J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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J.P. Morgan Employees
Employee
Years
Job
Industry
Benjamin Thomason, JD Benjamin Thomason, JD's J.P. Morgan Experience July 2010 - August 2014
Job Regional Sales Vice President at Securian Financial Group
Industry Banking
Experience
Securian Retirement Distributors August 2014 - Present
JP Morgan July 2010 - August 2014
Fidelity Investments September 2005 - July 2010
Fidelity Investments September 2000 - September 2005
Skills
Investments, 401k, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Series 63, Asset Allocation, Retirement, Investment Advisory, Defined Benefit, Defined Contribution, Retirement Plan..., Alternative Investments, Series 65
Education
Gonzaga University School of Law 1994 — 1997
Juris Doctorate
James Madison University 1989 — 1993
Bachelor of Business Administration (BBA), International Business
Securian Retirement Distributors August 2014 - Present
JP Morgan July 2010 - August 2014
Fidelity Investments September 2005 - July 2010
Fidelity Investments September 2000 - September 2005
Skills
Investments, 401k, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Series 63, Asset Allocation, Retirement, Investment Advisory, Defined Benefit, Defined Contribution, Retirement Plan..., Alternative Investments, Series 65
Education
Gonzaga University School of Law 1994 — 1997
Juris Doctorate
James Madison University 1989 — 1993
Bachelor of Business Administration (BBA), International Business
Ellyn Stern Ellyn Stern's J.P. Morgan Experience MDSunTrust Bank2002 - 2006
Job Managing Director at JP Morgan
Industry Banking
Experience
JP Morgan MDSunTrust Bank2002 - 2006
Chase 1982 - 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, Equities, Portfolio Management, Corporate Finance, Private Equity, Valuation, Banking, Financial Modeling, Series 7, Structured Finance, Investments, Risk Management, Hedge Funds, Credit, Financial Analysis, Credit Analysis, Financial Structuring
Education
Harvard Business School 1989 — 1989
PMD, Executive MBA program
University of Hartford 1978 — 1982
Bachelor of Science (BS), Economics & Finance
JP Morgan MDSunTrust Bank2002 - 2006
Chase 1982 - 1997
Skills
Capital Markets, Investment Banking, Fixed Income, Derivatives, Equities, Portfolio Management, Corporate Finance, Private Equity, Valuation, Banking, Financial Modeling, Series 7, Structured Finance, Investments, Risk Management, Hedge Funds, Credit, Financial Analysis, Credit Analysis, Financial Structuring
Education
Harvard Business School 1989 — 1989
PMD, Executive MBA program
University of Hartford 1978 — 1982
Bachelor of Science (BS), Economics & Finance
Sarah Sathaye Sarah Sathaye's J.P. Morgan Experience June 2008 - August 2008
Job
Industry Retail
Experience
SHOPBOP September 2013 - Present
Alton Lane 2012 - September 2013
Bain & Company 2009 - September 2012
Harvard Business School September 2007 - June 2009
JP Morgan June 2008 - August 2008
Booz Allen Hamilton January 2007 - August 2007
Booz Allen Hamilton August 2005 - January 2007
Lockheed Martin June 2002 - July 2005
Education
Harvard Business School 2007 — 2009
MBA, 2009
The Johns Hopkins University 1998 — 2002
B.S./M.S., Engineering (Biomedical & Systems)
SHOPBOP September 2013 - Present
Alton Lane 2012 - September 2013
Bain & Company 2009 - September 2012
Harvard Business School September 2007 - June 2009
JP Morgan June 2008 - August 2008
Booz Allen Hamilton January 2007 - August 2007
Booz Allen Hamilton August 2005 - January 2007
Lockheed Martin June 2002 - July 2005
Education
Harvard Business School 2007 — 2009
MBA, 2009
The Johns Hopkins University 1998 — 2002
B.S./M.S., Engineering (Biomedical & Systems)
Sharam Fouladgar-Mercer Sharam Fouladgar-Mercer's J.P. Morgan Experience June 2007 — August 2007
Job Entrepreneur
Industry Venture Capital & Private Equity
Experience
AirPR January 2011 — Present
Shasta Ventures May 2010 — December 2010
TouchCommerce March 2009 — April 2010
Makara January 2009 — April 2010
Sierra Ventures September 2008 — April 2010
JP Morgan June 2007 — August 2007
Appian Corporation August 2004 — July 2006
Education
Harvard Business School 2006 — 2008
MBA, Business
Princeton University 2000 — 2004
BSE, Computer Science
Manlius Pebble Hill 2000 — 2004
High School
AirPR January 2011 — Present
Shasta Ventures May 2010 — December 2010
TouchCommerce March 2009 — April 2010
Makara January 2009 — April 2010
Sierra Ventures September 2008 — April 2010
JP Morgan June 2007 — August 2007
Appian Corporation August 2004 — July 2006
Education
Harvard Business School 2006 — 2008
MBA, Business
Princeton University 2000 — 2004
BSE, Computer Science
Manlius Pebble Hill 2000 — 2004
High School
Dana Grigg, AIF® Dana Grigg, AIF®'s J.P. Morgan Experience July 1992 - March 1994
Job President of Camelotta Advisors, Accredited Investment Fiduciary
Industry Investment Management
Experience
Camelotta Advisors April 2004 - Present
Camelotta Advisors October 2001 - Present
Trilogy 2000 - 2001
BlackRock March 1994 - March 1996
JP Morgan July 1992 - March 1994
Skills
Portfolio Management, Fixed Income Portfolio..., Asset Allocation, Forensic Accounting, Interest Rate..., Expert Witness, Divorce, Financial Planners, Wealth Management, Stock Trading, Bond Markets, Commodity Markets, Options Strategies, Hedge Funds, Macroeconomics, Monetary Policy, Money, Risk Management, 401k, Capital Markets, Fixed Income, Investments, Valuation, Options, Financial Advisory, Financial Planning, Business Strategy, Start-ups, Investment Management
Education
Harvard Business School 1998 — 2000
MBA, Management
Stanford University 1988 — 1992
Bachelors, Economics
Camelotta Advisors April 2004 - Present
Camelotta Advisors October 2001 - Present
Trilogy 2000 - 2001
BlackRock March 1994 - March 1996
JP Morgan July 1992 - March 1994
Skills
Portfolio Management, Fixed Income Portfolio..., Asset Allocation, Forensic Accounting, Interest Rate..., Expert Witness, Divorce, Financial Planners, Wealth Management, Stock Trading, Bond Markets, Commodity Markets, Options Strategies, Hedge Funds, Macroeconomics, Monetary Policy, Money, Risk Management, 401k, Capital Markets, Fixed Income, Investments, Valuation, Options, Financial Advisory, Financial Planning, Business Strategy, Start-ups, Investment Management
Education
Harvard Business School 1998 — 2000
MBA, Management
Stanford University 1988 — 1992
Bachelors, Economics
Aneesha Cole Aneesha Cole's J.P. Morgan Experience 1998 - 2001
Job Physician Assistant at Americare Health
Industry Medical Practice
Experience
Americare Health January 2008 - Present
United Blood Services 2001 - 2004
JP Morgan 1998 - 2001
Skills
Clinical Research, Emergency Medicine, Healthcare, Internal Medicine, Hospitals, Pediatrics, Primary Care, Suturing, Family Medicine, Board Certified
Education
Touro University-Nevada 2004 — 2007
Masters, Physician Assistant Studies
Grand Canyon University 1997 — 2001
Bachelors, Biochemistry/Biology/Humanities
Americare Health January 2008 - Present
United Blood Services 2001 - 2004
JP Morgan 1998 - 2001
Skills
Clinical Research, Emergency Medicine, Healthcare, Internal Medicine, Hospitals, Pediatrics, Primary Care, Suturing, Family Medicine, Board Certified
Education
Touro University-Nevada 2004 — 2007
Masters, Physician Assistant Studies
Grand Canyon University 1997 — 2001
Bachelors, Biochemistry/Biology/Humanities
Ather Williams III Ather Williams III's J.P. Morgan Experience January 2005 - May 2008
Job Managing Director, Head of Global Transaction Services at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch September 2011 - Present
JPMorgan August 2009 - September 2011
JPMorgan Chase May 2008 - August 2009
JP Morgan January 2005 - May 2008
JPMorgan Chase August 2002 - February 2004
Manugistics February 2002 - June 2003
OPi Software June 2000 - September 2001
Walt Disney World June 1999 - June 2000
First Manhattan Consulting Group August 1994 - July 1997
Skills
Strategic Planning, Cash Management, Financial Services, Finance, Liquidity Management, Financial Modeling, Management, Strategy, Business Strategy, Payments, Leadership, FX Options, Treasury Management, Investment Banking, Analysis, Relationship Management, Risk Management, Business Development, Credit, Analytics, Product Management, Investments, Mergers & Acquisitions, Managerial Finance, Commercial Banking, Retail Banking, Treasury, Portfolio Management, Securities, Capital Markets, Financial Institutions, Banking, Trade Finance, Credit Cards, Corporate Finance, Valuation, Financial Markets, Emerging Markets, Private Equity
Education
Harvard Business School 1997 — 1999
MBA
Harvard College 1988 — 1992
AB
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch September 2011 - Present
JPMorgan August 2009 - September 2011
JPMorgan Chase May 2008 - August 2009
JP Morgan January 2005 - May 2008
JPMorgan Chase August 2002 - February 2004
Manugistics February 2002 - June 2003
OPi Software June 2000 - September 2001
Walt Disney World June 1999 - June 2000
First Manhattan Consulting Group August 1994 - July 1997
Skills
Strategic Planning, Cash Management, Financial Services, Finance, Liquidity Management, Financial Modeling, Management, Strategy, Business Strategy, Payments, Leadership, FX Options, Treasury Management, Investment Banking, Analysis, Relationship Management, Risk Management, Business Development, Credit, Analytics, Product Management, Investments, Mergers & Acquisitions, Managerial Finance, Commercial Banking, Retail Banking, Treasury, Portfolio Management, Securities, Capital Markets, Financial Institutions, Banking, Trade Finance, Credit Cards, Corporate Finance, Valuation, Financial Markets, Emerging Markets, Private Equity
Education
Harvard Business School 1997 — 1999
MBA
Harvard College 1988 — 1992
AB
Andrea Almeida Mack's J.P. Morgan Experience June 1993 - August 1993
Job Senior Vice President Marketing at Trust Company of the West
Industry Investment Management
Experience
Trust Company of the West November 2013 - Present
Western Asset Management July 1998 - May 2013
Payden & Rygel September 1994 - June 1998
JP Morgan June 1993 - August 1993
Skills
Fixed Income, Investment Management, Equities, Asset Managment, Investments, Financial Modeling, Hedge Funds, Bloomberg, Asset Allocation, Portfolio Management, Alternative Investments, Mergers, Investment Strategies, Financial Analysis, Valuation
Education
CFA Institute
CFA
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
Harvard University 1985 — 1989
BA, cum laude, Romance Languages & Literature
Trust Company of the West November 2013 - Present
Western Asset Management July 1998 - May 2013
Payden & Rygel September 1994 - June 1998
JP Morgan June 1993 - August 1993
Skills
Fixed Income, Investment Management, Equities, Asset Managment, Investments, Financial Modeling, Hedge Funds, Bloomberg, Asset Allocation, Portfolio Management, Alternative Investments, Mergers, Investment Strategies, Financial Analysis, Valuation
Education
CFA Institute
CFA
UCLA Anderson School of Management 1992 — 1994
MBA, Finance
Harvard University 1985 — 1989
BA, cum laude, Romance Languages & Literature
John Abbott John Abbott's J.P. Morgan Experience October 1992 - September 2005
Job
Industry Information Technology and Services
Experience
PagueMob April 2013 - Present
Boom Financial, Inc. 2009 - Present
MeetMe October 2007 - March 2013
JP Morgan October 1992 - September 2005
Skills
Latin America, Start-ups, Business Development, Financial Analysis, Valuation, Organizational Design, Mergers, Business Planning, New Business Development, Mergers & Acquisitions, Leadership, Strategy, Venture Capital, Strategic Partnerships, Corporate Development, Product Management, Business Strategy, Entrepreneurship, Mobile Devices, Executive Management, Emerging Markets, Angel Investing
Education
Harvard Business School 1996 — 1997
MBA
Stanford University 1988 — 1992
AB, History
PagueMob April 2013 - Present
Boom Financial, Inc. 2009 - Present
MeetMe October 2007 - March 2013
JP Morgan October 1992 - September 2005
Skills
Latin America, Start-ups, Business Development, Financial Analysis, Valuation, Organizational Design, Mergers, Business Planning, New Business Development, Mergers & Acquisitions, Leadership, Strategy, Venture Capital, Strategic Partnerships, Corporate Development, Product Management, Business Strategy, Entrepreneurship, Mobile Devices, Executive Management, Emerging Markets, Angel Investing
Education
Harvard Business School 1996 — 1997
MBA
Stanford University 1988 — 1992
AB, History
Roxane Redard Roxane Redard's J.P. Morgan Experience April 2015 - Present
Job Finance Associate
Industry Banking
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan January 2014 - March 2015
JP Morgan June 2011 - January 2014
JP Morgan August 2009 - July 2010
Corporate Performance Consulting July 2008 - August 2008
Skills
Analysis, Problem Solving, Microsoft Excel, PowerPoint, SQL, Access Database, Business Objects, Microsoft Word, Visual Basic, Data Analysis, Financial Analysis, Financial Reporting, Management Control, Proactive self-starter, Work Ethic, Fast Learner, Essbase, Lightroom, iMovie, Photoshop, Analyse financière
Education
LSI New York 2010 — 2010
Certificate of English, English Advanced level + TOEFL
HEC Lausanne - La Faculté des Hautes Etudes Commerciales de l'Université de Lausanne 2005 — 2009
Bachelor, Management
Gymnase de Beaulieu 2002 — 2005
Baccalauréat, Economics and Law
J.P. Morgan April 2015 - Present
J.P. Morgan January 2014 - March 2015
JP Morgan June 2011 - January 2014
JP Morgan August 2009 - July 2010
Corporate Performance Consulting July 2008 - August 2008
Skills
Analysis, Problem Solving, Microsoft Excel, PowerPoint, SQL, Access Database, Business Objects, Microsoft Word, Visual Basic, Data Analysis, Financial Analysis, Financial Reporting, Management Control, Proactive self-starter, Work Ethic, Fast Learner, Essbase, Lightroom, iMovie, Photoshop, Analyse financière
Education
LSI New York 2010 — 2010
Certificate of English, English Advanced level + TOEFL
HEC Lausanne - La Faculté des Hautes Etudes Commerciales de l'Université de Lausanne 2005 — 2009
Bachelor, Management
Gymnase de Beaulieu 2002 — 2005
Baccalauréat, Economics and Law
Amine El Kaouachi Amine El Kaouachi's J.P. Morgan Experience 2010 - 2010
Job Associate at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets 2014 - 2015
CPP Investment Board 2014 - 2014
Caisse de dépôt et placement du Québec 2013 - 2013
RBS Global Banking & Markets 2010 - 2011
JP Morgan 2010 - 2010
Desmarais Global Finance Research Centre 2009 - 2010
Education
HEC Montréal 2013 — 2014
Master of Financial Engineering, Quantitative Finance
McGill University 2006 — 2010
Bachelor of Arts (B.A.), Economics, Finance, Mathematics
Collège Stanislas 2002 — 2006
French Baccalaureate, Mathematics, High honors
RBC Capital Markets 2014 - 2015
CPP Investment Board 2014 - 2014
Caisse de dépôt et placement du Québec 2013 - 2013
RBS Global Banking & Markets 2010 - 2011
JP Morgan 2010 - 2010
Desmarais Global Finance Research Centre 2009 - 2010
Education
HEC Montréal 2013 — 2014
Master of Financial Engineering, Quantitative Finance
McGill University 2006 — 2010
Bachelor of Arts (B.A.), Economics, Finance, Mathematics
Collège Stanislas 2002 — 2006
French Baccalaureate, Mathematics, High honors
Kurt Ryden's J.P. Morgan Experience August 1995 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan August 1995 - Present
Fidelity Investments June 1994 - August 1994
Skills
Alternative Investments, Private Equity, Hedge Funds, Fixed Income, Investments, Equities, Capital Markets, Asset Managment, Investment Banking, Series 7, Portfolio Management, Securities, Asset Allocation, Bloomberg, Investment Management, Wealth Management, Asset Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance and Marketing
Haverford College 1984 — 1988
Bachelor of Arts (B.A.)
New Trier High School 1980 — 1984
High School
JP Morgan August 1995 - Present
Fidelity Investments June 1994 - August 1994
Skills
Alternative Investments, Private Equity, Hedge Funds, Fixed Income, Investments, Equities, Capital Markets, Asset Managment, Investment Banking, Series 7, Portfolio Management, Securities, Asset Allocation, Bloomberg, Investment Management, Wealth Management, Asset Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance and Marketing
Haverford College 1984 — 1988
Bachelor of Arts (B.A.)
New Trier High School 1980 — 1984
High School
Desmond (Des) Lovell Desmond (Des) Lovell's J.P. Morgan Experience 2003 - 2006
Job Finance and Corporate Development Professional
Industry Financial Services
Experience
Green Dot Public Schools September 2013 - Present
Gulf Capital Partners, LLC 2009 - 2013
Graduate Leverage 2010 - April 2012
Barclays Capital 2006 - 2008
JP Morgan 2003 - 2006
GE Capital 1999 - 2001
The Chase Manhattan Bank 1994 - 1999
Skills
Corporate Finance, Project Implementation, Investment Banking, Alternative Investments, Leveraged Finance, Merchant Banking, Corporate Development, Investment Advisory, Strategic Planning, Capital Markets, Due Diligence, Investments, Mergers, Private Equity, Venture Capital, Valuation
Education
Harvard Business School 2001 — 2003
MBA
Howard University 1990 — 1994
Bachelors
Boston Latin
High School Diploma
Green Dot Public Schools September 2013 - Present
Gulf Capital Partners, LLC 2009 - 2013
Graduate Leverage 2010 - April 2012
Barclays Capital 2006 - 2008
JP Morgan 2003 - 2006
GE Capital 1999 - 2001
The Chase Manhattan Bank 1994 - 1999
Skills
Corporate Finance, Project Implementation, Investment Banking, Alternative Investments, Leveraged Finance, Merchant Banking, Corporate Development, Investment Advisory, Strategic Planning, Capital Markets, Due Diligence, Investments, Mergers, Private Equity, Venture Capital, Valuation
Education
Harvard Business School 2001 — 2003
MBA
Howard University 1990 — 1994
Bachelors
Boston Latin
High School Diploma
John W. Horkan John W. Horkan's J.P. Morgan Experience January 1999 - May 2005
Job Executive Director, SwapClear US, a service of LCH.Clearnet
Industry Financial Services
Experience
LCH.Clearnet April 2012 - Present
Bank of America Merrill Lynch January 2011 - August 2011
Bank of America Merrill Lynch August 2005 - December 2010
JP Morgan January 1999 - May 2005
JP Morgan September 1995 - January 1999
JP Morgan July 1992 - January 1994
Skills
Business Strategy, Client Analysis, Global Client Management, E-commerce, Project Management, Regulatory Reform, Fixed Income, Clearing Houses, Interest Rate..., Sales Management
Education
Hamilton College 1988 — 1992
Bachelor of Science, Political Science, Economics
University of Stockholm 1991 — 1991
LCH.Clearnet April 2012 - Present
Bank of America Merrill Lynch January 2011 - August 2011
Bank of America Merrill Lynch August 2005 - December 2010
JP Morgan January 1999 - May 2005
JP Morgan September 1995 - January 1999
JP Morgan July 1992 - January 1994
Skills
Business Strategy, Client Analysis, Global Client Management, E-commerce, Project Management, Regulatory Reform, Fixed Income, Clearing Houses, Interest Rate..., Sales Management
Education
Hamilton College 1988 — 1992
Bachelor of Science, Political Science, Economics
University of Stockholm 1991 — 1991
Robert Case's J.P. Morgan Experience May 2007 - June 2011
Job Chief Executive Officer at Ingalls & Snyder
Industry Financial Services
Experience
Ingalls & Snyder July 2011 - Present
JP Morgan May 2007 - June 2011
Citigroup July 1993 - April 2007
Morgan Stanley September 1980 - July 1993
Skills
Investments, Private Equity, Alternative Investments, Investment Banking, Mergers & Acquisitions, Securities, Risk Management, Financial Services, Investment Strategies, Management, Hedge Funds, Equities, Fixed Income, Asset Management, Valuation
Education
Harvard Business School 1977 — 1980
MBA
Harvard Law School 1976 — 1980
JD
Harvard University 1972 — 1976
AB, Applied Mathematics
Ingalls & Snyder July 2011 - Present
JP Morgan May 2007 - June 2011
Citigroup July 1993 - April 2007
Morgan Stanley September 1980 - July 1993
Skills
Investments, Private Equity, Alternative Investments, Investment Banking, Mergers & Acquisitions, Securities, Risk Management, Financial Services, Investment Strategies, Management, Hedge Funds, Equities, Fixed Income, Asset Management, Valuation
Education
Harvard Business School 1977 — 1980
MBA
Harvard Law School 1976 — 1980
JD
Harvard University 1972 — 1976
AB, Applied Mathematics
Amy Wasko Amy Wasko's J.P. Morgan Experience August 2014 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
JPMorgan Chase March 2013 - August 2014
JPMorgan Chase April 2012 - March 2013
JP Morgan September 1985 - April 2012
JP Morgan Chase January 2000 - June 2008
Skills
Finance, Internal Controls, Sarbanes-Oxley Act, Accounting, Banking, Consolidation
Education
Goldey Beacom College 1980 — 1984
BS, Accounting
Goldey Beacom College 1980 — 1982
Associates, Accounting
St. Mark's High School 1977 — 1980
College Prep
J.P. Morgan August 2014 - Present
JPMorgan Chase March 2013 - August 2014
JPMorgan Chase April 2012 - March 2013
JP Morgan September 1985 - April 2012
JP Morgan Chase January 2000 - June 2008
Skills
Finance, Internal Controls, Sarbanes-Oxley Act, Accounting, Banking, Consolidation
Education
Goldey Beacom College 1980 — 1984
BS, Accounting
Goldey Beacom College 1980 — 1982
Associates, Accounting
St. Mark's High School 1977 — 1980
College Prep
Caroline Henningsen's J.P. Morgan Experience July 1980 - March 1989
Job
Industry Marketing and Advertising
Experience
Medtronic February 2015 - Present
Covidien January 2013 - February 2015
MDR, A D&B Company February 2006 - January 2013
Penton Media / Prism Business Media / Primedia Business Media December 2004 - February 2006
META Group September 1999 - November 2004
JP Morgan July 1980 - March 1989
Skills
Lead Generation, Email Marketing, Salesforce.com, B2B Marketing, Direct Marketing, B2B, Digital Marketing, Marketing Automation, Database Marketing, Marketing Strategy, Eloqua, Customer Acquisition, Multi-channel Marketing, Product Marketing, Web Marketing, Marketing, New Business Development, Strategic Partnerships, Social Media Marketing, Blogging, Event Management, Webinars, Google Analytics, Competitive Analysis, Strategy, Content Development, Leadership, PPC, Newsletters, Web Analytics, Analytics, CRM, Marketing Management, Online Marketing, Integration, Event Marketing Strategy, Content Management, Content Strategy, SEM, Thought Leadership, Digital Strategy, Content Marketing
Education
Hobart and William Smith Colleges 1976 — 1980
BA
Medtronic February 2015 - Present
Covidien January 2013 - February 2015
MDR, A D&B Company February 2006 - January 2013
Penton Media / Prism Business Media / Primedia Business Media December 2004 - February 2006
META Group September 1999 - November 2004
JP Morgan July 1980 - March 1989
Skills
Lead Generation, Email Marketing, Salesforce.com, B2B Marketing, Direct Marketing, B2B, Digital Marketing, Marketing Automation, Database Marketing, Marketing Strategy, Eloqua, Customer Acquisition, Multi-channel Marketing, Product Marketing, Web Marketing, Marketing, New Business Development, Strategic Partnerships, Social Media Marketing, Blogging, Event Management, Webinars, Google Analytics, Competitive Analysis, Strategy, Content Development, Leadership, PPC, Newsletters, Web Analytics, Analytics, CRM, Marketing Management, Online Marketing, Integration, Event Marketing Strategy, Content Management, Content Strategy, SEM, Thought Leadership, Digital Strategy, Content Marketing
Education
Hobart and William Smith Colleges 1976 — 1980
BA
Bryan McDermott's J.P. Morgan Experience January 2014 - February 2015
Job Supply Chain Finance
Industry Banking
Experience
Marnier Lapostolle Inc February 2015 - Present
J.P. Morgan January 2014 - February 2015
J.P. Morgan July 2011 - December 2013
JP Morgan June 2010 - August 2010
Samsonite May 2009 - August 2009
Brookstone March 2005 - October 2005
Skills
Investment Banking, Customer Service, Microsoft Excel, Hedge Funds, Credit Risk, Public Speaking, Banking, Financial Analysis, Loans, Sales, Risk Management, Investments, Risk Analytics, Time Management, Microsoft Word, Outlook
Education
High Point University 2007 — 2011
Bachelor of Science (BS), Political Science
Union Catholic Regional High School 2003 — 2007
Marnier Lapostolle Inc February 2015 - Present
J.P. Morgan January 2014 - February 2015
J.P. Morgan July 2011 - December 2013
JP Morgan June 2010 - August 2010
Samsonite May 2009 - August 2009
Brookstone March 2005 - October 2005
Skills
Investment Banking, Customer Service, Microsoft Excel, Hedge Funds, Credit Risk, Public Speaking, Banking, Financial Analysis, Loans, Sales, Risk Management, Investments, Risk Analytics, Time Management, Microsoft Word, Outlook
Education
High Point University 2007 — 2011
Bachelor of Science (BS), Political Science
Union Catholic Regional High School 2003 — 2007
Sylvia Son Sylvia Son's J.P. Morgan Experience July 1999 - July 2002
Job Head of Marketing, Sony Mobile Games
Industry Marketing and Advertising
Experience
Sony Pictures Television, Mobile Games September 2014 - Present
BodyChange Inc. December 2013 - August 2014
Beachbody August 2011 - June 2013
Warner Bros., Warner Home Entertainment September 2005 - August 2011
The Walt Disney Company June 2004 - August 2004
JP Morgan July 1999 - July 2002
Skills
Competitive Analysis, Strategic Partnerships, Marketing, Digital Media, Brand Management, Marketing Management, Product Management, Online Advertising, Cross-functional Team..., Marketing Strategy, Strategy, Management, Leadership, Lead Generation, Product Development, Start-ups, Digital Marketing
Education
Harvard Business School
Master of Business Administration (MBA)
University of California, Berkeley, Haas School of Business
BS, Business Administration
Sony Pictures Television, Mobile Games September 2014 - Present
BodyChange Inc. December 2013 - August 2014
Beachbody August 2011 - June 2013
Warner Bros., Warner Home Entertainment September 2005 - August 2011
The Walt Disney Company June 2004 - August 2004
JP Morgan July 1999 - July 2002
Skills
Competitive Analysis, Strategic Partnerships, Marketing, Digital Media, Brand Management, Marketing Management, Product Management, Online Advertising, Cross-functional Team..., Marketing Strategy, Strategy, Management, Leadership, Lead Generation, Product Development, Start-ups, Digital Marketing
Education
Harvard Business School
Master of Business Administration (MBA)
University of California, Berkeley, Haas School of Business
BS, Business Administration
Donna R. Kesselman, MD Donna R. Kesselman, MD's J.P. Morgan Experience June 1980 - June 1990
Job President, Kesselman Institute for Pain, CoFounder, Integrative Pain Center of New York
Industry Hospital & Health Care
Experience
Kesselman Institute for Pain July 2001 - Present
Integrative Pain Center of New York November 2012 - 2013
JP Morgan June 1980 - June 1990
Skills
Pain Management, Acute Pain, Chronic Pain, Endometriosis, Pelvic Pain, Cancer Pain, Fibromyalgia, Acupuncture, Diabetic Neuropathy, Interstitial Cystitis, Migraine, Palliative Care, Trigeminal Neuralgia, Vulvadynia, Ashton Method, Outpatient Medication...
