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
Jayson Littman, CCDP Jayson Littman, CCDP's J.P. Morgan Experience September 2007 - July 2009
Job Owner & Principal at Hebro Events
Industry Banking
Experience
Hebro Events March 2008 - Present
BNP Paribas February 2013 - July 2013
PwC Consulting September 2010 - April 2012
Bank of America March 2010 - August 2010
JP Morgan September 2007 - July 2009
JPMorgan Chase January 2005 - July 2009
JPMorgan Chase January 2004 - September 2007
Citigroup November 2000 - January 2005
GVA Williams June 1998 - October 2000
Skills
Social Media, Diversity Strategy, Event Planning, Credit, Energy, Commodities, Mergers, Program Management, Project Management, Leadership, Change Management, Mergers & Acquisitions, Event Management, Strategic Planning, Consulting, Business Development, Strategy, Recruiting, Public Relations, Finance, Management, Marketing, Social Networking, Commodity, Financial Services, Project Planning, Market Research, Public Speaking, Credit Risk, Financial Analysis, Talent Management, Social Media Marketing, Sales, Analysis, Risk Management, Business Analysis
Education
Cornell University 2009 — 2010
CCDP, Diversity Management Certificate
City University of New York-Brooklyn College 1997 — 2000
Bachelors, Psychology/Marketing
Hebro Events March 2008 - Present
BNP Paribas February 2013 - July 2013
PwC Consulting September 2010 - April 2012
Bank of America March 2010 - August 2010
JP Morgan September 2007 - July 2009
JPMorgan Chase January 2005 - July 2009
JPMorgan Chase January 2004 - September 2007
Citigroup November 2000 - January 2005
GVA Williams June 1998 - October 2000
Skills
Social Media, Diversity Strategy, Event Planning, Credit, Energy, Commodities, Mergers, Program Management, Project Management, Leadership, Change Management, Mergers & Acquisitions, Event Management, Strategic Planning, Consulting, Business Development, Strategy, Recruiting, Public Relations, Finance, Management, Marketing, Social Networking, Commodity, Financial Services, Project Planning, Market Research, Public Speaking, Credit Risk, Financial Analysis, Talent Management, Social Media Marketing, Sales, Analysis, Risk Management, Business Analysis
Education
Cornell University 2009 — 2010
CCDP, Diversity Management Certificate
City University of New York-Brooklyn College 1997 — 2000
Bachelors, Psychology/Marketing
Andrea Salemi Andrea Salemi's J.P. Morgan Experience August 2007 - September 2007
Job General Manager
Industry Marketing and Advertising
Experience
Boulder Creek Golf Club June 2008 - Present
American Diabetes Association June 2010 - August 2010
Redi Wash Inc. October 2004 - December 2008
JP Morgan August 2007 - September 2007
Redi Wash Inc. (Co October 2002 - December 2004
Skills
Marketing, Advertising, Social Networking, Event Management, SEO, Sales, Sponsorship, Trade Shows, Editing, Budgets, Nonprofits, Project Planning
Education
Cleveland State University 2004 — 2008
Masters, Business Administration
Ohio University 2004 — 2008
B.B.A., Marketing/Bus. Pre-Law
Boulder Creek Golf Club June 2008 - Present
American Diabetes Association June 2010 - August 2010
Redi Wash Inc. October 2004 - December 2008
JP Morgan August 2007 - September 2007
Redi Wash Inc. (Co October 2002 - December 2004
Skills
Marketing, Advertising, Social Networking, Event Management, SEO, Sales, Sponsorship, Trade Shows, Editing, Budgets, Nonprofits, Project Planning
Education
Cleveland State University 2004 — 2008
Masters, Business Administration
Ohio University 2004 — 2008
B.B.A., Marketing/Bus. Pre-Law
Andrew Heitner Andrew Heitner's J.P. Morgan Experience October 1994 - August 2003
Job Managing Director at Fieldpoint Private
Industry Investment Management
Experience
Fieldpoint Private November 2013 - Present
Neuberger Berman June 2004 - November 2013
JP Morgan October 1994 - August 2003
The Heitner Corporation August 1993 - September 1994
Skills
Alternative Assets, Private Equity, Hedge Funds, Risk Management, Valuation, Investments, Asset Managment, Equities, Financial Analysis, Alternative Investments, Due Diligence, Strategic Financial..., Asset Management, Equity Derivatives, Emerging Markets, Finance, Securities, Asset Allocation, Series 7, Fixed Income, Trading, Capital Markets, Mutual Funds, Investment Management, Investment Strategies, Bloomberg, Investment Advisory, Series 63, Fund Of Funds, Wealth Management
Education
Colorado College 1989 — 1993
Bachelor's Degree
The Chinese University of Hong Kong 1991 — 1991
John Burroughs School 1984 — 1989
High School
Fieldpoint Private November 2013 - Present
Neuberger Berman June 2004 - November 2013
JP Morgan October 1994 - August 2003
The Heitner Corporation August 1993 - September 1994
Skills
Alternative Assets, Private Equity, Hedge Funds, Risk Management, Valuation, Investments, Asset Managment, Equities, Financial Analysis, Alternative Investments, Due Diligence, Strategic Financial..., Asset Management, Equity Derivatives, Emerging Markets, Finance, Securities, Asset Allocation, Series 7, Fixed Income, Trading, Capital Markets, Mutual Funds, Investment Management, Investment Strategies, Bloomberg, Investment Advisory, Series 63, Fund Of Funds, Wealth Management
Education
Colorado College 1989 — 1993
Bachelor's Degree
The Chinese University of Hong Kong 1991 — 1991
John Burroughs School 1984 — 1989
High School
Henry Plyler, CRPC® Henry Plyler, CRPC®'s J.P. Morgan Experience December 2010 - November 2012
Job Senior Portfolio Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Merrill Lynch November 2012 - Present
BentProp August 2013 - Present
Coastal Carolina University October 2011 - Present
JP Morgan December 2010 - November 2012
Morgan Stanley Smith Barney January 2007 - December 2010
Skills
Connecting People, Philanthropy, Investments, Alternative Investments, Leadership, Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Social Networking, Senior Portfolio Advisor, Chartered Retirement..., Bonds, Estate Planning, Wealth, Stocks, Equities, Asset Allocation, Financial Advisory, Small Business, Foundations, Mutual Funds, Investment Strategies, Alternative Assets, Endowments, Trust Services, 401k Rollovers, Tactical Asset..., Hedge Funds, Separately Managed..., Managed Futures, Private Equity, Series 7, Securities, Closed-end Funds, Convertible Bonds, Charitable Trusts, Commercial Mortgages, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., Surety Bonds, ETFs, Trust, Institutional..., Asset Managment, Financial Services, Finance
Education
Coastal Carolina University
BS, Finance
University of South Carolina - The Moore School of Business 1995 — 1999
Merrill Lynch March 2014 - Present
Merrill Lynch November 2012 - Present
BentProp August 2013 - Present
Coastal Carolina University October 2011 - Present
JP Morgan December 2010 - November 2012
Morgan Stanley Smith Barney January 2007 - December 2010
Skills
Connecting People, Philanthropy, Investments, Alternative Investments, Leadership, Wealth Management, Asset Management, Retirement Planning, Portfolio Management, Social Networking, Senior Portfolio Advisor, Chartered Retirement..., Bonds, Estate Planning, Wealth, Stocks, Equities, Asset Allocation, Financial Advisory, Small Business, Foundations, Mutual Funds, Investment Strategies, Alternative Assets, Endowments, Trust Services, 401k Rollovers, Tactical Asset..., Hedge Funds, Separately Managed..., Managed Futures, Private Equity, Series 7, Securities, Closed-end Funds, Convertible Bonds, Charitable Trusts, Commercial Mortgages, Lines Of Credit, Home Equity Loans, Home Equity Lines of..., Surety Bonds, ETFs, Trust, Institutional..., Asset Managment, Financial Services, Finance
Education
Coastal Carolina University
BS, Finance
University of South Carolina - The Moore School of Business 1995 — 1999
Mark Gianchetti's J.P. Morgan Experience July 2008 - Present
Job VP IB Expense Management at JP Morgan
Industry Accounting
Experience
JP Morgan July 2008 - Present
JP Morgan Chase April 2008 - June 2008
Bear Stearns May 1985 - March 2008
Tucker Anthony & RL Day January 1983 - April 1985
Bankers Trust July 1981 - December 1982
Skills
General Ledger, Equities, Fixed Income, Financial Analysis, Financial Modeling
Education
City University of New York-Brooklyn College 1977 — 1982
Accounting, Economics
JP Morgan July 2008 - Present
JP Morgan Chase April 2008 - June 2008
Bear Stearns May 1985 - March 2008
Tucker Anthony & RL Day January 1983 - April 1985
Bankers Trust July 1981 - December 1982
Skills
General Ledger, Equities, Fixed Income, Financial Analysis, Financial Modeling
Education
City University of New York-Brooklyn College 1977 — 1982
Accounting, Economics
Casey Justus Casey Justus's J.P. Morgan Experience 2009 - 2009
Job Consultant at Keyhole Software
Industry Internet
Experience
Keyhole Software October 2013 - Present
Justus Design August 2002 - Present
VML May 2010 - October 2013
PCM 2008 - 2010
Nicholson Kovac May 2009 - December 2009
Barkley October 2008 - March 2009
JP Morgan 2009 - 2009
OnTarget Inc. September 2007 - March 2008
WordOn Infomedia August 2005 - August 2007
DST Systems December 1999 - July 2002
Skills
CSS, JavaScript, Front-end, AJAX, jQuery, HTML 5, CSS3, Web Development, Web Design, Mobile Applications, REST, User Experience, User Interface Design, HTML, CMS, Git, Google Analytics, Information Architecture, Interaction Design, Web Analytics, JSON, Usability, XML, User Interface, Web Applications, Subversion, Website Development
Education
Christian Brothers University 1991 — 1997
BA Business Administration, Economics/Finance
Keyhole Software October 2013 - Present
Justus Design August 2002 - Present
VML May 2010 - October 2013
PCM 2008 - 2010
Nicholson Kovac May 2009 - December 2009
Barkley October 2008 - March 2009
JP Morgan 2009 - 2009
OnTarget Inc. September 2007 - March 2008
WordOn Infomedia August 2005 - August 2007
DST Systems December 1999 - July 2002
Skills
CSS, JavaScript, Front-end, AJAX, jQuery, HTML 5, CSS3, Web Development, Web Design, Mobile Applications, REST, User Experience, User Interface Design, HTML, CMS, Git, Google Analytics, Information Architecture, Interaction Design, Web Analytics, JSON, Usability, XML, User Interface, Web Applications, Subversion, Website Development
Education
Christian Brothers University 1991 — 1997
BA Business Administration, Economics/Finance
Emily (Braseth) Riddle's J.P. Morgan Experience March 2012 - October 2012
Job Vice President; Senior Treasury Management Sales Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo November 2014 - August 2015
JPMorgan Chase September 2012 - October 2014
JP Morgan March 2012 - October 2012
J.P. Morgan April 2010 - March 2012
M&T Bank August 2008 - April 2010
M&T Bank June 2005 - August 2008
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Financial Analysis, Relationship Management, Underwriting, Cash Management, Treasury Management, Financial Services, Credit
Education
Colgate University 2001 — 2005
B.A., Sociology
Wells Fargo September 2015 - Present
Wells Fargo November 2014 - August 2015
JPMorgan Chase September 2012 - October 2014
JP Morgan March 2012 - October 2012
J.P. Morgan April 2010 - March 2012
M&T Bank August 2008 - April 2010
M&T Bank June 2005 - August 2008
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Financial Analysis, Relationship Management, Underwriting, Cash Management, Treasury Management, Financial Services, Credit
Education
Colgate University 2001 — 2005
B.A., Sociology
Lionel Shaw's J.P. Morgan Experience 1997 - 1998
Job Registered Principal, CWS, Summit Financial Group, LLC
Industry Financial Services
Experience
Summit Brokerage Services, Inc. July 2012 - Present
Wells Fargo Advisors June 2011 - October 2012
First Allied Securities March 2004 - July 2011
Wells Fargo Advisors 2001 - 2004
Hoefer & Arnett, Inc. January 1998 - 2001
JP Morgan 1997 - 1998
Skills
Investments, Equities, Investment Advisory, Series 7, Hedge Funds, Mutual Funds, Securities, Private Equity, Bonds, ETFs, Venture Capital, Wealth Management..., Finance, Fundraising, Wealth Management, Alternative Investments, Retirement Planning, Series 63, Strategic Financial..., Portfolio Management, Series 9 & 10, Banking, Trading, Asset Management, Insurance, Financial Advisory, Brokerage, Estate Planning, Wealth, Investment Strategies, Investment Management, Investment Banking, Valuation, 401k, High Net Worth..., Options, Fixed Income, Series 65, Capital Markets, Financial Services
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1995 — 1997
MBA, Finance
Occidental College 1985 — 1989
BA, English Literature, Thomas Hardy and DH Lawrence
Summit Brokerage Services, Inc. July 2012 - Present
Wells Fargo Advisors June 2011 - October 2012
First Allied Securities March 2004 - July 2011
Wells Fargo Advisors 2001 - 2004
Hoefer & Arnett, Inc. January 1998 - 2001
JP Morgan 1997 - 1998
Skills
Investments, Equities, Investment Advisory, Series 7, Hedge Funds, Mutual Funds, Securities, Private Equity, Bonds, ETFs, Venture Capital, Wealth Management..., Finance, Fundraising, Wealth Management, Alternative Investments, Retirement Planning, Series 63, Strategic Financial..., Portfolio Management, Series 9 & 10, Banking, Trading, Asset Management, Insurance, Financial Advisory, Brokerage, Estate Planning, Wealth, Investment Strategies, Investment Management, Investment Banking, Valuation, 401k, High Net Worth..., Options, Fixed Income, Series 65, Capital Markets, Financial Services
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1995 — 1997
MBA, Finance
Occidental College 1985 — 1989
BA, English Literature, Thomas Hardy and DH Lawrence
Archer Covington's J.P. Morgan Experience May 2008 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan May 2008 - Present
Bear Stearns May 2000 - April 2008
Skills
Equities, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Trading, Capital Markets, Series 7, Options, Portfolio Management, Trading Systems, Equity Trading, Alternative Investments, Structured Products
Education
UNC Kenan-Flagler Business School 2013 — 2014
Master of Business Administration (MBA)
College of Charleston
Bachelor of Science (BS), International Business
JP Morgan May 2008 - Present
Bear Stearns May 2000 - April 2008
Skills
Equities, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Trading, Capital Markets, Series 7, Options, Portfolio Management, Trading Systems, Equity Trading, Alternative Investments, Structured Products
Education
UNC Kenan-Flagler Business School 2013 — 2014
Master of Business Administration (MBA)
College of Charleston
Bachelor of Science (BS), International Business
Yoni Safier Yoni Safier's J.P. Morgan Experience July 2009 - May 2011
Job Associate, Technology Investment Banking
Industry Investment Banking
Experience
Jefferies July 2014 - Present
Jefferies June 2013 - June 2014
Jefferies May 2011 - May 2013
JP Morgan July 2009 - May 2011
JP Morgan Chase June 2008 - August 2008
Education
City University of New York City College 2005 — 2009
Bachelor of Engineering (B.Eng.)
Jefferies July 2014 - Present
Jefferies June 2013 - June 2014
Jefferies May 2011 - May 2013
JP Morgan July 2009 - May 2011
JP Morgan Chase June 2008 - August 2008
Education
City University of New York City College 2005 — 2009
Bachelor of Engineering (B.Eng.)
Ariela Silberman Ariela Silberman's J.P. Morgan Experience February 1986 - July 1996
Job Technology Development Coordinator at Solomon Schechter School of Queens
Industry Banking
Experience
Solomon Schechter School of Queens August 2012 - Present
Westchester Hebrew High School 2009 - August 2012
JPMorgan Chase December 2002 - March 2009
JPMorgan Chase 1988 - 2008
Verizon July 1996 - December 2002
JP Morgan February 1986 - July 1996
Data General 1984 - 1986
Equitable Life 1982 - 1984
Skills
Process Improvement, Team Building, Quality Assurance, Negotiation, Conflict Management, Vendor Management, Business Analysis, PMO, SDLC, Program Management, Project Management, IT Management, Project Portfolio..., IT Strategy, ITIL, Software Project..., Outsourcing, Governance, Business Process..., Change Management, Databases, Leadership, Resource Management, MS Project, Management, Requirements Analysis, Software Documentation, Information Technology, Testing
Education
City University of New York-Hunter College
BA, Computer Science
Solomon Schechter School of Queens August 2012 - Present
Westchester Hebrew High School 2009 - August 2012
JPMorgan Chase December 2002 - March 2009
JPMorgan Chase 1988 - 2008
Verizon July 1996 - December 2002
JP Morgan February 1986 - July 1996
Data General 1984 - 1986
Equitable Life 1982 - 1984
Skills
Process Improvement, Team Building, Quality Assurance, Negotiation, Conflict Management, Vendor Management, Business Analysis, PMO, SDLC, Program Management, Project Management, IT Management, Project Portfolio..., IT Strategy, ITIL, Software Project..., Outsourcing, Governance, Business Process..., Change Management, Databases, Leadership, Resource Management, MS Project, Management, Requirements Analysis, Software Documentation, Information Technology, Testing
Education
City University of New York-Hunter College
BA, Computer Science
Joe Miller's J.P. Morgan Experience June 2008 - December 2009
Job Director of Business Development at SoulCycle
Industry Health, Wellness and Fitness
Experience
SoulCycle September 2014 - Present
HourlyNerd March 2013 - Present
Equinox March 2011 - August 2012
Morgan Stanley December 2009 - March 2011
JP Morgan June 2008 - December 2009
Skills
Business Strategy, Business Development, General Management, Fitness Industry, Operating Budgets, Project Management, Financial Modeling, Negotiation, Strategic Partnerships, Investment Banking, Financial Analysis, Management, Valuation, Due Diligence, Corporate Finance, Mergers & Acquisitions, Leadership, Start-ups, Private Equity
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Colorado College
BA, Distinction in Economics
SoulCycle September 2014 - Present
HourlyNerd March 2013 - Present
Equinox March 2011 - August 2012
Morgan Stanley December 2009 - March 2011
JP Morgan June 2008 - December 2009
Skills
Business Strategy, Business Development, General Management, Fitness Industry, Operating Budgets, Project Management, Financial Modeling, Negotiation, Strategic Partnerships, Investment Banking, Financial Analysis, Management, Valuation, Due Diligence, Corporate Finance, Mergers & Acquisitions, Leadership, Start-ups, Private Equity
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Colorado College
BA, Distinction in Economics
Michele Keefe Michele Keefe's J.P. Morgan Experience June 2013 - Present
Job Senior Executive Assistant
Industry Banking
Experience
JP Morgan June 2013 - Present
Merrill Lynch November 1997 - June 2013
Skills
Administrative..., Business Analysis, Leadership, Project Management, IT Strategy
Education
City University of New York-College of Staten Island 1994 — 1995
Tilden H.S. 1968 — 1972
JP Morgan June 2013 - Present
Merrill Lynch November 1997 - June 2013
Skills
Administrative..., Business Analysis, Leadership, Project Management, IT Strategy
Education
City University of New York-College of Staten Island 1994 — 1995
Tilden H.S. 1968 — 1972
Lisa Bertagna Lisa Bertagna's J.P. Morgan Experience January 1992 - March 2012
Job Senior Private Banker/Vice President
Industry Banking
Experience
Wells Fargo April 2012 - Present
J.P. Morgan January 1992 - March 2012
JP Morgan 1992 - 2000
Skills
Banking, Credit, Loans, Wealth Management, Investment Management, Wealth, Series 7, Real Estate, Financial Services, High Net Worth..., Private Banking, Portfolio Management, Investments, Series 63, Estate Planning, Brokerage, Asset Managment, Retirement Planning, Asset Management, Financial Advisory, IL Life Insurance...
Education
Northwestern University 1988 — 1992
Bachelor of Science, General Stuidies
Colby College 1985 — 1986
Wells Fargo April 2012 - Present
J.P. Morgan January 1992 - March 2012
JP Morgan 1992 - 2000
Skills
Banking, Credit, Loans, Wealth Management, Investment Management, Wealth, Series 7, Real Estate, Financial Services, High Net Worth..., Private Banking, Portfolio Management, Investments, Series 63, Estate Planning, Brokerage, Asset Managment, Retirement Planning, Asset Management, Financial Advisory, IL Life Insurance...
Education
Northwestern University 1988 — 1992
Bachelor of Science, General Stuidies
Colby College 1985 — 1986
John Yull John Yull's J.P. Morgan Experience 1993 - 1997
Job Owner, Rooftop Productions
Industry Entertainment
Experience
JRooftop Productions February 2005 - Present
CIBC Oppenheimer 1997 - 2004
JP Morgan 1993 - 1997
Education
Claremont McKenna College 1989 — 1993
B.A., Economics
JRooftop Productions February 2005 - Present
CIBC Oppenheimer 1997 - 2004
JP Morgan 1993 - 1997
Education
Claremont McKenna College 1989 — 1993
B.A., Economics
Richard Neil Stogdill Richard Neil Stogdill's J.P. Morgan Experience December 1987 - December 2008
Job at
Industry Investment Banking
Experience
Amegy Bank April 2014 - Present
Lowe's Home Improvement October 2013 - April 2014
JP Morgan December 1987 - December 2008
Skills
Series 7, Capital Markets, Derivatives, Equities, Trading, Hedge Funds, Options
Education
College of DuPage
BA, International Business
Western Illinois University
Amegy Bank April 2014 - Present
Lowe's Home Improvement October 2013 - April 2014
JP Morgan December 1987 - December 2008
Skills
Series 7, Capital Markets, Derivatives, Equities, Trading, Hedge Funds, Options
Education
College of DuPage
BA, International Business
Western Illinois University
Matt Plastina Matt Plastina's J.P. Morgan Experience August 2010 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2010 - Present
DRSC 2010 - 2011
Legg Mason 2006 - 2010
Citigroup 1997 - 2006
Dreyfus August 1992 - February 1997
Skills
Financial Reporting, Budgeting, Hedge Funds, Mutual Funds, Accounting, Asset Management, Mergers, Valuation, Fund Accounting, Budgets, Asset Managment, Alternative Investments, Analysis, Banking, Bonds, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Funding, Investments, Management, Mergers, Securities
Education
City University of New York-Brooklyn College 1989 — 1992
BS, Accounting
JP Morgan August 2010 - Present
DRSC 2010 - 2011
Legg Mason 2006 - 2010
Citigroup 1997 - 2006
Dreyfus August 1992 - February 1997
Skills
Financial Reporting, Budgeting, Hedge Funds, Mutual Funds, Accounting, Asset Management, Mergers, Valuation, Fund Accounting, Budgets, Asset Managment, Alternative Investments, Analysis, Banking, Bonds, Equities, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Funding, Investments, Management, Mergers, Securities
Education
City University of New York-Brooklyn College 1989 — 1992
BS, Accounting
Daniel Alvarez Jr.'s J.P. Morgan Experience 1997 - 1999
Job Senior Desktop Engineer / Team Lead at Marsh & McLennan Companies, Inc.
