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
Seung Yoo Seung Yoo's J.P. Morgan Experience August 2013 - June 2014
Job Risk and Business Intelligence
Industry Financial Services
Experience
Solver July 2014 - Present
JP Morgan August 2013 - June 2014
Millennium Entertainment August 2012 - October 2012
Hippo Networks June 2011 - September 2011
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Economics, Finance, Statistics, Valuation, Business Intelligence, Forecasting, Credit, Loans, Financial Risk, Accounting, Management Consulting, Microsoft Office, Korean, PowerPoint, Credit Risk, Microsoft SQL Server, BI360, Database Administration, Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics AX, Relational Databases, ERP Implementations
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Science, Mathematics/Economics
Solver July 2014 - Present
JP Morgan August 2013 - June 2014
Millennium Entertainment August 2012 - October 2012
Hippo Networks June 2011 - September 2011
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Economics, Finance, Statistics, Valuation, Business Intelligence, Forecasting, Credit, Loans, Financial Risk, Accounting, Management Consulting, Microsoft Office, Korean, PowerPoint, Credit Risk, Microsoft SQL Server, BI360, Database Administration, Microsoft Dynamics GP, Microsoft Dynamics SL, Microsoft Dynamics AX, Relational Databases, ERP Implementations
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Science, Mathematics/Economics
Matt Fordyce Matt Fordyce's J.P. Morgan Experience February 2010 - April 2012
Job Director, Enterprise Accounts at Quid
Industry Internet
Experience
Quid March 2015 - Present
Quri December 2013 - February 2015
Quri May 2012 - November 2013
JP Morgan February 2010 - April 2012
Macquarie Capital (formerly Fox-Pitt Kelton) June 2008 - December 2009
Transition Parnters Limited May 2007 - November 2007
Skills
Financial Modeling, Marketing, Mergers & Acquisitions, Sales Management, SaaS, Institutional..., Sales, Sales Presentations, Salesforce.com, Venture Capital, Solution Selling, Account Management, Lead Generation, Finance, Strategy, Valuation, Management
Education
University of Colorado Boulder 2003 — 2007
Bachelors of Science, Finance
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Finance, Finance
Quid March 2015 - Present
Quri December 2013 - February 2015
Quri May 2012 - November 2013
JP Morgan February 2010 - April 2012
Macquarie Capital (formerly Fox-Pitt Kelton) June 2008 - December 2009
Transition Parnters Limited May 2007 - November 2007
Skills
Financial Modeling, Marketing, Mergers & Acquisitions, Sales Management, SaaS, Institutional..., Sales, Sales Presentations, Salesforce.com, Venture Capital, Solution Selling, Account Management, Lead Generation, Finance, Strategy, Valuation, Management
Education
University of Colorado Boulder 2003 — 2007
Bachelors of Science, Finance
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Finance, Finance
Gene Matthews Gene Matthews's J.P. Morgan Experience September 1998 - January 2001
Job CTO at PennyOwl
Industry Internet
Experience
PennyOwl April 2014 - Present
JPMorgan Chase January 2013 - March 2014
JPMorgan Chase February 2010 - January 2013
JPMorgan Chase November 2008 - February 2010
JPMorgan Chase July 2007 - October 2008
Barclays Capital May 2005 - June 2007
JPMorgan Chase April 2004 - April 2005
JPMorgan Chase January 2001 - March 2004
JP Morgan September 1998 - January 2001
JPMorgan January 1995 - September 1998
Skills
Investment Banking, Management, Risk Management, Equities, Trading Systems, Electronic Trading, Credit Derivatives, Derivatives
Education
University College Dublin 1990 — 1994
First Class Honours, Electronic Engineering (BE)
PennyOwl April 2014 - Present
JPMorgan Chase January 2013 - March 2014
JPMorgan Chase February 2010 - January 2013
JPMorgan Chase November 2008 - February 2010
JPMorgan Chase July 2007 - October 2008
Barclays Capital May 2005 - June 2007
JPMorgan Chase April 2004 - April 2005
JPMorgan Chase January 2001 - March 2004
JP Morgan September 1998 - January 2001
JPMorgan January 1995 - September 1998
Skills
Investment Banking, Management, Risk Management, Equities, Trading Systems, Electronic Trading, Credit Derivatives, Derivatives
Education
University College Dublin 1990 — 1994
First Class Honours, Electronic Engineering (BE)
Andrew Coburn Andrew Coburn's J.P. Morgan Experience July 1989 - June 1996
Job Senior Capital Markets Technology Professional
Industry Capital Markets
Experience
CIBC September 2012 - February 2015
TD Securities May 2004 - September 2012
WestLB 1996 - 2004
JP Morgan July 1989 - June 1996
Skills
Market Risk, Derivatives, Trading Systems, Capital Markets, Risk Management, Fixed Income, Equity Derivatives, SDLC, Equities, Summit, Business Analysis, Financial Risk, Quantitative Finance, Middle Office, Quantitative Analytics, Market Data, Software Development, Investment Banking, C++, Calypso, Solution Architecture, Enterprise Architecture, Application Architecture, SQL, FpML, Interest Rate..., Application Lifecycle..., Messaging, Credit Risk, Trading, Management
Education
University of Oxford 2000 — 2003
MSc., Mathematical Finance
University of Bath 1984 — 1988
BSc. M.Eng, Electrical and Electronic Engineering, First Class Honours
CIBC September 2012 - February 2015
TD Securities May 2004 - September 2012
WestLB 1996 - 2004
JP Morgan July 1989 - June 1996
Skills
Market Risk, Derivatives, Trading Systems, Capital Markets, Risk Management, Fixed Income, Equity Derivatives, SDLC, Equities, Summit, Business Analysis, Financial Risk, Quantitative Finance, Middle Office, Quantitative Analytics, Market Data, Software Development, Investment Banking, C++, Calypso, Solution Architecture, Enterprise Architecture, Application Architecture, SQL, FpML, Interest Rate..., Application Lifecycle..., Messaging, Credit Risk, Trading, Management
Education
University of Oxford 2000 — 2003
MSc., Mathematical Finance
University of Bath 1984 — 1988
BSc. M.Eng, Electrical and Electronic Engineering, First Class Honours
Kendall Curtis Kendall Curtis's J.P. Morgan Experience September 2013 - Present
Job Director at TAPFT Green Solutions, UCLA Environmental Science student, Recruiting Assistant at UCLA Football
Industry Environmental Services
Experience
JP MORGAN September 2013 - Present
UCLA Football June 2013 - Present
TAPFT Green Solutions January 2012 - Present
N-Phocus Photography, Creatively Inc August 2007 - Present
UCLA Riordan College to Career Program 2014 - 2014
Skills
Research, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, SPSS, Statistics, Microsoft Office, Public Speaking, Customer Service, Social Media, Event Planning, Community Outreach
Education
UCLA 2011 — 2015
Bachelor of Science (BS), Environmental Science
st. bernard high school 2007 — 2011
JP MORGAN September 2013 - Present
UCLA Football June 2013 - Present
TAPFT Green Solutions January 2012 - Present
N-Phocus Photography, Creatively Inc August 2007 - Present
UCLA Riordan College to Career Program 2014 - 2014
Skills
Research, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, SPSS, Statistics, Microsoft Office, Public Speaking, Customer Service, Social Media, Event Planning, Community Outreach
Education
UCLA 2011 — 2015
Bachelor of Science (BS), Environmental Science
st. bernard high school 2007 — 2011
Dennis Conway Dennis Conway's J.P. Morgan Experience September 1993 - February 1999
Job Managing Director at Huntington Bank
Industry Capital Markets
Experience
Huntington National Bank October 2014 - Present
EverBank Commercial Finance September 2013 - October 2014
UniCredit Corporate & Investment Banking June 2007 - April 2013
SunTrust Robinson Humphrey March 2005 - June 2007
RBC Dain Rauscher September 2003 - March 2005
National City Bank September 2001 - September 2003
Bank One February 1999 - September 2001
JP Morgan September 1993 - February 1999
Skills
Securitization, Banking, Structured Finance, Capital Markets, Securities, Structured Products, New Business Development, Relationship Management, Corporate Banking, Middle Market, Asset Based Lending, Cross Selling, Corporate Finance, Investor Relations, Business Planning, Marketing, Negotiation, BDCs, Forecasting, Financial Modeling, Credit, Financial Structuring, Treasury Management, Liquidity Solutions, CLO, ABCP, Financial Analysis, ABS, Portfolio Management, Fixed Income, Commercial Banking, Derivatives, Bonds, Investment Banking, CDO, Global Client Management, Leveraged Finance, Bloomberg, MBS, Credit Derivatives, Finance, Risk Management, Management, Asset Management, Credit Risk
Education
University of Delaware 1989 — 1993
BA, Economics
Huntington National Bank October 2014 - Present
EverBank Commercial Finance September 2013 - October 2014
UniCredit Corporate & Investment Banking June 2007 - April 2013
SunTrust Robinson Humphrey March 2005 - June 2007
RBC Dain Rauscher September 2003 - March 2005
National City Bank September 2001 - September 2003
Bank One February 1999 - September 2001
JP Morgan September 1993 - February 1999
Skills
Securitization, Banking, Structured Finance, Capital Markets, Securities, Structured Products, New Business Development, Relationship Management, Corporate Banking, Middle Market, Asset Based Lending, Cross Selling, Corporate Finance, Investor Relations, Business Planning, Marketing, Negotiation, BDCs, Forecasting, Financial Modeling, Credit, Financial Structuring, Treasury Management, Liquidity Solutions, CLO, ABCP, Financial Analysis, ABS, Portfolio Management, Fixed Income, Commercial Banking, Derivatives, Bonds, Investment Banking, CDO, Global Client Management, Leveraged Finance, Bloomberg, MBS, Credit Derivatives, Finance, Risk Management, Management, Asset Management, Credit Risk
Education
University of Delaware 1989 — 1993
BA, Economics
Jennifer Simms Jennifer Simms's J.P. Morgan Experience March 2011 - September 2012
Job Project Manager
Industry Nonprofit Organization Management
Experience
The Authors Guild September 2012 - Present
J.P Morgan March 2011 - September 2012
Telenext Media, Inc April 2010 - March 2011
2011 People's Choice Awards January 2011 - January 2011
Nurse Jackie September 2009 - November 2010
Guiding Light June 2004 - September 2009
Skills
Final Draft, Final Cut Pro, Broadcast, Microsoft Office, Publicity, Editing, Spanish, Non-profit Leadership, Marketing, Producing, Social Media, Event Planning, Production Managment, Copywriting, Social Networking, Facebook, Blogging, Social Media Marketing
Education
University of Cincinnati 2001 — 2004
Bachelor of Fine Arts, Electronic Media
Wittenberg University 1998 — 2000
The Authors Guild September 2012 - Present
J.P Morgan March 2011 - September 2012
Telenext Media, Inc April 2010 - March 2011
2011 People's Choice Awards January 2011 - January 2011
Nurse Jackie September 2009 - November 2010
Guiding Light June 2004 - September 2009
Skills
Final Draft, Final Cut Pro, Broadcast, Microsoft Office, Publicity, Editing, Spanish, Non-profit Leadership, Marketing, Producing, Social Media, Event Planning, Production Managment, Copywriting, Social Networking, Facebook, Blogging, Social Media Marketing
Education
University of Cincinnati 2001 — 2004
Bachelor of Fine Arts, Electronic Media
Wittenberg University 1998 — 2000
Jason Novotny Jason Novotny's J.P. Morgan Experience March 2007 - August 2007
Job VP Engineering and Technical CoFounder at Trizic, Inc.
Industry Information Technology and Services
Experience
DwellAware January 2014 - September 2014
MACH Energy June 2010 - January 2014
QuantStock LLC October 2009 - October 2010
Independent Contractor August 2009 - July 2010
Home-Account Inc. November 2008 - June 2009
Virtu Financial LLC May 2008 - August 2008
PinkSheets LLC August 2007 - April 2008
JP Morgan March 2007 - August 2007
NCMIR / UCSD June 2005 - March 2007
Lawrence Berkeley National Laboratory January 2005 - May 2005
Skills
Hibernate, Java Enterprise Edition, Subversion, High Performance..., Unix, Ant, Java, Python, Spring, JDBC, Web Services, Software Development, MySQL, MongoDB, REST, Java Concurrency, Node.js, Distributed Systems, SSO, DocuSign, Network Engineering, Computer Security, Amazon Web Services..., Scientific Computing, Wicket, Maven, Technical Hiring, Enterprise Architecture, Git, Software Project..., Linux, Software Engineering, Agile Methodologies, Web Applications, XML, Algorithms
Education
University of California, Berkeley 1994 — 1997
B.S., Engineering Physics
DwellAware January 2014 - September 2014
MACH Energy June 2010 - January 2014
QuantStock LLC October 2009 - October 2010
Independent Contractor August 2009 - July 2010
Home-Account Inc. November 2008 - June 2009
Virtu Financial LLC May 2008 - August 2008
PinkSheets LLC August 2007 - April 2008
JP Morgan March 2007 - August 2007
NCMIR / UCSD June 2005 - March 2007
Lawrence Berkeley National Laboratory January 2005 - May 2005
Skills
Hibernate, Java Enterprise Edition, Subversion, High Performance..., Unix, Ant, Java, Python, Spring, JDBC, Web Services, Software Development, MySQL, MongoDB, REST, Java Concurrency, Node.js, Distributed Systems, SSO, DocuSign, Network Engineering, Computer Security, Amazon Web Services..., Scientific Computing, Wicket, Maven, Technical Hiring, Enterprise Architecture, Git, Software Project..., Linux, Software Engineering, Agile Methodologies, Web Applications, XML, Algorithms
Education
University of California, Berkeley 1994 — 1997
B.S., Engineering Physics
Beth Sears Beth Sears's J.P. Morgan Experience 1994 - 2000
Job Director of Investor Relations at NewSchools Venture Fund
Industry Nonprofit Organization Management
Experience
NewSchools Venture Fund April 2013 - Present
Gunn Foundation March 2013 - Present
Raising A Reader, Silicon Valley Community Foundation August 2010 - April 2013
Room to Read 2008 - April 2011
JP Morgan 1994 - 2000
Price Waterhouse 1989 - 1994
Anari Inc. 1987 - 1989
Skills
Grant Writing, Non-profits, Writing Skills, Writing, Fundraising, Editing, Nonprofits, Community Outreach, Grants, Public Speaking, Program Development, Volunteer Management, Research, Event Planning, Program Evaluation, Social Media, Strategic Partnerships, Strategic Communications, Strategic Planning, Community Development, Philanthropy, Proposal Writing, Policy Analysis, Training, Social Entrepreneurship
Education
University of Canberra 2004 — 2009
MA, Creative Writing
London School of Economics and Political Science
General Course Degree, International Business, Junior Year Abroad Program
Mount Holyoke College
BA, International Relations
NewSchools Venture Fund April 2013 - Present
Gunn Foundation March 2013 - Present
Raising A Reader, Silicon Valley Community Foundation August 2010 - April 2013
Room to Read 2008 - April 2011
JP Morgan 1994 - 2000
Price Waterhouse 1989 - 1994
Anari Inc. 1987 - 1989
Skills
Grant Writing, Non-profits, Writing Skills, Writing, Fundraising, Editing, Nonprofits, Community Outreach, Grants, Public Speaking, Program Development, Volunteer Management, Research, Event Planning, Program Evaluation, Social Media, Strategic Partnerships, Strategic Communications, Strategic Planning, Community Development, Philanthropy, Proposal Writing, Policy Analysis, Training, Social Entrepreneurship
Education
University of Canberra 2004 — 2009
MA, Creative Writing
London School of Economics and Political Science
General Course Degree, International Business, Junior Year Abroad Program
Mount Holyoke College
BA, International Relations
Robin S. Ross Robin S. Ross's J.P. Morgan Experience April 1995 - November 2003
Job Executive and Leadership Coaching | Consulting
Industry Management Consulting
Experience
R2 Coaching January 2013 - Present
RSR Advisory, LLC October 2012 - Present
CME Group January 2005 - December 2011
Cantor Fitzgerald November 2003 - December 2004
JP Morgan April 1995 - November 2003
CS First Boston April 1991 - March 1995
Skills
Credit Risk, Venture Capital, Electronic Trading, Fixed Income, Options, Derivatives, Capital Markets, Trading, Career Coaching, Proprietary Trading, Career Development..., Career Transitioning, Rates, Hedging, Financial Markets, Risk Management, Strategy, Hedge Funds, Trading Systems, Commodity, Interest Rate..., Financial Services, Securities, Asset Management, Alternative Investments, Investments, Leadership, Executive Coaching, Change Management
Education
NeuroLeadership Institute 2014 — 2014
Foundations of NeuroLeadeship Certificate Program, NeuroLeadership
Institute for Professional Excellence in Coaching 2012 — 2013
CPC, ELI-MP, Professional Coaching
University of Arkansas at Little Rock 1976 — 1978
BBA, Marketing
Southwestern at Memphis 1974 — 1975
R2 Coaching January 2013 - Present
RSR Advisory, LLC October 2012 - Present
CME Group January 2005 - December 2011
Cantor Fitzgerald November 2003 - December 2004
JP Morgan April 1995 - November 2003
CS First Boston April 1991 - March 1995
Skills
Credit Risk, Venture Capital, Electronic Trading, Fixed Income, Options, Derivatives, Capital Markets, Trading, Career Coaching, Proprietary Trading, Career Development..., Career Transitioning, Rates, Hedging, Financial Markets, Risk Management, Strategy, Hedge Funds, Trading Systems, Commodity, Interest Rate..., Financial Services, Securities, Asset Management, Alternative Investments, Investments, Leadership, Executive Coaching, Change Management
Education
NeuroLeadership Institute 2014 — 2014
Foundations of NeuroLeadeship Certificate Program, NeuroLeadership
Institute for Professional Excellence in Coaching 2012 — 2013
CPC, ELI-MP, Professional Coaching
University of Arkansas at Little Rock 1976 — 1978
BBA, Marketing
Southwestern at Memphis 1974 — 1975
Bill Borden Bill Borden's J.P. Morgan Experience May 1998 - February 2001
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS November 2008 - Present
Credit Suisse February 2001 - November 2008
JP Morgan May 1998 - February 2001
Coopers & Lybrand FAS Practice April 1996 - May 1998
Education
UCLA 1992 — 1996
Business Economics
UBS November 2008 - Present
Credit Suisse February 2001 - November 2008
JP Morgan May 1998 - February 2001
Coopers & Lybrand FAS Practice April 1996 - May 1998
Education
UCLA 1992 — 1996
Business Economics
Irene Dupont Irene Dupont's J.P. Morgan Experience September 2009 - March 2010
Job ARANER Corporate Assistant
Industry Mechanical or Industrial Engineering
Experience
ARANER May 2012 - Present
Apple Inc. April 2010 - April 2012
JP MORGAN September 2009 - March 2010
Skills
Corporate development &..., Marketing Strategy, Performance Management, Ingeniería, Microsoft Office, AutoCAD, Negociación, Gestión de proyectos, Ingeniería de proyectos, Estrategia empresarial, Planeamiento de..., Microsoft Excel, Energía
Education
University of California, Los Angeles
Bachelor of Arts (BA)
ARANER May 2012 - Present
Apple Inc. April 2010 - April 2012
JP MORGAN September 2009 - March 2010
Skills
Corporate development &..., Marketing Strategy, Performance Management, Ingeniería, Microsoft Office, AutoCAD, Negociación, Gestión de proyectos, Ingeniería de proyectos, Estrategia empresarial, Planeamiento de..., Microsoft Excel, Energía
Education
University of California, Los Angeles
Bachelor of Arts (BA)
Joe Emmerling, CFA Joe Emmerling, CFA's J.P. Morgan Experience September 2014 - Present
Job Investment Associate at J.P. Morgan
Industry Financial Services
Scott Rappaport's J.P. Morgan Experience March 2009 - Present
Job Asset Management at JP Morgan
Industry Financial Services
Experience
JP Morgan March 2009 - Present
Credit Suisse December 2006 - March 2009
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Alternative Investments, Investment Banking, Series 7, Mutual Funds, Hedge Funds, Securities, Series 63, Financial Modeling, Portfolio Management, Asset Management, Financial Markets, Investments, Wealth Management, Bonds, Corporate Finance, Valuation, Financial Services, Financial Analysis
Education
SUNY at Buffalo 2000 — 2005
JP Morgan March 2009 - Present
Credit Suisse December 2006 - March 2009
Skills
Fixed Income, Derivatives, Equities, Bloomberg, Alternative Investments, Investment Banking, Series 7, Mutual Funds, Hedge Funds, Securities, Series 63, Financial Modeling, Portfolio Management, Asset Management, Financial Markets, Investments, Wealth Management, Bonds, Corporate Finance, Valuation, Financial Services, Financial Analysis
Education
SUNY at Buffalo 2000 — 2005
William Silverman William Silverman's J.P. Morgan Experience January 2011 - February 2014
Job REALTOR/BROKER
Industry Real Estate
Experience
BVVCM BANK February 2014 - Present
JP MORGAN January 2011 - February 2014
SNNCB BANKING CORPORATION July 1993 - February 2014
Skills
Politics, Transportation, Customer Service, Logistics, Microsoft Office, Operations Management, Microsoft Excel, Project Management, Strategic Planning, Negotiation, Management, Team Building, Change Management, Process Improvement, Freight
Education
Cambridge University 2000 — 2011
BVVCM BANK February 2014 - Present
JP MORGAN January 2011 - February 2014
SNNCB BANKING CORPORATION July 1993 - February 2014
Skills
Politics, Transportation, Customer Service, Logistics, Microsoft Office, Operations Management, Microsoft Excel, Project Management, Strategic Planning, Negotiation, Management, Team Building, Change Management, Process Improvement, Freight
Education
Cambridge University 2000 — 2011
Pavit Randhawa's J.P. Morgan Experience 2006 - 2008
Job Manager, Strategy & Operations, Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting 2012 - Present
Cross Keys Capital, LLC 2011 - 2011
