J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Pedro Andersen Pedro Andersen's J.P. Morgan Experience October 2010 - December 2010
Job Associate, Corporate Audit Staff (CAS) at GE
Industry Management Consulting
Experience
GE February 2014 - Present
GE January 2012 - February 2014
GE Healthcare January 2011 - January 2012
JP Morgan October 2010 - December 2010
Skills
Financial Analysis, Hyperion Enterprise, Corporate Finance, Strategic Financial..., Forecasting, Financial Reporting, Process Improvement, Managerial Finance, US GAAP, Business Strategy, Finance, Valuation, Simplification, Project Management, Business Transformation, Internal Audit, Hyperion, Leadership, Auditing, Financial Modeling, Financial Planning
Education
Fundação Getulio Vargas 2007 — 2011
Bachelor in, Business Administration
HEC Montreal
GE February 2014 - Present
GE January 2012 - February 2014
GE Healthcare January 2011 - January 2012
JP Morgan October 2010 - December 2010
Skills
Financial Analysis, Hyperion Enterprise, Corporate Finance, Strategic Financial..., Forecasting, Financial Reporting, Process Improvement, Managerial Finance, US GAAP, Business Strategy, Finance, Valuation, Simplification, Project Management, Business Transformation, Internal Audit, Hyperion, Leadership, Auditing, Financial Modeling, Financial Planning
Education
Fundação Getulio Vargas 2007 — 2011
Bachelor in, Business Administration
HEC Montreal
Andre Negretti Soares Andre Negretti Soares's J.P. Morgan Experience January 1999 - February 2001
Job Global Markets Business Manager
Industry Banking
Experience
HSBC Global Banking and Markets July 2012 - Present
Standard Bank February 2010 - April 2012
Johnson & Johnson May 2009 - February 2010
Morgan Stanley June 2006 - May 2009
JP Morgan Chase September 2003 - May 2006
Bloomberg 2001 - 2003
JP Morgan January 1999 - February 2001
Skills
Hedging, Derivatives, Fixed Income, Accounting, Middle Office, Structured Products, Finance, Capital Markets, Financial Services, Financial Markets, Product Control, Banking, FX Options, Treasury, Interest Rate..., Options, Swaps, Bonds, Investment Banking
Education
New York University 2002 — 2002
Derivatives
Fundação Getúlio Vargas 1997 — 2000
Master of Business Administration (MBA)
Fundação Getulio Vargas
Bachelor of Business Administration (B.B.A.)
HSBC Global Banking and Markets July 2012 - Present
Standard Bank February 2010 - April 2012
Johnson & Johnson May 2009 - February 2010
Morgan Stanley June 2006 - May 2009
JP Morgan Chase September 2003 - May 2006
Bloomberg 2001 - 2003
JP Morgan January 1999 - February 2001
Skills
Hedging, Derivatives, Fixed Income, Accounting, Middle Office, Structured Products, Finance, Capital Markets, Financial Services, Financial Markets, Product Control, Banking, FX Options, Treasury, Interest Rate..., Options, Swaps, Bonds, Investment Banking
Education
New York University 2002 — 2002
Derivatives
Fundação Getúlio Vargas 1997 — 2000
Master of Business Administration (MBA)
Fundação Getulio Vargas
Bachelor of Business Administration (B.B.A.)
PORTER DRAPER PORTER DRAPER's J.P. Morgan Experience October 2000 - October 2001
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2013 - Present
Destra Capital March 2011 - July 2012
Goldman Sachs Asset Management November 2009 - August 2010
Goldman Sachs Asset Management June 2007 - November 2009
Ennis Knupp & Associates December 2005 - June 2007
Ennis Knupp & Associates April 2005 - December 2005
Vail Resorts October 2001 - March 2003
JP Morgan October 2000 - October 2001
Morgan Stanley Dean Witter December 1998 - February 2000
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MS, Finance
Purdue University 1992 — 1997
BS, Organizational Leadership
RBC Wealth Management December 2013 - Present
Destra Capital March 2011 - July 2012
Goldman Sachs Asset Management November 2009 - August 2010
Goldman Sachs Asset Management June 2007 - November 2009
Ennis Knupp & Associates December 2005 - June 2007
Ennis Knupp & Associates April 2005 - December 2005
Vail Resorts October 2001 - March 2003
JP Morgan October 2000 - October 2001
Morgan Stanley Dean Witter December 1998 - February 2000
Education
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
MS, Finance
Purdue University 1992 — 1997
BS, Organizational Leadership
Rodrigo Talarico Rodrigo Talarico's J.P. Morgan Experience February 2014 - Present
Job Executive Director at JPMorgan
Industry Banking
Experience
J.P. Morgan February 2014 - Present
JP Morgan February 2013 - February 2014
J.P. Morgan March 2010 - January 2013
Itaú BBA February 2008 - March 2010
Citibank November 2006 - February 2008
BankBoston June 2003 - November 2006
Direct Talk April 2002 - June 2003
Thinker Sales Marketing (actual Thiene2080) February 2001 - April 2002
Skills
Banking, Cash Management, Corporate Finance, Financial Services, Trade Finance, Investment Banking, Management, Treasury, Treasury Management, Financial Markets, Risk Management, Investments, Capital Markets, Credit, Sales Management, Sales, Commercial Banking, Credit Risk, Liquidity Management, Strategic Planning, Treasury Services, Networking, Financial Risk, Asset Management, Derivatives, Client Relationship..., Building Relationships, Fixed Income, Shared Service Center, Transactional Banking, Foreign Exchange, Clearing Houses, Asset Managment, Global Cash Management, Sales Execution, Latin America, Liquidity Solutions, Connecting People, Team Management, Connectivity Solutions, Global Business..., RFP, Merchant Acquiring, Merchant Services, ERP Software, Connectivity, Escrow, Corporate Governance, Regulatory Compliance, Cyber-security
Education
Fundação Getúlio Vargas
MBA, Business Management
Universidade Presbiteriana Mackenzie 2001 — 2005
Barchelor's Business Management, Administração
Potomac Falls High School 1999 — 2000
Graduation, Exchange Program
J.P. Morgan February 2014 - Present
JP Morgan February 2013 - February 2014
J.P. Morgan March 2010 - January 2013
Itaú BBA February 2008 - March 2010
Citibank November 2006 - February 2008
BankBoston June 2003 - November 2006
Direct Talk April 2002 - June 2003
Thinker Sales Marketing (actual Thiene2080) February 2001 - April 2002
Skills
Banking, Cash Management, Corporate Finance, Financial Services, Trade Finance, Investment Banking, Management, Treasury, Treasury Management, Financial Markets, Risk Management, Investments, Capital Markets, Credit, Sales Management, Sales, Commercial Banking, Credit Risk, Liquidity Management, Strategic Planning, Treasury Services, Networking, Financial Risk, Asset Management, Derivatives, Client Relationship..., Building Relationships, Fixed Income, Shared Service Center, Transactional Banking, Foreign Exchange, Clearing Houses, Asset Managment, Global Cash Management, Sales Execution, Latin America, Liquidity Solutions, Connecting People, Team Management, Connectivity Solutions, Global Business..., RFP, Merchant Acquiring, Merchant Services, ERP Software, Connectivity, Escrow, Corporate Governance, Regulatory Compliance, Cyber-security
Education
Fundação Getúlio Vargas
MBA, Business Management
Universidade Presbiteriana Mackenzie 2001 — 2005
Barchelor's Business Management, Administração
Potomac Falls High School 1999 — 2000
Graduation, Exchange Program
Jan Goetgeluk Jan Goetgeluk's J.P. Morgan Experience May 2010 - February 2013
Job Chief Executive Officer at Virtuix
Industry Consumer Electronics
Experience
Virtuix February 2013 - Present
JP Morgan May 2010 - February 2013
Katoen Natie September 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Energy, Due Diligence, Private Equity, Business Analysis, Change Management, Mergers, Strategic Planning, Business Strategy, Investment Banking, Valuation, Finance, Strategy, Corporate Finance, Mergers & Acquisitions, Business Development, Business Process..., Management Consulting
Education
Rice University - Jesse H. Jones Graduate School of Management 2008 — 2010
MBA, Entrepreneurship
Universiteit Gent 2004 — 2006
Master, Mechanical Engineering & Industrial Management
Ghent University 2001 — 2004
Bachelor, Mechanical Engineering
St. Barbara College 1995 — 2001
Virtuix February 2013 - Present
JP Morgan May 2010 - February 2013
Katoen Natie September 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Energy, Due Diligence, Private Equity, Business Analysis, Change Management, Mergers, Strategic Planning, Business Strategy, Investment Banking, Valuation, Finance, Strategy, Corporate Finance, Mergers & Acquisitions, Business Development, Business Process..., Management Consulting
Education
Rice University - Jesse H. Jones Graduate School of Management 2008 — 2010
MBA, Entrepreneurship
Universiteit Gent 2004 — 2006
Master, Mechanical Engineering & Industrial Management
Ghent University 2001 — 2004
Bachelor, Mechanical Engineering
St. Barbara College 1995 — 2001
Mark Van Ostenbridge Mark Van Ostenbridge's J.P. Morgan Experience 2008 - January 2009
Job VP Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
JPMorgan 2009 - February 2015
JP Morgan 2008 - January 2009
Bear Stearns June 2007 - July 2008
Pershing LLC 2003 - 2007
BNY Clearing 2000 - 2003
DLJ Direct 1994 - 1996
Skills
Series 24, Series 7, Series 63, Sales Process, Salesforce.com, Relationship Management, Strategic Leadership, Communication Skills, Adaptability, Self Reliant, CRM, Trading, Options, Hedge Funds, Capital Markets, Electronic Trading, Financial Services, Back Office, Securities, Equities, Financial Markets, FINRA, Fixed Income, Trading Systems, Bonds, Derivatives, Middle Office, Prime Brokerage, ETFs
Education
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), Management
Glen Rock High School 1985 — 2009
High School, General
Fidelity Investments February 2015 - Present
JPMorgan 2009 - February 2015
JP Morgan 2008 - January 2009
Bear Stearns June 2007 - July 2008
Pershing LLC 2003 - 2007
BNY Clearing 2000 - 2003
DLJ Direct 1994 - 1996
Skills
Series 24, Series 7, Series 63, Sales Process, Salesforce.com, Relationship Management, Strategic Leadership, Communication Skills, Adaptability, Self Reliant, CRM, Trading, Options, Hedge Funds, Capital Markets, Electronic Trading, Financial Services, Back Office, Securities, Equities, Financial Markets, FINRA, Fixed Income, Trading Systems, Bonds, Derivatives, Middle Office, Prime Brokerage, ETFs
Education
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), Management
Glen Rock High School 1985 — 2009
High School, General
Aaron Mishler, CFA Aaron Mishler, CFA's J.P. Morgan Experience May 2011 - Present
Job AVP at JP Morgan
Industry Financial Services
Experience
JP Morgan May 2011 - Present
GE Capital 2009 - 2011
RLJ Development, LLC 2006 - 2009
Starwood Hotels & Resorts 2002 - 2006
United States Navy 1990 - 1999
Skills
Financial Modeling, Financial Analysis, Valuation, Asset Managment, Due Diligence, Portfolio Management, Corporate Finance, Investments, Mergers, Capital Markets, Equities, Private Equity, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Asset Management, Investment Banking, Finance, Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
Purdue University 1986 — 1990
BA, History
JP Morgan May 2011 - Present
GE Capital 2009 - 2011
RLJ Development, LLC 2006 - 2009
Starwood Hotels & Resorts 2002 - 2006
United States Navy 1990 - 1999
Skills
Financial Modeling, Financial Analysis, Valuation, Asset Managment, Due Diligence, Portfolio Management, Corporate Finance, Investments, Mergers, Capital Markets, Equities, Private Equity, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Asset Management, Investment Banking, Finance, Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Finance
Purdue University 1986 — 1990
BA, History
Cate Luzio's J.P. Morgan Experience June 2011 - December 2014
Job Executive Vice President, Managing Director at HSBC
Industry Banking
Experience
HSBC December 2014 - Present
JP Morgan June 2011 - December 2014
JP Morgan September 2008 - June 2011
Bank of America June 2005 - September 2008
MBNA June 2002 - June 2005
WebPerfect August 1999 - May 2003
Education
Georgetown University 2001 — 2003
MA, International Relations
University of Maryland College Park 1993 — 1997
BA, Political Science, Spanish
Spanish American Institute 1996 — 1996
Spanish
Matawan 1989 — 1993
HSBC December 2014 - Present
JP Morgan June 2011 - December 2014
JP Morgan September 2008 - June 2011
Bank of America June 2005 - September 2008
MBNA June 2002 - June 2005
WebPerfect August 1999 - May 2003
Education
Georgetown University 2001 — 2003
MA, International Relations
University of Maryland College Park 1993 — 1997
BA, Political Science, Spanish
Spanish American Institute 1996 — 1996
Spanish
Matawan 1989 — 1993
Nathalie Walton's J.P. Morgan Experience March 2008 - July 2010
Job Strategic Partnerships at Google
Industry Higher Education
Experience
Google April 2014 - Present
eBay July 2012 - March 2014
Credit Ease - China Growth Capital August 2011 - September 2011
Bloomspot.com June 2011 - August 2011
JP Morgan March 2008 - July 2010
Prudential Real Estate Investors June 2007 - March 2008
Skills
Financial Modeling, Valuation, Investments, Business Development, Private Equity, Marketing, Business Strategy, Analytics, Due Diligence, Strategy, Strategic Partnerships, Venture Capital, Competitive Analysis, Data Analysis, Marketing Strategy, Product Management, Start-ups, Analysis, Entrepreneurship, E-commerce, Management, Leadership, Strategic Planning
Education
Stanford University Graduate School of Business 2010 — 2012
MBA, General Management
Georgetown University
BA, Economics
The Hotchkiss School
Universitat d'Alacant
Google April 2014 - Present
eBay July 2012 - March 2014
Credit Ease - China Growth Capital August 2011 - September 2011
Bloomspot.com June 2011 - August 2011
JP Morgan March 2008 - July 2010
Prudential Real Estate Investors June 2007 - March 2008
Skills
Financial Modeling, Valuation, Investments, Business Development, Private Equity, Marketing, Business Strategy, Analytics, Due Diligence, Strategy, Strategic Partnerships, Venture Capital, Competitive Analysis, Data Analysis, Marketing Strategy, Product Management, Start-ups, Analysis, Entrepreneurship, E-commerce, Management, Leadership, Strategic Planning
Education
Stanford University Graduate School of Business 2010 — 2012
MBA, General Management
Georgetown University
BA, Economics
The Hotchkiss School
Universitat d'Alacant
Nick Darmanchev Nick Darmanchev's J.P. Morgan Experience May 2008 - June 2009
Job Entrepreneur
Industry Logistics and Supply Chain
Experience
Archer Atlantic Global Logistics March 2011 - Present
JP Morgan May 2008 - June 2009
Muevelo Magazine February 2005 - March 2007
CDI Logistics September 2003 - February 2007
Skills
Financial Modeling, Fixed Income, Financial Reporting, Strategic Financial..., Finance, Trading, Business Development, Accounting, Business Planning, Variance Analysis, Account Reconciliation, Cash Flow Forecasting, General Ledger, Budgets, Financial Analysis, Supply Chain..., Supply Chain Management, Logistics Management, Logistics Design, Freight Brokerage, Freight Auditing, Project Planning, Income Statement, Entrepreneurship, Business Process..., Freight, Valuation, Logistics, Container, Executive Management, LTL, Pricing, Reverse Logistics, Risk Management, Securities, Financial Planning, P
Education
Georgia State University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Georgia State University 2003 — 2007
Bachelor's degree, Economics
Archer Atlantic Global Logistics March 2011 - Present
JP Morgan May 2008 - June 2009
Muevelo Magazine February 2005 - March 2007
CDI Logistics September 2003 - February 2007
Skills
Financial Modeling, Fixed Income, Financial Reporting, Strategic Financial..., Finance, Trading, Business Development, Accounting, Business Planning, Variance Analysis, Account Reconciliation, Cash Flow Forecasting, General Ledger, Budgets, Financial Analysis, Supply Chain..., Supply Chain Management, Logistics Management, Logistics Design, Freight Brokerage, Freight Auditing, Project Planning, Income Statement, Entrepreneurship, Business Process..., Freight, Valuation, Logistics, Container, Executive Management, LTL, Pricing, Reverse Logistics, Risk Management, Securities, Financial Planning, P
Education
Georgia State University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Georgia State University 2003 — 2007
Bachelor's degree, Economics
Dan Maria Cui, MBA Dan Maria Cui, MBA's J.P. Morgan Experience 2005 - Present
Job VP Implementations Manager/Business Analyst at JP Morgan Chase
Industry Management Consulting
Experience
JP Morgan 2005 - Present
Kern County Superintendent of Schools 2003 - 2005
EMC/Documentum 1999 - 2003
UNIVERSITY OF CALIFORNIA (UCSF) 1998 - 1999
KPMG 1995 - August 1998
Skills
Project Management, Business Analysis, Customer Service, Team Building, Program Management, Vendor Management, Process Improvement, Salesforce.com, SAP, Management Consulting, Product Management, Banking, Troubleshooting, Windows, Training, Leadership, Microsoft Office, System Administration, Access, Staff Development, PowerPoint, Microsoft Excel, Outlook, UNIX Systems Basics &..., Auditing Information..., Electronic Data..., MS Project, Discovering the Desktop..., Documentum's Leadership..., eRoom for Support..., SDLC
Education
Golden Gate University
Bachelor of Science, Accounting
Golden Gate University
Masters in Business Administration, Management
JP Morgan 2005 - Present
Kern County Superintendent of Schools 2003 - 2005
EMC/Documentum 1999 - 2003
UNIVERSITY OF CALIFORNIA (UCSF) 1998 - 1999
KPMG 1995 - August 1998
Skills
Project Management, Business Analysis, Customer Service, Team Building, Program Management, Vendor Management, Process Improvement, Salesforce.com, SAP, Management Consulting, Product Management, Banking, Troubleshooting, Windows, Training, Leadership, Microsoft Office, System Administration, Access, Staff Development, PowerPoint, Microsoft Excel, Outlook, UNIX Systems Basics &..., Auditing Information..., Electronic Data..., MS Project, Discovering the Desktop..., Documentum's Leadership..., eRoom for Support..., SDLC
Education
Golden Gate University
Bachelor of Science, Accounting
Golden Gate University
Masters in Business Administration, Management
Angèle Nisbett-Richards Angèle Nisbett-Richards's J.P. Morgan Experience May 2000 - August 2000
Job Entrepreneurial Digital Media Product/Project Management Professional
Industry Marketing and Advertising
Experience
LiveClips, LLC 2013 - 2013
Caribe Café 2007 - 2012
Canoe Ventures June 2010 - October 2011
Visible World 2007 - 2008
Visible World 2006 - 2007
Visible World 2002 - 2006
JP Morgan May 2000 - August 2000
AT&T May 1999 - August 1999
Skills
Cross-functional Team..., Start-ups, Software Development, Project Management, Requirements Analysis, Digital Media, Advertising, Leadership, .NET, Product Development, E-commerce, Analysis, Web Applications, User Interface Design, Product Management, Web Development, Microsoft SQL Server, Mobile Devices, Mobile Applications, User Experience, SEO, New Business & Product..., Product Strategy, Cable Television, SQL, Operations Management, Agile Methodologies, Advanced Advertising, Social Media, Marketing Strategy, Brand Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Master of Business Administration (MBA)
Université Paris-Sorbonne 2001 — 2001
Georgia State University - J. Mack Robinson College of Business 1997 — 2001
BBA
LiveClips, LLC 2013 - 2013
Caribe Café 2007 - 2012
Canoe Ventures June 2010 - October 2011
Visible World 2007 - 2008
Visible World 2006 - 2007
Visible World 2002 - 2006
JP Morgan May 2000 - August 2000
AT&T May 1999 - August 1999
Skills
Cross-functional Team..., Start-ups, Software Development, Project Management, Requirements Analysis, Digital Media, Advertising, Leadership, .NET, Product Development, E-commerce, Analysis, Web Applications, User Interface Design, Product Management, Web Development, Microsoft SQL Server, Mobile Devices, Mobile Applications, User Experience, SEO, New Business & Product..., Product Strategy, Cable Television, SQL, Operations Management, Agile Methodologies, Advanced Advertising, Social Media, Marketing Strategy, Brand Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
Master of Business Administration (MBA)
Université Paris-Sorbonne 2001 — 2001
Georgia State University - J. Mack Robinson College of Business 1997 — 2001
BBA
Cristina Antelo Cristina Antelo's J.P. Morgan Experience 1997 - 1998
Job Principal at Podesta Group
Industry Government Relations
Experience
Podesta Group September 2009 - Present
DLA Piper June 2005 - August 2009
Goldman Sachs August 1999 - July 2003
JP Morgan 1997 - 1998
Skills
Public Policy, Legislation, Lobbying, Community Outreach, Political Consulting, Leadership, Strategic Planning, Political Science, Research, Politics, Legislative Relations, Federal Government, Government, Editing, Corporate Governance, Intellectual Property, Policy Analysis, Speech Writing, Policy, Political Campaigns, Nonprofits, Grassroots Organizing, Political Communication, Legal Writing, Public Affairs, Strategic Communications, Media Relations, Non-profits, Public Speaking, Economic Development, Foreign Policy
Education
The George Washington University Law School 2003 — 2006
JD, Law
Georgetown University 1995 — 1999
bs, Political Science and Government
Brooks School 1992 — 1995
Podesta Group September 2009 - Present
DLA Piper June 2005 - August 2009
Goldman Sachs August 1999 - July 2003
JP Morgan 1997 - 1998
Skills
Public Policy, Legislation, Lobbying, Community Outreach, Political Consulting, Leadership, Strategic Planning, Political Science, Research, Politics, Legislative Relations, Federal Government, Government, Editing, Corporate Governance, Intellectual Property, Policy Analysis, Speech Writing, Policy, Political Campaigns, Nonprofits, Grassroots Organizing, Political Communication, Legal Writing, Public Affairs, Strategic Communications, Media Relations, Non-profits, Public Speaking, Economic Development, Foreign Policy
Education
The George Washington University Law School 2003 — 2006
JD, Law
Georgetown University 1995 — 1999
bs, Political Science and Government
Brooks School 1992 — 1995
Seth Fonti Seth Fonti's J.P. Morgan Experience July 2007 - July 2008
Job Financial Planning and Analysis at MUFG Americas
Industry Financial Services
Experience
MUFG Americas August 2012 - Present
Macquarie Capital August 2008 - May 2012
JP Morgan July 2007 - July 2008
Scotia Capital May 2006 - August 2006
AIG May 2004 - August 2005
AIG November 2002 - May 2004
AIG June 2001 - August 2001
Skills
Capital Markets, Fixed Income, Mergers, Capital Structure, Strategic Financial..., Financial Markets, Corporate Development, M&A execution, Cross-border M&A, Principal Investments, Capital Budgeting, Budget Process, CCAR, Regulatory Affairs, Strategy, Strategy Implementation, Finance, Strategic Finance
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Rollins College 1998 — 2002
BA, Communications
The Dwight Englewood School 1992 — 1998
MUFG Americas August 2012 - Present
Macquarie Capital August 2008 - May 2012
JP Morgan July 2007 - July 2008
Scotia Capital May 2006 - August 2006
AIG May 2004 - August 2005
AIG November 2002 - May 2004
AIG June 2001 - August 2001
Skills
Capital Markets, Fixed Income, Mergers, Capital Structure, Strategic Financial..., Financial Markets, Corporate Development, M&A execution, Cross-border M&A, Principal Investments, Capital Budgeting, Budget Process, CCAR, Regulatory Affairs, Strategy, Strategy Implementation, Finance, Strategic Finance
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, Finance
Rollins College 1998 — 2002
BA, Communications
The Dwight Englewood School 1992 — 1998
Paul Rubenstein, Ph. D. Paul Rubenstein, Ph. D.'s J.P. Morgan Experience January 1999 - September 2001
Job President, Accelerant Research
