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
Amitesh Bajad Amitesh Bajad's J.P. Morgan Experience September 2009 - August 2014
Job Summer Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets June 2015 - Present
JP Morgan September 2009 - August 2014
Fidelity Investments July 2006 - June 2007
Skills
Credit, Equity Research, Financial Modeling, Financial Risk, Investment Banking, Finance, Corporate Finance, Capital Markets, Valuation, Derivatives, Analysis, Fixed Income, Commercial Banking, Equities, Financial Analysis, Portfolio Management, Business Analysis
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Management Development Institute 2007 — 2009
Post Graduate Diploma in Management, Finance
Punjab Engineering College 2002 — 2006
Bachelor's Degree, Electrical Engineering
RBC Capital Markets June 2015 - Present
JP Morgan September 2009 - August 2014
Fidelity Investments July 2006 - June 2007
Skills
Credit, Equity Research, Financial Modeling, Financial Risk, Investment Banking, Finance, Corporate Finance, Capital Markets, Valuation, Derivatives, Analysis, Fixed Income, Commercial Banking, Equities, Financial Analysis, Portfolio Management, Business Analysis
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Management Development Institute 2007 — 2009
Post Graduate Diploma in Management, Finance
Punjab Engineering College 2002 — 2006
Bachelor's Degree, Electrical Engineering
Jaye (Jaye Matheson) Tanner Jaye (Jaye Matheson) Tanner's J.P. Morgan Experience December 2002 - June 2003
Job Director at PwC, People Analytics
Industry Human Resources
Experience
PwC September 2014 - Present
SuccessFactors October 2008 - August 2014
Department of Immigration and Citizenship July 2007 - October 2008
Department of Employment and Workplace Relations February 2004 - July 2007
Perpetual Trustees July 2003 - January 2004
Royal Australian Air Force (RAAF) May 2001 - December 2003
JP Morgan December 2002 - June 2003
Skills
HRIS, Performance Management, SaaS, Workforce Planning, Change Management, Business, Personnel Management, Human Resources, Strategy, Succession Planning, Leadership, Organizational..., Talent Management, Professional Services, Analytics, Process Improvement, Management, SuccessFactors, Training, Program Management, Recruiting, Consulting, Analysis
Education
University of Western Sydney 2000 — 2003
Bachelor of Adult Education, Human Resources and Industrial Relations
Macquarie University
PwC September 2014 - Present
SuccessFactors October 2008 - August 2014
Department of Immigration and Citizenship July 2007 - October 2008
Department of Employment and Workplace Relations February 2004 - July 2007
Perpetual Trustees July 2003 - January 2004
Royal Australian Air Force (RAAF) May 2001 - December 2003
JP Morgan December 2002 - June 2003
Skills
HRIS, Performance Management, SaaS, Workforce Planning, Change Management, Business, Personnel Management, Human Resources, Strategy, Succession Planning, Leadership, Organizational..., Talent Management, Professional Services, Analytics, Process Improvement, Management, SuccessFactors, Training, Program Management, Recruiting, Consulting, Analysis
Education
University of Western Sydney 2000 — 2003
Bachelor of Adult Education, Human Resources and Industrial Relations
Macquarie University
Robert Mellman Robert Mellman's J.P. Morgan Experience Senior EconomistJ.P. Morgan1985 - Present
Job Senior Economist, Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan Senior EconomistJ.P. Morgan1985 - Present
JP Morgan 1985 - Present
Education
MIT 1970 — 1975
Doctor of Philosophy (PhD), Economics
Swarthmore College 1966 — 1970
Bachelor of Arts (B.A.), Economics
J.P. Morgan Senior EconomistJ.P. Morgan1985 - Present
JP Morgan 1985 - Present
Education
MIT 1970 — 1975
Doctor of Philosophy (PhD), Economics
Swarthmore College 1966 — 1970
Bachelor of Arts (B.A.), Economics
Erik Grabowski Erik Grabowski's J.P. Morgan Experience July 1996 - February 2007
Job Executive Director at J.P. Morgan Asset Management
Industry Real Estate
Experience
J.P. Morgan Asset Management May 2015 - Present
Fortress Commercial Real Estate Advisors February 2014 - May 2015
BlackRock February 2007 - April 2013
JP Morgan July 1996 - February 2007
Skills
Asset Managment, CMBS, Real Estate Economics, Valuation, Investments, Due Diligence, Disposition, Portfolio Management, Capital Markets, Private Equity, Financial Modeling, Real Estate, Asset Management, Real Estate Financing, Structured Finance, Real Estate Development, Acquisitions, Commercial Real Estate, Dispositions, Investment Properties, Leases, Finance, Real Estate Transactions
Education
University of Pennsylvania
Certificate in Retail Real Estate Development (ICSC), Real Estate Development
New York University 2003 — 2004
Masters, Real Estate Investment and Finance
Massachusetts Institute of Technology
Certificate in Commercial Real Estate Development, Real Estate Development
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
BS and BA, Finance and Psychology
J.P. Morgan Asset Management May 2015 - Present
Fortress Commercial Real Estate Advisors February 2014 - May 2015
BlackRock February 2007 - April 2013
JP Morgan July 1996 - February 2007
Skills
Asset Managment, CMBS, Real Estate Economics, Valuation, Investments, Due Diligence, Disposition, Portfolio Management, Capital Markets, Private Equity, Financial Modeling, Real Estate, Asset Management, Real Estate Financing, Structured Finance, Real Estate Development, Acquisitions, Commercial Real Estate, Dispositions, Investment Properties, Leases, Finance, Real Estate Transactions
Education
University of Pennsylvania
Certificate in Retail Real Estate Development (ICSC), Real Estate Development
New York University 2003 — 2004
Masters, Real Estate Investment and Finance
Massachusetts Institute of Technology
Certificate in Commercial Real Estate Development, Real Estate Development
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
BS and BA, Finance and Psychology
James Kivlehan James Kivlehan's J.P. Morgan Experience May 1987 - January 2000
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones 2011 - Present
IRISH THUNDER LLC May 2008 - September 2011
Citybrook Corp May 2002 - June 2011
Pinnacle Solutions Incorporated, New Jersey February 2001 - May 2002
Premium Partners LTD January 2000 - February 2001
JP Morgan May 1987 - January 2000
Skills
Fixed Income, Restructuring, Internal Controls, Syndications, Derivatives
Education
Manhattan College 1984 — 1987
B.S., Finance/Economics
Edward Jones 2011 - Present
IRISH THUNDER LLC May 2008 - September 2011
Citybrook Corp May 2002 - June 2011
Pinnacle Solutions Incorporated, New Jersey February 2001 - May 2002
Premium Partners LTD January 2000 - February 2001
JP Morgan May 1987 - January 2000
Skills
Fixed Income, Restructuring, Internal Controls, Syndications, Derivatives
Education
Manhattan College 1984 — 1987
B.S., Finance/Economics
Stephanie McAllister Stephanie McAllister's J.P. Morgan Experience October 2007 - October 2009
Job Associate Operations Manager at Ultimus Fund Solutions, LLC
Industry Financial Services
Experience
JP Morgan October 2007 - October 2009
Fifth Third Bank October 2006 - October 2007
Fifth Third Bancorp June 2003 - October 2006
Skills
Customer Service, Microsoft Office, Credit, Banking, Retail, Excel, Employee Management, Coaching, Word
Education
Liberty University 2004 — 2006
Masters, Business Administration
Temple Baptist College 1999 — 2002
Bachelor of Science, Education
JP Morgan October 2007 - October 2009
Fifth Third Bank October 2006 - October 2007
Fifth Third Bancorp June 2003 - October 2006
Skills
Customer Service, Microsoft Office, Credit, Banking, Retail, Excel, Employee Management, Coaching, Word
Education
Liberty University 2004 — 2006
Masters, Business Administration
Temple Baptist College 1999 — 2002
Bachelor of Science, Education
Ryan Boyle Ryan Boyle's J.P. Morgan Experience 2007 - 2009
Job Consultant
Industry Market Research
Experience
Sheffield Asset Management, L.L.C. July 2015 - Present
Sports Analytics August 2012 - Present
University of Chicago Booth School of Business October 2012 - October 2014
Northern Trust Global Investments 2010 - 2012
Bank of America 2009 - 2010
JP Morgan 2007 - 2009
Skills
Investment Banking, Hedge Funds, Private Equity, Alternative Investments, Bloomberg, Options, Financial Analysis, Equities, Financial Modeling, Portfolio Management, Strategy
Education
Lewis University
Bachelor of Science, Finance
Sheffield Asset Management, L.L.C. July 2015 - Present
Sports Analytics August 2012 - Present
University of Chicago Booth School of Business October 2012 - October 2014
Northern Trust Global Investments 2010 - 2012
Bank of America 2009 - 2010
JP Morgan 2007 - 2009
Skills
Investment Banking, Hedge Funds, Private Equity, Alternative Investments, Bloomberg, Options, Financial Analysis, Equities, Financial Modeling, Portfolio Management, Strategy
Education
Lewis University
Bachelor of Science, Finance
Robert M. Reed Robert M. Reed's J.P. Morgan Experience February 2007 - August 2012
Job Director – U.S. AML Regulatory Effectiveness at BMO Financial Group
Industry Financial Services
Experience
Chicago Area Alternative Education League (CAAEL) February 2015 - Present
BMO Financial Group February 2015 - Present
OCC August 2012 - February 2015
JP Morgan February 2007 - August 2012
JP Morgan December 2005 - February 2007
Chicago Board of Trade April 2004 - November 2005
Technology Partners LLC June 2003 - April 2004
Skills
AML, Bloomberg, Business Analysis, Compliance, Customer Relations, Commodities, Credit Risk, Contract Negotiation, Due Diligence, Derivatives, Equities, External Audit, FX, Financial Analysis, Fixed Income, Global Management, Hedge Funds, Investment Banking, Mergers, Options, Operational Strategy, Procedure Creation, Policy Writing, Process Improvement, Portfolio Management, Project Management, P&L Analysis, Risk Assessment, Risk Management, Securities, Strategic Negotiations, Strategic Planning, Trading Systems, Commodity, Asset Management, Capital Markets, Customer Service, Electronic Trading, FINRA, FX Options, Finance, Financial Markets, Investments, Mergers & Acquisitions, Operational Risk, Trading, Enterprise Risk..., Alternative Investments, Equity Derivatives, Anti Money Laundering
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (MBA)
Lewis University 1997 — 2000
BA, Finance, Economics, & Business Management
Chicago Area Alternative Education League (CAAEL) February 2015 - Present
BMO Financial Group February 2015 - Present
OCC August 2012 - February 2015
JP Morgan February 2007 - August 2012
JP Morgan December 2005 - February 2007
Chicago Board of Trade April 2004 - November 2005
Technology Partners LLC June 2003 - April 2004
Skills
AML, Bloomberg, Business Analysis, Compliance, Customer Relations, Commodities, Credit Risk, Contract Negotiation, Due Diligence, Derivatives, Equities, External Audit, FX, Financial Analysis, Fixed Income, Global Management, Hedge Funds, Investment Banking, Mergers, Options, Operational Strategy, Procedure Creation, Policy Writing, Process Improvement, Portfolio Management, Project Management, P&L Analysis, Risk Assessment, Risk Management, Securities, Strategic Negotiations, Strategic Planning, Trading Systems, Commodity, Asset Management, Capital Markets, Customer Service, Electronic Trading, FINRA, FX Options, Finance, Financial Markets, Investments, Mergers & Acquisitions, Operational Risk, Trading, Enterprise Risk..., Alternative Investments, Equity Derivatives, Anti Money Laundering
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (MBA)
Lewis University 1997 — 2000
BA, Finance, Economics, & Business Management
Eli Williams Eli Williams's J.P. Morgan Experience June 2010 - August 2010
Job Derivatives Trader
Industry Financial Services
Experience
Belvedere Trading, LLC September 2011 - March 2014
JP Morgan June 2010 - August 2010
Skills
Derivatives, Options, Data Analysis, Financial Modeling, Trading, Trading Systems, Market Making, Proprietary Trading, Deep Brain Stimulation, Investments, Financial Markets
Education
Massachusetts Institute of Technology 2007 — 2011
BS, Mathematics
Borger High School
Belvedere Trading, LLC September 2011 - March 2014
JP Morgan June 2010 - August 2010
Skills
Derivatives, Options, Data Analysis, Financial Modeling, Trading, Trading Systems, Market Making, Proprietary Trading, Deep Brain Stimulation, Investments, Financial Markets
Education
Massachusetts Institute of Technology 2007 — 2011
BS, Mathematics
Borger High School
Ryan Hall, CFA Ryan Hall, CFA's J.P. Morgan Experience 2008 - 2009
Job US Inflation Trader at Citigroup
Industry Financial Services
Experience
Citi 2015 - Present
Citi 2009 - 2015
JP Morgan 2008 - 2009
J.P. Morgan 2007 - 2008
Skills
Fixed Income, Trading, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Financial Modeling, Valuation, Bonds, Securities, Investments, Asset Management, Trading Systems, Options, Financial Markets
Education
Loyola University Maryland 2003 — 2007
BBA, Finance and Business Economics
Citi 2015 - Present
Citi 2009 - 2015
JP Morgan 2008 - 2009
J.P. Morgan 2007 - 2008
Skills
Fixed Income, Trading, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Financial Modeling, Valuation, Bonds, Securities, Investments, Asset Management, Trading Systems, Options, Financial Markets
Education
Loyola University Maryland 2003 — 2007
BBA, Finance and Business Economics
Patrizia Marsura Patrizia Marsura's J.P. Morgan Experience 1998 - 1999
Job Head of Data Products Architecture at ISS | Institutional Shareholder Services
Industry Financial Services
Experience
ISS Institutional Shareholder Services January 2015 - Present
Golden Seeds 2011 - Present
Axioma Inc. May 2014 - November 2014
Crimson Hexagon April 2013 - June 2013
RiskMetrics Group (acquired by MSCI in 2010) 2004 - 2011
RiskMetrics Group 1999 - 2004
RiskMetrics Group 1999 - 2000
JP Morgan 1998 - 1999
UBS 1994 - 1996
Skills
Product Management, Software Development, Start-ups, Management, Entrepreneurship, Business Strategy, Leadership, Quantitative Analytics, Web Services, Product Development, Cross-functional Team..., Venture Capital, Analysis, SaaS, Risk Management, Agile Methodologies, Process Improvement, Competitive Analysis, Project Planning, Mergers & Acquisitions, Executive Management, Innovation, SOA, Strategic Partnerships, Business Planning, Change Management, Investments, Portfolio Management, Financial Modeling, Market Research, Management Consulting, Team Building, Analytics, Strategy
Education
Massachusetts Institute of Technology 2011 — 2012
MBA, Sloan Fellows Program in Innovation and Global Leadership
University of Illinois at Urbana-Champaign 1997 — 1998
MS, Computer Science
Fachhochschule Nordwestschweiz FHNW 1990 — 1993
BS, Computer Science
ISS Institutional Shareholder Services January 2015 - Present
Golden Seeds 2011 - Present
Axioma Inc. May 2014 - November 2014
Crimson Hexagon April 2013 - June 2013
RiskMetrics Group (acquired by MSCI in 2010) 2004 - 2011
RiskMetrics Group 1999 - 2004
RiskMetrics Group 1999 - 2000
JP Morgan 1998 - 1999
UBS 1994 - 1996
Skills
Product Management, Software Development, Start-ups, Management, Entrepreneurship, Business Strategy, Leadership, Quantitative Analytics, Web Services, Product Development, Cross-functional Team..., Venture Capital, Analysis, SaaS, Risk Management, Agile Methodologies, Process Improvement, Competitive Analysis, Project Planning, Mergers & Acquisitions, Executive Management, Innovation, SOA, Strategic Partnerships, Business Planning, Change Management, Investments, Portfolio Management, Financial Modeling, Market Research, Management Consulting, Team Building, Analytics, Strategy
Education
Massachusetts Institute of Technology 2011 — 2012
MBA, Sloan Fellows Program in Innovation and Global Leadership
University of Illinois at Urbana-Champaign 1997 — 1998
MS, Computer Science
Fachhochschule Nordwestschweiz FHNW 1990 — 1993
BS, Computer Science
Charles Fisher Charles Fisher's J.P. Morgan Experience July 2006 - December 2008
Job Crude Oil Broker at PVM Futures INC
Industry Oil & Energy
Experience
PVM Futures INC February 2009 - Present
JP Morgan July 2006 - December 2008
Paragon Brokerage 2005 - 2006
Energex 2000 - 2005
United Energy 1999 - 2000
Zone Energy 1998 - 1999
Skills
Petroleum, Commodity, Energy, Energy Markets, Natural Gas, Commodity Markets, Derivatives, Electronic Trading, Trading, Options, Hedging, Proprietary Trading, Hedge Funds, Technical Analysis, Trading Systems
Education
Manhattan College 1991 — 1994
BS, Marketing
PVM Futures INC February 2009 - Present
JP Morgan July 2006 - December 2008
Paragon Brokerage 2005 - 2006
Energex 2000 - 2005
United Energy 1999 - 2000
Zone Energy 1998 - 1999
Skills
Petroleum, Commodity, Energy, Energy Markets, Natural Gas, Commodity Markets, Derivatives, Electronic Trading, Trading, Options, Hedging, Proprietary Trading, Hedge Funds, Technical Analysis, Trading Systems
Education
Manhattan College 1991 — 1994
BS, Marketing
Brendan Finnerty Brendan Finnerty's J.P. Morgan Experience August 2014 - Present
Job Product Controller at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan July 2012 - September 2014
J.P. Morgan June 2011 - August 2011
JP Morgan June 2010 - August 2010
Sandy Drawers August 2009 - June 2010
Skills
PowerPoint, Microsoft Excel, Access, Spanish, Microsoft Word, Statistics, Microsoft Office, Public Speaking, Economics, Finance
Education
Loyola University Maryland 2008 — 2012
B.B.A., Finance Minor: Information Systems
Chaminade High School 2004 — 2008
High School Diploma
University College Cork 2010 — 2010
J.P. Morgan August 2014 - Present
J.P. Morgan July 2012 - September 2014
J.P. Morgan June 2011 - August 2011
JP Morgan June 2010 - August 2010
Sandy Drawers August 2009 - June 2010
Skills
PowerPoint, Microsoft Excel, Access, Spanish, Microsoft Word, Statistics, Microsoft Office, Public Speaking, Economics, Finance
Education
Loyola University Maryland 2008 — 2012
B.B.A., Finance Minor: Information Systems
Chaminade High School 2004 — 2008
High School Diploma
University College Cork 2010 — 2010
Robert R Ruhl Robert R Ruhl's J.P. Morgan Experience October 2010 - September 2012
Job Senior Cash Receipts Specialist at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2012 - Present
JP Morgan October 2010 - September 2012
Equity Bank March 2008 - November 2010
Target August 2007 - November 2009
Skills
Investments, Customer Service, Sales, Financial Analysis, Accounts Payable, Time Management, Microsoft Excel, Leadership, Insurance, Strategic Planning, Marketing, Analysis, Finance
Education
University of Missouri-Kansas City 2008 — 2010
Bachelor of Arts, Business Administration; Finance
Longview Community College 2006 — 2008
Associate of Arts, Business Administration
EMPOWER Retirement September 2012 - Present
JP Morgan October 2010 - September 2012
Equity Bank March 2008 - November 2010
Target August 2007 - November 2009
Skills
Investments, Customer Service, Sales, Financial Analysis, Accounts Payable, Time Management, Microsoft Excel, Leadership, Insurance, Strategic Planning, Marketing, Analysis, Finance
Education
University of Missouri-Kansas City 2008 — 2010
Bachelor of Arts, Business Administration; Finance
Longview Community College 2006 — 2008
Associate of Arts, Business Administration
Terri Sanchez, Esq. Terri Sanchez, Esq.'s J.P. Morgan Experience 2014 - Present
Job Operations Manager
Industry Financial Services
Experience
JP Morgan 2014 - Present
Delaware Air National Guard 2006 - July 2015
Children's Justice Clinic August 2009 - May 2010
United States District Court, District of Delaware January 2009 - May 2009
Rutgers Law Clinic August 2007 - January 2008
PFPC 1999 - 2007
PNC Bank 1993 - 1994
US Army 1988 - 1991
Skills
Financial Analysis, Microsoft Excel, Juvenile Law, Accounting, Financial Accounting, Logistics Management, Training, Program Management, Financial Reporting, Banking, Investments, Microsoft Office, Tax, Auditing, Customer Service, Management, Project Management
Education
Rutgers, The State University of New Jersey-Camden 2007 — 2010
Doctor of Law (J.D.), Law
Loyola University Maryland
JP Morgan 2014 - Present
Delaware Air National Guard 2006 - July 2015
Children's Justice Clinic August 2009 - May 2010
United States District Court, District of Delaware January 2009 - May 2009
Rutgers Law Clinic August 2007 - January 2008
PFPC 1999 - 2007
PNC Bank 1993 - 1994
US Army 1988 - 1991
Skills
Financial Analysis, Microsoft Excel, Juvenile Law, Accounting, Financial Accounting, Logistics Management, Training, Program Management, Financial Reporting, Banking, Investments, Microsoft Office, Tax, Auditing, Customer Service, Management, Project Management
Education
Rutgers, The State University of New Jersey-Camden 2007 — 2010
Doctor of Law (J.D.), Law
Loyola University Maryland
Jeff Berry Jeff Berry's J.P. Morgan Experience March 2010 - July 2013
Job Senior Consultant at Eagle Investment Systems
Industry Financial Services
Experience
JP Morgan March 2010 - July 2013
State Street July 2007 - February 2009
Investors Bank & Trust August 1998 - July 2007
Skills
Derivatives, Equities, Mutual Funds, Financial Services, Fund Accounting, Fixed Income, Alternative Investments, Investments, Bloomberg, Accounting, Client Services, Investment Management, Bonds, Middle Office, Global Custody, Options
Education
Massachusetts Institute of Technology
MS, Chemical Oceanography
Pacific Lutheran University
BS, Chemistry
JP Morgan March 2010 - July 2013
State Street July 2007 - February 2009
Investors Bank & Trust August 1998 - July 2007
Skills
Derivatives, Equities, Mutual Funds, Financial Services, Fund Accounting, Fixed Income, Alternative Investments, Investments, Bloomberg, Accounting, Client Services, Investment Management, Bonds, Middle Office, Global Custody, Options
Education
Massachusetts Institute of Technology
MS, Chemical Oceanography
Pacific Lutheran University
BS, Chemistry
Jennifer (Boulay) Acosta Jennifer (Boulay) Acosta's J.P. Morgan Experience July 2008 - Present
Job Executive Director, Corporate & Investment Bank
Industry Financial Services
Experience
JP Morgan July 2008 - Present
GE Commercial Finance January 2000 - April 2008
GE Capital 2000 - 2008
Education
Marist College 1988 — 1992
Bachelor of Arts, Communications
JP Morgan July 2008 - Present
GE Commercial Finance January 2000 - April 2008
GE Capital 2000 - 2008
Education
Marist College 1988 — 1992
Bachelor of Arts, Communications
Lisa Ezrol Curran, CFA Lisa Ezrol Curran, CFA's J.P. Morgan Experience 1993 - 1995
Job founder Perspicua Strategic Partners
Industry Financial Services
Experience
FinTEx Chicago 2014 - Present
Perspicua Strategic Partners 2005 - Present
Chicago Mercantile Exchange 2001 - 2005
Refco Group 1999 - 2000
