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
Dan Kerner Dan Kerner's J.P. Morgan Experience 1999 - 2001
Job Vice President at M&T Realty Capital
Industry Real Estate
Experience
M&T Realty Capital January 2014 - Present
Commercial Property Capital 2009 - January 2014
Capital Access Associates 2002 - 2009
JP Morgan 1999 - 2001
Criimi Mae 1996 - 1998
Textron 1991 - 1996
Connecticut Mutual Life 1982 - 1991
Northwestern Mutual 1979 - 1982
Skills
Real Estate Economics, Investment Properties, Real Estate, Loans, Disposition, Commercial Mortgages, Banking, Equities, Acquisitions, Investments, Real Estate Financing, Asset Management, Real Estate Development, Valuation, Due Diligence, Brokerage, Commercial Real Estate, Leases, Corporate Real Estate, Property Management, Location Intelligence
Education
Trinity College-Hartford 1988 — 1993
MA, Economics
University of Connecticut 1975 — 1979
BS, Finance
M&T Realty Capital January 2014 - Present
Commercial Property Capital 2009 - January 2014
Capital Access Associates 2002 - 2009
JP Morgan 1999 - 2001
Criimi Mae 1996 - 1998
Textron 1991 - 1996
Connecticut Mutual Life 1982 - 1991
Northwestern Mutual 1979 - 1982
Skills
Real Estate Economics, Investment Properties, Real Estate, Loans, Disposition, Commercial Mortgages, Banking, Equities, Acquisitions, Investments, Real Estate Financing, Asset Management, Real Estate Development, Valuation, Due Diligence, Brokerage, Commercial Real Estate, Leases, Corporate Real Estate, Property Management, Location Intelligence
Education
Trinity College-Hartford 1988 — 1993
MA, Economics
University of Connecticut 1975 — 1979
BS, Finance
Michael Metcalf Michael Metcalf's J.P. Morgan Experience November 2005 - July 2007
Job Business Development / Mergers & Acquisitions at Alcon, a Novartis company
Industry Pharmaceuticals
Experience
Alcon, a Novartis company May 2015 - Present
Dallas Permian Partners January 2015 - Present
Independent Bankers Capital Funds January 2010 - January 2015
BankCap Partners June 2009 - October 2009
Harris Williams & Co. June 2008 - August 2008
JP Morgan November 2005 - July 2007
Morgan Stanley 2003 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Investments, Financial Analysis, Corporate Finance, Due Diligence, LBO, Portfolio Management, Alternative Investments, Asset Managment, Mergers, Finance, Mergers & Acquisitions, Asset Management
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
M.B.A., Finance, Accounting, Real Estate
The University of Texas at Austin 1999 — 2003
B.S., Corporate Communication
Alcon, a Novartis company May 2015 - Present
Dallas Permian Partners January 2015 - Present
Independent Bankers Capital Funds January 2010 - January 2015
BankCap Partners June 2009 - October 2009
Harris Williams & Co. June 2008 - August 2008
JP Morgan November 2005 - July 2007
Morgan Stanley 2003 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Investments, Financial Analysis, Corporate Finance, Due Diligence, LBO, Portfolio Management, Alternative Investments, Asset Managment, Mergers, Finance, Mergers & Acquisitions, Asset Management
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
M.B.A., Finance, Accounting, Real Estate
The University of Texas at Austin 1999 — 2003
B.S., Corporate Communication
Daniel Kunstler Daniel Kunstler's J.P. Morgan Experience April 1979 - July 2002
Job Planning Commissioner at City of Larkspur, California
Industry Nonprofit Organization Management
Experience
Independent Author April 2003 - Present
Larkspur Planning Commission August 2014 - Present
Epicenter Communications January 2008 - Present
Liss Fain Dance Company September 2008 - December 2011
City of Larkspur,CA 2007 - 2011
Just Think Foundation January 2007 - January 2009
Marin Horizon School September 1998 - June 2008
Dominican University of California October 2002 - January 2003
JP Morgan April 1979 - July 2002
JP Morgan Chase 2000 - 2002
Skills
Leadership, Venture Capital, Mergers, Financial Analysis, Entrepreneurship, Management, Non-profits, Nonprofits, Public Speaking, Creative Writing, Strategic Planning, Mergers & Acquisitions, Microsoft Office, Social Media, Community Outreach, Start-ups, Marketing, Fundraising, French, Strategy
Education
Université libre de Bruxelles 1977 — 1981
Economics, Musicology
Université libre de Bruxelles 1969 — 1974
Economics, Musicology
Independent Author April 2003 - Present
Larkspur Planning Commission August 2014 - Present
Epicenter Communications January 2008 - Present
Liss Fain Dance Company September 2008 - December 2011
City of Larkspur,CA 2007 - 2011
Just Think Foundation January 2007 - January 2009
Marin Horizon School September 1998 - June 2008
Dominican University of California October 2002 - January 2003
JP Morgan April 1979 - July 2002
JP Morgan Chase 2000 - 2002
Skills
Leadership, Venture Capital, Mergers, Financial Analysis, Entrepreneurship, Management, Non-profits, Nonprofits, Public Speaking, Creative Writing, Strategic Planning, Mergers & Acquisitions, Microsoft Office, Social Media, Community Outreach, Start-ups, Marketing, Fundraising, French, Strategy
Education
Université libre de Bruxelles 1977 — 1981
Economics, Musicology
Université libre de Bruxelles 1969 — 1974
Economics, Musicology
Katie Hallen Katie Hallen's J.P. Morgan Experience July 2014 - Present
Job J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan August 2012 - July 2014
The McCombs School of Business September 2010 - June 2012
Owner Resource Group December 2010 - December 2011
JP Morgan 2009 - 2010
JP Morgan 2006 - 2009
Skills
Executive Compensation..., Wealth Management, Retirement Planning, Investments, Asset Allocation, Banking, Alternative Investments, Estate Planning
Education
The University of Texas at Austin 2010 — 2012
MBA, Finance
University of Colorado Boulder 2001 — 2005
BA, Finance
J.P. Morgan July 2014 - Present
J.P. Morgan August 2012 - July 2014
The McCombs School of Business September 2010 - June 2012
Owner Resource Group December 2010 - December 2011
JP Morgan 2009 - 2010
JP Morgan 2006 - 2009
Skills
Executive Compensation..., Wealth Management, Retirement Planning, Investments, Asset Allocation, Banking, Alternative Investments, Estate Planning
Education
The University of Texas at Austin 2010 — 2012
MBA, Finance
University of Colorado Boulder 2001 — 2005
BA, Finance
Christie Allardyce Christie Allardyce's J.P. Morgan Experience 2007 - 2007
Job Managing Director at Delos Investments
Industry Financial Services
Experience
Nedelma 2015 - Present
Delos Investments June 2015 - Present
Harbour Ventures, LLC April 2014 - Present
Chapwood Capital Investment Management December 2014 - May 2015
Behringer - Behringer Securities L.P. March 2013 - March 2014
ORIX USA Corporation - ORIX Capital Markets L.P. July 2010 - March 2013
Bank of America Merrill Lynch - Global Corporate & Investment Bank June 2008 - July 2010
JP Morgan 2007 - 2007
Morgan Keegan & Co Inc January 2006 - August 2006
Skills
Finance, Investments, Financial Analysis, Due Diligence, Underwriting, Capital Markets, Banking, Corporate Finance, Insurance, Mergers & Acquisitions, Alternative Investments, Investment Banking, Equities, Fixed Income, Credit, Bloomberg, Hedge Funds, Credit Analysis, Series 7, Institutional Sales, Series 63, Financial Modeling, Business Development, Capital Raising
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance Accounting
Nedelma 2015 - Present
Delos Investments June 2015 - Present
Harbour Ventures, LLC April 2014 - Present
Chapwood Capital Investment Management December 2014 - May 2015
Behringer - Behringer Securities L.P. March 2013 - March 2014
ORIX USA Corporation - ORIX Capital Markets L.P. July 2010 - March 2013
Bank of America Merrill Lynch - Global Corporate & Investment Bank June 2008 - July 2010
JP Morgan 2007 - 2007
Morgan Keegan & Co Inc January 2006 - August 2006
Skills
Finance, Investments, Financial Analysis, Due Diligence, Underwriting, Capital Markets, Banking, Corporate Finance, Insurance, Mergers & Acquisitions, Alternative Investments, Investment Banking, Equities, Fixed Income, Credit, Bloomberg, Hedge Funds, Credit Analysis, Series 7, Institutional Sales, Series 63, Financial Modeling, Business Development, Capital Raising
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance Accounting
Carl Olson Carl Olson's J.P. Morgan Experience 1998 - 1998
Job Director of Business Development & Technology at Pinnacle Mountain Homes & VisitBreck / Pinnacle Lodging
Industry Real Estate
Experience
Pinnacle Mountain Homes August 2011 - Present
VisitBreck August 2012 - Present
Olson Properties, Inc. August 2001 - August 2011
Greenhill & Co. May 1999 - June 2001
JP Morgan 1998 - 1998
Skills
Real Estate, Commercial Real Estate, Brokerage, Business Development, Real Estate Transactions, Contract Negotiation, Marketing, Sales Process, Leases, Real Estate Economics, Investors, Location Intelligence, Tenant Representation, Sellers, Mergers & Acquisitions, Investment Properties, Selling, Negotiation, Tenant, Sales
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
BBA, Business Honors Program and Finance
Universidad de Salamanca 1997 — 1997
Cursos Internacionales Program, Spanish Studies
Alamo Heights High School 1990 — 1994
Pinnacle Mountain Homes August 2011 - Present
VisitBreck August 2012 - Present
Olson Properties, Inc. August 2001 - August 2011
Greenhill & Co. May 1999 - June 2001
JP Morgan 1998 - 1998
Skills
Real Estate, Commercial Real Estate, Brokerage, Business Development, Real Estate Transactions, Contract Negotiation, Marketing, Sales Process, Leases, Real Estate Economics, Investors, Location Intelligence, Tenant Representation, Sellers, Mergers & Acquisitions, Investment Properties, Selling, Negotiation, Tenant, Sales
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
BBA, Business Honors Program and Finance
Universidad de Salamanca 1997 — 1997
Cursos Internacionales Program, Spanish Studies
Alamo Heights High School 1990 — 1994
Brian Gourley's J.P. Morgan Experience 1995 - 1995
Job CIO at Troubadour Capital, LLC
Industry Investment Management
Experience
Troubadour Capital, LLC October 2013 - Present
Whitebox Advisors February 2012 - June 2013
National Alliance December 2009 - January 2012
Cantor Fitzgerald 2005 - 2009
Salomon Smith Barney 1998 - 2002
JP Morgan 1995 - 1995
Education
The University of Texas at Austin 1992 — 1996
BBA
Troubadour Capital, LLC October 2013 - Present
Whitebox Advisors February 2012 - June 2013
National Alliance December 2009 - January 2012
Cantor Fitzgerald 2005 - 2009
Salomon Smith Barney 1998 - 2002
JP Morgan 1995 - 1995
Education
The University of Texas at Austin 1992 — 1996
BBA
Mark Marquis's J.P. Morgan Experience February 2005 - August 2005
Job Account Manager at K2
Industry Computer Software
Experience
K2 September 2012 - Present
Varian Medical Systems September 2010 - September 2012
HP Enterprise Services January 2010 - September 2010
Hewlett-Packard May 2007 - January 2010
Hewlett-Packard January 2007 - May 2007
Intralogic January 2003 - January 2006
JP Morgan February 2005 - August 2005
Colonial Pipeline Company August 1998 - May 2003
United States Marine Corps October 1993 - October 1997
Skills
SharePoint, SharePoint Designer, InfoPath, Adobe Creative Suite, Microsoft Office, K2 BlackPearl, Extranet, Intranet, Innovation, Process Engineering, Process Improvement, Process Development, Program Management, Creative Concept..., Project Delivery, Visio, Business Intelligence, Forms Design, Workflow, Workflow Design, Workflow Analysis, Workflow Solutions, Adlib Enterprise PDF, Web Development, Enterprise Software, Product Development, Enterprise Architecture, SDLC, K2, Project Management, Software Project..., Process Simulation, Integration, Business Analysis, Requirements Analysis, PMP, Vendor Management, Strategy, Analysis, Business Process, Solution Architecture, Consulting, Leadership, Information Technology, IT Strategy, SaaS, IT Management, Cloud Computing, Software Development, ITIL
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
BBA, Management Information Systems + Marketing
K2 September 2012 - Present
Varian Medical Systems September 2010 - September 2012
HP Enterprise Services January 2010 - September 2010
Hewlett-Packard May 2007 - January 2010
Hewlett-Packard January 2007 - May 2007
Intralogic January 2003 - January 2006
JP Morgan February 2005 - August 2005
Colonial Pipeline Company August 1998 - May 2003
United States Marine Corps October 1993 - October 1997
Skills
SharePoint, SharePoint Designer, InfoPath, Adobe Creative Suite, Microsoft Office, K2 BlackPearl, Extranet, Intranet, Innovation, Process Engineering, Process Improvement, Process Development, Program Management, Creative Concept..., Project Delivery, Visio, Business Intelligence, Forms Design, Workflow, Workflow Design, Workflow Analysis, Workflow Solutions, Adlib Enterprise PDF, Web Development, Enterprise Software, Product Development, Enterprise Architecture, SDLC, K2, Project Management, Software Project..., Process Simulation, Integration, Business Analysis, Requirements Analysis, PMP, Vendor Management, Strategy, Analysis, Business Process, Solution Architecture, Consulting, Leadership, Information Technology, IT Strategy, SaaS, IT Management, Cloud Computing, Software Development, ITIL
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
BBA, Management Information Systems + Marketing
Ignacio Pakciarz Ignacio Pakciarz's J.P. Morgan Experience July 1996 - February 2001
Job CEO of BigSur Partners
Industry Financial Services
Experience
BigSur Partners December 2007 - Present
Tecnológico de Monterrey February 2015 - May 2015
Guggenheim Partners February 2004 - December 2007
Deutsche Bank February 2001 - February 2004
JP Morgan July 1996 - February 2001
Skills
Wealth Management..., Management, Wealth, Venture Capital, Due Diligence, Hedge Funds, Wealth Management, Mergers & Acquisitions, Product Management, Securities, Investments, Strategic Financial..., Investment Strategies, Options, Finance, Structured Finance, Financial Planning, Financial Services, Asset Allocation, Asset Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Universidad de la República 1987 — 1993
Economist, Economics
The British Schools Uruguay 1980 — 1986
Master of Business Administration (M.B.A.), Economics
BigSur Partners December 2007 - Present
Tecnológico de Monterrey February 2015 - May 2015
Guggenheim Partners February 2004 - December 2007
Deutsche Bank February 2001 - February 2004
JP Morgan July 1996 - February 2001
Skills
Wealth Management..., Management, Wealth, Venture Capital, Due Diligence, Hedge Funds, Wealth Management, Mergers & Acquisitions, Product Management, Securities, Investments, Strategic Financial..., Investment Strategies, Options, Finance, Structured Finance, Financial Planning, Financial Services, Asset Allocation, Asset Management
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
Universidad de la República 1987 — 1993
Economist, Economics
The British Schools Uruguay 1980 — 1986
Master of Business Administration (M.B.A.), Economics
Matthew Purchase's J.P. Morgan Experience 1994 - 1998
Job Treasurer at SM Energy Company
Industry Oil & Energy
Experience
SM Energy Company July 2007 - Present
Comerica Bank 2005 - 2007
US Bank 2000 - 2005
Hanifen Imhoff Inc. 1998 - 2000
JP Morgan 1994 - 1998
INTEC Engineering 1990 - 1994
Skills
Financial Modeling, Financial Analysis, Due Diligence, Natural Gas, Financial Reporting, Energy, Treasury Management, Sarbanes-Oxley Act, Petroleum, Accounting, Risk Management, Energy Industry
Education
The University of Texas at Austin 1988 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Southampton 1985 — 1988
Bachelor’s Degree, Civil Engineering
The British School in the Netherlands 1982 — 1985
High School
SM Energy Company July 2007 - Present
Comerica Bank 2005 - 2007
US Bank 2000 - 2005
Hanifen Imhoff Inc. 1998 - 2000
JP Morgan 1994 - 1998
INTEC Engineering 1990 - 1994
Skills
Financial Modeling, Financial Analysis, Due Diligence, Natural Gas, Financial Reporting, Energy, Treasury Management, Sarbanes-Oxley Act, Petroleum, Accounting, Risk Management, Energy Industry
Education
The University of Texas at Austin 1988 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Southampton 1985 — 1988
Bachelor’s Degree, Civil Engineering
The British School in the Netherlands 1982 — 1985
High School
Trey Trenchard Trey Trenchard's J.P. Morgan Experience January 2006 - June 2007
Job Analytics Lead Strategy Group, at Huge
Industry Design
Experience
Huge April 2014 - Present
MediaCom February 2012 - April 2014
Digitas June 2011 - February 2012
NBC Universal September 2010 - December 2010
Cinetic Media April 2010 - August 2010
Sony Pictures Entertainment January 2010 - April 2010
FB Presents October 2008 - August 2009
World Class Capital Group August 2008 - July 2009
Buffington Capital Holdings June 2007 - August 2008
JP Morgan January 2006 - June 2007
Skills
Financial Modeling, Digital Marketing, Private Equity, Data Analysis, Strategic Advisory, Insight Generation, Analytics, Financial Analysis, Competitive Analysis, Digital Media, Business Strategy, Market Research, Web Analytics, Strategic Planning, Marketing Strategy, Online Advertising, Valuation, Social Media, Digital Strategy, Forecasting, Research, Online Marketing, Start-ups, Analysis, Excel, Consumer Insights, PowerPoint, Marketing Research, Advertising, Social Media Marketing, Microsoft Excel, Omniture, DoubleClick, Project Management, OmniGraffle, User Experience, User Interaction, Strategy, New Media, comScore, PPC, Media Planning, Google Adwords, CRM, SEO
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master of Business Administration (MBA), Strategy & Marketing, Ranked 9th when attended program
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
BBA, Finance (Major), Psychology (Minor), Ranked 5th when attended program (both Finance and McCombs BBA overall)
General Assembly
User Experience Design (UX), 12-Week Intensive Course
3rd Ward Brooklyn
Front-End Web Development/Design 12-Week Course, HTML/CSS/JavaScript/JQuery
Huge April 2014 - Present
MediaCom February 2012 - April 2014
Digitas June 2011 - February 2012
NBC Universal September 2010 - December 2010
Cinetic Media April 2010 - August 2010
Sony Pictures Entertainment January 2010 - April 2010
FB Presents October 2008 - August 2009
World Class Capital Group August 2008 - July 2009
Buffington Capital Holdings June 2007 - August 2008
JP Morgan January 2006 - June 2007
Skills
Financial Modeling, Digital Marketing, Private Equity, Data Analysis, Strategic Advisory, Insight Generation, Analytics, Financial Analysis, Competitive Analysis, Digital Media, Business Strategy, Market Research, Web Analytics, Strategic Planning, Marketing Strategy, Online Advertising, Valuation, Social Media, Digital Strategy, Forecasting, Research, Online Marketing, Start-ups, Analysis, Excel, Consumer Insights, PowerPoint, Marketing Research, Advertising, Social Media Marketing, Microsoft Excel, Omniture, DoubleClick, Project Management, OmniGraffle, User Experience, User Interaction, Strategy, New Media, comScore, PPC, Media Planning, Google Adwords, CRM, SEO
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master of Business Administration (MBA), Strategy & Marketing, Ranked 9th when attended program
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
BBA, Finance (Major), Psychology (Minor), Ranked 5th when attended program (both Finance and McCombs BBA overall)
General Assembly
User Experience Design (UX), 12-Week Intensive Course
3rd Ward Brooklyn
Front-End Web Development/Design 12-Week Course, HTML/CSS/JavaScript/JQuery
Scott C. Pierce Scott C. Pierce's J.P. Morgan Experience June 1993 - October 2001
Job Director at Amherst Pierpont Securities
Industry Investment Banking
Experience
Amherst Pierpont Securities November 2009 - Present
E.E. Mixon Second Dragoons Foundation June 2004 - Present
U.S. Army Reserves May 1986 - Present
Banc of America Securities March 2006 - August 2009
JP Morgan June 1993 - October 2001
Skills
Banking, Military, Security Clearance, Organizational..., Program Management, Risk Management, Investment Banking, Team Building, Bonds, Securities, Business Development, Strategic Planning, Army, Leadership, Operations Management, National Security, DoD, Defense, Command, Government, Operational Planning, Government Contracting, Intelligence, Military Operations, Intelligence Analysis, Crisis Management, Information Assurance
Education
US Army War College 2007 — 2009
Masters of Strategic Studies, Strategic Studies
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
United States Military Academy at West Point 1982 — 1986
BS, International Relations
Amherst Pierpont Securities November 2009 - Present
E.E. Mixon Second Dragoons Foundation June 2004 - Present
U.S. Army Reserves May 1986 - Present
Banc of America Securities March 2006 - August 2009
JP Morgan June 1993 - October 2001
Skills
Banking, Military, Security Clearance, Organizational..., Program Management, Risk Management, Investment Banking, Team Building, Bonds, Securities, Business Development, Strategic Planning, Army, Leadership, Operations Management, National Security, DoD, Defense, Command, Government, Operational Planning, Government Contracting, Intelligence, Military Operations, Intelligence Analysis, Crisis Management, Information Assurance
Education
US Army War College 2007 — 2009
Masters of Strategic Studies, Strategic Studies
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
United States Military Academy at West Point 1982 — 1986
BS, International Relations
Christian Gilles Christian Gilles's J.P. Morgan Experience June 2008 - January 2010
Job Senior Vice President at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. February 2010 - Present
JP Morgan June 2008 - January 2010
Bear Stearns February 1997 - June 2008
Federal Reserve Board January 1991 - February 1997
Skills
FX, Mortgage, Analytics, MBS, Fixed Income, FX Options, Hedge Funds, Quantitative Analytics, Foreign Exchange, Capital Markets, Mortgage Lending, Structured Products, Structured Finance, Derivatives, Credit Derivatives, Securitization, Equities, Bonds, ABS, Portfolio Management
Education
University of Chicago 1974 — 1978
Ph. D., Economics
Université Laval 1968 — 1971
Bachelor's Degree, Actuarial Science
Ally Financial Inc. February 2010 - Present
JP Morgan June 2008 - January 2010
Bear Stearns February 1997 - June 2008
Federal Reserve Board January 1991 - February 1997
Skills
FX, Mortgage, Analytics, MBS, Fixed Income, FX Options, Hedge Funds, Quantitative Analytics, Foreign Exchange, Capital Markets, Mortgage Lending, Structured Products, Structured Finance, Derivatives, Credit Derivatives, Securitization, Equities, Bonds, ABS, Portfolio Management
Education
University of Chicago 1974 — 1978
Ph. D., Economics
Université Laval 1968 — 1971
Bachelor's Degree, Actuarial Science
Su-Ying Teo's J.P. Morgan Experience March 2014 - Present
Job Vice President Regulatory Capital at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan March 2014 - Present
J.P. Morgan January 2013 - March 2014
J.P. Morgan March 2011 - January 2013
JP Morgan February 2008 - February 2011
Bear Stearns May 2006 - February 2008
Skills
Prime Brokerage, Hedge Funds, Investment Banking, Equities, Bloomberg, Fixed Income, Valuation, Securities, Derivatives, Capital Markets, Financial Markets, Series 7, Options, Emerging Markets, Private Equity
Education
Tufts University 2002 — 2006
BA, International Relations
JP Morgan March 2014 - Present
J.P. Morgan January 2013 - March 2014
J.P. Morgan March 2011 - January 2013
JP Morgan February 2008 - February 2011
Bear Stearns May 2006 - February 2008
Skills
Prime Brokerage, Hedge Funds, Investment Banking, Equities, Bloomberg, Fixed Income, Valuation, Securities, Derivatives, Capital Markets, Financial Markets, Series 7, Options, Emerging Markets, Private Equity
Education
Tufts University 2002 — 2006
BA, International Relations
Carol Jacob Carol Jacob's J.P. Morgan Experience December 2009 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan December 2009 - Present
JP Morgan June 2006 - December 2009
JP Morgan September 2002 - June 2006
JP Morgan Chase September 1999 - June 2003
Skills
Investment Banking, Settlements, Equities, FX, Back Office, Program Management
Education
UCL 1995 — 1996
MSc, Information Technology
UCL 1992 — 1995
BSc, Chemistry
J.P. Morgan December 2009 - Present
JP Morgan June 2006 - December 2009
JP Morgan September 2002 - June 2006
JP Morgan Chase September 1999 - June 2003
Skills
Investment Banking, Settlements, Equities, FX, Back Office, Program Management
Education
UCL 1995 — 1996
MSc, Information Technology
UCL 1992 — 1995
BSc, Chemistry
Jim O'Sullivan Jim O'Sullivan's J.P. Morgan Experience October 1985 - January 2001
Job Chief U.S. Economist at High Frequency Economics
Industry Financial Services
Experience
High Frequency Economics June 2012 - Present
MF Global October 2009 - November 2011
UBS February 2001 - October 2009
JP Morgan October 1985 - January 2001
Skills
Hedge Funds, Fixed Income, Capital Markets, Economics, Equities, Analysis, Data Analysis, Research, Policy Analysis, Writing, Financial Markets, Trading, FX Options, Alternative Investments, Interest Rate..., Swaps, Options, Bloomberg, Risk Management, Investment Banking, Commodity, Securities, Financial Risk, Economic Research, Investments, Derivatives, Equity Research, Bonds, Portfolio Management, Asset Management, Hedging, Valuation, Emerging Markets, Global Macro, Asset Allocation, Investment Strategies, Market Risk, Investment Management, Currency, Structured Finance, Equity Valuation, Equity Derivatives, Quantitative Analytics, Quantitative Finance, Financial Modeling, FX trading, Bloomberg Terminal, Series 7, Structured Products, Financial Structuring
