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.
J.P. Morgan Salaries. You can even request information on how much does J.P. Morgan pay if you want to. Learn about salaries, pros and cons of working for J.P. Morgan directly from the past employees.
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J.P. Morgan Employees
Employee
Years
Job
Industry
David Ferguson David Ferguson's J.P. Morgan Experience September 1989 - December 2002
Job Partner at Perella Weinberg Partners
Industry Venture Capital & Private Equity
Experience
Perella Weinberg Partners February 2012 - Present
Weston Presidio January 2003 - October 2011
JP Morgan September 1989 - December 2002
Prudential Securities April 1987 - June 1989
Bankers Trust September 1985 - March 1987
KPMG November 1981 - June 1983
Deloitte & Touche June 1977 - October 1981
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Loyola University Maryland 1973 — 1977
BA, Accounting
Perella Weinberg Partners February 2012 - Present
Weston Presidio January 2003 - October 2011
JP Morgan September 1989 - December 2002
Prudential Securities April 1987 - June 1989
Bankers Trust September 1985 - March 1987
KPMG November 1981 - June 1983
Deloitte & Touche June 1977 - October 1981
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Loyola University Maryland 1973 — 1977
BA, Accounting
Francois Poirier Francois Poirier's J.P. Morgan Experience 1999 - 2007
Job President, Energy East Pipeline at TransCanada
Industry Oil & Energy
Experience
TransCanada April 2014 - Present
The North York Harvest Food Bank 2007 - Present
Wells Fargo Securities Canada, Ltd January 2013 - April 2014
Capital Power Income LP 2007 - November 2011
Schulich School of Business 2007 - 2009
JP Morgan 1999 - 2007
Chase Manhattan Bank of Canada 1991 - 1999
Education
University of Toronto - Rotman School of Management 2007 — 2008
ICD.D, Directors Education Program
University of Ottawa 1984 — 1988
Bachelor, Operations Research
York University - Schulich School of Business
MBA, Finance
TransCanada April 2014 - Present
The North York Harvest Food Bank 2007 - Present
Wells Fargo Securities Canada, Ltd January 2013 - April 2014
Capital Power Income LP 2007 - November 2011
Schulich School of Business 2007 - 2009
JP Morgan 1999 - 2007
Chase Manhattan Bank of Canada 1991 - 1999
Education
University of Toronto - Rotman School of Management 2007 — 2008
ICD.D, Directors Education Program
University of Ottawa 1984 — 1988
Bachelor, Operations Research
York University - Schulich School of Business
MBA, Finance
Teresa Wortman Teresa Wortman's J.P. Morgan Experience September 2013 - September 2014
Job Vice President Global Technology at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. September 2014 - Present
JP Morgan September 2013 - September 2014
J P Morgan March 2008 - September 2014
Bear Stearns April 1999 - March 2008
Salomon Brothers August 1991 - October 1998
Skills
Equities, Trading Systems, Management, Trading, Portfolio Management, Analysis, Quality Assurance, Fixed Income, Investment Banking, Middle Office, Market Data, Electronic Trading, Mergers & Acquisitions, Financial Services, Software Documentation, Derivatives, Securities, Hedge Funds, Options
Education
University of South Florida
BA, Marketing, Business
JPMorgan Chase & Co. September 2014 - Present
JP Morgan September 2013 - September 2014
J P Morgan March 2008 - September 2014
Bear Stearns April 1999 - March 2008
Salomon Brothers August 1991 - October 1998
Skills
Equities, Trading Systems, Management, Trading, Portfolio Management, Analysis, Quality Assurance, Fixed Income, Investment Banking, Middle Office, Market Data, Electronic Trading, Mergers & Acquisitions, Financial Services, Software Documentation, Derivatives, Securities, Hedge Funds, Options
Education
University of South Florida
BA, Marketing, Business
Alexandra Snow Alexandra Snow's J.P. Morgan Experience July 2013 - July 2014
Job Business Operations & Strategy Associate at NerdWallet
Industry Internet
Experience
NerdWallet April 2015 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2011 - June 2013
JP Morgan June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Business Strategy, Data Analysis, Management Consulting
Education
University of Pennsylvania 2007 — 2011
Management and Finance
NerdWallet April 2015 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2011 - June 2013
JP Morgan June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Business Strategy, Data Analysis, Management Consulting
Education
University of Pennsylvania 2007 — 2011
Management and Finance
Brian Jepson Brian Jepson's J.P. Morgan Experience 1996 - 1997
Job Publisher, Make: Books
Industry Publishing
Experience
Maker Media January 2014 - Present
Maker Media 2005 - Present
Providence Geeks February 2006 - Present
Maker Media January 2013 - January 2014
O'Reilly Media November 2000 - December 2012
Quantumstream January 2000 - November 2000
JP Morgan 1996 - 1997
JP Morgan 1993 - 1995
Skills
Perl, Writing, C, C#, Microcontrollers, Arduino, PHP, Mac OS X, Unix, Publishing, Editing, Content Development, OS X, Digital Media, Linux, Editorial, XML, Mobile Applications, Programming, Research, WordPress, Blogging, Books, Apache, Open Source, Magazines, Content Management, User Experience, Web Applications, Multimedia, Information Architecture, Online Publishing, Web Development, Databases, CMS, User Interface Design, Python, Java, Web Content, Social Media, Content Strategy, Social Networking, Management, Copy Editing
Education
University of Rhode Island 1987 — 2005
BA, Linguistics
Maker Media January 2014 - Present
Maker Media 2005 - Present
Providence Geeks February 2006 - Present
Maker Media January 2013 - January 2014
O'Reilly Media November 2000 - December 2012
Quantumstream January 2000 - November 2000
JP Morgan 1996 - 1997
JP Morgan 1993 - 1995
Skills
Perl, Writing, C, C#, Microcontrollers, Arduino, PHP, Mac OS X, Unix, Publishing, Editing, Content Development, OS X, Digital Media, Linux, Editorial, XML, Mobile Applications, Programming, Research, WordPress, Blogging, Books, Apache, Open Source, Magazines, Content Management, User Experience, Web Applications, Multimedia, Information Architecture, Online Publishing, Web Development, Databases, CMS, User Interface Design, Python, Java, Web Content, Social Media, Content Strategy, Social Networking, Management, Copy Editing
Education
University of Rhode Island 1987 — 2005
BA, Linguistics
Shreyans Kochar Shreyans Kochar's J.P. Morgan Experience October 2009 - February 2011
Job Business Analyst at Credit Suisse USA
Industry Investment Banking
Experience
Credit Suisse USA December 2014 - Present
Credit Suisse May 2013 - Present
Credit Suisse March 2011 - April 2013
JP Morgan October 2009 - February 2011
JP Morgan January 2006 - October 2009
Skills
Middle Office, Credit, Credit Derivatives, Product Control, Equities, Derivatives, Investment Banking, Fixed Income, Equity Derivatives, Capital Markets, Options, Settlement, Business Analysis, Banking
Education
ICFAI, Hydrabad 2006 — 2007
Diploma in Business Finance, Accounting and Finance
Rajasthan University 2004 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
Springfield
Credit Suisse USA December 2014 - Present
Credit Suisse May 2013 - Present
Credit Suisse March 2011 - April 2013
JP Morgan October 2009 - February 2011
JP Morgan January 2006 - October 2009
Skills
Middle Office, Credit, Credit Derivatives, Product Control, Equities, Derivatives, Investment Banking, Fixed Income, Equity Derivatives, Capital Markets, Options, Settlement, Business Analysis, Banking
Education
ICFAI, Hydrabad 2006 — 2007
Diploma in Business Finance, Accounting and Finance
Rajasthan University 2004 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
Springfield
Xinle Liu Xinle Liu's J.P. Morgan Experience March 2015 - August 2015
Job Research Assistant at University of Pennsylvania
Industry
Experience
University of Pennsylvania May 2011 - Present
JP Morgan March 2015 - August 2015
Dalian Institute of Chemical Physics, Chinese Academy of Sciences, China July 2009 - August 2009
Skills
C++, Matlab, Algorithms, Perl, LaTeX, Machine Learning
Education
University of Pennsylvania 2010 — 2015
University of Science and Technology of China 2006 — 2010
Bachelor of Science (BS), Chemical Physics
University of Pennsylvania May 2011 - Present
JP Morgan March 2015 - August 2015
Dalian Institute of Chemical Physics, Chinese Academy of Sciences, China July 2009 - August 2009
Skills
C++, Matlab, Algorithms, Perl, LaTeX, Machine Learning
Education
University of Pennsylvania 2010 — 2015
University of Science and Technology of China 2006 — 2010
Bachelor of Science (BS), Chemical Physics
Chance Houston, MBA, PMP®'s J.P. Morgan Experience May 2006 - April 2009
Job Vice President, Implementations & Strategy Project Manager
Industry Banking
Experience
Wells Fargo August 2013 - Present
The Color Wheelz September 2014 - Present
Project Management Institute of Tampa Bay April 2009 - Present
Project Management Institute February 2009 - Present
The Florida Aquarium February 2012 - February 2014
Wells Fargo May 2010 - July 2013
Citi April 2009 - May 2010
JP Morgan May 2006 - April 2009
Nielsen Media Research June 2005 - May 2006
Metropolitan Life Insurance Company December 2002 - June 2005
Skills
Financial Reporting, Banking, Financial Modeling, Project Planning, PMP, Strategy, Strategic Financial..., Business Strategy, Strategic Planning, Market Research, Essbase, Process Improvement, Risk Management, Project Portfolio..., Budgets, Financial Analysis, Credit, Leadership, Analysis, Management, Portfolio Management, Analytics, Finance, Project Management, Outsourcing, Financial Services, Vendor Management, Financial Risk, Financial Planning
Education
University of Tampa - John H. Sykes College of Business 2004 — 2009
MBA, Finance / Marketing
University of South Florida 2001 — 2003
Bachelor of Science, Finance
Newport News Apprentice School 1993 — 1997
Technical - Electronics / Electrical Engineering, Mathematics, Physics, Metallurgy, Strength of Materials, AC / DC Theory, etc.
Quantico High School 1991 — 1993
Wells Fargo August 2013 - Present
The Color Wheelz September 2014 - Present
Project Management Institute of Tampa Bay April 2009 - Present
Project Management Institute February 2009 - Present
The Florida Aquarium February 2012 - February 2014
Wells Fargo May 2010 - July 2013
Citi April 2009 - May 2010
JP Morgan May 2006 - April 2009
Nielsen Media Research June 2005 - May 2006
Metropolitan Life Insurance Company December 2002 - June 2005
Skills
Financial Reporting, Banking, Financial Modeling, Project Planning, PMP, Strategy, Strategic Financial..., Business Strategy, Strategic Planning, Market Research, Essbase, Process Improvement, Risk Management, Project Portfolio..., Budgets, Financial Analysis, Credit, Leadership, Analysis, Management, Portfolio Management, Analytics, Finance, Project Management, Outsourcing, Financial Services, Vendor Management, Financial Risk, Financial Planning
Education
University of Tampa - John H. Sykes College of Business 2004 — 2009
MBA, Finance / Marketing
University of South Florida 2001 — 2003
Bachelor of Science, Finance
Newport News Apprentice School 1993 — 1997
Technical - Electronics / Electrical Engineering, Mathematics, Physics, Metallurgy, Strength of Materials, AC / DC Theory, etc.
Quantico High School 1991 — 1993
Kirkpatrick MacDonald Kirkpatrick MacDonald's J.P. Morgan Experience 1973 - 1975
Job Real Estate Investment Banker
Industry Real Estate
Experience
MacDonald & Cie 1976 - Present
The Preserve at Park City September 1997 - Present
Museum of American Finance May 2011 - Present
George Washington National Bank 1985 - 1990
JP Morgan 1973 - 1975
Consulting Partners 1971 - 1973
Lehman Brothers 1969 - 1971
Skills
Real Estate, Management, Start-ups, Strategic Planning, Investments, Business Strategy, Negotiation, Due Diligence, Mergers, Finance, Public Speaking, Private Equity, Marketing Strategy, Research, Team Building, Market Research, International Relations, Asset Managment, Spanish, Lifestyle Coaching, Cognitive Psychology, Corporate Finance
Education
HEI, University of Geneva 1964 — 1969
International Relations, Economics & Law
University of Oxford 1962 — 1964
M.A., Politics, Philosophy & Economics
Yale University 1958 — 1962
B.Sc., Industrial Administration
The Thacher School 1954 — 1958
Hillsborough 1946 — 1954
MacDonald & Cie 1976 - Present
The Preserve at Park City September 1997 - Present
Museum of American Finance May 2011 - Present
George Washington National Bank 1985 - 1990
JP Morgan 1973 - 1975
Consulting Partners 1971 - 1973
Lehman Brothers 1969 - 1971
Skills
Real Estate, Management, Start-ups, Strategic Planning, Investments, Business Strategy, Negotiation, Due Diligence, Mergers, Finance, Public Speaking, Private Equity, Marketing Strategy, Research, Team Building, Market Research, International Relations, Asset Managment, Spanish, Lifestyle Coaching, Cognitive Psychology, Corporate Finance
Education
HEI, University of Geneva 1964 — 1969
International Relations, Economics & Law
University of Oxford 1962 — 1964
M.A., Politics, Philosophy & Economics
Yale University 1958 — 1962
B.Sc., Industrial Administration
The Thacher School 1954 — 1958
Hillsborough 1946 — 1954
Mary Therese Krall Pilling's J.P. Morgan Experience 2002 - 2005
Job IT Business Management Retired
Industry Information Technology and Services
Experience
Morgan Stanley May 2010 - April 2012
JPMorgan 2007 - 2009
JPMorgan Chase 2005 - 2007
JP Morgan 2002 - 2005
Skills
Outsourcing, Program Management, Project Management, Business Analysis, IT Business Management, Risk Management, Financial Analysis, Financial Modeling, Financial Reporting, Telecommunications, IT Management, IT Transformation, IT Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Communication, Collaboration, Managed Services, Organizational Design, Goal Oriented, IT Infrastructure..., Data Privacy, Vendor Management, Business Case, Financial Services, Strategy, Project Planning, Management Consulting, Business Process..., Information Technology, Management, PMO, Project Portfolio..., Infrastructure, Budgets, Mergers & Acquisitions, Portfolio Management, Business Strategy, Executive Management, Banking, Forecasting, Business Transformation
Education
New York School of Interior Design 2009 — 2015
Certificate in Basic Interior Design, Interior Design, 3.96 GPA
YogaWorks 2013 — 2013
Graduate of the Yoga Alliance approved YogaWorks intensive 200-hour Teacher Training program., Yoga Teacher Training/Yoga Therapy
University of Pennsylvania
BS, Economics, Finance
University of Pennsylvania - The Wharton School
Morgan Stanley May 2010 - April 2012
JPMorgan 2007 - 2009
JPMorgan Chase 2005 - 2007
JP Morgan 2002 - 2005
Skills
Outsourcing, Program Management, Project Management, Business Analysis, IT Business Management, Risk Management, Financial Analysis, Financial Modeling, Financial Reporting, Telecommunications, IT Management, IT Transformation, IT Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Communication, Collaboration, Managed Services, Organizational Design, Goal Oriented, IT Infrastructure..., Data Privacy, Vendor Management, Business Case, Financial Services, Strategy, Project Planning, Management Consulting, Business Process..., Information Technology, Management, PMO, Project Portfolio..., Infrastructure, Budgets, Mergers & Acquisitions, Portfolio Management, Business Strategy, Executive Management, Banking, Forecasting, Business Transformation
Education
New York School of Interior Design 2009 — 2015
Certificate in Basic Interior Design, Interior Design, 3.96 GPA
YogaWorks 2013 — 2013
Graduate of the Yoga Alliance approved YogaWorks intensive 200-hour Teacher Training program., Yoga Teacher Training/Yoga Therapy
University of Pennsylvania
BS, Economics, Finance
University of Pennsylvania - The Wharton School
Chris Belchamber's J.P. Morgan Experience 1989 - 1997
Job President at CB Investment Management, Registered Investment Advisor, Investor and trader with over 25 years experience
Industry Investment Management
Experience
CB Investment Management 2003 - Present
JP Morgan 1989 - 1997
Skills
Investment Advisory, Asset Management, Asset Allocation, Investments, Investment Strategies, Economics, Portfolio Management, Wealth Management, Trading, Financial Markets, Derivatives, Investment Management, Securities, Bonds, Asset Managment, Small Business, Hedge Funds, Alternative Investments, Entrepreneurship
Education
University of Oxford 1977 — 1980
MA, Math
CB Investment Management 2003 - Present
JP Morgan 1989 - 1997
Skills
Investment Advisory, Asset Management, Asset Allocation, Investments, Investment Strategies, Economics, Portfolio Management, Wealth Management, Trading, Financial Markets, Derivatives, Investment Management, Securities, Bonds, Asset Managment, Small Business, Hedge Funds, Alternative Investments, Entrepreneurship
Education
University of Oxford 1977 — 1980
MA, Math
Stephen Haskin Stephen Haskin's J.P. Morgan Experience June 2008 - July 2009
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners February 2015 - Present
Macquarie Group August 2011 - November 2013
JP Morgan June 2008 - July 2009
Bear Stearns June 1995 - May 2008
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
University of Richmond 1983 — 1987
BA, History
Guggenheim Partners February 2015 - Present
Macquarie Group August 2011 - November 2013
JP Morgan June 2008 - July 2009
Bear Stearns June 1995 - May 2008
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
University of Richmond 1983 — 1987
BA, History
Andrew Sobolta's J.P. Morgan Experience March 2007 - February 2011
Job Product Support Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs November 2013 - Present
UBS Investment Bank March 2011 - Present
JP Morgan March 2007 - February 2011
Nets Basketball May 2006 - March 2007
Skills
Sales, Securities Lending, Public Speaking, Presentations, Cold Calling, Securities, Fixed Income, Negotiation, Bloomberg, Investment Banking, Networking, Financial Modeling, Trading, Investments, Trading Systems, Prime Brokerage, Banking, Equities, Hedge Funds, Market Research
Education
University of Rhode Island 2002 — 2006
Bachelor of Arts (BA), Communication and Media Studies
Goldman Sachs November 2013 - Present
UBS Investment Bank March 2011 - Present
JP Morgan March 2007 - February 2011
Nets Basketball May 2006 - March 2007
Skills
Sales, Securities Lending, Public Speaking, Presentations, Cold Calling, Securities, Fixed Income, Negotiation, Bloomberg, Investment Banking, Networking, Financial Modeling, Trading, Investments, Trading Systems, Prime Brokerage, Banking, Equities, Hedge Funds, Market Research
Education
University of Rhode Island 2002 — 2006
Bachelor of Arts (BA), Communication and Media Studies
Mario Ramos Mario Ramos's J.P. Morgan Experience April 2007 - July 2012
Job SVP, CVS Health and President & COO of Drogaria Onofre / CVS Health Brazil
Industry Retail
Experience
CVS Health November 2013 - Present
Patria Investimentos July 2012 - July 2013
JP Morgan April 2007 - July 2012
Lehman Brothers April 2000 - March 2007
JP Morgan Chase 1996 - 2000
Skills
Management, Operations Management, Leadership, Online Retail, E-commerce, Retail, Internal Controls, Financial Reporting, Private Equity, E-commerce SEO, Mergers & Acquisitions, Corporate Finance, Capital Markets, Finance, Equity Capital Markets, Due Diligence, Investment Banking, Financial Markets, Mergers, M&A execution, Buy-side, IPO, Sell Side, Divestitures, Deal Execution, Transaction Origination, Oil, Loans, Carve-outs, M&A Advisory Services, M&A analysis, International M&A, Selling Businesses, Fairness Opinions, Capital Markets Advisory, Deal Origination, Cross-border M&A, Follow-on Offerings, Convertible Securities, Credit Risk, Pharmaceutical Industry
