J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Vibhav Bukkapatanam Vibhav Bukkapatanam's J.P. Morgan Experience June 2010 - September 2010
Job Quantitative Trader
Industry Investment Management
Experience
Radix Trading August 2013 - December 2014
Tower Research Capital June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
JP Morgan June 2010 - September 2010
Nomura Securities October 2008 - August 2009
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - August 2007
Education
Stanford University 2009 — 2013
Doctor of Philosophy (Ph.D.), Financial Mathematics
Indian Institute of Technology, Madras 2004 — 2008
B.Tech., Computer Science
National University of Singapore 2007 — 2007
Exchange Student, Computer Science
Radix Trading August 2013 - December 2014
Tower Research Capital June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
JP Morgan June 2010 - September 2010
Nomura Securities October 2008 - August 2009
Lehman Brothers July 2008 - September 2008
Lehman Brothers May 2007 - August 2007
Education
Stanford University 2009 — 2013
Doctor of Philosophy (Ph.D.), Financial Mathematics
Indian Institute of Technology, Madras 2004 — 2008
B.Tech., Computer Science
National University of Singapore 2007 — 2007
Exchange Student, Computer Science
Dan Greller Dan Greller's J.P. Morgan Experience 1993 - 1995
Job Chief Information Officer Artisan Partners
Industry Information Technology and Services
Experience
Artisan Partners February 2014 - Present
Bluesafe Consulting January 2012 - February 2014
Legg Mason August 1997 - January 2012
Ann Taylor Stores 1995 - 1997
JP Morgan 1993 - 1995
CS First Boston 1986 - 1993
CapCities/ABC 1982 - 1986
Education
Hofstra University 1978 — 1982
BBA, Administrative Computer Systems
Teaneck High School 1974 — 1978
Artisan Partners February 2014 - Present
Bluesafe Consulting January 2012 - February 2014
Legg Mason August 1997 - January 2012
Ann Taylor Stores 1995 - 1997
JP Morgan 1993 - 1995
CS First Boston 1986 - 1993
CapCities/ABC 1982 - 1986
Education
Hofstra University 1978 — 1982
BBA, Administrative Computer Systems
Teaneck High School 1974 — 1978
Rick Wojciechowski Rick Wojciechowski's J.P. Morgan Experience 2005 - 2014
Job IT Consultant at Midwest Young Artists
Industry Music
Experience
Midwest Young Artists February 2014 - Present
JP Morgan 2005 - 2014
Chicago Consulting Actuaries 1999 - 2005
CoreComm 1998 - 1999
Ameritech 1995 - 1998
Motorola 1994 - 1995
Symtec Consulting Inc 1992 - 1995
Cimcorp Factory Controls, Inc April 1988 - October 1992
Ingersoll Machine Tools June 1984 - April 1988
Skills
Software Project..., Oracle, SDLC, Business Analysis, Vendor Management, Data Warehousing, Business Process..., Requirements Gathering, C++, IT Strategy, SQL, Requirements Analysis, MySQL, Visual Basic, Microsoft SQL Server, Solaris, PHP, Agile Methodologies, Enterprise Architecture, Software Development, Unix, Risk Management, Financial Services, Windows, Telecommunications..., Manufacturing Automation, Linux, Fortify, OWASP, Oracle SQL Developer, PL/SQL, Mac OS
Education
Illinois Institute of Technology 1992 — 1995
MS, Computer Science
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Math and Computer Science
Midwest Young Artists February 2014 - Present
JP Morgan 2005 - 2014
Chicago Consulting Actuaries 1999 - 2005
CoreComm 1998 - 1999
Ameritech 1995 - 1998
Motorola 1994 - 1995
Symtec Consulting Inc 1992 - 1995
Cimcorp Factory Controls, Inc April 1988 - October 1992
Ingersoll Machine Tools June 1984 - April 1988
Skills
Software Project..., Oracle, SDLC, Business Analysis, Vendor Management, Data Warehousing, Business Process..., Requirements Gathering, C++, IT Strategy, SQL, Requirements Analysis, MySQL, Visual Basic, Microsoft SQL Server, Solaris, PHP, Agile Methodologies, Enterprise Architecture, Software Development, Unix, Risk Management, Financial Services, Windows, Telecommunications..., Manufacturing Automation, Linux, Fortify, OWASP, Oracle SQL Developer, PL/SQL, Mac OS
Education
Illinois Institute of Technology 1992 — 1995
MS, Computer Science
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Math and Computer Science
Linda Moore Linda Moore's J.P. Morgan Experience May 2007 - May 2009
Job Realtor at Keller Williams Realty Arlington
Industry Defense & Space
Experience
Keller Williams Realty - Arlington November 2013 - Present
Gryphon Technologies June 2009 - Present
JP Morgan May 2007 - May 2009
Horseshoe Bay Corp December 2006 - May 2007
Tropicana Resort and Casino February 2002 - July 2006
Team Industrial Services February 1988 - November 1999
Skills
Microsoft Office 2007, Deltek, Costpoint, Human Resources, Management, Software Documentation, Accounts Payable, Analysis, Program Management, Employee Relations, Invoicing, Onboarding, Accounts Receivable, Employee Benefits, Time Management, Sales, Payroll, Applicant Tracking..., Policy, Accounting, Customer Service, Microsoft Office, Negotiation
Education
VARIOUS 2003 — 2010
CE, Real Estate
North Lake College 1999 — 2000
No Degree, Real Estate
Houston Community College 1998 — 1999
No Degree, Real Estate
Keller Williams Realty - Arlington November 2013 - Present
Gryphon Technologies June 2009 - Present
JP Morgan May 2007 - May 2009
Horseshoe Bay Corp December 2006 - May 2007
Tropicana Resort and Casino February 2002 - July 2006
Team Industrial Services February 1988 - November 1999
Skills
Microsoft Office 2007, Deltek, Costpoint, Human Resources, Management, Software Documentation, Accounts Payable, Analysis, Program Management, Employee Relations, Invoicing, Onboarding, Accounts Receivable, Employee Benefits, Time Management, Sales, Payroll, Applicant Tracking..., Policy, Accounting, Customer Service, Microsoft Office, Negotiation
Education
VARIOUS 2003 — 2010
CE, Real Estate
North Lake College 1999 — 2000
No Degree, Real Estate
Houston Community College 1998 — 1999
No Degree, Real Estate
Alex Dixon Alex Dixon's J.P. Morgan Experience 2000 - 2000
Job VP & Assistant General Manager Horseshoe Baltimore
Industry Gambling & Casinos
Experience
Caesars Entertainment Corporation April 2013 - Present
Caesars Entertainment Corporation May 2012 - April 2013
Habitat for Humanity Las Vegas January 2008 - April 2013
Caesars Entertainment, Inc. September 2010 - May 2012
Harrah's Entertainment June 2008 - September 2010
Silver Pacific Advisors September 2006 - May 2008
Goldman Sachs & Co. 2003 - 2006
JP Morgan 2000 - 2000
Skills
Investment Banking, Entrepreneurship, Gaming Industry, Strategic Planning, Operational Efficiency, Non-profits, Restructuring, Business Development
Education
Howard University 1999 — 2003
BBA, Finance
Durango High School 1995 — 1999
High School
Caesars Entertainment Corporation April 2013 - Present
Caesars Entertainment Corporation May 2012 - April 2013
Habitat for Humanity Las Vegas January 2008 - April 2013
Caesars Entertainment, Inc. September 2010 - May 2012
Harrah's Entertainment June 2008 - September 2010
Silver Pacific Advisors September 2006 - May 2008
Goldman Sachs & Co. 2003 - 2006
JP Morgan 2000 - 2000
Skills
Investment Banking, Entrepreneurship, Gaming Industry, Strategic Planning, Operational Efficiency, Non-profits, Restructuring, Business Development
Education
Howard University 1999 — 2003
BBA, Finance
Durango High School 1995 — 1999
High School
Navin Pothan Navin Pothan's J.P. Morgan Experience 2006 - Present
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan 2006 - Present
Franklin Templeton 2005 - 2006
Thomson Reuters 2002 - 2005
Skills
Requirements Analysis, Databases, Accounting, Policy, Executive Management, Planning, Risk Management, Mergers, Microsoft Office, Product Development, Automation, Analytics, Project Management, Banking, Financial Analysis, Team Building, Relationship Management, Corporate Finance, Software Documentation, Strategic Financial..., MIS, Forecasting, Budgets, Change Management, Business Analysis, Equities, Derivatives, SDLC, Financial Modeling, Transition Management, Capital Markets, Financial Services, BPO, Project Planning, System Administration, Data Analysis, Program Management, Team Management, Finance, Business Process..., Management, Vendor Management, Process Improvement, Outsourcing, Strategy, Investment Banking, Portfolio Management, Fixed Income, Analysis
Education
Indian School of Business
Competing on Business Analytics
Symbiosis
PGDBM, Finance & Accounting
St.Josephs College of Commerce 1997 — 2002
Bachelor of Commerce (B.Com.), Financial Accounting
St. Josephs Boys High School
ICSE
International SCRUM Institute
SCRUM Master, Project Management
PMI
Project Management Professional, Project Management
JP Morgan 2006 - Present
Franklin Templeton 2005 - 2006
Thomson Reuters 2002 - 2005
Skills
Requirements Analysis, Databases, Accounting, Policy, Executive Management, Planning, Risk Management, Mergers, Microsoft Office, Product Development, Automation, Analytics, Project Management, Banking, Financial Analysis, Team Building, Relationship Management, Corporate Finance, Software Documentation, Strategic Financial..., MIS, Forecasting, Budgets, Change Management, Business Analysis, Equities, Derivatives, SDLC, Financial Modeling, Transition Management, Capital Markets, Financial Services, BPO, Project Planning, System Administration, Data Analysis, Program Management, Team Management, Finance, Business Process..., Management, Vendor Management, Process Improvement, Outsourcing, Strategy, Investment Banking, Portfolio Management, Fixed Income, Analysis
Education
Indian School of Business
Competing on Business Analytics
Symbiosis
PGDBM, Finance & Accounting
St.Josephs College of Commerce 1997 — 2002
Bachelor of Commerce (B.Com.), Financial Accounting
St. Josephs Boys High School
ICSE
International SCRUM Institute
SCRUM Master, Project Management
PMI
Project Management Professional, Project Management
Matt Quagliara's J.P. Morgan Experience April 1999 - November 2003
Job Director of Investment Communications, USAA Investment Management Company
Industry Financial Services
Experience
USAA June 2013 - Present
USAA September 2011 - June 2013
USAA August 2010 - September 2011
USAA September 2007 - September 2009
USAA February 2007 - September 2007
JP Morgan April 1999 - November 2003
E*Trade August 1998 - April 1999
Skills
Marketing Strategy, CRM, Email Marketing, Direct Mail Campaigns, Investment Management, Written Communication, Modern Portfolio Theory, Analytics, Segmentation, Competitive Analysis, Strategic Planning, Market Research, Market Analysis, Cross-functional Team..., Product Management, Business Strategy, Marketing, Strategy, Program Management, Online Marketing, Portfolio Management, Brand Management, Management, B2B, Risk Management, Investments, Wealth Management, Digital Marketing, Team Leadership, Analysis, Financial Services, Leadership, Business Analysis
Education
Indiana University - Kelley School of Business 2004 — 2006
MBA, Marketing, Brand Management
Indiana University Bloomington 1994 — 1998
B.A., Economics
USAA June 2013 - Present
USAA September 2011 - June 2013
USAA August 2010 - September 2011
USAA September 2007 - September 2009
USAA February 2007 - September 2007
JP Morgan April 1999 - November 2003
E*Trade August 1998 - April 1999
Skills
Marketing Strategy, CRM, Email Marketing, Direct Mail Campaigns, Investment Management, Written Communication, Modern Portfolio Theory, Analytics, Segmentation, Competitive Analysis, Strategic Planning, Market Research, Market Analysis, Cross-functional Team..., Product Management, Business Strategy, Marketing, Strategy, Program Management, Online Marketing, Portfolio Management, Brand Management, Management, B2B, Risk Management, Investments, Wealth Management, Digital Marketing, Team Leadership, Analysis, Financial Services, Leadership, Business Analysis
Education
Indiana University - Kelley School of Business 2004 — 2006
MBA, Marketing, Brand Management
Indiana University Bloomington 1994 — 1998
B.A., Economics
KS Jangbahadur KS Jangbahadur's J.P. Morgan Experience December 2011 - December 2014
Job * Taking time off *
Industry Venture Capital & Private Equity
Experience
JP Morgan December 2011 - December 2014
ICICI Venture 2008 - 2011
J.P. Morgan 2006 - 2008
UBS 2002 - 2006
Credit Suisse 1998 - 2002
J.P. Morgan and ISEC (JP Morgan JV with ICICI) 1994 - 1998
Tata Steel 1991 - 1992
Education
IIM Ahmedabad 1992 — 1994
Master of Business Administration (MBA)
Indian Institute of Technology (Banaras Hindu University), Varanasi 1987 — 1991
Bachelor of Technology (BTech), Mechanical Engineering
JP Morgan December 2011 - December 2014
ICICI Venture 2008 - 2011
J.P. Morgan 2006 - 2008
UBS 2002 - 2006
Credit Suisse 1998 - 2002
J.P. Morgan and ISEC (JP Morgan JV with ICICI) 1994 - 1998
Tata Steel 1991 - 1992
Education
IIM Ahmedabad 1992 — 1994
Master of Business Administration (MBA)
Indian Institute of Technology (Banaras Hindu University), Varanasi 1987 — 1991
Bachelor of Technology (BTech), Mechanical Engineering
Lisa Dragos Lisa Dragos's J.P. Morgan Experience May 2011 - December 2012
Job Certified Public Accountant
Industry Financial Services
Experience
Calegari & Morris October 2014 - Present
Hellman & Friedman August 2013 - October 2014
JP Morgan May 2011 - December 2012
Skills
Private Equity, Valuation, Hedge Funds, Financial Accounting, Asset Management, Equities, Management, Due Diligence, Alternative Investments, Financial Analysis, Financial Modeling
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Calegari & Morris October 2014 - Present
Hellman & Friedman August 2013 - October 2014
JP Morgan May 2011 - December 2012
Skills
Private Equity, Valuation, Hedge Funds, Financial Accounting, Asset Management, Equities, Management, Due Diligence, Alternative Investments, Financial Analysis, Financial Modeling
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Accounting
Steven Fryman Steven Fryman's J.P. Morgan Experience November 2006 - December 2007
Job Client Manager at Nieslen
Industry Financial Services
Experience
Nielsen February 2014 - Present
Wells Fargo Advisors February 2012 - February 2014
UBS Wealth Management July 2011 - February 2012
JPMorgan December 2007 - July 2011
JP Morgan November 2006 - December 2007
Chase July 2005 - November 2006
Chase March 2005 - July 2005
A.G. Edwards May 2004 - March 2005
Education
Northwestern University 2011 — 2012
Pre-Clinical Psychology, Psychology
Illinois State University 2000 — 2004
Finance and Management, Finance and Management
Nielsen February 2014 - Present
Wells Fargo Advisors February 2012 - February 2014
UBS Wealth Management July 2011 - February 2012
JPMorgan December 2007 - July 2011
JP Morgan November 2006 - December 2007
Chase July 2005 - November 2006
Chase March 2005 - July 2005
A.G. Edwards May 2004 - March 2005
Education
Northwestern University 2011 — 2012
Pre-Clinical Psychology, Psychology
Illinois State University 2000 — 2004
Finance and Management, Finance and Management
Peter Landgraff Peter Landgraff's J.P. Morgan Experience 1997 - July 2015
Job CIO, DCI Capital
Industry Executive Office
Experience
DCI Capital July 2015 - Present
JP Morgan 1997 - July 2015
Price Waterhouse 1991 - 1995
Skills
Investments, Wealth Management, Private Equity, Management, Financial Analysis
Education
University of Michigan Business School 1995 — 1997
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1987 — 1991
B.S., Accounting
DCI Capital July 2015 - Present
JP Morgan 1997 - July 2015
Price Waterhouse 1991 - 1995
Skills
Investments, Wealth Management, Private Equity, Management, Financial Analysis
Education
University of Michigan Business School 1995 — 1997
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1987 — 1991
B.S., Accounting
David Ellery David Ellery's J.P. Morgan Experience May 1985 - February 1994
Job Lead Architect Retail Banking Systems
Industry Information Technology and Services
Experience
Fiserv January 2012 - Present
Open Solutions December 2007 - December 2011
Open Solutions May 2007 - November 2007
Fincentric Corp May 1996 - May 2007
JP Morgan May 1985 - February 1994
Morgan Guaranty Trust Company (London) January 1983 - May 1985
Scandanavian Airlines November 1980 - December 1982
Skills
Software Project..., Software Development, IT Management, Banking, PMP, Business Analysis, SDLC, Requirements Gathering, Agile Methodologies, Requirements Analysis, Project Management, Management, Solution Architecture, Agile Project Management, .NET, SQL, Oracle, IT Strategy, Lean Software..., Gap Analysis, Leadership, Integration, Enterprise Software, Professional Services, Vendor Management, Scrum, Business Intelligence, Microsoft SQL Server, Governance, Enterprise Architecture, Project Portfolio..., PMO, SOA, Business Requirements
Education
Imperial College London 1976 — 1979
BSc (Eng), Computing Science
Saints 1967 — 1973
Fiserv January 2012 - Present
Open Solutions December 2007 - December 2011
Open Solutions May 2007 - November 2007
Fincentric Corp May 1996 - May 2007
JP Morgan May 1985 - February 1994
Morgan Guaranty Trust Company (London) January 1983 - May 1985
Scandanavian Airlines November 1980 - December 1982
Skills
Software Project..., Software Development, IT Management, Banking, PMP, Business Analysis, SDLC, Requirements Gathering, Agile Methodologies, Requirements Analysis, Project Management, Management, Solution Architecture, Agile Project Management, .NET, SQL, Oracle, IT Strategy, Lean Software..., Gap Analysis, Leadership, Integration, Enterprise Software, Professional Services, Vendor Management, Scrum, Business Intelligence, Microsoft SQL Server, Governance, Enterprise Architecture, Project Portfolio..., PMO, SOA, Business Requirements
Education
Imperial College London 1976 — 1979
BSc (Eng), Computing Science
Saints 1967 — 1973
Everitt Lang Everitt Lang's J.P. Morgan Experience August 1991 - January 1994
Job Vice President Human Resources Business Partner at Amegy Bank
Industry Hospital & Health Care
Experience
Amegy Bank January 2014 - Present
TIRR Memorial Hermann Healthcare System June 2010 - December 2013
Memorial Hermann Healthcare System June 2009 - June 2010
Amegy Bank November 2007 - May 2009
St. Luke's Episcopal Hospital July 2006 - November 2007
JPMorgan Chase November 2004 - July 2006
JPMorgan Chase February 2000 - November 2004
JPMorgan Chase April 1997 - February 2000
JPMorgan Chase January 1994 - February 1996
JP Morgan August 1991 - January 1994
Skills
Organizational..., Temporary Placement, Finance, Employee Relations, Human Resources, Organizational..., Process Improvement, Succession Planning, Onboarding, Talent Management, Performance Management, Talent Acquisition, Employee Engagement, Applicant Tracking..., HRIS, Strategy, New Hire Orientations, Recruiting, Interviews, Call Centers, Training, Coaching, Sourcing, Technical Recruiting, Workforce Planning, Leadership, Employee Benefits, Leadership Development, PeopleSoft, Management, Deferred Compensation, Change Management, Hiring, College Recruiting, Screening, Career Development, Policy, Performance Appraisal, HR Policies, Benefits Administration, Organizational Design, HR Consulting, Conflict Resolution, Personnel Management, Employee Training, Executive Search, Job Analysis, FMLA, Internet Recruiting, Executive Coaching
Education
Houston Baptist University 2002 — 2006
Master of Arts, Psychology
University of Houston-Clear Lake 1994 — 1996
MBA, Business/Finance
University of Houston 1986 — 1990
Bachelor of Science, Psychology
Amegy Bank January 2014 - Present
TIRR Memorial Hermann Healthcare System June 2010 - December 2013
Memorial Hermann Healthcare System June 2009 - June 2010
Amegy Bank November 2007 - May 2009
St. Luke's Episcopal Hospital July 2006 - November 2007
JPMorgan Chase November 2004 - July 2006
JPMorgan Chase February 2000 - November 2004
JPMorgan Chase April 1997 - February 2000
JPMorgan Chase January 1994 - February 1996
JP Morgan August 1991 - January 1994
Skills
Organizational..., Temporary Placement, Finance, Employee Relations, Human Resources, Organizational..., Process Improvement, Succession Planning, Onboarding, Talent Management, Performance Management, Talent Acquisition, Employee Engagement, Applicant Tracking..., HRIS, Strategy, New Hire Orientations, Recruiting, Interviews, Call Centers, Training, Coaching, Sourcing, Technical Recruiting, Workforce Planning, Leadership, Employee Benefits, Leadership Development, PeopleSoft, Management, Deferred Compensation, Change Management, Hiring, College Recruiting, Screening, Career Development, Policy, Performance Appraisal, HR Policies, Benefits Administration, Organizational Design, HR Consulting, Conflict Resolution, Personnel Management, Employee Training, Executive Search, Job Analysis, FMLA, Internet Recruiting, Executive Coaching
