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
PCC Structurals, Inc. March 2013 - Present
JP Morgan February 2011 - March 2013
Concealment Innovations February 2008 - August 2012
JGM Welding and Fabrication Inc. June 2006 - January 2009
U.S. Coast Guard June 2003 - May 2006
Skills
Contract Management, Procurement, Microsoft Office, Mac OS X, Project Execution, Change Management, Inventory Management, Risk Management, Project Management, Management, Supervisory Skills, Budgets, Project Planning, Government, Strategic Planning, Training, Recruiting, OS X, Microsoft Excel, Leadership, Team Building, Process Improvement, Program Management, Operations Management, Leadership Development, Microsoft Word, Customer Service, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master of Business Administration (MBA), Project Management and Operations Management
DeVry University 2007 — 2012
Bachelor of Science in Technical Management, Accounting
Natixis Securities Americas LLC October 2014 - August 2015
Cloud 9 Mobility April 2013 - September 2014
JP Morgan August 1993 - September 2012
Skills
Leveraged Finance, High Yield, Investment Banking, Debt, Capital Markets, Series 7, Capital Structure, Syndications, LBO, Valuation, Private Equity, Fixed Income, Equities, Credit, Corporate Finance, Financial Structuring, Bonds, Portfolio Management, Structured Finance, Alternative Investments, Emerging Markets
Education
NYU Stern School of Business 1991 — 1993
MBA, Finance
Drake University
Bachelor of Science in Business Administration, Finance, General
BioHealth Innovation, Inc. May 2013 - Present
FlowMetric, Inc August 2012 - May 2013
Sofinnova Partners October 2011 - October 2012
JP Morgan June 2011 - August 2011
IEEE January 2004 - November 2010
Johnson & Johnson September 2008 - October 2010
Centocor October 2005 - September 2008
Skills
Machine Learning, Biologics, Pattern Recognition, R&D, Pharmaceutical Industry, Oncology, Cross-functional Team..., Medical Devices, Entrepreneurship, Strategy, Lifesciences, Biotechnology, Finance, Financial Analysis, Financial Modeling, Due Diligence, Business Relationship..., Immunology, Personalized Medicine, Business Development, Leadership, Valuation, Deal Sourcing, Deal Execution, Clinical Development, Flow Cytometry, Drug Development, Venture Capital, Drug Discovery, Cancer, Mergers & Acquisitions, Commercialization, Strategic Partnerships, Business Planning, Technology Transfer, Clinical Trials, Laboratory, Start-ups, Management
Education
INSEAD 2011 — 2011
Master of Business Administration (MBA), Finance, Strategy
Drexel University 2002 — 2005
PhD, Electrical and Computer Engineering, Bioinformatics
Drexel University 1999 — 2002
MS, Computer Engineering
University of Mumbai 1995 — 1999
B.E., Engineering
COUNTRY FINANCIAL June 2011 - Present
JP Morgan September 2003 - July 2011
Charles Schwab February 1998 - 2000
Skills
Retirement Planning, Investments, Life Insurance, Strategic Financial..., Wealth Management, Retirement, Insurance, Finance, Banking, Securities, Fixed Annuities, Disability Insurance, Term Life Insurance, Asset Management, Investment Strategies, Health Insurance, Long-term Care, Portfolio Management, Employee Benefits, General Insurance, Whole Life, Long Term Care Insurance, Series 6, IRAs, Series 63, Mutual Funds, Property, 401k, Brokers, Universal Life, Financial Services, Estate Planning, Loans, Risk Management
Education
Eastern Illinois University 1988 — 1992
Marmion academy 1984 — 1988
High School
Phronesis Group June 2015 - Present
Acxiom June 2013 - April 2015
The Trust Advantage August 2011 - May 2013
TNS Custom Market Research July 2006 - June 2011
Greenwich Associates 2001 - 2006
OffRoad Capital 2000 - 2001
M&T Bank February 1991 - July 2000
JP Morgan 1983 - 1991
Skills
Executive Management, Market Research, Corporate Finance, Banking, Business Strategy, Change Management, New Business Development, Strategy, Leadership, Financial Services, Competitive Analysis, Marketing Strategy, Business Development, Segmentation, Marketing Research, CRM, Management, Finance, Portfolio Management, Marketing, Analytics, Consulting, Strategic Planning, Strategic Partnerships, Customer Insight, Financial Analysis, Digital Marketing, Due Diligence, Integrated Marketing, Cross-functional Team..., Business Planning, Research, Direct Marketing, Quantitative Research, Product Development, Negotiation, Sales, Analysis, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Duke University 1979 — 1982
Bachelor's degree Magna Cum Laude, Public Policy
TUDOR INVESTMENT CORPORATION November 2013 - Present
BNP Paribas September 2009 - Present
BNP Paribas June 2009 - September 2009
JP Morgan April 2008 - August 2008
Education
Princeton University 2008 — 2009
Master, Finance
Ecole polytechnique 2005 — 2009
master, Mathematical Engineering for Finance
Wells Fargo May 2013 - Present
University of Denver 2012 - Present
Wolf Creek Energy Partners February 2012 - May 2013
JP Morgan May 2010 - January 2012
Citigroup June 2004 - February 2010
Stein Roe Investment Counsel 2000 - 2004
Intrados Corp./Pragma Corp 1998 - 2000
Segall Bryant and Hamill 1996 - 2000
Sanford C. Bernstein 1993 - 1995
First National Bank of Chicago 1993 - 1993
Skills
Alternative Investments, Series 7, Private Equity, Hedge Funds, Asset Managment, Capital Markets, Portfolio Management, Investment Strategies, Financial Markets, Due Diligence, Options, Series 63, Hedging, Private Placements, Investor Relations, Asset Allocation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Maine South High School
University of Illinois at Urbana-Champaign
BA, Economics/Finance
Dealogic June 2007 - Present
Dealogic June 2004 - June 2007
Dealogic October 2002 - June 2004
Dealogic May 2002 - October 2002
JP Morgan June 2000 - June 2001
Skills
Capital Markets, Investment Banking, Business Strategy, Strategic Partnerships, Product Management, Analytics, Competitive Analysis, Financial Analysis, Business Planning, Strategic Planning, Budget Process, Cost Management, Vendor Relationships, Third Party Vendor..., Financial Modeling, Equities, Hedge Funds, Strategy, Analysis, Banking
Education
Duke University 1996 — 2000
BA, Economics, Psychology
Novus Partners, Inc. October 2014 - Present
Novus Partners April 2013 - September 2014
PineBridge Investments October 2011 - April 2013
JP Morgan November 2009 - October 2011
Knight Capital Group June 2008 - September 2008
Sherwin Williams June 2007 - September 2007
Skills
Equities, Hedge Funds, Investments, Management, Portfolio Management
Education
Elon University - Martha and Spencer Love School of Business 2005 — 2009
BS, Finance and Economics
Deutsche Bank August 2014 - Present
eClerx March 2013 - 2014
JP Morgan June 2007 - 2012
GHCO 2001 - 2006
GoldenBerg Heymeyer & Co 2001 - 2005
Skills
Derivatives, Equity Derivatives, Options, Trading, Trading Systems, Equities, Hedge Funds, Investment Banking, Structured Products, FX Options, Capital Markets, Financial Markets, Bloomberg, Equity Trading, Swaps, Credit Derivatives, Proprietary Trading, Middle Office, ETFs, Securities, Electronic Trading
Education
University College Dublin 2000 — 2001
MBS
Dublin Business School 1996 — 2001
BA Business Studies, business
St Michael's College 1981 — 1994
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch June 2010 - April 2013
Merrill Lynch March 2007 - June 2010
JPMorgan 1992 - 2007
JP Morgan 1992 - 2007
JP Morgan Chase 1992 - 2006
Skills
Investment Banking, Fixed Income, Equities, Performance Management, Employee Relations, Investments, Human Resources, Deferred Compensation, Management, Capital Markets, Executive Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Dickinson College 1988 — 1992
BA, Economics
Pilgrim Quality Solutions September 2015 - Present
Savi Technology, Inc. August 2010 - Present
Deltek, Inc. October 2005 - August 2010
Novell May 2005 - October 2005
Mantas March 2003 - May 2005
Bang Networks December 2001 - February 2003
Cargill Ventures/TreasuryX March 2001 - October 2001
Integral Development Corporation August 1999 - March 2001
Hyperion Solutions January 1997 - July 1999
JP Morgan May 1994 - January 1997
Skills
SaaS, Enterprise Software, Product Management, Product Marketing, Strategic Partnerships, Lead Generation, Demand Generation, Go-to-market Strategy, Marketing Strategy, Business Development, Salesforce.com, Analytics, Leadership, Business Planning, Turnaround Experience, Executive Management, Company Strategy, Strategy, Integration, Competitive Analysis, Program Management, Solution Selling, Business Strategy, Cross-functional Team..., Management, Sales Operations, P&L Management
Education
Drexel University - LeBow College of Business 1981 — 1982
B.S., Marketing
Old Dominion University - College of Business and Public Administration 1977 — 1980
Bachelor of Science (B.S.), Marketing
Account Manager in Financial Services Industry Sr. Vice President, Account ManagerConcept Capital Markets, LLCJune 2013 - February 2014
J.P. Morgan October 2008 - May 2013
JP Morgan 2008 - May 2013
Bear Stearns 2005 - 2008
Bear Stearns 2001 - 2005
Bear Stearns 2000 - 2001
Bear Stearns 1998 - 1999
Bear Stearns 1996 - 1998
Bear Stearns 1994 - 1996
Skills
Prime Brokerage, Series 63, FINRA, Corporate Actions, Securities Lending, Financial Risk, Credit, Alternative Investments, Fixed Income, Securities, Client Services, Derivatives, Equities, Options, Series 7, Hedge Funds, Financial Services
Education
East Carolina University 1986 — 1992
BS, Business Administration
Broward Sheriff's Office August 2007 - March 2011
Broward Sheriff's Office August 2005 - August 2007
Broward Sheriff's Office July 2004 - July 2005
Elite Technical December 1999 - June 2004
Robert Half International May 1999 - November 1999
JP Morgan September 1997 - April 1999
The Long Island Savings Bank, FSB April 1994 - August 1997
Skills
Recruiting, Applicant Tracking..., Human Resources, Interviews, HRIS, Personnel Management
Education
Nova Southeastern University 2007 — 2009
Master of Science, Human Resource Management
Dowling College 1993 — 1996
Bachelor, Business Management
Vanguard October 1995 - Present
JP Morgan July 1993 - October 1996
Colonial Penn Insurance June 1988 - June 1993
General Accident Insurance Company (Ja.) Limited 1984 - 1987
Skills
Process Improvement, Strategic Planning, Performance Management, Vendor Management, Change Management, Program / Project..., Product Development, Product Management
Education
Drexel University - College of Business and Administration 1992 — 1996
MBA, Finance
Prestige Affordable Housing Equity Partners April 2015 - Present
Kinsey Ventures, LLC, a Financial Services Consultant August 2014 - April 2015
Huntington Asset Services January 2013 - August 2014
JP Morgan July 2010 - January 2013
Citi February 2005 - July 2010
State Street February 2000 - April 2005
Bank of New York Mellon 1996 - 2000
Bankers Trust Company 1992 - 1996
Skills
