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
Scott Bevier Scott Bevier's J.P. Morgan Experience June 1999 - March 2007
Job FCM | NA Head of Futures Clearing & Execution at State Street
Industry Financial Services
Experience
State Street March 2015 - Present
WellNet Healthcare February 2011 - March 2015
Millennium Partners September 2007 - February 2011
JP Morgan June 1999 - March 2007
Fiduciary Trust March 1998 - June 1999
Arthur Andersen August 1996 - March 1998
Skills
Strategic Planning, Financial Planning, Revenue Forecasting, Expense Budget..., Financial Accounting, Operational Risk..., Information Technology..., Hedge Funds, Alternative Investments, Trading Systems, Fixed Income, Equities, Financial Markets, Risk Management, Investments, Electronic Trading, New Business Development, Program Management, Portfolio Management, Options, Trading, FX Options, Derivatives, Investment Banking, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance, Information Systems, & Entrepeneurship
Syracuse University 1992 — 1996
Bachelors of Science, Finance and Marketing
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BS, Finance, Marketing
State Street March 2015 - Present
WellNet Healthcare February 2011 - March 2015
Millennium Partners September 2007 - February 2011
JP Morgan June 1999 - March 2007
Fiduciary Trust March 1998 - June 1999
Arthur Andersen August 1996 - March 1998
Skills
Strategic Planning, Financial Planning, Revenue Forecasting, Expense Budget..., Financial Accounting, Operational Risk..., Information Technology..., Hedge Funds, Alternative Investments, Trading Systems, Fixed Income, Equities, Financial Markets, Risk Management, Investments, Electronic Trading, New Business Development, Program Management, Portfolio Management, Options, Trading, FX Options, Derivatives, Investment Banking, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance, Information Systems, & Entrepeneurship
Syracuse University 1992 — 1996
Bachelors of Science, Finance and Marketing
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BS, Finance, Marketing
Idell L. Johnson, MBA Idell L. Johnson, MBA's J.P. Morgan Experience January 2007 - June 2009
Job Corporate Trust Associate Client Services Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2015 - Present
GEMSA Loan Services December 2014 - March 2015
Independent Bank Group, Inc. formally Bank of Houston July 2009 - August 2014
JP Morgan January 2007 - June 2009
1st Global August 2005 - September 2006
Invesco US August 1999 - July 2005
Skills
Credit, Loans, Finance, Payments, Management, Cash, Banking, Financial Analysis, Credit Risk, Corporate Finance, Commercial Banking, Portfolio Management, Accruals, Treasury Management, Trading, Leadership, Credit Analysis, Accounting, Cash Flow, Cash Management, Analysis, Funding, Account Reconciliation
Education
Texas Woman's University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas Southern University
Bachelor's Degree, Finance
BNY Mellon March 2015 - Present
GEMSA Loan Services December 2014 - March 2015
Independent Bank Group, Inc. formally Bank of Houston July 2009 - August 2014
JP Morgan January 2007 - June 2009
1st Global August 2005 - September 2006
Invesco US August 1999 - July 2005
Skills
Credit, Loans, Finance, Payments, Management, Cash, Banking, Financial Analysis, Credit Risk, Corporate Finance, Commercial Banking, Portfolio Management, Accruals, Treasury Management, Trading, Leadership, Credit Analysis, Accounting, Cash Flow, Cash Management, Analysis, Funding, Account Reconciliation
Education
Texas Woman's University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas Southern University
Bachelor's Degree, Finance
Lori Lancaster Lori Lancaster's J.P. Morgan Experience August 1997 - June 1999
Job Managing Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank December 2013 - Present
Nomura Securities July 2010 - September 2013
Goldman Sachs July 1999 - July 2008
JP Morgan August 1997 - June 1999
Bank of America June 1991 - June 1995
Skills
Investment Banking, LBO
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance & Strategic Management
Texas Christian University 1987 — 1991
BBA, Finance
UBS Investment Bank December 2013 - Present
Nomura Securities July 2010 - September 2013
Goldman Sachs July 1999 - July 2008
JP Morgan August 1997 - June 1999
Bank of America June 1991 - June 1995
Skills
Investment Banking, LBO
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance & Strategic Management
Texas Christian University 1987 — 1991
BBA, Finance
Philip Degarmo's J.P. Morgan Experience May 2006 - August 2006
Job Network Programmer at Rockstar San Diego
Industry Computer Games
Experience
Rockstar Games January 2013 - Present
Laser Shot, Inc. January 2011 - January 2013
TimeGate Studios June 2009 - January 2011
PowerDB, Inc. August 2008 - June 2009
JPMorgan Chase June 2008 - August 2008
Team Sprockets October 2007 - May 2008
Rockwell Collins May 2007 - December 2007
JP Morgan May 2006 - August 2006
Insurance Network of Texas 2000 - 2004
Skills
UDK, Unreal Engine 3, Unreal, Perforce, Game Development, C++, Scripting, C#, OpenGL, Video Games, Game Design, Lua, Xbox 360, DirectX, Visual Studio, UnrealScript, Python, Software Engineering, Programming, Java, Gameplay
Education
Texas A&M University 2004 — 2009
Bachelor of Science (B.S.), Computer Science
Rockstar Games January 2013 - Present
Laser Shot, Inc. January 2011 - January 2013
TimeGate Studios June 2009 - January 2011
PowerDB, Inc. August 2008 - June 2009
JPMorgan Chase June 2008 - August 2008
Team Sprockets October 2007 - May 2008
Rockwell Collins May 2007 - December 2007
JP Morgan May 2006 - August 2006
Insurance Network of Texas 2000 - 2004
Skills
UDK, Unreal Engine 3, Unreal, Perforce, Game Development, C++, Scripting, C#, OpenGL, Video Games, Game Design, Lua, Xbox 360, DirectX, Visual Studio, UnrealScript, Python, Software Engineering, Programming, Java, Gameplay
Education
Texas A&M University 2004 — 2009
Bachelor of Science (B.S.), Computer Science
Melissa Greer Melissa Greer's J.P. Morgan Experience September 2000 - November 2012
Job Vice President Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2012 - Present
JPMorgan September 2000 - November 2012
JP Morgan September 2000 - November 2012
Skills
Banking, Credit, Credit Analysis, Financial Analysis, Loans, Portfolio Management, Private Banking, Series 7, Wealth Management
Education
Texas A&M University - Mays Business School 1996 — 2000
Bachelor of Business Administration (BBA), Marketing
Wells Fargo November 2012 - Present
JPMorgan September 2000 - November 2012
JP Morgan September 2000 - November 2012
Skills
Banking, Credit, Credit Analysis, Financial Analysis, Loans, Portfolio Management, Private Banking, Series 7, Wealth Management
Education
Texas A&M University - Mays Business School 1996 — 2000
Bachelor of Business Administration (BBA), Marketing
Irene Frimpong's J.P. Morgan Experience June 2008 - August 2008
Job Hedge Fund Operations Analyst at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets February 2010 - Present
Dale Group, Inc July 2009 - January 2010
JP Morgan June 2008 - August 2008
Skills
Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Syracuse University 2005 — 2009
Bachelor of Science, Finance and Accounting
RBC Capital Markets February 2010 - Present
Dale Group, Inc July 2009 - January 2010
JP Morgan June 2008 - August 2008
Skills
Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (MBA)
Syracuse University 2005 — 2009
Bachelor of Science, Finance and Accounting
Marc Jenkins Marc Jenkins's J.P. Morgan Experience 1993 - 1998
Job Regional Investment Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Wells Fargo 2009 - 2013
Wachovia Bank 2003 - 2008
Ernst & Young 2002 - 2003
Arthur Andersen 2000 - 2002
JP Morgan 1993 - 1998
Skills
Finance, Investment Management, Investments, Loans, Wealth Management, Banking, Strategic Financial..., Private Banking, Credit, Management, Asset Managment, Financial Analysis, Leadership, Portfolio Management, Financial Modeling, Valuation
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance
Temple University - Fox School of Business and Management
Bachelor's of Business Administration, Finance and International Business Administration
Wells Fargo 2014 - Present
Wells Fargo 2009 - 2013
Wachovia Bank 2003 - 2008
Ernst & Young 2002 - 2003
Arthur Andersen 2000 - 2002
JP Morgan 1993 - 1998
Skills
Finance, Investment Management, Investments, Loans, Wealth Management, Banking, Strategic Financial..., Private Banking, Credit, Management, Asset Managment, Financial Analysis, Leadership, Portfolio Management, Financial Modeling, Valuation
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Finance
Temple University - Fox School of Business and Management
Bachelor's of Business Administration, Finance and International Business Administration
Patricia D. Jean Patricia D. Jean's J.P. Morgan Experience April 2004 - February 2005
Job Assistant Vice President at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company May 2009 - June 2015
Deustche Bank June 2006 - February 2009
Royal Bank of Scotland March 2006 - June 2006
Deutsche Bank February 2005 - January 2006
JP Morgan April 2004 - February 2005
Bear Stearns February 2003 - April 2004
Credit Suisse February 2002 - January 2003
Deutsche Bank April 2001 - December 2001
Deutsche Bank March 1999 - April 2001
Deutsche Bank January 1998 - March 1999
Skills
Fixed Income, Middle Office, CDS, Credit Derivatives, Derivatives, Equity Derivatives, Equities, Trading Strategies, Settlement, Swaps, Prime Brokerage, Risk Management, Capital Markets, Change Management, Dodd-Frank, Interest Rate Swaps, Rates
Education
Temple University 1989 — 1993
BBA, Economics
Harvard Management Company May 2009 - June 2015
Deustche Bank June 2006 - February 2009
Royal Bank of Scotland March 2006 - June 2006
Deutsche Bank February 2005 - January 2006
JP Morgan April 2004 - February 2005
Bear Stearns February 2003 - April 2004
Credit Suisse February 2002 - January 2003
Deutsche Bank April 2001 - December 2001
Deutsche Bank March 1999 - April 2001
Deutsche Bank January 1998 - March 1999
Skills
Fixed Income, Middle Office, CDS, Credit Derivatives, Derivatives, Equity Derivatives, Equities, Trading Strategies, Settlement, Swaps, Prime Brokerage, Risk Management, Capital Markets, Change Management, Dodd-Frank, Interest Rate Swaps, Rates
Education
Temple University 1989 — 1993
BBA, Economics
Leonard Huxtable Leonard Huxtable's J.P. Morgan Experience 2008 - Present
Job Account Executive ETRM Practice
Industry Oil & Energy
Experience
The Structure Group 2008 - Present
JP Morgan 2008 - Present
JP Morgan Chase 2008 - Present
JPMorgan Chase September 2009 - November 2010
Citi Markets and Banking April 2007 - April 2008
Citigroup 2007 - April 2008
Nexen Inc. 2000 - 2008
OpenLink Financial 1997 - 2007
Dynegy 1997 - 1998
Enron Capital & Trade May 1995 - August 1997
Skills
Natural Gas, Commodity, Coal, ETRM, Commodity Markets, Data Modeling
Education
Texas A&M University
The Structure Group 2008 - Present
JP Morgan 2008 - Present
JP Morgan Chase 2008 - Present
JPMorgan Chase September 2009 - November 2010
Citi Markets and Banking April 2007 - April 2008
Citigroup 2007 - April 2008
Nexen Inc. 2000 - 2008
OpenLink Financial 1997 - 2007
Dynegy 1997 - 1998
Enron Capital & Trade May 1995 - August 1997
Skills
Natural Gas, Commodity, Coal, ETRM, Commodity Markets, Data Modeling
Education
Texas A&M University
Hunter Bollman Hunter Bollman's J.P. Morgan Experience July 2015 - Present
Job Associate Leveraged Finance at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan February 2014 - June 2015
JP Morgan June 2011 - January 2014
Texas A&M University September 2010 - December 2010
KPMG June 2010 - August 2010
Texas A&M University System May 2009 - June 2010
ConocoPhillips May 2009 - August 2009
Dynegy May 2008 - August 2008
Education
Texas A&M University - Mays Business School 2006 — 2011
Masters of Science in Finance, Bachelors of Business Administration in Accounting
J.P. Morgan July 2015 - Present
J.P. Morgan February 2014 - June 2015
JP Morgan June 2011 - January 2014
Texas A&M University September 2010 - December 2010
KPMG June 2010 - August 2010
Texas A&M University System May 2009 - June 2010
ConocoPhillips May 2009 - August 2009
Dynegy May 2008 - August 2008
Education
Texas A&M University - Mays Business School 2006 — 2011
Masters of Science in Finance, Bachelors of Business Administration in Accounting
W. Scott Hill W. Scott Hill's J.P. Morgan Experience August 2012 - June 2014
Job Managing Director at Salient Partners
Industry Financial Services
Experience
Salient Partners June 2014 - Present
JP Morgan August 2012 - June 2014
CFA Society of Houston 2004 - October 2012
Kanaly Trust Company September 2000 - August 2012
Skills
Wealth Management, Asset Allocation, Investments, Asset Managment, Alternative Investments, Portfolio Management, Wealth, Equities, Investment Advisory, Investment Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Securities, Financial Advisory, Risk Management, Options, Investment Strategies, Asset Management, Loans, Fixed Income, High Net Worth..., Private Equity, Valuation, Structured Products, Financial Planning
Education
University of Houston 1999 — 2001
MBA, Finance, General
Texas A&M University 1988 — 1991
BA, Economics
Certified Financial Planner
Chartered Financial Analyst
Salient Partners June 2014 - Present
JP Morgan August 2012 - June 2014
CFA Society of Houston 2004 - October 2012
Kanaly Trust Company September 2000 - August 2012
Skills
Wealth Management, Asset Allocation, Investments, Asset Managment, Alternative Investments, Portfolio Management, Wealth, Equities, Investment Advisory, Investment Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Securities, Financial Advisory, Risk Management, Options, Investment Strategies, Asset Management, Loans, Fixed Income, High Net Worth..., Private Equity, Valuation, Structured Products, Financial Planning
Education
University of Houston 1999 — 2001
MBA, Finance, General
Texas A&M University 1988 — 1991
BA, Economics
Certified Financial Planner
Chartered Financial Analyst
Gregory Porpiglia Gregory Porpiglia's J.P. Morgan Experience June 2008 - August 2008
Job Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities July 2010 - Present
Orange Value Fund April 2008 - July 2010
JP Morgan Chase June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Derivatives, Hedge Funds, MBS, Investment Banking, Equities, Financial Analysis, Capital Markets, Trading, Investments, Financial Services, Fixed Income, Business Analysis, Banking, Financial Risk, Risk Management, Financial Modeling, Bloomberg, Alternative Investments, Valuation, Series 7, Trading Systems, Back Office, Portfolio Management
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Wells Fargo Securities July 2010 - Present
Orange Value Fund April 2008 - July 2010
JP Morgan Chase June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Derivatives, Hedge Funds, MBS, Investment Banking, Equities, Financial Analysis, Capital Markets, Trading, Investments, Financial Services, Fixed Income, Business Analysis, Banking, Financial Risk, Risk Management, Financial Modeling, Bloomberg, Alternative Investments, Valuation, Series 7, Trading Systems, Back Office, Portfolio Management
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Gary Arthurs's J.P. Morgan Experience December 2002 - April 2004
Job Software Engineer at Orthofix
Industry Computer Software
Experience
Orthofix August 2011 - Present
VHA August 2008 - July 2011
Bailey and Galyen February 2008 - December 2008
Santander Bank, N.A. December 2006 - January 2008
Capgemini April 2005 - December 2006
GMAC Commercial Finance April 2004 - February 2005
JP Morgan December 2002 - April 2004
Raytheon May 2000 - October 2002
Skills
Analysis, Process Improvement, Financial Modeling, Software Quality..., Software Development, Business Intelligence, Business Analysis, Management, Financial Analysis, Quality Assurance, Finance, Forecasting, Data Analysis, Databases, Portfolio Management, Business Process..., Software Documentation, Microsoft Excel, Business Analytics, Legal Assistance, Risk Management, Corporate Finance, Banking, Cognos, Sarbanes-Oxley Act, VBA, Strategic Financial..., Internal Controls, Strategic Planning, Budgets, Accounting, Integration, Mergers & Acquisitions, SQL, Credit, Mergers, C#, C++, Microsoft Visual Studio..., Telerik Web Controls, User Acceptance Testing, Usability Testing, Technical Writing
Education
The University of Texas at Dallas 2013 — 2017
Master of Science (MS), Computer Science
The University of Texas at Dallas 2011 — 2017
Bachelor's Degree, Computer Science, 3.5
Texas A&M University School of Law 2001 — 2004
JD, Law, 3.5
West Texas A&M University 1997 — 1999
Masters, Economics, 4.0
West Texas A&M University 1993 — 1997
BBA, Finance, 3.5
Orthofix August 2011 - Present
VHA August 2008 - July 2011
Bailey and Galyen February 2008 - December 2008
Santander Bank, N.A. December 2006 - January 2008
Capgemini April 2005 - December 2006
GMAC Commercial Finance April 2004 - February 2005
JP Morgan December 2002 - April 2004
Raytheon May 2000 - October 2002
Skills
Analysis, Process Improvement, Financial Modeling, Software Quality..., Software Development, Business Intelligence, Business Analysis, Management, Financial Analysis, Quality Assurance, Finance, Forecasting, Data Analysis, Databases, Portfolio Management, Business Process..., Software Documentation, Microsoft Excel, Business Analytics, Legal Assistance, Risk Management, Corporate Finance, Banking, Cognos, Sarbanes-Oxley Act, VBA, Strategic Financial..., Internal Controls, Strategic Planning, Budgets, Accounting, Integration, Mergers & Acquisitions, SQL, Credit, Mergers, C#, C++, Microsoft Visual Studio..., Telerik Web Controls, User Acceptance Testing, Usability Testing, Technical Writing
Education
The University of Texas at Dallas 2013 — 2017
Master of Science (MS), Computer Science
The University of Texas at Dallas 2011 — 2017
Bachelor's Degree, Computer Science, 3.5
Texas A&M University School of Law 2001 — 2004
JD, Law, 3.5
West Texas A&M University 1997 — 1999
Masters, Economics, 4.0
West Texas A&M University 1993 — 1997
BBA, Finance, 3.5
Thomas (Chi Fai) Tze's J.P. Morgan Experience April 2014 - Present
Job Associate, Global Technology, JP Morgan Chase
Industry Information Technology and Services
Experience
J.P. Morgan April 2014 - Present
J.P. Morgan September 2013 - April 2014
J.P. Morgan March 2012 - September 2012
J.P. Morgan June 2011 - March 2012
JP Morgan September 2010 - May 2011
Sidearm Sports May 2010 - November 2010
Skills
Security, Project Management, Visio, Integration, Quality Assurance, Programming, Data Analytics, Large-scale Data..., Information Security...
Education
Syracuse University 2011 — 2013
Certificate of Advanced Study, Information Security, 4.0
Syracuse University 2007 — 2011
Bachelor of Science, Information Management and Technology, 3.6
J.P. Morgan April 2014 - Present
J.P. Morgan September 2013 - April 2014
J.P. Morgan March 2012 - September 2012
J.P. Morgan June 2011 - March 2012
JP Morgan September 2010 - May 2011
Sidearm Sports May 2010 - November 2010
Skills
Security, Project Management, Visio, Integration, Quality Assurance, Programming, Data Analytics, Large-scale Data..., Information Security...
