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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22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Employee
Years
Job
Industry
Adrian Dixon Adrian Dixon's J.P. Morgan Experience June 2009 - August 2009
Job MBA Candidate 2015
Industry Accounting
Experience
Reliant Realty Services Inc. January 2015 - Present
Open Systems Technologies May 2014 - November 2014
Blink Fitness November 2013 - May 2014
Equinox April 2011 - November 2013
Virginia Union University May 2010 - November 2010
JP Morgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Accounting, Invoicing, Accounts Receivable, Microsoft Word, Account Reconciliation, Bloomberg, Budgets, Customer Service, Social Media, Software Documentation, Trading, Public Speaking
Education
Colorado Technical University 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
Virginia Union University 2006 — 2010
BS, Accounting
St. Raymond HS For Boys 2002 — 2006
Diploma, Liberal Arts
Reliant Realty Services Inc. January 2015 - Present
Open Systems Technologies May 2014 - November 2014
Blink Fitness November 2013 - May 2014
Equinox April 2011 - November 2013
Virginia Union University May 2010 - November 2010
JP Morgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Accounting, Invoicing, Accounts Receivable, Microsoft Word, Account Reconciliation, Bloomberg, Budgets, Customer Service, Social Media, Software Documentation, Trading, Public Speaking
Education
Colorado Technical University 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
Virginia Union University 2006 — 2010
BS, Accounting
St. Raymond HS For Boys 2002 — 2006
Diploma, Liberal Arts
Harpreet Gill Harpreet Gill's J.P. Morgan Experience 2007 - 2007
Job MPA, Columbia University
Industry Education Management
Experience
ACE Charter Schools May 2015 - Present
Chicago Public Schools June 2014 - August 2014
Teach For India August 2011 - July 2013
Indicorps August 2010 - July 2011
Teach for America June 2008 - August 2010
JP Morgan 2007 - 2007
Skills
Research, Data Analysis, Non-profits, Market Research, International..., Strategic Planning, Microsoft Office, Microsoft Excel, Qualitative Research, Community Outreach, Management Consulting, Program Management, Teaching, Analysis, Nonprofits, Curriculum Design, Policy Analysis, Public Relations, Teacher Training
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), Social and Urban Policy Concentration with Management Specialization
Saint John's University 2004 — 2008
BS, Economics, Philosophy
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
BS Science, Economics and Philosophy
ACE Charter Schools May 2015 - Present
Chicago Public Schools June 2014 - August 2014
Teach For India August 2011 - July 2013
Indicorps August 2010 - July 2011
Teach for America June 2008 - August 2010
JP Morgan 2007 - 2007
Skills
Research, Data Analysis, Non-profits, Market Research, International..., Strategic Planning, Microsoft Office, Microsoft Excel, Qualitative Research, Community Outreach, Management Consulting, Program Management, Teaching, Analysis, Nonprofits, Curriculum Design, Policy Analysis, Public Relations, Teacher Training
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), Social and Urban Policy Concentration with Management Specialization
Saint John's University 2004 — 2008
BS, Economics, Philosophy
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
BS Science, Economics and Philosophy
Kathy Rogers's J.P. Morgan Experience 1985 - 1989
Job SemiRetired Finance Professional
Industry Financial Services
Experience
H&R Block Tax Advisors January 2015 - Present
Help/Systems 2005 - 2013
H&R Block December 2003 - April 2005
Verizon 1989 - 1992
JP Morgan 1985 - 1989
Bank of America 1981 - 1983
Skills
Tax, Financial Reporting, Accounting, IBM iSeries, Financial Analysis, Forecasting, Finance, Process Improvement, Business Intelligence, Business Analysis, Budgets, Microsoft Excel, Financial Modeling, Analysis, Software Documentation, Access, System Administration, Databases
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Accounting/Operations
University of California, Davis 1976 — 1980
BA, Economics
Hennepin Technical College
Microsoft Database Certificate, Information Technology
Minnesota State University, Mankato
Certified Financial Planning Program
H&R Block Tax Advisors January 2015 - Present
Help/Systems 2005 - 2013
H&R Block December 2003 - April 2005
Verizon 1989 - 1992
JP Morgan 1985 - 1989
Bank of America 1981 - 1983
Skills
Tax, Financial Reporting, Accounting, IBM iSeries, Financial Analysis, Forecasting, Finance, Process Improvement, Business Intelligence, Business Analysis, Budgets, Microsoft Excel, Financial Modeling, Analysis, Software Documentation, Access, System Administration, Databases
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Accounting/Operations
University of California, Davis 1976 — 1980
BA, Economics
Hennepin Technical College
Microsoft Database Certificate, Information Technology
Minnesota State University, Mankato
Certified Financial Planning Program
Josh Klenoff Josh Klenoff's J.P. Morgan Experience 2010 - 2012
Job Founder at Helm Society
Industry Events Services
Experience
Helm Society 2012 - Present
JP Morgan 2010 - 2012
GK Training 2003 - 2010
Education
Columbia University - Columbia Business School 2002 — 2003
Master of Business Administration (MBA)
University of Pennsylvania 1993 — 1997
BS, Finance
University of Pennsylvania - The Wharton School 1993 — 1997
B.S., Finance
Helm Society 2012 - Present
JP Morgan 2010 - 2012
GK Training 2003 - 2010
Education
Columbia University - Columbia Business School 2002 — 2003
Master of Business Administration (MBA)
University of Pennsylvania 1993 — 1997
BS, Finance
University of Pennsylvania - The Wharton School 1993 — 1997
B.S., Finance
Michael Niedzielski Michael Niedzielski's J.P. Morgan Experience 2002 - 2004
Job Research Analyst with Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments 2007 - Present
JP Morgan 2002 - 2004
Skills
Value Investing, Investment Management, Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Value investing
University of Chicago 1999 — 2002
Bachelor of Arts (B.A.), Economics
St Jean de Passy
Fidelity Investments 2007 - Present
JP Morgan 2002 - 2004
Skills
Value Investing, Investment Management, Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Value investing
University of Chicago 1999 — 2002
Bachelor of Arts (B.A.), Economics
St Jean de Passy
Philip Roan Philip Roan's J.P. Morgan Experience 2008 - 2009
Job Manager at Deloitte
Industry Financial Services
Experience
Deloitte July 2012 - Present
Citi Group November 2009 - December 2011
JP Morgan 2008 - 2009
Bear Stearns 2005 - 2008
Constellation Energy 2003 - 2005
El Paso 2002 - 2002
Reliant Energy 2000 - 2002
Koch Industries 1994 - 2000
Skills
Risk Management, Quantitative Analysis, Market Risk, Commodity Markets, Commodity, Hedging, Commodity Risk..., Trading, Derivatives, Natural Gas, Options, Valuation, Financial Modeling, Credit Risk, Energy, Financial Structuring, Energy Markets, Financial Risk, Finance, Analysis
Education
Colorado School of Mines 1990 — 1994
Ph.D., Economics
Colorado School of Mines 1979 — 1983
B.Sc., Chemical Engineering
Deloitte July 2012 - Present
Citi Group November 2009 - December 2011
JP Morgan 2008 - 2009
Bear Stearns 2005 - 2008
Constellation Energy 2003 - 2005
El Paso 2002 - 2002
Reliant Energy 2000 - 2002
Koch Industries 1994 - 2000
Skills
Risk Management, Quantitative Analysis, Market Risk, Commodity Markets, Commodity, Hedging, Commodity Risk..., Trading, Derivatives, Natural Gas, Options, Valuation, Financial Modeling, Credit Risk, Energy, Financial Structuring, Energy Markets, Financial Risk, Finance, Analysis
Education
Colorado School of Mines 1990 — 1994
Ph.D., Economics
Colorado School of Mines 1979 — 1983
B.Sc., Chemical Engineering
Mark Elam, CFA Mark Elam, CFA's J.P. Morgan Experience May 1987 - July 1993
Job Senior Vice President at U.S. Trust
Industry Investment Management
Experience
U.S. Trust September 2013 - Present
Northern Trust July 2010 - August 2013
GenSpring Family Offices September 2002 - June 2009
SunTrust Bank July 1993 - September 2002
JP Morgan May 1987 - July 1993
Skills
Portfolio Management, Wealth Management, Finance, Asset Allocation, Investments, Investment Banking, Investment Advisory, Private Equity
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Finance
Florida State University - College of Business 1977 — 1980
BS, Management
U.S. Trust September 2013 - Present
Northern Trust July 2010 - August 2013
GenSpring Family Offices September 2002 - June 2009
SunTrust Bank July 1993 - September 2002
JP Morgan May 1987 - July 1993
Skills
Portfolio Management, Wealth Management, Finance, Asset Allocation, Investments, Investment Banking, Investment Advisory, Private Equity
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Finance
Florida State University - College of Business 1977 — 1980
BS, Management
Jeremy Vandel's J.P. Morgan Experience April 2003 - August 2005
Job FX Trader
Industry Financial Services
Experience
BNP Paribas Securities Services March 2015 - Present
BNP Paribas Securities Services November 2009 - February 2015
BNP Paribas Securities Services March 2008 - October 2009
BNP Paribas Securities Services August 2007 - March 2008
BNP Paribas Securities Services August 2006 - August 2007
JP Morgan April 2003 - August 2005
Skills
FX, Economics, Excel, Money Market, Foreign Exchange
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
University of Sydney 2003 — 2004
Masters, International Business
Vassar College 1998 — 2002
BA, Economics
BNP Paribas Securities Services March 2015 - Present
BNP Paribas Securities Services November 2009 - February 2015
BNP Paribas Securities Services March 2008 - October 2009
BNP Paribas Securities Services August 2007 - March 2008
BNP Paribas Securities Services August 2006 - August 2007
JP Morgan April 2003 - August 2005
Skills
FX, Economics, Excel, Money Market, Foreign Exchange
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
University of Sydney 2003 — 2004
Masters, International Business
Vassar College 1998 — 2002
BA, Economics
Kristin Peck Kristin Peck's J.P. Morgan Experience 1998 - 1998
Job Executive Vice President, US Operations at Zoetis
Industry Pharmaceuticals
Experience
Zoetis May 2015 - Present
Zoetis October 2012 - April 2015
Pfizer April 2010 - October 2012
Pfizer April 2010 - December 2010
Pfizer May 2008 - March 2010
Pfizer April 2007 - May 2008
Pfizer August 2006 - April 2007
Pfizer February 2004 - August 2006
The Boston Consulting Group 1999 - 2004
JP Morgan 1998 - 1998
Education
Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
Georgetown University 1989 — 1993
Bachelor's degree, Magna Cum Laude
Zoetis May 2015 - Present
Zoetis October 2012 - April 2015
Pfizer April 2010 - October 2012
Pfizer April 2010 - December 2010
Pfizer May 2008 - March 2010
Pfizer April 2007 - May 2008
Pfizer August 2006 - April 2007
Pfizer February 2004 - August 2006
The Boston Consulting Group 1999 - 2004
JP Morgan 1998 - 1998
Education
Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
Georgetown University 1989 — 1993
Bachelor's degree, Magna Cum Laude
Jay Lee's J.P. Morgan Experience June 1991 - December 1997
Job Strategy and Marketing Leader: Payments & Loyalty, Products and Platforms
Industry Marketing and Advertising
Experience
Mingl March 2014 - Present
Aimia Inc July 2012 - January 2015
American Express May 2008 - July 2012
GE Corporate Payment Services November 2007 - April 2008
GE Consumer Finance August 2005 - November 2007
Percolate, LLC. October 2004 - August 2005
Fleet Boston - Credit Card Services August 1999 - October 2004
Mitchell Madison Group September 1997 - August 1999
JP Morgan June 1991 - December 1997
Skills
Product Management, Strategy, Business Development, Strategic Partnerships, Analytics, Leadership, Digital Marketing, Business Strategy, E-commerce, Product Development, Marketing, Financial Services, Strategic Planning, Marketing Strategy, Management, Business Intelligence, Loyalty Marketing, Online Advertising, Mobile Marketing, Loyalty Programs
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Cornell University 1987 — 1991
BS, Electrical Engineering
Mingl March 2014 - Present
Aimia Inc July 2012 - January 2015
American Express May 2008 - July 2012
GE Corporate Payment Services November 2007 - April 2008
GE Consumer Finance August 2005 - November 2007
Percolate, LLC. October 2004 - August 2005
Fleet Boston - Credit Card Services August 1999 - October 2004
Mitchell Madison Group September 1997 - August 1999
JP Morgan June 1991 - December 1997
Skills
Product Management, Strategy, Business Development, Strategic Partnerships, Analytics, Leadership, Digital Marketing, Business Strategy, E-commerce, Product Development, Marketing, Financial Services, Strategic Planning, Marketing Strategy, Management, Business Intelligence, Loyalty Marketing, Online Advertising, Mobile Marketing, Loyalty Programs
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Cornell University 1987 — 1991
BS, Electrical Engineering
Jonathan Shepherd Jonathan Shepherd's J.P. Morgan Experience 1996 - 1999
Job
Industry Real Estate
Experience
Harvard Business School 2007 - Present
Choate Ventures, LLC 2007 - Present
TCP Communications LLC 2003 - 2006
Morgan Stanley 2001 - 2002
Acadian Asset Management 1999 - 1999
JP Morgan 1996 - 1999
Education
Columbia Business School 2000 — 2001
MBA, Finance and Management
Middlebury College 1991 — 1995
BA, Economics
Harvard Business School 2007 - Present
Choate Ventures, LLC 2007 - Present
TCP Communications LLC 2003 - 2006
Morgan Stanley 2001 - 2002
Acadian Asset Management 1999 - 1999
JP Morgan 1996 - 1999
Education
Columbia Business School 2000 — 2001
MBA, Finance and Management
Middlebury College 1991 — 1995
BA, Economics
Roberta Donzelli Roberta Donzelli's J.P. Morgan Experience February 2010 - April 2010
Job MBA Candidate at Columbia Business School
Industry Retail
Experience
Cole Haan September 2015 - Present
Cole Haan June 2015 - August 2015
Datura.com October 2014 - May 2015
Oliver Wyman January 2013 - August 2014
Oliver Wyman January 2012 - December 2012
Oliver Wyman September 2010 - December 2011
JP Morgan February 2010 - April 2010
Aga Srl April 2009 - November 2009
Madison Corporate Finance February 2009 - April 2009
Kenya Women Finance Trust August 2007 - August 2007
Skills
Financial Modeling, Management Consulting, Retail, Apparel, Luxury Goods, Entrepreneurship, Financial Services, Retail Banking, Valuation, Economics, Due Diligence, Investment Banking, Econometrics, Consumer Goods, Corporate Finance, Risk Management, Supermarkets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Università Commerciale 'Luigi Bocconi' 2004 — 2009
Master of Science, Economics
Università Commerciale 'Luigi Bocconi' 2004 — 2007
Bachelor's Degree, Economics and Social Sciences
Universidad Carlos III de Madrid 2008 — 2009
Economics - Exchange program
The University of British Columbia 2006 — 2006
Economics - Exchange Program
Istituto Santa Maria 1999 — 2004
High School
Cole Haan September 2015 - Present
Cole Haan June 2015 - August 2015
Datura.com October 2014 - May 2015
Oliver Wyman January 2013 - August 2014
Oliver Wyman January 2012 - December 2012
Oliver Wyman September 2010 - December 2011
JP Morgan February 2010 - April 2010
Aga Srl April 2009 - November 2009
Madison Corporate Finance February 2009 - April 2009
Kenya Women Finance Trust August 2007 - August 2007
Skills
Financial Modeling, Management Consulting, Retail, Apparel, Luxury Goods, Entrepreneurship, Financial Services, Retail Banking, Valuation, Economics, Due Diligence, Investment Banking, Econometrics, Consumer Goods, Corporate Finance, Risk Management, Supermarkets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Università Commerciale 'Luigi Bocconi' 2004 — 2009
Master of Science, Economics
Università Commerciale 'Luigi Bocconi' 2004 — 2007
Bachelor's Degree, Economics and Social Sciences
Universidad Carlos III de Madrid 2008 — 2009
Economics - Exchange program
The University of British Columbia 2006 — 2006
Economics - Exchange Program
Istituto Santa Maria 1999 — 2004
High School
Jarrell Sweet's J.P. Morgan Experience May 2013 - May 2014
Job Associate at Camden Securities Company
Industry Investment Management
Experience
Camden Securities July 2014 - Present
JP Morgan May 2013 - May 2014
UBS Wealth Management February 2011 - April 2013
New York Yankees June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Economics, Portfolio Management, Investment Management, Finance, Securities, Investments
Education
Colorado College 2005 — 2010
Bachelor of Arts, Economics
Camden Securities July 2014 - Present
JP Morgan May 2013 - May 2014
UBS Wealth Management February 2011 - April 2013
New York Yankees June 2009 - August 2009
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Economics, Portfolio Management, Investment Management, Finance, Securities, Investments
Education
Colorado College 2005 — 2010
Bachelor of Arts, Economics
Ezra Schwartz Ezra Schwartz's J.P. Morgan Experience February 2011 - November 2011
Job Director, User Experience at TandemSeven
Industry Management Consulting
Experience
TandemSeven December 2014 - Present
Razorfish November 2012 - October 2014
Knovation (Formally netTrekker) November 2011 - November 2012
JP Morgan February 2011 - November 2011
NetApp June 2010 - March 2011
JPMorgan Chase January 2009 - June 2010
Sentient Jet September 2007 - July 2008
Independence Tube Corp September 2007 - February 2008
Actuate 2008 - 2008
Campus Management June 2007 - September 2007
Skills
Data-driven Decision..., Digital Strategy, Cross-functional Team..., Strategic Planning, Information Architecture, Strategy, experience strategy, Team Leadership, Mentoring, User Experience, User Interface Design, User Experience..., Thought Leadership, Management Consulting, User Experience Design, Wireframes, Information Design, User Interface, Change Management, Usability, Device Agnostic UX, Axure, Interaction Design, Choice Modeling, Accessibility, Usability Testing, Mobile Applications, Persona, UX Logistics, User-centered Design, User Research, Rapid Prototyping, Mobile Internet, Heuristic Evaluation, Human Computer..., Experience Design, User Scenarios, Software Design, E-commerce, Team Building, Mobile Design, Mobile Devices, Task Analysis, Platform Agnostic UX, Content Strategy, Web Analytics, Usability Engineering, Requirements..., Product Management, Wire Framing
Education
The School of the Art Institute of Chicago 1992 — 1994
MFA, Film and Animation, Art and Technology
Columbia College Chicago 1990 — 1992
BA, Film-Animation
Tel Aviv University 1983 — 1988
Screenwriting
Technion - Israel Institute of Technology 1979 — 1980
Aerospace Engineering
TandemSeven December 2014 - Present
Razorfish November 2012 - October 2014
Knovation (Formally netTrekker) November 2011 - November 2012
JP Morgan February 2011 - November 2011
NetApp June 2010 - March 2011
JPMorgan Chase January 2009 - June 2010
Sentient Jet September 2007 - July 2008
Independence Tube Corp September 2007 - February 2008
Actuate 2008 - 2008
Campus Management June 2007 - September 2007
Skills
Data-driven Decision..., Digital Strategy, Cross-functional Team..., Strategic Planning, Information Architecture, Strategy, experience strategy, Team Leadership, Mentoring, User Experience, User Interface Design, User Experience..., Thought Leadership, Management Consulting, User Experience Design, Wireframes, Information Design, User Interface, Change Management, Usability, Device Agnostic UX, Axure, Interaction Design, Choice Modeling, Accessibility, Usability Testing, Mobile Applications, Persona, UX Logistics, User-centered Design, User Research, Rapid Prototyping, Mobile Internet, Heuristic Evaluation, Human Computer..., Experience Design, User Scenarios, Software Design, E-commerce, Team Building, Mobile Design, Mobile Devices, Task Analysis, Platform Agnostic UX, Content Strategy, Web Analytics, Usability Engineering, Requirements..., Product Management, Wire Framing
Education
The School of the Art Institute of Chicago 1992 — 1994
MFA, Film and Animation, Art and Technology
Columbia College Chicago 1990 — 1992
BA, Film-Animation
Tel Aviv University 1983 — 1988
Screenwriting
Technion - Israel Institute of Technology 1979 — 1980
Aerospace Engineering
Jonathan Rosoff Jonathan Rosoff's J.P. Morgan Experience September 1995 - February 1998
Job Founder & Chief Executive Officer at Formative
Industry Internet
Experience
Formative October 2011 - Present
Seattle Opera May 2009 - Present
Nest Organizer January 2012 - March 2013
Avenue A Razorfish September 2006 - May 2010
Fabric Worldwide 2010 - 2010
Circles July 2004 - May 2005
Digitas Strategy & Analysis March 1998 - June 2004
JP Morgan September 1995 - February 1998
Economists Incorporated 1991 - 1993
Skills
Segmentation, Marketing Strategy, Competitive Analysis, Software Development, Business Strategy, Digital Marketing, Strategic Partnerships, Analytics, Online Advertising, Digital Strategy, Strategic Planning, Start-ups, SaaS, Digital Media, Strategy, Online Marketing, Lead Generation, Social Media Marketing, Customer Insight, CRM, Entrepreneurship, E-commerce, Email Marketing, Brand Development, Integrated Marketing, Direct Marketing, Management, User Experience, Product Management, New Business Development, Marketing, Marketing Management, SEM, Database Marketing, Customer Acquisition, Mobile Marketing, Product Marketing, Leadership, Multi-channel Marketing, Advertising, Interactive Marketing, Mobile Devices, Web Analytics, Google Analytics, Market Research, SEO, Marketing Communications, PPC, Content Strategy, Media Planning
Education
Columbia University Graduate School of Business 1993 — 1995
MBA
Cornell University 1988 — 1991
BA
Leonia high school
Formative October 2011 - Present
Seattle Opera May 2009 - Present
Nest Organizer January 2012 - March 2013
Avenue A Razorfish September 2006 - May 2010
Fabric Worldwide 2010 - 2010
Circles July 2004 - May 2005
Digitas Strategy & Analysis March 1998 - June 2004
JP Morgan September 1995 - February 1998
Economists Incorporated 1991 - 1993
Skills
Segmentation, Marketing Strategy, Competitive Analysis, Software Development, Business Strategy, Digital Marketing, Strategic Partnerships, Analytics, Online Advertising, Digital Strategy, Strategic Planning, Start-ups, SaaS, Digital Media, Strategy, Online Marketing, Lead Generation, Social Media Marketing, Customer Insight, CRM, Entrepreneurship, E-commerce, Email Marketing, Brand Development, Integrated Marketing, Direct Marketing, Management, User Experience, Product Management, New Business Development, Marketing, Marketing Management, SEM, Database Marketing, Customer Acquisition, Mobile Marketing, Product Marketing, Leadership, Multi-channel Marketing, Advertising, Interactive Marketing, Mobile Devices, Web Analytics, Google Analytics, Market Research, SEO, Marketing Communications, PPC, Content Strategy, Media Planning
Education
Columbia University Graduate School of Business 1993 — 1995
MBA
Cornell University 1988 — 1991
BA
Leonia high school
Enero Ray's J.P. Morgan Experience March 2001 - January 2009
Job Creative Director | Owner at Pillbox79 Productions
Industry Media Production
Experience
THINK TeleVisual LLC March 2013 - Present
Berlin Nightclub July 2010 - Present
Pillbox79 Productions January 2001 - Present
Artisan Events July 2001 - December 2014
Gerber Scarpelli December 2004 - April 2011
20th Century Fox Television April 2010 - April 2010
JP Morgan March 2001 - January 2009
North Michigan Avenue Entertainment Company September 2005 - October 2005
20th Century Fox Television December 2004 - January 2005
Derailed, Inc. November 2004 - December 2004
Skills
Video, Final Cut Pro, Television, Mac, Final Cut Studio, Cinematography, Directing, Photography, Producing, Editing, Advertising, DVD Studio Pro, Photoshop, Social Media, Video Production, Videography, Digital Video, Film Production
Education
Columbia College Chicago 1999 — 2004
Bachelors, Film and Video
THINK TeleVisual LLC March 2013 - Present
Berlin Nightclub July 2010 - Present
Pillbox79 Productions January 2001 - Present
Artisan Events July 2001 - December 2014
Gerber Scarpelli December 2004 - April 2011
20th Century Fox Television April 2010 - April 2010
JP Morgan March 2001 - January 2009
North Michigan Avenue Entertainment Company September 2005 - October 2005
20th Century Fox Television December 2004 - January 2005
Derailed, Inc. November 2004 - December 2004
Skills
