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
Employee
Years
Job
Industry
Austin Hymes Austin Hymes's J.P. Morgan Experience May 2013 - August 2013
Job Advisory Associate at PwC
Industry Management Consulting
Experience
PwC June 2014 - August 2014
J.P. Morgan May 2013 - August 2013
Brigos Capital Management January 2013 - May 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Global Friendship Through Space Education July 2009 - March 2011
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Magna Cum Laude
PwC June 2014 - August 2014
J.P. Morgan May 2013 - August 2013
Brigos Capital Management January 2013 - May 2013
Morgan Stanley Wealth Management May 2012 - August 2012
Global Friendship Through Space Education July 2009 - March 2011
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration, Magna Cum Laude
Khalil Cumberlander Khalil Cumberlander's J.P. Morgan Experience April 2012 - July 2012
Job Asset Management Specialist
Industry Capital Markets
Experience
Best Private Bank (by EuroMoney 2015) February 2014 - Present
Planet5ive July 2010 - November 2014
Nordstrom January 2014 - May 2014
Verizon Wireless September 2013 - November 2013
Residential Finance May 2013 - July 2013
CenterEd Tutoring August 2012 - February 2013
J.P. Morgan April 2012 - July 2012
The Leukemia & Lymphoma Society 2012 - 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Ohio Summer Food Svc. Program May 2009 - August 2010
Skills
Marketing Strategy, Social Media Marketing, Digital Marketing, Product Launch, Product Development, Investments, Personal Finance, Corporate Finance, Employer Branding, Brand Awareness, Brand Management, Advertising, Customer Service, Event Planning, Management, Marketing, Social Media, Sales, Analytics, Recruiting, Lead Generation, Analysis, Social Networking, Market Research, Small Business, Entrepreneurship, Marketing Communications, Facebook, Online Advertising, Direct Marketing, Brand Development, Business Strategy
Education
The Ohio State University 2010 — 2013
Bachelor of Science, Economics; Marketing
Bowling Green State University 2008 — 2010
Computer Science
Best Private Bank (by EuroMoney 2015) February 2014 - Present
Planet5ive July 2010 - November 2014
Nordstrom January 2014 - May 2014
Verizon Wireless September 2013 - November 2013
Residential Finance May 2013 - July 2013
CenterEd Tutoring August 2012 - February 2013
J.P. Morgan April 2012 - July 2012
The Leukemia & Lymphoma Society 2012 - 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Ohio Summer Food Svc. Program May 2009 - August 2010
Skills
Marketing Strategy, Social Media Marketing, Digital Marketing, Product Launch, Product Development, Investments, Personal Finance, Corporate Finance, Employer Branding, Brand Awareness, Brand Management, Advertising, Customer Service, Event Planning, Management, Marketing, Social Media, Sales, Analytics, Recruiting, Lead Generation, Analysis, Social Networking, Market Research, Small Business, Entrepreneurship, Marketing Communications, Facebook, Online Advertising, Direct Marketing, Brand Development, Business Strategy
Education
The Ohio State University 2010 — 2013
Bachelor of Science, Economics; Marketing
Bowling Green State University 2008 — 2010
Computer Science
Suchit Vyas's J.P. Morgan Experience January 2011 - December 2011
Job Team Centered, Broad Minded, Eclectic, Results Oriented, & An Enthusiastic Seeking Opportunities for Career Growth
Industry Financial Services
Experience
Fifth Third Bank December 2014 - August 2015
Fifth Third Bank October 2012 - December 2014
J.P. Morgan January 2011 - December 2011
Chase January 2010 - January 2011
Ernst & Young LLP January 2009 - March 2009
Warner Bros. 2005 - 2005
Skills
Sales, Management, Inventory Management, Leadership, Customer Support, Microsoft Office Xp, Financial Analysis, Accounting, Finance, Tax, Private Equity, Financial Reporting, Fund Accounting, Financial Accounting, Account Reconciliation, Fund Of Funds, Team Building, Retail Banking, Investments, Banking, Financial Services, Loans, Financial Risk, Relationship Management, Microsoft Office
Education
The Ohio State University 2005 — 2009
BSBA, Accounting
Bowling Green State University 2004 — 2005
Business Administration and Management, General
Fifth Third Bank December 2014 - August 2015
Fifth Third Bank October 2012 - December 2014
J.P. Morgan January 2011 - December 2011
Chase January 2010 - January 2011
Ernst & Young LLP January 2009 - March 2009
Warner Bros. 2005 - 2005
Skills
Sales, Management, Inventory Management, Leadership, Customer Support, Microsoft Office Xp, Financial Analysis, Accounting, Finance, Tax, Private Equity, Financial Reporting, Fund Accounting, Financial Accounting, Account Reconciliation, Fund Of Funds, Team Building, Retail Banking, Investments, Banking, Financial Services, Loans, Financial Risk, Relationship Management, Microsoft Office
Education
The Ohio State University 2005 — 2009
BSBA, Accounting
Bowling Green State University 2004 — 2005
Business Administration and Management, General
Scott Peterson, CFA Scott Peterson, CFA's J.P. Morgan Experience 2012 - 2014
Job Senior Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2014 - Present
J.P. Morgan 2012 - 2014
GE Capital Corporation 2004 - 2012
Bank of America / FleetBoston 1995 - 2004
Skills
Wealth Management, Asset Management, Estate Planning, Private Banking, Risk Management, Capital Markets, Portfolio Management
Education
Boston University Questrom School of Business
MBA, Finance
Tufts University
BA, Economics
BNY Mellon 2014 - Present
J.P. Morgan 2012 - 2014
GE Capital Corporation 2004 - 2012
Bank of America / FleetBoston 1995 - 2004
Skills
Wealth Management, Asset Management, Estate Planning, Private Banking, Risk Management, Capital Markets, Portfolio Management
Education
Boston University Questrom School of Business
MBA, Finance
Tufts University
BA, Economics
James Potts's J.P. Morgan Experience March 2012 - Present
Job Operations Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan March 2012 - Present
Yacht Club of Stone Harbor June 2009 - November 2012
Boston University November 2008 - December 2010
Boston University September 2010 - November 2010
EMC June 2010 - August 2010
Oceanside Seafood June 2007 - August 2009
Woodbury Heights Athletic Association 2004 - 2006
Education
Boston University - School of Management 2007 — 2011
BSBA, Finance and Operations Management
J.P. Morgan March 2012 - Present
Yacht Club of Stone Harbor June 2009 - November 2012
Boston University November 2008 - December 2010
Boston University September 2010 - November 2010
EMC June 2010 - August 2010
Oceanside Seafood June 2007 - August 2009
Woodbury Heights Athletic Association 2004 - 2006
Education
Boston University - School of Management 2007 — 2011
BSBA, Finance and Operations Management
Sangeeta Chhugani Sangeeta Chhugani's J.P. Morgan Experience 1996 - 1999
Job Senior Finance Professional/Health Practitioner
Industry Telecommunications
Experience
HealthySteps4U - CEO/Founder 2010 - Present
CIGNA 2011 - 2013
CIGNA 2007 - 2010
CIGNA 2001 - 2006
Summit Partners 2000 - 2001
J.P. Morgan 1996 - 1999
Skills
Analysis, Training, Management, Budgets, Finance, Wellness Coaching, Public Speaking, Project Management, Holistic Health, Business Strategy, Strategy, Leadership Development, Leadership, Nutrition, Nutritional Counseling, Wellness
Education
Boston University Graduate School of Management
Master of Science (MS), Investment Management
Institute of Integrative Nutrition
Board Certified Holistic Health Practitioner
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
HealthySteps4U - CEO/Founder 2010 - Present
CIGNA 2011 - 2013
CIGNA 2007 - 2010
CIGNA 2001 - 2006
Summit Partners 2000 - 2001
J.P. Morgan 1996 - 1999
Skills
Analysis, Training, Management, Budgets, Finance, Wellness Coaching, Public Speaking, Project Management, Holistic Health, Business Strategy, Strategy, Leadership Development, Leadership, Nutrition, Nutritional Counseling, Wellness
Education
Boston University Graduate School of Management
Master of Science (MS), Investment Management
Institute of Integrative Nutrition
Board Certified Holistic Health Practitioner
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Victoria North's J.P. Morgan Experience March 2015 - Present
Job Commercial Banking Legal Regulatory at J.P. Morgan
Industry Legal Services
Experience
J.P. Morgan March 2015 - Present
Davis Polk & Wardwell LLP December 2013 - February 2015
Payton's Solicitors September 2012 - December 2012
Payton's Solicitors June 2012 - September 2012
5KBW August 2012 - August 2012
EA Kelley August 2011 - September 2011
Skills
ADR Group Accredited..., Legal Research, Litigation, Legal Writing
Education
London School of Economics and Political Science 2008 — 2011
International Relations, 2.1
BPP Law School 2011 — 2012
GDL, 2.1
BPP Law School 2012 — 2013
LPC
J.P. Morgan March 2015 - Present
Davis Polk & Wardwell LLP December 2013 - February 2015
Payton's Solicitors September 2012 - December 2012
Payton's Solicitors June 2012 - September 2012
5KBW August 2012 - August 2012
EA Kelley August 2011 - September 2011
Skills
ADR Group Accredited..., Legal Research, Litigation, Legal Writing
Education
London School of Economics and Political Science 2008 — 2011
International Relations, 2.1
BPP Law School 2011 — 2012
GDL, 2.1
BPP Law School 2012 — 2013
LPC
Arthur Sido Arthur Sido's J.P. Morgan Experience February 2005 - June 2006
Job Team Leader, Meijer
Industry Retail
Experience
Meijer October 2014 - Present
Lincoln Financial Group November 2010 - February 2014
PensionTrend Investment Advisors November 2008 - November 2010
Fifth Third Bank June 2006 - November 2008
J.P. Morgan February 2005 - June 2006
Provident Bank November 2002 - November 2004
Fidelity Investments January 2001 - October 2002
Skills
Banking, Administration, Investments, Retirement Planning, Series 63, Investment Advisory, 401k, ERISA, Employee Benefits, Retirement Plan..., Relationship Management, Securities, Financial Services, Series 6, Leadership, Asset Managment, Mutual Funds, Management, Pensions, Customer Service, Training
Education
Ivy Tech Community College 2014 — 2014
Technical Certificate, Estimated Completion December 2014, Technical Certificate in Manufacturing, Production and Operations
Bowling Green State University 1991 — 1995
B.A, Political Science, Minor in History
Meijer October 2014 - Present
Lincoln Financial Group November 2010 - February 2014
PensionTrend Investment Advisors November 2008 - November 2010
Fifth Third Bank June 2006 - November 2008
J.P. Morgan February 2005 - June 2006
Provident Bank November 2002 - November 2004
Fidelity Investments January 2001 - October 2002
Skills
Banking, Administration, Investments, Retirement Planning, Series 63, Investment Advisory, 401k, ERISA, Employee Benefits, Retirement Plan..., Relationship Management, Securities, Financial Services, Series 6, Leadership, Asset Managment, Mutual Funds, Management, Pensions, Customer Service, Training
Education
Ivy Tech Community College 2014 — 2014
Technical Certificate, Estimated Completion December 2014, Technical Certificate in Manufacturing, Production and Operations
Bowling Green State University 1991 — 1995
B.A, Political Science, Minor in History
Erin Nguyen's J.P. Morgan Experience April 2015 - Present
Job Product Support Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2015 - Present
JPMorgan Chase December 2011 - Present
JP Morgan Chase November 2009 - February 2012
JPMorgan Chase October 2008 - November 2009
JPMorgan Chase February 2007 - October 2008
Target October 2001 - December 2007
Skills
Leadership, Customer Service, Banking, Credit, Training, Credit Cards, Financial Services, Process Improvement, Social Media, Relationship Management, Vendor Management, Fraud, Policy, Retail Banking, Risk Management, Crisis Communications, Payments, Management, Strategy, Call Centers
Education
Bowling Green State University 2005 — 2007
Bachelor of Artss, Communication
Bowling Green State University
Bachelor of Communication, Communication and Media Studies
J.P. Morgan April 2015 - Present
JPMorgan Chase December 2011 - Present
JP Morgan Chase November 2009 - February 2012
JPMorgan Chase October 2008 - November 2009
JPMorgan Chase February 2007 - October 2008
Target October 2001 - December 2007
Skills
Leadership, Customer Service, Banking, Credit, Training, Credit Cards, Financial Services, Process Improvement, Social Media, Relationship Management, Vendor Management, Fraud, Policy, Retail Banking, Risk Management, Crisis Communications, Payments, Management, Strategy, Call Centers
Education
Bowling Green State University 2005 — 2007
Bachelor of Artss, Communication
Bowling Green State University
Bachelor of Communication, Communication and Media Studies
Ryan O'Connell's J.P. Morgan Experience September 2014 - Present
Job Associate at J.P. Morgan
Industry
Experience
J.P. Morgan September 2014 - Present
HFP Capital Markets LLC June 2012 - September 2013
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.), Government & Legal Studies, International Relations
St. John's Prep
J.P. Morgan September 2014 - Present
HFP Capital Markets LLC June 2012 - September 2013
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.), Government & Legal Studies, International Relations
St. John's Prep
Matthew Bazard's J.P. Morgan Experience July 2015 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
Credit Suisse July 2014 - June 2015
Credit Suisse July 2011 - June 2014
Boston University Questrom School of Business December 2010 - May 2011
Cole Haan January 2007 - March 2011
The PrinceRidge Group May 2010 - August 2010
Capstone Partners January 2010 - April 2010
Manhattan GMAT August 2009 - December 2009
Knob Hill Partners May 2009 - December 2009
Sothebys June 2009 - August 2009
Skills
Corporate Finance, Mergers, Equities, Valuation, Investment Banking, Financial Modeling, Finance, Mergers & Acquisitions, Investment Management, Leveraged Finance, Private Equity, Bloomberg, Due Diligence
Education
Boston University Questrom School of Business 2007 — 2011
Business Administration, Finance, Minor: History
J.P. Morgan July 2015 - Present
Credit Suisse July 2014 - June 2015
Credit Suisse July 2011 - June 2014
Boston University Questrom School of Business December 2010 - May 2011
Cole Haan January 2007 - March 2011
The PrinceRidge Group May 2010 - August 2010
Capstone Partners January 2010 - April 2010
Manhattan GMAT August 2009 - December 2009
Knob Hill Partners May 2009 - December 2009
Sothebys June 2009 - August 2009
Skills
Corporate Finance, Mergers, Equities, Valuation, Investment Banking, Financial Modeling, Finance, Mergers & Acquisitions, Investment Management, Leveraged Finance, Private Equity, Bloomberg, Due Diligence
Education
Boston University Questrom School of Business 2007 — 2011
Business Administration, Finance, Minor: History
Kobenan Dassie Kobenan Dassie's J.P. Morgan Experience June 2013 - Present
Job Attended Howard University
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
SATIG LLC January 2013 - March 2013
J.P. Morgan June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Skills
Financial Modeling
Education
Howard University 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Bowie State University 2008 — 2010
J.P. Morgan June 2013 - Present
SATIG LLC January 2013 - March 2013
J.P. Morgan June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Skills
Financial Modeling
Education
Howard University 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Bowie State University 2008 — 2010
Joseph F. Abruzzo, Jr. Joseph F. Abruzzo, Jr.'s J.P. Morgan Experience September 1988 - October 2014
Job Executive Vice President & Head of U.S. Large Corporate Banking
Industry Banking
Experience
HSBC Bank USA, N.A. October 2014 - Present
BritishAmerican Business January 2013 - Present
USO of Metropolitan New York June 2005 - Present
J.P. Morgan September 1988 - October 2014
European American Bank June 1985 - September 1988
Skills
Investment Banking, Capital Markets, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Series 7, Asset Management, Loans, Banking, Credit Analysis, Sales Management, Commercial Banking, Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance, General
Boston University - School of Management
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems
Chaminade High School
HSBC Bank USA, N.A. October 2014 - Present
BritishAmerican Business January 2013 - Present
USO of Metropolitan New York June 2005 - Present
J.P. Morgan September 1988 - October 2014
European American Bank June 1985 - September 1988
Skills
Investment Banking, Capital Markets, Portfolio Management, Investments, Financial Analysis, Corporate Finance, Series 7, Asset Management, Loans, Banking, Credit Analysis, Sales Management, Commercial Banking, Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance, General
Boston University - School of Management
Bachelor of Business Administration (B.B.A.), Finance and Management Information Systems
Chaminade High School
Natalie Genovesi-Martello's J.P. Morgan Experience December 2014 - Present
Job Vice President at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
Skyliners Synchronized Skating Team May 2007 - Present
Barclays February 2013 - December 2014
Barclays February 2010 - February 2013
Lehman Brothers / Barclays April 2008 - February 2010
Lehman Brothers August 2006 - April 2008
Skills
Banking, Investment Banking
Education
Boston University - School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
J.P. Morgan December 2014 - Present
Skyliners Synchronized Skating Team May 2007 - Present
Barclays February 2013 - December 2014
Barclays February 2010 - February 2013
Lehman Brothers / Barclays April 2008 - February 2010
Lehman Brothers August 2006 - April 2008
Skills
Banking, Investment Banking
Education
Boston University - School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Veron Wong's J.P. Morgan Experience June 2013 - August 2013
Job Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Liberty Mutual Insurance May 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Bright Energy Services May 2012 - August 2012
Education
Boston University - School of Management 2011 — 2014
Bachelor of Science, Finance, General
Brooklyn Technical High School 2007 — 2011
Law & Society
Wells Fargo January 2015 - Present
Liberty Mutual Insurance May 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Bright Energy Services May 2012 - August 2012
Education
Boston University - School of Management 2011 — 2014
Bachelor of Science, Finance, General
Brooklyn Technical High School 2007 — 2011
Law & Society
Eric Yiren Cheng Eric Yiren Cheng's J.P. Morgan Experience October 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Stone Street Advisors LLC July 2014 - October 2014
Inverter Solar August 2012 - December 2012
Mildura Rural City Council December 2011 - March 2012
China Value June 2011 - July 2011
Tri-Tech Holding Inc November 2009 - March 2010
Skills
Corporate Finance, Finance, Security Analysis, Financial Analysis, Teamwork, Valuation, Asset Management, Equity Research, Portfolio Management, Economics, Quantitative Analytics, Microsoft Office, Statistics, Derivatives, Fixed Income, Market Research, Financial Accounting, Accounting, Investments, Bloomberg, Financial Modeling, Microsoft Excel, PowerPoint, Equities, Data Analysis
