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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22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Employee
Years
Job
Industry
Vincenzo Rispoli Vincenzo Rispoli's J.P. Morgan Experience March 2012 - April 2012
Job Senior Associate, Business Consulting at Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets August 2015 - Present
Sapient Global Markets July 2013 - Present
HSBC June 2012 - August 2012
J.P. Morgan March 2012 - April 2012
Mandelbaum Salsburg May 2011 - July 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Parsippany Hills High School 2005 — 2009
Sapient Global Markets August 2015 - Present
Sapient Global Markets July 2013 - Present
HSBC June 2012 - August 2012
J.P. Morgan March 2012 - April 2012
Mandelbaum Salsburg May 2011 - July 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Parsippany Hills High School 2005 — 2009
Gianluca Rinaldi Gianluca Rinaldi's J.P. Morgan Experience June 2014 - September 2014
Job PhD Student at Harvard University
Industry Higher Education
Experience
Harvard University August 2015 - Present
The London School of Economics and Political Science (LSE) September 2014 - June 2015
J.P. Morgan June 2014 - September 2014
University of Oxford October 2011 - June 2014
J.P. Morgan April 2013 - April 2013
Skills
LaTeX, Matlab, Mathematics
Education
Harvard University 2015 — 2020
Doctor of Philosophy (Ph.D.), Business Economics
The London School of Economics and Political Science (LSE) 2014 — 2015
Master of Science (MSc), Finance and Economics (Research), Distinction
University of Oxford 2011 — 2014
BA, Mathematics, First Class
Liceo Scientifico Augusto Righi 2006 — 2011
Diploma di Maturità Scientifica, 100/100
Boston University 2010 — 2010
Introductory Microeconomic Analysis (EC101), Economics, A
Harvard University August 2015 - Present
The London School of Economics and Political Science (LSE) September 2014 - June 2015
J.P. Morgan June 2014 - September 2014
University of Oxford October 2011 - June 2014
J.P. Morgan April 2013 - April 2013
Skills
LaTeX, Matlab, Mathematics
Education
Harvard University 2015 — 2020
Doctor of Philosophy (Ph.D.), Business Economics
The London School of Economics and Political Science (LSE) 2014 — 2015
Master of Science (MSc), Finance and Economics (Research), Distinction
University of Oxford 2011 — 2014
BA, Mathematics, First Class
Liceo Scientifico Augusto Righi 2006 — 2011
Diploma di Maturità Scientifica, 100/100
Boston University 2010 — 2010
Introductory Microeconomic Analysis (EC101), Economics, A
Christina Gill Christina Gill's J.P. Morgan Experience July 2014 - Present
Job Investor Services Analyst at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Boston University Fitness and Recreation Center- PERD January 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Kinsale Capital Management March 2013 - April 2013
J.P. Morgan June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Access, LibreOffice, Research, Public Speaking, Social Media, InDesign, Legal Research
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Law
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Dublin City University 2013 — 2013
J.P. Morgan July 2014 - Present
Boston University Fitness and Recreation Center- PERD January 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Kinsale Capital Management March 2013 - April 2013
J.P. Morgan June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Access, LibreOffice, Research, Public Speaking, Social Media, InDesign, Legal Research
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Law
Boston University - School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
Dublin City University 2013 — 2013
Henry Orzynski Henry Orzynski's J.P. Morgan Experience July 2015 - Present
Job Advice Lab Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan July 2012 - Present
Boston University Educational Resource Center September 2009 - December 2011
JP Morgan June 2011 - August 2011
BlueStar AMG September 2010 - December 2010
Syntrinsic Investment Counsel May 2010 - August 2010
Lianda Foreign Language School (Zhengzhou, China) June 2009 - August 2009
Skills
Mandarin, Chinese, English, Investments, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Event Planning, Research, Social Media, Team Building, Teamwork, Strategic Planning, Statistics, Editing, Sales, Teaching, Data Analysis
Education
Boston University 2008 — 2011
Bachelor of Arts (B.A.), Economics and Chinese, GPA 3.94
Fudan University 2010 — 2010
Colorado AcademyJune 2008 2004 — 2008
Chinese and Economics
J.P. Morgan July 2015 - Present
J.P. Morgan July 2012 - Present
Boston University Educational Resource Center September 2009 - December 2011
JP Morgan June 2011 - August 2011
BlueStar AMG September 2010 - December 2010
Syntrinsic Investment Counsel May 2010 - August 2010
Lianda Foreign Language School (Zhengzhou, China) June 2009 - August 2009
Skills
Mandarin, Chinese, English, Investments, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Event Planning, Research, Social Media, Team Building, Teamwork, Strategic Planning, Statistics, Editing, Sales, Teaching, Data Analysis
Education
Boston University 2008 — 2011
Bachelor of Arts (B.A.), Economics and Chinese, GPA 3.94
Fudan University 2010 — 2010
Colorado AcademyJune 2008 2004 — 2008
Chinese and Economics
Naja Pham Lockwood Naja Pham Lockwood's J.P. Morgan Experience June 1996 - August 1996
Job Media, Startups and the Arts
Industry Nonprofit Organization Management
Experience
Investor, Patron and Collaborator of Social Change September 2012 - Present
impactpartnersfilm.com January 2015 - Present
NajaArts.com January 2007 - January 2010
Asian Art Museum January 2000 - January 2007
Central European Media Enterprises September 1997 - October 1999
The Walt Disney Company January 1997 - May 1997
J.P. Morgan June 1996 - August 1996
Fieldstone Private Capital Group, Inc. September 1993 - June 1995
Skills
Museums, Fundraising, Non-profits, Curating, Art, Finance, Start-ups, Entrepreneurship, Nonprofits, Public Relations, Marketing, New Media, Strategic Planning, Business Development, Art Exhibitions, Strategic Partnerships, Social Media, Venture Capital, Event Management, Strategy
Education
Harvard Business School 1995 — 1997
MBA
Georgetown University 1991 — 1993
Fellow Exchange Program, Center for Intercultural Education and Development (CIED): Hanoi, Vietnam
Boston University 1988 — 1991
BA With Distinction, Philosophy and Political Science
Investor, Patron and Collaborator of Social Change September 2012 - Present
impactpartnersfilm.com January 2015 - Present
NajaArts.com January 2007 - January 2010
Asian Art Museum January 2000 - January 2007
Central European Media Enterprises September 1997 - October 1999
The Walt Disney Company January 1997 - May 1997
J.P. Morgan June 1996 - August 1996
Fieldstone Private Capital Group, Inc. September 1993 - June 1995
Skills
Museums, Fundraising, Non-profits, Curating, Art, Finance, Start-ups, Entrepreneurship, Nonprofits, Public Relations, Marketing, New Media, Strategic Planning, Business Development, Art Exhibitions, Strategic Partnerships, Social Media, Venture Capital, Event Management, Strategy
Education
Harvard Business School 1995 — 1997
MBA
Georgetown University 1991 — 1993
Fellow Exchange Program, Center for Intercultural Education and Development (CIED): Hanoi, Vietnam
Boston University 1988 — 1991
BA With Distinction, Philosophy and Political Science
Jonathan Otto Jonathan Otto's J.P. Morgan Experience January 2013 - Present
Job Vice President at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan January 2013 - Present
J.P. Morgan July 2011 - December 2012
J.P. Morgan November 2009 - July 2011
JPMorgan Chase June 2007 - November 2009
Forest Realty Management December 2006 - May 2007
Zurich Financial Services May 2006 - September 2006
Merrill Lynch May 2004 - September 2004
MILLINGTON SAVINGS BANK - PRIVATE May 2002 - May 2004
Skills
Risk Management, Project Management, Relationship Management, Global Custody, Change Management, Strategy, Operational Risk..., Operational Risk, Asset Managment, P&L Responsibility, Mutual Funds, Investments, Market Research, Bloomberg, Equities, Fixed Income, Financial Modeling, Bonds, Marketing Strategy, Marketing, Email Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Finance, Financial Analysis, Capital Markets, Entrepreneurship, Negotiation, ERISA, Qualified Retirement..., Retirement Benefits, Asset Management, CRM, Wealth Management, Management, Leadership, Analysis, Banking, Securities, Portfolio Management, Financial Risk, Investment Banking, Customer Service, Analytics, Due Diligence, Budgets, Strategic Planning
Education
Susquehanna University 2015 — 2019
BS- Business Administration, Business Administration & Entrepreneurship
Boston University
Associate's degree, College of General Studies
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan January 2013 - Present
J.P. Morgan July 2011 - December 2012
J.P. Morgan November 2009 - July 2011
JPMorgan Chase June 2007 - November 2009
Forest Realty Management December 2006 - May 2007
Zurich Financial Services May 2006 - September 2006
Merrill Lynch May 2004 - September 2004
MILLINGTON SAVINGS BANK - PRIVATE May 2002 - May 2004
Skills
Risk Management, Project Management, Relationship Management, Global Custody, Change Management, Strategy, Operational Risk..., Operational Risk, Asset Managment, P&L Responsibility, Mutual Funds, Investments, Market Research, Bloomberg, Equities, Fixed Income, Financial Modeling, Bonds, Marketing Strategy, Marketing, Email Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Finance, Financial Analysis, Capital Markets, Entrepreneurship, Negotiation, ERISA, Qualified Retirement..., Retirement Benefits, Asset Management, CRM, Wealth Management, Management, Leadership, Analysis, Banking, Securities, Portfolio Management, Financial Risk, Investment Banking, Customer Service, Analytics, Due Diligence, Budgets, Strategic Planning
Education
Susquehanna University 2015 — 2019
BS- Business Administration, Business Administration & Entrepreneurship
Boston University
Associate's degree, College of General Studies
Fiona Zhao's J.P. Morgan Experience June 2013 - August 2013
Job MA Economics at Boston University
Industry Accounting
Experience
PwC Hong Kong and mainland China August 2015 - September 2015
new china asset management （HK）Ltd July 2015 - August 2015
J.P. Morgan June 2013 - August 2013
Nexteer Automotive May 2012 - August 2012
Nexteer Automotive May 2011 - August 2011
Skills
Accounting, Auditing, Economics, Public Relations, Analysis, Financial Reporting, Finance, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Research, Teamwork, Financial Modeling, Microsoft Office, Financial Analysis, Financial Accounting
Education
Boston University 2014 — 2015
Master's Degree, Economics
Missouri State University 2011 — 2014
Bachelor's Degree, Accounting
Juniata College 2010 — 2011
Bachelor's Degree, Accounting and Finance
PwC Hong Kong and mainland China August 2015 - September 2015
new china asset management （HK）Ltd July 2015 - August 2015
J.P. Morgan June 2013 - August 2013
Nexteer Automotive May 2012 - August 2012
Nexteer Automotive May 2011 - August 2011
Skills
Accounting, Auditing, Economics, Public Relations, Analysis, Financial Reporting, Finance, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Research, Teamwork, Financial Modeling, Microsoft Office, Financial Analysis, Financial Accounting
Education
Boston University 2014 — 2015
Master's Degree, Economics
Missouri State University 2011 — 2014
Bachelor's Degree, Accounting
Juniata College 2010 — 2011
Bachelor's Degree, Accounting and Finance
Connor Andrade's J.P. Morgan Experience June 2013 - January 2014
Job Sales Planning Rotational Associate, Starbucks Coffee Company
Industry Consumer Goods
Experience
Starbucks June 2014 - Present
Starbucks March 2011 - Present
J.P. Morgan June 2013 - January 2014
Starbucks May 2009 - March 2011
Skills
Inventory Management, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Merchandising, Microsoft Excel, Sales, Coaching, Loss Prevention, Training, Customer Satisfaction
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Management
Boston University 2009 — 2011
American School of Paris
Starbucks June 2014 - Present
Starbucks March 2011 - Present
J.P. Morgan June 2013 - January 2014
Starbucks May 2009 - March 2011
Skills
Inventory Management, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Merchandising, Microsoft Excel, Sales, Coaching, Loss Prevention, Training, Customer Satisfaction
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Management
Boston University 2009 — 2011
American School of Paris
Fiqri Dine's J.P. Morgan Experience September 2014 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan August 2013 - August 2014
J.P, Morgan July 2006 - July 2013
J.P. Morgan June 2003 - June 2006
J.P. Morgan June 2001 - June 2003
Cambridge Consulting Group June 2000 - June 2001
Deloitte July 1993 - June 2000
Education
Boston University
Masters of Business Administration, International Business and Finance
Univesity of Rochester
Bachelor of Science (BS), Chemical Engineering
J.P. Morgan September 2014 - Present
J.P. Morgan August 2013 - August 2014
J.P, Morgan July 2006 - July 2013
J.P. Morgan June 2003 - June 2006
J.P. Morgan June 2001 - June 2003
Cambridge Consulting Group June 2000 - June 2001
Deloitte July 1993 - June 2000
Education
Boston University
Masters of Business Administration, International Business and Finance
Univesity of Rochester
Bachelor of Science (BS), Chemical Engineering
Ting Sun Ting Sun's J.P. Morgan Experience June 2015 - August 2015
Job MBA Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
MIT Sloan School of Management September 2014 - Present
J.P. Morgan June 2015 - August 2015
Schlumberger Business Consulting November 2012 - September 2014
Schlumberger October 2008 - October 2012
Maersk Oil May 2007 - August 2007
Skills
Corporate Finance, Strategy, Financial Analysis, Energy, Management Consulting, Oil & Gas Industry, Petroleum Engineering
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Boston University
Master of Science, Mechanical Engineering
Harvard Business School
Corporate Strategy
Harvard University, John F. Kennedy School of Government
Geopolitics of Energy
Dalian Yuming High
MIT Sloan School of Management September 2014 - Present
J.P. Morgan June 2015 - August 2015
Schlumberger Business Consulting November 2012 - September 2014
Schlumberger October 2008 - October 2012
Maersk Oil May 2007 - August 2007
Skills
Corporate Finance, Strategy, Financial Analysis, Energy, Management Consulting, Oil & Gas Industry, Petroleum Engineering
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Boston University
Master of Science, Mechanical Engineering
Harvard Business School
Corporate Strategy
Harvard University, John F. Kennedy School of Government
Geopolitics of Energy
Dalian Yuming High
Sarah Braunstein's J.P. Morgan Experience June 2014 - August 2014
Job Prosek Apprentice at Prosek Partners
Industry Public Relations and Communications
Experience
Prosek Partners June 2015 - Present
Boston Globe Media January 2015 - May 2015
Sharon Merrill January 2015 - May 2015
Tier One Partners September 2014 - December 2014
J.P. Morgan June 2014 - August 2014
VERO Communications October 2013 - December 2013
Massachusetts State House October 2012 - August 2013
'47 Brand August 2011 - August 2013
Delta Gamma January 2013 - May 2013
Massachusetts Victory October 2012 - November 2012
Education
Boston University 2011 — 2015
Bachelor of Science (B.S.), Communication
Prosek Partners June 2015 - Present
Boston Globe Media January 2015 - May 2015
Sharon Merrill January 2015 - May 2015
Tier One Partners September 2014 - December 2014
J.P. Morgan June 2014 - August 2014
VERO Communications October 2013 - December 2013
Massachusetts State House October 2012 - August 2013
'47 Brand August 2011 - August 2013
Delta Gamma January 2013 - May 2013
Massachusetts Victory October 2012 - November 2012
Education
Boston University 2011 — 2015
Bachelor of Science (B.S.), Communication
Lisa Rogers Lisa Rogers's J.P. Morgan Experience 2001 - Present
Job Executive Director, Healthcare Investment Banking at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2001 - Present
Goldman Sachs 1992 - 2001
Moody's Investors Service 1987 - 1992
Skills
Financial Analysis, Fixed Income, Mergers & Acquisitions, Healthcare, Strategic Financial..., Strategic Partnerships, Capital Markets, Investment Banking, Finance
Education
Boston University
Bachelor's Degree, Registered Nursing/Registered Nurse
New York University
Master's Degree, Public Administration and Finance
J.P. Morgan 2001 - Present
Goldman Sachs 1992 - 2001
Moody's Investors Service 1987 - 1992
Skills
Financial Analysis, Fixed Income, Mergers & Acquisitions, Healthcare, Strategic Financial..., Strategic Partnerships, Capital Markets, Investment Banking, Finance
Education
Boston University
Bachelor's Degree, Registered Nursing/Registered Nurse
New York University
Master's Degree, Public Administration and Finance
Emily Theurer's J.P. Morgan Experience February 2013 - April 2013
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
State Street June 2014 - July 2015
Eaton Vance June 2013 - January 2014
J.P. Morgan February 2013 - April 2013
Office of Senator Scott Brown August 2012 - December 2012
Boston Duck Tours September 2011 - June 2012
Accounts Payable Office Boston University January 2012 - May 2012
Skills
Microsoft Excel, Teaching, Customer Service, Microsoft Word, Microsoft Office, Spanish, Data Analysis, Teamwork, Public Speaking, Event Planning, SAP, Final Cut Pro, Editing, Social Networking, SharePoint, Outlook, Morningstar Direct, Bloomberg, OBI, Lipper, Financial Analysis, Mutual Funds, Bloomberg Terminal, Account Reconciliation, Trade Review, Multi Currency Horizon...
Education
Boston University 2010 — 2014
Economics and Business Administration
Boston University London Programme 2013 — 2013
Economics and Finance
Burlington High School 2006 — 2010
State Street August 2015 - Present
State Street June 2014 - July 2015
Eaton Vance June 2013 - January 2014
J.P. Morgan February 2013 - April 2013
Office of Senator Scott Brown August 2012 - December 2012
Boston Duck Tours September 2011 - June 2012
Accounts Payable Office Boston University January 2012 - May 2012
Skills
Microsoft Excel, Teaching, Customer Service, Microsoft Word, Microsoft Office, Spanish, Data Analysis, Teamwork, Public Speaking, Event Planning, SAP, Final Cut Pro, Editing, Social Networking, SharePoint, Outlook, Morningstar Direct, Bloomberg, OBI, Lipper, Financial Analysis, Mutual Funds, Bloomberg Terminal, Account Reconciliation, Trade Review, Multi Currency Horizon...