Education
Queen's University, Kingston, Ontario 1984 — 1985
MA, Economics
Trinity College, Dublin 1980 — 1984
BA, Economics
High Frequency Economics June 2012 - Present
MF Global October 2009 - November 2011
UBS February 2001 - October 2009
JP Morgan October 1985 - January 2001
Skills
Hedge Funds, Fixed Income, Capital Markets, Economics, Equities, Analysis, Data Analysis, Research, Policy Analysis, Writing, Financial Markets, Trading, FX Options, Alternative Investments, Interest Rate..., Swaps, Options, Bloomberg, Risk Management, Investment Banking, Commodity, Securities, Financial Risk, Economic Research, Investments, Derivatives, Equity Research, Bonds, Portfolio Management, Asset Management, Hedging, Valuation, Emerging Markets, Global Macro, Asset Allocation, Investment Strategies, Market Risk, Investment Management, Currency, Structured Finance, Equity Valuation, Equity Derivatives, Quantitative Analytics, Quantitative Finance, Financial Modeling, FX trading, Bloomberg Terminal, Series 7, Structured Products, Financial Structuring
Education
Queen's University, Kingston, Ontario 1984 — 1985
MA, Economics
Trinity College, Dublin 1980 — 1984
BA, Economics
Christian Jensen Christian Jensen's J.P. Morgan Experience September 1986 - Present
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan September 1986 - Present
Skills
Investment Banking, Due Diligence, Corporate Finance, Financial Modeling, Valuation, Microsoft Office, Equities, Capital Markets, Venture Capital, Private Equity, Financial Analysis, Mergers & Acquisitions, Banking, Corporate Development, Investments
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance and Accounting
University of Utah 1978 — 1983
BA, Finance
JP Morgan September 1986 - Present
Skills
Investment Banking, Due Diligence, Corporate Finance, Financial Modeling, Valuation, Microsoft Office, Equities, Capital Markets, Venture Capital, Private Equity, Financial Analysis, Mergers & Acquisitions, Banking, Corporate Development, Investments
Education
UCLA Anderson School of Management 1984 — 1986
MBA, Finance and Accounting
University of Utah 1978 — 1983
BA, Finance
Susan Averill Susan Averill's J.P. Morgan Experience 2006 - 2008
Job VP of Finance at Cornerstone Holdings
Industry Investment Management
Experience
Cornerstone Holdings October 2013 - Present
Mt. Eden Investment Advisors December 2010 - December 2012
Evercore Wealth Management (who acquired Mt. Eden) December 2010 - September 2013
The Koffler Group 2008 - 2010
JP Morgan 2006 - 2008
Deloitte & Touche 2001 - 2006
Skills
Alternative Investments
Education
University of California, Santa Barbara
Università Commerciale 'Luigi Bocconi' / Bocconi University
Cornerstone Holdings October 2013 - Present
Mt. Eden Investment Advisors December 2010 - December 2012
Evercore Wealth Management (who acquired Mt. Eden) December 2010 - September 2013
The Koffler Group 2008 - 2010
JP Morgan 2006 - 2008
Deloitte & Touche 2001 - 2006
Skills
Alternative Investments
Education
University of California, Santa Barbara
Università Commerciale 'Luigi Bocconi' / Bocconi University
Monica Gould Monica Gould's J.P. Morgan Experience October 1996 - April 1997
Job Managing Director at The Blueshirt Group
Industry Financial Services
Experience
The Blueshirt Group March 2010 - Present
Time Warner October 2007 - November 2008
Credit Suisse April 2004 - October 2007
Credit Suisse June 1998 - April 2004
Credit Suisse First Boston 1998 - 2004
Deutsche Bank April 1997 - June 1998
JP Morgan October 1996 - April 1997
JP Morgan January 1991 - October 1996
Skills
Investor Relations, Equity Research, Competitive Analysis, Corporate Communications, Consulting, Marketing, Emerging Markets, Corporate Development, Financial Modeling, Private Equity, Corporate Finance, Mergers, Venture Capital, Mergers & Acquisitions, Financial Analysis, Investment Banking, Valuation, Capital Markets, Investments, Entrepreneurship, Strategy, IPO, Equities, Due Diligence, Financial Markets, Hedge Funds, Finance, Bloomberg, Restructuring, Start-ups, Equity Valuation, Institutional..., Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA
University at Albany, SUNY 1987 — 1991
BA
Cold Spring Harbor High
The Blueshirt Group March 2010 - Present
Time Warner October 2007 - November 2008
Credit Suisse April 2004 - October 2007
Credit Suisse June 1998 - April 2004
Credit Suisse First Boston 1998 - 2004
Deutsche Bank April 1997 - June 1998
JP Morgan October 1996 - April 1997
JP Morgan January 1991 - October 1996
Skills
Investor Relations, Equity Research, Competitive Analysis, Corporate Communications, Consulting, Marketing, Emerging Markets, Corporate Development, Financial Modeling, Private Equity, Corporate Finance, Mergers, Venture Capital, Mergers & Acquisitions, Financial Analysis, Investment Banking, Valuation, Capital Markets, Investments, Entrepreneurship, Strategy, IPO, Equities, Due Diligence, Financial Markets, Hedge Funds, Finance, Bloomberg, Restructuring, Start-ups, Equity Valuation, Institutional..., Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA
University at Albany, SUNY 1987 — 1991
BA
Cold Spring Harbor High
Ben Finger, CFA Ben Finger, CFA's J.P. Morgan Experience January 2004 - February 2006
Job Credit Trader at AXA Investment Managers
Industry Financial Services
Experience
AXA Investment Managers October 2014 - Present
Clinton Group, Inc, March 2007 - October 2014
JPMorgan February 2006 - March 2007
JP Morgan January 2004 - February 2006
Skills
Leveraged Finance, Portfolio Management, Capital Structure, CLO, CDS, High Yield Bonds, Fundamental Analysis, Analysis, Credit Trading, High Yield, Hedge Funds, Capital Markets, CFA, CLOs, Leveraged Lending, Cash Flow Lending, Senior Debt, Credit, Investments, Trading
Education
The University of Texas at Austin 1997 — 2002
BBA, Finance
AXA Investment Managers October 2014 - Present
Clinton Group, Inc, March 2007 - October 2014
JPMorgan February 2006 - March 2007
JP Morgan January 2004 - February 2006
Skills
Leveraged Finance, Portfolio Management, Capital Structure, CLO, CDS, High Yield Bonds, Fundamental Analysis, Analysis, Credit Trading, High Yield, Hedge Funds, Capital Markets, CFA, CLOs, Leveraged Lending, Cash Flow Lending, Senior Debt, Credit, Investments, Trading
Education
The University of Texas at Austin 1997 — 2002
BBA, Finance
David LeResche David LeResche's J.P. Morgan Experience December 2013 - Present
Job Corporate Strategy Associate, Consumer & Community Banking at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
J.P. Morgan December 2013 - Present
J.P. Morgan April 2013 - Present
J.P. Morgan June 2011 - March 2013
Tufts Personalized Performance Program January 2009 - May 2011
JP Morgan June 2010 - August 2010
Skills
Financial Analysis, Fixed Income, Financial Modeling, Management, Asset Management
Education
Tufts University 2007 — 2011
B.A., Economics and Entrepreneurship--Magna Cum Laude
John Burroughs School 2001 — 2007
JPMorgan Chase & Co. August 2015 - Present
J.P. Morgan December 2013 - Present
J.P. Morgan April 2013 - Present
J.P. Morgan June 2011 - March 2013
Tufts Personalized Performance Program January 2009 - May 2011
JP Morgan June 2010 - August 2010
Skills
Financial Analysis, Fixed Income, Financial Modeling, Management, Asset Management
Education
Tufts University 2007 — 2011
B.A., Economics and Entrepreneurship--Magna Cum Laude
John Burroughs School 2001 — 2007
Michael Freiburg Michael Freiburg's J.P. Morgan Experience August 2003 - Present
Job Banker at JP Morgan
Industry Banking
Experience
JP Morgan August 2003 - Present
A.G. Edwards & Sons, Inc. January 2002 - August 2003
Advanced Equities June 2001 - January 2002
Skills
Wealth Management..., Strategic Financial..., Investments, Loans, Mergers & Acquisitions, Estate Planning, Asset Allocation, Banking, Private Equity, Valuation, Credit Analysis, Financial Modeling, Financial Analysis, Commercial Banking, Credit, Portfolio Management, Hedge Funds, Corporate Finance, Commercial Lending, High Net Worth..., Small Business Lending
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
Masters, Business Administration
Truman State University 1996 — 2001
Bachelors of Science, Finance
Quincy Notre Dame 1992 — 1996
JP Morgan August 2003 - Present
A.G. Edwards & Sons, Inc. January 2002 - August 2003
Advanced Equities June 2001 - January 2002
Skills
Wealth Management..., Strategic Financial..., Investments, Loans, Mergers & Acquisitions, Estate Planning, Asset Allocation, Banking, Private Equity, Valuation, Credit Analysis, Financial Modeling, Financial Analysis, Commercial Banking, Credit, Portfolio Management, Hedge Funds, Corporate Finance, Commercial Lending, High Net Worth..., Small Business Lending
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
Masters, Business Administration
Truman State University 1996 — 2001
Bachelors of Science, Finance
Quincy Notre Dame 1992 — 1996
Ellen Dutton, CISSP Ellen Dutton, CISSP's J.P. Morgan Experience September 2008 - April 2009
Job Sr Consultant for Information Security and Risk at Electronic Data InfoSEC
Industry Information Technology and Services
Experience
Electronic Data InfoSEC September 2013 - Present
HSBC Securities September 2011 - August 2013
ADP and other May 2009 - September 2011
JP Morgan September 2008 - April 2009
Bear Stearns & Co September 2006 - September 2008
EDI, IBM Business Partner February 1982 - September 2006
NeighborCare March 2005 - July 2005
Health And Hospitals Corp July 2004 - December 2004
U.S. Department of the Treasury September 1994 - August 1995
U.S. Government Accountability Office January 1991 - January 1993
Skills
Application Security, Disaster Recovery, Project Management, Risk Assessment, Analysis, Management, Internal Controls, Information Security
Education
Training Camp ISC2 CISSP 2011 — 2011
CISSP Certified Information Systems Security Professional
Post Grad Certif in MIS 1991 — 1993
Certificate, Management Information Systems, General
GAO-George Washington University 1991 — 1992
Graduate Certificate in MIS, MIS
Thomas Edison State College
BS Business Administration, Operations Management focus
Electronic Data InfoSEC September 2013 - Present
HSBC Securities September 2011 - August 2013
ADP and other May 2009 - September 2011
JP Morgan September 2008 - April 2009
Bear Stearns & Co September 2006 - September 2008
EDI, IBM Business Partner February 1982 - September 2006
NeighborCare March 2005 - July 2005
Health And Hospitals Corp July 2004 - December 2004
U.S. Department of the Treasury September 1994 - August 1995
U.S. Government Accountability Office January 1991 - January 1993
Skills
Application Security, Disaster Recovery, Project Management, Risk Assessment, Analysis, Management, Internal Controls, Information Security
Education
Training Camp ISC2 CISSP 2011 — 2011
CISSP Certified Information Systems Security Professional
Post Grad Certif in MIS 1991 — 1993
Certificate, Management Information Systems, General
GAO-George Washington University 1991 — 1992
Graduate Certificate in MIS, MIS
Thomas Edison State College
BS Business Administration, Operations Management focus
William Detwiler William Detwiler's J.P. Morgan Experience 1999 - 2003
Job Chief Financial Officer at Risk Assistance Network + Exchange (RANE)
Industry Information Technology and Services
Experience
Risk Assistance Network + Exchange (RANE) May 2014 - Present
Risk Assistance Network + Exchange (RANE) 2014 - 2015
RBC Capital Markets December 2010 - November 2013
RBS Greenwich Capital April 2009 - October 2010
RBS Greenwich Capital 2006 - 2009
Deutsche Bank 2003 - 2006
JP Morgan 1999 - 2003
Bear, Stearns & Co. 1996 - 1999
Smith Barney, Inc. 1993 - 1996
Credit Suisse 1990 - 1991
Skills
Strategy, Leveraged Finance, Investment Banking, Capital Markets, Fixed Income, Investments, Management, M&A experience, Equities, Mergers & Acquisitions, Corporate Finance, Private Equity, IPO, Finance, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
M.B.A., Emphasis in Finance and Accounting
Trinity College-Hartford 1983 — 1987
B.A., Economics
Tabor Academy
Risk Assistance Network + Exchange (RANE) May 2014 - Present
Risk Assistance Network + Exchange (RANE) 2014 - 2015
RBC Capital Markets December 2010 - November 2013
RBS Greenwich Capital April 2009 - October 2010
RBS Greenwich Capital 2006 - 2009
Deutsche Bank 2003 - 2006
JP Morgan 1999 - 2003
Bear, Stearns & Co. 1996 - 1999
Smith Barney, Inc. 1993 - 1996
Credit Suisse 1990 - 1991
Skills
Strategy, Leveraged Finance, Investment Banking, Capital Markets, Fixed Income, Investments, Management, M&A experience, Equities, Mergers & Acquisitions, Corporate Finance, Private Equity, IPO, Finance, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1993
M.B.A., Emphasis in Finance and Accounting
Trinity College-Hartford 1983 — 1987
B.A., Economics
Tabor Academy
Joseph Charlack, CPA, MBA Joseph Charlack, CPA, MBA's J.P. Morgan Experience May 2000 - January 2005
Job Corporate Controller/Vice President at American Community Bank
Industry Financial Services
Experience
Tutor Doctor December 2010 - Present
American Community Bank May 2013 - Present
Chartis Insurance January 2005 - May 2010
JP Morgan May 2000 - January 2005
MetLife January 1997 - May 2000
MetLife January 1995 - January 1997
MetLife January 1992 - January 1995
MetLife January 1989 - January 1992
MetLife January 1986 - January 1989
Kamerman & Shapiro, CPA's January 1983 - January 1986
Skills
Profit Improvement, Expense Control, Compliance, Sarbanes-Oxley
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
M.B.A, Finance
University at Albany, SUNY 1979 — 1983
BS, Accounting
Tutor Doctor December 2010 - Present
American Community Bank May 2013 - Present
Chartis Insurance January 2005 - May 2010
JP Morgan May 2000 - January 2005
MetLife January 1997 - May 2000
MetLife January 1995 - January 1997
MetLife January 1992 - January 1995
MetLife January 1989 - January 1992
MetLife January 1986 - January 1989
Kamerman & Shapiro, CPA's January 1983 - January 1986
Skills
Profit Improvement, Expense Control, Compliance, Sarbanes-Oxley
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
M.B.A, Finance
University at Albany, SUNY 1979 — 1983
BS, Accounting
David Hines David Hines's J.P. Morgan Experience August 2010 - December 2010
Job Business Analyst Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments February 2015 - May 2015
Fidelity Investments December 2012 - February 2015
Fidelity Investments January 2012 - December 2012
Fidelity Investments December 2010 - January 2012
JP Morgan August 2010 - December 2010
Fidelity Investments January 2010 - August 2010
Marriott International March 2006 - December 2009
Skills
Mutual Funds, Fund Accounting, Fund Of Funds, Accounting, Funding, Financial Analysis, Investments, Financial Modeling, Asset Management, Bloomberg, Securities, Financial Services, Account Reconciliation, Strategic Financial..., Financial Reporting, Equities
Education
The University of Texas at Dallas 2011 — 2014
MBA, Accounting and Finance
University of North Texas
Bachelor, Business Administration; Finance
Fidelity Investments May 2015 - Present
Fidelity Investments February 2015 - May 2015
Fidelity Investments December 2012 - February 2015
Fidelity Investments January 2012 - December 2012
Fidelity Investments December 2010 - January 2012
JP Morgan August 2010 - December 2010
Fidelity Investments January 2010 - August 2010
Marriott International March 2006 - December 2009
Skills
Mutual Funds, Fund Accounting, Fund Of Funds, Accounting, Funding, Financial Analysis, Investments, Financial Modeling, Asset Management, Bloomberg, Securities, Financial Services, Account Reconciliation, Strategic Financial..., Financial Reporting, Equities
Education
The University of Texas at Dallas 2011 — 2014
MBA, Accounting and Finance
University of North Texas
Bachelor, Business Administration; Finance
Lauri Funk Lauri Funk's J.P. Morgan Experience 1991 - 1998
Job Director at Arthur Bell CPAs
Industry Accounting
Experience
Arthur Bell CPAs July 2015 - Present
Arthur Bell, Certified Public Accountants January 2011 - June 2015
State Farm Agent July 2007 - August 2010
Legg Mason October 1999 - June 2007
BT Alex Brown 1998 - 1999
JP Morgan 1991 - 1998
Skills
Strategic Financial..., Accounting, Insurance, Financial Analysis, Financial Reporting, Investments, Financial Accounting, Microsoft Excel, Estate Planning, GAAP, Financial Modeling, Microsoft Word, PowerPoint, Internal Controls, Analysis, Managerial Finance, QuickBooks
Education
Towson University 1987 — 1991
Bachelors, Accounting
Arthur Bell CPAs July 2015 - Present
Arthur Bell, Certified Public Accountants January 2011 - June 2015
State Farm Agent July 2007 - August 2010
Legg Mason October 1999 - June 2007
BT Alex Brown 1998 - 1999
JP Morgan 1991 - 1998
Skills
Strategic Financial..., Accounting, Insurance, Financial Analysis, Financial Reporting, Investments, Financial Accounting, Microsoft Excel, Estate Planning, GAAP, Financial Modeling, Microsoft Word, PowerPoint, Internal Controls, Analysis, Managerial Finance, QuickBooks
Education
Towson University 1987 — 1991
Bachelors, Accounting
Lucian Snow Lucian Snow's J.P. Morgan Experience June 2002 - August 2007
Job Managing Partner at Lumley Jacobs NA. Building Customer Engagement for the Insurance Industry
Industry Insurance
Experience
Lumley Jacobs NA October 2013 - Present
Cheuvreux August 2011 - May 2013
Evolution Securities July 2009 - October 2011
Dresdner Kleinwort September 2007 - June 2009
JP Morgan June 2002 - August 2007
Commerzbank AG November 1998 - May 2002
UBS Investment Bank August 1988 - October 1998
Skills
Business Development, Investment Banking, Customer Engagement, Strategic Communications, Marketing, Business Planning, Institutional..., Entrepreneurship, New Business Development, Financial Modeling, Capital Markets, Securities, Insurance, Business Strategy, Valuation, Financial Services, Equity Derivatives, Equity Trading, Mergers & Acquisitions, Venture Capital, Marketing Strategy, Marketing Communications, General Insurance, Equity Research, Bloomberg, European Union, Asset Managment, Private Equity, Investments, Equities, Alternative Investments, Fixed Income, Hedge Funds, Emerging Markets, Derivatives, Asset Management
Education
Trinity College-Hartford 1984 — 1988
Bachelor's Degree, Political Science
Groton School 1979 — 1984
Lumley Jacobs NA October 2013 - Present
Cheuvreux August 2011 - May 2013
Evolution Securities July 2009 - October 2011
Dresdner Kleinwort September 2007 - June 2009
JP Morgan June 2002 - August 2007
Commerzbank AG November 1998 - May 2002
UBS Investment Bank August 1988 - October 1998
Skills
Business Development, Investment Banking, Customer Engagement, Strategic Communications, Marketing, Business Planning, Institutional..., Entrepreneurship, New Business Development, Financial Modeling, Capital Markets, Securities, Insurance, Business Strategy, Valuation, Financial Services, Equity Derivatives, Equity Trading, Mergers & Acquisitions, Venture Capital, Marketing Strategy, Marketing Communications, General Insurance, Equity Research, Bloomberg, European Union, Asset Managment, Private Equity, Investments, Equities, Alternative Investments, Fixed Income, Hedge Funds, Emerging Markets, Derivatives, Asset Management
Education
Trinity College-Hartford 1984 — 1988
Bachelor's Degree, Political Science
Groton School 1979 — 1984
Remsen Andrew Jennings Remsen Andrew Jennings's J.P. Morgan Experience March 2010 - Present
Job Fund Accounting Specialist Treasury & Securities Services at JP Morgan
Industry Accounting
Experience
JP Morgan March 2010 - Present
Ernst & Young January 2011 - March 2011
The University of Texas at Dallas May 2009 - May 2010
The University of Texas at Dallas August 2008 - May 2009
Ruehl No. 925 May 2006 - December 2008
The University of Texas at Dallas February 2008 - July 2008
Education
The University of Texas at Dallas 2011 — 2012
Master of Science, Accounting, 4.0
The University of Texas at Dallas 2007 — 2011
Bachelor of Science, Accounting and Information Management, Finance, 3.96
JP Morgan March 2010 - Present
Ernst & Young January 2011 - March 2011
The University of Texas at Dallas May 2009 - May 2010
The University of Texas at Dallas August 2008 - May 2009
Ruehl No. 925 May 2006 - December 2008
The University of Texas at Dallas February 2008 - July 2008
Education
The University of Texas at Dallas 2011 — 2012
Master of Science, Accounting, 4.0
The University of Texas at Dallas 2007 — 2011
Bachelor of Science, Accounting and Information Management, Finance, 3.96
Nelson Lam Nelson Lam's J.P. Morgan Experience 1982 - 1985
Job Founder & President, The Lam Group
Industry Investment Management
Experience
The Lam Group, Inc. 2001 - Present
Windermere Investment Associates 1999 - 2000
UBS Securities 1990 - 1996
Merrill Lynch Capital Markets 1987 - 1990
JP Morgan 1982 - 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Tufts University 1978 — 1982
BS, Mechanical Engineering
The Lawrenceville School 1974 — 1978
The Lam Group, Inc. 2001 - Present
Windermere Investment Associates 1999 - 2000
UBS Securities 1990 - 1996
Merrill Lynch Capital Markets 1987 - 1990
JP Morgan 1982 - 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Tufts University 1978 — 1982
BS, Mechanical Engineering
The Lawrenceville School 1974 — 1978
Gabriela Chiribau Gabriela Chiribau's J.P. Morgan Experience August 2005 - June 2006
Job Enterprise Architect
Industry Computer Software
Experience
Spectra Energy January 2012 - Present
Williams Company February 2011 - January 2012
EmLogis May 2010 - May 2011
EmLogis September 2009 - May 2010
Halcyon Consulting LLC July 2006 - September 2009
Pixel Services SRL February 1998 - January 2009
British Petroleum NAGP 2007 - 2009
ABS (American Bureau of Shipping ) October 2006 - April 2007
JP Morgan August 2005 - June 2006
OSSJ 2004 - 2005
Skills
Agile Methodologies, SOA, Web Services, Scrum, Java, Integration, SDLC, .NET, Enterprise Architecture, Java Enterprise Edition, UML, Enterprise Software, Software Engineering, SaaS, Software Design, Oracle, Leadership, Visual Studio, Design Patterns, Microsoft SQL Server, Testing, Software Documentation, MySQL, Web Applications, Linux, Spring, Application Development, Business Intelligence, ASP.NET MVC, Visual Basic, Design Leadership, J2EE, Application Architecture, Agile, Agile Project Management, Solution Architecture, EJB, Tomcat, HTML, JMS, Hibernate, AJAX, SQL, C#, Eclipse, Weblogic, Architectures, IT Strategy, Process Improvement, Project Management
Education
1986 — 1991
M.S, electrical engineeric with a major in computer science
Ferdinand 1982 — 1986
Baccalaureate, Mathemathics and physics
Spectra Energy January 2012 - Present
Williams Company February 2011 - January 2012
EmLogis May 2010 - May 2011
EmLogis September 2009 - May 2010
Halcyon Consulting LLC July 2006 - September 2009
Pixel Services SRL February 1998 - January 2009
British Petroleum NAGP 2007 - 2009
ABS (American Bureau of Shipping ) October 2006 - April 2007
JP Morgan August 2005 - June 2006
OSSJ 2004 - 2005
Skills
Agile Methodologies, SOA, Web Services, Scrum, Java, Integration, SDLC, .NET, Enterprise Architecture, Java Enterprise Edition, UML, Enterprise Software, Software Engineering, SaaS, Software Design, Oracle, Leadership, Visual Studio, Design Patterns, Microsoft SQL Server, Testing, Software Documentation, MySQL, Web Applications, Linux, Spring, Application Development, Business Intelligence, ASP.NET MVC, Visual Basic, Design Leadership, J2EE, Application Architecture, Agile, Agile Project Management, Solution Architecture, EJB, Tomcat, HTML, JMS, Hibernate, AJAX, SQL, C#, Eclipse, Weblogic, Architectures, IT Strategy, Process Improvement, Project Management
Education
1986 — 1991
M.S, electrical engineeric with a major in computer science
Ferdinand 1982 — 1986
Baccalaureate, Mathemathics and physics
Maren Jaffe's J.P. Morgan Experience February 2011 - December 2012
Job Executive Consultant at Rodan + Fields Dermatologists
Industry Cosmetics
Experience
Rodan + Fields Dermatologists February 2015 - Present
JP Morgan February 2011 - December 2012
Common Sense Media January 2009 - February 2010
Louisiana Children's Museum June 2007 - October 2008
Louise S. McGehee School, Pre-Kindergarten and Kindergarten August 2006 - June 2007
Bellevue Middle School January 2006 - May 2006
Shayne Elementary School August 2005 - December 2005
Skills
Fundraising, Non-profits, Event Management, Research, Public Speaking, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Administrative..., Microsoft Word, Editing, Nonprofits, Customer Service, Teaching
Education
Vanderbilt University, Peabody College 2005 — 2006
Master, Education; Elementary Education
Tulane University 2000 — 2004
Bachelor of Arts, Art History; Art Studio and Psychology
Regent's College 2002 — 2003
Rodan + Fields Dermatologists February 2015 - Present
JP Morgan February 2011 - December 2012
Common Sense Media January 2009 - February 2010
Louisiana Children's Museum June 2007 - October 2008
Louise S. McGehee School, Pre-Kindergarten and Kindergarten August 2006 - June 2007
Bellevue Middle School January 2006 - May 2006
Shayne Elementary School August 2005 - December 2005
Skills