Education
Syracuse University 2011 — 2013
Certificate of Advanced Study, Information Security, 4.0
Syracuse University 2007 — 2011
Bachelor of Science, Information Management and Technology, 3.6
Jen Mihocko-Tierney's J.P. Morgan Experience 1987 - 2000
Job Head of E Solution Sales at Bank of America
Industry Banking
Experience
Bank of America June 2010 - Present
Barclays Capital July 2006 - June 2010
FXall July 2000 - July 2006
JP Morgan 1987 - 2000
Skills
Electronic Trading, FX Options, FX trading, Trading Systems, Financial Markets, Options, Low Latency, Trading, Derivatives, Equities, Emerging Markets, Market Data, Hedge Funds, Prime Brokerage, Capital Markets, Foreign Exchange, Currency, Proprietary Trading, Fixed Income, Investment Banking
Education
FDR
Syracuse University - Martin J. Whitman School of Management
Bank of America June 2010 - Present
Barclays Capital July 2006 - June 2010
FXall July 2000 - July 2006
JP Morgan 1987 - 2000
Skills
Electronic Trading, FX Options, FX trading, Trading Systems, Financial Markets, Options, Low Latency, Trading, Derivatives, Equities, Emerging Markets, Market Data, Hedge Funds, Prime Brokerage, Capital Markets, Foreign Exchange, Currency, Proprietary Trading, Fixed Income, Investment Banking
Education
FDR
Syracuse University - Martin J. Whitman School of Management
Michael Baughn Michael Baughn's J.P. Morgan Experience February 2008 - April 2014
Job Account Manager, OCTG at U. S. Steel Tubular Products
Industry Oil & Energy
Experience
United States Steel Corporation April 2014 - Present
JP Morgan February 2008 - April 2014
KPMG US August 2006 - February 2008
Skills
Derivatives, Commodity Markets, Options, Commodity, Hedging, Risk Management, Trading, Swaps, Market Risk, Energy Markets, Auditing, Commodity Risk..., Proprietary Trading, Hedge Funds, Trading Systems, Financial Analysis, Natural Gas, Petroleum, Forecasting
Education
Texas A&M University 2005 — 2006
Master of Science (MS), Finance
Texas A&M University 2001 — 2005
Bachelor of Science (BS), Accounting
United States Steel Corporation April 2014 - Present
JP Morgan February 2008 - April 2014
KPMG US August 2006 - February 2008
Skills
Derivatives, Commodity Markets, Options, Commodity, Hedging, Risk Management, Trading, Swaps, Market Risk, Energy Markets, Auditing, Commodity Risk..., Proprietary Trading, Hedge Funds, Trading Systems, Financial Analysis, Natural Gas, Petroleum, Forecasting
Education
Texas A&M University 2005 — 2006
Master of Science (MS), Finance
Texas A&M University 2001 — 2005
Bachelor of Science (BS), Accounting
Alfred Joseph Lacson's J.P. Morgan Experience September 2015 - Present
Job CIB Custody Middle Office at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan September 2015 - Present
BNY Mellon July 2011 - September 2015
Enterprise Holdings February 2008 - July 2011
Enterprise Holdings November 2005 - January 2008
Skills
Accounting, Fund Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, VBA, PeopleSoft, PowerPoint, Oracle, Fund Administration, SWIFT messages, Bloomberg Software, Access Database
Education
Stony Brook University 2000 — 2005
Double major in Applied Mathematics and Statistics, Economics
JP Morgan September 2015 - Present
BNY Mellon July 2011 - September 2015
Enterprise Holdings February 2008 - July 2011
Enterprise Holdings November 2005 - January 2008
Skills
Accounting, Fund Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, VBA, PeopleSoft, PowerPoint, Oracle, Fund Administration, SWIFT messages, Bloomberg Software, Access Database
Education
Stony Brook University 2000 — 2005
Double major in Applied Mathematics and Statistics, Economics
Chris Lonardo Chris Lonardo's J.P. Morgan Experience May 2007 - November 2009
Job CEO at Coalytics
Industry Financial Services
Experience
Coalytics September 2014 - Present
Glass Capital Research Inc. August 2013 - Present
Credit Suisse September 2012 - August 2013
Credit Suisse September 2011 - September 2012
JPMorgan Chase August 2010 - September 2011
JPMorgan Chase September 2009 - August 2010
JP Morgan May 2007 - November 2009
Skills
Financial Modeling, Fixed Income, Microsoft Excel, Risk Management, Microsoft Office, MySQL, Investments, Equities, C#, Equity Trading, Trading, Finance, Excel, C++, Database Administration, Portfolio Management, Algorithm Development, Financial Risk, Asset Management, Python, Trading Systems, Front Office, Bloomberg, Electronic Trading, Neo4j, Esper, Natural Language..., Derivatives
Education
Stony Brook University 2004 — 2008
B.A., Psychology, Business
Ward Melville HS 2001 — 2004
Coalytics September 2014 - Present
Glass Capital Research Inc. August 2013 - Present
Credit Suisse September 2012 - August 2013
Credit Suisse September 2011 - September 2012
JPMorgan Chase August 2010 - September 2011
JPMorgan Chase September 2009 - August 2010
JP Morgan May 2007 - November 2009
Skills
Financial Modeling, Fixed Income, Microsoft Excel, Risk Management, Microsoft Office, MySQL, Investments, Equities, C#, Equity Trading, Trading, Finance, Excel, C++, Database Administration, Portfolio Management, Algorithm Development, Financial Risk, Asset Management, Python, Trading Systems, Front Office, Bloomberg, Electronic Trading, Neo4j, Esper, Natural Language..., Derivatives
Education
Stony Brook University 2004 — 2008
B.A., Psychology, Business
Ward Melville HS 2001 — 2004
Jeffrey Dudgeon Jeffrey Dudgeon's J.P. Morgan Experience August 2013 - Present
Job Associate Business Analyst
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
JP Morgan July 2008 - July 2013
Goodhue and Hawkins 2001 - 2007
Skills
Microsoft Excel, Data Analysis, Product Development, Project Management, Change Management, SharePoint, PowerPoint, Microsoft Word, Outlook, Onboarding, InvestOne, Investran
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Finance, Marketing, US History
J.P. Morgan August 2013 - Present
JP Morgan July 2008 - July 2013
Goodhue and Hawkins 2001 - 2007
Skills
Microsoft Excel, Data Analysis, Product Development, Project Management, Change Management, SharePoint, PowerPoint, Microsoft Word, Outlook, Onboarding, InvestOne, Investran
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Finance, Marketing, US History
Nick Christie, CFP® Nick Christie, CFP®'s J.P. Morgan Experience February 1997 - June 2000
Job Senior Financial Advisor, Investmark Advisory Group, LLC
Industry Financial Services
Experience
Investmark June 2000 - Present
JP Morgan February 1997 - June 2000
Fidelity Investments October 1994 - February 1997
Education
Syracuse University - Martin J. Whitman School of Management
Investmark June 2000 - Present
JP Morgan February 1997 - June 2000
Fidelity Investments October 1994 - February 1997
Education
Syracuse University - Martin J. Whitman School of Management
Deirdre O'Connor's J.P. Morgan Experience March 1998 - March 2001
Job Managing Director at Global Asset Management Firm
Industry Financial Services
Experience
Global Asset Management Firm September 2013 - Present
Goldman Sachs February 2008 - September 2013
Morgan Stanley March 2001 - February 2008
JP Morgan March 1998 - March 2001
Barclays Group September 1993 - March 1998
Skills
Mutual Funds, Mergers & Acquisitions, Credit, Investments, Derivatives, Equities, Hedge Funds, Credit Derivatives, Valuation, Capital Markets, Risk Management, Management, Bonds, Fixed Income, Alternative Investments, Prime Brokerage, Funding, Due Diligence, Asset Management, Investment Banking, Business Strategy, Corporate Finance, Financial Services
Education
The Chartered Institute of Management Accountants 1989 — 1993
Accounting, Cork Institute of Technology
Global Asset Management Firm September 2013 - Present
Goldman Sachs February 2008 - September 2013
Morgan Stanley March 2001 - February 2008
JP Morgan March 1998 - March 2001
Barclays Group September 1993 - March 1998
Skills
Mutual Funds, Mergers & Acquisitions, Credit, Investments, Derivatives, Equities, Hedge Funds, Credit Derivatives, Valuation, Capital Markets, Risk Management, Management, Bonds, Fixed Income, Alternative Investments, Prime Brokerage, Funding, Due Diligence, Asset Management, Investment Banking, Business Strategy, Corporate Finance, Financial Services
Education
The Chartered Institute of Management Accountants 1989 — 1993
Accounting, Cork Institute of Technology
Kimberley Euston Kimberley Euston's J.P. Morgan Experience September 1997 - March 2001
Job Director Client Relationship Executive at PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers September 2008 - Present
Leadership Atlanta June 2011 - May 2012
McGraw Euston Associates Inc. August 2004 - September 2008
Workplace Relationships August 2004 - September 2008
Bank of America April 2002 - August 2004
Credit Suisse First Boston March 2001 - April 2002
JP Morgan September 1997 - March 2001
Office of the Vice President of the United States August 1992 - January 1993
U.S. Department of State June 1991 - August 1992
Skills
New Business Development, Business Development..., Marketing, Sales Management, Executive Coaching, Executive Search, Business Process..., Project Management, Management Consulting, Business Development, Strategic Planning, Management, Mergers & Acquisitions, Risk Management, Performance Management, Recruiting, Executive Management, Finance, Strategy
Education
Sweet Briar College 1988 — 1992
BA, International Relations
Leadership Atlanta
PricewaterhouseCoopers September 2008 - Present
Leadership Atlanta June 2011 - May 2012
McGraw Euston Associates Inc. August 2004 - September 2008
Workplace Relationships August 2004 - September 2008
Bank of America April 2002 - August 2004
Credit Suisse First Boston March 2001 - April 2002
JP Morgan September 1997 - March 2001
Office of the Vice President of the United States August 1992 - January 1993
U.S. Department of State June 1991 - August 1992
Skills
New Business Development, Business Development..., Marketing, Sales Management, Executive Coaching, Executive Search, Business Process..., Project Management, Management Consulting, Business Development, Strategic Planning, Management, Mergers & Acquisitions, Risk Management, Performance Management, Recruiting, Executive Management, Finance, Strategy
Education
Sweet Briar College 1988 — 1992
BA, International Relations
Leadership Atlanta
Paul Janish Paul Janish's J.P. Morgan Experience December 2011 - September 2014
Job Senior Weather Analyst at Mercuria Energy Trading S.A.
Industry Financial Services
Experience
Mercuria Energy Trading S.A. October 2014 - Present
JP Morgan December 2011 - September 2014
Bank of America Merrill Lynch July 2002 - December 2011
NOAA/NWS Storm Prediction Center July 1996 - July 2002
NOAA/OAR National Severe Storms Laboratory February 1992 - July 1996
KCEN-TV March 1990 - December 1990
Skills
Weather Forecasting, Technical Presentations, Trading, Analysis, Weather, Commodity Markets, Commodity, Meteorology, Research, Management, Energy Markets, Forecasting, Derivatives, Natural Gas, Numerical Analysis, Risk Management
Education
Texas A&M University 1989 — 1991
Masters of Science, Meteorology
Texas A&M University 1985 — 1989
Bachelor of Science, Meteorology
G.C. Scarborough High School 1981 — 1985
HS Diploma, General Education
Mercuria Energy Trading S.A. October 2014 - Present
JP Morgan December 2011 - September 2014
Bank of America Merrill Lynch July 2002 - December 2011
NOAA/NWS Storm Prediction Center July 1996 - July 2002
NOAA/OAR National Severe Storms Laboratory February 1992 - July 1996
KCEN-TV March 1990 - December 1990
Skills
Weather Forecasting, Technical Presentations, Trading, Analysis, Weather, Commodity Markets, Commodity, Meteorology, Research, Management, Energy Markets, Forecasting, Derivatives, Natural Gas, Numerical Analysis, Risk Management
Education
Texas A&M University 1989 — 1991
Masters of Science, Meteorology
Texas A&M University 1985 — 1989
Bachelor of Science, Meteorology
G.C. Scarborough High School 1981 — 1985
HS Diploma, General Education
Christine Vasquez, PMP Christine Vasquez, PMP's J.P. Morgan Experience November 2008 - June 2012
Job Project Portfolio Manager at Konica Minolta Business Solutions U.S.A., Inc.
Industry Financial Services
Experience
Konica Minolta Business Solutions U.S.A., Inc. January 2015 - Present
Financial Services, Inc. June 2012 - December 2014
JP Morgan November 2008 - June 2012
JP Morgan June 2007 - October 2008
J.P. Morgan May 2005 - May 2007
Morgan Stanley December 2001 - April 2005
Skills
Change Management, Problem Solving, Project Portfolio..., Project Implementation, Process Improvement, Offshoring, Client Relationship..., Budget Tracking, Microsoft Office, Risk Mitigation, Strategic Planning, Performance Reporting, Performance Metrics, Streamline Processes, Business Requirements, Training Delivery, Reconciliation, Software Implementation
Education
The College of New Jersey 1997 — 2001
Bachelor of Science (BS), Business Administration with a specialization in Finance
Konica Minolta Business Solutions U.S.A., Inc. January 2015 - Present
Financial Services, Inc. June 2012 - December 2014
JP Morgan November 2008 - June 2012
JP Morgan June 2007 - October 2008
J.P. Morgan May 2005 - May 2007
Morgan Stanley December 2001 - April 2005
Skills
Change Management, Problem Solving, Project Portfolio..., Project Implementation, Process Improvement, Offshoring, Client Relationship..., Budget Tracking, Microsoft Office, Risk Mitigation, Strategic Planning, Performance Reporting, Performance Metrics, Streamline Processes, Business Requirements, Training Delivery, Reconciliation, Software Implementation
Education
The College of New Jersey 1997 — 2001
Bachelor of Science (BS), Business Administration with a specialization in Finance
Aditya Datey Aditya Datey's J.P. Morgan Experience August 2008 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2008 - Present
Bear Stearns October 2006 - September 2008
Goldman Sachs July 2005 - October 2006
MEMLab - Syracuse University September 2002 - May 2005
Infimed 2003 - 2003
Skills
Technology Management, Business Intelligence, Business Analysis, Big data, Analytics, Program Management, Offshore Software..., Municipal Bonds, Derivatives, Structured Products, Syndicate, Credit
Education
Syracuse University 2002 — 2005
MS, Computer Engineering
University of Mumbai 1998 — 2002
BE, Electronics Engineering
Parle Tilak Vidyalaya 1986 — 1998
JP Morgan August 2008 - Present
Bear Stearns October 2006 - September 2008
Goldman Sachs July 2005 - October 2006
MEMLab - Syracuse University September 2002 - May 2005
Infimed 2003 - 2003
Skills
Technology Management, Business Intelligence, Business Analysis, Big data, Analytics, Program Management, Offshore Software..., Municipal Bonds, Derivatives, Structured Products, Syndicate, Credit
Education
Syracuse University 2002 — 2005
MS, Computer Engineering
University of Mumbai 1998 — 2002
BE, Electronics Engineering
Parle Tilak Vidyalaya 1986 — 1998
Peter Hayman Peter Hayman's J.P. Morgan Experience January 2001 - April 2002
Job Owner, Anzus Capital LLC
Industry Investment Banking
Experience
Anzus Capital LLC January 2005 - Present
ABN AMRO Inc March 2003 - January 2005
JP Morgan January 2001 - April 2002
Ord Minnett Inc June 1987 - January 2001
Ord Minnett Ltd June 1978 - June 1987
The Stock Exchange of Melbourne Ltd 1977 - 1978
Skills
Equities, Investor Relations, IPO, Mergers & Acquisitions
Education
Swinburne University of Technology 1974 — 1976
Business, Accounting
Scotch College Melbourne 1966 — 1973
Australian Institute of Company Directors
Company Directors Course (GAICD) 2012
Anzus Capital LLC January 2005 - Present
ABN AMRO Inc March 2003 - January 2005
JP Morgan January 2001 - April 2002
Ord Minnett Inc June 1987 - January 2001
Ord Minnett Ltd June 1978 - June 1987
The Stock Exchange of Melbourne Ltd 1977 - 1978
Skills
Equities, Investor Relations, IPO, Mergers & Acquisitions
Education
Swinburne University of Technology 1974 — 1976
Business, Accounting
Scotch College Melbourne 1966 — 1973
Australian Institute of Company Directors
Company Directors Course (GAICD) 2012
Jeffrey Royal's J.P. Morgan Experience October 2013 - December 2014
Job Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate December 2014 - Present
JP Morgan October 2013 - December 2014
1847 Financial September 2010 - October 2013
Conner Strong June 2008 - October 2009
Skills
Retirement Planning, Employee Benefits, Insurance, Strategic Financial..., Asset Management, Estate Planning, Finance, Financial Services, Portfolio Management, Private Equity, Retirement, Wealth Management, Succession Planning, Small Business
Education
CFA Institute 2014 — 2017
CFA level 1
Temple University 2005 — 2009
Bachelor, Business Administration; Risk Management and Insurance
Resource Real Estate December 2014 - Present
JP Morgan October 2013 - December 2014
1847 Financial September 2010 - October 2013
Conner Strong June 2008 - October 2009
Skills
Retirement Planning, Employee Benefits, Insurance, Strategic Financial..., Asset Management, Estate Planning, Finance, Financial Services, Portfolio Management, Private Equity, Retirement, Wealth Management, Succession Planning, Small Business
Education
CFA Institute 2014 — 2017
CFA level 1
Temple University 2005 — 2009
Bachelor, Business Administration; Risk Management and Insurance
Kristin Pohl Kristin Pohl's J.P. Morgan Experience January 2006 - May 2007
Job Real Estate Analyst at Berkadia Commercial Mortgage LLC
Industry Financial Services
Experience
Berkadia Commercial Mortgage LLC March 2011 - Present
Texas Water Development Board October 2009 - March 2011
CWCapital LLC May 2007 - August 2009
JP Morgan January 2006 - May 2007
Education
Texas A&M University 2004 — 2005
Masters, Land Economics and Real Estate
Texas A&M University 2000 — 2004
Berkadia Commercial Mortgage LLC March 2011 - Present
Texas Water Development Board October 2009 - March 2011
CWCapital LLC May 2007 - August 2009
JP Morgan January 2006 - May 2007
Education
Texas A&M University 2004 — 2005
Masters, Land Economics and Real Estate
Texas A&M University 2000 — 2004
Charles Lloyd Charles Lloyd's J.P. Morgan Experience February 2013 - October 2013
Job Physical Trade Finance Executive at Macquarie Group
Industry Oil & Energy
Experience
Macquarie Group October 2013 - Present
J.P. Morgan February 2013 - October 2013
JP Morgan February 2011 - January 2013
Just Energy June 2009 - February 2011
ConocoPhillips December 2007 - June 2009
BP May 2007 - August 2007
Skills
Commodity Markets, Trading, Natural Gas, Gas, Commodity, Derivatives, Energy, Risk Management, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Portfolio Management, Finance, Options
Education
Texas A&M University - Mays Business School 2004 — 2007
Finance, Marketing
Texas A&M University 2003 — 2007
Finance and Marketing (double major)
Macquarie Group October 2013 - Present
J.P. Morgan February 2013 - October 2013
JP Morgan February 2011 - January 2013
Just Energy June 2009 - February 2011
ConocoPhillips December 2007 - June 2009
BP May 2007 - August 2007
Skills
Commodity Markets, Trading, Natural Gas, Gas, Commodity, Derivatives, Energy, Risk Management, Financial Modeling, Valuation, Financial Analysis, Bloomberg, Portfolio Management, Finance, Options
Education
Texas A&M University - Mays Business School 2004 — 2007
Finance, Marketing
Texas A&M University 2003 — 2007
Finance and Marketing (double major)
Sampriti Ganguli Sampriti Ganguli's J.P. Morgan Experience 1998 - 1998
Job Chief Executive Officer at Arabella Advisors
Industry Management Consulting
Experience
Arabella Advisors May 2015 - Present
CEB October 2013 - April 2015
Corporate Executive Board July 2009 - September 2012
Corporate Executive Board March 2007 - July 2009
JP Morgan 1998 - 1998
Deloitte & Touche 1995 - 1997
Skills
Corporate Finance, Quantitative Research, Research Project..., Process Improvement, Strategic Planning, New Product Ideation, Market Entry, Driving Revenue, Creative Problem Solving, Risk Management, Government Contracting, Project Management, Internal Controls, Management, Product Development, Business Development, Finance, Business Process, Market Research, Leadership, Performance Management, Management Consulting, Economics, Team Management, Financial Modeling, Portfolio Management, Analytics, Business Process..., Competitive Analysis, Business Strategy, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1999 — 2000
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1997 — 1999
MA, International Economics
Swarthmore College 1991 — 1995
BA, Economics & Political Science
International School Manila 1987 — 1991
International Baccalaureate, Economics & History
Arabella Advisors May 2015 - Present
CEB October 2013 - April 2015
Corporate Executive Board July 2009 - September 2012
Corporate Executive Board March 2007 - July 2009
JP Morgan 1998 - 1998
Deloitte & Touche 1995 - 1997
Skills
Corporate Finance, Quantitative Research, Research Project..., Process Improvement, Strategic Planning, New Product Ideation, Market Entry, Driving Revenue, Creative Problem Solving, Risk Management, Government Contracting, Project Management, Internal Controls, Management, Product Development, Business Development, Finance, Business Process, Market Research, Leadership, Performance Management, Management Consulting, Economics, Team Management, Financial Modeling, Portfolio Management, Analytics, Business Process..., Competitive Analysis, Business Strategy, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1999 — 2000
MBA, Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1997 — 1999
MA, International Economics
Swarthmore College 1991 — 1995
BA, Economics & Political Science
International School Manila 1987 — 1991
International Baccalaureate, Economics & History
Jean-Pascal Porcherot Jean-Pascal Porcherot's J.P. Morgan Experience July 1997 - August 1998
Job CEO, 1798 Hedge Fund Strategies
Industry Investment Management
Experience
Lombard Odier Investment Managers August 2015 - Present
Lombard Odier Investment Managers May 2009 - July 2015
Deutsche Bank April 2002 - February 2009
Lazard September 1998 - February 2002
JP Morgan July 1997 - August 1998
Skills
Investment Banking, Equities, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Corporate Finance, Asset Management, Derivatives, Financial Modeling, Financial Markets, Mergers & Acquisitions, Due Diligence, Investments
Education
University Pierre et Marie Curie / ESSEC 1994 — 1995
Master's degree (DEA), Financial Markets
Ecole nationale supérieure des Télécommunications 1992 — 1995
Engineer's degree
Ecole Sainte Geneviève 1989 — 1992
Lombard Odier Investment Managers August 2015 - Present
Lombard Odier Investment Managers May 2009 - July 2015
Deutsche Bank April 2002 - February 2009
Lazard September 1998 - February 2002
JP Morgan July 1997 - August 1998
Skills
Investment Banking, Equities, Hedge Funds, Capital Markets, Valuation, Alternative Investments, Corporate Finance, Asset Management, Derivatives, Financial Modeling, Financial Markets, Mergers & Acquisitions, Due Diligence, Investments
Education
University Pierre et Marie Curie / ESSEC 1994 — 1995
Master's degree (DEA), Financial Markets
Ecole nationale supérieure des Télécommunications 1992 — 1995
Engineer's degree
Ecole Sainte Geneviève 1989 — 1992
John Marion's J.P. Morgan Experience March 1996 - March 1999
Job Vice President at Howard Capital Management
Industry Banking
Experience
Howard Capital Management January 2010 - Present
UBS February 1999 - November 2009
JP Morgan March 1996 - March 1999
Bear Stearns 1988 - 1990
Skills
Options, Fixed Income, Equities, Hedge Funds, Alternative Investments, Trading, Financial Markets, Asset Managment, Portfolio Management, Investment Strategies, Securities, Investments, Asset Allocation, Equity Trading, Wealth Management, Bonds, Investment Advisory, Mutual Funds, Financial Structuring, Asset Management
Education
Texas A&M University 1981 — 1986
BS, Electrical Engineering
Howard Capital Management January 2010 - Present
UBS February 1999 - November 2009
JP Morgan March 1996 - March 1999
Bear Stearns 1988 - 1990
Skills
Options, Fixed Income, Equities, Hedge Funds, Alternative Investments, Trading, Financial Markets, Asset Managment, Portfolio Management, Investment Strategies, Securities, Investments, Asset Allocation, Equity Trading, Wealth Management, Bonds, Investment Advisory, Mutual Funds, Financial Structuring, Asset Management
Education
Texas A&M University 1981 — 1986
BS, Electrical Engineering
Fiona Tilley Fiona Tilley's J.P. Morgan Experience 1985 - 1996
Job President & CEO at GURHAN
Industry Apparel & Fashion
Experience
GURHAN New York, Inc 1997 - Present
SG Securities 1996 - 1999
JP Morgan 1985 - 1996
Allen Allen & Hemsley 1982 - 1985
Skills
Luxury, Private Equity, Watches, Venture Capital, Finance, Luxury Goods, Wholesale, Jewelry, Merchandising, Diamonds, Visual Merchandising, Corporate Finance, Fashion, Retail, Marketing Strategy, Apparel, Brand Development, Management, Trend Analysis, Styling, Brand Management, Trade Shows, Product Development, Competitive Analysis, Sales, Jewelry Design, Leadership, International Marketing, Business Strategy, Gems
Education
The Australian National University 1976 — 1981
Law, Commercial and Corporate Law, Honors
The Australian National University 1976 — 1979
Bachelor of Arts (BA), Politics
Hawker College 1974 — 1975
HSC, General, Valedictorian
GURHAN New York, Inc 1997 - Present
SG Securities 1996 - 1999
JP Morgan 1985 - 1996
Allen Allen & Hemsley 1982 - 1985
Skills
Luxury, Private Equity, Watches, Venture Capital, Finance, Luxury Goods, Wholesale, Jewelry, Merchandising, Diamonds, Visual Merchandising, Corporate Finance, Fashion, Retail, Marketing Strategy, Apparel, Brand Development, Management, Trend Analysis, Styling, Brand Management, Trade Shows, Product Development, Competitive Analysis, Sales, Jewelry Design, Leadership, International Marketing, Business Strategy, Gems
Education
The Australian National University 1976 — 1981
Law, Commercial and Corporate Law, Honors
The Australian National University 1976 — 1979
Bachelor of Arts (BA), Politics
Hawker College 1974 — 1975
HSC, General, Valedictorian
Bob Schmeider's J.P. Morgan Experience March 1999 - September 2000
Job CTO at Societe Generale
Industry Financial Services
Experience
Societe Generale September 2000 - Present
JP Morgan March 1999 - September 2000
Barclays Capital October 1993 - March 1999
Skills
Derivatives, Investment Banking, Electronic Trading, Market Data, Capital Markets, Risk Management, Sybase, Financial Markets, Equities, IT Management, FX Options, Project Management, Business Continuity, Change Management, Governance, Trading Systems, Equity Derivatives, ITIL, IT Strategy, Fixed Income, Credit Derivatives, Business Analysis, Outsourcing
Education
Saint John's University 1988 — 1993
MBA, Executive Management
The Cooper Union for the Advancement of Science and Art 1983 — 1987
B. ChE, Chemical Engineering
Societe Generale September 2000 - Present
JP Morgan March 1999 - September 2000
Barclays Capital October 1993 - March 1999
Skills
Derivatives, Investment Banking, Electronic Trading, Market Data, Capital Markets, Risk Management, Sybase, Financial Markets, Equities, IT Management, FX Options, Project Management, Business Continuity, Change Management, Governance, Trading Systems, Equity Derivatives, ITIL, IT Strategy, Fixed Income, Credit Derivatives, Business Analysis, Outsourcing
Education
Saint John's University 1988 — 1993
MBA, Executive Management
The Cooper Union for the Advancement of Science and Art 1983 — 1987
B. ChE, Chemical Engineering
Jeffrey Souva Jeffrey Souva's J.P. Morgan Experience July 1997 - July 2010
Job Business Analyst / Project Manager at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2010 - Present
JP Morgan July 1997 - July 2010
Skills
Fixed Income, Derivatives, Structured Products, Bloomberg, Capital Markets, Investment Banking, Business Analysis, Project Management, Emerging Markets, Operations Management, Middle Office, Securities, Interest Rate..., Settlement, Trading Systems, Prime Brokerage, Swaps, Equity Derivatives, Bonds, Market Data
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance and MIS, Cum Laude
Deutsche Bank July 2010 - Present
JP Morgan July 1997 - July 2010
Skills
Fixed Income, Derivatives, Structured Products, Bloomberg, Capital Markets, Investment Banking, Business Analysis, Project Management, Emerging Markets, Operations Management, Middle Office, Securities, Interest Rate..., Settlement, Trading Systems, Prime Brokerage, Swaps, Equity Derivatives, Bonds, Market Data
Education
Syracuse University - Martin J. Whitman School of Management 1993 — 1997
BS, Finance and MIS, Cum Laude
Deron Robinson Deron Robinson's J.P. Morgan Experience 2004 - 2007
Job Attorney at Walsh, Anderson, Gallegos, Green & Treviño, P.C.
