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
Chris Bjork Chris Bjork's J.P. Morgan Experience 2001 - 2002
Job Business Development Manager at Moneris Solutions
Industry Financial Services
Experience
Moneris Solutions November 2014 - Present
Mercury Payment Systems September 2009 - June 2014
Chase Paymentech 2006 - 2009
Wells Fargo Bank 2004 - 2006
JP Morgan 2001 - 2002
Merrill Lynch 1999 - 2001
USA.NET 1996 - 1999
Skills
Payment Processing, Merchant Services, Payments, Consultative Selling, Solution Selling, Strategic Partnerships, Lead Generation, New Business Development, B2B, Account Management, Customer Relations, Channel Management, Negotiation, Sales Management, Strategic Planning, Team Leadership, Business Strategy, Contract Negotiation, Payment Card Processing, Channel Partners, Selling, Sales, E-commerce, Marketing, Marketing Strategy, Business Development, Customer Service
Education
Northern Michigan University 1990 — 1995
Bachelor's degree
Moneris Solutions November 2014 - Present
Mercury Payment Systems September 2009 - June 2014
Chase Paymentech 2006 - 2009
Wells Fargo Bank 2004 - 2006
JP Morgan 2001 - 2002
Merrill Lynch 1999 - 2001
USA.NET 1996 - 1999
Skills
Payment Processing, Merchant Services, Payments, Consultative Selling, Solution Selling, Strategic Partnerships, Lead Generation, New Business Development, B2B, Account Management, Customer Relations, Channel Management, Negotiation, Sales Management, Strategic Planning, Team Leadership, Business Strategy, Contract Negotiation, Payment Card Processing, Channel Partners, Selling, Sales, E-commerce, Marketing, Marketing Strategy, Business Development, Customer Service
Education
Northern Michigan University 1990 — 1995
Bachelor's degree
Eddie Dunn Eddie Dunn's J.P. Morgan Experience August 2011 - April 2014
Job Director of Military & Veterans Affairs at Marsh & McLennan Companies, Inc.
Industry Human Resources
Experience
Marsh & McLennan Companies, Inc. April 2014 - Present
JP Morgan August 2011 - April 2014
Innovative Org Design, LLC December 2009 - September 2011
Fisher Clinical Services October 2008 - July 2009
Novartis June 1997 - September 2008
United States Army Reserve 1983 - 2008
Skills
Organizational..., Leadership Development, Talent Management, Leadership, Organizational..., Strategy, Performance Management, Human Resources, Training, Program Management, Management, Employee Relations, Personnel Management, Change Management, Recruiting, Strategic Planning, Project Management, Talent Acquisition, Team Leadership, Succession Planning, Conflict Resolution, Project Planning, Onboarding, Team Building, Executive Coaching, Process Improvement, Organizational..., Consulting, Workforce Planning, Operations Management, Employee Training, Deferred Compensation, Employee Benefits, Employee Engagement, Career Development, Organizational Design, Workshop Facilitation, Policy, Hiring, Management Consulting, Executive Management, Interviews, 360 Feedback, Performance Improvement, Cross-functional Team..., Vendor Management, Veterans Affairs, Culture Change, Coaching, Veterans
Education
Nyack College 1997 — 2000
BS, Organizational Management
Marsh & McLennan Companies, Inc. April 2014 - Present
JP Morgan August 2011 - April 2014
Innovative Org Design, LLC December 2009 - September 2011
Fisher Clinical Services October 2008 - July 2009
Novartis June 1997 - September 2008
United States Army Reserve 1983 - 2008
Skills
Organizational..., Leadership Development, Talent Management, Leadership, Organizational..., Strategy, Performance Management, Human Resources, Training, Program Management, Management, Employee Relations, Personnel Management, Change Management, Recruiting, Strategic Planning, Project Management, Talent Acquisition, Team Leadership, Succession Planning, Conflict Resolution, Project Planning, Onboarding, Team Building, Executive Coaching, Process Improvement, Organizational..., Consulting, Workforce Planning, Operations Management, Employee Training, Deferred Compensation, Employee Benefits, Employee Engagement, Career Development, Organizational Design, Workshop Facilitation, Policy, Hiring, Management Consulting, Executive Management, Interviews, 360 Feedback, Performance Improvement, Cross-functional Team..., Vendor Management, Veterans Affairs, Culture Change, Coaching, Veterans
Education
Nyack College 1997 — 2000
BS, Organizational Management
Christopher Deveny Christopher Deveny's J.P. Morgan Experience 2012 - Present
Job Managing Director/Chairman Midwest Region/Private Bank at JP Morgan
Industry Financial Services
Experience
JP Morgan 2012 - Present
JPMorgan Private Bank 2005 - 2012
JPMorgan Private Bank 2002 - 2005
JPMorgan Private Bank 1995 - 2002
Donaldson, Lufkin & Jenrette 1994 - 1995
Kidder Peabody 1991 - 1994
Skills
Strategic Management -..., Investments, Business Growth, Financial Analysis, Risk Management, Finance, Mergers, Fixed Income, Equities, Portfolio Management, Asset Managment, Private Equity, Asset Allocation, Investment Management, Structured Products, Private Banking, Fund Of Funds, Wealth Management..., Wealth Management, Alternative Investments, Capital Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance
Indiana University Bloomington 1980 — 1984
BS, Business
JP Morgan 2012 - Present
JPMorgan Private Bank 2005 - 2012
JPMorgan Private Bank 2002 - 2005
JPMorgan Private Bank 1995 - 2002
Donaldson, Lufkin & Jenrette 1994 - 1995
Kidder Peabody 1991 - 1994
Skills
Strategic Management -..., Investments, Business Growth, Financial Analysis, Risk Management, Finance, Mergers, Fixed Income, Equities, Portfolio Management, Asset Managment, Private Equity, Asset Allocation, Investment Management, Structured Products, Private Banking, Fund Of Funds, Wealth Management..., Wealth Management, Alternative Investments, Capital Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance
Indiana University Bloomington 1980 — 1984
BS, Business
Jennifer Kapp Jennifer Kapp's J.P. Morgan Experience October 2001 - March 2002
Job CulinaryLifestyle Marketing, Special Events & Sales, Corporate Client Events, Restaurants, Partnerships & Benefits
Industry Hospitality
Experience
C M & E ( Culinary Marketing & Events) presented by Jennifer Kapp January 2010 - Present
The Dinex Group DBGB Kitchen and Bar- Daniel Boulud May 2009 - Present
Share Our Strength, Taste of the Nation Chair Core Committee March 2009 - Present
Quintessentially Lifestyle January 2010 - June 2012
NFL New York Giants Football team October 2010 - December 2010
Michael Green Consulting/ Wine Down Art Show with Ted Allen April 2010 - July 2010
Marriott International March 1996 - February 2009
AOL June 2007 - December 2007
JP Morgan October 2001 - March 2002
Credit Suisse (First Boston) August 2000 - January 2001
Skills
Event Management, Hospitality, Corporate Events, Restaurants, Hotels, Customer Service, Event Planning, Coordinating Special..., Personal Assistant, Celebrity Management, Special Events..., Lifestyle Management, Culinary Marketing, Hospitality Industry, Manage Client..., Special Events..., Concierge Services, Hospitality Service, New Restaurant Openings, Food & Beverage, Culinary Skills, Food and Beverage, Wine & Spirits Industry, Customer Retention, Client Retention..., Social Media Marketing, Partnership-building, Brand Development, Menu Development, Social Networking, Leadership, Partnerships, Membership Building, Salesforce.com, Luxury Lifestyle, Travel Planning, Employee Training, Merchandising, Corporate Gifts, Charity Work, Financial Services, Retail Sales, Editorial, Marketing, Vendor Relationships, Luxury Brand Marketing, Leisure Travel
Education
New York University School of Continuing and Professional Studies 2004 — 2005
Certification, Meeting, Conference and Event Management
Northeastern University
Communications/ Marketing
C M & E ( Culinary Marketing & Events) presented by Jennifer Kapp January 2010 - Present
The Dinex Group DBGB Kitchen and Bar- Daniel Boulud May 2009 - Present
Share Our Strength, Taste of the Nation Chair Core Committee March 2009 - Present
Quintessentially Lifestyle January 2010 - June 2012
NFL New York Giants Football team October 2010 - December 2010
Michael Green Consulting/ Wine Down Art Show with Ted Allen April 2010 - July 2010
Marriott International March 1996 - February 2009
AOL June 2007 - December 2007
JP Morgan October 2001 - March 2002
Credit Suisse (First Boston) August 2000 - January 2001
Skills
Event Management, Hospitality, Corporate Events, Restaurants, Hotels, Customer Service, Event Planning, Coordinating Special..., Personal Assistant, Celebrity Management, Special Events..., Lifestyle Management, Culinary Marketing, Hospitality Industry, Manage Client..., Special Events..., Concierge Services, Hospitality Service, New Restaurant Openings, Food & Beverage, Culinary Skills, Food and Beverage, Wine & Spirits Industry, Customer Retention, Client Retention..., Social Media Marketing, Partnership-building, Brand Development, Menu Development, Social Networking, Leadership, Partnerships, Membership Building, Salesforce.com, Luxury Lifestyle, Travel Planning, Employee Training, Merchandising, Corporate Gifts, Charity Work, Financial Services, Retail Sales, Editorial, Marketing, Vendor Relationships, Luxury Brand Marketing, Leisure Travel
Education
New York University School of Continuing and Professional Studies 2004 — 2005
Certification, Meeting, Conference and Event Management
Northeastern University
Communications/ Marketing
David Arenas David Arenas's J.P. Morgan Experience 1997 - 1999
Job Managing Director, Reilly Partners
Industry Financial Services
Experience
Reilly Partners April 2010 - Present
Spencer Stuart October 2005 - January 2009
Blue Beacon Capital 2002 - 2005
Societe Generale 1999 - 2001
JP Morgan 1997 - 1999
Skills
Executive Search, Strategy, Financial Services, Finance, M&A experience, Mergers & Acquisitions, Investment Banking, Management, Private Equity, Corporate Finance, Talent Acquisition, Recruiting, Leadership, Corporate Governance, Board Diversity, Board Search, Board Advisory Services, Board Leadership, International Business, Emerging Markets, Strategic Financial..., Corporate Development, Acquisition Integration, Management Consulting, Financial Modeling, Restructuring, Start-ups, Due Diligence, Venture Capital, Financial Analysis, Business Development, Executive Management, Valuation, Project Management, Investments, Business Strategy, Capital Markets, Diversity & Inclusion, Financial Advisory, Equities, Hedge Funds, Entrepreneurship, Strategic Partnerships, Financial Structuring, Structured Finance, Investor Relations, Divestitures, Business Planning, Portfolio Management, Business Valuation
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MMM, MBA
University of Illinois at Urbana-Champaign 1986 — 1987
B.S., Civil Engineering
Universidad de Guadalajara 1982 — 1987
Bachelor of Science (BS), Civil Engineering
Reilly Partners April 2010 - Present
Spencer Stuart October 2005 - January 2009
Blue Beacon Capital 2002 - 2005
Societe Generale 1999 - 2001
JP Morgan 1997 - 1999
Skills
Executive Search, Strategy, Financial Services, Finance, M&A experience, Mergers & Acquisitions, Investment Banking, Management, Private Equity, Corporate Finance, Talent Acquisition, Recruiting, Leadership, Corporate Governance, Board Diversity, Board Search, Board Advisory Services, Board Leadership, International Business, Emerging Markets, Strategic Financial..., Corporate Development, Acquisition Integration, Management Consulting, Financial Modeling, Restructuring, Start-ups, Due Diligence, Venture Capital, Financial Analysis, Business Development, Executive Management, Valuation, Project Management, Investments, Business Strategy, Capital Markets, Diversity & Inclusion, Financial Advisory, Equities, Hedge Funds, Entrepreneurship, Strategic Partnerships, Financial Structuring, Structured Finance, Investor Relations, Divestitures, Business Planning, Portfolio Management, Business Valuation
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MMM, MBA
University of Illinois at Urbana-Champaign 1986 — 1987
B.S., Civil Engineering
Universidad de Guadalajara 1982 — 1987
Bachelor of Science (BS), Civil Engineering
David Iverson David Iverson's J.P. Morgan Experience 2009 - 2011
Job Advisor Consultant
Industry Financial Services
Experience
Consulting March 2012 - Present
Canard Capital 2014 - 2015
Witter Partners 2011 - 2012
JP Morgan 2009 - 2011
UBS Wealth Management 2005 - 2008
Citigroup 2004 - 2005
Skills
Mutual Funds, Series 7, Financial Advisory, Asset Management, Investment Management, Investment Sales, Financial Services, Investment Marketing..., Finance, Consulting, Mergers & Acquisitions, Entrepreneurship, Portfolio Management, Leadership, Investments, Series 63, Management, Sales, Wealth Management
Education
Ohio University
B.B.A., Finance, Economics
Consulting March 2012 - Present
Canard Capital 2014 - 2015
Witter Partners 2011 - 2012
JP Morgan 2009 - 2011
UBS Wealth Management 2005 - 2008
Citigroup 2004 - 2005
Skills
Mutual Funds, Series 7, Financial Advisory, Asset Management, Investment Management, Investment Sales, Financial Services, Investment Marketing..., Finance, Consulting, Mergers & Acquisitions, Entrepreneurship, Portfolio Management, Leadership, Investments, Series 63, Management, Sales, Wealth Management
Education
Ohio University
B.B.A., Finance, Economics
Jessica Maly Jessica Maly's J.P. Morgan Experience 1999 - 2001
Job Head of Strategy, Android & Chrome at Google
Industry Internet
Experience
Google May 2015 - Present
Google 2013 - Present
Google 2011 - 2013
Clearwell Systems 2010 - 2010
Google 2003 - 2007
JP Morgan 1999 - 2001
Skills
Analytics, Business Strategy, Online Advertising, Product Marketing, Start-ups, Strategy, Competitive Analysis, Go-to-market Strategy, Cross-functional Team..., Monetization
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA
Northwestern University 1995 — 1999
Bachelors of Arts, Economics
Google May 2015 - Present
Google 2013 - Present
Google 2011 - 2013
Clearwell Systems 2010 - 2010
Google 2003 - 2007
JP Morgan 1999 - 2001
Skills
Analytics, Business Strategy, Online Advertising, Product Marketing, Start-ups, Strategy, Competitive Analysis, Go-to-market Strategy, Cross-functional Team..., Monetization
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA
Northwestern University 1995 — 1999
Bachelors of Arts, Economics
Sean Miller's J.P. Morgan Experience June 2007 - August 2007
Job Dynamic Global Corporate & Business Development Executive, MBA
Industry Consumer Electronics
Experience
Belkin International July 2015 - Present
CableBone December 2010 - Present
Association for Corporate Growth May 2015 - July 2015
Generac Power Systems October 2013 - June 2015
Generac Power Systems January 2013 - December 2013
Generac Power Systems November 2011 - December 2012
TASCO Inc June 2008 - June 2011
Lord Corporation January 2008 - May 2008
UNC Kenan-Flagler September 2007 - February 2008
JP Morgan June 2007 - August 2007
Skills
Negotiation, Cross-functional Team..., Strategy, Mergers, Strategic Planning, Start-ups, Valuation, Product Development, Sales Management, Competitive Analysis, Market Analysis, Business Strategy, Business Development, Budgets, Product Management, Mergers & Acquisitions, Pricing, New Business Development, Six Sigma, Marketing, Program Management, International Business, Product Marketing, Marketing Strategy, Project Planning, Analysis, Sales, Logistics, Business Planning, Leadership, Executive Management, Selling, Financial Analysis, Financial Modeling, Team Leadership, Retail, Training, Management, P&L Management, Forecasting, Finance, Strategic Partnerships, Consulting, P&L, Consumer Products, Management Consulting, International Sales, Entrepreneurship, Market Research, Sales Operations
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Strategy
Universidad Torcuato di Tella 2007 — 2007
MBA, Study Abroad
SDA Bocconi 2007 — 2007
MBA, Study Abroad
Occidental College 1996 — 2000
Bachelor of Arts (BA), Economics
Belkin International July 2015 - Present
CableBone December 2010 - Present
Association for Corporate Growth May 2015 - July 2015
Generac Power Systems October 2013 - June 2015
Generac Power Systems January 2013 - December 2013
Generac Power Systems November 2011 - December 2012
TASCO Inc June 2008 - June 2011
Lord Corporation January 2008 - May 2008
UNC Kenan-Flagler September 2007 - February 2008
JP Morgan June 2007 - August 2007
Skills
Negotiation, Cross-functional Team..., Strategy, Mergers, Strategic Planning, Start-ups, Valuation, Product Development, Sales Management, Competitive Analysis, Market Analysis, Business Strategy, Business Development, Budgets, Product Management, Mergers & Acquisitions, Pricing, New Business Development, Six Sigma, Marketing, Program Management, International Business, Product Marketing, Marketing Strategy, Project Planning, Analysis, Sales, Logistics, Business Planning, Leadership, Executive Management, Selling, Financial Analysis, Financial Modeling, Team Leadership, Retail, Training, Management, P&L Management, Forecasting, Finance, Strategic Partnerships, Consulting, P&L, Consumer Products, Management Consulting, International Sales, Entrepreneurship, Market Research, Sales Operations
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Strategy
Universidad Torcuato di Tella 2007 — 2007
MBA, Study Abroad
SDA Bocconi 2007 — 2007
MBA, Study Abroad
Occidental College 1996 — 2000
Bachelor of Arts (BA), Economics
Pam Yoss Pam Yoss's J.P. Morgan Experience June 1990 - March 1998
Job
Industry Financial Services
Experience
Berkeley Heights Education Foundation (BHEF) September 2004 - Present
Taxpayers For Education November 2004 - June 2012
Parents for Middle School Sports May 2011 - June 2011
Berkeley Heights PTO September 2007 - June 2011
Mary Kay McMillin Early Childhood Center, PTO June 2004 - June 2007
Newcomers Club of Summit, New Providence & Berkeley Heights January 1999 - June 2003
JP Morgan June 1990 - March 1998
Skills
Financial Analysis, Strategic Planning, Risk Management, Energy, Project Planning, Public Speaking, Program Management, Leadership, Strategy, Management, Start-ups, Mergers
Education
Northwestern University 1986 — 1990
BA, Math, Political Science
Berkeley Heights Education Foundation (BHEF) September 2004 - Present
Taxpayers For Education November 2004 - June 2012
Parents for Middle School Sports May 2011 - June 2011
Berkeley Heights PTO September 2007 - June 2011
Mary Kay McMillin Early Childhood Center, PTO June 2004 - June 2007
Newcomers Club of Summit, New Providence & Berkeley Heights January 1999 - June 2003
JP Morgan June 1990 - March 1998
Skills
Financial Analysis, Strategic Planning, Risk Management, Energy, Project Planning, Public Speaking, Program Management, Leadership, Strategy, Management, Start-ups, Mergers
Education
Northwestern University 1986 — 1990
BA, Math, Political Science
Daniel Siegel Daniel Siegel's J.P. Morgan Experience 1992 - 1995
Job Principal at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting 1995 - Present
JP Morgan 1992 - 1995
Skills
Finance Transformation, Business Transformation, Program Management, EPM, ERP, Business Intelligence, Management Consulting
Education
Northwestern University
BS, Industrial Engineering
Deloitte Consulting 1995 - Present
JP Morgan 1992 - 1995
Skills
Finance Transformation, Business Transformation, Program Management, EPM, ERP, Business Intelligence, Management Consulting
Education
Northwestern University
BS, Industrial Engineering
Terrence Hill's J.P. Morgan Experience 2001 - 2007
Job Outsourced Chief Investment Office
Industry Investment Management
Experience
Hirtle, Callaghan & Co. 2007 - Present
JP Morgan 2001 - 2007
Goldman Sachs 1995 - 2001
Skills
Portfolio Management, Hedge Funds, Investments, Equities, Fixed Income, Risk Management, Endowments, Commodities, Asset, Private Equity, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management, Asset Management, Investment Advisory, Financial Markets, Strategic Planning, Capital Markets, New Business Development
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance
Hirtle, Callaghan & Co. 2007 - Present
JP Morgan 2001 - 2007
Goldman Sachs 1995 - 2001
Skills
Portfolio Management, Hedge Funds, Investments, Equities, Fixed Income, Risk Management, Endowments, Commodities, Asset, Private Equity, Alternative Investments, Asset Allocation, Investment Strategies, Wealth Management, Asset Management, Investment Advisory, Financial Markets, Strategic Planning, Capital Markets, New Business Development
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Finance
Ken Parker's J.P. Morgan Experience 1993 - 1996
Job CoFounder, CEO @ NextThought
Industry E-Learning
Experience
NextThought, LLC April 2011 - Present
Oklahoma Christian University February 2003 - Present
University of Oklahoma January 2003 - Present
MSCI Barra June 2010 - September 2010
RiskMetrics Group September 1998 - June 2010
University of Oklahoma September 2000 - September 2007
JP Morgan 1993 - 1996
Lockheed Martin Space Systems Company April 1983 - February 1993
Education
University of Colorado Boulder 1990 — 1994
Masters, Computer Science
Oklahoma Christian University 1980 — 1983
Bachelors, Math/Computer Science
NextThought, LLC April 2011 - Present
Oklahoma Christian University February 2003 - Present
University of Oklahoma January 2003 - Present
MSCI Barra June 2010 - September 2010
RiskMetrics Group September 1998 - June 2010
University of Oklahoma September 2000 - September 2007
JP Morgan 1993 - 1996
Lockheed Martin Space Systems Company April 1983 - February 1993
Education
University of Colorado Boulder 1990 — 1994
Masters, Computer Science
Oklahoma Christian University 1980 — 1983
Bachelors, Math/Computer Science
Oluwaseun Oyerinde Oluwaseun Oyerinde's J.P. Morgan Experience July 2013 - Present
Job at
Industry Information Technology and Services
Experience
J.P. Morgan July 2013 - Present
JP Morgan January 2011 - Present
Monsanto June 2010 - December 2010
BMW Manufacturing January 2010 - May 2010
Jowat Corporation July 2009 - December 2009
United Parcel Service July 2006 - July 2009
PF Computers July 2003 - October 2005
Skills
Business Intelligence, Microsoft Office, Visio, Networking, Databases, SharePoint, Disaster Recovery, Troubleshooting, Servers, Testing, Program Management
Education
North Carolina Agricultural and Technical State University 2009 — 2010
Masters, Information Technology
University of North Carolina at Greensboro 2006 — 2009
B.Sc., Accounting and Information Systems Mgt
Yaba College of Technology 1998 — 2001
Associates, Computer Technology
J.P. Morgan July 2013 - Present
JP Morgan January 2011 - Present
Monsanto June 2010 - December 2010
BMW Manufacturing January 2010 - May 2010
Jowat Corporation July 2009 - December 2009
United Parcel Service July 2006 - July 2009
PF Computers July 2003 - October 2005
Skills
Business Intelligence, Microsoft Office, Visio, Networking, Databases, SharePoint, Disaster Recovery, Troubleshooting, Servers, Testing, Program Management
Education
North Carolina Agricultural and Technical State University 2009 — 2010
Masters, Information Technology
University of North Carolina at Greensboro 2006 — 2009
B.Sc., Accounting and Information Systems Mgt
Yaba College of Technology 1998 — 2001
Associates, Computer Technology
Gregg Stefan Zuman Gregg Stefan Zuman's J.P. Morgan Experience 2000 - 2001
Job Worktrike Marketing & Logistics CEO
Industry Logistics and Supply Chain
Experience
Revolution Rickshaws, L.L.C. June 2005 - Present
