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
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J.P. Morgan Employees
Center for Leadership and Involvement October 2013 - Present
Schools of Hope October 2013 - June 2014
KMMG March 2010 - June 2011
HSBC 2005 - 2007
JP Morgan 2004 - 2005
RR Donnelley 2002 - 2003
Allstate 2000 - 2002
Lind-Waldock, purchased by Refco 1998 - 2000
Citigroup 1993 - 1998
Skills
Strategic Planning, Marketing Strategy, Advertising, Primary Research, Secondary Research, Financial Services, Direct Marketing, Product Training, Product Development, Product Management, Website Development, Tutor, Mentor, Educator
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1988
University of Wisconsin-Madison 1979 — 1983
BS, Journalism- Advertising
LaGrande Global 2013 - Present
Honey R Capital 2012 - Present
Bernstein Global Wealth Management 2010 - 2012
JP Morgan 2009 - 2010
Skills
Investments, Valuation, Financial Modeling, Portfolio Management, Hedge Funds, Wealth Management
Education
IE (Instituto de Empresa)
International MBA
Dartmouth College
Bachelor of Arts
Greenhill School
Aviva Investors January 2013 - Present
Northern Trust March 2011 - January 2013
JP Morgan March 2000 - March 2011
JP Morgan May 1998 - March 2000
JP Morgan Chase February 1997 - April 1998
UST Trading March 1995 - December 1995
CME Group September 1994 - November 1994
Skills
Fixed Income, Financial Markets, Equities, Trading, Bonds, Derivatives, Operations Management, Middle Office, Treasury, Outsourcing, Cash Management, Risk Management, Customer Service, Liquidity Management, Options, Interest Rate Swaps, Commercial Paper, FX Swaps, Asset Management, Securities, Investments, Futures, Hedge Funds, Trading Systems
Education
Illinois Institute of Technology
M.B.A., Finance
DePaul University
B.S., Finance
Microsoft April 2014 - Present
AT&T June 2013 - April 2014
AT&T June 2012 - June 2013
AT&T Mobility May 2011 - August 2011
JP Morgan July 2008 - July 2010
Zenta January 2007 - February 2008
FactSet Research Systems January 2006 - January 2007
Cushman & Wakefield 2005 - 2005
Skills
Finance, Financial Analysis, Due Diligence, Underwriting, Business Analysis, Investment Banking, Asset Managment, Bloomberg, Capital Markets, Analytics, Process Improvement, Equities, Derivatives, Banking, Project Management, Portfolio Management, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance, Supply Chain Management & Sustainability
Cornell University 2002 — 2006
Hotel Administration, Real Estate Finance
Northern Trust Corporation January 2015 - Present
Northern Trust October 2012 - January 2015
The LoBue Group October 2006 - October 2012
JP Morgan 2005 - 2006
LaSalle Bank 2001 - 2005
Skills
Banking, Financial Services, Loans, Restructuring, Risk Management, Project Management, Credit, International Project..., Team Leadership, International Banking..., Due Diligence, Business Process..., Business Development, Wealth Management, Business Process, Leadership, Process Improvement, Commercial Banking, Financial Analysis, Credit Analysis, Financial Modeling, Management Consulting, Mergers
Education
DePaul University 2003 — 2005
M.A., Leadership &Organizational Development
DePaul University 1995 — 1999
B.S, Management
The Broadway League Inc November 2006 - Present
Brinco Mechanical Services September 2005 - November 2006
Brinco Mechanical Services January 2003 - August 2005
Brinco Mechanical Services August 2001 - December 2002
JP Morgan August 1998 - July 2001
Skills
Word, Excel, Microsoft Office, Budgeting, Accounting, PowerPoint, Microsoft Word, Customer Service, Access, Accounts Payable, Data Entry, Microsoft Excel, Budgets, Nonprofits, Event Planning, Event Management, Fundraising
Education
CUNY New York City College of Technology 1999 — 2002
Computer Information Systems
CUNY York College
Bachelor of Science (B.S.), Business Administration:Human Resources
Northwestern University, Feinberg School of Medicine September 2013 - Present
Aon Hewitt June 2010 - September 2013
JP Morgan January 2006 - June 2010
Northwestern University 2004 - 2005
Skills
Information Technology, CompTIA A+, CompTIA Network+, Networking, Cyber-security, Information Security, Programming, Java, C++, Analysis, Banking, Operations Management, Leadership, Risk Management, Process Improvement, Project Management, Strategic Planning, Financial Analysis, Customer Service, Management, Mergers & Acquisitions, Human Resources, Finance, Business Analysis, Financial Services, Change Management, Research, Financial Modeling, Strategy, PeopleSoft, Mergers, Equities, Business Strategy, Investments, Business Process..., Employee Relations, Corporate Finance, Management Consulting, Operations Training, Operations Control, Portfolio Management, Asset Managment, ACATS, Trusts, Fixed Income, Visio, Financial Risk, Relationship Management, Financial Risk..., Compliance Operations
Education
DePaul University
Northwestern University 2002 — 2006
University of Illinois at Urbana-Champaign 1997 — 1999
Hales Franciscan High School 1993 — 1997
RBC May 2013 - Present
Shoppers Drug Mart August 2009 - May 2013
Morgan Stanley February 2006 - August 2009
JP Morgan July 1997 - December 2005
Citibank 1994 - 1997
Ernst & Young 1991 - 1994
General Motors May 1984 - December 1991
Skills
ITIL, Outsourcing, IT Operations, IT Management, IT Service Management
Education
Ivey Business School 1987 — 1989
MBA
Dalhousie University 1979 — 1984
Engineering
Royal Military College of Canada/Collège militaire royal du Canada 1979 — 1983
Capgemini August 2014 - Present
Infosys January 2014 - June 2014
JP Morgan May 2010 - August 2010
McAfee December 2008 - March 2010
Collabera July 2007 - August 2008
Tata Consultancy Services December 2002 - May 2006
Skills
Test Automation, Regression Testing, Testing, Software Quality..., Manual Testing, QTP, SQL, System Testing, Defect Tracking, Unix, Test Planning, Test Cases, Test Strategy, HP QTP, Integration Testing, Performance Testing, Unit Testing, QC, ClearQuest, ClearCase, Bugzilla, C, UFT 12, ALM, Agile Testing
Education
Delhi College of Engineering 2000 — 2002
M.E., Electronics & Communication, 80%
University of Rajasthan 1996 — 2000
B.E., Electronics & Communication, 75%
Design Public January 2003 - October 2011
Mayfield Fund September 2000 - September 2002
JP Morgan 1994 - 1997
Skills
Entrepreneurship, Strategic Partnerships, Operations Management, Business, Ruby on Rails, User Experience Design, SaaS, Entrepreneur, Venture Capital, Product Management, Start-ups, Corporate Development, Business Strategy, E-commerce, Strategy, Supply Chain, Finance, Drop Ship, Mergers & Acquisitions, Management
Education
Stanford Graduate School of Business 1998 — 2000
MBA
Stanford School of Engineering 1997 — 1998
MS
Dartmouth College 1989 — 1994
BS, BA
Shady Side Academy 1982 — 1989
Ariba, an SAP company April 2015 - Present
Deloitte Consulting LLP July 2014 - April 2015
J.P. Morgan August 2013 - July 2014
JP Morgan October 2008 - July 2013
J.P. Morgan July 2007 - October 2008
Deloitte Consulting February 2006 - January 2007
IBM Global Services 2000 - 2005
IBM Global Services July 1998 - July 2000
Skills
PMO, ITIL, Strategy Development, Management Consulting, Team Leadership, Strategic Planning, Thought Leadership, Operational Excellence, PMP, Outsourcing, Strategy, Project Management, Leadership, Business Process, Management, Enterprise Software, Process Improvement, Data Center, Requirements Analysis, Business Transformation, Telecommunications, Vendor Management, Program Management
Education
DePaul University 2015 — 2018
Master’s Degree, Human Computer Interaction
Northwestern University 2015 — 2015
Operations Management - Scaling Operations, 88.1%
Northwestern University - Kellogg School of Management 2004 — 2005
Kellogg Management Institute Executive Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1989
MBA, Marketing
DePaul University 1979 — 1983
Bachelor's Degree, English
Loyalist College
ITIL Foundation Certification V2 2004
Our Lady of Lourdes
Our Lady of Lourdes
PMI
PMP PMI Certified Project Manager 2005 -2018
PMI
PMI-ACP (Agile Certified Practitioner) 2013 -2016
SunGard Financial Systems June 2014 - Present
The Deal December 2010 - June 2014
Primary Insight, LLC April 2009 - December 2010
JP Morgan April 2007 - April 2009
AIG June 2005 - March 2007
Friends Academy September 2003 - June 2005
Skills
Strategic Planning, Private Equity, Financial Analysis, Competitive Analysis, Business Development, Negotiation, Start-ups, Financial Modeling, Hedge Funds, Portfolio Management
Education
Dartmouth College 1998 — 2002
BA, Environmental Earth Sciences and English
Calamos Investments February 2012 - Present
JP Morgan 2009 - 2011
JP Morgan 2008 - 2009
Barclays Capital 2006 - 2008
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Equity Research, Financial Modeling, Equity Derivatives, Financial Analysis, Asset Management, Alternative Investments, Valuation
Education
Dartmouth College 2002 — 2006
Bachelor's Degree, Economics
Moody's Investors Service March 2015 - Present
Santander Bank, N.A. January 2008 - October 2014
Bayerische Landesbank January 2006 - November 2007
Citi Group - Corporate and Investment Bank July 2002 - January 2006
ING December 1997 - August 2000
JP Morgan June 1996 - December 1997
Skills
Credit, Structured Finance, Derivatives, Project Finance, Financial Modeling, Risk Management, Financial Risk, Investment Banking, Portfolio Management, Valuation, Credit Risk, Corporate Finance, Financial Analysis, Banking, Project Management, Emerging Markets, Capital Markets, Private Equity, Financial Markets, Credit Analysis, Financial Structuring, Finance, Fixed Income
Education
Davidson College
Bachelor of Arts, Economics & Political Science
Washington University in St. Louis - Olin Business School
MBA, Master of Business Administration
Ross & Company April 2015 - Present
BostonCIO LLC October 2014 - Present
ShapeUp, INC November 2012 - July 2014
PatientKeeper January 2012 - November 2012
PatientKeeper June 2007 - December 2011
ChartOne, Inc. April 2001 - February 2007
McKesson Corporation 1997 - 2001
HPR, Inc. 1994 - 1997
Codman Research Group September 1991 - March 1994
JP Morgan July 1986 - July 1989
Skills
