J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Nicholas Gigliotti Nicholas Gigliotti's J.P. Morgan Experience March 2015 - Present
Job AML/KYC Client Onboarding Specialist
Industry Banking
Experience
JP Morgan March 2015 - Present
Valorous, Inc. September 2013 - May 2014
US Army January 2009 - August 2013
Skills
Army, Military, Military Operations, Security Clearance, Military Experience, DoD, Weapons, Intelligence Analysis, Afghanistan, Top Secret, Intelligence, Counterinsurgency, Special Operations, Combat, Organizational..., Surveillance, HUMINT, SIGINT, Intelligence Community, Tactics, Reconnaissance, Interagency Coordination, Active DoD Secret..., Counterterrorism, Signals Intelligence, Military Training, Intelligence Collection, Leadership, IMINT, Active Top Secret..., SCI Clearance, Interrogation, NATO, Counterintelligence, Active TS/SCI Clearance, Force Protection, Defense, National Security, Homeland Security, Operational Planning, Information Assurance, Command, C4ISR, Electronic Warfare, Government Contracting
Education
Columbus State Community College 2015 — 2016
Associate of Arts and Sciences (A.A.S.), Computer Science
Cochise College 2009 — 2009
Associate of Science (A.S.), Military Intelligence, General
Hilliard Darby High School 2004 — 2008
Diploma, General Studies
JP Morgan March 2015 - Present
Valorous, Inc. September 2013 - May 2014
US Army January 2009 - August 2013
Skills
Army, Military, Military Operations, Security Clearance, Military Experience, DoD, Weapons, Intelligence Analysis, Afghanistan, Top Secret, Intelligence, Counterinsurgency, Special Operations, Combat, Organizational..., Surveillance, HUMINT, SIGINT, Intelligence Community, Tactics, Reconnaissance, Interagency Coordination, Active DoD Secret..., Counterterrorism, Signals Intelligence, Military Training, Intelligence Collection, Leadership, IMINT, Active Top Secret..., SCI Clearance, Interrogation, NATO, Counterintelligence, Active TS/SCI Clearance, Force Protection, Defense, National Security, Homeland Security, Operational Planning, Information Assurance, Command, C4ISR, Electronic Warfare, Government Contracting
Education
Columbus State Community College 2015 — 2016
Associate of Arts and Sciences (A.A.S.), Computer Science
Cochise College 2009 — 2009
Associate of Science (A.S.), Military Intelligence, General
Hilliard Darby High School 2004 — 2008
Diploma, General Studies
Mark Ginsburg Mark Ginsburg's J.P. Morgan Experience January 1996 - September 1997
Job Data Analytics Director at CKM Advisors
Industry Financial Services
Experience
CKM Advisors January 2012 - Present
Seventh Rank Management, LLC July 2005 - January 2012
PedOne June 2005 - August 2008
Accenture Technology Labs April 2007 - July 2008
University of Arizona, Eller College of Management August 2000 - June 2005
F. Hoffmann-La Roche August 1999 - May 2000
UC Berkeley 1998 - 1999
NYU Stern School of Business 1992 - 1998
JP Morgan January 1996 - September 1997
NYU Edgar 1994 - 1997
Skills
Knowledge Management, Document Management, E-business, Pharmaceuticals, Informatics, Open Standards, XML, Metadata, eHealth, JavaScript, HTML, CSS, MySQL, SQL Server, SQL, Integration, SDLC, Data Analysis, Enterprise Architecture, Architecture, Databases, Statistics, Web Development, Perl, Big Data, Data Modeling, Database Design, Business Intelligence, Analytics, Unix, Linux, Web Applications, Database Administration, R, Text Mining, Greenplum, Aster, Teradata, Research, Analysis, Consulting, SAS, Data Warehousing, Statistical Modeling, Corporate Development, Python
Education
New York University - Leonard N. Stern School of Business 1992 — 1998
PhD, Information Systems
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Statistics/Operations Research
Columbia University College of Physicians and Surgeons 1981 — 1984
MA, Pharmacology
Princeton University 1976 — 1980
BA, Biology
CKM Advisors January 2012 - Present
Seventh Rank Management, LLC July 2005 - January 2012
PedOne June 2005 - August 2008
Accenture Technology Labs April 2007 - July 2008
University of Arizona, Eller College of Management August 2000 - June 2005
F. Hoffmann-La Roche August 1999 - May 2000
UC Berkeley 1998 - 1999
NYU Stern School of Business 1992 - 1998
JP Morgan January 1996 - September 1997
NYU Edgar 1994 - 1997
Skills
Knowledge Management, Document Management, E-business, Pharmaceuticals, Informatics, Open Standards, XML, Metadata, eHealth, JavaScript, HTML, CSS, MySQL, SQL Server, SQL, Integration, SDLC, Data Analysis, Enterprise Architecture, Architecture, Databases, Statistics, Web Development, Perl, Big Data, Data Modeling, Database Design, Business Intelligence, Analytics, Unix, Linux, Web Applications, Database Administration, R, Text Mining, Greenplum, Aster, Teradata, Research, Analysis, Consulting, SAS, Data Warehousing, Statistical Modeling, Corporate Development, Python
Education
New York University - Leonard N. Stern School of Business 1992 — 1998
PhD, Information Systems
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Statistics/Operations Research
Columbia University College of Physicians and Surgeons 1981 — 1984
MA, Pharmacology
Princeton University 1976 — 1980
BA, Biology
Doug Weidner Doug Weidner's J.P. Morgan Experience September 2012 - Present
Job Product Control at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2012 - Present
J.P. Morgan 2011 - September 2012
J.P. Morgan January 2009 - December 2011
JP Morgan 2008 - 2008
Skills
Fixed Income, Risk Management, People Management, Derivatives, Exotic Derivatives, Internal Controls, Rates, Bloomberg, Finance, Financial Analysis
Education
Cornell University
BA, Sociology w/ Concentration In Business
Villanova University
Summer Business Concentration
J.P. Morgan September 2012 - Present
J.P. Morgan 2011 - September 2012
J.P. Morgan January 2009 - December 2011
JP Morgan 2008 - 2008
Skills
Fixed Income, Risk Management, People Management, Derivatives, Exotic Derivatives, Internal Controls, Rates, Bloomberg, Finance, Financial Analysis
Education
Cornell University
BA, Sociology w/ Concentration In Business
Villanova University
Summer Business Concentration
Keren Hillman Keren Hillman's J.P. Morgan Experience 2001 - 2002
Job Sr. Director, Talent Partner at ADP
Industry Professional Training & Coaching
Experience
ADP October 2013 - Present
Philip Morris International June 2010 - May 2013
AIG April 2010 - May 2010
AIG January 2009 - March 2010
AIG October 2006 - January 2009
Deloitte Consulting January 2004 - May 2006
Pfizer 2004 - 2004
New School University 2002 - 2004
JP Morgan 2001 - 2002
IBM 1996 - 2000
Skills
Organizational..., Change Management, Performance Management, Organizational..., Executive Coaching, Talent Management, Leadership Development, Management Consulting, Organizational Design, Strategy, Mergers, Succession Planning, Employee Engagement, Coaching, Culture Change, Competency Framework...
Education
New School University 2002 — 2004
MS, Organizational Change Management
Open University of Israel 1996 — 2000
BA, Management and Sociology
Cornell University 2011 — 2012
Executive HR Program, Human Resources Management
ADP October 2013 - Present
Philip Morris International June 2010 - May 2013
AIG April 2010 - May 2010
AIG January 2009 - March 2010
AIG October 2006 - January 2009
Deloitte Consulting January 2004 - May 2006
Pfizer 2004 - 2004
New School University 2002 - 2004
JP Morgan 2001 - 2002
IBM 1996 - 2000
Skills
Organizational..., Change Management, Performance Management, Organizational..., Executive Coaching, Talent Management, Leadership Development, Management Consulting, Organizational Design, Strategy, Mergers, Succession Planning, Employee Engagement, Coaching, Culture Change, Competency Framework...
Education
New School University 2002 — 2004
MS, Organizational Change Management
Open University of Israel 1996 — 2000
BA, Management and Sociology
Cornell University 2011 — 2012
Executive HR Program, Human Resources Management
Michelle Minix Michelle Minix's J.P. Morgan Experience 1996 - 1998
Job Marketing professional
Industry Graphic Design
Experience
EMD Chemicals Performance Materials division January 2011 - Present
iLIVE in South Jersey Magazine January 2012 - Present
EMD Chemicals July 2008 - December 2011
Design Branch 2005 - 2009
South Jersey Federal Credit Union August 2007 - July 2008
Pfeiffer Advertising February 2006 - August 2007
JP Morgan 1996 - 1998
Godwin Pumps 1994 - 1996
United States Air Force 1987 - 1990
Skills
Email Marketing, Social Media Marketing, Web Design, Photography, Marketing Communications, Leadership, Content Management, Marketing, Graphic Design, Social Media, Advertising, Project Management, Customer Service, Budgets, Online Marketing, Adobe Creative Suite, InDesign, Marketing Strategy, Internal Communications, Editing, Online Advertising, Brand Development, Training, Sales, Copywriting, Social Networking, Integrated Marketing, Google Analytics
Education
Community College of the Air Force 1987 — 1990
EMD Chemicals Performance Materials division January 2011 - Present
iLIVE in South Jersey Magazine January 2012 - Present
EMD Chemicals July 2008 - December 2011
Design Branch 2005 - 2009
South Jersey Federal Credit Union August 2007 - July 2008
Pfeiffer Advertising February 2006 - August 2007
JP Morgan 1996 - 1998
Godwin Pumps 1994 - 1996
United States Air Force 1987 - 1990
Skills
Email Marketing, Social Media Marketing, Web Design, Photography, Marketing Communications, Leadership, Content Management, Marketing, Graphic Design, Social Media, Advertising, Project Management, Customer Service, Budgets, Online Marketing, Adobe Creative Suite, InDesign, Marketing Strategy, Internal Communications, Editing, Online Advertising, Brand Development, Training, Sales, Copywriting, Social Networking, Integrated Marketing, Google Analytics
Education
Community College of the Air Force 1987 — 1990
Jane Yen Jane Yen's J.P. Morgan Experience January 1995 - November 1996
Job Senior Product Manager at Bloomberg
Industry Financial Services
Experience
Bloomberg January 2010 - Present
Misys February 2008 - July 2009
Misys July 2003 - January 2008
Summit Systems November 1998 - June 2003
Summit Systems November 1996 - October 1998
JP Morgan January 1995 - November 1996
Skills
Product Management, Software Development, Software Project..., Enterprise Software, SDLC, IT Strategy, SaaS, Cloud Computing, Strategy, Program Management, Requirements Gathering, Agile Project Management, Outsourcing, Requirements Analysis, Change Management, PMP, Business Process, Databases, Management, PMO, Business Analysis, Market Data, Data Warehousing, Leadership, Vendor Management, Integration, Process Improvement
Education
Columbia University in the City of New York
MS & BS, Computer Science
Bloomberg January 2010 - Present
Misys February 2008 - July 2009
Misys July 2003 - January 2008
Summit Systems November 1998 - June 2003
Summit Systems November 1996 - October 1998
JP Morgan January 1995 - November 1996
Skills
Product Management, Software Development, Software Project..., Enterprise Software, SDLC, IT Strategy, SaaS, Cloud Computing, Strategy, Program Management, Requirements Gathering, Agile Project Management, Outsourcing, Requirements Analysis, Change Management, PMP, Business Process, Databases, Management, PMO, Business Analysis, Market Data, Data Warehousing, Leadership, Vendor Management, Integration, Process Improvement
Education
Columbia University in the City of New York
MS & BS, Computer Science
Charlie Feng Charlie Feng's J.P. Morgan Experience 2010 - 2010
Job Analyst at Taconic Capital
Industry Investment Management
Experience
Taconic Capital 2014 - Present
Anchorage Capital Group, L.L.C. 2013 - 2014
Lazard 2011 - 2013
JP Morgan 2010 - 2010
JP Morgan 2009 - 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Data Analysis, Investment Banking, Microsoft Excel, Corporate Finance, Equities, Investments, Alternative Investments, Mergers & Acquisitions, Asset Managment
Education
Cornell University
B.S., Applied Economics, Information Science, Magna Cum Laude
Taconic Capital 2014 - Present
Anchorage Capital Group, L.L.C. 2013 - 2014
Lazard 2011 - 2013
JP Morgan 2010 - 2010
JP Morgan 2009 - 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Data Analysis, Investment Banking, Microsoft Excel, Corporate Finance, Equities, Investments, Alternative Investments, Mergers & Acquisitions, Asset Managment
Education
Cornell University
B.S., Applied Economics, Information Science, Magna Cum Laude
Stephen Pite Stephen Pite's J.P. Morgan Experience 2010 - 2012
Job Director, MFA Film program at Vermont College of Fine Arts
Industry Education Management
Experience
Vermont College of Fine Arts April 2013 - Present
Art Institutes International 2010 - 2013
Filmography 1990 - 2013
JP Morgan 2010 - 2012
Blue Sky Green Earth magazine 2009 - 2011
Art Institute of New York City 2007 - 2009
Career Education Corporation 2000 - 2007
SCIArc 1992 - 1995
additional marketing projects 1982 - 1992
School of Visual Arts 1978 - 1991
Skills
Advertising, Copywriting, Management, Photography, Integrated Marketing, Digital Media, Public Relations, Marketing, Graphic Design, Marketing Communications, Creative Direction, Online Advertising, Web Design, Blogging, Multimedia, Graphics, Project Planning, Higher Education, Nonprofits, InDesign, Art Direction, Strategic Communications, Adobe Creative Suite, Photoshop, Editing, Illustrator, Corporate Communications, Video, Art, Marketing Strategy, Film Production, Public Speaking, Strategic Planning, Teaching, Digital Photography, Film
Education
University of Kansas 1995 — 2005
Ph.D.
Columbia University in the City of New York 1976 — 1978
MA
School of Visual Arts 1969 — 1975
Bachelor of Fine Arts (BFA)
Vermont College of Fine Arts April 2013 - Present
Art Institutes International 2010 - 2013
Filmography 1990 - 2013
JP Morgan 2010 - 2012
Blue Sky Green Earth magazine 2009 - 2011
Art Institute of New York City 2007 - 2009
Career Education Corporation 2000 - 2007
SCIArc 1992 - 1995
additional marketing projects 1982 - 1992
School of Visual Arts 1978 - 1991
Skills
Advertising, Copywriting, Management, Photography, Integrated Marketing, Digital Media, Public Relations, Marketing, Graphic Design, Marketing Communications, Creative Direction, Online Advertising, Web Design, Blogging, Multimedia, Graphics, Project Planning, Higher Education, Nonprofits, InDesign, Art Direction, Strategic Communications, Adobe Creative Suite, Photoshop, Editing, Illustrator, Corporate Communications, Video, Art, Marketing Strategy, Film Production, Public Speaking, Strategic Planning, Teaching, Digital Photography, Film
Education
University of Kansas 1995 — 2005
Ph.D.
Columbia University in the City of New York 1976 — 1978
MA
School of Visual Arts 1969 — 1975
Bachelor of Fine Arts (BFA)
Edward Park, CFA's J.P. Morgan Experience March 2000 - December 2001
Job
Industry Financial Services
Experience
Puget Sound Energy 2015 - Present
Samsung July 2010 - August 2014
Harris myCFO December 2008 - May 2010
U.S. Trust August 2005 - December 2008
Brownson, Rehmus & Foxworth June 2004 - August 2005
UBS February 2002 - June 2004
JP Morgan March 2000 - December 2001
Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, Financial Modeling, Tax Advisory, Financial Education, Writing, Tax-advantaged..., Alternative Investments, Analysis, Asset Management, Equities, Financial Advisory, Estate Planning, Hedge Funds, Financial Services, Insurance, Investment Strategies, Investments, Private Equity, Retirement, Risk Management, Tax, Valuation, Wealth Management..., Due Diligence, Strategic Financial..., Investment Management, Asset Allocation, Corporate Finance, Capital Markets, Financial Planning
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business Administration
Tunghai University 1998 — 1998
Summer Program
Connecticut College 1995 — 1998
B.A., Int'l Relations, Chinese Lang & Literature
Hong Kong Int'l School 1991 — 1995
Diploma
UCLA Extension
Taxation and Accounting
Puget Sound Energy 2015 - Present
Samsung July 2010 - August 2014
Harris myCFO December 2008 - May 2010
U.S. Trust August 2005 - December 2008
Brownson, Rehmus & Foxworth June 2004 - August 2005
UBS February 2002 - June 2004
JP Morgan March 2000 - December 2001
Skills
Investment Advisory, Portfolio Management, Wealth Management, Retirement Planning, Financial Modeling, Tax Advisory, Financial Education, Writing, Tax-advantaged..., Alternative Investments, Analysis, Asset Management, Equities, Financial Advisory, Estate Planning, Hedge Funds, Financial Services, Insurance, Investment Strategies, Investments, Private Equity, Retirement, Risk Management, Tax, Valuation, Wealth Management..., Due Diligence, Strategic Financial..., Investment Management, Asset Allocation, Corporate Finance, Capital Markets, Financial Planning
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business Administration
Tunghai University 1998 — 1998
Summer Program
Connecticut College 1995 — 1998
B.A., Int'l Relations, Chinese Lang & Literature
Hong Kong Int'l School 1991 — 1995
Diploma
UCLA Extension
Taxation and Accounting
Tania Harsono, CFA Tania Harsono, CFA's J.P. Morgan Experience June 2010 - August 2010
Job Venturing deeper into the world of equity research
Industry Financial Services
Experience
Putnam Investments July 2015 - Present
Sanford C. Bernstein June 2011 - June 2015
JP Morgan June 2010 - August 2010
ABN AMRO June 2008 - August 2008
Brian Markus Law Corp. June 2006 - July 2006
PT VitaPharm June 2005 - August 2005
Skills
Mergers & Acquisitions, Economics, Investments, Financial Analysis, Corporate Finance, Business Strategy
Education
Columbia University in the City of New York 2007 — 2011
BA
Crofton House School 1994 — 2007
University of Oxford 2006 — 2006
Cambridge University 2005 — 2005
Windsor Week
Putnam Investments July 2015 - Present
Sanford C. Bernstein June 2011 - June 2015
JP Morgan June 2010 - August 2010
ABN AMRO June 2008 - August 2008
Brian Markus Law Corp. June 2006 - July 2006
PT VitaPharm June 2005 - August 2005
Skills
Mergers & Acquisitions, Economics, Investments, Financial Analysis, Corporate Finance, Business Strategy
Education
Columbia University in the City of New York 2007 — 2011
BA
Crofton House School 1994 — 2007
University of Oxford 2006 — 2006
Cambridge University 2005 — 2005
Windsor Week
Emily Schwarz's J.P. Morgan Experience June 2010 - August 2010
Job Budget Director, Smith College
Industry Higher Education
Experience
Smith College July 2014 - Present
Habitat for Humanity International November 2014 - Present
Moody's Investors Service June 2011 - July 2014
JP Morgan June 2010 - August 2010
American Museum of Natural History July 2007 - July 2009
New York City Department of Housing Preservation and Development June 2005 - June 2007
Skills
Non-profits, Research, Strategic Planning, Fundraising, Data Analysis, Policy Analysis, Public Policy, Economic Development, International..., Financial Modeling, Strategy, Business Strategy, Nonprofits, Budgets, Analysis, Financial Analysis, Management, Economics, Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Real Estate
Columbia University in the City of New York
Columbia College, BA, History
International School of Brussels
Maret School
Universidad de Chile
Smith College July 2014 - Present
Habitat for Humanity International November 2014 - Present
Moody's Investors Service June 2011 - July 2014
JP Morgan June 2010 - August 2010
American Museum of Natural History July 2007 - July 2009
New York City Department of Housing Preservation and Development June 2005 - June 2007
Skills
Non-profits, Research, Strategic Planning, Fundraising, Data Analysis, Policy Analysis, Public Policy, Economic Development, International..., Financial Modeling, Strategy, Business Strategy, Nonprofits, Budgets, Analysis, Financial Analysis, Management, Economics, Finance
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Real Estate
Columbia University in the City of New York
Columbia College, BA, History
International School of Brussels
Maret School
Universidad de Chile
Jeff Wald Jeff Wald's J.P. Morgan Experience January 1997 - December 2002
Job Cofounder of Work Market
Industry Venture Capital & Private Equity
Experience
ModusLink January 2012 - Present
Costar Technologies September 2010 - Present
Work Market May 2010 - Present
Peerless Systems Corporation December 2008 - June 2012
New York City Police Department June 2003 - June 2012
Barington Capital Group May 2008 - May 2010
Spinback April 2007 - May 2008
Cortiva Institute September 2006 - April 2007
The GlenRock Group January 2003 - April 2007
JP Morgan January 1997 - December 2002
Skills
Venture Capital, Mergers, Start-ups, Strategy, Investments, Strategic Planning, Mergers & Acquisitions, Management, Hedge Funds, Private Equity, Entrepreneurship, SaaS, E-commerce, Strategic Leadership, Finance, Business Strategy, Analytics, Strategic Partnerships, Asset Managment, Business Services, Portfolio Management, Politics, Salesforce.com, Banking, Management Consulting, Integration, Financial Risk, Business Process..., Equities, Project Finance, Sales, Market Analysis, Product Development, Networking, Access, Business Development, Marketing
Education
Harvard Business School 2001 — 2002
Cornell University 1995 — 1996
MPA, Public Policy - US Chinese Relations
Cornell University 1991 — 1995
BS, Economics
London School of Economics and Political Science 1993 — 1993
ModusLink January 2012 - Present
Costar Technologies September 2010 - Present
Work Market May 2010 - Present
Peerless Systems Corporation December 2008 - June 2012
New York City Police Department June 2003 - June 2012
Barington Capital Group May 2008 - May 2010
Spinback April 2007 - May 2008
Cortiva Institute September 2006 - April 2007
The GlenRock Group January 2003 - April 2007
JP Morgan January 1997 - December 2002
Skills
Venture Capital, Mergers, Start-ups, Strategy, Investments, Strategic Planning, Mergers & Acquisitions, Management, Hedge Funds, Private Equity, Entrepreneurship, SaaS, E-commerce, Strategic Leadership, Finance, Business Strategy, Analytics, Strategic Partnerships, Asset Managment, Business Services, Portfolio Management, Politics, Salesforce.com, Banking, Management Consulting, Integration, Financial Risk, Business Process..., Equities, Project Finance, Sales, Market Analysis, Product Development, Networking, Access, Business Development, Marketing
Education
Harvard Business School 2001 — 2002
Cornell University 1995 — 1996
MPA, Public Policy - US Chinese Relations
Cornell University 1991 — 1995
BS, Economics
London School of Economics and Political Science 1993 — 1993
Daniel Louie Daniel Louie's J.P. Morgan Experience 1993 - 1995
Job Project Manager at Willdan Financial Services
Industry Management Consulting
Experience
Willdan Financial Services February 2015 - Present
Willdan Financial Services September 2014 - February 2015
Willdan Financial Services September 2011 - September 2014
Appraisal Services - Socal October 2005 - February 2010
CarMax December 1997 - October 2005
Circuit City 1995 - 1997
JP Morgan 1993 - 1995
Skills
Analysis, Financial Analysis, Strategy, Team Management, Management, Training, Performance Management, Inventory Management, Client Services, Training & Development, Team Building, Marketing, Sales, Multitasker, Strategic Planning, Employee Training, Financial Services, Retail, Fortune 500 Company..., GIS Spatial analysis
Education
Western Governors University 2009 — 2010
MBA, Business Administration
Columbia University in the City of New York 1989 — 1993
BA, Economics - Mathematics
Willdan Financial Services February 2015 - Present
Willdan Financial Services September 2014 - February 2015
Willdan Financial Services September 2011 - September 2014
Appraisal Services - Socal October 2005 - February 2010
CarMax December 1997 - October 2005
Circuit City 1995 - 1997
JP Morgan 1993 - 1995
Skills
Analysis, Financial Analysis, Strategy, Team Management, Management, Training, Performance Management, Inventory Management, Client Services, Training & Development, Team Building, Marketing, Sales, Multitasker, Strategic Planning, Employee Training, Financial Services, Retail, Fortune 500 Company..., GIS Spatial analysis
Education
Western Governors University 2009 — 2010
MBA, Business Administration
Columbia University in the City of New York 1989 — 1993
BA, Economics - Mathematics
Tony Barnes Tony Barnes's J.P. Morgan Experience 1962 - 1978
Job Thirtyfive years in private equity as an investor, strategic adviser and team builder in Europe, Asia and North America
