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
J.P. Morgan July 2012 - Present
Capital Good Fund January 2009 - April 2012
Morgan Stanley June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Skills
Marketing, Investments, Foreign Languages, Financial Analysis, Microfinance, Investments Marketing, Financial Literacy...
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Universidad de Los Andes 2007 — 2008
The Hotchkiss School 2003 — 2007
High School Diploma
Madison Dearborn Partners September 2008 - Present
General Atlantic June 2007 - August 2007
Madison Dearborn Partners July 2004 - July 2006
J.P. Morgan July 2002 - June 2004
Education
Stanford University Graduate School of Business 2006 — 2008
Master of Business Administration (M.B.A.)
Brown University 1998 — 2002
Bachelor of Arts (B.A.), Business/Managerial Economics; Biology
J.P. Morgan May 2012 - Present
J.P. Morgan December 2009 - May 2012
PNC Global Investment Servicing (formerly PFPC) 2001 - 2009
PFPC (Formerly First Data Investment Services) 1995 - 2001
440 Financial Group 1990 - 1995
Skills
Customer Relations, Mutual Funds, Fund Accounting, Transfer Agency, Client Service, Team Building, Financial Reporting, Team Leadership, Business Strategy, Communication
Education
Bryant University 1986 — 1990
BS, Finance
J.P. Morgan October 2014 - Present
J.P. Morgan March 2008 - October 2014
Bank of America Securities August 2006 - March 2008
New Providence Asset Management January 2005 - July 2006
Education
Brown University 2001 — 2005
Business Economics
Goldman Sachs July 2014 - Present
Brown University January 2012 - May 2014
Goldman Sachs June 2013 - August 2013
Right To Play June 2012 - July 2012
Ashmore Group September 2011 - December 2011
Financial Express May 2011 - June 2011
Middlebury Student Government Finance Committee September 2010 - May 2011
J.P. Morgan June 2009 - June 2009
Education
Brown University 2012 — 2014
BA, Economics
Middlebury College 2010 — 2011
Bachelor of Arts, Economics
South Hampstead High School 2005 — 2010
A- Levels, Economics A*; English Literature A*; Government and Politics A*; Mathematics and Statistics A (AS)
Eurocentres 2009 — 2009
Advanced Intermediate French, French
Columbia University in the City of New York June 2014 - August 2014
Columbia University in the City of New York July 2013 - July 2013
J.P. Morgan May 2013 - May 2013
M&O Systems, Inc. August 2011 - August 2011
Jade Capital July 2011 - July 2011
Education
Brown University 2015 — 2017
Bachelor of Science (Sc.B.)
Villanova University 2013 — 2017
Bachelor of Science (BS)
Marymount School of New York 2009 — 2013
Salesforce 2013 - Present
GCA Savvian 2012 - 2013
J.P. Morgan 2007 - 2010
Skills
Strategy, Operational Planning, Metrics Reporting, Sales Operations, Marketing Strategy, Salesforce.com, Financial Analysis, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Capital Markets, Corporate Development, Mergers & Acquisitions, Marketing, Digital Media, Private Equity, Emerging Markets, Due Diligence, Venture Capital, M&A experience, Investments
Education
The Wharton School, University of Pennsylvania 2010 — 2012
M.B.A., Management
Brown University 2003 — 2007
Sc.B., Electrical Engineering, Magna Cum Laude
J.P. Morgan July 2015 - Present
OnPoint Nutrition June 2015 - Present
Personal Investing June 2011 - June 2015
Deloitte Consulting July 2009 - July 2013
Skills
Process Improvement, Training Strategy, Learning Management, Strategic Business..., Oracle UPK, Onboarding, Training, Change Management, Microsoft Excel, Leadership
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Management, Strategy
Bucknell University 2005 — 2009
BA, Economics, Biology
The Boston Consulting Group November 2014 - Present
J.P. Morgan May 2014 - August 2014
Brown Biotechnology Investment Group January 2011 - May 2014
Indigo Capital Partners September 2013 - December 2013
Newman Dignan Sheerar Inc. June 2013 - August 2013
Skills
Matlab, Excel, Microsoft Office, Python, Delphi, Microsoft Excel, English, Research, Economics, Data Analysis, Statistics, Market Research
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Biology & Economics
Higher School of Economics 2013 — 2013
Study Abroad Experience, Economics, Russian Language
Li Po Chun United World College of Hong Kong 2009 — 2011
Bilingual International Baccalaureate Diploma (IB)
Lauenburgische Gelehrtenschule Ratzeburg 2002 — 2009
Biology Profile
Academy Securities October 2014 - Present
J.P. Morgan January 2012 - January 2015
Sanford C. Bernstein January 2009 - August 2012
Lehman Brothers 2008 - 2008
United States Marine Corps January 2001 - January 2005
Skills
Leadership, Analysis, Management, Asset Management, Training, Hedge Funds, Military, Investment Banking, Equity Research, Security, Derivatives, Operational Planning, Alternative Investments, Series 7, Risk Management, Private Equity, Equities, Valuation, Program Management, Securities
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Management
University of Cape Town Graduate School of Business 2008 — 2008
MBA, NYU Study Abroad program
Peking University 2008 — 2008
MBA, NYU Study Abroad program, Doing Business in China
Bucknell University 1997 — 2001
Bachelor of Arts, Political Science
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Greenwich Associates June 2013 - August 2013
Chris Murphy for Senate May 2012 - November 2012
Education
Bucknell University 2011 — 2015
Bachelor of Arts (BA), Economics and Political Science
St. Luke's School 2003 — 2011
J.P. Morgan November 2010 - Present
State Street November 2007 - October 2010
State Street November 1999 - October 2007
Skills
Financial Services, Mutual Funds, Alternative Investments, Process Improvement, Relationship Management, Financial Analysis, Portfolio Management, Derivatives, Fixed Income, Capital Markets, Equities
Education
Bryant University 1988 — 1992
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan June 2014 - Present
Bucknell Alumni Association Board of Directors June 2011 - January 2014
J.P. Morgan May 2013 - August 2013
Louis Dreyfus Highbridge Energy LLC May 2012 - August 2012
MDCP, LLP June 2011 - July 2011
Skills
Social Media, Economics, Microsoft Excel, Bloomberg Terminal, Microsoft Office, Financial Modeling, PowerPoint, Financial Analysis, Valuation, Data Analysis, Finance, Fantasy Baseball, Chemistry
Education
Bucknell University 2010 — 2014
Economics
Ridgefield High School 2007 — 2010
Aesir Capital Management January 2012 - Present
J.P. Morgan September 2008 - December 2011
Citi/SalomanSmithBarney/TravelerGroup/SmithBarney May 1985 - September 2008
Education
Brown University
AB, Economics
Warbros LLC December 1996 - Present
Bank of America 1985 - 1994
J.P. Morgan 1982 - 1985
Skills
Investments, Management, Due Diligence, Venture Capital, Mergers & Acquisitions, Valuation, Private Equity, Strategic Planning, Start-ups, Business Strategy, Hedge Funds
Education
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Applied Mathematics
University of Rhode Island - College of Business Administration 1994 — 1995