Vermont Sail Freight March 2015 - Present
Cycles Maximus June 2005 - Present
CityCabbin' September 2003 - Present
Park Slope Food Cooperative January 2002 - Present
New York City Pedicab Owners' Association June 2005 - April 2013
New York City Pedicab Owners' Association February 2008 - January 2011
DealFlow Media 2003 - 2004
Kings County Green Party Organization 2003 - 2004
JP Morgan 2000 - 2001
Skills
Direct Sales, Local Logistics, Executive Management, Logistics, Transportation, Promotions, Business Management, Entrepreneurship, Management, Advertising, Account Management, Product Development, Public Speaking, Team Building, Sales, Marketing, Strategic Planning, Start-ups, Strategic Partnerships
Education
University of Vermont 2015 — 2015
Food Hub Management Certificate, Business Administration and Management, General, Ongoing
Occidental College 1991 — 1996
B.A., Politics
Rivers Country Day School 1986 — 1991
Revolution Rickshaws, L.L.C. June 2005 - Present
Vermont Sail Freight March 2015 - Present
Cycles Maximus June 2005 - Present
CityCabbin' September 2003 - Present
Park Slope Food Cooperative January 2002 - Present
New York City Pedicab Owners' Association June 2005 - April 2013
New York City Pedicab Owners' Association February 2008 - January 2011
DealFlow Media 2003 - 2004
Kings County Green Party Organization 2003 - 2004
JP Morgan 2000 - 2001
Skills
Direct Sales, Local Logistics, Executive Management, Logistics, Transportation, Promotions, Business Management, Entrepreneurship, Management, Advertising, Account Management, Product Development, Public Speaking, Team Building, Sales, Marketing, Strategic Planning, Start-ups, Strategic Partnerships
Education
University of Vermont 2015 — 2015
Food Hub Management Certificate, Business Administration and Management, General, Ongoing
Occidental College 1991 — 1996
B.A., Politics
Rivers Country Day School 1986 — 1991
Daniel Tavakoli Daniel Tavakoli's J.P. Morgan Experience January 2009 - June 2012
Job Senior Financial Analyst at Apple
Industry Financial Services
Experience
Apple September 2014 - Present
One Equity Partners June 2012 - August 2014
JP Morgan January 2009 - June 2012
McGladrey & Pullen January 2007 - November 2008
Motorola May 2005 - August 2005
Motorola May 2004 - August 2004
Skills
Financial Modeling, Valuation, Private Equity, Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Cross-functional Team..., CPA, GAAP, Business Valuation, Cash Flow, Business Strategy, Investments, Finance, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance, Strategy & Management, Entrepreneurship & Innovation
University of Wisconsin-Madison - School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
American School of Dubai 1999 — 2002
Apple September 2014 - Present
One Equity Partners June 2012 - August 2014
JP Morgan January 2009 - June 2012
McGladrey & Pullen January 2007 - November 2008
Motorola May 2005 - August 2005
Motorola May 2004 - August 2004
Skills
Financial Modeling, Valuation, Private Equity, Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Cross-functional Team..., CPA, GAAP, Business Valuation, Cash Flow, Business Strategy, Investments, Finance, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA, Finance, Strategy & Management, Entrepreneurship & Innovation
University of Wisconsin-Madison - School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
American School of Dubai 1999 — 2002
Lindsey Brashear, MBA Lindsey Brashear, MBA's J.P. Morgan Experience July 2007 - June 2010
Job Claims at American Modern Insurance
Industry Insurance
Experience
American Modern Insurance Group November 2012 - Present
American Modern Insurance Group June 2010 - Present
JP Morgan July 2007 - June 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Process Improvement, Interviews, Financial Risk, Financial Services, Lotus Notes, Call Center, Property, Call Centers, Risk Management, Business Analysis, Insurance
Education
Thomas More College 2009 — 2011
Master's, Business Administration
Ohio University 2003 — 2007
Bachelor's, Finance, International Business
American Modern Insurance Group November 2012 - Present
American Modern Insurance Group June 2010 - Present
JP Morgan July 2007 - June 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Process Improvement, Interviews, Financial Risk, Financial Services, Lotus Notes, Call Center, Property, Call Centers, Risk Management, Business Analysis, Insurance
Education
Thomas More College 2009 — 2011
Master's, Business Administration
Ohio University 2003 — 2007
Bachelor's, Finance, International Business
Christopher Hires Christopher Hires's J.P. Morgan Experience March 2010 - Present
Job at JP Morgan
Industry Investment Management
Experience
JP Morgan March 2010 - Present
Northwestern University January 2010 - March 2010
Allston Trading September 2006 - May 2009
Nationwide Funding, LLC January 2006 - June 2006
TCF Bank 2005 - 2005
United States Marine Corps March 1999 - August 2003
Marine Corps 1999 - 2003
Skills
Trading, Equities, Derivatives, Investments, Proprietary Trading, Series 7, Series 66, series 55
Education
Northwestern University 2004 — 2006
bs, Economics
Faith Academy 1990 — 1994
JP Morgan March 2010 - Present
Northwestern University January 2010 - March 2010
Allston Trading September 2006 - May 2009
Nationwide Funding, LLC January 2006 - June 2006
TCF Bank 2005 - 2005
United States Marine Corps March 1999 - August 2003
Marine Corps 1999 - 2003
Skills
Trading, Equities, Derivatives, Investments, Proprietary Trading, Series 7, Series 66, series 55
Education
Northwestern University 2004 — 2006
bs, Economics
Faith Academy 1990 — 1994
Alexander Chung's J.P. Morgan Experience April 1993 - August 1995
Job Vice President of Business Development
Industry Internet
Experience
Startups May 2011 - Present
Kabam July 2012 - August 2013
Atari June 2010 - May 2011
Online & Mobile Consutling January 2008 - May 2010
Walt Disney Internet Group 2005 - 2007
Ubisoft 2004 - 2005
Yahoo 2000 - 2003
Apple 2000 - 2000
American Express 1996 - 1998
JP Morgan April 1993 - August 1995
Skills
Product Management, E-commerce, Start-ups, Digital Strategy, Business Development, Monetization, Online Gaming, Strategy, Social Games, Mobile Devices, Video Games, Mobile Games, Digital Distribution, New Business Development, Marketing, Strategic Partnerships, Strategic Alliances, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Corporate Strategy & Finance
Ohio Wesleyan University
Startups May 2011 - Present
Kabam July 2012 - August 2013
Atari June 2010 - May 2011
Online & Mobile Consutling January 2008 - May 2010
Walt Disney Internet Group 2005 - 2007
Ubisoft 2004 - 2005
Yahoo 2000 - 2003
Apple 2000 - 2000
American Express 1996 - 1998
JP Morgan April 1993 - August 1995
Skills
Product Management, E-commerce, Start-ups, Digital Strategy, Business Development, Monetization, Online Gaming, Strategy, Social Games, Mobile Devices, Video Games, Mobile Games, Digital Distribution, New Business Development, Marketing, Strategic Partnerships, Strategic Alliances, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Corporate Strategy & Finance
Ohio Wesleyan University
Evan Searcy Evan Searcy's J.P. Morgan Experience May 2012 - July 2013
Job Commercial Credit Portfolio Manager at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation March 2014 - Present
J.P. Morgan May 2012 - July 2013
Focus Strategies August 2011 - January 2012
JP Morgan June 2011 - August 2011
Training Squadron Eighty Six (VT-86) - US Navy August 2008 - August 2010
Strike Fighter Squadron Eleven (VFA-11) - US Navy June 2005 - August 2008
US Navy September 2002 - June 2005
Skills
Valuation, Financial Analysis, Financial Modeling, Business Strategy, Strategic Planning, Mergers, Analysis, Corporate Finance, Leadership, Team Leadership, Forecasting, Investment Banking, Capital Markets, Equities, Project Planning, Mergers & Acquisitions, Finance, Banking, LBO, Capital Structure, Due Diligence, Competitive Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration (MBA), Full Time Program, Finance
North Carolina State University 1999 — 2002
BA, Economics
Regions Financial Corporation March 2014 - Present
J.P. Morgan May 2012 - July 2013
Focus Strategies August 2011 - January 2012
JP Morgan June 2011 - August 2011
Training Squadron Eighty Six (VT-86) - US Navy August 2008 - August 2010
Strike Fighter Squadron Eleven (VFA-11) - US Navy June 2005 - August 2008
US Navy September 2002 - June 2005
Skills
Valuation, Financial Analysis, Financial Modeling, Business Strategy, Strategic Planning, Mergers, Analysis, Corporate Finance, Leadership, Team Leadership, Forecasting, Investment Banking, Capital Markets, Equities, Project Planning, Mergers & Acquisitions, Finance, Banking, LBO, Capital Structure, Due Diligence, Competitive Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration (MBA), Full Time Program, Finance
North Carolina State University 1999 — 2002
BA, Economics
Yibin Yang, CFA Yibin Yang, CFA's J.P. Morgan Experience 2006 - 2009
Job Multifaceted leader with a proven track record of driving operational excellence in highly competitive environments
Industry Financial Services
Experience
Canaan Capital LLC September 2011 - Present
Shanghai Launch Technical Automotive Center (上海龙创汽车设计有限公司） September 2011 - September 2013
Prestige Wealth Management Group 2009 - September 2011
JP Morgan 2006 - 2009
Bear Stearns 2006 - 2008
Longbow Research 2006 - 2006
Philips Research 1999 - 2006
Skills
Financial Modeling, Investments, Portfolio Management, Strategy, Financial Analysis, Business Development, Forecasting, Wealth Management, Valuation, Series 7, Equities, Finance, Asset Allocation, Equity Research, Strategic Planning, General Management, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering
Master of Science (MS), Electrical Engineering
Tianjin University
Bachelor's degree, Electronic Engineering
Canaan Capital LLC September 2011 - Present
Shanghai Launch Technical Automotive Center (上海龙创汽车设计有限公司） September 2011 - September 2013
Prestige Wealth Management Group 2009 - September 2011
JP Morgan 2006 - 2009
Bear Stearns 2006 - 2008
Longbow Research 2006 - 2006
Philips Research 1999 - 2006
Skills
Financial Modeling, Investments, Portfolio Management, Strategy, Financial Analysis, Business Development, Forecasting, Wealth Management, Valuation, Series 7, Equities, Finance, Asset Allocation, Equity Research, Strategic Planning, General Management, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and Accounting
New York University - Polytechnic School of Engineering
Master of Science (MS), Electrical Engineering
Tianjin University
Bachelor's degree, Electronic Engineering
Eva Ernest Vargyas, CPA, CISA Eva Ernest Vargyas, CPA, CISA's J.P. Morgan Experience July 1997 - January 2005
Job Entrepreneur, Baltic Networks
Industry Accounting
Experience
Baltic Networks September 2009 - Present
BP March 2006 - March 2009
Edward Hospital January 2005 - March 2006
JP Morgan July 1997 - January 2005
KPMG Audit 1994 - 1997
Skills
Auditing, Internal Controls, Finance, IT Strategy, Risk Management, Internal Audit, Email Marketing, Business Process...
Education
Northern Illinois University 1989 — 1994
Bachelor of Science
Baltic Networks September 2009 - Present
BP March 2006 - March 2009
Edward Hospital January 2005 - March 2006
JP Morgan July 1997 - January 2005
KPMG Audit 1994 - 1997
Skills
Auditing, Internal Controls, Finance, IT Strategy, Risk Management, Internal Audit, Email Marketing, Business Process...
Education
Northern Illinois University 1989 — 1994
Bachelor of Science
John Ashburne John Ashburne's J.P. Morgan Experience 1981 - 1987
Job Energy, Minerals, Power and Infrastructure Advisor to CFO CEO and Treasurer at Black Horse Advisors
Industry Financial Services
Experience
Black Horse Advisors November 2007 - Present
Standard Bank Plc 2006 - 2007
Turner Construction Company 2004 - 2006
Black Horse Capital Advisors 2001 - 2004
Deutsche Bank Securities 1997 - 2001
UBS 1993 - 1997
Barclays Capital 1991 - 1993
Peter Kiewit Sons' Inc. 1987 - 1991
JP Morgan 1981 - 1987
Skills
Project Finance, Private Equity, Mergers & Acquisitions, Corporate Finance, Commodity, Valuation, Energy, Finance, Venture Capital, Renewable Energy, Structured Finance, Mining, Capital Markets, Strategy, Investment Banking, Emerging Markets, Investments, Financial Modeling, Risk Management, Equities, Trading, Mining Finance, Wind, Start-ups, Due Diligence, Power Generation, Derivatives, Restructuring, Commodities, Solar Energy, Mergers, Hedge Funds, Solar, Commodity Risk..., Treasury, CFOs, VP Finance, Financial Structuring, Financial Analysis
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Finance
Northeastern University 1973 — 1978
B.S., Management, Accounting & Finance
Black Horse Advisors November 2007 - Present
Standard Bank Plc 2006 - 2007
Turner Construction Company 2004 - 2006
Black Horse Capital Advisors 2001 - 2004
Deutsche Bank Securities 1997 - 2001
UBS 1993 - 1997
Barclays Capital 1991 - 1993
Peter Kiewit Sons' Inc. 1987 - 1991
JP Morgan 1981 - 1987
Skills
Project Finance, Private Equity, Mergers & Acquisitions, Corporate Finance, Commodity, Valuation, Energy, Finance, Venture Capital, Renewable Energy, Structured Finance, Mining, Capital Markets, Strategy, Investment Banking, Emerging Markets, Investments, Financial Modeling, Risk Management, Equities, Trading, Mining Finance, Wind, Start-ups, Due Diligence, Power Generation, Derivatives, Restructuring, Commodities, Solar Energy, Mergers, Hedge Funds, Solar, Commodity Risk..., Treasury, CFOs, VP Finance, Financial Structuring, Financial Analysis
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Finance
Northeastern University 1973 — 1978
B.S., Management, Accounting & Finance
Rami Ali Rami Ali's J.P. Morgan Experience May 2014 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Citco Fund Services November 2014 - Present
JP Morgan May 2014 - Present
Athena Capital Advisors 2011 - 2013
Education
Northeastern University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Citco Fund Services November 2014 - Present
JP Morgan May 2014 - Present
Athena Capital Advisors 2011 - 2013
Education
Northeastern University 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Sara Vetta Maycock Sara Vetta Maycock's J.P. Morgan Experience January 2010 - August 2010
Job Communication Specialist at Nationwide Insurance
Industry Retail
Experience
Nationwide Insurance January 2015 - Present
Nationwide Insurance September 2012 - July 2014
Abercrombie & Fitch February 2012 - September 2012
Abercrombie & Fitch August 2010 - February 2012
JP Morgan January 2010 - August 2010
JP Morgan August 2008 - January 2010
JP Morgan August 2006 - August 2008
Lancome June 2005 - April 2006
Skills
Product Management, Corporate Branding, Digital Marketing, Marketing Strategy, Marketing Communications, Internal Communications, Event Planning, Sales, Editing, Marketing, Advertising, Email Marketing, Project Management, Social Media, Social Media Marketing
Education
Ohio University 2009 — 2010
Masters of Arts, Communication Studies
Ohio University 2001 — 2005
Bachelors of Science, Organizational Communication; Arts & Sciences Certificate, French
Nationwide Insurance January 2015 - Present
Nationwide Insurance September 2012 - July 2014
Abercrombie & Fitch February 2012 - September 2012
Abercrombie & Fitch August 2010 - February 2012
JP Morgan January 2010 - August 2010
JP Morgan August 2008 - January 2010
JP Morgan August 2006 - August 2008
Lancome June 2005 - April 2006
Skills
Product Management, Corporate Branding, Digital Marketing, Marketing Strategy, Marketing Communications, Internal Communications, Event Planning, Sales, Editing, Marketing, Advertising, Email Marketing, Project Management, Social Media, Social Media Marketing
Education
Ohio University 2009 — 2010
Masters of Arts, Communication Studies
Ohio University 2001 — 2005
Bachelors of Science, Organizational Communication; Arts & Sciences Certificate, French
Gary Krieger's J.P. Morgan Experience June 1998 - May 2010
Job Director at Barclays
Industry Financial Services
Experience
Barclays May 2010 - Present
JP Morgan June 1998 - May 2010
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA), Finance and Organizational Behavior
The George Washington University 1986 — 1990
BA, International Affairs
Scranton Preparatory School
Barclays May 2010 - Present
JP Morgan June 1998 - May 2010
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA), Finance and Organizational Behavior
The George Washington University 1986 — 1990
BA, International Affairs
Scranton Preparatory School
Kirk Farney Kirk Farney's J.P. Morgan Experience 1998 - 2008
Job Vice President for Advancement & Alumni Relations at Wheaton College
Industry Higher Education
Experience
Wheaton College August 2014 - Present
University of Notre Dame August 2008 - Present
Thrivent Financial for Lutherans November 2011 - Present
JP Morgan 1998 - 2008
J.P. Morgan 1982 - 2008
Skills
Finance, Financial Analysis, Financial Modeling, Fixed Income, Portfolio Management, Management, Capital Markets, Investments, Corporate Finance
Education
University of Notre Dame 2008 — 2013
Master's Degree, History
Wheaton College 1994 — 1998
M.A., Historical Theology/Christian History
Northwestern University - Kellogg School of Management 1985 — 1990
M.B.A., Marketing
University of Illinois at Urbana-Champaign 1978 — 1982
B. S., Finance and Agricultural Economics
Wheaton College August 2014 - Present
University of Notre Dame August 2008 - Present
Thrivent Financial for Lutherans November 2011 - Present
JP Morgan 1998 - 2008
J.P. Morgan 1982 - 2008
Skills
Finance, Financial Analysis, Financial Modeling, Fixed Income, Portfolio Management, Management, Capital Markets, Investments, Corporate Finance
Education
University of Notre Dame 2008 — 2013
Master's Degree, History
Wheaton College 1994 — 1998
M.A., Historical Theology/Christian History
Northwestern University - Kellogg School of Management 1985 — 1990
M.B.A., Marketing
University of Illinois at Urbana-Champaign 1978 — 1982
B. S., Finance and Agricultural Economics
Inge Serpe Inge Serpe's J.P. Morgan Experience 1991 - 2004
Job Derivatives Clearing Consultant
Industry Financial Services
Experience
Derivatives Clearing Consultant May 2014 - Present
Allstate Investments, LLC April 2009 - Present
Citi Private Bank January 2007 - July 2008
Citi Private Bank May 2005 - January 2007
JP Morgan 1991 - 2004
First Chicago 1986 - 1991
First Chicago Capital Markets 1986 - 1990
Amoco Marine Transportation 1978 - 1983
Skills
Derivatives, Risk Management, Financial Risk, Credit Risk, FX Options, Middle Office, Financial Services, Credit, Portfolio Management, Analysis, Finance, Trading, Process Improvement, Financial Reporting, Strategy, Management
Education
Northwestern University - Kellogg School of Management 1980 — 1983
Organizational Behavior Studies
Derivatives Clearing Consultant May 2014 - Present
Allstate Investments, LLC April 2009 - Present
Citi Private Bank January 2007 - July 2008
Citi Private Bank May 2005 - January 2007
JP Morgan 1991 - 2004
First Chicago 1986 - 1991
First Chicago Capital Markets 1986 - 1990
Amoco Marine Transportation 1978 - 1983
Skills
Derivatives, Risk Management, Financial Risk, Credit Risk, FX Options, Middle Office, Financial Services, Credit, Portfolio Management, Analysis, Finance, Trading, Process Improvement, Financial Reporting, Strategy, Management
Education
Northwestern University - Kellogg School of Management 1980 — 1983
Organizational Behavior Studies
James Wagner James Wagner's J.P. Morgan Experience May 2004 - May 2008
Job Experienced IT Agile Project Manager
Industry Financial Services
Experience
Highland Solutions April 2015 - Present
Strobe Recording, Inc. April 2004 - Present
Consultant at Modis (JP Morgan Chase) October 2012 - July 2013
Strobe Recording 2013 - 2013
BMO Harris Bank March 2012 - June 2012
Northern Trust October 2009 - May 2011
JP Morgan May 2004 - May 2008
Bank One November 2002 - May 2004
Bank One March 1994 - November 2002
First Chicago May 1988 - March 1994
Skills
SDLC, Business Intelligence, Business Analysis, Program Management, Agile Methodologies, MS Project, Capital Markets, Testing, Enterprise Architecture, Project Delivery, Fixed Income, Project Management, Risk Management, Derivatives, Banking, PMO, Software Documentation, Analysis, SharePoint, Team Leadership, Requirements Gathering, Vendor Management, Leadership, Requirements Analysis, Management, Software Project..., IT Strategy, Quality Assurance, Business Process..., Process Improvement, Music Production, Business Strategy, Project Portfolio..., Visio, Talent Developer, Financial Services, IT Management, Integration, Microsoft Project
Education
Northwestern University 1990 — 1994
BA, Economics, Computer Studies
Wheaton Central High School 1984 — 1987
Highland Solutions April 2015 - Present
Strobe Recording, Inc. April 2004 - Present
Consultant at Modis (JP Morgan Chase) October 2012 - July 2013
Strobe Recording 2013 - 2013
BMO Harris Bank March 2012 - June 2012
Northern Trust October 2009 - May 2011
JP Morgan May 2004 - May 2008
Bank One November 2002 - May 2004
Bank One March 1994 - November 2002
First Chicago May 1988 - March 1994
Skills
SDLC, Business Intelligence, Business Analysis, Program Management, Agile Methodologies, MS Project, Capital Markets, Testing, Enterprise Architecture, Project Delivery, Fixed Income, Project Management, Risk Management, Derivatives, Banking, PMO, Software Documentation, Analysis, SharePoint, Team Leadership, Requirements Gathering, Vendor Management, Leadership, Requirements Analysis, Management, Software Project..., IT Strategy, Quality Assurance, Business Process..., Process Improvement, Music Production, Business Strategy, Project Portfolio..., Visio, Talent Developer, Financial Services, IT Management, Integration, Microsoft Project
Education
Northwestern University 1990 — 1994
BA, Economics, Computer Studies
Wheaton Central High School 1984 — 1987
Brandon Ali Brandon Ali's J.P. Morgan Experience March 2010 - April 2012
Job Marketing and Investor Relations Associate
Industry Financial Services
Experience
Indus Capital April 2012 - Present
JP Morgan March 2010 - April 2012
Morgan Stanley June 2008 - December 2008
Morgan Stanley June 2008 - December 2008
Morgan Stanley July 2007 - December 2007
Best Buy May 2005 - July 2007
John Hancock July 2006 - December 2006
Rosencranz and Associates May 2005 - September 2005
Teradyne May 2004 - September 2004
Skills
Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Sales, Strategy
Education
Northeastern University 2004 — 2009
OA
Indus Capital April 2012 - Present
JP Morgan March 2010 - April 2012
Morgan Stanley June 2008 - December 2008
Morgan Stanley June 2008 - December 2008
Morgan Stanley July 2007 - December 2007
Best Buy May 2005 - July 2007
John Hancock July 2006 - December 2006
Rosencranz and Associates May 2005 - September 2005
Teradyne May 2004 - September 2004
Skills
Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Sales, Strategy
Education
Northeastern University 2004 — 2009
OA
Niccolo Benedetti-Fang Niccolo Benedetti-Fang's J.P. Morgan Experience January 2011 - July 2013
Job Associate Finance & Risk at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC July 2013 - Present
JP Morgan January 2011 - July 2013
Sapers & Wallack, Inc July 2009 - January 2010
Skills
Fixed Income, Investments, Portfolio Management, Analysis, Wealth Management, Financial Services, Mutual Funds, Derivatives, Exotic Derivatives, Fund Accounting, Microsoft Excel, Morningstar, Bloomberg, Hedge Funds, Asset Management, Trading, Valuation, Securities, Financial Modeling, Bloomberg Terminal, Alternative Investments