Industry Law Practice
Experience
Walsh, Anderson, Gallegos, Green, & Trevino, P.C. July 2012 - Present
Henslee Schwartz LLP 2007 - 2012
JP Morgan 2004 - 2007
Skills
Employment Law, Education Law, Litigation, Legal Research, Legal Writing, Mediation, Westlaw, Legal Issues, Alternative Dispute..., Public Liability, Intellectual Property, Legal Assistance, Personal Injury..., Product Liability, Corporate Law, Legal Advice, Nonprofits, Legal Compliance, Education, Training, Policy, Construction Law, Hearings, Insurance Law, Negotiation, Administrative Law
Education
Texas A&M University School of Law 2003 — 2007
Doctorate of Jurisprudence
Texas A&M University 1992 — 1995
B.S., Agriculture Education
Walsh, Anderson, Gallegos, Green, & Trevino, P.C. July 2012 - Present
Henslee Schwartz LLP 2007 - 2012
JP Morgan 2004 - 2007
Skills
Employment Law, Education Law, Litigation, Legal Research, Legal Writing, Mediation, Westlaw, Legal Issues, Alternative Dispute..., Public Liability, Intellectual Property, Legal Assistance, Personal Injury..., Product Liability, Corporate Law, Legal Advice, Nonprofits, Legal Compliance, Education, Training, Policy, Construction Law, Hearings, Insurance Law, Negotiation, Administrative Law
Education
Texas A&M University School of Law 2003 — 2007
Doctorate of Jurisprudence
Texas A&M University 1992 — 1995
B.S., Agriculture Education
Timothy J. Haggerty Timothy J. Haggerty's J.P. Morgan Experience August 2012 - Present
Job Client Service at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
JP Morgan March 2010 - August 2012
JPMorgan Chase & Co March 2007 - March 2010
Skills
Hedge Funds, Prime Brokerage, Global Custody, Equities, Fixed Income, MBS, CMBS, Series 7, Series 63, Direct Sales, Cash Management, Capital Markets, Derivatives, Securities, Bloomberg, Options, Financial Services, Investments, Middle Office, Investment Banking, Settlement, FINRA, Alternative Investments, Bonds, Client Services
Education
State University of New York at Stony Brook 1999 — 2003
BS, Business Management, Concentration in Economics
J.P. Morgan August 2012 - Present
JP Morgan March 2010 - August 2012
JPMorgan Chase & Co March 2007 - March 2010
Skills
Hedge Funds, Prime Brokerage, Global Custody, Equities, Fixed Income, MBS, CMBS, Series 7, Series 63, Direct Sales, Cash Management, Capital Markets, Derivatives, Securities, Bloomberg, Options, Financial Services, Investments, Middle Office, Investment Banking, Settlement, FINRA, Alternative Investments, Bonds, Client Services
Education
State University of New York at Stony Brook 1999 — 2003
BS, Business Management, Concentration in Economics
Amera McCoy Amera McCoy's J.P. Morgan Experience November 2011 - Present
Job Vice President, Vendor Management
Industry Banking
Experience
J.P. Morgan November 2011 - Present
Chicago Fit 4 Life September 2013 - October 2014
JP Morgan 2009 - December 2011
Greenpoint Mortgage 2001 - 2002
Skills
Relationship Management, Organizational..., Organizational..., Vendor Management, Third Party Vendor..., Vendor Audit, Vendor Management Skills, Business Strategy, Financial Services, Risk Management, Mortgage Banking, Banking, Mortgage Lending, Strategy, Business Analysis, Leadership, Credit Analysis, Management, Credit, Microsoft Office, Change Management, Strategic Planning, Loans, Business Transformation
Education
The Chicago School of Professional Psychology 2014 — 2016
Doctor of Philosophy (PhD), Industrial and Organizational Psychology
Aurora University
Bachelor of Arts (B.A.), Psychology
University of Nevada-Las Vegas
J.P. Morgan November 2011 - Present
Chicago Fit 4 Life September 2013 - October 2014
JP Morgan 2009 - December 2011
Greenpoint Mortgage 2001 - 2002
Skills
Relationship Management, Organizational..., Organizational..., Vendor Management, Third Party Vendor..., Vendor Audit, Vendor Management Skills, Business Strategy, Financial Services, Risk Management, Mortgage Banking, Banking, Mortgage Lending, Strategy, Business Analysis, Leadership, Credit Analysis, Management, Credit, Microsoft Office, Change Management, Strategic Planning, Loans, Business Transformation
Education
The Chicago School of Professional Psychology 2014 — 2016
Doctor of Philosophy (PhD), Industrial and Organizational Psychology
Aurora University
Bachelor of Arts (B.A.), Psychology
University of Nevada-Las Vegas
Evan Stein's J.P. Morgan Experience July 1989 - March 1997
Job Owner, CMIT Solutions of Wall Street & Grand Central
Industry Information Technology and Services
Experience
CMIT Solutions of Wall Street and Grand Central April 2007 - Present
Tailwind Consulting July 2001 - April 2007
USinternetworking March 1997 - July 2001
Deutsche Bank October 1997 - April 1999
Long Term Credit Bank of Japan March 1997 - November 1997
JP Morgan July 1989 - March 1997
JP MORGAN (MORGAN GUARANTY TRUST COMPANY OF NEW YORK) 1989 - 1997
Skills
Requirements Gathering, Software Project..., E-commerce, Cloud Computing, Technical Support, Project Management, Vendor Management, IT Service Management, Product Development, Start-ups, Managed Services, Management, IT Strategy, Consulting, Servers, Small Business, Competitive Analysis, IT Management, Help Desk Support, Disaster Recovery, SaaS, Outsourcing, Business Analysis, Team Leadership, Strategy, CRM, Integration, Data Center, Information Technology, Networking, Business Continuity, Security
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Management, Information Technology
The Cooper Union for the Advancement of Science and Art 1985 — 1989
BE, Electrical Engineering
CMIT Solutions of Wall Street and Grand Central April 2007 - Present
Tailwind Consulting July 2001 - April 2007
USinternetworking March 1997 - July 2001
Deutsche Bank October 1997 - April 1999
Long Term Credit Bank of Japan March 1997 - November 1997
JP Morgan July 1989 - March 1997
JP MORGAN (MORGAN GUARANTY TRUST COMPANY OF NEW YORK) 1989 - 1997
Skills
Requirements Gathering, Software Project..., E-commerce, Cloud Computing, Technical Support, Project Management, Vendor Management, IT Service Management, Product Development, Start-ups, Managed Services, Management, IT Strategy, Consulting, Servers, Small Business, Competitive Analysis, IT Management, Help Desk Support, Disaster Recovery, SaaS, Outsourcing, Business Analysis, Team Leadership, Strategy, CRM, Integration, Data Center, Information Technology, Networking, Business Continuity, Security
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Management, Information Technology
The Cooper Union for the Advancement of Science and Art 1985 — 1989
BE, Electrical Engineering
Ronit Ryba, PMP's J.P. Morgan Experience October 1997 - March 2009
Job Vice President, PMO at Credit Suisse
Industry Information Technology and Services
Experience
Barclays Capital April 2010 - March 2012
Merrill Lynch November 2009 - April 2010
JP Morgan October 1997 - March 2009
Swiss Bank Corporation 1994 - 1997
Reliable Financial Corporation May 1993 - April 1994
Amivest Corporation June 1988 - July 1992
Skills
Business Analysis, Business Process..., Project Management, Change Management, Team Building, Resource Management, Management, Virtual Teams
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MBA/MS-MIS
Stony Brook University 1984 — 1988
BA
Barclays Capital April 2010 - March 2012
Merrill Lynch November 2009 - April 2010
JP Morgan October 1997 - March 2009
Swiss Bank Corporation 1994 - 1997
Reliable Financial Corporation May 1993 - April 1994
Amivest Corporation June 1988 - July 1992
Skills
Business Analysis, Business Process..., Project Management, Change Management, Team Building, Resource Management, Management, Virtual Teams
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1994
MBA/MS-MIS
Stony Brook University 1984 — 1988
BA
Imafidon Edomwonyi's J.P. Morgan Experience June 2011 - December 2011
Job Investment Management
Industry Financial Services
Experience
AB June 2015 - Present
AllianceBernstein June 2013 - June 2015
Barclays June 2012 - August 2012
JP Morgan June 2011 - December 2011
Corning Incorporated May 2011 - May 2011
Skills
Financial Analysis, Bloomberg, Research, Nonprofits, Public Speaking, Portfolio Management, Investment Management, Emerging Markets, Value Investing, Information Technology, Social Media, Leadership Development, Management, Public Policy, Investment Advisory, Coaching & Mentoring
Education
Syracuse University 2009 — 2013
Bachelor of Science, Finance/Information Technology
The Middlesex School 2005 — 2009
High school diploma, High School/Secondary Diplomas and Certificates
AB June 2015 - Present
AllianceBernstein June 2013 - June 2015
Barclays June 2012 - August 2012
JP Morgan June 2011 - December 2011
Corning Incorporated May 2011 - May 2011
Skills
Financial Analysis, Bloomberg, Research, Nonprofits, Public Speaking, Portfolio Management, Investment Management, Emerging Markets, Value Investing, Information Technology, Social Media, Leadership Development, Management, Public Policy, Investment Advisory, Coaching & Mentoring
Education
Syracuse University 2009 — 2013
Bachelor of Science, Finance/Information Technology
The Middlesex School 2005 — 2009
High school diploma, High School/Secondary Diplomas and Certificates
Sean Lawrence's J.P. Morgan Experience 2003 - 2006
Job SVP Emerging Market Credit Sales GMP Securities LLC
Industry Financial Services
Experience
GMP Securities April 2009 - Present
JP Morgan 2003 - 2006
Skills
Securities, Investments, Fixed Income, Equities, Emerging Markets, Capital Markets, Bloomberg
Education
Stonehill College 2002 — 2006
Fordham Prep
GMP Securities April 2009 - Present
JP Morgan 2003 - 2006
Skills
Securities, Investments, Fixed Income, Equities, Emerging Markets, Capital Markets, Bloomberg
Education
Stonehill College 2002 — 2006
Fordham Prep
Brandt Grobeis Brandt Grobeis's J.P. Morgan Experience July 2014 - Present
Job Associate at JPMorgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2011 - June 2014
JP Morgan 2009 - 2009
Merrill Lynch June 2008 - August 2008
Thomson Reuters June 2007 - August 2007
Education
Stevens Institute of Technology 2007 — 2011
J.P. Morgan July 2014 - Present
J.P. Morgan June 2011 - June 2014
JP Morgan 2009 - 2009
Merrill Lynch June 2008 - August 2008
Thomson Reuters June 2007 - August 2007
Education
Stevens Institute of Technology 2007 — 2011
Jim Fini's J.P. Morgan Experience September 1983 - February 1987
Job CoFounder at Spark Jackson Hole
Industry Information Technology and Services
Experience
Enservio Inc. June 2004 - Present
Spark Jackson Hole November 2013 - Present
Jackson Hole Classical Academy 2013 - Present
Jackson Youth Football August 2012 - Present
JP Morgan September 1983 - February 1987
Skills
SaaS, Start-ups, Entrepreneurship, Nonprofits, Strategic Partnerships, Executive Management, Salesforce.com, Enterprise Software, Business Development, Strategy, Cloud Computing, Product Management, E-commerce, Strategic Planning
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1983
BS
United States Air Force Academy 1978 — 1981
Lunenburg HIgh School
Enservio Inc. June 2004 - Present
Spark Jackson Hole November 2013 - Present
Jackson Hole Classical Academy 2013 - Present
Jackson Youth Football August 2012 - Present
JP Morgan September 1983 - February 1987
Skills
SaaS, Start-ups, Entrepreneurship, Nonprofits, Strategic Partnerships, Executive Management, Salesforce.com, Enterprise Software, Business Development, Strategy, Cloud Computing, Product Management, E-commerce, Strategic Planning
Education
Syracuse University - Martin J. Whitman School of Management 1980 — 1983
BS
United States Air Force Academy 1978 — 1981
Lunenburg HIgh School
Ashish Trivedi Ashish Trivedi's J.P. Morgan Experience January 2004 - August 2006
Job Director of Information Management
Industry Oil & Energy
Experience
Chevron August 2006 - Present
JP Morgan January 2004 - August 2006
JP Morgan Chase 2000 - 2004
Shintech, Inc. December 1999 - April 2000
Skills
Strategic Planning, Business Strategy, Digital Strategy, Program Management, Project Management, Change Management, Management, Corporate Governance, Business Intelligence, Business Analysis, Process Improvement, Oracle, Management Consulting, Enterprise Software, Project Planning, Software Documentation, IT Strategy, Governance, PMP, Leadership, Enterprise Architecture, Security
Education
Texas A&M University - Mays Business School 2010 — 2012
EMBA, Executive MBA
Provider: Systemation, Denver, CO 2004 — 2005
Certification, Business System Analysis (BSA)
The University of Connecticut School of Business 1991 — 1995
B.Sc., Marketing
Chevron August 2006 - Present
JP Morgan January 2004 - August 2006
JP Morgan Chase 2000 - 2004
Shintech, Inc. December 1999 - April 2000
Skills
Strategic Planning, Business Strategy, Digital Strategy, Program Management, Project Management, Change Management, Management, Corporate Governance, Business Intelligence, Business Analysis, Process Improvement, Oracle, Management Consulting, Enterprise Software, Project Planning, Software Documentation, IT Strategy, Governance, PMP, Leadership, Enterprise Architecture, Security
Education
Texas A&M University - Mays Business School 2010 — 2012
EMBA, Executive MBA
Provider: Systemation, Denver, CO 2004 — 2005
Certification, Business System Analysis (BSA)
The University of Connecticut School of Business 1991 — 1995
B.Sc., Marketing
Gaylon Boyd Gaylon Boyd's J.P. Morgan Experience November 2010 - Present
Job Private Banker, J.P. Morgan
Industry Banking
Experience
JP Morgan November 2010 - Present
Education
Texas Tech University
Texas Tech University - Rawls College of Business
BBA, Finance
JP Morgan November 2010 - Present
Education
Texas Tech University
Texas Tech University - Rawls College of Business
BBA, Finance
Samantha Greenwood's J.P. Morgan Experience June 2008 - August 2008
Job International Tax Services Manager at PwC
Industry Accounting
Anthony Caccavale Anthony Caccavale's J.P. Morgan Experience March 2013 - Present
Job Client Relations
Industry Banking
Experience
Jp Morgan March 2013 - Present
Chase Bank August 2009 - March 2013
Madison Square Garden 2002 - 2011
Skills
Banking, Customer Service, Employee Relations, Event Planning, Event Management, Financial Analysis, Investments, Management, Microsoft Office, Portfolio Management, Social Networking, Budgets
Education
Stony Brook University
Bachelor of Arts, Sociology
Jp Morgan March 2013 - Present
Chase Bank August 2009 - March 2013
Madison Square Garden 2002 - 2011
Skills
Banking, Customer Service, Employee Relations, Event Planning, Event Management, Financial Analysis, Investments, Management, Microsoft Office, Portfolio Management, Social Networking, Budgets
Education
Stony Brook University
Bachelor of Arts, Sociology
Eleonora Jakubov Eleonora Jakubov's J.P. Morgan Experience November 2013 - Present
Job Plan Team Lead Cash Securities at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan November 2013 - Present
JP Morgan October 2010 - Present
Skills
Investment Banking, Market Risk, Capital Markets, Financial Markets, Structured Products, Commodity, Hedge Funds, Project Management, Prime Brokerage, VMware, Pre-sales, Derivatives, Valuation, Risk Management, System Administration, Equities, SQL, Financial Risk, Trading Systems, Trading, Software Project..., Credit Derivatives, Alternative Investments, Banking, Market Data, Financial Analysis, Business Analysis, Middle Office, Team Management, Management, Securities, ALM, Asset Managment, FX Options, Fixed Income, Credit Risk, Interest Rate..., Options, Software Development, Calypso, Basel II, VAR, Swaps, Back Office, Investments, Equity Derivatives, Financial Services, Corporate Finance, Financial Modeling, Portfolio Management
Education
The Academic College of Tel-Aviv, Yaffo 2002 — 2005
B.S
Mekif Alef- Ashdod
J.P. Morgan November 2013 - Present
JP Morgan October 2010 - Present
Skills
Investment Banking, Market Risk, Capital Markets, Financial Markets, Structured Products, Commodity, Hedge Funds, Project Management, Prime Brokerage, VMware, Pre-sales, Derivatives, Valuation, Risk Management, System Administration, Equities, SQL, Financial Risk, Trading Systems, Trading, Software Project..., Credit Derivatives, Alternative Investments, Banking, Market Data, Financial Analysis, Business Analysis, Middle Office, Team Management, Management, Securities, ALM, Asset Managment, FX Options, Fixed Income, Credit Risk, Interest Rate..., Options, Software Development, Calypso, Basel II, VAR, Swaps, Back Office, Investments, Equity Derivatives, Financial Services, Corporate Finance, Financial Modeling, Portfolio Management
Education
The Academic College of Tel-Aviv, Yaffo 2002 — 2005
B.S
Mekif Alef- Ashdod
Alexander H. Kadish Alexander H. Kadish's J.P. Morgan Experience January 2010 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
JP Morgan January 2010 - Present
Jefferies & Company 2008 - 2010
Morgan Stanley Smith Barney 2003 - 2008
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Investments, Equities, Series 7, Alternative Investments, Capital Markets, Securities, Wealth Management, Finance, Management, Strategy, Financial Analysis, Private Equity, Valuation
Education
Syracuse University
Bachelor’s Degree, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
BA, Economics
Cape Elizabeth High School 1993 — 1997
JP Morgan January 2010 - Present
Jefferies & Company 2008 - 2010
Morgan Stanley Smith Barney 2003 - 2008
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Investments, Equities, Series 7, Alternative Investments, Capital Markets, Securities, Wealth Management, Finance, Management, Strategy, Financial Analysis, Private Equity, Valuation
Education
Syracuse University
Bachelor’s Degree, Economics
Syracuse University - Maxwell School of Citizenship and Public Affairs
BA, Economics
Cape Elizabeth High School 1993 — 1997
Nicholas Lenzi Nicholas Lenzi's J.P. Morgan Experience December 2010 - December 2012
Job Finance Director & Dinner Groups Director at Hoboken Grace Community Church
Industry Nonprofit Organization Management
Experience
Hoboken Grace Community Church December 2012 - Present
JP Morgan December 2010 - December 2012
J.P. Morgan August 2009 - December 2010
J.P. Morgan January 2008 - August 2009
Aon June 2007 - August 2007
Johnson & Johnson June 2006 - January 2007
Temple University 2004 - 2006
Skills
Small Group, Small Group Consulting, Church Administration, Churchteams, Non-profit Leadership, Pushpay, Non-profit..., Church Growth, Fellowship One, Microsoft Excel, Non-profit Fund..., PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Data Analysis, Cognos, Adobe Creative Suite, Omgeo Oasys, SQL, Access, CTM, Omgeo ALERT, Leadership, Organizational..., Strategic Leadership, QuickBooks, Small Group Growth, Volunteer Management, Volunteer Recruiting, Volunteer Training, Accounting, Management, Corporate Finance, Equities, Community Outreach, Auditing, MS Project, Finance, Sarbanes-Oxley Act, Business Analysis, Financial Reporting
Education
Temple University 2003 — 2007
Bachelor of Business Administration, Finance
Hoboken Grace Community Church December 2012 - Present
JP Morgan December 2010 - December 2012
J.P. Morgan August 2009 - December 2010
J.P. Morgan January 2008 - August 2009
Aon June 2007 - August 2007
Johnson & Johnson June 2006 - January 2007
Temple University 2004 - 2006
Skills
Small Group, Small Group Consulting, Church Administration, Churchteams, Non-profit Leadership, Pushpay, Non-profit..., Church Growth, Fellowship One, Microsoft Excel, Non-profit Fund..., PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Data Analysis, Cognos, Adobe Creative Suite, Omgeo Oasys, SQL, Access, CTM, Omgeo ALERT, Leadership, Organizational..., Strategic Leadership, QuickBooks, Small Group Growth, Volunteer Management, Volunteer Recruiting, Volunteer Training, Accounting, Management, Corporate Finance, Equities, Community Outreach, Auditing, MS Project, Finance, Sarbanes-Oxley Act, Business Analysis, Financial Reporting
Education
Temple University 2003 — 2007
Bachelor of Business Administration, Finance
Denise Churchill Denise Churchill's J.P. Morgan Experience 1993 - 1999
Job Accounting Manager & Sales Account Executive at CSI Government & Education Finance, a Division of CSI Leasing, Inc.
