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
Robert Eberley Robert Eberley's J.P. Morgan Experience May 2011 - December 2014
Job Private Client Advisor U.S. Trust
Industry Banking
Experience
U.S. Trust December 2014 - Present
Mountain Creek Resort November 2014 - Present
JP Morgan May 2011 - December 2014
Strategic Consulting January 2009 - May 2011
Axion Capital Management 2002 - 2007
CLSA January 1995 - August 2000
Skills
Securities, Options, Financial Structuring, Corporate Finance, Equity Trading, Investment Management, Structured Products, Fund Of Funds, Hedge Funds, Investment Banking, Series 7, Asset Allocation, Trading Systems, Venture Capital, Investment Strategies, Equities, Strategic Planning, Financial Analysis
Education
Landmark Forum
Penn State University
U.S. Trust December 2014 - Present
Mountain Creek Resort November 2014 - Present
JP Morgan May 2011 - December 2014
Strategic Consulting January 2009 - May 2011
Axion Capital Management 2002 - 2007
CLSA January 1995 - August 2000
Skills
Securities, Options, Financial Structuring, Corporate Finance, Equity Trading, Investment Management, Structured Products, Fund Of Funds, Hedge Funds, Investment Banking, Series 7, Asset Allocation, Trading Systems, Venture Capital, Investment Strategies, Equities, Strategic Planning, Financial Analysis
Education
Landmark Forum
Penn State University
Dani Yidan Li Dani Yidan Li's J.P. Morgan Experience June 2009 - August 2009
Job Product Manager | Artist
Industry Internet
Experience
Zoosk October 2013 - Present
Zynga July 2012 - September 2013
HSBC July 2010 - June 2012
JP Morgan June 2009 - August 2009
vSpring Capital May 2008 - August 2008
The Wistar Institute September 2007 - May 2008
DaimlerChrysler May 2007 - August 2007
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
University of Pennsylvania
B.A. (with Distinction)
Parsons School of Design
Zoosk October 2013 - Present
Zynga July 2012 - September 2013
HSBC July 2010 - June 2012
JP Morgan June 2009 - August 2009
vSpring Capital May 2008 - August 2008
The Wistar Institute September 2007 - May 2008
DaimlerChrysler May 2007 - August 2007
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
University of Pennsylvania
B.A. (with Distinction)
Parsons School of Design
James Tucker James Tucker's J.P. Morgan Experience May 2007 - February 2009
Job Sr. Director, GotoMarket Spot Buy at Ariba, an SAP company
Industry Information Technology and Services
Experience
Ariba, an SAP company June 2014 - Present
Ariba April 2013 - Present
Ariba, Inc., an SAP company April 2009 - April 2013
JP Morgan May 2007 - February 2009
Xign Corporation January 2005 - May 2007
PeopleSoft December 2003 - January 2005
PeopleSoft January 2001 - January 2004
KPMG Strategic Services 1995 - 1998
KPMG Consulting 1990 - 1997
Skills
Strategic Planning, Pricing, Benchmarking, Software Documentation, Performance Measurement, Packaging, SaaS, Enterprise Software, Product Management, Product Marketing, Go-to-market Strategy, Cloud Computing, Lead Generation, Salesforce.com, Analytics, Leadership, Business Intelligence, Start-ups, B2B, Business Strategy, Strategy, Management
Education
St. Mary's MBA 2002 — 2003
MBA
Plymouth State University 1983 — 1987
B.S.
Ariba, an SAP company June 2014 - Present
Ariba April 2013 - Present
Ariba, Inc., an SAP company April 2009 - April 2013
JP Morgan May 2007 - February 2009
Xign Corporation January 2005 - May 2007
PeopleSoft December 2003 - January 2005
PeopleSoft January 2001 - January 2004
KPMG Strategic Services 1995 - 1998
KPMG Consulting 1990 - 1997
Skills
Strategic Planning, Pricing, Benchmarking, Software Documentation, Performance Measurement, Packaging, SaaS, Enterprise Software, Product Management, Product Marketing, Go-to-market Strategy, Cloud Computing, Lead Generation, Salesforce.com, Analytics, Leadership, Business Intelligence, Start-ups, B2B, Business Strategy, Strategy, Management
Education
St. Mary's MBA 2002 — 2003
MBA
Plymouth State University 1983 — 1987
B.S.
Diane Hornyak Diane Hornyak's J.P. Morgan Experience June 2005 - August 2012
Job Client Service Professional at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2005 - August 2012
J.P. Morgan July 1970 - August 2002
Skills
Credit, Cash Management, Equities, Financial Services, Investments, Fixed Income, Mutual Funds, Leadership, Securities, Banking, Settlement, Derivatives, Alternative Investments, Relationship Management, Risk Management, Portfolio Management, Bloomberg, Asset Management, Loans, Investment Banking, Financial Markets
Education
Pace University 1986 — 1995
associates, liberal arts
JP Morgan June 2005 - August 2012
J.P. Morgan July 1970 - August 2002
Skills
Credit, Cash Management, Equities, Financial Services, Investments, Fixed Income, Mutual Funds, Leadership, Securities, Banking, Settlement, Derivatives, Alternative Investments, Relationship Management, Risk Management, Portfolio Management, Bloomberg, Asset Management, Loans, Investment Banking, Financial Markets
Education
Pace University 1986 — 1995
associates, liberal arts
Moses Naranjo Moses Naranjo's J.P. Morgan Experience May 2014 - Present
Job Risk Operations Analyst at J.P. Morgan/ Looking for new opportunities
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Omni Hotels September 2012 - May 2014
Volunteer Income Tax Assistance January 2012 - April 2012
J.P Morgan December 2007 - August 2010
Wells Fargo April 2007 - October 2007
Bank of America November 2005 - August 2006
Skills
Banking, Healthcare Management, Tax Preparation, Security Operations, Sales Operations, Strategy, Financial Services, Financial Risk, Event Management, Microsoft Excel, Sales, Analysis, Team Building, Budgets, Customer Service, Hospitality, Microsoft Office
Education
University of Phoenix 2012 — 2015
Bachelor's Degree, Business Administration and Management, General
Palo Alto College 2003 — 2004
Associates of Business Administration (A.B.A.), Business Administration and Management, General
J.P. Morgan May 2014 - Present
Omni Hotels September 2012 - May 2014
Volunteer Income Tax Assistance January 2012 - April 2012
J.P Morgan December 2007 - August 2010
Wells Fargo April 2007 - October 2007
Bank of America November 2005 - August 2006
Skills
Banking, Healthcare Management, Tax Preparation, Security Operations, Sales Operations, Strategy, Financial Services, Financial Risk, Event Management, Microsoft Excel, Sales, Analysis, Team Building, Budgets, Customer Service, Hospitality, Microsoft Office
Education
University of Phoenix 2012 — 2015
Bachelor's Degree, Business Administration and Management, General
Palo Alto College 2003 — 2004
Associates of Business Administration (A.B.A.), Business Administration and Management, General
John Pendleton John Pendleton's J.P. Morgan Experience 1996 - 1997
Job Business Systems Analysis in Foreign Currency Trading , Project Management, Retail Banking
Industry Financial Services
Experience
BNYMellon April 2013 - Present
J.W.Pendleton & Associates December 2012 - April 2013
ICAP 2008 - December 2012
Electronic Broking Systems EBS/ICAP 2006 - December 2008
EBS March 1998 - December 2006
J W Pendleton & Associates September 1997 - February 1998
JP Morgan 1996 - 1997
Wells Fargo 1992 - 1996
Citi 1980 - 1992
Honeywell Information Systems 1970 - 1980
Skills
FX Options, Trading Systems, Electronic Trading, Derivatives, Financial Markets, Trading, Business Analysis, Swaps, Foreign Exchange, Market Data, Fixed Income, Options, SDLC, Systems Analysis, Project Management, FX trading, Prime Brokerage, Vendor Management, ATMs and Point of Sale..., Debit Cards, Agile Methodologies, PMO, Financial Services, Business Requirements, Program Management, Banking, Requirements Gathering, Software Project..., Requirements Analysis, Agile Project Management, SQL, Integration, IT Management, Databases, User Acceptance Testing, Risk Management, IT Strategy, Enterprise Architecture, Equity Derivatives, CRM, Visio, Project Portfolio..., ITIL, Project Delivery, Disaster Recovery, Business Process, PMP, Data Warehousing, Oracle, Security
Education
Penn State University
BA, Labor Management Relations
BNYMellon April 2013 - Present
J.W.Pendleton & Associates December 2012 - April 2013
ICAP 2008 - December 2012
Electronic Broking Systems EBS/ICAP 2006 - December 2008
EBS March 1998 - December 2006
J W Pendleton & Associates September 1997 - February 1998
JP Morgan 1996 - 1997
Wells Fargo 1992 - 1996
Citi 1980 - 1992
Honeywell Information Systems 1970 - 1980
Skills
FX Options, Trading Systems, Electronic Trading, Derivatives, Financial Markets, Trading, Business Analysis, Swaps, Foreign Exchange, Market Data, Fixed Income, Options, SDLC, Systems Analysis, Project Management, FX trading, Prime Brokerage, Vendor Management, ATMs and Point of Sale..., Debit Cards, Agile Methodologies, PMO, Financial Services, Business Requirements, Program Management, Banking, Requirements Gathering, Software Project..., Requirements Analysis, Agile Project Management, SQL, Integration, IT Management, Databases, User Acceptance Testing, Risk Management, IT Strategy, Enterprise Architecture, Equity Derivatives, CRM, Visio, Project Portfolio..., ITIL, Project Delivery, Disaster Recovery, Business Process, PMP, Data Warehousing, Oracle, Security
Education
Penn State University
BA, Labor Management Relations
Hina Class Hina Class's J.P. Morgan Experience April 2010 - June 2011
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2011 - Present
JP Morgan April 2010 - June 2011
Citibank, Smith Barney HomeLoan Program February 2005 - March 2010
Morgan Stanley Smith Barney (Citi Smith Barney legacy) February 2005 - March 2010
Education
Sam Houston State University 1996 — 1998
MBA, Management & International Business
Penn State University 1989 — 1993
BA, Political Science
UBS Wealth Management August 2011 - Present
JP Morgan April 2010 - June 2011
Citibank, Smith Barney HomeLoan Program February 2005 - March 2010
Morgan Stanley Smith Barney (Citi Smith Barney legacy) February 2005 - March 2010
Education
Sam Houston State University 1996 — 1998
MBA, Management & International Business
Penn State University 1989 — 1993
BA, Political Science
Chris Galasso Chris Galasso's J.P. Morgan Experience July 2007 - September 2012
Job Director Business Integration at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
NYC Department of Education November 2014 - April 2015
JP Morgan July 2007 - September 2012
Morgan Stanley Fund Services 2006 - 2007
Skills
Securities, Equities, Prime Brokerage, Customer Service, Fixed Income, Training, Financial Services, Public Speaking, Asset Management, Webinars, Bloomberg, Training Delivery, Asset Managment, Microsoft Office, Presentations, WebEx, Electronic Trading, Options, Customer Relations, Adobe Connect, Relationship Management, Product Demonstration, Product Specialists, Needs Analysis, Identifying Sales..., Customer Support, Solutions Focused, Mutual Funds, Trading, Global Custody, Front to Back Office, Corporate Actions, Omgeo Oasys, EDGAR, Series 7
Education
Penn State University
Bachelor of Arts (B.A.)
Fidelity Investments April 2015 - Present
NYC Department of Education November 2014 - April 2015
JP Morgan July 2007 - September 2012
Morgan Stanley Fund Services 2006 - 2007
Skills
Securities, Equities, Prime Brokerage, Customer Service, Fixed Income, Training, Financial Services, Public Speaking, Asset Management, Webinars, Bloomberg, Training Delivery, Asset Managment, Microsoft Office, Presentations, WebEx, Electronic Trading, Options, Customer Relations, Adobe Connect, Relationship Management, Product Demonstration, Product Specialists, Needs Analysis, Identifying Sales..., Customer Support, Solutions Focused, Mutual Funds, Trading, Global Custody, Front to Back Office, Corporate Actions, Omgeo Oasys, EDGAR, Series 7
Education
Penn State University
Bachelor of Arts (B.A.)
Amanuel T. Legesse Amanuel T. Legesse's J.P. Morgan Experience November 2010 - November 2013
Job Assistant Vice President at Barclays
Industry Investment Banking
Experience
Barclays November 2013 - Present
JP Morgan November 2010 - November 2013
Access Capital Services May 2007 - January 2010
Skills
Financial Analysis, Valuation, Due Diligence, Financial Modeling, Risk Based Testing, Convertible Bonds, Options Strategies, Options, Market Analysis, Investment Banking, Credit Risk, Negotiation, Market Research, Business Writing, Credit Derivatives, Analysis, Forecasting, Market Risk, Mergers & Acquisitions, Business Planning, Risk Management, Greeks, Frontier Markets, Private Equity, Business Strategy, Leadership, Corporate Finance, Credit, Equities
Education
Pace University 2010 — 2012
Master of Science, Financial Management
Virginia Commonwealth University 2001 — 2006
Bachelor of Science, Finance
Barclays November 2013 - Present
JP Morgan November 2010 - November 2013
Access Capital Services May 2007 - January 2010
Skills
Financial Analysis, Valuation, Due Diligence, Financial Modeling, Risk Based Testing, Convertible Bonds, Options Strategies, Options, Market Analysis, Investment Banking, Credit Risk, Negotiation, Market Research, Business Writing, Credit Derivatives, Analysis, Forecasting, Market Risk, Mergers & Acquisitions, Business Planning, Risk Management, Greeks, Frontier Markets, Private Equity, Business Strategy, Leadership, Corporate Finance, Credit, Equities
Education
Pace University 2010 — 2012
Master of Science, Financial Management
Virginia Commonwealth University 2001 — 2006
Bachelor of Science, Finance
Richard Rodin Richard Rodin's J.P. Morgan Experience April 1996 - November 2000
Job Release Manager | Software Specialist | Patterns Writer
Industry Information Technology and Services
Experience
CIT Group 2003 - Present
Barclays Capital November 2000 - November 2002
JP Morgan April 1996 - November 2000
American Banker, Inc. November 1989 - April 1996
Skills
Release Management, SDLC, Quality Assurance, Software Project..., PMP, Unix Shell Scripting, Process Improvement, Requirements Gathering, Microsoft SQL Server, SharePoint, Requirements Analysis, Visio, Production Support, Process Management, Crystal Reports, C++, Team Track, Process Control, Java, Qualitative Research, Writing, Leading Meetings, Workshop Facilitation, Windows 7, Windows Vista, Microsoft Office, Report Writing, Pattern Development, Wikis, Wiki Development, Wikispaces, Project Governance, Linux, Ubuntu, Subversion, Android Development, Mobile Applications, Android SDK, Ant, Maven, Gradle
Education
Pace University 2009 — 2013
D.P.S., Computing and Information Technology
Stevens Institute of Technology 2007 — 2009
Master of Science Information Systems, Technology Management
Saint Lawrence University 1985 — 1989
BA, History
CIT Group 2003 - Present
Barclays Capital November 2000 - November 2002
JP Morgan April 1996 - November 2000
American Banker, Inc. November 1989 - April 1996
Skills
Release Management, SDLC, Quality Assurance, Software Project..., PMP, Unix Shell Scripting, Process Improvement, Requirements Gathering, Microsoft SQL Server, SharePoint, Requirements Analysis, Visio, Production Support, Process Management, Crystal Reports, C++, Team Track, Process Control, Java, Qualitative Research, Writing, Leading Meetings, Workshop Facilitation, Windows 7, Windows Vista, Microsoft Office, Report Writing, Pattern Development, Wikis, Wiki Development, Wikispaces, Project Governance, Linux, Ubuntu, Subversion, Android Development, Mobile Applications, Android SDK, Ant, Maven, Gradle
Education
Pace University 2009 — 2013
D.P.S., Computing and Information Technology
Stevens Institute of Technology 2007 — 2009
Master of Science Information Systems, Technology Management
Saint Lawrence University 1985 — 1989
BA, History
Chris Cevallos Chris Cevallos's J.P. Morgan Experience 1997 - 1999
Job President @ PointtoPoint Solution a MSSP Services
Industry Information Technology and Services
Experience
Point-To-Point Solution Inc 2000 - Present
Angelo, Gordon & Co. January 2011 - Present
TPG-Axon Capital May 2009 - December 2010
Tokio Marine Management March 2008 - May 2009
Credit Suisse 2006 - 2008
Westcom 2002 - 2006
Dreman Value Management 2001 - 2003
Opus360 Corp 1999 - 2001
Merrill Lynch 1999 - 2000
JP Morgan 1997 - 1999
Skills
IT Service Management, Active Directory, VMware, Strategic Planning, IT Management, Disaster Recovery, Business Analysis, Team Leadership, Account Management, Cloud Computing, Virtualization, Security, Integration, Start-ups, Compliance, Vendor Management, Data Center, Access, Telecommunications, Team Building, Change Management, Business Management, Program Management, Word, IT Governance, Management Consulting, Outsourcing, Contract Negotiation, IT Operations, Product Management, Business Strategy, Process Improvement, Problem Solving, Enterprise Architecture, Management, Consulting, CRM, Governance, SaaS, Information Technology, Microsoft Word, Project Management, Professional Services, Microsoft SQL Server, Business Intelligence, Leadership, IT Strategy, SharePoint, Enterprise Software, Software Development
Education
Pace University 1991 — 1995
Bachelor, Computer Science
Point-To-Point Solution Inc 2000 - Present
Angelo, Gordon & Co. January 2011 - Present
TPG-Axon Capital May 2009 - December 2010
Tokio Marine Management March 2008 - May 2009
Credit Suisse 2006 - 2008
Westcom 2002 - 2006
Dreman Value Management 2001 - 2003
Opus360 Corp 1999 - 2001
Merrill Lynch 1999 - 2000
JP Morgan 1997 - 1999
Skills
IT Service Management, Active Directory, VMware, Strategic Planning, IT Management, Disaster Recovery, Business Analysis, Team Leadership, Account Management, Cloud Computing, Virtualization, Security, Integration, Start-ups, Compliance, Vendor Management, Data Center, Access, Telecommunications, Team Building, Change Management, Business Management, Program Management, Word, IT Governance, Management Consulting, Outsourcing, Contract Negotiation, IT Operations, Product Management, Business Strategy, Process Improvement, Problem Solving, Enterprise Architecture, Management, Consulting, CRM, Governance, SaaS, Information Technology, Microsoft Word, Project Management, Professional Services, Microsoft SQL Server, Business Intelligence, Leadership, IT Strategy, SharePoint, Enterprise Software, Software Development
Education
Pace University 1991 — 1995
Bachelor, Computer Science
Janice Vrdoljak Janice Vrdoljak's J.P. Morgan Experience April 1994 - June 2003
Job Head of Finance at Jennison Associates
Industry Investment Management
Experience
Sts. Cyril & Methodius Church 2009 - Present
Jennison Associates June 2003 - Present
Sts. Cyril & Methodius Church 2009 - 2012
JP Morgan April 1994 - June 2003
Skills
Controller, Strategic Planning and..., Budgeting, Financial Reporting, Financial Forecasting, SOX, Asset Management..., Accounting, Team Leadership, Coaching Staff, Staff Mentoring, Financial Analysis
Education
Pace University 1991 — 1995
