J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Janet Feldstein McKillop Janet Feldstein McKillop's J.P. Morgan Experience 1994 - September 1996
Job Vice President, Development J. Paul Getty Trust
Industry Higher Education
Experience
J. Paul Getty Trust February 2015 - Present
St. Matthew's School January 2008 - February 2015
Stanford University 2006 - 2008
Harvard University 2003 - 2006
Stanford Graduate School of Business June 2000 - October 2002
Gap Inc. June 1999 - September 1999
Score! Learning Centers 1997 - 1998
MIGHT Magazine 1996 - 1997
JP Morgan 1994 - September 1996
Skills
Fundraising, Philanthropy, Strategic Planning, Volunteer Management, Team Management, Program Development, Research, Community Outreach, Entrepreneurship, Business Strategy, Venture Capital, Mergers & Acquisitions, Strategy, Marketing, Higher Education, Board Development, Prospect Research, Leadership, Capital Campaigns, Event Management, Strategic Communications, Public Relations, Major Gift Development
Education
Stanford University Graduate School of Business 1998 — 2000
MBA
Stanford University 1990 — 1994
AB, Art History
The Winsor School 1984 — 1990
The Potomac School 1982 — 1984
Potomac School
J. Paul Getty Trust February 2015 - Present
St. Matthew's School January 2008 - February 2015
Stanford University 2006 - 2008
Harvard University 2003 - 2006
Stanford Graduate School of Business June 2000 - October 2002
Gap Inc. June 1999 - September 1999
Score! Learning Centers 1997 - 1998
MIGHT Magazine 1996 - 1997
JP Morgan 1994 - September 1996
Skills
Fundraising, Philanthropy, Strategic Planning, Volunteer Management, Team Management, Program Development, Research, Community Outreach, Entrepreneurship, Business Strategy, Venture Capital, Mergers & Acquisitions, Strategy, Marketing, Higher Education, Board Development, Prospect Research, Leadership, Capital Campaigns, Event Management, Strategic Communications, Public Relations, Major Gift Development
Education
Stanford University Graduate School of Business 1998 — 2000
MBA
Stanford University 1990 — 1994
AB, Art History
The Winsor School 1984 — 1990
The Potomac School 1982 — 1984
Potomac School
Erin Jones Erin Jones's J.P. Morgan Experience May 2007 - August 2007
Job Manager Employee Resources at GE Power & Water
Industry Human Resources
Experience
GE Power & Water November 2014 - Present
Siemens November 2012 - November 2014
Georgia-Pacific LLC November 2011 - November 2012
AT&T May 2010 - October 2011
Citi June 2008 - January 2010
JP Morgan May 2007 - August 2007
Salomon Smith Barney May 2006 - August 2006
Skills
Microsoft Office, Sales, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Strategic Planning, Event Planning, Program Development, Training, Project Management, Program Management, Leadership, Recruiting, Management, Time Management, Customer Service, Interviews, Research, Data Analysis, Social Networking, Human Resources, Analysis, Marketing, Marketing Strategy, Leadership Development, Organizational...
Education
Spelman College 2004 — 2008
Bachelor of the Arts, International Studies
Avon High School 2000 — 2004
GE Power & Water November 2014 - Present
Siemens November 2012 - November 2014
Georgia-Pacific LLC November 2011 - November 2012
AT&T May 2010 - October 2011
Citi June 2008 - January 2010
JP Morgan May 2007 - August 2007
Salomon Smith Barney May 2006 - August 2006
Skills
Microsoft Office, Sales, Microsoft Excel, PowerPoint, Public Speaking, Social Media, Strategic Planning, Event Planning, Program Development, Training, Project Management, Program Management, Leadership, Recruiting, Management, Time Management, Customer Service, Interviews, Research, Data Analysis, Social Networking, Human Resources, Analysis, Marketing, Marketing Strategy, Leadership Development, Organizational...
Education
Spelman College 2004 — 2008
Bachelor of the Arts, International Studies
Avon High School 2000 — 2004
Kate Brennan Kate Brennan's J.P. Morgan Experience 2003 - 2006
Job Sr. Product Manager at SurveyMonkey
Industry Information Technology and Services
Experience
SurveyMonkey May 2014 - Present
SurveyMonkey February 2013 - May 2014
SurveyMonkey August 2010 - January 2013
Samasource June 2009 - August 2009
Shamrock Capital Advisors July 2006 - July 2008
JP Morgan 2003 - 2006
Skills
Start-ups, Private Equity, Financial Analysis, Strategic Partnerships, Product Launches, Marketing Communications, Product Launch, SaaS, Social Impact, Mergers & Acquisitions, Analytics, Business Development, Lead Generation, Product Management, Product Marketing, Mergers, Mobile Devices, E-commerce, Marketing Strategy, Strategy
Education
Stanford University Graduate School of Business 2008 — 2010
MBA 2010
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BA, Finance & Spanish
SurveyMonkey May 2014 - Present
SurveyMonkey February 2013 - May 2014
SurveyMonkey August 2010 - January 2013
Samasource June 2009 - August 2009
Shamrock Capital Advisors July 2006 - July 2008
JP Morgan 2003 - 2006
Skills
Start-ups, Private Equity, Financial Analysis, Strategic Partnerships, Product Launches, Marketing Communications, Product Launch, SaaS, Social Impact, Mergers & Acquisitions, Analytics, Business Development, Lead Generation, Product Management, Product Marketing, Mergers, Mobile Devices, E-commerce, Marketing Strategy, Strategy
Education
Stanford University Graduate School of Business 2008 — 2010
MBA 2010
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BA, Finance & Spanish
Jim Wayne Nelson Jim Wayne Nelson's J.P. Morgan Experience July 1999 - September 2011
Job Managing Sr. Vice President, U.S. Bank Working Capital Group
Industry Financial Services
Experience
U.S. Bank September 2011 - Present
JP Morgan July 1999 - September 2011
Skills
Coaching, Management Consulting, Product Development, Public Speaking, Leadership Development, Marketing Strategy, Marketing, Management, Sales, Training, Entrepreneurship, Marketing Communications, Strategy, Banking, Executive Management, Selling, Sales Operations, Leadership, Business Development, Start-ups, Business Planning, Strategic Partnerships, CRM, Business Strategy, Product Management, New Business Development, Solution Selling
Education
University of Utah 1990 — 1991
English, Communications, Theater
Southern Utah University 1986 — 1987
Theater
U.S. Bank September 2011 - Present
JP Morgan July 1999 - September 2011
Skills
Coaching, Management Consulting, Product Development, Public Speaking, Leadership Development, Marketing Strategy, Marketing, Management, Sales, Training, Entrepreneurship, Marketing Communications, Strategy, Banking, Executive Management, Selling, Sales Operations, Leadership, Business Development, Start-ups, Business Planning, Strategic Partnerships, CRM, Business Strategy, Product Management, New Business Development, Solution Selling
Education
University of Utah 1990 — 1991
English, Communications, Theater
Southern Utah University 1986 — 1987
Theater
Alice Blasini's J.P. Morgan Experience September 2014 - Present
Job Senior Product Sales Spcialist within SalesPartnership Lodging at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan September 2014 - Present
JP Morgan Chase March 2010 - August 2014
Skills
Ability to multi-task..., Demonstrates analytical..., Ability to understand..., Sales, Customer Satisfaction, Salesforce.com, Finance, E-commerce, Product Development, Contract Negotiation, Customer Service, Team Building
Education
Southwestern Adventist University
University of Puerto Rico
Bachelor of Applied Science (B.A.Sc.), Computer Science
JP Morgan September 2014 - Present
JP Morgan Chase March 2010 - August 2014
Skills
Ability to multi-task..., Demonstrates analytical..., Ability to understand..., Sales, Customer Satisfaction, Salesforce.com, Finance, E-commerce, Product Development, Contract Negotiation, Customer Service, Team Building
Education
Southwestern Adventist University
University of Puerto Rico
Bachelor of Applied Science (B.A.Sc.), Computer Science
Luis Smith Luis Smith's J.P. Morgan Experience June 2012 - July 2014
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2012 - July 2014
Stanford Consulting September 2010 - December 2011
J.P Morgan June 2011 - August 2011
Opinno April 2011 - June 2011
Ivy Insiders SAT Prep June 2010 - September 2010
Skills
Investment Banking
Education
Stanford University 2008 — 2012
Bachelor of Arts, Economics
J.P. Morgan June 2012 - July 2014
Stanford Consulting September 2010 - December 2011
J.P Morgan June 2011 - August 2011
Opinno April 2011 - June 2011
Ivy Insiders SAT Prep June 2010 - September 2010
Skills
Investment Banking
Education
Stanford University 2008 — 2012
Bachelor of Arts, Economics
Christopher Bailey, CPA's J.P. Morgan Experience June 2006 - January 2007
Job CFO at Private
Industry Accounting
Experience
Private December 2014 - Present
PwC August 2013 - November 2014
Montgomery Coscia Greilich LLP December 2012 - August 2013
Catastrophic Claims Consultants August 2011 - January 2013
Briggs & Veselka Co. November 2010 - July 2011
Gainer, Donnelly & Desroches September 2007 - November 2010
RSM McGladrey January 2007 - August 2007
JP Morgan June 2006 - January 2007
Skills
Partnerships, Tax, Corporate Governance, Operations Management, Corporate Tax, High Net Worth..., Property & Casualty..., New Business Development, Operational Efficiency, Recruiting, Employee Retention, Business Process Design, Managing Partner..., Partnership Taxation, Engagement Management, Performance Evaluation, Personal Tax Planning, Business Tax Planning, Talent Acquisition, Business Development, Strategic Planning, Financial Forecasting, Financial Markets, Construction, Property Claims, Capital Budgeting, Business Operations, Team Building, Development Of Employees, Training, Market Research, Research, Non-profit Taxation, Procedure Manuals, Process Improvement, Business Process..., Financial Projection, Interdepartmental..., Mentoring, Nonprofits, CPA, Finance
Education
Southwestern University 2002 — 2006
Bachelors, Accounting, Business, Economics, Classics
Denison High School 1998 — 2002
Private December 2014 - Present
PwC August 2013 - November 2014
Montgomery Coscia Greilich LLP December 2012 - August 2013
Catastrophic Claims Consultants August 2011 - January 2013
Briggs & Veselka Co. November 2010 - July 2011
Gainer, Donnelly & Desroches September 2007 - November 2010
RSM McGladrey January 2007 - August 2007
JP Morgan June 2006 - January 2007
Skills
Partnerships, Tax, Corporate Governance, Operations Management, Corporate Tax, High Net Worth..., Property & Casualty..., New Business Development, Operational Efficiency, Recruiting, Employee Retention, Business Process Design, Managing Partner..., Partnership Taxation, Engagement Management, Performance Evaluation, Personal Tax Planning, Business Tax Planning, Talent Acquisition, Business Development, Strategic Planning, Financial Forecasting, Financial Markets, Construction, Property Claims, Capital Budgeting, Business Operations, Team Building, Development Of Employees, Training, Market Research, Research, Non-profit Taxation, Procedure Manuals, Process Improvement, Business Process..., Financial Projection, Interdepartmental..., Mentoring, Nonprofits, CPA, Finance
Education
Southwestern University 2002 — 2006
Bachelors, Accounting, Business, Economics, Classics
Denison High School 1998 — 2002
Megan Burley Megan Burley's J.P. Morgan Experience April 1999 - May 2000
Job Director, Human Resources at Novartis Oncology
Industry Human Resources
Experience
Novartis Oncology May 2011 - Present
Schering-Plough April 2003 - March 2010
Schering-Plough January 2002 - April 2003
Schering-Plough November 2000 - January 2002
JP Morgan April 1999 - May 2000
JP Morgan November 1997 - April 1999
JP Morgan January 1997 - November 1997
JP Morgan September 1994 - December 1996
JP Morgan September 1992 - August 1994
JP Morgan July 1991 - August 1992
Education
St. Lawrence University 1987 — 1991
Bachelor of Arts, Economics
Novartis Oncology May 2011 - Present
Schering-Plough April 2003 - March 2010
Schering-Plough January 2002 - April 2003
Schering-Plough November 2000 - January 2002
JP Morgan April 1999 - May 2000
JP Morgan November 1997 - April 1999
JP Morgan January 1997 - November 1997
JP Morgan September 1994 - December 1996
JP Morgan September 1992 - August 1994
JP Morgan July 1991 - August 1992
Education
St. Lawrence University 1987 — 1991
Bachelor of Arts, Economics
Stephen Sahibdeen's J.P. Morgan Experience 1983 - 1998
Job Managing Director & Audit Executive, GE Capital Internal Audit
Industry Financial Services
Experience
GE Capital November 2013 - Present
Citigroup May 2003 - September 2013
Instinet Corporation April 1998 - December 2002
JP Morgan 1983 - 1998
Price Waterhouse September 1980 - October 1983
Skills
Auditing, Middle Office, Operations Management, Risk Management, Management Consulting, Business Process..., Financial Accounting, Financial Reporting, Capital Markets, Asset Management, Custody, Derivatives, Financial Regulation, Financial Services, Sarbanes-Oxley, Internal Audit, Asset Managment, Accounting, Enterprise Risk..., Governance, Consulting, SEC filings, Project Management, Securities, Operational Risk, AML, Finance, Banking, COSO, Credit Risk, Financial Risk, Operational Risk..., Sarbanes-Oxley Act, Internal Controls, Investment Banking, Fixed Income, Risk Assessment, Corporate Governance, Financial Audits, Mergers, Corporate Finance, IT Audit, Anti Money Laundering, Management, Financial Modeling, Credit, Equities
Education
New York University 1986 — 1989
Master of Business Administration (M.B.A.), Finance, General
St. Francis College 1976 — 1980
Bachelor of Science (BS), Accounting
GE Capital November 2013 - Present
Citigroup May 2003 - September 2013
Instinet Corporation April 1998 - December 2002
JP Morgan 1983 - 1998
Price Waterhouse September 1980 - October 1983
Skills
Auditing, Middle Office, Operations Management, Risk Management, Management Consulting, Business Process..., Financial Accounting, Financial Reporting, Capital Markets, Asset Management, Custody, Derivatives, Financial Regulation, Financial Services, Sarbanes-Oxley, Internal Audit, Asset Managment, Accounting, Enterprise Risk..., Governance, Consulting, SEC filings, Project Management, Securities, Operational Risk, AML, Finance, Banking, COSO, Credit Risk, Financial Risk, Operational Risk..., Sarbanes-Oxley Act, Internal Controls, Investment Banking, Fixed Income, Risk Assessment, Corporate Governance, Financial Audits, Mergers, Corporate Finance, IT Audit, Anti Money Laundering, Management, Financial Modeling, Credit, Equities
Education
New York University 1986 — 1989
Master of Business Administration (M.B.A.), Finance, General
St. Francis College 1976 — 1980
Bachelor of Science (BS), Accounting
Josh Camp's J.P. Morgan Experience 2008 - 2009
Job Senior Finance Associate at American Energy Partners, LP
Industry Oil & Energy
Experience
American Energy Partners, LP February 2014 - Present
Kosmos Energy December 2012 - January 2014
Kosmos Energy August 2011 - December 2012
BMO Capital Markets 2009 - August 2011
JP Morgan 2008 - 2009
J.P. Morgan June 2007 - August 2007
Skills
Valuation, Financial Modeling, DCF Valuation, Financial Statement..., Microsoft Excel, PowerPoint, Valuation Modeling, M&A analysis, Debt & Equity Financing, Hedging, Investment Valuation, Investment Banking, Private Equity, Refinancings, LBO, IPO, Acquisitions &..., Corporate Finance, Energy, Oil & Gas Industry, Capital IQ, DCF, Mergers & Acquisitions, Due Diligence, Financial Analysis, Investments, Analysis, Finance
Education
Southern Methodist University 2004 — 2008
Bachelor of Business Administration (BBA), Magna Cum Laude, Finance
American Energy Partners, LP February 2014 - Present
Kosmos Energy December 2012 - January 2014
Kosmos Energy August 2011 - December 2012
BMO Capital Markets 2009 - August 2011
JP Morgan 2008 - 2009
J.P. Morgan June 2007 - August 2007
Skills
Valuation, Financial Modeling, DCF Valuation, Financial Statement..., Microsoft Excel, PowerPoint, Valuation Modeling, M&A analysis, Debt & Equity Financing, Hedging, Investment Valuation, Investment Banking, Private Equity, Refinancings, LBO, IPO, Acquisitions &..., Corporate Finance, Energy, Oil & Gas Industry, Capital IQ, DCF, Mergers & Acquisitions, Due Diligence, Financial Analysis, Investments, Analysis, Finance
Education
Southern Methodist University 2004 — 2008
Bachelor of Business Administration (BBA), Magna Cum Laude, Finance
Kelly Baccaro's J.P. Morgan Experience August 2008 - August 2009
Job Energy Supply Manager at Power Management Company
Industry Oil & Energy
Experience
Power Management Co, LLC October 2013 - Present
Power Management Co, LLC April 2013 - September 2013
Power Management Co, LLC April 2011 - March 2013
Spark Energy August 2009 - November 2010
JP Morgan August 2008 - August 2009
JP Morgan 2007 - 2007
BISYS Private Equity 2006 - 2006
Skills
Energy, Commodity Markets, Commodity, Trading, Energy Management, Energy Markets, Alternative Energy, Petroleum, Pipelines, Gas, Natural Gas, Renewable Energy, Hedging, Power Generation, Procurement, Demand Response, Electricity Markets, Energy Industry, Smart Grid, Project Finance
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Finance
Power Management Co, LLC October 2013 - Present
Power Management Co, LLC April 2013 - September 2013
Power Management Co, LLC April 2011 - March 2013
Spark Energy August 2009 - November 2010
JP Morgan August 2008 - August 2009
JP Morgan 2007 - 2007
BISYS Private Equity 2006 - 2006
Skills
Energy, Commodity Markets, Commodity, Trading, Energy Management, Energy Markets, Alternative Energy, Petroleum, Pipelines, Gas, Natural Gas, Renewable Energy, Hedging, Power Generation, Procurement, Demand Response, Electricity Markets, Energy Industry, Smart Grid, Project Finance
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Finance
Elizabeth Marks Elizabeth Marks's J.P. Morgan Experience May 2014 - Present
Job Vice President , Capital Advisor at JP Morgan
Industry Banking
Experience
JP Morgan May 2014 - Present
JPMorgan Chase August 2007 - May 2014
JPMorgan Chase January 2005 - August 2007
Skills
Banking, Branch Banking, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Consumer Lending, Credit, Credit Analysis, Credit Cards, Credit Risk, Cross Selling, Deposits, Finance, Financial Analysis, Financial Risk, Financial Services, Lines Of Credit, Loan Origination, Loans, Management, Middle Market, Portfolio Management, Refinance, Relationship Management, Retail, Retail Banking, Treasury Management, Treasury Services, Investments, Series 7, Due Diligence, Mergers & Acquisitions, Mortgage Banking, Residential Mortgages, SBA, Branch Management, Construction Loans, Merchant Services, Underwriting
Education
Stephen F. Austin State University 1988 — 1991
BBA, Business/Managment
Stephen F. Austin State University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JP Morgan May 2014 - Present
JPMorgan Chase August 2007 - May 2014
JPMorgan Chase January 2005 - August 2007
Skills
Banking, Branch Banking, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Consumer Lending, Credit, Credit Analysis, Credit Cards, Credit Risk, Cross Selling, Deposits, Finance, Financial Analysis, Financial Risk, Financial Services, Lines Of Credit, Loan Origination, Loans, Management, Middle Market, Portfolio Management, Refinance, Relationship Management, Retail, Retail Banking, Treasury Management, Treasury Services, Investments, Series 7, Due Diligence, Mergers & Acquisitions, Mortgage Banking, Residential Mortgages, SBA, Branch Management, Construction Loans, Merchant Services, Underwriting
Education
Stephen F. Austin State University 1988 — 1991
BBA, Business/Managment
Stephen F. Austin State University 1988 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Robert Durant Robert Durant's J.P. Morgan Experience May 1994 - July 2003
Job An educator, sales professional and lifelong learner with a global perspective
Industry Higher Education
Experience
Peralta Illustration & Design, LLC June 2014 - Present
New Haven Adult Education July 2010 - Present
Literacy Volunteers Southern Farifield County January 2010 - Present
Southern Connecticut State University - Office of Assessing and Planning August 2014 - May 2015
Emerge Connecticut, Inc. September 2012 - January 2013
RK Durant Fine Art 2003 - 2013
ELS Language Centers 2010 - May 2012
New York Paramount International Education April 2010 - June 2011
JP Morgan May 1994 - July 2003
Skills
Higher Education, ESL, Program Management, Team Building, Management, Research, Teaching, Public Speaking, Strategic Planning, Grant Writing, Curriculum Design, Nonprofits, Non-profits, Strategy, Coaching, Fundraising, Microsoft Office, E-Learning, Training, Community Outreach, PowerPoint, Paperless, Leadership, Leadership Development, Public Relations, Social Media, Event Planning, Writing, Policy, Editing, Program Development, Career Counseling, Marketing, Analysis, Program Evaluation, Event Management, Curriculum Development, Entrepreneurship, Tutoring, International Education, Classroom, Customer Service, Educational Technology, Education, Business Strategy, Microsoft Excel
Education
National Association of Foreign Student Advisors (NAFSA) – 2015 Conference Workshops 2015 — 2015
Southern Connecticut State University 2013 — 2015
Master's degree, Political Science and International Politics, 4.0
University of Bridgeport 1984 — 1988
BS, Finance
Peralta Illustration & Design, LLC June 2014 - Present
New Haven Adult Education July 2010 - Present
Literacy Volunteers Southern Farifield County January 2010 - Present
Southern Connecticut State University - Office of Assessing and Planning August 2014 - May 2015
Emerge Connecticut, Inc. September 2012 - January 2013
RK Durant Fine Art 2003 - 2013
ELS Language Centers 2010 - May 2012
New York Paramount International Education April 2010 - June 2011
JP Morgan May 1994 - July 2003
Skills
Higher Education, ESL, Program Management, Team Building, Management, Research, Teaching, Public Speaking, Strategic Planning, Grant Writing, Curriculum Design, Nonprofits, Non-profits, Strategy, Coaching, Fundraising, Microsoft Office, E-Learning, Training, Community Outreach, PowerPoint, Paperless, Leadership, Leadership Development, Public Relations, Social Media, Event Planning, Writing, Policy, Editing, Program Development, Career Counseling, Marketing, Analysis, Program Evaluation, Event Management, Curriculum Development, Entrepreneurship, Tutoring, International Education, Classroom, Customer Service, Educational Technology, Education, Business Strategy, Microsoft Excel
Education
National Association of Foreign Student Advisors (NAFSA) – 2015 Conference Workshops 2015 — 2015
Southern Connecticut State University 2013 — 2015
Master's degree, Political Science and International Politics, 4.0
University of Bridgeport 1984 — 1988
BS, Finance
Jonathan Ng Jonathan Ng's J.P. Morgan Experience November 2008 - August 2012
Job Institutional Distribution at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management August 2014 - Present
Voya Investment Management (Formerly ING U.S.) August 2012 - July 2014
JP Morgan November 2008 - August 2012