Education
Boston University 2010 — 2014
Economics and Business Administration
Boston University London Programme 2013 — 2013
Economics and Finance
Burlington High School 2006 — 2010
Benjamin Boyd's J.P. Morgan Experience September 2012 - January 2013
Job Supervisor at McMasterCarr
Industry Logistics and Supply Chain
Experience
McMaster-Carr May 2014 - Present
Homrich Berg May 2012 - March 2014
Modern Real Estate Inc November 2010 - May 2013
J.P. Morgan September 2012 - January 2013
Morgan Stanley Smith Barney September 2011 - December 2011
State Financial Services March 2011 - September 2011
Ross & Company June 2011 - August 2011
Sterling Insurance, A Windsor Health Group Company May 2010 - August 2010
Skills
Financial Analysis, Investments, Financial Modeling, Bloomberg Terminal, Strategic Financial..., Valuation, Asset Allocation, Microsoft Excel, Wealth Management, Portfolio Management, Investment Management, Retirement Planning, PowerPoint, DCF, Asset Managment, Bloomberg, Microsoft Office, Equity Research
Education
Boston University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The Harvey School 2007 — 2009
HS Diploma
McMaster-Carr May 2014 - Present
Homrich Berg May 2012 - March 2014
Modern Real Estate Inc November 2010 - May 2013
J.P. Morgan September 2012 - January 2013
Morgan Stanley Smith Barney September 2011 - December 2011
State Financial Services March 2011 - September 2011
Ross & Company June 2011 - August 2011
Sterling Insurance, A Windsor Health Group Company May 2010 - August 2010
Skills
Financial Analysis, Investments, Financial Modeling, Bloomberg Terminal, Strategic Financial..., Valuation, Asset Allocation, Microsoft Excel, Wealth Management, Portfolio Management, Investment Management, Retirement Planning, PowerPoint, DCF, Asset Managment, Bloomberg, Microsoft Office, Equity Research
Education
Boston University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
The Harvey School 2007 — 2009
HS Diploma
Alejandro Burkle Alejandro Burkle's J.P. Morgan Experience June 2010 - August 2010
Job CEO at OwlEYE | Consultant at Accenture | Translator of Ideas Into Reality.
Industry Information Technology and Services
Experience
Accenture April 2015 - Present
OwlEYE November 2010 - Present
Accenture May 2014 - April 2015
Accenture January 2012 - May 2014
PwC May 2011 - July 2011
J.P. Morgan June 2010 - August 2010
MR Bookstore April 2008 - August 2009
Education
Boston University
Master of Science (M.S.), Computer Information Systems
The University of Dallas 2009 — 2012
BA, Business, 3.6
John Paul II High School 2006 — 2009
3.9
Accenture April 2015 - Present
OwlEYE November 2010 - Present
Accenture May 2014 - April 2015
Accenture January 2012 - May 2014
PwC May 2011 - July 2011
J.P. Morgan June 2010 - August 2010
MR Bookstore April 2008 - August 2009
Education
Boston University
Master of Science (M.S.), Computer Information Systems
The University of Dallas 2009 — 2012
BA, Business, 3.6
John Paul II High School 2006 — 2009
3.9
Mark Kalen's J.P. Morgan Experience 2010 - 2012
Job Director Product Strategy and Marketing
Industry Information Technology and Services
Experience
Intralinks 2014 - Present
Wolters Kluwer 2013 - 2014
J.P. Morgan 2010 - 2012
Fidelity 2007 - 2010
State Street 1999 - 2006
Deloitte & Touche 1996 - 1999
Skills
Product Management, Strategy, Product Development, Competitive Analysis, Analytics, Product Marketing, Market Analysis, Market Research, Business Case, Product Launch, Pricing, Cross-functional Team..., Enterprise Software, Product Roadmap, SDLC, Software as a Service, Go-to-Market, Relationship Management, Customer Focus Groups, Customer Advisory Boards, Sales Enablement, Vendor Management, Strategic Planning, User Experience, Agile Methodologies, Segmentation, Business Requirements, Analysis, Mutual Funds, Management
Education
Boston University Graduate School of Management
MBA, Strategy
University of Rhode Island
Bachelor of Arts, Communications & Economics
Pragmatic Marketing
Certified Level 5
Intralinks 2014 - Present
Wolters Kluwer 2013 - 2014
J.P. Morgan 2010 - 2012
Fidelity 2007 - 2010
State Street 1999 - 2006
Deloitte & Touche 1996 - 1999
Skills
Product Management, Strategy, Product Development, Competitive Analysis, Analytics, Product Marketing, Market Analysis, Market Research, Business Case, Product Launch, Pricing, Cross-functional Team..., Enterprise Software, Product Roadmap, SDLC, Software as a Service, Go-to-Market, Relationship Management, Customer Focus Groups, Customer Advisory Boards, Sales Enablement, Vendor Management, Strategic Planning, User Experience, Agile Methodologies, Segmentation, Business Requirements, Analysis, Mutual Funds, Management
Education
Boston University Graduate School of Management
MBA, Strategy
University of Rhode Island
Bachelor of Arts, Communications & Economics
Pragmatic Marketing
Certified Level 5
Sebastian Marti's J.P. Morgan Experience March 2015 - Present
Job Internal Client Advisor Associate, Offshore Funds
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Columbus Advisory Group October 2013 - March 2015
National Securities Corporation January 2010 - October 2013
Education
Boston University 2007 — 2009
Bachelor of Arts (B.A.), Economics
J.P. Morgan March 2015 - Present
Columbus Advisory Group October 2013 - March 2015
National Securities Corporation January 2010 - October 2013
Education
Boston University 2007 — 2009
Bachelor of Arts (B.A.), Economics
Harry DeBari Harry DeBari's J.P. Morgan Experience May 1985 - May 1986
Job Entrepreneurial Executive | CEO
Industry Legal Services
Experience
DiscoveryWorks Global January 2004 - Present
DeBari Associates June 1987 - March 1999
Lewis L. Glucksman & Company May 1986 - May 1987
J.P. Morgan May 1985 - May 1986
Skills
Entrepreneurship, Litigation Support, Corporate Law, Business Development, Litigation, Mergers & Acquisitions, Legal Assistance, Business Strategy, Strategic Planning, Contract Negotiation, Due Diligence, Corporate Governance, Management, Document Management, Document Review, Consulting, Strategy, Start-ups, New Business Development
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
BS, Finance & Accounting
Boston University - School of Management 1982 — 1983
Business Administration and Management
International Culinary Center 1999 — 2000
Le Grand Diplome, Culinary Arts/Chef Training
Westwood High School, Westwood NJ 1979 — 1982
DiscoveryWorks Global January 2004 - Present
DeBari Associates June 1987 - March 1999
Lewis L. Glucksman & Company May 1986 - May 1987
J.P. Morgan May 1985 - May 1986
Skills
Entrepreneurship, Litigation Support, Corporate Law, Business Development, Litigation, Mergers & Acquisitions, Legal Assistance, Business Strategy, Strategic Planning, Contract Negotiation, Due Diligence, Corporate Governance, Management, Document Management, Document Review, Consulting, Strategy, Start-ups, New Business Development
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
BS, Finance & Accounting
Boston University - School of Management 1982 — 1983
Business Administration and Management
International Culinary Center 1999 — 2000
Le Grand Diplome, Culinary Arts/Chef Training
Westwood High School, Westwood NJ 1979 — 1982
Greg Caporale's J.P. Morgan Experience 2011 - 2014
Job MBA, Finance Consultant at RGP
Industry Financial Services
Experience
RGP 2015 - Present
J.P. Morgan 2011 - 2014
State Street 2007 - 2011
Mercer 2005 - 2007
Skills
Financial Reporting, Mutual Funds, ETFs, Investment Products, Financial Accounting, Retirement Plans, Private Equity, Private Equity Funding, Real Estate Private..., Expense Management, Supervising Others, Client Service Oriented, Financial Services, Financial Operations, Equities, Securities, Cash Management, Investments, Alternative Investments, Analysis, Investment Banking, Retirement Planning, Management, Fixed Income, Financial Analysis
Education
Northeastern University 2008 — 2011
MBA, Accounting & Investments
Boston University 2001 — 2005
BSBA, International Management & Organizational Behavior, Magna cum Laude
RGP 2015 - Present
J.P. Morgan 2011 - 2014
State Street 2007 - 2011
Mercer 2005 - 2007
Skills
Financial Reporting, Mutual Funds, ETFs, Investment Products, Financial Accounting, Retirement Plans, Private Equity, Private Equity Funding, Real Estate Private..., Expense Management, Supervising Others, Client Service Oriented, Financial Services, Financial Operations, Equities, Securities, Cash Management, Investments, Alternative Investments, Analysis, Investment Banking, Retirement Planning, Management, Fixed Income, Financial Analysis
Education
Northeastern University 2008 — 2011
MBA, Accounting & Investments
Boston University 2001 — 2005
BSBA, International Management & Organizational Behavior, Magna cum Laude
Carmen Lopez, CAMS Carmen Lopez, CAMS's J.P. Morgan Experience September 2008 - Present
Job Client Service Representative at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2008 - Present
ACAMS 2012 - 2013
J.P. Morgan August 2004 - September 2008
The Winchester Group May 1998 - March 2004
Donaldson, Lufkin & Jenrette February 1996 - May 1998
Skills
Fluent in Spanish, Proficient in Microsoft..., Knowledgeable in..., Series 7, Equities, Fixed Income, Investments, AML, Securities, Mutual Funds, Financial Services, KYC, FINRA, Wealth Management, Asset Management, Risk Management
Education
New York University 1999 — 2000
Diploma, Paralegal Studies
Boston University 1991 — 1995
Bachelor of Arts (B.A.), Economics & Latin American Studies
J.P. Morgan September 2008 - Present
ACAMS 2012 - 2013
J.P. Morgan August 2004 - September 2008
The Winchester Group May 1998 - March 2004
Donaldson, Lufkin & Jenrette February 1996 - May 1998
Skills
Fluent in Spanish, Proficient in Microsoft..., Knowledgeable in..., Series 7, Equities, Fixed Income, Investments, AML, Securities, Mutual Funds, Financial Services, KYC, FINRA, Wealth Management, Asset Management, Risk Management
Education
New York University 1999 — 2000
Diploma, Paralegal Studies
Boston University 1991 — 1995
Bachelor of Arts (B.A.), Economics & Latin American Studies
Andrew McElroy Andrew McElroy's J.P. Morgan Experience 2007 - 2007
Job Associate at Latham & Watkins
Industry Legal Services
Experience
Latham & Watkins January 2015 - Present
Sullivan & Cromwell LLP September 2012 - January 2015
Latham & Watkins June 2011 - August 2011
J.P. Morgan 2007 - 2007
Morgan Stanley May 2004 - August 2004
Skills
Private Equity, Venture Capital, Hedge Funds, Financial Modeling, Asset Management, Alternative Investments
Education
Stanford University Law School 2010 — 2012
JD, Law
Boston College Law School 2009 — 2010
JD
Princeton University 2007 — 2009
Master in Finance, Finance
Brown University 2002 — 2006
Sc.B., Applied Mathematics - Economics
Groton School 1997 — 2002
Latham & Watkins January 2015 - Present
Sullivan & Cromwell LLP September 2012 - January 2015
Latham & Watkins June 2011 - August 2011
J.P. Morgan 2007 - 2007
Morgan Stanley May 2004 - August 2004
Skills
Private Equity, Venture Capital, Hedge Funds, Financial Modeling, Asset Management, Alternative Investments
Education
Stanford University Law School 2010 — 2012
JD, Law
Boston College Law School 2009 — 2010
JD
Princeton University 2007 — 2009
Master in Finance, Finance
Brown University 2002 — 2006
Sc.B., Applied Mathematics - Economics
Groton School 1997 — 2002
Dorothea M. Nelson's J.P. Morgan Experience September 2009 - December 2013
Job Bond Producer at Twinbrook Insurance Brokerage
Industry Insurance
Experience
Twinbrook Insurance Brokerage October 2014 - Present
J.P. Morgan September 2009 - December 2013
Fidelity Investments May 2008 - September 2009
Fidelity Investments June 2007 - January 2008
Skills
Series 7, Series 63
Education
Boston University 2004 — 2008
Bachelor of Business Administration (BBA)
Fontbonne Academy 2000 — 2004
Twinbrook Insurance Brokerage October 2014 - Present
J.P. Morgan September 2009 - December 2013
Fidelity Investments May 2008 - September 2009
Fidelity Investments June 2007 - January 2008
Skills
Series 7, Series 63
Education
Boston University 2004 — 2008
Bachelor of Business Administration (BBA)
Fontbonne Academy 2000 — 2004
Margaret Bernard Margaret Bernard's J.P. Morgan Experience October 2012 - November 2012
Job Financial Advisor at EY
Industry Financial Services
Experience
EY September 2014 - Present
EY June 2013 - August 2013
J.P. Morgan October 2012 - November 2012
PNC May 2012 - August 2012
Skills
Data Analysis, Microsoft Excel, Risk Management, PowerPoint, Visio, Mathematics, Bloomberg Terminal, CCAR, Financial Services, Financial Modeling, Research, Financial Analysis
Education
Wake Forest University 2010 — 2014
Bachelor's degree, Mathematical Business
Boston University 2012 — 2012
Finance and Economics
EY September 2014 - Present
EY June 2013 - August 2013
J.P. Morgan October 2012 - November 2012
PNC May 2012 - August 2012
Skills
Data Analysis, Microsoft Excel, Risk Management, PowerPoint, Visio, Mathematics, Bloomberg Terminal, CCAR, Financial Services, Financial Modeling, Research, Financial Analysis
Education
Wake Forest University 2010 — 2014
Bachelor's degree, Mathematical Business
Boston University 2012 — 2012
Finance and Economics
Michael Kalavritinos's J.P. Morgan Experience 2005 - 2007
Job Deputy Head, Global Client Management Latin America at BNY Mellon
Industry Banking
Experience
BNY Mellon May 2014 - Present
BNY Mellon January 2013 - June 2014
BNY Mellon October 2013 - December 2013
The Bank of New York Mellon May 2007 - December 2012
J.P. Morgan 2005 - 2007
Deutsche Bank 1999 - 2005
SBC Warburg 1996 - 1999
Wellington Management 1996 - 1997
Mellon Bank 1993 - 1996
Skills
Asset Management, Banking, Capital Markets, Risk Management, Strategic Planning, Portfolio Management, Negotiation, Investments, Business Strategy, Emerging Markets, Fluent in Spanish,..., Business Development, Finance, Asset Managment, Alternative Investments, Financial Services, Management, Strategy, Latin America, Financial Risk, Leadership, International Business, Securities, Fixed Income, Derivatives, Equities, Hedge Funds, Financial Markets, FX Options
Education
Boston University 1989 — 1990
MA, International Relations and Affairs
The Citadel 1984 — 1988
BA, Political Science and Government
ACS 1980 — 1984
High School, High School/Secondary Diplomas and Certificates
SFQC
BNY Mellon May 2014 - Present
BNY Mellon January 2013 - June 2014
BNY Mellon October 2013 - December 2013
The Bank of New York Mellon May 2007 - December 2012
J.P. Morgan 2005 - 2007
Deutsche Bank 1999 - 2005
SBC Warburg 1996 - 1999
Wellington Management 1996 - 1997
Mellon Bank 1993 - 1996
Skills
Asset Management, Banking, Capital Markets, Risk Management, Strategic Planning, Portfolio Management, Negotiation, Investments, Business Strategy, Emerging Markets, Fluent in Spanish,..., Business Development, Finance, Asset Managment, Alternative Investments, Financial Services, Management, Strategy, Latin America, Financial Risk, Leadership, International Business, Securities, Fixed Income, Derivatives, Equities, Hedge Funds, Financial Markets, FX Options
Education
Boston University 1989 — 1990
MA, International Relations and Affairs
The Citadel 1984 — 1988
BA, Political Science and Government
ACS 1980 — 1984
High School, High School/Secondary Diplomas and Certificates
SFQC
Grant Heinitz Grant Heinitz's J.P. Morgan Experience August 2010 - February 2011
Job Vice President at Marsh & McLennan Companies, Inc.
