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
US Bank November 2013 - Present
OC Mortgage Specialist Group September 2013 - Present
J.P. Morgan April 2009 - November 2013
American Home Mortgage Servicing March 1999 - April 2009
Bank of America November 1992 - March 1999
Skills
Mortgage Specialist, ARM Specialist, Auditing, Research Analysis, Data Validation, Funding, Problem Solving, Compliance, Customer Service, Policies & Procedures, Processing, Preparing Documents, Wire Reconciliation, Fidelity/LPS, OCIE, Monarch, Tracker, Image One, RealEC, CFM, Fastreive, Record Analysis, Portfolio Management, Policy, Research, Banking, Finance, Loan Modifications, Loan Servicing, Loans, Mortgage Banking
Education
Cerritos College
Business Administration
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Office of Congressman Bill Shuster, PA 9th District June 2012 - August 2012
Clearlake Capital Management LLC June 2011 - July 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Research, Client Relations Skills, Time Management, Market Research, Financial Analysis, Data Analysis, Lobbying
Education
Penn State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General; International Business, 3.62
Charles University in Prague 2013 — 2013
Study Abroad, Economics
Carrington Mortgage Services, Mortgage Lending Division April 2015 - Present
JPMorgan Chase December 2012 - November 2013
JPMorgan Chase February 2011 - December 2012
J.P. Morgan June 2010 - January 2011
J.P. Morgan May 2009 - May 2010
AMC Mortgage August 2005 - August 2007
Nestlé Waters North America December 2001 - August 2005
Skills
Loss Mitigation, Mortgage Banking, Default, Mortgage Lending, Mortgage Servicing, Loan Servicing, FHA, Banking, Funding, Mortgage Underwriting, FHLMC, Process Improvement, Training, FNMA, Management, Fixed Income, Quality Assurance, Originations, Closings, Research, Data Validation, Escalation Resolution, GSE, Leadership, Investment Banking, Research Analysis, Compliance, Production, Policies and Procedures, Collections, FDCPA, TCPA
Education
Cerritos College
J.P. Morgan July 2014 - Present
Third Avenue Management February 2014 - June 2014
State Street January 2013 - May 2013
SkyBridge Capital January 2012 - February 2012
Education
Stonehill College 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Stonehill College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Charles University in Prague 2012 — 2012
Economics
Chaminade High School 2005 — 2009
Synechron August 2013 - Present
Nomura March 2010 - August 2011
J.P. Morgan March 2008 - March 2010
Citigroup Global Services April 2007 - November 2007
Skills
FX Options, Derivatives, SWIFT payments, Money Market, Treasury, Settlement, Capital Markets, Options, Cash, Foreign Exchange, Fixed Income, Investment Banking, FX, CLS, Settlements, SWIFT, Bank Reconciliation, Forwards, NDF, Cash Management, Back Office, Currency, Middle Office, Financial Risk, Trading, Swaps, Payments, Account Reconciliation, Financial Markets, Hedging, Finance, Equities, Bloomberg, Interest Rate..., Misys, Wall Street
Education
Centennial College 2011 — 2013
Global Business Management, Accounting and Business/Management
Garware Institute of Career Education and Development (Mumbai University) 2004 — 2007
Diploma, Foreign Trade Management
D.G Ruparel College (Mumbai University) 2002 — 2007
Bachelor of Commerce, Commerce
Lobdell Capital Management January 2008 - August 2008
J.P. Morgan June 2007 - August 2007
Golden West Cities Federal Credit Union May 2002 - August 2005
Golden West Cities Federal Credit Union August 1998 - April 2002
Golden West Cities Federal Credit Union April 1996 - August 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, US GAAP reporting, Capital Assets, Capital Budgeting, General Ledger, Bank Reconciliation, Fixed Asset Management, Billingual..., Customer Service, Asset Liability..., Bank Secrecy Act
Education
Western Governors University 2013 — 2014
Master's degree, Business Administration and Management, General
Chapman University 2005 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan September 2014 - Present
Chopper Trading August 2011 - August 2014
Geneva Derivatives Trading September 2010 - August 2011
Bloomberg June 2009 - August 2009
Citigroup February 2009 - May 2009
Mazer Telecom Advisors May 2008 - August 2008
Education
Washington University in St. Louis - Olin Business School 2006 — 2010
BSBA, Finance and International Business
Cass Business School 2009 — 2009
International Finance
Thunderridge High School 2002 — 2006
Wells Fargo July 2014 - Present
United Bank & Trust July 2012 - July 2014
Valassis July 2010 - July 2012
General Motors February 2010 - July 2010
J.P. Morgan May 2007 - September 2009
Skills
Analysis, Credit, Negotiation, Sales, Customer Service, Microsoft Office, Internal Audit, Loans, Lotus Notes, International Trade, Risk Assessment, Market Research, Financial Analysis, Analytics, Marketing, Finance, Account Management
Education
Central Michigan University 2003 — 2007
Bachelor of Business Administration (BBA), International Business
J.P. Morgan November 2014 - Present
J.P. Morgan January 2013 - November 2014
J.P. Morgan February 2012 - January 2013
J.P. Morgan June 2011 - January 2012
Corporate Equity Inc December 2010 - March 2011
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Securities and Pricing..., Equity Research, Fixed Income Analysis, Fixed Income Research, Global Markets, Financial Market..., Financial Markets, Variance Analysis, VBA, Visual Basic, Macros, Microsoft Excel, Microsoft Office, Reuters 3000, FX Derivatives, FX Rates, Equities, Macro, Valuation, Mutual Funds, Securities, Fixed Income, Analysis, Finance, Derivatives
Education
Central Michigan University 2009 — 2010
Bachelor of Science in Business Adminstration, Finance
J.P. Morgan September 2013 - Present
JPMorgan Chase Bank, N.A October 2010 - Present
JPMorgan Chase Bank, N.A July 2007 - October 2010
Broadway In Chicago March 2006 - March 2009
LaSalle Bank, N.A November 2005 - July 2007
ABN AMRO Services Company March 2005 - November 2005
Skills
Banking, Financial Services, Loans, Commercial Banking, Cash Management
Education
Chicago State University 2002 — 2004
Bachelor of Science, Business Administration; Finance
Western Illinois University 1998 — 2002
Finance, General
Bogan High School
Northern Trust Corporation September 2014 - Present
J.P. Morgan January 2011 - September 2014
J.P. Morgan November 2007 - January 2011
J.P. Morgan September 2004 - November 2007
J.P. Morgan January 2004 - September 2004
J.P. Morgan September 2000 - January 2004
Skills
Operations Management, Business Analysis, Process Improvement, Banking, Risk Management, Leadership, Business Process..., Vendor Management, People Skills, Investment Banking, Analysis, Quality Management, Workflow Management, Production Managment, Technical Support, Financial Services, Budgets, Innovation
Education
Saint Xavier University 2006 — 2007
Master of Business Administration (MBA), Business Administration, Management and Operations
Chicago State University 2000 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Choate Rosemary Hall
Chase 2007 - Present
J.P. Morgan 1998 - Present
Chase 1997 - 2007
Chase 1994 - 1997
Skills
Series 6, Retail Banking, Consumer Lending, Securities, Sales, Customer Service, Investments, Banking, Loan Origination, Financial Services, Loans, Relationship Management, Finance, Branch Banking, Cross Selling, Branch Management, IRAs, Mutual Funds
Education
Centenary College 1989 — 1993
Bachelor's degree, Mass Communication/Media Studies, Magna Cum Laude
Honeoye Falls - Lima
J.P. Morgan June 2014 - Present
University of Wisconsin Survey Center September 2012 - January 2014
Democratic Party of Wisconsin September 2013 - December 2013
Skills
Photography, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Photoshop
Education
University of Wisconsin-Madison 2012 — 2015
Bachelor of Arts (B.A.), Economics, History, Senior
Charles University in Prague 2014 — 2014
European History and Economics
Duke University 2010 — 2011
J.P. Morgan June 2001 - Present
Blatt, Hasenmiller, Leibsker & Moore, LLC July 1998 - June 2007
UPS 1995 - 1999
Skills
Securities, Risk Management, Settlement, Insurance, Banking, Due Diligence, Financial Services, Financial Risk, Credit, Loans, Portfolio Management, Estate Planning, AML, Legal Documents
Education
Chicago State University 1990 — 1992
Associate's degree, Legal Assistant/Paralegal
J.P. Morgan December 2014 - Present
J.P. Morgan June 2013 - November 2014
Ameriprise Financial Services, Inc. May 2012 - May 2013
Mutual Financial June 2011 - August 2011
Skills
Mircosoft Office 2010, ThomsonOne, Morningstar Office, Sales, Time Management, Marketing, Event Planning, Teamwork, Outlook, Customer Service, Leadership, Public Speaking, Research, Data Entry, Inventory Management, CRM, Access, Microsoft Office
Education
Cedarville University 2010 — 2013
Bachelor of Arts; Bachelor of Arts, Accounting; Finance; liberal arts
Flinger Lakes Community College 2009 — 2010
J.P. Morgan July 2014 - Present
Google October 2013 - June 2014
Mozilla Corporation January 2013 - July 2013
Marriott International April 2007 - November 2010
CompUSA September 2007 - January 2008
Skills
PowerPoint, Microsoft Excel, Servers, Troubleshooting, Technical Support, Hardware, Data Center, Customer Service, Windows, Access, OS X, System Administration, Windows 7, Visio, Databases, SharePoint, Lotus Notes, Administration, Software Documentation, Computer Hardware, Outlook, Teamwork, Facebook
Education
City College of San Francisco 2012 — 2013
Year Up Bay Area 2012 — 2013
Skyline College 2006 — 2008