JP Morgan Chase 2010 - 2010
UBS Investment Bank 2009 - 2010
Calyon Securities 2008 - 2009
JP Morgan 2006 - 2008
Skills
Valuation, Fixed Income, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Restructuring, Portfolio Management, Emerging Markets, Investment Banking
Education
University of California, Los Angeles
BA, Economics & Accounting
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy & Operations
Deloitte Consulting 2012 - Present
Cross Keys Capital, LLC 2011 - 2011
JP Morgan Chase 2010 - 2010
UBS Investment Bank 2009 - 2010
Calyon Securities 2008 - 2009
JP Morgan 2006 - 2008
Skills
Valuation, Fixed Income, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Restructuring, Portfolio Management, Emerging Markets, Investment Banking
Education
University of California, Los Angeles
BA, Economics & Accounting
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy & Operations
Ali Naqvi Ali Naqvi's J.P. Morgan Experience December 2007 - June 2010
Job Vice President Global Transaction Banking at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 2012 - Present
Computershare June 2010 - February 2012
JP Morgan December 2007 - June 2010
Skills
Escrow, Mergers & Acquisitions, Equities
Education
University of California, Irvine 2003 — 2007
Bachelor(s) of Arts, Economics, Political Science
Deutsche Bank March 2012 - Present
Computershare June 2010 - February 2012
JP Morgan December 2007 - June 2010
Skills
Escrow, Mergers & Acquisitions, Equities
Education
University of California, Irvine 2003 — 2007
Bachelor(s) of Arts, Economics, Political Science
Joanna Cotta Leadbetter Joanna Cotta Leadbetter's J.P. Morgan Experience October 2007 - April 2010
Job Founder and Director at The Sculpt Barre
Industry Health, Wellness and Fitness
Experience
The Sculpt Barre January 2010 - Present
JP Morgan October 2007 - April 2010
Bernstein Global Wealth Management March 2004 - October 2007
Fisher Investments July 2002 - February 2004
Skills
Portfolio Management, Equities
Education
University of California, Los Angeles
B.A., Business Economics
The Sculpt Barre January 2010 - Present
JP Morgan October 2007 - April 2010
Bernstein Global Wealth Management March 2004 - October 2007
Fisher Investments July 2002 - February 2004
Skills
Portfolio Management, Equities
Education
University of California, Los Angeles
B.A., Business Economics
Alan Lipset Alan Lipset's J.P. Morgan Experience 1990 - 1994
Job Executive Vice President
Industry Marketing and Advertising
Experience
Lipenwald Inc September 1994 - Present
JP Morgan 1990 - 1994
Skills
Team Leadership, Start-ups, Direct Marketing, Direct Mail, Creative Direction, Advertising, Direct Response, Leadership, Email Marketing, Online Marketing, Marketing Strategy, Online Advertising, Product Marketing, Marketing, Lead Generation
Education
New York University, Stern School of Business 1990 — 1994
Master of Business Administration (MBA), Finance, General
The University of Connecticut 1980 — 1985
Bachelor of Science (BS), Marketing
Lipenwald Inc September 1994 - Present
JP Morgan 1990 - 1994
Skills
Team Leadership, Start-ups, Direct Marketing, Direct Mail, Creative Direction, Advertising, Direct Response, Leadership, Email Marketing, Online Marketing, Marketing Strategy, Online Advertising, Product Marketing, Marketing, Lead Generation
Education
New York University, Stern School of Business 1990 — 1994
Master of Business Administration (MBA), Finance, General
The University of Connecticut 1980 — 1985
Bachelor of Science (BS), Marketing
Ann Lane Ann Lane's J.P. Morgan Experience March 2000 - January 2005
Job Independent Director at DealerTrack
Industry
Experience
DealerTrack July 2007 - Present
JP Morgan March 2000 - January 2005
Citigroup 1997 - 2000
Citigroup 1997 - 2000
Citigroup 1990 - 1995
Skills
Corporate Finance, Mergers, Business Strategy, Valuation, Investment Banking, Capital Markets, Debt, Credit
Education
University of California, Berkeley
BA, Economics
DealerTrack July 2007 - Present
JP Morgan March 2000 - January 2005
Citigroup 1997 - 2000
Citigroup 1997 - 2000
Citigroup 1990 - 1995
Skills
Corporate Finance, Mergers, Business Strategy, Valuation, Investment Banking, Capital Markets, Debt, Credit
Education
University of California, Berkeley
BA, Economics
Jay Chakrapani Jay Chakrapani's J.P. Morgan Experience October 2011 - August 2012
Job Bank Of America
Industry Investment Banking
Experience
Bank Of America September 2012 - Present
JP Morgan October 2011 - August 2012
BNP Paribas Corporate and Investment Banking July 2011 - October 2011
Societe Generale Corporate & Investment Banking June 2010 - May 2011
MetLife June 2004 - December 2009
Actuate 1999 - 2004
Spike Technologies, Inc. June 1998 - April 1999
National Aerospace Laboratories December 1995 - June 1998
Skills
SQL, Requirements Analysis, Business Intelligence, SDLC, Business Analysis, Data Warehousing, Software Project..., Enterprise Architecture, Requirements Gathering, Data Modeling, Agile Methodologies, Software Development, IT Strategy, Solution Architecture, Vendor Management, Business Requirements, Project Management, SOA, C#, Java, Oracle, ETL, Visio, Project Portfolio..., Unix, SharePoint, Systems Analysis, Web Services, Integration, PMP, PMO, Sybase, Business Process, Microsoft SQL Server, Agile Project Management, Business Process..., PL/SQL, Artificial Intelligence, Neural Networks, Machine Learning
Education
University of Bristol
PhD, Aerospace Engineering
Bank Of America September 2012 - Present
JP Morgan October 2011 - August 2012
BNP Paribas Corporate and Investment Banking July 2011 - October 2011
Societe Generale Corporate & Investment Banking June 2010 - May 2011
MetLife June 2004 - December 2009
Actuate 1999 - 2004
Spike Technologies, Inc. June 1998 - April 1999
National Aerospace Laboratories December 1995 - June 1998
Skills
SQL, Requirements Analysis, Business Intelligence, SDLC, Business Analysis, Data Warehousing, Software Project..., Enterprise Architecture, Requirements Gathering, Data Modeling, Agile Methodologies, Software Development, IT Strategy, Solution Architecture, Vendor Management, Business Requirements, Project Management, SOA, C#, Java, Oracle, ETL, Visio, Project Portfolio..., Unix, SharePoint, Systems Analysis, Web Services, Integration, PMP, PMO, Sybase, Business Process, Microsoft SQL Server, Agile Project Management, Business Process..., PL/SQL, Artificial Intelligence, Neural Networks, Machine Learning
Education
University of Bristol
PhD, Aerospace Engineering
Namita Jambusaria Namita Jambusaria's J.P. Morgan Experience May 2005 - April 2007
Job AVP at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
IntraLinks April 2010 - November 2014
Aleutian Capital Partners February 2010 - April 2010
University at Buffalo May 2008 - December 2009
Center of Excellence for Document Analysis and Recognition August 2007 - May 2008
JP Morgan May 2005 - April 2007
JP Morgan 2005 - 2007
Skills
Financial Modeling, Valuation, Finance, Analysis, Strategy, Investment Banking, Mergers & Acquisitions, Due Diligence, Market Research, Management, Bloomberg, Financial Analysis, Portfolio Management, Risk Management, Data Analysis, Databases, Marketing, Mergers, Equities, Investments, Forecasting, Financial Reporting, Hedge Funds, Analytical Skills, Highly Analytical, advanced excel skills, Project Management
Education
University at Buffalo 2007 — 2009
MBA, Finance and Management Consulting
University of Mumbai 2005 — 2007
MCOM, Banking and Quantitative Analysis
University of Mumbai 2002 — 2005
BBA, Finance
TIAA-CREF December 2014 - Present
IntraLinks April 2010 - November 2014
Aleutian Capital Partners February 2010 - April 2010
University at Buffalo May 2008 - December 2009
Center of Excellence for Document Analysis and Recognition August 2007 - May 2008
JP Morgan May 2005 - April 2007
JP Morgan 2005 - 2007
Skills
Financial Modeling, Valuation, Finance, Analysis, Strategy, Investment Banking, Mergers & Acquisitions, Due Diligence, Market Research, Management, Bloomberg, Financial Analysis, Portfolio Management, Risk Management, Data Analysis, Databases, Marketing, Mergers, Equities, Investments, Forecasting, Financial Reporting, Hedge Funds, Analytical Skills, Highly Analytical, advanced excel skills, Project Management
Education
University at Buffalo 2007 — 2009
MBA, Finance and Management Consulting
University of Mumbai 2005 — 2007
MCOM, Banking and Quantitative Analysis
University of Mumbai 2002 — 2005
BBA, Finance
Chris Vickery Chris Vickery's J.P. Morgan Experience 2005 - November 2009
Job Managing Director at Nomura
Industry Banking
Experience
Nomura November 2009 - Present
JP Morgan 2005 - November 2009
JPMorgan Chase 2005 - April 2009
Citigroup May 1996 - May 2005
Education
University of Cape Town 1988 — 1991
Finance, Management
Nomura November 2009 - Present
JP Morgan 2005 - November 2009
JPMorgan Chase 2005 - April 2009
Citigroup May 1996 - May 2005
Education
University of Cape Town 1988 — 1991
Finance, Management
Mike D'Angelo, PMP Mike D'Angelo, PMP's J.P. Morgan Experience December 1990 - December 1998
Job Global Program Coordinator at AIG
Industry Financial Services
Experience
AIG May 2010 - Present
AIG January 2009 - July 2010
AIG February 2008 - December 2008
JPMorgan Chase April 2004 - January 2008
Bank One January 1999 - March 2004
JP Morgan December 1990 - December 1998
ADP September 1989 - November 1990
PepsiCo November 1984 - August 1989
Arthur Andersen & Co July 1979 - October 1984
US Air Force November 1971 - May 1977
Skills
Risk Management, Program Management, Vendor Management, Strategy, Integration, Management, Project Management, Business Planning, Team Leadership, Finance, Financial Reporting, Portfolio Management, Financial Services, Software Development, Investments, SDLC, PMO, Project Portfolio..., Talent Management, Business Analysis, Restructuring, IT Strategy, Business Process...
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance & International Business
University at Albany, SUNY 1977 — 1979
BS, Accounting
AIG May 2010 - Present
AIG January 2009 - July 2010
AIG February 2008 - December 2008
JPMorgan Chase April 2004 - January 2008
Bank One January 1999 - March 2004
JP Morgan December 1990 - December 1998
ADP September 1989 - November 1990
PepsiCo November 1984 - August 1989
Arthur Andersen & Co July 1979 - October 1984
US Air Force November 1971 - May 1977
Skills
Risk Management, Program Management, Vendor Management, Strategy, Integration, Management, Project Management, Business Planning, Team Leadership, Finance, Financial Reporting, Portfolio Management, Financial Services, Software Development, Investments, SDLC, PMO, Project Portfolio..., Talent Management, Business Analysis, Restructuring, IT Strategy, Business Process...
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance & International Business
University at Albany, SUNY 1977 — 1979
BS, Accounting
Thom Carroll's J.P. Morgan Experience September 1981 - September 1996
Job General Manager Business Continuity Audit and Information Assurance Services
Industry Information Technology and Services
Experience
CSC July 1996 - Present
JP Morgan September 1981 - September 1996
Citicorp Credit Services March 1979 - September 1981
Skills
IT Strategy, Disaster Recovery, IT Outsourcing, Business Continuity, Outsourcing, IT Service Management, Telecommunications, ISO 27001, Risk Management, Security, Incident Management
Education
University of Alabama 1971 — 1975
BA, Business Admin
CSC July 1996 - Present
JP Morgan September 1981 - September 1996
Citicorp Credit Services March 1979 - September 1981
Skills
IT Strategy, Disaster Recovery, IT Outsourcing, Business Continuity, Outsourcing, IT Service Management, Telecommunications, ISO 27001, Risk Management, Security, Incident Management
Education
University of Alabama 1971 — 1975
BA, Business Admin
Morgan O'Doherty Morgan O'Doherty's J.P. Morgan Experience 1997 - 1999
Job Director Head of Emerging Market Risk America's, Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2010 - Present
Goldman Sachs Australia August 2007 - May 2010
HSBC 2005 - 2006
CBA 2001 - 2005
Credit Suisse First Boston 2000 - 2001
JP Morgan 1997 - 1999
Skills
Derivatives, Equities, Market Risk, Product Control, Risk Management, Emerging Markets, Fixed Income, Interest Rate Risk..., Swaps, Credit Derivatives, Bonds, Interest Rate..., Options, Equity Derivatives, Investment Banking, FX Options, Enterprise Risk..., Rates, Finance
Education
University College Dublin 1999 — 2000
Masters, Economics
University College Dublin 1994 — 1997
BComm, Banking & Finance
Credit Suisse September 2010 - Present
Goldman Sachs Australia August 2007 - May 2010
HSBC 2005 - 2006
CBA 2001 - 2005
Credit Suisse First Boston 2000 - 2001
JP Morgan 1997 - 1999
Skills
Derivatives, Equities, Market Risk, Product Control, Risk Management, Emerging Markets, Fixed Income, Interest Rate Risk..., Swaps, Credit Derivatives, Bonds, Interest Rate..., Options, Equity Derivatives, Investment Banking, FX Options, Enterprise Risk..., Rates, Finance
Education
University College Dublin 1999 — 2000
Masters, Economics
University College Dublin 1994 — 1997
BComm, Banking & Finance
Jane Giaquinto Jane Giaquinto's J.P. Morgan Experience 2008 - 2009
Job Relationship Mgr, Banker/Credit/Investments, & COO: partner w/clients; achieve their financial, business & life goals
Industry Banking
Experience
Consulting 2012 - 2013
U.S. Trust, Bank of America Private Wealth Management 2010 - 2012
JP Morgan 2008 - 2009
BNY Mellon 2005 - 2007
Merrill Lynch 2000 - 2005
MBIA 1989 - 1998
Western & Southern Financial Group 1983 - 1988
Skills
Relationship Management, Credit, Risk Management, Analysis, Structured Products, Alternative Investments, Hedge Funds, Investments, Corporate Credit, Building Relationships, SWOT analysis, Business Development, Project Management, Marketing, Due Diligence, Structured Finance, Fixed Income, Credit Risk, Portfolio Management, Capital Markets, Credit Analysis, Loans, Financial Analysis, Private Banking, Bonds, Corporate Finance, Investment Banking, Securities, Finance, Financial Services, Mortgage Lending, Nonprofits, Event Planning, Community Engagement, Series 7, Wealth Management, Mutual Funds, Derivatives, Valuation, Private Equity, Financial Markets
Education
Xavier University - Williams College of Business
MBA, Finance
University of Cincinnati
BGS, Marketing and Economics
Consulting 2012 - 2013
U.S. Trust, Bank of America Private Wealth Management 2010 - 2012
JP Morgan 2008 - 2009
BNY Mellon 2005 - 2007
Merrill Lynch 2000 - 2005
MBIA 1989 - 1998
Western & Southern Financial Group 1983 - 1988
Skills
Relationship Management, Credit, Risk Management, Analysis, Structured Products, Alternative Investments, Hedge Funds, Investments, Corporate Credit, Building Relationships, SWOT analysis, Business Development, Project Management, Marketing, Due Diligence, Structured Finance, Fixed Income, Credit Risk, Portfolio Management, Capital Markets, Credit Analysis, Loans, Financial Analysis, Private Banking, Bonds, Corporate Finance, Investment Banking, Securities, Finance, Financial Services, Mortgage Lending, Nonprofits, Event Planning, Community Engagement, Series 7, Wealth Management, Mutual Funds, Derivatives, Valuation, Private Equity, Financial Markets
Education
Xavier University - Williams College of Business
MBA, Finance
University of Cincinnati
BGS, Marketing and Economics
Lynn Ciuchta's J.P. Morgan Experience September 1978 - May 2010
Job Credit Professional
Industry Financial Services
Experience
JP Morgan September 1978 - May 2010
JPMorgan Chase Bank September 2004 - May 2009
Trader Joe's 2002 - 2003
Skills
Credit, Loans, Commercial Lending, Treasury Management, Investment Banking, Credit Analysis, Credit Risk, Financial Analysis, Risk Management, Commercial Banking, Cash Management, Banking, Portfolio Management, Capital Markets, Loan Origination, Financial Services, Financial Modeling
Education
Roosevelt University
University of Central Florida
JP Morgan September 1978 - May 2010
JPMorgan Chase Bank September 2004 - May 2009
Trader Joe's 2002 - 2003
Skills
Credit, Loans, Commercial Lending, Treasury Management, Investment Banking, Credit Analysis, Credit Risk, Financial Analysis, Risk Management, Commercial Banking, Cash Management, Banking, Portfolio Management, Capital Markets, Loan Origination, Financial Services, Financial Modeling
Education
Roosevelt University
University of Central Florida
Juan Casanova Juan Casanova's J.P. Morgan Experience July 2013 - May 2015
Job Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2013 - May 2015
JP Morgan July 2010 - July 2013
GE June 2009 - August 2009
Citibank June 2008 - August 2008
Citibank June 2007 - August 2007
UBS July 2005 - August 2005
Skills
Spanish, Fluent Spanish
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Connecticut 2006 — 2010
BS, Finance Major, Economics Minor, Urban & Community Studies Minor
J.P. Morgan July 2013 - May 2015
JP Morgan July 2010 - July 2013
GE June 2009 - August 2009
Citibank June 2008 - August 2008
Citibank June 2007 - August 2007
UBS July 2005 - August 2005
Skills
Spanish, Fluent Spanish
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Connecticut 2006 — 2010
BS, Finance Major, Economics Minor, Urban & Community Studies Minor
Shant Thomasian, CFA Shant Thomasian, CFA's J.P. Morgan Experience September 2008 - July 2009
Job Emerging Markets Credit Analyst
Industry Investment Management
Experience
Trust Company of the West June 2010 - Present
JP Morgan September 2008 - July 2009
Lehman Brothers March 2005 - September 2008
Skills
Fixed Income, Financial Modeling, Investments, Valuation, Equities, Cash Management, Hedge Funds, Alternative Investments, Asset Management, Bloomberg, Investment Management, Emerging Markets
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance
University of California, San Diego
BS, Management Science
Trust Company of the West June 2010 - Present
JP Morgan September 2008 - July 2009
Lehman Brothers March 2005 - September 2008
Skills
Fixed Income, Financial Modeling, Investments, Valuation, Equities, Cash Management, Hedge Funds, Alternative Investments, Asset Management, Bloomberg, Investment Management, Emerging Markets
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance
University of California, San Diego
BS, Management Science
Mark Monfredo Mark Monfredo's J.P. Morgan Experience October 2013 - Present
Job Global Emerging Markets Project Manager, CSM, PMP Equivalent (Senior Associate)
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
J.P. Morgan July 2011 - Present
JP Morgan June 2010 - July 2011
FUTURE SURGICAL SUPPLIES ASSOCIATES February 2009 - June 2010
UBS INVESTMENT BANK May 2007 - January 2009
GENERAL ELECTRIC EDGELAB January 2003 - May 2007
Skills
Excel Macros(Basic VBA), Capital Markets, Project Management, Business Analysis, Equities, Financial Analysis, Fixed Income, Asset Managment, Financial Modeling, Risk Management, Data Analysis, Derivatives, Microsoft Excel, Bloomberg, Hedge Funds, Valuation, Investment Banking, VBA, Finance, Financial Services, Asset Management, Financial Reporting, Financial Markets, Options, Corporate Finance, Trading Systems, Certified Scrum Master..., Agile Project Management, Sprint Planning, Trading, Analysis, Strategy, Management, Leadership, Microsoft Office, Portfolio Management, Investments, Banking, CRM
Education
The University of Connecticut
Bachelor's of Science, Business and Technology
J.P. Morgan October 2013 - Present
J.P. Morgan July 2011 - Present
JP Morgan June 2010 - July 2011
FUTURE SURGICAL SUPPLIES ASSOCIATES February 2009 - June 2010
UBS INVESTMENT BANK May 2007 - January 2009
GENERAL ELECTRIC EDGELAB January 2003 - May 2007
Skills
Excel Macros(Basic VBA), Capital Markets, Project Management, Business Analysis, Equities, Financial Analysis, Fixed Income, Asset Managment, Financial Modeling, Risk Management, Data Analysis, Derivatives, Microsoft Excel, Bloomberg, Hedge Funds, Valuation, Investment Banking, VBA, Finance, Financial Services, Asset Management, Financial Reporting, Financial Markets, Options, Corporate Finance, Trading Systems, Certified Scrum Master..., Agile Project Management, Sprint Planning, Trading, Analysis, Strategy, Management, Leadership, Microsoft Office, Portfolio Management, Investments, Banking, CRM
Education
The University of Connecticut
Bachelor's of Science, Business and Technology
Sehnaz Ammar Sehnaz Ammar's J.P. Morgan Experience June 2009 - December 2010
Job Service Delivery Specialist at JP Morgan
Industry Financial Services
Volney Stefflre Volney Stefflre's J.P. Morgan Experience July 2005 - March 2006
Job Knowledgent
Industry Hospital & Health Care
Experience
Knowledgent Group July 2011 - Present
Citi June 2012 - April 2013
Barclays Capital August 2011 - March 2012
Barclays Wealth July 2010 - June 2011
eXtreme Financial Systems June 2005 - June 2011
BNY ConvergEx June 2008 - December 2008
Pershing June 2008 - December 2008
Citi March 2006 - May 2008
JP Morgan July 2005 - March 2006
Capco June 2000 - July 2005
Skills
Enterprise Architecture, IT Strategy, Software Development, Management Consulting, Program Management, Integration, Requirements Analysis, Big Data, Strategy, Business Analysis, Trading Systems, SDLC, Leadership, Solution Architecture, Business Intelligence, Consulting, Architecture, Databases, Financial Services, DB2, Java, Business Process..., Data Warehousing, SOA, Data Modeling, Equities, Application Architecture, Performance Tuning, Sybase, Hadoop, Hive, Architectures, Software Project..., Distributed Systems, Business Transformation, Business Architecture, Database Design, Software Design, Linux, Figuring Stuff Out, Project Portfolio..., C#, Operating Systems, Team Building, PL/SQL, Messaging, Team Leadership, Python, Machine Learning, Big Data Analytics
