J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Symphony Technology Group August 2013 - Present
J.P. Morgan April 2011 - August 2013
Oppenheimer & Co. July 2010 - February 2011
Education
Brown University
A.B., Economics
St. Andrew's School
Magna cum laude
J.P. Morgan June 2015 - August 2015
Peak Capital Partners May 2014 - August 2014
U.S. Department of the Treasury January 2014 - April 2014
Linsalata Capital August 2013 - December 2013
Dolphin Capital February 2013 - September 2013
Merrill Lynch June 2013 - August 2013
The Church of Jesus Christ of Latter-day Saints January 2011 - January 2013
Education
BYU 2010 — 2016
Bachelor's Degree, Accounting
Dixie State College 2009 — 2010
General Studies
Seminole Hard Rock Hotel & Casino Hollywood August 2011 - Present
J.P. Morgan March 2011 - August 2014
Wells Fargo December 2009 - March 2011
Bank of America April 2008 - December 2009
BankAtlantic September 2005 - April 2008
Bank of America October 2004 - September 2005
Skills
Management, Training
Education
Florida Atlantic University 2013 — 2014
Bachelor of Urban Design, City/Urban, Community and Regional Planning
Broward College 2006 — 2010
Associate of Arts (AA), Finance, General
Brown Daily Herald Inc. September 2013 - Present
J.P. Morgan May 2014 - August 2014
Deloitte June 2013 - July 2013
Facebook June 2012 - August 2012
Skills
Economics, Political Science, Corporate Finance, Creative Writing, Languages, Microsoft Excel, PowerPoint, Factiva, Financial Accounting, Market Research, Bloomberg, French, Advertising, Financial Modeling, Data Analysis, Public Speaking, Microsoft Word
Education
Brown University 2011 — 2015
Bachelor of Arts (BA), Economics and Political Science
Mahindra United World College of India 2009 — 2011
The International Baccalaureate Diploma
Chase March 2015 - Present
J.P. Morgan July 2013 - March 2015
Klick'n January 2013 - April 2013
BYU Independent Study August 2011 - April 2013
Skills
Public Speaking, Microsoft Office, Customer Service, Employee Training, Problem Solving, Team Leadership, Social Media, Collaborative Problem..., Writing, Research, Critical Thinking, Spanish, American Literature, American History, Spanish Literature, Presentations, Interior Design, Culinary Skills, Leadership, Event Planning, Editing, Teaching, Archival Research, Social Networking, Training, Blogging, Advertising, Access, Technical Writing
Education
Brigham Young University 2009 — 2013
Bachelor of Arts (B.A.), American Studies
J.P. Morgan March 2014 - Present
J.P. Morgan May 2013 - August 2013
BYU Global Financial Advisors January 2012 - April 2013
Element Financial Group June 2012 - March 2013
Ronald McDonald House January 2011 - April 2011
Service Teaching Project June 2009 - July 2009
Skills
Basic programming (BVA), Microsoft Office, Bloomberg, Spanish, English and..., Financial Modeling, Social Media, Valuation, Analysis, Investments
Education
Brigham Young University 2011 — 2013
Finance
LDS Business College 2009 — 2011
Business Associates
CEBA
Lawn Enforcement noneLawn EnforcementMay 2012 - Present
J.P. Morgan July 2012 - August 2012
Philips April 2009 - January 2012
Xerox January 2009 - April 2009
Carrier June 2008 - December 2008
Skills
Typing, Microsoft Office, Customer Service, Volunteering, Problem Solving, Schedule Control, Adaptability, Marketing Effectiveness, Highly Ambitious
Education
Susquehanna Valley 2000 — 2003
Regents, Regents, 84
Broome Community College
Business Administration, Management and Operations, 2.5
Scalar Analytics December 2012 - Present
University Venture Fund August 2012 - December 2012
J.P. Morgan May 2012 - August 2012
Signal Peak Ventures May 2011 - August 2011
Education
Brigham Young University
Bachelor's Degree, Finance
J.P. Morgan June 2011 - Present
The CMI Group, Inc. June 2009 - June 2011
Skills
Strong leadership and..., Detail-oriented with..., Proficient computer..., Confident and poised in..., Credit, Banking, Risk Management, Customer Service
Education
University of North Texas 2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Brookhaven Community College 2011 — 2013
Associate of Arts and Sciences (AAS), Business Administration and Management, General
J.P. Morgan June 2014 - September 2015
White Glass Lending - Private Money Loans January 2014 - June 2014
JPMorgan Chase June 2013 - August 2013
The Aclaime Group January 2013 - May 2013
Beneficial Financial Group January 2013 - April 2013
The Aclaime Group September 2012 - December 2012
Kalood January 2012 - December 2012
Silverline Security January 2012 - August 2012
The Church of Jesus Christ of Latter-day Saints September 2011 - April 2012
Skills
Market Research, Entrepreneurship, Microsoft Excel, Financial Modeling, Business Development, Strategy, Data Analysis, Social Networking, Marketing, Customer Service, Salesforce.com, Latvian, Excel, Wordpress, HTML
Education
Brigham Young University 2008 — 2014
Bachelor of Science (BS), Finance
Cricket Health Inc. June 2015 - Present
The Wharton School August 2014 - Present
LinkedIn December 2011 - May 2014
J.P. Morgan June 2009 - December 2011
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Brown University 2005 — 2009
BA, Economics
Intel Corporation May 2014 - August 2014
Intermountain Healthcare September 2013 - December 2013
J.P. Morgan May 2012 - August 2012
TOKS LLC December 2010 - August 2012
Sundance Capital Group February 2012 - April 2012
Colliers International January 2012 - April 2012
Skills
Investments, Finance, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Financial Modeling, Leadership, Financial Analysis, Analysis, Asset Management, Mergers & Acquisitions
Education
Brigham Young University 2010 — 2014
Bachelor in Finance
Chadwick 2004 — 2007
Olympus Wealth Management, LLC May 2013 - Present
J.P. Morgan May 2010 - May 2013
Jones Waldo Holbrook & McDonough June 2007 - May 2010
Procopio, Cory, Hargreaves & Savitch April 2005 - April 2007
Sullivan Hill Lewin Rez & Engel November 2004 - April 2005
Skills
Wealth Management
Education
University of San Diego School of Law 2004 — 2005
LL.M. in Tax, Tax Law
Wake Forest University School of Law 2001 — 2004
J.D., Law
Brigham Young University 1995 — 2001
B.A., English and Japanese
Olympus Wealth Management, LLC May 2013 - Present
J.P. Morgan January 2013 - May 2013
J.P. Morgan July 2010 - January 2013
J.P. Morgan May 2007 - July 2010
BYU-Idaho January 2007 - May 2007
JP Morgan January 2006 - July 2006
Skills
Financial Modeling, Economics, Financial Analysis, Portfolio Management, Asset Allocation, Investments, Equities, Equity Research, Fixed Income, Hedge Funds, Private Equity, Venture Capital, Emerging Markets, Capital Markets, Due Diligence, Finance, Bloomberg, Valuation, Series 7, Investment Banking
Education
University of Utah - David Eccles School of Business 2011 — 2013
Master of Business Administration (MBA), GPA: 3.94, Top 10% of all graduate students
Brigham Young University - Idaho 2004 — 2007
BA, Economics, Major GPA: 4.0
Starbucks September 2015 - Present
Dodge & Cox July 2014 - August 2015
Dodge & Cox July 2012 - July 2014
Bank of America Merrill Lynch June 2011 - August 2011
J.P. Morgan January 2011 - April 2011
University Venture Fund October 2010 - April 2011
Beneficial Financial Group September 2010 - December 2010
John Deere June 2010 - August 2010
Education
Brigham Young University 2007 — 2012
Master, Accounting
J. P. Morgan June 2014 - Present
University Venture Fund June 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Brigham Young University January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints September 2009 - August 2011
Education
Brigham Young University 2008 — 2014
BS, Finance
Harvard Business School July 2015 - Present
Federal Reserve Bank of New York June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Bank of Israel June 2012 - August 2012
Skills
Java, Python, Stata, R, Haver Analytics, Microsoft Excel, Classical Guitar, Bloomberg, Git, Github
Education
Brown University 2011 — 2015
B.S., B.A., Applied Mathematics and Economics, with Honors; GPA: 3.95/4.0
Wheeler School 2007 — 2011
High School
J.P. Morgan February 2015 - Present
J.P. Morgan September 2011 - Present
JPMorgan Chase May 2010 - August 2011
Merrill Lynch October 2006 - April 2010
America First Credit Union February 2002 - September 2006
Texas Houston East Mission 1999 - 2001
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Investment Strategies, Portfolio Management, Small Business, Finance, Wealth, Employee Benefits, Wealth Management..., Disability Insurance