Education
Houston Baptist University 2002 — 2006
Master of Arts, Psychology
University of Houston-Clear Lake 1994 — 1996
MBA, Business/Finance
University of Houston 1986 — 1990
Bachelor of Science, Psychology
Adaugo Nwagba's J.P. Morgan Experience June 2012 - August 2012
Job Student at Howard University
Industry
Experience
J.P Morgan June 2012 - August 2012
Sponsors for Educational Opportunity March 2012 - June 2012
for Nanomaterials Characterization Science & Processing Technology June 2010 - March 2012
Skills
Investment Banking, Matlab, Microsoft Excel
Education
Howard University 2009 — 2013
Bachelor's degree, Chemical Engineering
Howard University
B.Sc, Chemical Engineering
J.P Morgan June 2012 - August 2012
Sponsors for Educational Opportunity March 2012 - June 2012
for Nanomaterials Characterization Science & Processing Technology June 2010 - March 2012
Skills
Investment Banking, Matlab, Microsoft Excel
Education
Howard University 2009 — 2013
Bachelor's degree, Chemical Engineering
Howard University
B.Sc, Chemical Engineering
Arlene Varela Arlene Varela's J.P. Morgan Experience July 1994 - January 1996
Job Admin Assistant, John T. Mather Memorial Hospital
Industry Hospital & Health Care
Experience
John T. Mather Memorial Hospital June 2014 - Present
CA Technologies March 1999 - February 2014
Luce Forward March 1996 - March 1999
JP Morgan July 1994 - January 1996
HLW International LLP January 1993 - July 1994
Skills
Microsoft Excel, Office Administration, Executive..., Salesforce.com, Visio, Project Management, Administrative..., Office Management, Time Management, Administrative..., Customer Service, Leadership, Budgets, Outlook, Program Management, Vendor Management, Administration
Education
Hofstra University 2001 — 2003
Business Administration, Management and Operations
Katherine Gibbs School 1993 — 1994
Administrative/Legal Assistant
Stony Brook University 1991 — 1993
Business Management
Manhattan College 1990 — 1991
Computer Information Systems
Monsignor Scanlan HS 1986 — 1990
John T. Mather Memorial Hospital June 2014 - Present
CA Technologies March 1999 - February 2014
Luce Forward March 1996 - March 1999
JP Morgan July 1994 - January 1996
HLW International LLP January 1993 - July 1994
Skills
Microsoft Excel, Office Administration, Executive..., Salesforce.com, Visio, Project Management, Administrative..., Office Management, Time Management, Administrative..., Customer Service, Leadership, Budgets, Outlook, Program Management, Vendor Management, Administration
Education
Hofstra University 2001 — 2003
Business Administration, Management and Operations
Katherine Gibbs School 1993 — 1994
Administrative/Legal Assistant
Stony Brook University 1991 — 1993
Business Management
Manhattan College 1990 — 1991
Computer Information Systems
Monsignor Scanlan HS 1986 — 1990
Frank Maresca's J.P. Morgan Experience 2008 - 2009
Job Fund Solutions and New Business Development
Industry Financial Services
Experience
American Stock Transfer & Trust Co LLC February 2012 - Present
Ultimus Fund Solutions, LLC March 2009 - February 2012
JP MORGAN CHASE & CO. June 2008 - February 2009
JP Morgan 2008 - 2009
Bear Stearns March 1992 - June 2008
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (subsidiary of Paine Webber Group) June 1988 - March 1992
PricewaterhouseCoopers 1980 - 1984
Skills
Cross-functional Team..., Profit Maximization, Hedge Funds, Equities, Securities, Series 7, Mutual Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Private Equity, Investments, Portfolio Management, Investor Relations, Asset Management, Trading, Investment Advisory, Mergers & Acquisitions, Prime Brokerage, Corporate Actions, Investment Strategies, Investment Banking, Valuation, Investment Management, ETFs, Fund Accounting, Finance, Wealth Management, Financial Services, Fund Of Funds, Fund Administration, Risk Management, Funding, Derivatives, Options, Business Development, Management
Education
Hofstra University 1978 — 1980
BBA, Public Accounting
Hofstra University 1978 — 1980
BBA, Public Accounting
American Stock Transfer & Trust Co LLC February 2012 - Present
Ultimus Fund Solutions, LLC March 2009 - February 2012
JP MORGAN CHASE & CO. June 2008 - February 2009
JP Morgan 2008 - 2009
Bear Stearns March 1992 - June 2008
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (subsidiary of Paine Webber Group) June 1988 - March 1992
PricewaterhouseCoopers 1980 - 1984
Skills
Cross-functional Team..., Profit Maximization, Hedge Funds, Equities, Securities, Series 7, Mutual Funds, Alternative Investments, Capital Markets, Asset Managment, Fixed Income, Private Equity, Investments, Portfolio Management, Investor Relations, Asset Management, Trading, Investment Advisory, Mergers & Acquisitions, Prime Brokerage, Corporate Actions, Investment Strategies, Investment Banking, Valuation, Investment Management, ETFs, Fund Accounting, Finance, Wealth Management, Financial Services, Fund Of Funds, Fund Administration, Risk Management, Funding, Derivatives, Options, Business Development, Management
Education
Hofstra University 1978 — 1980
BBA, Public Accounting
Hofstra University 1978 — 1980
BBA, Public Accounting
Ashley Damjanovich Gott's J.P. Morgan Experience April 2011 - January 2013
Job Treasury Sales
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch November 2013 - Present
Warner Chilcott December 2012 - January 2014
JP Morgan April 2011 - January 2013
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Pharmaceutical Sales, Sales, Sales Management, CRM, Commercial Banking, Relationship Management, Management, Banking, Marketing, Finance
Education
Indiana University Bloomington 2004 — 2008
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch November 2013 - Present
Warner Chilcott December 2012 - January 2014
JP Morgan April 2011 - January 2013
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Pharmaceutical Sales, Sales, Sales Management, CRM, Commercial Banking, Relationship Management, Management, Banking, Marketing, Finance
Education
Indiana University Bloomington 2004 — 2008
Enrique Moreno de Acevedo's J.P. Morgan Experience June 1994 - September 1994
Job Senior Consultant at The World Bank
Industry Financial Services
Experience
The World Bank February 2015 - Present
IADB - Inter American Development bank July 2013 - January 2015
Sociedad Estatal de Participaciones April 1999 - July 2010
Estrategias Corporativas y Financieras September 2002 - January 2010
Midland Asset Management July 1998 - April 1999
Chase Manhattan Bank September 1995 - July 1998
J.P Morgan June 1994 - September 1994
Skills
Corporate Finance, Valuation, Financial Analysis, Capital Markets, Management Consulting, Mergers, Investments, Business Planning, Due Diligence, Restructuring, Banking, Derivatives, Portfolio Management, Spanish, English, Economics, Asset Management, Investment Banking, Project Finance, Equity Research, Financial Modeling, R language, Mergers & Acquisitions, Strategy, PPP projects, Telecommunications..., Analysis, Finance, Private Equity, Venture Capital
Education
The Johns Hopkins University 2010 — 2012
Zanvyl Krieger School of Arts and Sciences, Applied Economics, Master of Science
IESE Business School - University of Navarra 1993 — 1995
MBA, Finance, General
UNIVERSITY OF EXTREMADURA 1985 — 1990
Bachelor's Degree, Law
San Antonio de Padua
The World Bank February 2015 - Present
IADB - Inter American Development bank July 2013 - January 2015
Sociedad Estatal de Participaciones April 1999 - July 2010
Estrategias Corporativas y Financieras September 2002 - January 2010
Midland Asset Management July 1998 - April 1999
Chase Manhattan Bank September 1995 - July 1998
J.P Morgan June 1994 - September 1994
Skills
Corporate Finance, Valuation, Financial Analysis, Capital Markets, Management Consulting, Mergers, Investments, Business Planning, Due Diligence, Restructuring, Banking, Derivatives, Portfolio Management, Spanish, English, Economics, Asset Management, Investment Banking, Project Finance, Equity Research, Financial Modeling, R language, Mergers & Acquisitions, Strategy, PPP projects, Telecommunications..., Analysis, Finance, Private Equity, Venture Capital
Education
The Johns Hopkins University 2010 — 2012
Zanvyl Krieger School of Arts and Sciences, Applied Economics, Master of Science
IESE Business School - University of Navarra 1993 — 1995
MBA, Finance, General
UNIVERSITY OF EXTREMADURA 1985 — 1990
Bachelor's Degree, Law
San Antonio de Padua
Nilesh Meshram Nilesh Meshram's J.P. Morgan Experience January 2014 - Present
Job Trader USD Interest Rate Options and Exotics at JP Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan July 2012 - December 2013
JP Morgan October 2008 - June 2012
J.P. Morgan May 2008 - October 2008
J.P. Morgan April 2007 - June 2007
Skills
Options, Derivatives, Fixed Income, Trading, Rates, Interest Rate Swaps, Interest Rate...
Education
Indian Institute of Management, Ahmedabad 2006 — 2008
MBA
Indian Institute of Technology, Bombay 2002 — 2006
B Tech, Electrical Engineering
J.P. Morgan January 2014 - Present
J.P. Morgan July 2012 - December 2013
JP Morgan October 2008 - June 2012
J.P. Morgan May 2008 - October 2008
J.P. Morgan April 2007 - June 2007
Skills
Options, Derivatives, Fixed Income, Trading, Rates, Interest Rate Swaps, Interest Rate...
Education
Indian Institute of Management, Ahmedabad 2006 — 2008
MBA
Indian Institute of Technology, Bombay 2002 — 2006
B Tech, Electrical Engineering
Hassan Ayinde's J.P. Morgan Experience 2008 - 2009
Job
Industry Management Consulting
Experience
The Parthenon Group 2013 - Present
CapX Partners 2012 - 2012
Credit Suisse 2009 - 2011
JP Morgan 2008 - 2009
JPMorgan 2007 - 2007
Goldman Sachs 2006 - 2006
Microsoft 2005 - 2005
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting, Strategic management
Howard University 2004 — 2008
B.S., Electrical and computer engineering
The Parthenon Group 2013 - Present
CapX Partners 2012 - 2012
Credit Suisse 2009 - 2011
JP Morgan 2008 - 2009
JPMorgan 2007 - 2007
Goldman Sachs 2006 - 2006
Microsoft 2005 - 2005
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting, Strategic management
Howard University 2004 — 2008
B.S., Electrical and computer engineering
Suzanne Morris Suzanne Morris's J.P. Morgan Experience December 1996 - July 1999
Job
Industry Entertainment
Experience
Deluxe Entertainment Services Group February 2012 - January 2015
HBO June 2000 - March 2012
JH Whitney & Co. July 1999 - June 2000
JP Morgan December 1996 - July 1999
Skills
Video Production, Digital Distribution, Television, Digital Media, Entertainment, New Media, Broadcast, Post Production, Cable Programming, Technology Change..., Cable Television, Strategic Planning, Financial Analysis, Management, Commercials, Feature Films, HD Video, Content Strategy, Digital Video, Video, Event Management, Streaming Media, Broadcast Television, Film, Sponsorship, Producing, Social Media, Advertising, Brand Development, Production Managment, VOD, Documentaries, Avid, Media Production, Digital Strategy, Corporate Finance, Strategic Partnerships, Video Editing
Education
University of Pennsylvania Law School 1993 — 1996
Juris Doctor
Howard University 1988 — 1992
BA, Communications
Deluxe Entertainment Services Group February 2012 - January 2015
HBO June 2000 - March 2012
JH Whitney & Co. July 1999 - June 2000
JP Morgan December 1996 - July 1999
Skills
Video Production, Digital Distribution, Television, Digital Media, Entertainment, New Media, Broadcast, Post Production, Cable Programming, Technology Change..., Cable Television, Strategic Planning, Financial Analysis, Management, Commercials, Feature Films, HD Video, Content Strategy, Digital Video, Video, Event Management, Streaming Media, Broadcast Television, Film, Sponsorship, Producing, Social Media, Advertising, Brand Development, Production Managment, VOD, Documentaries, Avid, Media Production, Digital Strategy, Corporate Finance, Strategic Partnerships, Video Editing
Education
University of Pennsylvania Law School 1993 — 1996
Juris Doctor
Howard University 1988 — 1992
BA, Communications
Harish Halikere Harish Halikere's J.P. Morgan Experience 2005 - Present
Job Vice President at JPMC
Industry Financial Services
Experience
JPMC September 2005 - Present
JPMChase 2005 - Present
JP Morgan Chase 2005 - Present
JPMorgan 2005 - Present
JPMorgan Chase 2005 - Present
JPMorgan Chase 2005 - Present
JPMorganChase & Co. 2005 - Present
JPMORGAN CHASE 2005 - Present
JPMC 2005 - Present
JP Morgan 2005 - Present
Skills
SDLC, Unix, Software Project..., Agile Methodologies, Data Warehousing, Oracle, Software Development, Databases, Project Management, SQL, Data Modeling, Enterprise Architecture
Education
Indian Institute of Technology, Bombay 1986 — 1988
M.Tech, Computer Science & Engineering
JPMC September 2005 - Present
JPMChase 2005 - Present
JP Morgan Chase 2005 - Present
JPMorgan 2005 - Present
JPMorgan Chase 2005 - Present
JPMorgan Chase 2005 - Present
JPMorganChase & Co. 2005 - Present
JPMORGAN CHASE 2005 - Present
JPMC 2005 - Present
JP Morgan 2005 - Present
Skills
SDLC, Unix, Software Project..., Agile Methodologies, Data Warehousing, Oracle, Software Development, Databases, Project Management, SQL, Data Modeling, Enterprise Architecture
Education
Indian Institute of Technology, Bombay 1986 — 1988
M.Tech, Computer Science & Engineering
Jeff Rosenberg's J.P. Morgan Experience September 2013 - April 2015
Job Brand Specialist (Home Audio) at Amazon
Industry Retail
Experience
Amazon April 2015 - Present
J.P. Morgan September 2013 - April 2015
J.P. Morgan August 2011 - September 2013
JP Morgan June 2010 - August 2010
Endurance June 2009 - August 2009
The NIA Group LLC May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Business Analysis, Bloomberg, Financial Analysis, Trade Finance, Collateral Management, Securities
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance and Accounting
Amazon April 2015 - Present
J.P. Morgan September 2013 - April 2015
J.P. Morgan August 2011 - September 2013
JP Morgan June 2010 - August 2010
Endurance June 2009 - August 2009
The NIA Group LLC May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Business Analysis, Bloomberg, Financial Analysis, Trade Finance, Collateral Management, Securities
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance and Accounting
Anuj Arora Anuj Arora's J.P. Morgan Experience February 2006 - Present
Job Portfolio Manager
Industry Financial Services
Experience
JP Morgan February 2006 - Present
Mesirow Financial March 2003 - January 2006
Education
Illinois Institute of Technology 2001 — 2003
Masters, Finance
JP Morgan February 2006 - Present
Mesirow Financial March 2003 - January 2006
Education
Illinois Institute of Technology 2001 — 2003
Masters, Finance
Robert Rosenthal's J.P. Morgan Experience July 1984 - April 1994
Job Chief Information Officer at The Solomon R. Guggenheim Foundation
Industry Museums and Institutions
Experience
The Solomon R. Guggenheim Foundation August 2010 - Present
Newsday Media Group April 1994 - August 2010
JP Morgan July 1984 - April 1994
Price Waterhouse September 1980 - December 1982
Skills
CPA, Digital Media, Strategic Planning, Budgets, Content Management, Non-profits, Social Media, Project Management, Management, Social Networking, Research, Program Management, Leadership, E-commerce, Editing, Social Media Marketing, Team Leadership, Public Relations, Marketing Communications, Marketing Strategy, Microsoft Office, Strategy, Online Advertising, Nonprofits
Education
Hofstra University 1983 — 1984
MBA, Business Computer Info. Systems
Hofstra University 1976 — 1980
BBA, Major: Accounting; Minor: Economics
The Solomon R. Guggenheim Foundation August 2010 - Present
Newsday Media Group April 1994 - August 2010
JP Morgan July 1984 - April 1994
Price Waterhouse September 1980 - December 1982
Skills
CPA, Digital Media, Strategic Planning, Budgets, Content Management, Non-profits, Social Media, Project Management, Management, Social Networking, Research, Program Management, Leadership, E-commerce, Editing, Social Media Marketing, Team Leadership, Public Relations, Marketing Communications, Marketing Strategy, Microsoft Office, Strategy, Online Advertising, Nonprofits
Education
Hofstra University 1983 — 1984
MBA, Business Computer Info. Systems
Hofstra University 1976 — 1980
BBA, Major: Accounting; Minor: Economics
Gregory McDermott Gregory McDermott's J.P. Morgan Experience February 1993 - March 2000
Job Sales at Liquidnet
Industry Financial Services
Experience
Liquidnet 2007 - Present
NASDAQ June 2003 - April 2005
Instinet Corporation April 2000 - April 2002
JP Morgan February 1993 - March 2000
Skills
Electronic Trading, Equities, Trading Systems, Equity Trading, Financial Markets, Trading, Hedge Funds, Series 7, Securities
Education
Hofstra University 1998 — 2001
MBA, Banking and Finance
University at Albany, SUNY 1988 — 1992
BS, Economics
Liquidnet 2007 - Present
NASDAQ June 2003 - April 2005
Instinet Corporation April 2000 - April 2002
JP Morgan February 1993 - March 2000
Skills
Electronic Trading, Equities, Trading Systems, Equity Trading, Financial Markets, Trading, Hedge Funds, Series 7, Securities
Education
Hofstra University 1998 — 2001
MBA, Banking and Finance
University at Albany, SUNY 1988 — 1992
BS, Economics
Brian Bookheimer Brian Bookheimer's J.P. Morgan Experience December 2012 - Present
Job Vice President/Business Management & Reporting at J.P. Morgan
Industry Banking
Experience
J.P. Morgan December 2012 - Present
JP Morgan November 2006 - November 2012
JP Morgan July 2004 - October 2006
Bank One August 1998 - June 2004
Bank One January 1997 - July 1998
Bank One October 1991 - December 1996
Bank One January 1989 - September 1991
Bank One June 1987 - December 1988
Skills
Investments, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Financial Reporting, Metrics Reporting, Scorecard Management, Management, Project Management, Strategic Financial..., Vendor Management, Expense Management, Business Profitability, Banking, Technology, Operations Management, Investment Management, Asset Management, Mutual Funds, Securities, Certified Anti-Money..., Compliance, Risk Management, Cash Management, Financial Risk, Asset Allocation, Relationship Management, Financial Planning
Education
Indiana University - Kelley School of Business 1985 — 1987
M.B.A., Finance
The Ohio State University - The Max M. Fisher College of Business 1981 — 1985
B.S., Finance
J.P. Morgan December 2012 - Present
JP Morgan November 2006 - November 2012
JP Morgan July 2004 - October 2006
Bank One August 1998 - June 2004
Bank One January 1997 - July 1998
Bank One October 1991 - December 1996
Bank One January 1989 - September 1991
Bank One June 1987 - December 1988
Skills
Investments, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Financial Reporting, Metrics Reporting, Scorecard Management, Management, Project Management, Strategic Financial..., Vendor Management, Expense Management, Business Profitability, Banking, Technology, Operations Management, Investment Management, Asset Management, Mutual Funds, Securities, Certified Anti-Money..., Compliance, Risk Management, Cash Management, Financial Risk, Asset Allocation, Relationship Management, Financial Planning
Education
Indiana University - Kelley School of Business 1985 — 1987
M.B.A., Finance
The Ohio State University - The Max M. Fisher College of Business 1981 — 1985
B.S., Finance
JoAnne Mayer Gold JoAnne Mayer Gold's J.P. Morgan Experience November 2007 - March 2010
Job Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt April 2010 - Present
JP Morgan November 2007 - March 2010
Hewitt Associates 2005 - 2007
The Segal Company 1999 - 2005
Wellmark 1992 - 1999
Towers Watson 1987 - 1990
Buck Consultants 1986 - 1987
Education
Illinois State University 1982 — 1986
BS, Mathematics
Maine East High School
Aon Hewitt April 2010 - Present
JP Morgan November 2007 - March 2010
Hewitt Associates 2005 - 2007
The Segal Company 1999 - 2005
Wellmark 1992 - 1999
Towers Watson 1987 - 1990
Buck Consultants 1986 - 1987
Education
Illinois State University 1982 — 1986
BS, Mathematics
Maine East High School
Parijat, PMP's J.P. Morgan Experience February 2002 - October 2005
Job Development Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TIAA-CREF October 2005 - June 2014
TIAA-CREF October 2005 - July 2009
JP Morgan Retirement Plan Services September 2002 - October 2005
JP Morgan February 2002 - October 2005
Infosys 2001 - 2005
Skills