Video, Final Cut Pro, Television, Mac, Final Cut Studio, Cinematography, Directing, Photography, Producing, Editing, Advertising, DVD Studio Pro, Photoshop, Social Media, Video Production, Videography, Digital Video, Film Production
Education
Columbia College Chicago 1999 — 2004
Bachelors, Film and Video
Chris Gallea Chris Gallea's J.P. Morgan Experience January 2000 - Present
Job Vice Chairman of Investment Banking at JP Morgan
Industry Banking
Douglas Donohue Douglas Donohue's J.P. Morgan Experience 1992 - 1997
Job CEO, Excel Partners Holdings LLC
Industry Investment Banking
Experience
Excel Partners LLC January 2008 - Present
Alterity Partners LLC 2001 - 2007
Goldman Sachs & Company 1997 - 2001
JP Morgan 1992 - 1997
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Finance, Corporate Development, Business Development, Investment Banking, M&A experience, Private Placements, Strategic Planning, Valuation, Strategic Financial..., Strategy, Business Strategy, Executive Management, Investments, Management, Financial Modeling, Due Diligence, Equities, Start-ups
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Georgetown University 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Excel Partners LLC January 2008 - Present
Alterity Partners LLC 2001 - 2007
Goldman Sachs & Company 1997 - 2001
JP Morgan 1992 - 1997
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Finance, Corporate Development, Business Development, Investment Banking, M&A experience, Private Placements, Strategic Planning, Valuation, Strategic Financial..., Strategy, Business Strategy, Executive Management, Investments, Management, Financial Modeling, Due Diligence, Equities, Start-ups
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Georgetown University 1985 — 1989
Bachelor of Science (B.S.), Finance, General
Chris Lafond Chris Lafond's J.P. Morgan Experience September 1987 - August 1989
Job EVP & CFO at Intralinks
Industry Information Technology and Services
Experience
Gartner October 2003 - June 2014
Gartner January 2003 - October 2003
Gartner December 2001 - January 2003
Gartner December 1997 - December 2001
Gartner March 1995 - December 1997
IBM June 1991 - February 1995
Coopers & Lybrand May 1990 - August 1990
JP Morgan September 1987 - August 1989
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting, Dean's List
The University of Connecticut 1983 — 1987
BA, Economics, cum laude and Dean's List
Gartner October 2003 - June 2014
Gartner January 2003 - October 2003
Gartner December 2001 - January 2003
Gartner December 1997 - December 2001
Gartner March 1995 - December 1997
IBM June 1991 - February 1995
Coopers & Lybrand May 1990 - August 1990
JP Morgan September 1987 - August 1989
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting, Dean's List
The University of Connecticut 1983 — 1987
BA, Economics, cum laude and Dean's List
Jason Sippel Jason Sippel's J.P. Morgan Experience August 2015 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2015 - Present
JP Morgan January 2013 - August 2015
JP Morgan March 2009 - January 2013
JP Morgan June 2007 - March 2009
JP Morgan June 2005 - June 2007
JP Morgan March 2002 - June 2005
Gen Re December 2000 - March 2002
Overstock.com January 2000 - December 2000
Credit Suisse First Boston March 1997 - September 2000
Merrill Lynch March 1995 - March 1996
Education
Harvard Extension School 1996 — 1996
Post-Baccalaureate Pre-Med
University of Cambridge 1988 — 1991
Master of Arts (M.A.), Economics
Columbia College (NY) 1986 — 1988
Economics
JP Morgan August 2015 - Present
JP Morgan January 2013 - August 2015
JP Morgan March 2009 - January 2013
JP Morgan June 2007 - March 2009
JP Morgan June 2005 - June 2007
JP Morgan March 2002 - June 2005
Gen Re December 2000 - March 2002
Overstock.com January 2000 - December 2000
Credit Suisse First Boston March 1997 - September 2000
Merrill Lynch March 1995 - March 1996
Education
Harvard Extension School 1996 — 1996
Post-Baccalaureate Pre-Med
University of Cambridge 1988 — 1991
Master of Arts (M.A.), Economics
Columbia College (NY) 1986 — 1988
Economics
JT Davenport JT Davenport's J.P. Morgan Experience July 2010 - Present
Job Executive Director at JP Morgan
Industry Investment Management
Experience
JP Morgan July 2010 - Present
Goldman Sachs August 2005 - May 2010
Lehman Brothers May 2004 - August 2005
Goldman Sachs February 2001 - June 2003
Arthur Andersen June 1999 - February 2001
Skills
Risk Management, Private Equity, Mergers & Acquisitions, Financial Services, Due Diligence, Hedge Funds, Investments, Portfolio Management, Financial Modeling, Management, Fixed Income, Bloomberg, Valuation, Mergers, Equities, Investment Banking, Asset Management, Investment Management, Wealth Management..., Finance, Strategy, Alternative Investments, Accounting, Asset Allocation, Capital Markets, Derivatives
Education
Columbia University - Columbia Business School 2007 — 2008
University of California, Berkeley, Haas School of Business 2007 — 2008
Miami University 1995 — 1999
JP Morgan July 2010 - Present
Goldman Sachs August 2005 - May 2010
Lehman Brothers May 2004 - August 2005
Goldman Sachs February 2001 - June 2003
Arthur Andersen June 1999 - February 2001
Skills
Risk Management, Private Equity, Mergers & Acquisitions, Financial Services, Due Diligence, Hedge Funds, Investments, Portfolio Management, Financial Modeling, Management, Fixed Income, Bloomberg, Valuation, Mergers, Equities, Investment Banking, Asset Management, Investment Management, Wealth Management..., Finance, Strategy, Alternative Investments, Accounting, Asset Allocation, Capital Markets, Derivatives
Education
Columbia University - Columbia Business School 2007 — 2008
University of California, Berkeley, Haas School of Business 2007 — 2008
Miami University 1995 — 1999
Katie Sherwin's J.P. Morgan Experience February 2005 - September 2005
Job Senior Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2008 - Present
Columbia University July 2007 - August 2008
Columbia University September 2005 - July 2007
JP Morgan February 2005 - September 2005
Stiftelsen Fullriggeren Sorlandet August 2004 - October 2004
Picton Castle April 2003 - August 2004
UBS July 2000 - June 2002
Skills
Business Process..., Financial Analysis, Management Consulting, Financial Modeling, Strategy, Valuation, Mergers & Acquisitions, Corporate Finance, Acquisition Integration, Private Equity, Strategic Consulting, Organizational Design, Business Transformation, Corporate Development, Due Diligence, Strategic Planning
Education
Columbia University - School of International and Public Affairs 2006 — 2008
MPA, Management and Finance
Columbia University in the City of New York 1996 — 2000
BA, History/Sociology
Deloitte Consulting September 2008 - Present
Columbia University July 2007 - August 2008
Columbia University September 2005 - July 2007
JP Morgan February 2005 - September 2005
Stiftelsen Fullriggeren Sorlandet August 2004 - October 2004
Picton Castle April 2003 - August 2004
UBS July 2000 - June 2002
Skills
Business Process..., Financial Analysis, Management Consulting, Financial Modeling, Strategy, Valuation, Mergers & Acquisitions, Corporate Finance, Acquisition Integration, Private Equity, Strategic Consulting, Organizational Design, Business Transformation, Corporate Development, Due Diligence, Strategic Planning
Education
Columbia University - School of International and Public Affairs 2006 — 2008
MPA, Management and Finance
Columbia University in the City of New York 1996 — 2000
BA, History/Sociology
Nisha McGreevy Nisha McGreevy's J.P. Morgan Experience September 1991 - June 2006
Job Senior Managing Director at Atlas Strategic Advisors, LLC
Industry Investment Banking
Experience
Atlas Strategic Advisors, LLC January 2013 - Present
St. Luke's School June 2010 - Present
Barclays Capital September 2008 - August 2011
Film Forum June 1998 - June 2011
Lehman Brothers June 2006 - September 2008
JP Morgan September 1991 - June 2006
Skills
Corporate Finance, Strategic Business..., Strategic Planning, Non-profit..., Investment Banking, Board of Director..., Management, Consumer Products, Private Equity, Capital Markets, Board of Directors, Fixed Income, Mergers & Acquisitions, Financial Modeling, Venture Capital, Leveraged Finance, LBO, Corporate Development, Valuation, Equities
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
University of Virginia 1983 — 1987
B.S., Finance and Marketing
Atlas Strategic Advisors, LLC January 2013 - Present
St. Luke's School June 2010 - Present
Barclays Capital September 2008 - August 2011
Film Forum June 1998 - June 2011
Lehman Brothers June 2006 - September 2008
JP Morgan September 1991 - June 2006
Skills
Corporate Finance, Strategic Business..., Strategic Planning, Non-profit..., Investment Banking, Board of Director..., Management, Consumer Products, Private Equity, Capital Markets, Board of Directors, Fixed Income, Mergers & Acquisitions, Financial Modeling, Venture Capital, Leveraged Finance, LBO, Corporate Development, Valuation, Equities
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance and Accounting
University of Virginia 1983 — 1987
B.S., Finance and Marketing
Ankit Mehta Ankit Mehta's J.P. Morgan Experience March 2010 - Present
Job Associate at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan March 2010 - Present
ICAP, Columbia Medical School May 2009 - December 2009
On Investments June 2009 - September 2009
Alcatel-Lucent Bell Labs June 2009 - September 2009
Columbia University January 2009 - May 2009
Columbia Business School March 2009 - April 2009
Virtual Synaptics August 2006 - July 2008
IIT Madras August 2005 - December 2005
Tata Consultancy Service May 2005 - August 2005
Teksoft WLL May 2004 - August 2004
Education
Columbia Engineering 2008 — 2010
Master of Science, Computer Science
Indian Institute of Technology, Madras 2002 — 2006
Bachelor Of Technology, Computer Science and Engineering
JP Morgan March 2010 - Present
ICAP, Columbia Medical School May 2009 - December 2009
On Investments June 2009 - September 2009
Alcatel-Lucent Bell Labs June 2009 - September 2009
Columbia University January 2009 - May 2009
Columbia Business School March 2009 - April 2009
Virtual Synaptics August 2006 - July 2008
IIT Madras August 2005 - December 2005
Tata Consultancy Service May 2005 - August 2005
Teksoft WLL May 2004 - August 2004
Education
Columbia Engineering 2008 — 2010
Master of Science, Computer Science
Indian Institute of Technology, Madras 2002 — 2006
Bachelor Of Technology, Computer Science and Engineering
Karen Sharf, CFA Karen Sharf, CFA's J.P. Morgan Experience 1994 - 2005
Job Corporate Banking
Industry Financial Services
Experience
Federal Reserve Bank of New York December 2010 - Present
JP Morgan Chase June 2008 - March 2010
JP Morgan Chase October 2005 - June 2008
JP Morgan 1994 - 2005
JP Morgan 1992 - 1994
JP Morgan 1988 - 1992
Skills
Fixed Income, Commercial Banking, Collateral Management, Wealth Management, Investment Banking, FX Options, Capital Markets, Financial Analysis, Hedge Funds, Financial Structuring, Credit Risk, Credit Analysis, Securities Lending, Structured Finance, Asset Allocation, Structured Products, Credit, Securities, Derivatives, Asset Managment, Equities, Treasury Management, Valuation, Bloomberg, Banking, Loans, Financial Services, Equity Research, Finance, Portfolio Management, Financial Modeling, Financial Risk, Investments, Risk Management, Securitization, Private Equity, Corporate Finance, Emerging Markets, Alternative Investments, Cash Management, Financial Institutions, Bonds, Leveraged Finance, Financial Markets
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
St. Lawrence University
B.A., Liberal Arts
Federal Reserve Bank of New York December 2010 - Present
JP Morgan Chase June 2008 - March 2010
JP Morgan Chase October 2005 - June 2008
JP Morgan 1994 - 2005
JP Morgan 1992 - 1994
JP Morgan 1988 - 1992
Skills
Fixed Income, Commercial Banking, Collateral Management, Wealth Management, Investment Banking, FX Options, Capital Markets, Financial Analysis, Hedge Funds, Financial Structuring, Credit Risk, Credit Analysis, Securities Lending, Structured Finance, Asset Allocation, Structured Products, Credit, Securities, Derivatives, Asset Managment, Equities, Treasury Management, Valuation, Bloomberg, Banking, Loans, Financial Services, Equity Research, Finance, Portfolio Management, Financial Modeling, Financial Risk, Investments, Risk Management, Securitization, Private Equity, Corporate Finance, Emerging Markets, Alternative Investments, Cash Management, Financial Institutions, Bonds, Leveraged Finance, Financial Markets
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
St. Lawrence University
B.A., Liberal Arts
Rajen Shah Rajen Shah's J.P. Morgan Experience 1999 - 2001
Job
Industry Investment Management
Experience
CastleRock Management 2010 - 2013
Post Road Capital Management 2004 - 2009
Lipe & Co. / Molecular Securities 2003 - 2004
Lipe & Co. / Molecular Securities 2001 - 2002
JP Morgan 1999 - 2001
Schroders 1999 - 2000
Accenture 1997 - 1999
Skills
Value Investing, Special Situations, Event Driven, Portfolio Management, Hedge Funds, Industrials, Equities, Investment Banking, Investments, Securities, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 2002 — 2003
MBA
Cornell University 1992 — 1996
BS
CastleRock Management 2010 - 2013
Post Road Capital Management 2004 - 2009
Lipe & Co. / Molecular Securities 2003 - 2004
Lipe & Co. / Molecular Securities 2001 - 2002
JP Morgan 1999 - 2001
Schroders 1999 - 2000
Accenture 1997 - 1999
Skills
Value Investing, Special Situations, Event Driven, Portfolio Management, Hedge Funds, Industrials, Equities, Investment Banking, Investments, Securities, Mergers & Acquisitions, Venture Capital
Education
Columbia University - Columbia Business School 2002 — 2003
MBA
Cornell University 1992 — 1996
BS
Chauncey Jones Chauncey Jones's J.P. Morgan Experience April 1993 - April 1999
Job Associate Director, Design & Construction, Global Real Estate at Verizon
Industry Commercial Real Estate
Experience
Verizon May 2013 - Present
Chauncey F. Jones AIA, LLC 2009 - Present
Deloitte June 2003 - February 2009
Chauncey F Jones AIA, LLC April 2002 - May 2003
Gensler May 1999 - March 2002
JP Morgan April 1993 - April 1999
GTE July 1986 - March 1993
Pitney Bowes March 1984 - July 1986
Edward Durell Stone Associates Architect October 1983 - February 1984
Frank Aquila Architect June 1976 - September 1983
Skills
Architecture, Project Management, Facilities Management, Leadership, Real Estate Development, LEED AP, Mixed-use, Sustainability, Construction Management, LEED, Real Estate, Design Research, Architectural Design, Green Building, Feasibility Studies, Strategic Planning, Project Planning, Process Scheduler, Management, Program Management, Space planning, Comprehensive Planning, Construction, Budgets, Sustainable Design, Contract Management, MS Project
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1975 — 1976
MS Architecture & Urban Design
Cornell University 1970 — 1975
Bachelor of Architecture, Architecture
Erasmus Hall High School 1966 — 1970
Academic
Verizon May 2013 - Present
Chauncey F. Jones AIA, LLC 2009 - Present
Deloitte June 2003 - February 2009
Chauncey F Jones AIA, LLC April 2002 - May 2003
Gensler May 1999 - March 2002
JP Morgan April 1993 - April 1999
GTE July 1986 - March 1993
Pitney Bowes March 1984 - July 1986
Edward Durell Stone Associates Architect October 1983 - February 1984
Frank Aquila Architect June 1976 - September 1983
Skills
Architecture, Project Management, Facilities Management, Leadership, Real Estate Development, LEED AP, Mixed-use, Sustainability, Construction Management, LEED, Real Estate, Design Research, Architectural Design, Green Building, Feasibility Studies, Strategic Planning, Project Planning, Process Scheduler, Management, Program Management, Space planning, Comprehensive Planning, Construction, Budgets, Sustainable Design, Contract Management, MS Project
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1975 — 1976
MS Architecture & Urban Design
Cornell University 1970 — 1975
Bachelor of Architecture, Architecture
Erasmus Hall High School 1966 — 1970
Academic
Sara Bonesteel Sara Bonesteel's J.P. Morgan Experience June 2008 - September 2008
Job Managing Director, Head of Portfolio Strategy, CIO Group at Prudential Financial
Industry Financial Services
Experience
Prudential Financial December 2013 - Present
Prudential Financial February 2013 - Present
Prudential Financial September 2008 - February 2013
JP Morgan June 2008 - September 2008
Bear Stearns 1992 - 2008
Skills
Fixed Income, Structuring, Structured Finance, Structured Products, Hedge Funds, Capital Markets, Securitization, Alternative Investments, Derivatives, Asset Managment, Bonds, Credit Derivatives, Portfolio Management, Investments, Financial Structuring, Credit, Investment Banking, Securities, Asset Management, Financial Markets, Financial Risk, MBS, ABS
Education
Columbia University - Columbia Business School 1988 — 1990
MBA
Georgetown University 1981 — 1985
AB, English
Prudential Financial December 2013 - Present
Prudential Financial February 2013 - Present
Prudential Financial September 2008 - February 2013
JP Morgan June 2008 - September 2008
Bear Stearns 1992 - 2008
Skills
Fixed Income, Structuring, Structured Finance, Structured Products, Hedge Funds, Capital Markets, Securitization, Alternative Investments, Derivatives, Asset Managment, Bonds, Credit Derivatives, Portfolio Management, Investments, Financial Structuring, Credit, Investment Banking, Securities, Asset Management, Financial Markets, Financial Risk, MBS, ABS
Education
Columbia University - Columbia Business School 1988 — 1990
MBA
Georgetown University 1981 — 1985
AB, English
Barbara Magnoni Barbara Magnoni's J.P. Morgan Experience 1994 - 1997
Job President at EA Consultants and Owner, EA Consultants
Industry Management Consulting
Experience
EA Consultants December 2006 - Present
Banyan Global (formerly GMI) March 2002 - June 2006
EMPOWER-The Emerging Markets Foundation March 2000 - February 2002
BBVA 1997 - 2000
JP Morgan 1994 - 1997
Goldman Sachs May 1994 - December 1994
Women's World Banking 1993 - 1993
Skills
Business Strategy, Management Consulting, Account Management, Strategic Planning, Business Planning, Emerging Markets, Microfinance, Microinsurance, Health Insurance, Health Financing, Market Analysis, Knowledge Management, Research, Microfinanzas, Microseguros, Delivery of financial..., Immigrant financial..., Health Systems, Latin America, espanol, Risk Management, Program Management, Micro Insurance, Spanish, International..., Portfolio Management, Private Equity, Social Entrepreneurship, Health Economics, Corporate Finance, Investments, Entrepreneurship, Capital Markets, Economic Development, Social Impact, Strategy, Economics, Management, CRM, Venture Capital, International Business, Financial Services, Financial Modeling, Start-ups, Public/private..., Finance
Education
Columbia University - School of International and Public Affairs 1992 — 1994
Masters in International Affairs, Economic and Political Development/Finance
Riverdale Country School 1982 — 1986
High School
Tufts University 1982 — 1986
B.A., Economics, Spanish and Latin American Studies
Trevor Day school
EA Consultants December 2006 - Present
Banyan Global (formerly GMI) March 2002 - June 2006
EMPOWER-The Emerging Markets Foundation March 2000 - February 2002
BBVA 1997 - 2000
JP Morgan 1994 - 1997
Goldman Sachs May 1994 - December 1994
Women's World Banking 1993 - 1993
Skills
Business Strategy, Management Consulting, Account Management, Strategic Planning, Business Planning, Emerging Markets, Microfinance, Microinsurance, Health Insurance, Health Financing, Market Analysis, Knowledge Management, Research, Microfinanzas, Microseguros, Delivery of financial..., Immigrant financial..., Health Systems, Latin America, espanol, Risk Management, Program Management, Micro Insurance, Spanish, International..., Portfolio Management, Private Equity, Social Entrepreneurship, Health Economics, Corporate Finance, Investments, Entrepreneurship, Capital Markets, Economic Development, Social Impact, Strategy, Economics, Management, CRM, Venture Capital, International Business, Financial Services, Financial Modeling, Start-ups, Public/private..., Finance
Education
Columbia University - School of International and Public Affairs 1992 — 1994
Masters in International Affairs, Economic and Political Development/Finance
Riverdale Country School 1982 — 1986
High School
Tufts University 1982 — 1986
B.A., Economics, Spanish and Latin American Studies
Trevor Day school
Eric Gelb Eric Gelb's J.P. Morgan Experience March 1998 - June 2002
Job Director of Business Development O'Connor Davies Financial Services
Industry Financial Services
Experience
O'Connor Davies Financial Services & ODB Fund Services LLC January 2006 - Present
Emerging Payments Technologies, Inc. April 2006 - July 2011
Connectors Capital Advisors, LLC September 2005 - July 2009
Inner Circle Sports - Fortress Investment Group February 2005 - August 2005
Citigroup's Citicapital Bankers Leasing March 2003 - February 2005
JP Morgan March 1998 - June 2002
Citicorp/Citigroup June 1989 - March 1998
PricewaterhouseCoopers 1984 - 1987
Skills
Structured Finance, Portfolio Management, Private Equity, Asset Managment, Hedge Funds, Alternative Investments, Capital Markets, Corporate Finance, Investments, Financial Structuring, Financial Services, Funding, Asset Management, Restructuring, Business Development, Financial Advisory, Loans, Start-ups, Project Finance, Equities, Securitization, Accounting, Fund Administration, Valuation, Fund Of Funds, Due Diligence
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing & Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Finance & Accounting
Wharton Business School 1980 — 1984
BS Economics, Accounting and Finance
G.W. Hewlett High School 1977 — 1980
Baruch Executive On Campus
Baruch Executive On Campus
Baruch Executive On Campus
O'Connor Davies Financial Services & ODB Fund Services LLC January 2006 - Present
Emerging Payments Technologies, Inc. April 2006 - July 2011
Connectors Capital Advisors, LLC September 2005 - July 2009
Inner Circle Sports - Fortress Investment Group February 2005 - August 2005
Citigroup's Citicapital Bankers Leasing March 2003 - February 2005
JP Morgan March 1998 - June 2002
Citicorp/Citigroup June 1989 - March 1998
PricewaterhouseCoopers 1984 - 1987
Skills
Structured Finance, Portfolio Management, Private Equity, Asset Managment, Hedge Funds, Alternative Investments, Capital Markets, Corporate Finance, Investments, Financial Structuring, Financial Services, Funding, Asset Management, Restructuring, Business Development, Financial Advisory, Loans, Start-ups, Project Finance, Equities, Securitization, Accounting, Fund Administration, Valuation, Fund Of Funds, Due Diligence
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Marketing & Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Finance & Accounting
Wharton Business School 1980 — 1984
BS Economics, Accounting and Finance
G.W. Hewlett High School 1977 — 1980
Baruch Executive On Campus
Baruch Executive On Campus
Baruch Executive On Campus
Oliver Herzfeld's J.P. Morgan Experience 1993 - 1999
Job General Counsel of Beanstalk, an Omnicomowned agency and global brand extension consultancy
Industry Law Practice
Experience
The Beanstalk Group 2003 - Present
w-Technologies 2000 - 2002
Capco 1999 - 2000
JP Morgan 1993 - 1999
Sullivan & Cromwell LLP 1990 - 1993
InternationaI Systems Services - ISS 1984 - 1987
Skills
Commercial Transactions, Licensing, Representation..., Trademark/Brand License..., Software License..., Intellectual Property..., Employment Law, Employment Agreements, Separation Agreements, Confidentiality/Non-Soli..., Non-Disclosure..., Strategic Planning, Risk Management, Dispute Resolution, Corporate Law, Corporate Governance, Corporate Social..., Operating Agreements, Shareholder Agreements, Partnership Agreements, Joint Venture Agreements, Letters of Intent, Term Sheets, Finder Fee Agreements, Master Services..., Statements of Work, Professional Services..., Service Level Agreements, Software/Website/App/Con..., Hardware Purchase,..., Sub-Agent Agreements, Memorandum of..., Terms of Use/Terms of..., Privacy Policies, End User License..., Hosting Agreements, Application Service..., Software as a Service..., Publishing Agreements, Release Agreements, Settlement Agreements, Coexistence Agreements, Affiliate Agreements, Engagement Letter..., Advisory Services..., Marketing Agreements, Evaluation Agreements, Outsourcing Agreements, Distribution Agreements, Consulting Agreements
Education
Columbia University School of Law 1987 — 1990
J.D.