J.P. Morgan June 2007 - Present
Skills
Private Banking
Education
Texas A&M University 2013 — 2015
Master of Business Administration (MBA)
Centenary College of Louisiana 2003 — 2007
Bachelor of Science (B.S.), Economics and Finance
Merrill Lynch Wealth Management June 2015 - Present
World First November 2014 - June 2015
J.P. Morgan April 2014 - October 2014
PNC Bank September 2013 - April 2014
Skills
Customer Service, Banking, Relationship Management, Credit, Sales, Cross Selling, Cold Calling, Financial Analysis, Retail Banking, Credit Cards, Financial Services, Foreign Exchange Risk..., Foreign Exchange, Foreign Exchange..., Series 7
Education
Christendom College 2007 — 2012
Bachelor of Science (BS), Political Science and Economics
Seton High School
Och-Ziff Capital Management August 2015 - Present
J.P. Morgan June 2013 - July 2015
J.P. Morgan June 2012 - August 2012
Conning Asset Management June 2011 - August 2011
Princeton University Economics Department June 2010 - May 2011
Great Lakes Bioenergy Research Center July 2008 - August 2008
Biomass Conversion Research Laboratory June 2007 - August 2007
Skills
Economics, Investment Banking, Research, Public Speaking, Stata, Financial Modeling, Mergers & Acquisitions, Statistics, Matlab, Econometrics, Asset Management, Microsoft Excel, R, Entrepreneurship, Valuation, Java
Education
Princeton University 2009 — 2013
A.B., Economics
Choate Rosemary Hall 2005 — 2009
Univision Communications July 2012 - July 2014
J.P. Morgan July 2009 - July 2011
Management Leadership for Tomorrow 2007 - 2008
Skills
Marketing, Marketing Strategy, Business Development, Multicultural Marketing, Hispanic Marketing, Brand Development..., Relationship Management, Social Media Marketing, Strategic Consulting, Non-profit Board..., Spanish, New Business Development, Branding & Identity, Digital Strategy, Project Management, Market Research and..., Social Media Strategy, Strategy, Asset Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Marketing, Management and Organizations
Dartmouth College 2005 — 2009
A.B., Cum Laude, Latin American Studies, Media and Communications
New York University 2011 — 2012
M.A., Latin American Studies - Consumer Culture
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2007
Business Bridge Program
Choate Rosemary Hall 2003 — 2005
High School
J.P. Morgan December 2012 - Present
Sumitomo Mitsui Banking Corporation, Capital Markets September 2008 - September 2012
Sumitomo Mitsui Banking Corporation, Capital Markets September 1998 - September 2008
JPMorgan September 1996 - September 1998
TASC 1987 - 1996
Skills
VBA, Credit Derivatives, Interest Rate..., Capital Markets, Structured Products, UNIX utilities, Statistics, Monte Carlo Simulation, Digital Signal..., Greek, Microsoft Excel, C/C++, SQL, MATLAB, GNU Octave, Excel, Sybase, Unix, Smalltalk, Risk Analysis/Managemnet, Fixed Income..., Python, C, Fixed Income, Derivatives, Risk Management, FX Options, Financial Risk, Trading Systems
Education
Case Western Reserve University 1986 — 1987
Master's degree, Systems Engineering
Case Western Reserve University 1982 — 1986
BS, Systems Engineering
Mercom April 2014 - Present
Grand Strand Credit Corp April 2013 - April 2014
J.P. Morgan 2008 - 2011
United States Air Force July 1998 - June 2008
Skills
Financial Analysis, Credit Cards, Project Management, Sales Growth, Focal Point, Budgets, Human Resources, Conflict Resolution, Escalation Process, Relationship Management, Implementation Planning, Facilitators, Military Personnel, Coordination Skills, Planning & Execution of..., Positive Can-do Attitude, Financial Transactions, Training Leadership, Credit Card Fraud, Credit Card Transaction..., Supply Management, Administrative Work, Organization, Business Decision Making, Team-oriented, Process Improvement, Risk Management, Sales, Government, Program Management, Strategic Planning, Customer Service, Management, Portfolio Management, Credit, Facilitation
Education
Horry-Georgetown Technical College
Business Administration and Management, General
Business Administration - Central Texas College
Central Texas College
Business
La Reine High School
Trunk Club January 2015 - Present
Robert Half Finance & Accounting May 2012 - January 2015
Sears Holdings Corporation February 2011 - November 2011
Chicago Housing Authority August 2009 - February 2011
J.P. Morgan May 2009 - August 2009
Skills
Financial Analysis, Data Analysis, Strategic Planning, Time Management, Team Building, Finance, Business Analysis, Statistical Modeling, Accounting, Analysis, Customer Service, Microsoft Office, Financial Reporting, Leadership, Recruiting
Education
Chicago State University
Bachelor of Science (B.S.), Finance
J.P. Morgan 2007 - Present
Morgan Stanley 2004 - 2007
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2000 — 2003
Doctor of Law (J.D.)
J.P. Morgan November 2013 - Present
Credit-Suisse October 2012 - November 2013
Morgan Stanley June 2012 - September 2012
Perella Weinberg Partners June 2011 - August 2011
Blue Heron Capital September 2010 - March 2011
UBS June 2010 - August 2010
Douglas Development September 2009 - January 2010
SAC Capital June 2009 - August 2009
Skills
Financial Modeling, Economics, Bloomberg, Financial Analysis, Leadership, Investment Banking, Market Research, Valuation, Analysis, Research, Investments, Emerging Markets, Management, Finance, Private Equity, Bloomberg Terminal, Corporate Finance, Fixed Income, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Due Diligence, LBO
Education
The George Washington University 2008 — 2012
Bachelors of Business Administration, Finance, Economics, Summa Cum Laude
The George Washington University - School of Business 2008 — 2012
Bachelor of Business Administration, Finance, Economics, Summa Cum Laude
Cass Business School 2011 — 2011
Finance, Economics
YOF 2004 — 2008
Diploma, Economics
UBS Financial Svc Inc February 2015 - Present
J.P. Morgan February 2000 - February 2015
MICHIGAN NATIONAL CORPORATION January 1996 - January 2000
CHEMICAL BANK and TRUST COMPANY January 1990 - January 1996
THOMSON McKINNON SECURITIES, INC January 1987 - January 1990
Education
Central Michigan University
Master, Business Administration; financial analysis and portfolio management
Western Michigan University
Bachelor, Business Administration
J.P. Morgan September 2014 - Present
JPMorgan Chase September 2013 - August 2014
Northwestern Mutual January 2013 - May 2013
Central College August 2012 - May 2013
Central College Study Abroad January 2012 - May 2012
Skills
Analytics, Creative Problem Solving, Communication, Organization, Leadership, Thinking Outside The Box, Teamwork, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word
Education
St. Mary’s University, Twickenham 2013 — 2014
Post Graduate Certificate, Global Business
Central College 2010 — 2013
Bachelor of Arts (BA), Actuarial Science
Simpson College 2009 — 2010
Mathematics
J.P. Morgan 1973 - 2003
Education
DePaul University 1980 — 1985
Accounting and Computer Science
City Colleges of Chicago-Wilbur Wright College 1973 — 1979
Associate of Science (A.S.), Computer Science
J.P. Morgan August 2012 - Present
American Cancer Society 2012 - 2012
Shadowbox Live 2012 - 2012
Best Buy 2011 - 2012
Ryder Transportation July 2010 - October 2011
US Census Bureau 2010 - 2010
Morehead State University August 2007 - May 2009
HUD 2009 - 2009
Skills
Transportation, Operations Management, Logistics, Team Building, Customer Service, Process Improvement, Strategic Planning, Inventory Management, Management, Customer Satisfaction, Supply Chain Management, Coaching, Account Management, Shipping, Sales
Education
Morehead State University 2007 — 2009
M.P.A., Public Administration and Public Policy
Centre College 2003 — 2007
B.A., Diversity Studies
EY September 2014 - Present
J.P. Morgan June 2012 - August 2014
Bain & Company June 2010 - August 2010
PricewaterhouseCoopers January 2008 - March 2008
Skills
Investments, Investment Banking, Private Equity, Financial Accounting, Financial Modeling, Credit Risk, Valuation, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Master, Accounting, Cum Laude
Cornell University 2009 — 2011
MPA, Finance and Fiscal Policy
China Foreign Affairs University 2005 — 2009
Bachelor, International Economics, magna cum laude
Clinton Book Shop June 2003 - Present
Hewitt Associates May 1989 - May 2003
J.P. Morgan June 1987 - April 1989
Skills
Strategic Leadership, Independent Thinker, Program Management, Blogging, Books, Business Planning, Coaching, Copy Editing, Copywriting, Creative Writing, Customer Service, Editing, Entrepreneurship, Fiction, Free Thinking, History, Leadership Development, New Business Development, Public Speaking, Published Author, Publishing, Retail, Small Business, Social Media, Social Networking, Start-ups, Strategic Planning, Team Building
Education
Centenary College 1988 — 1991
B.A., Individualized Studies
J.P. Morgan April 2015 - Present
Goldman Sachs November 2010 - March 2015
William Blair and Company September 2005 - November 2010
Credit Agricole - Alternative Investment Products Group (now Amundi Asset Management) March 2005 - September 2005
Archipelago Holdings, Inc (now NYSE Group, Inc.) September 2001 - March 2005
Skills
Investments, Equities, Capital Markets, Financial Services, Securities Regulation, Asset Managment, Investment Advisory, Securities, Hedge Funds, Series 24, Series 63, Due Diligence, Fixed Income, Mutual Funds, Derivatives, Risk Management, Wealth Management
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2007 — 2011
Doctor of Law (JD)
IIT Stuart School of Business 2010 — 2013
Master of Business Administration (M.B.A.)
