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
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J.P. Morgan Employees
Calvert Investments March 2014 - Present
Stadion Money Management December 2012 - September 2013
Turner Investment Partners October 2009 - August 2012
JP Morgan November 2007 - November 2009
JP Morgan Asset Management January 2001 - November 2007
John Hancock December 1990 - December 2000
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Investments, Asset Managment, Hedge Funds, Equities, Asset Allocation, Fixed Income, Securities, Portfolio Management, Wealth Management, Investment Strategies, Bloomberg, Investment Management, Retirement Planning, Capital Markets, Investment Advisory, ETFs
Education
Salem State University 1982 — 1986
Ranger Investments November 2002 - Present
JP Morgan June 2000 - November 2002
JP Morgan June 1996 - June 2000
Skills
Equity Research, Valuation, Equities, Financial Analysis, Portfolio Management, Investment Management, Mutual Funds, Investment Banking, Alternative Investments, Capital Markets
Education
Southern Methodist University - Cox School of Business 1999 — 2002
MBA, Finance
Siena College 1992 — 1996
BS, Finance
University of Texas at Dallas June 2015 - Present
Asset Management Advisors October 2011 - December 2013
Innovator VC Due Diligence March 2011 - October 2011
JP Morgan October 2009 - December 2010
Talon Asset Management, LLC Chicago, Il 2007 - 2009
UBS San Diego, CA 2003 - March 2007
Wells Fargo Private Client Services 1999 - 2003
Rice, Hall, James 1995 - 1999
Skills
Portfolio Management, Investments, Investment Strategies, Asset Allocation, Fixed Income, Alternative Investments, Hedge Funds, Mutual Funds, Investment Advisory, Financial Markets, Emerging Markets, Investment Management, Finance, Risk Assessment, Business Valuation, Strategic Financial..., Venture Capital, Due Diligence, Fundraising, Valuation, Private Equity, Strategy, Equity Valuation, Financial Risk, Asset Management, Equities, Equity Research, Wealth Management, Securities, Capital Markets, Financial Modeling, Options, Bloomberg, Derivatives, Series 7, Bonds, Wealth Management..., Entrepreneurship, Series 63, Financial Analysis, High Net Worth..., Risk Management, Economics, Analysis, Mergers & Acquisitions, Estate Planning, ETFs, Equity Derivatives, Retirement, Private Banking
Education
San Diego State University-California State University
MBA, Finance
Seattle University
Bachelor of Arts (BA), Accounting, Magna Cum Laude
UCLA Extension Program 2014 — 2014
Estate Planning Class
HomeBridge Financial Services, Inc. September 2015 - Present
HomeBridge Financial Services, Inc. February 2014 - Present
Real Estate Mortgage Network/Homebridge June 2012 - January 2014
JP Morgan Chase 2010 - 2012
JP Morgan 2008 - 2010
American Home Mortgage June 2003 - August 2007
American Financial Resources, Inc. (AFR Mortgage) 1999 - 2002
Skills
Multilingual, Customer Service, Internet, Leadership, Office Management, Organization, Operations Management, PowerPoint, Strategic Planning, Recruiting, Mortgage Lending, FHA, Loans, Credit, VA loans, Sales, Investment Properties, Government Loans, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, FHA financing, USDA, Finance, Mortgage Underwriting, Mortgage Marketing, Outlook, Microsoft Excel, Microsoft Word, Coaching, Interviews, Real Estate, Real Estate Financing, Banking, Loss Mitigation, Reverse Mortgages
Education
Seton Hall University 1994 — 1998
Liberal Arts
LGT Capital Partners May 2014 - Present
Commonfund May 2011 - April 2014
JERSEY JUDO KARATE ACADEMY August 1990 - May 2011
Seasons Capital Management, LLC June 2009 - June 2010
The Reserve May 2004 - June 2009
JP Morgan August 2003 - May 2004
TRAINER LINK INC. May 2000 - May 2004
Morgan Stanley April 2002 - August 2003
Skills
Alternative Investments, Hedge Funds, Private Equity, Product Development, Fund Of Funds, Fundraising, Equities, Venture Capital, Commodity, Asset Allocation, Family Office, Prime Brokerage, Pensions, Endowments, Investment Advisory
Education
Rutgers University-New Brunswick
Yale School of Management
KPMG April 2011 - Present
Custom Solutions From SmartMoney November 2010 - April 2011
Horsesmouth LLC September 1999 - September 2009
JP Morgan 1998 - 1999
Lexington Management 1996 - 1998
Skills
Marketing Communications, Marketing Strategy, Marketing Psychology, Knowledge Management, Relationship Management, Client Service, Networking, Social Media, Creative Writing, Podcasting, Training and Development, Project Management, Team Leadership, B2B Marketing Strategy, Copy Editing, Publishing, Content Strategy, Strategy, Blogging, Newsletters, Editing, Training
Education
Stevens Institute of Technology 1993 — 1996
Master of Science (MS), School of Management, Applied Psychology
Seton Hall University
Bachelor of Arts (BA), Communication, Business Administration
Aika Cardin Photography September 2010 - Present
JP Morgan April 2008 - January 2009
Daiwa Securities August 2004 - March 2006
Skills
Family Photography, Portrait Photography, Event Photography, Photography, Wedding Photography, Digital Photography, Commercial Photography, Customer Service, Banking
Education
Salem State College 2000 — 2004
Bachelor's degree, Finance
Reed Allie Publishing LLC September 2015 - Present
Citco Fund Services September 2012 - September 2015
Citco September 2008 - January 2012
Lehman Brothers June 2007 - September 2008
UBS Securities LLC June 2003 - May 2007
Credit Suisse March 1997 - September 2001
JP Morgan June 1992 - March 1997
Credit Suisse First Boston (Pacific) October 1990 - January 1992
Objective Technologies, Inc. February 1990 - October 1990
Fusion Systems Group August 1989 - February 1990
Skills
Fixed Income, Prime Brokerage, Hedge Funds, Client Service, Equities, Full SDLC, Product Life Cycle..., Product Development, Data Extraction, Trade Management, Financial Services, Product Lifecycle..., Trading, Settlement, Derivatives, Electronic Trading, Alternative Investments, Securities, Capital Markets, Trading Systems, Sybase, Financial Markets, SDLC, Options, Portfolio Management, Back Office, Collateral Management, FX Options, Equity Derivatives, Credit Derivatives, Investment Banking, Bloomberg, Middle Office, Mutual Funds, Client Services, Asset Management, Bonds, Swaps, Equity Trading, Market Data, Risk Management, Securities Lending, Fund Administration, Relationship Management, Funding, Reference Data, Interest Rate..., Commodity, Financial Risk
Education
School of Visual Arts 1981 — 1983
none
KBC Bank & Verzekering March 2012 - Present
Investment Bank August 2009 - January 2012
JP Morgan 1997 - December 2007
JPMorgan Chase 1995 - 1997
The Chase Manhattan Bank July 1987 - January 1995
Skills
Change Management, Talent Management, Performance Management, Compensation, Employee Relations, Recruiting, Diversity, Strategic Advisory, Human Resources, Leadership, Fixed Income, Interviews, Management, Strategy, Personnel Management, Coaching, Organizational..., Investment Banking, Mergers & Acquisitions, Deferred Compensation, Consulting, Organizational Design
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Business Administration & English
Grassi & Co. January 2015 - Present
Edgar James CPA January 2013 - December 2014
JP Morgan 2012 - 2013
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
Bachelor of Science (B.S.), Accounting
Fir Tree Partners June 2012 - Present
Titan Grove Holdings June 2012 - Present
sPower December 2013 - Present
CIG Wireless August 2013 - Present
Veronis Suhler Stevenson August 1996 - April 2012
JP Morgan August 1991 - July 1996
Education
Rutgers University-New Brunswick 1986 — 1991
BA, Economics, Communications, Mathematics
TD Securities May 2014 - Present
J.P. Morgan January 2014 - May 2014
JP Morgan October 2010 - January 2014
Deloitte & Touche August 2010 - October 2010
Deloitte & Touche January 2008 - August 2010
BGI 2007 - 2007
PROS Pricing May 2003 - August 2006
Skills
Derivatives, Credit Risk, Risk Management, Fixed Income, Valuation
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Master, Quantitative Finance
University of Belgrade
JPMorgan Chase September 2013 - Present
J.P. Morgan July 2010 - August 2013
JP Morgan June 2009 - July 2010
Citigroup May 2005 - June 2009
Fiserv August 2004 - May 2005
Morgan Stanley February 2000 - August 2004
Prudential Financial May 1998 - February 2000
Morgan Stanley February 1997 - May 1998
Japan Leasing Inc. September 1995 - December 1996
Chase Manhattan Corporation November 1993 - July 1995
Skills
Business Analysis, Fixed Income, Equities, Financial Services, Derivatives, Securities, Asset Management, Hedge Funds, Program Management, Process Improvement, Mutual Funds, Investments, Alternative Investments, Trading, Outsourcing, Management, Due Diligence, Finance, Middle Office, User Acceptance Testing