New York University 1981 — 1984
B.A., Major: Computer Science; Minor: Math
Ramaz 1977 — 1981
The Beanstalk Group 2003 - Present
w-Technologies 2000 - 2002
Capco 1999 - 2000
JP Morgan 1993 - 1999
Sullivan & Cromwell LLP 1990 - 1993
InternationaI Systems Services - ISS 1984 - 1987
Skills
Commercial Transactions, Licensing, Representation..., Trademark/Brand License..., Software License..., Intellectual Property..., Employment Law, Employment Agreements, Separation Agreements, Confidentiality/Non-Soli..., Non-Disclosure..., Strategic Planning, Risk Management, Dispute Resolution, Corporate Law, Corporate Governance, Corporate Social..., Operating Agreements, Shareholder Agreements, Partnership Agreements, Joint Venture Agreements, Letters of Intent, Term Sheets, Finder Fee Agreements, Master Services..., Statements of Work, Professional Services..., Service Level Agreements, Software/Website/App/Con..., Hardware Purchase,..., Sub-Agent Agreements, Memorandum of..., Terms of Use/Terms of..., Privacy Policies, End User License..., Hosting Agreements, Application Service..., Software as a Service..., Publishing Agreements, Release Agreements, Settlement Agreements, Coexistence Agreements, Affiliate Agreements, Engagement Letter..., Advisory Services..., Marketing Agreements, Evaluation Agreements, Outsourcing Agreements, Distribution Agreements, Consulting Agreements
Education
Columbia University School of Law 1987 — 1990
J.D.
New York University 1981 — 1984
B.A., Major: Computer Science; Minor: Math
Ramaz 1977 — 1981
Andrew Minkow's J.P. Morgan Experience December 1991 - March 1993
Job Chief Financial Officer and Director at Pioneer Power Solutions, Inc. (NASDAQ: PPSI)
Industry Electrical/Electronic Manufacturing
Experience
Pioneer Power Solutions, Inc. August 2010 - Present
MAST Consulting LLC April 2009 - August 2010
Morgan Joseph & Co. Inc. April 2001 - March 2009
ING Barings LLC (f/k/a Furman Selz) May 1997 - July 2001
Commonwealth Associates June 1995 - June 1996
Laidlaw Holdings March 1993 - June 1995
JP Morgan December 1991 - March 1993
Skills
Investment Banking, Private Equity, Business Strategy, Valuation, Corporate Finance, Corporate Development, Financial Modeling, Business Development, Capital Markets, Due Diligence, Equities, Finance, IPO, Investments, M, Mergers, Restructuring, Strategy, Venture Capital
Education
Columbia Business School 1996 — 1998
MBA, Finance
Cornell University 1987 — 1991
BA, Government
Pioneer Power Solutions, Inc. August 2010 - Present
MAST Consulting LLC April 2009 - August 2010
Morgan Joseph & Co. Inc. April 2001 - March 2009
ING Barings LLC (f/k/a Furman Selz) May 1997 - July 2001
Commonwealth Associates June 1995 - June 1996
Laidlaw Holdings March 1993 - June 1995
JP Morgan December 1991 - March 1993
Skills
Investment Banking, Private Equity, Business Strategy, Valuation, Corporate Finance, Corporate Development, Financial Modeling, Business Development, Capital Markets, Due Diligence, Equities, Finance, IPO, Investments, M, Mergers, Restructuring, Strategy, Venture Capital
Education
Columbia Business School 1996 — 1998
MBA, Finance
Cornell University 1987 — 1991
BA, Government
Michael Vieten, CFA Michael Vieten, CFA's J.P. Morgan Experience June 2008 - August 2008
Job
Industry Internet
Experience
Stifel Financial Corp. May 2013 - August 2013
Cowen and Company October 2010 - May 2013
FactSet Research Systems June 2009 - October 2010
Clear Asset Management May 2007 - May 2009
JP Morgan June 2008 - August 2008
Bear Stearns May 2006 - August 2006
Fort Monmouth Intelligence and Information Warfare Directorate June 2005 - August 2005
Skills
Restaurants, Restaurant Management, Entrepreneurship, Leadership, Food, Food & Beverage, Management, Financial Modeling, Business Strategy, Problem Solving, Business Development, Start-ups, Business Planning, Data Analysis, Valuation, Financial Analysis, Account Management, Chartered Financial..., Investments, Equities, Equity Research, Investment Management, Capital Markets, Securities, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
Bachelor of Science
Stifel Financial Corp. May 2013 - August 2013
Cowen and Company October 2010 - May 2013
FactSet Research Systems June 2009 - October 2010
Clear Asset Management May 2007 - May 2009
JP Morgan June 2008 - August 2008
Bear Stearns May 2006 - August 2006
Fort Monmouth Intelligence and Information Warfare Directorate June 2005 - August 2005
Skills
Restaurants, Restaurant Management, Entrepreneurship, Leadership, Food, Food & Beverage, Management, Financial Modeling, Business Strategy, Problem Solving, Business Development, Start-ups, Business Planning, Data Analysis, Valuation, Financial Analysis, Account Management, Chartered Financial..., Investments, Equities, Equity Research, Investment Management, Capital Markets, Securities, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
Bachelor of Science
Dana Hork Dana Hork's J.P. Morgan Experience September 2002 - April 2010
Job Director of Membership, Jet.com
Industry Venture Capital & Private Equity
Experience
Jet.com October 2014 - Present
High Peaks Venture Partners September 2014 - October 2014
REFINE June 2013 - September 2014
Bonobos 2012 - 2012
PepsiCo May 2011 - August 2011
JP Morgan September 2002 - April 2010
Skills
Entrepreneurship, Marketing, Business Strategy, Leadership, Start-ups
Education
Harvard Business School 2010 — 2012
MBA
Columbia University - School of International and Public Affairs 2005 — 2007
MPA, International Economic Policy
University of Pennsylvania 1998 — 2002
BA, Economics, Communication
Hopkins High School 1996 — 1998
The Blake School 1985 — 1995
Jet.com October 2014 - Present
High Peaks Venture Partners September 2014 - October 2014
REFINE June 2013 - September 2014
Bonobos 2012 - 2012
PepsiCo May 2011 - August 2011
JP Morgan September 2002 - April 2010
Skills
Entrepreneurship, Marketing, Business Strategy, Leadership, Start-ups
Education
Harvard Business School 2010 — 2012
MBA
Columbia University - School of International and Public Affairs 2005 — 2007
MPA, International Economic Policy
University of Pennsylvania 1998 — 2002
BA, Economics, Communication
Hopkins High School 1996 — 1998
The Blake School 1985 — 1995
Stephen Masto, CFA Stephen Masto, CFA's J.P. Morgan Experience July 2000 - October 2002
Job Financial Services Professional
Industry Financial Services
Experience
Merriman Curhan Ford & Co. June 2006 - August 2008
Indepenent Financial Consultant February 2004 - June 2006
JP Morgan July 2000 - October 2002
Dresdner Kleinwort August 1998 - June 2000
Price Waterhouse October 1993 - December 1996
Skills
Investment Banking, Valuation, Venture Capital, Mergers, Investments, Fluent Spanish, Basic Russian, Basic Czech, Budgeting, Financial Modeling, Financial Analysis, Capital Structure, Capital Raises, Technology Sector, Telecom Sector, Cleantech Sector, Mergers & Acquisitions, Telecommunications, Capital Markets, Start-ups
Education
Columbia University - Columbia Business School
MBA
Georgetown University
BS
Merriman Curhan Ford & Co. June 2006 - August 2008
Indepenent Financial Consultant February 2004 - June 2006
JP Morgan July 2000 - October 2002
Dresdner Kleinwort August 1998 - June 2000
Price Waterhouse October 1993 - December 1996
Skills
Investment Banking, Valuation, Venture Capital, Mergers, Investments, Fluent Spanish, Basic Russian, Basic Czech, Budgeting, Financial Modeling, Financial Analysis, Capital Structure, Capital Raises, Technology Sector, Telecom Sector, Cleantech Sector, Mergers & Acquisitions, Telecommunications, Capital Markets, Start-ups
Education
Columbia University - Columbia Business School
MBA
Georgetown University
BS
Joe Plank Joe Plank's J.P. Morgan Experience July 2013 - Present
Job JPM Private Bank
Industry Investment Management
Experience
J.P. Morgan July 2013 - Present
Flintlock Capital Asset Management, LLC March 2011 - October 2012
JP Morgan May 2010 - March 2011
Tower Capital Asset Management L.P. June 2008 - July 2009
United States Air Force November 2006 - June 2008
United States Air Force May 2003 - November 2006
Skills
Hedge Funds, Military, Security Clearance, Financial Modeling, Strategic Planning
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
United States Air Force Academy 1999 — 2003
BS, Business Management
J.P. Morgan July 2013 - Present
Flintlock Capital Asset Management, LLC March 2011 - October 2012
JP Morgan May 2010 - March 2011
Tower Capital Asset Management L.P. June 2008 - July 2009
United States Air Force November 2006 - June 2008
United States Air Force May 2003 - November 2006
Skills
Hedge Funds, Military, Security Clearance, Financial Modeling, Strategic Planning
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
United States Air Force Academy 1999 — 2003
BS, Business Management
Leonard Hudson Leonard Hudson's J.P. Morgan Experience January 2014 - Present
Job Associate at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan January 2014 - Present
J.P. Morgan June 2010 - December 2013
J.P. Morgan June 2006 - June 2010
Skills
Derivatives, Investment Banking, Equities, Financial Analysis, Financial Services, Investments, Finance, Financial Markets, Bloomberg, Marketing, Fixed Income, Leadership, Trading, Capital Markets, Business Strategy, Management, Banking, Hedge Funds, Mutual Funds, Asset Management, Commodity, Strategic Planning, Microsoft Excel, Options, Strategy, Securities, Project Management, Microsoft Office, Financial Modeling, Analysis, Operating Models, Financial Reporting, Futures Trading, Sales, Operational Strategy, Change Management, Process Improvement, Strategic Insights, Business Insights
Education
Loyola University Chicago Quinlan School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Columbia College Chicago 2005 — 2008
B.A., Art, Entertainment, and Media Management
Hennepin Technical College 2003 — 2005
Associate of Arts and Sciences (AAS), Audio Production
JP Morgan January 2014 - Present
J.P. Morgan June 2010 - December 2013
J.P. Morgan June 2006 - June 2010
Skills
Derivatives, Investment Banking, Equities, Financial Analysis, Financial Services, Investments, Finance, Financial Markets, Bloomberg, Marketing, Fixed Income, Leadership, Trading, Capital Markets, Business Strategy, Management, Banking, Hedge Funds, Mutual Funds, Asset Management, Commodity, Strategic Planning, Microsoft Excel, Options, Strategy, Securities, Project Management, Microsoft Office, Financial Modeling, Analysis, Operating Models, Financial Reporting, Futures Trading, Sales, Operational Strategy, Change Management, Process Improvement, Strategic Insights, Business Insights
Education
Loyola University Chicago Quinlan School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Columbia College Chicago 2005 — 2008
B.A., Art, Entertainment, and Media Management
Hennepin Technical College 2003 — 2005
Associate of Arts and Sciences (AAS), Audio Production
Dick Taggart Dick Taggart's J.P. Morgan Experience 1998 - 2001
Job EVP; Investment Manager Services, State Street
Industry Financial Services
Experience
State Street March 2012 - Present
AllianceBernstein February 2008 - January 2012
DTCC 2009 - 2012
Morgan Stanley 1984 - 2008
Progeon (Infosys BPO) 2003 - 2004
Process Dynamics 2001 - 2003
JP Morgan 1998 - 2001
Greenwich Associates 1988 - 1990
Skills
Organizational..., Operations Management, Re-engineering
Education
Columbia Engineering 1983 — 1985
MS, Industrial Engineering
St. Lawrence University 1979 — 1983
BS, Mathematics
State Street March 2012 - Present
AllianceBernstein February 2008 - January 2012
DTCC 2009 - 2012
Morgan Stanley 1984 - 2008
Progeon (Infosys BPO) 2003 - 2004
Process Dynamics 2001 - 2003
JP Morgan 1998 - 2001
Greenwich Associates 1988 - 1990
Skills
Organizational..., Operations Management, Re-engineering
Education
Columbia Engineering 1983 — 1985
MS, Industrial Engineering
St. Lawrence University 1979 — 1983
BS, Mathematics
Stefan Anninger Stefan Anninger's J.P. Morgan Experience 2005 - 2006
Job
Industry Telecommunications
Experience
Charter Communications 2013 - Present
Credit Suisse 2010 - 2013
Credit Suisse 2008 - 2010
Bear Stearns & Co Inc. 2006 - 2008
JP Morgan 2005 - 2006
Showtime Networks 1999 - 2005
Skills
Financial Modeling, Telecommunications, Equity Research
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
University of Michigan
Bachelor’s Degree
Charter Communications 2013 - Present
Credit Suisse 2010 - 2013
Credit Suisse 2008 - 2010
Bear Stearns & Co Inc. 2006 - 2008
JP Morgan 2005 - 2006
Showtime Networks 1999 - 2005
Skills
Financial Modeling, Telecommunications, Equity Research
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
University of Michigan
Bachelor’s Degree
John R. Campbell John R. Campbell's J.P. Morgan Experience March 1973 - March 1989
Job Founder & CEO, JRC Advisors
Industry Management Consulting
Experience
JRC Advisors March 2013 - Present
Department of Defense July 2010 - March 2013
MyVetwork 2006 - October 2010
Wf360 June 1999 - June 2006
Credit Suisse August 1991 - May 1999
JP Morgan March 1973 - March 1989
Chemical Bank January 1971 - May 1972
United States Marine Corps January 1967 - May 1970
Skills
Leadership, Program Management, Team Building, Public Speaking, DoD, Nonprofits, Government, Community Outreach, Leadership Development, Budgets, Policy, Federal Government, Security Clearance, Military, National Security, Training, Defense, Management, Strategic Planning, Banking, Financial Analysis, Homeland Security, Event Management, Executive Management, Public Policy, Crisis Management, Non-profits, Army, Strategic Leadership, Organizational..., Healthcare, Finance, Government Contracting, Career Counseling, Social Media, Intelligence, Operational Planning, Customer Service, Event Planning, Research, Organizational..., Entrepreneurship, Conflict Resolution, Command
Education
Columbia University - Columbia Business School 1972 — 1973
MBA, Finance
Georgetown University - The McDonough School of Business 1962 — 1966
Bachelor of Science, Finance
JRC Advisors March 2013 - Present
Department of Defense July 2010 - March 2013
MyVetwork 2006 - October 2010
Wf360 June 1999 - June 2006
Credit Suisse August 1991 - May 1999
JP Morgan March 1973 - March 1989
Chemical Bank January 1971 - May 1972
United States Marine Corps January 1967 - May 1970
Skills
Leadership, Program Management, Team Building, Public Speaking, DoD, Nonprofits, Government, Community Outreach, Leadership Development, Budgets, Policy, Federal Government, Security Clearance, Military, National Security, Training, Defense, Management, Strategic Planning, Banking, Financial Analysis, Homeland Security, Event Management, Executive Management, Public Policy, Crisis Management, Non-profits, Army, Strategic Leadership, Organizational..., Healthcare, Finance, Government Contracting, Career Counseling, Social Media, Intelligence, Operational Planning, Customer Service, Event Planning, Research, Organizational..., Entrepreneurship, Conflict Resolution, Command
Education
Columbia University - Columbia Business School 1972 — 1973
MBA, Finance
Georgetown University - The McDonough School of Business 1962 — 1966
Bachelor of Science, Finance
Patrick Gillan Patrick Gillan's J.P. Morgan Experience May 2006 - July 2008
Job Director at Houlihan Lokey
Industry Commercial Real Estate
Experience
Houlihan Lokey May 2013 - Present
Houlihan Lokey August 2008 - April 2013
JP Morgan May 2006 - July 2008
JPMorgan 2006 - 2008
Conscience Bay Home, LLC January 2002 - April 2006
Ernst & Young 1996 - 2002
Ernst & Young Real Estate May 1996 - December 2001
Chemical Bank 1990 - 1994
Chemical Bank 1990 - 1994
Chubb Insurance 1986 - 1988
Skills
Real Estate, Real Estate Economics, Due Diligence, Investment Properties, Investment Banking, Residential Homes, Valuation
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Real Estate Finance / Marketing
State University of New York at Stony Brook 1981 — 1985
BA, Economics
Xavier High School 1977 — 1981
HS, General
St. Francis de Sales
St. Francis de Sales
St. Francis de Sales
Houlihan Lokey May 2013 - Present
Houlihan Lokey August 2008 - April 2013
JP Morgan May 2006 - July 2008
JPMorgan 2006 - 2008
Conscience Bay Home, LLC January 2002 - April 2006
Ernst & Young 1996 - 2002
Ernst & Young Real Estate May 1996 - December 2001
Chemical Bank 1990 - 1994
Chemical Bank 1990 - 1994
Chubb Insurance 1986 - 1988
Skills
Real Estate, Real Estate Economics, Due Diligence, Investment Properties, Investment Banking, Residential Homes, Valuation
Education
Columbia University - Columbia Business School 1988 — 1990
MBA, Real Estate Finance / Marketing
State University of New York at Stony Brook 1981 — 1985
BA, Economics
Xavier High School 1977 — 1981
HS, General
St. Francis de Sales
St. Francis de Sales
St. Francis de Sales
Larry Roseman's J.P. Morgan Experience June 2008 - February 2009
Job Corporate Development at eBay
Industry Internet
Experience
eBay Inc March 2015 - Present
eBay Inc April 2013 - Present
Guggenheim Securities, LLC June 2009 - March 2013
JP Morgan June 2008 - February 2009
Bear Stearns August 2001 - May 2008
Donaldson, Lufkin & Jenrette 2000 - 2000
Ernst & Young 1995 - 2000
Skills
Corporate Development, Mergers & Acquisitions, Valuation, Strategy, Investment Banking, Due Diligence, Financial Modeling, Corporate Finance, Financial Projection, Accounting, Auditing, Capital Markets, Capital Allocation, Investments, Private Equity, E-commerce, Payments, Media, Digital Media, TMT, Financial Statement..., Financial Analysis
Education
Columbia University - Columbia Business School
MBA
London School of Economics and Political Science
Study Abroad
State University of New York at Buffalo
BS, Accounting
eBay Inc March 2015 - Present
eBay Inc April 2013 - Present
Guggenheim Securities, LLC June 2009 - March 2013
JP Morgan June 2008 - February 2009
Bear Stearns August 2001 - May 2008
Donaldson, Lufkin & Jenrette 2000 - 2000
Ernst & Young 1995 - 2000
Skills
Corporate Development, Mergers & Acquisitions, Valuation, Strategy, Investment Banking, Due Diligence, Financial Modeling, Corporate Finance, Financial Projection, Accounting, Auditing, Capital Markets, Capital Allocation, Investments, Private Equity, E-commerce, Payments, Media, Digital Media, TMT, Financial Statement..., Financial Analysis
Education
Columbia University - Columbia Business School
MBA
London School of Economics and Political Science
Study Abroad
State University of New York at Buffalo
BS, Accounting
Dionne Gumbs Dionne Gumbs's J.P. Morgan Experience September 2007 - 2010
Job Senior Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust January 2015 - Present
Wealthrive, Inc. April 2013 - 2015
Bernstein Global Wealth Management 2010 - 2013
JP Morgan September 2007 - 2010
Lone Pine Capital 2002 - 2005
SEI 2000 - 2002
Skills
Asset Managment, Hedge Funds, Financial Services, Equities, Investor Relations, Investments, Estate Planning, Alternative Investments, Fixed Income, Capital Markets, Series 7, Securities, Wealth Management, Multi-generational..., Stock Management, Asset Management, Mentoring, Asset Allocation, Venture Capital, Investment Strategies, Investment Advisory, Investment Management
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 1996 — 2000
BA
Poly Prep
U.S. Trust January 2015 - Present
Wealthrive, Inc. April 2013 - 2015
Bernstein Global Wealth Management 2010 - 2013
JP Morgan September 2007 - 2010
Lone Pine Capital 2002 - 2005
SEI 2000 - 2002
Skills
Asset Managment, Hedge Funds, Financial Services, Equities, Investor Relations, Investments, Estate Planning, Alternative Investments, Fixed Income, Capital Markets, Series 7, Securities, Wealth Management, Multi-generational..., Stock Management, Asset Management, Mentoring, Asset Allocation, Venture Capital, Investment Strategies, Investment Advisory, Investment Management
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 1996 — 2000
BA
Poly Prep
Jamie Cohan Jamie Cohan's J.P. Morgan Experience 1994 - 1995
Job Entrepreneur, CEO, CFO for online private capital exchange and web analytics companies
Industry Venture Capital & Private Equity
Experience
AllRounds Inc November 2011 - Present
Shelfbucks January 2015 - Present
Venture capital Investor January 2004 - 2015
Mid Market Group January 2003 - May 2005
Round1 1999 - 2001
Round1 USA 1999 - 2001
Andromedia 1995 - 1999
JP Morgan 1994 - 1995
JP Morgan 1992 - 1994
Skills
Venture Capital, Private Equity, Start-ups, SaaS, Finance, Entrepreneurship, Portfolio Management, Mergers, Securities, Options, Corporate Development, Investment Banking, Investments, Due Diligence, Asset Managment, Angel Investing, Turn Around Management, Valuation, Corporate Finance, Trading, Investor in Penumbra...