Citibank 1995 - 1999
JP Morgan 1993 - 1995
Lehman Brothers 1991 - 1993
Lotus Development Company 1988 - 1991
Skills
Financial Modeling, Capital Markets, Strategic Planning, Business Strategy, Derivatives, Corporate Development, Business Planning, Financial Analysis, Marketing Strategy, Entrepreneurship, Strategy, Hedge Funds, Start-ups, Mergers & Acquisitions, Corporate Finance, Venture Capital, Investments
Education
Massachusetts Institute of Technology
SB
New York University - Leonard N. Stern School of Business
MBA
FinTEx Chicago 2014 - Present
Perspicua Strategic Partners 2005 - Present
Chicago Mercantile Exchange 2001 - 2005
Refco Group 1999 - 2000
Citibank 1995 - 1999
JP Morgan 1993 - 1995
Lehman Brothers 1991 - 1993
Lotus Development Company 1988 - 1991
Skills
Financial Modeling, Capital Markets, Strategic Planning, Business Strategy, Derivatives, Corporate Development, Business Planning, Financial Analysis, Marketing Strategy, Entrepreneurship, Strategy, Hedge Funds, Start-ups, Mergers & Acquisitions, Corporate Finance, Venture Capital, Investments
Education
Massachusetts Institute of Technology
SB
New York University - Leonard N. Stern School of Business
MBA
Peter Gajdoš Peter Gajdoš's J.P. Morgan Experience 2005 - 2007
Job Managing Director and Portfolio Manager at Presidio Partners
Industry Venture Capital & Private Equity
Experience
Presidio Partners July 2013 - Present
AgoraSol LLC March 2013 - June 2013
Silver Lake Kraftwerk October 2012 - December 2012
Warburg Pincus June 2012 - August 2012
Virgin Green Fund April 2007 - July 2011
JP Morgan 2005 - 2007
The Slovak Embassy Washington D.C. 2003 - 2003
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Emerging Markets, LBO, Due Diligence, Corporate Development, Investments, Business Strategy, M&A experience, Entrepreneurship, Portfolio Management, Cleantech, Technology, Business Valuation, Capital Markets, Start-ups, IPO, Renewable Energy, Finance, Equities, Business Development, Corporate Finance
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA
University of North Carolina at Chapel Hill 2002 — 2005
Bachelor's
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2005
Bachelor of Science
Universiteit Maastricht 2004 — 2004
Presidio Partners July 2013 - Present
AgoraSol LLC March 2013 - June 2013
Silver Lake Kraftwerk October 2012 - December 2012
Warburg Pincus June 2012 - August 2012
Virgin Green Fund April 2007 - July 2011
JP Morgan 2005 - 2007
The Slovak Embassy Washington D.C. 2003 - 2003
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Emerging Markets, LBO, Due Diligence, Corporate Development, Investments, Business Strategy, M&A experience, Entrepreneurship, Portfolio Management, Cleantech, Technology, Business Valuation, Capital Markets, Start-ups, IPO, Renewable Energy, Finance, Equities, Business Development, Corporate Finance
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA
University of North Carolina at Chapel Hill 2002 — 2005
Bachelor's
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2005
Bachelor of Science
Universiteit Maastricht 2004 — 2004
Lawrence Pecker Lawrence Pecker's J.P. Morgan Experience March 2008 - November 2009
Job Director, US Bank Regulatory Reporting at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2009 - Present
JP Morgan March 2008 - November 2009
Bears Stearns June 2005 - March 2008
Merrill Lynch June 2002 - June 2005
Goldman Sachs February 1987 - July 2002
Skills
Hedge Funds, Capital Markets, Sybase, Integration, Product Management, Business Development, Back Office, Investment Banking, IT Strategy, Leadership, Negotiation, Financial Markets, Prime Brokerage, Project Management, Management, Budgets, Trading, Strategy, Bloomberg, Software Development, Equities, Middle Office, Relationship Management, Business Strategy, Financial Services
Education
University of Florida 1980 — 1985
BS Engineering, Computer Science
London Business School 2011 — 2013
Executive Leadership and Strategy
Deutsche Bank November 2009 - Present
JP Morgan March 2008 - November 2009
Bears Stearns June 2005 - March 2008
Merrill Lynch June 2002 - June 2005
Goldman Sachs February 1987 - July 2002
Skills
Hedge Funds, Capital Markets, Sybase, Integration, Product Management, Business Development, Back Office, Investment Banking, IT Strategy, Leadership, Negotiation, Financial Markets, Prime Brokerage, Project Management, Management, Budgets, Trading, Strategy, Bloomberg, Software Development, Equities, Middle Office, Relationship Management, Business Strategy, Financial Services
Education
University of Florida 1980 — 1985
BS Engineering, Computer Science
London Business School 2011 — 2013
Executive Leadership and Strategy
Patrick Power Patrick Power's J.P. Morgan Experience July 1992 - April 1997
Job Infrastructure Technical Project Manager at Regeneron Pharmaceuticals
Industry Information Technology and Services
Experience
Regeneron Pharmaceuticals, Inc. February 2015 - Present
Morgan Stanley April 2011 - February 2015
Citigroup November 2006 - August 2010
Pfizer, Inc. October 2005 - June 2006
BMW of North America, LLC June 2001 - June 2005
Context Integration November 1999 - November 2000
Ernst & Young, LLP April 1997 - December 1998
JP Morgan July 1992 - April 1997
J.P. Morgan October 1990 - October 1991
Skills
Project Management, Infrastructure, Enterprise Architecture, Integration, Technical Architecture, Business Analysis, Program Management, PMO, PMP, Vendor Management, Management, IT Strategy, Project Portfolio..., Information Technology, Enterprise Software, Requirements Analysis, IT Management
Education
Manhattan College
Regeneron Pharmaceuticals, Inc. February 2015 - Present
Morgan Stanley April 2011 - February 2015
Citigroup November 2006 - August 2010
Pfizer, Inc. October 2005 - June 2006
BMW of North America, LLC June 2001 - June 2005
Context Integration November 1999 - November 2000
Ernst & Young, LLP April 1997 - December 1998
JP Morgan July 1992 - April 1997
J.P. Morgan October 1990 - October 1991
Skills
Project Management, Infrastructure, Enterprise Architecture, Integration, Technical Architecture, Business Analysis, Program Management, PMO, PMP, Vendor Management, Management, IT Strategy, Project Portfolio..., Information Technology, Enterprise Software, Requirements Analysis, IT Management
Education
Manhattan College
Naeem Khalid Naeem Khalid's J.P. Morgan Experience 1994 - 1996
Job Global Head of Platform Servcies Pvt Bank at Standard Charterd Bank
Industry Investment Management
Experience
Standard Charterd Bank March 2009 - Present
Deustche Bank June 2006 - December 2008
Deutsche Bank June 2006 - June 2007
Deutsche Asset Management June 2000 - June 2005
DWS Investments 2001 - 2005
DWS Holding & Services 2001 - 2005
Bankers Trust 1996 - 1998
JPMorgan 1994 - 1996
JP Morgan 1994 - 1996
Skills
Management, Business Intelligence, Budgets, Investment Banking, Hedge Funds, BPO, Strategy, Asset Managment, Executive Management, Alternative Investments, Financial Risk, Mutual Funds, Equities, Risk Management, Negotiation, Cross-functional Team..., Credit Derivatives, Options, Portfolio Management, Investment Management, Bloomberg, Derivatives, Software Development, Team Management, Investments, Financial Services, Banking, Leadership, Databases, Electronic Trading, Trading, Market Data, Security, FX Options, Capital Markets, Trading Systems, Fixed Income, Back Office, Middle Office, Financial Markets, Market Risk, Securities, Equity Derivatives, Asset Management, Emerging Markets, Bonds, Prime Brokerage, Structured Products, Swaps
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Massachusetts Institute of Technology 1984 — 1987
MS, EECS
UET Lahore
Standard Charterd Bank March 2009 - Present
Deustche Bank June 2006 - December 2008
Deutsche Bank June 2006 - June 2007
Deutsche Asset Management June 2000 - June 2005
DWS Investments 2001 - 2005
DWS Holding & Services 2001 - 2005
Bankers Trust 1996 - 1998
JPMorgan 1994 - 1996
JP Morgan 1994 - 1996
Skills
Management, Business Intelligence, Budgets, Investment Banking, Hedge Funds, BPO, Strategy, Asset Managment, Executive Management, Alternative Investments, Financial Risk, Mutual Funds, Equities, Risk Management, Negotiation, Cross-functional Team..., Credit Derivatives, Options, Portfolio Management, Investment Management, Bloomberg, Derivatives, Software Development, Team Management, Investments, Financial Services, Banking, Leadership, Databases, Electronic Trading, Trading, Market Data, Security, FX Options, Capital Markets, Trading Systems, Fixed Income, Back Office, Middle Office, Financial Markets, Market Risk, Securities, Equity Derivatives, Asset Management, Emerging Markets, Bonds, Prime Brokerage, Structured Products, Swaps
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Massachusetts Institute of Technology 1984 — 1987
MS, EECS
UET Lahore
Alberto Bambach Alberto Bambach's J.P. Morgan Experience 2000 - Present
Job Managing Director JPMorgan Corporate and Investment Bank (CIB) Dallas TX
Industry Financial Services
Experience
JP Morgan 2000 - Present
JPMorgan 2006 - 2010
GreenPoint Bank September 1995 - June 2000
GreenPoint Credit 1995 - 2000
GreenPoint Financial Corp. 1995 - 2000
Skills
Business Analysis, Fixed Income, Securities, Banking, Equities, Management, Middle Office, Corporate Actions, Derivatives, Capital Markets, Project Management, Financial Risk, Risk Management, Investments, Back Office, Asset Management, Change Management, Strategic Planning, Mergers & Acquisitions, Investment Banking, Process Improvement, Vendor Management, Due Diligence, People Development, Financial Services, Global Custody, Portfolio Management, Hedge Funds, Relationship Management
Education
London Business School 2004 — 2004
SEP, Senior Executive Program
The University of Connecticut School of Business 1983 — 1985
MBA, Business
Stevens Institute of Technology 1979 — 1983
BS EE, Electrical Engineering
JP Morgan 2000 - Present
JPMorgan 2006 - 2010
GreenPoint Bank September 1995 - June 2000
GreenPoint Credit 1995 - 2000
GreenPoint Financial Corp. 1995 - 2000
Skills
Business Analysis, Fixed Income, Securities, Banking, Equities, Management, Middle Office, Corporate Actions, Derivatives, Capital Markets, Project Management, Financial Risk, Risk Management, Investments, Back Office, Asset Management, Change Management, Strategic Planning, Mergers & Acquisitions, Investment Banking, Process Improvement, Vendor Management, Due Diligence, People Development, Financial Services, Global Custody, Portfolio Management, Hedge Funds, Relationship Management
Education
London Business School 2004 — 2004
SEP, Senior Executive Program
The University of Connecticut School of Business 1983 — 1985
MBA, Business
Stevens Institute of Technology 1979 — 1983
BS EE, Electrical Engineering
Dan Conroy Dan Conroy's J.P. Morgan Experience July 2000 - June 2003
Job VP Business Development at Surgical Care Affiliates
Industry Hospital & Health Care
Experience
Surgical Care Affiliates August 2014 - Present
Aetna June 2011 - July 2014
Aetna February 2010 - June 2011
Aetna August 2008 - February 2010
Aetna March 2006 - August 2008
CCP Equity Partners June 2003 - March 2006
JP Morgan July 2000 - June 2003
Education
Yale University - Yale School of Management
M.B.A., Leadership in Healthcare
M.I.T.
B.S., Management Science, Economics
Surgical Care Affiliates August 2014 - Present
Aetna June 2011 - July 2014
Aetna February 2010 - June 2011
Aetna August 2008 - February 2010
Aetna March 2006 - August 2008
CCP Equity Partners June 2003 - March 2006
JP Morgan July 2000 - June 2003
Education
Yale University - Yale School of Management
M.B.A., Leadership in Healthcare
M.I.T.
B.S., Management Science, Economics
Katie (Scolnick) Schmitz Katie (Scolnick) Schmitz's J.P. Morgan Experience August 2002 - December 2007
Job
Industry Financial Services
Experience
Coach March 2011 - February 2013
JPMorgan Asset Management December 2007 - May 2011
JP Morgan August 2002 - December 2007
Skills
Asset Management, PowerPoint, Excel, Customer Relations, Word, Research, Financial Analysis, Microsoft Office, Strategic Planning, Teamwork, Analysis, Data Analysis, Retail, Outlook, Forecasting, Marketing Strategy
Education
Loyola College in Maryland 2002 — 2006
Bachelor of Business Administration in General Business
University of Florence 2005 — 2005
Syracuse University Study Abroad Program
Coach March 2011 - February 2013
JPMorgan Asset Management December 2007 - May 2011
JP Morgan August 2002 - December 2007
Skills
Asset Management, PowerPoint, Excel, Customer Relations, Word, Research, Financial Analysis, Microsoft Office, Strategic Planning, Teamwork, Analysis, Data Analysis, Retail, Outlook, Forecasting, Marketing Strategy
Education
Loyola College in Maryland 2002 — 2006
Bachelor of Business Administration in General Business
University of Florence 2005 — 2005
Syracuse University Study Abroad Program
Ajay Singhal Ajay Singhal's J.P. Morgan Experience 2008 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan 2008 - Present
Bear Stearns June 2006 - Present
Deutsche Bank January 2005 - June 2006
Compunnel Software Group September 2004 - June 2006
Skills
Sybase, SDLC, Java Enterprise Edition, Hibernate, Spring, Electronic Trading, Weblogic, Java, Struts, Derivatives, Sun Certified Java..., UML, Microsoft SQL Server, J2EE Application..., Microsoft Certified..., Design Patterns, Spring Framework, Flex, J2EE, Portal Technologies, Web 2.0, AJAX Toolkit, AJAX Frameworks, Weblogic Portal Server, Weblogic Application..., Portlet Development, Adobe Flex, Oracle SQL
Education
Maharshi Dayanand University
Masters, Computer Science
CCS University
Masters, Mathematics
National Institute of Information Technology
JP Morgan 2008 - Present
Bear Stearns June 2006 - Present
Deutsche Bank January 2005 - June 2006
Compunnel Software Group September 2004 - June 2006
Skills
Sybase, SDLC, Java Enterprise Edition, Hibernate, Spring, Electronic Trading, Weblogic, Java, Struts, Derivatives, Sun Certified Java..., UML, Microsoft SQL Server, J2EE Application..., Microsoft Certified..., Design Patterns, Spring Framework, Flex, J2EE, Portal Technologies, Web 2.0, AJAX Toolkit, AJAX Frameworks, Weblogic Portal Server, Weblogic Application..., Portlet Development, Adobe Flex, Oracle SQL
Education
Maharshi Dayanand University
Masters, Computer Science
CCS University
Masters, Mathematics
National Institute of Information Technology
Anthony Faria Anthony Faria's J.P. Morgan Experience June 2011 - July 2013
Job Investment Banking Associate
Industry Investment Banking
Experience
Wells Fargo Securities July 2013 - Present
JP Morgan June 2011 - July 2013
J.P. Morgan June 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Portuguese, Capital Markets, Spanish, PowerPoint, Valuation, Quantitative Analytics, Venture Capital, Due Diligence, Corporate Finance, Equities, Investment Banking, Finance, Microsoft Excel, Microsoft Office
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Finance
Wells Fargo Securities July 2013 - Present
JP Morgan June 2011 - July 2013
J.P. Morgan June 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Portuguese, Capital Markets, Spanish, PowerPoint, Valuation, Quantitative Analytics, Venture Capital, Due Diligence, Corporate Finance, Equities, Investment Banking, Finance, Microsoft Excel, Microsoft Office
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Finance
Sue Anne Jimenez Sue Anne Jimenez's J.P. Morgan Experience August 2007 - Present
Job Vice President, JP Morgan
Industry Investment Banking
Nicholas Lieberman Nicholas Lieberman's J.P. Morgan Experience June 2008 - July 2009
Job President / Partner at Innovare Medical Media
Industry Marketing and Advertising
Experience
Innovare Medical Media January 2011 - Present
JP Morgan June 2008 - July 2009
Bear Stearns June 2007 - June 2008
Skills
Financial Analysis, Financial Modeling, Marketing Strategy, Bloomberg, Program Management, Strategic Planning, Marketing, Leadership, Analysis, New Business Development, Management, Alternative Investments
Education
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor’s Degree, Finance and Accounting
Blair Academy 1999 — 2003
Innovare Medical Media January 2011 - Present
JP Morgan June 2008 - July 2009
Bear Stearns June 2007 - June 2008
Skills
Financial Analysis, Financial Modeling, Marketing Strategy, Bloomberg, Program Management, Strategic Planning, Marketing, Leadership, Analysis, New Business Development, Management, Alternative Investments
Education
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor’s Degree, Finance and Accounting
Blair Academy 1999 — 2003
Hei Wai Chan Hei Wai Chan's J.P. Morgan Experience 1998 - 2001
Job Managing Director at Aragain Capital Management
Industry Investment Management
Experience
Aragain Capital Management September 2009 - Present
EdFinance September 2007 - September 2009
Lehman Brothers 2004 - 2007
U.S. Department of Education 2001 - 2004
JP Morgan 1998 - 2001
Union Bank of Switzerland 1993 - 1998
Education
Massachusetts Institute of Technology 1986 — 1992
PhD
Massachusetts Institute of Technology 1985 — 1986
MS
Massachusetts Institute of Technology 1981 — 1985
BS
Aragain Capital Management September 2009 - Present
EdFinance September 2007 - September 2009
Lehman Brothers 2004 - 2007
U.S. Department of Education 2001 - 2004
JP Morgan 1998 - 2001
Union Bank of Switzerland 1993 - 1998
Education
Massachusetts Institute of Technology 1986 — 1992
PhD
Massachusetts Institute of Technology 1985 — 1986
MS
Massachusetts Institute of Technology 1981 — 1985
BS
Dan Dodson's J.P. Morgan Experience 1993 - 1995
Job Program Manager, Procurement and Supply Chain Management at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services July 2015 - Present
PHH Corporation December 1997 - July 2015
PHH Mortgage 2000 - 2004
PHH Mortgage 2000 - 2001
PHH Mortgage 1997 - 2000
CareScience, Inc. 1995 - 1997
JP Morgan 1993 - 1995
Skills
Outsourcing, SDLC, Cross-functional Team..., Process Improvement, Vendor Management, Strategic Sourcing, Governance, Program Management, Change Management, Business Analysis, IT Outsourcing, IT Management, IT Strategy, Contract Management, Service Level Agreements, Business Process..., Outsourcing Management, Contract Negotiation, Business Process..., Risk Management, Legal Compliance, Regulatory Compliance
Education
University of Maryland University College 2010 — 2013
MS, Information Technology, Project Management
Loyola College in Maryland
BBA, Business Administration, Management Information Systems
Amazon Web Services July 2015 - Present
PHH Corporation December 1997 - July 2015
PHH Mortgage 2000 - 2004
PHH Mortgage 2000 - 2001
PHH Mortgage 1997 - 2000
CareScience, Inc. 1995 - 1997
JP Morgan 1993 - 1995
Skills
Outsourcing, SDLC, Cross-functional Team..., Process Improvement, Vendor Management, Strategic Sourcing, Governance, Program Management, Change Management, Business Analysis, IT Outsourcing, IT Management, IT Strategy, Contract Management, Service Level Agreements, Business Process..., Outsourcing Management, Contract Negotiation, Business Process..., Risk Management, Legal Compliance, Regulatory Compliance
Education
University of Maryland University College 2010 — 2013
MS, Information Technology, Project Management
Loyola College in Maryland
BBA, Business Administration, Management Information Systems
Berni Melton Berni Melton's J.P. Morgan Experience October 2004 - February 2006
Job Portfolio/Project Manager, Wealth Management @ BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group November 2011 - Present
Independent Consultant April 2006 - December 2013
NeoSphere Energy Corporation May 2009 - December 2010
HCSC September 2007 - March 2009
ABN AMRO April 2006 - February 2007
JP Morgan October 2004 - February 2006
Bank One October 1998 - October 2004
NiSource 1990 - February 1997
Skills
Strategic Planning, Policy/Procedure..., Business Systems..., Business Operations..., Financial Processes, Enterprise Collaboration, Program Management, Project Portfolio..., Financial Management, Business Strategy, Business Intelligence, Business Planning, Business Management, Financial Planning, Business Analysis, Process Improvement, PMO, Forecasting, Budgeting, Analysis, Integration, Start-ups, Mergers, Conversions, Management Consulting, Budgets, Strategy, Cross-functional Team..., Risk Management, SDLC, Leadership, Project Planning, Management, Finance, Mergers & Acquisitions, Managerial Finance, Banking, Operations Management, Strategic Financial..., Portfolio Management
Education
Purdue University
BS, Management - Finance/Accounting
University of Colorado Denver 2000 — 2002
Certification, Portfolio/Program/Project Management
Loyola University of Chicago 1999 — 1999
Certification, Portfolio/Program/Project Management
BMO Financial Group November 2011 - Present
Independent Consultant April 2006 - December 2013
NeoSphere Energy Corporation May 2009 - December 2010
HCSC September 2007 - March 2009
ABN AMRO April 2006 - February 2007
JP Morgan October 2004 - February 2006
Bank One October 1998 - October 2004
NiSource 1990 - February 1997
Skills
Strategic Planning, Policy/Procedure..., Business Systems..., Business Operations..., Financial Processes, Enterprise Collaboration, Program Management, Project Portfolio..., Financial Management, Business Strategy, Business Intelligence, Business Planning, Business Management, Financial Planning, Business Analysis, Process Improvement, PMO, Forecasting, Budgeting, Analysis, Integration, Start-ups, Mergers, Conversions, Management Consulting, Budgets, Strategy, Cross-functional Team..., Risk Management, SDLC, Leadership, Project Planning, Management, Finance, Mergers & Acquisitions, Managerial Finance, Banking, Operations Management, Strategic Financial..., Portfolio Management
Education
Purdue University
BS, Management - Finance/Accounting
University of Colorado Denver 2000 — 2002
Certification, Portfolio/Program/Project Management
Loyola University of Chicago 1999 — 1999
Certification, Portfolio/Program/Project Management
Sally Schaefer's J.P. Morgan Experience March 2008 - July 2010
Job Associate, Olenick & Associates
Industry Information Technology and Services
Experience
Olenick & Associates July 2012 - Present
Monteverde Friends School August 2009 - May 2012
JP Morgan March 2008 - July 2010
Harris N.A. March 2000 - February 2009
The TI Group June 1998 - March 2000
Hertz Corporation August 1995 - April 1998
Teklogix 1990 - 1993
Skills
Process Improvement, PMO, Business Analysis, SDLC, Integration, Project Management, Testing, Project Planning, Management, Analysis, User Acceptance Testing, Disaster Recovery, Training, Quality Center, Strategy, Governance, Requirements Analysis, Vendor Management, Resource Management, Requirements Gathering, PMP, Visio, Software Project..., Project Portfolio...
