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
Jen Zerhusen Jen Zerhusen's J.P. Morgan Experience January 2010 - November 2013
Job Senior Associate at Publicis LifeBrands Evolvr
Industry Marketing and Advertising
Experience
Digitas Health December 2013 - Present
JP Morgan January 2010 - November 2013
Merrill Lynch June 2009 - August 2009
Skills
Asset Management, Financial Services, Fixed Income, Forecasting, Middle Office, Trade Operations, High Yield, Distressed Debt, Budget Forecasts, Financial Controlling, International, International Business..., Prospecting Skills, Business Strategy, Offshore Outsourcing, International Operations
Education
University of Delaware 2006 — 2010
Bachelor of Science, Finance/Economics
Digitas Health December 2013 - Present
JP Morgan January 2010 - November 2013
Merrill Lynch June 2009 - August 2009
Skills
Asset Management, Financial Services, Fixed Income, Forecasting, Middle Office, Trade Operations, High Yield, Distressed Debt, Budget Forecasts, Financial Controlling, International, International Business..., Prospecting Skills, Business Strategy, Offshore Outsourcing, International Operations
Education
University of Delaware 2006 — 2010
Bachelor of Science, Finance/Economics
Joseph Astrauskas Joseph Astrauskas's J.P. Morgan Experience April 2011 - September 2011
Job Data Scientist at Sophos
Industry Computer Software
Experience
Sophos March 2015 - Present
University of Florida May 2012 - December 2014
University of Florida January 2014 - April 2014
Partender June 2012 - August 2013
JP Morgan April 2011 - September 2011
Skills
Java, Python, C, C++, Matlab, Machine Learning, Apache Spark, Hadoop, Data Science, Scala
Education
University of Florida 2013 — 2014
Master of Science (MS), Computer Science
University of Florida 2012 — 2012
post-bacc, Computer Science
The University of Chicago 2007 — 2011
A.B., Political Science
St. George's School 2003 — 2007
Sophos March 2015 - Present
University of Florida May 2012 - December 2014
University of Florida January 2014 - April 2014
Partender June 2012 - August 2013
JP Morgan April 2011 - September 2011
Skills
Java, Python, C, C++, Matlab, Machine Learning, Apache Spark, Hadoop, Data Science, Scala
Education
University of Florida 2013 — 2014
Master of Science (MS), Computer Science
University of Florida 2012 — 2012
post-bacc, Computer Science
The University of Chicago 2007 — 2011
A.B., Political Science
St. George's School 2003 — 2007
Indra Josephs Indra Josephs's J.P. Morgan Experience January 2015 - Present
Job Banker, Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2015 - Present
JP Morgan September 2010 - Present
JPMorgan January 2007 - September 2010
Skills
Investments, Credit, Financial Advisory, Wealth Management, Finance, Series 7, Asset Managment, High Net Worth..., Estate Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2006
Bachelor, Finance & Organizatioanal Administration
J.P. Morgan January 2015 - Present
JP Morgan September 2010 - Present
JPMorgan January 2007 - September 2010
Skills
Investments, Credit, Financial Advisory, Wealth Management, Finance, Series 7, Asset Managment, High Net Worth..., Estate Planning
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2006
Bachelor, Finance & Organizatioanal Administration
Kristin LaBrie Kristin LaBrie's J.P. Morgan Experience March 2011 - June 2014
Job Finance Manager at The Home Depot
Industry Retail
Experience
The Home Depot September 2014 - Present
J.P. Morgan March 2011 - June 2014
JP Morgan April 2009 - February 2011
JP Morgan July 2007 - March 2009
Skills
Project Management, Business Analysis, Accounting, Strategic Thinking, Problem Solving, Communication Skills, Fixed Income, Credit Risk, Loans, Training, Management, Financial Risk, Finance, Credit Analysis, Credit, Corporate Finance, Analysis
Education
University of Delaware 2003 — 2007
Bachelor of Science (BS)
The Home Depot September 2014 - Present
J.P. Morgan March 2011 - June 2014
JP Morgan April 2009 - February 2011
JP Morgan July 2007 - March 2009
Skills
Project Management, Business Analysis, Accounting, Strategic Thinking, Problem Solving, Communication Skills, Fixed Income, Credit Risk, Loans, Training, Management, Financial Risk, Finance, Credit Analysis, Credit, Corporate Finance, Analysis
Education
University of Delaware 2003 — 2007
Bachelor of Science (BS)
Jaime Beltran Jaime Beltran's J.P. Morgan Experience January 2009 - June 2010
Job Manager U.S. Finance and Strategy at Walmart
Industry Retail
Experience
Walmart December 2012 - October 2014
Walmart September 2010 - November 2012
JP Morgan January 2009 - June 2010
Dillards June 2008 - August 2008
Skills
Financial Analysis, Team Leadership, Project Management, Strategic Planning, Financial Modeling, Personal Development, Accounting, Cross-functional Team..., Risk Management, Budgets, Forecasting, PowerPoint, Microsoft Excel
Education
University of Florida 2004 — 2008
Bachelors of Science, Finance, French
Walmart December 2012 - October 2014
Walmart September 2010 - November 2012
JP Morgan January 2009 - June 2010
Dillards June 2008 - August 2008
Skills
Financial Analysis, Team Leadership, Project Management, Strategic Planning, Financial Modeling, Personal Development, Accounting, Cross-functional Team..., Risk Management, Budgets, Forecasting, PowerPoint, Microsoft Excel
Education
University of Florida 2004 — 2008
Bachelors of Science, Finance, French
Justin Kroll Justin Kroll's J.P. Morgan Experience September 2002 - January 2006
Job DirectorIntermediary Sales at WHV Investment Management, Inc.
Industry Financial Services
Experience
WHV Investment Management, Inc. September 2013 - Present
Steelpath Advisors September 2011 - September 2013
Lincoln Financial Distributors January 2008 - September 2011
Janus Capital Group January 2006 - January 2008
JP Morgan September 2002 - January 2006
Education
University of Denver - Daniels College of Business 2004 — 2006
MBA
University of Nebraska-Lincoln 1997 — 2001
BS
WHV Investment Management, Inc. September 2013 - Present
Steelpath Advisors September 2011 - September 2013
Lincoln Financial Distributors January 2008 - September 2011
Janus Capital Group January 2006 - January 2008
JP Morgan September 2002 - January 2006
Education
University of Denver - Daniels College of Business 2004 — 2006
MBA
University of Nebraska-Lincoln 1997 — 2001
BS
Steven Weyland, CFA's J.P. Morgan Experience February 2007 - February 2008
Job Vice President/ Director, Southern Region Institution Division at RNC Genter Capital Management
Industry Investment Management
Experience
RNC Genter Capital Management October 2012 - Present
Laffer Associates February 2011 - July 2012
Kayne Anderson Rudnick February 2008 - February 2011
JP Morgan February 2007 - February 2008
Placemark Investments February 2006 - February 2007
Hilliard Lyons February 2004 - February 2006
BlackRock 2003 - 2003
Allianz Global Investors 1996 - 2002
Nicholas Applegate 1996 - 2001
PaineWebber 1991 - 1994
Skills
Investment Management..., High Net Worth..., Wealth Management, Separately Managed..., Investment Advisory, Training & Development, Strategy, Asset Management, Asset Allocation, Alternative Investments, Asset Managment, Financial Advisory, Investments, RIAs, Mutual Funds, institutional sales
Education
University of Kentucky 1982 — 1987
BBA, Marketing, Finance
Saint Xavier high school 1978 — 1982
RNC Genter Capital Management October 2012 - Present
Laffer Associates February 2011 - July 2012
Kayne Anderson Rudnick February 2008 - February 2011
JP Morgan February 2007 - February 2008
Placemark Investments February 2006 - February 2007
Hilliard Lyons February 2004 - February 2006
BlackRock 2003 - 2003
Allianz Global Investors 1996 - 2002
Nicholas Applegate 1996 - 2001
PaineWebber 1991 - 1994
Skills
Investment Management..., High Net Worth..., Wealth Management, Separately Managed..., Investment Advisory, Training & Development, Strategy, Asset Management, Asset Allocation, Alternative Investments, Asset Managment, Financial Advisory, Investments, RIAs, Mutual Funds, institutional sales
Education
University of Kentucky 1982 — 1987
BBA, Marketing, Finance
Saint Xavier high school 1978 — 1982
Lee Herzog, CFA Lee Herzog, CFA's J.P. Morgan Experience 2011 - 2012
Job Investment Professional at Single Family Office
Industry Investment Management
Experience
Brooklyn NY Holdings, LLC 2013 - Present
Bloomberg LP 2012 - 2013
JP Morgan 2011 - 2012
JP Morgan 2009 - 2011
JP Morgan 2008 - 2009
JP Morgan January 2007 - June 2008
Wilmington Trust June 2006 - August 2006
Skills
Portfolio Management, Private Equity, Fixed Income, Portfolio Optimization, Asset Allocation, Financial Modeling, Equities, Hedge Funds, Alternative Investments, Bloomberg Terminal, Asset Management, Economics, Wealth Management, Fund Of Funds, Investments, Mutual Funds, Capital Markets, Bonds, Financial Markets, Financial Analysis, Credit Risk, Credit, Financial Planning, Banking, Fixed Income Trading, Bloomberg, Manager Selection, Project Management, Valuation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2008
B.S. Honors, Economics and Finance, Cum Laude, Dean’s List all semesters
University of Richmond - Robins School of Business 2004 — 2004
Wilmington Friends School 2000 — 2004
High school diploma
Brooklyn NY Holdings, LLC 2013 - Present
Bloomberg LP 2012 - 2013
JP Morgan 2011 - 2012
JP Morgan 2009 - 2011
JP Morgan 2008 - 2009
JP Morgan January 2007 - June 2008
Wilmington Trust June 2006 - August 2006
Skills
Portfolio Management, Private Equity, Fixed Income, Portfolio Optimization, Asset Allocation, Financial Modeling, Equities, Hedge Funds, Alternative Investments, Bloomberg Terminal, Asset Management, Economics, Wealth Management, Fund Of Funds, Investments, Mutual Funds, Capital Markets, Bonds, Financial Markets, Financial Analysis, Credit Risk, Credit, Financial Planning, Banking, Fixed Income Trading, Bloomberg, Manager Selection, Project Management, Valuation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2008
B.S. Honors, Economics and Finance, Cum Laude, Dean’s List all semesters
University of Richmond - Robins School of Business 2004 — 2004
Wilmington Friends School 2000 — 2004
High school diploma
Kurt Timur, MBA Kurt Timur, MBA's J.P. Morgan Experience February 2006 - Present
Job PRIVATE BANKER AVP at JP Morgan Chase N.A.
Industry Financial Services
Raymond Hamelin Raymond Hamelin's J.P. Morgan Experience October 2012 - July 2015
Job Cash Management Coordinator at University of Delaware
Industry Financial Services
Experience
University of Delaware August 2015 - Present
JP Morgan October 2012 - July 2015
M&T Bank January 2011 - July 2012
Wilmington Trust January 2009 - 2011
Wilmington Trust 2004 - 2008
Wilmington Trust 2000 - 2004
Wilmington Trust 1995 - 1999
Wilmington Trust 1990 - 1995
Skills
Data Analysis, Accounting, Business Analysis, Process Improvement, Finance, Cross-functional Team..., Bloomberg, Global Plus, Access, Microsoft Office, Management, Software Documentation, Data Mapping, Technical Liaison, Financial Accounting, Query Writing, Problem Solving, Investment Accounting, Attention To Detail, Communication, Cash Management
Education
University of Delaware 1985 — 1990
BS, Accounting
University of Delaware August 2015 - Present
JP Morgan October 2012 - July 2015
M&T Bank January 2011 - July 2012
Wilmington Trust January 2009 - 2011
Wilmington Trust 2004 - 2008
Wilmington Trust 2000 - 2004
Wilmington Trust 1995 - 1999
Wilmington Trust 1990 - 1995
Skills
Data Analysis, Accounting, Business Analysis, Process Improvement, Finance, Cross-functional Team..., Bloomberg, Global Plus, Access, Microsoft Office, Management, Software Documentation, Data Mapping, Technical Liaison, Financial Accounting, Query Writing, Problem Solving, Investment Accounting, Attention To Detail, Communication, Cash Management
Education
University of Delaware 1985 — 1990
BS, Accounting
Bob Serhus Bob Serhus's J.P. Morgan Experience 1989 - 1995
Job Chief Investment Officer at Cantor Fitzgerald Wealth Partners
Industry Investment Management
Experience
Cantor Fitzgerald Wealth Partners April 2014 - Present
Serhus Capital Management February 2012 - March 2014
Attalus Capital 2006 - 2011
Julius Baer Investment Management 2001 - 2005
Alpha Investment Management 1998 - 2001
JP Morgan 1989 - 1995
Skills
Portfolio Management, Hedge Funds, Investments, Alternative Investments, Risk Management, Fund Of Funds, Trading, Fixed Income, Equities, Asset Allocation, Asset Management, Investment Strategies, Bloomberg, Derivatives, Investment Management, Institutional..., Structured Products, Equity Derivatives, Equity Research, ETFs, CRM, Management, Private Equity, Emerging Markets, Securities, Leadership, Bonds, Global Macro, Investment Banking, Financial Markets, High Yield, Options, Mutual Funds, Capital Markets, Wealth Management
Education
University of Florida - Warrington College Of Business 1985 — 1987
MBA, Finance
University of Florida 1981 — 1985
Bachelor of Science (BS), Management
Cantor Fitzgerald Wealth Partners April 2014 - Present
Serhus Capital Management February 2012 - March 2014
Attalus Capital 2006 - 2011
Julius Baer Investment Management 2001 - 2005
Alpha Investment Management 1998 - 2001
JP Morgan 1989 - 1995
Skills
Portfolio Management, Hedge Funds, Investments, Alternative Investments, Risk Management, Fund Of Funds, Trading, Fixed Income, Equities, Asset Allocation, Asset Management, Investment Strategies, Bloomberg, Derivatives, Investment Management, Institutional..., Structured Products, Equity Derivatives, Equity Research, ETFs, CRM, Management, Private Equity, Emerging Markets, Securities, Leadership, Bonds, Global Macro, Investment Banking, Financial Markets, High Yield, Options, Mutual Funds, Capital Markets, Wealth Management
Education
University of Florida - Warrington College Of Business 1985 — 1987
MBA, Finance
University of Florida 1981 — 1985
Bachelor of Science (BS), Management
Al Briggs Al Briggs's J.P. Morgan Experience January 1980 - May 1983
Job Sr. Director Business Systems
Industry Information Technology and Services
Experience
Cox Communications April 2004 - November 2014
CipherTrust July 2003 - April 2004
NetVendor September 2000 - February 2003
Sun Microsystems September 1999 - September 2000
Ernst & Young Consulting August 1998 - September 1999
The Pinnacle Group August 1994 - August 1998
BellSouth May 1988 - July 1994
Management Science America May 1985 - May 1988
First Atlanta National Bank May 1983 - May 1985
JP Morgan January 1980 - May 1983
Skills
Vendor Management, Enterprise Software, Management, Professional Services, Telecommunications, Solution Selling, Cloud Computing, Business Intelligence, SDLC, SaaS, Process Improvement, Business Process, Outsourcing, Change Management, Strategy
Education
University of Hartford 1973 — 1977
Bachelor of Science (B.S.), Accounting
Cox Communications April 2004 - November 2014
CipherTrust July 2003 - April 2004
NetVendor September 2000 - February 2003
Sun Microsystems September 1999 - September 2000
Ernst & Young Consulting August 1998 - September 1999
The Pinnacle Group August 1994 - August 1998
BellSouth May 1988 - July 1994
Management Science America May 1985 - May 1988
First Atlanta National Bank May 1983 - May 1985
JP Morgan January 1980 - May 1983
Skills
Vendor Management, Enterprise Software, Management, Professional Services, Telecommunications, Solution Selling, Cloud Computing, Business Intelligence, SDLC, SaaS, Process Improvement, Business Process, Outsourcing, Change Management, Strategy
Education
University of Hartford 1973 — 1977
Bachelor of Science (B.S.), Accounting
Alex Vavra Alex Vavra's J.P. Morgan Experience 1996 - 2003
Job Software Engineer at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP May 2014 - Present
Imagine Software August 2012 - November 2013
Barclays Capital August 2010 - November 2011
JP Morgan & Co. August 2007 - February 2011
Bear Stearns 2007 - March 2008
Morgan Stanley/Prime Brokerage 2005 - 2007
Credit Suisse 2004 - 2005
JP Morgan 1996 - 2003
Nortel 1994 - 1995
Skills
Risk Management, Prime Brokerage, Trading Systems, Portfolio Management, Financial Markets, Fixed Income, Hedge Funds, Agile Methodologies, Equities, Derivatives, Software Development, Management, Options, Valuation, Equity Derivatives, Investment Banking, Financial Services, Capital Markets, Leadership, Financial Analysis, Market Risk, Interest Rate..., SDLC, JavaScript, REST, Apache Spark, Java
Education
University of Iowa 1989 — 1991
M.S., Computer Science
University of Iowa 1985 — 1989
BA, Finance
Bloomberg LP May 2014 - Present
Imagine Software August 2012 - November 2013
Barclays Capital August 2010 - November 2011
JP Morgan & Co. August 2007 - February 2011
Bear Stearns 2007 - March 2008
Morgan Stanley/Prime Brokerage 2005 - 2007
Credit Suisse 2004 - 2005
JP Morgan 1996 - 2003
Nortel 1994 - 1995
Skills
Risk Management, Prime Brokerage, Trading Systems, Portfolio Management, Financial Markets, Fixed Income, Hedge Funds, Agile Methodologies, Equities, Derivatives, Software Development, Management, Options, Valuation, Equity Derivatives, Investment Banking, Financial Services, Capital Markets, Leadership, Financial Analysis, Market Risk, Interest Rate..., SDLC, JavaScript, REST, Apache Spark, Java
Education
University of Iowa 1989 — 1991
M.S., Computer Science
University of Iowa 1985 — 1989
BA, Finance
Ashin Antony Ashin Antony's J.P. Morgan Experience August 2008 - November 2008
Job Senior Architect at Mindtree Ltd.
