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.
J.P. Morgan Salaries. You can even request information on how much does J.P. Morgan pay if you want to. Learn about salaries, pros and cons of working for J.P. Morgan directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Sherman Hill Group LLC 2007 - Present
Sherman Hill Group LLC 2002 - 2007
Sherman Hill Group LLC 1995 - 2002
Barra 1992 - 1994
JP Morgan 1988 - 1990
IBM 1986 - 1988
IBM 1984 - 1986
Skills
SaaS, Cloud Computing, Product Management, IT Strategy, Strategy, Start-ups, Vendor Management, Financial Services, Business Strategy, Due Diligence, Enterprise Architecture, Business Intelligence, Management Consulting, Mergers & Acquisitions, Portfolio Management, Analytics, E-commerce, Enterprise Software, Sales, Outsourcing, Software Development, CRM, Cross-functional Team..., Telecommunications, Integration, IT Execution, Business Continuity..., Network Infrastructure, Information Security, IT Risk Management and..., Program and Project..., Mobile Devices and..., Leadership, Requirements Analysis, Consulting, Analysis, Management, SDLC, Executive Management, Security, Project Management
Education
Stanford University Graduate School of Business 1990 — 1992
MBA, Concentration in investment analysis and business strategy
Princeton University 1979 — 1984
BSE, Electrical Engineering and Computer Science
Impax Asset Management 2014 - Present
Beaver Trail Farms LLC 1989 - Present
LIM Advisors 2008 - 2013
Quadrangle Inv. LLC 1996 - 1997
Credit Suisse 1995 - 1996
BNP Paribas 1994 - 1995
JP Morgan 1987 - 1994
Education
Princeton University
Bachelor of Arts (B.A.), East Asian Studies (Chinese)
Floral Park Chamber of Commerce 2010 - Present
Douglas Elliman Real Estate April 2005 - Present
Douglas Elliman Real Estate March 2005 - Present
JPMorganChase 2001 - 2005
JP Morgan Chase 2001 - 2005
JP Morgan 2001 - 2005
JPMorgan 1982 - 2005
jpmorgan chase 1982 - 2004
Chase 1982 - 2003
Skills
Notary Public, SFR, Real Estate, Foreclosures, Senior Real Estate, Leadership, Condos, Relocation, Referrals, Negotiation, e-PRO, Management, Short Sales, National Association of..., Real Property, Leases, Selling, Mortgage Lending, New Home Sales, REO, Sellers, Luxury, Buyers, Rentals, Property, Townhomes, Real Estate Transactions, Apartments, Investors, Single Family Homes, Sales, First Time Home Buyers, Property Management, Buyer Representation, Listings, Residential Homes, Investment Properties, Commercial Real Estate, Seniors, Brokerage, Real Estate Financing, HUD, FHA, New Homes, Real Estate Development, Real Estate Economics, Income Properties, Home Staging, Relocation Buyers, ABR
Education
Long Island Board Education 2005 — 2014
Queens College 1975 — 1979
BA, Physical Education/Secondary Ed
Nomura Securities 2010 - Present
JP Morgan 2008 - 2010
Bear Stearns May 1994 - May 2008
Kidder, Peabody & Co. Inc July 1985 - May 1994
Skills
Accounting, Analysis, Asset Management, Capital Markets, Corporate Finance, Due Diligence, Emerging Markets, Equities, Finance, Financial Analysis, Financial Reporting, Fixed Income, General Ledger, Forecasting, Hedge Funds, Investment Banking, Investments, Leadership, Management, Mergers, Mergers & Acquisitions, Portfolio Management, Private Equity, Project Planning, Relationship Management, Risk Management, Strategic Financial..., Strategic Planning, Strategy, Team Management, Training, Valuation, Executive Management, Financial Services, Derivatives, Securities
Education
City University of New York-Queens College 1982 — 1986
Bachelor of Arts (BA), Accounting
Fiorello H LaGuardia HS of Music and Art 1979 — 1982
Preact February 2015 - Present
High Peaks Venture Partners (rebranded as Primary Venture Partners) April 2013 - March 2015
37 Angels 2012 - 2013
JP Morgan March 2010 - August 2012
JP Morgan June 2009 - March 2010
JP Morgan June 2008 - August 2008
Chartwell Investment Partners June 2007 - August 2007
Skills
Fixed Income, Equity Research, Financial Modeling, Valuation, Derivatives, Investments, C++, Java, HTML, True Basic, VBA, Matlab, Mathematica, CAD, LaTeX, Capital Markets, Bloomberg, Financial Analysis, Equities, Computer Network..., Venture Capital, Entrepreneurship, Start-ups, Finance
Education
Princeton University 2005 — 2009
BA, Physics; Certificates in Biophysics, Finance
Montgomery Blair High School 2001 — 2005
Science, Mathematics, and Computer Science Magnet Program
KeyBank September 2015 - Present
The Commerce Bank of Oregon December 2014 - July 2015
Merchants Bank of Indiana June 2013 - December 2014
Citizens Bank July 2012 - May 2013
JP Morgan February 2010 - July 2012
Les Mills BodyPump and RPM Instructor at The National Institute for Fitness and Sport July 2010 - 2012
Lifestyle Family Fitness March 2008 - November 2011
Charter One Bank September 2006 - February 2010
Barnes & Thornburg LLP September 2004 - April 2006
Supreme Court of Indiana August 2003 - August 2004
Skills
Networking, New Business Development, Bank Relationship..., Social Media, Critical Thinking, Writing, Public Speaking, Commercial Lending, Mortgage Lending, Securities Lending, Business Banking, Banking, Commercial Banking, Business Development, Fundraising, Nonprofits, Research, Strategic Planning, Financial Analysis, Entrepreneurship, Social Networking, Analysis, Negotiation, Budgets, Microsoft Excel, Team Building, Accounting, Sales, Coaching, Leadership, Credit, Customer Service, Mergers & Acquisitions, CRM, Relationship Management, Loans, Portfolio Management, Marketing, Credit Analysis, Risk Management, Event Planning, Relationship Building
Education
Vanderbilt University Law School 2000 — 2003
Law, Law and Business
Purdue University - Krannert School of Management 1996 — 2000
BS - management, Information Systems, Marketing, Human Resources, e-commerce
Taylor High School 1992 — 1996
Popskull March 2009 - Present
Symmetri Marketing April 2006 - February 2009
Mauge, Inc. 2004 - 2007
JP Morgan 1992 - 2004
Skills
B2B, Creative Development, Strategic Thinking, Digital Marketing, Marketing, Social Media, Advertising, Marketing Communications, Copywriting, Integrated Marketing, Marketing Strategy, Digital Strategy, Social Media Marketing, Brand Development, Creative Direction, Strategy, Branding & Identity, Web Analytics, Entrepreneurship, Public Relations, New Media, Business Development, Leadership, Direct Marketing, Mobile Marketing, CRM, Email Marketing, SEO
Education
Quinlan School of Business, Loyola University Chicago
M.B.A., Strategy & Finance
Robert W. Baird December 2007 - Present
Charter One Bank September 2006 - December 2007
JP Morgan December 2003 - September 2006
Skills
Investment Strategies, Asset Allocation, Financial Advisory, Financial Services, Management, Wealth Management, Retirement Planning, Series 7, Series 63, Series 10, Investments, Retirement
Education
Ripon College 1976 — 1981
Bachelor of Arts (B.A.), Fine/Studio Arts, General
Twyn Sol Productions December 2007 - Present
Breakthrough Technology Group (BTG) September 2012 - April 2015
Kaplan March 2010 - June 2011
CEVA Logistics June 2008 - August 2008
Heritage Health Systems June 2007 - April 2008
JP Morgan March 2005 - January 2007
Skills
Management, Help Desk Support, Microsoft Office, Leadership, Training, Customer Service, Team Building, Hardware, Software Documentation, Vendor Management, Public Speaking, Networking, Active Directory, Business Analysis, IT Operations, Information Technology, Lotus Notes, Microsoft SQL Server, Process Improvement, Program Management, Project Management, SharePoint, Strategic Planning, Troubleshooting, Visio, Windows Server
Education
University of Phoenix 2006 — 2007
MBA, Technology Management
Southern Methodist University 2000 — 2001
MCSE, Information Technology
Prairie View A&M University 1989 — 1998
BBA, Business Information Systems
Rich Investment Solutions, LLC November 2009 - Present
Deutsche Bank June 2007 - December 2008
BNP Paribas 2004 - 2007
AIG Financial Products 1994 - 2004
JP Morgan 1987 - 1994
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Purdue University
BS, ChE
Xpand.io June 2013 - Present
Wharton Angel Network 2013 - Present
Thomson Reuters August 2011 - April 2013
The Wharton School July 2009 - May 2011
Big Refunds July 2010 - March 2011
JP Morgan May 2010 - July 2010
Susquehanna Growth Equity May 2007 - December 2009
Goldman Sachs & Co. February 2005 - May 2007
Skills
Strategy, Start-ups, Venture Capital, Valuation, E-commerce, Financial Modeling, Entrepreneurship, General Management, Product Development, Business Development, Analytics, Hedge Funds, Mergers & Acquisitions, Private Equity, Emerging Markets, Corporate Development, Finance, Competitive Analysis, Investment Banking
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Rensselaer Polytechnic Institute 2003 — 2004
MS
Netaji Subhas Institute of Technology, University of Delhi 1999 — 2003
B.E.