BBA, Accounting
Sts. Cyril & Methodius Church 2009 - Present
Jennison Associates June 2003 - Present
Sts. Cyril & Methodius Church 2009 - 2012
JP Morgan April 1994 - June 2003
Skills
Controller, Strategic Planning and..., Budgeting, Financial Reporting, Financial Forecasting, SOX, Asset Management..., Accounting, Team Leadership, Coaching Staff, Staff Mentoring, Financial Analysis
Education
Pace University 1991 — 1995
BBA, Accounting
Mary Karakashian Mary Karakashian's J.P. Morgan Experience January 1992 - January 1998
Job Owner at Unique Home Staging and Design, LLC
Industry Design
Experience
Unique Home Staging and Design, LLC April 2014 - Present
Willow House March 2004 - December 2013
JP Morgan January 1992 - January 1998
Skills
Interior Design, Floor Plans, Space-planning, Home Staging, Retail, Small Business, Space planning, Furniture, Entrepreneurship, Furnishings, Merchandising, Window Treatments, Interior Architecture, Budgets, Finish, Investors, Space Planning, Customer Service
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
Accounting
Unique Home Staging and Design, LLC April 2014 - Present
Willow House March 2004 - December 2013
JP Morgan January 1992 - January 1998
Skills
Interior Design, Floor Plans, Space-planning, Home Staging, Retail, Small Business, Space planning, Furniture, Entrepreneurship, Furnishings, Merchandising, Window Treatments, Interior Architecture, Budgets, Finish, Investors, Space Planning, Customer Service
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
Accounting
Josephine Compito Josephine Compito's J.P. Morgan Experience 1985 - 1990
Job Director, Solutions Development HCM at NYU Langone Medical Center
Industry Information Technology and Services
Experience
NYU Langone Medical Center October 2013 - Present
MBIA April 2008 - July 2013
Marsh & McLennan Companies, Inc. July 2003 - April 2008
Adecco May 1995 - June 2003
National Westminster Bank 1990 - 1995
JP Morgan 1985 - 1990
Skills
SharePoint, Vendor Management, SDLC, Data Warehousing, Business Analysis, Business Intelligence..., PeopleSoft, IT Outsourcing, Project Management, IT Management, Department Budgeting, Agile Project Management, HRIS, Enterprise Architecture, Crystal Reports, Business Intelligence, IT Strategy, Requirements Analysis, Business Process, Integration, Data Modeling, ETL, Requirements Gathering, Oracle, Visio, Disaster Recovery, SaaS, Enterprise Software, PMO, Outsourcing, Agile Methodologies, Change Management, CRM, Project Portfolio..., Analysis, Security, Cross-functional Team..., Databases, Management, Strategy, Consulting, ERP
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
St. Francis Preparatory School
NYU Langone Medical Center October 2013 - Present
MBIA April 2008 - July 2013
Marsh & McLennan Companies, Inc. July 2003 - April 2008
Adecco May 1995 - June 2003
National Westminster Bank 1990 - 1995
JP Morgan 1985 - 1990
Skills
SharePoint, Vendor Management, SDLC, Data Warehousing, Business Analysis, Business Intelligence..., PeopleSoft, IT Outsourcing, Project Management, IT Management, Department Budgeting, Agile Project Management, HRIS, Enterprise Architecture, Crystal Reports, Business Intelligence, IT Strategy, Requirements Analysis, Business Process, Integration, Data Modeling, ETL, Requirements Gathering, Oracle, Visio, Disaster Recovery, SaaS, Enterprise Software, PMO, Outsourcing, Agile Methodologies, Change Management, CRM, Project Portfolio..., Analysis, Security, Cross-functional Team..., Databases, Management, Strategy, Consulting, ERP
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
St. Francis Preparatory School
Robert Serpico Robert Serpico's J.P. Morgan Experience 1999 - 2002
Job Camp Road Consulting LLC, Managing Principal
Industry Banking
Experience
Camp Road Consulting, LLC 2011 - Present
Qualitrol August 2013 - November 2013
BPL Global April 2012 - August 2013
Rabobank International 2005 - 2011
Radian 2004 - 2005
Pursuit Partners 2002 - 2003
JP Morgan 1999 - 2002
National Bank of Canada 1994 - 1999
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Financial Management
Stony Brook University 1988 — 1991
BA, Political Science
WMHS
Camp Road Consulting, LLC 2011 - Present
Qualitrol August 2013 - November 2013
BPL Global April 2012 - August 2013
Rabobank International 2005 - 2011
Radian 2004 - 2005
Pursuit Partners 2002 - 2003
JP Morgan 1999 - 2002
National Bank of Canada 1994 - 1999
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Financial Management
Stony Brook University 1988 — 1991
BA, Political Science
WMHS
David Gornstein David Gornstein's J.P. Morgan Experience February 2015 - Present
Job Vice President at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan February 2015 - Present
JP Morgan November 2005 - Present
The Chase Manhattan Bank January 1999 - October 2005
Education
Penn State University 1993 — 1998
BS, Computer Science
J.P. Morgan February 2015 - Present
JP Morgan November 2005 - Present
The Chase Manhattan Bank January 1999 - October 2005
Education
Penn State University 1993 — 1998
BS, Computer Science
Ellen Pillersdorf's J.P. Morgan Experience 1984 - 1996
Job Senior Manager at Barr Pharmaceuticals
Industry Pharmaceuticals
Experience
Barr Pharmaceuticals June 1999 - February 2009
Barr Pharmaceuticals, Inc. June 1999 - February 2009
Wyeth January 1996 - May 1999
JP Morgan 1984 - 1996
Lever Brother 1969 - 1971
Skills
Pharmaceutical Industry, 21 CFR Part 11, SAP, Validation, Change Control, FDA, GMP, Computer System..., Sop, GxP, Business Analysis, SDLC, ERP, Software Documentation, LIMS, Pharmaceutics, Management, IT Strategy, Process Improvement, Project Management, Quality Assurance, Business Process, Manufacturing, Security, CAPA, Cross-functional Team..., Information Technology, V&V, Technology Transfer, GAMP, Generic Programming, GLP, Quality System, Biopharmaceuticals, Regulatory Submissions, Regulatory Affairs, Clinical Trials, Chromatography, HPLC, Quality Control, Biotechnology, GCP, Pharmacovigilance, Analytical Chemistry, Process Simulation
Education
Pace University - Lubin School of Business
BA, MBA, Business, Strategic Planning
Barr Pharmaceuticals June 1999 - February 2009
Barr Pharmaceuticals, Inc. June 1999 - February 2009
Wyeth January 1996 - May 1999
JP Morgan 1984 - 1996
Lever Brother 1969 - 1971
Skills
Pharmaceutical Industry, 21 CFR Part 11, SAP, Validation, Change Control, FDA, GMP, Computer System..., Sop, GxP, Business Analysis, SDLC, ERP, Software Documentation, LIMS, Pharmaceutics, Management, IT Strategy, Process Improvement, Project Management, Quality Assurance, Business Process, Manufacturing, Security, CAPA, Cross-functional Team..., Information Technology, V&V, Technology Transfer, GAMP, Generic Programming, GLP, Quality System, Biopharmaceuticals, Regulatory Submissions, Regulatory Affairs, Clinical Trials, Chromatography, HPLC, Quality Control, Biotechnology, GCP, Pharmacovigilance, Analytical Chemistry, Process Simulation
Education
Pace University - Lubin School of Business
BA, MBA, Business, Strategic Planning
Phil Allison Phil Allison's J.P. Morgan Experience August 1981 - September 1987
Job Manager of Mainfame Architecture, Network and Storage at Black Knight Financial Services
Industry Information Technology and Services
Experience
Black Knight Financial Services August 2012 - Present
Lender Processing Services July 2008 - September 2012
FNIS September 1989 - June 2008
Alltel Information Services September 1990 - January 2004
Systematics September 1989 - December 1989
Bankers Trust March 1987 - September 1989
JP Morgan August 1981 - September 1987
Skills
SDLC, Disaster Recovery, Mainframe, IT Management, IT Strategy, Solution Architecture, Performance Tuning, IBM Mainframe, Virtualization, Troubleshooting, System Architecture, High Availability, Network Security, MVS, Linux, Enterprise Architecture, Integration, Security, Data Center, Business Analysis, Visio, Outsourcing, Business Continuity, Storage, Enterprise Storage, z/OS, zSeries, z/VM, zLinux, Mainframe Architecture, SYSPLEX, Replication, Replication Technologies, Servers, Cloud Computing, IBM Utilities, Architecture, SMP/E, Requirements Analysis, Operating Systems, Enterprise Software, OS/390, ITIL, Vendor Management, Information Technology, IT Operations, Management, System Deployment, Architectures, Networking
Education
Pace University - Lubin School of Business 1981 — 1984
Black Knight Financial Services August 2012 - Present
Lender Processing Services July 2008 - September 2012
FNIS September 1989 - June 2008
Alltel Information Services September 1990 - January 2004
Systematics September 1989 - December 1989
Bankers Trust March 1987 - September 1989
JP Morgan August 1981 - September 1987
Skills
SDLC, Disaster Recovery, Mainframe, IT Management, IT Strategy, Solution Architecture, Performance Tuning, IBM Mainframe, Virtualization, Troubleshooting, System Architecture, High Availability, Network Security, MVS, Linux, Enterprise Architecture, Integration, Security, Data Center, Business Analysis, Visio, Outsourcing, Business Continuity, Storage, Enterprise Storage, z/OS, zSeries, z/VM, zLinux, Mainframe Architecture, SYSPLEX, Replication, Replication Technologies, Servers, Cloud Computing, IBM Utilities, Architecture, SMP/E, Requirements Analysis, Operating Systems, Enterprise Software, OS/390, ITIL, Vendor Management, Information Technology, IT Operations, Management, System Deployment, Architectures, Networking
Education
Pace University - Lubin School of Business 1981 — 1984
Joseph Cozza Joseph Cozza's J.P. Morgan Experience 1996 - Present
Job Managing Director at JP Morgan
Industry Banking
Experience
JP Morgan 1996 - Present
Brown Brothers Harriman 1989 - 1996
Philadelphia National Bank 1984 - 1989
Arthur Andersen & Co. 1981 - 1982
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Wealth Management, Private Equity, Investment Banking, Asset Management, Investments
Education
Penn State University 1977 — 1981
BS, MBA, Accounting, Finance
JP Morgan 1996 - Present
Brown Brothers Harriman 1989 - 1996
Philadelphia National Bank 1984 - 1989
Arthur Andersen & Co. 1981 - 1982
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Wealth Management, Private Equity, Investment Banking, Asset Management, Investments
Education
Penn State University 1977 — 1981
BS, MBA, Accounting, Finance
Irene Hendrick's J.P. Morgan Experience 1995 - 1998
Job Regional Managing Director Financial Services at RGP
Industry Management Consulting
Experience
RGP February 2014 - Present
Resources Global Professionals May 2003 - Present
Morgan Stanley 2000 - 2003
ING 1998 - 2000
JP Morgan 1995 - 1998
Skills
Internal Controls, Process Improvement, Banking, Investment Banking, Asset Management, New Business Development, Client Development, Brokerage, Asset Managment, Audit, Client Service, Financial Services
Education
Fair Lawn High School 1990 — 1994
High School Degree
Pace University 1990 — 1994
Bachelor of Business Administration (BBA), Management Science and Mathematics
RGP February 2014 - Present
Resources Global Professionals May 2003 - Present
Morgan Stanley 2000 - 2003
ING 1998 - 2000
JP Morgan 1995 - 1998
Skills
Internal Controls, Process Improvement, Banking, Investment Banking, Asset Management, New Business Development, Client Development, Brokerage, Asset Managment, Audit, Client Service, Financial Services
Education
Fair Lawn High School 1990 — 1994
High School Degree
Pace University 1990 — 1994
Bachelor of Business Administration (BBA), Management Science and Mathematics
David Goderich David Goderich's J.P. Morgan Experience June 1994 - October 1998
Job Winthrop University Hospital
Industry Human Resources
Experience
Winthrop-University Hospital December 2013 - Present
EdisonLearning January 2009 - December 2013
Bowne April 2008 - December 2008
Bowne October 1998 - April 2008
JP Morgan June 1994 - October 1998
Salomon Brothers June 1991 - May 1994
Pace University November 1989 - May 1991
Kidder Peabody September 1987 - November 1989
Skills
HRIS, Human Resources, Deferred Compensation, PeopleSoft, Program Management, ADP Payroll, HR Transformation, Onboarding, Management, Budgets, Employee Benefits
Education
Pace University 1983 — 1987
BBA, Management Information Systems
Power Memorial Academy 1979 — 1983
HS Diploma
Winthrop-University Hospital December 2013 - Present
EdisonLearning January 2009 - December 2013
Bowne April 2008 - December 2008
Bowne October 1998 - April 2008
JP Morgan June 1994 - October 1998
Salomon Brothers June 1991 - May 1994
Pace University November 1989 - May 1991
Kidder Peabody September 1987 - November 1989
Skills
HRIS, Human Resources, Deferred Compensation, PeopleSoft, Program Management, ADP Payroll, HR Transformation, Onboarding, Management, Budgets, Employee Benefits
Education
Pace University 1983 — 1987
BBA, Management Information Systems
Power Memorial Academy 1979 — 1983
HS Diploma
Wendy Chung Wendy Chung's J.P. Morgan Experience August 1991 - October 1996
Job Associate General Counsel Commercial Transactions
Industry Telecommunications
Experience
CenturyLink July 2003 - Present
Holland & Hart LLP July 2001 - July 2003
Colorado Supreme Court 2000 - 2001
JP Morgan August 1991 - October 1996
Skills
Strategy, Corporate Law, Corporate Governance, Commercial Litigation, Telecommunications, Intellectual Property, Litigation, Licensing, University Teaching, Privacy Law, Negotiation, Contract Negotiation, Teaching, Legal Research, Legal Writing, Mergers & Acquisitions, Dispute Resolution, Administrative Law, Joint Ventures, Outsourcing, Legal Compliance, Litigation Management, Software Licensing, Mediation
Education
University of Oregon School of Law 1997 — 2000
Juris Doctorate
Penn State University 1992 — 1994
MBA, Management
Penn State University 1987 — 1991
B.S., Finance
CenturyLink July 2003 - Present
Holland & Hart LLP July 2001 - July 2003
Colorado Supreme Court 2000 - 2001
JP Morgan August 1991 - October 1996
Skills
Strategy, Corporate Law, Corporate Governance, Commercial Litigation, Telecommunications, Intellectual Property, Litigation, Licensing, University Teaching, Privacy Law, Negotiation, Contract Negotiation, Teaching, Legal Research, Legal Writing, Mergers & Acquisitions, Dispute Resolution, Administrative Law, Joint Ventures, Outsourcing, Legal Compliance, Litigation Management, Software Licensing, Mediation
Education
University of Oregon School of Law 1997 — 2000
Juris Doctorate
Penn State University 1992 — 1994
MBA, Management
Penn State University 1987 — 1991
B.S., Finance
Betty Berbari Betty Berbari's J.P. Morgan Experience May 1988 - May 1996
Job Director Math Redesign at SUNY @ Old Westbury
Industry Higher Education
Experience
SUNY Old Westbury August 2015 - Present
SUNY @ Old Westbury August 2007 - September 2015
Music Plus September 2003 - June 2006
JP Morgan May 1988 - May 1996
Pace University August 1990 - May 1991
Skills
Adult Education, University Teaching, Tutoring, Curriculum Development, Teaching, Higher Education, Distance Learning, Strategic Planning, Microsoft Office, Program Development, Public Speaking, Community Outreach, Social Media, PowerPoint, Grant Writing, Staff Development, Fundraising, Leadership Development, Volunteer Management, Event Planning, Data Analysis, College Teaching, Student Development, Training, Student Engagement, Student Counseling, Teacher Training, Courses, Faculty Development, Lecturing, Student Leadership, Curriculum Design, Editing, Leadership, Nonprofits, Organizational..., Research, Social Networking
Education
Pace University 1992 — 1995
MS, Math Education, Magna Cum Laude
Pace University 1985 — 1989
BS, Mathematics, minor in Chemistry, Summa Cum Laude
SUNY Old Westbury August 2015 - Present
SUNY @ Old Westbury August 2007 - September 2015
Music Plus September 2003 - June 2006
JP Morgan May 1988 - May 1996
Pace University August 1990 - May 1991
Skills
Adult Education, University Teaching, Tutoring, Curriculum Development, Teaching, Higher Education, Distance Learning, Strategic Planning, Microsoft Office, Program Development, Public Speaking, Community Outreach, Social Media, PowerPoint, Grant Writing, Staff Development, Fundraising, Leadership Development, Volunteer Management, Event Planning, Data Analysis, College Teaching, Student Development, Training, Student Engagement, Student Counseling, Teacher Training, Courses, Faculty Development, Lecturing, Student Leadership, Curriculum Design, Editing, Leadership, Nonprofits, Organizational..., Research, Social Networking
Education
Pace University 1992 — 1995
MS, Math Education, Magna Cum Laude
Pace University 1985 — 1989
BS, Mathematics, minor in Chemistry, Summa Cum Laude
Daniel Shapiro Daniel Shapiro's J.P. Morgan Experience June 1997 - October 1997
Job SAN Administrator at United Nations
Industry Information Technology and Services
Experience
United Nations Federal Credit Union January 2006 - Present
TGC Global May 2004 - January 2006
Models.com March 2002 - September 2004
Merrill Lynch October 1999 - February 2002
Time Warner Cable April 1998 - October 1999
Metalab Communications June 1995 - April 1998
CSC June 1997 - October 1997
JP Morgan June 1997 - October 1997
New York Academy of Sciences April 1996 - April 1997
Skills
Disaster Recovery, Administration, Team Leadership, ITIL, Business Continuity, Journalism, Photojournalism, Photography, Digital Photography, System Administration, PMP, Citrix, SDLC, Cisco Technologies, VMware, IT Management, Data Center, Program Management, Servers, Process Improvement, Vendor Management, Active Directory, Virtualization, Business Analysis, Integration, IT Service Management, Storage Area Networks, SharePoint, Windows Server, Visio, Unix, Software Documentation, Troubleshooting, Network Security, SAN
Education
Pace University 1994 — 1997
BS, IS
United Nations Federal Credit Union January 2006 - Present
TGC Global May 2004 - January 2006
Models.com March 2002 - September 2004
Merrill Lynch October 1999 - February 2002
Time Warner Cable April 1998 - October 1999
Metalab Communications June 1995 - April 1998
CSC June 1997 - October 1997
JP Morgan June 1997 - October 1997
New York Academy of Sciences April 1996 - April 1997
Skills
Disaster Recovery, Administration, Team Leadership, ITIL, Business Continuity, Journalism, Photojournalism, Photography, Digital Photography, System Administration, PMP, Citrix, SDLC, Cisco Technologies, VMware, IT Management, Data Center, Program Management, Servers, Process Improvement, Vendor Management, Active Directory, Virtualization, Business Analysis, Integration, IT Service Management, Storage Area Networks, SharePoint, Windows Server, Visio, Unix, Software Documentation, Troubleshooting, Network Security, SAN
Education
Pace University 1994 — 1997
BS, IS
Dave Pratter, CFA Dave Pratter, CFA's J.P. Morgan Experience June 2004 - August 2004
Job Vice President, Performance Analyst at Epoch Investment Partners, Inc.