Industry International Affairs
Experience
Lydden Partners LLC - Seattle, New York, Boston, London, Tokyo [lyddenpartners@gmail.com] 2005 - Present
Quorum Associates LLC (offices in New York, London, Madrid, Hong Kong, Tokyo) 1998 - 2005
Korn/Ferry International (New York, London, Hong Kong, Tokyo, Seoul) 1978 - 1997
Carré, Orban & Partners (London) 1992 - 1994
The Barnes Partnership London (Frankfurt, Paris, New York and Boston) 1987 - 1991
JP Morgan 1962 - 1978
ICON Limited Merchant Bankers (Nigeria) 1975 - 1977
The New York Times 1960 - 1962
United States Army (Ordnance Corps) 1957 - 1959
Education
New York University 1965 — 1967
Economics, Accounting, Corporate Finance, Securities Analysis
Columbia University in the City of New York 1956 — 1962
BA, Political science, international affairs, Asia studies, Mandarin Chinese
University of California, Berkeley 1960 — 1960
American diplomatic history - US, China, Japan from the 19th century forward - essential grounding
Lydden Partners LLC - Seattle, New York, Boston, London, Tokyo [lyddenpartners@gmail.com] 2005 - Present
Quorum Associates LLC (offices in New York, London, Madrid, Hong Kong, Tokyo) 1998 - 2005
Korn/Ferry International (New York, London, Hong Kong, Tokyo, Seoul) 1978 - 1997
Carré, Orban & Partners (London) 1992 - 1994
The Barnes Partnership London (Frankfurt, Paris, New York and Boston) 1987 - 1991
JP Morgan 1962 - 1978
ICON Limited Merchant Bankers (Nigeria) 1975 - 1977
The New York Times 1960 - 1962
United States Army (Ordnance Corps) 1957 - 1959
Education
New York University 1965 — 1967
Economics, Accounting, Corporate Finance, Securities Analysis
Columbia University in the City of New York 1956 — 1962
BA, Political science, international affairs, Asia studies, Mandarin Chinese
University of California, Berkeley 1960 — 1960
American diplomatic history - US, China, Japan from the 19th century forward - essential grounding
Rachel Bernstein Rachel Bernstein's J.P. Morgan Experience August 2008 - December 2008
Job Manager Data Assurance at PwC
Industry Management Consulting
Experience
PwC May 2014 - Present
McKinsey & Company January 2009 - April 2014
JP Morgan August 2008 - December 2008
Hoffmann-LaRoche Pharmaceuticals September 2007 - May 2008
NYC Dept of Health and Mental Hygiene May 2007 - September 2007
Skills
Excel, PowerPoint, Access, Data Analysis, Business Objects, Cognos, Word, Microsoft Office, Spreadsheets, Business Intelligence, SQL, Analysis, Databases, Adobe Acrobat, Lotus Notes, Microsoft Excel, Process Improvement, Recruiting, Leadership, Analytics, Management, Interviews, Strategy, Consulting
Education
Columbia University in the City of New York 2006 — 2008
MS, Social Enterprise Administration
University of Washington 2002 — 2006
BA, International Studies, Near Eastern Languages and Civilization
The Hebrew University 2004 — 2005
International Studies, Hebrew
PwC May 2014 - Present
McKinsey & Company January 2009 - April 2014
JP Morgan August 2008 - December 2008
Hoffmann-LaRoche Pharmaceuticals September 2007 - May 2008
NYC Dept of Health and Mental Hygiene May 2007 - September 2007
Skills
Excel, PowerPoint, Access, Data Analysis, Business Objects, Cognos, Word, Microsoft Office, Spreadsheets, Business Intelligence, SQL, Analysis, Databases, Adobe Acrobat, Lotus Notes, Microsoft Excel, Process Improvement, Recruiting, Leadership, Analytics, Management, Interviews, Strategy, Consulting
Education
Columbia University in the City of New York 2006 — 2008
MS, Social Enterprise Administration
University of Washington 2002 — 2006
BA, International Studies, Near Eastern Languages and Civilization
The Hebrew University 2004 — 2005
International Studies, Hebrew
Jack Gonzalez Jack Gonzalez's J.P. Morgan Experience June 2010 - Present
Job Managing Director; Equity Derivatives at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2010 - Present
UBS Investment Bank September 1997 - May 2010
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
Master of Business Administration (MBA), Finance, General
Cornell University 1988 — 1991
Bachelor of Arts (B.A.), Economics
JP Morgan June 2010 - Present
UBS Investment Bank September 1997 - May 2010
Education
Cornell University - Johnson Graduate School of Management 1995 — 1997
Master of Business Administration (MBA), Finance, General
Cornell University 1988 — 1991
Bachelor of Arts (B.A.), Economics
John Nakao's J.P. Morgan Experience March 1978 - August 1981
Job CEO & Advisor
Industry Mining & Metals
Experience
Mimosa Gold October 2003 - Present
Torrey Pines Securities January 1999 - May 2000
Twin Sun July 1997 - December 1998
IBS Yamaichi Securities Co., Ltd. January 1991 - June 1994
Credit Suisse January 1987 - December 1990
Salomon Brothers August 1983 - December 1986
JP Morgan March 1978 - August 1981
Sumitomo Mitsui Banking Corporation June 1975 - August 1977
Skills
Strategic Planning, Negotiation, Mining, Business Strategy, Project Management, Budgets, Contract Negotiation, New Business Development, Change Management, Team Building, Operations Management, Microsoft Office, Project Planning, Mergers, Gold, Strategy, Mergers & Acquisitions, Start-ups, Entrepreneurship, Business Development, Business Planning, Leadership, Risk Management, Management Consulting, Due Diligence, Financial Analysis, Investment Banking, Finance, Private Equity, Valuation, Financial Modeling, Management, Corporate Finance, Venture Capital, Investments, Marketing Strategy, Banking, Asset Management
Education
Stanford University Graduate School of Business 1981 — 1983
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 1976 — 1977
Accounting and Finance - Haas School of Business
Cornell University 1971 — 1975
Bachelor's Degree, Economics - College of Arts & Sciences
St. Mary's International School for Boys 1964 — 1971
High School
Mimosa Gold October 2003 - Present
Torrey Pines Securities January 1999 - May 2000
Twin Sun July 1997 - December 1998
IBS Yamaichi Securities Co., Ltd. January 1991 - June 1994
Credit Suisse January 1987 - December 1990
Salomon Brothers August 1983 - December 1986
JP Morgan March 1978 - August 1981
Sumitomo Mitsui Banking Corporation June 1975 - August 1977
Skills
Strategic Planning, Negotiation, Mining, Business Strategy, Project Management, Budgets, Contract Negotiation, New Business Development, Change Management, Team Building, Operations Management, Microsoft Office, Project Planning, Mergers, Gold, Strategy, Mergers & Acquisitions, Start-ups, Entrepreneurship, Business Development, Business Planning, Leadership, Risk Management, Management Consulting, Due Diligence, Financial Analysis, Investment Banking, Finance, Private Equity, Valuation, Financial Modeling, Management, Corporate Finance, Venture Capital, Investments, Marketing Strategy, Banking, Asset Management
Education
Stanford University Graduate School of Business 1981 — 1983
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 1976 — 1977
Accounting and Finance - Haas School of Business
Cornell University 1971 — 1975
Bachelor's Degree, Economics - College of Arts & Sciences
St. Mary's International School for Boys 1964 — 1971
High School
Theodore Brown Theodore Brown's J.P. Morgan Experience June 2010 - June 2013
Job Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2013 - Present
JP Morgan June 2010 - June 2013
Towers Watson June 2008 - August 2008
Skills
Corporate Finance, Investment Banking, Credit, Leveraged Finance
Education
Cornell University 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
RBC Capital Markets July 2013 - Present
JP Morgan June 2010 - June 2013
Towers Watson June 2008 - August 2008
Skills
Corporate Finance, Investment Banking, Credit, Leveraged Finance
Education
Cornell University 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
Xenia Murray Xenia Murray's J.P. Morgan Experience 2003 - 2005
Job Director, at 21st Century Fox
Industry Entertainment
Experience
Fox Networks Group September 2015 - Present
Fox Sports Media Group December 2013 - Present
NBC June 2011 - December 2013
ESPN January 2009 - June 2011
ESPN September 2007 - January 2009
ESPN 2005 - 2007
JP Morgan 2003 - 2005
Skills
Television, Digital Media, Advertising, Strategy, Marketing, Leadership, Analysis, Advertising Sales, Business Development, Business Strategy, Editing, Event Management, Event Planning, Financial Modeling, Forecasting, Finance, Management, Marketing Strategy, Mobile Devices, New Media, Public Relations, Sales, Social Media, Social Media Marketing
Education
Columbia University in the City of New York 2001 — 2003
BS, Industrial Engineering
Spelman College 1998 — 2002
BS, Physics
Spelman College 1998 — 2001
Bachelor of Science Degree, Physics
2003 Columbia University
Bachelor of Science Degree, Industrial Engineering
Morehouse College
Fox Networks Group September 2015 - Present
Fox Sports Media Group December 2013 - Present
NBC June 2011 - December 2013
ESPN January 2009 - June 2011
ESPN September 2007 - January 2009
ESPN 2005 - 2007
JP Morgan 2003 - 2005
Skills
Television, Digital Media, Advertising, Strategy, Marketing, Leadership, Analysis, Advertising Sales, Business Development, Business Strategy, Editing, Event Management, Event Planning, Financial Modeling, Forecasting, Finance, Management, Marketing Strategy, Mobile Devices, New Media, Public Relations, Sales, Social Media, Social Media Marketing
Education
Columbia University in the City of New York 2001 — 2003
BS, Industrial Engineering
Spelman College 1998 — 2002
BS, Physics
Spelman College 1998 — 2001
Bachelor of Science Degree, Physics
2003 Columbia University
Bachelor of Science Degree, Industrial Engineering
Morehouse College
Karthik Shanmugham's J.P. Morgan Experience March 2007 - April 2010
Job Product Manager, Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
NYSE Euronext April 2011 - December 2013
Deutsche Bank April 2010 - April 2011
JP Morgan March 2007 - April 2010
Citigroup May 2004 - February 2007
Skills
Trading Systems, Electronic Trading, Quantitative Finance, Market Data, Equity Derivatives, Derivatives, Equities, Equity Trading, Financial Markets, Options, Credit Derivatives, Fixed Income, FX Options, Trading, Capital Markets, Hedge Funds, Structured Products, Prime Brokerage, Low Latency, Interest Rate..., Swaps, Risk Management, Foreign Exchange, Investment Banking, Bloomberg, Securities, Proprietary Trading, Exchange Connectivity, Bonds, Market Risk, Alternative Investments, Market Making, Reference Data, Middle Office, Trading Strategies
Education
New York University 2003 — 2006
Masters, Computer Science (Concentration: Financial Mathematics)
Columbia University in the City of New York 2002 — 2003
Post Bach Research Position
Emory University 1998 — 2002
B.S., Computer Science and Mathematics
Emory University 1998 — 2002
Bachelor of Science, Computer Science and Mathematics
Berkeley Prep
Morgan Stanley December 2013 - Present
NYSE Euronext April 2011 - December 2013
Deutsche Bank April 2010 - April 2011
JP Morgan March 2007 - April 2010
Citigroup May 2004 - February 2007
Skills
Trading Systems, Electronic Trading, Quantitative Finance, Market Data, Equity Derivatives, Derivatives, Equities, Equity Trading, Financial Markets, Options, Credit Derivatives, Fixed Income, FX Options, Trading, Capital Markets, Hedge Funds, Structured Products, Prime Brokerage, Low Latency, Interest Rate..., Swaps, Risk Management, Foreign Exchange, Investment Banking, Bloomberg, Securities, Proprietary Trading, Exchange Connectivity, Bonds, Market Risk, Alternative Investments, Market Making, Reference Data, Middle Office, Trading Strategies
Education
New York University 2003 — 2006
Masters, Computer Science (Concentration: Financial Mathematics)
Columbia University in the City of New York 2002 — 2003
Post Bach Research Position
Emory University 1998 — 2002
B.S., Computer Science and Mathematics
Emory University 1998 — 2002
Bachelor of Science, Computer Science and Mathematics
Berkeley Prep
Pamela Compton Pamela Compton's J.P. Morgan Experience November 2004 - Present
Job Vice President at JP Morgan Chase
Industry Banking
Experience
JP Morgan November 2004 - Present
New York Needs You November 2009 - December 2011
Skills
Financial Analysis, Investment Banking, Spanish, Vendor Management, Risk Management, Leadership, Project Management, Governance, Strategy, Financial Services, Internal Controls
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Science (B.S.), Operations Research
JP Morgan November 2004 - Present
New York Needs You November 2009 - December 2011
Skills
Financial Analysis, Investment Banking, Spanish, Vendor Management, Risk Management, Leadership, Project Management, Governance, Strategy, Financial Services, Internal Controls
Education
Columbia University in the City of New York 2000 — 2004
Bachelor of Science (B.S.), Operations Research
Daniel Schwartz Daniel Schwartz's J.P. Morgan Experience 2002 - 2005
Job MD at RBS
Industry Financial Services
Experience
RBS July 2011 - Present
Pavisier LLC January 2009 - June 2011
FST Consulting Inc 2009 - June 2011
Deutsche Bank 2010 - 2010
Citi April 2005 - July 2008
JP Morgan 2002 - 2005
RomeBlack 1993 - 2002
Salomon Brothers 1982 - 1992
Skills
Strategy, Trading Systems, Risk Management, Portfolio Management, Options, Negotiation, Interest Rate..., Fixed Income, Financial Regulation, Financial Modeling, Equity Derivatives, Equities, Derivatives, Capital Markets, Asset Management, Trading
Education
Columbia University in the City of New York 1978 — 1982
Bachelor of Arts (B.A.), Mathematics
RBS July 2011 - Present
Pavisier LLC January 2009 - June 2011
FST Consulting Inc 2009 - June 2011
Deutsche Bank 2010 - 2010
Citi April 2005 - July 2008
JP Morgan 2002 - 2005
RomeBlack 1993 - 2002
Salomon Brothers 1982 - 1992
Skills
Strategy, Trading Systems, Risk Management, Portfolio Management, Options, Negotiation, Interest Rate..., Fixed Income, Financial Regulation, Financial Modeling, Equity Derivatives, Equities, Derivatives, Capital Markets, Asset Management, Trading
Education
Columbia University in the City of New York 1978 — 1982
Bachelor of Arts (B.A.), Mathematics
Mark De Lotto's J.P. Morgan Experience 2004 - 2005
Job Consultant
Industry Financial Services
Experience
Mark De Lotto, LLC January 2010 - Present
Countrywide Commercial Real Estate 2005 - 2008
JP Morgan 2004 - 2005
Capmark 1998 - 2004
Merrill Lynch 1998 - 1998
Skills
Commercial Mortgages, Structured Finance, CMBS, Real Estate Economics, Underwriting, Credit, Finance, Commercial Real Estate, Loans, Securitization, Valuation, Portfolio Management, Equities, Real Estate, Financial Structuring, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
Columbia University in the City of New York 1979 — 1983
Bachelor of Arts, English
Mark De Lotto, LLC January 2010 - Present
Countrywide Commercial Real Estate 2005 - 2008
JP Morgan 2004 - 2005
Capmark 1998 - 2004
Merrill Lynch 1998 - 1998
Skills
Commercial Mortgages, Structured Finance, CMBS, Real Estate Economics, Underwriting, Credit, Finance, Commercial Real Estate, Loans, Securitization, Valuation, Portfolio Management, Equities, Real Estate, Financial Structuring, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
Columbia University in the City of New York 1979 — 1983
Bachelor of Arts, English
Sharon McDermott Sharon McDermott's J.P. Morgan Experience September 1996 - 2000
Job Registered Representative at Transamerica, Wealth Management
Industry Financial Services
Experience
Transmerica, Wealth Management August 2013 - Present
CHADCO Executive Search December 2008 - May 2013
Woodmoor Group October 2007 - December 2008
JPMorgan Chase 2000 - 2007
JP Morgan September 1996 - 2000
The Richardson Company 1992 - 1996
SMC Associates 1978 - 1992
Skills
Management Consulting, Performance Management, Sales Management, Program Management, Team Leadership, Executive Search, Account Management, Leadership, Organizational..., College Recruiting, Recruiting, Internet Recruiting, Team Building, Cross-functional Team..., Applicant Tracking..., Screening Resumes, Talent Management, Executive Management, Talent Acquisition, Management, CRM, Financial Services, Process Improvement, Sales, Social Networking, Screening, Business Strategy, Technical Recruiting, Finance, Sourcing, Consulting, Benefits Negotiation, Onboarding, Resume Writing, Training, Negotiation, Employee Benefits, Business Development, Personnel Management, Operations Management, Coaching, Employee Relations, Customer Service, Start-ups, Leadership Development, Strategy, Vendor Management, Marketing, Mergers & Acquisitions, Public Speaking
Education
Columbia University in the City of New York 1972 — 1979
MA, Education & Organizational Development
Western Michigan University 1965 — 1970
BS, Psychology and Applied Art
Transmerica, Wealth Management August 2013 - Present
CHADCO Executive Search December 2008 - May 2013
Woodmoor Group October 2007 - December 2008
JPMorgan Chase 2000 - 2007
JP Morgan September 1996 - 2000
The Richardson Company 1992 - 1996
SMC Associates 1978 - 1992
Skills
Management Consulting, Performance Management, Sales Management, Program Management, Team Leadership, Executive Search, Account Management, Leadership, Organizational..., College Recruiting, Recruiting, Internet Recruiting, Team Building, Cross-functional Team..., Applicant Tracking..., Screening Resumes, Talent Management, Executive Management, Talent Acquisition, Management, CRM, Financial Services, Process Improvement, Sales, Social Networking, Screening, Business Strategy, Technical Recruiting, Finance, Sourcing, Consulting, Benefits Negotiation, Onboarding, Resume Writing, Training, Negotiation, Employee Benefits, Business Development, Personnel Management, Operations Management, Coaching, Employee Relations, Customer Service, Start-ups, Leadership Development, Strategy, Vendor Management, Marketing, Mergers & Acquisitions, Public Speaking
Education
Columbia University in the City of New York 1972 — 1979
MA, Education & Organizational Development
Western Michigan University 1965 — 1970
BS, Psychology and Applied Art
Ricky Vij's J.P. Morgan Experience May 2008 - August 2008
Job Director at Capital Asset Exchange & Trading, LLC
Industry Semiconductors
Experience
Capital Asset Exchange & Trading, LLC March 2010 - Present
RBC Capital Markets September 2008 - January 2009
JP Morgan May 2008 - August 2008
Skills
Quantitative Finance, Sales, Investment Banking, Financial Modeling, Management, Trading, Start-ups, Business Strategy, Valuation, Product Management, Mergers & Acquisitions, Financial Analysis, Data Analysis
Education
Cornell University 2007 — 2009
Masters, Financial Engineering
University of California, Berkeley 2003 — 2007
BS, BA, Industrial Engineering & Operations Research, Business Administration, & South Asian Studies
Capital Asset Exchange & Trading, LLC March 2010 - Present
RBC Capital Markets September 2008 - January 2009
JP Morgan May 2008 - August 2008
Skills
Quantitative Finance, Sales, Investment Banking, Financial Modeling, Management, Trading, Start-ups, Business Strategy, Valuation, Product Management, Mergers & Acquisitions, Financial Analysis, Data Analysis
Education
Cornell University 2007 — 2009
Masters, Financial Engineering
University of California, Berkeley 2003 — 2007
BS, BA, Industrial Engineering & Operations Research, Business Administration, & South Asian Studies
Phani Nivarthi Phani Nivarthi's J.P. Morgan Experience January 2011 - May 2013
Job Sr Research Engineer at Thomson Reuters
Industry Computer Software
Experience
Thomson Reuters June 2013 - Present
JP Morgan January 2011 - May 2013
Goldman Sachs February 2010 - January 2011
Siemens Medical Solutions June 2009 - August 2009
Goldman Sachs June 2006 - August 2008
Huawei January 2004 - May 2006
Skills
Java, Java Enterprise Edition, Software Development, Machine Learning, Natural Language..., Algorithms, Eclipse, Agile Methodologies, Hibernate, Spring Framework, Ant, Perl, C, Matlab, JavaScript, XML, C++, SOA, Spring, Unix, SQL
Education
Columbia University in the City of New York 2008 — 2009
Master’s Degree, Computer Science
Visvesvaraya Technological University 1999 — 2003
B.E, Computer Science and Engineering
public school
Thomson Reuters June 2013 - Present
JP Morgan January 2011 - May 2013
Goldman Sachs February 2010 - January 2011
Siemens Medical Solutions June 2009 - August 2009
Goldman Sachs June 2006 - August 2008
Huawei January 2004 - May 2006
Skills
Java, Java Enterprise Edition, Software Development, Machine Learning, Natural Language..., Algorithms, Eclipse, Agile Methodologies, Hibernate, Spring Framework, Ant, Perl, C, Matlab, JavaScript, XML, C++, SOA, Spring, Unix, SQL
Education
Columbia University in the City of New York 2008 — 2009
Master’s Degree, Computer Science
Visvesvaraya Technological University 1999 — 2003
B.E, Computer Science and Engineering
public school
Lesley Shorr Klein Lesley Shorr Klein's J.P. Morgan Experience October 1996 - 1999
Job Managing Partner at Miller Klein Group, LLC | Lklein@mkgsearch.com
Industry Human Resources
Experience
Miller Klein Group, LLC May 2009 - Present
Intrepid Sea, Air & Space Museum November 2007 - May 2009
Professional Recruiting Group, LLC 2002 - May 2009
Morgen-Walke Associates April 2001 - August 2002
Schroders & Co., Inc 1999 - April 2001
JP Morgan October 1996 - 1999
Bankers Trust October 1992 - October 1996
Education
Columbia University in the City of New York 1994 — 1996
MA, Organizational Psychology
Lehigh University 1988 — 1992
BA, Psychology
Ridgewood High School 1985 — 1988
Miller Klein Group, LLC May 2009 - Present
Intrepid Sea, Air & Space Museum November 2007 - May 2009
Professional Recruiting Group, LLC 2002 - May 2009
Morgen-Walke Associates April 2001 - August 2002
Schroders & Co., Inc 1999 - April 2001
JP Morgan October 1996 - 1999
Bankers Trust October 1992 - October 1996
Education
Columbia University in the City of New York 1994 — 1996
MA, Organizational Psychology
Lehigh University 1988 — 1992
BA, Psychology
Ridgewood High School 1985 — 1988
Stephen Calk's J.P. Morgan Experience 1993 - 1997
Job Managing Director at FTI Consulting
Industry Capital Markets
Experience
FTI Consulting 2014 - Present
Johnson at Cornell University 2007 - 2014
FTI Consulting 2006 - 2007
Intrado 2004 - 2006
CSG Systems 2001 - 2003
High Speed Access Corp. 2000 - 2001
Lehman Brothers 1998 - 1999
JP Morgan 1993 - 1997
Credit Suisse First Boston 1990 - 1992
Skills
Finance, Investment Banking, Investor Relations, Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Strategy, Data Analysis, Management, Business Strategy, Leadership, Higher Education, Risk Management, Research, Public Speaking, Competitive Analysis, Corporate Finance, Analysis, Management Consulting, Strategic Planning, Cross-functional Team..., Economics, Market Research, Marketing, Equity Valuation, Business Development, Project Management, Teaching, Social Media, Nonprofits
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting
Columbia University in the City of New York
BA, Philosophy, Economics
FTI Consulting 2014 - Present
Johnson at Cornell University 2007 - 2014
FTI Consulting 2006 - 2007
Intrado 2004 - 2006
CSG Systems 2001 - 2003
High Speed Access Corp. 2000 - 2001
Lehman Brothers 1998 - 1999
JP Morgan 1993 - 1997
Credit Suisse First Boston 1990 - 1992
Skills
Finance, Investment Banking, Investor Relations, Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Strategy, Data Analysis, Management, Business Strategy, Leadership, Higher Education, Risk Management, Research, Public Speaking, Competitive Analysis, Corporate Finance, Analysis, Management Consulting, Strategic Planning, Cross-functional Team..., Economics, Market Research, Marketing, Equity Valuation, Business Development, Project Management, Teaching, Social Media, Nonprofits
Education
The University of Chicago - Booth School of Business
MBA, Finance, Accounting
Columbia University in the City of New York
BA, Philosophy, Economics
S.Ann Daniel S.Ann Daniel's J.P. Morgan Experience September 2007 - August 2010
Job Citigold Relationship Manager at Citi
Industry Banking
Experience
Citi April 2012 - Present
CHASE INVESTMENT SERVICES September 2010 - July 2012
JP Morgan September 2007 - August 2010
JP Morgan August 2000 - December 2004
JPMorgan Chase March 1999 - July 2000
Skills
Series 7, Banking, Portfolio Management, Series 63, Credit, Mutual Funds, Investments, Securities, Loans, Wealth Management, Asset Managment, Commercial Lending, Risk Management, Financial Analysis, Cash Management, Fixed Income, Mortgage Lending, Financial Services, Equities, Credit Analysis, Series 65, Relationship Management, Private Banking