Delhi Public School
Pitney Bowes September 2015 - Present
Microsoft Corp January 2006 - September 2015
Morgan Stanley December 2004 - January 2006
Kanbay March 2002 - December 2005
Morgan Stanley August 2000 - March 2002
Merrill Lynch 1999 - 2000
JP Morgan November 1997 - October 1998
Marriott, Sodexho 1990 - 1997
Skills
Program Management, Strategy, New Business Development, Cloud Computing, Business Strategy, Business Development, Management, Strategic Partnerships, Start-ups, Enterprise Software, Financial Services, Project Management, SaaS, Team Management, Microsoft Technologies, Business Analysis, Innovative Thinking, Innovation Development, Banking, Creative Vision, Strategic Planning, Thought Leadership, Windows, Security, Professional Services, Product Evangelism, Innovation, Technology Evangelism, Windows 8, Retail Banking, Roadmap, Banking Domain, Public Speaking, Social Media, Emerging Technologies, Product Management, Business Intelligence, Leadership, Direct Sales, Go-to-market Strategy, Sales Process, Business Alliances, Business Alliance..., Channel Strategy, PaaS, Windows Azure, Pre-sales, Strategic Alliances, Mobile Technology, Solution Selling
Education
Stevens Institute of Technology 1998 — 1999
MS - IS
Rowan University 1984 — 1990
BA, Management
PROFIT INSIGHT® June 2015 - Present
PROFIT INSIGHT® March 2001 - Present
Bank of America Securities 1997 - 2001
JP Morgan 1985 - 1997
Skills
Banking, Credit Cards, Business Development, Financial Institutions, Commercial Banking, Investment Banking, Product Management, Fixed Income, CRM, Debit Cards, Risk Management, Portfolio Management, Executive Management, Payments
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, International Business and Finance
Princeton University 1977 — 1981
BA, History and Economics
Punahou School
Fiduciary Trust Company 2005 - Present
JP Morgan June 1989 - May 2005
Salomon Brothers June 1987 - May 1989
Skills
Equities, Asset Management, Alternative Investments, Research, Securities, Fixed Income, Portfolio Management, Business Strategy, Mutual Funds, Investments, Investment Management
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA, Finance
Princeton University 1979 — 1983
BSE, Geological Engineering
IGT June 2013 - Present
AltEgo, LLC January 2011 - March 2013
RightScale November 2009 - December 2010
Rock Rocaberte Technology Management Group July 1999 - December 2010
Spare Backup, Inc June 2007 - March 2008
Software.com (Now Openwave) February 1998 - April 1999
Software.com (now Openwave) September 1996 - February 1998
Software.com (now OpenWave) July 1995 - September 1996
JP Morgan November 1991 - July 1995
Salomon Brothers December 1989 - November 1991
Skills
Cloud Computing, Product Management, Product Marketing, Agile, Business Analysis, Product Development, Program Management, Scrum, Software Development, Software Project..., Product Strategy, Distributed Systems, Business Intelligence, System Architecture, Technical Leadership, MySQL, JavaScript, PHP, HTML, C++, User Interface Design, Technical Writing, SQL, Server Architecture, CSS, Enterprise Software, Architecture, CSM, Certified Scrum Product..., Social Media, Online Gaming, Agile Methodologies, SaaS, Java, Start-ups, Amazon Web Services..., Software Engineering, Strategic Partnerships, Cross-functional Team..., Mobile Devices, User Experience, Agile Project Management, Mobile Applications, SDLC, Monetization
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2005
MBA
Rensselaer Polytechnic Institute 1982 — 1986
B.S.
Medford High School
BNY Mellon Wealth Management 2013 - 2014
JP Morgan 2005 - 2012
Merrill Lynch 1995 - 2004
Skills
Strong experience..., Excellent negotiation..., Recruitment expertise., Wealth Management, Alternative Investments, Asset Managment, Management, Recruiting, Hedge Funds, Asset Management, Sales, Series 7, Investments, Portfolio Management, Equities, Capital Markets, Securities, Fixed Income, Investment Advisory, Wealth Management..., Series 63, Investment Strategies, Mutual Funds, Asset Allocation, Private Banking, Strategic Negotiations
Education
Rutgers University-New Brunswick
Bachelor's degree
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (MBA), Finance and Financial Management Services
Saint Louis University School of Law
Doctor of Law (JD), Law
J.P. Morgan January 2015 - Present
JP Morgan June 2008 - January 2015
Banco Santander November 2006 - June 2008
Citibank January 2002 - October 2006
Petroleo Ipiranga 2000 - 2001
The Walt Disney Company June 1997 - August 1997
Skills
Structured Finance, Corporate Finance, Trade Finance, Syndications, Capital Markets, Commercial Banking, Finance, Banking, Financial Structuring, Loans, Derivatives, Investment Banking, Trading, Treasury
Education
Pontifícia Universidade Católica do Rio de Janeiro 1995 — 2001
Bachelor, Metalurgical Engineering, Materials Science
Lippincott May 2013 - Present
Elmwood Brand Design September 2012 - January 2013
L2 Think Tank June 2012 - August 2012
Asia Society September 2011 - May 2012
Allianz Capital Partners April 2007 - September 2010
Citi April 2005 - April 2007
J.P. Morgan August 2004 - April 2005
NYU Stern School of Business January 2001 - May 2004
JP Morgan May 2003 - September 2003
United Media May 2002 - September 2002
Skills
Marketing, InDesign, Photoshop, Illustrator, Brand Development, Adobe Creative Suite, Branding & Identity, Advertising, Interaction Design, Corporate Branding, Social Media, Creative Strategy, User Experience, Creative Direction, Marketing Strategy, Logo Design, Microsoft Word, Web Design, Graphic Design, User Interface Design, Strategic Brand..., Customer Experience, Brand Architecture, Messaging, HTML + CSS, Word, Excel, PowerPoint, Keynote, Digital Strategy
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelor of Science
Pratt Institute 2010 — 2012
Masters
iFame TV November 2011 - Present
Dance Music TV (www.dancemusicmag.com) April 2011 - Present
Chetown Films (www.chetownfilms.com) October 2007 - Present
Crunchtyme Publishing November 2006 - Present
Merrill Lynch April 2002 - October 2009
JP Morgan May 2001 - March 2002
National Discount Brokers February 1999 - April 2001
Skills
Film and Video..., Film and Video Editing, directing (movies,..., Music Videos, Music Industry, Music Education, Music Distribution, Margin, Risk Management, Songwriting, Film, Music Production, Distribution Strategies, Entertainment, Television, New Media, Multimedia, Publishing, Studio Recording, Editing, Video Editing, Directing, Pro Tools, Digital Media, Screenwriting, Broadcast, Songs, Music, Recording, Video, A&R, Video Production, Film Production
Education
NY Institute of Finance 1999 — 2000
selected courses, Margin/Finance
Philadelphia University of the Arts 1996 — 1997
selected courses, Music Business classes
Rider University 1991 — 1995
BS, Double Major in Marketing and Advertising
Rider University 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Marketing and Advertising (Double Major), A
OpenPages/IBM June 2010 - August 2011
Open Text August 2008 - September 2009
Autonomy ZANTAZ June 2004 - April 2008
PeopleSoft (Vantive) January 1996 - February 2004
JP Morgan April 1994 - January 1996
DSET January 1994 - April 1994
Tandem Computers February 1988 - August 1993
Merrill Lynch August 1986 - January 1988
Citibank, N.A. August 1985 - August 1986
Datapoint Corporation January 1982 - August 1985
Education
Queens College
M.A., Computer Science
Queens College
B.A., Mathematics
MetLife 2005 - Present
New York Presbyterian Hospital 2004 - 2005
JPMorgan Chase 2001 - 2004
Goldman Sachs 1999 - 2001
JP Morgan 1994 - 1999
Fox & Fowle Architects 1989 - 1992
ISD Inc. 1987 - 1989
Skills
Alternative Workplace..., Design & Construction, Business Case..., Space Planning &..., Capital Project..., Program Management, Resource & Location..., Global Client &..., Cost/Benefit & ROI..., RFP Submissions &..., Vendor & Staff..., Vendor Management, Analysis, Construction Management, Business Case, Management, Strategy, Leadership, Project Management, Project Planning, Space planning, Strategic Planning, Interior Design, Negotiation, Design Research, Feasibility Studies, Mergers & Acquisitions, Contract Negotiation, Sustainability, Facilities Management, CRM, Budgets, Interior Architecture, Construction, Change Management, Contract Management
Education
Universität Stuttgart 1980 — 1987
Master's Degree, Engineeering & Architecture, 3.82
Union College 1979 — 1980
Civil Engineering, 3.62
Robert College 1972 — 1979
High School, American High School
CenturyLink 2014 - Present
CenturyLink 2008 - 2014
Level 3 Communications 2007 - 2008
Comcast Corporation 2000 - 2005
JP Morgan 1999 - 2000
First Data Corporation 1995 - 1998
McGraw-Hill 1994 - 1995
Skills
Finance, Telecommunications, Cross-functional Team..., Operations Management, Program Management, Leadership, Management, Competitive Analysis, Strategic Planning, Business Case, Business Case..., Coaching, Business Intelligence, International..., International Business, Data Mining, Financial Modeling, Presentations, Capital Budgeting, Investor Relations, Mergers & Acquisitions, Project Portfolio..., Project Management, SQL, International Economics, Banking, Electronic Payments, Capital Projects, Custom Homes, Home Remodeling, International Law, Sport Finance, Media & Entertainment..., PMO, P&L Analysis, Fundraising, Small Business..., Process Improvement, Charitable Event..., Strategy
Education
University of Pennsylvania 2004 — 2006
MLA
University of Arizona 1989 — 1993
BSBA
BCHS
London School of Economics and Political Science
Richmond, The American International University in London
Private 2008 - Present
World Compassion Fellowship (WCF) January 2013 - Present
Long Island College Hospital 2002 - January 2014
Solomon Page Group 2007 - 2008
Kennedy Executive Search January 2006 - March 2007
JP Morgan 2002 - 2005
JPMorganChase 2002 - 2002
JP MorganChase 2001 - 2002
Blackbird 1998 - 2002
JPMorgan Chase 2001 - 2001
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Derivatives, Interest Rate..., Electronic Trading, Hedge Funds, Bloomberg, Finance, Trading, Alternative Investments, Prime Brokerage, Financial Modeling, Structured Products, Swaps, Risk Management, Trading Systems, Options, Asset Management, Financial Risk, Management, Portfolio Management, Economics, Valuation
Education
Pratt Institute 1980 — 1984
BEE, Electrical Engineering
Brooklyn Tech HS 1976 — 1980
Electrical and Electronics Engineering
St. Charles Borromeo 1974 — 1976
PS 29
Stevens Institute of Technology
MEE, Electrical Engineering
Sia Partners March 2010 - Present
Sia Partners 2011 - 2015
Sia Partners 2011 - 2015
Sia Partners 2011 - 2015
UBS Global Asset Management August 1994 - March 2010
UBS Global Asset Management September 2005 - March 2008
UBS Global Asset Management January 2001 - September 2005