Industry Financial Services
Experience
Epoch Investment Partners, Inc. August 2014 - Present
FactSet Research Systems January 2007 - August 2014
FactSet Research Systems June 2005 - January 2007
JP Morgan June 2004 - August 2004
Skills
Factset, Performance Attribution, Hedge Funds, Asset Managment, Asset Management
Education
Penn State University 2001 — 2005
BBA, Finance, International Business
Epoch Investment Partners, Inc. August 2014 - Present
FactSet Research Systems January 2007 - August 2014
FactSet Research Systems June 2005 - January 2007
JP Morgan June 2004 - August 2004
Skills
Factset, Performance Attribution, Hedge Funds, Asset Managment, Asset Management
Education
Penn State University 2001 — 2005
BBA, Finance, International Business
Edward Yom's J.P. Morgan Experience October 1999 - October 2003
Job Director of Technology Infrastructure Operations at Citigroup
Industry Financial Services
Experience
Citi July 2011 - Present
Johnson & Johnson September 2010 - July 2011
Lenovo March 2008 - June 2010
Merrill Lynch December 2005 - December 2007
Merrill Lynch November 2004 - November 2005
Ocean Breeze Information Services December 2003 - October 2004
JP Morgan October 1999 - October 2003
JP Morgan October 1998 - September 1999
The Chase Manhattan Bank April 1998 - September 1998
McKinsey & Company January 1997 - April 1998
Skills
Program Management, Strategic Planning, Product Management, Architecture, Income Statement, Business Continuity..., IT Strategy, ITIL, Business Analysis, IT Management, Process Improvement, SDLC, Risk Management, IT Service Management, Project Portfolio..., Security, Vendor Management, PMO, CRM, Strategy, Integration, Business Process, Data Center, Management, Leadership, Project Delivery, Enterprise Software, Start-ups, Operations Management, Information Technology, Infrastructure, Consulting, Outsourcing, Mobile Devices, Information Security, Servers, Training, Business Process..., Contract Negotiation, Incident Management, Disaster Recovery, Team Leadership, Executive Management, Change Management, Business Continuity, Professional Services, Project Management, Business Transformation, Management Consulting, Service Delivery
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelors Degree of Science
Parkland College 1994 — 1995
Associates Degree of Science
Forest Hills High School 1988 — 1992
HS Diploma
Citi July 2011 - Present
Johnson & Johnson September 2010 - July 2011
Lenovo March 2008 - June 2010
Merrill Lynch December 2005 - December 2007
Merrill Lynch November 2004 - November 2005
Ocean Breeze Information Services December 2003 - October 2004
JP Morgan October 1999 - October 2003
JP Morgan October 1998 - September 1999
The Chase Manhattan Bank April 1998 - September 1998
McKinsey & Company January 1997 - April 1998
Skills
Program Management, Strategic Planning, Product Management, Architecture, Income Statement, Business Continuity..., IT Strategy, ITIL, Business Analysis, IT Management, Process Improvement, SDLC, Risk Management, IT Service Management, Project Portfolio..., Security, Vendor Management, PMO, CRM, Strategy, Integration, Business Process, Data Center, Management, Leadership, Project Delivery, Enterprise Software, Start-ups, Operations Management, Information Technology, Infrastructure, Consulting, Outsourcing, Mobile Devices, Information Security, Servers, Training, Business Process..., Contract Negotiation, Incident Management, Disaster Recovery, Team Leadership, Executive Management, Change Management, Business Continuity, Professional Services, Project Management, Business Transformation, Management Consulting, Service Delivery
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Bachelors Degree of Science
Parkland College 1994 — 1995
Associates Degree of Science
Forest Hills High School 1988 — 1992
HS Diploma
Frank Germack III, CFA Frank Germack III, CFA's J.P. Morgan Experience December 2004 - March 2010
Job Director, Capital Management Group at Rehmann
Industry Accounting
Experience
Rehmann April 2010 - Present
JP Morgan December 2004 - March 2010
ABN AMRO Bank N.V March 1998 - December 2004
Skills
Investment Management, Investments, Portfolio Management
Education
Penn State University 1991 — 1993
MBA, Finance
Tulane University - A.B. Freeman School of Business 1985 — 1989
BSM, Finance
Rehmann April 2010 - Present
JP Morgan December 2004 - March 2010
ABN AMRO Bank N.V March 1998 - December 2004
Skills
Investment Management, Investments, Portfolio Management
Education
Penn State University 1991 — 1993
MBA, Finance
Tulane University - A.B. Freeman School of Business 1985 — 1989
BSM, Finance
Joshua Tyrone Willis Joshua Tyrone Willis's J.P. Morgan Experience June 2013 - Present
Job Securities Transaction SpecialistBenefits Payments Division, Corporate & Investment Division at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan June 2013 - Present
U.S. Small Business Administration July 2012 - June 2013
Marine Corps Recruit Depot-Parris Island, SC/ Facilities Maintenance Division March 2009 - April 2012
IRS 2012 - 2012
Club & school 1999 - 2009
United States Marine Corps October 1987 - October 1991
Skills
Microsoft Office, Strategic Planning, Time Management, Microsoft Word, Public Speaking, Customer Service, Marketing, Change Management, Microsoft Excel, Event Planning, Program Management, Social Media, Sales, Outlook, Coaching, Process Improvement, Project Management, Analysis, Budgets, Event Management, Government, Leadership, Management, Marketing Strategy, New Business Development, PowerPoint, Project Planning, Social Media Marketing, Team Building, Team Leadership, Training
Education
Park University 2005 — 2007
Bachelor of Science, Management
Southern University and Agricultural and Mechanical College at Baton Rouge 1982 — 1986
Computer Science
JP Morgan June 2013 - Present
U.S. Small Business Administration July 2012 - June 2013
Marine Corps Recruit Depot-Parris Island, SC/ Facilities Maintenance Division March 2009 - April 2012
IRS 2012 - 2012
Club & school 1999 - 2009
United States Marine Corps October 1987 - October 1991
Skills
Microsoft Office, Strategic Planning, Time Management, Microsoft Word, Public Speaking, Customer Service, Marketing, Change Management, Microsoft Excel, Event Planning, Program Management, Social Media, Sales, Outlook, Coaching, Process Improvement, Project Management, Analysis, Budgets, Event Management, Government, Leadership, Management, Marketing Strategy, New Business Development, PowerPoint, Project Planning, Social Media Marketing, Team Building, Team Leadership, Training
Education
Park University 2005 — 2007
Bachelor of Science, Management
Southern University and Agricultural and Mechanical College at Baton Rouge 1982 — 1986
Computer Science
Tom Hantzarides Tom Hantzarides's J.P. Morgan Experience May 2006 - January 2008
Job Operations/Accounting
Industry Financial Services
Experience
Prince Street Capital Management January 2010 - June 2015
IntegriData November 2009 - January 2010
Pequot Capital January 2008 - August 2009
JP Morgan May 2006 - January 2008
Paloma Partners May 2005 - September 2005
Skills
Fixed Income
Education
Pace University 2002 — 2006
Prince Street Capital Management January 2010 - June 2015
IntegriData November 2009 - January 2010
Pequot Capital January 2008 - August 2009
JP Morgan May 2006 - January 2008
Paloma Partners May 2005 - September 2005
Skills
Fixed Income
Education
Pace University 2002 — 2006
Ryan Paradis Ryan Paradis's J.P. Morgan Experience December 2010 - October 2013
Job Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2015 - Present
Citco October 2013 - September 2015
JP Morgan December 2010 - October 2013
Skills
Leadership, Time Management, Organization, Bloomberg, Financial Analysis, Derivatives, Equities, Fixed Income, Data Analysis, Microsoft Excel, PowerPoint, Hedge Funds, Investments, Securities
Education
Penn State University 2008 — 2010
BS, Economics
Guggenheim Partners September 2015 - Present
Citco October 2013 - September 2015
JP Morgan December 2010 - October 2013
Skills
Leadership, Time Management, Organization, Bloomberg, Financial Analysis, Derivatives, Equities, Fixed Income, Data Analysis, Microsoft Excel, PowerPoint, Hedge Funds, Investments, Securities
Education
Penn State University 2008 — 2010
BS, Economics
Gene Picone Gene Picone's J.P. Morgan Experience April 1989 - June 1992
Job Director Global Prime Finance at Scotia Capital
Industry Financial Services
Experience
Scotia Capital September 2009 - Present
Wachovia Bank September 2006 - September 2009
JPMorgan Chase January 2001 - August 2006
Chase Manhattan Bank 1996 - 2001
JPMorganChase 1992 - 1996
JP Morgan April 1989 - June 1992
Irving Trust Company 1982 - 1989
Skills
Strategic Planning, Process Management, International Sales, Business Relationship..., Collateral Management, Operations Management, Global Custody, Mergers, New Business Development, Business Analysis, Product Management, Marketing Strategy
Education
Yale University - Yale School of Management 2001 — 2001
Certificate, Leadership and Development
The Aspen Institute 2000 — 2000
Certificate, Leadership and Development
Pace University - Lubin School of Business 1981 — 1985
MBA, Economica
Saint John's University 1976 — 1980
BS, Finance and Economics
Scotia Capital September 2009 - Present
Wachovia Bank September 2006 - September 2009
JPMorgan Chase January 2001 - August 2006
Chase Manhattan Bank 1996 - 2001
JPMorganChase 1992 - 1996
JP Morgan April 1989 - June 1992
Irving Trust Company 1982 - 1989
Skills
Strategic Planning, Process Management, International Sales, Business Relationship..., Collateral Management, Operations Management, Global Custody, Mergers, New Business Development, Business Analysis, Product Management, Marketing Strategy
Education
Yale University - Yale School of Management 2001 — 2001
Certificate, Leadership and Development
The Aspen Institute 2000 — 2000
Certificate, Leadership and Development
Pace University - Lubin School of Business 1981 — 1985
MBA, Economica
Saint John's University 1976 — 1980
BS, Finance and Economics
Chris Natalini's J.P. Morgan Experience 1983 - 1997
Job International Relocation Consultant at Brookfield Global Relocation Services
Industry Human Resources
Experience
Brookfield Global Relocation Services (nee Prudential) April 2011 - Present
In Search of Significance, Career Transition Coaching May 2006 - Present
University of Phoenix May 2009 - April 2011
Honeywell Aerospace 2000 - 2006
T. Rowe Price March 1998 - April 2000
JP Morgan 1983 - 1997
Skills
Career Development, Career Exploration, Coaching, Talent Acquisition, Change Management, Career Counseling, Leadership Development, Executive Coaching, Performance Management, Talent Management, Networking Coach, Employee Engagement, Team Leadership, Job Search Strategies, Team Building, Process Improvement, Mentoring, HR Policies, Conflict Resolution, Policy, Customer Service, Interview Preparation, Student Counseling, Customer Relations, Interviewing, Problem Solving, Analysis, HR Strategy, Global HR, Counseling, Recruitment/Retention, Time Management, International Relocation, Global Mobility, Employee Benefits, Human Resources, Interviews, Management, Organizational..., Onboarding, Personnel Management, Recruiting, Resume Writing
Education
Penn State University
BA, (Organizational & Industrial) Psychology
Penn State University
Bachelor's degree
Brookfield Global Relocation Services (nee Prudential) April 2011 - Present
In Search of Significance, Career Transition Coaching May 2006 - Present
University of Phoenix May 2009 - April 2011
Honeywell Aerospace 2000 - 2006
T. Rowe Price March 1998 - April 2000
JP Morgan 1983 - 1997
Skills
Career Development, Career Exploration, Coaching, Talent Acquisition, Change Management, Career Counseling, Leadership Development, Executive Coaching, Performance Management, Talent Management, Networking Coach, Employee Engagement, Team Leadership, Job Search Strategies, Team Building, Process Improvement, Mentoring, HR Policies, Conflict Resolution, Policy, Customer Service, Interview Preparation, Student Counseling, Customer Relations, Interviewing, Problem Solving, Analysis, HR Strategy, Global HR, Counseling, Recruitment/Retention, Time Management, International Relocation, Global Mobility, Employee Benefits, Human Resources, Interviews, Management, Organizational..., Onboarding, Personnel Management, Recruiting, Resume Writing
Education
Penn State University
BA, (Organizational & Industrial) Psychology
Penn State University
Bachelor's degree
Raymond Hunter's J.P. Morgan Experience January 1998 - May 2005
Job Risk and Control Management
Industry Banking
Experience
JPMorgan Chase May 2011 - Present
JP Morgan Chase 2006 - May 2011
JP Morgan Chase 2005 - 2006
JP Morgan January 1998 - May 2005
JPMorgan 1994 - December 1998
Skills
Derivatives, Fixed Income, Interest Rate..., Trading Systems, Middle Office, FX Options, Capital Markets, Securities Lending, Structured Products, Swaps, Credit Derivatives, Investment Banking, Emerging Markets, Options, Electronic Trading, Market Data, Equity Derivatives, Bonds, Mortgage Banking, Project Management, MHA-C product, •Compliance Expertise..., Implementations/ New..., •Risk Mitigation –..., Murex Trading system, •Compliance Expertise..., Compliance, Trade Compliance
Education
Berkeley College-New York
Associate of Science (AS), Accounting and Business/Management and Accounting, Dean's list
Pace University
Additional Studies in Business Management and Accounting
University of Guyana South America
Certificate, Bookkeeping/Accounting, Graduated
JPMorgan Chase May 2011 - Present
JP Morgan Chase 2006 - May 2011
JP Morgan Chase 2005 - 2006
JP Morgan January 1998 - May 2005
JPMorgan 1994 - December 1998
Skills
Derivatives, Fixed Income, Interest Rate..., Trading Systems, Middle Office, FX Options, Capital Markets, Securities Lending, Structured Products, Swaps, Credit Derivatives, Investment Banking, Emerging Markets, Options, Electronic Trading, Market Data, Equity Derivatives, Bonds, Mortgage Banking, Project Management, MHA-C product, •Compliance Expertise..., Implementations/ New..., •Risk Mitigation –..., Murex Trading system, •Compliance Expertise..., Compliance, Trade Compliance
Education
Berkeley College-New York
Associate of Science (AS), Accounting and Business/Management and Accounting, Dean's list
Pace University
Additional Studies in Business Management and Accounting
University of Guyana South America
Certificate, Bookkeeping/Accounting, Graduated
Chet Boles Chet Boles's J.P. Morgan Experience 1978 - 1998
Job Self Employed
Industry Banking
Experience
BNP Paribas 2005 - January 2013
FXall 2000 - 2004
JP Morgan 1978 - 1998
Skills
Derivatives, Sales, FX Options, Trading, E-commerce, Financial Markets, Foreign Exchange, Trading Systems, Management, Market Risk, Commodity, Electronic Trading, Banking, FX trading, Hedge Funds, Interest Rate..., Capital Markets, Equities, Portfolio Management, Currency, Swaps, Fixed Income, Credit Derivatives, Investment Banking, Equity Derivatives, Bloomberg, Options, Risk Management, Technical Analysis, Money Market, Alternative Investments, Investments, Structured Products, Asset Management
Education
Pace University - Lubin School of Business 1980 — 1985
BNP Paribas 2005 - January 2013
FXall 2000 - 2004
JP Morgan 1978 - 1998
Skills
Derivatives, Sales, FX Options, Trading, E-commerce, Financial Markets, Foreign Exchange, Trading Systems, Management, Market Risk, Commodity, Electronic Trading, Banking, FX trading, Hedge Funds, Interest Rate..., Capital Markets, Equities, Portfolio Management, Currency, Swaps, Fixed Income, Credit Derivatives, Investment Banking, Equity Derivatives, Bloomberg, Options, Risk Management, Technical Analysis, Money Market, Alternative Investments, Investments, Structured Products, Asset Management
Education
Pace University - Lubin School of Business 1980 — 1985
Joe Cendagorta Joe Cendagorta's J.P. Morgan Experience 1987 - 1995
Job CVP at New York Life
Industry Computer Software
Experience
New York Life Insurance Company 1998 - Present
Nasdaq Stock Market 1995 - 1998
JP Morgan 1987 - 1995
The Equitable 1985 - 1987
Skills
Business Analysis, Data Warehousing, Web Development, SDLC, Vendor Management, Insurance, IT Strategy, Requirements Analysis, Business Objects, Data Modeling, Business Intelligence, Program Management, Enterprise Architecture, Business Requirements, ETL, SOA, Unix, Strategy
Education
Pace University 1981 — 1985
bba, CPA and Information Systems Management
Pace University - Lubin School of Business 1981 — 1985
BBA, CPA and AIS
New York Life Insurance Company 1998 - Present
Nasdaq Stock Market 1995 - 1998
JP Morgan 1987 - 1995
The Equitable 1985 - 1987
Skills
Business Analysis, Data Warehousing, Web Development, SDLC, Vendor Management, Insurance, IT Strategy, Requirements Analysis, Business Objects, Data Modeling, Business Intelligence, Program Management, Enterprise Architecture, Business Requirements, ETL, SOA, Unix, Strategy
Education
Pace University 1981 — 1985
bba, CPA and Information Systems Management
Pace University - Lubin School of Business 1981 — 1985
BBA, CPA and AIS
Craig Bullis Craig Bullis's J.P. Morgan Experience April 2003 - March 2007
Job Senior Principal at NRECA
Industry Financial Services
Experience
NRECA August 2014 - Present
Fidelity Investments April 2007 - March 2014
JP Morgan April 2003 - March 2007
American Century Investments July 1997 - May 2003
Mercer Human Resource Consulting July 1990 - July 1997
Kwasha Lipton September 1983 - July 1990
Skills
Asset Allocation, Pensions, Series 7, Series 63, Mutual Funds, 401k, Asset Management, Hedge Funds, Vendor Management, Business Analysis, Retirement, Investments, Relationship Management, Financial Services, Securities, Series 6, Retirement Planning, Investment Advisory, Investment Strategies
Education
Otterbein University 1979 — 1983
BA, Finance
NRECA August 2014 - Present
Fidelity Investments April 2007 - March 2014
JP Morgan April 2003 - March 2007
American Century Investments July 1997 - May 2003
Mercer Human Resource Consulting July 1990 - July 1997
Kwasha Lipton September 1983 - July 1990
Skills
Asset Allocation, Pensions, Series 7, Series 63, Mutual Funds, 401k, Asset Management, Hedge Funds, Vendor Management, Business Analysis, Retirement, Investments, Relationship Management, Financial Services, Securities, Series 6, Retirement Planning, Investment Advisory, Investment Strategies
Education
Otterbein University 1979 — 1983
BA, Finance
David Louie David Louie's J.P. Morgan Experience March 1989 - May 1995
Job Senior Database Administrator at BlackRock
Industry Financial Services
Experience
BlackRock June 1999 - Present
Bear Stearns May 1995 - June 1999
JP Morgan March 1989 - May 1995
Federal Reserve Bank Of New York September 1986 - March 1989
Insurance Services Office June 1985 - August 1986
Skills
Sybase IQ, Sybase ASE, Sybase Rep Server, SQL Server 2000-2008, Unix, Red Hat Linux
Education
Pace University - Lubin School of Business 1986 — 1994
MS, Management Information Systems
Pace University - Lubin School of Business 1984 — 1986
BBA, Management Information Systems
Newtown HS
BlackRock June 1999 - Present
Bear Stearns May 1995 - June 1999
JP Morgan March 1989 - May 1995
Federal Reserve Bank Of New York September 1986 - March 1989
Insurance Services Office June 1985 - August 1986
Skills
Sybase IQ, Sybase ASE, Sybase Rep Server, SQL Server 2000-2008, Unix, Red Hat Linux
Education
Pace University - Lubin School of Business 1986 — 1994
MS, Management Information Systems
Pace University - Lubin School of Business 1984 — 1986
BBA, Management Information Systems
Newtown HS
Steve Fouchong CISSP, CISA, CFE, MBA Steve Fouchong CISSP, CISA, CFE, MBA's J.P. Morgan Experience May 1997 - July 1998
Job Senior Information Security Analyst at Brookdale
Industry Information Technology and Services
Experience
Brookdale University Hospital and Medical Center August 2014 - Present
The Madison Square Garden Company October 2013 - July 2014
SUNY Downstate Medical Center April 2004 - September 2013
Goldman Sachs October 1999 - December 2002
Dai-Ichi Kangyo Bank NY July 1998 - August 1999
JP Morgan May 1997 - July 1998
Skills
Information Security, PCI DSS, CISA, IT Audit, Network Security, Computer Security, HIPAA, CISSP, Vulnerability Management, Sarbanes-Oxley Act, Auditing, Digital Forensics, Fraud Detection, TCP/IP, Internal Controls, SOX Compliancy, Requirements Analysis, Certified Fraud Examiner, Data Classification, Information Security..., Disaster Recovery
Education
Pace University
MS
The University of Dallas
MBA
Brookdale University Hospital and Medical Center August 2014 - Present
The Madison Square Garden Company October 2013 - July 2014
SUNY Downstate Medical Center April 2004 - September 2013
Goldman Sachs October 1999 - December 2002
Dai-Ichi Kangyo Bank NY July 1998 - August 1999
JP Morgan May 1997 - July 1998
Skills
Information Security, PCI DSS, CISA, IT Audit, Network Security, Computer Security, HIPAA, CISSP, Vulnerability Management, Sarbanes-Oxley Act, Auditing, Digital Forensics, Fraud Detection, TCP/IP, Internal Controls, SOX Compliancy, Requirements Analysis, Certified Fraud Examiner, Data Classification, Information Security..., Disaster Recovery
Education
Pace University
MS
The University of Dallas
MBA
Daniel Rivera, CSM, PMP Daniel Rivera, CSM, PMP's J.P. Morgan Experience August 1993 - August 1995
Job Project Manager at Chubb Insurance
Industry Information Technology and Services
Experience
Chubb Insurance September 2015 - Present
TD Ameritrade June 2015 - August 2015
Mizuho Bank January 2014 - June 2015
Tap Root Foundation January 2013 - December 2013
Reval August 2012 - January 2013
Federal Reserve Bank of New York February 2011 - February 2012
American International Group January 2007 - August 2010
American International Group August 2001 - January 2007
American International Group August 1995 - August 2001
JP Morgan August 1993 - August 1995
Skills
project mana, Communications..., Risk Management, Expense Budget..., Escalation Resolution, CA Clarity, MS Excel Pivot Tables, Peer Mentoring, MS Project, General Ledger, Regulatory Filings, SEC Financial Reporting, Business Continuity, Disaster Recovery, Web Project Management, Project Management, Vendor Management, Business Analysis, Process Improvement, SDLC, Visio, PMO, Software Development, Requirements Gathering, SQL, Project Portfolio..., Software Project..., Data Analysis, PMP, Agile Methodologies, Requirements Analysis, IT Strategy, QuickBooks, Business Process, Business Process..., Systems Analysis, Agile Project Management, Business Intelligence, Resource Management
Education
Pace University 1998 — 2001
Master's, Information Systems
Pace University 1990 — 1995
Bachelor's, Information Systems
Monsignor Scanlan High School 1986 — 1990
Chubb Insurance September 2015 - Present
TD Ameritrade June 2015 - August 2015
Mizuho Bank January 2014 - June 2015
Tap Root Foundation January 2013 - December 2013
Reval August 2012 - January 2013
Federal Reserve Bank of New York February 2011 - February 2012
American International Group January 2007 - August 2010
American International Group August 2001 - January 2007
American International Group August 1995 - August 2001
JP Morgan August 1993 - August 1995
Skills
project mana, Communications..., Risk Management, Expense Budget..., Escalation Resolution, CA Clarity, MS Excel Pivot Tables, Peer Mentoring, MS Project, General Ledger, Regulatory Filings, SEC Financial Reporting, Business Continuity, Disaster Recovery, Web Project Management, Project Management, Vendor Management, Business Analysis, Process Improvement, SDLC, Visio, PMO, Software Development, Requirements Gathering, SQL, Project Portfolio..., Software Project..., Data Analysis, PMP, Agile Methodologies, Requirements Analysis, IT Strategy, QuickBooks, Business Process, Business Process..., Systems Analysis, Agile Project Management, Business Intelligence, Resource Management
Education
Pace University 1998 — 2001
Master's, Information Systems
Pace University 1990 — 1995
Bachelor's, Information Systems
Monsignor Scanlan High School 1986 — 1990
Jason Himmelberger's J.P. Morgan Experience March 2010 - March 2012
Job at
Industry Banking
Experience
Core BTS August 2015 - Present
Core BTS February 2014 - Present
JPMorgan Chase February 2012 - December 2013
JP Morgan March 2010 - March 2012
JP Morgan Chase November 2008 - April 2010
JP Morgan Chase January 2007 - November 2008
Stockamp and Associates, Inc. September 2005 - January 2007
Wachovia Bank February 1996 - August 2002
Skills
Visio, Business Analysis, Strategy, Process Improvement, Credit, Management, Financial Analysis, Data Analysis, Vendor Management, Analysis, Project Management, Relationship Management, Loans, Banking, Sales, Change Management, Financial Services, Microsoft Office, Business Process..., Risk Management, Investments, Business Strategy, Finance, Program Management, Portfolio Management
Education
Penn State University 2002 — 2005
Bachelor of Science
Universität zu Köln 2004 — 2004
Core BTS August 2015 - Present
Core BTS February 2014 - Present
JPMorgan Chase February 2012 - December 2013
JP Morgan March 2010 - March 2012
JP Morgan Chase November 2008 - April 2010
JP Morgan Chase January 2007 - November 2008
Stockamp and Associates, Inc. September 2005 - January 2007
Wachovia Bank February 1996 - August 2002
Skills
Visio, Business Analysis, Strategy, Process Improvement, Credit, Management, Financial Analysis, Data Analysis, Vendor Management, Analysis, Project Management, Relationship Management, Loans, Banking, Sales, Change Management, Financial Services, Microsoft Office, Business Process..., Risk Management, Investments, Business Strategy, Finance, Program Management, Portfolio Management
Education
Penn State University 2002 — 2005
Bachelor of Science
Universität zu Köln 2004 — 2004
Christopher Joyce's J.P. Morgan Experience June 2008 - September 2011
Job
Industry Information Technology and Services
Experience
Anthem, Inc. May 2014 - Present
TIAA-CREF September 2011 - May 2014
JP Morgan June 2008 - September 2011
Bear Stearns October 1995 - May 2008
AT&T July 1990 - October 1995
Skills
Information Architecture, SDLC, Data Warehousing, Governance, IT Strategy, Hedge Funds, Business Analysis, Investment Banking, Business Intelligence, Software Development, Enterprise Architecture, Capital Markets, Solution Architecture, Prime Brokerage, Portfolio Management, Financial Services, Asset Management, Program Management, Database Design, Outsourcing, Integration, Securities, IT Management
Education
Seton Hall University 1992 — 1995
MBA
Penn State University 1986 — 1990
BS
Anthem, Inc. May 2014 - Present
TIAA-CREF September 2011 - May 2014
JP Morgan June 2008 - September 2011
Bear Stearns October 1995 - May 2008
AT&T July 1990 - October 1995
Skills
Information Architecture, SDLC, Data Warehousing, Governance, IT Strategy, Hedge Funds, Business Analysis, Investment Banking, Business Intelligence, Software Development, Enterprise Architecture, Capital Markets, Solution Architecture, Prime Brokerage, Portfolio Management, Financial Services, Asset Management, Program Management, Database Design, Outsourcing, Integration, Securities, IT Management
Education
Seton Hall University 1992 — 1995
MBA
Penn State University 1986 — 1990
BS
Castleigh Johnson's J.P. Morgan Experience May 2007 - August 2007
Job Risk and Project Management Leader
Industry Financial Services
Experience
AIG April 2014 - August 2015
Ernst & Young April 2013 - April 2014
Goldman Sachs March 2011 - July 2012
Federal Reserve Bank January 2008 - April 2011
JP Morgan May 2007 - August 2007
ADT Security Services/ Tyco Int'l October 2004 - August 2006
Waddell & Reed Advisors May 2004 - March 2005
New England Financial October 2003 - May 2004
Skills
Credit Analysis, Financial Analysis, Project Management, Contract Negotiation, Security Analysis, Front to Back Office, Compliance, Process Improvement, Risk Management, Credit Risk, Market Analysis, Market Risk, Change Management, Debt Settlement, Customer Service, Fixed Income, Data Analysis, Client Development, Financial Advisory, Financial Markets, Regulatory Capital, Regulatory Guidelines, Regulatory Analysis, Corporate Finance, Investment Banking, Capital Markets, Strategic Planning, Financial Modeling, Finance, Financial Risk, Banking, Financial Services, Management, Analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Masters of Business Administration, Finance and Accounting
Penn State University 1998 — 2003
Bachelor of Science, Management and International Business
AIG April 2014 - August 2015
Ernst & Young April 2013 - April 2014
Goldman Sachs March 2011 - July 2012
Federal Reserve Bank January 2008 - April 2011
JP Morgan May 2007 - August 2007
ADT Security Services/ Tyco Int'l October 2004 - August 2006
Waddell & Reed Advisors May 2004 - March 2005
New England Financial October 2003 - May 2004
Skills
Credit Analysis, Financial Analysis, Project Management, Contract Negotiation, Security Analysis, Front to Back Office, Compliance, Process Improvement, Risk Management, Credit Risk, Market Analysis, Market Risk, Change Management, Debt Settlement, Customer Service, Fixed Income, Data Analysis, Client Development, Financial Advisory, Financial Markets, Regulatory Capital, Regulatory Guidelines, Regulatory Analysis, Corporate Finance, Investment Banking, Capital Markets, Strategic Planning, Financial Modeling, Finance, Financial Risk, Banking, Financial Services, Management, Analysis
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Masters of Business Administration, Finance and Accounting
Penn State University 1998 — 2003
Bachelor of Science, Management and International Business
Scott Zemachson's J.P. Morgan Experience March 2011 - Present
Job Managing Director/Financial Advisor JP Morgan
Industry Financial Services
Experience
JP Morgan March 2011 - Present
AllianceBernstein September 1996 - March 2011
Skills
Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Estate Planning, Hedge Funds, Alternative Investments, Wealth Management..., High Net Worth..., Investment Strategies, Finance, Investment Management, Mutual Funds, Series 7
Education
Penn State University 1991 — 1995
BS, Management
JP Morgan March 2011 - Present
AllianceBernstein September 1996 - March 2011
Skills
Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Estate Planning, Hedge Funds, Alternative Investments, Wealth Management..., High Net Worth..., Investment Strategies, Finance, Investment Management, Mutual Funds, Series 7
Education
Penn State University 1991 — 1995
BS, Management
Marie Marsina's J.P. Morgan Experience 1975 - 2003
Job President at National Art League
Industry Arts and Crafts
Experience
National Art League 2003 - Present
JP Morgan 1975 - 2003
Education
Pace University - Lubin School of Business
National Art League 2003 - Present
JP Morgan 1975 - 2003
Education
Pace University - Lubin School of Business
Craig Markell's J.P. Morgan Experience February 1991 - February 1997
Job Vice President at Banking and President, Micro Light Guy, inc.