Industry Information Technology and Services
Experience
Marsh & McLennan Companies, Inc. June 2011 - Present
Cadwalader, Wickersham & Taft LLP September 2007 - June 2011
Paul, Weiss, Rifkind, Wharton & Garrison LLP April 2001 - September 2007
Kaplan February 1999 - March 2001
JP Morgan 1997 - 1999
Deloitte 1996 - 1997
Skills
System Deployment, Large Scale Deployments, Deployment Planning, Windows 7, Windows 8.1, Group Policy, Troubleshooting, Active Directory, Internet Explorer, Microsoft MDT, MDT, Servers, SCCM, Problem Management, Security, VMware ESX, VMware vSphere, ESXi, VMware vCenter, VMware View, Citrix, Technical Support, Application..., Vendor Relations, Technical Writing, Application Packaging, Windows XP, Infrastructure, XP, Plannning, Windows Server, Information Technology, VMware, Desktop Computers, Disaster Recovery, JAMF Casper JSS, JAMF SUS, Centrify for Mac, VMware Workstation, Vendor Management, Vendor Contracts, WSUS, Stratusphere UX
Education
Thomas Edison State College 2010 — 2011
BA, Liberal Arts
LIU Brooklyn 2001 — 2004
AA, Liberal Arts
City University of New York-John Jay College of Criminal Justice
Marsh & McLennan Companies, Inc. June 2011 - Present
Cadwalader, Wickersham & Taft LLP September 2007 - June 2011
Paul, Weiss, Rifkind, Wharton & Garrison LLP April 2001 - September 2007
Kaplan February 1999 - March 2001
JP Morgan 1997 - 1999
Deloitte 1996 - 1997
Skills
System Deployment, Large Scale Deployments, Deployment Planning, Windows 7, Windows 8.1, Group Policy, Troubleshooting, Active Directory, Internet Explorer, Microsoft MDT, MDT, Servers, SCCM, Problem Management, Security, VMware ESX, VMware vSphere, ESXi, VMware vCenter, VMware View, Citrix, Technical Support, Application..., Vendor Relations, Technical Writing, Application Packaging, Windows XP, Infrastructure, XP, Plannning, Windows Server, Information Technology, VMware, Desktop Computers, Disaster Recovery, JAMF Casper JSS, JAMF SUS, Centrify for Mac, VMware Workstation, Vendor Management, Vendor Contracts, WSUS, Stratusphere UX
Education
Thomas Edison State College 2010 — 2011
BA, Liberal Arts
LIU Brooklyn 2001 — 2004
AA, Liberal Arts
City University of New York-John Jay College of Criminal Justice
Travis Hull's J.P. Morgan Experience June 2010 - August 2010
Job Finance Manager at Amgen
Industry Biotechnology
Experience
Amgen January 2014 - Present
Amgen March 2013 - January 2014
Amgen June 2011 - March 2013
JP Morgan June 2010 - August 2010
Disney ABC Television Group 2009 - 2009
Skills
Financial Analysis, Corporate Finance, Valuation, TM1, Excel models, Financial Accounting, Financial Modeling, Due Diligence, Finance, Mergers & Acquisitions, US GAAP
Education
Claremont McKenna College 2010 — 2011
Masters, Finance
Claremont McKenna College 2006 — 2010
BA, Economics/Finance
Amgen January 2014 - Present
Amgen March 2013 - January 2014
Amgen June 2011 - March 2013
JP Morgan June 2010 - August 2010
Disney ABC Television Group 2009 - 2009
Skills
Financial Analysis, Corporate Finance, Valuation, TM1, Excel models, Financial Accounting, Financial Modeling, Due Diligence, Finance, Mergers & Acquisitions, US GAAP
Education
Claremont McKenna College 2010 — 2011
Masters, Finance
Claremont McKenna College 2006 — 2010
BA, Economics/Finance
Ivy Sanchez's J.P. Morgan Experience November 1992 - June 2009
Job Executive Assistant at Ingersoll Rand
Industry Financial Services
Experience
Ingersoll Rand November 2011 - Present
Presbyterian Hospital, Charlotte, NC February 2010 - November 2011
JP Morgan November 1992 - June 2009
JP Morgan 1992 - 2009
Citibank June 1986 - October 1992
Skills
Human Resources, Outlook, Management, Employee Relations, Microsoft Office, Access, Microsoft Excel, Sales, Process Improvement, PowerPoint, Lotus Notes, Leadership, Research, Microsoft Word, Concur, Travel Arrangements, Customer Service, Software Documentation
Education
City University of New York-College of Staten Island 1995 — 2001
BS, Sociology & Anthropology
Kingsborough Community College 1988 — 1990
Associate of Arts (AA), Marketing
Ingersoll Rand November 2011 - Present
Presbyterian Hospital, Charlotte, NC February 2010 - November 2011
JP Morgan November 1992 - June 2009
JP Morgan 1992 - 2009
Citibank June 1986 - October 1992
Skills
Human Resources, Outlook, Management, Employee Relations, Microsoft Office, Access, Microsoft Excel, Sales, Process Improvement, PowerPoint, Lotus Notes, Leadership, Research, Microsoft Word, Concur, Travel Arrangements, Customer Service, Software Documentation
Education
City University of New York-College of Staten Island 1995 — 2001
BS, Sociology & Anthropology
Kingsborough Community College 1988 — 1990
Associate of Arts (AA), Marketing
Dave Pizzolo Dave Pizzolo's J.P. Morgan Experience July 2007 - February 2008
Job Principal IT Professional Engineer
Industry Information Technology and Services
Experience
Bechtel Marine Propulsion Corporation February 2008 - Present
JP Morgan July 2007 - February 2008
Reuters February 2000 - July 2007
United States Army Reserve 1994 - 2002
Telecom Services Limited 1995 - 1999
Skills
Market Data, TIBCO Rendezvous, RMDS
Education
Union Graduate College 2009 — 2011
Masters of Science, Engineering and Management Systems
Union Graduate College 2009 — 2011
MBA Certificate, Management and Leadership
City University of New York-College of Staten Island 2005 — 2006
Masters of Science, Computer Science
City University of New York-College of Staten Island 1997 — 1999
Bachelor of Science, Computer Science
Bechtel Marine Propulsion Corporation February 2008 - Present
JP Morgan July 2007 - February 2008
Reuters February 2000 - July 2007
United States Army Reserve 1994 - 2002
Telecom Services Limited 1995 - 1999
Skills
Market Data, TIBCO Rendezvous, RMDS
Education
Union Graduate College 2009 — 2011
Masters of Science, Engineering and Management Systems
Union Graduate College 2009 — 2011
MBA Certificate, Management and Leadership
City University of New York-College of Staten Island 2005 — 2006
Masters of Science, Computer Science
City University of New York-College of Staten Island 1997 — 1999
Bachelor of Science, Computer Science
Claire Keyles's J.P. Morgan Experience December 1988 - December 1998
Job Deputy Compliance Officer and General Counsel at The Osborne Association
Industry Law Practice
Experience
The Osborne Association October 2014 - August 2015
Pfizer Inc January 2004 - April 2014
Zurich Capital Markets February 2002 - December 2003
JPMorgan Chase December 1998 - December 2002
JP Morgan December 1988 - December 1998
Feit & Ahrens January 1987 - December 1989
Winthrop Stimson Putnam & Roberts September 1985 - December 1987
Skills
Corporate Law, Board Governance, Compliance, Policy Writing, Policy Review, Internal Controls, Information Management, Legal Contract Review, Corporate Website..., Securities Regulation, Conflict Of Interest, Public Speaking, Training, Governance, Strategy, Nonprofits
Education
Harvard Law School
JD
New York University
MA
City University of New York-Brooklyn College
BA
The Osborne Association October 2014 - August 2015
Pfizer Inc January 2004 - April 2014
Zurich Capital Markets February 2002 - December 2003
JPMorgan Chase December 1998 - December 2002
JP Morgan December 1988 - December 1998
Feit & Ahrens January 1987 - December 1989
Winthrop Stimson Putnam & Roberts September 1985 - December 1987
Skills
Corporate Law, Board Governance, Compliance, Policy Writing, Policy Review, Internal Controls, Information Management, Legal Contract Review, Corporate Website..., Securities Regulation, Conflict Of Interest, Public Speaking, Training, Governance, Strategy, Nonprofits
Education
Harvard Law School
JD
New York University
MA
City University of New York-Brooklyn College
BA
Jennifer Lerman Jennifer Lerman's J.P. Morgan Experience 2011 - Present
Job Executive Assistant/ Letters of Credit Admin. Commodities at JP Morgan
Industry Investment Banking
Experience
JP Morgan 2011 - Present
Avon Products May 2007 - February 2011
Argent Mortgage Company, LLC 2004 - 2007
Skills
Calendars, Invoicing, Excel, PowerPoint, Microsoft Office, Expenses, Outlook, Word, Accounts Payable, Confidentiality, Spreadsheets, Office Management, Microsoft Excel, Microsoft Word, Event Planning
Education
College of Mount Saint Vincent 1999 — 2003
BS, Sociology/Criminal Justice
Westchester Community College
Paralegal Degree, Paralegal
new rochelle high school
new rochelle high school
JP Morgan 2011 - Present
Avon Products May 2007 - February 2011
Argent Mortgage Company, LLC 2004 - 2007
Skills
Calendars, Invoicing, Excel, PowerPoint, Microsoft Office, Expenses, Outlook, Word, Accounts Payable, Confidentiality, Spreadsheets, Office Management, Microsoft Excel, Microsoft Word, Event Planning
Education
College of Mount Saint Vincent 1999 — 2003
BS, Sociology/Criminal Justice
Westchester Community College
Paralegal Degree, Paralegal
new rochelle high school
new rochelle high school
Cindy Heit's J.P. Morgan Experience June 1997 - September 1997
Job Business Governance & Control Manager
Industry Banking
Experience
TD December 2009 - Present
Sumitomo Mitsui Banking Corporation October 1997 - December 2009
JP Morgan June 1997 - September 1997
Skills
Credit Risk, Compliance, Risk Management, Loans, Financial Risk, Financial Reporting, Financial Analysis, Credit, Corporate Finance, Financial Modeling, Portfolio Management, Banking, Capital Markets, Commercial Banking, Credit Analysis, Investment Banking, Relationship Management
Education
City University of New York-Brooklyn College
TD December 2009 - Present
Sumitomo Mitsui Banking Corporation October 1997 - December 2009
JP Morgan June 1997 - September 1997
Skills
Credit Risk, Compliance, Risk Management, Loans, Financial Risk, Financial Reporting, Financial Analysis, Credit, Corporate Finance, Financial Modeling, Portfolio Management, Banking, Capital Markets, Commercial Banking, Credit Analysis, Investment Banking, Relationship Management
Education
City University of New York-Brooklyn College
Boris Tevelev Boris Tevelev's J.P. Morgan Experience June 2008 - February 2012
Job Senior Data Architect at Covance
Industry Information Technology and Services
Experience
Covance July 2014 - Present
Data Elements Exchange Program for New York City April 2012 - June 2014
JP Morgan June 2008 - February 2012
Bear Stearns July 2006 - May 2008
Skills
Valuation, Equities, Derivatives, Securities, Fixed Income, Investment Banking, Capital Markets, SDLC, Oracle, VBA, Sybase, Business Intelligence, SQL, Microsoft SQL Server, Data Warehousing
Education
City University of New York-Brooklyn College
Bachelor's degree, Major: Business Management and Finance, Minor: Accounting
Covance July 2014 - Present
Data Elements Exchange Program for New York City April 2012 - June 2014
JP Morgan June 2008 - February 2012
Bear Stearns July 2006 - May 2008
Skills
Valuation, Equities, Derivatives, Securities, Fixed Income, Investment Banking, Capital Markets, SDLC, Oracle, VBA, Sybase, Business Intelligence, SQL, Microsoft SQL Server, Data Warehousing
Education
City University of New York-Brooklyn College
Bachelor's degree, Major: Business Management and Finance, Minor: Accounting
Lyndia Hayden, MS, PMP Lyndia Hayden, MS, PMP's J.P. Morgan Experience 1989 - 1991
Job Director at OptumInsight
Industry Hospital & Health Care
Experience
OptumInsight October 2011 - Present
Emerging Health Information Technology February 2008 - October 2011
MultiPlan, Inc. 2006 - 2008
The Bank of New York 1999 - 2006
The Bank of New York 1997 - 1999
The Bank of New York 1995 - 1997
US Trust 1991 - 1995
JP Morgan 1989 - 1991
Skills
Healthcare, PMO, Software Implementation, Budgeting, Cross-functional Team...
Education
Northwestern University 2009 — 2012
M.S., Medical Informatics
City University of New York-Brooklyn College 1984 — 1989
B.S., Management/Finance
OptumInsight October 2011 - Present
Emerging Health Information Technology February 2008 - October 2011
MultiPlan, Inc. 2006 - 2008
The Bank of New York 1999 - 2006
The Bank of New York 1997 - 1999
The Bank of New York 1995 - 1997
US Trust 1991 - 1995
JP Morgan 1989 - 1991
Skills
Healthcare, PMO, Software Implementation, Budgeting, Cross-functional Team...
Education
Northwestern University 2009 — 2012
M.S., Medical Informatics
City University of New York-Brooklyn College 1984 — 1989
B.S., Management/Finance
Rupert Davis Rupert Davis's J.P. Morgan Experience August 1992 - January 1994
Job Sustainability Acquisitions and Chief Sustainability Officer recruiting
Industry Management Consulting
Experience
Sustainable Means December 2010 - Present
EcoVentures 1 Ltd March 2008 - 2012
MontaRosa January 2009 - December 2010
29 billion euro german conglomerate March 2008 - May 2008
Bodhgaia LLC June 2000 - April 2008
CIIS, San Francisco 1999 - 2001
Heidrick & Struggles 1997 - 2000
CMC Markets 1996 - 1997
JP Morgan August 1992 - January 1994
Skills
Business Strategy, Sustainability, Management, Leadership, Start-ups, Strategy, Energy, Corporate Social..., Marketing Communications, Mergers & Acquisitions, Strategic Planning, Sustainable Business, Competitive Analysis, Executive Search, Public Relations, Entrepreneurship, Talent Management, Training, Business Development, Sustainability..., Research, New Business Development, Environmental Awareness, Contract Negotiation, Management Consulting, Recruiting, Workshop Facilitation, Venture Capital
Education
Fulbright Scholar 1998 — 2005
PhD (ABD)
JP Morgan 1992 — 1993
MBA (Finance) equivalent
University of Cambridge 1989 — 1992
First class Hons: highest in subject/class, BA/MA Hons
TAFE 1986 — 1987
Technical Certification
City University (GB)
MA Hons, Distinction (First)
Sustainable Means December 2010 - Present
EcoVentures 1 Ltd March 2008 - 2012
MontaRosa January 2009 - December 2010
29 billion euro german conglomerate March 2008 - May 2008
Bodhgaia LLC June 2000 - April 2008
CIIS, San Francisco 1999 - 2001
Heidrick & Struggles 1997 - 2000
CMC Markets 1996 - 1997
JP Morgan August 1992 - January 1994
Skills
Business Strategy, Sustainability, Management, Leadership, Start-ups, Strategy, Energy, Corporate Social..., Marketing Communications, Mergers & Acquisitions, Strategic Planning, Sustainable Business, Competitive Analysis, Executive Search, Public Relations, Entrepreneurship, Talent Management, Training, Business Development, Sustainability..., Research, New Business Development, Environmental Awareness, Contract Negotiation, Management Consulting, Recruiting, Workshop Facilitation, Venture Capital
Education
Fulbright Scholar 1998 — 2005
PhD (ABD)
JP Morgan 1992 — 1993
MBA (Finance) equivalent
University of Cambridge 1989 — 1992
First class Hons: highest in subject/class, BA/MA Hons
TAFE 1986 — 1987
Technical Certification
City University (GB)
MA Hons, Distinction (First)
Kelly Katterhagen Kelly Katterhagen's J.P. Morgan Experience August 1985 - July 1988
Job Managing Director and Founder, BlackArch Partners
Industry Investment Banking
Experience
BlackArch Partners April 2010 - Present
IOA Corporation September 1997 - April 2010
Bowles Hollowell Conner & Co. 1990 - 1997
JP Morgan August 1985 - July 1988
Skills
Mergers, Mergers & Acquisitions, Strategy, Investment Banking, Start-ups, Equities, Marketing Strategy, Management Consulting, Strategic Planning, Private Equity, Finance, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, LBO, Leveraged Finance, Investments
Education
Harvard Business School 1988 — 1990
MBA, Business Administration
Colgate University 1981 — 1985
BA, Economics with High Honors, Mathematics
BlackArch Partners April 2010 - Present
IOA Corporation September 1997 - April 2010
Bowles Hollowell Conner & Co. 1990 - 1997
JP Morgan August 1985 - July 1988
Skills
Mergers, Mergers & Acquisitions, Strategy, Investment Banking, Start-ups, Equities, Marketing Strategy, Management Consulting, Strategic Planning, Private Equity, Finance, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, LBO, Leveraged Finance, Investments
Education
Harvard Business School 1988 — 1990
MBA, Business Administration
Colgate University 1981 — 1985
BA, Economics with High Honors, Mathematics
Wendell P Brown Wendell P Brown's J.P. Morgan Experience June 1994 - February 1996
Job Consultant at R&W Enterprises
Industry Financial Services
Experience
R&W Enterprises August 2012 - Present
Tech Exec Inc. April 2009 - June 2012
McGraw-Hill December 2002 - March 2009
Nomura Securities June 1996 - December 2001
JP Morgan June 1994 - February 1996
The Chase Manhattan Bank May 1993 - May 1994
Insci inc 1994 - 1994
Insci Inc 1994 - 1994
Moodys Investor Services September 1991 - April 1993
Concept Data January 1989 - May 1991
Education
City University of New York City College 1984 — 1988
Computer Science
Montclair State University 1981 — 1984
Physics
Stuyvesant High School 1978 — 1981
HS Diploma
R&W Enterprises August 2012 - Present
Tech Exec Inc. April 2009 - June 2012
McGraw-Hill December 2002 - March 2009
Nomura Securities June 1996 - December 2001
JP Morgan June 1994 - February 1996
The Chase Manhattan Bank May 1993 - May 1994
Insci inc 1994 - 1994
Insci Inc 1994 - 1994
Moodys Investor Services September 1991 - April 1993
Concept Data January 1989 - May 1991
Education
City University of New York City College 1984 — 1988
Computer Science
Montclair State University 1981 — 1984
Physics
Stuyvesant High School 1978 — 1981
HS Diploma
Marie Konstance's J.P. Morgan Experience September 2003 - February 2006
Job Bloomberg: Trade Execution and Quantitative Trading Analytics
Industry Financial Services
Experience
Bloomberg LP November 2012 - Present
Nomura Securities November 2009 - October 2012
Becker Hill Consulting January 2009 - November 2009
Goldman Sachs February 2006 - February 2008
JP Morgan September 2003 - February 2006
Investment Technology Group 1995 - 2003
ITG 1995 - 2003
PaineWebber Inc 1991 - 1995
ADP 1990 - 1991
The First Boston Company 1989 - 1990
Skills
Electronic Trading, Derivatives, Trading System, Equities, Trading, Transaction Support, Equity Trading, Hedge Funds, Fixed Income, Options, Trading Systems, Quantitative Analytics, Strategy, Valuation, Trading Strategies, Financial Modeling, FX Options, Securities, Capital Markets, Market Data, Financial Markets, Series 7, Bloomberg, ETFs, Alternative Investments, Series 63, Prime Brokerage, Bonds
Education
Harvard Business School 1980 — 1982
MBA, Business
Colgate University 1974 — 1978
Bachelor of Arts, Economics
Bloomberg LP November 2012 - Present
Nomura Securities November 2009 - October 2012
Becker Hill Consulting January 2009 - November 2009
Goldman Sachs February 2006 - February 2008
JP Morgan September 2003 - February 2006
Investment Technology Group 1995 - 2003
ITG 1995 - 2003
PaineWebber Inc 1991 - 1995
ADP 1990 - 1991
The First Boston Company 1989 - 1990
Skills
Electronic Trading, Derivatives, Trading System, Equities, Trading, Transaction Support, Equity Trading, Hedge Funds, Fixed Income, Options, Trading Systems, Quantitative Analytics, Strategy, Valuation, Trading Strategies, Financial Modeling, FX Options, Securities, Capital Markets, Market Data, Financial Markets, Series 7, Bloomberg, ETFs, Alternative Investments, Series 63, Prime Brokerage, Bonds
Education
Harvard Business School 1980 — 1982
MBA, Business
Colgate University 1974 — 1978
Bachelor of Arts, Economics
Rick Kesler Rick Kesler's J.P. Morgan Experience August 2002 - November 2008
Job Team Lead
Industry Oil & Energy
Experience
BP August 2014 - Present
BP September 2012 - August 2014
BP August 2011 - September 2012
Insight Global October 2010 - August 2011
JP Morgan August 2002 - November 2008
JP Morgan August 2002 - July 2005
IBM Global Services November 1999 - June 2002
Skills
Active Directory, Call Centers, Computer Hardware, Customer Service, Disaster Recovery, Leadership, Management, Microsoft Office, Networking, Outlook, Software Documentation, Software Installation, TCP/IP, Technical Support, Training, Troubleshooting, Help Desk Support, Lotus Notes, ITIL, Project Management, Service Delivery
Education
College of DuPage 2014 — 2019
Management
BP August 2014 - Present
BP September 2012 - August 2014
BP August 2011 - September 2012
Insight Global October 2010 - August 2011
JP Morgan August 2002 - November 2008
JP Morgan August 2002 - July 2005
IBM Global Services November 1999 - June 2002
Skills
Active Directory, Call Centers, Computer Hardware, Customer Service, Disaster Recovery, Leadership, Management, Microsoft Office, Networking, Outlook, Software Documentation, Software Installation, TCP/IP, Technical Support, Training, Troubleshooting, Help Desk Support, Lotus Notes, ITIL, Project Management, Service Delivery
Education
College of DuPage 2014 — 2019
Management
Sharon Hirschhorn Sharon Hirschhorn's J.P. Morgan Experience 1980 - 1998
Job Director of Research at Globe Tax Services
Industry Financial Services
Experience
Globe Tax Services 2010 - Present
The Bank of New York Mellon 2005 - 2009
The Bank of New York Mellon 2002 - 2005
DTCC 1998 - 2002
JP Morgan 1980 - 1998