Industry Market Research
Experience
Accelerant Research July 2008 - Present
Marketing Analysts, Inc. June 2004 - June 2008
Bank of America November 2001 - 2004
JP Morgan January 1999 - September 2001
PSI Global 1997 - 1999
KRC Research & Consulting 1995 - 1997
Skills
Qualitative Research, Product Development, Quantitative Research, Focus Groups, Marketing Research, Market Research, Advertising, Competitive Intelligence, Segmentation, Customer Insight, Marketing Strategy, Analytics, Consumer Behaviour, Management, Leadership, Competitive Analysis, Strategy, Advertising Research
Education
Fordham University 1985 — 1995
PhD, Psychology
New York University 1983 — 1985
MA, Industrial/Organizational Psychology
Queens College 1979 — 1983
BA, Psychology
Accelerant Research July 2008 - Present
Marketing Analysts, Inc. June 2004 - June 2008
Bank of America November 2001 - 2004
JP Morgan January 1999 - September 2001
PSI Global 1997 - 1999
KRC Research & Consulting 1995 - 1997
Skills
Qualitative Research, Product Development, Quantitative Research, Focus Groups, Marketing Research, Market Research, Advertising, Competitive Intelligence, Segmentation, Customer Insight, Marketing Strategy, Analytics, Consumer Behaviour, Management, Leadership, Competitive Analysis, Strategy, Advertising Research
Education
Fordham University 1985 — 1995
PhD, Psychology
New York University 1983 — 1985
MA, Industrial/Organizational Psychology
Queens College 1979 — 1983
BA, Psychology
Irina Dunayevsky Irina Dunayevsky's J.P. Morgan Experience July 1999 - June 2000
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays February 2015 - Present
Morgan Stanley May 2014 - February 2015
Morgan Stanley December 2013 - May 2014
Deutsche Bank November 2010 - October 2013
Barclays October 2010 - November 2010
Morgan Stanley June 2000 - September 2010
JP Morgan July 1999 - June 2000
GE Capital July 1998 - July 1999
Skills
Equities, Business Analysis, Process Improvement, Fixed Income, Risk Management, Portfolio Management, Trading, Project Management, Prime Brokerage, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Middle Office, Asset Managment, Equity Derivatives, Financial Services, Trading Systems, Market Data, Securities, Investments, Asset Management
Education
Fordham University 1995 — 1998
Bachelor's degree, Computer Science
Barclays February 2015 - Present
Morgan Stanley May 2014 - February 2015
Morgan Stanley December 2013 - May 2014
Deutsche Bank November 2010 - October 2013
Barclays October 2010 - November 2010
Morgan Stanley June 2000 - September 2010
JP Morgan July 1999 - June 2000
GE Capital July 1998 - July 1999
Skills
Equities, Business Analysis, Process Improvement, Fixed Income, Risk Management, Portfolio Management, Trading, Project Management, Prime Brokerage, Capital Markets, Investment Banking, Derivatives, Hedge Funds, Middle Office, Asset Managment, Equity Derivatives, Financial Services, Trading Systems, Market Data, Securities, Investments, Asset Management
Education
Fordham University 1995 — 1998
Bachelor's degree, Computer Science
Marc Diagonale Marc Diagonale's J.P. Morgan Experience April 2010 - November 2010
Job Chief Financial Officer at Engine Capital Management LLC
Industry Investment Management
Experience
Engine Capital Management LLC April 2014 - Present
The Leukemia & Lymphoma Society April 2010 - Present
SLZ Capital Management, LLC March 2011 - April 2014
JP Morgan April 2010 - November 2010
Silver Point Capital October 2003 - July 2009
Whitney & Co. March 2001 - April 2003
Katonah Capital March 2000 - March 2001
Gabelli Asset Management March 1993 - March 2000
Chemical Bank September 1988 - September 1990
Skills
Hedge Funds, Private Equity, Asset Managment, Alternative Investments, Financial Modeling, Valuation, Due Diligence, Equities, Investments, Financial Analysis, Fixed Income, Portfolio Management, Capital Markets, Corporate Finance, Mergers, Bonds, Derivatives, Risk Management, Finance, Investment Banking, Start-ups, Asset Management, Mutual Funds, Forecasting, Financial Services, Financial Structuring, Accounting, Bloomberg, Loans, Securities, Venture Capital, Restructuring
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance / International Business
Georgetown University 1984 — 1988
BA, Economics
Fordham Preparatory School 1980 — 1984
Engine Capital Management LLC April 2014 - Present
The Leukemia & Lymphoma Society April 2010 - Present
SLZ Capital Management, LLC March 2011 - April 2014
JP Morgan April 2010 - November 2010
Silver Point Capital October 2003 - July 2009
Whitney & Co. March 2001 - April 2003
Katonah Capital March 2000 - March 2001
Gabelli Asset Management March 1993 - March 2000
Chemical Bank September 1988 - September 1990
Skills
Hedge Funds, Private Equity, Asset Managment, Alternative Investments, Financial Modeling, Valuation, Due Diligence, Equities, Investments, Financial Analysis, Fixed Income, Portfolio Management, Capital Markets, Corporate Finance, Mergers, Bonds, Derivatives, Risk Management, Finance, Investment Banking, Start-ups, Asset Management, Mutual Funds, Forecasting, Financial Services, Financial Structuring, Accounting, Bloomberg, Loans, Securities, Venture Capital, Restructuring
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
MBA, Finance / International Business
Georgetown University 1984 — 1988
BA, Economics
Fordham Preparatory School 1980 — 1984
Julius Leiman-Carbia Julius Leiman-Carbia's J.P. Morgan Experience 2004 - 2005
Job Chief Compliance Officer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2013 - May 2015
US Securities and Exchange Commission April 2011 - April 2013
BP June 2009 - January 2011
Citigroup 2005 - 2009
JP Morgan 2004 - 2005
Goldman Sachs 2000 - 2004
Goldman Sachs 1995 - 2000
Smith New Court February 1994 - September 1995
US Securities and Exchange Commission February 1989 - February 1994
Skills
Securities, Capital Markets, Fixed Income, Risk Management, AML, Equities, Options, Internal Audit, Trading, Derivatives, Internal Controls, Investment Advisory, Hedge Funds, Securities Regulation, Financial Regulation, Alternative Investments, Asset Management, Commodity, Corporate Governance, Commodity Markets, Due Diligence, FINRA, Finance, Financial Markets, Financial Risk, Financial Services, Investment Banking, Operational Risk, Prime Brokerage, Private Equity, Structured Finance, Structured Products, Management
Education
University of Pennsylvania Law School 1983 — 1986
JD, Law
Georgetown University 1979 — 1983
BSFS, International Relations, Law and Organizations
JPMorgan Chase April 2013 - May 2015
US Securities and Exchange Commission April 2011 - April 2013
BP June 2009 - January 2011
Citigroup 2005 - 2009
JP Morgan 2004 - 2005
Goldman Sachs 2000 - 2004
Goldman Sachs 1995 - 2000
Smith New Court February 1994 - September 1995
US Securities and Exchange Commission February 1989 - February 1994
Skills
Securities, Capital Markets, Fixed Income, Risk Management, AML, Equities, Options, Internal Audit, Trading, Derivatives, Internal Controls, Investment Advisory, Hedge Funds, Securities Regulation, Financial Regulation, Alternative Investments, Asset Management, Commodity, Corporate Governance, Commodity Markets, Due Diligence, FINRA, Finance, Financial Markets, Financial Risk, Financial Services, Investment Banking, Operational Risk, Prime Brokerage, Private Equity, Structured Finance, Structured Products, Management
Education
University of Pennsylvania Law School 1983 — 1986
JD, Law
Georgetown University 1979 — 1983
BSFS, International Relations, Law and Organizations
Ygnacio Garcia-Saladrigas Ygnacio Garcia-Saladrigas's J.P. Morgan Experience 2011 - 2014
Job Senior Wealth Director at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management 2014 - Present
JP Morgan 2011 - 2014
Barclays Wealth Americas (formerly Lehman Brothers, Inc.) 2007 - 2010
InterVestors Capital, LLC 2002 - 2007
Merrill Lynch & Co., Inc. 2000 - 2001
Prudential Securities, Inc. 1998 - 2000
Charles Schwab & Co., Inc. 1996 - 1998
SunTrust Banks, Inc. 1989 - 1994
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Christopher Columbus High School
BNY Mellon Wealth Management 2014 - Present
JP Morgan 2011 - 2014
Barclays Wealth Americas (formerly Lehman Brothers, Inc.) 2007 - 2010
InterVestors Capital, LLC 2002 - 2007
Merrill Lynch & Co., Inc. 2000 - 2001
Prudential Securities, Inc. 1998 - 2000
Charles Schwab & Co., Inc. 1996 - 1998
SunTrust Banks, Inc. 1989 - 1994
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Georgetown University 1985 — 1989
BSBA, Finance
Christopher Columbus High School
Tom Heller Tom Heller's J.P. Morgan Experience May 2005 - July 2007
Job Director of Delivery Management at Organic
Industry Information Technology and Services
Experience
Organic, BBDO July 2014 - Present
DigitasLBI July 2010 - July 2014
Edelman Digital July 2008 - July 2010
JP Morgan May 2005 - July 2007
Skills
Project Delivery, Web Project Management, Information Architecture, Content Management, Project Management, Interactive Marketing, Digital Strategy, Strategy, MS Project, Web Analytics, User Experience, E-commerce, Content Development, HTML, CSS, JIRA, Social Media Marketing, Social Media, Facebook, Facebook API, Content Strategy, Mobile Marketing, SEO, Google Analytics, Mobile Applications, CMS, Omniture, Email Marketing, Digital Media, Interactive Advertising, SEM, User Interface Design, Online Advertising, Website Development, Agile Project Management, Agile Methodologies, Scrum, Twitter, Visio, SharePoint, Wireframes, Metrics, Stakeholder Management, Integrated Marketing, Continuous Integration, Interaction Design, Web Development, HTML 5, Digital Marketing, Advertising
Education
Fordham University 2001 — 2005
Bachelor's Degree, Management of Information and Communication Systems
Organic, BBDO July 2014 - Present
DigitasLBI July 2010 - July 2014
Edelman Digital July 2008 - July 2010
JP Morgan May 2005 - July 2007
Skills
Project Delivery, Web Project Management, Information Architecture, Content Management, Project Management, Interactive Marketing, Digital Strategy, Strategy, MS Project, Web Analytics, User Experience, E-commerce, Content Development, HTML, CSS, JIRA, Social Media Marketing, Social Media, Facebook, Facebook API, Content Strategy, Mobile Marketing, SEO, Google Analytics, Mobile Applications, CMS, Omniture, Email Marketing, Digital Media, Interactive Advertising, SEM, User Interface Design, Online Advertising, Website Development, Agile Project Management, Agile Methodologies, Scrum, Twitter, Visio, SharePoint, Wireframes, Metrics, Stakeholder Management, Integrated Marketing, Continuous Integration, Interaction Design, Web Development, HTML 5, Digital Marketing, Advertising
Education
Fordham University 2001 — 2005
Bachelor's Degree, Management of Information and Communication Systems
Nishant Bakaya Nishant Bakaya's J.P. Morgan Experience July 1999 - November 2001
Job Managing Director at Evercore Partners Inc.
Industry Real Estate
Experience
Evercore Partners Inc. May 2015 - Present
Akara Partners, LLC September 2013 - April 2015
UBS Investment Bank July 2005 - September 2013
Autumn Investments 2001 - 2003
JP Morgan July 1999 - November 2001
Skills
Corporate Finance, Asset Management, Financial Structuring, Emerging Markets, LBO, Portfolio Management, Bloomberg, Alternative Investments
Education
The University of Chicago 2003 — 2005
MBA (Honors), Finance & Strategy
Franklin & Marshall College 1994 — 1998
BA, Economics
Maru A Pula 1990 — 1993
Machabeng 1989 — 1991
Evercore Partners Inc. May 2015 - Present
Akara Partners, LLC September 2013 - April 2015
UBS Investment Bank July 2005 - September 2013
Autumn Investments 2001 - 2003
JP Morgan July 1999 - November 2001
Skills
Corporate Finance, Asset Management, Financial Structuring, Emerging Markets, LBO, Portfolio Management, Bloomberg, Alternative Investments
Education
The University of Chicago 2003 — 2005
MBA (Honors), Finance & Strategy
Franklin & Marshall College 1994 — 1998
BA, Economics
Maru A Pula 1990 — 1993
Machabeng 1989 — 1991
Michelle Morici, PHR's J.P. Morgan Experience July 1996 - June 1998
Job Recruiting Consultant
Industry Human Resources
Experience
Performance Development Group January 2012 - Present
Operations & Quality Systems Improvement Experts (OQSIE) July 2014 - Present
Morici Associates January 2006 - December 2011
Goldman Sachs December 2000 - December 2005
Mail.com April 2000 - December 2000
PaineWebber August 1998 - April 2000
JP Morgan July 1996 - June 1998
Skills
Talent Management, Human Resources, Talent Acquisition, Interviews, Organizational..., Project Management, Recruiting, Leadership Development, Vendor Management, Instructional Design, Organizational..., Team Building, Relationship Management, Needs Analysis, MBTI, E-Learning
Education
Fordham University 1997 — 1999
MS, HR Education
Montclair State University 1992 — 1996
Bachelor of Arts, Psychology; Minor in Sociology
Performance Development Group January 2012 - Present
Operations & Quality Systems Improvement Experts (OQSIE) July 2014 - Present
Morici Associates January 2006 - December 2011
Goldman Sachs December 2000 - December 2005
Mail.com April 2000 - December 2000
PaineWebber August 1998 - April 2000
JP Morgan July 1996 - June 1998
Skills
Talent Management, Human Resources, Talent Acquisition, Interviews, Organizational..., Project Management, Recruiting, Leadership Development, Vendor Management, Instructional Design, Organizational..., Team Building, Relationship Management, Needs Analysis, MBTI, E-Learning
Education
Fordham University 1997 — 1999
MS, HR Education
Montclair State University 1992 — 1996
Bachelor of Arts, Psychology; Minor in Sociology
Bob Trehy Bob Trehy's J.P. Morgan Experience 1990 - 1994
Job Senior Vice President at OneMedMarket
Industry Financial Services
Experience
OneMedMarket March 2014 - Present
Sustainable Modern Villages July 2012 - Present
Odeon Capital Group LLC April 2011 - May 2012
Advanced Equities Inc April 2010 - April 2011
Peerless Pictures 1998 - 2007
JP Morgan 1990 - 1994
Salomon Bros. 1984 - 1990
Skills
Investments, Securities, Valuation, Venture Capital, Entrepreneurship, Sales, Capital Markets, Equities, Financial Analysis, Bonds, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Mergers & Acquisitions, Corporate Finance, Series 24, Derivatives, Financial Modeling, Trading, Alternative Investments, Investor Relations, Bloomberg, Investment Management, Investment Banking, Private Equity, Financial Markets, Strategy, Due Diligence, Emerging Markets, Options, Strategic Planning, Investment Advisory, Mutual Funds, Asset Managment, Investment Strategies
Education
Georgetown University
BS
Pennsylvania State University
MBA
OneMedMarket March 2014 - Present
Sustainable Modern Villages July 2012 - Present
Odeon Capital Group LLC April 2011 - May 2012
Advanced Equities Inc April 2010 - April 2011
Peerless Pictures 1998 - 2007
JP Morgan 1990 - 1994
Salomon Bros. 1984 - 1990
Skills
Investments, Securities, Valuation, Venture Capital, Entrepreneurship, Sales, Capital Markets, Equities, Financial Analysis, Bonds, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Mergers & Acquisitions, Corporate Finance, Series 24, Derivatives, Financial Modeling, Trading, Alternative Investments, Investor Relations, Bloomberg, Investment Management, Investment Banking, Private Equity, Financial Markets, Strategy, Due Diligence, Emerging Markets, Options, Strategic Planning, Investment Advisory, Mutual Funds, Asset Managment, Investment Strategies
Education
Georgetown University
BS
Pennsylvania State University
MBA
Atul Antala's J.P. Morgan Experience 1999 - 2000
Job IT Management Professional
Industry Information Technology and Services
Experience
Delaware River and Bay Authority November 2012 - Present
Progressive Talents, Inc. October 2009 - Present
Bank of America January 2011 - November 2012
AAA Mid-Atlantic September 2009 - December 2010
Quiznos Sub 2005 - 2009
Access Group 2007 - 2008
SYSCOM, Inc. 2005 - 2007
MBNA / Bank of America 2000 - 2005
JP Morgan 1999 - 2000
ADP Wilco International 1996 - 1999
Skills
Program Management, Project Management, Management, Enterprise Architecture, Troubleshooting, Vendor Management, Information Technology, SDLC, IT Strategy, PMO, Business Strategy, Strategic Planning, Analysis, Leadership, Budgets, Business Analysis, Business Intelligence, Integration, Risk Management, Process Improvement, Business Process..., IT Management, Project Portfolio..., Software Project...
Education
Stevens Institute of Technology 1991 — 1995
BS
Goldey-Beacom College
MBA
New Jersey Institute of Technology
MS
Delaware River and Bay Authority November 2012 - Present
Progressive Talents, Inc. October 2009 - Present
Bank of America January 2011 - November 2012
AAA Mid-Atlantic September 2009 - December 2010
Quiznos Sub 2005 - 2009
Access Group 2007 - 2008
SYSCOM, Inc. 2005 - 2007
MBNA / Bank of America 2000 - 2005
JP Morgan 1999 - 2000
ADP Wilco International 1996 - 1999
Skills
Program Management, Project Management, Management, Enterprise Architecture, Troubleshooting, Vendor Management, Information Technology, SDLC, IT Strategy, PMO, Business Strategy, Strategic Planning, Analysis, Leadership, Budgets, Business Analysis, Business Intelligence, Integration, Risk Management, Process Improvement, Business Process..., IT Management, Project Portfolio..., Software Project...
Education
Stevens Institute of Technology 1991 — 1995
BS
Goldey-Beacom College
MBA
New Jersey Institute of Technology
MS
Stephen Sinacore's J.P. Morgan Experience 1986 - 1998
Job Principal and CoFounder at Atrevida Partners, LLC
Industry Investment Management
Experience
Fordham University January 2012 - Present
Accordia Global Health Foundation March 2011 - Present
Atrevida Partners, LLC June 2007 - Present
Citadel Investment Group February 2004 - February 2006
Zurich Capital Markets March 2002 - December 2003
RBS Greenwich Capital February 1998 - June 2000
JP Morgan 1986 - 1998
Skills
Hedge Funds, Investment Banking, Equities, Derivatives, Private Equity, Alternative Investments, Trading Systems, Asset Managment, Asset Management, Venture Capital, Investments, Capital Markets, Financial Markets, Fixed Income, Mergers & Acquisitions, Emerging Markets, Options, Investment Management, Start-ups, Asset Allocation, Financial Modeling, Securities, Due Diligence, Portfolio Management, Entrepreneurship, Valuation, Trading
Education
Fordham University 1976 — 1980
Fordham University January 2012 - Present
Accordia Global Health Foundation March 2011 - Present
Atrevida Partners, LLC June 2007 - Present
Citadel Investment Group February 2004 - February 2006
Zurich Capital Markets March 2002 - December 2003
RBS Greenwich Capital February 1998 - June 2000
JP Morgan 1986 - 1998
Skills
Hedge Funds, Investment Banking, Equities, Derivatives, Private Equity, Alternative Investments, Trading Systems, Asset Managment, Asset Management, Venture Capital, Investments, Capital Markets, Financial Markets, Fixed Income, Mergers & Acquisitions, Emerging Markets, Options, Investment Management, Start-ups, Asset Allocation, Financial Modeling, Securities, Due Diligence, Portfolio Management, Entrepreneurship, Valuation, Trading
Education
Fordham University 1976 — 1980
Amy (Berger) Certilman Amy (Berger) Certilman's J.P. Morgan Experience 1990 - 1995
Job Custom Jeweler & Designer
Industry Luxury Goods & Jewelry
Experience
The Perfect Setting July 2009 - Present
BCD Design, Inc. /DBA The Perfect Setting September 2003 - Present
Cold Spring Harbor Central School District July 2007 - June 2010
BCD Design, Inc February 1999 - September 2003
JP Morgan 1990 - 1995
Morgan Stanley 1988 - 1990
Morgan Stanley 1986 - 1988
Skills
Personal Shopping, Custom Jewelry Design, Diamond Buyer, Pearl Buyer, Engagement Rings, Anniversary Jewelry, Fine Jewelry, Jewelry Design, Jewelry, Diamonds, Pearl, Anniversaries, Gems, Gifts, Brand Development, Social Media Marketing, Fashion, Gold, Retail, Trend, Art, Watches, Luxury Goods, Wholesale, Leadership, Luxury, Creative Direction, Handmade Jewelry, Marketing, Management, Social Media, Marketing Strategy
Education
Gemological Institute of America 2011 — 2011
Diamonds, Pearls
Tulane University 1982 — 1986
BA, Communications
Scarsdale High School 1978 — 1982
The Perfect Setting July 2009 - Present
BCD Design, Inc. /DBA The Perfect Setting September 2003 - Present
Cold Spring Harbor Central School District July 2007 - June 2010
BCD Design, Inc February 1999 - September 2003
JP Morgan 1990 - 1995
Morgan Stanley 1988 - 1990
Morgan Stanley 1986 - 1988
Skills
Personal Shopping, Custom Jewelry Design, Diamond Buyer, Pearl Buyer, Engagement Rings, Anniversary Jewelry, Fine Jewelry, Jewelry Design, Jewelry, Diamonds, Pearl, Anniversaries, Gems, Gifts, Brand Development, Social Media Marketing, Fashion, Gold, Retail, Trend, Art, Watches, Luxury Goods, Wholesale, Leadership, Luxury, Creative Direction, Handmade Jewelry, Marketing, Management, Social Media, Marketing Strategy
Education
Gemological Institute of America 2011 — 2011
Diamonds, Pearls
Tulane University 1982 — 1986
BA, Communications
Scarsdale High School 1978 — 1982
Peter Macaluso Peter Macaluso's J.P. Morgan Experience 2007 - 2007
Job Market Data Digital Products and Product Strategy
Industry Financial Services
Experience
CNBC September 2011 - Present
MetLife Investments May 2008 - September 2011
JP Morgan 2007 - 2007
Investment Technology Group February 2006 - 2007
PriceWaterhouse Coopers 2000 - 2001
Goldman Sachs 1999 - 2000
Bridge Information Systems 1998 - 1998
Garban 1993 - 1993
Skills
Reference Data, Trading, Digital Strategy, Financial Data, Mobile Strategy, Indices, Digital Innovation, Integrated Media, IT law, Trading Applications, Cost Optimisation, Digital Branding, Media Law, Information Law, Internet Law, Distribution Law, Brand Protection, Digital Business, Angel Investing, Early-stage Startups, Analytics, Asset Management, Bloomberg, Bonds, Business Analysis, Business, Cyberlaw, Disaster Recovery, Derivatives, Entertainment Law, Equities, FX Options, Financial Markets, Finance, Equity Trading, Hedge Funds, Lunch, Investment Banking, Management, Morningstar, Portfolio Management, Product Management, Strategic Partnerships, Trading Systems, Strategy, Market Data, Equity
Education
Fordham University 1987 — 1991
Bachelor of Science, Finance and Information Systems
Fordham University 1987 — 1991
Bachelor of Science, Finance/Information Systems
Bergen Catholic 1983 — 1987
High School
CNBC September 2011 - Present
MetLife Investments May 2008 - September 2011
JP Morgan 2007 - 2007
Investment Technology Group February 2006 - 2007
PriceWaterhouse Coopers 2000 - 2001
Goldman Sachs 1999 - 2000
Bridge Information Systems 1998 - 1998
Garban 1993 - 1993
Skills
Reference Data, Trading, Digital Strategy, Financial Data, Mobile Strategy, Indices, Digital Innovation, Integrated Media, IT law, Trading Applications, Cost Optimisation, Digital Branding, Media Law, Information Law, Internet Law, Distribution Law, Brand Protection, Digital Business, Angel Investing, Early-stage Startups, Analytics, Asset Management, Bloomberg, Bonds, Business Analysis, Business, Cyberlaw, Disaster Recovery, Derivatives, Entertainment Law, Equities, FX Options, Financial Markets, Finance, Equity Trading, Hedge Funds, Lunch, Investment Banking, Management, Morningstar, Portfolio Management, Product Management, Strategic Partnerships, Trading Systems, Strategy, Market Data, Equity
Education
Fordham University 1987 — 1991
Bachelor of Science, Finance and Information Systems
Fordham University 1987 — 1991
Bachelor of Science, Finance/Information Systems
Bergen Catholic 1983 — 1987
High School
Jorge N Harb Kallab Jorge N Harb Kallab's J.P. Morgan Experience May 1999 - August 1999
Job Sr Mgmt Consultant. Kosmet Inc.