Fundraising, Non-profits, Event Management, Research, Public Speaking, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Administrative..., Microsoft Word, Editing, Nonprofits, Customer Service, Teaching
Education
Vanderbilt University, Peabody College 2005 — 2006
Master, Education; Elementary Education
Tulane University 2000 — 2004
Bachelor of Arts, Art History; Art Studio and Psychology
Regent's College 2002 — 2003
Sarah Adams Anderson's J.P. Morgan Experience April 2011 - March 2012
Job Investing in innovation for a better tomorrow
Industry Financial Services
Experience
Cintrifuse March 2013 - Present
JP Morgan April 2011 - March 2012
RBC Capital Markets July 2008 - March 2011
Cooper Capital Management LLC May 2007 - August 2007
SCAG 2004 - 2006
Skills
Financial Modeling, Corporate Finance, Enterprise Valuation, Investment Valuation, Due Diligence
Education
UCLA Anderson School of Management 2005 — 2008
MBA, Finance
University of Florida 1997 — 2001
B.S., Interdisciplinary Studies in International Health (Minor: Economics)
Cintrifuse March 2013 - Present
JP Morgan April 2011 - March 2012
RBC Capital Markets July 2008 - March 2011
Cooper Capital Management LLC May 2007 - August 2007
SCAG 2004 - 2006
Skills
Financial Modeling, Corporate Finance, Enterprise Valuation, Investment Valuation, Due Diligence
Education
UCLA Anderson School of Management 2005 — 2008
MBA, Finance
University of Florida 1997 — 2001
B.S., Interdisciplinary Studies in International Health (Minor: Economics)
James Engelbrecht James Engelbrecht's J.P. Morgan Experience August 2004 - May 2006
Job Senior Portfolio Manager at BBVA Compass
Industry Financial Services
Experience
BBVA Compass March 2015 - Present
Paul Comstock Partners August 2009 - March 2015
Woodway Financial Advisors September 2007 - January 2009
JP Morgan August 2004 - May 2006
Cougar Investment Fund, LLC August 2004 - December 2005
Merrill Lynch & Co. August 2002 - March 2004
US Army May 1997 - May 2002
Skills
Portfolio Management, Equity Research, Equity Analysis, Wealth Management, Equity Valuation, Debt, Bonds, Money Management, Financial Research, Equities, Finance, Trading, Leadership, Asset Allocation, Investment Management, Private Equity, Valuation, Due Diligence, Asset Managment, Mutual Funds, Investments, Investment Banking, Asset Management, Investment Advisory, Financial Modeling, Strategy, Financial Advisory, Hedge Funds, Commodity, Financial Services, Fixed Income, Bloomberg, Analysis, Securities, Series 7, Investment Strategies, Alternative Investments, Capital Markets, Series 63, ETFs, Emerging Markets, Venture Capital, Derivatives
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
MBA, Finance
University of Houston, C.T. Bauer College of Business 2003 — 2005
Graduate Certificate, Financial Services Management
United States Military Academy at West Point 1993 — 1997
BS, American Legal System and Systems Engineering
McCullough 1988 — 1992
BBVA Compass March 2015 - Present
Paul Comstock Partners August 2009 - March 2015
Woodway Financial Advisors September 2007 - January 2009
JP Morgan August 2004 - May 2006
Cougar Investment Fund, LLC August 2004 - December 2005
Merrill Lynch & Co. August 2002 - March 2004
US Army May 1997 - May 2002
Skills
Portfolio Management, Equity Research, Equity Analysis, Wealth Management, Equity Valuation, Debt, Bonds, Money Management, Financial Research, Equities, Finance, Trading, Leadership, Asset Allocation, Investment Management, Private Equity, Valuation, Due Diligence, Asset Managment, Mutual Funds, Investments, Investment Banking, Asset Management, Investment Advisory, Financial Modeling, Strategy, Financial Advisory, Hedge Funds, Commodity, Financial Services, Fixed Income, Bloomberg, Analysis, Securities, Series 7, Investment Strategies, Alternative Investments, Capital Markets, Series 63, ETFs, Emerging Markets, Venture Capital, Derivatives
Education
University of Houston, C.T. Bauer College of Business 2004 — 2007
MBA, Finance
University of Houston, C.T. Bauer College of Business 2003 — 2005
Graduate Certificate, Financial Services Management
United States Military Academy at West Point 1993 — 1997
BS, American Legal System and Systems Engineering
McCullough 1988 — 1992
Tiffany Barbara, CTFA's J.P. Morgan Experience 1996 - 2005
Job Senior Director Team Leader
Industry Investment Management
Experience
BNY Mellon Wealth Management September 2012 - Present
Bessemer Trust April 2009 - September 2012
Goldman Sachs March 2005 - June 2008
JP Morgan 1996 - 2005
Merrill Lynch 1994 - 1996
Prudential Financial 1990 - 1992
Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Equities, Financial Services, Financial Analysis, Private Equity, Securities, Investment Management, Financial Advisory, Private Banking, Due Diligence, Risk Management, Management, Fixed Income, Estate Planning
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Los Angeles 1986 — 1990
BA, Sociology w/ Business Emphasis
BNY Mellon Wealth Management September 2012 - Present
Bessemer Trust April 2009 - September 2012
Goldman Sachs March 2005 - June 2008
JP Morgan 1996 - 2005
Merrill Lynch 1994 - 1996
Prudential Financial 1990 - 1992
Skills
Investments, Asset Managment, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Asset Management, Equities, Financial Services, Financial Analysis, Private Equity, Securities, Investment Management, Financial Advisory, Private Banking, Due Diligence, Risk Management, Management, Fixed Income, Estate Planning
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA, Finance
University of California, Los Angeles 1986 — 1990
BA, Sociology w/ Business Emphasis
Jayne Grant Jayne Grant's J.P. Morgan Experience July 1995 - March 1999
Job PMP. ACMA.
Industry Financial Services
Experience
Bank of Montreal August 2011 - Present
Commerzbank AG October 2009 - August 2011
Dresdner Kleinwort April 2004 - October 2009
Dresdner Kleinwort June 2001 - April 2004
Dresdner Kleinwort March 1999 - June 2001
JP Morgan July 1995 - March 1999
Skills
Capital Markets, Derivatives, Equities, Debt, Project Management, Investment Banking, Fixed Income, Equity Derivatives, Credit, Trading Systems, Back Office, Credit Risk, Credit Derivatives, Structured Products, Interest Rate..., Operational Risk..., Options, AML, CDS
Education
University of Kent 1991 — 1995
BSc (Hons) 1st Class, European Management Science (French)
Université Jean Moulin (Lyon III) 1993 — 1994
Maitrise Mention Bien, Administration des Entreprises et Societes
Bank of Montreal August 2011 - Present
Commerzbank AG October 2009 - August 2011
Dresdner Kleinwort April 2004 - October 2009
Dresdner Kleinwort June 2001 - April 2004
Dresdner Kleinwort March 1999 - June 2001
JP Morgan July 1995 - March 1999
Skills
Capital Markets, Derivatives, Equities, Debt, Project Management, Investment Banking, Fixed Income, Equity Derivatives, Credit, Trading Systems, Back Office, Credit Risk, Credit Derivatives, Structured Products, Interest Rate..., Operational Risk..., Options, AML, CDS
Education
University of Kent 1991 — 1995
BSc (Hons) 1st Class, European Management Science (French)
Université Jean Moulin (Lyon III) 1993 — 1994
Maitrise Mention Bien, Administration des Entreprises et Societes
Lei Ye, MBA, PE Lei Ye, MBA, PE's J.P. Morgan Experience June 2009 - October 2009
Job Energy Market Operations Supervisor (Real TIme, Day Ahead and Gas trading) at Austin Energy
Industry Utilities
Experience
Austin Energy April 2015 - Present
Austin Energy August 2013 - April 2015
Austin Energy February 2005 - August 2013
JP Morgan June 2009 - October 2009
ABB March 2001 - February 2005
University of Houston January 2000 - December 2000
Skills
Renewable Energy, Energy, Energy Markets, Smart Grid, Analysis, Energy Management, Power Generation, Integration, Risk Management, Leadership, Commodity Markets, Process Improvement, SCADA, Power Plants, Power Systems, Natural Gas, Solar Energy, Engineering, Energy Efficiency, Data Analysis, Electricity Markets, Electrical Engineering, Sustainable Energy, Energy Policy, Commodity, Portfolio Management, Financial Modeling, GMS, Demand Response, Software Documentation, Wind, Alternative Energy, Smart Metering, Power Trading, Market, Market Risk, energy trading risk..., Generation Management..., Nuclear, Energy Derivatives, Trading, Natural Gas Trading, energy trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2011
MBA
University of Houston 1997 — 2001
Bachelor of Science, Electrical Engineering (BSEE)
Austin Energy April 2015 - Present
Austin Energy August 2013 - April 2015
Austin Energy February 2005 - August 2013
JP Morgan June 2009 - October 2009
ABB March 2001 - February 2005
University of Houston January 2000 - December 2000
Skills
Renewable Energy, Energy, Energy Markets, Smart Grid, Analysis, Energy Management, Power Generation, Integration, Risk Management, Leadership, Commodity Markets, Process Improvement, SCADA, Power Plants, Power Systems, Natural Gas, Solar Energy, Engineering, Energy Efficiency, Data Analysis, Electricity Markets, Electrical Engineering, Sustainable Energy, Energy Policy, Commodity, Portfolio Management, Financial Modeling, GMS, Demand Response, Software Documentation, Wind, Alternative Energy, Smart Metering, Power Trading, Market, Market Risk, energy trading risk..., Generation Management..., Nuclear, Energy Derivatives, Trading, Natural Gas Trading, energy trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2011
MBA
University of Houston 1997 — 2001
Bachelor of Science, Electrical Engineering (BSEE)
Stephanie Rajzbaum Pease Stephanie Rajzbaum Pease's J.P. Morgan Experience June 2008 - August 2008
Job
Industry Construction
Experience
Hertz Equipment Rental June 2011 - Present
Hertz August 2009 - May 2011
JP Morgan June 2008 - August 2008
Mazars September 2002 - July 2007
Skills
Process Improvement, Six Sigma, Black Belt, Continuous Improvement, Business Process Mapping, Problem Solving, DMAIC, Management Consulting, Internal Audit, Financial Modeling, Auditing, Financial Analysis, Risk Management, Due Diligence, Corporate Finance, Finance, Accounting, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
Université Paris Dauphine 1997 — 2002
Masters Degree
Hertz Equipment Rental June 2011 - Present
Hertz August 2009 - May 2011
JP Morgan June 2008 - August 2008
Mazars September 2002 - July 2007
Skills
Process Improvement, Six Sigma, Black Belt, Continuous Improvement, Business Process Mapping, Problem Solving, DMAIC, Management Consulting, Internal Audit, Financial Modeling, Auditing, Financial Analysis, Risk Management, Due Diligence, Corporate Finance, Finance, Accounting, Business Strategy
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA
Université Paris Dauphine 1997 — 2002
Masters Degree
Rick Lechtman's J.P. Morgan Experience February 1999 - June 2000
Job Eastern Director, National Office & Industrial Property Group at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap August 2013 - Present
Ackman-Ziff Real Estate Group November 2002 - August 2013
NAIOP: NYC Chapter September 2008 - December 2009
CBRE/LJ Melody January 2001 - November 2002
JP Morgan February 1999 - June 2000
Nomura January 1996 - February 1999
The New York Mortgage Company 1991 - 1995
Skills
Expert Negotiator, Financial Analysis, Strong Business Acumen, Capital Markets, Mortgage, Structuring, Debt, Real Estate, Real Estate Investment, Real Estate Finance, Mezzanine, Real Estate Development, Loans, Investment Properties, Dispositions, Brokerage, Underwriting, Real Estate Transactions, Financial Structuring, Real Estate Economics, Disposition, Mortgage Lending, Negotiation, Commercial Mortgages, Asset Management, Restructuring, Mergers & Acquisitions, Finance, Joint Ventures, Investments, Valuation, Corporate Real Estate, Construction Loans, Commercial Real Estate, International Real..., Financial Modeling, Real Estate Financing, Loan Origination, Leases, Due Diligence, Real Estate Private..., Property Management, Location Intelligence, Shopping Centers, Private Equity, Securitization, Equities, Structured Finance, Apartments, CMBS
Education
NYU Schack Institute of Real Estate 2000 — 2002
Advanced Professional Certificate in Real Estate, Real Estate Finance
Tulane University 1984 — 1989
Bachelor of Arts, Political Economy
Millburn Senior High School 1980 — 1984
High School
Marcus & Millichap August 2013 - Present
Ackman-Ziff Real Estate Group November 2002 - August 2013
NAIOP: NYC Chapter September 2008 - December 2009
CBRE/LJ Melody January 2001 - November 2002
JP Morgan February 1999 - June 2000
Nomura January 1996 - February 1999
The New York Mortgage Company 1991 - 1995
Skills
Expert Negotiator, Financial Analysis, Strong Business Acumen, Capital Markets, Mortgage, Structuring, Debt, Real Estate, Real Estate Investment, Real Estate Finance, Mezzanine, Real Estate Development, Loans, Investment Properties, Dispositions, Brokerage, Underwriting, Real Estate Transactions, Financial Structuring, Real Estate Economics, Disposition, Mortgage Lending, Negotiation, Commercial Mortgages, Asset Management, Restructuring, Mergers & Acquisitions, Finance, Joint Ventures, Investments, Valuation, Corporate Real Estate, Construction Loans, Commercial Real Estate, International Real..., Financial Modeling, Real Estate Financing, Loan Origination, Leases, Due Diligence, Real Estate Private..., Property Management, Location Intelligence, Shopping Centers, Private Equity, Securitization, Equities, Structured Finance, Apartments, CMBS
Education
NYU Schack Institute of Real Estate 2000 — 2002
Advanced Professional Certificate in Real Estate, Real Estate Finance
Tulane University 1984 — 1989
Bachelor of Arts, Political Economy
Millburn Senior High School 1980 — 1984
High School
David Pinn David Pinn's J.P. Morgan Experience June 2006 - August 2006
Job VP Finance at Antenna 79
Industry Wireless
Experience
Antenna 79 May 2014 - Present
Qualcomm June 2008 - May 2014
Silver Spring Networks June 2007 - August 2007
JP Morgan June 2006 - August 2006
Teradyne September 2000 - July 2006
Skills
Semiconductors, Competitive Analysis, Go-to-market Strategy, Start-ups, Wireless, Telecommunications, Business Strategy, Mobile Devices, Strategic Planning, New Business Development, Financial Modeling, Business Planning, Entrepreneurship, Strategy, Market Analysis, Marketing Strategy, Mergers & Acquisitions, Analytics, Finance
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
MBA, Business
The University of Texas at Austin 1996 — 2000
BSEE, Electrical Engineering
Antenna 79 May 2014 - Present
Qualcomm June 2008 - May 2014
Silver Spring Networks June 2007 - August 2007
JP Morgan June 2006 - August 2006
Teradyne September 2000 - July 2006
Skills
Semiconductors, Competitive Analysis, Go-to-market Strategy, Start-ups, Wireless, Telecommunications, Business Strategy, Mobile Devices, Strategic Planning, New Business Development, Financial Modeling, Business Planning, Entrepreneurship, Strategy, Market Analysis, Marketing Strategy, Mergers & Acquisitions, Analytics, Finance
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
MBA, Business
The University of Texas at Austin 1996 — 2000
BSEE, Electrical Engineering
Razeeb Ahmed Razeeb Ahmed's J.P. Morgan Experience December 2010 - Present
Job Finance Manager. at Lexus Of Queens
Industry Banking
Experience
Lexus Of Queens October 2011 - Present
JP Morgan December 2010 - Present
AMERICA HONDA FINANCIAL SVC February 2004 - December 2010
Hotel Shoreham May 2000 - July 2006
Education
Touro College 2001 — 2005
bachelors, Business Management
Lexus Of Queens October 2011 - Present
JP Morgan December 2010 - Present
AMERICA HONDA FINANCIAL SVC February 2004 - December 2010
Hotel Shoreham May 2000 - July 2006
Education
Touro College 2001 — 2005
bachelors, Business Management
Regina Miyojim Regina Miyojim's J.P. Morgan Experience October 2010 - November 2011
Job
Industry Financial Services
Experience
JPMorgan Chase February 2013 - Present
Open Trajectory LLC March 2012 - Present
JPMorgan Chase May 2012 - January 2013
JP Morgan October 2010 - November 2011
Microsoft January 2009 - October 2009
Seattle Public Utilities September 2006 - June 2008
George S May International Company August 2005 - April 2006
Idaho Technology May 2004 - August 2004
BDO Directa January 1998 - October 2000
Skills
Project Planning, Risk Management, Risk Analysis, Risk Mitigation, Due Diligence, Self Starter, Agile Project Management, Interdepartmental..., Negotiation, Requirements Gathering, Requirements Analysis, Requirements Management, Schedule Management, Scope Management, Excel, MS Project, Project Implementation, Project Delivery, Accounting, Financial Analysis, SharePoint, Visio, PowerPoint, Continuous Improvement, Banking, Status Reporting, Budget Tracking, Process Optimization, Problem Solving, Code Compliance, Quality Management, Karate, Kickboxing, Reports, Entrepreneurship, Budgets, Financial Modeling
Education
University of Utah - David Eccles School of Business 2003 — 2005
MBA, Management
Universidade de Brasília 1992 — 1996
Bachelor, Accounting Science
JPMorgan Chase February 2013 - Present
Open Trajectory LLC March 2012 - Present
JPMorgan Chase May 2012 - January 2013
JP Morgan October 2010 - November 2011
Microsoft January 2009 - October 2009
Seattle Public Utilities September 2006 - June 2008
George S May International Company August 2005 - April 2006
Idaho Technology May 2004 - August 2004
BDO Directa January 1998 - October 2000
Skills
Project Planning, Risk Management, Risk Analysis, Risk Mitigation, Due Diligence, Self Starter, Agile Project Management, Interdepartmental..., Negotiation, Requirements Gathering, Requirements Analysis, Requirements Management, Schedule Management, Scope Management, Excel, MS Project, Project Implementation, Project Delivery, Accounting, Financial Analysis, SharePoint, Visio, PowerPoint, Continuous Improvement, Banking, Status Reporting, Budget Tracking, Process Optimization, Problem Solving, Code Compliance, Quality Management, Karate, Kickboxing, Reports, Entrepreneurship, Budgets, Financial Modeling
Education
University of Utah - David Eccles School of Business 2003 — 2005
MBA, Management
Universidade de Brasília 1992 — 1996
Bachelor, Accounting Science
Daniel Schmitz Daniel Schmitz's J.P. Morgan Experience July 2010 - July 2013
Job Vice President at Stonepeak Infrastructure Partners
Industry Venture Capital & Private Equity
Experience
Stonepeak Infrastructure Partners July 2013 - Present
J.P. Morgan July 2010 - July 2013
JP Morgan June 2009 - August 2009
IBM Global Business Services September 2006 - August 2008
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Tulane University 2005 — 2006
MA, Economics, 3.8 GPA
Tulane University 2002 — 2005
BS, Economics, 3.9 GPA
Stonepeak Infrastructure Partners July 2013 - Present
J.P. Morgan July 2010 - July 2013
JP Morgan June 2009 - August 2009
IBM Global Business Services September 2006 - August 2008
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA
Tulane University 2005 — 2006
MA, Economics, 3.8 GPA
Tulane University 2002 — 2005
BS, Economics, 3.9 GPA
Jason Lovelace Jason Lovelace's J.P. Morgan Experience 2008 - 2011
Job Director Product Management at ADP
Industry Information Technology and Services
Experience
ADP March 2014 - Present
ADP Dealer Services 2012 - 2014
TMP Worldwide 2011 - August 2012
JP Morgan 2008 - 2011
Synovate 2004 - 2008
Micros Systems 1997 - 2000
Skills
Product Development, Agile Methodologies, Cross-functional Team..., Customer Insight, Competitive Analysis, Customer Experience, Product Management, Project Management, Financial Services, User Experience, Management, Agile Project Management, SaaS, Scrum, Requirements Analysis, Strategy, Software Development
Education
The University of Texas at Austin 1989 — 1993
BA, English/Journalism
ADP March 2014 - Present
ADP Dealer Services 2012 - 2014
TMP Worldwide 2011 - August 2012
JP Morgan 2008 - 2011
Synovate 2004 - 2008
Micros Systems 1997 - 2000
Skills
Product Development, Agile Methodologies, Cross-functional Team..., Customer Insight, Competitive Analysis, Customer Experience, Product Management, Project Management, Financial Services, User Experience, Management, Agile Project Management, SaaS, Scrum, Requirements Analysis, Strategy, Software Development
Education
The University of Texas at Austin 1989 — 1993
BA, English/Journalism
Jeff Forbis Jeff Forbis's J.P. Morgan Experience 1979 - 1983
Job SVP Energy Group Manager at BB&T Capital Markets
Industry Banking
Experience
BB&T Capital Markets 2011 - Present
Sterling Bank 2005 - 2011
Invensys plc 2002 - 2004
Enron Energy Services 2000 - 2001
Enron, Inc. 1999 - 2001
Koch Industries 1997 - 1999
Bank of America 1983 - 1997
NationsBank Capital Markets 1988 - 1993
JP Morgan 1979 - 1983
Skills
Loan Origination, Financial Structuring, Energy, Financial Modeling, Mergers, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Risk Management, Strategic Planning, Investments, Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
MBA, Finance
Tulane University 1973 — 1977
BA, Economics
BB&T Capital Markets 2011 - Present
Sterling Bank 2005 - 2011
Invensys plc 2002 - 2004
Enron Energy Services 2000 - 2001
Enron, Inc. 1999 - 2001
Koch Industries 1997 - 1999
Bank of America 1983 - 1997
NationsBank Capital Markets 1988 - 1993
JP Morgan 1979 - 1983
Skills
Loan Origination, Financial Structuring, Energy, Financial Modeling, Mergers, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Risk Management, Strategic Planning, Investments, Forecasting
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1979
MBA, Finance
Tulane University 1973 — 1977
BA, Economics
Daren Pon Daren Pon's J.P. Morgan Experience June 2009 - August 2009
Job Senior Consultant at FinServ Consulting
Industry Management Consulting
Experience
FinServ Consulting April 2014 - Present
Morgan Stanley June 2010 - April 2014
NYS Center for Information Forensics and Assurance July 2006 - April 2013
JP Morgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Merrill Lynch January 2008 - January 2008
Skills
Business Analysis, Project Management, Microsoft Excel, VBA, Fixed Income, Wealth Management, Bloomberg Terminal, FINRA, Financial Modeling, Financial Analysis, Investments, Fund Of Funds, Bloomberg, Valuation, Risk Management, Hedge Funds, Equity Research, Equities, Equity Valuation, Capital Markets, Options, Hedging, Asset Management, Derivatives, Investment Banking, Portfolio Management, Private Equity, Alternative Investments, SQL, Java, VBScript, Artificial Intelligence, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Finance
Education
University at Albany, SUNY 2006 — 2010
Bachelor’s Degree, Financial Analyst Concentration
FinServ Consulting April 2014 - Present
Morgan Stanley June 2010 - April 2014
NYS Center for Information Forensics and Assurance July 2006 - April 2013
JP Morgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Merrill Lynch January 2008 - January 2008
Skills
Business Analysis, Project Management, Microsoft Excel, VBA, Fixed Income, Wealth Management, Bloomberg Terminal, FINRA, Financial Modeling, Financial Analysis, Investments, Fund Of Funds, Bloomberg, Valuation, Risk Management, Hedge Funds, Equity Research, Equities, Equity Valuation, Capital Markets, Options, Hedging, Asset Management, Derivatives, Investment Banking, Portfolio Management, Private Equity, Alternative Investments, SQL, Java, VBScript, Artificial Intelligence, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Finance
Education
University at Albany, SUNY 2006 — 2010
Bachelor’s Degree, Financial Analyst Concentration
Chelsea Zhang Chelsea Zhang's J.P. Morgan Experience June 2009 - August 2009
Job
Industry Investment Banking
Experience
Barclays Investment Bank 2014 - Present
Barclays Capital June 2010 - 2013
JP Morgan June 2009 - August 2009
China International Capital Corporation Limited June 2007 - June 2008
Lazard Asia December 2005 - June 2007
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
Master, MBA
University of Cambridge 2004 — 2005
Mphil, Bioscience Enterprise
Tsinghua University 1999 — 2003
B.A, Bioscience
Barclays Investment Bank 2014 - Present
Barclays Capital June 2010 - 2013
JP Morgan June 2009 - August 2009
China International Capital Corporation Limited June 2007 - June 2008
Lazard Asia December 2005 - June 2007
Education
University of California, Berkeley, Haas School of Business 2008 — 2010
Master, MBA
University of Cambridge 2004 — 2005
Mphil, Bioscience Enterprise
Tsinghua University 1999 — 2003
B.A, Bioscience
Kara Gilman Kara Gilman's J.P. Morgan Experience 1996 - 2001
Job Senior Vice President at Income Research & Management
Industry Financial Services
Experience
Income Research & Management February 2007 - Present
McKinley Capital Management 2005 - 2006
State Street Research 2003 - 2004
Putnam Investments 2001 - 2003
JP Morgan 1996 - 2001
Phoenix Life Insurance Company 1993 - 1995
Skills
Fixed Income, Asset Managment
Education
The American International University in London 1999 — 2000
MBA
University of Maine 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Tilburg University 1990 — 1991
Income Research & Management February 2007 - Present
McKinley Capital Management 2005 - 2006
State Street Research 2003 - 2004
Putnam Investments 2001 - 2003
JP Morgan 1996 - 2001
Phoenix Life Insurance Company 1993 - 1995
Skills
Fixed Income, Asset Managment
Education
The American International University in London 1999 — 2000
MBA
University of Maine 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
Tilburg University 1990 — 1991