Education
Saint Peter's University 2007 — 2010
MBA, Finance
Stony Brook University 1988 — 1992
BA, Economics and Social Sciences Interdisciplinary
New Dorp High School 1984 — 1987
CIBC Mellon January 2014 - July 2015
CIBC August 2012 - January 2014
JP Morgan September 2011 - June 2012
Deutsche Bank January 2010 - May 2011
Deutsche Bank September 2009 - December 2009
Hong Kong and Shanghai Banking Corporation August 2007 - September 2009
Skills
Financial Services, Quality Assurance, Trade Settlements, Custody and Clearing, Microsoft Excel, Microsoft Word, Lotus Notes, Outlook, SWIFT messages, Bloomberg Terminal, static data, Settlement, Equities, Banking, Corporate Actions, Financial Analysis, Fixed Income, Securities, Risk Management
Education
University of the Philippines Manila 2003 — 2007
Bachelor of Arts (BA), Political Science and Government
Ryerson University
Non Degree, Accounting and Finance
Sterne Agee May 2009 - Present
JP Morgan 2002 - 2009
Skills
Alternative Investments, Capital Markets, Series 7, Bonds, Equities, Fixed Income, Bloomberg, Derivatives, Portfolio Management, Hedge Funds, Securities, Financial Modeling, Asset Allocation
Education
Saint Mary's University of Minnesota 1978 — 1980
B.A., Economics & Marketing
Deloitte Advisory ManagerDeloitte Transactions & Business Analytics LLPJune 2006 - Present
Wyeth 2007 - 2007
JP Morgan 2002 - 2004
Skills
Valuation, Business Strategy, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Financial Reporting, Business Valuation, Investment Banking, Private Equity, Management Consulting, Restructuring, Mergers & Acquisitions, Strategy
Education
Rutgers University-New Brunswick 2004 — 2006
MBA, Finance
Narsee Monjee College of Commerce and Economics 1998 — 2001
Bachelor of Commerce, Accounting and Commerce
Wilmington Trust May 2012 - August 2014
Wilmington Trust July 2007 - July 2012
Law Debenture Trust Company of New York June 2002 - July 2007
US Bank 1998 - 2002
Norwest Bank 1997 - 1997
Bank One 1995 - 1997
Chase Manhattan Bank 1989 - 1995
Chemical Bank 1989 - 1989
JP Morgan 1985 - 1989
Spencer Publications 1984 - 1985
Skills
Restructuring, Loans, Capital Markets, Securities, Structured Finance, Banking, Due Diligence, Mergers, Risk Management
Education
Seton Hall University School of Law 1986 — 1991
J.D., Law
Villanova University 1978 — 1982
B.A., English/History
Villanova University 1978 — 1982
BA, English
Home Loan Servicing Solutions, Ltd. June 2012 - Present
UBS Investment Bank April 2011 - September 2011
UBS Investment Bank June 2007 - April 2011
JP Morgan 1999 - 2007
Skills
Equities, Valuation, Capital Markets, Private Equity, Hedge Funds, Financial Modeling, Bloomberg, Corporate Finance, Fixed Income, High Yield, Investment Banking, Principal Investing, Investor Relations, Mortgage Servicing, Residential Mortgages, REIT, Alternative Investments
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
Santa Clara University 1987 — 1991
BSc, Economics
Divorce with Dignity Mediation Services May 1997 - Present
JP Morgan 1994 - 1997
Price Waterhouse Management Consultants 1986 - 1990
Skills
Mediation, Alternative Dispute..., Parenting Time, Equitable Distribution, Collaborative Law, Conflict Management, Conflict, Litigation, Dispute, Family Law, Arbitration, Financial Analysis, Personal Budgeting, Courts, Dispute Resolution, Employment Law, Securities, Conflict Resolution, Real Estate, Wills, Civil Litigation, Commercial Litigation, Divorce, Child Support, Training, Family Mediation
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Marketing & Finance
Rutgers University-New Brunswick 1975 — 1979
BA, Science
Glen Ridge High School 1971 — 1975
High School Diploma, College Prep
Nasdaq May 2002 - Present
Ernst & Young November 1999 - May 2002
JP Morgan 1994 - 1999
Fleet Bank 1991 - 1994
Skills
Auditing, Risk Management, Financial Services, Internal Audit, Asset Management, Capital Markets, Asset Managment, Financial Reporting, Derivatives, Risk Assessment, Corporate Finance, Leadership, Mergers & Acquisitions, IT Audit, Sarbanes-Oxley, CRM, Financial Analysis, IFRS, Relationship Management, Financial Accounting, Mergers, Mutual Funds, Enterprise Risk..., Investor Relations, SEC filings, Operational Risk, Financial Risk, Finance, Operational Risk..., Corporate Governance, Financial Audits, Governance, Series 7, Stock Exchange, SOX Compliancy, US GAAP, COSO, Internal Controls, Securities, Management, Accounting, Equities, Banking, Process Improvement, Due Diligence
Education
Fairleigh Dickinson University-Metropolitan Campus 1987 — 1988
MBA, International Business
Saint Joseph's University - Erivan K. Haub School of Business 1984 — 1987
BS, Accounting
BNY Mellon November 2014 - Present
Resources Global Professionals February 2013 - November 2014
JP Morgan March 2008 - February 2013
Brown Brothers Harriman June 1999 - March 2008
State Street Bank 1997 - 1999
State Street 1989 - 1996
Skills
Accounting, Customer Relations, Fund Administration, Mutual Funds, Financial Reporting, Customer Service, Risk Management, Auditing, Hedge Funds, Banking, Private Equity, Management, Financial Services, Capital Markets, Bloomberg, SEC filings, Equities, Asset Management, Fund Accounting, Derivatives, Valuation, Alternative Investments, Fixed Income, Financial Modeling, Investments, Financial Analysis, Due Diligence, Portfolio Management
Education
Salem State University 1983 — 1987
Bachelors, Business / Economics
Burlington High 1979 — 1983
Diploma, College Prep
Bank of America September 2015 - Present
Barclays Investment Bank December 2013 - September 2015
JP Morgan February 2007 - December 2013
Wachovia Securities March 2005 - February 2007
Raymond James Financial Services May 2003 - March 2005
Skills
Series 7, Series 4, Series 24
Education
Schiller International University 1997 — 1999
MBA, International Business
RaNA Therapeutics November 2014 - Present
Chimerix, Inc. December 2014 - Present
Akebia Therapeutics September 2014 - Present
PTC Therapeutics, Inc. June 2014 - Present
Idenix Pharmaceuticals October 2010 - August 2014
American Liver Foundation New England Division October 2012 - June 2014
Idenix Pharmaceuticals May 2007 - October 2010
Keryx Biopharmaceuticals February 2006 - May 2007
JP Morgan May 2004 - February 2006
Schwab Soundview September 2003 - May 2004
Skills
Biotechnology, Equity Research, Due Diligence, Management, Pharmaceutical Industry, Healthcare, Strategy, Mergers & Acquisitions, Venture Capital, Oncology, Investor Relations, Research, Clinical Research, Lifesciences, Business Development, Financial Modeling, Medical Devices, Finance, Clinical Development, Cross-functional Team..., Commercialization, Drug Development, Life Sciences, Biopharmaceuticals
Education
University of Southern California - Marshall School of Business 1997 — 1999
MBA, Finance
Saint Anselm College 1986 — 1990
BA, Psychology
Saint John's High School 1982 — 1986
First Republic Bank September 2013 - Present
JP Morgan March 2008 - September 2013
LinkShare Corporation October 2001 - February 2008
Jupiter Media Metrix February 2000 - October 2001
Openshop Internet Software 1999 - 2000
ADP 1996 - 1999
Education
Saint Anselm College 1989 — 1993
Bachelors, Business
Newman Resource Group May 2008 - Present
RBS Greenwich Capital 2004 - 2007
Greenwich Capital Markets 2001 - 2004
JP Morgan Chase 2000 - 2001
JP Morgan 1997 - 2000
JP Morgan Securities Inc. 1992 - 1997
Morgan Guaranty Trust 1991 - 1992
Skills
Middle Office, Derivatives, Project Management, Fixed Income, Financial Services, Capital Markets, Back Office, Banking, Executive Search, Talent Acquisition, Recruiting, Hedge Funds, Finance, Relationship Management, Business Analysis, Operational Risk, Consulting, Management
Education
Siena College 1987 — 1991
B.S., Marketing & Management
Starwood Capital Group 2015 - Present
Point72 Asset Management March 2005 - April 2015
JP Morgan July 1997 - March 2005
AT&T Capital Corp October 1994 - July 1997
Skills
Talent Management, HRIS, Performance Management, Employee Benefits, Deferred Compensation, Recruiting, Onboarding, College Recruiting, Succession Planning, Talent Acquisition, Applicant Tracking..., HR Policies, Incentive Programs, Organizational..., Job Analysis, Change Management, Executive Pay, Organizational Design, Consulting, Coaching, Human Resources, Personnel Management, Employee Relations, Management, Compensation & Benefits, Employee Engagement
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
MBA
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BA, Psychology
TD July 2015 - Present
Citi July 2013 - Present
