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
Rafael Burde Rafael Burde's J.P. Morgan Experience July 2008 - September 2009
Job Director of Ecommerce at PAX Labs
Industry Public Policy
Experience
PAX Labs, Inc. October 2014 - Present
Stanford University September 2012 - June 2014
National Planning Commission (Ministry of the Presidency) June 2013 - August 2013
PwC Consulting June 2012 - July 2012
PwC Consulting November 2010 - June 2012
Diamond Management & Technology Consultants October 2009 - November 2010
JP Morgan July 2008 - September 2009
Decorum Capital Partners May 2007 - July 2007
National Securities May 2006 - July 2006
Merrill Lynch May 2005 - July 2005
Skills
Business Intelligence, Portfolio Management, Social Media, Market Analysis, Public Policy, Policy Analysis, Photography, Program Management, Business Development, Economics, Management, Visual Thinking, Emotional Intelligence, Speech Writing, Health Care Reform, Regulatory Analysis, Governance, Management Consulting, Leadership, Policy, Data Analysis, Strategic Negotiations, Strategy, Consulting, Start-ups
Education
Stanford University 2012 — 2014
Master's degree, International Policy Studies
University of Pennsylvania 2004 — 2008
BA, Politics, Philosophy & Economics
The University of Edinburgh 2006 — 2006
BA, Economics
University of the Witwatersrand 2004 — 2004
BComm
PAX Labs, Inc. October 2014 - Present
Stanford University September 2012 - June 2014
National Planning Commission (Ministry of the Presidency) June 2013 - August 2013
PwC Consulting June 2012 - July 2012
PwC Consulting November 2010 - June 2012
Diamond Management & Technology Consultants October 2009 - November 2010
JP Morgan July 2008 - September 2009
Decorum Capital Partners May 2007 - July 2007
National Securities May 2006 - July 2006
Merrill Lynch May 2005 - July 2005
Skills
Business Intelligence, Portfolio Management, Social Media, Market Analysis, Public Policy, Policy Analysis, Photography, Program Management, Business Development, Economics, Management, Visual Thinking, Emotional Intelligence, Speech Writing, Health Care Reform, Regulatory Analysis, Governance, Management Consulting, Leadership, Policy, Data Analysis, Strategic Negotiations, Strategy, Consulting, Start-ups
Education
Stanford University 2012 — 2014
Master's degree, International Policy Studies
University of Pennsylvania 2004 — 2008
BA, Politics, Philosophy & Economics
The University of Edinburgh 2006 — 2006
BA, Economics
University of the Witwatersrand 2004 — 2004
BComm
Jonathan Vargo Jonathan Vargo's J.P. Morgan Experience September 2008 - February 2013
Job Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2012 - Present
JP Morgan September 2008 - February 2013
Skills
Bloomberg, Mutual Funds, Financial Reporting, Financial Analysis, Equities, Fund Accounting, Securities, Fixed Income, Investments, Accounting
Education
The University of Texas at Arlington 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Fidelity Investments July 2012 - Present
JP Morgan September 2008 - February 2013
Skills
Bloomberg, Mutual Funds, Financial Reporting, Financial Analysis, Equities, Fund Accounting, Securities, Fixed Income, Investments, Accounting
Education
The University of Texas at Arlington 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Robert Traband Jr Robert Traband Jr's J.P. Morgan Experience Head of Credit Risk Management for North American Oil & Gas$
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan Head of Credit Risk Management for North American Oil & Gas$
Skills
Credit Risk, Capital Markets, Financial Structuring, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Derivatives, Equities, Private Equity, Structured Finance, Fixed Income, Portfolio Management, Leveraged Finance, Hedge Funds
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1993
MBA, Finance
The University of Texas at Austin 1985 — 1990
BA, English
JP Morgan Head of Credit Risk Management for North American Oil & Gas$
Skills
Credit Risk, Capital Markets, Financial Structuring, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Derivatives, Equities, Private Equity, Structured Finance, Fixed Income, Portfolio Management, Leveraged Finance, Hedge Funds
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1993
MBA, Finance
The University of Texas at Austin 1985 — 1990
BA, English
Brian Reynolds's J.P. Morgan Experience January 2010 - June 2012
Job Associate at Aurora Capital Group
Industry Venture Capital & Private Equity
Experience
Aurora Capital Group July 2012 - Present
JP Morgan January 2010 - June 2012
Lazard June 2009 - December 2009
Dimensional Fund Advisors June 2008 - August 2008
Bear Stearns July 2007 - August 2007
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking, Finance, Strategy, Portfolio Management, LBO, Restructuring, DCF, Analysis, Management, Financial Modeling
Education
University of Kansas 2004 — 2009
Finance, Communication Studies, 4.0
Aurora Capital Group July 2012 - Present
JP Morgan January 2010 - June 2012
Lazard June 2009 - December 2009
Dimensional Fund Advisors June 2008 - August 2008
Bear Stearns July 2007 - August 2007
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking, Finance, Strategy, Portfolio Management, LBO, Restructuring, DCF, Analysis, Management, Financial Modeling
Education
University of Kansas 2004 — 2009
Finance, Communication Studies, 4.0
Ramesh Rajagopal Ramesh Rajagopal's J.P. Morgan Experience 1993 - 1997
Job CoFounder & President | Authentic8 Inc.
Industry Computer Software
Experience
Authentic8 September 2009 - Present
Google September 2007 - February 2008
Postini January 2005 - February 2008
Microsoft July 2000 - January 2005
JP Morgan 1993 - 1997
Skills
SaaS, Product Management, Corporate Development, Raising Venture Capital, Strategic Partnerships, Business Development, Venture Capital, Strategic Planning, Cloud Computing, Enterprise Software, Start-ups, Go-to-market Strategy, Product Marketing, Lead Generation, Channel Partners
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance, Strategy
University of Cambridge 1990 — 1993
MA Hons., Economics
Authentic8 September 2009 - Present
Google September 2007 - February 2008
Postini January 2005 - February 2008
Microsoft July 2000 - January 2005
JP Morgan 1993 - 1997
Skills
SaaS, Product Management, Corporate Development, Raising Venture Capital, Strategic Partnerships, Business Development, Venture Capital, Strategic Planning, Cloud Computing, Enterprise Software, Start-ups, Go-to-market Strategy, Product Marketing, Lead Generation, Channel Partners
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance, Strategy
University of Cambridge 1990 — 1993
MA Hons., Economics
Eric Crowley Eric Crowley's J.P. Morgan Experience June 2007 - August 2007
Job GE Capital
Industry Venture Capital & Private Equity
Experience
GE Capital June 2014 - Present
Sterling Partners May 2013 - June 2014
Spartan College of Aeronautics & Technology May 2013 - June 2014
Lazard Middle Market August 2008 - May 2013
JP Morgan June 2007 - August 2007
Cintas July 2004 - July 2006
Skills
Financial Analysis, Financial Modeling, Banking, Business Strategy, Critical Thinking, Accounting, Business Valuation, Writing, Strategy, Mergers & Acquisitions, Corporate Finance, Private Equity, Start-ups, Valuation, Strategic Partnerships, Entrepreneurship, Management, Finance, Due Diligence
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Accounting, Finance
Xavier University 2000 — 2004
BSBA, Management, International Business
GE Capital June 2014 - Present
Sterling Partners May 2013 - June 2014
Spartan College of Aeronautics & Technology May 2013 - June 2014
Lazard Middle Market August 2008 - May 2013
JP Morgan June 2007 - August 2007
Cintas July 2004 - July 2006
Skills
Financial Analysis, Financial Modeling, Banking, Business Strategy, Critical Thinking, Accounting, Business Valuation, Writing, Strategy, Mergers & Acquisitions, Corporate Finance, Private Equity, Start-ups, Valuation, Strategic Partnerships, Entrepreneurship, Management, Finance, Due Diligence
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Accounting, Finance
Xavier University 2000 — 2004
BSBA, Management, International Business
Brady Rodgers Brady Rodgers's J.P. Morgan Experience November 2010 - April 2013
Job President at Focus Oil Company
Industry Oil & Energy
Experience
Focus Oil Company June 2013 - Present
GulfSlope Energy "GSPE" May 2013 - Present
JP Morgan November 2010 - April 2013
Independent Oil and Gas E&P Company May 2008 - November 2010
Endeavour International Corporation 2005 - May 2008
Devon Energy 2001 - 2005
Skills
Natural Gas, Petroleum, Gas, Upstream, Petroleum Engineering, Reserves, Reservoir Engineering, Energy, Energy Industry, Oil/Gas, Field Development, Aries, Drilling, Reservoir Management, Reservoir Simulation, Valuation, Business Development, Project Finance, Oil & Gas Industry, Financial Modeling, Mergers & Acquisitions
Education
University of Colorado Denver 2009 — 2010
MS, Global Energy Management (GEM)
The University of Kansas 1997 — 2001
BS Engineering, Petroleum Engineering
Focus Oil Company June 2013 - Present
GulfSlope Energy "GSPE" May 2013 - Present
JP Morgan November 2010 - April 2013
Independent Oil and Gas E&P Company May 2008 - November 2010
Endeavour International Corporation 2005 - May 2008
Devon Energy 2001 - 2005
Skills
Natural Gas, Petroleum, Gas, Upstream, Petroleum Engineering, Reserves, Reservoir Engineering, Energy, Energy Industry, Oil/Gas, Field Development, Aries, Drilling, Reservoir Management, Reservoir Simulation, Valuation, Business Development, Project Finance, Oil & Gas Industry, Financial Modeling, Mergers & Acquisitions
Education
University of Colorado Denver 2009 — 2010
MS, Global Energy Management (GEM)
The University of Kansas 1997 — 2001
BS Engineering, Petroleum Engineering
Chris Selden's J.P. Morgan Experience January 2000 - January 2001
Job Director, Corporate Development and Planning at Funding Circle USA
Industry Financial Services
Experience
Funding Circle USA April 2015 - Present
Funding Circle USA August 2013 - April 2015
Value Retail December 2008 - September 2013
Hines August 2007 - June 2008
New Energy Capital June 2006 - August 2006
TA Associates February 2001 - December 2004
JP Morgan January 2000 - January 2001
J.P. Morgan 1997 - 2000
Skills
Leadership Development, Alternative Investments, Valuation, Financial Modeling, Due Diligence, Private Equity, Investment Banking, Strategy, Mergers, Financial Analysis, Business Strategy, Asset Managment, Corporate Finance, Venture Capital, Strategic Planning, Start-ups, Emerging Markets, Mergers & Acquisitions, Management, Negotiation, Business Development, Entrepreneurship, Analysis, Leadership, Finance, Investments, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
Masters of Business Administration
Williams College 1993 — 1997
BA
St. Paul's 1990 — 1993
High School
Funding Circle USA April 2015 - Present
Funding Circle USA August 2013 - April 2015
Value Retail December 2008 - September 2013
Hines August 2007 - June 2008
New Energy Capital June 2006 - August 2006
TA Associates February 2001 - December 2004
JP Morgan January 2000 - January 2001
J.P. Morgan 1997 - 2000
Skills
Leadership Development, Alternative Investments, Valuation, Financial Modeling, Due Diligence, Private Equity, Investment Banking, Strategy, Mergers, Financial Analysis, Business Strategy, Asset Managment, Corporate Finance, Venture Capital, Strategic Planning, Start-ups, Emerging Markets, Mergers & Acquisitions, Management, Negotiation, Business Development, Entrepreneurship, Analysis, Leadership, Finance, Investments, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
Masters of Business Administration
Williams College 1993 — 1997
BA
St. Paul's 1990 — 1993
High School
Peter Callister Peter Callister's J.P. Morgan Experience January 2008 - March 2008
Job Managing Director at Datastorm LLC
Industry Retail
Experience
Datastorm LLC February 2015 - Present
Webhelp UK May 2014 - December 2014
Amazon.co.uk January 2013 - May 2014
Amazon.co.uk August 2011 - January 2013
Markit August 2008 - September 2010
Royal Bank of Scotland Group March 2008 - August 2008
JP Morgan January 2008 - March 2008
Corporate Executive Board November 2006 - January 2008
Skills
Data Analysis, Business Analysis, Business Strategy, Analysis, CRM, Strategy, Customer Service, Operations Management, Management, Quality Assurance, Program Management, Training, Analytics, Process Improvement, Databases, Access, PRINCE2
Education
University of Edinburgh Business School 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 2:1
The University of Edinburgh 2002 — 2006
2:1, MA Economics (Hons)
Datastorm LLC February 2015 - Present
Webhelp UK May 2014 - December 2014
Amazon.co.uk January 2013 - May 2014
Amazon.co.uk August 2011 - January 2013
Markit August 2008 - September 2010
Royal Bank of Scotland Group March 2008 - August 2008
JP Morgan January 2008 - March 2008
Corporate Executive Board November 2006 - January 2008
Skills
Data Analysis, Business Analysis, Business Strategy, Analysis, CRM, Strategy, Customer Service, Operations Management, Management, Quality Assurance, Program Management, Training, Analytics, Process Improvement, Databases, Access, PRINCE2
Education
University of Edinburgh Business School 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 2:1
The University of Edinburgh 2002 — 2006
2:1, MA Economics (Hons)
Michael W O'Connor's J.P. Morgan Experience 2001 - 2007
Job Director Credit and Risk Management Urban Partnership Bank
Industry Commercial Real Estate
Experience
Urban Partnership Bank 2011 - Present
Dexia - RECM 2007 - 2011
JP Morgan 2001 - 2007
Skills
Underwriting, Portfolio Management, Asset Management, Due Diligence, Securitization, Debt, Capital Markets, Credit, Risk, Risk Management, Financial Analysis, Real Estate, Financial Risk, Banking, Loan Origination, Commercial Mortgages, Credit Analysis, Commercial Lending, Commercial Real Estate, Commercial Banking
Education
The University of Chicago Booth School of Business 1996 — 1999
MBA, Finance, Economics, Strategic Management
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
B.S., Finance
Urban Partnership Bank 2011 - Present
Dexia - RECM 2007 - 2011
JP Morgan 2001 - 2007
Skills
Underwriting, Portfolio Management, Asset Management, Due Diligence, Securitization, Debt, Capital Markets, Credit, Risk, Risk Management, Financial Analysis, Real Estate, Financial Risk, Banking, Loan Origination, Commercial Mortgages, Credit Analysis, Commercial Lending, Commercial Real Estate, Commercial Banking
Education
The University of Chicago Booth School of Business 1996 — 1999
MBA, Finance, Economics, Strategic Management
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
B.S., Finance
Martin McCluskey Martin McCluskey's J.P. Morgan Experience January 2009 - Present
Job Project Manager at JPMorgan
Industry Investment Banking
Experience
J.P. Morgan January 2009 - Present
J.P. Morgan January 2006 - December 2008
J.P. Morgan March 2004 - December 2005
JP Morgan January 2002 - March 2004
Skills
Equities, Derivatives, Operations, Middle Office, Fixed Income, Regulatory Requirements, Clearing, Electronic Trading, Trading Systems, Murex, Interest Rate..., Credit Derivatives, FX Options, Prime Brokerage, Equity Derivatives, Swaps, Investment Banking, Hedge Funds, Capital Markets
Education
The University of Edinburgh 1997 — 2001
Bachelor of Commerce (B.Com.), Business and Accounting
J.P. Morgan January 2009 - Present
J.P. Morgan January 2006 - December 2008
J.P. Morgan March 2004 - December 2005
JP Morgan January 2002 - March 2004
Skills
Equities, Derivatives, Operations, Middle Office, Fixed Income, Regulatory Requirements, Clearing, Electronic Trading, Trading Systems, Murex, Interest Rate..., Credit Derivatives, FX Options, Prime Brokerage, Equity Derivatives, Swaps, Investment Banking, Hedge Funds, Capital Markets
Education
The University of Edinburgh 1997 — 2001
Bachelor of Commerce (B.Com.), Business and Accounting
Elizabeth Ann (Ullenbruch) Colón's J.P. Morgan Experience August 2010 - August 2011
Job Vice President, Private Wealth Management
Industry Banking
Experience
SunTrust Bank January 2012 - Present
Huntington National Bank May 2011 - December 2011
JP Morgan August 2010 - August 2011
Huntington National Bank August 2009 - November 2010
The Huntington National Bank July 2007 - August 2009
ITT Technical Institute May 2005 - July 2007
Skills
Risk Analytics, Financial Analysis, Portfolio Management, Code of Federal..., Market Risk, Financial Risk, Credit, Wealth Management, Commercial Banking, Business Banking, Underwriting, CRM, Commercial Lending, Small Business Lending, Banking, Loans, Customer Service, Loan Origination, Customer Relations, Credit Analysis, Risk Management, Credit Risk
Education
The Ohio State University 1999 — 2003
B.A., Political Science
Huron High School 1996 — 1999
SunTrust Bank January 2012 - Present
Huntington National Bank May 2011 - December 2011
JP Morgan August 2010 - August 2011
Huntington National Bank August 2009 - November 2010
The Huntington National Bank July 2007 - August 2009
ITT Technical Institute May 2005 - July 2007
Skills
Risk Analytics, Financial Analysis, Portfolio Management, Code of Federal..., Market Risk, Financial Risk, Credit, Wealth Management, Commercial Banking, Business Banking, Underwriting, CRM, Commercial Lending, Small Business Lending, Banking, Loans, Customer Service, Loan Origination, Customer Relations, Credit Analysis, Risk Management, Credit Risk
Education
The Ohio State University 1999 — 2003
B.A., Political Science
Huron High School 1996 — 1999
Chris Roehm Chris Roehm's J.P. Morgan Experience 1996 - 2001
Job Managing Director at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. December 2008 - Present
Lehman Brothers 2001 - 2008
JP Morgan 1996 - 2001
Heller Financial 1993 - 1995
Ernst & Young 1991 - 1992
Education
University of Chicago Graduate School of Business 1995 — 1996
Master of Business Administration (MBA), Finance and Economics
University of Michigan 1987 — 1991
BBA, Accounting and Finance
Saline High School
Greenhill & Co. December 2008 - Present
Lehman Brothers 2001 - 2008
JP Morgan 1996 - 2001
Heller Financial 1993 - 1995
Ernst & Young 1991 - 1992
Education
University of Chicago Graduate School of Business 1995 — 1996
Master of Business Administration (MBA), Finance and Economics
University of Michigan 1987 — 1991
BBA, Accounting and Finance
Saline High School
Josh Jordan Josh Jordan's J.P. Morgan Experience December 2003 - May 2009
Job Sr. Mortgage Banker NMLS# 462357
Industry Financial Services
Experience
Colonial Savings May 2009 - Present
JP Morgan December 2003 - May 2009
Skills
Condominium Financing, Financial Analysis, Vacation Homes, Mortgage Banking, Contract Management, FHA, Construction Loans, Residential Mortgages, First Time Home Buyers, Refinance, Mortgage Lending, Loan Origination, Real Estate Economics, Jumbo Mortgage, Team Management, Credit Analysis, Business Development, Business Analysis, Condos, Sellers, Investments, Real Estate, Banking, Finance, Mortgage Marketing, Loan Servicing, VA loans, FHA financing, USDA, Real Estate Financing, Mortgage Underwriting, Loans, Investment Properties, Government Loans, Credit, Certified Mortgage...
Education
University of Kansas 1997 — 2001
Universidad de Santiago de Compostela 2000 — 2000
Universidade Federal do Espírito Santo 1999 — 2000
Colonial Savings May 2009 - Present
JP Morgan December 2003 - May 2009
Skills
Condominium Financing, Financial Analysis, Vacation Homes, Mortgage Banking, Contract Management, FHA, Construction Loans, Residential Mortgages, First Time Home Buyers, Refinance, Mortgage Lending, Loan Origination, Real Estate Economics, Jumbo Mortgage, Team Management, Credit Analysis, Business Development, Business Analysis, Condos, Sellers, Investments, Real Estate, Banking, Finance, Mortgage Marketing, Loan Servicing, VA loans, FHA financing, USDA, Real Estate Financing, Mortgage Underwriting, Loans, Investment Properties, Government Loans, Credit, Certified Mortgage...
Education
University of Kansas 1997 — 2001
Universidad de Santiago de Compostela 2000 — 2000
Universidade Federal do Espírito Santo 1999 — 2000
Ignacio Ponce de Leon's J.P. Morgan Experience March 1992 - November 2004
Job Chief Operating Officer at Clean Coal Technologies, Inc.
Industry Financial Services
Experience
Clean Coal Technologies, Inc. 2010 - Present
Capital Advisory Partners March 2005 - 2008
JP Morgan March 1992 - November 2004
Credit Suisse First Boston 1992 - 1995
Bankers Trust Company 1987 - 1992
Skills
Mergers, Venture Capital, Private Equity, Investments, Equities, Fixed Income, Debt, Investment Banking, Capital Markets, Corporate Finance, Securities, Valuation, Alternative Investments, Mergers & Acquisitions, Derivatives, Business Strategy, Structured Finance, Hedge Funds, Asset Management, Corporate Development, Structured Products, Financial Structuring, IPO, Emerging Markets, Due Diligence, Investment Management, Portfolio Management, Bloomberg, Joint Ventures, Leveraged Finance, Equity Research, Bonds, M&A experience, Investor Relations, FX Options, Trading, Credit Derivatives, Financial Markets, Commodity, Project Finance, Options, Financial Modeling, Restructuring, Finance, Swaps, Financial Services, Interest Rate..., Equity Valuation, Treasury Management, Latin America
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1979
MALD, Economics and law
London School of Economics and Political Science
BSc. (Econ), History
Clean Coal Technologies, Inc. 2010 - Present
Capital Advisory Partners March 2005 - 2008
JP Morgan March 1992 - November 2004
Credit Suisse First Boston 1992 - 1995
Bankers Trust Company 1987 - 1992
Skills
Mergers, Venture Capital, Private Equity, Investments, Equities, Fixed Income, Debt, Investment Banking, Capital Markets, Corporate Finance, Securities, Valuation, Alternative Investments, Mergers & Acquisitions, Derivatives, Business Strategy, Structured Finance, Hedge Funds, Asset Management, Corporate Development, Structured Products, Financial Structuring, IPO, Emerging Markets, Due Diligence, Investment Management, Portfolio Management, Bloomberg, Joint Ventures, Leveraged Finance, Equity Research, Bonds, M&A experience, Investor Relations, FX Options, Trading, Credit Derivatives, Financial Markets, Commodity, Project Finance, Options, Financial Modeling, Restructuring, Finance, Swaps, Financial Services, Interest Rate..., Equity Valuation, Treasury Management, Latin America
Education
Tufts University - The Fletcher School of Law and Diplomacy 1976 — 1979
MALD, Economics and law
London School of Economics and Political Science
BSc. (Econ), History
Julie L. Poorman, MBA, CBP's J.P. Morgan Experience September 2010 - September 2013
Job Director of Qualified Plans at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2013 - Present
JP Morgan September 2010 - September 2013
Hostess Brands March 2008 - October 2010
Ferrellgas 2005 - 2008 October 2005 - March 2008
FBD, Inc October 2002 - October 2005
Security Benefit Group January 2000 - October 2002
Skills
Employee Benefits, Human Resources, Retirement Planning, HRIS, PeopleSoft, Accounting, Finance, 401k, Deferred Compensation, Benefits Administration, Customer Service, Valuation, Software Documentation, Contract Management, Profit, Process Engineering, Auditing, Process Improvement, Management, Business Process..., Mutual Funds, Change Management, FMLA, Investments, ADP Payroll, Executive Management, SAP, Risk Management, Series 6, Succession Planning, Series 63, Onboarding, Financial Analysis, Asset Managment, Relationship Management, Defined Benefit, Financial Services, Retirement, Securities, Qualified Retirement..., Life & Health Insurance...