Roosevelt University 2002 — 2006
Bachelor of Arts (B.A.)
Walmart April 2015 - Present
Kroger March 2011 - Present
The Salvation Army North Western division February 2010 - May 2010
J.P. Morgan April 2008 - August 2009
Mulholland brothers February 2006 - May 2007
Education
City College of San Francisco 2007 — 2008
associates, acconting
Fresno City College 1992 — 1994
associate, drafting and business
J.P. Morgan March 2011 - Present
J.P. Morgan 2014 - 2015
JPMorgan Chase Bank July 2007 - March 2011
J.P.Morgan Chase December 2003 - June 2007
Shell Oil Products Company June 2002 - December 2003
Lubricants, Shell Oil Products Company January 2000 - June 2002
Pennzoil Quaker State Company January 1998 - January 2000
Quaker State January 1995 - January 1998
Slick 50 January 1991 - January 1995
Beck/Arnley Worldparts Corporation 1983 - 1991
Skills
Process Improvement, Change Management, Project Management, Product Management, CRM, Integration, Management, SAP, Strategic Planning, Business Process, Budgets, Training, Credit, Sales, Continuous Improvement, Accounts Receivable, Sales Operations, Business Analysis, Mergers, Banking, Analysis, Risk Management, Customer Service, Financial Analysis, Call Centers, Forecasting, Leadership, Customer Satisfaction, Pricing, Team Building, Portfolio Management, Mergers & Acquisitions, Software Documentation, Business Process..., Human Resources, Operations Management, Strategy, Financial Risk, Financial Services, Treasury Management, Cash Management, Relationship Management, Finance, Credit Analysis, Payments, Electronic Payments, Executive Management, Commercial Banking, Credit Cards
Education
Trevecca Nazarene College 1988 — 1990
BS, Management of Human Resources
Castleton State College 1976 — 1979
Attended, Secondary Education, Math
J.P. Morgan November 2009 - Present
Bank of America December 2007 - July 2009
Bank of America August 2006 - December 2007
Bank of America January 2002 - August 2006
Bank of America January 2000 - December 2001
Bank of America January 1998 - December 1999
Bank of America January 1997 - December 1997
Bank of America June 1994 - December 1996
Skills
Credit, Portfolio Management, Mergers, Loans, Strategy, Financial Structuring, Financial Institutions, Business Development, Underwriting, Banking, Latin America, Commercial Banking, Accounting, Securitization, Credit Risk, Capital Markets, Analysis, Treasury Management, Commercial Lending, Due Diligence, Finance, Financial Analysis, Financial Risk, Mergers, Payments, Syndications, Trade Finance
Education
University of Miami - School of Business 2001 — 2002
Masters, Management
Christian Brothers University 1990 — 1994
Bachelor, Economics and Finance
West Michigan Symphony January 2006 - Present
Bailey Christian Church June 1998 - February 2006
J.P. Morgan April 1992 - June 1998
Skills
Orchestral Music, Public Speaking, Teaching, Music, Curriculum Development, Curriculum Design, Fundraising, Non-profits, Social Media, Community Outreach, Music Education, Research, Public Relations, Classical, Higher Education, Nonprofits, Grant Writing, Event Planning, Program Development, Interviews, Arts Administration, Classroom, Volunteer Management, Event Management, Grants, Microsoft Office, Recruiting, History
Education
Central Michigan University 1982 — 1986
B.S.B.A., Finance, General
Central Michigan University, Mt. Pleasant Michigan
Jordan Edmiston Group July 2014 - Present
Massachusetts Technology Leadership Council 2007 - Present
Rutberg & Company 2007 - June 2014
SVB Financial Group 2004 - 2007
Jefferies & Company 2002 - 2003
Robertson Stephens 1998 - 2002
J.P. Morgan 1995 - 1998
J.P. Morgan 1994 - 1994
United States Senate 1993 - 1993
The White House 1992 - 1993
Skills
Strategic Planning, Mergers & Acquisitions, Investment Banking, Start-ups, Private Equity, Valuation, Portfolio Management, Management, Mergers, Investments, Due Diligence, Corporate Development, Entrepreneurship, Strategy
Education
Harvard University
MPP, Finance, Economics and Business/Government
Georgetown University - The McDonough School of Business
BS, Business
Choate Rosemary Hall
J.P. Morgan December 2014 - Present
J.P. Morgan April 2013 - December 2014
Chase May 2012 - April 2013
Cedarville University Student Managed Investment Fund January 2012 - May 2012
Cedarville University October 2011 - April 2012
Cedarville University August 2011 - April 2012
Sam's Club May 2011 - August 2011
Sidewinds (an IBC company) August 2010 - December 2010
Towlift Inc. June 2010 - August 2010
Skills
Financial Analysis, Customer Service, Outside and Inside Sales, Treasury Services, Microsoft Excel, Cash Management, Mutual Funds, Marketing Strategy, Social Networking, Strategic Planning, Accounting, Team Building, Team Leadership, CRM, Leadership, Management, Public Speaking, Sales, Project Management, Leadership Development, Business Planning, Social Media, Teamwork, Finance, Fundraising, Microsoft Office
Education
Cedarville University 2008 — 2012
BA, Business Finance
... March 2007 - Present
LaSalle Bank 2002 - 2007
The Chicago Corporation 1997 - 2002
Lamborn Securities 1994 - 1996
J.P. Morgan 1992 - 1994
Quantum Financial Services 1990 - 1992
Laurain & Company 1989 - 1990
Thomson McKinnon 1987 - 1989
Staley Commodities 1985 - 1987
Merrill Lynch Capital Markets 1980 - 1985
Skills
Chartered Financial..., Investment Management, Portfolio Management, Investment Strategies, Alternative Investments, Fixed Income, Derivatives, Wealth Management..., Investments, Hedge Funds, Commodity, Financial Markets, Bonds, Private Equity, Trading, Asset Allocation, Equities, Wealth Management, Investment Advisory, Asset Management, Securities, Capital Markets, Mutual Funds, Series 7, Series 63, Investment Banking, Hedging, Asset Managment, Equity Research
Education
Weatherhead School of Management at Case Western Reserve University 1976 — 1977
MSM, Finance
Case Western Reserve University 1973 — 1977
BA, Mathematics/Statistics
Grand River Academy 1971 — 1973
J.P. Morgan November 2014 - Present
Education
Villanova University 2008 — 2012
B.S., Accounting & Marketing Majors, Business Law Minor
City University London 2010 — 2010
Cass Business School
JP Morgan Chase January 2015 - Present
J.P. Morgan May 2012 - Present
Northern Trust Global Investments December 2009 - January 2011
Northern Trust December 2009 - January 2011
Microland September 2008 - October 2008
Skills
Customer Relations, New Business Development, Derivatives, Finance, Financial Services, Hedge Funds, Investments, Management, Portfolio Management, Customer Service, Business Development, Analysis
Education
University of Bradford 2006 — 2009
Bachelor of Applied Science (BASc), Accounting and Business/Management
Christ College - Bangalore 2004 — 2006
PUC, Accounting and Finance
Cedarville University TechStop August 2014 - Present
J.P. Morgan June 2015 - August 2015
Camp Luz May 2014 - August 2014
D+S Distribution, Inc. May 2013 - August 2013
D+S Distribution, Inc. May 2012 - August 2012
D+S Distribution, Inc. May 2011 - August 2011
Skills
Swift, C#, Xcode, Visual Studio, Microsoft SQL Server, HTML, Visio, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Time Management, Team Leadership, Customer Service, Windows
Education
Cedarville University 2012 — 2016
Bachelor of Arts (B.A.), Information Technology Management
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - July 2013
J.P. Morgan July 2008 - August 2008
GAM July 2007 - July 2007
Skills
Investment Advisory, Bloomberg, Investments, Portfolio Management, Asset Management, Banking, Asset Allocation, Credit, Financial Modeling, Commercial Real Estate, Argus Modeling, DCF Valuation, Corporate Finance, Due Diligence, Finance, Private Equity, Valuation, Financial Analysis
Education
Cass Business School 2009 — 2010
Master of Science (MSc), Investment Management
University of Nottingham - Nottingham University Business School 2006 — 2009
Business Management
EY June 2015 - Present
J.P. Morgan June 2014 - Present
J.P. Morgan July 2012 - Present
JP Morgan August 2010 - July 2012
JPMorgan November 2007 - August 2010
J.P. Morgan June 2006 - November 2007
HSBC October 2004 - June 2006
Fimat International Banque SA (UK Branch) - Societe General Group September 2001 - September 2004
HSBC Bank Plc February 2001 - August 2001
Societe Generale September 1999 - October 2000
Skills
Fixed Income, Derivatives, Credit Risk, FX, Credit, Valuation, Business Strategy, Operational Risk, Financial Modeling, Change Management, Funding, Strategic Planning, FX Options, Equity Derivatives, Finance, Portfolio Management, Investment Banking, Commodity, Equities, Middle Office, Bloomberg
Education
Pace University - Lubin School of Business 2014 — 2015
Master's degree, Finance
Cass Business School 2001 — 2003
MSc, Investment Management
Institut Supérieur de Gestion 1999 — 2001