Education
Harvard Medical School 2009 — 2010
Acupuncture
Memorial Sloan-Kettering Cancer Center 2000 — 2001
Fellowship, Dept of Neurology Pain Management & Palliative Care
State University of New York Downstate Medical Center College of Medicine 1993 — 1997
M.D.
Rutgers University-New Brunswick 1972 — 1976
B.S., Psychology
Kesselman Institute for Pain July 2001 - Present
Integrative Pain Center of New York November 2012 - 2013
JP Morgan June 1980 - June 1990
Skills
Pain Management, Acute Pain, Chronic Pain, Endometriosis, Pelvic Pain, Cancer Pain, Fibromyalgia, Acupuncture, Diabetic Neuropathy, Interstitial Cystitis, Migraine, Palliative Care, Trigeminal Neuralgia, Vulvadynia, Ashton Method, Outpatient Medication...
Education
Harvard Medical School 2009 — 2010
Acupuncture
Memorial Sloan-Kettering Cancer Center 2000 — 2001
Fellowship, Dept of Neurology Pain Management & Palliative Care
State University of New York Downstate Medical Center College of Medicine 1993 — 1997
M.D.
Rutgers University-New Brunswick 1972 — 1976
B.S., Psychology
Jonathan Hsu Jonathan Hsu's J.P. Morgan Experience 1998 - 2000
Job Chief Operation Officer/Chief Financial Officer at AppNexus
Industry Internet
Experience
AppNexus 2014 - Present
Recyclebank 2010 - 2013
24/7 Real Media 2000 - 2010
JP Morgan 1998 - 2000
American Lead Ventures 1994 - 1996
Skills
Mergers, Partnerships, Finance, Leadership, Venture Capital, Strategic Partnerships, Start-ups, Entrepreneurship, Strategy, Business Development, Digital Media, Analytics, Business Strategy, SEM, Digital Strategy, Online Advertising, Product Management, Web Analytics, Marketing Strategy, E-commerce
Education
Harvard University 1990 — 1994
AB
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
AppNexus 2014 - Present
Recyclebank 2010 - 2013
24/7 Real Media 2000 - 2010
JP Morgan 1998 - 2000
American Lead Ventures 1994 - 1996
Skills
Mergers, Partnerships, Finance, Leadership, Venture Capital, Strategic Partnerships, Start-ups, Entrepreneurship, Strategy, Business Development, Digital Media, Analytics, Business Strategy, SEM, Digital Strategy, Online Advertising, Product Management, Web Analytics, Marketing Strategy, E-commerce
Education
Harvard University 1990 — 1994
AB
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Judith Albert Judith Albert's J.P. Morgan Experience August 1985 - January 1994
Job Senior Finance Executive, Sustainable Finance Consultant
Industry Financial Services
Experience
Environmental Entrepreneurs (e2) June 2014 - Present
Mission Markets Inc. October 2013 - Present
Cornerstone Capital Group August 2013 - Present
Environmental Entrepreneurs (E2) September 2010 - May 2014
Bear Stearns July 1997 - June 2008
Violy, Byorum & Partners August 1995 - January 1997
JP Morgan August 1985 - January 1994
Paul, Weiss, Rifkind, Wharton & Garrison LLP April 1979 - July 1985
The Ford Foundation September 1976 - December 1978
Skills
Leadership, Management, Policy, Emerging Markets, Investment Banking, Economics, Private Equity, Venture Capital, Mergers & Acquisitions, Cleantech, Due Diligence, Start-ups, Energy Policy, Valuation, Strategy, Strategic Planning, Entrepreneurship, Fundraising, Business Strategy, Financial Modeling, Nonprofits, Energy, Policy Analysis, Sustainability, Renewable Energy
Education
Harvard Law School 1973 — 1976
JD
Yale University 1969 — 1972
BA
Environmental Entrepreneurs (e2) June 2014 - Present
Mission Markets Inc. October 2013 - Present
Cornerstone Capital Group August 2013 - Present
Environmental Entrepreneurs (E2) September 2010 - May 2014
Bear Stearns July 1997 - June 2008
Violy, Byorum & Partners August 1995 - January 1997
JP Morgan August 1985 - January 1994
Paul, Weiss, Rifkind, Wharton & Garrison LLP April 1979 - July 1985
The Ford Foundation September 1976 - December 1978
Skills
Leadership, Management, Policy, Emerging Markets, Investment Banking, Economics, Private Equity, Venture Capital, Mergers & Acquisitions, Cleantech, Due Diligence, Start-ups, Energy Policy, Valuation, Strategy, Strategic Planning, Entrepreneurship, Fundraising, Business Strategy, Financial Modeling, Nonprofits, Energy, Policy Analysis, Sustainability, Renewable Energy
Education
Harvard Law School 1973 — 1976
JD
Yale University 1969 — 1972
BA
Michael Madden Michael Madden's J.P. Morgan Experience 2000 - 2003
Job Managing Director at Square 1 Bank
Industry Venture Capital & Private Equity
Experience
Square 1 Bank January 2013 - Present
Edison Venture Fund 2010 - 2012
Polaris Venture Partners 2005 - 2010
Summit Partners 2003 - 2005
Athletes' Performance June 2003 - September 2003
JP Morgan 2000 - 2003
Hambrecht & Quist 2000 - 2003
Skills
Private Equity, Investments, Venture Capital, Start-ups, Valuation, Financial Modeling, Corporate Development
Education
Stanford University Graduate School of Business 2007 — 2009
MBA, Business
Harvard University 1996 — 2000
BA, Economics
Square 1 Bank January 2013 - Present
Edison Venture Fund 2010 - 2012
Polaris Venture Partners 2005 - 2010
Summit Partners 2003 - 2005
Athletes' Performance June 2003 - September 2003
JP Morgan 2000 - 2003
Hambrecht & Quist 2000 - 2003
Skills
Private Equity, Investments, Venture Capital, Start-ups, Valuation, Financial Modeling, Corporate Development
Education
Stanford University Graduate School of Business 2007 — 2009
MBA, Business
Harvard University 1996 — 2000
BA, Economics
Rati Gupta Rati Gupta's J.P. Morgan Experience February 2007 - May 2009
Job at PricewaterhouseCoopers, San Francisco
Industry Financial Services
Experience
PricewaterhouseCoopers November 2010 - Present
JP Morgan February 2007 - May 2009
PwC October 2004 - July 2006
Skills
Internal Audit, SOX, Operational Risk, Sarbanes-Oxley Act, Internal Controls, Financial Risk, Risk Management, Banking, Business Process, Auditing, Finance, Process Improvement, Risk Assessment
Education
American Institute of Certified Public Accountants 2009 — 2010
CPA, Accounting
Investment Banking Institute
Financial Modeling and Valuation training
Indian Institute of Management, Calcutta
Online Executive Development Programme, Corporate Finance
All India Institute of Management Studies 2002 — 2004
Diploma, Post Graduate Diploma in International Business Management
Symbiosis Centre for Distance Learning 2002 — 2004
Diploma, Post Graduate Diploma in International Trade
Institute of Chartered Accountants of India 2000 — 2004
Masters, Accounts, Audit & Financial Management
Hemwati Nandan Bahuguna Garhwal University 1999 — 2002
Bachelor's, Commerce
PricewaterhouseCoopers November 2010 - Present
JP Morgan February 2007 - May 2009
PwC October 2004 - July 2006
Skills
Internal Audit, SOX, Operational Risk, Sarbanes-Oxley Act, Internal Controls, Financial Risk, Risk Management, Banking, Business Process, Auditing, Finance, Process Improvement, Risk Assessment
Education
American Institute of Certified Public Accountants 2009 — 2010
CPA, Accounting
Investment Banking Institute
Financial Modeling and Valuation training
Indian Institute of Management, Calcutta
Online Executive Development Programme, Corporate Finance
All India Institute of Management Studies 2002 — 2004
Diploma, Post Graduate Diploma in International Business Management
Symbiosis Centre for Distance Learning 2002 — 2004
Diploma, Post Graduate Diploma in International Trade
Institute of Chartered Accountants of India 2000 — 2004
Masters, Accounts, Audit & Financial Management
Hemwati Nandan Bahuguna Garhwal University 1999 — 2002
Bachelor's, Commerce
Suzie Byers Suzie Byers's J.P. Morgan Experience July 1994 - July 1997
Job Harvard Graduate School of Education Master's Candidate in Human Development and Psychology
Industry Education Management
Experience
Lexington Montessori School August 2003 - July 2015
Valparaiso Montessori School January 2010 - July 2011
Hayden Recreation Center and Emerson Umbrella September 2000 - August 2003
Concord Academy September 1999 - June 2000
Upward Bound June 1998 - August 1998
Noble and Greenough School September 1997 - June 1998
JP Morgan July 1994 - July 1997
Skills
Spanish, Teaching, Teacher Training, Early Childhood..., Research, English, Integrated Marketing, Yoga, Microsoft Office, Public Speaking, Customer Service, Curriculum Design, Microsoft Excel, PowerPoint, Curriculum Development, E-Learning, Classroom
Education
Harvard University Graduate School of Education 2015 — 2016
Master of Education (M.Ed.), Human Development and Psychology
Wesleyan University 1990 — 1994
BA, Economics and Spanish
Lexington Montessori School August 2003 - July 2015
Valparaiso Montessori School January 2010 - July 2011
Hayden Recreation Center and Emerson Umbrella September 2000 - August 2003
Concord Academy September 1999 - June 2000
Upward Bound June 1998 - August 1998
Noble and Greenough School September 1997 - June 1998
JP Morgan July 1994 - July 1997
Skills
Spanish, Teaching, Teacher Training, Early Childhood..., Research, English, Integrated Marketing, Yoga, Microsoft Office, Public Speaking, Customer Service, Curriculum Design, Microsoft Excel, PowerPoint, Curriculum Development, E-Learning, Classroom
Education
Harvard University Graduate School of Education 2015 — 2016
Master of Education (M.Ed.), Human Development and Psychology
Wesleyan University 1990 — 1994
BA, Economics and Spanish
Jordan Kendall-Ball, PHR Jordan Kendall-Ball, PHR's J.P. Morgan Experience May 2006 - August 2007
Job Field HR Generalist at FedEx Ground
Industry Transportation/Trucking/Railroad
Experience
FedEx Ground October 2012 - Present
FedEx Ground January 2012 - October 2012
Security Service Federal Credit Union February 2008 - February 2012
JP Morgan May 2006 - August 2007
Wells Fargo Financial June 2005 - December 2005
Skills
Employee Relations, College Recruiting, Employee Benefits, Benefits Administration, Recruiting, Performance Management, Applicant Tracking..., Human Resources, Training, Talent Management, New Hire Orientations, Leadership Development, Onboarding, HRIS, Talent Acquisition, Management, FMLA, Employee Engagement, Personnel Management
Education
Harding University
B.B.A., Management
Harding University
FedEx Ground October 2012 - Present
FedEx Ground January 2012 - October 2012
Security Service Federal Credit Union February 2008 - February 2012
JP Morgan May 2006 - August 2007
Wells Fargo Financial June 2005 - December 2005
Skills
Employee Relations, College Recruiting, Employee Benefits, Benefits Administration, Recruiting, Performance Management, Applicant Tracking..., Human Resources, Training, Talent Management, New Hire Orientations, Leadership Development, Onboarding, HRIS, Talent Acquisition, Management, FMLA, Employee Engagement, Personnel Management
Education
Harding University
B.B.A., Management
Harding University
Irene Walsh Irene Walsh's J.P. Morgan Experience January 1990 - June 1997
Job
Industry Financial Services
Experience
--- September 2013 - Present
Deloitte Financial Advisory Services October 2008 - June 2013
UBS Investment Bank July 2007 - June 2008
KPMG Corporate Finance 2001 - 2006
European Bank for Reconstruction and Development September 1997 - September 2000
JP Morgan January 1990 - June 1997
Education
Harvard University, John F. Kennedy School of Government 1981 — 1983
MCRP
--- September 2013 - Present
Deloitte Financial Advisory Services October 2008 - June 2013
UBS Investment Bank July 2007 - June 2008
KPMG Corporate Finance 2001 - 2006
European Bank for Reconstruction and Development September 1997 - September 2000
JP Morgan January 1990 - June 1997
Education
Harvard University, John F. Kennedy School of Government 1981 — 1983
MCRP
Dino Yang's J.P. Morgan Experience January 2010 - February 2011
Job MBA Candidate, Class of 2017 at Harvard Business School
Industry Management Consulting
Experience
DIRECTV PANAMERICANA April 2012 - June 2015
Banco Santander July 2011 - October 2011
JP Morgan January 2010 - February 2011
SC Johnson January 2008 - March 2008
Skills
Latin America, Credit Analysis, Financial Analysis, Financial Modeling, Investment Banking, Spanish, English, Korean, Financial Institutions, Corporate Finance, Data Analysis, Banking, Valuation, Capital Markets, Credit Risk, Leadership, Finance, Business Strategy, Business Development, Bloomberg, Economics, Analytics, Derivatives, Emerging Markets, Equities, Financial Markets, Fixed Income, Portfolio Management
Education
Harvard Business School 2015 — 2017
MBA Candidate, Class of 2017
Universidad Torcuato di Tella 2009 — 2010
Master, Finance
Universidad de 'San Andrés' 2005 — 2008
BA, Business Administration
CFA Institute
Passed Level 1 (December 2011)
Colegio Nacional de Buenos Aires
DIRECTV PANAMERICANA April 2012 - June 2015
Banco Santander July 2011 - October 2011
JP Morgan January 2010 - February 2011
SC Johnson January 2008 - March 2008
Skills
Latin America, Credit Analysis, Financial Analysis, Financial Modeling, Investment Banking, Spanish, English, Korean, Financial Institutions, Corporate Finance, Data Analysis, Banking, Valuation, Capital Markets, Credit Risk, Leadership, Finance, Business Strategy, Business Development, Bloomberg, Economics, Analytics, Derivatives, Emerging Markets, Equities, Financial Markets, Fixed Income, Portfolio Management
Education
Harvard Business School 2015 — 2017
MBA Candidate, Class of 2017
Universidad Torcuato di Tella 2009 — 2010
Master, Finance
Universidad de 'San Andrés' 2005 — 2008
BA, Business Administration
CFA Institute
Passed Level 1 (December 2011)
Colegio Nacional de Buenos Aires
Manuel Baldasano's J.P. Morgan Experience May 1997 - October 1997
Job EVP Digital Banking and Multichannel at Santander
Industry Financial Services
Experience
Banco Santander February 2010 - Present
Telefónica July 2007 - September 2008
Telefónica November 2004 - June 2007
Telefónica May 2000 - November 2004
Telefónica April 1999 - May 2000
Telefónica May 1998 - April 1999
Telefónica November 1997 - May 1998
JP Morgan May 1997 - October 1997
IBM November 1996 - April 1997
Citibank August 1996 - October 1996
Skills
Strategy, Outsourcing, CRM, Business Development, Team Leadership, Start-ups, Mergers & Acquisitions, Change Management, Banking, International Business, Business Strategy, Management, Leadership, Strategic Planning, Performance Management, Program Management, Executive Management, P&L Management, P&L Responsibility, Negotiation, Contact Centers, Telecommunications, Entrepreneurship, IPO, Corporate Governance, Intrapreneurship, Digital
Education
Harvard University 2008 — 2009
ALM candidate (seminar/thesis pending), Psychology
University of Pennsylvania - The Wharton School 2006 — 2008
CPD, Leadership and Organizational Development
IESE Business School - University of Navarra 2002 — 2004
Master in Business Administration (MBA)
Universidad Politécnica de Madrid 1997 — 1998
Graduate Certificate in Telecommunications and Business Innovation, E.T.S.I. Telecomunicaciones
Universidad Autónoma de Madrid 1992 — 1997
Bachelor in Business Administration, Concentration in Finance
Middletown High School - California 1990 — 1991
High School Diploma, International Foreign Exchange Student
Banco Santander February 2010 - Present
Telefónica July 2007 - September 2008
Telefónica November 2004 - June 2007
Telefónica May 2000 - November 2004
Telefónica April 1999 - May 2000
Telefónica May 1998 - April 1999
Telefónica November 1997 - May 1998
JP Morgan May 1997 - October 1997
IBM November 1996 - April 1997
Citibank August 1996 - October 1996
Skills
Strategy, Outsourcing, CRM, Business Development, Team Leadership, Start-ups, Mergers & Acquisitions, Change Management, Banking, International Business, Business Strategy, Management, Leadership, Strategic Planning, Performance Management, Program Management, Executive Management, P&L Management, P&L Responsibility, Negotiation, Contact Centers, Telecommunications, Entrepreneurship, IPO, Corporate Governance, Intrapreneurship, Digital
Education
Harvard University 2008 — 2009
ALM candidate (seminar/thesis pending), Psychology
University of Pennsylvania - The Wharton School 2006 — 2008
CPD, Leadership and Organizational Development
IESE Business School - University of Navarra 2002 — 2004
Master in Business Administration (MBA)
Universidad Politécnica de Madrid 1997 — 1998
Graduate Certificate in Telecommunications and Business Innovation, E.T.S.I. Telecomunicaciones
Universidad Autónoma de Madrid 1992 — 1997
Bachelor in Business Administration, Concentration in Finance
Middletown High School - California 1990 — 1991
High School Diploma, International Foreign Exchange Student
Praveen Joseph Praveen Joseph's J.P. Morgan Experience 2006 - 2011
Job Portfolio Manager at IFC World Bank Group
Industry Investment Management
Experience
International Finance Corporation ( World Bank Group) 2013 - Present
MN Investment Management 2011 - 2013
TwoPi Capital 2011 - 2011
JP Morgan 2006 - 2011
JPMorgan Chase & Co. 2006 - 2009
Education
Harvard Business School 2015 — 2015
HBX Core, Business Administration and Management, General, World Bank scholar
London School of Economics and Political Science 2005 — 2006
MSc, Finance and Economics, J.N Tata Scholar
Indian Institute of Technology, Madras 2001 — 2005
B.Tech, Engineering, Finance, IIT Madras Alumni Scholarship
International Finance Corporation ( World Bank Group) 2013 - Present
MN Investment Management 2011 - 2013
TwoPi Capital 2011 - 2011
JP Morgan 2006 - 2011
JPMorgan Chase & Co. 2006 - 2009
Education
Harvard Business School 2015 — 2015
HBX Core, Business Administration and Management, General, World Bank scholar
London School of Economics and Political Science 2005 — 2006
MSc, Finance and Economics, J.N Tata Scholar
Indian Institute of Technology, Madras 2001 — 2005
B.Tech, Engineering, Finance, IIT Madras Alumni Scholarship
Tom Lochtefeld Tom Lochtefeld's J.P. Morgan Experience September 2013 - Present
Job Market Risk at JP Morgan
Industry Banking
Experience
J.P. Morgan September 2013 - Present
JP Morgan October 2007 - September 2013
Mizuho Financial Group 1994 - 2007
Mizuho Financial Group 1994 - 2007
Mizuho Capital Markets Corp. 1993 - 2007
Fuji Capital Markets Corp 1993 - 2007
Republic National Bank of NY 1986 - 1990
Republic National Bank of New York 1986 - 1990
Skills
Risk Management, Derivatives, Fixed Income, Market Risk, VAR, Financial Markets, Capital Markets, FX Options, Swaps, Hedge Funds, Bloomberg, Interest Rate..., Options, Securities, Structured Products, Collateral Management, Credit Derivatives, Middle Office, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance
Harvard University 1981 — 1985
AB, Economics
J.P. Morgan September 2013 - Present
JP Morgan October 2007 - September 2013
Mizuho Financial Group 1994 - 2007
Mizuho Financial Group 1994 - 2007
Mizuho Capital Markets Corp. 1993 - 2007
Fuji Capital Markets Corp 1993 - 2007
Republic National Bank of NY 1986 - 1990
Republic National Bank of New York 1986 - 1990
Skills
Risk Management, Derivatives, Fixed Income, Market Risk, VAR, Financial Markets, Capital Markets, FX Options, Swaps, Hedge Funds, Bloomberg, Interest Rate..., Options, Securities, Structured Products, Collateral Management, Credit Derivatives, Middle Office, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance
Harvard University 1981 — 1985
AB, Economics
Thomas Pluta's J.P. Morgan Experience 1995 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan 1995 - Present
Prudential Securities 1989 - 1993
Skills
FX trading, FX Derivatives, Fixed Income, Emerging Markets, Trading, Investment Banking, Management, Derivatives, Finance, Structured Products, Swaps, Interest Rate..., Financial Markets, Portfolio Management, Valuation, Financial Modeling, Capital Markets