Michael Sabre Michael Sabre's J.P. Morgan Experience 1989 - 1991
Job CFO / CCO at Mount Yale Capital Group
Industry Financial Services
Experience
Mount Yale Capital Group January 2004 - Present
Capital Management Partners, LLC 1992 - 2003
JP Morgan 1989 - 1991
Skills
Equities, Asset Managment, Financial Analysis, Investments, Bloomberg, Alternative Investments, Fund Of Funds, Hedge Funds, Securities, Mutual Funds, Financial Modeling, Corporate Finance, Fixed Income, Finance, Private Equity, Asset Management, Auditing, Investment Strategies, Asset Allocation, Valuation, Due Diligence
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
University of Minnesota-Twin Cities
B.S., Economics / Political Science
Mount Yale Capital Group January 2004 - Present
Capital Management Partners, LLC 1992 - 2003
JP Morgan 1989 - 1991
Skills
Equities, Asset Managment, Financial Analysis, Investments, Bloomberg, Alternative Investments, Fund Of Funds, Hedge Funds, Securities, Mutual Funds, Financial Modeling, Corporate Finance, Fixed Income, Finance, Private Equity, Asset Management, Auditing, Investment Strategies, Asset Allocation, Valuation, Due Diligence
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
University of Minnesota-Twin Cities
B.S., Economics / Political Science
Robin Ardeshir's J.P. Morgan Experience July 2006 - September 2006
Job Head of Plug and Play Media & Mobile
Industry Venture Capital & Private Equity
Experience
Plug and Play Ventures October 2013 - Present
Axel Springer Plug and Play Accelerator May 2013 - Present
Plug and Play Tech Center January 2012 - Present
Hilkoo July 2009 - September 2010
JP Morgan July 2006 - September 2006
Bear Stearns July 2005 - September 2005
Skills
Venture Capital, Entrepreneurship, Strategic Partnerships, Start-ups, Business Development, Marketing Strategy, Business Strategy, Strategy, Social Media Marketing, Corporate Development, Mobile Devices, Product Management, Go-to-market Strategy, Management, Mergers & Acquisitions
Education
University College London, U. of London 2006 — 2009
Bachelor of Science (B.Sc.), BSc (Hons) Economics
Plug and Play Ventures October 2013 - Present
Axel Springer Plug and Play Accelerator May 2013 - Present
Plug and Play Tech Center January 2012 - Present
Hilkoo July 2009 - September 2010
JP Morgan July 2006 - September 2006
Bear Stearns July 2005 - September 2005
Skills
Venture Capital, Entrepreneurship, Strategic Partnerships, Start-ups, Business Development, Marketing Strategy, Business Strategy, Strategy, Social Media Marketing, Corporate Development, Mobile Devices, Product Management, Go-to-market Strategy, Management, Mergers & Acquisitions
Education
University College London, U. of London 2006 — 2009
Bachelor of Science (B.Sc.), BSc (Hons) Economics
Parimal Khatri, MBA, PMP's J.P. Morgan Experience 2009 - April 2011
Job Experienced and Results Driven Project Management Professional
Industry Health, Wellness and Fitness
Experience
McKesson March 2013 - Present
Time Warner Cable April 2011 - March 2013
JP Morgan 2009 - April 2011
Verizon 2004 - 2009
Skills
Project Management, Business Analysis, Cross-functional Team..., Management, Telecommunications, Process Improvement, Visio, Leadership, PMP, Finance, Requirements Analysis, Vendor Management, Project Planning, Program Management, Analysis, Marketing, Strategy, SDLC, Competitive Analysis, Budget Management, Microsoft Project, Project Delivery, Confluence, Internet Explorer, SharePoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Google Chrome, Salesforce.com, Healthcare Information..., Healthcare, Negotiation, Interpersonal..., Internal Communications, Internal & External..., Executive Reporting, Presentation Skills, Organization Skills, Prioritize Workload, Handle Multiple..., Assessment Methodologies, Evaluation Methodologies, Workflow Management, Risk Management, Risk Assessment, Collaborative Leadership, Training, Situational Leadership
Education
The University of Texas at Dallas - School of Management 2005 — 2009
MBA, MBA Finance and Marketing, GPA: 3.8 out of 4.0
The University of Texas at Dallas 1999 — 2003
BSEE, Electrical Engineering
Coppell High School 1995 — 1998
High School Diploma
Saint Mary's School - Nairobi, Kenya 1994 — 1995
GCSE (UK)
McKesson March 2013 - Present
Time Warner Cable April 2011 - March 2013
JP Morgan 2009 - April 2011
Verizon 2004 - 2009
Skills
Project Management, Business Analysis, Cross-functional Team..., Management, Telecommunications, Process Improvement, Visio, Leadership, PMP, Finance, Requirements Analysis, Vendor Management, Project Planning, Program Management, Analysis, Marketing, Strategy, SDLC, Competitive Analysis, Budget Management, Microsoft Project, Project Delivery, Confluence, Internet Explorer, SharePoint, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Google Chrome, Salesforce.com, Healthcare Information..., Healthcare, Negotiation, Interpersonal..., Internal Communications, Internal & External..., Executive Reporting, Presentation Skills, Organization Skills, Prioritize Workload, Handle Multiple..., Assessment Methodologies, Evaluation Methodologies, Workflow Management, Risk Management, Risk Assessment, Collaborative Leadership, Training, Situational Leadership
Education
The University of Texas at Dallas - School of Management 2005 — 2009
MBA, MBA Finance and Marketing, GPA: 3.8 out of 4.0
The University of Texas at Dallas 1999 — 2003
BSEE, Electrical Engineering
Coppell High School 1995 — 1998
High School Diploma
Saint Mary's School - Nairobi, Kenya 1994 — 1995
GCSE (UK)
Sheldon Augustus Fields Sheldon Augustus Fields's J.P. Morgan Experience July 2008 - March 2009
Job MBA Candidate at UCLA Anderson
Industry Consumer Goods
Experience
Nike June 2015 - August 2015
Royal Bank of Scotland June 2009 - August 2014
JP Morgan July 2008 - March 2009
Skills
Portfolio Management, Investment Banking, Fixed Income, CDO, Trading, Financial Structuring, Equities, Financial Modeling, Credit, Financial Analysis, Finance, Banking, Investments
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Strategy and Entertainment
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Economics
Nike June 2015 - August 2015
Royal Bank of Scotland June 2009 - August 2014
JP Morgan July 2008 - March 2009
Skills
Portfolio Management, Investment Banking, Fixed Income, CDO, Trading, Financial Structuring, Equities, Financial Modeling, Credit, Financial Analysis, Finance, Banking, Investments
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (MBA), Strategy and Entertainment
University of Pennsylvania - The Wharton School 2004 — 2008
B.S., Economics
Brad Warren's J.P. Morgan Experience April 2000 - April 2009
Job Insurance Agent at American General Life Companies
Industry Insurance
Experience
Capital One January 2014 - Present
American General Life Companies August 2009 - January 2014
JP Morgan April 2000 - April 2009
Skills
Strategic Planning, Event Planning, Outlook, Risk Management, Strategic Financial..., Finance, Financial Planning, Marketing, Microsoft Excel, Microsoft Office, Social Media, Fundraising
Education
Tulane University - A.B. Freeman School of Business 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
St. Augustine High School 1988 — 1992
Capital One January 2014 - Present
American General Life Companies August 2009 - January 2014
JP Morgan April 2000 - April 2009
Skills
Strategic Planning, Event Planning, Outlook, Risk Management, Strategic Financial..., Finance, Financial Planning, Marketing, Microsoft Excel, Microsoft Office, Social Media, Fundraising
Education
Tulane University - A.B. Freeman School of Business 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
St. Augustine High School 1988 — 1992
Adrian Sapollnik Adrian Sapollnik's J.P. Morgan Experience August 1998 - September 2007
Job Senior Vice President, Strategy & Corporate Development at Omnicom Group
Industry Financial Services
Experience
Omnicom Group January 2011 - Present
Omnicom Group April 2009 - December 2010
Credit Suisse October 2007 - February 2009
JP Morgan August 1998 - September 2007
JPMorgan 1998 - 2007
Coopers & Lybrand August 1992 - August 1996
Skills
Strategy, Mergers, Mergers & Acquisitions, Change Management, Business Strategy, Finance, Corporate Development, Investment Banking, Digital Media, Investor Relations, Strategic Financial..., Equities, Marketing, Mobile Devices, Telecommunications, Analysis, Public Relations, Advertising, Capital Raising, Accounting, Due Diligence, Financial Analysis, Wireless, Financial Modeling, Private Equity
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University at Albany, SUNY 1988 — 1992
BS, Accounting
Omnicom Group January 2011 - Present
Omnicom Group April 2009 - December 2010
Credit Suisse October 2007 - February 2009
JP Morgan August 1998 - September 2007
JPMorgan 1998 - 2007
Coopers & Lybrand August 1992 - August 1996
Skills
Strategy, Mergers, Mergers & Acquisitions, Change Management, Business Strategy, Finance, Corporate Development, Investment Banking, Digital Media, Investor Relations, Strategic Financial..., Equities, Marketing, Mobile Devices, Telecommunications, Analysis, Public Relations, Advertising, Capital Raising, Accounting, Due Diligence, Financial Analysis, Wireless, Financial Modeling, Private Equity
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University at Albany, SUNY 1988 — 1992
BS, Accounting
Krystal Luedecke Krystal Luedecke's J.P. Morgan Experience April 2011 - March 2012
Job Sr Accountant at Kendra Scott
Industry Retail
Experience
Kendra Scott October 2014 - Present
Dirty Work June 2012 - October 2014
JP Morgan April 2011 - March 2012
Omnium LLC July 2008 - June 2011
KPMG Audit September 2006 - June 2008
KPMG 2006 - 2008
Skills
Auditing, Valuation, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, US GAAP, GAAP, Sarbanes-Oxley Act, CPA, Internal Controls
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, MPA, Accounting
Kendra Scott October 2014 - Present
Dirty Work June 2012 - October 2014
JP Morgan April 2011 - March 2012
Omnium LLC July 2008 - June 2011
KPMG Audit September 2006 - June 2008
KPMG 2006 - 2008
Skills
Auditing, Valuation, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, US GAAP, GAAP, Sarbanes-Oxley Act, CPA, Internal Controls
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, MPA, Accounting
Jason Lee Jason Lee's J.P. Morgan Experience 1998 - 2000
Job Managing Director at Oaktree Capital Management
Industry Investment Management
Experience
UCLA Anderson School of Management August 2012 - Present
The EDGE Corporation January 2012 - Present
Oaktree Capital Management July 2009 - Present
GFI Energy (Energy Investments) July 2009 - Present
OpTerra Energy Group October 2010 - July 2012
GFI Energy Ventures 2007 - 2009
Ascend August 2001 - July 2007
Youbet.com 2000 - 2001
JP Morgan 1998 - 2000
Skills
Energy, Renewable Energy, Private Equity, LBO, Energy Efficiency, Investments, Finance, Management Consulting, Sustainable Energy, Energy Services, Due Diligence, Cleantech, Mergers, Project Finance, Alternative Energy, Financial Modeling, Venture Capital, Start-ups, Valuation, Corporate Finance, Solar Energy, Business Strategy, Strategic Planning, Business Planning, Corporate Development, Mergers & Acquisitions, Executive Management, Entrepreneurship, Business Development, Management
Education
UCLA Anderson School of Management 2004 — 2007
MBA, Business (Finance / Strategy emphases)
University of California, Berkeley, Haas School of Business 1993 — 1997
B.S., Business
UCLA Anderson School of Management August 2012 - Present
The EDGE Corporation January 2012 - Present
Oaktree Capital Management July 2009 - Present
GFI Energy (Energy Investments) July 2009 - Present
OpTerra Energy Group October 2010 - July 2012
GFI Energy Ventures 2007 - 2009
Ascend August 2001 - July 2007
Youbet.com 2000 - 2001
JP Morgan 1998 - 2000
Skills
Energy, Renewable Energy, Private Equity, LBO, Energy Efficiency, Investments, Finance, Management Consulting, Sustainable Energy, Energy Services, Due Diligence, Cleantech, Mergers, Project Finance, Alternative Energy, Financial Modeling, Venture Capital, Start-ups, Valuation, Corporate Finance, Solar Energy, Business Strategy, Strategic Planning, Business Planning, Corporate Development, Mergers & Acquisitions, Executive Management, Entrepreneurship, Business Development, Management
Education
UCLA Anderson School of Management 2004 — 2007
MBA, Business (Finance / Strategy emphases)
University of California, Berkeley, Haas School of Business 1993 — 1997
B.S., Business
Karan Nagpal's J.P. Morgan Experience January 2010 - April 2014
Job Assistant Vice President, Derivatives Operations & Collateral Management at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank August 2015 - Present
Nomura Securities April 2014 - July 2015
JP Morgan January 2010 - April 2014
Citi 2007 - 2009
Northern Trust Corporation 2005 - 2007
Skills
Derivatives, Financial Futures, Futures Trading, Commodity Markets, Collateral Management, Equities, Capital Markets, Middle Office, Sungard GMI, Relationship Management, Managed Futures, Hedge Funds, Banking, Hedging, Electronic Trading, Trading Systems, Fund Accounting, Bloomberg, TLM, SWIFT,..., Currency Futures, FX Options, Securities, Fixed Income
Education
Triton-College 2001 — 2004
Business Management and Operations
CJM 1985 — 2000
High School
Deutsche Bank August 2015 - Present
Nomura Securities April 2014 - July 2015
JP Morgan January 2010 - April 2014
Citi 2007 - 2009
Northern Trust Corporation 2005 - 2007
Skills
Derivatives, Financial Futures, Futures Trading, Commodity Markets, Collateral Management, Equities, Capital Markets, Middle Office, Sungard GMI, Relationship Management, Managed Futures, Hedge Funds, Banking, Hedging, Electronic Trading, Trading Systems, Fund Accounting, Bloomberg, TLM, SWIFT,..., Currency Futures, FX Options, Securities, Fixed Income
Education
Triton-College 2001 — 2004
Business Management and Operations
CJM 1985 — 2000
High School
Molly Connelly Molly Connelly's J.P. Morgan Experience July 2010 - October 2012
Job Operations & Finance Associate at Empyrean Capital Partners, LP
Industry Financial Services
Experience
Empyrean Capital Partners, LP May 2014 - Present
Monarch Alternative Capital October 2012 - May 2014
JP Morgan July 2010 - October 2012
University at Albany September 2007 - May 2010
Fisher-Price June 2009 - August 2009
Skills
Bloomberg, Hedge Funds, Derivatives, Capital Markets, Bloomberg Terminal, Valuation, Microsoft Excel, Financial Analysis, Alternative Investments, Fixed Income, Private Equity, Asset Management, Financial Modeling, Securities, Equities, Microsoft Office, Finance
Education
State University of New York at Albany 2006 — 2010
BS, Finance, Marketing, Communications
University at Albany, SUNY 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Empyrean Capital Partners, LP May 2014 - Present
Monarch Alternative Capital October 2012 - May 2014
JP Morgan July 2010 - October 2012
University at Albany September 2007 - May 2010
Fisher-Price June 2009 - August 2009
Skills
Bloomberg, Hedge Funds, Derivatives, Capital Markets, Bloomberg Terminal, Valuation, Microsoft Excel, Financial Analysis, Alternative Investments, Fixed Income, Private Equity, Asset Management, Financial Modeling, Securities, Equities, Microsoft Office, Finance
Education
State University of New York at Albany 2006 — 2010
BS, Finance, Marketing, Communications
University at Albany, SUNY 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Peter Hoang's J.P. Morgan Experience 2004 - 2005
Job Senior Vice President, Business Development & Strategy at Bellicum Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Bellicum Pharmaceuticals, Inc. 2014 - Present
University of Texas MD Anderson Cancer Center 2012 - 2014
CIT Group 2010 - 2012
Oppenheimer & Co. 2005 - November 2010
CIBC World Markets 2005 - 2008
JP Morgan 2004 - 2005
Amgen 2004 - 2004
Merrill Lynch 2000 - 2002
Deutsche Bank 1996 - 2000
Alex. Brown & Sons 1996 - 2000
Skills
Investment Banking, Private Equity, Capital Markets, Valuation, Financial Modeling, LBO, Equities, Venture Capital, Corporate Finance, Private Placements, Corporate Development, Mergers, Due Diligence, Hedge Funds, Fixed Income, Investments, M&A experience, Leveraged Finance, Equity Research, Alternative Investments, Mergers & Acquisitions, Portfolio Management, Financial Structuring, IPO, Emerging Markets, Investor Relations, Business Valuation, Strategy, Finance, Start-ups, Management, Executive Management, Financial Analysis, Acquisitions, Business Strategy, Strategic Planning, Business Development, Asset Management, Financial Advisory, Leadership, Banking, Entrepreneurship, Strategic Partnerships, Market Research, Management Consulting, Market Analysis, Financial Services, Commercialization, Analysis, Negotiation
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
Yale University 1990 — 1994
Bachelor of Arts (B.A.), History
Strathcona-Tweedsmuir School 1985 — 1990
Bellicum Pharmaceuticals, Inc. 2014 - Present
University of Texas MD Anderson Cancer Center 2012 - 2014
CIT Group 2010 - 2012
Oppenheimer & Co. 2005 - November 2010
CIBC World Markets 2005 - 2008
JP Morgan 2004 - 2005
Amgen 2004 - 2004
Merrill Lynch 2000 - 2002
Deutsche Bank 1996 - 2000
Alex. Brown & Sons 1996 - 2000
Skills
Investment Banking, Private Equity, Capital Markets, Valuation, Financial Modeling, LBO, Equities, Venture Capital, Corporate Finance, Private Placements, Corporate Development, Mergers, Due Diligence, Hedge Funds, Fixed Income, Investments, M&A experience, Leveraged Finance, Equity Research, Alternative Investments, Mergers & Acquisitions, Portfolio Management, Financial Structuring, IPO, Emerging Markets, Investor Relations, Business Valuation, Strategy, Finance, Start-ups, Management, Executive Management, Financial Analysis, Acquisitions, Business Strategy, Strategic Planning, Business Development, Asset Management, Financial Advisory, Leadership, Banking, Entrepreneurship, Strategic Partnerships, Market Research, Management Consulting, Market Analysis, Financial Services, Commercialization, Analysis, Negotiation
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
Yale University 1990 — 1994
Bachelor of Arts (B.A.), History
Strathcona-Tweedsmuir School 1985 — 1990
Luiz Guilherme Sauerbronn's J.P. Morgan Experience June 2000 - August 2000
Job Director at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners August 2001 - Present
JP Morgan June 2000 - August 2000
Brookfield Asset Management (Banco Brascan) April 1994 - June 1999
Royal Dutch Shell February 1993 - July 1993
Skills
Valuation, Private Equity, Spanish, Portuguese, English, Equity Research, French, Asset Management, Emerging Markets, Investments
Education
University of California, Berkeley, Haas School of Business 1999 — 2001
MBA, Finance
Universidade Federal do Rio de Janeiro 1991 — 1995
BSc., Economics
Brandes Investment Partners August 2001 - Present
JP Morgan June 2000 - August 2000
Brookfield Asset Management (Banco Brascan) April 1994 - June 1999
Royal Dutch Shell February 1993 - July 1993
Skills
Valuation, Private Equity, Spanish, Portuguese, English, Equity Research, French, Asset Management, Emerging Markets, Investments
Education
University of California, Berkeley, Haas School of Business 1999 — 2001
MBA, Finance
Universidade Federal do Rio de Janeiro 1991 — 1995
BSc., Economics
James Hamilton James Hamilton's J.P. Morgan Experience Managing DirectorIntegrated Finance
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan Managing DirectorIntegrated Finance
Deutsche Bank March 2000 - July 2004
JP Morgan August 1985 - January 2000
Gulf Oil Corporation July 1977 - July 1982
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
MBA, Finance
United States Merchant Marine Academy 1973 — 1977
BS, Marine Transportation
Ladue High School
OLOL
University City High Scool
JP Morgan Managing DirectorIntegrated Finance
Deutsche Bank March 2000 - July 2004
JP Morgan August 1985 - January 2000
Gulf Oil Corporation July 1977 - July 1982
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
MBA, Finance
United States Merchant Marine Academy 1973 — 1977
BS, Marine Transportation
Ladue High School
OLOL
University City High Scool
Olivier Benatar Olivier Benatar's J.P. Morgan Experience September 2000 - May 2001
Job Head of Funding Programs and Investor Relations
Industry Banking
Experience
Dexia September 2009 - Present
Dexia January 2006 - August 2009
UBS Investment Bank May 2001 - October 2005
JP Morgan September 2000 - May 2001
Societe Generale January 1997 - September 2000
Morgan Stanley Smith Barney 1994 - 1997
Paine Webber 1993 - 1994
Skills
FX, Structured Products, Bonds, Funding, Investor Relations, Derivatives, Options, Fixed Income, Interest Rate..., Credit, Origination, FX Options
Education
Université Paris Dauphine 1988 — 1993
Post Graduate Degree (DESS 203), Financial Markets
Dexia September 2009 - Present
Dexia January 2006 - August 2009
UBS Investment Bank May 2001 - October 2005
JP Morgan September 2000 - May 2001
Societe Generale January 1997 - September 2000
Morgan Stanley Smith Barney 1994 - 1997
Paine Webber 1993 - 1994
Skills
FX, Structured Products, Bonds, Funding, Investor Relations, Derivatives, Options, Fixed Income, Interest Rate..., Credit, Origination, FX Options
Education
Université Paris Dauphine 1988 — 1993
Post Graduate Degree (DESS 203), Financial Markets
Ricardo Ludwig, CFP®'s J.P. Morgan Experience May 2015 - Present
Job Vice President at JP Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2015 - Present
JP Morgan July 2012 - May 2015
Lojas Renner December 2011 - March 2012
Mestria Asset Management March 2010 - December 2011
UBS Pactual November 2007 - October 2009
Banco Santander December 2006 - November 2007
Skills
Financial Markets, Investments, Wealth Management, Private Banking, Portfolio Management, Capital Markets, Finance, Fixed Income, Mutual Funds, Equities, Asset Management, Analysis, Banking, Competitive Analysis, Corporate Finance, Derivatives, Financial Analysis, Financial Modeling, Investment Banking, Investor Relations, Management, Private Equity, Risk Management, Trading, Valuation
Education
Universidade Federal do Rio Grande do Sul 2008 — 2010
MBA, Capital Markets
Universidade Federal do Rio Grande do Sul 2003 — 2007
BS, Business
University of North Carolina at Wilmington 2005 — 2006
Exchange Program, Business
J.P. Morgan May 2015 - Present
JP Morgan July 2012 - May 2015
Lojas Renner December 2011 - March 2012
Mestria Asset Management March 2010 - December 2011
UBS Pactual November 2007 - October 2009
Banco Santander December 2006 - November 2007
Skills
Financial Markets, Investments, Wealth Management, Private Banking, Portfolio Management, Capital Markets, Finance, Fixed Income, Mutual Funds, Equities, Asset Management, Analysis, Banking, Competitive Analysis, Corporate Finance, Derivatives, Financial Analysis, Financial Modeling, Investment Banking, Investor Relations, Management, Private Equity, Risk Management, Trading, Valuation
Education
Universidade Federal do Rio Grande do Sul 2008 — 2010
MBA, Capital Markets
Universidade Federal do Rio Grande do Sul 2003 — 2007
BS, Business
University of North Carolina at Wilmington 2005 — 2006
Exchange Program, Business
Andrei Andy Floroiu Andrei Andy Floroiu's J.P. Morgan Experience July 2000 - September 2000
Job
Industry Investment Management
Experience
Armistice Capital January 2013 - Present
Exigo Capital October 2008 - December 2012
Fly for MS February 2010 - June 2012
Invus Public Equities September 2004 - October 2008
McKinsey & Company September 2001 - August 2004
JP Morgan July 2000 - September 2000
Morgan Stanley May 2000 - July 2000
IBM May 1997 - July 1999
Education
Wharton Business School
MBA
University of Maryland
MS
Politehnica University of Bucharest
Engineering Diploma
Armistice Capital January 2013 - Present
Exigo Capital October 2008 - December 2012
Fly for MS February 2010 - June 2012
Invus Public Equities September 2004 - October 2008
McKinsey & Company September 2001 - August 2004
JP Morgan July 2000 - September 2000
Morgan Stanley May 2000 - July 2000
IBM May 1997 - July 1999
Education
Wharton Business School
MBA
University of Maryland
MS
Politehnica University of Bucharest
Engineering Diploma
Peter LaMassa Peter LaMassa's J.P. Morgan Experience 2006 - February 2011
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan March 2006 - Present
JP Morgan 2006 - February 2011
UBS 1999 - 2006
PaineWebber 1999 - 2001
Institutional Investor August 1993 - December 1998
Skills
Private Equity, Hedge Funds, Private Banking, Real Estate, Asset Management, Investments, Alternative Investments, Venture Capital, Fund Of Funds, Wealth Management, Private Wealth..., Wealth Management..., Asset Managment
Education
University at Albany, SUNY 1987 — 1991
Bachelor of Arts, Economics, Business, Journalism
Syosset High School 1984 — 1987
JPMorgan March 2006 - Present
JP Morgan 2006 - February 2011
UBS 1999 - 2006
PaineWebber 1999 - 2001
Institutional Investor August 1993 - December 1998
Skills
Private Equity, Hedge Funds, Private Banking, Real Estate, Asset Management, Investments, Alternative Investments, Venture Capital, Fund Of Funds, Wealth Management, Private Wealth..., Wealth Management..., Asset Managment
Education
University at Albany, SUNY 1987 — 1991
Bachelor of Arts, Economics, Business, Journalism
Syosset High School 1984 — 1987
James Mead's J.P. Morgan Experience 1985 - 1991
Job Board of Directors Easterly Government Properties, Inc.