Bac+5, Finance & Management
Lycee Francais Montaigne 1986 — 1995
J.P. Morgan June 2015 - Present
Morgan Stanley June 2014 - June 2015
Merrill Lynch June 2013 - August 2013
Goldman Sachs July 2012 - December 2012
IBM July 2011 - January 2012
Skills
Microsoft Excel, Finance, Bloomberg Terminal, Management, Investments, Financial Analysis, Financial Planning, Financial Modeling, Microsoft Office, Private Equity, Customer Service, Wealth Management, Leadership, Accounting, Equities
Education
Northeastern University 2010 — 2014
Bachelor of Science (B.S.), Finance
Choate Rosemary Hall 2008 — 2009
J.P. Morgan June 2015 - Present
J.P. Morgan June 2013 - May 2015
Index Fund Advisors, Inc. October 2010 - December 2012
Chapman University September 2010 - November 2010
Skills
German, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Communication, Spanish, Financial Analysis, Forensic Accounting, Risk Analyst, Commercial Banking, Wealth Management, Economics, Financial Advisory
Education
Chapman University 2009 — 2013
Bachelor of Science (BS), Business Economics
Lynbrook High School 2005 — 2009
J.P. Morgan December 2011 - February 2013
LyondellBasell 2004 - 2011
Basell 1998 - 2004
Montell USA (formerly Himont) 1992 - 1998
Himont USA (Hercules JV) 1987 - 1992
Skills
Hyperion Intelligence..., SAP, Microsoft Office, Hyperion Enterprise, Forecasting, Financial Reporting, Accounting
Education
Chestnut Hill College
B.S., Accounting
J.P. Morgan September 2014 - Present
Freddie Mac December 2011 - September 2014
North Carolina State University July 2007 - December 2011
National Center for Theoretical Science January 2006 - January 2007
Skills
C\C++, Matlab, VBA, Python, Java, Derivatives, Market Risk, Algorithms, Quantitative Analytics, Financial Modeling, Valuation, Optimization, Numerical Analysis, Monte Carlo Simulation, R, C
Education
North Carolina State University 2007 — 2011
PhD, Operations Research-Mathematics
Chung Yuan Christian University
BA, Mathematics
National Tsing Hua University
MA, Applied Mathematics
J.P. Morgan March 2012 - Present
J.P. Morgan October 2011 - March 2012
J.P. Morgan March 2011 - October 2011
JPMorgan Chase November 1999 - March 2011
Skills
Banking, Business Analysis, Business Development, Credit, Customer Experience, Customer Oriented, Customer Satisfaction, Customer Service, Customer Support, Finance, Financial Analysis, Financial Services, Leadership, Microsoft Excel, Operational Risk..., Payments, PowerPoint, Process Improvement, Quality Assurance, Risk Management
Education
Cazenovia College 1989 — 1991
AAS, Interior/Architectural Design
Bay Shore High School 1985 — 1988
Associate of Arts and Sciences (A.A.S.), Interior Architecutural Design
J.P. Morgan August 2013 - Present
The Environmental Financial Consulting Group June 2012 - August 2012
Goldman Sachs June 2008 - March 2011
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Harvard College 2004 — 2008
BA, Psychology
Choate Rosemary Hall 2000 — 2004
Freedom Mortgage June 2015 - Present
Wells Fargo June 2014 - June 2015
J.P. Morgan June 2010 - June 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Credit, Finance, Financial Analysis, Funding, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Investment Properties, Real Estate
Education
Central Texas College 1996 — 2000
General Studies
Central Texas College
Associate's degree, General Studies
The Centennial Group June 2015 - Present
ADP January 2014 - June 2015
Bank of America June 2009 - January 2014
J.P. Morgan December 2008 - June 2009
Skills
Critical Thinking, Banking, Leadership, Customer Service, Training, Microsoft Word, Teamwork, Business Analysis, Sales, Healthcare, Microsoft Excel, Public Speaking, Time Management, Teaching, Event Planning, PowerPoint
Education
California State University - Dominguez Hills 2014 — 2016
Bachelor's, Health Science - Health Care Management
Citrus College 2012 — 2014
Associate of Science (A.S.), Business Administration and Management, General
Arden Asset Management September 2014 - Present
J.P. Morgan February 2013 - September 2014
Aon Risk Solutions July 2011 - February 2013
New York City Office of Management and Budget June 2010 - August 2010
Education
Colgate University 2007 — 2011
B.A., Mathematical Economics & Philosophy
Cass Business School 2010 — 2010
Study Abroad Program, Economics
J.P. Morgan August 2015 - Present
J.P. Morgan September 2013 - April 2015
Enterprise Rent-A-Car 2011 - 2012
Skills
Customer Satisfaction, Management, Cold Calling, Public Speaking, PowerPoint, Social Networking, Marketing, Customer Service, Sales, Time Management, Leadership, Microsoft Office, Social Media, Microsoft Excel, Photoshop, Retail
Education
Florida International University 2006 — 2012
in progress, Psychology, B
Chipola College 2004 — 2006
High School Dual Enrollment, Psychology, B
Berkshire Hathaway HomeServices 2015 - Present
Bentley's Coffee February 2014 - Present
J.P. Morgan November 2014 - May 2015
Wells Fargo January 2013 - February 2014
Dutch Bros. Coffee November 2010 - February 2012
Cuppa Joe June 2007 - November 2010
Skills
Management, Marketing, Microsoft Office, Sales, Negotiation, Microsoft Excel, Real Estate, Public Speaking, Social Media, Contract Negotiation, New Business Development, Customer Service
Education
Western Oregon University 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Multi/Interdisciplinary Studies
Chemeketa Community College 2007 — 2009
Norman Webb Real Estate Courses
Real Estate
Hudson Guild July 2015 - Present
Nike October 2014 - April 2015
MHP Real Estate Services May 2014 - August 2014
Cayuga Community College September 2013 - April 2014
Toys"R"Us, Inc. August 2011 - August 2012
J.P. Morgan August 2011 - January 2012
Lucky Brand August 2009 - August 2010
Children's Aid Society April 2008 - August 2008
New York City Department of Consumer Affairs April 2007 - August 2007
Education
Cayuga County Community College 2012 — 2015
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Police Science
Year Up Inc. 2011 — 2012
Trade Certificate, Quality Assurance
J.P. Morgan June 2013 - Present
Contemporary Art Museum St. Louis June 2014 - Present
Saks Fifth Avenue November 2013 - December 2013
Northern Trust January 2012 - August 2012
Nordstrom August 2011 - December 2011
Nova Capital Partners May 2011 - July 2011
UBS Wealth Management May 2010 - July 2010
Education
Washington University in St. Louis 2009 — 2013
BSBA, Finance, International Business
Cass Business School 2012 — 2012
International Finance / Business
Investment Banking Institute 2011 — 2011
Investment Banking Institute Financial Modeling and Valuation Training Program
Venture For America June 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Education
University of Florida 2010 — 2013
Bachelor's Degree, Finance
Univerzita Karlova v Praze
Study Abroad
J.P. Morgan 2015 - Present
Wells Fargo 2014 - 2015
Barnes & Noble October 2008 - 2014
Nordstrom November 2012 - August 2013
Skills
Sales, Sales Management, Economics, International Economics, Customer Service, Retail, Merchandising, Time Management, Social Media, Microsoft Word, Retail Sales, Inventory Management, Social Networking, Event Planning
Education
Chaffey College 2012 — 2015
Economics
Fullerton College
J.P. Morgan May 2015 - Present
J.P. Morgan April 2014 - May 2015
J.P. Morgan January 2014 - April 2014
J.P. Morgan June 2013 - December 2013
J.P. Morgan July 2012 - May 2013
Deutsche Bank June 2011 - August 2011
Skills
Bloomberg Terminal, VBA, Microsoft Excel, SQL, Prime Brokerage, Banking, Leadership, Equities, Investment Banking
Education
Columbia University in the City of New York 2012 — 2016
Bachelor's degree, Economics, Philosophy
Cass Business School 2014 — 2014
Study Abroad, Finance
Berney Associates, LLC September 2015 - Present
Greg Associates, LLC December 2008 - Present
SWaN Investors, LLC February 2005 - November 2008
High Delta Learning, LLC July 1999 - January 2005
EY December 1995 - January 1998
J.P. Morgan November 1982 - November 1995
Skills
Management Consulting, Strategy, Product Management, Analysis, Investments, Business Planning, Start-ups, Financial Modeling, Operations Management, Contract Negotiation, Strategic Planning, Executive Management, Entrepreneurship, Strategy Development, Strategic Analysis, Systems Analysis, Systems Management, Financial Systems, Contract Review, Project Delivery, Product Development, Social Media Marketing, Angel Investing, Private Equity, Marketing, Marketing Strategy, Market Research, Qualitative Research, Internet Research, Software Development, Project Management, Project Planning, Software Design, Finance, Management, Professional Services, Business Process..., Business Process Design, Budgets, Valuation, Venture Financing, Business Development, Competitive Analysis, Business Strategy, Business Analysis, Cross-functional Team...