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2013
MBA, Asset Management
Brigham Young University 2003 — 2006
Bachelor of Arts, Political Science
McKinsey & Company 2013 - Present
Sterling Partners June 2012 - August 2012
J.P. Morgan July 2008 - July 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Private Equity, Bloomberg, Due Diligence, Capital Markets, Equities, Investments, Fixed Income, Portfolio Management, Asset Management, Equity Research, Corporate Development, Venture Capital, Finance, Alternative Investments, Economics, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA)
Brigham Young University 2004 — 2008
Bachelor of Science (BS), Business Management
CFA
J.P. Morgan 2013 - Present
JPMorgan Chase November 2010 - June 2011
JPMorgan India Pvt. Ltd. April 2010 - November 2010
JPMorgan Chase April 2008 - April 2010
Mitchell Madison Group June 2007 - April 2008
Hangout Industries September 2006 - May 2007
Reliance Industries May 2006 - August 2006
Skills
Analytics, Investment Banking, Start-ups, Business Strategy, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Risk Management, Valuation, Business Development
Education
Columbia Business School 2011 — 2013
MBA, Finance
Brown University 2003 — 2007
BA, Commerce, Organization & Entrepreneurship
Piper Jaffray March 2014 - Present
J.P. Morgan January 2013 - March 2014
Bloomberg March 2012 - January 2013
Bloomberg March 2010 - March 2012
Bloomberg June 2008 - February 2010
Bear Stearns June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Bloomberg Terminal, Project Planning, Financial Reporting, Project Execution, Financial Analysis, Private Equity, Budget Management, Project Initiation, Chinese culture, Japanese culture, Team Leadership, Translation, Series 63, Series 7, Equity Research
Education
Brandeis University 2004 — 2008
Bachelors of Art, Major in Psychology and East Asian Studies, Minor in Business, 3.89 / 4.0
Columbia University/Kyoto University (Kyoto Consortium for Japanese Studies) 2007 — 2007
Study Abroad, Japanese Language and Literature, 4.0/4.0
The World Bank Group - IFC Asset Management Company August 2013 - Present
J.P. Morgan June 2009 - August 2013
Lehman Brothers May 2008 - July 2008
U.S. Department of Commerce June 2007 - August 2007
Education
Brown University 2006 — 2009
Bachelor of Arts (BA), International Relations, Economics
J.P. Morgan January 2015 - Present
Morgan Stanley Wealth Management January 2014 - Present
JoBear Designs 2013 - Present
Idealab August 2008 - November 2013
Orso Restaurant April 2002 - August 2008
Choice Professionals January 2001 - April 2002
Star Staffing May 2000 - October 2001
Scoozi! Lettuce Entertain You Enterprises April 1998 - May 2000
Skills
Management, Entertainment, Acting, Fashion, Television, Film, Comedy, Microsoft Office Suite, Outlook, PC and Mac proficient, Microsoft Office, Improvisation, Independent Film, Stage, Musical Theatre, Commercials, Theatre, Feature Films, Human Resources, Voice Acting, Drama
Education
Briar Cliff University 1990 — 1994
Bachelor of Arts Degree, Theatre/Theatre Arts Management
State of New Jersey September 2014 - January 2015
J.P. Morgan September 2014 - December 2014
National Trust for Historic Preservation May 2014 - September 2014
National Immigration Forum February 2014 - May 2014
U.S. House of Representatives August 2013 - January 2014
Cory Booker for United States Senate June 2013 - August 2013
State of New Jersey December 2012 - August 2013
Wills Eye Institute January 2012 - August 2013
Obama for America 2012 - November 2012
Education
Brigham Young University - Idaho 2015 — 2015
Bachelor's Degree, Political Science and Foreign Affairs
The George Washington University 2013 — 2014
B.A., Political Science and International Affairs
Raritan Valley Community College 2011 — 2013
A.A., Liberal Arts
Dimensional Fund Advisors August 2013 - Present
MBA Investment Fund, LLC 2011 - 2013
J.P. Morgan June 2012 - August 2012
K Olson, Inc. April 2009 - August 2011
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master, Business Administration
Brigham Young University 2007 — 2009
BS, Finance
Northern State University 2006 — 2007
AS, General Studies
JPMorgan Chase September 2013 - Present
Kiwi Crate 2011 - 2013
J.P. Morgan May 2006 - April 2011
95.5 WBRU January 2005 - December 2005
95.5 WBRU January 2004 - December 2004
Skills
CRM, Product Management, Market Research, Competitive Analysis, Management, Analytics, Marketing, Start-ups, Strategy, Product Marketing, Marketing Strategy, Entrepreneurship, Financial Modeling, E-commerce, Cross-functional Team..., Leadership, Business Development, Business Strategy, Strategic Planning
Education
Brown University 2002 — 2006
ScB, Biomedical Engineering
Woodward Academy
Glenmede Trust Company January 2010 - Present
Glenmede Trust Company May 2003 - Present
JP Morgan Chase June 2001 - April 2003
JP Morgan April 1994 - June 2001
JP Morgan August 1981 - June 1993
J.P. Morgan 1981 - 1982
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
M.S., Statistics and Operations Research
Brown University 1977 — 1981
A.B., Independent Concentration: African Political Economy
J.P. Morgan May 2014 - Present
J.P. Morgan March 2011 - May 2014
Epic Ventures April 2010 - August 2010
Brigham Young University - Idaho January 2010 - April 2010
PPC Marketing February 2007 - September 2009
Skills
Financial Modeling, Venture Capital, Interest Rate..., Econometrics, Portuguese, Investments, Due Diligence, Management, Economics
Education
Brigham Young University - Idaho 2006 — 2010
Financial Economics, Economics, Finance
Clarion Partners LLC November 2007 - Present
ING November 2007 - Present
J.P. Morgan November 2005 - November 2007
Ramius Capital Group February 2004 - February 2005
Queens District Attorney's Office August 1995 - February 2004
Skills
Securities Law, Securities, Corporate Governance, Compliance, Due Diligence, Broker-Dealer, Regulatory Affairs, Investment Management, Alternative Investments, Asset Management, Corporate Law, Hedge Funds, Securities Regulation, Legal Research, Risk Management, Litigation
Education
Brooklyn Law School 1991 — 1995
Juris Doctor (J.D.), Law
City University of New York City College
Bachelor of Arts (BA), International Relations and Affairs
J.P. Morgan August 2014 - Present
Target November 2005 - August 2014
Sylvan Learning Center October 2010 - January 2011
Skills
Microsoft Excel, SAS, R, Matlab, Maple, Java, Minitab, JavaScript, HTML, Calculus, Linear Algebra, Probability, Regression Analysis, Statistical Sampling, Experimental Design, VBA
Education
Rutgers University
Bachelor of Arts (B.A.), Mathematics and Statistics
Brookdale Community College
Associate of Science (A.S.), Mathematics
J.P. Morgan July 2013 - Present
Wells Fargo Securities June 2012 - August 2012
Russell-Newman, Inc. October 2008 - August 2011
Deloitte & Touche September 2005 - October 2008
Education
Southern Methodist University 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Brigham Young University 1998 — 2005
Master of Accounting
J.P. Morgan April 2000 - Present
Novell 1988 - 2000
Skills
Java, Management, Software Development, Mobile Application..., Team Leadership, Client-server..., Agile Methodologies, Scrum, C++, Trading Systems, Electronic Trading, Databases, GUI development, GUI Designing, UML
Education
Brigham Young University 1983 — 1988
BS, Business
Bank of America October 2010 - Present
Bank of America May 1998 - September 2010
Nixon Peabody March 1996 - April 1998
J.P. Morgan May 1992 - February 1996
Office of the Comptroller of the Currency September 1988 - April 1992
Skills
Capital Markets, AML, Banking, Corporate Governance, Financial Risk, Risk Management, Corporate Finance, Credit, Corporate Law, Loans, Commercial Banking, Finance, Operational Risk, Financial Institutions, Securities Regulation, Syndications, Loan Origination, Structured Finance, Banking Law, Internal Audit, Operational Risk..., Commercial Lending, Securities, Financial Regulation, Bank Secrecy Act, Anti Money Laundering
Education
Brooklyn Law School 1985 — 1988
JD, Finance/Banking
Manhattan College 1979 — 1983
BS, Finance/Computer Info. Systems
J.P. Morgan December 2013 - Present
Trump National Golf Club March 2012 - December 2013
Safra National Bank of New York January 2011 - July 2011
Merrill Lynch August 2010 - December 2010
Roton Point Club in Connecticut May 2009 - August 2009
Refrigerantes Marajá Ltda August 2004 - January 2005
Player June 2000 - August 2004
Skills