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA), Finance, General
Yale University 1985 — 1989
BA, Economics
Regis High School 1981 — 1985
JP Morgan 1995 - Present
Prudential Securities 1989 - 1993
Skills
FX trading, FX Derivatives, Fixed Income, Emerging Markets, Trading, Investment Banking, Management, Derivatives, Finance, Structured Products, Swaps, Interest Rate..., Financial Markets, Portfolio Management, Valuation, Financial Modeling, Capital Markets
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA), Finance, General
Yale University 1985 — 1989
BA, Economics
Regis High School 1981 — 1985
Bridget Beckeman's J.P. Morgan Experience July 2012 - August 2014
Job Associate at Jamestown
Industry Real Estate
Experience
Jamestown September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan September 2010 - July 2012
JP Morgan Chase June 2009 - October 2010
First Manhattan Consulting Group June 2008 - August 2008
Monster Worldwide June 2007 - August 2007
Concord's Colonial Inn 2006 - 2006
Property and Portfolio Research, LLC 2005 - 2005
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Private Equity, Investment Banking, Commercial Real Estate, Real Estate Due..., Argus Modeling, Business Strategy, Economics, Asset Managment, Investments, Capital Markets
Education
Harvard University 2006 — 2010
A.B., Economics
Westford Academy
Westford Academy
Jamestown September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan September 2010 - July 2012
JP Morgan Chase June 2009 - October 2010
First Manhattan Consulting Group June 2008 - August 2008
Monster Worldwide June 2007 - August 2007
Concord's Colonial Inn 2006 - 2006
Property and Portfolio Research, LLC 2005 - 2005
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Private Equity, Investment Banking, Commercial Real Estate, Real Estate Due..., Argus Modeling, Business Strategy, Economics, Asset Managment, Investments, Capital Markets
Education
Harvard University 2006 — 2010
A.B., Economics
Westford Academy
Westford Academy
Joseph Marshall's J.P. Morgan Experience 2001 - 2009
Job Founder at Marshall Group WorldWide #IntegratedThinker #Business Development Guru #Connector
Industry Executive Office
Experience
The Marshall Group WorldWide, LLC October 2013 - Present
Wells Fargo September 2011 - February 2013
JP Morgan 2001 - 2009
Hornblower & Weeks, Inc. 2000 - 2001
Prudential Financial 1999 - 2000
Skills
Strategy, Risk Management, Alternative Investments, Entrepreneurship, Business Development, Investments, Financial Services, Cross-functional Team..., Management Consulting, Business Planning, CRM, Treasury Management, Negotiation, Wealth Management, Private Banking, Goal Oriented, Financial Analysis, Banking, Due Diligence, Program Management, Strategic Planning, Leadership
Education
Hampton University
Bachelor of Science
The Marshall Group WorldWide, LLC October 2013 - Present
Wells Fargo September 2011 - February 2013
JP Morgan 2001 - 2009
Hornblower & Weeks, Inc. 2000 - 2001
Prudential Financial 1999 - 2000
Skills
Strategy, Risk Management, Alternative Investments, Entrepreneurship, Business Development, Investments, Financial Services, Cross-functional Team..., Management Consulting, Business Planning, CRM, Treasury Management, Negotiation, Wealth Management, Private Banking, Goal Oriented, Financial Analysis, Banking, Due Diligence, Program Management, Strategic Planning, Leadership
Education
Hampton University
Bachelor of Science
Mayra Rodriguez Valladares Mayra Rodriguez Valladares's J.P. Morgan Experience August 1995 - April 1997
Job Managing Principal, MRV Associates, Basel III, DoddFrank, & Derivatives Consulting and Training
Industry Financial Services
Experience
MRV Associates August 1998 - Present
BTAlex.Brown June 1997 - July 1998
JP Morgan August 1995 - April 1997
Federal Reserve Bank of New York March 1991 - May 1993
Skills
Basel III, Risk Management..., Financial Regulatory..., Dodd Frank Finanacial..., Financial Training, Capital Markets, Derivatives, Derivatives Training, Market Risk, Risk Management, Financial Risk, Financial Markets, Credit Risk, Credit Derivatives, Emerging Markets, Equities, Country Risk Analysis, Banking, Financial Analysis, Financial Modeling, Investment Banking, Interest Rate..., Regulations, Foreign Exchange, Financial Institutions, Regulatory Capital, Operational Risk..., Risk Based Audits, Portfolio Management, Training, FX Options, Dodd-Frank, Commodity Markets, Foreign Exchange Risk..., Hedging, RAROC, Energy Markets, Options, Commodity, Liquidity Risk, Structured Finance, Energy Derivatives, Financial Learning and..., Foreign Exchange Markets, Credit Portfolio..., Credit Risk Management, Fixed Income, Operational Risk, Structured Products, Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Emerging Markets
The Lauder Institute – University of Pennsylvania 1993 — 1995
Master's Degree, International Studies, Russian and Eurasian Studies, U.S. Foreign Language Scholars Award, Russian
The Hebrew University 1989 — 1990
Wallenberg Scholar, Middle East Conflict Resolution
Harvard University 1984 — 1988
AB, Russian and Soviet Studies
McAllen Memorial High 1980 — 1984
High School Degree
MRV Associates August 1998 - Present
BTAlex.Brown June 1997 - July 1998
JP Morgan August 1995 - April 1997
Federal Reserve Bank of New York March 1991 - May 1993
Skills
Basel III, Risk Management..., Financial Regulatory..., Dodd Frank Finanacial..., Financial Training, Capital Markets, Derivatives, Derivatives Training, Market Risk, Risk Management, Financial Risk, Financial Markets, Credit Risk, Credit Derivatives, Emerging Markets, Equities, Country Risk Analysis, Banking, Financial Analysis, Financial Modeling, Investment Banking, Interest Rate..., Regulations, Foreign Exchange, Financial Institutions, Regulatory Capital, Operational Risk..., Risk Based Audits, Portfolio Management, Training, FX Options, Dodd-Frank, Commodity Markets, Foreign Exchange Risk..., Hedging, RAROC, Energy Markets, Options, Commodity, Liquidity Risk, Structured Finance, Energy Derivatives, Financial Learning and..., Foreign Exchange Markets, Credit Portfolio..., Credit Risk Management, Fixed Income, Operational Risk, Structured Products, Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Emerging Markets
The Lauder Institute – University of Pennsylvania 1993 — 1995
Master's Degree, International Studies, Russian and Eurasian Studies, U.S. Foreign Language Scholars Award, Russian
The Hebrew University 1989 — 1990
Wallenberg Scholar, Middle East Conflict Resolution
Harvard University 1984 — 1988
AB, Russian and Soviet Studies
McAllen Memorial High 1980 — 1984
High School Degree
Pierre Djian Pierre Djian's J.P. Morgan Experience September 2002 - January 2003
Job Product at Uber
Industry Internet
Experience
Uber March 2015 - Present
Zynga May 2012 - March 2015
IQ Engines October 2010 - May 2012
Townme / GeoAPI June 2009 - August 2009
Booz & Company January 2005 - June 2008
JP Morgan September 2002 - January 2003
Duo Conseil October 2000 - May 2002
Skills
Financial Modeling, Business Modeling, Analytics, Data Analysis, Strategic Partnerships, Mobile Devices, Management Consulting, Start-ups, Product Management, User Experience, Mobile Applications, Product Development, Ruby on Rails, JavaScript, jQuery, HTML, CSS, Social Games, Strategy
Education
Stanford University Graduate School of Business 2008 — 2010
MBA, Business
HEC School of Management 2000 — 2004
M.Sc., Management
Handelshögskolan i Stockholm 2003 — 2003
International Management
Ipesup
Uber March 2015 - Present
Zynga May 2012 - March 2015
IQ Engines October 2010 - May 2012
Townme / GeoAPI June 2009 - August 2009
Booz & Company January 2005 - June 2008
JP Morgan September 2002 - January 2003
Duo Conseil October 2000 - May 2002
Skills
Financial Modeling, Business Modeling, Analytics, Data Analysis, Strategic Partnerships, Mobile Devices, Management Consulting, Start-ups, Product Management, User Experience, Mobile Applications, Product Development, Ruby on Rails, JavaScript, jQuery, HTML, CSS, Social Games, Strategy
Education
Stanford University Graduate School of Business 2008 — 2010
MBA, Business
HEC School of Management 2000 — 2004
M.Sc., Management
Handelshögskolan i Stockholm 2003 — 2003
International Management
Ipesup
Cathy Yu Cathy Yu's J.P. Morgan Experience June 2010 - August 2010
Job Product Manager at Facebook
Industry Internet
Experience
Facebook January 2015 - Present
Deloitte August 2012 - December 2014
ExxonMobil May 2011 - August 2011
JP Morgan June 2010 - August 2010
GE August 2009 - May 2010
Skills
Data Analysis, Mandarin, Microsoft Excel, Matlab, Financial Modeling, Microsoft Office, Analysis, Management Consulting, Strategy
Education
Penn State University 2008 — 2012
B.S, Electrical Engineering
Harvard Business School 2011 — 2011
Summer Venture in Management Program
Facebook January 2015 - Present
Deloitte August 2012 - December 2014
ExxonMobil May 2011 - August 2011
JP Morgan June 2010 - August 2010
GE August 2009 - May 2010
Skills
Data Analysis, Mandarin, Microsoft Excel, Matlab, Financial Modeling, Microsoft Office, Analysis, Management Consulting, Strategy
Education
Penn State University 2008 — 2012
B.S, Electrical Engineering
Harvard Business School 2011 — 2011
Summer Venture in Management Program
Roland Reynolds Roland Reynolds's J.P. Morgan Experience 1993 - 1997
Job Managing Director, Industry Ventures
Industry Venture Capital & Private Equity
Experience
Industry Ventures LLC September 2009 - Present
Little Hawk Capital Management LLC September 2005 - September 2009
Columbia Capital July 2000 - September 2005
JP Morgan 1993 - 1997
Education
Harvard Business School 1998 — 2000
MBA
Princeton University 1989 — 1993
BA
Industry Ventures LLC September 2009 - Present
Little Hawk Capital Management LLC September 2005 - September 2009
Columbia Capital July 2000 - September 2005
JP Morgan 1993 - 1997
Education
Harvard Business School 1998 — 2000
MBA
Princeton University 1989 — 1993
BA
Chris Toub Chris Toub's J.P. Morgan Experience June 1982 - July 1985
Job Director of Equities at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein January 1992 - Present
AllianceBernstein Limited April 2005 - June 2009
Alliance Capital Management 1992 - 2004
Marcus Schloss & Co December 1989 - May 1992
Bear Stearns August 1987 - December 1989
JP Morgan June 1982 - July 1985
Skills
Equities, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Series 63, Series 7
Education
Harvard Business School 1985 — 1987
MBA, Business Administration and Management, General
Williams College 1978 — 1982
BA, Economics, Political Science
AllianceBernstein January 1992 - Present
AllianceBernstein Limited April 2005 - June 2009
Alliance Capital Management 1992 - 2004
Marcus Schloss & Co December 1989 - May 1992
Bear Stearns August 1987 - December 1989
JP Morgan June 1982 - July 1985
Skills
Equities, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Series 63, Series 7
Education
Harvard Business School 1985 — 1987
MBA, Business Administration and Management, General
Williams College 1978 — 1982
BA, Economics, Political Science
Deborah Brodheim's J.P. Morgan Experience 1984 - 1999
Job Managing Principal at Eight Seven Capital
Industry Investment Management
Experience
Playworks 2010 - 2015
Altamira Consulting 2009 - November 2011
GAM 1999 - February 2009
JP Morgan 1984 - 1999
Skills
Hedge Funds, Asset Managment, Private Equity, Investment Banking, Equities, Investment Strategies, Asset Allocation, Fund Of Funds, Fixed Income, Portfolio Management, Credit, Strategy, Business Development, Capital Markets, Asset Management, Finance, Investment Management, Derivatives, Structured Finance, Wealth Management, Investor Relations, Private Banking, Venture Capital, Trading, Mutual Funds, Structured Products, Non-profit Board..., Emerging Markets, Wealth Management...
Education
Harvard University 1980 — 1984
AB, East Asian Studies
Playworks 2010 - 2015
Altamira Consulting 2009 - November 2011
GAM 1999 - February 2009
JP Morgan 1984 - 1999
Skills
Hedge Funds, Asset Managment, Private Equity, Investment Banking, Equities, Investment Strategies, Asset Allocation, Fund Of Funds, Fixed Income, Portfolio Management, Credit, Strategy, Business Development, Capital Markets, Asset Management, Finance, Investment Management, Derivatives, Structured Finance, Wealth Management, Investor Relations, Private Banking, Venture Capital, Trading, Mutual Funds, Structured Products, Non-profit Board..., Emerging Markets, Wealth Management...
Education
Harvard University 1980 — 1984
AB, East Asian Studies
Brian Thorkelson Brian Thorkelson's J.P. Morgan Experience September 2010 - September 2014
Job Chief Investment Officer at Lurie Wealth Advisors, LLC
Industry Investment Management
Experience
Lurie Wealth Advisors, LLC September 2014 - Present
JP Morgan September 2010 - September 2014
Trust Point Inc. January 2008 - September 2010
Thrivent Financial 1997 - 2006
Thrivent Financial 1992 - 1997
Thrivent Financial 1988 - 1992
Skills
Series 7, Investments, Investment Strategies, Wealth Management, Asset Allocation, Series 63, Equities, Asset Managment, Mutual Funds, Portfolio Management, Investment Advisory, Securities, Equity Research, Strategic Financial..., Estate Planning, Retirement Planning, Hedge Funds, Financial Analysis, Alternative Investments, Bloomberg
Education
Gustavus Adolphus College
Bachelor of Arts, Computer Science, Math, Philosophy
Lurie Wealth Advisors, LLC September 2014 - Present
JP Morgan September 2010 - September 2014
Trust Point Inc. January 2008 - September 2010
Thrivent Financial 1997 - 2006
Thrivent Financial 1992 - 1997
Thrivent Financial 1988 - 1992
Skills
Series 7, Investments, Investment Strategies, Wealth Management, Asset Allocation, Series 63, Equities, Asset Managment, Mutual Funds, Portfolio Management, Investment Advisory, Securities, Equity Research, Strategic Financial..., Estate Planning, Retirement Planning, Hedge Funds, Financial Analysis, Alternative Investments, Bloomberg
Education
Gustavus Adolphus College
Bachelor of Arts, Computer Science, Math, Philosophy
Sonam Velani's J.P. Morgan Experience May 2008 - August 2008
Job Advisor to NYC's Deputy Mayor for Housing and Economic Development at New York City Mayor's Office
Industry Government Administration
Experience
New York City Mayor's Office 2014 - Present
MPower 2010 - Present
The World Bank 2012 - 2014
Goldman Sachs 2009 - 2012
Ashoka June 2009 - August 2009
Mumbai Metropolitan Region Development Authority August 2008 - May 2009
New Sector Alliance September 2007 - May 2009
JP Morgan May 2008 - August 2008
Asha Health and Development Society June 2007 - August 2007
Skills
Banking, Grants, Public Policy, Financial Modeling, Leadership, Social Entrepreneurship, International..., Microfinance, Entrepreneurship, Emerging Markets, Analysis, Business Strategy, Risk Management, Program Management, Community Development
Education
Harvard University 2005 — 2009
BA with Honors, Government, Economics, Visual/Environmental Studies
New York City Mayor's Office 2014 - Present
MPower 2010 - Present
The World Bank 2012 - 2014
Goldman Sachs 2009 - 2012
Ashoka June 2009 - August 2009
Mumbai Metropolitan Region Development Authority August 2008 - May 2009
New Sector Alliance September 2007 - May 2009
JP Morgan May 2008 - August 2008
Asha Health and Development Society June 2007 - August 2007
Skills
Banking, Grants, Public Policy, Financial Modeling, Leadership, Social Entrepreneurship, International..., Microfinance, Entrepreneurship, Emerging Markets, Analysis, Business Strategy, Risk Management, Program Management, Community Development
Education
Harvard University 2005 — 2009
BA with Honors, Government, Economics, Visual/Environmental Studies
Kareem Zaki's J.P. Morgan Experience 2009 - 2009
Job Venture Capitalist at Thrive Capital
Industry Venture Capital & Private Equity
Experience
Thrive Capital 2014 - Present
The Blackstone Group 2011 - 2014
McKinsey & Company 2010 - 2010
JP Morgan 2009 - 2009
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, LBO, Due Diligence, Venture Capital
Education
Harvard University
A.B., Economics and Healthcare Policy
Thrive Capital 2014 - Present
The Blackstone Group 2011 - 2014
McKinsey & Company 2010 - 2010
JP Morgan 2009 - 2009
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, LBO, Due Diligence, Venture Capital
Education
Harvard University
A.B., Economics and Healthcare Policy
Al Moffitt's J.P. Morgan Experience September 2006 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan September 2006 - Present
Goldman Sachs July 1997 - August 2006
Skills
Derivatives, Fixed Income, Investment Banking, Capital Markets, Equities, Financial Modeling, Valuation, Treasury, Basel III, Liquidity Risk
Education
Harvard University 1993 — 1997
AB, Applied Mathematics
JP Morgan September 2006 - Present
Goldman Sachs July 1997 - August 2006
Skills
Derivatives, Fixed Income, Investment Banking, Capital Markets, Equities, Financial Modeling, Valuation, Treasury, Basel III, Liquidity Risk
Education
Harvard University 1993 — 1997
AB, Applied Mathematics
Jeffrey Hack Jeffrey Hack's J.P. Morgan Experience 2005 - 2011
Job Executive Vice President at First Data Corporation
Industry Financial Services
Experience
First Data Corporation 2013 - Present
Morgan Stanley Smith Barney 2011 - 2013
JP Morgan 2005 - 2011
JP Morgan Chase 2004 - 2005
Smith Barney 1994 - 2004
McKinsey & Company 1991 - 1994
Education
Harvard Business School 1989 — 1991
MBA
Wharton School, University of Pennsylvania 1983 — 1987
BS, Economics
First Data Corporation 2013 - Present
Morgan Stanley Smith Barney 2011 - 2013
JP Morgan 2005 - 2011
JP Morgan Chase 2004 - 2005
Smith Barney 1994 - 2004
McKinsey & Company 1991 - 1994
Education
Harvard Business School 1989 — 1991
MBA
Wharton School, University of Pennsylvania 1983 — 1987
BS, Economics
Dale Ledbetter Jr's J.P. Morgan Experience April 2007 - March 2008
Job Associate at BC Partners
Industry Fund-Raising
Experience
BC Partners May 2010 - Present
Knight Capital Group March 2008 - December 2009
JP Morgan April 2007 - March 2008
General Electric Asset Management June 2006 - April 2007
General Electric Asset Management May 2005 - August 2005
Education
Hamilton College 2002 — 2006
Bachelor of Science (BS), Economics
Pomfret School 1999 — 2002
BC Partners May 2010 - Present
Knight Capital Group March 2008 - December 2009
JP Morgan April 2007 - March 2008
General Electric Asset Management June 2006 - April 2007
General Electric Asset Management May 2005 - August 2005
Education
Hamilton College 2002 — 2006
Bachelor of Science (BS), Economics
Pomfret School 1999 — 2002
Nathaniel Nicholas's J.P. Morgan Experience June 2011 - August 2011
Job J.D. Candidate at Harvard Law School
Industry Financial Services
Experience
Monitor Clipper Partners June 2012 - July 2014
JP Morgan June 2011 - August 2011
Commerce Street Capital,LLC June 2010 - September 2010
Federal Reserve Bank of Dallas June 2009 - September 2009
Real Estate Partners May 2008 - September 2008
Dallas Business Journal June 2007 - August 2007
Education
Harvard Law School 2014 — 2017
J.D.
Northwestern University 2008 — 2012
Mathematical Methods in the Social Sciences (MMSS), Economics, Kellogg Financial Economics
St. Mark's School of Texas 1999 — 2008
Monitor Clipper Partners June 2012 - July 2014
JP Morgan June 2011 - August 2011
Commerce Street Capital,LLC June 2010 - September 2010
Federal Reserve Bank of Dallas June 2009 - September 2009
Real Estate Partners May 2008 - September 2008
Dallas Business Journal June 2007 - August 2007
Education
Harvard Law School 2014 — 2017
J.D.