Education
The College of William and Mary 1994 — 1996
MBA, Finance
University of Richmond 1989 — 1993
BA, Economics
CVS Health November 2013 - Present
Patria Investimentos July 2012 - July 2013
JP Morgan April 2007 - July 2012
Lehman Brothers April 2000 - March 2007
JP Morgan Chase 1996 - 2000
Skills
Management, Operations Management, Leadership, Online Retail, E-commerce, Retail, Internal Controls, Financial Reporting, Private Equity, E-commerce SEO, Mergers & Acquisitions, Corporate Finance, Capital Markets, Finance, Equity Capital Markets, Due Diligence, Investment Banking, Financial Markets, Mergers, M&A execution, Buy-side, IPO, Sell Side, Divestitures, Deal Execution, Transaction Origination, Oil, Loans, Carve-outs, M&A Advisory Services, M&A analysis, International M&A, Selling Businesses, Fairness Opinions, Capital Markets Advisory, Deal Origination, Cross-border M&A, Follow-on Offerings, Convertible Securities, Credit Risk, Pharmaceutical Industry
Education
The College of William and Mary 1994 — 1996
MBA, Finance
University of Richmond 1989 — 1993
BA, Economics
Sam Holliday's J.P. Morgan Experience June 2009 - March 2012
Job Healthcare Technology Executive with Provider, Payer & Pharma Experience
Industry Information Technology and Services
Experience
Everyday Health Inc. August 2015 - Present
Everyday Health Inc. June 2014 - Present
Everyday Health December 2013 - June 2014
HIMSS June 2013 - December 2013
Greenway Medical Technologies April 2013 - December 2013
Greenway Medical Technologies March 2012 - April 2013
JP Morgan June 2009 - March 2012
JPMorgan June 2008 - August 2008
Accenture July 2001 - July 2007
Skills
Healthcare Information..., Strategy, Pharmaceutical Industry, Informatics, Healthcare, Financial Modeling, Strategic Planning, Management Consulting, Market Research, EHR, Program Management, Valuation, Healthcare Industry, Leadership, EMR, Due Diligence, Consulting, Corporate Development, Investment Banking, CRO, Clinical Research, Project Portfolio..., Mergers & Acquisitions, Healthcare Management, Healthcare Consulting, Corporate Finance, IPO, M&A experience, Software Implementation, Medical Technology, Product Development, Quality Measures, Patient-Centered..., Accountable Care, Medication Adherence, Patient Education, Care Coordination, Healthcare IT, Process Consulting, Pharmaceuticals, Pharmaceutical..., Healthcare Technology, M&A due diligence, Contract Manufacturing, Product Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Healthcare Management, Finance
University of Pennsylvania 1997 — 2001
BSE, Chemical Engineering
Moorestown High School 1993 — 1997
Everyday Health Inc. August 2015 - Present
Everyday Health Inc. June 2014 - Present
Everyday Health December 2013 - June 2014
HIMSS June 2013 - December 2013
Greenway Medical Technologies April 2013 - December 2013
Greenway Medical Technologies March 2012 - April 2013
JP Morgan June 2009 - March 2012
JPMorgan June 2008 - August 2008
Accenture July 2001 - July 2007
Skills
Healthcare Information..., Strategy, Pharmaceutical Industry, Informatics, Healthcare, Financial Modeling, Strategic Planning, Management Consulting, Market Research, EHR, Program Management, Valuation, Healthcare Industry, Leadership, EMR, Due Diligence, Consulting, Corporate Development, Investment Banking, CRO, Clinical Research, Project Portfolio..., Mergers & Acquisitions, Healthcare Management, Healthcare Consulting, Corporate Finance, IPO, M&A experience, Software Implementation, Medical Technology, Product Development, Quality Measures, Patient-Centered..., Accountable Care, Medication Adherence, Patient Education, Care Coordination, Healthcare IT, Process Consulting, Pharmaceuticals, Pharmaceutical..., Healthcare Technology, M&A due diligence, Contract Manufacturing, Product Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Healthcare Management, Finance
University of Pennsylvania 1997 — 2001
BSE, Chemical Engineering
Moorestown High School 1993 — 1997
Matthew Roggenburg's J.P. Morgan Experience July 1997 - July 2007
Job Managing Director, Debt Strategies at PNC Capital Markets LLC
Industry Financial Services
Experience
PNC Capital Markets LLC November 2013 - Present
Cityview Capital Solutions, LLC October 2008 - November 2013
UBS Securities July 2007 - June 2008
JP Morgan July 1997 - July 2007
J.P. Morgan Securities Inc 1997 - 2007
Goldman Sachs August 1989 - July 1997
Connie Lee Insurance Company/Sallie Mae May 1987 - June 1989
S&B Insurance Services March 1984 - May 1987
Coopers & Lybrand August 1983 - March 1984
Skills
Capital Markets, Derivatives, Bonds, Risk Management, Securities, Financial Structuring, Structured Finance, Swaps, Finance, Financial Services, Management, Fixed Income, Investment Banking
Education
University of Pennsylvania 1979 — 1983
BS Economics, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science (BS), Economics/Finance
PNC Capital Markets LLC November 2013 - Present
Cityview Capital Solutions, LLC October 2008 - November 2013
UBS Securities July 2007 - June 2008
JP Morgan July 1997 - July 2007
J.P. Morgan Securities Inc 1997 - 2007
Goldman Sachs August 1989 - July 1997
Connie Lee Insurance Company/Sallie Mae May 1987 - June 1989
S&B Insurance Services March 1984 - May 1987
Coopers & Lybrand August 1983 - March 1984
Skills
Capital Markets, Derivatives, Bonds, Risk Management, Securities, Financial Structuring, Structured Finance, Swaps, Finance, Financial Services, Management, Fixed Income, Investment Banking
Education
University of Pennsylvania 1979 — 1983
BS Economics, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
Bachelor of Science (BS), Economics/Finance
Joanna Harwood Joanna Harwood's J.P. Morgan Experience December 2008 - 2012
Job Margin Analyst at JP Morgan
Industry Financial Services
Experience
JP Morgan December 2008 - 2012
Bear Stearns June 2006 - December 2007
Citigroup Investment Services 2000 - 2004
Skills
Equities, Derivatives, Series 7, Series 24, Series 63
Education
Peter Kump Culinary School
USC
Communications, Psychology
JP Morgan December 2008 - 2012
Bear Stearns June 2006 - December 2007
Citigroup Investment Services 2000 - 2004
Skills
Equities, Derivatives, Series 7, Series 24, Series 63
Education
Peter Kump Culinary School
USC
Communications, Psychology
Bonnie Hyde Bonnie Hyde's J.P. Morgan Experience October 1990 - Present
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan Chase 2003 - Present
JP Morgan Chase October 1990 - Present
JP Morgan October 1990 - Present
JPMorgan Chase 1990 - Present
JPMorganChase 1990 - Present
Chase 1990 - Present
Chase Manhattan Corporation 1993 - 2003
Skills
Banking, Risk Management, Leadership, Credit Cards, Strategy, Credit, AML, Loans, Change Management, Operations Management, Management, Microsoft Excel, Financial Risk, Call Centers, Securities, Process Improvement, Customer Service, Relationship Management, Treasury Services, Mortgage Banking, Investment Banking, Business Analysis, MIS, Financial Services, Strategic Planning, Financial Reporting, Vendor Management, SDLC, Business Development, Operational Risk, Time Management, Treasury Management, Portfolio Management, Cash Management, Account Reconciliation, Forecasting, Financial Analysis, Requirements Analysis, Debit Cards, Call Center
Education
University of Phoenix 2003 — 2008
Rock Hill High School 1969 — 1971
JP Morgan Chase 2003 - Present
JP Morgan Chase October 1990 - Present
JP Morgan October 1990 - Present
JPMorgan Chase 1990 - Present
JPMorganChase 1990 - Present
Chase 1990 - Present
Chase Manhattan Corporation 1993 - 2003
Skills
Banking, Risk Management, Leadership, Credit Cards, Strategy, Credit, AML, Loans, Change Management, Operations Management, Management, Microsoft Excel, Financial Risk, Call Centers, Securities, Process Improvement, Customer Service, Relationship Management, Treasury Services, Mortgage Banking, Investment Banking, Business Analysis, MIS, Financial Services, Strategic Planning, Financial Reporting, Vendor Management, SDLC, Business Development, Operational Risk, Time Management, Treasury Management, Portfolio Management, Cash Management, Account Reconciliation, Forecasting, Financial Analysis, Requirements Analysis, Debit Cards, Call Center
Education
University of Phoenix 2003 — 2008
Rock Hill High School 1969 — 1971
Walter Olfson Walter Olfson's J.P. Morgan Experience January 2004 - December 2008
Job Director of Program Management at Solutran
Industry Information Technology and Services
Experience
Solutran February 2015 - Present
Xerox January 2009 - February 2015
JP Morgan January 2004 - December 2008
Citigroup February 1984 - December 2003
Skills
Program Management, Change Management, Project Management, CRM, Management, Strategic Planning, Operations Management, Vendor Management, Contract Negotiation, Business Analysis, Leadership, SDLC, Risk Management, Software Project..., Business Process..., Requirements Analysis, Data Reconciliation, Disaster Recovery, RFP, Government Proposals, P & L Ownership, Biometrics, Analysis, IT Strategy, Training, Process Improvement, Integration, PMO, Project Portfolio..., Outsourcing, Business Process, Cross-functional Team..., Governance, Requirements Gathering, Call Centers, Business Intelligence, Waterfalls, IT Management, Budgets, Financial Services, Resource Management, Visio, Business Requirements, ITIL, Agile Project Management, MS Project, IT Service Management, Enterprise Architecture, Professional Services, SharePoint
Education
University of South Florida 1977 — 1981
BA, Political Science
Solutran February 2015 - Present
Xerox January 2009 - February 2015
JP Morgan January 2004 - December 2008
Citigroup February 1984 - December 2003
Skills
Program Management, Change Management, Project Management, CRM, Management, Strategic Planning, Operations Management, Vendor Management, Contract Negotiation, Business Analysis, Leadership, SDLC, Risk Management, Software Project..., Business Process..., Requirements Analysis, Data Reconciliation, Disaster Recovery, RFP, Government Proposals, P & L Ownership, Biometrics, Analysis, IT Strategy, Training, Process Improvement, Integration, PMO, Project Portfolio..., Outsourcing, Business Process, Cross-functional Team..., Governance, Requirements Gathering, Call Centers, Business Intelligence, Waterfalls, IT Management, Budgets, Financial Services, Resource Management, Visio, Business Requirements, ITIL, Agile Project Management, MS Project, IT Service Management, Enterprise Architecture, Professional Services, SharePoint
Education
University of South Florida 1977 — 1981
BA, Political Science
Robert Osieski Robert Osieski's J.P. Morgan Experience January 1984 - Present
Job Managing Director at JP Morgan
Industry Banking
Experience
JP Morgan January 1984 - Present
JPMorgan Chase 1984 - Present
JPMorgan 1984 - Present
US Navy June 1978 - December 1983
Skills
Hedge Funds, Investments, Risk Management, Fixed Income, Valuation, Private Equity, Corporate Finance, Capital Markets, Investment Banking, Emerging Markets, Mergers & Acquisitions, Venture Capital, Management, Asset Management, Trading, Portfolio Management, Due Diligence, Derivatives, Equities, Financial Modeling, Financial Services, Structured Finance, Financial Structuring
Education
University of Rochester 1973 — 1978
BA/MBA, Political Science/Finance
University of Rochester - Simon Business School 1973 — 1978
BA/MBA, Political Science/Finance
JP Morgan January 1984 - Present
JPMorgan Chase 1984 - Present
JPMorgan 1984 - Present
US Navy June 1978 - December 1983
Skills
Hedge Funds, Investments, Risk Management, Fixed Income, Valuation, Private Equity, Corporate Finance, Capital Markets, Investment Banking, Emerging Markets, Mergers & Acquisitions, Venture Capital, Management, Asset Management, Trading, Portfolio Management, Due Diligence, Derivatives, Equities, Financial Modeling, Financial Services, Structured Finance, Financial Structuring
Education
University of Rochester 1973 — 1978
BA/MBA, Political Science/Finance
University of Rochester - Simon Business School 1973 — 1978
BA/MBA, Political Science/Finance
Adrian Rodrigues's J.P. Morgan Experience June 2009 - August 2009
Job North America Sales and Distribution at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management July 2013 - Present
Morgan Stanley Wealth Management June 2012 - July 2013
Morgan Stanley Wealth Management June 2010 - June 2012
JP Morgan June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Education
Williams College
BA, English
Oxford University
Morgan Stanley Investment Management July 2013 - Present
Morgan Stanley Wealth Management June 2012 - July 2013
Morgan Stanley Wealth Management June 2010 - June 2012
JP Morgan June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Education
Williams College
BA, English
Oxford University
Maryellen Reilly Lamb Maryellen Reilly Lamb's J.P. Morgan Experience January 2003 - November 2004
Job Deputy Vice Dean, Admissions, Financial Aid & Career Management at The Wharton School
Industry Higher Education
Experience
The Wharton School August 2013 - Present
Wakefield Managed Futures Strategy Fund, Ltd. May 2012 - Present
The Wharton School August 2011 - August 2013
The Wharton School July 2006 - July 2011
The Vanguard Group November 2004 - June 2006
JP Morgan January 2003 - November 2004
Capital Group January 2001 - December 2002
Merrill Lynch Investment Managers 1996 - 2000
Commodities Corporation 1993 - 1996
Skills
Investments, Investment Banking, Banking, Investment Management, Equities
Education
University of Scranton 1985 — 1989
BA
The Wharton School August 2013 - Present
Wakefield Managed Futures Strategy Fund, Ltd. May 2012 - Present
The Wharton School August 2011 - August 2013
The Wharton School July 2006 - July 2011
The Vanguard Group November 2004 - June 2006
JP Morgan January 2003 - November 2004
Capital Group January 2001 - December 2002
Merrill Lynch Investment Managers 1996 - 2000
Commodities Corporation 1993 - 1996
Skills
Investments, Investment Banking, Banking, Investment Management, Equities
Education
University of Scranton 1985 — 1989
BA
Dennis Badlyans Dennis Badlyans's J.P. Morgan Experience May 2013 - Present
Job Latin America Local Markets at J.P. Morgan
Industry Financial Services
Experience
J.P Morgan May 2013 - Present
J.P. Morgan May 2010 - May 2013
J.P. Morgan January 2008 - May 2010
Southeast Corporate Credit Union 2006 - 2007
Education
Florida State University 2003 — 2006
Master of Science (MS), Mathematics
University of Southern California 1999 — 2002
Bachelor's degree, Mathematics
J.P Morgan May 2013 - Present
J.P. Morgan May 2010 - May 2013
J.P. Morgan January 2008 - May 2010
Southeast Corporate Credit Union 2006 - 2007
Education
Florida State University 2003 — 2006
Master of Science (MS), Mathematics
University of Southern California 1999 — 2002
Bachelor's degree, Mathematics
Yan Mogilyansky Yan Mogilyansky's J.P. Morgan Experience 1999 - 2008
Job Event Driven Trading
Industry Financial Services
Experience
Spectra Financial Group 2012 - Present
CIBC World Markets 2011 - 2012
Sycamore Capital 2008 - 2011
JP Morgan 1999 - 2008
Education
Wharton School, University of Pennsylvania 1995 — 1999
BSE, Finance
University of Pennsylvania - The Wharton School 1994 — 1999
bachelor of science, Finance
Spectra Financial Group 2012 - Present
CIBC World Markets 2011 - 2012
Sycamore Capital 2008 - 2011
JP Morgan 1999 - 2008
Education
Wharton School, University of Pennsylvania 1995 — 1999
BSE, Finance
University of Pennsylvania - The Wharton School 1994 — 1999
bachelor of science, Finance
Chris Hickerson Chris Hickerson's J.P. Morgan Experience June 2010 - August 2010
Job Business Analyst at Sure Power Consulting
Industry Utilities
Experience
Sure Power Consulting March 2014 - Present
Dominion Partners, LLC July 2013 - October 2013
Asset Management Consulting Service December 2012 - April 2013
Teaching International Relations Program January 2009 - April 2011
JP Morgan June 2010 - August 2010
California Public Interest Research Group September 2008 - December 2008
Skills
Research, Marketing, Financial Analysis, Sales, Social Media, Microsoft Office, PowerPoint, Financial Modeling
Education
University of Southern California 2008 — 2011
BA, International Relations Global Business
Ocean View
Sure Power Consulting March 2014 - Present
Dominion Partners, LLC July 2013 - October 2013
Asset Management Consulting Service December 2012 - April 2013
Teaching International Relations Program January 2009 - April 2011
JP Morgan June 2010 - August 2010
California Public Interest Research Group September 2008 - December 2008
Skills
Research, Marketing, Financial Analysis, Sales, Social Media, Microsoft Office, PowerPoint, Financial Modeling
Education
University of Southern California 2008 — 2011
BA, International Relations Global Business
Ocean View
Andrew Crofton Andrew Crofton's J.P. Morgan Experience March 2011 - April 2013
Job Senior Wealth Manager at BNY Mellon
Industry Capital Markets
Experience
BNY Mellon Wealth Management October 2014 - Present
U.S. Trust May 2013 - June 2014
JP Morgan March 2011 - April 2013
First New York Securities June 1998 - November 2010
Education
University of Pennsylvania 1992 — 1996
BA, Economics
Canterbury
BNY Mellon Wealth Management October 2014 - Present
U.S. Trust May 2013 - June 2014
JP Morgan March 2011 - April 2013
First New York Securities June 1998 - November 2010
Education
University of Pennsylvania 1992 — 1996
BA, Economics
Canterbury
Denise Higgins, CFA Denise Higgins, CFA's J.P. Morgan Experience 1993 - 1999
Job Senior Vice President and Client Portfolio Manager at ING Investment Management
Industry Investment Management
Experience
ING Investment Management November 2010 - Present
MacKay Shields 1999 - 2009
JP Morgan 1993 - 1999
Lord Abbett 1982 - 1993
Skills
Asset Allocation, Portfolio Management, Equities, Asset Management, Investments, Public Speaking, Financial Services, Investment Management, Management, Mutual Funds, Financial Advisory, Equity Research, Asset Managment, Financial Analysis, Fixed Income, Capital Markets, Private Equity, Alternative Investments, Due Diligence, Investment Banking, Investment Strategies, Securities, Series 7
Education
College of Mount Saint Vincent
BA, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
ING Investment Management November 2010 - Present
MacKay Shields 1999 - 2009
JP Morgan 1993 - 1999
Lord Abbett 1982 - 1993
Skills
Asset Allocation, Portfolio Management, Equities, Asset Management, Investments, Public Speaking, Financial Services, Investment Management, Management, Mutual Funds, Financial Advisory, Equity Research, Asset Managment, Financial Analysis, Fixed Income, Capital Markets, Private Equity, Alternative Investments, Due Diligence, Investment Banking, Investment Strategies, Securities, Series 7
Education
College of Mount Saint Vincent
BA, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Mark Wittleder Mark Wittleder's J.P. Morgan Experience July 1985 - March 1999
Job Principal Founder, Glenmark Group LLC Infrastructure/Project/Corporate Finance Advisory & Private Equity
Industry Financial Services
Experience
Glenmark Group LLC April 1999 - Present
JP Morgan July 1985 - March 1999
Education
Georgetown University - School of Foreign Service
BSFS, Intl. Economics - Foreign Service
University of Pennsylvania - The Wharton School
MBA, Intl. Finance and Management
Glenmark Group LLC April 1999 - Present
JP Morgan July 1985 - March 1999
Education
Georgetown University - School of Foreign Service
BSFS, Intl. Economics - Foreign Service
University of Pennsylvania - The Wharton School
MBA, Intl. Finance and Management
Owain Morgan's J.P. Morgan Experience August 1999 - October 2002
Job JPMorgan Chase & Co.
