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
EY December 2014 - Present
Ernst & Young LLP Global Shared Services Division November 2013 - December 2014
Ernst & Young LLP May 2011 - October 2013
Starlight Investments, LLC June 2009 - May 2011
Halliburton May 2008 - August 2008
SCF Partners March 2008 - May 2008
JP Morgan January 2005 - June 2007
Avalon Consulting October 2003 - January 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Investment Banking, Business Valuation, Investments, Equity Research
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA, Finance and Accounting
University of Mumbai 1999 — 2003
BE, Electronics
JP Morgan March 2008 - November 2012
JPMorgan Chase March 2008 - November 2012
Bear Sterns September 1995 - March 2008
Wagner Stott March 1985 - August 1995
Skills
Middle Office, Derivatives, Fixed Income, Bloomberg, Securities, Investment Banking, Capital Markets, Financial Services, Prime Brokerage, Hedge Funds, Options, Back Office, Settlement, Bonds, Series 7, Series 63, Mutual Funds, Trading Systems, Corporate Actions, Electronic Trading, FX Options, Portfolio Management, Equity Derivatives, Relationship Management
Education
Laguardia Community College 1972 — 1974
Associate of Arts and Sciences (AAS), Computer programing, 3.44 GPF
Wolters Kluwer June 2015 - Present
KPMG US June 2012 - June 2015
KPMG Global Services (KGS) March 2009 - May 2012
The Smart Cube October 2006 - February 2009
JP Morgan May 2006 - October 2006
GE Capital January 2003 - December 2003
Ambica Exports June 2000 - January 2003
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Management Consulting, Mergers, Business Analysis, Due Diligence, Market Research, Team Management, Competitive Analysis, Business Strategy, Mergers & Acquisitions, Business Development, Management, Strategy, Finance, Emerging Markets, Consulting, Private Equity, Market Analysis, Analysis, Analytics, Leadership
Education
International Management Institute - IMI 2004 — 2006
MBA, Finance, Strategy
Commerce College University of Rajasthan 1997 — 2000
Bachelor's Degree, Commerce - Accounting and Business Statistics Hons.
Agilex Technologies January 2014 - Present
TIAA-CREF April 2012 - December 2013
JP MORGAN June 2005 - May 2012
US Central February 2001 - June 2005
Sprint Nextel April 1995 - February 2001
Distributed Interactive Simulation Institute August 1992 - March 1995
Skills
Leading and mentoring..., Consensus building,..., Partnership with..., SDLC Agile (4+years),..., Sprint/Scrum Planning,..., SOA, J2EE, CORBA, WS..., Language: Java , C++, C, Spring 3,0 (Core, Data..., J2EE apllication..., MVC(jsp, servlets,..., jsp tags, jstl, tiles, SVN, MKS, Starteam, RTC, Enterprise Service Bus, JPA-ORM (Hibernate,..., Code review(Sonar, PMD), Testing framework(..., Riskfort, Siteminder, SDLC, Agile Methodologies, Spring, SOA, Java Enterprise Edition, Java, Enterprise Architecture
Education
Southern Illinois University, Carbondale 1989 — 1991
MS, Computer Science
Jadavpur University 1988 — 1988
BCSE, Computer Science and Engineering
Depthmine Software - creator of ContactSpy September 2010 - Present
ClusterSeven April 2010 - Present
Gemini Fund Administration September 2009 - May 2010
EAssist, LLC January 2008 - June 2009
Clifford Chance US LLP May 2007 - January 2008
Thomson Financial March 2003 - May 2007
Morgan Stanley November 2000 - January 2003
Credit Suisse 1998 - 2000
JP Morgan 1996 - 1998
Financial Times / Extel Financial 1989 - 1996
Skills
Business Development, Marketing, Management, Marketing Communications, Hedge Funds, Asset Managment, Investments, Investment Banking, Alternative Investments, End User Computing (EUC), Sales, Sales Management, Salesforce.com, Enterprise Software, Objective-C, PHP, MySQL, JavaScript, HTML, CSS, Asset Management, Financial Markets, Sales Process, Start-ups, Leadership, Risk Management, Financial Services, Selling
Education
Kingston University 1985 — 1987
MBA
Kingston University 1981 — 1985
BSc Hons (1st), Electronic Systems Engineering
Citi June 2014 - May 2015
JPMorgan Chase April 2012 - June 2014
JP Morgan February 2011 - May 2011
PricewaterhouseCoopers May 2008 - July 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Equity Research, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Derivatives, Equities, Banking, Financial Markets, DCF
Education
IBS Mumbai 2010 — 2012
Master of Business Administration (MBA), Finance
Jai Hind College 2005 — 2008
Bachelor of Management Studies, Finance
Hiranandani Foundation School
ICSE
Argentière Capital August 2014 - Present
J.P. Morgan July 2011 - July 2014
JP Morgan July 2007 - June 2011
J.P. Morgan June 2006 - August 2006
AEGON August 2005 - January 2006
Education
Iowa State University 2002 — 2007
Bachelor of Science, Business; Finance, Accounting, Mathematics
University of Newcastle 2004 — 2004
Study Abroad - Australia, Finance
J.P. Morgan June 1987 - Present
JP Morgan 1987 - Present
Education
Pace Universityj 1996 — 1998
Computer Science
Katherine Gibbs School 1986 — 1987
Certificate, Administrative Assistant and Secretarial Science, General
Middlesex County College 1982 — 1983
Certified Dental Assistant, Dental Assisting Studies
Montclair State University 1980 — 1982
Commercial Recreation Travel and Tourism
Futures and Forex Trader September 1999 - Present
ACN 1992 - 1998
JP Morgan 1991 - 1993
Skills
FX, Trading, Accounting, Tax, FX Options, Commodity, Technical Analysis, Business Strategy, Equities, E-commerce, Investments, Financial Analysis, Financial Markets, Strategy, Mergers, Account Management, Small Business, Entrepreneurship, PowerPoint, Budgets, Derivatives, Negotiation, FX trading, Insurance, Leadership, Trading Systems, Loans, ERP, Risk Management, Accounts Payable, Accounts Receivable, Team Building, Trading Strategies, New Business Development, Pricing, Contract Negotiation, QuickBooks, Customer Service, Corporate Finance, Start-ups, Foreign Exchange, Management, SAP, Valuation, Financial Modeling, Forecasting, Venture Capital, Business Planning, Microsoft Excel, Business Analysis
Education
Kansas State University 1988 — 1991
Bachelor of Science (BS), Accounting
Colby Community College 1986 — 1988
AS, business and engineering
Abilene High School 1983 — 1986
Pacific Global Advisors LLC April 2013 - Present
Pacific Global Advisors LLC August 2011 - March 2013
JP Morgan July 2010 - July 2011
JP Morgan July 2007 - January 2010
CPP Investment Board May 2006 - August 2006
Skills
Hedge Funds, Private Equity, Portfolio Management, Hedging, Capital Markets, Derivatives, Bloomberg, Investments, Due Diligence, Valuation, LDI, Pensions, Financial Modeling, Equities, Equity Research, Emerging Markets, Asset Management, Investment Banking, Alternative Investments, Fixed Income, Corporate Finance, Investment Management, Risk Management, Financial Analysis, Strategy, Trading, Finance, Business Development, Management, Financial Markets
Education
Ivey Business School at Western University 2003 — 2007
HBA, Finance
JP Morgan Chase December 1999 - Present
Info Systems January 1999 - December 1999
Qwest Communications October 1997 - December 1998
JP Morgan November 1985 - October 1997
Manufacturers Hanover Trust October 1982 - November 1985
The Chase Manhattan Bank November 1980 - October 1982
Skills
Cisco Technologies, VoIP, Disaster Recovery, Networking, Data Center, Telecommunications, Integration, Vendor Management, IT Management, Enterprise Architecture, Visio, Business Continuity, ITIL, Infrastructure, Network Architecture, SDLC, Network Security, Risk Management, IT Strategy, TCP/IP, WAN, VMware, Software Documentation, Business Process..., Network Engineering, Troubleshooting, Wireshark, Packet Capture, OPNET
Education
Iona College 1976 — 1980
BA
Cardinal Spellman High School 1972 — 1976
Thomson Reuters 2012 - Present
JP Morgan August 2010 - May 2012
Fiserv July 2008 - August 2010
Fiserv February 2006 - July 2008
Eze Castle Software January 2003 - May 2005
Eze Castle Software July 1997 - January 2003
Skills
Training, Instructional Design, Instructor-led Training, Six Sigma, Product Management, E-Learning, Performance Consulting, Account Management, Leadership, Process Improvement, Coaching, CRM, Project Management, Program Management, Management, Business Analysis, Consulting, Vendor Management, Training Delivery
Education
University of Massachusetts at Amherst - Isenberg School of Management
BBA, Finance
Independent Consultant 2012 - Present
DRW Trading Group 2008 - 2011
Barclays 2001 - 2008
Power Merchants Group 1998 - 2001
JP Morgan 1995 - 1998
Skills
Commodities, Energy, Natural Gas, Energy Trading, Proprietary Trading, Trading Strategies, Trading, Risk, Hedging, Risk Management, Portfolio Management, Derivatives, Pricing, Swaps, Options, Analysis, Fundamental Research, Technical Analysis, Commodity Markets, Commodity, Energy Markets, Investments, Financial Risk, Alternative Investments, Business Strategy, Gas, Financial Markets, FX Options, Strategy, Trading Systems, Equities, Financial Modeling, Valuation, Electronic Trading, Project Finance, Bloomberg, Hedge Funds, Market Risk, Structured Products, Equity Derivatives, Traders, Fixed Income, Quantitative Finance, Currency, Fundamental Analysis, FX trading, Design Strategy, Option Pricing Models, People Skills, Commodity Pools
Education
Iona College 1986 — 1990
BBA, Business Administration
Eastchester High School
BlackRock August 2012 - Present
JP Morgan June 2011 - August 2011
NYSE Euronext June 2010 - August 2010
Posillico Group June 2009 - June 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, SQL, Unix, CCAR
Education
Lehigh University 2008 — 2012
B.S., Integrated Business and Engineering Honors Program, Finance, Accounting, Electrical Engineering
JP Morgan May 2010 - Present
DBFS February 2007 - May 2010
DST Global Solutions December 2002 - February 2007
ABN AMRO Bank N.V. September 2001 - September 2002
DST Global Solutions June 1995 - September 2001
Torchraven June 1994 - May 1995
Pennine medical systems July 1993 - May 1994
Education
Leeds Metropolitan University 1989 — 1993
Bsc hons, Computing, First class honours
Buffalo Manufacturing Works June 2014 - Present
EWI June 2014 - Present
JPMorgan January 2011 - October 2013
JPMorgan June 2008 - February 2011
JP Morgan January 2006 - June 2008
JPMorgan August 2004 - January 2006
The Walt Disney Company August 2002 - August 2004