Wells Fargo November 2011 - June 2013
Wells Fargo Retail Finance September 2010 - November 2011
Wells Fargo Advisors June 2009 - September 2010
JP Morgan February 2006 - June 2009
Skills
Credit Analysis, Retail Banking, Sales, Credit, Consumer Lending, Small Business Lending, Management, Loans, Banking, Business Development, Customer Service, Finance, Coaching, Financial Services, Leadership, Sales Management, Mortgage Lending, Budgets, Risk Management, Cross Selling
Education
Seminole Community College
Sewanahka High School
US Trust 2010 - Present
JP Morgan 2000 - 2009
Commerzbank AG 1999 - 2000
JP Morgan 1992 - 1999
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance
Rutgers University-New Brunswick 1988 — 1992
BA, Economics and History
RSA, The Security Division of EMC July 2015 - Present
RSA The Security Division of EMC June 2013 - June 2015
EarthLink Holdings Corp. July 2009 - June 2013
JP Morgan May 2005 - March 2009
Homesite Insurance October 2001 - April 2005
Hollister Associates June 2001 - October 2001
Professional Staffing Group November 2000 - June 2001
DB Concepts February 2000 - November 2000
Skills
Employee Relations, Performance Management, Performance Improvement, Succession Planning, Talent Acquisition, Talent Management, EEO Investigations, EEOC, Organizational..., Organizational Design, Compensation & Benefit, LOA, HR Policies, Program Development, Program Management, Needs Analysis, Complaint Investigations, Conflict Resolution, Risk Management, Integration, Change Management, Culture, Leadership Development, Strategy, Leadership, Interviews, Management, Coaching
Education
Saint Michael's College 1994 — 1998
Bachelor of Arts, Psychology
Mount Snow Academy
Credits applied for High School Diploma from Chelmsford High School, Alpine Ski Racing and High School Studies
Pingree School July 2014 - Present
Credit Suisse August 2008 - Present
Tower School 2007 - June 2013
Lehman Brothers January 1998 - August 2008
JP Morgan March 1992 - January 1998
Merrill Lynch April 1991 - February 1992
Goldman Sachs February 1985 - March 1991
Skills
Investments, Fixed Income, Portfolio Management, Equities, Capital Markets, Asset Management, Finance, Investment Banking, Wealth Management, Private Equity, Alternative Investments, Educational Leadership, Electronic Trading
Education
Saint Louis University 1980 — 1984
Mamaroneck High School 1976 — 1980
Citi May 2015 - Present
RBC Capital Markets September 2013 - May 2015
J.P. Morgan May 2013 - September 2013
J.P. Morgan May 2011 - May 2013
JP Morgan May 2010 - May 2011
Astoria Federal Savings November 2008 - May 2010
Skills
Series 7, Anti Money Laundering, KYC, Compliance, Risk Assessment, Financial Services, Securities, Financial Risk, Banking
Education
State University of New York at Albany 2005 — 2008
Bachelor of Science, Business Administration, concentration in Finance and Management
Sacred Heart University 2004 — 2005
Business
Recon Capital Partners January 2013 - Present
Durational Energy Partners October 2011 - December 2012
Catapult Capital (Millennium Partners LP) June 2009 - October 2011
JP Morgan April 2009 - June 2009
SAC Capital June 2006 - December 2008
Smith Barney June 2005 - August 2005
Skills
Trading, Investments, Accounting, Finance, Equity Research, ETFs, Futures, Futures Trading, Equity Derivatives, Equity Trading, Financial Modeling, Data Modeling, Risk Management, Risk Analysis, Market Risk, Portfolio Management, Model Portfolios, Global Macro, Macroeconomics, Options Strategies, Options, Index Options, Derivative Operations, Derivatives Trading, Exotic Derivatives, Hedge Funds, Asset Allocation, Asset Management, Quantitative Research
Education
Sacred Heart University
BS, Finance, Accounting
Securities America, Inc. Member FINRA/SIPC February 2015 - Present
Schroder Investment Management November 2004 - December 2014
SG Cowen & Co September 2000 - July 2004
Gruntal & Co. LLP September 1999 - September 2000
Carret & Co October 1998 - July 1999
Everen Securities October 1997 - October 1998
JP Morgan March 1997 - October 1997
Dean Witter Discover & Co October 1989 - March 1997
Skills
Microsoft Office, Customer Service, Strategy, Valuation, Sales, Securities, Workshop Facilitation, Fixed Income, Finance, Investments, Portfolio Management, Financial Services, Mutual Funds, Relationship Management
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2005
Bachelor's Degree, Finance / Economics, 3.2
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Finance, General
SDL plc April 2015 - Present
Salesforce.com January 2008 - March 2015
BRG July 2007 - December 2007
JP Morgan August 2006 - January 2007
Advent Software October 2000 - September 2006
Wells Fargo September 1996 - August 2000
Skills
SaaS, Financial Services, Software Implementation, SDLC, Project Management, Salesforce.com..., Salesforce.com..., Salesforce.com..., Cloud Applications, Technical Support, Branch Banking, Account Management, Cloud Computing, Business Analysis, Enterprise Software, Integration, Salesforce.com, Management, Product Management, Business Process, Professional Services, CRM
Education
Saint Mary's College of California 1992 — 1996
Bachelors of Science, Business Administration
KKR August 2007 - Present
PricewaterhouseCoopers July 2006 - August 2007
OMT Partners LLC October 2003 - July 2006
Renaissance Trading Technologies November 2001 - October 2003
Robertson Stephens & Co July 1998 - August 2001
JP Morgan March 1992 - July 1998
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor of Arts (BA), Political Science
Red Hat February 2014 - Present
Hewlett-Packard September 2001 - 2013
StorageApps, Inc August 2000 - September 2001
Morgan Stanley March 1995 - August 2000
JP Morgan January 1994 - March 1995
AT&T Unix System Labs March 1993 - January 1994
Lehman Brothers August 1992 - March 1993
IBM April 1990 - August 1992
Skills
Architecture, Cloud Computing, Distributed Systems, System Architecture, Unix, C++, Perl, C, File Systems, Security, Linux, Shell Scripting, Solaris, Operating Systems, Software Development, Software Engineering, Virtualization, High Availability, Unix Shell Scripting, Agile Methodologies, Object Oriented Design, SOA, Storage, Integration, Data Collection, Java, Java Enterprise Edition, XML, SOAP, SNMP, WBEM, Multithreading, Pthreads, Eclipse, Internet, Social Media, TCP/IP, VMware, Windows, Windows Server, Web Development, Video Editing, Film Production, Software Design, Solution Architecture, gSOAP, Storage Virtualization, Storage Management, Storage Area Networks, Photography
Education
Rutgers, The State University of New Jersey-New Brunswick
B.S, Computer Science
Rutgers, The State University of New Jersey-New Brunswick
Computer Science Graduate Studies
Dream Foundation December 2013 - Present
Ganna Walska Lotusland 2007 - 2009
JP Morgan 1995 - 1998
Michael Page International 1993 - 1995
Deloitte & Touche 1990 - 1992
Skills
Financial Services, Fixed Income, Finance, Strategic Planning, Middle Office, Social Media, Foreign Exchange
Education
Saint Mary's College of California 1986 — 1990
Bachelor of Science (BS), Accounting, French
Citibank February 2004 - Present
Financial Fusion 2002 - 2004
JP Morgan 1996 - 2002
Visa 1994 - 1996
Chemical Bank 1986 - 1994
American Express 1981 - 1986
Skills
Debit Cards, Credit Cards, Product Management, Business Development, Payment Systems, Payments, Banking, Internet Banking, Leadership
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
notre Dame high school
Nebula Capital Management 2009 - Present
J.P. Morgan 2008 - 2009
UBS Investment Bank 2003 - 2007
JP Morgan 1998 - 2003
Skills
Hedge Funds, Portfolio Management, Investments, Trading, Capital Markets, Fixed Income, Emerging Markets, Financial Structuring, Alternative Investments, Credit Derivatives, Equities
Education
Smith College
BA, Chemistry
JP Morgan May 2010 - Present
Liberty Mutual January 2007 - August 2008
University of Massachusetts Amherst September 2006 - May 2008
Harvard University Art Museums June 2007 - August 2007
Tufts University August 2001 - August 2006
Fletcher Allen Health Care August 1999 - August 2001
Robert Hull Fleming Museum September 1995 - January 2000
YWCA Vermont May 1999 - August 1999
Education
University of Massachusetts, Amherst 2006 — 2009
MA, Art History
Tufts University 2003 — 2008
Certificate, Museum Studies
School of the Museum of Fine Arts 2001 — 2002
Studio Art
University of Vermont 1995 — 1999
BA, Studio Art, English, Political Science
Caritas Austria Le+O September 2011 - Present
The World Bank October 1997 - October 2008
BNP Paribas February 1987 - August 1990
JP Morgan January 1983 - August 1985
Skills
Management Consulting, International Relations, International...