SDLC, Business Analysis, Software Project..., IT Strategy, Requirements Analysis, DB2, COBOL, Vendor Management, Visio, Unix, Oracle, Mainframe, JCL, Banking, Financial Services, Business Intelligence, SQL, User Acceptance Testing, PL/SQL, OmniPlus, Disaster Recovery, ITIL, Business Requirements, Data Warehousing, Business Process, Software Development, IT Management, Requirements Gathering, Data Conversion, Systems Analysis, Enterprise Architecture, PMP, SOA, SharePoint, Solution Architecture, Data Modeling, ETL, Agile Methodologies, Agile Project Management, Software Documentation, Databases, TSO, VSAM, MS Project, Project Delivery, Fileaid, Scrum, MVS, Autosys, IT Service Management
Education
Indian School of Mines 1996 — 2000
Bachelor of Engineering (BEng), Mining Machinery Enineering (Mechanical and Electrical Engg)
CMC Ltd 1998 — 2000
Diploma in software Technology, Information Technology
Computer Certification 1997 — 1999
Diploma, Information Technology
DAV Public School
WakeTech
TIAA-CREF July 2014 - Present
TIAA-CREF October 2005 - June 2014
TIAA-CREF October 2005 - July 2009
JP Morgan Retirement Plan Services September 2002 - October 2005
JP Morgan February 2002 - October 2005
Infosys 2001 - 2005
Skills
SDLC, Business Analysis, Software Project..., IT Strategy, Requirements Analysis, DB2, COBOL, Vendor Management, Visio, Unix, Oracle, Mainframe, JCL, Banking, Financial Services, Business Intelligence, SQL, User Acceptance Testing, PL/SQL, OmniPlus, Disaster Recovery, ITIL, Business Requirements, Data Warehousing, Business Process, Software Development, IT Management, Requirements Gathering, Data Conversion, Systems Analysis, Enterprise Architecture, PMP, SOA, SharePoint, Solution Architecture, Data Modeling, ETL, Agile Methodologies, Agile Project Management, Software Documentation, Databases, TSO, VSAM, MS Project, Project Delivery, Fileaid, Scrum, MVS, Autosys, IT Service Management
Education
Indian School of Mines 1996 — 2000
Bachelor of Engineering (BEng), Mining Machinery Enineering (Mechanical and Electrical Engg)
CMC Ltd 1998 — 2000
Diploma in software Technology, Information Technology
Computer Certification 1997 — 1999
Diploma, Information Technology
DAV Public School
WakeTech
Donald J. Moore Donald J. Moore's J.P. Morgan Experience October 1992 - June 2009
Job Trust OfficerInvestments at Glenview State Bank
Industry Financial Services
Experience
Glenview State Bank February 2015 - Present
Northwestern Mutual June 2014 - October 2014
Westwood Advisors LLC March 2010 - December 2013
JP Morgan October 1992 - June 2009
First Chicago 1992 - 1996
Mellon Bank/ACNA May 1989 - October 1992
USMC June 1981 - June 1985
Skills
Valuation, Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Investments, Asset Managment, Investment Management, Hedge Funds, Mutual Funds, Fixed Income, Asset Management, Finance, Equities, Investment Banking, Insurance, Investment Advisory, Loans, Securities
Education
Illinois Institute of Technology 1994 — 1996
MBA, Finance
Southern Illinois University, Carbondale 1985 — 1989
BS, Finance /Economics
Glenview State Bank February 2015 - Present
Northwestern Mutual June 2014 - October 2014
Westwood Advisors LLC March 2010 - December 2013
JP Morgan October 1992 - June 2009
First Chicago 1992 - 1996
Mellon Bank/ACNA May 1989 - October 1992
USMC June 1981 - June 1985
Skills
Valuation, Portfolio Management, Asset Allocation, Wealth Management, Alternative Investments, Investments, Asset Managment, Investment Management, Hedge Funds, Mutual Funds, Fixed Income, Asset Management, Finance, Equities, Investment Banking, Insurance, Investment Advisory, Loans, Securities
Education
Illinois Institute of Technology 1994 — 1996
MBA, Finance
Southern Illinois University, Carbondale 1985 — 1989
BS, Finance /Economics
Charles Bonomo Charles Bonomo's J.P. Morgan Experience 1989 - 1996
Job Senior Vice President and CIO at MSC Industrial Direct
Industry Information Technology and Services
Experience
MSC Industrial Supply July 2007 - Present
Arrow Electronics 1999 - 2007
Mount Sinai Medical Center 1996 - 1999
NYU Medical Center 1996 - 1999
JP Morgan 1989 - 1996
Grumman 1987 - 1989
Dreyfus April 1987 - December 1987
King Kullen 1980 - May 1987
Skills
E-commerce, Software Development, Supply Chain, Asset Managment, Distributed Systems, Enterprise Architecture, IT Management, Disaster Recovery, Vendor Management, ERP, Integration, Business Intelligence, IT Strategy, Data Center, SDLC, Program Management, Asset Management, Strategy, Team Building, CRM, Management, Project Management, Consulting, Enterprise Software, Strategic Planning, Forecasting, Cross-functional Team..., Leadership, Process Improvement, Business Process..., Start-ups, Security, Information Technology, Solution Selling, IT Service Management
Education
Hofstra University 1987 — 1990
MS
Hofstra University 1983 — 1987
BS
Hofstra University 1983 — 1987
BS
West Islip High School 1979 — 1983
MSC Industrial Supply July 2007 - Present
Arrow Electronics 1999 - 2007
Mount Sinai Medical Center 1996 - 1999
NYU Medical Center 1996 - 1999
JP Morgan 1989 - 1996
Grumman 1987 - 1989
Dreyfus April 1987 - December 1987
King Kullen 1980 - May 1987
Skills
E-commerce, Software Development, Supply Chain, Asset Managment, Distributed Systems, Enterprise Architecture, IT Management, Disaster Recovery, Vendor Management, ERP, Integration, Business Intelligence, IT Strategy, Data Center, SDLC, Program Management, Asset Management, Strategy, Team Building, CRM, Management, Project Management, Consulting, Enterprise Software, Strategic Planning, Forecasting, Cross-functional Team..., Leadership, Process Improvement, Business Process..., Start-ups, Security, Information Technology, Solution Selling, IT Service Management
Education
Hofstra University 1987 — 1990
MS
Hofstra University 1983 — 1987
BS
Hofstra University 1983 — 1987
BS
West Islip High School 1979 — 1983
Chris Tzankov Chris Tzankov's J.P. Morgan Experience July 2000 - July 2001
Job Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal March 2014 - Present
Houlihan Lokey July 2010 - February 2014
Red Pine Advisors April 2008 - June 2010
Cohen & Company May 2002 - May 2007
JP Morgan July 2000 - July 2001
BLOOMBERG, LP June 1997 - June 2000
Skills
Valuation, Investment Banking, Equities, Portfolio Management, Investments, Bloomberg, Securities, Equity Research, Finance, Structured Products, Banking, Series 7
Education
Wabash College 1993 — 1997
B.A., Economics / German
Humboldt University of Berlin 1995 — 1996
Semester Abroad, Economics, Literature, History
Alvarez & Marsal March 2014 - Present
Houlihan Lokey July 2010 - February 2014
Red Pine Advisors April 2008 - June 2010
Cohen & Company May 2002 - May 2007
JP Morgan July 2000 - July 2001
BLOOMBERG, LP June 1997 - June 2000
Skills
Valuation, Investment Banking, Equities, Portfolio Management, Investments, Bloomberg, Securities, Equity Research, Finance, Structured Products, Banking, Series 7
Education
Wabash College 1993 — 1997
B.A., Economics / German
Humboldt University of Berlin 1995 — 1996
Semester Abroad, Economics, Literature, History
Anthony Verriello's J.P. Morgan Experience 1990 - 1996
Job Director at Citi
Industry Information Services
Experience
Citi August 2012 - Present
MF Global January 2011 - February 2012
NYSE Euronext 2009 - January 2011
Liquidnet July 2008 - January 2009
American Stock Exchange January 2006 - July 2008
NYFIX April 2000 - January 2006
Salomon Smith Barney 1996 - April 2000
JP Morgan 1990 - 1996
Skills
High Performance..., Financial Markets, Software Development, Capital Markets, Vendor Management, Global Sourcing, FIX, Electronic Trading, Trading Systems, Equities, International Equities, Equity Derivatives, Derivatives, Smart Order Routing, Algorithms, Quality Assurance, SDLC, Agile, Scrum, Linux, Unix, Budgeting, Team Building, Team Management, Cross-functional Team..., Offshore Software..., Market Data, Options, Connectivity, ETFs, Order Management, Equity Trading, Business Analysis, Low Latency, SQL, Exchange Connectivity, Technical Analysis, Product Management, Securities, Java, Business Requirements, Requirements Analysis, IT Management, Distributed Systems, Enterprise Architecture, Integration, IT Strategy, C++, Program Management, Fixed Income
Education
Hofstra University 1992 — 1996
Masters, Computer Science
Hofstra University 1986 — 1990
Bachelor, Computer Science
Citi August 2012 - Present
MF Global January 2011 - February 2012
NYSE Euronext 2009 - January 2011
Liquidnet July 2008 - January 2009
American Stock Exchange January 2006 - July 2008
NYFIX April 2000 - January 2006
Salomon Smith Barney 1996 - April 2000
JP Morgan 1990 - 1996
Skills
High Performance..., Financial Markets, Software Development, Capital Markets, Vendor Management, Global Sourcing, FIX, Electronic Trading, Trading Systems, Equities, International Equities, Equity Derivatives, Derivatives, Smart Order Routing, Algorithms, Quality Assurance, SDLC, Agile, Scrum, Linux, Unix, Budgeting, Team Building, Team Management, Cross-functional Team..., Offshore Software..., Market Data, Options, Connectivity, ETFs, Order Management, Equity Trading, Business Analysis, Low Latency, SQL, Exchange Connectivity, Technical Analysis, Product Management, Securities, Java, Business Requirements, Requirements Analysis, IT Management, Distributed Systems, Enterprise Architecture, Integration, IT Strategy, C++, Program Management, Fixed Income
Education
Hofstra University 1992 — 1996
Masters, Computer Science
Hofstra University 1986 — 1990
Bachelor, Computer Science
Mahmood Hanif's J.P. Morgan Experience October 1994 - June 2000
Job Managing Director at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. December 2014 - Present
Bank of America April 2002 - December 2014
Numerix LLC January 2002 - April 2002
Cygnifi LLC June 2000 - December 2001
JP Morgan October 1994 - June 2000
Arab International Trust September 1992 - October 1994
Madge Networks September 1991 - September 1992
Skills
Derivatives, Software Development, Python, Credit Risk, OOP, Trading Systems, C++, CVA, Smalltalk
Education
Imperial College London 1987 — 1991
MEng, Electrical & Electronic Engineering
National University of Ireland, Galway 1986 — 1987
Electrical & Electronic Engineering
JPMorgan Chase & Co. December 2014 - Present
Bank of America April 2002 - December 2014
Numerix LLC January 2002 - April 2002
Cygnifi LLC June 2000 - December 2001
JP Morgan October 1994 - June 2000
Arab International Trust September 1992 - October 1994
Madge Networks September 1991 - September 1992
Skills
Derivatives, Software Development, Python, Credit Risk, OOP, Trading Systems, C++, CVA, Smalltalk
Education
Imperial College London 1987 — 1991
MEng, Electrical & Electronic Engineering
National University of Ireland, Galway 1986 — 1987
Electrical & Electronic Engineering
Caio Balderrama Piedade's J.P. Morgan Experience July 2001 - June 2002
Job Finance Director Mexico, Canada & Caribbean Western Union
Industry Banking
Experience
Western Union June 2009 - Present
Visa November 2005 - June 2009
Natura June 2004 - November 2005
Banco ItauBBA June 2002 - May 2004
JP Morgan July 2001 - June 2002
Arthur Andersen 2000 - 2001
Skills
Strategic Planning, Forecasting, Management, SAP, Financial Analysis, Corporate Finance, Finance, Mergers, Budgets, Banking, Financial Modeling, Strategic Financial..., Business Strategy
Education
Ibmec 2004 — 2006
Post-Graduation, Finance
Pontifícia Universidade Católica de São Paulo 1998 — 2002
Bachelor, Business Administration
Ibmec
MBA, Executive MBA
Western Union June 2009 - Present
Visa November 2005 - June 2009
Natura June 2004 - November 2005
Banco ItauBBA June 2002 - May 2004
JP Morgan July 2001 - June 2002
Arthur Andersen 2000 - 2001
Skills
Strategic Planning, Forecasting, Management, SAP, Financial Analysis, Corporate Finance, Finance, Mergers, Budgets, Banking, Financial Modeling, Strategic Financial..., Business Strategy
Education
Ibmec 2004 — 2006
Post-Graduation, Finance
Pontifícia Universidade Católica de São Paulo 1998 — 2002
Bachelor, Business Administration
Ibmec
MBA, Executive MBA
Anthony Hauser's J.P. Morgan Experience July 2007 - July 2009
Job OmniTrail Technologies, Inc.
Industry Telecommunications
Experience
OmniTrail Technologies, Inc. April 2015 - Present
MSouth Equity Partners January 2015 - April 2015
MSouth Equity Partners January 2013 - December 2014
MSouth Equity Partners July 2011 - December 2012
Genstar Capital August 2009 - July 2011
JP Morgan July 2007 - July 2009
U.S. Army National Guard June 2001 - May 2007
Skills
Valuation, Private Equity, LBO, Financial Modeling, Financial Analysis, Investment Banking, Due Diligence, Venture Capital, Corporate Finance, Corporate Development, Mergers & Acquisitions, M&A experience, Equity Research, Capital Markets
Education
Indiana University - Kelley School of Business 2003 — 2007
Business, Finance and Accounting
OmniTrail Technologies, Inc. April 2015 - Present
MSouth Equity Partners January 2015 - April 2015
MSouth Equity Partners January 2013 - December 2014
MSouth Equity Partners July 2011 - December 2012
Genstar Capital August 2009 - July 2011
JP Morgan July 2007 - July 2009
U.S. Army National Guard June 2001 - May 2007
Skills
Valuation, Private Equity, LBO, Financial Modeling, Financial Analysis, Investment Banking, Due Diligence, Venture Capital, Corporate Finance, Corporate Development, Mergers & Acquisitions, M&A experience, Equity Research, Capital Markets
Education
Indiana University - Kelley School of Business 2003 — 2007
Business, Finance and Accounting
Peter D'Agostino Peter D'Agostino's J.P. Morgan Experience July 2011 - December 2013
Job Account Executive at Yelp
Industry Internet
Experience
Yelp March 2014 - Present
JP Morgan July 2011 - December 2013
BlackRock June 2010 - August 2010
Skype February 2010 - April 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Bloomberg, Investments, Alternative Investments, Mutual Funds, Microsoft Excel, PowerPoint, Salesforce.com, ETFs, Social Media, Squash, Advertising Sales, Sales, Bloomberg Terminal, Microsoft Word, Social Media Marketing, Research, Social Networking, Marketing
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Political Science, International Relations, Economics
Pomfret School 2003 — 2007
Yelp March 2014 - Present
JP Morgan July 2011 - December 2013
BlackRock June 2010 - August 2010
Skype February 2010 - April 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Bloomberg, Investments, Alternative Investments, Mutual Funds, Microsoft Excel, PowerPoint, Salesforce.com, ETFs, Social Media, Squash, Advertising Sales, Sales, Bloomberg Terminal, Microsoft Word, Social Media Marketing, Research, Social Networking, Marketing
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Political Science, International Relations, Economics
Pomfret School 2003 — 2007
Ron Pope Ron Pope's J.P. Morgan Experience 1994 - 2004
Job Owner, Express Employment Professionals, Stamford CT
Industry Staffing and Recruiting
Experience
Express Employment Professionals May 2011 - Present
Basso Capital 2006 - June 2009
Amaranth 2003 - 2006
JP Morgan 1994 - 2004
Skills
Alternative Investments, Applicant Tracking..., Asset Management, Asset Managment, Back Office, Bonds, Business Development, Capital Markets, Contract Recruitment, Derivatives, Due Diligence, Equities, Executive Search, Finance, Financial Services, Fixed Income, Hedge Funds, Investments, Leadership, New Business Development, Options, Permanent Placement, Recruiting, Risk Management, Staffing Services, Talent Acquisition, Talent Management, Technical Recruiting, Temporary Placement, Temporary Staffing, Time Management, Trading, Trading Systems, Valuation
Education
Hofstra University 1985 — 1990
Express Employment Professionals May 2011 - Present
Basso Capital 2006 - June 2009
Amaranth 2003 - 2006
JP Morgan 1994 - 2004
Skills
Alternative Investments, Applicant Tracking..., Asset Management, Asset Managment, Back Office, Bonds, Business Development, Capital Markets, Contract Recruitment, Derivatives, Due Diligence, Equities, Executive Search, Finance, Financial Services, Fixed Income, Hedge Funds, Investments, Leadership, New Business Development, Options, Permanent Placement, Recruiting, Risk Management, Staffing Services, Talent Acquisition, Talent Management, Technical Recruiting, Temporary Placement, Temporary Staffing, Time Management, Trading, Trading Systems, Valuation
Education
Hofstra University 1985 — 1990
Piyush Singhi Piyush Singhi's J.P. Morgan Experience April 2008 - May 2008
Job at Indus Valley Partners
Industry Financial Services
Experience
Indus Valley Partners October 2009 - Present
ICICI Bank June 2009 - October 2009
JP Morgan April 2008 - May 2008
CA (formerly Computer Associates, Inc.) January 2007 - June 2007
Infosys Technologies Ltd October 2005 - January 2007
Skills
Business Analysis
Education
Indian Institute of Management, Calcutta 2007 — 2009
PGDM, Finance
Visvesvaraya Technological University 2001 — 2005
BE, Electronics & Communication
Indus Valley Partners October 2009 - Present
ICICI Bank June 2009 - October 2009
JP Morgan April 2008 - May 2008
CA (formerly Computer Associates, Inc.) January 2007 - June 2007
Infosys Technologies Ltd October 2005 - January 2007
Skills
Business Analysis
Education
Indian Institute of Management, Calcutta 2007 — 2009
PGDM, Finance
Visvesvaraya Technological University 2001 — 2005
BE, Electronics & Communication
Bruce James Bruce James's J.P. Morgan Experience 1993 - 2007
Job COO Managing Director Amherst Pierpont Securities LLC
Industry Financial Services
Experience
Amherst Pierpont Securities LLC August 2009 - Present
SEI March 2008 - June 2009
INsurance - Aircraft 2004 - 2008
JP Morgan 1993 - 2007
JPMC 1993 - 2007
JPM Securities Inc 1993 - 2007
JPMorgan 1993 - 2007
JPMorgan Chase 1993 - 2007
JP Morgan Chase 1993 - 2007
Nomura Securities International May 1987 - August 1993
Education
Pace University 1983 — 1984
MBA Candidate, Finance
Hofstra University 1977 — 1980
bba, accounting
Amherst Pierpont Securities LLC August 2009 - Present
SEI March 2008 - June 2009
INsurance - Aircraft 2004 - 2008
JP Morgan 1993 - 2007
JPMC 1993 - 2007
JPM Securities Inc 1993 - 2007
JPMorgan 1993 - 2007
JPMorgan Chase 1993 - 2007
JP Morgan Chase 1993 - 2007
Nomura Securities International May 1987 - August 1993
Education
Pace University 1983 — 1984
MBA Candidate, Finance
Hofstra University 1977 — 1980
bba, accounting
Keely Thomas's J.P. Morgan Experience December 2004 - September 2006
Job Sr Staff Auditor_Information Technology, Risk
Industry Information Technology and Services
Experience
Crowe Horwath LLP September 2006 - January 2009
JP Morgan December 2004 - September 2006
Bank One December 2002 - December 2004
CheckFree February 2001 - November 2002
Bank One September 2000 - February 2001
Bank One March 1998 - September 2000
Education
Indiana State University 1981 — 1986
Crowe Horwath LLP September 2006 - January 2009
JP Morgan December 2004 - September 2006
Bank One December 2002 - December 2004
CheckFree February 2001 - November 2002
Bank One September 2000 - February 2001
Bank One March 1998 - September 2000
Education
Indiana State University 1981 — 1986
Troy Bofinger Troy Bofinger's J.P. Morgan Experience June 2005 - November 2008
Job Harbor Capital Advisors
Industry Information Technology and Services
Experience
Harbor Capital Advisors, Inc. September 2015 - Present
Harbor Capital Advisors 2011 - September 2015
Harbor Capit December 2008 - September 2011
Harbor Capital Advisors December 2008 - December 2010
JP Morgan June 2005 - November 2008
ABN AMRO April 2004 - June 2005
Bank One March 2002 - June 2004
Skills
Windows 7, SCCM, Technical Support, Group Policy, ITIL, Active Directory, SCSM, Workstation..., MCITP, Customer Service, System Deployment, MDT, Troubleshooting, VMware Workstation, Windows Server, Disaster Recovery, VMware, System Administration, Operating Systems
Education
Illinois State University 1997 — 2000
Bachelor of Science (BS), Telecommunications Management
Lincoln College 1995 — 1998
Associate of Arts (A.A.)
Harbor Capital Advisors, Inc. September 2015 - Present
Harbor Capital Advisors 2011 - September 2015
Harbor Capit December 2008 - September 2011
Harbor Capital Advisors December 2008 - December 2010
JP Morgan June 2005 - November 2008
ABN AMRO April 2004 - June 2005
Bank One March 2002 - June 2004
Skills
Windows 7, SCCM, Technical Support, Group Policy, ITIL, Active Directory, SCSM, Workstation..., MCITP, Customer Service, System Deployment, MDT, Troubleshooting, VMware Workstation, Windows Server, Disaster Recovery, VMware, System Administration, Operating Systems
Education
Illinois State University 1997 — 2000
Bachelor of Science (BS), Telecommunications Management
Lincoln College 1995 — 1998
Associate of Arts (A.A.)