Education
Washburn University 1998 — 1999
MBA, Business Administration
University of Kansas 1994 — 1998
Bachelors of Science, Business Administration
Liberty High School
Northwestern Mutual September 2013 - Present
JP Morgan September 2010 - September 2013
Hostess Brands March 2008 - October 2010
Ferrellgas 2005 - 2008 October 2005 - March 2008
FBD, Inc October 2002 - October 2005
Security Benefit Group January 2000 - October 2002
Skills
Employee Benefits, Human Resources, Retirement Planning, HRIS, PeopleSoft, Accounting, Finance, 401k, Deferred Compensation, Benefits Administration, Customer Service, Valuation, Software Documentation, Contract Management, Profit, Process Engineering, Auditing, Process Improvement, Management, Business Process..., Mutual Funds, Change Management, FMLA, Investments, ADP Payroll, Executive Management, SAP, Risk Management, Series 6, Succession Planning, Series 63, Onboarding, Financial Analysis, Asset Managment, Relationship Management, Defined Benefit, Financial Services, Retirement, Securities, Qualified Retirement..., Life & Health Insurance...
Education
Washburn University 1998 — 1999
MBA, Business Administration
University of Kansas 1994 — 1998
Bachelors of Science, Business Administration
Liberty High School
Kevin Perotti's J.P. Morgan Experience November 2002 - November 2007
Job Internal Client Advisor at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Asset Management November 2007 - Present
JP Morgan November 2002 - November 2007
Skills
Series 7, Asset Management, Securities, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Equities, Investments, Wealth Management, Hedge Funds, Fixed Income
Education
The Ohio State University 1987 — 1993
J.P. Morgan Asset Management November 2007 - Present
JP Morgan November 2002 - November 2007
Skills
Series 7, Asset Management, Securities, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Equities, Investments, Wealth Management, Hedge Funds, Fixed Income
Education
The Ohio State University 1987 — 1993
Sandra Jo La Vigne Sandra Jo La Vigne's J.P. Morgan Experience September 2011 - Present
Job Vice President
Industry Information Technology and Services
Experience
J.P. Morgan September 2011 - Present
J.P. Morgan December 2010 - September 2011
JP Morgan November 2007 - December 2010
Accenture Technology Solutions January 2007 - November 2007
Golden Rule Software April 2003 - December 2006
Skills
SQL, Incident Management, SDLC, Business Analysis, Databases, Requirements Analysis, Software Project..., Microsoft SQL Server, Disaster Recovery, Investment Banking, .NET, Process Improvement, Management, C#, Software Development, Training, IT Management, Quality Assurance, Vendor Management, IT Strategy, Agile Methodologies, Banking, Business Intelligence, Business Process..., Change Management, Enterprise Architecture, Data Warehousing, Financial Services, Governance, IT Operations, IT Service Management, ITIL, Integration, Oracle, PMO, Program Management, Project Management, Risk Management, SOA, XML, Web Services, Visual Basic, SharePoint, Solution Architecture, Team Management, Testing, UML, Visio, VB.NET, Unix
Education
The University of Texas at Arlington 1996 — 2002
Bachelor of Science (BS), Information Systems
J.P. Morgan September 2011 - Present
J.P. Morgan December 2010 - September 2011
JP Morgan November 2007 - December 2010
Accenture Technology Solutions January 2007 - November 2007
Golden Rule Software April 2003 - December 2006
Skills
SQL, Incident Management, SDLC, Business Analysis, Databases, Requirements Analysis, Software Project..., Microsoft SQL Server, Disaster Recovery, Investment Banking, .NET, Process Improvement, Management, C#, Software Development, Training, IT Management, Quality Assurance, Vendor Management, IT Strategy, Agile Methodologies, Banking, Business Intelligence, Business Process..., Change Management, Enterprise Architecture, Data Warehousing, Financial Services, Governance, IT Operations, IT Service Management, ITIL, Integration, Oracle, PMO, Program Management, Project Management, Risk Management, SOA, XML, Web Services, Visual Basic, SharePoint, Solution Architecture, Team Management, Testing, UML, Visio, VB.NET, Unix
Education
The University of Texas at Arlington 1996 — 2002
Bachelor of Science (BS), Information Systems
Robert Bloss (PMP, CSM) Robert Bloss (PMP, CSM)'s J.P. Morgan Experience April 1993 - December 1998
Job Technical Delivery Manager (Contractor) at Bank of America
Industry Information Technology and Services
Experience
Bank of America November 2010 - Present
LT Court Tech LLC October 2005 - August 2010
Bank of America (MBNA America) January 1999 - April 2005
JP Morgan April 1993 - December 1998
LabWare LTD July 1988 - February 1993
Education
The University of Akron 1973 — 1978
BS, Chemical Engineering
Bank of America November 2010 - Present
LT Court Tech LLC October 2005 - August 2010
Bank of America (MBNA America) January 1999 - April 2005
JP Morgan April 1993 - December 1998
LabWare LTD July 1988 - February 1993
Education
The University of Akron 1973 — 1978
BS, Chemical Engineering
Ross Hamilton Ross Hamilton's J.P. Morgan Experience August 1993 - April 2000
Job Chief Administrative Officer at Lab49
Industry Information Technology and Services
Experience
Lab49 February 2014 - Present
Lab49 January 2013 - February 2014
Lab49, Inc. June 2009 - December 2012
Lab49 May 2006 - June 2009
Finetix LLC August 2003 - May 2006
Cairn Consulting Group April 2002 - August 2003
Mobilocity May 2000 - April 2002
JP Morgan August 1993 - April 2000
Rolls-Royce plc August 1989 - May 1993
Skills
Program Management, Agile Project Management, Capital Markets, Project Management, Risk Management, IT Management, Trading Systems, Scrum, IT Strategy, Business Analysis, FX Derivatives, Financial Services, Resource Management, Agile Methodologies, SDLC, Trading, Analytics, Mobile Devices, Project Portfolio..., Start-ups, E-commerce, Management, Product Management, Equities, Integration, Project Delivery, Strategy
Education
University Of Glasgow 1989 — 1993
B.Eng (First Class Honours), Aerospace Engineering
Lab49 February 2014 - Present
Lab49 January 2013 - February 2014
Lab49, Inc. June 2009 - December 2012
Lab49 May 2006 - June 2009
Finetix LLC August 2003 - May 2006
Cairn Consulting Group April 2002 - August 2003
Mobilocity May 2000 - April 2002
JP Morgan August 1993 - April 2000
Rolls-Royce plc August 1989 - May 1993
Skills
Program Management, Agile Project Management, Capital Markets, Project Management, Risk Management, IT Management, Trading Systems, Scrum, IT Strategy, Business Analysis, FX Derivatives, Financial Services, Resource Management, Agile Methodologies, SDLC, Trading, Analytics, Mobile Devices, Project Portfolio..., Start-ups, E-commerce, Management, Product Management, Equities, Integration, Project Delivery, Strategy
Education
University Of Glasgow 1989 — 1993
B.Eng (First Class Honours), Aerospace Engineering
John Gaffney's J.P. Morgan Experience 1996 - 1998
Job
Industry Management Consulting
Experience
Renaissance Strategic Advisors June 2010 - Present
SAIC September 2002 - June 2010
Ceon 2000 - 2001
SAIC 1998 - 2000
JP Morgan 1996 - 1998
Skills
Mergers, Venture Capital, Business Strategy, Defense, Aerospace, Integration, Analysis, Mergers & Acquisitions, Government Contracting, Risk Management, Start-ups, Management, Strategic Partnerships, Corporate Development, Leadership, Strategy, Financial Analysis, Business Development, Executive Management, Valuation, Proposal Writing, Government, Program Management, Corporate Finance, Finance, Competitive Analysis, Strategic Planning
Education
The Johns Hopkins University 1993 — 1995
M.A., International Economics/Finance, European Studies
Université libre de Bruxelles 1984 — 1985
Certificate of European Studies, Fulbright Fellowship -- EU Law and Economics
Tufts University 1980 — 1984
B.A., International Relations, French
Wilson High School
Renaissance Strategic Advisors June 2010 - Present
SAIC September 2002 - June 2010
Ceon 2000 - 2001
SAIC 1998 - 2000
JP Morgan 1996 - 1998
Skills
Mergers, Venture Capital, Business Strategy, Defense, Aerospace, Integration, Analysis, Mergers & Acquisitions, Government Contracting, Risk Management, Start-ups, Management, Strategic Partnerships, Corporate Development, Leadership, Strategy, Financial Analysis, Business Development, Executive Management, Valuation, Proposal Writing, Government, Program Management, Corporate Finance, Finance, Competitive Analysis, Strategic Planning
Education
The Johns Hopkins University 1993 — 1995
M.A., International Economics/Finance, European Studies
Université libre de Bruxelles 1984 — 1985
Certificate of European Studies, Fulbright Fellowship -- EU Law and Economics
Tufts University 1980 — 1984
B.A., International Relations, French
Wilson High School
David Eckerly's J.P. Morgan Experience August 1999 - August 2001
Job Group Vice President at Fisher Investments
Industry Investment Management
Experience
Fisher Investments January 2011 - Present
Fisher Investments July 2008 - December 2010
Fisher Investments January 2008 - July 2008
Fisher Investments March 2005 - January 2008
Fisher Investments August 2003 - March 2005
UBS June 2002 - August 2002
JP Morgan August 1999 - August 2001
Robertson, Stephens August 1998 - August 1999
Skills
Corporate Communications, Digital Strategy, Digital Marketing, Public Relations, Content Development, Web Content, Editing, Writing, Portfolio Management, Asset Allocation, Sales Management, Direct Sales, Fundamental Analysis, Equity Research, Equity Trading, Fixed Income Analysis, Public Speaking, Training Delivery, Training Course..., Economics, Capital Markets, Relationship Management, Financial Modeling, Investment Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Michigan 1994 — 1998
BBA, Finance
Northville High School 1990 — 1994
Diploma, N/A
Fisher Investments January 2011 - Present
Fisher Investments July 2008 - December 2010
Fisher Investments January 2008 - July 2008
Fisher Investments March 2005 - January 2008
Fisher Investments August 2003 - March 2005
UBS June 2002 - August 2002
JP Morgan August 1999 - August 2001
Robertson, Stephens August 1998 - August 1999
Skills
Corporate Communications, Digital Strategy, Digital Marketing, Public Relations, Content Development, Web Content, Editing, Writing, Portfolio Management, Asset Allocation, Sales Management, Direct Sales, Fundamental Analysis, Equity Research, Equity Trading, Fixed Income Analysis, Public Speaking, Training Delivery, Training Course..., Economics, Capital Markets, Relationship Management, Financial Modeling, Investment Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Michigan 1994 — 1998
BBA, Finance
Northville High School 1990 — 1994
Diploma, N/A
Bradley Albrecht, CFA Bradley Albrecht, CFA's J.P. Morgan Experience 2006 - 2009
Job Vice President at Gore Creek Asset Management
Industry Investment Management
Experience
Gore Creek Asset Management November 2009 - Present
JP Morgan 2006 - 2009
Banc of America Securities 2005 - 2006
Skills
Investment Management, Asset Management, Portfolio Management, Due Diligence, Alternative Investments, Asset Allocation, Portfolio Optimization, Portfolio Strategy
Education
The University of Chicago Booth School of Business 2011 — 2014
MBA
The University of Chicago 2002 — 2005
A.B., Economics
University of Wisconsin-Madison 2001 — 2002
Gore Creek Asset Management November 2009 - Present
JP Morgan 2006 - 2009
Banc of America Securities 2005 - 2006
Skills
Investment Management, Asset Management, Portfolio Management, Due Diligence, Alternative Investments, Asset Allocation, Portfolio Optimization, Portfolio Strategy
Education
The University of Chicago Booth School of Business 2011 — 2014
MBA
The University of Chicago 2002 — 2005
A.B., Economics
University of Wisconsin-Madison 2001 — 2002
Ben Laidler Ben Laidler's J.P. Morgan Experience 2007 - 2012
Job Global Equity Strategist & Head of Americas Research at HSBC
Industry Investment Banking
Experience
HSBC 2012 - Present
JP Morgan 2007 - 2012
UBS Investment Bank 2000 - 2007
Rothschild Asset Management 1994 - 2000
Skills
Equities, Capital Markets, Strategy, Emerging Markets, Fixed Income, Hedge Funds, Investment Banking, Valuation, Private Equity, Derivatives, Financial Modeling
Education
Gordonstoun
The London School of Economics and Political Science (LSE)
University of Cambridge
HSBC 2012 - Present
JP Morgan 2007 - 2012
UBS Investment Bank 2000 - 2007
Rothschild Asset Management 1994 - 2000
Skills
Equities, Capital Markets, Strategy, Emerging Markets, Fixed Income, Hedge Funds, Investment Banking, Valuation, Private Equity, Derivatives, Financial Modeling
Education
Gordonstoun
The London School of Economics and Political Science (LSE)
University of Cambridge
Faisal Chughtai Faisal Chughtai's J.P. Morgan Experience April 2011 - August 2014
Job SVP, International Expansion at Web.com
Industry Internet
Experience
Web.com August 2014 - Present
JP Morgan April 2011 - August 2014
RBC Capital Markets August 2003 - April 2011
Cap Gemini Ernst & Young January 1999 - August 2001
Skills
Investment Banking, Mergers & Acquisitions, IPOs, Private Equity, Venture Capital, Private Placements, Corporate Finance, Debt, Leveraged Finance, Due Diligence, Financial Modeling, Corporate Development, Mergers, Valuation, Financial Structuring, Capital Markets, Start-ups, Fixed Income, Financial Analysis, M&A experience, Hedge Funds, Equities, Strategy, IPO, Entrepreneurship, LBO, Emerging Markets, Bloomberg, Investments, Business Valuation, Equity Research, Portfolio Management, Alternative Investments, Investor Relations, Asset Management, Restructuring, Structured Finance
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
The University of Texas at Austin 1991 — 1995
BS., Mathematics
KGS
Web.com August 2014 - Present
JP Morgan April 2011 - August 2014
RBC Capital Markets August 2003 - April 2011
Cap Gemini Ernst & Young January 1999 - August 2001
Skills
Investment Banking, Mergers & Acquisitions, IPOs, Private Equity, Venture Capital, Private Placements, Corporate Finance, Debt, Leveraged Finance, Due Diligence, Financial Modeling, Corporate Development, Mergers, Valuation, Financial Structuring, Capital Markets, Start-ups, Fixed Income, Financial Analysis, M&A experience, Hedge Funds, Equities, Strategy, IPO, Entrepreneurship, LBO, Emerging Markets, Bloomberg, Investments, Business Valuation, Equity Research, Portfolio Management, Alternative Investments, Investor Relations, Asset Management, Restructuring, Structured Finance
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance
The University of Texas at Austin 1991 — 1995
BS., Mathematics
KGS
Alison Hefele Bonney Alison Hefele Bonney's J.P. Morgan Experience September 2009 - July 2010
Job
Industry Investment Management
Experience
Northern Trust November 2010 - Present
JP Morgan September 2009 - July 2010
Hirtle, Callaghan & Co. May 2000 - June 2009
Security Capital Group January 1995 - January 2000
Prudential Insurance Company January 1990 - December 1994
McKinsey & Co. September 1985 - December 1990
Skills
Endowments, Portfolio Management, Asset Managment, Investments, Private Equity, Financial Analysis, Financial Modeling, Alternative Investments, Asset Allocation, Hedge Funds, Equities, Fixed Income, Asset Management, Risk Management, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
M.B.A.
Wellesley College 1977 — 1981
B.A.
Northern Trust November 2010 - Present
JP Morgan September 2009 - July 2010
Hirtle, Callaghan & Co. May 2000 - June 2009
Security Capital Group January 1995 - January 2000
Prudential Insurance Company January 1990 - December 1994
McKinsey & Co. September 1985 - December 1990
Skills
Endowments, Portfolio Management, Asset Managment, Investments, Private Equity, Financial Analysis, Financial Modeling, Alternative Investments, Asset Allocation, Hedge Funds, Equities, Fixed Income, Asset Management, Risk Management, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1983 — 1985
M.B.A.
Wellesley College 1977 — 1981
B.A.