Industry Real Estate
Experience
Easterly Government Properties, Inc. January 2015 - Present
Tulane University August 2011 - Present
SL Green Realty Corp. November 2010 - January 2015
Strategic Hotels & Resorts November 2004 - March 2010
Irvine Apartment Communities April 1993 - October 1999
The Irvine Company 1991 - 1993
JP Morgan 1985 - 1991
American Management Systems (AMS) 1981 - 1983
Skills
Alternative Investments, Asset Management, Banking, Capital Markets, Commercial Real Estate, Financial Modeling, Financial Reporting, Fundraising, Nonprofits, Portfolio Management, Public Speaking, Start-ups, Strategy, Valuation, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
MBA
Tulane University 1977 — 1981
BSE, Biomedical Engineering
Easterly Government Properties, Inc. January 2015 - Present
Tulane University August 2011 - Present
SL Green Realty Corp. November 2010 - January 2015
Strategic Hotels & Resorts November 2004 - March 2010
Irvine Apartment Communities April 1993 - October 1999
The Irvine Company 1991 - 1993
JP Morgan 1985 - 1991
American Management Systems (AMS) 1981 - 1983
Skills
Alternative Investments, Asset Management, Banking, Capital Markets, Commercial Real Estate, Financial Modeling, Financial Reporting, Fundraising, Nonprofits, Portfolio Management, Public Speaking, Start-ups, Strategy, Valuation, Venture Capital
Education
University of Virginia - Darden Graduate School of Business Administration 1983 — 1985
MBA
Tulane University 1977 — 1981
BSE, Biomedical Engineering
Dennis Nye Dennis Nye's J.P. Morgan Experience March 2012 - April 2013
Job Business Systems Development Manager at AIG
Industry Insurance
Experience
AIG May 2013 - Present
J.P. Morgan March 2012 - April 2013
JP Morgan July 2010 - February 2012
20th Century Fox July 2008 - July 2010
Countrywide Securities Corporation January 2008 - July 2008
Countrywide Securities Corporation January 2007 - December 2007
Countrywide Securities Corporation September 2006 - December 2006
Countrywide Securities Corporation July 2006 - September 2006
Countrywide Securities Corporation January 2006 - July 2006
Core Laboratories September 2005 - December 2005
Skills
Business Intelligence, Microsoft SQL Server, Data Warehousing, Software Development, Analytics, SharePoint, Capital Markets, Software Project..., Oracle, SSIS, Portfolio Management, Portuguese, SSRS, Securitization, Spanish, German, Investment Banking, Film Distribution, SQL Server, SSAS, Mortgage Banking, Film Finance, Management, SQL, Risk Management, Analysis, Databases, Fixed Income, SDLC, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Investran, SunGard Investran, Appian, Business Process...
Education
The University of Texas at Austin 1999 — 2004
Bachelor of Science (BS), Mathematics
The University of Texas at Austin 1999 — 2004
Bachelor of Science (BS), Physics
The University of Texas at Austin 1999 — 2004
Minors - Certificate Programs, Business & Computer Science
Associação Escola Graduada de São Paulo (Graded School) 1997 — 1999
AIG May 2013 - Present
J.P. Morgan March 2012 - April 2013
JP Morgan July 2010 - February 2012
20th Century Fox July 2008 - July 2010
Countrywide Securities Corporation January 2008 - July 2008
Countrywide Securities Corporation January 2007 - December 2007
Countrywide Securities Corporation September 2006 - December 2006
Countrywide Securities Corporation July 2006 - September 2006
Countrywide Securities Corporation January 2006 - July 2006
Core Laboratories September 2005 - December 2005
Skills
Business Intelligence, Microsoft SQL Server, Data Warehousing, Software Development, Analytics, SharePoint, Capital Markets, Software Project..., Oracle, SSIS, Portfolio Management, Portuguese, SSRS, Securitization, Spanish, German, Investment Banking, Film Distribution, SQL Server, SSAS, Mortgage Banking, Film Finance, Management, SQL, Risk Management, Analysis, Databases, Fixed Income, SDLC, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Investran, SunGard Investran, Appian, Business Process...
Education
The University of Texas at Austin 1999 — 2004
Bachelor of Science (BS), Mathematics
The University of Texas at Austin 1999 — 2004
Bachelor of Science (BS), Physics
The University of Texas at Austin 1999 — 2004
Minors - Certificate Programs, Business & Computer Science
Associação Escola Graduada de São Paulo (Graded School) 1997 — 1999
Elliott Etheredge Elliott Etheredge's J.P. Morgan Experience June 2008 - December 2008
Job Chief Strategy Officer at Livingston International
Industry Logistics and Supply Chain
Experience
Livingston International March 2014 - Present
Livingston International October 2013 - March 2014
Livingston International July 2012 - October 2013
Dahlman Rose & Co. April 2009 - June 2012
JP Morgan June 2008 - December 2008
Bear Stearns 1999 - 2007
Sears, Roebuck de Mexico, S.A. de C.V. June 1995 - June 1997
Intertrans Corporation June 1993 - August 1995
Skills
Finance, Mergers & Acquisitions, Strategic Planning, Business Strategy, Strategic Communications, IPO, Debt & Equity Financing, Investment Banking, Divestitures, Capital Raising
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Finance
University of Richmond 1988 — 1992
BA, Spanish, International Studies
Livingston International March 2014 - Present
Livingston International October 2013 - March 2014
Livingston International July 2012 - October 2013
Dahlman Rose & Co. April 2009 - June 2012
JP Morgan June 2008 - December 2008
Bear Stearns 1999 - 2007
Sears, Roebuck de Mexico, S.A. de C.V. June 1995 - June 1997
Intertrans Corporation June 1993 - August 1995
Skills
Finance, Mergers & Acquisitions, Strategic Planning, Business Strategy, Strategic Communications, IPO, Debt & Equity Financing, Investment Banking, Divestitures, Capital Raising
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Finance
University of Richmond 1988 — 1992
BA, Spanish, International Studies
Jane Newton Jane Newton's J.P. Morgan Experience September 1981 - July 1998
Job Partner and Wealth Advisor at RegentAtlantic
Industry Investment Management
Experience
RegentAtlantic Capital, LLC September 2005 - Present
JP Morgan September 1981 - July 1998
Skills
Financial Services, Finance, Investment Banking, Management, Investments, Portfolio Management, Equities, Asset Management, Fixed Income, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Tufts University 1977 — 1981
BA, Economics
RegentAtlantic Capital, LLC September 2005 - Present
JP Morgan September 1981 - July 1998
Skills
Financial Services, Finance, Investment Banking, Management, Investments, Portfolio Management, Equities, Asset Management, Fixed Income, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Tufts University 1977 — 1981
BA, Economics
Nick Ciriello's J.P. Morgan Experience March 1996 - May 1998
Job
Industry Investment Management
Experience
JP Morgan March 1996 - May 1998
Prudential Securities, Inc. 1994 - 1996
Skills
Series 7, Portfolio Management, Investments, Wealth Management..., Equities, Asset Management, Entrepreneurship, Business Development, CIMA, Private Equity, Wealth Management, Asset Managment, Finance, Mutual Funds, Fixed Income, Alternative Investments, Business Strategy, Due Diligence, Asset Allocation
Education
UCLA Anderson School of Management 1998 — 2000
MBA
Yale University 1990 — 1994
BA
CEE
Harvard-Westlake School
JP Morgan March 1996 - May 1998
Prudential Securities, Inc. 1994 - 1996
Skills
Series 7, Portfolio Management, Investments, Wealth Management..., Equities, Asset Management, Entrepreneurship, Business Development, CIMA, Private Equity, Wealth Management, Asset Managment, Finance, Mutual Funds, Fixed Income, Alternative Investments, Business Strategy, Due Diligence, Asset Allocation
Education
UCLA Anderson School of Management 1998 — 2000
MBA
Yale University 1990 — 1994
BA
CEE
Harvard-Westlake School
Melissa Gu's J.P. Morgan Experience 2000 - 2002
Job Credit Manager, Commercial Banking at Citi
Industry Financial Services
Experience
Citibank 2011 - Present
TD Bank 2009 - 2011
Citigroup 2004 - 2008
JP Morgan 2000 - 2002
JP Morgan 1998 - 2000
Skills
Credit Analysis, Commercial Banking, Middle Market, Underwriting, Loans, Healthcare, Syndications
Education
University of California, Los Angeles - The Anderson School of Management
MBA
New York University, Stern School of Business
Bachelor of Science (B.S.)
Citibank 2011 - Present
TD Bank 2009 - 2011
Citigroup 2004 - 2008
JP Morgan 2000 - 2002
JP Morgan 1998 - 2000
Skills
Credit Analysis, Commercial Banking, Middle Market, Underwriting, Loans, Healthcare, Syndications
Education
University of California, Los Angeles - The Anderson School of Management
MBA
New York University, Stern School of Business
Bachelor of Science (B.S.)
Daniel Diaz Torroba's J.P. Morgan Experience February 2010 - July 2014
Job DirectorInvestment Management Credit Suisse
Industry Investment Management
Experience
Credit Suisse July 2014 - Present
JP Morgan February 2010 - July 2014
Skills
Private Banking, Investments, Family Office, Asset Managment, Wealth Management, Financial Modeling, Due Diligence, Financial Structuring, Investment Banking, Equities, Portfolio Management, Private Equity, Investment Advisory, Capital Markets, Emerging Markets, Strategic Financial..., Securities, Alternative Investments, Corporate Finance, Valuation, Fixed Income, Structured Products, Asset Allocation, Investment Management, High Net Worth..., Series 7, Trading, Investment Strategies, Series 63, Credit, Relationship Management, Banking, Asset Management, Financial Services, Finance, Hedge Funds, Financial Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA, Business Administration and Management, General
Universidad de Navarra 1993 — 1997
Business Management and Administration, Business Administration and Management, General
Credit Suisse July 2014 - Present
JP Morgan February 2010 - July 2014
Skills
Private Banking, Investments, Family Office, Asset Managment, Wealth Management, Financial Modeling, Due Diligence, Financial Structuring, Investment Banking, Equities, Portfolio Management, Private Equity, Investment Advisory, Capital Markets, Emerging Markets, Strategic Financial..., Securities, Alternative Investments, Corporate Finance, Valuation, Fixed Income, Structured Products, Asset Allocation, Investment Management, High Net Worth..., Series 7, Trading, Investment Strategies, Series 63, Credit, Relationship Management, Banking, Asset Management, Financial Services, Finance, Hedge Funds, Financial Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2003 — 2005
MBA, Business Administration and Management, General
Universidad de Navarra 1993 — 1997
Business Management and Administration, Business Administration and Management, General
Michelle Lapuente's J.P. Morgan Experience June 2007 - December 2011
Job
Industry Computer & Network Security
Experience
High Five Events April 2007 - July 2012
JP Morgan June 2007 - December 2011
Skills
Account Management, Event Planning, Salesforce.com, Event Management, Sales, Marketing, CRM, Sales Operations, Customer Service, Social Media, Social Networking, Marketing Strategy, Microsoft Office, Management, Business Development, Customer Retention, Leadership, Sales Process, Lead Generation, Recruiting, Customer Engagement, Email Marketing, Team Leadership, Strategic Partnerships, Direct Sales, Cold Calling, Training, Coaching, SaaS, Professional Services, Selling, B2B, Product Marketing, Solution Selling, Start-ups, Online Marketing, Networking, Strategy
Education
University of Texas, Austin
BA
High Five Events April 2007 - July 2012
JP Morgan June 2007 - December 2011
Skills
Account Management, Event Planning, Salesforce.com, Event Management, Sales, Marketing, CRM, Sales Operations, Customer Service, Social Media, Social Networking, Marketing Strategy, Microsoft Office, Management, Business Development, Customer Retention, Leadership, Sales Process, Lead Generation, Recruiting, Customer Engagement, Email Marketing, Team Leadership, Strategic Partnerships, Direct Sales, Cold Calling, Training, Coaching, SaaS, Professional Services, Selling, B2B, Product Marketing, Solution Selling, Start-ups, Online Marketing, Networking, Strategy
Education
University of Texas, Austin
BA
Mike Fatal's J.P. Morgan Experience April 1996 - September 1997
Job
Industry Information Technology and Services
Experience
Credit Suisse October 2006 - Present
Credit Suisse February 2000 - October 2006
Donaldson, Lufkin & Jenrette September 1997 - December 2000
JP Morgan April 1996 - September 1997
Rolex - U.S.A. 1996 - 1997
Skills
Information Security..., Information Security..., Risk Management, Risk Analysis, Process Improvement, Security Operations, Firewall Security., Mobile Security, Network Security, Network Design, Wireless Security, Mobile technologies, Project Coordination, Disaster Recovery, Windows Server 2008, Outstanding Customer..., Business Continuity..., Vendor Management, Third Party Vendor..., Cloud Security, Security, Security Audits, Microsoft SQL Server, Windows Server, Vulnerability Assessment, IT Management, IT Strategy, Mobile Technology, ISO 27001, Information Security, Servers, Customer Service, Incident Management, Business Continuity, Firewalls, Information Technology, ITIL, PCI DSS, System Administration, Penetration Testing, Infrastructure, CISM, IT Risk Management, Project Management, Security Policy, Security Awareness, Computer Security, COBIT, Identity Management, Financial Risk
Education
Touro College 1990 — 1994
Credit Suisse October 2006 - Present
Credit Suisse February 2000 - October 2006
Donaldson, Lufkin & Jenrette September 1997 - December 2000
JP Morgan April 1996 - September 1997
Rolex - U.S.A. 1996 - 1997
Skills
Information Security..., Information Security..., Risk Management, Risk Analysis, Process Improvement, Security Operations, Firewall Security., Mobile Security, Network Security, Network Design, Wireless Security, Mobile technologies, Project Coordination, Disaster Recovery, Windows Server 2008, Outstanding Customer..., Business Continuity..., Vendor Management, Third Party Vendor..., Cloud Security, Security, Security Audits, Microsoft SQL Server, Windows Server, Vulnerability Assessment, IT Management, IT Strategy, Mobile Technology, ISO 27001, Information Security, Servers, Customer Service, Incident Management, Business Continuity, Firewalls, Information Technology, ITIL, PCI DSS, System Administration, Penetration Testing, Infrastructure, CISM, IT Risk Management, Project Management, Security Policy, Security Awareness, Computer Security, COBIT, Identity Management, Financial Risk
Education
Touro College 1990 — 1994
Tran Pham's J.P. Morgan Experience May 2010 - May 2011
Job Owner at Polaris Investment LLC
Industry Real Estate
Experience
Polaris Investment LLC May 2011 - March 2014
JP Morgan May 2010 - May 2011
UBS January 2007 - May 2010
UBS July 2002 - December 2005
UBS January 2001 - July 2002
UBS August 1999 - December 2001
Skills
Trading Systems, Equities, Electronic Trading, Investments, Prime Brokerage, Fixed Income, Hedge Funds, Investment Banking, Business Analysis, Capital Markets, Options, Derivatives, ITIL, Risk Management, Portfolio Management, Asset Management, FX Options, Trading, Financial Markets, Financial Services, Bonds, Alternative Investments, Valuation, Securities, Emerging Markets, Private Equity, Equity Derivatives
Education
UCL 1995 — 1999
BSc, Computer Science
Whitgift School 1989 — 1995
Shirley High
Polaris Investment LLC May 2011 - March 2014
JP Morgan May 2010 - May 2011
UBS January 2007 - May 2010
UBS July 2002 - December 2005
UBS January 2001 - July 2002
UBS August 1999 - December 2001
Skills
Trading Systems, Equities, Electronic Trading, Investments, Prime Brokerage, Fixed Income, Hedge Funds, Investment Banking, Business Analysis, Capital Markets, Options, Derivatives, ITIL, Risk Management, Portfolio Management, Asset Management, FX Options, Trading, Financial Markets, Financial Services, Bonds, Alternative Investments, Valuation, Securities, Emerging Markets, Private Equity, Equity Derivatives
Education
UCL 1995 — 1999
BSc, Computer Science
Whitgift School 1989 — 1995
Shirley High
Gregory Dillard's J.P. Morgan Experience April 2003 - June 2014
Job Vice President, Corporate Business IT, Finance/Actuarial IT at AIG
Industry Information Technology and Services
Experience
AIG 2014 - Present
JP Morgan April 2003 - June 2014
PricewaterhouseCoopers January 1999 - April 2003
IBM 1999 - 2003
Skills
Risk Management, Investment Banking, Team Leadership, Equities, Business Analysis, Derivatives, SDLC, IT Strategy, Fixed Income, Capital Markets, Trading Systems, Financial Modeling, Business Process..., Vendor Management, Enterprise Architecture, Management, PMO, Management Consulting
Education
The University of Texas at Austin 1994 — 1998
BS, Electrical Engineering
AIG 2014 - Present
JP Morgan April 2003 - June 2014
PricewaterhouseCoopers January 1999 - April 2003
IBM 1999 - 2003
Skills
Risk Management, Investment Banking, Team Leadership, Equities, Business Analysis, Derivatives, SDLC, IT Strategy, Fixed Income, Capital Markets, Trading Systems, Financial Modeling, Business Process..., Vendor Management, Enterprise Architecture, Management, PMO, Management Consulting
Education
The University of Texas at Austin 1994 — 1998
BS, Electrical Engineering
Chris Carr's J.P. Morgan Experience May 2009 - August 2014
Job Managing Director, U.S. Trust Bank of America
Industry Financial Services
Experience
The Phillips Collection March 2015 - Present
U.S. Trust August 2014 - Present
JP Morgan May 2009 - August 2014
Credit Suisse April 2007 - March 2009
Lehman Brothers August 2005 - April 2007
Special Operations Command - Europe 1997 - 1998
1-10 Special Forces Group 1995 - 1997
17th Signal Battalion 1992 - 1994
Education
United States Military Academy at West Point 1988 — 1992
Centennial High School 1984 — 1988
The Phillips Collection March 2015 - Present
U.S. Trust August 2014 - Present
JP Morgan May 2009 - August 2014
Credit Suisse April 2007 - March 2009
Lehman Brothers August 2005 - April 2007
Special Operations Command - Europe 1997 - 1998
1-10 Special Forces Group 1995 - 1997
17th Signal Battalion 1992 - 1994
Education
United States Military Academy at West Point 1988 — 1992
Centennial High School 1984 — 1988
Joe Pankiewitz's J.P. Morgan Experience 1995 - 1996
Job Graphic Design at PIMCO
Industry Graphic Design
Experience
PIMCO September 2014 - Present
Copal Partners/Credit Suisse January 2012 - Present
Joe Pankiewitz 2009 - 2011
Wyndham Worldwide/Group RCI March 2000 - November 2009
Cendant 2000 - 2007
Prudential Investments 1996 - 1999
JP Morgan 1995 - 1996
Skills
Corporate Branding, Creative Direction, Direct Mail, Graphic Design, Email Marketing, Art Direction, Advertising, Adobe Creative Suite, QuarkXPress, Illustrator, Social Media, Social Media Marketing
Education
ducret school of the arts 1992 — 1994
art
Cranford High school 1982 — 1985
Union County College
AA, LA and fine art
PIMCO September 2014 - Present
Copal Partners/Credit Suisse January 2012 - Present
Joe Pankiewitz 2009 - 2011
Wyndham Worldwide/Group RCI March 2000 - November 2009
Cendant 2000 - 2007
Prudential Investments 1996 - 1999
JP Morgan 1995 - 1996
Skills
Corporate Branding, Creative Direction, Direct Mail, Graphic Design, Email Marketing, Art Direction, Advertising, Adobe Creative Suite, QuarkXPress, Illustrator, Social Media, Social Media Marketing
Education
ducret school of the arts 1992 — 1994
art
Cranford High school 1982 — 1985
Union County College
AA, LA and fine art
Samir Nangea's J.P. Morgan Experience August 1997 - August 1998
Job Partner/Principal at Ernst & Young
Industry Financial Services
Experience
Ernst & Young August 1998 - Present
JP Morgan August 1997 - August 1998
Federal Reserve Bank of New York June 1995 - August 1997
Skills
Financial Modeling, Financial Services, Risk Management, Corporate Finance, Enterprise Risk..., Investment Banking, Capital Markets, Finance, Valuation, Due Diligence, Financial Risk
Education
Thunderbird School of Global Management 1993 — 1995
MIM
University of Oklahoma 1989 — 1993
BBA, BA
Ernst & Young August 1998 - Present
JP Morgan August 1997 - August 1998
Federal Reserve Bank of New York June 1995 - August 1997
Skills
Financial Modeling, Financial Services, Risk Management, Corporate Finance, Enterprise Risk..., Investment Banking, Capital Markets, Finance, Valuation, Due Diligence, Financial Risk
Education
Thunderbird School of Global Management 1993 — 1995
MIM
University of Oklahoma 1989 — 1993
BBA, BA
Tressa Nisankarao's J.P. Morgan Experience 2001 - Present
Job AVP
Industry Financial Services
Experience
JP Morgan Chase Project ManagerJPMorgan ChaseMay 2001 - Present
JPMChase 2001 - Present
JP Morgan 2001 - Present
JPMorgan 2001 - Present
Skills
SDLC
Education
The University of Texas at Dallas 1989 — 1992
JP Morgan Chase Project ManagerJPMorgan ChaseMay 2001 - Present
JPMChase 2001 - Present
JP Morgan 2001 - Present
JPMorgan 2001 - Present
Skills
SDLC
Education
The University of Texas at Dallas 1989 — 1992
Jon. Ploscowe's J.P. Morgan Experience Asian Cash TradingJPMorgan2002 - Present
Job Exec Director at JP Morgan
Industry Financial Services
Lucia Albarran's J.P. Morgan Experience August 2005 - Present
Job analyst at JP Morgan
Industry Financial Services
Meggan Stevens, MBA, PMP's J.P. Morgan Experience September 2014 - Present
Job Vice President Sr. Project Manager at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2014 - Present
JP Morgan February 2012 - August 2014
Consultant at JP Morgan March 2010 - February 2012
Unitrin Specialty October 2003 - October 2009
Unitrin Specialty November 2002 - October 2003
Unitrin Specialty February 2002 - November 2002
Skills
Project Management, Creative Problem Solving, Building Relationships, Business Analysis, Cross-functional Team..., PMP, Process Improvement, Management, Leadership, Team Leadership, Project Planning, Requirements Gathering, Marketing, Strategic Planning, Business Requirements, Vendor Management, PMO, Project Portfolio..., Visio, Risk Management, Business Process..., MS Project, SharePoint, Program Management, Analysis
Education
University of Texas at Dallas - Naveen Jindal School of Management 2006 — 2008
MBA, Project Management
The University of Texas at Dallas 1996 — 2000
Bachelor's of Science, Business Administration
J.P. Morgan September 2014 - Present
JP Morgan February 2012 - August 2014
Consultant at JP Morgan March 2010 - February 2012
Unitrin Specialty October 2003 - October 2009
Unitrin Specialty November 2002 - October 2003
Unitrin Specialty February 2002 - November 2002
Skills
Project Management, Creative Problem Solving, Building Relationships, Business Analysis, Cross-functional Team..., PMP, Process Improvement, Management, Leadership, Team Leadership, Project Planning, Requirements Gathering, Marketing, Strategic Planning, Business Requirements, Vendor Management, PMO, Project Portfolio..., Visio, Risk Management, Business Process..., MS Project, SharePoint, Program Management, Analysis
Education
University of Texas at Dallas - Naveen Jindal School of Management 2006 — 2008
MBA, Project Management
The University of Texas at Dallas 1996 — 2000
Bachelor's of Science, Business Administration
Jim Saltysiak's J.P. Morgan Experience March 2002 - November 2003
Job Product Manager at Barclaycard
Industry Financial Services
Experience
Barclaycard June 2010 - Present
JP Morgan Chase August 2004 - May 2010
JP Morgan Chase November 2003 - August 2004
JP Morgan March 2002 - November 2003
US Bank March 2001 - March 2002
US Bank January 1998 - March 2001
US Bank October 1995 - January 1998
US Bank February 1993 - October 1995
Citibank May 1992 - January 1993
Citibank July 1990 - May 1992
Education
Towson University 1984 — 1989
BS, Marketing, Management
Barclaycard June 2010 - Present
JP Morgan Chase August 2004 - May 2010
JP Morgan Chase November 2003 - August 2004
JP Morgan March 2002 - November 2003
US Bank March 2001 - March 2002
US Bank January 1998 - March 2001
US Bank October 1995 - January 1998
US Bank February 1993 - October 1995
Citibank May 1992 - January 1993
Citibank July 1990 - May 1992
Education
Towson University 1984 — 1989
BS, Marketing, Management
Silverman, Will's J.P. Morgan Experience 2000 - 2002
Job Managing Director at Hodges Ward Elliott, Inc.