Education
Columbia Business School 1990 — 1992
MBA, Finance
University of California, Berkeley 1983 — 1988
BS, Applied Math, Computer Science
Phillips Academy Andover 1980 — 1983
AllRounds Inc November 2011 - Present
Shelfbucks January 2015 - Present
Venture capital Investor January 2004 - 2015
Mid Market Group January 2003 - May 2005
Round1 1999 - 2001
Round1 USA 1999 - 2001
Andromedia 1995 - 1999
JP Morgan 1994 - 1995
JP Morgan 1992 - 1994
Skills
Venture Capital, Private Equity, Start-ups, SaaS, Finance, Entrepreneurship, Portfolio Management, Mergers, Securities, Options, Corporate Development, Investment Banking, Investments, Due Diligence, Asset Managment, Angel Investing, Turn Around Management, Valuation, Corporate Finance, Trading, Investor in Penumbra...
Education
Columbia Business School 1990 — 1992
MBA, Finance
University of California, Berkeley 1983 — 1988
BS, Applied Math, Computer Science
Phillips Academy Andover 1980 — 1983
Chuanfeng Wang Chuanfeng Wang's J.P. Morgan Experience 2008 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan 2008 - Present
Education
Columbia University - Columbia Business School 1998 — 1999
Master, Engineering
JP Morgan 2008 - Present
Education
Columbia University - Columbia Business School 1998 — 1999
Master, Engineering
Kevin Rudden's J.P. Morgan Experience February 2011 - Present
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan February 2011 - Present
diNeila Brazil 2009 - February 2011
IBM Global Business Services 2007 - 2009
JP Morgan 2005 - 2006
IBM Global Services 1995 - 2003
Skills
Valuation, Financial Modeling, Business Development, Finance, Investment Banking, Private Equity, Corporate Finance, Venture Capital, Capital Markets, Equities, Due Diligence, Fixed Income, Hedge Funds, Asset Management, Emerging Markets, Investments, Mergers
Education
Columbia University - Columbia Business School 2004 — 2005
MBA, Finance
University of Virginia 1991 — 1995
BS EE, Electrical and Computer Engineering
J.P. Morgan February 2011 - Present
diNeila Brazil 2009 - February 2011
IBM Global Business Services 2007 - 2009
JP Morgan 2005 - 2006
IBM Global Services 1995 - 2003
Skills
Valuation, Financial Modeling, Business Development, Finance, Investment Banking, Private Equity, Corporate Finance, Venture Capital, Capital Markets, Equities, Due Diligence, Fixed Income, Hedge Funds, Asset Management, Emerging Markets, Investments, Mergers
Education
Columbia University - Columbia Business School 2004 — 2005
MBA, Finance
University of Virginia 1991 — 1995
BS EE, Electrical and Computer Engineering
Abigail Skidmore's J.P. Morgan Experience September 2000 - August 2002
Job Director
Industry Nonprofit Organization Management
Experience
Council on Foreign Relations September 2010 - June 2013
Robinson, Lerer & Montgomery June 2007 - September 2010
Council on Foreign Relations August 2002 - July 2005
JP Morgan September 2000 - August 2002
Education
Columbia University - Columbia Business School
MBA
Harvard University
AB
Council on Foreign Relations September 2010 - June 2013
Robinson, Lerer & Montgomery June 2007 - September 2010
Council on Foreign Relations August 2002 - July 2005
JP Morgan September 2000 - August 2002
Education
Columbia University - Columbia Business School
MBA
Harvard University
AB
Christian Mienert, CFA's J.P. Morgan Experience June 2006 - August 2006
Job Vice President, M&A
Industry Investment Banking
Experience
The Valence Group (specialized M&A advisory firm ) 2009 - Present
UBS Investment Bank 2007 - 2009
JP Morgan June 2006 - August 2006
Otto 2002 - 2005
Talent Development 1998 - 2005
University of the Federal Armed Forces 1997 - 1998
German Military Service 1995 - 1996
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Concentration: Finance
Universität Hamburg 1996 — 2001
MA, Concentrations: Cognitive Science, Statistics, GPA: 3.7
The Valence Group (specialized M&A advisory firm ) 2009 - Present
UBS Investment Bank 2007 - 2009
JP Morgan June 2006 - August 2006
Otto 2002 - 2005
Talent Development 1998 - 2005
University of the Federal Armed Forces 1997 - 1998
German Military Service 1995 - 1996
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Concentration: Finance
Universität Hamburg 1996 — 2001
MA, Concentrations: Cognitive Science, Statistics, GPA: 3.7
Arnold Kakuda's J.P. Morgan Experience 2001 - 2003
Job Senior Credit Analyst Banking Sector at Bloomberg LP
Industry Investment Management
Experience
Bloomberg LP 2015 - Present
Google 2013 - 2014
UBS Investment Bank 2008 - 2012
Cowen and Company 2007 - 2008
Lehman Brothers 2003 - 2005
JP Morgan 2001 - 2003
Arthur Andersen LLP 1999 - 2001
Skills
Valuation, Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Fixed Income, Bloomberg, Due Diligence, Credit Derivatives, Trading, Derivatives, DCF, Investment Banking, Investments, LBO, Mergers, Portfolio Management, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance, Management
Vassar College 1995 — 1999
BA, Economics
Bloomberg LP 2015 - Present
Google 2013 - 2014
UBS Investment Bank 2008 - 2012
Cowen and Company 2007 - 2008
Lehman Brothers 2003 - 2005
JP Morgan 2001 - 2003
Arthur Andersen LLP 1999 - 2001
Skills
Valuation, Equity Research, Financial Modeling, Equities, Capital Markets, Corporate Finance, Fixed Income, Bloomberg, Due Diligence, Credit Derivatives, Trading, Derivatives, DCF, Investment Banking, Investments, LBO, Mergers, Portfolio Management, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance, Management
Vassar College 1995 — 1999
BA, Economics
Frederick Joseph's J.P. Morgan Experience 1994 - 1999
Job Partner at America's Growth Capital
Industry Investment Banking
Experience
AGC partners 2006 - Present
SG Cowen & Co. 1999 - 2006
JP Morgan 1994 - 1999
Beechtree Capital Partners 1990 - 1993
Smith Barney 1988 - 1990
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, LBO, Valuation, Strategy, Venture Capital, Corporate Development, Mergers, Enterprise Software, Strategic Partnerships, Leadership
Education
Columbia University - Columbia Business School 1993 — 1995
Swarthmore College 1984 — 1988
BA
trinity school
AGC partners 2006 - Present
SG Cowen & Co. 1999 - 2006
JP Morgan 1994 - 1999
Beechtree Capital Partners 1990 - 1993
Smith Barney 1988 - 1990
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, LBO, Valuation, Strategy, Venture Capital, Corporate Development, Mergers, Enterprise Software, Strategic Partnerships, Leadership
Education
Columbia University - Columbia Business School 1993 — 1995
Swarthmore College 1984 — 1988
BA
trinity school
Anuj Manuja's J.P. Morgan Experience August 2008 - January 2011
Job at
Industry Financial Services
Experience
Goldman Sachs September 2014 - Present
Knight Capital Group July 2011 - February 2014
JP Morgan Chase January 2011 - July 2011
JP Morgan August 2008 - January 2011
Columbia University 2003 - 2008
Fastclick 2005 - 2005
Skills
Quantitative Finance, Commodity, Statistical Modeling, Quantitative Analytics, Financial Modeling, Derivatives
Education
Columbia University in the City of New York 2003 — 2008
Doctor of Philosophy (PhD), Operations Research
Columbia Engineering 2003 — 2004
MS, Operations Research
Indian Institute of Technology, Delhi 1999 — 2003
Bachelor of Technology (BTech), Mechanical Engineering
New Era Public School, Mayapuri
Goldman Sachs September 2014 - Present
Knight Capital Group July 2011 - February 2014
JP Morgan Chase January 2011 - July 2011
JP Morgan August 2008 - January 2011
Columbia University 2003 - 2008
Fastclick 2005 - 2005
Skills
Quantitative Finance, Commodity, Statistical Modeling, Quantitative Analytics, Financial Modeling, Derivatives
Education
Columbia University in the City of New York 2003 — 2008
Doctor of Philosophy (PhD), Operations Research
Columbia Engineering 2003 — 2004
MS, Operations Research
Indian Institute of Technology, Delhi 1999 — 2003
Bachelor of Technology (BTech), Mechanical Engineering
New Era Public School, Mayapuri
Henry Woo's J.P. Morgan Experience February 1998 - September 2013
Job Consultant at Lab49
Industry Financial Services
Experience
Lab49 October 2013 - Present
JP Morgan February 1998 - September 2013
Skills
Electronic Trading, Fixed Income, E-commerce, Product Management, Trading Systems, Investment Banking, Derivatives, Market Data, Emerging Markets, Leadership, Investment Management, CRM, Interest Rate..., Equity Derivatives, Financial Services, Prime Brokerage, Hedge Funds, Swaps, Equities, Credit Derivatives, Bonds, Capital Markets, Trading, Bloomberg, Rates, Middle Office, Interest Rate Swaps, Financial Markets, Exchange Connectivity, Agile Methodologies, Scrum
Education
Columbia University - School of International and Public Affairs 1995 — 1997
MIA, International Economic Policy
Columbia College (NY) 1990 — 1994
BA, History, English, Philosophy
Lab49 October 2013 - Present
JP Morgan February 1998 - September 2013
Skills
Electronic Trading, Fixed Income, E-commerce, Product Management, Trading Systems, Investment Banking, Derivatives, Market Data, Emerging Markets, Leadership, Investment Management, CRM, Interest Rate..., Equity Derivatives, Financial Services, Prime Brokerage, Hedge Funds, Swaps, Equities, Credit Derivatives, Bonds, Capital Markets, Trading, Bloomberg, Rates, Middle Office, Interest Rate Swaps, Financial Markets, Exchange Connectivity, Agile Methodologies, Scrum
Education
Columbia University - School of International and Public Affairs 1995 — 1997
MIA, International Economic Policy
Columbia College (NY) 1990 — 1994
BA, History, English, Philosophy
Michelle Yeh's J.P. Morgan Experience July 2005 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
JP Morgan July 2005 - Present
Skills
Series 7, Series 63
Education
Columbia Business School 2011 — 2013
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Economics; Concentrations: Finance, Accounting; Minor: History
JP Morgan July 2005 - Present
Skills
Series 7, Series 63
Education
Columbia Business School 2011 — 2013
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Economics; Concentrations: Finance, Accounting; Minor: History
David Shulman's J.P. Morgan Experience May 2012 - Present
Job Global Head of Product for J.P. Morgan's Depositary Receipts Group
Industry Banking
Experience
J.P. Morgan May 2012 - Present
J.P. Morgan March 2010 - May 2012
Keefe, Bruyette & Woods September 2007 - March 2010
JPMorgan Chase October 2003 - September 2007
JP Morgan July 2001 - October 2003
Skills
Mergers, Corporate Finance, Investment Banking, Strategy, Banking, Business Strategy, Executive Management, Financial Modeling, Capital Markets
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 1997 — 2001
B.S., Finance and Accounting
J.P. Morgan May 2012 - Present
J.P. Morgan March 2010 - May 2012
Keefe, Bruyette & Woods September 2007 - March 2010
JPMorgan Chase October 2003 - September 2007
JP Morgan July 2001 - October 2003
Skills
Mergers, Corporate Finance, Investment Banking, Strategy, Banking, Business Strategy, Executive Management, Financial Modeling, Capital Markets
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 1997 — 2001
B.S., Finance and Accounting
Sabina Veksler's J.P. Morgan Experience July 1999 - July 2002
Job VP at BNP Paribas
Industry Banking
Experience
BNP Paribas June 2011 - Present
Sevara Partners October 2009 - May 2011
BAWAG May 2009 - July 2009
Amber Capital LP 2007 - 2008
Blue Wolf Capital Management 2006 - 2006
Advest, Inc. March 2003 - June 2005
JP Morgan July 1999 - July 2002
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Portfolio Management, Investments, Asset Management, Credit Risk, Strategy, Finance, Financial Services, Banking, Analysis, Restructuring, Mutual Funds, Credit Analysis
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
New York University - Leonard N. Stern School of Business 1995 — 1999
B.S., Finance, International Business
BNP Paribas June 2011 - Present
Sevara Partners October 2009 - May 2011
BAWAG May 2009 - July 2009
Amber Capital LP 2007 - 2008
Blue Wolf Capital Management 2006 - 2006
Advest, Inc. March 2003 - June 2005
JP Morgan July 1999 - July 2002
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Portfolio Management, Investments, Asset Management, Credit Risk, Strategy, Finance, Financial Services, Banking, Analysis, Restructuring, Mutual Funds, Credit Analysis
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
New York University - Leonard N. Stern School of Business 1995 — 1999
B.S., Finance, International Business
Meredith Prichard Jensen's J.P. Morgan Experience August 1997 - January 2004
Job Executive Director at UBS Investment Bank
Industry Research
Experience
UBS Investment Bank October 2009 - Present
Stanford Graduate School of Business August 2008 - August 2009
Global Retail and Consumer Consulting February 2003 - July 2008
JP Morgan August 1997 - January 2004
JPMorgan 1999 - 2004
Credit Suisse August 1996 - August 1997
Merrill Lynch August 1995 - July 1996
Smith Barney January 1992 - November 1995
Education
Columbia University - Columbia Business School 1995 — 1997
Vanderbilt University 1987 — 1991
BA, Economics, Latin American Studies, Spanish, Portuguese
UBS Investment Bank October 2009 - Present
Stanford Graduate School of Business August 2008 - August 2009
Global Retail and Consumer Consulting February 2003 - July 2008
JP Morgan August 1997 - January 2004
JPMorgan 1999 - 2004
Credit Suisse August 1996 - August 1997
Merrill Lynch August 1995 - July 1996
Smith Barney January 1992 - November 1995
Education
Columbia University - Columbia Business School 1995 — 1997
Vanderbilt University 1987 — 1991
BA, Economics, Latin American Studies, Spanish, Portuguese
Mark Angel's J.P. Morgan Experience 2005 - 2009
Job
Industry Insurance
Experience
JP Morgan 2005 - 2009
Blue Cross Blue Shield May 2001 - June 2005
Bank of New York Mellon May 1995 - May 2001
Skills
Talent Acquisition, Investments, Team Leadership, Access, Microsoft Excel, Bloomberg, Leadership
Education
Columbia University - Columbia Business School
Mathematics - Finance
Joseph M. Katz Graduate School of Business - University of Pittsburgh
Master's Business Administration
Penn State University
JP Morgan 2005 - 2009
Blue Cross Blue Shield May 2001 - June 2005
Bank of New York Mellon May 1995 - May 2001
Skills
Talent Acquisition, Investments, Team Leadership, Access, Microsoft Excel, Bloomberg, Leadership
Education
Columbia University - Columbia Business School
Mathematics - Finance
Joseph M. Katz Graduate School of Business - University of Pittsburgh
Master's Business Administration
Penn State University
Ming Chiu's J.P. Morgan Experience March 2008 - August 2009
Job Vice President at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
AIG September 2012 - Present
AIG SunAmerica December 2010 - August 2012
Coventry Capital August 2009 - June 2010
JP Morgan March 2008 - August 2009
Bear Stearns April 2007 - March 2008
The Hartford May 2005 - April 2007
Towers Perrin September 2002 - April 2005
Skills
Derivatives, Financial Modeling, ALM, Fixed Income, Investments, Risk Management, Actuarial Science, Quantitative Finance, Valuation, Quantitative Analytics, Financial Engineering, Enterprise Risk...