Asset Managment, Banking, Securities, Financial Services, Fund Accounting, Fund Administration, Equities, Mutual Funds, Portfolio Management, Investments, Fixed Income, Financial Markets, Financial Analysis, Private Equity, Derivatives, Valuation, Risk Management, Wealth Management, Due Diligence, Asset Management, Business Development, Investment Management, Hedge Funds, Series 7, Alternative Investments
Education
University of Southern California 1986 — 1990
BS, Finance and Entrepreneurship
Dominican University of California 2001 — 2003
MBA, Strategic Leadership
JP Morgan September 2007 - Present
HSBC Securities August 2002 - September 2007
JP Morgan October 2001 - August 2002
UBS October 1996 - October 2001
GL Trade February 2001 - August 2001
Banc of America Securities June 1989 - October 1996
Skills
Equities, Prime Brokerage, Options, Fixed Income, Derivatives, Trading Systems, Electronic Trading, Middle Office, Asset Management, Back Office, Banking, Bloomberg
Education
Elmhurst College 1985 — 1989
TeamLogicIT LA-WestHollywood CA August 2010 - Present
Warner Music Group July 1999 - May 2010
Warner Music Group February 1999 - April 2007
Ernst & Young Consulting February 1994 - July 1999
DMR Group April 1992 - February 1994
Candle Corporation July 1989 - April 1991
JP Morgan February 1986 - July 1989
Peat Marwick September 1984 - July 1986
Skills
International Project..., System Integrators, Project Director, Project Manager / Lead, SOX Leadership, IT Outsourcing, Web project management, B2B eCommerce, B2B Integration, IT Audit, Web Project Management, Leadership, B2B, Project Management, E-commerce, Strategy, Information Technology, Sarbanes-Oxley Act, Integration, Start-ups, Budgets, Business Intelligence, IT Strategy, SDLC, Management, IT Management, Enterprise Software, Business Analysis, Business Process, Business Strategy, CRM, Vendor Management, Cloud Computing, Outsourcing, Consulting, Business Process..., Product Management, SAP, Oracle, Executive Management, SaaS, Project Portfolio..., Strategic Partnerships, Disaster Recovery, Managed Services, Networking, Cross-functional Team..., Process Improvement, Program Management, IT Service Management
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1984
MBA
Duke University 1979 — 1983
BS
West Orange High School
High School Diploma
Sancilio & company January 2015 - Present
JHP Pharmaceuticals LLC October 2013 - June 2014
ReSearch Pharmaceutical Services June 2013 - September 2013
Catalent Pharma Solutions July 2011 - May 2013
CATALENT PHARMA SOLUTIONS April 2007 - September 2011
Cardinal Health 1998 - 2007
Arthur Andersen September 1993 - May 1998
Ernst & Young 1993 - 1998
JP Morgan 1989 - 1990
Skills
Business Management, SOX, Tax, Auditing, US GAAP, Consolidation, Acquisition Integration, Executive Management, Operations Management, IFRS, Private Equity, P&L Management, Corporate Governance, Sarbanes-Oxley Act, Management, Operational Excellence, Managerial Finance, Forecasting, Internal Audit, Business Strategy, Business Planning, Due Diligence, Accounting, Leadership, Cross-functional Team..., Finance, Financial Reporting, Strategy, Mergers & Acquisitions, Financial Analysis, Manufacturing, Financial Modeling, Hyperion Enterprise, Restructuring, Corporate Finance, Business Process..., Divestitures, Cost Accounting, Financial Audits, Revenue Recognition, Process Improvement, Strategic Financial..., Treasury, M&A experience, Portfolio Management, Financial Forecasting, Sarbanes-Oxley, Variance Analysis, Budgets, SEC filings
Education
Ecole supérieure de Commerce de Reims 1989 — 1992
Master in Management, International Finance
HP April 2006 - Present
EYP Mission Critical Facilities 2006 - 2008
Bear Stearns April 2005 - April 2006
Linear Technologies 2003 - 2005
CS Technology 2000 - 2003
Constantin Walsh-Lowe 1999 - 2001
JP Morgan 1985 - 1999
Education
DeVry University 1981 — 1983
Associate's degree
Key Private Bank October 2014 - Present
Capital One July 2012 - October 2014
Wells Fargo Private Bank November 2008 - July 2012
JP Morgan February 2005 - November 2008
US Trust August 2001 - September 2004
Citi Group 1996 - 2001
Skills
Wealth Management, High Net Worth..., Investment Management, Cross Selling, Trust Services, Estate Planning, Investment Advisory, Investments, Portfolio Management, Private Banking, Trusts, Investment Strategies, Fixed Income, Relationship Management, Mutual Funds, Finance, Securities, Asset Management
Education
Wells Fargo Private Bank 2011 — 2011
Business Succession Specialist Program
Dowling College 2008 — 2010
MBA, Management - 4.0 GPA
Dowling College 1991 — 1995
BS, Finance
J.P. Morgan September 2014 - Present
J.P. Morgan August 2013 - September 2014
Drexel Dragon Fund September 2012 - March 2013
Drexel University's LeBow College of Business May 2012 - September 2012
JP Morgan March 2011 - September 2011
ALPFA DREXEL October 2010 - September 2011
CSD Sports Framing & Memorabilia August 2010 - March 2011
UBS Wealth Management April 2010 - September 2010
WIISE Institute June 2009 - August 2009
Skills
SPSS, Statistical Reporting, Oracle Financials, Bloomberg Terminal, Financial Analysis, Bloomberg, Investments, Analysis, Microsoft Excel, Valuation, Finance, Corporate Finance, Portfolio Management, PowerPoint, Microsoft Word, Equities, Research, Microsoft Office, Economics, Data Analysis
Education
Drexel University - LeBow College of Business 2008 — 2013
Bachelor of Sciences in Business Administration, Finance & Economics
Saint Viateur Abidjan 2000 — 2007
BAC C, Mathematics & Physics
AT&T August 2015 - Present
Booz Allen Hamilton October 2011 - August 2015
Radiant Systems April 2010 - March 2011
RelayHealth March 2009 - February 2010
J.P. Morgan August 2004 - February 2009
JP Morgan July 2004 - August 2008
Goodroe Healthcare Solutions March 2003 - June 2004
VHA 2002 - 2003
Skills
SSIS, Microsoft Excel, Business Intelligence, Data Warehousing, SQL, Windows Server, Databases, Microsoft SQL Server, Training, Software Development, Requirements Analysis, Access, Crystal Reports, Management, .NET, T-SQL, Microsoft Office
Education
Keller Graduate School 2009 — 2010
Masters Degree, Information Systems Management; Database Administration and Health Care Information Management
DeVry University 1996 — 1999
Bachelors, Computer Science
FMS Wertmanagement Service Company October 2013 - Present
Depfa Bank June 2011 - September 2013
JP Morgan May 2009 - October 2009
Merrill Lynch April 2002 - April 2008
Merrill Lynch December 1997 - April 2002
Education
Drew University 1992 — 1996
Bachelor of Arts, Political Science, Biology, German
JP Morgan June 2011 - Present
Merrill Lynch 2005 - August 2011
Wave Securities 2002 - 2005
Brut ECN 2000 - 2002
Bloomberg 1996 - 2000
Skills
Electronic Trading, Fixed Income
Education
Cardigan Mountain School
Earlham College
BA, Economics, German
RE/MAX Synergy December 2005 - Present
Sparx Animation, Inc November 2006 - Present
Massena Partners, LLC May 2003 - December 2011
JP Morgan July 1997 - February 2003
JP Morgan March 1994 - June 1997
JP Morgan April 1992 - March 1994
JP Morgan March 1990 - March 1992
Société Générale Corporate and Investment Banking September 1988 - March 1990
Education
Ecole Centrale Paris 1984 — 1987
Master, Engineering
Presbyterian Church (USA) June 2014 - Present
Presbyterian Church (USA) August 2005 - June 2014
NJ Audubon 1996 - 2004
JP Morgan 1989 - 1995
KPMG Peat Marwick September 1984 - June 1989
Skills
Preaching, Pastoral Care, Theology, Biblical Studies, Religion, Pastoral Counseling, Discipleship, Spiritual Direction, Liturgy, Youth Ministry, Missions, Pastoral, Church Growth, Church Events, Religious Studies, Gospel, Volunteer Management, Church Administration, Community Outreach, Nonprofits, Public Speaking
Education
Eastern University 2010 — 2013
Doctor of Ministry, Palmer Theological Seminary
Princeton Theological Seminary 2001 — 2004
MDiv
Ursinus College 1980 — 1984
BA, Economics and Business Admin
The Office of Senator Kirsten E. Gillibrand December 2013 - Present
JP Morgan April 2010 - December 2013
Sidley Austin LLP June 2008 - April 2010
Congressional Office of Representative Kirsten E. Gillibrand (NY-20) May 2007 - August 2007
London Labour Party November 2006 - December 2006
Warren County District Attorney’s Office (NY) June 2004 - August 2004
Skills
Loans, Financial Services, Fixed Income, Portfolio Management, Politics, Bonds, Financial Transactions, Cross-border..., Cross-functional..., Project Coordination, Time Management, Government, Constituent Services, Constituent Relations, Community Outreach, International Relations, Canvassing
Education
Saint Lawrence University 2004 — 2008
B.A., Government, History
East China Normal University 2007 — 2007
Chinese Studies & International Relations
Albridge, an Affiliate of Pershing March 2011 - Present
CTTR March 2008 - March 2011
Marsh October 2006 - March 2008
Comings to the Rescue February 2005 - October 2006
Societe Generale December 2000 - February 2005
Brown and Wood February 2000 - December 2000
JP Morgan July 1996 - February 2000
Credit Suisse October 1994 - May 1996
Union Bank of Switzerland October 1993 - October 1994
The Genesis Group August 1990 - October 1993
Skills
Relationship Management, Management, Team Building, Projects, System Design, SDLC, Risk Management, Project Portfolio..., Vendor Management, Business Analysis, Program Management, IT Strategy, Software Project..., Integration, MS Project, Project Management, SharePoint, Software Development, Team Management, SQL, Fixed Income, PMO
Education
Drew University 2004 — 2010
State University of New York at Stony Brook 1985 — 1988
Earth and Space Sciences - Crystallography
State University of New York College at Oswego 1981 — 1985
BS, GeoChemistry/Geology
Corinth Central 1977 — 1981
Regents
Price Waterhouse Coopers February 2011 - Present
Stiles Lake Investors March 2009 - May 2011
Happy Fish Productions January 2009 - February 2009
Access Nursing Services April 2008 - December 2008
JP Morgan September 2007 - February 2008
Integro Insurance Broker, Times March 2006 - May 2007
Harris Rothenberg August 2005 - December 2005
Phillips Van Heusen January 2005 - July 2005
COLUMBIA-PRESBYTERIAN HOSPITAL January 2004 - October 2004
INTERNATIONAL TECHNADYNE CORP April 2002 - May 2003
Skills
VBA
Education
Univ. of Miss 1980 — 1983
B.S, Computer Science
Duquesne University
J.P. Morgan August 2013 - Present
JP Morgan December 2006 - Present
National City Bank November 2004 - November 2006
Citibank 1999 - 2004
Aurora National Bank 1994 - 1999
Bank One 1989 - 1994
Skills
Wealth Management, Loans, Investments, Financial Services
Education
Eastern Illinois University 1984 — 1988
B.S., Marketing & Human Resources
Oak Park River Forest HS - Class of '84
Great Hill Partners August 2013 - Present
Qualifacts July 2014 - Present
Frontenac Company July 2009 - May 2012
JP Morgan June 2007 - July 2009
DRW Trading Group July 2005 - June 2007