Education
University of Virginia 2004 — 2008
Certificate
SDA Bocconi 1985 — 1986
MBA
John Cabot University 1979 — 1982
BA
J.P. Morgan November 2012 - Present
JP Morgan January 2010 - November 2012
MRI/ Compusearch 2006 - 2010
Wachovia Securities, LLC 2002 - 2006
Smith Barney 1996 - 2002
Skills
Recruiting, Sourcing, Business Development, Financial Services, Asset Managment, Equities, Interviews, Sales
Education
Rutgers University-New Brunswick
Promontory Financial Group, LLC June 2015 - Present
KPMG December 2010 - May 2015
BNP Paribas Commodity Futures, Inc. October 2009 - December 2010
Self-Employed April 2008 - September 2009
Credit Suisse August 2007 - March 2008
Federal Reserve Bank of New York May 2005 - July 2007
Citibank November 2002 - March 2004
JP Morgan April 2002 - August 2002
JP Morgan April 1996 - March 2002
JP Morgan September 1993 - March 1996
Skills
Stress Testing, Risk Management, Operational Risk..., Internal Controls, VAR, Derivatives, Market Risk, Fixed Income, Credit Derivatives, Valuation, Operational Risk, Financial Risk, Hedging, Trading, Commodity, Options, Finance, Banking, Commodity Markets, Capital Markets, Hedge Funds, Treasury, Interest Rate Risk..., Investment Banking, Portfolio Management, Equity Derivatives, Credit, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance
Rutgers University-New Brunswick 1987 — 1992
BA, French, Economics
Deutsche Bank June 2010 - Present
CareerBridge March 2009 - June 2010
JPMorgan Chase March 2003 - February 2009
Credit Suisse First Boston April 2001 - June 2002
Columbia University September 2001 - May 2002
JP Morgan July 1995 - March 2001
Skills
Equities, Derivatives, Project Management, Business Analysis, PMP, Entrepreneurship, Management, Financial Modeling, Leadership, Strategy, Program Management, Investment Banking, Analysis, Capital Markets, Portfolio Management, Fixed Income, IT Strategy, Risk Management, CRM
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Leadership Somerset 2008 — 2009
New York Institute of Finance
Certificate
Ocean Township High School
Rutgers University-New Brunswick
Bachelors of Arts
Bank of America Merrill Lynch April 2012 - Present
JP Morgan June 2008 - April 2012
Bear, Stearns & Co. January 1995 - June 2008
ADP July 1993 - January 1995
Skills
Software Engineering, C/C++, Java, Python, Unix, Windows, Software Project..., Perl, XML, SQL, Integration, Enterprise Architecture, C++, Software Development, Distributed Systems, Web Services, Data Analysis, Project Management, Program Management, Requirements Analysis, Java Enterprise Edition, Oracle, Agile Methodologies, Solaris, SOA, Databases, Scrum, Data Warehousing, Data Modeling, Web Applications, IT Strategy, Linux, Solution Architecture, System Architecture, Architecture, Market Risk, Database Design, Business Intelligence, Cloud Computing
Education
Rutgers University-New Brunswick 1992 — 1993
Rutgers University-New Brunswick 1988 — 1991
BA
FrontRange June 2014 - Present
Broadcom Corporation October 2010 - June 2014
Broadcom March 2007 - October 2010
Everdream Corporation January 2006 - March 2007
Intel Optical Platforms Division March 2003 - January 2006
VxTel Corporation December 2000 - March 2003
Agilent Technologies Inc. May 2000 - December 2000
JP Morgan January 2000 - May 2000
Systems Link October 1998 - January 2000
Lockheed Martin July 1997 - October 1998
Skills
Debugging, Embedded Systems, Firmware, Device Drivers, SoC, Testing, Embedded Software, C, Semiconductors, ASIC, VoIP, Software Engineering, Linux, Verilog, Perl, RTOS, Program Management, C++, Architecture, Product Management, Cross-functional Team..., Integration, Python, Architectures, Java, Android, FPGA, Unix, Engineering Management, ARM, Windows Internals, Customer Support, Team Building, SaaS, SQL, JavaScript, IIS
Education
Santa Clara University 2010 — 2015
Master’s Degree, Engineering Management
NYU Polytechnic School of Engineering 1990 — 1993
Bachelor of Science (B.S.), Electrical Engineering
CHARLES RIVER CREATIVE ARTS PROGRAM November 2011 - Present
Simmons College January 2002 - October 2011
JP MORGAN October 2000 - January 2002
Back Bay Advisors June 2000 - October 2000
Skills
Process Improvement, Mentoring, Budgets, Nonprofits, Microsoft Office, Community Outreach, Analysis, Event Planning, Program Development, Data Analysis, Research
Education
Simmons College - Simmons School of Management 2003 — 2005
MBA, Business Administration and Management, General
TRINITY COLLEGE
Bachelor of Arts, Psychology
JPMorgan Executive DirectorJPMorgan Chase1995 - Present
JP Morgan 1995 - Present
Lehman Brothers October 1989 - August 1995
Education
Rutgers University-New Brunswick 1979 — 1983
Mattel June 2006 - July 2008
Mattel November 2003 - May 2006
Deutsche Bank 2000 - 2001
JP Morgan 1999 - 2000
PricewaterhouseCoopers 1997 - 1999
Skills
Brand Management, Product Marketing, Marketing Management, Consumer Products, Competitive Analysis, Brand Development, Marketing Strategy, Customer Insight
Education
University of Southern California - Marshall School of Business 2001 — 2003
MBA, Marketing
Rutgers University-New Brunswick 1993 — 1997
BS, Accounting
Comcast August 2015 - Present
Comcast March 2014 - August 2015
Comcast January 2012 - March 2014
Notch Partners, LLC March 2010 - December 2011
Xios Technologies March 2009 - March 2010
JP Morgan June 2008 - December 2008
Bear Stearns May 2005 - May 2008
Goldman Sachs June 2000 - May 2005
Skills
Analytics, Strategy, Big Data, Leadership, Financial Modeling, E-commerce, Web Analytics, Macro Analysis, Equity Research, Propensity Modelling
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor, Arts, Economics
Matawan Regional High School
United Nations March 2010 - Present
Bear Stearns 2007 - 2009
JP Morgan 2003 - 2008
JP Morgan Chase & Co 2003 - 2007
JPMorgan Chase 2003 - 2007
Skills
High Availability, Cluster, Solaris, Linux, SAN, Unix, System Administration, Perl, Disaster Recovery, Storage, RHEL, SDLC, NAS, Shell Scripting, Vendor Management
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1976
MBA, finance and marketing
University at Buffalo 1966 — 1971
BS Electrical Engineering, computers, communications
Quantitative Management Associates LLC April 2014 - Present
GMO March 2009 - March 2014
Numeric Investors March 2006 - February 2009
UBS O'CONNOR 2003 - 2006
JP MORGAN 2000 - 2003
Skills
Portfolio Management, Equity Research, Hedge Funds, Emerging Markets, Equities, Alternative Investments, Asset Managment, Investment Strategies, Portfolio Optimization, Quantitative Finance, Investments, Investment Management, Financial Modeling, Quantitative Investing, Financial Markets, Institutional..., Capital Markets, Mutual Funds, Financial Analysis, Quantitative Analytics, Trading Strategies, Risk Management, Series 7, Equity Trading, Bloomberg, Equity Valuation, Asset Management, Asset Allocation, Fixed Income, Structured Finance
Education
University of California, Berkeley 2000 — 2000
Visiting Scholar, International Economics
University of Washington 1996 — 2000
PhD, Economics, Finance
University of Washington 1996 — 2000
MA, Economics
San Francisco State University 1991 — 1996
BA, Economics
San Francisco State University 1991 — 1996
BS, Statistics
JPMorgan Chase Buisiness Resiliency ManagerJP Morgan Chase Bank1985 - Present
JP Morgan 1985 - Present
JPMChase 1985 - Present
Education
Sam Houston State University 1983 — 1985
John Hancock Financial Services October 2012 - Present
JP Morgan 2005 - February 2013
JPMorgan Chase 2009 - September 2012
Skills
Fund Administration, Equities, Mutual Funds, Financial Reporting, Financial Services, Business Analysis, Business Process..., System Testing, User Acceptance Testing, Microsoft SQL Server, Crystal Reports, VBA, Data Analysis, Data Management, Sybase, Performance Measurement, Requirements Analysis, Business Requirements
Education
Salem State College 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Business/Management
Fannie Mae May 2014 - Present
Deutsche Bank February 2009 - April 2014
JP Morgan June 2008 - November 2008
Bear Stearns March 2003 - June 2008
Zweig Mutual Funds March 1995 - January 2003
Skills
Electronic Trading, Trading Systems, Equities, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Market Data, Investment Banking, Options, Equity Derivatives, Equity Trading, Trading, Bloomberg, Financial Markets, Project Management, Project Planning, Business Analysis, Prime Brokerage, Low Latency, Middle Office
Education
Shippensburg University of Pennsylvania 1984 — 1988
Bachelor of Science (BS), Computer Science
JP Morgan March 2000 - Present
Hay Group 1997 - 2000
Premier Planning Group 1994 - 1997
Waynesborough 1984 - 1994
Skills
Derivatives, Financial Analysis, Equities, Investment Banking, FX Options, Emerging Markets, Investment Management, Portfolio Management, Financial Modeling, Capital Markets, Financial Services
Education
Saint Joseph's University - Erivan K. Haub School of Business 1998 — 2001
MBA, Finance
Shippensburg University of Pennsylvania 1990 — 1994
Conestoga High School
JP Morgan June 2008 - Present
Skills
Integration, Software Development, SDLC, Software Project..., Project Management, Requirements Analysis, Program Management, Sybase, Agile Methodologies, SOA, Business Process, Solution Architecture, CRM, Trading Systems, Requirements Gathering, Testing, Business Analysis, Distributed Team..., Data Modeling, IT Strategy, Agile Project Management, Market Data, SQL, Java, Databases, Management, Data Warehousing, Business Intelligence, Vendor Management, Business Requirements, Prime Brokerage, Software Engineering, ETL, Data Analysis, Analysis, Enterprise Architecture, Enterprise Software, Messaging, UML