Industry Capital Markets
Experience
Marsh & McLennan Companies, Inc. May 2012 - Present
PTS / Arctic Express July 2011 - March 2012
J.P. Morgan August 2010 - February 2011
Wells Fargo Advisors October 2006 - August 2010
MORGAN STANLEY January 2006 - October 2006
Sagemark Consulting May 2001 - August 2005
United States Marine Corps June 1997 - June 2001
Skills
Access, Financial Analysis, Financial Planning, Financial Reporting, Business Analysis, Analytics, Business Intelligence, Business Strategy, Business Planning, Business Management, Excel, Process Improvement, Operational Efficiency, Efficiency Improvement, Program Management, Account Management, Management Consulting, Portfolio Strategy, Portfolio Management, Investment Strategies, Investments, Weather Derivatives, Insurance Linked..., Strategic Financial..., Microsoft Excel, Entrepreneurship, Start-ups, Asset Management, Business Development
Education
Saint Mary's College of California 2010 — 2011
MBA, Finance, 3.6
California State University-East Bay 2008 — 2010
BS, Corporate Management
Boston University 2008 — 2009
CFP, Certificate in Financial Planning
University of California, San Diego 2001 — 2005
BA, Political Science with an emphasis in American Politics
Marsh & McLennan Companies, Inc. May 2012 - Present
PTS / Arctic Express July 2011 - March 2012
J.P. Morgan August 2010 - February 2011
Wells Fargo Advisors October 2006 - August 2010
MORGAN STANLEY January 2006 - October 2006
Sagemark Consulting May 2001 - August 2005
United States Marine Corps June 1997 - June 2001
Skills
Access, Financial Analysis, Financial Planning, Financial Reporting, Business Analysis, Analytics, Business Intelligence, Business Strategy, Business Planning, Business Management, Excel, Process Improvement, Operational Efficiency, Efficiency Improvement, Program Management, Account Management, Management Consulting, Portfolio Strategy, Portfolio Management, Investment Strategies, Investments, Weather Derivatives, Insurance Linked..., Strategic Financial..., Microsoft Excel, Entrepreneurship, Start-ups, Asset Management, Business Development
Education
Saint Mary's College of California 2010 — 2011
MBA, Finance, 3.6
California State University-East Bay 2008 — 2010
BS, Corporate Management
Boston University 2008 — 2009
CFP, Certificate in Financial Planning
University of California, San Diego 2001 — 2005
BA, Political Science with an emphasis in American Politics
Felicia O'Connor Felicia O'Connor's J.P. Morgan Experience June 2013 - Present
Job Recruiter at J.P. Morgan
Industry Staffing and Recruiting
Experience
J.P. Morgan June 2013 - Present
Abacus Group, LLC June 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Outlook, SPSS, Leadership, Customer Service, Social Media, Management, Recruiting, Human Resources, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Networking, Sourcing, Reference Checking, Advertising, Interviews
Education
Fordham University 2007 — 2011
Bachelor of Science, Psychology
Boston Latin School 2001 — 2007
High School Diploma
J.P. Morgan June 2013 - Present
Abacus Group, LLC June 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Outlook, SPSS, Leadership, Customer Service, Social Media, Management, Recruiting, Human Resources, Applicant Tracking..., Talent Acquisition, Internet Recruiting, Networking, Sourcing, Reference Checking, Advertising, Interviews
Education
Fordham University 2007 — 2011
Bachelor of Science, Psychology
Boston Latin School 2001 — 2007
High School Diploma
Mala Sharma Mala Sharma's J.P. Morgan Experience September 2009 - June 2012
Job Associate Brand Manager Spirits at E. & J. Gallo Winery
Industry Consumer Goods
Experience
E. & J. Gallo Winery August 2014 - Present
E. & J. Gallo Winery June 2013 - May 2014
J.P. Morgan September 2009 - June 2012
JP Morgan May 2007 - September 2009
Anheuser-Busch Companies May 2005 - September 2006
Skills
Cash Management, Cash, Payments, Product Management, Product Development, FX, Manufacturing..., Manufacturing Management, Brewing, Forecasting, Manufacturing..., Strategy, FX Options, Portfolio Management, Financial Services, Analysis, Financial Modeling, Management, Cross-functional Team..., Analytics, Valuation, Mergers & Acquisitions, Emerging Markets, Business Strategy, Competitive Analysis, Management Consulting, Brand Management
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General, Strategy
Boston University 2003 — 2007
BS, Manufacturing Engineering
E. & J. Gallo Winery August 2014 - Present
E. & J. Gallo Winery June 2013 - May 2014
J.P. Morgan September 2009 - June 2012
JP Morgan May 2007 - September 2009
Anheuser-Busch Companies May 2005 - September 2006
Skills
Cash Management, Cash, Payments, Product Management, Product Development, FX, Manufacturing..., Manufacturing Management, Brewing, Forecasting, Manufacturing..., Strategy, FX Options, Portfolio Management, Financial Services, Analysis, Financial Modeling, Management, Cross-functional Team..., Analytics, Valuation, Mergers & Acquisitions, Emerging Markets, Business Strategy, Competitive Analysis, Management Consulting, Brand Management
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General, Strategy
Boston University 2003 — 2007
BS, Manufacturing Engineering
Chapmann Chen's J.P. Morgan Experience July 2012 - August 2012
Job Campus Ambassador at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Boston University Finance and Investment Club January 2013 - Present
Fidelity Investments June 2015 - August 2015
THE ICONIC March 2015 - April 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Comptroller John Liu for Mayor July 2013 - August 2013
J.P. Morgan July 2012 - August 2012
NASA September 2011 - November 2011
Skills
Research, Microsoft Excel, Team Leadership, Bloomberg Terminal, Public Speaking, Finance, Equity Research, Financial Analysis, Regression Analysis, Monte Carlo Simulation, Microsoft Office
Education
Boston University 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting
Brooklyn Technical High School 2008 — 2012
Fidelity Investments August 2015 - Present
Boston University Finance and Investment Club January 2013 - Present
Fidelity Investments June 2015 - August 2015
THE ICONIC March 2015 - April 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Comptroller John Liu for Mayor July 2013 - August 2013
J.P. Morgan July 2012 - August 2012
NASA September 2011 - November 2011
Skills
Research, Microsoft Excel, Team Leadership, Bloomberg Terminal, Public Speaking, Finance, Equity Research, Financial Analysis, Regression Analysis, Monte Carlo Simulation, Microsoft Office
Education
Boston University 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Accounting
Brooklyn Technical High School 2008 — 2012
Vincent Di Paola's J.P. Morgan Experience July 2015 - Present
Job Analyst at JP Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Reardon Law Office LLC August 2013 - Present
Inéa Conseil May 2014 - July 2014
Turbo Power Incorporated June 2011 - February 2013
Boston University September 2012 - December 2012
Petruccelli International June 2009 - August 2012
Skills
Microeconomics, Macroeconomics, Differential Equations, Multivariable Calculus, Statistics, Data Analysis, Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Social Media, Social Networking, Research, Event Planning, Customer Service, Economics, Leadership, Blogging
Education
Boston University 2011 — 2015
Bachelor of Arts (BA), Economics with a Minor in Political Science
Glen Cove High School 2007 — 2011
High School Diploma
J.P. Morgan July 2015 - Present
Reardon Law Office LLC August 2013 - Present
Inéa Conseil May 2014 - July 2014
Turbo Power Incorporated June 2011 - February 2013
Boston University September 2012 - December 2012
Petruccelli International June 2009 - August 2012
Skills
Microeconomics, Macroeconomics, Differential Equations, Multivariable Calculus, Statistics, Data Analysis, Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Social Media, Social Networking, Research, Event Planning, Customer Service, Economics, Leadership, Blogging
Education
Boston University 2011 — 2015
Bachelor of Arts (BA), Economics with a Minor in Political Science
Glen Cove High School 2007 — 2011
High School Diploma
Abdelmjid El hadiouy Abdelmjid El hadiouy's J.P. Morgan Experience September 2011 - February 2012
Job Financial Services Representative at American Express
Industry Financial Services
Experience
American Express June 2012 - Present
J.P. Morgan September 2011 - February 2012
State Street 2008 - 2008
Bank of America 2007 - 2008
Education
Cambridge College 2007 — 2011
bachelor of science, Business managment
Year Up 2007 — 2008
Boston University
Northeastern University
American Express June 2012 - Present
J.P. Morgan September 2011 - February 2012
State Street 2008 - 2008
Bank of America 2007 - 2008
Education
Cambridge College 2007 — 2011
bachelor of science, Business managment
Year Up 2007 — 2008
Boston University
Northeastern University
Michael Boccafola Michael Boccafola's J.P. Morgan Experience June 1990 - November 1995
Job Software Development Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters June 1997 - Present
Dreyfus Corporation December 1995 - June 1997
J.P. Morgan June 1990 - November 1995
Skills
SQL, Java, Software Development, Software Project..., Agile Methodologies, Requirements Analysis, Enterprise Architecture
Education
Columbia University in the City of New York 1986 — 1990
Bachelor's Degree, Industrial Engineering
Boston University
Master of Science, Computer Information Systems - Concentration in Security
Thomson Reuters June 1997 - Present
Dreyfus Corporation December 1995 - June 1997
J.P. Morgan June 1990 - November 1995
Skills
SQL, Java, Software Development, Software Project..., Agile Methodologies, Requirements Analysis, Enterprise Architecture
Education
Columbia University in the City of New York 1986 — 1990
Bachelor's Degree, Industrial Engineering
Boston University
Master of Science, Computer Information Systems - Concentration in Security
Daniel Hoffe Daniel Hoffe's J.P. Morgan Experience August 2013 - Present
Job Executive Director at JP Morgan
Industry Banking
Experience
J.P. Morgan August 2013 - Present
BB&T September 2010 - August 2013
U.S. Trust, Bank of America, Private Wealth Management 2006 - 2009
Skills
Wealth Management, Credit, Certified Financial..., Estate Planning, Investment Strategies, Banking
Education
University of South Florida - College of Business Administration 2003 — 2005
MBA, Business Administration and Management, General
Boston College Law School 1991 — 1994
1994, law
Brown University 1985 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs
J.P. Morgan August 2013 - Present
BB&T September 2010 - August 2013
U.S. Trust, Bank of America, Private Wealth Management 2006 - 2009
Skills
Wealth Management, Credit, Certified Financial..., Estate Planning, Investment Strategies, Banking
Education
University of South Florida - College of Business Administration 2003 — 2005
MBA, Business Administration and Management, General
Boston College Law School 1991 — 1994
1994, law
Brown University 1985 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs
Christopher Isaacs Christopher Isaacs's J.P. Morgan Experience August 2011 - June 2015
Job Associate at Kramer Levin Naftalis & Frankel LLP
Industry Legal Services
Experience
J.P. Morgan August 2011 - June 2015
Axiom 2010 - 2011
Goldman Sachs 2010 - 2010
Criminal Justice Act Panel - Third Circuit Court of Appeals 2009 - 2010
White & Case 2008 - 2009
White & Case LLP 2007 - 2007
White & Case LLP 2006 - 2006
Skills
Corporate Law, Corporate Governance, Securities Regulation, Legal Research, Legal Writing, Legal Advice
Education
Brooklyn Law School 2005 — 2008
J.D., Law
Boston University 1999 — 2003
J.P. Morgan August 2011 - June 2015
Axiom 2010 - 2011
Goldman Sachs 2010 - 2010
Criminal Justice Act Panel - Third Circuit Court of Appeals 2009 - 2010
White & Case 2008 - 2009
White & Case LLP 2007 - 2007
White & Case LLP 2006 - 2006
Skills
Corporate Law, Corporate Governance, Securities Regulation, Legal Research, Legal Writing, Legal Advice
Education
Brooklyn Law School 2005 — 2008
J.D., Law
Boston University 1999 — 2003
Kristin (Cuscela) Siano's J.P. Morgan Experience November 2003 - September 2004
Job ESL Tutor at State University of New York/Westchester
Industry Higher Education
Experience
State University of New York at Westchester September 2013 - Present
Freelance Writer and Editor September 2004 - Present
J.P. Morgan November 2003 - September 2004
AllianceBernstein June 2000 - November 2003
US Rep Phil English 1994 - 1996
Skills
Creative Writing, Content Development, Copy Editing, Editorial, Social Media
Education
Boston University
Master's degree, Journalism
Lehigh University
Bachelor of Arts (B.A.), Journalism
State University of New York at Westchester September 2013 - Present
Freelance Writer and Editor September 2004 - Present
J.P. Morgan November 2003 - September 2004
AllianceBernstein June 2000 - November 2003
US Rep Phil English 1994 - 1996
Skills
Creative Writing, Content Development, Copy Editing, Editorial, Social Media
Education
Boston University
Master's degree, Journalism
Lehigh University
Bachelor of Arts (B.A.), Journalism
Jessica Jimenez, J.D. Jessica Jimenez, J.D.'s J.P. Morgan Experience July 1997 - September 1997
Job Graduate of Boston College Law
Industry Financial Services
Experience
IDC 2014 - Present
BASTIAN LAW OFFICES May 2013 - August 2013
PETER J. KELLEY & ASSOCIATES May 2012 - August 2012
AMERICAN STOCK EXCHANGE January 2005 - January 2008
AMERICAN STOCK EXCHANGE May 2000 - January 2005
Nasdaq July 1998 - May 2000
J.P. Morgan July 1997 - September 1997
Skills
Adept at negotiating..., Proficient at mediating..., Experienced at..., Versed in the critical..., Financial Analysis, Trials, Financial Risk, Strategy, Management, Legal Writing, Legal Research, Analysis, Business Development
Education
Boston College Law School 2011 — 2014
Juris Doctor Degree
Fordham University 2007 — 2011
Bachelor of Arts degree in Political Science and Sociology
IDC 2014 - Present
BASTIAN LAW OFFICES May 2013 - August 2013
PETER J. KELLEY & ASSOCIATES May 2012 - August 2012
AMERICAN STOCK EXCHANGE January 2005 - January 2008
AMERICAN STOCK EXCHANGE May 2000 - January 2005
Nasdaq July 1998 - May 2000
J.P. Morgan July 1997 - September 1997
Skills
Adept at negotiating..., Proficient at mediating..., Experienced at..., Versed in the critical..., Financial Analysis, Trials, Financial Risk, Strategy, Management, Legal Writing, Legal Research, Analysis, Business Development
Education
Boston College Law School 2011 — 2014
Juris Doctor Degree
Fordham University 2007 — 2011
Bachelor of Arts degree in Political Science and Sociology
Alex Rudkovsky Alex Rudkovsky's J.P. Morgan Experience February 2013 - August 2014
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners Investment Management August 2014 - Present
J.P. Morgan February 2013 - August 2014
US Army January 2001 - January 2013
Skills
Leadership, Risk Management, Program Management, Financial Analysis, Investments, Management, Asset Management, Financial Risk, Financial Modeling, Project Management
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Boston University 2008 — 2010
Master of Science (M.S.)
Pace University 2000 — 2005
Bachelor of Science (B.S.)
Guggenheim Partners Investment Management August 2014 - Present
J.P. Morgan February 2013 - August 2014
US Army January 2001 - January 2013
Skills
Leadership, Risk Management, Program Management, Financial Analysis, Investments, Management, Asset Management, Financial Risk, Financial Modeling, Project Management
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
Boston University 2008 — 2010
Master of Science (M.S.)
Pace University 2000 — 2005
Bachelor of Science (B.S.)
Daniela DeConti's J.P. Morgan Experience February 2013 - April 2013
Job Business Analyst at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. July 2014 - Present
Boston University August 2013 - August 2014
Boston University School of Management January 2011 - May 2014
New Bedford Housing Authority June 2011 - January 2014
J.P. Morgan February 2013 - April 2013
New Bedford Economic Development Council June 2012 - August 2012
Boston University September 2011 - March 2012
Naval Undersea Warfare Center June 2008 - August 2008
Skills
Data Analysis, Time Management, Qualitative Research, PowerPoint, Microsoft Excel, Inventory Management, Inventory Analysis, Budget Monitoring, Financial Analysis, Operational Efficiency, Markitwire, JavaScript, Lotus Notes, Matlab, Stata, Microsoft Office, Microsoft Word, Prezi, Conversational Italian, Youth Mentoring, Volunteer Management, Online Research, Cost Reduction..., Communication Skills, Leadership, Community Development, Team Leadership, Leadership Development, Customer Service, Analysis, Research, SAS
Education
Boston University 2010 — 2014
Bachelor of Arts (BA), Economics/Mathematics
Boston University: London Campus 2013 — 2013
Bachelor's Degree, Economics/Mathematics
New Bedford High School 2006 — 2010
Friends Academy 1998 — 2006
Santander Bank, N.A. July 2014 - Present
Boston University August 2013 - August 2014
Boston University School of Management January 2011 - May 2014
New Bedford Housing Authority June 2011 - January 2014
J.P. Morgan February 2013 - April 2013
New Bedford Economic Development Council June 2012 - August 2012
Boston University September 2011 - March 2012
Naval Undersea Warfare Center June 2008 - August 2008
Skills
Data Analysis, Time Management, Qualitative Research, PowerPoint, Microsoft Excel, Inventory Management, Inventory Analysis, Budget Monitoring, Financial Analysis, Operational Efficiency, Markitwire, JavaScript, Lotus Notes, Matlab, Stata, Microsoft Office, Microsoft Word, Prezi, Conversational Italian, Youth Mentoring, Volunteer Management, Online Research, Cost Reduction..., Communication Skills, Leadership, Community Development, Team Leadership, Leadership Development, Customer Service, Analysis, Research, SAS
Education
Boston University 2010 — 2014
Bachelor of Arts (BA), Economics/Mathematics
Boston University: London Campus 2013 — 2013
Bachelor's Degree, Economics/Mathematics
New Bedford High School 2006 — 2010
Friends Academy 1998 — 2006
George Lilov's J.P. Morgan Experience October 2010 - December 2010
Job Summer Associate at DLA Piper
Industry Law Practice
Experience
DLA Piper May 2014 - Present
Professor Kristine Kalanges, University of Notre Dame Law School May 2014 - May 2014
City of Chicago, Department of Law January 2014 - April 2014
ACCION International June 2013 - August 2013
State Street Bank October 2011 - May 2012
Language International May 2011 - August 2011
J.P. Morgan October 2010 - December 2010
Massachusetts State House & Senate February 2010 - June 2010
Education
University of Notre Dame Law School 2012 — 2015
Juris Doctor
Boston University 2008 — 2011
Economics, International Relations
DLA Piper May 2014 - Present
Professor Kristine Kalanges, University of Notre Dame Law School May 2014 - May 2014
City of Chicago, Department of Law January 2014 - April 2014
ACCION International June 2013 - August 2013
State Street Bank October 2011 - May 2012
Language International May 2011 - August 2011
J.P. Morgan October 2010 - December 2010
Massachusetts State House & Senate February 2010 - June 2010
Education
University of Notre Dame Law School 2012 — 2015
Juris Doctor
Boston University 2008 — 2011
Economics, International Relations
Ed Berman Ed Berman's J.P. Morgan Experience April 2013 - Present
Job Risk Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
The PrinceRidge Group October 2008 - April 2013
Dillon Read Capital Management / UBS Investment Bank 2006 - 2008
Nomura Securities 2000 - 2006
Capital Market Risk Advisors 1999 - 2000
Bear Stearns & Co, Inc 1996 - 1998
Skills
Derivatives, Market Risk, Trading, Portfolio Management, Fixed Income, Options, Hedge Funds, Structured Products, Credit Risk, Financial Risk
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance/Statistics
Boston University
Doctor of Philosophy (Ph.D.), Physical Chemistry
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas)
Master of Science (M.S.), Chemical Engineering
J.P. Morgan April 2013 - Present
The PrinceRidge Group October 2008 - April 2013
Dillon Read Capital Management / UBS Investment Bank 2006 - 2008
Nomura Securities 2000 - 2006
Capital Market Risk Advisors 1999 - 2000
Bear Stearns & Co, Inc 1996 - 1998
Skills
Derivatives, Market Risk, Trading, Portfolio Management, Fixed Income, Options, Hedge Funds, Structured Products, Credit Risk, Financial Risk
Education
New York University, Stern School of Business
Master of Business Administration (MBA), Finance/Statistics
Boston University
Doctor of Philosophy (Ph.D.), Physical Chemistry
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas)
Master of Science (M.S.), Chemical Engineering
Ramona Barrett's J.P. Morgan Experience June 2010 - August 2010
Job J.D. Candidate at Boston College Law School
Industry Management Consulting
Experience
Goldman Sachs June 2015 - August 2015
Accenture June 2011 - May 2014
J.P. Morgan June 2010 - August 2010
FUNDES June 2009 - August 2009
Skills
Financial Modeling, Management Consulting, Data Analysis, Competitive Analysis, Business Process..., Strategy, Financial Analysis, Business Analysis, Valuation, Analytics, Strategic Planning, Corporate Finance, Program Management, Risk Management
Education
Boston College Law School 2014 — 2017
Doctor of Law (J.D.)
Spelman College 2007 — 2011
Bachelor of Arts (B.A.)
Instituto Internacional en España
Goldman Sachs June 2015 - August 2015
Accenture June 2011 - May 2014
J.P. Morgan June 2010 - August 2010
FUNDES June 2009 - August 2009
Skills
Financial Modeling, Management Consulting, Data Analysis, Competitive Analysis, Business Process..., Strategy, Financial Analysis, Business Analysis, Valuation, Analytics, Strategic Planning, Corporate Finance, Program Management, Risk Management
Education
Boston College Law School 2014 — 2017
Doctor of Law (J.D.)