Industry Real Estate
Experience
Hodges Ward Elliott, Inc. June 2015 - Present
Savills Studley October 2003 - June 2015
JP Morgan 2000 - 2002
Skills
Real Estate Economics, Disposition, Brokerage, Real Estate Development, Corporate Real Estate, Real Estate Transactions, Real Estate, Leases, Asset Management, Investment Properties, Location Intelligence, Valuation, Commercial Real Estate, Due Diligence, Real Estate Financing, CMBS, Property Management, Investments, Acquisitions, Private Equity, Landlords, Real Estate Private...
Education
Tufts University 1996 — 2000
International Relations, Focus on Latin American Political Economy
Torrey Pines High School, Bronx High School of Science
Hodges Ward Elliott, Inc. June 2015 - Present
Savills Studley October 2003 - June 2015
JP Morgan 2000 - 2002
Skills
Real Estate Economics, Disposition, Brokerage, Real Estate Development, Corporate Real Estate, Real Estate Transactions, Real Estate, Leases, Asset Management, Investment Properties, Location Intelligence, Valuation, Commercial Real Estate, Due Diligence, Real Estate Financing, CMBS, Property Management, Investments, Acquisitions, Private Equity, Landlords, Real Estate Private...
Education
Tufts University 1996 — 2000
International Relations, Focus on Latin American Political Economy
Torrey Pines High School, Bronx High School of Science
Francis Shirfan's J.P. Morgan Experience June 2006 - Present
Job Interest rates Trading Executive Director at JP Morgan
Industry Financial Services
Paul O'Reilly-Hyland's J.P. Morgan Experience December 2001 - August 2003
Job Managing Partner OCP Capital LLC
Industry Financial Services
Experience
OCP Capital LLC August 2008 - Present
Trinity Funds LLC August 2003 - June 2008
JP Morgan December 2001 - August 2003
Dresdner Kleinwort North America February 1993 - October 2001
Kleinwort Benson Asia (Hong Kong) June 1990 - February 1993
Kleinwort Benson (London) August 1986 - June 1990
Charles Stanley January 1984 - August 1986
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Asset Managment, Private Equity, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Capital Markets, Investment Banking, Emerging Markets, Investment Management, Securities, Fund Of Funds, Mutual Funds, Trading, Bloomberg, Family Office, Global Macro, Asset Management, Equity Research, Trading Systems, Derivatives, Financial Markets, Options, Equity Trading, Hedging, Proprietary Trading, Trading Strategies, Institutional..., Series 7, Funding, Capital, Finance, FINRA, Private Placements, Structured Products, Investor Relations, Venture Capital
Education
Trinity College Dublin
MA, Finance
OCP Capital LLC August 2008 - Present
Trinity Funds LLC August 2003 - June 2008
JP Morgan December 2001 - August 2003
Dresdner Kleinwort North America February 1993 - October 2001
Kleinwort Benson Asia (Hong Kong) June 1990 - February 1993
Kleinwort Benson (London) August 1986 - June 1990
Charles Stanley January 1984 - August 1986
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Asset Managment, Private Equity, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Capital Markets, Investment Banking, Emerging Markets, Investment Management, Securities, Fund Of Funds, Mutual Funds, Trading, Bloomberg, Family Office, Global Macro, Asset Management, Equity Research, Trading Systems, Derivatives, Financial Markets, Options, Equity Trading, Hedging, Proprietary Trading, Trading Strategies, Institutional..., Series 7, Funding, Capital, Finance, FINRA, Private Placements, Structured Products, Investor Relations, Venture Capital
Education
Trinity College Dublin
MA, Finance
Darin Marple's J.P. Morgan Experience February 2014 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2014 - Present
JPMorgan Chase April 2010 - Present
JP Morgan January 2005 - April 2010
JPMorgan Chase October 2003 - January 2005
BMC Software August 2000 - July 2003
Noblestar May 1997 - August 2000
Skills
SDLC, Enterprise Architecture, Software Development, SOA, Agile Methodologies, Sybase, JMS, Application Architecture
Education
The University of Texas at Austin 1993 — 1998
Bachelor of Science (B.S.), Computer Science
The University of Texas at Austin 1993 — 1998
Bachelor of Science (B.S.), Mathematics
J.P. Morgan February 2014 - Present
JPMorgan Chase April 2010 - Present
JP Morgan January 2005 - April 2010
JPMorgan Chase October 2003 - January 2005
BMC Software August 2000 - July 2003
Noblestar May 1997 - August 2000
Skills
SDLC, Enterprise Architecture, Software Development, SOA, Agile Methodologies, Sybase, JMS, Application Architecture
Education
The University of Texas at Austin 1993 — 1998
Bachelor of Science (B.S.), Computer Science
The University of Texas at Austin 1993 — 1998
Bachelor of Science (B.S.), Mathematics
Keith Meyer's J.P. Morgan Experience 1985 - 1989
Job Sr. Director of Operations
Industry Online Media
Experience
CafeMom January 2000 - Present
International Sports Publishing 1993 - 2000
US Soccer 1990 - 1991
JP Morgan 1985 - 1989
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1991
MBA, Management
University of Virginia 1981 — 1985
BS, Computer Science in School of Engineering
CafeMom January 2000 - Present
International Sports Publishing 1993 - 2000
US Soccer 1990 - 1991
JP Morgan 1985 - 1989
Education
The University of Texas at Austin - Red McCombs School of Business 1989 — 1991
MBA, Management
University of Virginia 1981 — 1985
BS, Computer Science in School of Engineering
Niloy Thakkar's J.P. Morgan Experience August 2005 - August 2008
Job Managing Partner at Path Investments, LLC
Industry Real Estate
Experience
Haven Hospitality Concepts January 2010 - Present
Path Investments, LLC September 2009 - Present
DCT Group - Real Estate August 2008 - Present
JP Morgan August 2005 - August 2008
Bank of America June 2004 - August 2004
Skills
Real Estate, Investments, Investment Properties, Real Estate Development
Education
The University of Texas at Austin 2001 — 2005
BA, Economics/Finance
Harbon Montessori 1986 — 1988
Kindergarten, Coloring, Seven Up
Urban Land Institute
Haven Hospitality Concepts January 2010 - Present
Path Investments, LLC September 2009 - Present
DCT Group - Real Estate August 2008 - Present
JP Morgan August 2005 - August 2008
Bank of America June 2004 - August 2004
Skills
Real Estate, Investments, Investment Properties, Real Estate Development
Education
The University of Texas at Austin 2001 — 2005
BA, Economics/Finance
Harbon Montessori 1986 — 1988
Kindergarten, Coloring, Seven Up
Urban Land Institute
Holly Nguyen's J.P. Morgan Experience ConsultantJPMorgan2006 - Present
Job Consultant at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan ConsultantJPMorgan2006 - Present
mercer 1999 - 2006
Mercer Human Resource Consulting 1999 - 2003
Education
The University of Texas at Austin 1994 — 1999
JP Morgan ConsultantJPMorgan2006 - Present
mercer 1999 - 2006
Mercer Human Resource Consulting 1999 - 2003
Education
The University of Texas at Austin 1994 — 1999
Fernando Maraslioglu's J.P. Morgan Experience March 2005 - July 2006
Job Founder & General Manager at Patagonia Fund
Industry Accounting
Experience
Patagonia Fund January 2008 - Present
Rockwood Investment Partners July 2006 - November 2006
JP Morgan March 2005 - July 2006
Education
University of Texas at Dallas - Naveen Jindal School of Management 2004 — 2006
BBS, Finance & Accounting
Universidad de 'San Andrés'
Patagonia Fund January 2008 - Present
Rockwood Investment Partners July 2006 - November 2006
JP Morgan March 2005 - July 2006
Education
University of Texas at Dallas - Naveen Jindal School of Management 2004 — 2006
BBS, Finance & Accounting
Universidad de 'San Andrés'
Dotti Reeder's J.P. Morgan Experience April 2002 - August 2014
Job Managing Director at Tolleson Wealth Management
Industry Financial Services
Experience
Tolleson Wealth Management June 2014 - Present
JP Morgan April 2002 - August 2014
Morgan Stanley January 1996 - March 2000
Kidder Peabody May 1993 - March 1995
KPMG US May 1981 - May 1983
Skills
Wealth Management..., Investments, Investment Management, Private Banking, Wealth Management, Investment Strategies, High Net Worth..., Banking, Alternative Investments, Wealth, Bonds, Financial Planners, Estate Planning, Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Series 7, Equities, Securities, Trust Services, Credit, Mortgage Lending, Loans, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 1977 — 1981
BBA, Accounting
Highland Park High School 1973 — 1977
Tolleson Wealth Management June 2014 - Present
JP Morgan April 2002 - August 2014
Morgan Stanley January 1996 - March 2000
Kidder Peabody May 1993 - March 1995
KPMG US May 1981 - May 1983
Skills
Wealth Management..., Investments, Investment Management, Private Banking, Wealth Management, Investment Strategies, High Net Worth..., Banking, Alternative Investments, Wealth, Bonds, Financial Planners, Estate Planning, Portfolio Management, Asset Management, Asset Allocation, Hedge Funds, Series 7, Equities, Securities, Trust Services, Credit, Mortgage Lending, Loans, Asset Managment
Education
The University of Texas at Austin - The Red McCombs School of Business 1977 — 1981
BBA, Accounting
Highland Park High School 1973 — 1977
Paul Gottheim, CFA's J.P. Morgan Experience September 2007 - February 2009
Job Vice President Energy Direct Lending at Angelo, Gordon & Co.
Industry Investment Management
Experience
Angelo, Gordon & Co. October 2013 - Present
SunTrust Robinson Humphrey August 2011 - October 2013
Imperial Capital LLC March 2010 - July 2011
RLI February 2009 - March 2010
JP Morgan September 2007 - February 2009
Skills
Investment Banking, Energy, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Series 7, Financial Structuring, Series 63, Capital IQ, M, Credit, Strategic Financial..., Data Analysis, Financial Analysis, Due Diligence, Investments, Commodity, Finance, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science in Management, Finance
Angelo, Gordon & Co. October 2013 - Present
SunTrust Robinson Humphrey August 2011 - October 2013
Imperial Capital LLC March 2010 - July 2011
RLI February 2009 - March 2010
JP Morgan September 2007 - February 2009
Skills
Investment Banking, Energy, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Series 7, Financial Structuring, Series 63, Capital IQ, M, Credit, Strategic Financial..., Data Analysis, Financial Analysis, Due Diligence, Investments, Commodity, Finance, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science in Management, Finance
Nikolas Owad's J.P. Morgan Experience June 2008 - April 2010
Job Trading Assistant, US Rates at Nomura Securities
Industry Capital Markets
Experience
Nomura Securities April 2010 - Present
JP Morgan June 2008 - April 2010
Bear Stearns August 2006 - June 2008
Goldenberg, Hehmeyer & Co. June 2004 - February 2006
Education
Union College 2000 — 2004
Nomura Securities April 2010 - Present
JP Morgan June 2008 - April 2010
Bear Stearns August 2006 - June 2008
Goldenberg, Hehmeyer & Co. June 2004 - February 2006
Education
Union College 2000 — 2004
Chris McCormack, CFA's J.P. Morgan Experience May 2004 - May 2006
Job Principal at American Capital
Industry Investment Banking
Experience
American Capital May 2006 - Present
JP Morgan May 2004 - May 2006
JPMorgan Real Estate - CMBS 2004 - 2006
Medstar Health May 2001 - May 2003
Skills
Capital Markets, CMBS, Portfolio Management, Valuation, Financial Modeling, Due Diligence, Asset Management, Structured Finance, Real Estate Economics, Investment Banking
Education
University of Georgia - Terry College of Business 2003 — 2004
MBA, Real Estate, Finance
Towson University 1997 — 2001
American Capital May 2006 - Present
JP Morgan May 2004 - May 2006
JPMorgan Real Estate - CMBS 2004 - 2006
Medstar Health May 2001 - May 2003
Skills
Capital Markets, CMBS, Portfolio Management, Valuation, Financial Modeling, Due Diligence, Asset Management, Structured Finance, Real Estate Economics, Investment Banking
Education
University of Georgia - Terry College of Business 2003 — 2004
MBA, Real Estate, Finance
Towson University 1997 — 2001
Amy Flood's J.P. Morgan Experience
Job Senior Vice President at JP Morgan
Industry Banking
Joe Aurilio's J.P. Morgan Experience July 2007 - Present
Job Executive Director J.P.Morgan
Industry Investment Banking
Experience
JP Morgan July 2007 - Present
UBS Securities, LLC June 2003 - July 2007
Education
Trinity College-Hartford 1990 — 1994
JP Morgan July 2007 - Present
UBS Securities, LLC June 2003 - July 2007
Education
Trinity College-Hartford 1990 — 1994
Jordan Walder's J.P. Morgan Experience August 1999 - April 2008
Job Managing Director at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank September 2010 - Present
Real Estate Finance Executive May 2008 - August 2010
JP Morgan August 1999 - April 2008
Skills
CMBS, Valuation, Mezzanine, Loans, Commercial Mortgages, Securitization, Structured Finance, Loan Origination, Due Diligence, Underwriting, Credit, Capital Markets, Financial Structuring, Investment Properties, Commercial Real Estate
Education
The University of Texas at San Antonio 1983 — 1985
BA, Finance
Wells Fargo Bank September 2010 - Present
Real Estate Finance Executive May 2008 - August 2010
JP Morgan August 1999 - April 2008
Skills
CMBS, Valuation, Mezzanine, Loans, Commercial Mortgages, Securitization, Structured Finance, Loan Origination, Due Diligence, Underwriting, Credit, Capital Markets, Financial Structuring, Investment Properties, Commercial Real Estate
Education
The University of Texas at San Antonio 1983 — 1985
BA, Finance
Aaron Goldstein's J.P. Morgan Experience March 2008 - June 2012
Job Analyst at Macellum Capital Management
Industry Financial Services
Experience
Macellum Capital Management April 2014 - Present
Millennium Partners March 2013 - May 2013
Scopus Asset Management June 2012 - February 2013
JP Morgan March 2008 - June 2012
Bear Stearns May 2005 - March 2008
Skills
Hedge Funds, Equity Research, Equities, Valuation, Investments, Financial Analysis
Education
Trinity College-Hartford 2001 — 2005
Macellum Capital Management April 2014 - Present
Millennium Partners March 2013 - May 2013
Scopus Asset Management June 2012 - February 2013
JP Morgan March 2008 - June 2012
Bear Stearns May 2005 - March 2008
Skills
Hedge Funds, Equity Research, Equities, Valuation, Investments, Financial Analysis
Education
Trinity College-Hartford 2001 — 2005
Mark L. Madrid's J.P. Morgan Experience 1994 - 1996
Job President and CEO at Greater Austin Hispanic Chamber of Commerce
Industry Program Development
Experience
Greater Austin Hispanic Chamber of Commerce February 2014 - Present
High School Student Financial Literacy August 2008 - Present
Houston Hispanic Chamber of Commerce December 2012 - February 2014
Houston Hispanic Chamber of Commerce April 2009 - December 2012
NAHREP (National Association of Hispanic Real Estate Professionals)-Houston January 2008 - December 2012
National Association of Hispanic Real Estate Professionals-Houston 2008 - 2010
National City Bank April 2006 - March 2008
The Cooper Institute January 1996 - December 2005
Guaranty Bank 1997 - 2005
JP Morgan 1994 - 1996
Skills
Philanthropy, Fitness, Strategic Planning, Business Planning, Fundraising, Non-profits, Marketing Strategy, Event Planning, Social Media, Public Speaking, Banking, Marketing Communications, Community Relations, Customer Relations, Social Networking, Team Building, B2B, Social Media Marketing, Business Strategy, Sales Management, Sponsorship, Planning, Leadership Development, Management Consulting, Email Marketing, Public Relations, Advertising, Entrepreneurship, Promotions, New Business Development, Competitive Analysis, Online Marketing, Strategic Partnerships, Market Research, Project Planning, Customer Service, Strategy, Business Development, Budgets, Contract Negotiation, Leadership, Nonprofits, Marketing, Event Management, Executive Management, Start-ups, CRM, Sales, Training, Community Development
Education
University of Notre Dame - Mendoza College of Business 2012 — 2015
Master in Nonprofit Administration, Business Administration, Management and Operations, Cum Laude
The University of Texas at Austin 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1995
Endowed Presidential Scholar, Accounting/Sports Journalism
Greater Austin Hispanic Chamber of Commerce February 2014 - Present
High School Student Financial Literacy August 2008 - Present
Houston Hispanic Chamber of Commerce December 2012 - February 2014
Houston Hispanic Chamber of Commerce April 2009 - December 2012
NAHREP (National Association of Hispanic Real Estate Professionals)-Houston January 2008 - December 2012
National Association of Hispanic Real Estate Professionals-Houston 2008 - 2010
National City Bank April 2006 - March 2008
The Cooper Institute January 1996 - December 2005
Guaranty Bank 1997 - 2005
JP Morgan 1994 - 1996
Skills
Philanthropy, Fitness, Strategic Planning, Business Planning, Fundraising, Non-profits, Marketing Strategy, Event Planning, Social Media, Public Speaking, Banking, Marketing Communications, Community Relations, Customer Relations, Social Networking, Team Building, B2B, Social Media Marketing, Business Strategy, Sales Management, Sponsorship, Planning, Leadership Development, Management Consulting, Email Marketing, Public Relations, Advertising, Entrepreneurship, Promotions, New Business Development, Competitive Analysis, Online Marketing, Strategic Partnerships, Market Research, Project Planning, Customer Service, Strategy, Business Development, Budgets, Contract Negotiation, Leadership, Nonprofits, Marketing, Event Management, Executive Management, Start-ups, CRM, Sales, Training, Community Development
Education
University of Notre Dame - Mendoza College of Business 2012 — 2015
Master in Nonprofit Administration, Business Administration, Management and Operations, Cum Laude
The University of Texas at Austin 1990 — 1995
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1995
Endowed Presidential Scholar, Accounting/Sports Journalism
Dominique Cherebin's J.P. Morgan Experience January 2013 - Present
Job Vice President at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan January 2013 - Present
JP Morgan January 2010 - February 2013
JP Morgan March 2008 - January 2010
Bear Stearns July 2007 - March 2008
Education
Tufts University 2003 — 2007
George School 1999 — 2003
J.P. Morgan January 2013 - Present
JP Morgan January 2010 - February 2013
JP Morgan March 2008 - January 2010
Bear Stearns July 2007 - March 2008
Education
Tufts University 2003 — 2007
George School 1999 — 2003
Debbie Cooper's J.P. Morgan Experience 1994 - 2008
Job MD, HR Business Partner at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2013 - Present
Artio Global Management LLC December 2011 - June 2013
Cooper Advisers LLC February 2009 - December 2011
JP Morgan 1994 - 2008
Skills
Organizational..., Performance Management, Deferred Compensation, Succession Planning, Financial Services, Emerging Markets, Leadership, Talent Management, Asset Management, Management, Change Management, Equities, Career Development, Employee Benefits, Talent Acquisition, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA
University at Albany, SUNY
BS
Guggenheim Partners September 2013 - Present
Artio Global Management LLC December 2011 - June 2013
Cooper Advisers LLC February 2009 - December 2011
JP Morgan 1994 - 2008
Skills
Organizational..., Performance Management, Deferred Compensation, Succession Planning, Financial Services, Emerging Markets, Leadership, Talent Management, Asset Management, Management, Change Management, Equities, Career Development, Employee Benefits, Talent Acquisition, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA
University at Albany, SUNY
BS
Melanie Marmorstein's J.P. Morgan Experience August 1999 - February 2001
Job Wealth Management/Project Management/Consulting/Trust and Estates
Industry Financial Services
Experience
Wells Fargo Bank October 2007 - October 2011
Wells Fargo Bank November 2001 - October 2007
JP Morgan August 1999 - February 2001
Skills
Wealth Management, Estate Planning, Banking, Retirement Planning, Trust Services, Investments, Portfolio Management, Series 7, Estate Tax Planning, Securities
Education
University of Denver - Sturm College of Law 1989 — 1992
JD, Law
Trinity University 1985 — 1989
BA, History
Wells Fargo Bank October 2007 - October 2011
Wells Fargo Bank November 2001 - October 2007
JP Morgan August 1999 - February 2001
Skills
Wealth Management, Estate Planning, Banking, Retirement Planning, Trust Services, Investments, Portfolio Management, Series 7, Estate Tax Planning, Securities
Education
University of Denver - Sturm College of Law 1989 — 1992
JD, Law
Trinity University 1985 — 1989
BA, History
Shira Levy's J.P. Morgan Experience February 2010 - April 2013
Job Vice President at Barclays
Industry Real Estate
Experience
Barclays April 2013 - Present
JP Morgan February 2010 - April 2013
Accelerated Marketing Partners October 2008 - January 2010
JP Morgan June 2007 - June 2008
Deloitte February 2006 - June 2007
Bank Leumi August 2004 - February 2006
Skills
Loans
Education
Tufts University 2000 — 2004
BA, Economics
University of Westminster 2003 — 2003
Economics
Barclays April 2013 - Present
JP Morgan February 2010 - April 2013
Accelerated Marketing Partners October 2008 - January 2010
JP Morgan June 2007 - June 2008
Deloitte February 2006 - June 2007
Bank Leumi August 2004 - February 2006
Skills
Loans
Education
Tufts University 2000 — 2004
BA, Economics
University of Westminster 2003 — 2003
Economics
Benjamin Knutsen's J.P. Morgan Experience 2002 - 2006
Job Vice President at Next Generation Insurance Group
Industry Financial Services
Experience
Next Generation Insurance Group 2009 - Present
Sallie Mae Insurance Services 2009 - 2014
Arque Capital Ltd 2008 - 2009
M.S. Howells & Co. 2006 - 2007
JP Morgan 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2001
Allianz Global Investors 1999 - 1999
Skills
CRM, Equities, Investments, New Business Development, Trading, Series 7, Management, Integration, Analysis, Equity Trading, Series 63, Asset Management, Time Management, FINRA, Sales, Start-ups, Business Development, Leadership, Marketing, Strategic Planning, Financial Services, Salesforce.com, Strategic Partnerships, Entrepreneurship, Strategy, Operations Management, Business Strategy, Program Management, Cross-functional Team...