Education
Brandeis University 2013 — 2014
Master of Science (MS), Finance, 3.65
University of New South Wales 2009 — 2012
Bachelor of Engineering (B.E.), Photovoltaics and Solar Energy
Trinity Grammar School 2006 — 2008
Higher School Certificate, Mathematics
J.P. Morgan October 2014 - Present
Stone Street Advisors LLC July 2014 - October 2014
Inverter Solar August 2012 - December 2012
Mildura Rural City Council December 2011 - March 2012
China Value June 2011 - July 2011
Tri-Tech Holding Inc November 2009 - March 2010
Skills
Corporate Finance, Finance, Security Analysis, Financial Analysis, Teamwork, Valuation, Asset Management, Equity Research, Portfolio Management, Economics, Quantitative Analytics, Microsoft Office, Statistics, Derivatives, Fixed Income, Market Research, Financial Accounting, Accounting, Investments, Bloomberg, Financial Modeling, Microsoft Excel, PowerPoint, Equities, Data Analysis
Education
Brandeis University 2013 — 2014
Master of Science (MS), Finance, 3.65
University of New South Wales 2009 — 2012
Bachelor of Engineering (B.E.), Photovoltaics and Solar Energy
Trinity Grammar School 2006 — 2008
Higher School Certificate, Mathematics
Emily Gibbons Emily Gibbons's J.P. Morgan Experience August 2007 - Present
Job Vice President at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan August 2007 - Present
Skills
Excel, Microsoft Office, Marketing Strategy, Problem Solving, Marketing Communications, Management, Strategic Planning, Microsoft Excel
Education
Bowling Green State University 1998 — 2002
Bachelor of Applied Science (BASc), Business Administration
J.P. Morgan August 2007 - Present
Skills
Excel, Microsoft Office, Marketing Strategy, Problem Solving, Marketing Communications, Management, Strategic Planning, Microsoft Excel
Education
Bowling Green State University 1998 — 2002
Bachelor of Applied Science (BASc), Business Administration
Chih-Yi Kao's J.P. Morgan Experience June 2011 - August 2011
Job Student at Boston University
Industry Financial Services
Experience
J.P. Morgan June 2011 - August 2011
Progressive Asset Management, Inc. October 2010 - December 2010
J.P. Morgan July 2010 - August 2010
Deloitte July 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Software, Reuters, Telekurs
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Boston University Questrom School of Business
Bachelor of Science, Business Administration; Finance and Accounting
J.P. Morgan June 2011 - August 2011
Progressive Asset Management, Inc. October 2010 - December 2010
J.P. Morgan July 2010 - August 2010
Deloitte July 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Software, Reuters, Telekurs
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Boston University Questrom School of Business
Bachelor of Science, Business Administration; Finance and Accounting
John P Joseph's J.P. Morgan Experience July 2012 - August 2012
Job Student
Industry Financial Services
Experience
J.P. Morgan July 2012 - August 2012
Education
Boston University - School of Management 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Concentrations in Accounting and Finance
Floral Park Memorial HS 2006 — 2012
Advanced Regents Diploma
J.P. Morgan July 2012 - August 2012
Education
Boston University - School of Management 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Concentrations in Accounting and Finance
Floral Park Memorial HS 2006 — 2012
Advanced Regents Diploma
Alyson Bivens Alyson Bivens's J.P. Morgan Experience February 2014 - Present
Job Compliance Officer at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
JPMorgan Chase October 2007 - February 2014
JPMorgan Chase & Co. August 2005 - October 2007
Bank One January 2004 - August 2005
Skills
Banking, Anti Money Laundering
Education
Bradford School 2000 — 2001
Travel Hospitality Managment, Tourism and Travel Services Management
Northridge High School 1996 — 2000
High School Diploma, College Prep
J.P. Morgan February 2014 - Present
JPMorgan Chase October 2007 - February 2014
JPMorgan Chase & Co. August 2005 - October 2007
Bank One January 2004 - August 2005
Skills
Banking, Anti Money Laundering
Education
Bradford School 2000 — 2001
Travel Hospitality Managment, Tourism and Travel Services Management
Northridge High School 1996 — 2000
High School Diploma, College Prep
Adam Hickey Adam Hickey's J.P. Morgan Experience October 2007 - August 2009
Job Private Client Specialist
Industry Financial Services
Experience
JPMorgan Chase - Chase Wealth Management June 2012 - Present
Northern Trust August 2009 - June 2012
J.P. Morgan October 2007 - August 2009
Smith Barney January 2006 - August 2006
Education
Bowling Green State University 2002 — 2007
BSBA, Finance
Bexley High School 1999 — 2002
JPMorgan Chase - Chase Wealth Management June 2012 - Present
Northern Trust August 2009 - June 2012
J.P. Morgan October 2007 - August 2009
Smith Barney January 2006 - August 2006
Education
Bowling Green State University 2002 — 2007
BSBA, Finance
Bexley High School 1999 — 2002
Shiela Murali's J.P. Morgan Experience February 2011 - April 2011
Job Senior Associate Valuation Services at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2012 - Present
Boston University September 2009 - May 2012
TD Bank, NA June 2011 - August 2011
J.P. Morgan February 2011 - April 2011
CrazyKids Boston June 2010 - September 2010
Education
Boston University - School of Management 2008 — 2012
BS Business Administration, Finance, Marketing, Minor in Economics
Duff & Phelps July 2012 - Present
Boston University September 2009 - May 2012
TD Bank, NA June 2011 - August 2011
J.P. Morgan February 2011 - April 2011
CrazyKids Boston June 2010 - September 2010
Education
Boston University - School of Management 2008 — 2012
BS Business Administration, Finance, Marketing, Minor in Economics
Naiya Khushalani Naiya Khushalani's J.P. Morgan Experience September 2013 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Brandeis University August 2012 - May 2013
Global Markets Investment Club January 2012 - May 2013
Clever Devices June 2012 - August 2012
Information Providers, Inc. July 2010 - April 2011
Wartburg College (Pathways Academic and Career Services) September 2009 - May 2010
Wartburg College (International Admissions Office) September 2009 - May 2010
Wartburg College (Residential Life) September 2008 - May 2010
Self-help international January 2010 - April 2010
Wartburg College (Study Abroad Programs Office) September 2006 - December 2009
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Mac OS X, Windows, Fluent English, Fluent Hindi, Basic Bengali and..., Equity Valuation, Business Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Financial Reporting, Valuation, Microsoft Word, Capital IQ, ThomsonOne, Stata, PowerPoint, Financial Accounting, Cost Accounting, Analysis, Econometrics, Economics, Competitive Analysis, Bloomberg Terminal, Finance, Risk Management, Leadership, Bloomberg, Equity Research, Management, Portfolio Management, Investments, Quantitative Analytics, Statistics
Education
Brandeis International Business School 2011 — 2013
MA, International Economics and Finance
Wartburg College 2006 — 2010
BA, Economics, Business Administration
Calcutta International School Society 2004 — 2006
'O' Levels and 'A' Levels, Economics, Accounting, Business Studies, Applied Mathematics
J.P. Morgan September 2013 - Present
Brandeis University August 2012 - May 2013
Global Markets Investment Club January 2012 - May 2013
Clever Devices June 2012 - August 2012
Information Providers, Inc. July 2010 - April 2011
Wartburg College (Pathways Academic and Career Services) September 2009 - May 2010
Wartburg College (International Admissions Office) September 2009 - May 2010
Wartburg College (Residential Life) September 2008 - May 2010
Self-help international January 2010 - April 2010
Wartburg College (Study Abroad Programs Office) September 2006 - December 2009
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Mac OS X, Windows, Fluent English, Fluent Hindi, Basic Bengali and..., Equity Valuation, Business Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Financial Reporting, Valuation, Microsoft Word, Capital IQ, ThomsonOne, Stata, PowerPoint, Financial Accounting, Cost Accounting, Analysis, Econometrics, Economics, Competitive Analysis, Bloomberg Terminal, Finance, Risk Management, Leadership, Bloomberg, Equity Research, Management, Portfolio Management, Investments, Quantitative Analytics, Statistics
Education
Brandeis International Business School 2011 — 2013
MA, International Economics and Finance
Wartburg College 2006 — 2010
BA, Economics, Business Administration
Calcutta International School Society 2004 — 2006
'O' Levels and 'A' Levels, Economics, Accounting, Business Studies, Applied Mathematics
Susan Bellerose Susan Bellerose's J.P. Morgan Experience 1987 - 1990
Job ESL Tutor Adults
Industry Investment Management
Experience
City of Newton, MA 2013 - Present
Granahan Investment Management, Inc. 1997 - 2006
Reservoir Capital Management 1996 - 1997
Baring Asset Management 1990 - 1996
J.P. Morgan 1987 - 1990
Cambridge Associates 1984 - 1986
Boston University Development Office 1981 - 1984
Skills
Equities, Valuation, Investments, Portfolio Management, Investment Management, Fixed Income, Mutual Funds, Finance, Corporate Finance, Mergers & Acquisitions, Bonds, Financial Modeling, Mergers, Research
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Mount Holyoke College 1977 — 1981
BA, English
Bowdoin College 1979 — 1980
City of Newton, MA 2013 - Present
Granahan Investment Management, Inc. 1997 - 2006
Reservoir Capital Management 1996 - 1997
Baring Asset Management 1990 - 1996
J.P. Morgan 1987 - 1990
Cambridge Associates 1984 - 1986
Boston University Development Office 1981 - 1984
Skills
Equities, Valuation, Investments, Portfolio Management, Investment Management, Fixed Income, Mutual Funds, Finance, Corporate Finance, Mergers & Acquisitions, Bonds, Financial Modeling, Mergers, Research
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Mount Holyoke College 1977 — 1981
BA, English
Bowdoin College 1979 — 1980
Michael Anwarzadeh's J.P. Morgan Experience March 2013 - April 2014
Job Foreign Exchange Product Control Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
J.P. Morgan March 2013 - April 2014
Merchandise Connection May 2011 - December 2012
JPMorgan Chase February 2011 - April 2011
Jamieson Louttit & Associates June 2010 - August 2010
Bacchus Associates May 2010 - June 2010
Skills
Microsoft Excel, Finance, PowerPoint, Corporate Finance, Financial Statement..., Valuation, Microsoft Office, Dreamweaver, Bloomberg, Google Analytics, Adobe Creative Suite, Social Media, Thomson Research, Accounting
Education
Boston University - School of Management 2008 — 2012
Finance And Accounting
JPMorgan Chase April 2014 - Present
J.P. Morgan March 2013 - April 2014
Merchandise Connection May 2011 - December 2012
JPMorgan Chase February 2011 - April 2011
Jamieson Louttit & Associates June 2010 - August 2010
Bacchus Associates May 2010 - June 2010
Skills
Microsoft Excel, Finance, PowerPoint, Corporate Finance, Financial Statement..., Valuation, Microsoft Office, Dreamweaver, Bloomberg, Google Analytics, Adobe Creative Suite, Social Media, Thomson Research, Accounting
Education
Boston University - School of Management 2008 — 2012
Finance And Accounting
Anita Kramer Anita Kramer's J.P. Morgan Experience 1998 - 2004
Job BP Global Oil Integrated Supply & Trading | Energy | Financial Services
Industry Oil & Energy
Experience
BP 2011 - Present
J.P. Morgan 1998 - 2004
Banc One Capital Markets, Inc. 1997 - 1998
First Chicago Capital Markets 1994 - 1997
First National Bank of Chicago 1992 - 1994
Education
Boston University Graduate School of Management
M.B.A., Finance
University of Pennsylvania
B.A., English
BP 2011 - Present
J.P. Morgan 1998 - 2004
Banc One Capital Markets, Inc. 1997 - 1998
First Chicago Capital Markets 1994 - 1997
First National Bank of Chicago 1992 - 1994
Education
Boston University Graduate School of Management
M.B.A., Finance
University of Pennsylvania
B.A., English
René D. Sánchez Flores René D. Sánchez Flores's J.P. Morgan Experience June 2015 - Present
Job Financial Analyst at J.P. Morgan I Multilingual Professional with International Experience
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Brandeis University International Business School January 2015 - May 2015
EMC Corporation June 2014 - August 2014
Brandeis University International Business School May 2014 - August 2014
Citi January 2013 - April 2013
The Dow Chemical Company August 2011 - September 2012
Skills
International Corporate..., Financial Modeling, Accounting, Communication Skills, Multilingual..., Emerging Markets, Information Technology, Business Analysis, Corporate Finance, Teamwork, Microsoft Excel, PowerPoint, Investments, Communication, Analysis, Leadership, Financial Analysis, Microsoft Office, Microsoft Word, Finance, Spanish
Education
Brandeis International Business School 2013 — 2015
Master of Arts (M.A.), Internartional Economics and Finance - Specialization in International Corporate Finance
Universidad La Salle, A.C. 2009 — 2013
Bachelor of Arts (B.A.), Accounting / Pre-specialization in Consulting, 3.88
J.P. Morgan June 2015 - Present
Brandeis University International Business School January 2015 - May 2015
EMC Corporation June 2014 - August 2014
Brandeis University International Business School May 2014 - August 2014
Citi January 2013 - April 2013
The Dow Chemical Company August 2011 - September 2012
Skills
International Corporate..., Financial Modeling, Accounting, Communication Skills, Multilingual..., Emerging Markets, Information Technology, Business Analysis, Corporate Finance, Teamwork, Microsoft Excel, PowerPoint, Investments, Communication, Analysis, Leadership, Financial Analysis, Microsoft Office, Microsoft Word, Finance, Spanish
Education
Brandeis International Business School 2013 — 2015
Master of Arts (M.A.), Internartional Economics and Finance - Specialization in International Corporate Finance
Universidad La Salle, A.C. 2009 — 2013
Bachelor of Arts (B.A.), Accounting / Pre-specialization in Consulting, 3.88
Ebenezer Amoh Ebenezer Amoh's J.P. Morgan Experience June 2009 - August 2009
Job Associate at Credit Suisse
Industry Investment Banking
Experience
PwC September 2013 - February 2015
Brandeis University September 2011 - May 2013
PwC June 2012 - August 2012
Bobbie Carlton PR and Marketing January 2012 - May 2012
Oberlin College September 2008 - May 2011
ACCION Texas January 2011 - January 2011
Oberlin Research Group February 2010 - May 2010
J.P. Morgan June 2009 - August 2009
Oberlin Students Finance and Investment Club September 2008 - May 2009
Oberlin African Students Association September 2008 - May 2009
Skills
Stata, Bloomberg, Capital IQ, Financial Modeling, Microsoft Excel, Strategy, Analysis, Thomson One, JMP, VBA, Java, Economics, Quantitative Analytics, Portfolio Management, Data Analysis, SPSS, Valuation, Econometrics, Statistics, Research, Business Strategy, Mergers, Mergers & Acquisitions
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
M.A., International Economics and Finance
Oberlin College 2007 — 2011
BA, Economics
Centre Parisien d'Etudes Critiques 2009 — 2009
French Language, French Studies, Film Studies, Cultural Studies, Sociology
Université Denis Diderot (Paris VII) 2009 — 2009
Sociology
Presbyterian Boys Secondary School - Legon (PRESEC) 2003 — 2006
High School Diploma (WASSCE), General Arts
PwC September 2013 - February 2015
Brandeis University September 2011 - May 2013
PwC June 2012 - August 2012
Bobbie Carlton PR and Marketing January 2012 - May 2012
Oberlin College September 2008 - May 2011
ACCION Texas January 2011 - January 2011
Oberlin Research Group February 2010 - May 2010
J.P. Morgan June 2009 - August 2009
Oberlin Students Finance and Investment Club September 2008 - May 2009
Oberlin African Students Association September 2008 - May 2009
Skills
Stata, Bloomberg, Capital IQ, Financial Modeling, Microsoft Excel, Strategy, Analysis, Thomson One, JMP, VBA, Java, Economics, Quantitative Analytics, Portfolio Management, Data Analysis, SPSS, Valuation, Econometrics, Statistics, Research, Business Strategy, Mergers, Mergers & Acquisitions
Education
Brandeis University, Lemberg - International Business School 2011 — 2013
M.A., International Economics and Finance
Oberlin College 2007 — 2011
BA, Economics
Centre Parisien d'Etudes Critiques 2009 — 2009
French Language, French Studies, Film Studies, Cultural Studies, Sociology
Université Denis Diderot (Paris VII) 2009 — 2009
Sociology
Presbyterian Boys Secondary School - Legon (PRESEC) 2003 — 2006
High School Diploma (WASSCE), General Arts
David Rothenbucher's J.P. Morgan Experience October 2011 - December 2011
Job Sales Engineer at Novatus Contract Management
Industry Computer Software
Experience
Novatus Contract Management December 2014 - Present
Summer Study Programs at CU Boulder July 2013 - August 2014
KPMG US July 2012 - May 2013
Canoe Ventures June 2011 - January 2012
J.P. Morgan October 2011 - December 2011
Skills
Microsoft Word, Financial Analysis, Auditing, Outlook, Access, Customer Service, VBA, Project Management, Microsoft Excel, Data Analysis, Sarbanes-Oxley Act, Microsoft Office, Business Analysis, Research, PowerPoint, Social Media, Financial Modeling
Education
Boston University - School of Management
Bachelor’s Degree, Finance
Novatus Contract Management December 2014 - Present
Summer Study Programs at CU Boulder July 2013 - August 2014
KPMG US July 2012 - May 2013
Canoe Ventures June 2011 - January 2012
J.P. Morgan October 2011 - December 2011
Skills
Microsoft Word, Financial Analysis, Auditing, Outlook, Access, Customer Service, VBA, Project Management, Microsoft Excel, Data Analysis, Sarbanes-Oxley Act, Microsoft Office, Business Analysis, Research, PowerPoint, Social Media, Financial Modeling
Education
Boston University - School of Management
Bachelor’s Degree, Finance
Jiabei Han Jiabei Han's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
MNL Partners October 2014 - January 2015
Shasta Partners May 2014 - September 2014
Citi November 2012 - April 2013
GE May 2012 - October 2012
International Monetary Fund September 2011 - November 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Finance, Investment Banking, Portfolio Management, Fixed Income, Economics, Bloomberg, Private Equity, Investments, Forecasting, Analysis, Microsoft Office, Microsoft Excel
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts (MA), International Finance and Economics, Graduated with distinction
Zhejiang University 2009 — 2013
Bachelor of Economics, Finance, General
J.P. Morgan June 2015 - Present
MNL Partners October 2014 - January 2015
Shasta Partners May 2014 - September 2014
Citi November 2012 - April 2013
GE May 2012 - October 2012
International Monetary Fund September 2011 - November 2011
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Finance, Investment Banking, Portfolio Management, Fixed Income, Economics, Bloomberg, Private Equity, Investments, Forecasting, Analysis, Microsoft Office, Microsoft Excel