Steve Hook's J.P. Morgan Experience March 2004 - November 2009
Job Managing Director at Credit Suisse
Industry Banking
Experience
Credit Suisse October 2010 - Present
createthe group llc July 2003 - Present
JP Morgan March 2004 - November 2009
Merrill Lynch August 1996 - February 2004
Bankers Trust July 1989 - July 1996
K3 Group September 1986 - June 1989
Skills
Derivatives, Equity Derivatives, Equities, Risk Management, Risk, Trading Systems, Capital Markets, Financial Markets, Options, Electronic Trading, Equity Trading, Securities, Market Making, Business Strategy, Vendor Management, Interest Rate..., Trading
Education
The University of Hull 1983 — 1986
BSc, Electronic Engineering
Credit Suisse October 2010 - Present
createthe group llc July 2003 - Present
JP Morgan March 2004 - November 2009
Merrill Lynch August 1996 - February 2004
Bankers Trust July 1989 - July 1996
K3 Group September 1986 - June 1989
Skills
Derivatives, Equity Derivatives, Equities, Risk Management, Risk, Trading Systems, Capital Markets, Financial Markets, Options, Electronic Trading, Equity Trading, Securities, Market Making, Business Strategy, Vendor Management, Interest Rate..., Trading
Education
The University of Hull 1983 — 1986
BSc, Electronic Engineering
Kate Stern-Jones Kate Stern-Jones's J.P. Morgan Experience February 2011 - September 2011
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorganChase 1997 - Present
JPMorgan Chase December 1994 - Present
JPMorgan 1990 - Present
JPMC 2001 - 2012
JP Morgan February 2011 - September 2011
Skills
Treasury Services, Banking, Risk Management, FX Options, Cash Management, Credit Risk, Treasury Management, Financial Services, Operational Risk, Payments, Relationship Management, Financial Risk, Vendor Management, Business Analysis
Education
The University of Glasgow 1990 — 1994
Master of Arts (M.A.), Economic History
St. Margaret's School 1978 — 1989
JPMorganChase 1997 - Present
JPMorgan Chase December 1994 - Present
JPMorgan 1990 - Present
JPMC 2001 - 2012
JP Morgan February 2011 - September 2011
Skills
Treasury Services, Banking, Risk Management, FX Options, Cash Management, Credit Risk, Treasury Management, Financial Services, Operational Risk, Payments, Relationship Management, Financial Risk, Vendor Management, Business Analysis
Education
The University of Glasgow 1990 — 1994
Master of Arts (M.A.), Economic History
St. Margaret's School 1978 — 1989
Keith Jimenez's J.P. Morgan Experience September 2006 - May 2009
Job Management Consultant (Manager) at PwC
Industry Management Consulting
Experience
PricewaterhouseCoopers 2010 - Present
ACCION USA June 2009 - September 2010
JP Morgan September 2006 - May 2009
Skills
Management Consulting, Digital Media, Business Strategy, Entrepreneurship, Management, Financial Analysis, Strategic Planning, Business Analysis, Process Design, Marketing, Mergers & Acquisitions, Finance, Mobile Marketing, User Experience Design, Data Analysis, Financial Technology
Education
The University of Connecticut School of Business 2002 — 2006
Bachelor of Arts, Finance, Economics
PricewaterhouseCoopers 2010 - Present
ACCION USA June 2009 - September 2010
JP Morgan September 2006 - May 2009
Skills
Management Consulting, Digital Media, Business Strategy, Entrepreneurship, Management, Financial Analysis, Strategic Planning, Business Analysis, Process Design, Marketing, Mergers & Acquisitions, Finance, Mobile Marketing, User Experience Design, Data Analysis, Financial Technology
Education
The University of Connecticut School of Business 2002 — 2006
Bachelor of Arts, Finance, Economics
Desiree Dancy's J.P. Morgan Experience 1994 - 1997
Job Senior Director of Diversity and Inclusion at TIAACREF
Industry Human Resources
Experience
TIAA-CREF February 2014 - Present
The New York Times Company October 2006 - September 2013
Credit Suisse 2002 - 2006
Goldman Sachs 1999 - 2002
SG Cowen Securities Corporation 1998 - 1999
Solomon Smith Barney 1997 - 1998
JP Morgan 1994 - 1997
Skills
Employee Engagement, Talent Management, Employee Relations, Talent Acquisition, Succession Planning, Human Resources, Onboarding, Performance Management, Internal Communications, Employee Benefits, Recruiting, Organizational..., Leadership Development, PeopleSoft, Personnel Management, HRIS, Deferred Compensation, College Recruiting, Interviews, Leadership
Education
The New School
Master of Science (MS), Human Resources Management & Development
TIAA-CREF February 2014 - Present
The New York Times Company October 2006 - September 2013
Credit Suisse 2002 - 2006
Goldman Sachs 1999 - 2002
SG Cowen Securities Corporation 1998 - 1999
Solomon Smith Barney 1997 - 1998
JP Morgan 1994 - 1997
Skills
Employee Engagement, Talent Management, Employee Relations, Talent Acquisition, Succession Planning, Human Resources, Onboarding, Performance Management, Internal Communications, Employee Benefits, Recruiting, Organizational..., Leadership Development, PeopleSoft, Personnel Management, HRIS, Deferred Compensation, College Recruiting, Interviews, Leadership
Education
The New School
Master of Science (MS), Human Resources Management & Development
John Works's J.P. Morgan Experience 1996 - 1997
Job Principal & Senior Transaction Advisor, Power Africa at Nexant
Industry Oil & Energy
Experience
Engility Corporation 2013 - 2014
Nexant 2012 - 2013
U.S. Department of Energy 2010 - 2011
Rancher Energy Corp. 2006 - 2009
American International Depository & Trust, LLC 2005 - 2006
Emerging Markets Finance International, LLC 2002 - 2005
Shell Capital 2001 - 2002
The Rompetrol Group 1999 - 2001
ABN AMRO 1997 - 1999
JP Morgan 1996 - 1997
Skills
Capital, Debt, Project Finance, Renewable Energy, Funding, Loans, Banking, Investments, Structuring, Mergers, Emerging Markets, Joint Ventures, Private Equity, Due Diligence, Strategy, Financial Structuring, Energy, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Portfolio Management, Valuation, Strategic Financial..., Venture Capital, Business Development, Petroleum, Biofuels, Start-ups, Business Planning, Risk Management, Investment Banking, Natural Gas, Finance, Solar Energy, Structured Finance, Economics, Corporate Governance, Energy Industry, International Business, Corporate Development, Equities, Trading, Financial Analysis, Asset Management, Commodity, Wind, Leadership, Proposal Writing, Management, Cleantech
Education
Institut d'Etudes Politiques de Paris
Certificat d'Etudes Politiques, avec mention assez bien, International Economics
Universite de Paris-IV (Sorbonne)
Certificat de Langue Francaise, Degré Supérieur, avec mention assez bien, Advanced French
University of Denver College of Law
J.D., International Law
University of Kansas
B.A., Political Science, with honors
Engility Corporation 2013 - 2014
Nexant 2012 - 2013
U.S. Department of Energy 2010 - 2011
Rancher Energy Corp. 2006 - 2009
American International Depository & Trust, LLC 2005 - 2006
Emerging Markets Finance International, LLC 2002 - 2005
Shell Capital 2001 - 2002
The Rompetrol Group 1999 - 2001
ABN AMRO 1997 - 1999
JP Morgan 1996 - 1997
Skills
Capital, Debt, Project Finance, Renewable Energy, Funding, Loans, Banking, Investments, Structuring, Mergers, Emerging Markets, Joint Ventures, Private Equity, Due Diligence, Strategy, Financial Structuring, Energy, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Portfolio Management, Valuation, Strategic Financial..., Venture Capital, Business Development, Petroleum, Biofuels, Start-ups, Business Planning, Risk Management, Investment Banking, Natural Gas, Finance, Solar Energy, Structured Finance, Economics, Corporate Governance, Energy Industry, International Business, Corporate Development, Equities, Trading, Financial Analysis, Asset Management, Commodity, Wind, Leadership, Proposal Writing, Management, Cleantech
Education
Institut d'Etudes Politiques de Paris
Certificat d'Etudes Politiques, avec mention assez bien, International Economics
Universite de Paris-IV (Sorbonne)
Certificat de Langue Francaise, Degré Supérieur, avec mention assez bien, Advanced French
University of Denver College of Law
J.D., International Law
University of Kansas
B.A., Political Science, with honors
Kerri Belscher Kerri Belscher's J.P. Morgan Experience August 2006 - February 2011
Job Talent Acquisition Consultant (accepting invitations at Kerri.Belscher@philips.com)
Industry Medical Devices
Experience
Philips January 2011 - Present
JP Morgan August 2006 - February 2011
CVS Pharmacy November 2005 - August 2006
Hertz Corporation December 2002 - September 2005
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Applicant Tracking..., Sourcing, College Recruiting, Human Resources, Internet Recruiting, Recruitment Advertising, Personnel Management, Temporary Placement, Time Management, Interviews, New Business Development, Strategy, Onboarding, Talent Management, Start-ups, Screening, Executive Search, Leadership, Process Improvement, Vendor Management, Management, Training, CRM, Contract Recruitment
Education
The Ohio State University 1995 — 1999
Bachelor of Science (BS), Fashion Mercha
Philips January 2011 - Present
JP Morgan August 2006 - February 2011
CVS Pharmacy November 2005 - August 2006
Hertz Corporation December 2002 - September 2005
Skills
Talent Acquisition, Recruiting, Technical Recruiting, Applicant Tracking..., Sourcing, College Recruiting, Human Resources, Internet Recruiting, Recruitment Advertising, Personnel Management, Temporary Placement, Time Management, Interviews, New Business Development, Strategy, Onboarding, Talent Management, Start-ups, Screening, Executive Search, Leadership, Process Improvement, Vendor Management, Management, Training, CRM, Contract Recruitment
Education
The Ohio State University 1995 — 1999
Bachelor of Science (BS), Fashion Mercha
Susanne Gealy Susanne Gealy's J.P. Morgan Experience 1996 - 1998
Job Portfolio Manager at Teacher Retirement System of Texas
Industry Investment Management
Experience
Teacher Retirement System of Texas 2008 - Present
Investcorp 2007 - 2008
Lazard Asset Management 2001 - 2007
Banc of America Securities 1998 - 2000
JP Morgan 1996 - 1998
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1989 — 1990
MS, Engineering
The University of Texas at Austin
BS, Engineering
American School in London
Teacher Retirement System of Texas 2008 - Present
Investcorp 2007 - 2008
Lazard Asset Management 2001 - 2007
Banc of America Securities 1998 - 2000
JP Morgan 1996 - 1998
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1989 — 1990
MS, Engineering
The University of Texas at Austin
BS, Engineering
American School in London
Karen Nowak Karen Nowak's J.P. Morgan Experience 1990 - 1995
Job
Industry Information Technology and Services
Experience
Aetna 2012 - 2014
Brooksource 2011 - 2012
Scottsdale Leadership August 2010 - May 2011
Navigator Management Partners 2009 - 2011
Capgemini January 2009 - June 2009
Prudential Financial 2007 - 2009
Nationwide Insurance March 1999 - December 2007
OCLC 1995 - 1999
JP Morgan 1990 - 1995
Skills
Program Management, PMP, SDLC, Project Management, Cross-functional Team..., PMO, Leadership, Project Portfolio..., Consulting, Team Leadership, Business Development, Process Improvement, Management, Business Process..., Requirements Analysis, Analysis, IT Strategy, Business Analysis, CRM, Strategy, IT Management, Six Sigma, Project Delivery, Vendor Management, Information Technology
Education
The George Washington University - School of Business 2001 — 2002
Masters, Project Management
University of Toledo 1978 — 1986
BBA, Business, Management Information Systems
Central Catholic High School 1973 — 1977
Scottsdale Leadership
Aetna 2012 - 2014
Brooksource 2011 - 2012
Scottsdale Leadership August 2010 - May 2011
Navigator Management Partners 2009 - 2011
Capgemini January 2009 - June 2009
Prudential Financial 2007 - 2009
Nationwide Insurance March 1999 - December 2007
OCLC 1995 - 1999
JP Morgan 1990 - 1995
Skills
Program Management, PMP, SDLC, Project Management, Cross-functional Team..., PMO, Leadership, Project Portfolio..., Consulting, Team Leadership, Business Development, Process Improvement, Management, Business Process..., Requirements Analysis, Analysis, IT Strategy, Business Analysis, CRM, Strategy, IT Management, Six Sigma, Project Delivery, Vendor Management, Information Technology
Education
The George Washington University - School of Business 2001 — 2002
Masters, Project Management
University of Toledo 1978 — 1986
BBA, Business, Management Information Systems
Central Catholic High School 1973 — 1977
Scottsdale Leadership
Penny Deming, PMP Penny Deming, PMP's J.P. Morgan Experience August 1985 - August 1993
Job Account Startup Executive Strategist at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard 2014 - Present
Hewlett-Packard March 2010 - April 2014
Hewlett-Packard August 1999 - February 2010
MPD Associates, Inc. 1997 - 1999
Time Inc. 1994 - 1997
Lehman Brothers 1993 - 1994
JP Morgan August 1985 - August 1993
Skills
PMP, Start-ups, Outsourcing, Program Management, Process Improvement, Team Leadership, Strategic Planning, Planning, Integration, Account Management, Coaching, Team Building, Risk Management, IT Management, Mentoring, Vendor Management, Cross-functional Team..., Project Planning, PMO, IT Outsourcing, Service Delivery, Business Analysis, Change Management, IT Service Management, IT Strategy, Strategy, Business Process...
Education
The George Washington University
Masters, Program Management
University of Virginia
BS Commerce McIntire School of Commerce, Management Information Systems and Marketing
Hewlett-Packard 2014 - Present
Hewlett-Packard March 2010 - April 2014
Hewlett-Packard August 1999 - February 2010
MPD Associates, Inc. 1997 - 1999
Time Inc. 1994 - 1997
Lehman Brothers 1993 - 1994
JP Morgan August 1985 - August 1993
Skills
PMP, Start-ups, Outsourcing, Program Management, Process Improvement, Team Leadership, Strategic Planning, Planning, Integration, Account Management, Coaching, Team Building, Risk Management, IT Management, Mentoring, Vendor Management, Cross-functional Team..., Project Planning, PMO, IT Outsourcing, Service Delivery, Business Analysis, Change Management, IT Service Management, IT Strategy, Strategy, Business Process...
Education
The George Washington University
Masters, Program Management
University of Virginia
BS Commerce McIntire School of Commerce, Management Information Systems and Marketing
Donn Hess's J.P. Morgan Experience 2003 - 2007
Job Senior Vice President, Marketing and Communications at Lockton Retirement Services
Industry Financial Services
Experience
Lockton Retirement Services May 2015 - Present
EMPOWER Retirement, formerly J.P. Morgan Retirement Plan Services February 2010 - April 2015
Fidelity Investments May 2007 - January 2010
JP Morgan 2003 - 2007
American Century Investments/JP Morgan 1992 - 2007
Education
The University of Kansas 1986 — 1992
Sumner Academy 1980 — 1986
Lockton Retirement Services May 2015 - Present
EMPOWER Retirement, formerly J.P. Morgan Retirement Plan Services February 2010 - April 2015
Fidelity Investments May 2007 - January 2010
JP Morgan 2003 - 2007
American Century Investments/JP Morgan 1992 - 2007
Education
The University of Kansas 1986 — 1992
Sumner Academy 1980 — 1986
Jeff Kilinski Jeff Kilinski's J.P. Morgan Experience 1993 - 2002
Job Financial Services | Business Development | Strategic Selling| Relationship Building | Product Development
Industry Financial Services
Experience
Nadex 2014 - 2015
Wells Fargo Securities 2013 - 2014
CME Group 2005 - 2013
Lehman Brothers 2002 - 2005
JP Morgan 1993 - 2002
United States Air Force 1982 - 1986
Skills
Options, Derivatives, Fixed Income, Hedge Funds, Trading, Trading Systems, Electronic Trading, Financial Markets, Risk Management, Interest Rate..., Investments, Hedging, Swaps, Business Development, Sales, Relationship Building
Education
The University of Chicago - Booth School of Business
MBA, Finance and Policy, Dean's List
University of Notre Dame
BS, Aerospace Engineering
Nadex 2014 - 2015
Wells Fargo Securities 2013 - 2014
CME Group 2005 - 2013
Lehman Brothers 2002 - 2005
JP Morgan 1993 - 2002
United States Air Force 1982 - 1986
Skills
Options, Derivatives, Fixed Income, Hedge Funds, Trading, Trading Systems, Electronic Trading, Financial Markets, Risk Management, Interest Rate..., Investments, Hedging, Swaps, Business Development, Sales, Relationship Building
Education
The University of Chicago - Booth School of Business
MBA, Finance and Policy, Dean's List
University of Notre Dame
BS, Aerospace Engineering
Kirk Isenhour's J.P. Morgan Experience November 1999 - July 2004
Job VP & Director of Marketing & Development at The Kansas City CARE Clinic
Industry Nonprofit Organization Management
Experience
The Kansas City CARE Clinic September 2011 - Present
J.P. Morgan Retirement Plan Services January 1993 - September 2011
JP Morgan November 1999 - July 2004
American Century Investments January 1993 - October 1999
Education
The University of Kansas 1987 — 1992
The Kansas City CARE Clinic September 2011 - Present
J.P. Morgan Retirement Plan Services January 1993 - September 2011
JP Morgan November 1999 - July 2004
American Century Investments January 1993 - October 1999
Education
The University of Kansas 1987 — 1992
Terry Haas Terry Haas's J.P. Morgan Experience August 2010 - Present
Job Executive Director at JP Morgan
Industry Banking
Experience
JP Morgan August 2010 - Present
Atrium Health Group 2008 - 2009
UBS Investment Bank 2006 - 2008
Blackheath Financial 2003 - 2006
Sterling Equities 2001 - 2003
Prudential Securities August 2000 - December 2000
McDonald Investments 1996 - 2000
Education
The University of Akron 1987 — 1992
BSBA, Finance
JP Morgan August 2010 - Present
Atrium Health Group 2008 - 2009
UBS Investment Bank 2006 - 2008
Blackheath Financial 2003 - 2006
Sterling Equities 2001 - 2003
Prudential Securities August 2000 - December 2000
McDonald Investments 1996 - 2000
Education
The University of Akron 1987 — 1992
BSBA, Finance
Michael Castor's J.P. Morgan Experience 2000 - 2001
Job Portfolio Manager/Managing Director, Sio Capital Management
Industry Financial Services
Experience
Sio Capital Management LLC March 2006 - Present
AllianceBernstein 2001 - 2006
JP Morgan 2000 - 2001
Skills
Hedge Funds, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Finance, Capital Markets, Investment Banking, Bloomberg, Equity Research, Equities, Valuation
Education
The Ohio State University College of Medicine 1993 — 1997
MD, Medcine
Tulane University 1989 — 1993
BSE, Biomedical Engineering
Sio Capital Management LLC March 2006 - Present
AllianceBernstein 2001 - 2006
JP Morgan 2000 - 2001
Skills
Hedge Funds, Investments, Financial Analysis, Financial Modeling, Portfolio Management, Finance, Capital Markets, Investment Banking, Bloomberg, Equity Research, Equities, Valuation
Education
The Ohio State University College of Medicine 1993 — 1997
MD, Medcine
Tulane University 1989 — 1993
BSE, Biomedical Engineering
Abe Berete's J.P. Morgan Experience August 2013 - July 2015
Job Alternative Investments Product Manager at OppenheimerFunds & Entrepreneur
Industry Investment Management
Experience
OppenheimerFunds August 2015 - Present
Grouture January 2012 - Present
J.P. Morgan August 2013 - July 2015
JP Morgan July 2011 - August 2013
SunTrust Bank August 2010 - June 2011
Suntrust May 2010 - August 2010
Cox Communications January 2009 - August 2009
FBR Capital Markets June 2008 - August 2008
Skills
Company Valuation, Mezzanine, Private Equity, Long/Short Equity, Event Driven, Hedge Funds, Commercial Real Estate..., Leveraged Finance, Project Management, Six Sigma, Quality Assurance, Project Planning, Alternative Investments, Financial Modeling, Investments, Emerging Markets, Strategy, Banking, Asset Management, Risk Management, Portfolio Management, Bloomberg, Valuation, Business Process, Analysis, Derivatives, Management, Telecommunications
Education
The University of Georgia 2006 — 2010
Management Information Systems
Paramus Catholic High School 2002 — 2006
OppenheimerFunds August 2015 - Present
Grouture January 2012 - Present
J.P. Morgan August 2013 - July 2015
JP Morgan July 2011 - August 2013
SunTrust Bank August 2010 - June 2011
Suntrust May 2010 - August 2010
Cox Communications January 2009 - August 2009
FBR Capital Markets June 2008 - August 2008
Skills
Company Valuation, Mezzanine, Private Equity, Long/Short Equity, Event Driven, Hedge Funds, Commercial Real Estate..., Leveraged Finance, Project Management, Six Sigma, Quality Assurance, Project Planning, Alternative Investments, Financial Modeling, Investments, Emerging Markets, Strategy, Banking, Asset Management, Risk Management, Portfolio Management, Bloomberg, Valuation, Business Process, Analysis, Derivatives, Management, Telecommunications
Education
The University of Georgia 2006 — 2010
Management Information Systems
Paramus Catholic High School 2002 — 2006
Gina Cocking Gina Cocking's J.P. Morgan Experience 1997 - 1999
Job Managing Director at Colonnade Advisors LLC
Industry Financial Services
Experience
Colonnade Advisors LLC May 2014 - Present
Discover Financial Services May 2011 - April 2014
Healthcare Laundry Systems LLC July 2009 - May 2011
Cobalt Finance LLC July 2003 - June 2009
Colonnade Advisors LLC June 1999 - June 2003
JP Morgan 1997 - 1999
JP Morgan June 1996 - June 1997
Madison Dearborn Partners June 1994 - July 1995
Kidder, Peabody & Co. June 1992 - June 1994
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Mergers, Mergers & Acquisitions, Investment Banking, Strategic Financial..., Financial Services, Business Strategy, Due Diligence, Corporate Development, Risk Management, Financial Analysis, Portfolio Management, Capital Markets, Investments
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA)
The University of Chicago 1988 — 1992
AB, Economics
Colonnade Advisors LLC May 2014 - Present
Discover Financial Services May 2011 - April 2014
Healthcare Laundry Systems LLC July 2009 - May 2011
Cobalt Finance LLC July 2003 - June 2009
Colonnade Advisors LLC June 1999 - June 2003
JP Morgan 1997 - 1999
JP Morgan June 1996 - June 1997
Madison Dearborn Partners June 1994 - July 1995
Kidder, Peabody & Co. June 1992 - June 1994
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Mergers, Mergers & Acquisitions, Investment Banking, Strategic Financial..., Financial Services, Business Strategy, Due Diligence, Corporate Development, Risk Management, Financial Analysis, Portfolio Management, Capital Markets, Investments
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA)
The University of Chicago 1988 — 1992
AB, Economics
Jilani Syed Jilani Syed's J.P. Morgan Experience March 2007 - November 2007
Job Senior Manager at Accenture Interactive
Industry Information Technology and Services
Experience
Accenture Interactive July 2013 - Present
Acquity Group January 2012 - June 2013
Fry November 2007 - December 2012
JP Morgan March 2007 - November 2007
Cerner Corporation September 2005 - March 2007
The Ohio State University September 2004 - September 2005
Lucent Technologies June 2004 - September 2004
The Ohio State University January 2003 - June 2004
IBM June 2002 - December 2002
Skills
Ant, Databases
Education
The Ohio State University 1999 — 2005
Master’s Degree
Accenture Interactive July 2013 - Present
Acquity Group January 2012 - June 2013
Fry November 2007 - December 2012
JP Morgan March 2007 - November 2007
Cerner Corporation September 2005 - March 2007
The Ohio State University September 2004 - September 2005
Lucent Technologies June 2004 - September 2004
The Ohio State University January 2003 - June 2004
IBM June 2002 - December 2002
Skills
Ant, Databases
Education
The Ohio State University 1999 — 2005
Master’s Degree
Jessica Duggan Jessica Duggan's J.P. Morgan Experience September 2007 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan September 2007 - Present
Ernst & Young August 2005 - September 2007
Skills
Sybase, SQL, Unix, VBA, Java, SAS, HTML/XML, CSS, ORC
Education
The University of Edinburgh 2004 — 2005
MSc, Science and Technology Studies
University of Sussex 2001 — 2004
BSc, Computer Science
JP Morgan September 2007 - Present
Ernst & Young August 2005 - September 2007
Skills
Sybase, SQL, Unix, VBA, Java, SAS, HTML/XML, CSS, ORC
Education
The University of Edinburgh 2004 — 2005
MSc, Science and Technology Studies
University of Sussex 2001 — 2004
BSc, Computer Science
Patrick G. Mahoney Patrick G. Mahoney's J.P. Morgan Experience 2009 - Present
Job Managing Director, JP Morgan
Industry Investment Management
Experience
JP Morgan 2009 - Present
RBC Capital Markets 1997 - 2009
Skills
Equities, Capital Markets, Investments, Financial Modeling, Valuation
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
University of Minnesota-Twin Cities 1986 — 1990
BA
JP Morgan 2009 - Present
RBC Capital Markets 1997 - 2009
Skills
Equities, Capital Markets, Investments, Financial Modeling, Valuation
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
University of Minnesota-Twin Cities 1986 — 1990
BA
Harriet Kulmala's J.P. Morgan Experience May 2001 - February 2005
Job Senior Human Resources Business Partner at CIBC
Industry Human Resources
Experience
CIBC August 2014 - Present
BNY Mellon November 2013 - April 2014
Itau-Unibanco March 2010 - March 2013
Safra National Bank of New York September 2009 - January 2010
