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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22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Employee
Years
Job
Industry
Austin Clem Austin Clem's J.P. Morgan Experience April 2015 - Present
Job Medical Logistics Specialist at United States Army Reserves
Industry Logistics and Supply Chain
Experience
J.P. Morgan April 2015 - Present
United States Army Reserves January 2011 - Present
Rita's Italian Ice September 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Time Management, Leadership, Outlook, Team Leadership, Logistics, Customer Satisfaction, Problem Solving, Transportation, Supply Chain Management, Continuous Improvement, Negotiation, Analysis, Social Media, Event Planning, Inventory Control, Supply Chain, Social Networking, Operations Management
Education
Collin County Community College 2013 — 2017
Texas basics, Supply chain management
J.P. Morgan April 2015 - Present
United States Army Reserves January 2011 - Present
Rita's Italian Ice September 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Time Management, Leadership, Outlook, Team Leadership, Logistics, Customer Satisfaction, Problem Solving, Transportation, Supply Chain Management, Continuous Improvement, Negotiation, Analysis, Social Media, Event Planning, Inventory Control, Supply Chain, Social Networking, Operations Management
Education
Collin County Community College 2013 — 2017
Texas basics, Supply chain management
Leslie F. Seidman's J.P. Morgan Experience 1987 - 1996
Job Executive Director, Center of Excellence in Financial Reporting at Pace University Lubin School of Business
Industry Accounting
Experience
Pace University Lubin School of Business December 2013 - Present
Financial Industry Regulatory Authority April 2014 - Present
Moody's Corporation December 2013 - Present
Financial Accounting Standards Board December 2010 - June 2013
Financial Accounting Standards Board July 2003 - October 2010
Leslie F. Seidman Consulting 1999 - 2003
J.P. Morgan 1987 - 1996
EY 1984 - 1987
Education
New York University - Leonard N. Stern School of Business 1984 — 1985
MS, Accounting
Colgate University 1980 — 1984
BA, English
Pace University Lubin School of Business December 2013 - Present
Financial Industry Regulatory Authority April 2014 - Present
Moody's Corporation December 2013 - Present
Financial Accounting Standards Board December 2010 - June 2013
Financial Accounting Standards Board July 2003 - October 2010
Leslie F. Seidman Consulting 1999 - 2003
J.P. Morgan 1987 - 1996
EY 1984 - 1987
Education
New York University - Leonard N. Stern School of Business 1984 — 1985
MS, Accounting
Colgate University 1980 — 1984
BA, English
Stephen Pierron's J.P. Morgan Experience August 2012 - October 2014
Job Analyst III
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
J.P. Morgan August 2012 - October 2014
J.P. Morgan June 2012 - August 2012
JPMorgan Chase & Co. September 2008 - May 2012
Skills
Investments, Investment Banking, Financial Analysis, Securities, Private Equity, Financial Services, Microsoft Office, Cash Management, Spanish, Financial Risk, Portfolio Management, Risk Management, Foreign Exchange, Mutual Funds, Data Analysis, Global Custody, Commercial Banking, Conflict Resolution, Capital Assets, Hedge Fund Services, Mentoring, Communication
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Global Business
Collin County Community College 2008 — 2010
N/A, N/A
Goldman Sachs October 2014 - Present
J.P. Morgan August 2012 - October 2014
J.P. Morgan June 2012 - August 2012
JPMorgan Chase & Co. September 2008 - May 2012
Skills
Investments, Investment Banking, Financial Analysis, Securities, Private Equity, Financial Services, Microsoft Office, Cash Management, Spanish, Financial Risk, Portfolio Management, Risk Management, Foreign Exchange, Mutual Funds, Data Analysis, Global Custody, Commercial Banking, Conflict Resolution, Capital Assets, Hedge Fund Services, Mentoring, Communication
Education
The University of Texas at Dallas 2010 — 2012
Bachelor of Science (B.S.), Global Business
Collin County Community College 2008 — 2010
N/A, N/A
Jason Nofzinger Jason Nofzinger's J.P. Morgan Experience January 2010 - April 2010
Job Accounting Professional
Industry Accounting
Experience
Community Tax Relief, LLC March 2011 - Present
J.P. Morgan January 2010 - April 2010
Wolf & Company, LLC March 2008 - April 2009
Skills
Tax, Tax Returns
Education
Northern Illinois University 2003 — 2007
B.S., Economics
College of DuPage
Accounting
Community Tax Relief, LLC March 2011 - Present
J.P. Morgan January 2010 - April 2010
Wolf & Company, LLC March 2008 - April 2009
Skills
Tax, Tax Returns
Education
Northern Illinois University 2003 — 2007
B.S., Economics
College of DuPage
Accounting
Leslie Kurata Leslie Kurata's J.P. Morgan Experience April 2010 - June 2012
Job Manager, Franchise Recruiting and Engagement at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
J.P. Morgan April 2010 - June 2012
J.P. Morgan April 2009 - April 2010
J.P. Morgan January 2008 - April 2009
Skills
Financial Services, Project Management, Retirement, Series 7, Asset Managment, Mutual Funds, Business Analysis, Series 63, Banking, Series 65, Series 6, Finance, Financial Advisory, Leadership, Training, Retirement Planning, Wealth Management
Education
Colorado State University 1998 — 2002
BS, Graphic Design
Colorado State University-Pueblo
Ameriprise Financial Services, Inc. July 2012 - Present
J.P. Morgan April 2010 - June 2012
J.P. Morgan April 2009 - April 2010
J.P. Morgan January 2008 - April 2009
Skills
Financial Services, Project Management, Retirement, Series 7, Asset Managment, Mutual Funds, Business Analysis, Series 63, Banking, Series 65, Series 6, Finance, Financial Advisory, Leadership, Training, Retirement Planning, Wealth Management
Education
Colorado State University 1998 — 2002
BS, Graphic Design
Colorado State University-Pueblo
Erin Anthony Erin Anthony's J.P. Morgan Experience September 2014 - April 2015
Job Vice President Account Management
Industry Financial Services
Experience
Markit April 2015 - Present
J.P. Morgan September 2014 - April 2015
J.P. Morgan August 2012 - September 2014
Skills
Statistics, Microsoft Office, Economics, Microsoft Excel, Microsoft Word, PowerPoint, Research, Customer Service, Project Management, Public Speaking, Professional..., SAS programming, Python, Report Writing, Access, Adobe InDesign, Securities Lending, Collateral Management, Global Trade Management, Corporate Actions, Cash Management, Account Reconciliation
Education
Colorado School of Mines 2008 — 2012
B.S. Economics, Economics
Markit April 2015 - Present
J.P. Morgan September 2014 - April 2015
J.P. Morgan August 2012 - September 2014
Skills
Statistics, Microsoft Office, Economics, Microsoft Excel, Microsoft Word, PowerPoint, Research, Customer Service, Project Management, Public Speaking, Professional..., SAS programming, Python, Report Writing, Access, Adobe InDesign, Securities Lending, Collateral Management, Global Trade Management, Corporate Actions, Cash Management, Account Reconciliation
Education
Colorado School of Mines 2008 — 2012
B.S. Economics, Economics
Yiwen Fan's J.P. Morgan Experience August 2012 - Present
Job Middle Office Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase August 2013 - Present
J.P. Morgan August 2012 - Present
J.P. Morgan June 2012 - August 2012
Lou Insurance and Finance Company November 2007 - December 2011
Kidsbiz Children's Clothing January 2006 - October 2007
DURA GLOBAL SOURCING August 2002 - July 2003
Skills
Recruiting, Payroll, Insurance, Management, Human Resources, Customer Service, Event Management, Microsoft Excel, Data Entry, Leadership, QuickBooks, Chinese, Microsoft Word, Training, Spreadsheets, Analysis
Education
The University of Texas at Dallas 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Dallas - School of Management 2011 — 2013
Bachlor, Accounting, 3.9
Collins College 2009 — 2011
Associate, Science, 3.96
East China University Of Science And Technology 1996 — 1999
Associate in Science, Industrial Foreign Trade, NA
JPMorgan Chase August 2013 - Present
J.P. Morgan August 2012 - Present
J.P. Morgan June 2012 - August 2012
Lou Insurance and Finance Company November 2007 - December 2011
Kidsbiz Children's Clothing January 2006 - October 2007
DURA GLOBAL SOURCING August 2002 - July 2003
Skills
Recruiting, Payroll, Insurance, Management, Human Resources, Customer Service, Event Management, Microsoft Excel, Data Entry, Leadership, QuickBooks, Chinese, Microsoft Word, Training, Spreadsheets, Analysis
Education
The University of Texas at Dallas 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Dallas - School of Management 2011 — 2013
Bachlor, Accounting, 3.9
Collins College 2009 — 2011
Associate, Science, 3.96
East China University Of Science And Technology 1996 — 1999
Associate in Science, Industrial Foreign Trade, NA
Grant Glenn, CFA's J.P. Morgan Experience September 2011 - March 2014
Job LPL Financial
Industry Financial Services
Experience
Sleeping Giant Financial Services November 2014 - Present
Red Rocks Capital, LLC March 2014 - October 2014
J.P. Morgan September 2011 - March 2014
TIAA-CREF November 2010 - September 2011
OppenheimerFunds October 2008 - November 2010
American Income Life May 2008 - September 2008
Colorado State University September 2007 - April 2008
Skills
Equities, Customer Service, Analysis, Strategic Planning, Asset Management, Financial Modeling, Valuation, Finance, Microsoft Office, Microsoft Excel, Economics, Fixed Income, PowerPoint, Strategy, 401k, Investment Strategies
Education
CFA Institute
Colorado State University
B.S. Finance, Investment Analysis Focus
Sleeping Giant Financial Services November 2014 - Present
Red Rocks Capital, LLC March 2014 - October 2014
J.P. Morgan September 2011 - March 2014
TIAA-CREF November 2010 - September 2011
OppenheimerFunds October 2008 - November 2010
American Income Life May 2008 - September 2008
Colorado State University September 2007 - April 2008
Skills
Equities, Customer Service, Analysis, Strategic Planning, Asset Management, Financial Modeling, Valuation, Finance, Microsoft Office, Microsoft Excel, Economics, Fixed Income, PowerPoint, Strategy, 401k, Investment Strategies
Education
CFA Institute
Colorado State University
B.S. Finance, Investment Analysis Focus
Andrea Kelble's J.P. Morgan Experience May 2015 - Present
Job Summer Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Reeves Lavallee PC 2015 - May 2015
Skills
Research, English, Windows, Time Management, Team Leadership, Leadership, Data Analysis, Teaching, Spanish, Editing, Social Networking
Education
College of the Holy Cross 2012 — 2016
Bachelor's Degree, Economics & Psychology
University of Melbourne 2014 — 2014
Bachelor's Degree, Study Abroad Program Business/Commerce, General
J.P. Morgan May 2015 - Present
Reeves Lavallee PC 2015 - May 2015
Skills
Research, English, Windows, Time Management, Team Leadership, Leadership, Data Analysis, Teaching, Spanish, Editing, Social Networking
Education
College of the Holy Cross 2012 — 2016
Bachelor's Degree, Economics & Psychology
University of Melbourne 2014 — 2014
Bachelor's Degree, Study Abroad Program Business/Commerce, General
Haley O'Brien Haley O'Brien's J.P. Morgan Experience July 2015 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Council on Foreign Relations January 2012 - May 2012
Highbridge Capital Management July 2011 - August 2011
Tuck School of Business at Dartmouth College June 2011 - July 2011
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics, Asian Studies
The Hotchkiss School 2006 — 2009
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Council on Foreign Relations January 2012 - May 2012
Highbridge Capital Management July 2011 - August 2011
Tuck School of Business at Dartmouth College June 2011 - July 2011
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (B.A.), Economics, Asian Studies
The Hotchkiss School 2006 — 2009
Andrew Gibson Miller Andrew Gibson Miller's J.P. Morgan Experience August 2014 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Morgan Stanley May 2013 - August 2014
Eurekacap Partners January 2010 - April 2013
Eurekahedge December 2008 - December 2009
Eurekahedge July 2007 - December 2008
Skills
Alternative Investments, Emerging Markets, Series 7, Series 63, Microsoft Office, Financial Services, Spanish, Series 24, Brazilian Portuguese, Latin America, Asia, Bloomberg, Loans
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Spanish, Latin American Studies
Universidad de León 2005 — 2006
Junior Year Study Abroad, Letras
Belmont Hill School 1997 — 2003
Diploma, High School
J.P. Morgan August 2014 - Present
Morgan Stanley May 2013 - August 2014
Eurekacap Partners January 2010 - April 2013
Eurekahedge December 2008 - December 2009
Eurekahedge July 2007 - December 2008
Skills
Alternative Investments, Emerging Markets, Series 7, Series 63, Microsoft Office, Financial Services, Spanish, Series 24, Brazilian Portuguese, Latin America, Asia, Bloomberg, Loans
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Spanish, Latin American Studies
Universidad de León 2005 — 2006
Junior Year Study Abroad, Letras
Belmont Hill School 1997 — 2003
Diploma, High School
Jennifer Lynn Simon Jennifer Lynn Simon's J.P. Morgan Experience September 2012 - February 2014
Job Freelance Film Production
Industry Motion Pictures and Film
Experience
Freelance Film Production June 2014 - Present
J.P. Morgan September 2012 - February 2014
FilmCynix January 2012 - January 2014
DLE/DJP Mobile Sound Productions October 2008 - December 2013
Greater Dallas Porcelain Refinishers November 2009 - December 2012
Chili's September 2010 - August 2011
Stump Film Company: American Cliche Feature Film July 2010 - July 2010
Legacy Film Productions: A Savior Red Feature Film July 2009 - July 2009
Skills
Film, Singing, DSLR, Photography, Red Camera, Screenwriting, Production Assistance, Gaffer, Grip, Cinematography, Film Editing, Film Production, Short Films, Camera Operating, Customer Service, Digital Photography, Premiere, Editing, Camera Operation, Final Cut Pro
Education
The University of North Texas 2011 — 2014
Radio, Television, and Film, Film/Cinema/Video Studies
Collin County Community College 2009 — 2010
Associate of Arts (A.A.), General Studies
Freelance Film Production June 2014 - Present
J.P. Morgan September 2012 - February 2014
FilmCynix January 2012 - January 2014
DLE/DJP Mobile Sound Productions October 2008 - December 2013
Greater Dallas Porcelain Refinishers November 2009 - December 2012
Chili's September 2010 - August 2011
Stump Film Company: American Cliche Feature Film July 2010 - July 2010
Legacy Film Productions: A Savior Red Feature Film July 2009 - July 2009
Skills
Film, Singing, DSLR, Photography, Red Camera, Screenwriting, Production Assistance, Gaffer, Grip, Cinematography, Film Editing, Film Production, Short Films, Camera Operating, Customer Service, Digital Photography, Premiere, Editing, Camera Operation, Final Cut Pro
Education
The University of North Texas 2011 — 2014
Radio, Television, and Film, Film/Cinema/Video Studies
Collin County Community College 2009 — 2010
Associate of Arts (A.A.), General Studies
Wangchen (Steven) Wu Wangchen (Steven) Wu's J.P. Morgan Experience January 2015 - Present
Job Operations Analyst at JPMorgan Chase & Co.