Education
Brandeis University, Lemberg - International Business School 2013 — 2015
Master of Arts (MA), International Finance and Economics, Graduated with distinction
Zhejiang University 2009 — 2013
Bachelor of Economics, Finance, General
Molly Meyer's J.P. Morgan Experience August 2012 - Present
Job Asset Wealth Management, Recruiting Coordinator
Industry Human Resources
Experience
J.P. Morgan August 2012 - Present
Little Palace Bar and Restaurant 2010 - 2012
Earl Jeans, Members Only and Bill Blass 2007 - 2009
Skills
Sales, Project Management, Networking, Customer Service, Interviews, Account Management, Time Management, Social Networking, Marketing Strategy, Facebook, Social Media, Social Media Marketing, Talent Management, Inventory Management, Menu Development, Purchasing, Job Matching, Non-profit Program..., Fundraising, Microsoft Office, Microsoft Excel, Recruiting, Management
Education
Bowling Green State University 2002 — 2006
BFA, Fine Art Photography
J.P. Morgan August 2012 - Present
Little Palace Bar and Restaurant 2010 - 2012
Earl Jeans, Members Only and Bill Blass 2007 - 2009
Skills
Sales, Project Management, Networking, Customer Service, Interviews, Account Management, Time Management, Social Networking, Marketing Strategy, Facebook, Social Media, Social Media Marketing, Talent Management, Inventory Management, Menu Development, Purchasing, Job Matching, Non-profit Program..., Fundraising, Microsoft Office, Microsoft Excel, Recruiting, Management
Education
Bowling Green State University 2002 — 2006
BFA, Fine Art Photography
Jim Reidy Jim Reidy's J.P. Morgan Experience May 2012 - August 2012
Job Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2013 - Present
Bowdoin Office of Residential Life August 2010 - May 2013
J.P. Morgan May 2012 - August 2012
National Oceanic and Atmospheric Administration May 2007 - August 2011
The Bowdoin Orient September 2009 - May 2011
Skills
Microsoft Office, Writing, InDesign, Editing
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics
Hopkins School 2002 — 2009
J.P. Morgan Asset Management July 2013 - Present
Bowdoin Office of Residential Life August 2010 - May 2013
J.P. Morgan May 2012 - August 2012
National Oceanic and Atmospheric Administration May 2007 - August 2011
The Bowdoin Orient September 2009 - May 2011
Skills
Microsoft Office, Writing, InDesign, Editing
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics
Hopkins School 2002 — 2009
John Yong John Yong's J.P. Morgan Experience August 2013 - Present
Job Senior Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Cornell University - Johnson Graduate School of Management August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
JPMorgan May 2005 - July 2011
State Street July 2003 - May 2005
Skills
Portfolio Management, Valuation, Financial Reporting, Financial Modeling, Financial Analysis, Bloomberg, Equities, Capital Markets, Analysis, Business Strategy, Corporate Finance, Due Diligence, Finance, Investments, Strategy
Education
Cornell University - Johnson Graduate School of Management 2011 — 2013
MBA, Finance
Boston University - School of Management 2000 — 2003
Bachelor of Science in Business Administration, Finance, Management
Choate Rosemary Hall 1995 — 1999
High School Diploma
J.P. Morgan August 2013 - Present
Cornell University - Johnson Graduate School of Management August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
JPMorgan May 2005 - July 2011
State Street July 2003 - May 2005
Skills
Portfolio Management, Valuation, Financial Reporting, Financial Modeling, Financial Analysis, Bloomberg, Equities, Capital Markets, Analysis, Business Strategy, Corporate Finance, Due Diligence, Finance, Investments, Strategy
Education
Cornell University - Johnson Graduate School of Management 2011 — 2013
MBA, Finance
Boston University - School of Management 2000 — 2003
Bachelor of Science in Business Administration, Finance, Management
Choate Rosemary Hall 1995 — 1999
High School Diploma
Katy Patuto Katy Patuto's J.P. Morgan Experience May 2012 - Present
Job Credit Risk Quality Assurance
Industry Banking
Experience
J.P. Morgan May 2012 - Present
JPMorgan Chase September 2003 - Present
Bank One April 1999 - September 2003
Skills
Credit, Credit Risk, Commercial Lending, Portfolio Management, Banking, Loan Origination, Budgets, Credit Analysis, Underwriting, Financial Risk, Consumer Lending, Process Improvement, Auditing, Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Operational Risk..., Finance, Cash Management, Mortgage Underwriting, Relationship Management, Retail Banking, Strategic Financial..., Risk Management, FHA, Financial Services, Loss Mitigation, Credit Cards, Mergers & Acquisitions, Financial Analysis, Fixed Income, Lines Of Credit, Investment Banking, Commercial Banking, Payments, Insurance, Capital Markets, Due Diligence, Internal Audit, Cross Selling, Financial Modeling, Executive Management, Leadership, Operational Risk, Loan Servicing, Small Business Lending, Wealth Management, Investments
Education
Bowling Green State University 1987 — 1991
Bachelor of Arts, Fashion Merchandising
J.P. Morgan May 2012 - Present
JPMorgan Chase September 2003 - Present
Bank One April 1999 - September 2003
Skills
Credit, Credit Risk, Commercial Lending, Portfolio Management, Banking, Loan Origination, Budgets, Credit Analysis, Underwriting, Financial Risk, Consumer Lending, Process Improvement, Auditing, Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Operational Risk..., Finance, Cash Management, Mortgage Underwriting, Relationship Management, Retail Banking, Strategic Financial..., Risk Management, FHA, Financial Services, Loss Mitigation, Credit Cards, Mergers & Acquisitions, Financial Analysis, Fixed Income, Lines Of Credit, Investment Banking, Commercial Banking, Payments, Insurance, Capital Markets, Due Diligence, Internal Audit, Cross Selling, Financial Modeling, Executive Management, Leadership, Operational Risk, Loan Servicing, Small Business Lending, Wealth Management, Investments
Education
Bowling Green State University 1987 — 1991
Bachelor of Arts, Fashion Merchandising
Jacquelyn Zeller, CPA Jacquelyn Zeller, CPA's J.P. Morgan Experience July 2010 - September 2010
Job Sr. Key Deal Manager at Intel Security
Industry Accounting
Experience
Intel Security January 2012 - Present
McAfee October 2010 - December 2011
J.P. Morgan July 2010 - September 2010
Buckeye CableSystem June 2009 - August 2010
Skills
Accounting, Microsoft Office, Access, Excel, Word, PowerPoint, Outlook, SOP 97-2, Revenue Recognition, Revenue Analysis, Revenue Forecasting, Siebel, EITF 09-3, EITF 00-21, Internal Controls, Internal Audit
Education
Bowling Green State University 2006 — 2010
BSBA, Accounting and Finance
Intel Security January 2012 - Present
McAfee October 2010 - December 2011
J.P. Morgan July 2010 - September 2010
Buckeye CableSystem June 2009 - August 2010
Skills
Accounting, Microsoft Office, Access, Excel, Word, PowerPoint, Outlook, SOP 97-2, Revenue Recognition, Revenue Analysis, Revenue Forecasting, Siebel, EITF 09-3, EITF 00-21, Internal Controls, Internal Audit
Education
Bowling Green State University 2006 — 2010
BSBA, Accounting and Finance
Chad Turner's J.P. Morgan Experience August 2000 - Present
Job Vice President, Finance & Business Manager at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2000 - Present
PricewaterhouseCoopers September 1993 - June 2000
Skills
Financial Analysis, Financial Modeling, Risk Management, Banking, Cash Management, Financial Reporting, Financial Risk, Process Improvement, Corporate Finance, Finance, Loans, Commercial Banking, Investment Banking, Accounts Receivable, Auditing
Education
Bradley University 1996 — 1997
MS, Accounting
Bradley University 1992 — 1996
BS, Accounting
Limestone Community High School 1988 — 1992
J.P. Morgan August 2000 - Present
PricewaterhouseCoopers September 1993 - June 2000
Skills
Financial Analysis, Financial Modeling, Risk Management, Banking, Cash Management, Financial Reporting, Financial Risk, Process Improvement, Corporate Finance, Finance, Loans, Commercial Banking, Investment Banking, Accounts Receivable, Auditing
Education
Bradley University 1996 — 1997
MS, Accounting
Bradley University 1992 — 1996
BS, Accounting
Limestone Community High School 1988 — 1992
Gary Cocco Gary Cocco's J.P. Morgan Experience February 2012 - April 2013
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2013 - Present
J.P. Morgan February 2012 - April 2013
J.P. Morgan November 2010 - January 2012
Goldman Sachs August 2010 - November 2010
Goldman Sachs March 2010 - August 2010
Lowenstein Sandler PC September 2008 - December 2009
MONMOUTH COUNTY PROSECUTOR'S OFFICE June 2006 - August 2006
Education
Boston University School of Law 2005 — 2008
JD, Law
Rutgers University-New Brunswick 2001 — 2005
BA, History, Political Science, Economics, Philosophy
Merrill Lynch March 2013 - Present
J.P. Morgan February 2012 - April 2013
J.P. Morgan November 2010 - January 2012
Goldman Sachs August 2010 - November 2010
Goldman Sachs March 2010 - August 2010
Lowenstein Sandler PC September 2008 - December 2009
MONMOUTH COUNTY PROSECUTOR'S OFFICE June 2006 - August 2006
Education
Boston University School of Law 2005 — 2008
JD, Law
Rutgers University-New Brunswick 2001 — 2005
BA, History, Political Science, Economics, Philosophy
Eric J. Werner (Financial Advisor - 4,205+)'s J.P. Morgan Experience August 2011 - February 2014
Job Financial Advisor at Smith Werner Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
Smith Werner Wealth Management, UBS Financial Services Inc. November 2014 - Present
J.P. Morgan August 2011 - February 2014
Schnader Harrison Segal & Lewis LLP January 2009 - July 2011
Eric J. Werner, Esq. October 2007 - January 2009
Werner Co. March 1988 - July 2007
O'Connor Broude Snyder & Aronson June 1986 - March 1988
Heafitz & Hopwood June 1984 - May 1986
Skills
Start-ups, Corporate Finance, Due Diligence, Finance, Negotiation, Corporate Law, Strategic Planning, Entrepreneurship, Management, Leadership, Corporate Governance, Securities, Corporate Development, Strategy, Investments, Contract Negotiation, Financial Services, Joint Ventures, Business Planning, Restructuring, Real Estate, Executive Management, Legal Writing, Risk Management, Divestitures, Management Consulting, Business Development, CRM, Licensing, Equities, Emerging Markets, Business Strategy, Asset Management, Investment Management, Intellectual Property, Commercial Litigation, Estate Planning, Securities Regulation, Human Resources, Employment Law, Thoughtful counseling..., Litigation, Bankruptcy, Start-up Consulting, Portfolio Management, Series 7, Series 63, Hold Series 7
Education
Boston University School of Law 1983 — 1986
J.D., Law
Penn State University 1979 — 1983
BS, Industrial Engineering
Smith Werner Wealth Management, UBS Financial Services Inc. November 2014 - Present
J.P. Morgan August 2011 - February 2014
Schnader Harrison Segal & Lewis LLP January 2009 - July 2011
Eric J. Werner, Esq. October 2007 - January 2009
Werner Co. March 1988 - July 2007
O'Connor Broude Snyder & Aronson June 1986 - March 1988
Heafitz & Hopwood June 1984 - May 1986
Skills
Start-ups, Corporate Finance, Due Diligence, Finance, Negotiation, Corporate Law, Strategic Planning, Entrepreneurship, Management, Leadership, Corporate Governance, Securities, Corporate Development, Strategy, Investments, Contract Negotiation, Financial Services, Joint Ventures, Business Planning, Restructuring, Real Estate, Executive Management, Legal Writing, Risk Management, Divestitures, Management Consulting, Business Development, CRM, Licensing, Equities, Emerging Markets, Business Strategy, Asset Management, Investment Management, Intellectual Property, Commercial Litigation, Estate Planning, Securities Regulation, Human Resources, Employment Law, Thoughtful counseling..., Litigation, Bankruptcy, Start-up Consulting, Portfolio Management, Series 7, Series 63, Hold Series 7
Education
Boston University School of Law 1983 — 1986
J.D., Law
Penn State University 1979 — 1983
BS, Industrial Engineering
Sanina Ellison's J.P. Morgan Experience November 2000 - July 2010
Job Managing Broker/ Principal at Chicago Homes Realty Group
Industry Real Estate
Experience
Chicago Homes Realty Group 2014 - Present
Chicago Homes Realty Group 2006 - Present
Newman Realty July 2012 - March 2013
Keller Williams Realty C.C.G. 2006 - 2012
J.P. Morgan November 2000 - July 2010
Chase Bank 2005 - 2009
Skills
Real Estate, Short Sales, First Time Home Buyers, Real Estate Transactions, Real Estate Development, Foreclosures, REO, Small Business, Contract Negotiation, Sales Management, Entrepreneurship, Loans, Home Staging, Customer Service, Bronzeville, Hyde Park, Woodlawn, South Loop, Single Family Homes, Condos, Commercial Real Estate, Buyer Representation, Residential Homes, Sellers, Investors, Buyers, Investment Properties
Education
Robert Morris University - Illinois 2010 — 2012
Bachelor of Arts, Business Management
Harrington College of Design 2009 — 2010
Interior Design
Bradley University
Graphic Design
Chicago Homes Realty Group 2014 - Present
Chicago Homes Realty Group 2006 - Present
Newman Realty July 2012 - March 2013
Keller Williams Realty C.C.G. 2006 - 2012
J.P. Morgan November 2000 - July 2010
Chase Bank 2005 - 2009
Skills
Real Estate, Short Sales, First Time Home Buyers, Real Estate Transactions, Real Estate Development, Foreclosures, REO, Small Business, Contract Negotiation, Sales Management, Entrepreneurship, Loans, Home Staging, Customer Service, Bronzeville, Hyde Park, Woodlawn, South Loop, Single Family Homes, Condos, Commercial Real Estate, Buyer Representation, Residential Homes, Sellers, Investors, Buyers, Investment Properties
Education
Robert Morris University - Illinois 2010 — 2012
Bachelor of Arts, Business Management
Harrington College of Design 2009 — 2010
Interior Design
Bradley University
Graphic Design
Shuman Chakrabarty Shuman Chakrabarty's J.P. Morgan Experience June 2013 - August 2013
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2013 - August 2013
Bank of America December 2011 - July 2012
Bank of America June 2010 - December 2011
Bank of America May 2009 - May 2010
Bank of America 2007 - May 2009
Bank of America 2006 - 2007
RBS Citizens Financial Group 2005 - 2006
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University - School of Management 2001 — 2005
Bachelor of Science in Business Administration
J.P. Morgan June 2013 - August 2013
Bank of America December 2011 - July 2012
Bank of America June 2010 - December 2011
Bank of America May 2009 - May 2010
Bank of America 2007 - May 2009
Bank of America 2006 - 2007
RBS Citizens Financial Group 2005 - 2006
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University - School of Management 2001 — 2005
Bachelor of Science in Business Administration
Tim Madge's J.P. Morgan Experience January 2015 - Present
Job Executive Director: Client Service Manager
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan June 2012 - January 2015
J.P. Morgan August 2010 - June 2012
J.P. Morgan August 2009 - August 2010
J.P. Morgan November 2007 - August 2009
Skills
Corporate Actions, Change Management, Client Services, Management, Project Management, CRM, Strategy, Vendor Management, Banking, Derivatives, Fixed Income, Global Custody, Process Improvement
Education
Bournemouth University 2003 — 2007
Bachelor of Science (B.Sc.), Business Information Systems Management, 2:1
J.P. Morgan January 2015 - Present
J.P. Morgan June 2012 - January 2015
J.P. Morgan August 2010 - June 2012
J.P. Morgan August 2009 - August 2010
J.P. Morgan November 2007 - August 2009
Skills
Corporate Actions, Change Management, Client Services, Management, Project Management, CRM, Strategy, Vendor Management, Banking, Derivatives, Fixed Income, Global Custody, Process Improvement
Education
Bournemouth University 2003 — 2007
Bachelor of Science (B.Sc.), Business Information Systems Management, 2:1
Felicia Galitsky's J.P. Morgan Experience July 2014 - Present
Job Financial Reports Analyst at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York May 2015 - Present
J.P. Morgan July 2014 - Present
JPMorgan Chase June 2013 - August 2013
J.P. Morgan February 2013 - April 2013
Tyco International May 2012 - August 2012
Sun National Bank May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Bloomberg, Statistical Modeling, Visual Basic, Code Generation, Microsoft Excel, Reuters 3000, Prime Brokerage, Derivatives, Technical Writing, Visio, Statistical Data..., Linear Regression, Regression Analysis, Valuation, Public Speaking, Economics, MS Excel Pivot Tables, Vlookup, Written & Oral..., Microsoft Office, FX Derivatives, FX Options, Presentation Design, Statistics, Presentations
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Finance and Accounting, Economics minor
Federal Reserve Bank of New York May 2015 - Present
J.P. Morgan July 2014 - Present
JPMorgan Chase June 2013 - August 2013
J.P. Morgan February 2013 - April 2013
Tyco International May 2012 - August 2012
Sun National Bank May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Bloomberg, Statistical Modeling, Visual Basic, Code Generation, Microsoft Excel, Reuters 3000, Prime Brokerage, Derivatives, Technical Writing, Visio, Statistical Data..., Linear Regression, Regression Analysis, Valuation, Public Speaking, Economics, MS Excel Pivot Tables, Vlookup, Written & Oral..., Microsoft Office, FX Derivatives, FX Options, Presentation Design, Statistics, Presentations
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Finance and Accounting, Economics minor
Win Sheffield Win Sheffield's J.P. Morgan Experience 1987 - 1996
Job Career Coach | WinSheffield.com | Speaker at Industry & Alumni groups | certified Five O'Clock Club Coach
Industry Consumer Services
Experience
The Art of the Career September 2010 - Present
Five O'Clock Club 2003 - Present
Win Sheffield, Career Coach 2003 - Present
PriceWaterhouseCoopers 1997 - 2003
J.P. Morgan 1987 - 1996
Citicorp 1979 - 1986
Skills
Coaching, Career Development, Public Speaking, Executive Coaching, Non-profits, Mentoring, Business Strategy, Strategic Planning, Negotiation, Career Counseling, Interviewing, Career Management, Management Consulting, Interviews, Training, Organizational..., Fundraising, Nonprofits, Leadership, Workshop Facilitation, Job Search, MBTI
Education
Boston University Questrom School of Business 1977 — 1979
MBA
Kenyon College 1973 — 1977
B.A.
Malvern College 1972 — 1973
A-levels
Brooks School 1968 — 1972
The Art of the Career September 2010 - Present
Five O'Clock Club 2003 - Present
Win Sheffield, Career Coach 2003 - Present
PriceWaterhouseCoopers 1997 - 2003
J.P. Morgan 1987 - 1996
Citicorp 1979 - 1986
Skills
Coaching, Career Development, Public Speaking, Executive Coaching, Non-profits, Mentoring, Business Strategy, Strategic Planning, Negotiation, Career Counseling, Interviewing, Career Management, Management Consulting, Interviews, Training, Organizational..., Fundraising, Nonprofits, Leadership, Workshop Facilitation, Job Search, MBTI
Education
Boston University Questrom School of Business 1977 — 1979
MBA
Kenyon College 1973 — 1977
B.A.