Morgan Stanley Investment Management August 2008 - February 2009
Starr Companies July 2007 - May 2008
Goldman Sachs June 2006 - June 2007
Bank Leumi February 2005 - June 2006
JP Morgan May 2001 - February 2005
American Express - Tax & Business Services Inc September 1998 - April 2001
Skills
Recruiting, Talent Management, Talent Acquisition, Performance Management, Employee Relations, Deferred Compensation, Onboarding, Human Resources, Succession Planning, Employee Benefits, Organizational..., HR Consulting, HRIS, Workforce Planning, HR Policies, Change Management, PeopleSoft, Employee Engagement, Technical Recruiting, Taleo, Management, Executive Search, Interviews, Personnel Management, Benefits Administration, Career Development
Education
The New School
Bachelor's, Psychology
CIBC August 2014 - Present
BNY Mellon November 2013 - April 2014
Itau-Unibanco March 2010 - March 2013
Safra National Bank of New York September 2009 - January 2010
Morgan Stanley Investment Management August 2008 - February 2009
Starr Companies July 2007 - May 2008
Goldman Sachs June 2006 - June 2007
Bank Leumi February 2005 - June 2006
JP Morgan May 2001 - February 2005
American Express - Tax & Business Services Inc September 1998 - April 2001
Skills
Recruiting, Talent Management, Talent Acquisition, Performance Management, Employee Relations, Deferred Compensation, Onboarding, Human Resources, Succession Planning, Employee Benefits, Organizational..., HR Consulting, HRIS, Workforce Planning, HR Policies, Change Management, PeopleSoft, Employee Engagement, Technical Recruiting, Taleo, Management, Executive Search, Interviews, Personnel Management, Benefits Administration, Career Development
Education
The New School
Bachelor's, Psychology
Karl Hadley's J.P. Morgan Experience December 2010 - November 2013
Job Director of Operations
Industry Information Technology and Services
Experience
Extreme Scale Solutions May 2015 - Present
Bridgewater Associates November 2013 - April 2015
J.P. Morgan December 2010 - November 2013
JP Morgan March 2007 - December 2010
J.P. Morgan July 2006 - March 2007
AMR Corp. September 2004 - November 2005
Skills
Strategic Planning, Organizational..., Organizational..., Leading Organizational..., Product Management, Product Development, Program Management, Project Management, Process Engineering, Business Process..., Process Improvement, Process Management, Simulations, Supply Chain Management, Continuous Improvement, Lean Management, Lean Software..., Agile & Waterfall..., Bloomberg, Microsoft Excel, Financial Analysis, Change Management, Risk Management
Education
The Ohio State University 2002 — 2006
BA, Economics
University of Cincinnati College Conservatory of Music 2001 — 2002
Sound Engineering
Extreme Scale Solutions May 2015 - Present
Bridgewater Associates November 2013 - April 2015
J.P. Morgan December 2010 - November 2013
JP Morgan March 2007 - December 2010
J.P. Morgan July 2006 - March 2007
AMR Corp. September 2004 - November 2005
Skills
Strategic Planning, Organizational..., Organizational..., Leading Organizational..., Product Management, Product Development, Program Management, Project Management, Process Engineering, Business Process..., Process Improvement, Process Management, Simulations, Supply Chain Management, Continuous Improvement, Lean Management, Lean Software..., Agile & Waterfall..., Bloomberg, Microsoft Excel, Financial Analysis, Change Management, Risk Management
Education
The Ohio State University 2002 — 2006
BA, Economics
University of Cincinnati College Conservatory of Music 2001 — 2002
Sound Engineering
David Geifman's J.P. Morgan Experience August 2002 - 2009
Job Senior Vice President at GCM Grosvenor
Industry Investment Management
Experience
GCM Grosvenor October 2011 - Present
Geifman/First Equity Companies December 1989 - Present
Highpoint Realty Capital, LLC March 2011 - October 2011
Federal Reserve Bank of Chicago November 2009 - September 2011
my own company April 2009 - November 2009
JPMorgan April 2007 - April 2009
JP Morgan August 2002 - 2009
JPMorgan June 2000 - April 2007
Bank One 2000 - 2004
The First National Bank of Chicago June 1989 - April 2000
Skills
Derivatives, Portfolio Management
Education
The University of Chicago Booth School of Business 1993 — 1996
MBA, Finance / Statistics
University of Illinois at Urbana-Champaign 1985 — 1989
BA, Finance, Political Science
GCM Grosvenor October 2011 - Present
Geifman/First Equity Companies December 1989 - Present
Highpoint Realty Capital, LLC March 2011 - October 2011
Federal Reserve Bank of Chicago November 2009 - September 2011
my own company April 2009 - November 2009
JPMorgan April 2007 - April 2009
JP Morgan August 2002 - 2009
JPMorgan June 2000 - April 2007
Bank One 2000 - 2004
The First National Bank of Chicago June 1989 - April 2000
Skills
Derivatives, Portfolio Management
Education
The University of Chicago Booth School of Business 1993 — 1996
MBA, Finance / Statistics
University of Illinois at Urbana-Champaign 1985 — 1989
BA, Finance, Political Science
Ruiying Snowy Ding, CFA Ruiying Snowy Ding, CFA's J.P. Morgan Experience June 2007 - September 2007
Job Senior Private Client Advisor at East West Bank
Industry Banking
Experience
East West Bank September 2015 - Present
HSBC Private Bank August 2013 - August 2015
HSBC Private Bank April 2011 - July 2013
HSBC Private Bank August 2009 - March 2011
HSBC Private Bank July 2008 - September 2008
JP Morgan June 2007 - September 2007
Skills
Investments, Wealth Management, Investment Strategies, Private Banking, Asset Management, Asset Allocation, Capital Markets, Financial Advisory, Financial Markets, Banking, Investment Advisory, Wealth Management..., Investment Management
Education
The London School of Economics and Political Science (LSE) 2008 — 2009
MSc, Law and Accounting
University of Cambridge 2005 — 2008
BA (Hons), Land Economy (Economics, Law, Environment)
Vienna International School 1999 — 2005
International Baccalaureate
East West Bank September 2015 - Present
HSBC Private Bank August 2013 - August 2015
HSBC Private Bank April 2011 - July 2013
HSBC Private Bank August 2009 - March 2011
HSBC Private Bank July 2008 - September 2008
JP Morgan June 2007 - September 2007
Skills
Investments, Wealth Management, Investment Strategies, Private Banking, Asset Management, Asset Allocation, Capital Markets, Financial Advisory, Financial Markets, Banking, Investment Advisory, Wealth Management..., Investment Management
Education
The London School of Economics and Political Science (LSE) 2008 — 2009
MSc, Law and Accounting
University of Cambridge 2005 — 2008
BA (Hons), Land Economy (Economics, Law, Environment)
Vienna International School 1999 — 2005
International Baccalaureate
Michael Davis CPA, CFA Michael Davis CPA, CFA's J.P. Morgan Experience March 2002 - December 2004
Job Managing Partner at iZi Ventures
Industry Investment Management
Experience
IZI Ventures August 2014 - August 2015
Behringer 2012 - August 2014
Gorelick Brothers Capital February 2008 - June 2012
National City Bank January 2005 - December 2007
JP Morgan March 2002 - December 2004
Deerfield Capital Management March 2000 - March 2002
PPM America March 1996 - March 2000
Duff & Phelps August 1993 - March 1996
Cohen Financial August 1992 - August 1993
Ernst & Young (Kenneth Leventhal & Co) August 1989 - August 1992
Skills
Private Equity, MBS, Hedge Funds, CMBS, Residential Mortgages, Fund Of Funds, Alternative Investments, Asset Management, Investments, Portfolio Management, Investor Relations, Asset Allocation, Commercial Real Estate, International Shipping, Bonds, Credit, Trading, Derivatives, Loans, Venture Capital, Equities, Investment Management, Securitization, Hedging, Wealth Management, Real Estate, Capital Markets, Mergers & Acquisitions, Fixed Income, Mutual Funds, Investment Strategies, Asset Managment, ABS, Funding, Credit Risk, Bloomberg, Valuation, Financial Modeling, Due Diligence, Restructuring
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Business Econimics
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Accounting and Real Estate
IZI Ventures August 2014 - August 2015
Behringer 2012 - August 2014
Gorelick Brothers Capital February 2008 - June 2012
National City Bank January 2005 - December 2007
JP Morgan March 2002 - December 2004
Deerfield Capital Management March 2000 - March 2002
PPM America March 1996 - March 2000
Duff & Phelps August 1993 - March 1996
Cohen Financial August 1992 - August 1993
Ernst & Young (Kenneth Leventhal & Co) August 1989 - August 1992
Skills
Private Equity, MBS, Hedge Funds, CMBS, Residential Mortgages, Fund Of Funds, Alternative Investments, Asset Management, Investments, Portfolio Management, Investor Relations, Asset Allocation, Commercial Real Estate, International Shipping, Bonds, Credit, Trading, Derivatives, Loans, Venture Capital, Equities, Investment Management, Securitization, Hedging, Wealth Management, Real Estate, Capital Markets, Mergers & Acquisitions, Fixed Income, Mutual Funds, Investment Strategies, Asset Managment, ABS, Funding, Credit Risk, Bloomberg, Valuation, Financial Modeling, Due Diligence, Restructuring
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Business Econimics
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Accounting and Real Estate
Clark Spurrier Clark Spurrier's J.P. Morgan Experience 1992 - 1998
Job Founder & CEO at Spurrier Capital Partners
Industry Investment Banking
Experience
Spurrier Capital Partners 2009 - Present
Spurrier Capital Partners 2009 - Present
CIBC World Markets/Oppenheimer 2005 - 2008
Thomas Weisel Partners 2001 - 2004
Morgan Stanley 1998 - 2001
JP Morgan 1992 - 1998
US Army 1984 - 1989
Skills
Venture Capital, Investment Banking, Mergers, Private Equity, Corporate Development, Valuation, Corporate Finance, Financial Modeling, LBO, M&A experience, Equities, IPO, Private Placements, Capital Raising, Capital Markets
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, General Management and Finance
United States Military Academy at West Point 1980 — 1984
BS, General Management and Engineering
Spurrier Capital Partners 2009 - Present
Spurrier Capital Partners 2009 - Present
CIBC World Markets/Oppenheimer 2005 - 2008
Thomas Weisel Partners 2001 - 2004
Morgan Stanley 1998 - 2001
JP Morgan 1992 - 1998
US Army 1984 - 1989
Skills
Venture Capital, Investment Banking, Mergers, Private Equity, Corporate Development, Valuation, Corporate Finance, Financial Modeling, LBO, M&A experience, Equities, IPO, Private Placements, Capital Raising, Capital Markets
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, General Management and Finance
United States Military Academy at West Point 1980 — 1984
BS, General Management and Engineering
Dennis Onabajo's J.P. Morgan Experience January 2008 - September 2010
Job Associate at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group June 2012 - Present
The Milestone Group June 2011 - June 2012
Federal Reserve Bank of Dallas September 2010 - May 2011
JP Morgan January 2008 - September 2010
Skills
Mergers, Investments, Due Diligence, Underwriting, Financial Analysis, Excel, Financial Modeling, PowerPoint, Forecasting, Valuation, Microsoft Office, Investment Banking, Capital Markets, Business Analysis, Process Improvement, Access, Corporate Finance, Asset Management, Hedge Funds, Alternative Investments, Credit, Financial Services, Acquisitions, Real Estate Economics, CMBS, Financial Markets
Education
Southern Methodist University 2010 — 2012
M.A., Applied Economics
The University of Texas at Arlington
B.S, Economics
Fortress Investment Group June 2012 - Present
The Milestone Group June 2011 - June 2012
Federal Reserve Bank of Dallas September 2010 - May 2011
JP Morgan January 2008 - September 2010
Skills
Mergers, Investments, Due Diligence, Underwriting, Financial Analysis, Excel, Financial Modeling, PowerPoint, Forecasting, Valuation, Microsoft Office, Investment Banking, Capital Markets, Business Analysis, Process Improvement, Access, Corporate Finance, Asset Management, Hedge Funds, Alternative Investments, Credit, Financial Services, Acquisitions, Real Estate Economics, CMBS, Financial Markets
Education
Southern Methodist University 2010 — 2012
M.A., Applied Economics
The University of Texas at Arlington
B.S, Economics
Gus Knauth Gus Knauth's J.P. Morgan Experience March 2005 - June 2009
Job Senior Manager, Information Technology, Development, and Solutions at Convergys GTS
Industry Information Technology and Services
Experience
Convergys Corporation June 2009 - Present
JP Morgan March 2005 - June 2009
US Central Credit Union Holding Company October 2004 - April 2005
Sprint 1997 - 2004
Cerner Corporation July 1995 - October 1997
Skills
Vendor Management, SDLC, PMP, Program Management, PMO, Process Improvement, IT Strategy, Software Project..., Business Analysis, Project Management, IT Management, Project Portfolio..., Business Process..., Requirements Analysis, Business Intelligence, Integration, Telecommunications, Resource Management, ITIL, Requirements Gathering, Disaster Recovery, Visio, Team Leadership, Change Management, Cross-functional Team..., SharePoint, Strategic Planning, Release Management, Consulting, Product Management, Call Center, Project Planning, Risk Management, Management, Budgets, Call Centers
Education
The University of Montana - School of Business Administration 1993 — 1995
MBA, Information Systems
The University of Montana 1988 — 1993
BA/IS, Business Administration and Management, General
Convergys Corporation June 2009 - Present
JP Morgan March 2005 - June 2009
US Central Credit Union Holding Company October 2004 - April 2005
Sprint 1997 - 2004
Cerner Corporation July 1995 - October 1997
Skills
Vendor Management, SDLC, PMP, Program Management, PMO, Process Improvement, IT Strategy, Software Project..., Business Analysis, Project Management, IT Management, Project Portfolio..., Business Process..., Requirements Analysis, Business Intelligence, Integration, Telecommunications, Resource Management, ITIL, Requirements Gathering, Disaster Recovery, Visio, Team Leadership, Change Management, Cross-functional Team..., SharePoint, Strategic Planning, Release Management, Consulting, Product Management, Call Center, Project Planning, Risk Management, Management, Budgets, Call Centers
Education
The University of Montana - School of Business Administration 1993 — 1995
MBA, Information Systems
The University of Montana 1988 — 1993
BA/IS, Business Administration and Management, General
Sameera Sabherwal Sameera Sabherwal's J.P. Morgan Experience February 2015 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan February 2014 - February 2015
J.P Morgan February 2011 - February 2014
J.P. Morgan 2004 - 2011
Linklaters 2003 - 2004
Skills
Investment Banking, Fixed Income, Emerging Markets, Executive Search, Recruiting, Commodity, Management, Capital Markets, Financial Services, Equities
Education
The London School of Economics and Political Science (LSE) 2002 — 2003
MSc, Sociology
University of Warwick 1999 — 2002
BA (Hons), Sociology with Social Policy
J.P. Morgan February 2015 - Present
J.P. Morgan February 2014 - February 2015
J.P Morgan February 2011 - February 2014
J.P. Morgan 2004 - 2011
Linklaters 2003 - 2004
Skills
Investment Banking, Fixed Income, Emerging Markets, Executive Search, Recruiting, Commodity, Management, Capital Markets, Financial Services, Equities
Education
The London School of Economics and Political Science (LSE) 2002 — 2003
MSc, Sociology
University of Warwick 1999 — 2002
BA (Hons), Sociology with Social Policy
Cynthia Remec Cynthia Remec's J.P. Morgan Experience January 1990 - June 1993
Job Executive Director at BoardAssist, New York's leading personalized nonprofit board matching service
Industry Nonprofit Organization Management
Experience
BoardAssist January 2001 - Present
Artadia July 2009 - Present
Platinum Pals September 2010 - Present
Golden Seeds September 2012 - June 2013
The After School Corporation September 2007 - September 2009
Cynthia Remec Associates November 1995 - July 2002
JP Morgan January 1990 - June 1993
Weil Gotshal and Manges January 1989 - January 1990
Pillsbury Winthrop Shaw Pittman September 1987 - January 1989
George Washington University 1984 - 1987
Skills
Non-profits, Fundraising, nonprofit leadership, board leadership, Philanthropy, Governance, Leadership Development, Board Development, public speaking, Executive Search, Board of Director..., Non-profit..., Strategy, Nonprofits, Grants, Board of Directors, Public Speaking, Volunteer Management, Leadership, Executive Management, Community Development, Strategic Planning, Grant Writing, Social Impact, Program Development, Strategic Partnerships, Public Policy, Community Outreach
Education
The George Washington University Law School 1984 — 1987
University of Florida 1981 — 1984
BSBA, Finance
The Lear School, Miami, Florida 1975 — 1981
The Robinson School, Puerto Rico 1971 — 1975
Nightingale Bamford, New York City 1970 — 1971
BoardAssist January 2001 - Present
Artadia July 2009 - Present
Platinum Pals September 2010 - Present
Golden Seeds September 2012 - June 2013
The After School Corporation September 2007 - September 2009
Cynthia Remec Associates November 1995 - July 2002
JP Morgan January 1990 - June 1993
Weil Gotshal and Manges January 1989 - January 1990
Pillsbury Winthrop Shaw Pittman September 1987 - January 1989
George Washington University 1984 - 1987
Skills
Non-profits, Fundraising, nonprofit leadership, board leadership, Philanthropy, Governance, Leadership Development, Board Development, public speaking, Executive Search, Board of Director..., Non-profit..., Strategy, Nonprofits, Grants, Board of Directors, Public Speaking, Volunteer Management, Leadership, Executive Management, Community Development, Strategic Planning, Grant Writing, Social Impact, Program Development, Strategic Partnerships, Public Policy, Community Outreach
Education
The George Washington University Law School 1984 — 1987
University of Florida 1981 — 1984
BSBA, Finance
The Lear School, Miami, Florida 1975 — 1981
The Robinson School, Puerto Rico 1971 — 1975
Nightingale Bamford, New York City 1970 — 1971
Bob Mowles Bob Mowles's J.P. Morgan Experience 2004 - 2006
Job Executive at Accenture
Industry Information Technology and Services
Experience
Accenture 2010 - Present
JPMorganChase 2007 - 2009
JPMorgan 2006 - 2007
JP Morgan 2004 - 2006
JPMorganChase April 2004 - September 2004
Nisource 2001 - 2003
Skills
SAN, Strategic Planning, Continuous Improvement, Cloud Computing, IT Service Management, ITIL, Program Management, Storage Virtualization, IT Financial Management, Strategic Financial..., Strategy, Storage Area Networks, NAS, Business Continuity, Data Center, Storage, Vendor Management, Virtualization, Cross-functional Team..., Disaster Recovery, Risk Management, Infrastructure, Storage Management, IT Strategy, Start-ups, Solution Architecture, Leadership, IT Management, Enterprise Software
Education
The Ohio State University 2003 — 2007
R.B Hayes
Accenture 2010 - Present
JPMorganChase 2007 - 2009
JPMorgan 2006 - 2007
JP Morgan 2004 - 2006
JPMorganChase April 2004 - September 2004
Nisource 2001 - 2003
Skills
SAN, Strategic Planning, Continuous Improvement, Cloud Computing, IT Service Management, ITIL, Program Management, Storage Virtualization, IT Financial Management, Strategic Financial..., Strategy, Storage Area Networks, NAS, Business Continuity, Data Center, Storage, Vendor Management, Virtualization, Cross-functional Team..., Disaster Recovery, Risk Management, Infrastructure, Storage Management, IT Strategy, Start-ups, Solution Architecture, Leadership, IT Management, Enterprise Software
Education
The Ohio State University 2003 — 2007
R.B Hayes
Stephen Komon Stephen Komon's J.P. Morgan Experience September 1998 - February 2000
Job Portfolio Manager/Trader at Colorado PERA
Industry Investment Management
Experience
Colorado PERA January 2012 - Present
Westpeak Global Advisors August 2001 - December 2010
JP Morgan September 1998 - February 2000
UBS / Swiss Bank July 1993 - September 1998
Dean Witter August 1989 - June 1991
Skills
Equities, Investments, Portfolio Management, Derivatives, Asset Management, Trading, Risk Management, Options, FX, Investment Strategies, Currency, Capital Markets, Portfolios, Wealth Management, FX Options, Fixed Income, Trading Systems, Finance, Alternative Investments, Commodity, Bloomberg, Structured Finance, Mutual Funds, Financial Risk, Foreign Exchange, Hedging, Financial Markets, Hedge Funds, Corporate Finance, Financial Structuring, Equity Research, Asset Allocation, Investment Management, Proprietary Trading, Bonds, Global Macro, Structured Products, ETFs, Trading Strategies, Traders, Equity Derivatives, Volatility, Equity Trading, Swaps, Securities, Market Making, Electronic Trading, FX trading, Market Risk, Interest Rate...
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance/Accounting
University of Virginia 1985 — 1989
B.S., Commerce (Finance)
Colorado PERA January 2012 - Present
Westpeak Global Advisors August 2001 - December 2010
JP Morgan September 1998 - February 2000
UBS / Swiss Bank July 1993 - September 1998
Dean Witter August 1989 - June 1991
Skills
Equities, Investments, Portfolio Management, Derivatives, Asset Management, Trading, Risk Management, Options, FX, Investment Strategies, Currency, Capital Markets, Portfolios, Wealth Management, FX Options, Fixed Income, Trading Systems, Finance, Alternative Investments, Commodity, Bloomberg, Structured Finance, Mutual Funds, Financial Risk, Foreign Exchange, Hedging, Financial Markets, Hedge Funds, Corporate Finance, Financial Structuring, Equity Research, Asset Allocation, Investment Management, Proprietary Trading, Bonds, Global Macro, Structured Products, ETFs, Trading Strategies, Traders, Equity Derivatives, Volatility, Equity Trading, Swaps, Securities, Market Making, Electronic Trading, FX trading, Market Risk, Interest Rate...
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance/Accounting
University of Virginia 1985 — 1989
B.S., Commerce (Finance)
Karen Eisenbach Karen Eisenbach's J.P. Morgan Experience April 2012 - Present
Job VP, Marketing Director
Industry Financial Services
Experience
JP Morgan April 2012 - Present
Karen Eisenbach Strategic Consulting January 2009 - March 2012
Bexley Education Foundation 2009 - 2011
Nationwide Financial Services October 2003 - December 2008
Nationwide Insurance October 2003 - October 2005
Nationwide 2003 - 2005
Nationwide Financial April 2001 - October 2003
Nationwide Financial August 1998 - April 2001
Nationwide Financial June 1998 - August 1999
Nationwide Financial March 1994 - June 1998
Education
The Ohio State University 1979 — 1983
BSBA, Finance
Newark High School 1975 — 1979
JP Morgan April 2012 - Present
Karen Eisenbach Strategic Consulting January 2009 - March 2012
Bexley Education Foundation 2009 - 2011
Nationwide Financial Services October 2003 - December 2008
Nationwide Insurance October 2003 - October 2005
Nationwide 2003 - 2005
Nationwide Financial April 2001 - October 2003
Nationwide Financial August 1998 - April 2001
Nationwide Financial June 1998 - August 1999
Nationwide Financial March 1994 - June 1998
Education
The Ohio State University 1979 — 1983
BSBA, Finance
Newark High School 1975 — 1979
Jason Terry's J.P. Morgan Experience January 2008 - May 2013
Job Sr. Financial Analyst at Maxim Integrated
Industry Semiconductors
Experience
Maxim Integrated June 2014 - Present
The Norm Fund (Commogri) October 2013 - July 2015
Lancaster Pollard May 2013 - August 2013
JP Morgan January 2008 - May 2013
Skills
Finance, Microsoft Excel, Financial Analysis, Corporate Finance, Financial Modeling, Microsoft Office, Valuation, Data Analysis, Credit Analysis, PowerPoint, Quantitative Analytics, Mortgage Lending, Investments, Underwriting, Due Diligence, Banking, Credit, Strategic Planning, Equities, Capital Markets, Portfolio Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Entrepreneurship
The Ohio State University 2004 — 2007
B.A., Economics
Maxim Integrated June 2014 - Present
The Norm Fund (Commogri) October 2013 - July 2015
Lancaster Pollard May 2013 - August 2013
JP Morgan January 2008 - May 2013
Skills
Finance, Microsoft Excel, Financial Analysis, Corporate Finance, Financial Modeling, Microsoft Office, Valuation, Data Analysis, Credit Analysis, PowerPoint, Quantitative Analytics, Mortgage Lending, Investments, Underwriting, Due Diligence, Banking, Credit, Strategic Planning, Equities, Capital Markets, Portfolio Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance, Entrepreneurship
The Ohio State University 2004 — 2007
B.A., Economics
Jim Reinhart's J.P. Morgan Experience August 1997 - May 1998
Job
Industry Investment Banking
Experience
EY April 2012 - Present
Harris Williams April 2007 - April 2012
Goldman Sachs, & Co. June 2005 - April 2007
Deutsche Bank May 1998 - September 2001
DB Alex. Brown 1998 - 2001
Deutsche Banc Alex. Brown 1998 - 2001
JP Morgan August 1997 - May 1998
Sybase August 1993 - July 1995
Business Objects November 1991 - August 1993
EDS August 1989 - September 1991
Skills
Economics, Investment Banking, Private Equity, Corporate Development, Capital Markets, M&A experience, IPO, Valuation
Education
Yale University 2003 — 2005
Masters
Tuck School at Dartmouth College 1995 — 1997
MBA
University of Virginia 1986 — 1989
M.A.