Industry Accounting
Experience
J.P. Morgan January 2015 - Present
City of Dallas, City Controller's Office September 2014 - December 2014
United Way of Metropolitan Dallas January 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Access, Financial Analysis, Financial Reporting, Accounting, Financial Statements, Teamwork, Account Reconciliation, Data Reconciliation, Bank Reconciliation, Budget Reconciliation, Bill Payment, Bill Reconciliation, Skilled Multi-tasker
Education
The University of Texas at Dallas 2013 — 2015
Master's degree, Master of Science in Accounting, 3.92
College of Southern Nevada
Extension Education, Accounting
Mountain View College
Extension Education, CPA Program, Accounting
J.P. Morgan January 2015 - Present
City of Dallas, City Controller's Office September 2014 - December 2014
United Way of Metropolitan Dallas January 2014 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Access, Financial Analysis, Financial Reporting, Accounting, Financial Statements, Teamwork, Account Reconciliation, Data Reconciliation, Bank Reconciliation, Budget Reconciliation, Bill Payment, Bill Reconciliation, Skilled Multi-tasker
Education
The University of Texas at Dallas 2013 — 2015
Master's degree, Master of Science in Accounting, 3.92
College of Southern Nevada
Extension Education, Accounting
Mountain View College
Extension Education, CPA Program, Accounting
John Thielen's J.P. Morgan Experience August 2012 - October 2013
Job Individual Investor
Industry Financial Services
Experience
J.P. Morgan August 2012 - October 2013
Wells Fargo April 2011 - November 2011
Navarro Research & Engineering April 2010 - November 2010
Omni Hotels 2009 - 2010
Skills
Procurement, Contract Management, Contract Negotiation, Purchasing, Microsoft Excel, Microsoft Office, Inventory Management, Government Contracting, Customer Service, PowerPoint, Microsoft Word, Negotiation, Training
Education
Colorado State University 2006 — 2008
Bachelor of Science (BS), Restaurant and Resort Management
J.P. Morgan August 2012 - October 2013
Wells Fargo April 2011 - November 2011
Navarro Research & Engineering April 2010 - November 2010
Omni Hotels 2009 - 2010
Skills
Procurement, Contract Management, Contract Negotiation, Purchasing, Microsoft Excel, Microsoft Office, Inventory Management, Government Contracting, Customer Service, PowerPoint, Microsoft Word, Negotiation, Training
Education
Colorado State University 2006 — 2008
Bachelor of Science (BS), Restaurant and Resort Management
Kurt Chessman Kurt Chessman's J.P. Morgan Experience June 2014 - August 2014
Job Analyst at Barclays
Industry Investment Banking
Experience
Barclays July 2015 - Present
J.P. Morgan June 2014 - August 2014
Core Capital Group May 2012 - August 2012
Skills
Valuation, Investments, Investment Banking, Business Development, Research, Facebook, Economics, Marketing, Financial Analysis, Venture Capital, Financial Modeling, Mergers & Acquisitions, Private Equity, Corporate Finance, Strategic Planning, Microsoft Excel, Corporate Development, New Business Development, Public Speaking, Business Strategy, Due Diligence, Market Research, Finance
Education
Indiana University - Kelley School of Business 2012 — 2015
Bachelor of Arts (B.A.), Accounting and Finance
Colorado College 2010 — 2012
Bachelor of Arts (B.A.), Economics
The Hyde School 2008 — 2010
Barclays July 2015 - Present
J.P. Morgan June 2014 - August 2014
Core Capital Group May 2012 - August 2012
Skills
Valuation, Investments, Investment Banking, Business Development, Research, Facebook, Economics, Marketing, Financial Analysis, Venture Capital, Financial Modeling, Mergers & Acquisitions, Private Equity, Corporate Finance, Strategic Planning, Microsoft Excel, Corporate Development, New Business Development, Public Speaking, Business Strategy, Due Diligence, Market Research, Finance
Education
Indiana University - Kelley School of Business 2012 — 2015
Bachelor of Arts (B.A.), Accounting and Finance
Colorado College 2010 — 2012
Bachelor of Arts (B.A.), Economics
The Hyde School 2008 — 2010
Harris Greenstein Harris Greenstein's J.P. Morgan Experience September 2014 - Present
Job Asset Management Real Estate Mortgage Advisory, Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan September 2014 - Present
EPIX - Studio 3 Partners June 2013 - August 2013
Bookish.com June 2012 - August 2012
Chemtob, Moss, Forman & Talbert, LLP June 2011 - August 2011
Colgate University October 2010 - March 2011
Education
Colgate University 2010 — 2014
Bachelor's Degree, Economics, Film and Media Studies
J.P. Morgan September 2014 - Present
EPIX - Studio 3 Partners June 2013 - August 2013
Bookish.com June 2012 - August 2012
Chemtob, Moss, Forman & Talbert, LLP June 2011 - August 2011
Colgate University October 2010 - March 2011
Education
Colgate University 2010 — 2014
Bachelor's Degree, Economics, Film and Media Studies
Emily (Braseth) Riddle's J.P. Morgan Experience March 2012 - October 2012
Job Vice President; Senior Treasury Management Sales Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2015 - Present
Wells Fargo November 2014 - August 2015
JPMorgan Chase September 2012 - October 2014
JP Morgan March 2012 - October 2012
J.P. Morgan April 2010 - March 2012
M&T Bank August 2008 - April 2010
M&T Bank June 2005 - August 2008
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Financial Analysis, Relationship Management, Underwriting, Cash Management, Treasury Management, Financial Services, Credit
Education
Colgate University 2001 — 2005
B.A., Sociology
Wells Fargo September 2015 - Present
Wells Fargo November 2014 - August 2015
JPMorgan Chase September 2012 - October 2014
JP Morgan March 2012 - October 2012
J.P. Morgan April 2010 - March 2012
M&T Bank August 2008 - April 2010
M&T Bank June 2005 - August 2008
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Financial Analysis, Relationship Management, Underwriting, Cash Management, Treasury Management, Financial Services, Credit
Education
Colgate University 2001 — 2005
B.A., Sociology
Diana Narvaez Diana Narvaez's J.P. Morgan Experience June 2013 - April 2014
Job MBA Candidate and Roy H. Park Fellow at Cornell University S.C. Johnson Graduate School of Management
Industry Financial Services
Experience
J.P. Morgan June 2013 - April 2014
JPMorgan Chase April 2011 - June 2013
JP Morgan Chase April 2010 - April 2011
JPMorgan Chase January 2008 - April 2010
Experiential Learning Center, NIU College of Business August 2007 - December 2007
Experiential Learning Center, NIU College of Business January 2007 - May 2007
Skills
Strategy, Project Management, Leadership, Cross-functional Team..., Finance, Financial Analysis, Derivatives, Equities, Financial Services, Options, Capital Markets, Financial Reporting, Due Diligence, Accounts Payable, Consulting, Management, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Northern Illinois University 2005 — 2007
B.A.
College of DuPage 2002 — 2005
AA
J.P. Morgan June 2013 - April 2014
JPMorgan Chase April 2011 - June 2013
JP Morgan Chase April 2010 - April 2011
JPMorgan Chase January 2008 - April 2010
Experiential Learning Center, NIU College of Business August 2007 - December 2007
Experiential Learning Center, NIU College of Business January 2007 - May 2007
Skills
Strategy, Project Management, Leadership, Cross-functional Team..., Finance, Financial Analysis, Derivatives, Equities, Financial Services, Options, Capital Markets, Financial Reporting, Due Diligence, Accounts Payable, Consulting, Management, Corporate Finance
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Northern Illinois University 2005 — 2007
B.A.
College of DuPage 2002 — 2005
AA
Herman Tiemens II, MBA, CFP® Herman Tiemens II, MBA, CFP®'s J.P. Morgan Experience June 1990 - August 1990
Job Sr Financial Advisor, Sr Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2011 - Present
UBS Wealth Management November 2006 - May 2011
United Airlines October 1997 - August 2006
Eli Lilly and Company September 1992 - August 1995
IBM January 1991 - June 1991
J.P. Morgan June 1990 - August 1990
Skills
Investments, Finance, Financial Services, Strategic Planning, Marketing Communications, Insurance, Financial Analysis, Financial Modeling, Financial Goals, Relationship Management, Variable Annuities, Asset Managment
Education
College for Financial Planning 2008 — 2011
CFP®, Certified Financial Planner
London Business School 1995 — 1997
MBA, Strategy & Finance
Iowa State University - College of Business 1986 — 1990
BBA, Mgt Information Systems & Int'l Relations
Wells Fargo Advisors May 2011 - Present
UBS Wealth Management November 2006 - May 2011
United Airlines October 1997 - August 2006
Eli Lilly and Company September 1992 - August 1995
IBM January 1991 - June 1991
J.P. Morgan June 1990 - August 1990
Skills
Investments, Finance, Financial Services, Strategic Planning, Marketing Communications, Insurance, Financial Analysis, Financial Modeling, Financial Goals, Relationship Management, Variable Annuities, Asset Managment
Education
College for Financial Planning 2008 — 2011
CFP®, Certified Financial Planner
London Business School 1995 — 1997
MBA, Strategy & Finance
Iowa State University - College of Business 1986 — 1990
BBA, Mgt Information Systems & Int'l Relations
John Oberpeul John Oberpeul's J.P. Morgan Experience February 1991 - May 2007
Job
Industry Financial Services
Experience
UBS May 2007 - Present
J.P. Morgan February 1991 - May 2007
Education
Michigan State University 1976 — 1980
Bachelor's degree, Agricultural Engineering Technology
College for Financial Planning
Certified Financial Planner Designation
UBS May 2007 - Present
J.P. Morgan February 1991 - May 2007
Education
Michigan State University 1976 — 1980
Bachelor's degree, Agricultural Engineering Technology
College for Financial Planning
Certified Financial Planner Designation
Lauren Platt's J.P. Morgan Experience May 2013 - Present
Job Investment Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Luther King Capital Management 2012 - 2012
Nordstrom May 2010 - August 2010
Skills
Portfolio Management, Valuation, Investments, Bloomberg, Marketing, Time Management, Public Speaking
Education
Colorado State University 2009 — 2012
Bachelor of Science (B.S.), Business Administration, Summa Cum Laude
Semester at Sea 2011 — 2011
St. Michael's Catholic Academy 2005 — 2008
J.P. Morgan May 2013 - Present
Luther King Capital Management 2012 - 2012
Nordstrom May 2010 - August 2010
Skills
Portfolio Management, Valuation, Investments, Bloomberg, Marketing, Time Management, Public Speaking
Education
Colorado State University 2009 — 2012
Bachelor of Science (B.S.), Business Administration, Summa Cum Laude
Semester at Sea 2011 — 2011
St. Michael's Catholic Academy 2005 — 2008
Keith England's J.P. Morgan Experience June 2013 - August 2013
Job Cleared Derivatives Product Development at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2014 - Present
Colgate University September 2013 - May 2014
Colgate University September 2013 - May 2014
Colgate University April 2011 - May 2014
J.P. Morgan June 2013 - August 2013
Shelter Centre February 2013 - May 2013
Hartigan's Ice Cream Shoppe June 2009 - August 2010
Skills
Microsoft Excel, Financial Analysis, Editing, Leadership, Microsoft Office, Microsoft Word, Research, PowerPoint, Bloomberg Terminal, Writing, Teaching, Music, Teamwork
Education
Colgate University 2010 — 2014
Bachelor's Degree, International Relations and Affairs
Evanston Township High School 2006 — 2010
Diploma
JPMorgan Chase June 2014 - Present
Colgate University September 2013 - May 2014
Colgate University September 2013 - May 2014
Colgate University April 2011 - May 2014
J.P. Morgan June 2013 - August 2013
Shelter Centre February 2013 - May 2013
Hartigan's Ice Cream Shoppe June 2009 - August 2010
Skills
Microsoft Excel, Financial Analysis, Editing, Leadership, Microsoft Office, Microsoft Word, Research, PowerPoint, Bloomberg Terminal, Writing, Teaching, Music, Teamwork
Education
Colgate University 2010 — 2014
Bachelor's Degree, International Relations and Affairs
Evanston Township High School 2006 — 2010
Diploma
Curtis Scott Curtis Scott's J.P. Morgan Experience October 2014 - Present
Job JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
JPMorgan Chase December 2013 - October 2014
Lovesac June 2005 - September 2013
Skills
Retail, Sales, Merchandising, Customer Service, Inventory Management, Customer Satisfaction, Inventory Control, Customer Retention, Customer Experience, Loss Prevention, Retail Sales, Sales Operations, Sales Process, Time Management
Education
Collin County Community College
J.P. Morgan October 2014 - Present
JPMorgan Chase December 2013 - October 2014
Lovesac June 2005 - September 2013
Skills
Retail, Sales, Merchandising, Customer Service, Inventory Management, Customer Satisfaction, Inventory Control, Customer Retention, Customer Experience, Loss Prevention, Retail Sales, Sales Operations, Sales Process, Time Management
Education
Collin County Community College
Courtney Celebre Courtney Celebre's J.P. Morgan Experience July 2012 - Present
Job Private Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan July 2009 - July 2012
Education
Columbia University in the City of New York 2007 — 2009
Bachelor of Science (BS), Engineering Management Systems
College of the Holy Cross 2004 — 2007
Bachelor of Arts (BA), Mathematics
J.P. Morgan July 2012 - Present
J.P. Morgan July 2009 - July 2012
Education
Columbia University in the City of New York 2007 — 2009
Bachelor of Science (BS), Engineering Management Systems
College of the Holy Cross 2004 — 2007
Bachelor of Arts (BA), Mathematics
Brett Alison Brett Alison's J.P. Morgan Experience May 2006 - Present
Job Vice President at J.P.Morgan Securities
Industry Investment Management
Experience
J.P. Morgan May 2006 - Present
Wachovia Securities August 2000 - May 2006
VarsityBooks.com October 1999 - May 2000
VarsityPlanet.com May 1999 - August 1999
College of Charleston August 1997 - May 1998
Prudential Securities Inc. May 1997 - August 1997
Thompson and McCarthy Inc. May 1996 - August 1996
Skills
Investments, Asset Allocation, Investment Advisory, Investment Strategies, Securities, Portfolio Management, Asset Management, Series 7, Wealth Management, Retirement, 401k, Mutual Funds, Retirement Planning, Alternative Investments, ESOP Team, Business Loans, Business Liquidity, Banking, Mortgage Lending, Wealth Preservation...