Education
Columbia University - Columbia Business School 2014 — 2014
Driving Strategic Impact
Columbia University - Columbia Business School 2013 — 2013
Personal Leadership (Executive) Program and Leadership Essentials
Columbia University in the City of New York 2006 — 2012
Master of Science (MS), Methods of Finance
Harvard Business School 2009 — 2009
Executive Program, Private Equity and Venture Capital
Trinity University 1997 — 1999
Bachelor of Science (BSc), Mathematics and Computer Science, Summa Cum Laude
AIG March 2015 - Present
AIG September 2012 - Present
AIG SunAmerica December 2010 - August 2012
Coventry Capital August 2009 - June 2010
JP Morgan March 2008 - August 2009
Bear Stearns April 2007 - March 2008
The Hartford May 2005 - April 2007
Towers Perrin September 2002 - April 2005
Skills
Derivatives, Financial Modeling, ALM, Fixed Income, Investments, Risk Management, Actuarial Science, Quantitative Finance, Valuation, Quantitative Analytics, Financial Engineering, Enterprise Risk...
Education
Columbia University - Columbia Business School 2014 — 2014
Driving Strategic Impact
Columbia University - Columbia Business School 2013 — 2013
Personal Leadership (Executive) Program and Leadership Essentials
Columbia University in the City of New York 2006 — 2012
Master of Science (MS), Methods of Finance
Harvard Business School 2009 — 2009
Executive Program, Private Equity and Venture Capital
Trinity University 1997 — 1999
Bachelor of Science (BSc), Mathematics and Computer Science, Summa Cum Laude
Andrew Gordon, CFA's J.P. Morgan Experience 2011 - 2011
Job Investment Analyst at Zeke LP
Industry Investment Management
Experience
Zeke LP 2015 - Present
Wolfe Research, LLC 2013 - 2015
CastleRock Management April 2012 - September 2013
JP Morgan 2011 - 2011
JPMorgan Chase 2010 - 2011
Shazzle, LLC June 2009 - December 2009
New Sector Alliance June 2008 - September 2008
Harvard College Globalization Project January 2005 - June 2008
ITAP International July 2007 - September 2007
United Nations - CEPAL June 2006 - August 2006
Skills
Financial Modeling, Investments, Investment Strategies, Financial Analysis, Economics, Valuation, Analysis, Business Strategy, Entrepreneurship, Data Analysis, Strategy, Bloomberg, Start-ups, Hedge Funds, Business Development, Corporate Finance, Private Equity, Management, Venture Capital, Portfolio Management, Emerging Markets
Education
Columbia Business School
MBA, Value Investing Program
Harvard University 2005 — 2009
BA, Hons, Social Science
Zeke LP 2015 - Present
Wolfe Research, LLC 2013 - 2015
CastleRock Management April 2012 - September 2013
JP Morgan 2011 - 2011
JPMorgan Chase 2010 - 2011
Shazzle, LLC June 2009 - December 2009
New Sector Alliance June 2008 - September 2008
Harvard College Globalization Project January 2005 - June 2008
ITAP International July 2007 - September 2007
United Nations - CEPAL June 2006 - August 2006
Skills
Financial Modeling, Investments, Investment Strategies, Financial Analysis, Economics, Valuation, Analysis, Business Strategy, Entrepreneurship, Data Analysis, Strategy, Bloomberg, Start-ups, Hedge Funds, Business Development, Corporate Finance, Private Equity, Management, Venture Capital, Portfolio Management, Emerging Markets
Education
Columbia Business School
MBA, Value Investing Program
Harvard University 2005 — 2009
BA, Hons, Social Science
Mark Finn's J.P. Morgan Experience June 2003 - June 2005
Job Natural Gas Trader at Glencore
Industry Oil & Energy
Experience
Glencore June 2009 - Present
Glencore June 2008 - August 2008
Wavepoint Ventures June 2007 - August 2007
Wachovia Securities, LLC 2005 - 2007
JP Morgan June 2003 - June 2005
Education
Columbia University - Columbia Business School 2007 — 2009
Harvard University
Columbia University in the City of New York
Glencore June 2009 - Present
Glencore June 2008 - August 2008
Wavepoint Ventures June 2007 - August 2007
Wachovia Securities, LLC 2005 - 2007
JP Morgan June 2003 - June 2005
Education
Columbia University - Columbia Business School 2007 — 2009
Harvard University
Columbia University in the City of New York
Natalie Ulis's J.P. Morgan Experience January 1999 - October 1999
Job Director Business Solutions & Analytics at American Express
Industry Financial Services
Experience
American Express November 2013 - Present
American Express April 2010 - October 2013
American Express March 2008 - April 2010
SUNGARD DATA SYSTEMS Inc October 2002 - December 2004
INCREMAX TECHNOLOGIES October 1999 - June 2002
JP MORGAN January 1999 - October 1999
COOPERS & LYBRAND L.L.P. June 1996 - September 1996
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Services, Analysis, Investment Banking, Business Intelligence, Financial Analysis, Analytics, Strategic Planning, Portfolio Management, Capital Markets, Financial Planning, Finance, Private Equity, Emerging Markets, Management, Corporate Development, Strategy, Strategic Financial..., Due Diligence, Venture Capital, Fixed Income
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Pace University 1997 — 2001
BBA, Finance
American Express November 2013 - Present
American Express April 2010 - October 2013
American Express March 2008 - April 2010
SUNGARD DATA SYSTEMS Inc October 2002 - December 2004
INCREMAX TECHNOLOGIES October 1999 - June 2002
JP MORGAN January 1999 - October 1999
COOPERS & LYBRAND L.L.P. June 1996 - September 1996
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Services, Analysis, Investment Banking, Business Intelligence, Financial Analysis, Analytics, Strategic Planning, Portfolio Management, Capital Markets, Financial Planning, Finance, Private Equity, Emerging Markets, Management, Corporate Development, Strategy, Strategic Financial..., Due Diligence, Venture Capital, Fixed Income
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Pace University 1997 — 2001
BBA, Finance
Justin Gardinier, CFA's J.P. Morgan Experience June 1999 - June 2001
Job Managing Director & Head of Greystone EB5
Industry Real Estate
Experience
Greystone February 2015 - Present
CCRE February 2014 - November 2014
CIM Group November 2009 - November 2013
JSG Capital Advisors May 2008 - November 2009
Morgan Stanley January 2007 - September 2008
Morgan Stanley January 2004 - December 2006
Merrill Lynch / Bear Stearns June 2001 - May 2003
JP Morgan June 1999 - June 2001
Skills
Asset Management, Real Estate Economics, Due Diligence, Valuation, Portfolio Management, Real Estate Transactions, Real Estate, Mergers & Acquisitions, Investment Properties, Commercial Real Estate
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Northeastern University 1994 — 1999
BS, Structural Engineering
Greystone February 2015 - Present
CCRE February 2014 - November 2014
CIM Group November 2009 - November 2013
JSG Capital Advisors May 2008 - November 2009
Morgan Stanley January 2007 - September 2008
Morgan Stanley January 2004 - December 2006
Merrill Lynch / Bear Stearns June 2001 - May 2003
JP Morgan June 1999 - June 2001
Skills
Asset Management, Real Estate Economics, Due Diligence, Valuation, Portfolio Management, Real Estate Transactions, Real Estate, Mergers & Acquisitions, Investment Properties, Commercial Real Estate
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Northeastern University 1994 — 1999
BS, Structural Engineering
Daniella Marcusso de Vasconcellos's J.P. Morgan Experience July 2005 - October 2013
Job ex vice president JP Morgan ChasePrivate Welath Management
Industry Banking
Experience
JP Morgan July 2005 - October 2013
Goldman Sachs 2001 - 2005
Banco Matrix 1995 - 1999
Skills
Private Equity, Capital Markets, Investment Banking, Valuation, Equities, Emerging Markets, Hedge Funds, Risk Management, Corporate Finance, Fixed Income, Asset Management, Derivatives, Financial Modeling, Portfolio Management, Wealth Management, Financial Markets, Alternative Investments, Financial Structuring, Trading Systems, Mutual Funds, Structured Products, Equity Research, Series 7, Investments, Management, Leadership, Business Development, Entrepreneurship, Business Strategy, Financial Analysis
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General Management
Fundacao Getulio Vargas / FGV 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Universidade de São Paulo 1989 — 1994
Bachelow of Law, International Law and Legal Studies, Undergraduate
Colegio Santa Maria 1974 — 1988
JP Morgan July 2005 - October 2013
Goldman Sachs 2001 - 2005
Banco Matrix 1995 - 1999
Skills
Private Equity, Capital Markets, Investment Banking, Valuation, Equities, Emerging Markets, Hedge Funds, Risk Management, Corporate Finance, Fixed Income, Asset Management, Derivatives, Financial Modeling, Portfolio Management, Wealth Management, Financial Markets, Alternative Investments, Financial Structuring, Trading Systems, Mutual Funds, Structured Products, Equity Research, Series 7, Investments, Management, Leadership, Business Development, Entrepreneurship, Business Strategy, Financial Analysis
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General Management
Fundacao Getulio Vargas / FGV 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Universidade de São Paulo 1989 — 1994
Bachelow of Law, International Law and Legal Studies, Undergraduate
Colegio Santa Maria 1974 — 1988
Adina Dolfman's J.P. Morgan Experience July 1999 - August 2001
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Banc of America Securities July 2006 - Present
Morgan Stanley August 2001 - May 2006
JP Morgan July 1999 - August 2001
BlackRock Financial Management July 1995 - July 1997
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Columbia University in the City of New York 1991 — 1995
BA, Economics
Banc of America Securities July 2006 - Present
Morgan Stanley August 2001 - May 2006
JP Morgan July 1999 - August 2001
BlackRock Financial Management July 1995 - July 1997
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Columbia University in the City of New York 1991 — 1995
BA, Economics
Josh Simons's J.P. Morgan Experience January 1999 - September 2006
Job One William Street Capital
Industry Investment Banking
Experience
One William Street Capital February 2008 - Present
Lehman Brothers August 2006 - February 2008
JP Morgan January 1999 - September 2006
Skills
Hedge Funds, Fixed Income, Alternative Investments, Structured Products, CDO, Equities, Capital Markets, Derivatives, Asset Managment, ABS, Credit Derivatives, Structured Finance, Private Equity, Fund Of Funds, Investment Banking, MBS, Portfolio Management, Financial Structuring, Investments, Bloomberg
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
Muhlenberg College 1994 — 1998
Accounting
One William Street Capital February 2008 - Present
Lehman Brothers August 2006 - February 2008
JP Morgan January 1999 - September 2006
Skills
Hedge Funds, Fixed Income, Alternative Investments, Structured Products, CDO, Equities, Capital Markets, Derivatives, Asset Managment, ABS, Credit Derivatives, Structured Finance, Private Equity, Fund Of Funds, Investment Banking, MBS, Portfolio Management, Financial Structuring, Investments, Bloomberg
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
Muhlenberg College 1994 — 1998
Accounting
Selin Akatli's J.P. Morgan Experience July 2008 - December 2011
Job Partner at Maroteknoloji
Industry Management Consulting
Experience
Maroteknoloji January 2012 - Present
JP Morgan July 2008 - December 2011
Skills
Valuation, Due Diligence, Strategy, Business Strategy, Corporate Development, Market Research, Data Analysis, Business Analysis, Finance, Analysis, Investment Banking
Education
Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Concentrations in Marketing, Operations and General Management
Northwestern University 2004 — 2008
Bachelor of Arts (BA), Double major in Mathematics and Psychology
Robert Koleji 1997 — 2004
High School
Maroteknoloji January 2012 - Present
JP Morgan July 2008 - December 2011
Skills
Valuation, Due Diligence, Strategy, Business Strategy, Corporate Development, Market Research, Data Analysis, Business Analysis, Finance, Analysis, Investment Banking
Education
Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Concentrations in Marketing, Operations and General Management
Northwestern University 2004 — 2008
Bachelor of Arts (BA), Double major in Mathematics and Psychology
Robert Koleji 1997 — 2004
High School
Jenny Klitenic's J.P. Morgan Experience June 2008 - April 2009
Job Senior Manager, Market Research at Forest Laboratories
Industry Pharmaceuticals
Experience
Forest Laboratories April 2009 - Present
JP Morgan June 2008 - April 2009
Bear Stearns October 2005 - May 2008
Leerink Swann May 2005 - September 2005
Datamonitor June 2002 - May 2005
Pfizer May 2001 - May 2002
The Lewin Group 1998 - 2000
Education
Columbia University - School of International and Public Affairs 2000 — 2002
MPA, Health Policy
The Johns Hopkins University 1994 — 1998
BA, Public Health
Forest Laboratories April 2009 - Present
JP Morgan June 2008 - April 2009
Bear Stearns October 2005 - May 2008
Leerink Swann May 2005 - September 2005
Datamonitor June 2002 - May 2005
Pfizer May 2001 - May 2002
The Lewin Group 1998 - 2000
Education
Columbia University - School of International and Public Affairs 2000 — 2002
MPA, Health Policy
The Johns Hopkins University 1994 — 1998
BA, Public Health
Kristen Haupert's J.P. Morgan Experience January 2010 - February 2014
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JP Morgan January 2010 - February 2014
JP Morgan July 2007 - January 2011
Bear Stearns 2007 - 2008
Federal Reserve System 2001 - 2005
Skills
Prime Brokerage, Series 7, Series 63, Swaps, Equity Derivatives, Securities, Equities
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance and Economics
Duke University 1997 — 2000
BS, Economics
JPMorgan Chase February 2014 - Present
JP Morgan January 2010 - February 2014
JP Morgan July 2007 - January 2011
Bear Stearns 2007 - 2008
Federal Reserve System 2001 - 2005
Skills
Prime Brokerage, Series 7, Series 63, Swaps, Equity Derivatives, Securities, Equities
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance and Economics
Duke University 1997 — 2000
BS, Economics
Jeff Baer's J.P. Morgan Experience 1986 - 1987
Job Managing Director Deutsche Bank Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management April 2013 - Present
US Green Building Council January 2014 - Present
The Cosmopolitan of Las Vegas February 2008 - December 2014
Deutsche Bank 2003 - March 2013
Deutsche Bank April 1999 - February 2003
Mitchell Madison Group July 1992 - February 1999
Hallac Associates 1989 - 1990
Intermarket Management 1987 - 1989
JP Morgan 1986 - 1987
Skills
Risk Management, Outsourcing, Investments, Portfolio Management, Asset Management, Sustainability, Strategic Planning, Mergers, Strategic Partnerships, Consulting, Change Management, Real Estate, Purchasing, Source-to-Pay, Energy Efficiency, Green Building, Eco Efficiency, Asset Managment
Education
Columbia University - Columbia Business School 1991 — 1992
Master of Business Administration (M.B.A.), Dual Majors in Finance & International Business
Duke University 1982 — 1986
Bachelor's Degree, Duel Majors in Computer Science & Economics
Deutsche Asset & Wealth Management April 2013 - Present
US Green Building Council January 2014 - Present
The Cosmopolitan of Las Vegas February 2008 - December 2014
Deutsche Bank 2003 - March 2013
Deutsche Bank April 1999 - February 2003
Mitchell Madison Group July 1992 - February 1999
Hallac Associates 1989 - 1990
Intermarket Management 1987 - 1989
JP Morgan 1986 - 1987
Skills
Risk Management, Outsourcing, Investments, Portfolio Management, Asset Management, Sustainability, Strategic Planning, Mergers, Strategic Partnerships, Consulting, Change Management, Real Estate, Purchasing, Source-to-Pay, Energy Efficiency, Green Building, Eco Efficiency, Asset Managment
Education
Columbia University - Columbia Business School 1991 — 1992
Master of Business Administration (M.B.A.), Dual Majors in Finance & International Business
Duke University 1982 — 1986
Bachelor's Degree, Duel Majors in Computer Science & Economics
Patty LeCompte's J.P. Morgan Experience 2004 - 2006
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock August 2010 - Present
Goldman Sachs 2009 - August 2010
Merrill Lynch 2006 - 2008
JP Morgan 2004 - 2006
Banc One Capital Markets 1999 - 2004
American National Bank 1998 - 1999
Skills
Series 7, Series 3, Series 63, Series 66, Institutional Clients, Fixed Income, Client Service, Fixed Income Products, Financial Services, Institutional..., Bonds, Securities, Alternative Investments, Asset Allocation, FINRA, Equities, Relationship Management, Client Services, Portfolio Management, Management, Mutual Funds, Investments, Sales, Uniform Combined State..., Asset Management
Education
Colorado State University 1989 — 1993
Bachelor of Science (BS), Psychology
BlackRock August 2010 - Present
Goldman Sachs 2009 - August 2010
Merrill Lynch 2006 - 2008
JP Morgan 2004 - 2006
Banc One Capital Markets 1999 - 2004
American National Bank 1998 - 1999
Skills
Series 7, Series 3, Series 63, Series 66, Institutional Clients, Fixed Income, Client Service, Fixed Income Products, Financial Services, Institutional..., Bonds, Securities, Alternative Investments, Asset Allocation, FINRA, Equities, Relationship Management, Client Services, Portfolio Management, Management, Mutual Funds, Investments, Sales, Uniform Combined State..., Asset Management
Education
Colorado State University 1989 — 1993
Bachelor of Science (BS), Psychology
Joakim (Jo) Diedrichs's J.P. Morgan Experience January 2004 - September 2005
Job Executive Director: Trader at JP Morgan
Industry Financial Services
Experience
JPMorgan April 1994 - Present
JP Morgan January 2004 - September 2005
JP Morgan April 1994 - December 2003
Mitsui Trust and Banking September 1991 - April 1994
Skills
FX Options, Fixed Income
Education
Columbia University - Columbia Business School 1999 — 2001
Exec MBA, Finance
Yale University 1987 — 1991
BA, Economics
Cresskill High School 1983 — 1987
JPMorgan April 1994 - Present
JP Morgan January 2004 - September 2005
JP Morgan April 1994 - December 2003
Mitsui Trust and Banking September 1991 - April 1994
Skills
FX Options, Fixed Income
Education
Columbia University - Columbia Business School 1999 — 2001
Exec MBA, Finance
Yale University 1987 — 1991
BA, Economics
Cresskill High School 1983 — 1987
Muhammad Khalid's J.P. Morgan Experience 2005 - 2007
Job Director of Strategy and Analytics, North America Operations at Starwood Hotels & Resorts Worldwide, Inc.