Industry Information Technology and Services
Experience
Mindtree Ltd. January 2013 - Present
MindTree Ltd. May 2010 - December 2012
3i Infotech June 2008 - May 2010
J & B Private Limited 2006 - May 2010
JP Morgan August 2008 - November 2008
J&B Software June 2006 - May 2008
Opus Software June 2000 - June 2006
FTEN July 2003 - December 2005
Skills
C#, ASP.NET, WCF, Microsoft SQL Server, Web Services, XML, .NET, Agile Methodologies, SDLC, Requirements Analysis, SOA, Solution Architecture, JavaScript, WPF, Pre-sales, SQL, ADO.NET, Software Development, Architecture, Web Applications, Architectures
Education
University of Madras 2001 — 2003
M.Sc., Information Technology
Jawahar Science College, Neyveli 1997 — 2000
B.Sc, Computer Science
St. Paul's Matriculation Higher Secondary School, Neyveli 1983 — 1997
HSLC, Computer Science
Mindtree Ltd. January 2013 - Present
MindTree Ltd. May 2010 - December 2012
3i Infotech June 2008 - May 2010
J & B Private Limited 2006 - May 2010
JP Morgan August 2008 - November 2008
J&B Software June 2006 - May 2008
Opus Software June 2000 - June 2006
FTEN July 2003 - December 2005
Skills
C#, ASP.NET, WCF, Microsoft SQL Server, Web Services, XML, .NET, Agile Methodologies, SDLC, Requirements Analysis, SOA, Solution Architecture, JavaScript, WPF, Pre-sales, SQL, ADO.NET, Software Development, Architecture, Web Applications, Architectures
Education
University of Madras 2001 — 2003
M.Sc., Information Technology
Jawahar Science College, Neyveli 1997 — 2000
B.Sc, Computer Science
St. Paul's Matriculation Higher Secondary School, Neyveli 1983 — 1997
HSLC, Computer Science
Anna Lowary Anna Lowary's J.P. Morgan Experience September 1974 - September 2007
Job Retired at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase December 2007 - Present
JP Morgan September 1974 - September 2007
First National Bank of Chicago January 1984 - December 1997
Skills
Treasury Services, Banking, Portfolio Management, Middle Market, Treasury Management, Commercial Banking, Financial Services, Cash Management, Credit, Loans, Commercial Lending
Education
University of Georgia - Terry College of Business 1970 — 1973
JPMorgan Chase December 2007 - Present
JP Morgan September 1974 - September 2007
First National Bank of Chicago January 1984 - December 1997
Skills
Treasury Services, Banking, Portfolio Management, Middle Market, Treasury Management, Commercial Banking, Financial Services, Cash Management, Credit, Loans, Commercial Lending
Education
University of Georgia - Terry College of Business 1970 — 1973
Aaron Marshall Aaron Marshall's J.P. Morgan Experience 1993 - 1995
Job Corporate Counsel Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation October 2006 - Present
U.S. Department of Homeland Security, Immigration and Customs Enforcement October 2003 - October 2006
U.S. Department of Justice, Federal Bureau of Prisons August 1998 - October 2003
JP Morgan 1993 - 1995
Skills
Government Contracting, Contract Negotiation, Ethics, Compliance, Pro Bono, Government Procurement, Legal Compliance
Education
Widener University School of Law 1995 — 1998
Juris Doctor
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelors of Science, Business Administration
Northrop Grumman Corporation October 2006 - Present
U.S. Department of Homeland Security, Immigration and Customs Enforcement October 2003 - October 2006
U.S. Department of Justice, Federal Bureau of Prisons August 1998 - October 2003
JP Morgan 1993 - 1995
Skills
Government Contracting, Contract Negotiation, Ethics, Compliance, Pro Bono, Government Procurement, Legal Compliance
Education
Widener University School of Law 1995 — 1998
Juris Doctor
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelors of Science, Business Administration
Kim Cloud, GISP Kim Cloud, GISP's J.P. Morgan Experience 1994 - 1997
Job SW Engineer at State of Delaware
Industry Information Technology and Services
Experience
National States Geographic Information Council October 2011 - Present
State of Delaware, Department of Technology & Information 2004 - Present
State of Delaware, Department of Technology & Information 2005 - 2008
State of Delaware, Department of Technology & Information 2004 - 2005
Bank One 2002 - 2004
Bank One 1999 - 2002
First USA 1998 - 1999
HSBC Financial Institutions/Marine Midland Bank 1997 - 1998
JP Morgan 1994 - 1997
Skills
GIS, MS Project, Business Analysis, Visio, Requirements Analysis, Testing, Windows, SDLC, Microsoft Office, Programming, Documentation, GISP
Education
University of Delaware 2000 — 2007
MS, Geography
University of Delaware 1990 — 1994
BS, Mathematics conc. in Computer Science
St. Mark's High School 1986 — 1990
High School
National States Geographic Information Council October 2011 - Present
State of Delaware, Department of Technology & Information 2004 - Present
State of Delaware, Department of Technology & Information 2005 - 2008
State of Delaware, Department of Technology & Information 2004 - 2005
Bank One 2002 - 2004
Bank One 1999 - 2002
First USA 1998 - 1999
HSBC Financial Institutions/Marine Midland Bank 1997 - 1998
JP Morgan 1994 - 1997
Skills
GIS, MS Project, Business Analysis, Visio, Requirements Analysis, Testing, Windows, SDLC, Microsoft Office, Programming, Documentation, GISP
Education
University of Delaware 2000 — 2007
MS, Geography
University of Delaware 1990 — 1994
BS, Mathematics conc. in Computer Science
St. Mark's High School 1986 — 1990
High School
Clifford Marts's J.P. Morgan Experience 2004 - 2004
Job Driver Operations Manager at Sunland Distribution
Industry Transportation/Trucking/Railroad
Experience
Sunland Distribution May 2013 - Present
World Biz USA Corporation January 2012 - April 2013
Global-Tech HR Solutions April 2009 - December 2010
Edu-tainment Solutions, Inc. June 2008 - October 2010
Jeva Technologies, Inc. May 2006 - June 2008
American Liquor Alliance 2008 - 2008
Group Insurance Concepts November 2004 - April 2006
JP Morgan 2004 - 2004
Skills
Leadership, Sales, Microsoft Excel, Accounting, Quality Assurance, Logistics, Forecasting, Negotiation, Strategic Planning, Start-ups, New Business Development, P&L Management, Contract Negotiation
Education
University of Florida 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business/Accounting
Sunland Distribution May 2013 - Present
World Biz USA Corporation January 2012 - April 2013
Global-Tech HR Solutions April 2009 - December 2010
Edu-tainment Solutions, Inc. June 2008 - October 2010
Jeva Technologies, Inc. May 2006 - June 2008
American Liquor Alliance 2008 - 2008
Group Insurance Concepts November 2004 - April 2006
JP Morgan 2004 - 2004
Skills
Leadership, Sales, Microsoft Excel, Accounting, Quality Assurance, Logistics, Forecasting, Negotiation, Strategic Planning, Start-ups, New Business Development, P&L Management, Contract Negotiation
Education
University of Florida 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business/Accounting
Denise Beach Denise Beach's J.P. Morgan Experience June 2009 - August 2012
Job Financial Center Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank August 2012 - Present
JP Morgan June 2009 - August 2012
Citibank 2008 - 2009
Citibank 1999 - 2008
Citibank 1997 - 1999
Citibank 1994 - 1997
Citibank 1991 - 1994
Skills
Financial Services, Leadership, Management, Finance, Cross-functional Team..., Credit, Relationship Management, Banking, Loans, Start-ups, Commercial Banking, Commercial Lending, Sales, Executive Management, Training, Coaching, Consumer Lending, Small Business Lending, Mortgage Lending, Cash Management, Strategy, Sales Management, Loan Origination, Recruiting, Strategic Planning, Customer Retention, P&L Management, Cross Selling, Business Strategy, Private Banking, Business Development, Retail Banking, Sales Process, Financial Analysis, Credit Analysis
Education
University of Chicago - Booth School of Business
MBA, Managerial and Organizational Behavior, Statistical Analysis
University of Illinois at Chicago 1985 — 1988
BS, Marketing
Fifth Third Bank August 2012 - Present
JP Morgan June 2009 - August 2012
Citibank 2008 - 2009
Citibank 1999 - 2008
Citibank 1997 - 1999
Citibank 1994 - 1997
Citibank 1991 - 1994
Skills
Financial Services, Leadership, Management, Finance, Cross-functional Team..., Credit, Relationship Management, Banking, Loans, Start-ups, Commercial Banking, Commercial Lending, Sales, Executive Management, Training, Coaching, Consumer Lending, Small Business Lending, Mortgage Lending, Cash Management, Strategy, Sales Management, Loan Origination, Recruiting, Strategic Planning, Customer Retention, P&L Management, Cross Selling, Business Strategy, Private Banking, Business Development, Retail Banking, Sales Process, Financial Analysis, Credit Analysis
Education
University of Chicago - Booth School of Business
MBA, Managerial and Organizational Behavior, Statistical Analysis
University of Illinois at Chicago 1985 — 1988
BS, Marketing
Greg Simeone Greg Simeone's J.P. Morgan Experience October 2009 - June 2010
Job Account Executive at Chesapeake Insurance Advisors, Inc.
Industry Insurance
Experience
Chesapeake Insurance Advisors, Inc. January 2013 - Present
Delaware Employee Benefits Exchange January 2013 - Present
JPMorgan June 2010 - December 2012
JP Morgan October 2009 - June 2010
JPMorgan June 2004 - October 2009
PFPC December 2002 - June 2004
Skills
Employee Benefits, Health Insurance, Life Insurance, Microsoft Excel, Customer Service, Budgets, Credit, Derivatives, Portfolio Management, Project Management, Event Planning, Social Media, Account Reconciliation, Small Business, Finance, Risk Management, Financial Reporting, Organization, Communication, Balance Sheet Review, Forensic Accounting, Financial Analysis, Management
Education
University of Delaware 2004 — 2009
MBA, Business Administration
University of Delaware 1998 — 2002
BS, Accounting
Salesianum 1994 — 1998
Chesapeake Insurance Advisors, Inc. January 2013 - Present
Delaware Employee Benefits Exchange January 2013 - Present
JPMorgan June 2010 - December 2012
JP Morgan October 2009 - June 2010
JPMorgan June 2004 - October 2009
PFPC December 2002 - June 2004
Skills
Employee Benefits, Health Insurance, Life Insurance, Microsoft Excel, Customer Service, Budgets, Credit, Derivatives, Portfolio Management, Project Management, Event Planning, Social Media, Account Reconciliation, Small Business, Finance, Risk Management, Financial Reporting, Organization, Communication, Balance Sheet Review, Forensic Accounting, Financial Analysis, Management
Education
University of Delaware 2004 — 2009
MBA, Business Administration
University of Delaware 1998 — 2002
BS, Accounting
Salesianum 1994 — 1998
Christopher J. Davenport Christopher J. Davenport's J.P. Morgan Experience September 2014 - Present
Job Corporate & Investment Bank JP Morgan
Industry Banking
Experience
JP Morgan September 2014 - Present
JPMorgan Chase January 2011 - October 2014
JP Morgan Chase May 2007 - December 2010
Skills
Commercial Banking, Portfolio Management, Cash Management, Treasury, Banking, Microsoft Excel, Financial Analysis, Sales Management
Education
University of Houston 2005 — 2010
B.S., Economics
JP Morgan September 2014 - Present
JPMorgan Chase January 2011 - October 2014
JP Morgan Chase May 2007 - December 2010
Skills
Commercial Banking, Portfolio Management, Cash Management, Treasury, Banking, Microsoft Excel, Financial Analysis, Sales Management
Education
University of Houston 2005 — 2010
B.S., Economics
Paul A. D'Agrosa Paul A. D'Agrosa's J.P. Morgan Experience January 2012 - March 2012
Job Associate at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank November 2014 - Present
Silicon Valley Bank January 2013 - November 2014
JP Morgan January 2012 - March 2012
Wheelhouse Securities Corp. June 2011 - August 2011
Education
University of Denver 2008 — 2012
Christian Brothers College High School 2004 — 2008
Silicon Valley Bank November 2014 - Present
Silicon Valley Bank January 2013 - November 2014
JP Morgan January 2012 - March 2012
Wheelhouse Securities Corp. June 2011 - August 2011
Education
University of Denver 2008 — 2012
Christian Brothers College High School 2004 — 2008
Brendan Guy Brendan Guy's J.P. Morgan Experience 1994 - 1997
Job TechnologyManager with a deep repertoire.
Industry Information Technology and Services
Experience
[Private Consulting] 2011 - Present
Grey Advertising 1999 - 2010
Forbes Magazine 1998 - 1999
Bristol-Meyers Squibb 1997 - 1998
JP Morgan 1994 - 1997
Skills
how is this different..., iPhone, Leadership, Technical Support, Project Management, Multimedia, Troubleshooting, Mac, Mobile Applications, Team Building, Start-ups, Software Development, Smartphones, Cross-platform..., Mobile Communications, Mobile Devices, New Business Development, Droid, Mobile Marketing, iOS, Hardware, Operating Systems, Security, IT Operations, IT Management, Creative Direction, Project Planning, Strategy, Management, Networking, OS X
Education
University of Maine
[Private Consulting] 2011 - Present
Grey Advertising 1999 - 2010
Forbes Magazine 1998 - 1999
Bristol-Meyers Squibb 1997 - 1998
JP Morgan 1994 - 1997
Skills
how is this different..., iPhone, Leadership, Technical Support, Project Management, Multimedia, Troubleshooting, Mac, Mobile Applications, Team Building, Start-ups, Software Development, Smartphones, Cross-platform..., Mobile Communications, Mobile Devices, New Business Development, Droid, Mobile Marketing, iOS, Hardware, Operating Systems, Security, IT Operations, IT Management, Creative Direction, Project Planning, Strategy, Management, Networking, OS X
Education
University of Maine
Oscar Teran, CPA, MBA Oscar Teran, CPA, MBA's J.P. Morgan Experience April 2002 - September 2004
Job SVP, Regional Finance Mgr at Wells Fargo Wealth Mgmt Grp
Industry Financial Services
Experience
Wells Fargo October 2004 - Present
JP Morgan April 2002 - September 2004
JP Morgan October 2000 - March 2002
CNA March 1995 - September 2000
Bimbo Bakeries USA January 1994 - February 1995
Skills
Strategy, Investments, Wealth Management, Budget, Sales Management, Business Strategy, Treasury, Team Building, High Net Worth..., Strategic Thinking, Financial Modeling, Asset Managment, Valuation, Strategic Financial..., Financial Analysis, Banking, Cash Management, Financial Forecasting, Mergers, Analysis, Budgets, Asset Management, Mergers
Education
University of Notre Dame - Mendoza College of Business 2000 — 2002
MBA, Finance, Accounting, Strategy, Economics
University of Illinois at Chicago 1991 — 1995
Accounting, Finance, Marketing, International Business
Wells Fargo October 2004 - Present
JP Morgan April 2002 - September 2004
JP Morgan October 2000 - March 2002
CNA March 1995 - September 2000
Bimbo Bakeries USA January 1994 - February 1995
Skills
Strategy, Investments, Wealth Management, Budget, Sales Management, Business Strategy, Treasury, Team Building, High Net Worth..., Strategic Thinking, Financial Modeling, Asset Managment, Valuation, Strategic Financial..., Financial Analysis, Banking, Cash Management, Financial Forecasting, Mergers, Analysis, Budgets, Asset Management, Mergers
Education
University of Notre Dame - Mendoza College of Business 2000 — 2002
MBA, Finance, Accounting, Strategy, Economics
University of Illinois at Chicago 1991 — 1995
Accounting, Finance, Marketing, International Business
Diana Renforth's J.P. Morgan Experience August 1988 - May 2004
Job Financial Advisor BMO Harris Financial Advisors
Industry Financial Services
Experience
BMO Harris Financial Advisors April 2010 - Present
Innovative Financial Partners/Women's Financial Group October 2006 - April 2010
JP Morgan August 1988 - May 2004
Skills
Credit, Loans, Asset Managment, Small Business Lending, Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Financial Advisory, Wealth Management, Financial Analysis, Mortgage Lending, Series 7, Mutual Funds, Equities
Education
University of Indianapolis 1989 — 1992
BS, Organizational Leadership
BMO Harris Financial Advisors April 2010 - Present
Innovative Financial Partners/Women's Financial Group October 2006 - April 2010
JP Morgan August 1988 - May 2004
Skills
Credit, Loans, Asset Managment, Small Business Lending, Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Financial Advisory, Wealth Management, Financial Analysis, Mortgage Lending, Series 7, Mutual Funds, Equities
Education
University of Indianapolis 1989 — 1992
BS, Organizational Leadership
Lester E. Hendrix III's J.P. Morgan Experience July 1993 - November 1996
Job Officer at State Street
Industry Investment Banking
Experience
State Street April 2011 - Present
PNC Financial Services Group May 1999 - January 2010
PFPC Trust Company (PNC) February 1997 - May 1999
Citibank November 1996 - February 1997
JP Morgan July 1993 - November 1996
American Guantee & Trust Co. July 1992 - July 1993
Bank of Delaware (PNC) May 1990 - July 1992
Skills
Middle Office, Fixed Income, Equities, FX, Corporate Actions, Coaching, Transaction Management
Education
University of Delaware 1985 — 1990
BA
Cannon Financial Institute 2000 — 2000
Certificate
Salesianum 1981 — 1985
Diploma
State Street April 2011 - Present
PNC Financial Services Group May 1999 - January 2010
PFPC Trust Company (PNC) February 1997 - May 1999
Citibank November 1996 - February 1997
JP Morgan July 1993 - November 1996
American Guantee & Trust Co. July 1992 - July 1993
Bank of Delaware (PNC) May 1990 - July 1992
Skills
Middle Office, Fixed Income, Equities, FX, Corporate Actions, Coaching, Transaction Management
Education
University of Delaware 1985 — 1990
BA
Cannon Financial Institute 2000 — 2000
Certificate
Salesianum 1981 — 1985
Diploma
Erin Sullivan Erin Sullivan's J.P. Morgan Experience November 2009 - October 2010
Job Manager, External & Regulatory Reporting at HSBC
Industry Investment Banking
Experience
HSBC September 2014 - Present
JPMorgan Chase January 2013 - September 2014
JPMorgan Chase June 2012 - December 2012
JP Morgan Chase July 2010 - June 2012
JP Morgan November 2009 - October 2010
American Girl June 2009 - August 2009
University of Delaware, Summer Scholars Program June 2008 - August 2008
Aloysius Butler & Clark June 2007 - August 2007
Skills
International Project..., Capital Allocation, Requirements Analysis, Financial Control, Basel III, RWA, Business Analysis, Group Presentations, Business Objects, Project Finance, User Acceptance Testing, Project Coordination, Qualitative Research, Microsoft Excel, Basel II, Basel I, Capital, Balance Sheet, Communication, Leadership, Financial Audits, Forecasting, Financial Analysis, Essbase, Credit Risk, Bloomberg, Project Management, Written, Financial Accounting
Education
University of Delaware 2006 — 2010
Bachelor's of Science, Honors, Marketing, Management, 3.6
HSBC September 2014 - Present
JPMorgan Chase January 2013 - September 2014
JPMorgan Chase June 2012 - December 2012
JP Morgan Chase July 2010 - June 2012
JP Morgan November 2009 - October 2010
American Girl June 2009 - August 2009
University of Delaware, Summer Scholars Program June 2008 - August 2008
Aloysius Butler & Clark June 2007 - August 2007
Skills
International Project..., Capital Allocation, Requirements Analysis, Financial Control, Basel III, RWA, Business Analysis, Group Presentations, Business Objects, Project Finance, User Acceptance Testing, Project Coordination, Qualitative Research, Microsoft Excel, Basel II, Basel I, Capital, Balance Sheet, Communication, Leadership, Financial Audits, Forecasting, Financial Analysis, Essbase, Credit Risk, Bloomberg, Project Management, Written, Financial Accounting
Education
University of Delaware 2006 — 2010
Bachelor's of Science, Honors, Marketing, Management, 3.6
Michael Polen's J.P. Morgan Experience September 2002 - May 2005
Job SVP Operations at WellCare
Industry Insurance
Experience
WellCare September 2013 - Present
WellCare January 2010 - September 2013
WellCare May 2008 - January 2010
WellCare June 2007 - May 2008
Wellcare May 2005 - June 2007
JP Morgan September 2002 - May 2005
Skills
Strategic Planning, Business Strategy, Financial Management, Financial Planning, Financial Modeling, Corporate Finance, Operations Management, Sales Management, People Management, Board Presentations, Corporate Governance, New Business Development, Network Development, Contract Modeling, M&A due diligence, Project Coordination, Project Planning, Problem Solving, Due Diligence, Strategy, Leadership, Medicaid, Managerial Finance, Management, Contract Management, Mergers & Acquisitions, Medicare, Healthcare, Healthcare Consulting, Analysis, Healthcare Industry, Business Development, Health Policy, Managed Care, Executive Management, Finance, Business Planning, Insurance, Contract Negotiation, Business Analysis, Sales Operations, Strategic Financial..., Process Improvement, HMO, PPO, Provider Relations, Health Insurance
Education
University of South Florida 2002 — 2003
MBA, Finance
University of Florida - Warrington College Of Business 1998 — 2001
Bachelor of Science, Decision and Information Sciences
WellCare September 2013 - Present
WellCare January 2010 - September 2013
WellCare May 2008 - January 2010
WellCare June 2007 - May 2008
Wellcare May 2005 - June 2007