Northwestern University 2008 — 2012
Mathematical Methods in the Social Sciences (MMSS), Economics, Kellogg Financial Economics
St. Mark's School of Texas 1999 — 2008
Doug Groncki's J.P. Morgan Experience June 1994 - December 1994
Job Sales Director Principal Solution Specialist at Microsoft
Industry Computer Software
Experience
Microsoft July 2014 - Present
Microsoft July 2009 - Present
Microsoft International January 2006 - July 2009
Microsoft January 2005 - January 2006
Microsoft April 2000 - December 2004
Microsoft March 1996 - April 2000
Cornerstone Research September 1991 - December 1995
JP Morgan June 1994 - December 1994
Skills
Leadership, Competitive Analysis, Business Development, IT Strategy, Product Management, Strategic Partnerships, Strategy, Sales Management, Cloud Computing, Strategic Planning, Marketing Strategy, SaaS, Budgets, Mergers & Acquisitions, International Sales, Enterprise Software, Business Intelligence, Public Relations, Marketing, New Business Development, Finance, Program Management, Sales, Professional Services
Education
Harvard Business School 2011 — 2011
Exec MBA, Leading New Ventures
Harvard University 1991 — 1996
Bachelor of Arts, Economics
Microsoft July 2014 - Present
Microsoft July 2009 - Present
Microsoft International January 2006 - July 2009
Microsoft January 2005 - January 2006
Microsoft April 2000 - December 2004
Microsoft March 1996 - April 2000
Cornerstone Research September 1991 - December 1995
JP Morgan June 1994 - December 1994
Skills
Leadership, Competitive Analysis, Business Development, IT Strategy, Product Management, Strategic Partnerships, Strategy, Sales Management, Cloud Computing, Strategic Planning, Marketing Strategy, SaaS, Budgets, Mergers & Acquisitions, International Sales, Enterprise Software, Business Intelligence, Public Relations, Marketing, New Business Development, Finance, Program Management, Sales, Professional Services
Education
Harvard Business School 2011 — 2011
Exec MBA, Leading New Ventures
Harvard University 1991 — 1996
Bachelor of Arts, Economics
Billy Goldstein Billy Goldstein's J.P. Morgan Experience August 1993 - August 1996
Job CEO and Managing Director at Persevent Group LLC
Industry Investment Banking
Experience
Persevent Group LLC May 2014 - Present
Star Mountain Capital, LLC April 2014 - Present
Macquarie Capital (USA) Inc. March 2009 - October 2013
Goldman Sachs August 1998 - March 2009
JP Morgan August 1993 - August 1996
Skills
Strategy, M&A execution, Investment Valuation, Negotiation, Coaching, Financial Modeling, Mergers, Investment Banking, Capital Markets, Capital Raising, Business Development, Telecommunications, Wireless, Data Center, Satellite, Leadership, Private Equity, M&A experience, Divestitures, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Financial Structuring, Due Diligence, Equities, Venture Capital, Start-ups, Investments
Education
Harvard Business School
MBA
University of Pennsylvania
BSE
Persevent Group LLC May 2014 - Present
Star Mountain Capital, LLC April 2014 - Present
Macquarie Capital (USA) Inc. March 2009 - October 2013
Goldman Sachs August 1998 - March 2009
JP Morgan August 1993 - August 1996
Skills
Strategy, M&A execution, Investment Valuation, Negotiation, Coaching, Financial Modeling, Mergers, Investment Banking, Capital Markets, Capital Raising, Business Development, Telecommunications, Wireless, Data Center, Satellite, Leadership, Private Equity, M&A experience, Divestitures, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Financial Structuring, Due Diligence, Equities, Venture Capital, Start-ups, Investments
Education
Harvard Business School
MBA
University of Pennsylvania
BSE
Odile Disch-Bhadkamkar Odile Disch-Bhadkamkar's J.P. Morgan Experience January 1984 - July 1992
Job Managing Director, Chief Financial Officer Stanford Management Company
Industry Higher Education
Experience
Stanford University August 1992 - Present
JP Morgan January 1984 - July 1992
Harvard Business School June 1983 - December 1983
Skills
Capital Markets, Treasury, Investments, Project Management, Municipalities, Bonds, Derivatives, Mergers, Risk Management, Entrepreneurship, Start-ups, Management Consulting, Business Strategy, Financial Reporting, Securities, Budgets, Economics, Analysis, Venture Capital, Banking
Education
Harvard University Kennedy School of Government 1981 — 1983
Master In Public Administration
Harvard University Extension School 1979 — 1981
ALB
Stanford University
Stanford University
Stanford University
Stanford University
Stanford University August 1992 - Present
JP Morgan January 1984 - July 1992
Harvard Business School June 1983 - December 1983
Skills
Capital Markets, Treasury, Investments, Project Management, Municipalities, Bonds, Derivatives, Mergers, Risk Management, Entrepreneurship, Start-ups, Management Consulting, Business Strategy, Financial Reporting, Securities, Budgets, Economics, Analysis, Venture Capital, Banking
Education
Harvard University Kennedy School of Government 1981 — 1983
Master In Public Administration
Harvard University Extension School 1979 — 1981
ALB
Stanford University
Stanford University
Stanford University
Stanford University
Terri Marino Terri Marino's J.P. Morgan Experience January 1993 - April 2001
Job Executive Consultant at Rodan + Fields Dermatologists
Industry Marketing and Advertising
Experience
Rodan + Fields Dermatologists February 2014 - Present
Habitat for Humanity of the Greater Teton Area July 2004 - March 2012
AOL 2003 - 2004
Snake River Lodge & Spa October 2001 - June 2003
JP Morgan January 1993 - April 2001
Mony Mutual Of New York 1991 - 1992
Skills
Fundraising, Board Development, Community Outreach, Non-profits, Strategic Planning, Nonprofits, Marketing, Policy, Volunteer Management, Management, Philanthropy, Program Development, Event Management, Public Speaking, Staff Development, Project Management, Leadership, Community Development, Research, Public Relations, Grants, Proposal Writing, Event Planning, Grant Writing, Sales
Education
Hauppauge High School
Hauppauge High School
Harvard University 2008 — 2008
Executive Education, Strategic Perspectives on Nonprofit Management
New York University 1993 — 1997
BA, Economics
CFRE International 2011 — 2011
Certified Fund Raising Executive, Fundraising
Indiana University-Purdue University at Indianapolis 2004 — 2006
Certificate in Fundraising Management, Fundraising
Rodan + Fields Dermatologists February 2014 - Present
Habitat for Humanity of the Greater Teton Area July 2004 - March 2012
AOL 2003 - 2004
Snake River Lodge & Spa October 2001 - June 2003
JP Morgan January 1993 - April 2001
Mony Mutual Of New York 1991 - 1992
Skills
Fundraising, Board Development, Community Outreach, Non-profits, Strategic Planning, Nonprofits, Marketing, Policy, Volunteer Management, Management, Philanthropy, Program Development, Event Management, Public Speaking, Staff Development, Project Management, Leadership, Community Development, Research, Public Relations, Grants, Proposal Writing, Event Planning, Grant Writing, Sales
Education
Hauppauge High School
Hauppauge High School
Harvard University 2008 — 2008
Executive Education, Strategic Perspectives on Nonprofit Management
New York University 1993 — 1997
BA, Economics
CFRE International 2011 — 2011
Certified Fund Raising Executive, Fundraising
Indiana University-Purdue University at Indianapolis 2004 — 2006
Certificate in Fundraising Management, Fundraising
Jian Ham Jian Ham's J.P. Morgan Experience 1996 - 1999
Job Digital Marketing and Innovation
Industry Financial Services
Experience
First Data Corporation April 2015 - Present
Synchrony Financial 2013 - March 2015
GE Capital 2008 - 2013
GE Capital 2005 - 2008
Samsung Capital 2003 - 2005
UBS Investment Bank 2001 - 2003
Citigroup 2000 - 2000
JP Morgan 1996 - 1999
Skills
Business Strategy, Digital Marketing, Digital Strategy, SEO, SEM, Digital Media, Marketing Strategy, Corporate Development, Financial Modeling, Emerging Markets, Business Planning, Corporate Finance, Investment Banking, Market Research, Market Intelligence, International Business, Energy Efficiency, Sustainability Strategy, Real Estate Investment, Launching Of New..., Consumer Marketing, Commercial Marketing, omni-channel strategy, Marketing
Education
Harvard University 1999 — 2001
Oxford University
Smith College
BA
First Data Corporation April 2015 - Present
Synchrony Financial 2013 - March 2015
GE Capital 2008 - 2013
GE Capital 2005 - 2008
Samsung Capital 2003 - 2005
UBS Investment Bank 2001 - 2003
Citigroup 2000 - 2000
JP Morgan 1996 - 1999
Skills
Business Strategy, Digital Marketing, Digital Strategy, SEO, SEM, Digital Media, Marketing Strategy, Corporate Development, Financial Modeling, Emerging Markets, Business Planning, Corporate Finance, Investment Banking, Market Research, Market Intelligence, International Business, Energy Efficiency, Sustainability Strategy, Real Estate Investment, Launching Of New..., Consumer Marketing, Commercial Marketing, omni-channel strategy, Marketing
Education
Harvard University 1999 — 2001
Oxford University
Smith College
BA
Christina Engram's J.P. Morgan Experience May 2013 - Present
Job Client Services at J.P. Morgan Investment Banking
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
JP Morgan 2010 - Present
Bank of New York Mellon 2008 - September 2010
Aon Consulting 2007 - 2008
Discover Financial Services 2004 - 2007
Skills
Fixed Income, Derivatives, Asset Management, Securities, Equities, Financial Services, Banking, Mutual Funds
Education
Wilmington College 2011 — 2012
MBA, Organzational Leadership
Wilmington University 2008 — 2011
BS, Finance
Goldey-Beacom College
J.P. Morgan May 2013 - Present
JP Morgan 2010 - Present
Bank of New York Mellon 2008 - September 2010
Aon Consulting 2007 - 2008
Discover Financial Services 2004 - 2007
Skills
Fixed Income, Derivatives, Asset Management, Securities, Equities, Financial Services, Banking, Mutual Funds
Education
Wilmington College 2011 — 2012
MBA, Organzational Leadership
Wilmington University 2008 — 2011
BS, Finance
Goldey-Beacom College
Matthew McKay CFA's J.P. Morgan Experience March 1995 - July 1995
Job Experienced Harvard CFA Analyst
Industry Financial Services
Experience
Jefferies & Company July 2003 - April 2008
Ixora Capital Management October 2002 - March 2003
Robertson Stephens May 2002 - September 2002
Robertson Stephens January 2001 - May 2002
Robertson Stephens September 1998 - December 2000
BankBoston February 1997 - September 1998
Moore Corporation October 1995 - February 1997
JP Morgan March 1995 - July 1995
Harvard Business School June 1992 - August 1992
Skills
Business Valuation, Equities, Investments, Equity Research, Financial Modeling, Industry Analysis, Due Diligence, Valuation, Asset Management, Securities, Mergers, Series 7, Competitive Analysis, Analysis, Modeling, Hedge Funds, Excel, Writing, Corporate Finance, Capital Markets, Financial Analysis, Economics, Research, Risk, Business Strategy, Private Equity, Bloomberg, Investment Banking, Mergers & Acquisitions
Education
Harvard University 1990 — 1994
BA, Economics
Jefferies & Company July 2003 - April 2008
Ixora Capital Management October 2002 - March 2003
Robertson Stephens May 2002 - September 2002
Robertson Stephens January 2001 - May 2002
Robertson Stephens September 1998 - December 2000
BankBoston February 1997 - September 1998
Moore Corporation October 1995 - February 1997
JP Morgan March 1995 - July 1995
Harvard Business School June 1992 - August 1992
Skills
Business Valuation, Equities, Investments, Equity Research, Financial Modeling, Industry Analysis, Due Diligence, Valuation, Asset Management, Securities, Mergers, Series 7, Competitive Analysis, Analysis, Modeling, Hedge Funds, Excel, Writing, Corporate Finance, Capital Markets, Financial Analysis, Economics, Research, Risk, Business Strategy, Private Equity, Bloomberg, Investment Banking, Mergers & Acquisitions
Education
Harvard University 1990 — 1994
BA, Economics
Nicole von Kaenel Nicole von Kaenel's J.P. Morgan Experience October 1993 - January 1996
Job
Industry Internet
Experience
Pinterest May 2014 - Present
Amazon.com September 2012 - December 2013
Microsoft February 2012 - September 2012
Microsoft August 2010 - February 2012
Microsoft March 2006 - August 2010
Microsoft Corporation February 2004 - March 2006
Microsoft Corporation August 2000 - February 2004
Yale Investments Office January 1996 - June 1998
JP Morgan October 1993 - January 1996
Skills
Digital Marketing, Online Advertising, Global Marketing, Marketing Communications, Go-to-market Strategy, Product Marketing, Partner Management, Product Management, Strategic Partnerships, Demand Generation, Multi-channel Marketing, Digital Media
Education
Harvard Business School 1998 — 2000
MBA
Yale University 1989 — 1993
BA
John Burroughs School
Pinterest May 2014 - Present
Amazon.com September 2012 - December 2013
Microsoft February 2012 - September 2012
Microsoft August 2010 - February 2012
Microsoft March 2006 - August 2010
Microsoft Corporation February 2004 - March 2006
Microsoft Corporation August 2000 - February 2004
Yale Investments Office January 1996 - June 1998
JP Morgan October 1993 - January 1996
Skills
Digital Marketing, Online Advertising, Global Marketing, Marketing Communications, Go-to-market Strategy, Product Marketing, Partner Management, Product Management, Strategic Partnerships, Demand Generation, Multi-channel Marketing, Digital Media
Education
Harvard Business School 1998 — 2000
MBA
Yale University 1989 — 1993
BA
John Burroughs School
Tarang (Tina) Vora Tarang (Tina) Vora's J.P. Morgan Experience May 2007 - February 2008
Job Systems Analyst
Industry Financial Services
Experience
Fidelity Investments November 2014 - Present
Deutsche Bank July 2013 - November 2014
MFS Investment Management January 2013 - June 2013
Fidelity Investments March 2011 - November 2012
Bank of America Merrill Lynch December 2010 - March 2011
Brown Brothers Harriman June 2010 - November 2010
Fidelity Investments December 2008 - February 2010
Bank of America April 2008 - November 2008
JP Morgan May 2007 - February 2008
Vencedor Software Inc - Various consulting Assignments June 2000 - April 2007
Skills
Business Analysis, Fixed Income, Capital Markets, Equities, Basel II, Credit Risk, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Data Warehousing, Business Intelligence, Banking, Visio, Financial Analysis, Process Improvement, Software Project..., CRM, Financial Services, User Acceptance Testing, Investment Banking
Education
Gujarat University 1996 — 1999
Bachelors in Business and Finance
Gujarat University
Fidelity Investments November 2014 - Present
Deutsche Bank July 2013 - November 2014
MFS Investment Management January 2013 - June 2013
Fidelity Investments March 2011 - November 2012
Bank of America Merrill Lynch December 2010 - March 2011
Brown Brothers Harriman June 2010 - November 2010
Fidelity Investments December 2008 - February 2010
Bank of America April 2008 - November 2008
JP Morgan May 2007 - February 2008
Vencedor Software Inc - Various consulting Assignments June 2000 - April 2007
Skills
Business Analysis, Fixed Income, Capital Markets, Equities, Basel II, Credit Risk, SDLC, Requirements Gathering, Requirements Analysis, Vendor Management, Data Warehousing, Business Intelligence, Banking, Visio, Financial Analysis, Process Improvement, Software Project..., CRM, Financial Services, User Acceptance Testing, Investment Banking
Education
Gujarat University 1996 — 1999
Bachelors in Business and Finance
Gujarat University
Marc Campbell, CFP®, MBA Marc Campbell, CFP®, MBA's J.P. Morgan Experience July 1997 - July 2001
Job Wealth Advisor & Partner at TCI Wealth Advisors
Industry Financial Services
Experience
Life Strategy by TCI Wealth Advisors January 2014 - Present
M.i.'s Westside Comedy Theater April 2009 - Present
Dimensional Fund Advisors March 2010 - November 2013
The Independent Comedy Network February 2005 - March 2010
Hot Topic July 2003 - July 2005
JP Morgan July 1997 - July 2001
Skills
Entrepreneurship, Business Development, Investments, Marketing, Digital Media, Public Speaking, New Business Development, Management, Strategic Partnerships
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Entrepreneurship & Marketing
Hamilton College 1992 — 1997
BA, Psychology
Life Strategy by TCI Wealth Advisors January 2014 - Present
M.i.'s Westside Comedy Theater April 2009 - Present
Dimensional Fund Advisors March 2010 - November 2013
The Independent Comedy Network February 2005 - March 2010
Hot Topic July 2003 - July 2005
JP Morgan July 1997 - July 2001
Skills
Entrepreneurship, Business Development, Investments, Marketing, Digital Media, Public Speaking, New Business Development, Management, Strategic Partnerships
Education
UCLA Anderson School of Management 2001 — 2003
MBA, Entrepreneurship & Marketing
Hamilton College 1992 — 1997
BA, Psychology
Peter Fitzpatrick Peter Fitzpatrick's J.P. Morgan Experience 2003 - 2006
Job Owner at SILENT Models
Industry Retail
Experience
Swipecast January 2014 - Present
SILENT Models January 2010 - Present
Bacolet Capital Management August 2008 - 2013
BlueMountain Capital Management August 2006 - October 2009
JP Morgan 2003 - 2006
Council on Foreign Relations February 1997 - February 1998
Company Management January 1996 - January 1997
Education
University of Cambridge 1998 — 1999
M.Phil, Political Theory. Thesis on Henry Kissinger's foreign policy.
Harvard University 1992 — 1995
Bachelor of Arts (B.A.).
Swipecast January 2014 - Present
SILENT Models January 2010 - Present
Bacolet Capital Management August 2008 - 2013
BlueMountain Capital Management August 2006 - October 2009
JP Morgan 2003 - 2006
Council on Foreign Relations February 1997 - February 1998
Company Management January 1996 - January 1997
Education
University of Cambridge 1998 — 1999
M.Phil, Political Theory. Thesis on Henry Kissinger's foreign policy.
Harvard University 1992 — 1995
Bachelor of Arts (B.A.).
KK Condon's J.P. Morgan Experience May 2008 - Present
Job Vice President at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan May 2008 - Present
Bear Stearns 1997 - January 2010
Sherwin Manor Nursing Center 1992 - 1997
Bioran Medical Lab 1987 - 1991
Skills
Series 7, Series 24, series 8, Prime Brokerage, Investment Management, Fixed Income, Electronic Trading, Securities, Financial Modeling, Derivatives, Options, Middle Office, Portfolio Management, Trading Systems, Bloomberg, Due Diligence, Private Banking, Alternative Investments, Series 63, FINRA, Securities Regulation, Investment Banking, High Net Worth..., Equity Derivatives, Equities, Financial Markets, Hedge Funds, Asset Allocation, Investment Advisory, Capital Markets, Private Equity, Financial Advisory
Education
American College in London 1986 — 1990
Harvard University
Northeastern Illinois University
Southeast Missouri State University
JP Morgan May 2008 - Present
Bear Stearns 1997 - January 2010
Sherwin Manor Nursing Center 1992 - 1997
Bioran Medical Lab 1987 - 1991
Skills
Series 7, Series 24, series 8, Prime Brokerage, Investment Management, Fixed Income, Electronic Trading, Securities, Financial Modeling, Derivatives, Options, Middle Office, Portfolio Management, Trading Systems, Bloomberg, Due Diligence, Private Banking, Alternative Investments, Series 63, FINRA, Securities Regulation, Investment Banking, High Net Worth..., Equity Derivatives, Equities, Financial Markets, Hedge Funds, Asset Allocation, Investment Advisory, Capital Markets, Private Equity, Financial Advisory
Education
American College in London 1986 — 1990
Harvard University
Northeastern Illinois University
Southeast Missouri State University
Mathieu A. St.Jean Mathieu A. St.Jean's J.P. Morgan Experience August 1997 - December 1998
Job Manager Absolute Return at CN Investment Division
Industry Investment Management
Experience
CN Investment Division March 2001 - Present
Scotia Capital October 2000 - February 2001
J.P. Morgan Securities December 1998 - May 2000
JP Morgan August 1997 - December 1998
TD Bank April 1996 - August 1997
Skills
Wealth Management, Hedge Funds, Risk Management, Entrepreneurship, ALM, Team Leadership, Portfolio Management, Asset Management, Investment Management, Bloomberg, Alternative Investments, Process Improvement, Asset Allocation, Behavioral Finance, Bonds, Fixed Income, Investments, Fund Of Funds, Equities, Investment Banking, Equity Research, Valuation, Strategy, Mutual Funds, Structured Products, Asset Managment, Capital Markets, Derivatives, Financial Analysis, Trading, Investment Strategies, Commodity, Pensions, Private Equity, Emerging Markets, Finance, FX Options, Institutional..., Strategic Thinking, Buzz Marketing, Creative Writing, Innovation Development, Financial Modeling, Management, Financial Markets, Options, Due Diligence
Education
HEC Montréal 1994 — 1996
M.Sc.
Université du Québec à Montréal 1991 — 1994
Bachelor
College de Maisonneuve 1989 — 1991
D.E.C.
College Jean-de-la-Mennais 1984 — 1989
CN Investment Division March 2001 - Present
Scotia Capital October 2000 - February 2001
J.P. Morgan Securities December 1998 - May 2000
JP Morgan August 1997 - December 1998
TD Bank April 1996 - August 1997
Skills
Wealth Management, Hedge Funds, Risk Management, Entrepreneurship, ALM, Team Leadership, Portfolio Management, Asset Management, Investment Management, Bloomberg, Alternative Investments, Process Improvement, Asset Allocation, Behavioral Finance, Bonds, Fixed Income, Investments, Fund Of Funds, Equities, Investment Banking, Equity Research, Valuation, Strategy, Mutual Funds, Structured Products, Asset Managment, Capital Markets, Derivatives, Financial Analysis, Trading, Investment Strategies, Commodity, Pensions, Private Equity, Emerging Markets, Finance, FX Options, Institutional..., Strategic Thinking, Buzz Marketing, Creative Writing, Innovation Development, Financial Modeling, Management, Financial Markets, Options, Due Diligence
Education
HEC Montréal 1994 — 1996
M.Sc.
Université du Québec à Montréal 1991 — 1994
Bachelor
College de Maisonneuve 1989 — 1991
D.E.C.
College Jean-de-la-Mennais 1984 — 1989
Lenore Hawkins Lenore Hawkins's J.P. Morgan Experience 1998 - 1998
Job
Industry Financial Services
Experience
Meritas Advisors July 2010 - Present
Creekside Partners - Private Money Management May 2009 - June 2010
Paro Consulting October 2006 - December 2008
Centara Capital Management Group March 2005 - December 2006
National Mobile Television November 2002 - December 2004
Raven Consulting June 2001 - October 2002
ememories.com September 1999 - May 2001
JP Morgan 1998 - 1998
Andersen Consulting (Now Accenture) 1993 - 1997
Skills
Investments, Portfolio Management, Wealth Management, Finance, Risk Management, Valuation, Investment Management, Strategic Planning, Management, Financial Advisory, Business Strategy, Management Consulting, Alternative Investments, Public Speaking, Hedge Funds
Education
The Anderson School at UCLA 1997 — 1999
MBA
Claremont McKenna 1989 — 1993
B.A.
Harvey Mudd College 1989 — 1993
Meritas Advisors July 2010 - Present
Creekside Partners - Private Money Management May 2009 - June 2010
Paro Consulting October 2006 - December 2008
Centara Capital Management Group March 2005 - December 2006
National Mobile Television November 2002 - December 2004
Raven Consulting June 2001 - October 2002
ememories.com September 1999 - May 2001
JP Morgan 1998 - 1998
Andersen Consulting (Now Accenture) 1993 - 1997
Skills
Investments, Portfolio Management, Wealth Management, Finance, Risk Management, Valuation, Investment Management, Strategic Planning, Management, Financial Advisory, Business Strategy, Management Consulting, Alternative Investments, Public Speaking, Hedge Funds
Education
The Anderson School at UCLA 1997 — 1999
MBA
Claremont McKenna 1989 — 1993
B.A.
Harvey Mudd College 1989 — 1993
William J. Greenwald's J.P. Morgan Experience 1999 - 2001
Job Mindset Cultivator, Author, Neuroleaderologist, Presentation Coach, Professional Speaker (hmmm...what else?)
Industry Executive Office
Experience
Windsor Leadership Group, LLC. 2009 - Present
Humana January 2011 - July 2013
Humana 2006 - 2011
Humana 2004 - 2006
JP Morgan 1999 - 2001
Vanguard Financial Group 1991 - 1999
Skills
Strategy, Executive Coaching, Organizational..., Change Management, Leadership, Talent Management, Organizational Design, Consulting, Executive Development, Public Speaking, Call Centers, Nonprofits, Sales, Leadership Development, Process Improvement, Strategic Planning, Coaching, Organizational..., Management Consulting, Team Building, Call Center, Training, Executive Management, Employee Benefits, Health Insurance, Business Process..., Healthcare, Six Sigma, Performance Management, Entrepreneurship, Workshop Facilitation, Succession Planning, Program Management, Performance Improvement, Marketing
Education
Harvard University 2009 — 2015
Master's Degree, Clinical Psychology (Neuroscience focused)
University of Pennsylvania 2006 — 2008
Master's Degree, Philosophy
University of Pennsylvania 1998 — 2001
Master's Degree, OD
Windsor Leadership Group, LLC. 2009 - Present
Humana January 2011 - July 2013
Humana 2006 - 2011
Humana 2004 - 2006
JP Morgan 1999 - 2001
Vanguard Financial Group 1991 - 1999
Skills
Strategy, Executive Coaching, Organizational..., Change Management, Leadership, Talent Management, Organizational Design, Consulting, Executive Development, Public Speaking, Call Centers, Nonprofits, Sales, Leadership Development, Process Improvement, Strategic Planning, Coaching, Organizational..., Management Consulting, Team Building, Call Center, Training, Executive Management, Employee Benefits, Health Insurance, Business Process..., Healthcare, Six Sigma, Performance Management, Entrepreneurship, Workshop Facilitation, Succession Planning, Program Management, Performance Improvement, Marketing
Education
Harvard University 2009 — 2015
Master's Degree, Clinical Psychology (Neuroscience focused)
University of Pennsylvania 2006 — 2008
Master's Degree, Philosophy
University of Pennsylvania 1998 — 2001
Master's Degree, OD
Christopher Boone Christopher Boone's J.P. Morgan Experience September 1994 - January 2000
Job Visionary software company CEO & Board Member specializing in private equity growth and turnarounds
Industry Computer Software
Experience
Coveroo March 2014 - Present
Intel Corporation January 2014 - Present
Cimbal August 2014 - Present
Cimbal, Inc. September 2009 - August 2014
Visuvi, Inc August 2008 - September 2009
AppCentral, Inc. March 2004 - July 2008
Cimbal Holdings, LLC February 2002 - March 2004
Excite@Home March 2000 - March 2002
JP Morgan September 1994 - January 2000
Price Waterhouse August 1993 - September 1994
Skills
Mobile, Mergers, Private Equity, Enterprise Software, Cloud Computing, E-commerce, Executive Management, Corporate Finance, Investment Banking, Network Security, Strategic Advisory, Venture Capital, Strategic Partnerships, Start-ups, Corporate Development, Business Modeling, Strategy Development, Product Strategy, Emerging Markets, Entrepreneur, Entrepreneurship, SaaS, Product Management, M&A experience, Mobile Payments, Mobile Commerce, Product Development, Mobile Applications, Payments, Go-to-market Strategy, Funding, Product Innovation, Mobile Technology, Mobile Internet, M&A due diligence, Credit Cards, Customer Acquisition, Contract Negotiations, Pricing Strategy, B2B eCommerce, Technology Development, Portfolio Management, Strategy, Mobile Devices, Business Development, Mergers & Acquisitions, Finance, Leadership, Angel Investing, Management
Education
Harvard Business School Executive Education 1997 — 1997
University of Notre Dame
BS
Coveroo March 2014 - Present
Intel Corporation January 2014 - Present
Cimbal August 2014 - Present
Cimbal, Inc. September 2009 - August 2014
Visuvi, Inc August 2008 - September 2009
AppCentral, Inc. March 2004 - July 2008
Cimbal Holdings, LLC February 2002 - March 2004
Excite@Home March 2000 - March 2002
JP Morgan September 1994 - January 2000
Price Waterhouse August 1993 - September 1994
Skills
Mobile, Mergers, Private Equity, Enterprise Software, Cloud Computing, E-commerce, Executive Management, Corporate Finance, Investment Banking, Network Security, Strategic Advisory, Venture Capital, Strategic Partnerships, Start-ups, Corporate Development, Business Modeling, Strategy Development, Product Strategy, Emerging Markets, Entrepreneur, Entrepreneurship, SaaS, Product Management, M&A experience, Mobile Payments, Mobile Commerce, Product Development, Mobile Applications, Payments, Go-to-market Strategy, Funding, Product Innovation, Mobile Technology, Mobile Internet, M&A due diligence, Credit Cards, Customer Acquisition, Contract Negotiations, Pricing Strategy, B2B eCommerce, Technology Development, Portfolio Management, Strategy, Mobile Devices, Business Development, Mergers & Acquisitions, Finance, Leadership, Angel Investing, Management
Education
Harvard Business School Executive Education 1997 — 1997
University of Notre Dame
BS
August Keating August Keating's J.P. Morgan Experience July 2010 - August 2013
Job Senior Consultant at Capco
Industry Management Consulting
Experience
Capco May 2014 - March 2015
J.P. Morgan July 2010 - August 2013
JP Morgan June 2009 - August 2009
Sponsors for Educational Opportunity (SEO) May 2009 - August 2009
Merrill Lynch August 2008 - December 2008
Goldman Sachs June 2008 - August 2008
Skills
Series 7, Series 63, Fixed Income, Recruiting, Investment Management, Financial Advisory, Financial Analysis, Capital Markets, Portfolio Management, Investments, Cross-functional Team..., Project Management, Business Strategy, Entrepreneurship, Finance, Asset Management, Financial Services, Microsoft Office, Consulting, Research, Equities, Microsoft Excel
Education
Hamilton College 2006 — 2010
Economics, Minor in Communications
Leonia High school 2002 — 2006
Capco May 2014 - March 2015
J.P. Morgan July 2010 - August 2013
JP Morgan June 2009 - August 2009
Sponsors for Educational Opportunity (SEO) May 2009 - August 2009
Merrill Lynch August 2008 - December 2008
Goldman Sachs June 2008 - August 2008
Skills
Series 7, Series 63, Fixed Income, Recruiting, Investment Management, Financial Advisory, Financial Analysis, Capital Markets, Portfolio Management, Investments, Cross-functional Team..., Project Management, Business Strategy, Entrepreneurship, Finance, Asset Management, Financial Services, Microsoft Office, Consulting, Research, Equities, Microsoft Excel
Education
Hamilton College 2006 — 2010
Economics, Minor in Communications
Leonia High school 2002 — 2006
Lisa McKenzie Lisa McKenzie's J.P. Morgan Experience March 1993 - January 1994
Job Managing Member at Heirs of Thornton Fleming Koen, LLC
Industry Banking
Experience
Heirs of Thornton Fleming Koen, LLC April 2011 - Present
Home educator September 1997 - September 2011
UK Employment Tribunal January 2004 - April 2006
JP Morgan March 1993 - January 1994
JP Morgan February 1990 - February 1993
JP Morgan November 1986 - January 1990
ARTHUR ANDERSEN & Co (Accenture) August 1982 - August 1984
Skills
Portfolio Management, Investments, Due Diligence, Credit, Credit Risk, Risk Management, Loans, Financial Structuring, Restructuring, Budgets, Cash Flow, Negotiation, Leveraged Finance, Executive Management, Capital Markets
Education
Harvard Business School 1984 — 1986
MBA, Finance
University of Southern California 1978 — 1982
BS, Finance
Heirs of Thornton Fleming Koen, LLC April 2011 - Present
Home educator September 1997 - September 2011
UK Employment Tribunal January 2004 - April 2006
JP Morgan March 1993 - January 1994
JP Morgan February 1990 - February 1993
JP Morgan November 1986 - January 1990
ARTHUR ANDERSEN & Co (Accenture) August 1982 - August 1984
Skills
Portfolio Management, Investments, Due Diligence, Credit, Credit Risk, Risk Management, Loans, Financial Structuring, Restructuring, Budgets, Cash Flow, Negotiation, Leveraged Finance, Executive Management, Capital Markets
Education
Harvard Business School 1984 — 1986
MBA, Finance
University of Southern California 1978 — 1982
BS, Finance
Simon Drake, CFA's J.P. Morgan Experience May 2015 - Present
Job Convertibles Trader at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
JP Morgan June 2006 - May 2015
Skills
Bloomberg, Bonds, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Valuation, Series 7, Trading
Education
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), Economics
J.P. Morgan May 2015 - Present
JP Morgan June 2006 - May 2015
Skills
Bloomberg, Bonds, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Valuation, Series 7, Trading
Education
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Christopher Tyler's J.P. Morgan Experience June 1994 - June 1998
Job Great Gable Partners, LP
Industry Investment Management
Experience
Great Gable Partners, LP May 2012 - Present
Terravest Capital Partners, LP February 2008 - Present
California State Senate November 2010 - April 2012
Pacific Union Homes October 2002 - January 2008
The Blackstone Group June 2001 - August 2001
Frontenac Company July 1998 - July 2000
JP Morgan June 1994 - June 1998
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
Harvard University 1990 — 1994
Bachelor of Arts (BA)
St. Mark's School 1986 — 1989
Episcopal Academy 1977 — 1986
Great Gable Partners, LP May 2012 - Present
Terravest Capital Partners, LP February 2008 - Present
California State Senate November 2010 - April 2012
Pacific Union Homes October 2002 - January 2008
The Blackstone Group June 2001 - August 2001
Frontenac Company July 1998 - July 2000
JP Morgan June 1994 - June 1998
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
Harvard University 1990 — 1994
Bachelor of Arts (BA)
St. Mark's School 1986 — 1989
Episcopal Academy 1977 — 1986
Sonali Mathur's J.P. Morgan Experience June 2005 - August 2007
Job CEO at TestRocker Inc.