Education
University of California, Los Angeles 1975 — 1978
Knowledgent Group July 2011 - Present
Citi June 2012 - April 2013
Barclays Capital August 2011 - March 2012
Barclays Wealth July 2010 - June 2011
eXtreme Financial Systems June 2005 - June 2011
BNY ConvergEx June 2008 - December 2008
Pershing June 2008 - December 2008
Citi March 2006 - May 2008
JP Morgan July 2005 - March 2006
Capco June 2000 - July 2005
Skills
Enterprise Architecture, IT Strategy, Software Development, Management Consulting, Program Management, Integration, Requirements Analysis, Big Data, Strategy, Business Analysis, Trading Systems, SDLC, Leadership, Solution Architecture, Business Intelligence, Consulting, Architecture, Databases, Financial Services, DB2, Java, Business Process..., Data Warehousing, SOA, Data Modeling, Equities, Application Architecture, Performance Tuning, Sybase, Hadoop, Hive, Architectures, Software Project..., Distributed Systems, Business Transformation, Business Architecture, Database Design, Software Design, Linux, Figuring Stuff Out, Project Portfolio..., C#, Operating Systems, Team Building, PL/SQL, Messaging, Team Leadership, Python, Machine Learning, Big Data Analytics
Education
University of California, Los Angeles 1975 — 1978
James Nish James Nish's J.P. Morgan Experience March 2008 - March 2012
Job Member Board of Directors of Gibraltar Industries and Central Security Group
Industry Financial Services
Experience
Gibraltar Industries, Inc. August 2015 - Present
Central Security Group October 2014 - Present
Baruch College, Zicklin School of Business June 2014 - Present
Pace University June 2012 - Present
JP Morgan March 2008 - March 2012
Bear Stearns September 1984 - February 2008
Arthur Young & Co. 1980 - 1982
Skills
Investment Banking, Strategy Implementation, Business Unit Review, Performance Appraisal, Strategic Advisory, Capital Structure, Equities, High Yield, Middle Market, Origination, Sell Side, Fairness Opinions, Buy-side, Debt, Special Situations, Financial Strategy, Business Strategy, Target Identification, Project Planning, Project Management, Turn-around Situations, Turnover, Business Valuation, Credit Review, Corporate Finance, Alternative Investments, Derivatives, Credit, Capital Markets, Financial Modeling, Mergers & Acquisitions, Strategy, Private Equity, Valuation
Education
Wharton School of Business 1982 — 1984
MBA, Finance
State University of New York at Buffalo 1976 — 1980
BS, Finance and Accounting
Gibraltar Industries, Inc. August 2015 - Present
Central Security Group October 2014 - Present
Baruch College, Zicklin School of Business June 2014 - Present
Pace University June 2012 - Present
JP Morgan March 2008 - March 2012
Bear Stearns September 1984 - February 2008
Arthur Young & Co. 1980 - 1982
Skills
Investment Banking, Strategy Implementation, Business Unit Review, Performance Appraisal, Strategic Advisory, Capital Structure, Equities, High Yield, Middle Market, Origination, Sell Side, Fairness Opinions, Buy-side, Debt, Special Situations, Financial Strategy, Business Strategy, Target Identification, Project Planning, Project Management, Turn-around Situations, Turnover, Business Valuation, Credit Review, Corporate Finance, Alternative Investments, Derivatives, Credit, Capital Markets, Financial Modeling, Mergers & Acquisitions, Strategy, Private Equity, Valuation
Education
Wharton School of Business 1982 — 1984
MBA, Finance
State University of New York at Buffalo 1976 — 1980
BS, Finance and Accounting
Joe Sailer's J.P. Morgan Experience 1997 - 2000
Job Strategic Account Manager at Corporation Service Company
Industry Management Consulting
Experience
Corporation Service Company August 2015 - Present
Twin Lakes Brewing Company March 2015 - August 2015
Upland Country Day School 2005 - 2014
Bancroft Construction Company 2004 - 2005
Skip Barber Racing 2000 - 2004
JP Morgan 1997 - 2000
Skills
Business Development, Sales, Nonprofits, Leadership, Strategic Planning, Program Management, Marketing, Management, Social Media, Public Relations, Marketing Strategy, Strategic Partnerships, Team Building, Project Management, Budgets, Business Strategy, Public Speaking, Strategy, Event Management
Education
Amherst CHS
Tatnall School
University of Delaware
BA, International Relations
Corporation Service Company August 2015 - Present
Twin Lakes Brewing Company March 2015 - August 2015
Upland Country Day School 2005 - 2014
Bancroft Construction Company 2004 - 2005
Skip Barber Racing 2000 - 2004
JP Morgan 1997 - 2000
Skills
Business Development, Sales, Nonprofits, Leadership, Strategic Planning, Program Management, Marketing, Management, Social Media, Public Relations, Marketing Strategy, Strategic Partnerships, Team Building, Project Management, Budgets, Business Strategy, Public Speaking, Strategy, Event Management
Education
Amherst CHS
Tatnall School
University of Delaware
BA, International Relations
Jeff Power Jeff Power's J.P. Morgan Experience May 1992 - April 1998
Job Director Software Engineering at Premier, Inc
Industry Hospital & Health Care
Experience
Premier, Inc July 2014 - Present
Audible, Inc. October 2011 - June 2014
ICAP April 1998 - October 2011
JP Morgan May 1992 - April 1998
Control Data Corp - Automated Wagering September 1990 - May 1992
McDonnell-Douglas June 1985 - September 1990
Skills
Market Data, SQL, Unix, Trading Systems, Perl, Trading, IT Management, SDLC, Java Enterprise Edition, Agile Methodologies, Electronic Trading, Low Latency, Business Analysis, ITIL, OOAD, Software Project..., Financial Markets, FX Options, Enterprise Architecture, Vendor Management, Fixed Income, Software Development, Swing, Java, Multithreading, Options, Eclipse, Integration, XML, Design Patterns, FX trading, Spring, Derivatives
Education
University of California, Los Angeles 1981 — 1985
BS, Engineering
Premier, Inc July 2014 - Present
Audible, Inc. October 2011 - June 2014
ICAP April 1998 - October 2011
JP Morgan May 1992 - April 1998
Control Data Corp - Automated Wagering September 1990 - May 1992
McDonnell-Douglas June 1985 - September 1990
Skills
Market Data, SQL, Unix, Trading Systems, Perl, Trading, IT Management, SDLC, Java Enterprise Edition, Agile Methodologies, Electronic Trading, Low Latency, Business Analysis, ITIL, OOAD, Software Project..., Financial Markets, FX Options, Enterprise Architecture, Vendor Management, Fixed Income, Software Development, Swing, Java, Multithreading, Options, Eclipse, Integration, XML, Design Patterns, FX trading, Spring, Derivatives
Education
University of California, Los Angeles 1981 — 1985
BS, Engineering
Shawn Tarter Shawn Tarter's J.P. Morgan Experience January 2006 - January 2007
Job President at iPalapa Corporation
Industry Hospitality
Experience
iPalapa Corporation December 2013 - Present
MOS, LLC (sold to Bloomberg L.P) January 2007 - November 2013
JP Morgan January 2006 - January 2007
Skills
Marketing Strategy, Marketing, Social Media Marketing, Management, New Business Development, Sales, Business Development, Leadership, Account Management, Online Marketing, hotels, Online Travel, yield management, Revenue Analysis, Hotel Management, Hospitality Industry, Tourism, Microsoft Office, Strategic Planning, Customer Service, Project Management
Education
State University of New York at Albany 1994 — 1998
Finance and Marketing
iPalapa Corporation December 2013 - Present
MOS, LLC (sold to Bloomberg L.P) January 2007 - November 2013
JP Morgan January 2006 - January 2007
Skills
Marketing Strategy, Marketing, Social Media Marketing, Management, New Business Development, Sales, Business Development, Leadership, Account Management, Online Marketing, hotels, Online Travel, yield management, Revenue Analysis, Hotel Management, Hospitality Industry, Tourism, Microsoft Office, Strategic Planning, Customer Service, Project Management
Education
State University of New York at Albany 1994 — 1998
Finance and Marketing
James Garvey James Garvey's J.P. Morgan Experience May 2004 - January 2006
Job Global Operations Solutions, Outsourcing and Onshoring Manager Relocated in September after 8 years in Asia
Industry Financial Services
Experience
TopView Gao Rui Global Consulting November 2014 - Present
Citi November 2013 - October 2014
Citicorp International Limited September 2010 - October 2013
Shanghai Yao Di Business Consulting March 2009 - August 2010
OpHedge Investment Services March 2008 - December 2008
OpHedge Investment Services February 2007 - March 2008
Global Project Management Corporation April 2003 - December 2006
JP Morgan May 2004 - January 2006
State Street Corporation (Investors Financial Services) May 2001 - January 2003
KPMG Consulting, Inc. (BearingPoint, Inc.) April 2000 - April 2001
Skills
International Business, Middle Office, Operations Management, Cross Cultural..., Operations Procedures..., Offshoring and..., Matrix Leadership, Management, International Project..., Cross-functional Team..., International..., Onboarding, Straight Through..., Investments, Securities Transactions, Portfolio Accounting..., Process Improvement, Creative Solutions, Operations..., FX Transactions, Operations Risk..., Risk Management, Reconciliations, Corporate Actions, Investor Client..., Solution Implementation, Performance Benchmarking, Business Analysis, Financial Services, Management Consulting, CRM, Matrix Management, Outsourcing, Project Management, Hedge Funds
Education
Mandarin, iMandarin, Chinese Ministry of Education Approved School 2009 — 2009
Uniwersytet Ekonomiczny w Krakowie 1995 — 1995
University of South Carolina-Columbia 1994 — 1995
MBA
Wirtschaftsuniversität Wien 1994 — 1994
Master of Business Administration
Wirtschaftsuniversität Wien (Vienna University of Economics & Business Administration) 1994 — 1994
The University of Connecticut 1980 — 1984
BS, Business Administration
TopView Gao Rui Global Consulting November 2014 - Present
Citi November 2013 - October 2014
Citicorp International Limited September 2010 - October 2013
Shanghai Yao Di Business Consulting March 2009 - August 2010
OpHedge Investment Services March 2008 - December 2008
OpHedge Investment Services February 2007 - March 2008
Global Project Management Corporation April 2003 - December 2006
JP Morgan May 2004 - January 2006
State Street Corporation (Investors Financial Services) May 2001 - January 2003
KPMG Consulting, Inc. (BearingPoint, Inc.) April 2000 - April 2001
Skills
International Business, Middle Office, Operations Management, Cross Cultural..., Operations Procedures..., Offshoring and..., Matrix Leadership, Management, International Project..., Cross-functional Team..., International..., Onboarding, Straight Through..., Investments, Securities Transactions, Portfolio Accounting..., Process Improvement, Creative Solutions, Operations..., FX Transactions, Operations Risk..., Risk Management, Reconciliations, Corporate Actions, Investor Client..., Solution Implementation, Performance Benchmarking, Business Analysis, Financial Services, Management Consulting, CRM, Matrix Management, Outsourcing, Project Management, Hedge Funds
Education
Mandarin, iMandarin, Chinese Ministry of Education Approved School 2009 — 2009
Uniwersytet Ekonomiczny w Krakowie 1995 — 1995
University of South Carolina-Columbia 1994 — 1995
MBA
Wirtschaftsuniversität Wien 1994 — 1994
Master of Business Administration
Wirtschaftsuniversität Wien (Vienna University of Economics & Business Administration) 1994 — 1994
The University of Connecticut 1980 — 1984
BS, Business Administration
Matthew Fish Matthew Fish's J.P. Morgan Experience 2006 - 2009
Job Chief Financial Officer at etouches
Industry Financial Services
Experience
etouches January 2015 - Present
TuneSat, LLC 2009 - 2015
JP Morgan 2006 - 2009
Deutsche Bank 2001 - 2006
Accenture 1994 - 2001
Education
State University of New York at Albany 1990 — 1994
BS, Business Administration with a Concentration in Management Information Systems
etouches January 2015 - Present
TuneSat, LLC 2009 - 2015
JP Morgan 2006 - 2009
Deutsche Bank 2001 - 2006
Accenture 1994 - 2001
Education
State University of New York at Albany 1990 — 1994
BS, Business Administration with a Concentration in Management Information Systems
Joanna Caneris Joanna Caneris's J.P. Morgan Experience 2004 - 2007
Job Consultant
Industry Banking
Experience
JP Morgan 2004 - 2007
Provident Bank 1987 - 2000
Education
Indian Hill High School
University of Cincinnati
BA, Communications
JP Morgan 2004 - 2007
Provident Bank 1987 - 2000
Education
Indian Hill High School
University of Cincinnati
BA, Communications
Abby Robertson Abby Robertson's J.P. Morgan Experience 2012 - 2012
Job EBC Program Manager at VMware
Industry Marketing and Advertising
Experience
Bank of the West March 2014 - June 2014
Silicon Valley Bank November 2011 - June 2012
JP Morgan 2012 - 2012
Check Point Software Technologies January 2011 - October 2011
Cisco Systems, Inc. February 2010 - January 2011
Xilinx, Inc January 2009 - December 2009
Cisco Systems, Inc February 2008 - January 2009
BEA Systems, Inc February 2007 - February 2008
Cisco Systems, Inc January 2002 - January 2007
Skills
Campaign Management, Budgets, Marketing Communications, Email Marketing, Product Marketing, Event Management, Marketing, Strategy, Management, Leadership, Trade Shows, Business Development, Corporate Communications, Event Planning
Education
University of California, Davis
Bachelor of Science, Biology
Bank of the West March 2014 - June 2014
Silicon Valley Bank November 2011 - June 2012
JP Morgan 2012 - 2012
Check Point Software Technologies January 2011 - October 2011
Cisco Systems, Inc. February 2010 - January 2011
Xilinx, Inc January 2009 - December 2009
Cisco Systems, Inc February 2008 - January 2009
BEA Systems, Inc February 2007 - February 2008
Cisco Systems, Inc January 2002 - January 2007
Skills
Campaign Management, Budgets, Marketing Communications, Email Marketing, Product Marketing, Event Management, Marketing, Strategy, Management, Leadership, Trade Shows, Business Development, Corporate Communications, Event Planning
Education
University of California, Davis
Bachelor of Science, Biology
Laura Atilano's J.P. Morgan Experience April 2007 - Present
Job Associate Prime Brokerage
Industry Financial Services
Experience
JP Morgan April 2007 - Present
American Financial Services Association December 2003 - March 2006
U.S. House of Representatives - Rep. Adam Schiff August 2001 - August 2003
Skills
Series 7, Equities, Fixed Income, Securities, Alternative Investments, Series 63, Bloomberg, Financial Services, Hedge Funds
Education
University of California, Davis 1996 — 2000
JP Morgan April 2007 - Present
American Financial Services Association December 2003 - March 2006
U.S. House of Representatives - Rep. Adam Schiff August 2001 - August 2003
Skills
Series 7, Equities, Fixed Income, Securities, Alternative Investments, Series 63, Bloomberg, Financial Services, Hedge Funds
Education
University of California, Davis 1996 — 2000
Rick Seidenstein Rick Seidenstein's J.P. Morgan Experience December 2010 - Present
Job Managing Director
Industry Financial Services
Experience
JP Morgan December 2010 - Present
Citi October 2008 - December 2010
Lehman Brothers July 2002 - October 2008
Goldman 1998 - 2002
Dow Jones 1997 - 1998
Salomon Brothers 1995 - 1997
Bankers Trust 1994 - 1995
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Equity Derivatives, Market Data, Direct Market Access, Low Latency, Derivatives, Equity Trading, Investment Banking, Structured Products, Fixed Income, Hedge Funds, Capital Markets, Trading, Financial Markets
Education
State University of New York at Albany 1989 — 1993
Bachelor of Science (BS), Computer Science with Applied Math
Valley Stream South 1983 — 1989
JP Morgan December 2010 - Present
Citi October 2008 - December 2010
Lehman Brothers July 2002 - October 2008
Goldman 1998 - 2002
Dow Jones 1997 - 1998
Salomon Brothers 1995 - 1997
Bankers Trust 1994 - 1995
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Equity Derivatives, Market Data, Direct Market Access, Low Latency, Derivatives, Equity Trading, Investment Banking, Structured Products, Fixed Income, Hedge Funds, Capital Markets, Trading, Financial Markets
Education
State University of New York at Albany 1989 — 1993
Bachelor of Science (BS), Computer Science with Applied Math
Valley Stream South 1983 — 1989
Jim Spangler's J.P. Morgan Experience February 1996 - May 1999
Job Deputy General Auditor at DTCC
Industry Financial Services
Experience
DTCC December 2008 - Present
Merrill Lynch July 2002 - December 2008
Primedia May 1999 - July 2002
JP Morgan February 1996 - May 1999
Citicorp - Audit & Loss Management July 1993 - February 1996
Citibank June 1984 - July 1993
Deloitte Haskins & Sells (now Deloitte & Touche) June 1981 - January 1984
Skills
Internal Audit, Internal Controls, Operational Risk..., Lean Six Sigma, Six Thinking Hats, Project Management, Innovation Management
Education
University at Albany, SUNY 1977 — 1981
BS, Accounting & Management
DTCC December 2008 - Present
Merrill Lynch July 2002 - December 2008
Primedia May 1999 - July 2002
JP Morgan February 1996 - May 1999
Citicorp - Audit & Loss Management July 1993 - February 1996
Citibank June 1984 - July 1993
Deloitte Haskins & Sells (now Deloitte & Touche) June 1981 - January 1984
Skills
Internal Audit, Internal Controls, Operational Risk..., Lean Six Sigma, Six Thinking Hats, Project Management, Innovation Management
Education
University at Albany, SUNY 1977 — 1981
BS, Accounting & Management
Eric Norquist Eric Norquist's J.P. Morgan Experience October 2005 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2005 - Present
Banc of America Securities June 2004 - October 2005
Bear Stearns November 1993 - June 2004
Skills
Portfolio Management, Trading, Financial Structuring, Loans, MBS, Residential Mortgages, Management, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equities
Education
University of California, Irvine 1989 — 1993
B.S., Economics / Political Science
JP Morgan October 2005 - Present
Banc of America Securities June 2004 - October 2005
Bear Stearns November 1993 - June 2004
Skills
Portfolio Management, Trading, Financial Structuring, Loans, MBS, Residential Mortgages, Management, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equities
Education
University of California, Irvine 1989 — 1993
B.S., Economics / Political Science
Dan Archer Dan Archer's J.P. Morgan Experience June 2013 - Present
Job at JP Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
JP Morgan July 2010 - May 2013
The Ayco Company, L.P. April 2009 - December 2009
Skills
Hedge Funds, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Budgets, Accounting, Microsoft Office, Bloomberg, Microsoft Word, Fixed Income, Equities, Risk Management, Securities, Data Analysis
Education
University at Albany, SUNY 2008 — 2010
MBA, Information Assurance
University at Albany 2004 — 2008
BS, Finance
J.P. Morgan June 2013 - Present
JP Morgan July 2010 - May 2013
The Ayco Company, L.P. April 2009 - December 2009
Skills
Hedge Funds, Microsoft Excel, Financial Analysis, PowerPoint, Financial Modeling, Budgets, Accounting, Microsoft Office, Bloomberg, Microsoft Word, Fixed Income, Equities, Risk Management, Securities, Data Analysis
Education
University at Albany, SUNY 2008 — 2010
MBA, Information Assurance
University at Albany 2004 — 2008
BS, Finance
Andrew Micallef Andrew Micallef's J.P. Morgan Experience June 2013 - Present
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan June 2013 - Present
UBS 2010 - 2012
UBS Wealth Management January 2007 - August 2010
Lloyds TSB 2004 - 2007
Procter & Gamble June 2004 - September 2004
IBM August 1999 - October 2000
Education
University of Cambridge 2000 — 2004
MEng Engineering, Systems and Control, Mechanical Engineering
JP Morgan June 2013 - Present
UBS 2010 - 2012
UBS Wealth Management January 2007 - August 2010
Lloyds TSB 2004 - 2007
Procter & Gamble June 2004 - September 2004
IBM August 1999 - October 2000
Education
University of Cambridge 2000 — 2004
MEng Engineering, Systems and Control, Mechanical Engineering
Rhett Hedrick Rhett Hedrick's J.P. Morgan Experience May 2001 - August 2001
Job Director, Asset Management at Rincon Technology
Industry Telecommunications
Experience
Rincon Technology May 2003 - Present
Somera June 2002 - February 2003
JP Morgan May 2001 - August 2001
Turbodyne June 1997 - August 2000
McDonnell Douglas July 1996 - June 1997
Skills
Telecommunications, Cisco Technologies, SDH, Routers, Networking, Wireless, Mergers & Acquisitions, Switches, Business Strategy, VoIP, Strategic Partnerships, Managed Services, New Business Development, Account Management, Cross-functional Team..., Juniper
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Finance and Entreprenuership
University of California, Santa Barbara 1992 — 1996
BS, Mechanical Engineering
Rincon Technology May 2003 - Present
Somera June 2002 - February 2003
JP Morgan May 2001 - August 2001
Turbodyne June 1997 - August 2000
McDonnell Douglas July 1996 - June 1997
Skills
Telecommunications, Cisco Technologies, SDH, Routers, Networking, Wireless, Mergers & Acquisitions, Switches, Business Strategy, VoIP, Strategic Partnerships, Managed Services, New Business Development, Account Management, Cross-functional Team..., Juniper
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA, Finance and Entreprenuership