Education
College of Charleston 1995 — 2000
Bachelor of Science, School of Business - Focus on Economics & Marketing
Woodward Academy 1991 — 1995
Highschool
Holy Innocents Episcopal School 1980 — 1990
J.P. Morgan May 2006 - Present
Wachovia Securities August 2000 - May 2006
VarsityBooks.com October 1999 - May 2000
VarsityPlanet.com May 1999 - August 1999
College of Charleston August 1997 - May 1998
Prudential Securities Inc. May 1997 - August 1997
Thompson and McCarthy Inc. May 1996 - August 1996
Skills
Investments, Asset Allocation, Investment Advisory, Investment Strategies, Securities, Portfolio Management, Asset Management, Series 7, Wealth Management, Retirement, 401k, Mutual Funds, Retirement Planning, Alternative Investments, ESOP Team, Business Loans, Business Liquidity, Banking, Mortgage Lending, Wealth Preservation...
Education
College of Charleston 1995 — 2000
Bachelor of Science, School of Business - Focus on Economics & Marketing
Woodward Academy 1991 — 1995
Highschool
Holy Innocents Episcopal School 1980 — 1990
Morgan Brown's J.P. Morgan Experience August 2013 - March 2015
Job Director, Real Estate at Inspirato with American Express
Industry Financial Services
Experience
Inspirato with American Express March 2015 - Present
J.P. Morgan August 2013 - March 2015
Johnson & Johnson May 2012 - August 2012
OppenheimerFunds June 2008 - February 2011
Benchmark Performance Group May 2005 - August 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investments, Corporate Finance, Due Diligence, Mutual Funds, Equities, Portfolio Management, Asset Management, Data Analysis, Competitive Analysis, Strategic Planning, Analysis, Microsoft Office, Market Research, Microsoft Excel
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA)
Colorado State University 2004 — 2008
BS, Finance, Economics
Inspirato with American Express March 2015 - Present
J.P. Morgan August 2013 - March 2015
Johnson & Johnson May 2012 - August 2012
OppenheimerFunds June 2008 - February 2011
Benchmark Performance Group May 2005 - August 2006
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investments, Corporate Finance, Due Diligence, Mutual Funds, Equities, Portfolio Management, Asset Management, Data Analysis, Competitive Analysis, Strategic Planning, Analysis, Microsoft Office, Market Research, Microsoft Excel
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA)
Colorado State University 2004 — 2008
BS, Finance, Economics
Britton Gallagher's J.P. Morgan Experience June 2006 - February 2012
Job Director of Sale & Business Development at BetterWay To Credit
Industry Financial Services
Experience
BetterWay To Credit April 2013 - Present
Repair My Credit Now February 2011 - April 2013
J.P. Morgan June 2006 - February 2012
Skills
Commercial Banking, Credit, Sales Management, Portfolio Management, Customer Service, Financial Analysis, Customer Retention, Leadership, Small Business, Selling, Insurance, Coaching, Business Development, Strategic Planning, Loans, Mortgage Banking, Finance, Sales, Team Leadership, Financial Services, Negotiation, Mortgage Lending, Budgets, Investments, New Business Development, Team Building, Management, Strategic Financial..., Business Planning, Banking
Education
Collin County Community College 2005 — 2006
Collin County Community College 2005 — 2006
BetterWay To Credit April 2013 - Present
Repair My Credit Now February 2011 - April 2013
J.P. Morgan June 2006 - February 2012
Skills
Commercial Banking, Credit, Sales Management, Portfolio Management, Customer Service, Financial Analysis, Customer Retention, Leadership, Small Business, Selling, Insurance, Coaching, Business Development, Strategic Planning, Loans, Mortgage Banking, Finance, Sales, Team Leadership, Financial Services, Negotiation, Mortgage Lending, Budgets, Investments, New Business Development, Team Building, Management, Strategic Financial..., Business Planning, Banking
Education
Collin County Community College 2005 — 2006
Collin County Community College 2005 — 2006
Ken Spindel Ken Spindel's J.P. Morgan Experience May 2006 - June 2015
Job Retired: Former Head of Mortgage Market Risk Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2006 - June 2015
ResCap February 2004 - May 2006
Bear Stearns September 1998 - February 2004
Bear Stearns September 1986 - September 1998
Skills
Risk Management, Management, Portfolio Management, Investment Banking, Financial Services, Fixed Income, Capital Markets, Financial Modeling, Equities, Derivatives
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Columbia University School of Engineering and Applied Science 1979 — 1981
Master of Science (MSc), Industrial Engineering
Colgate University 1975 — 1979
Bachelor of Arts (B.A.), Chemistry
J.P. Morgan May 2006 - June 2015
ResCap February 2004 - May 2006
Bear Stearns September 1998 - February 2004
Bear Stearns September 1986 - September 1998
Skills
Risk Management, Management, Portfolio Management, Investment Banking, Financial Services, Fixed Income, Capital Markets, Financial Modeling, Equities, Derivatives
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Columbia University School of Engineering and Applied Science 1979 — 1981
Master of Science (MSc), Industrial Engineering
Colgate University 1975 — 1979
Bachelor of Arts (B.A.), Chemistry
Andrea Schlafer Andrea Schlafer's J.P. Morgan Experience May 2008 - August 2009
Job Associate at Capehart Scatchard
Industry Law Practice
Experience
Capehart Scatchard January 2014 - Present
Goldberg, Miller & Rubin P.C. July 2013 - December 2013
Superior Court of New Jersey August 2012 - July 2013
J.P. Morgan May 2008 - August 2009
Skills
Legal Research, Legal Writing, Legal Assistance, Legal Advice, Family Law, Civil Litigation, Medical Malpractice, Litigation Support, Personal Injury..., Financial Analysis, Financial Reporting, Corporate Finance, Courts, Legal Issues, Hearings, Motions, Lexis, Mediation, Personal Injury, Product Liability, Document Review, Alternative Dispute..., Finance, Dispute Resolution, Pleadings, Westlaw
Education
Rutgers University School of Law - Camden 2009 — 2012
Doctor of Law (J.D.)
College of Charleston 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Capehart Scatchard January 2014 - Present
Goldberg, Miller & Rubin P.C. July 2013 - December 2013
Superior Court of New Jersey August 2012 - July 2013
J.P. Morgan May 2008 - August 2009
Skills
Legal Research, Legal Writing, Legal Assistance, Legal Advice, Family Law, Civil Litigation, Medical Malpractice, Litigation Support, Personal Injury..., Financial Analysis, Financial Reporting, Corporate Finance, Courts, Legal Issues, Hearings, Motions, Lexis, Mediation, Personal Injury, Product Liability, Document Review, Alternative Dispute..., Finance, Dispute Resolution, Pleadings, Westlaw
Education
Rutgers University School of Law - Camden 2009 — 2012
Doctor of Law (J.D.)
College of Charleston 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Mike Stanton, CFP®'s J.P. Morgan Experience October 2010 - June 2014
Job Managing Director at Alpine Private Capital/Alpine Investment Management LLC
Industry Investment Management
Experience
Alpine Private Capital/Alpine Investment Management LLC June 2014 - Present
J.P. Morgan October 2010 - June 2014
U.S. Trust, Bank of America Private Wealth Management September 2004 - October 2010
Fidelity Investments April 2001 - September 2004
Edward Jones July 1999 - September 2001
Morningstar May 1998 - June 1999
Skills
Wealth Management, Private Banking, Investment Management, Wealth Management..., Strategic Financial..., Private Wealth..., Certified Financial..., Family Office, Asset Management, Asset Allocation, Equities, Retirement, Portfolio Management
Education
College for Financial Planning 2007 — 2007
CFP, Financial Planning
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
Parkway South
Alpine Private Capital/Alpine Investment Management LLC June 2014 - Present
J.P. Morgan October 2010 - June 2014
U.S. Trust, Bank of America Private Wealth Management September 2004 - October 2010
Fidelity Investments April 2001 - September 2004
Edward Jones July 1999 - September 2001
Morningstar May 1998 - June 1999
Skills
Wealth Management, Private Banking, Investment Management, Wealth Management..., Strategic Financial..., Private Wealth..., Certified Financial..., Family Office, Asset Management, Asset Allocation, Equities, Retirement, Portfolio Management
Education
College for Financial Planning 2007 — 2007
CFP, Financial Planning
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance
Parkway South
Veronica Magnotta Veronica Magnotta's J.P. Morgan Experience January 1997 - January 1999
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC October 2012 - Present
Promark Financial October 2011 - October 2012
Lincoln Financial Group April 2011 - September 2011
LPL Financial November 2006 - March 2010
BNY Invesment Center-Pershing, LLC January 1999 - September 2005
J.P. Morgan January 1997 - January 1999
First Union/Evergreen Funds January 1995 - January 1997
Skills
Mutual Funds, Retirement, Fixed Annuities, Insurance, Series 7, Annuity, IRA's, Series 63, Series 65
Education
SUNY Oneonta 1990 — 1994
Bachelor of Science, Business Economics
University of Salamanca, Spain 1993 — 1993
Spanish Language and Literature
Mercy College 1994 — 1994
Certificate, Paralegal Studies
College for Financial Planning
Certified Financial Planning Studies
VALIC October 2012 - Present
Promark Financial October 2011 - October 2012
Lincoln Financial Group April 2011 - September 2011
LPL Financial November 2006 - March 2010
BNY Invesment Center-Pershing, LLC January 1999 - September 2005
J.P. Morgan January 1997 - January 1999
First Union/Evergreen Funds January 1995 - January 1997
Skills
Mutual Funds, Retirement, Fixed Annuities, Insurance, Series 7, Annuity, IRA's, Series 63, Series 65
Education
SUNY Oneonta 1990 — 1994
Bachelor of Science, Business Economics
University of Salamanca, Spain 1993 — 1993
Spanish Language and Literature
Mercy College 1994 — 1994
Certificate, Paralegal Studies
College for Financial Planning
Certified Financial Planning Studies
Donald Henry Regan Donald Henry Regan's J.P. Morgan Experience September 1974 - September 1976
Job Senior Advisor
Industry Financial Services
Experience
Risk Advisors Inc. November 2014 - Present
Barclays 2008 - February 2013
Lehman Brothers 1996 - 2008
Goldman Sachs 1976 - 1996
J.P. Morgan September 1974 - September 1976
New England Nuclear Corporation September 1972 - August 1974
Skills
Relationship Management, Derivatives, Fixed Income, Investment Advisory, Banking, Risk Management, Portfolio Management, Financial Risk, Trading, Equities, Asset Management, Hedge Funds, Alternative Investments, Dynamic Asset Allocation, Investment Advisory...
Education
College of the Holy Cross 1968 — 1972
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 1968 — 1972
Bachelor of Arts (B.A.), Fine and Studio Arts
Risk Advisors Inc. November 2014 - Present
Barclays 2008 - February 2013
Lehman Brothers 1996 - 2008
Goldman Sachs 1976 - 1996
J.P. Morgan September 1974 - September 1976
New England Nuclear Corporation September 1972 - August 1974
Skills
Relationship Management, Derivatives, Fixed Income, Investment Advisory, Banking, Risk Management, Portfolio Management, Financial Risk, Trading, Equities, Asset Management, Hedge Funds, Alternative Investments, Dynamic Asset Allocation, Investment Advisory...