Industry Investment Management
Experience
JPMorgan Chase & Co. April 2015 - Present
Tiger Bay Advisors, LLC April 2012 - April 2015
Bridgewater Associates May 2010 - March 2011
Rohatyn Group, The October 2002 - April 2010
JP Morgan August 1999 - October 2002
JP Morgan April 1998 - August 1999
JP Morgan January 1997 - March 1998
JP Morgan February 1995 - March 1998
JP Morgan September 1993 - January 1995
JP Morgan February 1993 - August 1993
Skills
Hedge Funds, Alternative Investments, Investment Banking, Asset Management, Trading, Operations Management, Investments, Fundraising, Due Diligence, Operational Due..., Asset Managment, Risk Management, Private Equity, Valuation, Portfolio Management, Fixed Income, Emerging Markets, Derivatives
Education
University of Oxford 1989 — 1992
Master's Degree, Physics
JPMorgan Chase & Co. April 2015 - Present
Tiger Bay Advisors, LLC April 2012 - April 2015
Bridgewater Associates May 2010 - March 2011
Rohatyn Group, The October 2002 - April 2010
JP Morgan August 1999 - October 2002
JP Morgan April 1998 - August 1999
JP Morgan January 1997 - March 1998
JP Morgan February 1995 - March 1998
JP Morgan September 1993 - January 1995
JP Morgan February 1993 - August 1993
Skills
Hedge Funds, Alternative Investments, Investment Banking, Asset Management, Trading, Operations Management, Investments, Fundraising, Due Diligence, Operational Due..., Asset Managment, Risk Management, Private Equity, Valuation, Portfolio Management, Fixed Income, Emerging Markets, Derivatives
Education
University of Oxford 1989 — 1992
Master's Degree, Physics
Brian Velesbir's J.P. Morgan Experience January 2011 - March 2013
Job Risk Management Associate at Gerald Metals
Industry Financial Services
Experience
Gerald Metals November 2014 - Present
ORIX USA Corporation March 2013 - October 2014
JP Morgan January 2011 - March 2013
Wedbush Securities February 2010 - August 2010
Skills
Series 7, Series 63, Portfolio Management, Hedge Funds, Investments, Fixed Income, Mutual Funds, Derivatives, Trading, Asset Allocation, Finance, Private Equity, Retirement Planning, Options, Alternative Investments, Equities, Bloomberg
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts and Science
Darien High School 2001 — 2005
Gerald Metals November 2014 - Present
ORIX USA Corporation March 2013 - October 2014
JP Morgan January 2011 - March 2013
Wedbush Securities February 2010 - August 2010
Skills
Series 7, Series 63, Portfolio Management, Hedge Funds, Investments, Fixed Income, Mutual Funds, Derivatives, Trading, Asset Allocation, Finance, Private Equity, Retirement Planning, Options, Alternative Investments, Equities, Bloomberg
Education
University of Rhode Island 2005 — 2009
Bachelor of Arts and Science
Darien High School 2001 — 2005
Harrison Spry Harrison Spry's J.P. Morgan Experience June 2008 - March 2009
Job Business Development, Client Services & Investor Relations
Industry Financial Services
Experience
Primary Insight, LLC April 2009 - April 2013
JP Morgan June 2008 - March 2009
Bear Stearns August 2007 - June 2008
Hood Law Firm June 2006 - August 2006
South Carolina Federal District Court August 2005 - December 2005
IMG August 2003 - June 2004
Skills
Mergers, Financial Modeling, Due Diligence, Private Equity, Valuation, Hedge Funds, Investments, Business Strategy, Corporate Finance
Education
University of South Carolina School of Law 2004 — 2006
JD, Law
Washington and Lee University 1999 — 2003
BA, Journalism & Mass Communications, Concentration in Art History
Episcopal High School 1996 — 1997
Primary Insight, LLC April 2009 - April 2013
JP Morgan June 2008 - March 2009
Bear Stearns August 2007 - June 2008
Hood Law Firm June 2006 - August 2006
South Carolina Federal District Court August 2005 - December 2005
IMG August 2003 - June 2004
Skills
Mergers, Financial Modeling, Due Diligence, Private Equity, Valuation, Hedge Funds, Investments, Business Strategy, Corporate Finance
Education
University of South Carolina School of Law 2004 — 2006
JD, Law
Washington and Lee University 1999 — 2003
BA, Journalism & Mass Communications, Concentration in Art History
Episcopal High School 1996 — 1997
Nick Rosato Nick Rosato's J.P. Morgan Experience May 2014 - Present
Job Head of North America Equity Research at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
JP Morgan June 2008 - May 2014
Bear Stearns 2007 - 2008
Prudential Equity Group 1993 - 2007
Skills
Equities, Equity Research, Series 7, Investments, Valuation, Series 63, Asset Managment, Securities, Portfolio Management, Private Equity, Bloomberg
Education
University of Rhode Island - College of Business Administration 1987 — 1991
BS - Finance
J.P. Morgan May 2014 - Present
JP Morgan June 2008 - May 2014
Bear Stearns 2007 - 2008
Prudential Equity Group 1993 - 2007
Skills
Equities, Equity Research, Series 7, Investments, Valuation, Series 63, Asset Managment, Securities, Portfolio Management, Private Equity, Bloomberg
Education
University of Rhode Island - College of Business Administration 1987 — 1991
BS - Finance
Nicole L Puente Griffin's J.P. Morgan Experience March 2002 - October 2004
Job Team Manager for JP Morgan Chase Retail Fraud Hotline
Industry Financial Services
Experience
JP Morgan Chase January 2006 - Present
JPMorgan Chase October 2004 - January 2006
JP Morgan March 2002 - October 2004
JPMorgan Chase May 2001 - March 2002
WebLink Wireless March 2000 - May 2001
TeleService Resources for American Airlines July 1998 - March 2000
TeleService Resources for American Airlines August 1997 - July 1998
Skills
Call Centers, Project Management, Troubleshooting
Education
University of Phoenix 2008 — 2009
Business Communications
South San Antonio High School 1993 — 1997
High School Diploma
JP Morgan Chase January 2006 - Present
JPMorgan Chase October 2004 - January 2006
JP Morgan March 2002 - October 2004
JPMorgan Chase May 2001 - March 2002
WebLink Wireless March 2000 - May 2001
TeleService Resources for American Airlines July 1998 - March 2000
TeleService Resources for American Airlines August 1997 - July 1998
Skills
Call Centers, Project Management, Troubleshooting
Education
University of Phoenix 2008 — 2009
Business Communications
South San Antonio High School 1993 — 1997
High School Diploma
Michelle Wattana Michelle Wattana's J.P. Morgan Experience June 2007 - August 2007
Job 20th Century Fox
Industry Entertainment
Experience
20th Century Fox Film July 2014 - Present
William Morris Endeavor September 2011 - July 2014
Houlihan Lokey June 2009 - August 2011
JP Morgan June 2007 - August 2007
Smith Barney 2006 - 2006
Skills
Investment Banking, Restructuring
Education
University of Pennsylvania 2005 — 2009
20th Century Fox Film July 2014 - Present
William Morris Endeavor September 2011 - July 2014
Houlihan Lokey June 2009 - August 2011
JP Morgan June 2007 - August 2007
Smith Barney 2006 - 2006
Skills
Investment Banking, Restructuring
Education
University of Pennsylvania 2005 — 2009
Dora Matheidesz's J.P. Morgan Experience July 2007 - March 2013
Job VP of Business Development at Doorman
Industry Internet
Experience
Doorman September 2014 - Present
Coffee Meets Bagel January 2014 - April 2014
JP Morgan July 2007 - March 2013
Skills
Investments, Valuation, Investment Banking, Finance, Financial Modeling, Negotiation, Manage Client..., Due Diligence, Pricing Analysis, Capital Markets, Marketing, Content Development, Email Marketing, Strategic Partnerships, Social Media Marketing, Business Development, Bloomberg
Education
University of Pennsylvania 2003 — 2007
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Economics (Finance & Real Estate)
Doorman September 2014 - Present
Coffee Meets Bagel January 2014 - April 2014
JP Morgan July 2007 - March 2013
Skills
Investments, Valuation, Investment Banking, Finance, Financial Modeling, Negotiation, Manage Client..., Due Diligence, Pricing Analysis, Capital Markets, Marketing, Content Development, Email Marketing, Strategic Partnerships, Social Media Marketing, Business Development, Bloomberg
Education
University of Pennsylvania 2003 — 2007
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Economics (Finance & Real Estate)
Amanda Burr Amanda Burr's J.P. Morgan Experience September 1995 - June 1998
Job Vice President, Research Administration
Industry Financial Services
Experience
D.A. Davidson & Co. January 2003 - Present
Associated Securities Corp. May 2002 - December 2002
JP Morgan September 1995 - June 1998
Horwath Clark Whitehill May 1989 - September 1995
Skills
Series 7, Series 24, Series 87, Series 63, General Securities..., Supervisory Experience, Copy Editing, General Securities...
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2002
Bachelor's Degree, Finance
D.A. Davidson & Co. January 2003 - Present
Associated Securities Corp. May 2002 - December 2002
JP Morgan September 1995 - June 1998
Horwath Clark Whitehill May 1989 - September 1995
Skills
Series 7, Series 24, Series 87, Series 63, General Securities..., Supervisory Experience, Copy Editing, General Securities...
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2002
Bachelor's Degree, Finance
Jennifer Guarino Jennifer Guarino's J.P. Morgan Experience December 2010 - April 2013
Job Relationship Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
JP Morgan December 2010 - April 2013
The Bank of New York Mellon Wealth Management June 2007 - December 2010
Skills
Investments, Wealth, Investment Management, Financial Advisory, Equities, CRM, Private Equity, Mutual Funds, Asset Management, Portfolio Management, Fixed Income, Alternative Investments, Asset Allocation, Banking, Financial Analysis
Education
Villanova University 2008 — 2011
MBA
University of Pittsburgh 2003 — 2007
Bachelor of Science, Business Administration; Marketing & Finance
CB West 2000 — 2003
Finance and Financial Management Services
Credit Suisse April 2013 - Present
JP Morgan December 2010 - April 2013
The Bank of New York Mellon Wealth Management June 2007 - December 2010
Skills
Investments, Wealth, Investment Management, Financial Advisory, Equities, CRM, Private Equity, Mutual Funds, Asset Management, Portfolio Management, Fixed Income, Alternative Investments, Asset Allocation, Banking, Financial Analysis
Education
Villanova University 2008 — 2011
MBA
University of Pittsburgh 2003 — 2007
Bachelor of Science, Business Administration; Marketing & Finance
CB West 2000 — 2003
Finance and Financial Management Services
Audrey Pahmer Kent Audrey Pahmer Kent's J.P. Morgan Experience June 2007 - August 2007
Job Vice President at Wells Fargo Principal Investments
Industry Financial Services
Experience
Wells Fargo Securities August 2009 - Present
Michel Dyens & Co. June 2008 - August 2008
JP Morgan June 2007 - August 2007
Skills
High Yield, Financial Modeling, Investment Banking, Corporate Credit, Derivatives, Fixed Income, Portfolio Management, Investments, Credit Analysis, Capital Markets
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Finance, Management; Minor in Music
Wells Fargo Securities August 2009 - Present
Michel Dyens & Co. June 2008 - August 2008
JP Morgan June 2007 - August 2007
Skills
High Yield, Financial Modeling, Investment Banking, Corporate Credit, Derivatives, Fixed Income, Portfolio Management, Investments, Credit Analysis, Capital Markets
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science, Finance, Management; Minor in Music
C. Peter Croonquist C. Peter Croonquist's J.P. Morgan Experience 1990 - 1993
Job Sr. Vice President/ Wealth Management AWMA℠
Industry Financial Services
Experience
Janney Montgomery Scott March 2000 - Present
Salomon Smith Barney 1995 - 2000
UBS 1993 - 1995
JP Morgan 1990 - 1993
Woznak Options 1989 - 1990
Skills
Retirement Planning, Wealth Management, Financial Planning, Bonds, Strategic Financial..., Mutual Funds, Financial Planners, Wealth Management..., Fixed Annuities, Financial Services, Retirement, Financial Advisory, Equities, Insurance, Investment Strategies, Asset Management, Investment Advisory, Series 7, Finance, IRAs, Asset Allocation, Estate Planning, FINRA, 401k, Fixed Income, Securities, Alternative Investments, ETFs, Uniform Combined State..., Series 63, Strategy, Series 65, Investments, Portfolio Management, Investment Management, Series 24, Separately Managed..., High Net Worth..., Variable Annuities, Equity Trading, Wealth, Bloomberg, Trust Services, Capital Markets, Long-term Care, Stocks, Hedge Funds
Education
The Wharton School/ College for Financial Planning 2006 — 2007
University of Scranton 1985 — 1989
BS, Economics and Finance
Janney Montgomery Scott March 2000 - Present
Salomon Smith Barney 1995 - 2000
UBS 1993 - 1995
JP Morgan 1990 - 1993
Woznak Options 1989 - 1990
Skills
Retirement Planning, Wealth Management, Financial Planning, Bonds, Strategic Financial..., Mutual Funds, Financial Planners, Wealth Management..., Fixed Annuities, Financial Services, Retirement, Financial Advisory, Equities, Insurance, Investment Strategies, Asset Management, Investment Advisory, Series 7, Finance, IRAs, Asset Allocation, Estate Planning, FINRA, 401k, Fixed Income, Securities, Alternative Investments, ETFs, Uniform Combined State..., Series 63, Strategy, Series 65, Investments, Portfolio Management, Investment Management, Series 24, Separately Managed..., High Net Worth..., Variable Annuities, Equity Trading, Wealth, Bloomberg, Trust Services, Capital Markets, Long-term Care, Stocks, Hedge Funds
Education
The Wharton School/ College for Financial Planning 2006 — 2007
University of Scranton 1985 — 1989
BS, Economics and Finance
Yigit Sitki Oskay Yigit Sitki Oskay's J.P. Morgan Experience June 2010 - August 2010
Job Investment Banking Associate Industrials
Industry Financial Services
Experience
Nomura Securities April 2015 - Present
Nomura Securities June 2012 - March 2015
Nomura Securities May 2011 - August 2011
JP Morgan June 2010 - August 2010
Is Investment June 2009 - August 2009
Is Investment July 2008 - August 2008
Inovent June 2008 - July 2008
Skills
Venture Capital, Investment Banking
Education
University of Pennsylvania 2007 — 2012
Bachelor of Science (B.Sc.), Economics and Financial Systems Engineering
The Koc School 2003 — 2007
International Baccalaureate
Nomura Securities April 2015 - Present
Nomura Securities June 2012 - March 2015
Nomura Securities May 2011 - August 2011
JP Morgan June 2010 - August 2010
Is Investment June 2009 - August 2009
Is Investment July 2008 - August 2008
Inovent June 2008 - July 2008
Skills
Venture Capital, Investment Banking
Education
University of Pennsylvania 2007 — 2012
Bachelor of Science (B.Sc.), Economics and Financial Systems Engineering
The Koc School 2003 — 2007
International Baccalaureate
Joe Triarsi Joe Triarsi's J.P. Morgan Experience May 2008 - Present
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan May 2008 - Present
Bear Stearns 1995 - 2008
Education
University of Rhode Island 1987 — 1991
JP Morgan May 2008 - Present
Bear Stearns 1995 - 2008
Education
University of Rhode Island 1987 — 1991
Kaan Erenler Kaan Erenler's J.P. Morgan Experience 1997 - 1999
Job Vice President at Nomura
Industry Financial Services
Experience
Nomura 2008 - Present
Lehman Brothers 2005 - 2008
Sindex Financial Systems 1999 - 2005
JP Morgan 1997 - 1999
Lazard 1994 - 1997
JYACC 1992 - 1994
Skills
Sybase, Credit Risk, Fixed Income, Market Risk, Equities, Java, Unix, Project Management, Program Management, Information Technology, IMM, IRB, Basel 3, CRD IV, Economic Capital, Collateral, Budget, Virtual Teams, Client Service, Informatica, Perl, J2EE, Risk Architecture, Financial Services, Capital Markets, Financial Risk, Investment Banking
Education
University of Pennsylvania
Bachelor of Science and Engineering, Systems Science and Engineering
Nomura 2008 - Present
Lehman Brothers 2005 - 2008
Sindex Financial Systems 1999 - 2005
JP Morgan 1997 - 1999
Lazard 1994 - 1997
JYACC 1992 - 1994
Skills
Sybase, Credit Risk, Fixed Income, Market Risk, Equities, Java, Unix, Project Management, Program Management, Information Technology, IMM, IRB, Basel 3, CRD IV, Economic Capital, Collateral, Budget, Virtual Teams, Client Service, Informatica, Perl, J2EE, Risk Architecture, Financial Services, Capital Markets, Financial Risk, Investment Banking
Education
University of Pennsylvania
Bachelor of Science and Engineering, Systems Science and Engineering
Vernon Johnson Vernon Johnson's J.P. Morgan Experience August 2008 - December 2009
Job Sales professional and apartment leasing consultant
Industry Real Estate
Experience
Homescout Realty February 2013 - Present
The Aramex Group December 2012 - Present
Spirits Enterprises Ltd August 2012 - Present
K.L.E.O. Community Family Life Center August 2012 - Present
Cogent Communications June 2011 - July 2012
COUNTRY ® Financial October 2010 - June 2011
JP Morgan Chase & NSPCC January 2010 - October 2010
JP Morgan August 2008 - December 2009
JP Morgan Chase May 2005 - August 2008
INSURE ONE January 2002 - May 2003
Skills
Telecommunications, Sales Management, New Business Development, Direct Sales, Account Management, B2B, Banking, Building Relationships, Business Development, CRM, Coaching, Cold Calling, Customer Service, Data Center, Entrepreneurship, Finance, Insurance, Leadership, Management, Marketing, Marketing Strategy, Negotiation, Networking, Nonprofits, Project Management, Project Planning, Sales, Sales Operations, Sales Process, Salesforce.com, Selling, Small Business, Social Media Marketing, Social Networking, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Team Leadership, Time Management, Training
Education
East West University 1992 — 1994
Business Administration
Emil G.Hirsch Metropolitan 1986 — 1990
University of Phoenix
Associate's degree, Business, Management, Marketing, and Related Support Services, 3.4
Homescout Realty February 2013 - Present
The Aramex Group December 2012 - Present
Spirits Enterprises Ltd August 2012 - Present
K.L.E.O. Community Family Life Center August 2012 - Present
Cogent Communications June 2011 - July 2012
COUNTRY ® Financial October 2010 - June 2011
JP Morgan Chase & NSPCC January 2010 - October 2010
JP Morgan August 2008 - December 2009
JP Morgan Chase May 2005 - August 2008
INSURE ONE January 2002 - May 2003
Skills
Telecommunications, Sales Management, New Business Development, Direct Sales, Account Management, B2B, Banking, Building Relationships, Business Development, CRM, Coaching, Cold Calling, Customer Service, Data Center, Entrepreneurship, Finance, Insurance, Leadership, Management, Marketing, Marketing Strategy, Negotiation, Networking, Nonprofits, Project Management, Project Planning, Sales, Sales Operations, Sales Process, Salesforce.com, Selling, Small Business, Social Media Marketing, Social Networking, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Team Leadership, Time Management, Training
Education
East West University 1992 — 1994
Business Administration
Emil G.Hirsch Metropolitan 1986 — 1990
University of Phoenix
Associate's degree, Business, Management, Marketing, and Related Support Services, 3.4
Jenne Frisby Houle Jenne Frisby Houle's J.P. Morgan Experience May 2008 - Present
Job Product Development: Vice President JP Morgan Prime Broker Services
Industry Financial Services
Experience
JP Morgan May 2008 - Present
Bear Stearns July 1998 - May 2008
Salomon Brothers 1997 - 1998
Education
University of South Florida 1992 — 1996
Bachelor of Science Degree, Majored in Finance and Management Information Systems
JP Morgan May 2008 - Present
Bear Stearns July 1998 - May 2008
Salomon Brothers 1997 - 1998
Education
University of South Florida 1992 — 1996
Bachelor of Science Degree, Majored in Finance and Management Information Systems
Basia Fabian Basia Fabian's J.P. Morgan Experience May 1998 - September 2000
Job Director of Web Analytics at Ralph Lauren
Industry Retail
Experience
Ralph Lauren December 2012 - Present
Barnes&Noble.com October 2006 - December 2012
Barnes & Noble.com April 2001 - December 2004
JP Morgan May 1998 - September 2000
Price Waterhouse November 1995 - April 1998
Skills
Business Intelligence, Data Warehousing, Databases, Web Analytics, E-commerce, Data Analysis, SQL, ETL, Segmentation, Oracle, Microstrategy, Integration, Unix, Management, Marketing, Product Development, Social Media, Multi-channel Marketing, Customer Insight, Tableau, Predictive Analytics, Digital Marketing, Affiliate Marketing, Analytics, Requirements Gathering, Google Analytics, Sales, Data Mining, Unix Shell Scripting, Performance Tuning, Omniture, Customer Satisfaction, Marketing Research, Competitive Analysis, Analysis, Business Analytics
Education
University of Pennsylvania 1991 — 1995
BA, Economics/Psychology
Ralph Lauren December 2012 - Present
Barnes&Noble.com October 2006 - December 2012
Barnes & Noble.com April 2001 - December 2004
JP Morgan May 1998 - September 2000
Price Waterhouse November 1995 - April 1998
Skills
Business Intelligence, Data Warehousing, Databases, Web Analytics, E-commerce, Data Analysis, SQL, ETL, Segmentation, Oracle, Microstrategy, Integration, Unix, Management, Marketing, Product Development, Social Media, Multi-channel Marketing, Customer Insight, Tableau, Predictive Analytics, Digital Marketing, Affiliate Marketing, Analytics, Requirements Gathering, Google Analytics, Sales, Data Mining, Unix Shell Scripting, Performance Tuning, Omniture, Customer Satisfaction, Marketing Research, Competitive Analysis, Analysis, Business Analytics
Education
University of Pennsylvania 1991 — 1995
BA, Economics/Psychology
Corinne Topper Corinne Topper's J.P. Morgan Experience 1997 - 1999
Job Associate Director of Annual Giving at Franklin & Marshall College
Industry Museums and Institutions
Experience
Franklin & Marshall College May 2015 - Present
Hillwood Estate Museum and Gardens February 2013 - April 2015
Susquehanna Art Museum 2006 - September 2009
Lancaster Investment in a Vibrant Economy 2005 - 2006
Demuth Foundation 1999 - 2004
JP Morgan 1997 - 1999
Education
University of Pennsylvania 2000 — 2002
MGA, Government Administration, Non-profit Administration
Wake Forest University 1993 — 1997
BA, Art History, minor French
Manheim Township High School
Franklin & Marshall College May 2015 - Present
Hillwood Estate Museum and Gardens February 2013 - April 2015
Susquehanna Art Museum 2006 - September 2009
Lancaster Investment in a Vibrant Economy 2005 - 2006
Demuth Foundation 1999 - 2004
JP Morgan 1997 - 1999
Education
University of Pennsylvania 2000 — 2002
MGA, Government Administration, Non-profit Administration
Wake Forest University 1993 — 1997
BA, Art History, minor French
Manheim Township High School
Alona Cochran Alona Cochran's J.P. Morgan Experience 1998 - 2006
Job Office Manager at Dolby Family Ventures
Industry Venture Capital & Private Equity
Experience
Dolby Family Ventures April 2014 - Present
Levensohn Venture Partners April 2006 - Present
The Presidio Group LLC January 2011 - July 2011
JP Morgan 1998 - 2006
Pacific Crest Securities and ThinkEquity 2001 - 2005
OffRoad Capital 1999 - 2000
Hyatt Hotels & Resorts 1990 - 1995
Skills
Hospitality, Customer Service, Event Management, Administrative..., Business Development, Microsoft Excel, Event Planning, Management, Social Networking, Microsoft Office, Public Relations, Business Strategy, Marketing, Time Management, Hotels, Microsoft Word, PowerPoint, Outlook, Hospitality Industry, Research, Recruiting, Social Media, Tourism, Employee Relations, Human Resources, Leadership, Budgets, Meeting Planning, Food & Beverage, Private Equity, Administrative...
