J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
General Motors January 2014 - Present
J.P Morgan June 2012 - December 2013
Sears Auto November 2010 - July 2012
eTERA Consulting June 2011 - August 2011
Skills
Digital Forensics, Network Security, Mac OSX, SQL, Microsoft Office Suite, Mainframe, Android OS, C++, C#, Visio, Computer Hardware, Unix, Databases, HTML, SharePoint, Windows, JavaScript, Servers, Windows 7, Programming, Software Documentation, Eclipse, MySQL, Web Development, CSS, Software Development, Requirements Analysis, Quality Center, Customer Service, Networking, Testing, ITIL, Data Analysis, PowerPoint, Microsoft Excel, Agile Project Management, Java, SDLC, User Acceptance Testing
Education
Florida A&M University 2007 — 2011
B.S, Computer Information Systems
JP Morgan May 2010 - Present
Ernst & Young March 1999 - January 2009
Ernst & Young March 1996 - March 1999
J&S Import Inc. March 1993 - March 1996
J&S Import Inc. February 1992 - March 1993
Skills
PMP, Change Management, Process Improvement, Budgets, Auditing, Leadership, Risk Management, Information Technology, ITIL
Education
Fairleigh Dickinson University 1996 — 2002
BS, Accounting
Legg Mason December 2005 - Present
Citi January 2004 - December 2005
JP Morgan 1998 - 2003
Skills
Fixed Income, Private Banking, Relationship Management, Series 7, Series 24, Asset Managment, Investment Management, International Sales, Team Leadership, Technical Analysis, Investments, Asset Allocation, Strategic Partnerships, Business Development, Asset Management
Education
Emory University - Goizueta Business School 1993 — 1997
BBA, Finance
Cisco Systems February 2010 - Present
Washington Mutual June 2000 - January 2010
JP Morgan 2008 - 2010
Wellspring Recources/CitiStreet June 1996 - June 2000
Skills
CCIE #29989, Storage Area Networks, SAN, NAS, Storage, Large SAN Designs, Virtualization
Education
Florida State University - College of Business 1994 — 1996
BS, Management Information Systems
Florida State University - College of Business 1990 — 1994
BS, Finance
dv01 October 2014 - Present
Edify June 2013 - Present
J.P. Morgan January 2012 - March 2013
JP Morgan June 2008 - January 2012
Bear Stearns June 2004 - March 2008
Skills
Non Agency Mortgage..., Commercial Mortgage..., Collateralized Debt..., Mortgage Derivatives, MBS, Trading, Hedge Funds, Fixed Income, Capital Markets, Alternative Investments, Structured Finance, Bloomberg, Structured Products, ABS, Securitization, Derivatives, Investment Banking, Valuation, Asset Managment, CMBS, CDO, Securities, Start-ups, Inspiration, Finance, New Business Development
Education
Emory University 2000 — 2004
Bachelor's Degree, Economics and Political Science
London School of Economics and Political Science 2002 — 2003
General Course
Corbin Capital Partners April 2012 - Present
JP Morgan May 2009 - April 2012
Skills
Trading, Portfolio Management, Investments, Bonds, Valuation, Hedge Funds, Fixed Income, Options, Credit Derivatives, Alternative Investments, Structured Products, Bloomberg, Financial Modeling, Financial Analysis, Due Diligence, Credit, Traders, CLOs, Residential Mortgages, Commercial Mortgages, Structured Finance, Asset Management, Finance, Capital Markets, Financial Risk, Loans
Education
Florida Agricultural and Mechanical University 2005 — 2009
Bachelor of Science, Business Administration
Barclays Investment Bank May 2014 - August 2014
KPMG July 2011 - June 2013
KPMG September 2006 - July 2011
KPMG - Financial Services June 2005 - August 2005
KPMG - Structured Finance Group May 2004 - August 2004
JP Morgan June 2003 - September 2003
Skills
Financial Accounting, US GAAP, Financial Analysis, CPA
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
ESADE Business & Law School
Master of Business Administration (MBA)
Howard University 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
Merrill Lynch December 2014 - Present
Independent Mortgage Company April 2009 - November 2014
UBS 1998 - 2002
Cendant 1996 - 1998
JP Morgan July 1988 - 1996
Skills
Refinance, Series 7
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Marketing and International Business
Fairfield University 1984 — 1988
BS, MATHEMATICS & COMPUTER SCIENCE
JPMorgan Chase March 2014 - Present
First Empire Securities, Inc June 2012 - December 2013
Morgan Keegan May 2009 - April 2012
JP Morgan January 2008 - January 2009
JPMorgan 2000 - 2007
Smith Barney 1996 - 2000
Skills
Equities, Series 7, Securities, Electronic Trading, Series 63, Equity Trading, Hedge Funds, Options, Traders, Investment Banking, Alternative Investments, Risk Management, Market Data, Asset Management, Equity Research, Fixed Income, Bloomberg, Trading, Investments, Derivatives, FINRA, Capital Markets, Portfolio Management, Bonds, Trading Systems, Financial Markets, Investment Strategies, ETFs, Series 24, Structured Products, Mutual Funds, Investment Advisory, Valuation, Equity Derivatives, Asset Allocation
Education
Fordham University
Holy Cross High School
Deutsche Bank 1999 - Present
JP Morgan 1987 - 1999
Skills
Hedge Funds, Asset Managment, Capital Markets, Alternative Investments, Asset Management, Structured Finance, Investments, Credit Analysis, Credit, Credit Derivatives, Finance, Mutual Funds, Loans, Leveraged Finance, Prime Brokerage, Fixed Income, Funding, Syndications, Structured Products, Derivatives, Management, Trading, CLO, CDO, Bonds, ABS, CDS, Financial Structuring, Middle Office, Securities, Securitization, Swaps, Interest Rate..., Private Equity, Portfolio Management, Corporate Finance, Financial Markets, Financial Services, Investment Banking, Banking, Investment Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
Masters, Masters-Accounting
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA, MBA-Finance
University of Michigan 1983 — 1987
BA, Economics
Brighton Jones March 2012 - Present
Brighton Jones October 2007 - Present
Brighton Jones October 2003 - October 2007
DMM dba Pioneer Manufacturing May 1994 - September 2003
JP Morgan May 1987 - April 1994
Skills
Investments, Risk Management, Tax Strategies, Philanthropy, Wealth Management
Education
Fordham University 1984 — 1987
B.A., Economics
Holy Family High School 1982 — 1983
Maria Regina Diocesan High School 1980 — 1981
Wellington Management November 1993 - Present
Coopers & Lybrand June 1992 - October 1993
United States Navy June 1984 - July 1990
JP Morgan July 1982 - May 1984
Education
Harvard Business School 1990 — 1992
MBA
Fordham University 1978 — 1982
B.S., Business Administration
Conner Strong & Buckelew June 2004 - Present
Commerce Insurance Services 2004 - 2008
JP Morgan August 1994 - June 2004
PLI Brokerage 1994 - 1997
United States Marine Corps May 1983 - September 1991
First Fidelity Bank 1986 - 1989
Skills
Insurance, Aviation Industry, Aviation, Risk Management, Risk, High Net Worth..., Employee Benefits, Financial Risk, Property & Casualty..., Underwriting, Commercial Insurance, Workers Compensation, Strategy, Risk Assessment, Customer Service, Casualty, Strategic Planning, New Business Development, Financial Services, Management, Sales, Analysis, Negotiation, Leadership, Liability, Brokers, Reinsurance, Professional Liability, Health Insurance, D&O, Life Insurance, Disability Insurance, Claim, Legal Liability, Claims Management, Employment Practices..., Excess, Casualty Insurance
Education
Flagler College 1982 — 1986
Bachelor of Arts (B.A.), Business Administration & Accounting
Mainland Regional High School 1978 — 1982
High School Diploma, College Preparatory
First Data Corporation April 2015 - Present
Credit Suisse June 2014 - Present
Societe Generale January 2010 - March 2014
Barclays Capital January 2008 - December 2009
Barclays Capital November 2003 - December 2007
Bank of America August 2002 - November 2003
JP Morgan September 2000 - August 2002
Skills
Fixed Income, Equity Derivatives, Derivatives, Credit Derivatives, Risk Management, Equities, Trading, Market Risk, Management, Portfolio Management, Electronic Trading, Credit Risk, Credit, Structured Products, Trading Systems, Program Management
Education
Georgetown University 2015 — 2016
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
New York University School of Continuing and Professional Studies
Cleary Gottlieb Steen & Hamilton LLP May 2014 - Present
JP Morgan May 2012 - May 2014
JPMorgan Chase April 2008 - April 2012
JPMorgan Chase July 2008 - April 2010
Skills
Talent Management, Investment Banking, Performance Management, Corporate Development, Human Resources, Management, Personnel Management, Mergers & Acquisitions
Education
Fairfield University 2004 — 2008
BA, Communication, Marketing
JP Morgan November 2007 - Present
J.P. Morgan June 1984 - Present
Education
Fairfield University
BA, Economics and Politics
Iona College
MBA, Financial Management
State of Wisconsin Investment Board October 2013 - Present
State of Wisconsin Investment Board January 2012 - October 2013
bendyworks.com 2011 - 2012
T. Rowe Price 2007 - 2010
Capital Valuation Group 2005 - 2007
JP Morgan 2006 - 2006
Skills
Equity Research, Equities, Software Development, Equity Valuation, Ruby on Rails, Analysis, Investments, R, Risk Management, Ruby, Finance, Business Valuation, Value Investing, Quantitative Investing, Fortran, Python, Financial Modeling, Financial Analysis, Data Analysis
Education
University of Washington 2013 — 2015
Master of Science (MS), Computational Finance & Risk Management
University of Wisconsin-Madison 2003 — 2007
BBA, Finance, Investments and Banking
Erasmus University Rotterdam 2005 — 2005
Bloomberg LP March 2015 - Present
Bloomberg LP September 2010 - Present
JP Morgan January 2000 - September 2010
Education
Fairfield University 1995 — 1999
BS, International Business
Xaverian Brothers High School 1991 — 1995