Tim Tagge Tim Tagge's J.P. Morgan Experience June 2005 - June 2007
Job Development Manager at BidClerk
Industry Computer Software
Experience
BidClerk August 2010 - Present
Camerata Properties 2003 - Present
HomeFinder.com June 2007 - July 2010
JP Morgan June 2005 - June 2007
Weave Technology 2003 - 2006
JP Morgan October 1998 - June 2005
JP Morgan February 1999 - February 2002
Skills
SOA, Java Enterprise Edition, Spring, Java, Web Services, Tomcat, JSON, SDLC, Subversion, Eclipse, Architecture, JSP, Agile Methodologies, Agile Project Management, SQL, XML, Software Design, Application Architecture, Team Leadership, Business Process, HTML, JMS, jQuery, Design Patterns, Software Development, JavaScript, Oracle, Databases, Hibernate, Requirements Gathering, Software Project..., DB2, Architectures, Project Management, Enterprise Architecture, Management, IT Strategy
Education
Illinois Wesleyan University 1994 — 1997
BS, Business Administration, Physics
DePaul University
BidClerk August 2010 - Present
Camerata Properties 2003 - Present
HomeFinder.com June 2007 - July 2010
JP Morgan June 2005 - June 2007
Weave Technology 2003 - 2006
JP Morgan October 1998 - June 2005
JP Morgan February 1999 - February 2002
Skills
SOA, Java Enterprise Edition, Spring, Java, Web Services, Tomcat, JSON, SDLC, Subversion, Eclipse, Architecture, JSP, Agile Methodologies, Agile Project Management, SQL, XML, Software Design, Application Architecture, Team Leadership, Business Process, HTML, JMS, jQuery, Design Patterns, Software Development, JavaScript, Oracle, Databases, Hibernate, Requirements Gathering, Software Project..., DB2, Architectures, Project Management, Enterprise Architecture, Management, IT Strategy
Education
Illinois Wesleyan University 1994 — 1997
BS, Business Administration, Physics
DePaul University
Srinivas KC's J.P. Morgan Experience 2008 - 2008
Job Mobile Specialist
Industry Marketing and Advertising
Experience
InMobi February 2015 - Present
InMobi July 2013 - Present
InMobi October 2011 - Present
Capillary Technologies June 2012 - June 2013
Frost & Sullivan June 2009 - October 2011
JP Morgan 2008 - 2008
Skills
Business Planning, Strategy, Mobile Communications, Digital Marketing, Customer Engagement, Quantitative Analytics, Business Development, Key Account Management, Business Analysis, Product Management, Competitive Analysis, Lead Generation, SaaS, Analysis, Mobile Devices, Cloud Computing, Telecommunications, Analytics, CRM, Start-ups, Business Strategy, Strategic Partnerships, Market Research, Consulting, Team Management, Management Consulting, Strategic Planning
Education
Indian Institute of Management, Ahmedabad
MBA, Business Administration and Management, General
Indian Institute of Technology, Kharagpur
B.Tech (Hons.), Mechanical Engineering
KV Malleshwaram
InMobi February 2015 - Present
InMobi July 2013 - Present
InMobi October 2011 - Present
Capillary Technologies June 2012 - June 2013
Frost & Sullivan June 2009 - October 2011
JP Morgan 2008 - 2008
Skills
Business Planning, Strategy, Mobile Communications, Digital Marketing, Customer Engagement, Quantitative Analytics, Business Development, Key Account Management, Business Analysis, Product Management, Competitive Analysis, Lead Generation, SaaS, Analysis, Mobile Devices, Cloud Computing, Telecommunications, Analytics, CRM, Start-ups, Business Strategy, Strategic Partnerships, Market Research, Consulting, Team Management, Management Consulting, Strategic Planning
Education
Indian Institute of Management, Ahmedabad
MBA, Business Administration and Management, General
Indian Institute of Technology, Kharagpur
B.Tech (Hons.), Mechanical Engineering
KV Malleshwaram
Phebe Vayanos's J.P. Morgan Experience September 2007 - January 2008
Job Assistant Professor at University of Southern California
Industry Information Technology and Services
Experience
University of Southern California July 2015 - Present
MIT Sloan School of Management July 2014 - July 2015
MIT Sloan School of Management June 2013 - July 2015
MIT June 2012 - May 2013
BNP Paribas January 2008 - May 2009
JP Morgan September 2007 - January 2008
Imperial College London June 2005 - October 2006
JP Morgan July 2006 - September 2006
BT October 2005 - July 2006
Skills
Mathematical Modeling, Matlab, C++, Data Mining, Fixed Income, Machine Learning, Statistics, Data Analysis, R, LaTeX, Simulations, Algorithms, Monte Carlo Simulation, Signal Processing, Applied Mathematics, Statistical Modeling, Numerical Analysis, Optimization, Operations Research, Time Series Analysis, Quantitative Analytics, Analysis
Education
Imperial College London 2008 — 2011
PhD, Operations Research
Imperial College London 2002 — 2007
MEng, Electrical & Electronic Engineering
University of Southern California July 2015 - Present
MIT Sloan School of Management July 2014 - July 2015
MIT Sloan School of Management June 2013 - July 2015
MIT June 2012 - May 2013
BNP Paribas January 2008 - May 2009
JP Morgan September 2007 - January 2008
Imperial College London June 2005 - October 2006
JP Morgan July 2006 - September 2006
BT October 2005 - July 2006
Skills
Mathematical Modeling, Matlab, C++, Data Mining, Fixed Income, Machine Learning, Statistics, Data Analysis, R, LaTeX, Simulations, Algorithms, Monte Carlo Simulation, Signal Processing, Applied Mathematics, Statistical Modeling, Numerical Analysis, Optimization, Operations Research, Time Series Analysis, Quantitative Analytics, Analysis
Education
Imperial College London 2008 — 2011
PhD, Operations Research
Imperial College London 2002 — 2007
MEng, Electrical & Electronic Engineering
Rohit Sarma's J.P. Morgan Experience June 2010 - April 2012
Job Intern, Portfolio Management at AXA Investment Managers
Industry Financial Services
Experience
AXA Investment Managers October 2015 - Present
MSCI Inc. May 2012 - March 2015
JP Morgan June 2010 - April 2012
GE Global Research May 2009 - July 2009
Education
University of California, Berkeley, Haas School of Business 2015 — 2016
Master of Financial Engineering
Indian Institute of Technology, Madras 2006 — 2010
Bachelor of Technology (B.Tech.), Mechanical Engineering
AXA Investment Managers October 2015 - Present
MSCI Inc. May 2012 - March 2015
JP Morgan June 2010 - April 2012
GE Global Research May 2009 - July 2009
Education
University of California, Berkeley, Haas School of Business 2015 — 2016
Master of Financial Engineering
Indian Institute of Technology, Madras 2006 — 2010
Bachelor of Technology (B.Tech.), Mechanical Engineering
Schlotman, Kyle's J.P. Morgan Experience July 2008 - April 2009
Job Senior Client Lead
Industry Marketing and Advertising
Experience
84.51˚ April 2015 - Present
dunnhumby January 2013 - April 2015
dunnhumby July 2011 - January 2013
dunnhumby May 2010 - June 2011
Sagent Advisors April 2009 - April 2010
JP Morgan July 2008 - April 2009
JPMorgan May 2007 - August 2007
Skills
Consumer Behaviour, Marketing Strategy, Financial Modeling, Brand Loyalty, Consultancy, Mergers, Strategy Development, Financial Analysis, Shopper Marketing, Valuation, Due Diligence, Loyalty Programs, Business Valuation, Financial Reporting, Forecasting, Restructuring, Loyalty Marketing, DCF, Divestitures, LBO, Investment Banking, Data Analysis, Segmentation, Quantitative Analysis, Business Strategy, Competitive Analysis, Excel, Accounting, Customer Relations, Corporate Finance, Analytics, Customer Insight, Customer Analysis, Consumer Insight, Marketing Analytics, Pricing Strategy, Bloomberg, Nielsen, Consumer Products, Business Analytics, CRM, Corporate Development, Management Consulting, Business Planning, Competitive Intelligence, Equity Research, Multi-channel Marketing, Entrepreneurship, Integrated Marketing, Customer Acquisition
Education
Indiana University - Kelley School of Business 2003 — 2008
BS, Finance, Entrepreneurship, Business Law
Indiana University Bloomington 2003 — 2008
Bachelor, Finance, Business Law, Entrpreneurship
84.51˚ April 2015 - Present
dunnhumby January 2013 - April 2015
dunnhumby July 2011 - January 2013
dunnhumby May 2010 - June 2011
Sagent Advisors April 2009 - April 2010
JP Morgan July 2008 - April 2009
JPMorgan May 2007 - August 2007
Skills
Consumer Behaviour, Marketing Strategy, Financial Modeling, Brand Loyalty, Consultancy, Mergers, Strategy Development, Financial Analysis, Shopper Marketing, Valuation, Due Diligence, Loyalty Programs, Business Valuation, Financial Reporting, Forecasting, Restructuring, Loyalty Marketing, DCF, Divestitures, LBO, Investment Banking, Data Analysis, Segmentation, Quantitative Analysis, Business Strategy, Competitive Analysis, Excel, Accounting, Customer Relations, Corporate Finance, Analytics, Customer Insight, Customer Analysis, Consumer Insight, Marketing Analytics, Pricing Strategy, Bloomberg, Nielsen, Consumer Products, Business Analytics, CRM, Corporate Development, Management Consulting, Business Planning, Competitive Intelligence, Equity Research, Multi-channel Marketing, Entrepreneurship, Integrated Marketing, Customer Acquisition
Education
Indiana University - Kelley School of Business 2003 — 2008
BS, Finance, Entrepreneurship, Business Law
Indiana University Bloomington 2003 — 2008
Bachelor, Finance, Business Law, Entrpreneurship
Rashie Jain's J.P. Morgan Experience March 2010 - August 2012
Job MBA Candidate at the Wharton School
Industry Venture Capital & Private Equity
Experience
Johnson & Johnson Innovation July 2015 - August 2015
Amgen May 2015 - July 2015
Accel Partners April 2014 - June 2014
Biocon September 2012 - April 2014
JP Morgan March 2010 - August 2012
University of Oxford May 2008 - July 2008
University of Zurich June 2007 - July 2007
Skills
Business Development, Business Strategy, Equity Research, Financial Modeling, Valuation, Forecasting, Equities, Research Writing, Healthcare, Biotechnology, Program Management, Market Research, Analysis, Data Analysis, Portfolio Management, Financial Analysis, Competitive Analysis, Investment Banking, Business Analysis, Analytics
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Kanpur 2005 — 2009
Bachelor of Technology (B.Tech.)
Johnson & Johnson Innovation July 2015 - August 2015
Amgen May 2015 - July 2015
Accel Partners April 2014 - June 2014
Biocon September 2012 - April 2014
JP Morgan March 2010 - August 2012
University of Oxford May 2008 - July 2008
University of Zurich June 2007 - July 2007
Skills
Business Development, Business Strategy, Equity Research, Financial Modeling, Valuation, Forecasting, Equities, Research Writing, Healthcare, Biotechnology, Program Management, Market Research, Analysis, Data Analysis, Portfolio Management, Financial Analysis, Competitive Analysis, Investment Banking, Business Analysis, Analytics
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Kanpur 2005 — 2009
Bachelor of Technology (B.Tech.)
Bartholomew Davis Bartholomew Davis's J.P. Morgan Experience March 2007 - September 2008
Job Chief Information & Technology Officer / Broker john greene Commercial
Industry Real Estate
Experience
john greene, Realtor October 2008 - Present
JP Morgan March 2007 - September 2008
Northern Trust October 1996 - February 2007
Skills
Real Estate, Investments, Contract Negotiation, Global Custody, Securities, Due Diligence, Asset Management, Foreclosures, Relocation, Investment Properties, Equities, First Time Home Buyers
Education
Illinois State University 1992 — 1995
Bachelors, Political Science / Economics
john greene, Realtor October 2008 - Present
JP Morgan March 2007 - September 2008
Northern Trust October 1996 - February 2007
Skills
Real Estate, Investments, Contract Negotiation, Global Custody, Securities, Due Diligence, Asset Management, Foreclosures, Relocation, Investment Properties, Equities, First Time Home Buyers
Education
Illinois State University 1992 — 1995
Bachelors, Political Science / Economics
Glenn Veralli Glenn Veralli's J.P. Morgan Experience October 1996 - January 1999
Job Executive Director Global Head of Energy at Commonwealth Bank
Industry Investment Banking
Experience
Commonwealth Bank December 2014 - Present
Barclays August 2012 - January 2014
Barclays March 2001 - July 2012
Bank of Tokyo-Mitsubishi UFJ October 1999 - March 2001
J.P. Morgan October 1996 - January 1999
J.P. Morgan May 1989 - September 1996
J.P. Morgan 1984 - 1989
JP Morgan 1981 - 1984
Skills
Derivatives, Trading, Options, Credit Risk, Petroleum, Investment Banking, Commodity, Fixed Income, Capital Markets, Trading Systems, Structured Products, Financial Markets, Hedging, Hedge Funds, Swaps, FX Options, Risk Management, Credit, Commodity Markets, Bloomberg, Market Risk
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
Master of Business Administration (M.B.A.), Finance, General, With Distinction
Indiana University of Pennsylvania 1977 — 1981
Bachelor's degree, Accounting and Economics, Summa Cum Laude
Commonwealth Bank December 2014 - Present
Barclays August 2012 - January 2014
Barclays March 2001 - July 2012
Bank of Tokyo-Mitsubishi UFJ October 1999 - March 2001
J.P. Morgan October 1996 - January 1999
J.P. Morgan May 1989 - September 1996
J.P. Morgan 1984 - 1989
JP Morgan 1981 - 1984
Skills
Derivatives, Trading, Options, Credit Risk, Petroleum, Investment Banking, Commodity, Fixed Income, Capital Markets, Trading Systems, Structured Products, Financial Markets, Hedging, Hedge Funds, Swaps, FX Options, Risk Management, Credit, Commodity Markets, Bloomberg, Market Risk
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
Master of Business Administration (M.B.A.), Finance, General, With Distinction
Indiana University of Pennsylvania 1977 — 1981
Bachelor's degree, Accounting and Economics, Summa Cum Laude
Joseph Lo Piccolo Joseph Lo Piccolo's J.P. Morgan Experience 1999 - 2000
Job Audit Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP March 2004 - Present
American Stock Transfer & Trust Co. February 2003 - March 2004
TD Waterhouse Investor Services 2000 - 2002
JP Morgan 1999 - 2000
Republic National Bank (Aquired by HSBC) 1997 - 1999
The Chase Manhattan Bank 1993 - 1997
Skills
Risk Management, Auditing, Internal Controls, Internal Audit, Financial Risk, IT Audit, Banking, Capital Markets, Sarbanes-Oxley, Finance, Financial Services, Investments, SAS70, Governance, Business Process, Assurance, Sarbanes-Oxley Act, Financial Reporting
Education
Hofstra University 1996 — 2000
MBA, Finance
Hofstra University 1989 — 1993
BBA, Accounting
BDO USA, LLP March 2004 - Present
American Stock Transfer & Trust Co. February 2003 - March 2004
TD Waterhouse Investor Services 2000 - 2002
JP Morgan 1999 - 2000
Republic National Bank (Aquired by HSBC) 1997 - 1999
The Chase Manhattan Bank 1993 - 1997
Skills
Risk Management, Auditing, Internal Controls, Internal Audit, Financial Risk, IT Audit, Banking, Capital Markets, Sarbanes-Oxley, Finance, Financial Services, Investments, SAS70, Governance, Business Process, Assurance, Sarbanes-Oxley Act, Financial Reporting
Education
Hofstra University 1996 — 2000
MBA, Finance
Hofstra University 1989 — 1993
BBA, Accounting
Anand Bhagwat's J.P. Morgan Experience May 1998 - Present
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan May 1998 - Present
Bankers Trust June 1994 - May 1998
Rutgers University March 1991 - May 1994
Skills
Equities, Equity Derivatives, Electronic Trading, Investment Banking, Trading Systems, Derivatives, Fixed Income, Financial Services, Finance, Asset Management, Capital Markets, Market Risk, SDLC
Education
CFA, Chartered Financial Analyst 1995 — 1998
MBA, Rutgers University 1991 — 1994
MBA, Finance
MS, Rutgers University 1989 — 1991
MS, Industrial & Systems Engg
Indian Institute of Technology, Bombay 1985 — 1989
B.Tech, Electrical Engineering
JP Morgan May 1998 - Present
Bankers Trust June 1994 - May 1998
Rutgers University March 1991 - May 1994
Skills
Equities, Equity Derivatives, Electronic Trading, Investment Banking, Trading Systems, Derivatives, Fixed Income, Financial Services, Finance, Asset Management, Capital Markets, Market Risk, SDLC
Education
CFA, Chartered Financial Analyst 1995 — 1998
MBA, Rutgers University 1991 — 1994
MBA, Finance
MS, Rutgers University 1989 — 1991
MS, Industrial & Systems Engg
Indian Institute of Technology, Bombay 1985 — 1989
B.Tech, Electrical Engineering
Jason Hines Jason Hines's J.P. Morgan Experience August 2007 - February 2013
Job Senior Systems Engineer (PreSales) at EMC
Industry Financial Services
Experience
EMC December 2014 - Present
The Sage Group February 2010 - Present
Synchrony Financial September 2014 - December 2014
Insurance Auto Auctions February 2013 - September 2014
JP Morgan August 2007 - February 2013
SunGard March 2006 - August 2007
Merrill Lynch January 2005 - March 2006
Lyons Township High School May 2001 - January 2005
US Navy August 1991 - August 2001
Skills
SDLC, Requirements Analysis, SQL, Disaster Recovery, Microsoft SQL Server, Agile Methodologies, Enterprise Architecture, Software Development, Vendor Management, Active Directory, VMware ESX, VMware Infrastructure, Integration, Business Analysis, Process Improvement, Virtualization, Software Project..., IIS, Windows Server, Security, Cloud Computing, IT Management, Solution Architecture, Project Management, Linux, System Administration, ITIL, Data Center, IT Strategy, Requirements Gathering, Databases, IT Service Management, IT Operations, Servers, Program Management, Visio, Unix, System Deployment, VMware, Operating Systems, SAN, Microsoft Exchange, Cluster, Firewalls, Consolidation, Systems Engineering, System Architecture, Strategic Planning, Networking, SharePoint
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Business Administration (MBA), MBA concentration in Information Security, 4.0
New Hampshire College 1997 — 1999
Bachelor, Computer Information Systems
Illinois Institute of Technology 1993 — 1995
AMA
AMA
AMA
ITED
EMC December 2014 - Present
The Sage Group February 2010 - Present
Synchrony Financial September 2014 - December 2014
Insurance Auto Auctions February 2013 - September 2014
JP Morgan August 2007 - February 2013
SunGard March 2006 - August 2007
Merrill Lynch January 2005 - March 2006
Lyons Township High School May 2001 - January 2005
US Navy August 1991 - August 2001
Skills
SDLC, Requirements Analysis, SQL, Disaster Recovery, Microsoft SQL Server, Agile Methodologies, Enterprise Architecture, Software Development, Vendor Management, Active Directory, VMware ESX, VMware Infrastructure, Integration, Business Analysis, Process Improvement, Virtualization, Software Project..., IIS, Windows Server, Security, Cloud Computing, IT Management, Solution Architecture, Project Management, Linux, System Administration, ITIL, Data Center, IT Strategy, Requirements Gathering, Databases, IT Service Management, IT Operations, Servers, Program Management, Visio, Unix, System Deployment, VMware, Operating Systems, SAN, Microsoft Exchange, Cluster, Firewalls, Consolidation, Systems Engineering, System Architecture, Strategic Planning, Networking, SharePoint
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Business Administration (MBA), MBA concentration in Information Security, 4.0
New Hampshire College 1997 — 1999
Bachelor, Computer Information Systems
Illinois Institute of Technology 1993 — 1995
AMA
AMA
AMA
ITED
Laura Brown's J.P. Morgan Experience September 2009 - Present
Job Financial Consultant at JP Morgan
Industry Financial Services
Experience
JP Morgan September 2009 - Present
Morgan Stanley June 2008 - August 2008
while attending Indiana University September 2006 - May 2008
Skills
Trading, Financial Markets, Skiing, Wealth Management, Bloomberg, Investments, Financial Modeling, Investment Banking
Education
Indiana University - Kelley School of Business 2002 — 2008
MBA, Finance
JP Morgan September 2009 - Present
Morgan Stanley June 2008 - August 2008
while attending Indiana University September 2006 - May 2008
Skills
Trading, Financial Markets, Skiing, Wealth Management, Bloomberg, Investments, Financial Modeling, Investment Banking
Education
Indiana University - Kelley School of Business 2002 — 2008
MBA, Finance
Mukesh. Srivastava Mukesh. Srivastava's J.P. Morgan Experience May 2007 - August 2014
Job Solution Architect at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial August 2014 - Present
JP Morgan May 2007 - August 2014
J.P. Morgan May 2007 - December 2013
Ajilon Consulting August 2004 - May 2007
Syntel 2001 - 2004
CSC 1998 - 2001
Skills
Options, Derivatives, SDLC, Investment Banking, Equity Derivatives, Requirements Analysis, Equities, Business Analysis, Trading Systems, Electronic Trading, FX Options, Requirements Gathering, Capital Markets, Unix, Sungard GMI, Software Project..., IT Strategy, PMO, Data Analysis, Matlab, R, Eviews, Python
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Econometrics and Statistics, Economics, Finance, Analytic Finance
Indian Institute of Technology, Roorkee 1994 — 1998
BE, CIVIL
BIT Sindri 1993 — 1994
None, Mechanical
St. Xavier's College 1991 — 1993
ISC, Maths, Physics, Chemistry
St. Thomas School Ranchi 1984 — 1991
High School
Mesirow Financial August 2014 - Present
JP Morgan May 2007 - August 2014
J.P. Morgan May 2007 - December 2013
Ajilon Consulting August 2004 - May 2007
Syntel 2001 - 2004
CSC 1998 - 2001
Skills
Options, Derivatives, SDLC, Investment Banking, Equity Derivatives, Requirements Analysis, Equities, Business Analysis, Trading Systems, Electronic Trading, FX Options, Requirements Gathering, Capital Markets, Unix, Sungard GMI, Software Project..., IT Strategy, PMO, Data Analysis, Matlab, R, Eviews, Python
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Econometrics and Statistics, Economics, Finance, Analytic Finance
Indian Institute of Technology, Roorkee 1994 — 1998
BE, CIVIL
BIT Sindri 1993 — 1994
None, Mechanical
St. Xavier's College 1991 — 1993
ISC, Maths, Physics, Chemistry
St. Thomas School Ranchi 1984 — 1991
High School
Mali Bartlett Mali Bartlett's J.P. Morgan Experience 2003 - 2005
Job Global Head of Deposit & Investments at HSBC
Industry Financial Services
Experience
HSBC October 2014 - Present
Citi 2005 - 2014
JP Morgan 2003 - 2005
Citi 2002 - 2003
Citi 2000 - 2002
Citi 2000 - 2002
Citi 1999 - 2000
Citi 1998 - 1998
Phoenix Home Life 1995 - 1997