University of California, Santa Barbara 1992 — 1996
BS, Mechanical Engineering
Amrit Trivedi's J.P. Morgan Experience June 2008 - November 2008
Job Telecom
Industry Telecommunications
Experience
Verizon Business May 2012 - Present
Citibank November 2010 - May 2012
JP Morgan June 2008 - November 2008
ACE Limited February 2008 - May 2008
Skills
Rates, CDS, Microsoft Office, Word, Photoshop, Excel, Microsoft Word, Leadership, Investments, Financial Analysis, Finance, Financial Modeling, Management, Microsoft Excel
Education
University of Central Florida
Verizon Business May 2012 - Present
Citibank November 2010 - May 2012
JP Morgan June 2008 - November 2008
ACE Limited February 2008 - May 2008
Skills
Rates, CDS, Microsoft Office, Word, Photoshop, Excel, Microsoft Word, Leadership, Investments, Financial Analysis, Finance, Financial Modeling, Management, Microsoft Excel
Education
University of Central Florida
Ray Santos Ray Santos's J.P. Morgan Experience November 2001 - July 2015
Job SVP & Sr. Treasury Sales Manager
Industry Banking
Experience
HSBC July 2015 - Present
JP Morgan November 2001 - July 2015
Sanwa Bank November 1998 - November 2001
Wells Fargo January 1991 - November 1998
Skills
Banking, Business Development, Cash Management, Credit, FX Options, Financial Services, Investment Banking, Leadership, Portfolio Management, Risk Management, Treasury Management, Derivatives, Fixed Income, Relationship Management, Treasury
Education
University of Alabama
HSBC July 2015 - Present
JP Morgan November 2001 - July 2015
Sanwa Bank November 1998 - November 2001
Wells Fargo January 1991 - November 1998
Skills
Banking, Business Development, Cash Management, Credit, FX Options, Financial Services, Investment Banking, Leadership, Portfolio Management, Risk Management, Treasury Management, Derivatives, Fixed Income, Relationship Management, Treasury
Education
University of Alabama
Gerry Walters Gerry Walters's J.P. Morgan Experience 1999 - 2008
Job Head of Technology Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo November 2010 - Present
Oppenheimer & Co September 2009 - November 2010
Revolution Partners, A Division of Morgan Keegan February 2009 - August 2009
JP Morgan 1999 - 2008
Gray Cary Ware & Freidenrich 1997 - 1999
U.S. Securities & Exchange Commission 1994 - 1997
Education
University of Colorado School of Law 1991 — 1994
Juris Doctor, Law
University of Missouri-Columbia
B.S.B.A., Finance
Wells Fargo November 2010 - Present
Oppenheimer & Co September 2009 - November 2010
Revolution Partners, A Division of Morgan Keegan February 2009 - August 2009
JP Morgan 1999 - 2008
Gray Cary Ware & Freidenrich 1997 - 1999
U.S. Securities & Exchange Commission 1994 - 1997
Education
University of Colorado School of Law 1991 — 1994
Juris Doctor, Law
University of Missouri-Columbia
B.S.B.A., Finance
Beth Slade's J.P. Morgan Experience 2004 - 2005
Job Event Manager at Transportation Alternatives
Industry Sports
Experience
Transportation Alternatives March 2014 - Present
Ray Fusco Inc. April 2012 - Present
Reliant Realty/Omni New York LLC January 2010 - May 2011
Bank of America 2005 - April 2010
JP Morgan 2004 - 2005
JP Morgan 2000 - 2005
Skills
Event Planning, Social Media Marketing, Social Media, Event Management, Fundraising, Public Relations, Social Networking, Nonprofits, Marketing Strategy, Public Speaking, Marketing, Strategic Planning, Advertising, Marketing Communications, Research
Education
The University of Connecticut
MA, Anthropology
University of Florida
BA, Anthropology
Transportation Alternatives March 2014 - Present
Ray Fusco Inc. April 2012 - Present
Reliant Realty/Omni New York LLC January 2010 - May 2011
Bank of America 2005 - April 2010
JP Morgan 2004 - 2005
JP Morgan 2000 - 2005
Skills
Event Planning, Social Media Marketing, Social Media, Event Management, Fundraising, Public Relations, Social Networking, Nonprofits, Marketing Strategy, Public Speaking, Marketing, Strategic Planning, Advertising, Marketing Communications, Research
Education
The University of Connecticut
MA, Anthropology
University of Florida
BA, Anthropology
Marc Pusey's J.P. Morgan Experience May 2007 - January 2014
Job Managing Director, Global Technology
Industry Investment Banking
Experience
JPMorgan Chase January 2014 - Present
JP Morgan May 2007 - January 2014
JP Morgan April 2006 - April 2007
JP Morgan March 2004 - April 2006
J.P. Morgan March 2003 - March 2004
JPMorgan November 1999 - February 2003
JPMorgan November 1997 - October 1999
JPMorgan October 1992 - October 1997
Skills
Organizational..., Strategic Planning, Team Building, Team Management, Software Project..., Agile Methodologies, Scrum, Enterprise Architecture, Vendor Management, Credit Derivatives, Risk Management, Fixed Income, Securities Lending, Equities, Global Custody, Information Architecture, Agile Application..., Web Application..., Data Warehouse..., Sybase, Oracle, Sybase IQ, C++, C, Java, Unix, PowerBuilder, Modula-2, Prolog, RUP Methodologies, French, Lean Thinking, Investment Banking, Derivatives, Financial Services, Business Analysis, Financial Control, Budget Management
Education
Bristol University
BSC, Computer Science
JPMorgan Chase January 2014 - Present
JP Morgan May 2007 - January 2014
JP Morgan April 2006 - April 2007
JP Morgan March 2004 - April 2006
J.P. Morgan March 2003 - March 2004
JPMorgan November 1999 - February 2003
JPMorgan November 1997 - October 1999
JPMorgan October 1992 - October 1997
Skills
Organizational..., Strategic Planning, Team Building, Team Management, Software Project..., Agile Methodologies, Scrum, Enterprise Architecture, Vendor Management, Credit Derivatives, Risk Management, Fixed Income, Securities Lending, Equities, Global Custody, Information Architecture, Agile Application..., Web Application..., Data Warehouse..., Sybase, Oracle, Sybase IQ, C++, C, Java, Unix, PowerBuilder, Modula-2, Prolog, RUP Methodologies, French, Lean Thinking, Investment Banking, Derivatives, Financial Services, Business Analysis, Financial Control, Budget Management
Education
Bristol University
BSC, Computer Science
Alex Rogin's J.P. Morgan Experience August 2006 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
JP Morgan August 2006 - Present
Wells Fargo June 2002 - August 2006
Bank One/First USA 1997 - 2000
Skills
Financial Modeling, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
M.B.A.
University of Pennsylvania 1991 — 1995
B.A., Economics
University of Pennsylvania - The Wharton School 1991 — 1995
B.S., Finance
Piedmont High School
JP Morgan August 2006 - Present
Wells Fargo June 2002 - August 2006
Bank One/First USA 1997 - 2000
Skills
Financial Modeling, Valuation
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
M.B.A.
University of Pennsylvania 1991 — 1995
B.A., Economics
University of Pennsylvania - The Wharton School 1991 — 1995
B.S., Finance
Piedmont High School
William B. Perri - CPA's J.P. Morgan Experience April 2007 - August 2007
Job Fixed Income Accounting & Reporting
Industry Capital Markets
Experience
BMO Capital Markets February 2013 - Present
BBVA December 2011 - January 2013
Sumitomo Mitsui Banking Corporation February 2011 - December 2011
Deutsche Bank October 2007 - October 2010
JP Morgan April 2007 - August 2007
Citigroup July 2004 - April 2007
Bear Stearns July 2002 - January 2004
Margolin, Winer & Evens LLP 2000 - 2002
Skills
Fixed Income, CPA, IFRS, VBA, Pivot Tables, Bonds, Structured Products, ABS, CDO, SAP, US GAAP reporting, FAS 157, Macro, Vlookup, FX, Derivatives, Supervisory Experience, Credit, FX Options, Securitization, US GAAP, Variance Analysis, Product Control, Account Reconciliation, Accounting, Financial Statements, Finance, Essbase, Trading, Capital Markets, Securities, Middle Office, General Ledger, Options, Portfolio Management, Auditing, GAAP, Internal Audit, Emerging Markets, Bloomberg, Credit Derivatives, Treasury, Valuation, Swaps, Interest Rate..., Hedge Funds, Corporate Finance, Financial Audits, Financial Modeling, Analysis
Education
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
BMO Capital Markets February 2013 - Present
BBVA December 2011 - January 2013
Sumitomo Mitsui Banking Corporation February 2011 - December 2011
Deutsche Bank October 2007 - October 2010
JP Morgan April 2007 - August 2007
Citigroup July 2004 - April 2007
Bear Stearns July 2002 - January 2004
Margolin, Winer & Evens LLP 2000 - 2002
Skills
Fixed Income, CPA, IFRS, VBA, Pivot Tables, Bonds, Structured Products, ABS, CDO, SAP, US GAAP reporting, FAS 157, Macro, Vlookup, FX, Derivatives, Supervisory Experience, Credit, FX Options, Securitization, US GAAP, Variance Analysis, Product Control, Account Reconciliation, Accounting, Financial Statements, Finance, Essbase, Trading, Capital Markets, Securities, Middle Office, General Ledger, Options, Portfolio Management, Auditing, GAAP, Internal Audit, Emerging Markets, Bloomberg, Credit Derivatives, Treasury, Valuation, Swaps, Interest Rate..., Hedge Funds, Corporate Finance, Financial Audits, Financial Modeling, Analysis
Education
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
Jake Goldfield's J.P. Morgan Experience June 2011 - August 2011
Job Head of Sales & Business Operations at Cisco Meraki
Industry Computer Software
Experience
Cisco Meraki March 2015 - Present
SurveyMonkey July 2013 - March 2015
Yammer, Inc. May 2012 - July 2013
Symantec September 2011 - May 2012
JP Morgan June 2011 - August 2011
Symantec February 2010 - June 2011
Symantec November 2008 - March 2010
Symantec June 2007 - October 2008
Symantec June 2006 - May 2007
Hyperion Solutions March 2006 - June 2006
Skills
Strategy, Forecasting, Mergers, Business Strategy, Segmentation, Financial Modeling, Analytics, Competitive Analysis, Enterprise Software, Financial Analysis, SaaS, Finance, Product Management, Business Intelligence, Pricing, Business Analysis, Salesforce.com, Data Analysis, Due Diligence, Corporate Finance, Sales Operations, Start-ups, Business Planning, Mergers & Acquisitions, Analysis, Strategic Planning, Budgets, Marketing Strategy, Cross-functional Team...
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA
Willamette University 2002 — 2005
BA, Economics, Rhetoric and Media Studies
Cisco Meraki March 2015 - Present
SurveyMonkey July 2013 - March 2015
Yammer, Inc. May 2012 - July 2013
Symantec September 2011 - May 2012
JP Morgan June 2011 - August 2011
Symantec February 2010 - June 2011
Symantec November 2008 - March 2010
Symantec June 2007 - October 2008
Symantec June 2006 - May 2007
Hyperion Solutions March 2006 - June 2006
Skills
Strategy, Forecasting, Mergers, Business Strategy, Segmentation, Financial Modeling, Analytics, Competitive Analysis, Enterprise Software, Financial Analysis, SaaS, Finance, Product Management, Business Intelligence, Pricing, Business Analysis, Salesforce.com, Data Analysis, Due Diligence, Corporate Finance, Sales Operations, Start-ups, Business Planning, Mergers & Acquisitions, Analysis, Strategic Planning, Budgets, Marketing Strategy, Cross-functional Team...
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA
Willamette University 2002 — 2005
BA, Economics, Rhetoric and Media Studies
Mathew Xavier's J.P. Morgan Experience January 2008 - Present
Job at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2008 - Present
Banc of America Securities May 2007 - December 2007
Salomon Smith Barney June 2003 - May 2007
Citi 1900 - 1990
Education
University of Calicut 1995 — 1998
Masters, computers
JP Morgan January 2008 - Present
Banc of America Securities May 2007 - December 2007
Salomon Smith Barney June 2003 - May 2007
Citi 1900 - 1990
Education
University of Calicut 1995 — 1998
Masters, computers
Jason Damiani's J.P. Morgan Experience June 2004 - Present
Job Associate at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2004 - Present
JPMorgan Chase 2002 - June 2004
Education
State University of New York at Albany 1995 — 1999
Bachelor of Arts (B.A.), Economics
JP Morgan June 2004 - Present
JPMorgan Chase 2002 - June 2004
Education
State University of New York at Albany 1995 — 1999
Bachelor of Arts (B.A.), Economics
Jessica Bratnick Foy's J.P. Morgan Experience June 2007 - October 2010
Job Prime Brokerage Onboarding at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2010 - Present
JP Morgan June 2007 - October 2010
Thomson Financial July 2004 - June 2007
Thomson 2005 - 2007
Education
University of Dayton 1998 — 2002
Finance
Bank of America Merrill Lynch June 2010 - Present
JP Morgan June 2007 - October 2010
Thomson Financial July 2004 - June 2007
Thomson 2005 - 2007
Education
University of Dayton 1998 — 2002
Finance
Chris Florescu's J.P. Morgan Experience June 2008 - October 2011
Job Experienced Energy Trading & Risk Systems Software Developer
Industry Computer Software
Experience
Direct Energy April 2013 - Present
Spark Energy October 2011 - April 2013
JP Morgan June 2008 - October 2011
Bear Sterns October 2007 - October 2011
Openspirit Corporation February 2005 - October 2007
Schlumberger Ltd February 1998 - February 2005
Compuseis September 1995 - February 1998
Skills
Trading Systems, Agile Methodologies, Software Development, Linux, SDLC, SQL, Oracle, Business Analysis, C#, Microsoft SQL Server, Databases, Java, VBA, C++, Software Project..., Trading, Software Engineering, Visual Basic, Requirements Analysis, .NET, Management, Risk Management, Integration, Project Management, Analytics, Energy
Education
Universitatea din București 1981 — 1986
Master of Science (MS) in Geophysics, Seismic processing
Direct Energy April 2013 - Present
Spark Energy October 2011 - April 2013
JP Morgan June 2008 - October 2011
Bear Sterns October 2007 - October 2011
Openspirit Corporation February 2005 - October 2007
Schlumberger Ltd February 1998 - February 2005
Compuseis September 1995 - February 1998
Skills
Trading Systems, Agile Methodologies, Software Development, Linux, SDLC, SQL, Oracle, Business Analysis, C#, Microsoft SQL Server, Databases, Java, VBA, C++, Software Project..., Trading, Software Engineering, Visual Basic, Requirements Analysis, .NET, Management, Risk Management, Integration, Project Management, Analytics, Energy
Education
Universitatea din București 1981 — 1986
Master of Science (MS) in Geophysics, Seismic processing
Clyde Lane's J.P. Morgan Experience August 2010 - February 2011
Job Fundamental Equities Analyst at Kelly Capital Management, LLC
Industry Financial Services
Experience
JP Morgan August 2010 - February 2011
University of Delaware June 2008 - November 2009
The Siegfried Group, LLP January 2007 - May 2008
Office of Financial Aid at University of Delaware February 2005 - December 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investments, Analysis, Business Valuation, Bloomberg Terminal, Portfolio Management, Equity Research, Equities, Capital Markets, Mergers, Fixed Income, Finance, Buy-Side, Buy-side, Mergers, Financial Services, Risk Management, Strategy, Microsoft Office
Education
University of Delaware 2007 — 2010
MBA / M.S.
University of Delaware 2004 — 2006
B.Sc.
University of Hartford
JP Morgan August 2010 - February 2011
University of Delaware June 2008 - November 2009
The Siegfried Group, LLP January 2007 - May 2008
Office of Financial Aid at University of Delaware February 2005 - December 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investments, Analysis, Business Valuation, Bloomberg Terminal, Portfolio Management, Equity Research, Equities, Capital Markets, Mergers, Fixed Income, Finance, Buy-Side, Buy-side, Mergers, Financial Services, Risk Management, Strategy, Microsoft Office
Education
University of Delaware 2007 — 2010
MBA / M.S.
University of Delaware 2004 — 2006
B.Sc.
University of Hartford
Gregory Brinkworth's J.P. Morgan Experience 1991 - 1995
Job Systems Director at Prudential Financial
Industry Information Technology and Services
Experience
Prudential Financial October 1997 - Present
JP Morgan 1991 - 1995
The Chase Manhattan Bank 1988 - 1991
Skills
Vendor Management, Process Improvement, Business Analysis, IT Strategy, SDLC, Project Portfolio..., Business Process..., System Administration, IT Management, Disaster Recovery, Integration, Program Management, Enterprise Architecture, Management
Education
University at Albany, SUNY 1983 — 1987
Prudential Financial October 1997 - Present
JP Morgan 1991 - 1995
The Chase Manhattan Bank 1988 - 1991
Skills
Vendor Management, Process Improvement, Business Analysis, IT Strategy, SDLC, Project Portfolio..., Business Process..., System Administration, IT Management, Disaster Recovery, Integration, Program Management, Enterprise Architecture, Management
Education
University at Albany, SUNY 1983 — 1987
Lixiao Wang's J.P. Morgan Experience June 2009 - January 2013
Job Vice President
Industry Computer Software
Experience
JPMorgan Chase February 2013 - Present
JP Morgan June 2009 - January 2013
Bank of America October 2008 - June 2009
Platform Computing Inc. December 2004 - December 2007
Skills
Distributed Systems, High Performance..., Unix, Scalability, Multithreading, Grid Computing
Education
University of Waterloo 2003 — 2004
Computer Science
University of Calgary 2000 — 2003
MS.c, Computer Science - Distributed Computing
JPMorgan Chase February 2013 - Present
JP Morgan June 2009 - January 2013
Bank of America October 2008 - June 2009
Platform Computing Inc. December 2004 - December 2007
Skills
Distributed Systems, High Performance..., Unix, Scalability, Multithreading, Grid Computing
Education
University of Waterloo 2003 — 2004
Computer Science
University of Calgary 2000 — 2003
MS.c, Computer Science - Distributed Computing
David Lyon's J.P. Morgan Experience May 2000 - Present
Job Investment Team Lead, JP Morgan
Industry Investment Management
Experience
JP Morgan May 2000 - Present
Hambrecht & Quist January 2000 - January 2002
Sutro & Co March 1996 - January 2000
Skills
Mergers & Acquisitions, Equities, Financial Modeling, Investments, Hedge Funds, Due Diligence, Investment Management, Portfolio Management, Asset Managment, Fixed Income, Alternative Investments, Asset Management, Private Equity, Financial Analysis, Management, Strategy, Asset Allocation, Venture Capital
Education
University of Arizona 1991 — 1995
Woodbridge High School 1987 — 1991
JP Morgan May 2000 - Present
Hambrecht & Quist January 2000 - January 2002
Sutro & Co March 1996 - January 2000
Skills
Mergers & Acquisitions, Equities, Financial Modeling, Investments, Hedge Funds, Due Diligence, Investment Management, Portfolio Management, Asset Managment, Fixed Income, Alternative Investments, Asset Management, Private Equity, Financial Analysis, Management, Strategy, Asset Allocation, Venture Capital
Education
University of Arizona 1991 — 1995
Woodbridge High School 1987 — 1991
Andres Cazenave's J.P. Morgan Experience October 2012 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2012 - Present
Barclays Wealth October 2011 - September 2012
JP Morgan October 2007 - September 2011
UBS AG August 2004 - October 2007
HSBC Private Bank September 1997 - July 2004
Republic Investment Management SA 1998 - 2000
Skills
Fixed Income, Private Banking, Equities, Investments, Wealth Management, Financial Markets, Investment Banking, Capital Markets, Alternative Investments, Derivatives, Hedge Funds, Series 7, Asset Management, Banking, Emerging Markets
Education
University of Buenos Aires 1986 — 1992
J.P. Morgan October 2012 - Present
Barclays Wealth October 2011 - September 2012
JP Morgan October 2007 - September 2011
UBS AG August 2004 - October 2007
HSBC Private Bank September 1997 - July 2004
Republic Investment Management SA 1998 - 2000
Skills
Fixed Income, Private Banking, Equities, Investments, Wealth Management, Financial Markets, Investment Banking, Capital Markets, Alternative Investments, Derivatives, Hedge Funds, Series 7, Asset Management, Banking, Emerging Markets
Education
University of Buenos Aires 1986 — 1992
Adrian Simon's J.P. Morgan Experience 1999 - 2001
Job Managing Director, Legacy Wealth Management, LLC
Industry Financial Services
Experience
Legacy Wealth Management, LLC April 2008 - Present
Quantum Capital Partners, Inc. 2001 - 2008
J P MORGAN 2000 - 2001
JPMorganChase 2000 - 2001
JP Morgan 1999 - 2001
Price Waterhouse Coopers 1989 - 1991
Price Waterhouse Coopers 1989 - 1991
Skills
Small Business, Insurance
Education
University of California, Los Angeles 1985 — 1989
Legacy Wealth Management, LLC April 2008 - Present
Quantum Capital Partners, Inc. 2001 - 2008
J P MORGAN 2000 - 2001
JPMorganChase 2000 - 2001
JP Morgan 1999 - 2001
Price Waterhouse Coopers 1989 - 1991
Price Waterhouse Coopers 1989 - 1991
Skills
Small Business, Insurance
Education
University of California, Los Angeles 1985 — 1989
Steve Simon's J.P. Morgan Experience April 1994 - April 1997
Job Alliance Director, ERP/Edge Sales at Oracle
Industry Computer Software
Experience
Oracle June 2012 - Present
Oracle April 2006 - August 2012
IBM GBS October 2002 - April 2006
PricewaterhouseCoopers June 1998 - October 2002
PriceWaterhouse April 1997 - June 1998
JP Morgan April 1994 - April 1997
Johnson & Higgins 1992 - 1994
Marsh & McLennan 1986 - 1992
Skills
Enterprise Software, Oracle Applications, ERP, Business Intelligence, Oracle E-Business Suite, IT Strategy, Solution Architecture, Business Process, Pre-sales, SaaS, Partner Management, Data Warehousing, CRM, Professional Services, Solution Selling, Software Project..., Master Data Management, Oracle, Business Alliances, Integration, Go-to-market Strategy, Cloud Computing, SAP, Siebel, Outsourcing, Enterprise Architecture, Software Industry, Consulting, Sales Enablement, Business Process...