Education
Harvard University 1978 — 1982
Bachelor’s Degree, Social Studies
Choate Rosemary Hall 1976 — 1978
ARC Document Solutions July 2015 - Present
Bukaty Companies Financial Services September 2014 - July 2015
J.P. Morgan July 2013 - September 2014
LexisNexis March 2013 - July 2013
Yodle July 2012 - March 2013
Cerner Corporation February 2012 - June 2012
J.P. Morgan July 2010 - January 2012
Skills
Microsoft Office, Customer Service, Sales, Email Marketing, Social Networking, PowerPoint, Advertising, SEO, Public Speaking, Marketing, Marketing Strategy, Online Advertising, PPC, SEM, Product Marketing, Online Marketing, Digital Marketing, Direct Marketing, Market Research, CRM
Education
Cedarville University 2006 — 2010
Bachelors, Marketing
Capital One 2014 - Present
J.P. Morgan 2013 - 2014
Dillards 2011 - 2013
Skills
Customer Service, Negotiation, Call Centers, Employee Training, Financial Analysis, Account Management, Team Leadership, Strategy, Loss Prevention, Microsoft Office, Windows, Outlook, Microsoft Excel, Microsoft Word
Education
Cedar Valley College
Business Administration - Degree in Progress - Expected graduation 2016
Accenture February 2015 - Present
Deloitte June 2014 - January 2015
US Foods December 2013 - May 2014
J.P. Morgan February 2013 - December 2013
TUI International Travel September 2012 - December 2012
Wynn Casino & Resorts July 2012 - August 2012
VCM Network October 2007 - November 2011
Samsung BCS-MarketSource October 2008 - November 2009
Skills
SDLC, Vendor Management, Business Analysis, Project Management, Requirements Analysis, Program Management, Process Improvement, Management, PMO, Resource Management, Visio, Software Project..., CRM, Oracle, MS Project, SharePoint, Requirements Gathering, Integration, Cloud Computing, Business Intelligence, Change Management, Microsoft Project, Leadership, Software Development
Education
Chicago State University
M&T Bank 2013 - Present
J.P. Morgan August 2009 - April 2013
Bank of New York January 2002 - May 2007
Skills
Credit, Commercial Banking, Loans, Small Business Lending, Banking, Commercial Lending, Portfolio Management, Relationship Management, Credit Risk, Consumer Lending
Education
Centenary College 2002 — 2004
bacholars, business admin
CCM
ACSIA Partners March 2012 - Present
CFD Investments March 2011 - Present
Wells Fargo Advisors October 2007 - April 2011
J.P. Morgan March 1986 - September 2007
Skills
Simplifying the Complex, Caring to enought to..., Insurance, Retirement, Retirement Planning
Education
Wayne State University 1981 — 1986
Master of Business Administration (M.B.A.), Finance, General
Central Michigan University 1975 — 1981
Bachelor of Science (B.S.), Finance, General
Bank of America May 2013 - Present
J.P. Morgan May 2012 - May 2013
Wells Fargo October 2011 - February 2012
Oregon State Investment Group January 2011 - June 2011
Oregon State Investment Group September 2009 - September 2010
Allianz Global Investors June 2010 - August 2010
Boeing Commercial Airplanes June 2009 - September 2009
Oregon State Investment Group April 2008 - September 2009
Oregon State University February 2008 - June 2009
US Bank February 2007 - October 2007
Skills
Financial Analysis, Portfolio Management, Investments, Analysis, Valuation, Team Leadership, Financial Services, Finance, Management, Budgets, Banking, Accounting, Fixed Income, Financial Modeling, Leadership
Education
Oregon State University 2007 — 2010
Business, Finance
Chemeketa Community College 2007 — 2007
Kibble & Prentice July 2014 - Present
J.P. Morgan January 2011 - May 2014
First National Fleet and Lease June 2010 - January 2011
Education
Central Washington University 2007 — 2010
Bachelors in Administrative Management, Minor in IT
J.P. Morgan April 2014 - Present
PURE Group of Insurance Companies June 2012 - April 2014
RBC Wealth Management January 2011 - May 2011
Millie's June 2010 - September 2010
Skills
Economics, Analysis, Market Research, Databases, PowerPoint, Microsoft Excel, Microsoft Office, Equities, Investments, Strategic Planning
Education
Trinity College-Hartford 2008 — 2012
BA, Economics
Choate Rosemary Hall 2007 — 2008
Post Graduate
Thayer Academy 2003 — 2007
J.P. Morgan April 2013 - Present
Progressive Automotive Systems November 2008 - April 2013
FHLBC June 2006 - November 2008
Ibbotson Associates December 2005 - June 2006
Verety LLC (SEI) December 2004 - December 2005
SEI Information Technology May 1992 - December 2004
Wallace Computer Services 1987 - 1992
CDI Systems January 1984 - April 1987
City Colleges of Chicago January 1981 - January 1984
American Medical Association September 1979 - January 1981
Skills
Requirements Analysis, SDLC, Software Project..., Agile Methodologies, Integration, SQL, Enterprise Architecture, Business Intelligence, C#, Application Architecture, JavaScript, C++, ASP.NET, SaaS, Web Applications, Ext JS, MongoDB, Visio, Business Analysis, Quality Assurance, SOA, Web Services, Unix, Scrum, SharePoint, Product Management, Microsoft SQL Server, Software Development, XML, Software Documentation, .NET, Process Improvement, Vendor Management, Business Process..., Requirements Gathering, Project Management, Architecture, Access, IT Strategy, System Architecture, Data Warehousing, Enterprise Software, Agile Project Management, IT Management, Management, Databases, Visual Basic, Database Design, Solution Architecture, Testing
Education
Northeastern Illinois University 1984 — 1985
City Colleges of Chicago-Richard J Daley College 1980 — 1983
Control Data Institute 1979 — 1979
University of Illinois at Chicago 1978 — 1979
Willis September 2014 - Present
J.P. Morgan March 2014 - June 2014
Chase September 2012 - February 2014
Northwestern Mutual October 2010 - July 2012
Education
Central Michigan University 2006 — 2010
Bachelor of Science in Business Administration, Personal Financial Planning
Clarkston High School 2002 — 2006
J.P. Morgan July 2012 - Present
U.S. Department of Veterans Affairs May 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Research, English, Time Management, Outlook, Windows, Accounting, Access
Education
Chestnut Hill College 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Salesianum High School 2004 — 2007
Freelance Contractor June 2011 - Present
New York City Department of Health and Mental Hygiene November 2012 - February 2013
KPMG Advisory January 2011 - June 2011
ExecuSearch Group January 2011 - May 2011
J.P. Morgan July 2007 - July 2010
JPMorgan Chase July 2007 - July 2010
JPMorgan Chase 2000 - 2010
New York Staffing October 2006 - July 2007
Law firms and Columbia University September 2005 - October 2006
Law firms and Columbia University September 2005 - October 2006
Skills
Calendars, Word, Outlook, Scheduling, PowerPoint, Excel, Onboarding, Coordination, Administrative Support, Office Management, Administration, Microsoft Office, Event Planning, Accounting, Lotus Notes, Research, Time Management, Customer Relations, Problem Solving, Databases, Writing, Spreadsheets, Editing, Confidentiality, Telephone Skills, Client Services, Expenses, Typing, Office Administration, Internet Explorer, Documentation, Microsoft Office 2007, Visio, Office Equipment, Internet Research, General Office Duties, Conferences, Microsoft Excel, Administrative..., Microsoft Word, Process Scheduler
Education
Farmingdale State University of New York 1972 — 1974
AAS, Advertising Art & Design, 3.0
SUNY 1972 — 1974
AAS, Advertising Art & Design
City College of San Francisco