WR Grace 1979 - 1980
KPMG Peat Marwick 1977 - 1979
Skills
Financial Services, Securities, Banking, Management, Finance, Process Improvement, Financial Analysis, Fixed Income, Hedge Funds, Relationship Management, Mutual Funds, Business Development, Equities, Analysis, Cross-functional Team..., Business Continuity, Due Diligence
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Accounting
Globe Tax Services 2010 - Present
The Bank of New York Mellon 2005 - 2009
The Bank of New York Mellon 2002 - 2005
DTCC 1998 - 2002
JP Morgan 1980 - 1998
WR Grace 1979 - 1980
KPMG Peat Marwick 1977 - 1979
Skills
Financial Services, Securities, Banking, Management, Finance, Process Improvement, Financial Analysis, Fixed Income, Hedge Funds, Relationship Management, Mutual Funds, Business Development, Equities, Analysis, Cross-functional Team..., Business Continuity, Due Diligence
Education
City University of New York-Brooklyn College 1973 — 1977
BS, Accounting
Patrick Findaro's J.P. Morgan Experience July 2010 - March 2012
Job EB5 Investor Visa | LCR Capital Director
Industry Investment Management
Experience
LCR Capital Partners June 2014 - Present
Frontier Strategy Group October 2012 - June 2014
Frontier Strategy Group March 2012 - October 2012
JP Morgan July 2010 - March 2012
BNY Mellon June 2009 - January 2010
Skills
Emerging Markets, Business Strategy, Entrepreneurship, Latin America, Leadership, Account Management, Microsoft Excel, Economics, Financial Analysis, Analytics, Portfolio Management, New Business Development, Market Research, PowerPoint, Excel, Macroeconomics
Education
Colby College
B.A., International Economic Policy & Latin America
Pontifícia Universidade Católica do Rio de Janeiro / PUC-Rio
Business & Economics
LCR Capital Partners June 2014 - Present
Frontier Strategy Group October 2012 - June 2014
Frontier Strategy Group March 2012 - October 2012
JP Morgan July 2010 - March 2012
BNY Mellon June 2009 - January 2010
Skills
Emerging Markets, Business Strategy, Entrepreneurship, Latin America, Leadership, Account Management, Microsoft Excel, Economics, Financial Analysis, Analytics, Portfolio Management, New Business Development, Market Research, PowerPoint, Excel, Macroeconomics
Education
Colby College
B.A., International Economic Policy & Latin America
Pontifícia Universidade Católica do Rio de Janeiro / PUC-Rio
Business & Economics
Linda Santavicca Linda Santavicca's J.P. Morgan Experience January 2001 - January 2006
Job Business Writer
Industry Writing and Editing
Experience
Writer November 2013 - Present
McKinsey & Company July 2012 - May 2013
Navigant February 2012 - July 2012
First Republic Bank September 2006 - February 2012
JP MORGAN January 2001 - January 2006
ISABELL, Inc January 2000 - January 2001
Warburg Pincus LLC January 1998 - January 2000
Skills
Marketing Communications, Press Releases, Event Management, Internal Communications, Public Speaking, Public Relations, Marketing, Copy Editing, Persuasive Presentations, Career Counseling, Building Relationships, Resume Writing, Proofreading, Presentation Coaching, Publications, Leadership, Event Planning
Education
Fordham University 1998 — 2000
MA, Communications
City University of New York 1992 — 1996
Bachelor of Arts (BA), Business/Corporate Communications, 3.9
Writer November 2013 - Present
McKinsey & Company July 2012 - May 2013
Navigant February 2012 - July 2012
First Republic Bank September 2006 - February 2012
JP MORGAN January 2001 - January 2006
ISABELL, Inc January 2000 - January 2001
Warburg Pincus LLC January 1998 - January 2000
Skills
Marketing Communications, Press Releases, Event Management, Internal Communications, Public Speaking, Public Relations, Marketing, Copy Editing, Persuasive Presentations, Career Counseling, Building Relationships, Resume Writing, Proofreading, Presentation Coaching, Publications, Leadership, Event Planning
Education
Fordham University 1998 — 2000
MA, Communications
City University of New York 1992 — 1996
Bachelor of Arts (BA), Business/Corporate Communications, 3.9
Kevin B. Granger, CFP Kevin B. Granger, CFP's J.P. Morgan Experience April 1986 - June 2001
Job Senior Vice President at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management April 2002 - Present
Fisher Investments July 2001 - April 2002
JP Morgan April 1986 - June 2001
Skills
Wealth Management, Portfolio Management, Asset Management, Investments, Retirement Planning, Asset Allocation, Series 7, Mutual Funds, Investment Management, Asset Managment, Alternative Investments, Estate Planning, Investment Advisory, Equities, High Net Worth..., Investment Strategies, Banking
Education
Northwestern University 1990 — 1992
ABA - National Graduate Trust School
College for Financial Planning 1984 — 1986
CFP
Wayne State University 1979 — 1980
MBA, Accounting
Western Michigan University - Haworth College of Business 1974 — 1976
BBA, Finance
PNC Wealth Management April 2002 - Present
Fisher Investments July 2001 - April 2002
JP Morgan April 1986 - June 2001
Skills
Wealth Management, Portfolio Management, Asset Management, Investments, Retirement Planning, Asset Allocation, Series 7, Mutual Funds, Investment Management, Asset Managment, Alternative Investments, Estate Planning, Investment Advisory, Equities, High Net Worth..., Investment Strategies, Banking
Education
Northwestern University 1990 — 1992
ABA - National Graduate Trust School
College for Financial Planning 1984 — 1986
CFP
Wayne State University 1979 — 1980
MBA, Accounting
Western Michigan University - Haworth College of Business 1974 — 1976
BBA, Finance
Steve Colantoni Steve Colantoni's J.P. Morgan Experience 2008 - 2009
Job Consultant, Financial Services at Doshi Consulting Solutions
Industry Financial Services
Experience
Doshi Consulting Solutions July 2014 - February 2015
Stratmar Retail Services March 2012 - July 2014
Concept Capital Markets, LLC November 2010 - May 2012
Senior Vice Presodent, Alaris Trading Partners, LLC November 2010 - August 2011
Redi Markets, LLC October 2009 - April 2010
Bear Stearns/J.P July 1999 - March 2009
JP Morgan 2008 - 2009
Bear Stearns March 1994 - July 1999
Republic National Bank July 1993 - March 1994
Wall Street Investor Services February 1992 - July 1993
Skills
Client Service, Series 7, Equities, Service Management, US Equities, Operations Management, Business Relationship..., Wholesale Banking, Financial Services, Securities, Series 63, Electronic Trading, FINRA, Capital Markets, Asset Allocation, Program Management, AML, Leadership, Fixed Income, Client Services, Derivatives, Investments, Options, Bloomberg, Trading Systems, Sales, Relationship Management, Hedge Funds, Middle Office, Management, Financial Markets, Portfolio Management, Training, Risk Management, Alternative Investments, Insurance, Prime Brokerage, Wealth Management, Back Office, Series 24, Investment Banking, Investment Advisory, Asset Management, Executive Management
Education
City University of New York-Brooklyn College 1975 — 1986
BS, Physical Education
City University of New York-Brooklyn College 1975 — 1986
BS, Health and Physical Education/Fitness
Doshi Consulting Solutions July 2014 - February 2015
Stratmar Retail Services March 2012 - July 2014
Concept Capital Markets, LLC November 2010 - May 2012
Senior Vice Presodent, Alaris Trading Partners, LLC November 2010 - August 2011
Redi Markets, LLC October 2009 - April 2010
Bear Stearns/J.P July 1999 - March 2009
JP Morgan 2008 - 2009
Bear Stearns March 1994 - July 1999
Republic National Bank July 1993 - March 1994
Wall Street Investor Services February 1992 - July 1993
Skills
Client Service, Series 7, Equities, Service Management, US Equities, Operations Management, Business Relationship..., Wholesale Banking, Financial Services, Securities, Series 63, Electronic Trading, FINRA, Capital Markets, Asset Allocation, Program Management, AML, Leadership, Fixed Income, Client Services, Derivatives, Investments, Options, Bloomberg, Trading Systems, Sales, Relationship Management, Hedge Funds, Middle Office, Management, Financial Markets, Portfolio Management, Training, Risk Management, Alternative Investments, Insurance, Prime Brokerage, Wealth Management, Back Office, Series 24, Investment Banking, Investment Advisory, Asset Management, Executive Management
Education
City University of New York-Brooklyn College 1975 — 1986
BS, Physical Education
City University of New York-Brooklyn College 1975 — 1986
BS, Health and Physical Education/Fitness
Norman Rund Norman Rund's J.P. Morgan Experience 1980 - 2010
Job Author at Self employed
Industry Financial Services
Experience
Self employed April 2006 - Present
JPMorgan Chase December 1980 - April 2010
JPMorgan January 1980 - April 2010
JP Morgan 1980 - 2010
Chase 1980 - 2009
Chase Manhattan Bank 1980 - 2009
JP Morgan Chase 1980 - 2009
JPMorganChase Bank 1980 - 2009
Skills
Financial Services, Fixed Income, Operational Risk..., Business Analysis, Relationship Management, Mergers & Acquisitions, Portfolio Management, Global Custody, Strategy, Project Management, Business Process..., IT Strategy, Governance, Banking, Asset Managment, Asset Management, Requirements Gathering, Risk Management, Project Portfolio..., PMO, Series 7, Trading Systems, Vendor Management, Derivatives, Financial Modeling, Credit Risk, SDLC, Financial Risk, Investment Banking, Process Improvement, Payments, Investments, Outsourcing, Management, Offshoring, Capital Markets, Securities, Commercial Banking, Cash Management, Program Management, Financial Analysis, Loans, Series 63, Change Management, Equities
Education
City University of New York-Herbert H. Lehman College 1970 — 1974
ba, business
Self employed April 2006 - Present
JPMorgan Chase December 1980 - April 2010
JPMorgan January 1980 - April 2010
JP Morgan 1980 - 2010
Chase 1980 - 2009
Chase Manhattan Bank 1980 - 2009
JP Morgan Chase 1980 - 2009
JPMorganChase Bank 1980 - 2009
Skills
Financial Services, Fixed Income, Operational Risk..., Business Analysis, Relationship Management, Mergers & Acquisitions, Portfolio Management, Global Custody, Strategy, Project Management, Business Process..., IT Strategy, Governance, Banking, Asset Managment, Asset Management, Requirements Gathering, Risk Management, Project Portfolio..., PMO, Series 7, Trading Systems, Vendor Management, Derivatives, Financial Modeling, Credit Risk, SDLC, Financial Risk, Investment Banking, Process Improvement, Payments, Investments, Outsourcing, Management, Offshoring, Capital Markets, Securities, Commercial Banking, Cash Management, Program Management, Financial Analysis, Loans, Series 63, Change Management, Equities
Education
City University of New York-Herbert H. Lehman College 1970 — 1974
ba, business
Michael Herchenroder Michael Herchenroder's J.P. Morgan Experience 2008 - 2010
Job Software Developer / Business Analyst at Cornerstone Consulting, Inc.
Industry Information Technology and Services
Experience
Cornerstone Consulting, Inc. December 2012 - Present
ConnectWise March 2010 - December 2012
JPMorgan Chase November 2008 - March 2010
JP Morgan 2008 - 2010
JPMorgan Chase 2008 - 2009
PricewaterhouseCoopers 2005 - 2009
Pricewaterhouse Coopers May 2004 - November 2008
Sealund & Associates January 2002 - May 2004
Richland Towers April 2001 - April 2002
Digital Slingshot, Inc. January 1998 - January 1999
Skills
AJAX, XML, JavaScript, XHTML, Weblogic, Java, PHP, MySQL, Eclipse, IIS, SQL, ASP, CSS, .NET, Web 2.0, Microsoft SQL Server, PL/SQL, Tomcat, C#, SDLC, WCF, Linux, Database Design, Oracle, ASP.NET, T-SQL, SOA, Enterprise Architecture, Software Project..., Programming, SharePoint, Software Development, Ant, Software Design, Requirements Analysis, Integration, JSP, Web Development, Windows, Visio, HTML, Web Services, Java Enterprise Edition, Agile Methodologies, jQuery, ASP.NET MVC, Spring, JSON, Visual Studio, SAP
Education
Clearwater Christian College 1999 — 2003
BS, Business Administration
Clearwater Christian College 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Cornerstone Consulting, Inc. December 2012 - Present
ConnectWise March 2010 - December 2012
JPMorgan Chase November 2008 - March 2010
JP Morgan 2008 - 2010
JPMorgan Chase 2008 - 2009
PricewaterhouseCoopers 2005 - 2009
Pricewaterhouse Coopers May 2004 - November 2008
Sealund & Associates January 2002 - May 2004
Richland Towers April 2001 - April 2002
Digital Slingshot, Inc. January 1998 - January 1999
Skills
AJAX, XML, JavaScript, XHTML, Weblogic, Java, PHP, MySQL, Eclipse, IIS, SQL, ASP, CSS, .NET, Web 2.0, Microsoft SQL Server, PL/SQL, Tomcat, C#, SDLC, WCF, Linux, Database Design, Oracle, ASP.NET, T-SQL, SOA, Enterprise Architecture, Software Project..., Programming, SharePoint, Software Development, Ant, Software Design, Requirements Analysis, Integration, JSP, Web Development, Windows, Visio, HTML, Web Services, Java Enterprise Edition, Agile Methodologies, jQuery, ASP.NET MVC, Spring, JSON, Visual Studio, SAP
Education
Clearwater Christian College 1999 — 2003
BS, Business Administration
Clearwater Christian College 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Meagan Solomon Meagan Solomon's J.P. Morgan Experience 2003 - 2006
Job Family Office Group
Industry Investment Management
Experience
Family Office January 2007 - Present
JP Morgan 2003 - 2006
Victoria's Secret 2000 - 2003
The Greene Turtle 1999 - 2001
Skills
Operations Management, Trading, Asset Allocation, Leadership, Strategic Planning, Customer Service, Asset Management, Financial Analysis, PowerPoint, Investments, Asset Managment, Recruiting, Alternative Investments, Social Networking, Public Speaking, Microsoft Office, Management, Fixed Income, Team Building, Entrepreneurship, Portfolio Management, Financial Modeling, New Business Development, Mutual Funds, Microsoft Excel, Hedge Funds, Equities, Nonprofits, Risk Management, Training, Marketing, Change Management, Negotiation, Event Planning, Options, Microsoft Word, Event Management, Financial Services, Derivatives, Research, Fundraising, Vendor Management, Social Media, Business Strategy, Real Estate, Budgets, Process Improvement, Program Management, Strategy, Outlook
Education
Clarion University of Pennsylvania 1995 — 2000
BS, Communications
Clarion University of Pennsylvania 1995 — 2000
Bachelor of Science (BS), Communications
Family Office January 2007 - Present
JP Morgan 2003 - 2006
Victoria's Secret 2000 - 2003
The Greene Turtle 1999 - 2001
Skills
Operations Management, Trading, Asset Allocation, Leadership, Strategic Planning, Customer Service, Asset Management, Financial Analysis, PowerPoint, Investments, Asset Managment, Recruiting, Alternative Investments, Social Networking, Public Speaking, Microsoft Office, Management, Fixed Income, Team Building, Entrepreneurship, Portfolio Management, Financial Modeling, New Business Development, Mutual Funds, Microsoft Excel, Hedge Funds, Equities, Nonprofits, Risk Management, Training, Marketing, Change Management, Negotiation, Event Planning, Options, Microsoft Word, Event Management, Financial Services, Derivatives, Research, Fundraising, Vendor Management, Social Media, Business Strategy, Real Estate, Budgets, Process Improvement, Program Management, Strategy, Outlook
Education
Clarion University of Pennsylvania 1995 — 2000
BS, Communications
Clarion University of Pennsylvania 1995 — 2000
Bachelor of Science (BS), Communications
Diane Cenci Diane Cenci's J.P. Morgan Experience October 2011 - March 2015
Job Managing Partner at Sionic Advisors LLC
Industry Insurance
Experience
Sionic Advisors LLC April 2015 - Present
J.P. Morgan October 2011 - March 2015
AIG September 2007 - October 2011
Rock Ridge Advisors 2005 - 2007
JP Morgan 1991 - 2005
JP Morgan 1991 - 2005
Deloitte 1988 - 1991
Skills
Investment Banking, Portfolio Management, Training, Business Analysis, Securities, Equities, Leadership Development, Finance, Capital Markets, Fixed Income, Derivatives, Banking, Coaching, Project Management, Financial Services, Risk Management, Financial Analysis, Hedge Funds, Change Management
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA
City University of New York-Brooklyn College 1984 — 1988
Accounting
PS 207 1973 — 1979
Sionic Advisors LLC April 2015 - Present
J.P. Morgan October 2011 - March 2015
AIG September 2007 - October 2011
Rock Ridge Advisors 2005 - 2007
JP Morgan 1991 - 2005
JP Morgan 1991 - 2005
Deloitte 1988 - 1991
Skills
Investment Banking, Portfolio Management, Training, Business Analysis, Securities, Equities, Leadership Development, Finance, Capital Markets, Fixed Income, Derivatives, Banking, Coaching, Project Management, Financial Services, Risk Management, Financial Analysis, Hedge Funds, Change Management
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA
City University of New York-Brooklyn College 1984 — 1988
Accounting
PS 207 1973 — 1979
Bev Noel Bev Noel's J.P. Morgan Experience 1999 - 1999
Job IT Support Analyst
Industry Information Technology and Services
Experience
Consultant May 2014 - Present
NYC Business Solutions 2011 - 2011
Thomson Reuters 2000 - 2000
JP Morgan 1999 - 1999
Bankers Trust 1995 - 1999
Skills
Business Process..., Crystal Reports, CSS, HTML5, Live Meeting, Lotus Domino, Microsoft Project, Microsoft SQL Server, .NET, Requirements Gathering, Sharepoint, Systems Analysis, Training Delivery, Web Logic
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1993
BS, Computer Information Systems
New York Institute of Technology Manhattan Campus 1988 — 1990
Computer Science
LIU Brooklyn
Consultant May 2014 - Present
NYC Business Solutions 2011 - 2011
Thomson Reuters 2000 - 2000
JP Morgan 1999 - 1999
Bankers Trust 1995 - 1999
Skills
Business Process..., Crystal Reports, CSS, HTML5, Live Meeting, Lotus Domino, Microsoft Project, Microsoft SQL Server, .NET, Requirements Gathering, Sharepoint, Systems Analysis, Training Delivery, Web Logic
Education
City University of New York-John Jay College of Criminal Justice 1990 — 1993
BS, Computer Information Systems
New York Institute of Technology Manhattan Campus 1988 — 1990
Computer Science
LIU Brooklyn
Ann Stofflet Ann Stofflet's J.P. Morgan Experience September 1981 - April 1999
Job Marketing and Communication Manager, Writer and Editor, Social Media Strategist
Industry Marketing and Advertising
Experience
Artway Interactive March 2006 - Present
University of Michigan September 2009 - July 2012
MS&L Worldwide (MS&L Digital) September 2006 - March 2009
US Trust Company (a division of Charles Schwab) April 1999 - February 2006
JP Morgan September 1981 - April 1999
Skills
Strategy Development, Content Development, Process Development, Strategic Communications, Presentation Development, Business Process..., Project Planning, Project Implementation, Writing For The Web, Content Management, Email Marketing, Proposal Writing, Report Writing, Image Editing, Web Editing, Copy Editing, Online Advertising, SEO, Press Releases, Integrated Marketing, Web Development, CMS, Social Networking, Facebook, Marketing Communications, Social Media, Creative Direction, Newsletters, Internal Communications, Advertising, User Experience, New Media, Strategy, Copywriting, Blogging, Social Media Marketing, Web Content, Public Relations, Editing, Marketing, Analytics, CRM, Content Strategy, Dreamweaver, Digital Strategy, Digital Marketing, Management, Marketing Strategy, Public Speaking, Online Marketing
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Marketing & Communications & Media Management with E-business specialization
City University of New York-Brooklyn College 1990 — 1994
BA, English Literature and Writing
Artway Interactive March 2006 - Present
University of Michigan September 2009 - July 2012
MS&L Worldwide (MS&L Digital) September 2006 - March 2009
US Trust Company (a division of Charles Schwab) April 1999 - February 2006
JP Morgan September 1981 - April 1999
Skills
Strategy Development, Content Development, Process Development, Strategic Communications, Presentation Development, Business Process..., Project Planning, Project Implementation, Writing For The Web, Content Management, Email Marketing, Proposal Writing, Report Writing, Image Editing, Web Editing, Copy Editing, Online Advertising, SEO, Press Releases, Integrated Marketing, Web Development, CMS, Social Networking, Facebook, Marketing Communications, Social Media, Creative Direction, Newsletters, Internal Communications, Advertising, User Experience, New Media, Strategy, Copywriting, Blogging, Social Media Marketing, Web Content, Public Relations, Editing, Marketing, Analytics, CRM, Content Strategy, Dreamweaver, Digital Strategy, Digital Marketing, Management, Marketing Strategy, Public Speaking, Online Marketing
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Marketing & Communications & Media Management with E-business specialization
City University of New York-Brooklyn College 1990 — 1994
BA, English Literature and Writing
Alix Baudin Alix Baudin's J.P. Morgan Experience August 2002 - October 2003
Job SVP and GM, Digital Product and Operations at Scripps Networks Interactive Inc.