Education
University at Albany, SUNY 1982 — 1986
Oracle June 2012 - Present
Oracle April 2006 - August 2012
IBM GBS October 2002 - April 2006
PricewaterhouseCoopers June 1998 - October 2002
PriceWaterhouse April 1997 - June 1998
JP Morgan April 1994 - April 1997
Johnson & Higgins 1992 - 1994
Marsh & McLennan 1986 - 1992
Skills
Enterprise Software, Oracle Applications, ERP, Business Intelligence, Oracle E-Business Suite, IT Strategy, Solution Architecture, Business Process, Pre-sales, SaaS, Partner Management, Data Warehousing, CRM, Professional Services, Solution Selling, Software Project..., Master Data Management, Oracle, Business Alliances, Integration, Go-to-market Strategy, Cloud Computing, SAP, Siebel, Outsourcing, Enterprise Architecture, Software Industry, Consulting, Sales Enablement, Business Process...
Education
University at Albany, SUNY 1982 — 1986
Stephen Tang's J.P. Morgan Experience June 2010 - June 2012
Job Park Presidio Capital
Industry Investment Management
Experience
Park Presidio Capital August 2015 - Present
Fortress Investment Group July 2012 - June 2015
JP Morgan June 2010 - June 2012
Education
University of Virginia 2009 — 2010
M.S. Commerce
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), Business Economics
Park Presidio Capital August 2015 - Present
Fortress Investment Group July 2012 - June 2015
JP Morgan June 2010 - June 2012
Education
University of Virginia 2009 — 2010
M.S. Commerce
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), Business Economics
Antonio Kenyatta's J.P. Morgan Experience 1994 - 1999
Job Controller at Dome Equities
Industry Financial Services
Experience
Dome Equities February 2012 - Present
Highbridge Capital Management November 2005 - December 2011
Refco Alternative Investments LLC July 2005 - November 2005
GlobeOp Financial Services April 2002 - July 2005
UBS 2000 - 2003
JP Morgan 1994 - 1999
Skills
Bloomberg, Fixed Income, Asset Managment, Alternative Investments, Credit Derivatives, Valuation, Securities, Options, Bonds
Education
University of California, Berkeley 1990 — 1994
BA, English and Accounting
Dome Equities February 2012 - Present
Highbridge Capital Management November 2005 - December 2011
Refco Alternative Investments LLC July 2005 - November 2005
GlobeOp Financial Services April 2002 - July 2005
UBS 2000 - 2003
JP Morgan 1994 - 1999
Skills
Bloomberg, Fixed Income, Asset Managment, Alternative Investments, Credit Derivatives, Valuation, Securities, Options, Bonds
Education
University of California, Berkeley 1990 — 1994
BA, English and Accounting
Peter Rappoport's J.P. Morgan Experience May 2013 - Present
Job Managing Director, JP Morgan
Industry Banking
Experience
JP Morgan May 2013 - Present
JP Morgan Asset Management May 2011 - April 2013
J.P. Morgan 1992 - 2011
Education
University of California, Berkeley 1976 — 1981
Doctor of Philosophy (PhD), Economics
University of Oxford 1973 — 1976
JP Morgan May 2013 - Present
JP Morgan Asset Management May 2011 - April 2013
J.P. Morgan 1992 - 2011
Education
University of California, Berkeley 1976 — 1981
Doctor of Philosophy (PhD), Economics
University of Oxford 1973 — 1976
Gary Dieber's J.P. Morgan Experience 1994 - 2001
Job CFO at Behrman Capital
Industry Financial Services
Experience
Behrman Capital March 2001 - Present
JP Morgan 1994 - 2001
Coopers & Lybrand 1988 - 1994
Skills
Private Equity, Financial Analysis, Valuation, Corporate Finance, Investments, Accounting, Operations Management, Human Resources, Fund Administration, Fund Accounting, Compliance, Start-ups, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA Finance
State University of New York at Albany
BS, Accounting
Behrman Capital March 2001 - Present
JP Morgan 1994 - 2001
Coopers & Lybrand 1988 - 1994
Skills
Private Equity, Financial Analysis, Valuation, Corporate Finance, Investments, Accounting, Operations Management, Human Resources, Fund Administration, Fund Accounting, Compliance, Start-ups, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA Finance
State University of New York at Albany
BS, Accounting
Christopher Demers's J.P. Morgan Experience February 2011 - September 2014
Job Technology Manager at Mercuria Energy America, Inc
Industry Information Technology and Services
Experience
Mercuria Energy America, Inc October 2014 - Present
JP Morgan February 2011 - September 2014
JP Morgan February 2009 - February 2011
UBS Investment Bank May 2004 - January 2009
Tecskor 2003 - 2004
Getty Images 2000 - 2003
NTI 1999 - 2000
NrG Highway 1985 - 1989
Skills
IT Operations, Business Analysis, Commodity, Project Management, Trading, User Acceptance Testing, Agile Methodologies, Derivatives, Trading Systems, SDLC, Software Development, IT Strategy, Vendor Management, Fixed Income, Databases, Requirements Analysis, Enterprise Architecture, Integration, Management, Software Project..., Energy
Education
The University of Calgary 1991 — 1994
Bachelor of Science (B.Sc.), Electrical Engineering
The University of Calgary 1985 — 1991
Bachelor of Science, Pure Mathematics
Bishop Carroll High School
Mercuria Energy America, Inc October 2014 - Present
JP Morgan February 2011 - September 2014
JP Morgan February 2009 - February 2011
UBS Investment Bank May 2004 - January 2009
Tecskor 2003 - 2004
Getty Images 2000 - 2003
NTI 1999 - 2000
NrG Highway 1985 - 1989
Skills
IT Operations, Business Analysis, Commodity, Project Management, Trading, User Acceptance Testing, Agile Methodologies, Derivatives, Trading Systems, SDLC, Software Development, IT Strategy, Vendor Management, Fixed Income, Databases, Requirements Analysis, Enterprise Architecture, Integration, Management, Software Project..., Energy
Education
The University of Calgary 1991 — 1994
Bachelor of Science (B.Sc.), Electrical Engineering
The University of Calgary 1985 — 1991
Bachelor of Science, Pure Mathematics
Bishop Carroll High School
Anne Chang's J.P. Morgan Experience March 2008 - September 2011
Job Managing Director at Virtus Partners, LLC
Industry Investment Banking
Experience
Virtus Partners, LLC March 2015 - Present
Barclays Capital October 2011 - July 2014
JP Morgan March 2008 - September 2011
Bear Stearns September 2003 - March 2008
Morgan Stanley November 2001 - August 2003
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Financial Modeling, Valuation, Accounting, Capital Markets, Financial Reporting, Portfolio Management, Corporate Finance, Bloomberg
Education
University at Buffalo
Bachelor of Science, Business Administraion (Accounting & Finance)
Virtus Partners, LLC March 2015 - Present
Barclays Capital October 2011 - July 2014
JP Morgan March 2008 - September 2011
Bear Stearns September 2003 - March 2008
Morgan Stanley November 2001 - August 2003
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Financial Modeling, Valuation, Accounting, Capital Markets, Financial Reporting, Portfolio Management, Corporate Finance, Bloomberg
Education
University at Buffalo
Bachelor of Science, Business Administraion (Accounting & Finance)
Austin Ibrahim's J.P. Morgan Experience June 2005 - August 2005
Job Business Development at Magisto
Industry Internet
Experience
Magisto 2015 - Present
Songed May 2008 - 2014
Deloitte Consulting June 2007 - August 2007
Computer Associates June 2006 - August 2006
JP Morgan June 2005 - August 2005
Kearny-Burch Financial Services September 2004 - May 2005
Skills
Start-ups, Online Advertising, Strategic Partnerships, Entrepreneurship, Analytics, Online Marketing, Product Management, User Experience, Mobile Devices, Social Media Marketing, Business Strategy, Strategy, Business Development, Microsoft Office, Project Management, Product Development
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
B.S. Business Adminsitration, Business, Innovation
Magisto 2015 - Present
Songed May 2008 - 2014
Deloitte Consulting June 2007 - August 2007
Computer Associates June 2006 - August 2006
JP Morgan June 2005 - August 2005
Kearny-Burch Financial Services September 2004 - May 2005
Skills
Start-ups, Online Advertising, Strategic Partnerships, Entrepreneurship, Analytics, Online Marketing, Product Management, User Experience, Mobile Devices, Social Media Marketing, Business Strategy, Strategy, Business Development, Microsoft Office, Project Management, Product Development
Education
University of California, Berkeley, Haas School of Business 2006 — 2008
B.S. Business Adminsitration, Business, Innovation
Paul O'Neill's J.P. Morgan Experience 1994 - July 2010
Job Managing Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 2013 - Present
Barclays Capital July 2010 - May 2013
JPMorgan November 1994 - July 2010
JP Morgan 1994 - July 2010
Skills
Capital Markets, Investment Banking, Corporate Finance, Fixed Income, Portfolio Management, Private Equity, Asset Based Lending, Equities, Credit Risk, Financial Modeling, Restructuring, Financial Analysis, Cash Flow, High Yield
Education
SUNY Albany
JPMorgan Chase June 2013 - Present
Barclays Capital July 2010 - May 2013
JPMorgan November 1994 - July 2010
JP Morgan 1994 - July 2010
Skills
Capital Markets, Investment Banking, Corporate Finance, Fixed Income, Portfolio Management, Private Equity, Asset Based Lending, Equities, Credit Risk, Financial Modeling, Restructuring, Financial Analysis, Cash Flow, High Yield
Education
SUNY Albany
William Fehn's J.P. Morgan Experience March 1997 - June 1999
Job Freelance Designer
Industry Design
Experience
Freelance February 2009 - Present
Dering Elliott & Associates October 2007 - February 2009
McCann Erickson September 2006 - July 2007
J. Walter Thompson July 2005 - August 2006
Berlin Cameron July 2002 - June 2005
McGovern & Pivoda July 1999 - July 2002
JP Morgan March 1997 - June 1999
Skills
Art, Corporate Identity, Typography, Art Direction, Creative Strategy, Concept Development, Creative Direction, Graphics, Advertising
Education
University at Buffalo 1994 — 1998
Freelance February 2009 - Present
Dering Elliott & Associates October 2007 - February 2009
McCann Erickson September 2006 - July 2007
J. Walter Thompson July 2005 - August 2006
Berlin Cameron July 2002 - June 2005
McGovern & Pivoda July 1999 - July 2002
JP Morgan March 1997 - June 1999
Skills
Art, Corporate Identity, Typography, Art Direction, Creative Strategy, Concept Development, Creative Direction, Graphics, Advertising
Education
University at Buffalo 1994 — 1998
Robert Stepeck's J.P. Morgan Experience January 1993 - January 1995
Job CTO at Cyrus Capital Partners
Industry Investment Management
Experience
Cyrus Capital Partners June 2015 - Present
Novus Partners October 2011 - June 2015
Tarangire January 2004 - December 2012
Visalia January 1995 - December 2003
JP Morgan January 1993 - January 1995
Prodigy Services Company January 1989 - January 1993
Norden Systems January 1985 - January 1989
Skills
DB2, SQL Server, Sybase, PL/SQL, XML, Crystal Reports, Erwin, C++, SOAP, Cognos, SQL, Java, J2EE, SSRS, Data Warehousing, C#, UML, Websphere, .NET, Business Objects, OOAD, SOA, Application Development, ETL, Data Modeling, T-SQL, SSIS, Database Design, Agile, OLAP, Oracle SQL, Web Services, Software Development, Relational Databases, Databases, Visual Basic, VB.NET, ASP, Business Intelligence..., Performance Tuning, Data Marts, Scala, TCP/IP, SSO, Microsoft SQL Server, Business Analysis, Software Design, Integration, SDLC, Enterprise Architecture
Education
University of Bridgeport 1982 — 1988
Bachelor of Science (BS), Computer Science
Cyrus Capital Partners June 2015 - Present
Novus Partners October 2011 - June 2015
Tarangire January 2004 - December 2012
Visalia January 1995 - December 2003
JP Morgan January 1993 - January 1995
Prodigy Services Company January 1989 - January 1993
Norden Systems January 1985 - January 1989
Skills
DB2, SQL Server, Sybase, PL/SQL, XML, Crystal Reports, Erwin, C++, SOAP, Cognos, SQL, Java, J2EE, SSRS, Data Warehousing, C#, UML, Websphere, .NET, Business Objects, OOAD, SOA, Application Development, ETL, Data Modeling, T-SQL, SSIS, Database Design, Agile, OLAP, Oracle SQL, Web Services, Software Development, Relational Databases, Databases, Visual Basic, VB.NET, ASP, Business Intelligence..., Performance Tuning, Data Marts, Scala, TCP/IP, SSO, Microsoft SQL Server, Business Analysis, Software Design, Integration, SDLC, Enterprise Architecture
Education
University of Bridgeport 1982 — 1988
Bachelor of Science (BS), Computer Science
Douglas Whalen, Esq.'s J.P. Morgan Experience January 2002 - August 2003
Job Vice President Business Banking Relationship Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank May 2015 - Present
Wells Fargo Business Banking December 2012 - May 2015
Esquire Business Brokers November 2007 - December 2012
Law Office of Douglas L. Whalen, Esq., LLC November 2006 - December 2012
Nelson Levine de Luca & Horst January 2006 - October 2006
JP Morgan January 2002 - August 2003
Skills
Mergers, Mergers & Acquisitions, Litigation, Commercial Litigation, Real Estate, Legal Writing, Small Business, Valuation, Acquisitions, Business Valuation, Commercial Banking, Sales, Loans, Banking, Commercial Real Estate, Private Equity, Loan Origination, Real Estate Transactions, Real Estate Financing, Finance
Education
Villanova University School of Law 2003 — 2006
Juris Doctorate, Law
University of Delaware 1997 — 2001
B.A., Business Administration and Managament
Citizens Bank May 2015 - Present
Wells Fargo Business Banking December 2012 - May 2015
Esquire Business Brokers November 2007 - December 2012
Law Office of Douglas L. Whalen, Esq., LLC November 2006 - December 2012
Nelson Levine de Luca & Horst January 2006 - October 2006
JP Morgan January 2002 - August 2003
Skills
Mergers, Mergers & Acquisitions, Litigation, Commercial Litigation, Real Estate, Legal Writing, Small Business, Valuation, Acquisitions, Business Valuation, Commercial Banking, Sales, Loans, Banking, Commercial Real Estate, Private Equity, Loan Origination, Real Estate Transactions, Real Estate Financing, Finance
Education
Villanova University School of Law 2003 — 2006
Juris Doctorate, Law
University of Delaware 1997 — 2001
B.A., Business Administration and Managament
G. Christian Avery's J.P. Morgan Experience February 2010 - May 2015
Job Private Banker, Citizens Private Bank & Trust
Industry Banking
Experience
Citizens Financial Group, Inc. May 2015 - Present
JP Morgan February 2010 - May 2015
New England Wealth Strategies October 2008 - March 2010
Northwestern Mutual December 2007 - September 2008
Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 63, Finance, Series, Life & Health Insurance..., Portfolio Management, Investments, Securities, Strategic Financial..., Financial Analysis, Series 7, Equities
Education
University of Connecticut 2003 — 2007
Brien McMahon
Citizens Financial Group, Inc. May 2015 - Present
JP Morgan February 2010 - May 2015
New England Wealth Strategies October 2008 - March 2010
Northwestern Mutual December 2007 - September 2008
Skills
Mutual Funds, Retirement Planning, Wealth Management, Series 63, Finance, Series, Life & Health Insurance..., Portfolio Management, Investments, Securities, Strategic Financial..., Financial Analysis, Series 7, Equities
Education
University of Connecticut 2003 — 2007
Brien McMahon
Rob Henschel's J.P. Morgan Experience January 2002 - November 2004
Job Account Manager Great West Financial
Industry Financial Services
Experience
TIAA-CREF April 2013 - June 2015
TIAA-CREF January 2011 - April 2013
Texs Army National Guard November 2007 - April 2012
Benefit Resource Group January 2010 - November 2010
TD Ameritrade April 2005 - January 2010
US Army October 2006 - November 2007
JP Morgan January 2002 - November 2004
US Marine Corps June 1990 - July 1997
Skills
Series 7, Retirement Planning, Insurance, Securities, Fixed Annuities, Retirement, Wealth Management, 401k, Military, Series 65, Leadership, Financial Services, Investments, Mutual Funds, Disability Insurance, Team Building, Strategic Planning, Customer Service, Financial Planning, Risk Management
Education
University of Colorado Colorado Springs 1991 — 1995
BA, International Relations
TIAA-CREF April 2013 - June 2015
TIAA-CREF January 2011 - April 2013
Texs Army National Guard November 2007 - April 2012
Benefit Resource Group January 2010 - November 2010
TD Ameritrade April 2005 - January 2010
US Army October 2006 - November 2007
JP Morgan January 2002 - November 2004
US Marine Corps June 1990 - July 1997
Skills
Series 7, Retirement Planning, Insurance, Securities, Fixed Annuities, Retirement, Wealth Management, 401k, Military, Series 65, Leadership, Financial Services, Investments, Mutual Funds, Disability Insurance, Team Building, Strategic Planning, Customer Service, Financial Planning, Risk Management
Education
University of Colorado Colorado Springs 1991 — 1995
BA, International Relations
Clara Gamargo's J.P. Morgan Experience February 2008 - September 2014
Job Account Payables Coordinator at Polsinelli PC
Industry Financial Services
Experience
Polsinelli PC September 2014 - Present
JP Morgan February 2008 - September 2014
Custom Cut Graphics D.B.A. The Chop Shop June 2003 - May 2013
The Nolan Company October 2005 - October 2007
Habanero’s Restaurant May 2005 - October 2005
Midwest Pension Administrators, Inc. July 2001 - March 2005
University of Central Missouri August 1998 - May 2000
Warrensburg Area Economic Development Corp. September 1997 - September 1999
Skills
Process Improvement, Account Reconciliation, Process Analyst, Financial Reporting, Pensions, Defined Benefit, Pension Administration, Spreadsheets, Accounting, Retirement, Defined Contribution, Human Resources, Deductive reasoning, Insurance, Loans, Outlook, Complex problem solving, 401k, Exceptional accuracy, Exceptional customer..., Customer Service, Accounts Payable, Series 7, Management, Leadership, Mutual Funds, Payroll, Administration, Employee Benefits, Employee Relations, Budgets, Analysis, ERISA, Series 63, QuickBooks, Series 6, Financial Services, Time Management
Education
University of Central Missouri 1994 — 2000
Master of Arts, Economics
Polsinelli PC September 2014 - Present
JP Morgan February 2008 - September 2014
Custom Cut Graphics D.B.A. The Chop Shop June 2003 - May 2013
The Nolan Company October 2005 - October 2007
Habanero’s Restaurant May 2005 - October 2005
Midwest Pension Administrators, Inc. July 2001 - March 2005
University of Central Missouri August 1998 - May 2000
Warrensburg Area Economic Development Corp. September 1997 - September 1999
Skills
Process Improvement, Account Reconciliation, Process Analyst, Financial Reporting, Pensions, Defined Benefit, Pension Administration, Spreadsheets, Accounting, Retirement, Defined Contribution, Human Resources, Deductive reasoning, Insurance, Loans, Outlook, Complex problem solving, 401k, Exceptional accuracy, Exceptional customer..., Customer Service, Accounts Payable, Series 7, Management, Leadership, Mutual Funds, Payroll, Administration, Employee Benefits, Employee Relations, Budgets, Analysis, ERISA, Series 63, QuickBooks, Series 6, Financial Services, Time Management
Education
University of Central Missouri 1994 — 2000
Master of Arts, Economics
Daniel P. Donnelly's J.P. Morgan Experience 1999 - 2002
Job Senior Vice President, Head of Investment Communications at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management June 2009 - Present
BlackRock February 2006 - December 2008
Morgan Stanley Investment Management 2005 - 2006
Columbia Management 2002 - 2005
JP Morgan 1999 - 2002
Morgan Stanley 1998 - 1999
JP Morgan 1996 - 1998
Institutional Investor 1994 - 1996
Skills
Thought Leadership, Team Management, Integrated Marketing, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, FINRA, Fixed Income, Series 63, Equities, Asset Managment, Series 24, Institutional Investors, Intermediary, Investment Management, Versatile Writer, Content Development, Content Writing, Editing, Marketing Strategy, Marketing Communications, Marketing Management, Product Marketing, Strategic Communications, Cross-functional Team..., Team Leadership, Sensitive Information
Education
University of Connecticut 1989 — 1993
BA, Economics and English
Voya Investment Management June 2009 - Present
BlackRock February 2006 - December 2008
Morgan Stanley Investment Management 2005 - 2006
Columbia Management 2002 - 2005
JP Morgan 1999 - 2002