Education
University of San Francisco 1986 — 1989
Bachelor's of Science, Business Management
Kodiak High School 1983 — 1986
Dolby Family Ventures April 2014 - Present
Levensohn Venture Partners April 2006 - Present
The Presidio Group LLC January 2011 - July 2011
JP Morgan 1998 - 2006
Pacific Crest Securities and ThinkEquity 2001 - 2005
OffRoad Capital 1999 - 2000
Hyatt Hotels & Resorts 1990 - 1995
Skills
Hospitality, Customer Service, Event Management, Administrative..., Business Development, Microsoft Excel, Event Planning, Management, Social Networking, Microsoft Office, Public Relations, Business Strategy, Marketing, Time Management, Hotels, Microsoft Word, PowerPoint, Outlook, Hospitality Industry, Research, Recruiting, Social Media, Tourism, Employee Relations, Human Resources, Leadership, Budgets, Meeting Planning, Food & Beverage, Private Equity, Administrative...
Education
University of San Francisco 1986 — 1989
Bachelor's of Science, Business Management
Kodiak High School 1983 — 1986
Elizabeth Volynsky Elizabeth Volynsky's J.P. Morgan Experience August 2010 - September 2013
Job Oil Research Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
JP Morgan August 2010 - September 2013
JP Morgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Economics, Hedge Funds, Valuation, Financial Modeling, Investments, Financial Analysis, Data Analysis, Microsoft Excel
Education
University of Pennsylvania 2006 — 2010
BS, Wharton School - Economics
Pikesville High School 2002 — 2006
Morgan Stanley October 2013 - Present
JP Morgan August 2010 - September 2013
JP Morgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Economics, Hedge Funds, Valuation, Financial Modeling, Investments, Financial Analysis, Data Analysis, Microsoft Excel
Education
University of Pennsylvania 2006 — 2010
BS, Wharton School - Economics
Pikesville High School 2002 — 2006
Greg Chiampou's J.P. Morgan Experience 1988 - 1996
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2014 - Present
Contango Capital Advisors 2007 - 2012
Telegraph Hill Advisory 2000 - 2007
Heights Capital Management 1997 - 2000
JP Morgan 1988 - 1996
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Dartmouth College
Bachelor of Arts (B.A.), Mathematics and Anthropology
Wells Fargo 2014 - Present
Contango Capital Advisors 2007 - 2012
Telegraph Hill Advisory 2000 - 2007
Heights Capital Management 1997 - 2000
JP Morgan 1988 - 1996
Education
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Dartmouth College
Bachelor of Arts (B.A.), Mathematics and Anthropology
Cyril Malak's J.P. Morgan Experience 1999 - 2002
Job
Industry Investment Management
Experience
Putnam Investments September 2002 - November 2008
JP Morgan 1999 - 2002
The MAC Group/Gemini Consulting 1992 - 1997
Energy Security Analysis, Inc. (ESAI) 1991 - 1992
Skills
Equities, Equity Research, Investments, Valuation, Financial Modeling, Fundamental Analysis, Business Strategy, Project Management, Market Research, Industrial Sector, Bloomberg, Investment Banking, Mergers & Acquisitions, Management Consulting, Hedge Funds, Due Diligence, Financial Analysis, Emerging Markets, Investment Management, Portfolio Management, Alternative Investments, Asset Management, Equity Valuation, Finance, Private Equity, Financial Services, Strategy, Mutual Funds, DCF, Asset Allocation, Fixed Income, Derivatives, Investment Strategies, Options, High Yield
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Pennsylvania 1986 — 1990
BA, Economics and Political Science
Putnam Investments September 2002 - November 2008
JP Morgan 1999 - 2002
The MAC Group/Gemini Consulting 1992 - 1997
Energy Security Analysis, Inc. (ESAI) 1991 - 1992
Skills
Equities, Equity Research, Investments, Valuation, Financial Modeling, Fundamental Analysis, Business Strategy, Project Management, Market Research, Industrial Sector, Bloomberg, Investment Banking, Mergers & Acquisitions, Management Consulting, Hedge Funds, Due Diligence, Financial Analysis, Emerging Markets, Investment Management, Portfolio Management, Alternative Investments, Asset Management, Equity Valuation, Finance, Private Equity, Financial Services, Strategy, Mutual Funds, DCF, Asset Allocation, Fixed Income, Derivatives, Investment Strategies, Options, High Yield
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Pennsylvania 1986 — 1990
BA, Economics and Political Science
Richard Kormondy's J.P. Morgan Experience October 2004 - April 2005
Job
Industry Information Technology and Services
Experience
Smartsource Technical Staffing June 2010 - December 2012
Syniverse Technologies August 2006 - April 2007
J.P Morgan October 2004 - April 2005
Verizon Data Services April 1999 - November 2004
Network Administration September 1996 - January 1999
Education
University of Phoenix 2011 — 2013
AAIT
United Electronics Institute 1991 — 1992
AS
Smartsource Technical Staffing June 2010 - December 2012
Syniverse Technologies August 2006 - April 2007
J.P Morgan October 2004 - April 2005
Verizon Data Services April 1999 - November 2004
Network Administration September 1996 - January 1999
Education
University of Phoenix 2011 — 2013
AAIT
United Electronics Institute 1991 — 1992
AS
Craig Henick's J.P. Morgan Experience August 2001 - February 2003
Job Managing Director at Napier Park Global Capital
Industry Financial Services
Experience
Napier Park Global Capital March 2013 - Present
Citigroup February 2003 - March 2013
JP Morgan August 2001 - February 2003
Lehman Brothers June 1996 - August 2001
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics / Marketing
Cold Spring Harbor High School 1988 — 1992
Napier Park Global Capital March 2013 - Present
Citigroup February 2003 - March 2013
JP Morgan August 2001 - February 2003
Lehman Brothers June 1996 - August 2001
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics / Marketing
Cold Spring Harbor High School 1988 — 1992
Glenn Chen's J.P. Morgan Experience 2001 - 2002
Job ERSO Financial Services Analyst
Industry Accounting
Experience
UC Berkeley August 2008 - Present
RBC Dain Rauscher February 2002 - November 2007
JP Morgan 2001 - 2002
Hambrecht and Quist 1995 - 2002
Hambrecht & Quist 1995 - 1996
Skills
Securities, Investments, Equities, Series 7, Capital Markets, Portfolio Management, Trading, Investment Banking, Financial Markets, Financial Modeling, Financial Services, Finance, Private Equity, Valuation, Hedge Funds, Bloomberg
Education
University of Oregon 1990 — 1995
Bachelor of Science (BS), Behaviorial Psychology and Business Administration
Henry M. Gunn High school 1987 — 1990
UC Berkeley August 2008 - Present
RBC Dain Rauscher February 2002 - November 2007
JP Morgan 2001 - 2002
Hambrecht and Quist 1995 - 2002
Hambrecht & Quist 1995 - 1996
Skills
Securities, Investments, Equities, Series 7, Capital Markets, Portfolio Management, Trading, Investment Banking, Financial Markets, Financial Modeling, Financial Services, Finance, Private Equity, Valuation, Hedge Funds, Bloomberg
Education
University of Oregon 1990 — 1995
Bachelor of Science (BS), Behaviorial Psychology and Business Administration
Henry M. Gunn High school 1987 — 1990
Ben Holtz, CFA's J.P. Morgan Experience June 2005 - August 2005
Job Analyst at Starwood Real Estate Securities
Industry Investment Management
Experience
Starwood Real Estate Securities May 2013 - Present
Urdang Securities Management June 2006 - April 2013
JP Morgan June 2005 - August 2005
Delaware Investments May 2004 - August 2004
Skills
Valuation, Financial Modeling, Investments, Asset Managment, Portfolio Management, Equity Research, Equities, Capital Markets, Due Diligence, Financial Analysis, Bloomberg, Securities, Fixed Income, Real Estate, Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate Economics, Real Estate Private..., Asset Management
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance, Legal Studies
Starwood Real Estate Securities May 2013 - Present
Urdang Securities Management June 2006 - April 2013
JP Morgan June 2005 - August 2005
Delaware Investments May 2004 - August 2004
Skills
Valuation, Financial Modeling, Investments, Asset Managment, Portfolio Management, Equity Research, Equities, Capital Markets, Due Diligence, Financial Analysis, Bloomberg, Securities, Fixed Income, Real Estate, Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Real Estate Economics, Real Estate Private..., Asset Management
Education
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance, Legal Studies
Mark Annett's J.P. Morgan Experience May 2000 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JP Morgan May 2000 - Present
J.P. Morgan January 1998 - May 2000
Skills
Capital Markets, Software Project..., Project Management, Change Management, IT Strategy, Banking, Trading
Education
Timaru Boys High School
University of Otago
BComm/BA, Accounting/Economics
JP Morgan May 2000 - Present
J.P. Morgan January 1998 - May 2000
Skills
Capital Markets, Software Project..., Project Management, Change Management, IT Strategy, Banking, Trading
Education
Timaru Boys High School
University of Otago
BComm/BA, Accounting/Economics
Gregory Miklos's J.P. Morgan Experience July 1996 - November 2000
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
LeapFrog Systems Boston & North Carolina April 2007 - Present
Blue Cross Blue Shield of North Carolina - BCBSNC November 2004 - April 2007
WSI Miklos Solutions Ltd. January 2003 - November 2004
Morgan Stanley Dean Witter June 2002 - January 2003
Deutsche Bank November 2000 - April 2002
JP Morgan July 1996 - November 2000
Goldman Sachs June 1989 - July 1996
Skills
Agile Project Management, Business Analysis, Financial Services, Integration, MS Project, Management, PMO, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., Requirements Analysis, SDLC, Software Project..., Team Leadership, Vendor Management, Web Applications, Requirements Gathering, Testing
Education
University of Pennsylvania - The Wharton School 1985 — 1989
University of Pennsylvania - The Wharton School
LeapFrog Systems Boston & North Carolina April 2007 - Present
Blue Cross Blue Shield of North Carolina - BCBSNC November 2004 - April 2007
WSI Miklos Solutions Ltd. January 2003 - November 2004
Morgan Stanley Dean Witter June 2002 - January 2003
Deutsche Bank November 2000 - April 2002
JP Morgan July 1996 - November 2000
Goldman Sachs June 1989 - July 1996
Skills
Agile Project Management, Business Analysis, Financial Services, Integration, MS Project, Management, PMO, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., Requirements Analysis, SDLC, Software Project..., Team Leadership, Vendor Management, Web Applications, Requirements Gathering, Testing
Education
University of Pennsylvania - The Wharton School 1985 — 1989
University of Pennsylvania - The Wharton School
Idelle Aliyeva's J.P. Morgan Experience February 2010 - Present
Job VP, Implementations Manager
Industry Computer Software
Experience
JP Morgan February 2010 - Present
Skills
Agile Methodologies, Business Analysis, Requirements Analysis, SQL, Vendor Management, User Acceptance Testing, Integration, Business Intelligence, Software Project..., Scrum, Process Improvement, SDLC, XML, Software Development, Quality Center, Oracle
Education
University of San Francisco 1999 — 2003
Bachelor's degree, Management Information Systems, General
JP Morgan February 2010 - Present
Skills
Agile Methodologies, Business Analysis, Requirements Analysis, SQL, Vendor Management, User Acceptance Testing, Integration, Business Intelligence, Software Project..., Scrum, Process Improvement, SDLC, XML, Software Development, Quality Center, Oracle
Education
University of San Francisco 1999 — 2003
Bachelor's degree, Management Information Systems, General
Leslie Freed's J.P. Morgan Experience April 2010 - August 2011
Job Product Manager Ratings Enterprise Risk Management at Standard and Poor's
Industry Financial Services
Experience
Standard and Poor's October 2011 - Present
JP Morgan April 2010 - August 2011
Promenos Consulting Group March 2009 - March 2010
MasterCard Worldwide November 1999 - January 2008
American Express September 1996 - November 1999
American Express August 1991 - September 1996
Skills
Product Management, Financial Services, ERP, Sales, Business Development, Strategy, Credit Cards, Negotiation, Payments, Product Development, Start-ups, Operations Management, Banking, Project Management, Management, Enterprise Software, Account Management, Relationship Management, Contract Negotiation, Team Leadership, Leadership, Budgets, New Business Development, Credit
Education
University of Phoenix 1985 — 1987
Standard and Poor's October 2011 - Present
JP Morgan April 2010 - August 2011
Promenos Consulting Group March 2009 - March 2010
MasterCard Worldwide November 1999 - January 2008
American Express September 1996 - November 1999
American Express August 1991 - September 1996
Skills
Product Management, Financial Services, ERP, Sales, Business Development, Strategy, Credit Cards, Negotiation, Payments, Product Development, Start-ups, Operations Management, Banking, Project Management, Management, Enterprise Software, Account Management, Relationship Management, Contract Negotiation, Team Leadership, Leadership, Budgets, New Business Development, Credit
Education
University of Phoenix 1985 — 1987
Susanne Barkan's J.P. Morgan Experience 1993 - 1995
Job Executive Director, JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase February 2010 - Present
JPMorgan Chase June 2008 - February 2010
Standard & Poor's April 1995 - May 2008
JP Morgan 1993 - 1995
Bankers Trust Company 1987 - 1993
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Marketing, International Business
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Economics, Finance
JPMorgan Chase January 2014 - Present
JPMorgan Chase February 2010 - Present
JPMorgan Chase June 2008 - February 2010
Standard & Poor's April 1995 - May 2008
JP Morgan 1993 - 1995
Bankers Trust Company 1987 - 1993
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Marketing, International Business
University of Pennsylvania - The Wharton School 1983 — 1987
B.S. Economics, Finance
Steven Hespelt's J.P. Morgan Experience 2008 - July 2009
Job Senior Software/Application/Systems Developer
Industry Information Technology and Services
Experience
JP Morgan 2008 - July 2009
Bear Stearns 2000 - 2008
Open Systems Technologies 2006 - 2007
Opensite 1999 - 2000
Imonics 1995 - 1997
Carolina Power and Light 1992 - 1995
University of Rochester June 1985 - August 1992
Skills
Program Management, Unix, Risk Management, Trading Systems, C++, Derivatives, Software Design, Java
Education
University of Rochester 1982 — 1989
JP Morgan 2008 - July 2009
Bear Stearns 2000 - 2008
Open Systems Technologies 2006 - 2007
Opensite 1999 - 2000
Imonics 1995 - 1997
Carolina Power and Light 1992 - 1995
University of Rochester June 1985 - August 1992
Skills
Program Management, Unix, Risk Management, Trading Systems, C++, Derivatives, Software Design, Java
Education
University of Rochester 1982 — 1989
Peter Hirsh's J.P. Morgan Experience March 1997 - April 1999
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock May 1999 - Present
JP Morgan March 1997 - April 1999
Price Waterhouse August 1994 - March 1997
Skills
Alternative Investments, Fixed Income, Swaps, Asset Management, Private Equity, CLO, Structured Products, Marketing Communications, Client Service
Education
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Wharton School, University of Pennsylvania 1990 — 1994
Bachelor of Science (B.S.), Economics
BlackRock May 1999 - Present
JP Morgan March 1997 - April 1999
Price Waterhouse August 1994 - March 1997
Skills
Alternative Investments, Fixed Income, Swaps, Asset Management, Private Equity, CLO, Structured Products, Marketing Communications, Client Service
Education
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Wharton School, University of Pennsylvania 1990 — 1994
Bachelor of Science (B.S.), Economics
Andrew Louw's J.P. Morgan Experience July 2014 - Present
Job JPMorgan
Industry Banking
Experience
J.P. Morgan July 2014 - Present
JP Morgan June 2008 - July 2014
Bear Stearns July 2003 - June 2008
ERisk December 2000 - July 2003
PricewaterhouseCoopers August 1999 - December 2000
Education
University of Pennsylvania 1995 — 1999
BS, BA, Finance, Biochemistry
J.P. Morgan July 2014 - Present
JP Morgan June 2008 - July 2014
Bear Stearns July 2003 - June 2008
ERisk December 2000 - July 2003
PricewaterhouseCoopers August 1999 - December 2000
Education
University of Pennsylvania 1995 — 1999
BS, BA, Finance, Biochemistry
Tony Cotrupe's J.P. Morgan Experience July 1996 - September 2001
Job Managing Director, Meliora Advisors, LLC
Industry Financial Services
Experience
Meliora Advisors, LLC October 2008 - Present
Paramax Corporation June 2006 - October 2008
Huron Consulting Group August 2003 - May 2006
JP Morgan July 1996 - September 2001
Chemical Bank/ Chemical Securities, Inc. April 1994 - July 1996
Ernst & Young May 1989 - April 1994
Skills
Business Valuation, Valuation, Financial Advisory, Investment Banking, Financial Services, Divestitures, Consulting, Corporate Finance, Mergers, Financial Modeling, Due Diligence, Financial Analysis, Mergers & Acquisitions, Investments, Strategic Planning, Finance, Start-ups, Strategy, Restructuring, Emerging Markets, LBO, Structured Finance, Private Equity, Acquisitions, Venture Capital, Funding
Education
University of Rochester - Simon Business School 1986 — 1988
MBA, Finance, Economics
University of Rochester 1982 — 1986
BA, Political Science
Meliora Advisors, LLC October 2008 - Present
Paramax Corporation June 2006 - October 2008
Huron Consulting Group August 2003 - May 2006
JP Morgan July 1996 - September 2001
Chemical Bank/ Chemical Securities, Inc. April 1994 - July 1996
Ernst & Young May 1989 - April 1994
Skills
Business Valuation, Valuation, Financial Advisory, Investment Banking, Financial Services, Divestitures, Consulting, Corporate Finance, Mergers, Financial Modeling, Due Diligence, Financial Analysis, Mergers & Acquisitions, Investments, Strategic Planning, Finance, Start-ups, Strategy, Restructuring, Emerging Markets, LBO, Structured Finance, Private Equity, Acquisitions, Venture Capital, Funding
Education
University of Rochester - Simon Business School 1986 — 1988
MBA, Finance, Economics
University of Rochester 1982 — 1986
BA, Political Science
Katherine Hudson's J.P. Morgan Experience December 2008 - February 2011
Job Vice President of ePayments
Industry Financial Services
Experience
Paymetric, Inc. February 2014 - Present
GlobalCollect May 2012 - February 2014
CRE February 2011 - May 2012
JP Morgan December 2008 - February 2011
Skills