Industry Health, Wellness and Fitness
Experience
Kosmet Inc July 2015 - Present
AR+K. Grupo Inmobiliario June 2014 - July 2015
Bindu August 2000 - June 2014
Commercial Real Estate Advisors (CREA) July 2011 - August 2012
Grupo Kii'ol July 2001 - August 2011
Editorial Kii'ol July 2003 - July 2011
JP Morgan May 1999 - August 1999
Inteligia (JV Accenture & Banamex) September 1997 - August 1998
Banco Anahuac September 1996 - August 1997
Skills
Strategic Planning, Business Strategy, Commercial Real Estate, Market Research, Portfolio Management, Spa, Business Process Mapping, Public Speaking, Public Relations, Human Resource..., Project Finance, New Business Development, Business Planning, Negotiation, Team Building, Team Leadership, Team Management, Creación y desarrollo..., Estrategia empresarial, Gestión y motivación de..., Investigación de..., Liderazgo de equipos, Negociación, Planificación..., Relaciones públicas, Plan de negocio, Desarrollo empresarial, Estrategia, Liderazgo
Education
1998 — 2000
MBA
Universidad Iberoamericana, Ciudad de México 1992 — 1996
ING
1994 — 1995
Intercambio
Kosmet Inc July 2015 - Present
AR+K. Grupo Inmobiliario June 2014 - July 2015
Bindu August 2000 - June 2014
Commercial Real Estate Advisors (CREA) July 2011 - August 2012
Grupo Kii'ol July 2001 - August 2011
Editorial Kii'ol July 2003 - July 2011
JP Morgan May 1999 - August 1999
Inteligia (JV Accenture & Banamex) September 1997 - August 1998
Banco Anahuac September 1996 - August 1997
Skills
Strategic Planning, Business Strategy, Commercial Real Estate, Market Research, Portfolio Management, Spa, Business Process Mapping, Public Speaking, Public Relations, Human Resource..., Project Finance, New Business Development, Business Planning, Negotiation, Team Building, Team Leadership, Team Management, Creación y desarrollo..., Estrategia empresarial, Gestión y motivación de..., Investigación de..., Liderazgo de equipos, Negociación, Planificación..., Relaciones públicas, Plan de negocio, Desarrollo empresarial, Estrategia, Liderazgo
Education
1998 — 2000
MBA
Universidad Iberoamericana, Ciudad de México 1992 — 1996
ING
1994 — 1995
Intercambio
Frederick Mbari Frederick Mbari's J.P. Morgan Experience May 2010 - September 2011
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey June 2011 - Present
JP Morgan May 2010 - September 2011
Sponsors For Educational Opportunity September 2009 - February 2010
JPMorgan June 2009 - August 2009
Hennessy Landrover Buckhead July 2006 - May 2009
Skills
Trading, Series 7, Equity Research, Equity Trading, Series 63, Financial Markets, Bloomberg, Equity Derivatives, Risk Management, Financial Modeling, Hedge Funds, Financial Analysis, Prime Brokerage
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Finance, Investments
St. Mary's School Nairobi, Kenya 2001 — 2004
SunTrust Robinson Humphrey June 2011 - Present
JP Morgan May 2010 - September 2011
Sponsors For Educational Opportunity September 2009 - February 2010
JPMorgan June 2009 - August 2009
Hennessy Landrover Buckhead July 2006 - May 2009
Skills
Trading, Series 7, Equity Research, Equity Trading, Series 63, Financial Markets, Bloomberg, Equity Derivatives, Risk Management, Financial Modeling, Hedge Funds, Financial Analysis, Prime Brokerage
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2011
Finance, Investments
St. Mary's School Nairobi, Kenya 2001 — 2004
Karen McGuinness Karen McGuinness's J.P. Morgan Experience January 2010 - Present
Job Community Reinvestment Manager East Coast & Midwest at JPMorgan Chase
Industry Public Policy
Experience
JP Morgan January 2010 - Present
MHA of NYC May 2009 - February 2010
Bronx Borough President's Office - City of New York July 2006 - May 2009
JP Morgan March 1993 - October 2006
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
Fordham University 1990 — 1994
BA
Pascack Valley High School 1986 — 1990
JP Morgan January 2010 - Present
MHA of NYC May 2009 - February 2010
Bronx Borough President's Office - City of New York July 2006 - May 2009
JP Morgan March 1993 - October 2006
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA
Fordham University 1990 — 1994
BA
Pascack Valley High School 1986 — 1990
George Delardi George Delardi's J.P. Morgan Experience 1990 - 1996
Job Director Electronic Trading Technology at Barclays
Industry Financial Services
Experience
Barclays April 2013 - Present
BNY ConvergEx December 2009 - April 2013
NYFIX May 2007 - December 2009
American Stock Exchange May 2006 - May 2007
NYFIX April 2000 - May 2007
Salomon Smith Barney 1996 - April 2000
JP Morgan 1990 - 1996
Education
Fordham University 1986 — 1990
Barclays April 2013 - Present
BNY ConvergEx December 2009 - April 2013
NYFIX May 2007 - December 2009
American Stock Exchange May 2006 - May 2007
NYFIX April 2000 - May 2007
Salomon Smith Barney 1996 - April 2000
JP Morgan 1990 - 1996
Education
Fordham University 1986 — 1990
Rich Brereton Rich Brereton's J.P. Morgan Experience 1988 - 1992
Job Managing Director Marketing at Harbert Management Corporation
Industry Financial Services
Experience
Harbert Management Corporation 2011 - Present
Boomerang Capital 2008 - 2011
Morgan Stanley Investment Management 1996 - 2008
Bankers Trust 1992 - 1996
JP Morgan 1988 - 1992
Morgan Stanley 1987 - 1988
Skills
Alternative Investments, Investment Management, Hedge Funds, Equities, Asset Managment, Fund Of Funds, Separately Managed...
Education
Georgetown University 1983 — 1987
BSBA, Finance
Harbert Management Corporation 2011 - Present
Boomerang Capital 2008 - 2011
Morgan Stanley Investment Management 1996 - 2008
Bankers Trust 1992 - 1996
JP Morgan 1988 - 1992
Morgan Stanley 1987 - 1988
Skills
Alternative Investments, Investment Management, Hedge Funds, Equities, Asset Managment, Fund Of Funds, Separately Managed...
Education
Georgetown University 1983 — 1987
BSBA, Finance
Daniel Musselman Daniel Musselman's J.P. Morgan Experience August 2007 - December 2009
Job Project Manager II at TD Bank N.A.
Industry Banking
Experience
TD June 2014 - August 2015
Procom December 2010 - June 2014
JP Morgan August 2007 - December 2009
JP Morgan 1999 - 2007
JP Morgan 1998 - 1999
Skills
Cash Management, Program Management, Project Management, Management, SDLC, Accounting, Financial Reporting, Financial Analysis, Banking, Risk Management, Credit, Securities, Microsoft Excel, Process Improvement, Settlement, Loans, Forecasting, Variance Analysis, Business Analysis
Education
Goldey-Beacom College
BS, Finance
TD June 2014 - August 2015
Procom December 2010 - June 2014
JP Morgan August 2007 - December 2009
JP Morgan 1999 - 2007
JP Morgan 1998 - 1999
Skills
Cash Management, Program Management, Project Management, Management, SDLC, Accounting, Financial Reporting, Financial Analysis, Banking, Risk Management, Credit, Securities, Microsoft Excel, Process Improvement, Settlement, Loans, Forecasting, Variance Analysis, Business Analysis
Education
Goldey-Beacom College
BS, Finance
Trisha Wagner's J.P. Morgan Experience July 2008 - December 2008
Job Business Professional
Industry Banking
Experience
Richland Bank April 2012 - January 2013
MedCentral Health System October 2009 - February 2012
JP Morgan July 2008 - December 2008
Skills
Process Improvement, Team Building, Strategic Planning, Time Management, Event Planning, Budgets, Microsoft Office, Marketing, Healthcare, Customer Service, PowerPoint, Sales, Banking, Leadership, Management, Marketing Strategy, Microsoft Word, Sales Management, Social Media
Education
Franklin University 2007 — 2008
Bachelor's degree, Organizational Communication, General
North Central State College 2003 — 2006
Associate's degree, Business Administration/Management
Shelby Senior High School 1999 — 2003
High school diploma, All required
Richland Bank April 2012 - January 2013
MedCentral Health System October 2009 - February 2012
JP Morgan July 2008 - December 2008
Skills
Process Improvement, Team Building, Strategic Planning, Time Management, Event Planning, Budgets, Microsoft Office, Marketing, Healthcare, Customer Service, PowerPoint, Sales, Banking, Leadership, Management, Marketing Strategy, Microsoft Word, Sales Management, Social Media
Education
Franklin University 2007 — 2008
Bachelor's degree, Organizational Communication, General
North Central State College 2003 — 2006
Associate's degree, Business Administration/Management
Shelby Senior High School 1999 — 2003
High school diploma, All required
Michael Butler's J.P. Morgan Experience March 2008 - November 2012
Job Senior Director at Broadridge Financial Solutions,Inc.
Industry Financial Services
Experience
Broadridge Financial Solutions January 2013 - Present
Q7 Pro Tax Solutions November 2012 - Present
JP Morgan March 2008 - November 2012
Bear Stearns May 2006 - March 2008
J&W Seligman October 2002 - November 2005
Paine Webber June 2000 - October 2002
Merrill Lynch November 1997 - June 2000
AllianceBernstein October 1995 - November 1997
Skills
Hedge Funds, Building Relationships, Mutual Funds, Entrepreneurship, Sales, Marketing, Public Speaking, Real Estate Investor, Creative Solutions, Contract Negotiation, New Business Development, Relationship Management, Salesforce.com, Prime Brokerage, Derivatives, Territory..., Consultative Sales..., Asset Allocation, Series 7, Series 63, Alternative Investments, Equity Derivatives, Scalable Process..., Banking, Fixed Income, Financial Services, Equities, Securities, Capital Markets, Financial Risk, Investment Banking, Portfolio Management, Investment Strategies, Trading Systems, Credit Derivatives, Structured Products, Finance, Trading, Swaps, Venture Capital
Education
Pace University - Lubin School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
Fordham University 1990 — 1994
Bachelor of Science (B.S.), Marketing
Nutley High School 1986 — 1990
Broadridge Financial Solutions January 2013 - Present
Q7 Pro Tax Solutions November 2012 - Present
JP Morgan March 2008 - November 2012
Bear Stearns May 2006 - March 2008
J&W Seligman October 2002 - November 2005
Paine Webber June 2000 - October 2002
Merrill Lynch November 1997 - June 2000
AllianceBernstein October 1995 - November 1997
Skills
Hedge Funds, Building Relationships, Mutual Funds, Entrepreneurship, Sales, Marketing, Public Speaking, Real Estate Investor, Creative Solutions, Contract Negotiation, New Business Development, Relationship Management, Salesforce.com, Prime Brokerage, Derivatives, Territory..., Consultative Sales..., Asset Allocation, Series 7, Series 63, Alternative Investments, Equity Derivatives, Scalable Process..., Banking, Fixed Income, Financial Services, Equities, Securities, Capital Markets, Financial Risk, Investment Banking, Portfolio Management, Investment Strategies, Trading Systems, Credit Derivatives, Structured Products, Finance, Trading, Swaps, Venture Capital
Education
Pace University - Lubin School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
Fordham University 1990 — 1994
Bachelor of Science (B.S.), Marketing
Nutley High School 1986 — 1990
Stephanie Baldelli's J.P. Morgan Experience March 2011 - June 2011
Job Senior Paralegal at AIG
Industry Marketing and Advertising
Experience
AIG October 2015 - Present
Macy's January 2015 - October 2015
Macy's February 2013 - January 2015
Herman & Almonte Public Relations January 2012 - July 2012
Park IP Translations August 2011 - December 2011
JP Morgan March 2011 - June 2011
Alloy Media + Marketing September 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Research, Market Research, Qualitative Research, Quantitative Research, Microsoft Word, Direct Marketing, Segmentation
Education
Fordham University School of Law 2014 — 2018
J.D. Candidate
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing: Advertising and Promotion
AIG October 2015 - Present
Macy's January 2015 - October 2015
Macy's February 2013 - January 2015
Herman & Almonte Public Relations January 2012 - July 2012
Park IP Translations August 2011 - December 2011
JP Morgan March 2011 - June 2011
Alloy Media + Marketing September 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Research, Market Research, Qualitative Research, Quantitative Research, Microsoft Word, Direct Marketing, Segmentation
Education
Fordham University School of Law 2014 — 2018
J.D. Candidate
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Marketing: Advertising and Promotion
Naghma Sadeque's J.P. Morgan Experience September 2015 - Present
Job Vice President Client Service at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2015 - Present
JP Morgan March 2008 - September 2015
Bear Stearns January 2007 - March 2008
Bear Stearns December 2005 - January 2007
Skills
Bloomberg, Equities, Trading, Electronic Trading, Prime Brokerage, Trading Systems, Series 7, Series 63, Reuters, FX trading, Microsoft Office, Microsoft Excel, Microsoft Word, Private Client Services, Broker-Dealer, Sales, Operations Management, Foreign Exchange, Foreign Currency, Exotics, Morgan Direct, Pacific Rim, Organization, Team-oriented, Highly motivated..., Highly Ambitious, Close Attention to..., Migration Projects, Currency, Securities, Proprietary Trading, FX Trading
Education
Fordham University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pace University 2002 — 2005
Bachelor of Business Administration (BBA), Finance, General
Forest Hills 1998 — 2002
J.P. Morgan September 2015 - Present
JP Morgan March 2008 - September 2015
Bear Stearns January 2007 - March 2008
Bear Stearns December 2005 - January 2007
Skills
Bloomberg, Equities, Trading, Electronic Trading, Prime Brokerage, Trading Systems, Series 7, Series 63, Reuters, FX trading, Microsoft Office, Microsoft Excel, Microsoft Word, Private Client Services, Broker-Dealer, Sales, Operations Management, Foreign Exchange, Foreign Currency, Exotics, Morgan Direct, Pacific Rim, Organization, Team-oriented, Highly motivated..., Highly Ambitious, Close Attention to..., Migration Projects, Currency, Securities, Proprietary Trading, FX Trading
Education
Fordham University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pace University 2002 — 2005
Bachelor of Business Administration (BBA), Finance, General
Forest Hills 1998 — 2002
Dick McGinnis's J.P. Morgan Experience January 2010 - June 2010
Job Human Resources
Industry Human Resources
Experience
Blue Cross Blue Shield of Massachusetts June 2010 - Present
JP Morgan January 2010 - June 2010
Fidelity Investments 2005 - 2009
Fidelity Investments 1993 - 2005
Fidelity Investments 1993 - 2005
Cardinal Health, Inc. 1990 - 1993
Hasbro Industries, Inc. 1989 - 1990
Prime Computer, Inc. 1984 - 1989
Skills
Program Management, Workforce Planning, Performance Management, Talent Management, Recruiting, Employee Relations, Change Management, Human Resources, Onboarding, Sourcing, Leadership Development, Leadership, Talent Acquisition, Organizational..., Succession Planning, HR Consulting, Executive Coaching, Training, Analysis, Operations Management, Strategy, Personnel Management, Deferred Compensation
Education
Tulane University 1978 — 1981
Master of Science, Psychology
Franklin & Marshall College 1974 — 1978
Bachelor of Arts, Psychology
Blue Cross Blue Shield of Massachusetts June 2010 - Present
JP Morgan January 2010 - June 2010
Fidelity Investments 2005 - 2009
Fidelity Investments 1993 - 2005
Fidelity Investments 1993 - 2005
Cardinal Health, Inc. 1990 - 1993
Hasbro Industries, Inc. 1989 - 1990
Prime Computer, Inc. 1984 - 1989
Skills
Program Management, Workforce Planning, Performance Management, Talent Management, Recruiting, Employee Relations, Change Management, Human Resources, Onboarding, Sourcing, Leadership Development, Leadership, Talent Acquisition, Organizational..., Succession Planning, HR Consulting, Executive Coaching, Training, Analysis, Operations Management, Strategy, Personnel Management, Deferred Compensation
Education
Tulane University 1978 — 1981
Master of Science, Psychology
Franklin & Marshall College 1974 — 1978
Bachelor of Arts, Psychology
Tosin Agboola Tosin Agboola's J.P. Morgan Experience June 2014 - August 2014
Job Financial Services Professional
Industry Banking
Experience
Georgetown University's McDonough School of Business 2013 - Present
JP Morgan June 2014 - August 2014
First City Monument Bank Plc November 2008 - March 2011
First City Monument Bank Plc February 2006 - November 2008
First City Monument Bank Plc June 2004 - February 2006
Epega & Company( Real Estate Surveyors & Valuers) January 2002 - May 2004
Afribank Estate Company January 2001 - December 2001
Skills
Relationship Management, Account Management, Downstream Oil & Gas, Upstream Oil & Gas, Financial Modeling, Cash Management, International Trade, Credit Analysis, Credit Risk, Corporate Finance
Education
Georgetown University 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
University of Lagos 1995 — 2000
Bachelor of Science (BSc), Estate Management, Second Class Upper
Georgetown University's McDonough School of Business 2013 - Present
JP Morgan June 2014 - August 2014
First City Monument Bank Plc November 2008 - March 2011
First City Monument Bank Plc February 2006 - November 2008
First City Monument Bank Plc June 2004 - February 2006
Epega & Company( Real Estate Surveyors & Valuers) January 2002 - May 2004
Afribank Estate Company January 2001 - December 2001
Skills
Relationship Management, Account Management, Downstream Oil & Gas, Upstream Oil & Gas, Financial Modeling, Cash Management, International Trade, Credit Analysis, Credit Risk, Corporate Finance
Education
Georgetown University 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
University of Lagos 1995 — 2000
Bachelor of Science (BSc), Estate Management, Second Class Upper
Kimberly Hill Kimberly Hill's J.P. Morgan Experience 2010 - 2013
Job Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
MIT Sloan School of Management August 2013 - May 2015
Credit Suisse June 2014 - August 2014
JP Morgan 2010 - 2013
ExxonMobil June 2009 - August 2009
ExxonMobil June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Leadership, Team Leadership, Microsoft Word, Process Improvement, PowerPoint, Project Management, Customer Service, Data Analysis, Teamwork, Investment Banking, Outlook, Energy, Research, Financial Analysis, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance Track
Georgia Institute of Technology 2006 — 2010
Bachelor of Science (BS), Mechanical Engineering
Credit Suisse July 2015 - Present
MIT Sloan School of Management August 2013 - May 2015
Credit Suisse June 2014 - August 2014
JP Morgan 2010 - 2013
ExxonMobil June 2009 - August 2009
ExxonMobil June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Leadership, Team Leadership, Microsoft Word, Process Improvement, PowerPoint, Project Management, Customer Service, Data Analysis, Teamwork, Investment Banking, Outlook, Energy, Research, Financial Analysis, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Finance Track
Georgia Institute of Technology 2006 — 2010
Bachelor of Science (BS), Mechanical Engineering
Bob Rose's J.P. Morgan Experience 2008 - September 2009
Job Senior Adviser to the CEO at Securonix
Industry Information Technology and Services
Experience
Securonix November 2014 - Present
National Security Agency June 2010 - Present
U.S. Department of State - International Security Advisory Board (ISAB) June 2012 - Present
U.S. Department of Homeland Security Advisory Council January 2015 - Present
Chertoff Group April 2013 - Present
CrowdStrike November 2013 - Present
The Open Cloud Consortium February 2015 - Present
Bridgewater Associates March 2014 - March 2015
Thomson Reuters September 2009 - March 2014
JP Morgan 2008 - September 2009
Education
Harvard University Kennedy School of Government 1994 — 1995
MPA
Georgetown University 1969 — 1973
BS, International Economics
Securonix November 2014 - Present
National Security Agency June 2010 - Present
U.S. Department of State - International Security Advisory Board (ISAB) June 2012 - Present
U.S. Department of Homeland Security Advisory Council January 2015 - Present
Chertoff Group April 2013 - Present
CrowdStrike November 2013 - Present
The Open Cloud Consortium February 2015 - Present
Bridgewater Associates March 2014 - March 2015
Thomson Reuters September 2009 - March 2014
JP Morgan 2008 - September 2009
Education
Harvard University Kennedy School of Government 1994 — 1995
MPA
Georgetown University 1969 — 1973
BS, International Economics
Donald Gervais Jr., CFA Donald Gervais Jr., CFA's J.P. Morgan Experience 1999 - 2003
Job Managing Director at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors February 2013 - Present
Goldman Sachs April 2003 - January 2013
JP Morgan 1999 - 2003
Skills
Equities, Series 7, Capital Markets, Fixed Income, Asset Managment, Portfolio Management, Private Equity, Investments, Hedge Funds, Alternative Investments, Series 24
Education
Franklin & Marshall College 1992 — 1996
B.A, Government
The Hotchkiss School 1989 — 1992
College Prep
Allianz Global Investors February 2013 - Present
Goldman Sachs April 2003 - January 2013
JP Morgan 1999 - 2003
Skills
Equities, Series 7, Capital Markets, Fixed Income, Asset Managment, Portfolio Management, Private Equity, Investments, Hedge Funds, Alternative Investments, Series 24
Education
Franklin & Marshall College 1992 — 1996
B.A, Government
The Hotchkiss School 1989 — 1992
College Prep
George Kanabe George Kanabe's J.P. Morgan Experience 2000 - 2000
Job Partner at Orrick, Herrington & Sutcliffe LLP
Industry Law Practice
Experience
Orrick, Herrington & Sutcliffe LLP September 2013 - Present
Sheppard Mullin Richter & Hampton LLP January 2012 - September 2013
Fish & Richardson P.C. 2006 - 2012
WilmerHale 2003 - 2005
Fish & Neave 2001 - 2003
JP Morgan 2000 - 2000
Credit Suisse 1999 - 1999
Skills
Patent Litigation, Patent Prosecution, Patent preparation, Patent Drafting, Electrical Engineering, Litigation, Patents, Due Diligence, Licensing, Prosecution, Patentability, Intellectual Property, Trademarks, Copyright Law, Trade Secrets, Registered Patent...