Industry Financial Services
Experience
CSI Leasing, Inc. February 2011 - Present
Academic Capital Group, Inc., (now a division of CSI Leasing, Inc.) July 2006 - February 2011
Marcey Brownstein Catering 2003 - 2004
Bank of America May 2002 - June 2003
Cygnifi Derivative Services July 2000 - May 2002
Merrill Lynch August 1999 - June 2000
JP Morgan 1993 - 1999
Salomon Brothers February 1993 - 1994
Skills
Loans, Credit, Accounting, Banking, Financial Analysis, Financial Modeling, Portfolio Management, Finance, Financial Services, Risk Management, Asset Management, Investments, Sales, Credit Analysis, Account Management, Strategy, Negotiation, Strategic Planning
Education
The French Culinary Institute 2003 — 2004
Pastry Arts
The George Washington University 1989 — 1992
BBA
CSI Leasing, Inc. February 2011 - Present
Academic Capital Group, Inc., (now a division of CSI Leasing, Inc.) July 2006 - February 2011
Marcey Brownstein Catering 2003 - 2004
Bank of America May 2002 - June 2003
Cygnifi Derivative Services July 2000 - May 2002
Merrill Lynch August 1999 - June 2000
JP Morgan 1993 - 1999
Salomon Brothers February 1993 - 1994
Skills
Loans, Credit, Accounting, Banking, Financial Analysis, Financial Modeling, Portfolio Management, Finance, Financial Services, Risk Management, Asset Management, Investments, Sales, Credit Analysis, Account Management, Strategy, Negotiation, Strategic Planning
Education
The French Culinary Institute 2003 — 2004
Pastry Arts
The George Washington University 1989 — 1992
BBA
Charles Ben Vance's J.P. Morgan Experience July 2010 - October 2012
Job Senior SCADA Consultant at NuGen Automation LLC
Industry Oil & Energy
Experience
NuGen Automation LLC May 2014 - Present
ENGlobal October 2012 - June 2014
JP Morgan July 2010 - October 2012
MAVERICK Technologies October 2008 - July 2010
MAVERICK Technologies 2008 - 2010
Mountaintop Solutions July 1995 - October 2008
Skills
Business Analysis, Program Management, Start-ups, RTU, Microsoft Office, Team Building, Integration, Testing, Energy, DCS, Customer Service, Visual Basic, Risk Management, Project Engineering, SDLC, Oil & Gas Industry, Archestra System..., PLC Programming, Wonderware Intouch, PLC, Software Development, Instrumentation, Process Engineering, Wonderware, Leadership, Troubleshooting, Quality Assurance, Software Documentation, MS Project, Cloud Computing, Databases, Requirements Analysis, SharePoint, Project Planning, Business Intelligence, Management, Vendor Management, Team Leadership, Information Technology, Petroleum, Factory, Cyber Security, White Hat Hacker, Intelligence Analysis, Computer Security, Automation, Microsoft Project
Education
Texas Tech University 2015 — 2017
Master of Science, Software Engineering, 2017
Mountain State University 2009 — 2012
Bachelor Science, Computer Science (BSCS), 3.9 GPA
Arkansas College of Technology 1980 — 1982
AAS, Electronics
NuGen Automation LLC May 2014 - Present
ENGlobal October 2012 - June 2014
JP Morgan July 2010 - October 2012
MAVERICK Technologies October 2008 - July 2010
MAVERICK Technologies 2008 - 2010
Mountaintop Solutions July 1995 - October 2008
Skills
Business Analysis, Program Management, Start-ups, RTU, Microsoft Office, Team Building, Integration, Testing, Energy, DCS, Customer Service, Visual Basic, Risk Management, Project Engineering, SDLC, Oil & Gas Industry, Archestra System..., PLC Programming, Wonderware Intouch, PLC, Software Development, Instrumentation, Process Engineering, Wonderware, Leadership, Troubleshooting, Quality Assurance, Software Documentation, MS Project, Cloud Computing, Databases, Requirements Analysis, SharePoint, Project Planning, Business Intelligence, Management, Vendor Management, Team Leadership, Information Technology, Petroleum, Factory, Cyber Security, White Hat Hacker, Intelligence Analysis, Computer Security, Automation, Microsoft Project
Education
Texas Tech University 2015 — 2017
Master of Science, Software Engineering, 2017
Mountain State University 2009 — 2012
Bachelor Science, Computer Science (BSCS), 3.9 GPA
Arkansas College of Technology 1980 — 1982
AAS, Electronics
Lacey Newell's J.P. Morgan Experience January 2007 - Present
Job Realtor, Prudential Texas Realty
Industry Real Estate
Experience
Prudential Texas Realty April 2012 - Present
JP Morgan January 2007 - Present
Primerica March 2011 - March 2013
Skills
e.certified 2.0, Online Buyers Advantage..., Online Advertising, Buyers, Investment Properties, Real Estate, First Time Home Buyers, Residential Homes, New Home Sales, Sellers, Condos, Mortgage Lending, Referrals, Relocation, Investors, Marketing, Move Up Buyers, Customer Service, Selling, Property, Foreclosures, Real Estate Transactions, Short Sales, FHA, Real Estate Financing, Commercial Real Estate, REO, Property Management, Single Family Homes, Real Estate Development, Brokerage, Investments, Real Estate Economics, Listings, Luxury, Real Property, Buyer Representation, Vacation Homes, HUD, Leases, Refinance, New Homes, Residential Mortgages, Mortgage Banking, Seniors, Rentals, Loans, Townhomes, VA loans, Loan Origination
Education
Texas A&M University
Real Estate
Prudential Texas Realty April 2012 - Present
JP Morgan January 2007 - Present
Primerica March 2011 - March 2013
Skills
e.certified 2.0, Online Buyers Advantage..., Online Advertising, Buyers, Investment Properties, Real Estate, First Time Home Buyers, Residential Homes, New Home Sales, Sellers, Condos, Mortgage Lending, Referrals, Relocation, Investors, Marketing, Move Up Buyers, Customer Service, Selling, Property, Foreclosures, Real Estate Transactions, Short Sales, FHA, Real Estate Financing, Commercial Real Estate, REO, Property Management, Single Family Homes, Real Estate Development, Brokerage, Investments, Real Estate Economics, Listings, Luxury, Real Property, Buyer Representation, Vacation Homes, HUD, Leases, Refinance, New Homes, Residential Mortgages, Mortgage Banking, Seniors, Rentals, Loans, Townhomes, VA loans, Loan Origination
Education
Texas A&M University
Real Estate
Noelle Hallman Noelle Hallman's J.P. Morgan Experience July 2003 - Present
Job VP at JP Morgan
Industry Financial Services
Experience
JP Morgan July 2003 - Present
John Hancock Mutual Funds October 1991 - December 2000
Education
Texas A&M University
B.A., Management
JP Morgan July 2003 - Present
John Hancock Mutual Funds October 1991 - December 2000
Education
Texas A&M University
B.A., Management
Michael Wax Michael Wax's J.P. Morgan Experience May 2010 - July 2013
Job Analyst at Long Pond Capital
Industry Investment Management
Experience
Long Pond Capital May 2015 - Present
KKR July 2013 - May 2015
JP Morgan May 2010 - July 2013
Western Reserve Partners LLC May 2008 - August 2008
ACS Vienna Acquisition Services January 2008 - May 2008
The Kenrich Group LLC May 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Due Diligence
Education
The George Washington University 2005 — 2009
BBA, Finance
The George Washington University - School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Long Pond Capital May 2015 - Present
KKR July 2013 - May 2015
JP Morgan May 2010 - July 2013
Western Reserve Partners LLC May 2008 - August 2008
ACS Vienna Acquisition Services January 2008 - May 2008
The Kenrich Group LLC May 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Due Diligence
Education
The George Washington University 2005 — 2009
BBA, Finance
The George Washington University - School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Alysha Hughes Alysha Hughes's J.P. Morgan Experience 2008 - 2008
Job RN, BSN
Industry Hospital & Health Care
Experience
Baylor Scott & White Health January 2015 - Present
Texas Health Resources April 2014 - January 2015
Texas Christian University May 2013 - August 2014
Texas Health Resources November 2008 - April 2014
RSC Show Productions January 2012 - June 2012
JP Morgan 2008 - 2008
Capital One Bank 2006 - 2007
Skills
Merchandising, Event Planning, Outlook, Customer Service, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Time Management, PowerPoint, Marketing, Non-profits, Sales, Social Media, Training, Budgets, Management, Public Speaking, Public Relations, Analysis, Event Management, Social Networking, Nonprofits, Healthcare
Education
Texas Christian University 2013 — 2014
Bachelor of Science in Nursing, BSN, RN, Registered Nursing/Registered Nurse
Texas Woman's University 2009 — 2011
Bachelors of Science in Fashion Merchandising, Fashion Merchandising and Marketing
Baylor Scott & White Health January 2015 - Present
Texas Health Resources April 2014 - January 2015
Texas Christian University May 2013 - August 2014
Texas Health Resources November 2008 - April 2014
RSC Show Productions January 2012 - June 2012
JP Morgan 2008 - 2008
Capital One Bank 2006 - 2007
Skills
Merchandising, Event Planning, Outlook, Customer Service, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Time Management, PowerPoint, Marketing, Non-profits, Sales, Social Media, Training, Budgets, Management, Public Speaking, Public Relations, Analysis, Event Management, Social Networking, Nonprofits, Healthcare
Education
Texas Christian University 2013 — 2014
Bachelor of Science in Nursing, BSN, RN, Registered Nursing/Registered Nurse
Texas Woman's University 2009 — 2011
Bachelors of Science in Fashion Merchandising, Fashion Merchandising and Marketing
Luther Nettey Luther Nettey's J.P. Morgan Experience October 2010 - Present
Job Vice President, Project Manager at JP Morgan Chase & Co.
Industry Financial Services
Experience
JP Morgan October 2010 - Present
JP Morgan Chase December 2006 - January 2011
BNY Mellon (Formerly PFPC, Inc.) February 2005 - December 2006
Depository Trust & Clearing Corporation May 2001 - May 2002
Skills
Financial Analysis, Equities, Risk Management, Financial Modeling, Bloomberg, Derivatives, Fixed Income, Securities, Banking, Accounting, Financial Risk, Mutual Funds, Finance, Middle Office, Financial Services, Business Analysis, Financial Reporting, Microsoft Excel, Access, Investments, Trading
Education
Temple University - Fox School of Business and Management 2000 — 2005
BBA, Manangement Information Systems
Jamaica High School
Jamaica High School
JP Morgan October 2010 - Present
JP Morgan Chase December 2006 - January 2011
BNY Mellon (Formerly PFPC, Inc.) February 2005 - December 2006
Depository Trust & Clearing Corporation May 2001 - May 2002
Skills
Financial Analysis, Equities, Risk Management, Financial Modeling, Bloomberg, Derivatives, Fixed Income, Securities, Banking, Accounting, Financial Risk, Mutual Funds, Finance, Middle Office, Financial Services, Business Analysis, Financial Reporting, Microsoft Excel, Access, Investments, Trading
Education
Temple University - Fox School of Business and Management 2000 — 2005
BBA, Manangement Information Systems
Jamaica High School
Jamaica High School
Aniruddha Shyamasundar Aniruddha Shyamasundar's J.P. Morgan Experience May 2011 - July 2012
Job Manager, Insights & Analytics at Xaxis
Industry Marketing and Advertising
Experience
Xaxis January 2015 - Present
Xaxis April 2014 - January 2015
Xaxis July 2012 - April 2014
JP Morgan May 2011 - July 2012
Prudential Financial May 2010 - August 2010
Tata Consultancy Services June 2009 - August 2009
Skills
Bloomberg Terminal, VBA, Microsoft Excel, SPSS, Stata, Business Objects, SAP, Financial Analysis, Financial Modeling, SQL, Capital IQ, Analytics, SAS, Data Analysis, Access, Social Media Marketing, Online Advertising, Social Media, Digital Marketing, Digital Media, Business Analysis, Market Research
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Finance
Xaxis January 2015 - Present
Xaxis April 2014 - January 2015
Xaxis July 2012 - April 2014
JP Morgan May 2011 - July 2012
Prudential Financial May 2010 - August 2010
Tata Consultancy Services June 2009 - August 2009
Skills
Bloomberg Terminal, VBA, Microsoft Excel, SPSS, Stata, Business Objects, SAP, Financial Analysis, Financial Modeling, SQL, Capital IQ, Analytics, SAS, Data Analysis, Access, Social Media Marketing, Online Advertising, Social Media, Digital Marketing, Digital Media, Business Analysis, Market Research
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Finance
Maya Schultz Maya Schultz's J.P. Morgan Experience 1989 - 1998
Job Real Estate Broker | Certified International Property Specialist | MBA | NC General Contractor | Buyer's Agent
Industry Real Estate
Experience
Luxury Beach Living @ BlueCoast Realty Corporation June 2010 - Present
Keller Williams April 2009 - April 2010
Compuware 1998 - 2005
JP Morgan 1989 - 1998
Skills
Program Management, Professional Services, Contract Negotiation, Business Analysis, Vendor Management, SDLC, Strategic Planning, Sellers, Strategy, First Time Home Buyers, Relocation, Buyer Representation, Property, Real Estate, Customer Service, Investment Properties, Buyers, Residential Homes, Luxury, Condos
Education
The College of William and Mary - The Mason School of Business 1987 — 1989
MBA, Business Administration and Management, General
William & Mary 1980 — 1984
BA, Economics
Luxury Beach Living @ BlueCoast Realty Corporation June 2010 - Present
Keller Williams April 2009 - April 2010
Compuware 1998 - 2005
JP Morgan 1989 - 1998
Skills
Program Management, Professional Services, Contract Negotiation, Business Analysis, Vendor Management, SDLC, Strategic Planning, Sellers, Strategy, First Time Home Buyers, Relocation, Buyer Representation, Property, Real Estate, Customer Service, Investment Properties, Buyers, Residential Homes, Luxury, Condos
Education
The College of William and Mary - The Mason School of Business 1987 — 1989
MBA, Business Administration and Management, General
William & Mary 1980 — 1984
BA, Economics
Juan Alday's J.P. Morgan Experience August 1996 - September 1999
Job
Industry Investment Banking
Experience
Bloomberg LP May 2014 - Present
Morgan Stanley March 2010 - May 2014
UBS November 2005 - March 2010
NATIXIS September 2002 - October 2005
Credit Suisse August 1999 - September 2002
JP Morgan August 1996 - September 1999
Bull Information Systems February 1996 - August 1996
Skills
Trading Systems, Electronic Trading, Interest Rate..., Fixed Income, High Frequency Trading, Low Latency, Market Data, Equity Derivatives, Credit Derivatives, Derivatives, FX Options, Options, C++, Boost C++, Swaps, Multithreading, Trading, Proprietary Trading, Exchange Connectivity, Hedging, Interest Rate Swaps, Sybase, Electronic Trading..., Rates, Bonds, Investment Banking, Equity Trading, Structured Products, Market Risk, Bloomberg, Capital Markets, Equities, Financial Markets, Prime Brokerage, Hedge Funds, Commodity, Bash, Python, Software Development, Continuous Integration
Education
Télécom Bretagne (ex- Enst de Bretagne, école nationale supérieure des télécommunications de Bretagne) 1995 — 1996
Master
Universidad de Deusto 1991 — 1996
Computer Science
College du Leman 1990 — 1991
High school
Bloomberg LP May 2014 - Present
Morgan Stanley March 2010 - May 2014
UBS November 2005 - March 2010
NATIXIS September 2002 - October 2005
Credit Suisse August 1999 - September 2002
JP Morgan August 1996 - September 1999
Bull Information Systems February 1996 - August 1996
Skills
Trading Systems, Electronic Trading, Interest Rate..., Fixed Income, High Frequency Trading, Low Latency, Market Data, Equity Derivatives, Credit Derivatives, Derivatives, FX Options, Options, C++, Boost C++, Swaps, Multithreading, Trading, Proprietary Trading, Exchange Connectivity, Hedging, Interest Rate Swaps, Sybase, Electronic Trading..., Rates, Bonds, Investment Banking, Equity Trading, Structured Products, Market Risk, Bloomberg, Capital Markets, Equities, Financial Markets, Prime Brokerage, Hedge Funds, Commodity, Bash, Python, Software Development, Continuous Integration
Education
Télécom Bretagne (ex- Enst de Bretagne, école nationale supérieure des télécommunications de Bretagne) 1995 — 1996
Master
Universidad de Deusto 1991 — 1996
Computer Science
College du Leman 1990 — 1991
High school
Karin (Nevils) Levi's J.P. Morgan Experience June 2006 - January 2008
Job Web Project Manager, Marketing and Communications, Intranet, Internet, eCommerce
Industry Marketing and Advertising
Experience
MasterCard July 2011 - Present
Credit Suisse 2011 - July 2011
Allianz Global Investors March 2009 - December 2010
ISO January 2009 - February 2009
Deutsche Asset Management January 2008 - January 2009
JP Morgan June 2006 - January 2008
New York Life March 2001 - June 2006
Time Inc. 2000 - 2001
DoubleClick January 1999 - August 2000
Skills
Digital Marketing, Integrated Marketing, B2B, Digital Strategy, Interactive Marketing, Multi-channel Marketing, Online Marketing, Social Media Marketing, E-commerce, Analytics, Strategic Partnerships, Marketing Strategy, Project Management, Product Marketing, Strategy, Marketing, Content Management, Management, Business Development, Web Design, Program Management, CRM
Education
Syracuse University
BA, Politics, Philosophy
MasterCard July 2011 - Present
Credit Suisse 2011 - July 2011
Allianz Global Investors March 2009 - December 2010
ISO January 2009 - February 2009
Deutsche Asset Management January 2008 - January 2009
JP Morgan June 2006 - January 2008
New York Life March 2001 - June 2006
Time Inc. 2000 - 2001
DoubleClick January 1999 - August 2000
Skills
Digital Marketing, Integrated Marketing, B2B, Digital Strategy, Interactive Marketing, Multi-channel Marketing, Online Marketing, Social Media Marketing, E-commerce, Analytics, Strategic Partnerships, Marketing Strategy, Project Management, Product Marketing, Strategy, Marketing, Content Management, Management, Business Development, Web Design, Program Management, CRM
Education
Syracuse University
BA, Politics, Philosophy
Greg Kozar's J.P. Morgan Experience 2000 - 2001
Job Data Analyst at Moody's
Industry Information Services
Experience
Moody's November 2009 - Present
Millennium Capital April 2009 - October 2009
Promark Global Advisors, Inc. October 2008 - April 2009
Fox Business Network April 2007 - July 2008
Merrill Lynch August 2005 - March 2007
TD Ameritrade 2003 - 2005
JP Morgan 2000 - 2001
Lehman Brothers 1996 - 2000
Union Bank of Switzerland 1994 - 1996
Merrill Lynch 1993 - 1994
Skills
Fixed Income, Trading Systems, Market Data, Equities, Reference Data, Trading, Vendor Management, Data Inventory, Hedge Funds, Derivatives, Requirements Analysis, Financial Markets, Capital Markets, Financial Services, Electronic Trading, Risk Management, Bloomberg, Options, Securities, FX Options, Investment Banking, Market Risk, Business Analysis, Bloomberg Terminal, Portfolio Management, Financial Risk, Asset Management, Financial Modeling, SDLC, Emerging Markets, Valuation, Quantitative Analytics, Middle Office, Equity Trading, Sybase, Bonds, Commodity, Equity Derivatives, Credit Derivatives, Quantitative Finance, Equity Research, Interest Rate..., Technical Analysis, Investment Management, Structured Finance, Relationship Management, Alternative Investments, Back Office, Credit Risk, Investments
Education
Cooper Union 1980 — 1984
BsME, Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1980 — 1984
1984, Mechanical Engineering
Moody's November 2009 - Present
Millennium Capital April 2009 - October 2009
Promark Global Advisors, Inc. October 2008 - April 2009
Fox Business Network April 2007 - July 2008
Merrill Lynch August 2005 - March 2007
TD Ameritrade 2003 - 2005
JP Morgan 2000 - 2001
Lehman Brothers 1996 - 2000
Union Bank of Switzerland 1994 - 1996
Merrill Lynch 1993 - 1994
Skills
Fixed Income, Trading Systems, Market Data, Equities, Reference Data, Trading, Vendor Management, Data Inventory, Hedge Funds, Derivatives, Requirements Analysis, Financial Markets, Capital Markets, Financial Services, Electronic Trading, Risk Management, Bloomberg, Options, Securities, FX Options, Investment Banking, Market Risk, Business Analysis, Bloomberg Terminal, Portfolio Management, Financial Risk, Asset Management, Financial Modeling, SDLC, Emerging Markets, Valuation, Quantitative Analytics, Middle Office, Equity Trading, Sybase, Bonds, Commodity, Equity Derivatives, Credit Derivatives, Quantitative Finance, Equity Research, Interest Rate..., Technical Analysis, Investment Management, Structured Finance, Relationship Management, Alternative Investments, Back Office, Credit Risk, Investments
Education
Cooper Union 1980 — 1984
BsME, Mechanical Engineering
The Cooper Union for the Advancement of Science and Art 1980 — 1984
1984, Mechanical Engineering
Brian Keegan's J.P. Morgan Experience February 2003 - December 2014
Job
Industry Banking
Experience
JP Morgan February 2003 - December 2014
Merrill Lynch February 1993 - December 2002
Toronto Dominion Securities July 1990 - February 1993
Moody's Investors Service 1987 - 1990
Bank of America 1985 - 1987
Skills
Credit Risk, Banking, Corporate Advisory, Investment Banking, Emerging Markets, Corporate Finance, Insurance, Credit Analysis, Business Strategy, Finance, Fixed Income, Bonds, Financial Advisory, Credit, Capital Markets, Financial Structuring, Bloomberg, Securitization, Structured Finance, Hedge Funds, Risk Management, Financial Modeling, Portfolio Management, Project Finance, Valuation, Financial Institutions, Structured Products, Equities, Derivatives, Financial Markets, Asset Management, Alternative Investments, Private Equity, Leveraged Finance, Financial Analysis, Due Diligence, Financial Services, Investments, LBO
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA
University of California, Los Angeles 1979 — 1981
BA
American University of Paris 1977 — 1979
AA
JP Morgan February 2003 - December 2014
Merrill Lynch February 1993 - December 2002
Toronto Dominion Securities July 1990 - February 1993
Moody's Investors Service 1987 - 1990
Bank of America 1985 - 1987
Skills
Credit Risk, Banking, Corporate Advisory, Investment Banking, Emerging Markets, Corporate Finance, Insurance, Credit Analysis, Business Strategy, Finance, Fixed Income, Bonds, Financial Advisory, Credit, Capital Markets, Financial Structuring, Bloomberg, Securitization, Structured Finance, Hedge Funds, Risk Management, Financial Modeling, Portfolio Management, Project Finance, Valuation, Financial Institutions, Structured Products, Equities, Derivatives, Financial Markets, Asset Management, Alternative Investments, Private Equity, Leveraged Finance, Financial Analysis, Due Diligence, Financial Services, Investments, LBO
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA
University of California, Los Angeles 1979 — 1981
BA
American University of Paris 1977 — 1979
AA
Mike Pizzo's J.P. Morgan Experience 1991 - 1994
Job IT Director at Johnson & Johnson
Industry Information Technology and Services
Experience
Johnson & Johnson September 2014 - Present
Pearson Inc. 2004 - September 2014
NorthPoint Solutions, formerly Bond Technologies 1995 - 2004
Morgan Stanley 1994 - 1995
JP Morgan 1991 - 1994
Skills
IT Strategy, Project Management, SDLC, Data Warehousing, IT Management, Outsourcing, Vendor Management, Business Analysis, Analytics, Enterprise Architecture, Integration, Solution Architecture, Requirements Analysis, Program Management, SharePoint, Business Process, Agile Methodologies, Database Design, Data Modeling, Disaster Recovery, ERP, Business Objects, Software Project..., PMO, ETL, Visio, Databases, Oracle, Enterprise Software, Agile Project Management, Software Development, Strategic Partnerships, Cross-functional Team..., SQL, Project Portfolio..., Business Process..., SaaS, Master Data Management, Requirements Gathering, CRM, Data Integration, Microsoft SQL Server, SOA, Cloud Computing, Big Data, Unix, Data Center, Pre-sales, Business Development, Business Intelligence
Education
Stevens Institute of Technology 1986 — 1990
Bachelor's Degree, Electrical Engineering
Johnson & Johnson September 2014 - Present
Pearson Inc. 2004 - September 2014
NorthPoint Solutions, formerly Bond Technologies 1995 - 2004
Morgan Stanley 1994 - 1995
JP Morgan 1991 - 1994
Skills
IT Strategy, Project Management, SDLC, Data Warehousing, IT Management, Outsourcing, Vendor Management, Business Analysis, Analytics, Enterprise Architecture, Integration, Solution Architecture, Requirements Analysis, Program Management, SharePoint, Business Process, Agile Methodologies, Database Design, Data Modeling, Disaster Recovery, ERP, Business Objects, Software Project..., PMO, ETL, Visio, Databases, Oracle, Enterprise Software, Agile Project Management, Software Development, Strategic Partnerships, Cross-functional Team..., SQL, Project Portfolio..., Business Process..., SaaS, Master Data Management, Requirements Gathering, CRM, Data Integration, Microsoft SQL Server, SOA, Cloud Computing, Big Data, Unix, Data Center, Pre-sales, Business Development, Business Intelligence