Education
Northeastern University 2005 — 2010
Bachelor of Science in Business Administration, Finance
The Umbra Institute 2008 — 2008
Semester Abroad, Italian and European Union History and Business
Leonia High School 2001 — 2005
Apollo Global Management LLC July 2013 - Present
JP Morgan January 2011 - July 2013
Sapers & Wallack, Inc July 2009 - January 2010
Skills
Fixed Income, Investments, Portfolio Management, Analysis, Wealth Management, Financial Services, Mutual Funds, Derivatives, Exotic Derivatives, Fund Accounting, Microsoft Excel, Morningstar, Bloomberg, Hedge Funds, Asset Management, Trading, Valuation, Securities, Financial Modeling, Bloomberg Terminal, Alternative Investments
Education
Northeastern University 2005 — 2010
Bachelor of Science in Business Administration, Finance
The Umbra Institute 2008 — 2008
Semester Abroad, Italian and European Union History and Business
Leonia High School 2001 — 2005
David Hartney's J.P. Morgan Experience January 1995 - August 2012
Job Global CoHead, Client Development & Sales at CME Group
Industry Financial Services
Experience
CME Group June 2015 - Present
CME Group February 2015 - July 2015
Bank of America Merrill Lynch 2012 - September 2014
JP Morgan January 1995 - August 2012
Northern Trust/Tullett & Tokyo Forex March 1987 - January 1995
Skills
Derivatives, Electronic Trading, Equities, Fixed Income, Options, Trading Systems, Trading, Equity Derivatives, Commodity, Capital Markets, Prime Brokerage, Hedge Funds, Investment Banking, Series 7, Financial Markets
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Masters, Marketing
San Diego State University-California State University 1981 — 1986
BS, Business
CME Group June 2015 - Present
CME Group February 2015 - July 2015
Bank of America Merrill Lynch 2012 - September 2014
JP Morgan January 1995 - August 2012
Northern Trust/Tullett & Tokyo Forex March 1987 - January 1995
Skills
Derivatives, Electronic Trading, Equities, Fixed Income, Options, Trading Systems, Trading, Equity Derivatives, Commodity, Capital Markets, Prime Brokerage, Hedge Funds, Investment Banking, Series 7, Financial Markets
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Masters, Marketing
San Diego State University-California State University 1981 — 1986
BS, Business
Avrom Horenstein Avrom Horenstein's J.P. Morgan Experience August 1992 - August 1999
Job Vice President at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs August 1999 - Present
JP Morgan August 1992 - August 1999
Bear Stearns August 1991 - July 1992
The Aerospace Corporation August 1985 - August 1991
Westinghouse Nuclear Training Center June 1982 - December 1984
Education
University of California, Los Angeles
M.S., Mechanical Engineering
Northwestern University 1980 — 1985
B.S., Mechanical & Nuclear Engineering
Goldman Sachs August 1999 - Present
JP Morgan August 1992 - August 1999
Bear Stearns August 1991 - July 1992
The Aerospace Corporation August 1985 - August 1991
Westinghouse Nuclear Training Center June 1982 - December 1984
Education
University of California, Los Angeles
M.S., Mechanical Engineering
Northwestern University 1980 — 1985
B.S., Mechanical & Nuclear Engineering
Alex Meved Alex Meved's J.P. Morgan Experience July 1998 - November 2000
Job Director Network Engineering at TD
Industry Telecommunications
Experience
TD May 2015 - Present
AT&T @ UBS October 2010 - May 2015
UBS Investment Bank April 2003 - November 2010
Thrupoint November 2000 - April 2003
JP Morgan July 1998 - November 2000
Skills
Data Center, Cisco Technologies, Disaster Recovery, Network Security, Juniper, ITIL, IT Strategy, Vendor Management, Security, IT Management, Firewalls, Infrastructure, Virtualization, Routing, Network Design, IT Operations, Unix, IT Service Management, WAN, Network Engineering, Cloud Computing, Information Security..., BGP, OSPF, Enterprise Architecture, Network Architecture, VoIP, Switches, DNS, Information Technology, Telecommunications, Troubleshooting, Integration, VPN, Networking
Education
Pace University 1998 — 2001
MBA, Information Systems
New York University - Polytechnic School of Engineering 1993 — 1997
BS, Mechanical Engineering
TD May 2015 - Present
AT&T @ UBS October 2010 - May 2015
UBS Investment Bank April 2003 - November 2010
Thrupoint November 2000 - April 2003
JP Morgan July 1998 - November 2000
Skills
Data Center, Cisco Technologies, Disaster Recovery, Network Security, Juniper, ITIL, IT Strategy, Vendor Management, Security, IT Management, Firewalls, Infrastructure, Virtualization, Routing, Network Design, IT Operations, Unix, IT Service Management, WAN, Network Engineering, Cloud Computing, Information Security..., BGP, OSPF, Enterprise Architecture, Network Architecture, VoIP, Switches, DNS, Information Technology, Telecommunications, Troubleshooting, Integration, VPN, Networking
Education
Pace University 1998 — 2001
MBA, Information Systems
New York University - Polytechnic School of Engineering 1993 — 1997
BS, Mechanical Engineering
James Griffin's J.P. Morgan Experience June 2010 - August 2010
Job MBA Candidate at the Kellogg School of Management
Industry Management Consulting
Experience
TOMS May 2015 - August 2015
Deloitte Consulting August 2013 - May 2015
Deloitte Consulting August 2011 - August 2013
JP Morgan June 2010 - August 2010
Mission Emanuel Non-Profit May 2009 - July 2009
U.S. Travel Association June 2008 - August 2008
Hilltop Public Solutions May 2007 - June 2007
Skills
Program Management, Due Diligence, Spanish, Valuation, Strategy, Analysis, Research, Team Leadership, Forecasting, Project Management, Data Analysis, Consulting
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA), Operations; Strategy
Wake Forest University 2007 — 2011
Business and Enterprise Management, Minors in Spanish and Latin American Studies, Gordon Scholar
Gilman School 2003 — 2007
Cum Laude
TOMS May 2015 - August 2015
Deloitte Consulting August 2013 - May 2015
Deloitte Consulting August 2011 - August 2013
JP Morgan June 2010 - August 2010
Mission Emanuel Non-Profit May 2009 - July 2009
U.S. Travel Association June 2008 - August 2008
Hilltop Public Solutions May 2007 - June 2007
Skills
Program Management, Due Diligence, Spanish, Valuation, Strategy, Analysis, Research, Team Leadership, Forecasting, Project Management, Data Analysis, Consulting
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA), Operations; Strategy
Wake Forest University 2007 — 2011
Business and Enterprise Management, Minors in Spanish and Latin American Studies, Gordon Scholar
Gilman School 2003 — 2007
Cum Laude
Dave Meyrowitz Dave Meyrowitz's J.P. Morgan Experience April 1993 - July 1995
Job VP Strategy and Business Development at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions June 2014 - Present
Credit Suisse March 2008 - December 2013
Citigroup Private Bank March 2006 - September 2007
Citigroup - Smith Barney July 2003 - February 2006
Raymond James Financial October 1999 - March 2002
A.T. Kearney August 1997 - June 1999
JP Morgan April 1993 - July 1995
Ernst and Young August 1991 - April 1993
Skills
Wealth Management, Financial Services, Strategy, Management Consulting, Marketing, Strategic Financial..., Business Strategy, Process Improvement, Corporate Development, Private Banking, Cross-functional Team..., Consulting, Derivatives, Investments, Portfolio Management, Equities, Finance, Strategic Planning, Investment Banking, Business Development, Risk Management, Analysis, Executive Management, Management, Financial Modeling, Corporate Finance, Private Equity, Mergers & Acquisitions, Competitive Analysis, Leadership, Due Diligence, Financial Analysis, Capital Markets, New Business Development, Asset Management
Education
J.L. Kellogg Graduate School of Management 1995 — 1997
MBA, Business Manangement
The College of William and Mary 1987 — 1991
BBA, Accounting
Broadridge Financial Solutions June 2014 - Present
Credit Suisse March 2008 - December 2013
Citigroup Private Bank March 2006 - September 2007
Citigroup - Smith Barney July 2003 - February 2006
Raymond James Financial October 1999 - March 2002
A.T. Kearney August 1997 - June 1999
JP Morgan April 1993 - July 1995
Ernst and Young August 1991 - April 1993
Skills
Wealth Management, Financial Services, Strategy, Management Consulting, Marketing, Strategic Financial..., Business Strategy, Process Improvement, Corporate Development, Private Banking, Cross-functional Team..., Consulting, Derivatives, Investments, Portfolio Management, Equities, Finance, Strategic Planning, Investment Banking, Business Development, Risk Management, Analysis, Executive Management, Management, Financial Modeling, Corporate Finance, Private Equity, Mergers & Acquisitions, Competitive Analysis, Leadership, Due Diligence, Financial Analysis, Capital Markets, New Business Development, Asset Management
Education
J.L. Kellogg Graduate School of Management 1995 — 1997
MBA, Business Manangement
The College of William and Mary 1987 — 1991
BBA, Accounting
Sidharth Nandi Sidharth Nandi's J.P. Morgan Experience March 2008 - Present
Job Vice President at JP Morgan (Corporate & Investment Bank)
Industry Information Technology and Services
Experience
JP Morgan March 2008 - Present
Bear Stearns September 2005 - March 2008
Standard & Poors June 2005 - August 2006
Cap Gemini August 2000 - May 2004
Swiss Re 2002 - 2004
Sabre Holdings March 1999 - August 2000
Skills
Integration, Architectures, Enterprise Architecture, IT Strategy, Agile Methodologies, Architecture, Business Analysis, Strategy, Product Development, Project Delivery, Resource Management, Banking
Education
The University of Texas at Arlington 1997 — 1999
MS, Computer Science & Engineering
Osmania University 1993 — 1997
BE, Computer Science & Engineering
JP Morgan March 2008 - Present
Bear Stearns September 2005 - March 2008
Standard & Poors June 2005 - August 2006
Cap Gemini August 2000 - May 2004
Swiss Re 2002 - 2004
Sabre Holdings March 1999 - August 2000
Skills
Integration, Architectures, Enterprise Architecture, IT Strategy, Agile Methodologies, Architecture, Business Analysis, Strategy, Product Development, Project Delivery, Resource Management, Banking
Education
The University of Texas at Arlington 1997 — 1999
MS, Computer Science & Engineering
Osmania University 1993 — 1997
BE, Computer Science & Engineering
Scott C. Kline Scott C. Kline's J.P. Morgan Experience February 2011 - January 2014
Job Commercial Real Estate Officer at Public Service Credit Union
Industry Banking
Experience
Public Service Credit Union August 2014 - Present
JP Morgan February 2011 - January 2014
Morgan Stanley March 2008 - February 2011
US Bank January 2000 - March 2008
Dean Witter May 1992 - January 2000
Skills
Commercial Banking, Risk Management, Private Banking, Loan Structuring, Credit, Underwriting, Loans, Wealth Management, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Asset Allocation, Mortgage Lending, Corporate Finance, Loan Origination, Investment Banking, Relationship Management, Investments, Asset Management, Portfolio Management, Series 63, Series 7, Treasury Management, Financial Advisory, Small Business Lending, Consumer Lending, Cash Management, Credit Risk, Financial Structuring
Education
Ohio Wesleyan University 1987 — 1992
B.A., Finance/History
Summit High School- Summit, NJ
Public Service Credit Union August 2014 - Present
JP Morgan February 2011 - January 2014
Morgan Stanley March 2008 - February 2011
US Bank January 2000 - March 2008
Dean Witter May 1992 - January 2000
Skills
Commercial Banking, Risk Management, Private Banking, Loan Structuring, Credit, Underwriting, Loans, Wealth Management, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Asset Allocation, Mortgage Lending, Corporate Finance, Loan Origination, Investment Banking, Relationship Management, Investments, Asset Management, Portfolio Management, Series 63, Series 7, Treasury Management, Financial Advisory, Small Business Lending, Consumer Lending, Cash Management, Credit Risk, Financial Structuring
Education
Ohio Wesleyan University 1987 — 1992
B.A., Finance/History
Summit High School- Summit, NJ
Kitivech Phoolsawat's J.P. Morgan Experience April 1992 - October 1993
Job Sr. Director Data Security at Broadridge
Industry Financial Services
Experience
Broadridge May 2015 - Present
Vimarn Enterprise September 2005 - Present
Barclays Capital June 2008 - June 2015
Credit Agricole CIB October 1997 - May 2008
NatWest Markets November 1993 - September 1997
JP Morgan April 1992 - October 1993
Citibank July 1986 - March 1992
IBM September 1984 - August 1985
Skills
TCP/IP, Networking, Juniper, Telephony, Security, Disaster Recovery, Integration, Firewalls, Cisco Technologies, Network Security, Program Management, Trading Systems, SDLC, IT Management, Information Security, Management, Microsoft SQL Server, Strategy, Telecommunications, Windows Server, Unix, Network Architecture, IT Service Management, Information Technology, Project Management, Infrastructure, Operating Systems, Data Center, Software Development, Troubleshooting, Vendor Management, Enterprise Architecture, IT Strategy
Education
Polytechnic University 1986 — 1988
MS, Electrical Engineering / Computer Science
New York University - Polytechnic School of Engineering 1982 — 1986
BS, Electrical Engineering / Computer Science
Broadridge May 2015 - Present
Vimarn Enterprise September 2005 - Present
Barclays Capital June 2008 - June 2015
Credit Agricole CIB October 1997 - May 2008
NatWest Markets November 1993 - September 1997
JP Morgan April 1992 - October 1993
Citibank July 1986 - March 1992
IBM September 1984 - August 1985
Skills
TCP/IP, Networking, Juniper, Telephony, Security, Disaster Recovery, Integration, Firewalls, Cisco Technologies, Network Security, Program Management, Trading Systems, SDLC, IT Management, Information Security, Management, Microsoft SQL Server, Strategy, Telecommunications, Windows Server, Unix, Network Architecture, IT Service Management, Information Technology, Project Management, Infrastructure, Operating Systems, Data Center, Software Development, Troubleshooting, Vendor Management, Enterprise Architecture, IT Strategy
Education
Polytechnic University 1986 — 1988
MS, Electrical Engineering / Computer Science
New York University - Polytechnic School of Engineering 1982 — 1986
BS, Electrical Engineering / Computer Science
Macario Lullo's J.P. Morgan Experience June 2008 - March 2009
Job Data Scientist, MSiA, MBA
Industry Research
Experience
Opex Analytics January 2015 - Present
BetaCube Analytics October 2014 - Present
SBB Research Group June 2014 - November 2014
TransUnion October 2013 - June 2014
Deutsche Bank September 2010 - August 2013
Infinium Capital Management April 2009 - September 2010
JP Morgan June 2008 - March 2009
Bear Stearns April 2005 - June 2008
Deutsche Bank February 1996 - February 2005
Merrill Lynch November 1987 - February 1996
Skills
FX Options, Options, Trading, Market Making, Fixed Income, Bonds, Technical Analysis, New Business Development, Equities, Quantitative Finance, Derivatives, Risk Management, Trading Systems, Electronic Trading, Commodity, Financial Analysis, Financial Markets, Hedge Funds, Capital Markets, Hedging, Sales Management, Bloomberg, R
Education
Northwestern University 2013 — 2014
Master of Analytics - McCormick School of Engineering, Analytics
The University of Chicago - Booth School of Business 1998 — 2001
MBA, Finance, E-Business
Northwestern University 1990 — 1994
B.S., Economics
Opex Analytics January 2015 - Present
BetaCube Analytics October 2014 - Present
SBB Research Group June 2014 - November 2014
TransUnion October 2013 - June 2014
Deutsche Bank September 2010 - August 2013
Infinium Capital Management April 2009 - September 2010
JP Morgan June 2008 - March 2009
Bear Stearns April 2005 - June 2008
Deutsche Bank February 1996 - February 2005
Merrill Lynch November 1987 - February 1996
Skills
FX Options, Options, Trading, Market Making, Fixed Income, Bonds, Technical Analysis, New Business Development, Equities, Quantitative Finance, Derivatives, Risk Management, Trading Systems, Electronic Trading, Commodity, Financial Analysis, Financial Markets, Hedge Funds, Capital Markets, Hedging, Sales Management, Bloomberg, R
Education
Northwestern University 2013 — 2014
Master of Analytics - McCormick School of Engineering, Analytics
The University of Chicago - Booth School of Business 1998 — 2001
MBA, Finance, E-Business
Northwestern University 1990 — 1994
B.S., Economics
Philip Cave Philip Cave's J.P. Morgan Experience 1992 - 2002
Job The Private Bank / Wells Fargo
Industry Financial Services
Experience
Balentine January 2010 - December 2012
Wilmington Trust January 2006 - December 2009
Bessemer Trust 2002 - 2006
JP Morgan 1992 - 2002
Skills
Wealth Management, Investments
Education
North Carolina State University 1979 — 1983
BA, Finance / Business Management
Balentine January 2010 - December 2012
Wilmington Trust January 2006 - December 2009
Bessemer Trust 2002 - 2006
JP Morgan 1992 - 2002
Skills
Wealth Management, Investments
Education
North Carolina State University 1979 — 1983
BA, Finance / Business Management
Alex Macchi Alex Macchi's J.P. Morgan Experience June 2009 - July 2012
Job MBA Candidate, Tuck School of Business at Dartmouth, Class of 2016
Industry Financial Services
Experience
Goldman Sachs 2015 - 2015
Goldman Sachs 2015 - 2015
Mubadala GE Capital January 2013 - June 2014
JP Morgan June 2009 - July 2012
JP Morgan July 2008 - May 2009
Matchstick Web Design October 2005 - June 2008
JPMorgan June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Financial Markets, Credit Analysis, Operational Due..., Due Diligence, Research, People Skills, Writing Skills, Excel, PowerPoint skills, Microsoft Excel, PowerPoint, Management, Mergers & Acquisitions, Investments, Investment Banking, Portfolio Management, Corporate Development, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2004 — 2008
B.A., American Studies with a concentration on comparing China's and America's political economy
Pine View School for the Gifted 2000 — 2004
High School
Out of Door Academy
Goldman Sachs 2015 - 2015
Goldman Sachs 2015 - 2015
Mubadala GE Capital January 2013 - June 2014
JP Morgan June 2009 - July 2012
JP Morgan July 2008 - May 2009
Matchstick Web Design October 2005 - June 2008
JPMorgan June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Financial Markets, Credit Analysis, Operational Due..., Due Diligence, Research, People Skills, Writing Skills, Excel, PowerPoint skills, Microsoft Excel, PowerPoint, Management, Mergers & Acquisitions, Investments, Investment Banking, Portfolio Management, Corporate Development, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2004 — 2008
B.A., American Studies with a concentration on comparing China's and America's political economy
Pine View School for the Gifted 2000 — 2004
High School
Out of Door Academy
Michael Ballard's J.P. Morgan Experience May 2011 - August 2011
Job CoFounder at Genie
Industry Internet
Experience
Genie October 2014 - Present
Barclays Investment Bank May 2013 - August 2014
Barclays Investment Bank May 2012 - August 2012
JP Morgan May 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
Carolina Justice Policy Center January 2009 - April 2009
Skills
Entrepreneurship, Corporate Finance, Strategy, Social Media, Management, Social Networking, Investments, Start-ups, Financial Modeling, Capital Raising, Mergers & Acquisitions, Financial Analysis, Investment Banking, Social Search, Fundraising, Research, Lean Startup, Business Strategy, Ruby on Rails, Valuation, Finance, Microsoft Office, Public Speaking, Strategic Planning, Policy, Sales, Mergers, Social Media Marketing, HTML5, Ruby
Education
North Carolina Central University 2008 — 2013
Dual Degree: Bachelors
Genie October 2014 - Present
Barclays Investment Bank May 2013 - August 2014
Barclays Investment Bank May 2012 - August 2012
JP Morgan May 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
Carolina Justice Policy Center January 2009 - April 2009
Skills
Entrepreneurship, Corporate Finance, Strategy, Social Media, Management, Social Networking, Investments, Start-ups, Financial Modeling, Capital Raising, Mergers & Acquisitions, Financial Analysis, Investment Banking, Social Search, Fundraising, Research, Lean Startup, Business Strategy, Ruby on Rails, Valuation, Finance, Microsoft Office, Public Speaking, Strategic Planning, Policy, Sales, Mergers, Social Media Marketing, HTML5, Ruby
Education
North Carolina Central University 2008 — 2013
Dual Degree: Bachelors
Nathaniel Ho Nathaniel Ho's J.P. Morgan Experience November 2007 - March 2014
Job Finance Manager at Amazon Web Services
Industry Financial Services
Experience
Amazon Web Services April 2014 - Present
JP Morgan November 2007 - March 2014
Powermate Corporation September 2007 - November 2007
LaSalle Bank September 2006 - September 2007
J.P. Morgan January 2003 - September 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Cognos, QlikView Development
Education
Kellogg Graduate School of Management 2007 — 2010
Master of Business Administration (MBA), Finance, Marketing
University of Michigan 1998 — 2002
Bachelor of Arts (B.A.), Economics
Amazon Web Services April 2014 - Present
JP Morgan November 2007 - March 2014
Powermate Corporation September 2007 - November 2007
LaSalle Bank September 2006 - September 2007
J.P. Morgan January 2003 - September 2006
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Cognos, QlikView Development
Education
Kellogg Graduate School of Management 2007 — 2010
Master of Business Administration (MBA), Finance, Marketing
University of Michigan 1998 — 2002
Bachelor of Arts (B.A.), Economics
Jonathan Terrell's J.P. Morgan Experience 1994 - 1996
Job President, KCIC
Industry Financial Services
Experience
KCIC April 2002 - Present
Zurich Financial Services 1996 - 2002
JP Morgan 1994 - 1996
J.P. Morgan 1992 - 1994
Price Waterhouse Coopers 1988 - 1992
Ernst & Young 1984 - 1988
Skills
Insurance, Finance, Banking, Financial Services, Property & Casualty..., Accounting, Risk Management, Claim, Insurance Allocation, Claims Management, Claims Administration, London Insurance Market, Insurance Policy..., Insurance Policy..., Insurance Policy..., Expert Witness, Insurer Billing, Economic Damages..., Insurance Liability..., Insurer Credit Analysis, Berkshire Hathaway..., Relational Databases, Database Administration, Database Design, Forensic Accounting, Mergers & Acquisitions, Litigation Support, Financial Risk, Liability, Leadership, Management, Due Diligence, Strategy, Analysis, Corporate Finance, Financial Modeling
Education
Newcastle University
B.A.
KCIC April 2002 - Present
Zurich Financial Services 1996 - 2002
JP Morgan 1994 - 1996
J.P. Morgan 1992 - 1994
Price Waterhouse Coopers 1988 - 1992
Ernst & Young 1984 - 1988
Skills
Insurance, Finance, Banking, Financial Services, Property & Casualty..., Accounting, Risk Management, Claim, Insurance Allocation, Claims Management, Claims Administration, London Insurance Market, Insurance Policy..., Insurance Policy..., Insurance Policy..., Expert Witness, Insurer Billing, Economic Damages..., Insurance Liability..., Insurer Credit Analysis, Berkshire Hathaway..., Relational Databases, Database Administration, Database Design, Forensic Accounting, Mergers & Acquisitions, Litigation Support, Financial Risk, Liability, Leadership, Management, Due Diligence, Strategy, Analysis, Corporate Finance, Financial Modeling
Education
Newcastle University
B.A.