Payments, Credit Cards, Strategic Partnerships, Electronic Payments, Payment Card Processing, Sales, Credit, E-payments, Relationship Management, Portfolio Management, Merchant Services, Account Management, Banking, Salesforce.com, Payment Systems, ACH, Financial Services, Strategy, Vendor Management, Debit Cards, PCI DSS, Sales Management, Product Management, Mobile Payments, E-commerce, Customer Acquisition, Executive Management, Payment Gateways, Business Development, Cards, Gift Cards, Acquiring, Payment Services, Transaction Processing, Selling, B2B, CRM, Sales Process, Customer Retention, Lead Generation, Competitive Analysis, Solution Selling, Start-ups
Education
University of South Carolina-Columbia
BA
Paymetric, Inc. February 2014 - Present
GlobalCollect May 2012 - February 2014
CRE February 2011 - May 2012
JP Morgan December 2008 - February 2011
Skills
Payments, Credit Cards, Strategic Partnerships, Electronic Payments, Payment Card Processing, Sales, Credit, E-payments, Relationship Management, Portfolio Management, Merchant Services, Account Management, Banking, Salesforce.com, Payment Systems, ACH, Financial Services, Strategy, Vendor Management, Debit Cards, PCI DSS, Sales Management, Product Management, Mobile Payments, E-commerce, Customer Acquisition, Executive Management, Payment Gateways, Business Development, Cards, Gift Cards, Acquiring, Payment Services, Transaction Processing, Selling, B2B, CRM, Sales Process, Customer Retention, Lead Generation, Competitive Analysis, Solution Selling, Start-ups
Education
University of South Carolina-Columbia
BA
Carlos DeJesus's J.P. Morgan Experience October 2009 - February 2013
Job Banker
Industry Financial Services
Experience
HSBC Private Bank August 2015 - Present
DeJesus Training August 2001 - Present
Wells Fargo February 2013 - November 2014
JP Morgan October 2009 - February 2013
Merrill Lynch October 2008 - February 2009
JP Morgan May 2008 - October 2008
Laidlaw & Company November 2007 - May 2008
First Republic Group June 2007 - November 2007
Equinox Fitness February 2005 - March 2007
Skills
Equities, Portfolio Management, Series 7, Series 63, Securities, Investments, Finance, Banking, Wealth Management, Financial Services, Financial Analysis, Mutual Funds
Education
University of South Carolina - Darla Moore School of Business 2009 — 2010
MBA, Finance
Western Connecticut State University 2001 — 2005
BA, psychology
HSBC Private Bank August 2015 - Present
DeJesus Training August 2001 - Present
Wells Fargo February 2013 - November 2014
JP Morgan October 2009 - February 2013
Merrill Lynch October 2008 - February 2009
JP Morgan May 2008 - October 2008
Laidlaw & Company November 2007 - May 2008
First Republic Group June 2007 - November 2007
Equinox Fitness February 2005 - March 2007
Skills
Equities, Portfolio Management, Series 7, Series 63, Securities, Investments, Finance, Banking, Wealth Management, Financial Services, Financial Analysis, Mutual Funds
Education
University of South Carolina - Darla Moore School of Business 2009 — 2010
MBA, Finance
Western Connecticut State University 2001 — 2005
BA, psychology
Andrew L. Shipley, CFA's J.P. Morgan Experience May 2008 - August 2008
Job Global Investment Specialist, Vice President at J.P.Morgan Private Bank
Industry Financial Services
Experience
J.P.Morgan Private Bank September 2009 - Present
Darden School September 2007 - May 2009
JP Morgan May 2008 - August 2008
HJ Heinz 2003 - 2007
Parker/Hunter 2002 - 2003
Sovereign Bank 2000 - 2000
Education
University of Virginia Darden School of Business 2007 — 2009
MBA
CFA Institute 2004 — 2007
CFA, Chartered Financial Analyst Charterholder
University of Pittsburgh 1998 — 2002
BSBA, Business - Finance
FIAF
FIAF
Springfield high
J.P.Morgan Private Bank September 2009 - Present
Darden School September 2007 - May 2009
JP Morgan May 2008 - August 2008
HJ Heinz 2003 - 2007
Parker/Hunter 2002 - 2003
Sovereign Bank 2000 - 2000
Education
University of Virginia Darden School of Business 2007 — 2009
MBA
CFA Institute 2004 — 2007
CFA, Chartered Financial Analyst Charterholder
University of Pittsburgh 1998 — 2002
BSBA, Business - Finance
FIAF
FIAF
Springfield high
Melanie Kier's J.P. Morgan Experience May 2008 - August 2008
Job Research Study Assistant in Breast Cancer Medicine
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center January 2011 - April 2012
Griffin Hospital September 2010 - December 2010
Goldman Sachs June 2009 - August 2009
JP Morgan May 2008 - August 2008
United Technologies Corporation - Sikorsky Aircraft May 2007 - July 2007
Education
University of Pennsylvania School of Medicine 2012 — 2016
Doctor of Medicine (M.D.)
Yale University 2006 — 2010
Bachelor of Arts (B.A.)
Memorial Sloan-Kettering Cancer Center January 2011 - April 2012
Griffin Hospital September 2010 - December 2010
Goldman Sachs June 2009 - August 2009
JP Morgan May 2008 - August 2008
United Technologies Corporation - Sikorsky Aircraft May 2007 - July 2007
Education
University of Pennsylvania School of Medicine 2012 — 2016
Doctor of Medicine (M.D.)
Yale University 2006 — 2010
Bachelor of Arts (B.A.)
Vincent Centanni's J.P. Morgan Experience August 1994 - March 1996
Job Technology Lead at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Post Right Business Center December 2008 - December 2013
Bank of America May 2011 - July 2013
Wachovia May 2004 - October 2011
Keane (Formerly CyLogix, Inc) March 2000 - May 2004
The Chase Manhattan Bank June 1999 - March 2000
Morgan Stanley March 1996 - June 1999
JP Morgan August 1994 - March 1996
Paine Webber March 1991 - March 1994
ReadQ Systems January 1990 - March 1991
Skills
SDLC, Business Analysis
Education
University of Pittsburgh 1986 — 1990
BS, Computer Science
Westwood High School
Wells Fargo Securities July 2013 - Present
Post Right Business Center December 2008 - December 2013
Bank of America May 2011 - July 2013
Wachovia May 2004 - October 2011
Keane (Formerly CyLogix, Inc) March 2000 - May 2004
The Chase Manhattan Bank June 1999 - March 2000
Morgan Stanley March 1996 - June 1999
JP Morgan August 1994 - March 1996
Paine Webber March 1991 - March 1994
ReadQ Systems January 1990 - March 1991
Skills
SDLC, Business Analysis
Education
University of Pittsburgh 1986 — 1990
BS, Computer Science
Westwood High School
Barbara Summers's J.P. Morgan Experience December 2007 - December 2010
Job Infrastructure Serv Supp Analyst JP Morgan
Industry Telecommunications
Experience
JP Morgan Asset Management Infrastructure Technology 2012 - Present
JP Morgan December 2007 - December 2010
JPMorgan Retirement Plan Services 2002 - December 2010
JPMorgan Chase 2008 - 2010
American Century Investments 1996 - 2006
NSSI March 1995 - September 1996
Skills
Call Centers, Disaster Recovery, Troubleshooting, Business Analysis, Project Management, Networking, Integration, SharePoint, Telecommunications, Data Center, System Administration, Process Improvement, Program Management, Customer Service, Visio, Software Documentation, Requirements Analysis, ITIL
Education
University of Phoenix Lone Tree, CO 2004 — 2006
University of Phoenix 2003 — 2006
Bachelor of Scince Electronic Communication
JP Morgan Asset Management Infrastructure Technology 2012 - Present
JP Morgan December 2007 - December 2010
JPMorgan Retirement Plan Services 2002 - December 2010
JPMorgan Chase 2008 - 2010
American Century Investments 1996 - 2006
NSSI March 1995 - September 1996
Skills
Call Centers, Disaster Recovery, Troubleshooting, Business Analysis, Project Management, Networking, Integration, SharePoint, Telecommunications, Data Center, System Administration, Process Improvement, Program Management, Customer Service, Visio, Software Documentation, Requirements Analysis, ITIL
Education
University of Phoenix Lone Tree, CO 2004 — 2006
University of Phoenix 2003 — 2006
Bachelor of Scince Electronic Communication
greg weremowicz's J.P. Morgan Experience 1996 - 1996
Job ClaimCare
Industry Hospital & Health Care
Experience
ClaimCare January 2004 - Present
McKinsey & Company 1997 - 2000
JP Morgan 1996 - 1996
Education
Phillips Exeter Academy
University of Pennsylvania
ClaimCare January 2004 - Present
McKinsey & Company 1997 - 2000
JP Morgan 1996 - 1996
Education
Phillips Exeter Academy
University of Pennsylvania
Doug Florin's J.P. Morgan Experience 2008 - 2011
Job Morgan Stanley, Fixed Income & Commodities Sales
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Merlin Securities April 2011 - February 2012
JP Morgan 2008 - 2011
Bear Stearns 2005 - 2008
National Football League 1999 - 1999
Fox Sports Net 1997 - 1999
Turner Sports 1995 - 1997
Washington Bullets 1995 - 1995
Skills
Hedge Funds, Series 7, Prime Brokerage, Fixed Income, Series 63, Series 24, Series 55, Equities, Client Service, Sales, Commodities, Client Onboarding, Derivatives, Capital Markets, Securities, Commodity, Settlement, Middle Office, Onboarding, Investment Banking, Bloomberg, Financial Services, Financial Markets, Options, Electronic Trading, Trading Systems, Trading
Education
University of Rochester
BA, Economics
William E. Simon School of Business
Management Certificate, Accounting & Finance
Morgan Stanley May 2012 - Present
Merlin Securities April 2011 - February 2012
JP Morgan 2008 - 2011
Bear Stearns 2005 - 2008
National Football League 1999 - 1999
Fox Sports Net 1997 - 1999
Turner Sports 1995 - 1997
Washington Bullets 1995 - 1995
Skills
Hedge Funds, Series 7, Prime Brokerage, Fixed Income, Series 63, Series 24, Series 55, Equities, Client Service, Sales, Commodities, Client Onboarding, Derivatives, Capital Markets, Securities, Commodity, Settlement, Middle Office, Onboarding, Investment Banking, Bloomberg, Financial Services, Financial Markets, Options, Electronic Trading, Trading Systems, Trading
Education
University of Rochester
BA, Economics
William E. Simon School of Business
Management Certificate, Accounting & Finance
Athena Wimmer's J.P. Morgan Experience July 2011 - December 2012
Job Project Manager at Waddell & Reed
Industry Law Practice
Experience
Waddell & Reed October 2013 - Present
JMA Information Technology December 2012 - Present
J.P. Morgan July 2011 - December 2012
LPS Real Estate Group November 2009 - July 2011
JP Morgan April 2008 - November 2009
Stinson Morrison Hecker September 2006 - April 2008
Skills
Certified Scrum Master..., SharePoint, SQL, Software Documentation, Integration, Business Analysis, Business Process, Managed Services, Management, Project Management, Quality Assurance, Scrum, Solution Delivery, Vendor Management
Education
University of Phoenix 2008 — 2009
BS, Management
Waddell & Reed October 2013 - Present
JMA Information Technology December 2012 - Present
J.P. Morgan July 2011 - December 2012
LPS Real Estate Group November 2009 - July 2011
JP Morgan April 2008 - November 2009
Stinson Morrison Hecker September 2006 - April 2008
Skills
Certified Scrum Master..., SharePoint, SQL, Software Documentation, Integration, Business Analysis, Business Process, Managed Services, Management, Project Management, Quality Assurance, Scrum, Solution Delivery, Vendor Management
Education
University of Phoenix 2008 — 2009
BS, Management
Joshua Diamond's J.P. Morgan Experience September 1998 - April 2000
Job Senior Technical Consultant at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank September 2014 - Present
UBS Securities, LLC October 2012 - April 2014
Morgan Stanley April 2010 - September 2012
Merrill Lynch September 2006 - April 2010
NYFIX August 2003 - August 2006
Renaissance Trading Technologies September 2002 - August 2003
Robertson Stephens April 2000 - September 2002
JP Morgan September 1998 - April 2000
D. E. Shaw & Co. February 1997 - September 1998
Bear Stearns September 1988 - February 1997
Skills
Trading Systems, Electronic Trading, SDLC, Equities, Fixed Income, Trading, Business Analysis, C++, Java, Equity Trading, Leadership, Strategy, Order Management, Market Data, Derivatives, Exchange Connectivity, Management, Low Latency, Integration, Analysis, Operations Management, Project Planning, Project Management, C, Agile Project Management, Linux, Unix, Unix Shell Scripting, JavaScript, Google Apps, Google Webmaster Tools, Google Analytics, Google Adwords, Google Sites, Reference Data, Trading System
Education
University of Rochester 1983 — 1988
BA, Applied Mathematics / Computer Science
Deutsche Bank September 2014 - Present
UBS Securities, LLC October 2012 - April 2014
Morgan Stanley April 2010 - September 2012
Merrill Lynch September 2006 - April 2010
NYFIX August 2003 - August 2006
Renaissance Trading Technologies September 2002 - August 2003
Robertson Stephens April 2000 - September 2002
JP Morgan September 1998 - April 2000
D. E. Shaw & Co. February 1997 - September 1998
Bear Stearns September 1988 - February 1997
Skills
Trading Systems, Electronic Trading, SDLC, Equities, Fixed Income, Trading, Business Analysis, C++, Java, Equity Trading, Leadership, Strategy, Order Management, Market Data, Derivatives, Exchange Connectivity, Management, Low Latency, Integration, Analysis, Operations Management, Project Planning, Project Management, C, Agile Project Management, Linux, Unix, Unix Shell Scripting, JavaScript, Google Apps, Google Webmaster Tools, Google Analytics, Google Adwords, Google Sites, Reference Data, Trading System
Education
University of Rochester 1983 — 1988
BA, Applied Mathematics / Computer Science
Doug Gardner's J.P. Morgan Experience December 1992 - June 1999
Job Senior Manager at Accenture
Industry Financial Services
Experience
Accenture September 2008 - Present
BSG Alliance October 2007 - June 2008
Accenture June 1999 - September 2007
JP Morgan December 1992 - June 1999
Quotron Systems June 1990 - December 1992
Education
University of Rochester 1981 — 1985
BSEE, Electrical Engineering
Union High School 1979 — 1981
Accenture September 2008 - Present
BSG Alliance October 2007 - June 2008
Accenture June 1999 - September 2007
JP Morgan December 1992 - June 1999
Quotron Systems June 1990 - December 1992
Education
University of Rochester 1981 — 1985
BSEE, Electrical Engineering
Union High School 1979 — 1981
Canlin Li's J.P. Morgan Experience June 2001 - July 2002
Job Senior Economist at Federal Reserve Board
Industry Financial Services
Experience
Federal Reserve Board May 2013 - Present
Federal Reserve Board July 2010 - May 2013
University of California-Riverside July 2002 - June 2010
JP Morgan June 2001 - July 2002
J.P. Morgan June 2000 - August 2000
Skills
Valuation, Econometrics, Quantitative Analytics, Economics, Stata, Financial Modeling, Time Series Analysis
Education
University of Pennsylvania 1996 — 2002
Ph. D., Economics
Federal Reserve Board May 2013 - Present
Federal Reserve Board July 2010 - May 2013
University of California-Riverside July 2002 - June 2010
JP Morgan June 2001 - July 2002
J.P. Morgan June 2000 - August 2000
Skills
Valuation, Econometrics, Quantitative Analytics, Economics, Stata, Financial Modeling, Time Series Analysis
Education
University of Pennsylvania 1996 — 2002
Ph. D., Economics
Sanjeev Gopal's J.P. Morgan Experience JP MorganConsultant - c++ java developerDecember 2006 - September 2007
Job Java / C++ Developer for Market Making
Industry Banking
Experience
JP Morgan JP MorganConsultant - c++ java developerDecember 2006 - September 2007
Susquehanna International Group, LLP January 2001 - January 2006
Education
University of Pennsylvania 2002 — 2006
B.S., Computer Science and Physics
JP Morgan JP MorganConsultant - c++ java developerDecember 2006 - September 2007
Susquehanna International Group, LLP January 2001 - January 2006
Education
University of Pennsylvania 2002 — 2006
B.S., Computer Science and Physics
Chris Seymour, PMP's J.P. Morgan Experience 1989 - 1991
Job Consultant IT Infrastructure
Industry Information Technology and Services
Experience
UBS November 2004 - January 2015
Prudential Financial 2001 - 2004
Analysts International July 1999 - December 2001
Novartis 1998 - 1999
Ciba-Geigy June 1991 - June 1993
JP Morgan 1989 - 1991
Howard Systems International 1988 - 1990
Chubb 1987 - 1989
AT&T 1986 - 1989
Bristol-Myers Squibb January 1987 - December 1988
Skills
Business Intelligence, Informatica, ITIL, PMP, SDLC, Solaris, AIX, Business Analysis, IT Management, Vendor Management, ETL, Requirements Analysis, Integration, Enterprise Architecture, Management, Business Objects, Software Project..., Data Integration, Six Sigma, IBM AIX, Cloud Computing, Rackspace Cloud
Education
University of Portsmouth 1977 — 1981
BSc (Honors), Computer Science
UBS November 2004 - January 2015
Prudential Financial 2001 - 2004
Analysts International July 1999 - December 2001
Novartis 1998 - 1999
Ciba-Geigy June 1991 - June 1993
JP Morgan 1989 - 1991
Howard Systems International 1988 - 1990
Chubb 1987 - 1989
AT&T 1986 - 1989
Bristol-Myers Squibb January 1987 - December 1988
Skills
Business Intelligence, Informatica, ITIL, PMP, SDLC, Solaris, AIX, Business Analysis, IT Management, Vendor Management, ETL, Requirements Analysis, Integration, Enterprise Architecture, Management, Business Objects, Software Project..., Data Integration, Six Sigma, IBM AIX, Cloud Computing, Rackspace Cloud
Education
University of Portsmouth 1977 — 1981
BSc (Honors), Computer Science
Marc Simpson's J.P. Morgan Experience June 2003 - Present
Job SPG Mortgage Trading at J.P.Morgan
Industry Investment Banking
Experience
JP Morgan June 2003 - Present
Skills
Capital Markets, Fixed Income, Derivatives, Investment Banking, Equities, Bloomberg
Education
University of Scranton 1999 — 2003
JP Morgan June 2003 - Present
Skills
Capital Markets, Fixed Income, Derivatives, Investment Banking, Equities, Bloomberg
Education
University of Scranton 1999 — 2003
Dan McGarrey's J.P. Morgan Experience December 1997 - July 1999
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2011 - Present
JP Morgan Chase September 2010 - June 2011
Morgan Stanley August 1999 - September 2010
JP Morgan December 1997 - July 1999
Honeywell May 1996 - December 1997
Skills
Finance, Investment Banking, Equities, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Asset Management, Asset Managment
Education
University of Scranton 1984 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
University of Scranton 1984 — 1988
Master of Business Administration (MBA), Finance, General
Morgan Stanley Smith Barney July 2011 - Present
JP Morgan Chase September 2010 - June 2011
Morgan Stanley August 1999 - September 2010
JP Morgan December 1997 - July 1999
Honeywell May 1996 - December 1997
Skills
Finance, Investment Banking, Equities, Fixed Income, Hedge Funds, Derivatives, Capital Markets, Asset Management, Asset Managment
Education
University of Scranton 1984 — 1990
Bachelor of Applied Science (B.A.Sc.), Accounting
University of Scranton 1984 — 1988
Master of Business Administration (MBA), Finance, General
Daniel Mannix, CFA's J.P. Morgan Experience August 2010 - November 2012
Job Senior Research Associate at Raymond James Financial Inc.