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Private Equity, Corporate Finance, Strategy, Investment Banking, Valuation, LBO
Education
Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA), Finance, General
Duke University 2001 — 2005
B.A, Economics, Psychology
Indian Hill High School 1997 — 2001
Oak Hill Advisors, L.P. September 2014 - Present
Family and Children's Agency January 2005 - September 2014
Talson Partners L.P. March 2011 - August 2014
JP Morgan 1994 - 2002
Chase Manhattan Bank June 1990 - June 1992
Skills
Private Wealth..., Derivatives, Institutional Marketing, Mergers, Hedge Funds, Alternative Investments, Equities
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Finance
Hamilton College 1986 — 1990
BA, International Relations and Affairs
Century Ambulance Service, Inc. September 2012 - Present
Connemara Capital Company, LLC March 2006 - September 2012
Sentry View Systems, Inc. February 2010 - August 2012
Studios 121, Inc. November 2008 - February 2012
Rock Creek Capital March 2004 - February 2006
CLK Energy January 2003 - December 2003
Orthodontic Centers of America, Inc. January 1998 - December 2002
Barnett Banks, Inc. July 1995 - January 1998
JP Morgan July 1993 - June 1995
US Navy May 1984 - August 1991
Skills
Venture Capital, Start-ups, Due Diligence, Entrepreneurship, Financial Analysis, Mergers, Private Equity, Strategic Planning, Strategic Partnerships, Business Planning, Business Development, New Business Development, Corporate Finance, Financial Modeling, Business Strategy, Product Management, Corporate Development, Executive Management, Investments, Valuation, Restructuring, Strategy, Mergers & Acquisitions, Risk Management, Management Consulting, Finance, Management, Competitive Analysis, Strategic Financial..., Acquisition Integration, Portfolio Management, Program Management, Cross-functional Team..., P&L Management, Team Building, International Business, Business Process..., Divestitures, M&A experience, Acquisitions, Emerging Markets, Strategic Consulting, Angel Investing, Leadership, Asset Management
Education
Harvard Business School 1991 — 1993
MBA, Finance
Duke University 1980 — 1984
BSE, Mechanical Engineering
Norfolk Academy 1977 — 1980
Diploma
Jopari Solutions Inc. May 2012 - October 2014
Diamond Foods, Inc. September 2011 - May 2012
GXS November 2010 - September 2011
JP Morgan November 2009 - January 2010
Mervyns March 2007 - April 2008
Longs Drugs April 2001 - March 2007
Harbinger April 1996 - April 2001
US Army September 1991 - September 1999
Skills
EDI, DB2, Enterprise Software, Databases, Oracle, SDLC, Unix, Access, Business Analysis, Testing, Microsoft SQL Server, FTP, Requirements Analysis, IBM iSeries, SaaS, Integration, SharePoint
Education
Diablo Valley College 1994 — 1996
The Private Bank And Trust Company August 2010 - Present
JPMorgan Asset Management May 2005 - July 2010
JP Morgan May 2005 - July 2010
JPMorgan 1999 - 2009
The First National Bank of Chicago 1981 - 1998
Skills
Trust Administration, Portfolio Management, Specialty Asset..., Asset Management, Hedge Funds, Investments, Alternative Investments, Wealth Management, Asset Allocation, Equities, Fixed Income, Asset Managment, Leadership, Estate Planning, Securities, Management, Series 7, Risk Management, Due Diligence, Financial Analysis, Private Equity, Investment Advisory..., Mutual Funds, Investment Management, Commercial Real Estate, Banking, Capital Markets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1983 — 1985
Masters, Business Administration
University of Illinois at Urbana-Champaign 1977 — 1981
Bachelor of Science, Agricultural Economics
Amazon.com available via Paperback and Kindle May 2010 - Present
JP Morgan 1982 - 2010
Skills
Portfolio Management, Private Equity, Banking, Capital Markets, Relationship Management, Investment Banking, Investments, Corporate Finance, Equities, Strategic Financial..., Management, Mergers & Acquisitions, Asset Management, New Business Development, Creative Writing, Creativity, Drawing, Photography, Art History, Financial Modeling, Alternative Investments, Entrepreneurship, Financial Services, Credit, Due Diligence, Executive Management, Financial Analysis, Venture Capital, Structured Finance, Hedge Funds, Risk Management, Fixed Income, Loans, Wealth Management, Series 7, Funding, Securities, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Duke University 1978 — 1982
BA, Political Science
Douglas S. Freeman
BMO Capital Markets May 2003 - Present
Goldman Sachs May 1999 - May 2003
JP Morgan January 1993 - May 1999
First Boston 1992 - 1993
Dillon, Read & Co. Inc. 1986 - 1992
Skills
Equities, Series 7, Equity Research, Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Series 63, Investments, Securities, Investment Banking, Valuation, FINRA, Alternative Investments
Education
Lycoming College 1973 — 1976
Bachelor of Arts (B.A.), Sociology/Anthropology
DePauw University 1972 — 1973
Manhasset High School
Mutual of Omaha September 2010 - Present
JP Morgan August 2008 - March 2010
Aviva November 2007 - April 2008
Mutual of Omaha May 2007 - August 2007
Education
Drake University 2005 — 2008
Bachelor of Science in Business Administration, Actuarial Science
Des Moines Area Community College 2004 — 2006
Associate of Liberal Arts, General
J.P. Morgan October 2011 - Present
GreensLedge Group LLC May 2009 - October 2011
JP Morgan March 2007 - May 2009
Citigroup Global Markets Inc. 2003 - 2007
Assured Guaranty 2002 - 2004
Winterthur International 2000 - 2001
Arthur Andersen LLP 1998 - 1999
Skills
Credit, Structured Finance, Fixed Income, Capital Markets, Structured Products, Hedge Funds, Financial Structuring, Derivatives, Investment Banking, Portfolio Management, Asset Management, Financial Modeling, Equities, Securities, Valuation, Bonds, Leveraged Finance, Bloomberg, Investments, Strategy
Education
Dickinson College 1989 — 1993
B.A., English and Mathematics
Wilson High School 1985 — 1989
HS Diploma
Lower Merion
Work Life Management, LLC September 2002 - Present
JP Morgan 1980 - 2001
Skills
Coaching, Leadership Development, Public Speaking, Organizational...
Education
Duke University 1977 — 1980
AB, Economics, French
Living With Hearing Loss 2014 - Present
Hearing Health Foundation December 2010 - Present
Hearing Loss Association of America (HLAA) 2015 - Present
JP Morgan 2005 - 2010
JP Morgan 1997 - 2005
McKinsey & Company 1995 - 1997
Goldman Sachs 1990 - 1993
Skills
Equity Research, Equities, Hedge Funds, Financial Modeling, Equity Valuation, Investments, Non-profit Boards, Hearing Health, Blogging, Writing
Education
Harvard Business School 1993 — 1995
MBA, Business Administration and Management, General
Duke University 1986 — 1990
BS, Psychology
Confidential (Investment Banking - Human Resources) January 2015 - Present
Confidential - IB Global Technology 2013 - 2014
Carlisle Consulting Services 2011 - 2013
Tephra Inc 2008 - 2011
Credit Suisse 2005 - 2008
JP Morgan 2005 - 2005
Computer Associates, Inc 2005 - 2005
J.P. Morgan 2003 - 2004
Motorola Mobility 1998 - 2001
Bell Laboratories 1997 - 1998
Skills
Talent Management, Recruiting, Business Analysis, Management, Executive Search, Strategy, Human Resources, Project Management, SDLC, Process Improvement, Technical Recruiting, Consulting, Internet Recruiting, Talent Acquisition, Contract Recruitment, Executive Management, Business Strategy, Leadership, Sourcing, Vendor Management, Business Development, Benefits Negotiation, Applicant Tracking..., HRIS, ERP, Screening, Leadership Development, Staffing Services, Human Capital, Resource Management, Onboarding, Hiring, Interviews, Employee Relations, Executive Reporting, Staff Augmentation, College Recruiting, Personnel Management, Permanent Placement, Account Management, Performance Management, Deferred Compensation, Full-cycle Recruiting, Taleo Implementation, Project Implementation, Innovative Thinking, Sourcing & Procurement, Employee Engagement, IT Recruitment, Project Cost Control
Education
Villanova University 2011 — 2012
MS, Human Resources Development
DeVry University 2001 — 2004
BSBA, Business Administration, concentrating in Project Management
Kaizen Technologies Inc. - A Certified PMI School
PMP Certification for Professional Continuing Education (2014-2015), Project Management Program (PMP)
Cars.com March 2015 - Present
Cars.com June 2013 - March 2015
Rise Interactive December 2012 - June 2013
JP Morgan April 2010 - December 2012
Wachovia, A Wells Fargo Company June 2006 - August 2009
Skills
Analytics, Marketing Strategy, Entrepreneurship, Strategy, Marketing, Digital Marketing, Business Development, Financial Analysis, Competitive Analysis, Market Research, Business Strategy, Project Management, Finance, Investments, Strategic Partnerships, Corporate Finance, Financial Modeling, Management, New Business Development
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Entrepreneurship and Marketing Strategy/Planning, 3.9 GPA
Western Kentucky University 2002 — 2006
BS, Financial Management, 3.7 GPA
Wells Fargo Bank April 2003 - Present
The Boston Consulting Group September 1998 - March 2003
JP Morgan June 1992 - June 1996
Skills
Corporate Development, Business Strategy, Financial Services, Strategic Planning, Financial Modeling, Strategy, Due Diligence, Strategic Partnerships, Corporate Finance, Portfolio Management, Product Management, Mergers & Acquisitions, Risk Management, Analytics, Process Improvement, Valuation, Segmentation, Competitive Analysis, Financial Analysis, Leadership, Banking, Investments, Business Analysis, Start-ups, Management Consulting, Business Development
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Université Denis Diderot (Paris VII) 1993 — 1994
Master, Statistics and Random Models in Finance
Ecole centrale de Lyon 1990 — 1993
Engineering, Mathematics
Colgate Palmolive November 2012 - Present
Scholastic February 2010 - November 2012
MindTree Ltd September 2004 - February 2010
ePresence 2001 - 2004
Scient 2000 - 2001
JP Morgan January 1997 - December 1999
Skills
ECommerce Strategy, Valuations, Business Development, Revenue Forecasting, Customer Service..., Financial Modeling, Strategic Partnerships, Marketing Strategy, Product Strategy, Plan Execution, Web Analytics..., Endeca, Business metrics, Web KPIs, Decision Modeling, Sensitivity Analysis, Personalization, Brand Development, Customer Segmentation, Brand Messaging, Loyalty Program..., Multi-channel Retail, Customer Service, E-commerce, Product Management, Web Analytics, Segmentation, Valuation, Loyalty Programs, Strategy, Leadership, Account Management, Digital Media, Market Research, Mobile Devices, Management, Business Strategy, Management Consulting, Product Development, Multi-channel Marketing, User Experience, B2B, Competitive Analysis, Marketing, Digital Strategy, Digital Marketing
Education
Stanford University Graduate School of Business 2014 — 2014
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management
Bachelor of Science (B.S.)