Education
Lenoir-Rhyne College 1982 — 1986
Bachelor Arts, Business Administration
Olenick & Associates July 2012 - Present
Monteverde Friends School August 2009 - May 2012
JP Morgan March 2008 - July 2010
Harris N.A. March 2000 - February 2009
The TI Group June 1998 - March 2000
Hertz Corporation August 1995 - April 1998
Teklogix 1990 - 1993
Skills
Process Improvement, PMO, Business Analysis, SDLC, Integration, Project Management, Testing, Project Planning, Management, Analysis, User Acceptance Testing, Disaster Recovery, Training, Quality Center, Strategy, Governance, Requirements Analysis, Vendor Management, Resource Management, Requirements Gathering, PMP, Visio, Software Project..., Project Portfolio...
Education
Lenoir-Rhyne College 1982 — 1986
Bachelor Arts, Business Administration
John P Giovinazzo John P Giovinazzo's J.P. Morgan Experience October 1998 - August 2004
Job Equity Finance / Securities Lending / Stock Loan / Prime Brokerage Trading and Operations Professional
Industry Financial Services
Experience
Sports Authority September 2012 - Present
Pets Supplies Plus December 2014 - February 2015
Modern Landscapes March 2014 - December 2014
Fred's Contracting Inc March 2012 - September 2012
Ascensus November 2010 - February 2012
Fred's Contracting Inc January 2009 - November 2010
UBS Investment Bank June 2008 - December 2008
Goldman Sachs August 2004 - February 2008
JP Morgan October 1998 - August 2004
The Vanguard Group February 1996 - October 1998
Skills
Hedge Funds, Fixed Income, Securities, Equities, Investments, Bloomberg, Trading, Customer Service, 401k, Bonds, Mutual Funds, Retirement Benefits, ETFs, Financial Services, Series 7, Securities Lending, FINRA, Alternative Investments, Corporate Actions, Asset Management, Finance, Settlement, Banking, Financial Risk, Prime Brokerage, Options, Derivatives
Education
Lehigh University - College of Business and Economics 1991 — 1995
B.S., Finance
Hatboro-Horsham 1988 — 1991
Sports Authority September 2012 - Present
Pets Supplies Plus December 2014 - February 2015
Modern Landscapes March 2014 - December 2014
Fred's Contracting Inc March 2012 - September 2012
Ascensus November 2010 - February 2012
Fred's Contracting Inc January 2009 - November 2010
UBS Investment Bank June 2008 - December 2008
Goldman Sachs August 2004 - February 2008
JP Morgan October 1998 - August 2004
The Vanguard Group February 1996 - October 1998
Skills
Hedge Funds, Fixed Income, Securities, Equities, Investments, Bloomberg, Trading, Customer Service, 401k, Bonds, Mutual Funds, Retirement Benefits, ETFs, Financial Services, Series 7, Securities Lending, FINRA, Alternative Investments, Corporate Actions, Asset Management, Finance, Settlement, Banking, Financial Risk, Prime Brokerage, Options, Derivatives
Education
Lehigh University - College of Business and Economics 1991 — 1995
B.S., Finance
Hatboro-Horsham 1988 — 1991
Linc DuPree's J.P. Morgan Experience 2006 - April 2013
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial April 2013 - Present
JP Morgan Asset Management May 2006 - April 2013
JP Morgan 2006 - April 2013
Liberty Funds 1999 - 2001
Nuveen Investments 1988 - 1996
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Equities, Investments, Fixed Income, Asset Management, Portfolio Management, Securities, Hedge Funds, Investment Advisory, ETFs, Financial Modeling, Separately Managed..., Bonds, Retirement Planning, Asset Managment, Financial Markets, Investment Management
Education
Loyola University New Orleans 1982 — 1986
BBA, Finance
St. Pius X Catholic High School 1978 — 1982
High School Diploma
Nationwide Financial April 2013 - Present
JP Morgan Asset Management May 2006 - April 2013
JP Morgan 2006 - April 2013
Liberty Funds 1999 - 2001
Nuveen Investments 1988 - 1996
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Equities, Investments, Fixed Income, Asset Management, Portfolio Management, Securities, Hedge Funds, Investment Advisory, ETFs, Financial Modeling, Separately Managed..., Bonds, Retirement Planning, Asset Managment, Financial Markets, Investment Management
Education
Loyola University New Orleans 1982 — 1986
BBA, Finance
St. Pius X Catholic High School 1978 — 1982
High School Diploma
Bryan Gortikov's J.P. Morgan Experience June 2007 - August 2007
Job Principal, George Elkins Company
Industry Real Estate
Experience
George Elkins Company September 2010 - Present
Entra Pharmaceuticals / Springleaf Therapeutics August 2008 - June 2010
JP Morgan June 2007 - August 2007
Skills
Microsoft Excel, Visual Basic, Java Software..., C++, MATLAB, Labview, Microsoft Office, Data Analysis, Matlab, Analysis, Financial Modeling, Commercial Real Estate, Finance, Valuation, Real Estate Economics, Asset Management, Equities, Strategy, Due Diligence, Financial Analysis, Real Estate, Investments, Real Estate Development
Education
Massachusetts Institute of Technology 2004 — 2008
B.S., Materials Science & Engineering
Campbell Hall School 1998 — 2004
George Elkins Company September 2010 - Present
Entra Pharmaceuticals / Springleaf Therapeutics August 2008 - June 2010
JP Morgan June 2007 - August 2007
Skills
Microsoft Excel, Visual Basic, Java Software..., C++, MATLAB, Labview, Microsoft Office, Data Analysis, Matlab, Analysis, Financial Modeling, Commercial Real Estate, Finance, Valuation, Real Estate Economics, Asset Management, Equities, Strategy, Due Diligence, Financial Analysis, Real Estate, Investments, Real Estate Development
Education
Massachusetts Institute of Technology 2004 — 2008
B.S., Materials Science & Engineering
Campbell Hall School 1998 — 2004
Maria Tommolino Maria Tommolino's J.P. Morgan Experience July 2012 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
JP Morgan July 2012 - Present
Skills
Financial Analysis, Direct Marketing, Project Management, Event Planning, Team Leadership, Financial Modeling, Corporate Finance, Relationship Management
Education
Madonna University 1999 — 2002
BS
JP Morgan July 2012 - Present
Skills
Financial Analysis, Direct Marketing, Project Management, Event Planning, Team Leadership, Financial Modeling, Corporate Finance, Relationship Management
Education
Madonna University 1999 — 2002
BS
Chris Huson Chris Huson's J.P. Morgan Experience April 1998 - July 2006
Job Mathematics Teacher at Bronx Early College Academy
Industry Education Management
Experience
NYC Department of Education August 2012 - Present
New Amsterdam Early Childhood Center February 2006 - August 2012
Santander July 2006 - February 2011
JP Morgan April 1998 - July 2006
UBS May 1987 - April 1998
Swiss Bank Corporation August 1994 - August 1996
O'Connor and Associates May 1987 - August 1994
O'Connor & Associates June 1980 - October 1981
Education
Teachers College of Columbia University 2010 — 2012
Master of Arts (M.A.), Mathematics Education
Massachusetts Institute of Technology 1977 — 1980
Bachelor of Science (B.S.), Management Science
East Mecklenberg High School 1973 — 1977
NYC Department of Education August 2012 - Present
New Amsterdam Early Childhood Center February 2006 - August 2012
Santander July 2006 - February 2011
JP Morgan April 1998 - July 2006
UBS May 1987 - April 1998
Swiss Bank Corporation August 1994 - August 1996
O'Connor and Associates May 1987 - August 1994
O'Connor & Associates June 1980 - October 1981
Education
Teachers College of Columbia University 2010 — 2012
Master of Arts (M.A.), Mathematics Education
Massachusetts Institute of Technology 1977 — 1980
Bachelor of Science (B.S.), Management Science
East Mecklenberg High School 1973 — 1977
Matt Belkin Matt Belkin's J.P. Morgan Experience July 1996 - December 1999
Job Chief Strategic Solutions Officer & SVP, Consulting at Domo, Inc.
Industry Internet
Experience
Domo, Inc. February 2014 - Present
Adobe January 2011 - January 2014
Omniture October 2008 - January 2011
Omniture January 2006 - October 2008
Omniture October 2004 - January 2006
Macromedia July 2002 - October 2004
Adobe Systems December 2000 - June 2002
Yahoo! December 1999 - December 2000
JP Morgan July 1996 - December 1999
Montgomery Securities August 1995 - July 1996
Skills
SMO, Customer Retention, Behavioral Targeting, Customer Engagement, Marketing Research, Usability, Online Advertising, SaaS, Multi-channel Marketing, Web Analytics, Marketing Automation, Digital Marketing, Mobile Devices, Analytics, Omniture, Multivariate Testing, SEM, Digital Strategy, Strategy, Strategic Partnerships, Display Advertising, Marketing, Search, Competitive Analysis, E-commerce, Web Marketing, Business Development, Go-to-market Strategy, Lead Generation, Conversion Optimization, PPC, Online Marketing, Demand Generation
Education
Lewis and Clark College 1991 — 1995
BA, Economics and German
Domo, Inc. February 2014 - Present
Adobe January 2011 - January 2014
Omniture October 2008 - January 2011
Omniture January 2006 - October 2008
Omniture October 2004 - January 2006
Macromedia July 2002 - October 2004
Adobe Systems December 2000 - June 2002
Yahoo! December 1999 - December 2000
JP Morgan July 1996 - December 1999
Montgomery Securities August 1995 - July 1996
Skills
SMO, Customer Retention, Behavioral Targeting, Customer Engagement, Marketing Research, Usability, Online Advertising, SaaS, Multi-channel Marketing, Web Analytics, Marketing Automation, Digital Marketing, Mobile Devices, Analytics, Omniture, Multivariate Testing, SEM, Digital Strategy, Strategy, Strategic Partnerships, Display Advertising, Marketing, Search, Competitive Analysis, E-commerce, Web Marketing, Business Development, Go-to-market Strategy, Lead Generation, Conversion Optimization, PPC, Online Marketing, Demand Generation
Education
Lewis and Clark College 1991 — 1995
BA, Economics and German
Scott Edinburgh Scott Edinburgh's J.P. Morgan Experience 2009 - 2009
Job Founder at Personal MBA Coach
Industry Higher Education
Experience
Personal MBA Coach 2008 - Present
International Diabetes Organization 2006 - 2010
JP Morgan 2009 - 2009
Deloitte Consulting 2005 - 2008
Skills
Business Strategy, Business Development, Corporate Development, Competitive Analysis, Mergers & Acquisitions, Management Consulting, Entrepreneurship, Strategy, Start-ups, Mergers, Product Management, Strategic Consulting, Marketing Strategy, Strategic Planning, Consumer Insight, Corporate Strategy..., Business Schools, Admissions Counseling, MBA Admissions..., Admissions Consulting, Interview Preparation, Career Counseling, Consulting
Education
University of Pennsylvania - The Wharton School
MBA, Strategic Management, Real Estate
Massachusetts Institute of Technology
BS, Management, Economics
Personal MBA Coach 2008 - Present
International Diabetes Organization 2006 - 2010
JP Morgan 2009 - 2009
Deloitte Consulting 2005 - 2008
Skills
Business Strategy, Business Development, Corporate Development, Competitive Analysis, Mergers & Acquisitions, Management Consulting, Entrepreneurship, Strategy, Start-ups, Mergers, Product Management, Strategic Consulting, Marketing Strategy, Strategic Planning, Consumer Insight, Corporate Strategy..., Business Schools, Admissions Counseling, MBA Admissions..., Admissions Consulting, Interview Preparation, Career Counseling, Consulting
Education
University of Pennsylvania - The Wharton School
MBA, Strategic Management, Real Estate
Massachusetts Institute of Technology
BS, Management, Economics
Roger Pellegrini Roger Pellegrini's J.P. Morgan Experience 1987 - 2001
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2001 - Present
JP Morgan 1987 - 2001
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Finance, Structured Products, Portfolio Management, Securitization
Education
Yale University - Yale School of Management 1984 — 1986
MBA
Massachusetts Institute of Technology 1978 — 1982
Bachelor of Science (BS), Aeronautical and Astronautical Engineering
RBC Capital Markets August 2001 - Present
JP Morgan 1987 - 2001
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Finance, Structured Products, Portfolio Management, Securitization
Education
Yale University - Yale School of Management 1984 — 1986
MBA
Massachusetts Institute of Technology 1978 — 1982
Bachelor of Science (BS), Aeronautical and Astronautical Engineering
Kim Schultze's J.P. Morgan Experience 1982 - 1995
Job Your Professional Huntington Area Realtor. Providing Truly Remarkable Service and Results!
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage 2004 - Present
Goldman Sachs 1995 - 2004
JP Morgan 1982 - 1995
Skills
Relocation, National Association of..., Web Marketing, Short Sales, New Home Sales, Selling, Townhomes, Investors, Buyer Representation, Referrals, Listings, Luxury, Single Family Homes, Sellers, Condos, REO, First Time Home Buyers, Investment Properties, Real Estate Transactions, Foreclosures
Education
Long Island University, Southampton Campus 1979 — 1980
BA - Biology, Sciences
Suffolk County Community College 1977 — 1978
AS - Science, Sciences
Coldwell Banker Residential Brokerage 2004 - Present
Goldman Sachs 1995 - 2004
JP Morgan 1982 - 1995
Skills
Relocation, National Association of..., Web Marketing, Short Sales, New Home Sales, Selling, Townhomes, Investors, Buyer Representation, Referrals, Listings, Luxury, Single Family Homes, Sellers, Condos, REO, First Time Home Buyers, Investment Properties, Real Estate Transactions, Foreclosures
Education
Long Island University, Southampton Campus 1979 — 1980
BA - Biology, Sciences
Suffolk County Community College 1977 — 1978
AS - Science, Sciences
Mabel Feng's J.P. Morgan Experience 2005 - 2005
Job Business Development Manager, Strategic Partnerships, NRG Home Solar
Industry Renewables & Environment
Experience
NRG Home Solar June 2015 - Present
HBS Community Partners October 2014 - June 2015
Maxim Integrated July 2013 - December 2014
Maxim Integrated June 2013 - December 2014
Aquion Energy May 2012 - December 2012
Texas Instruments April 2011 - July 2011
Texas Instruments October 2007 - July 2011
Linear Technology June 2006 - December 2006
JP Morgan 2005 - 2005
Education
Harvard Business School 2011 — 2013
MBA
Massachusetts Institute of Technology 2006 — 2007
Masters of Engineering
Massachusetts Institute of Technology 2002 — 2006
BSEE
NRG Home Solar June 2015 - Present
HBS Community Partners October 2014 - June 2015
Maxim Integrated July 2013 - December 2014
Maxim Integrated June 2013 - December 2014
Aquion Energy May 2012 - December 2012
Texas Instruments April 2011 - July 2011
Texas Instruments October 2007 - July 2011
Linear Technology June 2006 - December 2006
JP Morgan 2005 - 2005
Education
Harvard Business School 2011 — 2013
MBA
Massachusetts Institute of Technology 2006 — 2007
Masters of Engineering
Massachusetts Institute of Technology 2002 — 2006
BSEE
Christian Ventimiglia Christian Ventimiglia's J.P. Morgan Experience June 2010 - May 2013
Job Institutional Portfolio Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory May 2013 - Present
JP Morgan June 2010 - May 2013
U.S. SECURITIES & EXCHANGE COMMISSION May 2009 - August 2009
Skills
Series 7, Series 63, Wealth Management, Investment Management, Superior Client Service, Asset Managment, Banking, Equities, Trading, Asset Allocation, Institutional...
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (MBA), Finance, General
Loyola University Maryland 2006 — 2010
BBA, Finance, Accounting, 3.7
Chaminade High School 2002 — 2006
Brown Advisory May 2013 - Present
JP Morgan June 2010 - May 2013
U.S. SECURITIES & EXCHANGE COMMISSION May 2009 - August 2009
Skills
Series 7, Series 63, Wealth Management, Investment Management, Superior Client Service, Asset Managment, Banking, Equities, Trading, Asset Allocation, Institutional...
Education
Loyola University Maryland 2014 — 2016
Master of Business Administration (MBA), Finance, General
Loyola University Maryland 2006 — 2010
BBA, Finance, Accounting, 3.7
Chaminade High School 2002 — 2006
Andrew Pohl, CFA's J.P. Morgan Experience August 2010 - January 2011
Job Associate Research Analyst at Badgley Phelps Investment Managers
Industry Investment Management
Experience
Badgley Phelps Investment Managers June 2015 - Present
Summit Capital Group, LLC May 2011 - June 2015
JP Morgan August 2010 - January 2011
Northwestern Mutual May 2009 - May 2010
Education
Linfield College 2006 — 2010
BA, Finance, Music, Economics, European Studies
Badgley Phelps Investment Managers June 2015 - Present
Summit Capital Group, LLC May 2011 - June 2015
JP Morgan August 2010 - January 2011
Northwestern Mutual May 2009 - May 2010
Education
Linfield College 2006 — 2010
BA, Finance, Music, Economics, European Studies
John Y. Chung John Y. Chung's J.P. Morgan Experience January 2000 - May 2001
Job Tax Attorney, CPA at JC&Company
Industry Law Practice
Experience
JC&Company LLP March 2011 - Present
City of Irvine February 2012 - January 2013
KPMG, LLP February 2004 - March 2011
JP Morgan January 2000 - May 2001
The Eighth United States Army November 1996 - January 1999
Skills
Accounting, Mergers, Investments, Corporate Tax, Mergers & Acquisitions, Due Diligence, Tax, Commercial Litigation, Portfolio Management, Income Tax, Estate Planning, International Tax, Auditing, CPA, Small Business
Education
Loyola Law School, Loyola Marymount University 2005 — 2009
Juris Doctor, Law
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2004
MPA, Accounting & Taxation
Seoul National University 1994 — 2000
BS, Economics
JC&Company LLP March 2011 - Present
City of Irvine February 2012 - January 2013
KPMG, LLP February 2004 - March 2011
JP Morgan January 2000 - May 2001
The Eighth United States Army November 1996 - January 1999
Skills
Accounting, Mergers, Investments, Corporate Tax, Mergers & Acquisitions, Due Diligence, Tax, Commercial Litigation, Portfolio Management, Income Tax, Estate Planning, International Tax, Auditing, CPA, Small Business
Education
Loyola Law School, Loyola Marymount University 2005 — 2009
Juris Doctor, Law
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2004
MPA, Accounting & Taxation
Seoul National University 1994 — 2000
BS, Economics
Agustin Millar's J.P. Morgan Experience August 2012 - Present
Job JPMorgan
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
JP Morgan October 2006 - July 2012
ITL- Berries Exports April 2004 - September 2006
JPMorgan 2001 - 2004
Citibank 1998 - 2000
Skills
Cash Management, Financial Services, Business Analysis, International Business, Product Management, Operations Management, Key Account Management, Accounts Receivable, Financial Management, Problem Solving, Strategic Thinking, Service Delivery, Client Services, Client Management, Electronic Payments, Payment Card Processing, Treasury Services, Banking, Management
Education
Loyola College in Maryland 1997 — 2000
MBA, International Business
Universidad de Chile 1995 — 1995
Diploma, International Business
University of Central Florida 1989 — 1993
BA, Economics
Escola Americana de Brasilia 1987 — 1988
High School
J.P. Morgan August 2012 - Present
JP Morgan October 2006 - July 2012
ITL- Berries Exports April 2004 - September 2006
JPMorgan 2001 - 2004
Citibank 1998 - 2000
Skills
Cash Management, Financial Services, Business Analysis, International Business, Product Management, Operations Management, Key Account Management, Accounts Receivable, Financial Management, Problem Solving, Strategic Thinking, Service Delivery, Client Services, Client Management, Electronic Payments, Payment Card Processing, Treasury Services, Banking, Management
Education
Loyola College in Maryland 1997 — 2000
MBA, International Business
Universidad de Chile 1995 — 1995
Diploma, International Business
University of Central Florida 1989 — 1993
BA, Economics
Escola Americana de Brasilia 1987 — 1988
High School
Laura Hill Laura Hill's J.P. Morgan Experience 1994 - 1997
Job
Industry Computer Software
Experience
Xerox Parc July 2014 - Present
Oracle July 2012 - July 2014
Hewlett-Packard Laboratories October 2010 - August 2011
Sun Microsystems December 2008 - February 2010
Sun Microsystems July 2008 - December 2008
Sun Microsystems October 2006 - June 2008
Sun Microsystems Laboratories, Inc. 2000 - 2007
Sun Microsystems, Inc March 1998 - May 2000
Robertson, Stephens & Co. March 1997 - March 1998
JP Morgan 1994 - 1997
Skills
Knowledge Management, Program Management, Software Development, Information Management, Cloud Computing, Distributed Systems, C, Cross-functional Team..., Databases, Enterprise Software, Integration, Java, Management, Operations Management, SaaS, Security, Software Engineering, Strategy, Unix
Education
San Jose State University 2010 — 2013
Master of Library & Information Science (MLIS)
M.I.T. 1982 — 1984
M.S.
Reed College 1977 — 1982
B.A.
Xerox Parc July 2014 - Present
Oracle July 2012 - July 2014
Hewlett-Packard Laboratories October 2010 - August 2011
Sun Microsystems December 2008 - February 2010
Sun Microsystems July 2008 - December 2008
Sun Microsystems October 2006 - June 2008
Sun Microsystems Laboratories, Inc. 2000 - 2007
Sun Microsystems, Inc March 1998 - May 2000
Robertson, Stephens & Co. March 1997 - March 1998
JP Morgan 1994 - 1997
Skills
Knowledge Management, Program Management, Software Development, Information Management, Cloud Computing, Distributed Systems, C, Cross-functional Team..., Databases, Enterprise Software, Integration, Java, Management, Operations Management, SaaS, Security, Software Engineering, Strategy, Unix
Education
San Jose State University 2010 — 2013
Master of Library & Information Science (MLIS)
M.I.T. 1982 — 1984
M.S.
Reed College 1977 — 1982
B.A.