Master of Science (M.S.), Accounting
Westminster School, London, England 1974 — 1978
High School
J.P. Morgan February 2015 - Present
J.P. Morgan November 2012 - Present
Office of the Attorney General of the State of New York June 2011 - August 2011
City of Jersey City Law Department, Office of the Corporation June 2010 - August 2010
Education
Seton Hall University School of Law 2009 — 2012
Juris Doctor
Bucknell University
Bachelor of Arts, Economics and History
CoveView Advisors Managing Partner resposible for new business development and execution. CoveView Advisors is an independent advisory firm providing corporate finance services including M&A, Capital Raising, and Restructuring advice and execution to corporations, private equity firms, financial institutions, and investors.MD & Co-Head of Syndicated and Leveraged FinanceJ.P. Morgan2002 - 2005
J.P. Morgan 2000 - 2002
Chase Securities 1995 - 2000
Chemical Securities 1988 - 1995
Chemical Bank 1982 - 1988
Manufacturers Hanover Trust 1978 - 1981
Skills
Corporate Finance, Leveraged Finance, Financial Structuring, Mergers, Investment Banking, Mergers & Acquisitions, Finance, Restructuring
Education
Brown University
Bachelor of Arts (B.A.), Applied Mathematics/ Economics
J.P. Morgan September 2012 - June 2015
BlackRock May 2012 - August 2012
Princeton University May 2011 - May 2012
JP Morgan June 2007 - May 2011
Skills
Series 7, Series 63, Bloomberg, Microsoft Office, Portfolio Management, Banking, Fundraising, Credit, Fixed Income, Equities, Research, Financial Analysis
Education
Bryn Mawr College 2004 — 2008
BA, Economics, Growth and Structure of Cities
University of St. Andrews 2007 — 2007
Economics, International Business
J.P. Morgan 1991 - 1993
J.P. Morgan 1986 - 1991
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
Master of Business Administration (MBA), Finance, General
Bucknell University 1981 — 1985
Bachelor of Arts (BA), Economics
ECU Tuning Desktop SupportDavid Lloyd LeisureJanuary 2000 - October 2000
J.P. Morgan January 1998 - January 2000
Skills
Automotive, Vehicles, Automobile, Customer Service, Sales Management, Customer Satisfaction, Dealers, Negotiation, Microsoft Office, Microsoft Excel, New Business Development, Sales, Team Building, Automotive Aftermarket, Business Strategy, Financial Analysis, Strategic Planning, Team Leadership, Parts, Marketing Strategy
Education
Brunel University 1994 — 1996
Business Information Technlogy
Featherstone High School 1985 — 1989
J.P. Morgan March 2015 - Present
J.P. Morgan May 2011 - August 2014
J.P. Morgan January 2008 - April 2011
J.P. Morgan January 2005 - January 2008
J.P. Morgan September 2001 - January 2005
KPMG March 1997 - August 1999
Skills
Investment Banking, Corporate Finance, Private Equity, Financial Sponsors, LBO, Leveraged Finance, M&A experience, Equities, Valuation, Financial Analysis, Capital Markets, Fixed Income
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA), Accounting, Entrepreneurship and Finance
Bucknell University 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan July 2013 - Present
J.P. Morgan March 2011 - July 2013
J.P. Morgan January 2010 - March 2011
Skills
Fixed Income, Foreign Exchange, Options, Financial Advisory, Management, CRM, Financial Modeling, Equities, Trading, Accounting
Education
Bucknell University 2006 — 2009
Bachelor of Arts (B.A.), Economics
Brown University September 2015 - Present
Brown University September 2015 - Present
Brown University September 2014 - Present
Brown University August 2014 - Present
Brown University August 2014 - Present
J.P. Morgan June 2015 - July 2015
Cogent Consulting, Inc. April 2014 - September 2014
Summer@Brown June 2014 - July 2014
Skills
Leadership, Microsoft Excel, Public Speaking, Java, Research, Teamwork, Finance, Data Analysis, Python, Economics, Bloomberg, Financial Modeling, Corporate Finance, PowerPoint, Microsoft Office, Matlab, Social Media, Microsoft Word
Education
Brown University 2013 — 2017
Bachelor of Science (B.Sc.), Computer Science-Economics, GPA 3.9/4.0
Barrington High School 2009 — 2013
Goldman Sachs 2015 - Present
Brazilian Student Council on Undergraduate Education (BSCUE) June 2011 - Present
Goldman Sachs June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Skills
Customer Service, Facebook, Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Microsoft Word, Mídias sociais, Event Planning
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), International Relations and Economics
Escola Americana do Rio de Janeiro 1996 — 2011
International Baccalaureate (IB), Valedictorian
J.P. Morgan January 2014 - Present
RBS Securities July 2011 - January 2014
Credit Suisse July 2005 - June 2011
Emerging Sovereign Group (Tiger Managament) May 2003 - December 2003
Debevoise & Plimpton July 2000 - May 2003
Skills
Derivatives, Equities, Securities, Fixed Income, Investment Banking, Structured Products, Capital Markets, Credit Derivatives, Private Banking, Credit Analysis, Banking, Credit Risk, Portfolio Management, Hedge Funds, Options, Emerging Markets, Asset Management, Commodity, Investments, Financial Structuring
Education
Columbia Business School 2004 — 2006
MBA, Finance
NYU School of Law 1996 — 1999
Doctor of Law (JD)
Brown University 1991 — 1995
B.A., International Relations / Commerce
Hunter College High School 1985 — 1991
Self-employed September 2012 - Present
J.P. Morgan July 2005 - March 2012
Skills
Exotic Derivatives, Equity Derivatives, Custom Furniture, Modern Furniture, Lighting, Lighting Design, Electronics, Interior Lighting, Interior Design, Finance, Futures, Trading, Microsoft Excel, Spreadsheets, Woodworking
Education
Brown University 2001 — 2005
Bachelor of Science (BS), Mathematics
J.P. Morgan July 2013 - Present
Chartis July 2012 - August 2012
ICSC- International Council of Shopping Centers July 2011 - August 2011
BDO Ecuador & MCS Consulting January 2011 - January 2011
Banco del Pacifico June 2010 - August 2010
Skills
Research, Non-profits, Politics, Spanish, Bloomberg, PowerPoint, Social Media, Microsoft Excel, Qualitative Research, Microsoft Office, Microsoft Word, Market Research, Stata, Public Speaking, French, English, Financial Analysis, Quantitative Research, Nonprofits, Statistics
Education
Brown University 2009 — 2013
Bachelor of Arts (BA), Economics
London School of Economics and Political Science, U. of London 2011 — 2012
General Course
Devett Group 2011 - Present
Coronado Biosciences 2011 - 2013
Health Advances 1996 - 2011
JPMorgan 1987 - 1995
J.P. Morgan 1985 - 1987
J.P. Morgan 1983 - 1985
Skills
Variance Analysis, Cash Flow, Annual Budgets, Forecasting, Industry Research, Employee Benefits, General Ledger, Bank Relations, Advanced QuickBooks Pro..., Advanced Excel and Word..., Proficient PowerPoint..., ADP, Financial Analysis, Microsoft Excel, Budgets, Banking, Start-ups
Education
Bucknell University 1979 — 1983
BA, Economics
Xaxis May 2013 - Present
Sandy Ground Capital Group January 2008 - Present
IAB December 2010 - April 2013
Yahoo! March 2008 - July 2009