AAS, Medical Information Systems
InComm Financial Services May 2015 - Present
J.P. Morgan November 2007 - May 2015
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2003 — 2006
Doctor of Law (JD)
University of Michigan 2000 — 2002
Master of Public Health (MPH), Health Services Administration
University of Michigan 1996 — 2000
Bachelor of Science (B.S.), Economics
J.P. Morgan November 2010 - Present
JP Morgan July 2004 - October 2010
JPMorganChase October 2002 - July 2004
The Chase Manhattan Bank November 1998 - September 2002
Chase Manhattan Bank: Consumer March 1994 - October 1998
Upsala College East Orange, NJ September 1990 - May 1993
Drexel University September 1986 - June 1987
Skills
High Performance Teams, Staff Retention, Program Evaluation, Large Scale Change..., Opinion Polling, Organizational..., Change Management, Balanced Scorecard, Management, Employee Engagement, Talent Management, Succession Planning, Performance Management, Human Resources, Recruiting, Personnel Management, Organizational Design, Organizational..., Workforce Planning, Leadership Development, Onboarding, Culture Change, Career Development, Workshop Facilitation, Employee Relations, Executive Coaching
Education
University of South Florida 1982 — 1986
PhD
Central Michigan University 1978 — 1981
BS
J.P. Morgan December 2008 - Present
Commonwealth Bank April 2006 - November 2008
CommSec November 2003 - April 2006
Skills
Team Leadership, Software Project..., Project Management, Business Analysis, Business Requirements, SDLC, Stakeholder Management, Agile Methodologies, PRINCE2, Leadership, Agile Project Management, Project Delivery, Project Governance, Requirements Analysis, Requirements Gathering, Functional..., Waterfall, ITIL, IT Strategy, Process Improvement, Banking, Investment Banking, Financial Services, Equity Swaps, Equity Derivatives, Equity Capital Markets, Middle Office, Systems Analysis, Trading Systems, MS Project, Visio, SharePoint, SQL, Databases, Service Delivery, Business Process, Analysis, Scrum, Gap Analysis, Team Mentoring, Professional Mentoring, Software Documentation
Education
Charles Sturt University 2000 — 2003
Bachelor, Information Technology
J.P. Morgan July 2013 - Present
Skills
CFA Level II Candidate, Series 79, Series 63, Investments, Corporate Finance, Investment Banking, Financial Modeling, Asset Management, Valuation, Financial Analysis, Due Diligence, Capital Markets, Leveraged Finance
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA, Finance (Investment and Corporate Finance)
China Europe International Business School (CEIBS) 2012 — 2013
International Exchange Program
The University of Chicago 2006 — 2006
Financial Accounting and Corporate Finance Courses
Vanderbilt University 2001 — 2005
BA, Economics, History
J.P. Morgan June 2004 - May 2015
Skills
Banking, Risk Management
Education
Central Michigan University 1999 — 2003
Bachelor of Science (BSc), Business Administration/Organizational Management, Cum Laude Honors
J.P. Morgan 2009 - Present
Tax & Financial Group 2007 - 2009
Education
Central Washington University 2005 — 2007
J.P. Morgan March 2015 - Present
J.P. Morgan June 2013 - February 2015
JP Morgan March 2010 - May 2013
Lubin Graduate Society May 2009 - December 2009
Joseph Gunnar & Co. July 2009 - October 2009
Lubin School of Business, Pace University September 2007 - May 2009
Lubin Graduate Society, Pace University May 2008 - April 2009
WallStreetI.com, LLC May 2008 - July 2008
Education
Pace University 2007 — 2009
MBA, Finance and Management
Pace University - Lubin School of Business 2007 — 2009
MBA, Investment Management and Strategic Management
Chernivci National 'Juriy Fedkovyc' University 2001 — 2002
Master's Degree
Chernivci National 'Juriy Fedkovyc' University 1997 — 2001
Bachelor's Degree, Economics
RAPP January 2014 - Present
RAPP April 2013 - January 2014
J.P. Morgan April 2012 - March 2013
AllianceBernstein April 2009 - February 2012
AllianceBernstein July 2007 - April 2009
AllianceBernstein February 2003 - July 2007
AllianceBernstein January 2001 - March 2002
AllianceBernstein June 1998 - January 2001
Skills
Hedge Funds, Analytics, Equities, Fixed Income, Bloomberg, Alternative Investments, Portfolio Management, Asset Managment, Financial Modeling, Capital Markets, Derivatives, Investments, Big Data, VBA, Portfolio Optimization, SQL, Quantitative Analytics, Asset Management, Valuation
Education
New York University 2008 — 2012
MA, Economics
International Wine Center 2010 — 2010
Advanced Certificate, Wine & Spirits
Case Western Reserve University 1994 — 1998
BS, Management Science
J.P. Morgan August 2014 - Present
J.P. Morgan Asset Management January 2013 - July 2014
Kota Global securities August 2011 - February 2012
Shoestopper April 2009 - November 2011
Arnima designs August 2009 - July 2010
Bharat Petroleum Corporation Limited January 2009 - August 2009
Gomti devi education trust January 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Bloomberg, Financial Analysis, Derivatives, Equities, Capital Markets, Business Analysis, Microsoft Excel, Fixed Income, Access, Business Strategy, Corporate Finance, Valuation, Private Equity, Equity Research, Bloomberg Terminal, Investments, Finance, Portfolio Management, Asset Management, VBA, Business Planning, Securities, Financial Markets, Data Analysis, Banking, Risk Management, Emerging Markets, Analysis, Equity Derivatives, Mergers, Economics, Due Diligence, Mutual Funds, Trading, Strategic Financial..., Hedge Funds, Alternative Investments
Education
FRANK G. ZARB SCHOOL OF BUSINESS - HOFSTRA UNIVERSITY 2010 — 2012
Master of Business Administration, Finance
Investment Banking Institute 2011 — 2011
investment banking
Champlain College 2006 — 2009
B.S, Software engineering
RGP June 2015 - Present
Toronto Dominion Bank - TDS US Securities July 2011 - March 2015
J.P. Morgan 2008 - July 2011
Bear Stearns 2005 - 2008
Deutsche Bank 1999 - 2004
Banker Trust September 1998 - June 1999
Citibank, N.A. 1985 - 1996
Skills
PMO, Fixed Income, SDLC Governance, Program Governance, Business Analysis, Budgeting, Business Continuity..., Process Improvement, Clarity, PMO Portfolio Reporting, CMMI, Data Analysis, Event Planning, Forecasting, Governance, Microsoft Office, Microsoft Excel, Microsoft Word, PMP, Capital Markets, private wealth sector, Project Management, Series 99, Operations Management, PowerPoint, Project Planning, HP Quality Center, Customer Service, Training, User Acceptance Testing, Vendor Management, Volunteer Management, Trading Systems, Risk Management, Equities, Derivatives, Real Estate, Investment Banking, Process Control
Education
Cedar Crest College
Bachelor's Degree, Environmental Science
FINRA
Series 99 Certified
Project Management Institute
PMP Certified
The George Washington University
Tuxis-Ohr's May 2003 - Present
J.P. Morgan 2000 - 2003
Black and Decker 1999 - 2000
Skills
Managing small company, Commodities trading and..., Customer Service, Account Management, Marketing Strategy, Marketing Communications, Contract Negotiation, Negotiation
Education
University of Maryland College Park 1995 — 1999
Bachelor of Science (B.S.), Marketing and International Business
Choate Rosemary Hall
J.P. Morgan January 2004 - Present
Skills
Data Architecture, Metadata Management, Data Management, Metadata Toolset Design..., Data Warehousing, Derivatives, Risk Management, Requirements Analysis, Reference Data, ETL, Credit Risk, Software Project...