Kristina Sazama, DWS Kristina Sazama, DWS's J.P. Morgan Experience August 1999 - June 2008
Job Chamapgne
Industry Wine and Spirits
Experience
T. Edward Wines August 2015 - Present
International Wine Center February 2013 - Present
Astor Center May 2010 - Present
Brooklyn Winery August 2012 - Present
Michael Skurnik Wines March 2010 - June 2015
IWSC Group Ltd July 2010 - July 2010
Momofuku March 2009 - March 2010
Italian Wine Merchants October 2008 - December 2008
JP Morgan August 1999 - June 2008
Skills
Food & Beverage, Wine Tasting, Wine, Restaurants, Food, Bonds, Hospitality, French, Income Statement, Beer, Hospitality Management, Cooking, Alcoholic Beverages, Event Management, Restaurant Management, Food Service, Menu Development, Catering, Culinary Skills
Education
Wine & Spirit Education Trust 2008 — 2011
Diploma of Wine & Spirits
French Wine Society 2010 — 2010
French Wine Scholar
Court of Master Sommeliers 2009 — 2009
Certified Sommelier
The Wine Academy of Spain 2009 — 2009
Spanish Wine Educator
Culinary Institute of America 2008 — 2008
Certified Wine Professional
International Wine Center 2008 — 2008
WSET Advanced Certificate
International Wine Center 2005 — 2005
WSET Intermediate Certificate
Loyola University of Chicago 1992 — 1996
Bachelors of Business Administration, Finance
Institute of Masters of Wine candidate
T. Edward Wines August 2015 - Present
International Wine Center February 2013 - Present
Astor Center May 2010 - Present
Brooklyn Winery August 2012 - Present
Michael Skurnik Wines March 2010 - June 2015
IWSC Group Ltd July 2010 - July 2010
Momofuku March 2009 - March 2010
Italian Wine Merchants October 2008 - December 2008
JP Morgan August 1999 - June 2008
Skills
Food & Beverage, Wine Tasting, Wine, Restaurants, Food, Bonds, Hospitality, French, Income Statement, Beer, Hospitality Management, Cooking, Alcoholic Beverages, Event Management, Restaurant Management, Food Service, Menu Development, Catering, Culinary Skills
Education
Wine & Spirit Education Trust 2008 — 2011
Diploma of Wine & Spirits
French Wine Society 2010 — 2010
French Wine Scholar
Court of Master Sommeliers 2009 — 2009
Certified Sommelier
The Wine Academy of Spain 2009 — 2009
Spanish Wine Educator
Culinary Institute of America 2008 — 2008
Certified Wine Professional
International Wine Center 2008 — 2008
WSET Advanced Certificate
International Wine Center 2005 — 2005
WSET Intermediate Certificate
Loyola University of Chicago 1992 — 1996
Bachelors of Business Administration, Finance
Institute of Masters of Wine candidate
Steve Malley Steve Malley's J.P. Morgan Experience 1986 - 1994
Job DBA at Sabre Hospitality Solutions
Industry Computer Software
Experience
Sabre Hospitality Solutions October 2012 - Present
Melaleuca:The Wellness Company April 2010 - June 2012
Avanade August 2009 - January 2010
Strategic Programs Management, Inc. May 2003 - August 2009
Merlin Information Services June 2001 - November 2002
WebCriteria May 2000 - April 2001
WebTrends January 2000 - April 2001
Meridian Technology Group 1999 - 2000
JP Morgan 1986 - 1994
Skills
Databases, Microsoft SQL Server, Database Administration, Database Design, DTS, Programming Languages, SSIS, SQL Tuning, DB2, T-SQL, SQL, System Administration, Software Development, Data Warehousing, ASP.NET
Education
LIU Post 1984 — 1984
MBA Candidate, Marketing
State University of New York at New Paltz 1978 — 1981
BA, Psychology
LIU Post 1977 — 1978
Liberal Arts
Sabre Hospitality Solutions October 2012 - Present
Melaleuca:The Wellness Company April 2010 - June 2012
Avanade August 2009 - January 2010
Strategic Programs Management, Inc. May 2003 - August 2009
Merlin Information Services June 2001 - November 2002
WebCriteria May 2000 - April 2001
WebTrends January 2000 - April 2001
Meridian Technology Group 1999 - 2000
JP Morgan 1986 - 1994
Skills
Databases, Microsoft SQL Server, Database Administration, Database Design, DTS, Programming Languages, SSIS, SQL Tuning, DB2, T-SQL, SQL, System Administration, Software Development, Data Warehousing, ASP.NET
Education
LIU Post 1984 — 1984
MBA Candidate, Marketing
State University of New York at New Paltz 1978 — 1981
BA, Psychology
LIU Post 1977 — 1978
Liberal Arts
Terry Banet Terry Banet's J.P. Morgan Experience April 1985 - April 2006
Job Investment Professional
Industry Internet
Experience
SigFig 2011 - Present
US Trust 2007 - July 2011
JP Morgan April 1985 - April 2006
Coopers & Lybrand January 1983 - April 1985
Skills
Asset Allocation, Equities, Due Diligence, Management, Portfolio Management, Investment Management, High Net Worth..., Investments, Strategic Financial..., Alternative Investments, CRM, Investment Strategies, Private Banking, Strategy, Wealth Management, Asset Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Lehigh University 1979 — 1983
BS, Accounting
SigFig 2011 - Present
US Trust 2007 - July 2011
JP Morgan April 1985 - April 2006
Coopers & Lybrand January 1983 - April 1985
Skills
Asset Allocation, Equities, Due Diligence, Management, Portfolio Management, Investment Management, High Net Worth..., Investments, Strategic Financial..., Alternative Investments, CRM, Investment Strategies, Private Banking, Strategy, Wealth Management, Asset Management
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Lehigh University 1979 — 1983
BS, Accounting
Aristide Achy-Brou, PhD's J.P. Morgan Experience 2007 - 2014
Job
Industry Investment Banking
Experience
BP February 2014 - Present
The University of Texas Health Science Center at Houston September 2011 - Present
JP Morgan 2007 - 2014
QuantSupport LLC January 2002 - August 2004
Goldman Sachs 2001 - 2002
Education
The Johns Hopkins University 2004 — 2008
PhD, Applied Statistics
Massachusetts Institute of Technology 1998 — 2000
S.M., Operations Research & Management Science
Ecole nationale supérieure de l'Aéronautique et de l'Espace 1995 — 1998
BE, Engineering
BP February 2014 - Present
The University of Texas Health Science Center at Houston September 2011 - Present
JP Morgan 2007 - 2014
QuantSupport LLC January 2002 - August 2004
Goldman Sachs 2001 - 2002
Education
The Johns Hopkins University 2004 — 2008
PhD, Applied Statistics
Massachusetts Institute of Technology 1998 — 2000
S.M., Operations Research & Management Science
Ecole nationale supérieure de l'Aéronautique et de l'Espace 1995 — 1998
BE, Engineering
Vikram Khare's J.P. Morgan Experience March 2003 - December 2007
Job Sr. Director at Oracle
Industry Internet
Experience
Oracle December 2014 - Present
SunGard Availability Services September 2013 - December 2014
Savvis August 2010 - September 2013
FHLBanks Office of Finance April 2009 - August 2010
Yahoo! October 2008 - April 2009
Sendmail, Inc. November 2007 - October 2008
JP Morgan March 2003 - December 2007
America Online March 2000 - March 2003
WorldStor 1999 - 2000
Skills
Cloud Computing, Distributed Systems, Virtualization, Data Center, Enterprise Architecture, Solaris, High Availability, Disaster Recovery, VMware, Server Architecture, Internet Systems, Storage, Unix, LDAP, Linux, Architecture, Enterprise Software, SAN, Cluster, Security, Computer Security, Network Security, DNS, Storage Area Networks, Infrastructure, Integration, Solution Architecture, Networking, IT Strategy, IT Service Management, Servers, ITIL, VMware ESX, Network Architecture, Business Continuity, IT Operations, Firewalls, VMware Infrastructure, TCP/IP, Cisco Technologies, IT Management, NAS, Active Directory, Citrix, System Deployment, System Administration, AIX, SaaS, Managed Services, Microsoft Technologies
Education
Louisiana State University and Agricultural and Mechanical College 1991 — 1994
BS, Psychology & Philosophy
Oracle December 2014 - Present
SunGard Availability Services September 2013 - December 2014
Savvis August 2010 - September 2013
FHLBanks Office of Finance April 2009 - August 2010
Yahoo! October 2008 - April 2009
Sendmail, Inc. November 2007 - October 2008
JP Morgan March 2003 - December 2007
America Online March 2000 - March 2003
WorldStor 1999 - 2000
Skills
Cloud Computing, Distributed Systems, Virtualization, Data Center, Enterprise Architecture, Solaris, High Availability, Disaster Recovery, VMware, Server Architecture, Internet Systems, Storage, Unix, LDAP, Linux, Architecture, Enterprise Software, SAN, Cluster, Security, Computer Security, Network Security, DNS, Storage Area Networks, Infrastructure, Integration, Solution Architecture, Networking, IT Strategy, IT Service Management, Servers, ITIL, VMware ESX, Network Architecture, Business Continuity, IT Operations, Firewalls, VMware Infrastructure, TCP/IP, Cisco Technologies, IT Management, NAS, Active Directory, Citrix, System Deployment, System Administration, AIX, SaaS, Managed Services, Microsoft Technologies
Education
Louisiana State University and Agricultural and Mechanical College 1991 — 1994
BS, Psychology & Philosophy
Kevin Ryder's J.P. Morgan Experience July 2009 - September 2011
Job
Industry Oil & Energy
Experience
HR Solutions, LLC January 2015 - Present
Reveille Partners L.L.C. March 2009 - Present
Gulfstream Services Inc. September 2011 - January 2015
JP Morgan July 2009 - September 2011
Jefferies & Company, Inc. January 2008 - December 2008
Johnson Rice & Company L.L.C. May 2005 - December 2007
Allen Villere Partners May 2003 - May 2005
Education
Tulane University - A.B. Freeman School of Business 2001 — 2003
MBA, Finance, Accounting
Louisiana State University 1994 — 1998
BS, Business Administration
Millsaps College 1993 — 1994
HR Solutions, LLC January 2015 - Present
Reveille Partners L.L.C. March 2009 - Present
Gulfstream Services Inc. September 2011 - January 2015
JP Morgan July 2009 - September 2011
Jefferies & Company, Inc. January 2008 - December 2008
Johnson Rice & Company L.L.C. May 2005 - December 2007
Allen Villere Partners May 2003 - May 2005
Education
Tulane University - A.B. Freeman School of Business 2001 — 2003
MBA, Finance, Accounting
Louisiana State University 1994 — 1998
BS, Business Administration
Millsaps College 1993 — 1994
Michael Castino, MBA's J.P. Morgan Experience August 2010 - December 2010
Job Director of Marketing & Communications at Christian Brothers Investment Services
Industry Marketing and Advertising
Experience
Christian Brothers Investment Services April 2014 - Present
Northern Trust May 2011 - April 2014
JP Morgan August 2010 - December 2010
Calamos Investments July 2008 - July 2010
Wayne Hummer Investments June 2006 - July 2008
ABN AMRO 1995 - 2006
Kemper Financial 1991 - 1995
Skills
Mutual Funds, Asset Managment, Equities, Financial Services, Integrated Marketing, Direct Marketing, Series 7, Asset Allocation, Brand Management, Relationship Management, Portfolio Management, Asset Management, Strategy, Advertising, Investment Management, Investments, Competitive Analysis, Financial Advisory, Business Development, Investment Advisory, Sales, Cross-functional Team..., Wealth Management, ETFs, Alternative Investments, Marketing, Banking, Morningstar, Series 63, Securities, Hedge Funds, Investment Strategies, Fixed Income, Management, Financial Markets, Client Services, Trading, Retirement Planning, Strategic Financial..., Investor Relations, Options, Private Equity, Bonds, Capital Markets, Finance, Bloomberg, CRM, Email Marketing, Lead Generation, Product Marketing
Education
Loyola University of Chicago 1985 — 1988
Master of Business Administration (MBA), Marketing
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Journalism
Christian Brothers Investment Services April 2014 - Present
Northern Trust May 2011 - April 2014
JP Morgan August 2010 - December 2010
Calamos Investments July 2008 - July 2010
Wayne Hummer Investments June 2006 - July 2008
ABN AMRO 1995 - 2006
Kemper Financial 1991 - 1995
Skills
Mutual Funds, Asset Managment, Equities, Financial Services, Integrated Marketing, Direct Marketing, Series 7, Asset Allocation, Brand Management, Relationship Management, Portfolio Management, Asset Management, Strategy, Advertising, Investment Management, Investments, Competitive Analysis, Financial Advisory, Business Development, Investment Advisory, Sales, Cross-functional Team..., Wealth Management, ETFs, Alternative Investments, Marketing, Banking, Morningstar, Series 63, Securities, Hedge Funds, Investment Strategies, Fixed Income, Management, Financial Markets, Client Services, Trading, Retirement Planning, Strategic Financial..., Investor Relations, Options, Private Equity, Bonds, Capital Markets, Finance, Bloomberg, CRM, Email Marketing, Lead Generation, Product Marketing
Education
Loyola University of Chicago 1985 — 1988
Master of Business Administration (MBA), Marketing
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Journalism
John Sweeny's J.P. Morgan Experience March 1993 - April 2001
Job
Industry Financial Services
Experience
Deutsche Bank April 2007 - Present
Bank of America June 2006 - April 2007
Credit Suisse December 2002 - June 2006
CSFB 2002 - 2006
BNP Paribas April 2001 - December 2002
JP Morgan March 1993 - April 2001
Skills
Financial Analysis, Middle Office, Derivatives, Equity Derivatives, Financial Services, Fixed Income, Equities, Bloomberg, Hedge Funds, Credit Derivatives, Capital Markets, Investment Banking, Trading Systems, Prime Brokerage, Series 63, Swaps, FX Options, Investments, Structured Products
Education
Lehigh University - College of Business and Economics 1983 — 1987
Bachelor of Science, Finance
Deutsche Bank April 2007 - Present
Bank of America June 2006 - April 2007
Credit Suisse December 2002 - June 2006
CSFB 2002 - 2006
BNP Paribas April 2001 - December 2002
JP Morgan March 1993 - April 2001
Skills
Financial Analysis, Middle Office, Derivatives, Equity Derivatives, Financial Services, Fixed Income, Equities, Bloomberg, Hedge Funds, Credit Derivatives, Capital Markets, Investment Banking, Trading Systems, Prime Brokerage, Series 63, Swaps, FX Options, Investments, Structured Products
Education
Lehigh University - College of Business and Economics 1983 — 1987
Bachelor of Science, Finance
Vikas Jakhar , PMP's J.P. Morgan Experience 2002 - 2002
Job Director at CLS Group
Industry Information Technology and Services
Experience
CLS Group. September 2012 - Present
Credit Suisse December 2003 - September 2012
JP Morgan 2002 - 2002
Buzzsaw.com 2000 - 2001
Skills
SDLC, Business Analysis, Investment Banking, Prime Brokerage, Fixed Income, Software Project..., Middle Office, Derivatives, Equities, Trading Systems, Requirements Analysis, Capital Markets, Data Warehousing, Agile Methodologies, SQL, Java, Trading, Weblogic, JMS, Data Modeling, Management, Oracle, Sybase, Vendor Management, Project Management, Software Development, IT Strategy
Education
University of Bridgeport 2004 — 2007
MBA, Investment Finance
Manipal Institute of Technology 1992 — 1996
Bachelor of Engineering (B.E.), Computer Science
Manipal University 1992 — 1996
Bachelor of Engineering(BE), Computer Science
CLS Group. September 2012 - Present
Credit Suisse December 2003 - September 2012
JP Morgan 2002 - 2002
Buzzsaw.com 2000 - 2001
Skills
SDLC, Business Analysis, Investment Banking, Prime Brokerage, Fixed Income, Software Project..., Middle Office, Derivatives, Equities, Trading Systems, Requirements Analysis, Capital Markets, Data Warehousing, Agile Methodologies, SQL, Java, Trading, Weblogic, JMS, Data Modeling, Management, Oracle, Sybase, Vendor Management, Project Management, Software Development, IT Strategy
Education
University of Bridgeport 2004 — 2007
MBA, Investment Finance
Manipal Institute of Technology 1992 — 1996
Bachelor of Engineering (B.E.), Computer Science
Manipal University 1992 — 1996
Bachelor of Engineering(BE), Computer Science
Patricia Tina, PHR's J.P. Morgan Experience March 1987 - April 2007
Job
Industry Financial Services
Experience
Cognizant Technology Solutions March 2011 - Present
PricewaterhouseCoopers January 2008 - March 2010
JP Morgan March 1987 - April 2007
Skills
Change Management, Coaching, Mentoring, Staff Management, Process Development
Education
Manhattan College 1985 — 1986
MBA, Business Administration: Finance
Mercy College
B.A., Sociology
Cognizant Technology Solutions March 2011 - Present
PricewaterhouseCoopers January 2008 - March 2010
JP Morgan March 1987 - April 2007
Skills
Change Management, Coaching, Mentoring, Staff Management, Process Development
Education
Manhattan College 1985 — 1986
MBA, Business Administration: Finance
Mercy College
B.A., Sociology
Carol Anne Inceoglu's J.P. Morgan Experience 1987 - 1994
Job Bookkeeping Plus +
Industry Financial Services
Experience
Bookkeeping Plus + December 2009 - Present
Light Hearts Int'l January 2002 - Present
Chaney Investment Strategies December 2009 - December 2011
Live Out Loud April 2007 - July 2010
JPMorgan 1987 - 1994
JP Morgan 1987 - 1994
Skills
Small Business, Coaching, Strategic Planning, Entrepreneurship, Public Speaking, Start-ups, Strategic Partnerships, Business Development, Non-profits, Business Strategy, Leadership, New Business Development, Budgets, Sales, Workshop Facilitation
Education
Barbara Brennan School of Healing 1996 — 2000
Manhattan College 1978 — 1982
Bachelor of Science (BS), Accounting
Bookkeeping Plus + December 2009 - Present
Light Hearts Int'l January 2002 - Present
Chaney Investment Strategies December 2009 - December 2011
Live Out Loud April 2007 - July 2010
JPMorgan 1987 - 1994
JP Morgan 1987 - 1994
Skills
Small Business, Coaching, Strategic Planning, Entrepreneurship, Public Speaking, Start-ups, Strategic Partnerships, Business Development, Non-profits, Business Strategy, Leadership, New Business Development, Budgets, Sales, Workshop Facilitation
Education
Barbara Brennan School of Healing 1996 — 2000
Manhattan College 1978 — 1982
Bachelor of Science (BS), Accounting
Christopher Nield's J.P. Morgan Experience 2010 - Present
Job Executive Director, Private Banker at JP Morgan
Industry Financial Services
Experience
JP Morgan 2010 - Present
Morgan Stanley 2006 - 2010
Navistar 1999 - 2006
The Boeing Company 1996 - 1999
Skills
Portfolio Management, Investments, Strategic Financial..., Alternative Investments, Asset Managment, Series 7, Wealth Management, Financial Modeling, Financial Analysis, Asset Allocation, Fixed Income, Equities, Investment Strategies, Series 63, Mutual Funds, Investment Management, Investment Advisory, Capital Markets, Securities, Risk Management
Education
Loyola University Chicago 2002 — 2004
MBA, Finance
Central Washington University 1991 — 1995
BA, Law
JP Morgan 2010 - Present
Morgan Stanley 2006 - 2010
Navistar 1999 - 2006
The Boeing Company 1996 - 1999
Skills
Portfolio Management, Investments, Strategic Financial..., Alternative Investments, Asset Managment, Series 7, Wealth Management, Financial Modeling, Financial Analysis, Asset Allocation, Fixed Income, Equities, Investment Strategies, Series 63, Mutual Funds, Investment Management, Investment Advisory, Capital Markets, Securities, Risk Management
Education
Loyola University Chicago 2002 — 2004
MBA, Finance
Central Washington University 1991 — 1995
BA, Law
Chris Wozny's J.P. Morgan Experience CFO - Asset Asset Management OperationsJ.P. MorganMarch 2012 - Present
Job CFO at JP Morgan
Industry Financial Services
Experience
JP Morgan CFO - Asset Asset Management OperationsJ.P. MorganMarch 2012 - Present
PineBridge Investments 2007 - 2010
citibank 2004 - 2006
Net2phone 1998 - 2000
Education
Long Island University, C.W. Post Campus 1992 — 1996
Bachelor of Arts (B.A.)
JP Morgan CFO - Asset Asset Management OperationsJ.P. MorganMarch 2012 - Present
PineBridge Investments 2007 - 2010
citibank 2004 - 2006
Net2phone 1998 - 2000
Education
Long Island University, C.W. Post Campus 1992 — 1996
Bachelor of Arts (B.A.)