Spelman College 2007 — 2011
Bachelor of Arts (B.A.)
Instituto Internacional en España
Mark J. Mezzullo, LEED AP's J.P. Morgan Experience 1995 - 1998
Job Senior Project Manager at Jones Lang LaSalle
Industry Commercial Real Estate
Experience
Jones Lang LaSalle April 2012 - Present
Jones Lang LaSalle February 2012 - March 2012
Jones Lang LaSalle October 2011 - January 2012
Jones Lang LaSalle August 2008 - April 2010
Tulfra Realty February 2006 - August 2008
CB Richard Ellis January 2003 - 2005
The Shorenstein Company June 1999 - January 2003
J.P. Morgan 1995 - 1998
Education
Boston University 1979 — 1982
BA
Jones Lang LaSalle April 2012 - Present
Jones Lang LaSalle February 2012 - March 2012
Jones Lang LaSalle October 2011 - January 2012
Jones Lang LaSalle August 2008 - April 2010
Tulfra Realty February 2006 - August 2008
CB Richard Ellis January 2003 - 2005
The Shorenstein Company June 1999 - January 2003
J.P. Morgan 1995 - 1998
Education
Boston University 1979 — 1982
BA
Pedro Loffredi's J.P. Morgan Experience January 2012 - July 2013
Job XP Sec Global Fixed Income Trading
Industry Banking
Experience
XP Securities January 2015 - Present
J.P. Morgan January 2012 - July 2013
Safra National Bank of New York January 2007 - January 2012
Skills
Emerging Markets, Fixed Income, Asset Managment, Derivatives, Trading, Portfolio Management, FX Options, Investments, Capital Markets, Hedge Funds, Equities, Investment Banking, Structured Products, Asset Management, Financial Markets, Trade Finance, Banking, Credit Derivatives, Corporate Finance, Swaps, Market Risk, Hedging, Interest Rate..., FINRA, Series 63, Currency, Interest Rate Swaps, Series 7, High Yield, Foreign Exchange, Asset Allocation, Private Banking, Bonds, Options, Securities
Education
Boston University 1999 — 2000
Master, Finance
XP Securities January 2015 - Present
J.P. Morgan January 2012 - July 2013
Safra National Bank of New York January 2007 - January 2012
Skills
Emerging Markets, Fixed Income, Asset Managment, Derivatives, Trading, Portfolio Management, FX Options, Investments, Capital Markets, Hedge Funds, Equities, Investment Banking, Structured Products, Asset Management, Financial Markets, Trade Finance, Banking, Credit Derivatives, Corporate Finance, Swaps, Market Risk, Hedging, Interest Rate..., FINRA, Series 63, Currency, Interest Rate Swaps, Series 7, High Yield, Foreign Exchange, Asset Allocation, Private Banking, Bonds, Options, Securities
Education
Boston University 1999 — 2000
Master, Finance
Andrew Razman Andrew Razman's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Longitude Capital June 2014 - July 2014
Cornell University January 2014 - June 2014
Credit Suisse April 2014 - April 2014
Mutual Investment Club of Cornell September 2013 - February 2014
Wells Fargo Advisors June 2013 - August 2013
St. Johns Riverside Hospital June 2011 - August 2011
Education
Cornell University 2013 — 2016
Candidate for Bachelor of Science, Applied Economics and Management
Boston University 2012 — 2013
Rye Country Day School 1999 — 2012
J.P. Morgan June 2015 - Present
Longitude Capital June 2014 - July 2014
Cornell University January 2014 - June 2014
Credit Suisse April 2014 - April 2014
Mutual Investment Club of Cornell September 2013 - February 2014
Wells Fargo Advisors June 2013 - August 2013
St. Johns Riverside Hospital June 2011 - August 2011
Education
Cornell University 2013 — 2016
Candidate for Bachelor of Science, Applied Economics and Management
Boston University 2012 — 2013
Rye Country Day School 1999 — 2012
Patricia Calleja Marazuela's J.P. Morgan Experience January 2015 - Present
Job Global Investment Analyst en J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2015 - Present
Permanent Mission of Spain to the United Nations September 2014 - December 2014
J.P. Morgan June 2014 - August 2014
Barclays Investment Bank June 2013 - August 2013
CRT/tanaka August 2012 - August 2012
Mosupe September 2010 - May 2012
Junior Achievement Young Enterprise Europe ( JA-YE Europe) September 2007 - June 2008
Education
Universidad Pontificia Comillas 2009 — 2014
Bachelor of Laws (LL.B.)
Universidad Pontificia Comillas 2009 — 2014
Bachelor of Business Administration (B.B.A.)
Eberhard-Karls-Universität Tübingen 2011 — 2012
Erasmus Scholarship
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Semester Exchange
J.P. Morgan January 2015 - Present
Permanent Mission of Spain to the United Nations September 2014 - December 2014
J.P. Morgan June 2014 - August 2014
Barclays Investment Bank June 2013 - August 2013
CRT/tanaka August 2012 - August 2012
Mosupe September 2010 - May 2012
Junior Achievement Young Enterprise Europe ( JA-YE Europe) September 2007 - June 2008
Education
Universidad Pontificia Comillas 2009 — 2014
Bachelor of Laws (LL.B.)
Universidad Pontificia Comillas 2009 — 2014
Bachelor of Business Administration (B.B.A.)
Eberhard-Karls-Universität Tübingen 2011 — 2012
Erasmus Scholarship
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2014
Semester Exchange
David Castellano Tarín's J.P. Morgan Experience June 2015 - August 2015
Job Incoming Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Santander Private Banking International August 2014 - April 2015
Student Managed Investment Fund January 2014 - May 2014
HighGround Trading Group Inc. October 2013 - December 2013
Boston University September 2012 - May 2013
Vector Marketing June 2012 - June 2012
Boston University January 2012 - May 2012
Skills
Valuation, Financial Modeling, Capital Markets, Bloomberg Terminal, Microsoft Excel, Financial Accounting, Teamwork, Fundamental Analysis, Highly motivated..., Team Leadership, Client Relations Skills, Cashflow Analysis, Economics
Education
Florida International University - College of Business 2014 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.91 GPA
Boston University 2011 — 2013
Liberal Arts and Sciences, General Studies and Humanities / School of Management
J.P. Morgan June 2015 - August 2015
Santander Private Banking International August 2014 - April 2015
Student Managed Investment Fund January 2014 - May 2014
HighGround Trading Group Inc. October 2013 - December 2013
Boston University September 2012 - May 2013
Vector Marketing June 2012 - June 2012
Boston University January 2012 - May 2012
Skills
Valuation, Financial Modeling, Capital Markets, Bloomberg Terminal, Microsoft Excel, Financial Accounting, Teamwork, Fundamental Analysis, Highly motivated..., Team Leadership, Client Relations Skills, Cashflow Analysis, Economics
Education
Florida International University - College of Business 2014 — 2015
Bachelor of Business Administration (B.B.A.), Finance, 3.91 GPA
Boston University 2011 — 2013
Liberal Arts and Sciences, General Studies and Humanities / School of Management
Hashem Bdeir Hashem Bdeir's J.P. Morgan Experience November 2013 - January 2014
Job Account Manager at EastNets
Industry Financial Services
Experience
EastNets August 2015 - Present
State Street January 2014 - July 2015
J.P. Morgan November 2013 - January 2014
Deloitte August 2012 - September 2012
BLOM Bank July 2010 - August 2010
Skills
Financial Analysis, Teamwork, Microsoft Excel, Microsoft Office, Finance, Negotiation, Analytical Skills, Written & Oral..., Corporate Finance, Time Management, Banking, Bloomberg, Strategic Planning, Management
Education
Boston University 2013 — 2013
Bachelor of Arts (B.A.), Economics
University of Massachusetts Boston 2010 — 2013
Bachelor of Arts (BA), Economics
EastNets August 2015 - Present
State Street January 2014 - July 2015
J.P. Morgan November 2013 - January 2014
Deloitte August 2012 - September 2012
BLOM Bank July 2010 - August 2010
Skills
Financial Analysis, Teamwork, Microsoft Excel, Microsoft Office, Finance, Negotiation, Analytical Skills, Written & Oral..., Corporate Finance, Time Management, Banking, Bloomberg, Strategic Planning, Management
Education
Boston University 2013 — 2013
Bachelor of Arts (B.A.), Economics
University of Massachusetts Boston 2010 — 2013
Bachelor of Arts (BA), Economics
Jose De La Puente Jose De La Puente's J.P. Morgan Experience August 2015 - Present
Job Incoming Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
Boston University Finance & Investment Club April 2015 - Present
Boston University Questrom School of Business August 2014 - Present
LOCK Honorary Service Society April 2015 - Present
Sponsors for Educational Opportunity December 2014 - Present
J.P. Morgan June 2015 - August 2015
Boston University Questrom School of Business June 2014 - September 2014
Market Realist January 2014 - August 2014
Boston University January 2013 - May 2014
Corporacion Custer May 2013 - July 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg Terminal, Computer Science, DCF, Microsoft Office, Microsoft Word, PowerPoint, Equity Research, Valuation, Java, HTML 5, HTML, Capital IQ, FactSet, Investext, Comps, Precedent Transactions, Public Speaking, Haskell, Python, Portfolio Management, Algorithms
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Boston University College of Arts and Sciences 2012 — 2016
Bachelor of Arts (B.A.), Computer Science (Dual Degree Candidate)
Harvard Extension School
MGMT - E2720 Mergers, Acquisitions, and Restructurings, A
Deutsche Schule Guayaquil 1999 — 2011
High School
J.P. Morgan August 2015 - Present
Boston University Finance & Investment Club April 2015 - Present
Boston University Questrom School of Business August 2014 - Present
LOCK Honorary Service Society April 2015 - Present
Sponsors for Educational Opportunity December 2014 - Present
J.P. Morgan June 2015 - August 2015
Boston University Questrom School of Business June 2014 - September 2014
Market Realist January 2014 - August 2014
Boston University January 2013 - May 2014
Corporacion Custer May 2013 - July 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg Terminal, Computer Science, DCF, Microsoft Office, Microsoft Word, PowerPoint, Equity Research, Valuation, Java, HTML 5, HTML, Capital IQ, FactSet, Investext, Comps, Precedent Transactions, Public Speaking, Haskell, Python, Portfolio Management, Algorithms
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Boston University College of Arts and Sciences 2012 — 2016
Bachelor of Arts (B.A.), Computer Science (Dual Degree Candidate)
Harvard Extension School
MGMT - E2720 Mergers, Acquisitions, and Restructurings, A
Deutsche Schule Guayaquil 1999 — 2011
High School
Jason Chuon's J.P. Morgan Experience June 2013 - May 2015
Job Assistant Manager at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp May 2015 - Present
J.P. Morgan June 2013 - May 2015
J.P. Morgan July 2007 - May 2013
Investors Bank & Trust June 2006 - June 2007
Skills
Investment Operations, Fund Accounting, Fund Administration, Defined Benefit, Defined Contribution, Pension Funds, 401k, Alternative Investments, Private Equity, Mutual Funds, Process Improvement, Bloomberg, Research, Financial Services, Financial Analysis, Securities, Investments, Public Speaking
Education
Boston University 2002 — 2006
B.A., Economics and International Relations
SS&C GlobeOp May 2015 - Present
J.P. Morgan June 2013 - May 2015
J.P. Morgan July 2007 - May 2013
Investors Bank & Trust June 2006 - June 2007
Skills
Investment Operations, Fund Accounting, Fund Administration, Defined Benefit, Defined Contribution, Pension Funds, 401k, Alternative Investments, Private Equity, Mutual Funds, Process Improvement, Bloomberg, Research, Financial Services, Financial Analysis, Securities, Investments, Public Speaking
Education
Boston University 2002 — 2006
B.A., Economics and International Relations
Juan L. Leung Li's J.P. Morgan Experience July 2007 - January 2010
Job Early stage VC at General Catalyst | Entrepreneur advocate
Industry Venture Capital & Private Equity
Experience
General Catalyst Partners September 2015 - Present
Society of Kauffman Fellows December 2013 - Present
Javelin Venture Partners September 2014 - September 2015
Ripple Concerts February 2013 - August 2014
InSITE December 2012 - May 2014
Harvard Business School August 2012 - May 2014
High Peaks Venture Partners June 2013 - August 2013
McGraw-Hill Education January 2010 - May 2012
J.P. Morgan July 2007 - January 2010
J.P. Morgan May 2006 - August 2006
Skills
Strategy, Start-ups, Venture Capital, Entrepreneurship, Corporate Finance, Business Development, Mergers & Acquisitions, Mergers, Investments, Competitive Analysis, Executive Management, Analysis, Business Strategy, Financial Modeling, Investment Banking, Valuation
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Boston University - School of Management 2003 — 2007
Bachelor of Science (B.Sc.), Business Administration and Management, Statistics
Brookline High School 1999 — 2003
General Catalyst Partners September 2015 - Present
Society of Kauffman Fellows December 2013 - Present
Javelin Venture Partners September 2014 - September 2015
Ripple Concerts February 2013 - August 2014
InSITE December 2012 - May 2014
Harvard Business School August 2012 - May 2014
High Peaks Venture Partners June 2013 - August 2013
McGraw-Hill Education January 2010 - May 2012
J.P. Morgan July 2007 - January 2010
J.P. Morgan May 2006 - August 2006
Skills
Strategy, Start-ups, Venture Capital, Entrepreneurship, Corporate Finance, Business Development, Mergers & Acquisitions, Mergers, Investments, Competitive Analysis, Executive Management, Analysis, Business Strategy, Financial Modeling, Investment Banking, Valuation
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Boston University - School of Management 2003 — 2007
Bachelor of Science (B.Sc.), Business Administration and Management, Statistics
Brookline High School 1999 — 2003
Elizabeth Mak's J.P. Morgan Experience December 2014 - Present
Job Financial Reporting
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
Brown Brothers Harriman March 2014 - October 2014
R.R.E.S. Inc. March 2013 - July 2014
Bento Cafe March 2013 - March 2014
When Pigs Fly Bakery May 2012 - February 2013
State Street April 2010 - April 2012
Skills
Budgets, Strategic Planning, HTML, Microsoft Excel, Social Media, Advertising, Microsoft Office, PowerPoint, Editing, Photoshop, Marketing, Microsoft Word, Windows, Outlook, Customer Service, Research, Adobe Acrobat, QuickBooks, Marketing Strategy, Marketing Research, Human Resources, Hands-on Training, Mac, Bookkeeping
Education
Boston University
Master of Science in Administrative Studies, Financial Economics Concentration
University of Massachusetts Amherst
Bachelor of Business Administration degree, Finance
J.P. Morgan December 2014 - Present
Brown Brothers Harriman March 2014 - October 2014
R.R.E.S. Inc. March 2013 - July 2014
Bento Cafe March 2013 - March 2014
When Pigs Fly Bakery May 2012 - February 2013
State Street April 2010 - April 2012
Skills
Budgets, Strategic Planning, HTML, Microsoft Excel, Social Media, Advertising, Microsoft Office, PowerPoint, Editing, Photoshop, Marketing, Microsoft Word, Windows, Outlook, Customer Service, Research, Adobe Acrobat, QuickBooks, Marketing Strategy, Marketing Research, Human Resources, Hands-on Training, Mac, Bookkeeping
Education
Boston University
Master of Science in Administrative Studies, Financial Economics Concentration
University of Massachusetts Amherst
Bachelor of Business Administration degree, Finance
Hannah Hastings's J.P. Morgan Experience September 2009 - February 2011
Job Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2012 - Present
J.P. Morgan September 2009 - February 2011
Education
Boston University 2005 — 2009
Bachelor's degree, Accounting and Finance
Upper St. Clair school
BNY Mellon October 2012 - Present
J.P. Morgan September 2009 - February 2011
Education
Boston University 2005 — 2009
Bachelor's degree, Accounting and Finance
Upper St. Clair school
Joseph Padellaro, III's J.P. Morgan Experience June 2014 - Present
Job Corporate & Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Boston University Undergraduate Investment Fund May 2013 - May 2014
Goldman Sachs May 2013 - August 2013
Argopoint LLC January 2013 - April 2013
Boston Urban Business Accelerator September 2012 - December 2012
Dow Jones June 2012 - August 2012
Pacific Sunwear May 2011 - January 2012
Skills
Management, Microsoft Excel, Management Consulting, Financial Analysis, Equity Research, Business Development, Sales, PowerPoint, Investments, DCF Valuation, Leadership, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Credit Analysis, Credit Risk, Prime Brokerage, Microsoft Office, Asset Management, Bloomberg, Hedge Funds
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance, Economics
Boston University London 2012 — 2012
Study Abroad London Internship Program, Economics & Finance
Wachusett Regional High School 2006 — 2010
J.P. Morgan June 2014 - Present
Boston University Undergraduate Investment Fund May 2013 - May 2014
Goldman Sachs May 2013 - August 2013
Argopoint LLC January 2013 - April 2013
Boston Urban Business Accelerator September 2012 - December 2012
Dow Jones June 2012 - August 2012
Pacific Sunwear May 2011 - January 2012
Skills
Management, Microsoft Excel, Management Consulting, Financial Analysis, Equity Research, Business Development, Sales, PowerPoint, Investments, DCF Valuation, Leadership, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Credit Analysis, Credit Risk, Prime Brokerage, Microsoft Office, Asset Management, Bloomberg, Hedge Funds
Education
Boston University Questrom School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Finance, Economics
Boston University London 2012 — 2012
Study Abroad London Internship Program, Economics & Finance
Wachusett Regional High School 2006 — 2010
Marshall Donner Marshall Donner's J.P. Morgan Experience July 2015 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Colby College August 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Azimo - Send Money for Less! March 2014 - April 2014
Colby College August 2012 - January 2014
Colby College August 2012 - January 2014
Tiedemann Wealth Management July 2013 - August 2013
Nottingham Spirk June 2013 - July 2013
iWay Software June 2012 - August 2012
Camp Ramaquois June 2010 - August 2011
Skills
Market Research, Team Leadership, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Community Outreach, Editing
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.) in Economics (Financial Markets)
Boston University 2014 — 2014
Edgemont High School 2007 — 2011
J.P. Morgan July 2015 - Present
Colby College August 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Azimo - Send Money for Less! March 2014 - April 2014
Colby College August 2012 - January 2014
Colby College August 2012 - January 2014
Tiedemann Wealth Management July 2013 - August 2013
Nottingham Spirk June 2013 - July 2013
iWay Software June 2012 - August 2012
Camp Ramaquois June 2010 - August 2011
Skills
Market Research, Team Leadership, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Community Outreach, Editing
Education
Colby College 2011 — 2015
Bachelor of Arts (B.A.) in Economics (Financial Markets)
Boston University 2014 — 2014
Edgemont High School 2007 — 2011
Ernani DeAraujo Ernani DeAraujo's J.P. Morgan Experience July 2003 - June 2005
Job General Counsel & Compliance Manager at East Boston Neighborhood Health Center
Industry Hospital & Health Care
Experience
East Boston Neighborhood Health Center January 2013 - Present
City of Boston January 2010 - December 2012
Foley Hoag LLP October 2008 - December 2009
J.P. Morgan July 2003 - June 2005
Senate President Tom Birmingham 2001 - 2002
Education
Washington and Lee School of Law 2005 — 2008
Doctor of Law (J.D.), Law
Harvard College 1999 — 2003
Bachelor of Arts (B.A.), Social Studies
Boston Latin School 1993 — 1999
High School Diploma
East Boston Neighborhood Health Center January 2013 - Present
City of Boston January 2010 - December 2012
Foley Hoag LLP October 2008 - December 2009
J.P. Morgan July 2003 - June 2005
Senate President Tom Birmingham 2001 - 2002
Education
Washington and Lee School of Law 2005 — 2008
Doctor of Law (J.D.), Law
Harvard College 1999 — 2003
Bachelor of Arts (B.A.), Social Studies
Boston Latin School 1993 — 1999
High School Diploma
Erica Bowman, CAIA's J.P. Morgan Experience November 2012 - September 2013
Job Two Sigma
Industry Financial Services
Experience
Voyager Management April 2014 - August 2015
J.P. Morgan November 2012 - September 2013
J.P. Morgan April 2011 - November 2012
JPMorgan Chase April 2007 - April 2011
Skills
Series 7, Series 63, Intermediate Korean and..., CAIA, Asset Management, Portfolio Management, Investments, Equities, Hedge Funds, Alternative Investments, Management, Capital Markets