Karachi Grammar School
BMO Financial Group July 2015 - Present
North Center Management Partners LLC December 2014 - Present
Metropolitan Capital Bank & Trust September 2013 - November 2014
Incapital November 2011 - June 2013
Federal Home Loan Bank of Chicago August 2008 - October 2011
Federal Home Loan Bank of Chicago May 2008 - August 2008
Federal Home Loan Bank of Chicago September 2002 - May 2008
Personal Time Off August 2001 - September 2002
Deutsche Bank August 1999 - August 2001
JP Morgan July 1994 - August 1999
Skills
ALM, Derivatives, Bonds, Fixed Income, Capital Markets, Portfolio Management, Banking, Financial Services, Structured Finance, Financial Modeling, Commercial Banking, Swaps, Funding, Valuation, Trading, Securitization, Hedge Funds, Bloomberg, Mortgage Lending, Structured Products, Treasury Management, Equities, Credit Risk, Asset Management, Investments
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA
University of Virginia 1982 — 1987
BS, Aerospace Engineering
Opportune LLP August 2015 - Present
J.P. Morgan September 2012 - August 2015
Sirius Solutions February 2007 - September 2012
UBS Investment Bank June 2007 - October 2008
JP Morgan October 2004 - February 2007
DKR Capital July 2003 - October 2004
Allegheny Energy Supply May 2001 - June 2002
BNP Paribas August 2000 - May 2001
Morgan Stanley December 1999 - August 2000
Fiduciary Trust Company International June 1998 - December 1999
Skills
Energy Trading, ETRM, Energy, Trading, Trading Systems, Requirements Analysis, Business Requirements, Requirement..., Functional..., Functional Requirements, Software Requirements, System Requirements, Electricity, Electricity Markets, Commodities, Commodity Markets, Commodity Risk..., Commodity, IT Solutions, IT Service Management, Software Development, Software Project..., Software Design, Software Quality..., Agile Project Management, Agile Methodologies, Business Analysis, Business Process, Business Process..., Business Process..., Product Control, P&L Analysis, Financial Reporting, Executive Reporting, Risk Management, Operational Risk, Liquidity Risk, Liquidity Analysis, SOX Compliancy, Python, VBA, Microsoft SQL Server, Endur, TriplePoint, Allegro, DBArtisan, Natural Gas, Oil/Gas, Emissions Trading, Market Risk
Education
East Carolina University 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Brookfield High School 1990 — 1994
Jones Day October 2012 - Present
Jones Day May 2011 - August 2011
Hon. Brenda T. Rhoades, United States Bankruptcy Court, Eastern District Texas May 2010 - August 2010
Fuqua School of Business August 2005 - May 2009
JP Morgan June 2008 - August 2008
Bank of America May 2007 - July 2007
United States Senator John Cornyn (R-TX) May 2006 - July 2006
Rep. Jerry Madden 2004 - 2005
Skills
Research, Economics, Politics, Customer Service, Public Policy, Legal Research, Policy Analysis, Financial Modeling, Legal Writing, Lexis, Westlaw, Data Analysis, Litigation, Public Speaking, Financial Analysis, Editing, Government, Bankruptcy, LexisNexis
Education
University of Pennsylvania Law School 2009 — 2012
JD, Law
Wharton School of Business 2009 — 2012
Certificate of Study in Business Economics and Public Policy
Duke University 2005 — 2009
Bachelor’s Degree, B.S. in Economics, and B.A. in Political Science, 3.882 GPA
UCL 2007 — 2007
Economics, Political Science
Plano West 2003 — 2005
Benchmark Real Estate April 2015 - Present
Silverstein Properties June 2013 - April 2015
Toll Brothers June 2012 - August 2012
City of New York - Mayor Bloomberg's Office May 2011 - July 2011
JPMorgan Chase July 2008 - July 2010
JP Morgan November 2006 - June 2008
Traditional Neighborhood Development Partners, LLC January 2006 - May 2006
Organization for International Investment July 2005 - August 2005
West Virginia Economic Development Office - Munich, Germany May 2004 - August 2004
Skills
Economic Development, Real Estate Finance, Community Development, Financial Analysis, Financial Modeling, Real Estate, Analysis, Excel, Microsoft Office, Economics, PowerPoint, Statistics, Policy Analysis, Word, Government, Data Analysis, Writing, Policy, Real Estate Development, Public-private..., Credit, Real Estate Economics, Microsoft Excel, Loans, Finance, Portfolio Management, Private Equity, Due Diligence, Asset Management, Investment Banking, Capital Markets, Investments, Affordable Housing, Valuation, Urban Planning, Acquisitions, Real Estate Financing
Education
Wharton Business School 2011 — 2013
MBA, Real Estate Major
Harvard University Kennedy School of Government 2010 — 2013
Master in Public Administration, Housing Urban Development & Transportation; Social & Urban Policy Concentration
Duke University 2002 — 2006
BA
The London School of Economics and Political Science (LSE) 2003 — 2003
Certificate, Business
Morgantown High School 1998 — 2002
High School Diploma
UBS July 2015 - Present
UBS June 2014 - August 2014
Capgemini October 2012 - July 2013
Capgemini September 2010 - September 2012
JP Morgan June 2009 - August 2009
ING July 2008 - November 2008
Morgan Stanley June 2007 - August 2007
Skills
Financial Modeling, Portfolio Management, Investments, PMO, Financial Services, Hedge Funds, Finance, Mutual Funds, Valuation, Project Management
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA)
Tufts University 2006 — 2010
BA, Economics, Cum Laude
Golden Seeds 2011 - Present
JP Morgan 1985 - 2005
Skills
Private Equity, Wealth Management, Project Management, Manage Client..., Entrepreneurship
Education
Drexel University 1984 — 1986
MBA, Finance
Shippensburg University of Pennsylvania 1978 — 1982
BS, Accounting
CR Bard May 2012 - Present
ARAMARK Corporation November 2003 - May 2012
JP Morgan 1988 - 2003
Skills
Corporate Finance, Leadership, Finance, Investor Relations, Financial Modeling, Mergers, Due Diligence, Financial Analysis, Strategic Financial..., Executive Management, Forecasting, Valuation
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance
Drew University 1984 — 1988
BA, Economics and Politcal Science
J.P. Morgan July 2015 - Present
JP Morgan March 2010 - Present
Education
Drexel University
Finance
Alere, Inc. September 2011 - Present
JP MORGAN CHASE & CO April 2010 - December 2010
JP Morgan March 2008 - May 2009
CUSTODIAL TRUST COMPANY January 1985 - May 2009
THE BEAR STEARNS COMPANIES, INC January 1980 - January 1985
Skills
Securities, Settlements, Fixed Income, Credit, Series 7, Executive Management, Back Office, Operations Management, Process Improvement, Program Management, Superior Client Service, Credit Risk, Cross-functional Team..., Vendor Management, Equities, CRM, Financial Services, Risk Management, Options, Hedge Funds, Relationship Management, Asset Management, Client Services, Settlement, Investment Banking, Financial Markets, Business Process..., Business Strategy, Collaborative Problem...