Jonathan Romero, Jr. Jonathan Romero, Jr.'s J.P. Morgan Experience September 1997 - March 2009
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2014 - Present
JERO Capital Management, LLC November 2012 - October 2014
JERO Capital Partners, LLC December 2009 - September 2014
Tejas Securities Group, Inc. November 2011 - April 2012
Legend Securities Inc. May 2011 - November 2011
Barclays Capital September 1997 - December 2009
JP Morgan September 1997 - March 2009
Bear Stearns September 1997 - June 2008
Bear Hunter Stuctured Products, LLC September 1997 - January 2008
Bear Wagner Specialists, LLC September 1997 - June 2001
Education
Kimball Union Academy
Ohio Wesleyan University
The Buckley School
Northwestern Mutual November 2014 - Present
JERO Capital Management, LLC November 2012 - October 2014
JERO Capital Partners, LLC December 2009 - September 2014
Tejas Securities Group, Inc. November 2011 - April 2012
Legend Securities Inc. May 2011 - November 2011
Barclays Capital September 1997 - December 2009
JP Morgan September 1997 - March 2009
Bear Stearns September 1997 - June 2008
Bear Hunter Stuctured Products, LLC September 1997 - January 2008
Bear Wagner Specialists, LLC September 1997 - June 2001
Education
Kimball Union Academy
Ohio Wesleyan University
The Buckley School
Darren Jue Darren Jue's J.P. Morgan Experience October 2010 - Present
Job Equity Research Analyst at J.P. Morgan
Industry Investment Banking
Experience
JP Morgan October 2010 - Present
Morgan Stanley & Co. August 2007 - September 2010
GE 2004 - 2005
InVision Technologies 2003 - 2004
Merrill Lynch 1999 - 2002
Skills
Equity Research, Valuation, Equities, Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Corporate Finance, Financial Analysis, Investments, Business Strategy, Equity Valuation, Management Consulting, Start-ups, Mergers & Acquisitions, Competitive Analysis, Fixed Income, Strategy, Venture Capital, Risk Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
University of Toronto 1995 — 1999
BASc
JP Morgan October 2010 - Present
Morgan Stanley & Co. August 2007 - September 2010
GE 2004 - 2005
InVision Technologies 2003 - 2004
Merrill Lynch 1999 - 2002
Skills
Equity Research, Valuation, Equities, Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Corporate Finance, Financial Analysis, Investments, Business Strategy, Equity Valuation, Management Consulting, Start-ups, Mergers & Acquisitions, Competitive Analysis, Fixed Income, Strategy, Venture Capital, Risk Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
University of Toronto 1995 — 1999
BASc
Nate Voorhees Nate Voorhees's J.P. Morgan Experience November 2011 - March 2013
Job Global AML at State Street
Industry Investment Banking
Experience
JP Morgan November 2011 - March 2013
Morpho Detection, Inc. July 2010 - January 2011
State Street July 2010 - December 2010
CSN Stores January 2008 - June 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Investment Banking, Valuation, Equities, Financial Modeling, Fixed Income, Capital Markets, Corporate Finance, Investments, Hedge Funds, Quantitative Finance, Financial Analysis, Financial Reporting, Finance, Analysis, Accounting
Education
Northeastern University 2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
JP Morgan November 2011 - March 2013
Morpho Detection, Inc. July 2010 - January 2011
State Street July 2010 - December 2010
CSN Stores January 2008 - June 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Investment Banking, Valuation, Equities, Financial Modeling, Fixed Income, Capital Markets, Corporate Finance, Investments, Hedge Funds, Quantitative Finance, Financial Analysis, Financial Reporting, Finance, Analysis, Accounting
Education
Northeastern University 2006 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Bilal Hussain Bilal Hussain's J.P. Morgan Experience June 2008 - August 2008
Job Consultant at IMS Health | MBA from Kellogg School of Management
Industry Management Consulting
Experience
IMS Health September 2015 - Present
Acumen Fund August 2013 - March 2014
Analysis Group June 2009 - May 2013
JP Morgan June 2008 - August 2008
Skills
Economics, Econometrics, Financial Modeling, Stata, Data Analysis, Financial Analysis, Quantitative Analytics, Research, Strategic Consulting, Valuation, Strategy, SAS, Bloomberg, Strategic Planning, Economic Research, Healthcare Consulting, Economic Modeling, Business Strategy, Reporting & Analysis
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Management & Strategy; Innovation & Entrepreneurship
New York University - Leonard N. Stern School of Business 2005 — 2009
BS, Economics, Magna Cum Laude
Karachi Grammar School 2002 — 2004
IMS Health September 2015 - Present
Acumen Fund August 2013 - March 2014
Analysis Group June 2009 - May 2013
JP Morgan June 2008 - August 2008
Skills
Economics, Econometrics, Financial Modeling, Stata, Data Analysis, Financial Analysis, Quantitative Analytics, Research, Strategic Consulting, Valuation, Strategy, SAS, Bloomberg, Strategic Planning, Economic Research, Healthcare Consulting, Economic Modeling, Business Strategy, Reporting & Analysis
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Management & Strategy; Innovation & Entrepreneurship
New York University - Leonard N. Stern School of Business 2005 — 2009
BS, Economics, Magna Cum Laude
Karachi Grammar School 2002 — 2004
Demetris Papademetriou's J.P. Morgan Experience June 2003 - August 2003
Job Partner at Middlemarch Partners
Industry Venture Capital & Private Equity
Experience
Middlemarch Partners September 2012 - Present
Storm King Capital October 2010 - Present
Knight Capital Group January 2008 - October 2010
Equiduct Systems Limited 2010 - 2010
Ballista Securities, LLC 2009 - 2010
Pico Quantitative Trading 2009 - 2010
Cashedge June 2005 - February 2008
Esurance November 2004 - May 2005
JP Morgan June 2003 - August 2003
Swiss Re Capital Partners January 1999 - May 2002
Skills
Capital Markets, Due Diligence, Deal Structuring, Market Development, Corporate Development, Venture Capital, Payments, Private Equity, Equities, Alternative Investments, Trading Systems, Valuation, Board of Director..., Financial Modeling, Electronic Trading, Private Placements, Financial Services, M&A experience, Corporate Finance, Investments, Negotiation, Mergers
Education
Kellogg School of Management
MBA
Northwestern University
BS
Middlemarch Partners September 2012 - Present
Storm King Capital October 2010 - Present
Knight Capital Group January 2008 - October 2010
Equiduct Systems Limited 2010 - 2010
Ballista Securities, LLC 2009 - 2010
Pico Quantitative Trading 2009 - 2010
Cashedge June 2005 - February 2008
Esurance November 2004 - May 2005
JP Morgan June 2003 - August 2003
Swiss Re Capital Partners January 1999 - May 2002
Skills
Capital Markets, Due Diligence, Deal Structuring, Market Development, Corporate Development, Venture Capital, Payments, Private Equity, Equities, Alternative Investments, Trading Systems, Valuation, Board of Director..., Financial Modeling, Electronic Trading, Private Placements, Financial Services, M&A experience, Corporate Finance, Investments, Negotiation, Mergers
Education
Kellogg School of Management
MBA
Northwestern University
BS
Xavier Valencia's J.P. Morgan Experience January 2009 - Present
Job
Industry Investment Banking
Experience
JP Morgan January 2009 - Present
Goldman Sachs July 2004 - December 2008
Goldman Sachs July 2000 - June 2004
McKinsey & Co. 1999 - 1999
Skills
Commodity Markets, Commodity, Investment Banking, Principal Investments, Private Equity, Mergers & Acquisitions, Corporate Finance, Capital Markets, Structured Finance, Latin America, Derivatives, Derivatives Trading, Structured Commodity..., Commodity Risk..., Equity Capital Markets, Debt & Equity Financing, Management Consulting, Management, Entrepreneurship, Equities, Business Strategy, Fixed Income, Hedge Funds, Structured Products, Valuation, Emerging Markets
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (MBA)
Pontificia Universidad Catolica del Ecuador
Bachelor of Arts (B.A.)
JP Morgan January 2009 - Present
Goldman Sachs July 2004 - December 2008
Goldman Sachs July 2000 - June 2004
McKinsey & Co. 1999 - 1999
Skills
Commodity Markets, Commodity, Investment Banking, Principal Investments, Private Equity, Mergers & Acquisitions, Corporate Finance, Capital Markets, Structured Finance, Latin America, Derivatives, Derivatives Trading, Structured Commodity..., Commodity Risk..., Equity Capital Markets, Debt & Equity Financing, Management Consulting, Management, Entrepreneurship, Equities, Business Strategy, Fixed Income, Hedge Funds, Structured Products, Valuation, Emerging Markets
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Business Administration (MBA)
Pontificia Universidad Catolica del Ecuador
Bachelor of Arts (B.A.)
Dave Mullane's J.P. Morgan Experience May 2006 - September 2010
Job
Industry Information Technology and Services
Experience
JPMorgan Chase September 2010 - September 2013
JP Morgan May 2006 - September 2010
JPMorgan Chase July 2004 - May 2006
J.P. Morgan May 2000 - July 2004
Skills
Banking, SDLC, Unix, IT Management, Enterprise Architecture, Quality Assurance, Business Analysis, Software Project..., Integration, SOA, Team Building, Requirements Analysis, Oracle, Visio, Java Enterprise Edition, EAI, Vendor Management, Business Continuity, Project Management, Requirements Gathering, Disaster Recovery, Agile Methodologies, Program Management, IT Strategy, SQL, Databases, Enterprise Software, Java, Software Documentation, Software Development, XML, Web Services, Process Improvement
Education
Northeastern University 1987 — 1992
Assoc, MIS
JPMorgan Chase September 2010 - September 2013
JP Morgan May 2006 - September 2010
JPMorgan Chase July 2004 - May 2006
J.P. Morgan May 2000 - July 2004
Skills
Banking, SDLC, Unix, IT Management, Enterprise Architecture, Quality Assurance, Business Analysis, Software Project..., Integration, SOA, Team Building, Requirements Analysis, Oracle, Visio, Java Enterprise Edition, EAI, Vendor Management, Business Continuity, Project Management, Requirements Gathering, Disaster Recovery, Agile Methodologies, Program Management, IT Strategy, SQL, Databases, Enterprise Software, Java, Software Documentation, Software Development, XML, Web Services, Process Improvement
Education
Northeastern University 1987 — 1992
Assoc, MIS
Karun Gahlawat's J.P. Morgan Experience March 2008 - March 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Barclays Capital November 2009 - April 2012
Bloomberg March 2009 - October 2009
JP Morgan March 2008 - March 2009
Lehman Brothers November 2004 - March 2008
Accenture Technology Solutions October 2002 - November 2004
Reynolds and Reynolds 2000 - 2001
Advanced Technologies 1999 - 2000
Skills
Interest Rate..., Program Trading, Equities, Financial Markets, Fixed Income, Electronic Trading, Strategy, Analytics, FX Options, Java, Investments, Financial Risk, Trading Systems, C#, Commodity, Trading System, Asset Management, Linux, C++, Capital Markets, Python, Risk Management, Derivatives, Quantitative Finance, Credit Derivatives, Equity Derivatives
Education
New York University - Polytechnic School of Engineering 2004 — 2006
MS, Financial Engineering
Morgan Stanley April 2012 - Present
Barclays Capital November 2009 - April 2012
Bloomberg March 2009 - October 2009
JP Morgan March 2008 - March 2009
Lehman Brothers November 2004 - March 2008
Accenture Technology Solutions October 2002 - November 2004
Reynolds and Reynolds 2000 - 2001
Advanced Technologies 1999 - 2000
Skills
Interest Rate..., Program Trading, Equities, Financial Markets, Fixed Income, Electronic Trading, Strategy, Analytics, FX Options, Java, Investments, Financial Risk, Trading Systems, C#, Commodity, Trading System, Asset Management, Linux, C++, Capital Markets, Python, Risk Management, Derivatives, Quantitative Finance, Credit Derivatives, Equity Derivatives
Education
New York University - Polytechnic School of Engineering 2004 — 2006
MS, Financial Engineering
Brian French's J.P. Morgan Experience May 2005 - September 2005
Job Vice President, Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments August 2006 - Present
JP Morgan May 2005 - September 2005
Parnassus Investments May 2005 - May 2005
Tenet Healthcare March 2002 - July 2004
Deloitte Consulting August 1998 - February 2000
Skills
Investments, Valuation, Alternative Investments, Capital Markets, Equities
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance, Accounting
Northwestern University 1994 — 1998
BA, Economics
Carmel High School (Carmel, IN) 1990 — 1994
Franklin Templeton Investments August 2006 - Present
JP Morgan May 2005 - September 2005
Parnassus Investments May 2005 - May 2005
Tenet Healthcare March 2002 - July 2004
Deloitte Consulting August 1998 - February 2000
Skills
Investments, Valuation, Alternative Investments, Capital Markets, Equities
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance, Accounting
Northwestern University 1994 — 1998
BA, Economics
Carmel High School (Carmel, IN) 1990 — 1994
Morris Clarke's J.P. Morgan Experience 2009 - Present
Job
Industry Investment Management
Experience
JP Morgan 2009 - Present
Goldman Sachs August 2005 - 2009
Franklin Street Partners 2004 - 2004
Cap Gemini Ernst & Young July 2002 - July 2003
Ernst & Young LLP May 2000 - July 2002
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Investment Management
North Carolina Agricultural and Technical State University 1995 — 1999
BS, Electrical Engineering
JP Morgan 2009 - Present
Goldman Sachs August 2005 - 2009
Franklin Street Partners 2004 - 2004
Cap Gemini Ernst & Young July 2002 - July 2003
Ernst & Young LLP May 2000 - July 2002
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA, Investment Management
North Carolina Agricultural and Technical State University 1995 — 1999
BS, Electrical Engineering
Charlotte Keh's J.P. Morgan Experience August 2010 - October 2011
Job
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
JPMorgan Chase October 2011 - April 2014
JP Morgan August 2010 - October 2011
UBS Investment Bank January 2009 - August 2010
UBS Investment Bank May 2006 - December 2008
UBS Investment Bank July 2005 - April 2006
Skills
Business Analysis, Project Management, SDLC, Analysis, PMO, Management, Program Management, Software Project..., IT Strategy, Requirements Gathering, Vendor Management, Requirements Analysis, Project Delivery, Risk Management, Process Improvement, Software Development, Change Management, Project Portfolio..., Business Process..., Strategic Planning, Financial Services, Business Intelligence
Education
Northwestern University 2001 — 2005
B.S., Electrical Engineering, Computer Engineering, Economics
JPMorgan Chase April 2014 - Present
JPMorgan Chase October 2011 - April 2014
JP Morgan August 2010 - October 2011
UBS Investment Bank January 2009 - August 2010
UBS Investment Bank May 2006 - December 2008
UBS Investment Bank July 2005 - April 2006
Skills
Business Analysis, Project Management, SDLC, Analysis, PMO, Management, Program Management, Software Project..., IT Strategy, Requirements Gathering, Vendor Management, Requirements Analysis, Project Delivery, Risk Management, Process Improvement, Software Development, Change Management, Project Portfolio..., Business Process..., Strategic Planning, Financial Services, Business Intelligence
Education
Northwestern University 2001 — 2005
B.S., Electrical Engineering, Computer Engineering, Economics
Micah Friedland's J.P. Morgan Experience June 2008 - September 2008
Job CoFounder at Success! Life and Financial Consultants
Industry Venture Capital & Private Equity
Experience
Success! Life and Financial Consultants June 2012 - Present
Ohr Samayach September 2011 - April 2015
MLists May 2010 - May 2014
Lazard Freres & Co. May 2009 - September 2010
JP Morgan June 2008 - September 2008
Lehman Brothers June 2007 - September 2007
Skills
Investment Banking, Restructuring, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Corporate Development, Due Diligence, Investments, Emerging Markets, Capital Markets, Entrepreneurship, Equities, Financial Analysis, M&A experience, LBO, Start-ups, Strategy
Education
Northwestern University 2005 — 2009
BA
Northwestern University - Kellogg School of Management 2007 — 2008
Financial Economics
Success! Life and Financial Consultants June 2012 - Present
Ohr Samayach September 2011 - April 2015
MLists May 2010 - May 2014
Lazard Freres & Co. May 2009 - September 2010
JP Morgan June 2008 - September 2008
Lehman Brothers June 2007 - September 2007
Skills
Investment Banking, Restructuring, Private Equity, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Corporate Development, Due Diligence, Investments, Emerging Markets, Capital Markets, Entrepreneurship, Equities, Financial Analysis, M&A experience, LBO, Start-ups, Strategy
Education
Northwestern University 2005 — 2009
BA
Northwestern University - Kellogg School of Management 2007 — 2008
Financial Economics
Tamar Gubins's J.P. Morgan Experience 2003 - 2006
Job at Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP November 2010 - Present
ACLU of Northern California October 2009 - October 2010
JP Morgan 2003 - 2006
MacWilliams Robins and Partners 2002 - 2002
Education
University of California, Berkeley - School of Law 2006 — 2009
Juris Doctor
Oberlin College 1997 — 2001
BA, with honors, Political Science
Goodwin Procter LLP November 2010 - Present
ACLU of Northern California October 2009 - October 2010
JP Morgan 2003 - 2006
MacWilliams Robins and Partners 2002 - 2002
Education
University of California, Berkeley - School of Law 2006 — 2009
Juris Doctor
Oberlin College 1997 — 2001
BA, with honors, Political Science
Terry Harcott's J.P. Morgan Experience April 2005 - Present
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan April 2005 - Present
J.P. Morgan January 2013 - November 2013
ING November 2003 - April 2005
KW International May 2001 - January 2003
Deutsche Bank September 1998 - June 2001
Skills
Agile Methodologies, Derivatives, Investment Banking, Fixed Income, Electronic Trading, Requirements Analysis, Risk Management, Market Data, SDLC, Software Project..., Trading Systems
Education
Nottingham Trent University 1995 — 1998
Bachelor of Arts (B.A.), Business Economics
JP Morgan April 2005 - Present
J.P. Morgan January 2013 - November 2013
ING November 2003 - April 2005
KW International May 2001 - January 2003
Deutsche Bank September 1998 - June 2001
Skills
Agile Methodologies, Derivatives, Investment Banking, Fixed Income, Electronic Trading, Requirements Analysis, Risk Management, Market Data, SDLC, Software Project..., Trading Systems
Education
Nottingham Trent University 1995 — 1998
Bachelor of Arts (B.A.), Business Economics
Greg Glenn's J.P. Morgan Experience December 2007 - August 2010
Job Controller/Designer at ESDC Engineering
Industry Oil & Energy
Experience
ESDC Engineering August 2010 - Present
JP Morgan December 2007 - August 2010
Williams Company 2005 - 2007
Education
Oklahoma State University 2000 — 2009
Bachelors, Engineering
Oklahoma State University 1999 — 2008
BS, Engineering
Oklahoma State University 1999 — 2007
BS, Engineering
Oklahoma State University 1996 — 2005
Engineering
ESDC Engineering August 2010 - Present
JP Morgan December 2007 - August 2010
Williams Company 2005 - 2007
Education
Oklahoma State University 2000 — 2009
Bachelors, Engineering
Oklahoma State University 1999 — 2008
BS, Engineering
Oklahoma State University 1999 — 2007
BS, Engineering
Oklahoma State University 1996 — 2005
Engineering
Matt Swickhamer's J.P. Morgan Experience June 2007 - Present
Job Vice President Asset Backed Securities at JP Morgan
Industry Banking
Experience
JP Morgan June 2007 - Present
JPMorgan Chase Bank, NA 2005 - 2007
Wells Fargo 2003 - 2005
Federal Reserve Bank of St. Louis 2001 - 2003
Skills
Fixed Income, Capital Markets
Education
Northwestern University - Kellogg School of Management 2006 — 2009
Truman State University 1997 — 2001
Business Administration, Finance
JP Morgan June 2007 - Present
JPMorgan Chase Bank, NA 2005 - 2007
Wells Fargo 2003 - 2005
Federal Reserve Bank of St. Louis 2001 - 2003
Skills
Fixed Income, Capital Markets
Education
Northwestern University - Kellogg School of Management 2006 — 2009
Truman State University 1997 — 2001
Business Administration, Finance
Nisha Srinivasan's J.P. Morgan Experience Summer AnalystBarclays CapitalJune 2005 - August 2005
Job Analyst at JP Morgan
Industry Investment Banking
Experience
JP Morgan Summer AnalystBarclays CapitalJune 2005 - August 2005
Schneider Downs July 2004 - September 2004
Education
Northwestern University 2002 — 2006
JP Morgan Summer AnalystBarclays CapitalJune 2005 - August 2005
Schneider Downs July 2004 - September 2004
Education
Northwestern University 2002 — 2006
Scott Sabin's J.P. Morgan Experience April 2005 - February 2007
Job Fixed Income Analyst JPMorgan Asset Management
Industry Financial Services
Mark Artis's J.P. Morgan Experience 1995 - May 1998
Job Manager of Client OnBoarding Americas at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank AG May 1998 - Present
Bankers Trust 1998 - 1999
JP Morgan 1995 - May 1998
Skills
Relationship Management, Fixed Income, Derivatives, Credit Derivatives, Capital Markets, Hedge Funds, Equity Derivatives, Interest Rate..., Securities, Back Office
Education
Northeastern University 1987 — 1992
BS, Finance & International Business
Deutsche Bank AG May 1998 - Present
Bankers Trust 1998 - 1999
JP Morgan 1995 - May 1998
Skills
Relationship Management, Fixed Income, Derivatives, Credit Derivatives, Capital Markets, Hedge Funds, Equity Derivatives, Interest Rate..., Securities, Back Office
Education
Northeastern University 1987 — 1992
BS, Finance & International Business
Juan Carlos Guillermety's J.P. Morgan Experience June 2007 - August 2007
Job Senior Director Emerging Markets Digital at Visa Inc.