Budgets, Microsoft Excel, PowerPoint, Banking, Fundraising, Spanish, Marketing Strategy, Customer Service, English, Portuguese, Coaching, Microsoft Word, Excel, Customer Relations, Microsoft Office, Word, Outlook, Series 7
Education
University of West Florida - College of Business 2005 — 2010
Finance, Finance, Marketing and Management
Brenau University
J.P. Morgan August 2014 - Present
JPMorgan Chase March 2014 - Present
MetLife Financial Group of New York September 2013 - December 2013
Law Offices of Ira L. Slade, P.C. February 2013 - May 2013
Alpari (US), LLC September 2012 - December 2012
Mayor's Office of Pensions & Investments, NYC Dept of Finance May 2012 - August 2012
Hon. Brian M. Cogan, US Dist Judge, E.D.N.Y. January 2012 - May 2012
Christie's September 2011 - December 2011
Kings County Supreme Court, Civil Term May 2011 - August 2011
Skills
Finance, Securities, Credit Trading, Syndications, Research, Securities Regulation, Private Equity, Mergers & Acquisitions, Due Diligence, Trading, Bankruptcy, Credit Derivatives, Investment Banking, Banking, Loans, Microsoft Excel, Legal Research, Legal Writing, Corporate Law, Westlaw, Capital Markets, Intellectual Property, PowerPoint
Education
Brooklyn Law School 2010 — 2013
Doctor of Law (J.D.), Certificate in Business Law, Cum Laude
University of California, Irvine 2002 — 2006
BA, Criminology, Law and Society
J.P. Morgan June 2012 - Present
J.P. Morgan September 2009 - June 2012
J.P. Morgan June 2006 - September 2009
Skills
Investments, Securities, Capital Markets, Financial Modeling, Fixed Income, Valuation, Investment Banking, Equities, Hedge Funds, Financial Analysis
Education
Brown University
American Architectural Manufacturers Association (AAMA) March 2015 - Present
Hong Kong Trade Development Council September 2011 - September 2013
J.P. Morgan January 2011 - August 2011
Skills
International Marketing, Market Research, Marketing Communications, Event Management, Social Media Marketing, Project Management, Business Development, Report Writing, Marketing Strategy, Strategy, Microsoft Excel, Social Media, Microsoft Office, Marketing, Event Planning, Public Relations, Strategic Planning
Education
Brigham Young University - Idaho 2008 — 2010
Bachelor of Science (B.S.), English, Business
ICR February 2013 - Present
Hypatia Capital December 2011 - December 2012
McNamee Lawrence & Co. July 2007 - August 2011
Off the Record Research October 2005 - March 2007
J.P. Morgan 1999 - 2002
H&Q 1990 - 1999
Hambrecht & Quist November 1987 - 1990
Skills
Corporate Positioning, Executive Positioning, Strategic Communications, Mergers, Private Equity, Business Strategy, Start-ups, Corporate Finance, Investment Banking, Mergers & Acquisitions, Investments, Equities, Valuation, Capital Markets, Equity Research, IPO, Alternative Investments, Financial Modeling, Business Valuation, Corporate Development, Investor Relations, Portfolio Management, Trading, Private Placements
Education
Brown University
AB, Law and Society
American Stock Exchange June 2000 - December 2001
Nasdaq-Amex Market Group June 1999 - June 2000
Issuer Services November 1998 - June 1999
American Stock Exchange June 1998 - November 1998
J.P. Morgan June 1996 - June 1998
Prudential Securities, Inc January 1991 - June 1996
Skills
Securities, Investor Relations, Trading, Venture Capital, Budgets, Marketing, Management, Mutual Funds, Customer Service, IPO, Contract Negotiation, Investments, Equities
Education
Katherine Gibbs School 1990 — 1992
Associate's degree, Business Administration and Management, General
Brookdale Community College
Strategy&, part of the PwC network August 2011 - Present
Diamond Management & Technology Consultants May 2010 - August 2010
J.P. Morgan 2007 - 2009
Bear Stearns 2003 - 2007
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration, Management & Strategy, Finance, and Analytical Consulting
Brown University 1999 — 2003
Bachelor of Arts, Business Economics
HGGC, LLC August 2013 - Present
BYUMS 2015 - 2015
BYUMS 2015 - 2015
Bank of America Merrill Lynch July 2011 - June 2013
US Department of the Treasury January 2011 - April 2011
BYU Marriott School of Management, Kim Smith August 2010 - January 2011
Bank of America Merrill Lynch June 2010 - August 2010
IndustryPro January 2010 - June 2010
J.P. Morgan September 2009 - December 2009
Goldman Sachs June 2009 - August 2009
Education
Brigham Young University 2004 — 2011
Bachelor, Science Finance; Chinese
J.P. Morgan February 2015 - Present
J.P. Morgan June 2013 - February 2015
Credit Suisse January 2011 - June 2013
Credit Suisse June 2009 - August 2009
FINRA January 2009 - April 2009
Enterprise Community Partners September 2008 - December 2008
Citi Group June 2008 - August 2008
Skadden Arps June 2005 - July 2007
Skills
Litigation, Legal Research, Corporate Law, Legal Writing, Securities Regulation
Education
Brooklyn Law School 2007 — 2010
J.D.
University of Michigan 2001 — 2005
BA
Bronx High School of Science 1997 — 2001
J.P. Morgan September 2012 - Present
JPMorgan Chase January 2011 - September 2012
Russell Investments November 2009 - January 2011
Misys plc July 2008 - November 2009
Bear, Stearns & Co. Inc. February 1997 - July 2008
Prudential Insurance August 1995 - January 1997
Skills
Business Development, Offshoring, Securities, Mergers, Strategy, Equities, Investment Banking, Asset Managment, Due Diligence, Valuation, Financial Modeling, Mortgage Banking, Mortgage Servicing, Operational Turnaround
Education
Brown University 1991 — 1995
AB
J.P. Morgan February 2015 - Present
Citi June 2014 - August 2014
StepStone Group June 2013 - September 2013
IndustryPro May 2013 - August 2013
Veritas Funding June 2012 - September 2012
Peak Minerals June 2011 - September 2011
Advanced BioMatrix November 2010 - December 2010
Skills
Leadership, Financial Analysis, Management, Microsoft Excel, Financial Accounting, Market Research, Public Speaking, Microsoft Office, Accounting, PowerPoint, Private Equity, Competitive Analysis, Data Analysis, Finance, Access, Analysis, Financial Modeling, Microsoft Word, Customer Service, Mergers & Acquisitions
Education
Brigham Young University 2013 — 2015
Master's degree, Accounting, 3.9
Brigham Young University 2007 — 2013
Bachelor of Science (BS), Accounting
Rancho Bernardo High School
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan June 2015 - September 2015
SUNY Empire State College September 2012 - September 2015
Lord & Taylor June 2014 - February 2015
Macy's Herald Square (New York, NY) July 2013 - June 2014
Fiba Retail - Marks & Spencer / GAP / Banana Republic May 2013 - July 2013
Michael Kors January 2013 - April 2013
Macy's May 2011 - January 2013
Macy's October 2010 - January 2011
University of New Haven January 2010 - June 2010
Skills
Merchandising, Teamwork, Leadership, Dependable Team Player, Social Media, Young Professionals, Microsoft Office, Inventory Management, English, Maturity, Pricing, Access, Intermediate Spanish, Mathematics, Applied Statistics, Statistics, Sports Management, Finance, Internet, Inventory Valuation, Philosophy, Economics, English-Spanish, Entrepreneurship, Sales, Time Management, Retail, Customer Service, Inventory Control, Retail Sales, PowerPoint, Microsoft Excel, Clienteling, Data Analysis, Social Networking, Microsoft Word, Visual Merchandising, Outlook, Cashiering, Telephone Skills, Marketing, Team Building, Trend Forecasting, Creative Writing, Critical Thinking, Customer Satisfaction, Money, Budgets, Restaurant Management, Hotel Management
Education
Saint Peter's University 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General. GPA: 4.000
SUNY Empire State College 2012 — 2014
Bachelor of Business Administration (B.B.A.) Management and Economics, Business Administration and Management, General, 3.80
Briarcliffe College 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.93
Federal Home Loan Bank of Seattle September 2010 - Present
Metrocenter YMCA May 2014 - Present
Federal Deposit Insurance Corporation 2009 - 2010
Washington Mutual 2004 - 2009
Deutsche Bank 2003 - 2004
Deutsche Bank 2001 - 2003
J.P. Morgan 2000 - 2001
FGIC 1997 - 2000
BNY Mellon 1996 - 1997
BNY Mellon 1995 - 1996
Skills
Credit Risk, Mortgage Lending, Capital Markets, Credit, Risk Management, Portfolio Management, Banking, Fixed Income, Financial Risk, Credit Analysis, Derivatives, Securities, Loans, Asset Management, Commercial Lending, Financial Modeling, Commercial Banking, Valuation, Leadership, Strategic Planning, Management
Education
Brown University 1986 — 1990
Bachelor of Arts (B.A.)