Education
University of Phoenix 2005 — 2007
MBA, Global Business Management
Concordia College 2003 — 2004
Bachelors, Business Administration
Rockland Community College 1997 — 2000
Associates, Business Administration
Citi April 2012 - Present
CHASE INVESTMENT SERVICES September 2010 - July 2012
JP Morgan September 2007 - August 2010
JP Morgan August 2000 - December 2004
JPMorgan Chase March 1999 - July 2000
Skills
Series 7, Banking, Portfolio Management, Series 63, Credit, Mutual Funds, Investments, Securities, Loans, Wealth Management, Asset Managment, Commercial Lending, Risk Management, Financial Analysis, Cash Management, Fixed Income, Mortgage Lending, Financial Services, Equities, Credit Analysis, Series 65, Relationship Management, Private Banking
Education
University of Phoenix 2005 — 2007
MBA, Global Business Management
Concordia College 2003 — 2004
Bachelors, Business Administration
Rockland Community College 1997 — 2000
Associates, Business Administration
Kristina Punturo Kristina Punturo's J.P. Morgan Experience May 2014 - Present
Job Institutional Equity Sales Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
JP Morgan July 2010 - Present
JP Morgan June 2009 - August 2009
Bernstein & Punturo, LLP/Punturo Financial Services, Inc June 2008 - September 2008
Flushing Financial Bank June 2007 - August 2007
Skills
Hedge Funds, Equities, Fixed Income, Derivatives, Series 7, Bloomberg, Investment Banking, Securities, Alternative Investments
Education
Cornell University 2006 — 2010
Bachelor of Science (BS), Policy Analysis and Management
J.P. Morgan May 2014 - Present
JP Morgan July 2010 - Present
JP Morgan June 2009 - August 2009
Bernstein & Punturo, LLP/Punturo Financial Services, Inc June 2008 - September 2008
Flushing Financial Bank June 2007 - August 2007
Skills
Hedge Funds, Equities, Fixed Income, Derivatives, Series 7, Bloomberg, Investment Banking, Securities, Alternative Investments
Education
Cornell University 2006 — 2010
Bachelor of Science (BS), Policy Analysis and Management
Olu Oni Olu Oni's J.P. Morgan Experience 2001 - 2004
Job Managing Partner at Acuity Derivatives
Industry Capital Markets
Experience
Acuity Derivatives September 2011 - Present
Lehman Brothers Holdings Inc. May 2009 - September 2011
Intellectual Capital Inc. 2004 - 2009
JP Morgan 2001 - 2004
Cygnifi (A J.P. Morgan Company) 2000 - 2001
JP Morgan Chase 1998 - 2000
HSBC 1995 - 1998
Skills
Credit Derivatives, Software Project..., Dodd-Frank, Technology Strategy..., Regulatory Strategy, Bankruptcy, Program Management, CVA, Risk Management, Interest Rate..., Fixed Income, VAR, P&L Attribution, Derivatives, Valuation, Capital Markets, Investment Banking, Trading Systems, Equities, Market Data, Middle Office, Financial Markets, Financial Risk, Portfolio Management, C Suite, Strategy, Entrepreneurship
Education
Columbia University in the City of New York
Credits
London School of Economics and Political Science
Msc (Econs)
University of Lagos
BSc
Acuity Derivatives September 2011 - Present
Lehman Brothers Holdings Inc. May 2009 - September 2011
Intellectual Capital Inc. 2004 - 2009
JP Morgan 2001 - 2004
Cygnifi (A J.P. Morgan Company) 2000 - 2001
JP Morgan Chase 1998 - 2000
HSBC 1995 - 1998
Skills
Credit Derivatives, Software Project..., Dodd-Frank, Technology Strategy..., Regulatory Strategy, Bankruptcy, Program Management, CVA, Risk Management, Interest Rate..., Fixed Income, VAR, P&L Attribution, Derivatives, Valuation, Capital Markets, Investment Banking, Trading Systems, Equities, Market Data, Middle Office, Financial Markets, Financial Risk, Portfolio Management, C Suite, Strategy, Entrepreneurship
Education
Columbia University in the City of New York
Credits
London School of Economics and Political Science
Msc (Econs)
University of Lagos
BSc
Jonathan Mann Jonathan Mann's J.P. Morgan Experience September 2011 - June 2014
Job Credit Research Analyst at Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors July 2014 - Present
JP Morgan September 2011 - June 2014
Lord Abbett & Co. LLC July 2010 - August 2011
Education
Columbia University in the City of New York 2006 — 2010
BA, Economics-Mathematics
Henderson Global Investors July 2014 - Present
JP Morgan September 2011 - June 2014
Lord Abbett & Co. LLC July 2010 - August 2011
Education
Columbia University in the City of New York 2006 — 2010
BA, Economics-Mathematics
John Talty, CFA John Talty, CFA's J.P. Morgan Experience January 1991 - December 1992
Job President, Board of Directors at Episcopal Charities of New York
Industry Investment Management
Experience
Episcopal Charities of New York May 2013 - Present
Seix Investment Advisors January 1993 - April 2008
JP Morgan January 1991 - December 1992
Morgan Stanley October 1987 - January 1991
Merrill Lynch September 1985 - October 1987
Skills
Investments, Portfolio Management, Asset Management, Fixed Income
Education
Connecticut College 1977 — 1980
BA, Economics
Syracuse University 1976 — 1977
Episcopal Charities of New York May 2013 - Present
Seix Investment Advisors January 1993 - April 2008
JP Morgan January 1991 - December 1992
Morgan Stanley October 1987 - January 1991
Merrill Lynch September 1985 - October 1987
Skills
Investments, Portfolio Management, Asset Management, Fixed Income
Education
Connecticut College 1977 — 1980
BA, Economics
Syracuse University 1976 — 1977
Sandeep Maira's J.P. Morgan Experience September 2013 - Present
Job Head, AM Risk Technology
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
JP Morgan June 2007 - August 2013
Citigroup April 2002 - May 2007
Citi 1997 - 2002
Lehman Brothers 1996 - 1997
Citibank 1994 - 1996
Skills
Interest Rate..., Risk Management, Hedge Funds, Fixed Income, Derivatives, Foreign Exchange, Management, Investments, Investment Banking, Quantitative Finance, Trading Systems, Credit Derivatives, Cryptography, E-commerce, Payment Systems
Education
Cornell University
MEng
Cornell University
B.S.
J.P. Morgan September 2013 - Present
JP Morgan June 2007 - August 2013
Citigroup April 2002 - May 2007
Citi 1997 - 2002
Lehman Brothers 1996 - 1997
Citibank 1994 - 1996
Skills
Interest Rate..., Risk Management, Hedge Funds, Fixed Income, Derivatives, Foreign Exchange, Management, Investments, Investment Banking, Quantitative Finance, Trading Systems, Credit Derivatives, Cryptography, E-commerce, Payment Systems
Education
Cornell University
MEng
Cornell University
B.S.
Mike Khorrami's J.P. Morgan Experience June 1986 - September 1993
Job COO at Tricadia Capital Managment
Industry Investment Management
Experience
Tricadia Capital Managment April 2013 - Present
Kiski Alpha Partners June 2009 - March 2013
Investment Risk Management LP May 2008 - June 2009
Millennium Partners April 2006 - April 2008
Brevan Howard December 2002 - March 2006
Credit Suisse First Boston 1998 - 2002
Omega Advisors December 1996 - March 1998
Tiger Management 1993 - 1996
JP Morgan June 1986 - September 1993
Skills
Fixed Income, Hedge Funds, Derivatives, Credit, MBS, Portfolio Management, Investments, Asset Managment, ABS, Investment Management, Foreign Exchange, Investment Banking, Equities, Investment Strategies, Asset Allocation, Quantitative Finance, Capital Markets, Trading, Electronic Trading, Alternative Investments, Financial Modeling, Options, Volatility, FX Options, Asset Management, Structured Finance, Private Equity, Corporate Finance, Securities, Proprietary Trading, Trading Systems, Bonds, Financial Markets, Emerging Markets, Hedging, Series 7, Financial Structuring, Due Diligence, Interest Rate..., Commodity, Structured Products, Equity Research, Valuation, Swaps, Prime Brokerage, Fund Of Funds, Equity Derivatives, Risk Management, Bloomberg, Credit Derivatives
Education
University of Pennsylvania 1984 — 1986
MBA, Finance
Cornell University 1978 — 1982
BS, Chemical Engineering
Hun School of Princeton 1977 — 1978
High School Diploma
Tricadia Capital Managment April 2013 - Present
Kiski Alpha Partners June 2009 - March 2013
Investment Risk Management LP May 2008 - June 2009
Millennium Partners April 2006 - April 2008
Brevan Howard December 2002 - March 2006
Credit Suisse First Boston 1998 - 2002
Omega Advisors December 1996 - March 1998
Tiger Management 1993 - 1996
JP Morgan June 1986 - September 1993
Skills
Fixed Income, Hedge Funds, Derivatives, Credit, MBS, Portfolio Management, Investments, Asset Managment, ABS, Investment Management, Foreign Exchange, Investment Banking, Equities, Investment Strategies, Asset Allocation, Quantitative Finance, Capital Markets, Trading, Electronic Trading, Alternative Investments, Financial Modeling, Options, Volatility, FX Options, Asset Management, Structured Finance, Private Equity, Corporate Finance, Securities, Proprietary Trading, Trading Systems, Bonds, Financial Markets, Emerging Markets, Hedging, Series 7, Financial Structuring, Due Diligence, Interest Rate..., Commodity, Structured Products, Equity Research, Valuation, Swaps, Prime Brokerage, Fund Of Funds, Equity Derivatives, Risk Management, Bloomberg, Credit Derivatives
Education
University of Pennsylvania 1984 — 1986
MBA, Finance
Cornell University 1978 — 1982
BS, Chemical Engineering
Hun School of Princeton 1977 — 1978
High School Diploma
David Penstone David Penstone's J.P. Morgan Experience June 1994 - June 1996
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank May 2009 - Present
UniCredit Markets & Investment Banking March 2004 - April 2009
Royal Bank of Canada 1997 - 2004
Royal Trust 1997 - 2004
The Bank of New York June 1996 - April 1997
JP Morgan June 1994 - June 1996
Creditanstalt Bankverein 1991 - 1994
ScotiaMcLeod September 1988 - September 1991
Skills
Securities, Financial Institutions, Fixed Income, Equities, FX Options, Client Development, Building Relationships, Sales Management, Securities Lending, Operational Risk, Public Speaking, Capital Markets, Eastern Europe, Bonds, Derivatives, Hedge Funds, Back Office, Banking, Corporate Actions, Financial Markets, Relationship Management, Financial Services, Global Custody, Settlement, Mutual Funds, Trading, Equity Derivatives, Bloomberg, Emerging Markets, Business Development, Funding, Investment Banking, Private Banking, Electronic Trading, Middle Office, Options, Structured Finance, Trading Systems, Credit Risk, Structured Products, Collateral Management, Mergers & Acquisitions, Financial Risk, Asset Management, Commodity, Swaps, Prime Brokerage, Equity Trading, Portfolio Management, Alternative Investments
Education
Concordia University 1985 — 1988
B.Comm, Marketing
John Abbott 1982 — 1985
Associate's degree, Medicine
John Rennie 1977 — 1982
High School, General
Deutsche Bank May 2009 - Present
UniCredit Markets & Investment Banking March 2004 - April 2009
Royal Bank of Canada 1997 - 2004
Royal Trust 1997 - 2004
The Bank of New York June 1996 - April 1997
JP Morgan June 1994 - June 1996
Creditanstalt Bankverein 1991 - 1994
ScotiaMcLeod September 1988 - September 1991
Skills
Securities, Financial Institutions, Fixed Income, Equities, FX Options, Client Development, Building Relationships, Sales Management, Securities Lending, Operational Risk, Public Speaking, Capital Markets, Eastern Europe, Bonds, Derivatives, Hedge Funds, Back Office, Banking, Corporate Actions, Financial Markets, Relationship Management, Financial Services, Global Custody, Settlement, Mutual Funds, Trading, Equity Derivatives, Bloomberg, Emerging Markets, Business Development, Funding, Investment Banking, Private Banking, Electronic Trading, Middle Office, Options, Structured Finance, Trading Systems, Credit Risk, Structured Products, Collateral Management, Mergers & Acquisitions, Financial Risk, Asset Management, Commodity, Swaps, Prime Brokerage, Equity Trading, Portfolio Management, Alternative Investments
Education
Concordia University 1985 — 1988
B.Comm, Marketing
John Abbott 1982 — 1985
Associate's degree, Medicine
John Rennie 1977 — 1982
High School, General
Edward Tracy's J.P. Morgan Experience April 2003 - July 2006
Job
Industry Financial Services
Experience
EY April 2014 - Present
Deloitte Consulting LLP May 2006 - April 2014
Deutsche Bank 2006 - 2014
Deutsche Bank 2006 - 2014
JP Morgan April 2003 - July 2006
Accenture 1994 - 2001
Skills
Derivatives, Wealth Management, Investment Banking, Back Office, Securities, Trading, Change Management, Program Management, Management Consulting, Operating Models, Business Transformation, IT Strategy, Business Process..., Mergers, Business Process..., Financial Services, IT Transformation, Financial Modeling
Education
Pennsylvania State University 1992 — 1994
MBA
Muhlenberg College 1987 — 1991
Bachelor of Arts (AB)
Columbia University in the City of New York
Columbia University in the City of New York
EY April 2014 - Present
Deloitte Consulting LLP May 2006 - April 2014
Deutsche Bank 2006 - 2014
Deutsche Bank 2006 - 2014
JP Morgan April 2003 - July 2006
Accenture 1994 - 2001
Skills
Derivatives, Wealth Management, Investment Banking, Back Office, Securities, Trading, Change Management, Program Management, Management Consulting, Operating Models, Business Transformation, IT Strategy, Business Process..., Mergers, Business Process..., Financial Services, IT Transformation, Financial Modeling
Education
Pennsylvania State University 1992 — 1994
MBA
Muhlenberg College 1987 — 1991
Bachelor of Arts (AB)
Columbia University in the City of New York
Columbia University in the City of New York
Harry Feng Harry Feng's J.P. Morgan Experience August 2013 - Present
Job JP Morgan
Industry Investment Banking
Experience
JP Morgan August 2013 - Present
Deutsche Bank 2010 - August 2013
Goldman Sachs 2006 - 2009
Bear Stearns 2004 - 2006
McKinsey & Company January 2001 - April 2004
Knight 2004 - 2004
Education
Harvard Business School 1997 — 2001
PhD, Finance, Business Economics
Columbia University in the City of New York
MS, Operations Research
Columbia University in the City of New York
BA, Statistics
JP Morgan August 2013 - Present
Deutsche Bank 2010 - August 2013
Goldman Sachs 2006 - 2009
Bear Stearns 2004 - 2006
McKinsey & Company January 2001 - April 2004
Knight 2004 - 2004
Education
Harvard Business School 1997 — 2001
PhD, Finance, Business Economics
Columbia University in the City of New York
MS, Operations Research
Columbia University in the City of New York
BA, Statistics
Thomas Fox Thomas Fox's J.P. Morgan Experience April 2008 - December 2010
Job
Industry Computer Software
Experience
Digital Native Analytics November 2013 - Present
Bank of America November 2010 - September 2013
JP Morgan April 2008 - December 2010
Bear Stearns & Co. Inc. April 1996 - April 2008
Centre Re Financial Products January 1993 - April 1996
Kidder Peabody February 1992 - April 1993
Veson Computer Systems, Inc. September 1988 - January 1992
Education
Columbia University in the City of New York 1991 — 1992
MS, Computer Science
New York University 1996 — 1998
MA, Mathematics
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Digital Native Analytics November 2013 - Present
Bank of America November 2010 - September 2013
JP Morgan April 2008 - December 2010
Bear Stearns & Co. Inc. April 1996 - April 2008
Centre Re Financial Products January 1993 - April 1996
Kidder Peabody February 1992 - April 1993
Veson Computer Systems, Inc. September 1988 - January 1992
Education
Columbia University in the City of New York 1991 — 1992
MS, Computer Science
New York University 1996 — 1998
MA, Mathematics
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Bernard Lin Bernard Lin's J.P. Morgan Experience November 1994 - November 1995
Job
Industry Information Technology and Services
Experience
Cloud Technology Partners June 2015 - Present
Silver Lake Technologies November 2009 - June 2015
Soshio June 2014 - December 2014
B2X February 2007 - November 2009
Twinkle Living March 2005 - February 2007
Sony July 2001 - August 2004
Scient March 1999 - August 2001
Computopia, Inc. November 1995 - March 1999
JP Morgan November 1994 - November 1995
Skills
Web Services, E-commerce, Management Consulting, IT Strategy, ERP, Enterprise Architecture, Entrepreneurship, Start-ups, Business Strategy, Product Management, Product Development, Mergers, Strategic Planning, Business Management, Team Building, New Business Development, Program Management, Cloud Computing, Team Leadership, Risk Management, Business Analysis, Strategy Development, Architecture, Portfolio Management, Investment Banking, IT Operations, SaaS, Mobile, Venture Capital, Strategic Partnerships, Product Strategy, Product Marketing, International Business, Competitive Analysis, Business Transformation, Emerging Markets, Professional Services, Team Management, P&L Management, Outsourcing, Executive Management, Enterprise Software, Process Engineering, IT Management, Business Intelligence, Operations Management, Entrepreneur, Consultancy, Business Planning, Product Launch
Education
Columbia University
MS, Computer Science
National Taiwan University
BS, Computer Science & Information Engineering
Stern, NYU
MBA, Finance
Cloud Technology Partners June 2015 - Present
Silver Lake Technologies November 2009 - June 2015
Soshio June 2014 - December 2014
B2X February 2007 - November 2009
Twinkle Living March 2005 - February 2007
Sony July 2001 - August 2004
Scient March 1999 - August 2001
Computopia, Inc. November 1995 - March 1999
JP Morgan November 1994 - November 1995
Skills
Web Services, E-commerce, Management Consulting, IT Strategy, ERP, Enterprise Architecture, Entrepreneurship, Start-ups, Business Strategy, Product Management, Product Development, Mergers, Strategic Planning, Business Management, Team Building, New Business Development, Program Management, Cloud Computing, Team Leadership, Risk Management, Business Analysis, Strategy Development, Architecture, Portfolio Management, Investment Banking, IT Operations, SaaS, Mobile, Venture Capital, Strategic Partnerships, Product Strategy, Product Marketing, International Business, Competitive Analysis, Business Transformation, Emerging Markets, Professional Services, Team Management, P&L Management, Outsourcing, Executive Management, Enterprise Software, Process Engineering, IT Management, Business Intelligence, Operations Management, Entrepreneur, Consultancy, Business Planning, Product Launch
Education
Columbia University
MS, Computer Science
National Taiwan University
BS, Computer Science & Information Engineering
Stern, NYU
MBA, Finance
Melissa Carver Sottile, CPA's J.P. Morgan Experience 1992 - 1992
Job Instructor in Residence in Accounting at University of Connecticut
Industry Higher Education
Experience
University of Connecticut August 2015 - Present
University of Connecticut April 2013 - August 2015
University of Connecticut September 2012 - April 2013
University of Connecticut 2008 - 2013
Townsend Research Group 2003 - 2012
Southern New Hampshire University January 2010 - May 2011
University of Hartford January 2010 - May 2010
IBM - Business Consulting Services 2002 - 2003
PwC 1993 - 2002
JP Morgan 1992 - 1992
Skills
Financial Accounting, Program Management, Business Process..., Social Media Marketing, Business Strategy, Project Management, Business Analysis, Facilitation &..., Client Relationship..., Business Development, IT Audit, Global Human Resources..., Public Speaking, Management Consulting, Management, Business Process, Cross-functional Team..., Training, Change Management, Budgets, Project Planning, Competitive Analysis, Human Resources, Consulting, Data Analysis, Marketing, Finance, Policy, Research, Integration, Leadership, Strategy, Strategic Planning, Higher Education, Nonprofits, Social Media
Education
University of Hartford 2005 — 2009
Master of Science (MS), Accounting & Taxation
University of Georgia - Terry College of Business 1998 — 2000
Master of Business Administration (MBA), Customer Relationship Marketing
Cornell University 1989 — 1993
Bachelor of Arts (BA), Economics
Porter's School 1985 — 1989
University of Connecticut August 2015 - Present
University of Connecticut April 2013 - August 2015
University of Connecticut September 2012 - April 2013
University of Connecticut 2008 - 2013
Townsend Research Group 2003 - 2012
Southern New Hampshire University January 2010 - May 2011
University of Hartford January 2010 - May 2010
IBM - Business Consulting Services 2002 - 2003
PwC 1993 - 2002
JP Morgan 1992 - 1992
Skills
Financial Accounting, Program Management, Business Process..., Social Media Marketing, Business Strategy, Project Management, Business Analysis, Facilitation &..., Client Relationship..., Business Development, IT Audit, Global Human Resources..., Public Speaking, Management Consulting, Management, Business Process, Cross-functional Team..., Training, Change Management, Budgets, Project Planning, Competitive Analysis, Human Resources, Consulting, Data Analysis, Marketing, Finance, Policy, Research, Integration, Leadership, Strategy, Strategic Planning, Higher Education, Nonprofits, Social Media
Education
University of Hartford 2005 — 2009
Master of Science (MS), Accounting & Taxation
University of Georgia - Terry College of Business 1998 — 2000
Master of Business Administration (MBA), Customer Relationship Marketing
Cornell University 1989 — 1993
Bachelor of Arts (BA), Economics
Porter's School 1985 — 1989
Barbara R. Bagley, CFA's J.P. Morgan Experience November 1991 - July 1995
Job Senior Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust, Bank of America Private Wealth Management September 2010 - Present
Lewis Capital Management LLC January 2006 - October 2010
Doheny Asset Management LLC September 1995 - November 2005
JP Morgan November 1991 - July 1995
Skills
Investments, Asset Allocation, Investment Strategies, Equities, Investment Management, Portfolio Management, Fixed Income
Education
Columbia University in the City of New York 1985 — 1989
BA, Comparative Literature
U.S. Trust, Bank of America Private Wealth Management September 2010 - Present
Lewis Capital Management LLC January 2006 - October 2010
Doheny Asset Management LLC September 1995 - November 2005
JP Morgan November 1991 - July 1995
Skills
Investments, Asset Allocation, Investment Strategies, Equities, Investment Management, Portfolio Management, Fixed Income
Education
Columbia University in the City of New York 1985 — 1989
BA, Comparative Literature
Anne Marie Fox Anne Marie Fox's J.P. Morgan Experience 1990 - 1995
Job Philanthropic Advisor
Industry Nonprofit Organization Management
Experience
Save the Children 2012 - March 2014
Save the Children 2009 - 2011
Save the Children 2007 - 2008
Bank of New York 1995 - 1999
JP Morgan 1990 - 1995
Skills
Fundraising, Stewardship, Non-profits, Program Development, Corporate Social..., Capacity Building, Nonprofits, Program Management, Grant Writing, Community Outreach, Program Evaluation, Philanthropy, Community Development, International..., Grants, Volunteer Management, Leadership, Strategic Planning
Education
New York University 1992 — 1995
MPA
Cornell University 1986 — 1990
Save the Children 2012 - March 2014
Save the Children 2009 - 2011
Save the Children 2007 - 2008
Bank of New York 1995 - 1999
JP Morgan 1990 - 1995
Skills
Fundraising, Stewardship, Non-profits, Program Development, Corporate Social..., Capacity Building, Nonprofits, Program Management, Grant Writing, Community Outreach, Program Evaluation, Philanthropy, Community Development, International..., Grants, Volunteer Management, Leadership, Strategic Planning
Education
New York University 1992 — 1995
MPA
Cornell University 1986 — 1990
Chris Malstead Chris Malstead's J.P. Morgan Experience January 2008 - January 2010
Job Wholesale Transformation Program Office at Wells Fargo
Industry Program Development
Experience
Wells Fargo May 2014 - Present
Wells Fargo May 2010 - May 2014
US Trust November 2009 - November 2010
J.P Morgan January 2008 - January 2010
Wells Fargo February 2006 - December 2007
Merrill Lynch May 2003 - January 2006
Christie's January 1999 - January 2001
Christie's January 1993 - January 1999
Skills
Competitive Analysis, Leadership, Strategy, Mergers & Acquisitions, Wealth Management, Investments, Business Strategy, Product Management, Marketing, Business Development, New Business Development, Risk Management, Integrated Marketing, Banking, Management, Marketing Strategy, Sales, Sales Management, Credit
Education
Columbia Business School 2001 — 2003
MBA, Finance
New York University, Graduate School of Arts & Sciences 1993 — 1995