JP Morgan Chase June 2007 - November 2008
Best Asia Enterprises January 2007 - May 2007
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Financial Services, Prime Brokerage, Capital Markets, Mutual Funds, Asset Management, Derivatives, Securities, Investment Strategies, Bloomberg, Investment Banking, Financial Markets, Investment Management, Series 7, Institutional..., Trading Strategies, Trading, Equity Derivatives, Options, Series 63, Trading Systems, Fund Of Funds, FX, Asset Allocation, Bonds, MBS, Electronic Trading, Credit, Risk, Commodities, Asset Managment, Client Development, Relationship Management
Education
St. Francis College
Bachelor of Science, Business Management - Finance
Xaverian High School
Voya Investment Management August 2014 - Present
Voya Investment Management (Formerly ING U.S.) August 2012 - July 2014
JP Morgan November 2008 - August 2012
JP Morgan Chase June 2007 - November 2008
Best Asia Enterprises January 2007 - May 2007
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Financial Services, Prime Brokerage, Capital Markets, Mutual Funds, Asset Management, Derivatives, Securities, Investment Strategies, Bloomberg, Investment Banking, Financial Markets, Investment Management, Series 7, Institutional..., Trading Strategies, Trading, Equity Derivatives, Options, Series 63, Trading Systems, Fund Of Funds, FX, Asset Allocation, Bonds, MBS, Electronic Trading, Credit, Risk, Commodities, Asset Managment, Client Development, Relationship Management
Education
St. Francis College
Bachelor of Science, Business Management - Finance
Xaverian High School
Gil Isaacs's J.P. Morgan Experience 1992 - 1994
Job Cloud Computing | Open Source | Connected Devices | Startups, SaaS & Enterprise Architecture
Industry Computer Software
Experience
Microsoft July 2012 - Present
Amazon.com April 2011 - June 2012
Oracle Corporation May 2008 - April 2011
BEA Systems May 2003 - April 2008
Chordiant Software May 2001 - May 2003
Ascential Software (formerly Mercator Software) April 2000 - April 2001
KANA Software (formerly Broadbase) January 1999 - April 2000
Ascential Software (formerly Prism Solutions) June 1996 - December 1998
Micro Focus 1995 - 1996
JP Morgan 1992 - 1994
Skills
Cloud Computing, Financial Services, Enterprise Software, Consumer Products, Pre-sales, SaaS, Pharmaceutics, PaaS, Sales Enablement, Enterprise Architecture, Professional Services, Solution Selling, Solution Architecture, SOA, Virtualization, Demand Generation, Business Alliances, Architecture, Partner Management, Strategic Partnerships, Go-to-market Strategy, Integration, Data Center, Big Data, Middleware, Software Development, Distributed Systems, Channel Partners, Managed Services, Competitive Analysis, Business Intelligence, Software Project..., IT Strategy, Enterprise Content..., Storage, Salesforce.com, IaaS, Product Management, Software Industry, Agile Methodologies, Product Marketing, Channel, CRM, EAI, Management, Scalability, System Architecture, Identity Management, Hadoop
Education
State University of New York College at Potsdam 1981 — 1985
BA, Computer Science, Mathematics
Ardsley High School 1977 — 1981
High School, College Preparatory
Microsoft July 2012 - Present
Amazon.com April 2011 - June 2012
Oracle Corporation May 2008 - April 2011
BEA Systems May 2003 - April 2008
Chordiant Software May 2001 - May 2003
Ascential Software (formerly Mercator Software) April 2000 - April 2001
KANA Software (formerly Broadbase) January 1999 - April 2000
Ascential Software (formerly Prism Solutions) June 1996 - December 1998
Micro Focus 1995 - 1996
JP Morgan 1992 - 1994
Skills
Cloud Computing, Financial Services, Enterprise Software, Consumer Products, Pre-sales, SaaS, Pharmaceutics, PaaS, Sales Enablement, Enterprise Architecture, Professional Services, Solution Selling, Solution Architecture, SOA, Virtualization, Demand Generation, Business Alliances, Architecture, Partner Management, Strategic Partnerships, Go-to-market Strategy, Integration, Data Center, Big Data, Middleware, Software Development, Distributed Systems, Channel Partners, Managed Services, Competitive Analysis, Business Intelligence, Software Project..., IT Strategy, Enterprise Content..., Storage, Salesforce.com, IaaS, Product Management, Software Industry, Agile Methodologies, Product Marketing, Channel, CRM, EAI, Management, Scalability, System Architecture, Identity Management, Hadoop
Education
State University of New York College at Potsdam 1981 — 1985
BA, Computer Science, Mathematics
Ardsley High School 1977 — 1981
High School, College Preparatory
Julio A. Agosto CPA, CGFM's J.P. Morgan Experience November 1995 - March 2002
Job Auditing and Accounting Professional
Industry Government Administration
Experience
CredSimple. March 2015 - Present
U.S. Department of Health and Human Services - Office of Inspector General May 2005 - Present
The Siegfried Group April 2004 - May 2005
Deloitte & Touche November 2003 - April 2004
U.S. Department of Health and Human Services - Office of the Inspector General June 2002 - November 2003
JP Morgan November 1995 - March 2002
Skills
Auditing, Accounting, Financial Analysis, Financial Reporting, Internal Controls, Fraud, Healthcare Audits, Medicare Audits, Medicaid Audits, TeamMate EWP, Internal Audit, CPA, GAAP, General Ledger, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Tax, Account Reconciliation, Sarbanes-Oxley, Tax Preparation, Financial Audits
Education
Western Governors University 2011 — 2013
Master of Business Administration
St. Francis College 1997 — 2002
Bachelor of Science
Berkeley College-New York 1995 — 1996
Associate in Applied Science
CredSimple. March 2015 - Present
U.S. Department of Health and Human Services - Office of Inspector General May 2005 - Present
The Siegfried Group April 2004 - May 2005
Deloitte & Touche November 2003 - April 2004
U.S. Department of Health and Human Services - Office of the Inspector General June 2002 - November 2003
JP Morgan November 1995 - March 2002
Skills
Auditing, Accounting, Financial Analysis, Financial Reporting, Internal Controls, Fraud, Healthcare Audits, Medicare Audits, Medicaid Audits, TeamMate EWP, Internal Audit, CPA, GAAP, General Ledger, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Tax, Account Reconciliation, Sarbanes-Oxley, Tax Preparation, Financial Audits
Education
Western Governors University 2011 — 2013
Master of Business Administration
St. Francis College 1997 — 2002
Bachelor of Science
Berkeley College-New York 1995 — 1996
Associate in Applied Science
Stefanie Ranieri's J.P. Morgan Experience 1998 - 2000
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
Credit Suisse April 2002 - May 2011
SIAC 2000 - 2002
JP Morgan 1998 - 2000
Chase July 1995 - August 1998
Skills
Management, PMO, Leadership, Electronic Trading, Derivatives, Business Analysis, Trading Systems, Investment Banking, Fixed Income, Capital Markets, Equities, SDLC, Operational Risk, IT Strategy, Equity Derivatives, Hedge Funds, Prime Brokerage, Market Data, Risk Management, Vendor Management, Time Management, Program Management, Portfolio Management, Project Portfolio..., Credit Derivatives, Financial Services, FX Options
Education
St. Francis College 1995 — 1998
Bachelor of Science, Business Management
Morgan Stanley April 2011 - Present
Credit Suisse April 2002 - May 2011
SIAC 2000 - 2002
JP Morgan 1998 - 2000
Chase July 1995 - August 1998
Skills
Management, PMO, Leadership, Electronic Trading, Derivatives, Business Analysis, Trading Systems, Investment Banking, Fixed Income, Capital Markets, Equities, SDLC, Operational Risk, IT Strategy, Equity Derivatives, Hedge Funds, Prime Brokerage, Market Data, Risk Management, Vendor Management, Time Management, Program Management, Portfolio Management, Project Portfolio..., Credit Derivatives, Financial Services, FX Options
Education
St. Francis College 1995 — 1998
Bachelor of Science, Business Management
Puneet Agarwal Puneet Agarwal's J.P. Morgan Experience June 1998 - December 1999
Job Partner at True Ventures
Industry Venture Capital & Private Equity
Experience
True Ventures October 2008 - Present
Startup Companies October 2008 - Present
Geodesic Systems July 2006 - October 2008
BEA March 2002 - July 2006
Mayfield Fund December 1999 - March 2002
JP Morgan June 1998 - December 1999
Crossworlds Software June 1997 - June 1998
Skills
Start-ups, Enterprise Software, Java, Product Management, SaaS, Cloud Computing, Venture Capital, Entrepreneurship, Product Marketing, Strategy, Start-up Ventures, Business Development, Mergers & Acquisitions, Mobile Applications, Mobile Devices, Business Strategy
Education
Stanford University 1997 — 1998
MS, Industrial Engineering
Stanford University
BS, Industrial Engineering
True Ventures October 2008 - Present
Startup Companies October 2008 - Present
Geodesic Systems July 2006 - October 2008
BEA March 2002 - July 2006
Mayfield Fund December 1999 - March 2002
JP Morgan June 1998 - December 1999
Crossworlds Software June 1997 - June 1998
Skills
Start-ups, Enterprise Software, Java, Product Management, SaaS, Cloud Computing, Venture Capital, Entrepreneurship, Product Marketing, Strategy, Start-up Ventures, Business Development, Mergers & Acquisitions, Mobile Applications, Mobile Devices, Business Strategy
Education
Stanford University 1997 — 1998
MS, Industrial Engineering
Stanford University
BS, Industrial Engineering
Michael Espina Michael Espina's J.P. Morgan Experience January 1995 - May 1997
Job Partner, Nakita Capital Partners, Advisory Business Venture Svcs, Information Technology, Software & Services Consultant
Industry Information Technology and Services
Experience
Nakita Capital Partners March 2001 - Present
Computer Associates May 1997 - June 2000
JP Morgan January 1995 - May 1997
Merging Technologies, Inc. December 1993 - May 1997
Coopers & Lybrand December 1993 - December 1995
Computer Associates December 1985 - December 1993
Skills
Business Development, Project Management, Cloud Computing, Enterprise Software, SaaS, Professional Services, IT Strategy, Enterprise Architecture, Integration, Business Intelligence, Program Management, Virtualization, Solution Selling, Solution Architecture, Business Analysis, Team Leadership, Information Security, Strategic Planning, Start-ups, Software Project..., IT Service Management, Management Consulting, Information Technology, Risk Management, Consulting, Data Center, Pre-sales, Security, Vendor Management, Outsourcing, IT Management
Education
Plattsburgh State University 1978 — 1982
BS, Computer Science
State University of New York College at Plattsburgh 1978 — 1982
BS Computer Science, Minor Biology
Nakita Capital Partners March 2001 - Present
Computer Associates May 1997 - June 2000
JP Morgan January 1995 - May 1997
Merging Technologies, Inc. December 1993 - May 1997
Coopers & Lybrand December 1993 - December 1995
Computer Associates December 1985 - December 1993
Skills
Business Development, Project Management, Cloud Computing, Enterprise Software, SaaS, Professional Services, IT Strategy, Enterprise Architecture, Integration, Business Intelligence, Program Management, Virtualization, Solution Selling, Solution Architecture, Business Analysis, Team Leadership, Information Security, Strategic Planning, Start-ups, Software Project..., IT Service Management, Management Consulting, Information Technology, Risk Management, Consulting, Data Center, Pre-sales, Security, Vendor Management, Outsourcing, IT Management
Education
Plattsburgh State University 1978 — 1982
BS, Computer Science
State University of New York College at Plattsburgh 1978 — 1982
BS Computer Science, Minor Biology
Ashvin Chhabra Ashvin Chhabra's J.P. Morgan Experience 1999 - 2001
Job President, Euclidean Capital; Author: The Aspirational Investor
Industry Financial Services
Experience
Euclidean Capital September 2015 - Present
Bank of America Merrill Lynch May 2013 - September 2015
Institute for Advanced Study May 2007 - May 2013
Merrill Lynch 2001 - 2007
JP Morgan 1999 - 2001
Skills
Equities, Asset Allocation, Alternative Investments, Investment Management, Hedge Funds, Quantitative Analytics, Fixed Income, Wealth Management, Portfolio Management, Science, Quantitative Finance, Asset Management, Mutual Funds, Derivatives, Investments, Investment Strategies, Physics, Financial Analysis, Theoretical Physics, Strategy, Due Diligence, Financial Engineering, Investment Advisory, Capital Markets
Education
Yale University 1984 — 1989
Ph.D, Applied Physics
The University of Georgia 1982 — 1984
M.S., Physics
St. Stephen's College 1979 — 1982
B.Sc (Hons), Physics
Euclidean Capital September 2015 - Present
Bank of America Merrill Lynch May 2013 - September 2015
Institute for Advanced Study May 2007 - May 2013
Merrill Lynch 2001 - 2007
JP Morgan 1999 - 2001
Skills
Equities, Asset Allocation, Alternative Investments, Investment Management, Hedge Funds, Quantitative Analytics, Fixed Income, Wealth Management, Portfolio Management, Science, Quantitative Finance, Asset Management, Mutual Funds, Derivatives, Investments, Investment Strategies, Physics, Financial Analysis, Theoretical Physics, Strategy, Due Diligence, Financial Engineering, Investment Advisory, Capital Markets
Education
Yale University 1984 — 1989
Ph.D, Applied Physics
The University of Georgia 1982 — 1984
M.S., Physics
St. Stephen's College 1979 — 1982
B.Sc (Hons), Physics
Bill Lewis Bill Lewis's J.P. Morgan Experience 1999 - 2007
Job VP Finance at if(we)
Industry Internet
Experience
if(we) September 2014 - Present
Zynga January 2013 - August 2014
Zynga April 2012 - December 2012
Zynga December 2011 - June 2012
Zynga 2011 - March 2012
Opteris, Inc. 2009 - 2011
Zone Ventures 2007 - 2010
JP Morgan 1999 - 2007
Intevac September 1996 - March 1999
RAND Corporation September 1994 - September 1996
Skills
Venture Capital, Marketing Strategy, Corporate Development
Education
Stanford University 1990 — 1994
Ph.D., M.S.
University of California, Berkeley
B.S.
if(we) September 2014 - Present
Zynga January 2013 - August 2014
Zynga April 2012 - December 2012
Zynga December 2011 - June 2012
Zynga 2011 - March 2012
Opteris, Inc. 2009 - 2011
Zone Ventures 2007 - 2010
JP Morgan 1999 - 2007
Intevac September 1996 - March 1999
RAND Corporation September 1994 - September 1996
Skills
Venture Capital, Marketing Strategy, Corporate Development
Education
Stanford University 1990 — 1994
Ph.D., M.S.
University of California, Berkeley
B.S.
Keith Tufte, CFA Keith Tufte, CFA's J.P. Morgan Experience July 1984 - 1990
Job President
Industry Investment Management
Experience
Adam Smith Advisors, a unit of Cherry Tree Companies August 2009 - Present
Longview Wealth Management, LLC January 2007 - December 2011
Black River Asset Management October 2005 - December 2007
Ameriprise Financial 2001 - 2005
Ameriprise Financial Advisors 1993 - 2005
American Express Financial Advisors 1997 - 2001
JP Morgan July 1984 - 1990
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Hedge Funds, Financial Modeling, Investment Strategies, Investment Management, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Prior Lake Senior High
Adam Smith Advisors, a unit of Cherry Tree Companies August 2009 - Present
Longview Wealth Management, LLC January 2007 - December 2011
Black River Asset Management October 2005 - December 2007
Ameriprise Financial 2001 - 2005
Ameriprise Financial Advisors 1993 - 2005
American Express Financial Advisors 1997 - 2001
JP Morgan July 1984 - 1990
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Hedge Funds, Financial Modeling, Investment Strategies, Investment Management, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Prior Lake Senior High
Rob Reiner's J.P. Morgan Experience February 2011 - February 2012
Job
Industry Financial Services
Experience
American Express July 2015 - Present
BlackRock March 2014 - July 2015
MasterCard April 2012 - March 2014
JP Morgan February 2011 - February 2012
Glocap Search January 2010 - January 2011
Take-Two Interactive Software, Inc. April 2008 - April 2009
J. Harris Associates June 2000 - April 2008
Remote Lojix July 1998 - May 2000
Solomon-Page Group Ltd. December 1993 - July 1998
Education
State University of New York College at Oneonta
Bachelor of Arts
American Express July 2015 - Present
BlackRock March 2014 - July 2015
MasterCard April 2012 - March 2014
JP Morgan February 2011 - February 2012
Glocap Search January 2010 - January 2011
Take-Two Interactive Software, Inc. April 2008 - April 2009
J. Harris Associates June 2000 - April 2008
Remote Lojix July 1998 - May 2000
Solomon-Page Group Ltd. December 1993 - July 1998
Education
State University of New York College at Oneonta
Bachelor of Arts
Pete Rodriguez Pete Rodriguez's J.P. Morgan Experience 1999 - 2007
Job Managing Director & Asset Servicing CAO at BNY Mellon
Industry Financial Services
Experience
BNY Mellon 2013 - Present
BNY Mellon 2012 - 2013
BNY Mellon 2009 - 2012
BNY Mellon 2007 - 2009
JP Morgan 1999 - 2007
Lincoln Medical and Mental Health Center 1997 - 1998
State Street 1989 - 1997
Education
University of Phoenix
St. Francis College
BNY Mellon 2013 - Present
BNY Mellon 2012 - 2013
BNY Mellon 2009 - 2012
BNY Mellon 2007 - 2009
JP Morgan 1999 - 2007
Lincoln Medical and Mental Health Center 1997 - 1998
State Street 1989 - 1997
Education
University of Phoenix
St. Francis College
Jerry Reiland Jerry Reiland's J.P. Morgan Experience February 1992 - May 1995
Job CFO at Satori Expressions and Fenmoor Properties
Industry Investment Management
Experience
Satori Expressions January 2012 - Present
Reiland & Associates 1984 - Present
Raymond James Financial Inc. June 1995 - December 2011
JP Morgan February 1992 - May 1995
Skills
Investments, Asset Management, Equities, Portfolio Management, Corporate Finance, Alternative Investments, Strategic Financial..., Fixed Income, Capital Markets, Finance, Derivatives, Investment Management, Investment Strategies, Risk Management, Entrepreneurship, Private Equity, Financial Analysis, Forecasting, Financial Modeling, Mergers & Acquisitions, Bloomberg, Business Development, Asset Allocation, Financial Planning
Education
St. Ambrose University 1968 — 1972
Bachelor of Arts (BA), Business & Economics
Satori Expressions January 2012 - Present
Reiland & Associates 1984 - Present
Raymond James Financial Inc. June 1995 - December 2011
JP Morgan February 1992 - May 1995
Skills
Investments, Asset Management, Equities, Portfolio Management, Corporate Finance, Alternative Investments, Strategic Financial..., Fixed Income, Capital Markets, Finance, Derivatives, Investment Management, Investment Strategies, Risk Management, Entrepreneurship, Private Equity, Financial Analysis, Forecasting, Financial Modeling, Mergers & Acquisitions, Bloomberg, Business Development, Asset Allocation, Financial Planning
Education
St. Ambrose University 1968 — 1972
Bachelor of Arts (BA), Business & Economics
Carly Levin Carly Levin's J.P. Morgan Experience January 2015 - Present
Job
Industry Investment Banking
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan June 2011 - January 2015
tapviva January 2011 - June 2011
LP Corporate Ventures May 2010 - January 2011
JP Morgan 2007 - 2009
Haus Mitteleuropa September 2006 - June 2007
Stanford Center for Language and Information May 2005 - August 2005
Education
Stanford University 2003 — 2007
BA, International Relations
The Park School
J.P. Morgan January 2015 - Present
J.P. Morgan June 2011 - January 2015
tapviva January 2011 - June 2011
LP Corporate Ventures May 2010 - January 2011
JP Morgan 2007 - 2009
Haus Mitteleuropa September 2006 - June 2007
Stanford Center for Language and Information May 2005 - August 2005
Education
Stanford University 2003 — 2007
BA, International Relations
The Park School
Steven Kitchen's J.P. Morgan Experience February 2008 - June 2013
Job Community Bank President at ANB Bank
Industry Financial Services
Experience
ANB Bank February 2015 - Present
Guaranty Bank and Trust Company June 2013 - February 2015
JP Morgan February 2008 - June 2013
AmSouth Bank / Regions Bank May 2001 - February 2008
Bank One May 1995 - May 2001
Skills
Credit, Loans, Commercial Lending, Banking, Commercial Banking, Investments, Credit Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Financial Analysis, Loan Origination, Consumer Lending, Wealth Management, Series 7, Private Banking, Series 63, Treasury Management, Strategic Financial..., Lines Of Credit, Asset Management, Residential Mortgages, Relationship Management, Risk Management, Real Estate, Investment Properties, Mortgage Banking, Financial Services, Commercial Mortgages, Cash Management, Financial Risk, Credit Risk, Retail Banking, Underwriting, Refinance, Asset Based Lending, Finance, Retirement Planning, Financial Structuring, Valuation, Cross Selling, Financial Modeling, Equities, Asset Allocation, Alternative Investments, Fixed Income, Due Diligence, Commercial Real Estate, Cash Flow Lending, Investment Advisory
Education
Southeastern Louisiana University
ANB Bank February 2015 - Present
Guaranty Bank and Trust Company June 2013 - February 2015
JP Morgan February 2008 - June 2013
AmSouth Bank / Regions Bank May 2001 - February 2008
Bank One May 1995 - May 2001
Skills
Credit, Loans, Commercial Lending, Banking, Commercial Banking, Investments, Credit Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Financial Analysis, Loan Origination, Consumer Lending, Wealth Management, Series 7, Private Banking, Series 63, Treasury Management, Strategic Financial..., Lines Of Credit, Asset Management, Residential Mortgages, Relationship Management, Risk Management, Real Estate, Investment Properties, Mortgage Banking, Financial Services, Commercial Mortgages, Cash Management, Financial Risk, Credit Risk, Retail Banking, Underwriting, Refinance, Asset Based Lending, Finance, Retirement Planning, Financial Structuring, Valuation, Cross Selling, Financial Modeling, Equities, Asset Allocation, Alternative Investments, Fixed Income, Due Diligence, Commercial Real Estate, Cash Flow Lending, Investment Advisory
Education
Southeastern Louisiana University
Donald Benson Donald Benson's J.P. Morgan Experience August 2001 - March 2011
Job Manager, Desktop Engineering, Enterpise Exchange, AD at Dealertrack Technologies
Industry Information Technology and Services
Experience
Dealertrack Technologies July 2011 - Present
JP Morgan August 2001 - March 2011
IBM February 1998 - August 2001
NYC EMS January 1988 - June 1997
Skills
Change Management, ITIL, Business Analysis, IT Service Management, Process Improvement, Service Desk Management, IT Operations, Disaster Recovery, Leadership, Strategic Planning, Organizational..., Service Delivery, Microsoft Exchange..., Active Directory..., Microsoft System Center...
Education
State University of New York Empire State College 2008 — 2014
None, Business
Dealertrack Technologies July 2011 - Present
JP Morgan August 2001 - March 2011
IBM February 1998 - August 2001
NYC EMS January 1988 - June 1997
Skills
Change Management, ITIL, Business Analysis, IT Service Management, Process Improvement, Service Desk Management, IT Operations, Disaster Recovery, Leadership, Strategic Planning, Organizational..., Service Delivery, Microsoft Exchange..., Active Directory..., Microsoft System Center...