Education
Lehigh University 2000 — 2004
Bachelor of Science, Industrial Engineering
PricewaterhouseCoopers April 2015 - Present
JP Morgan March 2011 - April 2015
Morgan Stanley Smith Barney June 2009 - June 2011
Smith Barney 2007 - June 2009
Citibank 2004 - 2007
Skills
Financial Services, Segmentation, Analytics, Banking, CRM
Education
James Madison University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration (BBA)
J.P. Morgan June 2013 - Present
Merrill Lynch/Bank of America October 2010 - June 2013
JP Morgan November 2004 - October 2010
Bear Stearns 2004 - 2008
Prudential Financial 2000 - 2004
Skills
Series 7, Securities, Asset Management, Portfolio Management, Asset Allocation, Investment Management, Valuation, Financial Services, Investment Strategies, Investment Advisory, FINRA, Equities, Fixed Income, Alternative Investments, Investments, Vendor Management, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Finance
Silver Management Group February 2009 - Present
JP Morgan 2008 - 2009
JPMorgan Chase 2008 - 2008
Bear Stearns 2004 - 2008
Bear Stearns December 2002 - April 2004
CopyMax December 2001 - December 2002
Lazard Freres & Co. February 1981 - March 2001
Lazard 1981 - 2001
Skills
Prime Brokerage, Fixed Income, Equities, Financial Services, Capital Markets, Investment Banking, Trading Systems, Securities, Bloomberg
Education
Le Moyne College 1974 — 1978
Le Moyne College 1974 — 1976
Hill International, Inc. October 2014 - Present
Gilbane Building Company August 2013 - October 2014
PSC June 2012 - August 2013
Sigma Imaging Technologies May 2011 - August 2011
JP Morgan June 2010 - August 2010
Skills
EES, MathCAD, Labview, Matlab, Inventor, ANSYS, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Mathematica, Engineering, CAD
Education
Lafayette College 2008 — 2012
Bachelor of Science (B.S.), Mechanical Engineering
Lafayette College 2008 — 2012
BS Mechanical Engineering, Mechanical Engineering
Doctors of BC January 2015 - Present
Big Brothers Big Sisters of Canada July 2009 - December 2014
Big Sisters of BC Lower Mainland 2006 - 2009
Family Services of Greater Vancouver 2001 - 2006
Collingwood Consulting 1992 - 2001
RBC Dominion Securities 1988 - 1992
JP Morgan 1984 - 1988
Skills
Non-profits, Volunteer Management, Community Outreach, Fundraising, Nonprofits, Leadership Development, Organizational..., Program Management, Program Development, Governance, Philanthropy, Training, Project Management, Program Evaluation, Leadership, Event Management, Workshop Facilitation, Policy, Strategic Planning, Public Speaking, Coaching, Event Planning, Staff Development, Grant Writing, Community Engagement, Public Relations, Stewardship, Strategic Communications, Community Development, Public Policy
Education
Ivey Business School at Western University
MBA
Rotman School of Management 2012 — 2012
Governance Essentials Program for Not-for-Profit
The University of British Columbia
BA, Political Science
Point Grey Secondary
Iona College September 2015 - Present
Iona College January 2013 - September 2015
Iona College 2003 - 2013
Iona College 2005 - 2012
Iona College 2002 - 2005
Starwood Hotels and Resorts Worldwide, Inc. 2001 - 2001
Junior Achievement of the Hudson Valley, Inc. 1999 - 2001
JP Morgan 1997 - 1999
Skills
Human Resources, Policy, Employee Benefits, Leadership, Nonprofits, Strategy, Government, Event Management, Higher Education, Fundraising, Public Speaking, Event Planning, Program Development, HR Policies, Employee Relations, Organizational..., PeopleSoft, Leadership Development, Onboarding
Education
Iona College 2002 — 2005
MBA
Pace University 1993 — 1997
Bachelor's degree
Realogy September 2006 - Present
The McGraw Hill Companies November 2005 - September 2006
The McGraw Hill Companies November 2001 - October 2005
The McGraw Hill Companies April 1999 - November 2001
The McGraw Hill Companies January 1998 - April 1999
JP Morgan January 1997 - January 1998
JP Morgan August 1993 - January 1997
JP Morgan August 1988 - January 1997
Ernst & Young June 1984 - August 1988
PepsiCo 1981 - 1984
Skills
Vendor Management
Education
Iona College 1977 — 1981
Business Bachelor of Arts
Cresskill High School
JP Morgan January 2009 - Present
BlackRock December 1998 - November 2008
Skills
Valuation, Due Diligence, Investment Properties, Investments, Disposition, Asset Management, Financial Analysis, Real Estate Economics, Real Estate Financing, Real Estate, Acquisitions, Negotiation, Appraisals, Sourcing, Financial Modeling, Capital Markets, Portfolio Management, Alternative Investments
Education
Kean University 1987 — 1992
B.S., Management Science
Integra Partners October 2011 - Present
Vestar Capital Partners January 2008 - December 2010
Capital Z Partners January 2005 - December 2007
Assurant 1999 - 2004
JP Morgan 1998 - 1999
Skills
Private Equity, Strategy, Corporate Finance, M&A experience, Investments, Due Diligence, Corporate Development, Asset Management, Deal Sourcing, Financial Modeling, Financial Planning, Financial Reporting, Strategic Planning, Business Strategy, Accounting, Salesforce.com, MS, Excel, PowerPoint, People Management, Business Valuation, Strategic Financial..., Portfolio Management, Financial Analysis, Valuation
Education
New York University - Leonard N. Stern School of Business
MBA, Finance & Accounting
Lehigh University
BS, Finance
SGI Global Holdings, Ltd. November 2012 - July 2015
Accenture January 2010 - November 2012
Citigroup 2008 - 2010
JP Morgan 2007 - 2008
Ziegler 2004 - 2007
Elite Consulting Services, LLC 2003 - 2004
UBS Wealth Management 2001 - 2003
Catskill Cougars/Canton Crocodiles 1999 - 2001
Skills
Strategic Consulting, Capital Markets, Investment Banking, Credit Analysis, Financial Modeling, Distressed Debt, Municipalities, Debt Restructuring, Structured Finance, Fixed Income, Financial Analysis, Strategy, Leadership, Private Equity, Due Diligence, Financial Structuring, Financial Services, Wealth Management, Emerging Markets, Valuation, Finance, Venture Capital, Hedge Funds, Mergers & Acquisitions, Bloomberg, Equities, Derivatives, Alternative Investments, Bonds, Trading, Securities, Financial Markets, Portfolio Management, Asset Management, Options, Corporate Finance, Start-ups, Business Strategy, Corporate Development, Investor Relations, Project Finance
Education
University of Oxford - Said Business School
Master of Business Administration (MBA), Finance & Strategy
New York University
Certificate, Credit Training/Venture Capital Intensive
Lehigh University
Bachelor's Degree, History
Facebook August 2013 - Present
JP Morgan April 2011 - Present
Bloomberg March 2010 - April 2011
Ask.com September 2007 - April 2010
Ask.com July 2005 - August 2007
MicroStrategy 2005 - 2005
Skills
Machine Learning, Algorithms, Perl, Distributed Systems, Derivatives, Agile Methodologies, C++, Scalability
Education
Rutgers University-New Brunswick 2002 — 2004
Indian Institute of Technology, Varanasi 1998 — 2002
Bachelor of Technology, Computer Science
Kendriya Vidyalaya 1990 — 1995
Goldman Sachs April 2010 - Present
Beyond Nutrition Balanced Solutions (BNBS) February 2009 - April 2010
Beyond Nutrition Balanced Solutions (BNBS) February 2009 - April 2010
Morgan Stanley August 2001 - February 2009
Avistar Communications April 2000 - July 2001
Accenture May 1999 - April 2000
JP Morgan June 1993 - March 1999
Skills
Coaching, Team Building, Employee Engagement, Problem Solving, Strategic Planning, Organizational..., Leadership Development, Healthcare, Change Management, Mentoring, Talent Management, Business Strategy, Executive Coaching, Program Management, Event Planning, Team Leadership, Organizational Design, Career Development, Human Resources, Leadership, Strategy
Education
SUNY Purchase and Institute for Integrative Nutrition 2008 — 2009
CHHC, Nutrition
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance and Accounting
Lafayette College 1989 — 1993
BA, Economics
WEST LANE CAPITAL GROUP January 2006 - Present
JP Morgan October 2000 - October 2004
Allianz 1999 - 2000
BlackRock 1996 - 1998
Eaton Vance February 1989 - July 1996
Delaware Investments, a member of the Macquarie Group 1986 - 1988
paine Webber 1984 - 1986
Skills
Private Equity, Investments, Asset Managment, Investment Banking, Start-ups, Capital, Private Placements, Venture Capital, Alternative Investments, IPO, Capital Raising, Investment Strategies, Asset Management, Mutual Funds, Hedge Funds, Equities, Corporate Development, Investor Relations, Valuation, Investment Management, Capital Markets, Funding, Due Diligence, Series 7, Finance, Management, Portfolio Management, Securities, Series 63, Financial Services, Asset Allocation, Wealth Management, Strategic Planning, Sales, Financial Planning, Fixed Income
Education
Ithaca College 1975 — 1977
BS/BBA/BFA, Business Administration/ Management andLabor Law, 3.4 - Cum Laude
Ithaca College 1974 — 1977
business/fine arts
Alsbridge January 2015 - Present
Marinus Partners May 2007 - January 2015
SummitQwest 2003 - April 2007
ePierce Solutions, Inc. 2001 - 2003
Morgan Stanley 1998 - 2000
Ernst & Young, LLP 1996 - 1998
JP Morgan 1984 - 1996
Skills
Business, Management Consulting, Outsourcing, Business Process..., Program Management, CRM, Business Analysis, Messaging, Solution Architecture, Vendor Management, Business Relationship..., Business Development, Business Intelligence, Management, IT Strategy, SaaS, Risk Management, Cloud Computing, Consulting, Professional Services, Project Portfolio..., Governance, Disaster Recovery, Start-ups, Leadership, Strategy, Integration, Project Management, Cross-functional Team..., Team Building, Information Technology, Change Management, SDLC, Business Transformation
Education
The Wharton School at the University of Pennsylvania 1989 — 1991
MBA
Lehigh University 1980 — 1984
BS, Computer & Information Sciences
Silver Management Group, Inc July 2006 - Present
EZ Life LLC August 2009 - November 2013
E*TRADE Financial May 2011 - September 2013
Fiserv April 2010 - October 2011
Merrill Lynch June 2010 - June 2011
JP Morgan October 2008 - April 2010
Bear Stearns April 2008 - October 2008
TD Ameritrade (T2) July 2006 - January 2008
Lockwood Financial September 2005 - July 2006
Ruby Digital, Inc August 2003 - September 2005
Skills