Industry Research
Experience
Raymond James Financial Inc. November 2012 - Present
JP Morgan August 2010 - November 2012
Goldman, Sachs & Co. (through Control Associates, LP) January 2010 - July 2010
Deutsche Bank Securities July 2008 - October 2009
Skills
Fixed Income, Equities, Trading, Banking, Options, Derivatives, Hedge Funds, Analysis, Asset Management, Credit Risk, Interest Rate..., Bloomberg, Swaps
Education
University of South Florida 2003 — 2008
Bachelor's of Science, Finance
Raymond James Financial Inc. November 2012 - Present
JP Morgan August 2010 - November 2012
Goldman, Sachs & Co. (through Control Associates, LP) January 2010 - July 2010
Deutsche Bank Securities July 2008 - October 2009
Skills
Fixed Income, Equities, Trading, Banking, Options, Derivatives, Hedge Funds, Analysis, Asset Management, Credit Risk, Interest Rate..., Bloomberg, Swaps
Education
University of South Florida 2003 — 2008
Bachelor's of Science, Finance
Todd Howell's J.P. Morgan Experience October 1997 - January 2004
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan October 1997 - Present
JP Morgan October 1997 - January 2004
Cooper Neff June 1994 - September 1997
Skills
Interest Rate..., Trading Systems, Swaps, Hedge Funds, Forwards, Options, Investment Banking
Education
University of Pennsylvania 1990 — 1994
JPMorgan October 1997 - Present
JP Morgan October 1997 - January 2004
Cooper Neff June 1994 - September 1997
Skills
Interest Rate..., Trading Systems, Swaps, Hedge Funds, Forwards, Options, Investment Banking
Education
University of Pennsylvania 1990 — 1994
Matt Bray's J.P. Morgan Experience 1988 - 1996
Job Fixed Income and Equity Finance Professional. Extensive, Rates Trading, Risk and Relationship Management experience.
Industry Investment Management
Experience
Lloyds Banking Group November 2013 - April 2014
eSecLending June 2010 - 2013
Alliance Bernstein April 2008 - May 2010
Brevan Howard 2006 - 2007
Man Securities 2004 - 2006
Mitsubishi UFJ Securities 1997 - 2004
Bank of New York Mellon 1996 - 1997
JP Morgan 1988 - 1996
Skills
Portfolio Management, Trading, Hedge Funds, Finance, Banking, Financial Risk, Securities, Management, Prime Brokerage, Bloomberg, Securities Lending, Relationship Management, Global Custody, Project Management, Risk Management, Equities, Capital Markets, Cash Management, Repo Trading, stock loan, Collateral Management, Sales, Asset Management, Fixed Income, Alternative Investments, Investments, Emerging Markets, Financial Markets, Financial Modeling, Structured Products, Trading Systems, Valuation, Settlement, Strategy, Swaps, Financial Services, Structured Finance, Bonds, Options, Investment Banking, Corporate Actions, Electronic Trading
Education
University of Rhode Island 1984 — 1988
BS, Natural Resources / Economics
Lloyds Banking Group November 2013 - April 2014
eSecLending June 2010 - 2013
Alliance Bernstein April 2008 - May 2010
Brevan Howard 2006 - 2007
Man Securities 2004 - 2006
Mitsubishi UFJ Securities 1997 - 2004
Bank of New York Mellon 1996 - 1997
JP Morgan 1988 - 1996
Skills
Portfolio Management, Trading, Hedge Funds, Finance, Banking, Financial Risk, Securities, Management, Prime Brokerage, Bloomberg, Securities Lending, Relationship Management, Global Custody, Project Management, Risk Management, Equities, Capital Markets, Cash Management, Repo Trading, stock loan, Collateral Management, Sales, Asset Management, Fixed Income, Alternative Investments, Investments, Emerging Markets, Financial Markets, Financial Modeling, Structured Products, Trading Systems, Valuation, Settlement, Strategy, Swaps, Financial Services, Structured Finance, Bonds, Options, Investment Banking, Corporate Actions, Electronic Trading
Education
University of Rhode Island 1984 — 1988
BS, Natural Resources / Economics
Jon DeCoite's J.P. Morgan Experience 2000 - 2001
Job Senior Vice President at DTZ
Industry Commercial Real Estate
Experience
DTZ December 2004 - Present
UBS Wealth Management 2001 - 2002
JP Morgan 2000 - 2001
Deutsche Bank 1997 - 2000
Skills
Leasing, Sales Process, Contract Negotiation, Market Analysis, Asset Managment, Investments, Financial Analysis, Due Diligence, Real Estate, Financial Modeling, Valuation, Portfolio Management, Real Estate Development, Equities, Brokerage, Strategic Planning, Forecasting, Real Estate Economics, Alternative Investments, Business Strategy, Business Development, Finance, Commercial Real Estate, Underwriting, Tenant Representation, Location Intelligence, Asset Management, Landlords
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance, Strategy
University of San Diego 1993 — 1997
Bachelors, Accounting
DTZ December 2004 - Present
UBS Wealth Management 2001 - 2002
JP Morgan 2000 - 2001
Deutsche Bank 1997 - 2000
Skills
Leasing, Sales Process, Contract Negotiation, Market Analysis, Asset Managment, Investments, Financial Analysis, Due Diligence, Real Estate, Financial Modeling, Valuation, Portfolio Management, Real Estate Development, Equities, Brokerage, Strategic Planning, Forecasting, Real Estate Economics, Alternative Investments, Business Strategy, Business Development, Finance, Commercial Real Estate, Underwriting, Tenant Representation, Location Intelligence, Asset Management, Landlords
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance, Strategy
University of San Diego 1993 — 1997
Bachelors, Accounting
Debbie Eppinger's J.P. Morgan Experience September 1989 - Present
Job Private Banker at JP Morgan
Industry Banking
Aravind Rajagopalan's J.P. Morgan Experience 2005 - 2006
Job Product Control, Emerging Markets and Corporate Finance at Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank August 2014 - Present
Standard Chartered Bank June 2010 - August 2014
Barclays Capital May 2007 - June 2010
RBC Capital Markets 1997 - 2007
JP Morgan 2005 - 2006
Skills
Structured Products, Equity Derivatives, FX Options, Equities, Options, Arbitrage, Corporate Finance, Derivatives, Emerging Markets, Fixed Income, Product Control, Structured Finance
Education
University of Scranton 1995 — 1997
MBA, Finance
Bishop Cotton Boys' School
Standard Chartered Bank August 2014 - Present
Standard Chartered Bank June 2010 - August 2014
Barclays Capital May 2007 - June 2010
RBC Capital Markets 1997 - 2007
JP Morgan 2005 - 2006
Skills
Structured Products, Equity Derivatives, FX Options, Equities, Options, Arbitrage, Corporate Finance, Derivatives, Emerging Markets, Fixed Income, Product Control, Structured Finance
Education
University of Scranton 1995 — 1997
MBA, Finance
Bishop Cotton Boys' School
Kattamuri Sarma's J.P. Morgan Experience July 2002 - October 2004
Job Independent Research Professional
Industry Research
Experience
Ecostat Research Corp. 2006 - Present
Ecostat Research Corp 2005 - Present
Ecostat Research Corp. 1996 - Present
AOL, Tacoda Inc. January 2008 - May 2008
RBS January 2006 - October 2006
JP Morgan July 2002 - October 2004
JP Morgan Chase 2002 - 2004
Skills
Predictive Modeling, Predictive Analytics, SAS, Text Mining, Econometric Modeling, Econometrics, Statistical Modeling, Data Mining, Time Series Analysis, Decision Trees, Segmentation, Data Analysis, Statistics, Database Marketing, Analytics, Forecasting, R, Business Intelligence, Credit Scoring, Logistic Regression, SAS programming, Business Analytics, Quantitative Analytics, Credit Cards, Modeling, Data Management
Education
University of Pennsylvania 1965 — 1972
Ph. D, Economics with specialization in Econometrics
University of Pennsylvania
Doctor of Philosophy (Ph.D.), Economics
Ecostat Research Corp. 2006 - Present
Ecostat Research Corp 2005 - Present
Ecostat Research Corp. 1996 - Present
AOL, Tacoda Inc. January 2008 - May 2008
RBS January 2006 - October 2006
JP Morgan July 2002 - October 2004
JP Morgan Chase 2002 - 2004
Skills
Predictive Modeling, Predictive Analytics, SAS, Text Mining, Econometric Modeling, Econometrics, Statistical Modeling, Data Mining, Time Series Analysis, Decision Trees, Segmentation, Data Analysis, Statistics, Database Marketing, Analytics, Forecasting, R, Business Intelligence, Credit Scoring, Logistic Regression, SAS programming, Business Analytics, Quantitative Analytics, Credit Cards, Modeling, Data Management
Education
University of Pennsylvania 1965 — 1972
Ph. D, Economics with specialization in Econometrics
University of Pennsylvania
Doctor of Philosophy (Ph.D.), Economics
Jordan Wadsworth's J.P. Morgan Experience July 2006 - September 2006
Job Vice President at Sun Capital Partners
Industry Financial Services
Experience
Sun Capital Partners October 2006 - Present
JP Morgan July 2006 - September 2006
JP Morgan June 2003 - June 2006
Skills
Valuation, Financial Modeling, Corporate Finance, LBO, Investments, Private Equity, Equities, Financial Analysis, Leveraged Finance, Investment Banking, Buyouts, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Sun Capital Partners October 2006 - Present
JP Morgan July 2006 - September 2006
JP Morgan June 2003 - June 2006
Skills
Valuation, Financial Modeling, Corporate Finance, LBO, Investments, Private Equity, Equities, Financial Analysis, Leveraged Finance, Investment Banking, Buyouts, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Arturo C. Porzecanski's J.P. Morgan Experience 1977 - 1989
Job Professor of international economic relations at American University
Industry Higher Education
Experience
American University July 2012 - Present
American University September 2005 - Present
Tinker Foundation 2006 - Present
Center for Strategic and International Studies (CSIS) 2005 - August 2013
ABN AMRO July 2000 - March 2005
ING Nederland January 1994 - June 2000
Kidder Peabody 1992 - 1993
Republic National Bank of New York 1989 - 1992
JP Morgan 1977 - 1989
Skills
Emerging Markets, International Relations, Economics, Macroeconomics, Economic Research, Policy Analysis, Public Policy, Lecturing, Capital Markets, International Economics, Expert Witness, Economic consulting, Expert testimony, International..., Foreign Policy, Analysis, Research, Data Analysis, Politics, Policy
Education
University of Pittsburgh 1971 — 1975
Ph.D., Economics
University of Pittsburgh 1971 — 1975
M.A., Economics
Whittier College 1968 — 1971
B.A., Economics
American University July 2012 - Present
American University September 2005 - Present
Tinker Foundation 2006 - Present
Center for Strategic and International Studies (CSIS) 2005 - August 2013
ABN AMRO July 2000 - March 2005
ING Nederland January 1994 - June 2000
Kidder Peabody 1992 - 1993
Republic National Bank of New York 1989 - 1992
JP Morgan 1977 - 1989
Skills
Emerging Markets, International Relations, Economics, Macroeconomics, Economic Research, Policy Analysis, Public Policy, Lecturing, Capital Markets, International Economics, Expert Witness, Economic consulting, Expert testimony, International..., Foreign Policy, Analysis, Research, Data Analysis, Politics, Policy
Education
University of Pittsburgh 1971 — 1975
Ph.D., Economics
University of Pittsburgh 1971 — 1975
M.A., Economics
Whittier College 1968 — 1971
B.A., Economics
Kimberly Howells's J.P. Morgan Experience February 2004 - May 2007
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JPMorgan Asset Management 2007 - Present
JPMorgan 2004 - Present
JP Morgan February 2004 - May 2007
Education
University of Rochester 1991 — 1995
JPMorgan Asset Management 2007 - Present
JPMorgan 2004 - Present
JP Morgan February 2004 - May 2007
Education
University of Rochester 1991 — 1995
Alric Wiggill's J.P. Morgan Experience
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan
Skills
Equities, Investment Banking, Capital Markets, Fixed Income, Valuation, Hedge Funds, Bloomberg
Education
University of South Africa/Universiteit van Suid-Afrika
JP Morgan
Skills
Equities, Investment Banking, Capital Markets, Fixed Income, Valuation, Hedge Funds, Bloomberg
Education
University of South Africa/Universiteit van Suid-Afrika
Tracy Garry's J.P. Morgan Experience April 2012 - Present
Job Director of Client Management & Consulting at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
J.P. Morgan Retirement Plan Services July 2010 - April 2012
Milliman 2008 - August 2010
JP Morgan October 1998 - July 2008
JP Morgan January 2005 - February 2007
Buck Consultants 1996 - 1998
Skills
Vendor Management, Series 63, Mutual Funds, Process Improvement, Series 7, Business Analysis, 401k, Financial Services, Asset Managment, Investments, Relationship Management, Retirement, Equities, Pensions, Series 6
Education
University of South Florida
J.P. Morgan April 2012 - Present
J.P. Morgan Retirement Plan Services July 2010 - April 2012
Milliman 2008 - August 2010
JP Morgan October 1998 - July 2008
JP Morgan January 2005 - February 2007
Buck Consultants 1996 - 1998
Skills
Vendor Management, Series 63, Mutual Funds, Process Improvement, Series 7, Business Analysis, 401k, Financial Services, Asset Managment, Investments, Relationship Management, Retirement, Equities, Pensions, Series 6
Education
University of South Florida
Michael Robertiello's J.P. Morgan Experience August 2010 - April 2011
Job Director of Operations First New York Capital Management
Industry Financial Services
Experience
First New York Securities April 2011 - Present
JP Morgan August 2010 - April 2011
Seneca Capital May 2005 - February 2009
Advent Capital Management June 1998 - May 2005
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Alternative Investments, Investments, Trading, Capital Markets, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1995 — 1999
First New York Securities April 2011 - Present
JP Morgan August 2010 - April 2011
Seneca Capital May 2005 - February 2009
Advent Capital Management June 1998 - May 2005
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Derivatives, Alternative Investments, Investments, Trading, Capital Markets, Portfolio Management
Education
University of Rhode Island - College of Business Administration 1995 — 1999
Rajan Kundra's J.P. Morgan Experience July 1993 - February 2001
Job Managing Director at Pacific Global Advisors LLC
Industry Investment Management
Experience
Pacific Global Advisors LLC June 2013 - Present
Macquarie Group October 2012 - May 2013
Acumen Fund February 2007 - October 2012
Lehman Brothers March 2001 - January 2007
JP Morgan July 1993 - February 2001
Skills
Venture Capital, Energy, Hedge Funds, Cleantech, Entrepreneurship, Private Equity, Emerging Markets, Fixed Income, Portfolio Management, Corporate Development, Asset Managment, Valuation, Alternative Investments, Start-ups, Investments, Structured Products, Business Strategy, Investment Banking, Equity Research, Financial Structuring, Corporate Finance, Management Consulting, Financial Modeling, Due Diligence, Social Entrepreneurship, Equities, Investment Management, Mergers & Acquisitions, Project Finance, Capital Markets, Strategy, Economics, Impact Investing, Mergers, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economic
Pacific Global Advisors LLC June 2013 - Present
Macquarie Group October 2012 - May 2013
Acumen Fund February 2007 - October 2012
Lehman Brothers March 2001 - January 2007
JP Morgan July 1993 - February 2001
Skills
Venture Capital, Energy, Hedge Funds, Cleantech, Entrepreneurship, Private Equity, Emerging Markets, Fixed Income, Portfolio Management, Corporate Development, Asset Managment, Valuation, Alternative Investments, Start-ups, Investments, Structured Products, Business Strategy, Investment Banking, Equity Research, Financial Structuring, Corporate Finance, Management Consulting, Financial Modeling, Due Diligence, Social Entrepreneurship, Equities, Investment Management, Mergers & Acquisitions, Project Finance, Capital Markets, Strategy, Economics, Impact Investing, Mergers, Financial Analysis
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economic
Charlie Horn's J.P. Morgan Experience June 1989 - July 2012
Job Vice President of Trust Operations at Commonwealth Trust Company
Industry Banking
Experience
Commonwealth Trust Company September 2012 - Present
JP Morgan June 1989 - July 2012
Education
University of Pennsylvania - The Wharton School 1984 — 1988
B.S., Economics/Accounting
Commonwealth Trust Company September 2012 - Present
JP Morgan June 1989 - July 2012
Education
University of Pennsylvania - The Wharton School 1984 — 1988
B.S., Economics/Accounting
Scott Hadley's J.P. Morgan Experience 2009 - 2009
Job Architect / Lead Software engineer at AWG
Industry Computer Software
Experience
Associated Wholesale Grocers July 2013 - Present
DST Systems October 2011 - August 2014
USDA June 2009 - October 2011
jp morgan 2009 - 2009
Penton Media October 2008 - 2009
TouchNet 2007 - 2008
Wells Fargo December 2006 - June 2007
MAXIMUS October 2005 - December 2006
robbins gioia 2004 - 2005
Ingenix 1997 - 2004
Skills
J2EE Application..., Java Enterprise Edition, Java, Web Services, Spring, Microsoft SQL Server, Agile Methodologies, Scrum, XML, Software Development, Struts, RESTful WebServices, jface, SQL, SOQL, Information Security, RSA Security, Android Development, Salesforce.com, Apex Programming, Git, JUnit, JBoss Application Server, Relational Databases, Web Development, jQuery, JDBC, Eclipse, Ant, SOAP, JSP, REST, Tomcat, JSF, Databases, Oracle, Integration, Spring Framework
Education
University of Phoenix
Associated Wholesale Grocers July 2013 - Present
DST Systems October 2011 - August 2014
USDA June 2009 - October 2011
jp morgan 2009 - 2009
Penton Media October 2008 - 2009
TouchNet 2007 - 2008
Wells Fargo December 2006 - June 2007
MAXIMUS October 2005 - December 2006
robbins gioia 2004 - 2005
Ingenix 1997 - 2004