UBS August 1994 - January 2001
JP Morgan 1992 - 1994
Ernst & Young 1989 - 1991
Education
The George Washington University - School of Business 1978 — 1980
MBA, Accounting Concentration
Queen's University
BA, Economics & Biology
Bethesda Chevy Chase High School
Bethesda Chevy Chase High School
XL Catlin May 2015 - Present
Catlin October 2011 - May 2015
Citadel Investment Group August 2010 - October 2011
Credit Suisse July 2009 - August 2010
JP Morgan May 2008 - June 2009
Morgan Stanley October 2007 - January 2008
Navistar Inc May 2003 - January 2007
Skills
Risk Management, Equity Trading, Fixed Income, Structured Products, Matlab, R, VBA, SQL, Financial Engineering, Portfolio Management, Derivatives, Hedge Funds, Equities, Quantitative Finance, Financial Risk, Trading, VAR, Market Risk, Bloomberg, Credit Derivatives, Capital Markets, Financial Structuring, Options, Equity Derivatives, Financial Modeling, Investments, Valuation, Financial Analysis, Financial Markets
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2008
Master's, Financial Engineering
Purdue University 2002 — 2006
BS, Computer Science, 4.0
Purdue University 2002 — 2006
BS, Mathematics, 4.0
Guardian Mineral Management and Consulting LLC April 2015 - Present
Frazier Interests LLC August 2008 - Present
Holland Services June 2014 - February 2015
Newark Energy LLC January 2014 - June 2014
Bluestem Energy October 2012 - December 2013
JP Morgan April 2011 - November 2012
Dale Property Services, LLC December 2008 - March 2011
Dale Property Services LLC August 2006 - March 2011
Dale Property Services, LLC January 2008 - November 2008
Dale Property Services, LLC August 2006 - December 2007
Skills
Oil&Gas, Client Retention, Client Development, Client Interfacing, Client Relationship..., Lease Negotiations, Contract Negotiation, Contract Management, Team Leadership
Education
The Robert Gordon University 2010 — 2013
MBA, Oil and Gas
Texas Christian University 2004 — 2006
BS, Political Science
Broad Stream Real Estate Consulting October 2014 - Present
CIP Real Estate March 2008 - October 2014
JP Morgan August 2004 - March 2008
Universal Computer Systems March 2003 - March 2004
Skills
Real Estate, Loans, Asset Management, Underwriting, CMBS, Loan Underwriting, Due Diligence, Real Estate Finance, Argus Analysis, Excel Modeling, Real Estate Economics, Microsoft Excel, Asset Managment, Analysis, Financial Statement..., Real Estate Transactions, Investments, Portfolio Management, Financial Modeling, Financial Analysis, Property, Investment Properties, Disposition, Real Estate Development, Commercial Real Estate, Valuation, Commercial Mortgages, Real Estate Financing, Finance, Corporate Real Estate, Leases, Strategy
Education
Rice University 1998 — 2002
BA, Psychology, Managerial Studies
University of Newcastle 2014 — 2016
Master's Degree, Theology/Theological Studies
Foothill High School 1994 — 1998
RBC July 2013 - Present
KPMG Canada August 2012 - July 2013
JP Morgan September 2009 - July 2011
Goldman Sachs and Co June 2002 - August 2009
J.P. Morgan June 1996 - June 2002
Ernst & Young June 1994 - June 1996
Skills
Risk Assessment, Derivatives, Mortgage Industry, Control, Capital Markets, Credit Risk, Operations, Operational Risk..., Market Risk, Internal Audit, IT Audit, Investment Banking, Equities, Finance, Fixed Income, Enterprise Risk..., Equity Derivatives, Risk Management, Structured Products, Mortgage Lending, Financial Risk, Management
Education
Rensselaer Polytechnic Institute 1992 — 1994
MS, Industrial Engineering
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1992 — 1994
MBA, Finance and Information Systems
Rensselaer Polytechnic Institute 1987 — 1991
Bachelors of Science, Engineering
The AmeriHealth Mercy Family of Companies June 2011 - Present
Fiserv 2008 - July 2011
CareScience, Inc. January 1996 - September 2007
JP Morgan September 1991 - January 1996
The Travelers January 1986 - September 1991
Skills
Vendor Management, Information Security, .NET, HIPAA, Information Technology, SDLC, Agile Methodologies, SaaS, Security, Software Development, Program Management, Process Improvement, Healthcare, IT Strategy, Business Analysis, Policy, Healthcare Information..., Project Management, Enterprise Architecture, Requirements Analysis, Databases, Integration, Software Project...
Education
Rutgers University-New Brunswick 1981 — 1985
AIG August 2009 - Present
AIG Internal Audit Division November 2005 - August 2009
JP Morgan Chase July 1984 - August 2005
JP Morgan 1984 - 2005
Skills
Sarbanes-Oxley Act, Enterprise Risk..., Insurance, Internal Controls, Auditing, Financial Risk
Education
Queens College 1980 — 1984
BS, Accounting and Information Systems
Excelsior High School
Excelsior High School
Excelsior High School
RBC Capital Markets October 2014 - Present
JP Morgan June 2008 - October 2014
Bear Stearns October 2005 - May 2008
TD Securities April 2004 - September 2005
Skills
Quantitative Finance, Credit Derivatives, MBS, Derivatives, C++, Python, VBA, Mathematical Modeling, Interest Rate..., CDS, Fixed Income, Trading, CDO
Education
University of Waterloo 2002 — 2003
Masters, Mathematical Finance
Yale University 1995 — 2002
PhD, Physics
Pontifícia Universidade Católica do Rio de Janeiro 1993 — 1995
Masters, Physics
Universidade Estadual de Campinas 1989 — 1993
Bachelors, Physics
Ernst & Young 1996 - Present
JP Morgan 1993 - 1996
Price Waterhouse 1991 - 1993
tssi 1982 - 1991
Skills
IT Strategy, Governance, Business Process..., PMO, Business Continuity, Disaster Recovery, Business Transformation, ITIL, IT Transformation, Project Portfolio..., Business Process..., Risk Management, Enterprise Architecture, Information Security, Information Security..., IT Management
Education
Rensselaer Polytechnic Institute 1979 — 1982
BS, Electrical Engineering
Societe Generale January 1991 - May 2009
JP Morgan July 1987 - January 1991
Skills
Derivatives, Equities, Investment Banking, Capital Structure, Proprietary Trading, Hedge Funds, Equity Derivatives, Credit Derivatives, CDS, Trading, Fixed Income, Alternative Investments, Structured Products
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
Rensselaer Polytechnic Institute 1983 — 1987
BS, Math/Computer Science
Millburn High School
South Mountain Elementary School
Carolina Financial Group LLC January 2011 - Present
Samoset Capital Group LLC March 2007 - December 2011
Carolina Financial Securities 2005 - 2011
Credit Suisse January 1982 - January 2005
Bear Stearns March 1996 - April 1999
Dillon Read 1979 - 1982
JP Morgan 1971 - 1979
Skills
Investment Banking, Corporate Finance, Capital Markets, Alternative Investments, Hedge Funds, Finance, Equity Research, Financial Modeling, Asset Allocation, Asset Management, Bloomberg, Mergers & Acquisitions, Valuation, Leveraged Finance, Financial Advisory, Strategy, Structured Finance, Corporate Law, ALM, Investment Strategies, Loan Origination, Derivatives, Private Equity, Financial Markets, Emerging Markets, Fixed Income, Strategic Financial..., Financial Structuring, Capital, Investment Management, Venture Capital, Risk Management, Financial Institutions
Education
Princeton University 1967 — 1971
BS, Economics
Phillips Exeter Academy 1964 — 1967
Bopt Inc. DBA WOWindows May 2005 - Present
Bopt Inc. DBA WOWindows May 2003 - Present
Bank of America Merrill Lynch May 2004 - April 2010
JP Morgan 1995 - January 2003
Coopers & Lybrand 1988 - 1995
R.J. Martin Company 1980 - 1987
Airco Welding Products May 1980 - August 1980
The Courier News July 1976 - August 1977
Skills
Marketing, Sales, Merchandising, Packaging, Communication Consulting, Internal Communications, Strategic Planning, Corporate Communications, Marketing Communications, Marketing Strategy, Product Development, Relationship Management, Coaching, Team Building, Investor Relations, Social Media, Strategy, Change Management, Strategic Communications, Public Speaking
Education
Rutgers Center for Management Development 2003 — 2003
Mini-MBA Certificate
Rochester Institute of Technology 1977 — 1981
BFA
Marketo October 2013 - Present
Adknowledge May 2011 - October 2013
REALD (NYSE: RLD) August 2009 - December 2010
Amazon 2008 - 2008
PriceGrabber.com January 2005 - February 2007
JP Morgan 2002 - 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Princeton University 1998 — 2002
AB, Economics
George Washington High School
Consultant September 2014 - April 2015
Ernst & Young LLP August 2012 - August 2014
JP Morgan August 2004 - August 2012
The Canadian Association of NY 2009 - 2010
Bear Stearns 2004 - 2008
Goldman Sachs February 1999 - August 2004
Merrill Lynch May 1997 - September 1997
Skills
Financial Services, Relationship Management, Prime Brokerage, AML, Hedge Funds, Capital Markets, Derivatives, Portfolio Management, Equities, Fixed Income, Alternative Investments, Series 7, Securities, Valuation, Financial Modeling, Asset Management, Series 63, Asset Managment
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Arts (B.A.), Economics
Rutgers University-New Brunswick
Slowflow Ent May 2012 - Present
JP Morgan May 2001 - Present
Slowflow Entertainment January 1998 - Present
Skills
Marketing, Microsoft Office, Microsoft Excel, Management, Social Media, Microsoft Word, Customer Service, Entrepreneurship
Education
E.S.S. College of Business 1999 — 2001
Office Administration, Accounting and Business/Management
Prairie View A&M University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Alfresco June 2009 - Present
KnightStar Technologies, LLC January 1996 - June 2009
Agent 16 December 2008 - February 2009
Wireless Generation September 2008 - December 2008
Morgan Stanley May 2000 - July 2008
Commerzbank August 1998 - May 2000
JP Morgan January 1997 - August 1998
Lehman Brothers July 1996 - December 1996
Sun Microsystems February 1996 - June 1996
AT&T Bell Labs May 1981 - January 1996
Skills
Alfresco, Drupal, Java, PHP, Enterprise Content..., Web Development, Subversion, Software Development
Education
University of Michigan 1981 — 1982
MS
Purdue University 1978 — 1981
BS
HSBC March 2013 - Present
UBS August 2012 - March 2013
BNP Paribas September 2009 - September 2012
Deutsche Bank 2008 - 2009
JP Morgan 2007 - 2008
University of Illinois - Coordinated Science Laboratory January 2003 - March 2007
Ecole Polytechnique Fédérale de Lausanne 2005 - 2006
Skills
Structured Products, Derivatives, Fixed Income, Options, Hedging, Basel II, IFRS, Credit Derivatives, Basel III, Emerging Markets, Brazil financial..., Interest Rate..., Structured Credit, Structured Funding, Repos, Regulatory Capital, Signal Processing, Information Theory, Time Series Analysis, Probability Theory, Wavelets, Credit, Quantitative Finance, Market Risk, Investment Banking, Capital Markets, Portfolio Management
Education
UC Berkeley Haas School of Business 2009 — 2010
Master in Finance
University of Illinois at Urbana-Champaign 2003 — 2007
Ph.D.