Education
State University of New York Empire State College 2008 — 2014
None, Business
Ajay Samuel Ajay Samuel's J.P. Morgan Experience August 2000 - March 2007
Job Actor & Non Profit Leader
Industry Entertainment
Experience
Pasadena International House of Prayer March 2009 - Present
Business Men's Fellowship February 2013 - Present
Metropolitan Dream Center of Dallas September 2007 - Present
Logo Hooks, Inc. November 2010 - August 2011
Joanne Baron DW Brown Studio January 2009 - July 2010
JP Morgan August 2000 - March 2007
National Prayer Breakfast 2005 - 2006
Education
Joanne DW Brown Studio 2009 — 2010
Certificate, Mesiner Acting
Southern Methodist University 1999 — 2007
M.S., Applied Economics: Business Forecasting and Econometrics
Southern Methodist University 1995 — 1999
B.S., Economics with Finance Applications
Pasadena International House of Prayer March 2009 - Present
Business Men's Fellowship February 2013 - Present
Metropolitan Dream Center of Dallas September 2007 - Present
Logo Hooks, Inc. November 2010 - August 2011
Joanne Baron DW Brown Studio January 2009 - July 2010
JP Morgan August 2000 - March 2007
National Prayer Breakfast 2005 - 2006
Education
Joanne DW Brown Studio 2009 — 2010
Certificate, Mesiner Acting
Southern Methodist University 1999 — 2007
M.S., Applied Economics: Business Forecasting and Econometrics
Southern Methodist University 1995 — 1999
B.S., Economics with Finance Applications
Kyle Petersen Kyle Petersen's J.P. Morgan Experience January 2010 - February 2011
Job District Manager at GSFSGroup
Industry Automotive
Experience
GSFSGroup July 2015 - Present
Park Place Dealerships March 2014 - July 2015
VMG Health June 2012 - March 2014
JP Morgan January 2010 - February 2011
Dean Foods 2006 - 2006
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Valuation, Bloomberg, Portfolio Management, Loans, Commercial Lending, Credit, Corporate Finance, Investments, Capital Markets
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Alternative Investments, Asset Management
University of Oklahoma 2004 — 2008
BBA, Finance
University of Oklahoma - Price College of Business 2004 — 2008
Bachelor of Science (BS), Finance, General
GSFSGroup July 2015 - Present
Park Place Dealerships March 2014 - July 2015
VMG Health June 2012 - March 2014
JP Morgan January 2010 - February 2011
Dean Foods 2006 - 2006
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Valuation, Bloomberg, Portfolio Management, Loans, Commercial Lending, Credit, Corporate Finance, Investments, Capital Markets
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Alternative Investments, Asset Management
University of Oklahoma 2004 — 2008
BBA, Finance
University of Oklahoma - Price College of Business 2004 — 2008
Bachelor of Science (BS), Finance, General
Scott Epstein Scott Epstein's J.P. Morgan Experience November 1996 - December 1999
Job Senior Vice President, Global Technology Resource and Location Strategy at Citi
Industry Financial Services
Experience
Citi September 2010 - Present
JPMorgan Chase & Co. January 2006 - August 2010
JP Morgan Chase January 2000 - December 2005
JP Morgan November 1996 - December 1999
JP Morgan January 1988 - November 1996
Electronic Data Systems May 1985 - April 1988
Skills
Strategic Sourcing, Outsourcing, Global Sourcing, Supplier Management, Contract Negotiations, Procurement, Contract Management, Acquisition Integration, Vendor Management, Offshore, Professional Services, Nearshore, ASP, Offshoring, Vendor Relations, Cost Reduction, Sourcing, Cross-functional Team..., Process Improvement, Change Management, Contract Negotiation, Program Management, Resource Management, Supply Chain Management, Negotiation, Strategy Development, SLA, IT Management, IT Strategy, PMO, Project Portfolio..., Management, Strategy, Six Sigma, Supply Management, Business Transformation, Team Building, Management Consulting, Executive Management, Business Analysis, Mergers & Acquisitions, CRM, IT Outsourcing, Outsourcing Management, Spend Analysis, BPO, Project Management, IT Transformation, RFP, Information Technology
Education
State University of New York at Buffalo - School of Management 1983 — 1985
BS, Business Administration & MIS
Citi September 2010 - Present
JPMorgan Chase & Co. January 2006 - August 2010
JP Morgan Chase January 2000 - December 2005
JP Morgan November 1996 - December 1999
JP Morgan January 1988 - November 1996
Electronic Data Systems May 1985 - April 1988
Skills
Strategic Sourcing, Outsourcing, Global Sourcing, Supplier Management, Contract Negotiations, Procurement, Contract Management, Acquisition Integration, Vendor Management, Offshore, Professional Services, Nearshore, ASP, Offshoring, Vendor Relations, Cost Reduction, Sourcing, Cross-functional Team..., Process Improvement, Change Management, Contract Negotiation, Program Management, Resource Management, Supply Chain Management, Negotiation, Strategy Development, SLA, IT Management, IT Strategy, PMO, Project Portfolio..., Management, Strategy, Six Sigma, Supply Management, Business Transformation, Team Building, Management Consulting, Executive Management, Business Analysis, Mergers & Acquisitions, CRM, IT Outsourcing, Outsourcing Management, Spend Analysis, BPO, Project Management, IT Transformation, RFP, Information Technology
Education
State University of New York at Buffalo - School of Management 1983 — 1985
BS, Business Administration & MIS
Al Durcan Al Durcan's J.P. Morgan Experience 1985 - 2005
Job SVP at AXIS Capital
Industry Insurance
Experience
AXIS Capital February 2013 - Present
Chubb & Son May 2005 - February 2013
JP Morgan 1985 - 2005
Skills
IT Strategy, Vendor Management, Program Management, Operations Management, SDLC, Articulate Communicator, Contract Negotiation, Enterprise Software, IT Outsourcing, Outsourcing, Telecommunications, Budgets, Business Intelligence, Delegation, Governance, ITIL, Infrastructure, Integration, Leadership, Management, Portfolio Management, Service Delivery, Strategy, IT Management, Information Technology, Negotiation, PMO, Project Management, Risk Management, Service Management, Software Development, Sourcing
Education
BSG Concours Leadership Development Program 2007 — 2007
Certificate, CIO Leadership Development
Regional Leadership Forum - Society for Information Management (SIM) 2006 — 2006
Certificate, Leadership Development
ABA School of Bankcard Management 2002 — 2002
Certificate, Bankcard Management
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Management
State University of New York College at Buffalo 1981 — 1985
BS, Information Systems Management
AXIS Capital February 2013 - Present
Chubb & Son May 2005 - February 2013
JP Morgan 1985 - 2005
Skills
IT Strategy, Vendor Management, Program Management, Operations Management, SDLC, Articulate Communicator, Contract Negotiation, Enterprise Software, IT Outsourcing, Outsourcing, Telecommunications, Budgets, Business Intelligence, Delegation, Governance, ITIL, Infrastructure, Integration, Leadership, Management, Portfolio Management, Service Delivery, Strategy, IT Management, Information Technology, Negotiation, PMO, Project Management, Risk Management, Service Management, Software Development, Sourcing
Education
BSG Concours Leadership Development Program 2007 — 2007
Certificate, CIO Leadership Development
Regional Leadership Forum - Society for Information Management (SIM) 2006 — 2006
Certificate, Leadership Development
ABA School of Bankcard Management 2002 — 2002
Certificate, Bankcard Management
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Management
State University of New York College at Buffalo 1981 — 1985
BS, Information Systems Management
Chuck Hafers Chuck Hafers's J.P. Morgan Experience 1985 - 1997
Job Director at Citi
Industry Information Technology and Services
Experience
Citi June 2010 - Present
Ernst and Young March 1997 - July 2010
JP Morgan 1985 - 1997
Skills
Business Analysis, IT Strategy, Financial Modeling, PMO, Process Improvement, Risk Management
Education
Fairleigh Dickinson University, New Jersey 1991 — 1994
MBA, Corporate Finance
State University of New York College at Buffalo 1981 — 1985
Bachelor of Science (BS), Information Systems Management
Citi June 2010 - Present
Ernst and Young March 1997 - July 2010
JP Morgan 1985 - 1997
Skills
Business Analysis, IT Strategy, Financial Modeling, PMO, Process Improvement, Risk Management
Education
Fairleigh Dickinson University, New Jersey 1991 — 1994
MBA, Corporate Finance
State University of New York College at Buffalo 1981 — 1985
Bachelor of Science (BS), Information Systems Management
Craig Kennington Craig Kennington's J.P. Morgan Experience June 2009 - April 2014
Job Senior Vice President Texas Area Wealth Executive at Regions Financial Corporation
Industry Investment Management
Experience
Regions Financial Corporation April 2014 - Present
JP Morgan June 2009 - April 2014
Santa Regina 2002 - 2008
Chase Manhattan Corporation 1997 - 2002
Bank One 1988 - 1997
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA, Finance and Accounting
Southern Methodist University 1982 — 1986
BBA, Finance
Regions Financial Corporation April 2014 - Present
JP Morgan June 2009 - April 2014
Santa Regina 2002 - 2008
Chase Manhattan Corporation 1997 - 2002
Bank One 1988 - 1997
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA, Finance and Accounting
Southern Methodist University 1982 — 1986
BBA, Finance
Gerald McCrink Gerald McCrink's J.P. Morgan Experience July 1985 - July 1996
Job Assistant Vice President at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York October 2010 - Present
Comforce December 2009 - November 2010
JPMorgan Chase June 2008 - July 2009
Bear Stearns July 1996 - June 2008
JP Morgan July 1985 - July 1996
Arthur Young July 1982 - July 1985
Skills
Internal Controls, Finance, Trading, Risk Management, Fixed Income, Capital Markets, Accounting, Loans, Leadership, Strategic Planning, Bloomberg, Financial Services, Financial Analysis, Financial Structuring, Portfolio Management, Credit, Financial Modeling, Hedge Funds, Management, Financial Reporting, Securities, Mergers & Acquisitions, Corporate Finance, Equities, Banking, Private Equity, Derivatives, Investment Banking, Structured Products
Education
State University of New York at Buffalo - School of Management 1981 — 1982
MBA, Accounting, Finance
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Accounting, Finance
Federal Reserve Bank of New York October 2010 - Present
Comforce December 2009 - November 2010
JPMorgan Chase June 2008 - July 2009
Bear Stearns July 1996 - June 2008
JP Morgan July 1985 - July 1996
Arthur Young July 1982 - July 1985
Skills
Internal Controls, Finance, Trading, Risk Management, Fixed Income, Capital Markets, Accounting, Loans, Leadership, Strategic Planning, Bloomberg, Financial Services, Financial Analysis, Financial Structuring, Portfolio Management, Credit, Financial Modeling, Hedge Funds, Management, Financial Reporting, Securities, Mergers & Acquisitions, Corporate Finance, Equities, Banking, Private Equity, Derivatives, Investment Banking, Structured Products
Education
State University of New York at Buffalo - School of Management 1981 — 1982
MBA, Accounting, Finance
State University of New York at Buffalo - School of Management 1977 — 1981
BS, Accounting, Finance
Robert Rubino Robert Rubino's J.P. Morgan Experience February 2005 - July 2008
Job Owner, RR Transportation Consultats
Industry Transportation/Trucking/Railroad
Experience
RR Transportation Consultats August 1996 - Present
JP Morgan February 2005 - July 2008
Bud Meyer Truck Lines July 2003 - July 2006
American Transport Inc April 1990 - May 1993
Pacific Overland Carriers February 1980 - December 1989
Education
State University of New York College at Buffalo
RR Transportation Consultats August 1996 - Present
JP Morgan February 2005 - July 2008
Bud Meyer Truck Lines July 2003 - July 2006
American Transport Inc April 1990 - May 1993
Pacific Overland Carriers February 1980 - December 1989
Education
State University of New York College at Buffalo
Sean Ramnarine Sean Ramnarine's J.P. Morgan Experience December 1999 - March 2010
Job Assistant Vice President Ops Manager at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
St Petersburg Police Department April 2010 - January 2013
JP Morgan December 1999 - March 2010
KICKSTART KIDS March 1996 - November 1999
Mercury Medical January 1992 - February 1996
Skills
Project Management, Quality Assurance, Data Analysis, Vendor Management, Operations Management, Change Management, Process Improvement, Business Analysis, Risk Management, Business Process...
Education
St. Petersburg College
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Citi January 2013 - Present
St Petersburg Police Department April 2010 - January 2013
JP Morgan December 1999 - March 2010
KICKSTART KIDS March 1996 - November 1999
Mercury Medical January 1992 - February 1996
Skills
Project Management, Quality Assurance, Data Analysis, Vendor Management, Operations Management, Change Management, Process Improvement, Business Analysis, Risk Management, Business Process...
Education
St. Petersburg College
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Pete Flint's J.P. Morgan Experience June 1995 - September 1995
Job Trulia Founder, Zillow Group Board of Directors
Industry Internet
Experience
Zillow Group February 2015 - Present
Saltside Technologies November 2014 - Present
OpenAgent August 2014 - Present
VivaReal February 2012 - Present
Trulia.com August 2004 - June 2015
Battery Ventures June 2004 - September 2004
lastminute.com July 1998 - June 2003
LineOne (acquired by Tiscali) September 1997 - June 1998
JP Morgan June 1995 - September 1995
IBM September 1992 - June 1993
Skills
E-commerce, Venture Capital, Marketing, Real Estate, Product Development, Leadership, Public Speaking, Start-ups, Strategic Partnerships, SaaS, Online Advertising, Mobile Applications, Product Management, Management, Salesforce.com, Mobile Devices, SEO, Web Analytics, CRM, Investments, Management Consulting, Business Planning, Customer Acquisition, Product Marketing, Competitive Analysis, New Business Development, Social Media Marketing, Business Development, PPC, Executive Management, SEM, Lead Generation, Online Marketing, Marketing Strategy, Email Marketing, Strategy, Social Networking, Analytics, Digital Strategy, Monetization, User Experience
Education
Stanford Graduate School Of Business 2003 — 2005
MBA
University of Oxford 1993 — 1997
M.Phys, Physics, First Class Degree ~ top 10%
Zillow Group February 2015 - Present
Saltside Technologies November 2014 - Present
OpenAgent August 2014 - Present
VivaReal February 2012 - Present
Trulia.com August 2004 - June 2015
Battery Ventures June 2004 - September 2004
lastminute.com July 1998 - June 2003
LineOne (acquired by Tiscali) September 1997 - June 1998
JP Morgan June 1995 - September 1995
IBM September 1992 - June 1993
Skills
E-commerce, Venture Capital, Marketing, Real Estate, Product Development, Leadership, Public Speaking, Start-ups, Strategic Partnerships, SaaS, Online Advertising, Mobile Applications, Product Management, Management, Salesforce.com, Mobile Devices, SEO, Web Analytics, CRM, Investments, Management Consulting, Business Planning, Customer Acquisition, Product Marketing, Competitive Analysis, New Business Development, Social Media Marketing, Business Development, PPC, Executive Management, SEM, Lead Generation, Online Marketing, Marketing Strategy, Email Marketing, Strategy, Social Networking, Analytics, Digital Strategy, Monetization, User Experience
Education
Stanford Graduate School Of Business 2003 — 2005
MBA
University of Oxford 1993 — 1997
M.Phys, Physics, First Class Degree ~ top 10%
Ed Felton Ed Felton's J.P. Morgan Experience 1985 - 1995
Job Global IT Infrastructure
Industry Information Technology and Services
Experience
Sallie Mae 2010 - Present
Avaya 2007 - 2010
MBNA 2001 - 2006
Charles Schwab 2000 - 2001
Pandesic 1999 - 2000
Visa 1995 - 1999
JP Morgan 1985 - 1995
Skills
Software Development, SDLC, ITIL, Data Center, Vendor Management, IT Management, Enterprise Software, IT Strategy, Strategy, Project Management, Process Improvement, Servers, CRM, Networking, Disaster Recovery, Telecommunications, Project Planning, Unix, Security, Management, IT Operations, Call Centers, Information Technology, Start-ups, E-commerce, Service Delivery
Education
State University of New York College at Buffalo 1978 — 1981
MBA, Business
Sallie Mae 2010 - Present
Avaya 2007 - 2010
MBNA 2001 - 2006
Charles Schwab 2000 - 2001
Pandesic 1999 - 2000
Visa 1995 - 1999
JP Morgan 1985 - 1995
Skills
Software Development, SDLC, ITIL, Data Center, Vendor Management, IT Management, Enterprise Software, IT Strategy, Strategy, Project Management, Process Improvement, Servers, CRM, Networking, Disaster Recovery, Telecommunications, Project Planning, Unix, Security, Management, IT Operations, Call Centers, Information Technology, Start-ups, E-commerce, Service Delivery
Education
State University of New York College at Buffalo 1978 — 1981
MBA, Business
Joseph Guzzo's J.P. Morgan Experience 1996 - 1999
Job Licensed Associate Real Estate Broker at The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group March 2010 - Present
Realty USA 2013 - 2013
Realty USA 2013 - 2013
Brown Harris Stevens Select May 2008 - March 2010
The Corcoran Group October 1999 - April 2008
JP Morgan 1996 - 1999
Skills
Rentals, Investment Properties, Condos, Residential Homes, Real Estate, Real Estate Transactions, Investors, Sellers, Luxury, Real Estate Development, Relocation, Apartments, Brokerage, Property Management, First Time Home Buyers, Leases, Buyer Representation, Selling, Sales, Marketing, Real Estate Economics, Buyers, Mortgage Lending, Townhomes, Real Estate Marketing, Listings, Property, Referrals, Real Property, Real Estate Financing
Education
Saint John's University 1993 — 1996
BS, Finance
St. John's University, The Peter J. Tobin College of Business 1993 — 1996
BS, Finance
Archbishop Molloy 1988 — 1992
The Corcoran Group March 2010 - Present
Realty USA 2013 - 2013
Realty USA 2013 - 2013
Brown Harris Stevens Select May 2008 - March 2010
The Corcoran Group October 1999 - April 2008
JP Morgan 1996 - 1999
Skills
Rentals, Investment Properties, Condos, Residential Homes, Real Estate, Real Estate Transactions, Investors, Sellers, Luxury, Real Estate Development, Relocation, Apartments, Brokerage, Property Management, First Time Home Buyers, Leases, Buyer Representation, Selling, Sales, Marketing, Real Estate Economics, Buyers, Mortgage Lending, Townhomes, Real Estate Marketing, Listings, Property, Referrals, Real Property, Real Estate Financing
Education
Saint John's University 1993 — 1996
BS, Finance
St. John's University, The Peter J. Tobin College of Business 1993 — 1996
BS, Finance
Archbishop Molloy 1988 — 1992
Brandon Conley Brandon Conley's J.P. Morgan Experience July 2014 - Present
Job Analyst Pricing Direct at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2014 - Present
Jazz Foundation of America June 2012 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan September 2012 - December 2012
J.P. Morgan June 2011 - August 2012
JP Morgan July 2010 - May 2011
Mariner Investment Advisors June 2007 - July 2010
Skills
Hedge Funds, Value Investing, Private Equity, Financial Analysis, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Banking, Derivatives, Equities, Equity Derivatives, Risk Management, Valuation
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor of Science (BSc), Finance
Stanford University 2007 — 2010
High School
J.P. Morgan July 2014 - Present
Jazz Foundation of America June 2012 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan September 2012 - December 2012
J.P. Morgan June 2011 - August 2012
JP Morgan July 2010 - May 2011
Mariner Investment Advisors June 2007 - July 2010
Skills
Hedge Funds, Value Investing, Private Equity, Financial Analysis, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Banking, Derivatives, Equities, Equity Derivatives, Risk Management, Valuation
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
Bachelor of Science (BSc), Finance
Stanford University 2007 — 2010
High School
Daniel Crookshanks Daniel Crookshanks's J.P. Morgan Experience March 2009 - March 2010
Job VP of Lending at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate March 2014 - September 2014
Wells Fargo Advisors July 2010 - March 2014
Financial Partners Group / New England Securities March 2010 - July 2010
JP Morgan March 2009 - March 2010
Hurlow Wealth Management Group January 2008 - March 2009
Morgan Stanley April 2003 - November 2007
Fifth Third Bank July 2003 - April 2004
Prudential Bank & Trust March 2001 - July 2003
iProperty.com June 2000 - December 2000
Merrill Lynch October 1993 - June 2000
Skills
Investments, Portfolio Management, Banking, Strategic Financial..., Financial Services, Financial Analysis, Finance, Mortgage Lending, Credit, Loans, Business Development, Investment Banking, Series 7, Private Banking, Analysis, Wealth Management, Mutual Funds, Securities, Financial Planning
Education
St. Petersburg College 1981 — 1984
AA
Guaranteed Rate March 2014 - September 2014
Wells Fargo Advisors July 2010 - March 2014
Financial Partners Group / New England Securities March 2010 - July 2010
JP Morgan March 2009 - March 2010
Hurlow Wealth Management Group January 2008 - March 2009
Morgan Stanley April 2003 - November 2007
Fifth Third Bank July 2003 - April 2004
Prudential Bank & Trust March 2001 - July 2003
iProperty.com June 2000 - December 2000
Merrill Lynch October 1993 - June 2000
Skills
Investments, Portfolio Management, Banking, Strategic Financial..., Financial Services, Financial Analysis, Finance, Mortgage Lending, Credit, Loans, Business Development, Investment Banking, Series 7, Private Banking, Analysis, Wealth Management, Mutual Funds, Securities, Financial Planning
Education
St. Petersburg College 1981 — 1984
AA
Roger Uttley Roger Uttley's J.P. Morgan Experience February 2011 - July 2013
Job SVP Structured Trade Finance Energy Sector at HSBC
Industry Financial Services
Experience
HSBC July 2013 - Present
JP Morgan February 2011 - July 2013
Banco Santander January 2010 - February 2011
Societe Generale September 2004 - November 2008
Natixis April 1997 - March 2004
Skills
Latin America, Energy, Trade Finance, Commodity, Structured Finance, Financial Structuring, Loan Origination, Finance, Credit Risk, Investment Banking, Trading, Private Equity, Structured Products, Capital Markets, Fixed Income, Corporate Finance, Derivatives, Financial Markets, Emerging Markets
Education
Southern Methodist University 1984 — 1988
BBA, Finance
HSBC July 2013 - Present
JP Morgan February 2011 - July 2013
Banco Santander January 2010 - February 2011
Societe Generale September 2004 - November 2008
Natixis April 1997 - March 2004
Skills
Latin America, Energy, Trade Finance, Commodity, Structured Finance, Financial Structuring, Loan Origination, Finance, Credit Risk, Investment Banking, Trading, Private Equity, Structured Products, Capital Markets, Fixed Income, Corporate Finance, Derivatives, Financial Markets, Emerging Markets
Education
Southern Methodist University 1984 — 1988
BBA, Finance
William Badarak's J.P. Morgan Experience May 2011 - July 2011
Job Associate at Peak Rock Capital
Industry Venture Capital & Private Equity
Experience
Peak Rock Capital July 2015 - Present
Citi June 2013 - June 2015
CIC Partners November 2011 - May 2013
Citi June 2012 - August 2012
JP Morgan May 2011 - July 2011
Chapwood Capital Investment Management May 2010 - November 2010
Realty Executives, Silva Group / Market Point Real Estate July 2008 - August 2009
Education
Southern Methodist University 2009 — 2013
B.B.A., Cum Laude, Finance with Specialization in Alternative Asset Management
John W. North High School 2005 — 2009
Peak Rock Capital July 2015 - Present
Citi June 2013 - June 2015
CIC Partners November 2011 - May 2013
Citi June 2012 - August 2012
JP Morgan May 2011 - July 2011
Chapwood Capital Investment Management May 2010 - November 2010
Realty Executives, Silva Group / Market Point Real Estate July 2008 - August 2009
Education
Southern Methodist University 2009 — 2013
B.B.A., Cum Laude, Finance with Specialization in Alternative Asset Management
John W. North High School 2005 — 2009
Joe Russell's J.P. Morgan Experience June 1985 - June 1994
Job Managing Director at Blackstone
Industry Financial Services
Experience
Blackstone September 2010 - Present
Goldman Sachs May 2010 - July 2010
Merrill Lynch March 2000 - July 2009
CIBC Oppenheimer June 1997 - March 2000
Lehman Brothers June 1994 - June 1997
JP Morgan June 1985 - June 1994
Arthur Andersen & Co. August 1981 - June 1985
Skills