Skills
J2EE Application..., Java Enterprise Edition, Java, Web Services, Spring, Microsoft SQL Server, Agile Methodologies, Scrum, XML, Software Development, Struts, RESTful WebServices, jface, SQL, SOQL, Information Security, RSA Security, Android Development, Salesforce.com, Apex Programming, Git, JUnit, JBoss Application Server, Relational Databases, Web Development, jQuery, JDBC, Eclipse, Ant, SOAP, JSP, REST, Tomcat, JSF, Databases, Oracle, Integration, Spring Framework
Education
University of Phoenix
Alex Berkett's J.P. Morgan Experience June 2008 - February 2009
Job Senior Vice President, Corporate Development at Viacom
Industry Entertainment
Experience
Viacom July 2015 - Present
Townsquare Media June 2010 - July 2015
FiveWire Media March 2009 - July 2015
JP Morgan June 2008 - February 2009
Bear Stearns July 1997 - June 2008
Skills
Advertising, Broadcast, Business Development, Business Strategy, Digital Marketing, Digital Media, Digital Strategy, Due Diligence, Financial Modeling, Investment Banking, Management, Marketing Strategy, Mergers, Mergers, New Business Development, New Media, Online Advertising, Private Equity, Radio, Social Media, Strategic Partnerships, Telecommunications, Strategic Planning, Venture Capital, Valuation
Education
University of Pennsylvania 1995 — 1997
BA, Urban Studies/Affairs
Phillips Exeter Academy 1989 — 1993
Viacom July 2015 - Present
Townsquare Media June 2010 - July 2015
FiveWire Media March 2009 - July 2015
JP Morgan June 2008 - February 2009
Bear Stearns July 1997 - June 2008
Skills
Advertising, Broadcast, Business Development, Business Strategy, Digital Marketing, Digital Media, Digital Strategy, Due Diligence, Financial Modeling, Investment Banking, Management, Marketing Strategy, Mergers, Mergers, New Business Development, New Media, Online Advertising, Private Equity, Radio, Social Media, Strategic Partnerships, Telecommunications, Strategic Planning, Venture Capital, Valuation
Education
University of Pennsylvania 1995 — 1997
BA, Urban Studies/Affairs
Phillips Exeter Academy 1989 — 1993
Hans Toro's J.P. Morgan Experience June 2008 - February 2009
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Securities, LLC June 2009 - Present
JP Morgan June 2008 - February 2009
Bear Stearns February 1994 - May 2008
Creditanstalt Investment Bank (Budapest) 1993 - 1993
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Finance and Politics
Guggenheim Securities, LLC June 2009 - Present
JP Morgan June 2008 - February 2009
Bear Stearns February 1994 - May 2008
Creditanstalt Investment Bank (Budapest) 1993 - 1993
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Finance and Politics
Kenneth Ralston's J.P. Morgan Experience 2008 - February 2013
Job Associate at Royal Bank of Scotland
Industry Investment Banking
Experience
Royal Bank of Scotland February 2012 - Present
JP Morgan 2008 - February 2013
Skills
Derivatives, Fixed Income
Education
University of Richmond
Royal Bank of Scotland February 2012 - Present
JP Morgan 2008 - February 2013
Skills
Derivatives, Fixed Income
Education
University of Richmond
Steven Oehlrich's J.P. Morgan Experience 2005 - March 2007
Job Construction Risk Manager at Citi
Industry Commercial Real Estate
Experience
Citi October 2009 - Present
Hypo Real Estate Bank International March 2007 - October 2009
JP Morgan 2005 - March 2007
Inspection Valuation International December 1996 - July 2001
Skills
Loans, Asset Managment, Budgets, Financial Analysis, Due Diligence, Asset Management, Banking, Construction, Finance, Financial Modeling, Investments, Portfolio Management, Real Estate Development, Valuation, Risk Management, Real Estate
Education
University of Rhode Island 1991 — 1995
BS, Civil Engineering
Citi October 2009 - Present
Hypo Real Estate Bank International March 2007 - October 2009
JP Morgan 2005 - March 2007
Inspection Valuation International December 1996 - July 2001
Skills
Loans, Asset Managment, Budgets, Financial Analysis, Due Diligence, Asset Management, Banking, Construction, Finance, Financial Modeling, Investments, Portfolio Management, Real Estate Development, Valuation, Risk Management, Real Estate
Education
University of Rhode Island 1991 — 1995
BS, Civil Engineering
Tom DeBow's J.P. Morgan Experience 2008 - Present
Job Executive Director JP Morgan
Industry Financial Services
Experience
JP Morgan 2008 - Present
Lehman Brothers June 1991 - March 2008
Education
University of Pennsylvania
JP Morgan 2008 - Present
Lehman Brothers June 1991 - March 2008
Education
University of Pennsylvania
Alan Danzig's J.P. Morgan Experience September 2003 - August 2012
Job Research Analyst at Lord Abbett & Co. LLC
Industry Financial Services
Experience
Lord Abbett & Co. LLC August 2012 - Present
JP Morgan September 2003 - August 2012
Fox-Pitt, Kelton October 2001 - June 2003
Stern Stewart July 1998 - September 2001
Skills
Equity Research, Valuation, Equities, Fixed Income, Credit Risk, Derivatives, Insurance, Financial Modeling, Asset Managment, Investments, Healthcare
Education
University of Pennsylvania 1994 — 1998
BS, Finance, Healthcare Management
Marlboro High School 1990 — 1994
Lord Abbett & Co. LLC August 2012 - Present
JP Morgan September 2003 - August 2012
Fox-Pitt, Kelton October 2001 - June 2003
Stern Stewart July 1998 - September 2001
Skills
Equity Research, Valuation, Equities, Fixed Income, Credit Risk, Derivatives, Insurance, Financial Modeling, Asset Managment, Investments, Healthcare
Education
University of Pennsylvania 1994 — 1998
BS, Finance, Healthcare Management
Marlboro High School 1990 — 1994
Daylis Fuentes's J.P. Morgan Experience 1991 - 1995
Job VP at Barclays Capital
Industry Information Technology and Services
Experience
Barclays Capital 2008 - Present
Lehman Brothers 2000 - 2008
CIBER 1996 - 2000
JP Morgan 1991 - 1995
Education
University of Pennsylvania 1987 — 1991
BAS, Computer Science
Barclays Capital 2008 - Present
Lehman Brothers 2000 - 2008
CIBER 1996 - 2000
JP Morgan 1991 - 1995
Education
University of Pennsylvania 1987 — 1991
BAS, Computer Science
Ian Winhoven's J.P. Morgan Experience 2004 - May 2009
Job CFO at Hydra Energy
Industry Renewables & Environment
Experience
Hydra Energy February 2015 - Present
Douglas Elliman Real Estate 2013 - Present
JP Morgan 2004 - May 2009
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Valuation, Financial Modeling, Derivatives, Bloomberg, Investments, Corporate Finance, Entrepreneurship, Portfolio Management
Education
University of San Francisco 2000 — 2004
Business Administration and Management, General
University of San Francisco
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hydra Energy February 2015 - Present
Douglas Elliman Real Estate 2013 - Present
JP Morgan 2004 - May 2009
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Valuation, Financial Modeling, Derivatives, Bloomberg, Investments, Corporate Finance, Entrepreneurship, Portfolio Management
Education
University of San Francisco 2000 — 2004
Business Administration and Management, General
University of San Francisco
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Nina Neer's J.P. Morgan Experience 1999 - 2005
Job Vice President at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs August 2011 - Present
Goldman Sachs January 2009 - August 2011
Credit Suisse May 2006 - January 2009
JP Morgan 1999 - 2005
Morgan Stanley October 1988 - June 1999
American Management Systems (AMS) September 1986 - October 1988
Skills
Fixed Income, Trading Systems, Investment Banking, Equities, Derivatives
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BSE, Decision Science
Goldman Sachs August 2011 - Present
Goldman Sachs January 2009 - August 2011
Credit Suisse May 2006 - January 2009
JP Morgan 1999 - 2005
Morgan Stanley October 1988 - June 1999
American Management Systems (AMS) September 1986 - October 1988
Skills
Fixed Income, Trading Systems, Investment Banking, Equities, Derivatives
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BSE, Decision Science
Terri Joseph's J.P. Morgan Experience September 2006 - Present
Job Executive Assistant at JP Morgan
Industry Banking
Experience
JP Morgan September 2006 - Present
JP Morgan 2006 - 2015
JP Morgan 2006 - 2015
NYC February 2000 - September 2006
NYC March 1997 - February 2000
Skills
Typing, Shorthand,, Microsoft Excel, Microsoft Office, Social Media, Employee Benefits, Customer Service, Invoicing, Nonprofits, Networking, PowerPoint, Proofreading, Time Management, Access, Administrative..., Office Management
Education
University of Phoenix 2010 — 2012
Associates, Business Administration and Management, General
University of Phoenix 2008 — 2012
Associates, Human Resources
SCS Business School 1990 — 1993
Office Communications
JP Morgan September 2006 - Present
JP Morgan 2006 - 2015
JP Morgan 2006 - 2015
NYC February 2000 - September 2006
NYC March 1997 - February 2000
Skills
Typing, Shorthand,, Microsoft Excel, Microsoft Office, Social Media, Employee Benefits, Customer Service, Invoicing, Nonprofits, Networking, PowerPoint, Proofreading, Time Management, Access, Administrative..., Office Management
Education
University of Phoenix 2010 — 2012
Associates, Business Administration and Management, General
University of Phoenix 2008 — 2012
Associates, Human Resources
SCS Business School 1990 — 1993
Office Communications
Marjon Rivera's J.P. Morgan Experience April 1997 - September 1999
Job Tech Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2011 - Present
Wachovia September 1999 - June 2011
JP Morgan April 1997 - September 1999
Infocom Techonologies September 1995 - April 1997
China Banking Corporation April 1994 - September 1995
Education
University of Santo Tomas 1988 — 1993
BS Engineering, Electronics and Communications
Wells Fargo July 2011 - Present
Wachovia September 1999 - June 2011
JP Morgan April 1997 - September 1999
Infocom Techonologies September 1995 - April 1997
China Banking Corporation April 1994 - September 1995
Education
University of Santo Tomas 1988 — 1993
BS Engineering, Electronics and Communications
Rhonda Dauway's J.P. Morgan Experience 1982 - Present
Job Senior Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 1982 - Present
JP Morgan Chase 1982 - Present
JP Morgan 1982 - Present
Skills
Banking, Loans, Financial Services, Commercial Lending, Credit, Retail Banking, Portfolio Management, Small Business Lending, Commercial Banking
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, General Management
JPMorgan Chase August 1982 - Present
JP Morgan Chase 1982 - Present
JP Morgan 1982 - Present
Skills
Banking, Loans, Financial Services, Commercial Lending, Credit, Retail Banking, Portfolio Management, Small Business Lending, Commercial Banking
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, General Management
Katherine Bruck's J.P. Morgan Experience 1998 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 1998 - Present
JP Morgan Private Bank 1998 - Present
JP Morgan 1995 - 1998
Education
University of Pennsylvania - The Wharton School 1993 — 1995
mba, Finance
University of Pennsylvania 1986 — 1990
ba, sociology / political science
J.P. Morgan 1998 - Present
JP Morgan Private Bank 1998 - Present
JP Morgan 1995 - 1998
Education
University of Pennsylvania - The Wharton School 1993 — 1995
mba, Finance
University of Pennsylvania 1986 — 1990
ba, sociology / political science
Laurie Tuzo's J.P. Morgan Experience June 2011 - Present
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2011 - Present
Tuzo Associates LLC January 2007 - August 2011
Commonwealth Bank of Australia March 2004 - August 2006
ABN AMRO September 1994 - October 2002
HomeFederal Bank 1985 - 1992
Education
University of San Diego
MBA, Finance
JP Morgan June 2011 - Present
Tuzo Associates LLC January 2007 - August 2011
Commonwealth Bank of Australia March 2004 - August 2006
ABN AMRO September 1994 - October 2002
HomeFederal Bank 1985 - 1992
Education
University of San Diego
MBA, Finance
Aaron Kipnis's J.P. Morgan Experience 2000 - 2002
Job Investment Management Technology & Operations Professional
Industry Investment Management
Experience
BlackRock November 2014 - Present
BlackRock December 2011 - November 2014
BlackRock Financial Management 2002 - December 2011
JP Morgan 2000 - 2002
JP Morgan 1998 - 2000
Skills
Product Development, Business Analysis, Software Project..., Strategic Planning, SQL, Software Requirements, Requirements Analysis, Functional..., System Testing, Public Speaking, Presentations, Team Leadership, Creative Problem Solving, Internal Controls, Reconciliation, Settlements, Operational Efficiency, MIS Reporting, Professional Mentoring, Securities, Fixed Income, Equities, SWIFT messaging, Settlement, Account Reconciliation
Education
University of Pittsburgh
BA, Economics
BlackRock November 2014 - Present
BlackRock December 2011 - November 2014
BlackRock Financial Management 2002 - December 2011
JP Morgan 2000 - 2002
JP Morgan 1998 - 2000
Skills
Product Development, Business Analysis, Software Project..., Strategic Planning, SQL, Software Requirements, Requirements Analysis, Functional..., System Testing, Public Speaking, Presentations, Team Leadership, Creative Problem Solving, Internal Controls, Reconciliation, Settlements, Operational Efficiency, MIS Reporting, Professional Mentoring, Securities, Fixed Income, Equities, SWIFT messaging, Settlement, Account Reconciliation
Education
University of Pittsburgh
BA, Economics
David Sturek's J.P. Morgan Experience April 2007 - June 2008
Job Healthcare Investor and Finance Professional
Industry Hospital & Health Care
Experience
BelHealth Investment Partners June 2011 - May 2015
Mobile Health Management Services, Inc. June 2010 - May 2012
Sandata Technologies April 2009 - June 2010
JP Morgan April 2007 - June 2008
Lehman Brothers August 2001 - March 2007
Skills
Private Equity, Corporate Development, Financial Modeling, Management, Mergers & Acquisitions, Due Diligence, Finance, Strategy, Strategic Planning, Business Strategy
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance and Health Care
Virginia Tech 1989 — 1993
B.S., Industrial and Systems Engineering
BelHealth Investment Partners June 2011 - May 2015
Mobile Health Management Services, Inc. June 2010 - May 2012
Sandata Technologies April 2009 - June 2010
JP Morgan April 2007 - June 2008
Lehman Brothers August 2001 - March 2007
Skills
Private Equity, Corporate Development, Financial Modeling, Management, Mergers & Acquisitions, Due Diligence, Finance, Strategy, Strategic Planning, Business Strategy
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance and Health Care
Virginia Tech 1989 — 1993
B.S., Industrial and Systems Engineering
John Dyer's J.P. Morgan Experience August 2006 - February 2009
Job Investment Banker in Biotechnology
Industry Investment Banking
Experience
Aquilo Partners February 2009 - Present
JP Morgan August 2006 - February 2009
Cowen and Company February 2000 - July 2006
Stern Stewart & Co. July 1998 - January 2000
Education
University of Virginia 1991 — 1995
B.S., Foreign Affairs
University of South Carolina - Darla Moore School of Business 1996 — 1998
MIBS, International Finance, French
Aquilo Partners February 2009 - Present
JP Morgan August 2006 - February 2009
Cowen and Company February 2000 - July 2006
Stern Stewart & Co. July 1998 - January 2000
Education
University of Virginia 1991 — 1995
B.S., Foreign Affairs
University of South Carolina - Darla Moore School of Business 1996 — 1998
MIBS, International Finance, French
Paul Shotton's J.P. Morgan Experience 1997 - 2004
Job Managing Director at UBS AG
Industry Financial Services
Experience
UBS AG October 2008 - Present
Lehman Brothers June 2004 - October 2008
JP Morgan 1997 - 2004
JPMorgan, Chase & Co. 1997 - 2004
Goldman Sachs 1987 - 1992
Skills
Portfolio Management, Risk Management, Market Risk, Operational Risk, Investment Banking, Credit Derivatives, Bonds, Fixed Income, Interest Rate..., Hedge Funds, Capital Markets, Counterparty Risk, Derivatives, Financial Risk, Prime Brokerage, Equities, Asset Management, Alternative Investments, Structured Products, Management, Trading Systems, Credit Risk, Equity Derivatives, Emerging Markets, Asset Managment, Quantitative Finance, Valuation, Financial Analysis, FX Options, Financial Markets, Liquidity Risk
Education
University of Oxford 1979 — 1985
BA, MA, DPhil, Physics: High Energy Physics
UBS AG October 2008 - Present
Lehman Brothers June 2004 - October 2008
JP Morgan 1997 - 2004
JPMorgan, Chase & Co. 1997 - 2004
Goldman Sachs 1987 - 1992
Skills
Portfolio Management, Risk Management, Market Risk, Operational Risk, Investment Banking, Credit Derivatives, Bonds, Fixed Income, Interest Rate..., Hedge Funds, Capital Markets, Counterparty Risk, Derivatives, Financial Risk, Prime Brokerage, Equities, Asset Management, Alternative Investments, Structured Products, Management, Trading Systems, Credit Risk, Equity Derivatives, Emerging Markets, Asset Managment, Quantitative Finance, Valuation, Financial Analysis, FX Options, Financial Markets, Liquidity Risk
Education
University of Oxford 1979 — 1985
BA, MA, DPhil, Physics: High Energy Physics
Lee Spelman Doty's J.P. Morgan Experience June 1989 - Present
Job Managing Director at JP Morgan
Industry Investment Management
Experience
JP Morgan June 1989 - Present
Education
University of Pennsylvania 1972 — 1976
Wharton, Finance
west orange
wohs
wohs
wohs
wohs
JP Morgan June 1989 - Present
Education
University of Pennsylvania 1972 — 1976
Wharton, Finance
west orange
wohs
wohs
wohs
wohs
Dennis Gniewosz's J.P. Morgan Experience August 2009 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