Education
Fordham University School of Law 2002 — 2005
J.D., Law
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Science (BS), Electrical Engineering
Orrick, Herrington & Sutcliffe LLP September 2013 - Present
Sheppard Mullin Richter & Hampton LLP January 2012 - September 2013
Fish & Richardson P.C. 2006 - 2012
WilmerHale 2003 - 2005
Fish & Neave 2001 - 2003
JP Morgan 2000 - 2000
Credit Suisse 1999 - 1999
Skills
Patent Litigation, Patent Prosecution, Patent preparation, Patent Drafting, Electrical Engineering, Litigation, Patents, Due Diligence, Licensing, Prosecution, Patentability, Intellectual Property, Trademarks, Copyright Law, Trade Secrets, Registered Patent...
Education
Fordham University School of Law 2002 — 2005
J.D., Law
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Science (BS), Electrical Engineering
Lauren Doran's J.P. Morgan Experience August 2006 - September 2007
Job Digital Product Owner Victoria's Secret Direct
Industry Retail
Experience
Victoria's Secret June 2014 - Present
Advocare January 2014 - Present
Nationwide Bank March 2013 - June 2014
JP Morgan Chase April 2011 - March 2013
JP Morgan Chase March 2010 - April 2011
Chase Home Finance July 2009 - April 2010
JPMorgan Chase September 2007 - July 2009
JP Morgan August 2006 - September 2007
JPMorgan Chase March 2005 - August 2006
Morgan Stanley January 2004 - March 2005
Skills
Mutual Funds, Securities, Process Improvement, Banking, Financial Analysis, Vendor Management, Investments, Relationship Management, Business Analysis, Data Analysis, Risk Management, Marketing Communications, Project Management, Retail Marketing, Retail, Retail Sales, Visual Merchandising, Problem Solving, Creative Solutions, Marketing, Cross-functional Team..., Analysis, Business Process..., Strategic Planning, Leadership
Education
Project Management Institute 2014 — 2014
Associate Certification (in progress), Project Management
Franklin University 2007 — 2008
MS, Marketing and Communication
The Ohio State University 1998 — 2003
BS, Interiors Merchandising and Design
Smithtown HS 1994 — 1998
Victoria's Secret June 2014 - Present
Advocare January 2014 - Present
Nationwide Bank March 2013 - June 2014
JP Morgan Chase April 2011 - March 2013
JP Morgan Chase March 2010 - April 2011
Chase Home Finance July 2009 - April 2010
JPMorgan Chase September 2007 - July 2009
JP Morgan August 2006 - September 2007
JPMorgan Chase March 2005 - August 2006
Morgan Stanley January 2004 - March 2005
Skills
Mutual Funds, Securities, Process Improvement, Banking, Financial Analysis, Vendor Management, Investments, Relationship Management, Business Analysis, Data Analysis, Risk Management, Marketing Communications, Project Management, Retail Marketing, Retail, Retail Sales, Visual Merchandising, Problem Solving, Creative Solutions, Marketing, Cross-functional Team..., Analysis, Business Process..., Strategic Planning, Leadership
Education
Project Management Institute 2014 — 2014
Associate Certification (in progress), Project Management
Franklin University 2007 — 2008
MS, Marketing and Communication
The Ohio State University 1998 — 2003
BS, Interiors Merchandising and Design
Smithtown HS 1994 — 1998
Val Perfanov's J.P. Morgan Experience January 2014 - Present
Job Buy Side Research Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
JP Morgan October 2010 - Present
BNP Paribas October 2009 - September 2010
Delaware Investments July 2008 - July 2009
Citi May 2007 - July 2007
Skills
English, Public Speaking, Bulgarian, Hedge Funds, Financial Modeling, Alternative Investments, Equities, Asset Managment, Financial Analysis, Valuation, Capital Markets, Investments, Private Equity, Due Diligence, Portfolio Management, Asset Management, DCF, Investment Management, Equity Research
Education
Franklin & Marshall College 2004 — 2008
Bachelor, Finance/Accounting
Sofia School of Architecture, Civil Engineering, and Geodesy 2003 — 2004
Associate, Architecture and Civil Engineering
J.P. Morgan January 2014 - Present
JP Morgan October 2010 - Present
BNP Paribas October 2009 - September 2010
Delaware Investments July 2008 - July 2009
Citi May 2007 - July 2007
Skills
English, Public Speaking, Bulgarian, Hedge Funds, Financial Modeling, Alternative Investments, Equities, Asset Managment, Financial Analysis, Valuation, Capital Markets, Investments, Private Equity, Due Diligence, Portfolio Management, Asset Management, DCF, Investment Management, Equity Research
Education
Franklin & Marshall College 2004 — 2008
Bachelor, Finance/Accounting
Sofia School of Architecture, Civil Engineering, and Geodesy 2003 — 2004
Associate, Architecture and Civil Engineering
Jonathan Ching Jonathan Ching's J.P. Morgan Experience March 2005 - March 2007
Job Of Counsel at Jones Day
Industry Financial Services
Experience
Jones Day August 2011 - Present
D. E. Shaw & Co. August 2008 - August 2011
Bear Stearns March 2007 - June 2008
JP Morgan March 2005 - March 2007
Katten Muchin Rosenman LLP 2004 - 2005
K&L Gates 2003 - 2004
Cummings & Lockwood 2002 - 2003
Cummings & Lockwood May 2001 - August 2001
Skills
Alternative Investments, Asset Management, Capital Markets, Credit, Credit Derivatives, Derivatives, Dodd-Frank, Equities, Finance, Financial Services, Financial Structuring, Hedge Funds, ISDA, Investments, Mergers, Negotiation, Prime Brokerage, Securities, Securities Regulation, Structured Finance, Trading, Mergers & Acquisitions
Education
Fordham University School of Law 1999 — 2002
JD, Law
University of Southern California 1993 — 1997
B.A. with Honors, International Relations
Jones Day August 2011 - Present
D. E. Shaw & Co. August 2008 - August 2011
Bear Stearns March 2007 - June 2008
JP Morgan March 2005 - March 2007
Katten Muchin Rosenman LLP 2004 - 2005
K&L Gates 2003 - 2004
Cummings & Lockwood 2002 - 2003
Cummings & Lockwood May 2001 - August 2001
Skills
Alternative Investments, Asset Management, Capital Markets, Credit, Credit Derivatives, Derivatives, Dodd-Frank, Equities, Finance, Financial Services, Financial Structuring, Hedge Funds, ISDA, Investments, Mergers, Negotiation, Prime Brokerage, Securities, Securities Regulation, Structured Finance, Trading, Mergers & Acquisitions
Education
Fordham University School of Law 1999 — 2002
JD, Law
University of Southern California 1993 — 1997
B.A. with Honors, International Relations
John Gaudioso John Gaudioso's J.P. Morgan Experience March 2003 - Present
Job Executive Director at JP Morgan
Industry Banking
Experience
JP Morgan March 2003 - Present
Yasuda Bank & Trust Company (USA) 1987 - 1996
Education
Fordham University 1968 — 1972
BAchelor of Arts, Political Science
JP Morgan March 2003 - Present
Yasuda Bank & Trust Company (USA) 1987 - 1996
Education
Fordham University 1968 — 1972
BAchelor of Arts, Political Science
Marcia (Cillan) Irwin's J.P. Morgan Experience 1992 - 1995
Job Managing Director, Equity Product Management at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management October 2010 - Present
Wellington Management August 2002 - 2009
Morgan Stanley September 1999 - July 2002
Goldman Sachs Asset Management June 1998 - September 1998
Banque Paribas 1995 - 1997
JP Morgan 1992 - 1995
Skills
Product Management, Equities, Strategy, Cross-functional Team..., Business Analysis, Investments, Product Development, Management, Securities, Emerging Markets, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Georgetown University 1988 — 1992
BS
Manulife Asset Management October 2010 - Present
Wellington Management August 2002 - 2009
Morgan Stanley September 1999 - July 2002
Goldman Sachs Asset Management June 1998 - September 1998
Banque Paribas 1995 - 1997
JP Morgan 1992 - 1995
Skills
Product Management, Equities, Strategy, Cross-functional Team..., Business Analysis, Investments, Product Development, Management, Securities, Emerging Markets, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Georgetown University 1988 — 1992
BS
Abigail Conner Abigail Conner's J.P. Morgan Experience August 2012 - August 2012
Job Education Assistant at Hanford Mills Museum, Inc. at East Meredith
Industry Museums and Institutions
Experience
Hanford Mills Museum, Inc. at East Meredith May 2015 - Present
Gettysburg College August 2014 - May 2015
Gettysburg College September 2011 - May 2015
The Harvey Milk Foundation March 2015 - March 2015
Parque de la Memoria - Monument to the Victims of State Terrorism in Argentina March 2014 - July 2014
Hanford Mills Museum, Inc. at East Meredith January 2014 - February 2014
Gettysburg College September 2012 - December 2013
Hanford Mills Museum, Inc. at East Meredith June 2013 - August 2013
JP Morgan August 2012 - August 2012
Skills
Microsoft Office, Prezi, Residence Life, Program Development, Leadership, dotCMS, PastPerfect, Community Outreach, Public Speaking, PowerPoint, Research, Event Planning, Social Media, Microsoft Excel
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), History, Spanish Minor
University of Buenos Aires 2014 — 2014
Hanford Mills Museum, Inc. at East Meredith May 2015 - Present
Gettysburg College August 2014 - May 2015
Gettysburg College September 2011 - May 2015
The Harvey Milk Foundation March 2015 - March 2015
Parque de la Memoria - Monument to the Victims of State Terrorism in Argentina March 2014 - July 2014
Hanford Mills Museum, Inc. at East Meredith January 2014 - February 2014
Gettysburg College September 2012 - December 2013
Hanford Mills Museum, Inc. at East Meredith June 2013 - August 2013
JP Morgan August 2012 - August 2012
Skills
Microsoft Office, Prezi, Residence Life, Program Development, Leadership, dotCMS, PastPerfect, Community Outreach, Public Speaking, PowerPoint, Research, Event Planning, Social Media, Microsoft Excel
Education
Gettysburg College 2011 — 2015
Bachelor of Arts (B.A.), History, Spanish Minor
University of Buenos Aires 2014 — 2014
Peter Appel Peter Appel's J.P. Morgan Experience January 2010 - October 2010
Job Recruiting at AQR Capital Management
Industry Staffing and Recruiting
Experience
AQR Capital Management April 2013 - Present
UBS October 2010 - April 2013
JP Morgan January 2010 - October 2010
Credit Suisse - AMS February 2007 - September 2009
InfoTech Solutions February 2004 - February 2007
Skills
numchucks, bo staff, Electronic Trading, Recruiting, Financial Risk, Technical Recruiting, Executive Search, Talent Acquisition, Financial Markets, Risk Management, Hedge Funds
Education
Gettysburg College 1999 — 2003
BA, Political Science
Trinity Pawling 1997 — 1999
AQR Capital Management April 2013 - Present
UBS October 2010 - April 2013
JP Morgan January 2010 - October 2010
Credit Suisse - AMS February 2007 - September 2009
InfoTech Solutions February 2004 - February 2007
Skills
numchucks, bo staff, Electronic Trading, Recruiting, Financial Risk, Technical Recruiting, Executive Search, Talent Acquisition, Financial Markets, Risk Management, Hedge Funds
Education
Gettysburg College 1999 — 2003
BA, Political Science
Trinity Pawling 1997 — 1999
John McKee John McKee's J.P. Morgan Experience 1998 - 1998
Job Managing Director PWP Growth Equity
Industry Venture Capital & Private Equity
Experience
Perella Weinberg Partners 2013 - Present
Weston Presidio 2011 - 2013
Weston Presidio 2005 - 2011
Greenbriar Equity Group 2001 - 2003
Compass Advisers 1998 - 2003
JP Morgan 1998 - 1998
Education
University of Chicago 2003 — 2005
MBA, Finance
Georgetown University 1994 — 1998
BSBA, Finance
LaSalle High School
Perella Weinberg Partners 2013 - Present
Weston Presidio 2011 - 2013
Weston Presidio 2005 - 2011
Greenbriar Equity Group 2001 - 2003
Compass Advisers 1998 - 2003
JP Morgan 1998 - 1998
Education
University of Chicago 2003 — 2005
MBA, Finance
Georgetown University 1994 — 1998
BSBA, Finance
LaSalle High School
Jerry Feeney Jerry Feeney's J.P. Morgan Experience June 1989 - August 1995
Job Principal Attorney, Jerry M. Feeney Attorney at Law
Industry Law Practice
Experience
Jerry M. Feeney Attorney at Law Ownere1031xchange2011 - Present
Ingram Yuzek Gainen Carroll & Bertolotti, LLP September 2001 - April 2003
Simpson Thacher & Bartlett LLP September 1998 - May 2001
US Securities and Exchange Commission September 1995 - September 1998
JP Morgan June 1989 - August 1995
Skills
Investment Properties, Real Estate, Selling, Finance, Time Management, Residential Homes, Real Estate Transactions, Marketing, Sales, Referrals, 1031 Exchanges, Legal Research, Short Sales, Property Law, Real Estate Development, First Time Home Buyers, Negotiation, Sellers
Education
Fordham University School of Law 1990 — 1995
J.D., Law
University at Albany, SUNY 1987 — 1989
B.A., Economics
Jerry M. Feeney Attorney at Law Ownere1031xchange2011 - Present
Ingram Yuzek Gainen Carroll & Bertolotti, LLP September 2001 - April 2003
Simpson Thacher & Bartlett LLP September 1998 - May 2001
US Securities and Exchange Commission September 1995 - September 1998
JP Morgan June 1989 - August 1995
Skills
Investment Properties, Real Estate, Selling, Finance, Time Management, Residential Homes, Real Estate Transactions, Marketing, Sales, Referrals, 1031 Exchanges, Legal Research, Short Sales, Property Law, Real Estate Development, First Time Home Buyers, Negotiation, Sellers
Education
Fordham University School of Law 1990 — 1995
J.D., Law
University at Albany, SUNY 1987 — 1989
B.A., Economics
Oliver Peng Oliver Peng's J.P. Morgan Experience May 2011 - June 2013
Job Associate at TPG Capital
Industry Investment Management
Experience
TPG Capital August 2013 - Present
J.P. Morgan May 2011 - June 2013
J.P Morgan June 2010 - August 2010
Bank of Communications August 2009 - December 2009
Accenture July 2009 - August 2009
Rice University August 2007 - May 2009
Southwest Research Institute July 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Equities, Corporate Finance, Financial Analysis, Private Equity, Capital Markets, Due Diligence, Valuation, Bloomberg, Hedge Funds, Capital IQ, DCF
Education
Rice University 2007 — 2011
B.A, Mathematical Economic Analysis, Statistics, and Managerial Studies
Fudan University 2009 — 2010
International business
TPG Capital August 2013 - Present
J.P. Morgan May 2011 - June 2013
J.P Morgan June 2010 - August 2010
Bank of Communications August 2009 - December 2009
Accenture July 2009 - August 2009
Rice University August 2007 - May 2009
Southwest Research Institute July 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Equities, Corporate Finance, Financial Analysis, Private Equity, Capital Markets, Due Diligence, Valuation, Bloomberg, Hedge Funds, Capital IQ, DCF
Education
Rice University 2007 — 2011
B.A, Mathematical Economic Analysis, Statistics, and Managerial Studies
Fudan University 2009 — 2010
International business
Peter Hlushko Peter Hlushko's J.P. Morgan Experience 1983 - 1999
Job SVP Head of Investment & Wealth Management Technology at Franklin Templeton Investments
Industry Information Technology and Services
Experience
Franklin Templeton Investments August 2014 - Present
K2 Advisors April 2011 - August 2014
Oak Tree Consulting Inc 2009 - 2011
Ivy Asset Management 2003 - 2009
Oak Tree Consulting Inc 2000 - 2003
Arthur Andersen 1999 - 2000
JP Morgan 1983 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fixed Income, Management, Asset Management, Derivatives, Capital Markets, Investment Banking, PMO, Portfolio Management, Business Analysis, Risk Management, CRM, Project Management, Financial Services, Software Development, Analysis, Leadership, Trading Systems, Equities, Trading, Investment Management, Private Equity, Asset Allocation, Due Diligence, Financial Markets, Securities, Bloomberg, Equity Trading, Financial Modeling
Education
Fordham University 1979 — 1983
Pace University - Lubin School of Business
MBA, Finance
Franklin Templeton Investments August 2014 - Present
K2 Advisors April 2011 - August 2014
Oak Tree Consulting Inc 2009 - 2011
Ivy Asset Management 2003 - 2009
Oak Tree Consulting Inc 2000 - 2003
Arthur Andersen 1999 - 2000
JP Morgan 1983 - 1999
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fixed Income, Management, Asset Management, Derivatives, Capital Markets, Investment Banking, PMO, Portfolio Management, Business Analysis, Risk Management, CRM, Project Management, Financial Services, Software Development, Analysis, Leadership, Trading Systems, Equities, Trading, Investment Management, Private Equity, Asset Allocation, Due Diligence, Financial Markets, Securities, Bloomberg, Equity Trading, Financial Modeling
Education
Fordham University 1979 — 1983
Pace University - Lubin School of Business
MBA, Finance
Wendy Sherwin Swire, MA, PCC Wendy Sherwin Swire, MA, PCC's J.P. Morgan Experience 1985 - 1988
Job Experienced Leadership Consultant|Executive Coach|Author|Speaker|Conflict Resolution Practitioner|Neuroleadership
Industry Professional Training & Coaching
Experience
Swire Solutions January 1993 - Present
Neuroleadership Institute 2009 - Present
Capital One 2001 - Present
Johns Hopkins University Carey Business School 2004 - 2013
US Department of Treasury 1991 - 1993
JP Morgan 1985 - 1988
Skills
Mediation, Dispute Resolution, Negotiation, Coaching, Training Skills, Conflict Resolution, Leadership Development, Team Building, Conflict Management, Executive Coaching, Public Speaking, Change Management, Training Delivery
Education
Georgetown University 2006 — 2006
Professional Certification, Leadership Coaching Program
Tufts University - The Fletcher School of Law and Diplomacy 1988 — 1990
MALD, International Affairs (Economis and Negotiation)
Mount Holyoke College 1981 — 1985
BA, International Relations and Economics
Evanston Township High School (Evanston, Illinois)
Swire Solutions January 1993 - Present
Neuroleadership Institute 2009 - Present
Capital One 2001 - Present
Johns Hopkins University Carey Business School 2004 - 2013
US Department of Treasury 1991 - 1993
JP Morgan 1985 - 1988
Skills
Mediation, Dispute Resolution, Negotiation, Coaching, Training Skills, Conflict Resolution, Leadership Development, Team Building, Conflict Management, Executive Coaching, Public Speaking, Change Management, Training Delivery
Education
Georgetown University 2006 — 2006
Professional Certification, Leadership Coaching Program
Tufts University - The Fletcher School of Law and Diplomacy 1988 — 1990
MALD, International Affairs (Economis and Negotiation)
Mount Holyoke College 1981 — 1985
BA, International Relations and Economics
Evanston Township High School (Evanston, Illinois)
Helen Finnigan's J.P. Morgan Experience 1985 - 1992
Job Retired
Industry Civic & Social Organization
Experience
Retired May 2015 - Present
ERG Solutions, LLC April 2013 - April 2015
AIG 2012 - 2013
The Royal Bank of Scotland (RBS) 2010 - 2012
RBS 2006 - 2009
CA Inc. 2005 - 2006
ERG Solutions, LLC 2002 - 2005
Citigroup 2001 - 2002
Helen M. Finnigan, Attorney-at-Law 1992 - 2001
JP Morgan 1985 - 1992
Skills
Performance Management, Employee Relations, Employee Engagement, Succession Planning, Talent Management, Organizational Design, Change Management, HR Policies, Human Resources, Personnel Management, HR Consulting, Management, Training, Employment Law, Culture Change, Outsourcing, HR Transformation, Deferred Compensation, Policy, Workforce Planning, Executive Coaching, Employee Benefits, Organizational..., HRIS, Organizational..., Restructuring, Talent Acquisition, Mergers & Acquisitions, Leadership Development, Onboarding, Management Development
Education
Fordham University
BA, Political Science
Fordham University School of Law
J.D.
Retired May 2015 - Present
ERG Solutions, LLC April 2013 - April 2015
AIG 2012 - 2013
The Royal Bank of Scotland (RBS) 2010 - 2012
RBS 2006 - 2009
CA Inc. 2005 - 2006
ERG Solutions, LLC 2002 - 2005
Citigroup 2001 - 2002
Helen M. Finnigan, Attorney-at-Law 1992 - 2001
JP Morgan 1985 - 1992
Skills
Performance Management, Employee Relations, Employee Engagement, Succession Planning, Talent Management, Organizational Design, Change Management, HR Policies, Human Resources, Personnel Management, HR Consulting, Management, Training, Employment Law, Culture Change, Outsourcing, HR Transformation, Deferred Compensation, Policy, Workforce Planning, Executive Coaching, Employee Benefits, Organizational..., HRIS, Organizational..., Restructuring, Talent Acquisition, Mergers & Acquisitions, Leadership Development, Onboarding, Management Development
Education
Fordham University
BA, Political Science
Fordham University School of Law
J.D.