Fixed Income, Derivatives, Credit Derivatives, FX Options, Bonds, Trading, Swaps, Options, Interest Rate..., Portfolio Management, Middle Office, Securities, Structured Finance, Financial Reporting, Process Improvement, Emerging Markets, Finance, Financial Risk, Financial Services, Accounting, Credit, Cash Flow Forecasting, Capital Markets, Hedge Funds
Education
St. John's University 2015 — 2019
Bachelor;'s degree, Accounting
Saint John's University 1978 — 1981
BS, Accounting
Blackstone September 2010 - Present
Goldman Sachs May 2010 - July 2010
Merrill Lynch March 2000 - July 2009
CIBC Oppenheimer June 1997 - March 2000
Lehman Brothers June 1994 - June 1997
JP Morgan June 1985 - June 1994
Arthur Andersen & Co. August 1981 - June 1985
Skills
Fixed Income, Derivatives, Credit Derivatives, FX Options, Bonds, Trading, Swaps, Options, Interest Rate..., Portfolio Management, Middle Office, Securities, Structured Finance, Financial Reporting, Process Improvement, Emerging Markets, Finance, Financial Risk, Financial Services, Accounting, Credit, Cash Flow Forecasting, Capital Markets, Hedge Funds
Education
St. John's University 2015 — 2019
Bachelor;'s degree, Accounting
Saint John's University 1978 — 1981
BS, Accounting
Benjamin Weyand Benjamin Weyand's J.P. Morgan Experience October 2008 - August 2010
Job Senior Associate at Riveron Consulting
Industry Investment Management
Experience
Riveron Consulting December 2014 - Present
BRW Consulting August 2010 - December 2014
JP Morgan October 2008 - August 2010
JP Morgan October 2008 - June 2009
Discovery Resources May 2007 - February 2008
Skills
Corporate Finance, Loans, Finance, Financial Modeling, Valuation, Credit Risk, Business Strategy, Wealth Management, Due Diligence, Trading, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Asset Management, Leadership, Microsoft Excel, Strategy
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance
University of Oklahoma - Price College of Business 2004 — 2008
BBA, Finance
Riveron Consulting December 2014 - Present
BRW Consulting August 2010 - December 2014
JP Morgan October 2008 - August 2010
JP Morgan October 2008 - June 2009
Discovery Resources May 2007 - February 2008
Skills
Corporate Finance, Loans, Finance, Financial Modeling, Valuation, Credit Risk, Business Strategy, Wealth Management, Due Diligence, Trading, Mergers & Acquisitions, Financial Analysis, Investments, Portfolio Management, Asset Management, Leadership, Microsoft Excel, Strategy
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance
University of Oklahoma - Price College of Business 2004 — 2008
BBA, Finance
Neoma Lescio Neoma Lescio's J.P. Morgan Experience May 2006 - October 2007
Job Vice President Relationship Manager JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase 2013 - Present
JPMorgan Chase Bank September 2012 - December 2013
JPMorgan Chase Bank August 2011 - September 2012
JPMorgan Chase October 2007 - July 2011
JP Morgan May 2006 - October 2007
Skills
Commercial Banking, Commercial Lending, Business Relationship..., Lines Of Credit, Business Process..., Retail Banking, Building Relationships, Branch Banking, Sales Management, New Business Development, Customer Retention, Business Development, Private Banking, Branch Management, Cash Flow Lending, Workshop Facilitation, Presentation Coaching, Sales Presentations, Development Of Employees, Training Facilitation, Problem Solving, Relationship Coach, Risk Management, Employee Training
Education
St. Joseph's College
Business Admin, Finance/Business Management
JPMorgan Chase 2013 - Present
JPMorgan Chase Bank September 2012 - December 2013
JPMorgan Chase Bank August 2011 - September 2012
JPMorgan Chase October 2007 - July 2011
JP Morgan May 2006 - October 2007
Skills
Commercial Banking, Commercial Lending, Business Relationship..., Lines Of Credit, Business Process..., Retail Banking, Building Relationships, Branch Banking, Sales Management, New Business Development, Customer Retention, Business Development, Private Banking, Branch Management, Cash Flow Lending, Workshop Facilitation, Presentation Coaching, Sales Presentations, Development Of Employees, Training Facilitation, Problem Solving, Relationship Coach, Risk Management, Employee Training
Education
St. Joseph's College
Business Admin, Finance/Business Management
Lenny Palmeri Lenny Palmeri's J.P. Morgan Experience August 1999 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan August 1999 - Present
Merrill Lynch May 1995 - August 1999
Skills
Equities, Prime Brokerage, Financial Services, Series 7, Securities, Series 63, Asset Management, Fixed Income, Investment Banking, Derivatives, Hedge Funds, Capital Markets, Options, Business Analysis, Alternative Investments
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
SUNY Oneonta 1992 — 1995
Business Economics, Finance
JP Morgan August 1999 - Present
Merrill Lynch May 1995 - August 1999
Skills
Equities, Prime Brokerage, Financial Services, Series 7, Securities, Series 63, Asset Management, Fixed Income, Investment Banking, Derivatives, Hedge Funds, Capital Markets, Options, Business Analysis, Alternative Investments
Education
University of Phoenix 2003 — 2005
MBA, Business Administration
SUNY Oneonta 1992 — 1995
Business Economics, Finance
Bethany Tenner Bethany Tenner's J.P. Morgan Experience June 2010 - August 2010
Job Category Ambassador at Saks Fifth Avenue
Industry Luxury Goods & Jewelry
Experience
Saks Fifth Avenue October 2014 - Present
rag & bone November 2013 - October 2014
Macy's May 2011 - June 2012
JP Morgan June 2010 - August 2010
Skills
Retail, Strategic Planning, Social Networking, Competitive Analysis, Product Development, Social Media Marketing, Advertising, Time Management, Leadership, Project Planning, Fashion, Sales, Finance, Microsoft Excel, Market Research, Marketing, Inventory Management, Training, Public Speaking, Financial Analysis, Merchandising, Microsoft Office, Social Media, Event Planning, PowerPoint, Research, Customer Service
Education
Spelman College 2008 — 2011
B.A. in Economics, economics
Saks Fifth Avenue October 2014 - Present
rag & bone November 2013 - October 2014
Macy's May 2011 - June 2012
JP Morgan June 2010 - August 2010
Skills
Retail, Strategic Planning, Social Networking, Competitive Analysis, Product Development, Social Media Marketing, Advertising, Time Management, Leadership, Project Planning, Fashion, Sales, Finance, Microsoft Excel, Market Research, Marketing, Inventory Management, Training, Public Speaking, Financial Analysis, Merchandising, Microsoft Office, Social Media, Event Planning, PowerPoint, Research, Customer Service
Education
Spelman College 2008 — 2011
B.A. in Economics, economics
Dan Glassanos Dan Glassanos's J.P. Morgan Experience June 2008 - October 2010
Job
Industry Defense & Space
Experience
Vercét LLC October 2010 - March 2014
JP Morgan June 2008 - October 2010
Honda Financial Services February 2008 - April 2008
Enterprise Rent-A-Car August 2007 - December 2007
Skills
Research, Excel, Financial Reporting, Financial Analysis, PowerPoint, Customer Relations, Microsoft Excel, Team Building, Management, Customer Service, Team Leadership, Data Analysis, Marketing, Sales, Time Management, Microsoft Word, Project Management, Microsoft Office, Account Management, Business Strategy, Contract Negotiation, Analysis, Accounting, Program Management, Investments, Leadership, Finance, Forecasting, Market Research, Risk Management, Process Improvement, Budgets, Strategy
Education
Southern Methodist University 2015 — 2016
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2003 — 2007
Business Administration, Economics
St. Francis High School 1999 — 2003
Vercét LLC October 2010 - March 2014
JP Morgan June 2008 - October 2010
Honda Financial Services February 2008 - April 2008
Enterprise Rent-A-Car August 2007 - December 2007
Skills
Research, Excel, Financial Reporting, Financial Analysis, PowerPoint, Customer Relations, Microsoft Excel, Team Building, Management, Customer Service, Team Leadership, Data Analysis, Marketing, Sales, Time Management, Microsoft Word, Project Management, Microsoft Office, Account Management, Business Strategy, Contract Negotiation, Analysis, Accounting, Program Management, Investments, Leadership, Finance, Forecasting, Market Research, Risk Management, Process Improvement, Budgets, Strategy
Education
Southern Methodist University 2015 — 2016
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2003 — 2007
Business Administration, Economics
St. Francis High School 1999 — 2003
Kimberly Brown Kimberly Brown's J.P. Morgan Experience February 2000 - December 2006
Job Corporate Recruiter at Washington Metropolitan Area Transit Authority (WMATA)
Industry Transportation/Trucking/Railroad
Experience
WMATA September 2014 - July 2015
Southern New Hampshire University January 2014 - December 2014
Center for Shared Services June 2013 - February 2014
Greylocke & Company July 2011 - 2013
Accounting Now May 2008 - April 2011
Account Pros September 2006 - May 2008
KEEPERS STAFFING March 2007 - September 2007
JP Morgan February 2000 - December 2006
The Reserves Network January 2006 - April 2006
Skills
Sourcing, Recruitment/Retention, Social Networking, Pipelines, Contract Negotiations, Full-cycle Recruiting, Interviewing, Talent Acquisition, Applicant Tracking..., Background Checks, Executive Search, Salary Negotiation, Hiring, Employee Relations, Resume Writing, Compliance, Internet Recruiting, Account Management, Recruitment Advertising, Performance Management, Technical Recruiting, Negotiation, Team Building, Coaching, New Business Development, Contract Negotiation, Onboarding, Mentoring, Strategic Planning, Customer Relations, Budgeting, Banking, Metrics, Process Improvement, Benefits Negotiation, Recruiting, Budgets, Interviews, Human Resources, Customer Service, Business Development, Management, Training, SDLC, Leadership Development, Temporary Staffing, College Recruiting, Permanent Placement, Employee Benefits, Temporary Placement
Education
Southern New Hampshire University 2013 — 2016
The Ohio State University 2000 — 2002
WMATA September 2014 - July 2015
Southern New Hampshire University January 2014 - December 2014
Center for Shared Services June 2013 - February 2014
Greylocke & Company July 2011 - 2013
Accounting Now May 2008 - April 2011
Account Pros September 2006 - May 2008
KEEPERS STAFFING March 2007 - September 2007
JP Morgan February 2000 - December 2006
The Reserves Network January 2006 - April 2006
Skills
Sourcing, Recruitment/Retention, Social Networking, Pipelines, Contract Negotiations, Full-cycle Recruiting, Interviewing, Talent Acquisition, Applicant Tracking..., Background Checks, Executive Search, Salary Negotiation, Hiring, Employee Relations, Resume Writing, Compliance, Internet Recruiting, Account Management, Recruitment Advertising, Performance Management, Technical Recruiting, Negotiation, Team Building, Coaching, New Business Development, Contract Negotiation, Onboarding, Mentoring, Strategic Planning, Customer Relations, Budgeting, Banking, Metrics, Process Improvement, Benefits Negotiation, Recruiting, Budgets, Interviews, Human Resources, Customer Service, Business Development, Management, Training, SDLC, Leadership Development, Temporary Staffing, College Recruiting, Permanent Placement, Employee Benefits, Temporary Placement
Education
Southern New Hampshire University 2013 — 2016
The Ohio State University 2000 — 2002
Chris Sakowski Chris Sakowski's J.P. Morgan Experience August 2011 - October 2012
Job Yoga Teacher Trainer at Smriti Yoga
Industry Health, Wellness and Fitness
Experience
Smriti Yoga December 2014 - Present
Sampoorna Yoga School December 2013 - April 2014
Phoenix Divers July 2013 - November 2013
JP Morgan August 2011 - October 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Data Entry, Economics, Data Analysis, Yoga, Critical Thinking, Thai Massage, Outlook, Communication, Volunteering, Social Media, Management
Education
Sunshine Network Thai Massage School
Sampoorna Yoga 2012 — 2012
500 Hour Registered Yoga Teacher in Ashtanga/Vinyasa Flow
St. Mary's College of Maryland 2007 — 2011
Bachelor of Arts (B.A.), Economics (Minor: Mathematics/Spanish), Magna Cum Laude
Thai Massage School Shivagakomarpaj
Thai Massage 240 Hour Certification
Smriti Yoga December 2014 - Present
Sampoorna Yoga School December 2013 - April 2014
Phoenix Divers July 2013 - November 2013
JP Morgan August 2011 - October 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Data Entry, Economics, Data Analysis, Yoga, Critical Thinking, Thai Massage, Outlook, Communication, Volunteering, Social Media, Management
Education
Sunshine Network Thai Massage School
Sampoorna Yoga 2012 — 2012
500 Hour Registered Yoga Teacher in Ashtanga/Vinyasa Flow
St. Mary's College of Maryland 2007 — 2011
Bachelor of Arts (B.A.), Economics (Minor: Mathematics/Spanish), Magna Cum Laude
Thai Massage School Shivagakomarpaj
Thai Massage 240 Hour Certification
Bruce O'Donnell Bruce O'Donnell's J.P. Morgan Experience 1992 - 1997
Job Director at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers March 2005 - Present
Duncannon Group 1995 - 2014
JP Morgan Investment Mgmt 1993 - 1997
JP Morgan 1992 - 1997
Fortune Brands September 1987 - September 1992
Titleist & Foot-Joy Worldwide September 1989 - March 1991
The United Illuminating Company March 1985 - September 1987
Arthur Young 1978 - 1985
Skills
Market Data, Reference Data, Derivatives, Trading Systems, Data Governance, SDLC, Electronic Trading, IT Strategy, Security, Management Consulting, Mergers, Vendor Management, Order Management, Business Continuity, Low Latency, Capital Markets, Disaster Recovery, High Performance..., Mergers & Acquisitions, Integration, Strategy, Trading, Proj Management, Project Management
Education
University of Connecticut 1975 — 1977
MPA, Finance
Katholieke Universiteit Leuven 1973 — 1974
BA, Theology
St. Mary's University 1969 — 1973
BA, Philosophy
PricewaterhouseCoopers March 2005 - Present
Duncannon Group 1995 - 2014
JP Morgan Investment Mgmt 1993 - 1997
JP Morgan 1992 - 1997
Fortune Brands September 1987 - September 1992
Titleist & Foot-Joy Worldwide September 1989 - March 1991
The United Illuminating Company March 1985 - September 1987
Arthur Young 1978 - 1985
Skills
Market Data, Reference Data, Derivatives, Trading Systems, Data Governance, SDLC, Electronic Trading, IT Strategy, Security, Management Consulting, Mergers, Vendor Management, Order Management, Business Continuity, Low Latency, Capital Markets, Disaster Recovery, High Performance..., Mergers & Acquisitions, Integration, Strategy, Trading, Proj Management, Project Management
Education
University of Connecticut 1975 — 1977
MPA, Finance
Katholieke Universiteit Leuven 1973 — 1974
BA, Theology
St. Mary's University 1969 — 1973
BA, Philosophy
Amaan Ahmad Amaan Ahmad's J.P. Morgan Experience December 2007 - October 2008
Job Vice President at Markit
Industry Financial Services
Experience
Markit September 2012 - Present
Markit October 2010 - September 2012
Markit (Fka JP. Morgan) October 2008 - October 2010
JP Morgan December 2007 - October 2008
Southern Methodist University August 2007 - November 2007
ABN AMRO June 2005 - July 2005
Skills
Investments, Financial Analysis, Financial Modeling, Valuation, Bloomberg
Education
Southern Methodist University 2003 — 2007
Bachelor of Science, Economics and Finance
Markit September 2012 - Present
Markit October 2010 - September 2012
Markit (Fka JP. Morgan) October 2008 - October 2010
JP Morgan December 2007 - October 2008
Southern Methodist University August 2007 - November 2007
ABN AMRO June 2005 - July 2005
Skills
Investments, Financial Analysis, Financial Modeling, Valuation, Bloomberg
Education
Southern Methodist University 2003 — 2007
Bachelor of Science, Economics and Finance
Maritza Abreu Maritza Abreu's J.P. Morgan Experience 2005 - 2006
Job Executive Assistant at Optima Fund Management
Industry Real Estate
Experience
Optima Fund Management March 2010 - Present
Raminova March 2008 - December 2010
Mark David & Company April 2006 - March 2008
JP Morgan 2005 - 2006
JP Morgan Chase 2003 - 2005
Skills
Investments, Real Estate Transactions, Real Estate, Business Strategy, Leases, Investment Properties, Contract Negotiation, Marketing, Rentals, Investors, Business Development, Sales, Marketing Strategy, Strategic Planning, Relocation, Hedge Funds, Fund Of Funds, Selling, Apartments, Investor Relations, Management
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
Universidad Alcala de Henares 2001 — 2002
International Studies
Optima Fund Management March 2010 - Present
Raminova March 2008 - December 2010
Mark David & Company April 2006 - March 2008
JP Morgan 2005 - 2006
JP Morgan Chase 2003 - 2005
Skills
Investments, Real Estate Transactions, Real Estate, Business Strategy, Leases, Investment Properties, Contract Negotiation, Marketing, Rentals, Investors, Business Development, Sales, Marketing Strategy, Strategic Planning, Relocation, Hedge Funds, Fund Of Funds, Selling, Apartments, Investor Relations, Management
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
Universidad Alcala de Henares 2001 — 2002
International Studies
Susan Hooker, PMP's J.P. Morgan Experience May 2001 - Present
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan May 2001 - Present
Arthur Andersen October 1998 - May 2001
Arthur Andersen March 1996 - October 1998
Skills
Vendor Management, Program Management, Leadership, Management, Business Analysis, Event Management, Project Portfolio..., SDLC, Microsoft Office, Requirements Gathering, PMO, Business Process..., Risk Management, Cross-functional Team..., Business Process Design, PMP, Process Improvement, Change Management, Budgets, Business Development, Software Project..., Financial Services, IT Strategy, Requirements Analysis, Business Intelligence, Banking, Visio, CRM, Leading Meetings, Team Leadership, Strategic Planning, MS Project, Meeting Planning, Project Delivery, Coaching, Project Coordination, Business Requirements, Analysis, Project Management
Education
Southern Illinois University, Carbondale 1985 — 1991
BS, Marketing
JP Morgan May 2001 - Present
Arthur Andersen October 1998 - May 2001
Arthur Andersen March 1996 - October 1998
Skills
Vendor Management, Program Management, Leadership, Management, Business Analysis, Event Management, Project Portfolio..., SDLC, Microsoft Office, Requirements Gathering, PMO, Business Process..., Risk Management, Cross-functional Team..., Business Process Design, PMP, Process Improvement, Change Management, Budgets, Business Development, Software Project..., Financial Services, IT Strategy, Requirements Analysis, Business Intelligence, Banking, Visio, CRM, Leading Meetings, Team Leadership, Strategic Planning, MS Project, Meeting Planning, Project Delivery, Coaching, Project Coordination, Business Requirements, Analysis, Project Management
Education
Southern Illinois University, Carbondale 1985 — 1991
BS, Marketing
Steve Wan Steve Wan's J.P. Morgan Experience 2002 - 2003
Job CoFounder, One Over Zero
Industry Internet
Experience
One Over Zero August 2015 - Present
TrendSource April 2015 - Present
Dropbox September 2014 - August 2015
Qualcomm September 2010 - July 2014
Qualcomm 2008 - 2010
Qualcomm 2005 - 2008
Qualcomm 2003 - 2005
JP Morgan 2002 - 2003
3dfx (acquired by Nvidia) 1996 - 2000
LSI Logic 1993 - 1996
Skills
Product Marketing, Business Development, Mobile Technology, User Experience, Product Management, New Business..., New Technology..., Android, Mobile Applications, Wearable Computing, Business Strategy, Entrepreneurship, Greater China, Semiconductors, Mobile Devices, Wireless, Strategy, Cloud Computing, Management, Mergers & Acquisitions, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Entrepreneurial Mgmt
Stanford University
MS, Electrical Engineering
University of Michigan
BS, Electrical Engineering
University of San Diego School of Law
Juris Doctor (J.D.), Intellectual Property, Business Law
One Over Zero August 2015 - Present
TrendSource April 2015 - Present
Dropbox September 2014 - August 2015
Qualcomm September 2010 - July 2014
Qualcomm 2008 - 2010
Qualcomm 2005 - 2008
Qualcomm 2003 - 2005
JP Morgan 2002 - 2003
3dfx (acquired by Nvidia) 1996 - 2000
LSI Logic 1993 - 1996
Skills
Product Marketing, Business Development, Mobile Technology, User Experience, Product Management, New Business..., New Technology..., Android, Mobile Applications, Wearable Computing, Business Strategy, Entrepreneurship, Greater China, Semiconductors, Mobile Devices, Wireless, Strategy, Cloud Computing, Management, Mergers & Acquisitions, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School
MBA, Finance, Entrepreneurial Mgmt
Stanford University
MS, Electrical Engineering
University of Michigan
BS, Electrical Engineering
University of San Diego School of Law
Juris Doctor (J.D.), Intellectual Property, Business Law
Donna Spanower's J.P. Morgan Experience 1988 - 1999
Job Freelance Project Manager
Industry Marketing and Advertising
Experience
Cline Davis & Mann April 2014 - February 2015
Saatchi & Saatchi Wellness June 2009 - April 2014
Publicis LifeBrands Medicus February 2009 - May 2009
The CementBloc September 2008 - December 2008
Publicis LifeBrands Medicus March 2008 - August 2008
Euro RSCG Life LM&P June 2000 - February 2008
JP Morgan 1988 - 1999
Skills
Relationship Marketing, Interactive Advertising, Direct Marketing, Direct Mail, Advertising, Online Advertising, CRM, Account Management, Creative Strategy, Digital Marketing, Integrated Marketing, Interactive Marketing, Marketing, Mobile Marketing, Digital Strategy
Education
State University of New York College at Old Westbury 1997 — 2000
Bachelor's Degree, Marketing/Advertising
Nassau Community College 1991 — 1996
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Katharine Gibbs School 1987 — 1988
Secretarial Program Certificate
Cline Davis & Mann April 2014 - February 2015
Saatchi & Saatchi Wellness June 2009 - April 2014
Publicis LifeBrands Medicus February 2009 - May 2009
The CementBloc September 2008 - December 2008
Publicis LifeBrands Medicus March 2008 - August 2008
Euro RSCG Life LM&P June 2000 - February 2008
JP Morgan 1988 - 1999
Skills
Relationship Marketing, Interactive Advertising, Direct Marketing, Direct Mail, Advertising, Online Advertising, CRM, Account Management, Creative Strategy, Digital Marketing, Integrated Marketing, Interactive Marketing, Marketing, Mobile Marketing, Digital Strategy
Education
State University of New York College at Old Westbury 1997 — 2000
Bachelor's Degree, Marketing/Advertising
Nassau Community College 1991 — 1996
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Katharine Gibbs School 1987 — 1988
Secretarial Program Certificate
David Novak David Novak's J.P. Morgan Experience September 2006 - December 2006
Job COO at LunchPro & Founder at Quixotic
Industry Internet
Experience
LunchPro August 2015 - Present
Quixotic January 2014 - Present
Independent Consulting January 2014 - August 2015
Chemical Information Services November 2012 - November 2013
Chemical Information Services January 2012 - October 2012
Cash America January 2010 - January 2012
Cash America April 2009 - December 2009
Citi March 2007 - September 2008
JP Morgan September 2006 - December 2006
PricewaterhouseCoopers June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Corporate Finance, Investment Banking, Due Diligence, Mergers, Finance, Strategic Planning, Business Analysis, People Development, Talent Acquisition, Product Development, Leadership, Corporate strategy, Product Strategy, Accounting, Mergers & Acquisitions, Forecasting, Analysis, Business Strategy, Restructuring
Education
Southern Methodist University 2003 — 2006
BBA, Finance, Political Science
LunchPro August 2015 - Present
Quixotic January 2014 - Present
Independent Consulting January 2014 - August 2015
Chemical Information Services November 2012 - November 2013
Chemical Information Services January 2012 - October 2012
Cash America January 2010 - January 2012
Cash America April 2009 - December 2009
Citi March 2007 - September 2008
JP Morgan September 2006 - December 2006
PricewaterhouseCoopers June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Corporate Finance, Investment Banking, Due Diligence, Mergers, Finance, Strategic Planning, Business Analysis, People Development, Talent Acquisition, Product Development, Leadership, Corporate strategy, Product Strategy, Accounting, Mergers & Acquisitions, Forecasting, Analysis, Business Strategy, Restructuring
Education
Southern Methodist University 2003 — 2006
BBA, Finance, Political Science
Scott Bulmahn's J.P. Morgan Experience September 1997 - October 1998
Job President, Objective Technologies Inc.