Education
Boston University 2002 — 2006
International Relations - Concentration - Business & Economics
Voyager Management April 2014 - August 2015
J.P. Morgan November 2012 - September 2013
J.P. Morgan April 2011 - November 2012
JPMorgan Chase April 2007 - April 2011
Skills
Series 7, Series 63, Intermediate Korean and..., CAIA, Asset Management, Portfolio Management, Investments, Equities, Hedge Funds, Alternative Investments, Management, Capital Markets
Education
Boston University 2002 — 2006
International Relations - Concentration - Business & Economics
Petko Dimitrov's J.P. Morgan Experience April 2013 - Present
Job Vice President
Industry Investment Banking
Experience
J.P. Morgan April 2013 - Present
Goldman Sachs February 2008 - April 2013
Proverian Capital February 2007 - February 2008
Dechert LLP March 2006 - February 2007
Skills
Certified Project..., Business Change..., Process Improvement, Operational Efficiency, Operations Management, Operational Planning, Operational Excellence, Business Relationship..., Process Management, Process Development, Team Coordination, Diversified, Open Minded, Diligent, Hard Worker, MS Project, MS Office Suite, Series 7, Insurance, PRINCE2, Management Consulting, Consulting, Change Management, Project Management, Strategic Relationships, Risk Management, Due Diligence, Analysis, Financial Modeling, Strategy, Finance, Microsoft Office, Financial Risk, Leadership, Management, Financial Analysis, Mergers & Acquisitions
Education
Boston University 2002 — 2006
Bachelor of Arts and Science, International Relations
Kyoto Center for Japanese Studies 2004 — 2005
Japanese Language, Study Abroad
Harvard University
J.P. Morgan April 2013 - Present
Goldman Sachs February 2008 - April 2013
Proverian Capital February 2007 - February 2008
Dechert LLP March 2006 - February 2007
Skills
Certified Project..., Business Change..., Process Improvement, Operational Efficiency, Operations Management, Operational Planning, Operational Excellence, Business Relationship..., Process Management, Process Development, Team Coordination, Diversified, Open Minded, Diligent, Hard Worker, MS Project, MS Office Suite, Series 7, Insurance, PRINCE2, Management Consulting, Consulting, Change Management, Project Management, Strategic Relationships, Risk Management, Due Diligence, Analysis, Financial Modeling, Strategy, Finance, Microsoft Office, Financial Risk, Leadership, Management, Financial Analysis, Mergers & Acquisitions
Education
Boston University 2002 — 2006
Bachelor of Arts and Science, International Relations
Kyoto Center for Japanese Studies 2004 — 2005
Japanese Language, Study Abroad
Harvard University
Stanley Huang's J.P. Morgan Experience September 2011 - May 2013
Job Business Analyst at BNY Mellon
Industry Financial Services
Experience
BNY Mellon May 2013 - Present
J.P. Morgan September 2011 - May 2013
State Street November 2009 - September 2011
Mohegan Sun November 2005 - September 2009
Skills
C++, MCH, Bloomberg Terminal, SQL, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Account Reconciliation, Fixed Income, Analysis, Business Analysis, Access, Securities, Investments, Trading, Accounting
Education
Boston University 2013 — 2016
Master's degree, Computer Technology/Computer Systems Technology
The University of Connecticut 2005 — 2009
Bachelor's degree, Economics
BNY Mellon May 2013 - Present
J.P. Morgan September 2011 - May 2013
State Street November 2009 - September 2011
Mohegan Sun November 2005 - September 2009
Skills
C++, MCH, Bloomberg Terminal, SQL, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Account Reconciliation, Fixed Income, Analysis, Business Analysis, Access, Securities, Investments, Trading, Accounting
Education
Boston University 2013 — 2016
Master's degree, Computer Technology/Computer Systems Technology
The University of Connecticut 2005 — 2009
Bachelor's degree, Economics
Tim Hoag's J.P. Morgan Experience June 2014 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan May 2013 - August 2013
Highland Capital Partners November 2012 - December 2012
Electronic Arts May 2012 - July 2012
Franklin Templeton Investments May 2011 - July 2011
Foothills Swim and Tennis Club June 2010 - August 2010
Peninsula Creamery Fountain and Grill June 2010 - August 2010
Woodside Elementary November 2009 - February 2010
Netflix June 2009 - August 2009
East Palo Alto Tennis and Tutor May 2008 - August 2008
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Information Systems
Menlo School
J.P. Morgan June 2014 - Present
J.P. Morgan May 2013 - August 2013
Highland Capital Partners November 2012 - December 2012
Electronic Arts May 2012 - July 2012
Franklin Templeton Investments May 2011 - July 2011
Foothills Swim and Tennis Club June 2010 - August 2010
Peninsula Creamery Fountain and Grill June 2010 - August 2010
Woodside Elementary November 2009 - February 2010
Netflix June 2009 - August 2009
East Palo Alto Tennis and Tutor May 2008 - August 2008
Education
Boston College - Carroll School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Information Systems
Menlo School
Nicolas Restrepo Pelaez's J.P. Morgan Experience October 2013 - Present
Job Investment Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
Skills
Spanish, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Public Speaking, Facebook, Teamwork, Leadership, Research, English, Social Media, Event Planning, Social Networking, Customer Service, Blogging, Mac, Public Relations
Education
Boston University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Universidad EAFIT 2009 — 2011
Coursework towards Bachelor of Science in Business Administration, Business Administration and Management, General
J.P. Morgan October 2013 - Present
Skills
Spanish, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Public Speaking, Facebook, Teamwork, Leadership, Research, English, Social Media, Event Planning, Social Networking, Customer Service, Blogging, Mac, Public Relations
Education
Boston University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Universidad EAFIT 2009 — 2011
Coursework towards Bachelor of Science in Business Administration, Business Administration and Management, General
Daniel Tumba, CFP®, CIMA®, CPWA®'s J.P. Morgan Experience July 2007 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2007 - Present
Sven Tumba Education Fund US January 2006 - July 2011
World Golfers Championship January 2005 - January 2007
Skills
Investments, Start-ups, Entrepreneurship, Non-profits, Wealth Management, Portfolio Management, Alternative Investments, Series 7, Equities, Asset Managment, Fixed Income, Banking
Education
The University of Chicago Booth School of Business 2015 — 2015
IMCA / Certified Private Wealth Advisor® Program
The University of Chicago Booth School of Business 2014 — 2014
IMCA / Certified Investment Management Analyst® Program
Boston University 2013 — 2013
Financial Planning
University of Florida - Warrington College Of Business 2001 — 2005
Bachelor's degree, Business Administration and Management, General
J.P. Morgan July 2007 - Present
Sven Tumba Education Fund US January 2006 - July 2011
World Golfers Championship January 2005 - January 2007
Skills
Investments, Start-ups, Entrepreneurship, Non-profits, Wealth Management, Portfolio Management, Alternative Investments, Series 7, Equities, Asset Managment, Fixed Income, Banking
Education
The University of Chicago Booth School of Business 2015 — 2015
IMCA / Certified Private Wealth Advisor® Program
The University of Chicago Booth School of Business 2014 — 2014
IMCA / Certified Investment Management Analyst® Program
Boston University 2013 — 2013
Financial Planning
University of Florida - Warrington College Of Business 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Christina Brathwaite, CFA's J.P. Morgan Experience March 2015 - Present
Job Equity Research Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
The Buckingham Research Group March 2014 - March 2015
Sidoti & Company, LLC September 2012 - February 2014
HSBC May 2011 - August 2012
HSBC August 2010 - May 2011
Boston University August 2008 - May 2010
Boston University’s School of Management September 2009 - April 2010
Boston University’s School of Management September 2008 - May 2009
PNC Financial Services Group, Inc. June 2008 - August 2008
Boston University’s School of Management September 2007 - May 2008
Skills
Financial Modeling, Analysis, Microsoft Excel, Investments, Budgets, Finance, Management, PowerPoint, Financial Analysis, Marketing, Accounting, Bloomberg, Capital Markets, Equities, Valuation
Education
Boston University 2006 — 2010
Boston University - School of Management 2006 — 2010
Bachelor of Science in Business Administration, concentrated in Accounting and Finance; minor in Anthropology, 3.76
Our Lady of Victory Academy 2003 — 2006
J.P. Morgan March 2015 - Present
The Buckingham Research Group March 2014 - March 2015
Sidoti & Company, LLC September 2012 - February 2014
HSBC May 2011 - August 2012
HSBC August 2010 - May 2011
Boston University August 2008 - May 2010
Boston University’s School of Management September 2009 - April 2010
Boston University’s School of Management September 2008 - May 2009
PNC Financial Services Group, Inc. June 2008 - August 2008
Boston University’s School of Management September 2007 - May 2008
Skills
Financial Modeling, Analysis, Microsoft Excel, Investments, Budgets, Finance, Management, PowerPoint, Financial Analysis, Marketing, Accounting, Bloomberg, Capital Markets, Equities, Valuation
Education
Boston University 2006 — 2010
Boston University - School of Management 2006 — 2010
Bachelor of Science in Business Administration, concentrated in Accounting and Finance; minor in Anthropology, 3.76
Our Lady of Victory Academy 2003 — 2006
Patricia Barba Patricia Barba's J.P. Morgan Experience February 2003 - April 2004
Job Registered Nurse, Cardiovascular
Industry Hospital & Health Care
Experience
Cleveland Clinic September 2015 - Present
Kepler Capital Markets September 2010 - August 2011
Exane BNP Paribas October 2007 - August 2010
Rochdale Investment Management December 2006 - October 2007
UBS April 2004 - November 2006
J.P. Morgan February 2003 - April 2004
UBS April 2001 - January 2003
Goldman Sachs November 1999 - March 2001
Skills
Hedge Funds, Equities
Education
Concordia College-New York 2013 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Boston University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Greenwich High School 1985 — 1989
Cleveland Clinic September 2015 - Present
Kepler Capital Markets September 2010 - August 2011
Exane BNP Paribas October 2007 - August 2010
Rochdale Investment Management December 2006 - October 2007
UBS April 2004 - November 2006
J.P. Morgan February 2003 - April 2004
UBS April 2001 - January 2003
Goldman Sachs November 1999 - March 2001
Skills
Hedge Funds, Equities
Education
Concordia College-New York 2013 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Boston University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Greenwich High School 1985 — 1989
Mariya Golosiy's J.P. Morgan Experience February 2010 - February 2012
Job Fund Administration Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2015 - Present
GMO March 2012 - December 2014
J.P. Morgan February 2010 - February 2012
J.P. Morgan June 2008 - February 2010
J.P. Morgan May 2007 - June 2008
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Alternative Investments, Fund Administration, ETFs, Derivatives, Corporate Actions, Valuation, Asset Management, Investments
Education
Boston University - School of Management 2009 — 2014
MBA, Concentrations in Finance and Strategy
Boston University 2003 — 2007
Economics, English
John Hancock Financial Services January 2015 - Present
GMO March 2012 - December 2014
J.P. Morgan February 2010 - February 2012
J.P. Morgan June 2008 - February 2010
J.P. Morgan May 2007 - June 2008
Skills
Fund Accounting, Hedge Funds, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Alternative Investments, Fund Administration, ETFs, Derivatives, Corporate Actions, Valuation, Asset Management, Investments
Education
Boston University - School of Management 2009 — 2014
MBA, Concentrations in Finance and Strategy
Boston University 2003 — 2007
Economics, English
Nicole Niceforo's J.P. Morgan Experience 1997 - 1999
Job
Industry Financial Services
Experience
UBS Global Asset Management 2007 - 2011
UBS Investment Bank June 2006 - August 2006
Smith Barney - Citigroup 2001 - 2005
ABN AMRO Bank N.V. 1999 - 2001
J.P. Morgan 1997 - 1999
Bankers Trust Company 1996 - 1997
Skills
Emerging Markets, Fixed Income, Capital Markets, Equities, Trading, Financial Markets, Latin America, Options, Spanish, Business Development, International Finance, Financial Services, Bonds, Asset Management, International Relations, Client Relationship..., Series 7, Institutional, CRM, Corporate Finance, Portuguese, Foreign Languages, Central Banks, Sales, Sovereign, Offshore, Mexico, International Affairs, Cross-border...
Education
Columbia University in the City of New York
Masters of International Affairs
New York University
Graduate Certificate
Boston University
B.A.
Cold Spring Harbor High School
UBS Global Asset Management 2007 - 2011
UBS Investment Bank June 2006 - August 2006
Smith Barney - Citigroup 2001 - 2005
ABN AMRO Bank N.V. 1999 - 2001
J.P. Morgan 1997 - 1999
Bankers Trust Company 1996 - 1997
Skills
Emerging Markets, Fixed Income, Capital Markets, Equities, Trading, Financial Markets, Latin America, Options, Spanish, Business Development, International Finance, Financial Services, Bonds, Asset Management, International Relations, Client Relationship..., Series 7, Institutional, CRM, Corporate Finance, Portuguese, Foreign Languages, Central Banks, Sales, Sovereign, Offshore, Mexico, International Affairs, Cross-border...
Education
Columbia University in the City of New York
Masters of International Affairs
New York University
Graduate Certificate
Boston University
B.A.
Cold Spring Harbor High School
Charles Hibbs, CFA's J.P. Morgan Experience 2014 - 2015
Job Investment Banking Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2015 - Present
J.P. Morgan 2014 - 2015
J.P. Morgan 2013 - 2013
Royal Bank of Scotland 2009 - 2012
Columbia Management 2008 - 2009
Bank of America 2005 - 2008
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University 2003 — 2005
Master of Arts (MA)
Boston University 2001 — 2005
Bachelor of Arts (BA)
Houlihan Lokey 2015 - Present
J.P. Morgan 2014 - 2015
J.P. Morgan 2013 - 2013
Royal Bank of Scotland 2009 - 2012
Columbia Management 2008 - 2009
Bank of America 2005 - 2008
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University 2003 — 2005
Master of Arts (MA)
Boston University 2001 — 2005
Bachelor of Arts (BA)
Patricia Sanchez-Marin's J.P. Morgan Experience February 2014 - Present
Job Executive Director at J. P. Morgan
Industry Investment Banking
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan May 2012 - January 2014
Citi Private Bank November 2009 - February 2012
Citi Private Bank June 2006 - November 2009
State Street Global Advisors June 2003 - April 2006
State Street Global Advisors March 2000 - May 2003
Salem State College 1997 - 1999
Skills
Separately Managed..., Alternative Investments, Hedge Funds, Fixed Income, Equities, Wealth Management, Series 7, Mutual Funds, Asset Managment, ETFs, Portfolio Management, Investments, Investment Strategies, Asset Allocation, Investment Management, Investment Advisory, Emerging Markets, Asset Management, Bloomberg, Due Diligence, Financial Markets, Series 63
Education
Salem State University 1998 — 2000
BA, Finance
Boston College - Wallace E. Carroll Graduate School of Management
Working towards MSF, Finance
J.P. Morgan February 2014 - Present
J.P. Morgan May 2012 - January 2014
Citi Private Bank November 2009 - February 2012
Citi Private Bank June 2006 - November 2009
State Street Global Advisors June 2003 - April 2006
State Street Global Advisors March 2000 - May 2003
Salem State College 1997 - 1999
Skills
Separately Managed..., Alternative Investments, Hedge Funds, Fixed Income, Equities, Wealth Management, Series 7, Mutual Funds, Asset Managment, ETFs, Portfolio Management, Investments, Investment Strategies, Asset Allocation, Investment Management, Investment Advisory, Emerging Markets, Asset Management, Bloomberg, Due Diligence, Financial Markets, Series 63
Education
Salem State University 1998 — 2000
BA, Finance
Boston College - Wallace E. Carroll Graduate School of Management
Working towards MSF, Finance
Michael Walpole's J.P. Morgan Experience January 2014 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan October 2013 - January 2014
State Street July 2007 - April 2013
Investors Bank & Trust October 2005 - July 2007
Investors Bank & Trust Company December 2003 - October 2005
Bank of America January 1999 - December 2003
Skills
Financial Modeling, Process Improvement, Analysis, Securities, Global Custody, Corporate Actions, Financial Analysis, Project Management, Management, Forecasting, Due Diligence, Hedge Funds, Tax Law, Outsourcing, Strategic Planning, Vendor Management, Compliance, Manage Client..., Oral & Written..., Financial Reporting, Program Management, Strategic Influence, Product Management, Client Training, Cross Functional Team..., Offshore Outsourcing, Business Continuity..., IT Business Strategy, Offshore Management, Accruals, Data Collection, Expenses, KPI Reports, KPI implementation, Solution Implementation, Revenue Analysis, Product Development, Application Support, Transfer Agency, Requirements Gathering, Regulatory Requirements, FATCA, Operational..., User Acceptance Testing, Test Scripts, Scenario Analysis
Education
Boston University 2000 — 2003
MSAS, Financial Economics
Westfield State University 1994 — 1997
BA, Psychology / Business Management
J.P. Morgan January 2014 - Present
J.P. Morgan October 2013 - January 2014
State Street July 2007 - April 2013
Investors Bank & Trust October 2005 - July 2007
Investors Bank & Trust Company December 2003 - October 2005
Bank of America January 1999 - December 2003
Skills
Financial Modeling, Process Improvement, Analysis, Securities, Global Custody, Corporate Actions, Financial Analysis, Project Management, Management, Forecasting, Due Diligence, Hedge Funds, Tax Law, Outsourcing, Strategic Planning, Vendor Management, Compliance, Manage Client..., Oral & Written..., Financial Reporting, Program Management, Strategic Influence, Product Management, Client Training, Cross Functional Team..., Offshore Outsourcing, Business Continuity..., IT Business Strategy, Offshore Management, Accruals, Data Collection, Expenses, KPI Reports, KPI implementation, Solution Implementation, Revenue Analysis, Product Development, Application Support, Transfer Agency, Requirements Gathering, Regulatory Requirements, FATCA, Operational..., User Acceptance Testing, Test Scripts, Scenario Analysis
Education
Boston University 2000 — 2003
MSAS, Financial Economics
Westfield State University 1994 — 1997
BA, Psychology / Business Management
Amrish Desai's J.P. Morgan Experience October 2012 - Present
Job Vice President at J.P. Morgan CIB
Industry Real Estate
Experience
J.P. Morgan October 2012 - Present
JP Morgan Chase October 2010 - September 2015
Skills
Finance, Financial Structuring, Valuation
Education
Boston University 1999 — 2003
BS, Finance
Boston University Questrom School of Business 1999 — 2003
J.P. Morgan October 2012 - Present
JP Morgan Chase October 2010 - September 2015
Skills
Finance, Financial Structuring, Valuation
Education
Boston University 1999 — 2003
BS, Finance
Boston University Questrom School of Business 1999 — 2003
Roslyn Dickerson's J.P. Morgan Experience 1984 - 1991
Job Partner at Driscoll Johnson Consulting & Diversity
Industry Staffing and Recruiting
Experience
Driscoll Johnson Consulting & Diversity August 2013 - Present
CarterBaldwin 2012 - 2013
InterContinental Hotels Group 2005 - 2011
Honeywell 2002 - 2004
Citigroup 2000 - 2002
Merrill Lynch 1998 - 2000
Merrill Lynch 1993 - 1998
Merrill Lynch 1991 - 1993
J.P. Morgan 1984 - 1991
J.P. Morgan 1981 - 1984
Skills
Strategic Planning, Marketing Strategy, Advertising, Product Development, Customer Service, Team Building, Business Strategy, Microsoft Excel, Project Planning, Operations Management, Competitive Analysis, Process Improvement
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance and Management
Boston University
Bachelor of Applied Science (B.A.Sc.)