Anita Castaneda's J.P. Morgan Experience 1975 - Present
Job Vice President at JPMChase
Industry Banking
Experience
JPMChase May 2005 - Present
JP Morgan Chase 2005 - Present
JPMorgan Chase 1978 - Present
JP Morgan 1975 - Present
Ridglea Baptist Church 2000 - 2011
Bank One 1985 - 1996
Bank One 1985 - 1996
Bank One 1985 - 1996
Skills
Management, Strategic Planning, Banking, Risk Management, Process Improvement, Business Analysis, Team Building, Relationship Management, Customer Service, Financial Modeling, Change Management, Project Management, Leadership, Financial Analysis, Business Development, Budgets, Business Process..., Vendor Management
Education
Louisiana State University 1982 — 1988
United States Air Force 1973 — 1978
Air Traffic Controller
Neshaminy High School 1968 — 1972
JPMChase May 2005 - Present
JP Morgan Chase 2005 - Present
JPMorgan Chase 1978 - Present
JP Morgan 1975 - Present
Ridglea Baptist Church 2000 - 2011
Bank One 1985 - 1996
Bank One 1985 - 1996
Bank One 1985 - 1996
Skills
Management, Strategic Planning, Banking, Risk Management, Process Improvement, Business Analysis, Team Building, Relationship Management, Customer Service, Financial Modeling, Change Management, Project Management, Leadership, Financial Analysis, Business Development, Budgets, Business Process..., Vendor Management
Education
Louisiana State University 1982 — 1988
United States Air Force 1973 — 1978
Air Traffic Controller
Neshaminy High School 1968 — 1972
Regina Cawley Wozniak's J.P. Morgan Experience 1994 - 2003
Job Math Teacher at Scranton High School
Industry Education Management
Experience
Scranton High School August 2005 - Present
JPMorgan Private Bank 1994 - 2003
JP Morgan 1994 - 2003
Education
Wilkes University 2005 — 2009
M.S., Education- Classroom Technology
Marywood University 2003 — 2004
Certificate, Mathematics Education 7-12
Penn State University 1990 — 1994
B.S., Mathematics
Scranton High School August 2005 - Present
JPMorgan Private Bank 1994 - 2003
JP Morgan 1994 - 2003
Education
Wilkes University 2005 — 2009
M.S., Education- Classroom Technology
Marywood University 2003 — 2004
Certificate, Mathematics Education 7-12
Penn State University 1990 — 1994
B.S., Mathematics
Stephen R. Simpson's J.P. Morgan Experience 2007 - Present
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase July 2007 - Present
JP Morgan 2007 - Present
Sirius Solutions April 2006 - July 2007
Enron Corp February 2000 - December 2006
Arthur Andersen 1992 - 2000
Skills
Commodity, Business Analysis, Project Management, Business Process..., SDLC, Derivatives, Program Management, Change Management, Trading, Business Continuity, Integration, Financial Analysis
Education
Texas A&M University 1989 — 1992
MBA, Business
Louisiana Tech University 1984 — 1989
BS, Electrical Engineering Technology
JPMorgan Chase July 2007 - Present
JP Morgan 2007 - Present
Sirius Solutions April 2006 - July 2007
Enron Corp February 2000 - December 2006
Arthur Andersen 1992 - 2000
Skills
Commodity, Business Analysis, Project Management, Business Process..., SDLC, Derivatives, Program Management, Change Management, Trading, Business Continuity, Integration, Financial Analysis
Education
Texas A&M University 1989 — 1992
MBA, Business
Louisiana Tech University 1984 — 1989
BS, Electrical Engineering Technology
David Shepley's J.P. Morgan Experience July 1995 - February 1999
Job Client Relationship Manager / Product Manager at SunGard
Industry Financial Services
Experience
SunGard July 2009 - Present
NYU Financial Risk Management January 2008 - May 2009
CIBC World Markets March 2000 - January 2008
Spear Leeds and Kellogg February 1999 - March 2000
JP Morgan July 1995 - February 1999
J.P. Morgan July 1995 - February 1999
Skills
Product Strategy, Customer Relations, Compliance, Equities, Trading, Securities, Capital Markets, Trading Systems, Equity Trading, Risk Management, Business Analysis, Series 7, Order Management, Process Engineering, Product Management, Product Development, Process Improvement, Business Strategy, Client Development, Software Implementation
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Graduate, Financial Risk Management
Rutgers University-New Brunswick 1991 — 1995
B.S., Industrial Engineering, Minor Economics
Lehigh University - College of Business and Economics 1990 — 1991
Finance
SunGard July 2009 - Present
NYU Financial Risk Management January 2008 - May 2009
CIBC World Markets March 2000 - January 2008
Spear Leeds and Kellogg February 1999 - March 2000
JP Morgan July 1995 - February 1999
J.P. Morgan July 1995 - February 1999
Skills
Product Strategy, Customer Relations, Compliance, Equities, Trading, Securities, Capital Markets, Trading Systems, Equity Trading, Risk Management, Business Analysis, Series 7, Order Management, Process Engineering, Product Management, Product Development, Process Improvement, Business Strategy, Client Development, Software Implementation
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Graduate, Financial Risk Management
Rutgers University-New Brunswick 1991 — 1995
B.S., Industrial Engineering, Minor Economics
Lehigh University - College of Business and Economics 1990 — 1991
Finance
Linda Michel's J.P. Morgan Experience January 1995 - November 2004
Job Senior Analyst Private Banking Data Management at JP Morgan Chase
Industry Retail
Experience
JP Morgan Chase June 2010 - Present
Fulton Paper & Party April 2009 - June 2010
SandL's Retail Inc November 2004 - February 2009
JP Morgan January 1995 - November 2004
JPMorgan January 1994 - November 2004
JPMorgan January 1995 - 1996
CIGNA Financial Advisors 1990 - 1994
Dollar Dry Dock Bank 1988 - 1990
Rooney Pace, Inc 1981 - 1983
G.K. Scott & Co., Inc 1979 - 1981
Skills
Fixed Income, Equities, Securities, Mutual Funds, Equity Derivatives, Investment Banking, Options, Account Reconciliation, Trading, Financial Risk, Bonds, Investments
Education
LIU Post 1977 — 1979
BA, Business, Economics, Political Science
JP Morgan Chase June 2010 - Present
Fulton Paper & Party April 2009 - June 2010
SandL's Retail Inc November 2004 - February 2009
JP Morgan January 1995 - November 2004
JPMorgan January 1994 - November 2004
JPMorgan January 1995 - 1996
CIGNA Financial Advisors 1990 - 1994
Dollar Dry Dock Bank 1988 - 1990
Rooney Pace, Inc 1981 - 1983
G.K. Scott & Co., Inc 1979 - 1981
Skills
Fixed Income, Equities, Securities, Mutual Funds, Equity Derivatives, Investment Banking, Options, Account Reconciliation, Trading, Financial Risk, Bonds, Investments
Education
LIU Post 1977 — 1979
BA, Business, Economics, Political Science
Chris Banks's J.P. Morgan Experience June 1988 - September 1989
Job Sales Director of Business Intelligence & Performance Management Solutions
Industry Information Technology and Services
Experience
Information Builders December 2007 - Present
Lectra Americas November 2006 - December 2007
Information Builders July 2005 - November 2006
Information Builders January 2003 - June 2005
Information Builders April 1997 - December 2002
Computer Associates 1996 - 1997
Information Builders June 1993 - September 1996
Information Builders November 1990 - June 1993
Information Builders September 1989 - November 1990
JP Morgan June 1988 - September 1989
Skills
Business Intelligence, Enterprise Software, Data Integration, Solution Selling, Pre-sales, Business Analysis, Software Sales, Product Marketing, Product Management, Team Leadership, Business Intelligence..., Dashboards, Databases, Business Analytics, Balanced Scorecard, Sales Management, Performance Management, Analytics, Integration, Information Management, Direct Sales, Sales Support, Application Development, Product Life Cycle..., Portrait Photography, Commercial Photography, Photography, Technology..., Presentations, Public Speaking, Dashboard, Software Industry, Sales Enablement, Product Lifecycle..., Management, Sales Operations, Data Warehousing, Cloud Computing, Professional Services, Business Alliances, Program Management, Big Data, Oracle, Digital Photography, Software Development, Middleware, CRM, ETL, SaaS, Impersonations
Education
LIU Post 1981 — 1985
BS, Computer Science, Mathematics
Information Builders December 2007 - Present
Lectra Americas November 2006 - December 2007
Information Builders July 2005 - November 2006
Information Builders January 2003 - June 2005
Information Builders April 1997 - December 2002
Computer Associates 1996 - 1997
Information Builders June 1993 - September 1996
Information Builders November 1990 - June 1993
Information Builders September 1989 - November 1990
JP Morgan June 1988 - September 1989
Skills
Business Intelligence, Enterprise Software, Data Integration, Solution Selling, Pre-sales, Business Analysis, Software Sales, Product Marketing, Product Management, Team Leadership, Business Intelligence..., Dashboards, Databases, Business Analytics, Balanced Scorecard, Sales Management, Performance Management, Analytics, Integration, Information Management, Direct Sales, Sales Support, Application Development, Product Life Cycle..., Portrait Photography, Commercial Photography, Photography, Technology..., Presentations, Public Speaking, Dashboard, Software Industry, Sales Enablement, Product Lifecycle..., Management, Sales Operations, Data Warehousing, Cloud Computing, Professional Services, Business Alliances, Program Management, Big Data, Oracle, Digital Photography, Software Development, Middleware, CRM, ETL, SaaS, Impersonations
Education
LIU Post 1981 — 1985
BS, Computer Science, Mathematics
Leslie Candler's J.P. Morgan Experience April 2008 - Present
Job Experienced Executive Assistant
Industry Professional Training & Coaching
Experience
JP Morgan April 2008 - Present
Speakeasy Communications Consulting April 1998 - May 2007
Caldwell & Orkin, Inc. August 1988 - November 1996
Skills
Employee Training, Team Building, Event Planning, Onboarding, Executive Calendar..., Meeting Scheduling, Client Liaising, Client Services
Education
Lynchburg College
Liberal Arts and Sciences, General Studies and Humanities
Ramapo College of New Jersey
Business Administration and Management, General
JP Morgan April 2008 - Present
Speakeasy Communications Consulting April 1998 - May 2007
Caldwell & Orkin, Inc. August 1988 - November 1996
Skills
Employee Training, Team Building, Event Planning, Onboarding, Executive Calendar..., Meeting Scheduling, Client Liaising, Client Services
Education
Lynchburg College
Liberal Arts and Sciences, General Studies and Humanities
Ramapo College of New Jersey
Business Administration and Management, General
Eric Pietz's J.P. Morgan Experience June 1998 - March 2000
Job Commercial Advisor, Bakken at Hess Corporation
Industry Oil & Energy
Experience
Hess Corporation September 2015 - Present
Hess Corporation November 2012 - Present
Hess Corporation June 2011 - November 2012
Hess Corporation July 2004 - June 2011
Goldman Sachs March 2000 - July 2004
JP Morgan June 1998 - March 2000
Tiffany & Company 1996 - 1998
Skills
Commodity, Commodity Markets, Trading, Natural Gas, Derivatives, Hedging, Financial Modeling, Energy, Valuation, Energy Markets, Financial Analysis, Options, Risk Management, Portfolio Management, Asset Managment, Petroleum, Swaps, Financial Markets, Energy Industry, Gas
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2008
MBA, Economics & Finance
Loyola University Maryland 1994 — 1998
BBA, Finance
Hess Corporation September 2015 - Present
Hess Corporation November 2012 - Present
Hess Corporation June 2011 - November 2012
Hess Corporation July 2004 - June 2011
Goldman Sachs March 2000 - July 2004
JP Morgan June 1998 - March 2000
Tiffany & Company 1996 - 1998
Skills
Commodity, Commodity Markets, Trading, Natural Gas, Derivatives, Hedging, Financial Modeling, Energy, Valuation, Energy Markets, Financial Analysis, Options, Risk Management, Portfolio Management, Asset Managment, Petroleum, Swaps, Financial Markets, Energy Industry, Gas
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2008
MBA, Economics & Finance
Loyola University Maryland 1994 — 1998
BBA, Finance
Kelly Kurschner, PMP's J.P. Morgan Experience January 2004 - May 2009
Job Executive Program Manager
Industry Management Consulting
Experience
FourSight, LLC 2010 - 2012
JP Morgan January 2004 - May 2009
IBM 1999 - 2002
Alternative Resources Corporation 1997 - 1999
RR Donnelley 1995 - 1997
Accenture 1994 - 1995
Accenture 1988 - 1992
Skills
Strategy, Program Management, IT Strategy, CRM, Management, Change Management, PMO, Leadership, Vendor Management, Outsourcing, Business Analysis
Education
Loyola University of Chicago 1999 — 2003
MS, Organization Development & Change
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Vermont
BA, Political Science
FourSight, LLC 2010 - 2012
JP Morgan January 2004 - May 2009
IBM 1999 - 2002
Alternative Resources Corporation 1997 - 1999
RR Donnelley 1995 - 1997
Accenture 1994 - 1995
Accenture 1988 - 1992
Skills
Strategy, Program Management, IT Strategy, CRM, Management, Change Management, PMO, Leadership, Vendor Management, Outsourcing, Business Analysis
Education
Loyola University of Chicago 1999 — 2003
MS, Organization Development & Change
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Vermont
BA, Political Science
Katie Conarchy's J.P. Morgan Experience 2007 - Present
Job Global Treasury at J.P. Securities LLC
Industry Financial Services
Experience
JP Morgan 2007 - Present
Skills
OTC Clearing, Futures and Options, Liquidity Management, Collateral Management, Financial Regulation, Letters of Credit, Derivatives, Clearing Houses
Education
Quinlan School of Business, Loyola University Chicago 2004 — 2007
MBA, Derivatives Market
Marquette University 1996 — 2000
BA, Economics
JP Morgan 2007 - Present
Skills
OTC Clearing, Futures and Options, Liquidity Management, Collateral Management, Financial Regulation, Letters of Credit, Derivatives, Clearing Houses
Education
Quinlan School of Business, Loyola University Chicago 2004 — 2007
MBA, Derivatives Market
Marquette University 1996 — 2000
BA, Economics
Sanjeev Kumar Paul's J.P. Morgan Experience 2010 - 2012
Job Technical Architect at Pineriver Capital Management
Industry Information Technology and Services
Experience
Pine River Capital Management November 2014 - Present
Benefitalign, LLC March 2013 - October 2014
Headstrong March 2010 - February 2013
JP Morgan 2010 - 2012
AMTEX June 2007 - February 2010
HCL Technologies 2004 - 2007
Skills
SDLC, Software Project..., Requirements Analysis, Microsoft SQL Server, Oracle, Solution Architecture, Agile Methodologies, Web Services, XML, SQL, PL/SQL, Business Analysis, Software Development, C#, WCF
Education
Manipal Academy of Higher Education 2001 — 2003
Master's degree, Information Technology
Dayanand Anglo Vedic Public School, Bokaro & Visakhapatnam 1983 — 1994
Matriculation, Visakhatnam
Pine River Capital Management November 2014 - Present
Benefitalign, LLC March 2013 - October 2014
Headstrong March 2010 - February 2013
JP Morgan 2010 - 2012
AMTEX June 2007 - February 2010
HCL Technologies 2004 - 2007
Skills
SDLC, Software Project..., Requirements Analysis, Microsoft SQL Server, Oracle, Solution Architecture, Agile Methodologies, Web Services, XML, SQL, PL/SQL, Business Analysis, Software Development, C#, WCF
Education
Manipal Academy of Higher Education 2001 — 2003
Master's degree, Information Technology
Dayanand Anglo Vedic Public School, Bokaro & Visakhapatnam 1983 — 1994
Matriculation, Visakhatnam
Jim Casey's J.P. Morgan Experience 1995 - 2006
Job Managing Director at JPMorgan Asset Management
Industry Financial Services
Experience
BlackRock August 2015 - Present
JPMorgan Asset Management September 2013 - Present
GoldenTree Asset Management LP June 2006 - September 2013
JPMorgan Asset Management 1995 - 2006
JP Morgan Chase 1995 - 2006
jp Morgan 1995 - 2006
JPMorgan 1995 - 2006
Skills
Succession Planning, Performance Management, Deferred Compensation, Equities, Employee Relations, Onboarding, Mergers, Recruiting, Talent Acquisition, Human Resources, Employee Engagement, Employee Benefits, Risk Management, Asset Managment, Change Management, Organizational Design, Career Development, Organizational..., Leadership Development, Asset Management, Management, Mergers & Acquisitions, Workforce Planning, Leadership, Personnel Management
Education
Marist College 1982 — 1986
Bachelor of Arts (B.A.), Communication and Media Studies
Pace University
MBA, BUsiness Management
BlackRock August 2015 - Present
JPMorgan Asset Management September 2013 - Present
GoldenTree Asset Management LP June 2006 - September 2013
JPMorgan Asset Management 1995 - 2006
JP Morgan Chase 1995 - 2006
jp Morgan 1995 - 2006
JPMorgan 1995 - 2006
Skills
Succession Planning, Performance Management, Deferred Compensation, Equities, Employee Relations, Onboarding, Mergers, Recruiting, Talent Acquisition, Human Resources, Employee Engagement, Employee Benefits, Risk Management, Asset Managment, Change Management, Organizational Design, Career Development, Organizational..., Leadership Development, Asset Management, Management, Mergers & Acquisitions, Workforce Planning, Leadership, Personnel Management
Education
Marist College 1982 — 1986
Bachelor of Arts (B.A.), Communication and Media Studies
Pace University
MBA, BUsiness Management
Martin Maistre's J.P. Morgan Experience 1982 - 1995
Job Global Operations & Technology Executive, CIO, focused on Transformations, Mergers/Divestitures, Data & Cost Efficiency
Industry Financial Services
Experience
Dynamic Solutions Task-Force 2 April 2015 - Present
AIG July 2011 - March 2014
AIG July 2007 - March 2014
Access Group January 2006 - July 2007
Access Group April 2005 - January 2006
JP Morgan Chase Card Services / Bank One / First USA 1998 - 2005
First USA Bank 1995 - 1998
JP Morgan 1982 - 1995
Skills
SDLC, Vendor Management, Finance, Financial Services, IT Strategy, Inspiring People, Strategy, IT Management, Leadership, Credit Cards, Strategic Leadership, Executive Management, Organizational..., Risk Management, Integration, Process Improvement, Change Management, Enterprise Architecture, Program Management, Banking, Business Analysis, Business Process..., Capital Markets, Data Warehousing, Human Resources, Disaster Recovery, Governance, ITIL, Requirements Analysis, Investments, Outsourcing, Management, PMO, Project Portfolio..., Software Development, Project Management, Emotional Intelligence, Mergers & Acquisitions, Organizational Culture, Transformational...
Education
Manhattan College 1978 — 1981
Dynamic Solutions Task-Force 2 April 2015 - Present
AIG July 2011 - March 2014
AIG July 2007 - March 2014
Access Group January 2006 - July 2007
Access Group April 2005 - January 2006
JP Morgan Chase Card Services / Bank One / First USA 1998 - 2005
First USA Bank 1995 - 1998
JP Morgan 1982 - 1995
Skills
SDLC, Vendor Management, Finance, Financial Services, IT Strategy, Inspiring People, Strategy, IT Management, Leadership, Credit Cards, Strategic Leadership, Executive Management, Organizational..., Risk Management, Integration, Process Improvement, Change Management, Enterprise Architecture, Program Management, Banking, Business Analysis, Business Process..., Capital Markets, Data Warehousing, Human Resources, Disaster Recovery, Governance, ITIL, Requirements Analysis, Investments, Outsourcing, Management, PMO, Project Portfolio..., Software Development, Project Management, Emotional Intelligence, Mergers & Acquisitions, Organizational Culture, Transformational...
Education
Manhattan College 1978 — 1981
Angela McAdoo (Harris)'s J.P. Morgan Experience January 2008 - Present
Job Client Relationship Manager at JP Morgan
Industry Banking
Experience
JP Morgan January 2008 - Present
Skills
Securities, Risk Management, Wealth Management, Banking, Financial Analysis, Investments, Mergers, Portfolio Management, Relationship Management, Strategic Financial..., Customer Service
Education
Marquette University
JP Morgan January 2008 - Present
Skills
Securities, Risk Management, Wealth Management, Banking, Financial Analysis, Investments, Mergers, Portfolio Management, Relationship Management, Strategic Financial..., Customer Service
Education
Marquette University
Jordan Drachman's J.P. Morgan Experience August 1994 - March 2000
Job Senior Vice President at The D. E. Shaw Group
Industry Financial Services
Experience
The D. E. Shaw Group May 2015 - Present
Credit Suisse July 2007 - December 2014
Bank of America March 2003 - June 2007
Jemmco Capital October 2000 - November 2002
JP Morgan August 1994 - March 2000
Skills
Hedge Funds, Mutual Funds, Quantitative Investment..., Alternative Investments, Matlab, Public Speaking, Technical Presentations, Asset Management, Portfolio Management, Quantitative Finance, Equity Derivatives, Equities, Structured Products, Derivatives, Financial Markets, Bloomberg, Options, Trading
Education
Stanford University 1989 — 1994
Ph.D., Mathematics
Massachusetts Institute of Technology 1985 — 1989
B.S., Mathematics
The D. E. Shaw Group May 2015 - Present
Credit Suisse July 2007 - December 2014
Bank of America March 2003 - June 2007
Jemmco Capital October 2000 - November 2002
JP Morgan August 1994 - March 2000
Skills
Hedge Funds, Mutual Funds, Quantitative Investment..., Alternative Investments, Matlab, Public Speaking, Technical Presentations, Asset Management, Portfolio Management, Quantitative Finance, Equity Derivatives, Equities, Structured Products, Derivatives, Financial Markets, Bloomberg, Options, Trading
Education
Stanford University 1989 — 1994
Ph.D., Mathematics
Massachusetts Institute of Technology 1985 — 1989
B.S., Mathematics
Ekalabya Kumar's J.P. Morgan Experience August 2014 - Present
Job Vice President
Industry Banking
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan March 2012 - July 2014
UBS July 2011 - February 2012
JP Morgan February 2008 - June 2011
JP Morgan January 2006 - January 2008
Goldman Sachs December 2003 - December 2005
Citigroup Global Services March 2001 - December 2003
Education
K.J Somaiya Institute of Management Studies and Research 1999 — 2001
PGDBA, Finance
Magadh University 1995 — 1998
BA (Hons), Economics
J.P. Morgan August 2014 - Present
J.P. Morgan March 2012 - July 2014
UBS July 2011 - February 2012
JP Morgan February 2008 - June 2011
JP Morgan January 2006 - January 2008
Goldman Sachs December 2003 - December 2005
Citigroup Global Services March 2001 - December 2003
Education
K.J Somaiya Institute of Management Studies and Research 1999 — 2001
PGDBA, Finance
Magadh University 1995 — 1998
BA (Hons), Economics
Andy Reichert's J.P. Morgan Experience 1993 - Present
Job Vice President at JPMorgan Chase
Industry Telecommunications
Experience
JPMorgan Chase January 1993 - Present
JP Morgan 1993 - Present
V Band 1987 - 1993
Skills
Vendor Management, Disaster Recovery, Data Center, Telecommunications, Trading Systems, IT Strategy, Integration, Enterprise Architecture, PMP, Project Delivery, IT Management, Managed Services, Outsourcing, VoIP, PMO, SDLC, Business Analysis, Program Management, IP, Unified Communications, Solution Selling
Education
Manhattan College 1982 — 1986
Shaker High
JPMorgan Chase January 1993 - Present
JP Morgan 1993 - Present
V Band 1987 - 1993
Skills
Vendor Management, Disaster Recovery, Data Center, Telecommunications, Trading Systems, IT Strategy, Integration, Enterprise Architecture, PMP, Project Delivery, IT Management, Managed Services, Outsourcing, VoIP, PMO, SDLC, Business Analysis, Program Management, IP, Unified Communications, Solution Selling
Education
Manhattan College 1982 — 1986
Shaker High
Doug Jackson's J.P. Morgan Experience June 2008 - July 2010
Job Senior Vice President at Citi Private Bank
Industry Capital Markets
Experience
Citi June 2015 - Present
Elemetal Capital July 2010 - June 2015
NTR Bullion Group July 2010 - November 2011
JP Morgan June 2008 - July 2010
Eaton Vance June 2007 - September 2007
Dent Asset Management January 2007 - June 2007
Wells Fargo June 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Equities, Investments, Alternative Investments, Bloomberg, Derivatives, Hedge Funds, Capital Markets, Options, Trading, Hedging, Metals, Series 7, Fixed Income
Education
Louisiana State University
B.S. Finance
Memorial High School
Citi June 2015 - Present
Elemetal Capital July 2010 - June 2015
NTR Bullion Group July 2010 - November 2011
JP Morgan June 2008 - July 2010
Eaton Vance June 2007 - September 2007
Dent Asset Management January 2007 - June 2007
Wells Fargo June 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Equities, Investments, Alternative Investments, Bloomberg, Derivatives, Hedge Funds, Capital Markets, Options, Trading, Hedging, Metals, Series 7, Fixed Income
Education
Louisiana State University
B.S. Finance
Memorial High School
Joseph Pagano's J.P. Morgan Experience January 2006 - October 2011
Job Vice President at Citco
Industry Venture Capital & Private Equity
Experience
Corsair Capital, LLC April 2013 - March 2014
CI Capital Partners LLC October 2011 - March 2013
JP Morgan January 2006 - October 2011
Goldman Sachs December 2002 - January 2006
Dalessio, Millner & Leben LLP May 2000 - December 2002
Salomon Smith Barney May 1998 - May 2000
Education
Loyola University Maryland 1994 — 1998
B.B.A., Accounting
Corsair Capital, LLC April 2013 - March 2014
CI Capital Partners LLC October 2011 - March 2013
JP Morgan January 2006 - October 2011
Goldman Sachs December 2002 - January 2006
Dalessio, Millner & Leben LLP May 2000 - December 2002
Salomon Smith Barney May 1998 - May 2000
Education
Loyola University Maryland 1994 — 1998
B.B.A., Accounting
peter giarelli's J.P. Morgan Experience 1990 - 2006
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust March 2007 - Present
northern trust 2009 - 2009
jpmorgan 1990 - 2007
JP Morgan 1990 - 2006
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Trading Systems, FX Options, Financial Services, Hedge Funds, Middle Office, Securities, Leadership, Electronic Trading, Investment Banking, Operational Risk, Summits, Options, Summit, Bloomberg, Equity Derivatives, Back Office, Swaps, Interest Rate...