Pontifícia Universidade Católica do Rio de Janeiro / PUC-Rio 1996 — 2002
M.Eng
TELUS November 2014 - Present
TELUS July 2013 - November 2014
Public Mobile November 2011 - July 2013
A.T. Kearney September 2009 - November 2011
JP Morgan 2008 - 2008
Skills
Competitive Analysis, Financial Modeling, Strategy, Strategic Sourcing, Management Consulting, Business Transformation, Business Strategy, Telecommunications, Business Development, Business Process..., Management, Mergers & Acquisitions, Business Analysis, Product Management
Education
Queen's University 2005 — 2009
(H) B.Commerce
Mt. Lebanon High School
Hansa Geofísica e Aerolevantamento Ltda December 2012 - July 2013
Goldman Sachs April 2000 - March 2001
JP Morgan March 1992 - March 2000
Skills
Derivatives, Economics, Emerging Markets, Market Risk, Investment Banking, Risk Management, Credit Analysis, Financial Analysis, Statistics, Credit Risk, Operations Management, Process Improvement, Performance Management, Turnaround Management, Internal Controls, Staff Development, Systems Project..., Operational Risk, Business Analysis, Business Valuation, SQL, Stata, Sports Physiology, Navigation, Business Strategy, Corporate Finance, Equities, Management, Fixed Income
Education
University of Chicago 1989 — 1991
BA, Economics
Pontifícia Universidade Católica do Rio de Janeiro 2003 — 2006
MBA (Mestrado, Administração de Empresas)
Lycée International de Saint Germain en Laye 1986 — 1989
Baccalauréat
Morgan Stanley March 2012 - July 2015
Moore Capital 1999 - February 2012
ORB, Inc. 1999 - 2000
JP Morgan 1994 - 1998
Associated Press 1990 - 1994
Bowne 1989 - 1990
Composition Systems Inc. 1983 - 1989
Skills
Hedge Funds, Risk Management, Market Risk, Software Development, Software Project..., Relational Databases, Financial Risk, Management, Equities, Derivatives, Trading Systems, Private Equity, Software Documentation, Fixed Income, Financial Modeling, Capital Markets, Alternative Investments, FX Options, Bloomberg, Credit Derivatives
Education
Rockland Community College
State University of New York College at Oswego
BA, Computer Science
Suffern High School
CPE Interactive, Inc. March 2015 - Present
Prudential August 1995 - December 2010
JP Morgan 1987 - 1995
Coopers & Lybrand 1983 - 1987
Avis 1979 - 1983
Coopers & Lybrand 1976 - 1979
Digitax 1971 - 1976
Skills
Security, SOX, Change Management, Enterprise Risk..., IT Audit, Internal Controls, Internal Audit, Auditing, Sarbanes-Oxley Act, Operational Risk..., Risk Management, Management Consulting, Insurance, Governance, Leadership, CISA, Risk Assessment, Financial Risk, Management, SAS70, Operational Risk, Sarbanes-Oxley, Information Security, Information Security..., Information Technology, COBIT, Business Continuity, PCI DSS, IT Risk Management, Business Continuity..., Financial Services, SOX 404, CISSP, ISO 27001, Data Privacy, Risk Analysis
Education
Queens College 1968 — 1972
Bachelor's degree in Accounting and Economics
Ernst and Young August 2010 - Present
JP Morgan June 2009 - August 2009
Syracuse University August 2008 - April 2009
Headstrong July 2005 - July 2008
Skills
Business Strategy, Business Management, Risk Management, Credit Risk, Process Engineering, Management Consulting, Project Management, Due Diligence, Management, Change Management, Business Process, Financial Analysis, Business Development, Business Planning, Finance, Leadership, Business Process..., Financial Modeling, Financial Services, Investment Banking, Strategy, Business Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2010
MBA, Finance and Supply Chain Management
Punjab Technical University 2001 — 2005
B.Tech, Computer Science
Brevan Howard June 2015 - Present
ConvergEx Group July 2013 - May 2015
HedgeOp Compliance, LLC January 2012 - July 2013
JP Morgan August 2011 - November 2011
Quinnipiac University, Investment Club October 2007 - May 2011
Hilton Capital Management, LLC June 2009 - January 2011
Quinnipiac University August 2010 - December 2010
Skills
Capital IQ, Bloomberg Terminal, Excel, Advent Geneva, SEC compliance, Hedge Funds, Fund Of Funds, Private Equity, Hedge Fund Compliance, Hedge Fund..., Golf, Investments, Asset Management, Bank Loans
Education
Quinnipiac University 2007 — 2011
Bachelor of Science, Financial Management
Huntington High School 2003 — 2007
ClearPoint Investment Partners 2013 - Present
Arsenal Capital Partners September 2007 - Present
CCMP Capital Advisors August 2006 - June 2007
JPMorgan Partners October 2001 - August 2006
JP Morgan 1991 - 2006
LabMorgan Corporation January 2000 - October 2001
JPMorgan Capital May 1997 - January 2000
JPMorgan & Co. July 1991 - May 1997
Goldman Sachs August 1989 - July 1991
Skills
Private Equity, Venture Capital, Due Diligence, Investment Banking, Corporate Development, Valuation, Investments, Corporate Finance, Financial Modeling, Business Strategy, Asset Managment, Start-ups, Capital Markets, Entrepreneurship, Deal Sourcing, Portfolio Management, Growth Capital, Equities, Alternative Investments, Mergers and Acquisitions, Capital Raising, Financial Structuring, Mergers, Mergers & Acquisitions, Asset Management, Strategy, Structured Finance, Finance, Financial Services, M&A experience, Buyouts, IPO, Restructuring, LBO, Acquisitions, Emerging Markets, Capital, Angel Investing, Acquisition Integration, Private Placements, Leveraged Finance
Education
University of California, Berkeley 1986 — 1989
BS, Industrial Engineering and Operations Research
Punahou School 1982 — 1986
High School Diploma
Enterprise Products June 2014 - Present
Eagle Rock Energy Partners January 2013 - June 2014
GC Services February 2007 - January 2013
JP Morgan 2005 - 2007
UTMB 2005 - 2006
American National Insurance 2000 - 2005
UTSI 1997 - 2000
Skills
Database Administration, Performance Tuning, SSIS, SQL Server, T-SQL, Business Intelligence, ETL, SQL Tuning, Sybase, Stored Procedures, Database Design, Database Development, Disaster Recovery, Data Modeling, Data Warehousing, Databases, SQL, Unix, High Availability, Microsoft SQL Server, Integration, PL/SQL, DB2, SharePoint, Requirements Analysis, SDLC, Systems Analysis, Software Development, Software Documentation, SSRS, Security, Software Project..., Troubleshooting, Enterprise Software, VBScript, Enterprise Architecture, Crystal Reports, IIS, Oracle, Relational Databases, Solaris, Visio, Erwin, Oracle RAC, Database Admin, Cluster, VB.NET, Data Warehouse..., RMAN, Replication
Education
Regis University 2002 — 2005
MBA, Masters in Business Administration
University of Houston-Clear Lake 1992 — 1997
B.S., Computer Science
Pine Brook Road Partners February 2015 - Present
3i Corporation April 2010 - June 2014
Veronis Suhler Stevenson, LLC January 1999 - April 2010
JP Morgan March 1993 - December 1998
First Boston May 1986 - February 1993
Rogers & Wells 1981 - 1986
Education
University of Virginia School of Law 1978 — 1981
JD, Law
Princeton University 1974 — 1978
BA, Near Eastern Studies, Summa cum laude
St. Paul's School, Concord, NH 1970 — 1974
High School, Magna cum laude
Examiner.com February 2009 - Present
Uncorked WIne Co. April 2012 - Present
Great Grape Concepts January 2010 - Present
Vibrant Rioja June 2006 - December 2008
Greenwich Film Festival February 2001 - September 2004
Edelman Public Relations February 2003 - April 2004
JP Morgan 1997 - 1998
New York Times 1997 - 1997
Halstead Property Company 1994 - 1996
Prodigy 1987 - 1994
Skills
Public Speaking, Writing, Promoting, Negotiation, Wine Tasting, Editing, Public Relations, Research, Teaching, Fundraising, Press Releases, Event Planning, Wine Education, Contract Negotiation, Wine Sales, Team Building, Event Management, Coaching, Wine Knowledge, Journalism, Blogging, Social Media, Creative Writing, Copy Editing, Customer Relations, Spanish, Wine Marketing, Strategic Planning, Proofreading, Budgeting, Publicity, Wine, Newsletters, Winemaking, Magazines, Sales, Budgets, Retail, Social Networking, Food, Wineries, Publishing, Online Marketing, Marketing Communications, Restaurants, Copywriting, Marketing, Entertainment, Brand Development, Marketing Strategy
Education
Wine & Spirits Education Trust - London 2005 — 2009
American Sommelier Association 2004 — 2005
Certification, Wine
State University of New York College at Purchase
BA, History of Art
BlackRock November 2010 - Present
JP Morgan October 2007 - November 2010
OppenheimerFunds 2005 - 2007
Manning Selvage and Lee September 2002 - May 2005
Ogilvy Public Relations 1998 - 2002
Education
Regis University 1994 — 1998
B.A., Political Science, Mass Communications
Wellington Steele & Associates, Inc. 2013 - Present
KAB Technology Inc. June 2010 - Present
Independent Health December 2012 - September 2013
De Lage Landen January 2012 - May 2012
Fidelity Investments November 2010 - January 2012
Liquent November 2009 - May 2010
ING DIRECT January 2009 - November 2009
Nasdaq-OMX-PHLX June 2007 - December 2008
Bunge January 2006 - February 2007
JP Morgan 2005 - 2005
Education
Queens College
B.A.