Product Management, Start-ups, Strategy, Management, Marketing, Healthcare Information..., Leadership, SaaS, Product Marketing, Strategic Partnerships, Cross-functional Team..., Entrepreneurship, Executive Search, Solution Selling, Executive Coaching, New Business Development, Strategic Planning, Account Management, CRM, Healthcare, Enterprise Software, Program Management, Business Development, Team Building, Competitive Analysis, Product Development, Salesforce.com, Marketing Strategy, Integration, Process Improvement, Project Management, Business Analysis, Analytics, Consulting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1989 — 1991
MBA
Dartmouth College 1982 — 1986
Bachelor's Degree
Noble and Greenough High School 1978 — 1982
Concentric Wealth Management, LLC February 2011 - Present
JP Morgan 2009 - 2011
PNC 1999 - 2009
Fifth Third Bank 1996 - 1999
Skills
Strategic Financial..., Investments, Tax, Finance, Wealth Management, Portfolio Management, Series 7, Asset Management, Mutual Funds, Retirement Planning, Banking, Investment Advisory, Investment Management, Financial Analysis, Retirement, Investment Strategies, Asset Allocation, 401k
Education
Denison University 1986 — 1990
B.A, Economics, Spanish
Oracle June 2012 - Present
JP Morgan July 2010 - June 2012
Texas Learning and Computation Center May 2009 - May 2010
Computer Science Department, University of Houston August 2008 - May 2010
Texas Learning and Computation Center July 2008 - August 2008
Patni Computer Systems August 2004 - May 2007
HCL Technologies January 2004 - June 2004
Skills
Java, JDBC, JSP, Servlets, J2EE, PL/SQL, MySQL, JavaScript, PHP, Spring, Hibernate, Stored Procedures, MVC, Design Patterns, Unix, Linux, Eclipse, OSGi, JMS, Swing, FX, DOM Scripting, Exadata, XPath, IntelliJ IDEA, Software Engineering, Web Applications
Education
University of Houston 2007 — 2010
Masters, Computer Science
Delhi University 2000 — 2004
Bachelors, Computer Science
JP Morgan AssociateJP Morgan FCSMarch 2008 - November 2012
Skills
Prime Brokerage, Equities, Fixed Income, Investment Banking, Asset Management, Financial Markets, Derivatives, Hedge Funds, Bloomberg, Options, Alternative Investments, Back Office, Series 7, Capital Markets, Financial Services, Middle Office, Credit Derivatives, FX Options, Trading Systems, Securities, Settlement, Equity Trading, Electronic Trading, Trading, Equity Derivatives
Education
CUNY New York City College of Technology
Bachelor's degree, Computer Engineering
Cedars-Sinai Medical Center February 2014 - Present
Memorial Sloan-Kettering Cancer Center July 2011 - January 2014
National Institutes of Health June 2003 - July 2004
JP Morgan July 2000 - July 2001
Chicago Board of Trade June 1997 - September 1997
Skills
Clinical Research, Cancer, Genetics, Healthcare, Hospitals, Medical Devices, Data Analysis, Translational Research
Education
David Geffen School of Medicine at UCLA
MD, Medicine
Harvard University
BA, Neurobiology
Memorial Sloan-Kettering Cancer Center
Fellowship, Head and Neck Surgery
Stanford University School of Medicine
Residency, Otolaryngology-Head & Neck Surgery
Blue Cross Blue Shield of Michigan March 2005 - Present
Insurance Data Services March 2003 - March 2005
JP Morgan October 1995 - December 2001
Skills
Customer Service, Marketing, Account Management, Sales, Marketing Strategy, Strategic Planning, Healthcare, Employee Benefits, Process Improvement, Team Building, Outlook, Marketing Communications, Insurance, Microsoft Excel, Forecasting, Microsoft Office, Leadership, Customer Satisfaction, Public Speaking, Sales Management, New Business Development, Health Insurance, Medicare, Coaching, Training, Analysis
Education
Northwood University 2005 — 2010
Bachelors, Business Administration and Marketing
Davenport University
Business Administration and Management, General
Great Eastern Energy October 2013 - Present
Relentless Energy LLC February 2013 - October 2013
Freepoint Commodities March 2011 - December 2012
Sempra Energy Trading February 1998 - January 2011
JP Morgan April 1992 - January 1998
JP Morgan September 1985 - April 1992
Skills
Derivatives, Risk Management, Commodity Markets, Commodity, Natural Gas, Energy, Hedging, Trading, Energy Markets, Options
Education
Georgetown University 1981 — 1985
BSFS, School of Foreign Service
Deerfield Academy 1976 — 1980
SR Labs April 2015 - Present
TPLLC Consulting February 2011 - Present
Cape City Command September 2011 - April 2015
SR LABS April 2009 - February 2011
UBS June 1996 - November 2008
JP Morgan June 1984 - June 1996
Bankers Trust June 1980 - June 1984
Skills
algorithmic trading, system design, data center, co-lo, Trading Systems, Proprietary Trading, Network Design, Applications, BCP, Disaster Recovery, Operations Management, Marketing Strategy, Business Planning, New Business Development, Communication, Technical Documentation, Project Management, Telco, Low Latency, High Frequency Trading, Equities, Systems Analysis, Acting, RFP, Hardware, corporate strategy, Leadership, Contract Negotiation, IT Operations, Strategic Planning, Auditing, Big Data, Recruiting, Web Design, foreign markets, Trading Floor Design, Data Visualization, Foreign Exchange, Trading, Risk Management, Electronic Trading, Hedge Funds, Business Strategy, Trading System, Operational Risk..., Compliance, Financial Markets, FX trading, Trading Strategies, Business Continuity...
Education
Coláiste Mhuire, Sligo Ireland
DePaul University
Northwestern University - Kellogg School of Management
J.P. Morgan February 2013 - Present
JP Morgan Chase January 2012 - February 2013
JP Morgan March 2010 - February 2012
First American Bank August 2009 - July 2010
Citi July 2005 - December 2008
ABN AMRO 1998 - 2005
Bank Austria Creditanstalt 1995 - 1998
Austrian Consulate General 1993 - 1995
Skills
Treasury Management, Cash Management, Banking, Treasury, Portfolio Management, Strategy, CRM, Investments, Finance, Business Development, Relationship Management, Credit Analysis, Business Planning, Business Strategy, Leadership, Management, Treasury Services, Sales, Process Improvement
Education
Loyola University Chicago 1997 — 2000
MBA, International Finance and Accounting
DePaul University
BA, German Language
JP Morgan April 2010 - November 2010
Fidelity Investments September 2007 - March 2010
Sara Lee Corporation April 2002 - June 2007
Sara Lee Corporation August 2000 - April 2002
Hewitt Associates June 1999 - August 2000
State of Florida - Bureau of Deferred Compensation April 1997 - June 1999
Capital City Rowing June 1996 - June 1999
Florida Department of Insurance and Treasury April 1997 - September 1998
Skills
Valuation, Securities, Financial Services, Retirement Planning, Investment Management, Asset Allocation, Entrepreneurship, Management, Mergers & Acquisitions, Alternative Investments, Investment Strategies, Investment Advisory, Equities, Investments, Defined Contribution, Benefit Plan..., Non-Qualified Deferred..., Accounting, Risk Management, Microsoft Excel, Asset Managment, Software Documentation, Institutional..., Relationship Management, Budgets, Business Planning, Leadership, Private Equity, Operations Management, Asset Management, Strategy, Finance, CRM, 401k, Process Improvement, Superior Client Service
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2009
MBA
Florida State University 1994 — 1996
BA
Florida State University Study Abroad Program, University of Costa Rica 1995 — 1995
Bachelor of Arts
DePauw University 1992 — 1994
Culver Military Academy 1984 — 1992
JP Morgan January 2011 - Present
Butterfield Fulcrum Group April 2009 - December 2010
Citi September 2004 - January 2009
The Bank of New York 2000 - 2005
State Street 1989 - 2000
Skills
Hedge Funds, Asset Managment, Securities, Financial Services, Strategy, Private Equity, CRM, Mergers, New Business Development, Fund Of Funds, Strategic Planning, Management, Market Research, Relationship Management, Alternative Investments, Equities, Program Management, Fixed Income, Capital Markets, Sales, Product Management, Bloomberg Terminal, Asset Allocation, Banking, Asset Management, Bonds, Business Development, Financial Markets, Fund Accounting, Global Custody, Fund Administration, Institutional..., Investment Banking, Investments, Mergers & Acquisitions, Middle Office, Portfolio Management, Valuation, Mutual Funds, Prime Brokerage
Education
Salem State University 1986 — 1988
MA, Business Education
Dean College 1984 — 1986
AS, Business
J A E Consulting August 2009 - Present
JP Morgan 2002 - 2008
Education
Delaware State University 1996 — 2000
Walt Whitman High School 1990 — 1996
Webster Bank 2012 - Present
BNY Mellon 2010 - 2012
Samoset Capital Group LLC 2008 - 2010
Citigroup 2005 - 2008
Goldman Sachs 2000 - 2005
JP Morgan 1992 - 2000
Davis Polk & Wardwell 1983 - 1992
Skills
Wealth Management, Estate Planning, Private Banking, Investment Management, High Net Worth..., Wealth Management..., Fiduciary Services
Education
Vanderbilt University Law School 1980 — 1983
J.D., Law
Dartmouth College 1976 — 1980
A.B. (cum laude), Government (High Distinction)
Barclays Capital October 2006 - Present
JP Morgan January 2006 - September 2006
UBS Investment Bank October 2005 - December 2005
HCL Infosystems Ltd January 2003 - December 2004
Skills
Fixed Income, Valuation, Portfolio Management, Financial Modeling, Risk Management, Trading, Derivatives, Asset Managment, VBA, Investment Banking, Equities, Capital Markets, Financial Analysis, Interest Rate..., Financial Risk, CRM, Business Analysis, Banking, Team Management, Credit Derivatives, Bloomberg, Finance, Bonds, Strategy, Credit, Financial Markets, Structured Products, Market Risk, Options, Corporate Finance, Managerial Finance, CDS, Bloomberg Terminal, Management, Market Data, Investments, Equity Derivatives, Emerging Markets, Asset Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2006
MBA
Delhi University 1999 — 2003
BS
Vivékin Group April 2007 - Present
IIIT Hyderabad January 2011 - Present
Wharton Financial Institutions Center, The Wharton School August 1997 - Present
Carlson School of Management, University of Minnesota June 1999 - June 2002
Krannert School of Management, Purdue University August 1997 - January 1999
JP Morgan 1992 - 1993
Shearson Lehman 1991 - 1992
Skills
Venture Capital, Analytics, IT Strategy, Management, Project Management, Entrepreneurship, Business Strategy, Start-ups, Business Development, Strategy, Cross-functional Team..., Management Consulting, Software Development, E-commerce, Program Management, Team Leadership
Education
Wharton School, University of Pennsylvania 1993 — 1997
Ph.D.