the4 [creative network] January 2007 - March 2008
PricewaterhouseCoopers July 2003 - December 2006
WGBH January 2001 - June 2002
DoubleClick October 1998 - January 2001
J.P. Morgan July 1996 - October 1998
Georgetown University 1993 - 1996
Skills
Mobile Devices, Digital Media, Social Media, Mergers & Acquisitions, Strategy, Strategic Partnerships, Social Media Marketing, Mergers, Business Development, Creative Direction, Marketing Management, Leadership, Digital Strategy, Program Management, Start-ups, Advertising, Marketing, Marketing Strategy, Digital Marketing, Management, E-commerce
Education
Harvard Business School 2001 — 2002
MBA, General Management, Media&Entertainment, Entrepreneurship
Georgetown University 1993 — 1996
MSFS, Business Diplomacy, Development Studies, Foreign Policy
Brown University 1989 — 1993
AB, International Relations
J.P. Morgan January 2013 - Present
J.P. Morgan May 2010 - May 2013
Archway Investment Fund February 2009 - December 2009
United Technologies May 2009 - September 2009
Skills
Investments, Financial Modeling, Bloomberg, Mutual Funds, Financial Analysis, Valuation, ETFs, FX Hedging, Index Options
Education
Bryant University 2006 — 2009
BSBA
Suffield
J.P. Morgan September 2010 - Present
Cornell University 2008 - May 2010
Goldman Sachs January 2006 - May 2008
Skills
Capital Markets, Asset Management, Bloomberg, Valuation, Fixed Income, Corporate Finance, Financial Modeling, Management, Investment Banking, Banking, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA, Finance
Bucknell University 2000 — 2004
Bachelor of Arts, Economics
Omidyar Network January 2010 - Present
Range Networks September 2013 - Present
Mimoni Latin America June 2011 - Present
Kiva.org July 2010 - Present
Living Goods September 2010 - Present
eBay July 2008 - October 2009
eBay 2007 - 2008
PayPal September 1999 - 2006
Gap, Inc. June 1998 - August 1999
J.P. Morgan July 1996 - May 1998
Skills
Product Management, Entrepreneurship, Leadership, Investments, Management, Venture Capital, Start-ups, Business Development, Mobile Devices, E-commerce, Program Management, Team Building, User Experience, Strategy, Cross-functional Team..., Analytics, Leadership Development, Strategic Planning, Mergers, Marketing, Strategic Partnerships, Business Strategy, Strategic Thinking
Education
Bucknell University 1992 — 1996
BS, Mathematics
iLEVEL April 2013 - Present
J.P. Morgan June 2005 - March 2013
Portfolio Advisors, LLC March 2004 - June 2005
Skills
Alternative Investments, Private Equity, Fund Of Funds, Secondaries, Hedge Funds, Client Management, Valuation, Investor Relations, Middle Office, Financial Services, Business Development, Product Management, Fund Administration
Education
Bucknell University 1999 — 2003
Bachelor of Science in Business Administration (BSBA), Management, Economics
Temple University - Rome, Italy 2002 — 2002
Study Abroad Program
J.P. Morgan July 2015 - Present
Melkonian Capital Management November 2013 - Present
CAI Foods, LLC February 2013 - June 2013
BR Guest, Blue Water Grill January 2011 - February 2013
BR Guest, Atlantic Grill Lincoln Center August 2010 - January 2011
BR Guest, Isabella's June 2008 - July 2010
Pierce Allen June 2006 - August 2007
City of Philadelphia Mural Arts Program September 2005 - December 2006
Skills
Management, Marketing, Hospitality, Training, Social Media, Event Management, Event Planning, Restaurants, Food & Beverage, Catering, Customer Service, Public Relations, Relationship Management, Hospitality Management, Restaurant Management, Hotels, Banquets, Employee Training, Micros, French, Hospitality Industry, Recruiting, Sales, Food, Pre-opening, Interior Design, Cooking, Strategic Thinking, Menu Development, Fine Dining, Wine, Special Events..., Special Events..., Corporate Training, Entrepreneurship, Digital Photography, Team Restructuring, Basketball, New Restaurant Openings, Bartending, Culinary Skills, Resorts, Hiring, Food Service, Corporate Events, Hotel Management
Education
New York University 2013 — 2015
Investor Relations
Bryn Mawr College 2004 — 2008
A.B. The Growth and Structure of Cities, Interdisciplinary coursework in urban spatial organization and the built environment
DIS-Danish Institute for Study Abroad, Copenhagen 2007 — 2007
Spring Semester Abroad, European Urban Design Theory & Interior Archtecture
Nightingale-Bamford
J.P. Morgan June 2014 - Present
Beyond Capital Fund March 2012 - Present
J.P. Morgan June 2013 - August 2013
Haverford College March 2012 - August 2013
Philadelphia Legal Assistance January 2013 - May 2013
Industrial and Commercial Bank of China July 2012 - August 2012
Learn and Share Education May 2011 - February 2012
office of Admissions December 2011 - January 2012
Art Office November 2011 - January 2012
Skills
Stata, Chinese, Mathematica, Microsoft Office, Economics, VBA, Graph Theory, Java, Matlab, R, Android Development, Piano Performance, Object Oriented Design, Data Structures, Statistics, Linear Algebra, Econometrics, Option Pricing Models, Multivariable Calculus, Set Theory, Mathematical Logic, SQLite, Algorithm Design, Machine Learning, Survival Analysis, Bootstrapping, Spectral Analysis, C++, Scheme, Assembly Language, Unix Shell Scripting, Python, Monte Carlo Simulation, Access, LaTeX
Education
University of Pennsylvania 2013 — 2015
Master of Engineering (M.Eng.), Systems Engineering
Bryn Mawr College 2010 — 2014
Bachelor of Science (BS), Computer Science
Haverford College 2010 — 2014
BA and BS, Economics, Computer Science
tink knit October 2014 - Present
J.P. Morgan June 2014 - August 2014
Capital Good Fund January 2012 - December 2013
Zurich Insurance Company Ltd July 2013 - August 2013
UBS July 2012 - July 2012
City Weekend December 2011 - January 2012
Skills
Finance, Economics, Entrepreneurship
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), International Relations & Applied Mathematics - Economics
UCL 2014 — 2014
Semester Abroad, Economics & Political Science
High School of Peking University 2008 — 2011
J.P. Morgan February 2015 - Present
Elm Ridge Capital Management 2014 - 2014
Ipreo 2013 - 2013
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Capital Markets, Valuation, Venture Capital, Economics, Finance, Equities
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics, 3.9
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
J.P. Morgan July 2010 - Present
Fidelity Investments June 2009 - August 2009
Education
Bryant University 2006 — 2010
BSBA, Finance
mths
J.P. Morgan March 2012 - Present
Bank of America Merrill Lynch May 2009 - March 2012
Merrill Lynch February 1997 - May 2009
Merrill Lynch December 2000 - August 2002
Skills
Equities, Investment Banking, Internal Communications, Global Marketing, Alternative Investments, Financial Services, Media Relations, Corporate Branding, Leadership, Trading, Investor Relations, Strategy, Corporate Communications, Communication Training, Strategic Communications
Education
University of Connecticut 1991 — 1992
MA, History
Bucknell University 1985 — 1989
Bachelor of Arts (B.A.)