Education
Marquette University
Northern Trust March 2007 - Present
northern trust 2009 - 2009
jpmorgan 1990 - 2007
JP Morgan 1990 - 2006
Skills
Fixed Income, Capital Markets, Derivatives, Equities, Trading Systems, FX Options, Financial Services, Hedge Funds, Middle Office, Securities, Leadership, Electronic Trading, Investment Banking, Operational Risk, Summits, Options, Summit, Bloomberg, Equity Derivatives, Back Office, Swaps, Interest Rate...
Education
Marquette University
Waiki Hui's J.P. Morgan Experience July 1998 - November 2000
Job at Citi Group
Industry Financial Services
Experience
Citi Group August 2009 - Present
Standard & Poor's July 2008 - August 2009
Lehman Brothers June 2001 - May 2008
Pedestal November 2000 - June 2001
JP Morgan July 1998 - November 2000
CDC (Caisse Des Depots) North America June 1996 - June 1998
Deutsche Bank October 1994 - June 1996
Goldman Sachs March 1994 - October 1994
Skills
Reference Data, Fixed Income, Sybase, JMS, Data Modeling, Spring, Derivatives, Hibernate, Risk Management, SQL, Java, TIBCO, XML, Market Data, C++, Trading Systems, Equities, SOA, Perl, Agile Methodologies, Unix, Weblogic, SDLC, Credit Derivatives, Prime Brokerage, Low Latency, Equity Derivatives
Education
Polytechnic University 1979 — 1981
MS, Computer Sciense
Massachusetts Institute of Technology
SB, Electrical Engineering
Citi Group August 2009 - Present
Standard & Poor's July 2008 - August 2009
Lehman Brothers June 2001 - May 2008
Pedestal November 2000 - June 2001
JP Morgan July 1998 - November 2000
CDC (Caisse Des Depots) North America June 1996 - June 1998
Deutsche Bank October 1994 - June 1996
Goldman Sachs March 1994 - October 1994
Skills
Reference Data, Fixed Income, Sybase, JMS, Data Modeling, Spring, Derivatives, Hibernate, Risk Management, SQL, Java, TIBCO, XML, Market Data, C++, Trading Systems, Equities, SOA, Perl, Agile Methodologies, Unix, Weblogic, SDLC, Credit Derivatives, Prime Brokerage, Low Latency, Equity Derivatives
Education
Polytechnic University 1979 — 1981
MS, Computer Sciense
Massachusetts Institute of Technology
SB, Electrical Engineering
William Falk's J.P. Morgan Experience January 1989 - July 2000
Job CIO/SIO AIG/AIG Federal Savings Bank
Industry Financial Services
Experience
AIG July 2000 - Present
JP Morgan January 1989 - July 2000
Donaldson, Lufkin & Jenrette September 1987 - January 1989
First Boston August 1983 - September 1987
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
MBA, Accounting and Finance
Lehigh University - College of Business and Economics 1976 — 1980
AIG July 2000 - Present
JP Morgan January 1989 - July 2000
Donaldson, Lufkin & Jenrette September 1987 - January 1989
First Boston August 1983 - September 1987
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
MBA, Accounting and Finance
Lehigh University - College of Business and Economics 1976 — 1980
Sara Dillon's J.P. Morgan Experience 1994 - 1999
Job Managing Director at NYSE Euronext
Industry Financial Services
Experience
NYSE Euronext Technology ManagerOptimarkSeptember 1999 - October 2002
JP Morgan 1994 - 1999
ILX Systems 1992 - 1994
ILX Systems (a division of Thomson) 1992 - 1994
Education
Lehigh University
BSME
NYSE Euronext Technology ManagerOptimarkSeptember 1999 - October 2002
JP Morgan 1994 - 1999
ILX Systems 1992 - 1994
ILX Systems (a division of Thomson) 1992 - 1994
Education
Lehigh University
BSME
Daniel Owens's J.P. Morgan Experience March 2010 - July 2012
Job Partner at The Learning Accelerator
Industry Financial Services
Experience
The Learning Accelerator February 2013 - Present
The Learning Accelerator September 2012 - January 2013
JP Morgan March 2010 - July 2012
Los Angeles Unified School District September 2005 - July 2007
Education
Loyola Marymount University 2005 — 2007
MA, Education
The College of William and Mary - The Mason School of Business 2001 — 2005
BBA, Finance
William & Mary 2001 — 2005
BBA, Finance
The Learning Accelerator February 2013 - Present
The Learning Accelerator September 2012 - January 2013
JP Morgan March 2010 - July 2012
Los Angeles Unified School District September 2005 - July 2007
Education
Loyola Marymount University 2005 — 2007
MA, Education
The College of William and Mary - The Mason School of Business 2001 — 2005
BBA, Finance
William & Mary 2001 — 2005
BBA, Finance
Sree Ramesh Adusumilli's J.P. Morgan Experience 2006 - 2007
Job Vice President, Trading Systems and Support at Instinet Incorporated
Industry Investment Banking
Experience
Lehman Brothers Vice President, Head of Latency Sensitive Trading Systems SupportInstinet IncorporatedApril 2013 - Present
Nomura Securities August 2009 - March 2013
Nomura Securities International 2009 - March 2013
Barclays Capital June 2007 - August 2009
Lehman Brothers 2007 - 2009
JP Morgan 2006 - 2007
Skills
Low Latency, Trading Systems, Electronic Trading, Equities, Market Data, Equity Derivatives, Options, Prime Brokerage, Investment Banking, Exchange Connectivity, Fixed Income, Reference Data, Derivatives, Equity Trading, Capital Markets, Interest Rate..., Middle Office
Education
PSG College of Technology 1988 — 1990
M.Tech
Manipal Institute of Technology 1984 — 1988
B.Tech
Lehman Brothers Vice President, Head of Latency Sensitive Trading Systems SupportInstinet IncorporatedApril 2013 - Present
Nomura Securities August 2009 - March 2013
Nomura Securities International 2009 - March 2013
Barclays Capital June 2007 - August 2009
Lehman Brothers 2007 - 2009
JP Morgan 2006 - 2007
Skills
Low Latency, Trading Systems, Electronic Trading, Equities, Market Data, Equity Derivatives, Options, Prime Brokerage, Investment Banking, Exchange Connectivity, Fixed Income, Reference Data, Derivatives, Equity Trading, Capital Markets, Interest Rate..., Middle Office
Education
PSG College of Technology 1988 — 1990
M.Tech
Manipal Institute of Technology 1984 — 1988
B.Tech
Dan Senkiewicz's J.P. Morgan Experience October 1993 - July 1995
Job Owner at Finale Home Improvement, LLC
Industry Construction
Experience
Finale Home Improvement, LLC October 2007 - Present
Siemens Business Services August 1999 - September 2001
Unisys August 1996 - August 1999
The CD Group October 1995 - May 1996
JP Morgan October 1993 - July 1995
Morgan Stanley April 1993 - October 1993
Coopers & Lybrand June 1992 - April 1993
Education
LIU Post
Finale Home Improvement, LLC October 2007 - Present
Siemens Business Services August 1999 - September 2001
Unisys August 1996 - August 1999
The CD Group October 1995 - May 1996
JP Morgan October 1993 - July 1995
Morgan Stanley April 1993 - October 1993
Coopers & Lybrand June 1992 - April 1993
Education
LIU Post
Anthony Todaro's J.P. Morgan Experience May 1986 - August 1988
Job Chief Financial Officer at Espirito Santo Investment BankUSA
Industry Banking
Experience
Espirito Santo Investment October 2008 - Present
Eurohypo AG September 2003 - June 2008
HypoVereinsbank June 1999 - August 2003
CIBC World Markets May 1988 - May 1999
JP Morgan May 1986 - August 1988
Price Waterhouse May 1983 - April 1986
Skills
Capital Markets, Investment Banking, Valuation, Due Diligence, Financial Analysis, Mergers & Acquisitions, Accounting, Corporate Finance, Banking, Financial Structuring, Credit Risk, Private Equity, Financial Modeling, Asset Management, Credit, Fixed Income, Structured Finance, Equities, Finance, Project Finance, Derivatives, Financial Risk, Investments
Education
Manhattan College 1979 — 1983
Bachelor of Science (B.S.), Accounting
Archbishop Molloy 1975 — 1979
Espirito Santo Investment October 2008 - Present
Eurohypo AG September 2003 - June 2008
HypoVereinsbank June 1999 - August 2003
CIBC World Markets May 1988 - May 1999
JP Morgan May 1986 - August 1988
Price Waterhouse May 1983 - April 1986
Skills
Capital Markets, Investment Banking, Valuation, Due Diligence, Financial Analysis, Mergers & Acquisitions, Accounting, Corporate Finance, Banking, Financial Structuring, Credit Risk, Private Equity, Financial Modeling, Asset Management, Credit, Fixed Income, Structured Finance, Equities, Finance, Project Finance, Derivatives, Financial Risk, Investments
Education
Manhattan College 1979 — 1983
Bachelor of Science (B.S.), Accounting
Archbishop Molloy 1975 — 1979
Javad Qazi, CertICM's J.P. Morgan Experience February 2008 - January 2012
Job International Treasury Specialist at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2012 - Present
JP Morgan February 2008 - January 2012
Barclays Bank March 2005 - February 2008
Barclaycard September 2001 - February 2005
Alliance & Leicester Commercial Bank 1992 - 2001
Skills
Cash Management, Treasury Services, Treasury Management, Relationship Management, Payments, Treasury, Liquidity Management, Trade Finance, Electronic Payments, SWIFT payments, Payment Systems, Strategy, Internet Banking, Banking, Commercial Banking, Financial Services, Payment Card Processing, ACH, Liquidity, Core Banking, Working Capital..., Cards, Mobile Payments, Banking Relationships, Credit, Corporate Finance, Credit Cards, Financial Risk, Business Strategy, Portfolio Management
Education
London South Bank University 1988 — 1992
BA, Business
JPMorgan Chase January 2012 - Present
JP Morgan February 2008 - January 2012
Barclays Bank March 2005 - February 2008
Barclaycard September 2001 - February 2005
Alliance & Leicester Commercial Bank 1992 - 2001
Skills
Cash Management, Treasury Services, Treasury Management, Relationship Management, Payments, Treasury, Liquidity Management, Trade Finance, Electronic Payments, SWIFT payments, Payment Systems, Strategy, Internet Banking, Banking, Commercial Banking, Financial Services, Payment Card Processing, ACH, Liquidity, Core Banking, Working Capital..., Cards, Mobile Payments, Banking Relationships, Credit, Corporate Finance, Credit Cards, Financial Risk, Business Strategy, Portfolio Management
Education
London South Bank University 1988 — 1992
BA, Business
Grigore Raul Tataru's J.P. Morgan Experience June 2008 - February 2009
Job FX Quant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
Bloomberg March 2009 - April 2011
JP Morgan June 2008 - February 2009
Bear Stearns August 2006 - May 2008
Education
Massachusetts Institute of Technology 1998 — 2003
Ph.D.
University of Bucharest 1994 — 1998
BS
Bank of America Merrill Lynch May 2011 - Present
Bloomberg March 2009 - April 2011
JP Morgan June 2008 - February 2009
Bear Stearns August 2006 - May 2008
Education
Massachusetts Institute of Technology 1998 — 2003
Ph.D.
University of Bucharest 1994 — 1998
BS
Andrew Senno's J.P. Morgan Experience January 2011 - Present
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan January 2011 - Present
JP Morgan January 2010 - December 2010
JP Morgan February 2008 - December 2009
UBS Wealth Management January 2006 - July 2007
Skills
Collateral Management, Derivatives, Fixed Income, Securities, Equities, Hedge Funds, Middle Office, Bloomberg, Securities Lending, Capital Markets, Financial Services, Series 63, Mutual Funds, Alternative Investments, Banking, Portfolio Management, Investment Banking, Series 7, Global Custody, Asset Managment
Education
Marist College 2002 — 2006
Monsignor Farrell High School 1998 — 2002
High School
JP Morgan January 2011 - Present
JP Morgan January 2010 - December 2010
JP Morgan February 2008 - December 2009
UBS Wealth Management January 2006 - July 2007
Skills
Collateral Management, Derivatives, Fixed Income, Securities, Equities, Hedge Funds, Middle Office, Bloomberg, Securities Lending, Capital Markets, Financial Services, Series 63, Mutual Funds, Alternative Investments, Banking, Portfolio Management, Investment Banking, Series 7, Global Custody, Asset Managment
Education
Marist College 2002 — 2006
Monsignor Farrell High School 1998 — 2002
High School
Mark Stofko's J.P. Morgan Experience September 2009 - Present
Job Private Banker at JPMorgan Chase
Industry Financial Services
Experience
jp morgan September 2009 - Present
JPMorgan Chase August 2005 - Present
Skills
Financial Analysis, Equities, Asset Management, Investments, Bloomberg, Wealth Management, Securities
Education
Manhattan College 2000 — 2004
finance
monticello 1996 — 2000
jp morgan September 2009 - Present
JPMorgan Chase August 2005 - Present
Skills
Financial Analysis, Equities, Asset Management, Investments, Bloomberg, Wealth Management, Securities
Education
Manhattan College 2000 — 2004
finance
monticello 1996 — 2000
Judy Aiken's J.P. Morgan Experience November 2008 - Present
Job Vice President at JPMorgan Chase
Industry Accounting
Experience
JP Morgan November 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns November 1996 - November 2008
PricewaterhouseCoopers 1993 - 1996
Skills
Capital Markets, Investment Banking, Financial Analysis, Hedge Funds, Fixed Income, Risk Management, Equities, Financial Modeling, Corporate Finance
Education
Manhattan College 1989 — 1993
BS, Accounting
JP Morgan November 2008 - Present
JPMorgan Chase 2008 - Present
Bear Stearns November 1996 - November 2008
PricewaterhouseCoopers 1993 - 1996
Skills
Capital Markets, Investment Banking, Financial Analysis, Hedge Funds, Fixed Income, Risk Management, Equities, Financial Modeling, Corporate Finance
Education
Manhattan College 1989 — 1993
BS, Accounting
Kenneth Craig's J.P. Morgan Experience 1990 - 2002
Job Managing Director in Regulatory Technology & Operations at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2008 - Present
Bank of America 2006 - 2008
Credit Suisse 2003 - 2006
ITK Solutions 2002 - 2003
JP Morgan 1990 - 2002
Skills
Business Analysis, Capital Markets, Change Management, Credit Derivatives, Derivatives, Equity Derivatives, Fixed Income, Interest Rate..., Investment Banking, Management, Program Management, Trading Systems, Back Office, Middle Office, Swaps
Education
New York University - Leonard N. Stern School of Business 1997 — 2002
MBA, Management, International Business, Finance
Manhattan College 1985 — 1989
BEE, Electrical Engineering
Deutsche Bank August 2008 - Present
Bank of America 2006 - 2008
Credit Suisse 2003 - 2006
ITK Solutions 2002 - 2003
JP Morgan 1990 - 2002
Skills
Business Analysis, Capital Markets, Change Management, Credit Derivatives, Derivatives, Equity Derivatives, Fixed Income, Interest Rate..., Investment Banking, Management, Program Management, Trading Systems, Back Office, Middle Office, Swaps
Education
New York University - Leonard N. Stern School of Business 1997 — 2002
MBA, Management, International Business, Finance
Manhattan College 1985 — 1989
BEE, Electrical Engineering
Anthony Nardella's J.P. Morgan Experience May 2008 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan May 2008 - Present
Bear Stearns September 1995 - May 2008
Skills
Fixed Income, Capital Markets, Hedge Funds, Equities, Derivatives, Securities, Prime Brokerage, Investment Banking, Series 7, Valuation, Financial Modeling, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Lehigh University - College of Business and Economics 1988 — 1992
BS
JP Morgan May 2008 - Present
Bear Stearns September 1995 - May 2008
Skills
Fixed Income, Capital Markets, Hedge Funds, Equities, Derivatives, Securities, Prime Brokerage, Investment Banking, Series 7, Valuation, Financial Modeling, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Lehigh University - College of Business and Economics 1988 — 1992
BS
Andrew Laporta's J.P. Morgan Experience September 2011 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
J.P. Morgan September 2011 - Present
JP Morgan July 2010 - September 2011
JPMorgan March 2008 - June 2010
Bear Stearns December 2005 - March 2008
Skills
Prime Brokerage, Fixed Income, Capital Markets, Hedge Funds, Valuation, Equities, Derivatives, Investment Banking, Bloomberg, Securities, Series 7, Middle Office, Equity Derivatives, Credit Derivatives, Alternative Investments
Education
Manhattan College 1998 — 2001
BA, Marketing
J.P. Morgan September 2011 - Present
JP Morgan July 2010 - September 2011
JPMorgan March 2008 - June 2010
Bear Stearns December 2005 - March 2008
Skills
Prime Brokerage, Fixed Income, Capital Markets, Hedge Funds, Valuation, Equities, Derivatives, Investment Banking, Bloomberg, Securities, Series 7, Middle Office, Equity Derivatives, Credit Derivatives, Alternative Investments
Education
Manhattan College 1998 — 2001
BA, Marketing
Angela McAdoo's J.P. Morgan Experience Personal Trust ManagerJP MorganJune 2000 - January 2008
Job Relationship Manager
Industry Banking
Experience
JP Morgan Personal Trust ManagerJP MorganJune 2000 - January 2008
Education
Marquette University 1982 — 1986
BS, Accounting
JP Morgan Personal Trust ManagerJP MorganJune 2000 - January 2008
Education
Marquette University 1982 — 1986
BS, Accounting
Jonathan Panik's J.P. Morgan Experience March 2010 - March 2013
Job Executive Director and Senior Banker at J. P. Morgan Private Bank
Industry Financial Services
Experience
J. P. Morgan Private Bank June 2014 - Present
J. P. Morgan Private Bank March 2013 - Present
JP Morgan March 2010 - March 2013
Lehman Brothers Trust Company June 2006 - March 2010
Riker Danzig 2002 - 2006
Skills
Estate Planning, Investments, Securities, Litigation, Trusts, Wealth Management
Education
Villanova University School of Law 1998 — 2001
JD, Law
Lehigh University - College of Business and Economics 1993 — 1997
BS, Business and Economics
J. P. Morgan Private Bank June 2014 - Present
J. P. Morgan Private Bank March 2013 - Present
JP Morgan March 2010 - March 2013
Lehman Brothers Trust Company June 2006 - March 2010
Riker Danzig 2002 - 2006
Skills
Estate Planning, Investments, Securities, Litigation, Trusts, Wealth Management
Education
Villanova University School of Law 1998 — 2001
JD, Law
Lehigh University - College of Business and Economics 1993 — 1997
BS, Business and Economics
Dana Patten's J.P. Morgan Experience March 1999 - February 2000
Job Regional Developer at ActiveRx
Industry Health, Wellness and Fitness
Experience
ActiveRx December 2011 - Present
Samsara Inc. January 2011 - December 2011
Merrill Lynch February 2000 - June 2009
JP Morgan March 1999 - February 2000
JP Morgan June 1997 - March 1999
Education
Loyola University Maryland 1992 — 1997
BBA, Finance
ActiveRx December 2011 - Present
Samsara Inc. January 2011 - December 2011
Merrill Lynch February 2000 - June 2009
JP Morgan March 1999 - February 2000
JP Morgan June 1997 - March 1999
Education
Loyola University Maryland 1992 — 1997
BBA, Finance
Loree Arnold's J.P. Morgan Experience 2002 - 2007
Job Investment and Planning Specialist for Armen Khadiwala at Northwestern Mutual at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2015 - Present
Northwestern Mutual June 2014 - July 2015
Northwestern Mutual January 2014 - June 2014
Chase Bank March 2012 - January 2014
Mountain Financial May 2008 - February 2009
JP Morgan 2002 - 2007
Skills
Insurance, Investments, Portfolio Management, Mutual Funds, Banking, Relationship Management, Wealth Management, Financial Services, Credit, Series 63, Fixed Income, Strategic Financial..., Asset Management, Series 6, Life & Health Insurance...
Education
Liberty University 2009 — 2013
BA, Accounting and Business
Northwestern Mutual July 2015 - Present
Northwestern Mutual June 2014 - July 2015
Northwestern Mutual January 2014 - June 2014
Chase Bank March 2012 - January 2014
Mountain Financial May 2008 - February 2009
JP Morgan 2002 - 2007
Skills
Insurance, Investments, Portfolio Management, Mutual Funds, Banking, Relationship Management, Wealth Management, Financial Services, Credit, Series 63, Fixed Income, Strategic Financial..., Asset Management, Series 6, Life & Health Insurance...
Education
Liberty University 2009 — 2013
BA, Accounting and Business
Anthony Cozzi's J.P. Morgan Experience 1992 - 1995
Job Program Manager/Product Manager/Technical Account Manager
Industry Information Services
Experience
Axis Group 2010 - Present
Sterling Commerce 2008 - 2010
Interactive Technologies (FISERV) 2005 - 2008
Telcordia Technologies 2004 - 2005
Telcordia Technologies 1997 - 2004
Bellcore 1995 - 1997
JP Morgan 1992 - 1995
The Prudential Assurance Co. Ltd. June 1989 - December 1992
Skills
Telecommunications, Business Intelligence, Technology Management, Process Improvement, Strategy, Product Management, Program Management, Software Development, Solution Architecture, Project Management, Visio, PMO, Analysis, Management, Leadership, Business Process, Management Consulting, Databases, Product Development
Education
Stevens Institute of Technology 1995 — 1997
MS
Marist College 1985 — 1989
BS
Axis Group 2010 - Present
Sterling Commerce 2008 - 2010
Interactive Technologies (FISERV) 2005 - 2008
Telcordia Technologies 2004 - 2005
Telcordia Technologies 1997 - 2004
Bellcore 1995 - 1997
JP Morgan 1992 - 1995
The Prudential Assurance Co. Ltd. June 1989 - December 1992
Skills
Telecommunications, Business Intelligence, Technology Management, Process Improvement, Strategy, Product Management, Program Management, Software Development, Solution Architecture, Project Management, Visio, PMO, Analysis, Management, Leadership, Business Process, Management Consulting, Databases, Product Development
Education
Stevens Institute of Technology 1995 — 1997
MS
Marist College 1985 — 1989
BS
Satch Mehta's J.P. Morgan Experience 1984 - 2002
Job Managing Partner at Neon Liberty Capital management
Industry Investment Management
Experience
Neon Liberty Capital management January 2003 - Present
JP Morgan 1984 - 2002
JPMorgan Investment Management 1984 - 2002
Education
London Business School
Master of Business Administration (MBA)
Oxford University
Neon Liberty Capital management January 2003 - Present
JP Morgan 1984 - 2002
JPMorgan Investment Management 1984 - 2002
Education
London Business School
Master of Business Administration (MBA)
Oxford University
Monica Simo's J.P. Morgan Experience July 2008 - July 2010
Job Account Manager at Clever Inc.