Domenick Macri, Sr. MST Domenick Macri, Sr. MST's J.P. Morgan Experience August 2003 - July 2005
Job Wealth Advisor & Associate Director at BakerAvenue Asset Management
Industry Financial Services
Experience
BakerAvenue Asset Management December 2014 - Present
Bridgewater Associates May 2013 - October 2014
IBERIABANK September 2012 - May 2013
J.P. Morgan Private Bank July 2010 - September 2012
J.P. Morgan Trust Company of Delaware July 2005 - July 2010
JP Morgan August 2003 - July 2005
JP Morgan September 2000 - August 2003
TransUnion January 1999 - September 2000
Skills
Trusted Advisor, Integrity, Wealth Management..., Trusts, Trust Management, Trust Services, Estate Planning, Banking, Client Relationship..., Private Banking, Credit, High Net Worth..., Non-profit Development, Cross Selling, Tax, Fundraising, Loans, Management, Financial Risk, Risk Management, Strategic Financial..., Charitable Trusts, Non-profits, Business Development, Investments, CRM, Wealth Management, Investment Advisory, Risk, Securities, Personal Trust..., Wealth, Relationship Management, Finance, Credit Analysis, Financial Services, Change Management, Performance Management, Nonprofits, Strategy, Retirement Planning, Insurance, Estate Tax Planning, Financial Planners, Financial Advisory, Asset Allocation, Consumer Lending, New Business Development, Strategic Planning
Education
Villanova University School of Law 2008 — 2010
MST, Taxation
Villanova University School of Law 2008 — 2011
Estate Planning Certificate, Estate Planning
Goldey-Beacom College 2004 — 2006
MBA, Finance
La Salle University 1995 — 1999
BA, Communications
Penn Wood High School 1992 — 1995
BakerAvenue Asset Management December 2014 - Present
Bridgewater Associates May 2013 - October 2014
IBERIABANK September 2012 - May 2013
J.P. Morgan Private Bank July 2010 - September 2012
J.P. Morgan Trust Company of Delaware July 2005 - July 2010
JP Morgan August 2003 - July 2005
JP Morgan September 2000 - August 2003
TransUnion January 1999 - September 2000
Skills
Trusted Advisor, Integrity, Wealth Management..., Trusts, Trust Management, Trust Services, Estate Planning, Banking, Client Relationship..., Private Banking, Credit, High Net Worth..., Non-profit Development, Cross Selling, Tax, Fundraising, Loans, Management, Financial Risk, Risk Management, Strategic Financial..., Charitable Trusts, Non-profits, Business Development, Investments, CRM, Wealth Management, Investment Advisory, Risk, Securities, Personal Trust..., Wealth, Relationship Management, Finance, Credit Analysis, Financial Services, Change Management, Performance Management, Nonprofits, Strategy, Retirement Planning, Insurance, Estate Tax Planning, Financial Planners, Financial Advisory, Asset Allocation, Consumer Lending, New Business Development, Strategic Planning
Education
Villanova University School of Law 2008 — 2010
MST, Taxation
Villanova University School of Law 2008 — 2011
Estate Planning Certificate, Estate Planning
Goldey-Beacom College 2004 — 2006
MBA, Finance
La Salle University 1995 — 1999
BA, Communications
Penn Wood High School 1992 — 1995
CJ Wilson CJ Wilson's J.P. Morgan Experience 1984 - 1988
Job Independent M&A Advisor
Industry Financial Services
Experience
Florida Equity Partners 2007 - Present
Global Alliance Ltd. 1994 - 2006
Asahi Bank 1991 - 1994
Merrill Lynch 1988 - 1991
JP Morgan 1984 - 1988
Federal Reserve Board 1980 - 1983
Skills
Project Finance, Start-ups, Strategy, Mergers & Acquisitions, Venture Capital, Investments, Investment Banking, Finance, Management, Financial Services, Acquisitions, Private Equity, Fundraising, Negotiation, Due Diligence, Corporate Development
Education
Harvard Business School 1983 — 1985
MBA, General Management
Georgetown University - The McDonough School of Business 1982 — 1982
Accounting
University of Wisconsin-Madison 1976 — 1980
BA, Macro-Economics
City School
Florida Equity Partners 2007 - Present
Global Alliance Ltd. 1994 - 2006
Asahi Bank 1991 - 1994
Merrill Lynch 1988 - 1991
JP Morgan 1984 - 1988
Federal Reserve Board 1980 - 1983
Skills
Project Finance, Start-ups, Strategy, Mergers & Acquisitions, Venture Capital, Investments, Investment Banking, Finance, Management, Financial Services, Acquisitions, Private Equity, Fundraising, Negotiation, Due Diligence, Corporate Development
Education
Harvard Business School 1983 — 1985
MBA, General Management
Georgetown University - The McDonough School of Business 1982 — 1982
Accounting
University of Wisconsin-Madison 1976 — 1980
BA, Macro-Economics
City School
Merritt Quirk Merritt Quirk's J.P. Morgan Experience November 2006 - August 2008
Job Entrepreneur
Industry Music
Experience
Cronus Partners LLC August 2015 - Present
Verboten StageOne February 2015 - Present
Balearic Entertainment August 2012 - Present
IESE Business School September 2010 - May 2012
Cobone June 2011 - August 2011
The Sandlot Group September 2008 - August 2010
JP Morgan November 2006 - August 2008
Jane Street Capital February 2006 - October 2006
Skills
Entrepreneurship, Financial Modeling, Business Strategy, Strategy, Start-ups, Management, Valuation, Competitive Analysis, Business Development, Venture Capital, Project Management, Corporate Finance, Due Diligence, Financial Analysis, Music, Entertainment, Music Industry, Music Festivals, Leadership, Event Management, New Business Development, Marketing Strategy, Fundraising
Education
IESE Business School - University of Navarra 2010 — 2012
Master of Business Administration (MBA)
Georgetown University - The McDonough School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
The Loomis Chaffee School 1996 — 2000
High School
Cronus Partners LLC August 2015 - Present
Verboten StageOne February 2015 - Present
Balearic Entertainment August 2012 - Present
IESE Business School September 2010 - May 2012
Cobone June 2011 - August 2011
The Sandlot Group September 2008 - August 2010
JP Morgan November 2006 - August 2008
Jane Street Capital February 2006 - October 2006
Skills
Entrepreneurship, Financial Modeling, Business Strategy, Strategy, Start-ups, Management, Valuation, Competitive Analysis, Business Development, Venture Capital, Project Management, Corporate Finance, Due Diligence, Financial Analysis, Music, Entertainment, Music Industry, Music Festivals, Leadership, Event Management, New Business Development, Marketing Strategy, Fundraising
Education
IESE Business School - University of Navarra 2010 — 2012
Master of Business Administration (MBA)
Georgetown University - The McDonough School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
The Loomis Chaffee School 1996 — 2000
High School
Jerry Newman's J.P. Morgan Experience 1999 - 2001
Job
Industry Venture Capital & Private Equity
Experience
Cowen and Company 1989 - 2009
Bear Stearns February 2002 - November 2007
JP Morgan 1999 - 2001
Hambrecht & Quist 1984 - 1989
Merrill Lynch 1968 - 1983
Skills
Mergers & Acquisitions, Due Diligence, Venture Capital, Acquisitions, Private Equity, Entrepreneurship, Strategic Partnerships, Start-ups, Business Strategy, Corporate Development
Education
Golden Gate University 1976 — 1979
Master of Public Administration (M.P.A.), Public Administration
San Francisco State University 1966 — 1968
Cowen and Company 1989 - 2009
Bear Stearns February 2002 - November 2007
JP Morgan 1999 - 2001
Hambrecht & Quist 1984 - 1989
Merrill Lynch 1968 - 1983
Skills
Mergers & Acquisitions, Due Diligence, Venture Capital, Acquisitions, Private Equity, Entrepreneurship, Strategic Partnerships, Start-ups, Business Strategy, Corporate Development
Education
Golden Gate University 1976 — 1979
Master of Public Administration (M.P.A.), Public Administration
San Francisco State University 1966 — 1968
Jay Tramonte's J.P. Morgan Experience 2002 - 2004
Job Entrepreneur, Innovator, Strategic Planner, Marketer, Financier
Industry Venture Capital & Private Equity
Experience
Maven Brands, LLC - SAVíDA SANGRíA January 2008 - February 2015
Excelsior Imports, LLC - Água Luca 2004 - 2007
JP Morgan 2002 - 2004
Morgan Stanley 2000 - 2002
B2Bfast.com 2000 - 2000
Valuemetrics Inc 1999 - 1999
IBM January 1997 - December 1998
Skills
Start-ups, Strategy, Investments, Corporate Finance, Product Innovation, Marketing Strategy, Investment Banking, Marketing, Sales, Entrepreneurship, Wine, New Business Development, Food & Beverage, Business Strategy, Hedge Funds, Executive Management, Management, Business Planning
Education
Georgia Institute of Technology 1996 — 2000
Bachelor of Science (B.S.) in Management, Certificate in Finance, summa cum laude
St. Pius X Catholic High School
Maven Brands, LLC - SAVíDA SANGRíA January 2008 - February 2015
Excelsior Imports, LLC - Água Luca 2004 - 2007
JP Morgan 2002 - 2004
Morgan Stanley 2000 - 2002
B2Bfast.com 2000 - 2000
Valuemetrics Inc 1999 - 1999
IBM January 1997 - December 1998
Skills
Start-ups, Strategy, Investments, Corporate Finance, Product Innovation, Marketing Strategy, Investment Banking, Marketing, Sales, Entrepreneurship, Wine, New Business Development, Food & Beverage, Business Strategy, Hedge Funds, Executive Management, Management, Business Planning
Education
Georgia Institute of Technology 1996 — 2000
Bachelor of Science (B.S.) in Management, Certificate in Finance, summa cum laude
St. Pius X Catholic High School
Craige Bertero's J.P. Morgan Experience April 2009 - Present
Job
Industry Financial Services
Experience
JP Morgan April 2009 - Present
Skills
Private Equity, Hedge Funds
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
Georgetown University
JP Morgan April 2009 - Present
Skills
Private Equity, Hedge Funds
Education
University of California, Berkeley, Haas School of Business 1993 — 1995
Georgetown University
Ramesh Dhanaraj's J.P. Morgan Experience 1998 - 1999
Job Private Equity Finance Attorney at Sidley Austin LLP
Industry Investment Management
Experience
Sidley Austin LLP May 2014 - Present
Blank Rome LLP November 2012 - April 2014
UBS Investment Bank April 2012 - November 2012
United States Bankruptcy Court, Southern District of New York June 2010 - December 2010
The Equitium Group August 2006 - July 2008
Global Asset Capital, LLC / Viventures Partners SA February 2004 - May 2006
GESD Capital Partners June 2003 - January 2004
Robertson Stephens, Inc. July 2000 - June 2002
JP Morgan 1998 - 1999
Skills
Valuation, Mergers, Financial Modeling, Investments, Negotiation, Due Diligence, Corporate Finance, Private Equity, Restructuring, Business Planning, Mergers & Acquisitions, Portfolio Management, Investment Banking, Finance, Financial Services
Education
Fordham University School of Law 2009 — 2011
Juris Doctor
The University of Texas at Austin - The Red McCombs School of Business 1996 — 2000
Bachelor of Business Administration, Finance
Clear Lake High School 1992 — 1996
University of North Carolina School of Law
Sidley Austin LLP May 2014 - Present
Blank Rome LLP November 2012 - April 2014
UBS Investment Bank April 2012 - November 2012
United States Bankruptcy Court, Southern District of New York June 2010 - December 2010
The Equitium Group August 2006 - July 2008
Global Asset Capital, LLC / Viventures Partners SA February 2004 - May 2006
GESD Capital Partners June 2003 - January 2004
Robertson Stephens, Inc. July 2000 - June 2002
JP Morgan 1998 - 1999
Skills
Valuation, Mergers, Financial Modeling, Investments, Negotiation, Due Diligence, Corporate Finance, Private Equity, Restructuring, Business Planning, Mergers & Acquisitions, Portfolio Management, Investment Banking, Finance, Financial Services
Education
Fordham University School of Law 2009 — 2011
Juris Doctor
The University of Texas at Austin - The Red McCombs School of Business 1996 — 2000
Bachelor of Business Administration, Finance
Clear Lake High School 1992 — 1996
University of North Carolina School of Law
Sheila Chery's J.P. Morgan Experience HR AssistantForest Labs2000 - 2005
Job Recruiting at JP Morgan
Industry Financial Services
Experience
JP Morgan HR AssistantForest Labs2000 - 2005
Pharmacy Fund December 1997 - September 2000
Education
Fordham University 1996 — 2001
JP Morgan HR AssistantForest Labs2000 - 2005
Pharmacy Fund December 1997 - September 2000
Education
Fordham University 1996 — 2001
Teresa Colmenares's J.P. Morgan Experience September 2002 - July 2005
Job
Industry Education Management
Experience
Fordham University July 2007 - Present
Praesidan Capital May 2006 - July 2007
JP Morgan September 2002 - July 2005
JP Morgan March 2000 - August 2002
JP Morgan July 1998 - February 2000
EBC-Bushwick High School September 1995 - June 1998
Manhattan International High School September 1994 - June 1995
Edward Reynolds West Side HIgh School September 1988 - June 1994
Columbia University, Computer Center September 1984 - September 1987
Skills
Training, Technical Writing, Bloomberg, Outlook, PowerPoint, Microsoft Excel, Fixed Income, Financial Modeling, Data Analysis, Equity Research, Spanish, Management
Education
CUNY, Baruch College, Zicklin School of Business 2001 — 2005
MBA
Columbia University, Teachers College 1990 — 1992
MA
Fordham University 1978 — 1982
BA
CUNY, Baruch College, Continuing Studies
Certificate
Columbia University, School of General Studies, Continuing Education
Certifcate
Fordham University July 2007 - Present
Praesidan Capital May 2006 - July 2007
JP Morgan September 2002 - July 2005
JP Morgan March 2000 - August 2002
JP Morgan July 1998 - February 2000
EBC-Bushwick High School September 1995 - June 1998
Manhattan International High School September 1994 - June 1995
Edward Reynolds West Side HIgh School September 1988 - June 1994
Columbia University, Computer Center September 1984 - September 1987
Skills
Training, Technical Writing, Bloomberg, Outlook, PowerPoint, Microsoft Excel, Fixed Income, Financial Modeling, Data Analysis, Equity Research, Spanish, Management
Education
CUNY, Baruch College, Zicklin School of Business 2001 — 2005
MBA
Columbia University, Teachers College 1990 — 1992
MA
Fordham University 1978 — 1982
BA
CUNY, Baruch College, Continuing Studies
Certificate
Columbia University, School of General Studies, Continuing Education
Certifcate
Laurie Curiale's J.P. Morgan Experience October 2007 - Present
Job Vice President, JP Morgan
Industry Financial Services
Experience
JP Morgan October 2007 - Present
Ernst & Young January 2002 - September 2007
Education
Fordham University 2000 — 2002
JP Morgan October 2007 - Present
Ernst & Young January 2002 - September 2007
Education
Fordham University 2000 — 2002
Robert Lauer's J.P. Morgan Experience 1987 - 2007
Job Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital March 2007 - Present
JPMorgan 1987 - 2007
JPMorgan Chase 1987 - 2007
Chase Manhattan Bank 1987 - 2007
JP Morgan 1987 - 2007
Skills
Structured Products, Derivatives, Prime Brokerage, Securities Lending, Hedge Funds, Capital Markets, Investments, Investment Banking, Equities, Banking, Fixed Income, Middle Office, Trading, Equity Derivatives, Series 7, Alternative Investments, Portfolio Management, Financial Services, Trading Systems, Securities, Investment Management, Financial Markets, Asset Management, Bloomberg, Bonds, Private Equity, Electronic Trading
Education
Fordham University 1983 — 1987
BA
St. Anthony's HS 1980 — 1983
High School
Barclays Capital March 2007 - Present
JPMorgan 1987 - 2007
JPMorgan Chase 1987 - 2007
Chase Manhattan Bank 1987 - 2007
JP Morgan 1987 - 2007
Skills
Structured Products, Derivatives, Prime Brokerage, Securities Lending, Hedge Funds, Capital Markets, Investments, Investment Banking, Equities, Banking, Fixed Income, Middle Office, Trading, Equity Derivatives, Series 7, Alternative Investments, Portfolio Management, Financial Services, Trading Systems, Securities, Investment Management, Financial Markets, Asset Management, Bloomberg, Bonds, Private Equity, Electronic Trading
Education
Fordham University 1983 — 1987
BA
St. Anthony's HS 1980 — 1983
High School
Charles Francis's J.P. Morgan Experience July 2010 - May 2011
Job Enterprise Sales Dynamics CRM at Microsoft
Industry Computer Software
Experience
Microsoft October 2014 - Present
salesforce.com June 2012 - September 2014
Pollenware April 2011 - May 2012
JP Morgan July 2010 - May 2011
American Express June 2003 - July 2010
MarketTools 1999 - 2001
Skills
Working Capital..., Payments, Financial Analysis, Business Strategy, Enterprise Software, Sales Management, Sales Operations, New Business Development, Presentations, Solution Selling, Salesforce.com, Credit Cards, Cloud Computing, SaaS, Management, Account Management, Leadership, Sales, Strategic Planning, CRM, Business Development, Strategy, Training, B2B, Lead Generation, Sales Process, Start-ups, Strategic Partnerships, Direct Sales, Professional Services, Program Management
Education
Golden Gate University 2008 — 2009
MBA, MBA
University of California, San Diego 1985 — 1990
BA, Economics
Microsoft October 2014 - Present
salesforce.com June 2012 - September 2014
Pollenware April 2011 - May 2012
JP Morgan July 2010 - May 2011
American Express June 2003 - July 2010
MarketTools 1999 - 2001
Skills
Working Capital..., Payments, Financial Analysis, Business Strategy, Enterprise Software, Sales Management, Sales Operations, New Business Development, Presentations, Solution Selling, Salesforce.com, Credit Cards, Cloud Computing, SaaS, Management, Account Management, Leadership, Sales, Strategic Planning, CRM, Business Development, Strategy, Training, B2B, Lead Generation, Sales Process, Start-ups, Strategic Partnerships, Direct Sales, Professional Services, Program Management
Education
Golden Gate University 2008 — 2009
MBA, MBA
University of California, San Diego 1985 — 1990
BA, Economics
Corrine Schoeb's J.P. Morgan Experience May 1997 - April 2005
Job Web Content Developer at Swarthmore College
Industry Internet
Experience
Swarthmore College May 2011 - Present
C Schoeb Web Design March 2009 - Present
CoOpTek June 2007 - May 2009
Self-Employed web consultant November 2005 - December 2006
JP Morgan May 1997 - April 2005
Education
Goddard College
don't recall
don't recall
Swarthmore College May 2011 - Present
C Schoeb Web Design March 2009 - Present
CoOpTek June 2007 - May 2009
Self-Employed web consultant November 2005 - December 2006
JP Morgan May 1997 - April 2005
Education
Goddard College
don't recall
don't recall
Craig Parker's J.P. Morgan Experience June 1993 - June 1997
Job Senior Vice President Corporate Development at Jazz Pharmaceuticals
Industry Biotechnology
Experience
Jazz Pharmaceuticals August 2014 - Present
University of Michigan Life Sciences Institute 2005 - Present
Geron Corporation December 2012 - July 2014
Human Genome Sciences August 2011 - November 2012
Vega Therapeutics, Inc. 2009 - August 2011
Proteolix, Inc February 2009 - January 2010
Lehman Brothers June 2002 - May 2007
Immunex December 1999 - June 2001
JP Morgan June 1993 - June 1997
Skills
Biotechnology, Pharmaceutical Industry, Corporate Development, Lifesciences, Clinical Development, Oncology, Venture Capital, Due Diligence, Drug Discovery, Clinical Trials, Start-ups, Mergers & Acquisitions, Biopharmaceuticals, Commercialization, Regulatory Affairs, Strategy, Technology Transfer, Medical Devices, Drug Development, Business Development, FDA