The Colorado Springs School, Colorado Springs, Co.
BlackRock March 2015 - Present
J.P. Morgan June 2014 - August 2014
Citi January 2013 - July 2013
Global Financial Advisors, LP August 2012 - December 2012
Galorath Incorporated August 2011 - December 2011
Missionary Training Center August 2010 - November 2010
Appleton Police Department February 2010 - April 2010
Skills
Microsoft Excel, Microsoft Office, Teaching, Budgets, Public Speaking, Editing, Bloomberg Terminal, Spanish, Microsoft Word, HTML, Negotiation, Financial Modeling, Windows, Java, Microsoft Access, Analysis, Bloomberg, Data Analysis, Valuation, Intercultural...
Education
Brigham Young University 2010 — 2014
Bachelor of Arts (B.A.), Linguistics
Citi July 2015 - Present
Citi August 2013 - July 2015
CDH Investments June 2011 - August 2011
J.P. Morgan January 2011 - January 2011
Shanghai Pudong Development Bank June 2010 - August 2010
Skills
R, SAS, SQL, Excel,..., Hedge Funds, Financial Modeling, Bloomberg, Economics, Econometrics, Private Equity, Equities, Valuation, Fixed Income, Financial Risk, Equity Research, Bloomberg Terminal, Emerging Markets, Capital Markets, Investment Banking, Microsoft Office
Education
Carnegie Mellon University
Master of Science (M.Sc.), Statistical Practice
Brandeis University
Bachelor of Arts (B.A.), Mathematics; Economics
Gustavus Adolphus College
Mathematics, Violin Performance
J.P. Morgan June 2015 - August 2015
Easton Walker December 2012 - June 2015
Wells Fargo Advisors January 2009 - December 2012
Artist Maven LLC October 2007 - January 2009
Smith Barney June 2006 - October 2007
Skills
Finance, Investment Management, Financial Planning, Financial Analysis, Private Banking, Wealth Management, Estate Planning, Trust Management, Personal Trust..., Investment Policy, Insurance, Board Governance, Nonprofits, Non-profit Leadership, Non-profit Board..., Arts Administration, Music, Music Industry, Music Education, Music Festivals, Independent Film, Film Festivals, Percussion, Spanish, Customer Service
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Accounting
Brigham Young University
Bachelor of Arts (B.A.), Music
The American College
ChFC, CLU, CASL
American Institute of Banking
Personal Trust Diploma
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - July 2015
LAPA Investment Counsel October 2012 - May 2013
The Capital Group January 2012 - October 2012
Merrill Lynch August 2011 - December 2011
Alta Capital Management May 2011 - August 2011
Global Financial Advisors January 2010 - April 2011
Ameriprise Financial May 2010 - August 2010
Skills
Valuation, Equities, Investments, DCF, Morningstar, Mutual Funds, Financial Modeling, Bloomberg, Bloomberg Terminal, Economics, Financial Analysis, Stocks, Equity Research, Brazilian Portuguese, Alternative Investments, Asset Management, Capital Markets, Investment Management, Hedge Funds, Wealth Management, Financial Statement..., Portfolio Management, Private Equity, Fixed Income, Investment Strategies, Series 7, Leadership, Equity Valuation, Series 63, Financial Services, Asset Allocation
Education
Brigham Young University 2005 — 2011
Bachelor of Science (BS), Business Management - Finance Emphasis
Global Business Study Abroad
NewOak Capital LLC 2015 - Present
Financial Services / Mortgage Industry 2014 - 2015
UBS 2011 - 2014
J.P. Morgan 2006 - 2008
Clayton 2000 - 2006
Border Trust Company 1998 - 2000
Beneficial Corporation 1988 - 1998
Skills
Asset Management, Credit, Credit Analysis, Loan Origination, Portfolio Management, Residential Homes, Residential Mortgages
Education
Bridgewater State University 1985 — 1989
Bachelor’s Degree, History
J.P. Morgan July 2015 - Present
Merrill Lynch June 2014 - Present
Merrill Lynch June 2013 - August 2013
Skills
Microsoft Office, Research, English, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Economics, Social Media, International Relations, Public Speaking, Customer Service, Spanish, Leadership, Social Networking, Business Strategy, Strategic Planning, Outlook, Wealth Management, Risk Management
Education
Brown University 2011 — 2015
International Relations: Political Economy, International Business/Trade/Commerce
Universidad de Granada 2014 — 2014
Spanish, Intensive Spanish
J.P. Morgan July 2014 - Present
J.P. Morgan June 2011 - June 2014
CFA Global Investment Research Challenge October 2010 - April 2011
J.P. Morgan June 2010 - August 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Bloomberg, Finance, Investments, Series 7, Series 63, Portuguese, Equities, Financial Statement..., Fixed Income, Private Equity, Bloomberg Terminal, Equity Research, Corporate Finance, Hedge Funds
Education
Brigham Young University
B.S., Accounting
Nationstar Mortgage April 2015 - Present
State Farm April 2014 - April 2015
Exchange Solutions April 2013 - December 2013
J.P. Morgan April 2010 - September 2012
Skills
Microsoft Office, Public Speaking, Teaching, Research, Microsoft Word, Higher Education, Negotiation, AS400 Administration, Lotus Notes, Data Entry, LPS Desktop, Health Insurance, Life Insurance, Property & Casualty..., Sales, Collections, Mortgage Industry
Education
Brookhaven Community College
Associate of Science (A.S.), Art/Art Studies, General
Goldman Sachs 2012 - Present
Moon Capital June 2011 - August 2011
LG Electronics April 2011 - June 2011
Beneficial Financial Group January 2011 - April 2011
Brigham Young University September 2010 - April 2011
J.P. Morgan January 2010 - April 2010
Brigham Young University September 2008 - December 2008
Skills
Financial Modeling, Economics, Valuation, Data Analysis, Stata, Econometrics, Financial Analysis, Statistics, Finance
Education
Brigham Young University 2007 — 2011
Business Strategy/Economics
University of Cambridge 2008 — 2008
Pembroke-King’s College Programme
Sumitomo Mitsui Banking Corporation April 2015 - Present
BNY Mellon July 2014 - April 2015
J.P. Morgan February 2013 - July 2013
International Rescue Committee July 2012 - August 2012
Skills
Financial Markets, Data Analysis
Education
Brown University 2011 — 2013
Bachelor of Arts (BA), Economics
Wagner College 2008 — 2010
Technology Crossover Ventures August 2015 - Present
Citi February 2013 - June 2015
Qualtrics September 2012 - December 2012
UBS Investment Bank May 2012 - August 2012
J.P. Morgan July 2011 - October 2011
Brigham Young University January 2007 - January 2011
The Church of Jesus Christ of Latter-day Saints September 2004 - September 2006
Skills
Investment Banking, Equities, Due Diligence, Economics, Portfolio Management, Venture Capital, Capital Markets, Derivatives, Entrepreneurship, Bloomberg Terminal, Equity Research, SaaS, Fixed Income, Business Strategy, Market Research, Analysis, Business Valuation, Strategic Financial...