JP Morgan November 2005 - Present
Citigroup August 1999 - November 2005
Nine West Group July 1997 - July 1999
Caldor July 1996 - July 1997
Education
Stevens Institute of Technology 2001 — 2005
MS, Information Technology Management
Fairfield University 1992 — 1996
BS, Management Information Systems
Chaminade High School 1988 — 1992
J.P. Morgan August 2014 - Present
JP Morgan November 2010 - August 2014
Skills
Sales, Interpersonal Skill, Organization, Determination to Succeed, Hardwork, Bloomberg, Microsoft Excel, Microsoft Office, Resourceful..., Investments, Series 7, Series 63, Client Service Oriented, Loyal, Client Liaison, Options
Education
Felician College 2006 — 2010
Bachelor of Science, Business Administration
Christian Brothers Academy 2002 — 2006
CircleUp August 2014 - Present
Deliciously Dara 2013 - Present
UBS Financial Services, Inc. September 2013 - April 2014
JP Morgan July 2007 - September 2013
LLNS Healthcare Communications January 2006 - July 2007
Skills
Alternative Investments, Equities, Bloomberg, Financial Modeling, Account Management, Series 7, Fixed Income, Investments, Portfolio Management, Securities, Financial Analysis, Asset Allocation, Asset Management
Education
Emory University - Goizueta Business School 2001 — 2005
BBA, Finance and Marketing
Newark Academy
ICR July 2015 - Present
Triangle Capital April 2012 - January 2015
JP Morgan November 2010 - January 2012
Thomas Weisel Partners December 2007 - February 2009
Susquehanna International Group June 2005 - February 2007
Prudential Equity Group April 2002 - June 2005
Skills
Valuation, Due Diligence, Market Analysis, Strategic Planning, Modeling, Capital Markets, Equity Research, Investment Banking, Mergers & Acquisitions, Financial Analysis, Financial Modeling
Education
Fordham University - Graduate School of Business Administration 2003 — 2007
Master of Business Administration (MBA), Finance
Northeastern University 1996 — 2000
BS, Finance
HSBC Securities May 2013 - Present
Stroke Saver Golf 1990 - 2014
The Stellina Group, LLC April 2012 - April 2013
CRT Capital Group June 2011 - April 2012
Braver Stern Securities, LLC July 2009 - June 2011
JP Morgan June 2008 - November 2008
Bear Stearns 1990 - 2008
Skills
Series 7, Business Strategy, Analysis, Internal Controls, Fixed Income, Process Improvement, Project Planning, Project Execution, Project Implementation, Business Management, Sales Operations, Sales Support, Financial Reporting, Financial Analysis, Financial Accounting, P&L Analysis, Insurance, Project Management, Management, Financial Services, Finance, Leadership, Trading, Capital Markets, Cross-functional Team..., Derivatives, Equities
Education
Fairleigh Dickinson University
Finance
Wilkes University
BS, Accounting
Gemological Institute of America (GIA) January 2012 - Present
Gemological Institute of America (GIA) November 2008 - January 2012
Dalmatian Consulting Group, LLC April 2008 - December 2010
David Yurman, Inc. October 2007 - January 2008
Cartier April 2007 - October 2007
Cartier December 2005 - April 2007
Cartier June 2004 - December 2005
Ermenegildo Zegna September 2001 - June 2003
Citibank October 1997 - July 2000
JP Morgan August 1996 - August 1997
Skills
Luxury Goods, Watches, Retail, Fashion, Jewelry, Luxury, Merchandising, Wholesale, Brand Management, Marketing Strategy, Marketing, Visual Merchandising, Sales Management, Sales, Marketing Communications, Strategic Leadership, Leadership Development, Strategic Planning, Diamonds, Business Development, Strategy, Management, Brand Development, Gems, Product Management, Trade Shows, Leadership, Integrated Marketing, Training, Marketing Management, Luxury Brand Marketing, Sales Operations, Selling, Gemology, Luxury Lifestyle, Apparel, International Marketing, P&L Management, Market Planning, Product Marketing, Product Development, Online Marketing, Market Analysis, E-commerce, International Sales, International Business, Brand Awareness, Strategic Partnerships, Competitive Analysis, Market Research
Education
ESSEC Business School 2000 — 2001
MBA, Luxury Marketing & Brand Mgmt.
Hamilton College 1988 — 1993
BA, Government & Art History
Ellenville High School
Gemological Institute of America
Graduate Diamonds, Graduate Pearls, and Accredited Jewelry Professional (AJP) Diplomas
Southern Methodist University
Morgan Stanley May 2013 - Present
UBS October 2012 - May 2013
UBS April 2010 - October 2012
JP Morgan 2007 - May 2010
JPMorgan Chase April 2001 - December 2006
American Express January 2000 - March 2001
Skills
CFA, Management, Outsourcing, Chartered Financial..., Business Process, Asset Managment, IT Strategy, Financial Modeling, Offshoring, IT Management, Finance, Valuation, Risk Management, Derivatives, Equities, Strategic Financial..., Capital Markets, Financial Analysis, Investments, Business Analysis, Asset Management, Acquisitions, Fixed Income, Portfolio Management, Corporate Finance, Financial Services, Investment Banking, Essbase, Investment Management, Contract Negotiation, Mergers
Education
University of St. Thomas - Opus College of Business 1993 — 1994
MBA, Accounting
Finance University under the Government of the Russian Federation 1987 — 1992
B.S, Finance
Bank of America January 2011 - Present
Bank of America July 2009 - December 2010
Bank of America August 2006 - June 2009
VirtualBank February 2001 - August 2006
Palm Beach Atlantic University January 2002 - April 2002
JP Morgan October 1996 - October 1999
Skills
PMP, Risk, Program Management, Change Management, Process Improvement, Risk Management, SDLC, Mentoring, Business Analysis, Team Building, Management, Integration, Quality Assurance, Banking, Business Process, Financial Risk, Leadership, Business Intelligence, Training, Six Sigma, Portfolio Management, Budgets, Software Development, Software Project..., Project Management, PMO
Education
Villanova University 2003 — 2005
MBA, Project Management
Palm Beach Atlantic University 1998 — 2000
MBA, Finance
Florida State University 1988 — 1992
BS, Finance
Park Ridge High School 1984 — 1988
HS
HSBC June 2011 - Present
Standard Chartered Bank August 2009 - March 2011
ING May 1997 - March 2001
JP Morgan February 1987 - May 1997
Skills
Fixed Income, Capital Markets, Emerging Markets, Investment Banking, Portfolio Management, Structured Finance, Financial Structuring, Derivatives
Education
Evangel University 1982 — 1986
BBA, Accouning
Jackson Prep 1979 — 1982
SAIC November 2014 - Present
JP Morgan February 2010 - November 2014
YRCW Technologies April 2009 - February 2010
YRC Worldwide Technologies May 2007 - April 2009
YRC Worldwide, Inc. January 1997 - May 2007
YRC March 1995 - December 1996
Vantage Computer Systems, Continuum, CSC 1992 - 1995
Boeing 1990 - 1992
Skills
COBOL, Unix, Project Management, MS Project, Scrum, J2EE Application..., Java, IBM AS/400, IBM Mainframe, PowerBuilder, HTML, DB2, Certified Scrum Master..., Agile Methodologies, Sprint Planning, Iteration, Showcasing, Retrospectives, Release Management, JIRA, JSP development, Problem Solving, Issue Resolution, Collaboration, Governance, SDLC
Education
Emporia State University 1988 — 1990
Bachelor of Arts (BA), Computer Technology/Computer Systems Technology
Chase Home Lending September 2010 - January 2012
JPMorgan Chase 2006 - September 2010
JP Morgan July 2003 - October 2006
JP Morgan July 2000 - June 2003
JP Morgan July 1998 - June 2000
The Chase Manhattan Bank June 1986 - June 1998
Skills
Operational Risk,...
Education
Fordham Gabelli School of Business 1989 — 1991
MBA, Commercial Banking & Real Estate
Fairfield University 1982 — 1986
BS, Finance & Communications
Immaculate Heart Academy 1978 — 1982
AloStar Bank Of Commerce October 2011 - Present
ING September 1996 - March 2009
PHN Capital Funding Inc. February 1994 - September 1996
JP Morgan March 1989 - September 1992
Education
Emory University - Goizueta Business School 1992 — 1994
MBA, Finance
University of Virginia 1983 — 1987
BA, Mathematics
caseable, LLC September 2009 - Present
PATCHPEOPLE LTD. November 2007 - Present
Merrill Lynch July 2008 - September 2009
Droege & Comp. July 2007 - September 2007
JP Morgan January 2007 - March 2007
HypoVereinsbank May 2006 - August 2006
Education
European Business School Oestrich-Winkel 2005 — 2008
Bachelor of Science, General Business Administration
Universidad Argentina de la Empresa 2007 — 2007
Corporate Finance, Financial Engineering
Capital One November 2011 - Present
Morgan Stanley December 2010 - November 2011
Morgan Stanley December 2007 - December 2010
Morgan Stanley December 2003 - December 2007
JPMorgan Chase 1998 - 2003
JP Morgan 1996 - 1998
Skills
Loan Servicing, Credit Cards, Commercial Real Estate, Management, Loans, Securitization, Fixed Income, Strategy, Investment Banking, Financial Services, Financial Risk, Mortgage Lending, Operations Management, Finance, Capital Markets, Payments, Portfolio Management, Structured Finance, Banking, Financial Analysis
Education
Fordham Gabelli School of Business 1992 — 1996
Masters, MBA-Finance
University of Delaware - Lerner College of Business and Economics 1987 — 1990
Bachelors, Business Administration
Mobistream, Ltd. 2010 - Present
MK Vision, LLC 2009 - 2010
JP Morgan 2006 - 2008
Deutsche Bank 2005 - 2005
IBM 1999 - 2004
Skills
Strategic Partnerships, Business Development, Entrepreneurship, Venture Capital, Strategy, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Majored in Finance and Multinational Management
Ewha Womans University 1998 — 2000
MA, International Trade
Federal Reserve Bank of New York October 2008 - Present
Federal Reserve Bank of New York August 2005 - October 2008
JP Morgan October 1987 - November 2002
Skills