Kansas State University 1989 — 1991
MS
Dartmouth College 1988 — 1989
University of Hyderabad 1986 — 1988
M.Tech.
Indian Institute of Science 1981 — 1984
BS
St. Joseph's College, Bangalore 1978 — 1981
Bachelor of Science (BSc)
St. Joseph's Indian High School, Bangalore 1975 — 1976
St. Xavier's High School, Vile Parle, Mumbai 1970 — 1976
HR Search Experts May 2014 - Present
Marks & Semple October 2012 - April 2014
Betts Recruiting December 2011 - October 2012
The Curran Group April 2010 - December 2011
JP Morgan December 2008 - April 2010
Lehman Brothers June 2005 - December 2008
Skills
SaaS, Sales, Account Management, Client Services, Sales Management, Recruiting, Investment Management, Financial Services, Investments, Hedge Funds, Portfolio Management, Negotiation, New Business Development, CRM, Management, Start-ups, Human Resources, Online Marketing, Strategy, Executive Search, Marketing, Social Media, Finance, Training, Talent Management, Asset Management, Interviews
Education
Dartmouth College 2001 — 2005
Bachelors, Environmental Economics
The London School of Economics and Political Science (LSE) 2004 — 2004
BS, Economics and International Trade
Milton Academy 1999 — 2001
Green Mountain Valley School 1997 — 1999
The PrivateBank April 2011 - January 2015
JP Morgan April 2010 - April 2011
JPMorgan August 1999 - June 2009
Harris Bank April 1993 - August 1999
Skills
Portfolio Management, Wealth Management, Relationship Management, Investments, Banking, Financial Services, Asset Allocation, Asset Management, Finance, Strategy, Series 63, High Net Worth..., Risk Management, Management, Alternative Investments, Investment Management, Hedge Funds, CRM, Series 7, Fixed Income, Asset Managment, Private Banking, New Business Development, Capital Markets, Mutual Funds, Credit Analysis
Education
Quinlan School of Business, Loyola University Chicago 1996 — 1999
MBA, Finance & Economics
DePaul University 1981 — 1987
BS, Marketing
Bloomberg February 2011 - Present
iLevel Solutions March 2010 - February 2011
Capital IQ March 2003 - July 2009
JSP Consulting 2009 - 2009
Standard & Poor's 2004 - 2009
Newtonmore Advisors March 2001 - December 2002
JP Morgan August 2000 - March 2001
BNP Paribas May 1999 - January 2000
Cortel Business Solutions 1996 - 1998
Broadcast Arts 1992 - 1992
Skills
Financial Modeling, Start-ups, Capital Markets, Private Equity, Mergers, Product Management, Investment Banking, Product Development, Accounting, Database Design, Product Design, Financial Economics, Modern Portfolio Theory, Equities, Portfolio Management, Corporate Development, Hedge Funds, Bloomberg, Investments, Valuation
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Dartmouth College 1987 — 1992
A.B., History & Soviet Studies
Andover 1983 — 1987
High School
JP Morgan April 2009 - October 2010
Calamos Investments April 2007 - January 2009
Citigroup Private Bank 1993 - 2007
Skills
Investments, High Net Worth..., Wealth Management, Private Banking, Wealth Management..., Investment Management, Strategic Financial..., Business Development, Business Strategy, Financial Analysis, Retirement, Banking, Credit, Asset Management, Family Office, Portfolio Management, Financial Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
University of Illinois 1989 — 1993
B.A.
Danish Institute for Study Abroad (DIS) 1992 — 1992
JP Morgan January 2010 - Present
JPMorgan August 2008 - January 2010
Aon January 2002 - August 2008
Heller Financial 1994 - 2001
Household International 1990 - 1995
Skills
Treasury Management, Cash Management, Debt, Treasury Services, Relationship Management, Relationship Building, Cash, Banking, Commercial Paper, Finance, Financial Institutions, Financial Services, Payments, Treasury, Working Capital...
Education
Saint Lawrence University 1977 — 1981
Bachelor of Arts (B.A.), Economics
DePaul University
Master of Business Administration (MBA), Finance, General
BP April 2012 - Present
BP July 2010 - April 2012
JP Morgan 1995 - 2006
Bank of America 1994 - 1994
The Chase Manhattan Bank 1991 - 1993
Skills
Corporate Finance, Structuring, Investment Banking, Securitization, Origination, Structured Finance, Project Management, Financial Structuring, Finance, Due Diligence, Banking, Loan Origination, Management, Portfolio Management, Risk Management, Change Management
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
Dartmouth College 1987 — 1991
B.A., Government
Blaine's Cleaning Services March 2011 - Present
JP Morgan Chase 2008 - October 2010
JP Morgan 2007 - October 2008
AdminServer April 2007 - April 2008
Access Group April 2005 - May 2007
MBNA December 2000 - February 2005
MBNA America 2000 - 2004
Fleet Credit Card Services January 1994 - December 1999
Skills
Quality Assurance, Visio, User Acceptance Testing, Business Requirements, Regression Testing, Management, Access, Vendor Management, System Testing, Testing, Project Management, Quality Center, Banking, SQL, SDLC, XML, Analysis, Leadership, Microsoft Office, Business Analysis, Troubleshooting
Education
Delaware State University 1984 — 1986
Economics
JP Morgan March 2009 - Present
Mahindra Satyam December 2008 - March 2009
HSBC Global Technology April 2006 - December 2008
Education
IGNOU 2004 — 2007
MCA, Computers
CDAC 2005 — 2006
DAC, Advanced Computing
Delhi University 2000 — 2003
L.V.M. 1986 — 2000
Schooling, Science
Court Square Capital July 2012 - Present
AFS Technologies, Inc. February 2014 - Present
Citadel Investment Group 2011 - 2011
TA Associates 2007 - 2010
JP Morgan 2005 - 2007
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, LBO, Venture Capital, Corporate Finance, Hedge Funds, Due Diligence, Equities, Investments, Corporate Development, Capital, M&A experience, Capital Markets
Education
University of Pennsylvania - The Wharton School
MBA, Entrepreneurial Management
Cornell University
B.S., Electrical & Computer Engineering
Los Altos High School
Pike Creek Psychological Center March 2007 - March 2009
Autism Society of Delaware October 2003 - October 2004
First Presbyterian Church June 1990 - August 2002
JP Morgan May 1992 - March 1994
Baxter Healthcare Corporation June 1987 - June 1992
Bell Telephone of Pennsylvania September 1982 - May 1987
Education
Delaware County Community College 1977 — 1978
Indiana University of Pennsylvania 1976 — 1977
William Blair & Company March 2010 - Present
JP Morgan June 2008 - March 2010
Canaccord Adams March 2003 - July 2006
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Private Equity
Education
Georgetown University 2006 — 2008
MBA, Accounting and Finance
Denison University 1996 — 2000
BA, Economics
Fannie Mae 2010 - 2010
Babson Capital Management July 2005 - 2009
Babson Capital Management 2005 - 2009
Drake Management September 2001 - November 2002
JP Morgan June 1997 - August 2001
Skills
Chinese, Spanish, C, Matlab
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1995 — 1997
MBA, Finance
Dartmouth College 1993 — 1996
AB, Mathematics
Hangzhou Foreign Language School 1984 — 1990
High School Diploma, High School
Microsoft November 2011 - Present
Microsoft Corporation December 2009 - October 2011
Rio Tinto Iron Ore 2007 - 2009
Agincourt Resources 2006 - 2007
WesTrac 2004 - 2006
ABN AMRO 2001 - 2002
JP Morgan 1998 - 2000
Skills
Financial Analysis, Management Accounting
Education
Curtin University
Masters, Accounting
Universidade MacKenzie
Bachelor, Economics
J.P. Morgan August 2012 - Present
JP Morgan June 2011 - August 2012
College of the Holy Cross August 2007 - July 2010
Kenyon College January 2007 - July 2007
Octagon June 2006 - January 2007
FBR 2005 - 2005
Skills
Financial Modeling, Program Management, Recruiting, Financial Analysis, Fundraising, Coaching, Strategy, Public Speaking, Leadership, Corporate Finance, Data Analysis, Strategic Planning, Media Relations, Market Research
Education
Pontificia Universidad Católica de Chile 2012 — 2012
Master of Business Administration (MBA), Study Abroad, Strategic Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Business Administration and Management, General
Thammasat University 2011 — 2011
Master of Business Administration (MBA), Study Abroad, Thailand in the Global Economy
Davidson College 2002 — 2006
B.A., Political Science and Economics
The London School of Economics and Political Science (LSE) 2004 — 2004
Study Abroad, Political Economy
National Cathedral School 1993 — 2002
Diploma
JPMorgan Chase Program MangerJP Morgan Chase2000 - Present
JP Morgan 2000 - 2009
JPMORGAN CHASE BANK 2000 - 2008
Cambridge Technology Partners December 1999 - March 2001
Education