Marquette University High School 1985 — 1989
College Prep
University of Notre Dame 1985 — 1986
EY April 2012 - Present
Harris Williams April 2007 - April 2012
Goldman Sachs, & Co. June 2005 - April 2007
Deutsche Bank May 1998 - September 2001
DB Alex. Brown 1998 - 2001
Deutsche Banc Alex. Brown 1998 - 2001
JP Morgan August 1997 - May 1998
Sybase August 1993 - July 1995
Business Objects November 1991 - August 1993
EDS August 1989 - September 1991
Skills
Economics, Investment Banking, Private Equity, Corporate Development, Capital Markets, M&A experience, IPO, Valuation
Education
Yale University 2003 — 2005
Masters
Tuck School at Dartmouth College 1995 — 1997
MBA
University of Virginia 1986 — 1989
M.A.
Marquette University High School 1985 — 1989
College Prep
University of Notre Dame 1985 — 1986
Amit Raghavan's J.P. Morgan Experience August 2009 - August 2010
Job Director, Customer Solutions at Lattice Engines, Datadriven Business Apps for Marketing and Sales
Industry Computer Software
Experience
Lattice Engines June 2014 - Present
Zuora March 2013 - June 2014
PwC Consulting September 2010 - March 2013
JP Morgan August 2009 - August 2010
Deloitte May 2005 - June 2007
Cerner Corp July 2003 - May 2005
Skills
Operations Management, Healthcare Management, Project Management, MBA, Management Consulting, Business Process..., Business Strategy, Strategy, Process Improvement, Financial Modeling, Business Analysis, Cross-functional Team..., Program Management, Strategic Planning, IT Strategy, Strategic Consulting, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Corporate Finance and Strategy
The Ohio State University 1998 — 2003
BS, Industrial and Systems Engineering
Lattice Engines June 2014 - Present
Zuora March 2013 - June 2014
PwC Consulting September 2010 - March 2013
JP Morgan August 2009 - August 2010
Deloitte May 2005 - June 2007
Cerner Corp July 2003 - May 2005
Skills
Operations Management, Healthcare Management, Project Management, MBA, Management Consulting, Business Process..., Business Strategy, Strategy, Process Improvement, Financial Modeling, Business Analysis, Cross-functional Team..., Program Management, Strategic Planning, IT Strategy, Strategic Consulting, Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Corporate Finance and Strategy
The Ohio State University 1998 — 2003
BS, Industrial and Systems Engineering
Mark Weber's J.P. Morgan Experience August 1997 - July 2006
Job Executive Director at UBS, Group Risk Control
Industry Capital Markets
Experience
Lehman Brothers Holdings Inc. August 2010 - December 2012
Goldman Sachs January 2009 - July 2010
Lehman Brothers August 2006 - September 2008
JP Morgan August 1997 - July 2006
Deutsche Bank June 1996 - August 1996
Rockefeller University May 1993 - August 1995
Skills
Derivatives, Market Risk, Risk, Credit, Quantitative Finance, Financial Risk, Fixed Income, Risk Management, Valuation, Capital Markets, Bonds, Options, Trading, Credit Derivatives, Middle Office, Equities
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Statistics
Yale University
PhD, Physiology (Biophysics)
Washington University in St. Louis
MS, Electrical Engineering
Washington University in St. Louis
BS, Computer Science
Lehman Brothers Holdings Inc. August 2010 - December 2012
Goldman Sachs January 2009 - July 2010
Lehman Brothers August 2006 - September 2008
JP Morgan August 1997 - July 2006
Deutsche Bank June 1996 - August 1996
Rockefeller University May 1993 - August 1995
Skills
Derivatives, Market Risk, Risk, Credit, Quantitative Finance, Financial Risk, Fixed Income, Risk Management, Valuation, Capital Markets, Bonds, Options, Trading, Credit Derivatives, Middle Office, Equities
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance and Statistics
Yale University
PhD, Physiology (Biophysics)
Washington University in St. Louis
MS, Electrical Engineering
Washington University in St. Louis
BS, Computer Science
Paul Pennington's J.P. Morgan Experience 2005 - Present
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2011 - Present
JP Morgan 2005 - Present
Education
University of Oxford 2001 — 2005
DPhil
The University of Manchester 2000 — 2001
MSc
University of Cambridge 1997 — 2000
MA
JPMorgan Chase January 2011 - Present
JP Morgan 2005 - Present
Education
University of Oxford 2001 — 2005
DPhil
The University of Manchester 2000 — 2001
MSc
University of Cambridge 1997 — 2000
MA
Wesley Bowman's J.P. Morgan Experience October 2007 - November 2009
Job
Industry Information Technology and Services
Experience
Koch Business Solutions (KBS) July 2012 - Present
Payless ShoeSource August 2011 - July 2012
Tek Systems February 2010 - August 2011
JP Morgan October 2007 - November 2009
McKinsey & Company July 1999 - October 2007
IBM June 1998 - July 1999
Financial Dynamics, Inc. June 1996 - June 1998
Skills
PMP, Project Management, MS Project, Business Analysis, SDLC, Information Technology, PMO, Vendor Management, Databases, IT Management, Software Project..., Program Management, IT Strategy, Enterprise Architecture, Integration
Education
The University of Kansas 1987 — 1991
Atchison County Community High School 1983 — 1987
Koch Business Solutions (KBS) July 2012 - Present
Payless ShoeSource August 2011 - July 2012
Tek Systems February 2010 - August 2011
JP Morgan October 2007 - November 2009
McKinsey & Company July 1999 - October 2007
IBM June 1998 - July 1999
Financial Dynamics, Inc. June 1996 - June 1998
Skills
PMP, Project Management, MS Project, Business Analysis, SDLC, Information Technology, PMO, Vendor Management, Databases, IT Management, Software Project..., Program Management, IT Strategy, Enterprise Architecture, Integration
Education
The University of Kansas 1987 — 1991
Atchison County Community High School 1983 — 1987
Chuck Strickler's J.P. Morgan Experience 1998 - 2004
Job Private Wealth Management
Industry Financial Services
Experience
JP Morgan Private Bank August 2011 - Present
UBS Financial Services Inc. Private Wealth Management September 2008 - November 2010
Lehman Brothers Private Investment Management 2004 - September 2008
JP Morgan 1998 - 2004
Skills
Estate Planning, Financial Advisory, Wealth Management..., Family Office, Equities, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Fixed Income, Investments, Wealth Management, Series 7, Portfolio Management, Capital Markets
Education
The University of Chicago - Booth School of Business 1996 — 1997
MBA
University of California, Santa Barbara 1983 — 1987
BA, Political Science
Las Lomas High School 1980 — 1983
JP Morgan Private Bank August 2011 - Present
UBS Financial Services Inc. Private Wealth Management September 2008 - November 2010
Lehman Brothers Private Investment Management 2004 - September 2008
JP Morgan 1998 - 2004
Skills
Estate Planning, Financial Advisory, Wealth Management..., Family Office, Equities, Alternative Investments, Asset Management, Hedge Funds, Asset Allocation, Fixed Income, Investments, Wealth Management, Series 7, Portfolio Management, Capital Markets
Education
The University of Chicago - Booth School of Business 1996 — 1997
MBA
University of California, Santa Barbara 1983 — 1987
BA, Political Science
Las Lomas High School 1980 — 1983
Scott Wang's J.P. Morgan Experience June 2006 - February 2008
Job Management Consultant
Industry Pharmaceuticals
Experience
Campbell Alliance November 2010 - Present
Boehringer Ingelheim Pharmaceuticals June 2010 - September 2010
PLx Pharma June 2009 - August 2009
JP Morgan June 2006 - February 2008
American Animal Health 2003 - 2003
Education
Rice University - Jones Graduate School of Business 2008 — 2010
MBA
The University of Texas at Austin
BA, Biology, Business Foundations
Campbell Alliance November 2010 - Present
Boehringer Ingelheim Pharmaceuticals June 2010 - September 2010
PLx Pharma June 2009 - August 2009
JP Morgan June 2006 - February 2008
American Animal Health 2003 - 2003
Education
Rice University - Jones Graduate School of Business 2008 — 2010
MBA
The University of Texas at Austin
BA, Biology, Business Foundations
Kyra Zeroll's J.P. Morgan Experience 1994 - 1999
Job Marketing Director at The Clorox Company
Industry Consumer Goods
Experience
The Clorox Company July 2014 - Present
The Clorox Company September 2007 - June 2014
The Clorox Company March 2004 - September 2007
The Clorox Company September 2001 - March 2004
Booz Allen & Hamilton June 2000 - August 2000
JP Morgan 1994 - 1999
Skills
Consumer Insights, Product Innovation, Brand Development, Marketing Communications, Cross-functional Team..., Public Relations, Strategy Development, Competitive Analysis, Profit & Loss Management
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
University of California, Irvine 1990 — 1994
BA, Political Science
The Clorox Company July 2014 - Present
The Clorox Company September 2007 - June 2014
The Clorox Company March 2004 - September 2007
The Clorox Company September 2001 - March 2004
Booz Allen & Hamilton June 2000 - August 2000
JP Morgan 1994 - 1999
Skills
Consumer Insights, Product Innovation, Brand Development, Marketing Communications, Cross-functional Team..., Public Relations, Strategy Development, Competitive Analysis, Profit & Loss Management
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
University of California, Irvine 1990 — 1994
BA, Political Science
Shekhar Sundar's J.P. Morgan Experience 2005 - 2007
Job Senior Technology Manager
Industry Financial Services
Experience
Analytik Services Inc. November 2014 - Present
Carrington Capital Management January 2013 - December 2013
Citadel Investment Group November 2008 - November 2012
JP Morgan 2005 - 2007
Barclay Capital 2004 - 2005
UBS Investment Bank 2004 - 2004
Merrill Lynch 2001 - 2004
Skills
Fixed Income, MBS, Structured Products, Perl, Unix, SQL, C++, Financial Markets, Python, Risk Management, C#, Risk, Mortgage, ABS, Derivatives, CDO, Capital Markets, Investment Banking, Mortgage Lending, Financial Risk, Management
Education
The University of Texas at Austin 1998 — 2001
Bachelor's Degree, Computer Science
Analytik Services Inc. November 2014 - Present
Carrington Capital Management January 2013 - December 2013
Citadel Investment Group November 2008 - November 2012
JP Morgan 2005 - 2007
Barclay Capital 2004 - 2005
UBS Investment Bank 2004 - 2004
Merrill Lynch 2001 - 2004
Skills
Fixed Income, MBS, Structured Products, Perl, Unix, SQL, C++, Financial Markets, Python, Risk Management, C#, Risk, Mortgage, ABS, Derivatives, CDO, Capital Markets, Investment Banking, Mortgage Lending, Financial Risk, Management
Education
The University of Texas at Austin 1998 — 2001
Bachelor's Degree, Computer Science
Harish Balan's J.P. Morgan Experience June 2006 - August 2006
Job Director, Technology M&A
Industry Investment Banking
Experience
Citi May 2013 - Present
Morgan Stanley June 2008 - May 2013
Bear Stearns July 2007 - May 2008
JP Morgan June 2006 - August 2006
Avendus Advisors November 2003 - June 2005
ICICI Bank April 2001 - October 2003
Infosys 1997 - 1999
Infosys Technologies Ltd. 1997 - 1999
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Corporate Finance, Private Equity, Mergers, Venture Capital, Corporate Development, Due Diligence, M&A experience, Financial Analysis, IPO, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Accounting and Finance
XLRI Jamshedpur 1999 — 2001
Masters, Business Management
VJTI, Mumbai 1993 — 1997
BS, Engineering (Electronics)
OLPS
other
Citi May 2013 - Present
Morgan Stanley June 2008 - May 2013
Bear Stearns July 2007 - May 2008
JP Morgan June 2006 - August 2006
Avendus Advisors November 2003 - June 2005
ICICI Bank April 2001 - October 2003
Infosys 1997 - 1999
Infosys Technologies Ltd. 1997 - 1999
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Corporate Finance, Private Equity, Mergers, Venture Capital, Corporate Development, Due Diligence, M&A experience, Financial Analysis, IPO, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Accounting and Finance
XLRI Jamshedpur 1999 — 2001
Masters, Business Management
VJTI, Mumbai 1993 — 1997
BS, Engineering (Electronics)
OLPS
other
William Wood's J.P. Morgan Experience 1988 - 2006
Job Director, Debt Capital Markets
Industry Banking
Experience
Credit Agricole CIB 2007 - Present
JP Morgan 1988 - 2006
Skills
Securitization, Structured Finance, ABS
Education
The Ohio State University 1985 — 1988
Business
St. Francis DeSales 1980 — 1985
Credit Agricole CIB 2007 - Present
JP Morgan 1988 - 2006
Skills
Securitization, Structured Finance, ABS
Education
The Ohio State University 1985 — 1988
Business
St. Francis DeSales 1980 — 1985
Kris Veeraghanta's J.P. Morgan Experience March 2000 - March 2001
Job Teaching Asisstant at The Ohio State University
Industry Capital Markets
Experience
The Ohio State University August 2014 - Present
Federal Reserve Bank of Cleveland April 2011 - March 2013
Consultant November 2008 - April 2009
Various Hedge Funds August 2006 - November 2008
Merrill Lynch August 2005 - March 2006
JP Morgan March 2000 - March 2001
KPMG 1996 - 1999
Skills
Fixed Income, Hedge Funds, Capital Markets, Derivatives, Equities, Market Risk, FX Options, Options, Trading, Asset Managment, Financial Modeling, Risk Management, Investments, Commodity, Hedging, Proprietary Trading, Credit Risk, Prime Brokerage, Banking, Trading Strategies, Structured Finance, Middle Office, Financial Services, Asset Management, Financial Risk, Finance, Bloomberg
Education
The Ohio State University 2014 — 2014
"Doctoral Candidate", Ph.D Operations Research & Financial Engineering
The Ohio State University 1988 — 1990
Master of Science (M.S.), Engineering/Operations Research
The Ohio State University August 2014 - Present
Federal Reserve Bank of Cleveland April 2011 - March 2013
Consultant November 2008 - April 2009
Various Hedge Funds August 2006 - November 2008
Merrill Lynch August 2005 - March 2006
JP Morgan March 2000 - March 2001
KPMG 1996 - 1999
Skills
Fixed Income, Hedge Funds, Capital Markets, Derivatives, Equities, Market Risk, FX Options, Options, Trading, Asset Managment, Financial Modeling, Risk Management, Investments, Commodity, Hedging, Proprietary Trading, Credit Risk, Prime Brokerage, Banking, Trading Strategies, Structured Finance, Middle Office, Financial Services, Asset Management, Financial Risk, Finance, Bloomberg
Education
The Ohio State University 2014 — 2014
"Doctoral Candidate", Ph.D Operations Research & Financial Engineering
The Ohio State University 1988 — 1990
Master of Science (M.S.), Engineering/Operations Research
Elizabeth Iannarino's J.P. Morgan Experience May 2005 - December 2012
Job Project Manager / AntiMoney Laundering (AML) & Know Your Customer (KYC) Program Office
Industry Banking
Experience
JPMorgan Chase December 2012 - Present
JP Morgan May 2005 - December 2012
JPMorgan Chase / Bank One January 2003 - May 2005
Bank One August 1999 - January 2003
Unisource Worldwide April 1996 - April 1999
Skills
Editing, RFP, Writing, Project Management, Strategic Planning, Proposal Writing, Team Management, Customer Service, Banking, Process Improvement, Financial Analysis
Education
The Ohio State University 1987 — 1991
B.A.
JPMorgan Chase December 2012 - Present
JP Morgan May 2005 - December 2012
JPMorgan Chase / Bank One January 2003 - May 2005
Bank One August 1999 - January 2003
Unisource Worldwide April 1996 - April 1999
Skills
Editing, RFP, Writing, Project Management, Strategic Planning, Proposal Writing, Team Management, Customer Service, Banking, Process Improvement, Financial Analysis
Education
The Ohio State University 1987 — 1991
B.A.
Nick Addison's J.P. Morgan Experience 2008 - March 2010
Job Manager at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2010 - Present
Logica September 2009 - May 2010
JP Morgan 2008 - March 2010
Europe Arab Bank January 2002 - December 2007
Bank Austria Creditanstalt September 1995 - July 2001
S.G. Warburg 1990 - 1996
Skills
ALM, Treasury Management, Credit, Investment Banking, Risk Management, AML, Financial Risk, Basel II, Derivatives, Market Risk, Capital Markets, Trading, Fixed Income, Credit Derivatives, Financial Markets, Equities, Trading Systems, Anti Money Laundering, Business Analysis
Education
The University of Edinburgh 1984 — 1988
Bachelor of Science (B.Sc.), Civil Engineering
The University of Edinburgh 1983 — 1987
2ii, Civil Engineering
Deutsche Bank May 2010 - Present
Logica September 2009 - May 2010
JP Morgan 2008 - March 2010
Europe Arab Bank January 2002 - December 2007
Bank Austria Creditanstalt September 1995 - July 2001
S.G. Warburg 1990 - 1996
Skills
ALM, Treasury Management, Credit, Investment Banking, Risk Management, AML, Financial Risk, Basel II, Derivatives, Market Risk, Capital Markets, Trading, Fixed Income, Credit Derivatives, Financial Markets, Equities, Trading Systems, Anti Money Laundering, Business Analysis
Education
The University of Edinburgh 1984 — 1988
Bachelor of Science (B.Sc.), Civil Engineering
The University of Edinburgh 1983 — 1987
2ii, Civil Engineering
Rob Bice, CFA's J.P. Morgan Experience October 1994 - June 1998
Job Partner at Oak Mountain Advisors
Industry Investment Management
Experience
Oak Mountain Advisors October 2012 - Present
Ephraim Capital May 2011 - Present
Marketing Concepts Group June 2002 - April 2011
Cupps Capital Management June 2000 - May 2002
JP Morgan October 1994 - June 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Williams College 1990 — 1994
BA, Mathematics and Economics
Oak Mountain Advisors October 2012 - Present
Ephraim Capital May 2011 - Present
Marketing Concepts Group June 2002 - April 2011
Cupps Capital Management June 2000 - May 2002
JP Morgan October 1994 - June 1998
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
Williams College 1990 — 1994
BA, Mathematics and Economics
Anthony Logan's J.P. Morgan Experience May 2007 - September 2007
Job Infrastructure Project Manager at OCLC
Industry Information Technology and Services
Experience
McGraw-Hill Education September 2015 - Present
OCLC, Inc. February 2015 - July 2015
The Ohio State University Wexner Medical Center June 2013 - January 2015
Omnicare July 2010 - June 2013
National City Bank November 2008 - July 2010
State Auto Insurance April 2008 - October 2008
Cardinal Health September 2007 - March 2008
JP Morgan May 2007 - September 2007
Nationwide December 2006 - May 2007
JP Morgan Chase April 2006 - December 2006
Skills
ITIL, PMP, Servers, Project Management, Vendor Management, Disaster Recovery, Active Directory, Process Improvement, Data Center, SDLC, Windows Server, VMware, SharePoint, Security, Integration, Software Documentation, DNS, Virtualization, System Administration
Education
The Ohio State University
McGraw-Hill Education September 2015 - Present
OCLC, Inc. February 2015 - July 2015
The Ohio State University Wexner Medical Center June 2013 - January 2015
Omnicare July 2010 - June 2013
National City Bank November 2008 - July 2010
State Auto Insurance April 2008 - October 2008
Cardinal Health September 2007 - March 2008
JP Morgan May 2007 - September 2007
Nationwide December 2006 - May 2007
JP Morgan Chase April 2006 - December 2006
Skills
ITIL, PMP, Servers, Project Management, Vendor Management, Disaster Recovery, Active Directory, Process Improvement, Data Center, SDLC, Windows Server, VMware, SharePoint, Security, Integration, Software Documentation, DNS, Virtualization, System Administration
Education
The Ohio State University
Alastair Roberts's J.P. Morgan Experience February 2008 - May 2011
Job Senior Software Developer at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2013 - Present
Liminex Consulting Ltd 2013 - 2013
UBS April 2011 - December 2012
JP Morgan February 2008 - May 2011
Merrill Lynch September 2007 - October 2007
J P Morgan July 2004 - July 2007
Skills
T-SQL, Sybase, Java, Multithreading, SQL, JDBC, XML, JMS, JUnit, Unix, Subversion, XSLT, Eclipse, FX Derivatives, FX Options, Agile Methodologies, Spring, Equities, Java Enterprise Edition, Ant
Education
University of Edinburgh 1994 — 1998
Bachelor of Science (BSc), Computer Science
Morgan Stanley June 2013 - Present
Liminex Consulting Ltd 2013 - 2013
UBS April 2011 - December 2012
JP Morgan February 2008 - May 2011
Merrill Lynch September 2007 - October 2007
J P Morgan July 2004 - July 2007
Skills
T-SQL, Sybase, Java, Multithreading, SQL, JDBC, XML, JMS, JUnit, Unix, Subversion, XSLT, Eclipse, FX Derivatives, FX Options, Agile Methodologies, Spring, Equities, Java Enterprise Edition, Ant
Education
University of Edinburgh 1994 — 1998
Bachelor of Science (BSc), Computer Science
Eliott Lepofsky's J.P. Morgan Experience 2009 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2009 - Present
Turnstone Capital 2005 - 2009
Needham & Company, LLC April 2004 - April 2005
UBS Investment Bank August 2000 - June 2003
JP Morgan September 1995 - July 1998
Skills
Investment Banking, Financial Modeling, Valuation, Fixed Income, Private Equity, Hedge Funds, Capital Markets, Equities, Corporate Finance, Derivatives, Asset Management, Due Diligence, Alternative Investments, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA)
The Johns Hopkins University 1991 — 1995
Bachelor's degree
Belmont Hill School
J.P. Morgan 2009 - Present
Turnstone Capital 2005 - 2009
Needham & Company, LLC April 2004 - April 2005
UBS Investment Bank August 2000 - June 2003
JP Morgan September 1995 - July 1998
Skills
Investment Banking, Financial Modeling, Valuation, Fixed Income, Private Equity, Hedge Funds, Capital Markets, Equities, Corporate Finance, Derivatives, Asset Management, Due Diligence, Alternative Investments, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA)
The Johns Hopkins University 1991 — 1995
Bachelor's degree
Belmont Hill School
Faisal Shaikh CFA's J.P. Morgan Experience November 2003 - February 2006
Job Director
Industry Financial Services
Experience
RBC Capital Markets February 2006 - Present
JP Morgan November 2003 - February 2006
Skills
Fixed Income
Education
University of Rochester - Simon Business School 2000 — 2001
MBA
The London School of Economics and Political Science (LSE) 1995 — 1996
P. Grad Diploma, Economics
University of Western Ontario 1992 — 1995
B.A., Economics
RBC Capital Markets February 2006 - Present
JP Morgan November 2003 - February 2006
Skills
Fixed Income
Education
University of Rochester - Simon Business School 2000 — 2001
MBA
The London School of Economics and Political Science (LSE) 1995 — 1996
P. Grad Diploma, Economics
University of Western Ontario 1992 — 1995
B.A., Economics
Louise Schneider-Moretto's J.P. Morgan Experience December 1987 - July 1989
Job Sr. Director Capital Markets Group
Industry Nonprofit Organization Management
Experience