SDLC, Requirements Gathering, Financial Services, Visio, Business Analysis, Requirements Analysis, Software Documentation, Analysis, Business Requirements, Corporate Actions, Use Case Analysis, Portfolio Management, UML, Agile Methodologies, Databases, Enterprise Software, Software Development, Cost Basis Reporting, Quality Assurance..., Fixed Income Technology, Mark to Market, Investment Performance..., Fee-based advisor..., Portfolio model..., Model-based Rebalancing, Equities, Index Options, Options, Cross-functional Team..., Team Leadership, Project Management
Education
The University of Kansas 1994 — 1996
BS
Johnson County Community College 1991 — 1994
Standard & Poor's February 2014 - Present
Standard & Poors 1999 - January 2014
JP Morgan 1997 - 1999
Skills
Ratings, Fixed Income, Securitization, Bonds, CMBS, Structured Finance, Capital Markets, ABS, MBS, Structured Products, CDO, Reference Data, Credit Derivatives, Derivatives, Financial Modeling
Education
Iona College 1993 — 1997
JP Morgan July 2010 - Present
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Financial Modeling
Education
Iona College 2006 — 2009
BBA, Finance
JP Morgan April 2011 - Present
J.P. Morgan August 2009 - March 2011
Bear Stearns August 2008 - July 2009
Skills
Dev C++, Visual Basic, Derivatives, Hedge Funds, Investment Banking, Financial Markets, Trading, Mutual Funds, ABS, Bloomberg, Bloomberg Terminal, Thompson One, Fund Of Funds
Education
Lehigh University 2004 — 2008
BSc, Finance, Accounting, Engineering
University College London, U. of London 2007 — 2007
NYC Department of Education September 2015 - Present
The Calhoun School August 2012 - June 2015
NYC Department of Education August 2007 - August 2012
NYC Department of Education January 2007 - June 2007
Snapdata Research, Inc. July 2005 - June 2006
Fitch Risk August 2003 - March 2005
Warburg Pincus November 2000 - March 2003
Paine Webber July 1996 - November 2000
JP Morgan December 1994 - July 1996
Skills
Research, Educational Technology, Fundraising, Teaching, Library, Staff Development, Nonprofits, Community Outreach, Administration, Libraries, Collection Development, Speaker Acquisition, Mentoring, Events Coordination, Curriculum Design, Project Management, Editing, Event Planning, Curriculum Development, Higher Education, Blogging
Education
Long Island University 2002 — 2002
SMS, School Media Specialist
Simmons College 1993 — 1994
MLS, Library Science, Archives Concentration
Washington Center 1990 — 1990
Internship
University of Northern Iowa 1986 — 1990
BA, Humanities
Kansai Gaidai University 1988 — 1989
Junior Year Abroad, Japanese Studies
JPMorgan Chase July 2013 - Present
High Mark Credit Information services April 2011 - December 2011
Wipro Consulting Service November 2010 - December 2010
JP Morgan March 2003 - February 2010
Cognizant Technology Solutions September 2002 - February 2010
Skills
Requirements Analysis, SDLC, Business Analysis, CRM, Project Management, Requirements Gathering, Banking, Project Planning, Testing, Leadership, Software Project..., Pre-sales, Quality Assurance, Data Modeling, Management
Education
Indian Institute of Management, Calcutta 2010 — 2011
PGPEX, General management
Jadavpur University 1998 — 2002
B.E, Electrical engg
Rockford Bank and Trust Company June 2013 - Present
BMO Private Bank April 2010 - May 2013
AMCORE Bank July 2007 - April 2010
SHUM Board 2003 - 2007
JP Morgan July 2003 - December 2006
National City Bank October 1981 - June 2003
First of America Bank 1981 - 1995
Comptroller of the Currency 1975 - 1977
2nd Battalion, 5th Artillery 1969 - 1971
Skills
Portfolio Management, Securities, Risk Management, Financial Analysis, Succession Planning, Loans, Small Business, Strategic Planning, Mutual Funds, Real Estate, Team Building, Leadership, Mortgage Lending, Series 7, 401k, Certified Financial..., Credit, Wealth, Investment Advisory, Financial Advisory, Asset Allocation
Education
Wayne State University Law School 1973 — 1976
JD, law
University of Michigan 1966 — 1973
BA, Economics/Political Science
Goethe Institut 1965 — 1966
Zeugnis, German
Indiana University-Purdue University at Indianapolis
Masters in Philanthropic Studies, uncompleted
Midland High School
Upper Iowa University
Master of Business Administration (MBA), concentration in organizational development, uncompleted
New Adventure Family Daycare August 2009 - January 2014
Ocean Parkway Pediatric Practice August 2005 - June 2009
JP Morgan March 2000 - August 2005
Skills
Management, Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training
Education
Kingsborough Community College 1993 — 1995
Associate's Degree, Liberal Arts
CA Technologies May 2005 - February 2015
Twinlab July 1998 - April 2005
Slant/Fin May 1997 - July 1998
Polar Electro Oy October 1996 - April 1997
JP Morgan June 1988 - October 1996
Skills
Administrative..., PeopleSoft, Outlook, Office Management, Spreadsheets, Budgets, Event Planning, Microsoft Excel, Microsoft Office, Project Coordination, Client Liaison, Expenses, QuickBooks, Time Management, Human Resources, Administrative..., Salesforce.com
Education
Kaplan University 2009 — 2011
Bachelors
Katharine Gibbs 1986 — 1988
Associates
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group September 2011 - January 2014
Lincoln Financial Group July 2007 - September 2011
Vanguard 2004 - 2007
UBS 2001 - 2004
JP Morgan 1999 - 2001
Skills
Performance Management, Talent Management, Financial Services, Leadership, Recruiting, Training, Management, Program Management, Process Improvement, Human Resources, Employee Engagement, Leadership Development, Succession Planning, Coaching, Risk Management
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Development Program
Penn State University 2005 — 2007
Masters, Leadership Development
King's College London, U. of London 1999 — 1999
Greenbelt Certified - DMAIIC, Six-Sigma
Saint Joseph's University 1995 — 1999
Bachlors, Finance
William Tennent
William Tennent
AMI Investment Management March 2012 - Present
AMI Investment Management August 2008 - March 2012
CRA International July 2007 - July 2008
JP Morgan June 2006 - August 2006
Skills
Valuation, Investments, Financial Analysis, Economics, Financial Modeling, Equities, Portfolio Management, Mergers & Acquisitions, Business Valuation, Capital IQ, Value Investing
Education
Indiana University-Purdue University Fort Wayne (IPFW) 2013 — 2015
Master's Degree, Applied Mathematics
University of Notre Dame 2003 — 2007
Bachelor of Arts, Economics and Mathematics
JPMorgan Chase December 2007 - Present
JP Morgan October 2005 - December 2007
JPMorgan Chase December 2004 - October 2005
Education
Iona College 1986 — 1989
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase November 2012 - Present
JPMorgan Chase March 2012 - Present
JP Morgan October 2010 - Present
BNY Mellon March 2006 - October 2010
West LB; German Savings Bank March 2002 - February 2006
Barclays Capital April 2000 - November 2001
PricewaterhouseCoopers February 1997 - January 1999
Skills
Latin American markets, Vendor Management, Risk Management, Budgeting, Operational Risk, Financial Analysis, Project Management, SDLC, Process Engineering, Financial Reporting, Accounting, Forecasting, MIS, Information Risk, General Ledger..., Equities, Variance Analysis, Analysis, Auditing, Banking, Budgets, Business Planning, Business Process..., Finance, Financial Forecasting, Internal Controls, Process Improvement, Project Portfolio..., Strategic Financial..., Strategy
Education
Villanova University 2008 — 2009
Masters Certificate, Applied Project Management
Ithaca College
Accounting, Minor in Politics
Bank of Tokyo-Mitsubishi September 2004 - Present
HSBC 1999 - 2003
JP Morgan 1975 - 1998
Skills
Investment Banking, Capital Markets, Corporate Finance, Credit Analysis, Fixed Income, Structured Finance, High Yield, Credit, Financial Modeling, Derivatives, Equities, Banking, Leveraged Finance, Hedge Funds, Credit Risk, Commercial Banking, Valuation, Loans, Bonds, Structured Products, Investments, Relationship Management, Financial Markets, Portfolio Management, Asset Management, Financial Institutions, Finance, Bloomberg, Syndications, Financial Risk, Credit Derivatives, Treasury Management, Financial Structuring, FX Options, Private Equity, Equity Research, Emerging Markets
Education
Lafayette College 1971 — 1975
BA, History and Economics
Microsoft September 2015 - Present
The Boston Consulting Group March 2013 - Present
INSEAD January 2012 - December 2012
John Deere July 2012 - August 2012
Credit Suisse June 2010 - September 2011
JP Morgan October 2008 - June 2010
Lehman Brothers May 2008 - October 2008
Morgan Stanley March 2005 - October 2008
Skills
Financial Modeling, Competitive Analysis, Business Analysis, Business Strategy, Strategic Planning, Leadership, New Business Development, CRM, Management, Business Intelligence, Project Management, Management Consulting, Strategy, Consulting, Analytics, Business Development, Analysis
Education
INSEAD 2012 — 2012
MBA, General Management
UP Technical University in 2004 2000 — 2004
Bachelor of Technology (BTech), Computer Science and Engineering, Honors, Top 2% of class, secured 1st rank in final year
BPA Worldwide April 2012 - Present
AccountAbility May 2010 - March 2012
PwC May 1999 - June 2010
JP Morgan May 1992 - May 1999
Putnam Investments 1986 - 1990
Skills
Thought Leadership, Strategic Communications, Public Relations, Corporate Social..., Advertising, Internal Communications, Corporate Communications, Integrated Marketing, Policy, Sustainability, International Relations, Budgets, Content Development, Digital Strategy, Training, Stakeholder Engagement, Leadership, Strategy, Strategic Partnerships, Digital Marketing, Human Resources, Marketing, Marketing Communications, Business Development, Program Management, Recruiting, Management Consulting, Event Management, Media Relations, Social Media, Fundraising
Education
Ithaca College
B.S., Communications
Weiser LLP February 2007 - Present
JP Morgan April 2006 - February 2007
Education
Kingsborough Community College 2003 — 2005
A.A.S, Childhood Education
Management Fore March 2013 - Present
Warner Bros. Entertainment April 2009 - September 2012
Dick Clark Productions March 2007 - April 2009
Discovery Networks April 2003 - October 2006
JP Morgan February 1999 - March 2003
Skills
Venture Capital, Intellectual Property, Research and Development
Education
INSEAD 1994 — 1997
Master of Business Administration (M.B.A.)