Morgan Stanley 1998 - 1999
JP Morgan 1996 - 1998
Institutional Investor 1994 - 1996
Skills
Thought Leadership, Team Management, Integrated Marketing, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, FINRA, Fixed Income, Series 63, Equities, Asset Managment, Series 24, Institutional Investors, Intermediary, Investment Management, Versatile Writer, Content Development, Content Writing, Editing, Marketing Strategy, Marketing Communications, Marketing Management, Product Marketing, Strategic Communications, Cross-functional Team..., Team Leadership, Sensitive Information
Education
University of Connecticut 1989 — 1993
BA, Economics and English
Greg Durrett's J.P. Morgan Experience June 2003 - December 2008
Job Managing Director
Industry Investment Banking
Experience
Sterne Agee August 2010 - Present
Oppenheimer & Co. May 2009 - August 2010
JP Morgan June 2003 - December 2008
Bank One 2003 - 2004
Morgan Keegan October 2000 - June 2003
Securities Corp of Iowa April 1998 - October 2000
Olde Discount Corporation 1995 - 1998
Skills
Trading, Bond Markets, Capital Markets, Hedge Funds, Series 7, Investments, Bonds, Fixed Income, Bloomberg, Series 63, Investment Banking, Securities, Equities, Asset Allocation
Education
University of Arkansas 1988 — 1992
Economics
Sterne Agee August 2010 - Present
Oppenheimer & Co. May 2009 - August 2010
JP Morgan June 2003 - December 2008
Bank One 2003 - 2004
Morgan Keegan October 2000 - June 2003
Securities Corp of Iowa April 1998 - October 2000
Olde Discount Corporation 1995 - 1998
Skills
Trading, Bond Markets, Capital Markets, Hedge Funds, Series 7, Investments, Bonds, Fixed Income, Bloomberg, Series 63, Investment Banking, Securities, Equities, Asset Allocation
Education
University of Arkansas 1988 — 1992
Economics
Glenn Dick's J.P. Morgan Experience December 2003 - July 2007
Job AVP Data Architecture & Infrastructure at Infinity Insurance
Industry Insurance
Experience
Infinity Insurance June 2015 - Present
Infinity Insurance February 2013 - June 2015
Belk Stores Services July 2007 - January 2013
JP Morgan December 2003 - July 2007
Kforce Technology Staffing June 2003 - December 2003
Comsys December 2000 - June 2003
Belk Stores Services May 1996 - December 2000
BellSouth Telecommunications December 1981 - May 1996
Education
University of Alabama at Birmingham 1977 — 1981
Bachelor of Science (BS), Computer Science
Infinity Insurance June 2015 - Present
Infinity Insurance February 2013 - June 2015
Belk Stores Services July 2007 - January 2013
JP Morgan December 2003 - July 2007
Kforce Technology Staffing June 2003 - December 2003
Comsys December 2000 - June 2003
Belk Stores Services May 1996 - December 2000
BellSouth Telecommunications December 1981 - May 1996
Education
University of Alabama at Birmingham 1977 — 1981
Bachelor of Science (BS), Computer Science
Mark Bakar's J.P. Morgan Experience 1992 - 1993
Job Senior Advisor at View | Dynamic Glass
Industry Nanotechnology
Experience
View Dynamic Glass June 2014 - Present
Makai Ventures LLC 2009 - Present
ValueVest Management Company 1993 - 2007
JP Morgan 1992 - 1993
Goldman Sachs 1989 - 1992
Bear Stearns 1985 - 1989
Skills
Investments, Private Equity, Asset Managment, Alternative Investments, Hedge Funds, Fund Of Funds, Institutional..., Asset Management, Emerging Markets, Wealth Management, Equities, Securities, Fixed Income, Valuation, Corporate Development, Investment Management, Investor Relations, Entrepreneurship, Financial Modeling, Investment Banking, Venture Capital, Due Diligence, Start-ups, Structured Finance, Capital Markets, Mergers & Acquisitions, Real Estate Economics, Investment Strategies, Corporate Finance, Portfolio Management, Asset Allocation
Education
University of California, Los Angeles 1979 — 1985
BA, Political Science/Economics
View Dynamic Glass June 2014 - Present
Makai Ventures LLC 2009 - Present
ValueVest Management Company 1993 - 2007
JP Morgan 1992 - 1993
Goldman Sachs 1989 - 1992
Bear Stearns 1985 - 1989
Skills
Investments, Private Equity, Asset Managment, Alternative Investments, Hedge Funds, Fund Of Funds, Institutional..., Asset Management, Emerging Markets, Wealth Management, Equities, Securities, Fixed Income, Valuation, Corporate Development, Investment Management, Investor Relations, Entrepreneurship, Financial Modeling, Investment Banking, Venture Capital, Due Diligence, Start-ups, Structured Finance, Capital Markets, Mergers & Acquisitions, Real Estate Economics, Investment Strategies, Corporate Finance, Portfolio Management, Asset Allocation
Education
University of California, Los Angeles 1979 — 1985
BA, Political Science/Economics
Samuel Gottesman's J.P. Morgan Experience September 2012 - March 2014
Job Managing Director, Market Executive at U.S. Trust, Bank of America Wealth Management
Industry Banking
Experience
U.S. Trust, Bank of America Wealth Management March 2014 - Present
JP Morgan September 2012 - March 2014
JP Morgan April 2010 - September 2012
Magnifier Asset Management, LLC. April 2009 - March 2010
Mizuho Alternative Investments March 2006 - March 2009
Mizuho Corporate Bank, Ltd. 2006 - 2009
Blaylock & Company 2005 - 2005
Commerzbank 2001 - 2004
Bear Stearns 1993 - 2000
Credit Suisse 1992 - 1992
Skills
Private Banking, Wealth Management, Portfolio Management, Risk Management, Wealth Advisory, Family Office, Structured Lending, Credit, Trust and Estate..., Alternative Investments, Hedge Funds, Private Equity, Investment Strategies, Marketing, Capital Markets, Proprietary Trading, Institutional Sales, Investments, Derivatives, Trading, Asset Management
Education
University at Buffalo 1974 — 1981
MBA, Finance, Economics
University at Buffalo 1974 — 1981
MBA, FINANCE AND ECONOMICS
U.S. Trust, Bank of America Wealth Management March 2014 - Present
JP Morgan September 2012 - March 2014
JP Morgan April 2010 - September 2012
Magnifier Asset Management, LLC. April 2009 - March 2010
Mizuho Alternative Investments March 2006 - March 2009
Mizuho Corporate Bank, Ltd. 2006 - 2009
Blaylock & Company 2005 - 2005
Commerzbank 2001 - 2004
Bear Stearns 1993 - 2000
Credit Suisse 1992 - 1992
Skills
Private Banking, Wealth Management, Portfolio Management, Risk Management, Wealth Advisory, Family Office, Structured Lending, Credit, Trust and Estate..., Alternative Investments, Hedge Funds, Private Equity, Investment Strategies, Marketing, Capital Markets, Proprietary Trading, Institutional Sales, Investments, Derivatives, Trading, Asset Management
Education
University at Buffalo 1974 — 1981
MBA, Finance, Economics
University at Buffalo 1974 — 1981
MBA, FINANCE AND ECONOMICS
Gary Shelto's J.P. Morgan Experience 1995 - 2000
Job Managing Member at Investors Economic Assurance, LLC
Industry Financial Services
Experience
Investors Economic Assurance, LLC January 2000 - Present
JP Morgan 1995 - 2000
Chase Manhattan Bank 1991 - 1995
Arthur Andersen 1984 - 1990
Management Technologies Inc. 1983 - 1984
Skills
Asset Managment, Fund Administration, Private Equity, Financial Modeling, Portfolio Management, Hedge Funds, Alternative Investments, Business Analysis, Fund Accounting, Valuation, Financial Analysis, Fund Of Funds, Investments, Banking, Corporate Finance, Asset Management, Fixed Income, Equities
Education
The University of Connecticut 1979 — 1983
Bachelor's degree, Economics
Investors Economic Assurance, LLC January 2000 - Present
JP Morgan 1995 - 2000
Chase Manhattan Bank 1991 - 1995
Arthur Andersen 1984 - 1990
Management Technologies Inc. 1983 - 1984
Skills
Asset Managment, Fund Administration, Private Equity, Financial Modeling, Portfolio Management, Hedge Funds, Alternative Investments, Business Analysis, Fund Accounting, Valuation, Financial Analysis, Fund Of Funds, Investments, Banking, Corporate Finance, Asset Management, Fixed Income, Equities
Education
The University of Connecticut 1979 — 1983
Bachelor's degree, Economics
Ben Peck's J.P. Morgan Experience 2007 - 2008
Job Consultant Structured Finance
Industry Capital Markets
Experience
Moody's Analytics 2015 - Present
Protiviti 2015 - Present
Fitch Ratings 2014 - 2015
EY 2013 - 2014
Deloitte 2011 - 2012
RiskSpan 2009 - 2010
JP Morgan 2007 - 2008
FGIC 2006 - 2007
Wall Street Analytics 2006 - 2006
Skills
Valuation, Structured Products, ABS, CDO/CLO, RMBS, Intex, Bloomberg, VBA, Residential Mortgages, Fixed Income, Financial Structuring, Financial Modeling, Structured Finance, Capital Markets, Derivatives, CDO, Securitization, CMBS, Market Risk
Education
University of California, Santa Barbara
B.S.C
Moody's Analytics 2015 - Present
Protiviti 2015 - Present
Fitch Ratings 2014 - 2015
EY 2013 - 2014
Deloitte 2011 - 2012
RiskSpan 2009 - 2010
JP Morgan 2007 - 2008
FGIC 2006 - 2007
Wall Street Analytics 2006 - 2006
Skills
Valuation, Structured Products, ABS, CDO/CLO, RMBS, Intex, Bloomberg, VBA, Residential Mortgages, Fixed Income, Financial Structuring, Financial Modeling, Structured Finance, Capital Markets, Derivatives, CDO, Securitization, CMBS, Market Risk
Education
University of California, Santa Barbara
B.S.C
Richard Civello's J.P. Morgan Experience August 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
JP Morgan July 2010 - August 2013
Galloway Capital Management LLC May 2009 - August 2009
Northwestern Mutual June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Series 7, Equities, Bloomberg Terminal, Series 63, Hedge Funds, Alternative Investments, Investments, Financial Analysis, Portfolio Management, Equity Research, Asset Managment, Valuation, Credit, Microsoft Excel, Fixed Income, Credit Risk, PowerPoint, Financial Reporting
Education
University at Albany, SUNY 2006 — 2010
BS, Financial Analysis/Economics, 3.9 GPA
Brooklyn Tech 2002 — 2006
CFA Program
J.P. Morgan August 2013 - Present
JP Morgan July 2010 - August 2013
Galloway Capital Management LLC May 2009 - August 2009
Northwestern Mutual June 2008 - August 2008
Skills
Bloomberg, Financial Modeling, Series 7, Equities, Bloomberg Terminal, Series 63, Hedge Funds, Alternative Investments, Investments, Financial Analysis, Portfolio Management, Equity Research, Asset Managment, Valuation, Credit, Microsoft Excel, Fixed Income, Credit Risk, PowerPoint, Financial Reporting
Education
University at Albany, SUNY 2006 — 2010
BS, Financial Analysis/Economics, 3.9 GPA
Brooklyn Tech 2002 — 2006
CFA Program
David Gabrielson's J.P. Morgan Experience July 1993 - March 1999
Job Executive Director at PACENow
Industry Renewables & Environment
Experience
PACENow November 2010 - Present
Town of Bedford, NY January 2008 - Present
Ounavarra Capital LLC April 2008 - November 2009
Prudential Securities April 1999 - January 2001
JP Morgan July 1993 - March 1999
The First Boston Corporation September 1985 - July 1993
Skills
Energy Efficiency, Sustainable Energy, Energy Policy, Solar Energy, Public Policy, Public Finance, Renewable Energy, Sustainability, Environmental Policy, Energy, Climate, Carbon, Portfolio Management, Hedge Funds
Education
Yale University - Yale School of Management 1983 — 1985
MBA
University of California, Berkeley 1980 — 1982
A.B., Economics
PACENow November 2010 - Present
Town of Bedford, NY January 2008 - Present
Ounavarra Capital LLC April 2008 - November 2009
Prudential Securities April 1999 - January 2001
JP Morgan July 1993 - March 1999
The First Boston Corporation September 1985 - July 1993
Skills
Energy Efficiency, Sustainable Energy, Energy Policy, Solar Energy, Public Policy, Public Finance, Renewable Energy, Sustainability, Environmental Policy, Energy, Climate, Carbon, Portfolio Management, Hedge Funds
Education
Yale University - Yale School of Management 1983 — 1985
MBA
University of California, Berkeley 1980 — 1982
A.B., Economics
Kira Edmonds's J.P. Morgan Experience January 2009 - June 2009
Job Pharmacy Manager at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Caremark Corporation April 2012 - Present
CVS Caremark Corporation June 2009 - Present
JP Morgan January 2009 - June 2009
UBS Financial Services June 2007 - December 2008
Walgreens August 2002 - June 2007
Skills
Certified Immunizer, Pharmacists, Pharmacy
Education
University at Buffalo 1994 — 2000
Doctorate, Pharmacy
CVS Caremark Corporation April 2012 - Present
CVS Caremark Corporation June 2009 - Present
JP Morgan January 2009 - June 2009
UBS Financial Services June 2007 - December 2008
Walgreens August 2002 - June 2007
Skills
Certified Immunizer, Pharmacists, Pharmacy
Education
University at Buffalo 1994 — 2000
Doctorate, Pharmacy
Anthony Due's J.P. Morgan Experience November 2007 - October 2014
Job Asset Manager
Industry Oil & Energy
Experience
Mercuria Energy America, Inc October 2014 - Present
JP Morgan November 2007 - October 2014
Williams 2001 - 2007
Associated Electric Cooperative June 1999 - February 2001
US Navy May 1994 - June 1998
Skills
Commodity Markets, Hedging, Energy Markets, Electricity Markets, Power Generation, Energy, Commodity, Trading, Swaps, Electronic Trading
Education
University of Arkansas 1998 — 1999
MBA, Business
University of Oklahoma - Price College of Business 1989 — 1994
BBA, Finance
Mercuria Energy America, Inc October 2014 - Present
JP Morgan November 2007 - October 2014
Williams 2001 - 2007
Associated Electric Cooperative June 1999 - February 2001
US Navy May 1994 - June 1998
Skills
Commodity Markets, Hedging, Energy Markets, Electricity Markets, Power Generation, Energy, Commodity, Trading, Swaps, Electronic Trading
Education
University of Arkansas 1998 — 1999
MBA, Business
University of Oklahoma - Price College of Business 1989 — 1994
BBA, Finance
Ben Grisinger's J.P. Morgan Experience August 2004 - August 2006
Job Broker Associate at Zip Realty, Inc
Industry Real Estate
Experience
Zip Realty, Inc Phone RepresentativeTIAA-CREFAugust 2006 - August 2007
JP Morgan August 2004 - August 2006
Education
University of Colorado Denver 2004 — 2005
Business Management
Zip Realty, Inc Phone RepresentativeTIAA-CREFAugust 2006 - August 2007
JP Morgan August 2004 - August 2006
Education
University of Colorado Denver 2004 — 2005
Business Management
Janice Nightingale's J.P. Morgan Experience July 2001 - September 2012
Job oracle dba at JPMorgan
Industry Banking
Experience
Novation September 2012 - Present
JPMorgan 2001 - Present
JPMorgan Chase 2001 - Present
JP Morgan July 2001 - September 2012
Skills
PL/SQL, Erwin, SQL Tuning, Unix, Oracle
Education
University of Cape Town 1983 — 1985
B. Comm, Accounting
Novation September 2012 - Present
JPMorgan 2001 - Present
JPMorgan Chase 2001 - Present
JP Morgan July 2001 - September 2012
Skills
PL/SQL, Erwin, SQL Tuning, Unix, Oracle
Education
University of Cape Town 1983 — 1985
B. Comm, Accounting
Alan Rothstein's J.P. Morgan Experience 2013 - Present
Job O&C Program Director at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan 2013 - Present
J.P. Morgan 2010 - 2013
JPMorgan 2004 - 2010
JP Morgan Chase 1995 - 2004
JP Morgan 1988 - 1995
Goldman Sachs 1985 - 1988
Skills
Project Management, SDLC, Agile Methodologies, ETFs, Global Custody, Financial Services, Vendor Management, Business Analysis, Process Modeling, Technology Product..., Fund Accounting, Banking, Risk Management, Prime Brokerage, Middle Office, Equities, Fixed Income, Derivatives, Investment Banking, Market Data, Trading Systems, User Acceptance Testing
Education
University at Albany, SUNY 1976 — 1980
ba, business
Wheatley
J.P. Morgan 2013 - Present
J.P. Morgan 2010 - 2013
JPMorgan 2004 - 2010
JP Morgan Chase 1995 - 2004
JP Morgan 1988 - 1995
Goldman Sachs 1985 - 1988
Skills
Project Management, SDLC, Agile Methodologies, ETFs, Global Custody, Financial Services, Vendor Management, Business Analysis, Process Modeling, Technology Product..., Fund Accounting, Banking, Risk Management, Prime Brokerage, Middle Office, Equities, Fixed Income, Derivatives, Investment Banking, Market Data, Trading Systems, User Acceptance Testing
Education
University at Albany, SUNY 1976 — 1980
ba, business
Wheatley
Steve Mosteiro's J.P. Morgan Experience Managing Director PrincipalBear Stearns1997 - 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan Managing Director PrincipalBear Stearns1997 - 2008
Dow Jones Telerate 1992 - 1997
Telerate 1989 - 1997
FBI 1987 - 1989
Education
University at Buffalo 1982 — 1987
BA, Computer Science / Mathmatics
JP Morgan Managing Director PrincipalBear Stearns1997 - 2008
Dow Jones Telerate 1992 - 1997
Telerate 1989 - 1997
FBI 1987 - 1989
Education
University at Buffalo 1982 — 1987
BA, Computer Science / Mathmatics
Bill Jacobs's J.P. Morgan Experience July 2010 - March 2013
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2014 - Present
Standard Chartered Bank March 2013 - November 2014
JP Morgan July 2010 - March 2013
UBS Investment Bank 2006 - 2010
Dillon Read Capital Management 2006 - 2007
Thomson Financial 2001 - 2005
ILX Systems 1998 - 2001
Skills
Market Data, Exchange Connectivity, Trading Systems, Electronic Trading..., Electronic Trading, Equities, Low Latency, Fixed Income
Education
University at Buffalo 1994 — 2008
BA, Communication
Goldman Sachs November 2014 - Present
Standard Chartered Bank March 2013 - November 2014
JP Morgan July 2010 - March 2013
UBS Investment Bank 2006 - 2010
Dillon Read Capital Management 2006 - 2007
Thomson Financial 2001 - 2005
ILX Systems 1998 - 2001
Skills
Market Data, Exchange Connectivity, Trading Systems, Electronic Trading..., Electronic Trading, Equities, Low Latency, Fixed Income
Education
University at Buffalo 1994 — 2008
BA, Communication
Kevin Morgan's J.P. Morgan Experience March 2009 - Present
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan March 2009 - Present
DWS Deutsche Bank November 2004 - January 2009
Fidelity Investments March 1995 - November 2004
Great American Insurance February 1992 - March 1994
Skills
Relationship Management, Series 7, Series 63, Mutual Funds, Retirement, 401k, Investment Advisory, Investments, Asset Allocation, Wealth Management, Pensions, Retirement Planning, Financial Advisory, Financial Services, Profit Sharing, Securities, Series 6, Alternative Investments, Asset Management, Sales, Investment Strategies, Consulting, Employee Benefits, Management
Education
University of Cincinnati 1990 — 1994
Business, Finance
JP Morgan March 2009 - Present
DWS Deutsche Bank November 2004 - January 2009
Fidelity Investments March 1995 - November 2004
Great American Insurance February 1992 - March 1994
Skills
Relationship Management, Series 7, Series 63, Mutual Funds, Retirement, 401k, Investment Advisory, Investments, Asset Allocation, Wealth Management, Pensions, Retirement Planning, Financial Advisory, Financial Services, Profit Sharing, Securities, Series 6, Alternative Investments, Asset Management, Sales, Investment Strategies, Consulting, Employee Benefits, Management
Education
University of Cincinnati 1990 — 1994
Business, Finance
Deborah DeSantis's J.P. Morgan Experience December 1996 - April 2001
Job Head of Loan Products Citi Commercial Bank
Industry Banking
Experience
Citi April 2013 - Present
Royal Bank of Scotland March 2007 - April 2013
Morgan Stanley April 2001 - March 2007
JP Morgan December 1996 - April 2001
Ernst & Young September 1994 - December 1996
Skills
Capital Markets, Corporate Finance, Credit, Credit Analysis, Credit Risk, Due Diligence, Equities, Investment Banking, Leveraged Finance, Management, Portfolio Management, Private Equity, Project Finance, Real Estate, Restructuring
Education
State University of New York at Buffalo 1989 — 1994
BS, Accounting, Finance
Citi April 2013 - Present
Royal Bank of Scotland March 2007 - April 2013
Morgan Stanley April 2001 - March 2007
JP Morgan December 1996 - April 2001
Ernst & Young September 1994 - December 1996
Skills
Capital Markets, Corporate Finance, Credit, Credit Analysis, Credit Risk, Due Diligence, Equities, Investment Banking, Leveraged Finance, Management, Portfolio Management, Private Equity, Project Finance, Real Estate, Restructuring
Education
State University of New York at Buffalo 1989 — 1994
BS, Accounting, Finance
Ian Gazard's J.P. Morgan Experience 1995 - 2002
Job Partner at BlueMountain Capital
Industry Investment Management
Experience
BlueMountain 2004 - Present
Credit Suisse First Boston 2002 - 2004
JP Morgan 1995 - 2002
Moodys Investor Services 1988 - 1994
Education
University of Calgary 1982 — 1986
BA, Economics
BlueMountain 2004 - Present