Industry Information Services
Experience
Micro Light Guy, Inc. January 2003 - Present
Bank of New York Mellon February 1991 - Present
JP Morgan February 1991 - February 1997
Shearson Lehman Hutton July 1985 - February 1991
International Nickel & Co November 1982 - July 1985
Automated Data Processing (ADP) March 1982 - November 1982
Oppenheimer and Company July 1980 - March 1982
Skills
Banking, Executive Management, Documentation, VSAM, SDLC, COBOL, Mainframe, Business Analysis, DB2, JCL, Requirements Analysis, Visio, Disaster Recovery, Vendor Management, Software Project..., Financial Services, Fixed Income, Portfolio Management, Business Requirements, Project Portfolio..., Software Documentation, User Acceptance Testing, Integration, Business Continuity, ITIL, Risk Management, Software Development, IBM Mainframe, Securities, Testing, PMO, Requirements Gathering, IT Strategy, PMP, Information Technology, Analysis, Data Warehousing, Enterprise Architecture, IT Management, Management, Process Improvement, Project Management
Education
Pace University 1984 — 1988
Bachelor's degree, Computer Science
Queensborough Community College 1977 — 1979
AAS, Data Processing
Harry S Truman 1974 — 1977
High School Regents Diploma, Computer Programming, Specific Applications
Micro Light Guy, Inc. January 2003 - Present
Bank of New York Mellon February 1991 - Present
JP Morgan February 1991 - February 1997
Shearson Lehman Hutton July 1985 - February 1991
International Nickel & Co November 1982 - July 1985
Automated Data Processing (ADP) March 1982 - November 1982
Oppenheimer and Company July 1980 - March 1982
Skills
Banking, Executive Management, Documentation, VSAM, SDLC, COBOL, Mainframe, Business Analysis, DB2, JCL, Requirements Analysis, Visio, Disaster Recovery, Vendor Management, Software Project..., Financial Services, Fixed Income, Portfolio Management, Business Requirements, Project Portfolio..., Software Documentation, User Acceptance Testing, Integration, Business Continuity, ITIL, Risk Management, Software Development, IBM Mainframe, Securities, Testing, PMO, Requirements Gathering, IT Strategy, PMP, Information Technology, Analysis, Data Warehousing, Enterprise Architecture, IT Management, Management, Process Improvement, Project Management
Education
Pace University 1984 — 1988
Bachelor's degree, Computer Science
Queensborough Community College 1977 — 1979
AAS, Data Processing
Harry S Truman 1974 — 1977
High School Regents Diploma, Computer Programming, Specific Applications
Pierre St. Hilaire's J.P. Morgan Experience March 2010 - August 2012
Job Manager, Business Consulting at Sapient Global Markets
Industry Financial Services
Experience
Sapient Global Markets August 2012 - Present
JP Morgan March 2010 - August 2012
DCG / Sapient Corp. 2007 - March 2010
BlueMountain Capital Management October 2008 - December 2008
Merrill Lynch November 2007 - September 2008
UBS Investment Bank 2005 - 2007
Genworth Financial September 2004 - February 2005
GE July 2003 - September 2004
Merrill Lynch 2002 - 2003
Prudential Securities 1996 - 2001
Skills
Bloomberg, Fixed Income, Derivatives, Equities, Risk Management, Options, Business Process, CDS, Capital Markets, Finance, Investment Banking, Management Consulting, Structured Products, Trading Systems, FX Options, Financial Risk
Education
The University of Connecticut School of Business 2006 — 2007
MBA, Finance & Business Law
Pace University - Lubin School of Business 1996 — 2000
BS, MIS
Sapient Global Markets August 2012 - Present
JP Morgan March 2010 - August 2012
DCG / Sapient Corp. 2007 - March 2010
BlueMountain Capital Management October 2008 - December 2008
Merrill Lynch November 2007 - September 2008
UBS Investment Bank 2005 - 2007
Genworth Financial September 2004 - February 2005
GE July 2003 - September 2004
Merrill Lynch 2002 - 2003
Prudential Securities 1996 - 2001
Skills
Bloomberg, Fixed Income, Derivatives, Equities, Risk Management, Options, Business Process, CDS, Capital Markets, Finance, Investment Banking, Management Consulting, Structured Products, Trading Systems, FX Options, Financial Risk
Education
The University of Connecticut School of Business 2006 — 2007
MBA, Finance & Business Law
Pace University - Lubin School of Business 1996 — 2000
BS, MIS
Melissa Chang's J.P. Morgan Experience May 2005 - October 2008
Job Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust November 2013 - Present
Bank Leumi October 2008 - 2011
JP Morgan May 2005 - October 2008
Skills
Credit, Credit Analysis, Loans, Banking, Credit Risk, Commercial Banking, Commercial Lending, Portfolio Management, Financial Analysis, Mortgage Lending, Financial Risk, Small Business Lending, Fixed Income, Financial Modeling, Risk Management, Retail Banking, Investment Banking, Loan Origination, Consumer Lending, Derivatives
Education
Pennsylvania State University 2001 — 2005
California Bank & Trust November 2013 - Present
Bank Leumi October 2008 - 2011
JP Morgan May 2005 - October 2008
Skills
Credit, Credit Analysis, Loans, Banking, Credit Risk, Commercial Banking, Commercial Lending, Portfolio Management, Financial Analysis, Mortgage Lending, Financial Risk, Small Business Lending, Fixed Income, Financial Modeling, Risk Management, Retail Banking, Investment Banking, Loan Origination, Consumer Lending, Derivatives
Education
Pennsylvania State University 2001 — 2005
Henry Adkins's J.P. Morgan Experience June 1991 - December 2008
Job Head of US Fixed Income Trading for Weath Management at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2009 - Present
JP Morgan June 1991 - December 2008
J.P. Morgan 1991 - 2008
Skills
Series 7, Equities, Investments, Asset Management, Private Banking, Management, Fixed Income, Bloomberg, Structured Finance, Alternative Investments
Education
Penn State University 1987 — 1991
BS, Finance
JPMorgan Chase January 2009 - Present
JP Morgan June 1991 - December 2008
J.P. Morgan 1991 - 2008
Skills
Series 7, Equities, Investments, Asset Management, Private Banking, Management, Fixed Income, Bloomberg, Structured Finance, Alternative Investments
Education
Penn State University 1987 — 1991
BS, Finance
Joe Paccione's J.P. Morgan Experience March 2004 - Present
Job Executive Director at JP Morgan, Head of NY Equity Futures and Options Sales and Execution
Industry Financial Services
Experience
JP Morgan March 2004 - Present
Skills
Equities, Fixed Income, Investment Banking, Options, Alternative Investments, Electronic Trading, Trading Systems, Structured Products, Equity Derivatives, Series 7, Hedge Funds, Equity Trading, Trading, Capital Markets, Derivatives
Education
Pace University 1996 — 2000
JP Morgan March 2004 - Present
Skills
Equities, Fixed Income, Investment Banking, Options, Alternative Investments, Electronic Trading, Trading Systems, Structured Products, Equity Derivatives, Series 7, Hedge Funds, Equity Trading, Trading, Capital Markets, Derivatives
Education
Pace University 1996 — 2000
Karin Bleyer's J.P. Morgan Experience June 2000 - Present
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
JP Morgan June 2000 - Present
Bankers Trust 1986 - 2000
Bankers Trust / Deutsche Bank 1986 - 2000
Skills
Derivatives, Prime Brokerage, Fixed Income, Credit Derivatives, Investment Banking, Interest Rate..., Swaps, Middle Office, Asset Management
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (MBA), Finance
University at Albany, SUNY 1982 — 1986
BS, Economics
JP Morgan June 2000 - Present
Bankers Trust 1986 - 2000
Bankers Trust / Deutsche Bank 1986 - 2000
Skills
Derivatives, Prime Brokerage, Fixed Income, Credit Derivatives, Investment Banking, Interest Rate..., Swaps, Middle Office, Asset Management
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (MBA), Finance
University at Albany, SUNY 1982 — 1986
BS, Economics
Paul Mango's J.P. Morgan Experience December 2014 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan December 2014 - Present
J.P. Morgan September 2013 - December 2014
JPMorgan October 2007 - September 2013
Ridge Clearing March 2005 - October 2007
JP Morgan March 1993 - March 2005
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance
J.P. Morgan December 2014 - Present
J.P. Morgan September 2013 - December 2014
JPMorgan October 2007 - September 2013
Ridge Clearing March 2005 - October 2007
JP Morgan March 1993 - March 2005
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance
Kurt Ahrens, CFA's J.P. Morgan Experience January 2006 - July 2010
Job Vice president Municipal Bond trading at Jefferies & Company
Industry Banking
Experience
Jefferies & Company August 2010 - Present
JP Morgan January 2006 - July 2010
JP Morgan January 2003 - December 2005
Skills
Derivatives, Securities, Trading, Investments, Bonds, Risk Management, Swaps, Hedging, Fixed Income, Capital Markets, Series 7, Bloomberg, Investment Banking, Series 63, Portfolio Management, Sales
Education
Pace University 1999 — 2003
BA, Finance
Monsignor Farrell High School 1996 — 1999
Jefferies & Company August 2010 - Present
JP Morgan January 2006 - July 2010
JP Morgan January 2003 - December 2005
Skills
Derivatives, Securities, Trading, Investments, Bonds, Risk Management, Swaps, Hedging, Fixed Income, Capital Markets, Series 7, Bloomberg, Investment Banking, Series 63, Portfolio Management, Sales
Education
Pace University 1999 — 2003
BA, Finance
Monsignor Farrell High School 1996 — 1999
Alan Lustig's J.P. Morgan Experience January 2009 - December 2010
Job Energy trading meteorologist
Industry Oil & Energy
Experience
MBF Trading February 2013 - Present
Freepoint Commodities September 2011 - November 2012
JPMorgan December 2010 - September 2011
JP Morgan January 2009 - December 2010
Bear Energy - JPMorgan May 2008 - August 2008
WeatherBug May 2007 - April 2008
Skills
Weather Forecasting, Natural Gas, Energy Markets, Commodities, Trading, Fundamental Research, Statistical Modeling, Data Analysis, Commodity Markets, Options, Research, Commodity, Climate, Analysis, Hedging, Economics, Meteorology, Energy, Modeling, Weather, Risk Management, Statistics, Matlab, Forecasting, Wind, Derivatives, Trading Strategies, Quantitative Analytics, Commodity Risk..., VBA, Bloomberg
Education
Penn State University 2004 — 2008
BS, Meteorology - Weather Risk Management
MBF Trading February 2013 - Present
Freepoint Commodities September 2011 - November 2012
JPMorgan December 2010 - September 2011
JP Morgan January 2009 - December 2010
Bear Energy - JPMorgan May 2008 - August 2008
WeatherBug May 2007 - April 2008
Skills
Weather Forecasting, Natural Gas, Energy Markets, Commodities, Trading, Fundamental Research, Statistical Modeling, Data Analysis, Commodity Markets, Options, Research, Commodity, Climate, Analysis, Hedging, Economics, Meteorology, Energy, Modeling, Weather, Risk Management, Statistics, Matlab, Forecasting, Wind, Derivatives, Trading Strategies, Quantitative Analytics, Commodity Risk..., VBA, Bloomberg
Education
Penn State University 2004 — 2008
BS, Meteorology - Weather Risk Management
Mary Schaefer's J.P. Morgan Experience 1984 - 1992
Job Retired January 2013
Industry Financial Services
Experience
Senator Suzi Oppenheimer's District Office April 2009 - December 2012
The Bank of New York April 2004 - July 2007
TIAA-CREF April 1997 - September 2003
JP Morgan 1984 - 1992
Citibank January 1980 - January 1984
Interbank Card Assoc 1980 - 1982
Skills
Business Continuity..., Crisis Management, Business Continuity, Program Management, Training, Leadership, Management, Software Documentation, Project Planning, Team Building, Disaster Recovery, Public Speaking, Risk Management, Policy, Budgets, Financial Services, Business Analysis, Vendor Management, Nonprofits, IT Strategy
Education
Pace University 1967 — 1972
BA, English literature
Senator Suzi Oppenheimer's District Office April 2009 - December 2012
The Bank of New York April 2004 - July 2007
TIAA-CREF April 1997 - September 2003
JP Morgan 1984 - 1992
Citibank January 1980 - January 1984
Interbank Card Assoc 1980 - 1982
Skills
Business Continuity..., Crisis Management, Business Continuity, Program Management, Training, Leadership, Management, Software Documentation, Project Planning, Team Building, Disaster Recovery, Public Speaking, Risk Management, Policy, Budgets, Financial Services, Business Analysis, Vendor Management, Nonprofits, IT Strategy
Education
Pace University 1967 — 1972
BA, English literature
Lisa Konkoski's J.P. Morgan Experience January 1996 - January 2001
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase January 2011 - Present
JP Morgan Chase April 2008 - Present
J.P. Morgan Chase January 1996 - December 2010
JPMorgan Chase January 1996 - April 2008
JP Morgan January 1996 - January 2001
Skills
Financial Services, Business Analysis, Business Process...
Education
Pace University 1985 — 1993
BBA/MBA, MIS/Finance and Banking
Pace University - Lubin School of Business 1985 — 1992
Bachelor Degree of Business Administration, Management Information Systems
JP Morgan Chase January 2011 - Present
JP Morgan Chase April 2008 - Present
J.P. Morgan Chase January 1996 - December 2010
JPMorgan Chase January 1996 - April 2008
JP Morgan January 1996 - January 2001
Skills
Financial Services, Business Analysis, Business Process...