Deutsche Bank, Community Development Group November 2008 - Present
WWB 2000 - Present
National Westminister Bank July 1989 - June 1996
JP Morgan December 1987 - July 1989
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1996 — 1998
MA, Intetrnational Economics and Latin American Studies
Deutsche Bank, Community Development Group November 2008 - Present
WWB 2000 - Present
National Westminister Bank July 1989 - June 1996
JP Morgan December 1987 - July 1989
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1996 — 1998
MA, Intetrnational Economics and Latin American Studies
Kirsten Ahearn's J.P. Morgan Experience August 1998 - July 2003
Job Communications Manager at Charlesbank Capital Partners
Industry Venture Capital & Private Equity
Experience
Charlesbank Capital Partners March 2011 - Present
Wellington Management September 2005 - February 2011
Wellington Management 2003 - 2005
JP Morgan August 1998 - July 2003
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Wellesley College 1989 — 1993
BA, Economics and Art History
Charlesbank Capital Partners March 2011 - Present
Wellington Management September 2005 - February 2011
Wellington Management 2003 - 2005
JP Morgan August 1998 - July 2003
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
Wellesley College 1989 — 1993
BA, Economics and Art History
Ted Mermel's J.P. Morgan Experience 2001 - 2005
Job VP at Societe Generale
Industry Financial Services
Experience
HSBC 2010 - 2011
CIBC World Markets 2009 - 2010
JP Morgan Chase 2006 - 2008
JP Morgan 2001 - 2005
The Chase Manhattan Bank 2000 - 2001
American Express Bank 1998 - 1999
Skills
FX, FX Options, FX Hedging, Derivatives, Commodities, Structured Products, Fixed Income, Credit Derivatives, Equity Derivatives, FASB 133, Hedge Funds, Alternative Investments, ISDA, Real Money, Asset Management, Volatility Arbitrage, Emerging Markets, Currency, Financial Markets, Structuring, Swaps, Interest Rate..., Hedging, Options, Capital Markets, Series 7, Series 63, Investment Strategies, Quantitative Finance, Global Macro, VBA, Trading Strategies, Interest Rate Risk..., Commodity, Bloomberg, Financial Engineering, FX trading, Bloomberg Terminal, Volatility, CDS, Communicator, Rates, Bonds, Interest Rate Swaps, Financial Structuring, Equities, Corporate Finance, Investments, Risk Management, Client Relations Skills
Education
The George Washington University - School of Business 1996 — 2000
BBA, Concentration in Finance
HSBC 2010 - 2011
CIBC World Markets 2009 - 2010
JP Morgan Chase 2006 - 2008
JP Morgan 2001 - 2005
The Chase Manhattan Bank 2000 - 2001
American Express Bank 1998 - 1999
Skills
FX, FX Options, FX Hedging, Derivatives, Commodities, Structured Products, Fixed Income, Credit Derivatives, Equity Derivatives, FASB 133, Hedge Funds, Alternative Investments, ISDA, Real Money, Asset Management, Volatility Arbitrage, Emerging Markets, Currency, Financial Markets, Structuring, Swaps, Interest Rate..., Hedging, Options, Capital Markets, Series 7, Series 63, Investment Strategies, Quantitative Finance, Global Macro, VBA, Trading Strategies, Interest Rate Risk..., Commodity, Bloomberg, Financial Engineering, FX trading, Bloomberg Terminal, Volatility, CDS, Communicator, Rates, Bonds, Interest Rate Swaps, Financial Structuring, Equities, Corporate Finance, Investments, Risk Management, Client Relations Skills
Education
The George Washington University - School of Business 1996 — 2000
BBA, Concentration in Finance
Haiyun He's J.P. Morgan Experience May 2008 - Present
Job Associate at JP Morgan
Industry Financial Services
Experience
JP Morgan May 2008 - Present
Barclays Global Investors June 2007 - September 2007
GuidedChoice Asset Management Inc. January 2005 - August 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
University of Science and Technology of China 1996 — 1999
M.S., Electronic Engineering
Tsinghua University 1991 — 1996
B.E., Engineering
JP Morgan May 2008 - Present
Barclays Global Investors June 2007 - September 2007
GuidedChoice Asset Management Inc. January 2005 - August 2006
Education
The University of Chicago Booth School of Business 2006 — 2008
University of Science and Technology of China 1996 — 1999
M.S., Electronic Engineering
Tsinghua University 1991 — 1996
B.E., Engineering
Finley G. Van Brocklin's J.P. Morgan Experience 1998 - 2002
Job SVP Sales & Business Development at Albany Bahamas
Industry Real Estate
Experience
Albany, Bahamas April 2013 - Present
NetJets August 2005 - April 2013
Marquis Jet January 2005 - November 2010
JP Morgan 1998 - 2002
Deutsche Bank 1996 - 1999
Lehman Brothers 1988 - 1997
Skills
Aviation, New Business Development, Aircraft, Customer Service, Operations Management, Finance, Contract Negotiation, Team Building, Sales Management, Resorts
Education
The University of Memphis 1982 — 1984
MBA, Finance
University of Mississippi - School of Business Administration 1974 — 1978
BBA
Albany, Bahamas April 2013 - Present
NetJets August 2005 - April 2013
Marquis Jet January 2005 - November 2010
JP Morgan 1998 - 2002
Deutsche Bank 1996 - 1999
Lehman Brothers 1988 - 1997
Skills
Aviation, New Business Development, Aircraft, Customer Service, Operations Management, Finance, Contract Negotiation, Team Building, Sales Management, Resorts
Education
The University of Memphis 1982 — 1984
MBA, Finance
University of Mississippi - School of Business Administration 1974 — 1978
BBA
Luiz Fernando Beltreschi's J.P. Morgan Experience June 2000 - June 2001
Job Trader
Industry Financial Services
Experience
Balyasny Asset Management L.P. August 2014 - Present
BNP Paribas July 2010 - February 2014
Deutsche Bank June 2001 - July 2010
JP Morgan June 2000 - June 2001
Goldman Sachs June 1999 - August 1999
The Chase Manhattan Bank 1994 - 1997
Skills
FX Options, Derivatives, Fixed Income, Emerging Markets, Hedge Funds, Structured Products, Financial Markets, Trading, Portfolio Management, Investment Banking, Options, Credit Derivatives, Capital Markets, Equity Derivatives, Interest Rate..., Investments, Structured Finance, Hedging
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), International Finance, Economics
Universidade de São Paulo 1988 — 1994
BS, Mechanical Engineering
Balyasny Asset Management L.P. August 2014 - Present
BNP Paribas July 2010 - February 2014
Deutsche Bank June 2001 - July 2010
JP Morgan June 2000 - June 2001
Goldman Sachs June 1999 - August 1999
The Chase Manhattan Bank 1994 - 1997
Skills
FX Options, Derivatives, Fixed Income, Emerging Markets, Hedge Funds, Structured Products, Financial Markets, Trading, Portfolio Management, Investment Banking, Options, Credit Derivatives, Capital Markets, Equity Derivatives, Interest Rate..., Investments, Structured Finance, Hedging
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), International Finance, Economics
Universidade de São Paulo 1988 — 1994
BS, Mechanical Engineering
Philip M. Aftuck's J.P. Morgan Experience June 2008 - August 2008
Job Structured Finance Associate at The Bernstein Companies
Industry Real Estate
Experience
The Bernstein Companies August 2012 - Present
PricewaterhouseCoopers September 2010 - August 2012
JPMorgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Valuation, Structured Finance, Capital Markets, Financial Modeling, Securitization, Loans, Strategy, Financial Reporting, Fixed Income, Financial Analysis, RMBS, Asset-backed..., Dodd-Frank, ABS, Real Estate Financing, REIT, New Markets Tax Credits, Historic Rehabilitation..., Renewable Energy Credits, Commercial Real Estate..., Asset Management, Portfolio Management, Banking, Real Estate Development, Commercial Real Estate, Argus Modeling
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance & Economics
The Bernstein Companies August 2012 - Present
PricewaterhouseCoopers September 2010 - August 2012
JPMorgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Valuation, Structured Finance, Capital Markets, Financial Modeling, Securitization, Loans, Strategy, Financial Reporting, Fixed Income, Financial Analysis, RMBS, Asset-backed..., Dodd-Frank, ABS, Real Estate Financing, REIT, New Markets Tax Credits, Historic Rehabilitation..., Renewable Energy Credits, Commercial Real Estate..., Asset Management, Portfolio Management, Banking, Real Estate Development, Commercial Real Estate, Argus Modeling
Education
The George Washington University - School of Business 2006 — 2010
BBA, Finance & Economics
Brad Langner's J.P. Morgan Experience February 2002 - September 2008
Job Senior Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray January 2011 - Present
RBC Capital Markets December 2008 - January 2011
JP Morgan February 2002 - September 2008
Skills
Credit Risk, Equities, Capital Markets, Fixed Income
Education
The University of Kansas 1995 — 1999
Piper Jaffray January 2011 - Present
RBC Capital Markets December 2008 - January 2011
JP Morgan February 2002 - September 2008
Skills
Credit Risk, Equities, Capital Markets, Fixed Income
Education
The University of Kansas 1995 — 1999
James Bassuk's J.P. Morgan Experience May 1995 - May 2014
Job Private Investor
Industry Financial Services
Experience
JP Morgan May 1995 - May 2014
Skills
Alternative Investments, Capital Markets, Equities, Leadership, Hedge Funds, Strategic Planning, Valuation, Financial Modeling, Derivatives, Series 7, Risk Management, Fixed Income, Investments, Options, Bloomberg, Corporate Finance, Asset Allocation, Investment Banking, Financial Analysis, Asset Management, Mergers & Acquisitions, Equity Research, Due Diligence, Structured Products, Private Equity, Portfolio Management, Venture Capital, Strategy, Investment Strategies, Bonds, Securities, Investor Relations, Investment Advisory, Business Valuation, Series 63, Wealth Management
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance
United States Military Academy at West Point 1981 — 1985
BS, Engineering
JP Morgan May 1995 - May 2014
Skills
Alternative Investments, Capital Markets, Equities, Leadership, Hedge Funds, Strategic Planning, Valuation, Financial Modeling, Derivatives, Series 7, Risk Management, Fixed Income, Investments, Options, Bloomberg, Corporate Finance, Asset Allocation, Investment Banking, Financial Analysis, Asset Management, Mergers & Acquisitions, Equity Research, Due Diligence, Structured Products, Private Equity, Portfolio Management, Venture Capital, Strategy, Investment Strategies, Bonds, Securities, Investor Relations, Investment Advisory, Business Valuation, Series 63, Wealth Management
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance
United States Military Academy at West Point 1981 — 1985
BS, Engineering
Aila Khan Fathimulla's J.P. Morgan Experience March 2005 - January 2009
Job Assistant Director of Admissions
Industry Education Management
Experience
Art Institute June 2010 - Present
JP Morgan March 2005 - January 2009
Education
The University of Texas at Arlington 1997 — 2001
BBA, Marketing
Art Institute June 2010 - Present
JP Morgan March 2005 - January 2009
Education
The University of Texas at Arlington 1997 — 2001
BBA, Marketing
Paul Fratamico's J.P. Morgan Experience 1999 - 2006
Job Managing Director at BRIC Advisory
Industry Financial Services
Experience
BRIC Advisory 2010 - Present
Bloomberg LP 2010 - 2014
Resurgence Asset Management 2006 - 2010
JP Morgan 1999 - 2006
Inter-American Development Bank 1993 - 1997
Skills
Spanish, Portuguese
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Accounting
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master's degree, International Economics
Villanova University
Bachelor's degree, English Language and Literature/Letters
BRIC Advisory 2010 - Present
Bloomberg LP 2010 - 2014
Resurgence Asset Management 2006 - 2010
JP Morgan 1999 - 2006
Inter-American Development Bank 1993 - 1997
Skills
Spanish, Portuguese
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Finance and Accounting
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master's degree, International Economics
Villanova University
Bachelor's degree, English Language and Literature/Letters
Laura. Manson's J.P. Morgan Experience September 2003 - Present
Job Vice President/Manager of Treasury Services Client Service Readiness at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2012 - Present
JP Morgan September 2003 - Present
ABN AMRO 1995 - 2002
First Chicago Trading Consultants 1993 - 1995
Skills
Financial Reporting, Management, Project Management, Financial Services, Budgets, Analysis, Banking, CRM, Risk Management, Financial Analysis, Portfolio Management, Cash Management, Vendor Management
Education
The University of Chicago Booth School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Accounting
JPMorgan Chase February 2012 - Present
JP Morgan September 2003 - Present
ABN AMRO 1995 - 2002
First Chicago Trading Consultants 1993 - 1995
Skills
Financial Reporting, Management, Project Management, Financial Services, Budgets, Analysis, Banking, CRM, Risk Management, Financial Analysis, Portfolio Management, Cash Management, Vendor Management
Education
The University of Chicago Booth School of Business
MBA, Finance
University of Illinois at Urbana-Champaign
BS, Accounting
Michael DiYanni's J.P. Morgan Experience Director - Credit DerivativesCitigroup2001 - 2007
Job Director at JP Morgan
Industry Financial Services
Experience
JP Morgan Director - Credit DerivativesCitigroup2001 - 2007
Education
The London School of Economics and Political Science (LSE) 2000 — 2001
MSc, Finance and Economics
Yale University 1996 — 2000
JP Morgan Director - Credit DerivativesCitigroup2001 - 2007
Education
The London School of Economics and Political Science (LSE) 2000 — 2001
MSc, Finance and Economics
Yale University 1996 — 2000
Dana Cunningham's J.P. Morgan Experience May 2006 - August 2007
Job Vice President National Accounts
Industry Investment Management
Experience
Scout Funds September 2007 - Present
JP Morgan May 2006 - August 2007
Discount Wireless March 1997 - June 2004
Janus Capital Group 1991 - 1997
Education
University of Kansas
Scout Funds September 2007 - Present
JP Morgan May 2006 - August 2007
Discount Wireless March 1997 - June 2004
Janus Capital Group 1991 - 1997
Education
University of Kansas
Tiffany A. Archer's J.P. Morgan Experience 2001 - 2004
Job AntiBribery & Corruption Compliance Attorney
Industry Law Practice
Experience
Axiom September 2013 - Present
Arnold & Porter LLP March 2009 - September 2012
Mayer Brown LLP September 2007 - March 2009
Miller & Chevalier January 2007 - May 2007
Miller & Chevalier May 2006 - August 2006
JP Morgan 2001 - 2004
Swiss Re 2001 - 2002
Zurich Scudder Investments (Deutsche Bank) 1999 - 2001
Arthur Andersen LLP 1998 - 1999
Skills
Civil Litigation, Corporate Governance, FCPA, Litigation, Securities Regulation, Due Diligence, Legal Research, Legal Writing
Education
The George Washington University Law School
University of Pennsylvania
Axiom September 2013 - Present
Arnold & Porter LLP March 2009 - September 2012
Mayer Brown LLP September 2007 - March 2009
Miller & Chevalier January 2007 - May 2007
Miller & Chevalier May 2006 - August 2006
JP Morgan 2001 - 2004
Swiss Re 2001 - 2002
Zurich Scudder Investments (Deutsche Bank) 1999 - 2001
Arthur Andersen LLP 1998 - 1999
Skills
Civil Litigation, Corporate Governance, FCPA, Litigation, Securities Regulation, Due Diligence, Legal Research, Legal Writing
Education
The George Washington University Law School
University of Pennsylvania
Michael Chico, CFA's J.P. Morgan Experience 2002 - 2005
Job VP Portfolio Manager at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management February 2005 - Present
JP Morgan 2002 - 2005
Bank One 1997 - 2002
Banc of America 1996 - 1997
First Chicago - NBD Corp 1995 - 1996
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance and Economics
University of Pennsylvania 1991 — 1995
BA, Economics
Northern Trust Asset Management February 2005 - Present
JP Morgan 2002 - 2005
Bank One 1997 - 2002
Banc of America 1996 - 1997
First Chicago - NBD Corp 1995 - 1996
Education
The University of Chicago Booth School of Business 1999 — 2002
MBA, Finance and Economics
University of Pennsylvania 1991 — 1995
BA, Economics
Ama Acquah's J.P. Morgan Experience 2000 - 2007
Job AVP, Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America March 2008 - Present
bank of america 2008 - 2011
Login Consulting - ING November 2007 - March 2008
JP Morgan 2000 - 2007
Education
The University of Georgia 2004 — 2007
MBA, General
University of Georgia - Terry College of Business 2004 — 2007
University of Delaware 1996 — 2000
BS, Finance, Marketing, Economics
Bank of America March 2008 - Present
bank of america 2008 - 2011
Login Consulting - ING November 2007 - March 2008
JP Morgan 2000 - 2007
Education
The University of Georgia 2004 — 2007
MBA, General
University of Georgia - Terry College of Business 2004 — 2007
University of Delaware 1996 — 2000
BS, Finance, Marketing, Economics
William Paiva's J.P. Morgan Experience June 1995 - July 1995
Job Partner at Sevin Rosen Funds
Industry Venture Capital & Private Equity
Experience
Sevin Rosen Funds August 2006 - Present
Chisholm Private Capital June 2000 - June 2006
Pittiglio Rabin Todd & McGrath June 1996 - June 2000
JP Morgan June 1995 - July 1995
Oklahoma Medical Research Foundation June 1990 - June 1994
University of Oklahoma Health Sciences Center June 1987 - June 1990
Skills
Venture Capital, Start-ups, Mergers, Entrepreneurship, Due Diligence, Business Strategy, Strategic Planning, Strategy, Business Development, Corporate Development, Private Equity, Product Development, Corporate Governance, Start-up Ventures, Commercialization, Executive Management, Mergers & Acquisitions, Business Planning, Venture Financing, Growth Capital, Strategic Partnerships, Intellectual Property, Product Management, Mentoring, Private Placements, Deal Sourcing
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA, General Business
University of Oklahoma 1987 — 1994
Ph.D., Molecular Biology
University of Oklahoma 1983 — 1987
BS, Microbiology
Claremore High School 1980 — 1983
Sevin Rosen Funds August 2006 - Present
Chisholm Private Capital June 2000 - June 2006
Pittiglio Rabin Todd & McGrath June 1996 - June 2000
JP Morgan June 1995 - July 1995
Oklahoma Medical Research Foundation June 1990 - June 1994
University of Oklahoma Health Sciences Center June 1987 - June 1990
Skills
Venture Capital, Start-ups, Mergers, Entrepreneurship, Due Diligence, Business Strategy, Strategic Planning, Strategy, Business Development, Corporate Development, Private Equity, Product Development, Corporate Governance, Start-up Ventures, Commercialization, Executive Management, Mergers & Acquisitions, Business Planning, Venture Financing, Growth Capital, Strategic Partnerships, Intellectual Property, Product Management, Mentoring, Private Placements, Deal Sourcing
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA, General Business
University of Oklahoma 1987 — 1994
Ph.D., Molecular Biology
University of Oklahoma 1983 — 1987
BS, Microbiology
Claremore High School 1980 — 1983
Randi-Ellen Lehrhoff's J.P. Morgan Experience 2011 - Present
Job V.P. at JP Morgan Securities
Industry Investment Management
Experience
J.P. Morgan 2011 - Present
JP Morgan Securities Inc 1987 - Present
JP Morgan 1987 - January 2011
Bear, Stearns & Co. Inc. August 1987 - March 2008
Skills
Problem Solving, Prime Brokerage, Series 7, Securities, Fixed Income, Hedge Funds, Alternative Investments, Settlement, Asset Management
Education
The George Washington University - School of Business 1979 — 1983
BBA, Finance
J.P. Morgan 2011 - Present
JP Morgan Securities Inc 1987 - Present
JP Morgan 1987 - January 2011
Bear, Stearns & Co. Inc. August 1987 - March 2008
Skills
Problem Solving, Prime Brokerage, Series 7, Securities, Fixed Income, Hedge Funds, Alternative Investments, Settlement, Asset Management
Education
The George Washington University - School of Business 1979 — 1983
BBA, Finance
Rosa Perkins's J.P. Morgan Experience March 2005 - March 2008
Job Independent Consultant
Industry Capital Markets
Experience
Independent Consultant 2013 - Present
Sorin Capital Management October 2008 - 2012
JP Morgan March 2005 - March 2008
RBS Greenwich Capital June 2002 - March 2005
Salomon Brothers April 2000 - August 2002
ABN AMRO 1994 - 2000
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Structured Finance, Securitization, Investment Banking, Alternative Investments, Interest Rate..., Valuation, Investments, Trading, Credit Derivatives, Structured Products
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
The University of Chicago 1990 — 1994
AB, Economics
Independent Consultant 2013 - Present
Sorin Capital Management October 2008 - 2012
JP Morgan March 2005 - March 2008
RBS Greenwich Capital June 2002 - March 2005
Salomon Brothers April 2000 - August 2002
ABN AMRO 1994 - 2000
Skills
Fixed Income, Capital Markets, Hedge Funds, Derivatives, Structured Finance, Securitization, Investment Banking, Alternative Investments, Interest Rate..., Valuation, Investments, Trading, Credit Derivatives, Structured Products
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Finance
The University of Chicago 1990 — 1994
AB, Economics
Gordon Agress's J.P. Morgan Experience April 2000 - August 2001
Job Software Enginer at Peloton
Industry Internet
Experience
Peloton July 2014 - Present
General Assembly January 2013 - Present
Freelance Developer November 2011 - June 2014
Practical HorseShoeing February 2008 - November 2011
AMA Capital May 2004 - February 2008
West LB February 2003 - March 2004
UBS Warburg January 2002 - December 2002
JP Morgan April 2000 - August 2001
Freddie Mac 1998 - 2000
Office of Management and Budget, Executive Office of the President 1994 - 1998
Skills
Valuation, Financial Modeling, Finance, Strategy, IFRS, Venture Capital, Investments, Forecasting, Business Analysis, Mergers & Acquisitions, Equities
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance and Accounting
Peloton July 2014 - Present
General Assembly January 2013 - Present
Freelance Developer November 2011 - June 2014
Practical HorseShoeing February 2008 - November 2011
AMA Capital May 2004 - February 2008
West LB February 2003 - March 2004
UBS Warburg January 2002 - December 2002
JP Morgan April 2000 - August 2001
Freddie Mac 1998 - 2000
Office of Management and Budget, Executive Office of the President 1994 - 1998
Skills
Valuation, Financial Modeling, Finance, Strategy, IFRS, Venture Capital, Investments, Forecasting, Business Analysis, Mergers & Acquisitions, Equities
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance and Accounting
Tyna Hale's J.P. Morgan Experience June 2000 - June 2001