DePaul University
Gramercy Consulting Group LLC March 2008 - Present
Calyon October 2007 - February 2008
Citigroup August 2003 - 2007
UBS July 2001 - July 2002
JP Morgan May 1995 - May 2001
Salomon Brothers August 1993 - April 1995
Baring Securities February 1992 - December 1992
Transamerica 1987 - 1989
Skills
Portfolio Management, FX Options, Due Diligence, Risk Management, Rates, Tactical Asset..., Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Equities, Capital Markets, Asset Managment, Structured Products, Investments, Asset Management, Strategy, Bonds, Commodity, Hedging, Structured Finance, Fund Of Funds, Investment Management, Venture Capital, Financial Risk, Swaps, Banking, Currency
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA, Finance and Accounting
Dartmouth College 1983 — 1987
BA, Mathematics
Bloomberg LP August 2014 - Present
Capco April 2014 - July 2014
Citigroup April 2001 - March 2014
Goldman Sachs Asset Management January 2000 - March 2001
JP Morgan January 1998 - January 2000
i-flex solutions April 1993 - December 1997
Mastek Ltd. April 1992 - April 1993
Old Village Industries Ltd. April 1990 - March 1992
Tondon Garments Ltd. March 1989 - April 1990
Skills
Risk Management, IT Strategy, Business Process..., CRM, Requirements Gathering, Project Management, Outsourcing, Financial Services, Program Management, Credit Risk, Project Planning, Management, PMO, Leadership, Integration, SDLC, ITIL, Team Management, Banking, Solution Architecture
Education
Stevens Institute of Technology 2006 — 2008
MS, Information System
National Institute of Information Technology 1989 — 1991
Post-Graduate Diploma, Information Technology
Delhi University 1984 — 1988
Bachelors, Economics & Mathematics
Kendriya Vidyalaya, Sector 8, R. K. Puram, New Delhi
Freelance Writer; self employed May 2011 - Present
JP Morgan June 1987 - 1997
Skills
Content Writing, Copywriting, Writing fiction and..., Attention To Detail, Writing, Editing, Blogging, Proofreading, Social Networking, natural beauty expert, organic beauty expert, Organic Products, Green Living, Press Releases, Creative Writing, Copy Editing, Newsletters, Books, Public Speaking, Photoshop, Marketing Strategy, Proposal Writing, Social Media, Editorial, Magazines, Teaching, Web Content, Brochures, Customer Service, Ghostwriting, Research, Publishing, Freelance Writing, Ebooks, PowerPoint, Microsoft Office, Content Management, Book Reviews, Picture Books, Fiction Writing, Non-fiction, Short Stories, Memoir, Historical Fiction, Storytelling, Journalism, Newspapers, Magazine Articles, Published Author, Fiction
Education
Delaware Technical and Community College-Stanton-Wilmington
Certificate, Foods, Nutrition, and Wellness Studies, General
Delaware Technical and Community College-Stanton-Wilmington
Diploma, Natural Health and Healing
Institute of Children's Literature 2011 — 2012
Diploma, Writing for Magazine Markets - Advanced course
Institute of Children's Literature 2009 — 2011
Diploma, Writing for Children and Teenagers, Writing children's stories
Delaware Technical and Community College-Stanton-Wilmington
Diploma, Writing for Internet Markets
State Street April 2011 - Present
State Street March 2007 - March 2011
JP Morgan December 2005 - March 2007
Cenveo September 2003 - December 2005
IBM December 2000 - May 2002
Skills
Essbase, Lotus Notes, Microsoft Excel, SAP, PeopleSoft, Microsoft Office, Oracle Discoverer, CSS, PowerPoint, SAP R/3, Excel, ADP Payroll, ReportSmith, Lotus 123, HTML, khalix, Oracle Financials, Lawson, Crystal Reports, phpMyAdmin, Dreamweaver, Arabic, Hungarian, Longview, Hyperion, Oracle E-Business Suite, Accounts Payable, Analysis, Finance, Business Analysis, Financial Analysis, Accounting, Financial Reporting, Process Improvement, Corporate Finance, Financial Modeling, Business Process..., Account Reconciliation, Forecasting
Education
Harvard Extension School 2005 — 2005
Information Technology, A
Corvinus University of Budapest 1995 — 2001
Master's Degree, International Economics, A
Accenture Interactive July 2014 - Present
Acquity Group January 2014 - July 2014
Acquity Group April 2012 - December 2013
JP Morgan July 2007 - April 2012
J.P. Morgan May 2005 - July 2007
J.P. Morgan July 2004 - May 2005
Skills
Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Vendor Management, Visio, Program Management, Project Management, Software Project..., Job Coaching, Digital Marketing, Mobile Applications, Mobile Technology, Functional Analysis, Rapid Prototyping, Mobile Marketing, Mobile Payments, Mobile Design, Agile Project Management, Agile Methodologies, Business Requirements, User Acceptance Testing, PMO, Management, Strategy
Education
DePaul University 2014 — 2014
Interactive Marketing Certificate Program, Driehaus College of Business, Kellstadt Marketing Center
Indiana University Bloomington 2000 — 2004
Business, Business Process Management and Operations Management
AOL July 2012 - Present
AOL December 2011 - January 2013
AOL October 2009 - December 2011
AOL LLC May 2005 - September 2010
JP Morgan November 2003 - May 2005
Jefferies & co June 2001 - May 2003
Credit Suisse First Boston July 1999 - June 2001
Skills
Financial Analysis, E-commerce, Negotiation, Yield Management, Online Advertising, Corporate Development, Financial Modeling, Strategic Partnerships, M&A experience, Valuation, Digital Media, Competitive Analysis, Mobile Devices, Digital Strategy, Business Development, New Media, Analytics, Product Management, Mobile Advertising, Content Strategy, CRM, Integrated Marketing
Education
Dartmouth College 1995 — 1999
BA, Economics
JP Morgan January 2011 - Present
Skills
J2EE, SOA, microservices, Software Design Patterns, RESTful architecture, UX, UI, Mobile Application..., TDD, Continuous Integration, Agile Methodologies, Scrum, Spring Framework, Spring MVC, Spring Integration, Spring Batch, Sencha, ExtJS, Sencha Touch, FitNesse, Selenium Testing, Team Leadership, Offshore Team Leadership, Mentoring, Teaching
Education
De La Salle University
MSFE, Financial Engineering
University of the Philippines
BSChE, Chemical Engineering
AT&T August 2012 - Present
AT&T July 2007 - August 2012
JP Morgan June 2006 - July 2007
Aegis Telecommunications June 2004 - June 2006
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Call Centers, Customer Service, Analysis, Strategic Planning, Microsoft Word, Process Improvement, Telecommunications, Customer Satisfaction, Customer Experience, Vendor Management, Cross-functional Team..., Leadership Development, Customer Retention, Team Building, Coaching, Team Leadership, Direct Sales, Sales, Performance Management, Operations Management, Training, Project Management, Change Management
Education
Crowder College 2014 — 2016
Associate's degree, Business Administration and Management, General, Sophmore
Mclennan Community College 1996 — 1999
General Studies, Business Administration and Management, General
La Vega High School 1995 — 1996
Advanced Diploma, General Studies
Colonnade Advisors LLC April 2000 - Present
JP Morgan 1993 - 1999
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, ME
Dartmouth College 1988 — 1992
BA BE, Engineering
jp morgan April 2012 - Present
jp morgan June 2007 - Present
jp morgan June 2007 - Present
HCR ManorCare May 2003 - January 2011
Resurrection Health Care June 2000 - April 2003
Skills
Unix, Software Documentation, Testing, Healthcare, Process Improvement, Business Analysis, Visio, SharePoint, Nursing, Requirements Analysis, Quality Assurance, SDLC, Microsoft Office, Access, Vendor Management, Databases, Requirements Gathering, Disaster Recovery, Program Management, Risk Management, IT Strategy, Microsoft Excel, User Acceptance Testing, Microsoft Word, ITIL Certified
Education
DePaul University 2006 — 2008
BS, Math and Computer Science
DePaul University 2005 — 2008
Bachelor of Applied Science (BASc), Math and Computer Science
J.P. Morgan July 2013 - Present
Canadian Blood Services May 2012 - August 2012
Dalhousie University May 2012 - August 2012
JPMorgan Chase September 2011 - December 2011
MARIN January 2011 - April 2011
JP Morgan June 2010 - August 2010
JP Morgan June 2009 - August 2009
Skills
Operations Research, Arena Simulation..., Linear Programming, VBA, Industrial Engineering, Data Analysis, Microsoft Excel, Minitab, Optimization, Project Management, Microsoft Office, Simulations, Regulatory Analysis, Statistical Modeling, Technical Writing, Integer Programming, Python, Probability, Mathematics, C, Metaheuristics, Nonlinear Optimization, Discrete Event...