Malvern College 1972 — 1973
A-levels
Brooks School 1968 — 1972
Richard Leahy's J.P. Morgan Experience November 2011 - Present
Job Vice President, FX Sales at JP Morgan
Industry Financial Services
Experience
J.P. Morgan November 2011 - Present
J.P. Morgan September 2008 - November 2011
Education
Bowdoin College 2003 — 2008
Bachelor of Arts (B.A.), Economics; Government & Legal Studies
J.P. Morgan November 2011 - Present
J.P. Morgan September 2008 - November 2011
Education
Bowdoin College 2003 — 2008
Bachelor of Arts (B.A.), Economics; Government & Legal Studies
Yasmin Nouri's J.P. Morgan Experience May 2012 - November 2014
Job Senior Associate at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
J.P. Morgan May 2012 - November 2014
Bank of America Merrill Lynch June 2010 - May 2012
Goldman Sachs June 2009 - August 2009
Allegra Strategies July 2008 - August 2008
Skills
Banking, Finance, Financial Modeling, Fixed Income, Credit Analysis, Derivatives, PowerPoint, Microsoft Excel, Corporate Finance, Capital Markets, Financial Analysis, Credit, Financial Risk, Risk Management, Analysis, Microsoft Office, Financial Services
Education
Boston University Questrom School of Business 2006 — 2010
Bachelor of Science in Business Administration, Dual Concentration: Finance and Business Law, Minor: Economics
Bank of America Merrill Lynch November 2014 - Present
J.P. Morgan May 2012 - November 2014
Bank of America Merrill Lynch June 2010 - May 2012
Goldman Sachs June 2009 - August 2009
Allegra Strategies July 2008 - August 2008
Skills
Banking, Finance, Financial Modeling, Fixed Income, Credit Analysis, Derivatives, PowerPoint, Microsoft Excel, Corporate Finance, Capital Markets, Financial Analysis, Credit, Financial Risk, Risk Management, Analysis, Microsoft Office, Financial Services
Education
Boston University Questrom School of Business 2006 — 2010
Bachelor of Science in Business Administration, Dual Concentration: Finance and Business Law, Minor: Economics
Paul Simmons Paul Simmons's J.P. Morgan Experience September 2000 - June 2005
Job Energy Consultant
Industry Oil & Energy
Experience
Linccup - Business and Social Networking for the Real World! October 2013 - Present
Repsol Energy North America March 2010 - Present
Taitale Studios January 2011 - November 2013
CRW Energy October 2010 - June 2011
K5NOLA Charity September 2009 - May 2010
Barclays Capital March 2007 - July 2009
JPMorgan. London Wall June 2005 - March 2007
J.P. Morgan September 2000 - June 2005
Skills
Physical & Financial -..., PnL Management, Risk Management, Project Management, Management, Business Analysis, VAR, Microsoft Excel, Access, End User Training, Testing, Commodity Markets, Derivatives, Options, Trading, Commodity, Trading Systems, Bloomberg, Energy, Valuation, Energy Markets, Financial Risk, Hedging, Finance, Swaps, Petroleum, Energy Industry, LNG, Analysis, Market Risk, Banking, Investments, Financial Markets, Natural Gas, FX Options, Downstream Oil & Gas, ETRM
Education
Bournemouth University
College Education
A' levels; C.S.E's
Salisbury Technical College
A' levels
Linccup - Business and Social Networking for the Real World! October 2013 - Present
Repsol Energy North America March 2010 - Present
Taitale Studios January 2011 - November 2013
CRW Energy October 2010 - June 2011
K5NOLA Charity September 2009 - May 2010
Barclays Capital March 2007 - July 2009
JPMorgan. London Wall June 2005 - March 2007
J.P. Morgan September 2000 - June 2005
Skills
Physical & Financial -..., PnL Management, Risk Management, Project Management, Management, Business Analysis, VAR, Microsoft Excel, Access, End User Training, Testing, Commodity Markets, Derivatives, Options, Trading, Commodity, Trading Systems, Bloomberg, Energy, Valuation, Energy Markets, Financial Risk, Hedging, Finance, Swaps, Petroleum, Energy Industry, LNG, Analysis, Market Risk, Banking, Investments, Financial Markets, Natural Gas, FX Options, Downstream Oil & Gas, ETRM
Education
Bournemouth University
College Education
A' levels; C.S.E's
Salisbury Technical College
A' levels
Todd Hughes's J.P. Morgan Experience September 2012 - April 2014
Job Training and Development Officer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2014 - Present
J.P. Morgan September 2012 - April 2014
Chase December 2009 - September 2012
Chase September 2007 - December 2009
Chase May 2006 - September 2007
Max & Erma's July 2005 - May 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Training, Software Documentation, Program Management, Process Improvement, Access, Banking, Leadership, Analysis, Visio, Call Centers, Management, Project Management, Business Analysis, Time Management, Change Management, Team Leadership, Team Building, SharePoint, Customer Satisfaction, Risk Management, Technical Writing, Coaching, Vendor Management, Quality Assurance, Customer Experience, System Administration, Financial Services, Project Planning, Customer Retention, Business Process..., Performance Management, Employee Training, Operations Management, Team Management, Requirements Gathering, Training Delivery, SDLC, CRM
Education
Bowling Green State University 1986 — 1990
Bachelor of Education (B.Ed.), Music Education
Hocking College 2000 — 2001
Certification, Web/Multimedia Management and Webmaster
JPMorgan Chase May 2014 - Present
J.P. Morgan September 2012 - April 2014
Chase December 2009 - September 2012
Chase September 2007 - December 2009
Chase May 2006 - September 2007
Max & Erma's July 2005 - May 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Training, Software Documentation, Program Management, Process Improvement, Access, Banking, Leadership, Analysis, Visio, Call Centers, Management, Project Management, Business Analysis, Time Management, Change Management, Team Leadership, Team Building, SharePoint, Customer Satisfaction, Risk Management, Technical Writing, Coaching, Vendor Management, Quality Assurance, Customer Experience, System Administration, Financial Services, Project Planning, Customer Retention, Business Process..., Performance Management, Employee Training, Operations Management, Team Management, Requirements Gathering, Training Delivery, SDLC, CRM
Education
Bowling Green State University 1986 — 1990
Bachelor of Education (B.Ed.), Music Education
Hocking College 2000 — 2001
Certification, Web/Multimedia Management and Webmaster
Tamara Cora Tamara Cora's J.P. Morgan Experience July 2013 - October 2014
Job Finance Manager at Quantcast
Industry Internet
Experience
Quantcast November 2014 - Present
J.P. Morgan July 2013 - October 2014
IC Services March 2012 - June 2013
The National Investor November 2008 - March 2012
Ernst & Young June 2007 - July 2007
Nexus Associates, Inc. February 2007 - March 2007
TransPerfect Translations June 2004 - June 2006
Skills
Business Analysis, Business Strategy, Financial Analysis, Financial Modeling, Financial Advisory, Equity Valuation, Data Analysis, Data Modeling, Sales Presentations, Emerging Markets, Due Diligence, Strategic Planning, Investments, Private Equity, Mergers & Acquisitions, Business Planning, Valuation, Economics, Corporate Finance, Restructuring, Business Development, Equities, Portfolio Management
Education
Brandeis University
M.A, International Economics & Finance
DePaul University
Statistics & Data Analysis
Genesis Institute
CFA training
McGill University
B.A., Double Major Economics & Political Science. Minors: Commerce, Russian Language
SDA Bocconi
M.A, Business
Saint Petersburg State University
Diploma, Advanced Russian Language
Quantcast November 2014 - Present
J.P. Morgan July 2013 - October 2014
IC Services March 2012 - June 2013
The National Investor November 2008 - March 2012
Ernst & Young June 2007 - July 2007
Nexus Associates, Inc. February 2007 - March 2007
TransPerfect Translations June 2004 - June 2006
Skills
Business Analysis, Business Strategy, Financial Analysis, Financial Modeling, Financial Advisory, Equity Valuation, Data Analysis, Data Modeling, Sales Presentations, Emerging Markets, Due Diligence, Strategic Planning, Investments, Private Equity, Mergers & Acquisitions, Business Planning, Valuation, Economics, Corporate Finance, Restructuring, Business Development, Equities, Portfolio Management
Education
Brandeis University
M.A, International Economics & Finance
DePaul University
Statistics & Data Analysis
Genesis Institute
CFA training
McGill University
B.A., Double Major Economics & Political Science. Minors: Commerce, Russian Language
SDA Bocconi
M.A, Business
Saint Petersburg State University
Diploma, Advanced Russian Language
scott gordon scott gordon's J.P. Morgan Experience September 1983 - February 1988
Job Portfolio Manager at Taconic Capital
Industry Investment Management
Experience
Taconic Capital September 2013 - Present
Caxton Associates November 2009 - December 2012
Marathon Asset Management April 2007 - August 2009
Bank of America February 2001 - March 2007
ING April 1988 - February 2000
J.P. Morgan September 1983 - February 1988
Skills
Emerging Markets, Portfolio Management, Alternative Investments, Distressed Debt, High Yield, Credit Risk, Asset Management, Asset Allocation, Risk Management, Investments, Trading, Credit Analysis, Hedge Funds, Latin America, Eastern Europe
Education
Bowdoin College 1979 — 1983
Bachelor of Arts (BA), Economics/ Romance Languages
Taconic Capital September 2013 - Present
Caxton Associates November 2009 - December 2012
Marathon Asset Management April 2007 - August 2009
Bank of America February 2001 - March 2007
ING April 1988 - February 2000
J.P. Morgan September 1983 - February 1988
Skills
Emerging Markets, Portfolio Management, Alternative Investments, Distressed Debt, High Yield, Credit Risk, Asset Management, Asset Allocation, Risk Management, Investments, Trading, Credit Analysis, Hedge Funds, Latin America, Eastern Europe
Education
Bowdoin College 1979 — 1983
Bachelor of Arts (BA), Economics/ Romance Languages
John Paulsen, CFA John Paulsen, CFA's J.P. Morgan Experience June 1994 - November 1998
Job Head of Research at Stonebridge Advisors
Industry Investment Management
Experience
Stonebridge Advisors LLC April 2015 - Present
Sterne Agee June 2013 - April 2015
Gleacher & Company March 2010 - April 2013
CRT Capital Group August 2009 - March 2010
RBS Greenwich Capital February 2006 - August 2009
J.P. Morgan Investment Management June 2000 - February 2006
Prudential Financial March 1999 - June 2000
J.P. Morgan June 1994 - November 1998
Kidder Peabody 1993 - 1994
Standard & Poor's 1988 - 1993
Skills
Fixed Income, Credit, Series 7, Bonds, Asset Management, Bloomberg, Banking, Investments, Financial Analysis, Emerging Markets, Equities, Portfolio Management, Strategy, Financial Markets, Equity Research, Credit Analysis, Securities, Valuation, Buy-side, Asset Managment, Trading, Investment Management, Capital Markets, High Yield, Financial Services, Series 63, Mutual Funds, Fixed Income Analysis, Sell Side, Chartered Financial..., Credit Risk, Financial Institutions
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Boston University Questrom School of Business 1978 — 1982
BS, Finance, International Mgmt
Stonebridge Advisors LLC April 2015 - Present
Sterne Agee June 2013 - April 2015
Gleacher & Company March 2010 - April 2013
CRT Capital Group August 2009 - March 2010
RBS Greenwich Capital February 2006 - August 2009
J.P. Morgan Investment Management June 2000 - February 2006
Prudential Financial March 1999 - June 2000
J.P. Morgan June 1994 - November 1998
Kidder Peabody 1993 - 1994
Standard & Poor's 1988 - 1993
Skills
Fixed Income, Credit, Series 7, Bonds, Asset Management, Bloomberg, Banking, Investments, Financial Analysis, Emerging Markets, Equities, Portfolio Management, Strategy, Financial Markets, Equity Research, Credit Analysis, Securities, Valuation, Buy-side, Asset Managment, Trading, Investment Management, Capital Markets, High Yield, Financial Services, Series 63, Mutual Funds, Fixed Income Analysis, Sell Side, Chartered Financial..., Credit Risk, Financial Institutions
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, Finance
Boston University Questrom School of Business 1978 — 1982
BS, Finance, International Mgmt
Parag Khandelwal Parag Khandelwal's J.P. Morgan Experience 2010 - 2012
Job Senior Associate at Spectrum Equity
Industry Venture Capital & Private Equity
Experience
Spectrum Equity 2012 - Present
Grassroots.org 2011 - Present
J.P. Morgan 2010 - 2012
J.P. Morgan June 2009 - August 2009
Goldman Sachs September 2008 - November 2008
International Marketmakers Combination June 2008 - September 2008
Morningstar February 2008 - June 2008
SAP June 2007 - February 2008
Skills
Private Equity, Investment Banking, Equities, Valuation, Financial Modeling, Leveraged Finance, Restructuring, Financial Analysis, Economics, Venture Capital, Options, Fixed Income, Equity Valuation, Business Valuation, Corporate Development, Start-ups, Due Diligence, Derivatives, M&A experience, DCF, Bloomberg Terminal, Special Situations, Capital IQ, Entrepreneurship, IPO, Finance, High Yield, Asset Management, Portfolio Management, Structured Finance, Mergers & Acquisitions
Education
Northwestern University 2007 — 2010
BA, Mathematics, Economics, and History
Bowdoin College 2006 — 2007
Phillips Academy 2002 — 2006
Spectrum Equity 2012 - Present
Grassroots.org 2011 - Present
J.P. Morgan 2010 - 2012
J.P. Morgan June 2009 - August 2009
Goldman Sachs September 2008 - November 2008
International Marketmakers Combination June 2008 - September 2008
Morningstar February 2008 - June 2008
SAP June 2007 - February 2008
Skills
Private Equity, Investment Banking, Equities, Valuation, Financial Modeling, Leveraged Finance, Restructuring, Financial Analysis, Economics, Venture Capital, Options, Fixed Income, Equity Valuation, Business Valuation, Corporate Development, Start-ups, Due Diligence, Derivatives, M&A experience, DCF, Bloomberg Terminal, Special Situations, Capital IQ, Entrepreneurship, IPO, Finance, High Yield, Asset Management, Portfolio Management, Structured Finance, Mergers & Acquisitions
Education
Northwestern University 2007 — 2010
BA, Mathematics, Economics, and History
Bowdoin College 2006 — 2007
Phillips Academy 2002 — 2006
Jillian Neary's J.P. Morgan Experience 2014 - 2014
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2015 - Present
J.P. Morgan 2014 - 2014
Federal Reserve Bank of Boston 2010 - 2014
William Gallagher Associates 2008 - 2010
Skills
Financial Analysis, Data Analysis, Project Portfolio..., Program Management, Economics, Risk Management, SharePoint, Microsoft Excel, Visio, Analysis, Business Analysis, Valuation, Bloomberg, Financial Modeling, Portfolio Management, Relationship Management, Corporate Finance, Fixed Income, Hedge Funds, Equities, Financial Risk, Quantitative Analytics, Capital Markets, Alternative Investments, Investments
Education
Boston University Questrom School of Business
Master of Business Administration (MBA), Concentration in Finance
Bowdoin College
Bachelor of Arts (B.A.), Double Major: Economics & Government/Legal Studies
Westminster School
Prep School, Virtute et Numine
J.P. Morgan Asset Management 2015 - Present
J.P. Morgan 2014 - 2014
Federal Reserve Bank of Boston 2010 - 2014
William Gallagher Associates 2008 - 2010
Skills
Financial Analysis, Data Analysis, Project Portfolio..., Program Management, Economics, Risk Management, SharePoint, Microsoft Excel, Visio, Analysis, Business Analysis, Valuation, Bloomberg, Financial Modeling, Portfolio Management, Relationship Management, Corporate Finance, Fixed Income, Hedge Funds, Equities, Financial Risk, Quantitative Analytics, Capital Markets, Alternative Investments, Investments
Education
Boston University Questrom School of Business
Master of Business Administration (MBA), Concentration in Finance
Bowdoin College
Bachelor of Arts (B.A.), Double Major: Economics & Government/Legal Studies
Westminster School
Prep School, Virtute et Numine
Luke Wahwerit Luke Wahwerit's J.P. Morgan Experience December 2014 - Present
Job Vice President: Global Client Service Manager at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
J.P. Morgan April 2011 - December 2014
J.P. Morgan January 2010 - April 2011
J.P. Morgan August 2007 - January 2010
Skills
Collateral Management, OTC derivatives, Client Service, Global Custody, Fund Services, Client Services, Investment Banking, Financial Services, Derivatives, Banking
Education
Bournemouth University 2003 — 2007
Bachelor's degree, Business Studies, 2:1
J.P. Morgan December 2014 - Present
J.P. Morgan April 2011 - December 2014
J.P. Morgan January 2010 - April 2011
J.P. Morgan August 2007 - January 2010
Skills
Collateral Management, OTC derivatives, Client Service, Global Custody, Fund Services, Client Services, Investment Banking, Financial Services, Derivatives, Banking
Education
Bournemouth University 2003 — 2007
Bachelor's degree, Business Studies, 2:1
William Maness's J.P. Morgan Experience February 2013 - April 2013
Job Risk Assurance Associate at PwC
Industry Financial Services
Experience
PwC July 2014 - Present
State Street June 2013 - August 2013
J.P. Morgan February 2013 - April 2013
Northern Light Technology June 2012 - January 2013
Skills
Microsoft Excel, WordPress, Microsoft Office, Social Media, Project Management, Teamwork, DCF Valuation, Visual Basic, Python, HTML, SQL, Text Analytics, PowerPoint, Sales Support, Data Analysis, Economics, Finance, Valuation
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Business Administration and Management, Cum Laude
PwC July 2014 - Present
State Street June 2013 - August 2013
J.P. Morgan February 2013 - April 2013
Northern Light Technology June 2012 - January 2013
Skills
Microsoft Excel, WordPress, Microsoft Office, Social Media, Project Management, Teamwork, DCF Valuation, Visual Basic, Python, HTML, SQL, Text Analytics, PowerPoint, Sales Support, Data Analysis, Economics, Finance, Valuation
Education
Boston University - School of Management 2010 — 2014
Bachelor's Degree, Business Administration and Management, Cum Laude
Robert Matthew de Sousa's J.P. Morgan Experience September 2015 - Present
Job CIB Risk Finance Analyst at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
JPMorgan Chase June 2014 - September 2015
JPMorgan Chase December 2013 - January 2014
JPMorgan Chase June 2013 - September 2013
Santander Bank, N.A. January 2013 - May 2013
Tinari Economics Group (TEG) March 2012 - August 2012
Cable News Network (CNN) January 2010 - August 2010
Skills
Research, International Relations, Political Science, Politics, Diplomacy, Latin American Studies, Spanish, Policy Analysis, Economics, Public Speaking, Microsoft Excel, Bloomberg, Capital IQ, Bloomberg Terminal, Strategy, Policy, Team Leadership, PowerPoint, Stata, Management, Analysis, Data Analysis, Statistics, Qualitative Research, Financial Analysis, Financial Modeling, Quantitative Analytics, Nonprofits, Leadership, Access, Project Management, Valuation, Market Research, Microsoft Office, Proposal Writing, Finance, Corporate Finance, Risk Management, Investments, Teamwork, Microsoft Word
Education
Brandeis International Business School 2012 — 2014
Master's Degree, International Economics & Finance