Dodd Frank..., Captial Adequacy/Stress..., Asset valuation/ pricing, Hedge Funds, Derivatives, Equities, Fixed Income, Credit Risk, Stress Testing, Enterprise Risk..., Corporate Governance, Insurance, Market Risk, Operational Risk, Counterparty Risk, Liquidity Risk, Credit Derivatives, Due Diligence, Capital Markets, Investment Banking, Banking, Risk Management
Education
Pace University - Lubin School of Business 1983 — 1985
MBA, Finance
Fordham University 1978 — 1982
BA, Medieval Studies & Philosophy
PineBridge Investments May 2012 - Present
PineBridge Investments May 2010 - August 2012
PineBridge Investments November 2006 - May 2010
Resources Global Professionals February 2006 - December 2007
Deutsche Bank Securities May 1999 - March 2005
JP Morgan 1998 - 1999
Citibank 1993 - 1998
Skills
Fixed Income, Accounting, Forecasting, Restructuring, Financial Analysis, Financial Modeling, Internal Controls, Corporate Finance, Mutual Funds, Financial Services, Finance, Investments, Analysis, Budgets, Financial Risk, Management, Asset Management, Hedge Funds
Education
New York University 2001 — 2003
Real Estate Certificate, Real Estate Financing
Fordham Gabelli School of Business 1994 — 1996
MBA, Management
Fordham University 1989 — 1993
BS, Finance
WeWork June 2015 - Present
Tech and Bowery July 2014 - June 2015
Life Time - The Healthy Way of Life Company September 2013 - July 2014
Bloomberg April 2011 - September 2013
JP Morgan June 2010 - April 2011
The Medicines Company June 2009 - June 2010
HSBC Securities May 2008 - August 2008
Aksia LLC May 2007 - August 2007
Skills
Bloomberg Terminal, Equities, Hedge Funds, Financial Modeling, Derivatives, Microsoft Excel, Foreign Exchange, Economics, Financial Analysis, Bloomberg Software, Bloomberg, Finance, Financial Markets, Bloomberg Data License, Commodity Markets, Tough Mudder, Portfolio Management, Analysis, Sales, New Business Development, Business Development, Business Analysis, Account Management, Customer Service, Customer Experience, Customer Retention, FX Trading, Trading, Brand Development, Brand Awareness, Fixed Income, Investments
Education
Fordham University 2005 — 2009
B.A., Economics
Probitas Partners May 2015 - Present
Nomura Securities International Inc. August 2011 - January 2015
Lehman Brothers Holdings Inc. & Barclays Capital Inc. January 2007 - August 2011
Protiviti, Risk & Business Consulting 2005 - 2007
JP Morgan 2002 - 2004
Skills
Capital Markets, Investment Banking, Strategy, Management, Fixed Income, Financial Analysis, Equities, Valuation, Bloomberg, Asset Management, Securities, Corporate Finance, Private Equity, Investments, Derivatives, Internal/External..., Organizational..., Project Management, Hedge Funds, Investment Management, Investor Relations, Marketing, Sales
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor's Degree, Finance Major, French Minor
ESCP Europe 2001 — 2001
Finance, Paris, Study Abroad
Manning & Napier Advisors June 2008 - May 2014
Wachovia Securities 2004 - 2008
JP Morgan 2001 - 2004
BNP Paribas 1995 - 2001
Bear Stearns 1993 - 1995
Skills
Equities, Investments, Asset Allocation, Mutual Funds, Hedge Funds, Fixed Income, Investment Management, Options, Alternative Investments, Investment Strategies, Emerging Markets, Asset Management, Credit Derivatives, Swaps, Capital Markets, Strategy, Non-profit Board..., Relationship Management, Fundraising, ERISA, Defined Contribution, Regulatory Compliance, New Business Development, Capital Campaigns, Economic Development
Education
Saint John's University School of Law 1990 — 1993
Juris Doctor
Fordham University
BA, Economics, Summa Cum Laude
JP Morgan October 2011 - Present
PNC Mortgage July 2009 - May 2012
Diamond Bank FSB April 2009 - June 2009
Great Lakes Home Mortgage March 2005 - March 2009
Northern Trust 1998 - January 2003
Liberty Bank for Savings 1993 - 1998
Irving Federal Bank for Savings 1977 - 1992
Skills
Management, Finance, Loans, Portfolio Management, Mortgage Lending, Training, Underwriting, Business Development, Real Estate, Sales
Education
Fairfield University
Graduate of National School of Banking
Hamline
BA, Psychology
Geneva Watch Group March 2003 - Present
JP Morgan 1999 - 2003
Calvin Klein 1997 - 1999
Coach 1995 - 1997
Skills
Legal, Credit & Collections, Contract Negotiation, Licensor Relations, Risk & Insurance, Auditing, Systems implementation, Building Strong Teams, Forecasting, Licensing, Finance, Business Strategy, Credit, High Performance Teams, Budgets, Financial Reporting, Cash Flow, Financial Analysis, Mergers & Acquisitions, Sarbanes-Oxley Act, Inventory Management, Strategic Financial..., Financial Modeling, Accounts Receivable
Education
Fordham Gabelli School of Business
MBA, Finance
Iona College 1980 — 1985
J.P. Morgan June 2012 - Present
JP Morgan June 2010 - June 2012
LLBH Private Wealth Management LLC February 2010 - May 2010
JPMorgan Chase June 2009 - August 2009
Prudential Financial May 2008 - December 2008
Skills
Microsoft Excel, Finance, Sales, Business Development, Budgets, Financial Forecasting, Software Documentation, Disaster Recovery, Invoicing, Financial Analysis, Bloomberg, Financial Modeling, Risk Management, PowerPoint, Project Management
Education
Fairfield University 2006 — 2010
Bachelor of Science, Finance, Economics
Universiteit Maastricht 2009 — 2009
Study Abroad, International Investments, International Business Strategy, Financial Economics, Network Economics
Charles River Development April 2015 - Present
JP Morgan June 2008 - April 2015
Bank of America August 2005 - May 2008
Bank of America July 2000 - August 2005
Skills
Mutual Funds, Securities, Series 7, Fixed Income, Bloomberg, Equities, Financial Services, Banking, Asset Management, Fund Administration, Valuation, Compliance Reporting, Financial Analysis, Rulemaking, Coding Experience, Financial Research, Derivatives, ETFs, Financial Regulation, Analytics
Education
Florida Atlantic University
Master's degree
Funding Alternatives Incorporated DBA:ArgoFund July 2013 - Present
Pocketlife April 2010 - Present
Pop-up Brands July 2012 - Present
Safor Valley January 2013 - Present
City Alliance Bancorp 2009 - 2011
KGL Investments 2007 - 2009
Amalgamated Bank 2006 - 2007
ALA LLC 2004 - 2005
Citigroup 2001 - 2003
JP Morgan 2000 - 2001
Skills
Venture Capital, Latin America, Private Equity, Financial Structuring, Investments, Emerging Markets, Financial Services, Cross-border..., Alternative Investments, Banking, Financial Institutions, Structured Finance, Corporate Finance, Financial Modeling, M&A experience, Valuation, Asset Managment, Due Diligence, Fund Of Funds, Buy-side, Portfolio Management, LBO, Deal Sourcing, Business Valuation, Corporate Development, Mergers, Growth Capital, Investment Advisory, Investment Strategies, Financial Analysis, Joint Ventures, Capital Structure, Commercial Banking, Retail Banking, Investment Banking, Leveraged Finance, Project Finance, Capital Markets, Restructuring, Mergers & Acquisitions, Asset Management, Credit Analysis, Business Strategy, Strategy, Hedge Funds, Acquisition Integration, Equities, Capital, Fixed Income, Private Placements
Education
IESE Business School - University of Navarra 2010 — 2012
MBA, Business Administration, Management and Operations Global Focus
Fairleigh Dickinson University 1995 — 2000
BSc, Finance & Economics
Chase May 2011 - Present
JP Morgan Chase March 2009 - April 2011
JP Morgan August 2002 - August 2008
Skills
Series 7, Series 63, Credit, Training & Development, Sales Management, Loan Origination, Loans, Banking, Mortgage Lending, Mortgage Banking, Residential Mortgages, Employee Training, Real Estate, Refinance
Education
Fordham Gabelli School of Business 2002 — 2007
M.B.A., Finance
Pace University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Dex Media 2014 - Present
Apple & Eve LLC March 2012 - 2014
Yellowbook Inc. August 1987 - March 2012
Ernst & Young 1981 - 1987
JP Morgan 1980 - 1981
Skills
PowerPoint, Small Business, Product Development, Brand Management, Integrated Marketing, Financial Reporting, Mergers, Accounting, Internal Audit, Strategic Planning, Corporate Finance, Yellow Pages, Finance, Management Consulting, Management, Tax, Internal Controls, Leadership, Mergers & Acquisitions, Start-ups, Strategy, Forecasting, New Business Development, Business Strategy, Entrepreneurship, Analytics, Business Development, Strategic Partnerships, Marketing Strategy, Budgets, Lead Generation, Sales, Financial Analysis, Auditing, Consolidation, SEC filings, Private Equity, Cash Management, Banking, Executive Management, Adaptability, Financial Modeling, Managerial Finance, Due Diligence, Business Planning, Restructuring, CPA, Strategic Financial..., Sarbanes-Oxley Act, P&L Management
Education
LIU Post 1978 — 1980
BS in Accounting, Accounting
Farmingdale State College 1976 — 1978
Associate, Business Adm
Richard Arp Productions January 1996 - Present
Workers.com 2010 - 2010
Lockheed Martin January 2006 - January 2007
JP Morgan January 2004 - January 2007
Prosurance Group January 2005 - August 2005
Worldwide, Grey January 1996 - January 2005
Scott Dittrich Films/Action Sports January 2004 - June 2004
Wilbur Smith Associates January 2000 - August 2000
NASA/Ames Research Center January 1991 - June 1992
Skills
Film, Windows, Video, Computer Hardware, Technical Support, Databases, Troubleshooting, Microsoft Office, Linux, Microsoft Excel, Perl, Python, Java, Android Development, Networking, A+ Certified, Network + Certified, JavaScript, Access, Television, Editing, Photoshop, Customer Service
Education
San Francisco State University 1992 — 1995
B.A, Cinema
San Francisco State University 1990 — 1995
BA, Cinema
Foothill College 1990 — 1992
GE, GE
ROP - Regional Occupational
Certificate, computer repair, Information Technology
Work2Future Toolbox class
JP Morgan May 2006 - May 2010