Industry E-Learning
Experience
Clever Inc. June 2015 - Present
Khan Academy March 2015 - June 2015
Bill & Melinda Gates Foundation June 2014 - August 2014
Providence Equity Partners March 2011 - August 2013
New Mountain Capital August 2010 - March 2011
JP Morgan July 2008 - July 2010
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Finance, LBO, Bloomberg, Corporate Development, Venture Capital, Equities, Financial Analysis, Investments, Capital Markets
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Stanford University 2013 — 2015
Master of Education (M.Ed.)
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science, Management Science
Clever Inc. June 2015 - Present
Khan Academy March 2015 - June 2015
Bill & Melinda Gates Foundation June 2014 - August 2014
Providence Equity Partners March 2011 - August 2013
New Mountain Capital August 2010 - March 2011
JP Morgan July 2008 - July 2010
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Finance, LBO, Bloomberg, Corporate Development, Venture Capital, Equities, Financial Analysis, Investments, Capital Markets
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Stanford University 2013 — 2015
Master of Education (M.Ed.)
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science, Management Science
Claire Unterseher's J.P. Morgan Experience January 2015 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
JP Morgan August 2012 - December 2014
Citi September 2007 - August 2012
ED&F Man / Man Financial 1994 - 2004
Cargill Investor Services 1988 - 1993
Skills
Risk Management, Fixed Income, Derivatives, Equities, Trading Systems, Capital Markets, Options, Finance, Trading, Financial Services, Mergers & Acquisitions, Project Management
Education
London South Bank University 1984 — 1988
Bachelor of Arts (B.A.), Business Studies, 2:1
J.P. Morgan January 2015 - Present
JP Morgan August 2012 - December 2014
Citi September 2007 - August 2012
ED&F Man / Man Financial 1994 - 2004
Cargill Investor Services 1988 - 1993
Skills
Risk Management, Fixed Income, Derivatives, Equities, Trading Systems, Capital Markets, Options, Finance, Trading, Financial Services, Mergers & Acquisitions, Project Management
Education
London South Bank University 1984 — 1988
Bachelor of Arts (B.A.), Business Studies, 2:1
Ryan Dean's J.P. Morgan Experience July 2008 - May 2013
Job Credit Research Analyst at MidOcean Credit Partners
Industry Research
Experience
MidOcean Partners May 2013 - Present
JP Morgan July 2008 - May 2013
Skills
Capital Markets, Corporate Finance, Equities, Finance, Financial Modeling, High Yield, Investment Banking, Valuation
Education
Lehigh University 2004 — 2008
BS
MidOcean Partners May 2013 - Present
JP Morgan July 2008 - May 2013
Skills
Capital Markets, Corporate Finance, Equities, Finance, Financial Modeling, High Yield, Investment Banking, Valuation
Education
Lehigh University 2004 — 2008
BS
Noel Reyes's J.P. Morgan Experience October 2010 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2010 - Present
Barclays Capital September 2008 - October 2010
Lehman Brothers February 2006 - September 2008
Skills
Electronic Trading, Equities, Equity Derivatives, Trading Systems
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Management/Finance
Massachusetts Institute of Technology 2000 — 2006
BS/MEng, Electrical Engineering and Computer Science
JP Morgan October 2010 - Present
Barclays Capital September 2008 - October 2010
Lehman Brothers February 2006 - September 2008
Skills
Electronic Trading, Equities, Equity Derivatives, Trading Systems
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Management/Finance
Massachusetts Institute of Technology 2000 — 2006
BS/MEng, Electrical Engineering and Computer Science
Robert Runge's J.P. Morgan Experience April 1997 - August 2000
Job Portfolio Administrator at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2009 - Present
MD Sass August 2000 - December 2008
MD Sass 2000 - 2008
MD Sass 2000 - 2008
JP Morgan April 1997 - August 2000
JPMorgan Chase 1997 - 2000
Education
Manhattan College 1989 — 1993
BS, Accounting
Eaton Vance January 2009 - Present
MD Sass August 2000 - December 2008
MD Sass 2000 - 2008
MD Sass 2000 - 2008
JP Morgan April 1997 - August 2000
JPMorgan Chase 1997 - 2000
Education
Manhattan College 1989 — 1993
BS, Accounting
Michael Schoen's J.P. Morgan Experience August 1997 - April 2000
Job Managing Director at Scotiabank
Industry Investment Banking
Experience
Scotiabank February 2013 - Present
Credit Suisse November 2000 - February 2013
DLJ April 2000 - November 2000
JP Morgan August 1997 - April 2000
Lehman Brothers July 1995 - August 1997
JPMorgan September 1987 - July 1995
Skills
Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Derivatives, Corporate Finance, Structured Finance, Financial Markets, Asset Management, LBO, Structured Products, Investments, Financial Structuring, Options
Education
Massachusetts Institute of Technology 1983 — 1987
BS, Management
Scotiabank February 2013 - Present
Credit Suisse November 2000 - February 2013
DLJ April 2000 - November 2000
JP Morgan August 1997 - April 2000
Lehman Brothers July 1995 - August 1997
JPMorgan September 1987 - July 1995
Skills
Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Derivatives, Corporate Finance, Structured Finance, Financial Markets, Asset Management, LBO, Structured Products, Investments, Financial Structuring, Options
Education
Massachusetts Institute of Technology 1983 — 1987
BS, Management
Peter Bennitt, CFA's J.P. Morgan Experience August 1998 - September 2001
Job Debt Capital Markets, Stifel
Industry Capital Markets
Experience
Stifel Financial Corp. June 2009 - Present
RBC Capital Markets February 2009 - June 2009
Callidus Capital Management November 2001 - October 2008
JP Morgan August 1998 - September 2001
Aerotech Inc. August 1994 - July 1996
Skills
Capital Markets, Securitization, Leveraged Finance, Risk Management, Credit Analysis, Finance, Fixed Income, Hedge Funds, Equities, Investment Banking, Alternative Investments, Private Equity, Valuation, Financial Modeling, Derivatives, Bloomberg, Series 7, Asset Managment, Corporate Finance, Loan Origination
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance, Accounting
Lehigh University 1989 — 1994
BS, BA, Mechanical Engineering, Economics
Stifel Financial Corp. June 2009 - Present
RBC Capital Markets February 2009 - June 2009
Callidus Capital Management November 2001 - October 2008
JP Morgan August 1998 - September 2001
Aerotech Inc. August 1994 - July 1996
Skills
Capital Markets, Securitization, Leveraged Finance, Risk Management, Credit Analysis, Finance, Fixed Income, Hedge Funds, Equities, Investment Banking, Alternative Investments, Private Equity, Valuation, Financial Modeling, Derivatives, Bloomberg, Series 7, Asset Managment, Corporate Finance, Loan Origination
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance, Accounting
Lehigh University 1989 — 1994
BS, BA, Mechanical Engineering, Economics
Kristina Blaschek's J.P. Morgan Experience 2004 - 2005
Job Global Research Manager, Investment Management at William Blair and Company
Industry Investment Management
Experience
William Blair & Company April 2013 - Present
William Blair & Company 2007 - April 2013
Lazard Middle Market 2005 - 2007
JP Morgan 2004 - 2005
J.P. Morgan 2002 - 2004
Skills
Financial Modeling, Capital Markets, Investment Banking, Valuation, Equities, Corporate Finance, Investments, Private Equity, Fixed Income, Equity Research, Financial Analysis, Portfolio Management, Derivatives, Hedge Funds
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Entrepreneurship
Loyola University Chicago 1997 — 2001
BBA, Finance, Honors
William Blair & Company April 2013 - Present
William Blair & Company 2007 - April 2013
Lazard Middle Market 2005 - 2007
JP Morgan 2004 - 2005
J.P. Morgan 2002 - 2004
Skills
Financial Modeling, Capital Markets, Investment Banking, Valuation, Equities, Corporate Finance, Investments, Private Equity, Fixed Income, Equity Research, Financial Analysis, Portfolio Management, Derivatives, Hedge Funds
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Entrepreneurship
Loyola University Chicago 1997 — 2001
BBA, Finance, Honors
Bart O'Brien's J.P. Morgan Experience June 1980 - June 1983
Job Vice President at Fortis Bank
Industry Banking
Experience
Fortis Bank September 2004 - Present
Danske Bank September 1999 - September 2004
BHF-BANK January 1987 - January 1999
Rainier Bank June 1985 - December 1987
Barclays Bank June 1983 - June 1985
JP Morgan June 1980 - June 1983
Education
Manhattan College 1976 — 1981
BA, Liberal Arts
Fortis Bank September 2004 - Present
Danske Bank September 1999 - September 2004
BHF-BANK January 1987 - January 1999
Rainier Bank June 1985 - December 1987
Barclays Bank June 1983 - June 1985
JP Morgan June 1980 - June 1983
Education
Manhattan College 1976 — 1981
BA, Liberal Arts
Patrick Hannett's J.P. Morgan Experience 2007 - Present
Job Quantitative Research at JP Morgan
Industry Investment Banking
Experience
JP Morgan 2007 - Present
Wachovia Securities 2005 - 2007
Abacus Analytics 2003 - 2005
Credit Suisse 1998 - 2003
Algorithmics, Incorporated 1997 - 1998
Deutsche Bank 1995 - 1996
Pall Corporation 1990 - 1994
Pall Corporation 1984 - 1988
Education
The University of Chicago 1988 — 1990
MBA
Manhattan College
Masters of Engineering, Chemical Engineering
Manhattan College
Bachelor of Engineering, Chemical Engineering
JP Morgan 2007 - Present
Wachovia Securities 2005 - 2007
Abacus Analytics 2003 - 2005
Credit Suisse 1998 - 2003
Algorithmics, Incorporated 1997 - 1998
Deutsche Bank 1995 - 1996
Pall Corporation 1990 - 1994
Pall Corporation 1984 - 1988
Education
The University of Chicago 1988 — 1990
MBA
Manhattan College
Masters of Engineering, Chemical Engineering
Manhattan College
Bachelor of Engineering, Chemical Engineering
Robert Kiss's J.P. Morgan Experience January 1995 - January 1996
Job Managing Director, J.P.Morgan Asset Management Private Equity
Industry Investment Management
Experience
J.P. Morgan Investment Management, Inc. January 2000 - Present
J.P.Morgan Capital Corporation January 1996 - December 1999
J.P. Morgan January 1995 - January 1996
J.P. Morgan January 1991 - January 1995
J.P. Morgan January 1987 - January 1991
JP Morgan November 1985 - January 1987
Exxon July 1981 - November 1985
Exxon July 1979 - July 1981
Skills
Private Equity, Corporate Advisory, Alternative Investments, Venture Capital, IPO, Corporate Finance, Portfolio Management, Valuation, Capital Markets, Corporate Development, Due Diligence, Mergers & Acquisitions, Private Placements, Investment Banking, Equity Capital Markets, Management, M&A experience, Project Finance
Education
Lehigh University 1975 — 1979
BSCE, Civil Engineering and Ocean Enginering
J.P. Morgan Investment Management, Inc. January 2000 - Present
J.P.Morgan Capital Corporation January 1996 - December 1999
J.P. Morgan January 1995 - January 1996
J.P. Morgan January 1991 - January 1995
J.P. Morgan January 1987 - January 1991
JP Morgan November 1985 - January 1987
Exxon July 1981 - November 1985
Exxon July 1979 - July 1981
Skills
Private Equity, Corporate Advisory, Alternative Investments, Venture Capital, IPO, Corporate Finance, Portfolio Management, Valuation, Capital Markets, Corporate Development, Due Diligence, Mergers & Acquisitions, Private Placements, Investment Banking, Equity Capital Markets, Management, M&A experience, Project Finance
Education
Lehigh University 1975 — 1979
BSCE, Civil Engineering and Ocean Enginering
Hemanth Vundavalli's J.P. Morgan Experience October 2009 - March 2010
Job Business Consultant at Cognizant Business Consulting
Industry Financial Services
Experience
Cognizant Business Consulting May 2010 - Present
MDI June 2008 - April 2010
JP Morgan October 2009 - March 2010
Dr. Reddy's Laboratories June 2009 - July 2009
IVRCL Infrastructures and Projects Ltd April 2009 - June 2009
Infosys Technologies Ltd June 2007 - June 2008
Coca-Cola Enterprises April 2007 - June 2007
nagarjuna construction company limited April 2005 - June 2005
Skills
Management Consulting, Requirements Analysis, SQL, Financial Modeling, PL/SQL, Business Analysis, Pre-sales, Cloud Computing, Software Project..., Business Intelligence, SDLC
Education
Management Development Institute 2008 — 2010
National Institute of Technology Warangal 2003 — 2007
B.Tech, Engineering
BVBPS 1990 — 2001
Cognizant Business Consulting May 2010 - Present
MDI June 2008 - April 2010
JP Morgan October 2009 - March 2010
Dr. Reddy's Laboratories June 2009 - July 2009
IVRCL Infrastructures and Projects Ltd April 2009 - June 2009
Infosys Technologies Ltd June 2007 - June 2008
Coca-Cola Enterprises April 2007 - June 2007
nagarjuna construction company limited April 2005 - June 2005
Skills
Management Consulting, Requirements Analysis, SQL, Financial Modeling, PL/SQL, Business Analysis, Pre-sales, Cloud Computing, Software Project..., Business Intelligence, SDLC
Education
Management Development Institute 2008 — 2010
National Institute of Technology Warangal 2003 — 2007
B.Tech, Engineering
BVBPS 1990 — 2001
Colette Dolan-Florio's J.P. Morgan Experience July 2009 - September 2011
Job VP Manager Client Administration & Implementation at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman September 2011 - Present
JP Morgan July 2009 - September 2011
Merrill Lynch & Co June 2007 - February 2009
Goldman Sachs Asset Management September 2004 - June 2007
Deutsche Bank Trust Americas July 1999 - September 2004
Deutsche Bank AG January 1999 - January 2004
The Bank of New York January 1996 - January 1999
Coopers & Lybrand, LLP January 1994 - January 1995
Skills
Equities, Asset Managment, Hedge Funds, Business Continuity..., Fixed Income, Financial Services, Risk Management, Alternative Investments, Investments, Strategy, Trading, Relationship Management, Cash Management, Banking, Financial Markets, Finance, CRM, Investment Management, Electronic Trading, Asset Management
Education
Fordham University - Graduate School of Business Administration 1999 — 2003
MBA, Dual Concentration - Finance & IT
Manhattan College 1990 — 1994
Bachelor of Science, Business Administration; Double Major - Accounting & Management
Cardinal Spellman HS 1986 — 1990
Neuberger Berman September 2011 - Present
JP Morgan July 2009 - September 2011
Merrill Lynch & Co June 2007 - February 2009
Goldman Sachs Asset Management September 2004 - June 2007
Deutsche Bank Trust Americas July 1999 - September 2004
Deutsche Bank AG January 1999 - January 2004
The Bank of New York January 1996 - January 1999
Coopers & Lybrand, LLP January 1994 - January 1995
Skills
Equities, Asset Managment, Hedge Funds, Business Continuity..., Fixed Income, Financial Services, Risk Management, Alternative Investments, Investments, Strategy, Trading, Relationship Management, Cash Management, Banking, Financial Markets, Finance, CRM, Investment Management, Electronic Trading, Asset Management
Education
Fordham University - Graduate School of Business Administration 1999 — 2003
MBA, Dual Concentration - Finance & IT
Manhattan College 1990 — 1994
Bachelor of Science, Business Administration; Double Major - Accounting & Management
Cardinal Spellman HS 1986 — 1990
Carol Waddell's J.P. Morgan Experience April 2012 - Present
Job Head of Retirement Solutions
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
JP Morgan April 2012 - Present
T. Rowe Price August 1994 - March 2012
Citibank 1985 - 1994
Citibank Maryland 1985 - 1994
Education
Loyola University Maryland 1994 — 1996
MBA
EMPOWER Retirement September 2014 - Present
JP Morgan April 2012 - Present
T. Rowe Price August 1994 - March 2012
Citibank 1985 - 1994
Citibank Maryland 1985 - 1994
Education
Loyola University Maryland 1994 — 1996
MBA
Richard Mazzella's J.P. Morgan Experience June 2005 - September 2008
Job Chief Operating Officer Global Fixed Income at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group October 2008 - Present
JP Morgan June 2005 - September 2008
JP Morgan June 1999 - June 2005
Ernst & Young August 1987 - December 1989
Skills
Fixed Income, Global Business..., Business Strategy, Electronic Trading, Project Management, Risk Management, Business Planning, Business Transactions, Central Clearing, Back Office, Transaction Processing, Bloomberg, Project Delivery, Trading Systems, Middle Office, Trading, Equities, Investment Banking, Program Management, Hedge Funds, Capital Markets, Financial Services, Improvisational Comedy, Operational Risk..., Asset Management, Relative Value Trading, Credit Risk, Market Risk, Cross-functional..., IT Operations Management, Operations Management, Derivatives, Analysis, Financial Analysis, Finance, Financial Risk, Management, Investments, Financial Markets, Strategy, Corporate Finance, Options, Due Diligence, Bonds, Interest Rate..., Interest Rate Swaps, Interest Rate Risk...
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1987
BS, Accounting
Citadel Investment Group October 2008 - Present
JP Morgan June 2005 - September 2008
JP Morgan June 1999 - June 2005
Ernst & Young August 1987 - December 1989
Skills
Fixed Income, Global Business..., Business Strategy, Electronic Trading, Project Management, Risk Management, Business Planning, Business Transactions, Central Clearing, Back Office, Transaction Processing, Bloomberg, Project Delivery, Trading Systems, Middle Office, Trading, Equities, Investment Banking, Program Management, Hedge Funds, Capital Markets, Financial Services, Improvisational Comedy, Operational Risk..., Asset Management, Relative Value Trading, Credit Risk, Market Risk, Cross-functional..., IT Operations Management, Operations Management, Derivatives, Analysis, Financial Analysis, Finance, Financial Risk, Management, Investments, Financial Markets, Strategy, Corporate Finance, Options, Due Diligence, Bonds, Interest Rate..., Interest Rate Swaps, Interest Rate Risk...
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1987
BS, Accounting
CS Venkatakrishnan's J.P. Morgan Experience September 1994 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
JP Morgan September 1994 - Present
JP Morgan Investment Bank January 2010 - February 2012
J.P. Morgan Investment Management 1994 - 2009
Education
Massachusetts Institute of Technology
SM, Operations Research
Massachusetts Institute of Technology
SB
Massachusetts Institute of Technology
PhD, Operations Research
JPMorgan Chase March 2012 - Present
JP Morgan September 1994 - Present
JP Morgan Investment Bank January 2010 - February 2012
J.P. Morgan Investment Management 1994 - 2009
Education
Massachusetts Institute of Technology
SM, Operations Research
Massachusetts Institute of Technology
SB
Massachusetts Institute of Technology
PhD, Operations Research
Cathy Dixon, P.E.'s J.P. Morgan Experience January 1987 - June 2001
Job Partner and Managing Director, VVA Project Managers
Industry Real Estate
Experience
VVA Project Managers & Consultants October 2007 - Present
KG&D Architects & Engineers, PC July 2001 - September 2006
JP Morgan January 1987 - June 2001
NBC News 1984 - 1987
Burns and Roe 1978 - 1984
Skills
Contract Negotiation, Construction Management, Project Management, Construction, Contract Management, Project Planning, LEED, Facilities Management, Value Engineering, Budgets, Management, Submittals, Leadership
Education
Manhattan College 1980 — 1982
ME, Structural Engineering
Manhattan College 1974 — 1978
BE, Structural Engineer
Ursuline High School 1970 — 1974
VVA Project Managers & Consultants October 2007 - Present
KG&D Architects & Engineers, PC July 2001 - September 2006
JP Morgan January 1987 - June 2001
NBC News 1984 - 1987
Burns and Roe 1978 - 1984
Skills
Contract Negotiation, Construction Management, Project Management, Construction, Contract Management, Project Planning, LEED, Facilities Management, Value Engineering, Budgets, Management, Submittals, Leadership
Education
Manhattan College 1980 — 1982
ME, Structural Engineering
Manhattan College 1974 — 1978
BE, Structural Engineer
Ursuline High School 1970 — 1974
Elaine Manza's J.P. Morgan Experience 1986 - 2000
Job Municipal Bond Specialist at ThomsonReuters
Industry Financial Services
Experience
ThomsonReuters September 2009 - Present
Moody's November 2004 - September 2009
AIDS Prevention Fund 2000 - 2004
JP Morgan 1986 - 2000
Skills
Risk Management, Portfolio Management, Trading, Equities, Fixed Income, Market Data, Securities, Investments, Bloomberg, Trading Systems, Finance, Bonds, Hedge Funds, Capital Markets, Financial Markets, Asset Managment, Series 7, Derivatives
Education
Long Island University, Southampton Campus 1967 — 1971
BA, Psychology & Education
ThomsonReuters September 2009 - Present
Moody's November 2004 - September 2009
AIDS Prevention Fund 2000 - 2004
JP Morgan 1986 - 2000
Skills
Risk Management, Portfolio Management, Trading, Equities, Fixed Income, Market Data, Securities, Investments, Bloomberg, Trading Systems, Finance, Bonds, Hedge Funds, Capital Markets, Financial Markets, Asset Managment, Series 7, Derivatives
Education
Long Island University, Southampton Campus 1967 — 1971
BA, Psychology & Education
Michael Catapano's J.P. Morgan Experience June 2008 - Present
Job Vice President at JP Morgan
Industry Investment Banking
Experience
JP Morgan June 2008 - Present
Bear Stearns 1986 - 2008
Skills
Fixed Income, Bonds, Series 7, Alternative Investments
Education
LIU Post 1982 — 1986
BA, economics
JP Morgan June 2008 - Present
Bear Stearns 1986 - 2008
Skills
Fixed Income, Bonds, Series 7, Alternative Investments
Education
LIU Post 1982 — 1986
BA, economics
Steve Lescohier's J.P. Morgan Experience October 2014 - Present
Job Retired
Industry Banking
Experience
J.P. Morgan October 2014 - Present
JP Morgan May 2008 - October 2014
Bank of America September 1994 - May 2008
Continental Illinois January 1977 - September 1994
CBNA 1977 - 1994
Education
Loyola University Chicago
MBA, Finance
University of Wisconsin-Madison
B.A.