Phoenix Life Insurance Company 1995 - 1997
Skills
Fixed Income, Banking, Capital Markets, Cash Management, Series 7, Series 63, Money Market, Financial Services, Product Management, Investments, Mutual Funds, Risk Management
Education
Indiana University Bloomington 1997 — 1999
MBA, Finance
Trinity College-Hartford 1992 — 1996
BS, Mathematics
HSBC October 2014 - Present
Citi 2005 - 2014
JP Morgan 2003 - 2005
Citi 2002 - 2003
Citi 2000 - 2002
Citi 2000 - 2002
Citi 1999 - 2000
Citi 1998 - 1998
Phoenix Home Life 1995 - 1997
Phoenix Life Insurance Company 1995 - 1997
Skills
Fixed Income, Banking, Capital Markets, Cash Management, Series 7, Series 63, Money Market, Financial Services, Product Management, Investments, Mutual Funds, Risk Management
Education
Indiana University Bloomington 1997 — 1999
MBA, Finance
Trinity College-Hartford 1992 — 1996
BS, Mathematics
Deepika Chhajed Deepika Chhajed's J.P. Morgan Experience 2011 - 2013
Job Senior Financial Analyst at McGrawHill Education
Industry Education Management
Experience
McGraw-Hill Education March 2015 - Present
CGI October 2013 - March 2015
J.P. Morgan 2011 - 2013
J.P. Morgan 2008 - 2011
JP Morgan 2009 - 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Investment Banking, Capital Markets, Mergers & Acquisitions, Due Diligence, Business Analysis, Emerging Markets, Investments, Mergers, Analysis, Banking, M&A experience, Business Valuation, Business Development, Portfolio Management, Structured Finance, Variance Analysis, Forecasting
Education
Indian Institute of Management, Kozhikode 2006 — 2008
Master of Business Administration (MBA), Finance and marketing, Ranked among top 5% out of class of 180 students
Shri Govindram Seksaria Institute of Technology and Science (SGSITS) 2002 — 2006
Bachelor of Engineering (B.Eng.), Electronics and Telecommunication, Ranked in top 5% out of class of 120 students
McGraw-Hill Education March 2015 - Present
CGI October 2013 - March 2015
J.P. Morgan 2011 - 2013
J.P. Morgan 2008 - 2011
JP Morgan 2009 - 2009
Skills
Valuation, Financial Analysis, Financial Modeling, Finance, Corporate Finance, Investment Banking, Capital Markets, Mergers & Acquisitions, Due Diligence, Business Analysis, Emerging Markets, Investments, Mergers, Analysis, Banking, M&A experience, Business Valuation, Business Development, Portfolio Management, Structured Finance, Variance Analysis, Forecasting
Education
Indian Institute of Management, Kozhikode 2006 — 2008
Master of Business Administration (MBA), Finance and marketing, Ranked among top 5% out of class of 180 students
Shri Govindram Seksaria Institute of Technology and Science (SGSITS) 2002 — 2006
Bachelor of Engineering (B.Eng.), Electronics and Telecommunication, Ranked in top 5% out of class of 120 students
Johnny Fontenot Johnny Fontenot's J.P. Morgan Experience January 2010 - August 2014
Job IS Service Delivery Infrastructure Mgr at BHP Billiton
Industry Oil & Energy
Experience
BHP Billiton September 2014 - Present
J.P. Morgan January 2010 - August 2014
JP Morgan Chase 2008 - October 2012
JPMorgan Chase February 2009 - February 2011
JP Morgan 2008 - February 2009
BP 2007 - 2008
'Indian Summer in Levoca' Music Festival 2006 - 2007
Ineos 2005 - 2006
Getronics 1995 - 2005
Getronics Wang 1994 - 2005
Skills
Management, IT Management, Program Management, Vendor Management, Cloud Computing, Managed Services, Infrastructure, IT Service Management, Leadership, Unix, Information Technology, Enterprise Architecture, PMP, Incident Management, Outsourcing, Business Process..., Project Delivery, ITIL, Integration, Business Analysis, Risk Management, IT Strategy
Education
Houston Baptist University 1992 — 1994
Masters, Management Information Systems
BHP Billiton September 2014 - Present
J.P. Morgan January 2010 - August 2014
JP Morgan Chase 2008 - October 2012
JPMorgan Chase February 2009 - February 2011
JP Morgan 2008 - February 2009
BP 2007 - 2008
'Indian Summer in Levoca' Music Festival 2006 - 2007
Ineos 2005 - 2006
Getronics 1995 - 2005
Getronics Wang 1994 - 2005
Skills
Management, IT Management, Program Management, Vendor Management, Cloud Computing, Managed Services, Infrastructure, IT Service Management, Leadership, Unix, Information Technology, Enterprise Architecture, PMP, Incident Management, Outsourcing, Business Process..., Project Delivery, ITIL, Integration, Business Analysis, Risk Management, IT Strategy
Education
Houston Baptist University 1992 — 1994
Masters, Management Information Systems
Patrick Campo Patrick Campo's J.P. Morgan Experience September 1999 - October 2002
Job Director, Long Short Equity at Titan Advsiors, LLC
Industry Financial Services
Experience
Titan Advisors July 2013 - Present
Hobart and William Smith Colleges June 2011 - Present
Alternative Investment Management LLC April 2009 - July 2013
EIM Group 2002 - February 2009
JP Morgan September 1999 - October 2002
Goldman Sachs 1996 - 1997
Chubb Insurance September 1992 - June 1996
Skills
Hedge Funds, Economics, Equity Research, Equities, Portfolio Management, Strategy, Asset Management, Alternative Investments, Capital Markets, Investment Management
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, Economics, Strategy
Hobart and William Smith Colleges 1988 — 1992
BA, Mathematics and Philosophy
Titan Advisors July 2013 - Present
Hobart and William Smith Colleges June 2011 - Present
Alternative Investment Management LLC April 2009 - July 2013
EIM Group 2002 - February 2009
JP Morgan September 1999 - October 2002
Goldman Sachs 1996 - 1997
Chubb Insurance September 1992 - June 1996
Skills
Hedge Funds, Economics, Equity Research, Equities, Portfolio Management, Strategy, Asset Management, Alternative Investments, Capital Markets, Investment Management
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, Economics, Strategy
Hobart and William Smith Colleges 1988 — 1992
BA, Mathematics and Philosophy
Dennis Hickle's J.P. Morgan Experience 1997 - 2008
Job Principal at Hickle CPA Group
Industry Financial Services
Experience
Ball State University August 2010 - Present
Indiana Tech January 2010 - Present
Hickle CPA Group 2009 - Present
JPMorgan Chase 1997 - 2008
JP Morgan 1997 - 2008
First Chicago 1989 - 1997
NBD May 1978 - 1989
Skills
Strategic Financial..., Investments, Auditing, Retirement Planning, Accounting, Estate Planning
Education
Indiana University - Kelley School of Business 1981 — 1986
MBA, Finance
Indiana University - Kelley School of Business 1974 — 1978
BS, Accounting
Ball State University August 2010 - Present
Indiana Tech January 2010 - Present
Hickle CPA Group 2009 - Present
JPMorgan Chase 1997 - 2008
JP Morgan 1997 - 2008
First Chicago 1989 - 1997
NBD May 1978 - 1989
Skills
Strategic Financial..., Investments, Auditing, Retirement Planning, Accounting, Estate Planning
Education
Indiana University - Kelley School of Business 1981 — 1986
MBA, Finance
Indiana University - Kelley School of Business 1974 — 1978
BS, Accounting
francis tapfumaneyi francis tapfumaneyi's J.P. Morgan Experience May 2007 - August 2007
Job Revenue Cycle Site Manager at Hartford Healthcare
Industry Hospital & Health Care
Experience
Hartford HealthCare June 2015 - Present
Accretive Health October 2013 - April 2015
Huron Consulting Group December 2012 - October 2013
Huron Consulting Group January 2010 - November 2012
Citi May 2008 - August 2008
JP Morgan May 2007 - August 2007
Wachovia Securities Financial Network June 2006 - August 2006
Skills
Process Improvement, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Capital Markets, Risk Management, Investments, Private Equity, Due Diligence, Data Analysis, Management Consulting, Bloomberg, Equities, Portfolio Management, Business Analysis, Banking, Finance, Change Management
Education
Howard University 2006 — 2009
Bachelor of Arts, Finance
Southern Methodist University
Hartford HealthCare June 2015 - Present
Accretive Health October 2013 - April 2015
Huron Consulting Group December 2012 - October 2013
Huron Consulting Group January 2010 - November 2012
Citi May 2008 - August 2008
JP Morgan May 2007 - August 2007
Wachovia Securities Financial Network June 2006 - August 2006
Skills
Process Improvement, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Capital Markets, Risk Management, Investments, Private Equity, Due Diligence, Data Analysis, Management Consulting, Bloomberg, Equities, Portfolio Management, Business Analysis, Banking, Finance, Change Management
Education
Howard University 2006 — 2009
Bachelor of Arts, Finance
Southern Methodist University
Rishabh Raj Rishabh Raj's J.P. Morgan Experience July 2013 - Present
Job J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
JP Morgan 2010 - March 2013
Standard Chartered Bank April 2007 - June 2007
Solutiioneyes February 2005 - May 2006
Computer Assocates TCG Software Pvt. Ltd. 2004 - 2005
Skills
Market Risk, Valuation, Business Analysis, Financial Modeling, Credit Risk, Investment Banking, Corporate Finance, Equities, Capital Markets, Derivatives, Fixed Income, Equity Valuation, DCF
Education
Indian Institute of Management, Kozhikode 2006 — 2008
MBA, Finance & Strategy
Indian Institute of Technology, Kharagpur 1999 — 2004
M.Sc. (Integrated), Applied Geology
DPS Ranchi
J.P. Morgan July 2013 - Present
JP Morgan 2010 - March 2013
Standard Chartered Bank April 2007 - June 2007
Solutiioneyes February 2005 - May 2006
Computer Assocates TCG Software Pvt. Ltd. 2004 - 2005
Skills
Market Risk, Valuation, Business Analysis, Financial Modeling, Credit Risk, Investment Banking, Corporate Finance, Equities, Capital Markets, Derivatives, Fixed Income, Equity Valuation, DCF
Education
Indian Institute of Management, Kozhikode 2006 — 2008
MBA, Finance & Strategy
Indian Institute of Technology, Kharagpur 1999 — 2004
M.Sc. (Integrated), Applied Geology
DPS Ranchi
Ravindranath Gnanaiah's J.P. Morgan Experience 1994 - 2000
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2013 - Present
Goldman Sachs September 2010 - August 2013
Mphasis June 2008 - September 2010
Merrill Lynch March 2006 - May 2008
Goldman Sachs February 2001 - February 2006
JP Morgan 1994 - 2000
CS First Boston 1993 - 1994
Nomura Securities International 1992 - 1993
Information Builders 1990 - 1992
City University of New York (CUNY 1988 - 1989
Skills
Trading Systems, Fixed Income, FX Options, Equities, Risk Management, Financial Markets, Credit Risk, Business Development, Financial Services, Treasury Management, Finance, Derivatives, Capital Markets, Management, Investment Banking, OOAD, Architecture, Analysis, Databases, Business Analysis, Financial Modeling, SDLC
Education
Indian Institute of Management, Ahmedabad 1984 — 1986
PGDM (MBA)
Indian Institute of Technology, Madras 1979 — 1984
B Tech
Sainik School, Amaravathinagar
Morgan Stanley September 2013 - Present
Goldman Sachs September 2010 - August 2013
Mphasis June 2008 - September 2010
Merrill Lynch March 2006 - May 2008
Goldman Sachs February 2001 - February 2006
JP Morgan 1994 - 2000
CS First Boston 1993 - 1994
Nomura Securities International 1992 - 1993
Information Builders 1990 - 1992
City University of New York (CUNY 1988 - 1989
Skills
Trading Systems, Fixed Income, FX Options, Equities, Risk Management, Financial Markets, Credit Risk, Business Development, Financial Services, Treasury Management, Finance, Derivatives, Capital Markets, Management, Investment Banking, OOAD, Architecture, Analysis, Databases, Business Analysis, Financial Modeling, SDLC
Education
Indian Institute of Management, Ahmedabad 1984 — 1986
PGDM (MBA)
Indian Institute of Technology, Madras 1979 — 1984
B Tech
Sainik School, Amaravathinagar
Chetan Bhosale's J.P. Morgan Experience June 1999 - Present
Job Executive Director at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan June 1999 - Present
Enherent March 1996 - May 1999
I-Flex September 1994 - February 1996
Skills
Derivatives, Management, Trading Systems, Investment Banking, Fixed Income, Equity Derivatives, Software Project..., Electronic Trading, Equities, Prime Brokerage, Capital Markets, Risk Management, Credit Derivatives, Back Office, Vendor Management, Program Management, Market Data
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
MBA, Finance, Management
Indian Institute of Technology, Bombay 1990 — 1994
BTech, Mechanical
JP Morgan June 1999 - Present
Enherent March 1996 - May 1999
I-Flex September 1994 - February 1996
Skills
Derivatives, Management, Trading Systems, Investment Banking, Fixed Income, Equity Derivatives, Software Project..., Electronic Trading, Equities, Prime Brokerage, Capital Markets, Risk Management, Credit Derivatives, Back Office, Vendor Management, Program Management, Market Data
Education
New York University - Leonard N. Stern School of Business 2001 — 2005
MBA, Finance, Management
Indian Institute of Technology, Bombay 1990 — 1994
BTech, Mechanical
Gladys Chen's J.P. Morgan Experience 1997 - 1999
Job
Industry Financial Services
Experience
Citi 2011 - Present
Starpoint Solutions September 2010 - March 2011
North General Hospital December 2009 - July 2010
Banc of America Securities 2001 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
JP Morgan 1997 - 1999
MetLife 1992 - 1997
Skills
Fixed Income, Recruiting, Equities, Human Resources, Succession Planning, Talent Management, Employee Relations, Investments, Compensation Strategies, Executive Coaching, Talent Acquisition, Diversity & Inclusion, Leadership Development, Organizational..., Private Banking, Equity Research, Financial Services, Investment Banking, Capital Markets, Performance Appraisal, Executive Development, retail, Coaching & Mentoring, Wealth Management
Education
School of Visual Arts 2006 — 2008
MPS
Hofstra University
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (BA)
Wellesley College
Bachelor of Arts (BA)
Citi 2011 - Present
Starpoint Solutions September 2010 - March 2011
North General Hospital December 2009 - July 2010
Banc of America Securities 2001 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
JP Morgan 1997 - 1999
MetLife 1992 - 1997
Skills
Fixed Income, Recruiting, Equities, Human Resources, Succession Planning, Talent Management, Employee Relations, Investments, Compensation Strategies, Executive Coaching, Talent Acquisition, Diversity & Inclusion, Leadership Development, Organizational..., Private Banking, Equity Research, Financial Services, Investment Banking, Capital Markets, Performance Appraisal, Executive Development, retail, Coaching & Mentoring, Wealth Management
Education
School of Visual Arts 2006 — 2008
MPS
Hofstra University
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (BA)
Wellesley College
Bachelor of Arts (BA)
Adam McKnight's J.P. Morgan Experience March 2005 - June 2006
Job Application packaging and cordinating
Industry Logistics and Supply Chain
Michael C Dellatto's J.P. Morgan Experience September 2009 - September 2012
Job Business Manager with Experienced Leadership and Professional Development Skills
Industry Government Administration
Experience
Veteran's Administration September 2012 - Present
JP Morgan September 2009 - September 2012
Citigroup February 1995 - March 2009
Citigroup July 1990 - January 1995
Moody's Investors Service July 1989 - June 1990
Moody's Investors Service July 1988 - June 1989
US Marine Corps June 1983 - April 1988
Skills
Trading, Financial Analysis, Cross Functional Team..., Professional..., Project Management, Team Leadership, Timely Decision Making, Business Process..., Problem Solving, Critical Thinking, Communication Skills, Business Analysis, Veterans, Customer Service, Coaching, Driving Change, Organization &..., Self-starter, Skilled Multi-tasker, Hands-on Training, Healthcare Informatics, Clinical Applications..., Equity Trading, Securities Lending, Analytics, Hedge Funds, Prime Brokerage, Logistics, Securities, Trading Systems, Strategic Planning, Financial Services, Change Management, Informatics, Leadership, Program Management, Management, Finance, Analysis, Team Building, Capital Markets, Fixed Income, Equities, Risk Management, Process Improvement, Government, Military, Relationship Building, Naval Operations, Veterans Administration
Education
Hofstra University 2012 — 2013
Healthcare Information Technology Certificate, Medical Informatics
State University of New York at Stony Brook 2009 — 2009
PMP Certificate, Project Management
University of Southern California - Marshall School of Business 1984 — 1986
MSSM, Management Information Systems
Navy Supply School 1984 — 1984
Navy Supply Officer, Aviation Supply
United States Naval Academy 1979 — 1983
BS, Business Management
Veteran's Administration September 2012 - Present
JP Morgan September 2009 - September 2012
Citigroup February 1995 - March 2009
Citigroup July 1990 - January 1995
Moody's Investors Service July 1989 - June 1990
Moody's Investors Service July 1988 - June 1989
US Marine Corps June 1983 - April 1988
Skills
Trading, Financial Analysis, Cross Functional Team..., Professional..., Project Management, Team Leadership, Timely Decision Making, Business Process..., Problem Solving, Critical Thinking, Communication Skills, Business Analysis, Veterans, Customer Service, Coaching, Driving Change, Organization &..., Self-starter, Skilled Multi-tasker, Hands-on Training, Healthcare Informatics, Clinical Applications..., Equity Trading, Securities Lending, Analytics, Hedge Funds, Prime Brokerage, Logistics, Securities, Trading Systems, Strategic Planning, Financial Services, Change Management, Informatics, Leadership, Program Management, Management, Finance, Analysis, Team Building, Capital Markets, Fixed Income, Equities, Risk Management, Process Improvement, Government, Military, Relationship Building, Naval Operations, Veterans Administration
Education
Hofstra University 2012 — 2013
Healthcare Information Technology Certificate, Medical Informatics
State University of New York at Stony Brook 2009 — 2009
PMP Certificate, Project Management
University of Southern California - Marshall School of Business 1984 — 1986
MSSM, Management Information Systems
Navy Supply School 1984 — 1984
Navy Supply Officer, Aviation Supply
United States Naval Academy 1979 — 1983
BS, Business Management
Susan H. Converse's J.P. Morgan Experience 1974 - 1986
Job SVP, Chief Financial Officer
Industry Executive Office
Experience
Television Bureau of Advertising (TVB) January 2011 - Present
The Interchurch Center 2012 - 2013
The Riverside Church March 2009 - November 2010
Reformed Church in America 1998 - 2008
Societe Generale 1991 - 1998
Credit Suisse 1986 - 1991
JP Morgan 1974 - 1986
Skills
Strategic Planning, Financial Planning, Financial Analysis, Project Planning, Administration, Strategic Financial..., Team Building, Management, Leadership, System Administration, Program Management, Recruiting, Human Resources, Strategic Partnerships, Policy, Employee Benefits, Accounting, Marketing, Strategy, Leadership Development, Nonprofits, Organizational..., Analysis
Education
Hofstra University
BA, Psychology
Hood College
Psychology
Locust Valley High School
Television Bureau of Advertising (TVB) January 2011 - Present
The Interchurch Center 2012 - 2013
The Riverside Church March 2009 - November 2010
Reformed Church in America 1998 - 2008
Societe Generale 1991 - 1998
Credit Suisse 1986 - 1991
JP Morgan 1974 - 1986
Skills
Strategic Planning, Financial Planning, Financial Analysis, Project Planning, Administration, Strategic Financial..., Team Building, Management, Leadership, System Administration, Program Management, Recruiting, Human Resources, Strategic Partnerships, Policy, Employee Benefits, Accounting, Marketing, Strategy, Leadership Development, Nonprofits, Organizational..., Analysis
Education
Hofstra University
BA, Psychology
Hood College
Psychology
Locust Valley High School
Ralph Desiderio's J.P. Morgan Experience September 1998 - April 2007
Job Director at Point72 Asset Management
Industry Investment Banking
Experience
Point72 Asset Management, L.P. March 2008 - Present
Barclays Capital May 2007 - March 2008
JP Morgan September 1998 - April 2007
Education
Hofstra University
BBA, Finance
Point72 Asset Management, L.P. March 2008 - Present
Barclays Capital May 2007 - March 2008
JP Morgan September 1998 - April 2007
Education
Hofstra University
BBA, Finance
Katharine Altholz's J.P. Morgan Experience 2000 - 2010
Job Marketing and Development Specialist at Homeward Bound
Industry Nonprofit Organization Management
Experience
Homeward Bound 2011 - 2013
JPMorgan Chase June 2000 - July 2010
JP Morgan 2000 - 2010
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA
Indiana University Bloomington 1996 — 2000
Finance, Minor in French
KV High School
Homeward Bound 2011 - 2013
JPMorgan Chase June 2000 - July 2010
JP Morgan 2000 - 2010
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA
Indiana University Bloomington 1996 — 2000
Finance, Minor in French
KV High School
Nitesh Kumar's J.P. Morgan Experience March 2009 - May 2015
Job Director at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas July 2015 - Present
J.P. Morgan March 2009 - May 2015
JP Morgan March 2008 - February 2009
Bear Stearns March 2007 - March 2008
BP North America January 2006 - March 2007
Skills
Quantitative Finance, Derivatives, Structured Products, Commodity, Hedge Funds, Trading, Structured Finance, Risk Management, Energy, Financial Structuring, Finance, Commodity Markets, Options, Fixed Income, Valuation, Equities
Education
North Carolina State University 2004 — 2006
M.S., Financial Mathematics
Indian Institute of Technology, Bombay 1999 — 2004
M Tech & B Tech, Mechanical Engineering
BNP Paribas July 2015 - Present
J.P. Morgan March 2009 - May 2015
JP Morgan March 2008 - February 2009
Bear Stearns March 2007 - March 2008
BP North America January 2006 - March 2007
Skills
Quantitative Finance, Derivatives, Structured Products, Commodity, Hedge Funds, Trading, Structured Finance, Risk Management, Energy, Financial Structuring, Finance, Commodity Markets, Options, Fixed Income, Valuation, Equities
Education
North Carolina State University 2004 — 2006
M.S., Financial Mathematics
Indian Institute of Technology, Bombay 1999 — 2004
M Tech & B Tech, Mechanical Engineering
Tom Niemier's J.P. Morgan Experience 2005 - 2007