Industry E-Learning
Experience
TestRocker Inc. June 2012 - Present
TheLadders.com August 2011 - June 2012
J.P. Morgan Chase August 2007 - July 2009
J.P Morgan June 2005 - August 2007
Skills
Educational Technology, Internet Strategy, Entrepreneurship, Start-ups, Education, Strategy, Strategic Planning, Business Strategy, Change Management, P&L Management, Venture Capital, Corporate Development, Management Consulting, Performance Management, Leadership, Management, Strategic Financial..., Marketing, Business Development
Education
Harvard Business School 2009 — 2011
MBA
University of Notre Dame 2001 — 2005
BBA, Economics and Marketing
Jakarta International School 1999 — 2001
High School
TestRocker Inc. June 2012 - Present
TheLadders.com August 2011 - June 2012
J.P. Morgan Chase August 2007 - July 2009
J.P Morgan June 2005 - August 2007
Skills
Educational Technology, Internet Strategy, Entrepreneurship, Start-ups, Education, Strategy, Strategic Planning, Business Strategy, Change Management, P&L Management, Venture Capital, Corporate Development, Management Consulting, Performance Management, Leadership, Management, Strategic Financial..., Marketing, Business Development
Education
Harvard Business School 2009 — 2011
MBA
University of Notre Dame 2001 — 2005
BBA, Economics and Marketing
Jakarta International School 1999 — 2001
High School
Karl B. Douglas's J.P. Morgan Experience August 1994 - April 1998
Job SVP Business Development at PPMT Strategic Group
Industry Financial Services
Experience
PPMT Strategic Group November 2014 - Present
Unify Biotechnologies, LLC., formerly BioCelerate LLC September 2014 - Present
European American Capital Partners October 2004 - October 2014
UCC Capital Corporation October 2000 - October 2004
Merrill Lynch August 1998 - January 2000
JP Morgan August 1994 - April 1998
Bear Stearns 1992 - 1994
Salomon Brothers 1990 - 1992
Tradition North America January 1990 - December 1990
Vantage Financial Corp April 1989 - December 1989
Skills
Mergers & Acquisitions, Strategy, Commodity, Capital Markets, Finance, Due Diligence, Valuation, Structured Finance, Financial Structuring, Investments, Executive Management, Equities, Business Strategy, Mining, Venture Capital, Restructuring, Private Equity, Trading, Strategic Planning, Financial Modeling, Investment Banking, Mergers, New Business Development, Start-ups, Portfolio Management, Corporate Finance, Energy, Emerging Markets, Investor Relations, Acquisitions, Funding, Financial Analysis, Private Placements, Corporate Development, Capital
Education
Princeton University 1981 — 1985
Economics, Class of 1985, Political Economy
Harvard University 1982 — 1982
Business/Managerial Economics
Heriot-Watt University 2011 — 2013
Post Graduate Studies in Business Administration, Business/Managerial Economics
PPMT Strategic Group November 2014 - Present
Unify Biotechnologies, LLC., formerly BioCelerate LLC September 2014 - Present
European American Capital Partners October 2004 - October 2014
UCC Capital Corporation October 2000 - October 2004
Merrill Lynch August 1998 - January 2000
JP Morgan August 1994 - April 1998
Bear Stearns 1992 - 1994
Salomon Brothers 1990 - 1992
Tradition North America January 1990 - December 1990
Vantage Financial Corp April 1989 - December 1989
Skills
Mergers & Acquisitions, Strategy, Commodity, Capital Markets, Finance, Due Diligence, Valuation, Structured Finance, Financial Structuring, Investments, Executive Management, Equities, Business Strategy, Mining, Venture Capital, Restructuring, Private Equity, Trading, Strategic Planning, Financial Modeling, Investment Banking, Mergers, New Business Development, Start-ups, Portfolio Management, Corporate Finance, Energy, Emerging Markets, Investor Relations, Acquisitions, Funding, Financial Analysis, Private Placements, Corporate Development, Capital
Education
Princeton University 1981 — 1985
Economics, Class of 1985, Political Economy
Harvard University 1982 — 1982
Business/Managerial Economics
Heriot-Watt University 2011 — 2013
Post Graduate Studies in Business Administration, Business/Managerial Economics
Daniel Fielding's J.P. Morgan Experience March 2008 - April 2010
Job NonProfit and Philanthropy Professional
Industry Philanthropy
Experience
Habitat for Humanity - New York City March 2012 - Present
The Alison Foundation September 2010 - Present
JP Morgan March 2008 - April 2010
Bear Stearns Asset Management June 2007 - March 2008
Education
Hamilton College 2003 — 2007
BA, Public Policy
Habitat for Humanity - New York City March 2012 - Present
The Alison Foundation September 2010 - Present
JP Morgan March 2008 - April 2010
Bear Stearns Asset Management June 2007 - March 2008
Education
Hamilton College 2003 — 2007
BA, Public Policy
Eduardo Weinstein Eduardo Weinstein's J.P. Morgan Experience June 2008 - August 2008
Job Head of Strategy and Metrics, Americas Sales at Google
Industry Internet
Experience
Google June 2014 - Present
Google April 2013 - May 2014
Google December 2010 - March 2013
McKinsey & Company February 2005 - November 2010
JP Morgan June 2008 - August 2008
Skills
Business Strategy, Management Consulting, Corporate Development, Latin America, Project Management, Business Operations, Strategy, Emerging Markets, Strategic Consulting, Growth Strategies, Valuation, Due Diligence, Go-to-market Strategy, Corporate Finance, Strategic Partnerships, Market Entry, Cross-functional Team..., Product Management, Management
Education
Harvard Business School 2007 — 2009
MBA, Business Administration and Management, General
Pontificia Universidad Católica de Chile 2000 — 2004
Commercial Engineering, Business Administration, Economics
University of California, Berkeley 2003 — 2003
Economics, Exchange Student in Economics Department and Haas School of Business
Google June 2014 - Present
Google April 2013 - May 2014
Google December 2010 - March 2013
McKinsey & Company February 2005 - November 2010
JP Morgan June 2008 - August 2008
Skills
Business Strategy, Management Consulting, Corporate Development, Latin America, Project Management, Business Operations, Strategy, Emerging Markets, Strategic Consulting, Growth Strategies, Valuation, Due Diligence, Go-to-market Strategy, Corporate Finance, Strategic Partnerships, Market Entry, Cross-functional Team..., Product Management, Management
Education
Harvard Business School 2007 — 2009
MBA, Business Administration and Management, General
Pontificia Universidad Católica de Chile 2000 — 2004
Commercial Engineering, Business Administration, Economics
University of California, Berkeley 2003 — 2003
Economics, Exchange Student in Economics Department and Haas School of Business
Wenao Wang Wenao Wang's J.P. Morgan Experience June 2007 - June 2009
Job Experienced management consultant
Industry Information Technology and Services
Experience
Google February 2015 - Present
The Boston Consulting Group January 2013 - February 2015
E-commerce start-up September 2012 - November 2012
Oak Investment Partners June 2012 - September 2012
The Boston Consulting Group June 2011 - August 2011
The World Bank May 2010 - July 2010
JP Morgan June 2007 - June 2009
Skills
Quantitative Analytics, Management Consulting, Consumer Insight, Business Strategy, Strategic Data Analysis, Project Management, Organizational..., Investment Banking, Valuation, Financial Analysis, Emerging Markets, E-commerce, Financial Modeling, Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.)
Harvard University Kennedy School of Government 2009 — 2012
Master's Degree, Master of Public Administration in International Development
Wellesley College 2003 — 2007
Bachelor's Degree, Economics, Mathematics, Magna Cum Laude, Phi Beta Kappa
Red Cross Nordic United World College 2001 — 2003
International Baccalaureate
Google February 2015 - Present
The Boston Consulting Group January 2013 - February 2015
E-commerce start-up September 2012 - November 2012
Oak Investment Partners June 2012 - September 2012
The Boston Consulting Group June 2011 - August 2011
The World Bank May 2010 - July 2010
JP Morgan June 2007 - June 2009
Skills
Quantitative Analytics, Management Consulting, Consumer Insight, Business Strategy, Strategic Data Analysis, Project Management, Organizational..., Investment Banking, Valuation, Financial Analysis, Emerging Markets, E-commerce, Financial Modeling, Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (M.B.A.)
Harvard University Kennedy School of Government 2009 — 2012
Master's Degree, Master of Public Administration in International Development
Wellesley College 2003 — 2007
Bachelor's Degree, Economics, Mathematics, Magna Cum Laude, Phi Beta Kappa
Red Cross Nordic United World College 2001 — 2003
International Baccalaureate
Edward Likovich's J.P. Morgan Experience June 2011 - April 2013
Job Chief Executive Officer at GoodLux Technology
Industry Consumer Electronics
Experience
GoodLux Technology April 2013 - Present
J.P. Morgan June 2011 - April 2013
Harvard University July 2008 - June 2011
Harvard University June 2006 - June 2011
JP Morgan June 2010 - August 2010
Harvard University September 2008 - January 2009
NIST June 2007 - August 2007
Lawrence Berkeley National Laboratory June 2005 - August 2007
Skills
Mathematical Modeling, Spectroscopy, Mathematica, Monte Carlo Simulation, Fixed Income, Data Analysis, Characterization, Physics, LaTeX, Strategy, Semiconductors, Statistics, R, Simulations, Algorithms, Matlab, Research, Quantitative Analytics, Labview, Economics, Quantitative Finance, Python, Programming, Statistical Modeling, Sensors, Stata, Applied Mathematics, Science, Machine Learning, Financial Modeling
Education
Harvard University 2006 — 2011
PhD, Applied Physics
Harvard University 2006 — 2008
SM, Applied Physics
Harvard University 2002 — 2006
AB (Honors), Physics
GoodLux Technology April 2013 - Present
J.P. Morgan June 2011 - April 2013
Harvard University July 2008 - June 2011
Harvard University June 2006 - June 2011
JP Morgan June 2010 - August 2010
Harvard University September 2008 - January 2009
NIST June 2007 - August 2007
Lawrence Berkeley National Laboratory June 2005 - August 2007
Skills
Mathematical Modeling, Spectroscopy, Mathematica, Monte Carlo Simulation, Fixed Income, Data Analysis, Characterization, Physics, LaTeX, Strategy, Semiconductors, Statistics, R, Simulations, Algorithms, Matlab, Research, Quantitative Analytics, Labview, Economics, Quantitative Finance, Python, Programming, Statistical Modeling, Sensors, Stata, Applied Mathematics, Science, Machine Learning, Financial Modeling
Education
Harvard University 2006 — 2011
PhD, Applied Physics
Harvard University 2006 — 2008
SM, Applied Physics
Harvard University 2002 — 2006
AB (Honors), Physics
Daniel Andor Daniel Andor's J.P. Morgan Experience June 2000 - September 2000
Job Applied Mathematician
Industry Research
Experience
Google June 2013 - Present
Bloomberg LP March 2013 - May 2013
Benchmark Solutions January 2011 - February 2013
The Rockefeller University October 2005 - December 2010
University of Cambridge 2000 - 2005
JP Morgan June 2000 - September 2000
Hitachi, Cambridge High Performance Computing Facility May 1998 - August 1998
Eidos October 1995 - March 1996
Skills
Research, Data Analysis, Statistics, Mathematical Modeling, Matlab, Scala, C++, Machine Learning, Fixed Income, Bioinformatics, R, Data Mining, Quantitative Finance, Python, High Performance..., Options, Quantitative Analytics
Education
University of Cambridge 2000 — 2005
PhD, Physics
Harvard University Kennedy School of Government 2001 — 2002
Leadership
Massachusetts Institute of Technology 2001 — 2002
History: Modernity, Post-modernity and Capitalism
University of Cambridge 1996 — 2000
MSci, Physics
Google June 2013 - Present
Bloomberg LP March 2013 - May 2013
Benchmark Solutions January 2011 - February 2013
The Rockefeller University October 2005 - December 2010
University of Cambridge 2000 - 2005
JP Morgan June 2000 - September 2000
Hitachi, Cambridge High Performance Computing Facility May 1998 - August 1998
Eidos October 1995 - March 1996
Skills
Research, Data Analysis, Statistics, Mathematical Modeling, Matlab, Scala, C++, Machine Learning, Fixed Income, Bioinformatics, R, Data Mining, Quantitative Finance, Python, High Performance..., Options, Quantitative Analytics
Education
University of Cambridge 2000 — 2005
PhD, Physics
Harvard University Kennedy School of Government 2001 — 2002
Leadership
Massachusetts Institute of Technology 2001 — 2002
History: Modernity, Post-modernity and Capitalism
University of Cambridge 1996 — 2000
MSci, Physics
Sean Linder Sean Linder's J.P. Morgan Experience January 2012 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2012 - Present
JP Morgan August 2008 - January 2012
Price Waterhouse Coopers January 2007 - September 2007
Skills
Equities, Financial Services, Finance, Data Analysis, Cross-functional Team..., Risk Management, Analysis, Project Management, Financial Analysis, Financial Modeling, Internal Controls, Auditing, Microsoft Office, Microsoft Excel, Management, Accounting, Process Improvement, Trading, Financial Risk, Business Objects, SAP, Oracle, Outlook, Lotus Notes, Internet Explorer, Team Leadership, Critical Thinking, Process Migration, Prime Brokerage, Cognos, Sungard GMI, Excel, Project Planning, Project Implementation, Problem Solving, Risk, Hyperion, Project Execution, Strategy, Public Speaking, Valuation
Education
Hampton University 2004 — 2008
Business Administration, Accounting, Finance, 3.7
Northeast Highschool 2000 — 2004
High School, Aerospace, Medical, Engineering, 3.8
J.P. Morgan January 2012 - Present
JP Morgan August 2008 - January 2012
Price Waterhouse Coopers January 2007 - September 2007
Skills
Equities, Financial Services, Finance, Data Analysis, Cross-functional Team..., Risk Management, Analysis, Project Management, Financial Analysis, Financial Modeling, Internal Controls, Auditing, Microsoft Office, Microsoft Excel, Management, Accounting, Process Improvement, Trading, Financial Risk, Business Objects, SAP, Oracle, Outlook, Lotus Notes, Internet Explorer, Team Leadership, Critical Thinking, Process Migration, Prime Brokerage, Cognos, Sungard GMI, Excel, Project Planning, Project Implementation, Problem Solving, Risk, Hyperion, Project Execution, Strategy, Public Speaking, Valuation
Education
Hampton University 2004 — 2008
Business Administration, Accounting, Finance, 3.7
Northeast Highschool 2000 — 2004
High School, Aerospace, Medical, Engineering, 3.8
Cesar Brea Cesar Brea's J.P. Morgan Experience August 1985 - August 1988
Job
Industry Marketing and Advertising
Experience
Force Five Partners February 2008 - Present
Monitor Group 2005 - 2008
ESM Partners September 2003 - June 2005
Contact Networks 2003 - 2004
Razorfish June 2002 - September 2003
ArsDigita Corporation August 1999 - February 2002
Bain & Company March 1996 - September 1999
Symmetrix 1991 - 1996
JP Morgan August 1985 - August 1988
Skills
Start-ups, Marketing Research, SaaS, Analytics, Strategy, Entrepreneurship, Business Development, Product Management, Marketing Strategy, Go-to-market Strategy, Leadership, Marketing, Strategic Partnerships, Business Intelligence, Management Consulting, Business Strategy, Enterprise Software, Product Development, CRM, E-commerce, Consulting, Competitive Analysis, Management, Training, Analysis, Market Research, Segmentation, Mergers & Acquisitions, Business Planning, Venture Capital, Strategic Consulting, Product Marketing, Corporate Development, Digital Marketing, Lead Generation, Market Analysis, Cross-functional Team..., Digital Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Harvard University 1981 — 1985
BA, Social Studies
Force Five Partners February 2008 - Present
Monitor Group 2005 - 2008
ESM Partners September 2003 - June 2005
Contact Networks 2003 - 2004
Razorfish June 2002 - September 2003
ArsDigita Corporation August 1999 - February 2002
Bain & Company March 1996 - September 1999
Symmetrix 1991 - 1996
JP Morgan August 1985 - August 1988
Skills
Start-ups, Marketing Research, SaaS, Analytics, Strategy, Entrepreneurship, Business Development, Product Management, Marketing Strategy, Go-to-market Strategy, Leadership, Marketing, Strategic Partnerships, Business Intelligence, Management Consulting, Business Strategy, Enterprise Software, Product Development, CRM, E-commerce, Consulting, Competitive Analysis, Management, Training, Analysis, Market Research, Segmentation, Mergers & Acquisitions, Business Planning, Venture Capital, Strategic Consulting, Product Marketing, Corporate Development, Digital Marketing, Lead Generation, Market Analysis, Cross-functional Team..., Digital Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1988 — 1990
MBA
Harvard University 1981 — 1985
BA, Social Studies
Domenick Macri, Sr. MST Domenick Macri, Sr. MST's J.P. Morgan Experience August 2003 - July 2005
Job Wealth Advisor & Associate Director at BakerAvenue Asset Management
Industry Financial Services
Experience
BakerAvenue Asset Management December 2014 - Present
Bridgewater Associates May 2013 - October 2014
IBERIABANK September 2012 - May 2013
J.P. Morgan Private Bank July 2010 - September 2012
J.P. Morgan Trust Company of Delaware July 2005 - July 2010
JP Morgan August 2003 - July 2005
JP Morgan September 2000 - August 2003
TransUnion January 1999 - September 2000
Skills
Trusted Advisor, Integrity, Wealth Management..., Trusts, Trust Management, Trust Services, Estate Planning, Banking, Client Relationship..., Private Banking, Credit, High Net Worth..., Non-profit Development, Cross Selling, Tax, Fundraising, Loans, Management, Financial Risk, Risk Management, Strategic Financial..., Charitable Trusts, Non-profits, Business Development, Investments, CRM, Wealth Management, Investment Advisory, Risk, Securities, Personal Trust..., Wealth, Relationship Management, Finance, Credit Analysis, Financial Services, Change Management, Performance Management, Nonprofits, Strategy, Retirement Planning, Insurance, Estate Tax Planning, Financial Planners, Financial Advisory, Asset Allocation, Consumer Lending, New Business Development, Strategic Planning
Education
Villanova University School of Law 2008 — 2010
MST, Taxation
Villanova University School of Law 2008 — 2011
Estate Planning Certificate, Estate Planning
Goldey-Beacom College 2004 — 2006
MBA, Finance
La Salle University 1995 — 1999
BA, Communications
Penn Wood High School 1992 — 1995
BakerAvenue Asset Management December 2014 - Present
Bridgewater Associates May 2013 - October 2014
IBERIABANK September 2012 - May 2013
J.P. Morgan Private Bank July 2010 - September 2012
J.P. Morgan Trust Company of Delaware July 2005 - July 2010
JP Morgan August 2003 - July 2005
JP Morgan September 2000 - August 2003
TransUnion January 1999 - September 2000
Skills
Trusted Advisor, Integrity, Wealth Management..., Trusts, Trust Management, Trust Services, Estate Planning, Banking, Client Relationship..., Private Banking, Credit, High Net Worth..., Non-profit Development, Cross Selling, Tax, Fundraising, Loans, Management, Financial Risk, Risk Management, Strategic Financial..., Charitable Trusts, Non-profits, Business Development, Investments, CRM, Wealth Management, Investment Advisory, Risk, Securities, Personal Trust..., Wealth, Relationship Management, Finance, Credit Analysis, Financial Services, Change Management, Performance Management, Nonprofits, Strategy, Retirement Planning, Insurance, Estate Tax Planning, Financial Planners, Financial Advisory, Asset Allocation, Consumer Lending, New Business Development, Strategic Planning
Education
Villanova University School of Law 2008 — 2010
MST, Taxation
Villanova University School of Law 2008 — 2011
Estate Planning Certificate, Estate Planning
Goldey-Beacom College 2004 — 2006
MBA, Finance
La Salle University 1995 — 1999
BA, Communications
Penn Wood High School 1992 — 1995
Bob Meade's J.P. Morgan Experience January 1995 - January 1999
Job CoFounder at McKay Brothers, LLC
Industry Financial Services
Experience
McKay Brothers, LLC January 2011 - Present
Ronin Capital September 2004 - December 2011
Robertson Stephens & Co January 1999 - September 2002
JP Morgan January 1995 - January 1999
MIT September 1990 - January 1995
Education
Harvard University 1985 — 1990
PhD, Physics
Wesleyan University 1981 — 1985
BA, Physics
McKay Brothers, LLC January 2011 - Present
Ronin Capital September 2004 - December 2011
Robertson Stephens & Co January 1999 - September 2002
JP Morgan January 1995 - January 1999
MIT September 1990 - January 1995
Education
Harvard University 1985 — 1990
PhD, Physics
Wesleyan University 1981 — 1985
BA, Physics
Chris Schuster's J.P. Morgan Experience January 2011 - September 2012
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch January 2015 - Present
Bank of America September 2012 - December 2014
JP Morgan January 2011 - September 2012
JP Morgan September 2008 - January 2011
JP Morgan September 2007 - August 2008
Reaching Out MBA, Inc. December 2005 - February 2007
NYU Stern Consulting Corp 2006 - 2007
Chris Schuster 2004 - 2007
Travelers Insurance 1999 - 1999
Skills
Cross-functional Team..., Strategic Consulting, Product Development, Segmentation, Cash Management, Global Strategy, Treasury, Community Organizing, Training & Development, Economics, Governance, Data Management, Budgeting, International Sales, Mathematics, Business Strategy, Analysis, Product Management, Marketing, Budgets, Treasury Services, Analytics, Financial Services
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Economics, Management
Hamilton College 1996 — 2000
BA, Mathematics & Studio Art
Bank of America Merrill Lynch January 2015 - Present
Bank of America September 2012 - December 2014
JP Morgan January 2011 - September 2012
JP Morgan September 2008 - January 2011
JP Morgan September 2007 - August 2008
Reaching Out MBA, Inc. December 2005 - February 2007
NYU Stern Consulting Corp 2006 - 2007
Chris Schuster 2004 - 2007
Travelers Insurance 1999 - 1999
Skills
Cross-functional Team..., Strategic Consulting, Product Development, Segmentation, Cash Management, Global Strategy, Treasury, Community Organizing, Training & Development, Economics, Governance, Data Management, Budgeting, International Sales, Mathematics, Business Strategy, Analysis, Product Management, Marketing, Budgets, Treasury Services, Analytics, Financial Services
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Economics, Management
Hamilton College 1996 — 2000
BA, Mathematics & Studio Art
Kerin (Maganzini) Hempel's J.P. Morgan Experience September 2001 - April 2005
Job Executive Director at The Harris Family Charitable Foundation
Industry Sports
Experience
The Harris Family Charitable Foundation September 2014 - Present
New York Road Runners November 2010 - August 2014
McKinsey & Company June 2007 - October 2010
JP Morgan September 2001 - April 2005
Skills
Financial Modeling, Corporate Development, Business Strategy, Strategy, Valuation, Financial Analysis, Due Diligence, Strategic Planning, Management Consulting, Competitive Analysis, Marketing Strategy, Market Research, Business Development, Business Planning, Strategic Partnerships
Education
Harvard Business School 2005 — 2007
MBA, General Management
Princeton University 1997 — 2001
A.B., Economics
The Harris Family Charitable Foundation September 2014 - Present
New York Road Runners November 2010 - August 2014
McKinsey & Company June 2007 - October 2010
JP Morgan September 2001 - April 2005
Skills
Financial Modeling, Corporate Development, Business Strategy, Strategy, Valuation, Financial Analysis, Due Diligence, Strategic Planning, Management Consulting, Competitive Analysis, Marketing Strategy, Market Research, Business Development, Business Planning, Strategic Partnerships
Education
Harvard Business School 2005 — 2007
MBA, General Management
Princeton University 1997 — 2001
A.B., Economics
Arvindh Rajaraman's J.P. Morgan Experience 2003 - 2011
Job
Industry Financial Services
Experience
In Transition March 2015 - Present
Citi 2011 - February 2015
JP Morgan 2003 - 2011
Deutsche Bank 1999 - 2003
Professional Access 1994 - 1999
Sundram Information Systems 1993 - 1994
Skills
Business Development, Change Management, Fixed Income, Investment Banking, Leadership, Management, Market Data, Portfolio Management, Prime Brokerage, Program Management, Project Management, Reference Data, Relationship Management, Six Sigma, Strategic Planning, Sybase, Vendor Management, International Relations, Business Analysis, SDLC, Consulting, Risk Management, PMO, Strategy
Education
HEC Paris 2006 — 2008
MBA
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
The London School of Economics and Political Science (LSE) 2006 — 2008
MBA
National Institute of Technology, Trichy. 1988 — 1992
B.E.