Education
Dalhousie University 2008 — 2013
Bachelor of Science (BSc), Industrial Engineering
Watchung Hills 2004 — 2008
J.P. Morgan June 2013 - Present
J.P. Morgan Asset Management May 2011 - May 2013
JP Morgan June 2008 - May 2011
Denison University March 2006 - December 2006
Skills
Analysis, Asset Management, Banking, Credit, Fixed Income, Management, Marketing, Mutual Funds, Portfolio Management
Education
Denison University 2003 — 2007
Livingston International November 2012 - Present
Livingston International April 2012 - March 2013
JP Morgan January 2010 - October 2012
JPMorgan July 2005 - January 2010
Carhartt 1995 - 2005
Skills
Customs Regulations, Process Improvement, International Trade, Supply Chain, Supply Chain Management, Trade Compliance, Operations Management, Logistics, Analysis, Business Analysis, Strategic Planning, Project Management, International Logistics, Import, Change Management, Auditing, Continuous Improvement, Training, Business Process..., Transportation, Internal Audit, International Business, Export, Quality Assurance, Logistics Management, NAFTA, Risk Management, Shipping, Supply Management, Freight
Education
Davenport University 2001 — 2004
Bachelors, International Trade
Hewlett-Packard January 2015 - Present
Hewlett-Packard January 2011 - Present
Intuit January 2003 - June 2006
Intuit January 2000 - July 2002
Intuit October 1998 - January 2000
Bain & Company January 1997 - January 1998
JP Morgan October 1991 - June 1995
Member Unites States Ski Team 1984 - 1989
Education
Harvard Business School 1995 — 1997
Masters, Business Administration
Dartmouth College 1988 — 1991
Bachelor of Arts, Economics
GMVS
Kellogg School of Management November 2013 - Present
JP Morgan February 2011 - November 2013
Northwestern Mutual January 2009 - October 2010
Northwestern Mutual May 2008 - January 2009
Turner Financial 2007 - 2008
Skills
Securities, Social Media Marketing, Marketing Communications, Brand Management, Marketing Strategy, Microsoft Excel, Social Networking, Investments, Social Media, Banking, Relationship Management, Strategic Financial..., Financial Services, Business Development, Strategy, Marketing, Market Research, Private Banking, Financial Advisory, Customer Service
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Marketing; General Management
University of Illinois at Urbana-Champaign 2003 — 2007
BA, French Studies
Institut catholique de Paris 2006 — 2006
French Studies
Loyola Academy 1999 — 2003
Day Pitney November 2014 - Present
University of Connecticut School of Law 2008 - Present
Bingham McCutchen LLP September 2005 - November 2014
U.S. Court of Appeals, Second Circuit 2004 - 2005
Marsh & McLennan Securities 1998 - 2001
Cayuga Radio Partners 1992 - 1997
JP Morgan August 1983 - May 1992
Mobil Corporation 1980 - 1980
Education
The University of Connecticut School of Law 2001 — 2004
J.D., Law
The Tuck School of Business at Dartmouth 1981 — 1983
M.B.A., Finance
Dartmouth College 1977 — 1981
A.B., Government
Brophy College Preparatory 1973 — 1977
J.P. Morgan April 2014 - Present
J.P. Morgan April 2013 - March 2014
JPMorgan May 2010 - March 2013
JP Morgan January 2007 - May 2010
J.P. Morgan July 2005 - December 2006
A.T. Kearney January 2000 - June 2003
Skills
Capital Markets, Investment Banking, Investments, Emerging Markets, Equities, Business Strategy, Multicultural, Management Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2003 — 2005
MBA
Fundação Getulio Vargas 1996 — 1999
BA
Kohlberg Kravis Roberts & Co. November 2004 - June 2014
JP Morgan August 2003 - October 2004
Wells Fargo October 1997 - May 2001
Emery Worldwide July 1996 - October 1997
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Private Equity, Financial Analysis, Capital Markets, Due Diligence, Investments, Alternative Investments, Fixed Income, Bloomberg, Finance, Hedge Funds, Equity Research, Mergers & Acquisitions, Equities, Business Strategy
Education
The Wharton School, University of Pennsylvania 2001 — 2003
MBA
Cornell University 1992 — 1996
BS
JP Morgan May 1999 - Present
ICF International 1994 - 1996
Education
University of Oxford 1996 — 1998
MS/MBA, Biology, Business Admin
Cornell University 1990 — 1994
BS, Biology
Choate Rosemary Hall 1987 — 1990
Bloomingdale School Of Music 2015 - Present
Barclays Capital May 2011 - Present
Royal Bank of Canada July 2009 - June 2011
JP Morgan July 2008 - July 2009
CapitalSource March 2005 - June 2006
Corporate Executive Board 2001 - 2005
Corporate Executive Board 2000 - 2001
Skills
Investment Banking, High Yield, Financial Modeling, Leveraged Finance, LBO, Capital Markets, Fixed Income Research, Industrial Chemicals, Strategic Planning, Strategy, Distressed M&A, Corporate Finance, Financial Analysis, Equity Valuation, Distressed Debt, Debt Restructuring, Impact Investing, Transaction Experience, M&A Advisory Services, Strategic M&A, M&A Modeling, M&A execution, Leveraged Lending, High Yield Bonds, Relative Value Trading, Precedent Transactions, SOTP, Comparable Analysis, DCF Valuation, Commodity Chemicals, Aromatics, Olefins, Business Strategy, Strategic Growth..., financial planning and..., Business Analysis, Forecasting, Strategic Financial..., Valuation, Mergers & Acquisitions, Due Diligence, Corporate Development, Investments, Early Stage Investment, Private Equity, Finance
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
MBA, Finance/Investment Banking
University of Pittsburgh 1996 — 2000
Business
JP Morgan February 2010 - Present
Citigroup June 2001 - February 2010
NASDAQ March 2000 - December 2000
Chicago Mercantile Exchange January 1999 - February 2000
Ameritech January 1998 - December 1998
Skills
Trading Systems, Derivatives, Equities, Electronic Trading, Market Data, Equity Derivatives, Asset Management, Trading, Capital Markets, Fixed Income, Middle Office, Investment Banking
Education
Stevens Institute of Technology 2005 — 2007
MS, Information Science
University of Delhi 1987 — 1990
BS, Physics
Microlease February 2014 - Present
Neustar February 2011 - January 2014
Airvana March 2002 - February 2011
BlueStar Solutions / eOnline September 1999 - March 2002
Origin Technology (M) Sdn Bhd February 1998 - September 1999
Nortel Networks 1991 - 1998
JP Morgan July 1986 - June 1989
Skills
Product Marketing, Product Management, Start-ups, Wireless, Enterprise Software, Channel, Cloud Computing, SaaS, Professional Services, Telecommunications, Go-to-market Strategy, Business Development, Management, Direct Sales, Selling, CRM, Sales Operations, Strategy
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
Cornell University 1982 — 1986
BA
Gettysburg College
Gettysburg College
Chiarelli and Company, LLC May 2014 - Present
Sanuwave, Inc. February 2013 - April 2014
Auriga USA, LLC 2011 - January 2013
Chiarelli Healthcare Select Fund March 2011 - June 2011
Chiarelli & Company, LLC April 2009 - March 2011
Clarent Hospital Corporation April 2001 - October 2009
Wall Street Access July 2007 - September 2008
Oppenheimer & Co August 2003 - October 2005
Blaylock & Partners January 2002 - February 2003
JP Morgan February 1995 - February 2001
Skills
Research, Equities, Series 7, Hedge Funds, Equity Research, Capital Markets, Securities, Fixed Income, Investments, Alternative Investments, Series 63
Education
Cornell University - S.C. Johnson Graduate School of Management 1993 — 1993
Manhattan College
BBA
University of Hawaii - Shidler College of Business
MBA
MB Financial Bank March 2014 - Present
MB Financial Bank March 2008 - March 2014
MB Financial Bank August 2004 - March 2008
JP Morgan 1998 - 2004
Skills
Asset Allocation, Wealth Management, Investments, Investment Advisory, Portfolio Management, Investment Management, Asset Management, Estate Planning, Trust Services, Strategic Financial..., Financial Planners, Financial Planning, Wealth Management..., Investment Strategies, Alternative Investments, Banking, Financial Analysis, Insurance Planning, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA, Finance
University of Michigan 1992 — 1996
Bachelor of Arts (B.A.), Economics
JPMorgan Chase November 2013 - Present
JP Morgan Chase April 2011 - November 2013
TEK Systems November 2010 - April 2011
JP Morgan 2008 - 2009
JP Morgan 2007 - 2008
JP Morgan 2002 - 2007
IBM 1999 - 2002
Skills
Program Management, PMP, SDLC, Project Management, Microsoft Project, ITIL, Process Improvement, PMO, Negotiation, Change Management, Visio, Vendor Management, Data Center, IT Management, Business Analysis, Outsourcing, Workshop Facilitation, Risk Management, Integration, Disaster Recovery, Team Building, Financial Services, System Deployment, Business Process..., Management, Performance Metrics, Strategy, SAN, Servers, Budgets, Operations Management, CRM, IT Operations, Telecommunications
Education
DePaul University
Master of Business Administration, Marketing
DePaul University
Bachelor of Arts, Psychology
Roosevelt University
Completed graduate classes in Psychology
JP Morgan June 2001 - July 2006
ABN AMRO SEC. 1995 - 2001
Education
DePaul University 1985 — 1987
BNY Mellon May 2013 - Present
JP Morgan February 2008 - May 2013
UBS June 2006 - December 2007
Citco Fund Services 2005 - 2006
Accenture 1998 - 2005
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance, Accounting
Cornell University 1994 — 1998
BS, Mechanical and Aerospace Engineering
IBM 2012 - Present
Platform Computing, an IBM company June 2011 - 2012
JP Morgan May 2010 - November 2011
Platform Computing July 2007 - August 2010
Platform Computing August 2004 - July 2007
Platform Computing November 1998 - August 2004
Skills
Distributed Systems, Grid Computing, High Performance..., Cloud Computing, Big Data
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
Queen's University 2007 — 2009
MBA, Joint MBA degree program with Cornell University
Peking University 1995 — 1998
MS, Computer Science
Jilin University 1991 — 1995
BS, Computer Science
PEAK6 Investments LP April 2012 - Present
OptionsHouse March 2011 - April 2012
JP Morgan November 2007 - March 2011
RadioShack July 2003 - September 2007
United Beverage Co February 2001 - June 2003
Dillard's Inc June 2000 - February 2001
Bibb and Associates Inc. May 1998 - April 2000
Skills
Software Quality..., Unix, Test Planning, Software Project..., Change Management, Linux, Web Testing, Project Management, SQL, Software Installation, Agile Methodolgy, Distributed Systems, Systems Analysis, System Design, Git, Integration Testing, PostgreSQL, Github, Load Testing, TCP/IP, UDP, Regression Testing, Disaster Recovery, Risk Management, Java, Groovy, Web Services, JSON, JavaScript, SDLC, Trading Systems, XML, Electronic Trading, Banking, IVR, Infrastructure, Redis, UAT coordination, C++, Equity Trading, Options, Stock Trading, Unit Testing, XHTML, Manual Testing, Sales, Customer Service, ACH, MongoDB, QA
Education
DePaul University 2008 — 2011
M.S. Business Information Technology, Kellstadt Graduate School of Business, College of Computing, 3.485
DePaul University 2003 — 2007
B.S., Information Technology
Johnson County Community College 1996 — 2003
Liberal Arts
Bishop Miege High School 1994 — 1998
Diploma, College prep
CACI International Dir. Special Mission SystemsUS Army2005 - Present
JP Morgan 1984 - 2010
Education
Cornell University
USA CGSC
Buckeye Union High School August 2011 - Present
Youngker High School August 2008 - August 2011
JP Morgan July 2001 - October 2006
Morgan Stanley 1997 - 2000
Skills
Mathematics, Access, Research, Quantitative Analytics, Instructional Design, Finance, Data Analysis, Strategic Planning, Curriculum Design, E-Learning, Microsoft Word, Educational Leadership, Teaching, PowerPoint, Microsoft Excel, Microsoft Office, Curriculum Development, Business Analysis, Instructional Technology, Statistics, Staff Development
Education
DePaul University 2007 — 2008
Masters of Arts, Mathemetics Education
Illinois Institute of Technology
Master of Science, Financial Markets
DePaul University
BS, Finance
Chesapeake Partners AssociateJ.P. Morgan Securities, Inc.2003 - 2005
JP Morgan 2003 - 2005
Arthur Andersen 1998 - 2001
Education
Cornell University - Johnson Graduate School of Management
Wellington Management March 2009 - Present
Goldman Sachs September 1998 - March 2009
Deutsche Bank Securities June 1997 - August 1998
JP Morgan March 1996 - May 1997
Genesis Merchant Group Securities June 1993 - 1996
Education
Cornell University - Johnson Graduate School of Management 2001 — 2003
MBA
University of Vermont 1983 — 1987
BA, Political Science
JP Morgan 2004 - Present
JPMorgan Chase January 1998 - Present
First Congregational Church of Glen Ellyn 2011 - 2014
Four Winds Waldorf School 2003 - 2005
NCR June 1996 - January 1998
Axiohm January 1995 - September 1995
NCR June 1992 - December 1994
Lockheed Sanders 1985 - 1990
Skills
Team Management, Product Development, Payments, Project Management, Business Analysis, Product Management, Contract Negotiation, Marketing, Financial Services, ACH, Banking, Treasury Services, Treasury Management, Portfolio Management, Cash Management, Competitive Analysis, Program Management, Credit Cards, Business Requirements
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Marketing
University of Michigan 1983 — 1985
A.B, Economics
Western Michigan University 1981 — 1983
Portage Northern High School 1978 — 1981
SaaSco Holdings October 2013 - Present
HealthConnect Systems April 2001 - January 2013
JP Morgan 1999 - 2002
Donaldson, Lufkin & Jenrette January 1995 - January 1998
Smith Barney September 1987 - May 1995
Skills
Business Strategy, SaaS, Due Diligence, Executive Management, Sales Management, Product Development, Acquisition Integration, Investment Banking, Financial Analysis, Corporate Finance, Angel Investing, Finance, Leadership, Management, Acquisitions, Healthcare Information..., Mergers & Acquisitions
Education
Cornell University - S.C. Johnson Graduate School of Management 1989 — 1990
MBA, Business
Cornell University 1983 — 1987
BS, Industrial Engineering
Mizuho Securities USA Inc. April 2013 - Present
Mizuho Securities USA 2005 - Present
JP Morgan 2003 - 2005
Bank One 1998 - 2003
Education
DePaul University 2001 — 2003
Master of Business Administration (MBA), Marketing
Indiana University Bloomington 1991 — 1995
Economics
Wetherby Asset Management 2005 - Present
BW Capital Partners August 1998 - May 2005
Rudick Asset Management May 1997 - July 1998
BW Capital Partners May 1995 - April 1997
JP Morgan October 1984 - April 1995
Skills
Asset Allocation, Asset Managment, Hedge Funds, High Net Worth..., Private Wealth..., Holistic Financial...