Job Managing Director: Wells Fargo
Industry Capital Markets
Experience
Wells Fargo 2011 - Present
Wells Fargo 2009 - 2011
Wells Fargo 2007 - 2009
JP Morgan 2005 - 2007
JP Morgan 1997 - 2005
DePaul 2000 - 2002
Madge Networks 1995 - 1997
Bank of America 1994 - 1995
Waste Management, Inc. 1990 - 1994
Skills
Corporate Finance, Capital Markets, Equities, Derivatives
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA
Indiana University South Bend 1979 — 1982
BS
Wells Fargo 2011 - Present
Wells Fargo 2009 - 2011
Wells Fargo 2007 - 2009
JP Morgan 2005 - 2007
JP Morgan 1997 - 2005
DePaul 2000 - 2002
Madge Networks 1995 - 1997
Bank of America 1994 - 1995
Waste Management, Inc. 1990 - 1994
Skills
Corporate Finance, Capital Markets, Equities, Derivatives
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA
Indiana University South Bend 1979 — 1982
BS
David Haden's J.P. Morgan Experience April 2005 - June 2006
Job Settlements Manager at LS Power
Industry Oil & Energy
Liz Weikes's J.P. Morgan Experience September 2006 - Present
Job Vice President, JP Morgan Securities
Industry Financial Services
Neil McDonald's J.P. Morgan Experience July 2007 - July 2012
Job Managing Director at ITG
Industry Investment Banking
Experience
ITG October 2014 - Present
Scout Trading February 2013 - September 2013
JP Morgan July 2007 - July 2012
BOX-Boston Options Exchange September 2008 - January 2012
Citadel Investment Group 2005 - 2007
Lehman Brothers June 2002 - June 2005
Morgan Stanley 1997 - 2002
Goldman Sachs 1990 - 1997
Skills
Equity Derivatives, Trading Systems, Options, Equities, Electronic Trading, Structured Products, Derivatives, Investment Banking, Hedge Funds, Capital Markets, Market Making, Trading, Equity Trading, Financial Markets, Fixed Income, Valuation, Credit Derivatives, FX Options, Swaps, Interest Rate..., Alternative Investments, Financial Modeling, Hedging, Emerging Markets, Risk Management, Quantitative Finance, Market Risk, Securities, Bloomberg, Market Data, Equity Research, Bonds, Commodity, Portfolio Management, Trading Strategies, Asset Management, Financial Structuring, Structured Finance, Investment Management, Series 7, Volatility Arbitrage, Investment Strategies, Investments
Education
Imperial College London
Bsc (Hons) Associate of the Royal College of Science, Biochemistry
ITG October 2014 - Present
Scout Trading February 2013 - September 2013
JP Morgan July 2007 - July 2012
BOX-Boston Options Exchange September 2008 - January 2012
Citadel Investment Group 2005 - 2007
Lehman Brothers June 2002 - June 2005
Morgan Stanley 1997 - 2002
Goldman Sachs 1990 - 1997
Skills
Equity Derivatives, Trading Systems, Options, Equities, Electronic Trading, Structured Products, Derivatives, Investment Banking, Hedge Funds, Capital Markets, Market Making, Trading, Equity Trading, Financial Markets, Fixed Income, Valuation, Credit Derivatives, FX Options, Swaps, Interest Rate..., Alternative Investments, Financial Modeling, Hedging, Emerging Markets, Risk Management, Quantitative Finance, Market Risk, Securities, Bloomberg, Market Data, Equity Research, Bonds, Commodity, Portfolio Management, Trading Strategies, Asset Management, Financial Structuring, Structured Finance, Investment Management, Series 7, Volatility Arbitrage, Investment Strategies, Investments
Education
Imperial College London
Bsc (Hons) Associate of the Royal College of Science, Biochemistry
Satya Rao's J.P. Morgan Experience February 1996 - May 1998
Job Vice President | Application Development and Maintenance at State Street
Industry Financial Services
Experience
State Street August 2015 - Present
Citi February 2001 - Present
Merrill Lynch 2000 - February 2001
Number Six 2000 - 2000
Chase Manhattan Bank 1998 - 2000
JP Morgan February 1996 - May 1998
Silverline Industry 1996 - 1997
Silverline Technologies 1996 - 1997
Skills
Trading Systems, SDLC, Business Analysis, Equities, Risk Management, Capital Markets, Management, Financial Services, Project Management, Fixed Income, Vendor Management, Software Project..., Portfolio Management, Derivatives, Requirements Gathering, Investment Banking, IT Strategy, Requirements Analysis, Software Development, PMO, Banking
Education
Indian Institute of Technology, Roorkee 1981 — 1983
State Street August 2015 - Present
Citi February 2001 - Present
Merrill Lynch 2000 - February 2001
Number Six 2000 - 2000
Chase Manhattan Bank 1998 - 2000
JP Morgan February 1996 - May 1998
Silverline Industry 1996 - 1997
Silverline Technologies 1996 - 1997
Skills
Trading Systems, SDLC, Business Analysis, Equities, Risk Management, Capital Markets, Management, Financial Services, Project Management, Fixed Income, Vendor Management, Software Project..., Portfolio Management, Derivatives, Requirements Gathering, Investment Banking, IT Strategy, Requirements Analysis, Software Development, PMO, Banking
Education
Indian Institute of Technology, Roorkee 1981 — 1983
Kamalpreet Singh's J.P. Morgan Experience 2010 - 2015
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2015 - Present
JP Morgan 2010 - 2015
RBS Sempra Commodities 2009 - August 2010
PSEG 2008 - 2009
Lehman Brothers 2006 - 2008
Education
Princeton University
MFin
Indian Institute of Technology, Bombay 1991 — 1995
St. Joseph's Academy 1979 — 1991
Jamnabai Narsee
Morgan Stanley 2015 - Present
JP Morgan 2010 - 2015
RBS Sempra Commodities 2009 - August 2010
PSEG 2008 - 2009
Lehman Brothers 2006 - 2008
Education
Princeton University
MFin
Indian Institute of Technology, Bombay 1991 — 1995
St. Joseph's Academy 1979 — 1991
Jamnabai Narsee
Charlie Mulhern's J.P. Morgan Experience 1991 - 2005
Job VP at WMC
Industry Investment Management
Experience
WMC Vice PresidentWellington Management Company2005 - Present
JPMorgan Chase 1991 - 2005
JP Morgan 1991 - 2005
JPMorgan 1991 - 2005
Chase Manhattan Bank 1991 - 2005
JP Morgan Chase Bank NA 1991 - 2005
JPMorganChase 1991 - 2005
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Hofstra University 1989 — 1991
BBA, Banking and Finance
Suffolk County Community College 1988 — 1989
Liberal Arts
University of Maryland College Park 1987 — 1989
Finance
WMC Vice PresidentWellington Management Company2005 - Present
JPMorgan Chase 1991 - 2005
JP Morgan 1991 - 2005
JPMorgan 1991 - 2005
Chase Manhattan Bank 1991 - 2005
JP Morgan Chase Bank NA 1991 - 2005
JPMorganChase 1991 - 2005
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Hofstra University 1989 — 1991
BBA, Banking and Finance
Suffolk County Community College 1988 — 1989
Liberal Arts
University of Maryland College Park 1987 — 1989
Finance
Bob Clancy's J.P. Morgan Experience January 1991 - January 1993
Job Managing Director at Allegro Development Corporation
Industry Oil & Energy
Experience
Allegro Development Corporation May 2015 - Present
SunGard iWorks October 2012 - October 2014
Convergent Wealth Advisors September 2010 - September 2012
SunGard Consulting Services September 2009 - September 2010
Accenture April 1998 - May 2009
Charles River Computers January 1993 - March 1998
JP Morgan January 1991 - January 1993
AGS Information Services April 1987 - January 1991
Skills
Asset Managment, Capital Markets, Strategy, Outsourcing, Risk Management, Financial Services, Management, Project Management, Business Intelligence, Finance, Hedge Funds, Asset Management, Business Process..., Trading, Program Management, Consulting, Securities, Project Delivery, Business Analysis, Management Consulting, Portfolio Management
Education
Hofstra University 1977 — 1981
BBA, Public Accounting
Allegro Development Corporation May 2015 - Present
SunGard iWorks October 2012 - October 2014
Convergent Wealth Advisors September 2010 - September 2012
SunGard Consulting Services September 2009 - September 2010
Accenture April 1998 - May 2009
Charles River Computers January 1993 - March 1998
JP Morgan January 1991 - January 1993
AGS Information Services April 1987 - January 1991
Skills
Asset Managment, Capital Markets, Strategy, Outsourcing, Risk Management, Financial Services, Management, Project Management, Business Intelligence, Finance, Hedge Funds, Asset Management, Business Process..., Trading, Program Management, Consulting, Securities, Project Delivery, Business Analysis, Management Consulting, Portfolio Management
Education
Hofstra University 1977 — 1981
BBA, Public Accounting
Eric Jansen's J.P. Morgan Experience 1989 - 1995
Job VP, Global Technology & Operations (Equities and FI) Broadridge
Industry Information Technology and Services
Experience
Broadridge March 2012 - Present
TD Ameritrade August 2009 - March 2012
AXA Equitable May 2000 - August 2009
Merrill Lynch October 1998 - May 2000
AIG SunAmerica 1995 - 1998
JP Morgan 1989 - 1995
Skills
Business Strategy, Strategy, Financial Services, Vendor Management, IT Strategy, SDLC, Business Process..., Disaster Recovery, Business Analysis, Outsourcing, IT Management, Program Management, Process Improvement, CRM, ITIL, Relationship Management, SOA, Team Leadership, Mergers, Contract Negotiation, Analysis, Architecture, Mergers & Acquisitions, Requirements Analysis, Project Portfolio..., Project Management, Change Management, Management, Leadership, Integration, Governance, Enterprise Architecture, PMP, PMO, Requirements Gathering, Software Development, Visio, Cloud Computing, Enterprise Software, Information Technology, Business Process, Service Delivery, Software Project..., Business Intelligence, Risk Management, Solution Architecture, Six Sigma, IT Outsourcing, Project Delivery, Business Requirements
Education
Hofstra University 1982 — 1986
Business Computer Information Systems
Broadridge March 2012 - Present
TD Ameritrade August 2009 - March 2012
AXA Equitable May 2000 - August 2009
Merrill Lynch October 1998 - May 2000
AIG SunAmerica 1995 - 1998
JP Morgan 1989 - 1995
Skills
Business Strategy, Strategy, Financial Services, Vendor Management, IT Strategy, SDLC, Business Process..., Disaster Recovery, Business Analysis, Outsourcing, IT Management, Program Management, Process Improvement, CRM, ITIL, Relationship Management, SOA, Team Leadership, Mergers, Contract Negotiation, Analysis, Architecture, Mergers & Acquisitions, Requirements Analysis, Project Portfolio..., Project Management, Change Management, Management, Leadership, Integration, Governance, Enterprise Architecture, PMP, PMO, Requirements Gathering, Software Development, Visio, Cloud Computing, Enterprise Software, Information Technology, Business Process, Service Delivery, Software Project..., Business Intelligence, Risk Management, Solution Architecture, Six Sigma, IT Outsourcing, Project Delivery, Business Requirements
Education
Hofstra University 1982 — 1986
Business Computer Information Systems
Steven Kraser's J.P. Morgan Experience 1992 - 1998
Job Owner & President at SGK Consulting Solutions, Inc.
Industry Financial Services
Experience
Bank of America 2008 - Present
SGK Consulting Solutions, Inc. April 2007 - Present
Honda 2007 - 2008
Jefferson Wells 2005 - 2007
Qwest Communications 2000 - 2002
deloitte 1998 - 2000
Deloitte Consulting 1998 - 2000
JP Morgan 1992 - 1998
Education
Hofstra University 1992 — 1996
Bank of America 2008 - Present
SGK Consulting Solutions, Inc. April 2007 - Present
Honda 2007 - 2008
Jefferson Wells 2005 - 2007
Qwest Communications 2000 - 2002
deloitte 1998 - 2000
Deloitte Consulting 1998 - 2000
JP Morgan 1992 - 1998
Education
Hofstra University 1992 — 1996
Mamtaa Singh's J.P. Morgan Experience April 2002 - Present
Job Regional Manager M&A at JP Morgan
Industry Investment Banking
Terrence J. Riordan's J.P. Morgan Experience December 2004 - December 2006
Job Regional Director at Neuberger Berman LLC
Industry Financial Services
Experience
Neuberger Berman September 2008 - Present
Neuberger Berman,A Lehman Brothers Company June 2007 - September 2008
JP Morgan December 2004 - December 2006
Northern Trust Company May 1988 - November 2004
Education
Illinois State University
Bachelor of Science, Economics and Finance
Neuberger Berman September 2008 - Present
Neuberger Berman,A Lehman Brothers Company June 2007 - September 2008
JP Morgan December 2004 - December 2006
Northern Trust Company May 1988 - November 2004
Education
Illinois State University
Bachelor of Science, Economics and Finance
Chris Hellberg's J.P. Morgan Experience 1993 - 1999
Job Owner of Paragon Computer & Network
Industry Information Technology and Services
Experience
Paragon Computer & Network January 1996 - Present
JP Morgan 1993 - 1999
Education
Hofstra University
B.S. Computer Science, Computer Science
NYIT
M.B.A concentration in Finance
Paragon Computer & Network January 1996 - Present
JP Morgan 1993 - 1999
Education
Hofstra University
B.S. Computer Science, Computer Science
NYIT
M.B.A concentration in Finance
Adrienne Woodbury's J.P. Morgan Experience July 1997 - January 1999
Job Accounting Manager at Prince Telecom
Industry Accounting
Experience
Prince Telecom February 2014 - Present
Pennrose Management Company November 2012 - February 2014
United Way of Delaware June 2004 - August 2012
PFPC January 1999 - June 2004
JP Morgan July 1997 - January 1999
Pep Boys April 1996 - July 1997
SEI January 1995 - March 1996
CoreStates Bank January 1990 - January 1995
Skills
Credit, Strategic Planning, Employee Relations, Fundraising, Team Building, Customer Service, Access, Budgets, Microsoft Word, Leadership, Account Reconciliation, Financial Analysis, PowerPoint, QuickBooks, Payroll
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2013
MBA
Temple University - Fox School of Business and Management 1988 — 1991
Bachelors of Business Administration, Accounting
Indiana University of Pennsylvania
Indiana University of Pennsylvania
Prince Telecom February 2014 - Present
Pennrose Management Company November 2012 - February 2014
United Way of Delaware June 2004 - August 2012
PFPC January 1999 - June 2004
JP Morgan July 1997 - January 1999
Pep Boys April 1996 - July 1997
SEI January 1995 - March 1996
CoreStates Bank January 1990 - January 1995
Skills
Credit, Strategic Planning, Employee Relations, Fundraising, Team Building, Customer Service, Access, Budgets, Microsoft Word, Leadership, Account Reconciliation, Financial Analysis, PowerPoint, QuickBooks, Payroll
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2013
MBA
Temple University - Fox School of Business and Management 1988 — 1991
Bachelors of Business Administration, Accounting
Indiana University of Pennsylvania
Indiana University of Pennsylvania
Liz Gilligan's J.P. Morgan Experience June 2008 - August 2011
Job Institutional Equity Sales at Bear Stearns
Industry Financial Services
Experience
JP Morgan June 2008 - August 2011
Bear Stearns February 2002 - June 2008
Skills
Series 7, Capital Markets, Equities
Education
Indiana University Bloomington 1993 — 1997
BS, Finance and Spanish
JP Morgan June 2008 - August 2011
Bear Stearns February 2002 - June 2008
Skills
Series 7, Capital Markets, Equities
Education
Indiana University Bloomington 1993 — 1997
BS, Finance and Spanish
Jeanette McCarthy's J.P. Morgan Experience 1995 - 1999
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
The Vanguard Group 2001 - 2002
The Vanguard Group 1999 - 2001
JP Morgan 1995 - 1999
JP Morgan January 1994 - December 1994
JP Morgan January 1993 - December 1993
JP Morgan 1992 - 1993
JP Morgan 1989 - 1992
JP Morgan 1985 - 1989
JP Morgan June 1984 - December 1984
Skills
Vendor Management, COBOL, Requirements Gathering, Software Documentation, Microsoft Excel, Team Leadership, Project Planning, MS Project, Project Management, Project Delivery, Resource Management, Cost Benefit, Change Management, Risk Management, Retention Management, Mainframe, SDLC
Education
Hofstra University 1980 — 1984
BS, Computer Science
The Vanguard Group 2001 - 2002
The Vanguard Group 1999 - 2001
JP Morgan 1995 - 1999
JP Morgan January 1994 - December 1994
JP Morgan January 1993 - December 1993
JP Morgan 1992 - 1993
JP Morgan 1989 - 1992
JP Morgan 1985 - 1989
JP Morgan June 1984 - December 1984
Skills
Vendor Management, COBOL, Requirements Gathering, Software Documentation, Microsoft Excel, Team Leadership, Project Planning, MS Project, Project Management, Project Delivery, Resource Management, Cost Benefit, Change Management, Risk Management, Retention Management, Mainframe, SDLC
Education
Hofstra University 1980 — 1984
BS, Computer Science
Amy Bloom, CFA's J.P. Morgan Experience 2000 - 2003
Job Managing Director at Highbridge Principal Strategies
Industry Financial Services
Experience
Highbridge Principal Strategies August 2010 - Present
Stanfield Capital Partners April 2003 - July 2010
JP Morgan 2000 - 2003
J.P. Morgan 1996 - 2000
Skills
Financial Modeling, High Yield, Credit Analysis, Loans, CLO, Financial Analysis, Fixed Income, Leveraged Finance, Valuation, Portfolio Management, Corporate Finance
Education
Hofstra University 1992 — 1996
BBA, Finance
Highbridge Principal Strategies August 2010 - Present
Stanfield Capital Partners April 2003 - July 2010
JP Morgan 2000 - 2003
J.P. Morgan 1996 - 2000
Skills
Financial Modeling, High Yield, Credit Analysis, Loans, CLO, Financial Analysis, Fixed Income, Leveraged Finance, Valuation, Portfolio Management, Corporate Finance
Education
Hofstra University 1992 — 1996
BBA, Finance
Michael Gwilliam's J.P. Morgan Experience 1993 - 1999
Job Consultant at XE Capital Management
Industry Information Technology and Services
Experience
XE Capital Management June 2010 - Present
Zurich Capital Markets March 2003 - April 2010
Zurich Capital Markets August 2001 - March 2003
Deutsche Bank 1998 - August 2001
JP Morgan 1993 - 1999
Sun Microsystems 1990 - 1993
Education
Humboldt State University
B.S., Physics
University of California, Davis
M.S., Computer Science
XE Capital Management June 2010 - Present
Zurich Capital Markets March 2003 - April 2010
Zurich Capital Markets August 2001 - March 2003
Deutsche Bank 1998 - August 2001
JP Morgan 1993 - 1999
Sun Microsystems 1990 - 1993
Education
Humboldt State University
B.S., Physics
University of California, Davis
M.S., Computer Science
Robert Bodenlos's J.P. Morgan Experience January 2010 - August 2011
Job Wealth Specialist at USAA
Industry Investment Management
Experience
USAA August 2011 - Present
J.P. Morgan January 2010 - August 2011
The PrivateBank and Trust Company December 2007 - February 2009
JP Morgan March 2001 - November 2007
Skills
Asset Allocation, Asset Management, Asset Managment, Banking, Financial Planning, High Net Worth..., Investments, Management, Portfolio Management, Risk Management, Strategic Financial..., Trusts, Wealth, Wealth Management
Education
Illinois State University 1997 — 2000
USAA August 2011 - Present
J.P. Morgan January 2010 - August 2011
The PrivateBank and Trust Company December 2007 - February 2009
JP Morgan March 2001 - November 2007
Skills
Asset Allocation, Asset Management, Asset Managment, Banking, Financial Planning, High Net Worth..., Investments, Management, Portfolio Management, Risk Management, Strategic Financial..., Trusts, Wealth, Wealth Management
Education
Illinois State University 1997 — 2000
Sherri Goldberg's J.P. Morgan Experience June 2008 - February 2009
Job HR Director at The CocaCola Company
Industry Human Resources
Experience
The Coca-Cola Company August 2013 - Present
Coca-Cola Refreshments August 2009 - Present
Coca-Cola Enterprises April 2009 - July 2009
JP Morgan June 2008 - February 2009
Bear Stearns May 1992 - June 2008
Skills
Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Organizational..., Workforce Planning, Succession Planning, Employee Relations, Onboarding, Process Improvement, College Recruiting, Human Resources, Recruiting, Labor Relations, Applicant Tracking..., HR Policies, Change Management, Benefits Administration, Internet Recruiting, Interviews, PeopleSoft, Career Development, FMLA, Vendor Management, Industrial Relations, Compensation & Benefit, Organizational Design, New Hire Orientations, Training, Employment Law, Sourcing, Executive Search, Employee Benefits, Temporary Placement, Technical Recruiting, Organizational..., Union Avoidance, Hiring, HR Consulting, Employee Training, Strategic HR, Taleo, Leadership Development, Personnel Management, Employer Branding, Job Descriptions, University Recruitment, SuccessFactors, Mentoring, Business Coaching
Education
Teachers College of Columbia University 1989 — 1991
MA, Organizational Psychology
Hofstra University 1985 — 1989
BA, Psychology - Personnel & Public Relations
Cinnaminson High School 1982 — 1985
High School Diploma
The Coca-Cola Company August 2013 - Present
Coca-Cola Refreshments August 2009 - Present
Coca-Cola Enterprises April 2009 - July 2009
JP Morgan June 2008 - February 2009
Bear Stearns May 1992 - June 2008
Skills
Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Organizational..., Workforce Planning, Succession Planning, Employee Relations, Onboarding, Process Improvement, College Recruiting, Human Resources, Recruiting, Labor Relations, Applicant Tracking..., HR Policies, Change Management, Benefits Administration, Internet Recruiting, Interviews, PeopleSoft, Career Development, FMLA, Vendor Management, Industrial Relations, Compensation & Benefit, Organizational Design, New Hire Orientations, Training, Employment Law, Sourcing, Executive Search, Employee Benefits, Temporary Placement, Technical Recruiting, Organizational..., Union Avoidance, Hiring, HR Consulting, Employee Training, Strategic HR, Taleo, Leadership Development, Personnel Management, Employer Branding, Job Descriptions, University Recruitment, SuccessFactors, Mentoring, Business Coaching
Education
Teachers College of Columbia University 1989 — 1991
MA, Organizational Psychology
Hofstra University 1985 — 1989
BA, Psychology - Personnel & Public Relations
Cinnaminson High School 1982 — 1985
High School Diploma
Michele Calvo - Peters's J.P. Morgan Experience 1995 - 1998
Job
Industry Fund-Raising
Experience
WQCS 88.9FM September 2007 - Present
Indian River State College September 2007 - Present
Riverside Theatre March 2004 - September 2007
Halloween Sales by Vasa 2000 - 2007
Philip Morris October 2001 - October 2003
Tiger Schulmanns Karate (Bensonhurst) 1999 - 2003
JP Morgan 1995 - 1998
Education
Indian River State College 2010 — 2012
BA