In Transition March 2015 - Present
Citi 2011 - February 2015
JP Morgan 2003 - 2011
Deutsche Bank 1999 - 2003
Professional Access 1994 - 1999
Sundram Information Systems 1993 - 1994
Skills
Business Development, Change Management, Fixed Income, Investment Banking, Leadership, Management, Market Data, Portfolio Management, Prime Brokerage, Program Management, Project Management, Reference Data, Relationship Management, Six Sigma, Strategic Planning, Sybase, Vendor Management, International Relations, Business Analysis, SDLC, Consulting, Risk Management, PMO, Strategy
Education
HEC Paris 2006 — 2008
MBA
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
The London School of Economics and Political Science (LSE) 2006 — 2008
MBA
National Institute of Technology, Trichy. 1988 — 1992
B.E.
Dolores Sparr's J.P. Morgan Experience 2003 - 2006
Job Program Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
eMindful June 2008 - Present
Gennari Consulting Inc June 1999 - Present
General Atlantic July 2012 - December 2012
TD Bank February 2009 - April 2012
JPMorgan Chase September 2007 - August 2008
UBS March 2007 - September 2007
Acai Solutions October 2006 - March 2007
JP Morgan 2003 - 2006
Bessemer Trust 2000 - 2003
Skills
Governance, Business Process..., Project Management, Program Management, Portfolio Management, Process Improvement, IT Strategy, Data Warehousing, Requirements Analysis, SDLC, Fixed Income, Financial Services, Business Analysis, Derivatives, PMO, Enterprise Architecture, Risk Management, Banking, Vendor Management, Business Process..., CRM, Strategy, Integration
Education
Harvard University 1980 — 1983
C.S.S., Administration and Management
LIU Post
M.S., Mathematics and Education
University of California, Berkeley
A.B., Mathematics
Morgan Stanley February 2013 - Present
eMindful June 2008 - Present
Gennari Consulting Inc June 1999 - Present
General Atlantic July 2012 - December 2012
TD Bank February 2009 - April 2012
JPMorgan Chase September 2007 - August 2008
UBS March 2007 - September 2007
Acai Solutions October 2006 - March 2007
JP Morgan 2003 - 2006
Bessemer Trust 2000 - 2003
Skills
Governance, Business Process..., Project Management, Program Management, Portfolio Management, Process Improvement, IT Strategy, Data Warehousing, Requirements Analysis, SDLC, Fixed Income, Financial Services, Business Analysis, Derivatives, PMO, Enterprise Architecture, Risk Management, Banking, Vendor Management, Business Process..., CRM, Strategy, Integration
Education
Harvard University 1980 — 1983
C.S.S., Administration and Management
LIU Post
M.S., Mathematics and Education
University of California, Berkeley
A.B., Mathematics
Erin Fitzpatrick's J.P. Morgan Experience April 2014 - Present
Job Vice President Middle Office at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
J.P. Morgan May 2011 - April 2014
JP Morgan September 2006 - May 2011
Sempra Energy Trading September 2004 - September 2006
Skills
Derivatives, Investment Banking, Management, Risk Management
Education
Harvard University 1998 — 2002
J.P. Morgan April 2014 - Present
J.P. Morgan May 2011 - April 2014
JP Morgan September 2006 - May 2011
Sempra Energy Trading September 2004 - September 2006
Skills
Derivatives, Investment Banking, Management, Risk Management
Education
Harvard University 1998 — 2002
Hassan Malik's J.P. Morgan Experience August 2003 - September 2005
Job Global and Emerging Markets Analyst
Industry Financial Services
Experience
Toulouse School of Economics September 2014 - Present
European University Institute September 2013 - September 2014
Greenmantle 2011 - 2014
Copperstone Capital 2010 - 2011
Troika Dialog October 2005 - November 2008
JP Morgan August 2003 - September 2005
Skills
Equities, Valuation, Financial Modeling, Financial Analysis, Fixed Income, Investment Banking, Hedge Funds, Equity Research, Trading, Capital Markets, Portfolio Management, Derivatives, Emerging Markets, Investments, Financial Markets, Asset Management, Corporate Finance, Finance, Economics, Bloomberg, Alternative Investments
Education
Harvard University 2008 — 2013
PhD, History (International/Financial)
Harvard University 2006 — 2008
MA, History (International/Financial)
University of Chicago 1999 — 2003
AB with Honors, History (International)
Passed Level II of the CFA Program
Toulouse School of Economics September 2014 - Present
European University Institute September 2013 - September 2014
Greenmantle 2011 - 2014
Copperstone Capital 2010 - 2011
Troika Dialog October 2005 - November 2008
JP Morgan August 2003 - September 2005
Skills
Equities, Valuation, Financial Modeling, Financial Analysis, Fixed Income, Investment Banking, Hedge Funds, Equity Research, Trading, Capital Markets, Portfolio Management, Derivatives, Emerging Markets, Investments, Financial Markets, Asset Management, Corporate Finance, Finance, Economics, Bloomberg, Alternative Investments
Education
Harvard University 2008 — 2013
PhD, History (International/Financial)
Harvard University 2006 — 2008
MA, History (International/Financial)
University of Chicago 1999 — 2003
AB with Honors, History (International)
Passed Level II of the CFA Program
Stephanie Dulz's J.P. Morgan Experience March 2007 - Present
Job Consulting Actuary at JP Morgan
Industry Financial Services
David Martucci's J.P. Morgan Experience 2000 - Present
Job Fixed Income Portfolio Manager
Industry Financial Services
Experience
JP Morgan Asset Management May 2011 - Present
JP Morgan 2000 - Present
JPMorgan Asset Management 2000 - Present
JP MORGAN ASSET MANAGEMENT January 2004 - May 2011
JP Morgan January 2002 - May 2011
CHUBB GROUP OF INSURANCE COMPANIES June 1998 - June 2000
Chubb 1998 - 2000
Skills
Portfolio Management, Investment Banking, Fixed Income, Investment Strategies, Investments, Trading, Derivatives, Insurance, Business Strategy, Bonds, Economics, Asset Management, Strategy, Mutual Funds, Mergers, Financial Risk, Equities, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
Masters in Business Administration, Economicis
Leonard N. Stern School of Business
M.B.A, Finance and Economics
Hamilton College 1994 — 1998
BA, Math and Economics
Hamilton College
B.A, Mathematics and Economics
New York University
Master of Business Administration (M.B.A.), Economics
JP Morgan Asset Management May 2011 - Present
JP Morgan 2000 - Present
JPMorgan Asset Management 2000 - Present
JP MORGAN ASSET MANAGEMENT January 2004 - May 2011
JP Morgan January 2002 - May 2011
CHUBB GROUP OF INSURANCE COMPANIES June 1998 - June 2000
Chubb 1998 - 2000
Skills
Portfolio Management, Investment Banking, Fixed Income, Investment Strategies, Investments, Trading, Derivatives, Insurance, Business Strategy, Bonds, Economics, Asset Management, Strategy, Mutual Funds, Mergers, Financial Risk, Equities, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
Masters in Business Administration, Economicis
Leonard N. Stern School of Business
M.B.A, Finance and Economics
Hamilton College 1994 — 1998
BA, Math and Economics
Hamilton College
B.A, Mathematics and Economics
New York University
Master of Business Administration (M.B.A.), Economics
Alex Cobb's J.P. Morgan Experience June 1995 - November 1996
Job Director of Investments at Battery Global Advisors
Industry Financial Services
Experience
Battery Global Advisors September 2012 - Present
IWP Wealth September 2009 - August 2012
FMR - Fidelity Investments January 2006 - January 2009
TUDOR INVESTMENT CORPORATION May 2000 - November 2005
Morgan Stanley November 1996 - July 1998
JP Morgan June 1995 - November 1996
Camp Agawam June 1990 - August 1992
Skills
Investments, Asset Managment, Portfolio Management, Asset Allocation, Investment Strategies, Hedge Funds, Equity Research, Alternative Investments, Financial Modeling, Capital Markets, Trading, Valuation, Bloomberg, Equities, Fixed Income, High Yield, Investment Banking, Venture Capital, Private Equity, Emerging Markets
Education
Harvard Business School 1999 — 2000
MBA, Business
Middlebury College 1991 — 1995
Bachelor of Arts, Economics
Weston Public Schools 1977 — 1991
National Outdoor Leadership School 1989 — 1989
Battery Global Advisors September 2012 - Present
IWP Wealth September 2009 - August 2012
FMR - Fidelity Investments January 2006 - January 2009
TUDOR INVESTMENT CORPORATION May 2000 - November 2005
Morgan Stanley November 1996 - July 1998
JP Morgan June 1995 - November 1996
Camp Agawam June 1990 - August 1992
Skills
Investments, Asset Managment, Portfolio Management, Asset Allocation, Investment Strategies, Hedge Funds, Equity Research, Alternative Investments, Financial Modeling, Capital Markets, Trading, Valuation, Bloomberg, Equities, Fixed Income, High Yield, Investment Banking, Venture Capital, Private Equity, Emerging Markets
Education
Harvard Business School 1999 — 2000
MBA, Business
Middlebury College 1991 — 1995
Bachelor of Arts, Economics
Weston Public Schools 1977 — 1991
National Outdoor Leadership School 1989 — 1989
Stephen A. Smith's J.P. Morgan Experience April 1997 - March 1999
Job Investment Consultant
Industry Investment Management
Experience
Private Consulting Business January 2012 - Present
Whittier Trust Company March 2001 - October 2012
David L. Babson August 1999 - March 2000
JP Morgan April 1997 - March 1999
Standish, Ayer and Wood August 1993 - March 1997
Cambridge Associates January 1986 - August 1993
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Asset Management, Portfolio Management, Investments, Investment Strategies, Investment Advisory, Wealth Management, Banking, Strategic Financial..., Financial Modeling, Private Equity, High Net Worth..., Investment Management, Equity Research, Financial Advisory, Fixed Income, Wealth Management..., Series 7, Fund Of Funds, Wealth, Bloomberg, Mutual Funds, Investment Banking, Emerging Markets, Institutional..., Bonds, Global Macro, Securities, Family Office, Estate Planning, ETFs, Financial Markets
Education
The University of Chicago Booth School of Business 1971 — 1974
MBA, Economics, Statistics
Harvard University 1967 — 1971
BA, Economics
Private Consulting Business January 2012 - Present
Whittier Trust Company March 2001 - October 2012
David L. Babson August 1999 - March 2000
JP Morgan April 1997 - March 1999
Standish, Ayer and Wood August 1993 - March 1997
Cambridge Associates January 1986 - August 1993
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Equities, Asset Management, Portfolio Management, Investments, Investment Strategies, Investment Advisory, Wealth Management, Banking, Strategic Financial..., Financial Modeling, Private Equity, High Net Worth..., Investment Management, Equity Research, Financial Advisory, Fixed Income, Wealth Management..., Series 7, Fund Of Funds, Wealth, Bloomberg, Mutual Funds, Investment Banking, Emerging Markets, Institutional..., Bonds, Global Macro, Securities, Family Office, Estate Planning, ETFs, Financial Markets
Education
The University of Chicago Booth School of Business 1971 — 1974
MBA, Economics, Statistics
Harvard University 1967 — 1971
BA, Economics
Thomas Dunn's J.P. Morgan Experience June 2007 - October 2009
Job Municipal Bonds at Prager & Co., LLC
Industry Capital Markets
Experience
Prager & Co., LLC October 2009 - Present
JP Morgan June 2007 - October 2009
J.P. Morgan August 2006 - June 2007
J.P. Morgan October 2004 - August 2006
State Street June 2000 - October 2003
Skills
Investment Banking, Fixed Income
Education
Harvard University 1997 — 2004
Economics
The Hill School 1992 — 1997
Prager & Co., LLC October 2009 - Present
JP Morgan June 2007 - October 2009
J.P. Morgan August 2006 - June 2007
J.P. Morgan October 2004 - August 2006
State Street June 2000 - October 2003
Skills
Investment Banking, Fixed Income
Education
Harvard University 1997 — 2004
Economics
The Hill School 1992 — 1997
Jon Gezotis's J.P. Morgan Experience December 2005 - August 2007
Job VP Client Service Manager at JPMorgan
Industry Financial Services
Experience
JP Morgan Chase August 2007 - Present
JP Morgan December 2005 - August 2007
Brown Brothers & Harriman June 2005 - December 2005
Brown Brothers & Harriman June 2004 - June 2005
J.P. Morgan June 2003 - June 2004
JPMorgan Chase November 2001 - June 2003
JPMorgan Chase December 1999 - November 2001
Skills
Fund Accounting, Accounting, Financial Reporting, Management, Mutual Funds, Financial Analysis, Financial Services, Mergers & Acquisitions, Auditing, Corporate Actions, Bloomberg, Financial Risk, Asset Management, Financial Statements, Leadership, Securities, Hedge Funds, CRM, Derivatives, Analysis, Fixed Income, Equities, Insurance, Investments
Education
Northeastern University 1997 — 2003
Bachelor of Science, Finance
Harvard University
JP Morgan Chase August 2007 - Present
JP Morgan December 2005 - August 2007
Brown Brothers & Harriman June 2005 - December 2005
Brown Brothers & Harriman June 2004 - June 2005
J.P. Morgan June 2003 - June 2004
JPMorgan Chase November 2001 - June 2003
JPMorgan Chase December 1999 - November 2001
Skills
Fund Accounting, Accounting, Financial Reporting, Management, Mutual Funds, Financial Analysis, Financial Services, Mergers & Acquisitions, Auditing, Corporate Actions, Bloomberg, Financial Risk, Asset Management, Financial Statements, Leadership, Securities, Hedge Funds, CRM, Derivatives, Analysis, Fixed Income, Equities, Insurance, Investments
Education
Northeastern University 1997 — 2003
Bachelor of Science, Finance
Harvard University
David Loewi's J.P. Morgan Experience 1977 - 1984
Job Principal and CIO at Brainy Consultants LLC
Industry Information Technology and Services
Experience
Brainy Consultants LLC February 2011 - October 2011
Colorado Department of Revenue March 2008 - October 2010
University of Minnesota, Morris January 2005 - March 2008
Portland State University 2002 - 2005
University of Portland 1994 - 2001
Brentwood (Missouri) School District 1991 - 1994
JP Morgan 1977 - 1984
Toledo Museum of Art 1975 - 1976
Skills
Virtualization, Program Management, Disaster Recovery, Software Development, Business Analysis, IT Management, Enterprise Architecture, Process Improvement, Project Management, Change Management, Architecture, SharePoint, Security, Troubleshooting, Integration, SDLC, Analysis, IT Strategy, Microsoft SQL Server, Management, Leadership, CRM, Vendor Management
Education
Portland State University 2002 — 2004
Engineering and Technology Management
The University of Texas at Austin 1985 — 1989
M.S.C.S., Computer Science
Harvard University 1971 — 1975
B.A. cum laude, Fine Arts (Art History)
Denver George Washington High School 1967 — 1970
Horace Mann School 1964 — 1966
P.S. 40, New York, NY
P.S. 40, New York, NY
Brainy Consultants LLC February 2011 - October 2011
Colorado Department of Revenue March 2008 - October 2010
University of Minnesota, Morris January 2005 - March 2008
Portland State University 2002 - 2005
University of Portland 1994 - 2001
Brentwood (Missouri) School District 1991 - 1994
JP Morgan 1977 - 1984
Toledo Museum of Art 1975 - 1976
Skills
Virtualization, Program Management, Disaster Recovery, Software Development, Business Analysis, IT Management, Enterprise Architecture, Process Improvement, Project Management, Change Management, Architecture, SharePoint, Security, Troubleshooting, Integration, SDLC, Analysis, IT Strategy, Microsoft SQL Server, Management, Leadership, CRM, Vendor Management
Education
Portland State University 2002 — 2004
Engineering and Technology Management
The University of Texas at Austin 1985 — 1989
M.S.C.S., Computer Science
Harvard University 1971 — 1975
B.A. cum laude, Fine Arts (Art History)
Denver George Washington High School 1967 — 1970
Horace Mann School 1964 — 1966
P.S. 40, New York, NY
P.S. 40, New York, NY
Emilio Jimenez's J.P. Morgan Experience July 2012 - Present
Job Managing Director at JP Morgan
Industry Banking
Experience
JP Morgan July 2012 - Present
Barclays Capital October 2005 - July 2012
JPMorgan Chase Bank NA 1997 - 2005
Skills
Emerging Markets, Derivatives, Latin America, Spanish
Education
New York University School of Law 1989 — 1992
JD
Harvard University 1985 — 1989
AB, History
JP Morgan July 2012 - Present
Barclays Capital October 2005 - July 2012
JPMorgan Chase Bank NA 1997 - 2005
Skills
Emerging Markets, Derivatives, Latin America, Spanish
Education
New York University School of Law 1989 — 1992
JD
Harvard University 1985 — 1989
AB, History
Valerie Pierson Gammage's J.P. Morgan Experience 1989 - 2000
Job Independent NonProfit Organization Consultant
Industry Nonprofit Organization Management
Experience
JP Morgan 1989 - 2000
Education
Harvard Business School 1993 — 1995
MBA, Finance
Washington and Lee University 1985 — 1989
BA, Economics
JP Morgan 1989 - 2000
Education
Harvard Business School 1993 — 1995
MBA, Finance
Washington and Lee University 1985 — 1989
BA, Economics
Demian Reidel's J.P. Morgan Experience September 1998 - February 2001
Job HF Portfolio Manager
Industry Financial Services
Experience
QFR Capital Management April 2007 - September 2012
Integrated Finance Limited 2005 - 2007
Goldman Sachs March 2001 - August 2002
JP Morgan September 1998 - February 2001
Education
Harvard University 2002 — 2005
PhD, Economic
The University of Chicago 1997 — 1998
MS, Financial Mathematics
Instituto Balseiro 1991 — 1994
MS, Physics
Universidad Nacional de La Plata
QFR Capital Management April 2007 - September 2012
Integrated Finance Limited 2005 - 2007
Goldman Sachs March 2001 - August 2002
JP Morgan September 1998 - February 2001
Education
Harvard University 2002 — 2005
PhD, Economic
The University of Chicago 1997 — 1998
MS, Financial Mathematics
Instituto Balseiro 1991 — 1994
MS, Physics
Universidad Nacional de La Plata
Rod Norman's J.P. Morgan Experience
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan
Education
Harvard Business School 2000 — 2002
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
MA, International Economics
JP Morgan
Education
Harvard Business School 2000 — 2002
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
MA, International Economics
Mike Jackson, PMP's J.P. Morgan Experience 2003 - 2004
Job Managing Director Information Technology
Industry Information Technology and Services
Experience
Bell Trading, Inc. November 2004 - December 2008
JP Morgan 2003 - 2004
Bank One 1994 - 2004
First Chicago Futures 1994 - 2000
Skills
Program Management, Electronic Trading, Fixed Income, Derivatives, Trading Systems, Proprietary Trading, Commodity, Options, Financial Markets, Strategy, Risk Management, Commodity Markets, Equities, Financial Services, Trading, Capital Markets, Management, Leadership
Education
Governors State University 2000 — 2002
Bachelor of Arts (B.A.), Management Information Systems, General
Marian Catholic H.S.
Bell Trading, Inc. November 2004 - December 2008
JP Morgan 2003 - 2004
Bank One 1994 - 2004
First Chicago Futures 1994 - 2000
Skills
Program Management, Electronic Trading, Fixed Income, Derivatives, Trading Systems, Proprietary Trading, Commodity, Options, Financial Markets, Strategy, Risk Management, Commodity Markets, Equities, Financial Services, Trading, Capital Markets, Management, Leadership
Education
Governors State University 2000 — 2002
Bachelor of Arts (B.A.), Management Information Systems, General
Marian Catholic H.S.