MA, Art History
Columbia College 1989 — 1993
MA, Art History
Columbia University in the City of New York 1989 — 1993
Bachelor's degree, Art History, Criticism and Conservation
Wells Fargo May 2014 - Present
Wells Fargo May 2010 - May 2014
US Trust November 2009 - November 2010
J.P Morgan January 2008 - January 2010
Wells Fargo February 2006 - December 2007
Merrill Lynch May 2003 - January 2006
Christie's January 1999 - January 2001
Christie's January 1993 - January 1999
Skills
Competitive Analysis, Leadership, Strategy, Mergers & Acquisitions, Wealth Management, Investments, Business Strategy, Product Management, Marketing, Business Development, New Business Development, Risk Management, Integrated Marketing, Banking, Management, Marketing Strategy, Sales, Sales Management, Credit
Education
Columbia Business School 2001 — 2003
MBA, Finance
New York University, Graduate School of Arts & Sciences 1993 — 1995
MA, Art History
Columbia College 1989 — 1993
MA, Art History
Columbia University in the City of New York 1989 — 1993
Bachelor's degree, Art History, Criticism and Conservation
Robert Koenig Robert Koenig's J.P. Morgan Experience July 1991 - February 1997
Job Director Project Management at Arxis Capital
Industry Financial Services
Experience
Arxis Capital July 2014 - Present
KCG Holdings, Inc. January 2009 - June 2014
Deutsche Bank February 2006 - June 2008
CIBC World Markets September 2002 - February 2006
Goldman Sachs March 1998 - November 2001
Bankers Trust February 1997 - March 1998
JP Morgan July 1991 - February 1997
Skills
Vendor Management, Emerging Markets, Equities, Business Analysis, Securities, Prime Brokerage, Program Management, settlements, Securities Lending, Strategy, Management, Financial Services, Settlement, Middle Office, Financial Markets, Change Management, Trading Systems, Fixed Income, Capital Markets
Education
Cornell University 1987 — 1991
BS
Livingston High School 1983 — 1987
Arxis Capital July 2014 - Present
KCG Holdings, Inc. January 2009 - June 2014
Deutsche Bank February 2006 - June 2008
CIBC World Markets September 2002 - February 2006
Goldman Sachs March 1998 - November 2001
Bankers Trust February 1997 - March 1998
JP Morgan July 1991 - February 1997
Skills
Vendor Management, Emerging Markets, Equities, Business Analysis, Securities, Prime Brokerage, Program Management, settlements, Securities Lending, Strategy, Management, Financial Services, Settlement, Middle Office, Financial Markets, Change Management, Trading Systems, Fixed Income, Capital Markets
Education
Cornell University 1987 — 1991
BS
Livingston High School 1983 — 1987
Ken Auspaker's J.P. Morgan Experience June 2003 - August 2003
Job Vice President at Evercore Partners
Industry Financial Services
Experience
Evercore Partners August 2009 - Present
Evercore Partners May 2008 - August 2008
Putnam Lovell NBF July 2004 - July 2007
JP Morgan June 2003 - August 2003
Skills
Financial Modeling, Mergers, Investment Banking, Asset Management, Mobile Payments, Payment Card Processing, Electronic Trading, Electronic Payments
Education
Harvard Business School 2007 — 2009
MBA
Cornell University 2000 — 2004
BS, Policy Analysis & Management
Kings Park High School 1996 — 2000
Regents Diploma
Evercore Partners August 2009 - Present
Evercore Partners May 2008 - August 2008
Putnam Lovell NBF July 2004 - July 2007
JP Morgan June 2003 - August 2003
Skills
Financial Modeling, Mergers, Investment Banking, Asset Management, Mobile Payments, Payment Card Processing, Electronic Trading, Electronic Payments
Education
Harvard Business School 2007 — 2009
MBA
Cornell University 2000 — 2004
BS, Policy Analysis & Management
Kings Park High School 1996 — 2000
Regents Diploma
Emily Mead Emily Mead's J.P. Morgan Experience August 1999 - January 2001
Job Director, Managed Accounts at Dreman Value Management, LLC
Industry Investment Management
Experience
Dreman Value Management, LLC February 2002 - July 2015
JP Morgan August 1999 - January 2001
Sanford C. Bernstein & Co., Inc. September 1997 - August 1999
Skills
Separately Managed..., Asset Management, Equities
Education
Cornell University 1993 — 1997
B.S., School of Hotel Administration
Cranbrook Kingswood School 1990 — 1993
Dreman Value Management, LLC February 2002 - July 2015
JP Morgan August 1999 - January 2001
Sanford C. Bernstein & Co., Inc. September 1997 - August 1999
Skills
Separately Managed..., Asset Management, Equities
Education
Cornell University 1993 — 1997
B.S., School of Hotel Administration
Cranbrook Kingswood School 1990 — 1993
Gloria Fu Gloria Fu's J.P. Morgan Experience February 2004 - Present
Job Portfolio Manager/ Managing Director at JP Morgan
Industry Investment Management
Experience
JP Morgan February 2004 - Present
JP Morgan March 2002 - February 2004
Robertson Stephens January 2000 - March 2002
Ian Schrager Company July 1999 - January 2000
Starwood Capital Group July 1998 - June 1999
Arthur Andersen December 1995 - July 1998
Skills
Asset Management, Equity Research, Portfolio Management, Equities, Investments, Mutual Funds, Strategy, Buy-side, Hotels, Chartered Financial..., Hospitality, Market Research, Valuation, Investment Banking, Bloomberg, Asset Managment, Private Equity, Hedge Funds, Venture Capital, Alternative Investments, Financial Modeling, Capital Markets
Education
Cornell University 1993 — 1994
MPS, Hotel Administration
Cornell University 1989 — 1993
BS, Hospitality Administration
JP Morgan February 2004 - Present
JP Morgan March 2002 - February 2004
Robertson Stephens January 2000 - March 2002
Ian Schrager Company July 1999 - January 2000
Starwood Capital Group July 1998 - June 1999
Arthur Andersen December 1995 - July 1998
Skills
Asset Management, Equity Research, Portfolio Management, Equities, Investments, Mutual Funds, Strategy, Buy-side, Hotels, Chartered Financial..., Hospitality, Market Research, Valuation, Investment Banking, Bloomberg, Asset Managment, Private Equity, Hedge Funds, Venture Capital, Alternative Investments, Financial Modeling, Capital Markets
Education
Cornell University 1993 — 1994
MPS, Hotel Administration
Cornell University 1989 — 1993
BS, Hospitality Administration
Casey (Charles) Dwyer's J.P. Morgan Experience February 2014 - April 2015
Job MBA/MA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
J.P. Morgan February 2014 - April 2015
J.P. Morgan December 2011 - February 2014
J.P. Morgan March 2011 - December 2011
JP Morgan August 2009 - March 2011
Skills
Emerging Markets, Financial Modeling, Hedge Funds, Private Equity, Economics, Financial Markets, Project Management, Portfolio Management, Financial Analysis, Valuation, Due Diligence, Analysis, Capital Markets
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master’s Degree, International Relations; Portuguese
Columbia University in the City of New York 2005 — 2009
Bachelor's Degree, Economics, Political Science, Middle Eastern Languages
Rye Country Day School 2001 — 2005
High School
J.P. Morgan February 2014 - April 2015
J.P. Morgan December 2011 - February 2014
J.P. Morgan March 2011 - December 2011
JP Morgan August 2009 - March 2011
Skills
Emerging Markets, Financial Modeling, Hedge Funds, Private Equity, Economics, Financial Markets, Project Management, Portfolio Management, Financial Analysis, Valuation, Due Diligence, Analysis, Capital Markets
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master’s Degree, International Relations; Portuguese
Columbia University in the City of New York 2005 — 2009
Bachelor's Degree, Economics, Political Science, Middle Eastern Languages
Rye Country Day School 2001 — 2005
High School
Adam Freed, CFA's J.P. Morgan Experience July 2008 - May 2010
Job Account Manager for Finance at Dataminr, Inc.
Industry Financial Services
Experience
Dataminr, Inc. July 2014 - Present
MSCI Inc. May 2010 - July 2014
JP Morgan July 2008 - May 2010
Bank of New York January 2007 - June 2008
Skills
Equities, Fixed Income, Market Risk, Risk Management, Derivatives, Hedge Funds, Asset Management, Alternative Investments, Financial Markets, Investments, ETFs, Asset Allocation, Economics, Investment Strategies, Investment Management, Fund Of Funds
Education
Connecticut College 2002 — 2006
BA
Dataminr, Inc. July 2014 - Present
MSCI Inc. May 2010 - July 2014
JP Morgan July 2008 - May 2010
Bank of New York January 2007 - June 2008
Skills
Equities, Fixed Income, Market Risk, Risk Management, Derivatives, Hedge Funds, Asset Management, Alternative Investments, Financial Markets, Investments, ETFs, Asset Allocation, Economics, Investment Strategies, Investment Management, Fund Of Funds
Education
Connecticut College 2002 — 2006
BA
Murphy Wilson Murphy Wilson's J.P. Morgan Experience 2000 - 2000
Job Sales Associate at Keller Williams Midtown Direct
Industry Real Estate
Experience
Keller Williams Realty August 2009 - Present
JP Morgan 2000 - 2000
SG Cowan 1998 - 1998
Bankers Trust 1997 - 1998
Kidder Peabody 1989 - 1995
Barclays Bank 1981 - 1987
Skills
Real Estate, Property Tax Appeals, Investment Properties, Real Estate Investment, Residential, Analysis, Sellers, Selling, Relocation, Sales Management, Condos, Residential Homes, Commercial Real Estate, Real Estate Transactions, Luxury, Negotiation, Property Tax, Sales, First Time Home Buyers
Education
Cornell University 1975 — 1979
BS, Engineering
Pace University
MBA, Finance
Keller Williams Realty August 2009 - Present
JP Morgan 2000 - 2000
SG Cowan 1998 - 1998
Bankers Trust 1997 - 1998
Kidder Peabody 1989 - 1995
Barclays Bank 1981 - 1987
Skills
Real Estate, Property Tax Appeals, Investment Properties, Real Estate Investment, Residential, Analysis, Sellers, Selling, Relocation, Sales Management, Condos, Residential Homes, Commercial Real Estate, Real Estate Transactions, Luxury, Negotiation, Property Tax, Sales, First Time Home Buyers
Education
Cornell University 1975 — 1979
BS, Engineering
Pace University
MBA, Finance
Eric Klein, CFA's J.P. Morgan Experience May 2010 - Present
Job
Industry Investment Management
Experience
JP Morgan May 2010 - Present
Washinee Capital Advisors March 2009 - May 2010
Robeco-Sage Capital Management, LLC June 2006 - November 2008
Havell Capital / Aravali Partners June 2005 - September 2005
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA
Cornell University
BS
JP Morgan May 2010 - Present
Washinee Capital Advisors March 2009 - May 2010
Robeco-Sage Capital Management, LLC June 2006 - November 2008
Havell Capital / Aravali Partners June 2005 - September 2005
Education
Cornell University - S.C. Johnson Graduate School of Management 2004 — 2006
MBA
Cornell University
BS
Carlton T. Gambrell, II Carlton T. Gambrell, II's J.P. Morgan Experience July 1994 - August 1995
Job Presiding Minister at eLife Ministry, Business Success Coach at CThomasSuccess.com, Founding Board Member Urban Acres
Industry Professional Training & Coaching
Experience
eLife Ministry Incorporated February 2015 - Present
CThomasSuccess.com November 2001 - Present
UrbanAcres, Inc. November 2014 - Present
Cushman and Wakefield July 2007 - October 2008
Goldman Sachs July 2000 - October 2001
TimeSplitters Marketing September 1994 - July 2000
JP Morgan July 1994 - August 1995
Sumitomo Bank 1989 - 1994
Skills
Vendor Relationships, Life-cycle Management, Leadership, Public Speaking, Staff Development, Leadership Development, Training, Coaching, Strategic Planning, Management Consulting, Program Management, Team Building, Strategy, Change Management, Management, Business Development, CRM, Human Resources, Entrepreneurship, Talent Acquisition, Marketing, Social Media, Business Strategy, Social Networking, Consulting, Project Management, Event Planning, Small Business, Marketing Strategy, Sales, Organizational..., Networking, Team Leadership
Education
Columbia University in the City of New York 1983 — 1987
Bachelor of Arts (B.A.), Computer Science
Oral Roberts University
Diploma, Christian Education
eLife Ministry Incorporated February 2015 - Present
CThomasSuccess.com November 2001 - Present
UrbanAcres, Inc. November 2014 - Present
Cushman and Wakefield July 2007 - October 2008
Goldman Sachs July 2000 - October 2001
TimeSplitters Marketing September 1994 - July 2000
JP Morgan July 1994 - August 1995
Sumitomo Bank 1989 - 1994
Skills
Vendor Relationships, Life-cycle Management, Leadership, Public Speaking, Staff Development, Leadership Development, Training, Coaching, Strategic Planning, Management Consulting, Program Management, Team Building, Strategy, Change Management, Management, Business Development, CRM, Human Resources, Entrepreneurship, Talent Acquisition, Marketing, Social Media, Business Strategy, Social Networking, Consulting, Project Management, Event Planning, Small Business, Marketing Strategy, Sales, Organizational..., Networking, Team Leadership
Education
Columbia University in the City of New York 1983 — 1987
Bachelor of Arts (B.A.), Computer Science
Oral Roberts University
Diploma, Christian Education
Gregory Marposon Gregory Marposon's J.P. Morgan Experience 1982 - 1984
Job FRM, Quantitative Strategies, Alternative Investments, Derivatives & Global Markets
Industry Financial Services
Experience
GE Capital 2008 - Present
Hypo Real Estate Bank International 2004 - 2007
HypoVereinsbank 2000 - 2004
Reuters 1999 - 2000
Nomura 1997 - 1998
Barclays Capital 1996 - 1997
EBRD 1992 - 1996
Prudential Financial 1986 - 1992
Barclays Bank 1985 - 1986
JP Morgan 1982 - 1984
Skills
Fixed Income, Portfolio Management, Risk Management, Money Market, Options, Alternative Investments, Derivatives, Quantitative Analytics, Swaps, Investment Banking, ALM, Team Leadership, Financial Risk, Capital Markets, Strategic Communications, Market Risk, Management, Credit Risk, Treasury Management, Hedge Funds, Investments, Asset Management, Funding, Structured Finance, Financial Modeling, Quantitative Finance, Trading, Credit Derivatives, Basel II, Valuation, Structured Products, Financial Markets, Asset Allocation, Securitization, Stress Testing, Interest Rate..., Financial Risk..., Enterprise Risk..., Liquidity Risk, Fixed Income Analysis, Financial Structuring, FX Options, Financial Services, Credit, ABS, Banking, Counterparty Risk, Quantitative Analysis, Asset Liability..., Investment Strategies
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE)
Master of Science (M.Sc.), Economics
GE Capital 2008 - Present
Hypo Real Estate Bank International 2004 - 2007
HypoVereinsbank 2000 - 2004
Reuters 1999 - 2000
Nomura 1997 - 1998
Barclays Capital 1996 - 1997
EBRD 1992 - 1996
Prudential Financial 1986 - 1992
Barclays Bank 1985 - 1986
JP Morgan 1982 - 1984
Skills
Fixed Income, Portfolio Management, Risk Management, Money Market, Options, Alternative Investments, Derivatives, Quantitative Analytics, Swaps, Investment Banking, ALM, Team Leadership, Financial Risk, Capital Markets, Strategic Communications, Market Risk, Management, Credit Risk, Treasury Management, Hedge Funds, Investments, Asset Management, Funding, Structured Finance, Financial Modeling, Quantitative Finance, Trading, Credit Derivatives, Basel II, Valuation, Structured Products, Financial Markets, Asset Allocation, Securitization, Stress Testing, Interest Rate..., Financial Risk..., Enterprise Risk..., Liquidity Risk, Fixed Income Analysis, Financial Structuring, FX Options, Financial Services, Credit, ABS, Banking, Counterparty Risk, Quantitative Analysis, Asset Liability..., Investment Strategies
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE)
Master of Science (M.Sc.), Economics
Bill Dunn Bill Dunn's J.P. Morgan Experience November 1986 - January 1992
Job Founder, Principal, Chief Architect at eVolvIT LLC
Industry Information Technology and Services
Experience
eVolvIT LLC April 2015 - Present
AmeriHealth Administrators June 2011 - April 2015
LiquidHub June 2006 - June 2011
ACE Group June 2009 - January 2011
Independence Blue Cross June 2006 - June 2009
Equiserve January 1998 - June 2006
First Chicago Trust Company January 1992 - January 1998
Morgan Guaranty/First Chicago Trust Co 1992 - 1996
JP Morgan November 1986 - January 1992
Skills
SDLC, Enterprise Architecture, Agile Methodologies, SOA, Integration, Security, IT Management, .NET, Visio, Scrum, Solution Architecture, Enterprise Software, Project Management, UML, Project Planning, IT Strategy, Java Enterprise Edition, Testing, Governance, MS Project, Management, Six Sigma, ITIL, Requirements Analysis, Business Intelligence, Program Management, Software Development, Architectures, Change Management, Business Analysis, PMP, SharePoint, Requirements Gathering, Business Process, Vendor Management, Data Warehousing, Project Portfolio..., Business Process..., Consulting, Process Improvement, Software Project..., Management Consulting, PMO, Cloud Computing, Strategy, Microsoft SQL Server, Leadership, CRM, Strategic Planning, SaaS
Education
New York University 1999 — 2001
Certification in Advanced Web Development, Web Devevelopment
Columbia University in the City of New York 1988 — 1993
Computer Technology and Applications (CTA) program, Applications Development
St. John's University, The Peter J. Tobin College of Business 1980 — 1985
MBA, Insurance Management
Saint Michael's College 1970 — 1974
Bachelor's degree, Political Science and Government
eVolvIT LLC April 2015 - Present
AmeriHealth Administrators June 2011 - April 2015
LiquidHub June 2006 - June 2011
ACE Group June 2009 - January 2011
Independence Blue Cross June 2006 - June 2009
Equiserve January 1998 - June 2006
First Chicago Trust Company January 1992 - January 1998
Morgan Guaranty/First Chicago Trust Co 1992 - 1996
JP Morgan November 1986 - January 1992
Skills
SDLC, Enterprise Architecture, Agile Methodologies, SOA, Integration, Security, IT Management, .NET, Visio, Scrum, Solution Architecture, Enterprise Software, Project Management, UML, Project Planning, IT Strategy, Java Enterprise Edition, Testing, Governance, MS Project, Management, Six Sigma, ITIL, Requirements Analysis, Business Intelligence, Program Management, Software Development, Architectures, Change Management, Business Analysis, PMP, SharePoint, Requirements Gathering, Business Process, Vendor Management, Data Warehousing, Project Portfolio..., Business Process..., Consulting, Process Improvement, Software Project..., Management Consulting, PMO, Cloud Computing, Strategy, Microsoft SQL Server, Leadership, CRM, Strategic Planning, SaaS
Education
New York University 1999 — 2001
Certification in Advanced Web Development, Web Devevelopment
Columbia University in the City of New York 1988 — 1993
Computer Technology and Applications (CTA) program, Applications Development
St. John's University, The Peter J. Tobin College of Business 1980 — 1985
MBA, Insurance Management
Saint Michael's College 1970 — 1974
Bachelor's degree, Political Science and Government
Joe Rogot Joe Rogot's J.P. Morgan Experience October 2006 - January 2009
Job Associate Director at Navigant, Investment Management Practice
Industry Financial Services
Experience
Navigant January 2015 - Present
The Bank of New York Mellon October 2012 - January 2015
Gravitas December 2009 - May 2012
J.P. Morgan October 2006 - January 2009
JP Morgan January 1998 - January 2009
Morgan Stanley & Co January 1995 - January 1998
Brown & Wood Law January 1990 - January 1993
Skills
Financial Analysis, Project Management, Strategic Planning, Process Engineering, Financial Planning, Japanese, Costing, Due Diligence, Strategic Financial..., Negotiation, Capital Markets, Strategy, Competitive Analysis, Business Analysis, Management, Financial Services, Fixed Income, Financial Modeling, Securities, Derivatives, Investments, Risk Management, Mergers & Acquisitions, Change Management, Analysis, Portfolio Management, Business Strategy, Business Development, Hedge Funds, Business Planning, Process Improvement, Valuation, Budgets
Education
Columbia Business School 1993 — 1995
MBA
Cornell University 1988 — 1990
MA
Knox College 1984 — 1988
BA
Suzuki Talent Education Institute 1980 — 1983
Music Pedagogy
Navigant January 2015 - Present
The Bank of New York Mellon October 2012 - January 2015
Gravitas December 2009 - May 2012
J.P. Morgan October 2006 - January 2009
JP Morgan January 1998 - January 2009
Morgan Stanley & Co January 1995 - January 1998
Brown & Wood Law January 1990 - January 1993
Skills
Financial Analysis, Project Management, Strategic Planning, Process Engineering, Financial Planning, Japanese, Costing, Due Diligence, Strategic Financial..., Negotiation, Capital Markets, Strategy, Competitive Analysis, Business Analysis, Management, Financial Services, Fixed Income, Financial Modeling, Securities, Derivatives, Investments, Risk Management, Mergers & Acquisitions, Change Management, Analysis, Portfolio Management, Business Strategy, Business Development, Hedge Funds, Business Planning, Process Improvement, Valuation, Budgets
Education
Columbia Business School 1993 — 1995
MBA
Cornell University 1988 — 1990
MA
Knox College 1984 — 1988
BA
Suzuki Talent Education Institute 1980 — 1983
Music Pedagogy
John Wasack's J.P. Morgan Experience July 2004 - August 2011
Job Natural Gas Trading BNP Paribas
Industry Financial Services
Experience
BNP Paribas September 2012 - Present
Velocity Merchant Energy, LP August 2011 - May 2012
JP Morgan July 2004 - August 2011
Skills
Trading, Options, Risk Management, Energy, Python, R, Golang, Django, Linux, Git, Cryptography
Education
Cornell University 2002 — 2004
BA, Mathematics and Economics
Rutgers, The State University of New Jersey-New Brunswick
Mathematics and Economics
BNP Paribas September 2012 - Present
Velocity Merchant Energy, LP August 2011 - May 2012
JP Morgan July 2004 - August 2011
Skills
Trading, Options, Risk Management, Energy, Python, R, Golang, Django, Linux, Git, Cryptography
Education
Cornell University 2002 — 2004
BA, Mathematics and Economics
Rutgers, The State University of New Jersey-New Brunswick
Mathematics and Economics
Julia Hoo, MBA's J.P. Morgan Experience 2004 - 2007
Job AML Compliance Officer, New York, NY
Industry Investment Banking
Experience
RBS Markets and International Banking September 2012 - Present
Citi January 2011 - September 2012
Bank of America September 2008 - December 2010
JP Morgan 2004 - 2007
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Cornell University
Bachelor of Applied Science (BASc), Neurobiology and Neurosciences
RBS Markets and International Banking September 2012 - Present
Citi January 2011 - September 2012
Bank of America September 2008 - December 2010
JP Morgan 2004 - 2007
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Cornell University
Bachelor of Applied Science (BASc), Neurobiology and Neurosciences
Tim Joeng's J.P. Morgan Experience 1997 - 1999
Job
Industry Investment Management
Experience
Gresham Partners 2012 - Present
Williams College Invesment Office 2007 - 2012
Capital Guidance 2000 - 2006
JP Morgan 1997 - 1999
Skills
Private Equity, Real Estate, Natural Resources, Direct Investments, Hedge Funds, Global Equities, Fixed Income, Portfolio Management, Asset Allocation, Investments, Relationship Management
Education
Columbia University in the City of New York
Masters, Financial Engineering
Cooper Union
Bachelor, Electrical Engineering
Gresham Partners 2012 - Present
Williams College Invesment Office 2007 - 2012
Capital Guidance 2000 - 2006
JP Morgan 1997 - 1999
Skills
Private Equity, Real Estate, Natural Resources, Direct Investments, Hedge Funds, Global Equities, Fixed Income, Portfolio Management, Asset Allocation, Investments, Relationship Management
Education
Columbia University in the City of New York
Masters, Financial Engineering
Cooper Union
Bachelor, Electrical Engineering
Howard Koster's J.P. Morgan Experience November 2003 - Present
Job VP at JP Morgan
Industry Investment Banking
Experience
JP Morgan November 2003 - Present
Skills
Fixed Income, Credit Derivatives, Derivatives, Equities, Capital Markets, Trading Systems, Equity Derivatives, Electronic Trading, Interest Rate..., Structured Products, Investment Banking, Market Data, Middle Office, Hedge Funds, Options, Market Risk
Education
Cornell University
Bachelor's degree
JP Morgan November 2003 - Present
Skills
Fixed Income, Credit Derivatives, Derivatives, Equities, Capital Markets, Trading Systems, Equity Derivatives, Electronic Trading, Interest Rate..., Structured Products, Investment Banking, Market Data, Middle Office, Hedge Funds, Options, Market Risk
Education
Cornell University
Bachelor's degree
Henry Tam Jr.'s J.P. Morgan Experience August 1997 - August 1998
Job Managing Director, Financial Services at NeuStar, Inc.