JP Morgan March 2011 - December 2011
Bank of America Merrill Lynch September 2009 - March 2011
JPMorgan June 2008 - September 2009
Bear Stearns April 2005 - June 2008
Merkle Direct Marketing November 2003 - April 2005
CNYRTA March 2001 - January 2003
Electronic Data Systems March 1999 - September 2000
Satyam Computer Services September 1997 - September 2000
Education
SUNY Polytechnic Institute 2001 — 2003
MS, Computer Science
National Institute of Technology 1993 — 1997
BS, Production Engineering
Ranchi University 1993 — 1997
BS, Production Engineering
University of Maryland College Park
New Enterprise Associates June 2012 - Present
JP Morgan June 2010 - June 2012
Skills
Corporate Finance, Financial Modeling, Internet, Investment Banking, Financial Analysis, Valuation, Mergers, Economics, Due Diligence, Research, Business Strategy, Microsoft Excel, PowerPoint, Private Equity, Finance, Investments, Emerging Markets, Business Development, Corporate Development, Mergers & Acquisitions, LBO, Strategic Planning, Competitive Analysis, Venture Capital, IPO, Entrepreneurship, Strategy, Start-ups, M&A experience, Market Research, Investor Relations
Education
Princeton University 2006 — 2010
AB, Economics (+ Certificate in Finance), Magna Cum Laude
The Harker School 1998 — 2006
JPMorgan Chase February 1998 - Present
JP Morgan Chase 1998 - Present
JP Morgan 1998 - Present
JPMChase 1998 - Present
JPMorgan 1998 - Present
J P Morgan Chase 1998 - Present
JPMorganChase 1998 - Present
JPMC 1998 - Present
Skills
SDLC, Business Analysis, Management, Requirements Analysis, Requirements Gathering, Software Project...
Education
Rutgers University-New Brunswick 1987 — 1989
MS
SGGS College of Engineering, Nanded 1983 — 1987
Bachelor of Engineering
St. Xavier's Technical Institute 1981 — 1983
DERE
SIES College 1979 — 1981
HSC
Little Flower High School 1975 — 1979
SSC
Smt. Sulochanadevi Singhania High School 1969 — 1975
Prudential Financial Manager, College ProgramsPrudential2007 - Present
Morgan Stanley 2004 - 2006
Goldman Sachs 2002 - 2004
JP Morgan 2001 - 2004
Education
Rutgers University-New Brunswick 1994 — 1998
Audax Group March 2003 - Present
JP Morgan July 2000 - February 2003
Education
Princeton University 1996 — 2000
AB
JPMorgan Chase March 2007 - Present
JP Morgan January 2004 - March 2007
JPMorgan Chase 2002 - 2004
Flemings (acquired by Chase) 2000 - 2002
Prudential Financial February 1999 - March 2000
Skills
Financial Planning, FX Options, Trading
Education
Rutgers University-New Brunswick 1994 — 1998
Citizens Bank June 2014 - Present
GL Advisor May 2012 - August 2013
GW & Wade LLC March 2011 - May 2012
GW & Wade Asset Management Company, LLC March 2011 - May 2012
John Hancock September 2006 - March 2011
FINRA (Formerly NASD) September 2005 - September 2006
JP Morgan July 2002 - September 2005
UBS July 2000 - July 2002
Education
Providence College 1996 — 2000
Bachelor of Science (BS), Finance
Don Bosco Preparatory High School
PeerIQ April 2015 - Present
Markit July 2009 - February 2015
Standard & Poor's May 2009 - June 2009
Credit Suisse February 2001 - December 2008
Credit Suisse 2001 - 2008
JPMorgan September 1996 - February 2001
JP Morgan 1996 - 2001
Skills
Fixed Income, Credit, Derivatives, Investment Banking, Market Data, ETFs
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Science (B.S.), Accounting
J.P.Stevens High School 1988 — 1992
Perella Weinberg Partners February 2014 - Present
JP Morgan 2011 - June 2013
JDS Holdings/CNL Financial Group May 2006 - May 2011
Merrill Lynch May 2005 - February 2006
Eurobank, Bulgaria 2004 - 2004
Skills
Valuation, Investments, Portfolio Management, Financial Reporting, Capital Markets
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
MBA, Finance
Sofia University St. Kliment Ohridski 1998 — 2002
BA, Economics
Athena Art Finance Corp. February 2015 - Present
Bloomberg LP May 2013 - October 2014
Bloomberg LP August 2009 - May 2013
Fifth Avenue Advisors LLC September 2007 - September 2010
Fusion Advisory Partners Inc. March 2008 - August 2009
Brokers Services Holding LLC March 2007 - August 2009
Tullett Prebon Information March 2005 - April 2006
Creditex Inc. 2000 - 2005
Deutsche Bank 1997 - 2000
JP Morgan 1994 - 1997
Skills
Fixed Income, Capital Markets, Financial Markets, Derivatives, Equities, Trading, Hedge Funds, Emerging Markets, Investment Banking, Market Data, Bloomberg, Equity Derivatives, Investments, Structured Products, Asset Management
Education
Queen Mary University of London 1992 — 1993
LLM, International Business Law
La Sapienza, University of Rome 1986 — 1991
J.D., Business Law
Wipro July 2015 - Present
JPMorgan Chase July 2013 - June 2015
Adaptive Systems Inc / CSA (Churchill Strategic Advisors) October 2011 - July 2013
Omgeo 2009 - 2011
JP Morgan October 2006 - August 2009
The Research Associates 2006 - October 2006
GE Capital 2001 - 2006
Union Bank of Switzerland 1997 - 2000
Chemical Bank (Now JP Morgan Chase) May 1991 - May 1997
Skills
Collateral Management, Dodd Frank Consultant, Capital Markets, Project Implementation, Derivatives, Six Sigma, Financial Advisory, Sales Management, Credit Risk Management, Risk Management, Product Management, Banking, Central Counterparty..., Vendor Systems Sales, Structured Fleet Lease..., Fleet Sales, Guitarist, Asset Management, Credit Risk, Strategy, Equities, Investment Banking, Trading, Management, Fixed Income, Financial Services
Education
Rutgers Business School 2013 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Rutgers University 2013 — 2015
Executive MBA, Business, Management, Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
BC Consulting Services, Inc. ConsultantInvestLink Technologies2001 - 2002
Flash Creative Management, Inc. 1992 - 1998
JP Morgan July 1989 - November 1991
Education
Queens College 1981 — 1985
BA, Accounting and Information Systems
JP Morgan Vice President/Senior Private BankerJPMorgan1992 - Present
Education
Purdue University - Krannert School of Management 1987 — 1991
Response June 2013 - Present
A.E. Feldman Associates, Inc. 2010 - 2013
A.E.Feldman Associates, Inc. 2007 - 2009
NYCB 2006 - 2007
NDD 1991 - 2000
JP Morgan 1987 - 1991
Macmillan 1983 - 1987
Ernst & Whinney (now Ernst & Young) 1981 - 1983
Education
Queens College
Accounting & Information Systems
JP Morgan 2004 - Present
Booz Allen Hamilton August 1999 - May 2004
Education
University of Oxford 1997 — 1999
MPhil, Politics & Economics
Princeton University 1993 — 1997
Glazer's Distributors October 2012 - Present
Unilin April 2011 - January 2012
JP Morgan 2012 - 2012
Lehigh Hanson 2008 - 2011
Lehigh Hanson 2005 - 2008
Robert Half International 2004 - 2005
Sprint PCS 1998 - 2003
Skills
Management, Microsoft Excel, Budgets, Accounting, SAP, Variance Analysis, Analysis, Account Reconciliation, Access, Project Management, Customer Service, General Ledger, Microsoft Office, JD Edwards, Training, Fixed Assets, PowerPoint, Invoicing, Financial Statements, Journal Entries
Education
Richland Community College
Business Management 30 Hours Completed, 2008 to Present
Tiedemann Trust Company March 2001 - Present
JP Morgan February 1998 - March 2001
Education
Widener University School of Law 1993 — 1996
JD
Rider University 1989 — 1993
BS, Finance
Marlboro High School
RBC Capital Markets January 2007 - Present
ABN AMRO May 2001 - December 2006
ING July 1999 - April 2001
ING January 1997 - May 1999
JP Morgan October 1994 - January 1997
Skills
Structured Finance, Securities Regulation, Fixed Income, Equities, Hedge Funds, Securities, Capital Markets, Due Diligence, Corporate Governance, Corporate Law, Mergers & Acquisitions, Investment Banking, Private Equity, Derivatives, Financial Structuring
Education
University of Pennsylvania Law School 1980 — 1983
JD
Princeton University 1975 — 1979
AB, Philosophy
Pomfret School 1972 — 1975
Prudential Mortgage Capital Company September 2011 - Present
Deutsche Bank February 2010 - September 2011
JP Morgan April 2007 - June 2008
Prudential Mortgage Capital Company September 2002 - April 2007
Citigroup March 1998 - September 2002
Skills
CMBS, Fixed Income, Management, Capital Markets, Loans, Commercial Mortgages, Real Estate, Derivatives, Leadership, Securitization, Equities
Education
Rider University 1990 — 1994
JP Morgan May 2012 - Present
JP Morgan August 2007 - May 2012
Lehman Brothers October 2000 - September 2007
Royal Bank of Canada April 1998 - October 2000
American General 1995 - 1998
Skills
Investment Banking, Analytics, Capital Markets, Fixed Income, Trading, Technology, Software Project..., Budget, Business Analysis, Budgets, Investments, Banking, Prime Brokerage, Interest Rate..., Credit Derivatives, Electronic Trading, Derivatives, Bloomberg, Trading Systems
Education
Queens College 1990 — 1995
BA, Mathematics, Computer Science
Archbishop Molloy 1984 — 1988
High School, High School/Secondary Diploma Programs
Amgen June 2013 - Present
Amgen July 2006 - August 2013
Amgen April 2004 - July 2006
JP Morgan 1987 - 1997
Education
Rutgers University-New Brunswick 1999 — 2006
PhD, Molecular Genetics & Microbology
Rutgers University-New Brunswick 1997 — 1999
BS, Biotechnology
William & Mary 1983 — 1987
BA, Economics / Philosophy
JP Morgan November 2009 - Present
Citigroup April 2006 - August 2009
MTV Networks July 1999 - March 2006
Canon April 1997 - May 1999
Scholastic 1995 - 1997
Skills
Talent Management, Recruiting, Onboarding, Employee Relations, Employee Training, Strategy, Strategic Planning, Temporary Placement, Interviews, Management, Hiring, Leadership, Time Management, Human Resources, Networking, New Hire Orientations, Budgets, Project Management, Policy, Cold Calling, SDLC, Finance, Project Planning
Education
Queens College
Business Administration
JP Morgan May 2008 - Present
Win++ 1994 - 1995
FutureSoft 1993 - 1994