J.P. Morgan May 2014 - Present
Global Brigades, Inc. January 2013 - Present
Change-Magazine LLC August 2013 - Present
Dorcas International Institute of Rhode Island September 2012 - Present
Graydon Day Camp July 2012 - August 2012
Skills
Microsoft Office, Social Media, Social Networking, Persuasive Writing, Editing
Education
Brown University 2012 — 2016
Morgan Stanley March 2015 - Present
Prep for Prep December 2013 - Present
J.P. Morgan May 2014 - August 2014
NYC Department of Education September 2010 - April 2014
Bucknell University September 2009 - May 2010
Center for Reproductive Rights June 2009 - August 2009
Baker & Hostetler LLP December 2008 - January 2009
SS&C GlobeOp June 2008 - June 2008
Day Pitney LLP December 2007 - January 2008
Bucknell University 2007 - 2008
Skills
Tutoring, Higher Education, Editing, Qualitative Research, Student Affairs, Curriculum Development, University Teaching, Microsoft Office, Legal Research, Academic Writing, Teaching, PowerPoint, Leadership, Writing, Management, Analysis, Curriculum Design, Customer Service, Admissions, Social Networking, Program Development, Volunteer Management, Facebook, Finance
Education
The New School 2011 — 2021
Philosophy
Bucknell University 2006 — 2010
Bachelor of Arts (BA), Philosophy
Little Red 2002 — 2006
High School Diploma
Manhattan Country School 2000 — 2002
Prep for Prep
XXII
J.P. Morgan June 2015 - Present
The Wharton School July 2014 - Present
Opus DaytonKnight Consultants Ltd. December 2012 - June 2014
Conestoga-Rovers & Associates (CRA) May 2008 - December 2012
Skills
Water, Wastewater Treatment, Project Coordination, Remediation, Environmental..., Civil Engineering, Contaminated Sites, Water Treatment, Water Quality, Environmental Compliance, Sustainability, Engineering, Water Resources, Environmental Permitting, Environmental..., Groundwater, Municipalities
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Bucknell University 2006 — 2008
Master of Science (M.S.), Environmental Engineering
Bucknell University 2002 — 2006
Bachelor of Science (B.S.), Chemistry
The Hill School 1997 — 2002
High School
J.P. Morgan May 2013 - Present
Skills
Microsoft Excel, Microsoft Office, Marketing Strategy, PowerPoint, Microsoft Word, Data Analysis, Editing
Education
Brown University 2012 — 2015
Bachelor of Arts (B.A.)
University of Granada, Spain 2012 — 2012
Columbia University in the City of New York 2011 — 2012
Bachelor of Arts (B.A.)
Horace Mann School 2007 — 2011
J.P. Morgan January 2013 - Present
J.P. Morgan September 2011 - January 2013
Murphy & Durieu January 2010 - April 2010
David Lerner and Associates Investments February 2009 - January 2010
Smith Barney October 2008 - January 2009
Frassanito Jewelers Corporation June 2007 - October 2008
Smith Barney January 2007 - March 2007
The Depository Trust And Clearing Corporation. June 2006 - August 2006
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Finance
Harborfields High School
Harborfields High School
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Milestone Partners January 2012 - March 2012
Bryn Mawr College May 2011 - December 2011
Shanghai Media Group December 2010 - January 2011
Abacus Planning Group May 2010 - August 2010
Industrial and Commercial Bank of China June 2009 - August 2009
Skills
Data Analysis, Statistics, R, Quantitative Analytics, Economics, Microsoft Office, Microsoft Excel, Mandarin, Financial Modeling
Education
Princeton University 2012 — 2014
Master's Degree, Finance, General
Bryn Mawr College 2008 — 2011
B.A., Mathematics
SFLS
Shareholder InSite, Inc. May 2013 - September 2014
Modern Holdings August 2007 - May 2013
AscensionRite LLC December 2005 - July 2007
J.P. Morgan 2000 - 2003
Education
Vanderbilt University - Owen Graduate School of Management 2004 — 2006
MBA, Business Administration, Management and Operations
Bucknell University 1996 — 2000
Bachelor’s Degree, Business Administration and Management, General
T3 Advisors, LLC 2015 - Present
J.P. Morgan 2013 - 2015
Goldman Sachs September 2008 - October 2012
Goldman Sachs September 2006 - September 2008
Goldman Sachs April 2004 - September 2006
Goldman Sachs July 2002 - April 2004
Skills
Sales, Building Relationships, Business Relationship..., Team-oriented, Fixed Income, Financial Institutions, Institutional Investors, Investment Banking, Basketball, Bloomberg, Bonds, Derivatives, Capital Markets, Equity Research, Finance, Institutional..., Wealth Management
Education
Brown University 1998 — 2002
BA, Economics
Brown Daily Herald Inc. 2013 - Present
Swearer Center for Public Service 2012 - Present
J.P. Morgan June 2015 - August 2015
Actavis May 2014 - January 2015
MED International September 2013 - January 2014
Agway August 2011 - January 2014
Skills
Microsoft Excel, Stata, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Time Management, Nonprofits
Education
Brown University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Trinity College, Dublin 2014 — 2014
Study Abroad Visiting Student, Economics
J.P. Morgan April 2014 - Present
Transamerica March 2013 - March 2014
Transamerica December 2011 - March 2013
Transamerica June 2007 - December 2011
Skills
Fund Accounting, Financial Reporting, GAAP, Mutual Funds, Accounting, SEC filings, SEC Financial Reporting, Financial Analysis, Financial Services, Fund Administration, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Bloomberg, Analysis, Internal Controls, Securities, Valuation, Derivatives, General Ledger, Account Reconciliation, ETFs, Asset Allocation, US GAAP, Insurance, Risk Management, Fund Of Funds
Education
Bryant College 1995 — 1999
BS, Finance, General
Scordio Productions Inc. January 2013 - Present
J.P. Morgan July 2009 - July 2012
Credit Suisse June 2007 - August 2007
MarketAxess June 2006 - August 2006
Skills
Film Production, Television, Cinematography, Comedy, Promotional Videos, Management, Film, Finance, Securities, Microsoft Excel, Microsoft Office, Equities, Equity Derivatives, Cinema 4D, Short Films, Sizzle Reels, Romantic Comedy
Education
Bucknell University 2005 — 2009
BS, Business Management
J.P. Morgan 2015 - Present
J.P. Morgan 2014 - August 2014
Philadelphia 76ers May 2013 - August 2013
Skills
Social Media, Community Outreach, PowerPoint, Event Planning, Social Networking, Sports Marketing, Teamwork, Time Management, Research, Analysis
Education
Bucknell University 2011 — 2015
Bachelor of Arts (BA), Marketing, Economics and Psychology
Pope John Paull II 2007 — 2011
J.P. Morgan June 2015 - August 2015
Merrill Lynch May 2014 - July 2014
Cline Davis & Mann January 2014 - January 2014
Room to Read May 2013 - August 2013
Greenwich Country Day School Summer Camp June 2008 - July 2010
Skills
PowerPoint, Minitab, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Research, Event Planning, Teamwork, Leadership, Customer Service, Fundraising
Education
Bucknell University 2012 — 2016
Bachelor of Arts (B.A.), Economics, Italian Studies
The London School of Economics and Political Science (LSE) 2014 — 2014
Greenwich Academy 2009 — 2012
High School Diploma
Guggenheim Securities July 2012 - Present
FBR Capital Markets November 2001 - July 2012
Exclaim Technologies LLC 1999 - 2001
ABN AMRO North America 1996 - 1999
J.P. Morgan 1990 - 1996
J.P. Morgan 1989 - 1990
J.P. Morgan 1986 - 1989
J.P. Morgan 1983 - 1986
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Capital Markets, Due Diligence, Investments, Corporate Finance, Financial Analysis, Investment Banking
Education
Brown University
Bachelor of Arts (B.A.), Economics and International Relations
Millfield School, Somerset, England
J.P. Morgan April 2013 - Present
Goldman Sachs February 2002 - April 2013
Price Waterhouse Management Consultants June 1999 - February 2002
Prudential Insurance August 1995 - June 1999
Skills