JP Morgan September 2002 - May 2005
Skills
Strategic Planning, Business Strategy, Financial Management, Financial Planning, Financial Modeling, Corporate Finance, Operations Management, Sales Management, People Management, Board Presentations, Corporate Governance, New Business Development, Network Development, Contract Modeling, M&A due diligence, Project Coordination, Project Planning, Problem Solving, Due Diligence, Strategy, Leadership, Medicaid, Managerial Finance, Management, Contract Management, Mergers & Acquisitions, Medicare, Healthcare, Healthcare Consulting, Analysis, Healthcare Industry, Business Development, Health Policy, Managed Care, Executive Management, Finance, Business Planning, Insurance, Contract Negotiation, Business Analysis, Sales Operations, Strategic Financial..., Process Improvement, HMO, PPO, Provider Relations, Health Insurance
Education
University of South Florida 2002 — 2003
MBA, Finance
University of Florida - Warrington College Of Business 1998 — 2001
Bachelor of Science, Decision and Information Sciences
Danny Vu Danny Vu's J.P. Morgan Experience 2007 - 2010
Job Danny Vu Realty Broker
Industry Real Estate
Experience
DannyVuRealty November 2005 - Present
Bear Stearns / J.P.Morgan March 2007 - July 2010
JP Morgan 2007 - 2010
BHP Billiton June 2003 - October 2006
CSC February 1998 - October 2006
Equiva Service LLC/Shell Product US February 2001 - June 2003
Star Enterprise/Equiva Services LLC February 1998 - February 2001
ABB Vetco Gray August 1997 - February 1998
MacGregor Medical Asso October 1992 - August 1997
Skills
XP, Network Administration
Education
University of Houston
BS, Accounting
DannyVuRealty November 2005 - Present
Bear Stearns / J.P.Morgan March 2007 - July 2010
JP Morgan 2007 - 2010
BHP Billiton June 2003 - October 2006
CSC February 1998 - October 2006
Equiva Service LLC/Shell Product US February 2001 - June 2003
Star Enterprise/Equiva Services LLC February 1998 - February 2001
ABB Vetco Gray August 1997 - February 1998
MacGregor Medical Asso October 1992 - August 1997
Skills
XP, Network Administration
Education
University of Houston
BS, Accounting
Curtis Miller's J.P. Morgan Experience 1996 - 2000
Job SVP Global Strategy and M&A at TransUnion
Industry Information Services
Experience
TransUnion August 2015 - Present
TransUnion January 2014 - August 2015
TransUnion February 2011 - December 2013
TransUnion November 2007 - February 2011
Bank of America April 2004 - October 2007
Capital One Financial Corp 2002 - 2003
JP Morgan 1996 - 2000
Skills
Acquisitions, Analysis, Business Analysis, Consulting, Credit Risk
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA, Business Administration and Management, General
University of Delaware - Lerner College of Business and Economics 1992 — 1996
BSBA, Finance, French
TransUnion August 2015 - Present
TransUnion January 2014 - August 2015
TransUnion February 2011 - December 2013
TransUnion November 2007 - February 2011
Bank of America April 2004 - October 2007
Capital One Financial Corp 2002 - 2003
JP Morgan 1996 - 2000
Skills
Acquisitions, Analysis, Business Analysis, Consulting, Credit Risk
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA, Business Administration and Management, General
University of Delaware - Lerner College of Business and Economics 1992 — 1996
BSBA, Finance, French
Craig Stabler Craig Stabler's J.P. Morgan Experience November 1998 - December 1999
Job Execution Oriented Professional Services Executive | MBA
Industry Information Technology and Services
Experience
Soliant Consulting January 2008 - Present
JPMorgan Chase January 2004 - March 2007
JPMorgan Chase May 2002 - December 2003
JPMorgan Chase January 2000 - April 2002
JP Morgan November 1998 - December 1999
JP Morgan June 1996 - October 1997
JP Morgan 1993 - 1996
Skills
SDLC, Business Analysis, Vendor Management, Integration, Software Development, Project Management, Salesforce.com, Software Project..., CRM, Process Improvement, Requirements Analysis, Leadership, User Experience, Agile Methodologies, Management, Quality Assurance, Testing, SaaS, Usability, Cloud Computing, Business Process..., Digital Photography, Professional Services, Program Management, Consulting, Business Development, Strategy
Education
University of Delaware
Master of Business Administration (M.B.A.), Finance
Wake Forest University
Bachelor's Degree, Business
Soliant Consulting January 2008 - Present
JPMorgan Chase January 2004 - March 2007
JPMorgan Chase May 2002 - December 2003
JPMorgan Chase January 2000 - April 2002
JP Morgan November 1998 - December 1999
JP Morgan June 1996 - October 1997
JP Morgan 1993 - 1996
Skills
SDLC, Business Analysis, Vendor Management, Integration, Software Development, Project Management, Salesforce.com, Software Project..., CRM, Process Improvement, Requirements Analysis, Leadership, User Experience, Agile Methodologies, Management, Quality Assurance, Testing, SaaS, Usability, Cloud Computing, Business Process..., Digital Photography, Professional Services, Program Management, Consulting, Business Development, Strategy
Education
University of Delaware
Master of Business Administration (M.B.A.), Finance
Wake Forest University
Bachelor's Degree, Business
Alireza Sepehriazar's J.P. Morgan Experience July 2007 - September 2012
Job Application Programmer Analyst at citi
Industry Financial Services
Experience
Capital One June 2015 - Present
Citi October 2012 - Present
JP Morgan July 2007 - September 2012
SBC Communications Ltd March 2000 - July 2004
Education
University of Delaware 2004 — 2007
Bachelor of Science (B.S.), Computer Science
Capital One June 2015 - Present
Citi October 2012 - Present
JP Morgan July 2007 - September 2012
SBC Communications Ltd March 2000 - July 2004
Education
University of Delaware 2004 — 2007
Bachelor of Science (B.S.), Computer Science
Jamie Ross's J.P. Morgan Experience August 2013 - February 2014
Job Event Manager at Dell
Industry Information Technology and Services
Ajay Chainani Ajay Chainani's J.P. Morgan Experience February 2010 - October 2010
Job iOS Mobile Developer in NYC
Industry Financial Services
Experience
Jello Labs HackstarTechStarsMarch 2012 - June 2012
Sonar Media, Inc. November 2010 - November 2011
JP Morgan February 2010 - October 2010
BlackRock September 2009 - February 2010
Credit Suisse July 2008 - August 2008
NYU Stern School of Business July 2007 - December 2007
Skills
iOS, Mobile Devices, Mobile Applications
Education
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science, Finance & Information Systems
University of Illinois at Urbana-Champaign 2005 — 2006
BS, Finance
Jello Labs HackstarTechStarsMarch 2012 - June 2012
Sonar Media, Inc. November 2010 - November 2011
JP Morgan February 2010 - October 2010
BlackRock September 2009 - February 2010
Credit Suisse July 2008 - August 2008
NYU Stern School of Business July 2007 - December 2007
Skills
iOS, Mobile Devices, Mobile Applications
Education
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science, Finance & Information Systems
University of Illinois at Urbana-Champaign 2005 — 2006
BS, Finance
Neemesh Chheda Neemesh Chheda's J.P. Morgan Experience September 2014 - Present
Job Associate at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan September 2014 - Present
Affordable Power June 2011 - March 2014
Tennis Express June 2008 - July 2010
Spring Branch Honda West June 2007 - April 2008
Skills
OS X, Access, Microsoft Office, Sales, Windows 7, Active Directory, SQL, Windows Server, Networking, Troubleshooting, Android, Windows, Marketing Strategy, Microsoft Excel, Facebook Marketing, Android Development, Microsoft SQL Server, IT Infrastructure..., Strategic Sourcing, Business Analysis, Data Analysis, Customer Service, Project Management, IT Project Lifecycle, Twitter, IT Project & Program..., IT Procurement, IT Asset Management, IT Management, Team Leadership, Leadership, TweetDeck, Mac OS X, Android SDK, iOS, Microsoft Powerpoint, Product Marketing, Product Development, Software Documentation, Marketing Communications, Social Media Marketing, Strategic Public..., Public Relations, Information Technology, Mobile Technology, TCP/IP protocols, DHCP, Switches, Cisco Technologies, Cisco VPN
Education
University of Houston 2007 — 2013
Bachelor of Arts (B.A.), Communications
Northland Christian School 2003 — 2007
High School Diploma
JP Morgan September 2014 - Present
Affordable Power June 2011 - March 2014
Tennis Express June 2008 - July 2010
Spring Branch Honda West June 2007 - April 2008
Skills
OS X, Access, Microsoft Office, Sales, Windows 7, Active Directory, SQL, Windows Server, Networking, Troubleshooting, Android, Windows, Marketing Strategy, Microsoft Excel, Facebook Marketing, Android Development, Microsoft SQL Server, IT Infrastructure..., Strategic Sourcing, Business Analysis, Data Analysis, Customer Service, Project Management, IT Project Lifecycle, Twitter, IT Project & Program..., IT Procurement, IT Asset Management, IT Management, Team Leadership, Leadership, TweetDeck, Mac OS X, Android SDK, iOS, Microsoft Powerpoint, Product Marketing, Product Development, Software Documentation, Marketing Communications, Social Media Marketing, Strategic Public..., Public Relations, Information Technology, Mobile Technology, TCP/IP protocols, DHCP, Switches, Cisco Technologies, Cisco VPN
Education
University of Houston 2007 — 2013
Bachelor of Arts (B.A.), Communications
Northland Christian School 2003 — 2007
High School Diploma
Tim O'Connell's J.P. Morgan Experience December 2009 - September 2010
Job Admissions Director at Brother Rice High School
Industry Computer Software
Experience
Brother Rice High School Chicago June 2010 - Present
JP Morgan December 2009 - September 2010
Echo Global Logistics May 2009 - December 2009
Study Island May 2008 - March 2009
Calamos Investments 2007 - 2008
Chicago Bears 2004 - 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Strategic Planning, Leadership, Microsoft Word, Event Planning, Budgets, Team Building, Account Management, Fundraising, Sales, Social Media, Teaching, New Business Development, Research, Sales Management, Nonprofits, Business Strategy, Presentations, Proposal Writing
Education
Saint Xavier University 2013 — 2015
Master of Business Administration (M.B.A.), Management
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Accountancy
Brother Rice High School 1999 — 2003
Brother Rice High School Chicago June 2010 - Present
JP Morgan December 2009 - September 2010
Echo Global Logistics May 2009 - December 2009
Study Island May 2008 - March 2009
Calamos Investments 2007 - 2008
Chicago Bears 2004 - 2008
Skills
Public Speaking, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Strategic Planning, Leadership, Microsoft Word, Event Planning, Budgets, Team Building, Account Management, Fundraising, Sales, Social Media, Teaching, New Business Development, Research, Sales Management, Nonprofits, Business Strategy, Presentations, Proposal Writing
Education
Saint Xavier University 2013 — 2015
Master of Business Administration (M.B.A.), Management
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Accountancy
Brother Rice High School 1999 — 2003
Melanie Beinlich's J.P. Morgan Experience January 2010 - March 2010
Job Partner at October Three Consulting
Industry Financial Services
Experience
October Three Consulting January 2013 - Present
October Three Consulting April 2010 - December 2012
JP Morgan January 2010 - March 2010
JP Morgan October 2006 - December 2009
CCA Strategies July 2004 - October 2006
Skills
Actuarial Science, Defined Benefit, Pensions, Retirement, Financial Modeling, Valuation, Employee Benefits, ERISA, Actuarial Consulting, Financial Risk, Pension Administration, Actuaries, Pension Funds
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Actuarial Science, summa cum laude
October Three Consulting January 2013 - Present
October Three Consulting April 2010 - December 2012
JP Morgan January 2010 - March 2010
JP Morgan October 2006 - December 2009
CCA Strategies July 2004 - October 2006
Skills
Actuarial Science, Defined Benefit, Pensions, Retirement, Financial Modeling, Valuation, Employee Benefits, ERISA, Actuarial Consulting, Financial Risk, Pension Administration, Actuaries, Pension Funds
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Actuarial Science, summa cum laude
Justin Rowley's J.P. Morgan Experience June 2006 - March 2010
Job Vice President at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase March 2012 - Present
Accenture September 2010 - March 2012
UBS Investment Bank March 2010 - September 2010
JP Morgan June 2006 - March 2010
Skills
Management Consulting, Equities, Investments, Analysis, Trading, Banking, Risk, Asset, Program Management, Mergers, Integration, Testing, Securities, Business Process, Customer Relations, Financial Reporting, Consultancy, Fixed Income, Requirements Analysis, Debt, Funding, Capital Markets, Business Strategy, Business Analysis, Deployment, Outsourcing, Financial Planning, Process Engineering, Financial Risk, Mergers, Private Equity, Strategic Financial...
Education
University of Delaware 2002 — 2006
Bachelor of Science, Finance and Economics
JPMorgan Chase March 2012 - Present
Accenture September 2010 - March 2012
UBS Investment Bank March 2010 - September 2010
JP Morgan June 2006 - March 2010
Skills
Management Consulting, Equities, Investments, Analysis, Trading, Banking, Risk, Asset, Program Management, Mergers, Integration, Testing, Securities, Business Process, Customer Relations, Financial Reporting, Consultancy, Fixed Income, Requirements Analysis, Debt, Funding, Capital Markets, Business Strategy, Business Analysis, Deployment, Outsourcing, Financial Planning, Process Engineering, Financial Risk, Mergers, Private Equity, Strategic Financial...
Education
University of Delaware 2002 — 2006
Bachelor of Science, Finance and Economics
R. Jeffrey Shoup R. Jeffrey Shoup's J.P. Morgan Experience March 2011 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2011 - Present
JP Morgan March 2011 - Present
Morgan Stanley Smith Barney 1993 - January 2011
Skills
Series 7, Investments, Portfolio Management, Strategic Financial..., Asset Management, Hedge Funds, Private Equity, Retirement, Financial Modeling, Capital Markets, Estate Planning, Corporate Finance, Financial Analysis, Valuation, Equities, Alternative Investments, Wealth Management, Fixed Income, Banking, Investment Management, Investment Banking, Series 63, Financial Structuring, Mergers & Acquisitions, Due Diligence, Derivatives, Loans, Mortgage Lending, Finance
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1992
MBA, Finance, Economics
J.P. Morgan March 2011 - Present
JP Morgan March 2011 - Present
Morgan Stanley Smith Barney 1993 - January 2011
Skills
Series 7, Investments, Portfolio Management, Strategic Financial..., Asset Management, Hedge Funds, Private Equity, Retirement, Financial Modeling, Capital Markets, Estate Planning, Corporate Finance, Financial Analysis, Valuation, Equities, Alternative Investments, Wealth Management, Fixed Income, Banking, Investment Management, Investment Banking, Series 63, Financial Structuring, Mergers & Acquisitions, Due Diligence, Derivatives, Loans, Mortgage Lending, Finance
Education
University of Iowa - Henry B. Tippie College of Business 1987 — 1992
MBA, Finance, Economics
Sofia Basraoui Sofia Basraoui's J.P. Morgan Experience August 2008 - February 2011
Job Financial Analyst at Oxy
Industry Banking
Experience
Oxy April 2013 - Present
Oxy April 2012 - Present
GEMSA Loan Services July 2010 - Present
JP Morgan August 2008 - February 2011
JP Morgan Chase November 2006 - August 2008
Wells Fargo Bank May 2005 - November 2006
Skills
Banking, Portfolio Management, Loans, Accounting, Cash Management, Budgets, Finance, Financial Analysis, Credit, Financial Modeling, Investments, Asset Managment
Education
University of St. Thomas (TX) 2007 — 2009
MBA, Finance
University of Houston 2002 — 2006
Bachelor's of Science
Oxy April 2013 - Present
Oxy April 2012 - Present
GEMSA Loan Services July 2010 - Present
JP Morgan August 2008 - February 2011
JP Morgan Chase November 2006 - August 2008
Wells Fargo Bank May 2005 - November 2006
Skills
Banking, Portfolio Management, Loans, Accounting, Cash Management, Budgets, Finance, Financial Analysis, Credit, Financial Modeling, Investments, Asset Managment
Education
University of St. Thomas (TX) 2007 — 2009
MBA, Finance
University of Houston 2002 — 2006
Bachelor's of Science
Shelly Mady's J.P. Morgan Experience August 2008 - January 2009
Job Manager, Fraud Investigation & Dispute Services Data Analytics at EY
Industry Financial Services
Experience
Ernst & Young January 2012 - Present
Deloitte July 2009 - January 2012
JP Morgan August 2008 - January 2009
JP Morgan June 2008 - August 2008
Exelon Power Team June 2007 - May 2008
Skills
SQL Server, Data Analysis, Financial Analysis, Microsoft SQL Server, Visio, Auditing, Project Management, Finance, Analytics, Fraud, Risk Management, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS-Honors, Finance, Economics
Blue Mountain 2001 — 2005
Ernst & Young January 2012 - Present
Deloitte July 2009 - January 2012
JP Morgan August 2008 - January 2009
JP Morgan June 2008 - August 2008
Exelon Power Team June 2007 - May 2008
Skills
SQL Server, Data Analysis, Financial Analysis, Microsoft SQL Server, Visio, Auditing, Project Management, Finance, Analytics, Fraud, Risk Management, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS-Honors, Finance, Economics
Blue Mountain 2001 — 2005
Michael Kwiatkowski, CFA's J.P. Morgan Experience September 2001 - March 2006
Job Manager, Financial Planning and Analysis
Industry Capital Markets
Experience
Navient October 2013 - Present
PHH Mortgage April 2013 - October 2013
The Wright Group July 2012 - April 2013
PALLADIAN REALTY CAPITAL LLC January 2012 - April 2013
Villanova University August 2011 - April 2013
BlackRock March 2007 - August 2011
JPMorgan Chase March 2006 - March 2007
JP Morgan September 2001 - March 2006
Skills
Financial Accounting, Financial Analysis, Variance Analysis, Regression Testing, Qualitative Research, Economics, Quantitative Analysis, Financial Modeling, Valuation, Argus Modeling, Trend Analysis, CoStar, Linear Regression, Logistic Regression, Capital Markets, Microsoft Word, Microsoft Excel, PowerPoint, Quantitative Analytics, Analysis, VBA, Finance, Asset Management, Derivatives
Education
Villanova University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Real Estate
University of Delaware 1995 — 2000
Bachelors, Criminal Justice
Salesianum 1993 — 1995
High School
Sanford 1981 — 1991
Navient October 2013 - Present
PHH Mortgage April 2013 - October 2013
The Wright Group July 2012 - April 2013
PALLADIAN REALTY CAPITAL LLC January 2012 - April 2013
Villanova University August 2011 - April 2013
BlackRock March 2007 - August 2011
JPMorgan Chase March 2006 - March 2007
JP Morgan September 2001 - March 2006
Skills
Financial Accounting, Financial Analysis, Variance Analysis, Regression Testing, Qualitative Research, Economics, Quantitative Analysis, Financial Modeling, Valuation, Argus Modeling, Trend Analysis, CoStar, Linear Regression, Logistic Regression, Capital Markets, Microsoft Word, Microsoft Excel, PowerPoint, Quantitative Analytics, Analysis, VBA, Finance, Asset Management, Derivatives
Education
Villanova University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, Real Estate
University of Delaware 1995 — 2000
Bachelors, Criminal Justice
Salesianum 1993 — 1995
High School
Sanford 1981 — 1991
Daniel Bevilacqua Jr. Daniel Bevilacqua Jr.'s J.P. Morgan Experience August 1998 - September 1999
Job
Industry Internet
Experience
Google May 2003 - July 2009
CNET Networks September 1999 - April 2003
mySimon 1999 - 2001
JP Morgan August 1998 - September 1999
Skills
Online Advertising, Digital Media, Social Media Marketing, Business Development, Mobile Advertising, Digital Marketing, Sales, Mobile Marketing, Digital Strategy, Market Research, Marketing Strategy, SEM, Google Adwords, PPC, Strategic Partnerships, Online Marketing, Marketing, Google Analytics
Education
University of Delaware 1994 — 1998
BS
Google May 2003 - July 2009
CNET Networks September 1999 - April 2003
mySimon 1999 - 2001
JP Morgan August 1998 - September 1999
Skills
Online Advertising, Digital Media, Social Media Marketing, Business Development, Mobile Advertising, Digital Marketing, Sales, Mobile Marketing, Digital Strategy, Market Research, Marketing Strategy, SEM, Google Adwords, PPC, Strategic Partnerships, Online Marketing, Marketing, Google Analytics
Education
University of Delaware 1994 — 1998
BS
Daniel Hennessy Daniel Hennessy's J.P. Morgan Experience March 2013 - Present
Job Vice President
Industry Financial Services
Experience
J.P. Morgan March 2013 - Present
JP Morgan 2009 - March 2013
JPMorgan Chase January 2005 - 2009
Skills
Electronic Trading, Derivatives, Fixed Income, Trading Systems, Bloomberg, Swaps, Securities, Rates, Investment Banking, Capital Markets, Market Data, Risk Management, Business Analysis, Sybase, Interest Rate..., Trading, Financial Markets, SDLC, Dodd-Frank, Market Access rule...