Education
Elon University - Martha and Spencer Love School of Business 2002 — 2006
JP Morgan 2010 - 2011
JPMorgan 2000 - 2009
JPMorgan, Paris, France January 1999 - September 1999
JPMorgan 1993 - 1999
Skills
Capital Markets, Financial Analysis, Derivatives, Risk Management, Corporate Finance, Credit, Banking, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Finance
Fairfield University
International Relations, French, Psychology
City University of New York October 1999 - Present
City University of New York (CUNY 1999 - Present
JP Morgan October 1986 - October 1999
JP Morgan Private Banking 1988 - 1999
J.P. Morgan 1986 - 1999
EBASCO October 1978 - October 1986
AEP June 1976 - October 1978
Skills
SQL, Crystal Reports, Visual Basic, Databases, Programming, Access, HTML, Sybase, Servers, Application Development, SQL Server, Database Management, Database Administration, archibus, cold fusion, JavaScript, Archibus, Microsoft SQL Server, ASP
Education
Fairleigh Dickinson University 1976 — 1980
MSEE, Electrical Engineering
Fairleigh Dickinson University 1974 — 1976
Master Degree in Electrical Engineering (MSEE), Electrical and Electronics Engineering
Goering & Goering, LLC August 2015 - Present
JP Morgan August 2014 - June 2015
U.S. Department of Homeland Security 2007 - 2010
Konica Minolta Business Solutions U.S.A., Inc. 2004 - 2006
United States Army 1996 - 2004
Skills
Private Investigations, Policy, Combat, Risk Assessment, Investigation, Legal Research, Fraud, Government, Risk Management, Surveillance, Banking, Management
Education
Florida State University College of Law
Juris Doctor
Northern Kentucky University
Bachelor's Degree, Journalism and History
Blue Cross and Blue Shield of North Carolina August 2010 - June 2012
D & B Marketing Associates Inc. January 2006 - December 2009
JPMorgan Chase July 2003 - December 2005
JP Morgan January 2002 - June 2003
ePierce 2001 - 2003
Great American Insurance 1999 - 2001
Schering-Plough Pharmaceuticals 1997 - 1999
American Express 1988 - 1997
Bank of New York Mellon 1985 - 1986
Skills
Change Management, Product Management, Database Marketing, Business Strategy, Data Analysis, Consulting, Business Intelligence, CRM, Management Consulting, Strategic Planning, Business Analysis, Vendor Management, Outsourcing, Analytics, Start-ups, Management, Leadership, Strategy
Education
Fordham University 1981 — 1985
Finance & Statisics, Finance, Quantitative Methods, Economics
Google June 2013 - Present
McKinsey & Company January 2009 - May 2013
The World Bank Group - CGAP June 2007 - September 2007
JP Morgan September 2006 - February 2007
PAO Bang September 2004 - September 2006
Education
ESSEC - ESSEC Business School 2004 — 2008
MSc in Management
Lycée Thiers 2002 — 2004
Classes Préparatoires (Bachelor's degree equivalent), Economics
JP Morgan October 2010 - Present
Education
Fairfield University 2006 — 2010
Bachelor of Science, Finance
Australia Catholic University
JPMorgan Chase July 2014 - Present
JPMorgan Chase June 2013 - Present
JP Morgan December 2008 - May 2013
Barclays Capital September 2006 - November 2008
Goldman Sachs July 2004 - August 2006
Day Trade Asset Management January 2003 - July 2004
Natexis Banques Populaires June 2001 - August 2002
Skills
Derivatives, Structured Products, FX Options, Commodity, Equities, VBA, Proprietary Trading, Valuation, Volatility, Financial Risk, Exotic Derivatives, Capital Markets, Bloomberg, Investment Banking, Financial Markets, Options, Quantitative Finance, Commodity Markets, Market Data, Risk Management, Quantitative Analytics, Swaps, Back Office, Market Risk, Options Strategies, Trading Systems, Equity Derivatives, Fixed Income
Education
ESLSCA 2002 — 2004
Master, Capital Markets
Université d'Orléans 1997 — 2001
MST Finance, Finance
JPMorgan Chase October 2007 - Present
Citigroup April 2006 - September 2007
JP Morgan July 1995 - April 2006
Technology Solutions 1994 - 1995
Salomon Brothers 1990 - 1994
Skills
Risk Management, Project and Program..., Equity and Fixed Income..., Foreign Exchange Trading, Derivative Products, Fixed Income, Equities, Investment Banking, Credit Derivatives, Credit Trading, Derivatives, Equity Derivatives, FX Options, FX trading, Market Data, Trading Systems
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
All Hallows High School
Manhattan College
B.S. in Computer Information Systems
Foster Technology Services May 2007 - Present
Medco August 2007 - June 2011
Pfizer March 2003 - July 2007
JP Morgan 1992 - 1995
Skills
Vendor Management, Mobile Devices, SDLC, Cross-functional Team..., PMP, Project Management, IT Management, Project Portfolio..., Disaster Recovery, Management, Project Planning, Leadership
Education
Fairleigh Dickinson University 1991 — 1992
MBA, Corporate Finance
Fordham University February 2008 - Present
Guiding Eyes for the Blind January 2004 - February 2008
Simpson Thacher & Bartlett LLP June 2003 - January 2004
Synapse Group August 2000 - April 2003
Synapse September 1999 - August 2000
Ernst & Young April 1998 - September 1999
Fordham University April 1994 - April 1998
Fordham University July 1990 - April 1994
JP Morgan July 1989 - July 1990
Skills
Vendor Management, Compliance, IT Governance, Business Continuity, Budgeting, IT Leadership, Higher Education, Non-profits, Supervisory Experience, Information Security..., Project Management, System Administration, Network Administration, Firewalls, Program Management, Budgets, Governance, Databases, Information Security, Computer Security, Risk Management, Process Improvement, Information Technology, Change Management, Management, SDLC, Nonprofits
Education
Fordham University 2012 — 2016
Doctor of Education (Ed.D.), Educational Leadership and Administration, General
Fordham Gabelli School of Business 1991 — 1994
MBA, Information Services
Fordham University 1985 — 1989
BS, Computer Science
Cardinal Spellman HS 1981 — 1985
Aspect Software 2014 - Present
Aspect Software 2012 - 2014
Aspect Software 2010 - 2012
Citigroup 1996 - 2008
Bell Atlantic Network Integration 1996 - 1996
JP Morgan 1982 - 1996
Skills
IT Management, Business Analysis, Cloud Computing, Business Intelligence, IT Service Management, Business Process, Contact Centers, Strategy, Vendor Management, Management, Financial Services, Security, Strategic Planning, Risk Management, System Deployment, Telecommunications, SDLC, Product Management, Solution Architecture, Integration, Networking, Call Center, Enterprise Architecture, IT Strategy, Unified Communications, CRM, Data Center, Outsourcing, Architecture, Software Development, Call Centers, Process Improvement, Change Management, Business Process..., ITIL, Disaster Recovery, Budgets, Cisco Technologies, Project Management, Program Management, Unix, Technical Support
Education
Fordham University
BA, Information Science
Fordham University - Graduate School of Business Administration
MBA, Information & Communication Systems
Hedge Fund January 2013 - Present
Morgan Stanley September 2011 - December 2012
JP Morgan 2010 - September 2011
Morgan Stanley July 1996 - July 2010
AQUA Software 1995 - 1996
US Peace Corps (Botswana) January 1992 - December 1993
Education
Fairfield University
New York University
MS
Nomura Securities April 2013 - Present
Nomura Securities November 2009 - Present
Nomura Securities November 2009 - Present
Bank of America June 2006 - October 2009
JPMorgan 1996 - 2006
JP Morgan 1996 - 2006
JPMorgan Chase 1995 - 2006
ACS 1992 - 1994
Education
Stevens Institute of Technology 1994 — 1996
Bachelor of Engineering
Fairfield University 1991 — 1995
Haus Angeles December 2010 - Present
JP Morgan 1985 - 1998
JP Morgan Private Banking 1985 - 1998
Skills
Real Estate, First Time Home Buyers, Sellers, Short Sales, Investment Properties, REO, Single Family Homes, Buyer Representation, Condos, Foreclosures, Relocation, Listings, Residential Homes, Real Estate Transactions, Leases, Landlord, Brokerage, Selling, Contract Negotiation
Education
Fairleigh Dickinson University 1981 — 1983
MBA, Finance
The College of New Jersey 1977 — 1981
Banking, Corporate, Finance, and Securities Law
East Brunswick High School 1973 — 1977
Enclude Holding October 2014 - Present
Enclude Holding 2014 - 2015
BCP Worldwide March 2013 - August 2014
Mahan Consulting Group November 2010 - March 2013
Lenox Capital Group, LLC June 2006 - September 2010
Seedco January 2004 - April 2006
Unilever (Ben & Jerry's) July 2003 - January 2004
JP Morgan January 1998 - June 2003
Charter One Financial October 1992 - June 1995
Keycorp June 1988 - October 1992
Skills
Financial Modeling, Strategic Planning, Due Diligence, Financial Analysis, Investments, Management Consulting, Investment Banking, Private Equity, Risk Management, Corporate Finance, Business Strategy, Finance, Valuation, Financial Services, Portfolio Management, Asset Managment, Managerial Finance, Banking, Entrepreneurship, Fixed Income, Analysis, Team Leadership, Training, Mergers
Education
University of Wisconsin-Madison - School of Business 1995 — 1997
MS, Finance, Investments and Banking
Florida Agricultural and Mechanical University 1984 — 1988
BS, Business Administration
Cantor Fitzgerald October 2012 - Present
Gleacher & Company December 2008 - October 2012
Deutsche Bank October 2006 - December 2008
JP Morgan January 2004 - October 2006
Education
Fairleigh Dickinson University 2003 — 2004
MBA
Fairleigh Dickinson University 1999 — 2003
BS
Operation HOPE January 2014 - Present
JPMorgan Chase June 2011 - August 2013
Jackson Hewitt January 2009 - April 2011
Wachovia Bank July 2007 - December 2008
jp morgan 1993 - 1997
Skills