Industry Financial Services
Experience
Objective Technologies, Inc. July 2004 - Present
E-Chex May 2002 - July 2004
Contrado January 2001 - March 2002
v.License June 1999 - January 2001
JP Morgan September 1997 - October 1998
Citicorp/Citibank 1993 - 1997
Skills
Entrepreneurship, Payment Systems, Payment Industry, IT Strategy, Software Development, Start-ups, Product Management, Micros, Electronic Funds..., Mobile Payments, Leadership, Management, Executive Management, Outsourcing
Education
Southern Methodist University 2005 — 2008
MA, Applied Economics
University of Illinois, Urbana-Champaign 1989 — 1993
BS, Computer Engineering
Objective Technologies, Inc. July 2004 - Present
E-Chex May 2002 - July 2004
Contrado January 2001 - March 2002
v.License June 1999 - January 2001
JP Morgan September 1997 - October 1998
Citicorp/Citibank 1993 - 1997
Skills
Entrepreneurship, Payment Systems, Payment Industry, IT Strategy, Software Development, Start-ups, Product Management, Micros, Electronic Funds..., Mobile Payments, Leadership, Management, Executive Management, Outsourcing
Education
Southern Methodist University 2005 — 2008
MA, Applied Economics
University of Illinois, Urbana-Champaign 1989 — 1993
BS, Computer Engineering
Kenneth Allen's J.P. Morgan Experience January 2010 - October 2012
Job
Industry Financial Services
Experience
Azurest Partners October 2012 - Present
JP Morgan January 2010 - October 2012
Lagos Holdings January 2008 - February 2010
Lehman Brothers August 1994 - November 2007
Merck August 1990 - June 1992
Skills
Investment Banking, Capital Markets, Business Strategy, Valuation, Private Equity, Strategic Negotiations, Venture Capital, Corporate Development, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Entrepreneurship, Financial Analysis, Strategy
Education
Stanford University 1992 — 1994
MA, Education
Stanford University Graduate School of Business 1992 — 1994
MBA
University of Pennsylvania 1986 — 1990
BS, Systems Engineering
Azurest Partners October 2012 - Present
JP Morgan January 2010 - October 2012
Lagos Holdings January 2008 - February 2010
Lehman Brothers August 1994 - November 2007
Merck August 1990 - June 1992
Skills
Investment Banking, Capital Markets, Business Strategy, Valuation, Private Equity, Strategic Negotiations, Venture Capital, Corporate Development, Mergers & Acquisitions, Financial Modeling, Emerging Markets, Entrepreneurship, Financial Analysis, Strategy
Education
Stanford University 1992 — 1994
MA, Education
Stanford University Graduate School of Business 1992 — 1994
MBA
University of Pennsylvania 1986 — 1990
BS, Systems Engineering
Laura Drum Miller's J.P. Morgan Experience July 1999 - July 2002
Job
Industry Pharmaceuticals
Experience
Genentech December 2007 - Present
Pfizer Inc. July 2004 - December 2007
JP Morgan July 1999 - July 2002
Skills
Business Development, Corporate Development, Pharmaceutical Industry, Finance, Portfolio Management, Strategic Planning, Business Strategy, Biotechnology, Life Sciences, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Stanford University 1995 — 1999
AB, Economics & International Relations
Genentech December 2007 - Present
Pfizer Inc. July 2004 - December 2007
JP Morgan July 1999 - July 2002
Skills
Business Development, Corporate Development, Pharmaceutical Industry, Finance, Portfolio Management, Strategic Planning, Business Strategy, Biotechnology, Life Sciences, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Stanford University 1995 — 1999
AB, Economics & International Relations
Eric Ellison's J.P. Morgan Experience August 2009 - Present
Job Vice President / Executive Recruiter at J.P.Morgan Asset Management
Industry Staffing and Recruiting
Experience
JP Morgan August 2009 - Present
Harman International April 2009 - July 2009
JPMorgan Chase November 2007 - February 2009
UBS March 2006 - November 2007
Charles Schwab September 2004 - March 2006
Edge Management 1995 - 2003
Education
State University of New York College at Oswego 1991 — 1995
BA, Communications
Yorktown High School 1989 — 1991
JP Morgan August 2009 - Present
Harman International April 2009 - July 2009
JPMorgan Chase November 2007 - February 2009
UBS March 2006 - November 2007
Charles Schwab September 2004 - March 2006
Edge Management 1995 - 2003
Education
State University of New York College at Oswego 1991 — 1995
BA, Communications
Yorktown High School 1989 — 1991
Kimathi Marangu's J.P. Morgan Experience 1992 - 1998
Job Senior Director, Visa
Industry Financial Services
Experience
Visa February 2012 - Present
Vassar College 2010 - Present
Vassar College 2010 - Present
Stanford Graduate School of Business 2007 - 2013
Plastic Jungle 2010 - January 2012
CyberMonday.com 2006 - 2009
Mall Networks (Cartera Commerce) 2005 - 2009
Apple 2004 - 2005
Schoolpop 2001 - 2003
JP Morgan 1992 - 1998
Skills
Strategy, Credit Cards, Debit Cards, Prepaid Cards, Loyalty Programs, Business Development, Mobile Payments, Strategic Partnerships, Payments, Leadership, Marketing, Management, E-commerce, Business Strategy, Analytics, Start-ups, Product Management, Venture Capital, Strategic Planning, Mobile Devices, Corporate Development, Competitive Analysis, Fundraising, Product Marketing, Online Advertising, Affiliate Marketing, Entrepreneurship, Email Marketing, Enterprise Software, CRM, Product Development, Online Marketing, Executive Management, Mergers & Acquisitions, Mobile Applications, Product Innovation, Management Consulting, Go-to-market Strategy, Marketing Strategy, Digital Marketing, Market Research, Customer Acquisition, Mobile Marketing, Market Analysis, Cross-functional Team..., Integrated Marketing, Lead Generation, Segmentation, SaaS, Direct Marketing
Education
Stanford University
Master of Business Administration (MBA)
Stanford University Graduate School of Business
MBA, Business
Vassar College
A.B., Economics
Visa February 2012 - Present
Vassar College 2010 - Present
Vassar College 2010 - Present
Stanford Graduate School of Business 2007 - 2013
Plastic Jungle 2010 - January 2012
CyberMonday.com 2006 - 2009
Mall Networks (Cartera Commerce) 2005 - 2009
Apple 2004 - 2005
Schoolpop 2001 - 2003
JP Morgan 1992 - 1998
Skills
Strategy, Credit Cards, Debit Cards, Prepaid Cards, Loyalty Programs, Business Development, Mobile Payments, Strategic Partnerships, Payments, Leadership, Marketing, Management, E-commerce, Business Strategy, Analytics, Start-ups, Product Management, Venture Capital, Strategic Planning, Mobile Devices, Corporate Development, Competitive Analysis, Fundraising, Product Marketing, Online Advertising, Affiliate Marketing, Entrepreneurship, Email Marketing, Enterprise Software, CRM, Product Development, Online Marketing, Executive Management, Mergers & Acquisitions, Mobile Applications, Product Innovation, Management Consulting, Go-to-market Strategy, Marketing Strategy, Digital Marketing, Market Research, Customer Acquisition, Mobile Marketing, Market Analysis, Cross-functional Team..., Integrated Marketing, Lead Generation, Segmentation, SaaS, Direct Marketing
Education
Stanford University
Master of Business Administration (MBA)
Stanford University Graduate School of Business
MBA, Business
Vassar College
A.B., Economics
Michael Christopher's J.P. Morgan Experience January 2013 - March 2015
Job Director, Head of BlackRock Executive Search Team at BlackRock
Industry Staffing and Recruiting
Experience
BlackRock March 2015 - Present
J.P. Morgan January 2013 - March 2015
JP Morgan April 2010 - December 2012
Korn/Ferry Futurestep May 2009 - April 2010
Korn/Ferry Futurestep August 2008 - April 2009
Korn Ferry/Futurestep 2006 - July 2008
Olympus 2004 - 2006
Kelly IT Resources 2001 - December 2003
Galaxy Management Group 2000 - 2001
Skills
Relationship Management, Market Research, Technical Recruiting, Executive Search, Talent Acquisition, Recruiters, Applicant Tracking..., Financial Risk, Sourcing, Career Counseling, Marketing, HR Policies, SAP, Internet Recruiting, Accounting, Healthcare, Treasury, Strategy, Recruiting, Human Resources, CRM, Temporary Placement, Management, Sales, Talent Management, Leadership
Education
State University of New York College at Oneonta 1996 — 2000
BA, Web Design
BlackRock March 2015 - Present
J.P. Morgan January 2013 - March 2015
JP Morgan April 2010 - December 2012
Korn/Ferry Futurestep May 2009 - April 2010
Korn/Ferry Futurestep August 2008 - April 2009
Korn Ferry/Futurestep 2006 - July 2008
Olympus 2004 - 2006
Kelly IT Resources 2001 - December 2003
Galaxy Management Group 2000 - 2001
Skills
Relationship Management, Market Research, Technical Recruiting, Executive Search, Talent Acquisition, Recruiters, Applicant Tracking..., Financial Risk, Sourcing, Career Counseling, Marketing, HR Policies, SAP, Internet Recruiting, Accounting, Healthcare, Treasury, Strategy, Recruiting, Human Resources, CRM, Temporary Placement, Management, Sales, Talent Management, Leadership
Education
State University of New York College at Oneonta 1996 — 2000
BA, Web Design
Dev Ashish's J.P. Morgan Experience May 2011 - Present
Job
Industry Computer Software
Experience
JP Morgan May 2011 - Present
Barclays Capital June 2010 - April 2011
Lab49 February 2008 - May 2010
Sailfish Capital Partners November 2006 - January 2008
XL Capital September 2004 - November 2006
Dell June 2002 - September 2004
Plural July 1998 - June 2002
AT&T 1995 - 1998
Skills
C#, Microsoft SQL Server, Java, .NET, StreamBase, Coral8, VBA, SQL, Software Development, ASP.NET, AJAX, Agile Project Management, Microsoft Office, Access, Databases, Fixed Income, Trading Systems, Agile Methodologies, Sybase, Equities, Distributed Systems, SDLC, T-SQL, Enterprise Architecture, Flex, Data Modeling, Design Patterns, Web Services, JavaScript, Database Design, WinForms, SOA, Low Latency, TIBCO, WebSphere MQ, Solace, Data Warehousing, Software Project...
Education
MBIC
Southeastern University
BS, Management Information Systems
JP Morgan May 2011 - Present
Barclays Capital June 2010 - April 2011
Lab49 February 2008 - May 2010
Sailfish Capital Partners November 2006 - January 2008
XL Capital September 2004 - November 2006
Dell June 2002 - September 2004
Plural July 1998 - June 2002
AT&T 1995 - 1998
Skills
C#, Microsoft SQL Server, Java, .NET, StreamBase, Coral8, VBA, SQL, Software Development, ASP.NET, AJAX, Agile Project Management, Microsoft Office, Access, Databases, Fixed Income, Trading Systems, Agile Methodologies, Sybase, Equities, Distributed Systems, SDLC, T-SQL, Enterprise Architecture, Flex, Data Modeling, Design Patterns, Web Services, JavaScript, Database Design, WinForms, SOA, Low Latency, TIBCO, WebSphere MQ, Solace, Data Warehousing, Software Project...
Education
MBIC
Southeastern University
BS, Management Information Systems
Nichole Neilly, PMP, MBA's J.P. Morgan Experience August 1998 - January 2000
Job Business Operations Supervisor at Children's Healthcare of Atlanta
Industry Executive Office
Experience
Children's Healthcare of Atlanta February 2013 - Present
Children's Healthcare of Atlanta August 2010 - January 2013
Project GRAD Atlanta March 2009 - February 2010
Elan Pharmaceuticals June 2001 - March 2009
Between Love and a Hard Place 2009 - 2009
FAR&WIDE Travel April 2000 - January 2001
JP Morgan August 1998 - January 2000
GoodTimes Entertainment July 1997 - August 1998
Skills
Budgets, Customer Service, Fundraising, Program Management, Process Improvement, Leadership, Strategic Planning, Social Networking, Management, Nonprofits, Event Planning, Training, Project Management, Contract Negotiation, Event Management, Team Building, Recruiting, Software Documentation, PowerPoint
Education
University of Phoenix 2002 — 2004
MBA
Spelman College 1990 — 1994
BA
Children's Healthcare of Atlanta February 2013 - Present
Children's Healthcare of Atlanta August 2010 - January 2013
Project GRAD Atlanta March 2009 - February 2010
Elan Pharmaceuticals June 2001 - March 2009
Between Love and a Hard Place 2009 - 2009
FAR&WIDE Travel April 2000 - January 2001
JP Morgan August 1998 - January 2000
GoodTimes Entertainment July 1997 - August 1998
Skills
Budgets, Customer Service, Fundraising, Program Management, Process Improvement, Leadership, Strategic Planning, Social Networking, Management, Nonprofits, Event Planning, Training, Project Management, Contract Negotiation, Event Management, Team Building, Recruiting, Software Documentation, PowerPoint
Education
University of Phoenix 2002 — 2004
MBA
Spelman College 1990 — 1994
BA
Jennifer Sherer's J.P. Morgan Experience 1992 - 1994
Job Balance Center Instructor
Industry Design
Experience
Balance Center 2010 - Present
Stanford Alumni Association August 2010 - October 2010
Ohlone Elementary School August 2008 - June 2010
Ohlone Elementary School 2004 - 2010
Girls Middle School 2008 - 2009
Stanford Alumni Association 2007 - 2008
Ohlone Elementary School 2002 - 2003
Speck Product Design 1996 - 2000
Robertson Stephens and Company 1994 - 1996
JP Morgan 1992 - 1994
Education
Stanford University 1988 — 1992
BS, Product Design Engineering
Balance Center 2010 - Present
Stanford Alumni Association August 2010 - October 2010
Ohlone Elementary School August 2008 - June 2010
Ohlone Elementary School 2004 - 2010
Girls Middle School 2008 - 2009
Stanford Alumni Association 2007 - 2008
Ohlone Elementary School 2002 - 2003
Speck Product Design 1996 - 2000
Robertson Stephens and Company 1994 - 1996
JP Morgan 1992 - 1994
Education
Stanford University 1988 — 1992
BS, Product Design Engineering
Keith Amirault's J.P. Morgan Experience February 2010 - August 2012
Job Senior Consultant
Industry Management Consulting
Experience
Cervello April 2014 - Present
JP Morgan February 2010 - August 2012
JP Morgan January 2008 - January 2010
Odom and Frey June 2006 - October 2007
Skills
Derivatives, Trading, Hedging, Commodity Markets, Financial Risk, Commodity, Trading Systems, Risk Management, Proprietary Trading, Trading Strategies, Market Risk, Structured Products, Technical Analysis, Equity Derivatives, Investment Banking, Data Analytics, Big Data Analytics, Cloud Computing, Data Integration, Data Intelligence, SaaS, Data Architecture, Master Data Management
Education
University of North Florida 2005 — 2007
B.B.A, Finance
St. Petersburg College 2000 — 2002
A.A, Engineering
Cervello April 2014 - Present
JP Morgan February 2010 - August 2012
JP Morgan January 2008 - January 2010
Odom and Frey June 2006 - October 2007
Skills
Derivatives, Trading, Hedging, Commodity Markets, Financial Risk, Commodity, Trading Systems, Risk Management, Proprietary Trading, Trading Strategies, Market Risk, Structured Products, Technical Analysis, Equity Derivatives, Investment Banking, Data Analytics, Big Data Analytics, Cloud Computing, Data Integration, Data Intelligence, SaaS, Data Architecture, Master Data Management
Education
University of North Florida 2005 — 2007
B.B.A, Finance
St. Petersburg College 2000 — 2002
A.A, Engineering
Tim Floyd's J.P. Morgan Experience 2008 - 2008
Job Senior Business Consultant at OpenLink Financial
Industry Oil & Energy
Experience
OpenLink Financial February 2015 - Present
QX Consultants, LLC May 2013 - January 2015
Macauarie Limited November 2012 - May 2013
JPMorgan Chase-New York City May 2011 - November 2012
JPMorgan-Houston Texas August 2010 - April 2011
Nexen Inc. August 2009 - August 2010
Colonial Oil Inds., Inc September 1981 - January 2008
JP Morgan 2008 - 2008
Skills
Business Analysis, Petroleum, Energy Industry, Management, Business Requirements, Risk Management, Financial Analysis, Commodity, General Ledger, Business Process, Accounting, Trading Systems, Business Process..., Trading, Integration, Commodity Markets, ETRM, Business Intelligence, ERP, Management Consulting
Education
South University 1980 — 1983
Business, Accounting
OpenLink Financial February 2015 - Present
QX Consultants, LLC May 2013 - January 2015
Macauarie Limited November 2012 - May 2013
JPMorgan Chase-New York City May 2011 - November 2012
JPMorgan-Houston Texas August 2010 - April 2011
Nexen Inc. August 2009 - August 2010
Colonial Oil Inds., Inc September 1981 - January 2008
JP Morgan 2008 - 2008
Skills
Business Analysis, Petroleum, Energy Industry, Management, Business Requirements, Risk Management, Financial Analysis, Commodity, General Ledger, Business Process, Accounting, Trading Systems, Business Process..., Trading, Integration, Commodity Markets, ETRM, Business Intelligence, ERP, Management Consulting
Education
South University 1980 — 1983
Business, Accounting
Paul B. Finn's J.P. Morgan Experience 1975 - 1994
Job Executive Vice President & Head of Wealth Management at Clarien Bank Limited
Industry Financial Services
Experience
Clarien Bank Limited February 2014 - Present
PBF Associates January 2012 - February 2014
BNY Mellon 1999 - 2011
Coutts & Co 1995 - 1999
CS First Boston 1994 - 1995
JP Morgan 1975 - 1994
Skills
Executive Management, Strategic Leadership, Wealth Management, Investment Advisory, Estate Planning, New Business Development, Global Business..., Business Strategy, International Management, Corporate Finance, Mentoring Of Staff, High Net Worth..., Hedge Funds, Wealth, Private Equity, Mergers & Acquisitions, Equities, Series 7, Alternative Investments, Private Banking, Investment Banking, Strategy, Relationship Management, Portfolio Management, Wealth Management..., Fixed Income, Asset Management
Education
Eaglebrook School
Stanford University
BA, Economics
Phillips Academy
Clarien Bank Limited February 2014 - Present
PBF Associates January 2012 - February 2014
BNY Mellon 1999 - 2011
Coutts & Co 1995 - 1999
CS First Boston 1994 - 1995
JP Morgan 1975 - 1994
Skills
Executive Management, Strategic Leadership, Wealth Management, Investment Advisory, Estate Planning, New Business Development, Global Business..., Business Strategy, International Management, Corporate Finance, Mentoring Of Staff, High Net Worth..., Hedge Funds, Wealth, Private Equity, Mergers & Acquisitions, Equities, Series 7, Alternative Investments, Private Banking, Investment Banking, Strategy, Relationship Management, Portfolio Management, Wealth Management..., Fixed Income, Asset Management
Education
Eaglebrook School
Stanford University
BA, Economics
Phillips Academy
Stanley Friedman's J.P. Morgan Experience 2000 - 2004
Job Global HR Executive I Expertise in Talent Acquisition,Compensation,Leadership,ER,M&A Integration, Advisory/Consulting
Industry Financial Services
Experience
ALPHA HC CONSULTING May 2015 - Present
King Street Capital Management October 2013 - February 2015
Fortress Investment Group April 2007 - October 2013
Amaranth LLC October 2004 - December 2006
JP Morgan 2000 - 2004
GE Capital 1996 - 2000
GE Capital 1993 - 1996
Strategic Recruiting Group, Inc. 1988 - 1993
Bernard Chaus, Inc. 1985 - 1988
Metromedia & Co. 1983 - 1986
Skills
Talent Acquisition, Talent Management, Deferred Compensation, Employee Relations, Hedge Funds, Performance Management, Fixed Income, Human Resources, Employee Benefits, Strategic Planning, Equities, Program Management, Structured Finance, HRIS, Onboarding, Emerging Markets, HR Policies, Change Management, Recruiting, Organizational..., Management, Financial Services, Executive Search, Culture Change, Consulting, Temporary Placement, Personnel Management, Private Equity, Entrepreneurship, Organizational Design, Strategy, Leadership, Asset Management, Mergers & Acquisitions
Education
Teachers College of Columbia University 1976 — 1977
MA, Personnel Administration
SUNY Fredonia 1971 — 1975
BA, Special Studies
ALPHA HC CONSULTING May 2015 - Present
King Street Capital Management October 2013 - February 2015
Fortress Investment Group April 2007 - October 2013
Amaranth LLC October 2004 - December 2006
JP Morgan 2000 - 2004
GE Capital 1996 - 2000
GE Capital 1993 - 1996
Strategic Recruiting Group, Inc. 1988 - 1993
Bernard Chaus, Inc. 1985 - 1988
Metromedia & Co. 1983 - 1986
Skills
Talent Acquisition, Talent Management, Deferred Compensation, Employee Relations, Hedge Funds, Performance Management, Fixed Income, Human Resources, Employee Benefits, Strategic Planning, Equities, Program Management, Structured Finance, HRIS, Onboarding, Emerging Markets, HR Policies, Change Management, Recruiting, Organizational..., Management, Financial Services, Executive Search, Culture Change, Consulting, Temporary Placement, Personnel Management, Private Equity, Entrepreneurship, Organizational Design, Strategy, Leadership, Asset Management, Mergers & Acquisitions
Education
Teachers College of Columbia University 1976 — 1977
MA, Personnel Administration
SUNY Fredonia 1971 — 1975
BA, Special Studies
Laura DiGioacchino's J.P. Morgan Experience January 1989 - May 1993
Job Vice President at Visa
Industry Financial Services
Christopher Kimball's J.P. Morgan Experience February 2012 - Present
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan February 2012 - Present
JP Morgan September 1985 - Present
Skills
Certified Financial..., Series 7, Series 63, Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Investment Advisory, Investments, Asset Management, Investment Management, FINRA, Strategic Financial..., Mutual Funds, Investment Strategies, Equities, Fixed Income, Securities, Retirement Planning, Uniform Combined State..., Series 65
Education
Southern Methodist University
BA, Liberal Arts
J.P. Morgan February 2012 - Present
JP Morgan September 1985 - Present
Skills
Certified Financial..., Series 7, Series 63, Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Investment Advisory, Investments, Asset Management, Investment Management, FINRA, Strategic Financial..., Mutual Funds, Investment Strategies, Equities, Fixed Income, Securities, Retirement Planning, Uniform Combined State..., Series 65
Education
Southern Methodist University
BA, Liberal Arts
Sophie Sirtaine's J.P. Morgan Experience 1993 - 1999
Job Country Director for the Caribbean at The World Bank
Industry Financial Services
Experience
The World Bank July 2012 - Present
World Bank June 1999 - June 2012
JP Morgan 1993 - 1999
JP Morgan, London 1993 - 1999
Education
London School of Economics and Political Science 1992 — 1993
Master of Science (MSc), Economics
Solvay Brussels School 1987 — 1992
Bsc in Commercial Engineering, Business Adminstration
The World Bank July 2012 - Present
World Bank June 1999 - June 2012
JP Morgan 1993 - 1999
JP Morgan, London 1993 - 1999
Education
London School of Economics and Political Science 1992 — 1993
Master of Science (MSc), Economics
Solvay Brussels School 1987 — 1992
Bsc in Commercial Engineering, Business Adminstration
Rammohan Yandra's J.P. Morgan Experience October 2007 - March 2008
Job Hybris Consultant & Lead at W.W.Grainger
Industry Information Technology and Services
Experience
W.W.Grainger June 2013 - Present
W.W. Grainger March 2008 - June 2013
JP Morgan October 2007 - March 2008
Walgreens January 2007 - October 2007
Satyam Computer services Limited May 2005 - January 2007
xerox corporation October 2003 - May 2005
Amica Technologies October 2000 - October 2003
Skills
Struts, Java Enterprise Edition, Spring, JMS, SOA, Web Services, Hibernate, Java, Oracle, DB2, Weblogic, SQL, XML, Requirements Analysis, Data Warehousing, JSF, Endeca, Enterprise Search, JBoss Application Server, Security, Hybris HMC,Hybris Hac &..., RESTful WebServices, Hybris E-commerce server, Broadvision E-commerce...