Education
Dickinson College 1976 — 1980
Bachelor of Science, Biology
Freehold Township High School
Self employed October 2011 - Present
J P Morgan February 2009 - November 2011
Bank One February 2001 - March 2005
JP Morgan February 1995 - January 2001
Continental Bank November 1985 - January 1995
Ford Motor Credit Company January 1972 - January 1985
Skills
Investments, Capital Markets, Fixed Income, Series 7, Portfolio Management, Asset Managment, Financial Analysis, Money Market, Equities, Securities, Financial Services, Series 63, Asset Management, Hedge Funds, Wealth Management..., Management, Wealth Management, Bloomberg, Alternative Investments, Banking, Strategic Financial..., Financial Planning
Education
Eastern Michigan University
MBA, Business Management & Finance
J.P. Morgan August 2015 - Present
JP Morgan June 2013 - July 2015
Penn Capital Management August 2011 - May 2012
The Fairman Group September 2010 - April 2011
Exelon September 2009 - March 2010
Skills
Bloomberg Terminal, Advent, Microsoft Office, Morningstar, Client Communication, Financial Analysis, Strategic Planning, Portfolio Management, Microsoft Excel, Mutual Funds, Microsoft Word, Finance, Project Management, Bloomberg
Education
Drexel University - LeBow College of Business 2008 — 2013
Bachelor of Science in Business Adminstration, Dual Concentration in Finance and Marketing
Fairlie & Lippy, P.C. March 2009 - Present
Rubin, Glickman, Steinberg & Gifford, P.C. March 2000 - March 2009
Montgomery County District Attorney's Office 1996 - 2000
JP Morgan 1991 - 1992
Skills
Criminal Defense, Personal Injury, Stucco Litigation, Civil Litigation, Criminal Law, Wrongful Death, Litigation, DUI Defense, Construction Law, Trials, Family Law, Medical Malpractice, Public Liability, Appeals, Wills, Personal Injury..., Mediation, Product Liability, Legal Research, Trial Practice, Torts, White Collar Criminal..., Courts, Arbitration, Commercial Litigation, Automobile Accidents, Domestic Relations, Hearings, Powers of Attorney, Legal Writing, Collaborative Law, Attorneys, Business Formation, Class Actions, Legal Issues, Depositions, Elder Law, Guardianship, Estate Planning, Paternity, Alternative Dispute..., Breach Of Contract, Litigation Support, Insurance Law, Juvenile Law, Toxic Tort, Bankruptcy, Civil Rights, Business Litigation, Prenuptial Agreements
Education
Pennsylvania State University, The Dickinson School of Law 1992 — 1995
JD
Lafayette College 1987 — 1991
B.A., Government and Law, English
Comcast May 2015 - Present
EY August 2012 - May 2015
JP Morgan September 2010 - August 2012
Susquehanna International Group September 2009 - April 2010
Dechert LLP September 2008 - March 2009
Education
Drexel University 2007 — 2011
BS, Finance
Foundations for International Education - Drexel in London 2009 — 2009
Darden Restaurants July 2012 - Present
Darden Restaurants July 2006 - June 2012
Darden Restaurants July 2008 - July 2010
Darden Restaurants May 2005 - July 2006
JP Morgan September 2001 - June 2004
Bank One September 2000 - August 2001
Bank One June 1997 - March 2000
First Chicago Corporation September 1994 - July 1997
Skills
Financial Analysis, Derivatives, Corporate Finance, Capital Markets, Hedging, Business Valuation, FAS 133, Investments, Financial Planning, Strategic Financial..., Investment Banking, Valuation, Risk Management
Education
The University of Chicago - Booth School of Business 1997 — 2000
MBA, Finance and Accounting
DePaul University College of Law 1990 — 1993
J.D., Law
Marquette University 1985 — 1990
B.S.E.E., Electrical Engineering
Dominican High School 1981 — 1985
JP Morgan February 2013 - Present
J.P. Morgan May 2010 - January 2013
General Services Administration July 2009 - April 2010
RML Capital, LLC April 2009 - June 2009
DePaul University April 2009 - June 2009
New Trier Partners January 2009 - March 2009
Pasquinelli Homes June 2006 - March 2008
Pasquinelli Homes September 2003 - June 2006
Resource Trading Group January 2002 - June 2003
Skills
MBA, Real Estate Finance, Asset Management, Sales Operations, Marketing Management, Market Research, Financial Modeling, DCF, Real Estate Economics, Asset Managment, Investments, Due Diligence, Mergers & Acquisitions, Valuation, Capital Markets, Leases, Portfolio Management, Corporate Finance, Analysis, Equities, Financial Analysis, Disposition, Finance, Market Analysis, Private Equity, Fixed Income, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
MBA, Real Estate Investment and Finance, 4.0/4.0 GPA
University of Michigan 1998 — 2001
BA, Economics
Barclays Capital July 2011 - Present
JP Morgan June 2007 - July 2011
Optimization Fund LP January 2005 - February 2006
Banc of America Securities LLC 1999 - 2005
Skills
Equity Derivatives, Hedge Funds, Prime Brokerage, Equities, Financial Markets, Alternative Investments, ISDA, Swaps, Investment Management, Marketing Strategy, Credit Derivatives
Education
Duke University 1994 — 1998
BA, Economics, Philosophy, Markets & Management
Byram Hills High School 1990 — 1994
Princeton University July 2012 - Present
Princeton University November 2007 - June 2012
NYC Department of Health & Mental Hygiene December 2005 - November 2007
various client organizations May 2004 - August 2005
EngenderHealth March 1998 - July 2002
JP Morgan July 1997 - February 1998
Skills
Global Health, Policy Analysis, International..., Grants, Program Development, Public Health, Public Policy, Capacity Building, Grant Writing, Non-profits, Reproductive Health, NGOs, Nonprofits, Program Management, International Relations, Community Outreach, Qualitative Research, Philanthropy, Human Rights
Education
Princeton University: The Woodrow Wilson School of Public and International Affairs 2002 — 2005
Master of Public Affairs, Development Studies
Duke University 1993 — 1997
BA, Psychology, Spanish
Vanguard January 2011 - Present
Vanguard February 2010 - January 2011
The Vanguard Group November 2007 - February 2010
LSG SkyChefs July 2006 - November 2007
Consortium 2004 - 2007
Wallace Roberts & Todd, LLC 2006 - 2006
JP Morgan Chase June 2001 - June 2005
JPMorgan 2001 - 2005
JP Morgan 2000 - 2005
JPMorganChase 2001 - 2003
Skills
Analysis, Business Analysis, Business Process..., Change Management, Entrepreneurship, Human Resources, Leadership, Management, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., User Acceptance Testing, Six Sigma, Visio, PMO, Integration, Vendor Management, SharePoint, Risk Management
Education
Drexel University 2005 — 2006
MBA
Rensselaer Polytechnic Institute 1997 — 2001
B.S., Information Technology
JP Morgan April 2013 - Present
ACTIV Financial Systems, Inc. October 2009 - March 2013
Barclays Capital June 2008 - February 2009
Accoona October 2007 - April 2008
SoftWave Media Exchange January 2007 - May 2007
Skills
Servers, System Administration, Linux, Unix, Troubleshooting, Data Center, Operating Systems, Testing, RedHat, Red Hat Linux, Windows, Apache, Databases, Shell Scripting, DNS, SQL, Technical Support, MySQL, VMware, SSH, LVM
Education
DeVry University 2011 — 2013
Technical Management Degree, Project Management
Rockland College 2001 — 2003
Computer Support Services, Computers
Pfizer August 2013 - Present
JPMorgan Chase & Co. April 2011 - July 2013
JP Morgan Chase August 2009 - April 2011
JP Morgan July 2008 - August 2009
Bear Stearns June 2007 - August 2007
Skills
Analysis, Financial Modeling, Finance, Strategic Planning, Management
Education
Penn State University 2004 — 2008
Bachelor of Science, Finance, International Business, Chinese
East China Normal University 2007 — 2007
Chinese, International Business, Finance
Comcast Spotlight October 2008 - Present
ING Variable Annuities October 2005 - July 2008
GMAC Mortgage September 2004 - October 2005
JP Morgan May 2003 - September 2004
Citicards August 2002 - April 2003
Skills
Requirements Gathering, Requirements Analysis, Business Analysis, Agile Methodologies, Visio
Education
Pennsylvania State University-Great Valley Graduate Center 2006 — 2009
MBA, Finance
Drexel University 1996 — 2001
MIS, Business
Bishop Shanahan 1992 — 1996
DuVive January 2009 - Present
Swift Financial January 2007 - January 2009
Wavexpress October 1999 - November 2005
Salliance 1995 - 1999
JP Morgan 1991 - 1998
Morgan Stanley 1993 - 1994
Sybase 1987 - 1992
PSDI 1985 - 1987
Arnold Klein P.E. P.C. 1983 - 1984
Education
Earlham College 1984 — 1986
The Hewitt School January 2013 - Present
Children's Health Fund September 2010 - Present
Purcell & Purcell June 2002 - Present
JP Morgan June 2002 - December 2007
McKinsey & Co August 1999 - December 2001
Education
Duke University - The Fuqua School of Business 1997 — 1999
Master of Business Administration (MBA)
Florida State University
BS
BMO Harris Bank July 2014 - Present
JP Morgan December 2010 - July 2014
Freedman Anselmo Lindberg LLC June 2009 - February 2011
The Home Depot - At Home Services October 2007 - June 2009
New Century Mortgage February 1998 - April 2007
Skills
Mortgage Lending, Mortgage Banking, Real Estate, Customer Service, Credit, Bankruptcy, Credit Analysis, Banking, Finance, Financial Analysis, Foreclosures, Loan Origination, Loans, Portfolio Management, Residential Mortgages, Underwriting, Consumer Lending, Credit Risk, Refinance
Education
Elmhurst College 1990 — 1992
BA, Finance
Javelin Recruiting August 2009 - Present
Merrill Lynch September 1998 - August 2009
Citigroup August 1995 - January 1998
JP Morgan June 1995 - September 1995
Education
Duke University 1990 — 1994
Bachelor of Science, Finance
Capital One July 2013 - Present
Geosphere Capital Management February 2012 - February 2013
Dawson Capital Management July 2006 - December 2011
JP Morgan 1997 - 2006
Education
Duke University 1991 — 1995
BS, Biology
The Lawrenceville School 1988 — 1991
The Home Depot April 2015 - Present
The Home Depot August 2012 - April 2015
The Home Depot March 2011 - August 2012
The Home Depot February 2010 - March 2011
Social Venture Capital December 2008 - February 2010
My husband and I took a sabbatical and traveled. January 2008 - December 2008
T. Rowe Price July 2006 - January 2008
Legg Mason Wood Walker October 2004 - July 2006
JP Morgan August 2003 - October 2004
Skills
Financial Analysis, Financial Modeling, Change Management, Strategic Planning, Business Development, Process Improvement, Strategy, Business Process..., Mergers & Acquisitions, Sales, Finance, Business Strategy
Education
Duke University 2000 — 2003
BA; Public Policy Studies
University of Pennsylvania 1999 — 2000
Curtis High School 1996 — 1999
Nonprofit Finance Fund September 2006 - Present
Credit Suisse 2001 - 2006
Hearst Magazines 1998 - 1999
JP Morgan July 1996 - July 1998
Skills
Non-profits, Philanthropy, Asset Managment, Strategic Planning, Public Speaking, Fundraising, Program Development, Community Outreach, Event Planning, Grant Writing, Volunteer Management, Grants, Board Development, Community Development, Nonprofits, Proposal Writing, Asset Management, Program Management, Capacity Building, Editing, Event Management, Leadership Development, Management, Organizational..., Social Entrepreneurship, Strategic Communications, Public Policy, Workshop Facilitation
Education
The London School of Economics and Political Science (LSE) 1999 — 2000
MSc, Social Psychology
Duke University 1992 — 1996
B.A., English
Shore Regional
Metro Industrial Areas Foundation June 2004 - Present