Education
Stevens Institute of Technology 1986 — 1990
Bachelor's Degree, Electrical Engineering
James Gorman's J.P. Morgan Experience January 1989 - January 1995
Job Senior Networking Professional
Industry Telecommunications
Experience
Morgan Stanley / Iris Software March 2014 - October 2014
Credit Suisse / British Telecom August 2006 - April 2013
Credit Suisse April 1997 - September 2001
Citicorp January 1996 - March 1997
Smith Barney January 1995 - March 1996
JP Morgan January 1989 - January 1995
Skills
Cisco Technologies, Networking, Routing, Network Engineering, IT Management, Requirements Analysis, IT Strategy, Integration, Infrastructure, Vendor Management, Senior Technical Support, Operations Management, Project Management, Quality Assurance, Process Enhancements, Network Management, Solution Architecture, Technical Planning, Change Tracking Systems, Leadership, Communication Skills, Partnership Building, Customer Service, Goal Setting, Data Center, Network Administration
Education
Stony Brook University
Computer Science
Morgan Stanley / Iris Software March 2014 - October 2014
Credit Suisse / British Telecom August 2006 - April 2013
Credit Suisse April 1997 - September 2001
Citicorp January 1996 - March 1997
Smith Barney January 1995 - March 1996
JP Morgan January 1989 - January 1995
Skills
Cisco Technologies, Networking, Routing, Network Engineering, IT Management, Requirements Analysis, IT Strategy, Integration, Infrastructure, Vendor Management, Senior Technical Support, Operations Management, Project Management, Quality Assurance, Process Enhancements, Network Management, Solution Architecture, Technical Planning, Change Tracking Systems, Leadership, Communication Skills, Partnership Building, Customer Service, Goal Setting, Data Center, Network Administration
Education
Stony Brook University
Computer Science
Jeffrey Tornow's J.P. Morgan Experience June 2006 - October 2007
Job Vice President at JP Morgan
Industry Investment Banking
Experience
JPMorgan Chase October 2007 - Present
JP Morgan June 2006 - October 2007
JPMorgan Chase January 2001 - June 2006
Keane Inc 1998 - 2000
Education
The George Washington University 1994 — 1997
BA, International Affairs
JPMorgan Chase October 2007 - Present
JP Morgan June 2006 - October 2007
JPMorgan Chase January 2001 - June 2006
Keane Inc 1998 - 2000
Education
The George Washington University 1994 — 1997
BA, International Affairs
Stephen Hurly's J.P. Morgan Experience 2001 - 2004
Job CEO at Viventia Biotech
Industry Biotechnology
Experience
Viventia Biotech December 2014 - Present
Burrill & Company June 2011 - November 2014
Boenning & Scattergood May 2008 - June 2011
Janney Montgomery Scott August 2004 - June 2008
JP Morgan 2001 - 2004
Hambrecht & Quist 1998 - 2002
Wasserstein Perella 1997 - 1998
UBS Investment Bank April 1996 - August 1997
Prudential Financial August 1990 - March 1996
Skills
Venture Capital, Investment Banking, Investments, Equities, Mergers & Acquisitions, Management, Due Diligence, Private Equity, Strategy, Valuation, Corporate Development, Start-ups, Biotechnology, Entrepreneurship, Business Strategy, Strategic Planning, Mergers, Pharmaceutical Industry, Capital Markets, Corporate Finance, Business Development, Financial Modeling, Portfolio Management, Medical Devices, Investor Relations, Technology Transfer, Emerging Markets, Negotiation, Leadership, Equity Research, Commercialization, Financial Analysis, Licensing, Strategic Partnerships, Business Planning, Product Development, Asset Managment, Product Management, Competitive Analysis, Marketing Strategy, Finance, Lifesciences, New Business Development, Alternative Investments, Hedge Funds, Executive Management, Cross-functional Team..., biotech, Clinical Development
Education
The University of Chicago Booth School of Business 1996 — 1997
MBA, Finance
Swarthmore College 1986 — 1990
BS, Engineering
Viventia Biotech December 2014 - Present
Burrill & Company June 2011 - November 2014
Boenning & Scattergood May 2008 - June 2011
Janney Montgomery Scott August 2004 - June 2008
JP Morgan 2001 - 2004
Hambrecht & Quist 1998 - 2002
Wasserstein Perella 1997 - 1998
UBS Investment Bank April 1996 - August 1997
Prudential Financial August 1990 - March 1996
Skills
Venture Capital, Investment Banking, Investments, Equities, Mergers & Acquisitions, Management, Due Diligence, Private Equity, Strategy, Valuation, Corporate Development, Start-ups, Biotechnology, Entrepreneurship, Business Strategy, Strategic Planning, Mergers, Pharmaceutical Industry, Capital Markets, Corporate Finance, Business Development, Financial Modeling, Portfolio Management, Medical Devices, Investor Relations, Technology Transfer, Emerging Markets, Negotiation, Leadership, Equity Research, Commercialization, Financial Analysis, Licensing, Strategic Partnerships, Business Planning, Product Development, Asset Managment, Product Management, Competitive Analysis, Marketing Strategy, Finance, Lifesciences, New Business Development, Alternative Investments, Hedge Funds, Executive Management, Cross-functional Team..., biotech, Clinical Development
Education
The University of Chicago Booth School of Business 1996 — 1997
MBA, Finance
Swarthmore College 1986 — 1990
BS, Engineering
Frank Lei's J.P. Morgan Experience June 1996 - December 2002
Job System Engineer specialized in Informantion Security Solutions
Industry Financial Services
Experience
Citi January 2007 - Present
UBS December 2002 - January 2007
JP Morgan June 1996 - December 2002
Federal Reserve Bank of New York February 1995 - June 1996
McWilliams Forge Company Inc. September 1991 - February 1995
Skills
Solaris, Red Hat Linux, Operating Systems, Web Servers, SSH, Proxy, Unix, Websphere, Unix Shell Scripting, Disaster Recovery, Vendor Management, Middleware, Information Security..., IT Strategy, Business Continuity, Infrastructure, IT Management, Solution Architecture, Security, IT Operations, System Administration, Governance, Information Security, IT Audit, Risk Management
Education
Sun Yat-Sen University
B.S., Solid Mechanics
Tsinghua University
PhD, Computational Solid Mechanics
Citi January 2007 - Present
UBS December 2002 - January 2007
JP Morgan June 1996 - December 2002
Federal Reserve Bank of New York February 1995 - June 1996
McWilliams Forge Company Inc. September 1991 - February 1995
Skills
Solaris, Red Hat Linux, Operating Systems, Web Servers, SSH, Proxy, Unix, Websphere, Unix Shell Scripting, Disaster Recovery, Vendor Management, Middleware, Information Security..., IT Strategy, Business Continuity, Infrastructure, IT Management, Solution Architecture, Security, IT Operations, System Administration, Governance, Information Security, IT Audit, Risk Management
Education
Sun Yat-Sen University
B.S., Solid Mechanics
Tsinghua University
PhD, Computational Solid Mechanics
Sarita Pabby's J.P. Morgan Experience 1994 - 1998
Job Vice President at Barclays Capital
Industry Financial Services
Experience
Barclays Capital September 2009 - Present
Morgan Stanley August 1998 - August 2009
JP Morgan 1994 - 1998
Skills
Fixed Income, Dodd-Frank, Clearing, Interest Rate Swaps, Credit Derivatives, Derivatives, Trading Systems
Education
Stevens Institute of Technology 1992 — 1994
Barclays Capital September 2009 - Present
Morgan Stanley August 1998 - August 2009
JP Morgan 1994 - 1998
Skills
Fixed Income, Dodd-Frank, Clearing, Interest Rate Swaps, Credit Derivatives, Derivatives, Trading Systems
Education
Stevens Institute of Technology 1992 — 1994
Prat Vyas's J.P. Morgan Experience June 2010 - Present
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2010 - Present
J.P. Morgan June 2009 - June 2010
JP Morgan July 2007 - July 2009
Skills
Investments, Management, Equities
Education
The College of New Jersey 2003 — 2007
B.S., Finance & Marketing
J.P. Morgan June 2010 - Present
J.P. Morgan June 2009 - June 2010
JP Morgan July 2007 - July 2009
Skills
Investments, Management, Equities
Education
The College of New Jersey 2003 — 2007
B.S., Finance & Marketing
Parminder Deo's J.P. Morgan Experience September 2008 - December 2008
Job Portfolio Manager at Western Union
Industry Information Technology and Services
Experience
Western Union June 2015 - Present
Mercer January 2010 - March 2015
MMC December 2008 - December 2009
JP Morgan September 2008 - December 2008
Bank of America November 2004 - February 2008
I.D. Systems, Inc. May 2004 - October 2004
Citigroup Corp. November 2003 - April 2004
Dun and Bradstreet June 2001 - September 2001
Skills
SDLC, Vendor Management, PMO, Business Analysis, Project Portfolio..., IT Strategy, PMP, Risk Management, Program Management, Software Project..., Process Improvement, Requirements Gathering, Requirements Analysis, Project Management, Enterprise Architecture, ITIL, Data Center, Visio, Outsourcing, Disaster Recovery, IT Management, Change Management, IT Service Management, Integration, Project Delivery, Management, Leadership, SharePoint, Strategy, CRM, Infrastructure, Information Technology, Business Process..., Business Continuity, Analysis, Business Requirements, Servers
Education
Stevens Institute of Technology 2002 — 2005
Master of Science, Technology Management
Stevens Institute of Technology 2002 — 2005
Graduate Certificate, Project Management
Stevens Institute of Technology 1998 — 2002
Bachelor of Engineering, Computer Engineering
Western Union June 2015 - Present
Mercer January 2010 - March 2015
MMC December 2008 - December 2009
JP Morgan September 2008 - December 2008
Bank of America November 2004 - February 2008
I.D. Systems, Inc. May 2004 - October 2004
Citigroup Corp. November 2003 - April 2004
Dun and Bradstreet June 2001 - September 2001
Skills
SDLC, Vendor Management, PMO, Business Analysis, Project Portfolio..., IT Strategy, PMP, Risk Management, Program Management, Software Project..., Process Improvement, Requirements Gathering, Requirements Analysis, Project Management, Enterprise Architecture, ITIL, Data Center, Visio, Outsourcing, Disaster Recovery, IT Management, Change Management, IT Service Management, Integration, Project Delivery, Management, Leadership, SharePoint, Strategy, CRM, Infrastructure, Information Technology, Business Process..., Business Continuity, Analysis, Business Requirements, Servers
Education
Stevens Institute of Technology 2002 — 2005
Master of Science, Technology Management
Stevens Institute of Technology 2002 — 2005
Graduate Certificate, Project Management
Stevens Institute of Technology 1998 — 2002
Bachelor of Engineering, Computer Engineering
Dan Horn's J.P. Morgan Experience October 2014 - Present
Job Vice President Risk Managment at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
JP Morgan 2005 - October 2014
SunGard Energy Systems 2000 - 2005
REFCO 1998 - 2000
Skills
Openlink, ETRM, Commodity Markets, Trading, Commodity, Financial Risk, Zainet, Derivatives, Trading Systems, FX Options, Hedging, Middle Office, Options, Swaps, Market Risk, Business Analysis, Investment Banking
Education
Stony Brook University 1993 — 1997
BS, Economics
Millburn 1989 — 1993
J.P. Morgan October 2014 - Present
JP Morgan 2005 - October 2014
SunGard Energy Systems 2000 - 2005
REFCO 1998 - 2000
Skills
Openlink, ETRM, Commodity Markets, Trading, Commodity, Financial Risk, Zainet, Derivatives, Trading Systems, FX Options, Hedging, Middle Office, Options, Swaps, Market Risk, Business Analysis, Investment Banking
Education
Stony Brook University 1993 — 1997
BS, Economics
Millburn 1989 — 1993
Tim Downs's J.P. Morgan Experience 1992 - 2000
Job Director Facilities Finance and Administrative Services at Princeton University
Industry Higher Education
Experience
Princeton University November 2011 - Present
Princeton University February 2007 - November 2011
Sanford-Brown Institute April 2004 - January 2007
ARAMARK Uniform Services August 2000 - April 2004
JP Morgan 1992 - 2000
Skills
Financial Analysis, Budgets, Finance, Forecasting, Financial Modeling, Higher Education, Financial Reporting, Leadership, Research, Project Management, Analysis, Microsoft Excel, Program Management, Data Analysis, Public Speaking, Microsoft Office, Strategic Planning, Managerial Finance, Management
Education
University of Delaware 1996 — 1999
MBA, Finance
Temple University - Fox School of Business and Management 1988 — 1992
Princeton University November 2011 - Present
Princeton University February 2007 - November 2011
Sanford-Brown Institute April 2004 - January 2007
ARAMARK Uniform Services August 2000 - April 2004
JP Morgan 1992 - 2000
Skills
Financial Analysis, Budgets, Finance, Forecasting, Financial Modeling, Higher Education, Financial Reporting, Leadership, Research, Project Management, Analysis, Microsoft Excel, Program Management, Data Analysis, Public Speaking, Microsoft Office, Strategic Planning, Managerial Finance, Management
Education
University of Delaware 1996 — 1999
MBA, Finance
Temple University - Fox School of Business and Management 1988 — 1992
Gilberto Penalver's J.P. Morgan Experience December 2001 - August 2008
Job Latam Fx Trader at BBVA
Industry Banking
Experience
BBVA September 2008 - Present
JP Morgan December 2001 - August 2008
J.P. Morgan December 2001 - August 2008
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Valuation, Derivatives, Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Corporate Finance, Securities
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2002
Bachelor of Science (B.S.), Finance, General
BBVA September 2008 - Present
JP Morgan December 2001 - August 2008
J.P. Morgan December 2001 - August 2008
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Valuation, Derivatives, Financial Modeling, Bloomberg, Hedge Funds, Private Equity, Corporate Finance, Securities
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Fred Schade's J.P. Morgan Experience January 2005 - Present
Job Market Risk Software Professional
Industry Investment Banking
Experience
JP Morgan January 2005 - Present
Education
The Cooper Union for the Advancement of Science and Art 1998 — 2002
JP Morgan January 2005 - Present
Education
The Cooper Union for the Advancement of Science and Art 1998 — 2002
Deva Mangal's J.P. Morgan Experience June 2011 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2011 - Present
Deutsche Bank September 2008 - April 2011
JP Morgan Chase June 2008 - September 2008
Bear Stearns June 2007 - June 2008
JP Morgan March 2006 - June 2007
Valtech August 2000 - March 2006
TIAA-CREF April 2003 - April 2005
Adecco 2000 - 2003
KPE May 1999 - August 2000
Education
Stony Brook University 1995 — 1999
BS, Computer Science
JP Morgan June 2011 - Present
Deutsche Bank September 2008 - April 2011
JP Morgan Chase June 2008 - September 2008
Bear Stearns June 2007 - June 2008
JP Morgan March 2006 - June 2007
Valtech August 2000 - March 2006
TIAA-CREF April 2003 - April 2005
Adecco 2000 - 2003
KPE May 1999 - August 2000
Education
Stony Brook University 1995 — 1999
BS, Computer Science
Ben Feldman's J.P. Morgan Experience 2008 - 2010
Job Energy, Natural Resources and Environment Strategist
Industry Renewables & Environment
Experience
Ben Feldman Strategies October 2012 - Present
Forest Trends April 2011 - September 2012
JP Morgan 2008 - 2010
Natsource LLC June 2001 - January 2008
Environmental Resources Trust January 2000 - May 2001
ICF Consulting 1997 - 2000
Skills
Carbon, Environmental Awareness, Carbon Markets, Climate Change, Renewable Energy, Cleantech, Energy Policy, Sustainable Business, Alternative Energy, Commodity Markets, Corporate Social..., Energy Efficiency, Environmental Policy, Sustainable Energy, Sustainability, Sustainability..., Sustainable Development, Carbon Footprinting, Biomass, Solar Energy, Carbon Management, Wind, Environmental..., Energy, Environmental Issues, Environmental Impact..., Energy Markets
Education
The George Washington University 1990 — 1992
MA, comparative politics, russian and eastern european history
University of Rochester
Bachelor of Arts (BA), History
Ben Feldman Strategies October 2012 - Present
Forest Trends April 2011 - September 2012
JP Morgan 2008 - 2010
Natsource LLC June 2001 - January 2008
Environmental Resources Trust January 2000 - May 2001
ICF Consulting 1997 - 2000
Skills
Carbon, Environmental Awareness, Carbon Markets, Climate Change, Renewable Energy, Cleantech, Energy Policy, Sustainable Business, Alternative Energy, Commodity Markets, Corporate Social..., Energy Efficiency, Environmental Policy, Sustainable Energy, Sustainability, Sustainability..., Sustainable Development, Carbon Footprinting, Biomass, Solar Energy, Carbon Management, Wind, Environmental..., Energy, Environmental Issues, Environmental Impact..., Energy Markets
Education
The George Washington University 1990 — 1992
MA, comparative politics, russian and eastern european history
University of Rochester
Bachelor of Arts (BA), History
Ian Alter's J.P. Morgan Experience June 2008 - August 2008
Job Consultant at Slalom Consulting
Industry Financial Services
Experience
Slalom Consulting September 2014 - Present
IBM Global Business Services January 2013 - September 2014
IBM Global Business Services December 2010 - December 2012
Green Key Resources June 2010 - November 2011
Chelsea Technologies June 2009 - May 2010
JP Morgan June 2008 - August 2008
Compuware June 2007 - August 2007
Sanders& Sanders June 2005 - August 2006
Skills
Inventory Management, Microsoft Office, SAS, Business Analysis, Visio, Microsoft Excel, SDLC, Project Management, Strategy, Analysis, Program Management, Analytics, Management, Business Intelligence, Risk Management
Education
Syracuse University 2005 — 2009
BS, Information Management and Technology, Marketing
Slalom Consulting September 2014 - Present
IBM Global Business Services January 2013 - September 2014
IBM Global Business Services December 2010 - December 2012
Green Key Resources June 2010 - November 2011
Chelsea Technologies June 2009 - May 2010
JP Morgan June 2008 - August 2008
Compuware June 2007 - August 2007
Sanders& Sanders June 2005 - August 2006
Skills
Inventory Management, Microsoft Office, SAS, Business Analysis, Visio, Microsoft Excel, SDLC, Project Management, Strategy, Analysis, Program Management, Analytics, Management, Business Intelligence, Risk Management
Education
Syracuse University 2005 — 2009
BS, Information Management and Technology, Marketing
Rebecca Dai's J.P. Morgan Experience September 2005 - Present
Job Project Manager
Industry Financial Services
Experience
JP Morgan September 2005 - Present
Deutsche Bank Securities June 2002 - August 2005
Citigroup June 2000 - May 2002
Education
Stony Brook University 1995 — 2000
BS, Information Systems Engineering
JP Morgan September 2005 - Present
Deutsche Bank Securities June 2002 - August 2005
Citigroup June 2000 - May 2002
Education
Stony Brook University 1995 — 2000
BS, Information Systems Engineering
Alina Overchuk's J.P. Morgan Experience January 2012 - February 2015
Job Regulatory Evaluator at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP February 2015 - Present
J.P. Morgan January 2012 - February 2015
JP Morgan August 2010 - January 2012
JP Morgan April 2009 - August 2010
Skills
Derivatives, Equities, Finance, Risk Management, Credit, Financial Risk, Investment Banking, Financial Modeling, Capital Markets, Credit Risk, Commodity, Accounting, Trading, Financial Analysis, Valuation, Corporate Finance, Investments, Credit Derivatives, Market Risk, Commodities, VBA, Relationship Management, Quantitative Analytics, Bloomberg, Fixed Income, Banking, Analysis, Asset Management, Microsoft Excel, Financial Markets, Management, Securities, Business Analysis, Public Speaking
Education
Temple University - Fox School of Business and Management 2006 — 2008
Bachelor of Science (BS), Finance and International Business
Bloomberg LP February 2015 - Present
J.P. Morgan January 2012 - February 2015
JP Morgan August 2010 - January 2012
JP Morgan April 2009 - August 2010
Skills
Derivatives, Equities, Finance, Risk Management, Credit, Financial Risk, Investment Banking, Financial Modeling, Capital Markets, Credit Risk, Commodity, Accounting, Trading, Financial Analysis, Valuation, Corporate Finance, Investments, Credit Derivatives, Market Risk, Commodities, VBA, Relationship Management, Quantitative Analytics, Bloomberg, Fixed Income, Banking, Analysis, Asset Management, Microsoft Excel, Financial Markets, Management, Securities, Business Analysis, Public Speaking
Education
Temple University - Fox School of Business and Management 2006 — 2008
Bachelor of Science (BS), Finance and International Business
Gerald Wey's J.P. Morgan Experience October 2005 - September 2008
Job Vice President at an undisclosed Investment Bank
Industry Investment Banking
Experience
Investment Bank September 2011 - Present
Citi August 2009 - September 2011
JP Morgan October 2005 - September 2008
Valtech 2000 - 2005
Systemax May 1999 - June 2000
Skills
Spring Integration, TDD, Certified Scrum Master..., Java, Spring Framework, SDLC, Design Patterns, Agile Methodologies, JUnit, Business Analysis, JMS, Trading Systems, Spring, Swing, Core Java, Test Driven Development, Scrum, Continuous Integration, EJB, Testing
Education
Stony Brook University 1991 — 1998
Investment Bank September 2011 - Present
Citi August 2009 - September 2011
JP Morgan October 2005 - September 2008
Valtech 2000 - 2005
Systemax May 1999 - June 2000
Skills
Spring Integration, TDD, Certified Scrum Master..., Java, Spring Framework, SDLC, Design Patterns, Agile Methodologies, JUnit, Business Analysis, JMS, Trading Systems, Spring, Swing, Core Java, Test Driven Development, Scrum, Continuous Integration, EJB, Testing
Education
Stony Brook University 1991 — 1998
Jerry Bluhm's J.P. Morgan Experience June 2008 - June 2009
Job Risk Control
Industry Oil & Energy
Experience
Enbridge Energy January 2013 - Present
Macquarie Group November 2010 - January 2013
Iberdrola Renewable Energy Services July 2009 - November 2010
JP Morgan June 2008 - June 2009
Bear Energy October 2006 - May 2008
Suez 2000 - 2006
Coastal Corp. January 1999 - June 2000
Skills
Commodity, Trading, Accounting, Commodity Markets, Risk Management, Valuation, Natural Gas, Portfolio Management, Analysis, Financial Risk, Trading Systems, Finance, Energy, Financial Modeling, Options, Financial Analysis, Energy Markets
Education
Texas A&M University - Mays Business School 1993 — 1998
Bachelor of Science (B.S.), Accounting
Enbridge Energy January 2013 - Present
Macquarie Group November 2010 - January 2013
Iberdrola Renewable Energy Services July 2009 - November 2010
JP Morgan June 2008 - June 2009
Bear Energy October 2006 - May 2008
Suez 2000 - 2006
Coastal Corp. January 1999 - June 2000
Skills
Commodity, Trading, Accounting, Commodity Markets, Risk Management, Valuation, Natural Gas, Portfolio Management, Analysis, Financial Risk, Trading Systems, Finance, Energy, Financial Modeling, Options, Financial Analysis, Energy Markets
Education
Texas A&M University - Mays Business School 1993 — 1998
Bachelor of Science (B.S.), Accounting
Lillian Nakhla's J.P. Morgan Experience March 2006 - July 2008
Job Consultant/Project Manager at Citigroup
Industry Capital Markets
Experience
Citigroup July 2008 - Present
JP MorganChase March 2006 - July 2008
JP Morgan March 2006 - July 2008
JP Morgan Chase 2006 - 2008
Fannie Mae June 2005 - June 2006
FreddieMac 2006 - 2006
Freddie Mac 2004 - 2005
Realeum 2003 - 2005
Education
The George Washington University 1995 — 1999
BBA in Finance
Citigroup July 2008 - Present
JP MorganChase March 2006 - July 2008
JP Morgan March 2006 - July 2008
JP Morgan Chase 2006 - 2008
Fannie Mae June 2005 - June 2006
FreddieMac 2006 - 2006
Freddie Mac 2004 - 2005
Realeum 2003 - 2005
Education
The George Washington University 1995 — 1999
BBA in Finance
David Nass's J.P. Morgan Experience 1996 - 2001
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank August 2011 - Present
Morgan Stanley January 2010 - September 2011
DTZ Rockwood January 2009 - December 2009
Lehman Brothers March 2001 - December 2008
JP Morgan 1996 - 2001
The Chase Manhattan Bank 1996 - 2001
Skills
CMBS, Business Development, Asset Management, Asset Managment, Banking, Capital Markets, Due Diligence, Financial Structuring, Fixed Income, High Yield, Investment Banking, MBS, Mezzanine, Portfolio Management, Real Estate Economics, Real Estate Private..., Securitization, Structured Products, Valuation