The Long Island Speech and Myofunctional Therapy Centers October 2011 - Present
The Garden City Hotel December 2010 - November 2011
Curtin Creative Productions June 2010 - December 2010
The International Tennis Hall of Fame August 2009 - May 2010
International Tennis Hall of Fame May 2009 - August 2009
JP Morgan March 2007 - March 2007
Skills
Opera, Open Table, Microsoft Word, Microsoft Excel, Lytec, Hospitality, Event Management, Catering, Food, Corporate Events, Trade Shows, Restaurants, Marketing, Leadership, Banquets, Meeting Planning, Sponsorship, Hospitality Management, Fine Dining, Pre-opening, Event Planning, Outlook, Facebook, Budgets, Customer Service, Food & Beverage, Food, Sales, Hospitality Industry, Management, Microsoft Office, Social Media, Time Management, Events Coordination, Fundraising, PowerPoint, Public Relations, Hotels, Team Building, Training, Teamwork, Research, Special Events, Administration
Education
Johnson & Wales University 2006 — 2010
Bachelor of Science, Sports; Entertainment and Events Management: Concentrations in Food/Beverage &Sales/Meeting/Events
Eastport South Manor High School
Agricultural Bank of China August 2015 - Present
JPMorgan Chase & Co. February 2015 - August 2015
JPMorgan Chase October 2013 - February 2015
JP Morgan March 2008 - October 2013
Bear Stearns & Company February 2007 - March 2008
Adecco Employment Services September 2006 - February 2007
Doshi Diagnostic September 2005 - September 2006
New York City Department of Consumer Affairs February 2005 - September 2005
New York City Department of Consumer Affairs May 2004 - February 2005
Doshi Diagnostic September 2003 - May 2004
Skills
Training, Management, Outlook, Customer Service, Human Resources, PowerPoint, Microsoft Excel, Research, Compliance, Time Management, Microsoft Word, OFAC, Project Management, Anti Money Laundering, Data Entry, Politically Exposed..., Sanctions Screening, LexisNexis, Team Leadership, Operations Management, Employee Training, Due Diligence, Mentoring, Microsoft Office, Risk Management, Quality Assurance, Coaching, PeopleSoft, Administrative..., Process Improvement, Procedure Development, Transaction Monitoring, SAR, Chinese Commercial Code, Prime, MTS - Money Transfer..., SWIFT Messaging
Education
New York University 2004 — 2011
Bachelors of Arts in Social Science, History
Katharine Gibbs School 2001 — 2001
Certificate, Microsoft Office User Specialist (MOUS)
Murry Bergtraum High School 1995 — 1999
Diploma, Computer Science
Tenaris November 2013 - Present
Tenaris July 2012 - October 2013
Tenaris April 2010 - June 2012
JP Morgan January 2009 - July 2009
Consultia IT March 2008 - June 2008
ITBA August 2007 - December 2007
Skills
Finance, Financial Analysis, Engineering, Strategic Planning, Business Strategy, Management, Strategy, Project Planning, English, Microsoft Office, Negotiation
Education
Instituto Tecnológico de Buenos Aires 2004 — 2009
Engineer's Degree, Industrial Engineering, GPA: 8,3 / 10 (top GPA in class)
Universitat Politècnica de Catalunya 2008 — 2008
Master's Degree, Industrial Engineering
CFA Institue 2011 — 2011
Chartered Financial Analyst, Finance
J.P. Morgan August 2010 - June 2014
JP Morgan January 2007 - July 2010
Reckitt Benckiser June 2006 - December 2006
Skills
Deal Structuring, Portfolio Management, Due Diligence, Legal Documentation, Private Equity, Investments, Mergers, Valuation, Investment Banking, Structuring, Financial Modeling, Corporate Finance, Asset Management, Financial Analysis, Emerging Markets, Business Valuation, Asset, Investment Advisory, DCF, LBO, Joint Ventures, Deal Sourcing, Venture Capital, Business Strategy, Mergers & Acquisitions, Equity Valuation, Negotiation, Equity Research, Capital Markets, Financial Structuring, Equities, M&A experience, Structured Finance, Corporate Development, Project Finance, Restructuring, Investment Strategies, Deal Execution, Management, Debt Restructuring, Financial Statement..., Economics, Competitive Analysis, Leadership
Education
The University of Chicago Booth School of Business 2014 — 2016
MBA
CFA Institute
CFA
Institute of Management Technology, Ghaziabad 2004 — 2006
MBA, Finance, Marketing
Vivekanda School of PG Studies 2000 — 2003
Bachelor of Computer Applications, Computer Science, Top 1%
NBCUniversal, Inc. November 2014 - Present
MGM April 2013 - November 2014
Metro-Goldwyn-Mayer Studios Inc. August 2006 - January 2014
Metro-Goldwyn-Mayer Studios Inc. September 2005 - August 2006
Deutsche Bank April 2001 - September 2005
Deutsche Bank November 1999 - April 2001
JP Morgan May 1998 - November 1999
Morgan Stanley Dean Witter January 1996 - May 1998
Skills
Television, Digital Media, New Media, Social Media, Broadcast, Strategic Partnerships, Digital Strategy, Content Strategy, Entertainment, Video, Film, Film Production, Social Networking, Licensing, Media Relations, Media, Digital Distribution
Education
Iona College
Bachelor's Degree, Business Administration
Trinity College Dublin
International Business
CLS Bank International February 2011 - December 2014
GMAC Financial Services 2009 - 2010
JP Morgan 2008 - 2009
Bear Stearns 1992 - 2008
Lehman Brothers 1987 - 1992
Goldman Sachs 1983 - 1987
Arthur Young August 1979 - June 1983
Skills
Risk Management, Currency Futures, Product Development, Regulatory Affairs, CCP Central Clearing, Pricing Analysis, Derivatives, Precious Metals, Banking, Trading, Financial Risk, Middle Office, Commodity, FX Options, Hedge Funds, Financial Markets, Mergers & Acquisitions, Process Improvement, Hedging, Investments, Capital Markets, Asset Management, Fixed Income, Strategy, Management, Foreign Exchange, Finance
Education
Stanford University Graduate School of Business 1977 — 1979
MBA, Finance
Lafayette College 1973 — 1977
AB, Economics
GelTech Solutions February 2013 - Present
AVM LP / III Associates December 1991 - Present
JP Morgan August 1982 - April 1990
Skills
Fire Safety, Hazardous Waste..., oil cleanup, New Business Development, Mergers & Acquisitions, Energy, Sustainability, Sales Management, Renewable Energy, Structured Finance, Portfolio Management, Trading, Fixed Income, Hedge Funds, Strategic Planning, Asset Management, Financial Modeling, Derivatives, Capital Markets, Hedging, Alternative Investments, Equities, Management, Risk Management, Securities
Education
Lehigh University 1980 — 1984
Finance, General
Matawan High School
Matawan High School
AIG July 2015 - Present
Central Ohio Java Users Group March 2011 - July 2015
JPMorgan Chase May 2006 - July 2015
JP Morgan May 2006 - July 2015
JPMorgan 2006 - July 2015
JPMorganChase 2006 - July 2015
Houston Techfest July 2008 - March 2011
Houston Java Users Group January 2008 - March 2011
LogicaCMG February 2006 - May 2006
Worksuite July 2000 - May 2006
Skills
SDLC, Software Development, Agile Methodologies, Enterprise Architecture, Requirements Analysis, Consulting, Business Analysis, Integration, Software Project..., SQL
Education
Texas A&M University 1993 — 1995
MS, Management Information Systems
Ithaca College 1989 — 1992
BS, Business Management
BNY Mellon July 2013 - Present
Deloitte September 1999 - July 2013
BT Syntegra August 1998 - August 1999
Compaq June 1997 - August 1998
JP Morgan November 1994 - June 1997
V Band Corporation March 1992 - November 1994
Nestle USA September 1989 - March 1992
Skills
Digital Strategy, Leadership, Digital Marketing, Email Marketing, Web Analytics, Marketing Communications, Marketing Automation, Social Media Marketing, User Experience, SEM, SEO, Change Management, Information Architecture, Organizational..., Global Marketing, Website Development, Public Relations, Online Advertising, Social Media, Strategic Communications
Education
Iona College 1987 — 1989
BS
The College of New Rochelle 1989 — 1991
MS
Deutsche Bank October 2011 - Present
Barclays Capital July 2010 - Present
Deutsche Bank March 2008 - July 2010
CITI HEDGE FUND SERVICES NORTH AMERICA, ROSELAND, NJ September 2006 - March 2008
LONGACRE FUND MANAGEMENT, NEW YORK, NY October 2005 - September 2006
JP Morgan August 2003 - October 2005
OPUS ADVISORY GROUP, PURCHASE, NY June 2001 - July 2003
Skills
Fixed Income, Bloomberg, SWIFT payments
Education
Iona College 1998 — 2002
B.A. Finance & Business Administration, Finance
Stifel Financial Corp. June 2015 - September 2015
Interactive Data July 2013 - April 2015
Apollo Global Management LLC April 2012 - December 2013
Deutsche Bank July 2007 - March 2012
Credit Suisse June 2006 - June 2007
Credit Suisse January 1997 - June 2006
JP Morgan October 1995 - January 1997
IBM 1989 - 1991
AT&T (UNIX Technical Support) 1988 - 1989
(ICL) Fujitsu UK and Ireland 1982 - 1988
Skills
Enterprise Architecture, Cloud Computing, Integration, Data Governance, IT Governance, SOA, IT Strategy, Enterprise Software, SDLC, Service Delivery, Unix, Big Data Analytics, Project Management, Architecture, ITIL, Management, Business Intelligence, SOA Governance, IT Management, Data Center, Vendor Management, Solution Architecture, Architectures, Agile Methodologies, Software Development, Project Portfolio..., Scrum, SharePoint, Strategy, ESB, Business Analysis, TCP/IP, System Deployment, SaaS, Leadership, Agile, Governance, Software Project..., Program Management, Change Management, Data, Data Mining, Data Modeling, Big Data
Education
Keele University, Stoke-on-Trent, England
Bachelor's Degree
Bristol-Myers Squibb December 2012 - Present
Bank of America June 2010 - Present
JP Morgan November 2008 - April 2009
Bristol-Myers Squibb April 2008 - August 2008
Morgan Stanley June 2003 - February 2008
UBS June 2000 - June 2002
UBS February 1999 - June 2000
DLJdirect, Donaldson, Luftkin & Jenrette Company June 1998 - January 1999