Driscoll Johnson Consulting & Diversity August 2013 - Present
CarterBaldwin 2012 - 2013
InterContinental Hotels Group 2005 - 2011
Honeywell 2002 - 2004
Citigroup 2000 - 2002
Merrill Lynch 1998 - 2000
Merrill Lynch 1993 - 1998
Merrill Lynch 1991 - 1993
J.P. Morgan 1984 - 1991
J.P. Morgan 1981 - 1984
Skills
Strategic Planning, Marketing Strategy, Advertising, Product Development, Customer Service, Team Building, Business Strategy, Microsoft Excel, Project Planning, Operations Management, Competitive Analysis, Process Improvement
Education
Cornell University - Johnson Graduate School of Management 1979 — 1981
MBA, Finance and Management
Boston University
Bachelor of Applied Science (B.A.Sc.)
Lauren Gubkin's J.P. Morgan Experience 2012 - Present
Job Vice President at JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan 2012 - Present
J.P. Morgan 2009 - 2012
J.P. Morgan 2005 - 2008
Skills
Capital Markets, Investment Banking
Education
Boston University - School of Management 2001 — 2005
Bachelor's degree, Business Law, Finance
Boston University
J.P. Morgan 2012 - Present
J.P. Morgan 2009 - 2012
J.P. Morgan 2005 - 2008
Skills
Capital Markets, Investment Banking
Education
Boston University - School of Management 2001 — 2005
Bachelor's degree, Business Law, Finance
Boston University
Maria Amado's J.P. Morgan Experience November 2001 - June 2006
Job Financial Analyst at Bank of America
Industry Financial Services
Experience
MTN Guinea Bissau May 2015 - Present
Bank of America Merrill Lynch June 2014 - November 2014
Massachusetts Department of Unemployment September 2013 - April 2014
Aetna Student Health Insurance June 2013 - September 2013
AARP September 2012 - October 2012
Tracey and Company; First Help Financial January 2011 - March 2011
State Street Corporation June 2006 - September 2010
J.P. Morgan November 2001 - June 2006
J.P. Morgan November 2001 - June 2006
LTX Corporation April 1996 - September 2001
Skills
Working in a realiable..., Working continuously..., Effectively using..., Accepting change and..., Working cooperatively..., Avoid unethical..., Checking each item or..., understanding..., Focusing on task..., listening to what..., Fund Accounting, Equities, Alternative Investments, Finance, Mutual Funds, Account Reconciliation, Portfolio Management, Accounting, Financial Analysis, General Ledger, Financial Statements, Payroll, Cash Management, Budgets, Tax, Accounts Receivable, Accounts Payable, Financial Reporting, Banking, Fixed Assets, Journal Entries, Bank Reconciliation, Auditing, Sarbanes-Oxley Act, Bloomberg, Financial Accounting, Corporate Finance, Risk Management, Trading, Investments, Internal Audit, Internal Controls, Asset Management, Valuation, Fixed Income, Fund Administration, US GAAP, Private Equity, Invoicing, Microsoft Excel
Education
Boston University 2001 — 2004
Master in Administrative Studies, Finance Economics
Boston University 2001 — 2004
Masters in Administrative Studies, Finance Economics
University of Massachusetts Boston 1994 — 1998
BA, Accounting
University of Massachusetts Boston 1994 — 1998
Bachelor of Science (B.S.), Accounting/Finance
Hotel School of Management 1985 — 1989
Hotel Management, Business, Management, Marketing, and Related Support Services
liceu Domingos Ramos 1973 — 1982
High School, Science
MTN Guinea Bissau May 2015 - Present
Bank of America Merrill Lynch June 2014 - November 2014
Massachusetts Department of Unemployment September 2013 - April 2014
Aetna Student Health Insurance June 2013 - September 2013
AARP September 2012 - October 2012
Tracey and Company; First Help Financial January 2011 - March 2011
State Street Corporation June 2006 - September 2010
J.P. Morgan November 2001 - June 2006
J.P. Morgan November 2001 - June 2006
LTX Corporation April 1996 - September 2001
Skills
Working in a realiable..., Working continuously..., Effectively using..., Accepting change and..., Working cooperatively..., Avoid unethical..., Checking each item or..., understanding..., Focusing on task..., listening to what..., Fund Accounting, Equities, Alternative Investments, Finance, Mutual Funds, Account Reconciliation, Portfolio Management, Accounting, Financial Analysis, General Ledger, Financial Statements, Payroll, Cash Management, Budgets, Tax, Accounts Receivable, Accounts Payable, Financial Reporting, Banking, Fixed Assets, Journal Entries, Bank Reconciliation, Auditing, Sarbanes-Oxley Act, Bloomberg, Financial Accounting, Corporate Finance, Risk Management, Trading, Investments, Internal Audit, Internal Controls, Asset Management, Valuation, Fixed Income, Fund Administration, US GAAP, Private Equity, Invoicing, Microsoft Excel
Education
Boston University 2001 — 2004
Master in Administrative Studies, Finance Economics
Boston University 2001 — 2004
Masters in Administrative Studies, Finance Economics
University of Massachusetts Boston 1994 — 1998
BA, Accounting
University of Massachusetts Boston 1994 — 1998
Bachelor of Science (B.S.), Accounting/Finance
Hotel School of Management 1985 — 1989
Hotel Management, Business, Management, Marketing, and Related Support Services
liceu Domingos Ramos 1973 — 1982
High School, Science
Mallory Close's J.P. Morgan Experience 1992 - 1998
Job Director, Investor Relations at Discovery Capital Management
Industry Investment Management
Experience
Discovery Capital Management June 2008 - Present
Silver Point Capital May 2007 - May 2008
Atlas Capital 2004 - 2007
J.P. Morgan Private Bank 1998 - 2001
J.P. Morgan 1992 - 1998
Skills
Fluent Portuguese and...
Education
Boston University 1985 — 1990
BA, International Relations
Discovery Capital Management June 2008 - Present
Silver Point Capital May 2007 - May 2008
Atlas Capital 2004 - 2007
J.P. Morgan Private Bank 1998 - 2001
J.P. Morgan 1992 - 1998
Skills
Fluent Portuguese and...
Education
Boston University 1985 — 1990
BA, International Relations
Russ Bartlett's J.P. Morgan Experience June 2008 - May 2011
Job Fixed Income Sales Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2011 - Present
J.P. Morgan June 2008 - May 2011
Bear Stearns May 2004 - June 2008
Education
St. Lawrence University 1999 — 2003
Boston University 1997 — 1999
Phillips Exeter Academy 1993 — 1997
Deutsche Bank May 2011 - Present
J.P. Morgan June 2008 - May 2011
Bear Stearns May 2004 - June 2008
Education
St. Lawrence University 1999 — 2003
Boston University 1997 — 1999
Phillips Exeter Academy 1993 — 1997
Noelle (Brogi) Grainger's J.P. Morgan Experience 2014 - Present
Job Head of Global Equity Research
Industry Investment Banking
Experience
J.P. Morgan 2014 - Present
J.P. Morgan 2012 - 2014
J.P. Morgan 2011 - 2012
J.P. Morgan 2010 - 2011
JPMorgan 2006 - 2010
JP Morgan 1999 - 2005
JPMorgan 1993 - 1999
Skills
Series 7, Equities, Equity Research, Capital Markets, Hedge Funds, Investment Banking, Apparel
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
B.S., Marketing; International Studies
Kent School 1987 — 1989
Pascack Hills HS 1985 — 1987
J.P. Morgan 2014 - Present
J.P. Morgan 2012 - 2014
J.P. Morgan 2011 - 2012
J.P. Morgan 2010 - 2011
JPMorgan 2006 - 2010
JP Morgan 1999 - 2005
JPMorgan 1993 - 1999
Skills
Series 7, Equities, Equity Research, Capital Markets, Hedge Funds, Investment Banking, Apparel
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
B.S., Marketing; International Studies
Kent School 1987 — 1989
Pascack Hills HS 1985 — 1987
Nicholas Tribuzio's J.P. Morgan Experience March 2008 - Present
Job Financial Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2008 - Present
Bear Stearns April 2002 - March 2008
Deutsche Bank Securities January 2000 - June 2002
Skills
Capital Markets, Investment Banking, Derivatives, Bloomberg, Securities, Fixed Income, Hedge Funds, Trading, Equities, Investments, Structured Products, Valuation, Portfolio Management, Alternative Investments, Asset Management, Finance, Financial Modeling, Risk Management, Bonds, Financial Markets, Structured Finance, Credit, Series 7, Financial Analysis, Private Equity, Options
Education
Boston University 1987 — 1991
BA, Economics
J.P. Morgan March 2008 - Present
Bear Stearns April 2002 - March 2008
Deutsche Bank Securities January 2000 - June 2002
Skills
Capital Markets, Investment Banking, Derivatives, Bloomberg, Securities, Fixed Income, Hedge Funds, Trading, Equities, Investments, Structured Products, Valuation, Portfolio Management, Alternative Investments, Asset Management, Finance, Financial Modeling, Risk Management, Bonds, Financial Markets, Structured Finance, Credit, Series 7, Financial Analysis, Private Equity, Options
Education
Boston University 1987 — 1991
BA, Economics
Francis A. Randy Goodhue III's J.P. Morgan Experience October 1977 - April 2004
Job Senior Vice President at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management April 2004 - Present
J.P. Morgan October 1977 - April 2004
Skills
Fixed Income, Portfolio Management, Equities, Wealth Management, Capital Markets, Investment Banking, Series 7, Banking, Derivatives, Investments, Asset Management, Hedge Funds, Alternative Investments, Risk Management, Securities, Financial Services, Mutual Funds, Series 63, Asset Allocation, Credit, Trading Systems, Bloomberg, Financial Modeling, Credit Risk, Financial Risk, Private Equity, Financial Analysis, Valuation, Mergers & Acquisitions, Private Banking
Education
Columbia University - Columbia Business School 1976 — 1977
Master of Business Administration (MBA), Investments and Securities
Boston University
Bachelor of Arts (BA), Political Science and Government
Milton Academy
UBS Wealth Management April 2004 - Present
J.P. Morgan October 1977 - April 2004
Skills
Fixed Income, Portfolio Management, Equities, Wealth Management, Capital Markets, Investment Banking, Series 7, Banking, Derivatives, Investments, Asset Management, Hedge Funds, Alternative Investments, Risk Management, Securities, Financial Services, Mutual Funds, Series 63, Asset Allocation, Credit, Trading Systems, Bloomberg, Financial Modeling, Credit Risk, Financial Risk, Private Equity, Financial Analysis, Valuation, Mergers & Acquisitions, Private Banking
Education
Columbia University - Columbia Business School 1976 — 1977
Master of Business Administration (MBA), Investments and Securities
Boston University
Bachelor of Arts (BA), Political Science and Government
Milton Academy
Mona Johnson's J.P. Morgan Experience July 2006 - January 2008
Job Wholesale Credit at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York March 2014 - Present
Rothschild March 2008 - February 2014
J.P. Morgan July 2006 - January 2008
J.P. Morgan July 2001 - July 2004
Morgan Stanley July 1999 - May 2001
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Equities, Hedge Funds, LBO, Due Diligence, Fixed Income, Emerging Markets, Mergers & Acquisitions, Bloomberg, Financial Analysis, Financial Structuring, M
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance
Boston College - Carroll School of Management 1995 — 1999
Bachelor of Science, Economics
Federal Reserve Bank of New York March 2014 - Present
Rothschild March 2008 - February 2014
J.P. Morgan July 2006 - January 2008
J.P. Morgan July 2001 - July 2004
Morgan Stanley July 1999 - May 2001
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Equities, Hedge Funds, LBO, Due Diligence, Fixed Income, Emerging Markets, Mergers & Acquisitions, Bloomberg, Financial Analysis, Financial Structuring, M
Education
The University of Chicago - Booth School of Business 2004 — 2006
MBA, Analytical Finance
Boston College - Carroll School of Management 1995 — 1999
Bachelor of Science, Economics
Benjamin Finkle's J.P. Morgan Experience July 2013 - May 2015
Job Senior Analyst at David Yurman
Industry Apparel & Fashion
Experience
David Yurman May 2015 - Present
J.P. Morgan July 2013 - May 2015
J.P. Morgan August 2010 - July 2013
The Adirondack Small Cap Fund July 2010 - July 2010
Cornell University Investment Office May 2009 - August 2009
J.P. Morgan February 2009 - May 2009
Cornell University August 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Research, Visual Basic, Series 63, Series 7, Risk Management, Leadership, Fixed Income, Marketing, Bloomberg, Equities, Finance, Portfolio Management, Microsoft Office, Management, Due Diligence, Analysis, Financial Analysis, Data Analysis
Education
Cornell University 2006 — 2010
B.S., Applied Economics and Management
Bethlehem Central High School 2002 — 2006
Boston University
David Yurman May 2015 - Present
J.P. Morgan July 2013 - May 2015
J.P. Morgan August 2010 - July 2013
The Adirondack Small Cap Fund July 2010 - July 2010
Cornell University Investment Office May 2009 - August 2009
J.P. Morgan February 2009 - May 2009
Cornell University August 2008 - December 2008
Merrill Lynch May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Research, Visual Basic, Series 63, Series 7, Risk Management, Leadership, Fixed Income, Marketing, Bloomberg, Equities, Finance, Portfolio Management, Microsoft Office, Management, Due Diligence, Analysis, Financial Analysis, Data Analysis
Education
Cornell University 2006 — 2010
B.S., Applied Economics and Management
Bethlehem Central High School 2002 — 2006
Boston University
Libert Sang's J.P. Morgan Experience January 2014 - Present
Job Executive Director, Senior Business Manager, CIB Technology at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan June 2011 - January 2014
Credit Suisse October 2010 - June 2011
Credit Suisse October 2009 - September 2010
Barclays Capital September 2008 - September 2009
Lehman Brothers May 2005 - September 2008
Lehman Brothers August 2000 - May 2005
Foot Locker January 1999 - August 2000
Federated Department Stores September 1993 - December 1998
Skills
Market Data, PMO, Forecasting, Financial Analysis, Strategic Planning, Strategy, Trading Systems, Investment Banking, Risk Management, Management, Analysis, IT Management, Finance, Financial Services, Equities, Business Analysis, Operations Management, Budgets, Asset Management, Infrastructure
Education
Zicklin School of Business at Baruch College 1999 — 2002
MBA, Computer Information Systems
Boston University Questrom School of Business 1988 — 1993
BS, Business Administration - Concentration in Finance
J.P. Morgan January 2014 - Present
J.P. Morgan June 2011 - January 2014
Credit Suisse October 2010 - June 2011
Credit Suisse October 2009 - September 2010
Barclays Capital September 2008 - September 2009
Lehman Brothers May 2005 - September 2008
Lehman Brothers August 2000 - May 2005
Foot Locker January 1999 - August 2000
Federated Department Stores September 1993 - December 1998
Skills
Market Data, PMO, Forecasting, Financial Analysis, Strategic Planning, Strategy, Trading Systems, Investment Banking, Risk Management, Management, Analysis, IT Management, Finance, Financial Services, Equities, Business Analysis, Operations Management, Budgets, Asset Management, Infrastructure
Education
Zicklin School of Business at Baruch College 1999 — 2002
MBA, Computer Information Systems
Boston University Questrom School of Business 1988 — 1993
BS, Business Administration - Concentration in Finance
Vera Cohen's J.P. Morgan Experience May 1982 - February 1988
Job Mathematics Specialist
Industry Education Management
Experience