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2012
non-matriculated, Mathematics
Seton Hall University 2007 — 2011
Bachelor's Degree, International Relations & Diplomacy, Magna Cum Laude
J.P. Morgan September 2015 - Present
JPMorgan Chase June 2014 - September 2015
JPMorgan Chase December 2013 - January 2014
JPMorgan Chase June 2013 - September 2013
Santander Bank, N.A. January 2013 - May 2013
Tinari Economics Group (TEG) March 2012 - August 2012
Cable News Network (CNN) January 2010 - August 2010
Skills
Research, International Relations, Political Science, Politics, Diplomacy, Latin American Studies, Spanish, Policy Analysis, Economics, Public Speaking, Microsoft Excel, Bloomberg, Capital IQ, Bloomberg Terminal, Strategy, Policy, Team Leadership, PowerPoint, Stata, Management, Analysis, Data Analysis, Statistics, Qualitative Research, Financial Analysis, Financial Modeling, Quantitative Analytics, Nonprofits, Leadership, Access, Project Management, Valuation, Market Research, Microsoft Office, Proposal Writing, Finance, Corporate Finance, Risk Management, Investments, Teamwork, Microsoft Word
Education
Brandeis International Business School 2012 — 2014
Master's Degree, International Economics & Finance
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2012
non-matriculated, Mathematics
Seton Hall University 2007 — 2011
Bachelor's Degree, International Relations & Diplomacy, Magna Cum Laude
Betty Ong Betty Ong's J.P. Morgan Experience July 2015 - Present
Job Accounting Analyst at J.P. Morgan
Industry Logistics and Supply Chain
Experience
J.P. Morgan July 2015 - Present
Trascent Management Consulting January 2015 - May 2015
Janssen, Pharmaceutical Research and Development, LLC June 2014 - December 2014
CohnReznick LLP June 2014 - June 2014
PFS Logistics Inc. September 2013 - June 2014
PFS Logistics Inc. August 2013 - September 2013
PFS Logistics Inc. May 2013 - August 2013
CBS Corporation January 2013 - May 2013
Skills
Accounting, Financial Accounting, Invoicing, Due Diligence, Tax, Accounts Payable, Finance, QuickBooks, Financial Statements, General Ledger, Access, Logistics
Education
Rutgers Business School 2012 — 2015
Bachelor of Science (BS), Major in Accounting, 3.73
Brandeis University 2010 — 2012
J.P. Morgan July 2015 - Present
Trascent Management Consulting January 2015 - May 2015
Janssen, Pharmaceutical Research and Development, LLC June 2014 - December 2014
CohnReznick LLP June 2014 - June 2014
PFS Logistics Inc. September 2013 - June 2014
PFS Logistics Inc. August 2013 - September 2013
PFS Logistics Inc. May 2013 - August 2013
CBS Corporation January 2013 - May 2013
Skills
Accounting, Financial Accounting, Invoicing, Due Diligence, Tax, Accounts Payable, Finance, QuickBooks, Financial Statements, General Ledger, Access, Logistics
Education
Rutgers Business School 2012 — 2015
Bachelor of Science (BS), Major in Accounting, 3.73
Brandeis University 2010 — 2012
Alexandra Hough's J.P. Morgan Experience July 2013 - August 2013
Job Private Wealth Management Intern at Merrill Lynch
Industry
Experience
EY Business Development Summer AnalystHSBC Global Banking and MarketsJune 2014 - August 2014
Merrill Lynch February 2014 - May 2014
J.P. Morgan July 2013 - August 2013
Africa International Advisors November 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science (BS), Business Administration
Boston University Questrom School of Business 2010 — 2015
Bachelor of Science (B.S.), Finance
EY Business Development Summer AnalystHSBC Global Banking and MarketsJune 2014 - August 2014
Merrill Lynch February 2014 - May 2014
J.P. Morgan July 2013 - August 2013
Africa International Advisors November 2010 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Java, HTML, Windows, Event Planning, Time Management
Education
Boston University - School of Management 2011 — 2015
Bachelor of Science (BS), Business Administration
Boston University Questrom School of Business 2010 — 2015
Bachelor of Science (B.S.), Finance
Mariel Persichilli's J.P. Morgan Experience June 2014 - Present
Job Business Analyst J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
Museum of Fine Arts, Boston June 2013 - December 2013
Royal College of Art February 2013 - April 2013
Huntington Theatre Company March 2011 - January 2013
The Museum of Modern Art June 2012 - September 2012
Skills
Cross-functional Team..., Microsoft Office, Data Analysis, Financial Accounting, Microsoft Excel, Business Analysis, Microsoft Word, Customer Service, PowerPoint, Raiser's Edge, Teamwork, Professional Writing, Enterprise Software, Papervision, Windows, Outlook, Fundraising, Drafting Correspondence, Data Entry, Project Finance, Corporate Finance, Business Strategy
Education
Boston University - School of Management 2010 — 2014
BSBA - Magna Cum Laude, Business Administration and Management, Finance
Carmel High School 2006 — 2010
J.P. Morgan June 2014 - Present
Museum of Fine Arts, Boston June 2013 - December 2013
Royal College of Art February 2013 - April 2013
Huntington Theatre Company March 2011 - January 2013
The Museum of Modern Art June 2012 - September 2012
Skills
Cross-functional Team..., Microsoft Office, Data Analysis, Financial Accounting, Microsoft Excel, Business Analysis, Microsoft Word, Customer Service, PowerPoint, Raiser's Edge, Teamwork, Professional Writing, Enterprise Software, Papervision, Windows, Outlook, Fundraising, Drafting Correspondence, Data Entry, Project Finance, Corporate Finance, Business Strategy
Education
Boston University - School of Management 2010 — 2014
BSBA - Magna Cum Laude, Business Administration and Management, Finance
Carmel High School 2006 — 2010
James Stoll James Stoll's J.P. Morgan Experience January 2011 - December 2011
Job Assistant Vice President International Tax at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2013 - Present
Wellington Management January 2012 - Present
J.P. Morgan January 2011 - December 2011
J.P. Morgan September 2008 - December 2010
Law Offices of Gerald A. Phelps May 2005 - September 2008
Skills
Partnership Taxation, Tax, Tax Accounting, Financial Analysis, Accounting, Financial Accounting, Tax Research, Microsoft Excel, Bloomberg, International Tax, Equities, Fixed Income, Derivatives, Microsoft Office, Corporate Tax, Tax Law
Education
Boston University School of Law
LLM, taxation
New England Law Boston
J.D., Taxation and Business
Wheaton College, Illinois
B.A., Psychology and Philosophy
Wellington Management June 2013 - Present
Wellington Management January 2012 - Present
J.P. Morgan January 2011 - December 2011
J.P. Morgan September 2008 - December 2010
Law Offices of Gerald A. Phelps May 2005 - September 2008
Skills
Partnership Taxation, Tax, Tax Accounting, Financial Analysis, Accounting, Financial Accounting, Tax Research, Microsoft Excel, Bloomberg, International Tax, Equities, Fixed Income, Derivatives, Microsoft Office, Corporate Tax, Tax Law
Education
Boston University School of Law
LLM, taxation
New England Law Boston
J.D., Taxation and Business
Wheaton College, Illinois
B.A., Psychology and Philosophy
Erin Keller Erin Keller's J.P. Morgan Experience March 2011 - November 2011
Job Treasury Sales Officer at Wintrust Financial
Industry Financial Services
Experience
Wintrust Financial November 2011 - Present
J.P. Morgan March 2011 - November 2011
J.P. Morgan July 2009 - March 2011
Skills
Sales, Treasury, Creative Solutions, Multi Tasking, Customer Retention, Dependable Team Player, Resourceful..., Product Knowledge, Customer Service, Goal Oriented, Team Leadership, domestic and..., Sales Presentations, Commercial Banking, Cash Management, Banking, Portfolio Management
Education
Bradley University 1999 — 2002
Bachlelor of Science, Business Accounting
Saint Mary's University of Minnesota 1998 — 1999
Wintrust Financial November 2011 - Present
J.P. Morgan March 2011 - November 2011
J.P. Morgan July 2009 - March 2011
Skills
Sales, Treasury, Creative Solutions, Multi Tasking, Customer Retention, Dependable Team Player, Resourceful..., Product Knowledge, Customer Service, Goal Oriented, Team Leadership, domestic and..., Sales Presentations, Commercial Banking, Cash Management, Banking, Portfolio Management
Education
Bradley University 1999 — 2002
Bachlelor of Science, Business Accounting
Saint Mary's University of Minnesota 1998 — 1999
Adam Hyman Adam Hyman's J.P. Morgan Experience June 2011 - February 2013
Job Director at Bank of America
Industry Banking
Experience
Bank of America March 2013 - Present
J.P. Morgan June 2011 - February 2013
Governors Action Team October 2006 - May 2010
MAJESTIC PROPERTIES April 2005 - May 2006
Silver Hill Financial February 2004 - April 2005
Skills
Finance, Investments, Banking, Real Estate, Credit, Commercial Real Estate, Portfolio Management, Asset Managment, Asset Management, Analysis, Series 7, Series 66, Business Strategy
Education
University of Miami - School of Business 2000 — 2002
M.B.A, Corporate Finance
Brandeis University 1993 — 1997
B.A, American Studies, Economics
Bank of America March 2013 - Present
J.P. Morgan June 2011 - February 2013
Governors Action Team October 2006 - May 2010
MAJESTIC PROPERTIES April 2005 - May 2006
Silver Hill Financial February 2004 - April 2005
Skills
Finance, Investments, Banking, Real Estate, Credit, Commercial Real Estate, Portfolio Management, Asset Managment, Asset Management, Analysis, Series 7, Series 66, Business Strategy
Education
University of Miami - School of Business 2000 — 2002
M.B.A, Corporate Finance
Brandeis University 1993 — 1997
B.A, American Studies, Economics
Kathleen Graffam Kathleen Graffam's J.P. Morgan Experience September 1987 - May 2014
Job Customer Service Manager at J.P. Morgan Retired
Industry Financial Services
Experience
J.P. Morgan September 1987 - May 2014
Continental Bank September 1979 - September 1987
Skills
Financial Services, Banking, Operations Management, Customer Service, Customer Experience, Mutual Funds, Portfolio Management, Credit Cards, Cross Selling, Consumer Lending, Budgets
Education
Bradley University 1966 — 1971
Bachelor of Arts (B.A.), MA Psychology
J.P. Morgan September 1987 - May 2014
Continental Bank September 1979 - September 1987
Skills
Financial Services, Banking, Operations Management, Customer Service, Customer Experience, Mutual Funds, Portfolio Management, Credit Cards, Cross Selling, Consumer Lending, Budgets
Education
Bradley University 1966 — 1971
Bachelor of Arts (B.A.), MA Psychology
Alex Linhart Alex Linhart's J.P. Morgan Experience April 2009 - February 2011
Job Senior Account Executive
Industry Computer Software
Experience
Yext 2014 - Present
ML International September 2014 - Present
3235 Cambridge Avenue Partners February 2015 - Present
Cantor Fitzgerald 2011 - August 2014
J.P. Morgan April 2009 - February 2011
J.P. Morgan June 2006 - April 2009
Skills
Capital Markets, Investments, Bloomberg, Investment Banking, Financial Modeling, Fixed Income, Series 7, Hedge Funds, Derivatives, Series 63, Trading, Geomarketing, Online Marketing, Digital Marketing
Education
Bowdoin College 2002 — 2006
Bachelor of Arts (B.A.), Economics and Government
Yext 2014 - Present
ML International September 2014 - Present
3235 Cambridge Avenue Partners February 2015 - Present
Cantor Fitzgerald 2011 - August 2014
J.P. Morgan April 2009 - February 2011
J.P. Morgan June 2006 - April 2009
Skills
Capital Markets, Investments, Bloomberg, Investment Banking, Financial Modeling, Fixed Income, Series 7, Hedge Funds, Derivatives, Series 63, Trading, Geomarketing, Online Marketing, Digital Marketing
Education
Bowdoin College 2002 — 2006
Bachelor of Arts (B.A.), Economics and Government
Michael Cummings Michael Cummings's J.P. Morgan Experience June 2012 - June 2014
Job Investment Associate at ABRY Partners
Industry Venture Capital & Private Equity
Experience
ABRY Partners August 2014 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Compass Ion Advisors, LLC June 2010 - August 2010
Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking
Education
Bowdoin College 2008 — 2012
B.A., Mathematics
Shead High School 2004 — 2008
ABRY Partners August 2014 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Compass Ion Advisors, LLC June 2010 - August 2010
Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking
Education
Bowdoin College 2008 — 2012
B.A., Mathematics
Shead High School 2004 — 2008
James Moriarty's J.P. Morgan Experience January 2014 - Present
Job Vice President Cash Equities Client Service at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan January 2011 - December 2013
J.P. Morgan February 2009 - December 2011
JPMorgan Chase August 2007 - February 2009
JPMorgan Chase June 2006 - August 2006
Skills
Equities, Operations Management, Business Analysis, Project Management, Process Engineering, Process Improvement, Middle Office, Risk Management, Electronic Trading, Capital Markets, Financial Analysis, Settlement, Trading
Education
Boston University - School of Management 2003 — 2007
B.A., Business Administration; Concentration in Operations Management
J.P. Morgan January 2014 - Present
J.P. Morgan January 2011 - December 2013
J.P. Morgan February 2009 - December 2011
JPMorgan Chase August 2007 - February 2009
JPMorgan Chase June 2006 - August 2006
Skills
Equities, Operations Management, Business Analysis, Project Management, Process Engineering, Process Improvement, Middle Office, Risk Management, Electronic Trading, Capital Markets, Financial Analysis, Settlement, Trading
Education
Boston University - School of Management 2003 — 2007
B.A., Business Administration; Concentration in Operations Management
Brandon Capaccio Brandon Capaccio's J.P. Morgan Experience May 2014 - Present
Job Sr Training Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Independent September 2011 - Present
J.P. Morgan April 2013 - April 2014
Morgan Stanley Smith Barney May 2010 - August 2011
Capaccio Brothers January 2002 - December 2009
Skills
Technical Analysis, Trading, Trading Strategies, Stock Picking, Sector Analysis, Price Forecasting, Day Trading, Momentum Trading, S&P, Value Investing, Special Situations..., Equity Research, Industry Research, Best Execution, US Equities, Equity Indices, Metastock, Trading Psychology, Money Management, Analysis, Finance, Risk Management, Investments, Strategy, Series 7, Leadership, Portfolio Management, Equities, Customer Service, Financial Services
Education
Bradley University 1997 — 2001
BS, Marketing
lake Zurich High School
J.P. Morgan May 2014 - Present
Independent September 2011 - Present
J.P. Morgan April 2013 - April 2014
Morgan Stanley Smith Barney May 2010 - August 2011
Capaccio Brothers January 2002 - December 2009
Skills
Technical Analysis, Trading, Trading Strategies, Stock Picking, Sector Analysis, Price Forecasting, Day Trading, Momentum Trading, S&P, Value Investing, Special Situations..., Equity Research, Industry Research, Best Execution, US Equities, Equity Indices, Metastock, Trading Psychology, Money Management, Analysis, Finance, Risk Management, Investments, Strategy, Series 7, Leadership, Portfolio Management, Equities, Customer Service, Financial Services
Education
Bradley University 1997 — 2001
BS, Marketing
lake Zurich High School
Gerry Haines Gerry Haines's J.P. Morgan Experience 1985 - 1987
Job EVP, Chief Financial Officer & Treasurer at Mercury Systems
Industry Executive Office
Experience
Mercury Systems September 2014 - Present
Mercury Systems July 2010 - August 2014
Verenium Corporation January 2008 - August 2010
Enterasys Networks, Inc. 2000 - 2006
Applied Extrusion Technologies 1995 - 2000
Choate, Hall & Stewart 1990 - 1995
J.P. Morgan 1985 - 1987
Skills
M&A experience, Corporate Finance, Investor Relations, Mergers, Restructuring, Corporate Development, IPO, Strategy Development, Divestitures, Acquisition Integration, Strategic Partnerships, Corporate Governance, Strategic Planning, Negotiation, Strategy, Mergers & Acquisitions, Start-ups, Intellectual Property, Business Development, Business Strategy, Corporate Law, Venture Capital, Due Diligence, Executive Management, Management, Licensing, Joint Ventures, Acquisitions, Leadership, Strategic Alliances
Education
Cornell Law School 1987 — 1990
Juris Doctor, Law
Boston University Questrom School of Business 1981 — 1985
B.S., magna cum laude, Business
Mercury Systems September 2014 - Present
Mercury Systems July 2010 - August 2014
Verenium Corporation January 2008 - August 2010
Enterasys Networks, Inc. 2000 - 2006
Applied Extrusion Technologies 1995 - 2000
Choate, Hall & Stewart 1990 - 1995
J.P. Morgan 1985 - 1987
Skills
M&A experience, Corporate Finance, Investor Relations, Mergers, Restructuring, Corporate Development, IPO, Strategy Development, Divestitures, Acquisition Integration, Strategic Partnerships, Corporate Governance, Strategic Planning, Negotiation, Strategy, Mergers & Acquisitions, Start-ups, Intellectual Property, Business Development, Business Strategy, Corporate Law, Venture Capital, Due Diligence, Executive Management, Management, Licensing, Joint Ventures, Acquisitions, Leadership, Strategic Alliances
Education
Cornell Law School 1987 — 1990
Juris Doctor, Law
Boston University Questrom School of Business 1981 — 1985
B.S., magna cum laude, Business
Erik Hoberg Erik Hoberg's J.P. Morgan Experience March 2012 - Present
Job Assistant Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2012 - Present
JPMorgan April 2009 - February 2012
State Street Bank February 2006 - February 2009
Investors Bank & Trust March 2004 - February 2006
Investors Bank & Trust April 2001 - March 2004
Investors Bank & Trust October 2000 - April 2001
John Hancock November 1999 - October 2000
Investors Bank & Trust July 1998 - November 1999
Skills
Securities, Banking, Financial Services, Analysis, Fixed Income, Project Planning, Management, Mutual Funds, Strategy, Accounting, Equities, Training, Investments
Education
Boston University Questrom School of Business 2003 — 2006
Masters of Business Administration, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Bachelor of Science, Business Administration
J.P. Morgan March 2012 - Present
JPMorgan April 2009 - February 2012
State Street Bank February 2006 - February 2009
Investors Bank & Trust March 2004 - February 2006
Investors Bank & Trust April 2001 - March 2004
Investors Bank & Trust October 2000 - April 2001
John Hancock November 1999 - October 2000
Investors Bank & Trust July 1998 - November 1999
Skills
Securities, Banking, Financial Services, Analysis, Fixed Income, Project Planning, Management, Mutual Funds, Strategy, Accounting, Equities, Training, Investments
Education
Boston University Questrom School of Business 2003 — 2006
Masters of Business Administration, Business Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1994 — 1998
Bachelor of Science, Business Administration
Feng Ding's J.P. Morgan Experience 1995 - 1998
Job VP/Senior Product Manager, Templeton Emerging Markets at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments 2010 - Present
AXA Rosenberg 2007 - 2010
American Century 2004 - 2007
Barclays Global Investors 1998 - 2004
J.P. Morgan 1995 - 1998
Education
Bowdoin College
BA, Major: Economics. Minor: Computer Science.