Industry Financial Services
Experience
Visa November 2012 - Present
Visa July 2009 - November 2012
The Boston Consulting Group August 2008 - July 2009
JP Morgan June 2007 - August 2007
General Electric August 2003 - July 2006
GE Healthcare January 2002 - July 2003
Skills
Strategy, Business Development, Business Strategy, Cross-functional Team..., Mergers, Business Process, CRM, Mergers & Acquisitions, Competitive Analysis, Sales, Business Intelligence, Business Analysis, Marketing Strategy, Product Management, Enterprise Software, Change Management, Business Planning, Corporate Development, Analytics, Forecasting, Leadership, Process Improvement, Mobile Devices, Project Management, IT Strategy, Valuation, Venture Capital, Operations Management, Financial Modeling, Risk Management, Due Diligence, SaaS, Business Process..., Financial Analysis, Market Research, Management Consulting, New Business Development, Entrepreneurship, Strategic Partnerships, Start-ups, Strategic Planning, Management, International Business, Financial Services, Team Leadership, Product Development, Business Transformation, Corporate Finance, Product Marketing, Investment Banking
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Masters, Business Administration
Purdue University 2000 — 2001
Bachelor of Science, Industrial Engineering
Universidad de Los Andes 1997 — 2000
Industrial Engineering
Harvard Business School - Executive Education
Aligning Strategy and Sales
Karl C. Parrish
Visa November 2012 - Present
Visa July 2009 - November 2012
The Boston Consulting Group August 2008 - July 2009
JP Morgan June 2007 - August 2007
General Electric August 2003 - July 2006
GE Healthcare January 2002 - July 2003
Skills
Strategy, Business Development, Business Strategy, Cross-functional Team..., Mergers, Business Process, CRM, Mergers & Acquisitions, Competitive Analysis, Sales, Business Intelligence, Business Analysis, Marketing Strategy, Product Management, Enterprise Software, Change Management, Business Planning, Corporate Development, Analytics, Forecasting, Leadership, Process Improvement, Mobile Devices, Project Management, IT Strategy, Valuation, Venture Capital, Operations Management, Financial Modeling, Risk Management, Due Diligence, SaaS, Business Process..., Financial Analysis, Market Research, Management Consulting, New Business Development, Entrepreneurship, Strategic Partnerships, Start-ups, Strategic Planning, Management, International Business, Financial Services, Team Leadership, Product Development, Business Transformation, Corporate Finance, Product Marketing, Investment Banking
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Masters, Business Administration
Purdue University 2000 — 2001
Bachelor of Science, Industrial Engineering
Universidad de Los Andes 1997 — 2000
Industrial Engineering
Harvard Business School - Executive Education
Aligning Strategy and Sales
Karl C. Parrish
Seth Miller's J.P. Morgan Experience 2000 - 2002
Job Partner at DBL Investors
Industry Venture Capital & Private Equity
Experience
DBL Investors 2004 - Present
BrightSource Industries Israel (formerly Luz2) 2007 - 2009
Elephant Pharmacy 2004 - 2009
MeeVee, Inc. 2006 - 2008
JP Morgan 2000 - 2002
Hambrecht & Quist 1998 - 2002
Education
Northwestern University - Kellogg School of Management 1994 — 1998
MBA
Northwestern University School of Law 1994 — 1998
JD
University of Pennsylvania
DBL Investors 2004 - Present
BrightSource Industries Israel (formerly Luz2) 2007 - 2009
Elephant Pharmacy 2004 - 2009
MeeVee, Inc. 2006 - 2008
JP Morgan 2000 - 2002
Hambrecht & Quist 1998 - 2002
Education
Northwestern University - Kellogg School of Management 1994 — 1998
MBA
Northwestern University School of Law 1994 — 1998
JD
University of Pennsylvania
Humaira Arifin's J.P. Morgan Experience July 2001 - July 2003
Job Brand Strategist
Industry Marketing and Advertising
Experience
CEB January 2015 - Present
Brand Strategy April 2014 - Present
The Clorox Company April 2013 - October 2014
Corporate Executive Board October 2005 - December 2012
Standard & Poor's 2003 - 2005
JP Morgan July 2001 - July 2003
Skills
Competitive Analysis, Business Strategy, Strategic Planning, Marketing Research, Analysis, CRM, Analytics, Market Research, Strategic Analysis, Strategy, Marketing Strategy, Brand Management, Brand Architecture, Collateral Materials..., Advertising, Problem Solving, White Papers, Cross-functional Team..., Lead Generation, Online Advertising, Trade Shows, Webinar Development, Content Marketing, User Acquisition, Start-ups
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA
Wesleyan University 1998 — 2001
BA
CEB January 2015 - Present
Brand Strategy April 2014 - Present
The Clorox Company April 2013 - October 2014
Corporate Executive Board October 2005 - December 2012
Standard & Poor's 2003 - 2005
JP Morgan July 2001 - July 2003
Skills
Competitive Analysis, Business Strategy, Strategic Planning, Marketing Research, Analysis, CRM, Analytics, Market Research, Strategic Analysis, Strategy, Marketing Strategy, Brand Management, Brand Architecture, Collateral Materials..., Advertising, Problem Solving, White Papers, Cross-functional Team..., Lead Generation, Online Advertising, Trade Shows, Webinar Development, Content Marketing, User Acquisition, Start-ups
Education
Northwestern University - Kellogg School of Management 2010 — 2013
MBA
Wesleyan University 1998 — 2001
BA
Jessica Schillmoeller's J.P. Morgan Experience April 2001 - August 2004
Job Utilizing business skills to help small businesses and now to help people prepare for their futures individually
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Workers Ownership Resource Center May 2013 - Present
Tioga State Bank August 2010 - May 2013
First Marblehead March 2007 - July 2010
TD Bank 2006 - 2007
NBT Bank April 2005 - July 2006
JPMorgan Chase August 2004 - November 2004
JP Morgan April 2001 - August 2004
JP Morgan Chase 1999 - 2004
Skills
Risk Management, Internal Audit, Project Management, CRM, Budgets, Management, Training, Process Improvement, Leadership, Credit, Customer Service, Business Development, Team Leadership, Project Planning, Sales, Human Resources, Access, Marketing Strategy, Vendor Management, Entrepreneurship, Business Analysis, Analysis
Education
Northeastern University 2008 — 2010
Masters of Leadership-in progress
University of Delaware 1999 — 2004
Bachelors, Psychology
Waverly
Waverly
Ameriprise Financial Services, Inc. September 2013 - Present
Workers Ownership Resource Center May 2013 - Present
Tioga State Bank August 2010 - May 2013
First Marblehead March 2007 - July 2010
TD Bank 2006 - 2007
NBT Bank April 2005 - July 2006
JPMorgan Chase August 2004 - November 2004
JP Morgan April 2001 - August 2004
JP Morgan Chase 1999 - 2004
Skills
Risk Management, Internal Audit, Project Management, CRM, Budgets, Management, Training, Process Improvement, Leadership, Credit, Customer Service, Business Development, Team Leadership, Project Planning, Sales, Human Resources, Access, Marketing Strategy, Vendor Management, Entrepreneurship, Business Analysis, Analysis
Education
Northeastern University 2008 — 2010
Masters of Leadership-in progress
University of Delaware 1999 — 2004
Bachelors, Psychology
Waverly
Waverly
Vladimir Lirner's J.P. Morgan Experience 1996 - 1996
Job CEO and Owner at Elcommtech Corp.
Industry Information Technology and Services
Experience
Intelink Corp. 2005 - Present
Elcommtech Corporation August 1996 - Present
Goldman Sachs June 2005 - November 2012
Deutsche Bank August 1996 - May 2002
JP Morgan 1996 - 1996
Lehman Brothers 1996 - 1996
Merrill Lynch 1995 - 1996
Center for Applied Large-scale Computing at Polytechnic University 1993 - 1995
Skills
Solaris, Low Latency, Ethernet, Sybase, Trading Systems, Unix, Unix Shell Scripting, Market Data, Perl, Disaster Recovery, Veritas Cluster Server, Electronic Trading, Enterprise Architecture, Shell Scripting, Optical Fiber, Exchange Connectivity, Linux, Ksh, Virtualization, ITIL, CCTV, Low Voltage, Security Systems..., ip cctv, Process Automation, Home Automation, Embedded Systems, Embedded Linux, Software Development, Python, Bash, Infrastructure, Electronics, Electrical Engineering, Audio Visual System..., Telephony, ip telephony, LED Displays, Video Walls, Burglar Alarm, Routers, Firewalls, Data Transmission, Robotics, PLC Ladder Logic, Video Communication, Video over IP, IP Cameras, DNS, System Administration
Education
New York University - Polytechnic School of Engineering 1990 — 1995
BS, Electrical Engineering
Intelink Corp. 2005 - Present
Elcommtech Corporation August 1996 - Present
Goldman Sachs June 2005 - November 2012
Deutsche Bank August 1996 - May 2002
JP Morgan 1996 - 1996
Lehman Brothers 1996 - 1996
Merrill Lynch 1995 - 1996
Center for Applied Large-scale Computing at Polytechnic University 1993 - 1995
Skills
Solaris, Low Latency, Ethernet, Sybase, Trading Systems, Unix, Unix Shell Scripting, Market Data, Perl, Disaster Recovery, Veritas Cluster Server, Electronic Trading, Enterprise Architecture, Shell Scripting, Optical Fiber, Exchange Connectivity, Linux, Ksh, Virtualization, ITIL, CCTV, Low Voltage, Security Systems..., ip cctv, Process Automation, Home Automation, Embedded Systems, Embedded Linux, Software Development, Python, Bash, Infrastructure, Electronics, Electrical Engineering, Audio Visual System..., Telephony, ip telephony, LED Displays, Video Walls, Burglar Alarm, Routers, Firewalls, Data Transmission, Robotics, PLC Ladder Logic, Video Communication, Video over IP, IP Cameras, DNS, System Administration
Education
New York University - Polytechnic School of Engineering 1990 — 1995
BS, Electrical Engineering
Kory Oliver's J.P. Morgan Experience September 2008 - May 2011
Job Technical Writer at Auris
Industry Writing and Editing
Experience
Auris, LLC. May 2012 - Present
Assurant January 2012 - March 2012
Systemax Corporation August 2011 - October 2011
JP Morgan September 2008 - May 2011
Kaiser Permanente IT May 2008 - June 2008
Eli Lilly August 2007 - January 2008
Shopzilla October 2006 - August 2007
MMC 20/20 May 2006 - August 2006
Honda R&D Americas, Inc. September 2005 - May 2006
MAXIMUS 2004 - 2005
Skills
Visio, Software Documentation, Online Help, Technical Writing, Manuals, SharePoint
Education
Northeastern University
BSME, Mechanical Engineering
Auris, LLC. May 2012 - Present
Assurant January 2012 - March 2012
Systemax Corporation August 2011 - October 2011
JP Morgan September 2008 - May 2011
Kaiser Permanente IT May 2008 - June 2008
Eli Lilly August 2007 - January 2008
Shopzilla October 2006 - August 2007
MMC 20/20 May 2006 - August 2006
Honda R&D Americas, Inc. September 2005 - May 2006
MAXIMUS 2004 - 2005
Skills
Visio, Software Documentation, Online Help, Technical Writing, Manuals, SharePoint
Education
Northeastern University
BSME, Mechanical Engineering
Clifton Chang's J.P. Morgan Experience July 2001 - December 2004
Job Senior Risk Management Executive
Industry Capital Markets
Experience
MUFG Union Bank 2010 - Present
BP Products North America Inc. 2008 - 2010
Morgan Stanley August 2007 - May 2008
Quarry Point Partners, LLC January 2005 - June 2007
JP Morgan July 2001 - December 2004
Banc One Capital Markets, Inc. November 1996 - June 2001
CIBC Oppenheimer February 1996 - November 1996
Skills
Bonds, Credit Derivatives, Hedge Funds, Portfolio Management, Trading, Credit Risk, Fixed Income, Risk, Credit, Hedging, Alternative Investments, Loans, Leveraged Finance, Capital Markets, Derivatives, Debt, Credit Analysis, Risk Management, Asset Management, Valuation, Asset Allocation, Commodities, Investments, Trade Finance, Restructuring, Securities, Commodity, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance and Economics
University of Pennsylvania 1977 — 1981
BA, International Relations and International Economics
MUFG Union Bank 2010 - Present
BP Products North America Inc. 2008 - 2010
Morgan Stanley August 2007 - May 2008
Quarry Point Partners, LLC January 2005 - June 2007
JP Morgan July 2001 - December 2004
Banc One Capital Markets, Inc. November 1996 - June 2001
CIBC Oppenheimer February 1996 - November 1996
Skills
Bonds, Credit Derivatives, Hedge Funds, Portfolio Management, Trading, Credit Risk, Fixed Income, Risk, Credit, Hedging, Alternative Investments, Loans, Leveraged Finance, Capital Markets, Derivatives, Debt, Credit Analysis, Risk Management, Asset Management, Valuation, Asset Allocation, Commodities, Investments, Trade Finance, Restructuring, Securities, Commodity, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance and Economics
University of Pennsylvania 1977 — 1981
BA, International Relations and International Economics
Bill McCallion's J.P. Morgan Experience Vice PresidentJPMorganChase1999 - Present
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan Vice PresidentJPMorganChase1999 - Present
JP Morgan Chase (Bank One) 1999 - Present
Education
Oakland University
JP Morgan Vice PresidentJPMorganChase1999 - Present
JP Morgan Chase (Bank One) 1999 - Present
Education
Oakland University
David Shimko's J.P. Morgan Experience 1993 - 1997
Job CEO and President at CreditCircle, Inc.
Industry Financial Services
Experience
CreditCircle July 2012 - Present
Winhall Consulting January 2009 - Present
Asset Deployment LLC January 2008 - July 2012
Risk Capital 1999 - 2006
Harvard Business School September 1999 - June 2004
Bankers Trust 1997 - 1999
JP Morgan 1993 - 1997
University of Southern California 1987 - 1993
Skills
Risk Management, Derivatives, Financial Risk, Enterprise Risk..., Investments, Credit Risk, Economics, Financial Modeling, Trading, Valuation, Options, Commodity, Portfolio Management, Hedge Funds, Hedging, Equities, Risk Assessment, Analytics, Commodity Markets, Finance, Management Consulting, Market Risk, Investment Strategies, Financial Analysis, Due Diligence, FX Options, Financial Markets, Credit, Commodity Risk..., Corporate Finance, Risk Analysis, Strategy, Capital Markets, Fixed Income, Energy, Loans
Education
Northwestern University - Kellogg School of Management 1978 — 1987
Doctor of Philosophy (PhD), Finance
Northwestern University 1978 — 1982
B.A., Economics
CreditCircle July 2012 - Present
Winhall Consulting January 2009 - Present
Asset Deployment LLC January 2008 - July 2012
Risk Capital 1999 - 2006
Harvard Business School September 1999 - June 2004
Bankers Trust 1997 - 1999
JP Morgan 1993 - 1997
University of Southern California 1987 - 1993
Skills
Risk Management, Derivatives, Financial Risk, Enterprise Risk..., Investments, Credit Risk, Economics, Financial Modeling, Trading, Valuation, Options, Commodity, Portfolio Management, Hedge Funds, Hedging, Equities, Risk Assessment, Analytics, Commodity Markets, Finance, Management Consulting, Market Risk, Investment Strategies, Financial Analysis, Due Diligence, FX Options, Financial Markets, Credit, Commodity Risk..., Corporate Finance, Risk Analysis, Strategy, Capital Markets, Fixed Income, Energy, Loans
Education
Northwestern University - Kellogg School of Management 1978 — 1987
Doctor of Philosophy (PhD), Finance
Northwestern University 1978 — 1982
B.A., Economics
Aaron Bierman's J.P. Morgan Experience 2000 - 2008
Job Ocean Park Pictures
Industry Entertainment
Experience
Ocean Park Pictures 2007 - Present
20th Century Fox Film April 2008 - January 2010
JP Morgan 2000 - 2008
Skills
Directing, Storytelling, Film Production, DJ, Writing, Visual Storytelling, Entrepreneurship, Feature Films, Story Structure
Education
Northeastern University
BS, Political Science and Government
UCLA
Professional Program in Screenwriting, School of Theater, Film & Television
Ocean Park Pictures 2007 - Present
20th Century Fox Film April 2008 - January 2010
JP Morgan 2000 - 2008
Skills
Directing, Storytelling, Film Production, DJ, Writing, Visual Storytelling, Entrepreneurship, Feature Films, Story Structure
Education
Northeastern University
BS, Political Science and Government
UCLA
Professional Program in Screenwriting, School of Theater, Film & Television
Michael Moffitt's J.P. Morgan Experience July 2006 - September 2013
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2006 - Present
JP Morgan July 2006 - September 2013
JPMorgan Private Bank July 2006 - July 2010
CGI August 2004 - July 2006
American Management Systems July 1998 - July 2004
AMS July 1998 - July 2004
Skills
Business Analysis, Strategy, Project Management, Requirements Gathering, Leadership, Finance, Business Process..., Analysis, Business Requirements, Investments, SDLC, Financial Services, Requirements Analysis, Asset Management, Business Process..., Financial Analysis, Management Consulting, Change Management, Process Improvement, PMO, Business Transformation, Business Strategy, PMP, Banking, Management, Managerial Finance, IT Strategy, Risk Management, Project Planning, Business Process, Project Portfolio..., Governance, Business Intelligence
Education
Ohio Northern University 1994 — 1998
B.S., Computer Science, Communications
JPMorgan Chase July 2006 - Present
JP Morgan July 2006 - September 2013
JPMorgan Private Bank July 2006 - July 2010
CGI August 2004 - July 2006
American Management Systems July 1998 - July 2004
AMS July 1998 - July 2004
Skills
Business Analysis, Strategy, Project Management, Requirements Gathering, Leadership, Finance, Business Process..., Analysis, Business Requirements, Investments, SDLC, Financial Services, Requirements Analysis, Asset Management, Business Process..., Financial Analysis, Management Consulting, Change Management, Process Improvement, PMO, Business Transformation, Business Strategy, PMP, Banking, Management, Managerial Finance, IT Strategy, Risk Management, Project Planning, Business Process, Project Portfolio..., Governance, Business Intelligence
Education
Ohio Northern University 1994 — 1998
B.S., Computer Science, Communications
John Gnospelius's J.P. Morgan Experience February 2009 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan February 2009 - Present
JP Morgan 2000 - 2008
Bank One 1998 - 2001
First Chicago 1997 - 2000
First Chicago 1995 - 1998
John Morton Company 1993 - 1995
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Strategic Management
Northwestern University 1987 — 1991
Applied Mathematics / Economics
JP Morgan February 2009 - Present
JP Morgan 2000 - 2008
Bank One 1998 - 2001
First Chicago 1997 - 2000
First Chicago 1995 - 1998
John Morton Company 1993 - 1995
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Strategic Management
Northwestern University 1987 — 1991
Applied Mathematics / Economics
Raquel Crayton's J.P. Morgan Experience 1990 - 1992
Job Marketing Strategist at ROQ Marketing Group
Industry Marketing and Advertising
Experience
ROQ Marketing Group August 2009 - Present
Johnson Publishing Company January 2002 - July 2009
Animal Fair Magazine 1999 - 2001
Taskmaster 1996 - 1999
Harlem Hospital Dance Clinic 1992 - 1995
JP Morgan 1990 - 1992
Skills
Marketing Strategy, Strategic Partnerships, Event Marketing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Marketing
Wesleyan University 1986 — 1990
History, Economics
ROQ Marketing Group August 2009 - Present
Johnson Publishing Company January 2002 - July 2009
Animal Fair Magazine 1999 - 2001
Taskmaster 1996 - 1999
Harlem Hospital Dance Clinic 1992 - 1995
JP Morgan 1990 - 1992
Skills
Marketing Strategy, Strategic Partnerships, Event Marketing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Marketing
Wesleyan University 1986 — 1990
History, Economics
Joseph Kleinwachter's J.P. Morgan Experience August 2003 - July 2004
Job Director, Loan Syndications at Associated Bank
Industry Banking
Experience
Associated Bank July 2013 - Present
RBS Global Banking & Markets March 2007 - July 2013
ABN AMRO July 2004 - March 2007
JP Morgan August 2003 - July 2004
Skills
Credit Analysis, Financial Analysis, Origination, Debt Capital Markets, Fixed Income Origination, Capital Structure..., Formal Credit Training, Interaction with..., Competitor Analysis, ABS, Private Placements, Loan Syndications, Investment Grade Bonds, High Yield Bonds, Kellogg MBA, Proposal Writing, Client Negotiations, Working in Deal Teams, Deadline Oriented, Transaction Execution, Documentation Review, Transaction Structuring, Presentation Development, Microsoft Office, Excel, Bloomberg, PowerPoint, Syndications, Capital Markets, Financial Structuring, Loans, Capital Structure, Competitive Analysis, Loan Origination, Training
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Entrepreneurship, and Management and Strategy
Benedictine University
BBA, Finance
Associated Bank July 2013 - Present
RBS Global Banking & Markets March 2007 - July 2013
ABN AMRO July 2004 - March 2007
JP Morgan August 2003 - July 2004
Skills
Credit Analysis, Financial Analysis, Origination, Debt Capital Markets, Fixed Income Origination, Capital Structure..., Formal Credit Training, Interaction with..., Competitor Analysis, ABS, Private Placements, Loan Syndications, Investment Grade Bonds, High Yield Bonds, Kellogg MBA, Proposal Writing, Client Negotiations, Working in Deal Teams, Deadline Oriented, Transaction Execution, Documentation Review, Transaction Structuring, Presentation Development, Microsoft Office, Excel, Bloomberg, PowerPoint, Syndications, Capital Markets, Financial Structuring, Loans, Capital Structure, Competitive Analysis, Loan Origination, Training
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Finance, Entrepreneurship, and Management and Strategy
Benedictine University
BBA, Finance
Enrico Caso's J.P. Morgan Experience June 1997 - June 2007
Job Independent Trader
Industry Investment Management
Experience
Caso Capital June 2007 - Present
JP Morgan June 1997 - June 2007
Skills
Derivatives, Trading, Equities, Fixed Income, Capital Markets, Financial Markets, Bonds, Options, Structured Products, Bloomberg, Interest Rate...
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, General
Vanderbilt University
Bachelor of Engineering (B.E.), Civil Engineering
Caso Capital June 2007 - Present
JP Morgan June 1997 - June 2007
Skills
Derivatives, Trading, Equities, Fixed Income, Capital Markets, Financial Markets, Bonds, Options, Structured Products, Bloomberg, Interest Rate...