JP Morgan August 2009 - Present
JP Morgan 2000 - July 2009
JP Morgan 1994 - 2000
The Chase Manhattan Bank 1992 - 1994
The Bank of New York 1988 - 1991
The Chase Manhattan Bank 1985 - 1988
The Morgan Guaranty Trust Co. of New York 1982 - 1985
Skills
Financial Services, Banking, Risk Management, Management, Strategy, Relationship Management, Product Management, Treasury Management, Cash Management, Emerging Payments, Series 63, Technological Innovation, Capital Markets, Consulting, Fixed Income, Payments, Selling, Financial Institutions, Treasury Services, Portfolio Management, Exceptional People..., Payment Systems
Education
University of Rochester 1978 — 1982
BA
JP Morgan August 2009 - Present
JP Morgan 2000 - July 2009
JP Morgan 1994 - 2000
The Chase Manhattan Bank 1992 - 1994
The Bank of New York 1988 - 1991
The Chase Manhattan Bank 1985 - 1988
The Morgan Guaranty Trust Co. of New York 1982 - 1985
Skills
Financial Services, Banking, Risk Management, Management, Strategy, Relationship Management, Product Management, Treasury Management, Cash Management, Emerging Payments, Series 63, Technological Innovation, Capital Markets, Consulting, Fixed Income, Payments, Selling, Financial Institutions, Treasury Services, Portfolio Management, Exceptional People..., Payment Systems
Education
University of Rochester 1978 — 1982
BA
Graham Orton's J.P. Morgan Experience April 2009 - July 2015
Job Senior Equity Derivatives Trader (Managing Director) at JP Morgan
Industry Banking
Experience
JP Morgan April 2009 - July 2015
Bear Stearns May 2000 - June 2008
Lehman Brothers October 1994 - May 2000
Standard Chartered Bank September 1988 - October 1994
Skills
Equity Derivatives, Trading, Derivatives, Structured Products
Education
University of Oxford 1985 — 1988
MA, Mathematics
JP Morgan April 2009 - July 2015
Bear Stearns May 2000 - June 2008
Lehman Brothers October 1994 - May 2000
Standard Chartered Bank September 1988 - October 1994
Skills
Equity Derivatives, Trading, Derivatives, Structured Products
Education
University of Oxford 1985 — 1988
MA, Mathematics
Nida Hamid's J.P. Morgan Experience 2006 - 2008
Job Human Resources Professional
Industry Human Resources
Experience
JP Morgan 2006 - 2008
Argent Mortgage October 2003 - June 2006
H&R Block December 2001 - April 2004
Skills
Access, Analysis, Applicant Tracking..., Recruiting, Program Management, Networking
Education
University of Phoenix 2006 — 2007
MBA, Management/ HR
JP Morgan 2006 - 2008
Argent Mortgage October 2003 - June 2006
H&R Block December 2001 - April 2004
Skills
Access, Analysis, Applicant Tracking..., Recruiting, Program Management, Networking
Education
University of Phoenix 2006 — 2007
MBA, Management/ HR
Francis O'Neill's J.P. Morgan Experience June 2008 - March 2009
Job Senior Vice President at Structured Portfolio Management
Industry Investment Banking
Experience
Structured Portfolio Management October 2013 - Present
Lord Abbett January 2011 - October 2013
ORIX Capital Markets August 2009 - February 2011
JP Morgan June 2008 - March 2009
Bear Stearns June 2004 - March 2009
Skills
Investments, ABS, Capital Markets, CMBS, Portfolio Management, Fixed Income, Structured Products, Trading, Real Estate Financing, Valuation, Asset Management, Hedge Funds
Education
University of Pennsylvania 1998 — 2002
BA, Economics
University of Pennsylvania
Structured Portfolio Management October 2013 - Present
Lord Abbett January 2011 - October 2013
ORIX Capital Markets August 2009 - February 2011
JP Morgan June 2008 - March 2009
Bear Stearns June 2004 - March 2009
Skills
Investments, ABS, Capital Markets, CMBS, Portfolio Management, Fixed Income, Structured Products, Trading, Real Estate Financing, Valuation, Asset Management, Hedge Funds
Education
University of Pennsylvania 1998 — 2002
BA, Economics
University of Pennsylvania
Devorah Posner's J.P. Morgan Experience 1983 - 1984
Job Posner Place
Industry Computer Networking
Experience
Dev Posner July 2002 - Present
Cap Gemini Ernst & Young May 1999 - January 2004
CIBC 1998 - 1999
McKinsey & Company March 1996 - February 1998
Merrill Lynch 1993 - 1996
JPMorgan Chase 1984 - 1993
JP Morgan 1983 - 1984
Skills
IT Strategy, Outsourcing, Business Process..., Business Intelligence, Project Management, Systems Integration, Program Management, Management Consulting, Change Management, Business Transformation, Business Analysis, Business Strategy, Cloud Computing, IT Management, Business Process
Education
University of Pittsburgh 1980 — 1982
Master of Public Administration (MPA), Managing Information Systems
University of Pittsburgh 1974 — 1978
Bachelor of Science (BS)
Dev Posner July 2002 - Present
Cap Gemini Ernst & Young May 1999 - January 2004
CIBC 1998 - 1999
McKinsey & Company March 1996 - February 1998
Merrill Lynch 1993 - 1996
JPMorgan Chase 1984 - 1993
JP Morgan 1983 - 1984
Skills
IT Strategy, Outsourcing, Business Process..., Business Intelligence, Project Management, Systems Integration, Program Management, Management Consulting, Change Management, Business Transformation, Business Analysis, Business Strategy, Cloud Computing, IT Management, Business Process
Education
University of Pittsburgh 1980 — 1982
Master of Public Administration (MPA), Managing Information Systems
University of Pittsburgh 1974 — 1978
Bachelor of Science (BS)
Jennifer Cobleigh's J.P. Morgan Experience 1997 - 1999
Job
Industry Investment Management
Experience
George Washington University 2011 - 2014
Greenhill & Co. 2001 - 2010
GE Equity 2000 - 2000
JP Morgan 1997 - 1999
J.P. Morgan 1995 - 1997
J.P. Morgan 1994 - 1995
Skills
Asset Management, Investments, Private Equity, Venture Capital, Hedge Funds, Equities, Fixed Income, Credit, Emerging Markets, Investment Banking, Mergers & Acquisitions, Debt Restructuring, Corporate Finance, Capital Markets, Financial Modeling, Valuation, Due Diligence, Client Development, Client Relations, Client Presentation, Team Leadership, Project Management, Corporate Recruiting, Employee Training
Education
University of Pennsylvania - The Wharton School
MBA
University of Virginia
BA
George Washington University 2011 - 2014
Greenhill & Co. 2001 - 2010
GE Equity 2000 - 2000
JP Morgan 1997 - 1999
J.P. Morgan 1995 - 1997
J.P. Morgan 1994 - 1995
Skills
Asset Management, Investments, Private Equity, Venture Capital, Hedge Funds, Equities, Fixed Income, Credit, Emerging Markets, Investment Banking, Mergers & Acquisitions, Debt Restructuring, Corporate Finance, Capital Markets, Financial Modeling, Valuation, Due Diligence, Client Development, Client Relations, Client Presentation, Team Leadership, Project Management, Corporate Recruiting, Employee Training
Education
University of Pennsylvania - The Wharton School
MBA
University of Virginia
BA
Debra Bramhall's J.P. Morgan Experience 2003 - 2003
Job Program Manager West Penn Area Health Systems at SDLC Partners, L.P.
Industry Financial Services
Experience
SDLC Partners, L.P. November 2009 - Present
ServiceLink February 2009 - November 2009
Bank of New York Mellon 2007 - 2008
JPMorgan Chase 2003 - 2007
JP Morgan 2003 - 2003
Qwest Communications June 2000 - February 2002
American Century Investments 1998 - 2000
Education
Columbus University 1998 — 2001
Masters, IT Total Quality Management
University of Phoenix 1991 — 1995
Bachelor of Science, Information Technology Sciences
SDLC Partners, L.P. November 2009 - Present
ServiceLink February 2009 - November 2009
Bank of New York Mellon 2007 - 2008
JPMorgan Chase 2003 - 2007
JP Morgan 2003 - 2003
Qwest Communications June 2000 - February 2002
American Century Investments 1998 - 2000
Education
Columbus University 1998 — 2001
Masters, IT Total Quality Management
University of Phoenix 1991 — 1995
Bachelor of Science, Information Technology Sciences
Drew Herold's J.P. Morgan Experience July 1999 - June 2000
Job Senior VP at Contrarian Capital Management
Industry Real Estate
Experience
Contrarian Capital Management March 2006 - Present
Cerberus Partners July 2000 - June 2003
JP Morgan July 1999 - June 2000
Hines July 1997 - June 1999
Skills
Real Estate Private..., Distressed Debt, Distressed Property, Alternative Investments, Asset Management, Hedge Funds, Due Diligence, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Vanderbilt University 1993 — 1997
Bachelor's Degree, Economics and Spanish
Contrarian Capital Management March 2006 - Present
Cerberus Partners July 2000 - June 2003
JP Morgan July 1999 - June 2000
Hines July 1997 - June 1999
Skills
Real Estate Private..., Distressed Debt, Distressed Property, Alternative Investments, Asset Management, Hedge Funds, Due Diligence, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Vanderbilt University 1993 — 1997
Bachelor's Degree, Economics and Spanish
Ram Nair's J.P. Morgan Experience 2007 - 2010
Job Senior Associate at Gryphon Investors
Industry Venture Capital & Private Equity
Experience
Gryphon Investors 2010 - 2014
JP Morgan 2007 - 2010
Skills
Valuation, Private Equity, Capital Markets, Investment Banking, Financial Modeling, Due Diligence, Corporate Development, Venture Capital, M&A experience, Equities, Investments, LBO, Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Business Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Chicago
BA/BS, Economics and Mathematics
Gryphon Investors 2010 - 2014
JP Morgan 2007 - 2010
Skills
Valuation, Private Equity, Capital Markets, Investment Banking, Financial Modeling, Due Diligence, Corporate Development, Venture Capital, M&A experience, Equities, Investments, LBO, Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Business Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Chicago
BA/BS, Economics and Mathematics
Stephen Dougherty's J.P. Morgan Experience 2005 - 2007
Job Managing Director, Head of Structured Assets & Alternatives at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management March 2010 - Present
ING Investment Management February 2009 - August 2010
ING Investment Management 2007 - 2009
JP Morgan 2005 - 2007
Societe Generale 1993 - 2000
Skills
Hedge Funds, Direct Sales, Institutional Investors, Asset Managment, Product Development, Investor Relations, Product Launch, Derivatives, Fixed Income Strategies, Covered Calls, Hedge Fund Operations, Real Estate Funds, Closed End Funds, International Sales, Asset Management
Education
University of Pennsylvania - The Wharton School
BS, Economics
Voya Investment Management March 2010 - Present
ING Investment Management February 2009 - August 2010
ING Investment Management 2007 - 2009
JP Morgan 2005 - 2007
Societe Generale 1993 - 2000
Skills
Hedge Funds, Direct Sales, Institutional Investors, Asset Managment, Product Development, Investor Relations, Product Launch, Derivatives, Fixed Income Strategies, Covered Calls, Hedge Fund Operations, Real Estate Funds, Closed End Funds, International Sales, Asset Management
Education
University of Pennsylvania - The Wharton School
BS, Economics
Matthew Potter's J.P. Morgan Experience June 2010 - August 2010
Job Associate at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners July 2013 - Present
Financial Technology Partners October 2010 - March 2013
JP Morgan June 2010 - August 2010
Growthink June 2009 - April 2010
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Capital IQ, Corporate Finance, DCF, LBO, Mergers, Business Valuation, Capital Markets, Due Diligence, Equity Valuation, Industry Research, Equity Research, Enterprise Valuation, M&A experience, DCF Valuation, Mergers & Acquisitions, Corporate Development, Private Equity
Education
University of Southern California 2006 — 2010
BS, Business Administration
Vista Equity Partners July 2013 - Present
Financial Technology Partners October 2010 - March 2013
JP Morgan June 2010 - August 2010
Growthink June 2009 - April 2010
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Capital IQ, Corporate Finance, DCF, LBO, Mergers, Business Valuation, Capital Markets, Due Diligence, Equity Valuation, Industry Research, Equity Research, Enterprise Valuation, M&A experience, DCF Valuation, Mergers & Acquisitions, Corporate Development, Private Equity
Education
University of Southern California 2006 — 2010
BS, Business Administration
David Roscoe's J.P. Morgan Experience May 1967 - 1999
Job
Industry
Experience
The Hastings Center 2009 - Present
RiskMetrics Group May 2003 - May 2008
Bridge Information Systems 1999 - 2003
JP Morgan May 1967 - 1999
United States Navy 1967 - 1972
Education
University of Oregon 1966 — 1967
MBA, Finance
Yale University 1961 — 1965
BA, Economics (Honors)
The Hastings Center 2009 - Present
RiskMetrics Group May 2003 - May 2008
Bridge Information Systems 1999 - 2003
JP Morgan May 1967 - 1999
United States Navy 1967 - 1972
Education
University of Oregon 1966 — 1967
MBA, Finance
Yale University 1961 — 1965
BA, Economics (Honors)
Ryan Tancer's J.P. Morgan Experience June 2009 - August 2009
Job Senior Auditor and Assistant Vice President at Citi
Industry Financial Services
Experience
Citi July 2014 - Present
Nielsen July 2013 - July 2014
Nielsen March 2012 - June 2013
The Nielsen Company August 2010 - March 2012
JP Morgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Stroock & Stroock & Lavan LLP June 2007 - August 2007
Skills
Market Research, Data Analysis, Excel, PowerPoint, Research, Microsoft Excel, Prime Brokerage, Marketing Research, Analysis
Education
University of Pennsylvania 2006 — 2010
BA, Economics
Citi July 2014 - Present
Nielsen July 2013 - July 2014
Nielsen March 2012 - June 2013
The Nielsen Company August 2010 - March 2012
JP Morgan June 2009 - August 2009
JP Morgan June 2008 - August 2008
Stroock & Stroock & Lavan LLP June 2007 - August 2007
Skills
Market Research, Data Analysis, Excel, PowerPoint, Research, Microsoft Excel, Prime Brokerage, Marketing Research, Analysis
Education
University of Pennsylvania 2006 — 2010
BA, Economics
Artie Silva's J.P. Morgan Experience 2010 - Present
Job Electronic Client Solutions at JPMorgan Chase & Co
Industry Financial Services
Experience
JP Morgan 2010 - Present
International Securities Exchange 2001 - 2009
Merrill Lynch 1995 - 2000
Skills
Portfolio Management, Investments, FINRA, Vendor Management, Alternative Investments, SDLC, Mutual Funds, ETFs, AML, Asset Management, Hedge Funds, Bloomberg Terminal
Education
ST. Peters Boys HS
University of Scranton
Bachelor of Arts (BA), Communication/ Business
JP Morgan 2010 - Present
International Securities Exchange 2001 - 2009
Merrill Lynch 1995 - 2000
Skills
Portfolio Management, Investments, FINRA, Vendor Management, Alternative Investments, SDLC, Mutual Funds, ETFs, AML, Asset Management, Hedge Funds, Bloomberg Terminal
Education
ST. Peters Boys HS
University of Scranton
Bachelor of Arts (BA), Communication/ Business
Eric Gea's J.P. Morgan Experience June 2009 - August 2009
Job MBA Candidate at The Wharton School University of Pennsylvania
Industry
Experience
Tesla Motors May 2015 - August 2015
QFS Asset Management, L.P. November 2011 - 2013
Krebol Management June 2010 - September 2011
UBS Wealth Management September 2009 - January 2010
JP Morgan June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA Candidate, Strategic Management, Marketing & Operations
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (BSc), Finance, Marketing
Tesla Motors May 2015 - August 2015
QFS Asset Management, L.P. November 2011 - 2013
Krebol Management June 2010 - September 2011
UBS Wealth Management September 2009 - January 2010
JP Morgan June 2009 - August 2009
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA Candidate, Strategic Management, Marketing & Operations
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (BSc), Finance, Marketing
Larry Mendelsohn's J.P. Morgan Experience 1987 - 1992
Job Chairman and Chief Executive Officer at Great Ajax Corp
Industry Investment Management
Experience
Great Ajax Corp July 2014 - Present
Aspen Capital Management 2002 - Present
Bankers Trust Company 1992 - 1993
JP Morgan 1987 - 1992
Education
University of Chicago
University of Southern California
Great Ajax Corp July 2014 - Present
Aspen Capital Management 2002 - Present
Bankers Trust Company 1992 - 1993
JP Morgan 1987 - 1992
Education
University of Chicago
University of Southern California
Nick Stratopoulos's J.P. Morgan Experience July 1991 - April 2001
Job Managing Director at BNP Paribas
Industry Banking
Experience
BNP Paribas Managing DirectorRoyal Bank of ScotlandDecember 2004 - December 2009
Barclays Capital April 2001 - December 2004
JP Morgan July 1991 - April 2001
Education
University of Pennsylvania - The Wharton School 1987 — 1991
BS, Economics/Finance
BNP Paribas Managing DirectorRoyal Bank of ScotlandDecember 2004 - December 2009
Barclays Capital April 2001 - December 2004
JP Morgan July 1991 - April 2001
Education
University of Pennsylvania - The Wharton School 1987 — 1991
BS, Economics/Finance
John Stuckey's J.P. Morgan Experience June 2012 - June 2014
Job Associate at Quantum Energy Partners
Industry Financial Services
Experience
Quantum Energy Partners July 2014 - Present
JP Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Skills
Investment Banking, Bloomberg, Valuation, Financial Modeling
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Electrical and Electronics Engineering
Quantum Energy Partners July 2014 - Present
JP Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Skills
Investment Banking, Bloomberg, Valuation, Financial Modeling
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Electrical and Electronics Engineering
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.