Industry Information Technology and Services
Experience
NeuStar, Inc. January 2014 - Present
Millennial Media April 2012 - October 2013
American Learning Network, LLC May 2010 - December 2012
Atlantic Media Company October 2008 - May 2010
The Washington Post August 2002 - October 2008
PwC September 2000 - January 2001
AOL June 2000 - September 2000
IFC - International Finance Corporation August 1998 - May 2000
JP Morgan August 1997 - August 1998
Education
Harvard Business School 2001 — 2002
MBA
Columbia University in the City of New York 1992 — 1996
BA
Georgetown University 2004 — 2008
Doctor of Law (JD)
NeuStar, Inc. January 2014 - Present
Millennial Media April 2012 - October 2013
American Learning Network, LLC May 2010 - December 2012
Atlantic Media Company October 2008 - May 2010
The Washington Post August 2002 - October 2008
PwC September 2000 - January 2001
AOL June 2000 - September 2000
IFC - International Finance Corporation August 1998 - May 2000
JP Morgan August 1997 - August 1998
Education
Harvard Business School 2001 — 2002
MBA
Columbia University in the City of New York 1992 — 1996
BA
Georgetown University 2004 — 2008
Doctor of Law (JD)
Alex Whitney's J.P. Morgan Experience January 1994 - January 1997
Job Relationship Manager at CenturyLink
Industry Information Technology and Services
Experience
CenturyLink Technology Solutions November 2008 - Present
Harris Connect October 2007 - November 2008
Columbia University July 2006 - August 2007
Cline Davis & Mann September 1998 - July 2006
Lowe McAdams Healthcare January 1997 - September 1998
JP Morgan January 1994 - January 1997
DDB October 1992 - January 1994
Skills
Contract Negotiation, Integration, Software Documentation, ITIL, Salesforce.com, IT Service Management, IT Service Delivery, IT Operations, Project Management, VMware ESX, IT Audit, Major Incident..., IT Strategy, CRM, Vendor Management, Data Center, Enterprise Software, Networking, Pre-sales, Management, Managed Services, Business Process, Strategy, Team Management, Infrastructure, Cloud Computing, Information Technology, Program Management, Servers, IT Management, Professional Services, Risk Management, Project Portfolio..., PMO, SaaS, Outsourcing, Enterprise Architecture, PMP, SDLC
Education
Columbia University in the City of New York 1992 — 1994
BA
CenturyLink Technology Solutions November 2008 - Present
Harris Connect October 2007 - November 2008
Columbia University July 2006 - August 2007
Cline Davis & Mann September 1998 - July 2006
Lowe McAdams Healthcare January 1997 - September 1998
JP Morgan January 1994 - January 1997
DDB October 1992 - January 1994
Skills
Contract Negotiation, Integration, Software Documentation, ITIL, Salesforce.com, IT Service Management, IT Service Delivery, IT Operations, Project Management, VMware ESX, IT Audit, Major Incident..., IT Strategy, CRM, Vendor Management, Data Center, Enterprise Software, Networking, Pre-sales, Management, Managed Services, Business Process, Strategy, Team Management, Infrastructure, Cloud Computing, Information Technology, Program Management, Servers, IT Management, Professional Services, Risk Management, Project Portfolio..., PMO, SaaS, Outsourcing, Enterprise Architecture, PMP, SDLC
Education
Columbia University in the City of New York 1992 — 1994
BA
Sona Menon's J.P. Morgan Experience 1995 - 1999
Job Managing Director & Outsourced CIO at Cambridge Associates
Industry Investment Management
Experience
Cambridge Associates July 2007 - Present
Cambridge Associates October 2001 - July 2007
JP Morgan 1995 - 1999
Skills
Asset Management, Asset Allocation, Endowments, Financial Modeling, Alternative Investments, Pensions
Education
Harvard Business School 1999 — 2001
MBA
Cornell University 1991 — 1995
BA
Cambridge Associates July 2007 - Present
Cambridge Associates October 2001 - July 2007
JP Morgan 1995 - 1999
Skills
Asset Management, Asset Allocation, Endowments, Financial Modeling, Alternative Investments, Pensions
Education
Harvard Business School 1999 — 2001
MBA
Cornell University 1991 — 1995
BA
Laca Wong-Hammond's J.P. Morgan Experience 1999 - 2000
Job Managing Director, Real Estate & Healthcare M&A at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps September 2014 - Present
Raymond James 2006 - September 2014
Merrill Lynch & Co. 2004 - 2006
iStar Financial Inc 2000 - 2004
JP Morgan 1999 - 2000
Skills
Private Equity, Capital Markets, Valuation, Asset Managment, Due Diligence, Real Estate Economics, Negotiation, Asset Management, Strategy, Real Estate, Mergers & Acquisitions, Investment Banking, Business Development, Corporate Finance, Equities, Joint Ventures, Financial Modeling, Structured Finance, Portfolio Management, Investments
Education
Cornell University 1995 — 1999
The London School of Economics and Political Science (LSE) 1997 — 1998
Economics and Finance
Harvard Law School
Duff & Phelps September 2014 - Present
Raymond James 2006 - September 2014
Merrill Lynch & Co. 2004 - 2006
iStar Financial Inc 2000 - 2004
JP Morgan 1999 - 2000
Skills
Private Equity, Capital Markets, Valuation, Asset Managment, Due Diligence, Real Estate Economics, Negotiation, Asset Management, Strategy, Real Estate, Mergers & Acquisitions, Investment Banking, Business Development, Corporate Finance, Equities, Joint Ventures, Financial Modeling, Structured Finance, Portfolio Management, Investments
Education
Cornell University 1995 — 1999
The London School of Economics and Political Science (LSE) 1997 — 1998
Economics and Finance
Harvard Law School
Brynja Sigurdardottir's J.P. Morgan Experience 2006 - October 2010
Job Financial Engineer
Industry Financial Services
Experience
JP Morgan 2006 - October 2010
JP Morgan Chase June 2005 - June 2006
Kaupthing Bank June 2003 - August 2004
Education
Cornell University 2004 — 2005
Master of Engineering, Financial Engineering
Háskóli Íslands 2000 — 2003
Bachelor of Science, Engineering
JP Morgan 2006 - October 2010
JP Morgan Chase June 2005 - June 2006
Kaupthing Bank June 2003 - August 2004
Education
Cornell University 2004 — 2005
Master of Engineering, Financial Engineering
Háskóli Íslands 2000 — 2003
Bachelor of Science, Engineering
David Pazmino's J.P. Morgan Experience June 2010 - September 2010
Job Senior Developer at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2013 - Present
Bank of America May 2012 - March 2013
Diversant For Goldman Sachs February 2011 - May 2012
JP Morgan June 2010 - September 2010
Sungard Data Systems May 2005 - June 2010
Marsh & McLennan Companies, Inc. 2004 - 2005
UPS 2000 - 2003
Bank of America Merrill Lynch February 1998 - May 2000
Skills
SDLC, Management, Business Analysis, Vendor Management, SQL, Software Project..., Project Management, Unix, Java, Software Development, Agile Methodologies, Business Intelligence, Integration, Microsoft SQL Server, Requirements Analysis, Requirements Gathering, Scrum, Spring, Trading Systems, XML, Databases, Oracle, Perl, Sybase, Data Warehousing, PL/SQL
Education
Set Focus C# Masters Class 2004 — 2004
Microsoft C# Development
Pace University 2002 — 2004
MS, Computer Science, 3.98
Chubb Top Gun Program C++ 2001 — 2001
Object Oriented Programming, Top of Class
Chubb Top Gun Program Mainframe Development 1997 — 1998
Mainframe Programming, 1st in Class
Cornell University 1988 — 1992
BS, Industrial and Labor Relations
Goldman Sachs March 2013 - Present
Bank of America May 2012 - March 2013
Diversant For Goldman Sachs February 2011 - May 2012
JP Morgan June 2010 - September 2010
Sungard Data Systems May 2005 - June 2010
Marsh & McLennan Companies, Inc. 2004 - 2005
UPS 2000 - 2003
Bank of America Merrill Lynch February 1998 - May 2000
Skills
SDLC, Management, Business Analysis, Vendor Management, SQL, Software Project..., Project Management, Unix, Java, Software Development, Agile Methodologies, Business Intelligence, Integration, Microsoft SQL Server, Requirements Analysis, Requirements Gathering, Scrum, Spring, Trading Systems, XML, Databases, Oracle, Perl, Sybase, Data Warehousing, PL/SQL
Education
Set Focus C# Masters Class 2004 — 2004
Microsoft C# Development
Pace University 2002 — 2004
MS, Computer Science, 3.98
Chubb Top Gun Program C++ 2001 — 2001
Object Oriented Programming, Top of Class
Chubb Top Gun Program Mainframe Development 1997 — 1998
Mainframe Programming, 1st in Class
Cornell University 1988 — 1992
BS, Industrial and Labor Relations
Philip Daniels's J.P. Morgan Experience June 2008 - September 2009
Job Chief Investment Officer & Founding Partner at Balbec Capital LP, an affiliate of Starwood Capital Group
Industry Financial Services
Experience
Balbec Capital LP, an affiliate of Starwood Capital Group 2010 - Present
JP Morgan June 2008 - September 2009
Bear Stearns July 2000 - May 2008
Education
Columbia University in the City of New York 1996 — 2000
BA, Math / Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course, Math
Balbec Capital LP, an affiliate of Starwood Capital Group 2010 - Present
JP Morgan June 2008 - September 2009
Bear Stearns July 2000 - May 2008
Education
Columbia University in the City of New York 1996 — 2000
BA, Math / Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course, Math
Gigi Tang's J.P. Morgan Experience 2008 - 2010
Job HR Advisory at Deutsche Bank
Industry Human Resources
Experience
Deutsche Bank 2015 - Present
Geneva Worldwide February 2013 - Present
Spotify 2013 - 2014
Royal Bank of Canada Capital Markets 2010 - 2012
JP Morgan 2008 - 2010
Morgan Stanley 2007 - 2008
Towers Watson 2006 - 2007
Gap Inc. June 2005 - August 2005
Skills
Fluent in Chinese..., Moderately..., Mandarin, Human Resources, Personnel Management, Employee Benefits, Analysis, Executive Pay, Management, Analytics, Mergers & Acquisitions, Data Analysis, Management Consulting, Talent Management
Education
Cornell University 2003 — 2006
Bachelor of Science, Industrial and Labor Relations
Deutsche Bank 2015 - Present
Geneva Worldwide February 2013 - Present
Spotify 2013 - 2014
Royal Bank of Canada Capital Markets 2010 - 2012
JP Morgan 2008 - 2010
Morgan Stanley 2007 - 2008
Towers Watson 2006 - 2007
Gap Inc. June 2005 - August 2005
Skills
Fluent in Chinese..., Moderately..., Mandarin, Human Resources, Personnel Management, Employee Benefits, Analysis, Executive Pay, Management, Analytics, Mergers & Acquisitions, Data Analysis, Management Consulting, Talent Management
Education
Cornell University 2003 — 2006
Bachelor of Science, Industrial and Labor Relations
Arthur J. Ruffin's J.P. Morgan Experience 1998 - 1999
Job Principal at Donjon Group
Industry Capital Markets
Experience
Donjon Group January 2013 - Present
Citadel Investment Group September 2009 - January 2013
Centerline Capital Group September 2008 - July 2009
Lehman Brothers July 2006 - September 2008
Merrill Lynch 1999 - 2006
JP Morgan 1998 - 1999
Skills
Equities, Hedge Funds, Capital Markets, Financial Modeling, Investment Banking, Bloomberg, Valuation, Financial Markets, Securities, Mergers & Acquisitions, Finance, Corporate Finance, Bonds, Alternative Investments, Equity Trading
Education
Columbia University in the City of New York 1996 — 1998
B.S., Computer Science
Saint John's University 1993 — 1996
BS, Computer Science
Brooklyn Technical H.S. 1988 — 1992
Donjon Group January 2013 - Present
Citadel Investment Group September 2009 - January 2013
Centerline Capital Group September 2008 - July 2009
Lehman Brothers July 2006 - September 2008
Merrill Lynch 1999 - 2006
JP Morgan 1998 - 1999
Skills
Equities, Hedge Funds, Capital Markets, Financial Modeling, Investment Banking, Bloomberg, Valuation, Financial Markets, Securities, Mergers & Acquisitions, Finance, Corporate Finance, Bonds, Alternative Investments, Equity Trading
Education
Columbia University in the City of New York 1996 — 1998
B.S., Computer Science
Saint John's University 1993 — 1996
BS, Computer Science
Brooklyn Technical H.S. 1988 — 1992
Hollee McGinnis's J.P. Morgan Experience January 1996 - September 2001
Job Doctoral Student & NIMH PreDoctoral Fellow at Washington Univeristy in St. Louis
Industry Public Policy
Experience
Washington University in St. Louis September 2009 - Present
Also-Known-As, Inc. 1996 - Present
Evan B. Donaldson Adoption Institute July 2004 - June 2009
JP Morgan January 1996 - September 2001
John Wiley & Sons 1994 - 1996
Skills
Psychology, Nonprofits, Grant Writing, Non-profits, Program Development, Program Evaluation, Social Services, Teaching
Education
Yale University 2003 — 2004
Post-MSW Clinical Fellowship, Child Study Center
Columbia University in the City of New York 2001 — 2003
Masters, Social Work
Mount Holyoke College 1990 — 1994
Bachelors of art, American Studies
Washington University in St. Louis September 2009 - Present
Also-Known-As, Inc. 1996 - Present
Evan B. Donaldson Adoption Institute July 2004 - June 2009
JP Morgan January 1996 - September 2001
John Wiley & Sons 1994 - 1996
Skills
Psychology, Nonprofits, Grant Writing, Non-profits, Program Development, Program Evaluation, Social Services, Teaching
Education
Yale University 2003 — 2004
Post-MSW Clinical Fellowship, Child Study Center
Columbia University in the City of New York 2001 — 2003
Masters, Social Work
Mount Holyoke College 1990 — 1994
Bachelors of art, American Studies
lisa shin's J.P. Morgan Experience August 2001 - April 2011
Job Executive Director at JP Morgan
Industry Financial Services
Experience
Wing Wings Lower Haight June 2011 - Present
JP Morgan August 2001 - April 2011
Charles Schwab July 1998 - July 2001
U.S. Senate June 1997 - August 1997
Skills
Asset Management, Banking, Capital Markets, Credit, Financial Services, Fixed Income, Investments, Portfolio Management, Securities, Structured Finance, Structured Products, Investment Banking, Hedge Funds, Derivatives, CRM
Education
Cornell University 1994 — 1998
Wing Wings Lower Haight June 2011 - Present
JP Morgan August 2001 - April 2011
Charles Schwab July 1998 - July 2001
U.S. Senate June 1997 - August 1997
Skills
Asset Management, Banking, Capital Markets, Credit, Financial Services, Fixed Income, Investments, Portfolio Management, Securities, Structured Finance, Structured Products, Investment Banking, Hedge Funds, Derivatives, CRM
Education
Cornell University 1994 — 1998
Deborah Berland Kaster's J.P. Morgan Experience August 1994 - July 1996
Job Independent Medical Devices Professional
Industry Medical Devices
Experience
DBK Consulting January 2008 - Present
Kyphon Inc. July 2003 - 2008
Piper Jaffray August 1998 - April 2003
Cordis Corporation June 1997 - August 1997
Coopers & Lybrand 1997 - 1997
JP Morgan August 1994 - July 1996
PricewaterhouseCoopers 1992 - 1994
Skills
Medical Devices, Strategy, Start-ups, Biotechnology, Business Development, Mergers, Business Strategy, Commercialization, Market Development, Product Management, Product Launch
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance & Strategy
Cornell University 1988 — 1992
The Loomis Chaffee School 1984 — 1988
DBK Consulting January 2008 - Present
Kyphon Inc. July 2003 - 2008
Piper Jaffray August 1998 - April 2003
Cordis Corporation June 1997 - August 1997
Coopers & Lybrand 1997 - 1997
JP Morgan August 1994 - July 1996
PricewaterhouseCoopers 1992 - 1994
Skills
Medical Devices, Strategy, Start-ups, Biotechnology, Business Development, Mergers, Business Strategy, Commercialization, Market Development, Product Management, Product Launch
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance & Strategy
Cornell University 1988 — 1992
The Loomis Chaffee School 1984 — 1988
Christine Larsen's J.P. Morgan Experience 2006 - April 2011
Job at
Industry Banking
Experience
First Data Corporation June 2013 - Present
JPMorgan Chase January 2012 - May 2013
JP Morgan 2006 - April 2011
JPMorgan Chase 2011 - 2011
Citi Group February 1994 - April 2006
Andersen Consulting October 1984 - February 1994
Goldman Sachs 1990 - 1993
Skills
Securities, Process Improvement, Operational Excellence, Financial Services, Mortgage Lending, Risk Management, Investments, Management, Capital Markets, Leadership, Derivatives, Fixed Income, Financial Risk, Banking, Strategic Planning, Program Management, Portfolio Management, Strategy, Vendor Management, Equities
Education
Syracuse University 1983 — 1984
Master's degree, Information Management
Cornell College 1979 — 1983
B.A., English
First Data Corporation June 2013 - Present
JPMorgan Chase January 2012 - May 2013
JP Morgan 2006 - April 2011
JPMorgan Chase 2011 - 2011
Citi Group February 1994 - April 2006
Andersen Consulting October 1984 - February 1994
Goldman Sachs 1990 - 1993
Skills
Securities, Process Improvement, Operational Excellence, Financial Services, Mortgage Lending, Risk Management, Investments, Management, Capital Markets, Leadership, Derivatives, Fixed Income, Financial Risk, Banking, Strategic Planning, Program Management, Portfolio Management, Strategy, Vendor Management, Equities
Education
Syracuse University 1983 — 1984
Master's degree, Information Management
Cornell College 1979 — 1983
B.A., English
Paul Mallon's J.P. Morgan Experience 1985 - 1994
Job Director of Finance, French American International School
Industry Education Management
Experience
French American International School June 2013 - Present
ECONorthwest 2010 - 2013
NPA 2005 - 2009
Unsigned Music Network 2004 - 2004
Zeitgeist Films 1999 - 2003
Fox Filmed Entertainment 1996 - 1999
JP Morgan 1985 - 1994
Skills
Research, Digital Media, Strategic Planning, Video, Business Strategy, Film
Education
Columbia University in the City of New York
BA
University of California, Los Angeles
MFA
French American International School June 2013 - Present
ECONorthwest 2010 - 2013
NPA 2005 - 2009
Unsigned Music Network 2004 - 2004
Zeitgeist Films 1999 - 2003
Fox Filmed Entertainment 1996 - 1999
JP Morgan 1985 - 1994
Skills
Research, Digital Media, Strategic Planning, Video, Business Strategy, Film
Education
Columbia University in the City of New York
BA
University of California, Los Angeles
MFA
Jennifer Fallas Hayes's J.P. Morgan Experience 2005 - 2006
Job Program Director
Industry Research
Experience
National Cancer Institute April 2010 - Present
Department of Defense Congressionally Directed Medical Research Programs November 2008 - April 2010
Department of Defense Congressionally Directed Medical Research Programs November 2006 - April 2010
JP Morgan 2005 - 2006
Memorial Sloan-Kettering Cancer Center 1999 - 2005
Goldman Sachs 1997 - 1999
Skills
Program Evaluation, Program Management, Proposal Writing, Clinical Research, Research, Grants, Clinical Trials, Cell Biology, Policy, Molecular Biology, Science, Lifesciences, Community Outreach, Cancer, Leadership, Budgets, Government, Financial Analysis, Editing, Oncology, Recruiting, Training, Management, Team Leadership, Life Sciences
Education
Cornell University 1999 — 2005
Ph.D., Cell Biology, Genetics, Immunology
Rutgers University-New Brunswick 1990 — 1994
B.A., Biological Sciences
National Cancer Institute April 2010 - Present
Department of Defense Congressionally Directed Medical Research Programs November 2008 - April 2010
Department of Defense Congressionally Directed Medical Research Programs November 2006 - April 2010
JP Morgan 2005 - 2006
Memorial Sloan-Kettering Cancer Center 1999 - 2005
Goldman Sachs 1997 - 1999
Skills
Program Evaluation, Program Management, Proposal Writing, Clinical Research, Research, Grants, Clinical Trials, Cell Biology, Policy, Molecular Biology, Science, Lifesciences, Community Outreach, Cancer, Leadership, Budgets, Government, Financial Analysis, Editing, Oncology, Recruiting, Training, Management, Team Leadership, Life Sciences
Education
Cornell University 1999 — 2005
Ph.D., Cell Biology, Genetics, Immunology
Rutgers University-New Brunswick 1990 — 1994
B.A., Biological Sciences
Stacey B. Zeltner's J.P. Morgan Experience 1996 - 1998
Job Executive Director of Human Resources
Industry Human Resources
Experience
Monroe College 2014 - Present
New York Life Insurance Company 2012 - 2013
New York Life Insurance Company 2010 - 2012
New York Life Insurance Company 2009 - 2010
JPMorgan Chase 2008 - 2009
Bear, Stearns & Co. Inc. 2007 - 2008
Citigroup Asset Management 2003 - 2006
Citigroup Asset Management 2000 - 2004
Alliance Capital Management 1998 - 1999
JP Morgan 1996 - 1998
Skills
Talent Management, Talent Acquisition, Organizational..., Performance Management, Employee Relations, Project Management, Talent Development, Restructuring and..., Policy and Procedure, Organizational..., Strategy, Change Management, Coaching, Career Management, Training, Leadership, Management, Personnel Management, Human Resources, Recruiting
Education
Cornell University
B.S., Human Development
Teachers College of Columbia University
M.A., Organizational Psychology
Monroe College 2014 - Present
New York Life Insurance Company 2012 - 2013
New York Life Insurance Company 2010 - 2012
New York Life Insurance Company 2009 - 2010
JPMorgan Chase 2008 - 2009
Bear, Stearns & Co. Inc. 2007 - 2008
Citigroup Asset Management 2003 - 2006
Citigroup Asset Management 2000 - 2004
Alliance Capital Management 1998 - 1999
JP Morgan 1996 - 1998
Skills
Talent Management, Talent Acquisition, Organizational..., Performance Management, Employee Relations, Project Management, Talent Development, Restructuring and..., Policy and Procedure, Organizational..., Strategy, Change Management, Coaching, Career Management, Training, Leadership, Management, Personnel Management, Human Resources, Recruiting
Education
Cornell University
B.S., Human Development
Teachers College of Columbia University
M.A., Organizational Psychology
Changhong He's J.P. Morgan Experience 2004 - Present
Job ED at J.P.Morgan
Industry Financial Services
Experience
JP Morgan 2004 - Present
Skills
Derivatives, Financial Modeling, Fixed Income, Quantitative Finance, Bloomberg, Equity Derivatives, Investment Management, Project Management
Education
Cornell University 1998 — 2004
Ph.D, Applied Mathematics
The Hong Kong University of Science and Technology 1996 — 1998
MPhil, Applied Mathematics
Tsinghua University 1991 — 1995
BS, Applied Mathematics
JP Morgan 2004 - Present
Skills
Derivatives, Financial Modeling, Fixed Income, Quantitative Finance, Bloomberg, Equity Derivatives, Investment Management, Project Management
Education