Retirement Planning, Financial Planning, Credit, Risk Management, Mortgage Lending, Business Development, Finance, Underwriting, Loans, Financial Analysis, Insurance, Investments, Small Business, Residential Mortgages, Fixed Income, Securities, Financial Services, Banking, Strategic Financial..., Portfolio Management, Mortgage Banking, Management, Loan Origination, Refinance, Lines Of Credit, Commercial Banking, Commercial Mortgages, Financial Advisory, Small Business Lending, Series 6, Cross Selling, Investment Advisory, Capital Markets, FHA, Relationship Management, Consumer Lending, Financial Risk, Real Estate, Series 7, Commercial Lending, Sales, Credit Analysis, Series 63, Leadership, FHA financing, Cash Management, Home Equity, Funding, Credit Risk
Education
Fordham University - Graduate School of Business Administration 1994 — 1999
Master of Business Administration (MBA), Marketing
Hofstra University 1986 — 1990
BA, Finance
JPMorgan Chase April 1997 - Present
JP Morgan 1997 - Present
Lehman Brothers NY December 1989 - April 1997
Skills
Wealth Management, Private Banking, Business Development, Program Management, Strategic Planning, Derivatives, Fixed Income, Banking, Capital Markets, Securities
Education
Fairfield University 1985 — 1989
Bachelor of Arts (B.A.), Psychology
JP Morgan Vice PresidentJP Morgan Chase & Co.1994 - Present
JPMorgan Chase Bank 1994 - Present
JPMorgan Chase 1994 - Present
The Chase Manhattan Bank 1994 - Present
JPMorganChase 1994 - Present
JPMorganChase Bank 1994 - Present
Education
Fordham Gabelli School of Business 1980 — 1982
J.P. Morgan Securities January 2015 - Present
JP Morgan March 2008 - January 2015
Bear Stearns January 1996 - April 2008
Bear, Stearns & Co. Inc. January 1996 - September 1998
Skills
Series 7, 24, 55 and 63..., Training, New Business Development, Management, Leadership, Relationship Management, Series 7, Process Improvement, Operations Management, Risk Management, Asset Management, Equities, Finance, Financial Services, Hedge Funds, Investment Banking, Public Relations, Recruiting, Strategic Planning, Strategy
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Executive MBA, Business Administration and Management
Towson University 1991 — 1995
BS, Psychology, Political Science
Victory Home Inspections, LLC October 2007 - Present
Marketing Content Solutions, LLC 2012 - 2013
Campbell Soup Company September 2004 - November 2007
RJ Reynolds April 2002 - August 2004
RJ Reynolds June 1999 - April 2002
RJR Nabisco August 1995 - June 1999
Reckitt & Colman (Reckitt Benckiser) 1991 - 1995
Colgate Palmolive 1989 - 1991
JP Morgan 1987 - 1989
Price Waterhouse 1980 - 1987
Skills
Entrepreneurial..., Email Marketing, Financial Management, Auditing, Consumer Products, Managerial Finance, Content marketing, Mergers, Content Marketing, Entrepreneurship, Forecasting, Strategic Planning, Finance, Mergers & Acquisitions, Internal Audit, Leadership, Internal Controls
Education
Fairleigh Dickinson University 1994 — 1995
MBA, Management
Fairleigh Dickinson University 1976 — 1980
BS, Accounting
UBS 2007 - Present
Ranger Golf Inc. 1997 - 2007
Citibank 1991 - 1997
JP Morgan 1990 - 1991
Education
European Business School Oestrich-Winkel 1989 — 1990
MBA, German, International Economics, International Finance
Thunderbird School of Global Management 1989 — 1990
MBA, International Finance
The University of Texas at Austin 1985 — 1989
BBA, Finance
Shellpoint Mortgage Servicing January 2013 - Present
Fortress Investment Group September 2008 - January 2013
Lehman Brothers February 1999 - June 2008
JP Morgan March 1997 - February 1999
Brown Brothers Harriman October 1994 - March 1997
Skills
Securitization, MBS, Capital Markets, Loans, Due Diligence, Mortgage Lending, Fixed Income, ABS, Structured Finance, Hedge Funds, Structured Products, Alternative Investments, CMBS, Financial Structuring, Bloomberg, Bonds
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Finance
McKinsey & Co May 2000 - Present
JP Morgan 1997 - 2000
Johnson & Higgins 1994 - 1997
Skills
Management Consulting, Offshoring, IT Strategy, Program Management, Strategy, PMO, Change Management, Management, Lotus Notes, Business Transformation, Business Process..., Project Management, Business Analysis, IT Management
Education
Fairfield University 1990 — 1994
Bachelor of Science (BS), Finance, General
JP Morgan Chase January 1987 - Present
JP MorganChase 1987 - Present
JPMorgan 1987 - Present
JPMorgan Chase 1987 - Present
JPMorganChase 1987 - Present
JP Morgan 1989 - 2005
Teleport Communications November 1984 - December 1986
INSCO Systems/Continental INsurance October 1976 - November 1984
American Health and Life September 1975 - November 1976
Maryland Casualty Company July 1974 - September 1975
Skills
Management, Business Analysis, Investment Banking, Risk Management, Fixed Income, ITIL, Equities, Portfolio Management, Banking, Financial Services, Hedge Funds, Program Management, Outsourcing, Vendor Management, Capital Markets, Process Improvement, Governance, Strategy
Education
Fairleigh Dickinson University 1979 — 1982
MBA, Finance
Fordham University 1970 — 1974
BA, Political Science
Loyola
Loyola
Loyola
The Hackett Group 2013 - Present
Accenture 2010 - 2013
Ernst & Young LLP 2007 - 2009
KPMG Consulting LLP / BearingPoint, Inc. 1997 - 2007
Lubin Business Interiors, Inc. 1990 - 1997
JP Morgan 1984 - 1990
Skills
Business Transformation, Performance Management, Management Consulting, Finance, Business Analysis, Program Management, Strategy, Organizational Design, Management, Consulting, Business Intelligence, Managerial Finance, Business Process..., Financial Analysis, Finance Transformation, Sarbanes-Oxley Act
Education
Emory University
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Strategic Planning
TIAA-CREF October 2013 - Present
Resources Global Professionals October 2011 - October 2013
Barclays Capital February 2009 - October 2011
Barclays Capital September 2005 - January 2009
Deutsche Asset Management July 2003 - April 2005
Merrill Lynch Investment Managers August 1999 - July 2003
JP Morgan 1994 - 1999
Skills
Business Management, Financial Analysis, Forecasting, Business Analysis, Financial Modeling, Budgets, Portfolio Management, Capital Markets, Management, Financial Services, Accounting, Process Improvement, Strategic Planning, Investment Banking, Business Process..., Mergers & Acquisitions, Strategy, Finance, Financial Planning and..., Leadership, Risk Management, Budgeting, Budget Forecasts, Global Asset Management, Customer Profitability, Profitability Tracking, Strategic Financial..., Analysis, Corporate Finance, Management Consulting, Fixed Income, Technology Management, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Southern Connecticut State University 1988 — 1991
BA, Liberal Studies
Immaculate High School
Ontario Teachers' Pension Plan July 2010 - Present
Ontario Teachers' Pension Plan April 2006 - June 2010
JP Morgan 2004 - 2005
Find/SVP 2000 - 2004
UMS Group 1999 - 2000
Economist Intelligence Unit May 1998 - December 1998
Skills
Coaching, Research, Bloomberg, Equity Research, Time Management, Market Research, Valuation, Financial Modeling, Analysis, Financial Analysis
Education
Mount Holyoke College 1993 — 1997
B.A., Economics
Fordham University
M.A., International Political Economy & Development
University of Toronto
The Solutions Group 2006 - Present
JP Morgan 2004 - 2006
Ernst & Young 2001 - 2004
Bank Of America 1998 - 2001
Texaco Oil Corporation 1997 - 1998
Education
Florida State University - College of Business 1991 — 1995
BA, Finance, Accouting, Accouting, Multinational & International Business, Criminology with Conc. Law
Catalyst Global LLC 2014 - Present
Edward Jones 2009 - 2012
JP Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Barclays 1998 - 2004
Education
Fordham University - Graduate School of Business Administration
Master of Science (MS) - Candidate, Investor Relations
State University of New York at Buffalo
Bachelor of Arts (BA), Economics
Pelham Memorial High School
Siwanoy Elementary
Goldman Sachs 1998 - Present
JP Morgan 1994 - 1998
Sullivan & Cromwell LLP 1991 - 1994
Skills
Derivatives, Commodities, Infrastructure..., Private Equity, Hedge Funds, Trading, Mergers & Acquisitions, Corporate Governance, Investment Banking, Corporate Law, Legal Compliance, Capital Markets, Structured Finance, Trade Finance, Project Finance, Commercial Lending, Government Relations, Securities Regulation, Bank Regulatory, Dispute Resolution, Litigation, Cross-border..., Restructuring, Environmental Law, Negotiation, Joint Ventures
Education
University of Pennsylvania Law School 1988 — 1991
JD
Emory University 1984 — 1988
Bachelor's degree
JP Morgan 1993 - Present
Skills
Onboarding, Performance Management, Talent Management, Human Resources, Talent Acquisition, Employee Relations, Succession Planning, Leadership, Employee Engagement, Applicant Tracking..., Workforce Planning, Recruiting, HRIS, Organizational...
Education
Florida Agricultural and Mechanical University
Master of Business Administration (M.B.A.)
Florida Agricultural and Mechanical University
Bachelor's Degree
Sonofapostman.com December 2011 - Present
JP Morgan August 1981 - January 2013
Skills
Hedge Funds, Investments, Asset Management, Alternative Investments, Series 7, Portfolio Management, Capital Markets, Wealth Management, Derivatives, Asset Allocation, Series 63, Private Equity, Mutual Funds, Valuation, Securities, Equities, Trusts, Estates, Change Management, People Development, Yoga, Fixed Income, Structured Products, Equity Research, Investment Banking, Bloomberg, Emerging Markets, Financial Services, Equity Derivatives, Bonds, Investment Strategies, Private Banking, Financial Markets, Fund Of Funds, Options, Published Author
Education
Fordham University - Graduate School of Business Administration 1982 — 1986
MBA, Finance and Financial Management Services
La Salle University
B.S.
