBA, Finance
JP Morgan March 2011 - Present
BNP Paribas July 2008 - February 2011
Education
Carnegie Mellon University 2004 — 2008
BSBA, Finance
Bruce Gebhardt's J.P. Morgan Experience 1983 - 1988
Job Partner at Pathfinder Capital Advisors LLC
Industry Investment Banking
Experience
Pathfinder Capital Advisors LLC January 2002 - Present
BofA Merrill Lynch 1999 - 2001
Merrill Lynch March 1989 - April 1996
JP Morgan 1983 - 1988
Skills
Structuring, Capital Markets, Investment Banking, Project Finance, Tax-advantaged..., Financial Structuring, Alternative Investments, Financial Modeling, Valuation, Renewable Energy, Due Diligence, Financial Analysis, Private Equity, Corporate Finance, Structured Finance, Structured Products, Hedge Funds, Mergers & Acquisitions, Emerging Markets, Restructuring, Equities, Leveraged Finance, M&A experience, Corporate Development, IPO, LBO, Joint Ventures, Fixed Income, Securities, Asset Management, Investments, Portfolio Management, Investor Relations, Venture Capital
Education
Carnegie Mellon University 1982 — 1984
MBA
University of Pittsburgh 1976 — 1980
Bachelor of Science (BS), Chemical Engineering/Petroleum Engineering
Pathfinder Capital Advisors LLC January 2002 - Present
BofA Merrill Lynch 1999 - 2001
Merrill Lynch March 1989 - April 1996
JP Morgan 1983 - 1988
Skills
Structuring, Capital Markets, Investment Banking, Project Finance, Tax-advantaged..., Financial Structuring, Alternative Investments, Financial Modeling, Valuation, Renewable Energy, Due Diligence, Financial Analysis, Private Equity, Corporate Finance, Structured Finance, Structured Products, Hedge Funds, Mergers & Acquisitions, Emerging Markets, Restructuring, Equities, Leveraged Finance, M&A experience, Corporate Development, IPO, LBO, Joint Ventures, Fixed Income, Securities, Asset Management, Investments, Portfolio Management, Investor Relations, Venture Capital
Education
Carnegie Mellon University 1982 — 1984
MBA
University of Pittsburgh 1976 — 1980
Bachelor of Science (BS), Chemical Engineering/Petroleum Engineering
Carolyn Stone's J.P. Morgan Experience September 1984 - February 1990
Job Principal at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management PresidentCity Planner1991 - 2014
BankAmerica February 1990 - June 1996
JP Morgan September 1984 - February 1990
Education
Brown University
BA, International Relations
Columbia University - Columbia Business School
MBA, Finance
Bernstein Global Wealth Management PresidentCity Planner1991 - 2014
BankAmerica February 1990 - June 1996
JP Morgan September 1984 - February 1990
Education
Brown University
BA, International Relations
Columbia University - Columbia Business School
MBA, Finance
Erin Simonson's J.P. Morgan Experience September 1994 - September 1996
Job CFO, Director of Business Development at International Mountain Guides
Industry Leisure, Travel & Tourism
Experience
International Mountain Guides January 1998 - Present
JP Morgan September 1994 - September 1996
RM Bancorp January 1988 - July 1992
Arthur Young January 1983 - August 1987
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, Finance, Strategic Planning, Entrepreneurism
California State University, Fresno 1980 — 1982
Bachelor of Science, Business Administration - Accounting
International Mountain Guides January 1998 - Present
JP Morgan September 1994 - September 1996
RM Bancorp January 1988 - July 1992
Arthur Young January 1983 - August 1987
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, Finance, Strategic Planning, Entrepreneurism
California State University, Fresno 1980 — 1982
Bachelor of Science, Business Administration - Accounting
Erick Hoens's J.P. Morgan Experience December 2010 - February 2011
Job Accountant at The MandMarblestone Group
Industry Logistics and Supply Chain
Experience
US Navy August 2011 - Present
The MandMarblestone Group January 2013 - Present
JP Morgan December 2010 - February 2011
DFAS June 2010 - August 2010
Skills
Accounting, Military, DoD, Microsoft Excel, Budgets, PowerPoint, Microsoft Word, SAP, Project Management, Customer Service, Strategic Planning, Access, Financial Analysis, Project Planning, Research, Public Speaking, Outlook, Leadership
Education
Central Michigan University 2012 — 2014
Master of Science (MS), Administration
Rochester Institute of Technology 2007 — 2011
Bachelors of Science, Finance
US Navy August 2011 - Present
The MandMarblestone Group January 2013 - Present
JP Morgan December 2010 - February 2011
DFAS June 2010 - August 2010
Skills