Girish Dharamshi's J.P. Morgan Experience 1995 - 1996
Job Application Data Analyst at IBM Global Services
Industry Information Technology and Services
Experience
IBM Global Services May 2010 - Present
AnuData, Inc. August 2008 - May 2010
NYFIX 2008 - 2008
LIRR 2007 - 2007
AnuData Inc. 2004 - 2006
Bank of Tokyo-Mitsubishi 2002 - 2003
Merrill Lynch 1999 - 2001
UBS aka PaineWebber 1996 - 1999
JP Morgan 1995 - 1996
IBM 1991 - 1995
Skills
Solution Architecture, Integration, SDLC, ITIL, Enterprise Software, Cloud Computing, EAI, .NET, Agile Methodologies, Enterprise Architecture, IT Strategy, Product Development, Software Project..., C#, Business Process, SOA, Management, Software Development, Business Intelligence, Unix, Data Warehousing, Requirements Analysis, IT Service Management, Oracle, Pre-sales, DB2, IT Management, Business Analysis, Scrum
Education
SetFocus, LLC 2007 — 2008
.NET Master's Program
Indian Institute of Science 1974 — 1977
BS, Electrical Engg
Gujarat University 1970 — 1974
BS, Physics
IBM Global Services May 2010 - Present
AnuData, Inc. August 2008 - May 2010
NYFIX 2008 - 2008
LIRR 2007 - 2007
AnuData Inc. 2004 - 2006
Bank of Tokyo-Mitsubishi 2002 - 2003
Merrill Lynch 1999 - 2001
UBS aka PaineWebber 1996 - 1999
JP Morgan 1995 - 1996
IBM 1991 - 1995
Skills
Solution Architecture, Integration, SDLC, ITIL, Enterprise Software, Cloud Computing, EAI, .NET, Agile Methodologies, Enterprise Architecture, IT Strategy, Product Development, Software Project..., C#, Business Process, SOA, Management, Software Development, Business Intelligence, Unix, Data Warehousing, Requirements Analysis, IT Service Management, Oracle, Pre-sales, DB2, IT Management, Business Analysis, Scrum
Education
SetFocus, LLC 2007 — 2008
.NET Master's Program
Indian Institute of Science 1974 — 1977
BS, Electrical Engg
Gujarat University 1970 — 1974
BS, Physics
malav sanghvi's J.P. Morgan Experience May 2010 - Present
Job Associate at JP Morgan
Industry Information Services
Experience
JP Morgan May 2010 - Present
Modis April 2008 - May 2010
Net Matrix Solutions April 2007 - March 2008
GE Industrial April 2005 - February 2007
Infosys February 2004 - February 2005
Applications Software Group June 2002 - February 2005
Skills
Tomcat, Sybase, Requirements Analysis, Oracle, Leadership, Java Enterprise Edition, Java, JMS, J2EE Application..., Hibernate, Business Analysis, AJAX, Weblogic, Web Services
Education
Gujarat University 1998 — 2003
M.Sc., Computer Science
JP Morgan May 2010 - Present
Modis April 2008 - May 2010
Net Matrix Solutions April 2007 - March 2008
GE Industrial April 2005 - February 2007
Infosys February 2004 - February 2005
Applications Software Group June 2002 - February 2005
Skills
Tomcat, Sybase, Requirements Analysis, Oracle, Leadership, Java Enterprise Edition, Java, JMS, J2EE Application..., Hibernate, Business Analysis, AJAX, Weblogic, Web Services
Education
Gujarat University 1998 — 2003
M.Sc., Computer Science
Thomas Ruppel's J.P. Morgan Experience 1982 - 2007
Job SVP Director, Credit Process & Business Architecture at PNC Financial Services Group
Industry Banking
Experience
PNC Financial Services Group January 2011 - Present
PNC Financial Services Group August 2009 - December 2010
Deister Capital Management, LLC 2007 - 2009
JP Morgan 1982 - 2007
Skills
Credit Derivatives, Market, Derivatives, Credit Risk, Credit, Financial Markets, Risk Management, Hedge Funds, Alternative Investments, Structured Finance, Fixed Income, Capital Markets, Financial Structuring, Debt, Investment Banking, Equities, Fund Of Funds, Structured Products, Portfolio Management, Series 7, Equity Derivatives, Finance
Education
Harvard Business School 1980 — 1982
MBA, General management
Hamilton College 1973 — 1977
BA, Government, Asian Studies
PNC Financial Services Group January 2011 - Present
PNC Financial Services Group August 2009 - December 2010
Deister Capital Management, LLC 2007 - 2009
JP Morgan 1982 - 2007
Skills
Credit Derivatives, Market, Derivatives, Credit Risk, Credit, Financial Markets, Risk Management, Hedge Funds, Alternative Investments, Structured Finance, Fixed Income, Capital Markets, Financial Structuring, Debt, Investment Banking, Equities, Fund Of Funds, Structured Products, Portfolio Management, Series 7, Equity Derivatives, Finance
Education
Harvard Business School 1980 — 1982
MBA, General management
Hamilton College 1973 — 1977
BA, Government, Asian Studies
Kristopher A's J.P. Morgan Experience January 1998 - Present
Job Investment Banker
Industry Banking
Experience
JP Morgan January 1998 - Present
Education
Grand Canyon University 1995 — 1999
Business Management
JP Morgan January 1998 - Present
Education
Grand Canyon University 1995 — 1999
Business Management
Michael Buckjune's J.P. Morgan Experience August 1992 - January 1996
Job Managing Director at Macro Risk Advisors
Industry Financial Services
Experience
Macro Risk Advisors January 2011 - Present
Fortress Investment Group April 2006 - April 2010
Cramer Berkowitz May 2000 - March 2006
Morgan Stanley August 1997 - May 2000
JP Morgan August 1992 - January 1996
Skills
Hedge Funds, Derivatives, Equities, Trading, Fixed Income, Alternative Investments, Capital Markets, Bloomberg, Asset Management, Investments, Portfolio Management, Options, Financial Markets, Securities, Series 7, Trading Systems, Equity Derivatives, Emerging Markets, Electronic Trading, Risk Management, Equity Trading, Bonds, Structured Products, Finance, Management, Investment Strategies, Financial Analysis, FX Options
Education
Harvard Business School 1995 — 1997
Lowell High School
Syracuse University
Macro Risk Advisors January 2011 - Present
Fortress Investment Group April 2006 - April 2010
Cramer Berkowitz May 2000 - March 2006
Morgan Stanley August 1997 - May 2000
JP Morgan August 1992 - January 1996
Skills
Hedge Funds, Derivatives, Equities, Trading, Fixed Income, Alternative Investments, Capital Markets, Bloomberg, Asset Management, Investments, Portfolio Management, Options, Financial Markets, Securities, Series 7, Trading Systems, Equity Derivatives, Emerging Markets, Electronic Trading, Risk Management, Equity Trading, Bonds, Structured Products, Finance, Management, Investment Strategies, Financial Analysis, FX Options
Education
Harvard Business School 1995 — 1997
Lowell High School
Syracuse University
Robert Woolway's J.P. Morgan Experience 1999 - 2001
Job MD at Trinity Capital LLC
Industry Investment Banking
Experience
Trinity Capital LLC January 2006 - Present
Relational Advisors 2002 - 2005
Wasserstein Perella 2001 - 2002
JP Morgan 1999 - 2001
Merrill Lynch 1995 - 1999
Salomon Brothers 1985 - 1995
Skills
Loan Origination, Private Equity, Investment Banking, LBO, Capital Markets, Valuation, Leveraged Finance, Corporate Finance, Financial Analysis, Debt Restructuring, Middle Market, Capital Raising, Mergers, Mergers & Acquisitions, Restructuring, M&A experience, Turn Around Management, IPO, Finance, Capital, Financial Modeling, Start-ups, Due Diligence, Executive Management, Strategy
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Harvard University 1977 — 1981
AB, Economics
Loyola High School 1973 — 1977
St. Brendan's 1965 — 1973
Trinity Capital LLC January 2006 - Present
Relational Advisors 2002 - 2005
Wasserstein Perella 2001 - 2002
JP Morgan 1999 - 2001
Merrill Lynch 1995 - 1999
Salomon Brothers 1985 - 1995
Skills
Loan Origination, Private Equity, Investment Banking, LBO, Capital Markets, Valuation, Leveraged Finance, Corporate Finance, Financial Analysis, Debt Restructuring, Middle Market, Capital Raising, Mergers, Mergers & Acquisitions, Restructuring, M&A experience, Turn Around Management, IPO, Finance, Capital, Financial Modeling, Start-ups, Due Diligence, Executive Management, Strategy
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Harvard University 1977 — 1981
AB, Economics
Loyola High School 1973 — 1977
St. Brendan's 1965 — 1973
Beller, Lawrence's J.P. Morgan Experience June 2008 - February 2009
Job Managing Director at PNC
Industry Financial Services
Experience
PNC Bank December 2011 - Present
Fifth Street Finance Corp. October 2009 - November 2011
TPG Credit Management June 2009 - October 2009
JP Morgan June 2008 - February 2009
Bear Stearns January 1996 - June 2008
Smith Barney September 1994 - January 1995
Education
Harvard University 1991 — 1996
Bachelor of Science, Social Studies
PNC Bank December 2011 - Present
Fifth Street Finance Corp. October 2009 - November 2011
TPG Credit Management June 2009 - October 2009
JP Morgan June 2008 - February 2009
Bear Stearns January 1996 - June 2008
Smith Barney September 1994 - January 1995
Education
Harvard University 1991 — 1996
Bachelor of Science, Social Studies
Marnie Rosenberg's J.P. Morgan Experience May 2008 - Present
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan May 2008 - Present
JP Morgan January 2005 - May 2008
Centerprise Services December 1999 - December 2004
Federal Reserve Bank of New York August 1993 - December 1999
Skills
Capital Markets, Investment Banking, Hedge Funds, Emerging Markets, Fixed Income, Credit Derivatives, Risk Management, Derivatives, Equities, Structured Products, Valuation, Securities
Education
Harvard University, John F. Kennedy School of Government 1991 — 1993
MPP, Public Policy
Northwestern University 1985 — 1989
Bachelor of Arts (B.A.), History
JP Morgan May 2008 - Present
JP Morgan January 2005 - May 2008
Centerprise Services December 1999 - December 2004
Federal Reserve Bank of New York August 1993 - December 1999
Skills
Capital Markets, Investment Banking, Hedge Funds, Emerging Markets, Fixed Income, Credit Derivatives, Risk Management, Derivatives, Equities, Structured Products, Valuation, Securities
Education
Harvard University, John F. Kennedy School of Government 1991 — 1993
MPP, Public Policy
Northwestern University 1985 — 1989
Bachelor of Arts (B.A.), History
Chrystal Stokes Williams's J.P. Morgan Experience 2001 - 2002
Job Vice President, Global IP Strategy at American Express
Industry Financial Services
Experience
American Express May 2011 - Present
American Express November 2006 - May 2011
American Express June 2004 - November 2006
JP Morgan 2001 - 2002
Granite Broadcasting 1996 - 1999
Goldman Sachs 1994 - 1996
Education
Harvard Business School 1999 — 2001
MBA
Spelman College 1990 — 1994
Bachelor of Arts (B.A.), Economics
John F. Kennedy High School 1986 — 1990
American Express May 2011 - Present
American Express November 2006 - May 2011
American Express June 2004 - November 2006
JP Morgan 2001 - 2002
Granite Broadcasting 1996 - 1999
Goldman Sachs 1994 - 1996
Education
Harvard Business School 1999 — 2001
MBA
Spelman College 1990 — 1994
Bachelor of Arts (B.A.), Economics
John F. Kennedy High School 1986 — 1990
Gideon Bernstein's J.P. Morgan Experience October 2006 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2006 - Present
Lehman Brothers June 2004 - September 2006
Merrill Lynch September 2000 - May 2004
Skills
Equity Research, Equities, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Alternative Investments, Valuation, Emerging Markets, Investment Management, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 1998 — 2000
MBA
Haverford College 1989 — 1993
BA, Anthropology
Fieldston 1984 — 1989
JP Morgan October 2006 - Present
Lehman Brothers June 2004 - September 2006
Merrill Lynch September 2000 - May 2004
Skills
Equity Research, Equities, Hedge Funds, Fixed Income, Capital Markets, Investment Banking, Alternative Investments, Valuation, Emerging Markets, Investment Management, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 1998 — 2000
MBA
Haverford College 1989 — 1993
BA, Anthropology
Fieldston 1984 — 1989
Judy Lenhardt Campbell's J.P. Morgan Experience 1984 - 1989
Job Director at PwC
Industry Management Consulting
Experience
PwC February 2011 - Present
OnPoint Strategic Solutions December 2009 - February 2011
GE Capital, GE Commerical Finance June 1989 - January 2009
JP Morgan 1984 - 1989
Price Waterhouse 1981 - 1984
Skills
Corporate Finance, Acquisition Integration, Financial Analysis, Due Diligence, Financial Modeling, Mergers & Acquisitions, Restructuring, Accounting, Mergers, Internal Controls, US GAAP, Business Strategy, Finance, Financial Audits, Management, Private Equity, Process Improvement, Risk Management, Sarbanes-Oxley Act, Strategy, Valuation
Education
University of Wisconsin-Madison 1977 — 1981
BBA, Finance & Accounting
Harvard Business School
Executive Education - Focused Financial Management: Valuation
Harvard Business School
Executive Education - Focused Financial Management: Corporate Restructuring, Mergers & Acquisitions
PwC February 2011 - Present
OnPoint Strategic Solutions December 2009 - February 2011
GE Capital, GE Commerical Finance June 1989 - January 2009
JP Morgan 1984 - 1989
Price Waterhouse 1981 - 1984
Skills
Corporate Finance, Acquisition Integration, Financial Analysis, Due Diligence, Financial Modeling, Mergers & Acquisitions, Restructuring, Accounting, Mergers, Internal Controls, US GAAP, Business Strategy, Finance, Financial Audits, Management, Private Equity, Process Improvement, Risk Management, Sarbanes-Oxley Act, Strategy, Valuation
Education
University of Wisconsin-Madison 1977 — 1981
BBA, Finance & Accounting
Harvard Business School
Executive Education - Focused Financial Management: Valuation
Harvard Business School
Executive Education - Focused Financial Management: Corporate Restructuring, Mergers & Acquisitions
Get Lee's J.P. Morgan Experience June 1997 - December 1998
Job Consultant at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse July 2013 - Present
Goldman Sachs August 2012 - July 2013
Credit Suisse February 2011 - August 2012
Goldman Sachs February 2002 - February 2011
J. P. Morgan April 2000 - December 2001
Morgan Stanley January 1999 - April 2000
JP Morgan June 1997 - December 1998
Goldman Sachs June 1996 - June 1997
Sociate Generale March 1996 - June 1996
Salomon Inc. February 1995 - February 1996
Skills
C++, Unix, OOP, SQL, Object Oriented Design, TCP/IP, Fixed Income Products, Equities, Settlements, Repo Trading, OTC Derivatives, Settlement, Fixed Income, SDLC, Securities, Trading, Financial Services, Bonds, Financial Risk, Perl, Trading Systems, Finance, Credit Derivatives, Electronic Trading, Sybase, Middle Office, Investment Banking, Interest Rate..., Capital Markets, Derivatives, Prime Brokerage, Low Latency, Swaps, Structured Products, Data Warehousing, Back Office, VBA, Bloomberg, Hedge Funds, Reference Data, Equity Trading, Financial Markets, Asset Management, Emerging Markets, FX Options, Equity Derivatives, Valuation, Market Risk, Enterprise Architecture, Options
Education
Harvard Business School
Executive Education
New York University (Formerly Polytechnic University)
MS
State University of New York at Stony Brook
BE
Credit Suisse July 2013 - Present
Goldman Sachs August 2012 - July 2013
Credit Suisse February 2011 - August 2012
Goldman Sachs February 2002 - February 2011
J. P. Morgan April 2000 - December 2001
Morgan Stanley January 1999 - April 2000
JP Morgan June 1997 - December 1998
Goldman Sachs June 1996 - June 1997
Sociate Generale March 1996 - June 1996
Salomon Inc. February 1995 - February 1996
Skills
C++, Unix, OOP, SQL, Object Oriented Design, TCP/IP, Fixed Income Products, Equities, Settlements, Repo Trading, OTC Derivatives, Settlement, Fixed Income, SDLC, Securities, Trading, Financial Services, Bonds, Financial Risk, Perl, Trading Systems, Finance, Credit Derivatives, Electronic Trading, Sybase, Middle Office, Investment Banking, Interest Rate..., Capital Markets, Derivatives, Prime Brokerage, Low Latency, Swaps, Structured Products, Data Warehousing, Back Office, VBA, Bloomberg, Hedge Funds, Reference Data, Equity Trading, Financial Markets, Asset Management, Emerging Markets, FX Options, Equity Derivatives, Valuation, Market Risk, Enterprise Architecture, Options
Education
Harvard Business School
Executive Education
New York University (Formerly Polytechnic University)
MS
State University of New York at Stony Brook
BE
Phil Guarco's J.P. Morgan Experience March 2014 - Present
Job Global Head Fixed Income Strategy, Private Bank
Industry Banking
Experience
J.P. Morgan March 2014 - Present
JP Morgan April 2008 - Present
Ambac Financial Group, Inc. 2006 - 2008
Moody's January 1997 - March 2006
Moody's Investors Service 1997 - 2006
Citibank 1987 - 1997
Skills
Emerging Markets, Capital Markets, Equities, Portfolio Management, Credit, Latin America, Fixed Income, Risk Management, Hedge Funds, Investments, Asset Managment, Derivatives, Alternative Investments, Investment Banking, Strategy, Asset Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
M.A., International Affairs
Grinnell College 1978 — 1982
B.A., Spanish, Economics
Universidad de Sevilla 1980 — 1981
Filologia
J.P. Morgan March 2014 - Present
JP Morgan April 2008 - Present
Ambac Financial Group, Inc. 2006 - 2008
Moody's January 1997 - March 2006
Moody's Investors Service 1997 - 2006
Citibank 1987 - 1997
Skills
Emerging Markets, Capital Markets, Equities, Portfolio Management, Credit, Latin America, Fixed Income, Risk Management, Hedge Funds, Investments, Asset Managment, Derivatives, Alternative Investments, Investment Banking, Strategy, Asset Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
M.A., International Affairs
Grinnell College 1978 — 1982
B.A., Spanish, Economics
Universidad de Sevilla 1980 — 1981
Filologia
Ann Akichika's J.P. Morgan Experience 1993 - 1996
Job
Industry Investment Management
Experience
Artisan Partners 2006 - Present
Thomas Weisel Partners LLC 2000 - 2006
Hambrecht & Quist 1996 - 2000
JP Morgan 1993 - 1996
Morgan Stanley 1988 - 1990
Skills
Equities, Hedge Funds, Investments, Capital Markets, Private Equity, Asset Management, Valuation, Banking, Finance, Investment Banking, Alternative Investments, Mutual Funds, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
AB
London School of Economics and Political Science
MSc
Artisan Partners 2006 - Present
Thomas Weisel Partners LLC 2000 - 2006
Hambrecht & Quist 1996 - 2000
JP Morgan 1993 - 1996
Morgan Stanley 1988 - 1990
Skills
Equities, Hedge Funds, Investments, Capital Markets, Private Equity, Asset Management, Valuation, Banking, Finance, Investment Banking, Alternative Investments, Mutual Funds, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
AB
London School of Economics and Political Science
MSc
Jonathan Rezneck's J.P. Morgan Experience September 1997 - February 2000
Job \
Industry Investment Banking
Experience
Greenhill & Co. Summer AssociateEureka Growth CapitalMay 2003 - August 2003
Crowley Technologies February 2000 - June 2002
JP Morgan September 1997 - February 2000
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance, Accounting, Entrepreneurial Management
Harvard University 1992 — 1997
AB, Economics, East Asian Studies
Stanford Kyoto Center for Japanese Studies 1995 — 1996
Greenhill & Co. Summer AssociateEureka Growth CapitalMay 2003 - August 2003
Crowley Technologies February 2000 - June 2002
JP Morgan September 1997 - February 2000
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance, Accounting, Entrepreneurial Management
Harvard University 1992 — 1997
AB, Economics, East Asian Studies
Stanford Kyoto Center for Japanese Studies 1995 — 1996
Steve Lundquist's J.P. Morgan Experience 2001 - Present
Job Head of Institutional Advisor Business, JP Morgan Asset Mgmt.
Industry Investment Management
Experience
JPMorgan Chase Managing Director, RIA Channel HeadJP Morgan Asset Mgmt.2008 - Present
JP Morgan 2001 - Present
Fidelity Investments 1996 - 1997
Education
Gustavus Adolphus College 1985 — 1989
Financial Economics
University of St. Thomas - Opus College of Business
MBA, Financial Services
JPMorgan Chase Managing Director, RIA Channel HeadJP Morgan Asset Mgmt.2008 - Present
JP Morgan 2001 - Present
Fidelity Investments 1996 - 1997
Education
Gustavus Adolphus College 1985 — 1989
Financial Economics
University of St. Thomas - Opus College of Business
MBA, Financial Services
Evan Tibbetts's J.P. Morgan Experience January 2011 - October 2013
Job Associate Trader, Lord Abbett
Industry Financial Services
Experience
Lord, Abbett & Co. LLC October 2013 - Present
JP Morgan January 2011 - October 2013
Promontory Financial Group, LLC December 2010 - January 2011
Promontory Financial Group, LLC July 2009 - December 2010
Skills
Financial Modeling, Valuation, Investment Banking
Education
Haverford College 2005 — 2009
BA, Economics
Lord, Abbett & Co. LLC October 2013 - Present
JP Morgan January 2011 - October 2013
Promontory Financial Group, LLC December 2010 - January 2011
Promontory Financial Group, LLC July 2009 - December 2010
Skills
Financial Modeling, Valuation, Investment Banking
Education
Haverford College 2005 — 2009
BA, Economics
Hamilton Hadden's J.P. Morgan Experience 1973 - 2001
Job GIA Partners LLC
Industry Investment Management
Experience
GIA Partners LLC April 2001 - Present
Reich & Tang Asset Management, LLC 2001 - 2009
JP Morgan Investment Management November 1989 - April 2001
JP Morgan 1973 - 2001
Skills
Alternative Investments, Fixed Income
Education
Harvard University 1967 — 1971
BA
Groton School 1963 — 1967
GIA Partners LLC April 2001 - Present
Reich & Tang Asset Management, LLC 2001 - 2009
JP Morgan Investment Management November 1989 - April 2001
JP Morgan 1973 - 2001
Skills
Alternative Investments, Fixed Income
Education
Harvard University 1967 — 1971
BA
Groton School 1963 — 1967
Alan Gearing's J.P. Morgan Experience 1999 - 2001
Job President at Gearing Capital Partners
Industry Real Estate
Experience
Gearing Capital Partners January 2005 - Present
Secured Capital Corp. 2001 - 2005
JP Morgan 1999 - 2001
Archon Group 1998 - 1999
Education
Harvard Business School Executive Education 2007 — 2007
Advanced Management Program
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, Finance & Real Estate Finance
Gearing Capital Partners January 2005 - Present
Secured Capital Corp. 2001 - 2005
JP Morgan 1999 - 2001
Archon Group 1998 - 1999
Education
Harvard Business School Executive Education 2007 — 2007
Advanced Management Program
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, Finance & Real Estate Finance
Scott Aron's J.P. Morgan Experience June 2006 - June 2007
Job Sr. Dealer Operations Manager at Nissan North America
Industry Automotive
Experience
Nissan North America, Inc. July 2014 - Present
Nissan North America June 2009 - June 2014
Nissan North America July 2007 - May 2009
JP Morgan June 2006 - June 2007
Volvo Car Finance North America (Ford Motor Credit Co.) 1999 - 2006
Jim Ellis Atlanta, Inc. January 1990 - February 1997
Geo. W. Aron and Co., Inc. June 1979 - March 1985
Skills
Customer Satisfaction, Automotive, Automobile, Profit, Vehicles, Customer Retention, Sales Operations, Credit, Process Improvement, Forecasting, Cross-functional Team..., Warranty, Team Building, Strategic Planning, Sales Management, Management, Customer Service, Inventory Management, Market Analysis, Six Sigma
Education
Hampden-Sydney College 1975 — 1979
BA, Psychology
Nissan North America, Inc. July 2014 - Present
Nissan North America June 2009 - June 2014
Nissan North America July 2007 - May 2009
JP Morgan June 2006 - June 2007
Volvo Car Finance North America (Ford Motor Credit Co.) 1999 - 2006
Jim Ellis Atlanta, Inc. January 1990 - February 1997
Geo. W. Aron and Co., Inc. June 1979 - March 1985
Skills
Customer Satisfaction, Automotive, Automobile, Profit, Vehicles, Customer Retention, Sales Operations, Credit, Process Improvement, Forecasting, Cross-functional Team..., Warranty, Team Building, Strategic Planning, Sales Management, Management, Customer Service, Inventory Management, Market Analysis, Six Sigma
Education
Hampden-Sydney College 1975 — 1979
BA, Psychology
Johnathan Fletcher, CAMS's J.P. Morgan Experience April 2010 - June 2011
Job US Head of FCC and RC Operations Retail and Commerical Banking AML Transaction Monitoring at HSBC
Industry Financial Services
Experience
HSBC January 2015 - Present
HSBC June 2011 - Present
JPMorgan Chase June 2010 - June 2011
JP Morgan April 2010 - June 2011
JPMorgan Chase June 2007 - June 2011
JPMorgan Chase January 2010 - April 2011
JPMorgan Chase August 2008 - June 2009
JP Morgan Chase 2008 - 2009
JPMorgan Chase June 2007 - August 2008
Air Transport Command 2002 - 2006
Skills
Management, Process Improvement, Account Reconciliation, Financial Risk, Financial Analysis, Banking, Equities, Risk Management, Financial Services, Fixed Income, Investments, Retail Banking, Asset Management, Loans, Finance, Financial Modeling, Securities, Business Analysis, Portfolio Management, Access, Bloomberg, Anti Money Laundering, Compliance, Mutual Funds, Strategic Financial..., Strategic Planning
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Bachelor's of Science, Business Administration
Morgan State University 2002 — 2004
Bachelor's of Science, Business Administration
Goldey-Beacom College
Masters, Business Administration
HSBC January 2015 - Present
HSBC June 2011 - Present
JPMorgan Chase June 2010 - June 2011
JP Morgan April 2010 - June 2011
JPMorgan Chase June 2007 - June 2011
JPMorgan Chase January 2010 - April 2011
JPMorgan Chase August 2008 - June 2009
JP Morgan Chase 2008 - 2009
JPMorgan Chase June 2007 - August 2008
Air Transport Command 2002 - 2006
Skills
Management, Process Improvement, Account Reconciliation, Financial Risk, Financial Analysis, Banking, Equities, Risk Management, Financial Services, Fixed Income, Investments, Retail Banking, Asset Management, Loans, Finance, Financial Modeling, Securities, Business Analysis, Portfolio Management, Access, Bloomberg, Anti Money Laundering, Compliance, Mutual Funds, Strategic Financial..., Strategic Planning
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
Bachelor's of Science, Business Administration
Morgan State University 2002 — 2004
Bachelor's of Science, Business Administration
Goldey-Beacom College
Masters, Business Administration
Donna McKelvey's J.P. Morgan Experience May 2007 - Present
Job Business Analyst at JP Morgan
Industry Banking
Robyn Kruger's J.P. Morgan Experience 1998 - 2006
Job Independent corporate finance adviser
Industry Financial Services
Experience
Independent corporate finance adviser 2009 - Present
EPCOR October 2009 - April 2010
Valard Construction 2009 - September 2009
Macquarie Bank 2006 - 2008
JP Morgan 1998 - 2006
BOE NatWest Securities 1997 - 1998
Skills
Business Analysis, Fundraising, Business Transactions, Corporate Finance, Due Diligence, Business Planning, New Business Development, Valuation, Financial Analysis, Project Management, Investment Banking, Strategy
Education
CMA BC 2011 — 2013
CMA
Henley Management College 1998 — 2002
MBA
University of South Africa/Universiteit van Suid-Afrika
BA, Philosphy, Psychology
Independent corporate finance adviser 2009 - Present
EPCOR October 2009 - April 2010
Valard Construction 2009 - September 2009
Macquarie Bank 2006 - 2008
JP Morgan 1998 - 2006
BOE NatWest Securities 1997 - 1998
Skills
Business Analysis, Fundraising, Business Transactions, Corporate Finance, Due Diligence, Business Planning, New Business Development, Valuation, Financial Analysis, Project Management, Investment Banking, Strategy
Education
CMA BC 2011 — 2013
CMA
Henley Management College 1998 — 2002
MBA
University of South Africa/Universiteit van Suid-Afrika
BA, Philosphy, Psychology
Pablo Zuanic's J.P. Morgan Experience 2000 - 2010
Job Senior Equity Analyst at SIG
Industry Investment Banking
Ilya Minevich's J.P. Morgan Experience July 2006 - June 2009
Job Senior Manager, Business Development at NRG Energy
Industry Renewables & Environment
Experience
NRG Energy July 2015 - Present
NRG Energy February 2014 - Present
Tesla Motors June 2012 - August 2012
Nautilus Solar Energy September 2009 - July 2011
JP Morgan July 2006 - June 2009
Skills
Financial Modeling, Solar, Valuation, Due Diligence, Strategy, Mergers & Acquisitions, Corporate Finance, Business Strategy, Finance, Private Equity, Investment Banking, Analysis
Education
Harvard Business School 2011 — 2013
Masters, Business Administration
The University of Chicago 2002 — 2006
B.A., Economics
NRG Energy July 2015 - Present
NRG Energy February 2014 - Present
Tesla Motors June 2012 - August 2012
Nautilus Solar Energy September 2009 - July 2011
JP Morgan July 2006 - June 2009
Skills
Financial Modeling, Solar, Valuation, Due Diligence, Strategy, Mergers & Acquisitions, Corporate Finance, Business Strategy, Finance, Private Equity, Investment Banking, Analysis
Education
Harvard Business School 2011 — 2013
Masters, Business Administration
The University of Chicago 2002 — 2006
B.A., Economics
Peter Lee's J.P. Morgan Experience 1992 - 2000
Job President & CEO of RapidMiner, Inc.