Education
Thunderbird School of Global Management 2011 — 2013
Master of Business Administration (MBA), Global Management
University of Arizona 1994 — 1999
Bachelor's degree, Economics with a minor in Marketing
Next Generation Insurance Group 2009 - Present
Sallie Mae Insurance Services 2009 - 2014
Arque Capital Ltd 2008 - 2009
M.S. Howells & Co. 2006 - 2007
JP Morgan 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2001
Allianz Global Investors 1999 - 1999
Skills
CRM, Equities, Investments, New Business Development, Trading, Series 7, Management, Integration, Analysis, Equity Trading, Series 63, Asset Management, Time Management, FINRA, Sales, Start-ups, Business Development, Leadership, Marketing, Strategic Planning, Financial Services, Salesforce.com, Strategic Partnerships, Entrepreneurship, Strategy, Operations Management, Business Strategy, Program Management, Cross-functional Team...
Education
Thunderbird School of Global Management 2011 — 2013
Master of Business Administration (MBA), Global Management
University of Arizona 1994 — 1999
Bachelor's degree, Economics with a minor in Marketing
Shahrukh Noor's J.P. Morgan Experience 2008 - 2008
Job Sales Director at Cigital, Inc
Industry Computer & Network Security
Experience
Cigital, Inc May 2014 - Present
Texas Instruments June 2010 - May 2014
Texas Instruments July 2009 - June 2010
JP Morgan 2008 - 2008
Advanced Micro Devices 2007 - 2007
Skills
Power Management, Analog, Mixed Signal, FPGA, Semiconductors, ARM, Firmware, System Design, Electrical Engineering, Semiconductor Industry, IC, Electronics, SoC, Wireless, Embedded Systems
Education
The University of Texas at Austin 2005 — 2009
Bacherlor of Science, Electrical Engineering
Cigital, Inc May 2014 - Present
Texas Instruments June 2010 - May 2014
Texas Instruments July 2009 - June 2010
JP Morgan 2008 - 2008
Advanced Micro Devices 2007 - 2007
Skills
Power Management, Analog, Mixed Signal, FPGA, Semiconductors, ARM, Firmware, System Design, Electrical Engineering, Semiconductor Industry, IC, Electronics, SoC, Wireless, Embedded Systems
Education
The University of Texas at Austin 2005 — 2009
Bacherlor of Science, Electrical Engineering
Kangfu Chen's J.P. Morgan Experience August 2007 - Present
Job ABC at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2007 - Present
Skills
Trading Systems, Low Latency, Smart Order Routing, Exchange Connectivity, Trading Technology, Program Trading, Trading Applications, Electronic Trading, Market Data, Derivatives, Equities, Equity Derivatives, Options
Education
Tsinghua University 1989 — 2012
Computer Science
JP Morgan August 2007 - Present
Skills
Trading Systems, Low Latency, Smart Order Routing, Exchange Connectivity, Trading Technology, Program Trading, Trading Applications, Electronic Trading, Market Data, Derivatives, Equities, Equity Derivatives, Options
Education
Tsinghua University 1989 — 2012
Computer Science
Lisa Onorato's J.P. Morgan Experience 1998 - July 2015
Job Retired
Industry Financial Services
Experience
JPMorgan Chase 1999 - July 2015
JP Morgan 1998 - July 2015
JP Morgan Chase 1998 - July 2015
JPMorgan 1999 - 2015
Skills
Mutual Funds, Fixed Income, Relationship Management, Banking, Risk Management, Project Management, Asset Management, Hedge Funds, Alternative Investments, Equities, Securities, Derivatives, Capital Markets, Financial Services, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 1987 — 1989
MALD, International Relations
University of Massachusetts, Amherst 1980 — 1984
BA, Japanese Language and Lit
JPMorgan Chase 1999 - July 2015
JP Morgan 1998 - July 2015
JP Morgan Chase 1998 - July 2015
JPMorgan 1999 - 2015
Skills
Mutual Funds, Fixed Income, Relationship Management, Banking, Risk Management, Project Management, Asset Management, Hedge Funds, Alternative Investments, Equities, Securities, Derivatives, Capital Markets, Financial Services, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 1987 — 1989
MALD, International Relations
University of Massachusetts, Amherst 1980 — 1984
BA, Japanese Language and Lit
isaac mandel's J.P. Morgan Experience February 2000 - May 2004
Job Owner/Chief Technician at I.M.Teknology
Industry Telecommunications
Experience
I.M.Teknology January 2014 - Present
ready voice and data October 2006 - October 2013
JP Morgan February 2000 - May 2004
NYC Department of Education May 1990 - February 2000
Skills
Special Education, Telecommunications, Troubleshooting, Servers, VPN, System Administration, Hardware, Routers, Windows Server, Windows 7, Switches, VoIP, Software Installation, Microsoft Exchange, Laptops, Wireless, Printers, Blackberry, System Deployment, Active Directory, Networking, Disaster Recovery, Management, Technical Support, Vendor Management, Wireless Networking
Education
Touro College 2007 — 2008
M.S, Education/ Psychology
I.M.Teknology January 2014 - Present
ready voice and data October 2006 - October 2013
JP Morgan February 2000 - May 2004
NYC Department of Education May 1990 - February 2000
Skills
Special Education, Telecommunications, Troubleshooting, Servers, VPN, System Administration, Hardware, Routers, Windows Server, Windows 7, Switches, VoIP, Software Installation, Microsoft Exchange, Laptops, Wireless, Printers, Blackberry, System Deployment, Active Directory, Networking, Disaster Recovery, Management, Technical Support, Vendor Management, Wireless Networking
Education
Touro College 2007 — 2008
M.S, Education/ Psychology
Mavis Bauman's J.P. Morgan Experience September 1987 - February 1995
Job Freelance Business Writer & Photographer at
Industry Public Relations and Communications
Experience
Mavis Bauman Business Communications February 1995 - Present
JP Morgan September 1987 - February 1995
Skills
Editing, Event Planning, Media Relations, Risk Management, Non-profits, Inspiration, PowerPoint, Nonprofits, Social Media, Photography, Public Relations, Newsletters, Press Releases, Speech Writing, Customer Service, Writing, Proposal Writing, Copy Editing, Strategic Communications, Software Documentation, Corporate Communications, Proofreading, Storytelling, Creative Writing, Journalism, Fundraising, Internal Communications
Education
Tufts University - The Fletcher School of Law and Diplomacy 1983 — 1985
International Business Relations, Private International Law, and International Finance
Mavis Bauman Business Communications February 1995 - Present
JP Morgan September 1987 - February 1995
Skills
Editing, Event Planning, Media Relations, Risk Management, Non-profits, Inspiration, PowerPoint, Nonprofits, Social Media, Photography, Public Relations, Newsletters, Press Releases, Speech Writing, Customer Service, Writing, Proposal Writing, Copy Editing, Strategic Communications, Software Documentation, Corporate Communications, Proofreading, Storytelling, Creative Writing, Journalism, Fundraising, Internal Communications
Education
Tufts University - The Fletcher School of Law and Diplomacy 1983 — 1985
International Business Relations, Private International Law, and International Finance
Gerald Nemec's J.P. Morgan Experience September 2007 - October 2014
Job General Counsel Trading at EDF Trading
Industry Financial Services
Experience
EDF Trading August 2015 - Present
Mercuria Energy America, Inc October 2014 - July 2015
JP Morgan September 2007 - October 2014
Repsol February 2005 - September 2007
Skills
Energy, Due Diligence, Natural Gas, Mergers, Mergers & Acquisitions, Trading, Joint Ventures, Project Finance, Private Equity, Commodity, Risk Management, Structured Finance, Capital Markets, Corporate Finance, Corporate Governance, Derivatives
Education
University of Houston Law Center
JD, Law
The University of Texas at Austin
BSME, Mechanical Engineering
EDF Trading August 2015 - Present
Mercuria Energy America, Inc October 2014 - July 2015
JP Morgan September 2007 - October 2014
Repsol February 2005 - September 2007
Skills
Energy, Due Diligence, Natural Gas, Mergers, Mergers & Acquisitions, Trading, Joint Ventures, Project Finance, Private Equity, Commodity, Risk Management, Structured Finance, Capital Markets, Corporate Finance, Corporate Governance, Derivatives
Education
University of Houston Law Center
JD, Law
The University of Texas at Austin
BSME, Mechanical Engineering
Derek Ahmann's J.P. Morgan Experience June 2008 - February 2009
Job Managing Director at Guggenheim Securities, LLC
Industry Investment Banking
Experience
Guggenheim Securities, LLC June 2009 - Present
JP Morgan June 2008 - February 2009
Bear Stearns January 2005 - May 2008
Bear Stearns August 2001 - December 2004
State Street April 1996 - June 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Valuation, Capital Markets, High Yield, Hedge Funds, Equities, Fixed Income, Alternative Investments, Equity Research
Education
The University of Texas at Austin 1999 — 2001
MBA, Finance
Guggenheim Securities, LLC June 2009 - Present
JP Morgan June 2008 - February 2009
Bear Stearns January 2005 - May 2008
Bear Stearns August 2001 - December 2004
State Street April 1996 - June 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Valuation, Capital Markets, High Yield, Hedge Funds, Equities, Fixed Income, Alternative Investments, Equity Research
Education
The University of Texas at Austin 1999 — 2001
MBA, Finance
Jason Koy's J.P. Morgan Experience January 2013 - 2014
Job Natural Gas Trader
Industry Utilities
Experience
Mercuria Energy Trading S.A. 2014 - Present
J.P. Morgan January 2013 - 2014
JP Morgan June 2008 - January 2013
Bear Stearns June 2006 - June 2008
Calpine June 2001 - June 2006
Skills
Commodity, Commodity Markets, Equities, Hedging, Trading, Derivatives, Options, Natural Gas, Valuation, Investment Banking, Risk Management, Financial Modeling, Hedge Funds, Proprietary Trading, Asset Management, Trading Systems, Swaps, FX Options, Capital Markets, Bloomberg, Fixed Income, Trading Strategies, Portfolio Management
Education
Trinity University 1997 — 2001
BS, Business
Mercuria Energy Trading S.A. 2014 - Present
J.P. Morgan January 2013 - 2014
JP Morgan June 2008 - January 2013
Bear Stearns June 2006 - June 2008
Calpine June 2001 - June 2006
Skills
Commodity, Commodity Markets, Equities, Hedging, Trading, Derivatives, Options, Natural Gas, Valuation, Investment Banking, Risk Management, Financial Modeling, Hedge Funds, Proprietary Trading, Asset Management, Trading Systems, Swaps, FX Options, Capital Markets, Bloomberg, Fixed Income, Trading Strategies, Portfolio Management
Education
Trinity University 1997 — 2001
BS, Business
Doug Cacurak's J.P. Morgan Experience January 2007 - May 2010
Job Group Sales Executive, SVP
Industry Banking
Experience
Capital One 2010 - Present
JP Morgan January 2007 - May 2010
Compass January 2002 - December 2006
Citigroup January 2000 - January 2002
Skills
Banking, Commercial Banking, Commercial Lending, Small Business Lending, Management, Lines Of Credit, Finance, Strategic Financial..., Credit, Strategic Planning, Retail Banking, Loans, Treasury Management, Credit Analysis, Portfolio Management, Financial Planning, Consumer Lending
Education
University of Virginia 2005 — 2007
Graduate School of Retail Banking Management
The University of Texas at San Antonio 1995 — 1999
MBA, Finance
Capital One 2010 - Present
JP Morgan January 2007 - May 2010
Compass January 2002 - December 2006
Citigroup January 2000 - January 2002
Skills
Banking, Commercial Banking, Commercial Lending, Small Business Lending, Management, Lines Of Credit, Finance, Strategic Financial..., Credit, Strategic Planning, Retail Banking, Loans, Treasury Management, Credit Analysis, Portfolio Management, Financial Planning, Consumer Lending
Education
University of Virginia 2005 — 2007
Graduate School of Retail Banking Management
The University of Texas at San Antonio 1995 — 1999
MBA, Finance
Josh Ricciarelli's J.P. Morgan Experience 2000 - Present
Job Vice President at JP Morgan
Industry Investment Management
Experience
JP Morgan 2000 - Present
Skills
Mutual Funds, Financial Analysis, Series 7, Alternative Investments, Management, Corporate Finance, Asset Managment, Portfolio Management, Hedge Funds, Investments, Bloomberg, Private Equity, Equities, Wealth Management, Venture Capital, Fixed Income, Securities, Investment Management
Education
Trinity College-Hartford 1995 — 1999
JP Morgan 2000 - Present
Skills
Mutual Funds, Financial Analysis, Series 7, Alternative Investments, Management, Corporate Finance, Asset Managment, Portfolio Management, Hedge Funds, Investments, Bloomberg, Private Equity, Equities, Wealth Management, Venture Capital, Fixed Income, Securities, Investment Management
Education
Trinity College-Hartford 1995 — 1999
Derek Kellett's J.P. Morgan Experience April 2004 - Present
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan April 2004 - Present
Education
The University of Western Australia
Bachelor of Commerce (B.Com.), Economics & Accounting
JP Morgan April 2004 - Present
Education
The University of Western Australia
Bachelor of Commerce (B.Com.), Economics & Accounting
Harriet Jaffe's J.P. Morgan Experience 1988 - 1995
Job Information Services Professional
Industry Information Services
Experience
Autotask Corporation 2013 - Present
Bethlehem Central School District 2012 - 2013
Klein Marketing 2002 - 2012
Matthew Bender 1995 - 2000
JP Morgan 1988 - 1995
Andersen Consulting (Accenture) 1984 - 1987
Skills
Quality Assurance, Business Analysis, Requirements Gathering, Project Management, Team Leadership, Enterprise Systems..., Training, Business Process Mapping
Education
State University of New York at Albany
MBA, Management Information Systems
State University of New York at Albany
BA, Communication, Sociology
Autotask Corporation 2013 - Present
Bethlehem Central School District 2012 - 2013
Klein Marketing 2002 - 2012
Matthew Bender 1995 - 2000
JP Morgan 1988 - 1995
Andersen Consulting (Accenture) 1984 - 1987
Skills
Quality Assurance, Business Analysis, Requirements Gathering, Project Management, Team Leadership, Enterprise Systems..., Training, Business Process Mapping
Education
State University of New York at Albany
MBA, Management Information Systems
State University of New York at Albany
BA, Communication, Sociology
F. James Robinson III's J.P. Morgan Experience April 1996 - Present
Job Senior Trust Officer at JPMorgan Private Bank
Industry Banking
Experience
JP Morgan April 1996 - Present
JPMorgan Private Bank April 1996 - Present
National Bank of Detroit September 1976 - December 1995
Skills
Wealth Management, Portfolio Management, Banking, Investments, Series 7, Asset Management, Investment Advisory, Credit, Wealth Management..., Loans, Capital Markets, Trust Management, Charitable Trusts, Mutual Funds, Financial Analysis, Asset Allocation, Trust Services, Private Banking, Credit Analysis, Asset Managment, Series 63, Investment Management, Securities, Equities, Strategic Financial..., Retirement Planning
Education
University of North Carolina at Chapel Hill 1974 — 1976
Master of Business Administration (MBA), Marketing
Trinity College-Hartford 1970 — 1974
Bachelor's degree, Psychology
JP Morgan April 1996 - Present
JPMorgan Private Bank April 1996 - Present
National Bank of Detroit September 1976 - December 1995
Skills
Wealth Management, Portfolio Management, Banking, Investments, Series 7, Asset Management, Investment Advisory, Credit, Wealth Management..., Loans, Capital Markets, Trust Management, Charitable Trusts, Mutual Funds, Financial Analysis, Asset Allocation, Trust Services, Private Banking, Credit Analysis, Asset Managment, Series 63, Investment Management, Securities, Equities, Strategic Financial..., Retirement Planning
Education
University of North Carolina at Chapel Hill 1974 — 1976
Master of Business Administration (MBA), Marketing
Trinity College-Hartford 1970 — 1974
Bachelor's degree, Psychology
Robert Durden's J.P. Morgan Experience June 2008 - December 2014
Job Exec. Director (Mortgage Finance)
Industry Investment Banking
Experience
JP Morgan June 2008 - December 2014
Bear Stearns 2002 - 2008
Education
The University of Texas at Austin - Red McCombs School of Business
JP Morgan June 2008 - December 2014
Bear Stearns 2002 - 2008
Education
The University of Texas at Austin - Red McCombs School of Business
Jay Kreske's J.P. Morgan Experience February 2000 - February 2004
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. July 2013 - Present
Knight Capital Group May 2012 - July 2013
Macquarie Capital (USA), Inc. July 2010 - March 2012
Deutsche Bank Securities March 2004 - April 2010
JP Morgan February 2000 - February 2004
Chase Hambrecht and Quist 2000 - 2001
Tucker Anthony Cleary Gull 1998 - 2000
Robert W. Baird and Company 1994 - 1998
B.C. Ziegler 1993 - 1994
Strong Capital Management 1989 - 1994
Education
The University of Chicago 1997 — 1999
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1985 — 1990
BBA, Finance/Marketing
Universidad de Sevilla
Mizuho Securities USA Inc. July 2013 - Present
Knight Capital Group May 2012 - July 2013
Macquarie Capital (USA), Inc. July 2010 - March 2012
Deutsche Bank Securities March 2004 - April 2010
JP Morgan February 2000 - February 2004
Chase Hambrecht and Quist 2000 - 2001
Tucker Anthony Cleary Gull 1998 - 2000
Robert W. Baird and Company 1994 - 1998
B.C. Ziegler 1993 - 1994
Strong Capital Management 1989 - 1994
Education
The University of Chicago 1997 — 1999
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1985 — 1990
BBA, Finance/Marketing
Universidad de Sevilla
Errol McLaughlin's J.P. Morgan Experience June 2008 - March 2009
Job Commercial Manager, Origination at BG Group
Industry Oil & Energy
Experience
BG Group September 2015 - Present
BG Group May 2015 - September 2015
BG Group May 2011 - May 2015
Glencore May 2009 - May 2011
JP Morgan June 2008 - March 2009
Bear Stearns September 2006 - June 2008
Allegro Development May 2005 - September 2006
Calpine December 2002 - May 2005
UBS Warburg Energy (Formerly Enron North America) February 2002 - December 2002
Enron December 1999 - February 2002
Skills
Risk Analytics, ETRM, Energy, Risk Management, Scheduling, Modeling, Endur, Derivatives, Natural Gas, Options, Trading Systems, Model Validation, Energy Trading, Process Scheduler, Commodity Markets, Valuation, V&V, Financial Risk, Hedging, Commodity, Trading, Market Risk, Financial Analysis, Finance, Swaps, VAR, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1995
BBA, Marketing, Finance
BG Group September 2015 - Present
BG Group May 2015 - September 2015
BG Group May 2011 - May 2015
Glencore May 2009 - May 2011
JP Morgan June 2008 - March 2009
Bear Stearns September 2006 - June 2008
Allegro Development May 2005 - September 2006
Calpine December 2002 - May 2005
UBS Warburg Energy (Formerly Enron North America) February 2002 - December 2002
Enron December 1999 - February 2002
Skills
Risk Analytics, ETRM, Energy, Risk Management, Scheduling, Modeling, Endur, Derivatives, Natural Gas, Options, Trading Systems, Model Validation, Energy Trading, Process Scheduler, Commodity Markets, Valuation, V&V, Financial Risk, Hedging, Commodity, Trading, Market Risk, Financial Analysis, Finance, Swaps, VAR, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1995
BBA, Marketing, Finance
Sanjay Keshava's J.P. Morgan Experience June 1992 - February 1995
Job Vice President at Bessemer Trust
Industry Information Technology and Services
Experience
Bessemer Trust November 2013 - Present
Citibank August 2011 - November 2013
BondDesk Group LLC April 2006 - August 2011
TIPS and TechHackers a subsidiary of BondDesk Group, LLC April 2006 - August 2011
JPMorgan Chase February 1998 - January 2006
CIBC February 1995 - February 1998
JP Morgan June 1992 - February 1995
Morgan Stanley November 1991 - June 1992
Xerox June 1984 - August 1989
Skills
Fixed Income, Equities, Risk Management, Trading Systems, Trading, Business Intelligence, Financial Analysis, Analytics, Structured Products, SDLC, Management, Business Analysis, Derivatives, Capital Markets, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business
MBA, finance and information systems
University of California, Irvine
Electrical Engineering, analog and digital circuits and computer science
University of Southern California
Computer Engineering, high performance computing architectures
Bessemer Trust November 2013 - Present
Citibank August 2011 - November 2013
BondDesk Group LLC April 2006 - August 2011
TIPS and TechHackers a subsidiary of BondDesk Group, LLC April 2006 - August 2011
JPMorgan Chase February 1998 - January 2006
CIBC February 1995 - February 1998
JP Morgan June 1992 - February 1995
Morgan Stanley November 1991 - June 1992
Xerox June 1984 - August 1989
Skills
Fixed Income, Equities, Risk Management, Trading Systems, Trading, Business Intelligence, Financial Analysis, Analytics, Structured Products, SDLC, Management, Business Analysis, Derivatives, Capital Markets, Financial Services
Education
The University of Texas at Austin - Red McCombs School of Business
MBA, finance and information systems
University of California, Irvine
Electrical Engineering, analog and digital circuits and computer science
University of Southern California
Computer Engineering, high performance computing architectures
Peter German's J.P. Morgan Experience August 2008 - April 2011
Job Half Entrepreneur Half Banker
Industry Banking
Experience
Capital One 360 December 2013 - Present
JP Morgan August 2008 - April 2011
JPMorgan Chase January 2008 - August 2008
Peter German's Professional Power Washing, LLC May 2004 - December 2007
Skills
Profit Maximization, Equities, Equity Research, Risk Management, VBA, Database Design, Financial Modeling, Financial Analysis, Bloomberg, Spanish-speaking, Valuation, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Sales Management, Payroll Analysis, Project Management, SAP, Public Speaking, Global Enterprise..., Financial Forecasting, Cash Flow Forecasting, Cash Management, Customer Retention, Customer Profitability, Increased Profitability, Profit Margins, Fixed Income, Database Administration, Databases, Access, SWOT analysis, Business Efficiency, Cost Efficiency, Process Efficiency, Driving Efficiency, Operating Efficiencies, Fleet Management, Logistics, Pivot Tables, V Lookups, Visual Basic, Technical Presentations, Sales Presentations, Microsoft Excel, PowerPoint, SQL, VB.NET, HTML
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Finance
Universidad de Granada 2006 — 2006
Spanish Literature , Spanish Language and Literature
Capital One 360 December 2013 - Present
JP Morgan August 2008 - April 2011
JPMorgan Chase January 2008 - August 2008
Peter German's Professional Power Washing, LLC May 2004 - December 2007
Skills
Profit Maximization, Equities, Equity Research, Risk Management, VBA, Database Design, Financial Modeling, Financial Analysis, Bloomberg, Spanish-speaking, Valuation, Derivatives, Investment Banking, Capital Markets, Hedge Funds, Sales Management, Payroll Analysis, Project Management, SAP, Public Speaking, Global Enterprise..., Financial Forecasting, Cash Flow Forecasting, Cash Management, Customer Retention, Customer Profitability, Increased Profitability, Profit Margins, Fixed Income, Database Administration, Databases, Access, SWOT analysis, Business Efficiency, Cost Efficiency, Process Efficiency, Driving Efficiency, Operating Efficiencies, Fleet Management, Logistics, Pivot Tables, V Lookups, Visual Basic, Technical Presentations, Sales Presentations, Microsoft Excel, PowerPoint, SQL, VB.NET, HTML
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science, Finance
Universidad de Granada 2006 — 2006
Spanish Literature , Spanish Language and Literature
Joseph Barragan's J.P. Morgan Experience June 1993 - November 2010
Job Principal and Founder of Strategic Financing Advisors LLC
Industry Financial Services
Experience
JP Morgan Private Bank September 2013 - June 2015
JP Morgan Private Bank April 2013 - September 2013
JP Morgan Private Bank January 2010 - April 2013
JP Morgan June 1993 - November 2010
Brown Bothers Harriman July 1991 - May 1993
Chemical Bank ( thru various mergers now part of J P Morgan Chase) August 1979 - June 1991
Skills
Capital Markets, Alternative Investments, Asset Allocation, Asset Management, Banking, Corporate Finance, Corporate Governance, Credit, Credit Derivatives, Derivatives, Due Diligence, Emerging Markets, Finance, Financial Analysis, Financial Markets, Financial Services, Financial Structuring, Fixed Income, Investment Banking, Investments, Latin America, Loan Origination, M, Management, Mergers, Private Banking, Private Equity, Risk Management, Securities, Strategic Financial..., Strategic Planning, Strategy, Structured Finance, Syndications, Structured Products, Venture Capital
Education
UCLA Anderson School of Management 1977 — 1979
M.B.A., Finance
University of California, Los Angeles 1973 — 1977
BA, Political Science
JP Morgan Private Bank September 2013 - June 2015
JP Morgan Private Bank April 2013 - September 2013
JP Morgan Private Bank January 2010 - April 2013
JP Morgan June 1993 - November 2010
Brown Bothers Harriman July 1991 - May 1993
Chemical Bank ( thru various mergers now part of J P Morgan Chase) August 1979 - June 1991
Skills
Capital Markets, Alternative Investments, Asset Allocation, Asset Management, Banking, Corporate Finance, Corporate Governance, Credit, Credit Derivatives, Derivatives, Due Diligence, Emerging Markets, Finance, Financial Analysis, Financial Markets, Financial Services, Financial Structuring, Fixed Income, Investment Banking, Investments, Latin America, Loan Origination, M, Management, Mergers, Private Banking, Private Equity, Risk Management, Securities, Strategic Financial..., Strategic Planning, Strategy, Structured Finance, Syndications, Structured Products, Venture Capital
Education
UCLA Anderson School of Management 1977 — 1979
M.B.A., Finance
University of California, Los Angeles 1973 — 1977
BA, Political Science
Carol Lynn Smith's J.P. Morgan Experience 1983 - 1986
Job President at Creative Source, Inc.