Cornell University 1998 — 2004
Ph.D, Applied Mathematics
The Hong Kong University of Science and Technology 1996 — 1998
MPhil, Applied Mathematics
Tsinghua University 1991 — 1995
BS, Applied Mathematics
chip levengood's J.P. Morgan Experience 1982 - 2000
Job At large Member of the Board of Directors at Philadelphia Area Peace Corps Asscoaition
Industry Management Consulting
Experience
Philadelphia Area Peace Corps Asscoaition December 2014 - Present
YALE CLUB OF SPAIN April 2011 - Present
PROBIS, SA January 2011 - Present
Relief International July 2009 - Present
OXBOW ASSOCIATES January 2008 - Present
Operation BRAVO Foundation 2006 - Present
Overseas Vote Foundation 1995 - Present
EnterpriseWorks/VITA 2005 - 2009
JP Morgan 1982 - 2000
J.P. Morgan 1982 - 2000
Skills
Strategic Planning, Government, Start-ups, Program Management, Entrepreneurship, Business Strategy, Public Relations, Management Consulting, Fundraising, Public Speaking, Policy Analysis, Proposal Writing, Politics, Research, Policy, Strategy, Management, Analysis, Leadership, Nonprofits, Spanish, Leadership Development, Contract Negotiation
Education
Columbia University in the City of New York 1966 — 1968
MBA, Finance
Yale University 1960 — 1964
BA, Political Philosophy
Philadelphia Area Peace Corps Asscoaition December 2014 - Present
YALE CLUB OF SPAIN April 2011 - Present
PROBIS, SA January 2011 - Present
Relief International July 2009 - Present
OXBOW ASSOCIATES January 2008 - Present
Operation BRAVO Foundation 2006 - Present
Overseas Vote Foundation 1995 - Present
EnterpriseWorks/VITA 2005 - 2009
JP Morgan 1982 - 2000
J.P. Morgan 1982 - 2000
Skills
Strategic Planning, Government, Start-ups, Program Management, Entrepreneurship, Business Strategy, Public Relations, Management Consulting, Fundraising, Public Speaking, Policy Analysis, Proposal Writing, Politics, Research, Policy, Strategy, Management, Analysis, Leadership, Nonprofits, Spanish, Leadership Development, Contract Negotiation
Education
Columbia University in the City of New York 1966 — 1968
MBA, Finance
Yale University 1960 — 1964
BA, Political Philosophy
Lloyd Altman's J.P. Morgan Experience 1996 - 1999
Job Partner, Global Head, Validate.Trade at Risk Focus
Industry Financial Services
Experience
Risk Focus February 2015 - Present
Manhattan Symphonie July 2011 - Present
Capgemini Consulting March 2014 - February 2015
Sentillian August 2013 - February 2014
Accenture July 2006 - August 2013
Accenture - Capital Markets Solutions Group January 1999 - August 2013
Random Walk Computing 1999 - 2006
JP Morgan 1996 - 1999
JP Morgan Investment Management 1996 - 1999
Lehman Brothers 1991 - 1996
Skills
Trading Systems, IT Strategy, PMO, Business Analysis, Capital Markets, Equities, Fixed Income, Derivatives, FX trading, Application Architecture
Education
Columbia University in the City of New York 1984 — 1986
MS, Computer Science
Eastman School of Music 1973 — 1979
BM, MA, Music Theory
James Madison High School, Brooklyn 1970 — 1973
Risk Focus February 2015 - Present
Manhattan Symphonie July 2011 - Present
Capgemini Consulting March 2014 - February 2015
Sentillian August 2013 - February 2014
Accenture July 2006 - August 2013
Accenture - Capital Markets Solutions Group January 1999 - August 2013
Random Walk Computing 1999 - 2006
JP Morgan 1996 - 1999
JP Morgan Investment Management 1996 - 1999
Lehman Brothers 1991 - 1996
Skills
Trading Systems, IT Strategy, PMO, Business Analysis, Capital Markets, Equities, Fixed Income, Derivatives, FX trading, Application Architecture
Education
Columbia University in the City of New York 1984 — 1986
MS, Computer Science
Eastman School of Music 1973 — 1979
BM, MA, Music Theory
James Madison High School, Brooklyn 1970 — 1973
Gerry Lillis's J.P. Morgan Experience July 1999 - February 2002
Job Director, Relationship Management, Russell Investments
Industry Investment Management
Experience
Russell Investments September 2004 - Present
Russell Investments February 2005 - Present
J.P. Morgan July 1999 - February 2002
JP Morgan 1987 - 1999
J.P. Morgan February 1980 - July 1987
Skills
Alternative Investments, Relationship Management, Asset Managment, Investments, Asset Allocation, Investment Policy..., Wealth Management, Risk Management, Due Diligence, Portfolio Management, Derivatives, Pensions, Investment Strategies, Asset Management, Mutual Funds, Investor Relations, Fixed Income, Equities, Investment Management, Hedge Funds, ETFs, Series 63, Institutional..., Series 7, Fund Of Funds
Education
New York University, Stern School of Business 1981 — 1985
Graduate School of Business
Cornell University 1974 — 1978
Bachelor's Degree, Economics & Governmant
Chaminade High School, Mineola, NY 1970 — 1974
High School
Russell Investments September 2004 - Present
Russell Investments February 2005 - Present
J.P. Morgan July 1999 - February 2002
JP Morgan 1987 - 1999
J.P. Morgan February 1980 - July 1987
Skills
Alternative Investments, Relationship Management, Asset Managment, Investments, Asset Allocation, Investment Policy..., Wealth Management, Risk Management, Due Diligence, Portfolio Management, Derivatives, Pensions, Investment Strategies, Asset Management, Mutual Funds, Investor Relations, Fixed Income, Equities, Investment Management, Hedge Funds, ETFs, Series 63, Institutional..., Series 7, Fund Of Funds
Education
New York University, Stern School of Business 1981 — 1985
Graduate School of Business
Cornell University 1974 — 1978
Bachelor's Degree, Economics & Governmant
Chaminade High School, Mineola, NY 1970 — 1974
High School
Michael Bushoy, CFA's J.P. Morgan Experience June 2009 - June 2015
Job Finance Professional
Industry Financial Services
Experience
JP Morgan June 2009 - June 2015
JP Morgan July 2007 - June 2009
Skills
Risk Management, Investments, Series 7, Financial Analysis, Securities, Equities, Valuation, Financial Modeling, Series 63, Fixed Income, Capital Markets, Investment Banking
Education
Cornell University 2004 — 2007
BS, Industrial and Labor Relations, Economics
JP Morgan June 2009 - June 2015
JP Morgan July 2007 - June 2009
Skills
Risk Management, Investments, Series 7, Financial Analysis, Securities, Equities, Valuation, Financial Modeling, Series 63, Fixed Income, Capital Markets, Investment Banking
Education
Cornell University 2004 — 2007
BS, Industrial and Labor Relations, Economics
Elliot Quint's J.P. Morgan Experience 2010 - 2011
Job Creative executive and trader
Industry Oil & Energy
Experience
JP Morgan 2010 - 2011
Galveston Bay Biodiesel 2009 - 2009
Global Partners LP 1997 - 2008
Global Petroleum Corp 1989 - 1996
Astroline Corporation 1983 - 1989
Skills
Energy, Private Equity, Trading, Corporate Finance, Options, Strategic Planning, Hedging, Petroleum, Business Strategy, New Business Development, Investments, Commodity Markets, Commodity, Risk Management, Financial Modeling, Renewable Energy, Mergers, Financial Analysis, Mergers & Acquisitions, Finance, Valuation, Alternative Energy, Due Diligence, Swaps, Biofuels, Project Finance, Cleantech, Corporate Development, Financial Structuring, Energy Markets
Education
Columbia University in the City of New York 1979 — 1983
BA, Economics
JP Morgan 2010 - 2011
Galveston Bay Biodiesel 2009 - 2009
Global Partners LP 1997 - 2008
Global Petroleum Corp 1989 - 1996
Astroline Corporation 1983 - 1989
Skills
Energy, Private Equity, Trading, Corporate Finance, Options, Strategic Planning, Hedging, Petroleum, Business Strategy, New Business Development, Investments, Commodity Markets, Commodity, Risk Management, Financial Modeling, Renewable Energy, Mergers, Financial Analysis, Mergers & Acquisitions, Finance, Valuation, Alternative Energy, Due Diligence, Swaps, Biofuels, Project Finance, Cleantech, Corporate Development, Financial Structuring, Energy Markets
Education
Columbia University in the City of New York 1979 — 1983
BA, Economics
Jason Boera's J.P. Morgan Experience October 2008 - Present
Job Director at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
JP Morgan October 2008 - Present
Bank of America October 2006 - October 2008
Citigroup 2005 - 2006
GE Capital 2004 - 2005
American Express 1999 - 2004
Skills
Portfolio Management, Loans, Credit Cards, Treasury Management, Cards, Liquidity Management, Global Payment Flows, Payments, Risk Management, Capital Markets, Investment Banking, Banking, Fixed Income, Credit Risk, Financial Modeling, Private Equity
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance, General
Cornell University 1991 — 1995
Bachelor of Science (BS), Finance
Bank of America June 2013 - Present
JP Morgan October 2008 - Present
Bank of America October 2006 - October 2008
Citigroup 2005 - 2006
GE Capital 2004 - 2005
American Express 1999 - 2004
Skills
Portfolio Management, Loans, Credit Cards, Treasury Management, Cards, Liquidity Management, Global Payment Flows, Payments, Risk Management, Capital Markets, Investment Banking, Banking, Fixed Income, Credit Risk, Financial Modeling, Private Equity
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance, General
Cornell University 1991 — 1995
Bachelor of Science (BS), Finance
Irene Anderson's J.P. Morgan Experience September 1978 - August 1986
Job Senior Regional Leader at Primerica
Industry Financial Services
Experience
Primerica January 2004 - Present
Meridian Resources June 1990 - April 1997
JP Morgan September 1978 - August 1986
Education
Cornell University 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government, East Asian Studies
ASIJ
Primerica January 2004 - Present
Meridian Resources June 1990 - April 1997
JP Morgan September 1978 - August 1986
Education
Cornell University 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Government, East Asian Studies
ASIJ
Gregg Krieger's J.P. Morgan Experience October 1982 - January 1998
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 1998 - Present
JP Morgan October 1982 - January 1998
Ernst & Young 1977 - 1983
Skills
Simply Accounting, Business Planning, Financial Modeling, Financial Analysis, Emerging Markets, M&A experience, Financial Services, Finance
Education
The University of Chicago 1976 — 1977
mba, Accounting, Finance
Cornell University 1972 — 1976
BS, Industrial & Labor Relations
Credit Suisse October 1998 - Present
JP Morgan October 1982 - January 1998
Ernst & Young 1977 - 1983
Skills
Simply Accounting, Business Planning, Financial Modeling, Financial Analysis, Emerging Markets, M&A experience, Financial Services, Finance
Education
The University of Chicago 1976 — 1977
mba, Accounting, Finance
Cornell University 1972 — 1976
BS, Industrial & Labor Relations
Stephen Lee, Ph.D., CIMA's J.P. Morgan Experience 1999 - 2000
Job Regional Vice President, Investment Consultant, at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US March 2006 - Present
Independent Hedge Fund Sales and Marketing Consultant 2004 - 2005
Citigroup Alternative Investments June 2002 - December 2003
KPG Investments LLC August 2000 - June 2002
JP Morgan 1999 - 2000
Deutsche Bank 1998 - 1999
Skills
Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Hedge Funds, Investment Advisory, Asset Management, Investment Banking, Investments, ETFs, Series 63, Fixed Income, Portfolio Management, Separately Managed..., High Net Worth..., Uniform Combined State..., Institutional Sales, Mutual Funds, Investment Management, Investment Strategies, Securities, Series 65, FINRA, Wealth Management..., Series 24, 401k, Equities, Retirement Planning, Bonds, Series 6, Retirement, Institutional..., Financial Advisory, Wealth, Estate Planning, Series 7, Relationship Management
Education
Columbia University in the City of New York 1988 — 1997
PhD, Modern European History
Stony Brook University 1978 — 1984
MA, History
Stony Brook University 1978 — 1982
Bachelor of Arts (BA), History
Columbia Threadneedle Investments, US March 2006 - Present
Independent Hedge Fund Sales and Marketing Consultant 2004 - 2005
Citigroup Alternative Investments June 2002 - December 2003
KPG Investments LLC August 2000 - June 2002
JP Morgan 1999 - 2000
Deutsche Bank 1998 - 1999
Skills
Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Hedge Funds, Investment Advisory, Asset Management, Investment Banking, Investments, ETFs, Series 63, Fixed Income, Portfolio Management, Separately Managed..., High Net Worth..., Uniform Combined State..., Institutional Sales, Mutual Funds, Investment Management, Investment Strategies, Securities, Series 65, FINRA, Wealth Management..., Series 24, 401k, Equities, Retirement Planning, Bonds, Series 6, Retirement, Institutional..., Financial Advisory, Wealth, Estate Planning, Series 7, Relationship Management
Education
Columbia University in the City of New York 1988 — 1997
PhD, Modern European History
Stony Brook University 1978 — 1984
MA, History
Stony Brook University 1978 — 1982
Bachelor of Arts (BA), History
Mariana Bernunzo Connolly, CFA, CFP's J.P. Morgan Experience 1999 - 2001
Job Managing Director at JP Morgan
Industry Investment Management
Experience
JP Morgan Asset Management 2004 - Present
The Bank of New York 2001 - 2004
JP Morgan 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Columbia University in the City of New York 1980 — 1984
St. Francis Preparatory High School
JP Morgan Asset Management 2004 - Present
The Bank of New York 2001 - 2004
JP Morgan 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Columbia University in the City of New York 1980 — 1984
St. Francis Preparatory High School
Thomas Dackow's J.P. Morgan Experience 1968 - 1978
Job an Independent Early Stage Investor
Industry Venture Capital & Private Equity
Experience
Early Stage Investor 2007 - Present
Fiserv - Interactive Technologies 2005 - 2007
Interactive Technologies 1994 - 2007
QSR Corp 1980 - 1993
Marine Midland Bank (HSBC US) 1977 - 1980
JP Morgan 1968 - 1978
Education
Columbia University in the City of New York 1972 — 1992
BA, MA, PhD Candidate, Philosophy
Early Stage Investor 2007 - Present
Fiserv - Interactive Technologies 2005 - 2007
Interactive Technologies 1994 - 2007
QSR Corp 1980 - 1993
Marine Midland Bank (HSBC US) 1977 - 1980
JP Morgan 1968 - 1978
Education
Columbia University in the City of New York 1972 — 1992
BA, MA, PhD Candidate, Philosophy
Joe Rosato's J.P. Morgan Experience September 2008 - December 2014
Job Tolis Advisors, LP
Industry Financial Services
Experience
Tolis Advisors, LP January 2015 - Present
JP Morgan September 2008 - December 2014
Bear Stearns July 2003 - September 2008
Education
Cornell University 1999 — 2003
Tolis Advisors, LP January 2015 - Present
JP Morgan September 2008 - December 2014
Bear Stearns July 2003 - September 2008
Education
Cornell University 1999 — 2003
Joe Moskowitz's J.P. Morgan Experience 2005 - 2008
Job Computer Software Professional
Industry Financial Services
Experience
Bank of America 2010 - Present
Pershing, LLC, Bank of New York Mellon 2009 - 2010
JP Morgan Chase August 2005 - March 2008
JP Morgan 2005 - 2008
JPMorgan 2005 - 2008
JPMorgan Chase 2005 - 2008
Barclays Capital June 2004 - August 2005
Merrill Lynch February 1993 - June 2004
Salomon Brothers May 1987 - February 1993
First Boston May 1983 - May 1987
Education
Columbia University in the City of New York 1977 — 1982
ABD, Physics
University of Rochester 1973 — 1977
BS, Physics
Bank of America 2010 - Present
Pershing, LLC, Bank of New York Mellon 2009 - 2010
JP Morgan Chase August 2005 - March 2008
JP Morgan 2005 - 2008
JPMorgan 2005 - 2008
JPMorgan Chase 2005 - 2008
Barclays Capital June 2004 - August 2005
Merrill Lynch February 1993 - June 2004
Salomon Brothers May 1987 - February 1993
First Boston May 1983 - May 1987
Education
Columbia University in the City of New York 1977 — 1982
ABD, Physics
University of Rochester 1973 — 1977
BS, Physics
Sharat Kotikalpudi's J.P. Morgan Experience May 2008 - December 2008
Job Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein August 2013 - Present
AllianceBernstein June 2010 - July 2013
JP Morgan May 2008 - December 2008
Skills
Fixed Income
Education
Columbia University in the City of New York 2009 — 2010
MA, Financial Mathematics
Indian Institute of Management, Calcutta 2006 — 2008
PGDM (MBA)
AllianceBernstein August 2013 - Present
AllianceBernstein June 2010 - July 2013
JP Morgan May 2008 - December 2008
Skills
Fixed Income
Education
Columbia University in the City of New York 2009 — 2010
MA, Financial Mathematics
Indian Institute of Management, Calcutta 2006 — 2008
PGDM (MBA)
Ying Cao's J.P. Morgan Experience June 2008 - August 2008
Job Quantitative Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas January 2014 - Present
BNP Paribas February 2009 - Present
JP Morgan June 2008 - August 2008
Education
Cornell University 2007 — 2009
Master, Financial Engineering
Shanghai Jiao Tong University 2003 — 2007
BS, Electronic Engineering
BNP Paribas January 2014 - Present
BNP Paribas February 2009 - Present
JP Morgan June 2008 - August 2008
Education
Cornell University 2007 — 2009
Master, Financial Engineering
Shanghai Jiao Tong University 2003 — 2007
BS, Electronic Engineering
Jean-Francois Cote's J.P. Morgan Experience October 2004 - September 2008
Job Manager, Corporate Treasury: Financing, Debt and Financial Risk Management at Hydro Québec
Industry Capital Markets
Experience
Hydro Québec September 2008 - Present
JP Morgan October 2004 - September 2008
Fimat February 2001 - October 2004
National Bank Financial 1998 - 1999
Bourse de Montreal 1996 - 1999
Skills
Derivatives, Fixed Income, Capital Markets, Financial Markets, Equities, Options, Trading, Hedge Funds, Portfolio Management, Bonds
Education
Concordia University 1993 — 1996
Bachelor of Commerce, Finance
College Beaubois
College Beaubois
Hydro Québec September 2008 - Present
JP Morgan October 2004 - September 2008
Fimat February 2001 - October 2004
National Bank Financial 1998 - 1999
Bourse de Montreal 1996 - 1999
Skills
Derivatives, Fixed Income, Capital Markets, Financial Markets, Equities, Options, Trading, Hedge Funds, Portfolio Management, Bonds
Education
Concordia University 1993 — 1996
Bachelor of Commerce, Finance
College Beaubois
College Beaubois
Louis Nees's J.P. Morgan Experience June 2008 - Present
Job MD at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns March 1997 - May 2008
Education
Cornell University 1979 — 1983
JP Morgan June 2008 - Present
Bear Stearns March 1997 - May 2008
Education
Cornell University 1979 — 1983
Jessica Stankus's J.P. Morgan Experience January 1998 - December 2001
Job AML/KYC Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
JPMorgan Chase March 2012 - July 2013
JP Morgan Chase November 2009 - March 2012
JPMorgan Chase June 2008 - October 2009
JPMorgan Chase June 2007 - June 2008
JPMorgan Chase January 2002 - June 2007
JP Morgan January 1998 - December 2001
Education
Columbus State Community College
Accounting Certificate, Accounting
University of New Hampshire
BA, Classics
JPMorgan Chase July 2013 - Present
JPMorgan Chase March 2012 - July 2013
JP Morgan Chase November 2009 - March 2012
JPMorgan Chase June 2008 - October 2009
JPMorgan Chase June 2007 - June 2008
JPMorgan Chase January 2002 - June 2007
JP Morgan January 1998 - December 2001
Education
Columbus State Community College
Accounting Certificate, Accounting
University of New Hampshire
BA, Classics
Steve Aaron's J.P. Morgan Experience February 2001 - June 2003
Job Managing Director, Chief Compliance Officer at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 1993 - Present
JP Morgan February 2001 - June 2003
Hambrecht & Quist LLC August 1993 - June 2003
NASD 1987 - 1993
Education
Concord Law School - Kaplan University 2005 — 2010
JD, Law
University of San Francisco 1987 — 1989
MBA, Business
University of Oregon 1980 — 1984
Wells Fargo Securities August 1993 - Present
JP Morgan February 2001 - June 2003
Hambrecht & Quist LLC August 1993 - June 2003
NASD 1987 - 1993
Education
Concord Law School - Kaplan University 2005 — 2010
JD, Law
University of San Francisco 1987 — 1989
MBA, Business
University of Oregon 1980 — 1984
Leonard Palmer's J.P. Morgan Experience June 2008 - March 2011
Job Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2010 - Present
JP Morgan June 2008 - March 2011
Education
Cornell University
BS, Business Management
Cornell University
RBC Wealth Management June 2010 - Present
JP Morgan June 2008 - March 2011
Education
Cornell University
BS, Business Management
Cornell University
Jaimee Alfieri's J.P. Morgan Experience August 1997 - June 1998
Job Human Resources Manager at Lord, Abbett & Co. LLC
Industry Human Resources
Experience
Lord, Abbett & Co. LLC September 2015 - Present
Lord Abbett March 1999 - Present
AIG July 1998 - January 1999
JP Morgan August 1997 - June 1998
Waldorf Astoria Hotel 1997 - 1997
Education
Columbia University in the City of New York 1995 — 1997
MA, Organizational Psychology
Saint John's University 1990 — 1994
BA, Psychology
Lord, Abbett & Co. LLC September 2015 - Present
Lord Abbett March 1999 - Present
AIG July 1998 - January 1999
JP Morgan August 1997 - June 1998
Waldorf Astoria Hotel 1997 - 1997
Education
Columbia University in the City of New York 1995 — 1997
MA, Organizational Psychology
Saint John's University 1990 — 1994
BA, Psychology
Takis Georgakopoulos's J.P. Morgan Experience 2007 - Present
Job Managing Director at JP Morgan
Industry Banking
Experience
JP Morgan 2007 - Present
McKinsey & Company 2000 - 2007
Education
Columbia University in the City of New York 1998 — 2000
MA, Mathematics of Finance
National Technical University of Athens 1994 — 1998
Ph.D., Economics
JP Morgan 2007 - Present
McKinsey & Company 2000 - 2007
Education
Columbia University in the City of New York 1998 — 2000
MA, Mathematics of Finance
National Technical University of Athens 1994 — 1998
Ph.D., Economics
Margot Yopes's J.P. Morgan Experience June 2007 - July 2007
Job M.D. Candidate, Class of 2019
Industry Medical Practice
Experience
Bain & Company 2011 - July 2012
Bain & Company August 2010 - July 2011
J.P.Morgan July 2008 - June 2010
JP Morgan June 2007 - July 2007
Another Planet Entertainment June 2006 - September 2006
Skills
Growth Strategies, Market Entry, Business Strategy, Valuation, Financial Modeling, Analysis
Education
Columbia University College of Physicians and Surgeons 2015 — 2019
Doctor of Medicine (M.D.)