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA, Finance
Syracuse University 1987 — 1991
BS, Marketing
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS, Marketing
Rye 1983 — 1987
UBS Investment Bank August 2011 - Present
Morgan Stanley January 2010 - September 2011
DTZ Rockwood January 2009 - December 2009
Lehman Brothers March 2001 - December 2008
JP Morgan 1996 - 2001
The Chase Manhattan Bank 1996 - 2001
Skills
CMBS, Business Development, Asset Management, Asset Managment, Banking, Capital Markets, Due Diligence, Financial Structuring, Fixed Income, High Yield, Investment Banking, MBS, Mezzanine, Portfolio Management, Real Estate Economics, Real Estate Private..., Securitization, Structured Products, Valuation
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA, Finance
Syracuse University 1987 — 1991
BS, Marketing
Syracuse University - Martin J. Whitman School of Management 1987 — 1991
BS, Marketing
Rye 1983 — 1987
Brian Carney's J.P. Morgan Experience 1998 - 2002
Job Chief Investment Officer at Bridgecreek Investment Management
Industry Investment Management
Experience
Bridgecreek Investment Management September 2004 - Present
BOK Financial 2002 - 2004
JP Morgan 1998 - 2002
Skills
Alternative Investments, Portfolio Management, Asset Allocation, Financial Analysis, Investment Management, Fixed Income, Valuation, Equities, Retirement Planning, Financial Modeling, Analysis, Investment Advisory
Education
Texas Christian University - M.J. Neeley School of Business 1996 — 1998
MBA, Finance
William Jewell College 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration
Oxford University 1994 — 1995
Study abroad, European Economics, CS Lewis
Stillwater High 1988 — 1992
Bridgecreek Investment Management September 2004 - Present
BOK Financial 2002 - 2004
JP Morgan 1998 - 2002
Skills
Alternative Investments, Portfolio Management, Asset Allocation, Financial Analysis, Investment Management, Fixed Income, Valuation, Equities, Retirement Planning, Financial Modeling, Analysis, Investment Advisory
Education
Texas Christian University - M.J. Neeley School of Business 1996 — 1998
MBA, Finance
William Jewell College 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration
Oxford University 1994 — 1995
Study abroad, European Economics, CS Lewis
Stillwater High 1988 — 1992
Mary Dupay's J.P. Morgan Experience 1987 - 1992
Job managing director at Goldman Sachs
Industry Financial Services
Experience
glodman sachs Managing DirectorGoldman Sachs2007 - Present
JP Morgan 1987 - 1992
Salomon Brothers International Limited 1987 - 1992
Salomon Brothers 1987 - 1991
Skills
Middle Office, Equities, Capital Markets, Fixed Income, Prime Brokerage, Investment Banking, Hedge Funds, Collateral Management, Trading, Financial Services, Credit Derivatives, Derivatives, Reference Data, Options, Settlement, Interest Rate..., Equity Derivatives, Operational Risk..., FX Options, Securities, Corporate Actions, Trading Systems
Education
Suffolk University - Sawyer Business School 1978 — 1980
glodman sachs Managing DirectorGoldman Sachs2007 - Present
JP Morgan 1987 - 1992
Salomon Brothers International Limited 1987 - 1992
Salomon Brothers 1987 - 1991
Skills
Middle Office, Equities, Capital Markets, Fixed Income, Prime Brokerage, Investment Banking, Hedge Funds, Collateral Management, Trading, Financial Services, Credit Derivatives, Derivatives, Reference Data, Options, Settlement, Interest Rate..., Equity Derivatives, Operational Risk..., FX Options, Securities, Corporate Actions, Trading Systems
Education
Suffolk University - Sawyer Business School 1978 — 1980
Paul Sablich's J.P. Morgan Experience April 2004 - March 2013
Job Institutional Equity Sales at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. September 2013 - Present
JP Morgan April 2004 - March 2013
Janney Montgomery Scott August 1999 - April 2004
Skills
Securities, Alternative Investments, Asset Management, Fixed Income, Equity Research, Equity Derivatives, Investment Banking, Series 63, Series 7, Bloomberg, Valuation, Investments, Hedge Funds, Equities, Capital Markets, Financial Modeling, Equity Valuation, Investment Management, Mutual Funds, Asset Allocation, Options, Equity Trading, ETFs, Derivatives
Education
Temple University - Fox School of Business and Management 1995 — 1999
Chesnut Hill Academy 1990 — 1994
Oppenheimer & Co. September 2013 - Present
JP Morgan April 2004 - March 2013
Janney Montgomery Scott August 1999 - April 2004
Skills
Securities, Alternative Investments, Asset Management, Fixed Income, Equity Research, Equity Derivatives, Investment Banking, Series 63, Series 7, Bloomberg, Valuation, Investments, Hedge Funds, Equities, Capital Markets, Financial Modeling, Equity Valuation, Investment Management, Mutual Funds, Asset Allocation, Options, Equity Trading, ETFs, Derivatives
Education
Temple University - Fox School of Business and Management 1995 — 1999
Chesnut Hill Academy 1990 — 1994
Mark Ashkinos's J.P. Morgan Experience July 1995 - December 2003
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Pierpont Securities April 2012 - April 2014
BNP Paribas Securities Services October 2008 - April 2012
Banc of America Securities May 2005 - September 2008
Mizuho Securities February 2004 - April 2005
JP Morgan July 1995 - December 2003
Goldman Sachs March 1991 - March 1995
Skills
Swaps, Fixed Income, Equities, Derivatives, Securities Lending, Trading Systems, Investment Banking, Capital Markets, Equity Derivatives, Prime Brokerage, Credit Derivatives, Electronic Trading, Financial Risk, Hedge Funds, MBS, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
MBA, Finance
Stevens Institute of Technology 1989 — 1991
MS, Information Technology
Connecticut College 1984 — 1988
BA, Biochemistry
Morgan Stanley April 2014 - Present
Pierpont Securities April 2012 - April 2014
BNP Paribas Securities Services October 2008 - April 2012
Banc of America Securities May 2005 - September 2008
Mizuho Securities February 2004 - April 2005
JP Morgan July 1995 - December 2003
Goldman Sachs March 1991 - March 1995
Skills
Swaps, Fixed Income, Equities, Derivatives, Securities Lending, Trading Systems, Investment Banking, Capital Markets, Equity Derivatives, Prime Brokerage, Credit Derivatives, Electronic Trading, Financial Risk, Hedge Funds, MBS, Series 7, Series 63
Education
New York University - Leonard N. Stern School of Business 1992 — 1995
MBA, Finance
Stevens Institute of Technology 1989 — 1991
MS, Information Technology
Connecticut College 1984 — 1988
BA, Biochemistry
Jon Markey's J.P. Morgan Experience 1996 - Present
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 1996 - Present
JP Morgan 1996 - Present
Skills
Capital Markets, Investment Banking, Derivatives, Fixed Income, Equities, Financial Services, Portfolio Management, Bloomberg, Banking, Securities, Alternative Investments, Mutual Funds, Credit Risk, Financial Markets, Valuation, Relationship Management, Asset Management, Structured Finance, Credit Analysis, Risk Management, Investments, Financial Analysis, Financial Modeling
Education
Susquehanna University 1992 — 1996
Business Administration and Management, Finance
JPMorgan Chase 1996 - Present
JP Morgan 1996 - Present
Skills
Capital Markets, Investment Banking, Derivatives, Fixed Income, Equities, Financial Services, Portfolio Management, Bloomberg, Banking, Securities, Alternative Investments, Mutual Funds, Credit Risk, Financial Markets, Valuation, Relationship Management, Asset Management, Structured Finance, Credit Analysis, Risk Management, Investments, Financial Analysis, Financial Modeling
Education
Susquehanna University 1992 — 1996
Business Administration and Management, Finance
Dhanashree Bhandare's J.P. Morgan Experience May 2008 - September 2009
Job Financial analyst
Industry Investment Banking
Experience
Infusioninc August 2012 - Present
KAYA TAX and Bookkeeping Services, Inc. 2014 - 2015
Investment Banking Institute June 2012 - September 2012
Right Global Infosolutions March 2010 - September 2012
JP Morgan May 2008 - September 2009
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Financial Modeling, Virtual Teams, Business Analysis, Mergers & Acquisitions, Tax, Analysis, Tutoring, Process Improvement, Mergers, Valuation, Finance, DCF, Corporate Finance, Investment Banking, Understanding of US..., Creating revenue streams, Managing virtual teams, Lacerte, Accounting, Tax returns, Sales and use tax, Payroll, QuickBooks, Proforma financial..., Forecasting, Investments, Strategy, Banking, Market Research, Variance Analysis
Education
Symbiosis International University 2006 — 2008
Master of Business Administration (MBA, Finance), India
University of Mumbai 2000 — 2003
Bachelor's degree, Management Studies, Marketing
American Institute of CPAs
CPA exams completed
Investment Banking Institute
Courses: Financial Modeling, Valuation Training for Finance, Investment Banking
Infusioninc August 2012 - Present
KAYA TAX and Bookkeeping Services, Inc. 2014 - 2015
Investment Banking Institute June 2012 - September 2012
Right Global Infosolutions March 2010 - September 2012
JP Morgan May 2008 - September 2009
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Financial Modeling, Virtual Teams, Business Analysis, Mergers & Acquisitions, Tax, Analysis, Tutoring, Process Improvement, Mergers, Valuation, Finance, DCF, Corporate Finance, Investment Banking, Understanding of US..., Creating revenue streams, Managing virtual teams, Lacerte, Accounting, Tax returns, Sales and use tax, Payroll, QuickBooks, Proforma financial..., Forecasting, Investments, Strategy, Banking, Market Research, Variance Analysis
Education
Symbiosis International University 2006 — 2008
Master of Business Administration (MBA, Finance), India
University of Mumbai 2000 — 2003
Bachelor's degree, Management Studies, Marketing
American Institute of CPAs
CPA exams completed
Investment Banking Institute
Courses: Financial Modeling, Valuation Training for Finance, Investment Banking
Paul Krovontka's J.P. Morgan Experience December 2010 - April 2012
Job Supervisor Crude Risk Reporting and Position Control at Phillips 66
Industry Oil & Energy
Experience
Phillips 66 October 2012 - Present
Phillips 66 April 2012 - October 2012
JP Morgan December 2010 - April 2012
Dynegy February 2008 - December 2010
Dynegy November 2006 - February 2008
Skills
Commodity Markets, Financial Risk, Commodity, Risk Management, Hedging, Natural Gas, Energy, Market Risk, Analysis, Trading, Derivatives, Strategic Planning, Financial Analysis, Project Management, Contract Management, Product Control, Financial Modeling, Sarbanes-Oxley Act, Valuation
Education
Texas A&M University 1990 — 1996
Bachelor of Science (B.S.), Agricultural Economics
Klein Oak
Klein Oak
Klein Oak
Phillips 66 October 2012 - Present
Phillips 66 April 2012 - October 2012
JP Morgan December 2010 - April 2012
Dynegy February 2008 - December 2010
Dynegy November 2006 - February 2008
Skills
Commodity Markets, Financial Risk, Commodity, Risk Management, Hedging, Natural Gas, Energy, Market Risk, Analysis, Trading, Derivatives, Strategic Planning, Financial Analysis, Project Management, Contract Management, Product Control, Financial Modeling, Sarbanes-Oxley Act, Valuation
Education
Texas A&M University 1990 — 1996
Bachelor of Science (B.S.), Agricultural Economics
Klein Oak
Klein Oak
Klein Oak
Casandra Fung's J.P. Morgan Experience July 1995 - February 1996
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bear Stearns 2001 - 2007
Credit Suisse First Boston October 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - October 2000
Salomon Smith Barney June 1997 - March 1999
PricewaterhouseCoopers January 1997 - May 1997
Morgan Stanley February 1996 - December 1996
JP Morgan July 1995 - February 1996
Education
Stevens Institute of Technology 1997 — 1999
Information Management
New York University - Leonard N. Stern School of Business 1993 — 1997
Finance/Information Systems/Management
Bear Stearns 2001 - 2007
Credit Suisse First Boston October 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - October 2000
Salomon Smith Barney June 1997 - March 1999
PricewaterhouseCoopers January 1997 - May 1997
Morgan Stanley February 1996 - December 1996
JP Morgan July 1995 - February 1996
Education
Stevens Institute of Technology 1997 — 1999
Information Management
New York University - Leonard N. Stern School of Business 1993 — 1997
Finance/Information Systems/Management
Ari Rabinowitz's J.P. Morgan Experience 2008 - 2008
Job IT Security Operations at Morgan Stanley
Industry Computer & Network Security
Experience
Morgan Stanley August 2011 - Present
Pride Technologies September 2010 - August 2011
Stevens Institute of Technology July 2010 - December 2010
US Census Bureau April 2010 - June 2010
Bear Stearns October 1988 - November 2008
JP Morgan 2008 - 2008
Kearfott Guidance and Navigation December 1986 - October 1988
Albert Einstein College of Medicine September 1973 - December 1986
Rapidata 1968 - 1970
Skills
LDAP, System Administration, Integration, Quality Assurance, DNS, Unix, Disaster Recovery, Linux, Servers, TCP/IP, Software Documentation, Firewalls, Visio, System Deployment, Unix Shell Scripting, Perl, Virtualization, Storage, Computer Security, Active Directory, Networking, VPN, Troubleshooting, Red Hat Linux, Solaris, SQL, Windows, IT Service Management, Shell Scripting, Vendor Management, CISSP, Network Security, Operating Systems, VMware, Infrastructure, Technical Support, Windows Server, Security, Information Security, Hardware
Education
The Cooper Union for the Advancement of Science and Art 1967 — 1971
BE, EE
Morgan Stanley August 2011 - Present
Pride Technologies September 2010 - August 2011
Stevens Institute of Technology July 2010 - December 2010
US Census Bureau April 2010 - June 2010
Bear Stearns October 1988 - November 2008
JP Morgan 2008 - 2008
Kearfott Guidance and Navigation December 1986 - October 1988
Albert Einstein College of Medicine September 1973 - December 1986
Rapidata 1968 - 1970
Skills
LDAP, System Administration, Integration, Quality Assurance, DNS, Unix, Disaster Recovery, Linux, Servers, TCP/IP, Software Documentation, Firewalls, Visio, System Deployment, Unix Shell Scripting, Perl, Virtualization, Storage, Computer Security, Active Directory, Networking, VPN, Troubleshooting, Red Hat Linux, Solaris, SQL, Windows, IT Service Management, Shell Scripting, Vendor Management, CISSP, Network Security, Operating Systems, VMware, Infrastructure, Technical Support, Windows Server, Security, Information Security, Hardware
Education
The Cooper Union for the Advancement of Science and Art 1967 — 1971
BE, EE
Robert Ganci's J.P. Morgan Experience April 1997 - April 1998
Job NYCWiN NOCC Manager at Northrop Grumman
Industry Computer Networking
Experience
Northrop Grumman Corporation January 2008 - Present
Morgan Stanley September 1999 - January 2008
Salomon Brothers April 1998 - September 1999
JP Morgan April 1997 - April 1998
Technical Aids Inc January 1994 - April 1997
Education
SUNY Orange 1989 — 1992
IEEE, Electrical Engineering
Northrop Grumman Corporation January 2008 - Present
Morgan Stanley September 1999 - January 2008
Salomon Brothers April 1998 - September 1999
JP Morgan April 1997 - April 1998
Technical Aids Inc January 1994 - April 1997
Education
SUNY Orange 1989 — 1992
IEEE, Electrical Engineering
Kurt Steves's J.P. Morgan Experience August 1999 - May 2007
Job Managing Director, Fifth Third Bank, Capital Strategies Group
Industry Investment Banking
Experience
Fifth Third Securities May 2011 - Present
Cardinal Capital Partners May 2007 - May 2011
JP Morgan August 1999 - May 2007
Education
Texas Tech University - Rawls College of Business 1997 — 1999
MBA
Texas Tech University 1990 — 1995
BS, Industrial Engineering
Fifth Third Securities May 2011 - Present
Cardinal Capital Partners May 2007 - May 2011
JP Morgan August 1999 - May 2007
Education
Texas Tech University - Rawls College of Business 1997 — 1999
MBA
Texas Tech University 1990 — 1995
BS, Industrial Engineering
Alpha Reynolds-Lewis's J.P. Morgan Experience March 2003 - July 2005
Job President Reynolds Appraisal Group LLC
Industry Real Estate
Experience
Reynolds Appraisal Group, LLC July 2008 - Present
Tony Kamand Realty 2007 - Present
Broadway Premium Funding Corp. March 2005 - December 2007
Gagliano and Company September 2005 - July 2007
JP Morgan March 2003 - July 2005
Skills
Estate Planning, Market Studies, Tax Appeals, Residential, Residential Homes, Commercial Real Estate, Appraisals, Tax, Due Diligence, Strategic Planning, Market Research, Real Estate, Real Estate Transactions, Financial Analysis, Refinance, Investments, Budgets, Real Estate Economics, Public Speaking, Social Media
Education
Fairleigh Dickinson University-Metropolitan Campus 2013 — 2015
Master's of Public Administration, Real Estate
Syracuse University 1981 — 1985
Bachelor of Arts (BA), English & Political Science
Reynolds Appraisal Group, LLC July 2008 - Present
Tony Kamand Realty 2007 - Present
Broadway Premium Funding Corp. March 2005 - December 2007
Gagliano and Company September 2005 - July 2007
JP Morgan March 2003 - July 2005
Skills
Estate Planning, Market Studies, Tax Appeals, Residential, Residential Homes, Commercial Real Estate, Appraisals, Tax, Due Diligence, Strategic Planning, Market Research, Real Estate, Real Estate Transactions, Financial Analysis, Refinance, Investments, Budgets, Real Estate Economics, Public Speaking, Social Media
Education
Fairleigh Dickinson University-Metropolitan Campus 2013 — 2015
Master's of Public Administration, Real Estate
Syracuse University 1981 — 1985
Bachelor of Arts (BA), English & Political Science
Karla Sudock's J.P. Morgan Experience April 1994 - November 2001
Job Vice President at Deutsche Bank
Industry Banking
Experience
HSBC September 2011 - Present
Deutsche Bank 2003 - Present
Deutsche Bank Securities, Inc. 2003 - 2011
D.E.Shaw November 2001 - August 2002
JP Morgan April 1994 - November 2001
Skills
Hedge Funds, Capital Markets, Fixed Income, Derivatives, Equities, Investment Banking, Equity Derivatives
Education
Syracuse University 1982 — 1986
HSBC September 2011 - Present
Deutsche Bank 2003 - Present
Deutsche Bank Securities, Inc. 2003 - 2011
D.E.Shaw November 2001 - August 2002
JP Morgan April 1994 - November 2001
Skills
Hedge Funds, Capital Markets, Fixed Income, Derivatives, Equities, Investment Banking, Equity Derivatives
Education
Syracuse University 1982 — 1986
Jeremy Kaber's J.P. Morgan Experience October 2010 - April 2015
Job Vice President Global Markets @ RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2015 - Present
JP Morgan October 2010 - April 2015
Barclays Capital September 2009 - October 2010
BMO Capital Markets July 2005 - June 2009
UBS 2000 - 2005
Paine Webber 1998 - 2000
Skills
Equities, Business Analysis, Management, Trading Systems, Derivatives, Analysis, Strategy, Vendor Management, Series 7, Series 63
Education
Syracuse University 1994 — 1998
Bachelor of Science (BS), Finance & Marketing
RBC Capital Markets April 2015 - Present
JP Morgan October 2010 - April 2015
Barclays Capital September 2009 - October 2010
BMO Capital Markets July 2005 - June 2009
UBS 2000 - 2005
Paine Webber 1998 - 2000
Skills
Equities, Business Analysis, Management, Trading Systems, Derivatives, Analysis, Strategy, Vendor Management, Series 7, Series 63
Education
Syracuse University 1994 — 1998
Bachelor of Science (BS), Finance & Marketing
Dorothy Lee's J.P. Morgan Experience August 1996 - August 1999
Job Highly Experienced Credit Analyst
Industry Financial Services
Experience
Morgan Stanley September 1999 - Present
JP Morgan August 1996 - August 1999
JPMorgan Chase 1996 - 1999
Moody's Investors Service May 1984 - July 1996
Moodys Investor Services 1984 - 1996
Skills
Ratings, Credit Analysis, Capital Markets, Finance, Corporate Finance, Credit, High Yield, Mergers & Acquisitions, Investment Banking, Portfolio Management, Fixed Income, Loans, Leveraged Finance, Derivatives, Hedge Funds, Credit Risk, Management
Education
Stony Brook University 1971 — 1981
BS and Ph.D, Biology and Experimental Pathology
New York University - Leonard N. Stern School of Business
MBA
Morgan Stanley September 1999 - Present
JP Morgan August 1996 - August 1999
JPMorgan Chase 1996 - 1999
Moody's Investors Service May 1984 - July 1996
Moodys Investor Services 1984 - 1996
Skills
Ratings, Credit Analysis, Capital Markets, Finance, Corporate Finance, Credit, High Yield, Mergers & Acquisitions, Investment Banking, Portfolio Management, Fixed Income, Loans, Leveraged Finance, Derivatives, Hedge Funds, Credit Risk, Management
Education
Stony Brook University 1971 — 1981
BS and Ph.D, Biology and Experimental Pathology
New York University - Leonard N. Stern School of Business
MBA
Eric Giorgini's J.P. Morgan Experience July 2005 - Present
Job Underwriting Manager at New Penn Financial
Industry Banking
Experience
New Penn Financial March 2009 - Present
JP Morgan July 2005 - Present
JPMorgan Chase 2005 - Present
CitiFinancial 1998 - 2005
Education
Susquehanna University 1994 — 1997
New Penn Financial March 2009 - Present
JP Morgan July 2005 - Present
JPMorgan Chase 2005 - Present
CitiFinancial 1998 - 2005
Education
Susquehanna University 1994 — 1997
Vikram Rao's J.P. Morgan Experience April 2014 - Present
Job Vice President at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan April 2014 - Present
Credit Suisse June 2011 - April 2014
Citigroup June 2009 - June 2011
Citigroup October 2000 - June 2009
Goldman Sachs 1999 - 2000
Deustche Bank 1999 - 2000
JP Morgan 1998 - 1999
Salomon Brothers 1993 - 1997
Skills
Equities, Fixed Income, Trading Systems, Prime Brokerage, Software Project..., Capital Markets, Investment Banking, Java, Market Data, SDLC, FX Options, Bloomberg, Analytics, Trading, Management, Foreign Exchange..., Messaging, Structured Products, Vendor Management, Electronic Trading, Portfolio Management, Sybase, RDBMS, Middle Office, FX trading
Education
Stevens Institute of Technology 1996 — 1998
M.S, Information Management
VJTI
B.E, Electrical Engineering (Honors) - VJTI/University of Bombay
J.P. Morgan April 2014 - Present
Credit Suisse June 2011 - April 2014
Citigroup June 2009 - June 2011
Citigroup October 2000 - June 2009
Goldman Sachs 1999 - 2000
Deustche Bank 1999 - 2000
JP Morgan 1998 - 1999
Salomon Brothers 1993 - 1997
Skills
Equities, Fixed Income, Trading Systems, Prime Brokerage, Software Project..., Capital Markets, Investment Banking, Java, Market Data, SDLC, FX Options, Bloomberg, Analytics, Trading, Management, Foreign Exchange..., Messaging, Structured Products, Vendor Management, Electronic Trading, Portfolio Management, Sybase, RDBMS, Middle Office, FX trading
Education
Stevens Institute of Technology 1996 — 1998
M.S, Information Management
VJTI
B.E, Electrical Engineering (Honors) - VJTI/University of Bombay
Patrick Scales's J.P. Morgan Experience September 2015 - Present
Job Vice President at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
J.P. Morgan September 2015 - Present
House of Buchanan-Scales March 2012 - March 2014
JP Morgan July 2004 - March 2012
XE Corp - IT Consultants Houston Tx October 2002 - June 2004
Enron January 1997 - December 2001
Halliburton October 1992 - December 1996
Skills
Trading Systems, Commodity Markets, Trading, Investment Banking, Business Analysis, Vendor Management, Program Management, Project Management, IT Strategy, Process Improvement, Change Management, SDLC, Risk Management, Consulting, Testing, Software Development, E-commerce, Requirements Analysis, Derivatives, Integration, Business Intelligence, Disaster Recovery, Endur, Management, Requirements Gathering, Enterprise Architecture
Education
Texas Tech University 1987 — 1992
BS, Mechanical Engineering
James E Taylor HS
J.P. Morgan September 2015 - Present
House of Buchanan-Scales March 2012 - March 2014
JP Morgan July 2004 - March 2012
XE Corp - IT Consultants Houston Tx October 2002 - June 2004
Enron January 1997 - December 2001
Halliburton October 1992 - December 1996
Skills
Trading Systems, Commodity Markets, Trading, Investment Banking, Business Analysis, Vendor Management, Program Management, Project Management, IT Strategy, Process Improvement, Change Management, SDLC, Risk Management, Consulting, Testing, Software Development, E-commerce, Requirements Analysis, Derivatives, Integration, Business Intelligence, Disaster Recovery, Endur, Management, Requirements Gathering, Enterprise Architecture
Education
Texas Tech University 1987 — 1992