Education
Dartmouth College 1977 — 1981
BA, Government and History
Tufts University 1982 — 1984
Masters, International Relations
SAB Capital May 2003 - December 2008
The Carlyle Group August 1999 - May 2003
JP Morgan September 1997 - August 1999
Education
Dartmouth College 1993 — 1997
AB, Religion
Farallon Capital Management August 2011 - Present
JP Morgan June 2009 - June 2011
Education
Cornell University 2005 — 2009
Economics
At Large July 2015 - Present
Southern Trust Securities January 2013 - November 2013
Gleacher & Company September 2011 - January 2013
MF Global June 2007 - October 2010
Bank of America February 2003 - June 2006
JP Morgan January 1994 - February 2003
Skills
Fixed Income, Trading, Options, Financial Markets, Finance, Structured Finance, Management, FINRA, MBS, Rates, Strategic Planning, Sales, Accounting, Equities, Sales Process, Bloomberg, Series 63, Commodity, Bonds, Electronic Trading, Capital Markets, Asset Management, Asset Managment, Trading Systems, Financial Modeling, Hedge Funds, Series 7, Investments, Securities, Business Strategy, Alternative Investments, Investment Banking, High Yield, Business Development, Treasury, Portfolio Management, Risk Management, Derivatives
Education
DePaul University 1978 — 1982
BS
TIAA-CREF February 2011 - July 2014
JP Morgan April 2008 - February 2011
Banc of America Investment Services, Inc. January 2005 - April 2008
Fidelity Investments October 1997 - December 2004
Skills
Capital Markets, Hedge Funds, Securities, Series 7, Equities, Fixed Income, Mutual Funds, Series 63, Wealth Management, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Asset Management, Investment Management, Financial Services, Series 24, Bloomberg, Investment Strategies, Risk Management, Banking, Strategic Financial..., Retirement Planning, Investment Advisory, Private Banking, Wealth Management..., Trading, Derivatives, Financial Planning
Education
Curry College
Bachelor of Arts (B.A.)
Deloitte Tax LLP April 2015 - Present
Deloitte Tax LLP September 2013 - April 2015
Deloitte Tax LLP September 2010 - August 2013
Deloitte Tax LLP October 2008 - September 2010
JP Morgan 2002 - 2004
Education
Michigan State University College of Law 2005 — 2008
Juris Doctor
Cornell University - Johnson Graduate School of Management 2000 — 2002
MBA
U.S. Department of Housing and Urban Development September 2011 - Present
Goldman Sachs March 2007 - September 2009
JP Morgan November 2002 - February 2007
NYSE Euronext June 1999 - August 1999
Skills
Financial Analysis, Financial Modeling, Analysis, Management, Public Speaking, Data Analysis, Finance, Valuation, Corporate Finance, Private Equity, Real Estate, Federal Government, Microsoft Excel, Budgets, Strategic Planning, Auditing, Leadership, Program Management, Risk Management, Asset Management, Microsoft Office, Managerial Finance, Project Management
Education
University of Michigan 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Cornell University 1998 — 2002
Bachelor of Arts (B.A.), Chemistry
JP Morgan 2010 - Present
Banco Latinoamericano de Exportaciones (BLADEX) 2008 - 2009
Citigroup - Markets and Banking, Latin America April 2004 - June 2008
Citigroup - Private Bank, Latin America November 2003 - March 2004
Citibank Venezuela July 1996 - November 2003
Procter & Gamble Latin America July 1993 - June 1996
Skills
Strategy, Mergers & Acquisitions, Management, Risk Management, Corporate Finance, Financial Analysis, Capital Markets, Finance, Portfolio Management, Strategic Planning, Wealth Management, Mergers, Banking, Business Planning, Project Planning, Investment Banking, Leadership, Financial Institutions
Education
Cornell University - Johnson Graduate School of Management 1991 — 1993
MBA
Universidad Metropolitana (VE) 1982 — 1987
Civil Engineer
Yardley Partners January 2014 - Present
Western Union May 2013 - January 2014
Western Union December 2011 - April 2013
Western Union September 2006 - November 2011
Yardley Partners February 2004 - August 2006
Bank of Tokyo-Mitsubishi January 1999 - January 2004
BankBoston April 1997 - December 1998
JP Morgan November 1985 - March 1997
Skills
Financial Services, Risk Management, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Internal Audit, Financial Risk, AML, Banking, Due Diligence, Operational Risk..., Management, Auditing, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Sarbanes-Oxley, Fraud, Corporate Finance
Education
Rider University 1970 — 1973
Bachelor of Science (B.S.), Accounting and Finance
Cornell University - Johnson Graduate School of Management
Cornell University - Johnson Graduate School of Management
JP Morgan September 2008 - Present
Bear Stearns June 2006 - September 2008
Altria Corporate Services June 2004 - June 2006
Altria 2003 - 2006
Nabisco February 1999 - June 2004
Nabisco February 1986 - January 1999
Beneficial Data Processing October 1978 - February 1986
Skills
Vendor Management, ITIL, Integration, Cross-functional Team..., Disaster Recovery, IT Strategy, Data Center, Information Technology, Technical Support, Requirements Analysis, IT Management, Business Process, Project Management, Mainframe, Management, SDLC, Change Management, Infrastructure, Business Analysis, Operating Systems, Business Intelligence, Mergers & Acquisitions, Leadership, Enterprise Architecture, Project Planning, PMP, Visio, Process Improvement, Program Management, Incident Management, Hardware
Education
County College of Morris 1975 — 1977
AAS, Computer Science
JP Morgan Chase 2010 - Present
Citigroup June 2006 - March 2009
JPMorgan June 2000 - June 2006
JP Morgan 1982 - 2000
Education
Fairleigh Dickinson University 1985 — 1987
Executive MBA, Finance / Business Administration
Dartmouth College 1978 — 1982
Hunt Oil Company July 2013 - October 2014
JPMorgan May 2008 - August 2010
JPMorgan Chase 2008 - August 2010
JP Morgan 2006 - August 2010
EMC Mortgage Corporation, subsidisary of Bear Stearns 2006 - August 2008
Bear Stearsn / EMC Mortgage, a JP Morgan Chase Company (Heritage Bear Stearns) 2006 - August 2008
EMC Mortgage Corp. a division of JPMorgan Chase a former division of Bear Stearns 2006 - August 2008
Bear Stearns/EMC Mortgage Corp. 2006 - June 2008
Bear Stearns July 2006 - May 2008
Dallas Police Department August 1970 - September 2006
Skills
Security, Investigations, Change Management, Private Investigations, Fraud, Enforcement, Risk Assessment, Corporate Security, Criminal Investigations, Security Management, Internal Investigations, Investigation, Crisis Management, Physical Security, Business Continuity, Policy, Employee Relations, Surveillance, Background Checks, Security Audits, Police, Risk Management
Education
Dallas County Community College
DDG, Inc. May 2013 - Present
Wells Fargo Bank February 2011 - May 2013
JP Morgan June 2008 - February 2011
Citi May 2002 - June 2008
ABN AMRO Bank N.V. October 1996 - May 2002
The First National Bank of Chicago June 1995 - October 1996
Skills
Wealth Management, Credit Analysis, Series 7, Commercial Banking, Commercial Lending, Banking, Loans, Finance, Wealth, Securities, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2002
MBA with Distinction, Finance
Northern Illinois University 1990 — 1995
BS, Finance
YesGraph 2015 - Present
Freelance 2015 - Present
Kabam June 2013 - December 2014
McKinsey & Company 2011 - 2013
Telopea Capital Partners August 2010 - September 2010
JP Morgan June 2010 - August 2010
Bay Grove Capital LLC January 2010 - March 2010
Skills
Management Consulting, Strategy, Analysis, Analytics, Product Management, Financial Modeling, Monetization, Game Design, Entrepreneurship, Competitive Analysis, Production Planning, Start-ups
Education
Dartmouth College 2007 — 2011
Bachelor of Arts, Economics, Asian Middle Eastern Studies, Japanese
Western Canada High School
Northern Trust May 2009 - Present
JP Morgan March 1987 - April 2009
JPMorgan Chase March 1987 - March 2009
Bank One 1996 - 2004
JPMorgan Chase Bank, N.A. March 2000 - March 2003
Swiss Bank/UBS September 1988 - March 1996
Chicago Board Options Exchange April 1984 - June 1988
Skills
Financial Modeling, COBOL, Interest Rate..., Crystal Reports, Trading Systems, Fixed Income, Business Analysis, Derivatives, SDLC
Education
DePaul University 1984 — 1988
BA, Computer Science
OrbiMed Advisors October 2011 - Present
Archer Capital Management, L.P. September 2010 - September 2011
Clearlake February 2008 - September 2010
GSC Group 2000 - 2008
JP Morgan June 1998 - June 2000
Education
Dartmouth College 1994 — 1998
Bachelor of Arts (BA), Economics and Math
Milton Academy 1989 — 1993
High School, NA
St. Annes 1979 — 1989
Bachelor of Arts (B.A.), Economics
Consonance Capital Partners 2011 - Present
CCMP Capital Advisors, LLC 2000 - 2011
JPMorgan Partners 2000 - 2006
Morgan Stanley 1999 - 2000
JP Morgan 1996 - 1999
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA
Dartmouth College 1987 — 1991
AB, Philosophy
Garrett Asset Management January 2009 - Present
Asset Alliance January 2009 - Present
Montclair State University August 2012 - July 2015
Hedge Harbor March 2008 - January 2009
Asset Alliance February 2003 - January 2009
Merrill Lynch Investment Managers January 2000 - February 2003