Columbia University in the City of New York 2013 — 2015
Premedical Studies
University of Chicago 2004 — 2008
BA, Economics
Bain & Company 2011 - July 2012
Bain & Company August 2010 - July 2011
J.P.Morgan July 2008 - June 2010
JP Morgan June 2007 - July 2007
Another Planet Entertainment June 2006 - September 2006
Skills
Growth Strategies, Market Entry, Business Strategy, Valuation, Financial Modeling, Analysis
Education
Columbia University College of Physicians and Surgeons 2015 — 2019
Doctor of Medicine (M.D.)
Columbia University in the City of New York 2013 — 2015
Premedical Studies
University of Chicago 2004 — 2008
BA, Economics
Laura Maggos Finch's J.P. Morgan Experience 1996 - 1998
Job PR/Corporate Communications Specialist
Industry Public Relations and Communications
Experience
Credit Suisse First Boston 1998 - 2000
JP Morgan 1996 - 1998
Salomon Brothers 1989 - 1996
Education
Columbia University in the City of New York
BA, Political Science
Credit Suisse First Boston 1998 - 2000
JP Morgan 1996 - 1998
Salomon Brothers 1989 - 1996
Education
Columbia University in the City of New York
BA, Political Science
Ali Mahmoudoff's J.P. Morgan Experience May 2007 - April 2013
Job Global Macro Strategist at Rimrock Capital Management
Industry Investment Banking
Experience
Rimrock Capital Management April 2013 - Present
JP Morgan May 2007 - April 2013
Goldman Sachs August 2005 - May 2007
Skills
Derivatives, Emerging Markets, Fixed Income, Trading Systems, Matlab, Quantitative Finance, Equity Derivatives, Quantitative Analytics, Hedge Funds, Risk Management, Credit Derivatives, Equities, Interest Rate..., Options
Education
Cornell University 2001 — 2005
Ph.D., Systems Engineering
The Johns Hopkins University 2000 — 2001
MS, Systems Engineering
Sharif University of Technology 1994 — 1999
B.Sc., Engineering
Rimrock Capital Management April 2013 - Present
JP Morgan May 2007 - April 2013
Goldman Sachs August 2005 - May 2007
Skills
Derivatives, Emerging Markets, Fixed Income, Trading Systems, Matlab, Quantitative Finance, Equity Derivatives, Quantitative Analytics, Hedge Funds, Risk Management, Credit Derivatives, Equities, Interest Rate..., Options
Education
Cornell University 2001 — 2005
Ph.D., Systems Engineering
The Johns Hopkins University 2000 — 2001
MS, Systems Engineering
Sharif University of Technology 1994 — 1999
B.Sc., Engineering
Tonya Alford Kittur's J.P. Morgan Experience 2000 - 2001
Job Contract Specialist at Schering Plough
Industry Pharmaceuticals
Experience
Merck 2009 - Present
Schering Plough 2007 - 2009
Pfizer Pharmaceuticals 2006 - 2007
Health Science Communications 2004 - 2005
Health Science Communications 2004 - 2005
Health Science Communications 2004 - 2005
JP Morgan 2000 - 2001
New York City Department of Health and Mental Hygiene 1998 - 2001
NYC Mayor's Office of Medicaid Managed Care 1996 - 1998
Skills
Biotechnology, Clinical Development, Clinical Trials, FDA, GCP, Negotiation, Oncology, Pharmaceutical Industry, Regulatory Affairs, Life Sciences
Education
Columbia University 1993 — 1996
MPH, Health Policy and Management
University of North Carolina at Chapel Hill 1988 — 1992
BA, Psychology
Merck 2009 - Present
Schering Plough 2007 - 2009
Pfizer Pharmaceuticals 2006 - 2007
Health Science Communications 2004 - 2005
Health Science Communications 2004 - 2005
Health Science Communications 2004 - 2005
JP Morgan 2000 - 2001
New York City Department of Health and Mental Hygiene 1998 - 2001
NYC Mayor's Office of Medicaid Managed Care 1996 - 1998
Skills
Biotechnology, Clinical Development, Clinical Trials, FDA, GCP, Negotiation, Oncology, Pharmaceutical Industry, Regulatory Affairs, Life Sciences
Education
Columbia University 1993 — 1996
MPH, Health Policy and Management
University of North Carolina at Chapel Hill 1988 — 1992
BA, Psychology
Brian Oduor's J.P. Morgan Experience July 2012 - Present
Job Bricoleur & Chief of Stuff
Industry Think Tanks
Experience
J.P. Morgan July 2012 - Present
JP Morgan May 2011 - August 2011
East Africa Energy Finance Initiative May 2010 - August 2010
Barclays Capital September 2006 - October 2008
Seslia & Co June 2006 - August 2006
Crystal Communication January 2001 - December 2001
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Financial Analysis, Private Equity, Derivatives, Equities, Fixed Income, Emerging Markets, Bloomberg, Hedge Funds, Investments, Due Diligence, Corporate Finance, Mergers, Portfolio Management, Options, Economics, Trading, Clean Technology, Mergers & Acquisitions, Commodity, Entrepreneurship
Education
Yale University 2009 — 2012
MBA and Master of Environmental Management, Finance & Clean technology
Connecticut College 2002 — 2006
BA, Mathematics & Computer Science (summa cum laude)
Alliance High School 1997 — 2000
'O' Level, 'O' Level
J.P. Morgan July 2012 - Present
JP Morgan May 2011 - August 2011
East Africa Energy Finance Initiative May 2010 - August 2010
Barclays Capital September 2006 - October 2008
Seslia & Co June 2006 - August 2006
Crystal Communication January 2001 - December 2001
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Financial Analysis, Private Equity, Derivatives, Equities, Fixed Income, Emerging Markets, Bloomberg, Hedge Funds, Investments, Due Diligence, Corporate Finance, Mergers, Portfolio Management, Options, Economics, Trading, Clean Technology, Mergers & Acquisitions, Commodity, Entrepreneurship
Education
Yale University 2009 — 2012
MBA and Master of Environmental Management, Finance & Clean technology
Connecticut College 2002 — 2006
BA, Mathematics & Computer Science (summa cum laude)
Alliance High School 1997 — 2000
'O' Level, 'O' Level
David A. Kelly's J.P. Morgan Experience June 2010 - August 2012
Job Acquisitions Associate at RXR Realty
Industry Banking
Experience
RXR Realty September 2012 - Present
JP Morgan June 2010 - August 2012
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Corporate Finance, Hedge Funds, Economics, Mergers & Acquisitions, Bloomberg, Investment Banking, Real Estate, Microsoft Excel, Derivatives, Business Strategy
Education
Cornell University 2006 — 2010
Bachelor of Science (BS)
RXR Realty September 2012 - Present
JP Morgan June 2010 - August 2012
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Corporate Finance, Hedge Funds, Economics, Mergers & Acquisitions, Bloomberg, Investment Banking, Real Estate, Microsoft Excel, Derivatives, Business Strategy
Education
Cornell University 2006 — 2010
Bachelor of Science (BS)
Marci Ginsberg's J.P. Morgan Experience March 2010 - September 2011
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America September 2011 - Present
Hadassah June 2010 - May 2012
JP Morgan March 2010 - September 2011
UBS Investment Bank April 2009 - March 2010
UBS Investment Bank November 2008 - April 2009
UBS Investment Bank April 2008 - November 2008
UBS Investment Bank August 2007 - April 2008
Commercial Lending Business Unit June 2006 - August 2006
Schneiderman & Friedman, CPAs June 2005 - August 2005
Education
Cornell University 2003 — 2007
Bachelor of Science, Hotel Administration
Bank of America September 2011 - Present
Hadassah June 2010 - May 2012
JP Morgan March 2010 - September 2011
UBS Investment Bank April 2009 - March 2010
UBS Investment Bank November 2008 - April 2009
UBS Investment Bank April 2008 - November 2008
UBS Investment Bank August 2007 - April 2008
Commercial Lending Business Unit June 2006 - August 2006
Schneiderman & Friedman, CPAs June 2005 - August 2005
Education
Cornell University 2003 — 2007
Bachelor of Science, Hotel Administration
Edward Hahn's J.P. Morgan Experience May 2006 - May 2009
Job Cofounder and Chief Product Officer
Industry Internet
Experience
WaHome May 2015 - Present
JP Morgan May 2006 - May 2009
Education
Columbia University in the City of New York 2002 — 2006
Bachelor’s Degree, Industrial Engineering and Operations Research
WaHome May 2015 - Present
JP Morgan May 2006 - May 2009
Education
Columbia University in the City of New York 2002 — 2006
Bachelor’s Degree, Industrial Engineering and Operations Research
Louis Nees's J.P. Morgan Experience June 2008 - December 2008
Job SVP Capital Markets at Walter Investment Managment/Greentree Servicing
Industry Financial Services
Experience
Walter Investment Managment/Greentree Servicing February 2013 - Present
GMAC Mortgage March 2011 - January 2013
Ally Financial Inc. February 2009 - February 2011
JP Morgan June 2008 - December 2008
Bear Stearns March 1997 - June 2008
Lehman Brothers 1983 - 1997
Skills
Capital Markets, Securitization, Fixed Income, Structured Products, Trading, Portfolio Management, ABS, Asset Management, MBS, Hedge Funds, Structured Finance, Management, CDO, Derivatives, Options, Swaps, Hedging, Bloomberg, Credit, Financial Risk, Credit Derivatives, Financial Structuring, Mortgage Lending, Equities
Education
Cornell University 1979 — 1983
BS, Operations Research and Information Engineering
Walter Investment Managment/Greentree Servicing February 2013 - Present
GMAC Mortgage March 2011 - January 2013
Ally Financial Inc. February 2009 - February 2011
JP Morgan June 2008 - December 2008
Bear Stearns March 1997 - June 2008
Lehman Brothers 1983 - 1997
Skills
Capital Markets, Securitization, Fixed Income, Structured Products, Trading, Portfolio Management, ABS, Asset Management, MBS, Hedge Funds, Structured Finance, Management, CDO, Derivatives, Options, Swaps, Hedging, Bloomberg, Credit, Financial Risk, Credit Derivatives, Financial Structuring, Mortgage Lending, Equities
Education
Cornell University 1979 — 1983
BS, Operations Research and Information Engineering
Allison Kahn's J.P. Morgan Experience 1994 - 1996
Job Chief Administrative Officer at Kardol Quality Products
Industry Automotive
Experience
Kardol Quality Products January 2010 - Present
Charles Schwab 2000 - 2006
Schroders September 1998 - April 2000
JP Morgan 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Alternative Investments, Equities
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Kardol Quality Products January 2010 - Present
Charles Schwab 2000 - 2006
Schroders September 1998 - April 2000
JP Morgan 1994 - 1996
Lehman Brothers 1992 - 1994
Skills
Alternative Investments, Equities
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Albert Zue's J.P. Morgan Experience July 2008 - Present
Job Investment Specialist at JP Morgan
Industry Financial Services
Experience
JP Morgan July 2008 - Present
SC Johnson 2007 - 2007
Skills
Financial Modeling, Equities, Valuation, Financial Analysis, Bloomberg, Hedge Funds, Fixed Income, Investments, Capital Markets, Microsoft Excel, Data Analysis, Corporate Finance, Private Equity
Education
Cornell University 2003 — 2008
BS, Applied Economics & Management
SPS
JP Morgan July 2008 - Present
SC Johnson 2007 - 2007
Skills
Financial Modeling, Equities, Valuation, Financial Analysis, Bloomberg, Hedge Funds, Fixed Income, Investments, Capital Markets, Microsoft Excel, Data Analysis, Corporate Finance, Private Equity
Education
Cornell University 2003 — 2008
BS, Applied Economics & Management
SPS
Stephen Cambor's J.P. Morgan Experience August 1996 - March 2000
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley September 2005 - January 2014
Merrill Lynch 2000 - 2005
JP Morgan August 1996 - March 2000
HMS April 1993 - August 1996
Andersen Consulting August 1987 - April 1993
Andersen Consulting/Accenture 1987 - 1993
Accenture (formerly Andersen Consulting) 1987 - 1993
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA
Columbia University in the City of New York 1979 — 1983
BA, Psychology
Morgan Stanley January 2014 - Present
Morgan Stanley September 2005 - January 2014
Merrill Lynch 2000 - 2005
JP Morgan August 1996 - March 2000
HMS April 1993 - August 1996
Andersen Consulting August 1987 - April 1993
Andersen Consulting/Accenture 1987 - 1993
Accenture (formerly Andersen Consulting) 1987 - 1993
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA
Columbia University in the City of New York 1979 — 1983
BA, Psychology
Brian Yeung's J.P. Morgan Experience 2000 - 2003
Job North Point Capital Management
Industry Investment Management
Experience
North Point Capital Management 2014 - Present
P. Schoenfeld Asset Management (PSAM) 2004 - 2013
JP Morgan 2000 - 2003
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Cornell University 1993 — 1994
Master of Engineering (M.Eng.)
University of Wisconsin-Madison 1990 — 1993
Bachelor of Science (B.S.)
North Point Capital Management 2014 - Present
P. Schoenfeld Asset Management (PSAM) 2004 - 2013
JP Morgan 2000 - 2003
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Cornell University 1993 — 1994
Master of Engineering (M.Eng.)
University of Wisconsin-Madison 1990 — 1993
Bachelor of Science (B.S.)
Brett Kelly's J.P. Morgan Experience June 2009 - August 2009
Job Principal Real Estate at KKR
Industry Real Estate
Experience
KKR May 2013 - Present
AREA Property Partners September 2011 - April 2013
Lazard Freres & Co. June 2010 - August 2011
JP Morgan June 2009 - August 2009
Seneca Gaming Corporation June 2008 - August 2008
Education
Cornell University 2006 — 2010
School of Hotel Administration, Undergraduate Minor in Real Estate
KKR May 2013 - Present
AREA Property Partners September 2011 - April 2013
Lazard Freres & Co. June 2010 - August 2011
JP Morgan June 2009 - August 2009
Seneca Gaming Corporation June 2008 - August 2008
Education
Cornell University 2006 — 2010
School of Hotel Administration, Undergraduate Minor in Real Estate
Lynne Tortorelli's J.P. Morgan Experience September 2007 - Present
Job Quality Assurance / Monitoring at JP Morgan
Industry Financial Services
Experience
JP Morgan September 2007 - Present
CUC International January 1990 - January 1997
Education
Community College of Aurora
none, business
JP Morgan September 2007 - Present
CUC International January 1990 - January 1997
Education
Community College of Aurora
none, business
John Rendall's J.P. Morgan Experience 2000 - 2002
Job Director at ScottMadden, Inc.