Education
University of Madras 1996 — 1999
Master of Computer Applications (MCA), Computer Science
Sri Venkateswara University 1993 — 1996
Bachelor of computers, Computer Science
W.W.Grainger June 2013 - Present
W.W. Grainger March 2008 - June 2013
JP Morgan October 2007 - March 2008
Walgreens January 2007 - October 2007
Satyam Computer services Limited May 2005 - January 2007
xerox corporation October 2003 - May 2005
Amica Technologies October 2000 - October 2003
Skills
Struts, Java Enterprise Edition, Spring, JMS, SOA, Web Services, Hibernate, Java, Oracle, DB2, Weblogic, SQL, XML, Requirements Analysis, Data Warehousing, JSF, Endeca, Enterprise Search, JBoss Application Server, Security, Hybris HMC,Hybris Hac &..., RESTful WebServices, Hybris E-commerce server, Broadvision E-commerce...
Education
University of Madras 1996 — 1999
Master of Computer Applications (MCA), Computer Science
Sri Venkateswara University 1993 — 1996
Bachelor of computers, Computer Science
Don Patrick's J.P. Morgan Experience August 1989 - July 1997
Job Marketing Services Executive
Industry Marketing and Advertising
Experience
Infogroup 2011 - December 2013
Alterian August 2010 - 2011
Merkle July 1997 - August 2010
JP Morgan August 1989 - July 1997
Skills
CRM, Business Intelligence, Analytics, Customer Acquisition, Digital Marketing, Direct Mail, Direct Marketing, Email Marketing, Lead Generation, Integrated Marketing, Management, Leadership, Marketing, Marketing Strategy, Process Improvement, Project Management, Online Marketing, Salesforce.com, Sales Management, Strategic Planning, Start-ups, Strategy, Vendor Management, Account Management
Education
The University of Chicago 1987 — 1988
MBA, Finance and International Business
Saint Lawrence University 1978 — 1982
BA
Infogroup 2011 - December 2013
Alterian August 2010 - 2011
Merkle July 1997 - August 2010
JP Morgan August 1989 - July 1997
Skills
CRM, Business Intelligence, Analytics, Customer Acquisition, Digital Marketing, Direct Mail, Direct Marketing, Email Marketing, Lead Generation, Integrated Marketing, Management, Leadership, Marketing, Marketing Strategy, Process Improvement, Project Management, Online Marketing, Salesforce.com, Sales Management, Strategic Planning, Start-ups, Strategy, Vendor Management, Account Management
Education
The University of Chicago 1987 — 1988
MBA, Finance and International Business
Saint Lawrence University 1978 — 1982
BA
Dawn Lorenzino's J.P. Morgan Experience August 2001 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Donna Allson's J.P. Morgan Experience 1989 - 2001
Job Managing Director Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America December 2014 - Present
Bank of America May 2001 - Present
JP Morgan 1989 - 2001
Skills
Equities, Investment Banking, Derivatives, Banking, Fixed Income, Risk Management, Capital Markets, Swaps, Portfolio Management, Financial Analysis, Securities, Change Management
Education
Stetson University 1983 — 1989
Bank of America December 2014 - Present
Bank of America May 2001 - Present
JP Morgan 1989 - 2001
Skills
Equities, Investment Banking, Derivatives, Banking, Fixed Income, Risk Management, Capital Markets, Swaps, Portfolio Management, Financial Analysis, Securities, Change Management
Education
Stetson University 1983 — 1989
Jane Wolk's J.P. Morgan Experience May 1996 - July 2000
Job Owner, Law Offices of Jane F. Wolk, LLC
Industry Law Practice
Experience
Law Offices of Jane F. Wolk, LLC October 2010 - Present
DLA Piper July 2000 - August 2002
JP Morgan May 1996 - July 2000
Schulte Roth & Zabel LLP September 1993 - May 1996
Katten Muchin Rosenman LLP October 1991 - July 1993
Skills
Estate Planning, Estate Administration, Trusts, Wills, Tax, Estate Law, Powers of Attorney, Estate Tax Planning, Gift Tax, Courts, Mediation, Fiduciary, Family Law, Probate, Surrogate's Court..., Living Wills, Fiduciary Liability, Estate tax return..., Common Trust Fund..., Contested probate, Establish & Maintain..., Legal Writing, Legal Research
Education
Stanford University Law School 1988 — 1991
JD
University of Tennessee-Knoxville 1983 — 1987
BA, summa cum laude
Bearden High School 1979 — 1983
Law Offices of Jane F. Wolk, LLC October 2010 - Present
DLA Piper July 2000 - August 2002
JP Morgan May 1996 - July 2000
Schulte Roth & Zabel LLP September 1993 - May 1996
Katten Muchin Rosenman LLP October 1991 - July 1993
Skills
Estate Planning, Estate Administration, Trusts, Wills, Tax, Estate Law, Powers of Attorney, Estate Tax Planning, Gift Tax, Courts, Mediation, Fiduciary, Family Law, Probate, Surrogate's Court..., Living Wills, Fiduciary Liability, Estate tax return..., Common Trust Fund..., Contested probate, Establish & Maintain..., Legal Writing, Legal Research
Education
Stanford University Law School 1988 — 1991
JD
University of Tennessee-Knoxville 1983 — 1987
BA, summa cum laude
Bearden High School 1979 — 1983
Lynne Westbrook's J.P. Morgan Experience March 2009 - Present
Job Vice President Institutional Fund Accounting at JP Morgan
Industry Financial Services
Experience
JP Morgan March 2009 - Present
Hudson Advisors, LLC / Lone Star Funds 2001 - March 2009
Lone Star Capital Management / Lone Star Funds 2003 - 2007
Skills
Accounting, Asset Management, Equities, GAAP, Financial Services, Alternative Investments, Financial Accounting, Internal Controls, Portfolio Management, Process Improvement, Fixed Income, Hedge Funds, Cash Management, Asset Managment, Mergers
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Finance / Financial Statement Analysis
JP Morgan March 2009 - Present
Hudson Advisors, LLC / Lone Star Funds 2001 - March 2009
Lone Star Capital Management / Lone Star Funds 2003 - 2007
Skills
Accounting, Asset Management, Equities, GAAP, Financial Services, Alternative Investments, Financial Accounting, Internal Controls, Portfolio Management, Process Improvement, Fixed Income, Hedge Funds, Cash Management, Asset Managment, Mergers
Education
Stephen F. Austin State University
Bachelor of Business Administration (BBA), Finance / Financial Statement Analysis
Lester Pataki's J.P. Morgan Experience 2009 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan 2009 - Present
Citigroup 2002 - 2009
Marakon Associates 1993 - 1997
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
University of Pennsylvania 1989 — 1993
Bachelor, Business, Engineering
JP Morgan 2009 - Present
Citigroup 2002 - 2009
Marakon Associates 1993 - 1997
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
University of Pennsylvania 1989 — 1993
Bachelor, Business, Engineering
Telma Ruiz's J.P. Morgan Experience 1997 - Present
Job Assistant Vice President at Chase Home Finance
Industry Banking
Experience
Chase Home Finance Client & Servicing Integration ManagerJPMorgan Chase1997 - Present
JP Morgan 1997 - Present
Education
Southwestern College 1982 — 1989
Chase Home Finance Client & Servicing Integration ManagerJPMorgan Chase1997 - Present
JP Morgan 1997 - Present
Education
Southwestern College 1982 — 1989
Rick Putnam's J.P. Morgan Experience 1983 - 1986
Job Real Estate Acquisitions Executive/Principal
Industry Real Estate
Experience
Colliers-International March 2012 - Present
RREEF November 2007 - September 2011
Cushman & Wakefield February 2007 - November 2007
Trammell Crow Company September 1988 - February 2007
JP Morgan 1983 - 1986
Skills
Real Estate Acquisitions, Source by Relationships, Transaction Management, Proven Business Grower
Education
UCLA Anderson School of Business 1986 — 1988
MBA, Real Estate Finance
Stanford University 1979 — 1983
BA, Economics, Political Science
Colliers-International March 2012 - Present
RREEF November 2007 - September 2011
Cushman & Wakefield February 2007 - November 2007
Trammell Crow Company September 1988 - February 2007
JP Morgan 1983 - 1986
Skills
Real Estate Acquisitions, Source by Relationships, Transaction Management, Proven Business Grower
Education
UCLA Anderson School of Business 1986 — 1988
MBA, Real Estate Finance
Stanford University 1979 — 1983
BA, Economics, Political Science
Jonathan Floe's J.P. Morgan Experience 1983 - 1991
Job Financial Consultant
Industry Financial Services
Experience
etre, llc 2007 - Present
Bank of America 2005 - 2007
Fleet Bank 1999 - 2005
BankBoston 1996 - 1999
BayBank 1992 - 1996
JP Morgan 1983 - 1991
j.p. Morgan 1983 - 1991
Skills
Portfolio Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Stanford University 1974 — 1978
Buckingham Browne & Nichols 1968 — 1974
etre, llc 2007 - Present
Bank of America 2005 - 2007
Fleet Bank 1999 - 2005
BankBoston 1996 - 1999
BayBank 1992 - 1996
JP Morgan 1983 - 1991
j.p. Morgan 1983 - 1991
Skills
Portfolio Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Stanford University 1974 — 1978
Buckingham Browne & Nichols 1968 — 1974
Amy Harris, MBA's J.P. Morgan Experience September 1997 - May 2005
Job AVP at Royal Bank of Scotland
Industry Financial Services
Experience
Royal Bank of Scotland April 2009 - Present
Barclays Capital August 2008 - April 2009
Morgan Stanley May 2005 - February 2008
JP Morgan September 1997 - May 2005
JPMorgan 1997 - 2005
Office of the NYC Comptroller June 1995 - August 1997
Skills
Financial Analysis, Forecasting, Mergers & Acquisitions, Financial Reporting, Competitive Analysis, Analysis, Management, Equities, Access, Market Research
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
MBA, Finance
State University of New York at New Paltz 1991 — 1995
BS, Marketing/Economics
Royal Bank of Scotland April 2009 - Present
Barclays Capital August 2008 - April 2009
Morgan Stanley May 2005 - February 2008
JP Morgan September 1997 - May 2005
JPMorgan 1997 - 2005
Office of the NYC Comptroller June 1995 - August 1997
Skills
Financial Analysis, Forecasting, Mergers & Acquisitions, Financial Reporting, Competitive Analysis, Analysis, Management, Equities, Access, Market Research
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2003
MBA, Finance
State University of New York at New Paltz 1991 — 1995
BS, Marketing/Economics
Ed Palmer's J.P. Morgan Experience 2004 - 2006
Job Sr Manager, University Relations at Walmart eCommerce
Industry Internet
Experience
Walmart eCommerce June 2015 - Present
BrightEdge April 2013 - May 2015
Ericsson October 2011 - April 2013
Goldman Sachs 2006 - 2011
JP Morgan 2004 - 2006
WestLake Financial Group 2002 - 2003
Trustmark Insurance 1996 - 2002
Skills
Univesity Recruitment, Experienced Hire..., Staffing / Sourcing, Project Management, Benefits Administration, Training & Development, Recruiting, Talent Management, Employee Training, Talent Acquisition, HRIS, Vendor Management, Onboarding, Management, Leadership, Program Management, Employee Benefits, Human Resources, College Recruiting, Applicant Tracking..., New Hire Orientations, Temporary Placement, Internet Recruiting, Interviews, Technical Recruiting, Sourcing, Employee Relations, Time Management, Policy, Benefits Negotiation, Employer Branding, Taleo, Workforce Planning, Performance Management, Deferred Compensation, Personnel Management, Contract Recruitment, Hiring, Screening, Succession Planning, Employee Engagement, PeopleSoft, Organizational..., Graduate Recruitment, Career Development, Executive Search, HR Policies, Training, Resume Writing, Screening Resumes
Education
St. Ambrose University
B.S., Business Management, Minor - Economics
Walmart eCommerce June 2015 - Present
BrightEdge April 2013 - May 2015
Ericsson October 2011 - April 2013
Goldman Sachs 2006 - 2011
JP Morgan 2004 - 2006
WestLake Financial Group 2002 - 2003
Trustmark Insurance 1996 - 2002
Skills
Univesity Recruitment, Experienced Hire..., Staffing / Sourcing, Project Management, Benefits Administration, Training & Development, Recruiting, Talent Management, Employee Training, Talent Acquisition, HRIS, Vendor Management, Onboarding, Management, Leadership, Program Management, Employee Benefits, Human Resources, College Recruiting, Applicant Tracking..., New Hire Orientations, Temporary Placement, Internet Recruiting, Interviews, Technical Recruiting, Sourcing, Employee Relations, Time Management, Policy, Benefits Negotiation, Employer Branding, Taleo, Workforce Planning, Performance Management, Deferred Compensation, Personnel Management, Contract Recruitment, Hiring, Screening, Succession Planning, Employee Engagement, PeopleSoft, Organizational..., Graduate Recruitment, Career Development, Executive Search, HR Policies, Training, Resume Writing, Screening Resumes
Education
St. Ambrose University
B.S., Business Management, Minor - Economics
Kenneth Mallek's J.P. Morgan Experience April 2010 - Present
Job Vice President, Capital Advisor, Lender for the Centralized Lending Team, JPMorgan The Private Bank
Industry Banking
Experience
JP Morgan April 2010 - Present
JPMorgan Chase January 2007 - May 2008
JPMorgan Chase June 2006 - January 2007
JP Morgan Chase September 1998 - June 2006
Skills
Credit, Mortgage, Banking, Underwriting, Asset Management, Private Banking, Sales Management, Credit Risk, Risk Management, Mortgage Lending, Portfolio Management, Management, Financial Risk, Leadership, Relationship Management, Mortgage Banking, Securities, Loans
Education
State University of New York College at Oswego 1995 — 1997
BA, Business Administrtion
State University of New York College at Oswego 1995 — 1997
Business, Business Admin.
JP Morgan April 2010 - Present
JPMorgan Chase January 2007 - May 2008
JPMorgan Chase June 2006 - January 2007
JP Morgan Chase September 1998 - June 2006
Skills
Credit, Mortgage, Banking, Underwriting, Asset Management, Private Banking, Sales Management, Credit Risk, Risk Management, Mortgage Lending, Portfolio Management, Management, Financial Risk, Leadership, Relationship Management, Mortgage Banking, Securities, Loans
Education
State University of New York College at Oswego 1995 — 1997
BA, Business Administrtion
State University of New York College at Oswego 1995 — 1997
Business, Business Admin.
Lauren Burns's J.P. Morgan Experience June 2008 - Present
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JP Morgan June 2008 - Present
Bear Stearns January 1998 - June 2008
Strategic Assets, Inc. November 1995 - December 1997
Buttonwood Securities March 1995 - November 1995
Northwestern Mutual Insurance Company March 1993 - September 1994
Paul Revere Insurance Company August 1992 - March 1993
Mass Mutual Insurance Company January 1991 - August 1992
Education
State University of New York College at Plattsburgh 1986 — 1990
BS, Psychology, Business
JPMorgan Chase January 2013 - Present
JP Morgan June 2008 - Present
Bear Stearns January 1998 - June 2008
Strategic Assets, Inc. November 1995 - December 1997
Buttonwood Securities March 1995 - November 1995
Northwestern Mutual Insurance Company March 1993 - September 1994
Paul Revere Insurance Company August 1992 - March 1993
Mass Mutual Insurance Company January 1991 - August 1992
Education
State University of New York College at Plattsburgh 1986 — 1990
BS, Psychology, Business
Gina Vinci's J.P. Morgan Experience June 2011 - Present
Job Associate, Global Wealth Management at JP Morgan
Industry Financial Services
Experience
J.P. Morgan June 2011 - Present
JP Morgan January 2010 - June 2011
JPMorgan Chase April 2009 - January 2010
JPMorgan Chase July 2008 - April 2009
Skills
Bloomberg, Fixed Income, Investments, Strategy, Wealth Management, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
J.P. Morgan June 2011 - Present
JP Morgan January 2010 - June 2011
JPMorgan Chase April 2009 - January 2010
JPMorgan Chase July 2008 - April 2009
Skills
Bloomberg, Fixed Income, Investments, Strategy, Wealth Management, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 2004 — 2008
Leslie Karp's J.P. Morgan Experience 1988 - Present
Job Associate, Risk Management at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management June 2011 - Present
JP Morgan 1988 - Present
J.P. Morgan Asset Management 2005 - 2009
J.P. Morgan Asset Management 2000 - 2005
J.P. Morgan Asset Management 1993 - 2000
J.P. Morgan Asset Management 1988 - 1993
Skills
Risk Management, Asset Management
Education
State University of New York College at Oneonta 1981 — 1985
J.P. Morgan Asset Management June 2011 - Present
JP Morgan 1988 - Present
J.P. Morgan Asset Management 2005 - 2009
J.P. Morgan Asset Management 2000 - 2005
J.P. Morgan Asset Management 1993 - 2000
J.P. Morgan Asset Management 1988 - 1993
Skills
Risk Management, Asset Management
Education
State University of New York College at Oneonta 1981 — 1985
Cindy Hertenstein's J.P. Morgan Experience Vice PresidentJPMorgan Chase2004 - Present
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan Vice PresidentJPMorgan Chase2004 - Present
Bank One Corporation 1977 - 2004
Education
Southern Methodist University - Cox School of Business 1969 — 1973
JP Morgan Vice PresidentJPMorgan Chase2004 - Present
Bank One Corporation 1977 - 2004
Education
Southern Methodist University - Cox School of Business 1969 — 1973
Trish Dever's J.P. Morgan Experience July 2001 - Present
Job Managing Director HR, JP Morgan
Industry Investment Banking
Experience
JP Morgan July 2001 - Present
Morgan Stanley 1993 - 2001
Education
State University of New York College at Oneonta
BS, Economics
JP Morgan July 2001 - Present
Morgan Stanley 1993 - 2001
Education
State University of New York College at Oneonta
BS, Economics
Jacqueline Thorne Anzurez's J.P. Morgan Experience 2000 - 2001
Job Vice President at Citco Fund Services
Industry Investment Management
Experience
Citco Fund Services July 2013 - Present
Clarion Partners LLC April 2004 - July 2013
Deloitte & Touche October 2001 - April 2004
JP Morgan 2000 - 2001
Skills
Valuation, Financial Reporting, Asset Management, General Ledger, Due Diligence, Portfolio Management, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Citco Fund Services July 2013 - Present
Clarion Partners LLC April 2004 - July 2013
Deloitte & Touche October 2001 - April 2004
JP Morgan 2000 - 2001
Skills
Valuation, Financial Reporting, Asset Management, General Ledger, Due Diligence, Portfolio Management, Financial Modeling
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Albert Papa's J.P. Morgan Experience 1996 - 1999
Job Managing Director at Swiss Reinsurance Company
Industry Investment Management
Experience
Swiss Re Asset Management July 1999 - Present
JP Morgan 1996 - 1999
Mutual Benefit Life Insurance Co. 1994 - 1996
Chemical Banking Corporation 1989 - 1993
National Westminster Bank 1987 - 1989
Skills
Derivatives, Fixed Income, Structured Products, Investments, Trading, Portfolio Management, Bonds, Finance, Securities, Asset Management, Equities, Asset Allocation, Investment Strategies, Credit
Education
Saint John's University 1983 — 1987
Bachelor's degree, Economics
St. John's University, The Peter J. Tobin College of Business 1983 — 1987
BS - Finance, Economics and Finance
Swiss Re Asset Management July 1999 - Present
JP Morgan 1996 - 1999
Mutual Benefit Life Insurance Co. 1994 - 1996
Chemical Banking Corporation 1989 - 1993
National Westminster Bank 1987 - 1989
Skills
Derivatives, Fixed Income, Structured Products, Investments, Trading, Portfolio Management, Bonds, Finance, Securities, Asset Management, Equities, Asset Allocation, Investment Strategies, Credit
Education
Saint John's University 1983 — 1987
Bachelor's degree, Economics
St. John's University, The Peter J. Tobin College of Business 1983 — 1987
BS - Finance, Economics and Finance
Cheryl Lipshutz's J.P. Morgan Experience 1977 - 1993
Job Sr. Vice President, Portfolio Management & Strategic Planning at Duke Energy International
Industry Utilities
Experience
Duke Energy International August 2009 - Present
Duke Energy April 2002 - August 2009
Enron 1998 - 2002
ABN AMRO 1993 - 1998
JP Morgan 1977 - 1993
Skills
Valuation, Structuring, Cross-functional Team..., Mergers, Portfolio Management, Strategic Planning, Joint Ventures, Corporate Finance, Investment Banking, Financial Structuring, Investments, Energy, Mergers & Acquisitions, Leadership, Financial Modeling, Due Diligence, Negotiation
Education
Southern Methodist University - Cox School of Business 1976 — 1977
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1973 — 1976
BBA, International Business
Duke Energy International August 2009 - Present
Duke Energy April 2002 - August 2009
Enron 1998 - 2002
ABN AMRO 1993 - 1998
JP Morgan 1977 - 1993
Skills
Valuation, Structuring, Cross-functional Team..., Mergers, Portfolio Management, Strategic Planning, Joint Ventures, Corporate Finance, Investment Banking, Financial Structuring, Investments, Energy, Mergers & Acquisitions, Leadership, Financial Modeling, Due Diligence, Negotiation
Education
Southern Methodist University - Cox School of Business 1976 — 1977
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1973 — 1976
BBA, International Business
Ben Delo's J.P. Morgan Experience 2010 - Present
Job Banking Professional
Industry Banking
Experience
JP Morgan 2010 - Present
JPMorgan Chase 1997 - 2008
Skills
Mortgage Lending, Loans, Credit, Mortgage, Credit Analysis, Banking, Capital Markets, Loan Origination, Mortgage Banking, Residential Mortgages, Credit Risk, Refinance, Business Development
Education
Stevens Institute of Technology
JP Morgan 2010 - Present
JPMorgan Chase 1997 - 2008
Skills
Mortgage Lending, Loans, Credit, Mortgage, Credit Analysis, Banking, Capital Markets, Loan Origination, Mortgage Banking, Residential Mortgages, Credit Risk, Refinance, Business Development
Education
Stevens Institute of Technology
Patrick Fone's J.P. Morgan Experience May 2007 - January 2010
Job VP at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2007 - Present
JP Morgan May 2007 - January 2010
Bear Stearns & Company January 1996 - March 2008
Education
St. John's University 1991 — 1997
Bachelor’s Degree, Marketing
JPMorgan Chase May 2007 - Present
JP Morgan May 2007 - January 2010
Bear Stearns & Company January 1996 - March 2008
Education
St. John's University 1991 — 1997
Bachelor’s Degree, Marketing
Justin Akai's J.P. Morgan Experience October 2008 - March 2010
Job Executive Director
Industry Financial Services
Experience
JPMorgan Chase February 2013 - Present
JP Morgan Chase April 2010 - February 2013
JP Morgan October 2008 - March 2010
JP Morgan March 2007 - October 2008
JPMorgan January 2004 - March 2007
Deutsche Bank/ NDB 1997 - 2003
Education
State University of New York College at Oneonta 1993 — 1995
BS, Business Economics
JPMorgan Chase February 2013 - Present
JP Morgan Chase April 2010 - February 2013
JP Morgan October 2008 - March 2010
JP Morgan March 2007 - October 2008
JPMorgan January 2004 - March 2007
Deutsche Bank/ NDB 1997 - 2003
Education
State University of New York College at Oneonta 1993 — 1995
BS, Business Economics
Leslie Peter DeGroot IV's J.P. Morgan Experience December 1992 - May 2008
Job Sr. VPInvestments/Private Wealth Advisor
Industry Financial Services
Experience
UBS Private Wealth Management May 2008 - Present
JP Morgan December 1992 - May 2008
Education