Franklin Templeton Investments 2010 - Present
AXA Rosenberg 2007 - 2010
American Century 2004 - 2007
Barclays Global Investors 1998 - 2004
J.P. Morgan 1995 - 1998
Education
Bowdoin College
BA, Major: Economics. Minor: Computer Science.
Matthew Bouley Matthew Bouley's J.P. Morgan Experience October 2012 - March 2013
Job Equity Research Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
RBC Capital Markets July 2013 - May 2015
NYU Stern School of Business August 2011 - May 2013
J.P. Morgan October 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
Thomson Reuters July 2006 - July 2011
J.P. Morgan Chase & Co. February 2005 - April 2005
Skills
Financial Modeling, Valuation, Investments, Portfolio Management, Capital Markets, Finance, Strategy, Equity Research, Analysis, Investment Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Accounting, Strategy
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance
Credit Suisse May 2015 - Present
RBC Capital Markets July 2013 - May 2015
NYU Stern School of Business August 2011 - May 2013
J.P. Morgan October 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
Thomson Reuters July 2006 - July 2011
J.P. Morgan Chase & Co. February 2005 - April 2005
Skills
Financial Modeling, Valuation, Investments, Portfolio Management, Capital Markets, Finance, Strategy, Equity Research, Analysis, Investment Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Accounting, Strategy
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance
Rebecca Kalinowski's J.P. Morgan Experience September 2013 - Present
Job Business Manager Global Capital Advisory Practice at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
J.P. Morgan July 2013 - Present
JP Morgan July 2010 - June 2013
Brandeis University May 2009 - May 2010
ISM September 2008 - January 2009
Nelson Schmidt February 2008 - August 2008
Metropolitan Builders Association June 2003 - January 2008
Skills
Marketing Strategy, Market Research, Strategic Planning, Marketing, Management, Marketing Communications, Strategy, Social Media, Business Strategy, Budgets, Analysis, Entrepreneurship, Data Analysis, Research, Account Management, Public Relations, Time Management, Competitive Analysis, Analytics, Investments, Financial Analysis
Education
Brandeis International Business School 2008 — 2010
MBA, International Business and Marketing
ESSEC Business School 2009 — 2009
MBA Exchange, Brand Management
Carroll University 2004 — 2008
Bachelors, Business Administration and International Relations
Huron University 2007 — 2007
Study Abroad, Marketing
J.P. Morgan September 2013 - Present
J.P. Morgan July 2013 - Present
JP Morgan July 2010 - June 2013
Brandeis University May 2009 - May 2010
ISM September 2008 - January 2009
Nelson Schmidt February 2008 - August 2008
Metropolitan Builders Association June 2003 - January 2008
Skills
Marketing Strategy, Market Research, Strategic Planning, Marketing, Management, Marketing Communications, Strategy, Social Media, Business Strategy, Budgets, Analysis, Entrepreneurship, Data Analysis, Research, Account Management, Public Relations, Time Management, Competitive Analysis, Analytics, Investments, Financial Analysis
Education
Brandeis International Business School 2008 — 2010
MBA, International Business and Marketing
ESSEC Business School 2009 — 2009
MBA Exchange, Brand Management
Carroll University 2004 — 2008
Bachelors, Business Administration and International Relations
Huron University 2007 — 2007
Study Abroad, Marketing
Jonathan Horowitz's J.P. Morgan Experience January 2014 - Present
Job Vice President & Program Officer at J.P. Morgan
Industry Philanthropy
Experience
J.P. Morgan January 2014 - Present
JP Morgan July 2010 - January 2014
Jewish Funders Network June 2009 - October 2010
Jewish Funders Network June 2008 - June 2009
Jewish Funders Network July 2007 - June 2008
Hillel: The Foundation for Jewish Campus Life June 2006 - June 2007
Skills
Philanthropy, Grants, Non-profits, Program Development, Fundraising, Volunteer Management, Grant Writing, Program Management, Program Facilitation, Leadership Development, Non-profit Consulting, Capacity Building, Research, Nonprofits, Strategic Planning, Organizational..., Proposal Writing, Editing
Education
New York University 2011 — 2013
Master of Public Administration (MPA)
Brandeis University 2002 — 2006
BA, Cum Laude
J.P. Morgan January 2014 - Present
JP Morgan July 2010 - January 2014
Jewish Funders Network June 2009 - October 2010
Jewish Funders Network June 2008 - June 2009
Jewish Funders Network July 2007 - June 2008
Hillel: The Foundation for Jewish Campus Life June 2006 - June 2007
Skills
Philanthropy, Grants, Non-profits, Program Development, Fundraising, Volunteer Management, Grant Writing, Program Management, Program Facilitation, Leadership Development, Non-profit Consulting, Capacity Building, Research, Nonprofits, Strategic Planning, Organizational..., Proposal Writing, Editing
Education
New York University 2011 — 2013
Master of Public Administration (MPA)
Brandeis University 2002 — 2006
BA, Cum Laude
Jennifer Workman's J.P. Morgan Experience February 2008 - March 2012
Job Project Manager
Industry Financial Services
Experience
J.P. Morgan February 2008 - March 2012
Citi Group July 2006 - February 2008
BISYS January 1996 - July 2006
Skills
Transfer Agency, Mutual Funds, Business Requirements, Vendor Management, Risk Management, SDLC, Requirements Gathering, Business Analysis, Process Improvement
Education
Bowling Green State University 1986 — 1990
Bachelor of Science (B.S.), Accounting and Finance
J.P. Morgan February 2008 - March 2012
Citi Group July 2006 - February 2008
BISYS January 1996 - July 2006
Skills
Transfer Agency, Mutual Funds, Business Requirements, Vendor Management, Risk Management, SDLC, Requirements Gathering, Business Analysis, Process Improvement
Education
Bowling Green State University 1986 — 1990
Bachelor of Science (B.S.), Accounting and Finance
Jon Stolarik's J.P. Morgan Experience 2004 - 2006
Job Director Finance & Accounting Operations at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co. February 2009 - Present
Arthur J. Gallagher May 2006 - February 2009
J.P. Morgan 2004 - 2006
Motorola 2001 - 2003
Skills
Insurance, Process Improvement, Strategic Planning, Leadership, Risk Management, Team Building, Due Diligence, Project Management, Business Strategy, Underwriting, Business Process..., Mergers & Acquisitions, CRM, Business Analysis, Executive Management, Financial Modeling, Analysis, Enterprise Risk..., Property & Casualty..., Forecasting, Budgets, Program Management, Professional Liability, Business Development, Financial Reporting, Vendor Management, Financial Risk, Strategy, Change Management, Business Planning, Accounting, Employee Benefits, Commercial Insurance, Banking, Operations Management, Negotiation, Legal Liability, Management Consulting
Education
University of Illinois at Chicago 1990 — 1992
Master of Business Administration (MBA), Finance & Strategic Management
Bradley University 1986 — 1990
BS, Business Management
Arthur J. Gallagher & Co. February 2009 - Present
Arthur J. Gallagher May 2006 - February 2009
J.P. Morgan 2004 - 2006
Motorola 2001 - 2003
Skills
Insurance, Process Improvement, Strategic Planning, Leadership, Risk Management, Team Building, Due Diligence, Project Management, Business Strategy, Underwriting, Business Process..., Mergers & Acquisitions, CRM, Business Analysis, Executive Management, Financial Modeling, Analysis, Enterprise Risk..., Property & Casualty..., Forecasting, Budgets, Program Management, Professional Liability, Business Development, Financial Reporting, Vendor Management, Financial Risk, Strategy, Change Management, Business Planning, Accounting, Employee Benefits, Commercial Insurance, Banking, Operations Management, Negotiation, Legal Liability, Management Consulting
Education
University of Illinois at Chicago 1990 — 1992
Master of Business Administration (MBA), Finance & Strategic Management
Bradley University 1986 — 1990
BS, Business Management
Benjamin Rosen's J.P. Morgan Experience June 2011 - August 2011
Job Manager Financial Planning & Analysis at News Corp
Industry Investment Management
Experience
News Corp August 2014 - August 2015
Avon August 2012 - August 2014
J.P. Morgan June 2011 - August 2011
MJX Asset Management July 2007 - June 2010
Soundpoint Capital 2010 - 2010
Foreign Credit Insurance Association June 2006 - August 2006
American Jewish Committee June 2004 - August 2004
Skills
Bloomberg, Structured Finance, Financial Modeling, Valuation, Portfolio Management, Finance, Investments, Asset Management, Credit, Banking, Hedge Funds, Strategic Financial..., Analysis, Trading, Financial Risk, Economics, Equity Valuation
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance
Bowdoin College 2003 — 2007
BA, Economics and Government
The London School of Economics and Political Science (LSE) 2005 — 2006
Cincinnati Country Day School
News Corp August 2014 - August 2015
Avon August 2012 - August 2014
J.P. Morgan June 2011 - August 2011
MJX Asset Management July 2007 - June 2010
Soundpoint Capital 2010 - 2010
Foreign Credit Insurance Association June 2006 - August 2006
American Jewish Committee June 2004 - August 2004
Skills
Bloomberg, Structured Finance, Financial Modeling, Valuation, Portfolio Management, Finance, Investments, Asset Management, Credit, Banking, Hedge Funds, Strategic Financial..., Analysis, Trading, Financial Risk, Economics, Equity Valuation
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance
Bowdoin College 2003 — 2007
BA, Economics and Government
The London School of Economics and Political Science (LSE) 2005 — 2006
Cincinnati Country Day School
Katherine Saeli's J.P. Morgan Experience July 2009 - March 2012
Job Investment Associate at Windhorse Capital Management
Industry Financial Services
Experience
Windhorse Capital Management March 2012 - Present
J.P. Morgan July 2009 - March 2012
UBS Wealth Management June 2008 - August 2008
Skills
Relationship Management, Market Research, Sales, Bloomberg, Hedge Funds, Financial Modeling
Education
Bowdoin College 2005 — 2009
Noble and Greenough 2001 — 2005
Park School
Windhorse Capital Management March 2012 - Present
J.P. Morgan July 2009 - March 2012
UBS Wealth Management June 2008 - August 2008
Skills
Relationship Management, Market Research, Sales, Bloomberg, Hedge Funds, Financial Modeling
Education
Bowdoin College 2005 — 2009
Noble and Greenough 2001 — 2005
Park School
Conrad Bowman's J.P. Morgan Experience June 2007 - December 2010
Job Digital Analytics Manager at Scotts MiracleGro
Industry Consumer Goods
Experience
The Scotts Miracle-Gro Company February 2014 - Present
JPMorgan Chase October 2011 - January 2014
JPMorgan Asset Management January 2011 - December 2011
J.P. Morgan June 2007 - December 2010
J.P. Morgan November 2005 - May 2007
Cooper Tire & Rubber Company May 2004 - November 2005
Cooper Tire & Rubber Company May 2004 - November 2005
Skills
Dashboards, Dashboard, Data Warehousing, Business Objects, Business Intelligence, Oracle, Databases, Database Design, Informatica, Management, Analytics, Data Modeling, Hyperion Enterprise, Web Analytics, Digital Marketing, Toad, Business Analytics, Strategy
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, strategy and investment management
Bowling Green State University 2001 — 2004
BS, Computer Science
The Scotts Miracle-Gro Company February 2014 - Present
JPMorgan Chase October 2011 - January 2014
JPMorgan Asset Management January 2011 - December 2011
J.P. Morgan June 2007 - December 2010
J.P. Morgan November 2005 - May 2007
Cooper Tire & Rubber Company May 2004 - November 2005
Cooper Tire & Rubber Company May 2004 - November 2005
Skills
Dashboards, Dashboard, Data Warehousing, Business Objects, Business Intelligence, Oracle, Databases, Database Design, Informatica, Management, Analytics, Data Modeling, Hyperion Enterprise, Web Analytics, Digital Marketing, Toad, Business Analytics, Strategy
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, strategy and investment management
Bowling Green State University 2001 — 2004
BS, Computer Science
Jonathan Schwarz's J.P. Morgan Experience February 2009 - December 2010
Job Supervisor at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance July 2014 - Present
JPMorgan Chase January 2013 - July 2014
JPMorgan Chase January 2010 - December 2012
J.P. Morgan February 2009 - December 2010
J.P. Morgan April 2007 - February 2009
J.P. Morgan January 2006 - April 2007
State Street Bank May 2004 - December 2005
Skills
Fund Accounting, Mutual Funds, Equities, Derivatives, Internal Controls, Auditing, Corporate Actions, Microsoft Excel, Swaps, Fund Of Funds, Hedge Funds, Bloomberg, Process Improvement, Fixed Income, Alternative Investments, Securities, Hedge Accounting, Bonds, Valuation, Project Management, Account Reconciliation, Accounting, Financial Services, Global Custody, Team Leadership, Team Management, Bloomberg Terminal, Management, Leadership, Operations Management
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science, Business Administration; Finance
Newark Academy 1996 — 2000
Liberty Mutual Insurance July 2014 - Present
JPMorgan Chase January 2013 - July 2014
JPMorgan Chase January 2010 - December 2012
J.P. Morgan February 2009 - December 2010
J.P. Morgan April 2007 - February 2009
J.P. Morgan January 2006 - April 2007
State Street Bank May 2004 - December 2005
Skills
Fund Accounting, Mutual Funds, Equities, Derivatives, Internal Controls, Auditing, Corporate Actions, Microsoft Excel, Swaps, Fund Of Funds, Hedge Funds, Bloomberg, Process Improvement, Fixed Income, Alternative Investments, Securities, Hedge Accounting, Bonds, Valuation, Project Management, Account Reconciliation, Accounting, Financial Services, Global Custody, Team Leadership, Team Management, Bloomberg Terminal, Management, Leadership, Operations Management
Education
Boston University - School of Management 2000 — 2004
Bachelor of Science, Business Administration; Finance
Newark Academy 1996 — 2000
Kirk Stobinski's J.P. Morgan Experience January 2009 - Present
Job ITIL Certified Incident Mgr: DesignBuildImplement IT solutions for App. Developers in Manufacturing & Banking
Industry Financial Services
Experience
J.P. Morgan January 2009 - Present
JPMorgan September 2008 - January 2010
Blood and Thunder Magazine 2008 - 2010
J.P. Morgan September 2006 - September 2008
JPMorgan Chase April 2005 - September 2006
Owens Corning Fiberglas January 1998 - November 2005
COMSYS November 2004 - April 2005
Skills
Incident Management, Change Management, Management, Team Leadership, Vendor Management, Disaster Recovery, Batch Processing, Business Analysis, IT Strategy, Process Improvement, Program Management, Risk Management, Enterprise Architecture, SAP, Software Documentation, Problem Management, Business Process..., Troubleshooting, Photoshop, Photography, Manufacturing, Quality Assurance, User Acceptance Testing
Education
Bowling Green State University 1995 — 2000
Bachelor of Science (B.S.), Information Technology
Western Kentucky University 1992 — 1995
Photojournalism
J.P. Morgan January 2009 - Present
JPMorgan September 2008 - January 2010
Blood and Thunder Magazine 2008 - 2010
J.P. Morgan September 2006 - September 2008
JPMorgan Chase April 2005 - September 2006
Owens Corning Fiberglas January 1998 - November 2005
COMSYS November 2004 - April 2005
Skills
Incident Management, Change Management, Management, Team Leadership, Vendor Management, Disaster Recovery, Batch Processing, Business Analysis, IT Strategy, Process Improvement, Program Management, Risk Management, Enterprise Architecture, SAP, Software Documentation, Problem Management, Business Process..., Troubleshooting, Photoshop, Photography, Manufacturing, Quality Assurance, User Acceptance Testing
Education
Bowling Green State University 1995 — 2000
Bachelor of Science (B.S.), Information Technology
Western Kentucky University 1992 — 1995
Photojournalism
Katherine Santiago's J.P. Morgan Experience August 2011 - June 2015
Job Executive Director, Quantitative Research
Industry Financial Services
Experience
JPMorgan January 2005 - Present
J.P. Morgan August 2011 - June 2015
Skills
Asset Allocation, Global Tactical Asset..., Portfolio Management, Alternative Beta, Merger Arbitrage, Target Date Investing, Arbitrage, Alternative Investments, Quantitative Analytics, Quantitative Finance, Investments, Bloomberg, Capital Markets, Investment Management
Education
New York University 2003 — 2005
M.S., Mathematics in Finance
Bowdoin College 1999 — 2003
B.S., Mathematics
JPMorgan January 2005 - Present
J.P. Morgan August 2011 - June 2015
Skills
Asset Allocation, Global Tactical Asset..., Portfolio Management, Alternative Beta, Merger Arbitrage, Target Date Investing, Arbitrage, Alternative Investments, Quantitative Analytics, Quantitative Finance, Investments, Bloomberg, Capital Markets, Investment Management
Education
New York University 2003 — 2005
M.S., Mathematics in Finance
Bowdoin College 1999 — 2003
B.S., Mathematics
Deborah Finkelsztein's J.P. Morgan Experience 2006 - August 2013
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
J.P. Morgan 2006 - August 2013
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Brandeis University 2002 — 2006
J.P. Morgan 2006 - August 2013
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Brandeis University 2002 — 2006
George O. Martinez's J.P. Morgan Experience January 2011 - May 2013
Job Fund Administration l Legal l Compliance l Corporate Governance l SEC
Industry Investment Management
Experience
BNP Paribas May 2013 - Present
J.P. Morgan January 2011 - May 2013
J.P. Morgan December 2007 - December 2010
Citi 2002 - December 2007
FundWatchDog LLC 2001 - 2003
State Street Corporation 2000 - 2001
Arthur Andersen & Co. 1998 - 2000
BISYS Fund Services 1995 - 1998
AllianceBernstein 1988 - 1995
U.S. Securities and Exchange Commission 1985 - 1988
Skills
Fund Administration, Securities, Mutual Funds, Hedge Funds, Investment Management, Alternative Investments, Financial Services, Asset Management, Securities Regulation, Asset Managment, FINRA, Due Diligence, Private Equity, Risk Management, Corporate Governance, Investments
Education
Georgetown University Law Center 1985 — 1989
LLM, Securities Regulation
Boston University School of Law 1981 — 1984
J.D., Law
John Carroll University 1977 — 1981
Bachelor's Degree, Political Science
BNP Paribas May 2013 - Present
J.P. Morgan January 2011 - May 2013
J.P. Morgan December 2007 - December 2010
Citi 2002 - December 2007
FundWatchDog LLC 2001 - 2003
State Street Corporation 2000 - 2001
Arthur Andersen & Co. 1998 - 2000
BISYS Fund Services 1995 - 1998
AllianceBernstein 1988 - 1995
U.S. Securities and Exchange Commission 1985 - 1988
Skills
Fund Administration, Securities, Mutual Funds, Hedge Funds, Investment Management, Alternative Investments, Financial Services, Asset Management, Securities Regulation, Asset Managment, FINRA, Due Diligence, Private Equity, Risk Management, Corporate Governance, Investments
Education
Georgetown University Law Center 1985 — 1989
LLM, Securities Regulation
Boston University School of Law 1981 — 1984
J.D., Law
John Carroll University 1977 — 1981
Bachelor's Degree, Political Science
Josh Sockrider's J.P. Morgan Experience May 2014 - Present
Job Risk analyst II at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Citi Fund Services February 2010 - May 2014
Citi Fund Services October 2007 - February 2010
Northwestern Mutual Financial Network February 2002 - October 2007
Charles Schwab June 2000 - August 2001
Skills
Securities Regulation, Procedure Analysis, Process Improvement, Series 7, FINRA, Investments, Securities, Risk Management, Financial Risk, Mutual Funds, Sales, Equities, Insurance, Banking, Leadership, registered hedge funds, Alternative Investments, Relationship Management, Financial Services
Education
Franklin University 2010 — 2011
Master of Business Administration, MBA
Bowling Green State University 1995 — 1999
BSBA, Finance and Ineternational Business
J.P. Morgan May 2014 - Present
Citi Fund Services February 2010 - May 2014
Citi Fund Services October 2007 - February 2010
Northwestern Mutual Financial Network February 2002 - October 2007
Charles Schwab June 2000 - August 2001
Skills
Securities Regulation, Procedure Analysis, Process Improvement, Series 7, FINRA, Investments, Securities, Risk Management, Financial Risk, Mutual Funds, Sales, Equities, Insurance, Banking, Leadership, registered hedge funds, Alternative Investments, Relationship Management, Financial Services
Education
Franklin University 2010 — 2011
Master of Business Administration, MBA
Bowling Green State University 1995 — 1999
BSBA, Finance and Ineternational Business
Craig Rosoff's J.P. Morgan Experience July 2013 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Cornell University August 2011 - May 2013
Bank of America Merrill Lynch January 2009 - July 2011
Merrill Lynch April 2007 - December 2008
Wachovia October 2004 - April 2007
Skills
Valuation, Bloomberg, Portfolio Management, Debt, Credit Risk, Derivatives, Credit, Risk Management, Corporate Finance, Financial Analysis, Credit Analysis, Underwriting
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance - Investment Banking
Boston University - School of Management 2001 — 2004