Education
Pace University 1985 — 1993
BBA/MBA, MIS/Finance and Banking
Pace University - Lubin School of Business 1985 — 1992
Bachelor Degree of Business Administration, Management Information Systems
MINDY CAPRA's J.P. Morgan Experience 2000 - 2002
Job Independent Real Estate Professional
Industry Real Estate
Yuliang Li's J.P. Morgan Experience June 2000 - March 2001
Job First Vice President at Ambac
Industry Banking
Experience
Ambac August 2012 - Present
Societe Generale March 2004 - January 2012
CSFB November 2002 - March 2004
Lehman Brothers April 2001 - October 2002
JP Morgan June 2000 - March 2001
Bank of Tokyo-Mitsubishi UFJ 1998 - 2000
Citibank 1995 - 1998
Skills
Market Risk, Derivatives, Fixed Income, Credit Risk, Risk Management, Model Validation, Structured Products, Credit Derivatives, VAR, Risk, VBA, Financial Risk, Interest Rate..., Capital Markets, Valuation, Credit, Investment Banking, Equity Derivatives, Financial Services
Education
Penn State University 1990 — 1995
PhD, Economics
Ambac August 2012 - Present
Societe Generale March 2004 - January 2012
CSFB November 2002 - March 2004
Lehman Brothers April 2001 - October 2002
JP Morgan June 2000 - March 2001
Bank of Tokyo-Mitsubishi UFJ 1998 - 2000
Citibank 1995 - 1998
Skills
Market Risk, Derivatives, Fixed Income, Credit Risk, Risk Management, Model Validation, Structured Products, Credit Derivatives, VAR, Risk, VBA, Financial Risk, Interest Rate..., Capital Markets, Valuation, Credit, Investment Banking, Equity Derivatives, Financial Services
Education
Penn State University 1990 — 1995
PhD, Economics
Anthony Chiaverini's J.P. Morgan Experience July 1999 - February 2002
Job Vice President at 50 South Capital
Industry Financial Services
Experience
50 South Capital (a sub. of Northern Trust Co.) August 2011 - Present
Bank of America September 2010 - August 2011
UBS February 2002 - October 2009
JP Morgan July 1999 - February 2002
Skills
Derivatives, Hedge Funds, Prime Brokerage
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Accounting
50 South Capital (a sub. of Northern Trust Co.) August 2011 - Present
Bank of America September 2010 - August 2011
UBS February 2002 - October 2009
JP Morgan July 1999 - February 2002
Skills
Derivatives, Hedge Funds, Prime Brokerage
Education
Pace University - Lubin School of Business 1991 — 1995
BBA, Accounting
Larysa M Bemko's J.P. Morgan Experience 1985 - 1995
Job Director of Marketing at Baillie Gifford International LLC
Industry Investment Management
Experience
Baillie Gifford International LLC November 2002 - Present
UBS Global Asset Management June 1996 - November 2002
JP Morgan 1985 - 1995
Skills
Investment Management, Asset Management, Alternative Investments, Mutual Funds, Hedge Funds, Investment Strategies, Equities, Asset Allocation, Portfolio Management
Education
Pace University - Lubin School of Business 2000 — 2002
MBA
Temple University
BA
Baillie Gifford International LLC November 2002 - Present
UBS Global Asset Management June 1996 - November 2002
JP Morgan 1985 - 1995
Skills
Investment Management, Asset Management, Alternative Investments, Mutual Funds, Hedge Funds, Investment Strategies, Equities, Asset Allocation, Portfolio Management
Education
Pace University - Lubin School of Business 2000 — 2002
MBA
Temple University
BA
Elaina Gabriele's J.P. Morgan Experience July 1996 - May 2006
Job Business Manager for CFO Global Technology at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. August 2015 - Present
Barclays October 2010 - December 2014
RBS 2009 - September 2010
Lehman Brothers May 2006 - May 2008
JP Morgan July 1996 - May 2006
Dai-ichi Kangyo Bank (now Mizuho) 1992 - 1996
Skills
Bloomberg, Investment Banking, Change Management, Hedge Funds, Trading Systems, Fixed Income, Derivatives, Capital Markets, Business Analysis, Electronic Trading, Equities, Financial Modeling, Finance, Risk Management, Trading, Structured Products, Prime Brokerage, Interest Rate..., Middle Office, Asset Management, Swaps, Securities, Equity Derivatives, Valuation, Credit Derivatives, Options
Education
Penn State University
BA, Major: Economics, Minor: International Business
Saint John's University - Peter J. Tobin College of Business 1996 — 1999
MBA, International Finance
St. Francis Preparatory High School
JPMorgan Chase & Co. August 2015 - Present
Barclays October 2010 - December 2014
RBS 2009 - September 2010
Lehman Brothers May 2006 - May 2008
JP Morgan July 1996 - May 2006
Dai-ichi Kangyo Bank (now Mizuho) 1992 - 1996
Skills
Bloomberg, Investment Banking, Change Management, Hedge Funds, Trading Systems, Fixed Income, Derivatives, Capital Markets, Business Analysis, Electronic Trading, Equities, Financial Modeling, Finance, Risk Management, Trading, Structured Products, Prime Brokerage, Interest Rate..., Middle Office, Asset Management, Swaps, Securities, Equity Derivatives, Valuation, Credit Derivatives, Options
Education
Penn State University
BA, Major: Economics, Minor: International Business
Saint John's University - Peter J. Tobin College of Business 1996 — 1999
MBA, International Finance
St. Francis Preparatory High School
Brandon Epperson's J.P. Morgan Experience March 2010 - September 2012
Job Sr. Business Analyst at Plaster Group, LLC
Industry Nonprofit Organization Management
Experience
Plaster Group, LLC January 2015 - Present
MedImpact January 2013 - July 2014
JP Morgan March 2010 - September 2012
Oak Leaf Group June 2009 - March 2010
UBS 2004 - 2009
ARUP Laboratories August 2000 - August 2003
Skills
business analysis, compliance, Derivatives, Fixed Income, Capital Markets, Investment Banking, Middle Office, Equities, Business Requirements, Gap Analysis, Hedge Funds, Securities, Back Office, Risk Management, Requirements Gathering, Securities Lending, FX Options, AML, SDLC, Requirements Analysis, Data Analysis, Software Documentation, Operational Risk, Business Analysis
Education
Pace University School of Law 2003 — 2006
Doctor of Law (JD), Law
University of Utah - David Eccles School of Business 2000 — 2003
Bachelor of Arts (B.A.), Finance, Portuguese
Jordan High 1995 — 1997
General Studies
Plaster Group, LLC January 2015 - Present
MedImpact January 2013 - July 2014
JP Morgan March 2010 - September 2012
Oak Leaf Group June 2009 - March 2010
UBS 2004 - 2009
ARUP Laboratories August 2000 - August 2003
Skills
business analysis, compliance, Derivatives, Fixed Income, Capital Markets, Investment Banking, Middle Office, Equities, Business Requirements, Gap Analysis, Hedge Funds, Securities, Back Office, Risk Management, Requirements Gathering, Securities Lending, FX Options, AML, SDLC, Requirements Analysis, Data Analysis, Software Documentation, Operational Risk, Business Analysis
Education
Pace University School of Law 2003 — 2006
Doctor of Law (JD), Law
University of Utah - David Eccles School of Business 2000 — 2003
Bachelor of Arts (B.A.), Finance, Portuguese
Jordan High 1995 — 1997
General Studies
Alex Kostko's J.P. Morgan Experience May 2010 - Present
Job Associate at JP Morgan
Industry Investment Banking
Experience
JP Morgan May 2010 - Present
J.P. Morgan April 2007 - April 2010
Standard & Poor's January 2006 - April 2007
Mergent, Inc. September 2004 - January 2006
Skills
Equity Derivatives, CDS, Risk Management, Market Risk, Credit Derivatives, Trading, Derivatives, Bonds, Options, Portfolio Management, Commodity, Swaps, Middle Office, Equities, Securities
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration, Finance/Management Science
JP Morgan May 2010 - Present
J.P. Morgan April 2007 - April 2010
Standard & Poor's January 2006 - April 2007
Mergent, Inc. September 2004 - January 2006
Skills
Equity Derivatives, CDS, Risk Management, Market Risk, Credit Derivatives, Trading, Derivatives, Bonds, Options, Portfolio Management, Commodity, Swaps, Middle Office, Equities, Securities
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration, Finance/Management Science
William Celentano's J.P. Morgan Experience June 1988 - Present
Job Trader at JP Morgan
Industry Financial Services
Anurag Rochlani's J.P. Morgan Experience June 2008 - Present
Job Vice President at Jp Morgan
Industry Information Technology and Services
Experience
JP Morgan June 2008 - Present
Bear Stearns 1997 - April 2010
NYC School Construction Authority 1995 - 1997
Data Industries 1995 - 1997
Intec Overseas Software Ltd. 1994 - 1995
Skills
Vendor Management, Program Management, Business Analysis, Sybase, Proje, Project Implementation, Project Portfolio..., Software Project..., Application Architecture, Change Management, Business Process..., Requirements Gathering, Requirements Analysis, Enterprise Architecture, IT Strategy, Risk Management, Business Process, Business Intelligence, SDLC
Education
Bhilai Institute Of Technology 1989 — 1993
BS, Electronics Engineering
Pandit Ravishankar Shukla University 1989 — 1993
Bachelor of Engineering, Electronics
Campion School, Bhopal 1977 — 1989
JP Morgan June 2008 - Present
Bear Stearns 1997 - April 2010
NYC School Construction Authority 1995 - 1997
Data Industries 1995 - 1997
Intec Overseas Software Ltd. 1994 - 1995
Skills
Vendor Management, Program Management, Business Analysis, Sybase, Proje, Project Implementation, Project Portfolio..., Software Project..., Application Architecture, Change Management, Business Process..., Requirements Gathering, Requirements Analysis, Enterprise Architecture, IT Strategy, Risk Management, Business Process, Business Intelligence, SDLC
Education
Bhilai Institute Of Technology 1989 — 1993
BS, Electronics Engineering
Pandit Ravishankar Shukla University 1989 — 1993
Bachelor of Engineering, Electronics
Campion School, Bhopal 1977 — 1989
Mark Lawn's J.P. Morgan Experience January 2008 - August 2009
Job Trader
Industry Investment Banking
Experience
Citigroup Global Markets January 2014 - March 2014
Citigroup Global Markets August 2009 - December 2013
JP Morgan January 2008 - August 2009
JP Morgan November 2005 - December 2007
JP Morgan August 2004 - October 2005
Bear Stearns January 2001 - August 2004
USA Self Employed September 1991 - January 2001
Skills
Equities, Trading, Finance, International Trade, Bloomberg, Series 7, Financial Analysis, Risk Management, Series 63
Education
Penn State University 1987 — 1991
Liberal Arts, Speech Communication focus on Business
Citigroup Global Markets January 2014 - March 2014
Citigroup Global Markets August 2009 - December 2013
JP Morgan January 2008 - August 2009
JP Morgan November 2005 - December 2007
JP Morgan August 2004 - October 2005
Bear Stearns January 2001 - August 2004
USA Self Employed September 1991 - January 2001
Skills
Equities, Trading, Finance, International Trade, Bloomberg, Series 7, Financial Analysis, Risk Management, Series 63
Education
Penn State University 1987 — 1991
Liberal Arts, Speech Communication focus on Business
Joseph Smurro's J.P. Morgan Experience 1996 - 1999
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase VP, SPG FinanceJP Morgan Chase2005 - Present
JPMorgan Securities Inc 2005 - Present
JPMorganChase 2005 - Present
Credit Suisse 2000 - 2005
Credit Suisse First Boston 1999 - 2005
JP Morgan 1996 - 1999
Merrill Lynch 1994 - 1996
Lehman Brothers 1990 - 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
JPMorgan Chase VP, SPG FinanceJP Morgan Chase2005 - Present
JPMorgan Securities Inc 2005 - Present
JPMorganChase 2005 - Present
Credit Suisse 2000 - 2005
Credit Suisse First Boston 1999 - 2005
JP Morgan 1996 - 1999
Merrill Lynch 1994 - 1996
Lehman Brothers 1990 - 1994
Education
Pace University-Pleasantville/Briarcliff Campus 1986 — 1990
Yelena Yesilevskaya's J.P. Morgan Experience November 1996 - July 1997
Job Manager Product Assurance
Industry Financial Services
Experience
Broadridge April 2008 - Present
Broadridge May 2006 - March 2008
ADP August 1997 - April 2006
JP Morgan November 1996 - July 1997
Skills
Documentation, Testing, Allocations, Metrics, Requirements Analysis, QA, Product Management,..., Business Analysis, Quality Management, Requirements..., Problem Solving, Matrix Management, Change Management, Client Service, Brokerage, Risk Assessment, Emergency Management, Test Management, Offshore, Multilingual, Team Leadership, SDLC, Process Improvement, Software Quality..., Test Planning, Analysis, Regression Testing, Project Management, Test Strategy, Leadership, Business Requirements, PMP, Software Project..., Back Office, Financial Services, Disaster Recovery, Data Warehousing, Securities, Fixed Income, Equities, Waterfall, Prime Brokerage, Product Management, Quality Assurance, Software Documentation
Education
Pace University - Lubin School of Business 1994 — 1997
BBA, MIS
Saratov State University named after N.G.Chernyshevsky 1985 — 1990
Physicist / MS, SHF, Semiconductors and Low Temp. Plasma / Computer Sciences
Broadridge April 2008 - Present
Broadridge May 2006 - March 2008
ADP August 1997 - April 2006
JP Morgan November 1996 - July 1997
Skills
Documentation, Testing, Allocations, Metrics, Requirements Analysis, QA, Product Management,..., Business Analysis, Quality Management, Requirements..., Problem Solving, Matrix Management, Change Management, Client Service, Brokerage, Risk Assessment, Emergency Management, Test Management, Offshore, Multilingual, Team Leadership, SDLC, Process Improvement, Software Quality..., Test Planning, Analysis, Regression Testing, Project Management, Test Strategy, Leadership, Business Requirements, PMP, Software Project..., Back Office, Financial Services, Disaster Recovery, Data Warehousing, Securities, Fixed Income, Equities, Waterfall, Prime Brokerage, Product Management, Quality Assurance, Software Documentation
Education
Pace University - Lubin School of Business 1994 — 1997
BBA, MIS
Saratov State University named after N.G.Chernyshevsky 1985 — 1990
Physicist / MS, SHF, Semiconductors and Low Temp. Plasma / Computer Sciences
Robert Huntington, MBA's J.P. Morgan Experience March 2012 - December 2012
Job Finance/Portfolio Management and Currently Pursuing an MS in Acconting
Industry Investment Management
Experience
Santander Bank, N.A. June 2013 - Present
JP Morgan March 2012 - December 2012
Morgan Stanley Smith Barney March 2011 - December 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Morgan Stanley Smith Barney January 2009 - March 2010
Morgan Stanley Smith Barney February 2007 - December 2008
A division of PNC Bank August 2005 - February 2007
TD Waterhouse May 2000 - August 2004
Skills
Portfolio Management, Investments, Financial Planning, Wealth Management, Series 7, Asset Management, Client Service, Investment Strategies, Securities, Equities, Banking, Valuation, Financial Analysis, Financial Reporting, Analysis, Word, Microsoft Office, Research, Account Management, Mutual Funds, Derivatives, Asset, Asset Allocation, Financial Modeling, Excel, Options, Fixed Income, Member of Toastmasters, Microsoft Excel, Public Speaking, Life Insurance, Health Insurance, Capital Markets, Finance, Investment Management, Financial Advisory
Education
Wilmington University 2007 — 2009
MBA, Finance, GPA: 3.97/4.00
Plymouth State University
Bachelor of Arts
White Plains High School
Santander Bank, N.A. June 2013 - Present
JP Morgan March 2012 - December 2012
Morgan Stanley Smith Barney March 2011 - December 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Morgan Stanley Smith Barney January 2009 - March 2010
Morgan Stanley Smith Barney February 2007 - December 2008
A division of PNC Bank August 2005 - February 2007
TD Waterhouse May 2000 - August 2004
Skills
Portfolio Management, Investments, Financial Planning, Wealth Management, Series 7, Asset Management, Client Service, Investment Strategies, Securities, Equities, Banking, Valuation, Financial Analysis, Financial Reporting, Analysis, Word, Microsoft Office, Research, Account Management, Mutual Funds, Derivatives, Asset, Asset Allocation, Financial Modeling, Excel, Options, Fixed Income, Member of Toastmasters, Microsoft Excel, Public Speaking, Life Insurance, Health Insurance, Capital Markets, Finance, Investment Management, Financial Advisory
Education
Wilmington University 2007 — 2009
MBA, Finance, GPA: 3.97/4.00
Plymouth State University
Bachelor of Arts
White Plains High School
Rich Liero's J.P. Morgan Experience December 1985 - July 1997
Job Global Delivery Executive General Dynamics Account for CSC
Industry Information Technology and Services
Experience
CSC November 2012 - Present
CSC 1997 - Present
JP Morgan December 1985 - July 1997
Skills
IT Strategy, IT Outsourcing, IT Service Management, Outsourcing, Offshoring, ITIL, Solution Architecture, Change Management, IT Management, Service Delivery, ERP, Integration, IT Operations, Vendor Management, Data Center, PMP, Security, Program Management, Business Continuity, Service Management, PMO, Disaster Recovery, Enterprise Architecture, Project Delivery, Business Transformation, SDLC, Managed Services, Sla, Business Process..., Incident Management, Governance, Professional Services, Management, Global Delivery, Infrastructure
Education
Penn State University 1973 — 1976
BBA, Accounting
CSC November 2012 - Present
CSC 1997 - Present
JP Morgan December 1985 - July 1997
Skills
IT Strategy, IT Outsourcing, IT Service Management, Outsourcing, Offshoring, ITIL, Solution Architecture, Change Management, IT Management, Service Delivery, ERP, Integration, IT Operations, Vendor Management, Data Center, PMP, Security, Program Management, Business Continuity, Service Management, PMO, Disaster Recovery, Enterprise Architecture, Project Delivery, Business Transformation, SDLC, Managed Services, Sla, Business Process..., Incident Management, Governance, Professional Services, Management, Global Delivery, Infrastructure
Education
Penn State University 1973 — 1976
BBA, Accounting
Dimos Papadimas's J.P. Morgan Experience 1984 - 2007
Job VP of Service at Vertex Electrical Corporation
Industry Computer Networking
Experience
Vertex Electrical Corporation October 2007 - Present
JPMorgan Chase May 1984 - July 2007
JPMorganChase 1984 - 2007
JP Morgan 1984 - 2007
Chemical Bank 1984 - 1995
Skills
Vendor Management, Project Management, Banking, Risk Management, Program Management, Financial Analysis, Process Improvement, Management, CRM, Change Management, Cross-functional Team..., Integration, Leadership, Mergers, Operations Management, PMP, Strategic Planning, Strategy, Team Building, Team Leadership
Education
PENN State 1998 — 1998
mba
Penn State University 1998 — 1998
mba
The Graduate Center, City University of New York 1970 — 1976
Vertex Electrical Corporation October 2007 - Present
JPMorgan Chase May 1984 - July 2007
JPMorganChase 1984 - 2007
JP Morgan 1984 - 2007
Chemical Bank 1984 - 1995
Skills
Vendor Management, Project Management, Banking, Risk Management, Program Management, Financial Analysis, Process Improvement, Management, CRM, Change Management, Cross-functional Team..., Integration, Leadership, Mergers, Operations Management, PMP, Strategic Planning, Strategy, Team Building, Team Leadership
Education
PENN State 1998 — 1998
mba
Penn State University 1998 — 1998
mba
The Graduate Center, City University of New York 1970 — 1976
Nasir Javed's J.P. Morgan Experience February 2012 - Present
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan February 2012 - Present
JP Morgan Chase November 2010 - February 2012
JPMorgan Chase August 2005 - November 2010
Skills
Business Analysis, Process Improvement, SDLC, Requirements Gathering, Management, PMO, Financial Risk, Program Management, Business Intelligence, Data Analysis, Project Management..., Large Scale System..., Operating Models, Business Transformation, Project Management, Business Process..., Business Requirements, Portfolio Management, Project Portfolio..., Vendor Management
Education
Pace University 2000 — 2002
Master of Science Information Systems, Information Systems
JP Morgan February 2012 - Present
JP Morgan Chase November 2010 - February 2012
JPMorgan Chase August 2005 - November 2010
Skills
Business Analysis, Process Improvement, SDLC, Requirements Gathering, Management, PMO, Financial Risk, Program Management, Business Intelligence, Data Analysis, Project Management..., Large Scale System..., Operating Models, Business Transformation, Project Management, Business Process..., Business Requirements, Portfolio Management, Project Portfolio..., Vendor Management
Education
Pace University 2000 — 2002
Master of Science Information Systems, Information Systems
Anthony Chiaverini's J.P. Morgan Experience July 1999 - February 2002
Job Hedge Fund Credit Risk Mgmt. at UBS Investment Bank
Industry Financial Services
Janet Schwenke's J.P. Morgan Experience February 2011 - August 2014
Job Sr Product Manager at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
JP Morgan February 2011 - August 2014
JPMorgan 1999 - 2011
UMB Bank December 1994 - 1999
Mercer January 1991 - December 1994
Towers Perrin 1983 - 1991
Skills
Product Strategy, Product Management, Vendor Management, Project Management, Product Development, Requirements Analysis, Cross-functional Team..., Business Analysis, Product Marketing, Strategy, Integration
Education
Pittsburg State University 1978 — 1982
EMPOWER Retirement September 2014 - Present
JP Morgan February 2011 - August 2014
JPMorgan 1999 - 2011
UMB Bank December 1994 - 1999
Mercer January 1991 - December 1994
Towers Perrin 1983 - 1991
Skills
Product Strategy, Product Management, Vendor Management, Project Management, Product Development, Requirements Analysis, Cross-functional Team..., Business Analysis, Product Marketing, Strategy, Integration
Education
Pittsburg State University 1978 — 1982
Anthony Dilorenzo's J.P. Morgan Experience 1993 - 1997
Job VICE PRESIDENT at Wachovia
Industry Financial Services
Nat Francis's J.P. Morgan Experience July 2007 - July 2009
Job Corporate Investigations
Industry Legal Services
Eileen Hillock's J.P. Morgan Experience June 1986 - October 1989
Job President and CMO GUARDIAN Sports
Industry Financial Services
Experience
GUARDIAN Sports November 2014 - Present
Guardian Sports 2014 - 2015
Morgan Stanley December 2004 - November 2013
Morgan Stanley Smith Barney 1989 - November 2013
Wharton Business School 2007 - 2009
JP Morgan June 1986 - October 1989
Skills
Leadership Development, Risk Management, Project Management, Training & Development, Financial Services, Event Planning, Management, Talent Management, Coaching, New Business Development, Wealth Management, Program Management, Training Delivery, Event Photography, Vendor Management, Operational Risk, Leadership, Financial Risk, Operating Budgets, Operational Risk..., Strategy, Executive Management, Investment Advisory, FINRA, Relationship Management, Team Leadership, Financial Markets, Conference Coordination, Program Coordination, Business Continuity..., Business Process..., Social Media Marketing, Online Marketing, Market Research, Portrait Photography, Youth Empowerment, Community Engagement, Securities, Strategic Communications, Marketing, Strategic Planning
Education
Pace University - Lubin School of Business
BBA, Management Information Systems (MIS)
GUARDIAN Sports November 2014 - Present
Guardian Sports 2014 - 2015
Morgan Stanley December 2004 - November 2013
Morgan Stanley Smith Barney 1989 - November 2013
Wharton Business School 2007 - 2009
JP Morgan June 1986 - October 1989
Skills
Leadership Development, Risk Management, Project Management, Training & Development, Financial Services, Event Planning, Management, Talent Management, Coaching, New Business Development, Wealth Management, Program Management, Training Delivery, Event Photography, Vendor Management, Operational Risk, Leadership, Financial Risk, Operating Budgets, Operational Risk..., Strategy, Executive Management, Investment Advisory, FINRA, Relationship Management, Team Leadership, Financial Markets, Conference Coordination, Program Coordination, Business Continuity..., Business Process..., Social Media Marketing, Online Marketing, Market Research, Portrait Photography, Youth Empowerment, Community Engagement, Securities, Strategic Communications, Marketing, Strategic Planning
Education
Pace University - Lubin School of Business
BBA, Management Information Systems (MIS)
Ilarion Lara's J.P. Morgan Experience 1992 - 1994
Job IT Project Manager at BNY Mellon
Industry Information Services
Experience
BNY Mellon February 2015 - Present
M&T Bank September 2014 - December 2014
Bank Of America January 2009 - August 2014
Morgan Stanley April 2006 - February 2008
UBS Wealth Management 2002 - 2006
Deutsche Bank 1995 - 2002
CCH/LEGAL INFORMATION SYSTEMS 1994 - 1995
CS First Boston February 1994 - July 1994
JP Morgan 1992 - 1994
Bankers Trust Company 1985 - 1992
Skills
SDLC, DB2, XML, Requirements Gathering, Project Management, Visio, Vendor Management, CICS, Data Warehousing, Software Project..., Agile Project Management, Business Intelligence, Oracle, Business Analysis, SQL, User Acceptance Testing, Requirements Analysis, Management, COBOL, IMS DB/DC, VSAM, MS SQL