Industry Computer Software
Experience
RapidMiner, Inc. May 2015 - Present
Attivio November 2014 - Present
Mister Wolf & Associates February 2014 - Present
Advanced Finance & Investment Group April 2013 - Present
Ektron, Part of the new EPiServer May 2014 - December 2014
TIBCO Software August 2009 - January 2014
DataSynapse August 2000 - July 2009
JP Morgan 1992 - 2000
Deloitte August 1988 - November 1989
Skills
SaaS, Enterprise Software, Start-ups, Strategic Partnerships, Cloud Computing, Leadership, Analyst Relations, Business Development, Professional Services, Solution Selling, Entrepreneurship, Sales Enablement, Mergers, Lead Generation, Product Management, Strategy, Business Alliances, Demand Generation, Go-to-market Strategy, Salesforce.com, New Business Development, Mobile Devices, Analytics, E-commerce, Product Marketing, Channel, Business Strategy, Business Intelligence, Big Data, Direct Sales, Executive Management, Software Industry, Venture Capital, CRM, Selling, Mergers & Acquisitions, Business Analysis, Predictive Analytics, Business Intelligence..., Cross-functional Team..., Visionary, Team Leadership
Education
University of Pennsylvania 1990 — 1992
MA, International Affairs
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Entrepreneurial Management
Harvard University 1984 — 1988
AB, Government
RapidMiner, Inc. May 2015 - Present
Attivio November 2014 - Present
Mister Wolf & Associates February 2014 - Present
Advanced Finance & Investment Group April 2013 - Present
Ektron, Part of the new EPiServer May 2014 - December 2014
TIBCO Software August 2009 - January 2014
DataSynapse August 2000 - July 2009
JP Morgan 1992 - 2000
Deloitte August 1988 - November 1989
Skills
SaaS, Enterprise Software, Start-ups, Strategic Partnerships, Cloud Computing, Leadership, Analyst Relations, Business Development, Professional Services, Solution Selling, Entrepreneurship, Sales Enablement, Mergers, Lead Generation, Product Management, Strategy, Business Alliances, Demand Generation, Go-to-market Strategy, Salesforce.com, New Business Development, Mobile Devices, Analytics, E-commerce, Product Marketing, Channel, Business Strategy, Business Intelligence, Big Data, Direct Sales, Executive Management, Software Industry, Venture Capital, CRM, Selling, Mergers & Acquisitions, Business Analysis, Predictive Analytics, Business Intelligence..., Cross-functional Team..., Visionary, Team Leadership
Education
University of Pennsylvania 1990 — 1992
MA, International Affairs
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Entrepreneurial Management
Harvard University 1984 — 1988
AB, Government
Kenneth Parlin's J.P. Morgan Experience 1985 - 1999
Job Private Banker at JPMorgan
Industry Financial Services
Experience
JPMorgan December 2011 - Present
Silver Bay YMCA of the Adirondacks 2010 - Present
Parlin Investments LLC July 2003 - December 2011
BofA Merrill Lynch January 1999 - June 2003
JP Morgan 1985 - 1999
Skills
Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Derivatives, Private Equity, Capital Markets, Financial Modeling, Valuation, Securities, Mergers & Acquisitions, Financial Analysis, Risk Management, Due Diligence, Corporate Finance
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Hamilton College 1977 — 1981
B.A.
JPMorgan December 2011 - Present
Silver Bay YMCA of the Adirondacks 2010 - Present
Parlin Investments LLC July 2003 - December 2011
BofA Merrill Lynch January 1999 - June 2003
JP Morgan 1985 - 1999
Skills
Hedge Funds, Asset Management, Alternative Investments, Fixed Income, Derivatives, Private Equity, Capital Markets, Financial Modeling, Valuation, Securities, Mergers & Acquisitions, Financial Analysis, Risk Management, Due Diligence, Corporate Finance
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Hamilton College 1977 — 1981
B.A.
Raj Keswani's J.P. Morgan Experience 2001 - 2005
Job CoManaging Partner at Dolomite Capital Management
Industry Financial Services
Experience
Dolomite Capital Management - an Ashmore Group Company May 2005 - Present
JP Morgan 2001 - 2005
Chase Manhattan Bank 1994 - 2005
Education
Harvard Business School 1988 — 1990
MBA, Business
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Dolomite Capital Management - an Ashmore Group Company May 2005 - Present
JP Morgan 2001 - 2005
Chase Manhattan Bank 1994 - 2005
Education
Harvard Business School 1988 — 1990
MBA, Business
Rutgers University-New Brunswick 1982 — 1986
BA, Economics
Cecilia Herbert's J.P. Morgan Experience 1973 - 1990
Job Experienced Mutual Fund and nonProfit Trustee with Investment and Governance Expertise
Industry Investment Management
Experience
Blackrock's iShares Exchange Traded Funds (ETFs) 2005 - Present
FORWARD MANAGEMENT, LLC 2009 - Present
WNET New York Public Media 2011 - Present
Catholic Charities CYO 1998 - 2013
JP Morgan 1973 - 1990
Skills
Strategic Planning, Mergers & Acquisitions, Public Speaking, Fundraising, Entrepreneurship, Strategy, Business Strategy, Private Equity
Education
Harvard Business School
1973, finance
Stanford University
BA, Economics and Communications
Blackrock's iShares Exchange Traded Funds (ETFs) 2005 - Present
FORWARD MANAGEMENT, LLC 2009 - Present
WNET New York Public Media 2011 - Present
Catholic Charities CYO 1998 - 2013
JP Morgan 1973 - 1990
Skills
Strategic Planning, Mergers & Acquisitions, Public Speaking, Fundraising, Entrepreneurship, Strategy, Business Strategy, Private Equity
Education
Harvard Business School
1973, finance
Stanford University
BA, Economics and Communications
Nancy London's J.P. Morgan Experience October 1987 - October 1992
Job Director of Strategic Partnerships at New Roads School
Industry Education Management
Experience
New Roads School Director of Strategic PartnershipsNew Roads SchoolJuly 2014 - Present
New Roads School September 2004 - Present
New Roads School June 2008 - July 2014
Nancy R. London, Attorney at Law 2002 - 2006
The Willows Community School 1998 - 2002
JP Morgan October 1987 - October 1992
Skills
Program Development, Public Speaking, Teaching, Non-profits, Community Outreach, Fundraising, Curriculum Design, Editing, Grant Writing, Curriculum Development, Volunteer Management, Event Planning, Educational Leadership, Nonprofits, Tutoring, Higher Education, Classroom, Staff Development, Creative Writing, Adult Education, E-Learning, Teacher Training, Public Relations, Blogging, K-12, Grants, Program Evaluation, Workshop Facilitation, Educational Technology, Admissions, Student Affairs, Event Management, Research, Instructional Design, Instructional Technology, Social Networking, Lesson Planning, Social Media, Coaching, Community Development, Strategic Planning, Media Relations, Leadership Development, Leadership, Strategic Partnerships, Management
Education
Harvard Law School 1979 — 1982
JD
Yale University 1974 — 1978
BA, Architecture
New Roads School Director of Strategic PartnershipsNew Roads SchoolJuly 2014 - Present
New Roads School September 2004 - Present
New Roads School June 2008 - July 2014
Nancy R. London, Attorney at Law 2002 - 2006
The Willows Community School 1998 - 2002
JP Morgan October 1987 - October 1992
Skills
Program Development, Public Speaking, Teaching, Non-profits, Community Outreach, Fundraising, Curriculum Design, Editing, Grant Writing, Curriculum Development, Volunteer Management, Event Planning, Educational Leadership, Nonprofits, Tutoring, Higher Education, Classroom, Staff Development, Creative Writing, Adult Education, E-Learning, Teacher Training, Public Relations, Blogging, K-12, Grants, Program Evaluation, Workshop Facilitation, Educational Technology, Admissions, Student Affairs, Event Management, Research, Instructional Design, Instructional Technology, Social Networking, Lesson Planning, Social Media, Coaching, Community Development, Strategic Planning, Media Relations, Leadership Development, Leadership, Strategic Partnerships, Management
Education
Harvard Law School 1979 — 1982
JD
Yale University 1974 — 1978
BA, Architecture
DJ Harris CFP, CIMA's J.P. Morgan Experience April 2010 - Present
Job Client Advisor, JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan April 2010 - Present
ING Investment Management March 2006 - March 2010
HNFS - Intersecurities April 2004 - February 2006
Ameriprise Financial Services, Inc. March 1997 - April 2004
Education
Harding University 1994 — 1998
JP Morgan April 2010 - Present
ING Investment Management March 2006 - March 2010
HNFS - Intersecurities April 2004 - February 2006
Ameriprise Financial Services, Inc. March 1997 - April 2004
Education
Harding University 1994 — 1998
Ken Montgomery's J.P. Morgan Experience 1986 - 1995
Job retired financial services executive
Industry Financial Services
Experience
Retired Financial Services Executive January 2008 - August 2009
Pentegra Retirement Services March 2003 - March 2006
cigna retirement services 2001 - 2003
Prudential Retirement Services December 1998 - March 2001
Putnam Investments August 1995 - November 1998
Putnam Investments 1995 - 1998
JPMorgan Chase September 1986 - August 1995
Chemical Bank 1987 - 1995
JP Morgan 1986 - 1995
IBM December 1972 - August 1986
Education
Stanford University Graduate School of Business 1984 — 1985
Masters of Science in Management, Business Administration
Haslam College of Business at the University of Tennessee 1968 — 1972
BS-Accounting, Accounting
Retired Financial Services Executive January 2008 - August 2009
Pentegra Retirement Services March 2003 - March 2006
cigna retirement services 2001 - 2003
Prudential Retirement Services December 1998 - March 2001
Putnam Investments August 1995 - November 1998
Putnam Investments 1995 - 1998
JPMorgan Chase September 1986 - August 1995
Chemical Bank 1987 - 1995
JP Morgan 1986 - 1995
IBM December 1972 - August 1986
Education
Stanford University Graduate School of Business 1984 — 1985
Masters of Science in Management, Business Administration
Haslam College of Business at the University of Tennessee 1968 — 1972
BS-Accounting, Accounting
Scott Christopher's J.P. Morgan Experience 1990 - Present
Job JP Morgan
Industry Investment Management
Experience
JP Morgan 1990 - Present
Skills
Valuation, Financial Analysis, Financial Modeling, Portfolio Management
Education
Harvard University, John F. Kennedy School of Government 1981 — 1983
Masters, Public Policy / Finance
JP Morgan 1990 - Present
Skills
Valuation, Financial Analysis, Financial Modeling, Portfolio Management
Education
Harvard University, John F. Kennedy School of Government 1981 — 1983
Masters, Public Policy / Finance
Michael Coleman's J.P. Morgan Experience October 2009 - Present
Job Managing Director, Prime Brokerage Product Development at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2009 - Present
Merrill Lynch April 2002 - May 2010
Lehman Brothers November 2000 - April 2002
Skills
Hedge Funds, Prime Brokerage, Liquidity, Equities
Education
University of Chicago 1983 — 1985
MBA, Finance & Marketing
Harvard University 1977 — 1981
Bachelor's degree
JP Morgan October 2009 - Present
Merrill Lynch April 2002 - May 2010
Lehman Brothers November 2000 - April 2002
Skills
Hedge Funds, Prime Brokerage, Liquidity, Equities
Education
University of Chicago 1983 — 1985
MBA, Finance & Marketing
Harvard University 1977 — 1981
Bachelor's degree
Judith Pearlstein Grand's J.P. Morgan Experience September 1984 - June 1988
Job Computer Software Professional
Industry Computer Software
Experience
Citigroup November 2009 - Present
Sakonnet Technology April 2001 - August 2009
Merrill Lynch June 1988 - December 2000
JP Morgan September 1984 - June 1988
Skills
Derivatives, Risk Management, Oracle, Fixed Income, Trading Systems, Sybase, Trading, Program Management, Portfolio Management, Java, Perl, FX Options
Education
Harvard University 1980 — 1984
BA, Applied Mathematics/Computer Science
Citigroup November 2009 - Present
Sakonnet Technology April 2001 - August 2009
Merrill Lynch June 1988 - December 2000
JP Morgan September 1984 - June 1988
Skills
Derivatives, Risk Management, Oracle, Fixed Income, Trading Systems, Sybase, Trading, Program Management, Portfolio Management, Java, Perl, FX Options
Education
Harvard University 1980 — 1984
BA, Applied Mathematics/Computer Science
John Procak, MBA's J.P. Morgan Experience 2014 - 2015
Job Private Bank representative at JP Morgan
Industry Consumer Services
Experience
JP Morgan 2014 - 2015
Trans Union 2013 - 2014
American General March 2005 - July 2013
Delaware Intercorp September 2003 - January 2005
Fleet Credit Card Services November 2000 - April 2003
Wingspan Bank July 1999 - November 2000
MBNA 1993 - 1999
Skills
Customer Service, Operations Management, Project Management, Purchasing, Vendor Management, Process Improvement, Customer Satisfaction, Marketing, Management
Education
Goldey Beacom College 1985 — 1989
BS in management, Business Administration and Management, General
Sallies, class of 85
Wesley College
Master's degree, Business Administration and Management, General
JP Morgan 2014 - 2015
Trans Union 2013 - 2014
American General March 2005 - July 2013
Delaware Intercorp September 2003 - January 2005
Fleet Credit Card Services November 2000 - April 2003
Wingspan Bank July 1999 - November 2000
MBNA 1993 - 1999
Skills
Customer Service, Operations Management, Project Management, Purchasing, Vendor Management, Process Improvement, Customer Satisfaction, Marketing, Management
Education
Goldey Beacom College 1985 — 1989
BS in management, Business Administration and Management, General
Sallies, class of 85
Wesley College
Master's degree, Business Administration and Management, General
Susan P. Voorhees's J.P. Morgan Experience 1990 - Present
Job Managing Director, J.P. Morgan
Industry Banking
Experience
JP Morgan 1990 - Present
Skills
Investment Banking, Asset Managment, Investments, Structured Finance, Hedge Funds, Capital Markets, Fixed Income, Credit, Finance, Corporate Finance, Private Equity, Equities, Valuation, Financial Modeling, Financial Structuring, Asset Management, Securitization
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1990
MBA, Real Estate and Finance
Washington and Lee University School of Law 1981 — 1984
JD
Hamilton College 1977 — 1981
BA, History and Government
JP Morgan 1990 - Present
Skills
Investment Banking, Asset Managment, Investments, Structured Finance, Hedge Funds, Capital Markets, Fixed Income, Credit, Finance, Corporate Finance, Private Equity, Equities, Valuation, Financial Modeling, Financial Structuring, Asset Management, Securitization
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1990
MBA, Real Estate and Finance
Washington and Lee University School of Law 1981 — 1984
JD
Hamilton College 1977 — 1981
BA, History and Government
Shane Batt's J.P. Morgan Experience January 2014 - Present
Job Associate JP Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2014 - Present
JP Morgan September 2010 - Present
David Lerner October 2009 - October 2009
First National Bank December 2008 - June 2009
Skills
Analysis, Credit, Finance, Financial Analysis, Investments, Banking, Equities, Microsoft Excel, Portfolio Management, Financial Services
Education
Hastings College 2003 — 2007
BACHELOR OF ARTS, BUSINESS ADMINISTRATION
J.P. Morgan January 2014 - Present
JP Morgan September 2010 - Present
David Lerner October 2009 - October 2009
First National Bank December 2008 - June 2009
Skills
Analysis, Credit, Finance, Financial Analysis, Investments, Banking, Equities, Microsoft Excel, Portfolio Management, Financial Services
Education
Hastings College 2003 — 2007
BACHELOR OF ARTS, BUSINESS ADMINISTRATION
Philip F. Bleser's J.P. Morgan Experience April 2015 - Present
Job Global Chairman of Corporate Banking at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2015 - Present
Private Export Funding Corporation 2012 - Present
JPMorgan Chase 2010 - Present
Pace University 2009 - Present
JP Morgan 2003 - 2010
JPMorgan Chase 1984 - 2003
JPMorgan Chase 1979 - 1984
JPMorgan Chase 1974 - 1979
Skills
Asset Based Lending, Corporate Finance, Capital Markets, Investments, Credit Analysis, Credit Risk, Derivatives, Finance, Commercial Banking, Securities, Trade Finance, Private Banking, Treasury, Portfolio Management, Financial Institutions
Education
Pace University - Lubin School of Business
MBA, Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance
Hampden-Sydney College
Liberal Arts and Sciences/Liberal Studies
Pace University
Associate of Arts and Sciences (A.A.S.), Banking and Financial Support Services
J.P. Morgan April 2015 - Present
Private Export Funding Corporation 2012 - Present
JPMorgan Chase 2010 - Present
Pace University 2009 - Present
JP Morgan 2003 - 2010
JPMorgan Chase 1984 - 2003
JPMorgan Chase 1979 - 1984
JPMorgan Chase 1974 - 1979
Skills
Asset Based Lending, Corporate Finance, Capital Markets, Investments, Credit Analysis, Credit Risk, Derivatives, Finance, Commercial Banking, Securities, Trade Finance, Private Banking, Treasury, Portfolio Management, Financial Institutions
Education
Pace University - Lubin School of Business
MBA, Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance
Hampden-Sydney College
Liberal Arts and Sciences/Liberal Studies
Pace University
Associate of Arts and Sciences (A.A.S.), Banking and Financial Support Services
Liam Stokes's J.P. Morgan Experience July 1990 - July 1996
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America June 2011 - Present
Bank of America Merrill Lynch May 2010 - June 2011
Bank of America Merrill Lynch January 2009 - May 2010
The Light Factory 2005 - 2010
Bank of America January 2000 - January 2009
Bank of Boston August 1996 - November 1999
JP Morgan July 1990 - July 1996
Skills
Risk Management, Marketing, Derivatives, Financial Modeling, Structured Finance, Financial Structuring, Securities, Hedge Funds, Banking
Education
Harvard University, John F. Kennedy School of Government 1988 — 1990
MPP, Government
Oberlin College 1980 — 1984
BA, Government
Bank of America June 2011 - Present
Bank of America Merrill Lynch May 2010 - June 2011
Bank of America Merrill Lynch January 2009 - May 2010
The Light Factory 2005 - 2010
Bank of America January 2000 - January 2009
Bank of Boston August 1996 - November 1999
JP Morgan July 1990 - July 1996
Skills
Risk Management, Marketing, Derivatives, Financial Modeling, Structured Finance, Financial Structuring, Securities, Hedge Funds, Banking
Education
Harvard University, John F. Kennedy School of Government 1988 — 1990
MPP, Government
Oberlin College 1980 — 1984
BA, Government
Lauren Roberge's J.P. Morgan Experience June 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Oil & Energy
Experience
Lime Rock Resources June 2013 - July 2015
HitecVision August 2012 - May 2013
Morgan Stanley June 2010 - August 2012
PricewaterhouseCoopers June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Private Equity, Corporate Finance, Investment Banking, Finance, Valuation, Capital Markets, Investments, Strategy, Due Diligence, Financial Modeling, Bloomberg, Fixed Income, Capital IQ, Commodity, Financial Analysis, Bloomberg Terminal, Equities, Portfolio Management, Investment Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2010
BBA, Finance
University of Oklahoma 2006 — 2007
International Business
Trinity Valley School 2002 — 2006
Lime Rock Resources June 2013 - July 2015
HitecVision August 2012 - May 2013
Morgan Stanley June 2010 - August 2012
PricewaterhouseCoopers June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Private Equity, Corporate Finance, Investment Banking, Finance, Valuation, Capital Markets, Investments, Strategy, Due Diligence, Financial Modeling, Bloomberg, Fixed Income, Capital IQ, Commodity, Financial Analysis, Bloomberg Terminal, Equities, Portfolio Management, Investment Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2010
BBA, Finance
University of Oklahoma 2006 — 2007
International Business
Trinity Valley School 2002 — 2006
Nithya Anantharaman's J.P. Morgan Experience 2011 - 2012
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2014 - Present
Mentor Me India January 2013 - May 2014
McKinsey & Company May 2013 - August 2013
J.P. Morgan 2011 - 2012
J.P. Morgan 2010 - 2011
J.P. Morgan 2008 - 2010
JP Morgan June 2007 - August 2007
Skills
Alternative Investments, Investment Banking, Private Equity, Nonprofits, Financial Modeling, Volunteer Management, Corporate Finance, Valuation, Business Development, Due Diligence, Strategy, Management Consulting, Mergers & Acquisitions
Education
Harvard Business School 2012 — 2014
MBA with Distinction
University of Chicago 2004 — 2008
BA, Economics, South Asian Languages and Civilizations
McKinsey & Company July 2014 - Present
Mentor Me India January 2013 - May 2014
McKinsey & Company May 2013 - August 2013
J.P. Morgan 2011 - 2012
J.P. Morgan 2010 - 2011
J.P. Morgan 2008 - 2010
JP Morgan June 2007 - August 2007
Skills
Alternative Investments, Investment Banking, Private Equity, Nonprofits, Financial Modeling, Volunteer Management, Corporate Finance, Valuation, Business Development, Due Diligence, Strategy, Management Consulting, Mergers & Acquisitions
Education
Harvard Business School 2012 — 2014
MBA with Distinction
University of Chicago 2004 — 2008
BA, Economics, South Asian Languages and Civilizations
Martin Klein's J.P. Morgan Experience November 2007 - June 2014
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2014 - Present
JP Morgan November 2007 - June 2014
Morgan Stanley April 2000 - November 2007
Prudential Securities October 1987 - April 2000
US Small Business Administration January 1986 - October 1987
The Vice President of the United States 1985 - 1986
US Small Business Administration May 1984 - December 1985
U.S. House of Representatives August 1979 - May 1984
U.S. House of Representatives April 1975 - August 1979
Education
Hobart and William Smith Colleges 1969 — 1973
BS
RBC Wealth Management June 2014 - Present
JP Morgan November 2007 - June 2014
Morgan Stanley April 2000 - November 2007
Prudential Securities October 1987 - April 2000
US Small Business Administration January 1986 - October 1987
The Vice President of the United States 1985 - 1986
US Small Business Administration May 1984 - December 1985
U.S. House of Representatives August 1979 - May 1984
U.S. House of Representatives April 1975 - August 1979
Education
Hobart and William Smith Colleges 1969 — 1973
BS
Karen Zucker's J.P. Morgan Experience 1996 - 1998
Job Consultant
Industry Investment Banking
Experience
Goldman Sachs 1998 - 2001
JP Morgan 1996 - 1998
Goldman Sachs 1990 - 1993
Education
Harvard Business School 1993 — 1995
MBA
Princeton University 1986 — 1990
AB, Woodrow Wilson School of Public and International Affairs
Goldman Sachs 1998 - 2001
JP Morgan 1996 - 1998
Goldman Sachs 1990 - 1993
Education
Harvard Business School 1993 — 1995
MBA
Princeton University 1986 — 1990
AB, Woodrow Wilson School of Public and International Affairs
Anne (Iverson) Miller's J.P. Morgan Experience 1998 - 2001
Job Executive and Corporate Recruiter at CGI
Industry Human Resources
Experience
CGI August 2013 - Present
JP Morgan 1998 - 2001
Union Bank of Switzerland 1997 - 1998
Merrill Lynch 1995 - 1997
Merrill Lynch 1994 - 1995
Skills
Deferred Compensation, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Onboarding, Internet Recruiting, Talent Management, Human Resources, Recruiting, College Recruiting, HRIS, Screening, Sourcing, Performance Management, Interviews, Employee Relations, Benefits Administration, Management, Strategy, Leadership
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
M.B.A.
Hamilton College 1990 — 1994
B.A.
CGI August 2013 - Present
JP Morgan 1998 - 2001
Union Bank of Switzerland 1997 - 1998
Merrill Lynch 1995 - 1997
Merrill Lynch 1994 - 1995
Skills
Deferred Compensation, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Onboarding, Internet Recruiting, Talent Management, Human Resources, Recruiting, College Recruiting, HRIS, Screening, Sourcing, Performance Management, Interviews, Employee Relations, Benefits Administration, Management, Strategy, Leadership
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
M.B.A.
Hamilton College 1990 — 1994
B.A.
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.