Bachelor of Science in Business Administration, Finance & Economics
Rye Country Day 1997 — 2001
High School Diploma
J.P. Morgan July 2013 - Present
Cornell University August 2011 - May 2013
Bank of America Merrill Lynch January 2009 - July 2011
Merrill Lynch April 2007 - December 2008
Wachovia October 2004 - April 2007
Skills
Valuation, Bloomberg, Portfolio Management, Debt, Credit Risk, Derivatives, Credit, Risk Management, Corporate Finance, Financial Analysis, Credit Analysis, Underwriting
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance - Investment Banking
Boston University - School of Management 2001 — 2004
Bachelor of Science in Business Administration, Finance & Economics
Rye Country Day 1997 — 2001
High School Diploma
Rachel Gilbert's J.P. Morgan Experience December 2010 - October 2011
Job Freelance Marketing Consultant
Industry Marketing and Advertising
Experience
JPMorgan Chase October 2011 - May 2013
J.P. Morgan December 2010 - October 2011
J.P. Morgan July 2010 - November 2010
Downtown Tempe Community, Inc. October 2009 - July 2010
Puma September 2008 - November 2008
Arizona Small Business Association May 2008 - August 2008
Skills
Marketing, Marketing Strategy, Event Planning, Strategic Planning, Project Management, Website Updating, Marketing Communications, Internal Communications, Innovation Management, Management, Marketing Management, Program Management
Education
Boston University - School of Management 2005 — 2009
BS, Business Administration, Marketing, Organizational Behavior
Corona del Sol High School
JPMorgan Chase October 2011 - May 2013
J.P. Morgan December 2010 - October 2011
J.P. Morgan July 2010 - November 2010
Downtown Tempe Community, Inc. October 2009 - July 2010
Puma September 2008 - November 2008
Arizona Small Business Association May 2008 - August 2008
Skills
Marketing, Marketing Strategy, Event Planning, Strategic Planning, Project Management, Website Updating, Marketing Communications, Internal Communications, Innovation Management, Management, Marketing Management, Program Management
Education
Boston University - School of Management 2005 — 2009
BS, Business Administration, Marketing, Organizational Behavior
Corona del Sol High School
Alexander Doncov's J.P. Morgan Experience 2011 - 2013
Job CEEMEA Equity Sales at RenCap
Industry Financial Services
Experience
Exotix 2013 - 2014
J.P. Morgan 2011 - 2013
Auerbach Grayson December 2004 - April 2011
Education
Boston University - School of Management 2000 — 2004
BSBA, International Business
Exotix 2013 - 2014
J.P. Morgan 2011 - 2013
Auerbach Grayson December 2004 - April 2011
Education
Boston University - School of Management 2000 — 2004
BSBA, International Business
William N. Cinnamond's J.P. Morgan Experience 1989 - 2001
Job Managing Member at Summit Realty Advisors, LLC
Industry Real Estate
Experience
Summit Realty Advisors, LLC January 2005 - Present
Lexington Realty Trust September 2001 - December 2004
JP Morgan Investment Management 1989 - 2001
JP Morgan 1989 - 2001
J.P. Morgan 1989 - 2001
Skills
Real Estate Economics, CMBS, Private Equity, Property Management, Financial Modeling, Structured Finance, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1970 — 1972
MBA, Marketing
Boston University - School of Management 1966 — 1970
BS
Summit Realty Advisors, LLC January 2005 - Present
Lexington Realty Trust September 2001 - December 2004
JP Morgan Investment Management 1989 - 2001
JP Morgan 1989 - 2001
J.P. Morgan 1989 - 2001
Skills
Real Estate Economics, CMBS, Private Equity, Property Management, Financial Modeling, Structured Finance, Alternative Investments
Education
Syracuse University - Martin J. Whitman School of Management 1970 — 1972
MBA, Marketing
Boston University - School of Management 1966 — 1970
BS
Chris Fiorelli's J.P. Morgan Experience January 2013 - Present
Job Executive Director at JPMorgan Chase
Industry Investment Management
Experience
J.P. Morgan January 2013 - Present
JPMorgan Chase August 2011 - January 2013
JPMorgan Chase Investment Management December 2008 - August 2011
J.P. Morgan May 2003 - November 2008
ANB 1996 - 1998
ANB 1996 - 1998
Skills
Securities, Bonds, Asset Managment, Capital Markets, Portfolio Management, Credit, Investments, Banking, Due Diligence, Financial Analysis, Risk Management, Fixed Income, Alternative Investments, Equities, Hedge Funds, Asset Management, Financial Services, Middle Office, Mutual Funds, Trading, Derivatives, Bloomberg, Investment Banking
Education
Bowling Green State University 1990 — 1994
BA, Finance
Canfield High School 1986 — 1990
Canfield High School
J.P. Morgan January 2013 - Present
JPMorgan Chase August 2011 - January 2013
JPMorgan Chase Investment Management December 2008 - August 2011
J.P. Morgan May 2003 - November 2008
ANB 1996 - 1998
ANB 1996 - 1998
Skills
Securities, Bonds, Asset Managment, Capital Markets, Portfolio Management, Credit, Investments, Banking, Due Diligence, Financial Analysis, Risk Management, Fixed Income, Alternative Investments, Equities, Hedge Funds, Asset Management, Financial Services, Middle Office, Mutual Funds, Trading, Derivatives, Bloomberg, Investment Banking
Education
Bowling Green State University 1990 — 1994
BA, Finance
Canfield High School 1986 — 1990
Canfield High School
John Eber's J.P. Morgan Experience July 1988 - Present
Job Managing Director Energy Investments at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan July 1988 - Present
First National Bank of Chicago 1988 - 1995
Education
Bradley University
B.S., Economics
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
J.P. Morgan July 1988 - Present
First National Bank of Chicago 1988 - 1995
Education
Bradley University
B.S., Economics
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Steve Trimble's J.P. Morgan Experience February 1994 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan February 1994 - Present
J.P. Morgan (Bear Stearns) February 1994 - June 2008
ING Bank October 1991 - February 1994
Chicago Mercantile Exchange July 1984 - October 1991
Skills
Managed Futures, Project Management, Process Management, Financial Analysis, Business Writing, Leadership/Influencing, Communication, Mentoring, Alternative Investments, Asset Allocation, Asset Management, Bonds, Capital Markets, Client Liaison, Commodity, Currency, Derivatives, Equities, Financial Markets, Fixed Income, Fund Of Funds, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Options, Portfolio Management, Risk Management, Securities, Trading, Trading Systems
Education
Bowling Green State University 1975 — 1981
BS Undergrad,and MBA Graduate School, Business
J.P. Morgan February 1994 - Present
J.P. Morgan (Bear Stearns) February 1994 - June 2008
ING Bank October 1991 - February 1994
Chicago Mercantile Exchange July 1984 - October 1991
Skills
Managed Futures, Project Management, Process Management, Financial Analysis, Business Writing, Leadership/Influencing, Communication, Mentoring, Alternative Investments, Asset Allocation, Asset Management, Bonds, Capital Markets, Client Liaison, Commodity, Currency, Derivatives, Equities, Financial Markets, Fixed Income, Fund Of Funds, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Options, Portfolio Management, Risk Management, Securities, Trading, Trading Systems
Education
Bowling Green State University 1975 — 1981
BS Undergrad,and MBA Graduate School, Business
Jessica Guthrie's J.P. Morgan Experience 2007 - 2009
Job Instructional Designer at PowerSchool Group LLC
Industry Writing and Editing
Experience
PowerSchool Group LLC July 2015 - Present
Pearson Education July 2010 - July 2015
J.P. Morgan 2007 - 2009
Harbor Funds 2005 - 2007
Bella Vista High School 2001 - 2005
Skills
Project Management, Editing, Technical Writing, Training, Software Documentation, Content Management, E-Learning, Copy Editing, Instructional Design, Team Leadership
Education
Bowling Green State University
Anthony Wayne High School
PowerSchool Group LLC July 2015 - Present
Pearson Education July 2010 - July 2015
J.P. Morgan 2007 - 2009
Harbor Funds 2005 - 2007
Bella Vista High School 2001 - 2005
Skills
Project Management, Editing, Technical Writing, Training, Software Documentation, Content Management, E-Learning, Copy Editing, Instructional Design, Team Leadership
Education
Bowling Green State University
Anthony Wayne High School
Michael Canfield's J.P. Morgan Experience September 2011 - June 2014
Job Institutional Trust Tax
Industry Accounting
Experience
Deloitte August 2015 - Present
Standard Chartered Bank August 2014 - February 2015
J.P. Morgan September 2011 - June 2014
David C. Pettig & Associates August 2010 - September 2011
Nixon Peabody September 2006 - April 2010
Skills
Estate Planning, Legal Research, Legal Writing, Litigation, Mergers & Acquisitions, Civil Litigation, Commercial Litigation, Appeals, Corporate Law, Corporate Governance, Tax
Education
Boston University School of Law 2003 — 2006
J.D.
University of Notre Dame 1999 — 2003
BBA, Accountancy
Deloitte August 2015 - Present
Standard Chartered Bank August 2014 - February 2015
J.P. Morgan September 2011 - June 2014
David C. Pettig & Associates August 2010 - September 2011
Nixon Peabody September 2006 - April 2010
Skills
Estate Planning, Legal Research, Legal Writing, Litigation, Mergers & Acquisitions, Civil Litigation, Commercial Litigation, Appeals, Corporate Law, Corporate Governance, Tax
Education
Boston University School of Law 2003 — 2006
J.D.
University of Notre Dame 1999 — 2003
BBA, Accountancy
Jon Snelling's J.P. Morgan Experience June 2014 - Present
Job Executive Director: Senior Audit Manager Audit Practices at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - Present
JP Morgan July 2005 - May 2013
JP Morgan August 2003 - July 2005
JP Morgan May 1995 - August 2003
The Chase Manhattan Bank December 1994 - May 1995
Skills
FX Options, Derivatives, Fixed Income, Settlement, Auditing, Operations Management, Foreign Exchange, Back Office
Education
Bournemouth University
Business Studies
Highcliffe Grammar School
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - Present
JP Morgan July 2005 - May 2013
JP Morgan August 2003 - July 2005
JP Morgan May 1995 - August 2003
The Chase Manhattan Bank December 1994 - May 1995
Skills
FX Options, Derivatives, Fixed Income, Settlement, Auditing, Operations Management, Foreign Exchange, Back Office
Education
Bournemouth University
Business Studies
Highcliffe Grammar School
Bayina Bashtaeva's J.P. Morgan Experience February 2013 - September 2013
Job VP, EM Credit Research at Barclays
Industry Financial Services
Experience
Barclays March 2015 - Present
Barclays October 2013 - February 2015
J.P. Morgan February 2013 - September 2013
J.P. Morgan September 2010 - February 2013
State Street Global Advisors June 2010 - August 2010
Brandeis University August 2009 - May 2010
Brandeis University August 2009 - December 2009
Swedbank July 2009 - August 2009
Antanta Capital March 2008 - April 2008
Skills
Investments, High Yield Bonds, Fixed Income, Russian, Distressed Debt, Metals, Mining, Utility, Statistics, Econometrics, Macroeconomics, Financial Modeling, Corporate Finance, Bloomberg Terminal, Quantitative Analytics, Capital Markets, Investment Banking, DCF, Emerging Markets
Education
Brandeis International Business School 2008 — 2010
MA, International Economics and Finance
State University - Higher School of Economics 2004 — 2008
BS, Economics
Barclays March 2015 - Present
Barclays October 2013 - February 2015
J.P. Morgan February 2013 - September 2013
J.P. Morgan September 2010 - February 2013
State Street Global Advisors June 2010 - August 2010
Brandeis University August 2009 - May 2010
Brandeis University August 2009 - December 2009
Swedbank July 2009 - August 2009
Antanta Capital March 2008 - April 2008
Skills
Investments, High Yield Bonds, Fixed Income, Russian, Distressed Debt, Metals, Mining, Utility, Statistics, Econometrics, Macroeconomics, Financial Modeling, Corporate Finance, Bloomberg Terminal, Quantitative Analytics, Capital Markets, Investment Banking, DCF, Emerging Markets
Education
Brandeis International Business School 2008 — 2010
MA, International Economics and Finance
State University - Higher School of Economics 2004 — 2008
BS, Economics
Maggie Moosbrugger's J.P. Morgan Experience November 2009 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 2009 - Present
J.P. Morgan October 2007 - November 2009
Fidelity Investments June 2007 - September 2007
Skills
Capital Markets, Series 7, Fixed Income, Series 55, Series 63, Distressed Debt, Structured Finance, Valuation, Derivatives, High Yield, Credit Derivatives, Financial Structuring, Credit Risk, Credit Management, Hedging
Education
Boston University Questrom School of Business 2003 — 2007
BsBA, Finance
J.P. Morgan November 2009 - Present
J.P. Morgan October 2007 - November 2009
Fidelity Investments June 2007 - September 2007
Skills
Capital Markets, Series 7, Fixed Income, Series 55, Series 63, Distressed Debt, Structured Finance, Valuation, Derivatives, High Yield, Credit Derivatives, Financial Structuring, Credit Risk, Credit Management, Hedging
Education
Boston University Questrom School of Business 2003 — 2007
BsBA, Finance
Riddhish Rege's J.P. Morgan Experience August 2015 - Present
Job Incoming Investment Banking Risk Analyst at J.P. Morgan | CFA Level III Candidate
Industry Investment Banking
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - July 2015
M. P. Chitale & Co., Chartered Accountants August 2011 - August 2014
Skills
Financial Analysis, Auditing, Accounting, Corporate Finance, Finance, Financial Accounting, Financial Modeling, Microsoft Excel, Investment Banking, Internal Audit, Analysis, IFRS, Mergers & Acquisitions, Statutory Audit, Financial Reporting, Internal Controls, Leadership, Private Equity, Investments, Tax, DCF Valuation, Data Analysis, Income Tax, Microsoft Word, Strategic Financial..., Risk Analysis, Project Finance, Business Strategy, PowerPoint, Financial Risk, Financial Services, Fixed Income, Portfolio Management, Compliance, Competition, Global Business..., Country Risk Analysis, Options Strategies, Employee Stock Options, IPO, Business Economics, Life Insurance, Underwriting, Teaching, Structured Finance, Competitive Analysis, Presentations, Economics, Strategy, Credit Risk
Education
Brandeis International Business School 2014 — 2016
MA International Economics & Finance, Corporate Finance
H.R.College of Commerce and Economics, Mumbai University 2010 — 2013
Bachelor of Commerce (B.Com.), Commerce, Graduated First Class with Distinction
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - July 2015
M. P. Chitale & Co., Chartered Accountants August 2011 - August 2014
Skills
Financial Analysis, Auditing, Accounting, Corporate Finance, Finance, Financial Accounting, Financial Modeling, Microsoft Excel, Investment Banking, Internal Audit, Analysis, IFRS, Mergers & Acquisitions, Statutory Audit, Financial Reporting, Internal Controls, Leadership, Private Equity, Investments, Tax, DCF Valuation, Data Analysis, Income Tax, Microsoft Word, Strategic Financial..., Risk Analysis, Project Finance, Business Strategy, PowerPoint, Financial Risk, Financial Services, Fixed Income, Portfolio Management, Compliance, Competition, Global Business..., Country Risk Analysis, Options Strategies, Employee Stock Options, IPO, Business Economics, Life Insurance, Underwriting, Teaching, Structured Finance, Competitive Analysis, Presentations, Economics, Strategy, Credit Risk
Education
Brandeis International Business School 2014 — 2016
MA International Economics & Finance, Corporate Finance
H.R.College of Commerce and Economics, Mumbai University 2010 — 2013
Bachelor of Commerce (B.Com.), Commerce, Graduated First Class with Distinction
Christian Larochelle's J.P. Morgan Experience June 2012 - January 2013
Job Analyst at Folger Hill Asset Management
Industry Financial Services
Experience
Folger Hill Asset Management August 2015 - Present
Bowdoin College October 2014 - Present
Northern Pines Capital January 2013 - June 2015
J.P. Morgan June 2012 - January 2013
Skills
Investment Banking, Financial Modeling
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.), Sociology & Economics
Folger Hill Asset Management August 2015 - Present
Bowdoin College October 2014 - Present
Northern Pines Capital January 2013 - June 2015
J.P. Morgan June 2012 - January 2013
Skills
Investment Banking, Financial Modeling
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.), Sociology & Economics
John Montefalco's J.P. Morgan Experience September 2008 - December 2013
Job Vice President, First Trust ETF Sales
Industry Financial Services
Experience
First Trust August 2015 - Present
First Trust Advisors May 2015 - Present
First Trust June 2014 - Present
J.P. Morgan September 2008 - December 2013
State Street 2000 - 2005
IKON Document Services 1996 - 2000
Skills
Equities, Securities, Investments, Financial Analysis, Hedge Funds, Strategic Financial..., Financial Services, Alternative Investments, Risk Management, Banking, Bloomberg, China Business..., Fund Accounting, Financial Planning
Education
Boston University - School of Management 2006 — 2007
MBA, 2007
Quinnipiac University School of Law 1993 — 1996
JD, Law
Stonehill College 1987 — 1991
BA, History & Criminal Justice
First Trust August 2015 - Present
First Trust Advisors May 2015 - Present
First Trust June 2014 - Present
J.P. Morgan September 2008 - December 2013
State Street 2000 - 2005
IKON Document Services 1996 - 2000
Skills
Equities, Securities, Investments, Financial Analysis, Hedge Funds, Strategic Financial..., Financial Services, Alternative Investments, Risk Management, Banking, Bloomberg, China Business..., Fund Accounting, Financial Planning
Education
Boston University - School of Management 2006 — 2007
MBA, 2007
Quinnipiac University School of Law 1993 — 1996
JD, Law
Stonehill College 1987 — 1991
BA, History & Criminal Justice
Daniel Marchant's J.P. Morgan Experience December 2010 - January 2013
Job Senior Java Software Engineer
Industry Computer Software
Experience
MedSynergies October 2014 - Present
MedSynergies January 2013 - October 2014
J.P. Morgan December 2010 - January 2013
SQS-UK August 2010 - November 2010
Betgenius April 2010 - August 2010
iMeta Technologies Ltd. November 2007 - April 2010
Renault June 2005 - July 2006
Skills
Test Management, Selenium, Agile Methodologies, Scrum, TDD, jbehave, Java, Test Automation, Test Planning, Testing, Manual Testing, SQL, Regression Testing, Agile Testing, Microsoft SQL Server, Test Strategy, Software Quality..., JUnit, Quality Assurance, Oracle, ISEB, Continuous Integration, Integration Testing, ISTQB, Subversion, User Acceptance Testing, SDLC, Software Development, Web Services, Requirements Analysis, Agile Project Management, BDD, Test Driven Development, XML, Databases, Enterprise Software, Requirements Gathering
Education
Bournemouth University 2003 — 2007
BISM, Business Information Systems Management
MedSynergies October 2014 - Present
MedSynergies January 2013 - October 2014
J.P. Morgan December 2010 - January 2013
SQS-UK August 2010 - November 2010
Betgenius April 2010 - August 2010
iMeta Technologies Ltd. November 2007 - April 2010
Renault June 2005 - July 2006
Skills
Test Management, Selenium, Agile Methodologies, Scrum, TDD, jbehave, Java, Test Automation, Test Planning, Testing, Manual Testing, SQL, Regression Testing, Agile Testing, Microsoft SQL Server, Test Strategy, Software Quality..., JUnit, Quality Assurance, Oracle, ISEB, Continuous Integration, Integration Testing, ISTQB, Subversion, User Acceptance Testing, SDLC, Software Development, Web Services, Requirements Analysis, Agile Project Management, BDD, Test Driven Development, XML, Databases, Enterprise Software, Requirements Gathering
Education
Bournemouth University 2003 — 2007
BISM, Business Information Systems Management
Ashwin Acharya's J.P. Morgan Experience 2007 - 2010
Job Vice President at Centennial Commercial Asset Management
Industry Investment Management
Experience
Centennial Commercial Asset Management 2015 - Present
Doral Leveraged Asset Management 2013 - 2015
CIFC Asset Management 2010 - 2013
J.P. Morgan 2007 - 2010
Skills
Portfolio Management, Credit Analysis, Fixed Income, Leveraged Finance, CLO, Financial Modeling, Company Valuation, Financial Analysis, High Yield, Investments, Structured Products, Finance
Education
Boston University - School of Management 2003 — 2007
BSBA, Finance, Accounting
Centennial Commercial Asset Management 2015 - Present
Doral Leveraged Asset Management 2013 - 2015
CIFC Asset Management 2010 - 2013
J.P. Morgan 2007 - 2010
Skills
Portfolio Management, Credit Analysis, Fixed Income, Leveraged Finance, CLO, Financial Modeling, Company Valuation, Financial Analysis, High Yield, Investments, Structured Products, Finance
Education
Boston University - School of Management 2003 — 2007
BSBA, Finance, Accounting
Jonathan Oliver's J.P. Morgan Experience 2012 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2012 - Present
Skills
Alternative Investments, Estate Planning, Wealth Management, Investments, Securities, Retirement Planning, Series 7, Asset Management, Hedge Funds, Equities, Mutual Funds, Wealth Management..., Investment Advisory, Asset Allocation, Investment Management, High Net Worth...