One-to-One Mathematics January 2000 - Present
NOAA - National Weather Service February 1993 - August 1994
General Services Administration August 1989 - February 1993
J.P. Morgan May 1982 - February 1988
Kitt Peak National Observatory September 1979 - April 1982
Skills
Mathematics Education, Tutoring, Educational Technology, Curriculum Design, Curriculum Development, Educational Leadership, Teacher Training, Lesson Planning, Algebra, Public Speaking, Instructional Design, Teaching, Community Outreach, Program Management
Education
Union College 1977 — 1979
Master of Science, Computer Science
Boston University 1970 — 1974
Bachelor of Arts, Mathematics
One-to-One Mathematics January 2000 - Present
NOAA - National Weather Service February 1993 - August 1994
General Services Administration August 1989 - February 1993
J.P. Morgan May 1982 - February 1988
Kitt Peak National Observatory September 1979 - April 1982
Skills
Mathematics Education, Tutoring, Educational Technology, Curriculum Design, Curriculum Development, Educational Leadership, Teacher Training, Lesson Planning, Algebra, Public Speaking, Instructional Design, Teaching, Community Outreach, Program Management
Education
Union College 1977 — 1979
Master of Science, Computer Science
Boston University 1970 — 1974
Bachelor of Arts, Mathematics
Jamie Hausman's J.P. Morgan Experience May 2007 - July 2014
Job Manager, Client Services at iLEVEL Solutions
Industry Financial Services
Experience
iLEVEL Solutions August 2014 - Present
J.P. Morgan May 2007 - July 2014
J.P. Morgan May 2012 - August 2012
State Street September 2004 - April 2007
Skills
Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Private Equity, Real Estate Private..., Client Delivery, Platform Development, Operations Management, Platform Integration, Product Customization, Client Development, Financial Analysis, Fund Administration, Equities, Securities, Management, Investments, Portfolio Management
Education
Boston University 2000 — 2004
Finance and Entrepreneurship
iLEVEL Solutions August 2014 - Present
J.P. Morgan May 2007 - July 2014
J.P. Morgan May 2012 - August 2012
State Street September 2004 - April 2007
Skills
Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Private Equity, Real Estate Private..., Client Delivery, Platform Development, Operations Management, Platform Integration, Product Customization, Client Development, Financial Analysis, Fund Administration, Equities, Securities, Management, Investments, Portfolio Management
Education
Boston University 2000 — 2004
Finance and Entrepreneurship
Shovana Chowdhury's J.P. Morgan Experience October 2014 - Present
Job Associate Asset Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Consilium Partners October 2013 - April 2014
Liberty Mutual Insurance June 2013 - August 2013
Barclays Capital September 2008 - April 2012
Lehman Brothers January 2008 - September 2008
Choice Hotels International June 2006 - May 2007
Skills
FX Options, Banking, Trading, Cash Flow, Investments, Finance, Management, Financial Modeling, Analysis, Corporate Finance, Valuation, Financial Analysis, Portfolio Management, Mutual Funds, Asset Management
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA), Asset Management
University of Maryland - Robert H. Smith School of Business 2003 — 2007
Bachelor's of Science, Finance, International Business
J.P. Morgan October 2014 - Present
Consilium Partners October 2013 - April 2014
Liberty Mutual Insurance June 2013 - August 2013
Barclays Capital September 2008 - April 2012
Lehman Brothers January 2008 - September 2008
Choice Hotels International June 2006 - May 2007
Skills
FX Options, Banking, Trading, Cash Flow, Investments, Finance, Management, Financial Modeling, Analysis, Corporate Finance, Valuation, Financial Analysis, Portfolio Management, Mutual Funds, Asset Management
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA), Asset Management
University of Maryland - Robert H. Smith School of Business 2003 — 2007
Bachelor's of Science, Finance, International Business
Peter Yanulis's J.P. Morgan Experience January 2015 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan June 2011 - December 2014
J.P. Morgan January 2009 - June 2011
J.P. Morgan April 2008 - January 2009
State Street June 2007 - April 2008
Skills
FX Options, Emerging Markets, Equities, Trading, Fixed Income, Economics, Derivatives, Hedge Funds, Capital Markets, Asset Management, Credit, Valuation, Investment Banking
Education
Columbia University in the City of New York 2013 — 2015
Master's Degree, International Economic Policy and Management
Boston University 2004 — 2008
Bachelor's Degree, Economics
Boston College High School 2000 — 2004
J.P. Morgan January 2015 - Present
J.P. Morgan June 2011 - December 2014
J.P. Morgan January 2009 - June 2011
J.P. Morgan April 2008 - January 2009
State Street June 2007 - April 2008
Skills
FX Options, Emerging Markets, Equities, Trading, Fixed Income, Economics, Derivatives, Hedge Funds, Capital Markets, Asset Management, Credit, Valuation, Investment Banking
Education
Columbia University in the City of New York 2013 — 2015
Master's Degree, International Economic Policy and Management
Boston University 2004 — 2008
Bachelor's Degree, Economics
Boston College High School 2000 — 2004
Geetha Sivaraman's J.P. Morgan Experience October 2014 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Goldman Sachs July 2006 - August 2014
Goldman Sachs July 2006 - December 2008
Photuris April 2001 - June 2002
Clearcross April 2000 - April 2001
Ernst & Young Consulting July 1998 - April 2000
E-Credit.com January 1994 - August 1998
Skills
Negotiation, Project Planning, SQL, Software Development, Information Technology
Education
Boston University 1994 — 1996
Master of Science (MS), Computer Science, A
Delhi College of Engineering 1986 — 1990
BE, Electronics & Communication
J.P. Morgan October 2014 - Present
Goldman Sachs July 2006 - August 2014
Goldman Sachs July 2006 - December 2008
Photuris April 2001 - June 2002
Clearcross April 2000 - April 2001
Ernst & Young Consulting July 1998 - April 2000
E-Credit.com January 1994 - August 1998
Skills
Negotiation, Project Planning, SQL, Software Development, Information Technology
Education
Boston University 1994 — 1996
Master of Science (MS), Computer Science, A
Delhi College of Engineering 1986 — 1990
BE, Electronics & Communication
Joseph Tam's J.P. Morgan Experience September 2013 - April 2015
Job Risk Reporting and Analytics
Industry Financial Services
Experience
Citi April 2015 - Present
J.P. Morgan September 2013 - April 2015
Morgan Stanley January 2012 - July 2013
Morgan Stanley November 2009 - January 2012
Deutsche Bank June 2006 - September 2009
RBC June 2005 - August 2005
RBC June 2004 - August 2004
Education
Boston University 2002 — 2006
BS, Finance
PS 154
Citi April 2015 - Present
J.P. Morgan September 2013 - April 2015
Morgan Stanley January 2012 - July 2013
Morgan Stanley November 2009 - January 2012
Deutsche Bank June 2006 - September 2009
RBC June 2005 - August 2005
RBC June 2004 - August 2004
Education
Boston University 2002 — 2006
BS, Finance
PS 154
Philip Giambanco's J.P. Morgan Experience June 2014 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
Citigroup January 2014 - May 2014
Citigroup July 2009 - December 2013
Citigroup July 2007 - July 2009
Advantage Data 2006 - 2007
Masterful Coaching 2005 - 2006
Education
Boston University 2003 — 2007
BA, International Relations
J.P. Morgan June 2014 - Present
Citigroup January 2014 - May 2014
Citigroup July 2009 - December 2013
Citigroup July 2007 - July 2009
Advantage Data 2006 - 2007
Masterful Coaching 2005 - 2006
Education
Boston University 2003 — 2007
BA, International Relations
Alfonso Baigorri Escandon's J.P. Morgan Experience July 2015 - Present
Job Managing Director at J.P.Morgan
Industry Banking
Experience
J.P. Morgan July 2015 - Present
Bessemer Trust March 2014 - July 2015
J.P. Morgan January 2008 - March 2014
Buchanan Ingersoll March 2006 - December 2007
Katz Barron Squitero Faust March 2004 - March 2006
Banco Santander August 1992 - March 2004
Skills
Mergers, Private Equity, Estate Planning, Corporate Law, Private Banking, Tax Law, International Tax, Family Office, Family Business, Income Tax, Latin America, Trusts, Banking, International Real..., Real Estate Transactions, Alternative Investments, Mergers & Acquisitions, High Net Worth..., Due Diligence, Financial Structuring, Investments, Securities, Risk Management, Hedge Funds, Trust Services, Wealth Management, Wealth Management..., Fixed Income
Education
University of Miami School of Law 2002 — 2004
LL.M., Estate Planning
Interamerican University School of Law 1993 — 1997
J.D., Law
Boston University 1988 — 1992
B.A.
J.P. Morgan July 2015 - Present
Bessemer Trust March 2014 - July 2015
J.P. Morgan January 2008 - March 2014
Buchanan Ingersoll March 2006 - December 2007
Katz Barron Squitero Faust March 2004 - March 2006
Banco Santander August 1992 - March 2004
Skills
Mergers, Private Equity, Estate Planning, Corporate Law, Private Banking, Tax Law, International Tax, Family Office, Family Business, Income Tax, Latin America, Trusts, Banking, International Real..., Real Estate Transactions, Alternative Investments, Mergers & Acquisitions, High Net Worth..., Due Diligence, Financial Structuring, Investments, Securities, Risk Management, Hedge Funds, Trust Services, Wealth Management, Wealth Management..., Fixed Income
Education
University of Miami School of Law 2002 — 2004
LL.M., Estate Planning
Interamerican University School of Law 1993 — 1997
J.D., Law
Boston University 1988 — 1992
B.A.
Frank Codey's J.P. Morgan Experience June 2008 - June 2009
Job President | COO | Business Acceleration | Advisory Services to Asset Managers | Prime Brokerage | M&A
Industry Financial Services
Experience
Financial Intellect May 2015 - Present
The Colt Group, LLC July 2013 - Present
Equinox Group Distributors, LLC October 2011 - June 2013
Equinox Fund Management August 2011 - June 2013
Braver Stern & Co. April 2010 - March 2011
J.P. Morgan June 2008 - June 2009
Bear Stearns February 1987 - June 2008
Skills
Hedge Funds, Alternative Investments, Fixed Income, Investments, Due Diligence, Asset Management, Mutual Funds, Capital Markets, Securities, Financial Services, Prime Brokerage, Funding, Risk Management, COO, C-Level Leadership, C-Level Relationships, Broker-Dealer, FINRA Compliance, Streamlining..., Series 24, Financial Oversight, Financial Systems..., Financial Process..., Financial Policies &..., Operations Management, Strategic Partnerships, Financial Systems Design, Client Integration, Relationship Management, Executive Team, Internal Financial..., Executive Development, Strategic Initiatives, M&A Experience, Acquisition Integration, Mergers and Acquisitions, Global Business..., International Business..., Strategic Alliances, Strategic Relationships, Complex Sales, Revenue Streams, President, CEO, Financial Integration, High Performance Teams, Cross Selling, Resource Allocation, MBS, Strategic Consulting
Education
Boston University Questrom School of Business 1982 — 1986
Bachelor of Science (BS), Finance
Northern Highlands
Financial Intellect May 2015 - Present
The Colt Group, LLC July 2013 - Present
Equinox Group Distributors, LLC October 2011 - June 2013
Equinox Fund Management August 2011 - June 2013
Braver Stern & Co. April 2010 - March 2011
J.P. Morgan June 2008 - June 2009
Bear Stearns February 1987 - June 2008
Skills
Hedge Funds, Alternative Investments, Fixed Income, Investments, Due Diligence, Asset Management, Mutual Funds, Capital Markets, Securities, Financial Services, Prime Brokerage, Funding, Risk Management, COO, C-Level Leadership, C-Level Relationships, Broker-Dealer, FINRA Compliance, Streamlining..., Series 24, Financial Oversight, Financial Systems..., Financial Process..., Financial Policies &..., Operations Management, Strategic Partnerships, Financial Systems Design, Client Integration, Relationship Management, Executive Team, Internal Financial..., Executive Development, Strategic Initiatives, M&A Experience, Acquisition Integration, Mergers and Acquisitions, Global Business..., International Business..., Strategic Alliances, Strategic Relationships, Complex Sales, Revenue Streams, President, CEO, Financial Integration, High Performance Teams, Cross Selling, Resource Allocation, MBS, Strategic Consulting
Education
Boston University Questrom School of Business 1982 — 1986
Bachelor of Science (BS), Finance
Northern Highlands
Eric Zacharek's J.P. Morgan Experience February 2015 - June 2015
Job Managing Director at State Street
Industry Financial Services
Experience
State Street July 2015 - Present
J.P. Morgan February 2015 - June 2015
J.P. Morgan July 2013 - January 2015
McKinsey & Company November 2011 - June 2013
McKinsey & Company October 2009 - December 2011
McKinsey & Company June 2008 - August 2008
Aspect Medical Systems 2007 - 2007
Aspect Medical Systems 2005 - 2006
Aspect Medical Systems 2003 - 2005
Aspect Medical Systems 2001 - 2003
Skills
Management Consulting, Cross-functional Team..., Business Strategy, Strategy, Financial Modeling, Marketing Strategy, Consulting, Strategic Planning, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA
Boston University 1997 — 2001
Bachelor of Science (B.S.), Manufacturing Engineering, Magna Cum Laude
State Street July 2015 - Present
J.P. Morgan February 2015 - June 2015
J.P. Morgan July 2013 - January 2015
McKinsey & Company November 2011 - June 2013
McKinsey & Company October 2009 - December 2011
McKinsey & Company June 2008 - August 2008
Aspect Medical Systems 2007 - 2007
Aspect Medical Systems 2005 - 2006
Aspect Medical Systems 2003 - 2005
Aspect Medical Systems 2001 - 2003
Skills
Management Consulting, Cross-functional Team..., Business Strategy, Strategy, Financial Modeling, Marketing Strategy, Consulting, Strategic Planning, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA
Boston University 1997 — 2001
Bachelor of Science (B.S.), Manufacturing Engineering, Magna Cum Laude
William DiJohnson's J.P. Morgan Experience January 2010 - June 2010
Job Associate Analyst at Wells Fargo Securities, LLC
Industry Financial Services
Experience
Wells Fargo Securities, LLC January 2014 - Present
Battle Road Research June 2010 - April 2013
J.P. Morgan January 2010 - June 2010
International Elders, Inc. June 2003 - August 2008
Skills
Primary Research, Financial Modeling, Client Service, Economics, Equities, Accounting, Forecasting, Funding, Analysis, Financial Services, Mutual Funds
Education
University of Massachusetts, Amherst 2006 — 2009
BA, Economics
Boston University 2004 — 2006
Brookline High School
Wells Fargo Securities, LLC January 2014 - Present
Battle Road Research June 2010 - April 2013
J.P. Morgan January 2010 - June 2010
International Elders, Inc. June 2003 - August 2008
Skills
Primary Research, Financial Modeling, Client Service, Economics, Equities, Accounting, Forecasting, Funding, Analysis, Financial Services, Mutual Funds
Education
University of Massachusetts, Amherst 2006 — 2009
BA, Economics
Boston University 2004 — 2006
Brookline High School
Paula Danett's J.P. Morgan Experience April 1989 - April 1996
Job Grants Manager at MHA Westchester Inc.