BS, Mechanical Engineering
James E Taylor HS
Kevin R Smith's J.P. Morgan Experience 2006 - June 2011
Job Managing Director and Chief Control Officer
Industry Financial Services
Experience
JPMorgan Chase Mortgage Banking January 2015 - Present
JPMorgan Chase June 2011 - June 2013
JP Morgan 2006 - June 2011
JPMorgan Chase 2005 - June 2011
Bank One 1992 - 2003
Banc One Corporation 1992 - 2001
Skills
Leadership, Asset Managment, Management, Risk Management, Operational Risk, Product Management, Auditing, Banking, Wealth Management, Mortgage Lending, Investments, Asset Management, Financial Services, Mutual Funds, Securities, Portfolio Management, Finance
Education
Texas A&M University
BBA, Finance
University of Houston
Post baccalaureate work in Accounting
JPMorgan Chase Mortgage Banking January 2015 - Present
JPMorgan Chase June 2011 - June 2013
JP Morgan 2006 - June 2011
JPMorgan Chase 2005 - June 2011
Bank One 1992 - 2003
Banc One Corporation 1992 - 2001
Skills
Leadership, Asset Managment, Management, Risk Management, Operational Risk, Product Management, Auditing, Banking, Wealth Management, Mortgage Lending, Investments, Asset Management, Financial Services, Mutual Funds, Securities, Portfolio Management, Finance
Education
Texas A&M University
BBA, Finance
University of Houston
Post baccalaureate work in Accounting
Cristobal J. Lozano's J.P. Morgan Experience July 2012 - August 2014
Job Associate at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank September 2014 - Present
J.P. Morgan July 2012 - August 2014
J.P. Morgan November 2009 - June 2012
JP Morgan August 2008 - November 2009
Corporación Actinver, S.A.B. de C.V. - Investment Management Services January 2008 - May 2008
Skills
Investment Banking, Valuation, Derivatives, Financial Modeling, Corporate Finance, Finance, Investments, Positive Behavior..., Team Building, Team Leadership, Teamwork, Trading
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2003 — 2008
Bachelor Degree in Business Administration and Finance, graduating with honors, Finance
Deutsche Bank September 2014 - Present
J.P. Morgan July 2012 - August 2014
J.P. Morgan November 2009 - June 2012
JP Morgan August 2008 - November 2009
Corporación Actinver, S.A.B. de C.V. - Investment Management Services January 2008 - May 2008
Skills
Investment Banking, Valuation, Derivatives, Financial Modeling, Corporate Finance, Finance, Investments, Positive Behavior..., Team Building, Team Leadership, Teamwork, Trading
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey 2003 — 2008
Bachelor Degree in Business Administration and Finance, graduating with honors, Finance
Colleen Hanretty's J.P. Morgan Experience VPJP Morgan Chase & Co.2008 - Present
Job VP at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan VPJP Morgan Chase & Co.2008 - Present
Bear Stearns 1995 - 2008
Education
Stony Brook University
JP Morgan VPJP Morgan Chase & Co.2008 - Present
Bear Stearns 1995 - 2008
Education
Stony Brook University
Bill Silvain's J.P. Morgan Experience 1997 - 2000
Job Energy Mgmt. Professional / Freelance Writer
Industry Oil & Energy
Experience
Freelance November 2010 - Present
LPB Energy Management September 2007 - November 2010
Silvain Energy Solutions 2006 - 2007
Luthin Associates, Inc May 2000 - July 2005
JP Morgan 1997 - 2000
Morgan Stanley Investment Management 1987 - 1997
Morgan Stanley 1984 - 1997
Skills
Contract Negotiation, Energy Management, Renewable Energy, Natural Gas, Energy, Procurement, Analysis, Energy Efficiency, Project Management, Contract Management
Education
Syracuse University 1978 — 1981
Freelance November 2010 - Present
LPB Energy Management September 2007 - November 2010
Silvain Energy Solutions 2006 - 2007
Luthin Associates, Inc May 2000 - July 2005
JP Morgan 1997 - 2000
Morgan Stanley Investment Management 1987 - 1997
Morgan Stanley 1984 - 1997
Skills
Contract Negotiation, Energy Management, Renewable Energy, Natural Gas, Energy, Procurement, Analysis, Energy Efficiency, Project Management, Contract Management
Education
Syracuse University 1978 — 1981
Michael Brunner's J.P. Morgan Experience 1996 - Present
Job Executive Dir CMBS Capital Markets at JP Morgan
Industry Banking
Experience
JP Morgan 1996 - Present
Arthur Andersen & Co. 1993 - 1996
Education
University of Florida 1991 — 1993
MBA, Finance & Real Estate
Texas A&M University
Bachelor of Science (B.S.), Construction Science
JP Morgan 1996 - Present
Arthur Andersen & Co. 1993 - 1996
Education
University of Florida 1991 — 1993
MBA, Finance & Real Estate
Texas A&M University
Bachelor of Science (B.S.), Construction Science
Gregg Chatterton's J.P. Morgan Experience October 1986 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan October 1986 - Present
Education
Syracuse University 1978 — 1982
BS, Finance/Journalism
JP Morgan October 1986 - Present
Education
Syracuse University 1978 — 1982
BS, Finance/Journalism
Lisa Tillett's J.P. Morgan Experience Program Administrative AssociateLucent TechnologiesDecember 1991 - May 2001
Job Administrative Assistance at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan Program Administrative AssociateLucent TechnologiesDecember 1991 - May 2001
Education
Stevens Institute of Technology 1998 — 1998
Certificate, Program Management
JP Morgan Program Administrative AssociateLucent TechnologiesDecember 1991 - May 2001
Education
Stevens Institute of Technology 1998 — 1998
Certificate, Program Management
Brian Tonsmeire's J.P. Morgan Experience July 2009 - March 2010
Job Experienced FX Derivatives Specialist
Industry Capital Markets
Experience
ING April 2010 - December 2011
JP Morgan July 2009 - March 2010
Independent Investment Banking Professional July 2008 - July 2009
Bear Stearns May 1990 - June 2008
Skills
FX, Derivatives, Trading, FX Options, Risk Management, Structured Products, Currency, FX Derivatives, Foreign Exchange, Hedge Funds, Options, Financial Structuring, Equities, Market Making, Fixed Income
Education
The George Washington University 1988 — 1990
BA, Political Science, English Literature
Union College 1986 — 1988
ING April 2010 - December 2011
JP Morgan July 2009 - March 2010
Independent Investment Banking Professional July 2008 - July 2009
Bear Stearns May 1990 - June 2008
Skills
FX, Derivatives, Trading, FX Options, Risk Management, Structured Products, Currency, FX Derivatives, Foreign Exchange, Hedge Funds, Options, Financial Structuring, Equities, Market Making, Fixed Income
Education
The George Washington University 1988 — 1990
BA, Political Science, English Literature
Union College 1986 — 1988
Irene Rodriguez's J.P. Morgan Experience August 1993 - February 2001
Job Head of Corporate Sales IRD at Credit Agricole
Industry Banking
Experience
Calyon March 2009 - Present
Banco Santander May 2006 - August 2008
BNP Paribas May 2005 - April 2006
Morgan Stanley March 2002 - March 2005
BNP Paribas February 2001 - March 2002
JP Morgan August 1993 - February 2001
J.P.Morgan Securites Inc 1994 - 2001
Citibank 1988 - 1991
Skills
Hedging, Credit Derivatives, Derivatives, Interest Rate..., Equity Derivatives, Emerging Markets, Financial Structuring, ALM, Foreign Exchange, Fixed Income, Capital Markets, Structured Products, Investment Banking, Rates, Structured Finance, FX Options, Financial Markets, Hedge Funds, Equities, Bloomberg, Investments, Trading, Trading Systems, Bonds, Financial Modeling, Portfolio Management, Market Risk, Options, Alternative Investments, Swaps, Valuation, Securitization, Asset Management, Credit Risk, Financial Risk, Commodity, Private Equity, Corporate Finance
Education
The University of Chicago 1991 — 1993
MBA, MBA
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance
University of Pennsylvania - The Wharton School 1984 — 1988
BSE, Finance
Tecnológico de Monterrey 1982 — 1984
High School, High School
Nuevo Colegio Continental Americano 1971 — 1982
Calyon March 2009 - Present
Banco Santander May 2006 - August 2008
BNP Paribas May 2005 - April 2006
Morgan Stanley March 2002 - March 2005
BNP Paribas February 2001 - March 2002
JP Morgan August 1993 - February 2001
J.P.Morgan Securites Inc 1994 - 2001
Citibank 1988 - 1991
Skills
Hedging, Credit Derivatives, Derivatives, Interest Rate..., Equity Derivatives, Emerging Markets, Financial Structuring, ALM, Foreign Exchange, Fixed Income, Capital Markets, Structured Products, Investment Banking, Rates, Structured Finance, FX Options, Financial Markets, Hedge Funds, Equities, Bloomberg, Investments, Trading, Trading Systems, Bonds, Financial Modeling, Portfolio Management, Market Risk, Options, Alternative Investments, Swaps, Valuation, Securitization, Asset Management, Credit Risk, Financial Risk, Commodity, Private Equity, Corporate Finance
Education
The University of Chicago 1991 — 1993
MBA, MBA
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance
University of Pennsylvania - The Wharton School 1984 — 1988
BSE, Finance
Tecnológico de Monterrey 1982 — 1984
High School, High School
Nuevo Colegio Continental Americano 1971 — 1982
Paul Dickson's J.P. Morgan Experience 1999 - 2005
Job Portfolio Manager at New Mexico Bank & Trust, Fixed Income Manager, Heartland Financial
Industry Financial Services
Experience
New Mexico Bank & Trust August 2012 - Present
Weasel & Fitz March 2007 - Present
Armored Wolf, LLC October 2008 - September 2010
JP Morgan 1999 - 2005
Lehman Brothers 1997 - 1999
The Chase Manhattan Bank 1993 - 1997
Skills
Fixed Income, Emerging Markets, Economics, Investment Banking, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Private Equity, Financial Markets, Valuation, Capital Markets, Securities, Commodity, Asset Management, Asset Allocation, Bloomberg, Wealth Management, Bonds, Venture Capital, Trading, FX Options, Investment Strategies, Investments, Derivatives
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1993
MA, International Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1993
MA, Latin American Studies
The George Washington University 1984 — 1988
BA, International Relations -- Soviet Studies
New Mexico Bank & Trust August 2012 - Present
Weasel & Fitz March 2007 - Present
Armored Wolf, LLC October 2008 - September 2010
JP Morgan 1999 - 2005
Lehman Brothers 1997 - 1999
The Chase Manhattan Bank 1993 - 1997
Skills
Fixed Income, Emerging Markets, Economics, Investment Banking, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Private Equity, Financial Markets, Valuation, Capital Markets, Securities, Commodity, Asset Management, Asset Allocation, Bloomberg, Wealth Management, Bonds, Venture Capital, Trading, FX Options, Investment Strategies, Investments, Derivatives
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1993
MA, International Economics
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 — 1993
MA, Latin American Studies
The George Washington University 1984 — 1988
BA, International Relations -- Soviet Studies
Hiren Doshi's J.P. Morgan Experience May 2007 - August 2008
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan May 2007 - August 2008
Credit Suisse May 1998 - April 2007
HSBC 2005 - 2005
Skills
Prime Brokerage, Electronic Trading, FX Options, CDS, Equity Derivatives, Risk Management, Derivatives, Trading Systems, Fixed Income, Structured Products, VBA, Emerging Markets, Equities, Trading, Options, Swaps, Credit Derivatives, Capital Markets, Structured Finance, Market Risk, Back Office, Low Latency, Financial Risk, Market Data
Education
Temple University 1989 — 1991
MS, Computer and Information Science
Temple University 1986 — 1988
MBA, Finance
JP Morgan May 2007 - August 2008
Credit Suisse May 1998 - April 2007
HSBC 2005 - 2005
Skills
Prime Brokerage, Electronic Trading, FX Options, CDS, Equity Derivatives, Risk Management, Derivatives, Trading Systems, Fixed Income, Structured Products, VBA, Emerging Markets, Equities, Trading, Options, Swaps, Credit Derivatives, Capital Markets, Structured Finance, Market Risk, Back Office, Low Latency, Financial Risk, Market Data
Education
Temple University 1989 — 1991
MS, Computer and Information Science
Temple University 1986 — 1988
MBA, Finance
Steven Deimen MBA,CPA's J.P. Morgan Experience 2006 - Present
Job VP Chief Investment Office /JPMorgan
Industry Banking
Experience
JP Morgan 2006 - Present
Education
University of South Florida 1995 — 1998
MBA
Suffolk University - Sawyer Business School 1993 — 1995
Masters in Accounting, Mba
JP Morgan 2006 - Present
Education
University of South Florida 1995 — 1998
MBA
Suffolk University - Sawyer Business School 1993 — 1995
Masters in Accounting, Mba
Sharon Held's J.P. Morgan Experience 1985 - 1991
Job Licensed as Real Estate Associate Broker with The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group January 2001 - Present
Parabolix LLC 1996 - 1998
JP Morgan 1985 - 1991
Skills
Relocation, Buyers, Luxury, Real Estate Financing, Selling, Investment Properties, Real Estate, Real Estate Economics, Leases, Real Estate Development, Residential Homes, New Home Sales, Investors, Real Estate Transactions, Sellers, Townhomes, Real Property, Rentals, Condos, Real Estate License, Apartments, Brokerage, Listings, Referrals, 1031 Exchanges, Buyer Representation, First Time Home Buyers, Single Family Homes, Short Sales, International Real..., Property, Income Properties, REO, Sales
Education
George Washington University
The Corcoran Group January 2001 - Present
Parabolix LLC 1996 - 1998
JP Morgan 1985 - 1991
Skills
Relocation, Buyers, Luxury, Real Estate Financing, Selling, Investment Properties, Real Estate, Real Estate Economics, Leases, Real Estate Development, Residential Homes, New Home Sales, Investors, Real Estate Transactions, Sellers, Townhomes, Real Property, Rentals, Condos, Real Estate License, Apartments, Brokerage, Listings, Referrals, 1031 Exchanges, Buyer Representation, First Time Home Buyers, Single Family Homes, Short Sales, International Real..., Property, Income Properties, REO, Sales
Education
George Washington University
Craig Tscherne's J.P. Morgan Experience March 2008 - Present
Job ED at JP Morgan
Industry Semiconductors
Experience
JP Morgan March 2008 - Present
BofA 2004 - 2007
Furman Selz 1995 - 2000
CIBC World Markets 1901 - 1928
Skills
Equities, Hedge Funds, Trading Systems, Electronic Trading, Trading, Bloomberg, Equity Trading, Investment Banking, Risk Management
Education
The Citadel 1988 — 1993
BS, Stats
Union College
JP Morgan March 2008 - Present
BofA 2004 - 2007
Furman Selz 1995 - 2000
CIBC World Markets 1901 - 1928
Skills
Equities, Hedge Funds, Trading Systems, Electronic Trading, Trading, Bloomberg, Equity Trading, Investment Banking, Risk Management
Education
The Citadel 1988 — 1993
BS, Stats
Union College
David Svenson's J.P. Morgan Experience 1999 - 2007
Job Director of IT Audit, TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
Morgan Stanley January 2013 - December 2013
Morgan Stanley June 2010 - December 2012
Jefferies & Company November 2007 - June 2010
Jefferies International Limited November 2007 - May 2009
JPMorgan Chase 1999 - 2007
JPMC 1999 - 2007
JP Morgan 1999 - 2007
JPMorganChase 1999 - 2007
JPMorgan 1999 - 2007
Skills
Asset Managment, ITIL, Infrastructure, Business Strategy, Leveraged Finance, Risk Management, Asset Management, Fixed Income, Business Process, Credit Derivatives, Credit Risk, Derivatives, Equities, Finance, Financial Risk, Financial Services, Internal Audit, Management, Market Risk, Program Management, Securities, Structured Products, Business Continuity
Education
University of Canberra 1992 — 1994
Post Grad, Information Systems
The Australian National University 1990 — 1994
Bachelor of Commerce and Science, Accounting
The Australian National University 1989 — 1993
BSC/BCOM, Accounting, Economics, Psychology
TD Ameritrade January 2014 - Present
Morgan Stanley January 2013 - December 2013
Morgan Stanley June 2010 - December 2012
Jefferies & Company November 2007 - June 2010
Jefferies International Limited November 2007 - May 2009
JPMorgan Chase 1999 - 2007
JPMC 1999 - 2007
JP Morgan 1999 - 2007
JPMorganChase 1999 - 2007
JPMorgan 1999 - 2007
Skills
Asset Managment, ITIL, Infrastructure, Business Strategy, Leveraged Finance, Risk Management, Asset Management, Fixed Income, Business Process, Credit Derivatives, Credit Risk, Derivatives, Equities, Finance, Financial Risk, Financial Services, Internal Audit, Management, Market Risk, Program Management, Securities, Structured Products, Business Continuity
Education
University of Canberra 1992 — 1994
Post Grad, Information Systems
The Australian National University 1990 — 1994
Bachelor of Commerce and Science, Accounting
The Australian National University 1989 — 1993
BSC/BCOM, Accounting, Economics, Psychology
Erik Karlin's J.P. Morgan Experience July 2000 - December 2002
Job Director at RBS Markets & International Banking
Industry Financial Services
Experience
RBS Markets & International Banking July 2005 - Present
RBS Greenwich Capital July 2004 - July 2005
The Royal Bank of Scotland January 2003 - June 2004
JP Morgan July 2000 - December 2002
RBS Greenwich Capital November 1997 - July 2000
NatWest Markets October 1994 - November 1997
New Windsor Associates March 1993 - August 1994
Skills
Derivatives, Fixed Income, Trading Systems, Rates, Capital Markets, Electronic Trading, Investment Banking, Interest Rate..., Sybase, Options, Trading
Education
Stony Brook University 1988 — 1992
BS, Computer Science
RBS Markets & International Banking July 2005 - Present
RBS Greenwich Capital July 2004 - July 2005
The Royal Bank of Scotland January 2003 - June 2004
JP Morgan July 2000 - December 2002
RBS Greenwich Capital November 1997 - July 2000
NatWest Markets October 1994 - November 1997
New Windsor Associates March 1993 - August 1994
Skills
Derivatives, Fixed Income, Trading Systems, Rates, Capital Markets, Electronic Trading, Investment Banking, Interest Rate..., Sybase, Options, Trading
Education
Stony Brook University 1988 — 1992
BS, Computer Science
Geoffrey Tricarico's J.P. Morgan Experience October 2010 - March 2015
Job Manager Strategic Initiatives at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
JP Morgan October 2010 - March 2015
J.H. Cohn LLP January 2009 - October 2010
Goldman Sachs January 2007 - January 2009
GE Capital July 2005 - January 2007
Skills
Microsoft Office, Profitability Analysis, Financial Management, Product Development, Client Service, Sales Support, Financial Analysis, Corporate Advisory, Managerial Finance, Product Management, Relationship Management, Analytical Support, Emotional Intelligence, Sales Operations, Analysis, CO-PA, Client Services, Finance, Mergers & Acquisitions, Corporate Finance
Education
Temple University - Fox School of Business and Management 2001 — 2005
Business Honors (BBA), Economics
Hunterdon Central Regional High School
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Economics
Prudential Financial March 2015 - Present
JP Morgan October 2010 - March 2015
J.H. Cohn LLP January 2009 - October 2010
Goldman Sachs January 2007 - January 2009
GE Capital July 2005 - January 2007
Skills
Microsoft Office, Profitability Analysis, Financial Management, Product Development, Client Service, Sales Support, Financial Analysis, Corporate Advisory, Managerial Finance, Product Management, Relationship Management, Analytical Support, Emotional Intelligence, Sales Operations, Analysis, CO-PA, Client Services, Finance, Mergers & Acquisitions, Corporate Finance
Education
Temple University - Fox School of Business and Management 2001 — 2005
Business Honors (BBA), Economics
Hunterdon Central Regional High School
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Economics
JUDITH MARSON-ROGERS's J.P. Morgan Experience September 1995 - May 1999
Job Consultant
Industry Information Technology and Services
Experience
Royal Bank of Scotland August 2015 - Present
JP Morgan Chase August 2010 - May 2015
Merrill Lynch May 1999 - August 2008
Merrill Lynch September 2000 - April 2008
Merrill Lynch September 2000 - April 2008
Merrill Lynch 1999 - 2001
JP Morgan September 1995 - May 1999
Skills
Business Analysis, Program Management, Project Management, PMP, Quality Assurance, Management, Risk Management, Analysis, SDLC, Requirements Analysis, User Acceptance Testing, Testing, Change Management, Visio, MS Project, IT Strategy, PMO, Project Portfolio..., Disaster Recovery, ITIL, IT Management, Governance, Vendor Management, SQL, Agile Testing, Project Delivery, Technology Risk, Agile & Waterfall..., UAT Coordination, Regression Testing, System Testing, Training & Development, Non-profit Volunteering
Education
Stony Brook University 1989 — 1993
BA, Psychology
Royal Bank of Scotland August 2015 - Present
JP Morgan Chase August 2010 - May 2015
Merrill Lynch May 1999 - August 2008
Merrill Lynch September 2000 - April 2008
Merrill Lynch September 2000 - April 2008
Merrill Lynch 1999 - 2001
JP Morgan September 1995 - May 1999
Skills
Business Analysis, Program Management, Project Management, PMP, Quality Assurance, Management, Risk Management, Analysis, SDLC, Requirements Analysis, User Acceptance Testing, Testing, Change Management, Visio, MS Project, IT Strategy, PMO, Project Portfolio..., Disaster Recovery, ITIL, IT Management, Governance, Vendor Management, SQL, Agile Testing, Project Delivery, Technology Risk, Agile & Waterfall..., UAT Coordination, Regression Testing, System Testing, Training & Development, Non-profit Volunteering
Education
Stony Brook University 1989 — 1993
BA, Psychology
Mark Seroka's J.P. Morgan Experience 1987 - Present
Job Project Manager/Business Analyst at JP Morgan
Industry Financial Services
Experience
JP Morgan 1987 - Present
JPMorgan Chase 1987 - Present
J.P. Morgan 1987 - 2007
Hewlett Packard 1984 - 1987
Hazeltine 1983 - 1984
Norden Systems - United Technologies 1981 - 1983
Skills
SDLC, Requirements Analysis, Business Analysis, Business Requirements, PMO, Project Management, Project Portfolio..., Software Project..., Visio, Program Management, Vendor Management, Banking, Requirements Gathering
Education
SUNY Stony Brook
BS Computer Science
JP Morgan 1987 - Present
JPMorgan Chase 1987 - Present
J.P. Morgan 1987 - 2007
Hewlett Packard 1984 - 1987
Hazeltine 1983 - 1984
Norden Systems - United Technologies 1981 - 1983
Skills
SDLC, Requirements Analysis, Business Analysis, Business Requirements, PMO, Project Management, Project Portfolio..., Software Project..., Visio, Program Management, Vendor Management, Banking, Requirements Gathering
Education
SUNY Stony Brook
BS Computer Science
Brian Hoey's J.P. Morgan Experience July 2010 - February 2015
Job Associate at Private Capital Research LLC
Industry Venture Capital & Private Equity
Experience
Private Capital Research LLC February 2015 - Present
JP Morgan July 2010 - February 2015
Toro Trading LLC February 2010 - May 2010
West Capital Management December 2008 - May 2009
Skills
Equities, Investments, Private Equity, Financial Modeling, Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration (BBA), Finance & Economics
Private Capital Research LLC February 2015 - Present
JP Morgan July 2010 - February 2015
Toro Trading LLC February 2010 - May 2010
West Capital Management December 2008 - May 2009
Skills
Equities, Investments, Private Equity, Financial Modeling, Finance, Financial Analysis, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration (BBA), Finance & Economics
Mark Gottschalt's J.P. Morgan Experience January 2003 - Present
Job Construction Risk Manager at JP Morgan
Industry Construction
Experience
Gottschalt Construction Services July 2005 - Present
JP Morgan January 2003 - Present
JPMorgan Chase February 2002 - 2009
AECC, Inc January 1997 - January 2002
Skills
Construction, Project Planning, Project Management, Budgets, Renovation, Contract Negotiation, Strategic Planning, Commercial Real Estate, Team Building, Contract Management
Education
Texas A&M University 1992 — 1994
Bachelor, Construction Management
Victoria Junior Colloge 1988 — 1991
Associates, Drafting Technology
Gottschalt Construction Services July 2005 - Present
JP Morgan January 2003 - Present
JPMorgan Chase February 2002 - 2009
AECC, Inc January 1997 - January 2002
Skills
Construction, Project Planning, Project Management, Budgets, Renovation, Contract Negotiation, Strategic Planning, Commercial Real Estate, Team Building, Contract Management
Education
Texas A&M University 1992 — 1994
Bachelor, Construction Management
Victoria Junior Colloge 1988 — 1991
Associates, Drafting Technology
Garrett Stier's J.P. Morgan Experience June 2008 - April 2009
Job Director of Manufacturing at Nassau Candy Distributors, Inc.