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
The University of Chicago 1980 — 1985
AB, Biology
Georgetown University School of Medicine
Medicine/Cell Biology
Jazz Pharmaceuticals August 2014 - Present
University of Michigan Life Sciences Institute 2005 - Present
Geron Corporation December 2012 - July 2014
Human Genome Sciences August 2011 - November 2012
Vega Therapeutics, Inc. 2009 - August 2011
Proteolix, Inc February 2009 - January 2010
Lehman Brothers June 2002 - May 2007
Immunex December 1999 - June 2001
JP Morgan June 1993 - June 1997
Skills
Biotechnology, Pharmaceutical Industry, Corporate Development, Lifesciences, Clinical Development, Oncology, Venture Capital, Due Diligence, Drug Discovery, Clinical Trials, Start-ups, Mergers & Acquisitions, Biopharmaceuticals, Commercialization, Regulatory Affairs, Strategy, Technology Transfer, Medical Devices, Drug Development, Business Development, FDA
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
MBA
The University of Chicago 1980 — 1985
AB, Biology
Georgetown University School of Medicine
Medicine/Cell Biology
David King's J.P. Morgan Experience May 1999 - October 2000
Job Owner, King Jewelers
Industry Retail
Experience
Haute Vault January 2012 - Present
Rock Royalty 1/1 Custom Guitars October 2010 - Present
King Jewelers September 2001 - Present
JP Morgan May 1999 - October 2000
Skills
Public Relations, Advertising, Jewelry, Marketing Strategy, Social Media, Social Media Marketing, Entrepreneurship, New Business Development, Marketing, Sales Management, Strategic Planning, Online Advertising, Watches, Brand Development, Event Management, Fashion, Sales, E-commerce, Retail, Marketing Communications, Event Planning, Merchandising, Diamonds, Brand Management, Email Marketing, Small Business, Product Marketing, Trade Shows, Luxury Goods, Online Marketing, Social Networking, B2B
Education
Gemological Institute of America-New York 2002 — 2002
Graduate Gemologist, Diamonds
University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Chemistry; English Literature
Haute Vault January 2012 - Present
Rock Royalty 1/1 Custom Guitars October 2010 - Present
King Jewelers September 2001 - Present
JP Morgan May 1999 - October 2000
Skills
Public Relations, Advertising, Jewelry, Marketing Strategy, Social Media, Social Media Marketing, Entrepreneurship, New Business Development, Marketing, Sales Management, Strategic Planning, Online Advertising, Watches, Brand Development, Event Management, Fashion, Sales, E-commerce, Retail, Marketing Communications, Event Planning, Merchandising, Diamonds, Brand Management, Email Marketing, Small Business, Product Marketing, Trade Shows, Luxury Goods, Online Marketing, Social Networking, B2B
Education
Gemological Institute of America-New York 2002 — 2002
Graduate Gemologist, Diamonds
University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Chemistry; English Literature
Stanley Benner's J.P. Morgan Experience 1994 - 1996
Job Owner 3 Fires Consulting, LLC
Industry Information Technology and Services
Experience
3 Fires Consulting, LLC January 2006 - Present
JP Morgan 1994 - 1996
Skills
Internet Recruiting, Team Building, Technical Recruiting, Business Analysis
Education
Fordham University
Economics
3 Fires Consulting, LLC January 2006 - Present
JP Morgan 1994 - 1996
Skills
Internet Recruiting, Team Building, Technical Recruiting, Business Analysis
Education
Fordham University
Economics
Brian Kantarian's J.P. Morgan Experience July 2010 - Present
Job at JP Morgan
Industry Financial Services
Experience
JP Morgan July 2010 - Present
NYU Stern School of Business August 2008 - December 2010
American Express May 2009 - August 2009
Cohen and Steers September 2008 - December 2008
Velocity Sports and Entertainment May 2005 - August 2008
Skills
Mergers, Mergers, Finance, Marketing
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Georgetown University 2001 — 2005
JP Morgan July 2010 - Present
NYU Stern School of Business August 2008 - December 2010
American Express May 2009 - August 2009
Cohen and Steers September 2008 - December 2008
Velocity Sports and Entertainment May 2005 - August 2008
Skills
Mergers, Mergers, Finance, Marketing
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Georgetown University 2001 — 2005
Jose R Quintana's J.P. Morgan Experience 1987 - 1993
Job ConvergEx Group
Industry Financial Services
Experience
ConvergEx January 2008 - Present
Nasdaq Stock Market 1997 - 2004
IMS Business Systems 1993 - 1997
JP Morgan 1987 - 1993
Skills
Trading Systems, Electronic Trading, Market Data, Hedge Funds, Equities, Capital Markets, Trading, Options, Equity Trading, Strategy, Financial Markets, Fixed Income, Securities
Education
Fordham University 1982 — 1986
ConvergEx January 2008 - Present
Nasdaq Stock Market 1997 - 2004
IMS Business Systems 1993 - 1997
JP Morgan 1987 - 1993
Skills
Trading Systems, Electronic Trading, Market Data, Hedge Funds, Equities, Capital Markets, Trading, Options, Equity Trading, Strategy, Financial Markets, Fixed Income, Securities
Education
Fordham University 1982 — 1986
Laura Sage's J.P. Morgan Experience 1997 - 2000
Job Director at Castle Creek Arbitrage
Industry Financial Services
Experience
Castle Creek Arbitrage 2006 - Present
Lynn Sage Foundation 2006 - Present
PEAK6 Investments, LP 2003 - 2004
CIBC Oppenheimer 2001 - 2003
Credit Suisse First Boston 2000 - 2001
JP Morgan 1997 - 2000
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Investments, Derivatives, Asset Managment, Portfolio Management, Trading, Options, Capital Markets, Securities, Bloomberg, Series 7, Financial Markets, Private Equity, Investment Strategies, Valuation, Fundraising, Equity Derivatives, Due Diligence, Asset Management, Investment Management, Asset Allocation, Wealth Management, Mutual Funds, Structured Products, ETFs, Hedging, Electronic Trading, Trading Strategies, Commodity, Bonds, Venture Capital, Emerging Markets, Equity Research, Fund Of Funds, Proprietary Trading, Trading Systems
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance and Marketing
University of Arizona 1988 — 1992
BS, Economics
Francis W. Parker School 1984 — 1988
High School
Castle Creek Arbitrage 2006 - Present
Lynn Sage Foundation 2006 - Present
PEAK6 Investments, LP 2003 - 2004
CIBC Oppenheimer 2001 - 2003
Credit Suisse First Boston 2000 - 2001
JP Morgan 1997 - 2000
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Investments, Derivatives, Asset Managment, Portfolio Management, Trading, Options, Capital Markets, Securities, Bloomberg, Series 7, Financial Markets, Private Equity, Investment Strategies, Valuation, Fundraising, Equity Derivatives, Due Diligence, Asset Management, Investment Management, Asset Allocation, Wealth Management, Mutual Funds, Structured Products, ETFs, Hedging, Electronic Trading, Trading Strategies, Commodity, Bonds, Venture Capital, Emerging Markets, Equity Research, Fund Of Funds, Proprietary Trading, Trading Systems
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance and Marketing
University of Arizona 1988 — 1992
BS, Economics
Francis W. Parker School 1984 — 1988
High School
Brian OMalley's J.P. Morgan Experience 1990 - 2002
Job svp at nasdaq
Industry Financial Services
Experience
nasdaq March 2002 - Present
First USA Bank 2000 - 2002
First USA 1999 - 2002
JP Morgan 1990 - 2002
JP Morgan Chase 1990 - 2000
GAO 1978 - 1986
Skills
Capital Markets, Investor Relations, Financial Services, Financial Risk, Risk Management, Disaster Recovery, Vendor Management, Enterprise Risk..., Business Process..., IT Audit, Operational Risk..., Governance, Operational Risk, AML, Business Continuity, Sarbanes-Oxley Act, Securities, Information Security
Education
George Mason University 1982 — 1985
Masters, MIS
Saint Vincent College 1974 — 1978
Accounting
University of Pennsylvania - The Wharton School
Executive Information Systems Program, MIS
nasdaq March 2002 - Present
First USA Bank 2000 - 2002
First USA 1999 - 2002
JP Morgan 1990 - 2002
JP Morgan Chase 1990 - 2000
GAO 1978 - 1986
Skills
Capital Markets, Investor Relations, Financial Services, Financial Risk, Risk Management, Disaster Recovery, Vendor Management, Enterprise Risk..., Business Process..., IT Audit, Operational Risk..., Governance, Operational Risk, AML, Business Continuity, Sarbanes-Oxley Act, Securities, Information Security
Education
George Mason University 1982 — 1985
Masters, MIS
Saint Vincent College 1974 — 1978
Accounting
University of Pennsylvania - The Wharton School
Executive Information Systems Program, MIS
Karlien De Clercq's J.P. Morgan Experience 1986 - 2004
Job Global Loan and Credit Portfolio Operations at Deutsche Bank
Industry Banking
Experience
Deutsche Bank April 2014 - Present
Deutsche Bank 2004 - Present
JP Morgan 1986 - 2004
Skills
OTC Derivatives..., Cleared OTC Margin..., exchange traded..., Repo and TBA Collateral..., Strategic Operations..., Strategic architectural..., Strategic Operation..., Derivatives..., Derivatives Settlement, Operations Control, Operational Risk..., Collateral Optimization, Derivatives, Fixed Income, Capital Markets, Investment Banking, Credit Derivatives, Hedge Funds, Middle Office, FX Options, Swaps, Financial Risk, Equities, Settlement, Equity Derivatives, Interest Rate..., Market Risk, Collateral Management, Structured Products, Back Office, Prime Brokerage, Securities, Financial Markets, Trading, Product Control, Structured Finance
Education
INSEAD 2010 — 2010
Executive Management for Senior Women Business Leaders
Ghent University 1981 — 1985
bachelor, economics
Deutsche Bank April 2014 - Present
Deutsche Bank 2004 - Present
JP Morgan 1986 - 2004
Skills
OTC Derivatives..., Cleared OTC Margin..., exchange traded..., Repo and TBA Collateral..., Strategic Operations..., Strategic architectural..., Strategic Operation..., Derivatives..., Derivatives Settlement, Operations Control, Operational Risk..., Collateral Optimization, Derivatives, Fixed Income, Capital Markets, Investment Banking, Credit Derivatives, Hedge Funds, Middle Office, FX Options, Swaps, Financial Risk, Equities, Settlement, Equity Derivatives, Interest Rate..., Market Risk, Collateral Management, Structured Products, Back Office, Prime Brokerage, Securities, Financial Markets, Trading, Product Control, Structured Finance
Education
INSEAD 2010 — 2010
Executive Management for Senior Women Business Leaders
Ghent University 1981 — 1985
bachelor, economics
Joseph Kleeman's J.P. Morgan Experience June 2008 - September 2011
Job Associate at OrbiMed Advisors, LLC
Industry Financial Services
Experience
OrbiMed Advisors September 2011 - Present
JP Morgan June 2008 - September 2011
Bear, Stearns & Co. Inc. May 2007 - June 2008
Skills
Prime Brokerage, Hedge Funds, Bloomberg, Equities, Capital Markets, Asset Management, Alternative Investments
Education
Fordham University
B.S., Finance
OrbiMed Advisors September 2011 - Present
JP Morgan June 2008 - September 2011
Bear, Stearns & Co. Inc. May 2007 - June 2008
Skills
Prime Brokerage, Hedge Funds, Bloomberg, Equities, Capital Markets, Asset Management, Alternative Investments
Education
Fordham University
B.S., Finance
Lisa Sarris's J.P. Morgan Experience 2000 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Vinny LaPietra's J.P. Morgan Experience 1994 - 1997
Job Vice President at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management June 2013 - Present
5:15 Capital Management July 2009 - April 2013
RBS Greenwich Capital February 1997 - June 2009
JP Morgan 1994 - 1997
Skills
Trading Systems, Fixed Income, Electronic Trading, Unix, Sybase, .NET, C#, MBS, Credit Derivatives, C++, WCF, Python, Front Office, Spring, ActiveMQ, User Interface Design, WPF, JavaScript, AngularJS, Bootstrap, Web Development
Education
Fordham University 1990 — 1994
BS, Computer Science
AQR Capital Management June 2013 - Present
5:15 Capital Management July 2009 - April 2013
RBS Greenwich Capital February 1997 - June 2009
JP Morgan 1994 - 1997
Skills
Trading Systems, Fixed Income, Electronic Trading, Unix, Sybase, .NET, C#, MBS, Credit Derivatives, C++, WCF, Python, Front Office, Spring, ActiveMQ, User Interface Design, WPF, JavaScript, AngularJS, Bootstrap, Web Development
Education
Fordham University 1990 — 1994
BS, Computer Science
Palden Namgyal's J.P. Morgan Experience March 1987 - March 2003
Job Atlas Advisors
Industry Investment Banking
Experience
Atlas Advisors September 2003 - Present
JP Morgan March 1987 - March 2003
Skills
Hedge Funds, Private Equity, Corporate Finance, Valuation, Financial Modeling, Mergers & Acquisitions, Strategic Partnerships, Equities, Capital Markets, Investment Banking, Emerging Markets, LBO, Investments, Start-ups, Venture Capital, Mergers, Financial Structuring
Education
Georgetown University 1983 — 1986
BA, History
Atlas Advisors September 2003 - Present
JP Morgan March 1987 - March 2003
Skills
Hedge Funds, Private Equity, Corporate Finance, Valuation, Financial Modeling, Mergers & Acquisitions, Strategic Partnerships, Equities, Capital Markets, Investment Banking, Emerging Markets, LBO, Investments, Start-ups, Venture Capital, Mergers, Financial Structuring
Education
Georgetown University 1983 — 1986
BA, History
Prentice, Josh's J.P. Morgan Experience July 2012 - August 2014
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
JP Morgan Asset Management September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan April 2007 - June 2012
BrightStream Asset Management January 2005 - December 2006
Bear Stearns August 2002 - January 2005
Christies 1994 - 1998
Skills
Alternative Investments, Investments, Asset Management, Equities, Hedge Funds, Capital Markets, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA
Georgetown University 1990 — 1994
BA
The Taft School 1986 — 1990
HS
JP Morgan Asset Management September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan April 2007 - June 2012
BrightStream Asset Management January 2005 - December 2006
Bear Stearns August 2002 - January 2005
Christies 1994 - 1998
Skills
Alternative Investments, Investments, Asset Management, Equities, Hedge Funds, Capital Markets, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA
Georgetown University 1990 — 1994
BA
The Taft School 1986 — 1990
HS
Lara Cassell's J.P. Morgan Experience July 2012 - Present
Job Vice President, Editorial Development & New Media, Corporate & Investment Bank at J.P. Morgan
Industry Public Relations and Communications
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan November 2011 - July 2012
JP Morgan July 2010 - April 2012
The White House Project August 2007 - December 2009
Santa Barbara Channelkeeper December 2006 - July 2007
The Next Generation February 2006 - December 2006
NARAL Pro-Choice America August 2004 - August 2005
Rutgers University September 2004 - June 2005
Democratic National Committee April 2004 - November 2004
Skills
Strategic Communications, Community Outreach, Blogging, Internal Communications, Copy Editing, Speech Writing, Public Relations, Media Relations, Fundraising, Press Releases, Non-profits, Event Planning, Social Media, Editing, Public Speaking, Management, Crisis Communications, Strategic Planning
Education
Rutgers University-New Brunswick 2003 — 2005
MA, Gender & Politics
Stony Brook University 1998 — 2002
BA, Gender & Politics; Studio Art
Fordham University
Fordham University
J.P. Morgan July 2012 - Present
J.P. Morgan November 2011 - July 2012
JP Morgan July 2010 - April 2012
The White House Project August 2007 - December 2009
Santa Barbara Channelkeeper December 2006 - July 2007
The Next Generation February 2006 - December 2006
NARAL Pro-Choice America August 2004 - August 2005
Rutgers University September 2004 - June 2005
Democratic National Committee April 2004 - November 2004
Skills
Strategic Communications, Community Outreach, Blogging, Internal Communications, Copy Editing, Speech Writing, Public Relations, Media Relations, Fundraising, Press Releases, Non-profits, Event Planning, Social Media, Editing, Public Speaking, Management, Crisis Communications, Strategic Planning
Education
Rutgers University-New Brunswick 2003 — 2005
MA, Gender & Politics
Stony Brook University 1998 — 2002
BA, Gender & Politics; Studio Art
Fordham University
Fordham University
Mary Singleton's J.P. Morgan Experience December 1996 - November 2000
Job Owner, Dynamic Insight Consulting, LLC
Industry Human Resources
Experience
Dynamic Insight Consulting, LLC 2008 - Present
Julius Baer November 2000 - October 2003
JP Morgan December 1996 - November 2000
Sterling Resources 1994 - 1996
Skills
Executive Coaching, Organizational..., Human Resources, Training, Business Strategy, Personnel Management, Leadership Development, Career Counseling, Talent Management, Consulting, Change Management, Workshop Facilitation, Performance Management
Education
Fordham University 1996 — 1998
MS, Human Resources Ed/Organizational Behavior
Dynamic Insight Consulting, LLC 2008 - Present
Julius Baer November 2000 - October 2003
JP Morgan December 1996 - November 2000
Sterling Resources 1994 - 1996
Skills
Executive Coaching, Organizational..., Human Resources, Training, Business Strategy, Personnel Management, Leadership Development, Career Counseling, Talent Management, Consulting, Change Management, Workshop Facilitation, Performance Management
Education
Fordham University 1996 — 1998
MS, Human Resources Ed/Organizational Behavior
Maryrose Heverling-Dougherty's J.P. Morgan Experience June 2002 - August 2004
Job Senior Management Risk Professional
Industry Insurance
Experience
Radian May 2008 - September 2011
Radian Guaranty Inc 2008 - September 2011
Radian May 2005 - December 2007
Chase Manhattan Corporation August 2004 - May 2005
JP Morgan June 2002 - August 2004
J.P. Morgan Securities Inc. 2002 - 2004
JP Morgan Chase 2000 - 2002
Skills
Financial Modeling, Securitization, Financial Analysis, Valuation, Credit, Bloomberg, Risk Management, Structured Finance, ABS, Capital Markets, Fixed Income, Banking, Finance, Mergers, Financial Reporting, Financial Risk, Financial Services, Investment Banking, Leadership
Education
Villanova University 2004 — 2006
MBA, Finance
Cardinal O'Hara
Academics.
Fordham University
Bachelor of Science, Finance and Accounting
Upper Darby High School
Academics
Radian May 2008 - September 2011
Radian Guaranty Inc 2008 - September 2011
Radian May 2005 - December 2007
Chase Manhattan Corporation August 2004 - May 2005
JP Morgan June 2002 - August 2004
J.P. Morgan Securities Inc. 2002 - 2004
JP Morgan Chase 2000 - 2002
Skills
Financial Modeling, Securitization, Financial Analysis, Valuation, Credit, Bloomberg, Risk Management, Structured Finance, ABS, Capital Markets, Fixed Income, Banking, Finance, Mergers, Financial Reporting, Financial Risk, Financial Services, Investment Banking, Leadership
Education
Villanova University 2004 — 2006
MBA, Finance
Cardinal O'Hara
Academics.