Trading, Financial Services, Financial Risk, Prime Brokerage, Equities, Fixed Income, Hedge Funds, Securities Lending, Trading Systems, Derivatives, Capital Markets, Middle Office, Securities, Swaps, Equity Derivatives, Investment Banking
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
MBA, eCommerce
Bucknell University 1991 — 1995
MSBA, Business Administration
J.P. Morgan January 2013 - May 2014
J.P. Morgan August 2010 - December 2012
Nolan Capital, LLC June 2009 - August 2009
Nolan Capital, LLC June 2008 - August 2008
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Bucknell University 2006 — 2010
Bachelor of Arts, Economics
The Haverford School 1992 — 2006
New York University in Prague
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
J.P. Morgan January 2015 - Present
J.P. Morgan August 2013 - December 2014
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Skills
Options, Social Media, Public Speaking, Investments, Credit Derivatives, Analysis, Software Documentation, Investment Banking, Microsoft Excel, Microsoft Word, Strategy, Research, Data Analysis, Microsoft Office
Education
Bucknell University 2009 — 2013
Bachelors of Business, Major: Management
Northern Highlands Regional High School 2005 — 2009
UBS October 2013 - Present
UBS Wealth Management September 2008 - October 2013
Merrill Lynch May 2006 - September 2008
J.P. Morgan June 1985 - May 2006
Education
M.I.T. 1984 — 1986
MS, Management
Bucknell University 1978 — 1982
BS, Chemcal Engineering
Deer Isle Capital, LLC June 2015 - Present
Northern Trust Corporation August 2014 - June 2015
Northern Trust Corporation December 2013 - August 2014
Northern Trust Corporation January 2012 - November 2013
J.P. Morgan July 2009 - January 2012
Skills
Hedge Funds, Fund Of Funds, Fund Administration, Alternative Investments, Bloomberg, Equities, Sales Management, Derivatives, Fixed Income, Capital Markets, Due Diligence, Asset Management, Economics, Middle Office
Education
Bryant University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Greenwich High School 2001 — 2005
J.P. Morgan January 2015 - Present
Yelp July 2014 - January 2015
Teach For America June 2012 - June 2014
Vinson and Elkins June 2010 - January 2011
CB&I June 2007 - August 2009
Skills
Research, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Curriculum Design, Management, Public Speaking, Fundraising
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Affairs
J.P. Morgan July 2009 - Present
Education
Bucknell University 2005 — 2009
Bachelor of Science (BS), Business/Managerial Economics
Bryn Mawr College August 2015 - Present
Merrill Lynch June 2015 - Present
Vanguard February 2015 - June 2015
J.P. Morgan September 2014 - January 2015
Haverford College 2014 - 2015
J.P. Morgan June 2014 - August 2014
Self-Governance Association/Residence Council September 2013 - April 2014
Apple Vacations June 2013 - August 2013
VVSA June 2012 - August 2012
Skills
Microsoft Excel, Stata, Economics, French, Sports, Facebook, PowerPoint, Research, Time Management, Microsoft Office
Education
Bryn Mawr College 2012 — 2016
Bachelor's degree candidate, Economics/Biology
Brown University Office of Student Veterans and Commissioning Programs June 2012 - May 2015
Brown Daily Herald Inc. September 2011 - May 2015
J.P. Morgan June 2014 - August 2014
National Economic Council May 2013 - August 2013
J.P. Morgan March 2011 - April 2011
Skills
Microsoft Excel, Spanish, Microsoft Office, PowerPoint, Corporate Governance, Data Analysis, Public Speaking, Facebook, Microsoft Word, Economics, Teaching, French, Statistics, Research, Critical Thinking
Education
Brown University 2011 — 2015
Bachelor’s Degree, Physics and History
Collegiate School 1997 — 2010
High School
Thoma Bravo August 2015 - Present
J.P. Morgan June 2013 - June 2015
Brown University January 2011 - May 2013
Seidler Equity Partners June 2011 - July 2011
Skills
Microsoft Excel, Financial Modeling, Financial Accounting, PowerPoint, Finance, Corporate Finance, Data Analysis, Economics, Financial Analysis, Investment Banking, Investments, Valuation
Education
Brown University 2009 — 2013
Bachelor of Arts, Commerce, Organizations, Entrepreneurship- Business Economics Track
Icahn School of Medicine at Mount Sinai April 2014 - Present
JPMorgan Chase June 2011 - Present
J.P. Morgan June 2009 - June 2011
Education
Bryn Mawr College 2015 — 2016
Postbaccalaureate Premedical Program
Pomona College 2005 — 2009
B.A., Economics
Commerzbank AG June 2014 - Present
J.P. Morgan February 2013 - June 2014
J.P. Morgan August 2011 - January 2013
Deutsche Bank May 2010 - August 2010
United States District Court for the Eastern District of Louisiana May 2009 - July 2009
Proskauer Rose LLP June 2007 - July 2008
The Wheeler School March 2004 - June 2007
Skills
Securities Regulation, Corporate Law, FINRA, Derivatives, Investment Advisers Act, SEC filings, ISDA, Hedge Funds, ISDA negotiations, Compliance, Dodd-Frank, Investment Advisor..., Securities Exchange Act..., Structured Finance, Secured Transactions
Education
Tulane University Law School 2008 — 2011
JD, Corporate & Securities Law
University of Cambridge 2009 — 2009
Institute for European Union and Comparative Law
Brown University 2003 — 2007
AB, American Civilization
Northfield Mount Hermon School 2000 — 2003
High School Diploma
J.P. Morgan February 2013 - Present
State Street February 2012 - February 2013
GMO June 2007 - February 2012
Investors Bank &Trust June 2006 - May 2007
Oppenheimer May 2005 - August 2005
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Fund Accounting, Derivatives, Securities, Bloomberg Terminal, Hedge Funds, Investments, Asset Managment, Alternative Investments, Financial Services, Financial Analysis, Corporate Actions, Valuation, Asset Allocation, Business Analysis, Finance, Microsoft Excel, Swaps, Back Office, Collateral Management, Economics, Relationship Management, MySQL, Visio, PowerPoint, Project Management, Project Support
Education
Bryant University 2002 — 2006
Dual Bachelors, Business Administration; Finance and Economics
TD Securities December 2013 - Present
TD Securities August 2010 - December 2013
J.P. Morgan June 2009 - August 2009
Ernst & Young August 2007 - May 2008
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Bryn Mawr College 1997 — 2001
The George Washington University
MS, Statistics
J.P. Morgan July 2013 - Present
CQS June 2011 - July 2013
Corbin Capital LLC January 2010 - June 2011
Mezzacappa Management LLC April 2002 - July 2009
ING Alternative Asset Management February 2001 - March 2002
ING Barings November 1995 - February 2001
Merrill Lynch & Co., INC. August 1991 - October 1995
JP Morgan 1986 - 1989
Skills
Hedge Funds, Equities, Derivatives, Due Diligence, Asset Allocation, Risk Management, Financial Risk, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Bloomberg, Investment Strategies, Investment Management, Private Equity, Trading, Commodity, Trading Strategies, Equity Derivatives, Credit Derivatives, Financial Markets, Credit, Asset Management, Securities, Loans, Valuation, Fund Of Funds, Capital Markets, Credit Risk, Venture Capital, Investment Banking, Structured Products, Emerging Markets, Bonds, Series 7, Mutual Funds, High Yield
Education
Brown University 1982 — 1986
B.A., International Relations/Economics
University of Paris-Sorbonne
Research Partners LLP January 2005 - Present
TMP Worldwide Executive Search January 1999 - January 2003
J.P. Morgan January 1998 - January 1999
Skills
IT Recruitment, International..., Executive Search, Technology Recruitment, Career Development, Market Research, Psychoanalytic..., Career Counseling, Headhunting, professional services..., recruitment strategy, Interviews, Networking, Coaching, Recruiting, Outplacement, Management, French, Training, Management Consulting, Strategy, Start-ups, HR Consulting, Competitive Analysis, Spanish, Personnel Management, Sourcing, Contract Recruitment, Social Media, Business Development, English, New Business Development, Change Management, Research, Financial Services, Telecommunications, German, Account Management, Business Transformation, Consulting, Healthcare, Recruitment Advertising, Performance Management, Human Resources, Sales, Organizational..., Employee Engagement, Search, Recruitments, E-commerce