Credit Suisse First Boston 2002 - 2004
JP Morgan 1995 - 2002
Moodys Investor Services 1988 - 1994
Education
University of Calgary 1982 — 1986
BA, Economics
Steven Giacoletto's J.P. Morgan Experience September 2007 - Present
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan September 2007 - Present
Raytheon July 2005 - September 2007
Raytheon March 1996 - July 2005
Hughes Aircraft Company June 1988 - March 1996
Education
University of California, Irvine 1986 — 1988
MBA, Operations & Marketing
University of California, Irvine 1984 — 1987
B.A., Economics
JP Morgan September 2007 - Present
Raytheon July 2005 - September 2007
Raytheon March 1996 - July 2005
Hughes Aircraft Company June 1988 - March 1996
Education
University of California, Irvine 1986 — 1988
MBA, Operations & Marketing
University of California, Irvine 1984 — 1987
B.A., Economics
Jan Stobbe's J.P. Morgan Experience 1990 - 1997
Job Principal at Integra Solutions
Industry Financial Services
Experience
Integra Solutions June 2011 - Present
UBS 2006 - June 2011
Starwood Hotels & Resorts Worldwide, Inc. March 2005 - November 2006
JP Morgan 1990 - 1997
Chemical Bank 1983 - 1984
The Reserve Funds 1983 - 1984
Skills
SOA, Vendor Management, IT Strategy, Enterprise Software, Integration, Solution Architecture, Enterprise Architecture, SDLC, SaaS, Architectures, Product Management, Security
Education
University at Albany
BS, Mathematics
University at Albany
Masters Program, Computer Science
Integra Solutions June 2011 - Present
UBS 2006 - June 2011
Starwood Hotels & Resorts Worldwide, Inc. March 2005 - November 2006
JP Morgan 1990 - 1997
Chemical Bank 1983 - 1984
The Reserve Funds 1983 - 1984
Skills
SOA, Vendor Management, IT Strategy, Enterprise Software, Integration, Solution Architecture, Enterprise Architecture, SDLC, SaaS, Architectures, Product Management, Security
Education
University at Albany
BS, Mathematics
University at Albany
Masters Program, Computer Science
Edie Markey's J.P. Morgan Experience 1992 - 2000
Job Vice President Business Support
Industry Financial Services
Experience
Genomic Health June 2008 - November 2008
Valentis, Inc. 2004 - 2007
JP Morgan Chase 2000 - 2002
JP Morgan 1992 - 2000
JP Morgan Securities 1987 - 1992
Education
University of California, Berkeley 2008 — 2010
Certificate, Human Resources Management
University of Scranton 1974 — 1978
BS, Accounting
Genomic Health June 2008 - November 2008
Valentis, Inc. 2004 - 2007
JP Morgan Chase 2000 - 2002
JP Morgan 1992 - 2000
JP Morgan Securities 1987 - 1992
Education
University of California, Berkeley 2008 — 2010
Certificate, Human Resources Management
University of Scranton 1974 — 1978
BS, Accounting
Tamika Goldson's J.P. Morgan Experience 1999 - 2001
Job Store Manager, AVP at TD Bank
Industry Banking
Experience
TD August 2009 - Present
Bank of America October 2001 - January 2009
jp morgan 1999 - 2001
Tricon September 1997 - 1999
McDonald's Corporation September 1991 - September 1997
Skills
Consumer Lending, Small Business Lending, Credit, Loans, Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Retail Banking, Cross Selling, Lines Of Credit, Credit Analysis, Customer Service, Finance, Sales, Coaching, Sales Management, Leadership, Small Business, Employee Training, Relationship Management, Branch Management, Financial Services, Customer Experience, Residential Mortgages, Human Resources, Team Leadership, Employee Engagement, Onboarding, Branch Banking, Performance Management, Home Equity Lines of..., Mortgage Banking, Credit Cards, Training, Refinance, Retail, Home Equity Loans, Deposits, Private Banking, Portfolio Management, Management, Team Building
Education
University of Bridgeport 2009 — 2014
Bachelor of Science (B.S.), Business/Human Resources, 3.920
GRADUATE OF CONNECTICUT SCHOOL OF FINANCE 2011 — 2012
University of Bridgeport 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General, 3.967
Hamburger University 1997 — 1997
McDonald's management training
University of Bridgeport
Criminal Justice Certificate, Human Resources Management/Personnel Administration, General
University of Bridgeport
certificate in Human Resources, Business/Commerce, General
TD August 2009 - Present
Bank of America October 2001 - January 2009
jp morgan 1999 - 2001
Tricon September 1997 - 1999
McDonald's Corporation September 1991 - September 1997
Skills
Consumer Lending, Small Business Lending, Credit, Loans, Banking, Commercial Banking, Mortgage Lending, Commercial Lending, Retail Banking, Cross Selling, Lines Of Credit, Credit Analysis, Customer Service, Finance, Sales, Coaching, Sales Management, Leadership, Small Business, Employee Training, Relationship Management, Branch Management, Financial Services, Customer Experience, Residential Mortgages, Human Resources, Team Leadership, Employee Engagement, Onboarding, Branch Banking, Performance Management, Home Equity Lines of..., Mortgage Banking, Credit Cards, Training, Refinance, Retail, Home Equity Loans, Deposits, Private Banking, Portfolio Management, Management, Team Building
Education
University of Bridgeport 2009 — 2014
Bachelor of Science (B.S.), Business/Human Resources, 3.920
GRADUATE OF CONNECTICUT SCHOOL OF FINANCE 2011 — 2012
University of Bridgeport 2010 — 2012
Associate of Arts (AA), Business Administration and Management, General, 3.967
Hamburger University 1997 — 1997
McDonald's management training
University of Bridgeport
Criminal Justice Certificate, Human Resources Management/Personnel Administration, General
University of Bridgeport
certificate in Human Resources, Business/Commerce, General
Jamal Roble's J.P. Morgan Experience August 1997 - August 2008
Job Hedge Fund Operations Supervisor II
Industry Financial Services
Experience
BNY Mellon October 2013 - Present
BNY Mellon December 2009 - October 2013
JP Morgan August 1997 - August 2008
Skills
Mutual Funds, Securities, Bloomberg
Education
University of Connecticut 1988 — 1992
Bachelor of Arts, Economics
BNY Mellon October 2013 - Present
BNY Mellon December 2009 - October 2013
JP Morgan August 1997 - August 2008
Skills
Mutual Funds, Securities, Bloomberg
Education
University of Connecticut 1988 — 1992
Bachelor of Arts, Economics
Johnie (J.J.) Davis's J.P. Morgan Experience February 2006 - August 2009
Job Computer Software Engineer at Aricent Group
Industry Information Technology and Services
Experience
Aricent Group May 2013 - Present
Harris Broadcast February 2013 - May 2013
Harris Corporation September 2011 - February 2013
JPMorgan September 2009 - September 2011
JP Morgan February 2006 - August 2009
AT&T 1981 - 2005
Skills
Software Configuration..., SDLC, Unix, Agile Methodologies, Requirements Analysis, SQL, Software Development, Software Project..., Testing, Integration, DB2, Disaster Recovery, Vendor Management, Java, XML, Process Improvement, Release Management, Visio, Microsoft SQL Server
Education
University of Central Missouri 1977 — 1981
BSBA, Computer Programming
Aricent Group May 2013 - Present
Harris Broadcast February 2013 - May 2013
Harris Corporation September 2011 - February 2013
JPMorgan September 2009 - September 2011
JP Morgan February 2006 - August 2009
AT&T 1981 - 2005
Skills
Software Configuration..., SDLC, Unix, Agile Methodologies, Requirements Analysis, SQL, Software Development, Software Project..., Testing, Integration, DB2, Disaster Recovery, Vendor Management, Java, XML, Process Improvement, Release Management, Visio, Microsoft SQL Server
Education
University of Central Missouri 1977 — 1981
BSBA, Computer Programming
Declan Canavan's J.P. Morgan Experience 1997 - Present
Job Managing Director at JP Morgan
Industry Banking
James Tramposch's J.P. Morgan Experience September 2011 - October 2012
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2012 - Present
J.P. Morgan September 2011 - October 2012
JP Morgan October 2009 - September 2011
Natixis April 2009 - October 2009
Resources Global Professionals February 2009 - March 2009
Bear Stearns June 2001 - December 2008
J.P. Morgan 2008 - 2008
Skills
Credit Derivatives, CDS, CDO, Prime Brokerage, ABS, Swaps, Equity Derivatives, Middle Office, Structured Products, ISDA, Interest Rate..., Fixed Income, Exotic Derivatives, Derivatives, Calypso, Hedge Funds, Counterparty Risk, Trading Systems, Securitization, Bloomberg, Capital Markets, Valuation
Education
University at Albany, State University of New York 1997 — 2001
Bachelor's of Science, Finance
State University of New York at Albany
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
State University of New York at Albany
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Deutsche Bank October 2012 - Present
J.P. Morgan September 2011 - October 2012
JP Morgan October 2009 - September 2011
Natixis April 2009 - October 2009
Resources Global Professionals February 2009 - March 2009
Bear Stearns June 2001 - December 2008
J.P. Morgan 2008 - 2008
Skills
Credit Derivatives, CDS, CDO, Prime Brokerage, ABS, Swaps, Equity Derivatives, Middle Office, Structured Products, ISDA, Interest Rate..., Fixed Income, Exotic Derivatives, Derivatives, Calypso, Hedge Funds, Counterparty Risk, Trading Systems, Securitization, Bloomberg, Capital Markets, Valuation
Education
University at Albany, State University of New York 1997 — 2001
Bachelor's of Science, Finance
State University of New York at Albany
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
State University of New York at Albany
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Rick Grossman's J.P. Morgan Experience September 2004 - March 2010
Job October Three LLC
Industry Financial Services
Experience
JP Morgan September 2004 - March 2010
Towers Perrin 1998 - 2004
Education
University of California, San Diego
JP Morgan September 2004 - March 2010
Towers Perrin 1998 - 2004
Education
University of California, San Diego
Patrick Colimon's J.P. Morgan Experience March 1996 - September 1999
Job Consultant at Oppenheimer & Co.
Industry Information Technology and Services
Experience
Oppenheimer & Co. February 2003 - January 2009
CIBC World Markets Inc. October 1999 - December 2001
JP Morgan March 1996 - September 1999
Andersen Consulting 1988 - 1992
Education
University at Albany, SUNY 1984 — 1988
BS, Business Administration, MIS
Oppenheimer & Co. February 2003 - January 2009
CIBC World Markets Inc. October 1999 - December 2001
JP Morgan March 1996 - September 1999
Andersen Consulting 1988 - 1992
Education
University at Albany, SUNY 1984 — 1988
BS, Business Administration, MIS
Garth Williams's J.P. Morgan Experience June 2007 - February 2009
Job CFO at Kroll Advisory Solutions
Industry Security and Investigations
Experience
Kroll February 2013 - Present
Kroll Advisory Solutions February 2013 - Present
American Tower August 2010 - August 2012
JP Morgan June 2007 - February 2009
Morgan Stanley May 1993 - March 2007
Blake Dawson Waldron 1992 - 1993
Skills
Mergers & Acquisitions, Investor Relations, Structured Finance, Capital Markets, Financial Modeling, Investment Banking, Valuation, IPO, Corporate Finance, Private Equity, Financial Structuring, Due Diligence, Hedge Funds, Leveraged Finance, Mergers, Fixed Income, Securities, Equities, Derivatives, Structured Products, Restructuring, ABS, CDO, CMBS, CLO, MBS, Treasury Services, International, Financial Accounting, Member of AICPA, Bankruptcy Ch11, Debt Restructuring
Education
Kings College 1982 — 1986
University of Melbourne 1990 — 1992
Bachelor of Laws (LLB), Banking, Corporate, Finance, and Securities Law
University of Auckland 1987 — 1989
Bachelor of Commerce, Accounting and Finance
Mellons Bay Primary
Kroll February 2013 - Present
Kroll Advisory Solutions February 2013 - Present
American Tower August 2010 - August 2012
JP Morgan June 2007 - February 2009
Morgan Stanley May 1993 - March 2007
Blake Dawson Waldron 1992 - 1993
Skills
Mergers & Acquisitions, Investor Relations, Structured Finance, Capital Markets, Financial Modeling, Investment Banking, Valuation, IPO, Corporate Finance, Private Equity, Financial Structuring, Due Diligence, Hedge Funds, Leveraged Finance, Mergers, Fixed Income, Securities, Equities, Derivatives, Structured Products, Restructuring, ABS, CDO, CMBS, CLO, MBS, Treasury Services, International, Financial Accounting, Member of AICPA, Bankruptcy Ch11, Debt Restructuring
Education
Kings College 1982 — 1986
University of Melbourne 1990 — 1992
Bachelor of Laws (LLB), Banking, Corporate, Finance, and Securities Law
University of Auckland 1987 — 1989
Bachelor of Commerce, Accounting and Finance
Mellons Bay Primary
Ajit Nimalasuriya, FRM, PMP's J.P. Morgan Experience June 2003 - November 2005
Job Treasury Solutions at Citi
Industry Financial Services
Experience
Citi July 2010 - Present
Credit Suisse May 2010 - July 2010
Bank of America June 2009 - April 2010
Bank of America November 2005 - February 2009
JP Morgan June 2003 - November 2005
AIG October 2001 - May 2003
Citibank 2000 - 2001
Credit Suisse, JP Morgan, HSBC and EDS 1996 - 2000
JP Morgan, New York, London, Milan, Melbourne 1982 - 1996
Deloitte, Haskins and Sells, London (Now PWC) 1977 - 1982
Skills
Fixed Income, Derivatives, Business Analysis, Market Risk, Credit Risk, Program Management, Project Management, Data Warehousing, Equities, Financial Risk, Portfolio Management, Business Process..., FX Options, Trading, SDLC, Financial Services, Requirements Gathering, Analysis, Strategy, Finance, Requirements Analysis
Education
University of Cambridge 1974 — 1977
MA, Engineering
Citi July 2010 - Present
Credit Suisse May 2010 - July 2010
Bank of America June 2009 - April 2010
Bank of America November 2005 - February 2009
JP Morgan June 2003 - November 2005
AIG October 2001 - May 2003
Citibank 2000 - 2001
Credit Suisse, JP Morgan, HSBC and EDS 1996 - 2000
JP Morgan, New York, London, Milan, Melbourne 1982 - 1996
Deloitte, Haskins and Sells, London (Now PWC) 1977 - 1982
Skills
Fixed Income, Derivatives, Business Analysis, Market Risk, Credit Risk, Program Management, Project Management, Data Warehousing, Equities, Financial Risk, Portfolio Management, Business Process..., FX Options, Trading, SDLC, Financial Services, Requirements Gathering, Analysis, Strategy, Finance, Requirements Analysis
Education
University of Cambridge 1974 — 1977
MA, Engineering
Chuck Jordan's J.P. Morgan Experience 2007 - Present
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan 2007 - Present
Bear Stearns 2002 - 2007
Mirant 1999 - 2002
Harris Corporation 1992 - 1994
Education
University of Alabama
MBA
University of South Alabama
Electrical Engineering
JP Morgan 2007 - Present
Bear Stearns 2002 - 2007
Mirant 1999 - 2002
Harris Corporation 1992 - 1994
Education
University of Alabama
MBA
University of South Alabama
Electrical Engineering
Andrea Pelhank's J.P. Morgan Experience September 2002 - September 2006
Job Business Relationship ManagerDesk Advocate, Capital MarketsVice President
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley November 2009 - Present
Merrill Lynch September 2006 - January 2010
JP Morgan September 2002 - September 2006
Education
Dobbs Ferry High School 1995 — 1999
University at Albany, SUNY 1995 — 1999
Morgan Stanley July 2015 - Present
Morgan Stanley November 2009 - Present
Merrill Lynch September 2006 - January 2010
JP Morgan September 2002 - September 2006
Education
Dobbs Ferry High School 1995 — 1999
University at Albany, SUNY 1995 — 1999
Elizabeth Henao's J.P. Morgan Experience 2010 - Present
Job Associate at JP Morgan
Industry Financial Services
Ana Kenny's J.P. Morgan Experience January 1984 - August 1993
Job Senior Executive Assistant at JP Morgan Chase
Industry Executive Office
Experience
JP Morgan Chase Senior Executive AssistantJP Morgan ChaseMay 2013 - Present
JPMorgan Chase December 2009 - April 2013
Community Capital Management April 2008 - March 2009
Main Deck Imports August 2002 - March 2008
Casablanca USA, Inc. May 2003 - June 2005
Reinter BC May 1995 - October 2000
JP Morgan January 1984 - August 1993
Education
Universidad de Buenos Aires 1976 — 1981
Associate, Architecture
JP Morgan Chase Senior Executive AssistantJP Morgan ChaseMay 2013 - Present
JPMorgan Chase December 2009 - April 2013
Community Capital Management April 2008 - March 2009
Main Deck Imports August 2002 - March 2008
Casablanca USA, Inc. May 2003 - June 2005
Reinter BC May 1995 - October 2000
JP Morgan January 1984 - August 1993
Education
Universidad de Buenos Aires 1976 — 1981
Associate, Architecture
Debra Gruen's J.P. Morgan Experience January 2010 - Present
Job Office Manager / Administrative Assistant at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2010 - Present
Team in Training January 2005 - July 2015
The Leukemia & Lymphoma Society October 2008 - January 2009
Sports Basement October 2007 - September 2008
British Consulate General March 2006 - September 2008
ADP September 2004 - March 2006
ADP February 2001 - September 2004
ADP/AG Consulting 2001 - 2004
Skills
Management, Leadership, Budgets, Analysis, Customer Service, Consulting, Program Management, Human Resources, Business Analysis, Recruiting, PeopleSoft, Training, Vendor Management, Microsoft Excel, Lotus Notes, Fundraising, Access, Strategic Planning
Education
University of Cincinnati 1995 — 2000
BBA
University of Cincinnati 1995 — 2000
Bachelor of Business Administration
JP Morgan January 2010 - Present
Team in Training January 2005 - July 2015
The Leukemia & Lymphoma Society October 2008 - January 2009
Sports Basement October 2007 - September 2008
British Consulate General March 2006 - September 2008
ADP September 2004 - March 2006
ADP February 2001 - September 2004
ADP/AG Consulting 2001 - 2004
Skills
Management, Leadership, Budgets, Analysis, Customer Service, Consulting, Program Management, Human Resources, Business Analysis, Recruiting, PeopleSoft, Training, Vendor Management, Microsoft Excel, Lotus Notes, Fundraising, Access, Strategic Planning
Education
University of Cincinnati 1995 — 2000
BBA
University of Cincinnati 1995 — 2000
Bachelor of Business Administration
Tara Loftus's J.P. Morgan Experience January 1998 - April 2000
Job COO, Americas Financial Crime & Americas Head of AntiCorruption at UBS AG
Industry Financial Services
Experience
UBS AG January 2012 - Present
UBS AG June 2010 - December 2011
UBS Financial Services, Inc. April 2000 - June 2010
JP Morgan January 1998 - April 2000
Merrill Lynch July 1993 - January 1998
Skills
AML, FINRA, Securities, KYC, Series 7, Investment Banking, Corporate Governance, Securities Regulation, Due Diligence, Risk Management, OFAC, Financial Services, Equities, Alternative Investments, Options
Education
University at Albany, SUNY 1990 — 1992
MA, English Education
University at Albany, SUNY 1986 — 1990
BA, English
UBS AG January 2012 - Present
UBS AG June 2010 - December 2011
UBS Financial Services, Inc. April 2000 - June 2010
JP Morgan January 1998 - April 2000
Merrill Lynch July 1993 - January 1998
Skills
AML, FINRA, Securities, KYC, Series 7, Investment Banking, Corporate Governance, Securities Regulation, Due Diligence, Risk Management, OFAC, Financial Services, Equities, Alternative Investments, Options
Education
University at Albany, SUNY 1990 — 1992
MA, English Education
University at Albany, SUNY 1986 — 1990
BA, English
Sean McConnell's J.P. Morgan Experience November 2009 - Present
Job Account Officer at JP Morgan
Industry Financial Services
Experience
JP Morgan November 2009 - Present
Prudential Fox and Roach Realtors July 2009 - November 2009
Lincoln Financial Distributors October 2006 - April 2009
Delaware Investments April 2004 - October 2006
Skills
Investments, Series 63, Financial Analysis, Insurance, Series 7
Education
University of Central Florida - College of Business Administration 2002 — 2003
Finance, Finance
JP Morgan November 2009 - Present
Prudential Fox and Roach Realtors July 2009 - November 2009
Lincoln Financial Distributors October 2006 - April 2009
Delaware Investments April 2004 - October 2006
Skills
Investments, Series 63, Financial Analysis, Insurance, Series 7
Education
University of Central Florida - College of Business Administration 2002 — 2003
Finance, Finance
Dan Forget's J.P. Morgan Experience January 2009 - December 2009
Job
Industry Oil & Energy
Experience
CIBC World Markets December 2014 - Present
FirstEnergy Capital Corp May 2011 - June 2014