Industry Restaurants
Experience
Starwood Hotels & Resorts Worldwide, Inc. October 2014 - Present
Burger King Corporation 2012 - 2014
The Great Atlantic & Pacific Tea Company May 2011 - May 2012
Deutsche Bank 2007 - 2010
JP Morgan 2005 - 2007
McDonald's Corporation 2000 - 2005
Skills
Bloomberg, Business Analysis, Business Planning, Market Research, Leadership, Equities, Retail, Analytics, Portfolio Management, Budgets, Team Building, Franchising, Operations Management, Business Development, Project Management, Microsoft Excel, Marketing Strategy, Risk Management, Management, Recruiting, Valuation, Private Equity, Financial Modeling, Financial Analysis, Corporate Finance
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance and Strategy
Duke University - The Fuqua School of Business 2010 — 2010
Economics and Leadership
Rutgers, The State University of New Jersey-Newark 2001 — 2004
BS, Finance
Starwood Hotels & Resorts Worldwide, Inc. October 2014 - Present
Burger King Corporation 2012 - 2014
The Great Atlantic & Pacific Tea Company May 2011 - May 2012
Deutsche Bank 2007 - 2010
JP Morgan 2005 - 2007
McDonald's Corporation 2000 - 2005
Skills
Bloomberg, Business Analysis, Business Planning, Market Research, Leadership, Equities, Retail, Analytics, Portfolio Management, Budgets, Team Building, Franchising, Operations Management, Business Development, Project Management, Microsoft Excel, Marketing Strategy, Risk Management, Management, Recruiting, Valuation, Private Equity, Financial Modeling, Financial Analysis, Corporate Finance
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance and Strategy
Duke University - The Fuqua School of Business 2010 — 2010
Economics and Leadership
Rutgers, The State University of New Jersey-Newark 2001 — 2004
BS, Finance
Nina Lihn's J.P. Morgan Experience 1975 - 1994
Job Banker
Industry Banking
Experience
United Bank 2010 - 2012
Wachovia Bank/Wells Fargo Bank N.A. 2000 - 2010
Chase Manhattan Corporation 1994 - 1998
JP Morgan 1975 - 1994
Education
Columbia University - Columbia Business School 1973 — 1975
MBA, Finance
Smith College
United Bank 2010 - 2012
Wachovia Bank/Wells Fargo Bank N.A. 2000 - 2010
Chase Manhattan Corporation 1994 - 1998
JP Morgan 1975 - 1994
Education
Columbia University - Columbia Business School 1973 — 1975
MBA, Finance
Smith College
Neil Davids's J.P. Morgan Experience January 2015 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan February 2012 - January 2015
JP Morgan July 2008 - January 2012
JP Morgan May 2007 - August 2007
Capstar Partners August 2004 - August 2006
Capstar Partners July 2002 - July 2004
Education
Columbia University - Columbia Business School 2006 — 2008
University of Rochester 1998 — 2002
BA, Economics
J.P. Morgan January 2015 - Present
J.P. Morgan February 2012 - January 2015
JP Morgan July 2008 - January 2012
JP Morgan May 2007 - August 2007
Capstar Partners August 2004 - August 2006
Capstar Partners July 2002 - July 2004
Education
Columbia University - Columbia Business School 2006 — 2008
University of Rochester 1998 — 2002
BA, Economics
Mark Ambrose's J.P. Morgan Experience April 2009 - March 2013
Job Senior Vice President & Senior Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank December 2014 - Present
U.S. Trust - Bank of America Private Wealth Management March 2013 - December 2014
JP Morgan April 2009 - March 2013
Deutsche Bank Private Wealth Management April 2007 - April 2009
Citigroup Private Bank March 2005 - April 2007
United States Army Reserve May 1995 - July 2005
Bank of the West July 2001 - March 2005
Citigroup August 1998 - April 2001
US Army May 1992 - May 1995
Skills
Private Banking, Wealth Management..., Series 7, Equities, Alternative Investments, Investments, Portfolio Management, Wealth Management, Investment Banking, Capital Markets, Private Equity, Asset Managment, Series 63, Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia University - School of International and Public Affairs 1995 — 1998
MIA, Russian Area Studies
United States Military Academy at West Point 1988 — 1992
B.S., Russian and French
Brother Rice High School 1984 — 1988
Wells Fargo Private Bank December 2014 - Present
U.S. Trust - Bank of America Private Wealth Management March 2013 - December 2014
JP Morgan April 2009 - March 2013
Deutsche Bank Private Wealth Management April 2007 - April 2009
Citigroup Private Bank March 2005 - April 2007
United States Army Reserve May 1995 - July 2005
Bank of the West July 2001 - March 2005
Citigroup August 1998 - April 2001
US Army May 1992 - May 1995
Skills
Private Banking, Wealth Management..., Series 7, Equities, Alternative Investments, Investments, Portfolio Management, Wealth Management, Investment Banking, Capital Markets, Private Equity, Asset Managment, Series 63, Valuation, Fixed Income
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia University - School of International and Public Affairs 1995 — 1998
MIA, Russian Area Studies
United States Military Academy at West Point 1988 — 1992
B.S., Russian and French
Brother Rice High School 1984 — 1988
Chris Rediger's J.P. Morgan Experience June 2008 - January 2010
Job Partner at Redefy
Industry Real Estate
Experience
Redefy Real Estate January 2012 - Present
Dispatch Investments January 2008 - Present
JP Morgan June 2008 - January 2010
Skills
Real Estate, Investments, Investment Properties, Loans, Mortgage Lending, Real Estate Transactions, Investors, Residential Homes, Real Estate Development, Foreclosures, Real Estate Economics, First Time Home Buyers, Sales, Sellers, Negotiation, Commercial Real Estate
Education
Colorado State University 2004 — 2007
History/ Finance
Redefy Real Estate January 2012 - Present
Dispatch Investments January 2008 - Present
JP Morgan June 2008 - January 2010
Skills
Real Estate, Investments, Investment Properties, Loans, Mortgage Lending, Real Estate Transactions, Investors, Residential Homes, Real Estate Development, Foreclosures, Real Estate Economics, First Time Home Buyers, Sales, Sellers, Negotiation, Commercial Real Estate
Education
Colorado State University 2004 — 2007
History/ Finance
Ellen Glaessner's J.P. Morgan Experience August 1994 - February 2006
Job Senior Vice President and Managing Counsel, Retail and Wealth
Industry Financial Services
Experience
TD September 2014 - Present
TD January 2013 - Present
ING July 2010 - January 2013
Morgan Stanley Smith Barney March 2006 - June 2010
JP Morgan August 1994 - February 2006
Baker Botts LLP September 1989 - August 1994
Education
Columbia University School of Law 1986 — 1989
JD
Wellesley College 1981 — 1985
BA, Economics, History, cum laude
TD September 2014 - Present
TD January 2013 - Present
ING July 2010 - January 2013
Morgan Stanley Smith Barney March 2006 - June 2010
JP Morgan August 1994 - February 2006
Baker Botts LLP September 1989 - August 1994
Education
Columbia University School of Law 1986 — 1989
JD
Wellesley College 1981 — 1985
BA, Economics, History, cum laude
Charles J Hall's J.P. Morgan Experience May 1987 - January 1996
Job Executive Vice President and Chief Risk Officer at ExportImport Bank of the United States
Industry Government Administration
Experience
Export-Import Bank of the United States November 2013 - Present
Envirotrade Group July 2008 - September 2013
Hill Station plc January 1996 - January 2007
JP Morgan May 1987 - January 1996
U.S. Department of State June 1978 - May 1987
US Navy May 1972 - June 1978
Skills
Business Strategy, Carbon, Structuring, Carbon Markets, Due Diligence, Carbon Finance, Emerging Markets, Corporate Finance, International Relations, Financial Structuring
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1968 — 1972
BS Economics, Finance
Export-Import Bank of the United States November 2013 - Present
Envirotrade Group July 2008 - September 2013
Hill Station plc January 1996 - January 2007
JP Morgan May 1987 - January 1996
U.S. Department of State June 1978 - May 1987
US Navy May 1972 - June 1978
Skills
Business Strategy, Carbon, Structuring, Carbon Markets, Due Diligence, Carbon Finance, Emerging Markets, Corporate Finance, International Relations, Financial Structuring
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, International Business
University of Pennsylvania - The Wharton School 1968 — 1972
BS Economics, Finance
Jack Riordan's J.P. Morgan Experience September 1986 - December 2007
Job Bank of TokyoMitsubishi UFJ
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ June 2008 - Present
JP Morgan September 1986 - December 2007
Grant Thornton August 1981 - July 1984
Skills
Credit, Risk, Structuring, Leveraged Loans, Restructuring, Bankruptcy, Workout, Financial Structuring, Leveraged Finance, Financial Risk, Syndications, Portfolio Management, Loans, Credit Risk, Commercial Lending, Credit Analysis, Investment Banking, Capital Markets, Corporate Finance, Debt Restructuring, Fixed Income
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Rutgers University 1977 — 1981
BA, Accounting
Bank of Tokyo-Mitsubishi UFJ June 2008 - Present
JP Morgan September 1986 - December 2007
Grant Thornton August 1981 - July 1984
Skills
Credit, Risk, Structuring, Leveraged Loans, Restructuring, Bankruptcy, Workout, Financial Structuring, Leveraged Finance, Financial Risk, Syndications, Portfolio Management, Loans, Credit Risk, Commercial Lending, Credit Analysis, Investment Banking, Capital Markets, Corporate Finance, Debt Restructuring, Fixed Income
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Rutgers University 1977 — 1981
BA, Accounting
Ken Chapman's J.P. Morgan Experience 2003 - 2005
Job Managing Director for Bridgewater Associates at BNY Mellon
Industry Investment Management
Experience
BNY Mellon December 2011 - Present
Bridgewater Associates May 2008 - March 2012
Banc of America Securities 2005 - 2008
JP Morgan 2003 - 2005
UBS Investment Bank 1998 - 2003
US Army June 1990 - July 1998
Skills
Asset Management, Business Analysis, Capital Markets, Derivatives, Disaster Recovery, Electronic Trading, Equities, Fixed Income, Hedge Funds, IT Management, IT Service Management, IT Strategy, Investment Banking, Management, Portfolio Management, Project Management, Risk Management, Service Delivery, Service Management, Trading Systems, Vendor Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
United States Military Academy at West Point 1986 — 1990
BS, Economics/Mathematics
BNY Mellon December 2011 - Present
Bridgewater Associates May 2008 - March 2012
Banc of America Securities 2005 - 2008
JP Morgan 2003 - 2005
UBS Investment Bank 1998 - 2003
US Army June 1990 - July 1998
Skills
Asset Management, Business Analysis, Capital Markets, Derivatives, Disaster Recovery, Electronic Trading, Equities, Fixed Income, Hedge Funds, IT Management, IT Service Management, IT Strategy, Investment Banking, Management, Portfolio Management, Project Management, Risk Management, Service Delivery, Service Management, Trading Systems, Vendor Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
United States Military Academy at West Point 1986 — 1990
BS, Economics/Mathematics
Jami Waisburd Clott's J.P. Morgan Experience 1993 - 1998
Job Vice President, Risk Management at Prudential Financial
Industry Financial Services
Experience
Prudential Financial May 2015 - Present
Prudential Financial May 2010 - May 2015
Prudential Financial October 2009 - May 2010
Cap Gemini Ernst & Young 1998 - 2001
JP Morgan 1993 - 1998
Price Waterhouse 1990 - 1993
Skills
Governance, Management, Risk Management, Business Analysis, Collaboration, Project Management, IT Strategy, Leadership, Vendor Management, Strategic Planning, Process Improvement, SDLC, Program Management, Business Intelligence, Change Management, Integration, Solution Architecture, PMO, Business Process..., Enterprise Architecture, Executive Management, IT Management, Training, Vendor Relationships
Education
NYU Stern School of Business 1994 — 1997
MBA, Information Systems & Management Strategy
Cornell University 1986 — 1990
BS, Statistics
Columbia University - Columbia Business School 2008 — 2008
Executive Education
Prudential Financial May 2015 - Present
Prudential Financial May 2010 - May 2015
Prudential Financial October 2009 - May 2010
Cap Gemini Ernst & Young 1998 - 2001
JP Morgan 1993 - 1998
Price Waterhouse 1990 - 1993
Skills
Governance, Management, Risk Management, Business Analysis, Collaboration, Project Management, IT Strategy, Leadership, Vendor Management, Strategic Planning, Process Improvement, SDLC, Program Management, Business Intelligence, Change Management, Integration, Solution Architecture, PMO, Business Process..., Enterprise Architecture, Executive Management, IT Management, Training, Vendor Relationships
Education
NYU Stern School of Business 1994 — 1997
MBA, Information Systems & Management Strategy
Cornell University 1986 — 1990
BS, Statistics
Columbia University - Columbia Business School 2008 — 2008
Executive Education
Susan Conniff's J.P. Morgan Experience June 1994 - June 1999
Job Independent Professional, Finance and Accounting
Industry Education Management
Experience
School of the Holy Child January 2011 - April 2015
University of San Francisco School of Education March 2012 - July 2014
Loyola School November 2003 - September 2010
Lighthouse Partners June 1999 - November 2003
JP Morgan June 1994 - June 1999
PwC June 1988 - June 1992
Education
University of Virginia 1983 — 1988
BS, Commerce (Accounting)
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
Columbia University - Graduate School of Journalism 1998 — 2000
MS, Journalism
School of the Holy Child January 2011 - April 2015
University of San Francisco School of Education March 2012 - July 2014
Loyola School November 2003 - September 2010
Lighthouse Partners June 1999 - November 2003
JP Morgan June 1994 - June 1999
PwC June 1988 - June 1992
Education
University of Virginia 1983 — 1988
BS, Commerce (Accounting)
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
Columbia University - Graduate School of Journalism 1998 — 2000
MS, Journalism
Ray A. Mirza's J.P. Morgan Experience 1993 - 1994
Job Chief Procurement Officer at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
AIG March 2013 - March 2015
AIG Property & Casualty 2011 - 2013
AIG 2007 - 2011
Citi 2006 - 2007
East River Ventures LP 2000 - 2006
Robertson Stephens 2000 - 2000
Deloitte Consulting 1997 - 2000
Price Waterhouse Management Consulting 1994 - 1996
JP Morgan 1993 - 1994
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Strategy
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1993
BS, Industrial Engineering
Cornell University 1988 — 1992
BA, Economics & Government
AIG March 2015 - Present
AIG March 2013 - March 2015
AIG Property & Casualty 2011 - 2013
AIG 2007 - 2011
Citi 2006 - 2007
East River Ventures LP 2000 - 2006
Robertson Stephens 2000 - 2000
Deloitte Consulting 1997 - 2000
Price Waterhouse Management Consulting 1994 - 1996
JP Morgan 1993 - 1994
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance and Strategy
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1993
BS, Industrial Engineering
Cornell University 1988 — 1992
BA, Economics & Government
Lisa Washburn's J.P. Morgan Experience August 2005 - January 2012
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2012 - Present
JP Morgan August 2005 - January 2012
JPMorgan Chase July 2003 - August 2005
JPMorgan Chase August 1999 - June 2003
U.S. Department of Energy March 1992 - August 1997
National Security Archive 1990 - 1990
Skills
Finance
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Yale University 1985 — 1989
BA, History
JPMorgan Chase & Co. January 2012 - Present
JP Morgan August 2005 - January 2012
JPMorgan Chase July 2003 - August 2005
JPMorgan Chase August 1999 - June 2003
U.S. Department of Energy March 1992 - August 1997
National Security Archive 1990 - 1990
Skills
Finance
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Yale University 1985 — 1989
BA, History
David McAllister's J.P. Morgan Experience October 1991 - December 1999
Job Senior Business Analyst Compliance
Industry Information Technology and Services
Experience
Wells Fargo April 2014 - Present
Ally Financial Inc. September 2011 - March 2014
Wells Fargo March 2010 - September 2011
Bank of America May 2009 - October 2009
Wachovia August 2005 - December 2008
Wachovia 2005 - 2008
Bank of America November 2004 - February 2005
Societe Generale April 2001 - November 2001
JP Morgan October 1991 - December 1999
Skills
Risk Management, Fixed Income, Financial Risk, Banking, Derivatives
Education
Columbia University - Columbia Business School 1976 — 1979
MBA, International Finance
Columbia University - School of International and Public Affairs 1976 — 1979
MIA, International Affairs
Yale University 1969 — 1973
Bachelor of Arts (B.A.), Russian, Central European, East European and Eurasian Studies
Wells Fargo April 2014 - Present
Ally Financial Inc. September 2011 - March 2014
Wells Fargo March 2010 - September 2011
Bank of America May 2009 - October 2009
Wachovia August 2005 - December 2008
Wachovia 2005 - 2008
Bank of America November 2004 - February 2005
Societe Generale April 2001 - November 2001
JP Morgan October 1991 - December 1999
Skills
Risk Management, Fixed Income, Financial Risk, Banking, Derivatives
Education
Columbia University - Columbia Business School 1976 — 1979
MBA, International Finance
Columbia University - School of International and Public Affairs 1976 — 1979
MIA, International Affairs
Yale University 1969 — 1973
Bachelor of Arts (B.A.), Russian, Central European, East European and Eurasian Studies
Boaz Vega's J.P. Morgan Experience November 2009 - April 2012
Job Strategy Development at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
Guggenheim Global Trading April 2012 - 2014
JP Morgan November 2009 - April 2012
Brevan Howard May 2006 - February 2009
Scribe Reports November 2002 - May 2006
Moore Capital March 2001 - September 2002
Citi Group January 1998 - June 2000
Education
Columbia University in the City of New York
M.A., Mathematics of Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
M.S., Applied Physics
Columbia University in the City of New York
B.A, Physics from Columbia College
Credit Suisse May 2015 - Present
Guggenheim Global Trading April 2012 - 2014
JP Morgan November 2009 - April 2012
Brevan Howard May 2006 - February 2009
Scribe Reports November 2002 - May 2006
Moore Capital March 2001 - September 2002
Citi Group January 1998 - June 2000
Education
Columbia University in the City of New York
M.A., Mathematics of Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
M.S., Applied Physics
Columbia University in the City of New York
B.A, Physics from Columbia College
Rebecca Tayne's J.P. Morgan Experience September 2002 - April 2009
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock May 2011 - Present
BlackRock 2010 - May 2011
JP Morgan September 2002 - April 2009
JP Morgan January 2000 - September 2002
JP Morgan 1995 - 2000
JP Morgan 1994 - 1995
JP Morgan 1982 - 1994
Skills
Strategy, Risk Management, Fixed Income, Management, Investments, Finance, Asset Management, Product Management, Leadership, Financial Risk, Strategic Planning, Credit Risk, Mutual Funds, Credit, Wealth Management, Marketing Strategy, Product Development, Negotiation, Human Resources
Education
Columbia University - Columbia Business School 1989 — 1991
Executive MBA
Cornell University 1977 — 1981
BA, Economics
BlackRock May 2011 - Present
BlackRock 2010 - May 2011
JP Morgan September 2002 - April 2009
JP Morgan January 2000 - September 2002
JP Morgan 1995 - 2000
JP Morgan 1994 - 1995
JP Morgan 1982 - 1994
Skills
Strategy, Risk Management, Fixed Income, Management, Investments, Finance, Asset Management, Product Management, Leadership, Financial Risk, Strategic Planning, Credit Risk, Mutual Funds, Credit, Wealth Management, Marketing Strategy, Product Development, Negotiation, Human Resources
Education
Columbia University - Columbia Business School 1989 — 1991
Executive MBA
Cornell University 1977 — 1981
BA, Economics
Edward Burns's J.P. Morgan Experience May 1998 - August 1999
Job Director at EverBank
Industry Venture Capital & Private Equity
Experience
EverBank April 2015 - Present
Viad Corp October 2011 - April 2015
LimoRes, Inc. July 2009 - September 2010
Emigrant Capital February 2005 - July 2009
CIT Equity Investments September 1999 - January 2005
JP Morgan May 1998 - August 1999
CIT May 1991 - August 1996
Skills
Private Equity, Mergers, Entrepreneurship, Corporate Finance, Restructuring, Investment Banking, Management, Investments, Strategy, Start-ups, Divestitures, Strategic Partnerships, M&A experience, Mergers & Acquisitions, Due Diligence, Finance, Portfolio Management, Financial Structuring, Equities, Corporate Development, Strategic Financial..., Valuation, Financial Modeling, Structured Finance, Venture Capital, Financial Analysis
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1987 — 1991
B.S. Economics, Finance
EverBank April 2015 - Present
Viad Corp October 2011 - April 2015
LimoRes, Inc. July 2009 - September 2010
Emigrant Capital February 2005 - July 2009
CIT Equity Investments September 1999 - January 2005
JP Morgan May 1998 - August 1999
CIT May 1991 - August 1996
Skills