Southern Methodist University 1984 — 1988
BS, Economics
UBS Private Wealth Management May 2008 - Present
JP Morgan December 1992 - May 2008
Education
Southern Methodist University 1984 — 1988
BS, Economics
Robert Grillo's J.P. Morgan Experience July 2007 - December 2009
Job MD at BofA ML
Industry Banking
Experience
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch December 2009 - Present
JP Morgan July 2007 - December 2009
HSBC 2005 - 2007
Black River Asset Management 2003 - 2005
Credit Suisse First Boston 2002 - 2003
Deutsche Bank 2001 - 2002
III Advisors 1995 - 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Bonds, Proprietary Trading, Sales Management, Regulatory Policy, Trading, Securities, Interest Rate..., Portfolio Management, Capital Markets, Financial Modeling, Structured Products, Investments, Investment Banking, MBS, Bloomberg, Equity Derivatives, Equities, Electronic Trading, Alternative Investments, Series 7, Credit Derivatives, Financial Markets, Trading Systems, FX Options, Hedging, Swaps, Equity Trading, Prime Brokerage, Structured Finance
Education
St. John's University, The Peter J. Tobin College of Business 1987 — 1990
BS, Marketing / Bus Admin
Floral Park
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch December 2009 - Present
JP Morgan July 2007 - December 2009
HSBC 2005 - 2007
Black River Asset Management 2003 - 2005
Credit Suisse First Boston 2002 - 2003
Deutsche Bank 2001 - 2002
III Advisors 1995 - 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Bonds, Proprietary Trading, Sales Management, Regulatory Policy, Trading, Securities, Interest Rate..., Portfolio Management, Capital Markets, Financial Modeling, Structured Products, Investments, Investment Banking, MBS, Bloomberg, Equity Derivatives, Equities, Electronic Trading, Alternative Investments, Series 7, Credit Derivatives, Financial Markets, Trading Systems, FX Options, Hedging, Swaps, Equity Trading, Prime Brokerage, Structured Finance
Education
St. John's University, The Peter J. Tobin College of Business 1987 — 1990
BS, Marketing / Bus Admin
Floral Park
Belgica Santana's J.P. Morgan Experience November 2010 - March 2013
Job at Morgan Stanley
Industry Banking
Experience
JP Morgan November 2010 - March 2013
Bear Stearns 2004 - 2008
Skills
Derivatives
Education
State University of New York at New Paltz 1997 — 2001
JP Morgan November 2010 - March 2013
Bear Stearns 2004 - 2008
Skills
Derivatives
Education
State University of New York at New Paltz 1997 — 2001
Michael Woods's J.P. Morgan Experience 2003 - 2004
Job Business Development at Palantir
Industry Research
Experience
Palantir Technologies September 2015 - Present
Ayasdi 2013 - Present
Sensato Investors 2012 - 2013
Barclays Global Investors 2004 - 2009
JP Morgan 2003 - 2004
Education
Stanford University 1999 — 2003
BS, Mathematics
Menlo Atherton High School
Oak Knoll Elementary School
Stanford Basketball Camp
Palantir Technologies September 2015 - Present
Ayasdi 2013 - Present
Sensato Investors 2012 - 2013
Barclays Global Investors 2004 - 2009
JP Morgan 2003 - 2004
Education
Stanford University 1999 — 2003
BS, Mathematics
Menlo Atherton High School
Oak Knoll Elementary School
Stanford Basketball Camp
Joe Gentile's J.P. Morgan Experience August 1989 - December 1999
Job CAO at Leerink Swann
Industry Investment Banking
Experience
Leerink Swann CFO Fixed Income DivisionLehman BrothersJune 2006 - March 2007
Barclays Capital (formerly Lehman Brothers) 2006 - 2007
Bank of America January 2005 - June 2006
Bank of America July 2001 - December 2004
Cygnifi January 2000 - June 2001
JP Morgan August 1989 - December 1999
Education
Saint John's University 1989 — 1992
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1983 — 1987
BS, Accounting
Leerink Swann CFO Fixed Income DivisionLehman BrothersJune 2006 - March 2007
Barclays Capital (formerly Lehman Brothers) 2006 - 2007
Bank of America January 2005 - June 2006
Bank of America July 2001 - December 2004
Cygnifi January 2000 - June 2001
JP Morgan August 1989 - December 1999
Education
Saint John's University 1989 — 1992
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1983 — 1987
BS, Accounting
Courtney Cain's J.P. Morgan Experience June 2007 - Present
Job 2nd Year Analyst at JP Morgan
Industry Investment Banking
Experience
JP Morgan June 2007 - Present
Education
Southern Methodist University - Cox School of Business 2003 — 2007
BBA, Finance, Spanish
JP Morgan June 2007 - Present
Education
Southern Methodist University - Cox School of Business 2003 — 2007
BBA, Finance, Spanish
Andrew Slezak's J.P. Morgan Experience May 2006 - Present
Job VP at JP Morgan
Industry Investment Banking
Experience
JP Morgan May 2006 - Present
UUNET October 1999 - June 2003
Iwaynet Communications Inc June 1996 - August 1999
PaineWebber June 1994 - December 1996
Skills
Service Delivery, Project Management, Business Analysis, IT Management, Change Management, Incident Management, Risk Management, Vendor Management, Information Security..., IT Strategy, Disaster Recovery, Linux System..., Solaris, AIX, Perl, Bash, Ksh, SSH, SQL, CCNA, Information Technology, ITIL, Infrastructure, Microsoft Excel, AS400 system, Unix, Data Center, Servers, Databases, Linux, Investment Banking
Education
Stanford University 2007 — 2010
Master Certificate, Quantitative Finance & Risk Management
Texas A&M University 2009 — 2010
MBA, Business Administration and Management, General
The Ohio State University - The Max M. Fisher College of Business 1996 — 2003
Bachelor of Science (B.S.), Management Information Systems
Upper Arlington High School 1992 — 1996
Diploma
JP Morgan May 2006 - Present
UUNET October 1999 - June 2003
Iwaynet Communications Inc June 1996 - August 1999
PaineWebber June 1994 - December 1996
Skills
Service Delivery, Project Management, Business Analysis, IT Management, Change Management, Incident Management, Risk Management, Vendor Management, Information Security..., IT Strategy, Disaster Recovery, Linux System..., Solaris, AIX, Perl, Bash, Ksh, SSH, SQL, CCNA, Information Technology, ITIL, Infrastructure, Microsoft Excel, AS400 system, Unix, Data Center, Servers, Databases, Linux, Investment Banking
Education
Stanford University 2007 — 2010
Master Certificate, Quantitative Finance & Risk Management
Texas A&M University 2009 — 2010
MBA, Business Administration and Management, General
The Ohio State University - The Max M. Fisher College of Business 1996 — 2003
Bachelor of Science (B.S.), Management Information Systems
Upper Arlington High School 1992 — 1996
Diploma
Donna Spinoso's J.P. Morgan Experience June 1987 - April 1994
Job Licensed Associate Broker at Daniel Gale Sotheby's Realty
Industry Real Estate
Experience
Daniel Gale Sotheby's Realty November 2006 - Present
Prudential Douglas Elliman April 2002 - November 2006
Aon Consulting August 1999 - April 2002
Precise/WWW April 1994 - December 1999
JP Morgan June 1987 - April 1994
Education
State University of New York College at Oneonta 1983 — 1987
Business, Accounting/Marketing Minors
Saint Francis Prepatory School 1979 — 1983
Daniel Gale Sotheby's Realty November 2006 - Present
Prudential Douglas Elliman April 2002 - November 2006
Aon Consulting August 1999 - April 2002
Precise/WWW April 1994 - December 1999
JP Morgan June 1987 - April 1994
Education
State University of New York College at Oneonta 1983 — 1987
Business, Accounting/Marketing Minors
Saint Francis Prepatory School 1979 — 1983
Laura Mahaney's J.P. Morgan Experience Managing DirectorJPMorgan1982 - Present
Job Managing Director at JP Morgan
Industry Facilities Services
Experience
JP Morgan Managing DirectorJPMorgan1982 - Present
JP Morgan Securities LLC 1982 - Present
Skills
Investment Banking, Capital Markets, Management, Risk Management, Mergers & Acquisitions, Portfolio Management, Investments, Banking, Structured Finance, Financial Analysis
Education
Southern Methodist University
BBA, Finance, Economics
JP Morgan Managing DirectorJPMorgan1982 - Present
JP Morgan Securities LLC 1982 - Present
Skills
Investment Banking, Capital Markets, Management, Risk Management, Mergers & Acquisitions, Portfolio Management, Investments, Banking, Structured Finance, Financial Analysis
Education
Southern Methodist University
BBA, Finance, Economics
Ryan Nagim's J.P. Morgan Experience July 2001 - August 2004
Job Principal LongueVue Capital
Industry Venture Capital & Private Equity
Experience
LongueVue Capital, LLC April 2015 - Present
American Capital August 2004 - January 2015
AAIPharma Services Corp. 2013 - 2015
Cambridge Major Laboratories, Inc. 2012 - 2015
ECA Medical Instruments 2011 - 2015
The Meadows of Wickenburg 2006 - 2015
JP Morgan July 2001 - August 2004
Skills
Private Equity, LBO, Corporate Finance, Due Diligence, Valuation, Venture Capital, Investment Banking, Mergers & Acquisitions, Corporate Development, Financial Modeling, M&A experience, Capital Markets, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance and Management
Southern Methodist University - Cox School of Business 1997 — 2001
BBA in Finance
LongueVue Capital, LLC April 2015 - Present
American Capital August 2004 - January 2015
AAIPharma Services Corp. 2013 - 2015
Cambridge Major Laboratories, Inc. 2012 - 2015
ECA Medical Instruments 2011 - 2015
The Meadows of Wickenburg 2006 - 2015
JP Morgan July 2001 - August 2004
Skills
Private Equity, LBO, Corporate Finance, Due Diligence, Valuation, Venture Capital, Investment Banking, Mergers & Acquisitions, Corporate Development, Financial Modeling, M&A experience, Capital Markets, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance and Management
Southern Methodist University - Cox School of Business 1997 — 2001
BBA in Finance
Edward Vanchot's J.P. Morgan Experience January 2004 - October 2006
Job Sr. Technical Project Manager at Anthem
Industry Information Technology and Services
Experience
Anthem, Inc. July 2013 - Present
Yale University January 2013 - June 2013
UnitedHealth Group May 2012 - October 2012
MassMutual Financial Group March 2012 - April 2012
Affinion Group January 2009 - January 2012
GlassHouse Technologies 2007 - 2008
Merrill Lynch October 2006 - February 2007
Pitney Bowes 2007 - 2007
JP Morgan January 2004 - October 2006
DSL.net 2000 - 2003
Skills
SDLC, Vendor Management, PMP, IT Management, Disaster Recovery, TCP/IP, Management, Visio, PMO, MS Project, Data Center, Project Management, Leadership, Firewalls, Process Improvement, SharePoint, Program Management, Information Technology, Servers, Change Management, Virtualization, Infrastructure, Governance, System Deployment, Business Process, Access, Technical Support, Project Planning, Strategy, Networking, Project Portfolio..., Enterprise Software, Databases, Testing, Integration, IT Strategy, Requirements Gathering, ITIL, Information Security, Enterprise Architecture, IT Service Management, Resource Management, Managed Services, Business Analysis, Project Delivery, Software Documentation, Microsoft Project
Education
Project Management Institute 2003 — 2003
PMP, Project Management
Southern Connecticut State University 1983 — 1987
B.S, Corporate Communications
Derby High School 1978 — 1982
Anthem, Inc. July 2013 - Present
Yale University January 2013 - June 2013
UnitedHealth Group May 2012 - October 2012
MassMutual Financial Group March 2012 - April 2012
Affinion Group January 2009 - January 2012
GlassHouse Technologies 2007 - 2008
Merrill Lynch October 2006 - February 2007
Pitney Bowes 2007 - 2007
JP Morgan January 2004 - October 2006
DSL.net 2000 - 2003
Skills
SDLC, Vendor Management, PMP, IT Management, Disaster Recovery, TCP/IP, Management, Visio, PMO, MS Project, Data Center, Project Management, Leadership, Firewalls, Process Improvement, SharePoint, Program Management, Information Technology, Servers, Change Management, Virtualization, Infrastructure, Governance, System Deployment, Business Process, Access, Technical Support, Project Planning, Strategy, Networking, Project Portfolio..., Enterprise Software, Databases, Testing, Integration, IT Strategy, Requirements Gathering, ITIL, Information Security, Enterprise Architecture, IT Service Management, Resource Management, Managed Services, Business Analysis, Project Delivery, Software Documentation, Microsoft Project
Education
Project Management Institute 2003 — 2003
PMP, Project Management
Southern Connecticut State University 1983 — 1987
B.S, Corporate Communications
Derby High School 1978 — 1982
Ron_ Waliczek's J.P. Morgan Experience April 2006 - Present
Job Executive Director at JP Morgan
Industry Banking
Experience
JP Morgan April 2006 - Present
Bank One December 1998 - February 2002
First National Bank Of Chicago August 1993 - December 1998
First National Bank Of Chicago August 1993 - December 1998
The Tokai Bank June 1989 - July 1993
Education
Southern Methodist University - Cox School of Business 2000 — 2001
MBA, Finance
University of Illinois at Urbana-Champaign 1984 — 1987
BS, Agricultural Economics
JP Morgan April 2006 - Present
Bank One December 1998 - February 2002
First National Bank Of Chicago August 1993 - December 1998
First National Bank Of Chicago August 1993 - December 1998
The Tokai Bank June 1989 - July 1993
Education
Southern Methodist University - Cox School of Business 2000 — 2001
MBA, Finance
University of Illinois at Urbana-Champaign 1984 — 1987
BS, Agricultural Economics
Johnny Daswani's J.P. Morgan Experience July 2007 - January 2009
Job Head of Industrial & Consumer Sector
Industry Investment Management
Experience
Signal Investment Research August 2014 - Present
Kismat Holdings LLC January 2009 - Present
Kismat Capital LLC July 2010 - August 2014
JP Morgan July 2007 - January 2009
Sandler Capital Management August 2003 - September 2007
Skills
Investments, Equities, Hedge Funds, Portfolio Management, Investment Strategies, Start-ups, Alternative Investments, Equity Research, Bloomberg, Valuation, Private Equity, Asset Management, Capital Markets, Equity Valuation, Financial Modeling, Trading Strategies, Trading, Venture Capital, Asset Allocation, Financial Markets, Corporate Finance
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
BA, Finance
Signal Investment Research August 2014 - Present
Kismat Holdings LLC January 2009 - Present
Kismat Capital LLC July 2010 - August 2014
JP Morgan July 2007 - January 2009
Sandler Capital Management August 2003 - September 2007
Skills
Investments, Equities, Hedge Funds, Portfolio Management, Investment Strategies, Start-ups, Alternative Investments, Equity Research, Bloomberg, Valuation, Private Equity, Asset Management, Capital Markets, Equity Valuation, Financial Modeling, Trading Strategies, Trading, Venture Capital, Asset Allocation, Financial Markets, Corporate Finance
Education
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
BA, Finance
Brandon Fox (BJ)'s J.P. Morgan Experience July 2013 - Present
Job VP New Business Conversions Retirement Services at JP Morgan
Industry Computer Software
Experience
JP Morgan July 2013 - Present
Amcom Software November 2005 - July 2013
Price Consulting Inc. March 2003 - November 2005
SSFHS Home Hospital September 2002 - February 2003
Professional Baseball April 2001 - August 2002
Skills
Integration, Software Project..., Project Management, SharePoint, Visio, SQL, Linux, MS Project, Communication Skills, Organization, Team Leadership, Dedication to...
Education
University of Central Arkansas 1999 — 2001
Southwestern Community College 1998 — 1999
Associate of Science (AS)
JP Morgan July 2013 - Present
Amcom Software November 2005 - July 2013
Price Consulting Inc. March 2003 - November 2005
SSFHS Home Hospital September 2002 - February 2003
Professional Baseball April 2001 - August 2002
Skills
Integration, Software Project..., Project Management, SharePoint, Visio, SQL, Linux, MS Project, Communication Skills, Organization, Team Leadership, Dedication to...
Education
University of Central Arkansas 1999 — 2001
Southwestern Community College 1998 — 1999
Associate of Science (AS)
Michael Dorsey's J.P. Morgan Experience 2002 - 2007
Job Managing Partner at Bay Area Growth Fund
Industry Venture Capital & Private Equity
Experience
Bay Area Growth Fund August 2014 - Present
Bay Area Equity Fund 2007 - Present
The Westly Group January 2008 - January 2014
JP Morgan 2002 - 2007
Skills
Venture Capital, Equities, Cleantech, Start-ups, Corporate Development, Private Equity, Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Corporate Finance, Valuation, Strategic Partnerships, Emerging Markets, Investments, Entrepreneurship, Business Strategy
Education
Yale University - Yale School of Management 1979 — 1981
MBA, Management
Stanford University 1973 — 1977
AB, History
Bay Area Growth Fund August 2014 - Present
Bay Area Equity Fund 2007 - Present
The Westly Group January 2008 - January 2014
JP Morgan 2002 - 2007
Skills
Venture Capital, Equities, Cleantech, Start-ups, Corporate Development, Private Equity, Financial Modeling, Strategy, Mergers & Acquisitions, Due Diligence, Corporate Finance, Valuation, Strategic Partnerships, Emerging Markets, Investments, Entrepreneurship, Business Strategy
Education
Yale University - Yale School of Management 1979 — 1981
MBA, Management
Stanford University 1973 — 1977
AB, History
Lesley Daniels Webster's J.P. Morgan Experience 1994 - 2006
Job Director at MarketAxess
Industry Capital Markets
Experience
MarketAxess 2013 - Present
Manulife Financial October 2012 - Present
Daniels Webster Capital Advisors 2006 - Present
jp morgan 1994 - 2006
JPMorgan 1994 - 2005
UBS 1990 - 1994
Skills
Capital Markets, Hedge Funds, Fixed Income, Derivatives, Operational Risk, Banking, Risk Management, Investment Banking, Portfolio Management, Bloomberg, Equities, Securities, Management
Education
Stanford University 1973 — 1978
Ph.D., Economics
MarketAxess 2013 - Present
Manulife Financial October 2012 - Present
Daniels Webster Capital Advisors 2006 - Present
jp morgan 1994 - 2006
JPMorgan 1994 - 2005
UBS 1990 - 1994
Skills
Capital Markets, Hedge Funds, Fixed Income, Derivatives, Operational Risk, Banking, Risk Management, Investment Banking, Portfolio Management, Bloomberg, Equities, Securities, Management
Education
Stanford University 1973 — 1978
Ph.D., Economics
Gary Casino's J.P. Morgan Experience January 1979 - 2009
Job .
Industry Hospital & Health Care
Experience
Robert Wood Johnson Physician Enterprise August 2015 - Present
Somerset Urological Associates May 2013 - Present
BHG Healthcare Business Solutions September 2009 - May 2013
JP Morgan January 1979 - 2009
Skills
Mergers & Acquisitions, Business Analysis, Management, Financial Modeling, Accounting, Financial Analysis, Strategic Planning, Business Strategy, Finance, Financial Services, Executive Management, Project Management, Healthcare
Education
St. Francis College 1974 — 1978
B.S., Accounting
Xaverian High School 1970 — 1974
Robert Wood Johnson Physician Enterprise August 2015 - Present
Somerset Urological Associates May 2013 - Present
BHG Healthcare Business Solutions September 2009 - May 2013
JP Morgan January 1979 - 2009
Skills
Mergers & Acquisitions, Business Analysis, Management, Financial Modeling, Accounting, Financial Analysis, Strategic Planning, Business Strategy, Finance, Financial Services, Executive Management, Project Management, Healthcare
Education
St. Francis College 1974 — 1978
B.S., Accounting
Xaverian High School 1970 — 1974
Oliver Wesson's J.P. Morgan Experience 1976 - 1988
Job Senior Vice President at Bank of America
Industry Banking
Experience
Northern California Presbyterian Homes and Services May 2013 - Present
Bank of America August 2006 - Present
DEPFA BANK plc 2004 - 2006
The Retail Initiative, Inc 2001 - 2003
JP Morgan 1976 - 1988
Skills
Portfolio Management, Credit Analysis, Banking, Credit, Capital Markets, Fixed Income, Investment Banking, Management, Strategic Planning, Financial Structuring, Bonds, Loans, Credit Risk, Structured Finance, Investments, Derivatives, Loan Origination, Financial Services, Financial Modeling, Treasury Management, Asset Management, Financial Risk, Finance, Funding
Education
Stanford University Graduate School of Business
MBA
Stanford University
BA, Economics
Northern California Presbyterian Homes and Services May 2013 - Present
Bank of America August 2006 - Present
DEPFA BANK plc 2004 - 2006
The Retail Initiative, Inc 2001 - 2003
JP Morgan 1976 - 1988
Skills
Portfolio Management, Credit Analysis, Banking, Credit, Capital Markets, Fixed Income, Investment Banking, Management, Strategic Planning, Financial Structuring, Bonds, Loans, Credit Risk, Structured Finance, Investments, Derivatives, Loan Origination, Financial Services, Financial Modeling, Treasury Management, Asset Management, Financial Risk, Finance, Funding
Education
Stanford University Graduate School of Business
MBA
Stanford University
BA, Economics
Edward Riley's J.P. Morgan Experience June 2008 - December 2008
Job Experienced QA testing professional
Industry Information Technology and Services
Experience
CSC 2011 - Present
Crestron Electronics 2009 - 2011
JP Morgan June 2008 - December 2008
AT&T October 2007 - June 2008
UBS Investment Bank December 2006 - October 2007
City of New York May 2006 - November 2006
Citigroup June 2005 - May 2006
Bowne & Company August 2003 - May 2005
Marsh October 2002 - July 2003
Barclays Bank July 2002 - October 2002
Education
State University of New York Empire State College 2007 — 2009
BS, Business Management/IT
CSC 2011 - Present
Crestron Electronics 2009 - 2011
JP Morgan June 2008 - December 2008
AT&T October 2007 - June 2008
UBS Investment Bank December 2006 - October 2007
City of New York May 2006 - November 2006
Citigroup June 2005 - May 2006
Bowne & Company August 2003 - May 2005
Marsh October 2002 - July 2003
Barclays Bank July 2002 - October 2002
Education
State University of New York Empire State College 2007 — 2009
BS, Business Management/IT
Richard DiBernardo's J.P. Morgan Experience September 1990 - January 2006
Job Senior Vice President / Heartland Bank & Trust Company
Industry Real Estate
Experience
Heartland Bank & Trust Company October 2011 - Present
Grand Avenue Capital, LLC January 2006 - September 2011
JP Morgan September 1990 - January 2006
Skills
Real Estate, Commercial Real Estate..., Portfolio Management, Asset Management, Investments, Loans, Due Diligence, Credit, Commercial Real Estate, Underwriting, Commercial Mortgages, Credit Risk, REO, Loss Mitigation, Property Management, Commercial Leasing, Commercial Real Estate...
Education
St. Norbert College 1969 — 1973
BA, Finance
Heartland Bank & Trust Company October 2011 - Present
Grand Avenue Capital, LLC January 2006 - September 2011
JP Morgan September 1990 - January 2006
Skills
Real Estate, Commercial Real Estate..., Portfolio Management, Asset Management, Investments, Loans, Due Diligence, Credit, Commercial Real Estate, Underwriting, Commercial Mortgages, Credit Risk, REO, Loss Mitigation, Property Management, Commercial Leasing, Commercial Real Estate...