Scotiabank Global Banking and Markets May 2010 - Present
Standish Mellon Asset Management September 2008 - May 2010
Cambridge Place Investment Management June 2007 - August 2008
Deutsche Bank Securities July 2005 - March 2007
JP Morgan April 2004 - July 2005
Goldman Sachs November 1992 - March 2004
Skills
Fixed Income, Hedge Funds, Derivatives, Capital Markets, Asset Managment, Portfolio Management, Trading, Investments, Equities, Alternative Investments, Bloomberg, Series 7, Investment Banking, Emerging Markets, Series 63
Education
Loyola University Chicago School of Law
JD
Fairfield University 1980 — 1983
Bachelor of Arts (B.A.), economics
Loblaws February 2015 - Present
Shoppers Drug Mart August 2009 - Present
JP Morgan April 2007 - August 2009
A.S.Watson Health & Beauty Europe January 2007 - May 2007
A.S. Watson Group 2002 - 2007
SG Hambros March 1996 - December 2001
Skills
Real Estate, Mergers, Management, Retail, Investments, Investment Banking, Business Strategy, Strategy, Mergers, Business Development, Business Planning, Competitive Analysis
Education
Tilburg University 1990 — 1993
Post Doctorate Accountancy
Erasmus University Rotterdam 1984 — 1990
Master of Business Administration (MBA), International Management
QuadCapital Advisors, LLC March 2012 - Present
Freddie Mac November 2008 - March 2012
JP Morgan March 2006 - November 2008
Banc of America Securities March 2002 - March 2006
Bank of America July 2001 - March 2002
Skills
Real Estate Economics, CMBS, Loans, Underwriting, Capital Markets, Financial Modeling, Due Diligence, Real Estate, Financial Analysis, Credit, Loan Origination
Education
University of Wisconsin-Madison 1997 — 2001
BA, Real Estate & Urban Land Economics
ESCP Europe 1999 — 1999
aeropostale consultantccn2002 - 2004
jp morgan 2002 - 2004
business management systems 2002 - 2004
macys 1990 - 2001
macys 1995 - 2000
Macy's Merchandising Group 1988 - 2000
Education
Fordham University
Self-employed/Freelance Eldercare and Estate Manager July 2011 - Present
Department of Commerce, U.S. Census Bureau, New York Regional Office December 2013 - May 2015
SunGard Data Systems June 2007 - October 2011
JP Morgan January 1988 - May 2007
The Bank of New York May 1986 - January 1988
Skills
Customer Relations, Salesforce.com, New Business Development, Strategic Planning, Excel, Microsoft Excel, Customer Service, Business Analysis, Business Strategy, CRM, Leadership, Management, Risk Management, Training, Analysis, Budgets, Financial Services, Program Management, Banking, Sales Management, Business Development, Sales Operations, Strategy, Marketing Strategy, Marketing, Selling, Insurance, Account Management, Human Resources, Relationship Management, Sales, Solution Selling, Business Process..., Corporate Actions, Finance, Securities, Back Office, Collateral Management, Operations Management, Change Management, Team Building, Vendor Management, Project Management, Process Improvement, Management Consulting, Strategic Partnerships, Team Management, Product Management, Direct Sales, Electronic Trading
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Marketing
Saint John's University 1982 — 1986
BS, Marketing
Poly Prep Country Day School 1978 — 1982
University of South Carolina April 2014 - Present
University of South Carolina August 2008 - Present
University of Phoenix September 2007 - Present
University of South Carolina October 2007 - April 2014
Palmetto GBA February 2005 - September 2007
JP Morgan June 2000 - June 2004
JP Morgan Chase June 1998 - May 2000
Chase Manhattan Corporation 1995 - 1998
Skills
Human Resources, Oral and Written..., Strategic Planning, Higher Education, Career Development, Career Counseling, Resume Writing, Leadership Development, Student Development, Workshop Facilitation, Student Affairs, Training, Community Outreach, Leadership, MBTI, Adult Education, Job Search Strategies, Strong Interest..., Program Management, Coaching, Organizational..., Recruiting, Counseling, Career Assessment, Interview Preparation, Career Exploration, Career Advising, Social Media, Networking Strategies, Supervisory Skills, Social Networking, Strategy, Large Group Facilitation, Career Services, Interview Coaching, Workshop Development, Newsletters, Curriculum Design, Staff Development, Event Planning, Public Speaking
Education
Fordham University 1997 — 1999
MSHR
Saint John's University 1986 — 1990
BS
Towson University ModeratorWiiC2006 - 2008
JP Morgan 1992 - 1994
Education
Florida State University 1996 — 2002
PhD, Finance
Whole Foods Market January 2013 - Present
TheCoilReview.com June 2008 - Present
Moody's Analytics February 2010 - February 2013
Moody's Analytics November 2008 - February 2010
Moody's Analytics (Moody's KMV) September 2006 - November 2008
TD Ameritrade January 2006 - September 2006
Universal Music Group November 2002 - September 2005
JP Morgan September 2000 - November 2002
Skills
Marketing Integration..., Social Media Marketing, Content Management..., Marketing Strategy, Marketing, CMS, Online Marketing, Event Planning, Copywriting, CRM, Strategy, Community Outreach
Education
Hofstra University 1996 — 1999
B.A., Marketing and Business Administration
Fashion Institute of Technology 2013 — 2013
Brand Management - "Increase Sales and Performance"
French Institute Alliance Francais - FIAF New York (2010)
French Program, French Grammar
Google Analytics Essential Training
Program Completed, Google Analytics Essential Training
JP Morgan August 2010 - Present
The Depository Trust and Clearing Corporation June 2009 - August 2010
Barclays Capital September 2008 - June 2009
Lehman Brothers May 1996 - September 2008
AXA Equitable 1993 - 1996
Skills
Internal Controls, Risk Assessment, Auditing, IT Audit, Project Management, MIS, Data Analysis, Behavioral Analytics, Risk Management, Sarbanes-Oxley Act, Change Management, CISA, Management, Finance, Security, Financial Services, Enterprise Risk...
Education
Fairleigh Dickinson University 1983 — 1987
Bachelor of Science (B.S.), Accounting
Fairleigh Dickinson University - Rutherford, NJ
Bacelor of Science, Accounting, Accounting
JP Morgan June 2008 - Present
Bear Stearns January 2001 - June 2008
PaineWebber August 1997 - November 2000
Nomura October 1994 - August 1997
Education
Fordham University 1989 — 1993
BS, Business Administration
Morgan Stanley 2012 - Present
Goldman Sachs March 2005 - July 2011
JP Morgan March 1997 - March 2005
Skills
Portfolio Management, Equities, Trading Systems, Derivatives, Hedge Funds, Electronic Trading, Middle Office, Bloomberg, Equity Derivatives, Options, Asset Managment
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
The College of New Jersey
Finance, General
Wells Fargo 2013 - Present
Teach With Africa 2008 - 2014
UniRush,LLC 2012 - 2012
Charles Schwab & Co. 2006 - 2011
Franklin Templeton Investments 2003 - 2006
Dreyfus 2001 - 2003
PaineWebber 1999 - 2001
JP Morgan 1997 - 1999
Skills
Product Management, Competitive Analysis, Product Marketing, Financial Services, Mutual Funds, Product Development, Analytics, Relationship Management, Marketing, Marketing Strategy, Strategic Planning, Series 6, Consumer Behaviour, Strategy, Strategic Partnerships, Cross-functional Team..., Direct Marketing, Digital Marketing, Market Research, Customer Acquisition, CRM, Finance, Banking, Brand Management, Segmentation
Education
Iona College 2003 — 2005
MBA
Fordham University
BS
Forte Technology Resources September 2008 - Present
Florida Hospital October 2010 - January 2011
Orange County Public Schools August 2005 - August 2008
Lewco Securities 1997 - 2002
Accenture Technology Solutions May 1996 - July 1997
JPMorgan Chase March 1986 - March 1997
JP Morgan 1986 - 1997
RCA Americom 1976 - 1986
Globcom 1980 - 1983
Brooks Paxton Show March 1974 - July 1976
Education
Rider University 1980 — 1986
MBA, Systems, Finance
Indiana University of Pennsylvania 1970 — 1974
Hunterdon Central High School 1966 — 1970
Florida State University
Bank of America January 2013 - Present
Bank of America March 2010 - December 2012
Wachovia, A Wells Fargo Company September 2009 - March 2010
Wachovia Bank December 2007 - August 2009
Wachovia Bank August 2005 - December 2007
Wachovia Bank November 2003 - July 2005
Wachovia Bank February 2001 - October 2003
Wachovia Bank May 1995 - January 2001
JP Morgan August 1994 - April 1995
Citicorp Investment Services February 1992 - August 1994
Education
Farmingdale State College 1994 — 1995
Southern Polytechnic State University 1991 — 1991
Virginia Polytechnic Institute and State University 1990 — 1991
Pace University 1989 — 1990
JPMorgan Chase February 2011 - Present
Bear Stearns & Co. Inc 2007 - March 2009
JP Morgan 1997 - 2007
JPMorgan Chase 1997 - 2007
JPMorganChase Bank 1997 - 2007
Merrill Lynch July 1994 - July 1997
Skills
Derivatives, Equity Derivatives, Fixed Income, Hedge Funds, ISDA, Management, Leadership, Middle Office, Alternative Investments, Bloomberg, Capital Markets, Credit Derivatives, Electronic Trading, Equities, FX Options, Finance, Financial Services, Interest Rate..., Investment Banking, Marketing, Operational Risk, Options, Prime Brokerage, Project Management, Securities, Series 63, Software Documentation, Structured Products, Swaps, Training
Education
Fairfield University 1991 — 1994
BS, Finance
Bank of America December 2014 - Present
Bank of America 2006 - November 2014
Sagamore Hill Capital Management 2004 - 2006
Zurich Capital Markets 2002 - 2004
JP Morgan 1990 - 2001
Skills
Fixed Income, Derivatives, Risk Management, Business Analysis, Financial Risk, Capital Markets, Credit Risk, Management, Equities, Investment Banking, Financial Technology
Education
Fordham University - Graduate School of Business Administration 1991 — 1994
MBA, Finance, International Business
LIU Post 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
JP Morgan June 2007 - Present
Bear Stearns June 2005 - June 2007
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA)
University at Albany, SUNY 2001 — 2005
Wells Fargo Bank, N.A. March 2008 - Present
Wachovia Capital Markets, LLC - Wachovia Securities June 2007 - March 2008
JP Morgan 2003 - 2007
Skills
Sourcing, Series 7, Commercial Banking, Securities, Small Business Lending, Series 63, Real Estate Transactions, Wealth Management, Financial Services, Relationship Management, Brokerage, Strategic Planning, Investment Management, Derivatives, Real Estate Development
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance
Williams College 1993 — 1997
BA
Deutsche Bank November 2009 - Present
JP Morgan June 2008 - June 2009
Bear Stearns March 1998 - May 2008
Bankers Trust June 1994 - March 1998
Dreyfus September 1992 - June 1994
Skills
Mutual Funds, Financial Accounting, Structured Products, Portfolio Management, Equity Derivatives, Strategy, Alternative Investments, Equities, Financial Modeling, Equity Research, Equity Trading, Options, Credit Derivatives
Education
Flagler College 1988 — 1992
BA, Business Admin/Accounting
JP Morgan 2005 - Present
United States Beverage 2001 - 2004
J.P. Morgan Asset Mgmt 1997 - 2001
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance
Indiana University Bloomington 1993 — 1997
B.S., Finance
J.P. Morgan September 2011 - Present
Agility Logistics November 2009 - September 2011
JP Morgan October 2006 - July 2009
UPS Supply Chain Solutions October 2000 - August 2006
Fritz Companies June 1990 - September 2000
Skills
Supply Chain Finance, Trade Finance, Supply Chain, Structured Finance, Supply Chain Management, Banking, Supply Chain..., Customs Regulations, International Logistics, Process Improvement, Transportation, New Business Development, Operations Management
Education
Fitchburg State College 1982 — 1986
BS, Business Marketing, Economics
J.P. Morgan February 2012 - Present
JP Morgan February 2009 - February 2012
JP Morgan June 2008 - February 2009
Bear Stearns June 2007 - June 2008
Bear, Stearns & Co. Inc. May 2005 - June 2007
Education
Fordham University 2001 — 2005
BS, Finance
TIAA-CREF 2010 - Present
UBS Investment Bank June 2007 - 2009
Goldman Sachs 1994 - 2007
JP Morgan 1986 - 1994
The New York Times 1984 - 1985
Deloitte 1982 - 1984
Skills
Accounting, Auditing, Investment Banking, Capital Markets, Risk Management, Risk Assessment, Corporate Governance, Operational Risk, Financial Services, Operational Risk..., Fixed Income, Asset Management, AML, Financial Risk, Internal Audit, Financial Analysis, Financial Accounting, Securities, Credit Risk, Finance, Investments, Financial Modeling, Alternative Investments, Managerial Finance, Due Diligence, Valuation, Equities, Financial Reporting, Enterprise Risk..., Internal Controls, Hedge Funds, Banking, Bloomberg, Derivatives, Financial Markets, Market Risk, Mergers, Prime Brokerage, Private Equity, Sarbanes-Oxley Act, Structured Products, Strategic Financial...