Accounting, Military, DoD, Microsoft Excel, Budgets, PowerPoint, Microsoft Word, SAP, Project Management, Customer Service, Strategic Planning, Access, Financial Analysis, Project Planning, Research, Public Speaking, Outlook, Leadership
Education
Central Michigan University 2012 — 2014
Master of Science (MS), Administration
Rochester Institute of Technology 2007 — 2011
Bachelors of Science, Finance
Rodney Bolden's J.P. Morgan Experience August 2010 - June 2012
Job Financial Services Professional
Industry Financial Services
Experience
KeyBank June 2015 - Present
Anthem April 2014 - May 2015
JP Morgan August 2010 - June 2012
JPMorgan Chase & Co. December 2006 - August 2010
JPMorgan Chase & Co. December 2004 - December 2006
JPMorgan Chase & Co. November 2003 - December 2004
Oppenheimer & Co. Inc. March 2002 - November 2003
Lehman Brothers April 1998 - March 2002
Bear Stearns & Company May 1997 - April 1998
Oppenheimer & Co. Inc. August 1988 - February 1997
Skills
Relationship Management, Sales, Sales Management, Financial Advisory, Financial Education, Government Relations, New Business Development, Banking, Credit, Financial Analysis, Financial Services, Portfolio Management, Risk Management
Education
Brown University
KeyBank June 2015 - Present
Anthem April 2014 - May 2015
JP Morgan August 2010 - June 2012
JPMorgan Chase & Co. December 2006 - August 2010
JPMorgan Chase & Co. December 2004 - December 2006
JPMorgan Chase & Co. November 2003 - December 2004
Oppenheimer & Co. Inc. March 2002 - November 2003
Lehman Brothers April 1998 - March 2002
Bear Stearns & Company May 1997 - April 1998
Oppenheimer & Co. Inc. August 1988 - February 1997
Skills
Relationship Management, Sales, Sales Management, Financial Advisory, Financial Education, Government Relations, New Business Development, Banking, Credit, Financial Analysis, Financial Services, Portfolio Management, Risk Management
Education
Brown University
Ailyn Fun's J.P. Morgan Experience January 2011 - July 2012
Job
Industry Investment Management
Experience
Marathon Asset Management July 2014 - Present
BlackRock May 2013 - August 2013
JP Morgan January 2011 - July 2012
J.P. Morgan October 2008 - December 2010
Lehman Brothers April 2007 - September 2008
Lehman Brothers June 2006 - April 2007
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Brown University 2002 — 2006
AB, Economics and International Relations
Marathon Asset Management July 2014 - Present
BlackRock May 2013 - August 2013
JP Morgan January 2011 - July 2012
J.P. Morgan October 2008 - December 2010
Lehman Brothers April 2007 - September 2008
Lehman Brothers June 2006 - April 2007
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Brown University 2002 — 2006
AB, Economics and International Relations
Pradeep Jhanjee's J.P. Morgan Experience 1999 - 2001
Job Private Investor
Industry Financial Services
Experience
Barclays Capital 2005 - 2013
Credit Suisse First Boston 2001 - 2005
JP Morgan 1999 - 2001
Nomura Capital Services, Inc. 1996 - 1999
AIG FP 1993 - 1995
Atlantic Richfield Company 1990 - 1993
Allied Signal (Aerospace Sector) 1980 - 1988
Education
Carnegie Mellon University
Master's Degree, Computational Finance
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Kharagpur
Bachelor's Degree, Physics
Campion School (Mumbai)
High School
Barclays Capital 2005 - 2013
Credit Suisse First Boston 2001 - 2005
JP Morgan 1999 - 2001
Nomura Capital Services, Inc. 1996 - 1999
AIG FP 1993 - 1995
Atlantic Richfield Company 1990 - 1993
Allied Signal (Aerospace Sector) 1980 - 1988
Education
Carnegie Mellon University
Master's Degree, Computational Finance
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Kharagpur
Bachelor's Degree, Physics
Campion School (Mumbai)
High School
Robert Vela's J.P. Morgan Experience 2009 - Present
Job Private Bank Loan Processor
Industry Financial Services
Experience
JP Morgan 2009 - Present
Citadel Servicing Corp 2008 - 2009
Marloz Financial 2007 - 2008
Lending 1st Mortgage 2005 - 2007
Skills
California Department...
Education
California State University-Northridge 2002 — 2003
Sociology
Los Angeles Valley College 1998 — 2002
Associate's degree, Administration of Justice
JP Morgan 2009 - Present
Citadel Servicing Corp 2008 - 2009
Marloz Financial 2007 - 2008
Lending 1st Mortgage 2005 - 2007
Skills
California Department...
Education
California State University-Northridge 2002 — 2003
Sociology
Los Angeles Valley College 1998 — 2002
Associate's degree, Administration of Justice
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.