Skills
Project Management, SDLC, Program Management, Vendor Management, Business Process..., Change Management, MS Project, PMO, Business Analysis, PMP, Risk Management, Business Requirements, Project Portfolio..., Process Improvement, Project Delivery, Requirements Gathering, Visio, Software Project..., Strategic Planning, Quality Assurance, Integration
Education
Keller Graduate School of Management of DeVry University
Masters
Keller Graduate School of Management of DeVry University 2004 — 2007
Masters
Rutgers University-New Brunswick 1993 — 1998
Bachelors of Arts
Bloomberg LP May 2015 - Present
UBS Investment Bank May 2011 - May 2015
Credit Suisse April 2010 - May 2011
JP Morgan September 2008 - April 2010
Morgan Stanley November 2004 - July 2008
Morgan Stanley January 2002 - November 2004
Morgan Stanley July 2000 - January 2002
Accenture October 1993 - July 2000
Saxony Ice (Liesure Time Ice supplier/distributor) June 1990 - September 1993
Skills
Leadership, Strategy, Fixed Income, Analysis, Cross-functional Team..., Risk Management, Project Management, Management, Portfolio Management, Budgets, IT Strategy, Program Management, Equities, Finance, Financial Services, Process Improvement, Mergers & Acquisitions, Change Management, Business Analysis, Business Process..., Derivatives, Vendor Management, SDLC, Governance, PMO, Financial Risk, Middle Office
Education
Lehigh University
BS, Materials Science & Engineering
Mamaroneck HS
Credit Suisse February 2007 - Present
Miller Investment Management 2005 - 2006
JP Morgan 2004 - 2006
Credit Suisse / Donaldson Lufkin & Jenrette 1995 - 2004
Goldman, Sachs 1983 - 1987
Education
University of Pennsylvania - The Wharton School 1982 — 1983
MBA, Finance
Lafayette College 1974 — 1978
JP Morgan July 2006 - Present
Bank of America January 2002 - July 2006
Skills
Credit, Banking, Risk Management, Credit Analysis, Loans, Credit Risk, Financial Services, Financial Risk, Credit Cards, Mortgage Lending, Financial Analysis, Finance, Loan Origination, Vendor Management, Operational Risk..., Retail Banking, Strategic Planning, Mortgage Banking, Lines Of Credit, Project Management
Education
John Carroll University 1997 — 2001
Bachelor of Arts (B.A.) Honors, English Language and Literature, General
JPMorgan Chase December 2013 - Present
RBC Capital Markets March 2013 - Present
RBC Capital Markets January 2011 - February 2013
RBC Capital Markets June 2009 - January 2011
Barclays Capital February 2007 - January 2009
Barclays Capital January 2003 - February 2007
Barclays Capital April 2000 - January 2003
JP Morgan October 1997 - April 2000
Merrill Lynch June 1993 - October 1997
Education
Iona College 1989 — 1993
BA, Computer Science
Pierpont Securities 2009 - 2012
Rampart Prime 2007 - 2009
HSBC 2004 - 2007
JP Morgan 1999 - 2004
Algorithmics 1998 - 1999
Moody's Analytics 1995 - 1998
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Equities, Investment Banking, Trading Systems, Asset Management, Alternative Investments, Financial Markets, Portfolio Management, Bloomberg, Credit Derivatives, Options, Electronic Trading, Bonds
Education
Lafayette College 1991 — 1995
Bachelor of Arts (BA), Economics
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
Capgemini Consulting September 2012 - Present
Sister Cities Africa July 2012 - August 2012
Kellogg School of Management September 2010 - June 2012
A.T. Kearney June 2011 - August 2011
JP Morgan June 2008 - May 2010
Bear Stearns September 2007 - June 2008
Pershing (Bank of New York) July 2004 - September 2007
Skills
Management Consulting, Strategy, Product Management, Management, Cross-functional Team..., Competitive Analysis, Analysis, Financial Modeling, Business Analysis, Business Strategy, CRM, Entrepreneurship, Analytics, Outsourcing, Telecommunications, Leadership, Product Development, Consulting, Program Management, Business Process..., Project Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA 2012, Management & Strategy, Entrepreneurship
INSEAD 2012 — 2012
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor's degree, Finance & French Literature
Barclays June 2015 - Present
J.P. Morgan December 2014 - June 2015
JP Morgan October 2013 - December 2014
JPMorgan Chase May 2011 - October 2013
Merrill Lynch March 2006 - May 2011
Lehman Brothers 2005 - 2006
Deutsche Bank 2004 - 2005
Pershing 2000 - 2004
Skills
Bloomberg, Derivatives, Equities, Fixed Income, Securities, Series 7, Capital Markets, Hedge Funds, Investment Banking, Middle Office, Trading
Education
Schiller International University, Madrid Spain 1999 — 2000
Master of Business Administration (MBA), International Business
King's College 1994 — 1998
International Business
Morgan Stanley December 2007 - Present
JP Morgan July 2007 - December 2007
Lehman Brothers June 2005 - June 2007
Education
James Madison University 2000 — 2004
Fifth Third Bank October 2009 - Present
Pension Analytix, Inc. June 2008 - March 2011
Fidelity Investments March 2006 - March 2008
JP Morgan February 2003 - March 2006
American Century Investments 1999 - 2002
GE Capital 1995 - 1998
Skills
CRM, Product Management, Analytics, Risk Management, Mergers & Acquisitions, Financial Services, Financial Modeling, Investments, Strategic Planning, Leadership, Series 7, Mutual Funds, Asset Managment, Strategy, 401k, Analysis, Retirement, Asset Allocation, Portfolio Management, Pricing, Strategic Financial..., Series 63, Asset Management, Financial Planning
Education
The University of Kansas 1992 — 1994
MA, Mathematics
Kansas State University 1988 — 1992
MS, Mathematics
University of Mumbai 1983 — 1986
BS, Mathematics
St. Xavier's College
Texas Children's Hospital September 2012 - Present
UT MD Anderson Cancer Center July 2003 - September 2012
M. D. Anderson Cancer Center July 2003 - September 2012
M. D. Anderson Cancer Center May 2002 - September 2003
M. D. Anderson Cancer Center July 2000 - May 2002
Chase Bank of Texas February 1998 - July 2000
JP Morgan January 1998 - July 2000
Duke Energy, Chase Bank of Texas December 1994 - January 1998
Skills
Project Management, PMO, PMO Services, IT Management, Vendor Management, Healthcare Information..., Requirements Analysis, Access, Business Analysis, Visio, Systems Analysis, SharePoint, SDLC, Windows, MS Project, Data Modeling, Disaster Recovery, Process Improvement, Business Intelligence, Databases, Oracle, Analysis, Data Analysis, Management, PMP, Microsoft Project
Education
Indiana Wesleyan University 2004 — 2005
MSM, Management
University of Houston-Downtown 1999 — 2001
BBA, Computer Information Systems
JP Morgan March 2008 - Present
Bear Stearns September 2007 - March 2008
ACI Worldwide January 2004 - September 2007
S2 Systems 2004 - 2005
S2 Systems 2004 - 2005
Rochford Thompson October 2000 - November 2001
Education
King's College London 2002 — 2003
MSc, Advanced Software Engineering
University of Westminster 1998 — 2000
BSc (Hons) 2:1, Software Engineering
JPMorganChase Client Service ManagerJPMorgan Chase2006 - Present
JP Morgan 2006 - Present
JP Morgan Chase 2002 - Present
Skills
Financial Services, Banking, Relationship Management, Risk Management, Equities, Bloomberg, Global Custody, Securities, Process Improvement, Credit, Middle Office, Fixed Income, Mutual Funds, Business Analysis, Asset Management, Management, Vendor Management, Customer Service, Project Management
Education
Kansas State University 1987 — 1992
Bachelor’s Degree, Bachelor of Science in Business Administration
JP Morgan November 2010 - Present
Investment Technology Group June 2008 - November 2010
Thomson Financial June 2007 - August 2007
Skills
Equities, Bloomberg, Fixed Income, Financial Analysis, Financial Modeling, Derivatives, Hedge Funds, Investment Banking, Valuation, Portfolio Management, Risk Management, Asset Managment, Market Risk
Education
Ithaca College 2004 — 2008
Bachelor of Science, Business Administration
CBRE 2011 - Present
JP Morgan 2004 - 2010
Northern Trust 1996 - 2004
Education
Lehigh University 1992 — 1996
BS, Finance
JP Morgan Chase Executive DirectorJPMorgan Chase2006 - Present
JP Morgan 2006 - Present
JPMorgan 2005 - Present
J.P. Morgan 2005 - Present
J.P. Morgan Chase Bank 2007 - 2008
Education
New York University - Leonard N. Stern School of Business 1985 — 1986
MS, Quantitative Analysis/Finance
Le Moyne College 1979 — 1980
BA, Economics/Mathematics
Delta Air Lines June 2014 - Present
Tucson Electric Power October 2004 - May 2014
Diageo October 2003 - August 2004
Arthur Andersen LLP August 2001 - April 2003
Spalding September 1999 - March 2001
Eaton Vance June 1998 - September 1998
JP Morgan October 1993 - August 1997
Skills
Credit Risk, Forecasting, Valuation, Corporate Finance, Compliance, Hedging, Commodity Markets, Credit, Derivatives, Contract Negotiation, Energy Derivatives, Financial Modeling, Financial Analysis
Education
Gonzaga University 2010 — 2014
MA, Organizational Leadership
Isenberg School of Management, UMass Amherst 1997 — 1999
MBA, Strategy / Finance
William & Mary 1987 — 1991
BA, Economics
U.S. Trust 2014 - Present
JP Morgan 2010 - 2014
Point Capital Partners, LLC 2009 - 2010
Washington Corner Capital Management 2007 - 2009
Duff & Phelps 2004 - 2007
Education
Lehigh University 2000 — 2004
American Solar Works ManagerCap Gemini America1996 - 2002
Ernst & Young April 1996 - March 2001
JP Morgan March 1987 - April 1994
Education
Kenyon College
Royal Dutch Shell August 2012 - Present
Wells Fargo July 2009 - Present
Stanford Financial March 2008 - Present
JP Morgan 2007 - Present
Hewlett-Packard 2007 - Present
Stanford Group Company 2007 - 2008
Citigroup June 2006 - March 2007
Hewlett Packard 2005 - 2006
Countrywide January 2003 - February 2004