Education
Seton Hall University
BS
Seton Hall University
MS
GammaDynamics, LLC 2008 - 2014
Evolution Capital Management 2011 - 2013
Pacific Alternative Asset Management Company 2003 - 2008
Bank of America 2000 - 2002
JP Morgan 1996 - 2000
Education
Institute For Advanced Study, Princeton 1996 — 1996
Visiting Member, Mathematics/Physics
Rutgers University-New Brunswick 1991 — 1995
Ph.D., Mathematics
JPMorgan March 2008 - Present
JP Morgan 2004 - Present
Bear Stearns June 2004 - March 2008
Bear Stears, Inc. 2004 - 2008
Kraft Foods 2001 - 2004
Nabisco / Kraft Foods 1998 - 2004
Nabisco - Kraft 1997 - 2004
Kraft 1997 - 2004
Nabisco 1995 - 2004
Prudential 1985 - 1995
Education
Sheffield Hallam University 1974 — 1978
Spondon Park
JP Morgan 2006 - Present
JPMorgan January 2003 - Present
JPMorgan January 2000 - December 2003
The Chase Manhattan Bank December 1999 - December 2000
Education
Siena College 1992 — 1996
BA, English & Marketing
x 1992 — 1996
Ursuline
Prudential Financial April 2012 - Present
JP Morgan 2008 - April 2012
Merrill Lynch 2000 - 2007
Skills
Series 7, Series 24, FINRA, Securities, Equities, Alternative Investments, Investment Advisory, Mutual Funds, Series 63, Wealth Management, Asset Managment, Investments, Fixed Income, Derivatives, Portfolio Management
Education
Rutgers University-New Brunswick
BA, Economics
Federal Reserve Bank of New York March 2015 - Present
JPMorgan Chase October 2013 - February 2015
GE Capital May 2011 - October 2013
JP Morgan Chase August 2010 - May 2011
JP Morgan Chase May 2007 - July 2010
JP Morgan October 2005 - May 2007
JP Morgan Chase 2005 - 2005
Skills
Liquidity Risk, Credit Risk, Fixed Income, Capital Markets, Settlement, Financial Modeling, Investment Banking, Leadership, Treasury, Liquidity, Product Control, Risk Management, Bloomberg
Education
School of Oriental and African Studies, U. of London 2002 — 2004
MSc, Economics
Temple University 1998 — 2001
Bachelors, English
Temple University 1998 — 2001
Bachelors, English
(self employed) April 2005 - Present
Citi Group July 1996 - April 2005
JP Morgan 1994 - July 1996
AT&T 1989 - 1994
Skills
Sybase, Databases, SQL, Database Design, Investment Banking, Database Admin, Enterprise Architecture, Oracle, Analysis, Market Data, Equities, Data Warehousing, SDLC, Visio, IT Strategy, Database Administration, Capital Markets, Software Project..., Solaris, Management, Fixed Income, Integration, Electronic Trading, Disaster Recovery, Microsoft SQL Server, Unix, Trading Systems, Data Modeling, PMO
Education
Saint Peter's University 1986 — 1990
BS, Computer Science
Shield Consulting, LLC 2001 - Present
Lee Hecht Harrison/DBM 2006 - 2015
Cambria Consulting 2003 - 2015
Ayers 2001 - 2015
JP Morgan 1983 - 2001
Skills
360 Feedback, Career Development, Change Management, Coaching, Culture Change, Emotional Intelligence, Employee Engagement, Entrepreneurship, Executive Coaching, Executive Development, Leadership Development, Management, Management Consulting, Management Development, Nonprofits, Organizational..., Organizational..., Performance Management, Succession Planning, Talent Management
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1980
MBA, Accounting
University of Michigan 1973 — 1975
BS, Political Science and Government
Gain Capital (forex.com) September 2009 - Present
LifeLock, Inc. Tempe, Arizona 2008 - 2009
Societe Generale March 2004 - March 2008
Fuji Capital / Mizuho Capital 1999 - 2004
Mizuho Financial Group 1999 - 2003
Santander Investment 1995 - 2000
JP Morgan 1980 - 1995
Skills
Trading Systems, Software Development, Financial Risk, Portfolio Management, Derivatives, Fixed Income, Capital Markets, Market Risk, Credit Derivatives, Financial Services, Electronic Trading, Market Data, FX Options, Commodity, Trading, Options, Risk Management, Bloomberg, Swaps, Technical Analysis, Financial Markets, FX trading, Prime Brokerage, Foreign Exchange, Equities, Low Latency, Equity Derivatives, Back Office, Trading Strategies, Equity Trading, Hedge Funds, Interest Rate..., Exchange Connectivity, Middle Office, Investment Banking, Securities, Quantitative Finance, Sybase, Reference Data, Emerging Markets, Alternative Investments, Commodity Markets, Structured Products, Asset Management, Quantitative Analytics, Bonds, Relationship Management, Investment Management, Currency, FX Trading
Education
Rutgers University-New Brunswick 1976 — 1980
Positive Changes Hypnosis of Glendora Office ManagerLoomis SaylesOctober 1996 - April 1999
JP Morgan August 1995 - October 1996
Everest & Jennings, International 1986 - 1990
Education
Santa Monica College 1985 — 1989
General
University of California, Los Angeles 1981 — 1982
Personnel Management
JPMorganChase September 1991 - Present
JPMorgan Chase 1991 - Present
JP Morgan 1991 - Present
Education
Saint Joseph's University 1987 — 1991
JP Morgan Managing DirectorJP Morgan Chase & Co1987 - Present
Education
Seton Hall University 1987 — 1992
MBA
The Prudential Insurance Company of America September 2013 - April 2014
Gerstein Fisher 2011 - 2011
JP Morgan 2007 - 2011
Bear Stearns April 2007 - September 2008
Lehman Brothers 2006 - 2007
MetLife 2001 - 2006
Nathan & Lewis 2001 - 2002
Morgan Stanley Dean Witter Trust 2000 - 2000
Skills
Training, Sales, Investments, Operations, Following Up, Customer Service, Videography, Video Editing, Personal Training, Recruiting, Relationship Management, Asset Managment, Financial Services, Insurance, Finance, Fixed Income, Equities, Securities, Mutual Funds, Asset Allocation, FINRA, Derivatives, Employee Benefits, Project Management, Wealth Management, Investment Advisory, Capital Markets, Bloomberg, Financial Analysis, Management, Portfolio Management, Series 6, 401k, Trading, Risk Management, Back Office, Alternative Investments, Hedge Funds, Microsoft Excel, Bonds, Series 7, Options, Financial Markets, Asset Management, Retirement, ETFs, Retirement Planning, Credit, Investment Banking, Strategic Financial...
Education
Toastmaster's
St. Peter's College
Marketing
Cliffside Park High School
KCG Holdings, Inc. June 2008 - Present
ICAP February 2005 - June 2008
NYFIX July 2003 - February 2005
Rennaisance Trading Technologies, LLC July 2002 - July 2003
Robertson Stephens March 2000 - July 2002
JP Morgan May 1994 - March 2000
Bellcore May 1986 - May 1994
Skills
Electronic Trading, Trading Systems, Market Data, Low Latency, Equity Trading, Exchange Connectivity, Options, Derivatives, Equities, Equity Derivatives, Quantitative Finance, Trading, Sybase, Fixed Income, Proprietary Trading, Financial Markets
Education
Stanford University 1986 — 1987
M.S., Computer Science
Rutgers University-New Brunswick 1982 — 1986
B.A., Computer Science
Lockheed Martin September 2012 - Present
Antillia Capital Advisors April 2009 - September 2012
Citigroup June 2007 - April 2009
India Brook Partners LLC February 2007 - June 2007
Atlantean Capital (South East Caribbean Venture Fund) July 2006 - February 2007
Republic Bank in Trinidad June 2005 - September 2005
JP Morgan June 1999 - July 2004
Skills
Private Equity, Financial Modeling, Valuation, Due Diligence, Venture Capital, Investments, Mergers, Portfolio Management, Financial Structuring, Strategy, Structured Finance, Finance, Entrepreneurship, Project Finance, Executive Management, Mergers & Acquisitions, Joint Ventures, Acquisitions, Financial Services
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2006
MBA, Private Investments
University of Cape Town 2005 — 2005
Exchange Program, Fall 2005
NYU Schack Institute of Real Estate
Classes in Real Estate Analysis and Investment
Rutgers, The State University of New Jersey-New Brunswick
BA, Political Science
JP Morgan June 2008 - Present
Bear Stearns March 2000 - May 2008
Morgan Stanley Smith Barney 1999 - 2000
Merrill Lynch June 1999 - September 1999
Skills
Asset Management, Business Analysis, Back Office, Derivatives, Electronic Trading, Equity Trading, FIX, FX Options, Financial Services, Financial Markets
Education
Rutgers University-New Brunswick 1995 — 1999
Brooklyn Technical High School 1991 — 1995
Bank of America November 2011 - Present
JP Morgan October 2009 - November 2011
JP Morgan 2008 - 2010
JP Morgan 2007 - 2008
JP Morgan 2005 - 2007
JP Morgan 2003 - 2005
Price Waterhouse Coopers 1998 - 2002
Skills
Capital Markets, Strategic Planning, Financial Services, Product Management, Strategy, Banking, Management, Business Strategy, Securities, CRM, Business Analysis, Investments, Team Leadership, Mutual Funds
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA
Skidmore College 1989 — 1993
BA, Business, Government
MetLife Investments 2013 - Present
JP Morgan 2008 - 2013
Bear Stearns 1996 - 2008
Bell Labs 1988 - 1996
Skills
Transaction Management, SOA, Messaging, Machine Learning, Natural Language..., Data Mining, Data Visualization, Python, RDF, OWL, Android, Calculus, Physics, Tutoring, R, Artificial Intelligence, Application Architecture, Java, Data Analysis, Distributed Systems, Big Data, Trading Systems, Unix, Business Analysis, Investment Banking, SDLC, Integration
Education
Rutgers University-New Brunswick
M.S., Computer Science
Saint Peter's University