Education
Fordham Gabelli School of Business
MBA, Accounting
University of Windsor
Business
Western University
BA, Economics
JP Morgan 2006 - Present
Morgan Stanley Smith Barney 2000 - 2003
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Prime Brokerage, Derivatives, Bloomberg, Series 7, Investment Banking, Equity Derivatives
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance & Management
State University of New York College at Oneonta 1995 — 1999
Business Economics & Finance
McCann Erickson May 2008 - August 2008
JP Morgan May 2007 - June 2007
LAN Airlines May 2006 - June 2006
Education
Emory University 2005 — 2009
BS, International Studies
Emory University - Goizueta Business School 2005 — 2009
Chenavari Investment Managers April 2015 - Present
Babson Capital Management March 2009 - April 2015
JP Morgan March 2008 - March 2009
Bear Stearns 2001 - 2008
Foothill Capital 1998 - 2000
Skills
Fixed Income, Equities, Alternative Investments, Hedge Funds, CDO, Strategy, Financial Structuring, Asset Management, Product Management, Management, Structured Finance, Product Development, Capital Markets, Marketing Strategy, Private Equity
Education
Emory University - Goizueta Business School 2000 — 2001
MBA
Emory University 1993 — 1997
BBA
BlackRock January 2010 - Present
Martin Currie February 2007 - May 2010
Credit Suisse 2006 - 2007
Credit Suisse Asset Management 2004 - 2006
Credit Suisse 2002 - 2004
Morgan Stanley Investment Management 1997 - 2002
Citibank 1995 - 1997
JP Morgan 1987 - 1995
Skills
Business Strategy, Management, Client Services, Portfolio Management, Financial Markets, Securities Lending, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Financial Services, Mutual Funds, Capital Markets, Asset Managment, Investment Strategies, Investment Management, Bloomberg, Emerging Markets, Derivatives, Business Development
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA
Iona College 1983 — 1987
BA, Computer Science
Hartlyn Kids Media, LLC February 2011 - Present
Patriot National Bank March 2007 - May 2008
JP Morgan June 2001 - September 2003
Education
Saint Joseph College 2006 — 2012
Masters of Arts, Education
Florida Agricultural and Mechanical University 1997 — 2001
Bachelors, Business
Morgan Stanley October 2011 - Present
Morgan Stanley December 2006 - November 2011
Bank of America Securities, LLC, New York, NY March 2006 - August 2006
JP Morgan February 2003 - February 2006
Education
Fordham Gabelli School of Business 2009 — 2011
Masters in Business Administration, Finance and Marketing
Fairfield University 1996 — 2001
BS, Finance and Marketing
J.P. Morgan February 2014 - Present
JP Morgan February 2011 - January 2014
J.P. Morgan March 2008 - January 2011
Bear Stearns July 2007 - March 2008
Education
Fordham University 2003 — 2007
Bachelors, Finance, Economics
JP Morgan May 2007 - Present
Mariner Investment Group May 2004 - May 2007
Education
Fordham University
J.P. Morgan January 2015 - Present
JP Morgan May 2014 - December 2014
JP Morgan Chase July 2012 - May 2014
Credit Suisse June 2009 - July 2012
Merrill Lynch April 2007 - June 2009
American Express Bank 1999 - 2003
Chase Manhattan Bank 1994 - 1997
Skills
Asset Management
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor Science, Finance
Societe Generale Corporate and Investment Banking - SGCIB March 2015 - Present
Ladder Capital Finance LLC March 2012 - March 2015
Guggenheim Partners March 2011 - December 2011
JP Morgan May 2008 - September 2009
Bear Stearns 2002 - 2008
Morgan Stanley 1995 - 2002
Bear Stearns 1993 - 1995
Skills
CMBS, Capital Markets, Securitization, Loans, Loan Origination, Commercial Real Estate, Commercial Mortgages, Structured Finance, Due Diligence, Series 7, Fixed Income, Asset Managment, Financial Structuring
Education
Fordham Gabelli School of Business 1988 — 1990
M.B.A., Finance
Tulane University 1983 — 1987
B.A., Political Science
Princeton High School 1979 — 1983
AXA US 2000 - Present
Guardian Life Insurance 1999 - 2000
American Stock Exchange 1997 - 1999
Kemper Insurance 1995 - 1997
JP Morgan 1994 - 1995
Continental Insurance 1990 - 1994
Skills
Performance Management, Succession Planning, Financial Services, Insurance, Change Management, Retirement Planning, 401k, Mutual Funds, Asset Managment, Project Management, Risk Management, Strategic HR, Workforce Planning, Employee Relations, Human Resources, Onboarding, Vendor Management, Fixed Annuities, HRIS, Deferred Compensation, Employee Benefits, Recruiting, Employee Engagement, Talent Management, Organizational..., Management, Temporary Placement, Career Development, Talent Acquisition, Benefits Administration
Education
Fordham University - Graduate School of Business Administration
MBA, Management Systems
The College of New Jersey
BS, Business Administration - Mgmt
RGP August 2015 - Present
Resources Global Professionals February 2008 - August 2015
Bear Stearns April 2006 - February 2008
Bank of New York Mellon April 2004 - April 2006
UBS June 2003 - April 2004
Deutsche Bank November 1999 - June 2003
JP Morgan June 1997 - November 1999
Bankers Trust May 1994 - June 1997
Skills
Hedge Funds, Fixed Income, Capital Markets, Financial Services, Financial Analysis, Professional Services
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Pace University - Lubin School of Business 1990 — 1994
BBA, Business Management
St Joseph by the Sea HS
Wells Fargo January 2009 - Present
Wachovia 2007 - 2009
Wachovia Securities, LLC 1999 - 2007
JP Morgan 1997 - 1999
Tate & Lyle 1995 - 1997
Coopers & Lybrand 1992 - 1995
Skills
Risk Management, Credit Risk, Auditing, Financial Risk, Credit, Portfolio Management, Banking, Commercial Banking, Finance, Project Management
Education
Fairfield University 1988 — 1992
BS, Accounting
The Boston Consulting Group October 2008 - Present
AXA Private Equity May 2008 - August 2008
JP Morgan January 2007 - March 2007
Downer & Company April 2006 - September 2006
Sal. Oppenheim May 2005 - July 2005
Education
ESCP Europe 2005 — 2008
MSc, Strategy, Finance
Global Insurance Solutions Group December 2012 - Present
Private Client Insurance Advisors, LLC April 2009 - Present
JPMorgan Chase August 1999 - March 2009
JP Morgan 1999 - 2009
Skills
Wealth Management, Private Banking, Wealth Management..., Investments, Portfolio Management, Series 7, Insurance, Financial Services, Banking, Estate Planning, Strategic Financial..., Retirement Planning, Relationship Management, Asset Allocation, Investment Strategies, Investment Banking, Alternative Investments, Risk Management, Wealth, Hedge Funds, Fixed Income, Securities, Equities, Asset Management
Education
Florida International University 1979 — 1981
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
JPMorgan Chase October 2013 - Present
JPMorgan Chase July 2011 - Present
JP Morgan Chase October 2009 - Present
JPMorgan March 2009 - January 2010
JPMorgan August 2005 - March 2009
JP Morgan August 2001 - August 2003
Merrill Lynch August 1999 - July 2000
JP Morgan 1995 - 2000
Skills
Structured Products, Derivatives, Trading Systems, Interest Rate..., Clearing, Operational Risk, Electronic Trading, SEF, Options, Credit Derivatives, Dodd-Frank, Risk Management, Investment Banking, Fixed Income, Capital Markets, Hedge Funds, Prime Brokerage
Education
Fordham University 1986 — 1990
BS, Finance
Fordham University 1986 — 1990
Bachelor of Science (BS), Finance, General
Citigroup October 2000 - Present
JP Morgan April 2000 - October 2000
The Bank of New York September 1998 - April 2000
Deloitte & Touche August 1995 - January 1998
Skills
Due Diligence, Financial Risk, Budgets, Risk Management, Analysis, Credit Risk, Equities, Fixed Income, Banking, Accounting, Corporate Finance, Management
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Saint Peter's University 1992 — 1996
MS, Accounting
The Exchange Payment Company, LLC August 2012 - Present
Illumnia Technology 2010 - 2012
Liberty Processing and Service Innovation, LLC February 2010 - 2011
JPMorgan Chase April 1999 - January 2010
JP Morgan 1981 - 1999
Skills
Banking, Financial Services, Payments, Cash Management, Electronic Payments, Accounting, Risk Management, Credit, Portfolio Management, Payment Systems, Treasury Management, Corporate Social..., Mergers & Acquisitions, Leadership, Financial Analysis, Vendor Management, Commercial Lending, Operations Management, Strategic Planning, Budgets, Process Improvement, Employee Engagement, Change Management, Management, Strategy, Executive Management, Business Analysis, Analysis, Relationship Management, Commercial Banking, Finance, Credit Cards, Financial Modeling, Loans, Business Process..., Financial Risk, Management Consulting, Start-ups, Investments, Sales, Investment Banking, Business Strategy, Corporate Finance, Strategic Financial..., Retail Banking, Capital Markets, Securities, Financial Institutions, Credit Risk
Education
Fairleigh Dickinson University
MBA, Banking Management
Lincoln University
BA, Economics
Adam Leitman Bailey, P.C. 2010 - Present
Park City Culinary Institute September 2012 - Present
David Carrie LLC 2006 - Present
Innovation: Africa (formerly JH Africa) 2008 - 2009
Ernst & Young 2002 - 2006
Arthur Andersen 2001 - 2002
Jigsoft, LLC 1999 - 2001
PepsiCo 1998 - 1999
JP Morgan 1997 - 1998
Skills