Fordham University
Bachelor of Science, Finance and Accounting
Upper Darby High School
Academics
Vinish Abraham's J.P. Morgan Experience May 2013 - March 2014
Job Quality Assurance Test Engineer at Parkland Hospital
Industry Information Technology and Services
Experience
Parkland Hospital March 2014 - Present
J.P. Morgan May 2013 - March 2014
Gemalto January 2012 - April 2013
JP Morgan January 2010 - September 2011
Vanguard Marketing and Investments June 2008 - July 2010
Skills
Software Quality..., QA Automation, Test Management, Testing, Manual Testing, SQL, Defect Tracking, Mobile Testing, Regression Testing, Black Box Testing, White Box Testing, JavaScript, jQuery, Agile & Waterfall..., AngularJS, Node.js, Android SDK, JIRA, Performance Testing, Quality Assurance, Web Services, XML, REST, SoapUI, Selenium WebDriver, HP QTP, HP Quality Center, Java, Python, Perl, Unix Shell Scripting, Ruby on Rails, Mobile Payments, Operating Systems, Windows, Unix, RedHat, Windows Server, Databases, Linux, HTML, CSS, Telecommunications, Nagios, Virtualization, System Monitoring, Version Control - Git,..., SharePoint, Integration Testing, Project Management
Education
Free Code Camp 2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering
Udacity 2015 — 2016
Nanodegree - Android Developer, Computer Software Engineering
The University of Texas at Arlington 2006 — 2010
MIS, Computer Science, Business, Information Systems
Parkland Hospital March 2014 - Present
J.P. Morgan May 2013 - March 2014
Gemalto January 2012 - April 2013
JP Morgan January 2010 - September 2011
Vanguard Marketing and Investments June 2008 - July 2010
Skills
Software Quality..., QA Automation, Test Management, Testing, Manual Testing, SQL, Defect Tracking, Mobile Testing, Regression Testing, Black Box Testing, White Box Testing, JavaScript, jQuery, Agile & Waterfall..., AngularJS, Node.js, Android SDK, JIRA, Performance Testing, Quality Assurance, Web Services, XML, REST, SoapUI, Selenium WebDriver, HP QTP, HP Quality Center, Java, Python, Perl, Unix Shell Scripting, Ruby on Rails, Mobile Payments, Operating Systems, Windows, Unix, RedHat, Windows Server, Databases, Linux, HTML, CSS, Telecommunications, Nagios, Virtualization, System Monitoring, Version Control - Git,..., SharePoint, Integration Testing, Project Management
Education
Free Code Camp 2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering
Udacity 2015 — 2016
Nanodegree - Android Developer, Computer Software Engineering
The University of Texas at Arlington 2006 — 2010
MIS, Computer Science, Business, Information Systems
Monica DiCenso's J.P. Morgan Experience July 2012 - February 2014
Job Head of U.S. Equity Strategy, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan July 2012 - February 2014
JP Morgan June 2008 - July 2012
Bear Stearns 2005 - May 2008
Merrill Lynch 2005 - 2005
PricewaterhouseCoopers September 2001 - September 2004
Skills
Financial Analysis, Equity Research, Equity Valuation, Stock Picking, Private Banking
Education
Georgetown University 1997 — 2001
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan July 2012 - February 2014
JP Morgan June 2008 - July 2012
Bear Stearns 2005 - May 2008
Merrill Lynch 2005 - 2005
PricewaterhouseCoopers September 2001 - September 2004
Skills
Financial Analysis, Equity Research, Equity Valuation, Stock Picking, Private Banking
Education
Georgetown University 1997 — 2001
Huaping Shen's J.P. Morgan Experience April 2011 - Present
Job Vice President at JP Morgan
Industry Investment Banking
Experience
JP Morgan April 2011 - Present
Barclays Capital June 2010 - April 2011
Ask.com/ IAC Search and Media February 2008 - July 2010
Ask.com August 2005 - February 2008
Education
The University of Texas at Arlington 2001 — 2005
Ph.D, Computer Science and Engineering
Fudan University 1998 — 2001
Master, Computer Science
Fudan University 1994 — 1998
B.S., Computer Science
JP Morgan April 2011 - Present
Barclays Capital June 2010 - April 2011
Ask.com/ IAC Search and Media February 2008 - July 2010
Ask.com August 2005 - February 2008
Education
The University of Texas at Arlington 2001 — 2005
Ph.D, Computer Science and Engineering
Fudan University 1998 — 2001
Master, Computer Science
Fudan University 1994 — 1998
B.S., Computer Science
Joe Ottomanelli's J.P. Morgan Experience TraderBear Stearns1996 - 2005
Job trader at JP Morgan
Industry Financial Services
Micki O'Neil's J.P. Morgan Experience October 1999 - July 2001
Job Founder and Executive Director at Foundations College Preparatory School
Industry Education Management
Experience
Foundations College Preparatory School October 2011 - Present
New Schools For Chicago October 2008 - October 2011
Obama for America August 2008 - October 2008
Teach For America April 2007 - June 2008
Bain & Company 2006 - 2006
Aspire Public School 2005 - 2005
New York City Public Schools June 2002 - September 2004
Coprodeli October 2001 - June 2002
JP Morgan October 1999 - July 2001
Education
The University of Chicago 2004 — 2007
MPP/MBA
The University of Chicago Booth School of Business 2004 — 2007
MBA/MPP, Economics, Education, Entrepreneuship
Georgetown University 1995 — 1999
BA, American Studies
Foundations College Preparatory School October 2011 - Present
New Schools For Chicago October 2008 - October 2011
Obama for America August 2008 - October 2008
Teach For America April 2007 - June 2008
Bain & Company 2006 - 2006
Aspire Public School 2005 - 2005
New York City Public Schools June 2002 - September 2004
Coprodeli October 2001 - June 2002
JP Morgan October 1999 - July 2001
Education
The University of Chicago 2004 — 2007
MPP/MBA
The University of Chicago Booth School of Business 2004 — 2007
MBA/MPP, Economics, Education, Entrepreneuship
Georgetown University 1995 — 1999
BA, American Studies
Matt Schur's J.P. Morgan Experience 2002 - Present
Job Vice President at JPMorganChase
Industry Financial Services
Experience
JP Morgan Chase 2008 - Present
JPMorgan Treasury & Securities Services 2007 - Present
JPMorgan Treasury & Securities Services 2007 - Present
JPMorgan Chase August 2002 - Present
JP Morgan 2002 - Present
Education
Fordham University 1970 — 1972
JP Morgan Chase 2008 - Present
JPMorgan Treasury & Securities Services 2007 - Present
JPMorgan Treasury & Securities Services 2007 - Present
JPMorgan Chase August 2002 - Present
JP Morgan 2002 - Present
Education
Fordham University 1970 — 1972
Jeanie Kim's J.P. Morgan Experience May 2013 - Present
Job VP Data Sourcing & Product Lead for LRI at JP Morgan
Industry Financial Services
Experience
JP Morgan May 2013 - Present
JP Morgan 2008 - May 2013
Bear Stearns 2006 - 2008
Bear Stearns 2002 - 2006
Bear Stearns 1999 - 2002
Bear Stearns 1997 - 1999
Education
Fordham University
BA, MIS
JP Morgan May 2013 - Present
JP Morgan 2008 - May 2013
Bear Stearns 2006 - 2008
Bear Stearns 2002 - 2006
Bear Stearns 1999 - 2002
Bear Stearns 1997 - 1999
Education
Fordham University
BA, MIS
Bradley Rolfes's J.P. Morgan Experience June 2009 - August 2009
Job Vice President Healthcare M&A at Lazard
Industry Investment Banking
Experience
Lazard March 2014 - Present
Lazard May 2013 - March 2014
Morgan Stanley August 2010 - April 2013
JP Morgan June 2009 - August 2009
Bain & Company September 2007 - July 2008
Bain & Company August 2005 - August 2007
Education
Harvard Business School 2008 — 2010
MBA
Georgetown University 2001 — 2005
BSBA
London School of Economics and Political Science 2003 — 2004
General Course
Lazard March 2014 - Present
Lazard May 2013 - March 2014
Morgan Stanley August 2010 - April 2013
JP Morgan June 2009 - August 2009
Bain & Company September 2007 - July 2008
Bain & Company August 2005 - August 2007
Education
Harvard Business School 2008 — 2010
MBA
Georgetown University 2001 — 2005
BSBA
London School of Economics and Political Science 2003 — 2004
General Course
Terry Begley's J.P. Morgan Experience June 1986 - May 1998
Job CEO Corporate Banking
Industry Banking
Experience
PNC Financial Services Group September 2003 - Present
Wachovia Securities, LLC June 1998 - June 2003
JP Morgan June 1986 - May 1998
Education
Fordham University 1982 — 1986
BS, Finance & Economics
PNC Financial Services Group September 2003 - Present
Wachovia Securities, LLC June 1998 - June 2003
JP Morgan June 1986 - May 1998
Education
Fordham University 1982 — 1986
BS, Finance & Economics
Taylor Yu Zhong's J.P. Morgan Experience 2004 - 2009
Job at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities 2009 - Present
JP Morgan 2004 - 2009
Credit Suisse First Boston 2001 - 2004
Education
Fudan University
B.S., Physics
Nomura Securities 2009 - Present
JP Morgan 2004 - 2009
Credit Suisse First Boston 2001 - 2004
Education
Fudan University
B.S., Physics
Eric Pratt's J.P. Morgan Experience 2006 - November 2010
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2010 - Present
JP Morgan 2006 - November 2010
JPMorgan Chase 2004 - 2006
Procter & Gamble June 1999 - August 2002
Skills
Investment Banking, Finance, Credit Risk, Mergers & Acquisitions, Equity Derivatives, Funding, Financial Modeling, Risk Management, Commodity, Capital Markets, Currency, Treasury, Derivatives, Fixed Income, Leveraged Finance
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Finance & Accounting
Penn State University
BS., Logistics & International Business
Deutsche Bank November 2010 - Present
JP Morgan 2006 - November 2010
JPMorgan Chase 2004 - 2006
Procter & Gamble June 1999 - August 2002
Skills
Investment Banking, Finance, Credit Risk, Mergers & Acquisitions, Equity Derivatives, Funding, Financial Modeling, Risk Management, Commodity, Capital Markets, Currency, Treasury, Derivatives, Fixed Income, Leveraged Finance
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA, Finance & Accounting
Penn State University
BS., Logistics & International Business
Pete Georgis's J.P. Morgan Experience June 2008 - June 2009
Job Attorney
Industry Law Practice
Experience
Rice Reuther Sullivan & Carroll LLP January 2013 - Present
Law Office of Brian E. Soriano September 2012 - December 2012
U.S. District Court for the Northern District of California August 2011 - December 2011
United States Attorney's Office January 2011 - July 2011
JP Morgan June 2008 - June 2009
Bear Stearns June 2007 - June 2008
U.S. Department of Justice April 2006 - April 2007
Skills
Structured Finance, Fixed Income, Financial Analysis, Hedge Funds, MBS, Legal Research, Legal Writing, Mortgage Lending, Litigation, Westlaw, Economics, Due Diligence, Corporate Law, Securities
Education
Golden Gate University, School of Law 2009 — 2012
Doctor of Jurisprudence (J.D.), with honors, Business Law
The George Washington University 2003 — 2007
B.A., Economics/International Economics, magna cum laude
Rice Reuther Sullivan & Carroll LLP January 2013 - Present
Law Office of Brian E. Soriano September 2012 - December 2012
U.S. District Court for the Northern District of California August 2011 - December 2011
United States Attorney's Office January 2011 - July 2011
JP Morgan June 2008 - June 2009
Bear Stearns June 2007 - June 2008
U.S. Department of Justice April 2006 - April 2007
Skills
Structured Finance, Fixed Income, Financial Analysis, Hedge Funds, MBS, Legal Research, Legal Writing, Mortgage Lending, Litigation, Westlaw, Economics, Due Diligence, Corporate Law, Securities
Education
Golden Gate University, School of Law 2009 — 2012
Doctor of Jurisprudence (J.D.), with honors, Business Law
The George Washington University 2003 — 2007
B.A., Economics/International Economics, magna cum laude
Moxi Liao's J.P. Morgan Experience 2014 - Present
Job JP Morgan
Industry Financial Services
Experience
JP Morgan 2014 - Present
Skills
Incident Management, Financial Reporting, Budget Analysis, Program Management, Change Management, Compliance, Inventory Management, Project Management, Network Services, Low Latency Trading, Budgets, Risk Management, Infrastructure, Process Improvement, Analysis, Management, Vendor Management, Financial Analysis
Education
Georgia Institute of Technology
JP Morgan 2014 - Present
Skills
Incident Management, Financial Reporting, Budget Analysis, Program Management, Change Management, Compliance, Inventory Management, Project Management, Network Services, Low Latency Trading, Budgets, Risk Management, Infrastructure, Process Improvement, Analysis, Management, Vendor Management, Financial Analysis
Education
Georgia Institute of Technology
Kevin MacGuire's J.P. Morgan Experience 1984 - 1993
Job Managing Director at MacGuire, Cheswick & Tuttle Investment Counsel LLC
Industry Investment Management
Experience
MacGuire, Cheswick & Tuttle Investment Counsel LLC 2009 - Present
K.A. MacGuire & Company, LLC 2001 - 2009
Donaldson, Lufkin & Jenrette 1993 - 2000
JP Morgan 1984 - 1993
Skills
Portfolio Management, Wealth Management, Family Financial..., Valuation, Alternative Investments, Wealth Management..., Corporate Finance
Education
Georgetown University
Bachelor of Arts (B.A.), History
MacGuire, Cheswick & Tuttle Investment Counsel LLC 2009 - Present
K.A. MacGuire & Company, LLC 2001 - 2009
Donaldson, Lufkin & Jenrette 1993 - 2000
JP Morgan 1984 - 1993
Skills
Portfolio Management, Wealth Management, Family Financial..., Valuation, Alternative Investments, Wealth Management..., Corporate Finance
Education
Georgetown University
Bachelor of Arts (B.A.), History
Alexia Quadrani's J.P. Morgan Experience Senior Managing DirectorBear StearnsMarch 1997 - June 2008
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan Senior Managing DirectorBear StearnsMarch 1997 - June 2008
Education
New York University 1991 — 1993
MBA, Finance
Georgetown University 1985 — 1989
BSFS, International Politics
JP Morgan Senior Managing DirectorBear StearnsMarch 1997 - June 2008
Education
New York University 1991 — 1993
MBA, Finance
Georgetown University 1985 — 1989
BSFS, International Politics
Sara Cordo's J.P. Morgan Experience August 2005 - Present
Job Client Service Professional at JPMorgan
Industry Investment Banking
Experience
JP Morgan August 2005 - Present
Education
Franklin University 2007 — 2008
MBA
Ohio University 1999 — 2003
B.S. Communications, Organizational Communications
JP Morgan August 2005 - Present
Education
Franklin University 2007 — 2008
MBA
Ohio University 1999 — 2003
B.S. Communications, Organizational Communications
Jon McCullough's J.P. Morgan Experience April 2007 - December 2008
Job WHV Investment Management
Industry Research
Experience
WHV Investment Management, Inc. 2012 - Present
Sugar Mountain Capital June 2009 - December 2011
JP Morgan April 2007 - December 2008
JP Morgan October 2005 - April 2007
Prudential Equity Group 2003 - 2005
Education
Fordham University 1999 — 2003
Business, Finance
CFA Institute
CFA
WHV Investment Management, Inc. 2012 - Present
Sugar Mountain Capital June 2009 - December 2011
JP Morgan April 2007 - December 2008
JP Morgan October 2005 - April 2007
Prudential Equity Group 2003 - 2005
Education
Fordham University 1999 — 2003
Business, Finance
CFA Institute
CFA
William Lafferty's J.P. Morgan Experience February 2002 - February 2005
Job Managing Director, Hanover Street Capital
Industry Real Estate
Experience
Hanover Street Capital August 2012 - Present
Starwood Property Trust January 2011 - July 2012
Cardinal Industrial Real Estate Services September 2008 - December 2010
Countrywide Commercial Real Estate February 2005 - September 2008
JP Morgan February 2002 - February 2005
MetLife February 1989 - February 2002
Skills
CMBS, Structured Finance, Real Estate Economics, Valuation, Underwriting, Due Diligence, Capital Markets, Securitization, Loans, Asset Managment, Financial Structuring, Loan Origination
Education
Mercer University - Stetson School of Business and Economics 1987 — 1990
MBA, Finance
Georgia State University 1982 — 1986
BBA, Finance
Hanover Street Capital August 2012 - Present
Starwood Property Trust January 2011 - July 2012
Cardinal Industrial Real Estate Services September 2008 - December 2010
Countrywide Commercial Real Estate February 2005 - September 2008
JP Morgan February 2002 - February 2005
MetLife February 1989 - February 2002
Skills
CMBS, Structured Finance, Real Estate Economics, Valuation, Underwriting, Due Diligence, Capital Markets, Securitization, Loans, Asset Managment, Financial Structuring, Loan Origination
Education
Mercer University - Stetson School of Business and Economics 1987 — 1990
MBA, Finance
Georgia State University 1982 — 1986
BBA, Finance
Jeremy Heckerling's J.P. Morgan Experience 2007 - 2008
Job Senior Investment Management and Derivatives Attorney
Industry Investment Management
Experience
Axiom 2013 - Present
Attalus Capital 2012 - 2013
Capstone Investment Advisors 2010 - 2012
Capstone Investment Advisors 2008 - 2010
JP Morgan 2007 - 2008
Lehman Brothers 2002 - 2007
Schulte Roth & Zabel LLP 1999 - 2002
Skills
Structured Finance, Hedge Funds, Derivatives, Equity Derivatives, Investment Management, Alternative Investments, Private Equity, Capital Markets, Securities Regulation, Financial Structuring, Securities, Private Placements
Education
Fordham University School of Law 1994 — 1997
JD, Law
The London School of Economics and Political Science (LSE) 1993 — 1994
MSc, International Relations
University of California, Berkeley 1989 — 1993
AB, English
Axiom 2013 - Present
Attalus Capital 2012 - 2013
Capstone Investment Advisors 2010 - 2012
Capstone Investment Advisors 2008 - 2010
JP Morgan 2007 - 2008
Lehman Brothers 2002 - 2007
Schulte Roth & Zabel LLP 1999 - 2002
Skills
Structured Finance, Hedge Funds, Derivatives, Equity Derivatives, Investment Management, Alternative Investments, Private Equity, Capital Markets, Securities Regulation, Financial Structuring, Securities, Private Placements
Education
Fordham University School of Law 1994 — 1997
JD, Law
The London School of Economics and Political Science (LSE) 1993 — 1994
MSc, International Relations
University of California, Berkeley 1989 — 1993
AB, English
John Flatekval's J.P. Morgan Experience 2000 - 2008
Job Executive Director at JP Morgan Chase
Industry Investment Banking
Experience
JP Morgan Chase March 2010 - Present
JPMorgan Chase May 1989 - March 2010
JPMorgan Chase 1989 - 2009
JP Morgan 2000 - 2008
Skills
Banking, Investment Banking, Finance, Fixed Income, Middle Office, Financial Services, Business Analysis, Financial Reporting, Analysis
Education
Fordham University 1982 — 1986
BS, Finance
JP Morgan Chase March 2010 - Present
JPMorgan Chase May 1989 - March 2010
JPMorgan Chase 1989 - 2009
JP Morgan 2000 - 2008
Skills
Banking, Investment Banking, Finance, Fixed Income, Middle Office, Financial Services, Business Analysis, Financial Reporting, Analysis
Education
Fordham University 1982 — 1986
BS, Finance
Marita Surace's J.P. Morgan Experience September 1989 - September 1990
Job Marita Surace passed away February 5, 2012
Industry Higher Education
Experience
Heaven February 2012 - Present
Application Advisors Inc. (MBA & College Admissions) August 2008 - February 2012
Haas School of Business November 2006 - May 2008
Serious Energy November 2002 - November 2006
BroadVision April 1997 - April 2001
Accenture September 1994 - April 1997
PepsiCo September 1990 - June 1992
JP Morgan September 1989 - September 1990
Education
University of California, Berkeley 2008 — 2009
Graduate Certificate
UCLA Anderson School of Management 1992 — 1994
MBA
Georgetown University 1985 — 1989
BSBA
Heaven February 2012 - Present
Application Advisors Inc. (MBA & College Admissions) August 2008 - February 2012
Haas School of Business November 2006 - May 2008
Serious Energy November 2002 - November 2006
BroadVision April 1997 - April 2001
Accenture September 1994 - April 1997
PepsiCo September 1990 - June 1992
JP Morgan September 1989 - September 1990
Education
University of California, Berkeley 2008 — 2009
Graduate Certificate
UCLA Anderson School of Management 1992 — 1994
MBA
Georgetown University 1985 — 1989
BSBA
Jeff Moncrief's J.P. Morgan Experience 2003 - June 2011
Job Director of Credit, Frontier Spinning Mills
Industry Textiles
Experience
Frontier Spinning Mills July 2011 - Present
JPMorgan Chase Bank September 2003 - June 2011
JP Morgan 2003 - June 2011
JPMorgan Chase 1995 - June 2011
SunTrust Banks, Inc April 1996 - September 2003
SunTrust Bank 1996 - 2003
Robert Half Accountemps December 1995 - April 1996
American Planning Corporation August 1993 - October 1995
Skills
Financial Modeling, Management, Valuation, Cash Flow, Finance, Portfolio Management, Credit Analysis, Equities, Credit, Accounts Receivable, Credit Risk, Banking
Education
Georgia State University
Degree: Masters of Science, Finance
Louisiana State University
Degree:Bachelor of Science, Finance
Frontier Spinning Mills July 2011 - Present
JPMorgan Chase Bank September 2003 - June 2011
JP Morgan 2003 - June 2011
JPMorgan Chase 1995 - June 2011
SunTrust Banks, Inc April 1996 - September 2003
SunTrust Bank 1996 - 2003
Robert Half Accountemps December 1995 - April 1996
American Planning Corporation August 1993 - October 1995
Skills
Financial Modeling, Management, Valuation, Cash Flow, Finance, Portfolio Management, Credit Analysis, Equities, Credit, Accounts Receivable, Credit Risk, Banking
Education
Georgia State University
Degree: Masters of Science, Finance
Louisiana State University
Degree:Bachelor of Science, Finance
Caleb Pitters's J.P. Morgan Experience 1997 - 1999
Job Senior Vice President at PIMCO
Industry Investment Banking
Experience
PIMCO September 2011 - Present
Credit Suisse May 2003 - August 2011
Credit Suisse May 2003 - January 2007
JP Morgan 1997 - 1999
JP Morgan 1997 - 1999
Skills
Trading, Bonds, Investments, Emerging Markets, Hedge Funds, Derivatives, Fixed Income, Private Equity, Investment Banking, Structured Products, Equities, Alternative Investments, Financial Structuring, Securities, Asset Managment
Education
Harvard Law School 1999 — 2002
JD, Law
Georgetown University 1993 — 1997
B.S., International Affairs and Humanities
PIMCO September 2011 - Present
Credit Suisse May 2003 - August 2011
Credit Suisse May 2003 - January 2007
JP Morgan 1997 - 1999
JP Morgan 1997 - 1999
Skills
Trading, Bonds, Investments, Emerging Markets, Hedge Funds, Derivatives, Fixed Income, Private Equity, Investment Banking, Structured Products, Equities, Alternative Investments, Financial Structuring, Securities, Asset Managment
Education
Harvard Law School 1999 — 2002
JD, Law
Georgetown University 1993 — 1997
B.S., International Affairs and Humanities
Diane Damskey's J.P. Morgan Experience August 2009 - Present
Job Investment Specialist JPMorgan
Industry Financial Services
Experience
JP Morgan August 2009 - Present
UBS Wealth Management May 2006 - July 2009
Northern Trust Global Investments June 1999 - May 2006
Credit Suisse Asset Management/BEA Associates February 1997 - April 1999
First Chicago June 1990 - January 1996
Lehman Brothers 1988 - 1990
Manufacturers Hanover Trust May 1981 - July 1986
Skills
Portfolio Management, Investments
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
MPA, International Finance and Economics
Georgetown University 1975 — 1979
BSFS, Russian Area Studies
Southfield-Lathrup High School
JP Morgan August 2009 - Present
UBS Wealth Management May 2006 - July 2009
Northern Trust Global Investments June 1999 - May 2006
Credit Suisse Asset Management/BEA Associates February 1997 - April 1999
First Chicago June 1990 - January 1996
Lehman Brothers 1988 - 1990
Manufacturers Hanover Trust May 1981 - July 1986
Skills
Portfolio Management, Investments
Education
Harvard University, John F. Kennedy School of Government 1986 — 1988
MPA, International Finance and Economics
Georgetown University 1975 — 1979
BSFS, Russian Area Studies
Southfield-Lathrup High School
Angela Venza's J.P. Morgan Experience 1986 - 1990
Job International Development Professional
Industry International Affairs
Experience
International Youth Foundation July 2010 - Present
International Development Consultant June 1999 - June 2010
Fundacion Esquel 1996 - 1999
The Synergos Institute 1993 - 1996
JP Morgan 1986 - 1990
Education
Princeton University 1990 — 1992
MPA, Development Studies
Georgetown University 1982 — 1986
BSBA, Accounting
International Youth Foundation July 2010 - Present
International Development Consultant June 1999 - June 2010
Fundacion Esquel 1996 - 1999
The Synergos Institute 1993 - 1996
JP Morgan 1986 - 1990
Education
Princeton University 1990 — 1992
MPA, Development Studies
Georgetown University 1982 — 1986
BSBA, Accounting
Bill Casey's J.P. Morgan Experience May 2007 - December 2008
Job Hedge Fund Marketer
Industry Investment Management
Experience
King Street Capital Management January 2009 - Present
JP Morgan May 2007 - December 2008
Banc of America Securities March 2005 - May 2007
Morgan Stanley July 1991 - March 2005
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Georgetown University 1987 — 1991
BS, Finance, Accounting
King Street Capital Management January 2009 - Present
JP Morgan May 2007 - December 2008
Banc of America Securities March 2005 - May 2007
Morgan Stanley July 1991 - March 2005
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Georgetown University 1987 — 1991
BS, Finance, Accounting
Opeyemi Akinjayeju's J.P. Morgan Experience 2003 - 2004
Job ★ Risk Analytics ★ Financial Management ★ Business Strategy ★ Predictive Modeling ★
Industry Financial Services
Experience
GM Financial 2014 - Present
Northwood University 2012 - Present
Ascension Capital Group, Inc. 2011 - 2014
Prudential Financial 2008 - 2011
Prudential Financial 2005 - 2008
Medco Health Solutions 2004 - 2005
JP Morgan 2003 - 2004
JP Morgan 2001 - 2003
Citigroup/Salomon Smith Barney 2000 - 2000
Skills
Statistical Modeling, Financial Analysis, Predictive Modeling, Financial Management, Statistical Inference, Corporate Finance, Forecasting, Pricing Analysis, Price Optimization, Financial Modeling, Statistical Programming, SAS, Business Analysis, Analytics, Risk Analysis, Economic Modeling, Applied Mathematics, R, Minitab, Financial Economics, Operations Management, Capacity Modeling
Education
Penn State University
Master's, Applied Statistics
Georgia Southern University - College of Business Administration
Master's, Applied Economics
Rutgers, The State University of New Jersey-New Brunswick
Executive Education, Business Administration
Montclair State University
Bachelor's, Economics & Mathematics
GM Financial 2014 - Present
Northwood University 2012 - Present
Ascension Capital Group, Inc. 2011 - 2014
Prudential Financial 2008 - 2011
Prudential Financial 2005 - 2008
Medco Health Solutions 2004 - 2005
JP Morgan 2003 - 2004
JP Morgan 2001 - 2003
Citigroup/Salomon Smith Barney 2000 - 2000
Skills
Statistical Modeling, Financial Analysis, Predictive Modeling, Financial Management, Statistical Inference, Corporate Finance, Forecasting, Pricing Analysis, Price Optimization, Financial Modeling, Statistical Programming, SAS, Business Analysis, Analytics, Risk Analysis, Economic Modeling, Applied Mathematics, R, Minitab, Financial Economics, Operations Management, Capacity Modeling
Education
Penn State University
Master's, Applied Statistics
Georgia Southern University - College of Business Administration
Master's, Applied Economics
Rutgers, The State University of New Jersey-New Brunswick
Executive Education, Business Administration
Montclair State University
Bachelor's, Economics & Mathematics
Martin Evers's J.P. Morgan Experience September 1994 - August 1999
Job Psychiatrist
Industry Hospital & Health Care
Experience
Private practice July 2008 - Present
Northern Westchester Hospital July 2008 - May 2011
Mount Sinai Medical Center July 2005 - June 2008
Long Island Jewish Medical Center July 2004 - June 2005
JP Morgan September 1994 - August 1999
Kaplan Test Prep and Admissions November 1998 - July 1999
Arthur Andersen & Co. October 1991 - August 1994
Skills
Psychiatry, Hospitals, Medicine, Healthcare Management, Clinical Research, Medical Education, Patient Safety, Healthcare, Mental Health, Inpatient, Board Certified, EMR, Healthcare Consulting, Healthcare Information..., Pediatrics, Quality Improvement, Treatment, Emergency Medicine, Internal Medicine, Surgery, HIPAA, EHR, Psychopharmacology
Education
Icahn School of Medicine at Mount Sinai 1999 — 2004
MD, Medicine
Fordham University 1987 — 1991
BS, Accounting
Fordham University 1987 — 1991
High School, HS diploma
Private practice July 2008 - Present
Northern Westchester Hospital July 2008 - May 2011
Mount Sinai Medical Center July 2005 - June 2008
Long Island Jewish Medical Center July 2004 - June 2005
JP Morgan September 1994 - August 1999
Kaplan Test Prep and Admissions November 1998 - July 1999
Arthur Andersen & Co. October 1991 - August 1994
Skills
Psychiatry, Hospitals, Medicine, Healthcare Management, Clinical Research, Medical Education, Patient Safety, Healthcare, Mental Health, Inpatient, Board Certified, EMR, Healthcare Consulting, Healthcare Information..., Pediatrics, Quality Improvement, Treatment, Emergency Medicine, Internal Medicine, Surgery, HIPAA, EHR, Psychopharmacology
Education
Icahn School of Medicine at Mount Sinai 1999 — 2004
MD, Medicine
Fordham University 1987 — 1991
BS, Accounting
Fordham University 1987 — 1991
High School, HS diploma
J. Christopher Hoeffel's J.P. Morgan Experience June 2008 - October 2008
Job Managing Director at Investcorp
Industry Real Estate
Experience
Investcorp October 2008 - March 2015
JP Morgan June 2008 - October 2008
Bear Stearns December 1993 - June 2008
Eastdil Realty Inc July 1990 - December 1993
Walker & Dunlop June 1983 - August 1988
Skills
Structured Finance, Asset Management, Portfolio Management, Real Estate Development, Real Estate Economics, Commercial Mortgages, Mergers & Acquisitions, Private Equity, Real Estate, Commercial Real Estate, Due Diligence, Valuation, CMBS, Capital Markets, Investments, Asset Managment, Investment Banking, Investment Properties
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Real Estate
Georgetown University 1979 — 1983
BS, Business Administration
Investcorp October 2008 - March 2015
JP Morgan June 2008 - October 2008
Bear Stearns December 1993 - June 2008
Eastdil Realty Inc July 1990 - December 1993
Walker & Dunlop June 1983 - August 1988
Skills
Structured Finance, Asset Management, Portfolio Management, Real Estate Development, Real Estate Economics, Commercial Mortgages, Mergers & Acquisitions, Private Equity, Real Estate, Commercial Real Estate, Due Diligence, Valuation, CMBS, Capital Markets, Investments, Asset Managment, Investment Banking, Investment Properties
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Real Estate
Georgetown University 1979 — 1983
BS, Business Administration
Joseph Furlong's J.P. Morgan Experience Managing DirectorBear Stearns1992 - 2008
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan Managing DirectorBear Stearns1992 - 2008
Education
Gettysburg College 1987 — 1991
JP Morgan Managing DirectorBear Stearns1992 - 2008
Education
Gettysburg College 1987 — 1991
Ken Rogozinski's J.P. Morgan Experience July 2007 - January 2009
Job CEO at Dreadnought Capital Management
Industry Capital Markets
Experience
Dreadnought Capital Management February 2009 - Present
JP Morgan July 2007 - January 2009
Morgan Stanley April 2006 - June 2007
Greystone & Co. 1998 - 2006
Goldman Sachs 1990 - 1998
Standard & Poor's 1987 - 1990
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Fordham University 1983 — 1985
BS, Finance
United States Naval Academy 1981 — 1983
Dreadnought Capital Management February 2009 - Present
JP Morgan July 2007 - January 2009
Morgan Stanley April 2006 - June 2007
Greystone & Co. 1998 - 2006
Goldman Sachs 1990 - 1998
Standard & Poor's 1987 - 1990
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Fordham University 1983 — 1985
BS, Finance
United States Naval Academy 1981 — 1983
Alice Valentine's J.P. Morgan Experience 1998 - 1999
Job Property Manager
Industry Real Estate
Experience
Newmark Knight Frank January 2008 - February 2009
Equity Office Properties May 2006 - May 2007
Cushman & Wakefield 1999 - 2006
JP Morgan 1998 - 1999
Skills
Real Estate, Organizational..., Violations, Budget, Office Administration, Vendor Relationships, Building Management..., Management, Project Tracking, Leases, Budgets, Property Management, Facilities Management, Lease Administration, Property, Commercial Real Estate, Corporate Real Estate, Tenant, Vendor Relationship...