Industry Management Consulting
Experience
ScottMadden, Inc. October 2011 - Present
ScottMadden, Inc. August 2009 - November 2011
ScottMadden, Inc. January 2008 - August 2009
ScottMadden, Inc. July 2006 - December 2007
Q Investments August 2002 - December 2003
JP Morgan 2000 - 2002
Skills
Business Planning, Organizational Design, Change Management, Project Management, Benchmarking, Management Consulting, Budgeting, Performance Management, Financial Analysis, Budgets, Strategy, Business Strategy, Process Improvement, Management, Leadership, Cross-functional Team..., Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
2006, General Management
Cornell University 1996 — 2000
B.S., Applied Economics and Business Management, Cum Laude
Greensboro Day School 1989 — 1996
Diploma
Greensboro
Greensboro
ScottMadden, Inc. October 2011 - Present
ScottMadden, Inc. August 2009 - November 2011
ScottMadden, Inc. January 2008 - August 2009
ScottMadden, Inc. July 2006 - December 2007
Q Investments August 2002 - December 2003
JP Morgan 2000 - 2002
Skills
Business Planning, Organizational Design, Change Management, Project Management, Benchmarking, Management Consulting, Budgeting, Performance Management, Financial Analysis, Budgets, Strategy, Business Strategy, Process Improvement, Management, Leadership, Cross-functional Team..., Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
2006, General Management
Cornell University 1996 — 2000
B.S., Applied Economics and Business Management, Cum Laude
Greensboro Day School 1989 — 1996
Diploma
Greensboro
Greensboro
Monica Garcia-Torres, FRM's J.P. Morgan Experience 1999 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
UBS Investment Bank 2002 - 2008
Bank of America 2001 - 2002
JP Morgan 1999 - 2001
Scotiabank Inverlat 1992 - 1994
Skills
Structured Products, Risk Management, Capital Markets, Credit, Fixed Income, Derivatives, Financial Risk, Bloomberg, Credit Derivatives, Emerging Markets, Equities, FX Options, Financial Markets, Hedge Funds, Investment Banking, Market Risk, Trading Systems, Options, Trading, Valuation
Education
Instituto Tecnológico Autónomo de México 1987 — 1992
BS, Actuarial Sciences
Columbia University in the City of New York
UBS Investment Bank 2002 - 2008
Bank of America 2001 - 2002
JP Morgan 1999 - 2001
Scotiabank Inverlat 1992 - 1994
Skills
Structured Products, Risk Management, Capital Markets, Credit, Fixed Income, Derivatives, Financial Risk, Bloomberg, Credit Derivatives, Emerging Markets, Equities, FX Options, Financial Markets, Hedge Funds, Investment Banking, Market Risk, Trading Systems, Options, Trading, Valuation
Education
Instituto Tecnológico Autónomo de México 1987 — 1992
BS, Actuarial Sciences
Columbia University in the City of New York
Luke Grymek's J.P. Morgan Experience July 2008 - March 2010
Job Marketing Analyst at Harvard Business Publishing
Industry Financial Services
Experience
Harvard Business Publishing February 2014 - Present
Banco Santander October 2013 - February 2014
Tufts University January 2012 - August 2013
Harpoon Brewery September 2010 - February 2013
TD Ameritrade Institutional March 2010 - September 2010
JP Morgan July 2008 - March 2010
Skills
Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Quantitative Analytics, Matlab, VBA, C++, Python, Statistics, Modern Portfolio Theory, SQL, Tableau
Education
Tufts University
Master of Science (M.S.), Electrical engineering
Columbia University in the City of New York
Bachelor of Science (B.S.), Electrical Engineering
Harvard Business Publishing February 2014 - Present
Banco Santander October 2013 - February 2014
Tufts University January 2012 - August 2013
Harpoon Brewery September 2010 - February 2013
TD Ameritrade Institutional March 2010 - September 2010
JP Morgan July 2008 - March 2010
Skills
Data Analysis, Microsoft Excel, Analysis, Financial Analysis, Quantitative Analytics, Matlab, VBA, C++, Python, Statistics, Modern Portfolio Theory, SQL, Tableau
Education
Tufts University
Master of Science (M.S.), Electrical engineering
Columbia University in the City of New York
Bachelor of Science (B.S.), Electrical Engineering
Brian J. Clancy's J.P. Morgan Experience 2004 - 2004
Job Investment Management/Hedge Fund/CPO
Industry Investment Management
Experience
Bridgewater Associates April 2012 - Present
Morgan Stanley April 2007 - June 2012
Goldman Sachs 2004 - 2007
JP Morgan 2004 - 2004
Capco 2000 - 2004
Skills
Strategic Sourcing, Strategy, Vendor Management, Governance, Program Management, Procurement, Management, Outsourcing, Six Sigma, Financial Services, Business Process..., Sourcing, Risk Management, Professional Services, Enterprise Architecture, Business Process..., Managed Services, Personnel Management, Workday, Cyber-security
Education
Cornell University
Master's
Bridgewater Associates April 2012 - Present
Morgan Stanley April 2007 - June 2012
Goldman Sachs 2004 - 2007
JP Morgan 2004 - 2004
Capco 2000 - 2004
Skills
Strategic Sourcing, Strategy, Vendor Management, Governance, Program Management, Procurement, Management, Outsourcing, Six Sigma, Financial Services, Business Process..., Sourcing, Risk Management, Professional Services, Enterprise Architecture, Business Process..., Managed Services, Personnel Management, Workday, Cyber-security
Education
Cornell University
Master's
Murphy Allan's J.P. Morgan Experience 1985 - 1987
Job EVP at New England Land Company
Industry Real Estate
Experience
New England Land Company Investment Sales BrokerCushman & Wakefield1988 - 1991
JP Morgan 1985 - 1987
Skills
Real Estate Development, Real Estate Transactions, Disposition, Real Estate Economics, Investments, Commercial Real Estate, Buyer Representation, Due Diligence, Asset Managment, Selling, Contract Negotiation, Marketing Strategy, New Business Development, Start-ups, Acquisitions, Negotiation, Strategic Planning, Marketing, Business Strategy
Education
Cornell University 1976 — 1980
Bachelor of Science (B.S.), Business/Managerial Economics
New England Land Company Investment Sales BrokerCushman & Wakefield1988 - 1991
JP Morgan 1985 - 1987
Skills
Real Estate Development, Real Estate Transactions, Disposition, Real Estate Economics, Investments, Commercial Real Estate, Buyer Representation, Due Diligence, Asset Managment, Selling, Contract Negotiation, Marketing Strategy, New Business Development, Start-ups, Acquisitions, Negotiation, Strategic Planning, Marketing, Business Strategy
Education
Cornell University 1976 — 1980
Bachelor of Science (B.S.), Business/Managerial Economics
Gregory Bradler, CFA's J.P. Morgan Experience January 1992 - May 1998
Job Director at Swiss Re
Industry Information Technology and Services
Experience
Swiss Re May 1998 - Present
JP Morgan January 1992 - May 1998
KPMG Peat Marwick 1988 - 1992
Skills
Fixed Income, FX Options, Credit Derivatives, Derivatives, Capital Markets, Market Risk, Trading Systems, Trading, Commodity, Equity Derivatives, Equities, Financial Risk, Interest Rate..., Quantitative Finance, Alternative Investments, Hedging, Hedge Funds, Investment Banking, Securities, Swaps, Options, Databases, Sybase, Commodity Markets, ALM, Middle Office, Programming, ABS, Bonds, Structured Finance, Financial Markets, Bloomberg, Financial Structuring, C++, Java, Perl, VBA, Python, Oracle Database, Toad, Unix, Insurance Linked..., Risk Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance
Cornell University 1983 — 1988
BA, Computer Science
Dumont High School 1979 — 1983
Swiss Re May 1998 - Present
JP Morgan January 1992 - May 1998
KPMG Peat Marwick 1988 - 1992
Skills
Fixed Income, FX Options, Credit Derivatives, Derivatives, Capital Markets, Market Risk, Trading Systems, Trading, Commodity, Equity Derivatives, Equities, Financial Risk, Interest Rate..., Quantitative Finance, Alternative Investments, Hedging, Hedge Funds, Investment Banking, Securities, Swaps, Options, Databases, Sybase, Commodity Markets, ALM, Middle Office, Programming, ABS, Bonds, Structured Finance, Financial Markets, Bloomberg, Financial Structuring, C++, Java, Perl, VBA, Python, Oracle Database, Toad, Unix, Insurance Linked..., Risk Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance
Cornell University 1983 — 1988
BA, Computer Science
Dumont High School 1979 — 1983
Turan Quettawala's J.P. Morgan Experience September 1999 - March 2002
Job Director of Transportation and Aerospace Research
Industry Financial Services
Experience
Scotia Capital August 2002 - Present
JP Morgan September 1999 - March 2002
UBS Investment Bank 1998 - 1999
Skills
Equity Research
Education
Institute of Business Administration 1994 — 1997
MBA, Finance
Columbia University in the City of New York 1992 — 1993
BA
United World College of SE Asia 1990 — 1992
IB
Beaconhouse Public School
Scotia Capital August 2002 - Present
JP Morgan September 1999 - March 2002
UBS Investment Bank 1998 - 1999
Skills
Equity Research
Education
Institute of Business Administration 1994 — 1997
MBA, Finance
Columbia University in the City of New York 1992 — 1993
BA
United World College of SE Asia 1990 — 1992
IB
Beaconhouse Public School
James Gimbel's J.P. Morgan Experience June 2008 - August 2013
Job Bank of America
Industry Banking
Experience
Bank of America September 2013 - Present
JP Morgan June 2008 - August 2013
Bear Stearns June 1997 - June 2008
Skills
Equities, Series 63, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Securities, Capital Markets, Series 7, FINRA, Electronic Trading, Equity Trading, Investment Management, ETFs, Trading Systems, Trading
Education
Connecticut College 1993 — 1997
ba
The University of Edinburgh 1995 — 1996
history
Collegiate 1981 — 1993
Bank of America September 2013 - Present
JP Morgan June 2008 - August 2013
Bear Stearns June 1997 - June 2008
Skills
Equities, Series 63, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Securities, Capital Markets, Series 7, FINRA, Electronic Trading, Equity Trading, Investment Management, ETFs, Trading Systems, Trading
Education
Connecticut College 1993 — 1997
ba
The University of Edinburgh 1995 — 1996
history
Collegiate 1981 — 1993
Beau Taylor's J.P. Morgan Experience May 2005 - July 2007
Job Chief Investment Officer at Taylor Woods Capital
Industry Financial Services
Experience
Taylor Woods Capital December 2010 - Present
Credit Suisse August 2007 - December 2010
JP Morgan May 2005 - July 2007
Morgan Stanley September 1999 - May 2005
Skills
Proprietary Trading, Private Equity
Education
Cornell University
BS, Applied Economics and Business Management
Taylor Woods Capital December 2010 - Present
Credit Suisse August 2007 - December 2010
JP Morgan May 2005 - July 2007
Morgan Stanley September 1999 - May 2005
Skills
Proprietary Trading, Private Equity
Education
Cornell University
BS, Applied Economics and Business Management
Anthony Bonan's J.P. Morgan Experience 2000 - 2001
Job Senior Attorney at Hunton & Williams LLP
Industry Law Practice
Experience
Hunton & Williams LLP June 2015 - Present
Wachtel Missry LLP October 2012 - May 2015
CREMAC Asset Management 2009 - October 2012
Gibson, Dunn & Crutcher LLP 2006 - 2009
Cahill Gordon & Reindel 2005 - 2006
JP Morgan 2000 - 2001
Skills
Legal Research, Commercial Litigation, Corporate Law, Legal Writing, Real Estate
Education
New York University School of Law 2003 — 2005
JD
Georgetown University Law Center 2002 — 2003
JD
Columbia University in the City of New York 1996 — 2000
BA
Allen-Stevenson
Allen-Stevenson
Hunton & Williams LLP June 2015 - Present
Wachtel Missry LLP October 2012 - May 2015
CREMAC Asset Management 2009 - October 2012
Gibson, Dunn & Crutcher LLP 2006 - 2009
Cahill Gordon & Reindel 2005 - 2006
JP Morgan 2000 - 2001
Skills
Legal Research, Commercial Litigation, Corporate Law, Legal Writing, Real Estate
Education
New York University School of Law 2003 — 2005
JD
Georgetown University Law Center 2002 — 2003
JD
Columbia University in the City of New York 1996 — 2000
BA
Allen-Stevenson
Allen-Stevenson
russell Middleton's J.P. Morgan Experience MDHSBC2005 - 2007
Job executive director at jp morgan
Industry Financial Services
Experience
jp morgan MDHSBC2005 - 2007
Skills
MBS, Investments
Education
Columbia University in the City of New York 1982 — 1984
Master of Science (MS), Mining and Mineral Engineering
Fordham University 1979 — 1983
Bachelor of Science (BS), Physics
jp morgan MDHSBC2005 - 2007
Skills
MBS, Investments
Education
Columbia University in the City of New York 1982 — 1984
Master of Science (MS), Mining and Mineral Engineering
Fordham University 1979 — 1983
Bachelor of Science (BS), Physics
david schiff's J.P. Morgan Experience 1993 - 2001
Job Partner at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners 2008 - Present
Broadworth Capital 2006 - 2007
Amaranth Advisors 2005 - 2006
Wachovia Securities, LLC 2003 - 2005
JP Morgan 1993 - 2001
Education
Cornell University 1991 — 1993
B.S, Economics
Perella Weinberg Partners 2008 - Present
Broadworth Capital 2006 - 2007
Amaranth Advisors 2005 - 2006
Wachovia Securities, LLC 2003 - 2005
JP Morgan 1993 - 2001
Education
Cornell University 1991 — 1993
B.S, Economics
Joe Delli Santi's J.P. Morgan Experience June 2009 - August 2010
Job Business Development Analyst at Revel Entertainment
Industry Financial Services
Experience
Revel Entertainment March 2012 - Present
M3 Capital Partners August 2010 - March 2012
JP Morgan June 2009 - August 2010
Education
Cornell University 2005 — 2009
Bachelor of Science (B.S.), Hospitality Administration/Management, 3.85
Revel Entertainment March 2012 - Present
M3 Capital Partners August 2010 - March 2012
JP Morgan June 2009 - August 2010
Education
Cornell University 2005 — 2009
Bachelor of Science (B.S.), Hospitality Administration/Management, 3.85
Cathy Zhu's J.P. Morgan Experience 2008 - 2008
Job PhD Student in Art History
Industry Higher Education
Experience
Leslie Hindman Auctioneers December 2013 - August 2014
Williams College September 2012 - May 2013
Williams College September 2012 - December 2012
The Art Institute of Chicago July 2012 - August 2012
Williams College May 2012 - June 2012
Sterling and Francine Clark Art Institute September 2011 - May 2012
The Cambridge Group January 2010 - July 2011
Blue Canyon Partners October 2009 - December 2009
JP Morgan 2008 - 2008
Skills
Segmentation, Market Research, Analytics, Growth Strategies, Competitive Analysis, Strategy, Management Consulting, Market Analysis, Customer Insight, Data Analysis, Pricing Strategy, Strategic Consulting, Financial Modeling, SPSS, Quantitative Analytics, Marketing Research
Education
Columbia University in the City of New York 2014 — 2019
Doctor of Philosophy (Ph.D.), Art History
Williams College 2011 — 2013
Master of Arts (M.A.), Art History
University of Chicago 2005 — 2009
Bachelor of Arts (B.A.), Economics, Art History
Leslie Hindman Auctioneers December 2013 - August 2014
Williams College September 2012 - May 2013
Williams College September 2012 - December 2012
The Art Institute of Chicago July 2012 - August 2012
Williams College May 2012 - June 2012
Sterling and Francine Clark Art Institute September 2011 - May 2012
The Cambridge Group January 2010 - July 2011
Blue Canyon Partners October 2009 - December 2009
JP Morgan 2008 - 2008
Skills
Segmentation, Market Research, Analytics, Growth Strategies, Competitive Analysis, Strategy, Management Consulting, Market Analysis, Customer Insight, Data Analysis, Pricing Strategy, Strategic Consulting, Financial Modeling, SPSS, Quantitative Analytics, Marketing Research
Education
Columbia University in the City of New York 2014 — 2019
Doctor of Philosophy (Ph.D.), Art History
Williams College 2011 — 2013
Master of Arts (M.A.), Art History
University of Chicago 2005 — 2009
Bachelor of Arts (B.A.), Economics, Art History
Yury Volvovskiy's J.P. Morgan Experience student's parentTECCS2009 - 2012
Job VP at JP Morgan
Industry Financial Services
Experience
JP Morgan student's parentTECCS2009 - 2012
Education
Columbia University in the City of New York 1998 — 2003
Ph.D,, Mathematics
JP Morgan student's parentTECCS2009 - 2012
Education
Columbia University in the City of New York 1998 — 2003
Ph.D,, Mathematics
Gabrielle Yo's J.P. Morgan Experience June 2010 - August 2010
Job
Industry Financial Services
Experience
MSD Capital August 2014 - Present
The Blackstone Group July 2012 - June 2014
The Blackstone Group June 2011 - August 2011
JP Morgan June 2010 - August 2010
Christian Dior Couture June 2009 - August 2009
Skills
Mergers & Acquisitions, Financial Analysis, Corporate Finance, Private Equity, Financial Modeling, Investment Banking, Valuation
Education
Columbia University in the City of New York
MSD Capital August 2014 - Present
The Blackstone Group July 2012 - June 2014
The Blackstone Group June 2011 - August 2011
JP Morgan June 2010 - August 2010
Christian Dior Couture June 2009 - August 2009
Skills
Mergers & Acquisitions, Financial Analysis, Corporate Finance, Private Equity, Financial Modeling, Investment Banking, Valuation
Education
Columbia University in the City of New York
Jeffrey Rothman's J.P. Morgan Experience 2010 - 2012
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2012 - Present
JP Morgan 2010 - 2012
Citi 2006 - 2009
HSBC 2003 - 2006
Citi 1989 - 2002
Education
Columbia University in the City of New York 1979 — 1983
BA, East Asian Language & Culture
University of Pennsylvania - The Wharton School
MBA
Bank of America Merrill Lynch 2012 - Present
JP Morgan 2010 - 2012
Citi 2006 - 2009
HSBC 2003 - 2006
Citi 1989 - 2002
Education
Columbia University in the City of New York 1979 — 1983
BA, East Asian Language & Culture
University of Pennsylvania - The Wharton School
MBA
Arlene Kirwan's J.P. Morgan Experience 2000 - 2001
Job Program Manager at Miami Cardiovascular
Industry Medical Devices
Experience
Miami Cardiovascular Sr. Director, Global Relationship ManagerUST Global2006 - 2008
Citigroup 2006 - 2006
United Health Care 2001 - 2002
JP Morgan 2000 - 2001
Pfizer 1999 - 2000
Hoffman LaRoche 1999 - 1999
information Resources Inc 1997 - 1998
Cap Gemini Ernst & Young 1996 - 1998
Atlantic Gulf Communities 1994 - 1996
Avten Corp 1985 - 1993
Education
Connecticut College
Government, Economics
Rutgers University-New Brunswick
BA, Political Science, Economics
Miami Cardiovascular Sr. Director, Global Relationship ManagerUST Global2006 - 2008
Citigroup 2006 - 2006
United Health Care 2001 - 2002
JP Morgan 2000 - 2001
Pfizer 1999 - 2000
Hoffman LaRoche 1999 - 1999
information Resources Inc 1997 - 1998
Cap Gemini Ernst & Young 1996 - 1998
Atlantic Gulf Communities 1994 - 1996
Avten Corp 1985 - 1993
Education
Connecticut College
Government, Economics
Rutgers University-New Brunswick
BA, Political Science, Economics
Adinah Katz's J.P. Morgan Experience May 2008 - August 2008
Job Strategist
Industry Computer Software
Experience
Facebook August 2015 - Present
Google September 2013 - August 2015
Palantir Technologies October 2012 - September 2013
Eze Castle Software June 2010 - August 2012
Katz Investment Group January 2009 - June 2010
JP Morgan May 2008 - August 2008
GE Capital September 2007 - December 2007
Skills
Agile Methodologies, Software Quality..., SQL, Test Cases, SDLC, XML, Test Planning
Education
Columbia University in the City of New York 2005 — 2009
A.B., Economics and Mathematics
Facebook August 2015 - Present
Google September 2013 - August 2015
Palantir Technologies October 2012 - September 2013
Eze Castle Software June 2010 - August 2012
Katz Investment Group January 2009 - June 2010
JP Morgan May 2008 - August 2008
GE Capital September 2007 - December 2007
Skills
Agile Methodologies, Software Quality..., SQL, Test Cases, SDLC, XML, Test Planning
Education
Columbia University in the City of New York 2005 — 2009
A.B., Economics and Mathematics
Brian Hyde's J.P. Morgan Experience June 1997 - Present
Job Managing Director at JPMorgan Chase
Industry Banking
Experience
JP Morgan June 1997 - Present
Skills
Mergers & Acquisitions, Capital Markets, Investment Banking, Equities, Private Equity, Securities, Fixed Income, Management, Corporate Finance, Mergers, Banking, Hedge Funds, Financial Services, Strategy
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Cornell University 1987 — 1991
BS
JP Morgan June 1997 - Present
Skills
Mergers & Acquisitions, Capital Markets, Investment Banking, Equities, Private Equity, Securities, Fixed Income, Management, Corporate Finance, Mergers, Banking, Hedge Funds, Financial Services, Strategy
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Cornell University 1987 — 1991
BS
Jordan Calinoff's J.P. Morgan Experience October 2010 - May 2012
Job Research Analyst
Industry International Affairs
Experience
Investment Research February 2014 - Present
Columbia University, School of International and Public Affairs August 2013 - May 2014
JP Morgan October 2010 - May 2012
Global Post, Foreign Policy, China Economic Review, Eurobiz, and more January 2009 - October 2010
Shanghai Business Review June 2008 - January 2009
Shanghai Business Review September 2007 - June 2008
8 Days Marketing Consulting Company March 2007 - August 2007
Skills
Editing, Editorial, Magazines, Investments, Mandarin, Emerging Markets, International Relations, Research, Policy Analysis, Journalism, Strategic Communications, Media Relations, Chinese, Copywriting, Economic Research, Greater China, Asian Business, Stata, Writing
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of International Affairs, International Finance and Economic Policy
Georgetown University 2002 — 2006
Bachelor of Science, Foreign Service; International Politics and Chinese
East China Normal University
Mandarin Chinese and Chinese Foreign Policy
University of International Business and Economics
Mandarin Chinese and Chinese Foreign Policy
Investment Research February 2014 - Present
Columbia University, School of International and Public Affairs August 2013 - May 2014
JP Morgan October 2010 - May 2012
Global Post, Foreign Policy, China Economic Review, Eurobiz, and more January 2009 - October 2010
Shanghai Business Review June 2008 - January 2009
Shanghai Business Review September 2007 - June 2008
8 Days Marketing Consulting Company March 2007 - August 2007
Skills
Editing, Editorial, Magazines, Investments, Mandarin, Emerging Markets, International Relations, Research, Policy Analysis, Journalism, Strategic Communications, Media Relations, Chinese, Copywriting, Economic Research, Greater China, Asian Business, Stata, Writing
Education
Columbia University - School of International and Public Affairs 2012 — 2014
Master of International Affairs, International Finance and Economic Policy
Georgetown University 2002 — 2006
Bachelor of Science, Foreign Service; International Politics and Chinese
East China Normal University
Mandarin Chinese and Chinese Foreign Policy
University of International Business and Economics
Mandarin Chinese and Chinese Foreign Policy
Jeffrey Soffen's J.P. Morgan Experience May 2013 - February 2015
Job Director, Operations & Corporate Development at Quartet Health
Industry Information Technology and Services
Experience
Quartet Health February 2015 - Present
J.P. Morgan May 2013 - February 2015
J.P. Morgan July 2010 - May 2013
Campus Destinations, Inc May 2008 - December 2009
J.P Morgan July 2009 - August 2009
Skills
Financial Modeling, Private Equity, Venture Capital, Mergers, Investments, DCF, Start-ups, Valuation, Bloomberg, Equity Research, Analysis
Education
Cornell University, College of Arts and Sciences 2006 — 2010
Bachelor of Arts Degree, Economics Major
Landon School 2000 — 2006
Copenhagen Business School
Quartet Health February 2015 - Present
J.P. Morgan May 2013 - February 2015
J.P. Morgan July 2010 - May 2013
Campus Destinations, Inc May 2008 - December 2009
J.P Morgan July 2009 - August 2009
Skills
Financial Modeling, Private Equity, Venture Capital, Mergers, Investments, DCF, Start-ups, Valuation, Bloomberg, Equity Research, Analysis
Education
Cornell University, College of Arts and Sciences 2006 — 2010
Bachelor of Arts Degree, Economics Major
Landon School 2000 — 2006
Copenhagen Business School
Boris Beltinoff's J.P. Morgan Experience May 2012 - August 2012
Job Fixed Income Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
JP Morgan May 2012 - August 2012
Army National Guard March 2010 - March 2012
U.S. ARMY July 2006 - March 2010
Skills
SIGINT, Intelligence Analysis, Linguistics, Military, MS Excel Pivot Tables, Microsoft Access..., Visual Basic, DoD, Access, Security Clearance, PowerPoint, Military Experience, Military Operations, National Security, Intelligence
Education
Columbia University in the City of New York 2010 — 2013
BA, Economics-Mathematics
Defense Language Institute 2006 — 2007
Chinese Mandarin Basic Course, Chinese Mandarin, A-
JPMorgan Chase July 2013 - Present
JP Morgan May 2012 - August 2012
Army National Guard March 2010 - March 2012
U.S. ARMY July 2006 - March 2010
Skills
SIGINT, Intelligence Analysis, Linguistics, Military, MS Excel Pivot Tables, Microsoft Access..., Visual Basic, DoD, Access, Security Clearance, PowerPoint, Military Experience, Military Operations, National Security, Intelligence
Education
Columbia University in the City of New York 2010 — 2013
BA, Economics-Mathematics
Defense Language Institute 2006 — 2007
Chinese Mandarin Basic Course, Chinese Mandarin, A-
Youyou Yan's J.P. Morgan Experience January 2011 - Present
Job Equity Research Associate at JP Morgan New York
Industry Banking
Bennett Myer's J.P. Morgan Experience June 2010 - August 2010
Job Senior Associate at Audax Group
Industry Venture Capital & Private Equity
Experience
The Jordan Company September 2012 - Present
Credit Suisse July 2011 - September 2012
JP Morgan June 2010 - August 2010
Education
Cornell University 2007 — 2011
B.S. 2011, Applied Economics and Management; Finance and Agribusiness Management, Cum Laude
The Jordan Company September 2012 - Present
Credit Suisse July 2011 - September 2012
JP Morgan June 2010 - August 2010
Education
Cornell University 2007 — 2011
B.S. 2011, Applied Economics and Management; Finance and Agribusiness Management, Cum Laude
Hewan Bogale's J.P. Morgan Experience July 2011 - August 2012
Job Strategy and Operations Consultant at Deloitte
Industry Hospital & Health Care
Experience
Deloitte February 2015 - Present
EmblemHealth January 2014 - January 2015
EmblemHealth June 2013 - December 2013
J.P. Morgan July 2011 - August 2012
JP Morgan June 2010 - August 2010
Skills
Corporate Finance, Financial Modeling, Microsoft Excel, Financial Analysis, Data Analysis, Investment Banking, PowerPoint, Economics, Analysis
Education
Columbia University Mailman School of Public Health 2012 — 2013
Master of Public Health (MPH), Healthcare Management
Georgetown University - The McDonough School of Business 2007 — 2011
BS, Finance and Marketing, Minor: Sociology, Cum Laude
Deloitte February 2015 - Present
EmblemHealth January 2014 - January 2015
EmblemHealth June 2013 - December 2013
J.P. Morgan July 2011 - August 2012
JP Morgan June 2010 - August 2010
Skills
Corporate Finance, Financial Modeling, Microsoft Excel, Financial Analysis, Data Analysis, Investment Banking, PowerPoint, Economics, Analysis
Education
Columbia University Mailman School of Public Health 2012 — 2013
Master of Public Health (MPH), Healthcare Management
Georgetown University - The McDonough School of Business 2007 — 2011
BS, Finance and Marketing, Minor: Sociology, Cum Laude
Bill Freeman's J.P. Morgan Experience June 2003 - Present
Job at JP Morgan
Industry
Experience
JP Morgan June 2003 - Present
Citi March 1998 - June 2003
Janney Montgomery Scott June 1996 - March 1998
Education
Cornell University 1991 — 1995
BA, French, Sociology
JP Morgan June 2003 - Present
Citi March 1998 - June 2003
Janney Montgomery Scott June 1996 - March 1998
Education
Cornell University 1991 — 1995
BA, French, Sociology
Lawrence Sacerdoti's J.P. Morgan Experience August 2005 - Present
Job Account Executive at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2005 - Present
Credit Suisse November 1995 - June 2005
Education
Cornell University
Masters, Business Management
JP Morgan August 2005 - Present
Credit Suisse November 1995 - June 2005
Education
Cornell University
Masters, Business Management
Clinton M Musson's J.P. Morgan Experience March 2011 - Present
Job mediation underwriter at JP Morgan
Industry Financial Services
Craig Smart's J.P. Morgan Experience January 2014 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2014 - Present
Education
Columbia University in the City of New York 1999 — 2003
Bachelor of Arts (BA), Economics
JP Morgan January 2014 - Present
Education
Columbia University in the City of New York 1999 — 2003
Bachelor of Arts (BA), Economics
Dee OHara's J.P. Morgan Experience October 2002 - July 2010
Job Customer Service Representative at Teleperformance
Industry Information Services
Experience
Teleperformance September 2014 - Present
Safeauto car insurance 2013 - 2014
JP MORGAN October 2002 - July 2010
Skills
Insurance, Customer Support, Property & Casualty..., Health Insurance, General Insurance, Claim, Underwriting, Commercial Insurance, Customer Service, Liability, Casualty, Employee Benefits, Customer service and ..., Receptionist
Education
American Red Cross 2015 — 2015
CPR TRAINING, NURSING
Columbus State Community College 1977 — 1997
Nursing and Pcychology and gerontogy studies, gerontogy, 3.5
CENTRAL HIGH
DIPLOMA, General Studies
Teleperformance September 2014 - Present
Safeauto car insurance 2013 - 2014
JP MORGAN October 2002 - July 2010
Skills
Insurance, Customer Support, Property & Casualty..., Health Insurance, General Insurance, Claim, Underwriting, Commercial Insurance, Customer Service, Liability, Casualty, Employee Benefits, Customer service and ..., Receptionist
Education
American Red Cross 2015 — 2015
CPR TRAINING, NURSING
Columbus State Community College 1977 — 1997
Nursing and Pcychology and gerontogy studies, gerontogy, 3.5
CENTRAL HIGH
DIPLOMA, General Studies
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.