Local Development Corporation of East NY September 1999 - June 2004
JP Morgan 1998 - 1999
Salomon Smith Barney (now Citigroup) 1992 - 1999
Education
Drew University 2001 — 2006
Master of Divinity
Harvard University 1988 — 1992
A.B., Government
N/A ManagerKPMGFebruary 2011 - February 2012
EquaTerra November 2006 - March 2011
Avanti Advisory June 2004 - October 2006
JP Morgan Chase January 2002 - July 2003
JP Morgan August 1986 - December 2001
Bankers Trust May 1983 - July 1986
simplan systems inc. December 1980 - January 1983
Interactive Data December 1975 - November 1980
First Pennsylvania Bank March 1974 - November 1976
Education
Drexel University 1967 — 1973
BS, Mathematics
Ruidoso High Altitude Aquatics 2008 - Present
ENMU( Eastern New Mexico Univeristy) June 2007 - Present
Ruidoso Athletic Club 2007 - Present
JP Morgan August 2002 - November 2006
J.P. Morgan 2002 - 2005
Citibank 1990 - 2001
Skills
Investments, Coaching, Asset Managment, Strategic Planning, Finance, Financial Analysis, Portfolio Management, Wealth Management, Business Strategy, Equities, Risk Management, Fundraising, Asset Management, Series 7, Management, Public Speaking
Education
Northwestern University 1988 — 1990
MM, Marketing, Organizational Behavior
Northwestern University - Kellogg School of Management 1988 — 1990
MM, Organizational Behavior Studies
University of California, Santa Cruz 1979 — 1983
BA, Anthropology
Eastern New Mexico University
Direct Energy September 2011 - Present
JP Morgan March 2011 - August 2011
Shell Trading July 2009 - February 2011
JPMorganChase January 2007 - May 2009
JPMorgan Chase June 2005 - December 2006
JPMorgan Chase March 2003 - May 2005
Tietronix Software Company March 2001 - October 2002
Skills
Integration, Quality Assurance, Vendor Management, Testing, Process Improvement, Test Planning, Oracle, Unix, Project Management, Business Analysis, Budgets, Shell Scripting, SDLC, Databases, Strategy
Education
University of Houston-Clear Lake 1999 — 2001
MS, Computer Science
East China University of Science and Technology
MS, Environmental Engineering
East China University of Science and Technology
BS, Environmental Engineering
Citadel LLC September 2015 - Present
JP Morgan May 2009 - September 2015
JPMorgan June 2008 - April 2009
Bear Stearns International Ltd 2006 - June 2008
Bear Stearns & Co 2003 - 2006
Prudential Financial 1998 - 2003
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Accounting
Princeton University 1995 — 1998
MA, Politics
Drew University 1991 — 1995
Bachelor of Arts, Political Science
JPMorgan Chase October 2013 - Present
Consultant with Quick Solutions (State Auto Insurance) May 2013 - September 2013
JP Morgan March 2011 - May 2013
JPMorgan Chase October 2009 - August 2011
Fiserv April 2006 - October 2009
Citi August 2005 - April 2006
Citi September 2003 - July 2005
Citi January 2002 - May 2004
Citi July 2001 - August 2003
Skills
Agile Methodologies, Business Analysis, Testing, Quality Assurance, SQL, Version One, Guidewire, Quality Center, Databases, Manual Testing, Process Improvement
Education
DeVry University 2001 — 2003
B.A., Technical Management
JP Morgan January 2006 - Present
JPMorgan Private Bank January 2006 - Present
Proskauer Rose September 2000 - January 2006
New Jersey Supreme Court September 1999 - August 2000
Skills
Alternative Investments, Hedge Funds, Private Equity, Asset Managment, Investments, Venture Capital, Due Diligence, Investment Management
Education
Duke University School of Law 1996 — 1999
Juris Doctor
University of Notre Dame 1992 — 1996
BA, Economics
Morris Hills High School 1988 — 1992
DNB Markets May 2014 - Present
Simply Outside January 2012 - Present
Berenberg Capital Markets July 2013 - January 2014
HSBC Securities March 2012 - April 2013
RBS Global Banking & Markets HQ Stamford, USA August 2010 - February 2012
JP Morgan July 2006 - August 2010
Citigroup 2003 - 2006
Rathbone Brothers Plc 1998 - 2003
Adam & Company 1994 - 1998
Skills
Equities, Private Equity, Asset Management, Fixed Income, Wealth Management, Asset Managment, Corporate Finance, Investments, Trading, Investment Management, Hedge Funds
Education
Edinburgh Napier University 1988 — 1992
JP Morgan June 2007 - Present
LaSalle Bank, NA March 2003 - June 2007
American National Bank January 1999 - March 2003
Education
Eastern Illinois University 1994 — 1998
Business, Finance
American Century Investment Management September 1999 - Present
Fiduciary Trust Company International 1996 - 1999
Brown Brothers Harriman 1995 - 1996
JP Morgan 1990 - 1994
Skills
Equities, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Investments, Securities, Equity Research, Investment Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1994 — 1995
MBA, Finance
Drexel University 1985 — 1990
BS, Finance & Accounting
FXall 2008 - Present
Lehman Brothers 2002 - 2008
Merrill Lynch 2000 - 2002
JP Morgan 1995 - 2000
First National Bank of Chicago 1988 - 1992
Education
Duke University - The Fuqua School of Business
MBA, Finance
Hamilton College
AB, Economics
Graham Capital Management February 2013 - Present
State Street August 2009 - May 2012
NorOdin Investment Management December 2004 - October 2007
JP Morgan August 1986 - November 2004
Skills
Fixed Income
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA
Rollins College 1980 — 1984
B.A., Economics
Jefferies & Company June 2011 - Present
Deutsche Bank Securities May 2003 - March 2011
JP Morgan September 1999 - April 2003
Skills
Investments, Fixed Income, Capital Markets, Hedge Funds, Investment Banking, Equities, Valuation, Derivatives, Structured Products, Alternative Investments, Private Equity, Bloomberg, Asset Management, Structured Finance, Trading, Securities
Education
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA)
Duke University 1986 — 1990
BA
BlackRock July 2006 - Present
JP Morgan 1997 - 2006
Skills
Fixed Income, Equities, Derivatives, Asset Management, Capital Markets, Portfolio Management, Risk Management, Financial Services, Hedge Funds, Investment Banking, Financial Markets, Trading Systems, Securities
Education
EDHEC Business School 1992 — 1995
JPMorgan Chase October 2013 - Present
UBS 2006 - Present
UBS November 2006 - October 2013
Bank of America 2002 - 2005
Merrill Lynch 1998 - 2002
JP Morgan 1983 - 1998
Skills
Recruiting, Financial Services, Management, Applicant Tracking..., College Recruiting, Talent Management, Employee Engagement, Talent Acquisition, Onboarding, Employer Branding, Human Resources, Performance Management, Workforce Planning
Education
Fuqua School of Business, Duke University
MBA
Vanderbilt University
BA, Political Science
Omelette & Waffle Cafe November 2010 - Present
Plymouth Commerce Grill February 2015 - September 2015
Burger Spot May 2013 - April 2014
National Wine and Spirits September 2008 - July 2010
JP Morgan July 2007 - July 2008
Max and Ermas March 1998 - July 2007
Skills
Sales, Management, Income Statement, Human Resources, Restaurants, Customer Service, Hospitality, Marketing, Marketing Strategy, Food, Food, Team Building, Retail, Strategic Planning, Account Management, Public Relations, Marketing Communications, Restaurant Management, Inventory Management, Microsoft Office, New Business Development, Financial Analysis, Training, Coaching, Food Service, Negotiation, Social Networking, Microsoft Word, Employee Relations, Employee Training, Building Relationships, Customer Satisfaction, Leadership
Education
Eastern Michigan University 1999 — 2004
BS, Business/Communications
Coldwell Banker Real Estate March 2014 - Present
berry quool June 2013 - Present
LDK Management LLC September 2012 - Present
Ginza Japanese Restaurant September 2012 - August 2013
JP Morgan November 2010 - September 2012
UBS Wealth Management June 2009 - August 2009
Skills
Microsoft Office
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, General
East China Normal University 2009 — 2009
Business, Language & Culture
JP Morgan 2000 - 2006
Rainbow Advertising 1999 - 1999
Cablevision 1996 - 1999
Education
Dowling College 1994 — 1995
Sirius Computer Solutions April 2013 - Present
JP Morgan April 2011 - April 2013
Direct Energy 2013 - 2013
Shell Trading September 2010 - April 2011
KBR March 2010 - July 2010
Hewlett-Packard Co. (HPQ) October 2008 - March 2010
Hewlett Packard, Houston, TX January 2006 - October 2008
Hewlett Packard Co December 2003 - December 2005
Hewlett Packard HP January 2001 - December 2003
Seagate Technology 1995 - 2000
Skills
Certified Microsoft..., Databases, Oracle, Microsoft SQL Server, Data Migration, Data Center, HP, Data Warehousing, SDLC, Unix, Business Intelligence, SQL, ITIL, Enterprise Architecture, Requirements Analysis, Business Analysis, ETL, Program Management, Business Objects, XML, Vendor Management, Oracle RAC, Project Management, Linux, IT Strategy, Disaster Recovery, IT Service Management, Servers, Solaris, High Availability, HP-UX, PMP, SOA, Data Modeling, Agile Methodologies, Cloud Computing
Education
Doctor Babasaheb Ambedkar Marathwada University 1997 — 2001
BE, Computer Science
Govt higher secondary school, Martandam 1985 — 1987
Higher Secondary school, Computer Science
Anthony C. Morano, CPA 1987 - 2013
Bank of America February 2011 - April 2011
JP Morgan January 2010 - June 2010
Blockowicz & Tognocchi, CPAs, LLP May 2008 - August 2008
MMC Group October 2007 - February 2008
Selden Fox, Ltd. February 2007 - April 2007
Bass, Solomon & Dowell, CPAs October 2006 - February 2007
Skills
Accounting, Corporate Tax, Tax Accounting, Tax, Financial Reporting, Tax Preparation, Tax Returns, Auditing, Variance Analysis, Financial Statements, General Ledger, SEC filings, Finance, Tax Research, Accounts Payable, Forecasting, GAAP, S Corporations, Account Reconciliation, Partnership Taxation, Financial Planners, Internal Controls, High Net Worth..., Accounts Receivable, Microsoft Excel, ProSystem fx Tax, Cost Accounting, Financial Analysis, Preparation, Fixed Assets, Income Tax, QuickBooks, Trusts, CPA, Sarbanes-Oxley Act, Internal Audit, Financial Accounting, Payroll, Consolidation, Sales Tax, IFRS, Business Valuation, Financial Audits
Education
Drake University 1974 — 1977
Bachelor of Science (BS), Accounting
State Street Global Advisors June 1997 - Present
Andersen Consulting June 1996 - June 1997
JP Morgan June 1994 - June 1996
Skills
Bloomberg, Securities, Equities, Fixed Income, Derivatives, Financial Modeling, Financial Services, Portfolio Optimization, Market Data, Hedge Funds, Investments
Education
Duke University 1990 — 1994
Bachelor of Science of Engineering, Electrical & Computer Engineering
JPMorgan Chase & Co. September 2010 - Present
21st Century Insurance February 2010 - September 2010
MISI Company February 2010 - April 2010
EFF Consulting June 2009 - October 2009
Ternary Software March 2008 - June 2009
JP Morgan December 1997 - March 2008
JPMorgan Chase 1997 - 2008
JPMorganChase 1997 - 2008
Booz Allen Hamilton 1992 - 1997
United States Navy April 1990 - August 1992
Skills
SDLC, Business Analysis, Agile Methodologies
Education
University of Maryland University College 1992 — 1995
MS, Computer Systems Management
Dickinson College 1985 — 1989
BA, Russian Languate/Soviet Area Studies
Crimson Peak, LLC 1998 - Present
EveryoneSmile, LLC 2000 - 2004
JP Morgan 1993 - 1997
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA
Duke University 1989 — 1993
Milton Academy 1986 — 1989