Education
Punjabi University 1985 — 1989
BSc, Physics, English, Chemistry, Biology
JPMorgan Chase November 2013 - Present
J.P. Morgan March 2011 - October 2013
JP Morgan May 2010 - March 2011
JP Morgan Chase August 2008 - March 2011
Skills
Banking, Business Analysis, Financial Services, Change Management, Treasury Management, Program Management, Project Management, Process Improvement
Education
Purdue University - Krannert School of Management
BS, Industrial Management
Arque Advisors LLC January 2005 - Present
Lyster Watson & Co September 2001 - January 2005
eSpeed December 2000 - September 2001
Medley Global Advisors December 1999 - December 2000
Eager Manager Advisory ( a Subsidary of William Mercer) December 1998 - December 1999
Columbia Consulting Group April 1997 - December 1998
Lehman Brothers September 1991 - January 1997
Greenwich Associates September 1983 - September 1991
Continental Grain Company January 1977 - September 1983
JP Morgan July 1974 - January 1977
Skills
Hedge Funds, Asset Management, Investments, Investment Strategies, Fund Of Funds, Alternative Investments, Fixed Income, Funding, Due Diligence, Mutual Funds, Investment Advisory, Portfolio Management, Risk Management, Commodities
Education
The University of Chicago Booth School of Business 1972 — 1974
MBA, International Finance & Statistics
Princeton University 1968 — 1972
AB, Economics
Greenwich Fund Services October 2009 - Present
Lane Capital Markets May 2009 - November 2011
Sands Brothers Asset Management October 2005 - October 2009
Professional Financial Services July 2002 - May 2005
Various Companies February 1998 - July 2002
JP Morgan 1997 - 1998
MBNA America July 1995 - February 1997
Skills
63 Licenses, Hedge Funds, Investments, Series 7, Asset, Venture Capital, Investment Advisory, Alternative Investments, Asset Management, Financial Analysis, Private Equity, Compliance, Risk Management, Accounting, Credit, Equities, Corporate Finance, Negotiation, Administration, Asset Managment, Finance, Options
Education
University of Vermont 1992 — 1995
BS, Business Administration with a Concentration in International Finance
Rollins College 1990 — 1992
Transfered, Economics, 3.5
JP Morgan June 1992 - Present
Skills
Capital Markets, Corporate Financial..., Investment Banking, Fixed Income, Derivatives, Emerging Markets, Investor Relations, Hedge Funds, Alternative Investments, Bloomberg, Bonds, Equities, High Yield, Syndications, Structured Finance, Asset Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
Master of Business Administration (M.B.A.), Finance, General, International Management
Providence College 1988 — 1992
Bachelor of Science (B.Sc.), Finance, General
JP Morgan 2004 - Present
Lava Trading August 2002 - September 2004
Education
Princeton University 1998 — 2002
Economics
Houlihan Lokey July 2009 - Present
Houlihan Lokey June 2008 - August 2008
JP Morgan June 2007 - August 2007
Education
Pomona College 2005 — 2009
JP Morgan 1985 - 1995
Skills
Strategic Planning, Investments, Microsoft Excel, Marketing, Budgets
Education
University of Virginia Darden School of Business 1983 — 1985
Master of Business Administration (MBA)
Princeton University 1975 — 1979
AB, History
JPMorgan Chase 1985 - Present
JP Morgan 1985 - Present
Skills
Project Management, Risk Management, Telecommunications, Vendor Management, IT Strategy, Banking, Program Management, Strategic Planning, Portfolio Management, Financial Modeling, Financial Analysis, Staff Supervision, Investments, Asset Managment, Network Strategy
Education
Rider University 1977 — 1982
MBA, Marketing; Business Administration
JP Morgan June 2006 - Present
Goldman Sachs March 2001 - June 2006
Deutsche Bank August 1998 - March 2001
Seagram May 1995 - January 1998
Applied Graphics Technology 1991 - 1994
Robec 1987 - 1991
Skills
Data Center, Windows System..., Workflow Management, Project Management, Windows Services, Windows Server, Scripting, VMware, IaaS, Data Migration, VDI, IT Infrastructure..., Information Technology, Software Installation, Servers, Infrastructure, Cisco Technologies, Windows, Server Architecture, SAN, Vendor Management, Information Security, Cluster, Active Directory, Solution Architecture, Storage Area Networks, IT Operations, Service Delivery, Business Continuity, Networking, High Availability, Unix, Storage, Security, HP, IT Service Management, VMware ESX, System Deployment, Management, Operating Systems, IT Strategy, IT Management, Project Delivery, Incident Management, ITIL, Enterprise Architecture, Requirements Analysis
Education
Ramapo College of New Jersey 1990 — 1995
B.S.
La Valle Associates December 2014 - Present
Two River Capital July 2009 - December 2014
Neos Advisors LLC May 2008 - July 2009
Old Lane June 2007 - May 2008
ETG 1998 - 2005
Jemmco 1997 - 1998
JP Morgan 1994 - 1997
Comdisco 1992 - 1993
Skills
Trading, Trading Desk, Best Execution, RediPlus, Eze Castle, REDI, Risk Arbitrage, Mutual Funds, Electronic Trading, Trading Systems, Bloomberg, Fixed Income, Options, Investments, Commodity, Equity Trading, Emerging Markets
Education
Raritan Valley Community College 1990 — 1992
Computer Science
U.S. Department of State July 2010 - Present
U.S. Department of State January 2000 - June 2010
JP Morgan June 1998 - January 2000
Skills
Project Management, Program Management, SharePoint, Java, SQL, Management, Disaster Recovery, Security Clearance
Education
Rensselaer Polytechnic Institute 1994 — 1998
Bachelor of Science, Computer Science
Brooklyn Technical High School
JPMorgan June 2008 - Present
Bear Stearns November 2000 - May 2008
JP Morgan October 1999 - November 2000
Skills
Equities, Equity Research
Education
Princeton University 1996 — 1998
Masters in Public Affairs, Economics
University of California, Los Angeles 1993 — 1996
Bachelor of Arts (B.A.), Political Science
BMO Financial Group June 2014 - Present
Bank of America Merrill Lynch March 2002 - June 2014
Gen Re Securities September 2001 - March 2002
Reval February 2000 - September 2001
Rabobank International June 1998 - January 2000
JP Morgan 1992 - 1998
Skills
Derivatives, Capital Markets, Structured Products, Equities, Credit Derivatives, Fixed Income, Credit, Hedge Funds, Risk Management, Portfolio Management, Business Analysis, Investment Banking, Options, Mortgage Lending, Trading Systems
Education
Princeton University 1986 — 1987
MSEE, Electrical Engineering
Wesleyan University 1977 — 1982
BA, Math/Economics
JP Morgan March 2011 - Present
JP Morgan Chase September 2008 - March 2011
M. Holland Company 2007 - 2008
M. Holland Company 2002 - 2007
Skills
Process Improvement, Customer Service, Customer Satisfaction, Project Management, Team Building, Public Speaking, Marketing, Social Media
Education
Ripon College 1996 — 2000
SmartFinance LLC March 2014 - Present
ANDESigned, LLC August 2008 - Present
MF Global July 2009 - January 2012
JP Morgan June 2008 - January 2009
Bear Stearns May 1997 - June 2008
Skills
HTML + CSS, CSS (Advanced), User Experience, iPhone development, jQuery, JavaScript Libraries, JavaScript (Advanced), Objective-C, HTML (Advanced), Fireworks CS5+..., JavaScript, HTML, iOS development, Management, CSS, SDLC, Requirements Analysis, Web Applications, HTML 5, SQL, Web Development, Agile Methodologies, Mobile Applications
Education
Rhode Island School of Design
BNY Mellon January 2015 - Present
BNY Mellon January 2011 - December 2014
BNY Mellon August 2007 - December 2010
The Bank of New York October 1997 - August 2007
The Bank of New York October 1995 - October 1997
JP Morgan June 1991 - October 1995
JP Morgan October 1988 - June 1991
JP Morgan April 1987 - October 1988
ROI Controls September 1986 - February 1987
Skills
FX Options, Financial Markets, Trading, Investment Banking, Fixed Income, Capital Markets, Foreign Exchange, Equities, Derivatives, Product Management, Electronic Trading, E-commerce, Treasury Management, Hedge Funds, FX trading, Trading Systems, Market Data, Currency, Bloomberg, Securities, Equity Derivatives, Prime Brokerage, Commodity, Structured Products, Hedging, Swaps, Interest Rate..., Options, Emerging Markets, Equity Trading, Credit Derivatives, Money Market, Bonds, Alternative Investments, Back Office, Market Risk, Settlement, Rates
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance/International Business
Princeton University 1982 — 1986
AB, Romance Languages & Literature
Janus Capital Group November 2014 - Present
Morgan Stanley Investment Management August 2013 - October 2014
J.P. Morgan January 2012 - August 2013
JP Morgan July 2009 - January 2012
JPMorgan Chase November 2007 - June 2009
JPMorgan Chase March 2007 - November 2007
Skills
Excel, Series 7, Series 63, CFA Level 1, Investments, Institutional Clients, Alternative Investments, Hedge Funds, Investment Management, Asset Management, Mutual Funds, Financial Analysis, Investment Strategies, Commercial Lending, Credit Analysis, Commercial Banking, Separately Managed..., Cash Management, Relationship Management
Education
Purdue University - Krannert School of Management 2000 — 2004
BS, Accounting
Keller Williams Real Estate September 2013 - Present
Clarite Consulting LLC May 2012 - Present
AIG 2004 - 2011
Cowan Consulting January 2004 - May 2004
Accenture 1996 - 2002
JP Morgan 1984 - 1998
Skills
Program Management, Global Delivery, Outsourcing, Service Delivery, IT Management, IT Service Management, IT Strategy, IT Governance, Integration, Customer Relations, Business Alignment, Application Development, Infrastructure Projects, Infrastructure, Management, Process Improvement, Governance, Project Management, Customer Service, Data Center, Disaster Recovery, IT Outsourcing, Vendor Management, Enterprise Software, Software Development, Risk Management, CRM, Information Technology, Business Continuity, PMO, SDLC, ITIL, Business Analysis, Business Development, Business Process..., Financial Services, Project Portfolio..., Business Process, Enterprise Architecture, PMP, Strategy, Business Transformation, Business Intelligence, Management Consulting, Consulting