Industry Online Media
Experience
Scripps Networks Interactive Inc. October 2012 - Present
Dow Jones June 2012 - September 2012
The Wall Street Journal Digital Network / Dow Jones January 2011 - June 2012
Newsweek Digital / Newsweek Inc. January 2010 - December 2010
BET Digital (BET Networks) April 2006 - December 2009
Carol's Daughter March 2005 - April 2006
ESPN Digital Media / ESPN October 2003 - March 2005
JP Morgan August 2002 - October 2003
Goldman Sachs February 1996 - April 2000
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
University of Pennsylvania 1994 — 1995
MSE
City University of New York City College 1988 — 1993
BS
Scripps Networks Interactive Inc. October 2012 - Present
Dow Jones June 2012 - September 2012
The Wall Street Journal Digital Network / Dow Jones January 2011 - June 2012
Newsweek Digital / Newsweek Inc. January 2010 - December 2010
BET Digital (BET Networks) April 2006 - December 2009
Carol's Daughter March 2005 - April 2006
ESPN Digital Media / ESPN October 2003 - March 2005
JP Morgan August 2002 - October 2003
Goldman Sachs February 1996 - April 2000
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
University of Pennsylvania 1994 — 1995
MSE
City University of New York City College 1988 — 1993
BS
James Concepcion James Concepcion's J.P. Morgan Experience April 1997 - January 2001
Job Vice President, Wealth Management Group
Industry Financial Services
Experience
OppenheimerFunds January 2002 - Present
JP Morgan April 1997 - January 2001
Alliance Capital Management 1996 - 1997
Skills
Financial Advisory, Sales Operations, Sales, Mutual Funds, Series 7, Wealth Management, Banking, Sales Process, Marketing, Investments, Financial Modeling
Education
Rutgers University-New Brunswick 1990 — 1994
BA, Political Science
College for Financial Planning
AWMA - Accredited Wealth Management Analyst
OppenheimerFunds January 2002 - Present
JP Morgan April 1997 - January 2001
Alliance Capital Management 1996 - 1997
Skills
Financial Advisory, Sales Operations, Sales, Mutual Funds, Series 7, Wealth Management, Banking, Sales Process, Marketing, Investments, Financial Modeling
Education
Rutgers University-New Brunswick 1990 — 1994
BA, Political Science
College for Financial Planning
AWMA - Accredited Wealth Management Analyst
Henry Rauch's J.P. Morgan Experience June 2008 - August 2008
Job Senior Managing Associate at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management March 2015 - Present
Bernstein Private Wealth Management November 2011 - March 2015
New Frontier Capital Advisors January 2011 - November 2011
JP Morgan June 2008 - August 2008
Bloomberg June 2007 - August 2007
United States Senate June 2006 - August 2006
Skills
Private Equity, Asset Management, Alternative Investments, Series 7, Hedge Funds, Series 63, Equities, Investment Management, Fixed Income, Securities, Investment Strategies
Education
College of Charleston 2006 — 2010
BA, English
The Salisbury School
Bernstein Private Wealth Management March 2015 - Present
Bernstein Private Wealth Management November 2011 - March 2015
New Frontier Capital Advisors January 2011 - November 2011
JP Morgan June 2008 - August 2008
Bloomberg June 2007 - August 2007
United States Senate June 2006 - August 2006
Skills
Private Equity, Asset Management, Alternative Investments, Series 7, Hedge Funds, Series 63, Equities, Investment Management, Fixed Income, Securities, Investment Strategies
Education
College of Charleston 2006 — 2010
BA, English
The Salisbury School
Jeff Lancton Jeff Lancton's J.P. Morgan Experience 1997 - 1999
Job IS Project Manager at Carolinas Healthcare System
Industry Information Technology and Services
Experience
Carolinas Healthcare System May 2010 - Present
Edwin M. Rollins March 2009 - February 2010
Somers Manor Nursing Home July 2001 - June 2008
Ciber August 1997 - April 2001
Fleet Securities 2001 - 2001
The Chase Manhattan Bank 1999 - 2001
JP Morgan 1997 - 1999
Pillsbury Winthrop Shaw Pittman July 1995 - July 1997
US Computer 1992 - 1994
BBDO January 1991 - March 1992
Skills
Help Desk Management, HIPAA, Security, Cisco, Operating Systems, Project Management, Help Desk Support, Cisco Technologies, IT Operations, Microsoft Exchange, Vendor Management, Disaster Recovery, Networking, Management, IT Management, Information Technology, SharePoint, Technical Support, Integration, Data Center, IT Strategy, Leadership, Software Documentation, Visio, Active Directory, IT Service Management, ITIL, System Administration, Troubleshooting
Education
Clarkson University 1985 — 1986
Computer Science
Carolinas Healthcare System May 2010 - Present
Edwin M. Rollins March 2009 - February 2010
Somers Manor Nursing Home July 2001 - June 2008
Ciber August 1997 - April 2001
Fleet Securities 2001 - 2001
The Chase Manhattan Bank 1999 - 2001
JP Morgan 1997 - 1999
Pillsbury Winthrop Shaw Pittman July 1995 - July 1997
US Computer 1992 - 1994
BBDO January 1991 - March 1992
Skills
Help Desk Management, HIPAA, Security, Cisco, Operating Systems, Project Management, Help Desk Support, Cisco Technologies, IT Operations, Microsoft Exchange, Vendor Management, Disaster Recovery, Networking, Management, IT Management, Information Technology, SharePoint, Technical Support, Integration, Data Center, IT Strategy, Leadership, Software Documentation, Visio, Active Directory, IT Service Management, ITIL, System Administration, Troubleshooting
Education
Clarkson University 1985 — 1986
Computer Science
Cynthia Bravo Cynthia Bravo's J.P. Morgan Experience 1995 - 1996
Job IT Project Manager
Industry Information Technology and Services
Experience
OnX Enterprise Solutions 2014 - 2015
Thomson Reuters November 2013 - April 2014
Thomson Reuters February 2013 - August 2013
Siemens Enterprise Communications February 2011 - February 2013
Thomson Reuters August 2009 - February 2011
CA January 2008 - March 2009
CA April 2002 - December 2007
CA December 1997 - March 2002
Bankers Trust 1994 - 1997
JP Morgan 1995 - 1996
Skills
Virtualization, ITIL, Disaster Recovery, Data Center, Windows Server, Cloud Computing, IT Operations, IT Management, Enterprise Software, Enterprise Architecture, Information Security, PMP, SDLC, IT Service Management, IT Strategy, Integration, Servers, Infrastructure, Solaris, Solution Architecture, SaaS, Management, Strategy, Security, Storage, Requirements Analysis, Business Intelligence, Software Development, Unix
Education
Stony Brook University 2009 — 2009
PMP, Project Management
City University of New York-Hunter College 1989 — 1992
BA, Computer Science
OnX Enterprise Solutions 2014 - 2015
Thomson Reuters November 2013 - April 2014
Thomson Reuters February 2013 - August 2013
Siemens Enterprise Communications February 2011 - February 2013
Thomson Reuters August 2009 - February 2011
CA January 2008 - March 2009
CA April 2002 - December 2007
CA December 1997 - March 2002
Bankers Trust 1994 - 1997
JP Morgan 1995 - 1996
Skills
Virtualization, ITIL, Disaster Recovery, Data Center, Windows Server, Cloud Computing, IT Operations, IT Management, Enterprise Software, Enterprise Architecture, Information Security, PMP, SDLC, IT Service Management, IT Strategy, Integration, Servers, Infrastructure, Solaris, Solution Architecture, SaaS, Management, Strategy, Security, Storage, Requirements Analysis, Business Intelligence, Software Development, Unix
Education
Stony Brook University 2009 — 2009
PMP, Project Management
City University of New York-Hunter College 1989 — 1992
BA, Computer Science
Michael G. Robinson Michael G. Robinson's J.P. Morgan Experience April 2008 - July 2012
Job Executive Vice President at First Merit Bank
Industry Executive Office
Experience
First Merit Bank August 2012 - Present
JP Morgan April 2008 - July 2012
J.P. Morgan 1985 - 2012
JP Morgan 2007 - 2008
JP Morgan 2003 - 2007
Skills
Banking, Equities, Estate Planning, Financial Advisory, Investment Management, Investments, Management, Mortgage Lending, Pensions, Private Banking, Sales, Series 7, Team Leadership, Wealth Management, Wealth Management..., Training, Asset Managment, Financial Services, Portfolio Management, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Retirement Planning, Series 63, Strategic Financial..., Wealth, Loans, High Net Worth..., Series 24, Personal Financial..., Asset Management, Financial Planning
Education
College for Financial Planning 2001 — 2004
M.S., Estate and Financial Planning
Eastern Michigan University 1981 — 1985
BBA, Business Management
First Merit Bank August 2012 - Present
JP Morgan April 2008 - July 2012
J.P. Morgan 1985 - 2012
JP Morgan 2007 - 2008
JP Morgan 2003 - 2007
Skills
Banking, Equities, Estate Planning, Financial Advisory, Investment Management, Investments, Management, Mortgage Lending, Pensions, Private Banking, Sales, Series 7, Team Leadership, Wealth Management, Wealth Management..., Training, Asset Managment, Financial Services, Portfolio Management, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Retirement Planning, Series 63, Strategic Financial..., Wealth, Loans, High Net Worth..., Series 24, Personal Financial..., Asset Management, Financial Planning
Education
College for Financial Planning 2001 — 2004
M.S., Estate and Financial Planning
Eastern Michigan University 1981 — 1985
BBA, Business Management
Dr. Michelle Woody Dr. Michelle Woody's J.P. Morgan Experience January 1978 - January 1991
Job Assistant Professor at Dallas Theological Seminary
Industry Higher Education
Experience
Dallas Theological Seminary July 2013 - Present
University of Southern California September 2011 - July 2013
Holmes Street January 2009 - October 2010
Dallas Theological Seminary 2007 - 2010
Bible Study Fellowship January 1994 - January 2007
Bible Study Fellowship January 1994 - January 2007
JP Morgan January 1978 - January 1991
JP Morgan January 1977 - January 1991
Skills
Teaching, Public Speaking, Higher Education, Non-profits, Leadership Development, Curriculum Design, Research, Curriculum Development, Community Outreach, Program Development
Education
University of Southern California 2011 — 2014
Ed.D, Educational Psychology
University of Southern California 2011 — 2014
Ed.D, Urban Psychology
Dallas Theological Seminary 2007 — 2010
MA, Biblical Counseling
Dallas Theological Seminary 2007 — 2010
MA, Biblical Counseling
Clark Atlanta University 1976 — 1978
MBA, Finance
University of California, Los Angeles 1972 — 1976
BA, English
Dallas Theological Seminary July 2013 - Present
University of Southern California September 2011 - July 2013
Holmes Street January 2009 - October 2010
Dallas Theological Seminary 2007 - 2010
Bible Study Fellowship January 1994 - January 2007
Bible Study Fellowship January 1994 - January 2007
JP Morgan January 1978 - January 1991
JP Morgan January 1977 - January 1991
Skills
Teaching, Public Speaking, Higher Education, Non-profits, Leadership Development, Curriculum Design, Research, Curriculum Development, Community Outreach, Program Development
Education
University of Southern California 2011 — 2014
Ed.D, Educational Psychology
University of Southern California 2011 — 2014
Ed.D, Urban Psychology
Dallas Theological Seminary 2007 — 2010
MA, Biblical Counseling
Dallas Theological Seminary 2007 — 2010
MA, Biblical Counseling
Clark Atlanta University 1976 — 1978
MBA, Finance
University of California, Los Angeles 1972 — 1976
BA, English
Phil Fishgold, CISM, CIPP Phil Fishgold, CISM, CIPP's J.P. Morgan Experience 1991 - 1995
Job Consultant, Data Privacy Office at Citigroup
Industry Financial Services
Experience
barclaycard May 2013 - August 2013
PJM Interconnection November 2012 - February 2013
TD Bank August 2012 - October 2012
Pfizer October 2009 - July 2012
Wyeth (acquired by Pfizer) December 2000 - October 2009
Keystone Mercy Health Plan 1999 - 2000
PriceWaterhouseCoopers, LLP 1995 - 1999
JP Morgan 1991 - 1995
Skills
Risk Management, Vendor Management, Process Improvement, Change Management, Security, Data Privacy, ERP, IT Audit, Business Intelligence, Business Process..., Data Center, Quality Management, 21 CFR Part 11, Business Continuity, Business Process, CRM, Cloud Computing, Compliance, Computer Security, Enterprise Architecture, Governance, IT Management
Education
City University of New York-Brooklyn College
Bachelor's, Health Sciences
Far Rockaway H.S.
barclaycard May 2013 - August 2013
PJM Interconnection November 2012 - February 2013
TD Bank August 2012 - October 2012
Pfizer October 2009 - July 2012
Wyeth (acquired by Pfizer) December 2000 - October 2009
Keystone Mercy Health Plan 1999 - 2000
PriceWaterhouseCoopers, LLP 1995 - 1999
JP Morgan 1991 - 1995
Skills
Risk Management, Vendor Management, Process Improvement, Change Management, Security, Data Privacy, ERP, IT Audit, Business Intelligence, Business Process..., Data Center, Quality Management, 21 CFR Part 11, Business Continuity, Business Process, CRM, Cloud Computing, Compliance, Computer Security, Enterprise Architecture, Governance, IT Management
Education
City University of New York-Brooklyn College
Bachelor's, Health Sciences
Far Rockaway H.S.
Syed Nadeem Hasan's J.P. Morgan Experience June 1999 - December 2005
Job Manager Business Development at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems April 2013 - Present
Cisco Systems December 2009 - Present
IBM Global Services January 2006 - April 2009
JP Morgan June 1999 - December 2005
Deloitte & Touche August 1997 - June 1999
TIAA-CREF 1995 - 1997
Syska Hennessy Group 1993 - 1995
Skills
Data Center, IT Strategy, Cloud Computing, Enterprise Architecture, Cisco Technologies, Disaster Recovery, IT Management, Architecture, Enterprise Software, Servers, Solution Architecture, Infrastructure, Network Architecture, Project Management, Virtualization, Telecommunications, HP, Software Project..., Change Management, SAN, System Deployment, Service Delivery, Networking, Managed Services, Architectures
Education
Southern Methodist University - Cox School of Business 2004 — 2004
Project Management, Information Technology Project Management
New York University 1995 — 1995
Unix Systems Administration, Certification
City University of New York 1991 — 1993
MSEE, Electrical Engineering
NED University of Engineering and Technology 1984 — 1989
BSEE, Electrical Engineering
Cisco Systems April 2013 - Present
Cisco Systems December 2009 - Present
IBM Global Services January 2006 - April 2009
JP Morgan June 1999 - December 2005
Deloitte & Touche August 1997 - June 1999
TIAA-CREF 1995 - 1997
Syska Hennessy Group 1993 - 1995
Skills
Data Center, IT Strategy, Cloud Computing, Enterprise Architecture, Cisco Technologies, Disaster Recovery, IT Management, Architecture, Enterprise Software, Servers, Solution Architecture, Infrastructure, Network Architecture, Project Management, Virtualization, Telecommunications, HP, Software Project..., Change Management, SAN, System Deployment, Service Delivery, Networking, Managed Services, Architectures
Education
Southern Methodist University - Cox School of Business 2004 — 2004
Project Management, Information Technology Project Management
New York University 1995 — 1995
Unix Systems Administration, Certification
City University of New York 1991 — 1993
MSEE, Electrical Engineering
NED University of Engineering and Technology 1984 — 1989
BSEE, Electrical Engineering
Charles Kilby's J.P. Morgan Experience June 1995 - August 1995
Job Internet professional B2C and B2B
Industry Internet
Experience
Monster June 2015 - Present
HERE, a Nokia company October 2013 - March 2015
Monster April 2006 - December 2012
Lycos, Inc. September 1998 - February 2006
Mercer Management Consulting September 1996 - September 1998
JP Morgan June 1995 - August 1995
MAC Group (division of Gemini Consulting) September 1991 - June 1994
CREDIT COMMERCIAL DE FRANCE January 1990 - January 1991
LEISURE CONCEPTS December 1989 - December 1990
Skills
Strategic Partnerships, Corporate Development, Start-ups, Product Management, Competitive Analysis, Online Advertising, Business Development, Business Strategy, Strategy, Mergers, Analytics, E-commerce, SEM, Market Research, Online Marketing, Integrated Marketing, Marketing, Product Marketing, Strategic Planning, Product Development, Management Consulting, Digital Marketing, Management, P&L Management, Go-to-market Strategy, Mergers & Acquisitions, Digital Media
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA
Colgate University 1985 — 1989
BA
Monster June 2015 - Present
HERE, a Nokia company October 2013 - March 2015
Monster April 2006 - December 2012
Lycos, Inc. September 1998 - February 2006
Mercer Management Consulting September 1996 - September 1998
JP Morgan June 1995 - August 1995
MAC Group (division of Gemini Consulting) September 1991 - June 1994
CREDIT COMMERCIAL DE FRANCE January 1990 - January 1991
LEISURE CONCEPTS December 1989 - December 1990
Skills
Strategic Partnerships, Corporate Development, Start-ups, Product Management, Competitive Analysis, Online Advertising, Business Development, Business Strategy, Strategy, Mergers, Analytics, E-commerce, SEM, Market Research, Online Marketing, Integrated Marketing, Marketing, Product Marketing, Strategic Planning, Product Development, Management Consulting, Digital Marketing, Management, P&L Management, Go-to-market Strategy, Mergers & Acquisitions, Digital Media
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA
Colgate University 1985 — 1989
BA
Joseph Kren's J.P. Morgan Experience April 1992 - April 1996
Job SVP IT Director at Citibank NA
Industry Financial Services
Experience
Citibank NA March 2010 - Present
K and K Associates, LLC August 2007 - March 2010
SunTrust Bank 2008 - 2009
Pfizer Pharmaceuticals 2007 - 2008
JPMorgan Chase May 2001 - July 2007
Lehman Brothers, Inc 1996 - 2001
JP Morgan April 1992 - April 1996
Skills
Business Continuity, Process Simulation, Infrastructure, System Administration, Vendor Management, ITIL, Management, Change Management, Outsourcing, Strategy, Project Portfolio..., Business Process..., Integration, Project Planning, PMO, MS Project, Leadership, Budgets, Process Improvement, SDLC, IT Strategy, Program Management, Telecommunications, Strategic Planning, Analysis, Management Consulting, Business Development, Project Delivery, Risk Management, IT Operations, Team Building, Analytics, Governance, Networking, IT Management, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA
City University of New York City College 1973 — 1976
BA
Citibank NA March 2010 - Present
K and K Associates, LLC August 2007 - March 2010
SunTrust Bank 2008 - 2009
Pfizer Pharmaceuticals 2007 - 2008
JPMorgan Chase May 2001 - July 2007
Lehman Brothers, Inc 1996 - 2001
JP Morgan April 1992 - April 1996
Skills
Business Continuity, Process Simulation, Infrastructure, System Administration, Vendor Management, ITIL, Management, Change Management, Outsourcing, Strategy, Project Portfolio..., Business Process..., Integration, Project Planning, PMO, MS Project, Leadership, Budgets, Process Improvement, SDLC, IT Strategy, Program Management, Telecommunications, Strategic Planning, Analysis, Management Consulting, Business Development, Project Delivery, Risk Management, IT Operations, Team Building, Analytics, Governance, Networking, IT Management, Business Analysis
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
MBA
City University of New York City College 1973 — 1976
BA
Michael Chen PMP's J.P. Morgan Experience March 2004 - March 2005
Job Manage the Debt and Equity Capital Market Revenue Reporting Applications
Industry Banking
Experience
Mizuho Securities USA Inc. October 2014 - Present
Bank of America June 2013 - October 2014
Morgan Stanley September 2007 - June 2013
UBS Wealth Management May 2006 - September 2007
UBS Investment Bank March 2005 - May 2006
JP Morgan March 2004 - March 2005
UBS September 1999 - September 2004
Prudential securities 1998 - 1999
Skills
Series 24, Derivatives, Java, Risk, Business Analysis, SDLC, Risk Management, Fixed Income, Visio, Vendor Management, Equities, Banking, Sybase, IT Management, Unix, Process Improvement, Vendor Relations, Customer Relations, Program Management, Portfolio Management, Process Engineering, Excel, SQL, Trading Systems, MS Project, SharePoint, PowerPoint, Word, SQL Server, Microsoft Office, Requirements Analysis, Capital Markets, Analysis, Problem Solving, J2EE, Software Project..., User Acceptance Testing, Disaster Recovery, Project Planning, Integration, Application Development, Business Requirements, Production Support, PMP, Market Data, Project Management, Software Development, Agile Methodologies, Financial Risk
Education
City University of New York-Brooklyn College
MA, BA, Economics
Mizuho Securities USA Inc. October 2014 - Present
Bank of America June 2013 - October 2014
Morgan Stanley September 2007 - June 2013
UBS Wealth Management May 2006 - September 2007
UBS Investment Bank March 2005 - May 2006
JP Morgan March 2004 - March 2005
UBS September 1999 - September 2004
Prudential securities 1998 - 1999
Skills
Series 24, Derivatives, Java, Risk, Business Analysis, SDLC, Risk Management, Fixed Income, Visio, Vendor Management, Equities, Banking, Sybase, IT Management, Unix, Process Improvement, Vendor Relations, Customer Relations, Program Management, Portfolio Management, Process Engineering, Excel, SQL, Trading Systems, MS Project, SharePoint, PowerPoint, Word, SQL Server, Microsoft Office, Requirements Analysis, Capital Markets, Analysis, Problem Solving, J2EE, Software Project..., User Acceptance Testing, Disaster Recovery, Project Planning, Integration, Application Development, Business Requirements, Production Support, PMP, Market Data, Project Management, Software Development, Agile Methodologies, Financial Risk
Education
City University of New York-Brooklyn College
MA, BA, Economics
Rachel D'Antonio's J.P. Morgan Experience 1996 - 2004
Job Point72 Asset Management
Industry Financial Services
Experience
Point72 Asset Management 2004 - Present
JP Morgan 1996 - 2004
Education
Colby College 1992 — 1996
Point72 Asset Management 2004 - Present
JP Morgan 1996 - 2004
Education
Colby College 1992 — 1996
Nadya Perry's J.P. Morgan Experience 1987 - 1988
Job Director at Achilles Perry & Co., Inc.