Job Mutual Fund Wholesaler at JP Morgan Asset Management
Industry Financial Services
Experience
JPMorgan Asset Management 2002 - Present
JP Morgan June 2000 - June 2001
JP Morgan May 1999 - May 2000
Education
The Ohio State University 1991 — 1996
Arts & Sciences, Communication & Psychology
JPMorgan Asset Management 2002 - Present
JP Morgan June 2000 - June 2001
JP Morgan May 1999 - May 2000
Education
The Ohio State University 1991 — 1996
Arts & Sciences, Communication & Psychology
Kevin McCoy's J.P. Morgan Experience August 2012 - Present
Job Finance & Business Management, at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
JP Morgan August 2010 - August 2012
Ipreo July 2008 - August 2010
Deutsche Asset Management June 2007 - August 2007
Skills
Equities, Business Strategy, Sales & Sales Support, Account Management, Client Relationship..., Client Services, Technology Planning, Technical presentations, Process Improvement, Vendor management, Project Monitoring, Project Evaluation, Budget Management, Report Production, CRM, Financial Analysis, Corporate Finance, Budgets, Investments, Vendor Management, Strategy, Analysis
Education
The George Washington University - School of Business 2004 — 2008
J.P. Morgan August 2012 - Present
JP Morgan August 2010 - August 2012
Ipreo July 2008 - August 2010
Deutsche Asset Management June 2007 - August 2007
Skills
Equities, Business Strategy, Sales & Sales Support, Account Management, Client Relationship..., Client Services, Technology Planning, Technical presentations, Process Improvement, Vendor management, Project Monitoring, Project Evaluation, Budget Management, Report Production, CRM, Financial Analysis, Corporate Finance, Budgets, Investments, Vendor Management, Strategy, Analysis
Education
The George Washington University - School of Business 2004 — 2008
Diego Mas's J.P. Morgan Experience September 2010 - Present
Job Investor at JP Morgan
Industry Investment Management
Eric Rabinowitz's J.P. Morgan Experience June 2008 - December 2008
Job VP, Corporate Development Perrigo
Industry Pharmaceuticals
Experience
Perrigo Company plc August 2014 - Present
Barclays January 2014 - August 2014
Barclays Capital February 2011 - January 2014
Barclays Capital June 2010 - February 2011
Oppenheimer & Co. February 2009 - August 2010
JP Morgan June 2008 - December 2008
Bear Stearns August 2003 - May 2008
TheStreet.com July 2000 - August 2001
boo.com October 1999 - June 2000
Deloitte August 1997 - September 1999
Education
The University of Chicago Booth School of Business 2001 — 2003
University of Florida 1993 — 1997
BS, Accounting
Perrigo Company plc August 2014 - Present
Barclays January 2014 - August 2014
Barclays Capital February 2011 - January 2014
Barclays Capital June 2010 - February 2011
Oppenheimer & Co. February 2009 - August 2010
JP Morgan June 2008 - December 2008
Bear Stearns August 2003 - May 2008
TheStreet.com July 2000 - August 2001
boo.com October 1999 - June 2000
Deloitte August 1997 - September 1999
Education
The University of Chicago Booth School of Business 2001 — 2003
University of Florida 1993 — 1997
BS, Accounting
Eleanor Nadbielny's J.P. Morgan Experience July 2004 - June 2007
Job Capital Markets & Risk Management Professional
Industry Capital Markets
Experience
JP Morgan July 2004 - June 2007
JPMorgan 2004 - 2007
Bank One 1998 - 2004
First National Bank of Chicago 1983 - 1998
Data Resources Inc 1978 - 1981
Skills
Loan Origination, Structured Finance, Credit Risk, Investment Banking, Capital Markets, Investments, Fixed Income, Finance, Derivatives, Financial Structuring, Equities
Education
The University of Chicago Booth School of Business 1981 — 1983
M.B.A, Finance, Accounting, & Statistics
The Johns Hopkins University 1974 — 1978
B.A, Economics
JP Morgan July 2004 - June 2007
JPMorgan 2004 - 2007
Bank One 1998 - 2004
First National Bank of Chicago 1983 - 1998
Data Resources Inc 1978 - 1981
Skills
Loan Origination, Structured Finance, Credit Risk, Investment Banking, Capital Markets, Investments, Fixed Income, Finance, Derivatives, Financial Structuring, Equities
Education
The University of Chicago Booth School of Business 1981 — 1983
M.B.A, Finance, Accounting, & Statistics
The Johns Hopkins University 1974 — 1978
B.A, Economics
Sandy Batten's J.P. Morgan Experience June 2008 - July 2013
Job Senior Economist at Haver Analytics
Industry Information Services
Experience
Haver Analytics 2013 - Present
JP Morgan June 2008 - July 2013
Bear Stearns February 2002 - June 2008
CDC Investment Management September 1998 - December 2001
Citibank June 1990 - August 1998
CEA 1985 - 1986
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Capital Markets, Bloomberg, Securities, Quantitative Analytics, Economics, Valuation, Macroeconomics, Series 7
Education
The Ohio State University 1973 — 1980
Doctor of Philosophy (Ph.D.), Economics
Haver Analytics 2013 - Present
JP Morgan June 2008 - July 2013
Bear Stearns February 2002 - June 2008
CDC Investment Management September 1998 - December 2001
Citibank June 1990 - August 1998
CEA 1985 - 1986
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Capital Markets, Bloomberg, Securities, Quantitative Analytics, Economics, Valuation, Macroeconomics, Series 7
Education
The Ohio State University 1973 — 1980
Doctor of Philosophy (Ph.D.), Economics
Greg Rosenberg's J.P. Morgan Experience 1997 - 2002
Job Manager, Liquid Assets Management at International Finance Corporation
Industry Investment Management
Experience
International Finance Corporation December 2008 - Present
Proxima Alfa Investments April 2004 - May 2008
Dresdner Kleinwort 2003 - 2004
JP Morgan 1997 - 2002
JPMorgan Chase 1997 - 2002
Donaldson, Lufkin & Jenrette 1992 - 1997
Skills
Fixed Income, Structured Products, ABS, CMBS, Portfolio Management, Derivatives, Asset Management, Bonds, Bloomberg, Trading, Investments, Structured Finance, Securitization, CDO, Credit Derivatives, Investment Management, Credit Analysis, MBS, Finance, Credit, Hedge Funds
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, finance, accounting
University of Pennsylvania 1983 — 1987
Bachelor of Arts, Mathematics
International Finance Corporation December 2008 - Present
Proxima Alfa Investments April 2004 - May 2008
Dresdner Kleinwort 2003 - 2004
JP Morgan 1997 - 2002
JPMorgan Chase 1997 - 2002
Donaldson, Lufkin & Jenrette 1992 - 1997
Skills
Fixed Income, Structured Products, ABS, CMBS, Portfolio Management, Derivatives, Asset Management, Bonds, Bloomberg, Trading, Investments, Structured Finance, Securitization, CDO, Credit Derivatives, Investment Management, Credit Analysis, MBS, Finance, Credit, Hedge Funds
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, finance, accounting
University of Pennsylvania 1983 — 1987
Bachelor of Arts, Mathematics
Gernot Reiners's J.P. Morgan Experience 1972 - 1983
Job Independent Investment Banking Professional
Industry Investment Banking
Evan Jay's J.P. Morgan Experience June 2008 - Present
Job Executive Director & Associate General Counsel at J.P. Morgan Asset Management
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns & Co. Inc. 2007 - 2008
Skills
Hedge Funds, Capital Markets, Securities, Derivatives, Alternative Investments, Asset Management, Equities, Mutual Funds, Trading, Fixed Income, Legal Compliance, Series 7
Education
The George Washington University Law School 1988 — 1991
Doctor of Law (JD)
University of Michigan 1984 — 1988
B.A, English
JP Morgan June 2008 - Present
Bear Stearns & Co. Inc. 2007 - 2008
Skills
Hedge Funds, Capital Markets, Securities, Derivatives, Alternative Investments, Asset Management, Equities, Mutual Funds, Trading, Fixed Income, Legal Compliance, Series 7
Education
The George Washington University Law School 1988 — 1991
Doctor of Law (JD)
University of Michigan 1984 — 1988
B.A, English
Paul Shahrokhi's J.P. Morgan Experience 1997 - 2008
Job Vice President, Senior Relationship Manager (DCIO) at Wells Fargo Funds Management Group
Industry Investment Management
Experience
Wells Fargo - Funds Management Group 2011 - Present
Artisan Partners March 2008 - January 2011
JP Morgan 1997 - 2008
American Century Investments December 1989 - April 1997
Skills
Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Investment Strategies, Equities, Investment Advisory, Portfolio Management, Pensions, Wealth Management, ETFs, FINRA, Relationship Management, Retirement Planning, Series 7, Retirement, 401k, Institutional, Mutual Funds, Asset Management, Financial Services, Valuation
Education
University of Kansas
B.S., Business Administration
Wells Fargo - Funds Management Group 2011 - Present
Artisan Partners March 2008 - January 2011
JP Morgan 1997 - 2008
American Century Investments December 1989 - April 1997
Skills
Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Investment Strategies, Equities, Investment Advisory, Portfolio Management, Pensions, Wealth Management, ETFs, FINRA, Relationship Management, Retirement Planning, Series 7, Retirement, 401k, Institutional, Mutual Funds, Asset Management, Financial Services, Valuation
Education
University of Kansas
B.S., Business Administration
John (Jack) Flaherty's J.P. Morgan Experience 1992 - 1994
Job Investment Management
Industry Investment Management
Experience
GAM November 2008 - Present
BNP Paribas September 2003 - February 2008
Barclays Capital June 2000 - September 2003
Goldman Sachs February 1999 - February 2000
UBS February 1994 - November 1998
JP Morgan 1992 - 1994
Education
The University of Chicago Booth School of Business 1986 — 1988
University of Illinois at Urbana-Champaign 1978 — 1983
GAM November 2008 - Present
BNP Paribas September 2003 - February 2008
Barclays Capital June 2000 - September 2003
Goldman Sachs February 1999 - February 2000
UBS February 1994 - November 1998
JP Morgan 1992 - 1994
Education
The University of Chicago Booth School of Business 1986 — 1988
University of Illinois at Urbana-Champaign 1978 — 1983
Mary (Parkhill) Hunt's J.P. Morgan Experience July 2006 - June 2008
Job Senior Associate at Allstate Investments
Industry Financial Services
Experience
Allstate Alternative Investments—Private Equity July 2008 - Present
JP Morgan July 2006 - June 2008
J.P. Morgan 2006 - 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2002 — 2006
BA Finance, Business
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS Finance
Allstate Alternative Investments—Private Equity July 2008 - Present
JP Morgan July 2006 - June 2008
J.P. Morgan 2006 - 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2002 — 2006
BA Finance, Business
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
BS Finance
Clara Van Draska's J.P. Morgan Experience 2008 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
JPMorgan Chase 2008 - Present
JP Morgan 2008 - Present
J.P. Morgan Retirement Plan Services 2008 - Present
American Century 2000 - Present
J.P. Morgan 2008 - 2012
American Century Investments 2000 - 2008
Aventis Pharmaceuticals 1986 - 2000
Marion Laboratories 1986 - 2000
sanofi-aventis 1986 - 2000
Marion Merrell Dow 1986 - 2000
Education
The University of Kansas
Bachelor of Science, Secondary Education
University of Missouri-Kansas City
Master of Arts, English
JPMorgan Chase 2008 - Present
JP Morgan 2008 - Present
J.P. Morgan Retirement Plan Services 2008 - Present
American Century 2000 - Present
J.P. Morgan 2008 - 2012
American Century Investments 2000 - 2008
Aventis Pharmaceuticals 1986 - 2000
Marion Laboratories 1986 - 2000
sanofi-aventis 1986 - 2000
Marion Merrell Dow 1986 - 2000
Education
The University of Kansas
Bachelor of Science, Secondary Education
University of Missouri-Kansas City
Master of Arts, English
Jill Powers's J.P. Morgan Experience January 2004 - Present
Job Vice President Marketing Services Fulfillment at JPMorgan
Industry Logistics and Supply Chain
Experience
JP Morgan January 2004 - Present
One Group Mutual Funds April 1998 - January 2004
Banc One Services January 1996 - January 1998
Bank One January 1994 - January 1996
Skills
Management, Asset Managment, Financial Services, CRM, Competitive Analysis, Mutual Funds, Inventory Management, Inventory Control, Contract Negotiation, Procurement, Marketing, Customer Service, Portfolio Management, Time Management, Finance, Investments, Business Analysis, Sales, Leadership, Vendor Management
Education
The Ohio State University 1988 — 1993
B.S, Social Studies Education
The Ohio State University 1988 — 1993
JP Morgan January 2004 - Present
One Group Mutual Funds April 1998 - January 2004
Banc One Services January 1996 - January 1998
Bank One January 1994 - January 1996
Skills
Management, Asset Managment, Financial Services, CRM, Competitive Analysis, Mutual Funds, Inventory Management, Inventory Control, Contract Negotiation, Procurement, Marketing, Customer Service, Portfolio Management, Time Management, Finance, Investments, Business Analysis, Sales, Leadership, Vendor Management
Education
The Ohio State University 1988 — 1993
B.S, Social Studies Education
The Ohio State University 1988 — 1993
Eric Lewis's J.P. Morgan Experience October 2011 - Present
Job Business Process Analyst
Industry Banking
Experience
JP Morgan October 2011 - Present
CreditArbitrators May 2009 - October 2011
Verizon April 2006 - May 2009
Skills
Account Management, Spanish, Sales, Selling, Team Building, Advertising, Microsoft Office, B2B, Negotiation, Editing, Customer Service, SEM, Direct Sales, Strategic Planning, Copywriting, Leadership, Facebook, Social Networking, Mortgage Lending, Management, Analysis, Vendor Management, Salesforce.com, Marketing, Online Marketing, Business Development, Team Leadership
Education
The Ohio State University 1993 — 1998
BA, International Studies
JP Morgan October 2011 - Present
CreditArbitrators May 2009 - October 2011
Verizon April 2006 - May 2009
Skills
Account Management, Spanish, Sales, Selling, Team Building, Advertising, Microsoft Office, B2B, Negotiation, Editing, Customer Service, SEM, Direct Sales, Strategic Planning, Copywriting, Leadership, Facebook, Social Networking, Mortgage Lending, Management, Analysis, Vendor Management, Salesforce.com, Marketing, Online Marketing, Business Development, Team Leadership
Education
The Ohio State University 1993 — 1998
BA, International Studies
Dave Flick's J.P. Morgan Experience April 2002 - Present
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan April 2002 - Present
Goldman Sachs August 1997 - March 2002
Praxair June 1992 - January 1996
Skills
Fixed Income, Derivatives, Corporate Finance
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance
The Ohio State University 1987 — 1992
B.S., Mechanical Engineering
JP Morgan April 2002 - Present
Goldman Sachs August 1997 - March 2002
Praxair June 1992 - January 1996
Skills
Fixed Income, Derivatives, Corporate Finance
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance
The Ohio State University 1987 — 1992
B.S., Mechanical Engineering
Peter LeSueur's J.P. Morgan Experience April 2009 - June 2010
Job VP Sales at Tradeweb
Industry Health, Wellness and Fitness
Experience
Tradeweb January 2014 - Present
VIPete Fitness Inc. and Performance Athletic Club (the PAC) May 2012 - Present
Long Island Sports Hub August 2012 - March 2013
Bank of America October 2009 - January 2012
JP Morgan April 2009 - June 2010
JP Morgan June 2008 - April 2009
Bear Stearns November 2006 - June 2008
Dresdner Kleinwort June 2005 - November 2006
Skills
Hedge Funds, Portfolio Management, Sales, Financial Analysis, Alternative Investments, Management, Series 7
Education
The Johns Hopkins University 2001 — 2005
Bachelors, Political Science
Tradeweb January 2014 - Present
VIPete Fitness Inc. and Performance Athletic Club (the PAC) May 2012 - Present
Long Island Sports Hub August 2012 - March 2013
Bank of America October 2009 - January 2012
JP Morgan April 2009 - June 2010
JP Morgan June 2008 - April 2009
Bear Stearns November 2006 - June 2008
Dresdner Kleinwort June 2005 - November 2006
Skills
Hedge Funds, Portfolio Management, Sales, Financial Analysis, Alternative Investments, Management, Series 7
Education
The Johns Hopkins University 2001 — 2005
Bachelors, Political Science
Anu Jayanti's J.P. Morgan Experience March 1999 - February 2001
Job Managing Director, Investor Relationship Mgmt at Citi
Industry Financial Services
Experience
Citi November 2008 - Present
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
Citigroup 2001 - December 2008
UBS Investment Bank February 2001 - October 2001
JP Morgan March 1999 - February 2001
Credit Suisse First Boston March 1994 - March 1999
Merrill Lynch May 1992 - March 1994
Bankers Trust Company March 1989 - April 1992
Skills
Sales Management, Asset Management, FX, Financial Markets, Derivatives, FX Options, Asset Managment, Institutional..., Hedge Funds, Investments, Fixed Income, Emerging Markets, Strategy, Investment Banking, Business Planning, Commodity, Trading, Foreign Exchange, Electronic Trading, CRM, Trading Systems, Equities, Risk Management, FX trading, Options, Alternative Investments, Capital Markets, Proprietary Trading, Bloomberg, Bonds
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
M. Sc., Economics
Wellesley College 1979 — 1983
B.A., Economics
College du Leman 1977 — 1979
HS Diploma
Citi November 2008 - Present
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
School for International and Public Affairs, Columbia University 2007 - 2015
Citigroup 2001 - December 2008
UBS Investment Bank February 2001 - October 2001
JP Morgan March 1999 - February 2001
Credit Suisse First Boston March 1994 - March 1999
Merrill Lynch May 1992 - March 1994
Bankers Trust Company March 1989 - April 1992
Skills
Sales Management, Asset Management, FX, Financial Markets, Derivatives, FX Options, Asset Managment, Institutional..., Hedge Funds, Investments, Fixed Income, Emerging Markets, Strategy, Investment Banking, Business Planning, Commodity, Trading, Foreign Exchange, Electronic Trading, CRM, Trading Systems, Equities, Risk Management, FX trading, Options, Alternative Investments, Capital Markets, Proprietary Trading, Bloomberg, Bonds
Education
The London School of Economics and Political Science (LSE) 1984 — 1985
M. Sc., Economics
Wellesley College 1979 — 1983
B.A., Economics
College du Leman 1977 — 1979
HS Diploma
Chris Carbonell's J.P. Morgan Experience August 2008 - Present
Job Sr. Systems Engineer at JP Morgan
Industry Information Technology and Services
Sherri Gerner's J.P. Morgan Experience 1994 - 2008
Job Vice President, Commercial Banking at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. July 2011 - Present
JP Morgan 1994 - 2008
Education
The University of Chicago Booth School of Business 2000 — 2002
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
B.S., Finance
JPMorgan Chase Bank, N.A. July 2011 - Present
JP Morgan 1994 - 2008
Education
The University of Chicago Booth School of Business 2000 — 2002
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
B.S., Finance
Amol Patki's J.P. Morgan Experience January 2011 - Present
Job FX and Public Finance Product Control at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2011 - Present
JP Morgan November 2008 - January 2011
UBS 2006 - 2008
Deutsche Bank (London) July 1999 - December 2005
Bankers Trust April 1996 - June 1999
Education
The University of Manchester 1990 — 1993
BSc, Physics
JP Morgan January 2011 - Present
JP Morgan November 2008 - January 2011
UBS 2006 - 2008
Deutsche Bank (London) July 1999 - December 2005
Bankers Trust April 1996 - June 1999
Education
The University of Manchester 1990 — 1993
BSc, Physics
Chris Paton's J.P. Morgan Experience 1998 - Present
Job Managing Director, Product Executive at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2013 - Present
JP Morgan Chase 2008 - Present
JPMChase 2002 - Present
JP Morgan 1998 - Present
JPMorgan Chase 1997 - Present
JP Morgan Chase 2002 - 2007
JP Morgan Chase 2000 - 2001
JP Morgan Chase 1998 - 1999
Ernst & Young 1989 - 1997
Education
The University of Glasgow 1985 — 1989
B.Sc, Physics
Bank of America Merrill Lynch August 2013 - Present
JP Morgan Chase 2008 - Present
JPMChase 2002 - Present
JP Morgan 1998 - Present
JPMorgan Chase 1997 - Present
JP Morgan Chase 2002 - 2007
JP Morgan Chase 2000 - 2001
JP Morgan Chase 1998 - 1999
Ernst & Young 1989 - 1997
Education
The University of Glasgow 1985 — 1989
B.Sc, Physics
Mary Mortensen's J.P. Morgan Experience July 1986 - July 1994
Job Freelance indexer at Mary Mortensen, Indexer
Industry Publishing
Experience
Mary Mortensen, Indexer February 1995 - Present
JP Morgan July 1986 - July 1994
Swiss Bank Corporation July 1981 - July 1986
Skills
International Relations, Economics, Social Sciences, Books, History, Publications, Textbooks, Politics, Publishing, Indexing, Academic Publishing, Non-fiction
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1979 — 1981
MA, International Studies
Wartburg College 1974 — 1978
BA, French
Mary Mortensen, Indexer February 1995 - Present
JP Morgan July 1986 - July 1994
Swiss Bank Corporation July 1981 - July 1986
Skills
International Relations, Economics, Social Sciences, Books, History, Publications, Textbooks, Politics, Publishing, Indexing, Academic Publishing, Non-fiction
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1979 — 1981
MA, International Studies
Wartburg College 1974 — 1978
BA, French
Paul Burgan's J.P. Morgan Experience 1998 - 2008
Job Portfolio Manager, Commercial Real Estate Finance
Industry Banking
Experience
Regions Financial Corporation April 2009 - Present
JP Morgan 1998 - 2008
Education
The University of Georgia
Finance/Real Estate
Regions Financial Corporation April 2009 - Present
JP Morgan 1998 - 2008
Education
The University of Georgia
Finance/Real Estate
Gail Russ's J.P. Morgan Experience September 2000 - March 2006
Job Banking/Financial Services Professional
Industry Information Technology and Services
Experience
JP Morgan September 2000 - March 2006
Education
The University of Texas at Arlington 1981 — 1984
BBA, Finance/Accounting
JP Morgan September 2000 - March 2006
Education
The University of Texas at Arlington 1981 — 1984
BBA, Finance/Accounting
Robert McBride's J.P. Morgan Experience March 2008 - March 2009
Job Commodities Markets Specialist at Bloomberg LP
Industry Oil & Energy
Experience
Bloomberg LP August 2015 - Present
BNP Paribas Commodity Derivatives Americas April 2010 - July 2015
Hess Energy Trading Co April 2009 - March 2010
JP Morgan March 2008 - March 2009
UBS August 2004 - February 2008
Tucker Anthony Capital Markets November 2000 - May 2002
Perot Systems October 1998 - October 2000
United States Navy October 1993 - October 1998
Skills