Education
BGSP 2001 — 2003
MA, Psychoanalysis
Brunel University 1996 — 1999
BA, European Politics
J.P. Morgan May 2012 - Present
Southern Methodist University August 2010 - May 2012
Goldman Sachs May 2007 - May 2010
Goldman Sachs August 2006 - May 2007
Skills
Equities, Fixed Income, Trading, Financial Modeling, Options, Bloomberg, Valuation, Capital Markets, Hedge Funds, Alternative Investments, Corporate Finance, Portfolio Management, Private Equity, Derivatives, Financial Analysis, Series 7, Asset Management
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance
Bucknell University
Bachelor of Science, Business Administration; Business Management and German Studies
J.P. Morgan July 2011 - Present
JPMorganChase July 2009 - June 2011
Skills
Finance, Analytics, Financial Analysis, Product Management, Strategy, Project Management, Treasury, Cash Management, Microsoft Office, Microsoft Excel, QlikView, Business Objects, Visio, Technical Product Sales, Product Specialists, Product Development, Product Marketing, Revenue Analysis, P&L Management
Education
Bucknell University 2005 — 2009
BSEE, BM, Electrical Engineering, Management
J.P. Morgan August 2011 - March 2014
Skills
Bloomberg Terminal, Credit Risk, Credit Rating, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Financial Audits, Investment Banking, Bloomberg
Education
Bucknell University 2007 — 2011
BSBA, Business Management
UCL 2010 — 2010
Management Science and Innovation
Langley High School 2003 — 2007
Wells Fargo May 2013 - Present
Wells Fargo Bank, N.A. April 2006 - Present
J.P. Morgan April 2003 - April 2006
Citizens Bank March 1990 - April 2003
Skills
Financial Services, Banking, Finance, Product Management, Investments, Credit, Bonds, Management, Mergers & Acquisitions, Fixed Income
Education
Bryant College 1983 — 1987
Bachelor of Science (BS), Economics
Santander Bank, N.A. August 2014 - Present
J.P. Morgan November 2012 - August 2014
State Street Corporation February 2010 - November 2012
Bryant University Archway Investment Fund January 2009 - May 2009
Skills
Portfolio Management, Mutual Funds, Series 7, Financial Markets, Financial Services, Banking, Finance, Investments, Hedge Funds
Education
Bryant University 2005 — 2009
BSBA, Finance, Economics, Sociology
J.P. Morgan July 2015 - Present
JPMorgan Chase February 2014 - July 2015
JPMorgan Chase April 2013 - February 2014
JPMorgan Chase August 2012 - September 2013
JPMorgan Chase June 2011 - August 2011
Fidelity Investments July 2006 - July 2010
Centurion Investment Group December 2005 - January 2006
Goldman Sachs May 2005 - August 2005
JP Morgan Chase June 2004 - September 2004
Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Hedge Funds, Strategy, Leadership, Corporate Finance, Management, Business Development, Asset Management, Finance, Project Management, Strategic Planning, Equity Research, Trading
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Brown University 2002 — 2006
Bachelor of Science
Tuck School of Business at Dartmouth 2006 — 2006
Business Bridge Program
University of Oxford 2004 — 2005
Visiting Scholar
John Jay High School 1998 — 2002
Spruce Investment Advisors June 2014 - Present
Beacon Mortgage 2012 - Present
Independent Diplomat 2011 - Present
Drybar 2012 - 2012
Algorithmic Trading Management 2009 - 2012
Scimitar 2003 - 2010
JPMorgan Private Bank 2000 - 2003
J.P. Morgan 1996 - 1998
Chemical Bank Corp. 1995 - 1996
Price Waterhouse 1993 - 1995
Skills
Acquisition and..., Financial Reporting,..., Investments, Due Diligence, Financial Reporting, Mergers, Cost Reduction..., Equities, Private Equity, Mergers & Acquisitions, Asset Management, Finance, Corporate Finance, Financial Services, Venture Capital, Fixed Income, Budgets, Portfolio Management, Credit, Alternative Investments, Mutual Funds, Hedge Funds, Financial Analysis, Capital Markets, Loans, Financial Modeling, Derivatives, Auditing, Analysis, Negotiation, Management, Valuation
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Bucknell University 1989 — 1993
BS in Business Administration, Accounting
Stuyvesant High School 1985 — 1989
Royal Bank of Scotland June 1997 - Present
J.P. Morgan June 1990 - May 1997
Skills
Derivatives, Fixed Income, Capital Markets, Trading Systems, Trading, Bloomberg, Electronic Trading, Interest Rate..., Financial Markets
Education
Bucknell University 1986 — 1990
J.P. Morgan June 2015 - Present
JPMorgan Chase February 2013 - Present
JPMorgan Chase February 2011 - January 2013
JPMorgan Chase February 2009 - January 2011
JPMorgan Chase March 2007 - January 2009
Integrity Staffing Solutions December 2006 - March 2007
Wilkes University August 2004 - May 2006
Skills
Treasury, Settlement, Process Improvement, Banking, Fixed Income, Microsoft Excel, Bloomberg, Securities, Recruiting, Microsoft Word, Training, Leadership Development, Microsoft Office, Finance, Financial Analysis
Education
Wilkes University 2004 — 2006
MBA, Business Administration
Bucknell University 1999 — 2003
BS, Business Administration
J.P. Morgan October 2014 - Present
J.P. Morgan February 2006 - September 2014
J.P. Morgan September 1997 - January 2006
Goldman Sachs 1992 - 1995
Skills
Equities, Hedge Funds, Fixed Income, Investments, Asset Management, Alternative Investments, Capital Markets, Portfolio Management, Private Equity, Investment Banking
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Bryn Mawr College 1988 — 1992
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 1990 — 1991
General Course, Economics
Fitch Ratings July 2013 - Present
Celerant - Private Equity 2011 - 2013
GLG Research 2004 - 2011
JPMorgan Investment Bank 2000 - 2004
J.P. Morgan 1999 - 1999
Skills
Private Equity, Financial Services, New Business Development, Hedge Funds, Venture Capital, Valuation, Investment Banking, Manufacturing, Real Estate, Portfolio Management, Financial Modeling, Investments, Mergers, Capital Markets, Equities, Bloomberg, Asset Managment, Financial Analysis, Due Diligence, Trading, Derivatives, Relationship Management, Fixed Income, Emerging Markets, Leadership, Financial Markets, Securities, Restructuring, Bonds, Investment Management, Banking, Strategic Partnerships, Equity Research, Strategy, Debt, Mutual Funds, Risk Management, Business Strategy, Account Management, Corporate Finance, Management, Finance, Sales, Strategic Financial..., Analysis, Strategic Planning, Start-ups, Financial Structuring, Mergers & Acquisitions, Consulting
Education
Brown University 1996 — 2000
Economics, BA
Groton
J.P. Morgan July 2014 - Present
Self employed- Childcare January 2009 - July 2014
Citi March 2007 - December 2008
HSBC Insurance Agency January 2006 - October 2006
HSBC Insurance Agency September 2001 - October 2006
HSBC Securities July 1998 - September 2001
Skills
Mutual Funds, Financial Services, Life Insurance, Fixed Annuities, Trading, Microsoft Word, Team Building, Team Leadership, Project Management, Customer Service, Finance, Management, Insurance, Process Improvement, Risk Management, Relationship Management
Education
Bryant and Stratton College 1996 — 1998
Associate's degree, Administrative Assistant and Secretarial Science, General
J.P. Morgan April 2013 - Present
Parsons The New School for Design April 2009 - Present
Benchmark Solutions November 2009 - March 2013
Triana Venture Partners 2009 - 2010
Tradeweb LLC 2000 - 2009
Societe Generale 2000 - 2000
Bluestone Capital Partners 1999 - 2000
Council for Economic Education December 1998 - 1999
Skills
Fixed Income, Derivatives, Bonds, Capital Markets, Credit Derivatives, Electronic Trading, Trading Systems, Market Data
Education
Yale University
Ph.D.