Industry Accounting
Experience
Achilles Perry & Co., Inc. January 1993 - Present
Coopers & Lybrand 1989 - 1992
Deloitte 1988 - 1989
JP Morgan 1987 - 1988
Deloitte 1979 - 1987
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1979
MBA, Professional Accounting & Auditing
City University of New York City College
Achilles Perry & Co., Inc. January 1993 - Present
Coopers & Lybrand 1989 - 1992
Deloitte 1988 - 1989
JP Morgan 1987 - 1988
Deloitte 1979 - 1987
Education
Rutgers, The State University of New Jersey-Newark 1977 — 1979
MBA, Professional Accounting & Auditing
City University of New York City College
Herman Calderon's J.P. Morgan Experience 2007 - Present
Job Desktop Engineer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2008 - Present
JPMorganChase 2008 - Present
JPMorgan Chase 2007 - Present
CCN, inc. 2007 - Present
JP Morgan 2007 - Present
JP Morgan Asset Management 2005 - Present
JP Morgan Chase February 2006 - December 2007
J.P. Morgan Chase January 2000 - July 2005
Education
City University of New York 1975 — 1980
City University of New York 1970 — 1974
General Studies
JPMorgan Chase January 2008 - Present
JPMorganChase 2008 - Present
JPMorgan Chase 2007 - Present
CCN, inc. 2007 - Present
JP Morgan 2007 - Present
JP Morgan Asset Management 2005 - Present
JP Morgan Chase February 2006 - December 2007
J.P. Morgan Chase January 2000 - July 2005
Education
City University of New York 1975 — 1980
City University of New York 1970 — 1974
General Studies
Jason Stiles's J.P. Morgan Experience July 1999 - August 2000
Job Data Architect at Verato
Industry Computer Software
Experience
Araxid January 2014 - Present
Northrop Grumman Corporation April 2012 - January 2014
Booz Allen Hamilton August 2000 - February 2012
JP Morgan July 1999 - August 2000
Prudential July 1998 - July 1999
Nabisco June 1992 - July 1998
Skills
Project Management, PMP, Databases, Database Administration, Database Design, Data Modeling, Data Warehousing, Data Transformation, Testing, Microsoft SQL Server, SQL, SQL Tuning, Requirements Analysis, Management, Enterprise Architecture, SDLC, SharePoint, VMware, VMware Infrastructure, Microsoft Excel, VBA, Business Analysis, R, Statistics, Statistical Software
Education
Fairleigh Dickinson University 1995 — 1997
Master's degree, Mathematics and Computer Science
Clemson University 1989 — 1991
BA, Mathematics
Farileigh Dickenson University - Madison 1988 — 1989
Vanderbilt University 1986 — 1988
Delbarton School
Araxid January 2014 - Present
Northrop Grumman Corporation April 2012 - January 2014
Booz Allen Hamilton August 2000 - February 2012
JP Morgan July 1999 - August 2000
Prudential July 1998 - July 1999
Nabisco June 1992 - July 1998
Skills
Project Management, PMP, Databases, Database Administration, Database Design, Data Modeling, Data Warehousing, Data Transformation, Testing, Microsoft SQL Server, SQL, SQL Tuning, Requirements Analysis, Management, Enterprise Architecture, SDLC, SharePoint, VMware, VMware Infrastructure, Microsoft Excel, VBA, Business Analysis, R, Statistics, Statistical Software
Education
Fairleigh Dickinson University 1995 — 1997
Master's degree, Mathematics and Computer Science
Clemson University 1989 — 1991
BA, Mathematics
Farileigh Dickenson University - Madison 1988 — 1989
Vanderbilt University 1986 — 1988
Delbarton School
Sheldon Jaffe's J.P. Morgan Experience 1981 - 1991
Job Deputy Attorney General at State of California Department of Justice
Industry Legal Services
Experience
State of California Department of Justice December 2007 - Present
Heller Ehrman 1999 - 2007
Heller Ehrman LLP 1998 - 2007
JP Morgan 1981 - 1991
Skills
Litigation, Civil Litigation, Legal Writing, Legal Research, Appeals, Commercial Litigation, Courts, Class Actions, Westlaw, Trials, Trial Practice
Education
University of Washington School of Law 1995 — 1998
JD
City University of New York City College 1990 — 1991
MA, Writing
Metropolitan State University of Denver 1976 — 1978
BA, English
Far Rockaway High School 1967 — 1970
State of California Department of Justice December 2007 - Present
Heller Ehrman 1999 - 2007
Heller Ehrman LLP 1998 - 2007
JP Morgan 1981 - 1991
Skills
Litigation, Civil Litigation, Legal Writing, Legal Research, Appeals, Commercial Litigation, Courts, Class Actions, Westlaw, Trials, Trial Practice
Education
University of Washington School of Law 1995 — 1998
JD
City University of New York City College 1990 — 1991
MA, Writing
Metropolitan State University of Denver 1976 — 1978
BA, English
Far Rockaway High School 1967 — 1970
Elzia Sekou's J.P. Morgan Experience 1984 - 1996
Job Consultant
Industry Information Technology and Services
Experience
Trans-Formations, LLC December 2007 - Present
Mile Hi Church 2006 - 2010
Accenture July 1996 - December 2007
AXA 1999 - 2001
AXA 1999 - 2001
J.P. Morgan Chase 1984 - 1996
JP Morgan 1984 - 1996
Skills
Management Consulting, Leadership Development, Strategic Planning, Change Management, Program Management, Coaching, Business Process..., Project Management, Workshop Facilitation, Team Building, Leadership, Process Improvement, Community Outreach, Management, Teaching, Nonprofits, PMO, Business Analysis, Consulting, Customer Service, Business Process, SDLC, Public Speaking, IT Strategy, Business Development, Conflict Resolution, Strategy, Training, Vendor Management, Project Planning, Cross-functional Team..., Team Leadership, Organizational..., Entrepreneurship, Integration, Project Portfolio..., Governance, IT Management, Business Intelligence, Business Strategy
Education
Holmes Institute 2006 — 2010
M.S, Transformative Leadership
City University of New York City College 1990 — 1992
Master of Science (MS), Management Information Systems, General
Daytona State College 1981 — 1982
A.S., Computer Science
Florida Agricultural and Mechanical University 1974 — 1978
BS, Management
Trans-Formations, LLC December 2007 - Present
Mile Hi Church 2006 - 2010
Accenture July 1996 - December 2007
AXA 1999 - 2001
AXA 1999 - 2001
J.P. Morgan Chase 1984 - 1996
JP Morgan 1984 - 1996
Skills
Management Consulting, Leadership Development, Strategic Planning, Change Management, Program Management, Coaching, Business Process..., Project Management, Workshop Facilitation, Team Building, Leadership, Process Improvement, Community Outreach, Management, Teaching, Nonprofits, PMO, Business Analysis, Consulting, Customer Service, Business Process, SDLC, Public Speaking, IT Strategy, Business Development, Conflict Resolution, Strategy, Training, Vendor Management, Project Planning, Cross-functional Team..., Team Leadership, Organizational..., Entrepreneurship, Integration, Project Portfolio..., Governance, IT Management, Business Intelligence, Business Strategy
Education
Holmes Institute 2006 — 2010
M.S, Transformative Leadership
City University of New York City College 1990 — 1992
Master of Science (MS), Management Information Systems, General
Daytona State College 1981 — 1982
A.S., Computer Science
Florida Agricultural and Mechanical University 1974 — 1978
BS, Management
Marc Willensky's J.P. Morgan Experience 1987 - 1989
Job Senior Director, Strategy Execution, Global Shared Services at McDonald's Corporation
Industry Electrical/Electronic Manufacturing
Experience
McDonald's Corporation March 2013 - Present
Resources Global Professionals August 2012 - March 2013
Loews Hotels March 2010 - June 2012
Ingersoll Rand 2001 - 2009
Trane 1998 - 2001
American Standard 1995 - 1998
American Standard 1991 - 1995
Colgate Palmolive 1989 - 1991
JP Morgan 1987 - 1989
Arthur Andersen & Co 1985 - 1987
Skills
Shared Services, Change Management, Corporate Finance, Sarbanes-Oxley, Project Management
Education
City University of New York-Brooklyn College 1981 — 1985
BS, Accounting
McDonald's Corporation March 2013 - Present
Resources Global Professionals August 2012 - March 2013
Loews Hotels March 2010 - June 2012
Ingersoll Rand 2001 - 2009
Trane 1998 - 2001
American Standard 1995 - 1998
American Standard 1991 - 1995
Colgate Palmolive 1989 - 1991
JP Morgan 1987 - 1989
Arthur Andersen & Co 1985 - 1987
Skills
Shared Services, Change Management, Corporate Finance, Sarbanes-Oxley, Project Management
Education
City University of New York-Brooklyn College 1981 — 1985
BS, Accounting
Katy Hampton's J.P. Morgan Experience August 2003 - May 2004
Job Accounting Coordinator
Industry Oil & Energy
Experience
Chesapeake Energy May 2004 - Present
JP Morgan August 2003 - May 2004
Nextel April 1998 - April 2003
Education
College of Business 1993 — 1997
Chesapeake Energy May 2004 - Present
JP Morgan August 2003 - May 2004
Nextel April 1998 - April 2003
Education
College of Business 1993 — 1997
Dan Persad's J.P. Morgan Experience 1999 - 2005
Job Managing Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2006 - Present
Lehman Brothers July 2005 - July 2006
JP Morgan 1999 - 2005
Barclays Capital 1995 - 1998
Skills
Interest Rate..., Product Control, Credit Derivatives, Fixed Income, Derivatives, Trading Systems, Middle Office, Back Office, Bloomberg, Bonds, CDS, Capital Markets, Credit, Credit Risk, Equity Derivatives, Equities, FX Derivatives, Equity Trading, Finance, Financial Markets, Financial Risk, Hedge Funds, Financial Services, Investment Banking, Lean Thinking, Leadership Development, Market Data, Mergers & Acquisitions, Options, Risk Management, Settlement, Team Leadership, Volatility, Securities Lending, Structured Products, Trading
Education
City University of New York-Brooklyn College 1991 — 1995
Bachelor of Science (BS), Mathematics and Statistics
London Business School
Management and Organizational Leadership
Deutsche Bank July 2006 - Present
Lehman Brothers July 2005 - July 2006
JP Morgan 1999 - 2005
Barclays Capital 1995 - 1998
Skills
Interest Rate..., Product Control, Credit Derivatives, Fixed Income, Derivatives, Trading Systems, Middle Office, Back Office, Bloomberg, Bonds, CDS, Capital Markets, Credit, Credit Risk, Equity Derivatives, Equities, FX Derivatives, Equity Trading, Finance, Financial Markets, Financial Risk, Hedge Funds, Financial Services, Investment Banking, Lean Thinking, Leadership Development, Market Data, Mergers & Acquisitions, Options, Risk Management, Settlement, Team Leadership, Volatility, Securities Lending, Structured Products, Trading
Education
City University of New York-Brooklyn College 1991 — 1995
Bachelor of Science (BS), Mathematics and Statistics
London Business School
Management and Organizational Leadership
Stella Vanguestaine's J.P. Morgan Experience 1983 - 1994
Job Managing Director at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon Managing DirectorThe Bank of New York Mellon2002 - 2008
JP Morgan 1983 - 1994
Education
City University of New York-Brooklyn College 1978 — 1982
BA
South Shore 1974 — 1978
The Bank of New York Mellon Managing DirectorThe Bank of New York Mellon2002 - 2008
JP Morgan 1983 - 1994
Education
City University of New York-Brooklyn College 1978 — 1982
BA
South Shore 1974 — 1978
Nicole Kirby's J.P. Morgan Experience June 2003 - Present
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan June 2003 - Present
Deutsche Bank February 1999 - June 2003
Alex Brown September 1997 - February 1999
Skills
Series 7, Series 63, Series 55, Equities, Electronic Trading, Equity Trading, Trading Systems, Trading, Bloomberg, ETFs, Securities, Capital Markets
Education
Clemson University 1992 — 1996
BA, Spanish International Business
JP Morgan June 2003 - Present
Deutsche Bank February 1999 - June 2003
Alex Brown September 1997 - February 1999
Skills
Series 7, Series 63, Series 55, Equities, Electronic Trading, Equity Trading, Trading Systems, Trading, Bloomberg, ETFs, Securities, Capital Markets
Education
Clemson University 1992 — 1996
BA, Spanish International Business
Suzanne Seery's J.P. Morgan Experience 1993 - 2007
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan Chase 1993 - Present
JPMorgan December 1993 - December 2009
JP Morgan 1993 - 2007
Skills
Risk Management, Project Management, Program Management, Change Management, Business Analysis, Business Strategy, Microsoft Excel, Team Building, Derivatives, Budgets, Microsoft Office, Vendor Management, Forecasting, SQL, Strategic Planning
Education
Clemson University 1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services
JPMorgan Chase 1993 - Present
JPMorgan December 1993 - December 2009
JP Morgan 1993 - 2007
Skills
Risk Management, Project Management, Program Management, Change Management, Business Analysis, Business Strategy, Microsoft Excel, Team Building, Derivatives, Budgets, Microsoft Office, Vendor Management, Forecasting, SQL, Strategic Planning
Education
Clemson University 1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services
Lois Gallagher's J.P. Morgan Experience June 1996 - August 1998
Job Senior Vice President at HSBC Global Asset Management
Industry Financial Services
Experience
The Amoralists January 2014 - Present
HSBC June 2006 - Present
Deutsche Asset Management 1998 - 2006
JP Morgan June 1996 - August 1998
Morgan Grenfell Capital Management 1994 - June 1996
Dun & Bradstreet 1989 - 1993
Skills
Alternative Investments, Investment Strategies, Asset Allocation, Investment Management, Institutional Investors, Mutual Funds, Asset Managment, Fixed Income, Investment Advisory, Series 7, Series 63, Wealth Management, Investments, Asset Management, Emerging Markets, Institutional..., Pension Funds, Hedge Funds
Education
City University of New York City College 1991 — 1994
MA
Syracuse University 1985 — 1988
BA
The Amoralists January 2014 - Present
HSBC June 2006 - Present
Deutsche Asset Management 1998 - 2006
JP Morgan June 1996 - August 1998
Morgan Grenfell Capital Management 1994 - June 1996
Dun & Bradstreet 1989 - 1993
Skills
Alternative Investments, Investment Strategies, Asset Allocation, Investment Management, Institutional Investors, Mutual Funds, Asset Managment, Fixed Income, Investment Advisory, Series 7, Series 63, Wealth Management, Investments, Asset Management, Emerging Markets, Institutional..., Pension Funds, Hedge Funds
Education
City University of New York City College 1991 — 1994
MA
Syracuse University 1985 — 1988
BA
Jerry Castricato's J.P. Morgan Experience 2003 - 2006
Job Senior Manager at EY
Industry Financial Services
Experience
EY 2014 - Present
iGATE 2013 - January 2014
Citi 2010 - 2013
George Weiss Associates March 2010 - February 2011
MetLife Investors 2009 - March 2010
Eaton Vance 2009 - 2009
Stanford Group Company 2007 - 2009
AIG 2007 - 2008
Credit Suisse First Boston 2006 - 2007
JP Morgan 2003 - 2006
Skills
Data Governance, Master Data Management, Data Quality, Database Analysis, Market Data, Management Consulting, Compliance, Data Analysis, Data Profiling, Trading, Trading Systems, Risk Management, SQL, IT Strategy, Vendor Management, Project Management, Data Mining, Fixed Income, Management, Software Development, Investments, Security, Data Warehousing, SDLC, ETL, Business Analysis, Financial Services, Requirements Gathering, Business Intelligence, Investment Banking, Securities, Data Modeling, Banking, Reference Data, Enterprise Architecture, Leadership, Integration, Business Process, Analytics, Business Requirements, Software Project..., User Acceptance Testing
Education
City University of New York-Hunter College 1976 — 1983
City University of New York-Hunter College 1974 — 1981
Fordham Prep High School 1969 — 1973
Blessed Sacrament elementry 1963 — 1971
EY 2014 - Present
iGATE 2013 - January 2014
Citi 2010 - 2013
George Weiss Associates March 2010 - February 2011
MetLife Investors 2009 - March 2010
Eaton Vance 2009 - 2009
Stanford Group Company 2007 - 2009
AIG 2007 - 2008
Credit Suisse First Boston 2006 - 2007
JP Morgan 2003 - 2006
Skills
Data Governance, Master Data Management, Data Quality, Database Analysis, Market Data, Management Consulting, Compliance, Data Analysis, Data Profiling, Trading, Trading Systems, Risk Management, SQL, IT Strategy, Vendor Management, Project Management, Data Mining, Fixed Income, Management, Software Development, Investments, Security, Data Warehousing, SDLC, ETL, Business Analysis, Financial Services, Requirements Gathering, Business Intelligence, Investment Banking, Securities, Data Modeling, Banking, Reference Data, Enterprise Architecture, Leadership, Integration, Business Process, Analytics, Business Requirements, Software Project..., User Acceptance Testing
Education
City University of New York-Hunter College 1976 — 1983
City University of New York-Hunter College 1974 — 1981
Fordham Prep High School 1969 — 1973
Blessed Sacrament elementry 1963 — 1971
Bala Manivannan's J.P. Morgan Experience January 2008 - Present
Job Vice President at JPMorgan
Industry Information Technology and Services
Experience
JP Morgan January 2008 - Present
Office Of Treasury Technology - State Of NJ April 2004 - December 2007
Velankani Information Systems January 2000 - March 2004
Bell Labs Lucent Technologies September 1997 - December 1999
Chennai Petroleum Corporation Limited September 1988 - August 1996
Education
Monmouth University 1996 — 1998
MS, Computer Science
Coimbatore Institute of Technology 1984 — 1988
BS, Electronics and Communication
suburban hss, coimbatore 1977 — 1984
JP Morgan January 2008 - Present
Office Of Treasury Technology - State Of NJ April 2004 - December 2007
Velankani Information Systems January 2000 - March 2004
Bell Labs Lucent Technologies September 1997 - December 1999
Chennai Petroleum Corporation Limited September 1988 - August 1996
Education
Monmouth University 1996 — 1998
MS, Computer Science
Coimbatore Institute of Technology 1984 — 1988
BS, Electronics and Communication
suburban hss, coimbatore 1977 — 1984
Plyler, Henry's J.P. Morgan Experience December 2010 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan December 2010 - Present
Smith Barney January 2007 - December 2010
Education
Coastal Carolina University
JP Morgan December 2010 - Present
Smith Barney January 2007 - December 2010
Education
Coastal Carolina University
Mark Baron, CDP's J.P. Morgan Experience 1995 - 1996
Job System z Infrastructure Architect at IBM
Industry Information Technology and Services
Experience
IBM August 2011 - Present
The Eddystone Group, Inc January 2006 - August 2011
IBM April 2008 - February 2011
Self employed 1984 - 2011
Bank of Tokyo MUFJ 2009 - 2010
Port Authority of New York and New Jersey 2000 - 2006
Federal Reserve Bank of New York 1996 - 1997
JP Morgan 1995 - 1996
Lehman Brothers 1993 - 1995
Candle Corporation 1993 - 1993
Skills
Information Security, Performance Management, Disaster Recovery, z/OS, IT Strategy, Enterprise Architecture, ITIL, Data Center, Security, Vendor Management, Mainframe, Business Continuity, CICS, Integration, SDLC, IT Management, Unix, Business Analysis, Project Management, Program Management, Costings, Virtualization, Hardware, Business Intelligence, Networking, IBM Mainframe, IT Service Management, Solution Architecture, Operating Systems, Storage, Cloud Computing, DB2, Infrastructure, Enterprise Software, High Availability, AIX, IT Operations, SOA, Databases, Websphere, Requirements Analysis, PMP, Architectures, Software Development, Software Project..., Data Warehousing, System Deployment, Pre-sales, Requirements Gathering, Bill of Materials
Education
City University of New York City College 1965 — 1970
B.S., Computer Science
Stuyvesant High School 1962 — 1965
IBM August 2011 - Present
The Eddystone Group, Inc January 2006 - August 2011
IBM April 2008 - February 2011
Self employed 1984 - 2011
Bank of Tokyo MUFJ 2009 - 2010
Port Authority of New York and New Jersey 2000 - 2006
Federal Reserve Bank of New York 1996 - 1997
JP Morgan 1995 - 1996
Lehman Brothers 1993 - 1995
Candle Corporation 1993 - 1993
Skills
Information Security, Performance Management, Disaster Recovery, z/OS, IT Strategy, Enterprise Architecture, ITIL, Data Center, Security, Vendor Management, Mainframe, Business Continuity, CICS, Integration, SDLC, IT Management, Unix, Business Analysis, Project Management, Program Management, Costings, Virtualization, Hardware, Business Intelligence, Networking, IBM Mainframe, IT Service Management, Solution Architecture, Operating Systems, Storage, Cloud Computing, DB2, Infrastructure, Enterprise Software, High Availability, AIX, IT Operations, SOA, Databases, Websphere, Requirements Analysis, PMP, Architectures, Software Development, Software Project..., Data Warehousing, System Deployment, Pre-sales, Requirements Gathering, Bill of Materials
Education
City University of New York City College 1965 — 1970
B.S., Computer Science
Stuyvesant High School 1962 — 1965
Lenia M Ascenso's J.P. Morgan Experience February 2010 - February 2014
Job Director of Operations, Discretionary at NEPC, LLC
Industry Investment Management
Experience
NEPC, LLC February 2014 - Present
JP Morgan February 2010 - February 2014
Wellington Management February 2004 - February 2010
Investors Bank & Trust 1997 - 2004
Skills
Mutual Funds, Fixed Income, Investment Management, Hedge Funds, Alternative Investments, Management, Asset Managment, Client Service, Leadership, Derivatives, Change Management, Fund Accounting, Securities, Bloomberg, Asset Allocation, Asset Management, ETFs, Equities, Risk Management
Education
Suffolk University - Sawyer Business School 1998 — 2001
MBA, Finance
Colby College 1991 — 1995
NEPC, LLC February 2014 - Present
JP Morgan February 2010 - February 2014
Wellington Management February 2004 - February 2010
Investors Bank & Trust 1997 - 2004
Skills
Mutual Funds, Fixed Income, Investment Management, Hedge Funds, Alternative Investments, Management, Asset Managment, Client Service, Leadership, Derivatives, Change Management, Fund Accounting, Securities, Bloomberg, Asset Allocation, Asset Management, ETFs, Equities, Risk Management
Education
Suffolk University - Sawyer Business School 1998 — 2001
MBA, Finance
Colby College 1991 — 1995
Jerry He's J.P. Morgan Experience September 1996 - March 1998
Job Informatics Manager, Department of Surgery at Memorial SloanKettering Cancer Center
Industry Financial Services
Experience
Memorial Sloan-Kettering Cancer Center September 2009 - Present
Goldman Sachs March 1998 - May 2009
JP Morgan September 1996 - March 1998
Proskauer Rose LLP March 1996 - September 1996
New York County District Attorney's Office December 1990 - March 1996
Skills
Fixed Income, Sybase, Equities, SDLC, SQL, Data Warehousing, Business Analysis, Software Project..., Databases, Database Design, Microsoft SQL Server, Software Development, Java, Unix Shell Scripting, Data Modeling, Systems Analysis, Program Management, DB2, Access, Analysis, Performance Tuning, Shell Scripting
Education
City University of New York-Brooklyn College 1986 — 1988
M.A., Computer Sciences
Sun Yat-Sen University 1980 — 1984
BS, Computer Sciences
Memorial Sloan-Kettering Cancer Center September 2009 - Present
Goldman Sachs March 1998 - May 2009
JP Morgan September 1996 - March 1998
Proskauer Rose LLP March 1996 - September 1996
New York County District Attorney's Office December 1990 - March 1996
Skills
Fixed Income, Sybase, Equities, SDLC, SQL, Data Warehousing, Business Analysis, Software Project..., Databases, Database Design, Microsoft SQL Server, Software Development, Java, Unix Shell Scripting, Data Modeling, Systems Analysis, Program Management, DB2, Access, Analysis, Performance Tuning, Shell Scripting
Education
City University of New York-Brooklyn College 1986 — 1988
M.A., Computer Sciences
Sun Yat-Sen University 1980 — 1984
BS, Computer Sciences
Scott McDonald's J.P. Morgan Experience July 1999 - June 2000
Job Principal Valuation, FP&A
Industry Financial Services
Experience
Optimal Advisors llc January 2011 - Present
Citigroup September 2003 - December 2010
Axonal Ventures January 2002 - September 2003
JP Morgan Chase - LabMorgan June 2000 - October 2001
JP Morgan July 1999 - June 2000
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Mergers & Acquisitions, Strategy, Investments, Investment Banking, Analysis, Finance, Equity Research, Business Strategy, Entrepreneurship, Management, Strategic Financial..., Financial Analysis, Strategic Planning, Capital Markets, Portfolio Management, Equities, Private Equity
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance
University of Iowa College of Law 1994 — 1997
JD
City University of New York-Herbert H. Lehman College 1989 — 1991
B.A., Mathematics
Optimal Advisors llc January 2011 - Present
Citigroup September 2003 - December 2010
Axonal Ventures January 2002 - September 2003
JP Morgan Chase - LabMorgan June 2000 - October 2001
JP Morgan July 1999 - June 2000
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Mergers & Acquisitions, Strategy, Investments, Investment Banking, Analysis, Finance, Equity Research, Business Strategy, Entrepreneurship, Management, Strategic Financial..., Financial Analysis, Strategic Planning, Capital Markets, Portfolio Management, Equities, Private Equity
Education
Duke University - The Fuqua School of Business 1997 — 1999
MBA, Finance
University of Iowa College of Law 1994 — 1997
JD
City University of New York-Herbert H. Lehman College 1989 — 1991
B.A., Mathematics
Brian Bruce's J.P. Morgan Experience January 1994 - December 2002
Job Programmer
Industry Financial Services
Experience
Thomson Reuters September 2013 - Present
FXall May 2008 - Present
Citigroup January 2006 - May 2008
JP Morgan January 1994 - December 2002
Morgan Stanley August 1988 - January 1994
Skills
Electronic Trading, FX Options, Market Data, Trading Systems, Swaps, Trading, Financial Markets, Unix, Investment Banking, Exchange Connectivity, Routing, Sybase, Fixed Income, Foreign Exchange, Low Latency, Distributed Systems, Options, Hedge Funds, SQL, Capital Markets, Equity Trading, Equities, Interest Rate..., Order Management, Equity Derivatives, FX trading, Java Enterprise Edition, JMS, Java, Derivatives, Multithreading, SDLC, Agile Methodologies, Perl
Education
New York University - Leonard N. Stern School of Business 1997 — 1998
Colgate University 1984 — 1988
BA, Economics and Computer Science Dual Major
Thomson Reuters September 2013 - Present
FXall May 2008 - Present
Citigroup January 2006 - May 2008
JP Morgan January 1994 - December 2002
Morgan Stanley August 1988 - January 1994
Skills
Electronic Trading, FX Options, Market Data, Trading Systems, Swaps, Trading, Financial Markets, Unix, Investment Banking, Exchange Connectivity, Routing, Sybase, Fixed Income, Foreign Exchange, Low Latency, Distributed Systems, Options, Hedge Funds, SQL, Capital Markets, Equity Trading, Equities, Interest Rate..., Order Management, Equity Derivatives, FX trading, Java Enterprise Edition, JMS, Java, Derivatives, Multithreading, SDLC, Agile Methodologies, Perl