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
JP Morgan July 2010 - Present
JPMorgan March 2008 - July 2010
Bear Stearns April 2007 - June 2008
Bear Stearns September 2004 - April 2007
Re-Elect New York City Councilman Jim Gennaro Campaign June 2003 - September 2003
Education
Queens College 1998 — 2002
PNC Investments April 2011 - Present
A division of PNC Bank July 2009 - March 2011
PNC Bank June 2005 - June 2008
jp morgan 2006 - 2008
Merrill Lynch 1998 - 2003
CUNA Mutual Group 2000 - 2001
Skills
Series 63, Series 24, Series 65, Financial Advisory, Series 7, Retirement Planning, Financial Services, Retirement, Insurance, Life Insurance, Banking, Wealth, Securities, FINRA
Education
Radford University - College of Business and Economics 1991 — 1995
bba, marketing
Citi September 2011 - Present
JP Morgan August 2010 - September 2011
ABN AMRO / RBS January 1997 - August 2010
Skills
Business Strategy, Internet Banking, Business Analysis, Retail Banking, Payments, Cash Management, Financial Risk, Credit Risk, Project Management, Commercial Banking, Financial Analysis, Portfolio Management, Management, Process Improvement, SWIFT payments, Risk Management, Banking, Trade Finance, Change Management, Requirements Analysis, Operational Risk, Treasury Management, Operational Risk..., Financial Services, FX Options, Core Banking, Credit, Investment Banking, Finance, SWIFT Payments
Education
Pontificia Universidad Católica Madre y Maestra 1989 — 1993
Bachelor's Degree, Business Management
JPMorgan Chase Executive DirectorJPMorgan2007 - Present
JP Morgan March 1994 - Present
Security Pacific Bank 1985 - 1993
Education
Queens College 1978 — 1980
BA, Economics
Grade school
Dow Jones July 2014 - Present
Dow Jones July 2012 - July 2014
Dow Jones January 2011 - July 2012
Dow Jones July 2009 - December 2010
Dow Jones September 2007 - June 2009
St. John Knits 1999 - 2000
Ann Taylor January 1997 - 1999
Lord and Taylor 1995 - 1997
JP Morgan 1995 - 1995
Skills
HRIS, Employee Relations, Performance Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1991 — 1995
BS, Accounting
World at Work
Wolverine Asset Management, LLC May 2012 - Present
Z Capital Partners, L.L.C. February 2007 - November 2011
JP Morgan January 2003 - January 2007
Hornet Capital October 1999 - January 2003
Bear Stearns January 1994 - October 1999
Skills
Restructuring, Alternative Investments, Capital Markets, Distressed Debt, Investment Banking, Portfolio Management, Equities, Hedge Funds, Financial Modeling, Private Equity, Valuation, Corporate Finance, Due Diligence, Investments, Financial Advisory, Credit, Investment Strategies, Finance
Education
Princeton University 1988 — 1992
Bachelor of Arts, East Asian Studies
American School in London 1984 — 1988
JP Morgan August 2010 - Present
Smith Barney July 1997 - August 2010
Morgan Stanley Smith Barney July 1997 - August 2010
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Asset Allocation, Strategy, Finance, Investment Management, Wealth Management, Securities, Asset Management, Equities, Financial Planning, Fixed Income, Investments
Education
Ramapo College of New Jersey 1992 — 1996
BA, Business Administration
PIMCO August 2011 - February 2014
JP Morgan March 2006 - August 2011
Lehman Brothers March 2005 - March 2006
Bank Of America August 2003 - March 2005
CSFB April 2000 - August 2003
Bear Stearns 1997 - 2000
Paine Webber 1993 - 1995
Education
Queens College
:-) June 2015 - Present
JP Morgan January 2010 - June 2015
JPMorganChase 2005 - January 2010
JPMorgan Chase 2000 - 2005
JPMorgan Chase 1988 - 2000
JPMorgan Chase 1984 - 1988
Skills
Team Building, Cost Management, Demand Management, Cost Accounting, Forecasting, Analysis, Process Improvement, Financial Analysis, Expense Management, Change Management, Vendor Management, Essbase, Strategic Planning, Operational Efficiency, Finance, Business Process, Budgets, Outsourcing
Education
Queens College 1980 — 1984
BA, Accounting and Economics
CIBC World Markets August 2015 - Present
RBS Markets & International Banking March 2012 - December 2014
JP Morgan April 2009 - November 2011
Barclays Investment Bank March 2007 - January 2009
Lehman Brothers April 2004 - February 2007
Liquid Capital March 2003 - April 2004
Merrill Lynch September 2001 - March 2003
Prime International Trading September 1994 - June 1999
Skills
Equity Derivatives, Structured Products, Derivatives, Fixed Income, Investment Banking, Equities, Electronic Trading, Capital Markets, Bloomberg, Hedge Funds, Credit Derivatives, Equity Trading, Options, Prime Brokerage, Swaps, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Purdue University 1990 — 1994
Bachelor of Science (BSc), Business Administration and Management, General
Nomura February 2010 - Present
JP Morgan January 2009 - May 2010
J.P. Morgan January 2002 - December 2008
JP Morgan June 1998 - December 2001
Duff & Phelps Credit Rating Co May 1997 - June 1998
Telefonica de Argentina S.A. January 1997 - May 1997
Skills
Finance, Corporate Finance, Investment Banking
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'
CPA, Business Administration
Hess Corporation May 2010 - Present
Hess Corporation March 2013 - December 2014
JP Morgan August 2007 - June 2009
Skills
Collateral Management, PowerPoint, Derivatives, Financial Modeling, Bloomberg, Valuation, OTC Derivatives, Credit Risk
Education
Rochester Institute of Technology 2000 — 2005
BS, Economics
Stowers Institute Retirement SpecialistStowers Institute for Medical Research2008 - Present
JP Morgan March 1998 - April 2008
Skills
Retirement, Employee Benefits, Financial Services, 401k, Mutual Funds
Education
Rockhurst University 1999 — 2001
MBA, Human Resources
New York Life Insurance Company July 2014 - Present
Bank of America July 2010 - July 2014
Babcock & Brown October 2008 - June 2010
Credit Suisse July 1997 - July 2007
Merrill Lynch March 1995 - July 1997
JP Morgan June 1987 - March 1995
Skills
Personnel Management, Talent Management, Succession Planning, Change Management, Performance Management, Organizational Design, Onboarding, Employee Engagement, Employee Relations, Organizational..., Equities, Human Resources, Asset Management, Talent Acquisition, Investment Banking, Strategic Human..., Fixed Income, Recruiting
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor's Degree, Economics with a minor in Sociology and Asian Studies
Bank of America Merrill Lynch August 2015 - Present
Perper & Co October 2010 - Present
Fusion Advisory Partners, Inc. September 2009 - September 2010
Lehman Brothers January 2005 - August 2009
Goldman Sachs August 2003 - January 2005
JP Morgan August 1994 - October 2002
Skills
Investment Banking, Capital Markets, Portfolio Management, Structured Finance, Equities, Leveraged Finance, Fixed Income, Investments, Finance, Financial Structuring, Due Diligence, Special Situations, Credit Analysis, Risk Management, High Yield, Credit, Cultural Diversity, Strategic Negotiations, Credit Risk, Securities, Venture Capital, Bonds, Loans, Financial Risk, Strategy, Project Finance, Funding, Restructuring, Banking, Executive Management, Financial Institutions, Debt Restructuring, LBO, Syndications, Private Equity, Corporate Finance
Education
Princeton University 1979 — 1984
A.B., Econ
JP Morgan May 2004 - March 2006
Goldman Sachs June 2002 - May 2004
HCL Technologies January 2001 - October 2001
Education
PSG College of Technology
MCA
J.P. Morgan May 2011 - Present
JP Morgan September 2009 - May 2011
Allianz Investment Management SE 2007 - 2007
Skills
Trading, Fixed Income, Bloomberg, Financial Modeling, Derivatives, Capital Markets, Hedge Funds, Investments, Private Equity, Asset Management, Portfolio Management, Financial Analysis
Education
Princeton University 2005 — 2009
BA, Economics with a certificate in Finance
Goethe Institute 2007 — 2007
Intensive course of German language, culture and literature
HBK Capital Management September 2011 - Present
AnchorPath Financial, LLC January 2011 - September 2011
HBK Capital Management August 2003 - September 2008
JD Capital Management February 2002 - July 2003
JP Morgan 1998 - 2001
Skills
Portfolio Management
Education
Rutgers University-New Brunswick 1996 — 1998
PhD, Mathematics
University of Pennsylvania 1992 — 1996
MS, Mathematics
Independent Consultant January 2013 - Present
Federal Reserve Bank of Kansas City November 2010 - January 2013
Federal Reserve Bank April 2010 - November 2010
Blue Cross and Blue Shield July 2009 - April 2010
Datacore Marketing October 2008 - February 2009
EDS February 2007 - September 2008
H&R Block October 2006 - February 2007
JP Morgan March 2006 - October 2006
Commerce Bancshares, Inc March 2005 - February 2006
Hallmark Cards, Inc 1984 - 2004
Skills
Visio, Requirements Analysis, Requirements Gathering, Software Documentation, Testing, Business Process, MS Project, Vendor Management, Microsoft SQL Server, DB2, Unix, Program Management, Test Planning, PL/SQL, Access, COBOL, Project Management, IT Management, Quality Center, Analysis
Education
Rockhurst University 1981 — 1984
Bachelor of Science, Computer Science
J.P. Morgan January 2014 - Present
J.P. Morgan January 2011 - December 2013
JP Morgan August 2008 - December 2010
JPMorgan June 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, Securitization, Economics, Portfolio Management, Financial Analysis, Investments, Fixed Income, Corporate Finance, Structured Finance, Securities, Analysis, Due Diligence, Structured Products, Financial Structuring, Credit Analysis, Data Analysis, ABS, Asset-backed...