Education
Boston University School of Law
LL.M.
New England Law Boston
J.D.
University of Massachusetts, Amherst
BA
J.P. Morgan 2012 - Present
Skills
Alternative Investments, Estate Planning, Wealth Management, Investments, Securities, Retirement Planning, Series 7, Asset Management, Hedge Funds, Equities, Mutual Funds, Wealth Management..., Investment Advisory, Asset Allocation, Investment Management, High Net Worth...
Education
Boston University School of Law
LL.M.
New England Law Boston
J.D.
University of Massachusetts, Amherst
BA
Joshua Steinberg's J.P. Morgan Experience July 2013 - June 2014
Job Crescent Carpet Importers
Industry Wholesale
Experience
Crescent Carpet Importers June 2014 - Present
J.P. Morgan July 2013 - June 2014
The Gersh Agency May 2012 - August 2012
Seer Capital Management May 2011 - August 2011
Freddie Foxxx Production May 2010 - June 2010
Skills
Microsoft Office, Bloomberg Terminal, Data Analysis, Bloomberg, PowerPoint, Financial Analysis
Education
Boston University - School of Management 2009 — 2013
BSBA, Finance
Crescent Carpet Importers June 2014 - Present
J.P. Morgan July 2013 - June 2014
The Gersh Agency May 2012 - August 2012
Seer Capital Management May 2011 - August 2011
Freddie Foxxx Production May 2010 - June 2010
Skills
Microsoft Office, Bloomberg Terminal, Data Analysis, Bloomberg, PowerPoint, Financial Analysis
Education
Boston University - School of Management 2009 — 2013
BSBA, Finance
Julie Bigler's J.P. Morgan Experience January 2012 - April 2015
Job Sales Associate at Safeguard Business Systems
Industry Marketing and Advertising
Experience
Safeguard Business Systems May 2015 - Present
J.P. Morgan January 2012 - April 2015
Charter One Bank October 2011 - January 2012
Schindler Elevator Corporation June 2008 - July 2011
Schindler Elevator Corporation November 2006 - May 2008
Skills
Project Management, Contract Negotiation, Compliance Audits, New Business Development, Service Excellence, Quality Auditing, Service Quality, Contract Management, Leadership Development, Management, CRM, Customer Satisfaction, Sales, Marketing
Education
Bowling Green State University 2004 — 2008
Bachelors, Business Marketing
Safeguard Business Systems May 2015 - Present
J.P. Morgan January 2012 - April 2015
Charter One Bank October 2011 - January 2012
Schindler Elevator Corporation June 2008 - July 2011
Schindler Elevator Corporation November 2006 - May 2008
Skills
Project Management, Contract Negotiation, Compliance Audits, New Business Development, Service Excellence, Quality Auditing, Service Quality, Contract Management, Leadership Development, Management, CRM, Customer Satisfaction, Sales, Marketing
Education
Bowling Green State University 2004 — 2008
Bachelors, Business Marketing
Pradeep Mahtani's J.P. Morgan Experience June 2012 - July 2012
Job Student, Entrepreneur
Industry Education Management
Experience
J.P. Morgan June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, English, Team Building, Team Leadership, Outlook, Leadership Development
Education
Boston University - School of Management 2011 — 2013
BS Business Administration, Finance and Entrepreneurship, 3.75
J.P. Morgan June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, English, Team Building, Team Leadership, Outlook, Leadership Development
Education
Boston University - School of Management 2011 — 2013
BS Business Administration, Finance and Entrepreneurship, 3.75
Stephen Chrisanthus's J.P. Morgan Experience 2009 - 2010
Job Associate Director at Delray Beach Marketing Cooperative
Industry Marketing and Advertising
Experience
Delray Beach Marketing Cooperative 2013 - Present
The Petraeus Group March 2010 - Present
Independent Finance and Insurance 2012 - 2013
J.P. Morgan 2009 - 2010
Morgan Stanley 2006 - 2008
Cabo Beach Club 2003 - 2006
Skills
Corporate Communications, Social Media, Public Relations, Media Relations, Social Media Marketing, Marketing Communications, Strategic Communications, Press Releases, Event Planning, Internal Communications, Event Management, Marketing Strategy, Digital Marketing, Social Networking, Facebook, Marketing, Investments, Integrated Marketing, Direct Marketing, Business Development, Strategic Planning, Management, Leadership, Online Marketing
Education
New York University
Master's degree, Public Relations, Advertising, and Applied Communication
College of Charleston
Bachelor of Arts (B.A.), Communication and Media Studies
Bowling Green State University
Delray Beach Marketing Cooperative 2013 - Present
The Petraeus Group March 2010 - Present
Independent Finance and Insurance 2012 - 2013
J.P. Morgan 2009 - 2010
Morgan Stanley 2006 - 2008
Cabo Beach Club 2003 - 2006
Skills
Corporate Communications, Social Media, Public Relations, Media Relations, Social Media Marketing, Marketing Communications, Strategic Communications, Press Releases, Event Planning, Internal Communications, Event Management, Marketing Strategy, Digital Marketing, Social Networking, Facebook, Marketing, Investments, Integrated Marketing, Direct Marketing, Business Development, Strategic Planning, Management, Leadership, Online Marketing
Education
New York University
Master's degree, Public Relations, Advertising, and Applied Communication
College of Charleston
Bachelor of Arts (B.A.), Communication and Media Studies
Bowling Green State University
Alex Gaillard's J.P. Morgan Experience August 2008 - Present
Job J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan August 2008 - Present
J.P. Morgan August 2006 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Public Speaking, Editing, Strategic Planning, Negotiation
Education
University of Bath 2003 — 2006
Bachelor's degree, Biology/Biological Sciences, General, 2:1
Bournemouth University
Master's Degree, Intellectual Property Law
J.P. Morgan August 2008 - Present
J.P. Morgan August 2006 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Public Speaking, Editing, Strategic Planning, Negotiation
Education
University of Bath 2003 — 2006
Bachelor's degree, Biology/Biological Sciences, General, 2:1
Bournemouth University
Master's Degree, Intellectual Property Law
Scott Glickman, CFA, CAIA's J.P. Morgan Experience February 1997 - January 2001
Job Managing Director, Sales & Marketing at UBP Asset Management
Industry Investment Management
Experience
UBP Asset Management September 2013 - Present
FRM Americas LLC. June 2010 - July 2013
Advent Capital Management March 2009 - June 2010
Ivy Asset Management March 2001 - January 2009
J.P. Morgan February 1997 - January 2001
Neuberger Berman June 1992 - February 1997
Skills
Accounting, Alternative Investments, Asset Managment, Banking, Business Development, Client Services, Equities, Equity Trading, Family Office, Financial Advisory, Fund Administration, Fund Of Funds, Hedge Funds, High Yield, Institutional, Institutional Sales, Management, Marketing, Prime Brokerage, Private Banking, Sales, Series 24, Structured Finance, Asset Management, Capital Markets, Fixed Income, Investment Management, Portfolio Management
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance
UBP Asset Management September 2013 - Present
FRM Americas LLC. June 2010 - July 2013
Advent Capital Management March 2009 - June 2010
Ivy Asset Management March 2001 - January 2009
J.P. Morgan February 1997 - January 2001
Neuberger Berman June 1992 - February 1997
Skills
Accounting, Alternative Investments, Asset Managment, Banking, Business Development, Client Services, Equities, Equity Trading, Family Office, Financial Advisory, Fund Administration, Fund Of Funds, Hedge Funds, High Yield, Institutional, Institutional Sales, Management, Marketing, Prime Brokerage, Private Banking, Sales, Series 24, Structured Finance, Asset Management, Capital Markets, Fixed Income, Investment Management, Portfolio Management
Education
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance
Alicia Schreibstein's J.P. Morgan Experience November 1989 - Present
Job Sr. Underwriter / Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 1989 - Present
Skills
Credit, Loan structuring, Projection Modeling, Loan Documents, Relationship Management, Portfolio Management, Credit Analysis
Education
NYU Stern School of Business 1991 — 1995
Master of Business Administration (MBA), Finance, General
Brandeis University 1985 — 1989
Bachelor of Arts (B.A.), Economics
J.P. Morgan November 1989 - Present
Skills
Credit, Loan structuring, Projection Modeling, Loan Documents, Relationship Management, Portfolio Management, Credit Analysis
Education
NYU Stern School of Business 1991 — 1995
Master of Business Administration (MBA), Finance, General
Brandeis University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Peter You's J.P. Morgan Experience April 2014 - Present
Job Senior Vice President Risk Management
Industry Banking
Experience
J.P. Morgan April 2014 - Present
Citi July 2012 - Present
Citibank March 2010 - July 2012
American Express January 2001 - March 2010
Education
Boston University Questrom School of Business
MBA, Finance, Operation Research
University of Southern California
Bachelor of Business Administration (B.B.A.), Finance / Economic
J.P. Morgan April 2014 - Present
Citi July 2012 - Present
Citibank March 2010 - July 2012
American Express January 2001 - March 2010
Education
Boston University Questrom School of Business
MBA, Finance, Operation Research
University of Southern California
Bachelor of Business Administration (B.B.A.), Finance / Economic
Polai Lee's J.P. Morgan Experience September 2012 - September 2014
Job Analyst at Murray Devine
Industry Financial Services
Experience
Murray Devine October 2015 - Present
BNY Mellon August 2015 - October 2015
J.P. Morgan September 2012 - September 2014
Geode Capital Management May 2012 - July 2012
Boston University Finance and Investment Club January 2012 - May 2012
Coburn and Meredith, Inc. November 2011 - May 2012
Education
Boston University Questrom School of Business 2007 — 2011
B.S.B.A., Accounting and Finance
Murray Devine October 2015 - Present
BNY Mellon August 2015 - October 2015
J.P. Morgan September 2012 - September 2014
Geode Capital Management May 2012 - July 2012
Boston University Finance and Investment Club January 2012 - May 2012
Coburn and Meredith, Inc. November 2011 - May 2012
Education
Boston University Questrom School of Business 2007 — 2011
B.S.B.A., Accounting and Finance
Jim Seward's J.P. Morgan Experience July 2015 - Present
Job Tech Ops Analyst, Asset Management at JP Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
JP Morgan Chase November 2006 - July 2015
Skills
SharePoint, Microsoft Excel, Avaya Technologies, Microsoft Office, Business Analysis, Analysis
Education
Bowling Green State University
Bachelor of Arts (B.A.), Mass Communication/Media Studies
J.P. Morgan July 2015 - Present
JP Morgan Chase November 2006 - July 2015
Skills
SharePoint, Microsoft Excel, Avaya Technologies, Microsoft Office, Business Analysis, Analysis
Education
Bowling Green State University
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Cynthia M Schilt's J.P. Morgan Experience January 2000 - Present
Job Client Service Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2000 - Present
Education
Bowling Green State University
Bachelor of Science, Human Resources
Franklin University
Masters, Business
J.P. Morgan January 2000 - Present
Education
Bowling Green State University
Bachelor of Science, Human Resources
Franklin University
Masters, Business
Sarah Warner's J.P. Morgan Experience 2009 - May 2013
Job Vice President
Industry Financial Services
Experience
Guggenheim Partners September 2014 - Present
Fortress Investment Group May 2013 - July 2014
J.P. Morgan 2009 - May 2013
Skills
Investment Banking, Financial Modeling, Research, Valuation, Social Media, Capital Markets, Investments, Equities, Data Analysis, Bloomberg
Education
Bowdoin College 2005 — 2009
Bachelor's degree, History
Guggenheim Partners September 2014 - Present
Fortress Investment Group May 2013 - July 2014
J.P. Morgan 2009 - May 2013
Skills
Investment Banking, Financial Modeling, Research, Valuation, Social Media, Capital Markets, Investments, Equities, Data Analysis, Bloomberg
Education
Bowdoin College 2005 — 2009
Bachelor's degree, History
Oliver Wilkinson's J.P. Morgan Experience September 2006 - June 2013
Job Executive Director Commodity Futures and Options at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley July 2013 - Present
J.P. Morgan September 2006 - June 2013
ABN AMRO Bank N.V. February 2006 - September 2006
Manro Haydan Trading June 2003 - January 2006
Skills
Commodity Markets
Education
Bournemouth University 1999 — 2003
Bachelor of Laws (LLB)
Chatham House Grammar School, Ramsgate, Kent 1992 — 1999
Morgan Stanley July 2013 - Present
J.P. Morgan September 2006 - June 2013
ABN AMRO Bank N.V. February 2006 - September 2006
Manro Haydan Trading June 2003 - January 2006
Skills
Commodity Markets
Education
Bournemouth University 1999 — 2003
Bachelor of Laws (LLB)
Chatham House Grammar School, Ramsgate, Kent 1992 — 1999
Demi Angelakis's J.P. Morgan Experience June 2014 - August 2014
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - August 2014
JLL June 2013 - August 2013
NBCUniversal, Inc. July 2012 - August 2012
Education
Bowdoin College 2011 — 2015
Economics
The London School of Economics and Political Science (LSE) 2013 — 2014
General Course - Economics
J.P. Morgan June 2014 - August 2014
JLL June 2013 - August 2013
NBCUniversal, Inc. July 2012 - August 2012
Education
Bowdoin College 2011 — 2015
Economics
The London School of Economics and Political Science (LSE) 2013 — 2014
General Course - Economics
Gregg Bender's J.P. Morgan Experience July 2006 - March 2014
Job Corporate Finance and Planning Consultant
Industry Financial Services
Experience
JAH, Llc April 2014 - Present
J.P. Morgan July 2006 - March 2014
Education
Brandeis International Business School 2000 — 2002
Master of Arts (M.A.), International Economics & Finance
King's College 1996 — 2000
Bachelor of Science (B.S.), Economics
JAH, Llc April 2014 - Present
J.P. Morgan July 2006 - March 2014
Education
Brandeis International Business School 2000 — 2002
Master of Arts (M.A.), International Economics & Finance
King's College 1996 — 2000
Bachelor of Science (B.S.), Economics
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.