Industry Nonprofit Organization Management
Experience
MHA Westchester Inc. October 2013 - Present
Maryknoll Lay Missioners June 2013 - October 2013
Independent Contractor June 2012 - October 2013
Ropes & Gray March 2013 - May 2013
Girls Inc. Westchester November 2009 - June 2012
Guiding Eyes for the Blind July 1997 - February 2001
J.P. Morgan April 1989 - April 1996
Education
Boston University 1984 — 1986
Doctor of Law (JD), Law
University of Pennsylvania 1978 — 1982
Bachelor of Arts (B.A.), English
MHA Westchester Inc. October 2013 - Present
Maryknoll Lay Missioners June 2013 - October 2013
Independent Contractor June 2012 - October 2013
Ropes & Gray March 2013 - May 2013
Girls Inc. Westchester November 2009 - June 2012
Guiding Eyes for the Blind July 1997 - February 2001
J.P. Morgan April 1989 - April 1996
Education
Boston University 1984 — 1986
Doctor of Law (JD), Law
University of Pennsylvania 1978 — 1982
Bachelor of Arts (B.A.), English
Eric Low's J.P. Morgan Experience June 2008 - August 2008
Job Management Consultant at PwC Advisory
Industry Management Consulting
Experience
PricewaterhouseCoopers July 2015 - Present
John Hancock Life Insurance Company (U.S.A.) September 2008 - May 2015
J.P. Morgan June 2008 - August 2008
Skills
Investments, Risk Management, International Business, Financial Analysis, Equities, Data Analysis, Finance, Financial Modeling, Analysis, Corporate Finance, Project Management, Strategic Planning, Business Analysis, Management Consulting, Strategy
Education
Boston University Questrom School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration (BBA), Finance & Operations Management
The Chinese University of Hong Kong 2007 — 2007
Study Abroad Program, International Business
PricewaterhouseCoopers July 2015 - Present
John Hancock Life Insurance Company (U.S.A.) September 2008 - May 2015
J.P. Morgan June 2008 - August 2008
Skills
Investments, Risk Management, International Business, Financial Analysis, Equities, Data Analysis, Finance, Financial Modeling, Analysis, Corporate Finance, Project Management, Strategic Planning, Business Analysis, Management Consulting, Strategy
Education
Boston University Questrom School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration (BBA), Finance & Operations Management
The Chinese University of Hong Kong 2007 — 2007
Study Abroad Program, International Business
Laura Broccolo's J.P. Morgan Experience July 2012 - November 2013
Job On Campus Recruiter at Deutsche Bank
Industry Human Resources
Experience
Deutsche Bank November 2013 - Present
J.P. Morgan July 2012 - November 2013
JP Morgan April 2010 - July 2012
Barclays Capital October 2009 - April 2010
NBC January 2009 - May 2009
Village of Northbrook 2003 - 2009
Brave New World January 2008 - May 2008
Skills
Recruiting, Interviews, Management, Analysis, Career Development, Finance, Corporate Communications, Internal Communications, Screening, Project Planning, Talent Management, Human Resources, Event Planning
Education
Villanova University 2005 — 2009
Bachelor of Arts, Communication, Media Studies, English
Boston University
Internship Program, Advertising and Public Relations
Deutsche Bank November 2013 - Present
J.P. Morgan July 2012 - November 2013
JP Morgan April 2010 - July 2012
Barclays Capital October 2009 - April 2010
NBC January 2009 - May 2009
Village of Northbrook 2003 - 2009
Brave New World January 2008 - May 2008
Skills
Recruiting, Interviews, Management, Analysis, Career Development, Finance, Corporate Communications, Internal Communications, Screening, Project Planning, Talent Management, Human Resources, Event Planning
Education
Villanova University 2005 — 2009
Bachelor of Arts, Communication, Media Studies, English
Boston University
Internship Program, Advertising and Public Relations
Ernest Asaff's J.P. Morgan Experience 1976 - 1989
Job Primary Owner at Norview Acquisition, LLC
Industry Investment Management
Experience
Montague CFI, LLC May 2005 - Present
Norview Acquisition January 2005 - Present
crossroads media marketing, llc 2009 - 2010
Marsh & McLennan Companies, Inc. April 1997 - March 2007
CIBC World Markets 1992 - 1998
Prudential Securities 1989 - 1992
J.P. Morgan 1976 - 1989
Skills
Mergers, Insurance, Investment Banking, Securities, Investments, Analysis, Credit, Banking, Equities, Loans, Compliance, Financial Analysis, Valuation, Strategic Planning, Funding, Executive Management, Negotiation, Risk Management, Capital, Contract Negotiation, Financial Modeling, Corporate Finance, Trading, Management, Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Hedge Funds, Venture Capital, Alternative Investments, Project Finance, Strategic Financial..., Private Equity, Financial Risk, Asset Management, Derivatives, Fixed Income, Structured Finance, Management Consulting, Capital Markets, Financial Structuring, Corporate Development, Financial Advisory, Financial Services
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance
Boston University 1969 — 1973
BA, Economics, Cum Laude
Montague CFI, LLC May 2005 - Present
Norview Acquisition January 2005 - Present
crossroads media marketing, llc 2009 - 2010
Marsh & McLennan Companies, Inc. April 1997 - March 2007
CIBC World Markets 1992 - 1998
Prudential Securities 1989 - 1992
J.P. Morgan 1976 - 1989
Skills
Mergers, Insurance, Investment Banking, Securities, Investments, Analysis, Credit, Banking, Equities, Loans, Compliance, Financial Analysis, Valuation, Strategic Planning, Funding, Executive Management, Negotiation, Risk Management, Capital, Contract Negotiation, Financial Modeling, Corporate Finance, Trading, Management, Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Hedge Funds, Venture Capital, Alternative Investments, Project Finance, Strategic Financial..., Private Equity, Financial Risk, Asset Management, Derivatives, Fixed Income, Structured Finance, Management Consulting, Capital Markets, Financial Structuring, Corporate Development, Financial Advisory, Financial Services
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance
Boston University 1969 — 1973
BA, Economics, Cum Laude
Paul Bossidy's J.P. Morgan Experience June 2012 - January 2014
Job Junior Associate at Octagon Credit Investors
Industry Investment Management
Experience
Octagon Credit Investors July 2015 - Present
Octagon Credit Investors February 2014 - June 2015
J.P. Morgan June 2012 - January 2014
Chilton Investment Company May 2011 - July 2011
Fédération Routière Internationale (International Road Group) February 2011 - April 2011
Clayton Holdings LLC (sold to Radian Group) May 2010 - July 2010
Clayton Holdings LLC (sold to Radian Group) May 2009 - July 2009
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Financial Modeling, Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Outlook, Accounting, Teamwork, Economics, Banking, Customer Service
Education
Bucknell University 2008 — 2012
Bachelor of Arts (B.A.), English and Environmental Studies, Cum Laude
Boston University 2011 — 2011
Work-Study Abroad Program, Fédération Routière Internationale, Research Analyst
Ridgefield High School 2005 — 2008
H.S. Diploma with Honors, General Studies, GPA: 4.2 of 4.5
Octagon Credit Investors July 2015 - Present
Octagon Credit Investors February 2014 - June 2015
J.P. Morgan June 2012 - January 2014
Chilton Investment Company May 2011 - July 2011
Fédération Routière Internationale (International Road Group) February 2011 - April 2011
Clayton Holdings LLC (sold to Radian Group) May 2010 - July 2010
Clayton Holdings LLC (sold to Radian Group) May 2009 - July 2009
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Financial Modeling, Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Outlook, Accounting, Teamwork, Economics, Banking, Customer Service
Education
Bucknell University 2008 — 2012
Bachelor of Arts (B.A.), English and Environmental Studies, Cum Laude
Boston University 2011 — 2011
Work-Study Abroad Program, Fédération Routière Internationale, Research Analyst
Ridgefield High School 2005 — 2008
H.S. Diploma with Honors, General Studies, GPA: 4.2 of 4.5
Kushagra Sodhia's J.P. Morgan Experience August 2011 - February 2015
Job Investment Banking Risk Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2011 - February 2015
Standard Chartered Bank June 2010 - August 2010
Citigroup February 2010 - May 2010
Standard Chartered Bank June 2009 - August 2009
Boston University School of Management September 2008 - May 2009
Education
Boston University 2007 — 2011
Boston University Questrom School of Business 2007 — 2011
Bangkok Patana School
J.P. Morgan August 2011 - February 2015
Standard Chartered Bank June 2010 - August 2010
Citigroup February 2010 - May 2010
Standard Chartered Bank June 2009 - August 2009
Boston University School of Management September 2008 - May 2009
Education
Boston University 2007 — 2011
Boston University Questrom School of Business 2007 — 2011
Bangkok Patana School
Michael Valentino's J.P. Morgan Experience December 2014 - Present
Job Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan December 2014 - Present
CIT March 2013 - December 2014
Key Bank July 2012 - March 2013
Soros Fund Management May 2011 - August 2011
DeSilva & Phillips June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Argus Modeling, Microsoft Excel, Financial Modeling, Finance, Valuation, Corporate Finance, Microsoft Office, PowerPoint, Investments, Financial Analysis, Microsoft Word, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance, 3.5
Regis High School 2004 — 2008
3.7
J.P. Morgan December 2014 - Present
CIT March 2013 - December 2014
Key Bank July 2012 - March 2013
Soros Fund Management May 2011 - August 2011
DeSilva & Phillips June 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Argus Modeling, Microsoft Excel, Financial Modeling, Finance, Valuation, Corporate Finance, Microsoft Office, PowerPoint, Investments, Financial Analysis, Microsoft Word, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance, 3.5
Regis High School 2004 — 2008
3.7
Ami Funaki's J.P. Morgan Experience June 2006 - June 2009
Job
Industry Translation and Localization
Experience
LEVEL-5 International America Inc. July 2012 - October 2013
LEVEL-5 International America Inc. August 2011 - July 2012
Square Enix April 2010 - August 2011
J.P. Morgan June 2006 - June 2009
Skills
Digital Media, Japanese, Marketing Strategy, Video Games, Translation, Online Gaming, Product Management, Mobile Games, Game Development, Product Development
Education
Boston University 2002 — 2006
BA, International Relations, Economics
LEVEL-5 International America Inc. July 2012 - October 2013
LEVEL-5 International America Inc. August 2011 - July 2012
Square Enix April 2010 - August 2011
J.P. Morgan June 2006 - June 2009
Skills
Digital Media, Japanese, Marketing Strategy, Video Games, Translation, Online Gaming, Product Management, Mobile Games, Game Development, Product Development
Education
Boston University 2002 — 2006
BA, International Relations, Economics
Frank dike's J.P. Morgan Experience November 2012 - Present
Job Vice President Operations Control Management & Risk at J.P. Morgan
Industry Banking
Experience
J.P. Morgan November 2012 - Present
JPMorgan Chase August 2008 - November 2012
State Street February 2000 - August 2008
Education
Harvard University
Masters, Management
Boston University 2005 — 2007
M.sc, Financial Economics
J.P. Morgan November 2012 - Present
JPMorgan Chase August 2008 - November 2012
State Street February 2000 - August 2008
Education
Harvard University
Masters, Management
Boston University 2005 — 2007
M.sc, Financial Economics
Tasha Pelio's J.P. Morgan Experience October 2007 - Present
Job Media Relations at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2007 - Present
Lehman Brothers August 2004 - September 2007
Skills
Media Relations, Marketing Communications, Public Relations, Corporate Communications
Education
Boston University 1996 — 2000
J.P. Morgan October 2007 - Present
Lehman Brothers August 2004 - September 2007
Skills
Media Relations, Marketing Communications, Public Relations, Corporate Communications
Education
Boston University 1996 — 2000
Phil DiIorio's J.P. Morgan Experience July 2011 - Present
Job CEO JPM Wealth Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2011 - Present
J.P. Morgan January 2005 - July 2011
Skills
Private Banking, Wealth Management, Fixed Income, Investments
Education
Boston University 1982 — 1986
BA, Economics and International Relations
J.P. Morgan July 2011 - Present
J.P. Morgan January 2005 - July 2011
Skills
Private Banking, Wealth Management, Fixed Income, Investments
Education
Boston University 1982 — 1986
BA, Economics and International Relations
Walter Love's J.P. Morgan Experience September 2012 - November 2012
Job Analyst at Rothschild
Industry Investment Banking
Experience
Jefferies May 2013 - August 2013
J.P. Morgan September 2012 - November 2012
Printpack, Inc. July 2011 - August 2011
Skills
Computer Proficiency, Microsoft Word, Microsoft Excel, PowerPoint, Google Docs
Education
Wake Forest University 2010 — 2014
Bachelor of Science (B.S.) in Finance
Boston University 2012 — 2012
The Westminster Schools 1996 — 2010
High School Diploma
Jefferies May 2013 - August 2013
J.P. Morgan September 2012 - November 2012
Printpack, Inc. July 2011 - August 2011
Skills
Computer Proficiency, Microsoft Word, Microsoft Excel, PowerPoint, Google Docs
Education
Wake Forest University 2010 — 2014
Bachelor of Science (B.S.) in Finance
Boston University 2012 — 2012
The Westminster Schools 1996 — 2010
High School Diploma
Yvonne Agyare Adjepong's J.P. Morgan Experience 2010 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase September 2011 - April 2012
J.P. Morgan 2010 - 2010
STATE STREET CORPORATION 2006 - 2009
Skills
Microsoft Office
Education
Boston University 2008 — 2012
Master's degree, Financial Economics
Valley View University, Ghana 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
JPMorgan Chase September 2011 - April 2012
J.P. Morgan 2010 - 2010
STATE STREET CORPORATION 2006 - 2009
Skills
Microsoft Office
Education
Boston University 2008 — 2012
Master's degree, Financial Economics
Valley View University, Ghana 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
Edward Boback's J.P. Morgan Experience August 2014 - November 2014
Job Collateral Underwriter II at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
J.P. Morgan August 2014 - November 2014
Residential Finance August 2012 - September 2013
Embrace Home Loans December 2011 - June 2012
Embrace Home Loans March 2009 - December 2011
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Loans, Refinance, Credit, Residential Mortgages, Quality Assurance, Loss Mitigation, Mortgage Underwriting, Underwriting, Banking, Credit Analysis, FHA financing, Analysis, Risk Management, Data Analysis, Financial Analysis, FHA Financing
Education
Boston University 1987 — 1991
Bachelor of Arts (BA), International Relations and Affairs, with a concentration in International Big Business
George Mason University 1998 — 1998
Extended Studies, Management/ Finance and Statistics
JPMorgan Chase & Co. November 2014 - Present
J.P. Morgan August 2014 - November 2014
Residential Finance August 2012 - September 2013
Embrace Home Loans December 2011 - June 2012
Embrace Home Loans March 2009 - December 2011
Skills
Mortgage Lending, Mortgage Banking, FHA, Loan Origination, Loans, Refinance, Credit, Residential Mortgages, Quality Assurance, Loss Mitigation, Mortgage Underwriting, Underwriting, Banking, Credit Analysis, FHA financing, Analysis, Risk Management, Data Analysis, Financial Analysis, FHA Financing
Education
Boston University 1987 — 1991
Bachelor of Arts (BA), International Relations and Affairs, with a concentration in International Big Business
George Mason University 1998 — 1998
Extended Studies, Management/ Finance and Statistics
Eric Brennan's J.P. Morgan Experience June 2014 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
Barclays Investment Bank April 2008 - June 2014
US Army February 2004 - February 2007
Skills
Contract Negotiation, KYC, Reputational Risk, AML, Legal Documents, Military Training, Onboarding, Fixed Income, Securities Lending, Market Risk, Prime Brokerage, Internal Audit, Equities, Investment Banking, Structured Products, Trading, Analysis, Bloomberg, Financial Services, Securities, Capital Markets, Risk Management, Hedge Funds, Derivatives
Education
Boston University 1999 — 2003
Bachelor of Arts (B.A.), Economics
J.P. Morgan June 2014 - Present
Barclays Investment Bank April 2008 - June 2014
US Army February 2004 - February 2007
Skills
Contract Negotiation, KYC, Reputational Risk, AML, Legal Documents, Military Training, Onboarding, Fixed Income, Securities Lending, Market Risk, Prime Brokerage, Internal Audit, Equities, Investment Banking, Structured Products, Trading, Analysis, Bloomberg, Financial Services, Securities, Capital Markets, Risk Management, Hedge Funds, Derivatives
Education
Boston University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Susan Christie, CPA, CIDA's J.P. Morgan Experience January 2012 - May 2013
Job Director, Risk and Information Management at American Express
Industry Financial Services
Experience
American Express November 2014 - Present
American Express May 2013 - November 2014
J.P. Morgan January 2012 - May 2013
J.P. Morgan January 2008 - January 2012
John Hancock Financial Services October 2002 - January 2008
R.J. Gold & Company July 2001 - September 2002
PwC September 1999 - July 2001
PwC June 1998 - August 1998
Skills
Internal Controls, Internal Audit, Risk Management, Process Improvement, Project Management, Investments, Private Equity, Financial Reporting, Accounting, Fund Accounting, Equities, Hedge Funds, Business Transformation, Operations Management, Change Management, Team Management, Talent Management, SSAE 16, SOX 404, Agile Leadership, Operational Streamlining, Leading Positive Change, Problem Solving, Global Regulatory..., Ethical Decision Making, Organizational..., High Performance..., Streamlining Complex..., Driving Operational..., Derivatives, Alternative Investments, Intrapersonal Skills, Migration Projects, Analytical Skills, Operations Control, Financial Risk, Management
Education
Boston College - Carroll School of Management
Bachelor of Science (B.S.), Accounting, summa cum laude
American Express November 2014 - Present
American Express May 2013 - November 2014
J.P. Morgan January 2012 - May 2013
J.P. Morgan January 2008 - January 2012
John Hancock Financial Services October 2002 - January 2008
R.J. Gold & Company July 2001 - September 2002
PwC September 1999 - July 2001
PwC June 1998 - August 1998
Skills
Internal Controls, Internal Audit, Risk Management, Process Improvement, Project Management, Investments, Private Equity, Financial Reporting, Accounting, Fund Accounting, Equities, Hedge Funds, Business Transformation, Operations Management, Change Management, Team Management, Talent Management, SSAE 16, SOX 404, Agile Leadership, Operational Streamlining, Leading Positive Change, Problem Solving, Global Regulatory..., Ethical Decision Making, Organizational..., High Performance..., Streamlining Complex..., Driving Operational..., Derivatives, Alternative Investments, Intrapersonal Skills, Migration Projects, Analytical Skills, Operations Control, Financial Risk, Management
Education
Boston College - Carroll School of Management
Bachelor of Science (B.S.), Accounting, summa cum laude
Harshad Lalwani's J.P. Morgan Experience July 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - July 2013
Standard Chartered Bank July 2009 - July 2010
Skills
Corporate Finance, Financial Modeling, Equities, Valuation, Bloomberg, Investments
Education
Boston University 2005 — 2009
Bachelor of Science in Business Administration, Dual Concentration in Accounting and Finance
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - July 2013
Standard Chartered Bank July 2009 - July 2010
Skills
Corporate Finance, Financial Modeling, Equities, Valuation, Bloomberg, Investments
Education
Boston University 2005 — 2009
Bachelor of Science in Business Administration, Dual Concentration in Accounting and Finance
Martin Lew's J.P. Morgan Experience March 2008 - July 2014
Job Investor
Industry Oil & Energy
Experience
J.P. Morgan March 2008 - July 2014
Bear Stearns & Co. February 2007 - March 2008
U.S. Department of Justice (US Attorneys Office - District of Massachusetts) May 2005 - August 2005
U.S. Department of Justice (Office of International Affairs) May 2004 - August 2004
Equate Systems, Inc. August 2000 - November 2003
Netraction December 1999 - July 2000
Skills
Commodity, Business Development, Private Equity, Due Diligence, Business Strategy, Commodity Markets, Equities, Angel Investing, Renewable Energy, Natural Gas, Transaction Origination, Commodities Trading, Securities Law, Corporate Law, Sales, Environmental Markets, Business Valuation, Debt & Equity Capital..., Emissions Trading, Energy Trading, Power Generation, Transportation, Carbon Markets, Entrepreneurship, Deal Structures, New Business Development, Corporate Finance, Coal, Mentoring, Team Leadership, Leadership, Go-to-market Strategy, Mergers & Acquisitions, Strategic Partnerships, P&L Management
Education
Boston College Law School 2003 — 2006
Juris Doctor, Corporate and Securities Law
University of Southern California 1994 — 1999
BA, Media Studies and Political Science
J.P. Morgan March 2008 - July 2014
Bear Stearns & Co. February 2007 - March 2008
U.S. Department of Justice (US Attorneys Office - District of Massachusetts) May 2005 - August 2005
U.S. Department of Justice (Office of International Affairs) May 2004 - August 2004
Equate Systems, Inc. August 2000 - November 2003
Netraction December 1999 - July 2000
Skills
Commodity, Business Development, Private Equity, Due Diligence, Business Strategy, Commodity Markets, Equities, Angel Investing, Renewable Energy, Natural Gas, Transaction Origination, Commodities Trading, Securities Law, Corporate Law, Sales, Environmental Markets, Business Valuation, Debt & Equity Capital..., Emissions Trading, Energy Trading, Power Generation, Transportation, Carbon Markets, Entrepreneurship, Deal Structures, New Business Development, Corporate Finance, Coal, Mentoring, Team Leadership, Leadership, Go-to-market Strategy, Mergers & Acquisitions, Strategic Partnerships, P&L Management
Education
Boston College Law School 2003 — 2006
Juris Doctor, Corporate and Securities Law
University of Southern California 1994 — 1999
BA, Media Studies and Political Science
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.