Kingsborough Community College 1995 — 1997
Associate's Degree
Abraham Lincoln High School 1988 — 1991
Diploma
WQCS 88.9FM September 2007 - Present
Indian River State College September 2007 - Present
Riverside Theatre March 2004 - September 2007
Halloween Sales by Vasa 2000 - 2007
Philip Morris October 2001 - October 2003
Tiger Schulmanns Karate (Bensonhurst) 1999 - 2003
JP Morgan 1995 - 1998
Education
Indian River State College 2010 — 2012
BA
Kingsborough Community College 1995 — 1997
Associate's Degree
Abraham Lincoln High School 1988 — 1991
Diploma
Ben Yam's J.P. Morgan Experience August 1999 - October 2002
Job Financial Analysis Vice President
Industry Financial Services
Experience
JP Morgan Chase & Co April 2010 - Present
JP Morgan Chase & Co May 2006 - April 2010
Citigroup Private Bank September 2004 - May 2006
JP Morgan Chase & Co October 2002 - September 2004
JP Morgan August 1999 - October 2002
THE DREYFUS CORPORATION August 1998 - August 1999
Skills
P&L responsibility, Financial Planning, MIS, Mutual Funds, Derivatives, Equities, Reconciliation, Forecasting, Banking, Asset Management, Financial Analysis, Finance, Financial Modeling, Financial Services, Analysis
Education
Hofstra University
Bachelor of Business Administration, Accounting
JP Morgan Chase & Co April 2010 - Present
JP Morgan Chase & Co May 2006 - April 2010
Citigroup Private Bank September 2004 - May 2006
JP Morgan Chase & Co October 2002 - September 2004
JP Morgan August 1999 - October 2002
THE DREYFUS CORPORATION August 1998 - August 1999
Skills
P&L responsibility, Financial Planning, MIS, Mutual Funds, Derivatives, Equities, Reconciliation, Forecasting, Banking, Asset Management, Financial Analysis, Finance, Financial Modeling, Financial Services, Analysis
Education
Hofstra University
Bachelor of Business Administration, Accounting
Madhukar Sinha's J.P. Morgan Experience March 2008 - August 2011
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2012 - Present
GAIN Capital October 2011 - April 2012
JP Morgan March 2008 - August 2011
Merrill Lynch August 2007 - March 2008
Citi July 2001 - August 2007
Skills
Prime Brokerage, FX Options, Credit Derivatives, Trading, Investment Banking, Derivatives, Capital Markets, Portfolio Management, Business Analysis, Reference Data, Enterprise Architecture, Middle Office, SDLC, Trading Systems, Fixed Income, Back Office, Securities Lending, Business Requirements
Education
Indian Institute of Technology, Kharagpur 1992 — 1996
Btech, Electronics and Electrical Communication
Indian Association of Physics Teachers
Electronics and Electrical Engineering Honors, India top 100 Physics student
Credit Suisse April 2012 - Present
GAIN Capital October 2011 - April 2012
JP Morgan March 2008 - August 2011
Merrill Lynch August 2007 - March 2008
Citi July 2001 - August 2007
Skills
Prime Brokerage, FX Options, Credit Derivatives, Trading, Investment Banking, Derivatives, Capital Markets, Portfolio Management, Business Analysis, Reference Data, Enterprise Architecture, Middle Office, SDLC, Trading Systems, Fixed Income, Back Office, Securities Lending, Business Requirements
Education
Indian Institute of Technology, Kharagpur 1992 — 1996
Btech, Electronics and Electrical Communication
Indian Association of Physics Teachers
Electronics and Electrical Engineering Honors, India top 100 Physics student
Lynnette Hanes's J.P. Morgan Experience Wealth ManagerJPMorgan ChaseJanuary 1978 - Present
Job Executive Director at the Private Bank of JP Morgan
Industry Financial Services
Experience
JP Morgan Wealth ManagerJPMorgan ChaseJanuary 1978 - Present
Skills
Investments, Investment Banking, Wealth Management, Financial Modeling, Asset Management, Financial Analysis, Banking, Alternative Investments, Strategic Financial..., Financial Services, Corporate Finance, Retirement Planning, Risk Management, Finance, Private Equity, Financial Advisory, Due Diligence, Retirement, Mergers & Acquisitions, Estate Planning
Education
College of Financial Planning Denver Colorado
Indiana University South Bend
JP Morgan Wealth ManagerJPMorgan ChaseJanuary 1978 - Present
Skills
Investments, Investment Banking, Wealth Management, Financial Modeling, Asset Management, Financial Analysis, Banking, Alternative Investments, Strategic Financial..., Financial Services, Corporate Finance, Retirement Planning, Risk Management, Finance, Private Equity, Financial Advisory, Due Diligence, Retirement, Mergers & Acquisitions, Estate Planning
Education
College of Financial Planning Denver Colorado
Indiana University South Bend
Janette Hutton's J.P. Morgan Experience May 1995 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan May 1995 - Present
JPMorgan Chase Bank 1995 - Present
JPMorgan Chase 1991 - Present
Education
Indiana University - Kelley School of Business 1986 — 1990
BS, Finance
JP Morgan May 1995 - Present
JPMorgan Chase Bank 1995 - Present
JPMorgan Chase 1991 - Present
Education
Indiana University - Kelley School of Business 1986 — 1990
BS, Finance
Bruce Eberhardt's J.P. Morgan Experience May 1983 - December 1983
Job Programmer
Industry Investment Banking
Experience
Credit Suisse March 2012 - Present
Barclays Capital September 2009 - March 2012
Goldman Sachs October 1995 - November 2008
Bear Stearns May 1995 - October 1995
Goldman Sachs September 1993 - May 1995
Salomon Brothers November 1990 - September 1993
Citicorp November 1986 - November 1990
Scallop Material Services May 1986 - November 1986
Atlas Computer Systems January 1984 - May 1986
JP Morgan May 1983 - December 1983
Education
Hofstra University 1981 — 1985
BS, Computer Science
Credit Suisse March 2012 - Present
Barclays Capital September 2009 - March 2012
Goldman Sachs October 1995 - November 2008
Bear Stearns May 1995 - October 1995
Goldman Sachs September 1993 - May 1995
Salomon Brothers November 1990 - September 1993
Citicorp November 1986 - November 1990
Scallop Material Services May 1986 - November 1986
Atlas Computer Systems January 1984 - May 1986
JP Morgan May 1983 - December 1983
Education
Hofstra University 1981 — 1985
BS, Computer Science
Chris Tafaro's J.P. Morgan Experience November 2009 - July 2011
Job Natural Gas Derivative Broker at Tullett Prebon
Industry Oil & Energy
Experience
Tullett Prebon October 2010 - Present
JP Morgan November 2009 - July 2011
JPMorgan Chase December 2007 - November 2009
Tullett Prebon December 2001 - December 2007
Education
Indiana University Bloomington
Bachelor of Science, Business Management/Public Administration/Art History
Tullett Prebon October 2010 - Present
JP Morgan November 2009 - July 2011
JPMorgan Chase December 2007 - November 2009
Tullett Prebon December 2001 - December 2007
Education
Indiana University Bloomington
Bachelor of Science, Business Management/Public Administration/Art History
Brandon Falbe's J.P. Morgan Experience January 2006 - October 2012
Job Supervising Advisor at BKD CPAs & Advisors
Industry Banking
Experience
BKD CPAs & Advisors October 2012 - Present
JP Morgan January 2006 - October 2012
Morgan Stanley April 2004 - January 2006
Streetwise Promotions 2002 - April 2004
TBA Entertainment 1999 - 2002
Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Money Guide Pro, Financial Analysis, Asset Allocation, Retirement, Investment Strategies, Personal Financial..., Investment Management, Wealth Management..., High Net Worth..., Portfolio Management, Strategic Financial..., 401k
Education
Indiana University Bloomington 1995 — 1999
BS, Sports Marketing and Management
BKD CPAs & Advisors October 2012 - Present
JP Morgan January 2006 - October 2012
Morgan Stanley April 2004 - January 2006
Streetwise Promotions 2002 - April 2004
TBA Entertainment 1999 - 2002
Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Money Guide Pro, Financial Analysis, Asset Allocation, Retirement, Investment Strategies, Personal Financial..., Investment Management, Wealth Management..., High Net Worth..., Portfolio Management, Strategic Financial..., 401k
Education
Indiana University Bloomington 1995 — 1999
BS, Sports Marketing and Management
Reidan Cruz's J.P. Morgan Experience 1990 - 1994
Job Managing Director at GCA Savvian
Industry Financial Services
Experience
GCA Savvian September 2015 - Present
The Carlyle Group January 2014 - August 2015
KRG Capital August 2012 - December 2013
Probitas Partners February 2002 - June 2012
Merrill Lynch 1994 - January 2002
JP Morgan 1990 - 1994
Skills
Investments, Buyouts, Due Diligence, Mezzanine, Asset Managment, Investment Banking, Fund Of Funds, Private Equity Funding, Institutional Investors
Education
Hofstra University
BBA, Management Information Systems
Pace University - Lubin School of Business
MBA, Finance
GCA Savvian September 2015 - Present
The Carlyle Group January 2014 - August 2015
KRG Capital August 2012 - December 2013
Probitas Partners February 2002 - June 2012
Merrill Lynch 1994 - January 2002
JP Morgan 1990 - 1994
Skills
Investments, Buyouts, Due Diligence, Mezzanine, Asset Managment, Investment Banking, Fund Of Funds, Private Equity Funding, Institutional Investors
Education
Hofstra University
BBA, Management Information Systems
Pace University - Lubin School of Business
MBA, Finance
Patrick Joseph-Pauline's J.P. Morgan Experience January 2014 - Present
Job Associate at JP Morgan
Industry Computer Software
Experience
JP Morgan January 2014 - Present
JP Morgan January 2010 - January 2014
Macrovision July 2006 - January 2010
Information Builders October 1997 - July 2006
Netamorphasis June 1996 - October 1997
Skills
Java
Education
Hofstra University 1993 — 1997
BS, Computer Science
JP Morgan January 2014 - Present
JP Morgan January 2010 - January 2014
Macrovision July 2006 - January 2010
Information Builders October 1997 - July 2006
Netamorphasis June 1996 - October 1997
Skills
Java
Education
Hofstra University 1993 — 1997
BS, Computer Science
Paul Bouchard's J.P. Morgan Experience March 2008 - March 2010
Job Vice President Global Risk Technology at Bank of America
Industry Financial Services
Experience
Bank of America February 2012 - Present
MF Global April 2010 - March 2012
JP Morgan March 2008 - March 2010
Bear Stearns July 2006 - March 2008
Bear Stearns July 2004 - December 2006
Wachovia Securities, LLC 2003 - 2004
Prudential Securities November 1999 - 2004
Skills
Fixed Income, Prime Brokerage, Trading Systems, Derivatives, Equities, Electronic Trading, Series 7, Bloomberg, Middle Office, Securities, Options, Capital Markets, Investment Banking, Swaps, Credit Derivatives, Hedge Funds, FX Options, Market Data, Trading, Equity Derivatives, Relationship Management, Structured Products, Series 63, Risk Management, Bonds, Back Office, Settlement, Business Analysis, Financial Services, Alternative Investments, Financial Markets, Operational Risk, Interest Rate..., Market Risk, Collateral Management, Equity Trading, Commodity, Finance, Asset Management, Securities Lending
Education
Pace University - Lubin School of Business 2003 — 2006
MBA, Finance and Investment Management
Hofstra University 1994 — 1998
BBA, Business Computer Information Systems
Bank of America February 2012 - Present
MF Global April 2010 - March 2012
JP Morgan March 2008 - March 2010
Bear Stearns July 2006 - March 2008
Bear Stearns July 2004 - December 2006
Wachovia Securities, LLC 2003 - 2004
Prudential Securities November 1999 - 2004
Skills
Fixed Income, Prime Brokerage, Trading Systems, Derivatives, Equities, Electronic Trading, Series 7, Bloomberg, Middle Office, Securities, Options, Capital Markets, Investment Banking, Swaps, Credit Derivatives, Hedge Funds, FX Options, Market Data, Trading, Equity Derivatives, Relationship Management, Structured Products, Series 63, Risk Management, Bonds, Back Office, Settlement, Business Analysis, Financial Services, Alternative Investments, Financial Markets, Operational Risk, Interest Rate..., Market Risk, Collateral Management, Equity Trading, Commodity, Finance, Asset Management, Securities Lending
Education
Pace University - Lubin School of Business 2003 — 2006
MBA, Finance and Investment Management
Hofstra University 1994 — 1998
BBA, Business Computer Information Systems
Matthew Saltzman's J.P. Morgan Experience 2006 - 2007
Job CEO at Pallas Partners Inc..
Industry Financial Services
Experience
Pallas Partners Inc.. November 2007 - Present
JP Morgan 2006 - 2007
Todd Investment Advisors January 2005 - September 2006
Mercury Wealth Management Ltd 2002 - 2005
Prudential Financial 1995 - 2000
Skills
Strategic Planning, Finance, Leadership Development, Sales, Marketing, Capital Structure, Investments, Wealth Management, Portfolio Management, Mergers, Start-ups, Venture Capital, Financial Modeling, Financial Analysis, Due Diligence, Mergers & Acquisitions, Risk Management, Strategy, Leadership, Executive Management, Management, Banking, Management Consulting
Education
University of Connecticut 1989 — 1991
MBA, Finance
Hobart and William Smith Colleges 1978 — 1982
BA, Economics/Political Science
Pallas Partners Inc.. November 2007 - Present
JP Morgan 2006 - 2007
Todd Investment Advisors January 2005 - September 2006
Mercury Wealth Management Ltd 2002 - 2005
Prudential Financial 1995 - 2000
Skills
Strategic Planning, Finance, Leadership Development, Sales, Marketing, Capital Structure, Investments, Wealth Management, Portfolio Management, Mergers, Start-ups, Venture Capital, Financial Modeling, Financial Analysis, Due Diligence, Mergers & Acquisitions, Risk Management, Strategy, Leadership, Executive Management, Management, Banking, Management Consulting
Education
University of Connecticut 1989 — 1991
MBA, Finance
Hobart and William Smith Colleges 1978 — 1982
BA, Economics/Political Science
Eric Moore's J.P. Morgan Experience 2002 - 2004
Job President Trade Informatics
Industry Investment Management
Experience
Trade Informatics June 2014 - Present
Peak6 May 2008 - December 2012
JP Morgan 2002 - 2004
Merrill Lynch 1999 - 2002
Merrill Lynch 1993 - 1996
O'Connor and Associates 1987 - 1991
Skills
Equities, Trading, Program Trading, Derivatives, Options, Trading Systems, Capital Markets, Electronic Trading, Equity Derivatives, Bloomberg, Fixed Income, Hedge Funds, Series 7, Portfolio Management, Risk Management, Financial Markets
Education
Indiana University Bloomington 1983 — 1987
BS-Honors, Business-Finance
Trade Informatics June 2014 - Present
Peak6 May 2008 - December 2012
JP Morgan 2002 - 2004
Merrill Lynch 1999 - 2002
Merrill Lynch 1993 - 1996
O'Connor and Associates 1987 - 1991
Skills
Equities, Trading, Program Trading, Derivatives, Options, Trading Systems, Capital Markets, Electronic Trading, Equity Derivatives, Bloomberg, Fixed Income, Hedge Funds, Series 7, Portfolio Management, Risk Management, Financial Markets
Education
Indiana University Bloomington 1983 — 1987
BS-Honors, Business-Finance
Eric Carmeli's J.P. Morgan Experience
Job Associate
Industry Investment Banking
Greg Shevlin's J.P. Morgan Experience May 1994 - Present
Job Executive Director at JP Morgan
Industry Investment Management
Experience
JP Morgan May 1994 - Present
Education
Hofstra University
Master of Business Administration (M.B.A.), Finance, General
JP Morgan May 1994 - Present
Education
Hofstra University
Master of Business Administration (M.B.A.), Finance, General
Stephen Potucek's J.P. Morgan Experience January 2002 - April 2006
Job Application Management / Systems Engineer at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital April 2006 - Present
JP Morgan January 2002 - April 2006
Skills
Application Lifecycle..., Investment Banking, Trading Systems, Fixed Income, Derivatives
Education
Hofstra University
New York Institute of Technology
Barclays Capital April 2006 - Present
JP Morgan January 2002 - April 2006
Skills
Application Lifecycle..., Investment Banking, Trading Systems, Fixed Income, Derivatives
Education
Hofstra University
New York Institute of Technology
Yogesh Kher's J.P. Morgan Experience August 1996 - March 2006
Job Managing Director and Head of Market Risk Management at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. December 2008 - Present
Lehman Brothers March 2006 - March 2010
JP Morgan August 1996 - March 2006
Education
Polytechnic Institute of New York University 1995 — 1996
MS, Financial Engineering
Jamnalal Bajaj Institute of Management Studies 1988 — 1990
MMS, Finance
Indian Institute of Technology, Bombay 1983 — 1987
Bachelor's Degree, Materials Science
Mizuho Securities USA Inc. December 2008 - Present
Lehman Brothers March 2006 - March 2010
JP Morgan August 1996 - March 2006
Education
Polytechnic Institute of New York University 1995 — 1996
MS, Financial Engineering
Jamnalal Bajaj Institute of Management Studies 1988 — 1990
MMS, Finance
Indian Institute of Technology, Bombay 1983 — 1987
Bachelor's Degree, Materials Science
Jessica Kindle's J.P. Morgan Experience May 2011 - March 2013
Job Enterprise Account Manager at Brink’s
Industry Financial Services
Experience
Brink’s March 2013 - Present
JP Morgan May 2011 - March 2013
JP Morgan September 2008 - April 2011
JP Morgan Chase January 2003 - September 2008
JP Morgan Chase May 2000 - January 2003
Skills
Banking, Credit, Insurance, Loans, Portfolio Management, Finance, Sales, Mortgage Lending, Retail Banking, Small Business Lending, Consumer Lending, Risk Management, Wealth Management, Private Banking, Retirement Planning, Strategic Negotiations, Business Development, Strategic Partnerships, Logistics, Market Planning, Account Management, Solution Selling, Supply Chain Management, Treasury Management, Cash Flow Management
Education
Indiana University - Kelley School of Business 1996 — 2000
B.A., Marketing, Distribution, and International Studies
Brink’s March 2013 - Present
JP Morgan May 2011 - March 2013
JP Morgan September 2008 - April 2011
JP Morgan Chase January 2003 - September 2008
JP Morgan Chase May 2000 - January 2003
Skills
Banking, Credit, Insurance, Loans, Portfolio Management, Finance, Sales, Mortgage Lending, Retail Banking, Small Business Lending, Consumer Lending, Risk Management, Wealth Management, Private Banking, Retirement Planning, Strategic Negotiations, Business Development, Strategic Partnerships, Logistics, Market Planning, Account Management, Solution Selling, Supply Chain Management, Treasury Management, Cash Flow Management
Education
Indiana University - Kelley School of Business 1996 — 2000
B.A., Marketing, Distribution, and International Studies
Narayan Balaji's J.P. Morgan Experience January 2004 - December 2004
Job Senior Technical Architect
Industry Financial Services
Experience
CLS Group. January 2014 - Present
Bloomberg March 2012 - December 2013
Credit Suisse August 2009 - February 2012
Citigroup January 2005 - August 2009
JP Morgan January 2004 - December 2004
Tradeware July 2003 - December 2003
Citigroup March 2001 - July 2003
Primex January 2001 - March 2001
Anixter October 2000 - December 2000
UBS January 2000 - September 2000
Skills
Core Java, Swing, Objective-C, Android, Mobile Applications, Electronic Trading, Front Office, Front-end Development, Open Source, Messaging, Cash Trading, Program Trading, RIA, Index Arbitrage, Market Making, Agency Trading, Trading, Asset Management, Trading Systems, Derivatives, Fixed Income
Education
CQF 2008 — 2008
Quant
Indian Institute of Technology, Madras 1989 — 1991
M.Tech, Electrical and Electronics
CLS Group. January 2014 - Present
Bloomberg March 2012 - December 2013
Credit Suisse August 2009 - February 2012
Citigroup January 2005 - August 2009
JP Morgan January 2004 - December 2004
Tradeware July 2003 - December 2003
Citigroup March 2001 - July 2003
Primex January 2001 - March 2001
Anixter October 2000 - December 2000
UBS January 2000 - September 2000
Skills
Core Java, Swing, Objective-C, Android, Mobile Applications, Electronic Trading, Front Office, Front-end Development, Open Source, Messaging, Cash Trading, Program Trading, RIA, Index Arbitrage, Market Making, Agency Trading, Trading, Asset Management, Trading Systems, Derivatives, Fixed Income
Education
CQF 2008 — 2008
Quant
Indian Institute of Technology, Madras 1989 — 1991
M.Tech, Electrical and Electronics
Jason Pelhank's J.P. Morgan Experience 2001 - 2010
Job Vice President Global Compliance Strategy & Solutions
Industry Investment Banking
Experience
Barclays Investment Bank February 2010 - Present
JP Morgan Chase 2001 - February 2010
JP Morgan 2001 - 2010
Skills
Derivatives, FX Options, Equities, Fixed Income, Banking, Risk Management, Investment Banking, Portfolio Management, Investments, Financial Services, Financial Analysis, Capital Markets
Education
Illinois State University 1996 — 2000
Economics
Barclays Investment Bank February 2010 - Present
JP Morgan Chase 2001 - February 2010
JP Morgan 2001 - 2010
Skills
Derivatives, FX Options, Equities, Fixed Income, Banking, Risk Management, Investment Banking, Portfolio Management, Investments, Financial Services, Financial Analysis, Capital Markets
Education
Illinois State University 1996 — 2000
Economics
Cliff Hayden's J.P. Morgan Experience 2002 - Present
Job Business Risk Management at JPMorgan
Industry Investment Management
Experience
JP Morgan 2002 - Present
Skills
Asset Managment, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Alternative Investments, Investment Management, Equities, Asset Management, Mutual Funds, Bloomberg, Risk Management
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Business Strategy
Illinois State University 1978 — 1985
BS, Accounting
JP Morgan 2002 - Present
Skills
Asset Managment, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Alternative Investments, Investment Management, Equities, Asset Management, Mutual Funds, Bloomberg, Risk Management
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Business Strategy
Illinois State University 1978 — 1985
BS, Accounting
John H. Tobin's J.P. Morgan Experience August 2001 - Present
Job MD Head of Global Liquidity Portfolio Management at JP Morgan
Industry Banking
Experience
JP Morgan August 2001 - Present
State Street Bank March 1999 - August 2001
Skills
Portfolio Management, Fixed Income, Capital Markets, Asset Management, Bonds, Securities, Risk Management, Financial Analysis, Financial Services
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (M.B.A.)