Education
Case Western Reserve University
MBA, Finance and Accounting
Livingston International April 2015 - Present
Livingston International April 2012 - April 2015
JPMorgan February 2011 - April 2012
J.P. Morgan May 2008 - February 2011
Semperian October 2001 - May 2008
Skills
Process Improvement, Vendor Management, Risk Management
Education
Central Michigan University 2004 — 2006
Bachelor of Science, Community Development/Public Administration
B. Riley & Co., LLC January 2011 - Present
Heflin & Co., Llc April 2007 - December 2010
Imperial Capital April 2003 - December 2006
J.P. Morgan January 2000 - January 2003
Schroders January 1995 - January 2000
Kidder Peabody January 1990 - January 1995
Bernstein Investment Research and Management January 1985 - January 1990
Citibank 1983 - 1985
Andersen Consulting 1982 - 1983
Skills
Equities, Series 63, Series 7, Capital Markets, Strategic Planning, Trading, Investments, Equity Trading, Mergers & Acquisitions, Hedge Funds, Corporate Finance, New Business Development, Private Placements, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1982
MBA, Statistics/Quant Analysis
University at Albany, SUNY 1977 — 1980
BBA, Management Science
Case Western Reserve University 1976 — 1977
Business
J.P. Morgan 2009 - Present
AT&T December 2003 - November 2008
Cingular February 2000 - December 2003
TCI May 1997 - January 2000
Doctor's Hospital of Hyde Park January 1994 - May 1997
Skills
Process Scheduler, PowerPoint, Windows Vista, Call Center, Customer Service, Leadership, Team Building, Public Speaking, Fundraising, Customer Satisfaction, Management, Microsoft Office, Customer Retention, Time Management, Sales, Call Centers, Project Management, Human Resources, Event Planning, Microsoft Excel, Advertising, Outlook, Quality Assurance, Training, Account Management, Team Leadership
Education
Chicago State University 1997 — 1998
Music Performance
Lincoln University (MO) 1981 — 1990
Music Education/Computer Science
Roosevelt University 1987 — 1987
Computer Science
J.P. Morgan September 2015 - Present
Chase Investments October 2012 - Present
Classic Travel 1994 - Present
JPMorgan Chase May 2011 - October 2012
Education
Cedarville University 1983 — 1984
Morgan Stanley May 2014 - Present
HSBC July 2011 - July 2013
CL Scientific, LLC (USA) / Kesta, Ltd (Taiwan) May 2009 - June 2010
J.P. Morgan October 2009 - February 2010
Skills
Risk Management, Venture Capital, Investments, Modeling, Business Strategy, Entrepreneurship, Bloomberg, Financial Modeling, Management
Education
Case Western Reserve University 2004 — 2009
BSE, Electrical Engineering Computer Science
Case Western Reserve University 2004 — 2009
BSE, Biomedical Engineering
J.P. Morgan January 2015 - Present
J.P. Morgan August 2013 - January 2015
JPMorgan Chase May 2011 - August 2013
Iconik Enterprises LLC 2010 - 2010
Skills
Bloomberg, Financial Modeling, Risk Management, SAS, Credit Risk, Quantitative Analysis, SQL, Visual Basic
Education
New York University 2009 — 2011
Master, economics
Central University of Finance and Economics 2005 — 2009
BA, Mathematical Finance and Economics
Blue Star Diamonds July 2011 - Present
Ipreo January 2009 - March 2011
J.P. Morgan June 2008 - September 2008
Kotak Mahindra Bank July 2006 - August 2006
Skills
Diamonds, Investments, Fine Jewelry, Jewelry, Gemology, Wholesale, Risk Management, Commodities, Gems, Luxury, Luxury Goods, Commodity, Business Strategy, Entrepreneurship, Retail, Sales
Education
Gemological Institute of America
Graduate Diamonds
2005 — 2008
BSc, Investment Financial Risk Management
2006 — 2006
BA, Business Administration Exchange Program
J.P. Morgan September 2012 - Present
Northern Trust April 2012 - September 2012
Northern Trust 2007 - April 2012
Northern Trust 2003 - 2007
Northern Trust 1999 - 2003
Northern Trust 1985 - 1999
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1990 — 1993
University of Notre Dame 1981 — 1985
Saint Joseph's High School 1977 — 1981
Schneider National December 2012 - Present
J.P. Morgan April 1993 - June 2011
United States Air Force September 1972 - January 1993
Skills
Business Analysis, Risk Management, Process Improvement, Project Management, Analysis, Logistics, Change Management, Vendor Management, Operations Management, Business Process..., Access, Six Sigma, Asset Management, Leadership, Quality Assurance, Banking, Sales
Education
University of Phoenix 2001 — 2005
Bachelor of Science (B.S.), Information Technology
Central Texas College 1978 — 1980
Associate's degree, Industrial Electronics Technology/Technician
Fordham University 1969 — 1972
Astronomy
Eastern District High School 1967 — 1969
Purser Labs October 2015 - Present
NowMoveMe June 2015 - Present
Emerging Markets Services November 2010 - June 2015
Amzak Capital January 2010 - December 2010
Sun Capital Partners June 2006 - January 2009
J.P. Morgan June 2004 - August 2006
Morgan Stanley June 2003 - August 2003
Skills
Private Equity, Valuation, Investment Banking, Financial Modeling, Equities, Venture Capital, Investments, Capital Markets, Due Diligence, Hedge Funds, Mergers, Corporate Finance, Portfolio Management, Financial Analysis, Alternative Investments, LBO, Asset Managment, Corporate Development, Entrepreneurship, Business Strategy, Equity Valuation, Management Consulting, High Yield, Investor Relations, Credit Analysis, Project Finance, Start-ups, Financial Markets, Business Valuation, Trading, Private Placements, Investment Management, Restructuring, M, Bloomberg, Equity Research, Special Situations, Emerging Markets, Commodity, Securities, Fixed Income, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Bachelor of Science (B.S.), Economics
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Communication
Choate Rosemary Hall 1997 — 2000
J.P. Morgan September 2013 - Present
Standard Chartered Bank October 2008 - July 2013
Skills
Banking, Commercial Banking, Financial Risk, Risk Management, Trade Finance, Relationship Management, Cash Management, Supply Chain Financing, Letters of Credit
Education
Central Connecticut State University
A Large Financial Institution September 2013 - Present
J.P. Morgan July 2012 - September 2013
Hofstra University September 2008 - May 2012
National Securities Corporations, LLC April 2011 - September 2011
University Event Management Offices June 2009 - May 2011
Woodstock Financial Group, Inc. February 2011 - April 2011
Heart and Soul March 2010 - September 2010
Skills
Microsoft Office, Excel, Word, PowerPoint, Photoshop, ADP Payroll, DSP, SQL, Oracle SQL, C++, CSS, C#, Accounting, Financial Management, Project Finance, Securities
Education
Hofstra University 2009 — 2012
Bachelor, Finance
Monroe College-New Rochelle 2008 — 2009
Bachelor, Finance
Cheonggang Academy
B.A, Finance
J.P. Morgan December 2014 - Present
J.P. Morgan February 2013 - December 2014
Towers Watson October 2010 - January 2013
Watson Wyatt June 2005 - October 2010
Mercer July 2000 - October 2004
Xafinity November 1998 - July 2000
Goldman Sachs June 1997 - September 1997
Skills
Derivatives, Investments, Pension Funds, Investment Strategies, Portfolio Management, Defined Benefit, Asset Management, Pensions, Asset Allocation, Defined Contribution, ALM, Fixed Income, Trading, Actuarial Science, Alternative Investments, Investment Management, Retirement, Institutional..., Life Insurance, Equities, Financial Modeling, Hedge Funds
Education
University of Oxford 2004 — 2005
Master’s Degree, Financial Mathematics
Cass Business School 1995 — 1998
Bachelor’s Degree, Actuarial Science
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - Present
The Orange Value Fund, LLC August 2012 - May 2014
J.P. Morgan June 2012 - August 2012
Thomson Reuters May 2011 - August 2011
Lenox Advisors July 2010 - August 2010
Skills
Investment Banking, Equities, Equity Capital Markets, Microsoft Excel, Microsoft Office, PowerPoint, Bloomberg, Fixed Income, Investments, Portfolio Management, Analysis
Education
Syracuse University 2009 — 2014
Bachelor's Degree, Finance/Public Relations
Choate Rosemary Hall 2005 — 2009
Morgan Stanley June 2014 - Present
J.P. Morgan May 2013 - June 2014
JPMorgan Chase January 2012 - May 2013
John Carris Investments October 2011 - November 2011
Laidlaw & Company January 2011 - October 2011
Walgreens June 2009 - August 2009
New Britain Parks and Recreation May 2007 - August 2008
Skills
Series 7, Series 63, Licensed Life Insurance..., Microsoft Office, Investments, Securities, Equities, Portfolio Management, Banking, Uniform Combined State..., Financial Advisory, Retirement Planning, Finance, CFA Canidate Level 1, Trading, Financial Markets, Financial Analysis, Equity Trading, Fixed Income, Trading Systems, Hedge Funds, Asset Management, Alternative Investments, Bonds, Investment Management, Financial Modeling, Access, Private Banking, Options
Education
Central Connecticut State University 2006 — 2010
BS, Management
MetroPCS April 2012 - Present
MetroPCS July 2006 - April 2012
Verizon Wireless September 1992 - July 2007
J.P. Morgan June 1991 - August 1992
Skills
Variance Analysis, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Forecasting, Telecommunications, Accounting, Auditing, Financial Modeling, Budgets, Process Improvement, Cross-functional Team..., Managerial Finance, Finance, General Ledger
Education
Chapman University, The George L. Argyros School of Business and Economics 1996 — 1998
MBA, Accounting, 4.0
University of Southern Mississippi 1986 — 1991
BS, Accounting, 4.0
J.P. Morgan April 2015 - Present
Wells Fargo Bank February 2008 - February 2015
Old Republic Title Company August 2003 - February 2008
RE/MAX July 1999 - August 2003
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Lines Of Credit, Loans, Credit, Treasury Management, Loan Origination, Mortgage Banking, Cash Management, Banking, Commercial Mortgages, Credit Analysis, Underwriting, Asset Based Lending, Private Banking, Financial Analysis, Consumer Lending, Wealth Management, Investments, Mortgage Lending, SBA, Business Development, Retail Banking, Team Leadership, Sales Presentations, Business Process..., Training & Development, Public Speaking, Personal Development, Corporate Finance, Customer Relations
Education
Cal State East Bay 2001 — 2004
Bachelor of Business Administration (BBA), Accounting and Business/Management
Chabot College 1999 — 2001
Associate's degree
Joy The App January 2015 - Present
Stack Exchange August 2014 - October 2014
The Flatiron School March 2014 - August 2014
Skidmore Owings & Merrill LLP (SOM) August 2013 - March 2014
Thayer School of Engineering at Dartmouth 2012 - 2012
Animoto September 2011 - December 2011
Dartmouth Geisel School of Medicine Genetics Department January 2011 - June 2011
J.P. Morgan June 2009 - August 2009
The Reading Team June 2008 - August 2008
Skills
Ruby, Ruby on Rails, Web Development, Git, PostgreSQL, D3, JavaScript, Photoshop, InDesign, Web Design, HTML5, CSS, ArcGIS, Sinatra, jQuery, AJAX, Bootstrap, HTML, RSpec, Agile Web Development, Github, Heroku, SQL, Quantum GIS, Matlab, Revit, Product Design, Solidworks, SketchUp, Microsoft Excel, PowerPoint
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.)