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, General
Vanderbilt University
Bachelor of Engineering (B.E.), Civil Engineering
Matthew Wilfong's J.P. Morgan Experience May 2008 - November 2008
Job Owner at Wilfong Company
Industry Financial Services
Experience
Wilfong Company 2007 - Present
Perfect FHA a Bergin Financial Company December 2008 - February 2009
JP Morgan May 2008 - November 2008
Merrill Lynch (First Franklin Division) April 2005 - June 2008
First Franklin 2005 - 2008
US Bank 2002 - 2005
US Bank 2001 - 2005
Skills
Investments, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Real Estate, Credit, Refinance, FHA, Residential Mortgages, Commercial Lending, Credit Analysis, Sales, Underwriting, VA loans, VA Loans
Education
University of Toledo College of Law 2013 — 2015
Juris Doctorate, Law
Northern Kentucky University
Bachelor of Arts, Summa Cum Laude
Ohio University
Wilfong Company 2007 - Present
Perfect FHA a Bergin Financial Company December 2008 - February 2009
JP Morgan May 2008 - November 2008
Merrill Lynch (First Franklin Division) April 2005 - June 2008
First Franklin 2005 - 2008
US Bank 2002 - 2005
US Bank 2001 - 2005
Skills
Investments, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Real Estate, Credit, Refinance, FHA, Residential Mortgages, Commercial Lending, Credit Analysis, Sales, Underwriting, VA loans, VA Loans
Education
University of Toledo College of Law 2013 — 2015
Juris Doctorate, Law
Northern Kentucky University
Bachelor of Arts, Summa Cum Laude
Ohio University
Jon Egan's J.P. Morgan Experience September 1986 - October 1998
Job
Industry Real Estate
Experience
Sotheby's International Realty June 2008 - Present
Keller Williams Realty May 2006 - May 2008
JP Morgan September 1986 - October 1998
Education
Northeastern University
Finance
Sotheby's International Realty June 2008 - Present
Keller Williams Realty May 2006 - May 2008
JP Morgan September 1986 - October 1998
Education
Northeastern University
Finance
Bryan Bacon's J.P. Morgan Experience 2004 - 2011
Job Senior Vice President, Northern Trust
Industry Financial Services
Experience
Northern Trust 2011 - Present
JP Morgan 2004 - 2011
Bank One 1991 - 2004
American National Bank and Trust Company 1987 - 1991
Skills
Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Investments, Equities, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Series 7, Series 63
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Management
Wheaton College 1981 — 1985
BA, Econmics
Northern Trust 2011 - Present
JP Morgan 2004 - 2011
Bank One 1991 - 2004
American National Bank and Trust Company 1987 - 1991
Skills
Portfolio Management, Asset Management, Asset Allocation, Wealth Management, Investments, Equities, Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Series 7, Series 63
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA, Management
Wheaton College 1981 — 1985
BA, Econmics
Harish Pai's J.P. Morgan Experience June 2008 - Present
Job at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan June 2008 - Present
Bear, Stearns & Co. Inc. August 2004 - June 2008
divine / WHITTMANHART March 2001 - March 2004
American Pharmaceutical Partners 2002 - 2003
American Pharmaceutical Partners 2002 - 2003
Exel Logistics 2001 - 2002
Deluxe Media Services 2000 - 2002
Whittman-Hart / marchFIRST July 1997 - March 2001
Charles Levy Circulating 1999 - 2000
Littelfuse 1997 - 1998
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance
University of Mysore 1989 — 1993
Bachelor of Engineering, Electronics
National Public School 1985 — 1989
Eastwood School
JP Morgan June 2008 - Present
Bear, Stearns & Co. Inc. August 2004 - June 2008
divine / WHITTMANHART March 2001 - March 2004
American Pharmaceutical Partners 2002 - 2003
American Pharmaceutical Partners 2002 - 2003
Exel Logistics 2001 - 2002
Deluxe Media Services 2000 - 2002
Whittman-Hart / marchFIRST July 1997 - March 2001
Charles Levy Circulating 1999 - 2000
Littelfuse 1997 - 1998
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance
University of Mysore 1989 — 1993
Bachelor of Engineering, Electronics
National Public School 1985 — 1989
Eastwood School
Alejandro Vollbrechthausen's J.P. Morgan Experience 1996 - 2001
Job MD
Industry Financial Services
Experience
Goldman Sachs March 2001 - Present
JP Morgan 1996 - 2001
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Universidad Anáhuac
Goldman Sachs March 2001 - Present
JP Morgan 1996 - 2001
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Universidad Anáhuac
Jason Earnheart's J.P. Morgan Experience November 2007 - December 2009
Job SVP Origination at EDF Trading
Industry Oil & Energy
Experience
EDF Trading October 2013 - Present
EDF Trading January 2010 - October 2013
JP Morgan November 2007 - December 2009
Williams April 2006 - November 2007
Williams March 2005 - April 2006
Williams March 2001 - March 2005
Williams January 2000 - March 2001
Skills
Energy, Commodity Markets, Energy Markets, Trading, Natural Gas, Risk Management, Commodity, Hedging, Financial Modeling, Renewable Energy
Education
Oklahoma State University 1995 — 1999
BS, General Business
EDF Trading October 2013 - Present
EDF Trading January 2010 - October 2013
JP Morgan November 2007 - December 2009
Williams April 2006 - November 2007
Williams March 2005 - April 2006
Williams March 2001 - March 2005
Williams January 2000 - March 2001
Skills
Energy, Commodity Markets, Energy Markets, Trading, Natural Gas, Risk Management, Commodity, Hedging, Financial Modeling, Renewable Energy
Education
Oklahoma State University 1995 — 1999
BS, General Business
Richard Hehman's J.P. Morgan Experience 2000 - 2001
Job Experienced Financial Executive
Industry Financial Services
Experience
Quantum Risk Technologies 2006 - Present
Lockwood Development 2001 - 2006
JP Morgan 2000 - 2001
Merrill Lynch 1998 - 2000
Donaldson, Lufkin & Jenrette 1990 - 1998
Education
Northwestern University
BS, Industrial Engineering
University of Pennsylvania - The Wharton School
MBA, Accounting and Finance
Quantum Risk Technologies 2006 - Present
Lockwood Development 2001 - 2006
JP Morgan 2000 - 2001
Merrill Lynch 1998 - 2000
Donaldson, Lufkin & Jenrette 1990 - 1998
Education
Northwestern University
BS, Industrial Engineering
University of Pennsylvania - The Wharton School
MBA, Accounting and Finance
Wally Theado's J.P. Morgan Experience February 2008 - Present
Job Portfolio Manager at JP Morgan
Industry Investment Banking
Experience
JP Morgan February 2008 - Present
Morgan Stanley July 2006 - February 2008
Education
Ohio University 2008 — 2009
Master of Financial Economics
Otterbein University 2001 — 2006
JP Morgan February 2008 - Present
Morgan Stanley July 2006 - February 2008
Education
Ohio University 2008 — 2009
Master of Financial Economics
Otterbein University 2001 — 2006
John Montgomery's J.P. Morgan Experience 1998 - 2001
Job Portfolio Strategist at Westfield Capital Management
Industry Investment Management
Experience
Westfield Capital Management Managing Director - EquitiesLehman Brothers2001 - 2006
JP Morgan 1998 - 2001
Morgan Stanley 1994 - 1998
Procter & Gamble 1987 - 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM, Finance, Accounting
Trinity College-Hartford 1983 — 1987
BA, Economics
Westfield Capital Management Managing Director - EquitiesLehman Brothers2001 - 2006
JP Morgan 1998 - 2001
Morgan Stanley 1994 - 1998
Procter & Gamble 1987 - 1992
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM, Finance, Accounting
Trinity College-Hartford 1983 — 1987
BA, Economics
Barton Crockett's J.P. Morgan Experience 2000 - January 2009
Job SVP, Sr Research Analyst at FBR Capital Markets
Industry Financial Services
Experience
FBR Capital Markets October 2013 - Present
Lazard Capital Markets January 2009 - October 2013
JP Morgan 2000 - January 2009
Hambrecht & Quist 1999 - 2000
MSNBC 1996 - 1999
American Banker 1992 - 1996
Network World 1988 - 1992
InformationWeek 1987 - 1988
Skills
Equity Research, Financial Modeling, Equities, Series 7, Valuation, Investments, Financial Analysis, Hedge Funds
Education
Northwestern University 1983 — 1987
Bachelor of Arts, English
FBR Capital Markets October 2013 - Present
Lazard Capital Markets January 2009 - October 2013
JP Morgan 2000 - January 2009
Hambrecht & Quist 1999 - 2000
MSNBC 1996 - 1999
American Banker 1992 - 1996
Network World 1988 - 1992
InformationWeek 1987 - 1988
Skills
Equity Research, Financial Modeling, Equities, Series 7, Valuation, Investments, Financial Analysis, Hedge Funds
Education
Northwestern University 1983 — 1987
Bachelor of Arts, English
Joseph Lisack's J.P. Morgan Experience September 2010 - Present
Job Vice President ABS Conduits at JP Morgan
Industry Financial Services
Experience
JP Morgan September 2010 - Present
JPMorgan Chase November 2006 - September 2010
Fortress Investment Group-Drawbridge Fund November 2005 - November 2006
Wells Fargo Business Credit, Inc. 1997 - 2005
Skills
Credit Analysis, Loans, Portfolio Management, Structured Finance, Credit Risk, Underwriting, Asset Based Lending, Asset Management, Commercial Banking, Credit, Securitization, Investments, Commercial Lending, Financial Analysis, Banking
Education
Northern Arizona University-The W. A. Franke College of Business
University of Phoenix
MBA, Business Administration
ETHS
JP Morgan September 2010 - Present
JPMorgan Chase November 2006 - September 2010
Fortress Investment Group-Drawbridge Fund November 2005 - November 2006
Wells Fargo Business Credit, Inc. 1997 - 2005
Skills
Credit Analysis, Loans, Portfolio Management, Structured Finance, Credit Risk, Underwriting, Asset Based Lending, Asset Management, Commercial Banking, Credit, Securitization, Investments, Commercial Lending, Financial Analysis, Banking
Education
Northern Arizona University-The W. A. Franke College of Business
University of Phoenix
MBA, Business Administration
ETHS
Sandra Brinkert's J.P. Morgan Experience May 1998 - June 2004
Job Public finance credit specialist
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2008 - Present
Banc of America Securities 2008 - 2009
ACA Capital Access 2007 - 2008
Ambac June 2004 - March 2007
JP Morgan May 1998 - June 2004
Commerzbank AG 1995 - 1998
Skills
Credit Analysis
Education
The University of Chicago 1985 — 1989
Northwestern University 1980 — 1984
BA, Economics
Bank of America Merrill Lynch August 2008 - Present
Banc of America Securities 2008 - 2009
ACA Capital Access 2007 - 2008
Ambac June 2004 - March 2007
JP Morgan May 1998 - June 2004
Commerzbank AG 1995 - 1998
Skills
Credit Analysis
Education
The University of Chicago 1985 — 1989
Northwestern University 1980 — 1984
BA, Economics
Susan L. Evans's J.P. Morgan Experience 2009 - 2009
Job Chief Operating Officer / Senior Asset Management Ops Risk & Business Management Leader
Industry Financial Services
Experience
Madison Consulting Group 2014 - Present
New York Life Insurance Company 2012 - 2014
New York Life Investment Management 2011 - 2012
Madison Square Investors, LLC / New York Life Insurance Company 2009 - 2011
JP Morgan 2009 - 2009
Bear Stearns 2007 - 2009
Deutsche Asset Management 1989 - 2007
Bankers Trust 1989 - 1998
Skills
Securities, Asset Management, Investment Management, Asset Managment, Management, Financial Services, Operational Risk, Hedge Funds, Equities, Technology Management, Strategy, Restructuring, Portfolio Management, Performance Measurement, Process Redesign, Bloomberg, Wealth Management, Leadership, Derivatives, Trading, Fixed Income, Outsourcing, Alternative Investments, Project Management, Valuation, Investments, Investment Strategies, Capital Markets, Mutual Funds, Operations Management, Budget Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Strategy and Finance
Vanderbilt University
BS, Math
Madison Consulting Group 2014 - Present
New York Life Insurance Company 2012 - 2014
New York Life Investment Management 2011 - 2012
Madison Square Investors, LLC / New York Life Insurance Company 2009 - 2011
JP Morgan 2009 - 2009
Bear Stearns 2007 - 2009
Deutsche Asset Management 1989 - 2007
Bankers Trust 1989 - 1998
Skills
Securities, Asset Management, Investment Management, Asset Managment, Management, Financial Services, Operational Risk, Hedge Funds, Equities, Technology Management, Strategy, Restructuring, Portfolio Management, Performance Measurement, Process Redesign, Bloomberg, Wealth Management, Leadership, Derivatives, Trading, Fixed Income, Outsourcing, Alternative Investments, Project Management, Valuation, Investments, Investment Strategies, Capital Markets, Mutual Funds, Operations Management, Budget Management
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Strategy and Finance
Vanderbilt University
BS, Math
Robert Grubelic's J.P. Morgan Experience June 2008 - Present
Job Executive Director JPMorgan Chase
Industry Financial Services
Experience
JP Morgan June 2008 - Present
JP Morgan Chase 2008 - Present
Bear Stearns February 1991 - June 2008
Timber Hill September 1986 - February 1991
Skills
Market Data, Low Latency, Wombat, RMDS, Trading Systems, Electronic Trading, Exchange Connectivity, Financial Markets, Reference Data, Trading System, Bloomberg, Vendor Management, High Frequency Trading, Redline, Solace, Endace, Corvil, Reuters, Infodyne, Skyler
Education
New York University - Polytechnic School of Engineering 1982 — 1986
JP Morgan June 2008 - Present
JP Morgan Chase 2008 - Present
Bear Stearns February 1991 - June 2008
Timber Hill September 1986 - February 1991
Skills
Market Data, Low Latency, Wombat, RMDS, Trading Systems, Electronic Trading, Exchange Connectivity, Financial Markets, Reference Data, Trading System, Bloomberg, Vendor Management, High Frequency Trading, Redline, Solace, Endace, Corvil, Reuters, Infodyne, Skyler
Education
New York University - Polytechnic School of Engineering 1982 — 1986
Sai Vennamaneni, CISSP, CRISC's J.P. Morgan Experience December 2014 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
MetLife October 2009 - November 2014
Barclaycard US March 2008 - October 2009
Capgemini September 2007 - February 2008
JP Morgan May 2006 - September 2007
Citigroup September 2005 - May 2006
Ernst & Young January 2005 - September 2005
CA-TCG Software Limited August 2003 - December 2004
Sify or EAP Global or eAlcatraz Consulting January 2001 - August 2003
Satyam Computer Services August 1997 - June 2000
Skills
Information Security, Risk Management, Information Technology, Information Security..., CISA, Enterprise Risk..., Financial Risk, CISSP, Business Continuity, Sarbanes-Oxley Act, Operational Risk..., Risk Assessment, Vulnerability Assessment, IT Audit, Identity Management, Security, Cloud Computing, COBIT, ISO 27001
Education
Osmania University 1997 — 2000
Bachelors
C.R Reddy Engineering College 1994 — 1997
Engineering
public school 1983 — 1994
High School
J.P. Morgan December 2014 - Present
MetLife October 2009 - November 2014
Barclaycard US March 2008 - October 2009
Capgemini September 2007 - February 2008
JP Morgan May 2006 - September 2007
Citigroup September 2005 - May 2006
Ernst & Young January 2005 - September 2005
CA-TCG Software Limited August 2003 - December 2004
Sify or EAP Global or eAlcatraz Consulting January 2001 - August 2003
Satyam Computer Services August 1997 - June 2000
Skills
Information Security, Risk Management, Information Technology, Information Security..., CISA, Enterprise Risk..., Financial Risk, CISSP, Business Continuity, Sarbanes-Oxley Act, Operational Risk..., Risk Assessment, Vulnerability Assessment, IT Audit, Identity Management, Security, Cloud Computing, COBIT, ISO 27001
Education
Osmania University 1997 — 2000
Bachelors
C.R Reddy Engineering College 1994 — 1997
Engineering
public school 1983 — 1994
High School
Rocque Lipford's J.P. Morgan Experience 2004 - Present
Job Managing Director at JPMorgan Securities
Industry Investment Banking
Experience
JP Morgan 2004 - Present
Goldman Sachs 2000 - 2004
Lehman Brothers 1997 - 2000
Wasserstein Perella 1992 - 1994
Nuveen Investments 1991 - 1992
Education
Northwestern University - Kellogg School of Management
MBA, Management & Strategy, Finance, Accounting
University of Michigan
BA, Economics
JP Morgan 2004 - Present
Goldman Sachs 2000 - 2004
Lehman Brothers 1997 - 2000
Wasserstein Perella 1992 - 1994
Nuveen Investments 1991 - 1992
Education
Northwestern University - Kellogg School of Management
MBA, Management & Strategy, Finance, Accounting
University of Michigan
BA, Economics
James Kroner's J.P. Morgan Experience January 1999 - December 2000
Job Independent Director at EMPLOYERS
Industry Financial Services
Experience
EMPLOYERS September 2013 - Present
Gray Fox Capital August 2007 - Present
United America Indemnity August 2007 - June 2012
Terra Industries March 2006 - April 2010
Endurance Specialty Holdings Ltd. January 2002 - December 2005
Fox Paine January 2000 - December 2001
JP Morgan January 1999 - December 2000
American Reinsurance Company 1995 - 1997
Standard & Poor's 1987 - 1989
Skills
Asset Management, Management Consulting, Investment Banking, Investments, Due Diligence, Alternative Investments, Venture Capital, Financial Services, Business Strategy, Management, Equities, Financial Analysis, Securities Regulation, Mergers & Acquisitions, Hedge Funds, Risk Management, Strategy, Strategic Planning, Leadership, Enterprise Risk..., Corporate Governance, Financial Modeling, Private Equity, Corporate Finance, Insurance, Corporate Law, Finance, Capital Markets, Valuation, Securities, Portfolio Management, Fixed Income, Restructuring, Corporate Development, Financial Risk, Structured Finance, Bonds, Financial Structuring, Credit Analysis, Executive Management, Economics, IPO
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Management
Northwestern University 1979 — 1983
BA, Political Science
EMPLOYERS September 2013 - Present
Gray Fox Capital August 2007 - Present
United America Indemnity August 2007 - June 2012
Terra Industries March 2006 - April 2010
Endurance Specialty Holdings Ltd. January 2002 - December 2005
Fox Paine January 2000 - December 2001
JP Morgan January 1999 - December 2000
American Reinsurance Company 1995 - 1997
Standard & Poor's 1987 - 1989
Skills
Asset Management, Management Consulting, Investment Banking, Investments, Due Diligence, Alternative Investments, Venture Capital, Financial Services, Business Strategy, Management, Equities, Financial Analysis, Securities Regulation, Mergers & Acquisitions, Hedge Funds, Risk Management, Strategy, Strategic Planning, Leadership, Enterprise Risk..., Corporate Governance, Financial Modeling, Private Equity, Corporate Finance, Insurance, Corporate Law, Finance, Capital Markets, Valuation, Securities, Portfolio Management, Fixed Income, Restructuring, Corporate Development, Financial Risk, Structured Finance, Bonds, Financial Structuring, Credit Analysis, Executive Management, Economics, IPO
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Management
Northwestern University 1979 — 1983
BA, Political Science
David R. Boles's J.P. Morgan Experience April 2009 - Present
Job Managing Director at JP Morgan
Industry Investment Management
Experience
JP Morgan April 2009 - Present
Goldman Sachs August 1985 - April 2009
Skills
Hedge Funds, Alternative Investments, Investments, Private Equity, Estate Planning, Equities, Investment Management, Fixed Income, Investment Advisory, Capital Markets, Securities, Asset Managment
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Business Administration (MBA)
Princeton University 1977 — 1981
BA, Economics
JP Morgan April 2009 - Present
Goldman Sachs August 1985 - April 2009
Skills
Hedge Funds, Alternative Investments, Investments, Private Equity, Estate Planning, Equities, Investment Management, Fixed Income, Investment Advisory, Capital Markets, Securities, Asset Managment
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Business Administration (MBA)
Princeton University 1977 — 1981
BA, Economics
Mahindra Maharaj's J.P. Morgan Experience 1986 - 1990
Job SVP at Benfield Inc
Industry Insurance
Experience
Benfield Inc SVPWillis Re2006 - 2007
Zurich Re 1998 - 2006
Converium 1998 - 2006
JP Morgan 1986 - 1990
Education
New York University School of Law 1994 — 1995
SUNY Buffalo Law School 1990 — 1993
JD, Law
Benfield Inc SVPWillis Re2006 - 2007
Zurich Re 1998 - 2006
Converium 1998 - 2006
JP Morgan 1986 - 1990
Education
New York University School of Law 1994 — 1995
SUNY Buffalo Law School 1990 — 1993
JD, Law
Madhukar Boinpalli's J.P. Morgan Experience June 2007 - Present
Job Vice President
Industry Investment Banking
Experience
JP Morgan June 2007 - Present
HP Software June 2005 - June 2007
Virtusa September 2003 - May 2005
Cordys (formerly Vanenburg) August 2000 - September 2003
Skills
jQuery, AJAX, JavaScript, JSON, RESTful WebServices, Flex, ASP.NET, C#, Java, Spring, Oracle, Microsoft SQL Server, Web Applications, J2EE Application..., Java Enterprise Edition, Hibernate, SOA
Education
Osmania University 1996 — 1999
Masters in Computer Applications, Computer Science
Osmania University 1993 — 1996
Bachelor of Science (B.Sc.), Mathematics
JP Morgan June 2007 - Present
HP Software June 2005 - June 2007
Virtusa September 2003 - May 2005
Cordys (formerly Vanenburg) August 2000 - September 2003
Skills
jQuery, AJAX, JavaScript, JSON, RESTful WebServices, Flex, ASP.NET, C#, Java, Spring, Oracle, Microsoft SQL Server, Web Applications, J2EE Application..., Java Enterprise Edition, Hibernate, SOA
Education
Osmania University 1996 — 1999
Masters in Computer Applications, Computer Science
Osmania University 1993 — 1996
Bachelor of Science (B.Sc.), Mathematics
Amanda Montgomery's J.P. Morgan Experience 1989 - 1991
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank February 2000 - Present
UBS investment bank 2000 - 2009
Lehman Brothers Bank July 1997 - January 2000
BHF-BANK 1995 - 1997
Credit Suisse 1991 - 1995
JP Morgan 1989 - 1991
JP Morgan 1989 - 1991
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
Skills
Investment Banking, Loans, Risk Management, High Yield, Leveraged Finance, Capital Markets, Management, Hedge Funds, Capital Structure, Fixed Income, Private Equity, Derivatives
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MBA, Finance and Accounting
University of Richmond - Robins School of Business 1982 — 1986
BS, Finance
Staples High School
UBS Investment Bank February 2000 - Present
UBS investment bank 2000 - 2009
Lehman Brothers Bank July 1997 - January 2000
BHF-BANK 1995 - 1997
Credit Suisse 1991 - 1995
JP Morgan 1989 - 1991
JP Morgan 1989 - 1991
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
CIGNA Insurance 1986 - 1988
Skills
Investment Banking, Loans, Risk Management, High Yield, Leveraged Finance, Capital Markets, Management, Hedge Funds, Capital Structure, Fixed Income, Private Equity, Derivatives
Education
Northwestern University - Kellogg School of Management 1988 — 1989
MBA, Finance and Accounting
University of Richmond - Robins School of Business 1982 — 1986
BS, Finance
Staples High School
Krish Wanniyasekaram's J.P. Morgan Experience September 2007 - April 2010
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2012 - Present
Bank of America Merrill Lynch April 2010 - June 2012
JP Morgan September 2007 - April 2010
SS&C Technologies Inc. April 1996 - August 2007
Skills
Fixed Income, Business Intelligence, Financial Services, Hedge Funds, Prime Brokerage, Equities
Education
Northeastern University 1991 — 1995
BA, Economics
Deutsche Bank June 2012 - Present
Bank of America Merrill Lynch April 2010 - June 2012
JP Morgan September 2007 - April 2010
SS&C Technologies Inc. April 1996 - August 2007
Skills
Fixed Income, Business Intelligence, Financial Services, Hedge Funds, Prime Brokerage, Equities
Education
Northeastern University 1991 — 1995
BA, Economics
Katherine Floyd's J.P. Morgan Experience 2005 - 2008
Job Director of Strategic Research & Annual Funds at University of Chicago Medical Center
Industry Fund-Raising
Experience
University of Chicago Medicine April 2012 - Present
University of Chicago Medical Center 2009 - April 2012
JP Morgan 2005 - 2008
JP Morgan Chase 2003 - 2005
JP Morgan Chase 2002 - 2003
JP Morgan Chase 1997 - 2002
JP Morgan Chase 1995 - 1997
Mark Twain Bank 1984 - 1995
Skills
Customer Relations, Budgeting, Event Management, Strategic Planning, Financial Analysis, Budgets
Education
Northwestern University - Kellogg School of Management 1981 — 1984
MM, Accounting, Finance
Washington University in St. Louis 1974 — 1977
AB, History and Anthropology
University of Chicago Medicine April 2012 - Present
University of Chicago Medical Center 2009 - April 2012
JP Morgan 2005 - 2008
JP Morgan Chase 2003 - 2005
JP Morgan Chase 2002 - 2003
JP Morgan Chase 1997 - 2002
JP Morgan Chase 1995 - 1997
Mark Twain Bank 1984 - 1995
Skills
Customer Relations, Budgeting, Event Management, Strategic Planning, Financial Analysis, Budgets
Education
Northwestern University - Kellogg School of Management 1981 — 1984
MM, Accounting, Finance
Washington University in St. Louis 1974 — 1977
AB, History and Anthropology
Scott Hynes's J.P. Morgan Experience 2007 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JP Morgan 2007 - Present
Kekst and Company 2006 - 2007
Quinn Gillespie & Associates 2000 - 2005
The White House 1999 - 2000
The White House, Office of the Vice President 1997 - 1999
Clinton-Gore Campaign 1996 - 1996
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2005
Master of Business Administration (MBA), Finance, General
Ohio University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
JP Morgan 2007 - Present
Kekst and Company 2006 - 2007
Quinn Gillespie & Associates 2000 - 2005
The White House 1999 - 2000
The White House, Office of the Vice President 1997 - 1999
Clinton-Gore Campaign 1996 - 1996
Education
University of Maryland - Robert H. Smith School of Business 2002 — 2005
Master of Business Administration (MBA), Finance, General
Ohio University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Melina Audinelle's J.P. Morgan Experience July 2003 - May 2008