Hedging, Commodity, Derivatives, Trading, Commodity Markets, Options, Hedge Funds, Financial Modeling, Investment Banking, Equities, Capital Markets, Valuation, Mergers & Acquisitions, Fixed Income, Market Risk, Structured Products, Swaps
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
University of Notre Dame 1989 — 1993
BS, Mathematics
Bloomberg LP August 2015 - Present
BNP Paribas Commodity Derivatives Americas April 2010 - July 2015
Hess Energy Trading Co April 2009 - March 2010
JP Morgan March 2008 - March 2009
UBS August 2004 - February 2008
Tucker Anthony Capital Markets November 2000 - May 2002
Perot Systems October 1998 - October 2000
United States Navy October 1993 - October 1998
Skills
Hedging, Commodity, Derivatives, Trading, Commodity Markets, Options, Hedge Funds, Financial Modeling, Investment Banking, Equities, Capital Markets, Valuation, Mergers & Acquisitions, Fixed Income, Market Risk, Structured Products, Swaps
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA
University of Notre Dame 1989 — 1993
BS, Mathematics
Stephen Gerlach's J.P. Morgan Experience 2001 - 2009
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2007 - Present
JP Morgan 2001 - 2009
GBQ Partners January 2002 - March 2002
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Investments, Banking, Due Diligence, Process Improvement, Corporate Finance
Education
The Ohio State University Fisher College of Business 1997 — 2002
BSBA, Accounting, Marketing
watterson
JPMorgan Chase April 2007 - Present
JP Morgan 2001 - 2009
GBQ Partners January 2002 - March 2002
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Investments, Banking, Due Diligence, Process Improvement, Corporate Finance
Education
The Ohio State University Fisher College of Business 1997 — 2002
BSBA, Accounting, Marketing
watterson
Jim Pettit's J.P. Morgan Experience March 2007 - February 2009
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2010 - Present
MCM Capital Partners June 2009 - July 2010
JP Morgan March 2007 - February 2009
Lancaster Mortgage Bankers LLC 2006 - 2007
The Winter Group November 2003 - January 2006
Credit Suisse First Boston November 2000 - November 2003
DLJ February 2000 - November 2000
Ascent Meredith Asset Management July 1998 - February 2000
robert r. meredith 1998 - 2000
Skills
Loans, Credit, Loan Origination, Underwriting, Trading, Securitization, Capital Markets, Fixed Income, Mortgage Lending, Portfolio Management, MBS, Valuation, Credit Risk, Series 7, Credit Analysis, Financial Services, Financial Modeling, Structured Finance, Asset Management, Mortgage Banking, Banking, Investment Banking, Corporate Finance, Risk Management, Securities, Finance, Hedge Funds, Residential Mortgages, Bonds, Loss Mitigation, Financial Analysis, Derivatives, Investments, Structured Products, Financial Structuring, Financial Risk, Bloomberg, Due Diligence, Financial Markets
Education
The Johns Hopkins University 1994 — 1998
BS, Mathematical Science
JPMorgan Chase July 2010 - Present
MCM Capital Partners June 2009 - July 2010
JP Morgan March 2007 - February 2009
Lancaster Mortgage Bankers LLC 2006 - 2007
The Winter Group November 2003 - January 2006
Credit Suisse First Boston November 2000 - November 2003
DLJ February 2000 - November 2000
Ascent Meredith Asset Management July 1998 - February 2000
robert r. meredith 1998 - 2000
Skills
Loans, Credit, Loan Origination, Underwriting, Trading, Securitization, Capital Markets, Fixed Income, Mortgage Lending, Portfolio Management, MBS, Valuation, Credit Risk, Series 7, Credit Analysis, Financial Services, Financial Modeling, Structured Finance, Asset Management, Mortgage Banking, Banking, Investment Banking, Corporate Finance, Risk Management, Securities, Finance, Hedge Funds, Residential Mortgages, Bonds, Loss Mitigation, Financial Analysis, Derivatives, Investments, Structured Products, Financial Structuring, Financial Risk, Bloomberg, Due Diligence, Financial Markets
Education
The Johns Hopkins University 1994 — 1998
BS, Mathematical Science
Destry Holmes's J.P. Morgan Experience May 2009 - November 2010
Job Staffing Coordinator at Aerotek
Industry Human Resources
Experience
Aerotek October 2014 - Present
Kelly Services July 2014 - October 2014
PROTEAM Workforce Solutions November 2010 - July 2014
JP Morgan May 2009 - November 2010
ACLOCHÉ STAFFING SERVICES November 2005 - January 2009
L Brands November 2005 - August 2006
COMMERCE NATIONAL BANK February 2001 - September 2005
THE INTERNATIONAL EXECUTIVE HOUSEKEEPERS ASSOCIATION December 1998 - January 2001
Skills
Recruiting, Human Resources, Interviews, Sourcing, Training, Management, Temporary Placement, New Hire Orientations, Customer Service, Budgets, Sales, Marketing, Temporary Staffing, Program Management, Administrative..., Applicant Tracking..., Screening Resumes, Talent Acquisition, Screening, Retail
Education
The Ohio State University Fisher College of Business 1994 — 1998
Bachelor, Business Administration-Marketing
Aerotek October 2014 - Present
Kelly Services July 2014 - October 2014
PROTEAM Workforce Solutions November 2010 - July 2014
JP Morgan May 2009 - November 2010
ACLOCHÉ STAFFING SERVICES November 2005 - January 2009
L Brands November 2005 - August 2006
COMMERCE NATIONAL BANK February 2001 - September 2005
THE INTERNATIONAL EXECUTIVE HOUSEKEEPERS ASSOCIATION December 1998 - January 2001
Skills
Recruiting, Human Resources, Interviews, Sourcing, Training, Management, Temporary Placement, New Hire Orientations, Customer Service, Budgets, Sales, Marketing, Temporary Staffing, Program Management, Administrative..., Applicant Tracking..., Screening Resumes, Talent Acquisition, Screening, Retail
Education
The Ohio State University Fisher College of Business 1994 — 1998
Bachelor, Business Administration-Marketing
Carolyn Burke's J.P. Morgan Experience March 2008 - August 2011
Job Chief Administrative Officer at Dynegy
Industry Oil & Energy
Experience
Dynegy August 2011 - Present
JP Morgan March 2008 - August 2011
NRG Energy March 2004 - March 2008
ARCO 1995 - 1999
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance
Wellesley College 1985 — 1989
BA, Economics and Political Science
Dynegy August 2011 - Present
JP Morgan March 2008 - August 2011
NRG Energy March 2004 - March 2008
ARCO 1995 - 1999
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance
Wellesley College 1985 — 1989
BA, Economics and Political Science
Adam Kroll's J.P. Morgan Experience 2007 - Present
Job Executive Director Diversified Industries at JPMorgan Securities
Industry Investment Banking
Experience
JP Morgan 2007 - Present
Piper Jaffray 2005 - 2007
Aragorn Capital 2005 - 2005
LaSalle Bank 1997 - 2005
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Private Equity, Corporate Finance, Mergers, Due Diligence, Financial Analysis, Equities, Banking, Fixed Income, Investments, Credit Analysis, Credit, Leveraged Finance, LBO, Financial Structuring, Loans, Series 7, Commercial Banking, M&A experience, Bloomberg, Structured Finance, Business Strategy, Credit Risk, Finance, Restructuring, Bonds, Treasury Management, Strategy, Financial Markets, Commercial Lending, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Management, Strategic Planning, Corporate Development, Securities, Risk Management
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Strategy & Entreprenuership
University of Wisconsin-Madison - School of Business
BBA, Accounting and International Business
JP Morgan 2007 - Present
Piper Jaffray 2005 - 2007
Aragorn Capital 2005 - 2005
LaSalle Bank 1997 - 2005
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Private Equity, Corporate Finance, Mergers, Due Diligence, Financial Analysis, Equities, Banking, Fixed Income, Investments, Credit Analysis, Credit, Leveraged Finance, LBO, Financial Structuring, Loans, Series 7, Commercial Banking, M&A experience, Bloomberg, Structured Finance, Business Strategy, Credit Risk, Finance, Restructuring, Bonds, Treasury Management, Strategy, Financial Markets, Commercial Lending, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Management, Strategic Planning, Corporate Development, Securities, Risk Management
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Strategy & Entreprenuership
University of Wisconsin-Madison - School of Business
BBA, Accounting and International Business
Stephen Lawler's J.P. Morgan Experience May 2010 - December 2013
Job Head of Portfolio Implementation at FCI Advisors
Industry Financial Services
Experience
FCI Advisors December 2013 - Present
JP Morgan May 2010 - December 2013
Abbott Capital Management June 2009 - May 2010
DKR Capital September 2007 - December 2008
JP Morgan June 2007 - September 2007
Skills
Bloomberg, Hedge Funds, Financial Modeling, Microsoft Excel, Finance, Alternative Investments, Asset Management, Equities, Microsoft Office, Financial Analysis, Fixed Income, PowerPoint, Business Analysis, Investment Banking, Financial Services, Securities, Risk Management
Education
The University of Connecticut School of Business 2003 — 2007
Bachelor's Degree of Science in Business Administration, Finance and Economics
FCI Advisors December 2013 - Present
JP Morgan May 2010 - December 2013
Abbott Capital Management June 2009 - May 2010
DKR Capital September 2007 - December 2008
JP Morgan June 2007 - September 2007
Skills
Bloomberg, Hedge Funds, Financial Modeling, Microsoft Excel, Finance, Alternative Investments, Asset Management, Equities, Microsoft Office, Financial Analysis, Fixed Income, PowerPoint, Business Analysis, Investment Banking, Financial Services, Securities, Risk Management
Education
The University of Connecticut School of Business 2003 — 2007
Bachelor's Degree of Science in Business Administration, Finance and Economics
Dianne Lob's J.P. Morgan Experience 1977 - 1999
Job Senior Managing Director Equities at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2014 - Present
AllianceBernstein 2005 - June 2014
Alliance Bernstein July 1999 - 2005
JP Morgan 1977 - 1999
Skills
Portfolio Management, Alternative Investments, Equities, Hedge Funds, Asset Management, Asset Allocation, Fixed Income, Investment Strategies, Investment Management, Investments, Series 7, Bloomberg, Mutual Funds, Wealth Management, Capital Markets, Equity Research, Financial Modeling, Valuation, Investment Advisory, Series 63
Education
The University of Chicago Booth School of Business 1975 — 1977
mba, finance
Tufts University 1972 — 1975
B.A, Economics
AllianceBernstein June 2014 - Present
AllianceBernstein 2005 - June 2014
Alliance Bernstein July 1999 - 2005
JP Morgan 1977 - 1999
Skills
Portfolio Management, Alternative Investments, Equities, Hedge Funds, Asset Management, Asset Allocation, Fixed Income, Investment Strategies, Investment Management, Investments, Series 7, Bloomberg, Mutual Funds, Wealth Management, Capital Markets, Equity Research, Financial Modeling, Valuation, Investment Advisory, Series 63
Education
The University of Chicago Booth School of Business 1975 — 1977
mba, finance
Tufts University 1972 — 1975
B.A, Economics
Jacqueline Whyte's J.P. Morgan Experience 2005 - 2012
Job Senior HR Business Partner at EY
Industry Financial Services
Experience
EY 2014 - Present
Avon Products Inc. 2012 - March 2014
JP Morgan 2005 - 2012
Wachovia, A Wells Fargo Company 2001 - 2005
Skills
Talent Management, Performance Management, Recruiting, Human Resources, Change Management, Training, Mergers & Acquisitions, Outsourcing, Project Management, Business Intelligence, Financial Services, Personnel Management, Strategic Planning, Deferred Compensation, Capital Markets
Education
The Ohio State University Fisher College of Business
MBA, Business
The Ohio State University
BA, Psychology
Notre Dame Academy
EY 2014 - Present
Avon Products Inc. 2012 - March 2014
JP Morgan 2005 - 2012
Wachovia, A Wells Fargo Company 2001 - 2005
Skills
Talent Management, Performance Management, Recruiting, Human Resources, Change Management, Training, Mergers & Acquisitions, Outsourcing, Project Management, Business Intelligence, Financial Services, Personnel Management, Strategic Planning, Deferred Compensation, Capital Markets
Education
The Ohio State University Fisher College of Business
MBA, Business
The Ohio State University
BA, Psychology
Notre Dame Academy
Kan Chen's J.P. Morgan Experience April 2006 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan April 2006 - Present
National University of Singapore June 1992 - March 2006
Simon Fraser University August 1990 - May 1992
Brookhaven National Laboratory October 1988 - August 1990
Skills
Equities, Derivatives, Hedge Funds, Asset Management, Alternative Investments, Portfolio Management
Education
The Ohio State University 1983 — 1988
Doctor of Philosophy (PhD), Physics
University of Science and Technology of China 1979 — 1983
Bachelor of Science (BSc), Physics
JP Morgan April 2006 - Present
National University of Singapore June 1992 - March 2006
Simon Fraser University August 1990 - May 1992
Brookhaven National Laboratory October 1988 - August 1990
Skills
Equities, Derivatives, Hedge Funds, Asset Management, Alternative Investments, Portfolio Management
Education
The Ohio State University 1983 — 1988
Doctor of Philosophy (PhD), Physics
University of Science and Technology of China 1979 — 1983
Bachelor of Science (BSc), Physics
Katie Tefft's J.P. Morgan Experience January 2011 - February 2012
Job Senior Banking Advisor Key Private Bank
Industry Banking
Experience
KeyBank April 2013 - Present
KeyBank February 2012 - April 2013
JP Morgan January 2011 - February 2012
JP Morgan January 2007 - January 2011
National City Bank September 2005 - January 2007
Alliance Holdings January 2005 - August 2005
Skills
Credit, Banking, Wealth Management..., Portfolio Management, Credit Analysis, Loans, Commercial Banking, Financial Analysis, Commercial Lending, Credit Risk, Investments, Asset Management, Financial Modeling
Education
The Ohio State University Fisher College of Business 2001 — 2005
BA, Finance
KeyBank April 2013 - Present
KeyBank February 2012 - April 2013
JP Morgan January 2011 - February 2012
JP Morgan January 2007 - January 2011
National City Bank September 2005 - January 2007
Alliance Holdings January 2005 - August 2005
Skills
Credit, Banking, Wealth Management..., Portfolio Management, Credit Analysis, Loans, Commercial Banking, Financial Analysis, Commercial Lending, Credit Risk, Investments, Asset Management, Financial Modeling
Education
The Ohio State University Fisher College of Business 2001 — 2005
BA, Finance
Trenae Jones's J.P. Morgan Experience June 2010 - March 2012
Job Expense Auditor Senior Associate at EY
Industry Financial Services
Experience
EY March 2012 - Present
JP Morgan June 2010 - March 2012
Countrywide May 2006 - September 2007
Skills
Proficient in Microsoft..., Competent in analytical..., Communications -- Great..., Interpersonal Skills, Ability to effectively..., Collaborative Problem..., Highly..., Microsoft Excel, Social Skills, Analysis, Auditing, Accounting
Education
The University of Texas at Arlington - College of Business Administration 2007 — 2011
MBA, Finance
EY March 2012 - Present
JP Morgan June 2010 - March 2012
Countrywide May 2006 - September 2007
Skills
Proficient in Microsoft..., Competent in analytical..., Communications -- Great..., Interpersonal Skills, Ability to effectively..., Collaborative Problem..., Highly..., Microsoft Excel, Social Skills, Analysis, Auditing, Accounting
Education
The University of Texas at Arlington - College of Business Administration 2007 — 2011
MBA, Finance
Tom Showalter's J.P. Morgan Experience August 1987 - Present
Job Retired
Industry Financial Services
Experience
Retired and working on fulfillment September 2014 - Present
JP Morgan August 1987 - Present
JPMorgan Chase 1988 - September 2014
JPMorgan Chase 2010 - 2011
Skills
Process Improvement, Risk Management, Banking, Business Analysis, Vendor Management, Portfolio Management, Strategy, Payments, IT Strategy, Operations Management, Leadership, Project Portfolio..., Integration, Cross-functional Team..., Change Management, Process Engineering, Program Management, Management, Management Consulting, Credit, Financial Services, Six Sigma, Mergers & Acquisitions, Business Process..., SDLC, PMO, Financial Analysis, Consulting, Business Transformation, Analysis, Performance Management, Business Process, Governance, Executive Management, Call Centers, Analytics, IT Management, IT Operations, Project Management, Business Intelligence, Finance
Education
The Ohio State University
Bachelor of Science (B.S.), Finance
Weatherhead School of Management at Case Western Reserve University
MBA, Finance, MIDS
Retired and working on fulfillment September 2014 - Present
JP Morgan August 1987 - Present
JPMorgan Chase 1988 - September 2014
JPMorgan Chase 2010 - 2011
Skills
Process Improvement, Risk Management, Banking, Business Analysis, Vendor Management, Portfolio Management, Strategy, Payments, IT Strategy, Operations Management, Leadership, Project Portfolio..., Integration, Cross-functional Team..., Change Management, Process Engineering, Program Management, Management, Management Consulting, Credit, Financial Services, Six Sigma, Mergers & Acquisitions, Business Process..., SDLC, PMO, Financial Analysis, Consulting, Business Transformation, Analysis, Performance Management, Business Process, Governance, Executive Management, Call Centers, Analytics, IT Management, IT Operations, Project Management, Business Intelligence, Finance
Education
The Ohio State University
Bachelor of Science (B.S.), Finance
Weatherhead School of Management at Case Western Reserve University
MBA, Finance, MIDS
Ryan Kanz's J.P. Morgan Experience August 2010 - April 2013
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC April 2013 - Present
JP Morgan August 2010 - April 2013
Nationwide Financial October 2007 - August 2010
Education
The Ohio State University 1999 — 2004
BS, Family Resource Management
PNC April 2013 - Present
JP Morgan August 2010 - April 2013
Nationwide Financial October 2007 - August 2010
Education
The Ohio State University 1999 — 2004
BS, Family Resource Management
Neil Lusher's J.P. Morgan Experience February 2012 - Present
Job Vice President Bullion at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2012 - Present
JP Morgan July 2010 - February 2012
RBS Sempra Commodities April 2008 - July 2010
Sempra Energy Trading February 2002 - April 2008
Enron January 2001 - February 2002
Domestic & General October 1999 - December 2000
Skills
Electronic Trading, Trading Systems
Education
The University of Manchester 1996 — 1999
BA(Hons), Economics
J.P. Morgan February 2012 - Present
JP Morgan July 2010 - February 2012
RBS Sempra Commodities April 2008 - July 2010
Sempra Energy Trading February 2002 - April 2008
Enron January 2001 - February 2002
Domestic & General October 1999 - December 2000
Skills
Electronic Trading, Trading Systems
Education
The University of Manchester 1996 — 1999
BA(Hons), Economics
Caitlin Ege's J.P. Morgan Experience April 2011 - May 2015
Job Account Executive at Yelp
Industry Design
Experience
Yelp June 2015 - Present
JP Morgan April 2011 - May 2015
Hoefler & Frere-Jones August 2008 - May 2011
News America Marketing January 2008 - June 2008
News America Marketing October 2007 - January 2008
Education
The University of Georgia 2003 — 2007
BA, History
Yelp June 2015 - Present
JP Morgan April 2011 - May 2015
Hoefler & Frere-Jones August 2008 - May 2011
News America Marketing January 2008 - June 2008
News America Marketing October 2007 - January 2008
Education
The University of Georgia 2003 — 2007
BA, History
Jamie Gabriel's J.P. Morgan Experience August 2006 - June 2007
Job Vice President Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2011 - Present
Barclays Capital April 2010 - January 2011
Citigroup August 2009 - April 2010
Citigroup June 2008 - August 2008
JP Morgan August 2006 - June 2007
Lehman Brothers August 2003 - June 2006
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Accounting
Vanderbilt University 1998 — 2002
BS, Bachelor of Science in Engineering, Minor in Economics
Credit Suisse April 2011 - Present
Barclays Capital April 2010 - January 2011
Citigroup August 2009 - April 2010
Citigroup June 2008 - August 2008
JP Morgan August 2006 - June 2007
Lehman Brothers August 2003 - June 2006
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Finance and Accounting
Vanderbilt University 1998 — 2002
BS, Bachelor of Science in Engineering, Minor in Economics
Sam Moseley's J.P. Morgan Experience January 2012 - Present
Job Construction Advisor JP Morgan Private Banking
Industry Financial Services
Experience
JP Morgan January 2012 - Present
JPMorgan Chase June 2009 - December 2011
National City Bank September 2004 - June 2009
PHH Mortgage 1997 - 2002
Skills
FHA DE Underwriter
Education
The Ohio State University 1988 — 1994
BA, History
JP Morgan January 2012 - Present
JPMorgan Chase June 2009 - December 2011
National City Bank September 2004 - June 2009
PHH Mortgage 1997 - 2002
Skills
FHA DE Underwriter
Education
The Ohio State University 1988 — 1994
BA, History
Andi Keller's J.P. Morgan Experience September 2009 - Present
Job priority services representative at JP Morgan
Industry Financial Services
Experience
JP Morgan September 2009 - Present
Discover Card January 2008 - July 2009
Discover Financial Services January 2002 - July 2008
Education
The Ohio State University
Bachelor of Science (BS), Elementary Education and Teaching
JP Morgan September 2009 - Present
Discover Card January 2008 - July 2009
Discover Financial Services January 2002 - July 2008
Education
The Ohio State University
Bachelor of Science (BS), Elementary Education and Teaching
Paul M Cooke Jr's J.P. Morgan Experience November 2008 - August 2013
Job Director at Citi Private Bank
Industry Financial Services
Experience
Citi August 2013 - Present
JP Morgan November 2008 - August 2013
Skills
Equities, Investments, Fixed Income, Wealth Management, Capital Markets, Financial Modeling, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Series 7, Financial Analysis, Investment Banking, Investment Strategies, Asset Allocation, Private Equity, Valuation
Education
The University of Texas at Austin
Citi August 2013 - Present
JP Morgan November 2008 - August 2013
Skills
Equities, Investments, Fixed Income, Wealth Management, Capital Markets, Financial Modeling, Portfolio Management, Asset Management, Alternative Investments, Hedge Funds, Series 7, Financial Analysis, Investment Banking, Investment Strategies, Asset Allocation, Private Equity, Valuation
Education
The University of Texas at Austin
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.