Hofstra University
BBA-Finance
JP Morgan August 2001 - Present
State Street Bank March 1999 - August 2001
Skills
Portfolio Management, Fixed Income, Capital Markets, Asset Management, Bonds, Securities, Risk Management, Financial Analysis, Financial Services
Education
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (M.B.A.)
Hofstra University
BBA-Finance
John Stacconi's J.P. Morgan Experience June 2008 - December 2009
Job Managing DirectorGlobal Treasurer at Jefferies & Company
Industry Banking
Experience
Jefferies & Company January 2012 - Present
Nomura January 2010 - December 2011
JP Morgan June 2008 - December 2009
Bear Stearns July 1985 - May 2008
Skills
Electronic Trading, Private Equity, Emerging Markets, Corporate Finance, Hedge Funds, Financial Services, Financial Markets, Management, Capital Markets, Financial Modeling, Options, Treasury Management, Series 7, Financial Structuring, Equities, Asset Management, Structured Finance, Securities, Trading, Investment Banking, Derivatives, Bonds, Valuation, Fixed Income, Portfolio Management, Prime Brokerage, Bloomberg, Equity Research, Due Diligence, Credit Risk, Equity Derivatives, Risk Management, FX Options, Asset Managment, Finance, Structured Products, Credit Derivatives, Financial Analysis, Alternative Investments, Trading Systems, Banking, Financial Risk, Series 63, Investments, Mergers & Acquisitions, Middle Office, Funding
Education
Hofstra University 1981 — 1985
Bachelor’s Degree, Finance and Economics
Schreiber High School 1978 — 1981
Jefferies & Company January 2012 - Present
Nomura January 2010 - December 2011
JP Morgan June 2008 - December 2009
Bear Stearns July 1985 - May 2008
Skills
Electronic Trading, Private Equity, Emerging Markets, Corporate Finance, Hedge Funds, Financial Services, Financial Markets, Management, Capital Markets, Financial Modeling, Options, Treasury Management, Series 7, Financial Structuring, Equities, Asset Management, Structured Finance, Securities, Trading, Investment Banking, Derivatives, Bonds, Valuation, Fixed Income, Portfolio Management, Prime Brokerage, Bloomberg, Equity Research, Due Diligence, Credit Risk, Equity Derivatives, Risk Management, FX Options, Asset Managment, Finance, Structured Products, Credit Derivatives, Financial Analysis, Alternative Investments, Trading Systems, Banking, Financial Risk, Series 63, Investments, Mergers & Acquisitions, Middle Office, Funding
Education
Hofstra University 1981 — 1985
Bachelor’s Degree, Finance and Economics
Schreiber High School 1978 — 1981
Thomas A. Floro, CAPM, MBA's J.P. Morgan Experience March 2006 - January 2009
Job Vice President / Institutional Relationship Manager at JP Morgan
Industry Financial Services
Experience
Citibank 2010 - 2010
JP Morgan March 2006 - January 2009
Bank of New York Mellon January 1996 - March 2006
JP Morgan July 1989 - January 1996
Education
Stony Brook University 2009 — 2009
Certificates in Project Management & Business Analysis
Pace University 1998 — 2000
MBA, Financial Management
Hofstra University 1987 — 1989
BBA, Finance / Banking
SUNY at Farmingdale 1985 — 1987
AS, Liberal Arts
Citibank 2010 - 2010
JP Morgan March 2006 - January 2009
Bank of New York Mellon January 1996 - March 2006
JP Morgan July 1989 - January 1996
Education
Stony Brook University 2009 — 2009
Certificates in Project Management & Business Analysis
Pace University 1998 — 2000
MBA, Financial Management
Hofstra University 1987 — 1989
BBA, Finance / Banking
SUNY at Farmingdale 1985 — 1987
AS, Liberal Arts
Kay Booth's J.P. Morgan Experience June 2008 - January 2009
Job Board Director/Trustee at Prudential Insurance Funds
Industry Venture Capital & Private Equity
Experience
Prudential Insurance Funds January 2013 - Present
Finanical Accounting Standards Advisory Council (FASAC) January 2012 - Present
Trinity Private Equity Group June 2011 - Present
Golden Seeds Fund LP December 2010 - Present
Cappello Waterfield & Co., LLC January 2012 - May 2014
J.P. Morgan June 2008 - January 2009
JPMorgan 2008 - 2009
JP Morgan 2008 - 2009
Bear Stearns January 1995 - March 2008
Bear Stearns January 1995 - January 2008
Skills
Strong executive..., creating a vision, initiating tasks, Private Equity, Financial Risk, Investment Banking, Goal Setting, Vision, Mergers, Strategy, Investment Management, Due Diligence, Equities, Securities, Equity Research, Mergers & Acquisitions, Executive Management, Emerging Markets, Hedge Funds, Venture Capital, Portfolio Management
Education
Indiana University Bloomington 1968 — 1972
BA, Fine Arts
Prudential Insurance Funds January 2013 - Present
Finanical Accounting Standards Advisory Council (FASAC) January 2012 - Present
Trinity Private Equity Group June 2011 - Present
Golden Seeds Fund LP December 2010 - Present
Cappello Waterfield & Co., LLC January 2012 - May 2014
J.P. Morgan June 2008 - January 2009
JPMorgan 2008 - 2009
JP Morgan 2008 - 2009
Bear Stearns January 1995 - March 2008
Bear Stearns January 1995 - January 2008
Skills
Strong executive..., creating a vision, initiating tasks, Private Equity, Financial Risk, Investment Banking, Goal Setting, Vision, Mergers, Strategy, Investment Management, Due Diligence, Equities, Securities, Equity Research, Mergers & Acquisitions, Executive Management, Emerging Markets, Hedge Funds, Venture Capital, Portfolio Management
Education
Indiana University Bloomington 1968 — 1972
BA, Fine Arts
Kartik Misra's J.P. Morgan Experience 2008 - Present
Job Vice President at JP Morgan
Industry Capital Markets
Experience
JP Morgan 2008 - Present
Skills
Valuation, Financial Modeling, Strategic Insights, Key Account..., Cross-functional Team..., Business Strategy, Investment Banking
Education
Indian Institute of Management, Ahmedabad 2006 — 2008
MBA
JP Morgan 2008 - Present
Skills
Valuation, Financial Modeling, Strategic Insights, Key Account..., Cross-functional Team..., Business Strategy, Investment Banking
Education
Indian Institute of Management, Ahmedabad 2006 — 2008
MBA
Jessica Polo Basha's J.P. Morgan Experience 2004 - 2006
Job Compliance Officer at Flow Traders
Industry Financial Services
Experience
Flow Traders February 2013 - Present
Flow Traders October 2009 - January 2013
Goldman Sachs July 2006 - December 2008
JP Morgan 2004 - 2006
Smith Barney 2002 - 2004
Skills
Back Office, Series 7, Proprietary Trading, Series 63, Middle Office, Securities, Equities, Derivatives
Education
Immaculata University 1997 — 2001
International Business with a Forein Language (French) with Finance as a Minor, International Business/ Economics
English College
Flow Traders February 2013 - Present
Flow Traders October 2009 - January 2013
Goldman Sachs July 2006 - December 2008
JP Morgan 2004 - 2006
Smith Barney 2002 - 2004
Skills
Back Office, Series 7, Proprietary Trading, Series 63, Middle Office, Securities, Equities, Derivatives
Education
Immaculata University 1997 — 2001
International Business with a Forein Language (French) with Finance as a Minor, International Business/ Economics
English College
Vito Coletto's J.P. Morgan Experience August 1987 - January 2000
Job at
Industry Financial Services
Steven Sieni's J.P. Morgan Experience June 2008 - May 2011
Job at Perry Capital
Industry Investment Banking
Experience
Perry Capital May 2011 - Present
JP Morgan June 2008 - May 2011
Merrill Lynch May 2007 - May 2008
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Derivatives, Alternative Investments, Risk Management, Prime Brokerage, Options, Investment Banking, Capital Markets, Communication Skills, Securities
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Perry Capital May 2011 - Present
JP Morgan June 2008 - May 2011
Merrill Lynch May 2007 - May 2008
Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Derivatives, Alternative Investments, Risk Management, Prime Brokerage, Options, Investment Banking, Capital Markets, Communication Skills, Securities
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Maureen Greco, CFA's J.P. Morgan Experience June 1994 - August 2003
Job Director at Greencoast Capital Partners LLC
Industry Capital Markets
Experience
Greencoast Capital Partners LLC April 2011 - October 2012
Morgan Stanley March 2007 - January 2009
FTC 2009 - 2009
Merrill Lynch September 2003 - February 2007
JP Morgan June 1994 - August 2003
Education
Chartered Financial Analyst 2008 — 2008
CFA, Finance
JP Morgan Global Markets Training Program 2000 — 2000
Finance
Hofstra University 1989 — 1994
BBA, Finance
Greencoast Capital Partners LLC April 2011 - October 2012
Morgan Stanley March 2007 - January 2009
FTC 2009 - 2009
Merrill Lynch September 2003 - February 2007
JP Morgan June 1994 - August 2003
Education
Chartered Financial Analyst 2008 — 2008
CFA, Finance
JP Morgan Global Markets Training Program 2000 — 2000
Finance
Hofstra University 1989 — 1994
BBA, Finance
Anne Stabile's J.P. Morgan Experience January 1998 - August 2012
Job Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets September 2012 - Present
JP Morgan January 1998 - August 2012
Salomon Brothers January 1991 - December 1997
Skills
Series 7, Series 63, Derivatives, Electronic Trading, Series 3
Education
Hofstra University 1986 — 1989
MBA
RBC Capital Markets September 2012 - Present
JP Morgan January 1998 - August 2012
Salomon Brothers January 1991 - December 1997
Skills
Series 7, Series 63, Derivatives, Electronic Trading, Series 3
Education
Hofstra University 1986 — 1989
MBA
Dan Shaw, CFP's J.P. Morgan Experience 2000 - Present
Job Sr. Portfolio Manager at JP Morgan
Industry Investment Management
Experience
JP Morgan 2000 - Present
Bank One March 1997 - September 2000
Bank One November 1995 - March 1997
South Side Trust and Savings Bank May 1995 - November 1995
American Express Financial Advisors October 1991 - May 1995
Capitol Group. October 1989 - October 1991
Continental Airlines September 1978 - October 1989
Education
University of Phoenix 1985 — 1987
B.S., Business Administration
Illinois Central College 1977 — 1980
A.A., Accounting
JP Morgan 2000 - Present
Bank One March 1997 - September 2000
Bank One November 1995 - March 1997
South Side Trust and Savings Bank May 1995 - November 1995
American Express Financial Advisors October 1991 - May 1995
Capitol Group. October 1989 - October 1991
Continental Airlines September 1978 - October 1989
Education
University of Phoenix 1985 — 1987
B.S., Business Administration
Illinois Central College 1977 — 1980
A.A., Accounting
Jeremy Slansky's J.P. Morgan Experience January 2013 - February 2015
Job Business Architecture and Change Management
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
JP Morgan January 2013 - February 2015
JP Morgan June 2010 - January 2013
Markit June 2009 - June 2010
Goldman Sachs August 2005 - June 2009
Morgan Stanley January 2004 - August 2005
Natsource 2001 - 2003
Skills
Credit Derivatives, Reference Data, Commodity Markets, Exotic Derivatives, Middle Office, Trading Systems, Structured Products, Market Data, Back Office, Dodd-Frank, Operational Risk, Interest Rate..., ISDA, Financial Regulation, Swaps, Derivatives, CDS, Hedge Funds, Trading
Education
Hofstra University 1999 — 2001
BS
Goldman Sachs February 2015 - Present
JP Morgan January 2013 - February 2015
JP Morgan June 2010 - January 2013
Markit June 2009 - June 2010
Goldman Sachs August 2005 - June 2009
Morgan Stanley January 2004 - August 2005
Natsource 2001 - 2003
Skills
Credit Derivatives, Reference Data, Commodity Markets, Exotic Derivatives, Middle Office, Trading Systems, Structured Products, Market Data, Back Office, Dodd-Frank, Operational Risk, Interest Rate..., ISDA, Financial Regulation, Swaps, Derivatives, CDS, Hedge Funds, Trading
Education
Hofstra University 1999 — 2001
BS
Maureen Sullivan's J.P. Morgan Experience April 2007 - October 2010
Job Managing DirectorBAML
Industry Banking
Experience
Bank of America October 2010 - Present
JP Morgan April 2007 - October 2010
Citigroup 1993 - 2007
Education
Indiana University Bloomington 1974 — 1978
BS, Finance
Bank of America October 2010 - Present
JP Morgan April 2007 - October 2010
Citigroup 1993 - 2007
Education
Indiana University Bloomington 1974 — 1978
BS, Finance
Dianne O'Boyle's J.P. Morgan Experience June 2011 - August 2012
Job Director, Relationship Management
Industry Financial Services
Experience
CLS Group. August 2012 - Present
JP Morgan June 2011 - August 2012
JP Morgan June 2008 - May 2011
JP Morgan June 2004 - June 2008
JP Morgan June 1983 - June 2004
Time Warner Cable June 1982 - June 1983
Skills
Manage Client..., Sales, Program Management, Project Management, Product Development, Product Management, Business Transformation, Management Consulting, Business Process..., Relationship Management, Revenue Enhancement, Change Management, PMO, Cross-functional Team..., Treasury Management, Securities Market, Business Process..., Business Analysis
Education
New York University 2002 — 2003
Professional Certification, e-Security
Hofstra University 1978 — 1982
BBA, Accounting
CLS Group. August 2012 - Present
JP Morgan June 2011 - August 2012
JP Morgan June 2008 - May 2011
JP Morgan June 2004 - June 2008
JP Morgan June 1983 - June 2004
Time Warner Cable June 1982 - June 1983
Skills
Manage Client..., Sales, Program Management, Project Management, Product Development, Product Management, Business Transformation, Management Consulting, Business Process..., Relationship Management, Revenue Enhancement, Change Management, PMO, Cross-functional Team..., Treasury Management, Securities Market, Business Process..., Business Analysis
Education
New York University 2002 — 2003
Professional Certification, e-Security
Hofstra University 1978 — 1982
BBA, Accounting
Colleen Ignacio's J.P. Morgan Experience March 2010 - June 2011
Job External Investment Consultant, Vice President at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors May 2014 - Present
Guggenheim Investments June 2011 - May 2014
JP Morgan March 2010 - June 2011
DWS/Deutsche Bank 2006 - 2009
DWS Scudder 2003 - 2006
Skills
Mutual Funds, Investments, Investment Management, Financial Services, Series 63, Asset Allocation
Education
Illinois Institute of Technology
BS, Chemical Engineering
The University of Texas at Austin
Computer Science - Programming
Allianz Global Investors May 2014 - Present
Guggenheim Investments June 2011 - May 2014
JP Morgan March 2010 - June 2011
DWS/Deutsche Bank 2006 - 2009
DWS Scudder 2003 - 2006
Skills
Mutual Funds, Investments, Investment Management, Financial Services, Series 63, Asset Allocation
Education
Illinois Institute of Technology
BS, Chemical Engineering
The University of Texas at Austin
Computer Science - Programming
Bernadette Conway's J.P. Morgan Experience April 2011 - May 2013
Job Reef Road Capital
Industry Investment Banking
Experience
Reef Road Capital May 2013 - Present
JP Morgan April 2011 - May 2013
Sapient Global Markets June 2009 - April 2011
Cerberus Capital Management October 2008 - March 2009
JP Morgan July 1994 - October 2008
Education
Hofstra University 1990 — 1994
BBA, Banking & Finance
Reef Road Capital May 2013 - Present
JP Morgan April 2011 - May 2013
Sapient Global Markets June 2009 - April 2011
Cerberus Capital Management October 2008 - March 2009
JP Morgan July 1994 - October 2008
Education
Hofstra University 1990 — 1994
BBA, Banking & Finance
Blair Fuchs, AIF®'s J.P. Morgan Experience May 1989 - September 2000
Job Everest Wealth Management
Industry Financial Services
Experience
Everest Wealth Management August 2009 - Present
Merrill Lynch September 2000 - July 2009
JP Morgan May 1989 - September 2000
First Chicago 1989 - 2000
Education
Illinois State University 1988 — 1990
B.S., Finance
Everest Wealth Management August 2009 - Present
Merrill Lynch September 2000 - July 2009
JP Morgan May 1989 - September 2000
First Chicago 1989 - 2000
Education
Illinois State University 1988 — 1990
B.S., Finance
Tripuresh Mishra's J.P. Morgan Experience October 2014 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
JP Morgan October 2012 - September 2014
Bank of America Merrill Lynch August 2010 - September 2012
Progress Software May 2009 - July 2010
Oracle Corporation June 2006 - May 2009
Skills
Analytics, Business Analysis, Java, C++, Agile Methodologies, SQL, Software Project..., JavaScript, Python, Microsoft SQL Server, Unix, Programming, C#, SDLC
Education
Indian Institute of Technology, Kanpur 2001 — 2006
B.tech-M.tech (Dual), Mechanical Engineering
J.P. Morgan October 2014 - Present
JP Morgan October 2012 - September 2014
Bank of America Merrill Lynch August 2010 - September 2012
Progress Software May 2009 - July 2010
Oracle Corporation June 2006 - May 2009
Skills
Analytics, Business Analysis, Java, C++, Agile Methodologies, SQL, Software Project..., JavaScript, Python, Microsoft SQL Server, Unix, Programming, C#, SDLC
Education
Indian Institute of Technology, Kanpur 2001 — 2006
B.tech-M.tech (Dual), Mechanical Engineering
Eric M. Hecht, MBA's J.P. Morgan Experience August 1990 - March 1993
Job Information Technology Professional
Industry Information Technology and Services
Experience
Information Builders May 2010 - Present
O3 Technology Solutions July 2007 - January 2010
Miles Technology Solutions January 1999 - July 2007
Adaptable Business Systems April 1993 - December 1998
JP Morgan August 1990 - March 1993
Information Builders December 1987 - August 1990
JC Penney October 1986 - November 1987
Doubleday & Co. September 1984 - October 1986
Skills
Business Intelligence, ETL, Business Analysis, CRM, Integration, Management, Analysis, Project Management, Analytics, Leadership
Education
Hofstra University 1985 — 1989
MBA, Banking and Finance
University at Albany, SUNY 1981 — 1984
BS, MIS, Computer Science
Information Builders May 2010 - Present
O3 Technology Solutions July 2007 - January 2010
Miles Technology Solutions January 1999 - July 2007
Adaptable Business Systems April 1993 - December 1998
JP Morgan August 1990 - March 1993
Information Builders December 1987 - August 1990
JC Penney October 1986 - November 1987
Doubleday & Co. September 1984 - October 1986
Skills
Business Intelligence, ETL, Business Analysis, CRM, Integration, Management, Analysis, Project Management, Analytics, Leadership
Education
Hofstra University 1985 — 1989
MBA, Banking and Finance
University at Albany, SUNY 1981 — 1984
BS, MIS, Computer Science
Theresa (Terry) Mormile's J.P. Morgan Experience September 1988 - November 1991
Job Finance Leader | Corporate Financial Planning & Analysis | Strategic Planning | Profitability Reporting
Industry Accounting
Experience
VMC, Inc. January 2014 - January 2015
Express Scripts (formerly Medco Health Solutions) April 2006 - October 2012
Medco Health Solutions April 2003 - April 2006
Medco Health Solutions November 2001 - April 2003
Medco Health Solutions August 1999 - November 2001
Medco Health Solutions April 1994 - August 1999
Medco Health Solutions November 1991 - April 1994
JP Morgan September 1988 - November 1991
Ernst & Young September 1986 - September 1988
Skills
Accounting, Planning, Budgeting, Financial Analysis, Financial Reporting, Strategic Planning, Forecasting, Financial Planning, Financial Modeling, Business Planning, PBM, Strategic Financial..., Auditing, Cost Accounting, Budgets, Project Planning, Management, Analysis, Pharmacy Benefit..., Variance Analysis, Financial Forecasting, Finance, Process Improvement, Operations Management, Corporate Finance, Internal Audit, Business Analysis, Cross-functional Team..., Sarbanes-Oxley
Education
Iona College 1991 — 1994
MBA - Hagan School of Business
Hofstra University 1982 — 1986
BBA
Women Unlimited Inc. - LEAD Program 2009 — 2010
Non Profit Leadership Certificate 2013 — 2013
VMC, Inc. January 2014 - January 2015
Express Scripts (formerly Medco Health Solutions) April 2006 - October 2012
Medco Health Solutions April 2003 - April 2006
Medco Health Solutions November 2001 - April 2003
Medco Health Solutions August 1999 - November 2001
Medco Health Solutions April 1994 - August 1999
Medco Health Solutions November 1991 - April 1994
JP Morgan September 1988 - November 1991
Ernst & Young September 1986 - September 1988
Skills
Accounting, Planning, Budgeting, Financial Analysis, Financial Reporting, Strategic Planning, Forecasting, Financial Planning, Financial Modeling, Business Planning, PBM, Strategic Financial..., Auditing, Cost Accounting, Budgets, Project Planning, Management, Analysis, Pharmacy Benefit..., Variance Analysis, Financial Forecasting, Finance, Process Improvement, Operations Management, Corporate Finance, Internal Audit, Business Analysis, Cross-functional Team..., Sarbanes-Oxley
Education
Iona College 1991 — 1994
MBA - Hagan School of Business
Hofstra University 1982 — 1986
BBA
Women Unlimited Inc. - LEAD Program 2009 — 2010
Non Profit Leadership Certificate 2013 — 2013
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.