Restructuring, Business Strategy, New Business Development, Mergers, Mergers & Acquisitions, Corporate Law, Due Diligence, Financial Analysis, Risk Management, Budgets, Microsoft Office, Public Speaking, Private Equity, Microsoft Excel, Commercial Litigation
Education
Le Cordon Bleu, Paris 2005 — 2005
Cuisine & Pastry
Fordham Gabelli School of Business 2003 — 2004
Accounting and Tax
University of Pennsylvania 1993 — 1997
B.A., Mathematics
Stuyvesant High School 1989 — 1993
Wells Fargo 2011 - Present
Wells Fargo February 2010 - Present
Wells Fargo 2010 - January 2014
JP Morgan September 1990 - February 2010
Education
Fairfield University
PricewaterhouseCoopers LLP October 2014 - Present
PricewaterhouseCoopers LLP August 2011 - October 2014
Capco July 2010 - August 2011
JP Morgan June 2005 - April 2009
Skills
Capital Markets, Valuation, Financial Modeling, Fixed Income, Private Equity, Derivatives, Corporate Finance, Asset Management, Investments, Portfolio Management, Financial Services, FATCA, Middle Office, Treasury, Process Improvement, Project Management, Business Strategy, IT Strategy, Municipal Bonds
Education
Emory University - Goizueta Business School 2009 — 2010
MBA, Corporate Finance and Capital Markets
University of Maryland College Park 2001 — 2005
BA, Economics
Lazard Capital Markets October 2009 - 2012
Deutsche Bank May 2005 - February 2009
Credit Suisse March 2000 - June 2005
JP Morgan 1994 - 1998
Lehman Brothers 1993 - 1994
Skills
Equities, Investment Banking, Trading, Hedge Funds, Equity Capital Markets, Private Equity, Series 7
Education
Fordham University
BA
Bank of America Merrill Lynch October 2014 - Present
JP Morgan January 2011 - Present
GlobalData October 2010 - January 2011
SAC Capital June 2009 - August 2009
SAC Capital May 2008 - August 2008
UBS January 2008 - April 2008
Education
Elon University - Martha and Spencer Love School of Business 2006 — 2010
Business Administration Concentration Finance
Barclays Investment Bank November 2014 - Present
JP Morgan Chase April 2011 - August 2014
Morgan Stanley February 2007 - April 2011
Banc of America Securities January 2002 - January 2007
Merrill Lynch February 1997 - December 2001
JP Morgan August 1996 - January 1997
Goldman Sachs September 1994 - August 1996
Skills
Sybase, Fixed Income, Trading Systems, Structured Products, Database Design, Financial Services, MBS, Oracle, Performance Tuning, ETL, Object Oriented Perl, Vertica, Oracle PL/SQL..., Databases, KDB, Analytics, q/kdb, pentaho ETL, UNIX C/C++, Sybase ASIQ, database developer, Python, Perl, SQL, Data Warehousing, Software Development, Shell Scripting, PL/SQL, Derivatives
Education
New Jersey Institute of Technology
Master of Science, Computer Science
Feng Chia University
BS, Information Engineering
Hewlett-Packard Financial Services April 2010 - Present
Hyperion Brookfield Asset Management May 2007 - March 2009
Bear Stearns Asset Management May 2000 - December 2005
JP Morgan April 1997 - March 2000
Standard & Poor's February 1990 - March 1997
Skills
Investments, Credit, Credit Risk, Finance, Insurance, Fixed Income, Capital Markets, Asset Managment, Financial Modeling, Equities, Bloomberg, Trading, Banking, Portfolio Management, Bonds, Credit Analysis, Asset Management
Education
Fordham Gabelli School of Business
MBA, Finance
Shippensburg University of Pennsylvania
B.S. in Business Administration, Business - Marketing
Community Resource Exchange October 2013 - Present
deKay Foundation 2001 - Present
Community Resource Exchange 2008 - September 2013
St. Barnabas Healthcare System 2002 - 2003
JP Morgan 1986 - 2001
Penn Central Corporation 1983 - 1984
Price Waterhouse 1981 - 1983
Skills
Fundraising, Grant Writing, Community Development, Leadership, Philanthropy, Grants, Nonprofits, Program Management
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Human Resources Management/Strategic Planning
Fairfield University 1977 — 1981
BS, Accounting
Intelsat January 2015 - April 2015
Simpson Thacher & Bartlett LLP May 2014 - August 2014
U.S. Securities and Exchange Commission July 2013 - August 2013
DC Superior Court May 2013 - July 2013
The Brattle Group June 2011 - July 2012
JP Morgan June 2010 - August 2010
Education
Georgetown University Law Center
JD
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration (BBA), Finance; Accounting
Robert W. Baird & Co. August 2009 - Present
JP Morgan July 2008 - July 2009
Bear Stearns June 2007 - June 2008
Skills
Fixed Income, Capital Markets, Bloomberg, Series 7, Trading, Series 63, MBS, Structured Products
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance
Bear Stearns / JPMorgan 1998 - 2009
Bear Stearns 1998 - 2009
JP Morgan 1998 - 2009
Bear Stearns/Custodial Trust Company 1998 - 2009
JPMorgan Chase 1998 - 2009
Bear Stearns Global Clearing San Francisco 1998 - 2009
JP Morgan Chase 1998 - 2009
J.P. Morgan 1998 - 2009
JP Morgan - Prime Brokerage 1998 - 2009
J.P. Morgan Chase 1998 - 2009
Skills
Prime Brokerage, Equities, Middle Office, Trading Systems, Fixed Income, Hedge Funds, Securities, Integration, Back Office, Capital Markets, Derivatives, Software Documentation, Bloomberg, Financial Services, Corporate Actions, AML, Options, Disaster Recovery, Investment Banking, Electronic Trading, Settlement, Market Data, FX Options, Equity Derivatives, Asset Management, Security, Trading
Education
Aviation HS
diploma, Airplane Mechanics
Florida Atlantic University
Computer Science
Pace University
Computer Science / Programming
Pivotal Software, Inc. August 2015 - Present
Pivotal Software, Inc. October 2013 - August 2015
JP Morgan July 2010 - October 2013
Barclays Capital October 2009 - July 2010
Citi March 2007 - October 2009
Merrill Lynch July 2006 - March 2007
BearingPoint May 2005 - July 2006
Skills
Prime Brokerage, Spring, Trading Systems, JMS, Financial Services, Sybase, Electronic Trading, SOA, Market Data, Fixed Income, SDLC, Investment Banking, Derivatives, GemFire, SQLFire, Enterprise Architecture, Big Data
Education
University of Science and Technology of China 1997 — 2002
BS, Computer Science
Florida Agricultural and Mechanical University
Master, Computer Science
JP Morgan February 2005 - Present
Bank of America May 1983 - November 2004
Education
Fairfield University 1978 — 1982
Bachelor's Degree, Finance and Financial Management Services
J.P. Morgan July 2012 - Present
JP Morgan January 2009 - July 2012
JP Morgan Chase January 2000 - December 2009
Education
Fordham Gabelli School of Business 1979 — 1981
MBA, Accounting, Finance
Saint John's University - Peter J. Tobin College of Business 1973 — 1977
BS, Finance
Wells Fargo June 2011 - Present
JP Morgan January 2010 - June 2011
Citi Private Bank February 2002 - December 2009
Merril Lynch March 2000 - February 2002
Bank of America January 1995 - March 2000
Education
Belen
Florida International University - College of Business Administration
BBA
University of Miami - School of Business
MBA
Advocate Health Care October 2008 - 2012
M3 CAPITAL PARTNERS LLC 2005 - 2007
GTCR Golder Rauner, LLC January 2004 - November 2005
JP Morgan 2002 - 2002
Skills
Microsoft Office, Event Planning, Teamwork, Staff Development, Teaching, Management, Recruiting, Time Management
Education
Erikson Institute 2002 — 2005
MS, Child Development
Saint Xavier University 1999 — 2002
BS, Early Childhood Education
Merrill Lynch July 2011 - Present
Wachovia, A Wells Fargo Company November 2010 - May 2011
JP Morgan June 2010 - August 2010
Sponsors for Educational Opportunity 2010 - 2010
Skills
Wealth Management..., Wealth Management, Private Banking, Financial Modeling, Finance, Equities, Bloomberg, Asset Management, Fixed Income
Education
Florida International University - College of Business 2006 — 2010
Sterne Agee December 2012 - Present
JP Morgan December 2009 - November 2012
Cowen and Company August 2008 - December 2009
Morgan Keegan June 2007 - August 2008
Skills
Financial Modeling, Equity Research, Hedge Funds, Valuation, Financial Analysis, Capital Markets, Fixed Income, Investments, Asset Management, Investment Banking, Equities, Bloomberg
Education
University of Connecticut 2007 — 2010
MBA, Finance
Florida State University 2000 — 2004
BS, Business Managment
The Law Offices of Sandy N. Webb September 2013 - November 2013
Oregon Department of Justice August 2011 - January 2012
JP Morgan August 2008 - August 2010
RBS Sempra Commodities August 2008 - July 2010
RBS Global Banking & Markets October 2007 - July 2008
ABB Inc. May 2007 - October 2007
Smith Barney CitiGroup August 2005 - May 2007
Skills
Commodity, Energy, Microsoft Excel, Data Analysis, Access, Analysis, Project Management, Microsoft Office, Software Documentation, PowerPoint, Research, Medical Terminology, Human Anatomy, Physiology, Medical Education, Banking
Education
Fairfield University 1995 — 2001
MA, Secondary Education
Fairfield University 1992 — 1994
BA, English and Marketing
Norwalk Community College 1990 — 1992
AA, Humanities and Languages
JP Morgan SalesJP Morgan2011 - Present
Barclays 2008 - 2011
Lehman Brothers 2000 - 2008
Education
Fordham Gabelli School of Business 2002 — 2005
Master of Business Administration (MBA)
Hofstra University 1996 — 1999
JP Morgan February 1987 - Present
Skills
Banking, Management, Microsoft Office, Customer Service, Financial Analysis, Risk Management, Business Analysis, Leadership, Finance, Portfolio Management
Education
Dedham High School Dedham Mass
Business Administration and Management, General
Florida Atlantic University
Educational Psychology