Education
University of Limerick
BSc, Computer Systems
J.P. Morgan March 2013 - Present
JP Morgan 2009 - March 2013
JPMorgan Chase January 2005 - 2009
Skills
Electronic Trading, Derivatives, Fixed Income, Trading Systems, Bloomberg, Swaps, Securities, Rates, Investment Banking, Capital Markets, Market Data, Risk Management, Business Analysis, Sybase, Interest Rate..., Trading, Financial Markets, SDLC, Dodd-Frank, Market Access rule...
Education
University of Limerick
BSc, Computer Systems
Sunil Subbakrishna's J.P. Morgan Experience 1994 - 1996
Job Technologist | Strategist | Problem Solver
Industry Management Consulting
Experience
Lockwood Associates November 2002 - Present
AIG Property and Casualty July 2013 - October 2014
Scarsdale Board of Education July 2011 - June 2014
Oliver Wyman 2007 - 2009
Mercer Management Consulting 2000 - 2002
A.T. Kearney 1998 - 2000
Ernst & Young Consulting January 1996 - September 1998
JP Morgan 1994 - 1996
UBS Investment Bank (formerly Swiss Bank Corporation / O'Connor Associates) 1988 - 1994
Arthur Andersen 1982 - 1988
Skills
Asset Management, Transaction Services, Business Alignment, Investment Banking, Capital Markets, Derivatives, IT Strategy, IT Management, IT Outsourcing, Financial Accounting, Analytics, Asset Managment, Financial Services, Restructuring, Transaction Processing, Strategic Planning, Portfolio Management, Equities, Strategy, Governance, Start-ups, Consulting, Acquisition Integration, Finance, Leadership, Banking, Business Strategy, Executive Management, Risk Management, E-commerce, Business Transformation, Mergers & Acquisitions, Management Consulting, Financial Modeling, Business Process..., Business Analysis, Due Diligence, Financial Risk, Outsourcing, Strategic Consulting, Business Planning, Vendor Management, Business Development, Emerging Markets, Competitive Analysis, Business Intelligence, Management, Program Management, Change Management, Analysis
Education
University of Chicago 1980 — 1982
M.B.A., Finance
University of Illinois at Chicago 1977 — 1979
B.S., Electrical Engineering and Computer Science
Washington University in St. Louis 1971 — 1976
A.B., Music
Lockwood Associates November 2002 - Present
AIG Property and Casualty July 2013 - October 2014
Scarsdale Board of Education July 2011 - June 2014
Oliver Wyman 2007 - 2009
Mercer Management Consulting 2000 - 2002
A.T. Kearney 1998 - 2000
Ernst & Young Consulting January 1996 - September 1998
JP Morgan 1994 - 1996
UBS Investment Bank (formerly Swiss Bank Corporation / O'Connor Associates) 1988 - 1994
Arthur Andersen 1982 - 1988
Skills
Asset Management, Transaction Services, Business Alignment, Investment Banking, Capital Markets, Derivatives, IT Strategy, IT Management, IT Outsourcing, Financial Accounting, Analytics, Asset Managment, Financial Services, Restructuring, Transaction Processing, Strategic Planning, Portfolio Management, Equities, Strategy, Governance, Start-ups, Consulting, Acquisition Integration, Finance, Leadership, Banking, Business Strategy, Executive Management, Risk Management, E-commerce, Business Transformation, Mergers & Acquisitions, Management Consulting, Financial Modeling, Business Process..., Business Analysis, Due Diligence, Financial Risk, Outsourcing, Strategic Consulting, Business Planning, Vendor Management, Business Development, Emerging Markets, Competitive Analysis, Business Intelligence, Management, Program Management, Change Management, Analysis
Education
University of Chicago 1980 — 1982
M.B.A., Finance
University of Illinois at Chicago 1977 — 1979
B.S., Electrical Engineering and Computer Science
Washington University in St. Louis 1971 — 1976
A.B., Music
Jim Backus's J.P. Morgan Experience March 2011 - Present
Job Sr. Associate at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan March 2011 - Present
US Dataworks May 2006 - March 2011
Worksuite LLC April 2003 - December 2005
Covasoft September 1999 - August 2002
Cap Gemini 1993 - 1998
Skills
Requirements Analysis, Integration, Business Analysis, SDLC, SQL, Software Project..., Consulting, ERP, Software Development, Business Intelligence
Education
University of Houston-Clear Lake 1999 — 2001
Bachelor's, Computer Science, Engineering
JP Morgan March 2011 - Present
US Dataworks May 2006 - March 2011
Worksuite LLC April 2003 - December 2005
Covasoft September 1999 - August 2002
Cap Gemini 1993 - 1998
Skills
Requirements Analysis, Integration, Business Analysis, SDLC, SQL, Software Project..., Consulting, ERP, Software Development, Business Intelligence
Education
University of Houston-Clear Lake 1999 — 2001
Bachelor's, Computer Science, Engineering
Corey Staats, CAMS's J.P. Morgan Experience September 2012 - March 2014
Job VP, Compliance Manager AML at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
J.P. Morgan September 2012 - March 2014
JP Morgan May 2007 - September 2012
JPMorgan Chase March 2004 - May 2007
Villanova 2004 - 2006
JPMorgan Chase August 2001 - March 2004
JPMorgan Chase October 1999 - August 2001
University of Delaware 1995 - 1999
Skills
Risk Management, Management, Process Improvement, Financial Services, Strategy, Change Management, Investment Banking, Financial Risk, Relationship Management, Strategic Planning, Securities, Banking, Project Management, Training, Management Consulting, Coaching, Wealth Management, Team Management, Financial Analysis
Education
Villanova University 2004 — 2006
EMBA
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Concord High School 1991 — 1995
JPMorgan Chase March 2014 - Present
J.P. Morgan September 2012 - March 2014
JP Morgan May 2007 - September 2012
JPMorgan Chase March 2004 - May 2007
Villanova 2004 - 2006
JPMorgan Chase August 2001 - March 2004
JPMorgan Chase October 1999 - August 2001
University of Delaware 1995 - 1999
Skills
Risk Management, Management, Process Improvement, Financial Services, Strategy, Change Management, Investment Banking, Financial Risk, Relationship Management, Strategic Planning, Securities, Banking, Project Management, Training, Management Consulting, Coaching, Wealth Management, Team Management, Financial Analysis
Education
Villanova University 2004 — 2006
EMBA
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Concord High School 1991 — 1995
Mohammad Abbasi's J.P. Morgan Experience March 2004 - September 2005
Job Systems Manager, MSGlobal Product Development
Industry Information Technology and Services
Experience
Credit Suisse May 2015 - Present
Experian CheetahMail July 2013 - May 2015
Credit Suisse August 2009 - June 2013
Credit Suisse August 2007 - August 2009
Barclay's Capital February 2006 - July 2007
JP Morgan March 2004 - September 2005
American Express 2002 - 2004
TAOS Mountain 2000 - 2001
TAOS 2000 - 2001
AT&T February 1999 - September 2000
Skills
Unix, Disaster Recovery, Oracle Grid, Team Leadership, Oracle RAC, Team Building, Team Management, Team Mentoring, VoIP, Oracle, Storage, Incident Management, Veritas Volume Manager, Security, High Availability, Netbackup, LDAP, Storage Area Networks, IT Management, IT Operations, Linux, Sybase, Apache, Virtualization, Solaris, Unix Shell Scripting, Performance Tuning, System Administration, Business Continuity, IT Service Management, Data Center, Cluster, Capacity Planning, Infrastructure, VMware, Vendor Management, ITIL, Veritas Cluster Server, IT Strategy, NetApp, Red Hat Linux, AIX, Enterprise Architecture, Sun, HP-UX, Data Migration, Shell Scripting, DNS, NAS, Perl
Education
University of Lucknow 1989 — 1993
Bachelor of Science (B.Sc.), Mathematics, Physics
St. John's School 1975 — 1988
Credit Suisse May 2015 - Present
Experian CheetahMail July 2013 - May 2015
Credit Suisse August 2009 - June 2013
Credit Suisse August 2007 - August 2009
Barclay's Capital February 2006 - July 2007
JP Morgan March 2004 - September 2005
American Express 2002 - 2004
TAOS Mountain 2000 - 2001
TAOS 2000 - 2001
AT&T February 1999 - September 2000
Skills
Unix, Disaster Recovery, Oracle Grid, Team Leadership, Oracle RAC, Team Building, Team Management, Team Mentoring, VoIP, Oracle, Storage, Incident Management, Veritas Volume Manager, Security, High Availability, Netbackup, LDAP, Storage Area Networks, IT Management, IT Operations, Linux, Sybase, Apache, Virtualization, Solaris, Unix Shell Scripting, Performance Tuning, System Administration, Business Continuity, IT Service Management, Data Center, Cluster, Capacity Planning, Infrastructure, VMware, Vendor Management, ITIL, Veritas Cluster Server, IT Strategy, NetApp, Red Hat Linux, AIX, Enterprise Architecture, Sun, HP-UX, Data Migration, Shell Scripting, DNS, NAS, Perl
Education
University of Lucknow 1989 — 1993
Bachelor of Science (B.Sc.), Mathematics, Physics
St. John's School 1975 — 1988
Amy Essick's J.P. Morgan Experience 2005 - 2009
Job Business Process Lead
Industry Banking
Experience
JPMorgan Chase July 2005 - Present
JPMorgan Chase & Co. July 2005 - Present
JP Morgan 2005 - 2009
MBNA America 1996 - 2005
Skills
Business Process, Business Analysis, Vendor Management, Credit Cards, Banking, Process Improvement, Risk Management, Business Process..., Financial Services, Relationship Management, Program Management, Project Management, Requirements Gathering, Requirements Analysis, Project Portfolio..., Visio
Education
University of Delaware 1994 — 1999
Bachelor's degree, Spanish Education
JPMorgan Chase July 2005 - Present
JPMorgan Chase & Co. July 2005 - Present
JP Morgan 2005 - 2009
MBNA America 1996 - 2005
Skills
Business Process, Business Analysis, Vendor Management, Credit Cards, Banking, Process Improvement, Risk Management, Business Process..., Financial Services, Relationship Management, Program Management, Project Management, Requirements Gathering, Requirements Analysis, Project Portfolio..., Visio
Education
University of Delaware 1994 — 1999
Bachelor's degree, Spanish Education
Luke Betterly's J.P. Morgan Experience 1995 - 2004
Job Vice President and Investment Advisor at Wilmington Trust Company
Industry Financial Services
Experience
Wilmington Trust Company August 2004 - Present
JPMorgan Chase May 1996 - August 2004
JP Morgan 1995 - 2004
Skills
Private Wealth..., Asset Allocation, Alternative Investments, Fixed Income, Investment Strategies
Education
University of Delaware 2000 — 2007
MBA, Finance
University of Delaware 1990 — 1995
Master of Business Administration (MBA)
Williamstown High School 1986 — 1990
Wilmington Trust Company August 2004 - Present
JPMorgan Chase May 1996 - August 2004
JP Morgan 1995 - 2004
Skills
Private Wealth..., Asset Allocation, Alternative Investments, Fixed Income, Investment Strategies
Education
University of Delaware 2000 — 2007
MBA, Finance
University of Delaware 1990 — 1995
Master of Business Administration (MBA)
Williamstown High School 1986 — 1990
Mark Strahs's J.P. Morgan Experience June 1999 - December 2002
Job Institutional Equity Sales at Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group May 2011 - Present
UBS Investment Bank 2003 - May 2011
JP Morgan June 1999 - December 2002
Skills
Equities
Education
University of Denver - Daniels College of Business 1989 — 1991
MBA, Finance
University of Denver 1985 — 1989
BSBA
Susquehanna International Group May 2011 - Present
UBS Investment Bank 2003 - May 2011
JP Morgan June 1999 - December 2002
Skills
Equities
Education
University of Denver - Daniels College of Business 1989 — 1991
MBA, Finance
University of Denver 1985 — 1989
BSBA
MaryClare Maxwellwork's J.P. Morgan Experience 2001 - 2008
Job
Industry Financial Services
Experience
JPMorgan Chase August 2012 - Present
JPMorgan Chase 2003 - August 2012
JP Morgan 2001 - 2008
GaiaTech 1999 - 2001
Education
University of Iowa 1991 — 1997
Bachelor's of Science, Geology/Earth Science, General
University of Iowa 1991 — 1997
Master's of Science, Geology/Geochemistry/Hydrogeology
JPMorgan Chase August 2012 - Present
JPMorgan Chase 2003 - August 2012
JP Morgan 2001 - 2008
GaiaTech 1999 - 2001
Education
University of Iowa 1991 — 1997
Bachelor's of Science, Geology/Earth Science, General
University of Iowa 1991 — 1997
Master's of Science, Geology/Geochemistry/Hydrogeology
Chong Luo's J.P. Morgan Experience 2010 - Present
Job Private Wealth | Investment Advisor at JP Morgan
Industry Financial Services
Experience
JP Morgan 2010 - Present
Smith Barney 2006 - 2010
The Southwestern Company 2002 - 2006
Skills
Series 7, Leadership, Investment Advisory, Asset Managment, Wealth Management, Investments, Asset Management, Asset Allocation, Alternative Investments, Investment Strategies, Finance, Securities, Retirement Planning
Education
University of Florida - Warrington College Of Business
Bachelor of Science (BS), Finance
JP Morgan 2010 - Present
Smith Barney 2006 - 2010
The Southwestern Company 2002 - 2006
Skills
Series 7, Leadership, Investment Advisory, Asset Managment, Wealth Management, Investments, Asset Management, Asset Allocation, Alternative Investments, Investment Strategies, Finance, Securities, Retirement Planning
Education
University of Florida - Warrington College Of Business
Bachelor of Science (BS), Finance
Kerri Schneider's J.P. Morgan Experience July 2008 - February 2013
Job Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2013 - Present
JP Morgan July 2008 - February 2013
US Trust/Bank of America October 2007 - July 2008
LaSalle Bank January 2000 - July 2008
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 1999
Bachelor's Degree, Finance, General
Chariton High School
Wells Fargo February 2013 - Present
JP Morgan July 2008 - February 2013
US Trust/Bank of America October 2007 - July 2008
LaSalle Bank January 2000 - July 2008
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 1999
Bachelor's Degree, Finance, General
Chariton High School
Aniello Maglione's J.P. Morgan Experience January 2000 - October 2001
Job Mortgage Portfolio Strategist
Industry Banking
Experience
ING Direct November 2001 - Present
JP Morgan January 2000 - October 2001
Skills
Customer Service, Customer Experience, Mortgage Lending, Retail Banking, Project Management, Business Analysis, Portfolio Management, Loans, Product Development, Management, Risk Management, Internet Banking, Banking, Marketing, Credit, Cross Selling
Education
University of Delaware - Lerner College of Business and Economics
BS, Marketing, Operations Management, & Management Information Systems
University of Delaware - Lerner College of Business and Economics
BS Operations Management, BS Marketing, Minor MIS, Operations Management and Marketing and MIS
ING Direct November 2001 - Present
JP Morgan January 2000 - October 2001
Skills
Customer Service, Customer Experience, Mortgage Lending, Retail Banking, Project Management, Business Analysis, Portfolio Management, Loans, Product Development, Management, Risk Management, Internet Banking, Banking, Marketing, Credit, Cross Selling
Education
University of Delaware - Lerner College of Business and Economics
BS, Marketing, Operations Management, & Management Information Systems
University of Delaware - Lerner College of Business and Economics
BS Operations Management, BS Marketing, Minor MIS, Operations Management and Marketing and MIS
Julie Keating's J.P. Morgan Experience February 1984 - September 1996
Job Senior Vice President at Citi
Industry Banking
Experience
Citigroup May 2008 - Present
Citi September 1996 - May 2008
JP Morgan February 1984 - September 1996
Skills
Offshoring, SDLC, Vendor Management, Banking, PMO, Business Analysis, Financial Services, User Acceptance Testing, IT Strategy, Business Requirements, Business Process..., Business Process..., Relationship Management, Business Process
Education
Delaware Technical Community College 1982 — 1984
Business Administration, Management and Operations
University of Delaware 1980 — 1984
Associate of Arts and Sciences (A.A.S.)
Wilmington University 1980 — 1984
Citigroup May 2008 - Present
Citi September 1996 - May 2008
JP Morgan February 1984 - September 1996
Skills
Offshoring, SDLC, Vendor Management, Banking, PMO, Business Analysis, Financial Services, User Acceptance Testing, IT Strategy, Business Requirements, Business Process..., Business Process..., Relationship Management, Business Process
Education
Delaware Technical Community College 1982 — 1984
Business Administration, Management and Operations
University of Delaware 1980 — 1984
Associate of Arts and Sciences (A.A.S.)