University of Wisconsin-Madison
M.A., Latin American Studies
J.P. Morgan October 2014 - Present
JP Morgan May 2008 - October 2014
Bank of America September 1994 - May 2008
Continental Illinois January 1977 - September 1994
CBNA 1977 - 1994
Education
Loyola University Chicago
MBA, Finance
University of Wisconsin-Madison
B.A.
University of Wisconsin-Madison
M.A., Latin American Studies
Daniela Stas's J.P. Morgan Experience January 2005 - May 2009
Job Futures Trader & Mom at Self Imployed
Industry Financial Services
Experience
Self Imployed January 2010 - Present
JP Morgan January 2005 - May 2009
Morgan Stanley January 2004 - January 2005
Koshii Maxelum America, Inc January 2003 - January 2004
1800Matress January 2001 - January 2003
Education
State University of New York College at Plattsburgh 2002 — 2004
MS, Finance
Marist College 1996 — 2000
BS, Business Merchandising
Self Imployed January 2010 - Present
JP Morgan January 2005 - May 2009
Morgan Stanley January 2004 - January 2005
Koshii Maxelum America, Inc January 2003 - January 2004
1800Matress January 2001 - January 2003
Education
State University of New York College at Plattsburgh 2002 — 2004
MS, Finance
Marist College 1996 — 2000
BS, Business Merchandising
Molly McCartin's J.P. Morgan Experience June 2011 - June 2013
Job Business Operations Associate at Livongo Health
Industry Venture Capital & Private Equity
Experience
Livongo Health April 2014 - Present
7Wire Ventures June 2013 - April 2014
J.P. Morgan June 2011 - June 2013
JP Morgan June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Financial Analysis, Equity Research, Financial Modeling, Valuation, Business Analysis, Bloomberg, Private Equity, Entrepreneurship, Economics, Corporate Development, Due Diligence, Analytics, Data Analysis
Education
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Mathematics
Livongo Health April 2014 - Present
7Wire Ventures June 2013 - April 2014
J.P. Morgan June 2011 - June 2013
JP Morgan June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Financial Analysis, Equity Research, Financial Modeling, Valuation, Business Analysis, Bloomberg, Private Equity, Entrepreneurship, Economics, Corporate Development, Due Diligence, Analytics, Data Analysis
Education
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Mathematics
Genna Himmelstein's J.P. Morgan Experience January 2015 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan June 2012 - December 2014
JP Morgan September 2008 - June 2012
Bear Stearns July 2007 - September 2008
Thomson Financial June 2006 - August 2006
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance, Psychology
Universitat Pompeu Fabra 2006 — 2006
Barcelona Study Abroad, International Business
J.P. Morgan January 2015 - Present
J.P. Morgan June 2012 - December 2014
JP Morgan September 2008 - June 2012
Bear Stearns July 2007 - September 2008
Thomson Financial June 2006 - August 2006
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance, Psychology
Universitat Pompeu Fabra 2006 — 2006
Barcelona Study Abroad, International Business
Peter Donchez's J.P. Morgan Experience 2010 - Present
Job JP Morgan
Industry Financial Services
Experience
JP Morgan 2010 - Present
International Business Machines January 2010 - August 2010
IBM June 2008 - December 2009
Skills
Bloomberg, Finance, Financial Analysis, Fixed Income, Capital Markets, Investments, Portfolio Management
Education
Lehigh University - College of Business and Economics 2004 — 2008
BS, Finance, Accounting
JP Morgan 2010 - Present
International Business Machines January 2010 - August 2010
IBM June 2008 - December 2009
Skills
Bloomberg, Finance, Financial Analysis, Fixed Income, Capital Markets, Investments, Portfolio Management
Education
Lehigh University - College of Business and Economics 2004 — 2008
BS, Finance, Accounting
Sabrina Buscarnera's J.P. Morgan Experience April 1996 - March 1998
Job Office Manager at Navesink and Dreicer Chiropratic Centers
Industry Hospital & Health Care
Experience
Navesink and Dreicer Chiropratic Centers March 2006 - January 2011
Paine Webber March 1998 - December 2000
JP Morgan April 1996 - March 1998
Skills
Microsoft Office, Employee Benefits, Project Management, Team Building
Education
Manhattan College 1990 — 1994
BS, Finance/International Business
Navesink and Dreicer Chiropratic Centers March 2006 - January 2011
Paine Webber March 1998 - December 2000
JP Morgan April 1996 - March 1998
Skills
Microsoft Office, Employee Benefits, Project Management, Team Building
Education
Manhattan College 1990 — 1994
BS, Finance/International Business
Christopher Gozza's J.P. Morgan Experience 1989 - 1991
Job Regional Manager at City of New York
Industry Higher Education
Experience
City of New York - Department of Environmental Protection 2014 - Present
The Center For Discovery 2012 - 2014
State University of New York Construction Fund 2009 - 2012
Holland Insurance 2008 - 2009
Brookside Homes 2004 - 2008
County of Sullivan 1997 - 2004
New York State Assembly 1995 - 1997
Citibank 1992 - 1993
JP Morgan 1989 - 1991
Skills
Financial Analysis, Risk Management, Employee Benefits, Policy, Budgets, Analysis, Leadership, Managerial Finance, Strategic Planning, Accounting, Data Analysis, Finance, Forecasting, Program Management, Management, Public Speaking, Mergers & Acquisitions, Process Improvement
Education
LIU Post 1993 — 1995
Masters, Public Administration/Public Policy
LIU Post 1986 — 1989
BS, Business Administration
City of New York - Department of Environmental Protection 2014 - Present
The Center For Discovery 2012 - 2014
State University of New York Construction Fund 2009 - 2012
Holland Insurance 2008 - 2009
Brookside Homes 2004 - 2008
County of Sullivan 1997 - 2004
New York State Assembly 1995 - 1997
Citibank 1992 - 1993
JP Morgan 1989 - 1991
Skills
Financial Analysis, Risk Management, Employee Benefits, Policy, Budgets, Analysis, Leadership, Managerial Finance, Strategic Planning, Accounting, Data Analysis, Finance, Forecasting, Program Management, Management, Public Speaking, Mergers & Acquisitions, Process Improvement
Education
LIU Post 1993 — 1995
Masters, Public Administration/Public Policy
LIU Post 1986 — 1989
BS, Business Administration
Michael D'Agostino, CFA's J.P. Morgan Experience April 2010 - September 2012
Job Kiser Group
Industry Investment Management
Experience
Kiser Group Realty, Inc. September 2012 - Present
JP Morgan April 2010 - September 2012
Principal Global Investors May 2007 - December 2008
Skills
Fixed Income, Portfolio Management, Investments, Equities, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Securities, Financial Analysis, Credit, Asset Managment, Asset Management, Commercial Real Estate, Real Estate, Multi-family Investment..., Investment Properties, Real Estate Transactions, Real Estate Development, Investment Brokerage, Apartments
Education
Fenwick High School
John Cabot University
International Business
Marquette University
Bachelor’s Degree, Applied Investment Management Program
Kiser Group Realty, Inc. September 2012 - Present
JP Morgan April 2010 - September 2012
Principal Global Investors May 2007 - December 2008
Skills
Fixed Income, Portfolio Management, Investments, Equities, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Securities, Financial Analysis, Credit, Asset Managment, Asset Management, Commercial Real Estate, Real Estate, Multi-family Investment..., Investment Properties, Real Estate Transactions, Real Estate Development, Investment Brokerage, Apartments
Education
Fenwick High School
John Cabot University
International Business
Marquette University
Bachelor’s Degree, Applied Investment Management Program
Christine Simmers's J.P. Morgan Experience October 2000 - Present
Job Office Manager at JP Morgan
Industry Banking
Experience
JP Morgan October 2000 - Present
Skills
Risk Management, Financial Analysis, Financial Modeling, Derivatives, Accounting, Account Reconciliation, Microsoft Excel, Trading, Due Diligence, Economics, Finance, Management, Fixed Income, Equities, Portfolio Management
Education
Lone Star College
Business Administration and Management, General
JP Morgan October 2000 - Present
Skills
Risk Management, Financial Analysis, Financial Modeling, Derivatives, Accounting, Account Reconciliation, Microsoft Excel, Trading, Due Diligence, Economics, Finance, Management, Fixed Income, Equities, Portfolio Management
Education
Lone Star College
Business Administration and Management, General
Sheldon Rosenberg's J.P. Morgan Experience 1996 - 2006
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
JP Morgan 1996 - 2006
Unixpros, Inc. 1995 - 2006
SIAC 1988 - 1994
Skills
SOA, Solution Architecture, Enterprise Architecture, Spring, Agile Methodologies, Unix, Unix Shell Scripting, Ksh, Shell Scripting, Storage Area Networks, High Availability, Solaris, Oracle, Tomcat, Java Enterprise Edition, Cloud Computing
Education
Long Island University, C.W. Post Campus 1981 — 1984
Bachelors, Computer Science
JP Morgan 1996 - 2006
Unixpros, Inc. 1995 - 2006
SIAC 1988 - 1994
Skills
SOA, Solution Architecture, Enterprise Architecture, Spring, Agile Methodologies, Unix, Unix Shell Scripting, Ksh, Shell Scripting, Storage Area Networks, High Availability, Solaris, Oracle, Tomcat, Java Enterprise Edition, Cloud Computing
Education
Long Island University, C.W. Post Campus 1981 — 1984
Bachelors, Computer Science
Sean Low, CFA's J.P. Morgan Experience November 2005 - April 2008
Job Senior Vice President
Industry Financial Services
Experience
US Trust April 2008 - Present
JP Morgan November 2005 - April 2008
The Carlyle Group May 2002 - June 2005
Banc of America Securities December 1999 - May 2002
Skills
Private Equity, Valuation, Due Diligence, Securities, Fixed Income, Financial Modeling, Alternative Investments, Hedge Funds, Financial Services, Mergers, Equities, Portfolio Management, Mutual Funds, Investments, Capital Markets, Banking, Mergers & Acquisitions, Corporate Finance, Asset Management, Strategy, Equity Research, Investment Banking, Investment Management, Asset Allocation, Bloomberg, Wealth Management
Education
Texas Tech University 1998 — 1999
MBA, Finance
Lubbock Christian University 1996 — 1998
Finance
US Trust April 2008 - Present
JP Morgan November 2005 - April 2008
The Carlyle Group May 2002 - June 2005
Banc of America Securities December 1999 - May 2002
Skills
Private Equity, Valuation, Due Diligence, Securities, Fixed Income, Financial Modeling, Alternative Investments, Hedge Funds, Financial Services, Mergers, Equities, Portfolio Management, Mutual Funds, Investments, Capital Markets, Banking, Mergers & Acquisitions, Corporate Finance, Asset Management, Strategy, Equity Research, Investment Banking, Investment Management, Asset Allocation, Bloomberg, Wealth Management
Education
Texas Tech University 1998 — 1999
MBA, Finance
Lubbock Christian University 1996 — 1998
Finance
Mary Alred's J.P. Morgan Experience 2006 - Present
Job Vice President and Senior Estate Settlement Officer at JPMorgan Chase
Industry Banking
Experience
JP Morgan 2006 - Present
JPMorgan Chase July 1992 - April 2000
Education
Loyola University Chicago School of Law 1981 — 1984
JD, Law
Purdue University - Krannert School of Management 1977 — 1981
BS, Finance
JP Morgan 2006 - Present
JPMorgan Chase July 1992 - April 2000
Education
Loyola University Chicago School of Law 1981 — 1984
JD, Law
Purdue University - Krannert School of Management 1977 — 1981
BS, Finance
Danny Davidson's J.P. Morgan Experience June 2012 - August 2013
Job Morgan Stanley Vice President
Industry Investment Banking
Experience
Morgan Stanley May 2014 - July 2015
Lab49 August 2013 - March 2014
J.P. Morgan June 2012 - August 2013
JP Morgan November 2010 - June 2012
WV Division of Energy - Office of Coalfield Community Development March 2009 - November 2010
Morgan Stanley 2007 - 2009
American Electric Power January 2006 - September 2007
Skills
MS Project, Microsoft Office, Lotus Notes, PMP, Microsoft Excel, Certified Scrum Master..., Agile Project Management, Openlink Endur, JIRA, MS Excel, OATI, BMC Remedy, Athena, ICE, Scrum, Greenhopper, Bonds, Process Improvement, Renewable Energy, Fixed Income, Swaps, Derivatives, Options, Visio, Commodity Markets, Settlement, Energy Markets, Investment Banking, Energy, Agile Methodologies, Commodity, Trading, Project Management, Natural Gas, Financial Risk, Data Analysis, Valuation
Education
Marshall University 1999 — 2005
BBA, Management Information Systems
Morgan Stanley May 2014 - July 2015
Lab49 August 2013 - March 2014
J.P. Morgan June 2012 - August 2013
JP Morgan November 2010 - June 2012
WV Division of Energy - Office of Coalfield Community Development March 2009 - November 2010
Morgan Stanley 2007 - 2009
American Electric Power January 2006 - September 2007
Skills
MS Project, Microsoft Office, Lotus Notes, PMP, Microsoft Excel, Certified Scrum Master..., Agile Project Management, Openlink Endur, JIRA, MS Excel, OATI, BMC Remedy, Athena, ICE, Scrum, Greenhopper, Bonds, Process Improvement, Renewable Energy, Fixed Income, Swaps, Derivatives, Options, Visio, Commodity Markets, Settlement, Energy Markets, Investment Banking, Energy, Agile Methodologies, Commodity, Trading, Project Management, Natural Gas, Financial Risk, Data Analysis, Valuation
Education
Marshall University 1999 — 2005
BBA, Management Information Systems
Charles Miceli's J.P. Morgan Experience 2004 - 2006
Job KPMG Advisory at KPMG Advisory
Industry Financial Services
Experience
Bank of America January 2014 - Present
KPMG Advisory 2011 - Present
Capco March 2010 - January 2011
Morgan Stanley 2006 - 2010
JP Morgan 2004 - 2006
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Financial Services, Equities, Investment Banking, Valuation, Securities, Alternative Investments, Private Equity, Emerging Markets, Bloomberg, Due Diligence, Financial Risk
Education
Loyola University Maryland 1997 — 2001
political science, Political science, business
Saint Anthony's 1993 — 1997
Bank of America January 2014 - Present
KPMG Advisory 2011 - Present
Capco March 2010 - January 2011
Morgan Stanley 2006 - 2010
JP Morgan 2004 - 2006
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Financial Services, Equities, Investment Banking, Valuation, Securities, Alternative Investments, Private Equity, Emerging Markets, Bloomberg, Due Diligence, Financial Risk
Education
Loyola University Maryland 1997 — 2001
political science, Political science, business
Saint Anthony's 1993 — 1997
Elyse Catalano's J.P. Morgan Experience October 2011 - Present
Job Quality Assurance Supervisor
Industry Financial Services
Patrick Orlando's J.P. Morgan Experience August 1995 - June 1998
Job Founder and CEO at Benessere Capital
Industry Banking
Experience
BT Capital Markets LLC. August 2011 - December 2013
BancTrust & Co. March 2011 - July 2011
PURE Biofuels May 2007 - March 2011
PURE Biofuels June 2005 - March 2011
PURE Biofuels June 2005 - February 2007
Deutsche Bank October 1998 - December 2003
JP Morgan August 1995 - June 1998
Banco Interandino June 1992 - August 1993
Education
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
Finance
Massachusetts Institute of Technology 1990 — 1994
BS, Mechanical Engineering
Sidwell Friends School
Sidwell Friends School
Tidwell Friends School
BT Capital Markets LLC. August 2011 - December 2013
BancTrust & Co. March 2011 - July 2011
PURE Biofuels May 2007 - March 2011
PURE Biofuels June 2005 - March 2011
PURE Biofuels June 2005 - February 2007
Deutsche Bank October 1998 - December 2003
JP Morgan August 1995 - June 1998
Banco Interandino June 1992 - August 1993
Education
Massachusetts Institute of Technology - Sloan School of Management 1993 — 1995
Finance
Massachusetts Institute of Technology 1990 — 1994
BS, Mechanical Engineering
Sidwell Friends School
Sidwell Friends School
Tidwell Friends School
David Skaggs's J.P. Morgan Experience 1998 - October 2011
Job Wealth Management Advisor at The Private Client Reserve at U S Bank
Industry Financial Services
Experience
The Private Client Reserve at U S Bank April 2013 - Present
EnTech Engineering, Inc. October 2011 - April 2013
JP Morgan 1998 - October 2011
Skills
Wealth Management, Private Equity, Alternative Investments, Forecasting, Strategy, Mergers & Acquisitions, Corporate Development, Portfolio Management, Investments, Corporate Finance, Strategic Financial..., Asset Managment, Treasury Management, Credit, Equities, Credit Analysis, Financial Analysis, Process Improvement, Asset Allocation, Asset Management, Management, Series 7, Customer Service, Banking, Financial Services, Investment Advisory, Securities, Valuation, Financial Modeling, Financial Planning
Education
Maryville University of Saint Louis 1993 — 1996
MBA, Business
University of Missouri-Columbia 1988 — 1992
BS
The Private Client Reserve at U S Bank April 2013 - Present
EnTech Engineering, Inc. October 2011 - April 2013
JP Morgan 1998 - October 2011
Skills
Wealth Management, Private Equity, Alternative Investments, Forecasting, Strategy, Mergers & Acquisitions, Corporate Development, Portfolio Management, Investments, Corporate Finance, Strategic Financial..., Asset Managment, Treasury Management, Credit, Equities, Credit Analysis, Financial Analysis, Process Improvement, Asset Allocation, Asset Management, Management, Series 7, Customer Service, Banking, Financial Services, Investment Advisory, Securities, Valuation, Financial Modeling, Financial Planning
Education
Maryville University of Saint Louis 1993 — 1996
MBA, Business
University of Missouri-Columbia 1988 — 1992
BS
Matthew Woodruff, CFA's J.P. Morgan Experience 2004 - Present
Job at
Industry Financial Services
Experience
Citi July 2015 - Present
JP Morgan 2004 - Present
J.P. Morgan July 2004 - July 2015
Skills
Fixed Income, Equities, Series 7, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Investment Banking, Portfolio Management, Asset Management, Securities, Investments
Education
Manhattan College 1994 — 1998
Finance and Economics
Citi July 2015 - Present
JP Morgan 2004 - Present
J.P. Morgan July 2004 - July 2015
Skills
Fixed Income, Equities, Series 7, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Investment Banking, Portfolio Management, Asset Management, Securities, Investments
Education
Manhattan College 1994 — 1998
Finance and Economics
frank meneses's J.P. Morgan Experience August 2007 - Present
Job Mr. Professional
Industry Banking
Experience
JP Morgan August 2007 - Present
Skills
Sales, Account Management, Retail, Sales Management, Cold Calling, Customer Service, New Business Development, Customer Satisfaction, Merchandising, Sales Process, Direct Sales, Marketing
Education
University of Houston-Downtown 2000 — 2005
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Lone Star College System 2000 — 2002
Bachelor of Business Administration (BBA), Finance, General
JP Morgan August 2007 - Present
Skills
Sales, Account Management, Retail, Sales Management, Cold Calling, Customer Service, New Business Development, Customer Satisfaction, Merchandising, Sales Process, Direct Sales, Marketing
Education
University of Houston-Downtown 2000 — 2005
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Lone Star College System 2000 — 2002
Bachelor of Business Administration (BBA), Finance, General
Daniel Parcells's J.P. Morgan Experience June 2009 - Present
Job Analyst at JP Morgan
Industry Investment Banking
Experience
JP Morgan June 2009 - Present
JPMorganChase 2009 - 2011
Education
Marist College 2006 — 2010
Economics
JP Morgan June 2009 - Present
JPMorganChase 2009 - 2011
Education
Marist College 2006 — 2010
Economics
Michele Sledge's J.P. Morgan Experience February 1987 - October 2000
Job Experienced Community Development Executive, Real Estate Broker & Program Manager
Industry Nonprofit Organization Management
Experience
NJS Angel Properties, Inc. March 2011 - Present
Northfield Community LDC June 2009 - May 2014
Coro New York Leadership Center 2011 - 2011
JP Morgan February 1987 - October 2000
Skills
Community Development, Real Estate, Small Business, Grant Writing, Economic Development, Affordable Housing, Real Estate Development, Community Outreach, Program Development, Event Planning, Property Management, Investment Properties, Budgets, Sustainability, Negotiation, Non-profit..., Community Engagement, Marketing, Community Building, Sellers, Real Estate Transactions, Grants, Commercial Real Estate, Community Organizing, Workshop Facilitation, Management, Public Policy, Project Planning, Leadership, Entrepreneurship, Leadership Development, Program Management, Organizational..., Event Management, Training, Proposal Writing, Policy, Leases, Government, Philanthropy, Policy Analysis, Zoning, Property, Volunteer Management, Board Development
Education
New York University 2015 — 2017
Master's degree, Real Estate Development
Coro NY Neighborhood Leadership 2011 — 2011
Cohort, Community Development & Neighborhood Leadership
Marymount Manhattan College 1987 — 1991
BA, Business & Finance
NJS Angel Properties, Inc. March 2011 - Present
Northfield Community LDC June 2009 - May 2014
Coro New York Leadership Center 2011 - 2011
JP Morgan February 1987 - October 2000
Skills
Community Development, Real Estate, Small Business, Grant Writing, Economic Development, Affordable Housing, Real Estate Development, Community Outreach, Program Development, Event Planning, Property Management, Investment Properties, Budgets, Sustainability, Negotiation, Non-profit..., Community Engagement, Marketing, Community Building, Sellers, Real Estate Transactions, Grants, Commercial Real Estate, Community Organizing, Workshop Facilitation, Management, Public Policy, Project Planning, Leadership, Entrepreneurship, Leadership Development, Program Management, Organizational..., Event Management, Training, Proposal Writing, Policy, Leases, Government, Philanthropy, Policy Analysis, Zoning, Property, Volunteer Management, Board Development
Education
New York University 2015 — 2017
Master's degree, Real Estate Development
Coro NY Neighborhood Leadership 2011 — 2011
Cohort, Community Development & Neighborhood Leadership
Marymount Manhattan College 1987 — 1991
BA, Business & Finance
Paul Laconte Jr's J.P. Morgan Experience June 2008 - Present
Job ED at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns June 2003 - June 2008
Skills
Structured Products, Non-Agency RMBS, Securitization Banking, RMBS Structuring, Mortgage Analytics, Intex Dealmaker &..., Series 7, Series 63
Education
Lehigh University
Finance/Accounting
JP Morgan June 2008 - Present
Bear Stearns June 2003 - June 2008
Skills
Structured Products, Non-Agency RMBS, Securitization Banking, RMBS Structuring, Mortgage Analytics, Intex Dealmaker &..., Series 7, Series 63
Education
Lehigh University
Finance/Accounting
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.