Industry Design
Experience
Creative Source, Inc. 2001 - Present
Creative Source, Inc. 1986 - Present
JP Morgan 1983 - 1986
Lee & Young Communications 1981 - 1983
Skills
Annual Reports, Corporate Identity, Graphic Design, Creative Direction, Brochures, Branding & Identity, Art Direction, Packaging, Logo Design, Corporate Branding, Typography, Graphics, Marketing Communications, Marketing, Social Media Marketing, Online Marketing, Photography, Brand Development, Advertising, Online Advertising, Direct Mail, Creative Strategy, Web Design, Catalogs, Magazines, Layout, Concept Development, Pre-press, InDesign, Posters, Integrated Marketing, Illustrator, Copywriting, Adobe Creative Suite, Collateral, Illustration, Newsletters, Adobe Acrobat, Mac, Email Marketing, Direct Marketing, Interactive Advertising, User Experience, Image Editing, Image Manipulation
Education
Allgemeine Gewerbeschule - Basel School of Design 1975 — 1977
graduate studies
The University of the Arts 1969 — 1973
BFA
Creative Source, Inc. 2001 - Present
Creative Source, Inc. 1986 - Present
JP Morgan 1983 - 1986
Lee & Young Communications 1981 - 1983
Skills
Annual Reports, Corporate Identity, Graphic Design, Creative Direction, Brochures, Branding & Identity, Art Direction, Packaging, Logo Design, Corporate Branding, Typography, Graphics, Marketing Communications, Marketing, Social Media Marketing, Online Marketing, Photography, Brand Development, Advertising, Online Advertising, Direct Mail, Creative Strategy, Web Design, Catalogs, Magazines, Layout, Concept Development, Pre-press, InDesign, Posters, Integrated Marketing, Illustrator, Copywriting, Adobe Creative Suite, Collateral, Illustration, Newsletters, Adobe Acrobat, Mac, Email Marketing, Direct Marketing, Interactive Advertising, User Experience, Image Editing, Image Manipulation
Education
Allgemeine Gewerbeschule - Basel School of Design 1975 — 1977
graduate studies
The University of the Arts 1969 — 1973
BFA
Michael J. Stephenson's J.P. Morgan Experience October 2007 - Present
Job Financial Control at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2007 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 1986 — 1989
MBA
The University of Texas at Austin 1982 — 1986
BS, Finance
JP Morgan October 2007 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 1986 — 1989
MBA
The University of Texas at Austin 1982 — 1986
BS, Finance
Andrea Tardy's J.P. Morgan Experience August 2015 - Present
Job Managing Director at JPMorgan
Industry Banking
Experience
J.P. Morgan August 2015 - Present
JP Morgan 2009 - Present
Goldman Sachs August 2007 - February 2009
JPMorgan January 1997 - May 2006
IMI Bank (Lux) SA January 1989 - December 1994
Skills
Management
Education
Università degli Studi di Torino 1984 — 1988
Law Degree
Liceo Classico M d'Azeglio 1979 — 1984
Maturità Classica-High School Diploma
J.P. Morgan August 2015 - Present
JP Morgan 2009 - Present
Goldman Sachs August 2007 - February 2009
JPMorgan January 1997 - May 2006
IMI Bank (Lux) SA January 1989 - December 1994
Skills
Management
Education
Università degli Studi di Torino 1984 — 1988
Law Degree
Liceo Classico M d'Azeglio 1979 — 1984
Maturità Classica-High School Diploma
Joshua Danziger's J.P. Morgan Experience June 2008 - July 2009
Job Software Engineer at Google
Industry Computer Software
Experience
Google July 2009 - Present
JP Morgan June 2008 - July 2009
Bear Stearns May 2005 - June 2008
Education
Tufts University 2007 — 2007
M.S., Computer Science
Tufts University 2003 — 2007
B.A., Computer Science
Google July 2009 - Present
JP Morgan June 2008 - July 2009
Bear Stearns May 2005 - June 2008
Education
Tufts University 2007 — 2007
M.S., Computer Science
Tufts University 2003 — 2007
B.A., Computer Science
Ryan Compere's J.P. Morgan Experience December 2009 - May 2012
Job Application Developer at JPMorgan Chase & Co.
Industry Computer Software
Experience
JPMorgan Chase & Co. October 2012 - Present
MedAssets May 2012 - September 2012
JP Morgan December 2009 - May 2012
Alcatel-Lucent USA June 2009 - January 2010
Willowbend Corporation May 2005 - December 2008
Skills
Microsoft SQL Server, System Architecture, .NET, SQL, Software Development, C#, Agile Methodologies, T-SQL, ASP.NET, Visual Studio, Web Services, VSS, TFS, WCF
Education
The University of Texas at Dallas 2005 — 2009
BS, Software Engineering
Trinity Christian Academy
JPMorgan Chase & Co. October 2012 - Present
MedAssets May 2012 - September 2012
JP Morgan December 2009 - May 2012
Alcatel-Lucent USA June 2009 - January 2010
Willowbend Corporation May 2005 - December 2008
Skills
Microsoft SQL Server, System Architecture, .NET, SQL, Software Development, C#, Agile Methodologies, T-SQL, ASP.NET, Visual Studio, Web Services, VSS, TFS, WCF
Education
The University of Texas at Dallas 2005 — 2009
BS, Software Engineering
Trinity Christian Academy
Mukul Hariharan's J.P. Morgan Experience July 2008 - July 2010
Job Analyst at Carlson Capital, L.P.
Industry Investment Banking
Experience
Carlson Capital, L.P. May 2012 - Present
Moelis & Company January 2012 - May 2012
Moelis & Company August 2010 - December 2011
JP Morgan July 2008 - July 2010
Piedmont Airlines March 2005 - January 2006
Island Air August 2004 - February 2005
Alliance Flight Services 2002 - 2004
Airline Transport Professionals May 2002 - July 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA, Finance
The University of Texas at Austin 1997 — 2002
Bachelor of Science, Aerospace Engineering
Carlson Capital, L.P. May 2012 - Present
Moelis & Company January 2012 - May 2012
Moelis & Company August 2010 - December 2011
JP Morgan July 2008 - July 2010
Piedmont Airlines March 2005 - January 2006
Island Air August 2004 - February 2005
Alliance Flight Services 2002 - 2004
Airline Transport Professionals May 2002 - July 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA, Finance
The University of Texas at Austin 1997 — 2002
Bachelor of Science, Aerospace Engineering
Michael Frantz's J.P. Morgan Experience June 2008 - February 2010
Job Vice President, Investments at TRT Holdings, Inc.
Industry Financial Services
Experience
TRT Holdings, Inc. September 2013 - Present
TRT Holdings, Inc. February 2010 - September 2013
JP Morgan June 2008 - February 2010
Chicago Board of Trade January 2005 - August 2007
Ernst & Young January 2007 - April 2007
Skills
Commodity, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Due Diligence, Finance, Corporate Finance, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
MPA, BA, Accounting and Finance
The University of Texas at Austin 2007 — 2008
Masters in Professional Accounting, Accounting, Finance
The University of Texas at Austin 2003 — 2008
Business Administration, Accounting, Finance
TRT Holdings, Inc. September 2013 - Present
TRT Holdings, Inc. February 2010 - September 2013
JP Morgan June 2008 - February 2010
Chicago Board of Trade January 2005 - August 2007
Ernst & Young January 2007 - April 2007
Skills
Commodity, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Due Diligence, Finance, Corporate Finance, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2008
MPA, BA, Accounting and Finance
The University of Texas at Austin 2007 — 2008
Masters in Professional Accounting, Accounting, Finance
The University of Texas at Austin 2003 — 2008
Business Administration, Accounting, Finance
Matthew Vibert's J.P. Morgan Experience October 2010 - April 2011
Job Institutional Performance Communications Assistant at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group May 2015 - Present
Janus Capital Group November 2013 - May 2015
Washington Park Grille August 2012 - February 2014
Fieldpoint Private Bank and Trust April 2011 - May 2012
The Horse and Hound Inn August 2010 - August 2011
JP Morgan October 2010 - April 2011
Skills
Investments, Mutual Funds, Finance, Microsoft Excel, Financial Modeling, Equities, Financial Analysis, Asset Management, Social Media, Management, Hedge Funds, Risk Management, Marketing, Trading, Due Diligence
Education
Trinity College-Hartford 2007 — 2010
BA, Economics
Bucknell University, College of Arts and Sciences
Economics Major
John Jay High School
Janus Capital Group May 2015 - Present
Janus Capital Group November 2013 - May 2015
Washington Park Grille August 2012 - February 2014
Fieldpoint Private Bank and Trust April 2011 - May 2012
The Horse and Hound Inn August 2010 - August 2011
JP Morgan October 2010 - April 2011
Skills
Investments, Mutual Funds, Finance, Microsoft Excel, Financial Modeling, Equities, Financial Analysis, Asset Management, Social Media, Management, Hedge Funds, Risk Management, Marketing, Trading, Due Diligence
Education
Trinity College-Hartford 2007 — 2010
BA, Economics
Bucknell University, College of Arts and Sciences
Economics Major
John Jay High School
Chris Kapsaroff's J.P. Morgan Experience July 2011 - February 2013
Job Director, Strategy and Execution Office of the COO at Barclays Corporate and Investment Bank
Industry Investment Banking
Experience
Barclays March 2013 - Present
J.P. Morgan July 2011 - February 2013
JP Morgan March 2008 - June 2011
Board Seats Held January 2001 - January 2010
Merrill Lynch August 2004 - March 2008
US Navy 1987 - 1996
Skills
Prime Brokerage, Private Equity, Alternative Investments, Hedge Funds, Equities, Strategy Consulting, M&A experience, Equity Trading, Capital Markets, Investment Banking, Strategy, Mergers & Acquisitions, Securities, Competitive Analysis, Emerging Markets, Executive Management, Financial Structuring, Valuation, Financial Modeling, Fixed Income, Cross-functional Team..., Venture Capital, Financial Services, Derivatives, Investments, Corporate Development, CRM
Education
Yale University 1994 — 1997
MA, International Relations, Grand Strategy and the Economics of Technology concentration
United States Merchant Marine Academy
BS, Nautical Science
Barclays March 2013 - Present
J.P. Morgan July 2011 - February 2013
JP Morgan March 2008 - June 2011
Board Seats Held January 2001 - January 2010
Merrill Lynch August 2004 - March 2008
US Navy 1987 - 1996
Skills
Prime Brokerage, Private Equity, Alternative Investments, Hedge Funds, Equities, Strategy Consulting, M&A experience, Equity Trading, Capital Markets, Investment Banking, Strategy, Mergers & Acquisitions, Securities, Competitive Analysis, Emerging Markets, Executive Management, Financial Structuring, Valuation, Financial Modeling, Fixed Income, Cross-functional Team..., Venture Capital, Financial Services, Derivatives, Investments, Corporate Development, CRM
Education
Yale University 1994 — 1997
MA, International Relations, Grand Strategy and the Economics of Technology concentration
United States Merchant Marine Academy
BS, Nautical Science
Andres Sinclair's J.P. Morgan Experience October 1996 - November 2000
Job CIO Genesis Investement Advisors LLC
Industry Investment Management
Experience
Genesis Investment Advisors LLC October 2005 - Present
BAC Florida Bank November 2002 - October 2005
CSFB March 2001 - July 2002
JP Morgan October 1996 - November 2000
LTCB Latin America NY December 1992 - September 1996
Credibanco SP January 1992 - November 1992
Citibank January 1986 - January 1992
Education
Universidade de São Paulo 1980 — 1986
Bachelor, Economics-FEA
Colegio Santa Cruz 1973 — 1978
Genesis Investment Advisors LLC October 2005 - Present
BAC Florida Bank November 2002 - October 2005
CSFB March 2001 - July 2002
JP Morgan October 1996 - November 2000
LTCB Latin America NY December 1992 - September 1996
Credibanco SP January 1992 - November 1992
Citibank January 1986 - January 1992
Education
Universidade de São Paulo 1980 — 1986
Bachelor, Economics-FEA
Colegio Santa Cruz 1973 — 1978
Benjamin Lander's J.P. Morgan Experience March 2008 - February 2010
Job MBS Sales
Industry Investment Banking
Experience
Amherst Securities Group July 2011 - Present
Lone Star Funds/Hudson Advisors March 2010 - July 2011
JP Morgan March 2008 - February 2010
Bear Stearns 2007 - 2008
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters in Finance, Finance
Amherst Securities Group July 2011 - Present
Lone Star Funds/Hudson Advisors March 2010 - July 2011
JP Morgan March 2008 - February 2010
Bear Stearns 2007 - 2008
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters in Finance, Finance
Kyla McNally's J.P. Morgan Experience September 2004 - Present
Job Managing Director Global Head of CAO Recruiting & US Campus Recruiting for the Corporate & Investment Bank
Industry Financial Services
Experience
JP Morgan September 2004 - Present
Education
Trinity College, Dublin
Trinity College, Dublin
JP Morgan September 2004 - Present
Education
Trinity College, Dublin
Trinity College, Dublin
Eduardo Chacon Burotto's J.P. Morgan Experience March 2009 - December 2009
Job Ingeniero Comercial, Magíster en Finanzas
Industry Marketing and Advertising
Experience
General Mills December 2011 - January 2015
Celfin Capital May 2010 - December 2011
JP Morgan March 2009 - December 2009
Skills
Bloomberg, Corporate Finance, Financial Analysis, Financial Modeling, Investments, Investment Banking, Asset Managment, Spanish, Valuation, Business Strategy, Bloomberg Terminal, English, Trading, Fixed Income, Derivatives, Capital Markets, Marketing Strategy, Business Planning, Equities, Microsoft Excel, Administración y..., Planificación..., Liderazgo de equipos, Negociación, Mercadotecnia, Finanzas, Inglés, Estrategia empresarial
Education
Universidad Adolfo Ibáñez 2003 — 2008
Ingeniero Comercial, Master of science in Finance, Finanzas
General Mills December 2011 - January 2015
Celfin Capital May 2010 - December 2011
JP Morgan March 2009 - December 2009
Skills
Bloomberg, Corporate Finance, Financial Analysis, Financial Modeling, Investments, Investment Banking, Asset Managment, Spanish, Valuation, Business Strategy, Bloomberg Terminal, English, Trading, Fixed Income, Derivatives, Capital Markets, Marketing Strategy, Business Planning, Equities, Microsoft Excel, Administración y..., Planificación..., Liderazgo de equipos, Negociación, Mercadotecnia, Finanzas, Inglés, Estrategia empresarial
Education
Universidad Adolfo Ibáñez 2003 — 2008
Ingeniero Comercial, Master of science in Finance, Finanzas
Robert Carrico's J.P. Morgan Experience June 2004 - November 2007
Job President at Collins Carrico Advertising Solutions
Industry Capital Markets
Experience
Collins Carrico Advertising Solutions August 2011 - Present
CSG Investments/Beal Bank November 2007 - May 2010
JP Morgan June 2004 - November 2007
Federal Home Loan Bank April 1999 - November 2002
Bluebonnet Savings Bank FSB December 1993 - January 1999
Bluebonnet Savings Bank FSB December 1990 - December 1993
Skills
Investments, Derivatives, MBS, High Yield, Cash Management, Fixed Income, Capital Markets, Bonds, Valuation, Portfolio Management, Financial Modeling, Bloomberg, Asset Managment, Corporate Finance, Credit Analysis, Securities, Options, Trading, Financial Risk
Education
The University of Texas at Dallas 1998 — 2004
BA, Economics/Finance
Collins Carrico Advertising Solutions August 2011 - Present
CSG Investments/Beal Bank November 2007 - May 2010
JP Morgan June 2004 - November 2007
Federal Home Loan Bank April 1999 - November 2002
Bluebonnet Savings Bank FSB December 1993 - January 1999
Bluebonnet Savings Bank FSB December 1990 - December 1993
Skills
Investments, Derivatives, MBS, High Yield, Cash Management, Fixed Income, Capital Markets, Bonds, Valuation, Portfolio Management, Financial Modeling, Bloomberg, Asset Managment, Corporate Finance, Credit Analysis, Securities, Options, Trading, Financial Risk
Education
The University of Texas at Dallas 1998 — 2004
BA, Economics/Finance
Ayelen Banegas's J.P. Morgan Experience June 2001 - September 2002
Job Economist at Federal Reserve Board
Industry Research
Experience
The World Bank August 2003 - August 2005
The World Bank March 2003 - August 2003
The World Bank January 2003 - March 2003
JP Morgan June 2001 - September 2002
ACNielsen July 2000 - May 2001
HSBC Bank Argentina 1998 - 2000
Skills
Econometrics, Financial Economics, Research, Emerging Markets, Economics, Macroeconomics, Stata, Economic Research, International Economics, Quantitative Analytics, Statistics, Microeconomics, Investments
Education
University of California, San Diego
Ph.D
University of California, San Diego
M.A.
Universitat Pompeu Fabra
M.A.
Universidad de Buenos Aires
B.A.
The World Bank August 2003 - August 2005
The World Bank March 2003 - August 2003
The World Bank January 2003 - March 2003
JP Morgan June 2001 - September 2002
ACNielsen July 2000 - May 2001
HSBC Bank Argentina 1998 - 2000
Skills
Econometrics, Financial Economics, Research, Emerging Markets, Economics, Macroeconomics, Stata, Economic Research, International Economics, Quantitative Analytics, Statistics, Microeconomics, Investments
Education
University of California, San Diego
Ph.D
University of California, San Diego
M.A.
Universitat Pompeu Fabra
M.A.
Universidad de Buenos Aires
B.A.
Dean Craig's J.P. Morgan Experience June 2010 - October 2014
Job Energy Commodity Trader at Noble Americas
Industry Oil & Energy
Experience
Noble Americas October 2014 - Present
JP Morgan June 2010 - October 2014
Sempra Energy Trading June 2005 - June 2010
Louis Dreyfus Commodities January 2000 - June 2005
Transcanada 1995 - 1999
Education
The University of Texas at Austin
Bachelors of Science, Chemical Engineering
Noble Americas October 2014 - Present
JP Morgan June 2010 - October 2014
Sempra Energy Trading June 2005 - June 2010
Louis Dreyfus Commodities January 2000 - June 2005
Transcanada 1995 - 1999
Education
The University of Texas at Austin
Bachelors of Science, Chemical Engineering
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.