Par Pharmaceutical October 2012 - Present
Par Pharmaceutical June 2008 - September 2012
JP Morgan July 2005 - March 2008
JPMorgan Chase January 2004 - June 2005
GMAC Mortgage 2001 - 2003
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Credit
Education
Dominican College of Blauvelt
J.P. Morgan June 2015 - Present
BlueMountain Capital Management March 2013 - May 2015
Contrarian Capital Management 2011 - 2013
JP Morgan 2009 - 2011
JP Morgan June 2008 - August 2008
Activalores 2006 - 2007
Vencred 2002 - 2006
Skills
Financial Modeling, Portfolio Management, Valuation, Financial Analysis, Capital Markets, Corporate Finance, Investments, Equities, Fixed Income, Hedge Funds, Alternative Investments, Private Equity, Emerging Markets, Trading, Mergers & Acquisitions, Banking, Investment Banking
Education
Duke University - The Fuqua School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance
Universidad Metropolitana (VE) 1996 — 2001
BS, Management
University of Chicago Booth School of Business January 2008 - Present
Columbia Acorn Trust June 2007 - Present
JP Morgan August 1991 - June 2007
Education
Duke University 1983 — 1987
BA, Economics, Political Science
The University of Chicago Booth School of Business
MBA, Finance and Accounting
None May 2011 - Present
Alamance County District Attorney May 2012 - July 2014
VF Corporation July 2008 - January 2011
Bank of America 2002 - 2006
JP Morgan 2000 - 2002
Pennsylavania Convention Center Authority March 1996 - January 2000
Meridian Bank 1992 - 1996
Skills
Leadership, Competitive Analysis, Business Analysis, Financial Analysis, Business Process..., Financial Modeling, Process Improvement, Strategic Planning, Finance, Management, Project Management, Strategy, Microsoft Excel, Accounting, Microsoft Office, Analysis, Six Sigma, Data Analysis, Public Speaking, Financial Services, Credit, Credit Analysis, Marketing Strategy, Banking, PowerPoint, Risk Management, Financial Reporting, Relationship Management, Business Strategy
Education
Wake Forest University School of Business 2006 — 2008
mba, business
Wake Forest University School of Business 2006 — 2008
Master's Degree, Marketing/ Finance
University of North Carolina at Charlotte 2002 — 2004
BA, Political Science
Drexel University 1988 — 1993
BS, Finance
Standard and Poor's December 2008 - Present
Merrill Lynch January 2006 - April 2008
Credit Suisse 2008 - 2008
Merrill Lynch August 2005 - January 2006
JP Morgan February 2005 - April 2005
ABN AMRO 2000 - 2004
Education
Edith Cowan University 1997 — 1999
Post Graduate Diploma: Business
Edith Cowan University 1992 — 1994
Bachelor of Science: Environmental Management
J.P. Morgan February 1990 - Present
JP Morgan 1990 - February 2012
Skills
Trade Finance, Global Trade Compliance, KYC, Risk Management, Management, Leadership, Business Development, Credit Risk, Portfolio Management, International Trade, Commercial Banking, Credit, Banking, Financial Analysis, New Business Development, Mergers & Acquisitions, Global Regulatory..., Manage complex global..., Regulatory Compliance, Global Trade Management, Project Management, Change Management, Business Strategy, Compliance Management
Education
Dowling College
MBA, Management
Cornerstone Capital Management,Inc. 2006 - Present
Piper Jaffray January 1998 - February 2006
JP Morgan June 1989 - January 1998
Skills
Equity Trading, Series 7, Electronic Trading, Equities, Hedge Funds, Trading Systems, Trading, Bloomberg, Asset Management, ETFs, Risk Management, Fixed Income, Securities, Mutual Funds, Customer Relations, Investments, Series 63, FX, Budgeting, Derivatives, FINRA, Alternative Investments
Education
Dickinson College 1985 — 1989
BA, Political Science
McLean High School August 2013 - Present
Glen Forest Elementary School January 2013 - June 2013
Mercer Management Consulting July 1999 - November 2001
Mobil Corporation 1991 - 1999
Mobil Oil 1991 - 1999
JP Morgan 1986 - 1989
Education
Duke University - The Fuqua School of Business 1989 — 1991
MBA
The University of Chicago 1983 — 1986
BA, Economic
JP Morgan February 2000 - Present
Bank of America August 1996 - January 2000
Lehman February 1993 - July 1996
Drexel Burnham Lambert October 1989 - January 1991
Ernst & Young December 1983 - September 1989
Skills
Fixed Income, Derivatives, Investment Banking, Equities, Capital Markets, Credit Derivatives, Structured Products, Prime Brokerage, Equity Derivatives, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
Advance Professional Certificate, Taxation
University of North Carolina at Chapel Hill
Master of Business Administration (MBA), Accounting and Finance
Duke University
Bachelor of Arts (B.A.), Political Science and Government
Ukrainian Selfreliance Federal Credit Union May 2015 - Present
Fira Express, Inc September 2001 - May 2015
Ukrainian Heritage School September 2004 - January 2014
DeVry University July 2012 - January 2013
JP Morgan August 2010 - July 2012
Goldman Sachs Asset Management April 2008 - September 2008
PFPC March 2007 - October 2007
CertainTeed Corporation July 2006 - September 2006
Skills
Financial Analysis, Asset Management, Financial Modeling, Investments, Equities, Portfolio Management, Finance
Education
La Salle University - School of Business Administration 2009 — 2010
MBA, Finance
Drexel University - LeBow College of Business 2005 — 2009
BS, Business: Finance and Legal Studies
Ukrainian Heritage School 2001 — 2004
Language School, Ukrainian
Federal Reserve Board September 2014 - Present
MSCI Inc. June 2010 - May 2014
RiskMetrics Group September 1998 - June 2010
JP Morgan 1996 - 1998
Skills
Quantitative Finance, Market Risk, Derivatives, Quantitative Analytics, Financial Engineering, Hedge Funds, Credit Risk, Fixed Income, Credit Derivatives, Risk Management, Equities, Counterparty Risk, Capital Markets, Portfolio Optimization, Structured Products, Monte Carlo Simulation, Options, Stress Testing, Equity Derivatives, Asset Management, Interest Rate..., Alternative Investments, Bloomberg, Financial Risk, Quantitative Investing, Emerging Markets, Financial Markets, Stochastic Calculus, Financial Modeling, VAR, Financial Regulation
Education
Princeton University 1991 — 1996
PhD, Applied Mathematics
Duke University 1987 — 1991
BS, Mathematics
JP Morgan April 2010 - Present
JP Morgan January 2008 - April 2010
Global Securitization Services January 2006 - January 2007
North Fork Bank 2004 - 2006
Education
Dowling College 2004 — 2005
MBA, Finance
University at Albany, SUNY 1994 — 1998
BA, Sociology and Business Administration
Commack high school
CME Group July 2014 - Present
CME Group February 2012 - Present
CME Group November 2010 - February 2012
JP Morgan July 2008 - November 2010
JPMorgan Chase June 2005 - June 2008
Skills
Program Management, Enterprise Software, Business Analysis, Project Portfolio..., Mergers & Acquisitions, SDLC, Management, Project Management, Risk Management, Vendor Management, IT Strategy, Software Project..., Business Process, Business Process..., PMO, Process Improvement, Requirements Gathering
Education
Eastern Michigan University 2005 — 2007
MBA, General Business Administration
Eastern Michigan University 1999 — 2003
BBA, International Business / Finance
Thomson Reuters April 2008 - Present
Thomson Financial September 2000 - April 2008
The Carson Group May 1995 - September 2000
JP Morgan July 1993 - April 1995
Skills
Market Data, Product Management, Investor Relations, Financial Markets, Equities, Capital Markets, SaaS, Trading Systems
Education
Duke University 1989 — 1993
Bachelor of Science, Mechanical Engineering
BMO Capital Markets May 2003 - Present
Goldman Sachs May 1999 - March 2003
JP Morgan January 1993 - May 1999
Education
Lycoming College 1973 — 1976
BA, Sociology/Anthrology
DePauw University 1972 — 1973
Anthropology
Bushnell Outdoor Products May 2010 - Present
Kansas City Royals 2014 - 2014
Kansas City Royals 2014 - 2014
Kansas City Royals 2014 - 2014
Hallmark Cards September 2009 - May 2010
Lank Designs May 2009 - May 2010
American Century Investments February 2005 - November 2008
JP Morgan August 2002 - February 2005
JP Morgan March 2000 - August 2002
American Century Investments November 1997 - March 2000
Skills
Training, Human Resources, Recruiting, Coaching, Management
Education
Webster University 1999 — 2000
Master of Arts, Human Resource Management
Drury University 1987 — 1991
Bachelor of Arts, Communication/Public Relations
Raytown High School 1984 — 1987
COR Disciple 2 Class
Oak Park-Carpenter
Bessemer Trust January 2010 - Present
JP Morgan June 2008 - January 2009
Bear Stearns 2005 - 2008
Wachovia 2004 - 2005
Morgan Stanley 2000 - 2004
US Navy 1992 - 1995
Education
The University of Chicago 1996 — 1998
MBA, Finance
Navy Nuclear Power Program 1990 — 1992
Certified Naval Nuclear Engineer, Navy Nuclear Propulsion
Duke University 1986 — 1990
BSE, Biomedical and Electrical Engineering
Red Hat September 2014 - Present
Boeing February 2009 - September 2014
Give An Hour 2011 - 2012
JP Morgan July 2007 - December 2008
US Navy April 2004 - January 2007
Skills
Program Management, Nuclear, Engineering Management, Valuation, Business Development, Analysis, Strategy, Military, Credit, Project Management, Nuclear Engineering, Requirements Management, Leadership, Strategic Planning, Operations Management, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
United States Naval Academy 1992 — 1996
BS, Naval Architecture
Loyola Blakefield
UBS July 2015 - Present
State Street September 2014 - July 2015
Fonua September 2011 - July 2014
JP Morgan March 2010 - September 2011
RCSI February 2009 - April 2010
Skills
Microsoft Excel, Financial Reporting, Management, Financial Analysis, Project Management, Financial Services, Finance, Teamwork, Fund Accounting, Accounting, Team Leadership, Project Planning, Forecasting, Customer Service
Education
Independent College Dublin 2010 — 2013
ACCA, Accounting and Finance
Dublin Institute of Technology 2007 — 2008
Master's Degree, International Business
Wells Fargo Securities 2009 - Present
Wachovia Securities 2004 - 2008
Wachovia Securities 1995 - 2004
JP Morgan 1991 - 1995
Dillon, Read & Co. 1990 - 1991
L.F. Rothschild & Co. 1987 - 1989
Education
Duke University - The Fuqua School of Business 1985 — 1987
Master of Business Administration
Duke University 1979 — 1983
BA, Chemistry/Economics
The Bank of New York Mellon April 2009 - Present
The Bank of New York Mellon January 2001 - April 2009
JP Morgan June 2000 - January 2001
MBNA January 1999 - June 2000
FNX Limited 1995 - 1999
Education
Villanova University 1992 — 1995
MS, Computer Science
Drexel University 1988 — 1991
MS, Mechanical Engineering
Roosevelt Management Company 2008 - Present
JP Morgan 2007 - 2008
Aegis Mortgage Corporation 2005 - 2007
U.S. Central Corporate Credit Union 2000 - 2005
EMC Mortgage / Bear Stearns 1992 - 1999
Skills
Long-term Fiscal..., Multimillion-dollar..., Staff & Community..., Business Development &..., Project Planning &..., Motivational Team..., Revenue Enhancement /..., Policy Development &..., Capital Improvements /..., Process Redesign &..., Business Development, Mortgage Servicing, Leadership, Change Management, Due Diligence, Business Planning, Portfolio Management, Multi-million Dollar..., Budgets, Finance, Strategic Planning, Banking, Strategy, Financial Services, Management, Contract Negotiation, Investments
Education
Eastern New Mexico University 1989 — 1991
M.A.