Integriy Global Marketing 2002 - 2002
Skills
SDLC, Business Analysis, Requirements Analysis, Software Project..., PMO, PMP, Vendor Management, Process Improvement, Requirements Gathering, Agile Methodologies, Visio, Data Warehousing
Education
Kent State University 2001 — 2003
Kent State University
Masters
PCT College of Engineering,Mumbai
Bachelors
JP Morgan Chase June 2008 - Present
JPMorgan June 2002 - June 2008
JP Morgan January 1999 - June 2002
JP Morgan December 1997 - January 1999
JP Morgan June 1997 - December 1997
Maimonides Medical Center January 1997 - June 1997
Education
Kingsborough Community College 1994 — 1997
Our Lady of Perpetual Help HS 1990 — 1994
Saint Agatha 1982 — 1990
Noble Energy February 2014 - Present
Alert Logic February 2012 - February 2014
JP Morgan March 2011 - January 2012
Trustwave June 2009 - June 2010
Peak6 July 2008 - May 2009
Chicago Sun-Times December 2005 - July 2008
Iowa Health Systems March 2005 - December 2005
Iowa State University January 2001 - January 2005
Education
Iowa State University 2001 — 2005
Computer Science
JP Morgan June 2008 - January 2015
Bear Stearns 2006 - 2008
Morgan Stanley 2004 - 2006
Kestrel Technologies 1998 - 2004
Skills
Acquisition Integration, Valuation, Capital Markets, Derivatives, Investment Banking, Fixed Income, Hedge Funds, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Lafayette College 1986 — 1990
BA, Economics & Business
Experient, LLC 2006 - November 2012
M Klein Auctions 2002 - 2003
Coil Counts Ford & Cheney 2001 - 2002
The Gencom Group 2000 - 2000
Euro RSCG Tatham 1997 - 1999
T. J. Lipton Inc. 1996 - 1996
JP Morgan 1993 - 1995
Neuberger Berman 1992 - 1993
Skills
Budgets, Product Development, Event Management, Strategic Planning, Marketing Communications, Project Management, Marketing, Account Management, Sponsorship, Marketing Strategy, Business Development, Advertising, Digital Marketing, Social Media Marketing
Education
Rutgers, The State University of New Jersey-Newark 1995 — 1997
MBA, Marketing/Finance
Lehigh University 1987 — 1991
BS, Marketing
JP Morgan March 2008 - Present
Bear Stearns August 1993 - March 2008
Chancellor Capital Management 1990 - 1992
National Football League 1986 - 1990
Education
West Chester University of Pennsylvania 1985 — 1986
English
Lafayette College 1981 — 1985
JP Morgan January 2006 - Present
Bank of America January 2000 - December 2006
Education
Kean University
The Margaret Mcnamara Memorial Fund - World Bank Group April 2015 - Present
Margaret McNamara Memorial Fund May 2014 - Present
Margaret McNamara Memorial Fund October 2013 - Present
CREDITARIA February 2008 - Present
BDGAdvisors March 2012 - December 2014
JP Morgan July 2010 - November 2011
JP Morgan June 2008 - October 2011
Financiera Educativa de México February 2004 - 2008
Bank of America 1998 - 2004
Banamex 1987 - 1996
Skills
Global Business..., Trade Finance, Correspondent Banking, Trade Services, Guarantees, Supply Chain Finance, Supply Chain Risk..., Student Loans, Bank Relationship..., Treasury Services, Cash Management, International Business, Product Development, New Business Development, Logistics, Product Management, Compliance, Small Medium..., Risk Management, Portfolio Management, International Business..., Prudential Regulation, Credit, Corporate Governance, Teamwork, Leadership, Management, SCRM, Banking, Trading, Supply Chain, Strategy, Outsourcing, Program Management, Business Planning, Mergers, Mergers & Acquisitions, Business Strategy, Finance
Education
Lansdowne College London 1989 — 1990
MBA, International management
Universidad Iberoamericana, Ciudad de México 1982 — 1986
BA, Industrial Engeneering
Alexander Bain 1976 — 1982
Diploma, Bachelaurette
El Instituto Panamericano de Alta Dirección de Empresa (IPADE)
Advance Management Program, AD2
Universidad Iberoamericana, Ciudad de México
BA in Industrial Engineering, Production and systems
Bose Corporation March 2007 - Present
PNC Global Investment Services 2005 - 2007
JP Morgan 2004 - 2005
Department Of safety 2004 - 2004
Skills
Quality Center, Test Automation, Quality Assurance, Agile Methodologies, Scrum, Software Quality..., Automation, QTP, Test Cases, Regression Testing, SDLC, SQL, Performance Testing, Web Services, SOA, Selenium, Test Planning, Test Strategy, Agile Project Management, Linux, Requirements Analysis, JMeter, Unix, JIRA, XML, Manual Testing, Test Management, Chef, DevOps, Amazon Web Services..., Cloud Computing, Lean Six Sigma, Yellow Belt, PDCA, Performance Tuning
Education
Jawaharlal Nehru Technological University 1998 — 2002
Vignan Girls College,Guntur 1996 — 1998
High School, Mathematics
Kakatiya High School 1985 — 1995
High school
Equinix May 2014 - Present
Cisco Systems July 2012 - Present
Equinix May 2010 - June 2012
Network Appliance 2008 - 2009
JP Morgan June 2007 - January 2008
Polaris software Lab ltd July 2003 - January 2008
Citigroup New York June 2006 - June 2007
Citigroup London 2005 - 2006
Citigroup London July 2003 - September 2005
Spry Resources India P ltd November 2002 - July 2003
Skills
JSF, Spring, Hibernate, SOA, Web-Services (JAX-WS,..., JMS, Swings, Struts, Calypso, Java Reflection, Richfaces, Ajax, Oracle, Maven, Weblogic Portal, Portlets, Sybase, Multithreading, RMI, jQuery, EJB, XML, Weblogic
Education
Kakatiya University 1996 — 1999
B.Sc, Maths, Physics, Computer Science
JP Morgan July 2002 - Present
Merrill Lynch 1996 - 2002
Education
Lebanon Valley College 1986 — 1990
Macquarie Securities Limited Korea May 2010 - Present
JP Morgan June 2008 - August 2008
Kookmin Bank January 2003 - June 2007
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Korea University 1998 — 2003
BA, Business Administration
JPMorgan Chase September 1999 - Present
JP Morgan 1999 - Present
JP Morgan 1999 - Present
Bear Stearns & Co. Inc. 1999 - 2008
Skills
Investment Banking, Electronic Trading, Trading Systems, Fixed Income, Market Data, Sybase, Credit Risk, Equities, Banking, Risk Management, Prime Brokerage, Business Analysis
Education
Kean University
Bank of Canada 2002 - Present
Stuart Investment Management 2001 - 2002
JP Morgan 1990 - 1999
Skills
Financial Markets, Fixed Income, Trading, Equities, Portfolio Management, Hedging
Education
Ivey Business School at Western University 1988 — 1990
MBA
Thor Equities Residential October 2013 - Present
Stonehenge Partners November 2001 - September 2013
JP Morgan July 1999 - July 2001
Skills
Acquisitions, Negotiation, Private Equity, Real Estate, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Estate Transactions
Education
New York University 2002 — 2005
Master, Real Estate
Lafayette College 1995 — 1999
BA, Economics
Masters in Real Estate Finance
JPMorgan January 2011 - Present
J.P. Morgan April 2005 - December 2010
JP Morgan July 1997 - March 2005
Kale Consultants July 1995 - June 1997
Education
Karnatak University 1990 — 1994
B.E, Electronics & TeleCommunication
Bank of America January 2014 - Present
IT Sales and Installations 2011 - 2013
CHAZ Energy LLC 2007 - 2010
International Futures & Options Associates 2005 - 2007
ABN AMRO 2001 - 2005
BNP Paribas 1997 - 2001
JP Morgan 1994 - 1997
Miami Dolphins January 1987 - November 1987
New England Patriots April 1986 - August 1986
Education
Iona College
BBA, Marketing
New York Institute of Finance
Options Trading / Charting Markets
JP Morgan June 2006 - Present
Moody’s Investors Service May 2004 - May 2006
World Wrestling Entertainment February 2003 - April 2004
Education
Lehigh University 1998 — 2002
Bachelor of Science, Accounting
Lehigh University - College of Business and Economics 1998 — 2002
Bachelor of Science, Accounting
Sea Bluff Capital, LLC May 2008 - Present
Sunset Blue Investments, Inc. June 2005 - May 2008
JP Morgan August 1996 - June 2005
Rockwell Automation July 1991 - August 1994
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance
London Business School 1995 — 1995
Finance
Iowa State University 1986 — 1991
BS, Engineering
Great-West Retirement Services September 2014 - Present
J.P. Morgan May 2011 - August 2014
JP Morgan Retirement Plan Services L.L.C. September 1997 - August 2014
JP Morgan January 2005 - May 2011
JP Morgan Retirement Plan Services August 2001 - January 2005
Centennial Life Insurance August 1980 - August 1983
Skills
Investments, Trading, Securities, Internal Controls, Management, Financial Services, Asset Management, Financial Analysis, Risk Management, 401k, SDLC, Valuation
Education
Johnson County Community College 1990 — 1992
Assoc, General
Deutsche Bank June 2015 - Present
Nomura Securities July 2009 - February 2015
Bear Stearns April 2007 - July 2009
Bank of America April 2001 - March 2007
JP Morgan August 1989 - April 2001
Skills
Equity Derivatives, Equities, Fixed Income, Middle Office, FX, Derivatives, Electronic Trading, Series 7, Capital Markets, Options, Financial Services, Bloomberg, Credit Derivatives, FX Options, Hedge Funds, Investment Banking, Prime Brokerage, Product Control, Securities, Swaps, Trading, Trading Systems
Education
Ithaca College 1985 — 1989
BS, Business - Finance
Travelers November 1999 - Present
MCI WORLD COM March 1998 - November 1999
USF&G June 1997 - March 1998
JP Morgan March 1996 - June 1997
Skills
SDLC, OOAD, SAFe, JEE, DataPower, SOA, BPM (PRPC), Web Technologies
Education
Karnatak University 1990 — 1994
Bachelor's degree in Computer science, Computers
Bank of America July 2011 - Present
Collabera February 2010 - June 2011
Technisource October 2008 - June 2009
Chase Card Services April 1997 - July 2008
JP Morgan December 1992 - March 1997
Calvary Hospital July 1990 - December 1992
Skills