Education
St. Norbert College 1969 — 1973
BA, Finance
Trevor McLean, MBA's J.P. Morgan Experience July 2010 - July 2012
Job Business Analyst at The State of Texas
Industry Information Technology and Services
Experience
The State of Texas June 2014 - Present
Enterprise Rent-A-Car May 2014 - June 2014
Event Support Professionals 2013 - 2013
JP Morgan July 2010 - July 2012
JP Morgan July 2008 - July 2010
Skills
Business Analysis, Vendor Management, Process Improvement, Project Management, Microsoft Office, Access, Strategic Planning, Data Analysis, Program Management, Microsoft Excel, Analysis, Customer Service, Marketing, Social Media Marketing, Management, Competitive Analysis, Business Strategy, Leadership, PowerPoint, Social Media, Visio, Team Leadership, Training, Business Development, Team Building, Social Networking, Public Speaking, Budgets, Marketing Strategy, Project Planning, Microsoft Word, Entrepreneurship, Research, Account Management, Sales, Event Planning, Change Management, Event Management, SharePoint
Education
St. Edward's University 2012 — 2014
Master of Business Administration (MBA), Digital Communication and Media/Multimedia, 3.5
Huston-Tillotson University 2004 — 2008
B.A., International Business
The State of Texas June 2014 - Present
Enterprise Rent-A-Car May 2014 - June 2014
Event Support Professionals 2013 - 2013
JP Morgan July 2010 - July 2012
JP Morgan July 2008 - July 2010
Skills
Business Analysis, Vendor Management, Process Improvement, Project Management, Microsoft Office, Access, Strategic Planning, Data Analysis, Program Management, Microsoft Excel, Analysis, Customer Service, Marketing, Social Media Marketing, Management, Competitive Analysis, Business Strategy, Leadership, PowerPoint, Social Media, Visio, Team Leadership, Training, Business Development, Team Building, Social Networking, Public Speaking, Budgets, Marketing Strategy, Project Planning, Microsoft Word, Entrepreneurship, Research, Account Management, Sales, Event Planning, Change Management, Event Management, SharePoint
Education
St. Edward's University 2012 — 2014
Master of Business Administration (MBA), Digital Communication and Media/Multimedia, 3.5
Huston-Tillotson University 2004 — 2008
B.A., International Business
Michael Kloufetos's J.P. Morgan Experience 2005 - December 2012
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JP Morgan 2005 - December 2012
Skills
Credit Derivatives
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2005
Bachelor's degree, Finance
JPMorgan Chase January 2013 - Present
JP Morgan 2005 - December 2012
Skills
Credit Derivatives
Education
Saint John's University - Peter J. Tobin College of Business 2001 — 2005
Bachelor's degree, Finance
Bill McLeod's J.P. Morgan Experience August 1992 - May 1999
Job CoHead of Equity Capital Markets at Stifel
Industry Investment Banking
Experience
Stifel July 2010 - Present
Thomas Weisel Partners January 2004 - August 2010
Banc of America Securities May 1999 - June 2003
JP Morgan August 1992 - May 1999
Eppler, Guerin & Turner 1988 - 1990
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Southern Methodist University 1984 — 1988
BBA, Finance and Economics
Stifel July 2010 - Present
Thomas Weisel Partners January 2004 - August 2010
Banc of America Securities May 1999 - June 2003
JP Morgan August 1992 - May 1999
Eppler, Guerin & Turner 1988 - 1990
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Southern Methodist University 1984 — 1988
BBA, Finance and Economics
Douglas Stull's J.P. Morgan Experience 2003 - Present
Job Vice President for Finance and Business Management at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan 2003 - Present
JP Morgan Chase 2002 - Present
Aon 1995 - 2002
Education
St. Ambrose University 1981 — 1984
Bachelor of Arts (B.A.), Mass Communications
JP Morgan 2003 - Present
JP Morgan Chase 2002 - Present
Aon 1995 - 2002
Education
St. Ambrose University 1981 — 1984
Bachelor of Arts (B.A.), Mass Communications
Brian Howley's J.P. Morgan Experience July 1989 - January 1996
Job AVP Business Development at Benchmark Title Agency
Industry Insurance
Experience
Benchmark Title Agency April 2013 - Present
Chicago Title Insurance Company January 2003 - March 2013
Commerzbank AG, Risk & Finance (New York, NY) 1996 - 2002
JP Morgan July 1989 - January 1996
Education
State University of New York College at Oneonta 1986 — 1989
BS, Business Economics/minor Finance
Benchmark Title Agency April 2013 - Present
Chicago Title Insurance Company January 2003 - March 2013
Commerzbank AG, Risk & Finance (New York, NY) 1996 - 2002
JP Morgan July 1989 - January 1996
Education
State University of New York College at Oneonta 1986 — 1989
BS, Business Economics/minor Finance
Mandira Singh's J.P. Morgan Experience July 2007 - July 2009
Job Business Development at athenahealth
Industry Information Technology and Services
Experience
athenahealth August 2013 - Present
Doximity June 2012 - August 2012
Essex Woodlands Health Ventures August 2009 - May 2011
JP Morgan July 2007 - July 2009
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Venture Capital, Due Diligence, Corporate Finance, Investments, Equities, Hedge Funds, Mergers, Financial Analysis, DCF, Business Development
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Vassar College 2003 — 2007
BA, Economics, Music
athenahealth August 2013 - Present
Doximity June 2012 - August 2012
Essex Woodlands Health Ventures August 2009 - May 2011
JP Morgan July 2007 - July 2009
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Venture Capital, Due Diligence, Corporate Finance, Investments, Equities, Hedge Funds, Mergers, Financial Analysis, DCF, Business Development
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Vassar College 2003 — 2007
BA, Economics, Music
April Kupper, CFA's J.P. Morgan Experience January 2014 - Present
Job Vice President at JPMorgan Chase & Co.
Industry Banking
Experience
J.P. Morgan January 2014 - Present
JPMorgan Chase May 2010 - December 2013
JP Morgan April 2008 - May 2010
Lenox Advisors April 2006 - August 2007
Skills
Bloomberg, Portfolio Management, Valuation, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Bonds, Capital Markets, Derivatives, Equity Research, Corporate Finance, Private Equity
Education
State University of New York College at Geneseo 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan January 2014 - Present
JPMorgan Chase May 2010 - December 2013
JP Morgan April 2008 - May 2010
Lenox Advisors April 2006 - August 2007
Skills
Bloomberg, Portfolio Management, Valuation, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Bonds, Capital Markets, Derivatives, Equity Research, Corporate Finance, Private Equity
Education
State University of New York College at Geneseo 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Christi Greco/JPMCHASE's J.P. Morgan Experience 2000 - Present
Job Vice President at JPMorgan
Industry Financial Services
Experience
JP Morgan 2000 - Present
JPMorgan February 2004 - February 2011
Skills
Derivatives, Equities, Fixed Income, Bloomberg, Securities, Financial Analysis, Financial Modeling, Valuation, Mutual Funds, Capital Markets, Investments, Financial Services, Banking, Hedge Funds
Education
Southeastern Oklahoma State University
BBA, Accounting, Business Mgmt, Oil & Gas Accounting
JP Morgan 2000 - Present
JPMorgan February 2004 - February 2011
Skills
Derivatives, Equities, Fixed Income, Bloomberg, Securities, Financial Analysis, Financial Modeling, Valuation, Mutual Funds, Capital Markets, Investments, Financial Services, Banking, Hedge Funds
Education
Southeastern Oklahoma State University
BBA, Accounting, Business Mgmt, Oil & Gas Accounting
Lynsay Donica's J.P. Morgan Experience June 2008 - October 2014
Job Director Commodities Risk at PetroChina International
Industry Investment Banking
Experience
PetroChina International October 2014 - Present
JP Morgan June 2008 - October 2014
Bear Stearns Asset Management November 2007 - June 2008
The Williams Companies 2005 - 2007
Sempra Energy Trading September 2002 - May 2003
Skills
Derivatives, Commodity, Commodity Markets, Trading, Options, Hedging, Valuation, Portfolio Management, Risk Management, Swaps, Trading Systems, Market Risk, Natural Gas, Product Control, Project Finance, Financial Analysis
Education
Holland Hall
Southern Methodist University - Cox School of Business
BA, Finance and Economics
PetroChina International October 2014 - Present
JP Morgan June 2008 - October 2014
Bear Stearns Asset Management November 2007 - June 2008
The Williams Companies 2005 - 2007
Sempra Energy Trading September 2002 - May 2003
Skills
Derivatives, Commodity, Commodity Markets, Trading, Options, Hedging, Valuation, Portfolio Management, Risk Management, Swaps, Trading Systems, Market Risk, Natural Gas, Product Control, Project Finance, Financial Analysis
Education
Holland Hall
Southern Methodist University - Cox School of Business
BA, Finance and Economics
Adam Cutillo's J.P. Morgan Experience 2006 - September 2011
Job VP at Brown Brothers Harriman
Industry Banking
Experience
Brown Brothers Harriman September 2011 - Present
JP Morgan 2006 - September 2011
Citigroup September 2004 - September 2006
Goldman Sachs September 2000 - September 2004
Skills
Hedge Funds, Equities, Financial Analysis, Financial Reporting, Analysis, Financial Modeling, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2004
MBA, Finance
Brown Brothers Harriman September 2011 - Present
JP Morgan 2006 - September 2011
Citigroup September 2004 - September 2006
Goldman Sachs September 2000 - September 2004
Skills
Hedge Funds, Equities, Financial Analysis, Financial Reporting, Analysis, Financial Modeling, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2004
MBA, Finance
Sakshi Agarwal's J.P. Morgan Experience June 2010 - August 2010
Job Senior Product Manager at Capital Float
Industry Internet
Experience
Capital Float September 2015 - Present
RelayRides October 2014 - July 2015
McKinsey & Company February 2013 - September 2014
Stanford Institute for Innovation in Developing Economies (SEED) April 2012 - January 2013
Google July 2011 - September 2011
Stanford University April 2011 - July 2011
Iridescent March 2011 - May 2011
JP Morgan June 2010 - August 2010
Stanford University May 2010 - August 2010
Public Service Division July 2009 - August 2009
Skills
Economics, Human Computer..., User Experience, Entrepreneurship, Strategy, Human-computer..., Design Thinking, Research, Interaction Design, Computer Science, Product Management, Social Entrepreneurship, Usability Testing
Education
Stanford University
Master of Science (MS), Computer Science
Stanford University
Bachelor of Arts (BA), Economics
Singapore American School
International School of Amsterdam
Hong Kong International School
Capital Float September 2015 - Present
RelayRides October 2014 - July 2015
McKinsey & Company February 2013 - September 2014
Stanford Institute for Innovation in Developing Economies (SEED) April 2012 - January 2013
Google July 2011 - September 2011
Stanford University April 2011 - July 2011
Iridescent March 2011 - May 2011
JP Morgan June 2010 - August 2010
Stanford University May 2010 - August 2010
Public Service Division July 2009 - August 2009
Skills
Economics, Human Computer..., User Experience, Entrepreneurship, Strategy, Human-computer..., Design Thinking, Research, Interaction Design, Computer Science, Product Management, Social Entrepreneurship, Usability Testing
Education
Stanford University
Master of Science (MS), Computer Science
Stanford University
Bachelor of Arts (BA), Economics
Singapore American School
International School of Amsterdam
Hong Kong International School
Valery Avdeenko's J.P. Morgan Experience September 2011 - December 2011
Job Senior analyst at Gazprombank
Industry Financial Services
Experience
Gazprombank May 2012 - Present
JP Morgan September 2011 - December 2011
Merrill Lynch June 2010 - August 2010
EMAlliance June 2009 - July 2009
Skills
Financial Modeling, Research, Data Analysis, Strategy, Economics, Analysis, Valuation, Corporate Finance, Microsoft Office, Start-ups
Education
Stanford University 2008 — 2011
Bachelor's Degree, Economics with Honors, CS minor
Gazprombank May 2012 - Present
JP Morgan September 2011 - December 2011
Merrill Lynch June 2010 - August 2010
EMAlliance June 2009 - July 2009
Skills
Financial Modeling, Research, Data Analysis, Strategy, Economics, Analysis, Valuation, Corporate Finance, Microsoft Office, Start-ups
Education
Stanford University 2008 — 2011
Bachelor's Degree, Economics with Honors, CS minor
Peter Ray, PMP's J.P. Morgan Experience June 2008 - August 2010
Job Director, Program Manager |Strategic Initiatives, Financial Services
Industry Financial Services
Experience
TD Securities (USA) LLC August 2010 - August 2014
JP Morgan June 2008 - August 2010
Bear Stearns & Co December 2004 - June 2008
MSCI Barra April 2002 - December 2004
Morgan Stanley & Co April 2000 - April 2002
Fidelity Investments Corp June 1993 - April 2000
Skills
Program Management, Project Management, PMLC, SDLC, Project Portfolio..., Change Management, New Business Development, Strategic Planning, Budget Forecasts, Fixed Income, Fixed Income Electronic..., Treasury Market Best..., Capital Markets, Equities, Derivatives, Portfolio Management, Securities, Risk Management, Series 7, Structured Retail..., Globalization, Network Aggregation, MBS Repo, PnL Attribution, Dodd-Frank, SEF, Primary Dealer, PMP, Market Pricing, Prime Brokerage, Operations Management, Fixed Income Indices, Integration, Loan Origination, Underwriting, Lead Change, Business Analysis, Acquisition Integration, Financial Services, Management, Finance, Business Process..., Trade Life Cycle
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2001
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1993 — 1995
BS, Finance
TD Securities (USA) LLC August 2010 - August 2014
JP Morgan June 2008 - August 2010
Bear Stearns & Co December 2004 - June 2008
MSCI Barra April 2002 - December 2004
Morgan Stanley & Co April 2000 - April 2002
Fidelity Investments Corp June 1993 - April 2000
Skills
Program Management, Project Management, PMLC, SDLC, Project Portfolio..., Change Management, New Business Development, Strategic Planning, Budget Forecasts, Fixed Income, Fixed Income Electronic..., Treasury Market Best..., Capital Markets, Equities, Derivatives, Portfolio Management, Securities, Risk Management, Series 7, Structured Retail..., Globalization, Network Aggregation, MBS Repo, PnL Attribution, Dodd-Frank, SEF, Primary Dealer, PMP, Market Pricing, Prime Brokerage, Operations Management, Fixed Income Indices, Integration, Loan Origination, Underwriting, Lead Change, Business Analysis, Acquisition Integration, Financial Services, Management, Finance, Business Process..., Trade Life Cycle
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2001
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1993 — 1995
BS, Finance
Richard Auteri's J.P. Morgan Experience January 1994 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
Pride Technologies August 2012 - September 2013
Barclays Capital 2010 - 2011
JP Morgan January 1994 - May 2010
Fidelity National Financial 1984 - 1994
Skills
Financial Services, User Acceptance Testing, Analysis, Capital Markets, Fixed Income, Hedge Funds, Derivatives, Management, Securities, Requirements Gathering, Equities, Testing, Investment Banking, Business Requirements, Trading, Banking, Series 7, Middle Office, Risk Management, Back Office
Education
St. Francis College 1976 — 1978
Business Administration
Pride Technologies August 2012 - September 2013
Barclays Capital 2010 - 2011
JP Morgan January 1994 - May 2010
Fidelity National Financial 1984 - 1994
Skills
Financial Services, User Acceptance Testing, Analysis, Capital Markets, Fixed Income, Hedge Funds, Derivatives, Management, Securities, Requirements Gathering, Equities, Testing, Investment Banking, Business Requirements, Trading, Banking, Series 7, Middle Office, Risk Management, Back Office
Education
St. Francis College 1976 — 1978
Business Administration
Christina Sotiriou's J.P. Morgan Experience July 2006 - October 2006
Job Lead Client Service Representative at Broadridge
Industry Financial Services
Experience
Broadridge Financial Solutions, Inc. May 2015 - Present
BNY Mellon June 2012 - May 2015
BNY Mellon October 2006 - June 2012
JP Morgan July 2006 - October 2006
First Investors Corporation January 2006 - June 2006
Skills
Financial Analysis, Financial Modeling, Derivatives, Securities, Bloomberg, Valuation, Microsoft Excel, Analytics, Customer Service, Financial Reporting, Microsoft Office, Data Analysis, PowerPoint
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2013
Master of Business Administration (MBA), Risk Management & Insurance
State University of New York at New Paltz 2002 — 2006
Bachelor of Science, Finance
Broadridge Financial Solutions, Inc. May 2015 - Present
BNY Mellon June 2012 - May 2015
BNY Mellon October 2006 - June 2012
JP Morgan July 2006 - October 2006
First Investors Corporation January 2006 - June 2006
Skills
Financial Analysis, Financial Modeling, Derivatives, Securities, Bloomberg, Valuation, Microsoft Excel, Analytics, Customer Service, Financial Reporting, Microsoft Office, Data Analysis, PowerPoint
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2013
Master of Business Administration (MBA), Risk Management & Insurance
State University of New York at New Paltz 2002 — 2006
Bachelor of Science, Finance
James Darmody's J.P. Morgan Experience July 2014 - Present
Job JP Morgan
Industry Investment Management
Experience
J.P. Morgan July 2014 - Present
JP Morgan June 2011 - July 2014
Morgan Stanley Smith Barney June 2010 - August 2010
The Stanford Institute for Economic Policy Research June 2009 - May 2010
Skills
Asset Management, Bloomberg, Equities, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Private Equity, Investment Banking
Education
Stanford University 2007 — 2011
Political Science, Economics
J.P. Morgan July 2014 - Present
JP Morgan June 2011 - July 2014
Morgan Stanley Smith Barney June 2010 - August 2010
The Stanford Institute for Economic Policy Research June 2009 - May 2010
Skills
Asset Management, Bloomberg, Equities, Valuation, Financial Modeling, Alternative Investments, Hedge Funds, Private Equity, Investment Banking
Education
Stanford University 2007 — 2011
Political Science, Economics
Florentino Azinheira's J.P. Morgan Experience November 1985 - June 1995
Job Director at FIS Global (Fidelity National Information Services)
Industry Financial Services
Experience
FIS Global May 2012 - Present
ICS Risk Advisors 2010 - 2013
Accume Partners May 2004 - January 2008
Citibank N.A October 1995 - December 2002
J.P. Morgan November 1985 - June 1995
JP Morgan 1985 - 1995
Skills
Enterprise Risk..., Project Management, Corporate Governance, Internal Controls, Management Consulting, Banking, Risk Management, Management, Performance Management, Financial Risk, Six Sigma, Due Diligence, Governance, Mergers and Acquisitions, Strategic Initiatives, Compliance Management, Six Sigma deployment, Regulatory Reporting, Data Privacy, IT Audit, Information Security..., Internal Audit, Integration Planning, Contract Management, Program Performance..., Privacy Compliance, Bank Secrecy Act, Securities Regulation, International Relations, International..., Mergers, International Corporate..., NJ Notary
Education
St. John's University 1991 — 1995
Bachelor of Science, Finance
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
FIS Global May 2012 - Present
ICS Risk Advisors 2010 - 2013
Accume Partners May 2004 - January 2008
Citibank N.A October 1995 - December 2002
J.P. Morgan November 1985 - June 1995
JP Morgan 1985 - 1995
Skills
Enterprise Risk..., Project Management, Corporate Governance, Internal Controls, Management Consulting, Banking, Risk Management, Management, Performance Management, Financial Risk, Six Sigma, Due Diligence, Governance, Mergers and Acquisitions, Strategic Initiatives, Compliance Management, Six Sigma deployment, Regulatory Reporting, Data Privacy, IT Audit, Information Security..., Internal Audit, Integration Planning, Contract Management, Program Performance..., Privacy Compliance, Bank Secrecy Act, Securities Regulation, International Relations, International..., Mergers, International Corporate..., NJ Notary
Education
St. John's University 1991 — 1995
Bachelor of Science, Finance
St. John's University, The Peter J. Tobin College of Business 1990 — 1995
Vincent Pastina's J.P. Morgan Experience June 2010 - Present
Job
Industry Financial Services
Experience
JP Morgan June 2010 - Present
UBS Financial Services 1995 - 2010
Skills
Series 7, Series 63, Series 65, Syndicate, Strategic Financial..., Alternative Investments, Separately Managed..., Asset Allocation, Private Equity, Restricted Stock, Rule 144, Fixed Income, 401k Rollovers, 10b5-1 Plans, Risk Management, Mutual Funds, Equities, Wealth Management..., Wealth Management, Finance, Asset Management, Investments, Securities, Portfolio Management
Education
St. Francis College 1989 — 1993
Bachelor of Science, Business Management
JP Morgan June 2010 - Present
UBS Financial Services 1995 - 2010
Skills
Series 7, Series 63, Series 65, Syndicate, Strategic Financial..., Alternative Investments, Separately Managed..., Asset Allocation, Private Equity, Restricted Stock, Rule 144, Fixed Income, 401k Rollovers, 10b5-1 Plans, Risk Management, Mutual Funds, Equities, Wealth Management..., Wealth Management, Finance, Asset Management, Investments, Securities, Portfolio Management
Education
St. Francis College 1989 — 1993
Bachelor of Science, Business Management
Pamela Knight's J.P. Morgan Experience December 2010 - June 2014
Job Assistant Vice President Regional Director at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2014 - Present
JP Morgan December 2010 - June 2014
Merrill Lynch August 2007 - December 2010
Skills
Series 7, Series 63, Wealth Management, Investments, Mutual Funds, Retirement Planning, Equities, Portfolio Management, Fixed Income, Asset Allocation, Securities, Strategic Financial..., Asset Management, Investment Advisory, Alternative Investments, Retirement, Investment Strategies, Financial Modeling, Financial Analysis, Financial Advisory, Banking, Hedge Funds, Capital Markets, Public Speaking, Investment Management, Risk Management, Finance, Valuation, Financial Services, Relationship Management, 401k
Education
Spelman College
Bachelor of Arts (B.A.), Spanish Language and Literature and Political Science
University of Missouri-Saint Louis
Master of Public Administration (MPA), American Government and Politics (United States)
Legg Mason July 2014 - Present
JP Morgan December 2010 - June 2014
Merrill Lynch August 2007 - December 2010
Skills
Series 7, Series 63, Wealth Management, Investments, Mutual Funds, Retirement Planning, Equities, Portfolio Management, Fixed Income, Asset Allocation, Securities, Strategic Financial..., Asset Management, Investment Advisory, Alternative Investments, Retirement, Investment Strategies, Financial Modeling, Financial Analysis, Financial Advisory, Banking, Hedge Funds, Capital Markets, Public Speaking, Investment Management, Risk Management, Finance, Valuation, Financial Services, Relationship Management, 401k
Education
Spelman College
Bachelor of Arts (B.A.), Spanish Language and Literature and Political Science
University of Missouri-Saint Louis
Master of Public Administration (MPA), American Government and Politics (United States)
Rohan Kshatriya's J.P. Morgan Experience January 2012 - Present
Job System Administrator at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2012 - Present
TCS November 2010 - November 2011
Skills
Installing, Supporting..., User administration..., Monitor system..., Monitor network..., Maintaining system., Verify that peripherals..., Quickly arrange repair..., Create file systems., Software Installation, Update system as soon..., Implement the policies..., Setup security policies...
Education
St. Xavier's College 2006 — 2009
B. Sc IT
St. Joseph's High School
JP Morgan January 2012 - Present
TCS November 2010 - November 2011
Skills
Installing, Supporting..., User administration..., Monitor system..., Monitor network..., Maintaining system., Verify that peripherals..., Quickly arrange repair..., Create file systems., Software Installation, Update system as soon..., Implement the policies..., Setup security policies...
Education
St. Xavier's College 2006 — 2009
B. Sc IT
St. Joseph's High School
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.