Education
Brigham Young University 2007 — 2011
Management, Finance
J.P. Morgan September 2015 - Present
Bloomingdale's March 2015 - August 2015
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Time Management, Training
Education
Briarcliffe College 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Criminal justice
US Transport 2015 - Present
Musculoskeletal Transplant Foundation 2004 - 2014
Microtech-Tel 2003 - 2004
Protocol / Canicom 1998 - 2003
Snyder Mfg. Co. 1994 - 1998
IBM 1990 - 1994
J.P. Morgan 1988 - 1989
KPMG 1987 - 1988
Skills
Financial Statements, Budgets, Management, Financial Analysis, Auditing, Strategic Planning, General Ledger, Internal Controls, Cost Accounting, Cognos, Payroll, QuickBooks, Great Plains Software, Workforce Management, Call Center..., Business Intelligence, Microsoft Office, Microsoft Excel, QAD, Query Writing, Blue Pumpkin, Variance Analysis
Education
Brigham Young University
Bachelor of Science (B.S.), Accounting
Millennium Management July 2013 - Present
Barclays September 2008 - July 2012
Lehman Brothers February 2001 - September 2008
J.P. Morgan June 1992 - February 2001
Skills
Fixed Income, Equities, Derivatives, Trading, Management, Financial Services, Risk Management, Investments, Executive Management, Electronic Trading
Education
Harvard University Kennedy School of Government 1990 — 1992
MPP
Brown University 1986 — 1990
BA, International Relations/South Asian Studies
Menlo School 1982 — 1986
HS
J.P. Morgan April 2014 - Present
Sallie Mae April 2011 - April 2014
American General Financial Services August 2009 - March 2011
Skills
Credit, Loans, Insurance, Customer Service, Analysis, Fraud Prevention, Fraud Analysis, Financial Services, Credit Risk, Credit Analysis, Call Center, Consumer Lending, Sales, Microsoft Excel, Microsoft Word, Marketing, Microsoft Office, PowerPoint, Loan Origination, Underwriting, Financial Analysis, Analytics, Business Analysis, Data Analysis, Loan Servicing, Forecasting, Pivot Tables, Teamwork, SQL, Auditing, Financial Reporting, Coaching, Internal Controls, Business Strategy, Testing, Cold Calling, Employee Training, Interviews, Lines Of Credit, Call Centers, Leadership, Project Management, Process Improvement, Public Speaking, Management, Risk Management
Education
Wilmington University 2005 — 2008
Bachelor of Science (B.S.), Marketing
Bridgewater College 2004 — 2005
N/A, Business Administration w/ Marketing concentration
Brigham Young University August 2010 - Present
J.P. Morgan June 2015 - August 2015
B. Riley & Co. May 2014 - August 2014
Arbor Advisors January 2014 - May 2014
Beneficial Financial Group January 2014 - April 2014
DW Healthcare Partners June 2013 - August 2013
The Church of Jesus Christ of Latter Day Saints January 2011 - December 2012
Skills
Strategic Negotiations, Analytical Skills, Interpersonal..., Building Relationships, Creative Solutions, Strategic Thinking, Teamwork, Collaborative Problem..., Social Skills, Goal Oriented, Integrity, Team-oriented, Critical Thinking, Close Attention to..., Private Equity, Leadership, Microsoft Office, Conceptual Ability, Microsoft Excel, Financial Analysis, Investments, Seismic Attributes, Baseball, Love Of Learning, Due Diligence, Contemporary Dance, Mergers & Acquisitions, Corporate Finance, Microsoft Word, Financial Modeling, PowerPoint, Accounting, Public Speaking
Education
Brigham Young University 2010 — 2016
Bachelor of Science, Accounting
Highland High School 2006 — 2010
Comerica Bank July 2015 - Present
J.P. Morgan August 2013 - July 2015
Metro PCS Inc 2010 - 2013
Skills
Teamwork, Customer Service
Education
Brookhaven Community College
Bank of Tokyo-Mitsubishi UFJ February 2015 - Present
J.P. Morgan August 2013 - February 2015
Chase March 2012 - July 2013
Chase June 2010 - March 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Credit Analysis, Corporate Finance, Banking, Finance, Underwriting, Financial Structuring, Debt Restructuring, Portfolio Management, Microsoft Excel
Education
Brown University 2006 — 2010
Bachelor of Arts, Business Economics
Peddie School 2002 — 2006
J.P. Morgan January 2014 - Present
J.P. Morgan June 2011 - January 2014
Harrahs Chester Casino and Racetrack June 2010 - August 2010
Evolution Capital Management June 2009 - July 2009
Brown University January 2009 - May 2009
Brown University September 2008 - December 2008
Education
Brown University 2007 — 2011
BA, Economics
Ares Management February 2015 - Present
J.P. Morgan October 2012 - February 2015
Professor Roberta Karmel June 2011 - May 2012
Honorable Judge Martin Glenn May 2011 - August 2011
EFG Asset Management January 2011 - May 2011
David Yurman September 2010 - December 2010
CDI June 2010 - August 2010
Education
Brooklyn Law School 2009 — 2012
J.D.
Bucknell University 2005 — 2009
B.A., Economics, Magna Cum Laude
The William Penn Charter School 2001 — 2005
High School Diploma
QVT Financial LP - Alternative Asset Management 2013 - Present
AIG 2011 - March 2013
Bank of America Merrill Lynch 2009 - 2011
Deutsche Bank Securities 2002 - 2009
JP Morgan 2000 - 2002
J.P. Morgan 1995 - 1999
Education
New York University 1997 — 2002
Masters, Economics
Brown University 1991 — 1995
BS, Economics - Applied Math, International Development Studies
Stuyvesant High School 1988 — 1991
J.P. Morgan July 2013 - Present
UBS June 2012 - August 2012
Nine Thirty Capital Management, LLC February 2009 - June 2011
Rebus Partners LLC July 2008 - February 2009
RiverPark Capital, LLC October 2006 - July 2008
Ivy Asset Management June 2006 - October 2006
Sandler O'Neill & Partners May 2005 - August 2005
Royal Bank of Scotland February 2005 - May 2005
Skills
Asset Managment, Financial Modeling, Private Equity, Investments, Asset Management, Portfolio Management, Capital Markets, Due Diligence, Equity Research, Hedge Funds
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA), Capital Markets and Asset Management
Brandeis University 2002 — 2006
Bachelor of Arts, History & Business
Boston University London Internship 2005 — 2005
Business
Nissan Motor Corporation September 2014 - Present
BNY Mellon August 2011 - May 2012
Pre Billing Consultants, Inc June 2009 - June 2011
J.P. Morgan February 2008 - August 2008
Morgan Stanley September 2007 - February 2008
Pan Am Mortgage May 2005 - August 2005
Skills
Analysis
Education
New Jersey Institute of Technology 2011 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Brandeis University 2003 — 2007
Bachelor of Arts, Economics
STATS LLC October 2014 - Present
Bloomberg Sports May 2012 - December 2014
J.P. Morgan September 2010 - May 2012
Greenwich Strategy June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Bloomberg June 2008 - August 2008
Moody's Investors Service June 2007 - August 2007
J.P. Morgan June 2006 - August 2006
AIG June 2005 - August 2005
Skills
Financial Modeling, Data Analysis, Investments, Financial Analysis, Analysis, Business Analysis, Leadership, Management, Bloomberg, Market Research, Project Management, Marketing Strategy, Social Media, Microsoft Excel, Due Diligence, Contract Negotiation, Sports Writing, Broadcast Television, Product Management
Education
Brown University 2006 — 2010
BA, Economics
Choate Rosemary Hall 2002 — 2006
NYC Human Resources Administration April 2010 - Present
NYC Administration for Children's Services April 1990 - September 2009
J.P. Morgan May 1990 - April 1993
Skills
Program Evaluation, Program Development, Policy, Mental Health, Child Welfare, Government, Nonprofits, Case Managment, Community Development, Volunteer Management, Social Services, Local Government, Public Policy, Policy Analysis, Crisis Intervention, Community Outreach, Report Writing, Family Services, Grants, Mental Health Counseling, Youth Mentoring, Grant Writing, Harm Reduction, Human Rights, Political Science, Conflict Resolution, Capacity Building, Economic Development, NGOs, Psychotherapy, Public Administration, Youth Development, Volunteer Recruiting, Politics, Workshop Facilitation, Community Organizing, Grassroots Organizing, Motivational..., Child Development, Career Counseling, Foster Care, Fundraising, Public Health, Adolescents, Group Therapy, International..., Political Campaigns, Community Engagement, Workforce Development, Legislative Relations
Education
Brandeis University 1975 — 1979
Bachelor of Arts (BA), Experimental Psychology, B+
Acumen Fund June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan October 2012 - May 2013
Capital One Financial June 2012 - August 2012
Brandeis University September 2011 - May 2012
Brandeis University August 2010 - May 2012