Wilmington University 1980 — 1984
Maria. Colbert's J.P. Morgan Experience April 2012 - Present
Job Vice President Securities Operations at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
JP Morgan May 2009 - April 2012
JP Morgan July 2008 - May 2009
JPMorgan Chase July 2003 - July 2008
First Union National Bank 1996 - 2000
Skills
Management, Investment Banking, Leadership, Securities Lending, Equities, Fixed Income, Derivatives, Securities, Capital Markets, Financial Modeling, Hedge Funds, Back Office
Education
Wilmington College 1998 — 2000
MBA, Business Administration and Management, General
University of Delaware 1993 — 1997
Bachelor of Science (B.S.), Biology, General
J.P. Morgan April 2012 - Present
JP Morgan May 2009 - April 2012
JP Morgan July 2008 - May 2009
JPMorgan Chase July 2003 - July 2008
First Union National Bank 1996 - 2000
Skills
Management, Investment Banking, Leadership, Securities Lending, Equities, Fixed Income, Derivatives, Securities, Capital Markets, Financial Modeling, Hedge Funds, Back Office
Education
Wilmington College 1998 — 2000
MBA, Business Administration and Management, General
University of Delaware 1993 — 1997
Bachelor of Science (B.S.), Biology, General
Jared Baker, CFA, CPA's J.P. Morgan Experience March 2010 - March 2011
Job Global Equities at Citadel LLC
Industry Financial Services
Experience
Citadel LLC August 2013 - Present
Goldman Sachs April 2011 - August 2013
JP Morgan March 2010 - March 2011
Ernst & Young, LLP August 2006 - March 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2006
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Accounting
Citadel LLC August 2013 - Present
Goldman Sachs April 2011 - August 2013
JP Morgan March 2010 - March 2011
Ernst & Young, LLP August 2006 - March 2010
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2006
Masters, Accounting
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
BS, Accounting
Terrence Evans's J.P. Morgan Experience July 1991 - July 1996
Job Senior Director, Servicing Relationship & Portfolio Management at Fannie Mae
Industry Financial Services
Experience
Fannie Mae January 2011 - Present
Fannie Mae January 2010 - January 2011
Fannie Mae July 1997 - January 2010
JP Morgan July 1991 - July 1996
Skills
Business Development, Customer Management, Risk Management, Loss Mitigation, Product Development, Capital Markets, Sales Management, Mortgage Banking, Mortgage Servicing, Underwriting, Loans, Banking, Credit, Portfolio Management, Mortgage Lending, Team Building, Financial Risk, Strategy, Management
Education
University of Georgia - Terry College of Business 1996 — 1997
MBA, MBA
Villanova University 1986 — 1990
Bachelor of Science, Business Administration
Fannie Mae January 2011 - Present
Fannie Mae January 2010 - January 2011
Fannie Mae July 1997 - January 2010
JP Morgan July 1991 - July 1996
Skills
Business Development, Customer Management, Risk Management, Loss Mitigation, Product Development, Capital Markets, Sales Management, Mortgage Banking, Mortgage Servicing, Underwriting, Loans, Banking, Credit, Portfolio Management, Mortgage Lending, Team Building, Financial Risk, Strategy, Management
Education
University of Georgia - Terry College of Business 1996 — 1997
MBA, MBA
Villanova University 1986 — 1990
Bachelor of Science, Business Administration
Larissa Polischuk's J.P. Morgan Experience salesSoundView2000 - 2003
Job Research Assistant at JP Morgan
Industry Financial Services
Scott F Long's J.P. Morgan Experience 2007 - December 2013
Job Bus Analyst & Reporting Spec at Chase
Industry Banking
Experience
JP Morgan 2007 - December 2013
J.P. Morgan 2001 - 2007
J.P. Morgan 1998 - 2001
Skills
Process Improvement, Banking, Business Analysis, Risk Management, Securities, Finance, Financial Risk, Portfolio Management, Vendor Management, Financial Analysis
Education
University of Kentucky 1991 — 1992
JP Morgan 2007 - December 2013
J.P. Morgan 2001 - 2007
J.P. Morgan 1998 - 2001
Skills
Process Improvement, Banking, Business Analysis, Risk Management, Securities, Finance, Financial Risk, Portfolio Management, Vendor Management, Financial Analysis
Education
University of Kentucky 1991 — 1992
Tyra Butler's J.P. Morgan Experience
Job Sr. Trust Associate at JP MORGAN
Industry Banking
Experience
JP MORGAN
Skills
Fixed Income, Derivatives, Securities, Asset Management, Investments, Equities, Bloomberg, Wealth Management, Portfolio Management, Capital Markets
Education
University of Louisiana at Monroe 1995 — 1996
JP MORGAN
Skills
Fixed Income, Derivatives, Securities, Asset Management, Investments, Equities, Bloomberg, Wealth Management, Portfolio Management, Capital Markets
Education
University of Louisiana at Monroe 1995 — 1996
Danny Gould's J.P. Morgan Experience June 2008 - June 2011
Job Vice President at GEM Realty Capital
Industry Real Estate
Experience
GEM Realty Capital July 2011 - Present
JP Morgan June 2008 - June 2011
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (B.S.), Finance
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science (BS)
GEM Realty Capital July 2011 - Present
JP Morgan June 2008 - June 2011
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (B.S.), Finance
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science (BS)
Ben Lingo's J.P. Morgan Experience November 2007 - May 2015
Job IT at Viking Global Investors
Industry Financial Services
Experience
Viking Global Investors May 2015 - Present
J.P. Morgan November 2007 - May 2015
JPMorgan March 2006 - October 2007
JP Morgan March 2005 - February 2006
JP Morgan January 2003 - February 2005
JP Morgan July 2001 - January 2003
Education
University of Delaware 1997 — 2001
Bachelor of Science, Economics, MIS, Political Science
Viking Global Investors May 2015 - Present
J.P. Morgan November 2007 - May 2015
JPMorgan March 2006 - October 2007
JP Morgan March 2005 - February 2006
JP Morgan January 2003 - February 2005
JP Morgan July 2001 - January 2003
Education
University of Delaware 1997 — 2001
Bachelor of Science, Economics, MIS, Political Science
Gary Lieberman, CFA's J.P. Morgan Experience 1991 - 1995
Job Senior Healthcare ServicesFacilities Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securites March 2009 - Present
Stanford Group Company September 2006 - March 2009
Morgan Stanley 1996 - 2006
JP Morgan 1991 - 1995
Security Archives and Storage Company 1988 - 1988
Education
University of Delaware 1987 — 1991
BSBA, Finance, Operations, MIS
University of Delaware - Lerner College of Business and Economics 1987 — 1991
BSBA, Finance, Operations, MIS
EBHS
Wells Fargo Securites March 2009 - Present
Stanford Group Company September 2006 - March 2009
Morgan Stanley 1996 - 2006
JP Morgan 1991 - 1995
Security Archives and Storage Company 1988 - 1988
Education
University of Delaware 1987 — 1991
BSBA, Finance, Operations, MIS
University of Delaware - Lerner College of Business and Economics 1987 — 1991
BSBA, Finance, Operations, MIS
EBHS
Trish Schoen's J.P. Morgan Experience 1995 - 1999
Job Vice President at Societe Generale
Industry Financial Services
Experience
Societe Generale 2007 - Present
Barclays Capital 1999 - 2007
JP Morgan 1995 - 1999
Salomon Brothers 1990 - 1995
Skills
Fixed Income, Middle Office, Capital Markets, Investment Banking, Project Management, Business Analysis, Trading Systems, Bloomberg, Banking, Risk Management, Back Office, Securities, Financial Risk, Swaps, Structured Products, Financial Services, Financial Markets, Operational Risk, Bonds, Options
Education
University of Florida
Bachelor of Science (BS), Accounting
Societe Generale 2007 - Present
Barclays Capital 1999 - 2007
JP Morgan 1995 - 1999
Salomon Brothers 1990 - 1995
Skills
Fixed Income, Middle Office, Capital Markets, Investment Banking, Project Management, Business Analysis, Trading Systems, Bloomberg, Banking, Risk Management, Back Office, Securities, Financial Risk, Swaps, Structured Products, Financial Services, Financial Markets, Operational Risk, Bonds, Options
Education
University of Florida
Bachelor of Science (BS), Accounting
Bade Ayanbule's J.P. Morgan Experience January 2011 - Present
Job Executive Director at JP Morgan FCS
Industry Financial Services
Experience
JP Morgan January 2011 - Present
JP Morgan FCS September 2006 - December 2010
Skills
Financial Analysis, ICAAP, Model Risk Governance, Quantitative Research, CCAR, AML, Compliance, Risk
Education
University of Denver 2001 — 2003
MA, Economics
University of Denver 1998 — 2001
BA, Economics
International School of Lagos
JP Morgan January 2011 - Present
JP Morgan FCS September 2006 - December 2010
Skills
Financial Analysis, ICAAP, Model Risk Governance, Quantitative Research, CCAR, AML, Compliance, Risk
Education
University of Denver 2001 — 2003
MA, Economics
University of Denver 1998 — 2001
BA, Economics
International School of Lagos
Gene Savaria's J.P. Morgan Experience 2004 - 2007
Job Director at
Industry Investment Banking
Experience
Bank of America October 2009 - Present
JPMorgan 2008 - 2009
JP Morgan 2004 - 2007
JP MORGAN CHASE/BANK ONE, CHICAGO, U.S.A 2002 - 2004
First Chicago 1995 - 1998
Skills
Vendor Management, Process Improvement, Business Analysis, Derivatives, Program Management
Education
University of Illinois at Chicago 1993 — 1995
Finance, General
Bank of America October 2009 - Present
JPMorgan 2008 - 2009
JP Morgan 2004 - 2007
JP MORGAN CHASE/BANK ONE, CHICAGO, U.S.A 2002 - 2004
First Chicago 1995 - 1998
Skills
Vendor Management, Process Improvement, Business Analysis, Derivatives, Program Management
Education
University of Illinois at Chicago 1993 — 1995
Finance, General
Alison Quinn's J.P. Morgan Experience June 1995 - September 1997
Job Chief of Staff / IT Business Unit Analyst / Vice President at Citi
Industry Financial Services
Experience
Citi May 2013 - Present
Citigroup January 2009 - May 2013
Citi 2005 - May 2013
Citigroup September 2002 - January 2007
Standard Chartered Bank July 2000 - January 2002
PFPC Trust Company October 1997 - June 2000
JP Morgan June 1995 - September 1997
Skills
Banking, Risk Management, Business Analysis, Securities, User Acceptance Testing, Cash Management, Mutual Funds, Vendor Management, Financial Services, Requirements Gathering
Education
University of Delaware 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Citi May 2013 - Present
Citigroup January 2009 - May 2013
Citi 2005 - May 2013
Citigroup September 2002 - January 2007
Standard Chartered Bank July 2000 - January 2002
PFPC Trust Company October 1997 - June 2000
JP Morgan June 1995 - September 1997
Skills
Banking, Risk Management, Business Analysis, Securities, User Acceptance Testing, Cash Management, Mutual Funds, Vendor Management, Financial Services, Requirements Gathering
Education
University of Delaware 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Harry Shelton's J.P. Morgan Experience 1996 - 1999
Job Director, Financial Reporting at Penn Virginia Corporation
Industry Chemicals
Experience
Penn Virginia Corporation November 2009 - Present
Hercules, Inc. June 2004 - October 2009
CP Kelco 2001 - 2004
CP Kelco 2001 - 2004
JP Morgan 1996 - 1999
Columbia Gas 1989 - 1996
Skills
Financial Reporting, Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Accounting, Sarbanes-Oxley, General Ledger, Due Diligence, Variance Analysis, Forecasting, Auditing, Mergers & Acquisitions, SEC filings, Finance, CPA, GAAP, Hyperion Enterprise, Account Reconciliation, Cost Accounting, Cash Flow, Cash Management, Internal Audit, Hyperion, SEC Filings
Education
University of Delaware 1982 — 1986
MS and BS, Accounting
Penn Virginia Corporation November 2009 - Present
Hercules, Inc. June 2004 - October 2009
CP Kelco 2001 - 2004
CP Kelco 2001 - 2004
JP Morgan 1996 - 1999
Columbia Gas 1989 - 1996
Skills
Financial Reporting, Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Accounting, Sarbanes-Oxley, General Ledger, Due Diligence, Variance Analysis, Forecasting, Auditing, Mergers & Acquisitions, SEC filings, Finance, CPA, GAAP, Hyperion Enterprise, Account Reconciliation, Cost Accounting, Cash Flow, Cash Management, Internal Audit, Hyperion, SEC Filings
Education
University of Delaware 1982 — 1986
MS and BS, Accounting
Anant Karandikar's J.P. Morgan Experience April 2010 - Present
Job Executive Director at JP Morgan
Industry Capital Markets
Experience
JP Morgan April 2010 - Present
UBS Investment Bank June 1997 - March 2010
Education
University of Iowa 1992 — 1997
Bachelor's Degree
JP Morgan April 2010 - Present
UBS Investment Bank June 1997 - March 2010
Education
University of Iowa 1992 — 1997
Bachelor's Degree
Julie Greer's J.P. Morgan Experience 2004 - 2008
Job Vice President at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase January 2013 - Present
JPMorgan Chase January 2009 - Present
JP Morgan 2004 - 2008
Education
University of Delaware
JPMorgan Chase January 2013 - Present
JPMorgan Chase January 2009 - Present
JP Morgan 2004 - 2008
Education
University of Delaware
Deborah Saez's J.P. Morgan Experience June 1997 - June 2000
Job Sr Manager, US Government Pricing Compliance at Celgene
Industry Pharmaceuticals
Experience
Celgene November 2014 - Present
Impax Laboratories September 2010 - November 2014
CIS June 2008 - August 2010
AstraZeneca June 2000 - June 2008
JP Morgan June 1997 - June 2000
Geometric Solutions, Inc January 1996 - May 1997
Education
Widener University 2000 — 2004
MS, Accounting Info Systems
University of Delaware 1992 — 1996
BS, Mathematics
Celgene November 2014 - Present
Impax Laboratories September 2010 - November 2014
CIS June 2008 - August 2010
AstraZeneca June 2000 - June 2008
JP Morgan June 1997 - June 2000
Geometric Solutions, Inc January 1996 - May 1997
Education
Widener University 2000 — 2004
MS, Accounting Info Systems
University of Delaware 1992 — 1996
BS, Mathematics
Brad Diebner's J.P. Morgan Experience October 2007 - Present
Job Vice President at JP Morgan Energy
Industry Oil & Energy
Experience
JP Morgan October 2007 - Present
Calpine 2001 - 2007
Skills
Commodity, Commodity Markets, Derivatives, Energy, Energy Markets, Finance, Financial Analysis, Financial Modeling, Market Risk, Natural Gas, Portfolio Management, Product Control, Risk Management, Trading, Valuation, Commodity Risk..., Hedging
Education
University of Houston-Clear Lake
Master's degree, Finance
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA), Finance
JP Morgan October 2007 - Present
Calpine 2001 - 2007
Skills
Commodity, Commodity Markets, Derivatives, Energy, Energy Markets, Finance, Financial Analysis, Financial Modeling, Market Risk, Natural Gas, Portfolio Management, Product Control, Risk Management, Trading, Valuation, Commodity Risk..., Hedging
Education
University of Houston-Clear Lake
Master's degree, Finance
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA), Finance
Stannard Stefanie's J.P. Morgan Experience 2006 - Present
Job Supervisory Manager at JP Morgan
Industry Investment Management
Experience
J.P April 2007 - Present
JPMorgan Private Bank 2007 - Present
JP Morgan 2006 - Present
H & R Block Financial Advisors November 2005 - March 2007
Ameriprise Financial March 2005 - October 2005
H & R Block Financial Advisors May 2004 - March 2005
Consultant January 2003 - April 2004
Lau and Lau Associates July 2002 - December 2002
American Express Financial Advisors August 1995 - April 1999
Education
University of Detroit Mercy School of Law 2007 — 2011
J.D.
Western Michigan University - Haworth College of Business 1995 — 1999
Western Michigan University
BBA, Finance
J.P April 2007 - Present
JPMorgan Private Bank 2007 - Present
JP Morgan 2006 - Present
H & R Block Financial Advisors November 2005 - March 2007
Ameriprise Financial March 2005 - October 2005
H & R Block Financial Advisors May 2004 - March 2005
Consultant January 2003 - April 2004
Lau and Lau Associates July 2002 - December 2002
American Express Financial Advisors August 1995 - April 1999
Education
University of Detroit Mercy School of Law 2007 — 2011
J.D.