B.S., Mathematics & Computer Science
Roka Security, LLC June 2015 - Present
Independent Consultant November 2014 - June 2015
JP Morgan March 2008 - September 2014
JP Morgan Chase / Bear Stearns January 1994 - March 2008
Ascom Timeplex January 1989 - January 1994
ITT Avionics June 1983 - January 1989
Skills
Management, Fixed Income, Trading Systems, Equity Derivatives, Investment Banking, Strategic Planning, Equities, Leadership, Prime Brokerage, Sales Operations, Trading, Electronic Trading, Business Analysis, Program Management, Databases, Time Management, Financial Risk, Project Delivery, Real Time System Design, Applications..., Software Engineering, LAN-WAN, Full SDLC, Agile Methodologies, Project Management, SDLC, Software Development, Capital Markets, Software, Project Managers
Education
New York University - Leonard N. Stern School of Business 1990 — 1995
MBA courses towards Finance and Information Systems, Finance and Information Systems
Stevens Institute of Technology 1987 — 1990
MS, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1983
Bachelor's Degree, Computer Science, Mathematics, Business
JPMorgan Chase & Co. 2007 - Present
JP Morgan 2007 - Present
JPMorgan 2007 - Present
JP Morgan Chase 2007 - Present
Hill, Thompson, Magid & Co., Inc. October 2003 - September 2006
Education
Saint Peter's University 1989 — 1993
The Boston Consulting Group April 1997 - Present
James D Wolfensohn August 1994 - April 1997
JP Morgan 1987 - 1990
Skills
Knowledge Management, Information Management, Change Management, Competitive Intelligence, Project Management, Web Content Management, Management Consulting, Intranet, Research, Analysis, Information Retrieval, Strategy, Business Strategy, Online Research, Data Analysis, Market Research, Content Management, Business Analysis, Taxonomy
Education
Simmons College 1982 — 1984
MLS, Library Science
Stony Brook University 1978 — 1982
BA English
EY June 2005 - Present
Summit Area YMCA 2013 - Present
Summit Education Foundation 2013 - Present
New Jersey Youth Symphony July 2008 - June 2010
JP Morgan 2002 - 2005
Andersen Corporate Finance 2000 - 2002
Arthur Andersen 1979 - 2002
Skills
Financial Reporting, Internal Controls, Due Diligence, SEC filings, Accounting, Corporate Finance, Tax, Financial Analysis, GAAP, Corporate Tax, Auditing, IFRS, Financial Modeling, Mergers & Acquisitions, CPA, US GAAP, Sarbanes-Oxley Act, Private Equity, Financial Accounting, Restructuring, Business Valuation, Valuation
Education
Santa Clara University 1975 — 1979
Bachelor of Science, Accounting
Santa Clara University 1975 — 1979
Bachelor of Science (BSc), Accounting
Morgan Stanley 2013 - Present
Devlin Consulting, LLC 2007 - Present
Barclays 2011 - 2013
Dow Jones 2006 - 2011
JP Morgan 1998 - 2006
Cambridge Technology Partners 1997 - 1998
AT&T 1993 - 1997
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science (BS), Computer Science
JP Morgan August 2003 - Present
Bear Stearns 2003 - 2008
Beast financial 2000 - 2003
i3 Mobile 1999 - 2000
Beast Financial 1997 - 1999
RTS Wireless 1997 - 1998
AIR Media Inc. 1994 - 1997
Smith Micro Software August 1992 - March 1994
Education
Rutgers University-New Brunswick 1988 — 1992
JP Morgan March 2008 - Present
Bear Stearns 2004 - 2007
Skills
Fixed Income
Education
Rutgers University-New Brunswick
Notre Dame Academy of Staten Island October 2008 - Present
The Bear and The Butterfly 2005 - 2008
JP Morgan 1992 - 2005
Skills
Securities, Program Management, Financial Services, Fixed Income, Project Management, Equities, Leadership, Strategy, Asset Management, Strategic Planning, Hedge Funds
Education
Seton Hall University 1980 — 1984
BA, Communications
CLS Group. October 2013 - Present
Goldman Sachs May 2010 - October 2013
JP Morgan May 2003 - April 2010
Skills
Weblogic, SDLC, Trading Systems, Sybase, FX Options, Middle Office, Fixed Income, SOA, Reference Data, Derivatives, Investment Banking, Agile Methodologies, Interest Rate..., Credit Derivatives, Prime Brokerage, Swaps, Electronic Trading
Education
Rutgers University-New Brunswick 1999 — 2003
B.S, Computer Science and Minor in Economics
UBS October 2013 - Present
JP Morgan August 2007 - October 2013
HSBC Securities April 2006 - September 2007
Barclays Capital 2004 - 2006
Skills
Options, Electronic Trading, Derivatives, Investment Banking, Trading Systems, Asset Managment, Foreign Exchange, Middle Office, Equity Trading, Asset Management, Back Office, Banking, Financial Markets, Bonds, Market Data, Financial Services, Prime Brokerage
Education
Siena College 1996 — 2000
Bachelor's, Sociology
Lawrence Real Estate Development June 2013 - Present
Merrill Lynch August 2008 - June 2013
Bear Stearns 2002 - 2008
JP Morgan 1996 - 2002
Skills
Hedge Funds, Prime Brokerage, Tax, Securities, Equities, International Tax, Fixed Income, Alternative Investments, Derivatives, Investment Banking, Investments, FINRA, Corporate Actions, Corporate Tax, Financial Services, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1987
B.S., Accounting
World Wide Packaging May 2009 - Present
CIT September 1997 - July 1998
JP Morgan September 1994 - September 1997
Skills
Tax Returns, PowerPoint, Income Tax, Tax, Consolidation, Financial Reporting, Accounts Payable, QuickBooks, Preparation, Financial Accounting, Tax Accounting, Corporate Tax, Accounts Receivable, Accounting, Financial Analysis, Microsoft Excel, General Ledger, Account Reconciliation, Sales Tax, Bank Reconciliation, Tax Preparation, Accountants, Bookkeeping, Year-end Close, Depreciation, Journal Entries
Education
Rutgers University-New Brunswick 1990 — 1994
Bachelors of Science, Accounting
Clearwater Capital Partners 2009 - Present
Credit Suisse 2003 - 2009
JP Morgan 1999 - 2002
Skills
Private Equity
Education
Smith College
BA, Economics
Locke Lord LLP January 2015 - Present
Edwards Wildman Palmer LLP May 2012 - January 2015
Goodwin Procter LLP June 2007 - May 2012
U.S. Trust June 2001 - June 2005
JP Morgan May 2000 - January 2001
Skills
Editing, Public Relations, Strategic Communications, Media Relations, Corporate Communications, Leadership, Press Releases, Internal Communications, Marketing Communications, Newsletters, Crisis Communications, Social Media, Blogging, Web Content, Copy Editing
Education
Smith College 1994 — 1998
B.A., English Language and Literature
Jefferies & Company December 2009 - Present
JP Morgan January 2008 - September 2009
Deutsche Bank 2006 - 2007
Wachovia Securities, LLC 2004 - 2006
Morgan Stanley 1996 - 2004
Skills
Investment Banking, Fixed Income, Capital Markets, Middle Office, Series 7, ETF, Series 99, Emerging Markets, Settlement, Structured Products, Trading, ETFs, Securities
Education
Shippensburg University of Pennsylvania 1988 — 1993
BS, International Business
J.P. Morgan February 2014 - Present
J.P. Morgan November 2009 - Present
Mary Kay Cosmetics May 2007 - May 2012
JP Morgan September 1992 - March 2008
Leslie Hindman Auctioneers November 1989 - September 1992
LIT America-Goldberg Securities June 1988 - September 1989
Rialcor-Shatkin Securities September 1987 - June 1988
Skills
Banking, Leadership, Microsoft Excel, Microsoft Word, PowerPoint
Education
Saint Mary's College 1983 — 1987
BA, Humanistic Studies, Art minor
JP Morgan March 2008 - Present
Bear Stearns September 2001 - March 2008
Skills
Compensation, Financial Accounting, Analytics, Financial Reporting
Education
Saint Bonaventure University 1997 — 2001
Bachelor of Science, Finance
RealtyMogul.com January 2015 - Present
Centerline Capital Group May 2007 - January 2015
JPMorgan 1998 - 2006
JPMorgan Real Estate - CMBS 1998 - 2006
JP Morgan 1998 - 2006
AIG American General 1990 - 1998
American General 1990 - 1998
Fidelity Investments 1987 - 1990
Skills
Portfolio Management, Asset Management, Underwriting, Investments, Loans, Valuation, CMBS, Asset Managment, Real Estate Economics, Credit, Capital Markets, Commercial Real Estate, Commercial Mortgages, Credit Analysis, Financial Structuring, Securitization, Real Estate Financing, Budget Process, Team Management
Education
University of Houston 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
Saint Bonaventure University 1976 — 1980
BA, Social Science
FactSet January 2013 - Present
MarkitSERV January 2012 - December 2012
Credit-Suisse June 2007 - January 2012
Lee Hecht Harrison 2012 - 2012
Lee Hecht Harrison 2012 - 2012
Moody's Investor Services August 2006 - June 2007
AllianceBernstein February 2000 - August 2006
JP Morgan April 1997 - February 2000
Citibank June 1995 - April 1997
MetPath Laboratories April 1994 - June 1995
Skills
Sybase, SDLC, Architecture, Business Analysis, Business Process, Data Warehousing, Databases, Disaster Recovery, ETL, Enterprise Architecture, IT Strategy, Integration, Leadership, Management, Oracle, Performance Tuning, Project Planning, Requirements Analysis, Risk Management, SOA, SQL, Software Design, Software Development, Solaris, Solution Architecture, Strategy, Trading Systems, Unix, Vendor Management
Education
Saint Peter's University 1979 — 1983
BS, Computer Science
Saint Peter's University
The Thomas Group 2008 - Present
charter one investment services July 2006 - October 2008
JP Morgan February 2002 - July 2006
TD Waterhouse August 1998 - February 2001
Skills
Retirement Planning, Fixed Annuities, Retirement, Sales, Estate Planning, Market Development, Investments, Insurance, Life Insurance, Mortgage Lending, Small Business, 401k, Term Life Insurance, Long-term Care