Education
New York University - Leonard N. Stern School of Business 1997 — 1998
Colgate University 1984 — 1988
BA, Economics and Computer Science Dual Major
Brian Eckert's J.P. Morgan Experience January 2015 - Present
Job Executive Director, Global Custody Product at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
JP Morgan June 2010 - January 2015
JP Morgan July 2004 - June 2010
Brown Brothers Harriman August 2002 - July 2004
Brown Brothers Harriman August 2000 - August 2002
Skills
Fixed Income, Global Custody, Prime Brokerage, Investment Management, Investments, Hedge Funds, Alternative Investments, Securities, Trading, Equities, Bloomberg, Derivatives, Capital Markets, Electronic Trading, Trading Systems, Bonds, Series 63, Series 7, Options, Mutual Funds
Education
College of the Holy Cross 1996 — 2000
BA, Psychology, Economics
J.P. Morgan January 2015 - Present
JP Morgan June 2010 - January 2015
JP Morgan July 2004 - June 2010
Brown Brothers Harriman August 2002 - July 2004
Brown Brothers Harriman August 2000 - August 2002
Skills
Fixed Income, Global Custody, Prime Brokerage, Investment Management, Investments, Hedge Funds, Alternative Investments, Securities, Trading, Equities, Bloomberg, Derivatives, Capital Markets, Electronic Trading, Trading Systems, Bonds, Series 63, Series 7, Options, Mutual Funds
Education
College of the Holy Cross 1996 — 2000
BA, Psychology, Economics
Simpson Elizabeth's J.P. Morgan Experience 1987 - 1998
Job Leader of Song at Shrine Church of St. Gerard Majella
Industry Nonprofit Organization Management
Experience
Sunset Park Jewelry and Crafts by Liz March 2011 - Present
Shrine Church of St. Gerard Magella May 2009 - Present
SCO Family of Services March 2003 - Present
Oratorio Society of New York September 1987 - Present
Business Week 2001 - 2001
eLoyalty 1999 - 2001
Cereva 2000 - 2000
Yo Networks 2000 - 2000
Kodak Polychrome Graphics 1999 - 1999
JP Morgan 1987 - 1998
Skills
Webmaster Services, Administrative..., Data Entry, Microsoft Office, Nonprofits, PowerPoint, Microsoft Word, Singer, Jewelry Design, Handmade Jewelry, Soprano
Education
City University of New York-Hunter College 1980 — 1984
BA, Computer Science
Bishop Kearney High School 1976 — 1980
Sunset Park Jewelry and Crafts by Liz March 2011 - Present
Shrine Church of St. Gerard Magella May 2009 - Present
SCO Family of Services March 2003 - Present
Oratorio Society of New York September 1987 - Present
Business Week 2001 - 2001
eLoyalty 1999 - 2001
Cereva 2000 - 2000
Yo Networks 2000 - 2000
Kodak Polychrome Graphics 1999 - 1999
JP Morgan 1987 - 1998
Skills
Webmaster Services, Administrative..., Data Entry, Microsoft Office, Nonprofits, PowerPoint, Microsoft Word, Singer, Jewelry Design, Handmade Jewelry, Soprano
Education
City University of New York-Hunter College 1980 — 1984
BA, Computer Science
Bishop Kearney High School 1976 — 1980
Isaac Lapinig's J.P. Morgan Experience 1997 - 2006
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
JP Morgan Chase 1997 - Present
jp Morgan 1997 - 2006
Education
City University of New York City College 1984 — 1990
JP Morgan Chase 1997 - Present
jp Morgan 1997 - 2006
Education
City University of New York City College 1984 — 1990
Orville Richards's J.P. Morgan Experience August 1976 - Present
Job Executive Director at JP Morgan
Industry Banking
Experience
JP Morgan August 1976 - Present
Skills
Financial Analysis, Credit Risk Management, Fixed Income, Corporate Finance, Derivatives, Valuation, Portfolio Management, Credit Risk, Capital Markets, Investment Banking, Equities, Financial Modeling, Management, Budgets, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1987 — 1991
MBA, Finance
City University of New York-Herbert H. Lehman College
Bachelor of Arts (BA), Economics
Foster Davis School of Music
High School of Music & Art
New York University
Certificate in Treasury Management
JP Morgan August 1976 - Present
Skills
Financial Analysis, Credit Risk Management, Fixed Income, Corporate Finance, Derivatives, Valuation, Portfolio Management, Credit Risk, Capital Markets, Investment Banking, Equities, Financial Modeling, Management, Budgets, Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1987 — 1991
MBA, Finance
City University of New York-Herbert H. Lehman College
Bachelor of Arts (BA), Economics
Foster Davis School of Music
High School of Music & Art
New York University
Certificate in Treasury Management
Edward Cawley's J.P. Morgan Experience March 2008 - August 2008
Job Professional
Industry Information Technology and Services
Experience
FocusedLogixx LLC. August 2008 - Present
New York Presbyterian Hospital July 2008 - Present
JP Morgan March 2008 - August 2008
Buchanan Ingersoll June 2007 - August 2007
New York University July 1998 - March 2006
Transact Business Solutions November 1997 - November 1999
Skills
Access, Training, Project Management, Troubleshooting, Visual Basic, Databases, Technical Support, VBA, Help Desk Support, Leadership, Integration, Financial Reporting, IT Management, Microsoft SQL Server, Data Analysis, Software Documentation, System Administration, Consulting, Windows Server
Education
NYU
Master's degree, Management Information Systems and Services
City University of New York School of Law 2008 — 2011
Juris Doctor
Dickinson Law 2006 — 2008
Juris Doctor, Law
New York University 2001 — 2004
Bachelor of Science (BS), Information Systems
New York University 1999 — 2001
Associate of Arts and Sciences (AAS), Business
Bronx High School of Science
FocusedLogixx LLC. August 2008 - Present
New York Presbyterian Hospital July 2008 - Present
JP Morgan March 2008 - August 2008
Buchanan Ingersoll June 2007 - August 2007
New York University July 1998 - March 2006
Transact Business Solutions November 1997 - November 1999
Skills
Access, Training, Project Management, Troubleshooting, Visual Basic, Databases, Technical Support, VBA, Help Desk Support, Leadership, Integration, Financial Reporting, IT Management, Microsoft SQL Server, Data Analysis, Software Documentation, System Administration, Consulting, Windows Server
Education
NYU
Master's degree, Management Information Systems and Services
City University of New York School of Law 2008 — 2011
Juris Doctor
Dickinson Law 2006 — 2008
Juris Doctor, Law
New York University 2001 — 2004
Bachelor of Science (BS), Information Systems
New York University 1999 — 2001
Associate of Arts and Sciences (AAS), Business
Bronx High School of Science
Abe Eisikovic's J.P. Morgan Experience October 1992 - October 1998
Job Vice President
Industry Financial Services
Experience
JP Morgan (Bear Stearns) July 2008 - Present
Bear Stearns August 2007 - June 2008
ETRADE November 2004 - August 2007
Bank of America March 2003 - October 2004
Credit Suisse October 1998 - March 2003
JP Morgan October 1992 - October 1998
Education
City University of New York-Brooklyn College
JP Morgan (Bear Stearns) July 2008 - Present
Bear Stearns August 2007 - June 2008
ETRADE November 2004 - August 2007
Bank of America March 2003 - October 2004
Credit Suisse October 1998 - March 2003
JP Morgan October 1992 - October 1998
Education
City University of New York-Brooklyn College
Dave Manganello's J.P. Morgan Experience September 1985 - June 1989
Job VP Finance at Avaya
Industry Telecommunications
Experience
Avaya April 2002 - Present
Avaya April 2002 - February 2015
AGC Networks Ltd. January 2008 - December 2009
Avaya 2002 - 2009
Bristol-Myers Squibb 1991 - 2002
JP Morgan September 1985 - June 1989
Skills
Analysis, Leadership, Finance, Due Diligence, Strategic Planning, Strategy, Financial Modeling, Outsourcing, Process Improvement, Cross-functional Team..., Corporate Finance, Financial Analysis, Mergers & Acquisitions, Telecommunications, Strategic Partnerships, Management
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance
Colgate University 1981 — 1985
Bachelor's Degree, Business/Managerial Economics
Avaya April 2002 - Present
Avaya April 2002 - February 2015
AGC Networks Ltd. January 2008 - December 2009
Avaya 2002 - 2009
Bristol-Myers Squibb 1991 - 2002
JP Morgan September 1985 - June 1989
Skills
Analysis, Leadership, Finance, Due Diligence, Strategic Planning, Strategy, Financial Modeling, Outsourcing, Process Improvement, Cross-functional Team..., Corporate Finance, Financial Analysis, Mergers & Acquisitions, Telecommunications, Strategic Partnerships, Management
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance
Colgate University 1981 — 1985
Bachelor's Degree, Business/Managerial Economics
Isaac Lapinig's J.P. Morgan Experience 1997 - 2006
Job VP Managed Services at Clearviewit.com
Industry Information Technology and Services
Experience
Clearviewit.com January 2008 - Present
Zographos Designs Limited August 2006 - September 2007
JPMorganChase 1997 - 2007
JPMorgan Chase 1997 - 2006
JP Morgan 1997 - 2006
CSC at JPMorgan 1998 - 2004
CSC 1997 - 2004
CSC for JPMorgan Chase 1997 - 2004
Lehman Brothers 1990 - 1997
Education
City University of New York City College 1983 — 1989
BS, Computer Science
Clearviewit.com January 2008 - Present
Zographos Designs Limited August 2006 - September 2007
JPMorganChase 1997 - 2007
JPMorgan Chase 1997 - 2006
JP Morgan 1997 - 2006
CSC at JPMorgan 1998 - 2004
CSC 1997 - 2004
CSC for JPMorgan Chase 1997 - 2004
Lehman Brothers 1990 - 1997
Education
City University of New York City College 1983 — 1989
BS, Computer Science
Deborah Ironson's J.P. Morgan Experience June 2008 - July 2013
Job Managing Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey August 2014 - Present
Wells Fargo July 2013 - July 2014
JP Morgan June 2008 - July 2013
Citigroup 1987 - 2008
Citigroup June 2004 - January 2007
Citigroup March 2002 - June 2004
Citi October 1987 - March 2002
Chemical Bank June 1986 - October 1987
Bankers Trust August 1980 - May 1986
Education
Colgate University
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Princeton University
A.B., French/Italian
SunTrust Robinson Humphrey August 2014 - Present
Wells Fargo July 2013 - July 2014
JP Morgan June 2008 - July 2013
Citigroup 1987 - 2008
Citigroup June 2004 - January 2007
Citigroup March 2002 - June 2004
Citi October 1987 - March 2002
Chemical Bank June 1986 - October 1987
Bankers Trust August 1980 - May 1986
Education
Colgate University
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance, General
Princeton University
A.B., French/Italian
Howard Chen's J.P. Morgan Experience 1979 - 1995
Job Capital Markets Professional
Industry Capital Markets
Experience
Bank of New York 1997 - 2008
jp morgan 1979 - 1995
Price waterhouse & co June 1973 - 1979
Education
City University of New York-Brooklyn College 1969 — 1973
Bank of New York 1997 - 2008
jp morgan 1979 - 1995
Price waterhouse & co June 1973 - 1979
Education
City University of New York-Brooklyn College 1969 — 1973
Anthony Spinella's J.P. Morgan Experience June 2008 - Present
Job at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns February 1998 - June 2008
Merrill Lynch 1996 - 1998
Medco June 1995 - June 1996
Salomon Brothers 1988 - 1995
Education
City University of New York
JP Morgan June 2008 - Present
Bear Stearns February 1998 - June 2008
Merrill Lynch 1996 - 1998
Medco June 1995 - June 1996
Salomon Brothers 1988 - 1995
Education
City University of New York
Shaun Park's J.P. Morgan Experience June 2008 - February 2009
Job VP in Research at Barclays
Industry Financial Services
Experience
Barclays July 2010 - Present
Royal Bank of Scotland February 2009 - July 2010
JP Morgan June 2008 - February 2009
Bear Stearns January 2007 - May 2008
Goldman Sachs January 2006 - December 2006
Education
Columbia University in the City of New York
MA, Statistics
Columbia University in the City of New York
BS, Computer Science
Choate Rosemary Hall
High School
Barclays July 2010 - Present
Royal Bank of Scotland February 2009 - July 2010
JP Morgan June 2008 - February 2009
Bear Stearns January 2007 - May 2008
Goldman Sachs January 2006 - December 2006
Education
Columbia University in the City of New York
MA, Statistics
Columbia University in the City of New York
BS, Computer Science
Choate Rosemary Hall
High School
Josephine Guastella's J.P. Morgan Experience 1971 - 2001
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
Regal Consulting 2002 - 2013
JPMorgan Chase November 1971 - November 2001
JP Morgan 1971 - 2001
JP Morgan Chase 1971 - 2001
Skills
Software Project..., Cross-functional Team..., Treasury Management, Banking, Program Management, Business Process..., Business Analysis, Product Management
Education
City University of New York-Brooklyn College 1960 — 1964
Regal Consulting 2002 - 2013
JPMorgan Chase November 1971 - November 2001
JP Morgan 1971 - 2001
JP Morgan Chase 1971 - 2001
Skills
Software Project..., Cross-functional Team..., Treasury Management, Banking, Program Management, Business Process..., Business Analysis, Product Management
Education
City University of New York-Brooklyn College 1960 — 1964
Giulio Grecchi's J.P. Morgan Experience 1972 - 1999
Job Independent Financial Consultant
Industry Financial Services
Experience
Own Consulting practice 2002 - 2007
International Financial Associates 2001 - 2002
Lo Bue Group 2000 - 2001
JP Morgan 1972 - 1999
Up with People, Inc. 1968 - 1972
Skills
Risk Management, Strategic Financial..., Financial Analysis, Banking, Management Consulting, Due Diligence, Change Management, Financial Modeling, Securities, Strategic Planning, Finance, Accounting, Internal Controls, Financial Services
Education
College of Saint Elizabeth
BS, Business and Accounting
Istituto Tecnico Carlo Cattaneo - Milano
Ragioniere, Business and Accounting
Università Cattolica del Sacro Cuore
Business and Economics
Own Consulting practice 2002 - 2007
International Financial Associates 2001 - 2002
Lo Bue Group 2000 - 2001
JP Morgan 1972 - 1999
Up with People, Inc. 1968 - 1972
Skills
Risk Management, Strategic Financial..., Financial Analysis, Banking, Management Consulting, Due Diligence, Change Management, Financial Modeling, Securities, Strategic Planning, Finance, Accounting, Internal Controls, Financial Services
Education
College of Saint Elizabeth
BS, Business and Accounting
Istituto Tecnico Carlo Cattaneo - Milano
Ragioniere, Business and Accounting
Università Cattolica del Sacro Cuore
Business and Economics
Matthew Fallon's J.P. Morgan Experience 2000 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan 2000 - Present
Skills
Fixed Income, Hedge Funds, Derivatives, Capital Markets, Investment Banking, Trading Systems, Electronic Trading, Series 7, Securities, Equity Derivatives, Trading
Education
College of the Holy Cross 1988 — 1992
BA, History
Regis High School 1984 — 1988
JP Morgan 2000 - Present
Skills
Fixed Income, Hedge Funds, Derivatives, Capital Markets, Investment Banking, Trading Systems, Electronic Trading, Series 7, Securities, Equity Derivatives, Trading
Education
College of the Holy Cross 1988 — 1992
BA, History
Regis High School 1984 — 1988
Ted Vande Woude's J.P. Morgan Experience July 1995 - September 1997
Job Owner, Queen City K9 Services
Industry Security and Investigations
Experience
Queen City K9 Services December 1998 - Present
Thomson Financial February 2002 - June 2003
TeamVest, Inc. March 2000 - December 2000
JP Morgan July 1995 - September 1997
Morgan Stanley May 1993 - July 1995
J.P. Morgan April 1989 - May 1993
J.T. Moran & Co. July 1987 - April 1989
Education
Colgate University 1983 — 1987
BA, Economics
Cold Spring Harbor High School 1979 — 1983
Queen City K9 Services December 1998 - Present
Thomson Financial February 2002 - June 2003
TeamVest, Inc. March 2000 - December 2000
JP Morgan July 1995 - September 1997
Morgan Stanley May 1993 - July 1995
J.P. Morgan April 1989 - May 1993
J.T. Moran & Co. July 1987 - April 1989
Education
Colgate University 1983 — 1987
BA, Economics
Cold Spring Harbor High School 1979 — 1983
Bharti Nixon's J.P. Morgan Experience March 2008 - January 2009
Job VP at Guggenheim Securities, LLC
Industry Financial Services
Experience
Guggenheim Securities, LLC June 2010 - Present
JP Morgan March 2008 - January 2009
Bear Stearns September 2000 - March 2008
Ruder Finn April 1998 - September 2000
Skills
Investment Banking
Education
City University of New York-Hunter College
Guggenheim Securities, LLC June 2010 - Present
JP Morgan March 2008 - January 2009
Bear Stearns September 2000 - March 2008
Ruder Finn April 1998 - September 2000
Skills
Investment Banking
Education
City University of New York-Hunter College
Eric Gunderson's J.P. Morgan Experience August 2006 - November 2008
Job Director Senior Commercial Mortgage Originator at Wells Fargo Capital Markets
Industry Real Estate
Experience
Wells Fargo Capital Markets July 2010 - Present
Highland Advisory Partners January 2009 - July 2010
JP Morgan August 2006 - November 2008
RBS Greenwich Capital May 2003 - August 2006
Credit Suisse March 2000 - May 2003
Education
Claremont McKenna College 1992 — 1996
Wells Fargo Capital Markets July 2010 - Present
Highland Advisory Partners January 2009 - July 2010
JP Morgan August 2006 - November 2008
RBS Greenwich Capital May 2003 - August 2006
Credit Suisse March 2000 - May 2003
Education
Claremont McKenna College 1992 — 1996
Krishna Kasiviswanathan's J.P. Morgan Experience 2001 - 2002
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Barclays Capital 2009 - 2010
UBS Investment Bank 2006 - 2008
BlackRock 2003 - 2005
JP Morgan 2001 - 2002
Morgan Stanley 1996 - 2000
COSL 1991 - 1994
Skills
Prime Brokerage, Asset Management, Risk Management, Reference Data, Sybase
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
Coimbatore Institute of Technology 1987 — 1991
BS, Electronics and Communication
Morgan Stanley September 2010 - Present
Barclays Capital 2009 - 2010
UBS Investment Bank 2006 - 2008
BlackRock 2003 - 2005
JP Morgan 2001 - 2002
Morgan Stanley 1996 - 2000
COSL 1991 - 1994
Skills
Prime Brokerage, Asset Management, Risk Management, Reference Data, Sybase
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
Coimbatore Institute of Technology 1987 — 1991
BS, Electronics and Communication
Ron Rappaport's J.P. Morgan Experience August 2006 - January 2008
Job Financial Services Professional
Industry Financial Services
Arun Kumar Unniparambath's J.P. Morgan Experience July 2010 - Present
Job Senior Associate
Industry Investment Banking
Experience
JP Morgan July 2010 - Present
Mi-Co January 2009 - June 2010
Mi-Co May 2008 - August 2008
Syntel February 2005 - May 2007
MicroObjects July 2004 - January 2005
Education
North Carolina State University 2007 — 2008
Master's, Computer Science
Cochin University of Science and Technology 2000 — 2004
Bachelor's, Computer Science
JP Morgan July 2010 - Present
Mi-Co January 2009 - June 2010
Mi-Co May 2008 - August 2008
Syntel February 2005 - May 2007
MicroObjects July 2004 - January 2005
Education
North Carolina State University 2007 — 2008
Master's, Computer Science
Cochin University of Science and Technology 2000 — 2004
Bachelor's, Computer Science
Fritz Augustin's J.P. Morgan Experience January 2008 - Present
Job Associate at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan January 2008 - Present
Bear Stearns September 2007 - March 2008
Skills
Trading Systems, Equities, Electronic Trading, Equity Derivatives, Market Data, Options
Education
City University of New York-Hunter College
BA, Computer Science
JP Morgan January 2008 - Present
Bear Stearns September 2007 - March 2008
Skills
Trading Systems, Equities, Electronic Trading, Equity Derivatives, Market Data, Options
Education
City University of New York-Hunter College
BA, Computer Science
Gregory Williams's J.P. Morgan Experience August 1995 - February 2000
Job Managing Director at AccelKKR
Industry Venture Capital & Private Equity
Experience
Accel-KKR July 2009 - Present
YourEncore 2011 - 2014
CapitalSource January 2005 - July 2009
Sturm Group February 2000 - June 2003
JP Morgan August 1995 - February 2000
Education
University of Virginia Darden School of Business 1993 — 1995
MBA
Harvard University 1984 — 1988
BA, History
Choate Rosemary Hall
Accel-KKR July 2009 - Present
YourEncore 2011 - 2014
CapitalSource January 2005 - July 2009
Sturm Group February 2000 - June 2003
JP Morgan August 1995 - February 2000
Education
University of Virginia Darden School of Business 1993 — 1995
MBA
Harvard University 1984 — 1988
BA, History
Choate Rosemary Hall
Maggie Izquierdo's J.P. Morgan Experience 1993 - 2000
Job Operations VPFinanceCustody
Industry Banking
Experience
William Davis Realty, Frisco, Texas May 2009 - February 2012
Dallas Credit Union 2009 - 2011
JPMorgan May 2000 - April 2008
JP Morgan 1993 - 2000
Security Pacific April 1992 - April 1993
Midland Montague Govt. Securties January 1990 - August 1991
Education
College of Mount Saint Vincent
B.A., Business
William Davis Realty, Frisco, Texas May 2009 - February 2012
Dallas Credit Union 2009 - 2011
JPMorgan May 2000 - April 2008
JP Morgan 1993 - 2000
Security Pacific April 1992 - April 1993
Midland Montague Govt. Securties January 1990 - August 1991
Education
College of Mount Saint Vincent
B.A., Business
Beatrice Stark's J.P. Morgan Experience vice PresidentJP Morgan Chase2008 - Present
Job vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan vice PresidentJP Morgan Chase2008 - Present
Bear Stearns 2004 - 2008
Education
City University of New York-College of Staten Island 1982 — 1986
bs, finance
new dorp 1978 — 1982
high school
new dorp high 1978 — 1982
high school
JP Morgan vice PresidentJP Morgan Chase2008 - Present
Bear Stearns 2004 - 2008
Education
City University of New York-College of Staten Island 1982 — 1986
bs, finance
new dorp 1978 — 1982
high school
new dorp high 1978 — 1982
high school
Peter McAniff's J.P. Morgan Experience 1999 - 2002
Job Research Analyst at Poplar Forest Capital
Industry Investment Management
Experience
Poplar Forest Capital LLC 2007 - Present
The Circinus Group 2002 - 2007
JP Morgan 1999 - 2002
Lehman Brothers 1996 - 1999
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Los Angeles 1990 — 1994
JD/MBA, Finance
College of the Holy Cross 1985 — 1989
B.A., History
Poplar Forest Capital LLC 2007 - Present
The Circinus Group 2002 - 2007
JP Morgan 1999 - 2002
Lehman Brothers 1996 - 1999
Education
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Los Angeles 1990 — 1994
JD/MBA, Finance
College of the Holy Cross 1985 — 1989
B.A., History
Robert J. Di Bella's J.P. Morgan Experience May 2008 - Present
Job Sr. REO Asset Manager at Propel Financial Services
Industry Investment Banking
Experience
Propel Financial Services September 2014 - Present
JP Morgan May 2008 - Present
Bear Stearns February 2008 - May 2008
The Money Store August 2007 - February 2008
Citibank December 2006 - August 2007
Choice Management Inc. April 1995 - December 2006
Emigrant July 1995 - March 1996
GreenPoint Bank February 1989 - July 1995
Dept of Real Property August 1987 - February 1989
Vardakis Appraisals June 1985 - February 1987
Skills
Disposition, Loan Origination, Short Sales, Investors, Real Estate, REO, Mortgage Lending, Sales Management, Loss Mitigation, BPO, Real Estate Development, Credit, Investments, Portfolio Management, Real Estate Transactions, Banking, Foreclosures, First Time Home Buyers, Joint Ventures, Real Estate Economics, Loans, Investment Properties, Fixed Annuities, Mortgage Banking, FHA, Credit Analysis, Asset Managment, Commercial Mortgages, Real Estate Financing, Underwriting, Refinance, CMBS, Residential Mortgages, Property Management, Loan Servicing, Mortgage Servicing, Finance, Residential Homes, Commercial Real Estate, Financial Analysis, Property, Brokerage, Default, Due Diligence, Financial Structuring, Valuation, Asset Management, Asset, Loan Modifications, Funding
Education
Fairfield University 1990 — 1992
Banking Certificate, National School of Banking
LIU Brooklyn 1982 — 1986
BS, Finance
City University of New York City College 1974 — 1977
AAS, Radiologic Technology
Propel Financial Services September 2014 - Present
JP Morgan May 2008 - Present
Bear Stearns February 2008 - May 2008
The Money Store August 2007 - February 2008
Citibank December 2006 - August 2007
Choice Management Inc. April 1995 - December 2006
Emigrant July 1995 - March 1996
GreenPoint Bank February 1989 - July 1995
Dept of Real Property August 1987 - February 1989
Vardakis Appraisals June 1985 - February 1987
Skills
Disposition, Loan Origination, Short Sales, Investors, Real Estate, REO, Mortgage Lending, Sales Management, Loss Mitigation, BPO, Real Estate Development, Credit, Investments, Portfolio Management, Real Estate Transactions, Banking, Foreclosures, First Time Home Buyers, Joint Ventures, Real Estate Economics, Loans, Investment Properties, Fixed Annuities, Mortgage Banking, FHA, Credit Analysis, Asset Managment, Commercial Mortgages, Real Estate Financing, Underwriting, Refinance, CMBS, Residential Mortgages, Property Management, Loan Servicing, Mortgage Servicing, Finance, Residential Homes, Commercial Real Estate, Financial Analysis, Property, Brokerage, Default, Due Diligence, Financial Structuring, Valuation, Asset Management, Asset, Loan Modifications, Funding
Education
Fairfield University 1990 — 1992
Banking Certificate, National School of Banking
LIU Brooklyn 1982 — 1986
BS, Finance
City University of New York City College 1974 — 1977
AAS, Radiologic Technology
Steve Colantoni's J.P. Morgan Experience Associate BD ServicesBear Stearns1994 - Present
Job Associate at JP Morgan
Industry Financial Services
Salvatore Steven Scotto's J.P. Morgan Experience September 2010 - Present
Job Relationship Manager at JP Morgan
Industry Financial Services
Experience
JP Morgan September 2010 - Present
Fiserv, Investment Management Services January 2009 - June 2010
The Bank of New York Mellon July 2005 - July 2005
Goldman Sachs March 2004 - June 2005
Goldman Sachs March 2000 - March 2004
Goldman Sachs March 1998 - March 2000
Skills
Relationship Management, Due Diligence
Education
City University of New York
BS, Finance
JP Morgan September 2010 - Present
Fiserv, Investment Management Services January 2009 - June 2010
The Bank of New York Mellon July 2005 - July 2005
Goldman Sachs March 2004 - June 2005
Goldman Sachs March 2000 - March 2004
Goldman Sachs March 1998 - March 2000
Skills
Relationship Management, Due Diligence
Education
City University of New York
BS, Finance
Brian P Foley's J.P. Morgan Experience August 2015 - Present
Job Vice President at JP Morgan
Industry Real Estate
Experience
JP Morgan August 2015 - Present
Kelley Drye & Warren LLP 2005 - 2015
McElroy, Deutsch, Mulvaney & Carpenter LLP 2001 - 2005
Education
Seton Hall University School of Law
Juris Doctor (J.D.)