Education
Princeton University 2004 — 2008
A.B., Economics
Li Po Chun United World College 2002 — 2004
International Baccalaureate
Scholastica
TD March 2012 - Present
State Street May 2011 - March 2012
Bank of America, State Street, Citizens Bank and TD Bank September 2006 - April 2011
Alima Corporation April 2003 - April 2007
JP Morgan 1995 - 2003
JPMorgan Chase & Co. 1995 - 2003
State Street 1986 - 1995
Education
High School
High School
Providence College
Bachelor of Science (B.S.), Accountancy
Randolph High School
JP Morgan 2010 - Present
JP Morgan Chase August 2005 - Present
JP Morgan Chase 2003 - 2005
Skills
Financial Modeling, Commercial Banking, Financial Analysis, Small Business Lending, Due Diligence, Commercial Lending, Loans, Credit Analysis, Leadership, Investment Banking, Mergers & Acquisitions, Risk Management, Management, Portfolio Management, Wealth Management, Banking, Strategic Financial..., Commercial Real Estate, Credit, Credit Risk, Investments, Financial Services, Asset Allocation, Executive Management, Mutual Funds, Financial Structuring, Fixed Income, Asset Management, Business Development, Securities, Real Estate Economics, Capital Markets, Treasury Management, Loan Origination, Finance, Valuation, Underwriting, Corporate Finance, Equities, Private Equity, Mortgage Lending
Education
Rollins College 1974 — 1979
MBA, Finance
JustinBradley February 2015 - Present
Alliance Data January 2011 - February 2015
Citigroup February 2004 - December 2008
Citigroup June 2002 - February 2004
JP Morgan Chase September 2000 - November 2001
JP Morgan January 1996 - September 2000
Skills
Financial Reporting, Forecasting, General Ledger, Analysis, Finance, Budgets, Internal Audit, PeopleSoft, Variance Analysis, GAAP, Essbase, Management, Microsoft Excel, Financial Statements
Education
Rutgers University – Camden 1991 — 1995
BS, Accounting
Rutgers University – Camden
Bachelor of Science (B.S.), Accounting
DOMUM Real Estate Partners September 2012 - Present
Acerbus LLC September 2006 - Present
Deutsche Bank October 2001 - June 2006
JP Morgan August 1997 - September 2001
JP Morgan Securiies - New York November 1995 - July 1997
JP Morgan Madrid January 1993 - October 1995
JP Morgan Secs. London March 1992 - December 1992
JP Morgan Bs As November 1989 - April 1992
Esso Argentina August 1987 - October 1989
Skills
Asset Managment, Investments, Private Equity, Emerging Markets, Investment Banking, Alternative Investments, Fixed Income, Capital Markets, Asset Management, Equities, Hedge Funds, Corporate Finance, Financial Structuring, Structured Finance, Financial Markets, Valuation
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1981 — 1985
Assured Guaranty (formerly Financial Security Assurance) August 2000 - Present
Financial Security Assurance 2000 - Present
Financial Security Assurance (FSA) 2000 - Present
Assured Guaranty/Financial Security Assurance 2000 - Present
Assured Inc/ FSA formerly Financial Security Assurance 2000 - Present
JP Morgan November 1991 - May 1999
Skills
Risk Management, Fixed Income
Education
Chubb Institute 1999 — 2000
Cert, Computer Programming
Rowan University 1985 — 1988
BA, Mathematice Education
Kinnelon High School
Kinnelon High School
Citizen Schools October 2012 - Present
JP Morgan March 2008 - December 2012
Bear Stearns August 2007 - March 2008
Skills
Credit Derivatives, Teaching, Education, Data Entry, Data Analysis, Editing, Microsoft Excel, Microsoft Office, PowerPoint, Access, Information Technology
Education
Queens College 2011 — 2016
Master's degree, Education
Queens College 2001 — 2005
BA, English Literature
U.S. Bank N.A. 1994 - 2009
US Bancorp 1994 - 2009
J P Morgan November 1982 - August 1994
JP Morgan 1982 - 1994
Education
Princeton University 1978 — 1982
M.A., German
The University of Göttingen 1977 — 1978
German Literature
University of Pennsylvania 1973 — 1977
BA, German, International Relations
Long Focus Capital 2011 - Present
Citadel Investment Group 2007 - 2010
Swiftwater Capital 2004 - 2007
TUDOR INVESTMENT CORPORATION 1997 - 2003
Goldman Sachs 1992 - 1997
JP Morgan 1987 - 1990
Skills
Valuation, Trading, Financial Modeling, Portfolio Management, Fixed Income, Hedge Funds, Equities, Alternative Investments, Asset Management, Trading Systems, Investments, Private Equity, Derivatives, Capital Markets, Options, Venture Capital
Education
Princeton University 1983 — 1987
BSE, Engineering
BNY Mellon December 2013 - Present
JP Morgan February 2010 - December 2013
Goldman Sachs March 2000 - July 2008
Skills
Electronic Trading, Series 7, Equities, Trading, ETFs, Derivatives, Options, Hedge Funds, Investments
Education
Rowan University 1988 — 1993
BS, Accounting
Advent International July 2014 - Present
McKinsey & Company July 2012 - July 2014
JP Morgan June 2011 - August 2011
Skills
Valuation, Economics, Financial Modeling, Strategy, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Finance, Microsoft Excel, Business Strategy, Management Consulting, Merger Management, Excel, PowerPoint, Java, Matlab, Stata, Information Technology, Software, Growth Investing, LBO, Growth Capital
Education
Princeton University 2008 — 2012
A.B. summa cum laude
Alhambra High School 2004 — 2008
MSCI Inc. May 2002 - Present
RiskMetrics Group May 2002 - May 2010
Cygnifi LLC May 2000 - April 2002
JP Morgan February 1995 - May 2000
American Airlines August 1991 - January 1995
Advanced Decision Systems July 1987 - August 1991
Skills
SQL, Agile Methodologies, Java, Derivatives, Web Applications, Fixed Income, Product Management, Financial Risk, Hedge Funds, Credit Derivatives, Bond Pricing, Distributed Systems, Market Risk, Object Oriented Design, System Architecture, Options, Interest Rate Swaps, Interest Rate..., Quantitative Analytics, Quantitative Finance, Tomcat, SDLC, Market Data, Software Development, Unix, Management, Portfolio Management, Trading Systems, Eclipse, JUnit, Perl, Sybase, SOA, JMS, Risk Management, Analytics, Equities, Maven, REST, Credit Risk
Education
Princeton University 1983 — 1987
B.S.E., Electrical Engineering and Computer Science
TPG Capital August 2012 - August 2014
JP Morgan June 2010 - June 2012
Education
Stanford University Graduate School of Business 2014 — 2016
Masters of Business Administration (MBA) and Masters of Science in Environment and Resources (MS), Energy Track
Rice University 2006 — 2010
B.A., Economics, Political Science
J.P. Morgan June 2012 - Present
JP Morgan September 2010 - March 2012
Thomson Reuters February 2010 - August 2010
Skills
Valuation, Capital Markets, Corporate Finance, Financial Modeling, Fixed Income
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2007 — 2011
Michael Ham Memorial College 1995 — 2006
The Infinite Actuary 2008 - Present
Siberon Group June 2011 - March 2014
Federal Reserve Bank of New York 2010 - July 2011
El Club del Barrio 2005 - 2010
Merrill Lynch 2007 - 2009
JP Morgan 2005 - 2007
Standard & Poor's 2000 - 2005
Prudential Financial 1996 - 2000
Education
Purdue University 1994 — 1995
MSEE, Electrical Engineering
Purdue University 1990 — 1994
BSEE, Electrical Engineering
CFA Institute
CFA
Society of Actuaries
Fellow of the Society of Actuaries
Office of the Public Defender February 2012 - July 2012
PNC Financial 2010 - 2011
JP Morgan 2007 - 2008
Superior Court of the District of Columbia 2004 - 2004
The College Board February 2002 - August 2002
NJ Office of the Governor 2001 - 2002
United States Senate, Sen. Frank R. Lautenberg 1999 - 2000
Rutgers University, Office of Federal Relations 1999 - 1999
Prosecutors Office, Somerset County, NJ 1998 - 1999
Office of the Public Defender, Middlesex County, NJ 1998 - 1998
Skills
Policy Analysis, Lobbying, Litigation, Legal Writing, Legal Research, Civil Litigation, Court Proceedings, Criminal Procedure, Criminology, Legislative Relations, Legislation, Government, Congress, Public Policy, Politics, Political Consulting, Nonprofits, Coalitions, Political Campaigns, Start-ups, Start-up Ventures, Speech Writing, Public Speaking, Strategic Planning, Financial Analysis, Finance, Financial Planning, Appropriations, Team Leadership, Employee Training, Microsoft Office, Data Analysis, Community Outreach, Event Planning, Banking, Public Relations
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Criminal Justice and Political Science
Rutgers, The State University of New Jersey-New Brunswick
Minors, Sociology and Criminology
University of the District of Columbia - The David A. Clarke School of Law 2002 — 2005
Arcem Capital 2012 - Present
Alphadyne Asset Management 2005 - 2012
JP Morgan 1995 - 2005
Education
Princeton University
BSE, Mechanical Engineering
Goldman, Sachs & Co. June 2015 - Present
JP Morgan January 1996 - June 2015
Dillon, Read & Co. April 1989 - January 1996
Kidder, Peabody & Co. September 1983 - April 1989
Forbes Magazine September 1981 - September 1983
Skills
Fixed Income, Capital Markets, Investment Banking, Bonds, Financial Modeling, Derivatives, Investments, Valuation, Equities, Structured Finance, Corporate Finance, Financial Structuring, Asset Management, Treasury, Mergers & Acquisitions, Interest Rate..., Alternative Investments, Finance, Financial Analysis, Public Finance, Higher Education and...
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Princeton University 1976 — 1981
AB, Psychology
The Great Atlantic & Pacific Tea Company 1997 - 2011
JP Morgan 1984 - 1996
Squibb Corporation 1978 - 1984
Education
City University of New York-Queens College
BA, Sociology
Lydian Advisory Group January 2012 - Present
Frisa Family Office January 2011 - Present
Lydian Asset Management January 2012 - December 2012
Lydian Asset Management July 1999 - August 2010
JP Morgan June 1987 - November 1998
Skills
Trading, Analysis, Risk Management, High Yield, Fixed Income, Hedge Funds, Bonds, Equities, Mutual Funds, Credit, Alternative Investments, Fund Of Funds, Structured Products, Capital Markets, Derivatives, Equity Derivatives, Bloomberg, Structured Finance, Financial Markets, Equity Research, Investment Banking, Investment Strategies, Investments, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1983 — 1987
Bachelor's Degree, Economics
Northern Valley Regional - Demarest 1978 — 1982
St Joseph Demarest
Morgan Stanley August 2012 - Present
JP Morgan May 2010 - August 2012
Morgan Stanley November 2005 - May 2010
Education
Rutgers University-New Brunswick 1998 — 2002
BA, Communication
JP Morgan February 2008 - Present
State Street June 2004 - January 2008
Education
Providence College 2000 — 2004
Bachelor of Science (BS), Accounting
JP Morgan July 2004 - Present
Education
Robert Morris University
Bachelor's degree, Accounting