Bryn Mawr College
A.B.
J.P. Morgan June 2015 - Present
Barclays December 2011 - June 2015
Morgan Stanley April 2010 - December 2011
AIG June 2008 - May 2010
Education
Bucknell University 2005 — 2008
BA, Economics, Mathematics(Statistics)
Skidmore College 2004 — 2005
The Lawrenceville School 2000 — 2004
Barclays January 2015 - Present
Barclays February 2009 - Present
Lehman Brothers July 2007 - September 2008
Goldman Sachs July 1999 - January 2004
J.P. Morgan July 1998 - July 1999
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA)
Harvard Kennedy School of Government 2004 — 2007
Master of Public Administration (MPA)
Brown University 1994 — 1998
Bachelor of Arts (BA), Mathematical Economics
Skadden Arps December 2008 - June 2015
J.P. Morgan March 2014 - September 2014
Société Générale June 2013 - December 2013
Clifford Chance US LLP October 2004 - December 2008
Skills
White Collar Criminal...
Education
Georgetown University Law Center 2001 — 2004
J.D.
Tufts University 1998 — 1999
M.S.
Bucknell University 1993 — 1997
B.S.
Carlson School of Management September 2014 - Present
RBC Global Asset Management (U.S.) Inc. May 2007 - August 2014
Voyageur Asset Management May 2007 - December 2009
Jeffrey Slocum & Associates 2005 - 2007
St. Paul Companies` 1996 - 2003
Metropolitan Life Insurance Company July 1990 - July 1996
Cohen Feit June 1988 - September 1989
J.P. Morgan 1985 - 1988
Skills
Bloomberg, Portfolio Management, Asset Allocation, Asset Management, Investments, Credit Analysis, Research, People Development, Strategic Thinking, Communication Skills, Presentations, Fixed Income, Asset Managment, Investment Strategies, Capital Markets, Strategy, Equities, Hedge Funds, Credit, Private Equity, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Bryn Mawr College 1980 — 1984
BA, Psychology
J.P. Morgan 2009 - 2010
Team Ops 2009 - 2010
Fidelity Investments December 1999 - December 2008
Fidelity Investments December 2003 - May 2006
Fidelity Investments December 1999 - November 2003
Education
Bryant University 1995 — 1999
Bachelors, Business Administration
St Anthony's High School 1991 — 1996
Spencer Gifts April 2012 - Present
Susquehanna International Group September 2003 - March 2012
Goldman Sachs May 2002 - May 2003
J.P. Morgan 1997 - 2002
Skills
Equity Research, Equity Valuation, Bloomberg, Equities, Hedge Funds, Valuation, Financial Modeling, Fixed Income, Capital Markets, Portfolio Management, Investments, Investment Banking, Securities, Investment Strategies, Quantitative Analytics, Corporate Finance, Financial Analysis, Financial Markets, Due Diligence, Management, Leadership, Forecasting, Finance
Education
Bryant University 1989 — 1993
BS, Finance
400 Capital July 2015 - Present
Perella Weinberg Partners August 2010 - May 2015
Saybrook Group LLC July 2009 - September 2010
Bank of America June 2005 - May 2009
J.P. Morgan August 2000 - June 2005
Fitch Ratings August 1997 - August 2000
Skills
Capital Markets, Financial Modeling, Financial Structuring, Valuation, Investment Banking, Hedge Funds, Fixed Income, Portfolio Management, Equities, Structured Finance, Securitization, Derivatives, Asset Management
Education
Bryant University 1989 — 1993
BS, Finance
Troob Capital Management LLC 2005 - Present
J.P. Morgan 2003 - 2004
J.P. Morgan 1996 - 2003
Skills
Investment Banking, Trading, High Yield, Hedge Funds, Capital Markets, Valuation, Fixed Income, Leveraged Finance, Financial Modeling, Portfolio Management, Asset Management, Debt Restructuring, Private Equity
Education
Bucknell University 1992 — 1996
George School
J.P. Morgan June 2015 - August 2015
Emigrant Bank December 2013 - July 2014
Emigrant Bank May 2011 - December 2013
Emigrant Bank June 2010 - August 2010
Education
University of Virginia Darden School of Business 2014 — 2016
MBA Candidate
Brown University 2008 — 2011
B.A., Economics, Public Policy
J.P. Morgan July 2013 - Present
BlackRock June 2012 - June 2013
J.P. Morgan June 2010 - May 2012
Skills
Alternative Investments, Fixed Income, Credit Analysis, Real Estate, Accounting, Foreign Exchange, Financial Modeling, Wealth Management, Bloomberg, Options, Valuation, Portfolio Management
Education
Bucknell University 2006 — 2010
BA, Economics, French
The Lawrenceville School 2002 — 2006
J.P. Morgan July 2014 - Present
Kiewit June 2008 - July 2012
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Accounting, and Strategy
Bucknell University 2004 — 2008
BS, Civil Engineering
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
ROCA Real Estate Securities LP May 2011 - September 2011
PhaseCapital LP May 2011 - August 2011
Arnold Worldwide May 2010 - August 2010
Skills
Financial Analysis, Statistical Modeling, Econometrics, Economics, German, Investments, Corporate Finance, Financial Modeling, Investment Banking, Finance, Valuation, Microsoft Excel, Data Analysis, Microsoft Office, Mergers, Capital Markets, Due Diligence
Education
Brown University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Phillips Academy Andover 2006 — 2009
BNY Mellon May 2014 - Present
JPMorgan Chase March 2013 - May 2014
J.P. Morgan September 2010 - March 2013
Putnam Investments March 2007 - September 2010
PNC Global Investment Servicing 2004 - 2007
Shoplink 2000 - 2000
Skills
Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Planners, Tax, Corporate Tax, Mutual Funds, Account Reconciliation, Tax Accounting, Auditing, Equities
Education
Bryant University 2003 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Bridgewater State College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
KP
J.P. Morgan 2011 - Present
Bryan Cave LLP 1999 - 2011
Skills
Litigation, Civil Litigation, Securities Regulation, Internal Investigations
Education
Bryn Mawr College
Bachelor of Arts (B.A.)