Loyola University Maryland
Master’s Degree
College of the Holy Cross
Delbarton School
JP Morgan August 2015 - Present
Kelley Drye & Warren LLP 2005 - 2015
McElroy, Deutsch, Mulvaney & Carpenter LLP 2001 - 2005
Education
Seton Hall University School of Law
Juris Doctor (J.D.)
Loyola University Maryland
Master’s Degree
College of the Holy Cross
Delbarton School
Patricia Atkins's J.P. Morgan Experience May 2010 - Present
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan May 2010 - Present
Bank of Montreal January 2010 - May 2010
Citigroup - CitiCards March 1996 - December 2009
IBM 1984 - 1985
Skills
Electronic Payments, Debit Cards, Credit Cards, Merchant Services, Payment Systems, Payment Card Processing, Transaction Processing, Payments, Treasury Management, Cross Selling, Mobile Payments, Financial Institutions, Portfolio Management, Treasury Services, Financial Services, Internet Banking, Loyalty Programs, Relationship Management, Cash Management, ACH, Customer Acquisition, Banking, Acquiring, Strategic Partnerships, Commercial Banking, Credit, Executive Management, Financial Risk, FX Options, Call Centers, Business Relationship..., Cards, Risk Management, AML, Strategy
Education
Clarion University of Pennsylvania
Bachelor of Science, Psychology
JP Morgan May 2010 - Present
Bank of Montreal January 2010 - May 2010
Citigroup - CitiCards March 1996 - December 2009
IBM 1984 - 1985
Skills
Electronic Payments, Debit Cards, Credit Cards, Merchant Services, Payment Systems, Payment Card Processing, Transaction Processing, Payments, Treasury Management, Cross Selling, Mobile Payments, Financial Institutions, Portfolio Management, Treasury Services, Financial Services, Internet Banking, Loyalty Programs, Relationship Management, Cash Management, ACH, Customer Acquisition, Banking, Acquiring, Strategic Partnerships, Commercial Banking, Credit, Executive Management, Financial Risk, FX Options, Call Centers, Business Relationship..., Cards, Risk Management, AML, Strategy
Education
Clarion University of Pennsylvania
Bachelor of Science, Psychology
Brooks Kaufman's J.P. Morgan Experience June 1993 - October 1995
Job Investment Director at Industry Funds Management (US), LLC
Industry Investment Management
Experience
Industry Funds Management (US), LLC August 2010 - Present
Soltage LLC May 2009 - August 2010
Banc of America Securities May 2007 - May 2009
Fieldstone Private Capital Group April 2004 - May 2007
Mirant Corporation October 1995 - April 2003
JP Morgan June 1993 - October 1995
Skills
Investment Banking, Project Finance, Corporate Finance, Business Development, Joint Ventures, Investments, Energy, Private Equity, Mergers & Acquisitions, Venture Capital, Structured Finance, Valuation, Financial Modeling, Due Diligence, Capital Markets, Asset Management, Strategic Planning, Financial Analysis, Renewable Energy, Finance, Financial Structuring, Risk Management, Business Valuation, Equities
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Accounting and Finance
Colgate University 1989 — 1993
BA, English, Poltical Science and Economics
Industry Funds Management (US), LLC August 2010 - Present
Soltage LLC May 2009 - August 2010
Banc of America Securities May 2007 - May 2009
Fieldstone Private Capital Group April 2004 - May 2007
Mirant Corporation October 1995 - April 2003
JP Morgan June 1993 - October 1995
Skills
Investment Banking, Project Finance, Corporate Finance, Business Development, Joint Ventures, Investments, Energy, Private Equity, Mergers & Acquisitions, Venture Capital, Structured Finance, Valuation, Financial Modeling, Due Diligence, Capital Markets, Asset Management, Strategic Planning, Financial Analysis, Renewable Energy, Finance, Financial Structuring, Risk Management, Business Valuation, Equities
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Accounting and Finance
Colgate University 1989 — 1993
BA, English, Poltical Science and Economics
Sally Dessloch's J.P. Morgan Experience January 1982 - December 2002
Job Executive Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2007 - Present
Integrated Finance Ltd June 2005 - February 2006
Brummer & Partners 2003 - 2005
JP Morgan January 1982 - December 2002
Skills
Equities, Hedge Funds, Financial Modeling, Capital Markets, Valuation, Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 1979 — 1980
M.S., Accounting
Colgate University 1975 — 1979
B.A., Mathematics
UBS Wealth Management 2007 - Present
Integrated Finance Ltd June 2005 - February 2006
Brummer & Partners 2003 - 2005
JP Morgan January 1982 - December 2002
Skills
Equities, Hedge Funds, Financial Modeling, Capital Markets, Valuation, Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 1979 — 1980
M.S., Accounting
Colgate University 1975 — 1979
B.A., Mathematics
Mahesh Lokare's J.P. Morgan Experience 2012 - Present
Job
Industry Financial Services
Experience
J.P. Morgan 2012 - Present
Deutsche Bank 2010 - 2012
JP Morgan 2008 - 2010
Bear Stearns 2005 - 2008
Pershing 2005 - 2005
JP Morgan 2004 - 2005
City of New York 2003 - 2004
Lincoln National Risk Management 2001 - 2003
GoldenSource 2000 - 2001
J.P. Morgan 1998 - 2000
Skills
Derivatives, Equity Derivatives, Prime Brokerage, FX Options, Credit Derivatives, Market Data, Market Risk, Bloomberg, Trading Systems, Investment Banking, Capital Markets, Fixed Income
Education
Clemson University 1993 — 1996
MS
VJTI, Bombay 1988 — 1992
BS
J.P. Morgan 2012 - Present
Deutsche Bank 2010 - 2012
JP Morgan 2008 - 2010
Bear Stearns 2005 - 2008
Pershing 2005 - 2005
JP Morgan 2004 - 2005
City of New York 2003 - 2004
Lincoln National Risk Management 2001 - 2003
GoldenSource 2000 - 2001
J.P. Morgan 1998 - 2000
Skills
Derivatives, Equity Derivatives, Prime Brokerage, FX Options, Credit Derivatives, Market Data, Market Risk, Bloomberg, Trading Systems, Investment Banking, Capital Markets, Fixed Income
Education
Clemson University 1993 — 1996
MS
VJTI, Bombay 1988 — 1992
BS
Thomas Papadopoulos's J.P. Morgan Experience 1993 - 1995
Job Senior Unix/Linux Systems Engineer at Insight Global (Cosultant to Actavis Plc.)
Industry Information Technology and Services
Experience
Insight Global February 2014 - Present
AIG Global Services June 2008 - February 2014
Novartis Pharmaceuticals 2004 - 2008
Prudential Financial 1997 - 2004
The Chase Manhattan Bank 1995 - 1997
JP Morgan 1993 - 1995
Salomon Brothers 1992 - 1993
NYNEX ALLINK 1989 - 1992
Coopers & Lybrand Consulting 1987 - 1989
City College of New York School of Engineering 1985 - 1987
Education
City University of New York City College 1983 — 1986
BS
Insight Global February 2014 - Present
AIG Global Services June 2008 - February 2014
Novartis Pharmaceuticals 2004 - 2008
Prudential Financial 1997 - 2004
The Chase Manhattan Bank 1995 - 1997
JP Morgan 1993 - 1995
Salomon Brothers 1992 - 1993
NYNEX ALLINK 1989 - 1992
Coopers & Lybrand Consulting 1987 - 1989
City College of New York School of Engineering 1985 - 1987
Education
City University of New York City College 1983 — 1986
BS
Angela Liao's J.P. Morgan Experience September 1996 - 2000
Job Senior Database Administrator at Barnes & Noble
Industry Information Technology and Services
Experience
Barnes & Noble March 2010 - Present
Fidelity Information Services March 2009 - March 2010
Barnes & Noble.com April 2005 - January 2009
Prudential Securities November 2000 - April 2005
DLJ 2000 - 2000
JP Morgan September 1996 - 2000
Skills
Performance Tuning, Data Warehousing, Business Intelligence, Unix Shell Scripting, SQL, Disaster Recovery, Microsoft SQL Server, Database Administration, ETL, Unix, Agile Methodologies, Database Design
Education
City University of New York City College 1988 — 1995
ME, Electrical Engineering
Barnes & Noble March 2010 - Present
Fidelity Information Services March 2009 - March 2010
Barnes & Noble.com April 2005 - January 2009
Prudential Securities November 2000 - April 2005
DLJ 2000 - 2000
JP Morgan September 1996 - 2000
Skills
Performance Tuning, Data Warehousing, Business Intelligence, Unix Shell Scripting, SQL, Disaster Recovery, Microsoft SQL Server, Database Administration, ETL, Unix, Agile Methodologies, Database Design
Education
City University of New York City College 1988 — 1995
ME, Electrical Engineering
Jundai Song's J.P. Morgan Experience March 2012 - April 2013
Job Trader at Field Street Capital Management
Industry Financial Services
Experience
Field Street Capital Management April 2013 - Present
J.P. Morgan March 2012 - April 2013
JP Morgan June 2011 - August 2011
Education
New York University 2010 — 2011
Master, Mathematics in Finance
City University of Hong Kong 2006 — 2010
Bachelor, Computing Mathematics; Minor in Finance
Michigan State University 2008 — 2009
Bachelor, Mathematics
Field Street Capital Management April 2013 - Present
J.P. Morgan March 2012 - April 2013
JP Morgan June 2011 - August 2011
Education
New York University 2010 — 2011
Master, Mathematics in Finance
City University of Hong Kong 2006 — 2010
Bachelor, Computing Mathematics; Minor in Finance
Michigan State University 2008 — 2009
Bachelor, Mathematics
dan cullinan's J.P. Morgan Experience 1994 - 2008
Job VP at U.S. Bancorp Investments,Inc
Industry Financial Services
Experience
U.S. Bancorp Investments,Inc August 2009 - Present
JP Morgan 1994 - 2008
JPMorgan Chase 1993 - 2008
Skills
Trading, Fixed Income, Equities, Capital Markets, Securities Lending, Bloomberg, Securities, Hedge Funds, Series 7, Derivatives, Series 63
Education
Colgate University 1977 — 1981
BA, History
Chaminade High School 1974 — 1977
U.S. Bancorp Investments,Inc August 2009 - Present
JP Morgan 1994 - 2008
JPMorgan Chase 1993 - 2008
Skills
Trading, Fixed Income, Equities, Capital Markets, Securities Lending, Bloomberg, Securities, Hedge Funds, Series 7, Derivatives, Series 63
Education
Colgate University 1977 — 1981
BA, History
Chaminade High School 1974 — 1977
Jeff Krasner's J.P. Morgan Experience 1988 - 1996
Job Managing Director at Amherst Pierpont Securities
Industry Financial Services
Experience
Amherst Pierpont Securities 2014 - Present
Amherst Securities Group 2013 - 2014
Gleacher & Company 2009 - 2012
Merrill Lynch 1998 - 2009
Lehman Brothers 1996 - 1998
JP Morgan 1988 - 1996
Skills
Capital Markets, Liquidity Management, Treasury, Fixed Income, Investment Banking, Derivatives, Equities, Bloomberg, Bonds, Securities, Trading, Financial Modeling, Corporate Finance, Financial Markets, Portfolio Management, Structured Products, Cash Management, Hedge Funds, MBS, Market Risk, Hedging, Swaps, Funding, Series 7, Alternative Investments, Balance Sheet
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Economics
City University of New York-Brooklyn College
BS, Accounting
Amherst Pierpont Securities 2014 - Present
Amherst Securities Group 2013 - 2014
Gleacher & Company 2009 - 2012
Merrill Lynch 1998 - 2009
Lehman Brothers 1996 - 1998
JP Morgan 1988 - 1996
Skills
Capital Markets, Liquidity Management, Treasury, Fixed Income, Investment Banking, Derivatives, Equities, Bloomberg, Bonds, Securities, Trading, Financial Modeling, Corporate Finance, Financial Markets, Portfolio Management, Structured Products, Cash Management, Hedge Funds, MBS, Market Risk, Hedging, Swaps, Funding, Series 7, Alternative Investments, Balance Sheet
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Economics
City University of New York-Brooklyn College
BS, Accounting
Linda Barcia's J.P. Morgan Experience August 1986 - August 1997
Job Customer Care Professional at American Express
Industry Marketing and Advertising
Experience
American Express April 2012 - Present
Lighthouse Grafix and Embroidery June 2006 - Present
VIPdesk October 2006 - March 2012
JP Morgan August 1986 - August 1997
Education
City University of New York City College
AAS, Graphic Arts and Advertising Technology
American Express April 2012 - Present
Lighthouse Grafix and Embroidery June 2006 - Present
VIPdesk October 2006 - March 2012
JP Morgan August 1986 - August 1997
Education
City University of New York City College
AAS, Graphic Arts and Advertising Technology
Hamilton Colwell's J.P. Morgan Experience June 2004 - May 2010
Job Maia Yogurt, Founder & President
Industry Health, Wellness and Fitness
Experience
Maia Yogurt June 2010 - Present
JP Morgan June 2004 - May 2010
JPMorgan Chase June 2004 - May 2010
Skills
Start-ups, Business Strategy, Entrepreneurship, Strategic Planning, Entrepreneur, Business Development, Product Development, Marketing Strategy, Public Relations, Social Media Marketing
Education
Colgate University 1998 — 2001
BA, Economincs and GErman
Deerfield Academy
University of Vermont
Maia Yogurt June 2010 - Present
JP Morgan June 2004 - May 2010
JPMorgan Chase June 2004 - May 2010
Skills
Start-ups, Business Strategy, Entrepreneurship, Strategic Planning, Entrepreneur, Business Development, Product Development, Marketing Strategy, Public Relations, Social Media Marketing
Education
Colgate University 1998 — 2001
BA, Economincs and GErman
Deerfield Academy
University of Vermont
John McGough's J.P. Morgan Experience January 1997 - May 2000
Job Assistant Vice President at The Bank of New York Mellon
Industry Banking
Experience
The Bank of New York Mellon July 2000 - Present
JP Morgan January 1997 - May 2000
Skills
Cash Management, Fixed Income, Equities, Securities, Derivatives, Banking, Mutual Funds, Bloomberg, Portfolio Management, Financial Analysis, Capital Markets
Education
City University of New York-John Jay College of Criminal Justice 1992 — 1996
BMCC
The Bank of New York Mellon July 2000 - Present
JP Morgan January 1997 - May 2000
Skills
Cash Management, Fixed Income, Equities, Securities, Derivatives, Banking, Mutual Funds, Bloomberg, Portfolio Management, Financial Analysis, Capital Markets
Education
City University of New York-John Jay College of Criminal Justice 1992 — 1996
BMCC
Blake Eger's J.P. Morgan Experience July 2008 - June 2009
Job Vice President RMBS Trading at Merrill Lynch
Industry Financial Services
Experience
Structured Portfolio Management April 2014 - Present
Merrill Lynch July 2009 - March 2014
JP Morgan July 2008 - June 2009
Bear Stearns July 2006 - June 2008
Skills
Quantitative Analytics, Fixed Income, Capital Markets, Analytics, Valuation, Structured Products, Derivatives, Bloomberg, Hedge Funds, MBS, Alternative Investments, Securitization, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Structured Portfolio Management April 2014 - Present
Merrill Lynch July 2009 - March 2014
JP Morgan July 2008 - June 2009
Bear Stearns July 2006 - June 2008
Skills
Quantitative Analytics, Fixed Income, Capital Markets, Analytics, Valuation, Structured Products, Derivatives, Bloomberg, Hedge Funds, MBS, Alternative Investments, Securitization, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Mauricio Calderon's J.P. Morgan Experience September 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan September 2009 - Present
UBS 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Investments, Banking, Finance, Financial Services, Due Diligence, Management, Trading, Credit, Accounting, Internal Audit, Access, Cross-functional Team..., Portfolio Management, Financial Markets, Valuation, Risk Management, FX Options
Education
City University of New York-Hunter College
B.A., Economics
JP Morgan September 2009 - Present
UBS 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Investments, Banking, Finance, Financial Services, Due Diligence, Management, Trading, Credit, Accounting, Internal Audit, Access, Cross-functional Team..., Portfolio Management, Financial Markets, Valuation, Risk Management, FX Options
Education
City University of New York-Hunter College
B.A., Economics
Anne Marie Gussman's J.P. Morgan Experience 1988 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan 1988 - Present
Skills
Project Management, Banking, Program Management, Risk Management, Financial Services, CCAR
Education
City University of New York-Hunter College 1975 — 1979
BA, Mathematics
Our Lady of Perpetual Help HS 1971 — 1975
HS
JP Morgan 1988 - Present
Skills
Project Management, Banking, Program Management, Risk Management, Financial Services, CCAR
Education
City University of New York-Hunter College 1975 — 1979
BA, Mathematics
Our Lady of Perpetual Help HS 1971 — 1975
HS
William Kish's J.P. Morgan Experience 1996 - Present
Job Corporate Actions Analyst at JP Morgan
Industry Banking
Experience
JP Morgan 1996 - Present
Smith New Court, Carl Marks and Company 1983 - 1995
Education
Goldey-Beacom College 2007 — 2010
MBA, Comprehensive MBA Program
Queens College 1978 — 1980
BA, Political Science
City University of New York-John Jay College of Criminal Justice 1975 — 1978
Criminal Justice
JP Morgan 1996 - Present
Smith New Court, Carl Marks and Company 1983 - 1995
Education
Goldey-Beacom College 2007 — 2010
MBA, Comprehensive MBA Program
Queens College 1978 — 1980
BA, Political Science
City University of New York-John Jay College of Criminal Justice 1975 — 1978
Criminal Justice
Chip Steppacher's J.P. Morgan Experience 2008 - Present
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan 2008 - Present
Bear Stearns 1994 - 2008
Bankers Trust Company 1988 - 1994
Ernst & Young 1977 - 1983
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Equities, Private Equity, Valuation, Alternative Investments, Derivatives, Commodity Markets, Accounting, Financial Services
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
Master of Business Administration (MBA), Accounting
Colgate University 1973 — 1977
BA, Economics
JP Morgan 2008 - Present
Bear Stearns 1994 - 2008
Bankers Trust Company 1988 - 1994
Ernst & Young 1977 - 1983
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Equities, Private Equity, Valuation, Alternative Investments, Derivatives, Commodity Markets, Accounting, Financial Services
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
Master of Business Administration (MBA), Accounting
Colgate University 1973 — 1977
BA, Economics
William Perry's J.P. Morgan Experience June 1994 - June 2010
Job EM Corporate Portfolio Manager at Stone Harbor Investment Partners
Industry Financial Services
Experience
Stone Harbor Investment Partners September 2012 - Present
Morgan Stanley Investment Management July 2010 - September 2012
JP Morgan June 1994 - June 2010
Irving Trust Company June 1984 - December 1988
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance
Colgate University 1980 — 1984
BA, Econ + Int'l Relations
Stone Harbor Investment Partners September 2012 - Present
Morgan Stanley Investment Management July 2010 - September 2012
JP Morgan June 1994 - June 2010
Irving Trust Company June 1984 - December 1988
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance
Colgate University 1980 — 1984
BA, Econ + Int'l Relations
Chris Pingpank's J.P. Morgan Experience 2001 - 2004
Job Principal & CoFounder at Shea & Company
Industry Investment Banking
Experience
Shea & Company March 2005 - Present
JP Morgan 2001 - 2004
Scudder Investments 2000 - 2001
Dreyfus 1998 - 2000
Skills
Mergers, Private Placements, Corporate Development, Financial Services, Investment Banking, Asset Managment, Due Diligence, Private Equity, Venture Capital, Valuation, Mergers & Acquisitions, Joint Ventures, Securities, Corporate Governance, Business Strategy, Finance, Capital Raising, Financial Advisory, Enterprise Software
Education
Colgate University 1994 — 1998
A.B., Political Science
Shea & Company March 2005 - Present
JP Morgan 2001 - 2004
Scudder Investments 2000 - 2001
Dreyfus 1998 - 2000
Skills