Harvard Graduate School of Design – Career Discovery program 2012 — 2012
Chulalongkorn University 2012 — 2012
Beijing Normal University 2010 — 2010
The Spence School 2001 — 2009
J.P. Morgan January 1989 - October 1998
Booz & Company May 1978 - April 1986
Education
Columbia University 1970 — 1972
M.L.S, Library Science
Chestnut Hill College 1964 — 1968
B.A., Psychology
Summit Financial Resources, Inc. October 2008 - Present
Office Productivity Services January 2000 - Present
Champion Workflow Systems October 2007 - October 2009
Windor Workspaces April 1997 - August 2002
ADP April 1991 - August 1997
J.P. Morgan January 1978 - July 1987
Skills
Space Planning, Organization, Paperless Office, Small Business, File Structuring, Personnel Selection, Customer Service, Laser Scanning, Keyword Research, Sustainability, Public Speaking, Coaching, Marketing Strategy, Events, Newsletters, Office Management, Problem Solving, Theatre, Writing, Web Design, Space planning, Start-ups, Paperless, Fundraising, Public Relations
Education
City College of San Francisco
County College of Morris
J.P. Morgan June 2010 - Present
Amalgamated Bank of Chicago November 2006 - June 2010
Education
Central Michigan University 2005 — 2006
MBA, Finance
Michigan Technological University 2000 — 2004
BS, Mathematics
J.P. Morgan June 2015 - August 2015
Belzack Creatives October 2013 - May 2014
Belzack Creatives October 2012 - September 2013
Moneycontrol.com May 2011 - August 2012
Skills
Editing, Journalism, Research, Social Media, Copywriting, Public Speaking, Equities, Accounting, Financial Analysis, Financial Markets, Business Strategy, Project Management, Account Management, Sales Presentations, Cross-functional Team..., Team Building, Management, Facebook
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Strategy
Narsee Monjee College of Commerce and Economics 2008 — 2011
Bachelor of Management Studies, Finance
Christ College - Bangalore 2006 — 2008
Chinmaya International Residential School 2000 — 2006
Cantor Fitzgerald December 2011 - Present
Dominick & Dominick LLC February 2012 - June 2013
Longbow Research January 2008 - June 2011
Margolin & Associates November 2006 - December 2007
KeyBanc Capital Markets June 2004 - October 2006
KeyBanc Capital Markets June 2002 - May 2004
J.P. Morgan September 2000 - September 2001
Skills
Equities, Series 7, Equity Research, Capital Markets, Series 63, Series 24, Series 87, Bloomberg, Equity Valuation, Securities, FINRA, Investment Banking, Investments
Education
Case Western Reserve University
M.A, English Literature
Case Western Reserve University 1994 — 1999
B.A, English Literature
J.P. Morgan March 2008 - July 2012
JPMorgan Chase March 2008 - July 2012
Bear Stearns &CO June 1998 - March 2008
Bear Stearns &CO June 1998 - March 2008
HSBC March 1994 - June 1998
HSBC March 1994 - June 1998
Skills
Bloomberg, Derivatives, Mutual Funds, Swaps, Back Office, Securities, Hedge Funds, Fixed Income, Equities, Transaction Processing, Corporate Actions
Education
Cheyney University of Pennsylvania 1981 — 1985
Bachelor of Science (BS), Accounting
Cheyney University
BS, Accounting
J.P. Morgan August 2014 - Present
Pioneer Parking Inc March 2014 - August 2014
Standard Parking October 2012 - February 2014
Standard Bank & Trust Co. May 2012 - November 2012
TCF Bank December 2010 - February 2012
jewel-osco June 2009 - November 2010
Skills
Banking, Credit, Loans, Customer Service, Retail Banking, Commercial Banking, Customer Satisfaction, Mortgage Lending, Microsoft Office, Underwriting, Outlook, Relationship Management, Microsoft Excel, Teamwork, Microsoft Word, Time Management, Data Entry, Financial Analysis, Deposits
Education
City Colleges of Chicago-Harry S Truman College 2014 — 2015
Radiologic Technology/Science - Radiographer
Acton Family Network October 2013 - Present
Stay at Home Mom September 2012 - Present
Bank of America Merrill Lynch January 2010 - September 2012
Bank of America September 2007 - January 2010
Bank of America April 2006 - September 2007
Pioneer Investments January 2006 - May 2006
J.P. Morgan April 2004 - January 2006
Weston Financial April 2000 - April 2004
Skills
AML, Series 7, Series 24, Operational Risk, Risk Management, ACAMS, Microsoft Word, Microsoft Excel, Compliance, OFAC, Securities, Banking, Financial Services, Operational Risk..., Financial Risk, Anti Money Laundering
Education
University of New Hampshire 1994 — 1996
Bachelor's degree, Political Science and Government
Champlain College 1992 — 1994
Associate's degree, Business Administration and Management, General
Bank of America November 2012 - January 2013
JPMorgan Chase 2009 - 2012
Verizon March 2008 - February 2009
Citi January 2008 - February 2009
J.P. Morgan January 2000 - July 2006
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Fast Data, Mantas, Fluent in Spanish
Education
Wilbur Wright College, Chgo, Il 1971 — 1973
Associate of Arts and Sciences (AAS), Commercial and Advertising Art
청강아카데미학원 1971 — 1973
Associate of Arts and Sciences (A.A.S.), Commercial and Advertising Art
Ultimate Software October 2013 - Present
J.P. Morgan November 2011 - October 2013
J.P. Morgan May 2010 - November 2011
Skills
Salesforce.com, Solution Selling, Cold Calling, Selling, Sales Process, Enterprise Software, Account Management, Professional Services, Lead Generation, Direct Sales, Sales, Business Intelligence, Sales Operations, Retail Banking, Team-oriented, Mathematics
Education
Chandler/Gilbert Community College 2010 — 2013
Associate's degree, Business Management
Desert Vista
J.P. Morgan September 2014 - January 2015
US Army January 2011 - June 2014
Education
Chandler/Gilbert Community College 2015 — 2019
Business Administration and Management, General
Time Warner Cable March 2012 - Present
Confidential Investigative Services Pvt. Ltd. November 2005 - January 2012
J.P. Morgan November 2001 - September 2004
Skills
Investigation, Typing, Research, Surveillance, Communications
Education
Central State University 1994 — 2000
Bachelor of Arts (B.A.), English Pre-law
J.P. Morgan
Skills
Accounting, Analysis, Business Analysis, Finance, Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Management, Banking, Corporate Finance, Financial Planning, Financial Services
Education
University of Phoenix 2010 — 2011
Bachelor of Science (B.S.), Business management
Central Texas College 1981 — 1983
Associates Degree, Business Administration and Management, General
Lincoln High school 1977 — 1981
Diploma