Private Equity, Mergers, Entrepreneurship, Corporate Finance, Restructuring, Investment Banking, Management, Investments, Strategy, Start-ups, Divestitures, Strategic Partnerships, M&A experience, Mergers & Acquisitions, Due Diligence, Finance, Portfolio Management, Financial Structuring, Equities, Corporate Development, Strategic Financial..., Valuation, Financial Modeling, Structured Finance, Venture Capital, Financial Analysis
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1987 — 1991
B.S. Economics, Finance
Christian Dickerson's J.P. Morgan Experience January 2003 - December 2004
Job Global Logistics Manager at Micro Motion
Industry Machinery
Experience
Micro Motion October 2011 - Present
Rocky Mountain Lab Rescue November 2007 - December 2012
JPMorgan January 2001 - April 2011
JP Morgan January 2003 - December 2004
Intellocity May 2000 - October 2000
Skills
Analysis, International Trade, Logistics, Project Management, Management, Strategy, Budgets, Marketing, Pricing, Sales, Business Development, Cross-functional Team..., Contract Negotiation, Forecasting, Leadership, Process Improvement, Strategic Planning
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Management, Marketing
Colorado State University 1995 — 1997
Graduate Teaching Assistant, Forensic Pathology
Colorado State University 1991 — 1995
BA, Economics
Micro Motion October 2011 - Present
Rocky Mountain Lab Rescue November 2007 - December 2012
JPMorgan January 2001 - April 2011
JP Morgan January 2003 - December 2004
Intellocity May 2000 - October 2000
Skills
Analysis, International Trade, Logistics, Project Management, Management, Strategy, Budgets, Marketing, Pricing, Sales, Business Development, Cross-functional Team..., Contract Negotiation, Forecasting, Leadership, Process Improvement, Strategic Planning
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Management, Marketing
Colorado State University 1995 — 1997
Graduate Teaching Assistant, Forensic Pathology
Colorado State University 1991 — 1995
BA, Economics
Nitin Phase's J.P. Morgan Experience 2003 - 2004
Job Senior Derivatives Portfolio Manager at Aegon Investment Management
Industry Financial Services
Experience
Aegon Investment Management July 2014 - Present
SunTrust Bank February 2012 - June 2014
RBS Global Banking & Markets March 2011 - December 2011
RBS Global Banking & Markets June 2010 - February 2011
RBS Global Banking & Markets June 2008 - May 2010
ABN AMRO Bank N.V. November 2004 - May 2008
JP Morgan 2003 - 2004
Skills
Interest Rate..., Equity Derivatives, FX Derivatives, Credit Derivatives, Structured Finance, Structured Products, Fixed Income, Variable Annuity Hedging, Product Structuring, Financial Structuring, Risk Management, Capital Markets
Education
Columbia Business School 2001 — 2003
MBA, Finance
University of Southern California
MS, Engineering
Indian Institute of Technology, Bombay
Engineering
Aegon Investment Management July 2014 - Present
SunTrust Bank February 2012 - June 2014
RBS Global Banking & Markets March 2011 - December 2011
RBS Global Banking & Markets June 2010 - February 2011
RBS Global Banking & Markets June 2008 - May 2010
ABN AMRO Bank N.V. November 2004 - May 2008
JP Morgan 2003 - 2004
Skills
Interest Rate..., Equity Derivatives, FX Derivatives, Credit Derivatives, Structured Finance, Structured Products, Fixed Income, Variable Annuity Hedging, Product Structuring, Financial Structuring, Risk Management, Capital Markets
Education
Columbia Business School 2001 — 2003
MBA, Finance
University of Southern California
MS, Engineering
Indian Institute of Technology, Bombay
Engineering
Barbara Taylor's J.P. Morgan Experience June 2010 - Present
Job Executive Director J.P.Morgan Learning & Development
Industry Banking
Experience
J.P. Morgan June 2010 - Present
IB Interview Ready March 2008 - January 2011
JP Morgan April 2004 - March 2008
JP Morgan January 2001 - June 2003
JP Morgan 1991 - 2000
JP Morgan December 1983 - December 1990
Skills
Investments, Leveraged Finance, Financial Modeling, Investment Banking
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance & Accounting
University of Virginia 1973 — 1977
BS Commerce, McIntire School
J.P. Morgan June 2010 - Present
IB Interview Ready March 2008 - January 2011
JP Morgan April 2004 - March 2008
JP Morgan January 2001 - June 2003
JP Morgan 1991 - 2000
JP Morgan December 1983 - December 1990
Skills
Investments, Leveraged Finance, Financial Modeling, Investment Banking
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance & Accounting
University of Virginia 1973 — 1977
BS Commerce, McIntire School
Marta Galan Ricardo's J.P. Morgan Experience March 1999 - March 2003
Job Senior Director of Alumni + International Career Services at Columbia Law School
Industry Higher Education
Experience
Columbia Law School July 2009 - Present
Columbia Law School December 2007 - June 2009
HSBC Securities June 2005 - June 2007
Barclays Capital March 2003 - June 2005
JP Morgan March 1999 - March 2003
Moody's 1998 - 1999
Simpson Thacher & Bartlett LLP July 1997 - June 1998
Milbank, Tweed, Hadley & McCloy LLP 1994 - 1997
Skills
Career Counseling, Corporate Law, Program Management, Securitization, Corporate Governance
Education
Columbia Law School 1991 — 1994
JD, Law
University of Florida 1988 — 1991
BA, Policital Science
Coral Gables High School 1985 — 1988
Columbia Law School July 2009 - Present
Columbia Law School December 2007 - June 2009
HSBC Securities June 2005 - June 2007
Barclays Capital March 2003 - June 2005
JP Morgan March 1999 - March 2003
Moody's 1998 - 1999
Simpson Thacher & Bartlett LLP July 1997 - June 1998
Milbank, Tweed, Hadley & McCloy LLP 1994 - 1997
Skills
Career Counseling, Corporate Law, Program Management, Securitization, Corporate Governance
Education
Columbia Law School 1991 — 1994
JD, Law
University of Florida 1988 — 1991
BA, Policital Science
Coral Gables High School 1985 — 1988
James Gerspach's J.P. Morgan Experience November 2008 - Present
Job Executive Director; Trading Manager; Financing and Market Products at JP Morgan
Industry Capital Markets
Experience
JP Morgan November 2008 - Present
Morgan Stanley February 1996 - May 2008
Goldman Sachs March 1993 - February 1996
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
University of Notre Dame 1979 — 1983
BBA
JP Morgan November 2008 - Present
Morgan Stanley February 1996 - May 2008
Goldman Sachs March 1993 - February 1996
Education
Columbia University - Columbia Business School 1990 — 1992
MBA
University of Notre Dame 1979 — 1983
BBA
Bobbi Gajwani's J.P. Morgan Experience 1996 - 1998
Job Research Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC January 2013 - Present
Standard & Poor's March 2012 - December 2012
Standard & Poor's March 2009 - March 2012
Standard & Poor's September 2007 - March 2009
Standard & Poor's August 2002 - December 2005
Winstar Communications 1998 - 2001
JP Morgan 1996 - 1998
Skills
Public Finance, Credit Analysis, Ratings, Municipal Bonds, Higher Education, Capital Markets, Valuation, Fixed Income, Financial Modeling, Financial Analysis, Accounting, Charter Schools, Toll Roads, Ratings Advisory, Investments
Education
Columbia University - Columbia Business School 2006 — 2007
Master of Business Administration (M.B.A.), Finance
Columbia University in the City of New York 1992 — 1996
B.A., Economics
Lord, Abbett & Co. LLC January 2013 - Present
Standard & Poor's March 2012 - December 2012
Standard & Poor's March 2009 - March 2012
Standard & Poor's September 2007 - March 2009
Standard & Poor's August 2002 - December 2005
Winstar Communications 1998 - 2001
JP Morgan 1996 - 1998
Skills
Public Finance, Credit Analysis, Ratings, Municipal Bonds, Higher Education, Capital Markets, Valuation, Fixed Income, Financial Modeling, Financial Analysis, Accounting, Charter Schools, Toll Roads, Ratings Advisory, Investments
Education
Columbia University - Columbia Business School 2006 — 2007
Master of Business Administration (M.B.A.), Finance
Columbia University in the City of New York 1992 — 1996
B.A., Economics
Vanessa Clark's J.P. Morgan Experience September 2010 - December 2011
Job Head of Credit Risk Management North America at BTG Pactual
Industry Investment Banking
Experience
BTG Pactual Commodities (US) LLC August 2015 - Present
Freepoint Commodities January 2012 - August 2015
JP Morgan September 2010 - December 2011
RBS Sempra Commodities July 2008 - September 2010
UBS Investment Bank September 2007 - July 2008
Midland Bank 1993 - 1996
Price Waterhouse 1987 - 1990
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Southern Methodist University 1983 — 1987
BBA, Accounting
BTG Pactual Commodities (US) LLC August 2015 - Present
Freepoint Commodities January 2012 - August 2015
JP Morgan September 2010 - December 2011
RBS Sempra Commodities July 2008 - September 2010
UBS Investment Bank September 2007 - July 2008
Midland Bank 1993 - 1996
Price Waterhouse 1987 - 1990
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Southern Methodist University 1983 — 1987
BBA, Accounting
Donald Scott's J.P. Morgan Experience January 2009 - February 2012
Job Associate for the Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York May 2012 - Present
Deutsche Bank March 2012 - May 2012
JP Morgan January 2009 - February 2012
Goldman Sachs May 2007 - January 2009
JP Morgan March 2000 - May 2007
Skills
Fixed Income, Bloomberg, Equities, Capital Markets, Valuation, Hedge Funds, Financial Analysis, Investment Banking, Derivatives, Securities
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Columbia University in the City of New York 1994 — 1998
Bachelor of Arts (BA), Economics
Hamilton College 1997 — 1997
Academic Semester in Spain
Federal Reserve Bank of New York May 2012 - Present
Deutsche Bank March 2012 - May 2012
JP Morgan January 2009 - February 2012
Goldman Sachs May 2007 - January 2009
JP Morgan March 2000 - May 2007
Skills
Fixed Income, Bloomberg, Equities, Capital Markets, Valuation, Hedge Funds, Financial Analysis, Investment Banking, Derivatives, Securities
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Columbia University in the City of New York 1994 — 1998
Bachelor of Arts (BA), Economics
Hamilton College 1997 — 1997
Academic Semester in Spain
Benjamin Bahr, CFA's J.P. Morgan Experience June 2005 - August 2005
Job Research Analyst at First Eagle Investment Management
Industry Investment Management
Experience
First Eagle Investment Management July 2015 - Present
AllianceBernstein (Bernstein Value Equities) August 2011 - July 2015
The Brookside Group June 2010 - August 2010
Deutsche Bank June 2006 - July 2009
JP Morgan June 2005 - August 2005
Skills
Valuation, Equities, Financial Analysis, Investment Banking, Financial Modeling, Due Diligence, Private Equity, Equity Research, Bloomberg
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Notre Dame 2002 — 2006
BBA, Finance
CFA Institute
CFA Charterholder
First Eagle Investment Management July 2015 - Present
AllianceBernstein (Bernstein Value Equities) August 2011 - July 2015
The Brookside Group June 2010 - August 2010
Deutsche Bank June 2006 - July 2009
JP Morgan June 2005 - August 2005
Skills
Valuation, Equities, Financial Analysis, Investment Banking, Financial Modeling, Due Diligence, Private Equity, Equity Research, Bloomberg
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Notre Dame 2002 — 2006
BBA, Finance
CFA Institute
CFA Charterholder
Peter McLaughlin's J.P. Morgan Experience 1999 - 2002
Job Medley
Industry Investment Management
Experience
Medley Capital June 2014 - Present
Longroad Asset Management January 2010 - February 2014
Gottex Middle Market Debt Fund September 2008 - December 2009
Contrarian Capital Management 2007 - 2008
GoldenTree Asset Management 2005 - 2007
Wells Fargo Foothill 2003 - 2005
JP Morgan 1999 - 2002
Skills
Hedge Funds, Relationship Management, Business Acquisition, ETFs, Private Equity, New Business Development, Equity Valuation
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
Colorado College 1985 — 1989
BA, History and Political Science
Brooks School 1982 — 1985
Prep School
LFCDS
Medley Capital June 2014 - Present
Longroad Asset Management January 2010 - February 2014
Gottex Middle Market Debt Fund September 2008 - December 2009
Contrarian Capital Management 2007 - 2008
GoldenTree Asset Management 2005 - 2007
Wells Fargo Foothill 2003 - 2005
JP Morgan 1999 - 2002
Skills
Hedge Funds, Relationship Management, Business Acquisition, ETFs, Private Equity, New Business Development, Equity Valuation
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
Colorado College 1985 — 1989
BA, History and Political Science
Brooks School 1982 — 1985
Prep School
LFCDS
Alan Rwambuya's J.P. Morgan Experience 1992 - 2001
Job SVP at Bank of America
Industry Investment Banking
Experience
Bank of America 2010 - Present
Barclays Capital 2001 - 2010
JP Morgan 1992 - 2001
Skills
Equities, Investment Banking, Private Equity, Valuation, Capital Markets, High Yield, Fixed Income, Leveraged Finance, Hedge Funds, Financial Modeling, Structured Finance, Corporate Finance
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Bank of America 2010 - Present
Barclays Capital 2001 - 2010
JP Morgan 1992 - 2001
Skills
Equities, Investment Banking, Private Equity, Valuation, Capital Markets, High Yield, Fixed Income, Leveraged Finance, Hedge Funds, Financial Modeling, Structured Finance, Corporate Finance
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Priya Narayan's J.P. Morgan Experience 1998 - 2001
Job Program Director Retail Banking & Capital Markets at Tata Consultancy Services
Industry Capital Markets
Experience
Tata Consultancy Services May 2011 - Present
Goldman Sachs 2004 - 2009
Moody's Investors Service 2001 - 2004
JP Morgan 1998 - 2001
ITC Hotels 1996 - 1997
Wipro Systems 1992 - 1996
Skills
Program Management, Customer Relations, Offshore, Requirements Analysis, Budgeting, Integration, Testing, Contract Negotiation, Planning, ITIL, Outsourcing, Pre-sales, Derivatives, Project Planning, Fixed Income
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
MS, Operations Research:Financial Engineering
Government Engineering College, Jabalpur 1988 — 1992
M.S, Computer Science and Application
Tata Consultancy Services May 2011 - Present
Goldman Sachs 2004 - 2009
Moody's Investors Service 2001 - 2004
JP Morgan 1998 - 2001
ITC Hotels 1996 - 1997
Wipro Systems 1992 - 1996
Skills
Program Management, Customer Relations, Offshore, Requirements Analysis, Budgeting, Integration, Testing, Contract Negotiation, Planning, ITIL, Outsourcing, Pre-sales, Derivatives, Project Planning, Fixed Income
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2010
MS, Operations Research:Financial Engineering
Government Engineering College, Jabalpur 1988 — 1992
M.S, Computer Science and Application
Parker Phillips's J.P. Morgan Experience 1996 - 1997
Job Analyst at Bondurant Management, LLC
Industry Investment Management
Experience
Bondurant Management, LLC October 1999 - Present
Schroder & Co. June 1997 - October 2000
JP Morgan 1996 - 1997
Credit Suisse First Boston June 1995 - August 1995
Mills Morris Arrow, Inc. 1992 - 1994
Spin Magazine 1989 - 1991
Education
Columbia University - School of International and Public Affairs 1996 — 1997
MIA
Columbia University - Columbia Business School 1994 — 1996
MBA
Stanford University 1985 — 1989
AB, History, English
MUS
Bondurant Management, LLC October 1999 - Present
Schroder & Co. June 1997 - October 2000
JP Morgan 1996 - 1997
Credit Suisse First Boston June 1995 - August 1995
Mills Morris Arrow, Inc. 1992 - 1994
Spin Magazine 1989 - 1991
Education
Columbia University - School of International and Public Affairs 1996 — 1997
MIA
Columbia University - Columbia Business School 1994 — 1996
MBA
Stanford University 1985 — 1989
AB, History, English
MUS
Tom Zeng's J.P. Morgan Experience June 2008 - Present
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan June 2008 - Present
Bear Stearns October 1993 - May 2008
Deloitte & Touche August 1986 - October 1993
Skills
Treasury, Collateral Management, Hedge Funds, Prime Brokerage, Alternative Investments, Fixed Income, Portfolio Management, Equities, Capital Markets, Banking
Education
Columbia Business School 1989 — 1991
Finance
Niagara University 1982 — 1986
BBA, Accounting
JP Morgan June 2008 - Present
Bear Stearns October 1993 - May 2008
Deloitte & Touche August 1986 - October 1993
Skills
Treasury, Collateral Management, Hedge Funds, Prime Brokerage, Alternative Investments, Fixed Income, Portfolio Management, Equities, Capital Markets, Banking
Education
Columbia Business School 1989 — 1991
Finance
Niagara University 1982 — 1986
BBA, Accounting
Jeremy Berman's J.P. Morgan Experience 1999 - 2005
Job Portfolio Manager RiverPark Structural Alpha Fund at RiverPark Funds
Industry Financial Services
Experience
RiverPark Funds July 2013 - Present
Wavecrest Asset Management 2008 - Present
Morgan Stanley 2007 - 2008
Banc of America Securities 2005 - 2007
JP Morgan 1999 - 2005
Skills
Hedge Funds, Equities, Capital Markets, Wealth Management, Derivatives, Private Equity, Structured Products, Alternative Investments, Asset Management, Fixed Income, Portfolio Management, Investments, Mutual Funds, Options, Financial Modeling
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Haverford College 1994 — 1998
RiverPark Funds July 2013 - Present
Wavecrest Asset Management 2008 - Present
Morgan Stanley 2007 - 2008
Banc of America Securities 2005 - 2007
JP Morgan 1999 - 2005
Skills
Hedge Funds, Equities, Capital Markets, Wealth Management, Derivatives, Private Equity, Structured Products, Alternative Investments, Asset Management, Fixed Income, Portfolio Management, Investments, Mutual Funds, Options, Financial Modeling
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Haverford College 1994 — 1998
Richard Dawson, CFA's J.P. Morgan Experience June 2008 - January 2009
Job at UBS Investment Bank
Industry Financial Services
Experience
UBS Securities April 2010 - Present
JP Morgan June 2008 - January 2009
Bear Stearns 2004 - 2008
Commerzbank 2003 - 2004
Goldman Sachs 2000 - 2003
Citigroup 1992 - 2000
NERA Economic Consulting 1988 - 1990
Skills
Structured Finance, Credit Analysis, Risk Management, Due Diligence, Business Transactions, Fund Derivatives, Fixed Income, Hedge Funds, Asset-based lending, Trading
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance and Accounting
Oberlin College 1984 — 1988
BA, Economics and Government
Saint Ann's 1980 — 1984
UBS Securities April 2010 - Present
JP Morgan June 2008 - January 2009
Bear Stearns 2004 - 2008
Commerzbank 2003 - 2004
Goldman Sachs 2000 - 2003
Citigroup 1992 - 2000
NERA Economic Consulting 1988 - 1990
Skills
Structured Finance, Credit Analysis, Risk Management, Due Diligence, Business Transactions, Fund Derivatives, Fixed Income, Hedge Funds, Asset-based lending, Trading
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance and Accounting
Oberlin College 1984 — 1988
BA, Economics and Government
Saint Ann's 1980 — 1984
Polina Globerman Revness's J.P. Morgan Experience June 1999 - September 2001
Job Senior Account Director at Fusion Marketing
Industry Marketing and Advertising
Experience
Fusion Marketing June 2009 - Present
Avon Products December 2006 - August 2008
Revlon April 2005 - December 2006
Blaqwell 2003 - 2005
JP Morgan June 1999 - September 2001
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Marketing
Dartmouth College 1995 — 1999
Bachelors, Government
Fusion Marketing June 2009 - Present
Avon Products December 2006 - August 2008
Revlon April 2005 - December 2006
Blaqwell 2003 - 2005
JP Morgan June 1999 - September 2001
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Marketing
Dartmouth College 1995 — 1999
Bachelors, Government
Steven Weinreich's J.P. Morgan Experience September 2004 - January 2009
Job Managing Director at GreensLedge Capital Markets
Industry Financial Services
Experience
GreensLedge Capital Markets March 2010 - Present
JP Morgan September 2004 - January 2009
Deutsche Bank Securities May 2001 - August 2004
Morgan Stanley July 1996 - April 2001
Education
Columbia Engineering 1992 — 1996
BS, Operations Research
GreensLedge Capital Markets March 2010 - Present
JP Morgan September 2004 - January 2009
Deutsche Bank Securities May 2001 - August 2004
Morgan Stanley July 1996 - April 2001
Education
Columbia Engineering 1992 — 1996
BS, Operations Research
Akshay Das's J.P. Morgan Experience August 1996 - July 2005
Job Managing Director at Amherst Pierpont Securities Interest Rate Products Sales and Trading
Industry Investment Banking
Experience
Amherst Pierpont Securities May 2011 - Present
Bank of America Merrill Lynch July 2005 - April 2011
JP Morgan August 1996 - July 2005
Skills
Derivatives, Fixed Income, Capital Markets, Investment Banking, Bloomberg, Bonds, Credit Derivatives, Series 7, Swaps, Trading, Hedge Funds, Options, Financial Markets, Structured Products, Interest Rate..., MBS, Securities, Equity Derivatives
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Drexel University
B.S.
Amherst Pierpont Securities May 2011 - Present
Bank of America Merrill Lynch July 2005 - April 2011
JP Morgan August 1996 - July 2005
Skills
Derivatives, Fixed Income, Capital Markets, Investment Banking, Bloomberg, Bonds, Credit Derivatives, Series 7, Swaps, Trading, Hedge Funds, Options, Financial Markets, Structured Products, Interest Rate..., MBS, Securities, Equity Derivatives
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Drexel University
B.S.