Industry Financial Services
Experience
Nassau Candy Distributors, Inc. April 2009 - Present
JP Morgan June 2008 - April 2009
Education
Syracuse University 2004 — 2008
BS, Business
Nassau Candy Distributors, Inc. April 2009 - Present
JP Morgan June 2008 - April 2009
Education
Syracuse University 2004 — 2008
BS, Business
Andrew Wernick's J.P. Morgan Experience June 2008 - July 2009
Job Head of Structured Product Content at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters September 2010 - Present
JP Morgan June 2008 - July 2009
Bear Stearns August 2004 - June 2008
Skills
Structured Products
Education
The George Washington University
Thomson Reuters September 2010 - Present
JP Morgan June 2008 - July 2009
Bear Stearns August 2004 - June 2008
Skills
Structured Products
Education
The George Washington University
Shawn O'Hara's J.P. Morgan Experience May 1997 - June 2001
Job Managing Director Utilities Division at US Bank
Industry Banking
Experience
US Bank December 2009 - Present
The Royal Bank of Scotland June 2007 - December 2009
Barclays Capital June 2001 - June 2007
JP Morgan May 1997 - June 2001
Education
Saint John's University 1989 — 1992
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1984 — 1988
BEME, Mechanical Engineering
US Bank December 2009 - Present
The Royal Bank of Scotland June 2007 - December 2009
Barclays Capital June 2001 - June 2007
JP Morgan May 1997 - June 2001
Education
Saint John's University 1989 — 1992
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1984 — 1988
BEME, Mechanical Engineering
Julio Calzada's J.P. Morgan Experience June 2008 - August 2008
Job Director, Corporate Development and Strategy at LiquiBox
Industry Packaging and Containers
Experience
Liqui-Box July 2014 - Present
The Sterling Group July 2012 - July 2014
Liqui-Box January 2013 - May 2013
Morgan Stanley May 2009 - July 2012
Americorp State September 2008 - May 2009
JP Morgan June 2008 - August 2008
Americorps September 2007 - May 2008
Ernie Guzman Pontiac and GMC May 2007 - August 2007
Ernie Guzman Pontiac & GMC April 2006 - August 2006
Skills
Financial Analysis, Private Equity, Debt Restructuring, Operating Models, Operational Due..., Mergers & Acquisitions, Restructuring, Budget Process, Business Valuation, Capital Structure, Valuation Modeling, Industry Research, Access, Bloomberg, Financial Modeling, Investment Banking, Analysis, Microsoft Excel, Sales, PowerPoint
Education
Texas A&M University 2006 — 2010
Business Administration, Finance and Accouting
Liqui-Box July 2014 - Present
The Sterling Group July 2012 - July 2014
Liqui-Box January 2013 - May 2013
Morgan Stanley May 2009 - July 2012
Americorp State September 2008 - May 2009
JP Morgan June 2008 - August 2008
Americorps September 2007 - May 2008
Ernie Guzman Pontiac and GMC May 2007 - August 2007
Ernie Guzman Pontiac & GMC April 2006 - August 2006
Skills
Financial Analysis, Private Equity, Debt Restructuring, Operating Models, Operational Due..., Mergers & Acquisitions, Restructuring, Budget Process, Business Valuation, Capital Structure, Valuation Modeling, Industry Research, Access, Bloomberg, Financial Modeling, Investment Banking, Analysis, Microsoft Excel, Sales, PowerPoint
Education
Texas A&M University 2006 — 2010
Business Administration, Finance and Accouting
Dave Kmetz's J.P. Morgan Experience 1998 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan 1998 - Present
Skills
Investment Banking, Bloomberg, Fixed Income, Trading
Education
The Catholic University of America 1991 — 1995
Bachelor of Arts (B.A.), Finance, General
JP Morgan 1998 - Present
Skills
Investment Banking, Bloomberg, Fixed Income, Trading
Education
The Catholic University of America 1991 — 1995
Bachelor of Arts (B.A.), Finance, General
Michele Nesbitt's J.P. Morgan Experience October 2006 - December 2008
Job at Axiom Capital Management
Industry Financial Services
Experience
private September 2009 - Present
JP Morgan October 2006 - December 2008
Bear Stearns 1995 - 2006
Sherman & Sterling January 1994 - October 1995
Skills
Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Access, Financial Analysis, Leadership, Investments, Financial Services, Equities, Hedge Funds, Management, Finance, Time Management, Risk Management, Sales, Series 7, Fixed Income, Bloomberg, Trading
Education
Suffolk County Community College
Early Childhood
private September 2009 - Present
JP Morgan October 2006 - December 2008
Bear Stearns 1995 - 2006
Sherman & Sterling January 1994 - October 1995
Skills
Outlook, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Access, Financial Analysis, Leadership, Investments, Financial Services, Equities, Hedge Funds, Management, Finance, Time Management, Risk Management, Sales, Series 7, Fixed Income, Bloomberg, Trading
Education
Suffolk County Community College
Early Childhood
Bridget Dixon's J.P. Morgan Experience May 2009 - August 2009
Job Switchboard Mechanical Design Engineer at Schneider Electric
Industry Mechanical or Industrial Engineering
Experience
Schneider Electric October 2014 - Present
Syracuse University January 2012 - January 2014
Syracuse University August 2010 - May 2011
General Electric June 2010 - August 2010
Syracuse University August 2007 - May 2010
JP Morgan May 2009 - August 2009
Xerox May 2008 - August 2008
Skills
Six Sigma, C Programming Language, Matlab, Maple, AutoCAD, Solidworks, PTC Pro/Engineer, ANSYS, Adobe Photoshop, Engineering, MathCAD, Pro Engineer, Mechanical Engineering, Microsoft Office, Microsoft Excel, PowerPoint, Leadership
Education
Syracuse University 2010 — 2011
Masters of Science, Mechanical and Aerospace Engineering
Syracuse University 2006 — 2010
Bachelors of Science, Mechanical Engineering
Schneider Electric October 2014 - Present
Syracuse University January 2012 - January 2014
Syracuse University August 2010 - May 2011
General Electric June 2010 - August 2010
Syracuse University August 2007 - May 2010
JP Morgan May 2009 - August 2009
Xerox May 2008 - August 2008
Skills
Six Sigma, C Programming Language, Matlab, Maple, AutoCAD, Solidworks, PTC Pro/Engineer, ANSYS, Adobe Photoshop, Engineering, MathCAD, Pro Engineer, Mechanical Engineering, Microsoft Office, Microsoft Excel, PowerPoint, Leadership
Education
Syracuse University 2010 — 2011
Masters of Science, Mechanical and Aerospace Engineering
Syracuse University 2006 — 2010
Bachelors of Science, Mechanical Engineering
Pradnya Khadapkar's J.P. Morgan Experience June 2009 - August 2009
Job Senior Program Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft September 2015 - Present
Microsoft December 2013 - Present
Amazon.com June 2010 - November 2013
Syracuse University January 2010 - May 2010
Cyber Defense Institute Inc. September 2009 - May 2010
Syracuse University September 2009 - December 2009
JP Morgan June 2009 - August 2009
Syracuse University October 2008 - May 2009
MAQ Software August 2006 - July 2008
Skills
Microsoft SQL Server, Data Analysis, Business Analysis, C#, Agile Methodologies, Databases, Project Management, Program Management, Software Project..., Software Engineering, ETL, Systems Analysis, Visio, SharePoint, JavaScript, Cloud Computing
Education
Syracuse University 2008 — 2010
MS, Information Management
University of Mumbai 2002 — 2006
BE, Information Technology
Microsoft September 2015 - Present
Microsoft December 2013 - Present
Amazon.com June 2010 - November 2013
Syracuse University January 2010 - May 2010
Cyber Defense Institute Inc. September 2009 - May 2010
Syracuse University September 2009 - December 2009
JP Morgan June 2009 - August 2009
Syracuse University October 2008 - May 2009
MAQ Software August 2006 - July 2008
Skills
Microsoft SQL Server, Data Analysis, Business Analysis, C#, Agile Methodologies, Databases, Project Management, Program Management, Software Project..., Software Engineering, ETL, Systems Analysis, Visio, SharePoint, JavaScript, Cloud Computing
Education
Syracuse University 2008 — 2010
MS, Information Management
University of Mumbai 2002 — 2006
BE, Information Technology
Andrew Caldwell's J.P. Morgan Experience June 2006 - August 2011
Job Cost Engineer at Maersk Oil, Chissonga Project
Industry Oil & Energy
Experience
Maersk Oil, Chissonga Project August 2011 - Present
JP Morgan June 2006 - August 2011
Skills
Fixed Income, Derivatives, Financial Analysis, SAP, Analysis, Leadership, Management, Petroleum, Oil & Gas, Gas, Microsoft Excel, Contract Management, EPC, Engineering, Offshore Drilling
Education
Texas State University 2001 — 2005
Bachelor's Degree, Business Administration, Finance
Maersk Oil, Chissonga Project August 2011 - Present
JP Morgan June 2006 - August 2011
Skills
Fixed Income, Derivatives, Financial Analysis, SAP, Analysis, Leadership, Management, Petroleum, Oil & Gas, Gas, Microsoft Excel, Contract Management, EPC, Engineering, Offshore Drilling
Education
Texas State University 2001 — 2005
Bachelor's Degree, Business Administration, Finance
Akshay Chitale's J.P. Morgan Experience May 2013 - Present
Job Valuation Control Business Management Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
JP Morgan August 2010 - May 2013
City of Philadelphia June 2008 - April 2010
SEI June 2009 - August 2009
Temple University September 2007 - December 2007
Wyeth July 2007 - August 2007
Education
Temple University 2006 — 2010
BBA, International Business Administration and Finance, 3.82/4.0
Centre D'Etudes Franco-Americain de Management 2008 — 2008
Bachelor's degree credits, Study Abroad in Lyon, France
J.P. Morgan May 2013 - Present
JP Morgan August 2010 - May 2013
City of Philadelphia June 2008 - April 2010
SEI June 2009 - August 2009
Temple University September 2007 - December 2007
Wyeth July 2007 - August 2007
Education
Temple University 2006 — 2010
BBA, International Business Administration and Finance, 3.82/4.0
Centre D'Etudes Franco-Americain de Management 2008 — 2008
Bachelor's degree credits, Study Abroad in Lyon, France
brian neiser's J.P. Morgan Experience 1994 - Present
Job Executive Director JP Morgan
Industry Investment Banking
Experience
JP Morgan 1994 - Present
Skills
Capital Markets, Investment Banking, Valuation
Education
Texas A&M University 1989 — 1993
BA, Business Management & Wildlife and Fishery Science
JP Morgan 1994 - Present
Skills
Capital Markets, Investment Banking, Valuation
Education
Texas A&M University 1989 — 1993
BA, Business Management & Wildlife and Fishery Science
Robert Buckwalter's J.P. Morgan Experience January 2013 - August 2014
Job M.B.A. Candidate, University of Texas McCombs School of Business, Class of 2016
Industry Oil & Energy
Experience
Denham Capital May 2015 - August 2015
J.P. Morgan January 2013 - August 2014
JP Morgan July 2010 - January 2013
Plains Exploration & Production June 2009 - August 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Texas Christian University 2005 — 2009
Finance and Spanish, Finance, Spanish, Energy and Technology
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Denham Capital May 2015 - August 2015
J.P. Morgan January 2013 - August 2014
JP Morgan July 2010 - January 2013
Plains Exploration & Production June 2009 - August 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Texas Christian University 2005 — 2009
Finance and Spanish, Finance, Spanish, Energy and Technology
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Heather Sever's J.P. Morgan Experience 2001 - 2006
Job Program Manager at Ohio State University
Industry Marketing and Advertising
Experience
The Ohio State University August 2013 - Present
Meers, Inc. May 2011 - August 2013
Pharmacy Systems, Inc. May 2007 - December 2010
JP Morgan 2001 - 2006
General Motors 1999 - 2001
Skills
Personnel Management, Recruiting, Management, Microsoft Excel, Strategic Planning, Performance Management, Leadership
Education
The Defiance College 1997 — 2001
Bachelor of Science, Marketing and Human Resource Management
The Ohio State University August 2013 - Present
Meers, Inc. May 2011 - August 2013
Pharmacy Systems, Inc. May 2007 - December 2010
JP Morgan 2001 - 2006
General Motors 1999 - 2001
Skills
Personnel Management, Recruiting, Management, Microsoft Excel, Strategic Planning, Performance Management, Leadership
Education
The Defiance College 1997 — 2001
Bachelor of Science, Marketing and Human Resource Management
Steve Profeta's J.P. Morgan Experience June 2008 - Present
Job Vice President at JP Morgan
Industry Investment Banking
Experience
JP Morgan June 2008 - Present
Bear Stearns June 1985 - May 2008
Skills
Capital Markets, Fixed Income, Hedge Funds, Valuation, Derivatives, Equities
Education
Syracuse University 1982 — 1985
B.S., Finance
JP Morgan June 2008 - Present
Bear Stearns June 1985 - May 2008
Skills
Capital Markets, Fixed Income, Hedge Funds, Valuation, Derivatives, Equities
Education
Syracuse University 1982 — 1985
B.S., Finance
Christopher Wurtz's J.P. Morgan Experience April 2005 - January 2009
Job President and Founder Cai Capital Management
Industry Financial Services
Experience
Cai Capital Management July 2011 - Present
Millennium Partners March 2009 - January 2011
JP Morgan April 2005 - January 2009
Valtech Technologies January 2000 - March 2005
Enron June 2001 - February 2003
Education
Texas A&M University 1997 — 2000
BS, Computer Science
Cai Capital Management July 2011 - Present
Millennium Partners March 2009 - January 2011
JP Morgan April 2005 - January 2009
Valtech Technologies January 2000 - March 2005
Enron June 2001 - February 2003
Education
Texas A&M University 1997 — 2000
BS, Computer Science
Hector Villaescusa's J.P. Morgan Experience August 2007 - October 2010
Job Private Wealth Advisor at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2010 - Present
JP Morgan August 2007 - October 2010
Nacional Financiera London Branch January 2006 - July 2007
Nafinsa Securities April 2001 - December 2005
Bancomer 1999 - 1999
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
mba
Tecnológico de Monterrey
Goldman Sachs September 2010 - Present
JP Morgan August 2007 - October 2010
Nacional Financiera London Branch January 2006 - July 2007
Nafinsa Securities April 2001 - December 2005
Bancomer 1999 - 1999
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
mba
Tecnológico de Monterrey
Lori Favazza's J.P. Morgan Experience January 2002 - February 2003
Job Business Strategist, vRealize Business at VMware
Industry Information Technology and Services
Experience
VMware April 2012 - Present
Goldman Sachs October 2010 - April 2012
Travelling in South America October 2009 - August 2010
UBS September 2003 - October 2009
Open Society Institute February 2003 - August 2003
JP Morgan January 2002 - February 2003
IFC - International Finance Corporation June 1998 - October 2001
Education
The George Washington University 1995 — 1999
BA
VMware April 2012 - Present
Goldman Sachs October 2010 - April 2012
Travelling in South America October 2009 - August 2010
UBS September 2003 - October 2009
Open Society Institute February 2003 - August 2003
JP Morgan January 2002 - February 2003
IFC - International Finance Corporation June 1998 - October 2001
Education
The George Washington University 1995 — 1999
BA
Andres Amador's J.P. Morgan Experience April 2014 - Present
Job Investment Banking Analyst Latin America Debt Capital Markets & Leveraged Finance at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
JP Morgan January 2011 - Present
North American Development Bank May 2010 - August 2010
Evercore Partners August 2008 - December 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Corporate Finance, Bloomberg, Investment Banking, Investments, Spanish, Equities, Fixed Income, Due Diligence, Data Analysis, Microsoft Excel, Private Equity, Stata, Portfolio Management, Bloomberg Terminal, Capital IQ, Emerging Markets
Education
The University of Texas at Austin 2008 — 2010
B.A., Economics; Business
Instituto de Estudios Bursatiles/Universidad Complutense de Madrid
Certification, Stock Market Analysis
Instituto Tecnológico y de Estudios Superiores de Monterrey 2006 — 2008
Economics, Law
American School Foundation of Monterrey (ASFM)
J.P. Morgan April 2014 - Present
JP Morgan January 2011 - Present
North American Development Bank May 2010 - August 2010
Evercore Partners August 2008 - December 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Corporate Finance, Bloomberg, Investment Banking, Investments, Spanish, Equities, Fixed Income, Due Diligence, Data Analysis, Microsoft Excel, Private Equity, Stata, Portfolio Management, Bloomberg Terminal, Capital IQ, Emerging Markets
Education
The University of Texas at Austin 2008 — 2010
B.A., Economics; Business
Instituto de Estudios Bursatiles/Universidad Complutense de Madrid
Certification, Stock Market Analysis
Instituto Tecnológico y de Estudios Superiores de Monterrey 2006 — 2008
Economics, Law
American School Foundation of Monterrey (ASFM)
Michael Tussie's J.P. Morgan Experience 2007 - 2010
Job Vice President at CBRE Capital Advisors
Industry Investment Banking
Experience
CBRE Capital Advisors March 2015 - Present
Institutional real estate, real asset and private equity marketing, capital raising / IR January 2013 - March 2015
Aviva Investors September 2013 - January 2014
APG Asset Management January 2011 - December 2012
JP Morgan 2007 - 2010
Skills
Hedge Funds, Fixed Income, Portfolio Management, Asset Management, Financial Modeling, Due Diligence, Private Equity, Investments, Equities, Finance, Capital Markets, Derivatives, Alternative Investments, Financial Services, Bloomberg, Valuation, Equity Research, Mutual Funds, Strategy, Securities, Trading, Options, Investment Strategies, Real Estate, Structured Finance, Investment Banking, Investment Management, Asset Allocation, Venture Capital, Fund Of Funds, Financial Structuring, Real Estate Private..., High Yield, Financial Markets, Corporate Finance, Emerging Markets, Mezzanine, Equity Trading, Institutional..., CMBS, Investor Relations, Capital, Leveraged Finance, LBO, Real Estate Economics, Private Placements, Equity Valuation, Equity Capital Markets, Financial Analysis, Special Situations
Education
Temple University - Fox School of Business and Management
BBA, Finance
CBRE Capital Advisors March 2015 - Present
Institutional real estate, real asset and private equity marketing, capital raising / IR January 2013 - March 2015
Aviva Investors September 2013 - January 2014
APG Asset Management January 2011 - December 2012
JP Morgan 2007 - 2010
Skills
Hedge Funds, Fixed Income, Portfolio Management, Asset Management, Financial Modeling, Due Diligence, Private Equity, Investments, Equities, Finance, Capital Markets, Derivatives, Alternative Investments, Financial Services, Bloomberg, Valuation, Equity Research, Mutual Funds, Strategy, Securities, Trading, Options, Investment Strategies, Real Estate, Structured Finance, Investment Banking, Investment Management, Asset Allocation, Venture Capital, Fund Of Funds, Financial Structuring, Real Estate Private..., High Yield, Financial Markets, Corporate Finance, Emerging Markets, Mezzanine, Equity Trading, Institutional..., CMBS, Investor Relations, Capital, Leveraged Finance, LBO, Real Estate Economics, Private Placements, Equity Valuation, Equity Capital Markets, Financial Analysis, Special Situations
Education
Temple University - Fox School of Business and Management
BBA, Finance
Brandon Newman's J.P. Morgan Experience December 2010 - January 2013
Job Business Operations Analyst at Caris Life Sciences
Industry Investment Banking
Experience
Caris Life Sciences June 2015 - Present
JPMorgan Chase August 2014 - June 2015
JPMorgan Chase February 2014 - August 2014
JPMorgan Chase February 2013 - February 2014
JP Morgan December 2010 - January 2013
First Southwest Company March 2009 - December 2010
Skills
Microsoft Excel, Business Analysis, Finance, Equities, Securities, Visual Basic, Fixed Income, Derivatives, Strategy, Unix, JavaScript, Oracle SQL Developer, Autosys, Pentaho, FitNesse, Agile Methodologies, Revenue Analysis, Revenue Cycle
Education
Texas Tech University - Rawls College of Business 2004 — 2008
Bachelor's degree, Finance, General
Jesuit College Prep
Caris Life Sciences June 2015 - Present
JPMorgan Chase August 2014 - June 2015
JPMorgan Chase February 2014 - August 2014
JPMorgan Chase February 2013 - February 2014
JP Morgan December 2010 - January 2013
First Southwest Company March 2009 - December 2010
Skills
Microsoft Excel, Business Analysis, Finance, Equities, Securities, Visual Basic, Fixed Income, Derivatives, Strategy, Unix, JavaScript, Oracle SQL Developer, Autosys, Pentaho, FitNesse, Agile Methodologies, Revenue Analysis, Revenue Cycle
Education
Texas Tech University - Rawls College of Business 2004 — 2008
Bachelor's degree, Finance, General
Jesuit College Prep
Nilesh Ghubade's J.P. Morgan Experience May 2006 - August 2008
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America December 2013 - Present
Morgan Stanley August 2012 - December 2013
Barclays Capital August 2008 - August 2012
JP Morgan May 2006 - August 2008
Skills
Microsoft SQL Server, .NET, C#, Options, Requirements Analysis, Software Project..., Fixed Income, Derivatives, Trading Systems, Investment Banking, SDLC, Project Management, ETL
Education
Temple University 2001 — 2003
MS, Computer Science
University of Mumbai
Bank of America December 2013 - Present
Morgan Stanley August 2012 - December 2013
Barclays Capital August 2008 - August 2012
JP Morgan May 2006 - August 2008
Skills
Microsoft SQL Server, .NET, C#, Options, Requirements Analysis, Software Project..., Fixed Income, Derivatives, Trading Systems, Investment Banking, SDLC, Project Management, ETL
Education
Temple University 2001 — 2003
MS, Computer Science
University of Mumbai
Guoping Han's J.P. Morgan Experience 2006 - 2009
Job Financial Services Technology
Industry Investment Banking
Experience
Nomura 2009 - Present
JP Morgan 2006 - 2009
Lehman Brothers 2005 - 2006
Computer Associates 2002 - 2005
Nortel Networks 2000 - 2002
Skills
Multi-core C++..., Low-latency algorithmic..., Derivatives pricing,..., Fixed-income analytics, C++ Network programming, Market Data, Low Latency, Fixed Income, Sybase, Trading Systems, Derivatives, Equity Derivatives, SDLC, Financial Risk..., C++, Electronic Trading, Equity Trading, Equities
Education
State University of New York at Stony Brook 1994 — 2000
Chinese Academy of Sciences 1991 — 1994
Nomura 2009 - Present
JP Morgan 2006 - 2009
Lehman Brothers 2005 - 2006
Computer Associates 2002 - 2005
Nortel Networks 2000 - 2002
Skills
Multi-core C++..., Low-latency algorithmic..., Derivatives pricing,..., Fixed-income analytics, C++ Network programming, Market Data, Low Latency, Fixed Income, Sybase, Trading Systems, Derivatives, Equity Derivatives, SDLC, Financial Risk..., C++, Electronic Trading, Equity Trading, Equities
Education
State University of New York at Stony Brook 1994 — 2000
Chinese Academy of Sciences 1991 — 1994
Ellen Reichling's J.P. Morgan Experience December 1994 - April 1996
Job Secretary to Principal of Academic Center at Lehigh Career & Technical Institute
Industry Education Management
Experience
Lehigh Career & Technical Institute October 2012 - Present
JP Morgan December 1994 - April 1996
Mendes & Mount November 1991 - December 1994
Skills
solid computer skills, type 65 wpm, shorthand, dictaphone, Shorthand, Dictaphone, Office Equipment
Education
Berkeley, NY, NY 1990 — 1991
Diploma, Executive Secretarial
Suffolk County Community College
Liberal Arts
Lehigh Career & Technical Institute October 2012 - Present
JP Morgan December 1994 - April 1996
Mendes & Mount November 1991 - December 1994
Skills
solid computer skills, type 65 wpm, shorthand, dictaphone, Shorthand, Dictaphone, Office Equipment
Education
Berkeley, NY, NY 1990 — 1991
Diploma, Executive Secretarial
Suffolk County Community College
Liberal Arts
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.