Education
College of the Holy Cross 1968 — 1972
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 1968 — 1972
Bachelor of Arts (B.A.), Fine and Studio Arts
Jason Oberg Jason Oberg's J.P. Morgan Experience June 2013 - August 2013
Job Institutional Client Relationship Manager at BlackRock
Industry Investment Management
Experience
BlackRock June 2014 - Present
Tuck School of Business at Dartmouth College July 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Bernstein Global Wealth Management July 2010 - July 2012
Morgan Stanley August 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Skills
Wealth Management..., Investments, Asset Allocation, Alternative Investments, Bloomberg, Hedge Funds, Valuation, Fixed Income, Asset Management, Capital Markets, Due Diligence, Financial Analysis, Financial Modeling, Equities, Wealth Management, Portfolio Management
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Colgate University 2005 — 2009
Bachelor's Degree
Weston High School
BlackRock June 2014 - Present
Tuck School of Business at Dartmouth College July 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Bernstein Global Wealth Management July 2010 - July 2012
Morgan Stanley August 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Skills
Wealth Management..., Investments, Asset Allocation, Alternative Investments, Bloomberg, Hedge Funds, Valuation, Fixed Income, Asset Management, Capital Markets, Due Diligence, Financial Analysis, Financial Modeling, Equities, Wealth Management, Portfolio Management
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Colgate University 2005 — 2009
Bachelor's Degree
Weston High School
David Mackey's J.P. Morgan Experience 2008 - February 2013
Job Chief Financial Officer at AgNovos Healthcare
Industry Medical Devices
Experience
AgNovos Healthcare March 2013 - Present
J.P. Morgan 2008 - February 2013
Bear Stearns 2007 - 2008
Goodwin Procter LLP 2006 - 2007
Gibson, Dunn & Crutcher LLP 2002 - 2006
Education
University of Pennsylvania Law School
J.D.
Colorado State University
B.A., Journalism
Washington and Lee University
AgNovos Healthcare March 2013 - Present
J.P. Morgan 2008 - February 2013
Bear Stearns 2007 - 2008
Goodwin Procter LLP 2006 - 2007
Gibson, Dunn & Crutcher LLP 2002 - 2006
Education
University of Pennsylvania Law School
J.D.
Colorado State University
B.A., Journalism
Washington and Lee University
Eugene Nemirovsky's J.P. Morgan Experience April 2015 - Present
Job Vice President, Product Design at J.P. Morgan
Industry Internet
Experience
J.P. Morgan April 2015 - Present
OppenheimerFunds September 2011 - March 2015
Ogilvy & Mather August 2006 - May 2011
Bnei Baruch March 2004 - April 2011
AKQA May 2006 - September 2006
Kenneth Cole Productions 2005 - 2006
dbox February 2005 - July 2005
Self-Employed January 2003 - May 2005
Skills
Creative Direction, Art Direction, Visual Design, Interaction Design, User Interface Design, Responsive Web Design, Team Leadership, Team Management, Illustrator, InDesign, Photoshop, Fireworks, Adobe Creative Suite, HTML + CSS, JavaScript, Balsamiq, Eclipse, ActionScript, Web Design, Wireframes, Adobe Fireworks, User Experience, HTML, XML, Brand Development, Front-end, CSS, Usability, User Experience Design, User Interface, Concept Development, Interactive Advertising, Creative Strategy, Information Architecture, Experience Design, User-centered Design, Mobile Design, Information Design, Mac, Typography, Posters, Branding & Identity, Corporate Identity, Flash Animation, Mobile Applications, Flash, HTML 5, Website Development, Axure, Storyboarding
Education
University of California, Berkeley 1998 — 2001
B.A., Physics
College of Marin 1996 — 1998
Associate's degree, Chemistry
J.P. Morgan April 2015 - Present
OppenheimerFunds September 2011 - March 2015
Ogilvy & Mather August 2006 - May 2011
Bnei Baruch March 2004 - April 2011
AKQA May 2006 - September 2006
Kenneth Cole Productions 2005 - 2006
dbox February 2005 - July 2005
Self-Employed January 2003 - May 2005
Skills
Creative Direction, Art Direction, Visual Design, Interaction Design, User Interface Design, Responsive Web Design, Team Leadership, Team Management, Illustrator, InDesign, Photoshop, Fireworks, Adobe Creative Suite, HTML + CSS, JavaScript, Balsamiq, Eclipse, ActionScript, Web Design, Wireframes, Adobe Fireworks, User Experience, HTML, XML, Brand Development, Front-end, CSS, Usability, User Experience Design, User Interface, Concept Development, Interactive Advertising, Creative Strategy, Information Architecture, Experience Design, User-centered Design, Mobile Design, Information Design, Mac, Typography, Posters, Branding & Identity, Corporate Identity, Flash Animation, Mobile Applications, Flash, HTML 5, Website Development, Axure, Storyboarding
Education
University of California, Berkeley 1998 — 2001
B.A., Physics
College of Marin 1996 — 1998
Associate's degree, Chemistry
Russell Hampton Russell Hampton's J.P. Morgan Experience August 1984 - August 1991
Job Executive Vice President, Franchise Management and Global Consumer Productsat NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. May 2013 - Present
The Walt Disney Company May 2006 - December 2012
The Walt Disney Company April 2005 - May 2006
The Walt Disney Company April 2004 - May 2006
The Walt Disney Company November 2001 - May 2006
The Walt Disney Company December 1995 - November 2001
Mercer Management Consulting June 1993 - December 1995
J.P. Morgan August 1984 - August 1991
Skills
Digital Media, Leadership, Entertainment, Management, Consumer Products, New Media, Business Strategy, Children's Content..., Strategic Planning, Strategy, Content Strategy, Brand Management, Start-ups, Licensing, E-commerce, Publishing, Brand Licensing, Mergers & Acquisitions, Product Development, Management Consulting, Video Production, Strategic Partnerships, Digital Marketing, Start-up Consulting, Digital Distribution, Television, Business Planning, Advertising, Marketing Strategy, Social Media, Digital Strategy, Integrated Marketing
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Master of Management Degree, with concentrations in Finance and Marketing
Colgate University 1980 — 1984
Bachelor's Degree, English and Economics
NBCUniversal, Inc. May 2013 - Present
The Walt Disney Company May 2006 - December 2012
The Walt Disney Company April 2005 - May 2006
The Walt Disney Company April 2004 - May 2006
The Walt Disney Company November 2001 - May 2006
The Walt Disney Company December 1995 - November 2001
Mercer Management Consulting June 1993 - December 1995
J.P. Morgan August 1984 - August 1991
Skills
Digital Media, Leadership, Entertainment, Management, Consumer Products, New Media, Business Strategy, Children's Content..., Strategic Planning, Strategy, Content Strategy, Brand Management, Start-ups, Licensing, E-commerce, Publishing, Brand Licensing, Mergers & Acquisitions, Product Development, Management Consulting, Video Production, Strategic Partnerships, Digital Marketing, Start-up Consulting, Digital Distribution, Television, Business Planning, Advertising, Marketing Strategy, Social Media, Digital Strategy, Integrated Marketing
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Master of Management Degree, with concentrations in Finance and Marketing
Colgate University 1980 — 1984
Bachelor's Degree, English and Economics
Don Sack Don Sack's J.P. Morgan Experience 2001 - 2008
Job Real Estate Asset Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank 2008 - Present
J.P. Morgan 2001 - 2008
U.S. Bank 1993 - 2001
Skills
Managing Real Estate, Real Estate Investment..., Acquistions and Sale of..., Property, Management, Real Estate, Investment Properties
Education
University of Northern Colorado
Bachelor of Science (B.S.), Finance
Colorado State University
Accounting
U.S. Bank 2008 - Present
J.P. Morgan 2001 - 2008
U.S. Bank 1993 - 2001
Skills
Managing Real Estate, Real Estate Investment..., Acquistions and Sale of..., Property, Management, Real Estate, Investment Properties
Education
University of Northern Colorado
Bachelor of Science (B.S.), Finance
Colorado State University
Accounting
Chelsea Anderson Chelsea Anderson's J.P. Morgan Experience March 2014 - Present
Job Transaction Processing Supervisor, Alternative Investment Services
Industry Financial Services
Experience
J.P. Morgan March 2014 - Present
ALPS, A DST Company December 2011 - October 2013
Ramskeller Pub & Grub January 2008 - December 2011
Skills
Microsoft Operating..., TA2000, Customer Service, Mutual Funds, Finance, Microsoft Excel, 401k, FINRA, Financial Services, Series 6, Retirement, Alternative Investments, Account Reconciliation, Financial Analysis
Education
Colorado State University 2007 — 2011
Bachelor of Science (B.S.), Actuarial Science
J.P. Morgan March 2014 - Present
ALPS, A DST Company December 2011 - October 2013
Ramskeller Pub & Grub January 2008 - December 2011
Skills
Microsoft Operating..., TA2000, Customer Service, Mutual Funds, Finance, Microsoft Excel, 401k, FINRA, Financial Services, Series 6, Retirement, Alternative Investments, Account Reconciliation, Financial Analysis
Education
Colorado State University 2007 — 2011
Bachelor of Science (B.S.), Actuarial Science
Sam Guleff Sam Guleff's J.P. Morgan Experience April 2014 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Medin Corporation December 2012 - April 2014
Medin Corporation August 2009 - December 2012
G2 Branding and Design January 2008 - December 2008
Spectra Logic January 2002 - December 2007
Skills
Visual C#, C#, C++, Visual Studio, Solidworks, Product Development, Engineering, Sheet Metal, Testing, Visual Manufacturing, Injection Molding, Product Design, Baan, PCB design, Hadoop, Python, R, Six Sigma, Cross-functional Team..., SolidWorks
Education
Columbia University in the City of New York 2014 — 2016
Master of Science (M.S.), Data Science
Colorado School of Mines 1997 — 2001
BS, Electrical Engineering
Colorado School of Mines 1997 — 2001
BS, Mechanical Engineering
J.P. Morgan April 2014 - Present
Medin Corporation December 2012 - April 2014
Medin Corporation August 2009 - December 2012
G2 Branding and Design January 2008 - December 2008
Spectra Logic January 2002 - December 2007
Skills
Visual C#, C#, C++, Visual Studio, Solidworks, Product Development, Engineering, Sheet Metal, Testing, Visual Manufacturing, Injection Molding, Product Design, Baan, PCB design, Hadoop, Python, R, Six Sigma, Cross-functional Team..., SolidWorks
Education
Columbia University in the City of New York 2014 — 2016
Master of Science (M.S.), Data Science
Colorado School of Mines 1997 — 2001
BS, Electrical Engineering
Colorado School of Mines 1997 — 2001
BS, Mechanical Engineering
Woodward Middleton Woodward Middleton's J.P. Morgan Experience October 2005 - April 2010
Job Market Executive, Managing Director
Industry Investment Management
Experience
U.S. Trust April 2010 - Present
J.P. Morgan October 2005 - April 2010
Bank of America January 1996 - October 2005
Skills
Investments, Wealth Management, Banking, Investment Management, Portfolio Management, Asset Management, Management, Loans, Finance, Series 7, Wealth Management..., High Net Worth..., Estate Planning, Wealth, Mutual Funds, Asset Allocation, Credit, Alternative Investments, Equities, Insurance, Real Estate Financing, Personal Financial..., Due Diligence, Real Estate, Personal Finance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Securities Industry Institute, Management of Investment and Banking Institutions
College of Charleston 1986 — 1991
BA, Political Science
U.S. Trust April 2010 - Present
J.P. Morgan October 2005 - April 2010
Bank of America January 1996 - October 2005
Skills
Investments, Wealth Management, Banking, Investment Management, Portfolio Management, Asset Management, Management, Loans, Finance, Series 7, Wealth Management..., High Net Worth..., Estate Planning, Wealth, Mutual Funds, Asset Allocation, Credit, Alternative Investments, Equities, Insurance, Real Estate Financing, Personal Financial..., Due Diligence, Real Estate, Personal Finance
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Securities Industry Institute, Management of Investment and Banking Institutions
College of Charleston 1986 — 1991
BA, Political Science
John Montealegre John Montealegre's J.P. Morgan Experience 2006 - 2008
Job Chief of Staff to the CEO at TigerText
Industry Information Technology and Services
Experience
TigerText October 2014 - Present
Pitzi March 2013 - October 2014
McKinsey & Company October 2010 - February 2013
Goldman Sachs June 2009 - August 2009
J.P. Morgan 2006 - 2008
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Emerging Markets, Economics, Strategy, Venture Capital, LBO, Competitive Analysis, Investment Banking, Investments, Entrepreneurship, Start-ups, Portfolio Management, Mergers & Acquisitions, Business Valuation, Market Entry, Due Diligence, Hedge Funds, IPO, Corporate Development, Acquisitions, DCF, Derivatives, M&A experience, Equity Research, Financial Structuring, Equities, Capital Markets, Restructuring, Leveraged Finance, Alternative Investments, Bloomberg, Structured Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2010
M.B.A., Finance and Accounting
The George Washington University 2004 — 2005
B.A., International Affairs
College of the Holy Cross
TigerText October 2014 - Present
Pitzi March 2013 - October 2014
McKinsey & Company October 2010 - February 2013
Goldman Sachs June 2009 - August 2009
J.P. Morgan 2006 - 2008
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Emerging Markets, Economics, Strategy, Venture Capital, LBO, Competitive Analysis, Investment Banking, Investments, Entrepreneurship, Start-ups, Portfolio Management, Mergers & Acquisitions, Business Valuation, Market Entry, Due Diligence, Hedge Funds, IPO, Corporate Development, Acquisitions, DCF, Derivatives, M&A experience, Equity Research, Financial Structuring, Equities, Capital Markets, Restructuring, Leveraged Finance, Alternative Investments, Bloomberg, Structured Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2010
M.B.A., Finance and Accounting
The George Washington University 2004 — 2005
B.A., International Affairs
College of the Holy Cross
Evan Heroux's J.P. Morgan Experience May 2014 - August 2014
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - August 2014
Atlantic Neuroscience Institute May 2012 - August 2013
Skills
PowerPoint, Microsoft Word, Leadership, Microsoft Office, Teamwork, Leadership Development, Microsoft Excel, Windows, Team Leadership, Data Analysis, Event Management, Social Media, Public Speaking, Social Networking, Java, Customer Service, Social Media Marketing, Research, SPSS
Education
Colgate University 2011 — 2015
Bachelor’s Degree, Behavioral Neuroscience
J.P. Morgan May 2014 - August 2014
Atlantic Neuroscience Institute May 2012 - August 2013
Skills
PowerPoint, Microsoft Word, Leadership, Microsoft Office, Teamwork, Leadership Development, Microsoft Excel, Windows, Team Leadership, Data Analysis, Event Management, Social Media, Public Speaking, Social Networking, Java, Customer Service, Social Media Marketing, Research, SPSS
Education
Colgate University 2011 — 2015
Bachelor’s Degree, Behavioral Neuroscience
Julia B. Dailey Julia B. Dailey's J.P. Morgan Experience January 1989 - January 2002
Job Chief Operating Officer at Broadfin Capital, LLC
Industry Financial Services
Experience
Broadfin Capital, LLC April 2014 - Present
Barlow Partners, Inc. July 2011 - April 2014
Andor Capital Management LLC February 2002 - December 2008
J.P. Morgan January 1989 - January 2002
Education
College of the Holy Cross 1984 — 1988
Bachelor of Arts (BA), Economics
Bay Shore High School
Broadfin Capital, LLC April 2014 - Present
Barlow Partners, Inc. July 2011 - April 2014
Andor Capital Management LLC February 2002 - December 2008
J.P. Morgan January 1989 - January 2002
Education
College of the Holy Cross 1984 — 1988
Bachelor of Arts (BA), Economics
Bay Shore High School
Patrick McCurdy Patrick McCurdy's J.P. Morgan Experience June 2014 - August 2014
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2015 - Present
J.P. Morgan June 2014 - August 2014
US Navy September 2010 - August 2013
US Navy 2006 - 2010
Skills
Military Liaison, Security Clearance, Military, Navy, Leadership, Intelligence Analysis, Military Operations, Written & Oral..., Maritime Security, Maritime Domain..., Maritime Operations, National Security, Intelligence, Explosives, Military Experience, Cross-functional Team..., Strategy, Command, DoD, Program Management, Operational Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Defense Language Institute 2010 — 2010
Associate of Arts (AA), Spanish Language and Literature
College of the Holy Cross 2002 — 2006
Bachelor of Arts (BA), Political Science
McKinsey & Company August 2015 - Present
J.P. Morgan June 2014 - August 2014
US Navy September 2010 - August 2013
US Navy 2006 - 2010
Skills
Military Liaison, Security Clearance, Military, Navy, Leadership, Intelligence Analysis, Military Operations, Written & Oral..., Maritime Security, Maritime Domain..., Maritime Operations, National Security, Intelligence, Explosives, Military Experience, Cross-functional Team..., Strategy, Command, DoD, Program Management, Operational Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Defense Language Institute 2010 — 2010
Associate of Arts (AA), Spanish Language and Literature
College of the Holy Cross 2002 — 2006
Bachelor of Arts (BA), Political Science
Thomas Cramer's J.P. Morgan Experience October 2010 - July 2012
Job Student at Vanderbilt University Law School
Industry Law Practice
Experience
Simpson Thacher & Bartlett LLP May 2014 - August 2014
U.S. Department of Justice June 2013 - August 2013
J.P. Morgan October 2010 - July 2012
Davis Polk & Wardwell LLP July 2009 - October 2010
Skills
Legal Writing, Legal Research, Research, Microsoft Office, Editing
Education
Vanderbilt University Law School 2012 — 2015
Doctor of Law (J.D.)