Education
New Jersey City University 1991 — 1997
BS, Business Management
Franklin Pierce College
Business Administration and Management, General
Newmark Knight Frank January 2008 - February 2009
Equity Office Properties May 2006 - May 2007
Cushman & Wakefield 1999 - 2006
JP Morgan 1998 - 1999
Skills
Real Estate, Organizational..., Violations, Budget, Office Administration, Vendor Relationships, Building Management..., Management, Project Tracking, Leases, Budgets, Property Management, Facilities Management, Lease Administration, Property, Commercial Real Estate, Corporate Real Estate, Tenant, Vendor Relationship...
Education
New Jersey City University 1991 — 1997
BS, Business Management
Franklin Pierce College
Business Administration and Management, General
Jonathan McCullough's J.P. Morgan Experience October 2005 - Present
Job Assoc. at JP Morgan
Industry Investment Banking
Experience
JP Morgan October 2005 - Present
Prudential Equity Group August 2003 - October 2005
Education
Fordham University 1999 — 2003
BS, Finance
JP Morgan October 2005 - Present
Prudential Equity Group August 2003 - October 2005
Education
Fordham University 1999 — 2003
BS, Finance
Bryan Lennon, CFP®'s J.P. Morgan Experience 2008 - 2010
Job Senior Vice President Team Leader at Personal Capital
Industry Financial Services
Experience
Personal Capital May 2014 - Present
Personal Capital August 2013 - May 2014
Convergent Wealth Advisors January 2011 - July 2013
JP Morgan 2008 - 2010
Skills
Hedge Funds, Investments, Asset Allocation, Asset Management, Portfolio Management, Capital Markets, Wealth Management, Mutual Funds
Education
Franklin & Marshall College
B.A., Finance/Accounting
Georgetown University
Canterbury School
Personal Capital May 2014 - Present
Personal Capital August 2013 - May 2014
Convergent Wealth Advisors January 2011 - July 2013
JP Morgan 2008 - 2010
Skills
Hedge Funds, Investments, Asset Allocation, Asset Management, Portfolio Management, Capital Markets, Wealth Management, Mutual Funds
Education
Franklin & Marshall College
B.A., Finance/Accounting
Georgetown University
Canterbury School
Richard Garbarino's J.P. Morgan Experience 1988 - 2001
Job Managing Partner, LSR Business Advisors, LLC
Industry Management Consulting
Experience
LSR Business Advisors, LLC May 2005 - Present
WestLB June 2001 - May 2014
JP Morgan 1988 - 2001
Skills
Structured Finance, Finance, Loans, Equities, Commercial Banking, Investment Banking, Financial Structuring, Project Finance, Private Equity, Credit Risk, Operational Risk, Banking, Management, Risk Management, Loan Origination, Corporate Finance, Fixed Income, Team Management, Derivatives, Capital Markets, Legal Documents
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance & Banking, 3.9
Fordham University
Bachelor of Science (BS), Accounting, 3.6
LSR Business Advisors, LLC May 2005 - Present
WestLB June 2001 - May 2014
JP Morgan 1988 - 2001
Skills
Structured Finance, Finance, Loans, Equities, Commercial Banking, Investment Banking, Financial Structuring, Project Finance, Private Equity, Credit Risk, Operational Risk, Banking, Management, Risk Management, Loan Origination, Corporate Finance, Fixed Income, Team Management, Derivatives, Capital Markets, Legal Documents
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance & Banking, 3.9
Fordham University
Bachelor of Science (BS), Accounting, 3.6
Helise Owens's J.P. Morgan Experience April 2007 - August 2011
Job at JP Morgan
Industry Financial Services
Experience
JP Morgan April 2007 - August 2011
JPMorgan April 2007 - August 2011
Coach April 2005 - April 2007
Lehman Brothers July 2001 - April 2005
Skills
Retail
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance, Chinese
JP Morgan April 2007 - August 2011
JPMorgan April 2007 - August 2011
Coach April 2005 - April 2007
Lehman Brothers July 2001 - April 2005
Skills
Retail
Education
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA, Finance, Chinese
Jacob Millstein's J.P. Morgan Experience AnalystMillstein & BrownAugust 2006 - June 2008
Job Associate at JP Morgan
Industry Banking
Experience
JP Morgan AnalystMillstein & BrownAugust 2006 - June 2008
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
B.S., Economics
Georgetown University - The McDonough School of Business 2004 — 2006
B.S., Economics
JP Morgan AnalystMillstein & BrownAugust 2006 - June 2008
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
B.S., Economics
Georgetown University - The McDonough School of Business 2004 — 2006
B.S., Economics
Brandon Dunn's J.P. Morgan Experience 1991 - 1995
Job Managing Director at AK Capital
Industry Financial Services
Experience
Maxim Group January 2013 - Present
Rochdale May 2009 - January 2013
UBS Investment Bank 2001 - 2008
Rabobank 1999 - 2001
Deutsche Bank 1997 - 1999
JP Morgan 1991 - 1995
Skills
Capital Markets, Financial Structuring
Education
Georgetown University Law Center 1981 — 1984
JD, Law
University of Pennsylvania - The Wharton School 1977 — 1981
BS Economics, Business
Maxim Group January 2013 - Present
Rochdale May 2009 - January 2013
UBS Investment Bank 2001 - 2008
Rabobank 1999 - 2001
Deutsche Bank 1997 - 1999
JP Morgan 1991 - 1995
Skills
Capital Markets, Financial Structuring
Education
Georgetown University Law Center 1981 — 1984
JD, Law
University of Pennsylvania - The Wharton School 1977 — 1981
BS Economics, Business
Sheryl Crosland's J.P. Morgan Experience October 1984 - Present
Job Managing Director at JP Morgan
Industry Real Estate
Experience
JP Morgan October 1984 - Present
Education
Georgia Institute of Technology 1977 — 1978
BSIM, Finance and accounting
Furman University 1970 — 1974
BS, Biology
JP Morgan October 1984 - Present
Education
Georgia Institute of Technology 1977 — 1978
BSIM, Finance and accounting
Furman University 1970 — 1974
BS, Biology
Eugene Chiulli's J.P. Morgan Experience March 2008 - April 2011
Job Managing Director, Controller at RBC US Holdco
Industry Accounting
Experience
RBC US Holdco and Subsidiaries April 2011 - Present
JP Morgan March 2008 - April 2011
Bear Stearns 2000 - 2008
Credit Lyonnais July 1997 - August 2000
Deloitte August 1991 - July 1997
Skills
Fixed Income, Hedge Funds, Equities, Capital Markets, Prime Brokerage, Financial Modeling, Financial Analysis, Derivatives, Financial Reporting, Securities, Accounting, Cash Management
Education
Fordham University 1988 — 1991
BS, Accounting
Fordham Prep 1984 — 1988
RBC US Holdco and Subsidiaries April 2011 - Present
JP Morgan March 2008 - April 2011
Bear Stearns 2000 - 2008
Credit Lyonnais July 1997 - August 2000
Deloitte August 1991 - July 1997
Skills
Fixed Income, Hedge Funds, Equities, Capital Markets, Prime Brokerage, Financial Modeling, Financial Analysis, Derivatives, Financial Reporting, Securities, Accounting, Cash Management
Education
Fordham University 1988 — 1991
BS, Accounting
Fordham Prep 1984 — 1988
Tim Kjeldgaard's J.P. Morgan Experience June 2008 - May 2014
Job Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald July 2014 - Present
JP Morgan June 2008 - May 2014
JP Morgan June 2007 - August 2007
Skills
Series 7, Series 63, Derivatives, Fixed Income, Bloomberg, Bonds, Capital Markets
Education
Franklin & Marshall College 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Cantor Fitzgerald July 2014 - Present
JP Morgan June 2008 - May 2014
JP Morgan June 2007 - August 2007
Skills
Series 7, Series 63, Derivatives, Fixed Income, Bloomberg, Bonds, Capital Markets
Education
Franklin & Marshall College 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Brian Kearon's J.P. Morgan Experience November 2010 - April 2011
Job Borrower Analytics Team Capital Markets Group
Industry Financial Services
Experience
MIAC July 2013 - Present
JP Morgan November 2010 - April 2011
Stratton Capital Management, Ltd. December 2003 - May 2010
Skills
Alternative Investments, Financial Modeling, Investments, Equities, Financial Analysis, Capital Markets, Valuation, Fixed Income, Financial Structuring, Finance, Portfolio Management, Derivatives, Hedge Funds
Education
Georgetown University 1999 — 2003
BA, Physics
Georgetown University 1999 — 2003
Bachelor of Arts (BA), Physics
MIAC July 2013 - Present
JP Morgan November 2010 - April 2011
Stratton Capital Management, Ltd. December 2003 - May 2010
Skills
Alternative Investments, Financial Modeling, Investments, Equities, Financial Analysis, Capital Markets, Valuation, Fixed Income, Financial Structuring, Finance, Portfolio Management, Derivatives, Hedge Funds
Education
Georgetown University 1999 — 2003
BA, Physics
Georgetown University 1999 — 2003
Bachelor of Arts (BA), Physics
Michael Christ's J.P. Morgan Experience April 2011 - Present
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan April 2011 - Present
JP Morgan April 2000 - April 2011
UBS AG 1992 - 2000
Citibank 1990 - 1992
Skills
Fixed Income, Capital Markets, Investment Banking, Risk Management, Hedge Funds, Credit, Management, Bloomberg, Equities, Derivatives, Prime Brokerage, Securities, Alternative Investments, Credit Derivatives, Financial Markets, Structured Products
Education
Fordham University 1986 — 1990
BS, Finance
Canisius High School 1982 — 1986
JP Morgan April 2011 - Present
JP Morgan April 2000 - April 2011
UBS AG 1992 - 2000
Citibank 1990 - 1992
Skills
Fixed Income, Capital Markets, Investment Banking, Risk Management, Hedge Funds, Credit, Management, Bloomberg, Equities, Derivatives, Prime Brokerage, Securities, Alternative Investments, Credit Derivatives, Financial Markets, Structured Products
Education
Fordham University 1986 — 1990
BS, Finance
Canisius High School 1982 — 1986
Dai Shi's J.P. Morgan Experience June 2011 - August 2011
Job Student at Stanford University
Industry Higher Education
Jackielynn Wehrfritz's J.P. Morgan Experience August 2001 - August 2003
Job Executive Assistant
Industry Financial Services
Experience
Select Equity Group May 2010 - Present
Michael C. Fina October 2006 - November 2009
Steve Quick Jeweler October 2003 - September 2006
JP Morgan August 2001 - August 2003
Skills
PowerPoint, Excel, Outlook, Word, Problem Solving, Relationship Management, Backstop, Project Management, Microsoft Excel, Customer Service, Microsoft Word, Sales, Management, Marketing, Portfolio Management, Retail, Accounting, Analysis, CRM, Data Analysis, Finance, Financial Analysis, Market Research, Microsoft Office, Strategy, Investments
Education
Gemological Institute of America 2015 — 2019
Graduate Gemologist
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA
Punahou School 1984 — 1997
High School Diploma
Select Equity Group May 2010 - Present
Michael C. Fina October 2006 - November 2009
Steve Quick Jeweler October 2003 - September 2006
JP Morgan August 2001 - August 2003
Skills
PowerPoint, Excel, Outlook, Word, Problem Solving, Relationship Management, Backstop, Project Management, Microsoft Excel, Customer Service, Microsoft Word, Sales, Management, Marketing, Portfolio Management, Retail, Accounting, Analysis, CRM, Data Analysis, Finance, Financial Analysis, Market Research, Microsoft Office, Strategy, Investments
Education
Gemological Institute of America 2015 — 2019
Graduate Gemologist
Georgetown University - The McDonough School of Business 1997 — 2001
BSBA
Punahou School 1984 — 1997
High School Diploma
Kevin Nzuwah's J.P. Morgan Experience 2010 - 2010
Job MS Finance Candidate at Georgetown University
Industry Banking
Experience
The National Society of Collegiate Scholars 2014 - 2014
NKM Technologies 2011 - 2013
JP Morgan 2010 - 2010
Goldman Sachs 2009 - 2009
T. Rowe Price 2008 - 2008
Skills
Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Research, Marketing, Investment Banking, Finance, Analysis, Investments, Credit, Risk Management, Microsoft Office, Public Speaking, Management
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master’s Degree
Morehouse College 2006 — 2010
BA
The National Society of Collegiate Scholars 2014 - 2014
NKM Technologies 2011 - 2013
JP Morgan 2010 - 2010
Goldman Sachs 2009 - 2009
T. Rowe Price 2008 - 2008
Skills
Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Research, Marketing, Investment Banking, Finance, Analysis, Investments, Credit, Risk Management, Microsoft Office, Public Speaking, Management
Education
Georgetown University - The McDonough School of Business 2015 — 2017
Master’s Degree
Morehouse College 2006 — 2010
BA
James Pennell, PMP's J.P. Morgan Experience August 1998 - March 2007
Job Program Manager at INSYS Group, Inc.
Industry Financial Services
Experience
INSYS Group, Inc. February 2015 - Present
Citi March 2007 - February 2015
JP Morgan August 1998 - March 2007
United States Marine Corps Reserve February 1991 - February 1999
Morgan Stanley Dean Witter & Co December 1997 - August 1998
Whalebone Equity Group April 1997 - December 1997
Skills
Risk Management, Banking, Project Management, Program Management, Operational Risk..., PMO, SDLC, Business Process..., Six Sigma, Operations Management, CMM, Vendor Management, Capital Markets, Middle Office, Business Continuity..., Business Analysis, Risk Assessment, Change Management, Strategic Planning, Financial Services
Education
Fordham University 1996 — 1999
MBA, International Finance, 3.8
Virginia Polytechnic Institute and State University 1989 — 1992
BA, International Economics
INSYS Group, Inc. February 2015 - Present
Citi March 2007 - February 2015
JP Morgan August 1998 - March 2007
United States Marine Corps Reserve February 1991 - February 1999
Morgan Stanley Dean Witter & Co December 1997 - August 1998
Whalebone Equity Group April 1997 - December 1997
Skills
Risk Management, Banking, Project Management, Program Management, Operational Risk..., PMO, SDLC, Business Process..., Six Sigma, Operations Management, CMM, Vendor Management, Capital Markets, Middle Office, Business Continuity..., Business Analysis, Risk Assessment, Change Management, Strategic Planning, Financial Services
Education
Fordham University 1996 — 1999
MBA, International Finance, 3.8
Virginia Polytechnic Institute and State University 1989 — 1992
BA, International Economics
Nicholas Rifino's J.P. Morgan Experience July 2012 - Present
Job Fixed Income Investment Manager Research Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan July 2012 - Present
JP Morgan June 2011 - August 2011
JP Morgan Chase September 2010 - May 2011
Wells Fargo Advisors January 2010 - May 2010
Education
Fordham University 2009 — 2011
J.P. Morgan July 2012 - Present
JP Morgan June 2011 - August 2011
JP Morgan Chase September 2010 - May 2011
Wells Fargo Advisors January 2010 - May 2010
Education
Fordham University 2009 — 2011
Malika Malani's J.P. Morgan Experience July 2006 - July 2008
Job Fremont Realty Capital
Industry Real Estate
Experience
Fremont Realty Capital July 2010 - June 2011
Brookfield Asset Management June 2009 - August 2009
JP Morgan July 2006 - July 2008
Lehman Brothers March 2005 - July 2006
Blackheath Financial August 2004 - March 2005
Skills
Valuation, Due Diligence, Financial Modeling, Private Equity
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Franklin & Marshall College 2000 — 2004
Bachelor of Arts, Economics, Finance
Kodaikanal International School
St Mary's School, india
Fremont Realty Capital July 2010 - June 2011
Brookfield Asset Management June 2009 - August 2009
JP Morgan July 2006 - July 2008
Lehman Brothers March 2005 - July 2006
Blackheath Financial August 2004 - March 2005
Skills
Valuation, Due Diligence, Financial Modeling, Private Equity
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Franklin & Marshall College 2000 — 2004
Bachelor of Arts, Economics, Finance
Kodaikanal International School
St Mary's School, india
Christian Henderson's J.P. Morgan Experience May 2013 - Present
Job Retirement Advisor at JP Morgan
Industry Financial Services
Experience
JP Morgan May 2013 - Present
Nationwide Retirement Solutions March 2003 - May 2013
Skills
Series 63, Mutual Funds, Investment Advisory, FINRA, Securities, Investments, Equities, Portfolio Management, Financial Services, Asset Managment, Investment Management, Series 65, Life & Health Insurance...
Education
Franklin University
Bachelors Degree, Management and Leadership
JP Morgan May 2013 - Present
Nationwide Retirement Solutions March 2003 - May 2013
Skills
Series 63, Mutual Funds, Investment Advisory, FINRA, Securities, Investments, Equities, Portfolio Management, Financial Services, Asset Managment, Investment Management, Series 65, Life & Health Insurance...
Education
Franklin University
Bachelors Degree, Management and Leadership
Carsten Otto's J.P. Morgan Experience June 2010 - July 2012
Job Americas Head of Compliance and Interim Global Head of Investment Strategies Compliance at BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
J.P. Morgan Private Bank July 2012 - August 2013
JP Morgan June 2010 - July 2012
Morgan Stanley Asset Management May 2006 - June 2010
Morgan Stanley Investment Management October 1993 - May 2006
Skills
AML, Equities
Education
The George Washington University Law School 1988 — 1991
Doctor of Law (JD)
Georgetown University 1982 — 1986
BSFS, Foreign Service
Moravian Academy 1982 — 1984
High School
BlackRock September 2013 - Present
J.P. Morgan Private Bank July 2012 - August 2013
JP Morgan June 2010 - July 2012
Morgan Stanley Asset Management May 2006 - June 2010
Morgan Stanley Investment Management October 1993 - May 2006
Skills
AML, Equities
Education
The George Washington University Law School 1988 — 1991
Doctor of Law (JD)
Georgetown University 1982 — 1986
BSFS, Foreign Service
Moravian Academy 1982 — 1984
High School
O'Neil Spence's J.P. Morgan Experience April 2011 - Present
Job JP Morgan
Industry Financial Services
Experience
JP Morgan April 2011 - Present
BNY Mellon June 2005 - December 2010
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
New York University
Bachelor of Arts (B.A.), Economics
JP Morgan April 2011 - Present
BNY Mellon June 2005 - December 2010
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
New York University
Bachelor of Arts (B.A.), Economics
Angie Driscoll's J.P. Morgan Experience 2012 - April 2014
Job at
Industry Financial Services
Experience
Huntington National Bank April 2014 - Present
JP Morgan 2012 - April 2014
Skills
Banking, Commercial Banking, Management, Fixed Income, Portfolio Management
Education
Franklin University
Bachelor of Business Administration (B.B.A.)
Huntington National Bank April 2014 - Present
JP Morgan 2012 - April 2014
Skills
Banking, Commercial Banking, Management, Fixed Income, Portfolio Management
Education
Franklin University
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.