Visio, SharePoint, Microsoft Office, SDLC, Process Improvement, Oracle, Vendor Management, Clarity, SQL, Quality Center, Outlook, Sybase, Enterprise Content..., FrontPage, Adobe Acrobat, Website Development, Livelink, Agile Methodologies, Project Management, Scrum, Certified Scrum Master..., ACP
Education
University of Delaware 1999 — 2002
Masters, Business Administration
Iona College 1991 — 1994
BS, Computer Applications and Information Systems
JP Morgan July 2007 - Present
Goldman Sachs August 2005 - April 2007
Goldman Sachs October 2001 - August 2005
Education
Iona College 1998 — 2001
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1993 — 1997
BS, General Science
Iona Prep 1989 — 1993
Regents, General Regents Diploma
Arroyo Energy Investment Partners LLC April 2015 - Present
JP Morgan June 2008 - March 2015
Bear Stearns June 2003 - May 2008
El Paso 1999 - 2003
Skills
Deal Origination, Financial Structuring, Structured Finance, Hedging, Commodity Markets, Structured Products, Derivatives, Commodity, Investment Banking, Divestitures, Capital Markets, Valuation, Private Equity, Loan Origination, Trading, Project Finance, Equities, Financial Modeling, Corporate Finance, Due Diligence, Hedge Funds, Leveraged Finance, IPO, Emerging Markets, Alternative Investments, LBO, Private Placements
Education
Jones Graduate School of Business, Rice University 1997 — 1999
MBA, Finance & Entrepreneurship
Lamar University 1994 — 1997
BBA, Finance
JP Morgan March 2008 - Present
Bear Stearns August 2000 - March 2008
Sybase November 1994 - August 2000
IBM February 1982 - November 1994
Education
New York University - Polytechnic School of Engineering 1981 — 1982
MSEE, Electrophysics
ITMO University 1972 — 1978
Engineering, Quantum Electronics
JP Morgan May 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns August 1998 - May 2008
National Discount Brokers April 1998 - August 1998
Coutts Bank June 1996 - April 1998
Fleet Bank (formely National Westminster Bank) January 1996 - June 1996
National Westminster Bank November 1987 - January 1996
Merrill Lynch July 1985 - November 1987
Skills
Avaya, Market Data, Networking, Data Center, Unified Communications, Vendor Management, Infrastructure, Cisco Technologies, ITIL, Business Continuity, IT Strategy, SDLC
Education
Kingsborough Community College 1980 — 1982
First Niagara Bank July 2015 - Present
First Niagara Bank July 2012 - Present
JP Morgan January 2005 - June 2012
JP Morgan December 1989 - March 2005
Skills
Series 7, Fixed Income, Series 63, Equities, Alternative Investments
Education
Kenyon College 1985 — 1989
B. A., Economics
J.P. Morgan November 2010 - Present
Rodman & Renshaw January 2006 - March 2009
JP Morgan 1998 - 2001
Lehman Brothers 1994 - 1997
Education
New York University - Leonard N. Stern School of Business 1998 — 1999
MBA, Finance & Management
Lafayette College 1987 — 1991
BA, American Civilizations
Stamford High School 1984 — 1987
New Canaan Country School 1979 — 1984
RBC November 2009 - Present
Deutsche Bank June 2009 - November 2009
JP Morgan June 2008 - June 2009
Credit Suisse December 2007 - May 2008
Prudential 2005 - 2007
Skills
Account Management, Competitive Analysis, Fixed Income, Hedge Funds, Insurance, Investments, Loans, Marketing Strategy, Mutual Funds, PowerPoint, Salesforce.com, Trading
Education
Kean University 2000 — 2003
BS, Business
Agio January 2014 - Present
Thomson Reuters May 2013 - December 2013
Cambridge Mercantile July 2012 - April 2013
American Express January 2010 - June 2012
JP Morgan January 2007 - January 2009
JP Morgan October 2005 - January 2007
Deloitte May 2004 - October 2005
Morgan Stanley October 2000 - April 2004
Skills
Currency, Trading, Options, FX Options, Risk Management, FX Hedging, Payments, FxCop, Integration, Sales, Salesforce.com, Currency Exchange, Risk Assessment, Operational Risk..., Financial Institutions, Relationship Management, Foreign Exchange, Capital Markets, Financial Risk, Financial Services
Education
Iona College
Iona Preparatory
Bank of Montreal December 2011 - Present
TD Securities August 2010 - December 2011
Bank of Montreal 2008 - August 2010
RBC Capital Markets 2007 - 2008
Bank of Montreal 2000 - 2007
Fusion Technology Group 1999 - 2000
UBS Investment Bank 1996 - 1999
RBC Dominion Securities 1994 - 1996
JP Morgan 1993 - 1994
Compaq 1991 - 1993
Skills
Risk Management, Program Management, Derivatives, Fixed Income, Business Analysis, Trading Systems, Project Portfolio..., PMO, Software Project..., Market Risk, Requirements Analysis, Requirements Gathering, Project Delivery, IT Strategy, Enterprise Architecture, Vendor Management, Capital Markets, Business Requirements, Governance
Education
King's College London, U. of London 1982 — 1985
PhD, Physics
University of Strathclyde 1978 — 1982
B.Sc., Applied Physics
Hire Excellence (ENGS Commercial Finance) January 2014 - May 2014
JP Morgan April 2008 - December 2012
Empire Today October 2006 - February 2007
Man Financial/Refco December 2000 - June 2006
Skills
Data Entry, Clerical Skills, Microsoft Office, Microsoft Excel, Microsoft Word, GMI, OTS, Filing, Retail, Cash Register
Education
Kaplan University 2013 — 2015
Associate's degree, Business Administration and Management, General
Cook County GED Program 2007 — 2007
GED, General Studies
Pershing, a BNY Mellon company May 2015 - Present
Israel Discount Bank May 2011 - May 2015
Capital One August 2010 - May 2011
Morgan Stanley Smith Barney February 2010 - August 2010
Morgan Stanley Smith Barney March 2010 - June 2010
Adecco NA September 2009 - April 2010
JPMorgan Chase & Co. October 1995 - August 2008
JP MORGAN 1995 - 2008
International Finance Banking Corp 1992 - 1995
Barclays Bank of New York 1987 - 1992
Skills
SDLC, Business Analysis, Visio, MS Project, Project Management, Cross-functional Team..., Six Sigma, Software Documentation, Analysis, Requirements Gathering, Management, Leadership, Operations Management, SharePoint, Vendor Management
Education
LaGuardia Community College
in-progress, Business Management
St. Bartholemew
Pharmakon Advisors, LP June 2009 - Present
Deutsche Bank Securities May 2005 - June 2009
JP Morgan January 1996 - May 2005
Skills
Alternative Investments, Private Equity, Emerging Markets, Capital Markets, Investment Banking, Corporate Finance, Valuation, Asset Management, Mergers & Acquisitions, Equity Derivatives, Portfolio Management, Venture Capital, Investments, Equities, Hedge Funds, Trading, Due Diligence
Education
INSEAD 1995 — 1996
MBA, Business Administration
Cameron September 2013 - Present
Sysco April 2013 - September 2013
Sysco July 2011 - April 2013
Credit Agricole CIB (Calyon Bank Houston) May 2010 - April 2011
JP Morgan 2004 - 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Finance, Due Diligence, Financial Statement..., Data Analysis, Business Analysis, Analysis, SAP, Accounting, Forecasting, Management, Project Planning, Budgets, Consolidation, Financial Reporting, Competitive Analysis, Equities, Portfolio Management, Risk Management, Strategic Financial..., Bloomberg, Financial Forecasting
Education
Rice University 2009 — 2011
MBA, Finance
Rice University - Jesse H. Jones Graduate School of Management 2009 — 2011
MBA, Finance
Forfeiture Support Associates October 2010 - Present
JP Morgan April 2007 - June 2009
JP Morgan August 2004 - March 2007
Bank One September 1997 - August 2004
NBD Bank September 1989 - September 1997
Just Sales and Services, Inc. May 1986 - August 1989
Achor Hocking March 1983 - April 1986
Skills
Financial Services, Software Documentation, Investments, Management, Data Analysis, Strategic Planning, Analysis
Education
Lawrence Technological University 1987 — 1992
Bachelor of Science, Business Administration
Macomb Community College 1978 — 1987
Assocaite of Applied Science, Business Data Processing
A&E Technologies June 2000 - Present
HSBC Securities August 2005 - Present
IntelliMark Associates April 2005 - May 2005
Molnlycke Health Care January 2002 - March 2005
WorldCom December 1999 - September 2001
JPMorgan September 1999 - December 1999
Charles River Consultants June 1998 - December 1999
JP Morgan June 1998 - September 1998
MCI August 1996 - June 1998
New Jersey Division of Consumer Affairs-Office of Consumer Protection September 1995 - August 1996
Skills
Switches, Windows Server, Active Directory, Troubleshooting, Cisco Technologies, Servers
Education
New Jersey Institute of Technology 1993 — 1996
BA, Information Systems
New Jersey Institute of Technology - School of Management 1993 — 1996
Minor in Management, B.A. Information Systems
Kean University 1991 — 1993
BS, Computer Science
Essex Catholic
Saint John's Grammar School
Ramapo Bergen Animal Refuge, Inc 2011 - Present
JP Morgan December 2010 - Present
JP Morgan May 1998 - December 2010
Magic Solutions Inc. January 1991 - April 1998
Skills
SAS, Unix Shell Scripting, Excel, Windows/Unix automation, Unix, Microsoft Excel, SDLC, Business Objects, Access, Oracle, Cloud Computing, Requirements Analysis
Education
Lehigh University 1982 — 1984
MBA, Finance
Louisiana State University 1976 — 1981
BS, Management
Sunrise Capital Partners LLC January 2012 - Present
Quinn Emanuel Urquhart & Sullivan, LLP 2010 - 2012
Cravath, Swaine & Moore LLP 2006 - 2010
Deerhurst Capital Management, LLC 2002 - 2003
JP Morgan 1994 - 2002
Skills
Portfolio Management, Hedge Funds, Alternative Investments, Equities, Investments, Derivatives, Private Equity, Capital Markets, Asset Management, Fixed Income, Trading, Securities, Options, Commodity, Mergers & Acquisitions, Investment Strategies, Financial Modeling, Due Diligence, Investment Management, Asset Allocation, Emerging Markets, Fund Of Funds
Education
Lehigh University
Bachelor of Science, Engineering
Northwestern University School of Law
Doctor of Law (J.D.)