Katie Pagen's J.P. Morgan Experience 1994 - 1999
Job Managing Director
Industry Financial Services
Experience
KeyBanc Capital Markets May 2010 - Present
Bernstein Private Wealth Management 2009 - 2010
Prudential Equity Group 2006 - 2007
Deutsche Bank Securities 1999 - 2006
JP Morgan 1994 - 1999
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
KeyBanc Capital Markets May 2010 - Present
Bernstein Private Wealth Management 2009 - 2010
Prudential Equity Group 2006 - 2007
Deutsche Bank Securities 1999 - 2006
JP Morgan 1994 - 1999
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Gilda Acosta's J.P. Morgan Experience August 1999 - June 2001
Job Credit Risk Management
Industry Financial Services
Experience
BBVA June 2015 - Present
Consultant February 2014 - May 2015
Department of Economic Development and Commerce of Puerto Rico February 2013 - February 2014
Consultant February 2009 - February 2013
Calyon October 2006 - November 2008
Bank of Tokyo-Mitsubishi March 2005 - October 2006
HSBC February 2002 - November 2004
JP Morgan August 1999 - June 2001
Skills
Capital Markets, Strategic Planning, Marketing Strategy, Risk Management, Business Development, Loans
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
CIRA
Member, Association of Insolvency and Restructuring Advisors
University of Pennsylvania
BA/BS in Economics
BBVA June 2015 - Present
Consultant February 2014 - May 2015
Department of Economic Development and Commerce of Puerto Rico February 2013 - February 2014
Consultant February 2009 - February 2013
Calyon October 2006 - November 2008
Bank of Tokyo-Mitsubishi March 2005 - October 2006
HSBC February 2002 - November 2004
JP Morgan August 1999 - June 2001
Skills
Capital Markets, Strategic Planning, Marketing Strategy, Risk Management, Business Development, Loans
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
CIRA
Member, Association of Insolvency and Restructuring Advisors
University of Pennsylvania
BA/BS in Economics
Gary Lehrman, CFA's J.P. Morgan Experience 2004 - 2008
Job Distressed debt portfolio manager at 1798 Global Partners
Industry Financial Services
Experience
1798 Global Partners April 2008 - Present
JP Morgan 2004 - 2008
Catalyst Investment Group 2000 - 2004
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of North Carolina at Chapel Hill 1990 — 1994
BS, Business Administration
1798 Global Partners April 2008 - Present
JP Morgan 2004 - 2008
Catalyst Investment Group 2000 - 2004
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of North Carolina at Chapel Hill 1990 — 1994
BS, Business Administration
Jacqueline Knights, CFA's J.P. Morgan Experience September 1991 - January 1997
Job Senior Financial Services Professional
Industry Financial Services
Experience
Williams Capital Group, L.P. February 2010 - Present
Jackson Securities August 2008 - January 2010
Bear Stearns June 1998 - June 2008
JP Morgan September 1991 - January 1997
JP Morgan - Morgan Guaranty Trust Company of New York June 1985 - August 1991
Skills
Corporate Finance, Investments, Investment Banking, Asset Managment, Management, Series 7, Capital Markets, Bonds, Financial Services, Mutual Funds, Structured Finance, Fixed Income, Finance, Public Finance, Securities, Valuation, Financial Modeling, Securitization, Leveraged Finance, Bloomberg, Financial Structuring, Equity Research
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BSE, Finance and Decision Sciences
Loomis Chaffee 1977 — 1981
Diploma, General
Williams Capital Group, L.P. February 2010 - Present
Jackson Securities August 2008 - January 2010
Bear Stearns June 1998 - June 2008
JP Morgan September 1991 - January 1997
JP Morgan - Morgan Guaranty Trust Company of New York June 1985 - August 1991
Skills
Corporate Finance, Investments, Investment Banking, Asset Managment, Management, Series 7, Capital Markets, Bonds, Financial Services, Mutual Funds, Structured Finance, Fixed Income, Finance, Public Finance, Securities, Valuation, Financial Modeling, Securitization, Leveraged Finance, Bloomberg, Financial Structuring, Equity Research
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BSE, Finance and Decision Sciences
Loomis Chaffee 1977 — 1981
Diploma, General
Annette Halprin's J.P. Morgan Experience May 2000 - March 2001
Job Client Sales at MarketAxess
Industry Investment Banking
Experience
MarketAxess September 2009 - Present
Dresdner Kleinwort March 2001 - August 2009
JP Morgan May 2000 - March 2001
BNP Paribas April 1999 - April 2000
Merrill Lynch August 1993 - October 1998
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, English, Marketing
MarketAxess September 2009 - Present
Dresdner Kleinwort March 2001 - August 2009
JP Morgan May 2000 - March 2001
BNP Paribas April 1999 - April 2000
Merrill Lynch August 1993 - October 1998
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
University of Pennsylvania 1984 — 1988
BA, English, Marketing
Jeff Garrity's J.P. Morgan Experience May 1980 - July 2003
Job Business & Career Advisor
Industry Investment Management
Experience
WEST END PARTNERS January 2010 - March 2012
Russell Reynolds Associates October 2005 - May 2007
WALLACE & MACKENZIE January 2004 - September 2005
JP Morgan May 1980 - July 2003
J.P. Morgan Retirement Plan Services January 1999 - January 2003
J.P. Morgan Investment Management January 1997 - January 1999
J.P. Morgan Investment Management January 1994 - January 1997
J.P. Morgan Securities January 1991 - January 1994
J.P. Morgan Canada January 1988 - January 1991
J.P. Morgan January 1985 - January 1988
Skills
Investment Management, Restructuring, Start-ups, Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Investments, Equities, Wealth Management, Mutual Funds, Fixed Income, Financial Services, Portfolio Management, Corporate Finance
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Harvard University 1971 — 1976
A.B., History
WEST END PARTNERS January 2010 - March 2012
Russell Reynolds Associates October 2005 - May 2007
WALLACE & MACKENZIE January 2004 - September 2005
JP Morgan May 1980 - July 2003
J.P. Morgan Retirement Plan Services January 1999 - January 2003
J.P. Morgan Investment Management January 1997 - January 1999
J.P. Morgan Investment Management January 1994 - January 1997
J.P. Morgan Securities January 1991 - January 1994
J.P. Morgan Canada January 1988 - January 1991
J.P. Morgan January 1985 - January 1988
Skills
Investment Management, Restructuring, Start-ups, Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Investments, Equities, Wealth Management, Mutual Funds, Fixed Income, Financial Services, Portfolio Management, Corporate Finance
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Harvard University 1971 — 1976
A.B., History
Essya Hanachi's J.P. Morgan Experience 1994 - 1997
Job Managing Director
Industry Financial Services
Experience
JPMorgan Chase December 2012 - Present
JPMorgan Chase July 2010 - December 2012
BGC Partners 2004 - August 2010
Goldman Sachs 1997 - 2004
JP Morgan 1994 - 1997
Skills
Financial Analysis, Financial Modeling, Capital Markets, Investment Banking, Equities, Risk Management, Management, Fixed Income, Derivatives, Corporate Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Georgetown University 1987 — 1991
BSBA, Accounting
Georgetown University - The McDonough School of Business 1987 — 1991
BSBA, Accounting
JPMorgan Chase December 2012 - Present
JPMorgan Chase July 2010 - December 2012
BGC Partners 2004 - August 2010
Goldman Sachs 1997 - 2004
JP Morgan 1994 - 1997
Skills
Financial Analysis, Financial Modeling, Capital Markets, Investment Banking, Equities, Risk Management, Management, Fixed Income, Derivatives, Corporate Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Georgetown University 1987 — 1991
BSBA, Accounting
Georgetown University - The McDonough School of Business 1987 — 1991
BSBA, Accounting
John R Chrin's J.P. Morgan Experience July 1999 - June 2009
Job ExecutiveinResidence and Research Fellow at Lehigh University
Industry Higher Education
Experience
Lehigh University August 2009 - Present
JP Morgan July 1999 - June 2009
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance/Marketing
Lehigh University 1981 — 1986
BSIE, Industrial Engineering
Lehigh University 1981 — 1985
BA, Economics
Lehigh University August 2009 - Present
JP Morgan July 1999 - June 2009
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance/Marketing
Lehigh University 1981 — 1986
BSIE, Industrial Engineering
Lehigh University 1981 — 1985
BA, Economics
Iris Trotman's J.P. Morgan Experience 2008 - 2011
Job Executive Director at JP Morgan
Industry Financial Services
Experience
TD Securities 2011 - Present
JP Morgan 2008 - 2011
Bear Stearns 2005 - 2008
Deutsche Bank 2000 - 2005
Morgan Stanley 2000 - 2000
American Express 1995 - 2000
Bankers Trust 1987 - 1995
IBM 1982 - 1985
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Financial Services, Derivatives, Hedge Funds, Leadership, Management, Securities, Business Analysis, Portfolio Management, SDLC
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Marketing and Finance
Yale University 1978 — 1982
BA, Political Science
TD Securities 2011 - Present
JP Morgan 2008 - 2011
Bear Stearns 2005 - 2008
Deutsche Bank 2000 - 2005
Morgan Stanley 2000 - 2000
American Express 1995 - 2000
Bankers Trust 1987 - 1995
IBM 1982 - 1985
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Financial Services, Derivatives, Hedge Funds, Leadership, Management, Securities, Business Analysis, Portfolio Management, SDLC
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Marketing and Finance
Yale University 1978 — 1982
BA, Political Science
Shaan Sheikh, CFA's J.P. Morgan Experience July 2008 - January 2009
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
GE Energy Financial Services June 2015 - August 2015
Morgan Stanley May 2011 - June 2014
Dahlman Rose & Co. May 2009 - May 2011
JP Morgan July 2008 - January 2009
JP Morgan May 2007 - August 2007
Skills
Equity Research, Financial Modeling, Valuation, Equities, Corporate Finance, Due Diligence, Capital Markets, Fixed Income, Investment Management, Investment Banking, Hedge Funds, Bloomberg, Business Strategy, IPO, Mergers & Acquisitions, Investments
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2003 — 2007
Bachelor of Applied Science (BASc), Systems Engineering
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.Sc.), Economics, Finance
GE Energy Financial Services June 2015 - August 2015
Morgan Stanley May 2011 - June 2014
Dahlman Rose & Co. May 2009 - May 2011
JP Morgan July 2008 - January 2009
JP Morgan May 2007 - August 2007
Skills
Equity Research, Financial Modeling, Valuation, Equities, Corporate Finance, Due Diligence, Capital Markets, Fixed Income, Investment Management, Investment Banking, Hedge Funds, Bloomberg, Business Strategy, IPO, Mergers & Acquisitions, Investments
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2003 — 2007
Bachelor of Applied Science (BASc), Systems Engineering
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science (B.Sc.), Economics, Finance
Jarred Sherman's J.P. Morgan Experience 1999 - Present
Job Executive Director and Fixed Income Portfolio Manager at JPMorgan Asset Management
Industry Investment Management
Experience
JPMorgan Asset Management July 1999 - Present
JPMorgan Asset Management 1999 - Present
JP Morgan 1999 - Present
Skills
Fixed Income Portfolio..., Fixed Income, Credit Derivatives, Bloomberg, High Yield, Derivatives, Bonds, Asset Managment, Structured Products, Asset Management, Hedge Funds, Investments
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
University of Pennsylvania 1995 — 1999
BA, Economics
JPMorgan Asset Management July 1999 - Present
JPMorgan Asset Management 1999 - Present
JP Morgan 1999 - Present
Skills
Fixed Income Portfolio..., Fixed Income, Credit Derivatives, Bloomberg, High Yield, Derivatives, Bonds, Asset Managment, Structured Products, Asset Management, Hedge Funds, Investments
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
University of Pennsylvania 1995 — 1999
BA, Economics
Bob Hannigan's J.P. Morgan Experience 1995 - 1997
Job Aldwych Capital Partners Managing Director EM and Africa PE and Debt
Industry Financial Services
Experience
Aldwych Capital Partners 2012 - Present
Mizuho Securities USA Inc. 2011 - 2012
Knight Capital 2008 - 2011
CRT Capital 1997 - 2007
JP Morgan 1995 - 1997
DLJ 1990 - 1994
Skills
Fixed Income, Equities, Hedge Funds, Securities, Trading, Capital Markets, Asset Management, Bonds, Bloomberg
Education
Columbia Business School
MBA, Finance
Fordham Preparatory
Fordham Preparatory
Williams College
BA, Economics
Aldwych Capital Partners 2012 - Present
Mizuho Securities USA Inc. 2011 - 2012
Knight Capital 2008 - 2011
CRT Capital 1997 - 2007
JP Morgan 1995 - 1997
DLJ 1990 - 1994
Skills
Fixed Income, Equities, Hedge Funds, Securities, Trading, Capital Markets, Asset Management, Bonds, Bloomberg
Education
Columbia Business School
MBA, Finance
Fordham Preparatory
Fordham Preparatory
Williams College
BA, Economics
Joseph O'Connor's J.P. Morgan Experience 1996 - Present
Job Executive Director at JPMorgan Chase
Industry Banking
Experience
JP Morgan 1996 - Present
KPMG Peat Marwick December 1993 - November 1996
KPMG November 1988 - December 1993
Skills
CCAR, DFAST, Basel III, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Investment Banking, Equities, Fixed Income, Valuation, Electronic Trading, Mergers & Acquisitions, Risk Management, Strategic Planning, Change Management, Business Strategy, Strategic Financial..., Accounting
Education
Columbia University - Columbia Business School 2000 — 2001
MBA
University College Dublin 1985 — 1988
Bachelor of Commerce (B.Com.), Accounting
JP Morgan 1996 - Present
KPMG Peat Marwick December 1993 - November 1996
KPMG November 1988 - December 1993
Skills
CCAR, DFAST, Basel III, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Investment Banking, Equities, Fixed Income, Valuation, Electronic Trading, Mergers & Acquisitions, Risk Management, Strategic Planning, Change Management, Business Strategy, Strategic Financial..., Accounting
Education
Columbia University - Columbia Business School 2000 — 2001
MBA
University College Dublin 1985 — 1988
Bachelor of Commerce (B.Com.), Accounting
Abraham Lee's J.P. Morgan Experience June 2008 - May 2014
Job .
Industry Investment Management
Experience
JP Morgan June 2008 - May 2014
Bear Stearns International April 2004 - May 2008
Bear Stearns July 1999 - April 2004
Skills
Bloomberg, Proprietary Trading, Derivatives, Arbitrage, Special Situations, Risk Arbitrage, Equities, Hedge Funds, Capital Markets
Education
Columbia College (NY) 1995 — 1999
B.A., Economics
Columbia University in the City of New York 1995 — 1999
B.A., Economics
CBA
JP Morgan June 2008 - May 2014
Bear Stearns International April 2004 - May 2008
Bear Stearns July 1999 - April 2004
Skills
Bloomberg, Proprietary Trading, Derivatives, Arbitrage, Special Situations, Risk Arbitrage, Equities, Hedge Funds, Capital Markets
Education
Columbia College (NY) 1995 — 1999
B.A., Economics
Columbia University in the City of New York 1995 — 1999
B.A., Economics
CBA
Alistair Meadows's J.P. Morgan Experience February 2013 - November 2013
Job Industry Analyst Vice President at Tudor, Pickering, Holt & Co.
Industry Investment Banking
Experience
Tudor, Pickering, Holt & Co. November 2013 - Present
J.P. Morgan February 2013 - November 2013
JP Morgan June 2010 - February 2013
Goldman Sachs July 2009 - May 2010
Goldman Sachs June 2008 - August 2008
Simpson Thacher & Bartlett LLP 2007 - 2007
Skills
MLP Modeling, Equity Research, Equity Valuation, Oil&Gas, Energy Industry, MLP, Equity Capital Markets, Valuation, Bloomberg, Equities, Hedge Funds, Investment Banking, Financial Modeling, Capital Markets, Due Diligence, Private Equity
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Columbia University School of Law 2005 — 2009
JD
University of Pennsylvania 1998 — 2002
Bachelor of Arts (BA)
The Altamont School 1992 — 1998
High School
Tudor, Pickering, Holt & Co. November 2013 - Present
J.P. Morgan February 2013 - November 2013
JP Morgan June 2010 - February 2013
Goldman Sachs July 2009 - May 2010
Goldman Sachs June 2008 - August 2008
Simpson Thacher & Bartlett LLP 2007 - 2007
Skills
MLP Modeling, Equity Research, Equity Valuation, Oil&Gas, Energy Industry, MLP, Equity Capital Markets, Valuation, Bloomberg, Equities, Hedge Funds, Investment Banking, Financial Modeling, Capital Markets, Due Diligence, Private Equity
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Columbia University School of Law 2005 — 2009
JD
University of Pennsylvania 1998 — 2002
Bachelor of Arts (BA)
The Altamont School 1992 — 1998
High School
David Natter's J.P. Morgan Experience 1992 - 2000
Job Quantatative Strategist at BlueMountain Capital Management
Industry Financial Services
Experience
BlueMountain Capital Management April 2010 - Present
Morgan Stanley 2000 - 2010
JP Morgan 1992 - 2000
Entity Object Technology 1998 - 1998
Skills
Derivatives, Fixed Income, Trading Systems, Capital Markets, Equities, Structured Products, Hedge Funds, Credit Derivatives, Sybase, Interest Rate..., Alternative Investments, Prime Brokerage, Bloomberg, Trading, Bonds, Risk Management, Securities, Equity Derivatives, Management, Options, Unix
Education
University of Pennsylvania 1982 — 1987
BSE, Computer Engineering
Columbia Law School 1987 — 2000
JD, Law
International Christian University 1984 — 1985
OYR
BlueMountain Capital Management April 2010 - Present
Morgan Stanley 2000 - 2010
JP Morgan 1992 - 2000
Entity Object Technology 1998 - 1998
Skills
Derivatives, Fixed Income, Trading Systems, Capital Markets, Equities, Structured Products, Hedge Funds, Credit Derivatives, Sybase, Interest Rate..., Alternative Investments, Prime Brokerage, Bloomberg, Trading, Bonds, Risk Management, Securities, Equity Derivatives, Management, Options, Unix
Education
University of Pennsylvania 1982 — 1987
BSE, Computer Engineering
Columbia Law School 1987 — 2000
JD, Law
International Christian University 1984 — 1985
OYR
Teresa McRoberts's J.P. Morgan Experience 1985 - 1994
Job Founder at Bienville Health Science Partners
Industry Investment Management
Experience
Bienville Health Science Partners October 2013 - Present
Galleon Group January 2009 - November 2009
Carlyle Blue Wave 2007 - 2008
Citigroup 2005 - 2007
Fred Alger Management 2001 - 2005
Morgan Stanley 1998 - 2001
Fred Alger Management 1994 - 1998
JP Morgan 1985 - 1994
Cambridge Associates February 1980 - June 1983
Education
Columbia Business School 1983 — 1985
MBA
Bienville Health Science Partners October 2013 - Present
Galleon Group January 2009 - November 2009
Carlyle Blue Wave 2007 - 2008
Citigroup 2005 - 2007
Fred Alger Management 2001 - 2005
Morgan Stanley 1998 - 2001
Fred Alger Management 1994 - 1998
JP Morgan 1985 - 1994
Cambridge Associates February 1980 - June 1983
Education
Columbia Business School 1983 — 1985
MBA
Peter Rugg's J.P. Morgan Experience September 1970 - April 1993
Job Director and hands on advisor for small and medium size companies with experience in Finance, Energy & Technology
Industry Executive Office
Experience
Shocase January 2015 - Present
Newport Board Group December 2012 - Present
The Co-Investment Partnership April 2003 - Present
Fishers Island Ferry District September 2012 - Present
MacArthur Energy January 2009 - Present
Goss Trade Services April 2007 - Present
Nviro Cleantech plc January 2006 - January 2009
Tatum LLC June 1999 - December 2005
Triton Energy May 1993 - May 1999
JP Morgan September 1970 - April 1993
Skills
IPO, Public Companies, Energy, Oil, High Growth Companies, Venture Capital, Start-ups, Mergers, Cleantech, Corporate Management, Mergers & Acquisitions, Management, Joint Ventures, Petroleum, Business Strategy, Investments, Private Equity, Directorship, Wireless Technology, Marine Transportation, Banking, Corporate Finance, eCommerce, Divestitures, Strategy, Corporate Development, Finance, Contract Management, Strategic Planning, Negotiation, Due Diligence, Program Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1968 — 1970
BS, Industrial Engineering
Columbia College (NY) 1965 — 1969
BA, Liberal Arts and Sciences
Shocase January 2015 - Present
Newport Board Group December 2012 - Present
The Co-Investment Partnership April 2003 - Present
Fishers Island Ferry District September 2012 - Present
MacArthur Energy January 2009 - Present
Goss Trade Services April 2007 - Present
Nviro Cleantech plc January 2006 - January 2009
Tatum LLC June 1999 - December 2005
Triton Energy May 1993 - May 1999
JP Morgan September 1970 - April 1993
Skills
IPO, Public Companies, Energy, Oil, High Growth Companies, Venture Capital, Start-ups, Mergers, Cleantech, Corporate Management, Mergers & Acquisitions, Management, Joint Ventures, Petroleum, Business Strategy, Investments, Private Equity, Directorship, Wireless Technology, Marine Transportation, Banking, Corporate Finance, eCommerce, Divestitures, Strategy, Corporate Development, Finance, Contract Management, Strategic Planning, Negotiation, Due Diligence, Program Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1968 — 1970
BS, Industrial Engineering
Columbia College (NY) 1965 — 1969
BA, Liberal Arts and Sciences
Laurence Groot Bruinderink's J.P. Morgan Experience November 2009 - October 2010
Job
Industry Banking
Experience
Morgan Stanley January 2011 - August 2013
JP Morgan November 2009 - October 2010
J.P. Morgan June 2009 - September 2009
Deloitte July 2007 - August 2007
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
MS, Financial Engineering
Twente University 2004 — 2008
BS, Applied Mathematics
Morgan Stanley January 2011 - August 2013
JP Morgan November 2009 - October 2010
J.P. Morgan June 2009 - September 2009
Deloitte July 2007 - August 2007
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
MS, Financial Engineering
Twente University 2004 — 2008
BS, Applied Mathematics
Steinhardt John's J.P. Morgan Experience 1996 - 2004
Job Managing Partner KLS Diversified Asset Management LP
Industry Investment Management
Experience
KLS Diversified Asset Management LP January 2007 - Present
JP Morgan 1996 - 2004
Skills
Asset Managment, Hedge Funds, Fixed Income, Derivatives, Valuation, Trading, Investments, FX Options, Portfolio Management, Alternative Investments, Equities, Bonds, Series 7, Asset Management, Structured Products, Bloomberg, Capital Markets, Trading Systems, Investment Strategies, Financial Modeling, Finance, Investment Banking, Structured Finance, Equity Research
Education
Columbia University - Columbia Business School 1977 — 1979
Master of Business Administration (MBA)
St. Lawrence University 1972 — 1975
Bachelor of Arts (B.A.)
KLS Diversified Asset Management LP January 2007 - Present
JP Morgan 1996 - 2004
Skills
Asset Managment, Hedge Funds, Fixed Income, Derivatives, Valuation, Trading, Investments, FX Options, Portfolio Management, Alternative Investments, Equities, Bonds, Series 7, Asset Management, Structured Products, Bloomberg, Capital Markets, Trading Systems, Investment Strategies, Financial Modeling, Finance, Investment Banking, Structured Finance, Equity Research
Education
Columbia University - Columbia Business School 1977 — 1979
Master of Business Administration (MBA)
St. Lawrence University 1972 — 1975
Bachelor of Arts (B.A.)
Kibong Cho's J.P. Morgan Experience June 2008 - August 2008
Job Student
Industry Law Practice
Experience
UNISON CAPITAL December 2012 - January 2013
OFFICE OF THE NEW YORK STATE ATTORNEY GENERAL September 2012 - November 2012
KOBRE & KIM June 2012 - August 2012
KIM & CHANG June 2011 - August 2011
JP MORGAN June 2008 - August 2008
Education
Columbia Law School 2010 — 2013
Doctor of Law (JD), Law
University of Pennsylvania 2005 — 2009
Bachelor of Arts (B.A.), Economics
UNISON CAPITAL December 2012 - January 2013
OFFICE OF THE NEW YORK STATE ATTORNEY GENERAL September 2012 - November 2012
KOBRE & KIM June 2012 - August 2012
KIM & CHANG June 2011 - August 2011
JP MORGAN June 2008 - August 2008
Education
Columbia Law School 2010 — 2013
Doctor of Law (JD), Law
University of Pennsylvania 2005 — 2009
Bachelor of Arts (B.A.), Economics
Habic Tashib's J.P. Morgan Experience 2008 - 2010
Job Business Development at Olayan Group
Industry Financial Services
Experience
Investment Management Company 2010 - Present
JP Morgan 2008 - 2010
Caudill Capital Partners April 2006 - 2007
Education
Columbia Business School
B.S., Economics
Investment Management Company 2010 - Present
JP Morgan 2008 - 2010
Caudill Capital Partners April 2006 - 2007
Education
Columbia Business School
B.S., Economics
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.