Western Michigan University - Haworth College of Business 1995 — 1999
Western Michigan University
BBA, Finance
Mark Halberstein's J.P. Morgan Experience 2007 - 2008
Job Founder & CEO at SIMPLENIGHT
Industry Hospitality
Experience
SIMPLENIGHT 2011 - Present
Allied Partners 2008 - 2011
JP Morgan 2007 - 2008
UBS 2006 - 2007
MKG 2005 - 2006
Skills
Financial Modeling, Investments, Asset Managment, Corporate Finance, Asset Management, Portfolio Management, Hospitality, Events, Corporate Events, Event Planning, Travel, Corporate Branding, Branding & Identity, Real Estate, Financial Analysis, Consulting, Valuation, Business Analysis, Investment Advisory, Due Diligence, Capital Markets, Finance, Bloomberg, Business Advisory, Equities, Mergers & Acquisitions
Education
University of Miami - School of Business 2005 — 2007
MBA, Finance, Marketing
University of Florida 2001 — 2005
Bachelor of Arts, Business Administration, Mass Communication
SIMPLENIGHT 2011 - Present
Allied Partners 2008 - 2011
JP Morgan 2007 - 2008
UBS 2006 - 2007
MKG 2005 - 2006
Skills
Financial Modeling, Investments, Asset Managment, Corporate Finance, Asset Management, Portfolio Management, Hospitality, Events, Corporate Events, Event Planning, Travel, Corporate Branding, Branding & Identity, Real Estate, Financial Analysis, Consulting, Valuation, Business Analysis, Investment Advisory, Due Diligence, Capital Markets, Finance, Bloomberg, Business Advisory, Equities, Mergers & Acquisitions
Education
University of Miami - School of Business 2005 — 2007
MBA, Finance, Marketing
University of Florida 2001 — 2005
Bachelor of Arts, Business Administration, Mass Communication
Brett Isadore's J.P. Morgan Experience November 2009 - July 2014
Job Client Service Associate at RBS
Industry Financial Services
Experience
RBS Markets and International Banking August 2014 - Present
J.P. Morgan November 2009 - July 2014
JP Morgan March 2007 - November 2009
Worlwide Associates June 2005 - March 2007
RB&H 2002 - 2005
Skills
Trading Systems, Derivatives, Electronic Trading, Fixed Income, Options, Financial Markets, Equities, Bloomberg, Trading, Commodity, Back Office, Securities
Education
Glenbard West 1994 — 1998
Glenbard West Highschool 1994 — 1998
University of Illinois at Chicago
RBS Markets and International Banking August 2014 - Present
J.P. Morgan November 2009 - July 2014
JP Morgan March 2007 - November 2009
Worlwide Associates June 2005 - March 2007
RB&H 2002 - 2005
Skills
Trading Systems, Derivatives, Electronic Trading, Fixed Income, Options, Financial Markets, Equities, Bloomberg, Trading, Commodity, Back Office, Securities
Education
Glenbard West 1994 — 1998
Glenbard West Highschool 1994 — 1998
University of Illinois at Chicago
Lynn Leonard's J.P. Morgan Experience August 1999 - March 2002
Job Financial Services Professional
Industry Financial Services
Experience
LL Family Office Services, LLC February 2008 - Present
Sunset Bay Board of Directors May 2003 - 2012
New York Private Bank & Trust, FSB February 2005 - January 2008
JP Morgan August 1999 - March 2002
First Union May 1985 - August 1999
Skills
Trusts, High Net Worth..., Wealth Management, Tax, Estate Administration, Management, Estate Planning, Finance, Securities, Cash Management, Wealth Management..., Banking, Financial Analysis, Financial Planning, Retirement, Series 63, Financial Services
Education
University of Delaware 1978 — 1982
Bachelor of Science, Business Administration, Management and Operations
LL Family Office Services, LLC February 2008 - Present
Sunset Bay Board of Directors May 2003 - 2012
New York Private Bank & Trust, FSB February 2005 - January 2008
JP Morgan August 1999 - March 2002
First Union May 1985 - August 1999
Skills
Trusts, High Net Worth..., Wealth Management, Tax, Estate Administration, Management, Estate Planning, Finance, Securities, Cash Management, Wealth Management..., Banking, Financial Analysis, Financial Planning, Retirement, Series 63, Financial Services
Education
University of Delaware 1978 — 1982
Bachelor of Science, Business Administration, Management and Operations
Rob Freeze's J.P. Morgan Experience 1993 - 2012
Job Program Manager, VP JPMorgan
Industry Financial Services
Experience
JPMorgan 2013 - Present
JP Morgan 1993 - 2012
Skills
Trading Systems, Investment Banking, Fixed Income, Loans, Capital Markets, Project Management, Financial Technology, Business Analysis, SDLC, Portfolio Management, Banking, Risk Management, Derivatives, Middle Office
Education
University of Delaware - Lerner College of Business and Economics
JPMorgan 2013 - Present
JP Morgan 1993 - 2012
Skills
Trading Systems, Investment Banking, Fixed Income, Loans, Capital Markets, Project Management, Financial Technology, Business Analysis, SDLC, Portfolio Management, Banking, Risk Management, Derivatives, Middle Office
Education
University of Delaware - Lerner College of Business and Economics
Nandakumar Chandran's J.P. Morgan Experience July 2009 - March 2012
Job Consultant at JP Morgan
Industry Information Technology and Services
Experience
Deutsche Bank 2012 - 2014
JP Morgan July 2009 - March 2012
Credit Suisse 2008 - 2009
DBA at Citibank, Freddie Mac, NBC, SUN 1995 - 2006
Skills
Sybase, Microsoft SQL Server, SQL, Unix Shell Scripting, Unix, Project Management, ITIL, SDLC, Software Development, Data Warehousing, Oracle, Enterprise Architecture, Data Modeling, Trading Systems, Solaris, IT Service Management, Sybase Adaptive Server, IT Infrastructure..., Sybase SQL Anywhere, IT Operations Management, Sybase IQ, Shell Scripting, Requirements Analysis, Hadoop
Education
University of Madras 1987 — 1990
Deutsche Bank 2012 - 2014
JP Morgan July 2009 - March 2012
Credit Suisse 2008 - 2009
DBA at Citibank, Freddie Mac, NBC, SUN 1995 - 2006
Skills
Sybase, Microsoft SQL Server, SQL, Unix Shell Scripting, Unix, Project Management, ITIL, SDLC, Software Development, Data Warehousing, Oracle, Enterprise Architecture, Data Modeling, Trading Systems, Solaris, IT Service Management, Sybase Adaptive Server, IT Infrastructure..., Sybase SQL Anywhere, IT Operations Management, Sybase IQ, Shell Scripting, Requirements Analysis, Hadoop
Education
University of Madras 1987 — 1990
Mario Lamar's J.P. Morgan Experience 2011 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan 2011 - Present
Barclays Wealth September 2008 - April 2011
Lehman Brothers August 2006 - September 2008
Morgan Stanley Private Wealth Management 1998 - 2002
Skills
Series 7, Fixed Income, Prime Brokerage, Hedge Funds, Capital Markets, Equities, Structured Products, Investment Banking, High Yield, Derivatives, Alternative Investments, Credit Derivatives, Equity Derivatives, Securities Lending, Trading Systems
Education
University of Miami - School of Business 1997 — 1999
MBA, Finance
University of Florida 1992 — 1997
BS, Mechanical Engineering
JP Morgan 2011 - Present
Barclays Wealth September 2008 - April 2011
Lehman Brothers August 2006 - September 2008
Morgan Stanley Private Wealth Management 1998 - 2002
Skills
Series 7, Fixed Income, Prime Brokerage, Hedge Funds, Capital Markets, Equities, Structured Products, Investment Banking, High Yield, Derivatives, Alternative Investments, Credit Derivatives, Equity Derivatives, Securities Lending, Trading Systems
Education
University of Miami - School of Business 1997 — 1999
MBA, Finance
University of Florida 1992 — 1997
BS, Mechanical Engineering
Carol Kohlenberg's J.P. Morgan Experience June 2008 - Present
Job Executive Director at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan June 2008 - Present
Bear Stearns April 1995 - June 2008
EDS July 1988 - April 1995
Education
University of Miami - School of Business 1985 — 1988
MBA
University of Florida 1979 — 1982
BS
JP Morgan June 2008 - Present
Bear Stearns April 1995 - June 2008
EDS July 1988 - April 1995
Education
University of Miami - School of Business 1985 — 1988
MBA
University of Florida 1979 — 1982
BS
Doug Huber's J.P. Morgan Experience April 1999 - September 2014
Job Senior Testing Lead at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation September 2014 - Present
JP Morgan April 1999 - September 2014
Skills
Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Options, Portfolio Management, Prime Brokerage, Securities, Series 7, Trading Systems, Bloomberg, Electronic Trading, Back Office, Equity Derivatives, Financial Markets, Middle Office, Investments, Mutual Funds, Risk Management
Education
University of Florida 1992 — 1996
The Depository Trust & Clearing Corporation September 2014 - Present
JP Morgan April 1999 - September 2014
Skills
Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Options, Portfolio Management, Prime Brokerage, Securities, Series 7, Trading Systems, Bloomberg, Electronic Trading, Back Office, Equity Derivatives, Financial Markets, Middle Office, Investments, Mutual Funds, Risk Management
Education
University of Florida 1992 — 1996
Sandra Korth's J.P. Morgan Experience May 2006 - August 2013
Job Senior Technical Architect
Industry Information Technology and Services
Experience
MQ Links January 2014 - Present
JP Morgan May 2006 - August 2013
Skills
AIX, Linux, Enterprise Architecture, WebSphere MQ, Unix Shell Scripting, Requirements Analysis, Messaging, WebSphere Message Broker, Python, ITIL v3 Foundations..., WebSphere Portal, Perl Script, C/C++ STL, SQL*Plus, Firmware, Project Coordination, ITSMF, Investment Banking, Fixed Income, Equities, Derivatives, Capital Markets, Integration, Disaster Recovery, Unix, WebSphere, SDLC, Security, IBM AIX
Education
University of Houston-Downtown
BS, Mathematics, English, Spanish, CSC
MQ Links January 2014 - Present
JP Morgan May 2006 - August 2013
Skills
AIX, Linux, Enterprise Architecture, WebSphere MQ, Unix Shell Scripting, Requirements Analysis, Messaging, WebSphere Message Broker, Python, ITIL v3 Foundations..., WebSphere Portal, Perl Script, C/C++ STL, SQL*Plus, Firmware, Project Coordination, ITSMF, Investment Banking, Fixed Income, Equities, Derivatives, Capital Markets, Integration, Disaster Recovery, Unix, WebSphere, SDLC, Security, IBM AIX
Education
University of Houston-Downtown
BS, Mathematics, English, Spanish, CSC
Ira Krolick's J.P. Morgan Experience March 2011 - August 2014
Job Senior Vice President Business Development at Financial Recovery Technologies
Industry Investment Management
Experience
Financial Recovery Technologies October 2014 - Present
J.P. Morgan March 2011 - August 2014
JP Morgan February 2009 - March 2010
Deutsche Asset Management March 2007 - August 2009
Deutsche Asset Management July 2006 - March 2007
Independent Consultant May 2005 - July 2006
MFS Investment Management February 1999 - December 2004
Putnam Investments September 1997 - February 1999
SBC WARBURG DILLON READ, INC June 1997 - September 1997
MORGAN STANLEY ASSET MANAGEMENT INC June 1990 - June 1997
Skills
Portfolio Management, Asset Management, Investments, Asset Managment, Equities, Hedge Funds, Banking, Financial Services, Fixed Income, Securities, Mutual Funds, Product Management, Alternative Investments, CRM, Mergers & Acquisitions
Education
University of Hartford 1982 — 1985
Bachelor of Science in Business Administration, International Finance & Economics
Financial Recovery Technologies October 2014 - Present
J.P. Morgan March 2011 - August 2014
JP Morgan February 2009 - March 2010
Deutsche Asset Management March 2007 - August 2009
Deutsche Asset Management July 2006 - March 2007
Independent Consultant May 2005 - July 2006
MFS Investment Management February 1999 - December 2004
Putnam Investments September 1997 - February 1999
SBC WARBURG DILLON READ, INC June 1997 - September 1997
MORGAN STANLEY ASSET MANAGEMENT INC June 1990 - June 1997
Skills
Portfolio Management, Asset Management, Investments, Asset Managment, Equities, Hedge Funds, Banking, Financial Services, Fixed Income, Securities, Mutual Funds, Product Management, Alternative Investments, CRM, Mergers & Acquisitions
Education
University of Hartford 1982 — 1985
Bachelor of Science in Business Administration, International Finance & Economics
Ed Reisinger's J.P. Morgan Experience May 2000 - Present
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan May 2000 - Present
Transamerica May 1999 - May 2000
Sidley Austin May 1997 - May 1999
Bell, Boyd & Lloyd September 1995 - May 1997
Education
University of Illinois College of Law 1992 — 1995
J.D.
University of Nevada-Las Vegas 1987 — 1991
B.S., Accounting
JP Morgan May 2000 - Present
Transamerica May 1999 - May 2000
Sidley Austin May 1997 - May 1999
Bell, Boyd & Lloyd September 1995 - May 1997
Education
University of Illinois College of Law 1992 — 1995
J.D.
University of Nevada-Las Vegas 1987 — 1991
B.S., Accounting
Viraj Khadye's J.P. Morgan Experience July 2008 - September 2008
Job Hardware Design & Validation engineer at Intel Corporation
Industry Computer Hardware
Experience
Intel Corporation January 2012 - Present
Wipro Technologies September 2008 - July 2010
JP Morgan July 2008 - September 2008
Tata Power Company December 2006 - January 2007
Education
University of Florida 2010 — 2012
MS
Sardar Patel College of Engg., University of Mumbai 2004 — 2008
B.E.
Sathaye College 2002 — 2004
10+2
MES Indian School
children's academy
Intel Corporation January 2012 - Present
Wipro Technologies September 2008 - July 2010
JP Morgan July 2008 - September 2008
Tata Power Company December 2006 - January 2007
Education
University of Florida 2010 — 2012
MS
Sardar Patel College of Engg., University of Mumbai 2004 — 2008
B.E.
Sathaye College 2002 — 2004
10+2
MES Indian School
children's academy
Lesli Baines's J.P. Morgan Experience 2005 - Present
Job Private Client Services and Asset Allocations
Industry Financial Services
Sarika Sheth's J.P. Morgan Experience September 1995 - September 1996
Job Assistant Vice President
Industry Financial Services
Experience
JP Morgan Chase October 2010 - Present
JPMorganChase October 2007 - September 2010
WSS/Structured Finance Services July 2004 - September 2007
Paralegal (ChaseCredit August 2002 - June 2004
First USA Bank October 1996 - October 2001
J.P Morgan September 1995 - September 1996
Nolte, Broadoway February 1995 - August 1995
Skills
Business Process..., Project Management, Business Process..., Control
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
University of Delaware
2008 MBA, International Business
University of London
Bachelor, Law
JP Morgan Chase October 2010 - Present
JPMorganChase October 2007 - September 2010
WSS/Structured Finance Services July 2004 - September 2007
Paralegal (ChaseCredit August 2002 - June 2004
First USA Bank October 1996 - October 2001
J.P Morgan September 1995 - September 1996
Nolte, Broadoway February 1995 - August 1995
Skills
Business Process..., Project Management, Business Process..., Control
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
University of Delaware
2008 MBA, International Business
University of London
Bachelor, Law
Abdul S. Usmani's J.P. Morgan Experience February 2011 - September 2011
Job
Industry Oil & Energy
Experience
ConocoPhillips September 2012 - Present
NRG Energy September 2011 - September 2012
JP Morgan February 2011 - September 2011
Dynegy January 2009 - February 2011
Skills
VBScript, Crystal Reports, XML, Visual Studio, InfoPath, .NET, Visual C#, Microsoft Office, Microsoft SQL Server, Oracle SQL, SQL, ASP.NET, Tableau, SSIS, SSRS, HTML, IIS, SharePoint, Unix, Linux, Oracle
Education
University of Houston 2004 — 2008
Bachelors, MIS
ConocoPhillips September 2012 - Present
NRG Energy September 2011 - September 2012
JP Morgan February 2011 - September 2011
Dynegy January 2009 - February 2011
Skills
VBScript, Crystal Reports, XML, Visual Studio, InfoPath, .NET, Visual C#, Microsoft Office, Microsoft SQL Server, Oracle SQL, SQL, ASP.NET, Tableau, SSIS, SSRS, HTML, IIS, SharePoint, Unix, Linux, Oracle
Education
University of Houston 2004 — 2008
Bachelors, MIS
Ann-Marie Archino's J.P. Morgan Experience October 1995 - April 1997
Job Senior Director, Segment Marketing at Barclays
Industry Banking
Experience
Barclays August 2011 - Present
Barclays Bank June 2004 - July 2011
JPMorgan Chase April 1997 - June 2004
JP Morgan October 1995 - April 1997
Deloitte & Touche September 1993 - September 1995
Skills
Banking, Portfolio Management, Credit, Credit Cards, Relationship Management
Education
University of Delaware
BSA, Accounting
University of Delaware
MBA, Business Administration
Barclays August 2011 - Present
Barclays Bank June 2004 - July 2011
JPMorgan Chase April 1997 - June 2004
JP Morgan October 1995 - April 1997
Deloitte & Touche September 1993 - September 1995
Skills
Banking, Portfolio Management, Credit, Credit Cards, Relationship Management
Education
University of Delaware
BSA, Accounting
University of Delaware
MBA, Business Administration
Allan Joubert's J.P. Morgan Experience August 2008 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2008 - Present
Bear Stearns February 2003 - March 2008
Skills
Valuation, Asset Managment, Portfolio Management, Financial Modeling, Investment Banking, Series 7, Financial Analysis, Alternative Investments, Financial Reporting, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1988 — 1993
JP Morgan August 2008 - Present
Bear Stearns February 2003 - March 2008
Skills
Valuation, Asset Managment, Portfolio Management, Financial Modeling, Investment Banking, Series 7, Financial Analysis, Alternative Investments, Financial Reporting, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1988 — 1993
Ashley Boe's J.P. Morgan Experience April 2005 - November 2006
Job Financial Analyst at Vail Resorts
Industry Real Estate
Experience
Vail Resorts December 2006 - Present
JP Morgan April 2005 - November 2006
Education
University of Denver 2001 — 2005
Finance
Vail Resorts December 2006 - Present
JP Morgan April 2005 - November 2006
Education
University of Denver 2001 — 2005
Finance
Bharat Chandramouli's J.P. Morgan Experience July 2008 - August 2009
Job Senior Software Engineer at Microsoft
Industry Computer Software
Experience
Microsoft September 2015 - Present
Microsoft April 2013 - Present
Amazon.com February 2011 - March 2013
Amazon.com May 2010 - August 2010
JP Morgan July 2008 - August 2009
Education
University of Florida 2009 — 2010
Masters, Computer Engg.
University of Mumbai 2004 — 2008
BE, Computer Engineering
HFS
Microsoft September 2015 - Present
Microsoft April 2013 - Present
Amazon.com February 2011 - March 2013
Amazon.com May 2010 - August 2010
JP Morgan July 2008 - August 2009
Education
University of Florida 2009 — 2010
Masters, Computer Engg.
University of Mumbai 2004 — 2008
BE, Computer Engineering
HFS
Larissa (Polischuk) Rivers's J.P. Morgan Experience 2006 - 2008
Job Marketing Manager Run at Strava, Inc.
Industry Marketing and Advertising
Experience
Strava, Inc. April 2012 - Present
San Francisco Tennis Club June 2011 - April 2012
Fitness Anywhere LLC May 2011 - April 2012
Standard Pacific Capital February 2008 - June 2011
JP Morgan 2006 - 2008
American Technology Research 2005 - 2006
SoundView Technology Group 2000 - 2003
Schwab Soundview Capital Markets 2000 - 2003
Skills
Entrepreneurship, Fitness, Inspiring People, Management, Marketing, Product Management, Sales, Social Media, Social Media Marketing, Strategy, Venture Capital, Event Planning, Public Speaking, Leadership, Strategic Partnerships, Social media, Start-ups, Social Networking, Marketing Strategy
Education
University of Delaware 1996 — 2000
BS, Finance
University of Delaware 1996 — 2000
BS, Finance, General
Strava, Inc. April 2012 - Present
San Francisco Tennis Club June 2011 - April 2012
Fitness Anywhere LLC May 2011 - April 2012
Standard Pacific Capital February 2008 - June 2011
JP Morgan 2006 - 2008
American Technology Research 2005 - 2006
SoundView Technology Group 2000 - 2003
Schwab Soundview Capital Markets 2000 - 2003
Skills
Entrepreneurship, Fitness, Inspiring People, Management, Marketing, Product Management, Sales, Social Media, Social Media Marketing, Strategy, Venture Capital, Event Planning, Public Speaking, Leadership, Strategic Partnerships, Social media, Start-ups, Social Networking, Marketing Strategy
Education
University of Delaware 1996 — 2000
BS, Finance
University of Delaware 1996 — 2000
BS, Finance, General
Jason Kyler's J.P. Morgan Experience 2001 - 2014
Job Administrative Vice President at M&T Bank
Industry Financial Services
Experience
M&T Bank May 2014 - Present
Wilmington Trust May 2014 - Present
JPMorgan Chase June 2001 - May 2014
JP Morgan Chase 2001 - 2014
JPMorgan 2001 - 2014
JPMorganChase 2001 - 2014
JP Morgan 2001 - 2014
University of Delaware 1999 - 2000
PECO Energy 1998 - 1999
DuPont 1996 - 1998
Skills
Fixed Income, Equities, Operations Improvement, Operations Management, Process Improvement, Derivatives, Bloomberg, Banking, Risk Management, Capital Markets, Finance, Hedge Funds, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2001
MBA, Finance
University of Delaware 1994 — 1998
B.S., Civil Engineering
M&T Bank May 2014 - Present
Wilmington Trust May 2014 - Present
JPMorgan Chase June 2001 - May 2014
JP Morgan Chase 2001 - 2014
JPMorgan 2001 - 2014
JPMorganChase 2001 - 2014
JP Morgan 2001 - 2014
University of Delaware 1999 - 2000
PECO Energy 1998 - 1999
DuPont 1996 - 1998
Skills
Fixed Income, Equities, Operations Improvement, Operations Management, Process Improvement, Derivatives, Bloomberg, Banking, Risk Management, Capital Markets, Finance, Hedge Funds, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2001
MBA, Finance
University of Delaware 1994 — 1998
B.S., Civil Engineering
Carlos Leija's J.P. Morgan Experience August 2001 - June 2003
Job Application Developer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2007 - May 2015
JP Morgan August 2001 - June 2003
Skills
Very experienced in..., UNIX shell scripting, SQL, Business Analysis, Microsoft Office, SDLC, Banking, Agile Methodologies, Financial Analysis, Financial Modeling
Education
University of Delaware 1991 — 1996
Bachelor's degree, Accounting and Finance
JPMorgan Chase July 2007 - May 2015
JP Morgan August 2001 - June 2003
Skills
Very experienced in..., UNIX shell scripting, SQL, Business Analysis, Microsoft Office, SDLC, Banking, Agile Methodologies, Financial Analysis, Financial Modeling
Education
University of Delaware 1991 — 1996
Bachelor's degree, Accounting and Finance
George Reimnitz's J.P. Morgan Experience 1988 - 2008
Job at Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation March 2010 - Present
The PrivateBank and Trust Company March 2008 - February 2010
American National Bank 1988 - 2008
JP Morgan 1988 - 2008
JPMorgan Chase 1988 - 2008
American National Bank and Trust Company of Chicago 1988 - 2008
Chase Bank 1987 - 2008
Skills
Commercial Banking, Financial Analysis, Portfolio Management, Commercial Lending, Banking, Credit Analysis, Credit, Finance, Due Diligence, Loans, Mergers & Acquisitions
Education
University of Iowa 1983 — 1987
BS, Finance
University of Iowa 1983 — 1987
BS, Finance, General
Wintrust Financial Corporation March 2010 - Present
The PrivateBank and Trust Company March 2008 - February 2010
American National Bank 1988 - 2008
JP Morgan 1988 - 2008
JPMorgan Chase 1988 - 2008
American National Bank and Trust Company of Chicago 1988 - 2008
Chase Bank 1987 - 2008
Skills
Commercial Banking, Financial Analysis, Portfolio Management, Commercial Lending, Banking, Credit Analysis, Credit, Finance, Due Diligence, Loans, Mergers & Acquisitions
Education
University of Iowa 1983 — 1987
BS, Finance
University of Iowa 1983 — 1987
BS, Finance, General
Kevin Barillas's J.P. Morgan Experience September 2007 - Present
Job Associate at JP Morgan
Industry Investment Banking
Eric Adams's J.P. Morgan Experience January 2009 - April 2014
Job Managing Director at The PrivateBank and Trust Company
Industry Financial Services
Experience
The PrivateBank and Trust Company May 2014 - Present
JP Morgan January 2009 - April 2014
JPMorgan September 1999 - February 2011
American National Bank January 1998 - September 1999
American National Bank July 1993 - January 1998
Skills
Series 7, Trading, Mutual Funds, Financial Analysis, Investments, Financial Modeling, Banking, Cash Management, Financial Services, Credit, Wealth Management, Relationship Management, Management, Accounting, Equities, CRM, Asset Managment, Commercial Banking, Networking, Asset Management
Education
University of Illinois at Urbana-Champaign 1986 — 1991
The PrivateBank and Trust Company May 2014 - Present
JP Morgan January 2009 - April 2014
JPMorgan September 1999 - February 2011
American National Bank January 1998 - September 1999
American National Bank July 1993 - January 1998
Skills
Series 7, Trading, Mutual Funds, Financial Analysis, Investments, Financial Modeling, Banking, Cash Management, Financial Services, Credit, Wealth Management, Relationship Management, Management, Accounting, Equities, CRM, Asset Managment, Commercial Banking, Networking, Asset Management
Education
University of Illinois at Urbana-Champaign 1986 — 1991
Tonya Tapie's J.P. Morgan Experience August 2001 - December 2001
Job Vice President / Credit Products Officer at Cadence Bank, N.A.