Deutsche Bank 1995 - 1999
JP Morgan 1993 - 1994
Salomon Brothers 1990 - 1993
First Boston 1990 - 1990
Skills
Hedge Funds, Fixed Income, Alternative Investments, Trading, Portfolio Management, Asset Management, Derivatives, Financial Markets, Equities, Commodity, Portfolio Optimization, Risk Management, Investments, Market Risk, Managed Futures, Investment Management, Quantitative Analytics, Capital Markets, Investment Strategies, Emerging Markets, Fund Of Funds, Hedging, Technical Analysis, Finance, Trading Systems, Asset Allocation, Structured Products, Quantitative Finance, ETFs, Credit Derivatives, Trading Strategies, Financial Risk, Private Equity, Mutual Funds, Options, Quantitative Investing, Credit Risk, MBS, Statistical Modeling, Investment Banking, Structured Finance, Global Macro, ETF structuring, Commodities Trading, Internet of Things, Mobile Applications, Android Development, Web Design
Education
University of Michigan 1974 — 1982
PhD, Mathematical Psychology
University of Michigan 1974 — 1976
MA, Mathematics
Dartmouth College 1968 — 1972
AB, Mathematics
Walter Johnson High School 1964 — 1968
Cardinal Health August 2010 - Present
Cardinal Health 2005 - August 2010
Cardinal Health PR December 2005 - September 2008
Johnson & Johnson 1995 - 2005
Reckitt & Colman 1994 - 1995
Reckitt Benckiser 1993 - 1995
L&F Products 1991 - 1995
JP Morgan 1986 - 1989
Skills
Market Development, Healthcare, Marketing Strategy, Global Marketing, Competitive Analysis, Product Development, New Business Development, Product Launch, Sales Management, Business Strategy, Business Planning, Managed Care, Product Marketing, Business Development, Pharmaceutical Industry, Start-ups, Account Management
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Marketing
Dartmouth College 1982 — 1986
BA, History
Bank of America April 2014 - Present
JP Morgan October 2012 - March 2014
Goldman Sachs May 2004 - September 2012
MMA 1997 - 1999
Education
Stanford University
Cornell University 1985 — 1989
Bachelor of Science (BS), Mechanical Engineering
Fidelity Worldwide Investment January 2015 - Present
Fidelity Investments March 2011 - December 2014
Fidelity Investments 2005 - 2011
SAC Capital Management 2002 - 2005
JP Morgan 1999 - 2001
Goldman Sachs 1987 - 1999
Skills
Series 7, Securities, Equity Trading, Equities, Asset Managment, Hedge Funds, Bloomberg, Trading, Fixed Income, Series 63, Alternative Investments
Education
Dartmouth College 1982 — 1986
AB
Avon Old Farms
PNC January 2013 - Present
RSM McGladrey December 2004 - January 2009
JP Morgan January 1991 - December 2004
Bank One January 1991 - December 2004
Skills
Risk Management, Internal Audit, Internal Controls, Financial Risk, Banking, Sarbanes-Oxley Act, Auditing, Credit, Operational Risk..., Finance
Education
Northern Illinois University 1988 — 1990
Bachelors of Science, Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters, International Finance
Sallie Mae June 2001 - Present
Alliance Consulting Group 2000 - 2001
Towers Perrin 1988 - 2000
US Congress January 1984 - August 1986
JP Morgan August 1983 - August 1984
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA
Cornell University 1979 — 1983
BA
U.S. Government Accountability Office February 2013 - Present
U.S. Government Accountability Office October 2011 - March 2013
U.S. Government Accountability Office March 2006 - November 2011
U.S. Government Accountability Office July 1998 - April 2006
JP Morgan June 1998 - August 1998
Vermont District Court July 1995 - June 1996
Skills
Policy, Analysis, Public Policy, Policy Analysis, Government
Education
Harvard University, John F. Kennedy School of Government 1996 — 1998
M.P.P, Business and Government
Dartmouth College 1991 — 1995
A.B. with honors, Classics (Latin and Greek) and Classical Archaeology
American University Executive Program
Harvard Kennedy School Creating Collaborative Solutions Class of 2012
Harvard University, John F. Kennedy School of Government
Executive Education Certificate
Goelzer Investment Management March 2012 - Present
JP Morgan July 2002 - March 2012
JPMorgan Chase March 1992 - July 2002
Skills
Investments, Portfolio Management, Finance, Financial Advisory, Fixed Income, Wealth Management, Financial Modeling, Options, Valuation, Asset Allocation, Equities, Hedge Funds, Series 7, Asset Management, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA, Finance
Miami University 1987 — 1991
BA, Finance
Imperial Capital LLC April 2009 - Present
Coast Asset Management February 2009 - April 2009
JP Morgan June 2008 - November 2008
Bear Stearns July 1999 - May 2008
Education
Dartmouth College 1995 — 1999
Phillips Academy
Babson Capital Management January 2010 - Present
Jefferies Capital Management June 2007 - February 2010
JP Morgan Chase March 2006 - June 2007
JP Morgan Chase October 2003 - March 2006
SoundView Technology Group July 2000 - March 2002
JP Morgan August 1996 - June 2000
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance
University of Washington, Michael G. Foster School of Business 1986 — 1990
BA
Eastlink Wireless 2009 - Present
Tidnish Holdings / Bragg Group 2006 - Present
Monitor Group 1994 - 2006
Monitor Equity Advisors 2001 - 2004
JP Morgan 1999 - 1999
Imasco Limited 1995 - 1995
Education
Harvard Business School 1998 — 2000
MBA
Dalhousie University 1991 — 1995
B Comm
JP Morgan December 2009 - Present
Fifth Third Bank December 2008 - December 2009
UBS Financial Services August 2005 - October 2008
UBS Financial Services 2005 - 2007
Merrill Lynch 1997 - 2004
Education
DePaul University 1992 — 1996
BS, Management
Plain Sight Group 2011 - Present
JP Morgan 2006 - 2011
Stonewall Capital 2005 - 2005
Columbia Management 2001 - 2004
Credit Suisse 1997 - 2001
Chancellor 1984 - 1997
Bankers Trust Company 1981 - 1984
Skills
Hedge Funds, Equities, Portfolio Management, Derivatives, Asset Management, Asset Allocation, Investments, Financial Markets, Strategy, Structured Products, Start-ups, Financial Risk, Fixed Income, Management, Structured Finance, Marketing Strategy, Capital Markets, Quantitative Finance, Asset Managment, Quantitative Analytics, Fundamental Analysis, Fund Of Funds, Emerging Markets, Bloomberg, Leadership, Analysis, Alternative Investments, Investment Strategies
Education
Stanford University 1980 — 1981
MS, Operations Research
Dartmouth College 1974 — 1978
BA, Biology
Saint Albans High School 1972 — 1974
JP Morgan March 2010 - Present
VICTORIAN RESTORATIONS, LLC February 2004 - January 2008
EYE CARE OF DELAWARE January 1996 - January 1999
SIMON EYE ASSOCIATES January 1992 - January 1996
Education
Delaware State University
Business Law
Jefferies & Company 2010 - Present
TD Securities 2009 - 2010
JP Morgan 2008 - 2008
Morgan Stanley 2004 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, LBO, Corporate Finance, Equity Research, Bloomberg, Equities, DCF, Private Equity, Financial Analysis, Due Diligence, Real Estate Transactions, Leveraged Finance, M&A experience, High Yield Bonds, Financial Structuring, Emerging Markets, Equity Valuation
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA, Investment Banking Immersion
Penn State University 1999 — 2004
BS, Finance and International Business
PIMCO October 2009 - Present
Citadel Investment Group September 2005 - December 2008
JP Morgan July 2000 - March 2005
The Bank of New York June 1999 - June 2000
Bankers Trust March 1998 - June 1999
The First National Bank of Chicago (now JPMorganChase) June 1996 - February 1998
The First National Bank of Chicago (now JPMorganChase) June 1993 - June 1996
The First National Bank of Chicago (now JPMorganChase) May 1991 - June 1993
Skills
Options, Derivatives, FX Options, Capital Markets, Equities, Swaps
Education
Illinois Institute of Technology 2004 — 2004
IT Certificate: Introduction to UNIX and Shell Scripting
DePaul University 2001 — 2001
CCP Certificate: Computer Career Program
DePaul University 2000 — 2000
LAN Certificate: Local Area Network Program
Illinois Institute of Technology 1993 — 1996
MS, Financial Markets and Trading
Indiana University Bloomington 1986 — 1990
BA, Philosophy, English
PharmRight Corporation August 2013 - Present
JR Parker & Co. April 2003 - Present
Lehman Brothers February 2001 - December 2002
JP Morgan 1994 - 2001
Kidder Peabody 1985 - 1994
Skills
Strategic Planning, Financial Analysis, Accounting, Investment Banking, Private Equity, Corporate Development, Corporate Finance, Investments, Mergers, Valuation, Venture Capital, Financial Modeling, Capital Structure, Restructuring, Capital Markets, Capital Raising, Financial Structuring, Securitization, LBO, Hedge Funds, Private Placements, Structured Finance, DCF
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Accounting, Finance
Denison University 1981 — 1985
Bacherlor of Arts, Economics
Highbridge Capital Management September 2014 - Present
KKR 2011 - 2014
Caxton Associates 2010 - 2011
BlackRock 2001 - 2009
JP Morgan July 1985 - February 2001
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA, Finance
Princeton University 1979 — 1983
BSEE, Mechanical Engineering
State Farm September 2012 - Present
J.P. Morgan July 2009 - September 2012