Education
Saint Xavier Graham School of Management
Saint Xavier University
HighBank Advisors February 2014 - Present
Harborside Group January 2013 - February 2014
T. Rowe Price January 2011 - January 2013
JP Morgan December 2009 - June 2010
Skills
Fixed Income
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
MBA, Finance
Salisbury University - Perdue School of Business 2006 — 2009
B.S., Finance, Concentration in Investments
JP Morgan April 2004 - Present
Credit Suisse First Boston December 2002 - April 2004
UBS Investment Bank August 2002 - December 2002
Credit Suisse First Boston June 1999 - June 2001
Donaldson, Lufkin & Jenrette October 1996 - June 1999
Skills
Capital Markets, Fixed Income, Equities, Roadshows, Investment Banking, Investments, Leveraged Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor's
JPMorgan Chase June 2012 - Present
JP Morgan June 2008 - June 2012
Bear Stearns 2005 - 2010
Skills
Business Strategy, Organizational..., Organizational..., Management, Operations Management, Project Management, Communication, Financial Analysis, Product Development, Software Project..., Coordination, Project Coordination, Creative Strategy, Team Leadership, Leadership Development
Education
Sacred Heart University 2001 — 2005
Bachelors of Science, Business Administration, Economics
Locust valley
JPMorgan Chase October 2010 - Present
Clydesdale Bank International, Guernsey December 2009 - March 2010
Rothschild Trust Guernsey Limited September 2008 - November 2009
JP Morgan June 1992 - October 2006
Skills
Accounting, Financial Analysis, Budget Process, Budget Management, Financial Reporting, Risk Management, Process Improvement, Strategic Planning, Microsoft Excel, Executive Reporting, Internal Audit, Controllership Functions, Reserve Analysis, Variance Analysis, Forecasting, Prime Brokerage
Education
State University of New York at Albany 1990 — 1992
MBA, Finance
Saint Bonaventure University
BBA, Accounting
Santander Investment Securities Inc January 2015 - Present
CIBC World Markets August 2012 - December 2014
FTN Financial February 2012 - June 2012
BNP Paribas Securities Services February 2005 - February 2012
McDonald Investments August 2004 - January 2005
Barclays Capital July 1998 - April 2004
UBS January 1994 - May 1998
JP Morgan April 1991 - January 1994
Sanwa Financial Products LLC May 1990 - April 1991
Drexel Burnham Lambert April 1985 - February 1990
Skills
Fixed Income, Capital Markets, Bonds, Hedge Funds, Bloomberg, Equities, Series 7, Portfolio Management, Trading, Investments, Investment Banking, Derivatives, Alternative Investments, High Yield, Asset Managment, Structured Products, Treasury, Credit Derivatives
Education
Rutgers University-New Brunswick 1977 — 1981
Bachelor of Arts, Polictical Science, Economics
Rutgers Preparatory School 1972 — 1976
BA, Political Science and Econmics
Sara International Inc. November 2014 - Present
Vallabh Priti Seva Samaj of Houston November 2010 - Present
JP Morgan October 2010 - October 2014
University of Houston February 2009 - December 2010
Texas Learning and Computing Center - University of Houston September 2008 - December 2008
HDFC Bank Ltd. April 2007 - July 2008
HDFC Bank Ltd January 2005 - March 2007
Skills
System Administration, Security, Disaster Recovery, Troubleshooting, Vendor Management, Process Improvement, Management, Business Analysis, Data Center, Customer Service, Analysis, Project Management, Networking
Education
University of Houston 2008 — 2010
MS, Computer Science
Sardar Patel University 2002 — 2004
Master, Computer Applications
Sardar Patel University 1999 — 2002
Bachelors, Information Science
SJC - Valsad 1987 — 1999
High School, Science
JP Morgan September 2007 - Present
Education
Skidmore College 2002 — 2006
BA, Business & Economoics
JP Morgan July 2010 - Present
First Franklin 2004 - 2007
Skills
Underwriting, Mortgage Lending, Loans, Mortgage Underwriting, Credit, Credit Analysis, Banking, Mortgage Banking
Education
Sam Houston State University 1999 — 2003
Bachelor in GBA, General Business and Criminal Justice
J.P. Morgan April 2015 - Present
Deutsche Bank August 2013 - December 2014
JP Morgan January 1998 - July 2013
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance
University of Mumbai
B.S., Engineering
Lenox Advisors November 2011 - Present
Northwestern Mutual September 2009 - November 2011
JP Morgan October 2007 - February 2009
Bear Stearns May 2007 - October 2007
Bear Stearns August 2006 - May 2007
Skills
Risk Management, Estate Planning, Asset
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
Marketing
Don Bosco Prep 1998 — 2001
JP Morgan June 2007 - Present
Black River Asset Management 2003 - 2007
Cargill 1999 - 2003
Skills
Bonds, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Equities, Asset Management, Bloomberg, Alternative Investments, Trading, Options, Financial Markets, Commodity, Portfolio Management, Private Equity, Swaps, FX Options, Valuation, Series 7
Education
University of St. Thomas - Opus College of Business 2001 — 2006
MBA, Business Administration
University of St. Thomas 1995 — 1999
BA, Business Administration - Finance
Smith College
JP Morgan September 2012 - Present
TradingScreen August 2011 - August 2012
Knight Capital Group January 2010 - August 2011
Protravel International May 2008 - August 2008
NYFIX May 2007 - August 2007
Rent-A-Coder May 2006 - January 2007
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Science, Computer Science
Balbec Capital LP, an affiliate of Starwood Capital Group May 2010 - Present
Portfolio Recovery Associates May 2009 - April 2010
JP Morgan March 2008 - February 2009
Bear Stearnsnew November 2006 - March 2008
Skills
Portfolio Management, Risk Management, Asset Managment, Banking, Vendor Management, Process Improvement, Due Diligence, Negotiation, New Business Development, Business Strategy, Credit Cards, Chapter 13 Bankruptcy, Bankruptcy, Customer Satisfaction, Asset Management, Credit, Loans, Financial Analysis, Management, Financial Services
Education
Siena College 2002 — 2006
B.S. Economics, Economics
Morgan Stanley 1996 - Present
JP Morgan 1989 - 1996
Irving Trust Company (Bank of New York) 1986 - 1989
Skills
Equities, Investment Banking, Trading Systems, Electronic Trading, Derivatives, Fixed Income, CFDs, Prime Brokerage, Trading, Risk Management, Capital Markets, Equity Derivatives, Hedge Funds, Options, Credit Derivatives, Interest Rate..., Financial Services, Series 7, Structured Products, Securities, Middle Office, FX Options, Financial Markets, Equity Trading, Low Latency, Swaps, Market Data, Reference Data, Bloomberg, Market Risk, Proprietary Trading, Securities Lending, Bonds, Settlement, Market Making, Series 63, Exchange Connectivity, 501c3, Back Office, FINRA
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA
Rutgers, The State University of New Jersey-Newark 1983 — 1986
B.S.
jp morgan April 2006 - May 2009
Regions Bank April 2003 - April 2006
Wachovia Bank 1985 - 2003
Wachovia, A Wells Fargo Company July 1985 - November 2002
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Investment Banking, Banking, Loans, Financial Services, Management, Portfolio Management, Investments, Risk Management, Series 7, Marketing, Credit Risk, Wealth Management, Credit, Financial Analysis, Mergers & Acquisitions, Financial Structuring, Finance, Strategic Financial..., Cash Management, Retail Banking, Treasury Management, Equities, Small Business Lending, Securities, Financial Risk, Asset Management, Corporate Finance, Fixed Income, Valuation, Capital Markets, Underwriting, Due Diligence, Financial Modeling, Series 63, Private Equity, Mortgage Lending
Education
Sewanee-The University of the South 1967 — 1971
Bachelor's, English and History
Robert E. Lee High School
JPMorgan Chase 2011 - Present
Citigroup August 2010 - Present
Citigroup May 2007 - August 2010
JP Morgan Chase December 2006 - May 2007
JP Morgan December 2004 - April 2006
Goldman Sachs January 2003 - December 2004
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
Bacherlors, Business
State of Vermont Department of Tax 2013 - Present
JP Morgan 2010 - 2012
Harvard Management Company 2001 - 2010
Arthur Andersen LLP 1995 - 2001
PwC 1987 - 1995
Skills
Tax, Investments, Due Diligence, Financial Analysis, Hedge Funds, Private Equity, Mutual Funds, Finance, Risk Management
Education
Simmons College - Simmons School of Management
MBA
University of Toronto - University of St. Michael's College
English and Russian Literature
Prudential Insurance Company March 2015 - Present
Aflac - Red Bank, NJ Office October 2014 - June 2015
Newark Public Schools September 2000 - September 2014
JP Morgan 1997 - 2001
Prudential Insurance Company 1993 - 1997
Skills
Teacher Training, Differentiated..., Lesson Planning, Classroom Management, Curriculum Design, K-12, Elementary Education, Classroom, Public Speaking, Smartboard, Special Education, Tutoring, RTI, Grants, Nonprofits, Community Outreach
Education
Rutgers, The State University of New Jersey 2003 — 2005
M.P.A., Educational Policy & Curriculum Development
BTII Institute
Rutgers University-New Brunswick
Bachelor's degree, Science & English
Barclays Investment Bank August 2014 - Present
JP Morgan July 2010 - August 2014
Icon International August 2009 - May 2010
Pfizer May 2008 - August 2008
Skills
Equities, Finance, Capital Markets
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