Industry Financial Services
Experience
Cadence Bank, N.A. March 2012 - Present
Regions Financial Corporation October 2009 - March 2012
LNR Property Corporation September 2007 - November 2008
SunTrust Bank August 2004 - September 2007
Collateral Real Estate Capital, LLC June 2003 - August 2004
JP Morgan August 2001 - December 2001
Skills
Investments, Finance, Financial Analysis, Portfolio Management, Real Estate
Education
University of Georgia - Terry College of Business 1998 — 2002
Real Estate, Finance, Real Estate, Economics
Cadence Bank, N.A. March 2012 - Present
Regions Financial Corporation October 2009 - March 2012
LNR Property Corporation September 2007 - November 2008
SunTrust Bank August 2004 - September 2007
Collateral Real Estate Capital, LLC June 2003 - August 2004
JP Morgan August 2001 - December 2001
Skills
Investments, Finance, Financial Analysis, Portfolio Management, Real Estate
Education
University of Georgia - Terry College of Business 1998 — 2002
Real Estate, Finance, Real Estate, Economics
Fain Hicks's J.P. Morgan Experience 1998 - 2001
Job Managing Director at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield March 2015 - Present
NAI Brannen Goddard September 2007 - February 2015
Wachovia Securities, LLC 2002 - 2007
JP Morgan 1998 - 2001
Skills
Disposition, Location Intelligence, Real Estate Development, Brokerage, Leases, Real Estate Economics, Real Estate, Corporate Real Estate, Commercial Real Estate, Tenant, Landlords, Real Estate Transactions, Investment Properties, Property Management, Land Acquisition, Acquisitions
Education
University of Georgia - Terry College of Business
BBA, REAL ESTAE AND FINANCE
Cushman & Wakefield March 2015 - Present
NAI Brannen Goddard September 2007 - February 2015
Wachovia Securities, LLC 2002 - 2007
JP Morgan 1998 - 2001
Skills
Disposition, Location Intelligence, Real Estate Development, Brokerage, Leases, Real Estate Economics, Real Estate, Corporate Real Estate, Commercial Real Estate, Tenant, Landlords, Real Estate Transactions, Investment Properties, Property Management, Land Acquisition, Acquisitions
Education
University of Georgia - Terry College of Business
BBA, REAL ESTAE AND FINANCE
John Healy's J.P. Morgan Experience 1999 - 2007
Job ITG Electronic Sales
Industry Financial Services
Experience
ITG September 2014 - Present
Otkritie Securities Ltd February 2014 - August 2014
Daiwa Securities Capital Markets May 2012 - February 2013
Merrill Lynch November 2009 - October 2011
ABN AMRO Bank N.V. April 2007 - June 2009
JP Morgan 1999 - 2007
Skills
Program Trading, Equities, Equity Trading, Series 63, Series 7, Portfolio Management, Trading, Hedge Funds, Electronic Trading, Bloomberg, Emerging Markets, Middle Office, FINRA, Options, Derivatives, Trading Systems, Equity Derivatives, FX Options, Financial Markets, Securities, Capital Markets, Market Data, Fixed Income, Prime Brokerage, Structured Products, Investment Banking, Trading Strategies, Alternative Investments, Swaps, Proprietary Trading, Bonds, Commodity, FX trading, Credit Derivatives, Equity Research, ETFs, Mutual Funds, Settlement, Hedging, Asset Management, Back Office, Series 24, Currency, Interest Rate..., Market Risk, Bloomberg Terminal
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
NYU Stern Executive MBA Program
University of Delaware 1997 — 2000
Bachelors, Management, Marketing
ITG September 2014 - Present
Otkritie Securities Ltd February 2014 - August 2014
Daiwa Securities Capital Markets May 2012 - February 2013
Merrill Lynch November 2009 - October 2011
ABN AMRO Bank N.V. April 2007 - June 2009
JP Morgan 1999 - 2007
Skills
Program Trading, Equities, Equity Trading, Series 63, Series 7, Portfolio Management, Trading, Hedge Funds, Electronic Trading, Bloomberg, Emerging Markets, Middle Office, FINRA, Options, Derivatives, Trading Systems, Equity Derivatives, FX Options, Financial Markets, Securities, Capital Markets, Market Data, Fixed Income, Prime Brokerage, Structured Products, Investment Banking, Trading Strategies, Alternative Investments, Swaps, Proprietary Trading, Bonds, Commodity, FX trading, Credit Derivatives, Equity Research, ETFs, Mutual Funds, Settlement, Hedging, Asset Management, Back Office, Series 24, Currency, Interest Rate..., Market Risk, Bloomberg Terminal
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
NYU Stern Executive MBA Program
University of Delaware 1997 — 2000
Bachelors, Management, Marketing
Sangita Threja's J.P. Morgan Experience 1997 - 2008
Job Consultant at SS&C GlobeOp
Industry Financial Services
Experience
SS&C GlobeOp April 2011 - Present
Northern Trust 2009 - 2011
JP Morgan 1997 - 2008
JPMorgan Chase 1997 - 2008
BankOne 2001 - 2004
Skills
SDLC, Derivatives, Fixed Income, Risk Management, Business Analysis, IT Strategy, Requirements Analysis, Project Management, Trading Systems, PMO, Financial Services, Investment Banking, Vendor Management, Capital Markets
Education
University of Illinois at Chicago
BS, Math and Computer Science
SS&C GlobeOp April 2011 - Present
Northern Trust 2009 - 2011
JP Morgan 1997 - 2008
JPMorgan Chase 1997 - 2008
BankOne 2001 - 2004
Skills
SDLC, Derivatives, Fixed Income, Risk Management, Business Analysis, IT Strategy, Requirements Analysis, Project Management, Trading Systems, PMO, Financial Services, Investment Banking, Vendor Management, Capital Markets
Education
University of Illinois at Chicago
BS, Math and Computer Science
Charlie Morten's J.P. Morgan Experience 2003 - 2005
Job Compliance/Risk Management Consultant and Affiliate Expert at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC September 2015 - Present
OmniVest Group LLC 2006 - Present
JP Morgan 2003 - 2005
Response Companies 2003 - 2005
Response Companies 2003 - 2005
Merrill Lynch 1973 - 2002
Skills
Series 7, Securities, Wealth Management, Asset Managment, Operational Risk..., Series 24, Financial Services, Financial Advisory, Private Banking, Asset Allocation, Asset Management, Options, Risk Management, Capital Markets, Due Diligence, Hedge Funds, Series 65, Financial Markets, Equities, Portfolio Management, Alternative Investments, Operational Risk, Series 63, Investment Strategies, Mutual Funds, Investment Management, Middle Office, Fixed Income, Private Equity, Investment Advisory, Investments, Strategic Financial..., FINRA, Wealth Management..., Electronic Trading, Back Office, Bonds, Mergers & Acquisitions, Trading Systems, Uniform Combined State..., Equity Trading, Financial Risk, Bloomberg, Banking, Emerging Markets
Education
University of Illinois at Chicago 1974 — 1976
Bachelor of Science (BS), Business Administration, Management and Operations
Bates Group LLC September 2015 - Present
OmniVest Group LLC 2006 - Present
JP Morgan 2003 - 2005
Response Companies 2003 - 2005
Response Companies 2003 - 2005
Merrill Lynch 1973 - 2002
Skills
Series 7, Securities, Wealth Management, Asset Managment, Operational Risk..., Series 24, Financial Services, Financial Advisory, Private Banking, Asset Allocation, Asset Management, Options, Risk Management, Capital Markets, Due Diligence, Hedge Funds, Series 65, Financial Markets, Equities, Portfolio Management, Alternative Investments, Operational Risk, Series 63, Investment Strategies, Mutual Funds, Investment Management, Middle Office, Fixed Income, Private Equity, Investment Advisory, Investments, Strategic Financial..., FINRA, Wealth Management..., Electronic Trading, Back Office, Bonds, Mergers & Acquisitions, Trading Systems, Uniform Combined State..., Equity Trading, Financial Risk, Bloomberg, Banking, Emerging Markets
Education
University of Illinois at Chicago 1974 — 1976
Bachelor of Science (BS), Business Administration, Management and Operations
G. Wade Johnson's J.P. Morgan Experience June 2004 - August 2005
Job Software Developer at CoverMyMeds
Industry Internet
Experience
CoverMyMeds September 2015 - Present
Campbell Johnson December 2013 - Present
cPanel August 2012 - April 2013
cPanel February 2012 - August 2012
cPanel September 2008 - February 2012
Paradigm December 2006 - August 2008
Earth Decision Sciences August 2005 - December 2006
JP Morgan June 2004 - August 2005
Auto-trol Technology January 2004 - June 2004
Ealanta Software, LLC January 2003 - November 2003
Skills
Perl, C++, Certified Scrum Master, Design Patterns, SVG, Forth, Object Oriented Design, Software Development, Software Documentation, Software Engineering, Software Design, Automated Software..., HTML, XML, 3D Printing, Scrum, JavaScript, Open Source, Agile Methodologies, Subversion, Apache, Bash, Web Applications, Architecture, Java, Unix, Git, Linux, OOP, Web Services, MySQL, Shell Scripting, Architectures, jQuery, MVC, JSON, REST, AJAX, Unix Shell Scripting, UML, Ubuntu, LAMP, User Interface, Web Development, Distributed Systems
Education
University of Houston 1995 — 2000
MS, Computer Science
University of Houston 1982 — 1987
BS, Electrical Engineering
CoverMyMeds September 2015 - Present
Campbell Johnson December 2013 - Present
cPanel August 2012 - April 2013
cPanel February 2012 - August 2012
cPanel September 2008 - February 2012
Paradigm December 2006 - August 2008
Earth Decision Sciences August 2005 - December 2006
JP Morgan June 2004 - August 2005
Auto-trol Technology January 2004 - June 2004
Ealanta Software, LLC January 2003 - November 2003
Skills
Perl, C++, Certified Scrum Master, Design Patterns, SVG, Forth, Object Oriented Design, Software Development, Software Documentation, Software Engineering, Software Design, Automated Software..., HTML, XML, 3D Printing, Scrum, JavaScript, Open Source, Agile Methodologies, Subversion, Apache, Bash, Web Applications, Architecture, Java, Unix, Git, Linux, OOP, Web Services, MySQL, Shell Scripting, Architectures, jQuery, MVC, JSON, REST, AJAX, Unix Shell Scripting, UML, Ubuntu, LAMP, User Interface, Web Development, Distributed Systems
Education
University of Houston 1995 — 2000
MS, Computer Science
University of Houston 1982 — 1987
BS, Electrical Engineering
Justin Kayse's J.P. Morgan Experience January 2008 - May 2009
Job Vice President Fixed Income Sales at Nomura Securities
Industry Financial Services
Experience
Nomura Securities July 2010 - Present
Sandler O'Neill May 2009 - July 2010
JP Morgan January 2008 - May 2009
JP Morgan November 2005 - January 2008
JP Morgan September 2003 - November 2005
JP Morgan June 2002 - September 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Management Information Systems
Nomura Securities July 2010 - Present
Sandler O'Neill May 2009 - July 2010
JP Morgan January 2008 - May 2009
JP Morgan November 2005 - January 2008
JP Morgan September 2003 - November 2005
JP Morgan June 2002 - September 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
Bachelor of Science, Management Information Systems
Geoff Brougher's J.P. Morgan Experience April 2010 - Present
Job Vice President at JP Morgan
Industry Law Practice
Experience
JP Morgan April 2010 - Present
Berman DeValerio Pease Tabacco Burt & Pucillo March 2010 - April 2010
US Securities and Exchange Commission May 2008 - August 2008
Greenberg Traurig May 2007 - August 2007
Ernst & Young May 2002 - July 2006
Arthur Andersen 2000 - 2002
Klingensmith Healthcare May 1999 - August 1999
Hefren-Tillotson May 1998 - August 1998
Skills
JD, Licensed Attorney New..., CPA -- Inactive, Licensed Attorney in..., Financial Accounting, Financial Statement..., Microsoft Office, Securities, Estate Planning, Trust Services, Asset Managment, Trusts, Financial Analysis, Accounting, Due Diligence, Corporate Finance, Sarbanes-Oxley Act, Microsoft Excel, Risk Management, Wealth Management..., Account Reconciliation, Microsoft Word, Investment Strategies, High Net Worth..., Process Improvement, Auditing, Financial Reporting, Corporate Governance, CPA, Corporate Law, Financial Audits, Financial Statements, Charitable Trusts, General Ledger, US GAAP, Variance Analysis, SEC filings, Asset Management, Mutual Funds, Investments, Asset Allocation, Internal Controls, External Audit, Wealth, Private Banking, Management, Finance
Education
University of Florida - Fredric G. Levin College of Law 2006 — 2009
Juris Doctorate, Law
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, Accounting and Finance
JP Morgan April 2010 - Present
Berman DeValerio Pease Tabacco Burt & Pucillo March 2010 - April 2010
US Securities and Exchange Commission May 2008 - August 2008
Greenberg Traurig May 2007 - August 2007
Ernst & Young May 2002 - July 2006
Arthur Andersen 2000 - 2002
Klingensmith Healthcare May 1999 - August 1999
Hefren-Tillotson May 1998 - August 1998
Skills
JD, Licensed Attorney New..., CPA -- Inactive, Licensed Attorney in..., Financial Accounting, Financial Statement..., Microsoft Office, Securities, Estate Planning, Trust Services, Asset Managment, Trusts, Financial Analysis, Accounting, Due Diligence, Corporate Finance, Sarbanes-Oxley Act, Microsoft Excel, Risk Management, Wealth Management..., Account Reconciliation, Microsoft Word, Investment Strategies, High Net Worth..., Process Improvement, Auditing, Financial Reporting, Corporate Governance, CPA, Corporate Law, Financial Audits, Financial Statements, Charitable Trusts, General Ledger, US GAAP, Variance Analysis, SEC filings, Asset Management, Mutual Funds, Investments, Asset Allocation, Internal Controls, External Audit, Wealth, Private Banking, Management, Finance
Education
University of Florida - Fredric G. Levin College of Law 2006 — 2009
Juris Doctorate, Law
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
BBA, Accounting and Finance
jansen stamps's J.P. Morgan Experience April 1995 - Present
Job Managing Director Principal at JP Morgan
Industry Banking
Experience
JP Morgan April 1995 - Present
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Investment Banking, Hedge Funds, Structured Products, Series 7, Swaps, Credit Derivatives, Asset Managment
Education
University of Pennsylvania - The Wharton School 1984 — 1986
mba, finance
University of Florida 1977 — 1980
BSBA, FINANCE
JP Morgan April 1995 - Present
Skills
Fixed Income, Derivatives, Equities, Capital Markets, Investment Banking, Hedge Funds, Structured Products, Series 7, Swaps, Credit Derivatives, Asset Managment
Education
University of Pennsylvania - The Wharton School 1984 — 1986
mba, finance
University of Florida 1977 — 1980
BSBA, FINANCE
Qin Wei's J.P. Morgan Experience October 2006 - May 2009
Job Senior Energy Software Developer
Industry Investment Banking
Experience
Adapt2 Solutions December 2009 - Present
Merrill Lynch Commodity Inc. (Bank of America) May 2009 - December 2009
JP Morgan October 2006 - May 2009
Sungard Data System Houston, Texas September 2001 - October 2006
Skills
Microsoft SQL Server, SQL, C#, .NET, Oracle, SDLC, Programming, Testing
Education
University of Houston
Master, Computer Science
Adapt2 Solutions December 2009 - Present
Merrill Lynch Commodity Inc. (Bank of America) May 2009 - December 2009
JP Morgan October 2006 - May 2009
Sungard Data System Houston, Texas September 2001 - October 2006
Skills
Microsoft SQL Server, SQL, C#, .NET, Oracle, SDLC, Programming, Testing
Education
University of Houston
Master, Computer Science
Ed Hendrickson's J.P. Morgan Experience October 2010 - March 2013
Job Operations Associate at HedgeServ
Industry Financial Services
Experience
HedgeServ March 2013 - Present
JP Morgan October 2010 - March 2013
Greenhome Remodeling April 2010 - July 2010
RLS Associates September 2009 - December 2009
Skills
Account Reconciliation, Fixed Income, Bloomberg, DTC, Investment Banking, Investments, Valuation
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2010
HedgeServ March 2013 - Present
JP Morgan October 2010 - March 2013
Greenhome Remodeling April 2010 - July 2010
RLS Associates September 2009 - December 2009
Skills
Account Reconciliation, Fixed Income, Bloomberg, DTC, Investment Banking, Investments, Valuation
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2010
Michael DeWeirdt's J.P. Morgan Experience 1986 - 1997
Job Senior Vice President Financial Risk Management at Ohio National Financial Services
Industry Capital Markets
Experience
Ohio National Financial Services December 2012 - Present
Chatfield Financial Group January 2012 - December 2012
Milliman 2004 - December 2011
AVM - III Funds 2002 - 2004
BlackPoint Capital 2000 - 2002
Lehman Brothers 1997 - 2000
JP Morgan 1986 - 1997
Skills
Risk Management, Derivatives, Capital Markets, Hedging, Fixed Income, Quantitative Finance, Equities, Options, Financial Risk, Portfolio Management, ALM, Trading, Financial Modeling, Asset Managment, Equity Derivatives, Investments, Investment Strategies, Valuation
Education
The University of Chicago 1984 — 1986
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Accounting
Ohio National Financial Services December 2012 - Present
Chatfield Financial Group January 2012 - December 2012
Milliman 2004 - December 2011
AVM - III Funds 2002 - 2004
BlackPoint Capital 2000 - 2002
Lehman Brothers 1997 - 2000
JP Morgan 1986 - 1997
Skills
Risk Management, Derivatives, Capital Markets, Hedging, Fixed Income, Quantitative Finance, Equities, Options, Financial Risk, Portfolio Management, ALM, Trading, Financial Modeling, Asset Managment, Equity Derivatives, Investments, Investment Strategies, Valuation
Education
The University of Chicago 1984 — 1986
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS, Accounting
Jeff Diamond's J.P. Morgan Experience Executive Vice PresidentMorgan Stanley Dean WitterSeptember 1993 - September 1996
Job Managing Director and Financial Advisor at JP Morgan
Industry Financial Services
Experience
JP Morgan Executive Vice PresidentMorgan Stanley Dean WitterSeptember 1993 - September 1996
Lehman Brothers October 1987 - September 1993
Education
University of Georgia - Terry College of Business 1973 — 1976
BBA, Risk Management and Insurance, Economics
University of Georgia - Terry College of Business 1972 — 1976
BBA, Risk Mangement & Insurance, Economics
JP Morgan Executive Vice PresidentMorgan Stanley Dean WitterSeptember 1993 - September 1996
Lehman Brothers October 1987 - September 1993
Education
University of Georgia - Terry College of Business 1973 — 1976
BBA, Risk Management and Insurance, Economics
University of Georgia - Terry College of Business 1972 — 1976
BBA, Risk Mangement & Insurance, Economics
Ivonne Marrero-Rohn's J.P. Morgan Experience June 1995 - November 2007
Job Executive Director Senior Implementation Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase April 2012 - Present
JPMorgan August 2009 - March 2012