Education
Pace University
Master of Science, Management Information Systems
Queens College
Bachelor's degree, Computer Science
BNY Mellon February 2015 - Present
M&T Bank September 2014 - December 2014
Bank Of America January 2009 - August 2014
Morgan Stanley April 2006 - February 2008
UBS Wealth Management 2002 - 2006
Deutsche Bank 1995 - 2002
CCH/LEGAL INFORMATION SYSTEMS 1994 - 1995
CS First Boston February 1994 - July 1994
JP Morgan 1992 - 1994
Bankers Trust Company 1985 - 1992
Skills
SDLC, DB2, XML, Requirements Gathering, Project Management, Visio, Vendor Management, CICS, Data Warehousing, Software Project..., Agile Project Management, Business Intelligence, Oracle, Business Analysis, SQL, User Acceptance Testing, Requirements Analysis, Management, COBOL, IMS DB/DC, VSAM, MS SQL
Education
Pace University
Master of Science, Management Information Systems
Queens College
Bachelor's degree, Computer Science
Natema Hines's J.P. Morgan Experience October 2014 - Present
Job Experienced, results driven financial services professional
Industry Financial Services
Experience
JP Morgan October 2014 - Present
JPMorgan Chase June 2011 - October 2014
JPMorgan Chase May 2009 - June 2011
JPMorgan Chase March 2006 - May 2009
JPMorgan Chase September 1999 - April 2006
Skills
Asset Managment, Treasury, Finance, Risk Management, Financial Risk, Auditing, Relationship Management, Accounting, Internal Controls, Operational Risk..., Investment Management, Treasury Management, Asset Management, Banking, Financial Services, Hedge Funds, Internal Audit, Operational Risk, Capital Markets, AML, Investments
Education
Pace University 2009 — 2013
MBA, Strategic Management
Saint John's University - Peter J. Tobin College of Business 1994 — 1998
Bachelor of Science (BS), Accounting
JP Morgan October 2014 - Present
JPMorgan Chase June 2011 - October 2014
JPMorgan Chase May 2009 - June 2011
JPMorgan Chase March 2006 - May 2009
JPMorgan Chase September 1999 - April 2006
Skills
Asset Managment, Treasury, Finance, Risk Management, Financial Risk, Auditing, Relationship Management, Accounting, Internal Controls, Operational Risk..., Investment Management, Treasury Management, Asset Management, Banking, Financial Services, Hedge Funds, Internal Audit, Operational Risk, Capital Markets, AML, Investments
Education
Pace University 2009 — 2013
MBA, Strategic Management
Saint John's University - Peter J. Tobin College of Business 1994 — 1998
Bachelor of Science (BS), Accounting
Mark Baver's J.P. Morgan Experience August 1997 - October 2009
Job Executive Director JPMorgan
Industry Financial Services
Experience
JPMorgan Chase July 2012 - Present
Deutsche Bank October 2009 - July 2012
JP Morgan August 1997 - October 2009
Skills
Derivatives, Trading Systems, Financial Markets, Credit Derivatives, Investments, Private Equity, FX Options, Bonds, Hedge Funds, Structured Products, Options, Investment Banking, Capital Markets, Market Risk, Credit Risk, Equities, Bloomberg, Fixed Income, Electronic Trading, Swaps, Emerging Markets, Valuation, Corporate Finance, Interest Rate..., Securities, Trading, Risk Management, Financial Risk, Middle Office, Back Office, Portfolio Management, Financial Modeling, Asset Management, Equity Derivatives
Education
Penn State University 1990 — 1995
Bachelor's degree, Finance, General
JPMorgan Chase July 2012 - Present
Deutsche Bank October 2009 - July 2012
JP Morgan August 1997 - October 2009
Skills
Derivatives, Trading Systems, Financial Markets, Credit Derivatives, Investments, Private Equity, FX Options, Bonds, Hedge Funds, Structured Products, Options, Investment Banking, Capital Markets, Market Risk, Credit Risk, Equities, Bloomberg, Fixed Income, Electronic Trading, Swaps, Emerging Markets, Valuation, Corporate Finance, Interest Rate..., Securities, Trading, Risk Management, Financial Risk, Middle Office, Back Office, Portfolio Management, Financial Modeling, Asset Management, Equity Derivatives
Education
Penn State University 1990 — 1995
Bachelor's degree, Finance, General
William Mercado's J.P. Morgan Experience May 2008 - April 2009
Job Financial Systems Architect
Industry Financial Services
Experience
Rebar Systems, LLC September 2011 - Present
UBS June 2009 - September 2011
JP Morgan May 2008 - April 2009
Bear Stearns April 2001 - May 2008
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Johnson & Higgins 1991 - 1997
MetLife 1986 - 1993
Education
Pace University
Bachelor of Arts, Computer Science
Rebar Systems, LLC September 2011 - Present
UBS June 2009 - September 2011
JP Morgan May 2008 - April 2009
Bear Stearns April 2001 - May 2008
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Johnson & Higgins 1991 - 1997
MetLife 1986 - 1993
Education
Pace University
Bachelor of Arts, Computer Science
Wilson K's J.P. Morgan Experience May 1984 - Present
Job BDM at Eosoft Solutions LLC
Industry Human Resources
Experience
JP Morgan May 1984 - Present
Eosoft Solutions 2008 - 2010
Education
Osmania University
MBA, Finance
JP Morgan May 1984 - Present
Eosoft Solutions 2008 - 2010
Education
Osmania University
MBA, Finance
Peter Zaffuto's J.P. Morgan Experience December 1989 - December 1995
Job Vice President
Industry Financial Services
Experience
JP Morgan Chase 2009 - Present
JPMorgan Chase 2008 - Present
JPMorgan Chase & Co. January 2007 - Present
JP Morgan December 1989 - December 1995
Depository Trust Company August 1984 - July 1989
Education
Pace University 1980 — 1984
JP Morgan Chase 2009 - Present
JPMorgan Chase 2008 - Present
JPMorgan Chase & Co. January 2007 - Present
JP Morgan December 1989 - December 1995
Depository Trust Company August 1984 - July 1989
Education
Pace University 1980 — 1984
Daniel B. Reilly's J.P. Morgan Experience February 2014 - Present
Job Global Head of Operations Control Management Prime Brokerage Middle Office at JP Morgan
Industry Financial Services
Experience
JP Morgan February 2014 - Present
JP Morgan January 2012 - February 2014
JP Morgan March 2008 - January 2012
Bear Stearns May 1989 - March 2008
Education
Pace University
Queens College
JP Morgan February 2014 - Present
JP Morgan January 2012 - February 2014
JP Morgan March 2008 - January 2012
Bear Stearns May 1989 - March 2008
Education
Pace University
Queens College
Kenny Saint-Cyr's J.P. Morgan Experience December 1994 - June 1999
Job Independent Capital Markets Professional
Industry Capital Markets
Experience
Charles Schwab February 2003 - March 2004
JP Morgan December 1994 - June 1999
Swiss Bank Corporation 1989 - 1994
Skills
Fixed Income, Middle Office
Education
Pace University 1983 — 1987
Charles Schwab February 2003 - March 2004
JP Morgan December 1994 - June 1999
Swiss Bank Corporation 1989 - 1994
Skills
Fixed Income, Middle Office
Education
Pace University 1983 — 1987
Bill Funke's J.P. Morgan Experience June 2010 - Present
Job Vice President, U.S. Equity Research Product Management at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2010 - Present
Morgan Stanley Smith Barney October 2009 - September 2010
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Offitbank 2000 - 2001
Brown Brothers Harriman 1997 - 2000
Skills
Series 24, Series 87, Series 7, Series 63
Education
Pace University - Lubin School of Business
MBA (Honors), Financial Management
Providence College
Bachelor of Science, Marketing major, Finance minor
JP Morgan June 2010 - Present
Morgan Stanley Smith Barney October 2009 - September 2010
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Offitbank 2000 - 2001
Brown Brothers Harriman 1997 - 2000
Skills
Series 24, Series 87, Series 7, Series 63
Education
Pace University - Lubin School of Business
MBA (Honors), Financial Management
Providence College
Bachelor of Science, Marketing major, Finance minor
Tammy Crays's J.P. Morgan Experience April 2005 - June 2005
Job Social Media Technical Writer at AT&T Mobility
Industry Telecommunications
Experience
AT&T Mobility October 2012 - Present
AT&T Mobility February 2008 - October 2012
AT&T June 2007 - February 2008
Pittsburg State Univeristy June 2005 - June 2007
JP Morgan April 2005 - June 2005
Wal-Mart December 2003 - April 2005
Digital Lighthouse August 1999 - October 2002
Ennis Business Forms January 1998 - August 1999
Composition Warehouse July 1995 - December 1997
Livingston Laser Graphics August 1980 - April 1995
Skills
Call Center, Team Building, Instructional Design, Coaching, Supervisory Skills, Performance Management, Customer Service, Telecommunications, Customer Relations, Retail, Sales Management, Vendor Relations, Microsoft Office, Interviewing, Hiring, Inventory Management, Budgeting, Account Management, Process Improvement, Problem Solving, Forecasting, Mentoring, PowerPoint, Word, Leadership Development, Team Leadership, Team Management, Change Management, Documentation, Organizational..., Selling, Public Speaking, Analysis, Wireless, Excel, Small Business, Strategic Planning, Call Centers
Education
Pittsburg State University 2002 — 2004
MBA, Strategic Management
Pittsburg State University 1984 — 2002
Bachelor of Business Administration (B.B.A.), Strategic Management
AT&T Mobility October 2012 - Present
AT&T Mobility February 2008 - October 2012
AT&T June 2007 - February 2008
Pittsburg State Univeristy June 2005 - June 2007
JP Morgan April 2005 - June 2005
Wal-Mart December 2003 - April 2005
Digital Lighthouse August 1999 - October 2002
Ennis Business Forms January 1998 - August 1999
Composition Warehouse July 1995 - December 1997
Livingston Laser Graphics August 1980 - April 1995
Skills
Call Center, Team Building, Instructional Design, Coaching, Supervisory Skills, Performance Management, Customer Service, Telecommunications, Customer Relations, Retail, Sales Management, Vendor Relations, Microsoft Office, Interviewing, Hiring, Inventory Management, Budgeting, Account Management, Process Improvement, Problem Solving, Forecasting, Mentoring, PowerPoint, Word, Leadership Development, Team Leadership, Team Management, Change Management, Documentation, Organizational..., Selling, Public Speaking, Analysis, Wireless, Excel, Small Business, Strategic Planning, Call Centers
Education
Pittsburg State University 2002 — 2004
MBA, Strategic Management
Pittsburg State University 1984 — 2002
Bachelor of Business Administration (B.B.A.), Strategic Management
Yelena Kardonskaya's J.P. Morgan Experience June 2008 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns February 1998 - May 2008
SIAC 1996 - 1998
Education
Russian University of Economics named after G.V.Plekhanov 1989 — 1993
Bachelor, Economics and Computer Science
JP Morgan June 2008 - Present
Bear Stearns February 1998 - May 2008
SIAC 1996 - 1998
Education
Russian University of Economics named after G.V.Plekhanov 1989 — 1993
Bachelor, Economics and Computer Science
KaBik Tseung's J.P. Morgan Experience April 2015 - Present
Job Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
JPMorgan Chase & Co. August 2013 - March 2015
JP Morgan June 2008 - August 2013
Bear Stearns May 2007 - June 2008
Morgan Stanley September 2004 - May 2007
Skills
Financial Analysis, Process Improvement, Equities, Investment Banking, Financial Modeling, Securities, Analysis, Risk Management
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance
J.P. Morgan April 2015 - Present
JPMorgan Chase & Co. August 2013 - March 2015
JP Morgan June 2008 - August 2013
Bear Stearns May 2007 - June 2008
Morgan Stanley September 2004 - May 2007
Skills
Financial Analysis, Process Improvement, Equities, Investment Banking, Financial Modeling, Securities, Analysis, Risk Management
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance
Gary Bredow, CPC's J.P. Morgan Experience June 2008 - July 2011
Job Senior Management Consultant
Industry Investment Banking
Experience
Doshi Consulting Solutions, Inc May 2014 - Present
Information Technology/Financial Management April 2013 - April 2014
Silver Management Group Inc September 2012 - March 2013
BlackRock July 2011 - April 2012
JP Morgan June 2008 - July 2011
Bear Stearns & Co April 1990 - June 2008
Skills
Prime Brokerage, Equities, Fixed Income, Portfolio Management, Back Office, Reconciliation, Accounting
Education
IPEC (Institute for Professional Excellence in Coaching) 2013 — 2014
Certified Professional Coach, Energy Leadership Index Master Practitioner (ELI-MP), Business Coaching (Leadership & Executive)
Pace University
BBA, Information Technology & Management
Doshi Consulting Solutions, Inc May 2014 - Present
Information Technology/Financial Management April 2013 - April 2014
Silver Management Group Inc September 2012 - March 2013
BlackRock July 2011 - April 2012
JP Morgan June 2008 - July 2011
Bear Stearns & Co April 1990 - June 2008
Skills
Prime Brokerage, Equities, Fixed Income, Portfolio Management, Back Office, Reconciliation, Accounting
Education
IPEC (Institute for Professional Excellence in Coaching) 2013 — 2014
Certified Professional Coach, Energy Leadership Index Master Practitioner (ELI-MP), Business Coaching (Leadership & Executive)
Pace University
BBA, Information Technology & Management
Amanda Sherwood's J.P. Morgan Experience 2013 - 2015
Job Vice President, Project Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2013 - 2015
JP Morgan 2010 - 2013
Morgan Stanley 2008 - 2010
Morgan Stanley 2001 - 2008
Skills
Commodity, Fixed Income, Natural Gas, Derivatives, Equities, Valuation
Education
Pace University
Master of Business Administration (M.B.A.), Management
Siena College
Bachelor's Degree, Finance
J.P. Morgan 2013 - 2015
JP Morgan 2010 - 2013
Morgan Stanley 2008 - 2010
Morgan Stanley 2001 - 2008
Skills
Commodity, Fixed Income, Natural Gas, Derivatives, Equities, Valuation
Education
Pace University
Master of Business Administration (M.B.A.), Management
Siena College
Bachelor's Degree, Finance
Donald Fleurantin's J.P. Morgan Experience June 2010 - August 2010
Job US Private Equity Lead at Thomson Reuters
Industry Venture Capital & Private Equity
Experience
Thomson Reuters May 2012 - Present
Geeks Rule April 2013 - Present
Venturoo February 2011 - December 2014
Wizpert January 2012 - December 2012
Conversion Partners LLC June 2011 - January 2012
Locality, Inc. June 2011 - September 2011
JP Morgan June 2010 - August 2010
Management Leadership for Tomorrow June 2009 - August 2010
Dealogic February 2010 - May 2010
Goldman Sachs June 2009 - August 2009
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance (Business Honors)
Seton Hall Preparatory School 2003 — 2007
Thomson Reuters May 2012 - Present
Geeks Rule April 2013 - Present
Venturoo February 2011 - December 2014
Wizpert January 2012 - December 2012
Conversion Partners LLC June 2011 - January 2012
Locality, Inc. June 2011 - September 2011
JP Morgan June 2010 - August 2010
Management Leadership for Tomorrow June 2009 - August 2010
Dealogic February 2010 - May 2010
Goldman Sachs June 2009 - August 2009
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance (Business Honors)
Seton Hall Preparatory School 2003 — 2007
Margie Capriglione's J.P. Morgan Experience February 1999 - July 2014
Job Vice President
Industry Financial Services
Experience
Cantor Fitzgerald October 2014 - Present
JP Morgan February 1999 - July 2014
Robb Peck McCooey February 1987 - June 1998
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Equities, Derivatives, Series 7, Bloomberg, Equity Derivatives, Options, Securities, Alternative Investments, FX Options, Swaps, Middle Office, Bonds, Electronic Trading, Trading Systems, Capital Markets, Investment Banking, Trading, Corporate Actions, Financial Risk, Emerging Markets, Investments, Financial Services, Settlement, Series 63, Financial Modeling, Structured Products, Portfolio Management, Commodity, Market Data, Private Equity, Asset Allocation, Investment Management, Credit Derivatives, Asset Management, FINRA, Equity Trading, FX trading, Valuation, Securities Lending, Financial Markets, Interest Rate..., Credit, Fund Of Funds, Bloomberg Terminal, Back Office, Mutual Funds, Finance
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance
Cantor Fitzgerald October 2014 - Present
JP Morgan February 1999 - July 2014
Robb Peck McCooey February 1987 - June 1998
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Equities, Derivatives, Series 7, Bloomberg, Equity Derivatives, Options, Securities, Alternative Investments, FX Options, Swaps, Middle Office, Bonds, Electronic Trading, Trading Systems, Capital Markets, Investment Banking, Trading, Corporate Actions, Financial Risk, Emerging Markets, Investments, Financial Services, Settlement, Series 63, Financial Modeling, Structured Products, Portfolio Management, Commodity, Market Data, Private Equity, Asset Allocation, Investment Management, Credit Derivatives, Asset Management, FINRA, Equity Trading, FX trading, Valuation, Securities Lending, Financial Markets, Interest Rate..., Credit, Fund Of Funds, Bloomberg Terminal, Back Office, Mutual Funds, Finance
Education
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance
Rosalind Secker-Walker's J.P. Morgan Experience May 2012 - Present
Job Prime Services, J.P.Morgan
Industry Banking
Experience
JP Morgan May 2012 - Present
Credit Suisse June 2003 - May 2012
Goldman Sachs September 1997 - June 2003
Skills
Hedge Funds, Equities, Derivatives, Fixed Income, Prime Brokerage, Trading Systems, Emerging Markets, Investment Banking, FX Options, Capital Markets
Education
Oxford Brookes University 1992 — 1997
BA (Hons), Town and Country Planning
Kylemore Abbey 1983 — 1989
JP Morgan May 2012 - Present
Credit Suisse June 2003 - May 2012
Goldman Sachs September 1997 - June 2003
Skills
Hedge Funds, Equities, Derivatives, Fixed Income, Prime Brokerage, Trading Systems, Emerging Markets, Investment Banking, FX Options, Capital Markets
Education
Oxford Brookes University 1992 — 1997
BA (Hons), Town and Country Planning
Kylemore Abbey 1983 — 1989
Guy Principe's J.P. Morgan Experience September 1979 - September 1989
Job Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 1997 - Present
Chase September 1989 - October 1997
JP Morgan September 1979 - September 1989
Skills
Financial Services, Visio, Business Analysis, Strategic Financial..., Insurance, Risk Management, Financial Analysis, Financial Modeling, Investments, Fixed Income, Change Management, SDLC, Mutual Funds
Education
Pace University - Lubin School of Business 1979 — 1982
BBA, Accounting
Prudential Financial October 1997 - Present
Chase September 1989 - October 1997
JP Morgan September 1979 - September 1989
Skills
Financial Services, Visio, Business Analysis, Strategic Financial..., Insurance, Risk Management, Financial Analysis, Financial Modeling, Investments, Fixed Income, Change Management, SDLC, Mutual Funds
Education
Pace University - Lubin School of Business 1979 — 1982
BBA, Accounting
David Marion, CFA's J.P. Morgan Experience 2008 - 2011
Job Board President at Performance Santa Fe
Industry Financial Services
Steve Case's J.P. Morgan Experience November 2006 - June 2008
Job Partner at Water Oaks Capital
Industry Investment Management
Experience
Water Oaks Capital March 2011 - Present
CNL Financial Group March 2009 - March 2011
JP Morgan November 2006 - June 2008
J.P. Morgan August 2006 - November 2006
Skills
Real Estate, Valuation, Private Equity, Investments, Due Diligence, Financial Modeling, Financial Analysis, Investment Properties, Start-ups, Entrepreneurship, Commercial Real Estate, Loans, Finance, Mergers & Acquisitions, Management, Leadership, Portfolio Management, Asset Management, Acquisitions, Real Estate Development, Strategy
Education
Pepperdine University 2002 — 2006
Business, Business Management, Marketing
Water Oaks Capital March 2011 - Present
CNL Financial Group March 2009 - March 2011
JP Morgan November 2006 - June 2008
J.P. Morgan August 2006 - November 2006
Skills
Real Estate, Valuation, Private Equity, Investments, Due Diligence, Financial Modeling, Financial Analysis, Investment Properties, Start-ups, Entrepreneurship, Commercial Real Estate, Loans, Finance, Mergers & Acquisitions, Management, Leadership, Portfolio Management, Asset Management, Acquisitions, Real Estate Development, Strategy
Education
Pepperdine University 2002 — 2006
Business, Business Management, Marketing
Christopher Monello, CFA's J.P. Morgan Experience July 2014 - Present
Job Corporate Finance Advisory at J.P. Morgan
Industry Financial Services
Valencia Haynes's J.P. Morgan Experience 1987 - 1989
Job Vice President at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley March 2001 - June 2009
Morgan Stanley Dean Witter May 1997 - March 2001
Dean Witter April 1996 - May 1997
Loews Corporation November 1993 - April 1996
Merrill Lynch July 1990 - November 1993
JP Morgan 1987 - 1989
Skills
Wealth Management, SDLC, Fixed Income, Program Management, PMO, Trading Systems, Financial Services, Securities, Capital Markets, Equities, Software Project..., Vendor Management, Portfolio Management, Business Analysis, Market Data, Risk Management, Requirements Gathering, Project Management
Education
Pace University 1985 — 1990
BBA, MIS
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley March 2001 - June 2009
Morgan Stanley Dean Witter May 1997 - March 2001
Dean Witter April 1996 - May 1997
Loews Corporation November 1993 - April 1996
Merrill Lynch July 1990 - November 1993
JP Morgan 1987 - 1989
Skills
Wealth Management, SDLC, Fixed Income, Program Management, PMO, Trading Systems, Financial Services, Securities, Capital Markets, Equities, Software Project..., Vendor Management, Portfolio Management, Business Analysis, Market Data, Risk Management, Requirements Gathering, Project Management
Education
Pace University 1985 — 1990
BBA, MIS
Savithri Bhaskara's J.P. Morgan Experience October 2006 - October 2014
Job Senior Application Developer at Essendant
Industry Computer Software
Experience
Essendant September 2015 - Present
Essendant March 2015 - September 2015
JP Morgan October 2006 - October 2014
Satyam 1998 - 2003
Satyam Computer Services Limited 1998 - 2003
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Requirements Analysis, SOA, Requirements Gathering, .NET, Integration, Microsoft SQL Server, IT Strategy, Vendor Management, Business Analysis, Scrum, Agile Project Management, Java, ASP.NET, PL/SQL
Education
Osmania University
Essendant September 2015 - Present
Essendant March 2015 - September 2015
JP Morgan October 2006 - October 2014
Satyam 1998 - 2003
Satyam Computer Services Limited 1998 - 2003
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Requirements Analysis, SOA, Requirements Gathering, .NET, Integration, Microsoft SQL Server, IT Strategy, Vendor Management, Business Analysis, Scrum, Agile Project Management, Java, ASP.NET, PL/SQL
Education
Osmania University
Shannon Ward's J.P. Morgan Experience 2001 - 2004
Job Manager, Government Pricing at Sandoz
Industry Pharmaceuticals
Experience
Sandoz December 2013 - Present
Teva Pharmaceuticals April 2012 - December 2013
Cephalon, Inc May 2007 - April 2012
Wyeth 2006 - 2007
NCO Group 2004 - 2006
JP Morgan 2001 - 2004
JP Morgan 2000 - 2001
Skills
Pharmaceutical Industry, Government Contracting, Government Pricing, Analytics, Medicaid, Forecasting, System Implementations, SOP development, Validation, Market Access, Managed Care, Pharmaceutical Sales, Regulatory Affairs, Biotechnology, Neurology, Sop, Oncology, Cross-functional Team..., Strategy, Management, Product Launch, Process Improvement
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2010
MBA, Biotech and Health Industry Management
University of Pittsburgh 1996 — 2000
BA, Business, Communications, Int'l Studies
Sandoz December 2013 - Present
Teva Pharmaceuticals April 2012 - December 2013
Cephalon, Inc May 2007 - April 2012
Wyeth 2006 - 2007
NCO Group 2004 - 2006
JP Morgan 2001 - 2004
JP Morgan 2000 - 2001
Skills
Pharmaceutical Industry, Government Contracting, Government Pricing, Analytics, Medicaid, Forecasting, System Implementations, SOP development, Validation, Market Access, Managed Care, Pharmaceutical Sales, Regulatory Affairs, Biotechnology, Neurology, Sop, Oncology, Cross-functional Team..., Strategy, Management, Product Launch, Process Improvement
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2010
MBA, Biotech and Health Industry Management
University of Pittsburgh 1996 — 2000
BA, Business, Communications, Int'l Studies
Matthew Resnick's J.P. Morgan Experience May 2006 - August 2006
Job Director, Financial Planning & Analysis
Industry Media Production
Experience
iHeartMedia September 2015 - Present
Broadway Video January 2014 - August 2015
Fox News Channel July 2007 - December 2013
JP Morgan May 2006 - August 2006
Skills
Budgets, Financial Modeling, Financial Analysis, Digital Strategy, Revenue Forecasting, Management, Finance, Budgeting, Rate Card Analysis, Analysis, Business Development, Digital Media, Digital Business...