B.S, Finance, Insurance
Dentsply March 2011 - Present
Brigantine Advisors June 2009 - February 2011
JP Morgan May 2008 - January 2009
Education
Rutgers University-New Brunswick 2000 — 2003
BS, Marketing
JP Morgan October 2006 - Present
Wachovia Securities, LLC August 1998 - September 2006
Bank of Montreal / Harris Bank June 1993 - May 1997
Chicago Board of Trade June 1989 - May 1993
Skills
Corporate Finance, Financial Structuring, Team Leadership, Loans, Capital Markets, Investment Banking, Mergers & Acquisitions, Credit, Relationship Management, Private Equity, Derivatives, LBO, Valuation, Financial Modeling, Financial Analysis, Treasury Management, CPA, Series 24, Series 7, Series 63
Education
University of Notre Dame - Mendoza College of Business 1997 — 1998
MBA, Finance
Saint Bonaventure University 1985 — 1989
BBA, Accounting
Citi September 2014 - Present
JP Morgan May 2010 - September 2014
Citigroup June 2009 - May 2010
Merrill Lynch September 2007 - May 2009
Citigroup September 2000 - September 2007
AT&T January 1999 - September 2000
Skills
Business Analysis, Project Management, Financial Risk, PMP, Credit Risk, Fixed Income, Derivatives, Equities, Prime Brokerage, Trading Systems, Calypso, SDLC, Risk Management, Visio, Swaps, Credit Derivatives, Integration, Requirements Analysis, Analytics, Back Office, Trading, Testing, User Acceptance Testing, Management, Business Requirements, Software Development, Securities, Financial Markets, FX Options, Electronic Trading, Market Data, Financial Services, Commodity, Capital Markets, Reference Data, Settlement, Investment Banking, Hedge Funds, Portfolio Management, Structured Products, Software Project..., Sybase, Options, Market Risk, Interest Rate..., Unix, Banking, Requirements Gathering, Equity Derivatives, CRM
Education
Wake Forest University 1997 — 1998
MS, Computer Science
Salem College
BS, Chemistry/Math
JP Morgan June 2009 - Present
Skills
Investments, Portfolio Management, Mutual Funds, Financial Analysis, Banking, Finance, Strategic Financial..., Leadership, Insurance, Customer Service, Process Improvement, PowerPoint, Microsoft Excel, Accounting, Project Management
Education
Saint Xavier University 2007 — 2009
MBA, Finance and Financial Management Services
University of Illinois at Urbana-Champaign 2001 — 2005
BS, Finance
JPMorgan Chase Bank N.A. September 2014 - Present
JP Morgan March 2007 - September 2014
First Republic Bank 2005 - 2007
Citigroup Private Bank 2004 - 2005
Citigroup Private Bank 2004 - 2005
Education
San Francisco State University
International Business
Brillio May 2015 - Present
Brillio April 2014 - April 2015
Brillio August 2013 - March 2014
JPMorgan Chase February 2012 - August 2013
JP Morgan April 2011 - January 2012
JPMorgan Chase November 2009 - March 2011
Infosys Technologies Ltd May 2007 - October 2009
Skills
Requirements Analysis, Management Consulting, Business Analysis, Communication, Subject Matter Experts, Financial Services, Banking, Collateral Management, Engagement Management, Consultative Selling..., Securities Lending, Triparty Repos, Business Process, SDLC, Management, Pre-sales, Business Process..., Consulting, IT Strategy, Business Transformation, Requirements Gathering, CRM, Strategy
Education
Lal Bahadur Shastri Institute of Management 2005 — 2007
MBA, Finance
Frank Anthony Public School
ISC
Shri Ram College of Commerce
BCom (Hons)
JP Morgan 2010 - Present
Neuberger Berman 2006 - 2010
Fidelity Investments 2003 - 2006
Education
Saint Anselm College 1999 — 2003
BA, Economics
Catholic Memorial High School 1993 — 1999
Real Estate Investor / Advisor January 2008 - Present
JP Morgan November 1998 - December 2007
Education
Saint Peter's University 1966 — 1971
BS, Marketing
BNP Paribas Investment Partners November 2012 - Present
HSBC Securities September 2010 - May 2012
HSBC Securities August 2008 - September 2010
Lazard Asset Management January 2008 - August 2008
JP Morgan January 2006 - December 2007
JP Morgan December 2004 - January 2006
American Express September 2003 - November 2004
American Express September 1999 - August 2001
Skills
Financial Modeling, Equity Research, Valuation, Capital Markets, Asset Managment, Fixed Income, Financial Analysis, Bloomberg, Series 7, Investments, Portfolio Management, Equity Valuation, Credit Derivatives, Series 63, Series 87, Series 86, Bloomberg API, Access, Microsoft Excel, PowerPoint, Pivot Tables, Data Modeling, Data Analysis, Bond Pricing, Bond Markets, Credit Analysis, Writing
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance and Accounting
Rutgers University-New Brunswick 1993 — 1997
BA, Major - Biochemistry, Minor - Economics
Global Tax Network February 2006 - April 2007
JP Morgan January 1996 - September 1997
Coopers & Lybrand September 1994 - December 1995
Coopers & Lybrand September 1990 - April 1994
Coopers & Lybrand September 1987 - August 1990
Skills
Tax, Auditing, Payroll, International Tax, Assurance, Agile Methodologies, Expatriate Management, Income Tax, Tax Accounting, Accounting
Education
San Jose State University 2011 — 2013
MS Taxation
The University of British Columbia 1981 — 1987
Bachelor of Commerce, Accounting and Management Information System
JP Morgan 2006 - 2008
JP Morgan Securities, Inc. 2000 - 2006
The Chase Manhattan Bank 1986 - 1999
Bank of Montreal 1984 - 1986
America's Society (Center for Inter-American Relations) 1980 - 1982
Skills
Capital Markets, Leveraged Finance, Hedge Funds, Structured Finance, Private Equity, Investment Banking, Corporate Finance, Equities, Finance, Valuation, Financial Structuring, Portfolio Management, Fixed Income
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1984
MBA, International Finance
University of Massachusetts Boston 1976 — 1980
BA, Liberal Arts
Fiserv June 2011 - Present
JP Morgan September 1999 - February 2001
JP Morgan Chase 1997 - 1999
JP Morgan Chase 1994 - 1997
JP Morgan Chase 1989 - 1994
Skills
Investments, Management, Strategic Planning, Portfolio Management, Banking, Process Improvement, Strategy, Asset Managment, Sales, Program Management, Capital Markets, Negotiation
Education
Rutgers University-New Brunswick 1984 — 1988
Bachelors of Arts, Economics / Finance
JP Morgan 2010 - Present
NYK Logistics 2004 - 2010
Time Inc. 2006 - 2007
Societe Generale 1999 - 1999
Societe Generale 1999 - 1999
Merrill Lynch 1997 - 1998
Skills
Unix, Disaster Recovery, Enterprise Architecture, SDLC, IT Strategy, Servers, Vendor Management, Virtualization, Integration, Solaris, Linux, AIX, data migration
Education
Rutgers University-New Brunswick
New York Stock Exchange January 2015 - Present
Dealogic May 2006 - December 2014
Dealogic August 2001 - May 2006
CommScan June 2000 - August 2001
JP Morgan July 1997 - February 1998
Skills
ITIL, Business Intelligence, Team Management, Vendor Management, Solaris, Requirements Analysis, Integration, Disaster Recovery, Data Center, IT Management, Windows, VMware, Microsoft SQL Server, Windows Server, Enterprise Architecture, Citrix, SDLC, IT Service Management, IT Strategy, SharePoint, Cloud Computing, Virtualization, Information Technology, Software Development, Troubleshooting, Databases, Active Directory, IT Operations, Business Analysis, IIS, Solution Architecture, SQL, Software Project...
Education
The George Washington University 1998 — 2000
MA, International Banking and Finance
Shanghai International Studies University 1994 — 1998
Bachelor, English and International Finance
JP Morgan 2010 - Present
Morgan Stanley 2007 - 2010
Oracle Corporation 2005 - 2006
Skills
Emerging Markets, Indices, Fixed Income, Risk Management, Derivatives, Capital Markets, Portfolio Management, Financial Modeling, Bloomberg, VBA, SQL, Matlab
Education
Columbia University 2006 — 2007
Master of Science
Shanghai Jiao Tong University 2001 — 2005
Bachelor of Science
Prudential Investments June 2007 - Present
Landmark Education February 2005 - April 2007
Organize U February 2004 - February 2005
Debevoise & Plimpton LLP June 2003 - February 2004
Vintage Filings February 2003 - June 2003
Goldman Sachs May 2002 - January 2003
Citigroup Asset Management September 2000 - April 2002
J.P Morgan May 2000 - September 2000
Cleary, Gottleib, Steen & Hamilton June 1998 - April 2000
Skills
Mutual Funds, Securities, Capital Markets, Corporate Finance, Mergers, Banking, Equities, Private Equity, Risk Management, Investments, Alternative Investments
Education
Rutgers University 2012 — 2015
Master of Business Administration (M.B.A.)
Wesleyan University 1994 — 1998
Bachelor of Arts
BNP Paribas 2012 - Present
JP Morgan February 2009 - March 2011
JP Morgan February 2007 - January 2009
JP Morgan April 2005 - January 2007
Merrill Lynch June 2004 - April 2005
Morgan Stanley January 2001 - May 2004
Morgan Stanley September 1999 - December 2000
Paine Webber January 1999 - August 1999
Paine Webber January 1998 - December 1998
Paine Webber February 1995 - December 1997
Education
Rutgers University-New Brunswick 1990 — 1994
Bachelor of Arts, Economics
JP Morgan 1983 - 2003
Skills
Vendor Management, Business Analysis
Education
NYU Stern School of Business
MS, Quantitative Analysis
Scripps College 1965 — 1969
BA, Art
Lafayette School District August 2006 - June 2013
JP Morgan 1996 - 1999
Putnam Investments 1992 - 1996
Education
St. Mary's College of California 2013 — 2014
University of Oxford 1982 — 1986
Master of Arts (M.A.), Classics and Modern Languages