Job Director at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities April 2014 - Present
Challenger Capital Group 2009 - Present
JP Morgan July 2003 - May 2008
Citigroup July 2000 - July 2003
Skills
Mergers, Investment Banking, Valuation, Corporate Finance, Capital Markets, Financial Analysis, Financial Modeling, Strategic Advisory, Private Equity, Leveraged Finance, Emerging Markets, Fixed Income
Education
Northwestern University 1996 — 2000
Bachelor of Arts, Economics & International Studies
Fifth Third Securities April 2014 - Present
Challenger Capital Group 2009 - Present
JP Morgan July 2003 - May 2008
Citigroup July 2000 - July 2003
Skills
Mergers, Investment Banking, Valuation, Corporate Finance, Capital Markets, Financial Analysis, Financial Modeling, Strategic Advisory, Private Equity, Leveraged Finance, Emerging Markets, Fixed Income
Education
Northwestern University 1996 — 2000
Bachelor of Arts, Economics & International Studies
Bill Hendricks's J.P. Morgan Experience 1992 - 2006
Job Vice President at GE Capital
Industry Financial Services
Experience
GE Capital August 2006 - Present
JP Morgan 1992 - 2006
Skills
Investment Banking, Portfolio Management, Capital Markets, Fixed Income, Credit Analysis, Credit Risk, Valuation, Leveraged Finance, Corporate Finance, Financial Modeling, Structured Finance, Banking, Securitization
Education
Northwestern University - Kellogg School of Management 1997 — 1999
M.M., Finance and Marketing
Northwestern University 1988 — 1992
B.A. Economics
Loyola Academy 1984 — 1988
St. Hilary Grammar School Chicago 1977 — 1984
GE Capital August 2006 - Present
JP Morgan 1992 - 2006
Skills
Investment Banking, Portfolio Management, Capital Markets, Fixed Income, Credit Analysis, Credit Risk, Valuation, Leveraged Finance, Corporate Finance, Financial Modeling, Structured Finance, Banking, Securitization
Education
Northwestern University - Kellogg School of Management 1997 — 1999
M.M., Finance and Marketing
Northwestern University 1988 — 1992
B.A. Economics
Loyola Academy 1984 — 1988
St. Hilary Grammar School Chicago 1977 — 1984
Pearl (Pearl O'Rourke) Percy's J.P. Morgan Experience June 2006 - June 2010
Job Vice President of Corporate Development at Nordstrom
Industry Retail
Experience
Nordstrom September 2014 - Present
The Clorox Company June 2011 - August 2014
The Walt Disney Company June 2010 - June 2011
JP Morgan June 2006 - June 2010
Lazard Freres & Co. May 2004 - May 2006
Banc of America Investments 2003 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Business Strategy, Emerging Markets, Business Development, Corporate Development, Product Development, Finance, Strategic Partnerships, Process Improvement, Forecasting, Analytics, Mergers & Acquisitions, Competitive Analysis, Marketing, Strategy, Market Research, Inspiring Leadership, Financial Analysis, Product Marketing, Venture Capital, Brand Management, Strategic Planning, Customer Insight, Management Consulting, Capital Markets, Marketing Strategy, Mergers, Product Management, Acquisition Integration, Start-ups, Management, Product Innovation, Cross-functional Team..., Segmentation, Corporate Finance, Corporate Strategy..., Leadership, Exceptional People..., Investments, Entrepreneurship, M&A experience, Consumer Products
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA
Northwestern University School of Law 2000 — 2003
JD
Northwestern University 1992 — 1996
BA, Mathematics, Sociology
Nordstrom September 2014 - Present
The Clorox Company June 2011 - August 2014
The Walt Disney Company June 2010 - June 2011
JP Morgan June 2006 - June 2010
Lazard Freres & Co. May 2004 - May 2006
Banc of America Investments 2003 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Business Strategy, Emerging Markets, Business Development, Corporate Development, Product Development, Finance, Strategic Partnerships, Process Improvement, Forecasting, Analytics, Mergers & Acquisitions, Competitive Analysis, Marketing, Strategy, Market Research, Inspiring Leadership, Financial Analysis, Product Marketing, Venture Capital, Brand Management, Strategic Planning, Customer Insight, Management Consulting, Capital Markets, Marketing Strategy, Mergers, Product Management, Acquisition Integration, Start-ups, Management, Product Innovation, Cross-functional Team..., Segmentation, Corporate Finance, Corporate Strategy..., Leadership, Exceptional People..., Investments, Entrepreneurship, M&A experience, Consumer Products
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA
Northwestern University School of Law 2000 — 2003
JD
Northwestern University 1992 — 1996
BA, Mathematics, Sociology
brent trefz's J.P. Morgan Experience April 2007 - September 2014
Job Head of Physical Natural Gas Trading for the US and Mexico
Industry Oil & Energy
Experience
Mercuria Energy America, Inc October 2014 - Present
JP Morgan April 2007 - September 2014
Sequent Energy Management 2003 - 2007
Duke Energy Corporation 2001 - 2003
Dynegy 1999 - 2001
Skills
Commodity Markets, Hedging, Commodity, Derivatives, Natural Gas, Trading, Swaps, Market Risk, Energy Markets, Valuation, Proprietary Trading, Commodity Risk..., Energy, Financial Structuring, Options, Financial Modeling, Trading Systems, Risk Management
Education
Oklahoma State University 1994 — 1999
BS
Mercuria Energy America, Inc October 2014 - Present
JP Morgan April 2007 - September 2014
Sequent Energy Management 2003 - 2007
Duke Energy Corporation 2001 - 2003
Dynegy 1999 - 2001
Skills
Commodity Markets, Hedging, Commodity, Derivatives, Natural Gas, Trading, Swaps, Market Risk, Energy Markets, Valuation, Proprietary Trading, Commodity Risk..., Energy, Financial Structuring, Options, Financial Modeling, Trading Systems, Risk Management
Education
Oklahoma State University 1994 — 1999
BS
Devin Patterson's J.P. Morgan Experience May 2006 - December 2008
Job Statistical Reports Supervisor at Federal Reserve Bank of Chicago | MBA Candidate at the University of Chicago (Booth)
Industry Banking
Experience
Federal Reserve Bank of Chicago May 2013 - Present
Federal Reserve Bank of Chicago January 2010 - May 2013
JP Morgan May 2006 - December 2008
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategic Management
Northwestern University 2000 — 2004
B.A., Economics
Federal Reserve Bank of Chicago May 2013 - Present
Federal Reserve Bank of Chicago January 2010 - May 2013
JP Morgan May 2006 - December 2008
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, Strategic Management
Northwestern University 2000 — 2004
B.A., Economics
Jerry van Koolbergen's J.P. Morgan Experience June 1998 - June 2006
Job Managing Director, US & European Structured Credit
Industry Financial Services
Experience
DBRS November 2008 - Present
Morgan Stanley June 2006 - December 2006
JP Morgan June 1998 - June 2006
Skills
Structured Finance, CDO, Derivatives, Structured Products, Financial Structuring, Ratings, Credit, Fixed Income, CLO, SME sector, Restructuring, ABCP, Capital Calls, Middle Market, Trade Finance, Finance, Loans, Loan Origination, Capital Markets, Trading, Investment Banking, Hedge Funds, Private Equity, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Northwestern University 1988 — 1993
BS, Electrical Engineering
Northwestern University 1988 — 1993
BMusic, Piano Performance
Bergen Catholic High School 1984 — 1988
DBRS November 2008 - Present
Morgan Stanley June 2006 - December 2006
JP Morgan June 1998 - June 2006
Skills
Structured Finance, CDO, Derivatives, Structured Products, Financial Structuring, Ratings, Credit, Fixed Income, CLO, SME sector, Restructuring, ABCP, Capital Calls, Middle Market, Trade Finance, Finance, Loans, Loan Origination, Capital Markets, Trading, Investment Banking, Hedge Funds, Private Equity, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Northwestern University 1988 — 1993
BS, Electrical Engineering
Northwestern University 1988 — 1993
BMusic, Piano Performance
Bergen Catholic High School 1984 — 1988
Kerry Burke's J.P. Morgan Experience July 2008 - July 2012
Job Associate at Evercore
Industry Financial Services
Experience
Evercore August 2014 - Present
Evercore June 2013 - August 2013
JP Morgan July 2008 - July 2012
Skills
Strategy, Financial Services, Capital Markets, Investment Banking, Wealth Management, Asset Allocation, Financial Analysis, Mutual Funds
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Management & Organization
Northwestern University 2004 — 2008
Bachelor's Degree, Communication Studies, Political Science
The Chapin School
Evercore August 2014 - Present
Evercore June 2013 - August 2013
JP Morgan July 2008 - July 2012
Skills
Strategy, Financial Services, Capital Markets, Investment Banking, Wealth Management, Asset Allocation, Financial Analysis, Mutual Funds
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Management & Organization
Northwestern University 2004 — 2008
Bachelor's Degree, Communication Studies, Political Science
The Chapin School
Melissa Moyal's J.P. Morgan Experience May 2007 - Present
Job Supervisory Analyst Manager, Equity/Credit Research, J.P. Morgan, New York, NY
Industry Research
Jennifer Balestrery's J.P. Morgan Experience January 2009 - Present
Job Banker at JP Morgan
Industry Banking
Experience
JP Morgan January 2009 - Present
Barclays Capital 1999 - 2008
J P Morgan 1994 - 1999
First Chicago Corp. 1990 - 1994
Skills
Financial Services, Investment Advisory, Fixed Income, FX Options, Equities, Sales, Foreign Exchange, Hedge Funds, Investments, Relationship Management, Commodity, Prime Brokerage, Financial Modeling, Strategic Financial..., Alternative Investments, Structured Products, Business Development, Finance, Swaps, Investor Relations, Electronic Trading, Investment Banking, Interest Rate..., Private Equity, Investment Management, Market Data, Credit, Investment Strategies, Equity Derivatives, Bloomberg, High Yield, Valuation, Corporate Finance, Mergers, Mergers & Acquisitions, Capital Markets, Asset Allocation, Mutual Funds, Series 7, Financial Institutions, Equity Research, Wealth Management, Securities, Options, Series 24, Due Diligence, Financial Markets, Bonds, Structured Finance, Trading
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance, Marketing
Wellesley College 1986 — 1990
BA, Economics, Spanish
JP Morgan January 2009 - Present
Barclays Capital 1999 - 2008
J P Morgan 1994 - 1999
First Chicago Corp. 1990 - 1994
Skills
Financial Services, Investment Advisory, Fixed Income, FX Options, Equities, Sales, Foreign Exchange, Hedge Funds, Investments, Relationship Management, Commodity, Prime Brokerage, Financial Modeling, Strategic Financial..., Alternative Investments, Structured Products, Business Development, Finance, Swaps, Investor Relations, Electronic Trading, Investment Banking, Interest Rate..., Private Equity, Investment Management, Market Data, Credit, Investment Strategies, Equity Derivatives, Bloomberg, High Yield, Valuation, Corporate Finance, Mergers, Mergers & Acquisitions, Capital Markets, Asset Allocation, Mutual Funds, Series 7, Financial Institutions, Equity Research, Wealth Management, Securities, Options, Series 24, Due Diligence, Financial Markets, Bonds, Structured Finance, Trading
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, Finance, Marketing
Wellesley College 1986 — 1990
BA, Economics, Spanish
Adam Aburub's J.P. Morgan Experience 2002 - 2004
Job Managing Director at NuTek Solutions
Industry Financial Services
Experience
NuTek Solutions Data Arch ConsultantJohnson & Johnson2008 - 2008
JP Morgan 2002 - 2004
Merrill Lynch Investment Managers 1997 - 2001
Merril Lynch 1997 - 2000
Education
Oklahoma State University 1983 — 1987
BS, Management Science and Computer Systems
NuTek Solutions Data Arch ConsultantJohnson & Johnson2008 - 2008
JP Morgan 2002 - 2004
Merrill Lynch Investment Managers 1997 - 2001
Merril Lynch 1997 - 2000
Education
Oklahoma State University 1983 — 1987
BS, Management Science and Computer Systems
Lawrence Pasakarnis's J.P. Morgan Experience August 2005 - September 2008
Job Network Administrator at Synergy Institute
Industry Information Technology and Services
Experience
Synergy Institute September 2008 - Present
JP Morgan August 2005 - September 2008
J.P. Morgan March 1999 - August 2005
Gladson and Associates 1996 - 1999
Skills
Disaster Recovery, Databases, Windows, Information Technology, Risk Management, Project Management, Business Analysis, Business Continuity, Program Management, Change Management, ITIL, Vendor Management, Banking, SDLC, Process Improvement, Incident Management, Trading Systems
Education
North Central College
BS, Computer Science
Synergy Institute September 2008 - Present
JP Morgan August 2005 - September 2008
J.P. Morgan March 1999 - August 2005
Gladson and Associates 1996 - 1999
Skills
Disaster Recovery, Databases, Windows, Information Technology, Risk Management, Project Management, Business Analysis, Business Continuity, Program Management, Change Management, ITIL, Vendor Management, Banking, SDLC, Process Improvement, Incident Management, Trading Systems
Education
North Central College
BS, Computer Science
Shannon Jenkins's J.P. Morgan Experience December 2009 - December 2009
Job Executive Assistant to the Director's Office at Dallas Museum of Art
Industry Events Services
Experience
Dallas Museum of Art October 2013 - Present
Hakim Sons Films January 2013 - October 2013
Texas Rangers Baseball Club February 2010 - October 2012
JP Morgan December 2009 - December 2009
Texas Rangers Baseball Club April 2009 - November 2009
Dallas Modern Luxury/ Dallas Brides March 2009 - April 2009
Macfarlan Capital Partners January 2009 - April 2009
TheatreOCU September 2008 - November 2008
Larrwell Productions May 2007 - August 2008
OCU Office of Admissions August 2007 - May 2008
Skills
Social Media, Event Planning, Advertising, Event Management, Weddings, Wedding Videos, Relationship Management, Vendor Relationships, Manage Client..., Facebook, Management, Sales, Entertainment, Team Building, Sports Marketing, Budgets, Customer Service, Video, Retail, PowerPoint, Online Advertising, Coaching, Sports, Sponsorship, Social Media Marketing, Public Relations, Marketing, Social Networking
Education
Oklahoma City University 2004 — 2008
Bachelor of Arts, Theater, Minor: History
Highland Park High School 2000 — 2004
Dallas Museum of Art October 2013 - Present
Hakim Sons Films January 2013 - October 2013
Texas Rangers Baseball Club February 2010 - October 2012
JP Morgan December 2009 - December 2009
Texas Rangers Baseball Club April 2009 - November 2009
Dallas Modern Luxury/ Dallas Brides March 2009 - April 2009
Macfarlan Capital Partners January 2009 - April 2009
TheatreOCU September 2008 - November 2008
Larrwell Productions May 2007 - August 2008
OCU Office of Admissions August 2007 - May 2008
Skills
Social Media, Event Planning, Advertising, Event Management, Weddings, Wedding Videos, Relationship Management, Vendor Relationships, Manage Client..., Facebook, Management, Sales, Entertainment, Team Building, Sports Marketing, Budgets, Customer Service, Video, Retail, PowerPoint, Online Advertising, Coaching, Sports, Sponsorship, Social Media Marketing, Public Relations, Marketing, Social Networking
Education
Oklahoma City University 2004 — 2008
Bachelor of Arts, Theater, Minor: History
Highland Park High School 2000 — 2004
Chad Veronesi's J.P. Morgan Experience April 2012 - Present
Job Business and Reporting Analyst at JPMorgan Chase
Industry Banking
Experience
JP Morgan April 2012 - Present
JPMorgan Chase 2005 - September 2012
JPMorgan April 2000 - March 2005
Skills
Securities, Mutual Funds, Asset Managment, Investments, Business Analysis, Financial Analysis, Process Improvement, Wealth Management, Portfolio Management, Banking, Fixed Income, Risk Management, Visio, Vendor Management, Data Analysis, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Series 7
Education
University of Phoenix 2006 — 2009
MBA, Business Management
Ohio University 1991 — 1996
BS, Actuarial Sciences, Business minor
JP Morgan April 2012 - Present
JPMorgan Chase 2005 - September 2012
JPMorgan April 2000 - March 2005
Skills
Securities, Mutual Funds, Asset Managment, Investments, Business Analysis, Financial Analysis, Process Improvement, Wealth Management, Portfolio Management, Banking, Fixed Income, Risk Management, Visio, Vendor Management, Data Analysis, Hedge Funds, Alternative Investments, Asset Allocation, Equities, Series 7
Education
University of Phoenix 2006 — 2009
MBA, Business Management
Ohio University 1991 — 1996
BS, Actuarial Sciences, Business minor
Barry McDonald's J.P. Morgan Experience July 2001 - May 2009
Job Capital Markets Segment CFO at Huntington National Bank
Industry Banking
Experience
Huntington National Bank September 2011 - Present
Discover Financial Services June 2010 - September 2011
JP Morgan July 2001 - May 2009
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA
University of Notre Dame 1997 — 2001
BBA, Finance, Latin, Computer Applications
Huntington National Bank September 2011 - Present
Discover Financial Services June 2010 - September 2011
JP Morgan July 2001 - May 2009
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA
University of Notre Dame 1997 — 2001
BBA, Finance, Latin, Computer Applications
Rosalind Blaurock's J.P. Morgan Experience August 2005 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2005 - Present
Bank One 1998 - 2002
Skills
Financial Analysis, Portfolio Management, Asset Management, Financial Modeling, Finance, Financial Services, Equities, Risk Management, Investments, Business Analysis
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance, Accounting
The University of Chicago 1992 — 1995
AB, Chemistry
JP Morgan August 2005 - Present
Bank One 1998 - 2002
Skills
Financial Analysis, Portfolio Management, Asset Management, Financial Modeling, Finance, Financial Services, Equities, Risk Management, Investments, Business Analysis
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance, Accounting
The University of Chicago 1992 — 1995
AB, Chemistry
Rachel LeCavalier's J.P. Morgan Experience June 2010 - August 2010
Job Analyst, Business Stategy & Planning at Oracle
Industry Information Technology and Services
Experience
Oracle April 2014 - Present
Capgemini July 2011 - March 2014
N'CAT Tutor Program September 2008 - June 2011
NUTutors January 2009 - March 2011
JP Morgan June 2010 - August 2010
PROACT Search June 2009 - September 2009
Center for Talent Development September 2008 - March 2009
George School June 2008 - August 2008
Radiology Affiliates of Central New Jersey June 2007 - August 2007
Skills
SAP Certified..., Data Analysis, Microsoft Office, Spanish, PowerPoint, Microsoft Excel, Economics, Statistics, Microsoft Word, Analytics, Nonprofits, Business Strategy, Event Planning, Mathematics, Software Consulting, SAP HR, SAP Netweaver, Start-ups, Training, Recruiting
Education
Northwestern University 2007 — 2011
BA, Mathematics, Economics
Pennsbury High School 2003 — 2007
Oracle April 2014 - Present
Capgemini July 2011 - March 2014
N'CAT Tutor Program September 2008 - June 2011
NUTutors January 2009 - March 2011
JP Morgan June 2010 - August 2010
PROACT Search June 2009 - September 2009
Center for Talent Development September 2008 - March 2009
George School June 2008 - August 2008
Radiology Affiliates of Central New Jersey June 2007 - August 2007
Skills
SAP Certified..., Data Analysis, Microsoft Office, Spanish, PowerPoint, Microsoft Excel, Economics, Statistics, Microsoft Word, Analytics, Nonprofits, Business Strategy, Event Planning, Mathematics, Software Consulting, SAP HR, SAP Netweaver, Start-ups, Training, Recruiting
Education
Northwestern University 2007 — 2011
BA, Mathematics, Economics
Pennsbury High School 2003 — 2007
Fandell Walker's J.P. Morgan Experience January 2006 - June 2010
Job Finance and accounting professional with extensive experience in financial services, analysis, and administration.
Industry Financial Services
Experience
Katy ISD September 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - August 2012
JP Morgan January 2006 - June 2010
TD Ameritrade 2005 - 2006
JPMorgan Chase & Co. March 2003 - January 2005
Skills
Finance, Financial Services, Portfolio Management, Investments, Executive Management, Strategic Financial..., Leadership, Series 7, Life Insurance, Equities, Financial Analysis, Insurance, Securities, Management, Estate Planning, Asset Management, Risk Management, Mergers & Acquisitions, Call Center, Wealth Management, Series 63, Banking, Trading, Investment Strategies, Mutual Funds, Credit, Loans, Investment Advisory, Retirement Planning, Fixed Income, Financial Advisory, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Customer Service
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.2
Guilford High School
Guilford High School
Guilford High School
Northern Illinois University
Northern Illinois University
Northern Illinois University
Katy ISD September 2013 - Present
Ameriprise Financial Services, Inc. August 2010 - August 2012
JP Morgan January 2006 - June 2010
TD Ameritrade 2005 - 2006
JPMorgan Chase & Co. March 2003 - January 2005
Skills
Finance, Financial Services, Portfolio Management, Investments, Executive Management, Strategic Financial..., Leadership, Series 7, Life Insurance, Equities, Financial Analysis, Insurance, Securities, Management, Estate Planning, Asset Management, Risk Management, Mergers & Acquisitions, Call Center, Wealth Management, Series 63, Banking, Trading, Investment Strategies, Mutual Funds, Credit, Loans, Investment Advisory, Retirement Planning, Fixed Income, Financial Advisory, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Customer Service
Education
University of Houston 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.2
Guilford High School
Guilford High School
Guilford High School
Northern Illinois University
Northern Illinois University
Northern Illinois University
Monty Cook's J.P. Morgan Experience 1998 - 2000
Job Managing Director at THL Credit Advisors LLC
Industry Investment Management
Experience
THL Credit Advisors LLC 2013 - Present
Deutsche Bank Securities 2010 - 2012
Prospect Capital Management 2006 - 2010
Greenbridge January 2000 - December 2001
JP Morgan 1998 - 2000
Merrill Lynch January 1993 - December 1995
Education
Northeastern University
BS, finance
THL Credit Advisors LLC 2013 - Present
Deutsche Bank Securities 2010 - 2012
Prospect Capital Management 2006 - 2010
Greenbridge January 2000 - December 2001
JP Morgan 1998 - 2000
Merrill Lynch January 1993 - December 1995
Education
Northeastern University
BS, finance
John Mullen's J.P. Morgan Experience March 1991 - March 2002
Job CEO at VIPS Financial Network, Inc
Industry Financial Services
Experience
VIPS Financial Network, Inc. January 2014 - Present
MHT Partners, LLC September 2011 - December 2013
Connemara Bancorp 2009 - 2011
ORIX USA 2007 - 2009
Connemara Capital, LLC 2005 - 2007
Comprendium Capital, LLC June 2003 - May 2005
ABN AMRO Bank N.V. March 2002 - June 2003
JP Morgan March 1991 - March 2002
Goldman Sachs August 1982 - March 1991
Skills
Investment Banking, Private Equity, Mergers, Structured Finance, Valuation, Business Strategy, Investor Relations, Venture Capital, Business Valuation, Due Diligence, Alternative Investments, Corporate Development, Corporate Finance, Capital Markets, Acquisition Integration, Mergers & Acquisitions, Investments, Restructuring, Strategy, Joint Ventures, Private Placements, LBO, Financial Modeling, Financial Structuring, M&A experience, Corporate Governance, IPO, FIG, Leveraged Finance, Capital, Hedge Funds, Capital Raising, Acquisitions, Funding, Emerging Markets
Education
Northwestern University - Kellogg School of Management 1980 — 1982
M.M., Finance
Northwestern University 1977 — 1981
B.S., Communications
Marquette University High School
VIPS Financial Network, Inc. January 2014 - Present
MHT Partners, LLC September 2011 - December 2013
Connemara Bancorp 2009 - 2011
ORIX USA 2007 - 2009
Connemara Capital, LLC 2005 - 2007
Comprendium Capital, LLC June 2003 - May 2005
ABN AMRO Bank N.V. March 2002 - June 2003
JP Morgan March 1991 - March 2002
Goldman Sachs August 1982 - March 1991
Skills
Investment Banking, Private Equity, Mergers, Structured Finance, Valuation, Business Strategy, Investor Relations, Venture Capital, Business Valuation, Due Diligence, Alternative Investments, Corporate Development, Corporate Finance, Capital Markets, Acquisition Integration, Mergers & Acquisitions, Investments, Restructuring, Strategy, Joint Ventures, Private Placements, LBO, Financial Modeling, Financial Structuring, M&A experience, Corporate Governance, IPO, FIG, Leveraged Finance, Capital, Hedge Funds, Capital Raising, Acquisitions, Funding, Emerging Markets
Education
Northwestern University - Kellogg School of Management 1980 — 1982
M.M., Finance
Northwestern University 1977 — 1981
B.S., Communications
Marquette University High School
Akiyoshi Sugiyama's J.P. Morgan Experience September 2009 - Present
Job VP at JP Morgan
Industry Law Practice
Donna Simonetti's J.P. Morgan Experience June 2008 - May 2015
Job Retired/Consultant
Industry Financial Services
Experience
JP Morgan June 2008 - May 2015
Bear Stearns July 2006 - June 2008
First Albany Capital February 1981 - July 2006
Fidelity Management & Research Company September 1971 - October 1989
Education
Northeastern University 1972 — 1975
Master of Business Administration (M.B.A.), Finance, General
University at Albany, SUNY 1967 — 1971
Bachelor’s Degree, Business Administration
JP Morgan June 2008 - May 2015
Bear Stearns July 2006 - June 2008
First Albany Capital February 1981 - July 2006
Fidelity Management & Research Company September 1971 - October 1989
Education
Northeastern University 1972 — 1975
Master of Business Administration (M.B.A.), Finance, General
University at Albany, SUNY 1967 — 1971
Bachelor’s Degree, Business Administration
Mary Van Mameren's J.P. Morgan Experience September 2010 - September 2011
Job Portfolio Accounting at Longfellow Investment Management Co.