Colgate University 2005 — 2009
Bachelor of Arts (B.A.), Art History, Architectural Studies
Simpson Thacher & Bartlett LLP May 2014 - August 2014
U.S. Department of Justice June 2013 - August 2013
J.P. Morgan October 2010 - July 2012
Davis Polk & Wardwell LLP July 2009 - October 2010
Skills
Legal Writing, Legal Research, Research, Microsoft Office, Editing
Education
Vanderbilt University Law School 2012 — 2015
Doctor of Law (J.D.)
Colgate University 2005 — 2009
Bachelor of Arts (B.A.), Art History, Architectural Studies
Kassandra Acuna's J.P. Morgan Experience December 2007 - November 2008
Job Systems Support Analyst at Sysco
Industry Food & Beverages
Experience
Sysco Foods November 2008 - Present
J.P. Morgan December 2007 - November 2008
Waitress February 2005 - July 2007
VetPlan February 2004 - October 2004
Safari Animal Care Centers September 2002 - February 2004
Skills
Active Directory, BMC Remedy, Blackberry Enterprise..., Citrix, Lotus Notes, Troubleshooting, Microsoft Exchange, Windows 7, System Administration, MPLS, SAP, Windows, Servers, AS400 Administration, IBM iSeries, Help Desk Support, Printers, VPN, Cisco Technologies, Microsoft Office, Microsoft SQL Server, Windows Server, Network Administration
Education
College of the Mainland
Computer Science
Sysco Foods November 2008 - Present
J.P. Morgan December 2007 - November 2008
Waitress February 2005 - July 2007
VetPlan February 2004 - October 2004
Safari Animal Care Centers September 2002 - February 2004
Skills
Active Directory, BMC Remedy, Blackberry Enterprise..., Citrix, Lotus Notes, Troubleshooting, Microsoft Exchange, Windows 7, System Administration, MPLS, SAP, Windows, Servers, AS400 Administration, IBM iSeries, Help Desk Support, Printers, VPN, Cisco Technologies, Microsoft Office, Microsoft SQL Server, Windows Server, Network Administration
Education
College of the Mainland
Computer Science
Jorge H. Marin's J.P. Morgan Experience June 2015 - Present
Job Vice President | Middle Market Banking | Multinational Corporations | J.P.Morgan
Industry Banking
Experience
J.P. Morgan June 2015 - Present
Prosperity Bank (formerly The F&M Bank and Trust Company) October 2012 - June 2015
Citi October 2010 - October 2012
CIT Group, Inc. July 2007 - August 2010
1st Source Bank May 2003 - June 2007
1st Source Bank's Specialty Finance Group June 2000 - April 2003
1st Source Bank April 1999 - May 2000
Leonisa S.A. January 1993 - December 1996
Skills
Credit, Cross-functional..., Loans, Banking, Credit Analysis, Commercial Banking, Portfolio Management, Relationship Management, Financial Analysis, Finance, Risk Management, Underwriting, Commercial Lending, Mortgage Lending, Forecasting, Negotiation, New Business Development
Education
Southern Methodist University 2013 — 2014
Certificate of Graduate Finance Program, Finance
Collin County Community College 2010 — 2010
Certification, Project Management
International Trade Center 2010 — 2010
Certification, Export Series Certification
Indiana University South Bend 1997 — 1999
MBA, Business
South Bend English Institute 1997 — 1997
Graduation Certificate, English Language Studies
Universidad Escuela de Administración y Finanzas y Tecnologías 1989 — 1994
Bachelor, Business Administration
Colegio San Luis Rey - Armenia 1980 — 1988
High School Diploma
J.P. Morgan June 2015 - Present
Prosperity Bank (formerly The F&M Bank and Trust Company) October 2012 - June 2015
Citi October 2010 - October 2012
CIT Group, Inc. July 2007 - August 2010
1st Source Bank May 2003 - June 2007
1st Source Bank's Specialty Finance Group June 2000 - April 2003
1st Source Bank April 1999 - May 2000
Leonisa S.A. January 1993 - December 1996
Skills
Credit, Cross-functional..., Loans, Banking, Credit Analysis, Commercial Banking, Portfolio Management, Relationship Management, Financial Analysis, Finance, Risk Management, Underwriting, Commercial Lending, Mortgage Lending, Forecasting, Negotiation, New Business Development
Education
Southern Methodist University 2013 — 2014
Certificate of Graduate Finance Program, Finance
Collin County Community College 2010 — 2010
Certification, Project Management
International Trade Center 2010 — 2010
Certification, Export Series Certification
Indiana University South Bend 1997 — 1999
MBA, Business
South Bend English Institute 1997 — 1997
Graduation Certificate, English Language Studies
Universidad Escuela de Administración y Finanzas y Tecnologías 1989 — 1994
Bachelor, Business Administration
Colegio San Luis Rey - Armenia 1980 — 1988
High School Diploma
Charles Post Charles Post's J.P. Morgan Experience July 2010 - Present
Job
Industry Investment Banking
Experience
J.P. Morgan July 2010 - Present
GE Capital, Global Sponsor Finance 2006 - July 2010
GE Capital 2004 - 2006
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance and Strategy
College of the Holy Cross
B.A., Economics, Accounting
Worcester Academy
J.P. Morgan July 2010 - Present
GE Capital, Global Sponsor Finance 2006 - July 2010
GE Capital 2004 - 2006
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance and Strategy
College of the Holy Cross
B.A., Economics, Accounting
Worcester Academy
Monique Lopez's J.P. Morgan Experience June 2006 - May 2007
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
Wells Fargo Securities March 2009 - May 2013
Wells Fargo Securities May 2007 - March 2009
New York State Division of Housing and Community Renewal June 2006 - May 2007
J.P. Morgan June 2006 - May 2007
Skills
Series 7, Series 63, Fixed Income, Financial Modeling, Capital Markets, Valuation, Bonds, Equities, Alternative Investments, Securities, Investment Banking, Financial Analysis, Banking, Hedge Funds, Mutual Funds, Finance, Bloomberg
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Master's Degree, Master's in Public Administration (MPA)
College of Mount Saint Vincent 2002 — 2006
Bachelor's Degree, Finance
Wells Fargo May 2013 - Present
Wells Fargo Securities March 2009 - May 2013
Wells Fargo Securities May 2007 - March 2009
New York State Division of Housing and Community Renewal June 2006 - May 2007
J.P. Morgan June 2006 - May 2007
Skills
Series 7, Series 63, Fixed Income, Financial Modeling, Capital Markets, Valuation, Bonds, Equities, Alternative Investments, Securities, Investment Banking, Financial Analysis, Banking, Hedge Funds, Mutual Funds, Finance, Bloomberg
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Master's Degree, Master's in Public Administration (MPA)
College of Mount Saint Vincent 2002 — 2006
Bachelor's Degree, Finance
Pete Dunbar Pete Dunbar's J.P. Morgan Experience July 2007 - June 2012
Job Business Development & Relationship Management | Wealth Advisory, Investment Management, Private Banking
Industry Financial Services
Experience
KeyBank June 2012 - Present
J.P. Morgan July 2007 - June 2012
Seitlin (now Marsh & McClennan) November 2005 - May 2007
Bristol Bank May 1999 - November 2005
Citibank June 1988 - May 1999
Continental Illinois National Bank 1985 - 1988
Skills
Risk Management, Wealth Transfer, Investment Advisory, Banking, Asset Management, Investments, Insurance, Risk, Wealth, Retail Banking, Financial Risk, Asset Managment, Financial Advisory, Leadership, Securities, Commercial Lending, Wealth Management, Mergers & Acquisitions, Portfolio Management, Business Development, Relationship Management, Equities, Financial Services, Series 7, Commercial Banking, Mutual Funds, Loans, Strategic Financial..., Credit, Retirement Planning, Credit Analysis, Capital Markets, Financial Planning
Education
Indiana University - Kelley School of Business 1981 — 1985
B.S., Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
MBA, Finance & Real Estate
College for Financial Planning 1991 — 1993
CFP, Financial Planning
KeyBank June 2012 - Present
J.P. Morgan July 2007 - June 2012
Seitlin (now Marsh & McClennan) November 2005 - May 2007
Bristol Bank May 1999 - November 2005
Citibank June 1988 - May 1999
Continental Illinois National Bank 1985 - 1988
Skills
Risk Management, Wealth Transfer, Investment Advisory, Banking, Asset Management, Investments, Insurance, Risk, Wealth, Retail Banking, Financial Risk, Asset Managment, Financial Advisory, Leadership, Securities, Commercial Lending, Wealth Management, Mergers & Acquisitions, Portfolio Management, Business Development, Relationship Management, Equities, Financial Services, Series 7, Commercial Banking, Mutual Funds, Loans, Strategic Financial..., Credit, Retirement Planning, Credit Analysis, Capital Markets, Financial Planning
Education
Indiana University - Kelley School of Business 1981 — 1985
B.S., Finance
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1988
MBA, Finance & Real Estate
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Mary V. Yurch Mary V. Yurch's J.P. Morgan Experience June 2008 - July 2010
Job Category Management of Fine Jewelry and Merchandising Special Projects at Tiffany & Co.