Education
Penn State University 2003 — 2007
BS, Finance
Suffern High School 2000 — 2003
iHeartMedia September 2015 - Present
Broadway Video January 2014 - August 2015
Fox News Channel July 2007 - December 2013
JP Morgan May 2006 - August 2006
Skills
Budgets, Financial Modeling, Financial Analysis, Digital Strategy, Revenue Forecasting, Management, Finance, Budgeting, Rate Card Analysis, Analysis, Business Development, Digital Media, Digital Business...
Education
Penn State University 2003 — 2007
BS, Finance
Suffern High School 2000 — 2003
Isabelle De Leonibus's J.P. Morgan Experience March 1985 - August 1992
Job Executive Recruiter
Industry Accounting
Experience
New York Life Insurance Company November 2013 - Present
AIG April 2011 - October 2013
Ernst & Young February 2010 - April 2011
Taproot Foundation September 2009 - November 2009
AllianceBernstein June 1996 - April 2009
White & Case September 1992 - June 1996
JP Morgan March 1985 - August 1992
Skills
Talent Acquisition, Recruiting, Human Resources, Talent Management, Employee Relations, Interviews, Sourcing
Education
Pace University
MBA, Finance
New York Life Insurance Company November 2013 - Present
AIG April 2011 - October 2013
Ernst & Young February 2010 - April 2011
Taproot Foundation September 2009 - November 2009
AllianceBernstein June 1996 - April 2009
White & Case September 1992 - June 1996
JP Morgan March 1985 - August 1992
Skills
Talent Acquisition, Recruiting, Human Resources, Talent Management, Employee Relations, Interviews, Sourcing
Education
Pace University
MBA, Finance
Lauren Cody's J.P. Morgan Experience May 1999 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan May 1999 - Present
Bear Stearns May 1999 - March 2008
Education
University of Rhode Island - College of Business Administration 1992 — 1996
B.S., Accounting
Pace University - Lubin School of Business
M.S., Investment Management
JP Morgan May 1999 - Present
Bear Stearns May 1999 - March 2008
Education
University of Rhode Island - College of Business Administration 1992 — 1996
B.S., Accounting
Pace University - Lubin School of Business
M.S., Investment Management
Thea Kelly's J.P. Morgan Experience May 1993 - September 1997
Job Accounting Manager, HR Officer, IT Liaison at J.K. Adams Co.
Industry Accounting
Experience
J.K. Adams Co. February 2013 - Present
Dorothea M. Kelly Consulting November 2008 - January 2015
Robert Half Management Resources July 2007 - July 2008
Credit Suisse First Boston October 2005 - July 2007
Lehman Brothers May 2001 - October 2005
JP Morgan May 1993 - September 1997
Salomon Brothers 1985 - 1993
Peat, Marwick, Mitchell & Co. January 1980 - May 1985
Skills
Internal Controls, Risk Management, Operational Risk, FINOP, Financial Reporting, Regulatory Reporting, Corporate Governance, Start-ups, Finance, Financial Analysis, Accounting, Banking, Business Planning, Auditing, Equities, Financial Modeling, Financial Risk, Mergers & Acquisitions, Management, Financial Services, Business Process..., Fixed Income, Management Consulting, Manufacturing, Risk Assessment, Enterprise Risk..., Tax, Asset Management, Valuation, Credit, Due Diligence, Sarbanes-Oxley Act, Change Management, Corporate Finance, Internal Audit, Forecasting, Capital Markets, IT Audit, Restructuring, Options, Investment Banking, Governance, Derivatives, Budgets, Policy, Securities
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Public Accounting
SUNY Albany
J.K. Adams Co. February 2013 - Present
Dorothea M. Kelly Consulting November 2008 - January 2015
Robert Half Management Resources July 2007 - July 2008
Credit Suisse First Boston October 2005 - July 2007
Lehman Brothers May 2001 - October 2005
JP Morgan May 1993 - September 1997
Salomon Brothers 1985 - 1993
Peat, Marwick, Mitchell & Co. January 1980 - May 1985
Skills
Internal Controls, Risk Management, Operational Risk, FINOP, Financial Reporting, Regulatory Reporting, Corporate Governance, Start-ups, Finance, Financial Analysis, Accounting, Banking, Business Planning, Auditing, Equities, Financial Modeling, Financial Risk, Mergers & Acquisitions, Management, Financial Services, Business Process..., Fixed Income, Management Consulting, Manufacturing, Risk Assessment, Enterprise Risk..., Tax, Asset Management, Valuation, Credit, Due Diligence, Sarbanes-Oxley Act, Change Management, Corporate Finance, Internal Audit, Forecasting, Capital Markets, IT Audit, Restructuring, Options, Investment Banking, Governance, Derivatives, Budgets, Policy, Securities
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Public Accounting
SUNY Albany
Anthony Fickeisen's J.P. Morgan Experience May 1997 - February 2010
Job Trust Officer, SR. at Huntington Nat. Bank
Industry Investment Management
Experience
Huntington National Bank February 2010 - Present
JP Morgan May 1997 - February 2010
Skills
Wealth Management, Wealth Management..., Trust Management, Trust Services, Personal Trust, Asset Management, Estate Planning, Investment Management, Retirement Planning, Private Banking
Education
Otterbein College 2001 — 2007
Business Administration
Big Walnut
Huntington National Bank February 2010 - Present
JP Morgan May 1997 - February 2010
Skills
Wealth Management, Wealth Management..., Trust Management, Trust Services, Personal Trust, Asset Management, Estate Planning, Investment Management, Retirement Planning, Private Banking
Education
Otterbein College 2001 — 2007
Business Administration
Big Walnut
Michael Vitale's J.P. Morgan Experience 1993 - 1995
Job Director, Information Systems at Prudential
Industry Information Technology and Services
Experience
Prudential Financial 2006 - Present
Prudential April 1998 - Present
Deutsche Bank 1996 - 1998
Merrill Lynch 1995 - 1996
J.P. Morgan 1993 - 1995
JP Morgan 1988 - 1993
Skills
SDLC, Process Improvement, IT Management, Enterprise Architecture, IT Strategy, Vendor Management, Business Analysis, Disaster Recovery, Project Portfolio..., Visio, Project Management, PMO, PMP
Education
Pace University 1984 — 1988
BBA, Management Information Systems
Yee's Hung Ga Kung Fu Acadamy
Bachelor of Business Administration (BBA), Management Information Systems
Prudential Financial 2006 - Present
Prudential April 1998 - Present
Deutsche Bank 1996 - 1998
Merrill Lynch 1995 - 1996
J.P. Morgan 1993 - 1995
JP Morgan 1988 - 1993
Skills
SDLC, Process Improvement, IT Management, Enterprise Architecture, IT Strategy, Vendor Management, Business Analysis, Disaster Recovery, Project Portfolio..., Visio, Project Management, PMO, PMP
Education
Pace University 1984 — 1988
BBA, Management Information Systems
Yee's Hung Ga Kung Fu Acadamy
Bachelor of Business Administration (BBA), Management Information Systems
Kathleen Hagan's J.P. Morgan Experience 1983 - 1987
Job College and Career Project Liaison for Fairfax County Public Schools
Industry Nonprofit Organization Management
Experience
Fairfax County Public Schools June 2014 - Present
Inova Health System October 2012 - June 2014
MicroStrategy September 2009 - December 2010
Bank of America 1993 - 2000
Computer Task Group 1991 - 1993
Dun & Bradstreet Corporation 1987 - 1991
JP Morgan 1983 - 1987
Skills
Project Management, Event Planning, Healthcare Human..., Fast Paced Work..., Information Technology
Education
Pace University - Lubin School of Business
MBA, Finance, Strategic Management
Syracuse University - Martin J. Whitman School of Management
B.S., Information Systems
Fairfax County Public Schools June 2014 - Present
Inova Health System October 2012 - June 2014
MicroStrategy September 2009 - December 2010
Bank of America 1993 - 2000
Computer Task Group 1991 - 1993
Dun & Bradstreet Corporation 1987 - 1991
JP Morgan 1983 - 1987
Skills
Project Management, Event Planning, Healthcare Human..., Fast Paced Work..., Information Technology
Education
Pace University - Lubin School of Business
MBA, Finance, Strategic Management
Syracuse University - Martin J. Whitman School of Management
B.S., Information Systems
Karina Weber's J.P. Morgan Experience 2003 - 2007
Job Product Manager Global Case Manager at Citi
Industry Computer Software
Experience
Citi May 2014 - Present
Barclays Investment Bank April 2013 - May 2014
Actimize March 2007 - March 2013
JP Morgan 2003 - 2007
Credit Agricole Indosuez 2000 - 2003
Deutsche Bank 1998 - 2000
Skills
CRM, Software Development, SaaS, Pre-sales, Business Intelligence, Software Project..., Solution Selling, Product Management, SDLC, Financial Services, Business Analysis, Professional Services, Data Warehousing, Analytics, Cloud Computing, Enterprise Software, Salesforce.com, Agile Methodologies, Strategy, Integration, Risk Management, Product Marketing, Requirements Analysis, SQL, Solution Architecture, Enterprise Architecture, Vendor Management, IT Strategy, Business Process, Business Process..., IT Management
Education
Pace University 1992 — 1995
BS, Finance
Citi May 2014 - Present
Barclays Investment Bank April 2013 - May 2014
Actimize March 2007 - March 2013
JP Morgan 2003 - 2007
Credit Agricole Indosuez 2000 - 2003
Deutsche Bank 1998 - 2000
Skills
CRM, Software Development, SaaS, Pre-sales, Business Intelligence, Software Project..., Solution Selling, Product Management, SDLC, Financial Services, Business Analysis, Professional Services, Data Warehousing, Analytics, Cloud Computing, Enterprise Software, Salesforce.com, Agile Methodologies, Strategy, Integration, Risk Management, Product Marketing, Requirements Analysis, SQL, Solution Architecture, Enterprise Architecture, Vendor Management, IT Strategy, Business Process, Business Process..., IT Management
Education
Pace University 1992 — 1995
BS, Finance
Chiara Siliato's J.P. Morgan Experience March 1989 - June 2007
Job VP at Deutsche Bank Ag
Industry Financial Services
Experience
Deutsche Bank Ag June 2007 - Present
JP Morgan March 1989 - June 2007
JPMorgan Chase 2002 - 2006
Education
Pace University 1983 — 1987
BBA, Marketing
Deutsche Bank Ag June 2007 - Present
JP Morgan March 1989 - June 2007
JPMorgan Chase 2002 - 2006
Education
Pace University 1983 — 1987
BBA, Marketing
Randy Rose's J.P. Morgan Experience IT DirectorJ.P. Morgan2012 - Present
Job Managing Director
Industry Financial Services
Experience
JP Morgan IT DirectorJ.P. Morgan2012 - Present
Education
Penn State University 1983 — 1987
Bachelor's Degree, Finance, General
JP Morgan IT DirectorJ.P. Morgan2012 - Present
Education
Penn State University 1983 — 1987
Bachelor's Degree, Finance, General
Peggy D'Amato-Freeman's J.P. Morgan Experience January 1985 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Carol Lynaugh's J.P. Morgan Experience 1977 - 2001
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
JP Morgan 1977 - 2001
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Management Information Systems
JP Morgan 1977 - 2001
Education
Pace University - Lubin School of Business 1978 — 1982
BBA, Management Information Systems
Anthony Vaccari's J.P. Morgan Experience 1980 - 1984
Job Managing Director at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service June 2009 - Present
Wellington Management March 2007 - December 2008
Credit Suisse 1999 - 2007
UBS 1984 - 1999
JP Morgan 1980 - 1984
Skills
Program Management, Enterprise Software, Strategic Planning, Strategy, Investment Banking, Reference Data, Business Analysis, Capital Markets, Financial Services, Fixed Income, Leadership, Management, Start-ups, SDLC, Integration, Change Management, Market Data, Trading Systems, Enterprise Architecture, IT Strategy, Vendor Management
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, International Banking
Moody's Investors Service June 2009 - Present
Wellington Management March 2007 - December 2008
Credit Suisse 1999 - 2007
UBS 1984 - 1999
JP Morgan 1980 - 1984
Skills
Program Management, Enterprise Software, Strategic Planning, Strategy, Investment Banking, Reference Data, Business Analysis, Capital Markets, Financial Services, Fixed Income, Leadership, Management, Start-ups, SDLC, Integration, Change Management, Market Data, Trading Systems, Enterprise Architecture, IT Strategy, Vendor Management
Education
Pace University - Lubin School of Business 1986 — 1989
MBA, International Banking
Lance Feinman, CFA's J.P. Morgan Experience May 2014 - Present
Job Institutional Equity Sales at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan May 2014 - Present
JP Morgan January 2013 - May 2014
JP Morgan June 2010 - January 2013
TPG-Axon Capital May 2006 - June 2010
TPG-Axon Capital May 2006 - May 2009
Skills
Hedge Funds, Equities, Equity Derivatives, Options, Valuation, Swaps, Volatility, Bloomberg, Hedging, Asset Management, Market Data, Trading, Capital Markets, Derivatives, Alternative Investments, Fixed Income, Investment Banking
Education
Penn State University 2001 — 2005
BS and MS, Accounting, Finance
J.P. Morgan May 2014 - Present
JP Morgan January 2013 - May 2014
JP Morgan June 2010 - January 2013
TPG-Axon Capital May 2006 - June 2010
TPG-Axon Capital May 2006 - May 2009
Skills
Hedge Funds, Equities, Equity Derivatives, Options, Valuation, Swaps, Volatility, Bloomberg, Hedging, Asset Management, Market Data, Trading, Capital Markets, Derivatives, Alternative Investments, Fixed Income, Investment Banking
Education
Penn State University 2001 — 2005
BS and MS, Accounting, Finance
Diane Neary's J.P. Morgan Experience July 1982 - June 2009
Job Regional Director Delaware Office at MakeAWish Foundation of the MidAtlantic
Industry Nonprofit Organization Management
Experience
Make-A-Wish Foundation of the Mid-Atlantic May 2011 - November 2011
Serviam Girls Academy April 2010 - February 2011
JP Morgan July 1982 - June 2009
JPMorgan 1995 - 2009
Education
Pace University
Make-A-Wish Foundation of the Mid-Atlantic May 2011 - November 2011
Serviam Girls Academy April 2010 - February 2011
JP Morgan July 1982 - June 2009
JPMorgan 1995 - 2009
Education
Pace University
Mary Tallent's J.P. Morgan Experience November 1998 - April 2002
Job Project Manager, Logistic Systems
Industry Computer Software
Experience
Logistic Systems November 2002 - Present
JP Morgan November 1998 - April 2002
New York Public Library 1996 - 1998
Bankers Trust September 1994 - September 1996
Chemical Bank September 1987 - 1994
Westchester Federal Savings Bank 1982 - 1987
Skills
Requirements Analysis, Agile Methodologies, Software Documentation, Project Management, Software Development, Databases, Microsoft SQL Server, SQL, PMP, Quality Assurance, Technical Documentation, Team Leadership, Business Analysis, Microsoft Office, Program Management, SDLC, Leadership
Education
Pace University - Lubin School of Business 1982 — 1987
MBA, Management Information Systems
Siena College 1977 — 1981
BS, marketing
Logistic Systems November 2002 - Present
JP Morgan November 1998 - April 2002
New York Public Library 1996 - 1998
Bankers Trust September 1994 - September 1996
Chemical Bank September 1987 - 1994
Westchester Federal Savings Bank 1982 - 1987
Skills
Requirements Analysis, Agile Methodologies, Software Documentation, Project Management, Software Development, Databases, Microsoft SQL Server, SQL, PMP, Quality Assurance, Technical Documentation, Team Leadership, Business Analysis, Microsoft Office, Program Management, SDLC, Leadership
Education
Pace University - Lubin School of Business 1982 — 1987
MBA, Management Information Systems
Siena College 1977 — 1981
BS, marketing
Debra Quas's J.P. Morgan Experience October 2006 - March 2014
Job Assistant Controller at GE Capital
Industry Banking
Experience
GE Capital March 2014 - Present
JP Morgan October 2006 - March 2014
Bear Stearns October 2006 - June 2008
Deutsche Bank 2003 - 2006
Skills
Financial Services
Education
Pace University - Lubin School of Business 2002 — 2005
MBA, Finance
GE Capital March 2014 - Present
JP Morgan October 2006 - March 2014
Bear Stearns October 2006 - June 2008
Deutsche Bank 2003 - 2006
Skills
Financial Services
Education
Pace University - Lubin School of Business 2002 — 2005
MBA, Finance
Feliks Kerman's J.P. Morgan Experience April 2010 - May 2011
Job Research at Visium Asset Management
Industry Investment Banking
Experience
Visium Asset Management August 2014 - Present
JPMorgan Chase & Co. May 2014 - August 2014
JPMorgan Chase August 2013 - May 2014
JPMorgan Chase & Co. August 2012 - August 2013
JPMorgan Chase & Co. August 2011 - July 2012
JP Morgan April 2010 - May 2011
Vesta GMS 2009 - August 2010
Skills
Finance, Accounting, Financial Reporting, Valuation, Budgets, Forecasting, Investment Banking, Analysis, Microsoft Excel, Trading, Pricing, Management Consulting, Financial Analysis, Financial Modeling, Bloomberg, Fixed Income, Equities, Derivatives, Corporate Finance, Hedge Funds, Microsoft Office, Bloomberg Terminal
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance
Pace University - Lubin School of Business 2008 — 2012
BBA, Accounting
Visium Asset Management August 2014 - Present
JPMorgan Chase & Co. May 2014 - August 2014
JPMorgan Chase August 2013 - May 2014
JPMorgan Chase & Co. August 2012 - August 2013
JPMorgan Chase & Co. August 2011 - July 2012
JP Morgan April 2010 - May 2011
Vesta GMS 2009 - August 2010
Skills
Finance, Accounting, Financial Reporting, Valuation, Budgets, Forecasting, Investment Banking, Analysis, Microsoft Excel, Trading, Pricing, Management Consulting, Financial Analysis, Financial Modeling, Bloomberg, Fixed Income, Equities, Derivatives, Corporate Finance, Hedge Funds, Microsoft Office, Bloomberg Terminal
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance
Pace University - Lubin School of Business 2008 — 2012
BBA, Accounting
Tom DeMattia's J.P. Morgan Experience October 2010 - September 2014
Job Manager at KPMG Consulting
Industry Financial Services
Experience
KPMG September 2014 - Present
JP Morgan October 2010 - September 2014
Lazard Asset Management July 1999 - October 2010
Skills
Equities, Fixed Income, Hedge Funds, Asset Management, Investments, Mutual Funds, Portfolio Management, Bloomberg, Alternative Investments, Securities, Capital Markets, Financial Analysis, Financial Services, Derivatives, Finance, Management, Valuation
Education
Pace University - Lubin School of Business 2004 — 2007
MBA, Information Systems
Saint Michael's College 1995 — 1999
BS, Business Admin
KPMG September 2014 - Present
JP Morgan October 2010 - September 2014
Lazard Asset Management July 1999 - October 2010
Skills
Equities, Fixed Income, Hedge Funds, Asset Management, Investments, Mutual Funds, Portfolio Management, Bloomberg, Alternative Investments, Securities, Capital Markets, Financial Analysis, Financial Services, Derivatives, Finance, Management, Valuation
Education
Pace University - Lubin School of Business 2004 — 2007
MBA, Information Systems
Saint Michael's College 1995 — 1999
BS, Business Admin
Andrew Sussman's J.P. Morgan Experience September 2008 - December 2010
Job Business Manager
Industry Investment Banking
Experience
DW Partners, LP December 2010 - Present
JP Morgan September 2008 - December 2010
Bear Stearns May 2006 - September 2008
Education
Penn State University 2002 — 2006
BS, Finance
DW Partners, LP December 2010 - Present
JP Morgan September 2008 - December 2010
Bear Stearns May 2006 - September 2008
Education
Penn State University 2002 — 2006
BS, Finance
Christine Cirillo's J.P. Morgan Experience 1982 - 1996
Job Securities Industry ProfessionalMBA;Process Improvement Analyst, Writer
Industry Financial Services
Experience
Financial Women's Association 2010 - Present
PACE University 1991 - Present
Zero Chaos April 2012 - November 2012
The Bank of New York Mellon 1996 - 2009
JP Morgan 1982 - 1996
Skills
Process Improvement, Business Relationship..., Business Requirements, Analysis, Securities, Problem Solving, Banking, Finance, Financial Services, SDLC, Business Analysis, Relationship Management, Project Management, Management, Fixed Income, Leadership, Fundraising, Risk Management, Equities
Education
PACE University - Encore 2014 — 2014
Pace University - Lubin School of Business 1985 — 1989
MBA
St. Francis College 1978 — 1982
B.S.