JPMorgan December 2007 - August 2009
JP Morgan June 1995 - November 2007
Education
University of Illinois at Chicago 1990 — 1995
Bachelor Of Science, Accounting, Management
JPMorgan Chase April 2012 - Present
JPMorgan August 2009 - March 2012
JPMorgan December 2007 - August 2009
JP Morgan June 1995 - November 2007
Education
University of Illinois at Chicago 1990 — 1995
Bachelor Of Science, Accounting, Management
Jerry Tyler's J.P. Morgan Experience August 2001 - August 2009
Job Private Banker at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley August 2009 - Present
JP Morgan August 2001 - August 2009
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Skills
Investments, Wealth Management, Series 7, Series 63, Portfolio Management, Asset Management, Public Relations, Uniform Combined State..., Credit, Loans, Strategic Financial..., Financial Analysis, Mutual Funds
Education
University of Louisville 1993 — 1996
MBA
University of Louisville 1990 — 1993
BS, Economics
Morgan Stanley August 2009 - Present
JP Morgan August 2001 - August 2009
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Skills
Investments, Wealth Management, Series 7, Series 63, Portfolio Management, Asset Management, Public Relations, Uniform Combined State..., Credit, Loans, Strategic Financial..., Financial Analysis, Mutual Funds
Education
University of Louisville 1993 — 1996
MBA
University of Louisville 1990 — 1993
BS, Economics
Kyle Niblo's J.P. Morgan Experience June 2008 - August 2008
Job Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management October 2014 - Present
BGC Partners December 2011 - June 2014
Tullett Prebon July 2009 - December 2011
JP Morgan June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BA, Economics
Don Bosco Prep 2003 — 2005
BNY Mellon Wealth Management October 2014 - Present
BGC Partners December 2011 - June 2014
Tullett Prebon July 2009 - December 2011
JP Morgan June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BA, Economics
Don Bosco Prep 2003 — 2005
Katriona Hannon's J.P. Morgan Experience March 2015 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2015 - Present
J.P. Morgan November 2013 - February 2015
Capula July 2011 - November 2013
JPMorgan Chase October 2007 - May 2010
JP Morgan October 2006 - October 2007
JP Morgan February 2005 - September 2005
Skills
Middle Office, Credit, Structured Products, Derivatives, Fixed Income, Equities, FX Options, Hedge Funds, Securities, Options, Equity Derivatives, Interest Rate..., Corporate Actions, Bonds, Credit Derivatives
Education
University of Limerick 2001 — 2006
Business Studies with French, Economics & Finance
J.P. Morgan March 2015 - Present
J.P. Morgan November 2013 - February 2015
Capula July 2011 - November 2013
JPMorgan Chase October 2007 - May 2010
JP Morgan October 2006 - October 2007
JP Morgan February 2005 - September 2005
Skills
Middle Office, Credit, Structured Products, Derivatives, Fixed Income, Equities, FX Options, Hedge Funds, Securities, Options, Equity Derivatives, Interest Rate..., Corporate Actions, Bonds, Credit Derivatives
Education
University of Limerick 2001 — 2006
Business Studies with French, Economics & Finance
Norman Reynolds's J.P. Morgan Experience 2008 - 2009
Job Computer Professional
Industry Computer Software
Experience
Verizon Data Services October 2010 - November 2011
JP Morgan 2008 - 2009
JPMorgan Chase March 2008 - December 2008
Bear Stearns October 1998 - March 2008
Salomon Brothers May 1991 - October 1998
General Electric M&DSO May 1981 - May 1991
Skills
Architecture, Microsoft SQL Server, Requirements Analysis, Perl, Visio, Prime Brokerage, Virtualization, Enterprise Software, Fixed Income, Testing, Unix Shell Scripting, Database Design, Business Analysis, Integration, Networking, Risk Management, Programming, Hardware, SharePoint, VBA, Linux, Oracle, Trading Systems, Software Documentation, Data Warehousing, DB2, Systems Analysis, JCL, TSO, Solaris, Electronic Trading, Data Center, Autosys, Equities, Disaster Recovery, Active Directory, Enterprise Architecture, Windows Server, Software Installation, Databases, Software Project..., SDLC, Unix, Windows, SQL, MVS, NDM, Sybase, COBOL, XML
Education
University of Delaware 1978 — 1981
BS, Computer and Information Science
Verizon Data Services October 2010 - November 2011
JP Morgan 2008 - 2009
JPMorgan Chase March 2008 - December 2008
Bear Stearns October 1998 - March 2008
Salomon Brothers May 1991 - October 1998
General Electric M&DSO May 1981 - May 1991
Skills
Architecture, Microsoft SQL Server, Requirements Analysis, Perl, Visio, Prime Brokerage, Virtualization, Enterprise Software, Fixed Income, Testing, Unix Shell Scripting, Database Design, Business Analysis, Integration, Networking, Risk Management, Programming, Hardware, SharePoint, VBA, Linux, Oracle, Trading Systems, Software Documentation, Data Warehousing, DB2, Systems Analysis, JCL, TSO, Solaris, Electronic Trading, Data Center, Autosys, Equities, Disaster Recovery, Active Directory, Enterprise Architecture, Windows Server, Software Installation, Databases, Software Project..., SDLC, Unix, Windows, SQL, MVS, NDM, Sybase, COBOL, XML
Education
University of Delaware 1978 — 1981
BS, Computer and Information Science
Shweta Ayyar's J.P. Morgan Experience January 2010 - March 2012
Job Forecasting and Planning Consultant
Industry Financial Services
Experience
TECHWAVE CONSULTING INC October 2014 - Present
Hashoo Foundation USA May 2013 - December 2013
JP Morgan January 2010 - March 2012
JP Morgan 2005 - 2009
Skills
Project Management, Financial Analysis, Derivatives, Change Management, Team Leadership, Business Analysis, Financial Modeling, Microsoft Excel, Risk Management, Financial Services
Education
University of Houston, C.T. Bauer College of Business 2014 — 2016
Master of Business Administration (MBA), Finance
Mumbai University 2005 — 2007
M.Com, Management
Mumbai University 2002 — 2005
BMS, Finance
TECHWAVE CONSULTING INC October 2014 - Present
Hashoo Foundation USA May 2013 - December 2013
JP Morgan January 2010 - March 2012
JP Morgan 2005 - 2009
Skills
Project Management, Financial Analysis, Derivatives, Change Management, Team Leadership, Business Analysis, Financial Modeling, Microsoft Excel, Risk Management, Financial Services
Education
University of Houston, C.T. Bauer College of Business 2014 — 2016
Master of Business Administration (MBA), Finance
Mumbai University 2005 — 2007
M.Com, Management
Mumbai University 2002 — 2005
BMS, Finance
Tanmay Patwardhan's J.P. Morgan Experience February 2015 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
JP Morgan April 2010 - February 2015
UBS Investment Bank March 2010 - April 2010
UBS Investment Bank March 2006 - February 2010
UBS Investment Bank May 2002 - February 2006
Education
University of Iowa 2000 — 2002
Masters, Computer Science
University of Mumbai 1996 — 2000
Bachelors, Computer Engineering
J.P. Morgan February 2015 - Present
JP Morgan April 2010 - February 2015
UBS Investment Bank March 2010 - April 2010
UBS Investment Bank March 2006 - February 2010
UBS Investment Bank May 2002 - February 2006
Education
University of Iowa 2000 — 2002
Masters, Computer Science
University of Mumbai 1996 — 2000
Bachelors, Computer Engineering
Brian Tansey's J.P. Morgan Experience April 2010 - August 2013
Job FINRA Options Regulation
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) January 2014 - Present
JP Morgan April 2010 - August 2013
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Finance
Financial Industry Regulatory Authority (FINRA) January 2014 - Present
JP Morgan April 2010 - August 2013
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Finance
Chris Spadea's J.P. Morgan Experience 1993 - 1994
Job Senior Portfolio Director Industry Sector Leader
Industry Financial Services
Experience
Intellectual Ventures September 2011 - Present
Charles River Associates 2004 - September 2011
InteCap, Inc. 1998 - 2004
Peterson Consulting 1994 - 1998
JP Morgan 1993 - 1994
Skills
Venture Capital, Patents, Due Diligence, Financial Modeling, Strategic Planning, Licensing, Private Equity, Intellectual Property, Business Valuation, Strategy, Management Consulting, Valuation, Financial Analysis, Corporate Finance, Start-ups, Mergers, Strategic Partnerships, Emerging Markets, Competitive Analysis, Business Strategy, Restructuring, Portfolio Management, Entrepreneurship, Executive Management, Joint Ventures, Strategic Consulting, Finance, Investments, M&A experience, Business Development, Program Management, Financial Services, Business Planning, Analytics, Divestitures, Patent Monetization, Mobile Banking, Insurance, Trading Systems, Automotive, LED Lighting, ANDA, Acquisitions, Resource Management, Patent Portfolio..., Patent Analytics, Commercial Litigation, Commercial Success..., Mergers & Acquisitions, Investment Banking
Education
University of Delaware 1988 — 1992
Bachelor of Science in Business Administration, Finance
Intellectual Ventures September 2011 - Present
Charles River Associates 2004 - September 2011
InteCap, Inc. 1998 - 2004
Peterson Consulting 1994 - 1998
JP Morgan 1993 - 1994
Skills
Venture Capital, Patents, Due Diligence, Financial Modeling, Strategic Planning, Licensing, Private Equity, Intellectual Property, Business Valuation, Strategy, Management Consulting, Valuation, Financial Analysis, Corporate Finance, Start-ups, Mergers, Strategic Partnerships, Emerging Markets, Competitive Analysis, Business Strategy, Restructuring, Portfolio Management, Entrepreneurship, Executive Management, Joint Ventures, Strategic Consulting, Finance, Investments, M&A experience, Business Development, Program Management, Financial Services, Business Planning, Analytics, Divestitures, Patent Monetization, Mobile Banking, Insurance, Trading Systems, Automotive, LED Lighting, ANDA, Acquisitions, Resource Management, Patent Portfolio..., Patent Analytics, Commercial Litigation, Commercial Success..., Mergers & Acquisitions, Investment Banking
Education
University of Delaware 1988 — 1992
Bachelor of Science in Business Administration, Finance
Bruce Reinhardt's J.P. Morgan Experience 2004 - 2010
Job Consultant IT Engineer at Nationwide Insurance
Industry Information Technology and Services
Experience
Nationwide Insurance April 2010 - Present
JPMorgan Chase January 2004 - May 2010
JP Morgan Chase 2004 - 2010
JP Morgan 2004 - 2010
State Farm 1999 - 2003
Education
University of Kentucky
Nationwide Insurance April 2010 - Present
JPMorgan Chase January 2004 - May 2010
JP Morgan Chase 2004 - 2010
JP Morgan 2004 - 2010
State Farm 1999 - 2003
Education
University of Kentucky
Robin Billy's J.P. Morgan Experience 2005 - 2008
Job Alternative Investment Trade Administrator at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon October 2010 - Present
JP Morgan 2005 - 2008
Wachovia, A Wells Fargo Company 2002 - 2005
Wachovia, A Wells Fargo Company 2001 - 2002
Wachovia, A Wells Fargo Company 2000 - 2001
Transamerica 1999 - 2000
MBNA 1993 - 1999
MBNA 1991 - 1993
MBNA 1990 - 1991
Skills
Vendor Management, Relationship Management, Investments, Banking
Education
University of Delaware
BA
Bank of New York Mellon October 2010 - Present
JP Morgan 2005 - 2008
Wachovia, A Wells Fargo Company 2002 - 2005
Wachovia, A Wells Fargo Company 2001 - 2002
Wachovia, A Wells Fargo Company 2000 - 2001
Transamerica 1999 - 2000
MBNA 1993 - 1999
MBNA 1991 - 1993
MBNA 1990 - 1991
Skills
Vendor Management, Relationship Management, Investments, Banking
Education
University of Delaware
BA
Katherine (Randall) Collins's J.P. Morgan Experience 1998 - 1999
Job Senior Manager and CPA at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers September 2000 - Present
JP Morgan 1998 - 1999
Skills
Accounting, GAAP, Financial Analysis, Auditing, Internal Controls, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Accounting
Education
University of Delaware 1999 — 2000
Masters, Accounting and Mngt Information Systems
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1998
Bachelor of Science, Business Administration
Saint Mark's High School - Wilmington, DE 1993 — 1994
Taipei American School - Taipei, Taiwan 1990 — 1993
PricewaterhouseCoopers September 2000 - Present
JP Morgan 1998 - 1999
Skills
Accounting, GAAP, Financial Analysis, Auditing, Internal Controls, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Accounting
Education
University of Delaware 1999 — 2000
Masters, Accounting and Mngt Information Systems
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1998
Bachelor of Science, Business Administration
Saint Mark's High School - Wilmington, DE 1993 — 1994
Taipei American School - Taipei, Taiwan 1990 — 1993
Andy Tuckett's J.P. Morgan Experience July 2011 - January 2015
Job Managing Director at Synchrony Financial
Industry Banking
Experience
Synchrony Financial January 2015 - Present
J.P. Morgan July 2011 - January 2015
JP Morgan January 2008 - July 2011
JP Morgan August 2003 - January 2008
IBM Global Business Services December 2001 - August 2003
PwC Consulting September 1994 - December 2001
Skills
Interest Rate Risk..., Liquidity Risk, Liquidity Management, Funds Transfer Pricing, Liquidity, Treasury, Executive Management, Capital Markets, FX Options, Derivatives, Cash, Treasury Services, Product Management, Balance Sheet, Interest Rate..., Treasury Management, Management, Fixed Income, Market Risk
Education
University of Exeter 1990 — 1994
BA Hons, Mathmatical Economics
Synchrony Financial January 2015 - Present
J.P. Morgan July 2011 - January 2015
JP Morgan January 2008 - July 2011
JP Morgan August 2003 - January 2008
IBM Global Business Services December 2001 - August 2003
PwC Consulting September 1994 - December 2001
Skills
Interest Rate Risk..., Liquidity Risk, Liquidity Management, Funds Transfer Pricing, Liquidity, Treasury, Executive Management, Capital Markets, FX Options, Derivatives, Cash, Treasury Services, Product Management, Balance Sheet, Interest Rate..., Treasury Management, Management, Fixed Income, Market Risk
Education
University of Exeter 1990 — 1994
BA Hons, Mathmatical Economics
Kristin Smith-Morales's J.P. Morgan Experience April 2011 - September 2014
Job Communications Strategist at secondlargest retirement services provider
Industry Financial Services
Experience
Second-largest retirement services provider September 2014 - Present
JP Morgan April 2011 - September 2014
Charles Schwab November 2001 - May 2011
Trust Company of America August 2000 - November 2001
401(k) Concepts, LLC February 1999 - August 2000
Marsico Capital Management October 1997 - February 1999
Janus Capital Group September 1990 - October 1997
Skills
Retirement Planning
Education
University of Denver 1991 — 1994
Bachelor, Business Administration
Second-largest retirement services provider September 2014 - Present
JP Morgan April 2011 - September 2014
Charles Schwab November 2001 - May 2011
Trust Company of America August 2000 - November 2001
401(k) Concepts, LLC February 1999 - August 2000
Marsico Capital Management October 1997 - February 1999
Janus Capital Group September 1990 - October 1997
Skills
Retirement Planning
Education
University of Denver 1991 — 1994
Bachelor, Business Administration
Linda Bogdaniec's J.P. Morgan Experience July 2006 - Present
Job Quality Assurance Analyst at JP Morgan, C.S.Q.A., C.S.T.E.
Industry Computer Software
Experience
JP Morgan July 2006 - Present
Education
University of Illinois at Chicago 1966 — 1970
Mathematics
JP Morgan July 2006 - Present
Education
University of Illinois at Chicago 1966 — 1970
Mathematics
Patrick Carvell's J.P. Morgan Experience August 2005 - July 2007
Job
Industry Investment Banking
Experience
Key Bank December 2010 - Present
Morgan Joseph October 2009 - December 2010
HBK Capital Management July 2007 - February 2009
JP Morgan August 2005 - July 2007
Skills
Fixed Income, Capital Markets, Hedge Funds, Portfolio Management
Education
University of Delaware 2003 — 2005
BS & BA, Finance and Anthropology
Key Bank December 2010 - Present
Morgan Joseph October 2009 - December 2010
HBK Capital Management July 2007 - February 2009
JP Morgan August 2005 - July 2007
Skills
Fixed Income, Capital Markets, Hedge Funds, Portfolio Management
Education
University of Delaware 2003 — 2005
BS & BA, Finance and Anthropology
Brian McGann, CFA's J.P. Morgan Experience July 2007 - April 2008
Job Senior Vice President at HSBC Private Bank
Industry Financial Services
Experience
HSBC April 2008 - Present
JP Morgan July 2007 - April 2008
HSBC Private Bank 1994 - 2006
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Strategy, Economics, Wealth Management, Fixed Income, Hedge Funds, Alternative Investments, Series 7, Asset Management, Management, Investment Strategies, Mutual Funds, Capital Markets, Securities, Bloomberg, Financial Services, Banking, Bonds, Relationship Management, Investment Management
Education
University of Delaware 1985 — 1989
BS, Finance
HSBC April 2008 - Present
JP Morgan July 2007 - April 2008
HSBC Private Bank 1994 - 2006
Skills
Portfolio Management, Asset Allocation, Equities, Investments, Strategy, Economics, Wealth Management, Fixed Income, Hedge Funds, Alternative Investments, Series 7, Asset Management, Management, Investment Strategies, Mutual Funds, Capital Markets, Securities, Bloomberg, Financial Services, Banking, Bonds, Relationship Management, Investment Management
Education
University of Delaware 1985 — 1989
BS, Finance
Gretchen Huyler's J.P. Morgan Experience August 1998 - Present
Job Vice President at JP Morgan Chase
Industry
Experience
JP Morgan August 1998 - Present
Skills
Portfolio Management, Series 7, Securities
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
MBA, Business Administration
University of Delaware 1994 — 1997
Bachelor of Arts, International Relations
JP Morgan August 1998 - Present
Skills
Portfolio Management, Series 7, Securities
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
MBA, Business Administration
University of Delaware 1994 — 1997
Bachelor of Arts, International Relations
Aron Fersko-Weiss's J.P. Morgan Experience February 2014 - Present
Job Associate at JP Morgan
Industry Financial Services
Experience
JP Morgan February 2014 - Present
JP Morgan Chase June 2010 - Present
Education
University of Delaware 2006 — 2010
Bachelor of Science, Finance and Management
JP Morgan February 2014 - Present
JP Morgan Chase June 2010 - Present
Education
University of Delaware 2006 — 2010
Bachelor of Science, Finance and Management
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.