Industry Retail
Experience
Tiffany & Company June 2015 - Present
Tiffany & Co. March 2014 - May 2015
Tiffany & Co. June 2012 - February 2014
Seven Bar Foundation February 2012 - May 2012
CIBC June 2011 - August 2011
J.P. Morgan June 2008 - July 2010
Bear Stearns July 2005 - May 2008
Skills
Trend Analysis, Analytics, Project Management, Luxury Goods, Retail, Strategic Planning, Microsoft Excel, PowerPoint, Financial Analysis, Valuation, Trading, Financial Modeling, Due Diligence, Corporate Finance, Microsoft Office, Business Objects, JDE Enterprise One, Tableau
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Retail, Marketing, Finance
Colgate University 2001 — 2005
BA, Mathematical Economics
Tiffany & Company June 2015 - Present
Tiffany & Co. March 2014 - May 2015
Tiffany & Co. June 2012 - February 2014
Seven Bar Foundation February 2012 - May 2012
CIBC June 2011 - August 2011
J.P. Morgan June 2008 - July 2010
Bear Stearns July 2005 - May 2008
Skills
Trend Analysis, Analytics, Project Management, Luxury Goods, Retail, Strategic Planning, Microsoft Excel, PowerPoint, Financial Analysis, Valuation, Trading, Financial Modeling, Due Diligence, Corporate Finance, Microsoft Office, Business Objects, JDE Enterprise One, Tableau
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Retail, Marketing, Finance
Colgate University 2001 — 2005
BA, Mathematical Economics
Gintas Vasiliauskas Gintas Vasiliauskas's J.P. Morgan Experience May 2013 - Present
Job Business Analyst & Reporting Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
J.P. Morgan December 2010 - May 2013
TCF Bank August 2009 - June 2010
Skills
positive attitude, Teamwork, InfoPath, Excel, Research, Projects, MS Office Suite, SQL, Fast Learner, Business Analysis
Education
University of Illinois at Chicago 2008 — 2010
Bachelor of Science (BS), Finance, General
College of DuPage 2006 — 2008
Bachelor of Science (B.S.), Accounting and Finance
J.P. Morgan May 2013 - Present
J.P. Morgan December 2010 - May 2013
TCF Bank August 2009 - June 2010
Skills
positive attitude, Teamwork, InfoPath, Excel, Research, Projects, MS Office Suite, SQL, Fast Learner, Business Analysis
Education
University of Illinois at Chicago 2008 — 2010
Bachelor of Science (BS), Finance, General
College of DuPage 2006 — 2008
Bachelor of Science (B.S.), Accounting and Finance
ERIKA WARNER ERIKA WARNER's J.P. Morgan Experience October 2013 - February 2015
Job Bankruptcy Analyst at Carlisle & Gallagher Consulting Group
Industry Financial Services
Experience
Carlisle & Gallagher Consulting Group February 2015 - May 2015
J.P. Morgan October 2013 - February 2015
J.P. Morgan May 2012 - October 2013
Bank of America March 2011 - May 2012
Bank of America May 2010 - March 2011
Capital One November 2007 - May 2010
Skills
Loans, Analysis, Mortgage Banking, Foreclosures, Loan Modifications, Loan Servicing, Loss Mitigation, Accounting, Underwriting, Negotiation, Collections, Customer Service, Escalation, analyst, Banking, Finance, Credit Analysis, Financial Analysis, Medical Billing, Medical Coding, Credit, Risk Management, Portfolio Management, Mortgage Lending, Management, Financial Risk, Business Analysis, Financial Modeling, Bankruptcy, Legal Documents, Port, Software Escrow, Medical Terminology, medical, Medical Records, HIPAA, Document Management, Quality Assurance
Education
Collin County Community College 2013 — 2015
Associate’s Degree, Pre-Nursing Studies
Lamar University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Phoenix 2009 — 2011
Associate of Arts and Sciences (AAS), Health/Health Care Administration/Management
Carlisle & Gallagher Consulting Group February 2015 - May 2015
J.P. Morgan October 2013 - February 2015
J.P. Morgan May 2012 - October 2013
Bank of America March 2011 - May 2012
Bank of America May 2010 - March 2011
Capital One November 2007 - May 2010
Skills
Loans, Analysis, Mortgage Banking, Foreclosures, Loan Modifications, Loan Servicing, Loss Mitigation, Accounting, Underwriting, Negotiation, Collections, Customer Service, Escalation, analyst, Banking, Finance, Credit Analysis, Financial Analysis, Medical Billing, Medical Coding, Credit, Risk Management, Portfolio Management, Mortgage Lending, Management, Financial Risk, Business Analysis, Financial Modeling, Bankruptcy, Legal Documents, Port, Software Escrow, Medical Terminology, medical, Medical Records, HIPAA, Document Management, Quality Assurance
Education
Collin County Community College 2013 — 2015
Associate’s Degree, Pre-Nursing Studies
Lamar University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Phoenix 2009 — 2011
Associate of Arts and Sciences (AAS), Health/Health Care Administration/Management
Dylan Kindler's J.P. Morgan Experience July 2014 - January 2015
Job Analyst, Retail Finance & Strategy at Warby Parker
Industry Financial Services
Experience
Warby Parker February 2015 - Present
J.P. Morgan July 2014 - January 2015
J.P. Morgan June 2012 - June 2014
Appaloosa Management 2011 - 2011
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Capital Markets, Equities, Corporate Finance, Fixed Income, Financial Analysis, Economics, Private Equity, Investments
Education
Colgate University 2008 — 2012
Bachelor of Arts (BA), Philosophy
RHS
Rye High School
Warby Parker February 2015 - Present
J.P. Morgan July 2014 - January 2015
J.P. Morgan June 2012 - June 2014
Appaloosa Management 2011 - 2011
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Capital Markets, Equities, Corporate Finance, Fixed Income, Financial Analysis, Economics, Private Equity, Investments
Education
Colgate University 2008 — 2012
Bachelor of Arts (BA), Philosophy
RHS
Rye High School
Joseph Hoban's J.P. Morgan Experience January 2014 - Present
Job Account Transitions at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
Skills
Social Media, Public Speaking, Writing, Microsoft Office, Word, Competitive Strategy, Community Outreach, Microsoft Word, Business Strategy, Strategic Planning, Customer Service, Teaching, Event Planning, Leadership, PowerPoint
Education
Colgate University 2007 — 2011
Bachelors, SOAN
Malvern Prep 2004 — 2007
J.P. Morgan January 2014 - Present
Skills
Social Media, Public Speaking, Writing, Microsoft Office, Word, Competitive Strategy, Community Outreach, Microsoft Word, Business Strategy, Strategic Planning, Customer Service, Teaching, Event Planning, Leadership, PowerPoint
Education
Colgate University 2007 — 2011
Bachelors, SOAN
Malvern Prep 2004 — 2007
Jaime J. Lewis Jaime J. Lewis's J.P. Morgan Experience July 2000 - December 2000
Job Director, Venture Capital Practice at KPMG US
Industry Venture Capital & Private Equity
Experience
KPMG March 2014 - Present
ORIX Ventures May 2012 - January 2014
Square 1 Bank September 2010 - May 2012
Paperboy Ventures LLC July 2003 - September 2010
Deutsche Bank December 2000 - May 2002
J.P. Morgan July 2000 - December 2000
J.P. Morgan September 1998 - July 2000
Skills
Venture Capital, Private Equity, Due Diligence, Financial Modeling, Mergers, Equities, Financial Structuring, Deal Sourcing, Financial Transactions, Market Analysis, Corporate Finance, Investments, Private Placements, Investment Banking, Valuation, Entrepreneurship, Start-ups, Emerging Markets, Financial Analysis, IPO, Mergers & Acquisitions, Capital, Structured Finance, Corporate Governance, Corporate Development
Education
Colgate University
BA
University of California, Los Angeles - The Anderson School of Management
MBA
KPMG March 2014 - Present
ORIX Ventures May 2012 - January 2014
Square 1 Bank September 2010 - May 2012
Paperboy Ventures LLC July 2003 - September 2010
Deutsche Bank December 2000 - May 2002
J.P. Morgan July 2000 - December 2000
J.P. Morgan September 1998 - July 2000
Skills
Venture Capital, Private Equity, Due Diligence, Financial Modeling, Mergers, Equities, Financial Structuring, Deal Sourcing, Financial Transactions, Market Analysis, Corporate Finance, Investments, Private Placements, Investment Banking, Valuation, Entrepreneurship, Start-ups, Emerging Markets, Financial Analysis, IPO, Mergers & Acquisitions, Capital, Structured Finance, Corporate Governance, Corporate Development
Education
Colgate University
BA
University of California, Los Angeles - The Anderson School of Management
MBA
Scott Mongiardo Scott Mongiardo's J.P. Morgan Experience June 2015 - August 2015
Job Sales and Trading Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
LUMA Partners LLC June 2014 - August 2014
TradingScreen June 2013 - August 2013
Miller & Milone, P.C. June 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, C++ Language, Mathematics, Leadership
Education
College of the Holy Cross 2012 — 2016
Bachelor of Arts (B.A.), Economics Major, 3.6
Garden City High School 2008 — 2012
J.P. Morgan June 2015 - August 2015
LUMA Partners LLC June 2014 - August 2014
TradingScreen June 2013 - August 2013
Miller & Milone, P.C. June 2011 - June 2013
Skills
Microsoft Excel, Microsoft Office, C++ Language, Mathematics, Leadership
Education
College of the Holy Cross 2012 — 2016
Bachelor of Arts (B.A.), Economics Major, 3.6
Garden City High School 2008 — 2012
Michael Mooney's J.P. Morgan Experience October 2010 - December 2011
Job I connect people and help businesses reach new levels of profitability
Industry Management Consulting
Experience
M Squared Consulting, LLC. January 2015 - Present
Northwestern Mutual July 2014 - November 2014
Walmart June 2013 - April 2014
TIAA-CREF January 2012 - November 2012
J.P. Morgan October 2010 - December 2011
Morgan Stanley April 2008 - October 2010
Robert W. Baird & Co. 2004 - 2008
Kraft Foods Group July 2003 - December 2003
Kraft Foods Group 2002 - 2003
College of the Holy Cross 1999 - 2002
Skills
Strategy, Valuation, Alternative Investments, Project Management, Asset Management, Analytics, Customer Service, Financial Analysis, Financial Services, Consulting, Management, Marketing, Strategic Planning, Business Development, Investments, Finance, CRM
Education
College of the Holy Cross 1998 — 2002
Bachelor's Degree, Majored in Economics
Whitefish Bay High School 1994 — 1998
High School, Economics, History, Literature, Sport, Science, Mathematics, Government, Community
M Squared Consulting, LLC. January 2015 - Present
Northwestern Mutual July 2014 - November 2014
Walmart June 2013 - April 2014
TIAA-CREF January 2012 - November 2012
J.P. Morgan October 2010 - December 2011
Morgan Stanley April 2008 - October 2010
Robert W. Baird & Co. 2004 - 2008
Kraft Foods Group July 2003 - December 2003
Kraft Foods Group 2002 - 2003
College of the Holy Cross 1999 - 2002
Skills
Strategy, Valuation, Alternative Investments, Project Management, Asset Management, Analytics, Customer Service, Financial Analysis, Financial Services, Consulting, Management, Marketing, Strategic Planning, Business Development, Investments, Finance, CRM
Education
College of the Holy Cross 1998 — 2002
Bachelor's Degree, Majored in Economics
Whitefish Bay High School 1994 — 1998
High School, Economics, History, Literature, Sport, Science, Mathematics, Government, Community
Trista Neubauer Trista Neubauer's J.P. Morgan Experience September 1994 - September 1999
Job
Industry Human Resources
Experience
Aon Hewitt September 1999 - September 2006
J.P. Morgan September 1994 - September 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Colgate University
Sociology and History
Teachers College of Columbia University
Masters Organizational Psychology
Aon Hewitt September 1999 - September 2006
J.P. Morgan September 1994 - September 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Colgate University
Sociology and History
Teachers College of Columbia University
Masters Organizational Psychology
Sorgul Taha Sorgul Taha's J.P. Morgan Experience December 2014 - Present
Job Pricing Analyst at JPMorgan Chase & Co.