FirstEnergy Capital Corp. January 2010 - September 2010
JP Morgan January 2009 - December 2009
Education
The University of Calgary
Bachelor of Commerce (B.Com.), Finance, General
Olds Jr./Sr. High School
CIBC World Markets December 2014 - Present
FirstEnergy Capital Corp May 2011 - June 2014
FirstEnergy Capital Corp. January 2010 - September 2010
JP Morgan January 2009 - December 2009
Education
The University of Calgary
Bachelor of Commerce (B.Com.), Finance, General
Olds Jr./Sr. High School
Richard Ham's J.P. Morgan Experience October 1993 - March 2008
Job Senior Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman April 2008 - Present
JP Morgan October 1993 - March 2008
JP Morgan 1988 - 1993
Binder Hamlyn 1984 - 1988
Skills
Budget, Business Strategy, Business Analysis, Business Process..., Financial Reporting, Financial Modeling, Financial Accounting, Strategic Financial..., Change Management, Program Management, Productivity, Regulatory Requirements, Regulatory Submissions, Investment Banking, Wealth Management, Global Custody, Investment Management
Education
University of Birmingham 1979 — 1982
BA, Geography
The Streetly School 1972 — 1979
Brown Brothers Harriman April 2008 - Present
JP Morgan October 1993 - March 2008
JP Morgan 1988 - 1993
Binder Hamlyn 1984 - 1988
Skills
Budget, Business Strategy, Business Analysis, Business Process..., Financial Reporting, Financial Modeling, Financial Accounting, Strategic Financial..., Change Management, Program Management, Productivity, Regulatory Requirements, Regulatory Submissions, Investment Banking, Wealth Management, Global Custody, Investment Management
Education
University of Birmingham 1979 — 1982
BA, Geography
The Streetly School 1972 — 1979
Jayme Laurash's J.P. Morgan Experience July 1998 - January 2001
Job Senior Manager, Risk Management at The Oakleaf Group
Industry Financial Services
Experience
RRMS Advisors, LLC April 2012 - October 2012
Ambac January 2010 - February 2012
Milestone Advisory Services February 2009 - May 2009
Tiny Little T-Shirt Co., LLC April 2007 - April 2007
Fitch Ratings June 2004 - March 2007
Chubb Financial Solutions January 2001 - March 2003
JP Morgan July 1998 - January 2001
CapMAC September 1996 - March 1998
Standard & Poor's August 1987 - August 1996
Skills
MBS, Securitization, Structured Finance, ABS, Risk Management, Mortgage, MBS Portfolio Risk..., MBS Loss Mitigation, Business Development, Negotiated Settlements, Mortgage Lending, Credit, Derivatives, Negotiation, Financial Services, Loans, Investment Banking, Bonds, Capital Markets
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1985 — 1986
MBA, Finance
University of Dayton 1977 — 1981
BS, Finance
RRMS Advisors, LLC April 2012 - October 2012
Ambac January 2010 - February 2012
Milestone Advisory Services February 2009 - May 2009
Tiny Little T-Shirt Co., LLC April 2007 - April 2007
Fitch Ratings June 2004 - March 2007
Chubb Financial Solutions January 2001 - March 2003
JP Morgan July 1998 - January 2001
CapMAC September 1996 - March 1998
Standard & Poor's August 1987 - August 1996
Skills
MBS, Securitization, Structured Finance, ABS, Risk Management, Mortgage, MBS Portfolio Risk..., MBS Loss Mitigation, Business Development, Negotiated Settlements, Mortgage Lending, Credit, Derivatives, Negotiation, Financial Services, Loans, Investment Banking, Bonds, Capital Markets
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1985 — 1986
MBA, Finance
University of Dayton 1977 — 1981
BS, Finance
Nick Doms's J.P. Morgan Experience 1990 - 1995
Job Owner, Global Property Portfolio, LLC
Industry Investment Management
Experience
Global Property Portfolio, LLC February 2008 - Present
SiRuDo realty, LLC February 2007 - Present
ND Consulting Group 1999 - 2007
Morgan Stanley Trust Company 1995 - 1998
JP Morgan 1990 - 1995
Financiere Atlas, Paris 1989 - 1990
NMB/ING 1986 - 1989
Skills
Asset Managment, Portfolio Management, Investments, Hedge Funds, Mergers & Acquisitions, Equities, Real Estate, Fixed Income, Securities, Capital Markets, Financial Markets, Investment Banking, Mutual Funds, Investment Advisory, Derivatives, Asset Management, Alternative Investments, Series 7, Series 63, Financial Services, Wealth Management, Risk Management, Banking, Trading Systems
Education
Utrecht University 1986 — 1987
MBA, Finance
University of Antwerp 1981 — 1985
Candidate, Medical
Global Property Portfolio, LLC February 2008 - Present
SiRuDo realty, LLC February 2007 - Present
ND Consulting Group 1999 - 2007
Morgan Stanley Trust Company 1995 - 1998
JP Morgan 1990 - 1995
Financiere Atlas, Paris 1989 - 1990
NMB/ING 1986 - 1989
Skills
Asset Managment, Portfolio Management, Investments, Hedge Funds, Mergers & Acquisitions, Equities, Real Estate, Fixed Income, Securities, Capital Markets, Financial Markets, Investment Banking, Mutual Funds, Investment Advisory, Derivatives, Asset Management, Alternative Investments, Series 7, Series 63, Financial Services, Wealth Management, Risk Management, Banking, Trading Systems
Education
Utrecht University 1986 — 1987
MBA, Finance
University of Antwerp 1981 — 1985
Candidate, Medical
Chris Morman's J.P. Morgan Experience October 2010 - December 2011
Job Senior Business Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Oak Hills High School January 2006 - Present
J.P. Morgan October 2010 - December 2011
J.P. Morgan December 2009 - October 2010
JP Morgan September 2005 - December 2009
Skills
Coaching, Data Analysis, Capacity Planning, Management, Microsoft Excel, Fund Accounting, Transfer Agency, Financial Analysis, Leadership, Mutual Funds, Finance, Investments, PowerPoint, Process Improvement
Education
University of Cincinnati 2001 — 2005
BBA, Finance
Fidelity Investments January 2012 - Present
Oak Hills High School January 2006 - Present
J.P. Morgan October 2010 - December 2011
J.P. Morgan December 2009 - October 2010
JP Morgan September 2005 - December 2009
Skills
Coaching, Data Analysis, Capacity Planning, Management, Microsoft Excel, Fund Accounting, Transfer Agency, Financial Analysis, Leadership, Mutual Funds, Finance, Investments, PowerPoint, Process Improvement
Education
University of Cincinnati 2001 — 2005
BBA, Finance
Iain Hollyhoke's J.P. Morgan Experience August 2009 - February 2011
Job Vice President Managed Product Group Private Bank at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase December 2012 - Present
JP Morgan Chase January 2011 - November 2012
JP Morgan August 2009 - February 2011
Skills
Structured Products, Fixed Income, Mutual Funds, Hedge Funds, Equity Derivatives, Client Relationship..., Problem Solving, Internal Communications, 529 Plans, UCITS, SMA
Education
University of Cape Town
JPMorgan Chase December 2012 - Present
JP Morgan Chase January 2011 - November 2012
JP Morgan August 2009 - February 2011
Skills
Structured Products, Fixed Income, Mutual Funds, Hedge Funds, Equity Derivatives, Client Relationship..., Problem Solving, Internal Communications, 529 Plans, UCITS, SMA
Education
University of Cape Town
Peter Foseid's J.P. Morgan Experience November 2008 - September 2011
Job Director at Visa
Industry Banking
Experience
Visa October 2011 - Present
JP Morgan November 2008 - September 2011
AIG April 2008 - October 2008
Bear Stearns November 2004 - April 2008
Sentinel Real Estate 2003 - 2004
Skills
Accounting, Fixed Income, Financial Modeling, Financial Analysis, Finance
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS, Finance and Accounting
Visa October 2011 - Present
JP Morgan November 2008 - September 2011
AIG April 2008 - October 2008
Bear Stearns November 2004 - April 2008
Sentinel Real Estate 2003 - 2004
Skills
Accounting, Fixed Income, Financial Modeling, Financial Analysis, Finance
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS, Finance and Accounting
Michael Jenco's J.P. Morgan Experience July 2008 - January 2010
Job Regional Vice President Northwest
Industry Financial Services
Experience
Non-traded REIT May 2015 - Present
Absolute Capital Management, LLC May 2011 - March 2015
Federated Investors January 2010 - May 2011
JP Morgan July 2008 - January 2010
Nordstrom October 2007 - July 2008
Skills
Series 7, Mutual Funds, Series 63, Asset Managment, Wealth Management, Financial Services, Sales, Finance, Business Development, Leadership, Customer Service, Project Management, Microsoft Excel, Management, PowerPoint, Investment Advisory, Alternative Investments, Investments, 401k, Securities, Salesforce.com, Retirement, Retirement Planning
Education
University of Colorado at Boulder 2001 — 2006
International Affairs, Political Science, Economics, International Business, Political Geography, Business Writing
University of Pittsburgh 1999 — 2000
Statistics
Non-traded REIT May 2015 - Present
Absolute Capital Management, LLC May 2011 - March 2015
Federated Investors January 2010 - May 2011
JP Morgan July 2008 - January 2010
Nordstrom October 2007 - July 2008
Skills
Series 7, Mutual Funds, Series 63, Asset Managment, Wealth Management, Financial Services, Sales, Finance, Business Development, Leadership, Customer Service, Project Management, Microsoft Excel, Management, PowerPoint, Investment Advisory, Alternative Investments, Investments, 401k, Securities, Salesforce.com, Retirement, Retirement Planning
Education
University of Colorado at Boulder 2001 — 2006
International Affairs, Political Science, Economics, International Business, Political Geography, Business Writing
University of Pittsburgh 1999 — 2000
Statistics
Nate Crowley's J.P. Morgan Experience July 2010 - August 2011
Job Deputy Public Defender at Colorado State Public Defender
Industry Law Practice
Experience
Colorado State Public Defender August 2014 - Present
San Diego County Public Defender's Office May 2012 - April 2014
JP Morgan July 2010 - August 2011
Skills
Legal Writing, Financial Modeling, Motions, Legal Research, Financial Analysis, Microsoft Excel, Finance, Criminal Law, Deep Tissue Massage
Education
University of San Diego School of Law 2011 — 2014
JD
University of California, Riverside 2008 — 2010
BS, Finance
Colorado State Public Defender August 2014 - Present
San Diego County Public Defender's Office May 2012 - April 2014
JP Morgan July 2010 - August 2011
Skills
Legal Writing, Financial Modeling, Motions, Legal Research, Financial Analysis, Microsoft Excel, Finance, Criminal Law, Deep Tissue Massage
Education
University of San Diego School of Law 2011 — 2014
JD
University of California, Riverside 2008 — 2010
BS, Finance
Aimee Marcus's J.P. Morgan Experience December 2001 - April 2005
Job Client Service Manager at Language Lizard LLC
Industry Financial Services
Experience
Language Lizard LLC July 2010 - Present
J.P. Morgan December 2001 - April 2005
JP Morgan March 2000 - December 2001
JP Morgan March 1997 - March 2000
NEUBERGER BERMAN, LLC October 1994 - March 1997
Skills
Asset Management, Client Service, Securities, Mutual Funds, Investments
Education
State University of New York at Buffalo 1990 — 1994
BS, Accounting
University at Buffalo 1990 — 1994
BS, Accounting
Language Lizard LLC July 2010 - Present
J.P. Morgan December 2001 - April 2005
JP Morgan March 2000 - December 2001
JP Morgan March 1997 - March 2000
NEUBERGER BERMAN, LLC October 1994 - March 1997
Skills
Asset Management, Client Service, Securities, Mutual Funds, Investments
Education
State University of New York at Buffalo 1990 — 1994
BS, Accounting
University at Buffalo 1990 — 1994
BS, Accounting
Andrew Threadgold's J.P. Morgan Experience 1971 - 2006
Job Managing Director at Royal Bank of Scotland
Industry Financial Services
Experience
Deutsche Bank September 2015 - Present
Royal Bank of Scotland April 2010 - September 2015
Fidelity Investments 2008 - 2010
UBS 2006 - 2008
Euroclear 2006 - 2008
JP Morgan 1971 - 2006
Skills
Risk Management, Equities, Investment Banking, Hedge Funds, Financial Risk, Structured Products, Management, Market Risk, Derivatives, Operational Risk, Credit, Capital Markets, Fixed Income, Financial Markets, Credit Derivatives, Equity Derivatives, Credit Risk, Structured Finance, Basel II, Interest Rate..., Portfolio Management, Bonds
Education
University of Cambridge 1968 — 1971
MA, Mathematics, 1st Class Honours
Deutsche Bank September 2015 - Present
Royal Bank of Scotland April 2010 - September 2015
Fidelity Investments 2008 - 2010
UBS 2006 - 2008
Euroclear 2006 - 2008
JP Morgan 1971 - 2006
Skills
Risk Management, Equities, Investment Banking, Hedge Funds, Financial Risk, Structured Products, Management, Market Risk, Derivatives, Operational Risk, Credit, Capital Markets, Fixed Income, Financial Markets, Credit Derivatives, Equity Derivatives, Credit Risk, Structured Finance, Basel II, Interest Rate..., Portfolio Management, Bonds
Education
University of Cambridge 1968 — 1971
MA, Mathematics, 1st Class Honours
Phil Toews's J.P. Morgan Experience January 2009 - November 2014
Job Director
Industry Banking
Experience
Kudos Inc. March 2015 - Present
C Group Energy Inc. February 2015 - Present
JP Morgan January 2009 - November 2014
Goldman Sachs July 1995 - December 2008
Skills
Capital Markets, Risk Management, Private Equity, Commodity, Swaps, Investment Banking, Derivatives, Trading Systems, Equities, Trading, Corporate Finance, Commodity Markets, Mergers & Acquisitions, Electronic Trading, FX Options, Options, Valuation, Fixed Income, Energy, Structured Products, Financial Modeling, Credit Derivatives, Financial Markets, Hedge Funds
Education
University of Alberta
B.Sc., Electrical Engineering
Kudos Inc. March 2015 - Present
C Group Energy Inc. February 2015 - Present
JP Morgan January 2009 - November 2014
Goldman Sachs July 1995 - December 2008
Skills
Capital Markets, Risk Management, Private Equity, Commodity, Swaps, Investment Banking, Derivatives, Trading Systems, Equities, Trading, Corporate Finance, Commodity Markets, Mergers & Acquisitions, Electronic Trading, FX Options, Options, Valuation, Fixed Income, Energy, Structured Products, Financial Modeling, Credit Derivatives, Financial Markets, Hedge Funds
Education
University of Alberta
B.Sc., Electrical Engineering
Samantha Kumaran's J.P. Morgan Experience 1992 - 1993
Job Risk Advisory and Software
Industry Utilities
Experience
Nexant 2009 - Present
Timetrics Risk 1996 - Present
Manitoba Hydro 2004 - 2008
Duke Energy 2003 - 2004
Niagara Mohawk Energy Marketing 1996 - 2002
Fuji Securities 1995 - 1997
Giro Credit 1995 - 1996
Nomura Securities 1993 - 1994
JP Morgan 1992 - 1993
Skills
Risk Management, Risk, Energy, Climate Change, Project Finance, Renewable Energy, Financial Risk, Derivatives, Investment Banking, Business Strategy, Project Management, Market Risk, Enterprise Risk..., Financial Markets, Operational Risk, Options, Energy Markets, Commodity Markets, Commodity, Natural Gas, Hedging
Education
University of Cambridge 1988 — 1991
Masters, Applied Math and Theoretical Physics
Cheadle Hulme School, UK
Nexant 2009 - Present
Timetrics Risk 1996 - Present
Manitoba Hydro 2004 - 2008
Duke Energy 2003 - 2004
Niagara Mohawk Energy Marketing 1996 - 2002
Fuji Securities 1995 - 1997
Giro Credit 1995 - 1996
Nomura Securities 1993 - 1994
JP Morgan 1992 - 1993
Skills
Risk Management, Risk, Energy, Climate Change, Project Finance, Renewable Energy, Financial Risk, Derivatives, Investment Banking, Business Strategy, Project Management, Market Risk, Enterprise Risk..., Financial Markets, Operational Risk, Options, Energy Markets, Commodity Markets, Commodity, Natural Gas, Hedging
Education
University of Cambridge 1988 — 1991
Masters, Applied Math and Theoretical Physics
Cheadle Hulme School, UK
Jason Peacock's J.P. Morgan Experience September 1999 - March 2002
Job Implementation Project Manager at Instructure, Inc.
Industry Computer Software
Experience
The Dannon Company November 2011 - March 2012
LECG 2002 - April 2011
JP Morgan September 1999 - March 2002
Skills
Project Management, Business Analysis, Process Improvement, Active Directory, Litigation Support, Software Documentation, Change Management, IT Strategy, Databases, SDLC, Data Analysis, Cloud Computing, Requirements Analysis, Network Security, Networking, Integration, Business Intelligence, Virtualization, Budgets, Vendor Management, System Administration, Business Strategy, Windows, Technical Support, Software Development, Security, Business Process, Document Management, Linux, Cross-functional Team..., Program Management, Technical Writing, Disaster Recovery, Analytics, SaaS, Management, Training, Business Objects
Education
University of California, Santa Cruz 1991 — 1993
B.A., European History
The Dannon Company November 2011 - March 2012
LECG 2002 - April 2011
JP Morgan September 1999 - March 2002
Skills
Project Management, Business Analysis, Process Improvement, Active Directory, Litigation Support, Software Documentation, Change Management, IT Strategy, Databases, SDLC, Data Analysis, Cloud Computing, Requirements Analysis, Network Security, Networking, Integration, Business Intelligence, Virtualization, Budgets, Vendor Management, System Administration, Business Strategy, Windows, Technical Support, Software Development, Security, Business Process, Document Management, Linux, Cross-functional Team..., Program Management, Technical Writing, Disaster Recovery, Analytics, SaaS, Management, Training, Business Objects
Education
University of California, Santa Cruz 1991 — 1993
B.A., European History
Kerry W. Burke, CFP®'s J.P. Morgan Experience July 2004 - December 2009
Job Firefighter at South Orange Fire Department
Industry Financial Services
Experience
South Orange Fire Department July 2013 - Present
HSBC Securities January 2010 - August 2013
JP Morgan July 2004 - December 2009
Skills
Series 63, Series 7, Series 65, Certified Financial..., Uniform Combined State..., Retirement Planning, Asset Allocation, Investment Strategies, Wealth Management, Mutual Funds, Retirement, FINRA, Series 24, Fixed Annuities, Strategic Financial..., Bonds
Education
State University of New York at Albany 1999 — 2013
Bachelor's degree
South Orange Fire Department July 2013 - Present
HSBC Securities January 2010 - August 2013
JP Morgan July 2004 - December 2009
Skills
Series 63, Series 7, Series 65, Certified Financial..., Uniform Combined State..., Retirement Planning, Asset Allocation, Investment Strategies, Wealth Management, Mutual Funds, Retirement, FINRA, Series 24, Fixed Annuities, Strategic Financial..., Bonds
Education
State University of New York at Albany 1999 — 2013
Bachelor's degree
Daniel Waihenya's J.P. Morgan Experience September 2010 - Present
Job Senior Equity Analyst JP Morgan
Industry Financial Services
Experience
JP Morgan September 2010 - Present
Education
University of Central Oklahoma
MBA, Finance
University of Nairobi
JP Morgan September 2010 - Present
Education
University of Central Oklahoma
MBA, Finance
University of Nairobi
Mark Doocey's J.P. Morgan Experience September 2003 - 2008
Job Director, Credit Trading at Lloyds Securities Inc
Industry Capital Markets
Experience
Lloyds Securities Inc July 2011 - Present
RBS Global Banking & Markets January 2010 - December 2010
JP Morgan September 2003 - 2008
JP Morgan September 1999 - 2003
Education
University of Bristol 1994 — 1998
MEng, Aerospace Engineering
Lloyds Securities Inc July 2011 - Present
RBS Global Banking & Markets January 2010 - December 2010
JP Morgan September 2003 - 2008
JP Morgan September 1999 - 2003
Education
University of Bristol 1994 — 1998
MEng, Aerospace Engineering
Kimberly O'Hoppe's J.P. Morgan Experience 2003 - 2005
Job
Industry
Oana Papazoglu's J.P. Morgan Experience September 2004 - Present
Job Vice President at JP Morgan
Industry Investment Banking
Experience
JP Morgan September 2004 - Present
Skills
Investment Banking, Interest Rate..., Hedge Funds, Financial Modeling, Derivatives
Education
NYU-Courant Institute of Mathematical Sciences 1999 — 2004
Doctor of Philosophy (PhD), Mathematics
University of Bucharest 1995 — 1999
Bachelor's degree, Mathematics
JP Morgan September 2004 - Present
Skills
Investment Banking, Interest Rate..., Hedge Funds, Financial Modeling, Derivatives
Education
NYU-Courant Institute of Mathematical Sciences 1999 — 2004
Doctor of Philosophy (PhD), Mathematics
University of Bucharest 1995 — 1999
Bachelor's degree, Mathematics
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.