Industry Financial Services
Experience
Longfellow Investment Management Co. September 2011 - Present
JP Morgan September 2010 - September 2011
State Street November 2007 - February 2009
Investors Bank & Trust January 1999 - November 2007
Education
Northeastern University 2005 — 2008
MSF/MBA
Wellesley College 1993 — 1997
BA, Economics & French
Longfellow Investment Management Co. September 2011 - Present
JP Morgan September 2010 - September 2011
State Street November 2007 - February 2009
Investors Bank & Trust January 1999 - November 2007
Education
Northeastern University 2005 — 2008
MSF/MBA
Wellesley College 1993 — 1997
BA, Economics & French
William Griffiths's J.P. Morgan Experience October 1995 - August 1998
Job Real Estate Finance
Industry Real Estate
Experience
Helix Funds October 2004 - Present
Equity Office Properties September 1998 - April 2002
JP Morgan October 1995 - August 1998
Skills
Banking, Real Estate Investment, Valuation, Mergers, Investments, Due Diligence, Financial Modeling, Private Equity, Corporate Finance, Negotiation, Budgeting, Real Estate, Contract Negotiation, Venture Capital, Business Development, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Business
Northwestern University 1991 — 1995
BA, Economics & MMSS
Helix Funds October 2004 - Present
Equity Office Properties September 1998 - April 2002
JP Morgan October 1995 - August 1998
Skills
Banking, Real Estate Investment, Valuation, Mergers, Investments, Due Diligence, Financial Modeling, Private Equity, Corporate Finance, Negotiation, Budgeting, Real Estate, Contract Negotiation, Venture Capital, Business Development, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2002 — 2004
MBA, Business
Northwestern University 1991 — 1995
BA, Economics & MMSS
Thom Maciula's J.P. Morgan Experience January 2001 - May 2006
Job Sales Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2006 - February 2013
JP Morgan January 2001 - May 2006
Bank One February 1997 - February 2003
Skills
Investments, Fixed Income, Management, Capital Markets, Series 7, Banking, Relationship Management, Series 63, Securities, Sales Management, Finance, Credit, Bonds, Loans
Education
Pacific Coast Banking School 1989 — 1991
Graduate, Banking
Oklahoma City University 1983 — 1986
MBA, Finance
Oklahoma State University 1978 — 1982
BS, Finance
Wells Fargo May 2006 - February 2013
JP Morgan January 2001 - May 2006
Bank One February 1997 - February 2003
Skills
Investments, Fixed Income, Management, Capital Markets, Series 7, Banking, Relationship Management, Series 63, Securities, Sales Management, Finance, Credit, Bonds, Loans
Education
Pacific Coast Banking School 1989 — 1991
Graduate, Banking
Oklahoma City University 1983 — 1986
MBA, Finance
Oklahoma State University 1978 — 1982
BS, Finance
Alastair Bogg's J.P. Morgan Experience July 2005 - March 2013
Job Director, Product Management at Innovest Systems
Industry Banking
Experience
Innovest Systems August 2014 - Present
Innovest Systems March 2013 - August 2014
JP Morgan July 2005 - March 2013
State Street Bank November 2003 - June 2005
Deutsche Bank March 2000 - November 2003
Bankers Trust June 1999 - January 2000
State Street Bank March 1993 - November 1998
Skills
Product Management, Fixed Income, Equities, Securities, Portfolio Management, Wealth Management, Derivatives, Financial Services, Asset Management, Capital Markets, Banking, Global Custody, Mutual Funds, Treasury Services, Corporate Actions, Business Analysis, Business Requirements, Risk Management
Education
Northumbria University 1990 — 1993
BA, Economics
Innovest Systems August 2014 - Present
Innovest Systems March 2013 - August 2014
JP Morgan July 2005 - March 2013
State Street Bank November 2003 - June 2005
Deutsche Bank March 2000 - November 2003
Bankers Trust June 1999 - January 2000
State Street Bank March 1993 - November 1998
Skills
Product Management, Fixed Income, Equities, Securities, Portfolio Management, Wealth Management, Derivatives, Financial Services, Asset Management, Capital Markets, Banking, Global Custody, Mutual Funds, Treasury Services, Corporate Actions, Business Analysis, Business Requirements, Risk Management
Education
Northumbria University 1990 — 1993
BA, Economics
Shu Ju Chen's J.P. Morgan Experience June 2010 - Present
Job Data Management JPMorgan
Industry Investment Management
Experience
JP Morgan June 2010 - Present
Beyondbond 2008 - 2008
Skills
Bloomberg, Fixed Income, Data Management, Financial Risk, Financial Analysis, VBA, Equities, Derivatives, Capital Markets, Hedge Funds
Education
New York University - Polytechnic School of Engineering 2007 — 2009
Master, Financial Engineering
JP Morgan June 2010 - Present
Beyondbond 2008 - 2008
Skills
Bloomberg, Fixed Income, Data Management, Financial Risk, Financial Analysis, VBA, Equities, Derivatives, Capital Markets, Hedge Funds
Education
New York University - Polytechnic School of Engineering 2007 — 2009
Master, Financial Engineering
Carla Pehowski's J.P. Morgan Experience 1983 - 1998
Job Managing Director, Senior Tax Counsel at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets September 2003 - Present
TD Securities 2000 - 2003
PwC 1998 - 2000
JP Morgan 1983 - 1998
Skills
Transfer Pricing, Tax Law, Cross-border..., Securities, Financial Structuring, Corporate Tax, Tax, Structured Finance, Mergers, Private Equity, Due Diligence, Financial Planners, Corporate Law, Tax Accounting, Tax Advisory, Income Tax, Accounting
Education
New York University School of Law 1981 — 1982
LL.M., Tax
The Catholic University of America, Columbus School of Law 1978 — 1981
JD
RBC Capital Markets September 2003 - Present
TD Securities 2000 - 2003
PwC 1998 - 2000
JP Morgan 1983 - 1998
Skills
Transfer Pricing, Tax Law, Cross-border..., Securities, Financial Structuring, Corporate Tax, Tax, Structured Finance, Mergers, Private Equity, Due Diligence, Financial Planners, Corporate Law, Tax Accounting, Tax Advisory, Income Tax, Accounting
Education
New York University School of Law 1981 — 1982
LL.M., Tax
The Catholic University of America, Columbus School of Law 1978 — 1981
JD
Douglas Parkey's J.P. Morgan Experience April 2010 - Present
Job Executive Director/Sr. Private Banker at JP Morgan
Industry Financial Services
Experience
JP Morgan April 2010 - Present
Morgan Stanley Smith Barney November 2007 - April 2010
UBS Financial Services 2003 - 2007
Merrill Lynch BFS 1999 - 2002
Skills
Series 7, Wealth Management, Series 63, Credit, Private Banking, Banking, Asset Allocation, Mortgage Lending, Asset Managment, Commercial Lending, Capital Markets, Wealth Management..., Finance, Securities, Asset Management
Education
Nova Southeastern University 1987 — 1998
MBA, General
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Finance
JP Morgan April 2010 - Present
Morgan Stanley Smith Barney November 2007 - April 2010
UBS Financial Services 2003 - 2007
Merrill Lynch BFS 1999 - 2002
Skills
Series 7, Wealth Management, Series 63, Credit, Private Banking, Banking, Asset Allocation, Mortgage Lending, Asset Managment, Commercial Lending, Capital Markets, Wealth Management..., Finance, Securities, Asset Management
Education
Nova Southeastern University 1987 — 1998
MBA, General
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Finance
Eric DelVecchio's J.P. Morgan Experience September 2010 - January 2013
Job Manulife Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2014 - Present
JP Morgan September 2010 - January 2013
Fidelity Investments February 2005 - January 2010
Putnam Investments 1999 - 2005
Skills
Mutual Funds, Fixed Income, Financial Analysis, Bloomberg, Equities
Education
Nichols College 1994 — 1999
John Hancock Financial Services January 2014 - Present
JP Morgan September 2010 - January 2013
Fidelity Investments February 2005 - January 2010
Putnam Investments 1999 - 2005
Skills
Mutual Funds, Fixed Income, Financial Analysis, Bloomberg, Equities
Education
Nichols College 1994 — 1999
Marc Shachtman's J.P. Morgan Experience February 2009 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
JP Morgan February 2009 - Present
Goldman Sachs August 2003 - February 2009
Credit Suisse June 2002 - August 2002
NOW! AudioVideo March 1993 - June 2001
Northwestern Mutual October 1992 - March 1993
Congressional Budget Office August 1991 - October 1992
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Oberlin College 1987 — 1991
BA, Economics/Government
Chapel Hill High School 1983 — 1986
JP Morgan February 2009 - Present
Goldman Sachs August 2003 - February 2009
Credit Suisse June 2002 - August 2002
NOW! AudioVideo March 1993 - June 2001
Northwestern Mutual October 1992 - March 1993
Congressional Budget Office August 1991 - October 1992
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Oberlin College 1987 — 1991
BA, Economics/Government
Chapel Hill High School 1983 — 1986
Michael Dorfsman's J.P. Morgan Experience 2011 - Present
Job Vice President, Internal Communications, Corporate & Investment Bank
Industry Banking
Experience
J.P. Morgan 2011 - Present
J.P. Morgan 2010 - 2011
J.P. Morgan February 2007 - 2010
JP Morgan 2002 - 2007
The Bond Market Association September 1997 - February 2002
Standard & Poor's April 1993 - September 1997
Skills
Fixed Income, Press Releases, Speech Writing, Internal Communications, Media Relations, Financial Services, Leadership, Finance
Education
Northeastern University
B.A., English-Journalism
J.P. Morgan 2011 - Present
J.P. Morgan 2010 - 2011
J.P. Morgan February 2007 - 2010
JP Morgan 2002 - 2007
The Bond Market Association September 1997 - February 2002
Standard & Poor's April 1993 - September 1997
Skills
Fixed Income, Press Releases, Speech Writing, Internal Communications, Media Relations, Financial Services, Leadership, Finance
Education
Northeastern University
B.A., English-Journalism
Matt Cramer's J.P. Morgan Experience June 2011 - August 2011
Job MBA Candidate at Chicago Booth
Industry Management Consulting
Experience
Booz & Company September 2012 - June 2015
Minds Matter June 2013 - June 2014
Booz Digital December 2012 - December 2013
JP Morgan June 2011 - August 2011
Madison Equity Associates, LLC January 2011 - May 2011
U.S. Department of Justice, Criminal Division June 2010 - August 2010
Metro Partners June 2009 - August 2009
Cordova, Smart & Williams, LLC June 2008 - August 2008
Skills
Economics, Financial Modeling, Data Analysis, PowerPoint, Social Media, Editing, Microsoft Word, Microsoft Excel, Financial Analysis, Market Research, Research, Valuation, Capital IQ, Management Consulting, Team Leadership, Strategy, Business Strategy, Competitive Analysis, Financial Services, Strategic Consulting, Due Diligence, Econometrics, Growth Strategies, Statistics, Program Management, Corporate Finance, Analytics, Operating Models, Market Analysis, Business Process..., Business Planning, Business Analysis, Consulting, Microsoft Office
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA), Finance and Entrepreneurship
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Trinity College Rome Campus 2010 — 2010
Hackley School 2005 — 2008
High School
Booz & Company September 2012 - June 2015
Minds Matter June 2013 - June 2014
Booz Digital December 2012 - December 2013
JP Morgan June 2011 - August 2011
Madison Equity Associates, LLC January 2011 - May 2011
U.S. Department of Justice, Criminal Division June 2010 - August 2010
Metro Partners June 2009 - August 2009
Cordova, Smart & Williams, LLC June 2008 - August 2008
Skills
Economics, Financial Modeling, Data Analysis, PowerPoint, Social Media, Editing, Microsoft Word, Microsoft Excel, Financial Analysis, Market Research, Research, Valuation, Capital IQ, Management Consulting, Team Leadership, Strategy, Business Strategy, Competitive Analysis, Financial Services, Strategic Consulting, Due Diligence, Econometrics, Growth Strategies, Statistics, Program Management, Corporate Finance, Analytics, Operating Models, Market Analysis, Business Process..., Business Planning, Business Analysis, Consulting, Microsoft Office
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA), Finance and Entrepreneurship
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Trinity College Rome Campus 2010 — 2010
Hackley School 2005 — 2008
High School
Sharon Hyman-Busch's J.P. Morgan Experience 1991 - 2006
Job Herbalife Independent Distributor, Wellness Coach
Industry Health, Wellness and Fitness
Experience
Herbalife October 2008 - Present
StarHomeBiz 2008 - Present
Keller Williams Realty, Pinehurst NC 2007 - 2009
JP Morgan 1991 - 2006
Skills
Nutrition, Wellness, Supplements, Wellbeing, Lifestyle, Fitness Training, Fitness, Personal Development, Strength Training, Wellness Coaching, Home Based Business, Lifestyle Coaching, Nutritional Counseling, Weight, Sports Nutrition
Education
Northeastern Illinois University
BS, Theatre Arts
Herbalife October 2008 - Present
StarHomeBiz 2008 - Present
Keller Williams Realty, Pinehurst NC 2007 - 2009
JP Morgan 1991 - 2006
Skills
Nutrition, Wellness, Supplements, Wellbeing, Lifestyle, Fitness Training, Fitness, Personal Development, Strength Training, Wellness Coaching, Home Based Business, Lifestyle Coaching, Nutritional Counseling, Weight, Sports Nutrition
Education
Northeastern Illinois University
BS, Theatre Arts
Hari Gautam's J.P. Morgan Experience April 2010 - June 2011
Job Sr. Performance Engineer at General Motors
Industry Automotive
Experience
General Motors June 2014 - Present
GEICO July 2013 - June 2014
Lockheed Martin June 2011 - July 2013
JP Morgan April 2010 - June 2011
Capital One June 2008 - April 2010
Skills
System Testing, Quality Center, Test Planning
Education
Northern Arizona University
General Motors June 2014 - Present
GEICO July 2013 - June 2014
Lockheed Martin June 2011 - July 2013
JP Morgan April 2010 - June 2011
Capital One June 2008 - April 2010
Skills
System Testing, Quality Center, Test Planning
Education
Northern Arizona University
Leah T's J.P. Morgan Experience July 1992 - Present
Job associate at jpm
Industry Banking
Debi Everson's J.P. Morgan Experience July 2007 - October 2010
Job of SA Stoneking Properties, Inc.
Industry Real Estate
Experience
SA Stoneking Properties, Inc. Co-OwnerSADVRE, Inc.October 2006 - Present
JP Morgan July 2007 - October 2010
Nationwide Insurance, FSS Director February 2004 - May 2007
Nationwide Financial August 1993 - May 2007
Nationwide Financial May 1996 - February 2004
Owens Corning 2000 - 2000
Nationwide Insurance June 1993 - May 1996
Abroms, Weisz, Everson & Zacks June 1987 - July 1993
Columbus City Attorney's Office 1979 - 1987
Franklin County Prosecutor's Office April 1975 - February 1979
Education
Ohio University 1970 — 1974
BA, Pre-law
SA Stoneking Properties, Inc. Co-OwnerSADVRE, Inc.October 2006 - Present
JP Morgan July 2007 - October 2010
Nationwide Insurance, FSS Director February 2004 - May 2007
Nationwide Financial August 1993 - May 2007
Nationwide Financial May 1996 - February 2004
Owens Corning 2000 - 2000
Nationwide Insurance June 1993 - May 1996
Abroms, Weisz, Everson & Zacks June 1987 - July 1993
Columbus City Attorney's Office 1979 - 1987
Franklin County Prosecutor's Office April 1975 - February 1979
Education
Ohio University 1970 — 1974
BA, Pre-law
Sandra Branch's J.P. Morgan Experience 1993 - 2002
Job Experienced Financial Services Proffessional
Industry Financial Services
Experience
Citi Hedge Fund Services November 2006 - January 2012
Wellington Management 2002 - 2006
JP Morgan 1993 - 2002
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Asset Managment, Securities, Investments, Derivatives
Education
Newbury College
Citi Hedge Fund Services November 2006 - January 2012
Wellington Management 2002 - 2006
JP Morgan 1993 - 2002
Skills
Hedge Funds, Fund Accounting, Alternative Investments, Asset Managment, Securities, Investments, Derivatives
Education
Newbury College
Pam Harrington's J.P. Morgan Experience November 2007 - August 2010
Job Senior Accounting Analyst at WPX Energy
Industry Accounting
Experience
WPX Energy August 2012 - Present
JP Morgan November 2007 - August 2010
Williams Company August 1999 - November 2007
Education
Northeastern State University
Bachelors, Business Administration
WPX Energy August 2012 - Present
JP Morgan November 2007 - August 2010
Williams Company August 1999 - November 2007
Education
Northeastern State University
Bachelors, Business Administration
Rick Keller's J.P. Morgan Experience April 2006 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan April 2006 - Present
Vantis Capital Management LLC September 2001 - April 2006
Education
Kellogg Graduate School of Management 1996 — 1998
MBA
UC Berkeley 1989 — 1993
BA
Loyola High School 1984 — 1989
JP Morgan April 2006 - Present
Vantis Capital Management LLC September 2001 - April 2006
Education
Kellogg Graduate School of Management 1996 — 1998
MBA
UC Berkeley 1989 — 1993
BA
Loyola High School 1984 — 1989
Darryl Jenkins's J.P. Morgan Experience
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan
Skills
Fixed Income, Portfolio Management, Capital Markets, Wealth Management, Securities, Asset Allocation, Bonds, Investment Banking, Investments, Bloomberg, Asset Management, Asset Managment, Risk Management, Investment Management, Electronic Trading, Investment Advisory, Financial Markets, Trading Systems, Investment Strategies, Financial Analysis, Trading, Mutual Funds, Series 63
Education
Northwestern University 1978 — 1982
Bachelor's degree, Speech/Economics
JP Morgan
Skills
Fixed Income, Portfolio Management, Capital Markets, Wealth Management, Securities, Asset Allocation, Bonds, Investment Banking, Investments, Bloomberg, Asset Management, Asset Managment, Risk Management, Investment Management, Electronic Trading, Investment Advisory, Financial Markets, Trading Systems, Investment Strategies, Financial Analysis, Trading, Mutual Funds, Series 63
Education
Northwestern University 1978 — 1982
Bachelor's degree, Speech/Economics
Gary Smeal's J.P. Morgan Experience
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan
Skills
Risk Management
Education
Ohio Wesleyan University
BA, Math - Econ
University of Pennsylvania
MA, Economics
JP Morgan
Skills
Risk Management
Education
Ohio Wesleyan University
BA, Math - Econ
University of Pennsylvania
MA, Economics
Robby Berry's J.P. Morgan Experience January 2008 - August 2010
Job Managing Director at Citi
Industry Financial Services
Experience
Citi August 2010 - Present
JP Morgan January 2008 - August 2010
Skills
Valuation, Equities, Alternative Investments, Investments, Capital Markets, Hedge Funds, Investment Banking, Fixed Income, Wealth Management, Series 7, Financial Analysis, Banking, Portfolio Management, Asset Managment, Derivatives, Mutual Funds, Due Diligence, Mergers, Financial Modeling, Mergers & Acquisitions, Bloomberg, Asset Allocation, Asset Management
Education
Oklahoma City University 1977 — 1978
Master of Business Administration (MBA), Finance and Economics
University of Oklahoma 1972 — 1977
BBA, Finance, General
Citi August 2010 - Present
JP Morgan January 2008 - August 2010
Skills
Valuation, Equities, Alternative Investments, Investments, Capital Markets, Hedge Funds, Investment Banking, Fixed Income, Wealth Management, Series 7, Financial Analysis, Banking, Portfolio Management, Asset Managment, Derivatives, Mutual Funds, Due Diligence, Mergers, Financial Modeling, Mergers & Acquisitions, Bloomberg, Asset Allocation, Asset Management
Education
Oklahoma City University 1977 — 1978
Master of Business Administration (MBA), Finance and Economics
University of Oklahoma 1972 — 1977
BBA, Finance, General
Isabella Jacob's J.P. Morgan Experience February 2007 - April 2009
Job Account Executive at Insight
Industry Accounting
Experience
Insight January 2012 - Present
Hewlett-Packard July 2009 - December 2011
JP Morgan February 2007 - April 2009
Skills
Financial Accounting, Accounting, Management Accounting, Tax Accounting, Microsoft Office, Microsoft Excel
Education
Northern Illinois University
BS, Business Administration and Management, General
Insight January 2012 - Present
Hewlett-Packard July 2009 - December 2011
JP Morgan February 2007 - April 2009
Skills
Financial Accounting, Accounting, Management Accounting, Tax Accounting, Microsoft Office, Microsoft Excel
Education
Northern Illinois University
BS, Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.