Right Management 2009 — 2010
St. Brendan's High School 1974 — 1978
St. Brendan's Elementary School 1966 — 1974
Financial Women's Association 2010 - Present
PACE University 1991 - Present
Zero Chaos April 2012 - November 2012
The Bank of New York Mellon 1996 - 2009
JP Morgan 1982 - 1996
Skills
Process Improvement, Business Relationship..., Business Requirements, Analysis, Securities, Problem Solving, Banking, Finance, Financial Services, SDLC, Business Analysis, Relationship Management, Project Management, Management, Fixed Income, Leadership, Fundraising, Risk Management, Equities
Education
PACE University - Encore 2014 — 2014
Pace University - Lubin School of Business 1985 — 1989
MBA
St. Francis College 1978 — 1982
B.S.
Right Management 2009 — 2010
St. Brendan's High School 1974 — 1978
St. Brendan's Elementary School 1966 — 1974
XING WAN's J.P. Morgan Experience DirectorUBS Investment BankJune 2011 - Present
Job Director at UBS Investment Bank
Industry Investment Management
Marco Micheli's J.P. Morgan Experience September 2013 - Present
Job Associate, Global Clients Group at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
JP Morgan August 2010 - September 2013
Goldman Sachs June 2008 - September 2008
Skills
Equity Derivatives, Equities, Derivatives, Options Strategies, Structured Products, Options, Hedge Funds, Financial Markets, Capital Markets
Education
Università Commerciale 'Luigi Bocconi' 2007 — 2010
Graduate School, Finance
University of San Diego 2009 — 2009
Exchange Program, Master Business Administration (MBA)
Politecnico di Milano 2004 — 2007
Undergraduate, Engineering Management
J.P. Morgan September 2013 - Present
JP Morgan August 2010 - September 2013
Goldman Sachs June 2008 - September 2008
Skills
Equity Derivatives, Equities, Derivatives, Options Strategies, Structured Products, Options, Hedge Funds, Financial Markets, Capital Markets
Education
Università Commerciale 'Luigi Bocconi' 2007 — 2010
Graduate School, Finance
University of San Diego 2009 — 2009
Exchange Program, Master Business Administration (MBA)
Politecnico di Milano 2004 — 2007
Undergraduate, Engineering Management
Paul Ziajski's J.P. Morgan Experience 1996 - 1999
Job Realtor Associate at Keller Williams Realty
Industry Health, Wellness and Fitness
Experience
Keller Williams February 2014 - Present
Distinctive Property Management November 2012 - Present
Lucid Diagnostic Imaging Services, LLC December 2005 - Present
Better Homes Realty NJ February 2013 - February 2014
Knight Capital Group 2002 - 2005
Credit Suisse 1999 - 2002
JP Morgan 1996 - 1999
Morgan Stanley 1994 - 1996
BlackRock 1992 - 1994
Skills
Equities, Real Estate, Property Management, Investment Properties, Diagnostic Ultrasound, Ultrasound, Staffing Services, Temporary Staffing, Drag Racing, Real Estate Transactions, Income Properties, Rental Real Estate, Rental Homes, Rent Collection, Equity Trading, Trading, New Business Development, Entrepreneurship, Fixed Income, Medical Imaging, Trading Systems, Asset Management, Options, Series 7, Electronic Trading, Sales, Rentals, Selling, Marketing
Education
Pace University - Lubin School of Business 1990 — 1994
BBA, Management Information Systems
Keller Williams February 2014 - Present
Distinctive Property Management November 2012 - Present
Lucid Diagnostic Imaging Services, LLC December 2005 - Present
Better Homes Realty NJ February 2013 - February 2014
Knight Capital Group 2002 - 2005
Credit Suisse 1999 - 2002
JP Morgan 1996 - 1999
Morgan Stanley 1994 - 1996
BlackRock 1992 - 1994
Skills
Equities, Real Estate, Property Management, Investment Properties, Diagnostic Ultrasound, Ultrasound, Staffing Services, Temporary Staffing, Drag Racing, Real Estate Transactions, Income Properties, Rental Real Estate, Rental Homes, Rent Collection, Equity Trading, Trading, New Business Development, Entrepreneurship, Fixed Income, Medical Imaging, Trading Systems, Asset Management, Options, Series 7, Electronic Trading, Sales, Rentals, Selling, Marketing
Education
Pace University - Lubin School of Business 1990 — 1994
BBA, Management Information Systems
Robert Zelinski's J.P. Morgan Experience 1977 - 2003
Job Owner & President at Robert Zelinski Incorporated
Industry Construction
Experience
Robert Zelinski Incorporated April 2003 - Present
The Chase Manhattan Bank 1977 - 2003
JP Morgan 1977 - 2003
Skills
Home, Residential, Remodeling, Residential Homes, Asset Managment, Renovation, Investment Properties, Real Estate, Asset Management, Strategic Planning, Construction, Real Estate Development, Property Management, Commercial Real Estate, Project Management, Business Planning, Contract Negotiation, New Business Development
Education
Pace University-New York
Queens College
Robert Zelinski Incorporated April 2003 - Present
The Chase Manhattan Bank 1977 - 2003
JP Morgan 1977 - 2003
Skills
Home, Residential, Remodeling, Residential Homes, Asset Managment, Renovation, Investment Properties, Real Estate, Asset Management, Strategic Planning, Construction, Real Estate Development, Property Management, Commercial Real Estate, Project Management, Business Planning, Contract Negotiation, New Business Development
Education
Pace University-New York
Queens College
Chris Wolpert, CFA's J.P. Morgan Experience June 2010 - September 2013
Job
Industry Financial Services
Experience
KeyBanc Capital Markets January 2015 - Present
Laidlaw & Company October 2013 - December 2014
JP Morgan June 2010 - September 2013
Pace University September 2009 - May 2010
HSBC August 2008 - May 2009
Skills
Fixed Income, Financial Modeling, Bloomberg, Equities, Financial Analysis, Management, Series 7, Series 63, Equity Research, Series 87, Valuation, Series 86
Education
Sacred Heart University 2004 — 2008
BS
Pace University 2009 — 2011
MBA
KeyBanc Capital Markets January 2015 - Present
Laidlaw & Company October 2013 - December 2014
JP Morgan June 2010 - September 2013
Pace University September 2009 - May 2010
HSBC August 2008 - May 2009
Skills
Fixed Income, Financial Modeling, Bloomberg, Equities, Financial Analysis, Management, Series 7, Series 63, Equity Research, Series 87, Valuation, Series 86
Education
Sacred Heart University 2004 — 2008
BS
Pace University 2009 — 2011
MBA
Allyson Yu's J.P. Morgan Experience March 2008 - Present
Job Associate at JP Morgan
Industry Banking
Cheryl Chang's J.P. Morgan Experience July 2010 - September 2010
Job Student, JD/MDR Pepperdine University, School of Law, Straus Institute of Dispute Resolution
Industry Law Practice
Experience
FINRA Dispute Resolution May 2014 - August 2014
Vicasa Limited Inc September 2010 - May 2014
JP Morgan July 2010 - September 2010
Morgan Stanley Smith Barney (formerly known May 2007 - July 2010
Morgan Stanley Smith Barney November 2006 - July 2010
Citigroup Smith Barney August 2006 - January 2007
USC Marshall Alumni Association (MAA) August 2005 - July 2006
Skills
Management, Sales, Marketing, Budgets, Time Management, Sales Management, Teamwork, Trading, Research, Interviews, Series 7, Wealth Management, Equities
Education
Pepperdine University School of Law 2013 — 2016
Doctor of Law (J.D.)/Masters, Dispute Resolution
Villanova University 2010 — 2010
Certificate, Project Management
University of Southern California (USC) 2004 — 2007
Bachelor of Science, Business Administration; Finance
University of Southern California - Marshall School of Business 2004 — 2007
Bachelor of Science, Business Administration, Corporate Finance
FINRA Dispute Resolution May 2014 - August 2014
Vicasa Limited Inc September 2010 - May 2014
JP Morgan July 2010 - September 2010
Morgan Stanley Smith Barney (formerly known May 2007 - July 2010
Morgan Stanley Smith Barney November 2006 - July 2010
Citigroup Smith Barney August 2006 - January 2007
USC Marshall Alumni Association (MAA) August 2005 - July 2006
Skills
Management, Sales, Marketing, Budgets, Time Management, Sales Management, Teamwork, Trading, Research, Interviews, Series 7, Wealth Management, Equities
Education
Pepperdine University School of Law 2013 — 2016
Doctor of Law (J.D.)/Masters, Dispute Resolution
Villanova University 2010 — 2010
Certificate, Project Management
University of Southern California (USC) 2004 — 2007
Bachelor of Science, Business Administration; Finance
University of Southern California - Marshall School of Business 2004 — 2007
Bachelor of Science, Business Administration, Corporate Finance
Barbara Bederman's J.P. Morgan Experience June 2008 - July 2009
Job Financial Systems Senior Analyst at Kansas City Life Insurance Company
Industry Computer Software
Experience
Kansas City Life Insurance Company November 2014 - Present
Safety National Casualty Corporation April 2012 - October 2013
Application Design Group, Inc. (ADG) August 2011 - April 2012
BI Voyage March 2011 - August 2011
BI Voyage February 2011 - March 2011
SetFocus 2010 - 2010
JP Morgan June 2008 - July 2009
Embarq August 2006 - April 2008
Northrop Grumman IT February 2002 - July 2005
Western Insurance 1980 - 1985
Skills
SSRS, SSAS, SSIS, MDX, SQL Server, Business Intelligence, ETL, Microsoft SQL Server, .NET, Database Design, Analysis Services, XML, SQL, T-SQL, C#, Crystal Reports, VB.NET, Software Development, Stored Procedures, Visual Basic, Software Project...
Education
Pittsburg State University 1976 — 1980
BS, Business Administration
Kansas City Life Insurance Company November 2014 - Present
Safety National Casualty Corporation April 2012 - October 2013
Application Design Group, Inc. (ADG) August 2011 - April 2012
BI Voyage March 2011 - August 2011
BI Voyage February 2011 - March 2011
SetFocus 2010 - 2010
JP Morgan June 2008 - July 2009
Embarq August 2006 - April 2008
Northrop Grumman IT February 2002 - July 2005
Western Insurance 1980 - 1985
Skills
SSRS, SSAS, SSIS, MDX, SQL Server, Business Intelligence, ETL, Microsoft SQL Server, .NET, Database Design, Analysis Services, XML, SQL, T-SQL, C#, Crystal Reports, VB.NET, Software Development, Stored Procedures, Visual Basic, Software Project...
Education
Pittsburg State University 1976 — 1980
BS, Business Administration
Mohan Verma's J.P. Morgan Experience 1993 - 1999
Job Managing Director Head of Sales Americas Risk Managment Analytics at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. April 2014 - Present
MSCI September 2012 - Present
MSCI Inc. June 2010 - August 2012
MSCI 2005 - 2010
JP Morgan 1993 - 1999
Arthur Andersen 1989 - 1993
Skills
Portfolio Management, Equities, Financial Risk, Asset Management, Credit Risk, Banking, Mutual Funds, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Alternative Investments, Risk Management, Asset Managment, Auditing, Quantitative Finance, Market Risk, Quantitative Analytics, Management Consulting
Education
Pace University 1986 — 1989
MSCI Inc. April 2014 - Present
MSCI September 2012 - Present
MSCI Inc. June 2010 - August 2012
MSCI 2005 - 2010
JP Morgan 1993 - 1999
Arthur Andersen 1989 - 1993
Skills
Portfolio Management, Equities, Financial Risk, Asset Management, Credit Risk, Banking, Mutual Funds, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Alternative Investments, Risk Management, Asset Managment, Auditing, Quantitative Finance, Market Risk, Quantitative Analytics, Management Consulting
Education
Pace University 1986 — 1989
Doug Maher's J.P. Morgan Experience 1990 - 1998
Job Managing Director at Siemens Financial Services
Industry Financial Services
Experience
Siemens Financial Services October 2011 - Present
Siemens April 2008 - September 2011
Deutsche Bank April 2007 - March 2008
CIT March 2000 - March 2007
Credit Suisse First Boston May 1998 - March 2000
JP Morgan 1990 - 1998
Education
Pace University - Lubin School of Business 1986 — 1991
BBA/MBA, Public accounting
Siemens Financial Services October 2011 - Present
Siemens April 2008 - September 2011
Deutsche Bank April 2007 - March 2008
CIT March 2000 - March 2007
Credit Suisse First Boston May 1998 - March 2000
JP Morgan 1990 - 1998
Education
Pace University - Lubin School of Business 1986 — 1991
BBA/MBA, Public accounting
Irina Pisarenko's J.P. Morgan Experience August 2005 - January 2008
Job Accounts Payable Manager
Industry Retail
Experience
Oberon Media July 2008 - May 2011
JP Morgan August 2005 - January 2008
HSBC Bank UK December 2000 - November 2004
Corporate Property Investors October 1995 - December 1998
Education
Pace University - Lubin School of Business 1993 — 1999
MBA, Finance, Accounting
Oberon Media July 2008 - May 2011
JP Morgan August 2005 - January 2008
HSBC Bank UK December 2000 - November 2004
Corporate Property Investors October 1995 - December 1998
Education
Pace University - Lubin School of Business 1993 — 1999
MBA, Finance, Accounting
Carson Bruno's J.P. Morgan Experience June 2009 - July 2010
Job Research Fellow at The Hoover Institution
Industry Think Tanks
Experience
The Hoover Institution June 2013 - Present
The Hoover Institution May 2012 - May 2013
Pepperdine University 2011 - 2012
Reason Foundation 2011 - 2011
JP Morgan June 2009 - July 2010
Skills
Economics, Policy Analysis, Research, Microsoft Office, Stata, Electoral Politics, Public Speaking, Public Policy, Microsoft Excel, PowerPoint, Blogging, Debate, American Politics, California Politics, Econometrics, Strategic Communications, Policy, Statistics, Politics, Political Science, Analysis, Nonprofits, Leadership, Data Analysis, International Relations, Qualitative Research, Quantitative Analytics, Government
Education
Pepperdine University 2010 — 2012
Masters, Public Policy: Specializing in American Politics and Economics, 3.97
Washington and Lee University 2005 — 2009
Bachelors of Science, Accounting and Business Management: Special Attainments in Commerce
Franklin College of Lugano 2004 — 2004
Summer Study, Business Management
The Hoover Institution June 2013 - Present
The Hoover Institution May 2012 - May 2013
Pepperdine University 2011 - 2012
Reason Foundation 2011 - 2011
JP Morgan June 2009 - July 2010
Skills
Economics, Policy Analysis, Research, Microsoft Office, Stata, Electoral Politics, Public Speaking, Public Policy, Microsoft Excel, PowerPoint, Blogging, Debate, American Politics, California Politics, Econometrics, Strategic Communications, Policy, Statistics, Politics, Political Science, Analysis, Nonprofits, Leadership, Data Analysis, International Relations, Qualitative Research, Quantitative Analytics, Government
Education
Pepperdine University 2010 — 2012
Masters, Public Policy: Specializing in American Politics and Economics, 3.97
Washington and Lee University 2005 — 2009
Bachelors of Science, Accounting and Business Management: Special Attainments in Commerce
Franklin College of Lugano 2004 — 2004
Summer Study, Business Management
Neal Nyc's J.P. Morgan Experience April 2000 - Present
Job VP at JP Morgan
Industry Utilities
Thomas Hasek's J.P. Morgan Experience 1969 - 2000
Job Managing Director at Bank of TokyoMitsubishi UFJ , Ltd.
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ , Ltd. May 2000 - Present
JP Morgan 1969 - 2000
J.P.Morgan & Co. 1969 - 2000
Education
Pace University 1969 — 1973
Bachelor of Business Administration (BBA), Economics
St.Joseph's HS
Bank of Tokyo-Mitsubishi UFJ , Ltd. May 2000 - Present
JP Morgan 1969 - 2000
J.P.Morgan & Co. 1969 - 2000
Education
Pace University 1969 — 1973
Bachelor of Business Administration (BBA), Economics
St.Joseph's HS
Marilyn (Sussman) Balassi's J.P. Morgan Experience 1984 - 1995
Job Senior Business Analyst at LiquidHub
Industry Nonprofit Organization Management
Experience
LiquidHub May 2012 - September 2013
Sokol New York June 2011 - May 2012
Professor Sanford Kwinter, Harvard Graduate School of Design January 2010 - May 2011
NYC Department of Education 2007 - 2009
AllianceBernstein 2006 - 2006
TIAA-CREF 1998 - 2004
Merrill Lynch 1995 - 1998
JP Morgan 1984 - 1995
Merrill Lynch 1978 - 1985
Skills
Systems Analysis, SDLC, Fixed Income, Requirements Gathering, Leadership, Vendor Management, Requirements Analysis, Project Management, Quality Assurance, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1985
MBA, Computer and Information Systems
SUNY Albany 1976 — 1978
BA, Sociology
LiquidHub May 2012 - September 2013
Sokol New York June 2011 - May 2012
Professor Sanford Kwinter, Harvard Graduate School of Design January 2010 - May 2011
NYC Department of Education 2007 - 2009
AllianceBernstein 2006 - 2006
TIAA-CREF 1998 - 2004
Merrill Lynch 1995 - 1998
JP Morgan 1984 - 1995
Merrill Lynch 1978 - 1985
Skills
Systems Analysis, SDLC, Fixed Income, Requirements Gathering, Leadership, Vendor Management, Requirements Analysis, Project Management, Quality Assurance, Portfolio Management
Education
Pace University - Lubin School of Business 1979 — 1985
MBA, Computer and Information Systems
SUNY Albany 1976 — 1978
BA, Sociology
Stephen Budd's J.P. Morgan Experience October 2009 - June 2012
Job MD at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon November 2012 - Present
JP Morgan October 2009 - June 2012
Merrill Lynch March 1998 - September 2009
Merrill Lynch March 1998 - September 2009
Skills
Fixed Income, Risk Management, Portfolio Management, Structured Finance, MBS, Asset Management, Structured Products, Alternative Investments, Series 7, Fixed Income Trading
Education
Penn State University 1981 — 1985
BS Marketing, Minor Economics, Economics & Marketing
Princeton High School 1979 — 1981
BNY Mellon November 2012 - Present
JP Morgan October 2009 - June 2012
Merrill Lynch March 1998 - September 2009
Merrill Lynch March 1998 - September 2009
Skills
Fixed Income, Risk Management, Portfolio Management, Structured Finance, MBS, Asset Management, Structured Products, Alternative Investments, Series 7, Fixed Income Trading
Education
Penn State University 1981 — 1985
BS Marketing, Minor Economics, Economics & Marketing
Princeton High School 1979 — 1981
Robert Farkas's J.P. Morgan Experience May 2005 - March 2013
Job Business Analyst at AIG
Industry Financial Services
Experience
AIG March 2013 - Present
JP Morgan May 2005 - March 2013
Skills
Fixed Income, Financial Modeling, Financial Analysis, Derivatives, Portfolio Management, Business Analysis, Mutual Funds, Valuation, Financial Services, Investment Banking, Conversion Optimization, Trading, Strategic Financial..., Financial Reporting
Education
Penn State University 2003 — 2005
AIG March 2013 - Present
JP Morgan May 2005 - March 2013
Skills
Fixed Income, Financial Modeling, Financial Analysis, Derivatives, Portfolio Management, Business Analysis, Mutual Funds, Valuation, Financial Services, Investment Banking, Conversion Optimization, Trading, Strategic Financial..., Financial Reporting
Education
Penn State University 2003 — 2005
michael busby's J.P. Morgan Experience February 2012 - June 2015
Job Former Executive Director at J.P. Morgan
Industry Financial Services
Experience
JP Morgan February 2012 - June 2015
NIC Holding ( formerly Northville Industries) 1990 - 2010
Shell Trading 1985 - 1990
Shell Oil co 1981 - 1985
Shell Oil co 1977 - 1981
Education
Penn State University
BA Politcal Science
JP Morgan February 2012 - June 2015
NIC Holding ( formerly Northville Industries) 1990 - 2010
Shell Trading 1985 - 1990
Shell Oil co 1981 - 1985
Shell Oil co 1977 - 1981
Education
Penn State University
BA Politcal Science
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.