JP Morgan June 2015 - Present
J.P. Morgan November 2013 - Present
JPMorgan Chase June 2012 - November 2013
Vice President January 2011 - May 2012
JPMorgan Chase June 2007 - December 2010
JPMorgan Chase June 2006 - June 2007
Skills
Fixed Income, Management, Investment Banking, Financial Analysis, Corporate Finance, Banking, Financial Modeling, Derivatives, Equities, Capital Markets, Financial Reporting, Valuation, Risk Management, Internal Audit, Financial Accounting, Financial Services, Financial Planning, Financial Risk
Education
The Institute of Chartered Accountants of India 2000 — 2003
Master's Degree, Accounting and Finance
Institute of Company Secretaries of India 1997 — 2000
Master's Degree, Company and Corporate Law
University of Madras 1997 — 2000
Bachelor of Commerce (BCom), commerce
JP MORGAN 2006 - 2012
Bearstearns 2005 - 2010
Education
Jawaharlal Nehru Technological University 2003 — 2005
RED CAPITAL GROUP December 2014 - Present
JP Morgan April 2011 - December 2014
JPMorgan October 2008 - April 2011
Education
Xavier University 2005 — 2008
BSBA, Finance
John Carroll University 2004 — 2005
Casa Latina April 2012 - Present
Microsoft May 2010 - Present
Microsoft Corporation April 2008 - April 2010
Microsoft March 2006 - April 2008
Microsoft Corporation January 2004 - March 2006
InSciTek June 2002 - November 2003
JP Morgan January 2000 - January 2001
Banamex January 1997 - January 2000
Skills
Competitive Analysis, Analytics, Forecasting, Financial Modeling, Budget Process, Strategic Planning, Project Management, Risk Management, Business Intelligence, Business Process..., Business Planning, Business Analysis, Go-to-market Strategy, Analysis, Management, Leadership, Process Improvement
Education
University of Rochester - Simon Business School 2001 — 2003
MBA, Strategy and Finance
Instituto Tecnológico Autónomo de México 1998 — 1999
Diploma, Finance
Universidad Iberoamericana, Ciudad de México 1992 — 1996
Bachelor of Science, Industrial Engineering
Prudential Financial March 2011 - Present
Vuzix December 2009 - Present
YMCA of Greater New York June 2009 - Present
JPMorgan Chase 1993 - 2009
JP Morgan 1993 - 2009
Education
New York University 1990 — 1992
MBA, Finance
James Madison University 1984 — 1988
BBA, Computer Science
Moelis & Company July 2010 - August 2010
Morgan Stanley July 2006 - July 2009
Citi June 2005 - September 2005
JP Morgan February 2004 - June 2004
Skills
Investment Banking, Negotiation, Rights Issues, Company Valuation, Capital Markets, Mergers, Restructuring, Asset Managment, IPO
Education
INSEAD 2010 — 2010
MBA
Università Commerciale 'Luigi Bocconi' 2004 — 2006
MSc
Università Commerciale 'Luigi Bocconi' 2001 — 2004
BSc
Morgan Stanley August 2000 - Present
JP Morgan July 1997 - August 2000
Skills
Equities, Hedge Funds, Derivatives, Fixed Income, Capital Markets, Investment Banking, Series 7, Market Risk, Equity Derivatives, Risk Management, Series 63, Series 3, Series 24, ISDA, Dodd-Frank, CVA, Credit Risk, FINRA
Education
Lafayette College 1993 — 1997
A.B., Mathematics, Economics, Government and Law
Monsignor Farrell 1989 — 1993
High School, High School/Secondary Diplomas and Certificates
Morgan Stanley Wealth Management November 2012 - Present
JP Morgan December 2009 - November 2012
Neuberger Berman November 2006 - December 2009
TempCFO Solutions Inc. January 1999 - November 2006
Whitfield & Johnson June 1998 - November 2006
KPMG December 1993 - May 1998
Skills
Strategy, Start-ups, High Net Worth..., Investment Management, Estate Planning, Business Cycle, Economics, Succession Planning, Employee Stock Options, Portfolio Management, Risk Management, Asset Allocation, Wealth Management...
Education
San Jose State University 1999 — 2002
MS, Taxation
Lee University 1990 — 1992
BS, Accounting and Business Administration
Federal Reserve Bank of New York 2011 - Present
Credit Suisse October 1999 - April 2011
BKN March 1998 - October 1999
JP Morgan April 1996 - March 1999
Loral Skynet May 1994 - April 1996
Education
The New School 1999 — 2002
Masters, Human Resources
Ithaca College 1989 — 1993
BS, Human Resources
JW James AME Church May 2013 - Present
JP Morgan November 2000 - October 2010
BMO Harris Bank August 1997 - July 2000
First Chicago Bank & Trust September 1992 - August 1997
Skills
Process Improvement, Credit, Banking, Financial Services, Portfolio Management, Loans, Risk Management, Securities, Relationship Management, Asset Management, Cash Management, Investments, Retail Banking, Customer Service, Mail Merge, Voice Mail, Spreadsheets
Education
Lake Forest Graduate School of Management 2009 — 2012
Master of Business Administration (M.B.A.), Operations Management and Supervision
st marys college, orchard lake, mi 1983 — 1988
Bachelor of Arts (BA), Communication and Media Studies
AmerisourceBergen Specialty Canada (ABSC) April 2014 - Present
Ericsson May 2013 - December 2013
Advantage Professional-Brinks January 2009 - April 2012
Bank of America January 2011 - February 2011
JP Morgan December 2009 - August 2010
Aerotek-Brinks January 2009 - December 2009
Dr. Pepper Bottling Co May 2008 - December 2008
Skills
SAP R/3, Oracle Financials, Operational Excellence, Excel, Financial Analysis, Analysis, Business Analysis, Access, Microsoft Office, Banking, Corporate Finance, Forecasting, Process Improvement, Variance Analysis, PeopleSoft, Business Objects, Data Analysis, Cash Management, Credit, Accounting, SAP, Account Reconciliation
Education
Mississippi State University 1998 — 2000
Bachelors of Finance, Finance
Jackson State University 1993 — 1998
B.B.A., Business Administration
Morgan Stanley October 1998 - Present
JP Morgan January 1996 - October 1998
Ernst and Young October 1992 - December 1995
Education
Iona College 1988 — 1992
BBA, Accounting
JP Morgan March 2008 - Present
Bear Stearns October 2006 - March 2008
IMG June 2005 - February 2006
Education
Pepperdine University 2004 — 2006
Bachelors, Business and Political Science
Lake Forest College 2002 — 2003
Business and Political Science
JP Morgan September 2010 - Present
JP Morgan Asset Management February 2004 - Present
Skills
Equities, Fixed Income, Asset Management, Portfolio Management, Risk Management, Banking, Derivatives, Financial Services, Investments, Mutual Funds, Series 7, Credit, Hedge Funds, Securities, Financial Analysis, Capital Markets, Bloomberg, Financial Modeling, Vendor Management
Education
Kutztown University of Pennsylvania 2000 — 2003
Bachelor's degree, Finance, General
JPMorgan Chase May 2013 - Present
JP Morgan September 2011 - Present
Morgan Stanley January 2007 - September 2011
PwC September 1995 - December 2006
Education
Institute of Chartered Accountants in England and Wales
ACA
Robinson College, Cambridge University 1992 — 1995
BA Hons, Law
Le Cordon Bleu College Tucker, GA July 2012 - June 2013
Peachtree Surgical and Bariateics July 2008 - December 2009
JP Morgan September 1995 - September 2007
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Strategic Planning, Risk Management, Banking, Investments, Business Analysis
Education
Le Cordon Bleu College of Culinary Arts-Atlanta 2012 — 2013
Diploma Pastry & Baking, Baking and Pastry Arts/Baker/Pastry Chef
Everest Institute 2006 — 2007
Diploma, Medical Insurance Billing and Coding
Empire Merchants 2003 - 2012
Fleet Securities 1998 - 2002
Footstar 1995 - 1998
JP Morgan 1992 - 1995
Pepsi Cola 1981 - 1992
Skills
Leadership, Mentoring, Innovation
Education
Iona College 1975 — 1977
Post Masters, Organizational Behavior, honors
Iona College 1972 — 1975
MBA, Management Science, honors
Iona College 1968 — 1972
BS, Mathematics, cum laude