HappyTrack June 2011 - July 2011
Aga Khan University Hospital June 2008 - July 2008
Citizens Archive of Pakistan August 2007 - August 2007
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Bachelor of Science (B.S.), Operations Research: Engineering Management Systems, minor in Entrepreneurship
Brandeis University
Bachelor of Arts (B.A.), Computer Science, Economics, minor in Mathematics
Karachi Grammar School
J.P. Morgan July 2013 - Present
Texas Christian University August 2011 - Present
J.P. Morgan June 2012 - August 2012
TPG Capital January 2012 - May 2012
Prudential Financial June 2011 - August 2011
Education
Texas Christian University 2010 — 2013
Bachelor's Business Administration, Finance with Real Estate
Brookhaven Community College
Associate's
J.P. Morgan July 2014 - Present
Brown University September 2013 - May 2014
J.P. Morgan June 2013 - August 2013
The Investment Fund for Foundations June 2012 - August 2012
Clean Energy Associates June 2011 - August 2011
China Jianyin Investment Securites July 2010 - August 2010
Citibank May 2010 - July 2010
Skills
Event Execution, Bloomberg, Microsoft Excel, Data Analysis, Event Planning, Stata, Matlab
Education
Brown University 2013 — 2014
Master of Science (MSc), Engineering, 4.0/4.0
Brown University 2011 — 2013
Bachelor of Arts (B.A.), Economics, 3.9/4.0
New York University - Leonard N. Stern School of Business 2009 — 2010
Bachelor of Science (BS), Finance, Mathematics
J.P. Morgan March 2015 - Present
J.P. Morgan April 2012 - February 2015
J.P. Morgan June 2011 - August 2011
Global Financial Advisors January 2011 - April 2011
Brigham Young University Baseball Team July 2005 - June 2010
The Whiting-Turner Contracting Company May 2006 - August 2006
Education
Brigham Young University 2006 — 2011
Bachelor of Science, Finance
Argus Class
Argus Class
Sungard Availability Services December 2013 - Present
CenturyLink Business for Enterprise June 2011 - November 2013
Boeing October 2010 - June 2011
Memento Security January 2010 - September 2010
J.P. Morgan November 2007 - December 2009
Washington Mutual Savings Bank October 2005 - November 2007
Washington Mutual Savings Bank September 2003 - September 2005
Dimension Systems September 2003 - May 2004
Microsoft April 2001 - July 2003
Huntsman Cancer Institute March 1998 - June 2000
Skills
Disaster Recovery, Data Center, Virtualization, Integration, Enterprise Storage, Storage, Cloud Storage, Storage Virtualization, Troubleshooting, Storage Architecture, Enterprise Architecture, Cloud Computing, Solution Architecture, Program Management, Project Management, Product Management, IT Strategy, Pre-sales, Business Continuity, IT Operations, Requirements Gathering, ITIL, XML, SDLC, Vendor Management, System Deployment, Management, VMware, Hardware, Enterprise Software, IT Management, Business Analysis, Technical Support, Active Directory, SAN, Servers, Solaris, Unix, Storage Area Networks, Requirements Analysis, Security, Software Development, High Availability, IT Service Management, Identity Management, SaaS, Server Architecture, NAS, Testing, Infrastructure
Education
Brigham Young University 1988 — 1992
English Language and Literature/Letters
J.P. Morgan July 2015 - Present
Credit Suisse June 2013 - July 2015
United States Air Force April 2005 - June 2013
Credit Suisse June 2012 - August 2012
Skills
Aviation
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Finance, General
Brigham Young University 2002 — 2005
BA, Russian
J.P. Morgan January 2014 - Present
J.P. Morgan July 2011 - December 2013
J.P. Morgan July 2008 - July 2011
OMNI Brokerage September 2007 - May 2008
Novell May 2007 - December 2007
Global Financial Advisors January 2007 - April 2007
Skills
Investments, Bloomberg, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Capital Markets, Valuation, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Due Diligence, Fixed Income
Education
Brigham Young University 2005 — 2008
Financial Services, Finance
DTCC April 2012 - Present
J.P. Morgan September 2007 - April 2012
J.P. Morgan March 2007 - September 2007
J.P. Morgan July 2004 - March 2007
J.P. Morgan June 2003 - August 2003
Skills
Equities, Financial Modeling, Equity Research, Derivatives, Equity Derivatives, Finance, Investments, Risk Management, Market Analysis, Financial Services, Competitive Analysis, Economics, Asset Allocation, Quantitative Analytics, Management, Microsoft Excel, Market Research, Financial Markets, Analysis, Bloomberg, Fixed Income, Alternative Investments, Industry Analysis, Industry Trend Analysis, Excel, VBA, Visual Basic, Macroeconomics, Stock Market, Market Studies, Accounting, Quantitative Research, Quantitative Analysis, Published Author, Data Modeling, Data Models, Statistics, Statistical Modeling, Client Service, Client Interfacing, Client Communications, Client Relationship..., Stocks, Stock Picking, Training & Development, Training Skills, Managing Employees, Managing Others, Equity Valuation, Credit Risk
Education
Brown University 2000 — 2004
BA, Engineering and Economics
Brown University 2000 — 2004
Bachelor of Arts (B.A.), Economics and Engineering
New Providence High School 1996 — 2000
Wilmington Trust December 2014 - Present
J.P. Morgan July 2011 - December 2014
U.S. Trust September 2004 - July 2011
Counsel to the Public Administrator of Kings County September 2001 - September 2004
Education
Brooklyn Law School 1998 — 2001
State University of New York College at Oswego 1993 — 1997
B.A., History
J.P. Morgan July 2015 - Present
First Manhattan Co. August 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Greenwich Associates September 2009 - June 2013
Williams & Connolly LLP May 2008 - September 2009
The Manhattan Institute May 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Business Strategy, Finance, Social Media, Research, Equities, Management
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Brown University 2005 — 2008
Classics: Latin and Economics
University of St. Andrews 2004 — 2005
Classics, History of Art
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan August 2010 - July 2014
J.P. Morgan January 2008 - August 2010
J.P. Morgan October 2003 - January 2008
JPMorgan Chase August 2000 - October 2003
JPMorgan Chase June 2003 - August 2003
Skills
Clearing, Futures, Credit Derivatives, Interest Rate..., Foreign Exchange, ISDA, Electronic Trading, Team Management, Contract Negotiation
Education
Brooklyn Law School 1999 — 2003
J.D., Banking Law
Penn State University 1995 — 1999
J.P. Morgan June 2014 - August 2014
Gaw Capital December 2011 - April 2013
Blessing Our Children Association September 2005 - March 2013
KBC Bank March 2011 - October 2011
Caring for China Center March 2009 - July 2010
Brown University January 2010 - May 2010
Skills
Strategy, Project Management, Leadership, Fundraising, Analysis, Investments, Mergers & Acquisitions, Real Estate, Valuation, Financial Modeling, Private Equity, Due Diligence, Corporate Finance, Venture Capital
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
MBA
Brown University 2007 — 2010
A.B., Economics
A Financial Technology Company July 2013 - July 2014
Great Wall Research LLC November 2006 - June 2013
Sino Green Land Corporation April 2010 - February 2012
JPMorgan Chase February 2005 - October 2006
J.P. Morgan May 2002 - January 2005
JP Morgan May 2000 - May 2002
UBS November 1998 - May 2000
Deloitte & Touche LLP July 1997 - November 1998
Skills
Equities, Private Equity, Equity Research, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Finance
Education
The University of Connecticut 1995 — 1997
Master of Business Administration (MBA), Finance, General, 3.91
Brigham Young University - Hawaii 1991 — 1995
Bachelor of Science (BS), Accounting, 3.93
Community Development Initiative of Arizona November 2007 - Present
The Church of Jesus Christ of Latter-day Saints June 2000 - June 2001
J.P. Morgan July 1998 - September 1999
Education
The Graduate Center, City University of New York 1999 — 2002
Masters, Political Science
Brigham Young University 1994 — 1998
BS, Economics
Langley
J.P. Morgan November 2009 - Present
Davis Polk & Wardwell April 2008 - December 2009
Sidley Austin February 2005 - March 2008
U.S. Securities and Exchange Commission September 2003 - January 2005
Credit Suisse First Boston September 1998 - April 2003
Skills
Securities, Securities Regulation, Corporate Governance, Capital Markets, Corporate Law, Financial Services, Due Diligence, Legal Research, Litigation
Education
Brooklyn Law School 1999 — 2003
Doctor of Law (J.D.)