Industry Investment Banking
Experience
J.P. Morgan December 2014 - Present
JPMorgan Chase September 2011 - December 2014
Skills
Cash Management, Microsoft Office, Customer Service, Banking, Microsoft Excel, Accounts Receivable, Credit, Finance, Teamwork, Financial Analysis, Financial Reporting, Accounting, Bilingual, Access, Account Reconciliation, Credit Analysis, QuickBooks, Securities, Pricing, Equities, Municipal Bonds, Bond Pricing, Analysis, Time Management, Microsoft Word
Education
The University of Texas at Dallas 2012 — 2014
Bachelors, Finance and Accounting
Collin County Community College 2009 — 2012
Associate's degree
J.P. Morgan December 2014 - Present
JPMorgan Chase September 2011 - December 2014
Skills
Cash Management, Microsoft Office, Customer Service, Banking, Microsoft Excel, Accounts Receivable, Credit, Finance, Teamwork, Financial Analysis, Financial Reporting, Accounting, Bilingual, Access, Account Reconciliation, Credit Analysis, QuickBooks, Securities, Pricing, Equities, Municipal Bonds, Bond Pricing, Analysis, Time Management, Microsoft Word
Education
The University of Texas at Dallas 2012 — 2014
Bachelors, Finance and Accounting
Collin County Community College 2009 — 2012
Associate's degree
Andrew Bruce Andrew Bruce's J.P. Morgan Experience July 2015 - Present
Job Application Developer at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
Forex Capital Markets January 2013 - July 2015
Forex Capital Markets April 2012 - January 2013
Forex Capital Markets June 2010 - April 2012
Forex Capital Markets February 2009 - June 2010
United States Air Force March 2003 - March 2009
Skills
Trading Systems, C#, Foreign Exchange, Technical Analysis, FX trading, Trading Strategies, Financial Markets, C++, Trading, MetaTrader, SQL, Electronic Trading, Integration, Equity Derivatives, Microsoft Office, FIX, .NET, Mathematica, Equity Trading, Options, HTML, Testing, XAML, WPF, MVVM, Dependency Injection, LINQ, Linux, Red Hat Linux, Windows, POCO C++, JavaScript, AngularJS
Education
University of North Texas 2006 — 2008
Bachelor's degree, Accounting and Finance
Dallas County Community College 2010 — 2011
Mathematics
Collin County Community College 2014 — 2014
Mathematics
J.P. Morgan July 2015 - Present
Forex Capital Markets January 2013 - July 2015
Forex Capital Markets April 2012 - January 2013
Forex Capital Markets June 2010 - April 2012
Forex Capital Markets February 2009 - June 2010
United States Air Force March 2003 - March 2009
Skills
Trading Systems, C#, Foreign Exchange, Technical Analysis, FX trading, Trading Strategies, Financial Markets, C++, Trading, MetaTrader, SQL, Electronic Trading, Integration, Equity Derivatives, Microsoft Office, FIX, .NET, Mathematica, Equity Trading, Options, HTML, Testing, XAML, WPF, MVVM, Dependency Injection, LINQ, Linux, Red Hat Linux, Windows, POCO C++, JavaScript, AngularJS
Education
University of North Texas 2006 — 2008
Bachelor's degree, Accounting and Finance
Dallas County Community College 2010 — 2011
Mathematics
Collin County Community College 2014 — 2014
Mathematics
Daniel J. Kellogg's J.P. Morgan Experience July 2012 - August 2013
Job Financial Advisor at Personal Capital
Industry Financial Services
Experience
Personal Capital August 2013 - Present
J.P. Morgan July 2012 - August 2013
UBS Financial Services - The Hartman Group January 2010 - July 2011
Skills
Series 7, Series 63, Financial Analysis, Public Speaking, Building Relationships, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Outlook, Research, Leadership Development, Workshop Facilitation, Networking, Training, Presentation Design, Event Planning, Social Media, Economics, Time Management, Series 65, Marketing, Analysis
Education
Colorado State University 2008 — 2012
Bachelor of Science, Business Administration/Finance
Personal Capital August 2013 - Present
J.P. Morgan July 2012 - August 2013
UBS Financial Services - The Hartman Group January 2010 - July 2011
Skills
Series 7, Series 63, Financial Analysis, Public Speaking, Building Relationships, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Outlook, Research, Leadership Development, Workshop Facilitation, Networking, Training, Presentation Design, Event Planning, Social Media, Economics, Time Management, Series 65, Marketing, Analysis
Education
Colorado State University 2008 — 2012
Bachelor of Science, Business Administration/Finance
Stuart Laipple Stuart Laipple's J.P. Morgan Experience 1999 - 2004
Job Senior IT Administrator at UBS Investment Bank
Industry Information Technology and Services
Experience
UBS Investment Bank 2009 - Present
Morgan Stanley 2006 - 2008
J.P. Morgan 1999 - 2004
Education
San Francisco State University 1986 — 1988
College of San Mateo
Heald College-San Francisco
UBS Investment Bank 2009 - Present
Morgan Stanley 2006 - 2008
J.P. Morgan 1999 - 2004
Education
San Francisco State University 1986 — 1988
College of San Mateo
Heald College-San Francisco
Erin Robert Erin Robert's J.P. Morgan Experience January 2014 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
JPMorgan January 2011 - January 2014
JPMorgan December 2007 - January 2011
JPMorgan July 2006 - November 2007
The White House January 2005 - May 2005
Education
College of the Holy Cross 2002 — 2006
BA, Magna Cum Laude, Political Science; Economics
Loomis Chaffee 1998 — 2002
J.P. Morgan January 2014 - Present
JPMorgan January 2011 - January 2014
JPMorgan December 2007 - January 2011
JPMorgan July 2006 - November 2007
The White House January 2005 - May 2005
Education
College of the Holy Cross 2002 — 2006
BA, Magna Cum Laude, Political Science; Economics
Loomis Chaffee 1998 — 2002
Corey Besinger Corey Besinger's J.P. Morgan Experience July 2009 - June 2011
Job Business Development Analyst at Wellington Management
Industry Investment Management
Experience
Wellington Management July 2014 - Present
Wellington Management June 2011 - June 2014
J.P. Morgan July 2009 - June 2011
J.P. Morgan November 2008 - July 2009
Skills
Relationship Management, Client Service Oriented, Business Development, Family Office, Event Planning, Organization, Marketing, Endowment Funds, Finance
Education
College of the Holy Cross 2004 — 2008
Wellington Management July 2014 - Present
Wellington Management June 2011 - June 2014
J.P. Morgan July 2009 - June 2011
J.P. Morgan November 2008 - July 2009
Skills
Relationship Management, Client Service Oriented, Business Development, Family Office, Event Planning, Organization, Marketing, Endowment Funds, Finance
Education
College of the Holy Cross 2004 — 2008
Cameron Starr Cameron Starr's J.P. Morgan Experience June 2014 - June 2015
Job Assistant Vice President, Client Advisor Associate at Suntrust Medical Group
Industry Financial Services
Experience
SunTrust June 2015 - Present
J.P. Morgan June 2014 - June 2015
Student Investment Society August 2013 - May 2014
College of Charleston January 2011 - May 2014
Ensign-Bickford Aerospace & Defense Company May 2012 - August 2012
College of Charleston January 2011 - January 2012
Northeast Energy Partners May 2011 - August 2011
Skills
Time Management, Public Speaking, High Energy Level, Management, Sales, Logistics, Teamwork, Leadership, PowerPoint, Motivation, Microsoft Excel, Interpersonal Skill, Extrovert, Entrepreneurship
Education
College of Charleston 2010 — 2014
Bachelor's degree, Economics
Universidad Carlos III de Madrid 2012 — 2012
SunTrust June 2015 - Present
J.P. Morgan June 2014 - June 2015
Student Investment Society August 2013 - May 2014
College of Charleston January 2011 - May 2014
Ensign-Bickford Aerospace & Defense Company May 2012 - August 2012
College of Charleston January 2011 - January 2012
Northeast Energy Partners May 2011 - August 2011
Skills
Time Management, Public Speaking, High Energy Level, Management, Sales, Logistics, Teamwork, Leadership, PowerPoint, Motivation, Microsoft Excel, Interpersonal Skill, Extrovert, Entrepreneurship
Education
College of Charleston 2010 — 2014
Bachelor's degree, Economics
Universidad Carlos III de Madrid 2012 — 2012
Shanmugam Balur Sankaran Shanmugam Balur Sankaran's J.P. Morgan Experience August 2015 - Present
Job Tech Lead/Senior Java Developer
Industry Information Technology and Services
Experience
J.P. Morgan August 2015 - Present
LexisNexis June 2010 - August 2015
Cognizant July 2008 - April 2011
LexisNexis April 2009 - June 2010
Cognizant June 2006 - June 2008
Skills
Java, Spring Framework, Oracle, MarkLogic, Hibernate, SOA, JavaScript, Ext JS, Struts, JSP, jQuery, JSON, Microsoft SQL Server, Velocity Templates, XML, Jetty, JBoss Application Server, WebLogic, Tomcat, Maven, Unix, Web Services, Java Enterprise Edition, AngularJS, Agile Methodologies, SDLC, SQL, Requirements Analysis, PL/SQL, Hudson, Flex, Amazon Web Services..., Mule ESB, ClearCase, Subversion, TFS
Education
College of Engineering, Guindy
Master of Engineering (M.Eng.)
J.P. Morgan August 2015 - Present
LexisNexis June 2010 - August 2015
Cognizant July 2008 - April 2011
LexisNexis April 2009 - June 2010
Cognizant June 2006 - June 2008
Skills
Java, Spring Framework, Oracle, MarkLogic, Hibernate, SOA, JavaScript, Ext JS, Struts, JSP, jQuery, JSON, Microsoft SQL Server, Velocity Templates, XML, Jetty, JBoss Application Server, WebLogic, Tomcat, Maven, Unix, Web Services, Java Enterprise Edition, AngularJS, Agile Methodologies, SDLC, SQL, Requirements Analysis, PL/SQL, Hudson, Flex, Amazon Web Services..., Mule ESB, ClearCase, Subversion, TFS
Education
College of Engineering, Guindy
Master of Engineering (M.Eng.)
Jake Medina's J.P. Morgan Experience June 2015 - August 2015
Job Student at the College of the Holy Cross
Industry
Experience
Student Empowerment Program November 2014 - Present
College of the Holy Cross September 2012 - Present
J.P. Morgan June 2015 - August 2015
Kids in Need of Defense (KIND) August 2014 - November 2014
J.P. Morgan June 2014 - August 2014
College of the Holy Cross May 2013 - June 2013
Skills
Community Outreach, Spanish, Public Speaking, Program Management, Leadership, Tutoring, Management, Social Services, Event Planning, Nonprofits
Education
College of the Holy Cross 2012 — 2016
Economics, 3.77 / 4.00
Westminster School 2008 — 2012
Summa Cum Laude
Student Empowerment Program November 2014 - Present
College of the Holy Cross September 2012 - Present
J.P. Morgan June 2015 - August 2015
Kids in Need of Defense (KIND) August 2014 - November 2014
J.P. Morgan June 2014 - August 2014
College of the Holy Cross May 2013 - June 2013
Skills
Community Outreach, Spanish, Public Speaking, Program Management, Leadership, Tutoring, Management, Social Services, Event Planning, Nonprofits
Education
College of the Holy Cross 2012 — 2016
Economics, 3.77 / 4.00
Westminster School 2008 — 2012
Summa Cum Laude
Joanna Wylomanska's J.P. Morgan Experience September 2008 - July 2011
Job Associate General Counsel at REDI Global Technologies
Industry Law Practice
Experience
REDI Global Technologies October 2014 - Present
Axiom May 2012 - October 2014
Her Justice October 2011 - April 2012
J.P. Morgan September 2008 - July 2011
Chadbourne & Parke LLP July 2006 - August 2008
White & Case LLP August 2004 - July 2006
Ministry of Foreign Affairs of the Republic of Poland March 2003 - August 2004
Shearman & Sterling LLP March 2002 - August 2002
Debevoise & Plimpton October 2001 - March 2002
Gide Loyrette Nouel June 2001 - October 2001
Skills
Capital Markets, Securities, Cross-border..., Corporate Governance, European Law, International Law, Mergers & Acquisitions, Banking, Securities Regulation, Legal Advice, Joint Ventures, Privacy Law, Licensing, Intellectual Property, Commercial Litigation, Corporate Law, Litigation
Education
Columbia Law School 2002 — 2003
LL.M.
Spéos - Paris Photographic Institute 2001 — 2002
Certificate in Professional Photography
Europacollege / College of Europe 2000 — 2001
LL.M/DEA
Université Panthéon Sorbonne (Paris I) 1996 — 2000
Maitrise/J.D.
REDI Global Technologies October 2014 - Present
Axiom May 2012 - October 2014
Her Justice October 2011 - April 2012
J.P. Morgan September 2008 - July 2011
Chadbourne & Parke LLP July 2006 - August 2008
White & Case LLP August 2004 - July 2006
Ministry of Foreign Affairs of the Republic of Poland March 2003 - August 2004
Shearman & Sterling LLP March 2002 - August 2002
Debevoise & Plimpton October 2001 - March 2002
Gide Loyrette Nouel June 2001 - October 2001
Skills
Capital Markets, Securities, Cross-border..., Corporate Governance, European Law, International Law, Mergers & Acquisitions, Banking, Securities Regulation, Legal Advice, Joint Ventures, Privacy Law, Licensing, Intellectual Property, Commercial Litigation, Corporate Law, Litigation
Education
Columbia Law School 2002 — 2003
LL.M.
Spéos - Paris Photographic Institute 2001 — 2002
Certificate in Professional Photography
Europacollege / College of Europe 2000 — 2001
LL.M/DEA
Université Panthéon Sorbonne (Paris I) 1996 — 2000
Maitrise/J.D.