Mergers, Private Placements, Corporate Development, Financial Services, Investment Banking, Asset Managment, Due Diligence, Private Equity, Venture Capital, Valuation, Mergers & Acquisitions, Joint Ventures, Securities, Corporate Governance, Business Strategy, Finance, Capital Raising, Financial Advisory, Enterprise Software
Education
Colgate University 1994 — 1998
A.B., Political Science
Maria Curreri's J.P. Morgan Experience 1996 - 1999
Job Administrative Assistant at BlackRock
Industry Financial Services
Experience
BlackRock April 2008 - Present
Goldman Sachs January 2000 - April 2008
JP Morgan 1996 - 1999
Education
Brooklyn College 1988 — 1992
BA, English
BlackRock April 2008 - Present
Goldman Sachs January 2000 - April 2008
JP Morgan 1996 - 1999
Education
Brooklyn College 1988 — 1992
BA, English
Ryan G Kenny, CFA's J.P. Morgan Experience May 2010 - May 2012
Job Portfolio Manager at Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC June 2015 - Present
Wealth and Investment Management at Barclays May 2012 - December 2014
JP Morgan May 2010 - May 2012
State Street Global Advisors June 2008 - November 2008
Education
College of the Holy Cross 2004 — 2008
BA, Economics
Crestwood Advisors LLC June 2015 - Present
Wealth and Investment Management at Barclays May 2012 - December 2014
JP Morgan May 2010 - May 2012
State Street Global Advisors June 2008 - November 2008
Education
College of the Holy Cross 2004 — 2008
BA, Economics
Robert D. Maldonado's J.P. Morgan Experience 1998 - 2000
Job Senior Vice President and Market Trust Director
Industry Financial Services
Experience
U.S. Trust, Bank of America, Private Wealth Management January 2011 - Present
Steuben Trust Company April 2009 - November 2010
STEUBEN TRUST COMPANY April 2009 - November 2010
Merrill Lynch February 2006 - April 2009
Merrill Lynch Trust Company February 2006 - May 2008
Upstate NY Trust March 2001 - February 2006
Bank of America 1992 - 2006
CHASE MANHATTAN BANK May 2000 - March 2001
Bank of America February 1998 - May 2000
JP Morgan 1998 - 2000
Skills
Wealth Management, Investments, Estate Planning, Portfolio Management, Asset Management, Financial Services, Asset Allocation, Leadership, Investment Management, Management, Strategy, Business Development
Education
College for Financial Planning 1999 — 2003
CFP, Certified Financial Planner
Institute of Certified Bankers 2000 — 2001
CTFA Designation, Trust and Financial Advisor
State University of New York 1987 — 1991
Bachelor of Arts, Sociology
State University of New York College at Geneseo 1987 — 1991
BA, Sociology and Business Admin
U.S. Trust, Bank of America, Private Wealth Management January 2011 - Present
Steuben Trust Company April 2009 - November 2010
STEUBEN TRUST COMPANY April 2009 - November 2010
Merrill Lynch February 2006 - April 2009
Merrill Lynch Trust Company February 2006 - May 2008
Upstate NY Trust March 2001 - February 2006
Bank of America 1992 - 2006
CHASE MANHATTAN BANK May 2000 - March 2001
Bank of America February 1998 - May 2000
JP Morgan 1998 - 2000
Skills
Wealth Management, Investments, Estate Planning, Portfolio Management, Asset Management, Financial Services, Asset Allocation, Leadership, Investment Management, Management, Strategy, Business Development
Education
College for Financial Planning 1999 — 2003
CFP, Certified Financial Planner
Institute of Certified Bankers 2000 — 2001
CTFA Designation, Trust and Financial Advisor
State University of New York 1987 — 1991
Bachelor of Arts, Sociology
State University of New York College at Geneseo 1987 — 1991
BA, Sociology and Business Admin
Christopher Lue's J.P. Morgan Experience 1988 - 1998
Job Head of HR North America at Schroders
Industry Human Resources
Experience
Schroders July 2012 - Present
UBS 1998 - July 2012
UBS Wealth Management 2006 - 2009
UBS Wealth Management 2003 - 2006
UBS 1999 - 2003
UBS Investment Bank 1998 - 1999
JP Morgan 1988 - 1998
Education
Colgate University 1984 — 1988
Schroders July 2012 - Present
UBS 1998 - July 2012
UBS Wealth Management 2006 - 2009
UBS Wealth Management 2003 - 2006
UBS 1999 - 2003
UBS Investment Bank 1998 - 1999
JP Morgan 1988 - 1998
Education
Colgate University 1984 — 1988
Greg Usry's J.P. Morgan Experience January 1990 - March 1994
Job Principal, Rosemawr Management
Industry Investment Management
Experience
Rosemawr Management March 2012 - Present
CapRok Capital LLC February 2010 - March 2012
Talisker Capital Management February 2008 - January 2009
Citi March 1994 - February 2008
JP Morgan January 1990 - March 1994
Skills
New Business Development, Fixed Income, Capital Markets, Investment Banking
Education
Clemson University 1981 — 1985
Bachelor of Science (BS), Financial Management and Accounting
Rosemawr Management March 2012 - Present
CapRok Capital LLC February 2010 - March 2012
Talisker Capital Management February 2008 - January 2009
Citi March 1994 - February 2008
JP Morgan January 1990 - March 1994
Skills
New Business Development, Fixed Income, Capital Markets, Investment Banking
Education
Clemson University 1981 — 1985
Bachelor of Science (BS), Financial Management and Accounting
Steve Hodorov's J.P. Morgan Experience February 2000 - April 2001
Job Director at AllianceBernstein
Industry Investment Management
Experience
Sanford C. Bernstein November 2011 - Present
Sanford C. Bernstein February 2003 - November 2011
BNP Paribas April 2001 - April 2003
JP Morgan February 2000 - April 2001
Skills
Trading Systems, C++, Solaris, Programming, .NET, Unix, SQL, Linux, VBA, Java, Perl, STL, SQL Server, C, PHP, Apache, Flextrade, Microsoft SQL Server, Low Latency
Education
Stevens Institute of Technology 1995 — 1997
MS, IT
City University of New York-Brooklyn College 1991 — 1995
BS, IT
Sanford C. Bernstein November 2011 - Present
Sanford C. Bernstein February 2003 - November 2011
BNP Paribas April 2001 - April 2003
JP Morgan February 2000 - April 2001
Skills
Trading Systems, C++, Solaris, Programming, .NET, Unix, SQL, Linux, VBA, Java, Perl, STL, SQL Server, C, PHP, Apache, Flextrade, Microsoft SQL Server, Low Latency
Education
Stevens Institute of Technology 1995 — 1997
MS, IT
City University of New York-Brooklyn College 1991 — 1995
BS, IT
Valerie Villano's J.P. Morgan Experience May 2014 - Present
Job Compliance Officer at J.P. Morgan
Industry Banking
Experience
J.P. Morgan May 2014 - Present
JP Morgan April 2012 - May 2014
JP Morgan April 2011 - April 2012
JP Morgan Chase July 2010 - March 2011
JP Morgan Chase June 2005 - June 2010
JP Morgan Chase May 1994 - January 2005
Skills
KYC, Securities, Banking, Corporate Actions, Global Custody, AML, Financial Services, Investments, Equities, Financial Risk, Mutual Funds, Asset Managment, Analysis, Bonds, Operational Risk, Asset Management, Relationship Management, Fixed Income, Management, Back Office, Trading, Cash Management, Capital Markets, Bloomberg, Risk Management, Investment Banking, Credit, Accounting, Investment Management, Portfolio Management, Financial Analysis, Middle Office, Settlement, OFAC, Derivatives, FINRA, Hedge Funds, Credit Risk, Financial Markets, Bank Secrecy Act, Financial Institutions, Operational Risk...
Education
City University of New York-John Jay College of Criminal Justice
BS, Criminal Justice
J.P. Morgan May 2014 - Present
JP Morgan April 2012 - May 2014
JP Morgan April 2011 - April 2012
JP Morgan Chase July 2010 - March 2011
JP Morgan Chase June 2005 - June 2010
JP Morgan Chase May 1994 - January 2005
Skills
KYC, Securities, Banking, Corporate Actions, Global Custody, AML, Financial Services, Investments, Equities, Financial Risk, Mutual Funds, Asset Managment, Analysis, Bonds, Operational Risk, Asset Management, Relationship Management, Fixed Income, Management, Back Office, Trading, Cash Management, Capital Markets, Bloomberg, Risk Management, Investment Banking, Credit, Accounting, Investment Management, Portfolio Management, Financial Analysis, Middle Office, Settlement, OFAC, Derivatives, FINRA, Hedge Funds, Credit Risk, Financial Markets, Bank Secrecy Act, Financial Institutions, Operational Risk...
Education
City University of New York-John Jay College of Criminal Justice
BS, Criminal Justice
John Jack Gallagher's J.P. Morgan Experience 2009 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan 2009 - Present
City Youth Now 1999 - June 2012
Smith Barney 1985 - 2009
Andersen Consulting 1980 - 1985
Education
College of the Holy Cross
AB, History
Santa Clara University - Leavey School of Business
MBA
Xavier High School
JP Morgan 2009 - Present
City Youth Now 1999 - June 2012
Smith Barney 1985 - 2009
Andersen Consulting 1980 - 1985
Education
College of the Holy Cross
AB, History
Santa Clara University - Leavey School of Business
MBA
Xavier High School
elena kidanova's J.P. Morgan Experience 2007 - 2008
Job Risk Analyst at AIG
Industry Financial Services
Experience
AIG October 2008 - Present
JP Morgan 2007 - 2008
Skills
Financial Risk, Financial Analysis, Risk Management, Bloomberg, Credit Risk, Financial Modeling, Derivatives, Fixed Income, Insurance, Reinsurance
Education
Brooklyn College
Master of Science (MS), Economics
Brooklyn College
Bachelor's degree, Business, Management and Finance
AIG October 2008 - Present
JP Morgan 2007 - 2008
Skills
Financial Risk, Financial Analysis, Risk Management, Bloomberg, Credit Risk, Financial Modeling, Derivatives, Fixed Income, Insurance, Reinsurance
Education
Brooklyn College
Master of Science (MS), Economics
Brooklyn College
Bachelor's degree, Business, Management and Finance
omorlie harris's J.P. Morgan Experience 2000 - 2003
Job Manager, VF Corp
Industry Apparel & Fashion
Experience
VF Corporation April 2011 - Present
Merrill Lynch June 2006 - July 2010
JP Morgan 2000 - 2003
Skills
Investment Banking, Fixed Income, Bloomberg, Capital Markets, Equities, Financial Modeling, Derivatives, Valuation, Equity Research, Credit Derivatives, Credit Analysis, Credit Risk, Banking
Education
Yale School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
Colgate University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
VF Corporation April 2011 - Present
Merrill Lynch June 2006 - July 2010
JP Morgan 2000 - 2003
Skills
Investment Banking, Fixed Income, Bloomberg, Capital Markets, Equities, Financial Modeling, Derivatives, Valuation, Equity Research, Credit Derivatives, Credit Analysis, Credit Risk, Banking
Education
Yale School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
Colgate University 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
Douglas Ovenseri's J.P. Morgan Experience April 2002 - September 2004
Job Financial Systems Manager at TBWA
Industry Marketing and Advertising
Experience
TBWA September 2004 - Present
JP Morgan April 2002 - September 2004
Skills
Hyperion Enterprise, Project Management, Sarbanes-Oxley Act, CRM, Financial Reporting, Essbase, ERP, Business Analysis, Management, Analysis, SAP, Access, Strategic Planning, Financial Analysis, Accounting, Managerial Finance, Consolidation, Business Objects, Financial Systems, Hyperion, Finance
Education
Pace University - Lubin School of Business 2002 — 2005
MBA, INFORMATION SYSTEMS
City University of New York-Herbert H. Lehman College 1991 — 1995
BS, ACCOUNTING
TBWA September 2004 - Present
JP Morgan April 2002 - September 2004
Skills
Hyperion Enterprise, Project Management, Sarbanes-Oxley Act, CRM, Financial Reporting, Essbase, ERP, Business Analysis, Management, Analysis, SAP, Access, Strategic Planning, Financial Analysis, Accounting, Managerial Finance, Consolidation, Business Objects, Financial Systems, Hyperion, Finance
Education
Pace University - Lubin School of Business 2002 — 2005
MBA, INFORMATION SYSTEMS
City University of New York-Herbert H. Lehman College 1991 — 1995
BS, ACCOUNTING
Irene Perez-Morales's J.P. Morgan Experience December 2006 - Present
Job Executive Administrative Assistant at JP Morgan
Industry Investment Banking
Experience
JP Morgan December 2006 - Present
Lehman College May 1994 - December 2006
Law Firm 1991 - 1994
Skills
Lotus Notes, Office Management, Calendaring, PowerPoint, Calendars, Access, Spreadsheets, Microsoft Office, Office Administration, Microsoft Word, Confidentiality
Education
City University of New York-Herbert H. Lehman College 2004 — 2008
B.A., Humanities
JP Morgan December 2006 - Present
Lehman College May 1994 - December 2006
Law Firm 1991 - 1994
Skills
Lotus Notes, Office Management, Calendaring, PowerPoint, Calendars, Access, Spreadsheets, Microsoft Office, Office Administration, Microsoft Word, Confidentiality
Education
City University of New York-Herbert H. Lehman College 2004 — 2008
B.A., Humanities
Michael Karp's J.P. Morgan Experience June 2010 - August 2010
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets September 2015 - Present
GE Capital July 2013 - August 2015
CreditSights September 2012 - March 2013
Aladdin Capital Management June 2011 - August 2011
JP Morgan June 2010 - August 2010
EnerNOC June 2009 - August 2009
Forum Partners Investment Management LLC May 2008 - August 2008
Skills
Analysis, Portfolio Management, Analytics, Valuation
Education
Colgate University 2008 — 2012
Bachelor of Arts (BA)
Greenwich High School 2004 — 2008
RBC Capital Markets September 2015 - Present
GE Capital July 2013 - August 2015
CreditSights September 2012 - March 2013
Aladdin Capital Management June 2011 - August 2011
JP Morgan June 2010 - August 2010
EnerNOC June 2009 - August 2009
Forum Partners Investment Management LLC May 2008 - August 2008
Skills
Analysis, Portfolio Management, Analytics, Valuation
Education
Colgate University 2008 — 2012
Bachelor of Arts (BA)
Greenwich High School 2004 — 2008
Matthew Mackarevich's J.P. Morgan Experience August 2006 - March 2011
Job Officer at Wells Fargo
Industry Financial Services
Experience
Sutter Health October 2014 - Present
Wells Fargo September 2013 - Present
Wells Fargo Securities March 2011 - September 2013
JP Morgan August 2006 - March 2011
Skills
Interest Rate..., Derivatives, Structured Products, Risk Management, Investments, Commodity Risk..., Fixed Income, Prime Brokerage, Foreign Exchange Risk..., Presentations, FX Options, Bloomberg, Commodity Markets, Public Speaking, FX Derivatives, Microsoft Excel, Project Management, Speech Writing, News Writing, Creative Writing, FX Hedging, Reuters Eikon
Education
College of the Holy Cross
University of Oxford
Visiting Student
Sutter Health October 2014 - Present
Wells Fargo September 2013 - Present
Wells Fargo Securities March 2011 - September 2013
JP Morgan August 2006 - March 2011
Skills
Interest Rate..., Derivatives, Structured Products, Risk Management, Investments, Commodity Risk..., Fixed Income, Prime Brokerage, Foreign Exchange Risk..., Presentations, FX Options, Bloomberg, Commodity Markets, Public Speaking, FX Derivatives, Microsoft Excel, Project Management, Speech Writing, News Writing, Creative Writing, FX Hedging, Reuters Eikon
Education
College of the Holy Cross
University of Oxford
Visiting Student
Mario Pena's J.P. Morgan Experience 1995 - 2003
Job Assistant to the Director of Administration at UPTOWN HEALTH MGMT INC.
Industry Education Management
Experience
UPTOWN HEALTH MGMT INC. June 2012 - Present
TIAA-CREF April 2003 - June 2007
JP Morgan 1995 - 2003
UPS 1989 - 2000
Chubb Insurance 1995 - 1996
Chubb Insurance 1995 - 1996
Columbia University March 1990 - August 1992
Skills
IS CONSULTING, Biomedical Engineering, Mathematical Modeling, Process Engineering, Programming Languages, Project Management, Business Analysis, Equity Research, Equities, Enterprise Architecture, Operations Management, Vendor Management, Risk Management, Data Analysis, SDLC, IT Strategy, Analysis, Visio, Healthcare, Healthcare Management, Strategic Planning, Healthcare Information..., Process Improvement, Training, Hospitals, Management, Program Management, Clinical Research
Education
Columbia University in the City of New York 2000 — 2002
Master of Science (MS), Computer Science, MS IN CS
Polytechnic University 1996 — 1998
Master of Science (MS), Financial Mathematics, MS
City University of New York City College 1993 — 1995
Master's degree, Electrical Engineering, MS EE
Universidad del Rosario 1975 — 1980
Bachelor's degree, Economics
UPTOWN HEALTH MGMT INC. June 2012 - Present
TIAA-CREF April 2003 - June 2007
JP Morgan 1995 - 2003
UPS 1989 - 2000
Chubb Insurance 1995 - 1996
Chubb Insurance 1995 - 1996
Columbia University March 1990 - August 1992
Skills
IS CONSULTING, Biomedical Engineering, Mathematical Modeling, Process Engineering, Programming Languages, Project Management, Business Analysis, Equity Research, Equities, Enterprise Architecture, Operations Management, Vendor Management, Risk Management, Data Analysis, SDLC, IT Strategy, Analysis, Visio, Healthcare, Healthcare Management, Strategic Planning, Healthcare Information..., Process Improvement, Training, Hospitals, Management, Program Management, Clinical Research
Education
Columbia University in the City of New York 2000 — 2002
Master of Science (MS), Computer Science, MS IN CS
Polytechnic University 1996 — 1998
Master of Science (MS), Financial Mathematics, MS
City University of New York City College 1993 — 1995
Master's degree, Electrical Engineering, MS EE
Universidad del Rosario 1975 — 1980
Bachelor's degree, Economics
Ermanno Coletti's J.P. Morgan Experience 2010 - 2010
Job Independent Financial Consultant
Industry Financial Services
Experience
Coletti Photography Expressions Inc. 2010 - 2014
JP Morgan 2010 - 2010
Bank of New York Mellon Inc 2008 - 2008
LF Rothschild Asset Management Corporation 2007 - 2007
Deutsche Bank Securities Service NJ Inc 2005 - 2007
RBC Dain LLC 2005 - 2005
Jefferies & Company Inc 2004 - 2005
GlobeOp Financial Services Inc 2003 - 2004
UBS Securities LLC 1997 - 2003
BROADRIDGE FINANCIAL SOLUTIONS INC 1995 - 1997
Skills
Financial Services, System Conversions ,..., Customer Service, NYSE Audits, Broadridge Brokerage..., People Management, Product Management, Lean Six Sigma, Trade Settlement
Education
CUNY Bronx Community College 1979 — 1981
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations
City University of New York-Herbert H. Lehman College 1976 — 1978
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations
Coletti Photography Expressions Inc. 2010 - 2014
JP Morgan 2010 - 2010
Bank of New York Mellon Inc 2008 - 2008
LF Rothschild Asset Management Corporation 2007 - 2007
Deutsche Bank Securities Service NJ Inc 2005 - 2007
RBC Dain LLC 2005 - 2005
Jefferies & Company Inc 2004 - 2005
GlobeOp Financial Services Inc 2003 - 2004
UBS Securities LLC 1997 - 2003
BROADRIDGE FINANCIAL SOLUTIONS INC 1995 - 1997
Skills
Financial Services, System Conversions ,..., Customer Service, NYSE Audits, Broadridge Brokerage..., People Management, Product Management, Lean Six Sigma, Trade Settlement
Education
CUNY Bronx Community College 1979 — 1981
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations
City University of New York-Herbert H. Lehman College 1976 — 1978
Associate of Arts and Sciences (AAS), Business Administration, Management and Operations
Jeannine Turner's J.P. Morgan Experience 1990 - 2008
Job Housing Choice Voucher Program Manager at Middletown Housing Authority
Industry Individual & Family Services
Experience
Middletown Housing Authority 2011 - Present
JP Morgan 1990 - 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Office
Education
City University of New York-College of Staten Island
Bachelor’s Degree, Business/Corporate Communications
Middletown Housing Authority 2011 - Present
JP Morgan 1990 - 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Office
Education
City University of New York-College of Staten Island
Bachelor’s Degree, Business/Corporate Communications
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.