Wellesley College 1992 — 1996
BA, Political Science, Latin Am. Studies
First Data Corporation August 2015 - Present
J.P. Morgan March 1998 - March 2015
Barclays Global Investors October 1993 - March 1998
Morgan Stanley April 1988 - October 1993
Skills
Marketing and Brand..., Sales Management, Executive Team Coaching, Client Relationship..., Client..., Diversity Champion
Education
Brigham Young University
Eaglewood Capital Management July 2011 - Present
Weiss Multi-Strategy Advisers June 2008 - June 2011
Lehman Brothers March 2005 - June 2008
J.P. Morgan June 2002 - February 2005
Education
Brigham Young University 1997 — 2002
B.S., Accounting
J.P. Morgan March 2013 - Present
J.P. Morgan June 2012 - August 2012
Skills
Derivatives, Matlab, Fixed Income, Quantitative Finance, VBA, C++, Java, R, SQL, Time Series Analysis, Monte Carlo Simulation, Stochastic Calculus, Quantitative Analysis, Python, Django, JavaScript, jQuery, AJAX, Bootstrap, MySQL, T-SQL, HTML, HTML5, CSS, Web Development, Front-end Development, Back-end Development, Proprietary Trading, Quantitative Analytics, Trading Systems
Education
Cornell University 2011 — 2012
MEng, Operations Research, Financial Engineering, 3.9/4.0
Brandeis University 2006 — 2011
Ph.D, Physics, 3.7/4.0
University of Science and Technology of China 2002 — 2006
B.S, Applied Physics
Two Sigma Investments May 2014 - Present
J.P. Morgan November 2009 - April 2014
Advanced Equities September 2008 - November 2009
Elmira Jackals, Chicago Hounds, Columbia Inferno (ECHL, UHL, AHL) October 2005 - May 2008
Skills
Equities, Hedge Funds, Series 7, Alternative Investments, Investments, Securities, Asset Allocation, Asset Management
Education
Miami University 2002 — 2005
B.S., Accounting
Brown University 2000 — 2001
J.P. Morgan November 2014 - Present
Exotix May 2013 - August 2013
U.S. Securities and Exchange Commission 2009 - 2011
Education
Fordham Law School
Doctor of Law (JD)
Brigham Young University
BA, Political Science
Amazon April 2012 - Present
Target January 2011 - March 2012
Canyon View Partners January 2010 - June 2010
J.P. Morgan August 2009 - December 2009
Firstline Security April 2005 - September 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, Customer Service, Microsoft Word, Management, Market Research, Research, Public Speaking, Sales Management, Account Management, Business Strategy, Teamwork, Budgets, Training, Marketing, Negotiation, Business Development, New Business Development
Education
Brigham Young University
Bachelor's degree, Business M\
Brigham Young University
J.P. Morgan October 2012 - Present
Knight December 1998 - November 2012
US Army 1982 - 1988
Skills
Risk Management, Due Diligence, Hedge Funds, Series 7, Securities, Fixed Income, Financial Services, Equity Trading, AML, Asset Managment, Management, Equities, Investments, Capital Markets, Series 24, Series 63, Asset Management, Electronic Trading, FINRA, Options
Education
Brooklyn Law School 1993 — 1996
jd
City University of New York-Hunter College 1989 — 1992
ba, communications
Piper Jaffray June 2015 - Present
J.P. Morgan March 2015 - May 2015
Citi September 2013 - February 2015
J.P. Morgan May 2013 - August 2013
Dahlman Rose & Co. July 2012 - March 2013
BofA Merrill Lynch Global Research April 2004 - March 2012
Neuberger Berman April 1999 - March 2004
Skills
Series 4, 7, 16, 24,...
Education
Brown University 1978 — 1982
B.A., European History
J.P. Morgan August 2015 - Present
J.P. Morgan March 2013 - August 2015
Rosenberg, Musso & Weiner, L.L.P June 2011 - August 2011
Abramson Law Group June 2010 - August 2010
Shearman and Sterling October 2005 - December 2007
Shearman & Sterling LLP August 2006 - August 2007
Skills
Corporate Law, Bankruptcy, Economics, Macroeconomics, Real Estate, Real Estate Transactions, Family Law, Public Policy, Management, Legal Research
Education
New York University
B.A, Economics
Brooklyn Law School
J.D
Virtu Financial July 2012 - Present
J.P. Morgan July 2010 - June 2012
Global Financial Advisors September 2009 - December 2009
Analytic Investors May 2009 - August 2009
Analytic Investors May 2008 - August 2008
Capstan, Incorporated 2003 - 2004
Education
Brigham Young University 2006 — 2010
Bachelor of Science (BS), Business Management: Entrepreneurship
Brigham Young University - Hawaii 2008 — 2008
International Business
University of Utah 2003 — 2004
The Daily Herald August 2011 - Present
J.P. Morgan 2010 - 2010
Daily Herald 2004 - 2009
Skills
AP Style, Sports, Newspapers, Newspaper, News Writing, Journalism, Copy Editing, Public Relations, Sports Writing, Press Releases, Ap Style
Education
Brigham Young University 1997 — 2004
BA, Communications
Criterion Real Estate Capital February 2014 - Present
The JBG Companies July 2011 - January 2014
J.P. Morgan June 2010 - August 2010
Education
Brown University 2009 — 2011
AB, Economics, Public Policy
Northwestern University 2007 — 2008
The Dalton School 1994 — 2007
Complete Security Systems October 2010 - Present
PrePress PMG/GGS Higher Education Resources September 2000 - February 2009
J.P. Morgan July 1972 - April 1991
Skills
Business Process..., Customer Service, Microsoft Office, Strategic Planning, Leadership, Editing, Negotiation, Risk Management, Budgets, Marketing, Sales, Publishing, PowerPoint, Microsoft Excel, Team Building, Analysis, Management, Program Management, Project Management
Education
Brookdale Community College 2009 — 2010
Business Office Support Specialist Certification, Office Support
Fordham University 1985 — 1988
Computer Programming Certification, Computer Programming
Fortis BC July 2011 - Present
J.P. Morgan January 2008 - November 2010
JP Morgan Chase November 2001 - November 2010
Mohawk Oil 1998 - 2002
Skills
Coaching, Call Center, Team Leadership, Process Improvement, Quality Assurance, Work Ethic, Leadership, Customer Satisfaction, Management, Training, Outlook, Credit, Banking, Team Building, Sales, Program Management, Software Documentation, Sales Management, Customer Service, Vendor Management, Change Management, Customer Experience, Call Centers, Business Analysis
Education
British Columbia Institute of Technology 1986 — 1986
Acct 101
Burnaby North High School
Grad
J.P. Morgan February 2015 - Present
Goldman Sachs July 2013 - February 2015
Goldman Sachs June 2012 - August 2012
U.S. Department of the Treasury August 2011 - December 2011
Citi January 2011 - July 2011
Global Financial Advisors, LP August 2010 - December 2010
Skills
FX Options, Fixed Income, Capital Markets, Business Valuation, Private Equity, Accounting, Analysis, Derivatives, Series 7, Asset Management, Hedge Funds, Access, Bloomberg, Bloomberg Terminal, Corporate Finance, Credit Risk, Economics, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leadership, Microsoft Excel, Microsoft Office, Public Speaking, Securities, Valuation
Education
Brigham Young University 2008 — 2012
BS, Management: Finance
Boston Financial Data Services January 2014 - Present
PharMerica August 2012 - December 2013
J.P. Morgan January 1998 - June 2011
Scudder Stevens and Clark September 1989 - January 1998
Skills