JP Morgan March 2008 - June 2009
JP Morgan March 2007 - March 2008
JP Morgan June 2003 - March 2007
Skills
Derivatives, Options, Mergers & Acquisitions, Fixed Income, Trading, Equities, CRM, Bloomberg, Mutual Funds, Management, Banking, Portfolio Management, Securities, Credit, Financial Services, Risk Management, Investments
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Management and Strategy, Management and Organizations
DePaul University 2003 — 2006
Business Management and Development, Business Administration and Management, General
Florida State University 1994 — 1997
Undergraduate coursework
Parallax Volatility Advisers, L.P. August 2008 - Present
JP Morgan 1998 - 2008
Education
Cornell University 1997 — 1998
Master of Science (MS), Engineering
Cornell University 1993 — 1997
Bachelor of Science (BS), Engineering
Karachi American School
Anchorage Capital August 2010 - Present
Goldman Sachs 2008 - June 2010
Dartmouth College 2004 - 2008
Goldman Sachs June 2007 - August 2007
JP Morgan 2007 - 2007
Skills
Private Equity
Education
Dartmouth College 2004 — 2008
BA, Psychology
The CIM Group 2013 - Present
The Praedium Group 2010 - 2013
JP Morgan 2008 - 2010
Vintage Capital Group May 2007 - August 2007
Skills
Real Estate, Real Estate Private..., Acquistions, Valuation, Due Diligence, Modeling, Acquisitions
Education
Cornell University 2004 — 2008
B.S., Applied Economics and Management
SmartFinance LLC October 2014 - Present
Merrill Lynch July 2009 - October 2014
JP Morgan March 2008 - July 2009
Bear Stearns 1996 - 2008
Skills
Financial Technology, Banking Technologies, Credit Cards, Payments, P2P, CLO, Analytics, Pricing, Market Pricing, Structuring, CLO Structuring
Education
Cornell University
BS
Cornell University - Johnson Graduate School of Management
MBA
Social Touch Solutions October 2014 - Present
Hudson Square Research January 2009 - January 2015
SurTerre Research February 2003 - January 2009
Bear Stearns January 2001 - February 2003
JP Morgan January 2000 - December 2000
Banc of America Securities July 1998 - January 2000
Booz Allen Hamilton August 1995 - July 1998
Skills
Equity Research, Business Strategy, Management Consulting, Telecommunications, Research, Valuation, Equities, Financial Modeling, Hedge Funds, Alternative Investments, Corporate Development, Private Equity, Venture Capital, Management, Mergers & Acquisitions, Financial Analysis, Finance, Investments, Capital Markets, Corporate Finance, Asset Management, Portfolio Management, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1994 — 1995
MBA, Finance and Business Strategy
Cornell University 1993 — 1994
M Eng, Operations Research & Industrial Engineering
Cornell University 1989 — 1993
BS, Operations Research & Industrial Engineering
Aristeia Capital August 2014 - Present
Brookfield Corporate Operations November 2011 - August 2014
JP Morgan 2005 - 2011
Morgan Stanley Investment Management 2004 - 2005
BlackRock 2002 - 2004
Skills
Equities, Recruiting, Onboarding, Fixed Income, Talent Management, Human Resources, Financial Services
Education
Cornell University 1998 — 2001
Bachelors, Appiled Economics Business Management
JP Morgan 2006 - Present
Education
University of North Carolina at Chapel Hill 2002 — 2004
Masters in Library Science, Bioinformatics and Library Science
Cornell University 1997 — 2001
Bachelor of Science, Animal Science
Capital One January 2010 - Present
Wachovia/Wells July 2009 - December 2009
Blue Cross Blue Shield April 2009 - July 2009
JP Morgan October 2007 - November 2008
JP Morgan April 2007 - November 2008
GMAC December 2006 - March 2007
CitiGroup - Global Transaction Services February 2005 - July 2005
Education
Delaware State University
Master of Business Administration (MBA), Finance
Rutgers University
Bachelor, Information Technology & Informatics with
Highland Capital Management April 2008 - July 2009
Millennium Partners February 2006 - March 2008
Merrill Lynch January 1998 - February 2006
JP Morgan January 1994 - May 1996
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
MBA, Master of Business Administration
The University of Texas at Austin 1990 — 1993
Bachelor of Arts, Economics
Standard & Poor's January 2001 - Present
McGraw-Hill Financial 2001 - Present
JP Morgan 1982 - 2000
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Portfolio Management, Valuation, Financial Modeling, Capital Markets, Investments, Corporate Finance, Asset Managment, Alternative Investments, Financial Analysis, Options, Financial Markets
Education
Dartmouth College
Americas Society/Council of the Americas 2009 - Present
Citi 2008 - 2008
HSBC 2006 - 2007
Standard Bank 2005 - 2006
Banco Continental 2003 - 2005
JPMorgan Chase 1999 - 2002
Chemical Bank / Manufacturers Hanover Trust Company 1980 - 2002
JP Morgan 2000 - 2001
Education
Cornell University
TD Ameritrade December 2013 - Present
JP Morgan 1995 - July 2013
J.P. Morgan March 2000 - March 2008
Skills
Investments, Banking, Risk, Portfolio Management, Capital Markets, Financial Risk, Bonds, Fixed Income, Equities, Asset Management, Mutual Funds, Securities, Wealth Management, Series 7, Asset Allocation, Series 63, Trading
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Entrepreneurship
University of Iowa - Henry B. Tippie College of Business
BBA, Finance
JP Morgan February 2003 - Present
Chicago Housing Authority 1996 - 2003
Skills
Investment Banking, Affordable Housing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1982 — 1985
Master of Business Administration (M.B.A.), Finance/Real Estate
Illinois Institute of Technology 1974 — 1976
Master's Degree, City and Regional planning
Illinois Institute of Technology 1969 — 1974
Bachelor's Degree, Architecture
Invesco July 2012 - Present
Invesco Ltd. 2008 - November 2012
Invesco Ltd. 2005 - 2008
JP Morgan 2001 - 2005
Invesco Ltd. 1998 - 2001
Skills
Bonds, Fund Accounting, Asset Managment, Fixed Income, Fixed Income Analysis, Trading, Investments, Asset Management, Mutual Funds, Financial Analysis, Capital Markets, Investment Advisory, Bloomberg, High Yield, Portfolio Management, Securities
Education
DePaul University 1992 — 1995
BA, Economics
Certification
Registered CPA
Tyco February 2014 - Present
Tyco October 2012 - January 2014
Tyco October 2011 - October 2012
JP Morgan May 2010 - August 2010
Deutsche Knowledge Services June 2008 - July 2009
SGV & Co. (Ernst and Young) July 2004 - November 2007
De La Salle University May 2005 - September 2006
Skills
Accounting, Financial Audits, Valuation, Financial Modeling, Capital Markets, Capital Planning, Finance, Capital Budgeting, Asset Management, Mergers & Acquisitions, Investment Banking
Education
University of Virginia Darden School of Business 2009 — 2011
MBA, Corporate Finance, Asset Management and General Management
De La Salle University 1999 — 2003
BS, Accountancy & Applied Economics
OrbiMed Advisors October 2011 - Present
Archer Capital Management, L.P. September 2010 - September 2011
Clearlake Capital Management, L.P. February 2008 - September 2010
GSC Group July 2000 - February 2008
JP Morgan July 1998 - July 2000
Skills
High Yield, Alternative Investments, Hedge Funds, Private Equity, Equities, Fixed Income, Asset Managment, Valuation, Debt Restructuring, Portfolio Management, Structured Finance, Investments, Financial Structuring, Investment Banking, Capital Markets
Education
Dartmouth College 1994 — 1998
AB, Economics and Math
JP Morgan October 2014 - Present
JPMorgan Chase December 2012 - October 2014
Macquarie USA June 2009 - November 2011
Goldman Sachs January 2008 - June 2009
JPMorgan Chase July 2006 - January 2008
JPMorgan Chase & Co July 2006 - January 2008
Education
Wilmington University 2015 — 2016
Master of Business Administration (MBA), Marketing
Delaware State University 2002 — 2006
Bachelor of Science (B.S.), Management and Finance
Calpine April 2013 - Present
Constellation Energy March 2011 - December 2012
FSM Capital LP January 2009 - March 2011
JP Morgan February 2006 - September 2008
Goldman Sachs December 2003 - January 2006
Constellation Energy October 2000 - August 2003
Education
Dartmouth College
JP Morgan 2010 - Present
Inter-American Development Bank March 2007 - August 2010
J.P. Morgan September 2001 - February 2007
J.P. Morgan September 1999 - August 2001
United States Department of Treasury January 1995 - July 1999
United States Department of Treasury September 1993 - December 1994
Ministry of Finance and Economy, Republic of Albania August 1991 - August 1993
United States Department of Treasury September 1989 - August 1991
St Peter's College, University of Oxford September 1986 - February 1989
Education
Oxford University 1983 — 1988
Doctor of Philosophy (Ph.D.), International Economics, doctorate awarded Feb 1989
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), summa cum laude
JP Morgan July 2011 - Present
SID Feldman Legacy Fund January 2012 - March 2012
Chicago Cares September 2010 - June 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Research, Sourcing, Data Entry, Quality Assurance, Project Management, Social Media Marketing, Sales&Marketing
Education
DePaul University 2009 — 2012
Bachelor of Commerce, Management, Sales Leadership