Fordham University School of Law
Doctor of Law (J.D.)
J.P. Morgan October 2014 - Present
Fidelity Investments September 2013 - October 2014
Auerbach Grayson May 2012 - August 2012
Skills
Financial Modeling, Investments, Equities, Equity Research, Microsoft Excel, Data Analysis, Research, Valuation, Financial Analysis, Portfolio Management, Bloomberg
Education
Brown University 2012 — 2013
Master of Science (M.Sc.), Engineering
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Civil Engineering
Viewpoint School 2004 — 2008
Cirq Sciences February 2011 - Present
Finance Lab September 1998 - Present
CU Denver 2009 - 2015
DSST Public Schools July 2007 - June 2010
Winwood Technologies October 1987 - September 1998
John W Gunter, Inc May 1984 - July 1987
The Economist 1983 - 1983
Financial Mail 1982 - 1982
J.P. Morgan December 1979 - September 1981
Skills
Strategy, Entrepreneurship, Start-ups, Mergers & Acquisitions, Management, Strategic Planning, Marketing, Product Development, Portfolio Management, Finance, Sales, Outsourcing, Financial Modeling, Management Consulting, Public Speaking, Nonprofits, Financial Analysis, Creative Direction, Leadership, Fundraising
Education
London School of Economics
M.Sc., Economics
Brown University
B.A., with honors, Economic History
J.P. Morgan September 2011 - Present
J.P. Morgan July 2009 - September 2011
Education
Bucknell University 2005 — 2009
BSBA, Finance
J.P. Morgan July 2014 - Present
Bryn Mawr College August 2010 - May 2014
Back on My Feet February 2013 - August 2013
Bryn Mawr College Payroll and Controller’s Office January 2013 - April 2013
Bryn Mawr College Athletics Department May 2012 - August 2012
Skills
Mathematica, PowerPoint, Accounting, LaTeX, Microsoft Excel, Microsoft Word, VBA, Analysis
Education
Bryn Mawr College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
J.P. Morgan November 2012 - Present
UBS Wealth Management 2010 - November 2012
UBS Wealth Management 2008 - 2010
UBS Wealth Management 2005 - 2008
UBS Wealth Management 2003 - 2005
Leed's 2001 - 2003
Skills
Wealth Management, Alternative Investments, Banking, Series 7, Equities, Fixed Income, Series 63, Capital Markets, Securities, Hedge Funds, Bloomberg, Financial Services
Education
Bucknell University 1999 — 2003
Bachelor of Science, Business Administration (Management)
Freeman & Co. July 2015 - Present
Freeman & Co. November 2013 - Present
Glass, Lewis & Co. February 2013 - June 2013
ShortForm June 2011 - May 2012
J.P. Morgan June 2010 - July 2010
IDC June 2009 - July 2009
Technological and Economic Development and Research Center - Istanbul Technical University July 2007 - August 2007
Skills
Political Philosophy, Data Analysis, Political analysis, Turkish, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Research, Music Production, Photoshop, Market Research, Market Analysis, Marketing, Financial Analysis
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Economics
The Koc School 2004 — 2008
International Baccalaureate
Chef Nisa Lee Thai at Home, Inc. November 2004 - Present
Worldco llc 2000 - 2003
J.P. Morgan 1999 - 2000
First Union Capital Markets 1997 - 1999
Skills
Event Management, Marketing Strategy, Marketing Communications, Public Relations, Marketing, Event Planning, Trade Shows, Sponsorship, Social Media Marketing, Social Media, New Business Development, Strategic Planning, Online Advertising, Corporate Events
Education
Bucknell University 1979 — 1983
B.A., Economics
Scarsdale High School
Diploma
JPMorgan Chase May 2000 - Present
J.P. Morgan June 1988 - Present
Skills
Performance Management, Training Delivery, Employee Engagement, Talent Management, Training, Call Centers, Mortgage Lending, Mortgage Banking, Loans, Team Building
Education
Bryant & Stratton College 1986 — 1988
Associate's degree, Computer Programming, Specific Applications, 3.8
J.P. Morgan June 2015 - Present
Brown University Economics Department January 2014 - June 2015
Brown Investment Group December 2012 - January 2015
J.P. Morgan June 2013 - August 2014
SAC Capital June 2011 - January 2013
Education
Brown University 2011 — 2015
BA, Economics, International Relations, 3.93 GPA out of maximum 4.0, with a 4.0 in both concentrations
Rye Country Day School 2007 — 2011
High School Diploma
Stanford University 2010 — 2010
Foreign Policy, Logic
JPMorganChase December 2009 - Present
J.P. Morgan March 2009 - December 2009
J.P. Morgan June 2005 - March 2009
Education
Bryant and Stratton College-Parma 1995 — 1997
Associate's degree, Administrative Assistant
Lime Connect June 2015 - Present
Curricular Resource Center - Brown University May 2015 - Present
Brown Daily Herald Inc. September 2013 - Present
Nationwide Insurance May 2015 - August 2015
J.P. Morgan April 2014 - April 2014
Blue Cross Blue Shield of NC June 2013 - August 2013
Shodor Education Foundation, Inc. June 2012 - August 2012
Skills
Strategy, Public Speaking, Actuarial Science, Management, Analysis, Health Insurance, Property & Casualty..., Nutrition, Fitness Training, Human Resources, Time Management, Microsoft Word, Social Media, Event Planning, Microsoft Office, PowerPoint, Research
Education
Brown University 2013 — 2017
Bachelor’s Degree, Applied Mathematics - Economics, Nutrition and Health
The London School of Economics and Political Science (LSE) 2014 — 2014
Summer Study Abroad
Apex High School 2009 — 2013
Salutatorian
J.P. Morgan Human Resources Business PartnerJPMorgan Chase1998 - Present
Education
Bucknell University
Fidelity Investments June 2006 - Present
J.P. Morgan 2002 - 2006
Skills
Financial Modeling, Investments, Asset Management, Fixed Income, Series 7, Capital Markets, Portfolio Management, Securities, Hedge Funds, Equities, Valuation, Mutual Funds, Bloomberg, Alternative Investments, Equity Research, Financial Analysis, Asset Allocation
Education
Brown University 1998 — 2002
Business/Managerial Economics
UBS Investment Bank November 2013 - Present
Deutsche Bank 2010 - November 2013
Louis Dreyfus Property Group 2009 - 2010
Rockrose Development Corp. November 2008 - November 2009
J.P. Morgan 2001 - 2008
Skills
Real Estate, Acquisitions, Valuation, Financial Modeling, Investments, Asset Management, Research, Capital Markets, Trading, Equities
Education
Brown University 1997 — 2001
Bachelor of Arts (B.A.), Business Economics
J.P. Morgan 2013 - Present
J.P. Morgan June 2011 - March 2013
J.P. Morgan June 2010 - August 2010
Itaú Unibanco June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Financial Risk, Mandarin, Portuguese, Spanish, International Political..., Stata, Options, Interest Rate..., Equity Derivatives, Correlation Analysis, Credit Analysis, Credit Derivatives, Quantitative Research, Comparative Politics
Education
Brown University 2007 — 2011
Bachelor of Arts (BA), Political Science and Economics
Harbin Institute of Technology 2009 — 2009
Chinese Language and Literature
Pan American School of Bahia 1996 — 2007