Florida Atlantic University 1987 — 1988
B.A.
United States Air Force Academy 1984 — 1987
Kroger June 2012 - Present
CBTS June 2012 - August 2013
JP Morgan July 2007 - March 2012
FSC Securities March 2003 - July 2007
Skills
Software Project..., Testing, Microsoft Office, Business Analysis, Training & Development, Business Process..., Analytical Approach, Team Leadership, Multitasker, Business Requirements, HTML, Crystal Reports, Oracle SQL, Business Objects, Management, Requirements Gathering, Project Management, Visio, SharePoint, Requirements Analysis, Process Improvement, Access, Data Analysis, User Acceptance Testing, Agile Methodologies, SDLC, Microsoft Excel
Education
Elon University 1998 — 2002
Bachelor of Science, Management Information Systems
Bain & Company September 2015 - Present
JP Morgan June 2010 - June 2013
Silvercrest Asset Management May 2008 - May 2010
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Virginia
ThirdWave Insights, LLC February 2015 - Present
JPMorgan Chase January 2013 - February 2015
JPMorgan Chase & Co. September 2011 - January 2013
JP Morgan July 2010 - August 2011
Elon University August 2006 - July 2010
JPMorgan May 2009 - August 2009
Skills
Access, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Business Analysis, Visio, Financial Modeling, Process Improvement, Risk Management, Project Management, Financial Analysis, Finance, Bloomberg, Microsoft SQL Server, Microsoft Word, Management
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration, Finance
Elon University
JP Morgan ConsultantTowers WatsonAugust 1998 - June 2000
Hewitt Associates March 1982 - December 1996
Skills
Series 7, 401k, Asset Management, ERISA, Equities, Financial Services, Fixed Income, Investments, Mutual Funds, Qualified Retirement..., Relationship Management, Retirement, Retirement Planning, Securities, Series 63, Wealth Management
Education
Duke University 1976 — 1978
BA, Management Sciences, Accounting
Morgan Stanley May 2014 - Present
JGWPT Holdings June 2012 - May 2014
JP Morgan January 2010 - June 2012
JPMorgan Chase July 2008 - December 2009
Global Tax Management March 2006 - September 2006
Five Below April 2005 - September 2005
Skills
Financial Analysis, Financial Modeling, Bloomberg, Financial Reporting, Securities, Fixed Income, Valuation, Forecasting, Series 63, Financial Services, Trading, Accounting, Microsoft Excel, Series 7, Investments, Access, Wealth Management, Analysis, Capital Markets, Corporate Finance, Finance
Education
Drexel University - LeBow College of Business 2003 — 2008
BS, Finance, Accounting
Northeast Parking System, Inc. January 2010 - Present
JP Morgan February 2009 - December 2010
BlackRock Capital Management March 2008 - October 2008
Education
Drexel University 2005 — 2008
Bachelor of Science in Business Administration, Finance and International Business
JP Morgan July 2014 - Present
Credit Suisse April 2013 - April 2014
Morgan Stanley September 2009 - April 2013
Calyon June 2006 - April 2008
Société Générale New York March 2004 - June 2006
societe generale 2004 - 2006
MORGAN STANLEY, London February 2000 - February 2002
Deutsche Bank May 1996 - February 2000
SOCIETE GENERALE, Paris December 1991 - May 1996
Skills
Derivatives, Risk Management, Business Management..., Problem Solving, Languages, Financial Risk...
Education
IEP 2005 — 2008
Bachelor’s Degree, Economics & Finance
2002 — 2003
Master's, Operational Research
UNIVERSITY OF STRASBOURG 1988 — 1989
MS, Finance
1985 — 1988
BS, Economics
Gymnase Jean Srturm 1978 — 1985
High School
Tradeweb January 1998 - April 2015
JP Morgan 1996 - 1997
Skills
Fixed Income, Trading Systems, Electronic Trading, Derivatives, Capital Markets, Trading, Bloomberg, Equities, Bonds, Series 7, Financial Markets, Clearing
Education
Drexel University - LeBow College of Business 1992 — 1996
BS, Finance, Marketing
UnitedHealth Group July 2012 - Present
UnitedHealth Group February 2005 - June 2012
Fiberlink April 2003 - January 2005
Serena Software 2000 - 2003
The Vanguard Group 1998 - 2000
Manugistics 1997 - 1999
JP Morgan 1994 - 1997
Skills
Unix, Configuration Management, SDLC, IT Operations, Integration, Software Development, Requirements Analysis, Software Project..., Release Management, Data Warehousing, SharePoint, Visio, Enterprise Architecture, Vendor Management, Business Process
Education
Drexel University 1989 — 1994
Bachelors, MIS and Finance
JP Morgan October 2010 - Present
Northeast Securities December 2009 - October 2010
Susquehanna International Group June 2007 - December 2009
Skills
Equities, Bloomberg, Options, Series 7, Fixed Income, Derivatives, Electronic Trading, Equity Derivatives, Hedge Funds, Equity Trading, Trading, ETFs, Series 63, Securities, Investments
Education
Dowling College 2002 — 2006
Bachelor's degree, Finance
Smithtown High School 1997 — 2001
BBR Partners October 2011 - Present
Attalus Capital July 2008 - October 2011
JP Morgan July 2003 - June 2006
Skills
Hedge Funds, Private Equity, Investments, Alternative Investments, Equities, Bloomberg, Fixed Income, Asset Management, Valuation, Portfolio Management, Financial Modeling, Fund Of Funds, Asset Allocation
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance & Accounting
Duke University 1999 — 2003
AB, Economics
Public Financial Management September 2012 - Present
RJDelany Capital September 2012 - August 2013
RJ Delany Capital January 2012 - September 2012
Sciens Capital Management October 2006 - December 2011
American Financial Realty Trust/European Financial Realty December 2002 - September 2006
FleetBoston Credit Card Services March 1996 - December 2002
Meridian/Corestates Bank 1994 - 1996
JP Morgan 1992 - 1994
Ernst & Young 1989 - 1992
Skills
Mergers & Acquisitions, Portfolio Management, Strategy, Financial Risk..., Thought Leadership, Finance, Business Strategy, Valuation, Risk Management, Investments, Business Transformation, Asset Management, Capital Markets, Business Development, Financial Services, Leadership, Alternative Investments, Financial Analysis, Credit, Analysis, Financial Managment, Financial Risk, CRM, Accounting, Mutual Funds, Mergers, Managerial Finance, Management Buy Out, Management, Organizational..., Organizational Design, Investment Management, Financial Plannin and..., Treasury Management, Operations Management, Financial Accounting, Cost Accounting, Legal Structures, Investor Relations, Private Equity, Real Estate Transactions, Commercial Real Estate..., International Accounting, International Business..., International Business..., Liquidity Management, Leadership Development
Education
University of Pennsylvania 2014 — 2015
Master of Science (MS), Organizational Dynamics, Masters Science
Drexel University - College of Business and Administration 1994 — 1996
MS Finance, Finance
Drexel University - LeBow College of Business 1984 — 1989
BS Bus Administration, Accounting, Business Admin and Acconting
St. John Neumann 1980 — 1984
HS Diploma
Saint Monica 1971 — 1980
8th grade Diploma
USAA July 2013 - Present
Committee to Elect Amanda Colon for Circuit Court Judge in Pasco / Pinellas County August 2013 - August 2014
Franklin Templeton Investments February 2006 - June 2013
JP Morgan January 2003 - December 2005
Morgan Stanley Dean Witter July 1999 - December 2002
Skills
Mutual Funds, Fixed Income, Series 7, Wealth Management, Investments, Project Management, Relationship Management, Private Placements, Institutional Sales, Institutional Research, Equity Research, Fiduciary Management, Separately Managed..., Qualified Retirement..., Defined Contribution, Emerging Markets, Sovereign Debt, Derivatives, Asset Allocation, Series 63, Series 65, Florida life and health..., Series 6, Investment Strategies, Investment Advisory
Education
Eckerd College
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
New York University
Studying for CFP
S.U.N.Y Farmingdale
University of Pennsylvania - The Wharton School
CIMA Coursework
Villanova University
Certificate, Project Management
Merrill Lynch July 2015 - Present
Susquehanna International Group, LLP (SIG) January 2014 - July 2015
South Jersey Industries January 2013 - December 2013
South Jersey Industries April 2012 - December 2012
JP Morgan April 2011 - September 2011
Merrill Lynch April 2010 - September 2010
Ocean City Fire Dept. June 2006 - September 2010
Skills
Financial Analysis
Education
Drexel University - College of Business and Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
JP Morgan September 2012 - Present
Education
Duke University 2008 — 2012
Bachelor of Science (BS), Mathematics and Physics
Groton School 2004 — 2008