Process Improvement, Relationship Management, Business Analysis, Visio, Service Delivery, Risk Management, Vendor Management, Mutual Funds, Requirements Gathering, Securities
Education
Bridgewater State College 1985 — 1991
Bachelorr, Management Scient
J.P. Morgan 2010 - Present
RBC Professional Trader Group LLC September 2003 - February 2010
Skills
Equities, Alternative Investments, Financial Modeling, Investments, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Portfolio Management, Asset Management
Education
Brandeis University 1998 — 2002
Bachelors, History, Sociology
J.P. Morgan March 2014 - Present
J.P. Morgan May 2013 - August 2013
Global Financial Advisors January 2013 - April 2013
Alta Ventures Mexico August 2012 - December 2012
Collegiate Entrepreneurs Organization 2010 - 2012
Alterra April 2011 - August 2011
The Church of Jesus Christ of Latter-day Saints January 2007 - January 2009
Skills
Market Research, Microsoft Excel, Public Speaking, Sales, Leadership, Bloomberg Terminal, PowerPoint, Russian, Financial Modeling, Microsoft Office, Finance, Start-ups, Management, Analysis, Investments, Business Planning, Economics, Bloomberg, Research, Financial Analysis
Education
Brigham Young University 2009 — 2013
Bachelor of Science, Finance
The Church of Jesus Christ of Latter-day Saints March 2013 - August 2014
Brigham Young University September 2012 - December 2012
Credit Suisse June 2012 - August 2012
Credit Suisse June 2011 - August 2011
KPMG March 2010 - May 2010
Cambridge Associates February 2010 - March 2010
J.P. Morgan November 2007 - December 2007
Education
Brigham Young University 2010 — 2014
Bachelor of Science, Finance
Lenox Hill Hospital September 1997 - December 2011
Lenox Hill Hospital January 1997 - December 2011
J.P. Morgan January 1995 - January 1997
Prudential Investment Company May 1994 - December 1994
ATX Telecommunications Services January 1991 - January 1993
Radisson Suite Hotel September 1990 - December 1990
Skills
Compensation, Performance Management, Performance Appraisal, Exit Interviews, Deferred Compensation, HRIS, Human Resources, Personnel Management, Job Descriptions, Recruiting, Customer Service, Leadership Development, Management, Labor Relations, FMLA
Education
Columbia Business School 1993 — 1995
MBA, Human Resources
Brandeis University 1986 — 1990
BA, Economics
J.P. Morgan 2012 - Present
Skills
Strategy, Portfolio Management, Investments, Corporate Finance, Market Research
Education
Brown University 2008 — 2012
Bachelors of Arts, Economics
Tuck Business Bridge Program 2011 — 2011
Deerfield Academy 2005 — 2008
Southern Tier Medi Van October 2012 - Present
Road Notaries January 2006 - August 2014
RediVan Inc March 2012 - October 2012
FedEx Ground November 2011 - January 2012
First Student January 2010 - January 2011
J.P. Morgan January 2003 - June 2006
Skills
Transportation, Microsoft Office, Logistics, Microsoft Excel, Customer Service, Project Management, Microsoft Word, Strategic Planning, PowerPoint, Operations Management, Negotiation, Change Management, Budgets, Freight, Team Building, Supply Chain Management, Process Improvement, Shipping, Project Planning, New Business Development
Education
Southern New Hampshire University 2013 — 2015
Master of Fine Arts (MFA), MA, English Language and Literature, Creative Writing, 3.5
Excelsior College 2009 — 2012
Bachelor of Fine Arts (BFA), English Language and Literature, General, 3.7
Excelsior College 2009 — 2012
Bachelor’s Degree, Creative Writing
Sage Truck Driving School 2011 — 2011
Class A license, driving
Broome Community College 2006 — 2008
Associate, Creative Writing
J.P. Morgan July 2012 - Present
Goldman Sachs August 2011 - July 2012
J.P. Morgan March 2003 - August 2011
J.P. Morgan December 1998 - March 2003
Skills
Series 7, Series 16, Series 4, Equity Research, Credit Research, Equity Derivatives..., Writing, Teaching Writing, Editing, Equities
Education
Yale University 1993 — 1998
Master of Arts (M.A.), Renaissance Studies
Brigham Young University 1988 — 1993
Bachelor of Arts (BA), English Language and Literature/Letters
Marathon Asset Management July 2014 - Present
BlackRock May 2013 - August 2013
JP Morgan January 2011 - July 2012
J.P. Morgan October 2008 - December 2010
Lehman Brothers April 2007 - September 2008
Lehman Brothers June 2006 - April 2007
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Brown University 2002 — 2006
AB, Economics and International Relations
UT Southwestern Medical Center Student Radiologic TechnologistBaylor Medical Center of FriscoJuly 2013 - December 2013
Medical Center of McKinney January 2013 - July 2013
J.P. Morgan September 2007 - December 2009
J.P. Morgan April 2000 - September 2007
Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, PowerPoint, Direct Patient Care, Radiologic Technology, Data Entry, Access, Critical Thinking, Analysis, Data Analysis, Healthcare, Outlook, Time Management, Account Reconciliation, Software Documentation, Administration, Process Improvement, Teamwork, Accounting, Insurance, Invoicing, PeopleSoft, Finance, Accounts Payable, Financial Analysis, Accounts Receivable, Training, Lotus Notes, Payroll, Budgets, Supervisory Skills
Education
Brookhaven Community College 2012 — 2013
Associate Degree in Applied Science - Radiologic Sciences
Louisiana Tech University
Bachelor of Science, Finance
J.P. Morgan June 2014 - Present
Hedge Fund September 2013 - December 2013
Merrill Financial Associates May 2013 - September 2013
Brigham Young University January 2013 - April 2013
RJR October 2011 - November 2011
UBS Wealth Management May 2011 - August 2011
Skills
Japanese to English..., Financial Translation, Technical Translation, Management, Microsoft Excel, Investment Strategies
Education
Brigham Young University 2007 — 2014
Japanese Language and Literature
Jerry December 2010 - Present
Macquarie Group December 2010 - Present
J.P. Morgan December 1998 - December 2010
Education
Brown University 1981 — 1987
J.P. Morgan May 2006 - Present
Bike & Build June 2005 - Present
Skills
Investment Banking, Capital Markets, Equities, Bloomberg, Due Diligence, Valuation, Financial Modeling, Mergers & Acquisitions, Biofuels, LBO, Private Equity, Leveraged Finance, Corporate Finance, Divestitures, Corporate Development
Education
Brown University 2003 — 2007
Bachelor of Arts (BA)
Upper Canada College 1994 — 2003
J.P. Morgan June 2013 - Present
Education
Brown University 2009 — 2013
Bachelor's degree
Collegiate School 1997 — 2009
High School
J.P. Morgan June 2015 - August 2015
UBS Wealth Management June 2013 - August 2013
Connecticut General Assembly July 2012 - August 2012
City of Danbury-Mayor's Office May 2009 - June 2012
Skills
Research, Economics, Data Analysis, Microsoft Excel, Statistics, Spanish, Finance, Stata, Event Planning, International Relations
Education
Brown University
A.B., Political Science
Self-employed 2010 - Present
J.P. Morgan 2003 - 2010
Citi 1997 - 2003
Morgan Stanley 1987 - 1997
Education
Brown University
Bachelor's Degree, Physics/Philosophy
Massachusetts Institute of Technology - Sloan School of Management
Finance