Anelia Kovachev Anelia Kovachev's J.P. Morgan Experience 2012 - 2014
Job Vice President, Global Compliance at Citi
Industry Financial Services
Experience
Citi November 2014 - Present
J.P. Morgan 2012 - 2014
EY 2004 - 2012
Hertz 2002 - 2004
Skills
Internal Controls, SOX, Enterprise Risk..., Risk Assessment, Compliance, Internal Audit, Project Management, Impact Assessment, Operational Risk..., Business Analysis, Matrix Management, Cost Saving Initiatives, Process Improvement, Operational Risk, Operational Control, Sarbanes-Oxley Act, Sarbanes-Oxley, Business Process
Education
College of Business 1998 — 2002
BS, Accounting
Sofia University St. Kliment Ohridski 1994 — 1997
N/A, Czech Philology
Citi November 2014 - Present
J.P. Morgan 2012 - 2014
EY 2004 - 2012
Hertz 2002 - 2004
Skills
Internal Controls, SOX, Enterprise Risk..., Risk Assessment, Compliance, Internal Audit, Project Management, Impact Assessment, Operational Risk..., Business Analysis, Matrix Management, Cost Saving Initiatives, Process Improvement, Operational Risk, Operational Control, Sarbanes-Oxley Act, Sarbanes-Oxley, Business Process
Education
College of Business 1998 — 2002
BS, Accounting
Sofia University St. Kliment Ohridski 1994 — 1997
N/A, Czech Philology
Tim Hamilton, CFP®'s J.P. Morgan Experience January 2007 - June 2007
Job Vice President Wealth Management Advisor at Atlas Private Wealth Management, LLC
Industry Financial Services
Experience
Atlas Private Wealth Management, LLC July 2015 - Present
Howe & Rusling, Inc. September 2011 - June 2015
Howe & Rusling, Inc. July 2008 - September 2011
City of St. Paul, MN June 2007 - September 2007
J.P. Morgan January 2007 - June 2007
Skills
Bloomberg, Asset Allocation, Portfolio Management, Investments, Equities, Financial Markets, Bonds, Financial Analysis, Capital Markets, Investment Management, Strategic Financial..., Asset Management, Alternative Investments, Equity Research, Mutual Funds, Financial Planning
Education
College for Financial Planning 2011 — 2012
Certificate, Financial Planning
University of Rochester 2004 — 2008
Bachelors, Economics, Finance & Accounting Certificate from Simon School of Business
Atlas Private Wealth Management, LLC July 2015 - Present
Howe & Rusling, Inc. September 2011 - June 2015
Howe & Rusling, Inc. July 2008 - September 2011
City of St. Paul, MN June 2007 - September 2007
J.P. Morgan January 2007 - June 2007
Skills
Bloomberg, Asset Allocation, Portfolio Management, Investments, Equities, Financial Markets, Bonds, Financial Analysis, Capital Markets, Investment Management, Strategic Financial..., Asset Management, Alternative Investments, Equity Research, Mutual Funds, Financial Planning
Education
College for Financial Planning 2011 — 2012
Certificate, Financial Planning
University of Rochester 2004 — 2008
Bachelors, Economics, Finance & Accounting Certificate from Simon School of Business
sean lopez sean lopez's J.P. Morgan Experience June 2014 - Present
Job Licensed Relationship Banker Small Business Specialist at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
JPMorgan Chase August 2010 - June 2013
JPMorgan Chase June 2011 - January 2012
JPMorgan Chase August 2010 - April 2011
Skills
Banking, Credit, Retail Banking, Loans, Mortgage Lending, Consumer Lending, Commercial Banking, Small Business Lending, Cross Selling, Loan Origination, Travel, Travel Planning, Travel Management, Adventure Travel, Business Development, Business Process..., Small Business, Industrial Organization, Fitness, Educational Leadership, Leadership, Youth Development, Youth Leadership, Entrepreneurship, Finance, consumer banking, Investments, Investment Banking, Series 6, Series 63, Life Insurance, Life & Health Insurance..., Wealth Management, Direct Sales, Retail Sales, First Aid, First Responder, Notary Public, FINRA, NMLS, Relationship Management, Business Relationship..., Relationship Development, Mortgage Banking, Investment Sales, Phone Etiquette, Client Profiles, Sales, Portfolio Management, Financial Services
Education
Southern New Hampshire University 2014 — 2015
Bachelor's degree, Industrial and Organizational Psychology
College of the Desert 2008 — 2010
General Undergrad Studies, General Education
J.P. Morgan June 2014 - Present
JPMorgan Chase August 2010 - June 2013
JPMorgan Chase June 2011 - January 2012
JPMorgan Chase August 2010 - April 2011
Skills
Banking, Credit, Retail Banking, Loans, Mortgage Lending, Consumer Lending, Commercial Banking, Small Business Lending, Cross Selling, Loan Origination, Travel, Travel Planning, Travel Management, Adventure Travel, Business Development, Business Process..., Small Business, Industrial Organization, Fitness, Educational Leadership, Leadership, Youth Development, Youth Leadership, Entrepreneurship, Finance, consumer banking, Investments, Investment Banking, Series 6, Series 63, Life Insurance, Life & Health Insurance..., Wealth Management, Direct Sales, Retail Sales, First Aid, First Responder, Notary Public, FINRA, NMLS, Relationship Management, Business Relationship..., Relationship Development, Mortgage Banking, Investment Sales, Phone Etiquette, Client Profiles, Sales, Portfolio Management, Financial Services
Education
Southern New Hampshire University 2014 — 2015
Bachelor's degree, Industrial and Organizational Psychology
College of the Desert 2008 — 2010
General Undergrad Studies, General Education
Tayla Reller's J.P. Morgan Experience June 2013 - July 2013
Job Accounting Intern at Breckenridge Grand Vacations
Industry
Experience
Breckenridge Grand Vacations June 2014 - August 2014
J.P. Morgan June 2013 - July 2013
Skills
Facebook, Social Networking, Leadership, Teamwork, Spanish, Microsoft Office, Research, Outdoor Recreation, Microsoft Excel
Education
University of Denver 2012 — 2016
Bachelor of Science (BS), Finance, General
Universidad de Granada 2014 — 2014
Spanish Language and Literature
Colorado Mountain College 2011 — 2012
Summit High School 2008 — 2012
Breckenridge Grand Vacations June 2014 - August 2014
J.P. Morgan June 2013 - July 2013
Skills
Facebook, Social Networking, Leadership, Teamwork, Spanish, Microsoft Office, Research, Outdoor Recreation, Microsoft Excel
Education
University of Denver 2012 — 2016
Bachelor of Science (BS), Finance, General
Universidad de Granada 2014 — 2014
Spanish Language and Literature
Colorado Mountain College 2011 — 2012
Summit High School 2008 — 2012
Ryan Sabia Ryan Sabia's J.P. Morgan Experience September 2012 - January 2013
Job Director of Operations and Information Systems at Medelita
Industry Information Technology and Services
Experience
Medelita July 2015 - Present
Pinpoint Resource Group, LLC February 2013 - Present
J.P. Morgan September 2012 - January 2013
Frontier Toyota August 2004 - November 2008
Crown Disposal Trucking Inc. October 2003 - September 2004
Best Buy 2003 - 2004
Skills
Marketing Strategy, Project Management, Operations Management, CRM, Forecasting, Business Analytics, Process Improvement, Management Consulting, Business Development, Inbound Marketing, Digital Strategy, Microsoft Excel, Microsoft Office, Data Analysis, Information Analysis, Digital Media, Mobile Technology, Trend Forecasting, Digital Marketing, Analysis, Financial Accounting, Bloomberg Terminal, Development Of..., Regression Analysis, Website Development, Pivot Tables, QuickBooks, Databases, SharePoint, Outlook, Computer Hardware, Windows 7, Google Docs, Financial Forecasting, Cash Flow Forecasting, Vlookup, Finance, Management, Business Strategy, Social Media Marketing, Document Management, Lync, Marketing, Sales, Marketing Automation, Content Marketing, Scrum, Social Media
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Bachelors of Science
College of the Canyons 2008 — 2010
Associates of Science
General Assembly
Medelita July 2015 - Present
Pinpoint Resource Group, LLC February 2013 - Present
J.P. Morgan September 2012 - January 2013
Frontier Toyota August 2004 - November 2008
Crown Disposal Trucking Inc. October 2003 - September 2004
Best Buy 2003 - 2004
Skills
Marketing Strategy, Project Management, Operations Management, CRM, Forecasting, Business Analytics, Process Improvement, Management Consulting, Business Development, Inbound Marketing, Digital Strategy, Microsoft Excel, Microsoft Office, Data Analysis, Information Analysis, Digital Media, Mobile Technology, Trend Forecasting, Digital Marketing, Analysis, Financial Accounting, Bloomberg Terminal, Development Of..., Regression Analysis, Website Development, Pivot Tables, QuickBooks, Databases, SharePoint, Outlook, Computer Hardware, Windows 7, Google Docs, Financial Forecasting, Cash Flow Forecasting, Vlookup, Finance, Management, Business Strategy, Social Media Marketing, Document Management, Lync, Marketing, Sales, Marketing Automation, Content Marketing, Scrum, Social Media
Education
Suffolk University - Sawyer School of Management 2010 — 2012
Bachelors of Science
College of the Canyons 2008 — 2010
Associates of Science
General Assembly
Jonathan Pillon's J.P. Morgan Experience August 2014 - Present
Job Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan May 2014 - October 2014
Harding Loevner LP June 2013 - August 2013
Harding Loevner June 2013 - August 2013
Cups Frozen Yogurt June 2012 - August 2012
Powertime Sports Complex June 2011 - January 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, eVestment, Geneva, C++ Language, Investments, Social Media, Analysis, Competitive Analysis
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 2011 — 2015
Bachelor of Arts, Economics
Immaculata High School 2007 — 2011
J.P. Morgan August 2014 - Present
J.P. Morgan May 2014 - October 2014
Harding Loevner LP June 2013 - August 2013
Harding Loevner June 2013 - August 2013
Cups Frozen Yogurt June 2012 - August 2012
Powertime Sports Complex June 2011 - January 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, eVestment, Geneva, C++ Language, Investments, Social Media, Analysis, Competitive Analysis
Education
College of the Holy Cross 2011 — 2015
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 2011 — 2015
Bachelor of Arts, Economics
Immaculata High School 2007 — 2011
Steve Kuhmichel Steve Kuhmichel's J.P. Morgan Experience August 2014 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Citi August 2013 - August 2014
Rice Graduate School of Business July 2011 - July 2013
UBS Investment Bank June 2012 - August 2012
BP June 2007 - June 2011
Education
Rice University - Jesse H. Jones Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
Colorado School of Mines 2002 — 2007
Engineering-Mechanical, Economics, Engineering, Economics
J.P. Morgan August 2014 - Present
Citi August 2013 - August 2014
Rice Graduate School of Business July 2011 - July 2013
UBS Investment Bank June 2012 - August 2012
BP June 2007 - June 2011
Education
Rice University - Jesse H. Jones Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
Colorado School of Mines 2002 — 2007
Engineering-Mechanical, Economics, Engineering, Economics
Kimber Salim Kimber Salim's J.P. Morgan Experience May 2001 - August 2001
Job Principal, FIG Consulting Partners
Industry Banking
Experience
FIG Consulting Partners November 2007 - Present
Gregory A. Noonan & Associates, Inc. 2007 - 2010
Regions Morgan Keegan Private Banking September 2004 - November 2007
Regions Financial Corporation June 2002 - September 2004
J.P. Morgan May 2001 - August 2001
Mercer Capital Management, Inc. August 1998 - July 2000
Skills
Financial Analysis, Corporate Finance, Valuation, Forecasting, Financial Reporting, Analysis, Strategy, Financial Modeling, Risk Management, Finance, Strategic Financial..., Banking, Mergers, Portfolio Management, Investments, Management
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
M.B.A., Finance and Marketing
Colorado College 1994 — 1998
B.A., Physics
Lakeside High School 1990 — 1994
FIG Consulting Partners November 2007 - Present
Gregory A. Noonan & Associates, Inc. 2007 - 2010
Regions Morgan Keegan Private Banking September 2004 - November 2007
Regions Financial Corporation June 2002 - September 2004
J.P. Morgan May 2001 - August 2001
Mercer Capital Management, Inc. August 1998 - July 2000
Skills
Financial Analysis, Corporate Finance, Valuation, Forecasting, Financial Reporting, Analysis, Strategy, Financial Modeling, Risk Management, Finance, Strategic Financial..., Banking, Mergers, Portfolio Management, Investments, Management
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
M.B.A., Finance and Marketing
Colorado College 1994 — 1998
B.A., Physics
Lakeside High School 1990 — 1994
Mark Pottle's J.P. Morgan Experience November 2011 - May 2015
Job Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman May 2015 - Present
J.P. Morgan November 2011 - May 2015
Fidelity Investments April 2009 - October 2010
Fidelity Investments December 2007 - April 2009
Fidelity Investments August 2006 - December 2007
Skills
Series 7, Retirement, 401k, Strategy, Leadership, Sales, Financial Services, Investments, Retirement Planning, Series 63, Mutual Funds, Management, Defined Contribution, FINRA, Asset Allocation, Wealth Management, Series 6, Finance, Risk Management
Education
College of the Holy Cross 1991 — 1995
Bachelors, Economics
Neuberger Berman May 2015 - Present
J.P. Morgan November 2011 - May 2015
Fidelity Investments April 2009 - October 2010
Fidelity Investments December 2007 - April 2009
Fidelity Investments August 2006 - December 2007
Skills
Series 7, Retirement, 401k, Strategy, Leadership, Sales, Financial Services, Investments, Retirement Planning, Series 63, Mutual Funds, Management, Defined Contribution, FINRA, Asset Allocation, Wealth Management, Series 6, Finance, Risk Management
Education
College of the Holy Cross 1991 — 1995
Bachelors, Economics
Megan Walsh Thompson's J.P. Morgan Experience June 2010 - August 2010
Job Senior Financial Analyst ProgramRelated Investments at Ford Foundation
Industry Philanthropy
Experience
Ford Foundation June 2011 - Present
J.P. Morgan June 2010 - August 2010
Citigroup July 2005 - June 2008
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA
College of the Holy Cross 2001 — 2005
BA, Economics
Ford Foundation June 2011 - Present
J.P. Morgan June 2010 - August 2010
Citigroup July 2005 - June 2008
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA
College of the Holy Cross 2001 — 2005
BA, Economics
Raphael Nzirubusa Raphael Nzirubusa's J.P. Morgan Experience January 2015 - Present
Job Capital Market/Securities Data Management at J.P.Morgan Asset Management
Industry Capital Markets
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan September 2010 - January 2015
Deutsche Bank July 2009 - September 2010
Deutsche Bank 2008 - 2009
Fidelity Investments November 2007 - May 2008
Standard & Poor's October 2006 - November 2007
Standard & Poor's, Division of McGraw-Hill Companies February 2005 - October 2006
Standard & Poor's, Division of McGraw-Hill Companies April 2003 - February 2005
Skills
Market Data, Equities, Reference Data, Investment Banking, Financial Markets, Capital Markets, Financial Services, Derivatives, Fixed Income, Securities, Corporate Actions, Strategy, Vendor Management, Trading, Hedge Funds, Equity Research, Relationship Management, Bloomberg, Leadership, Risk Management, CRM, Analysis, Analytics, Finance, Product Management, Management, Trading Systems
Education
Colorado State University 1999 — 2001
MBA
Colorado State University 1993 — 1995
MS, Resource Economics
University of Burundi-Higher Institute of Agriculture 1985 — 1989
Industrial Engineering, Ag. Production
College Du Saint-Esprit 1978 — 1984
HS
J.P. Morgan January 2015 - Present
J.P. Morgan September 2010 - January 2015
Deutsche Bank July 2009 - September 2010
Deutsche Bank 2008 - 2009
Fidelity Investments November 2007 - May 2008
Standard & Poor's October 2006 - November 2007
Standard & Poor's, Division of McGraw-Hill Companies February 2005 - October 2006
Standard & Poor's, Division of McGraw-Hill Companies April 2003 - February 2005
Skills
Market Data, Equities, Reference Data, Investment Banking, Financial Markets, Capital Markets, Financial Services, Derivatives, Fixed Income, Securities, Corporate Actions, Strategy, Vendor Management, Trading, Hedge Funds, Equity Research, Relationship Management, Bloomberg, Leadership, Risk Management, CRM, Analysis, Analytics, Finance, Product Management, Management, Trading Systems
Education
Colorado State University 1999 — 2001
MBA
Colorado State University 1993 — 1995
MS, Resource Economics
University of Burundi-Higher Institute of Agriculture 1985 — 1989
Industrial Engineering, Ag. Production
College Du Saint-Esprit 1978 — 1984
HS
Bacilio Gonzalez Bacilio Gonzalez's J.P. Morgan Experience September 2013 - August 2014
Job Service Delivery Specialist at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2013 - Present
J.P. Morgan September 2013 - August 2014
Sports Authority July 2012 - June 2013
Under Armour January 2011 - July 2012
Center Partners January 2010 - August 2010
The Buckle July 2009 - November 2009
Skills
Series 6, Series 63, Sales, Customer Service, Team Management, Bilingual-English/Spanis..., Visual Merchandising, Marketing Strategy, Microsoft Office, Forecasting, Management, Pricing, Statistical Data..., Finance, Accounting, Retail, Loss Prevention, Marketing, Teamwork, Customer Satisfaction, Microsoft Excel, Data Analysis, Training, Financial Analysis, Retail Sales, Microsoft Word, Social Media, Outlook, PowerPoint, Public Speaking, Leadership, Time Management, Communication
Education
Colorado State University 2008 — 2013
Bachelor of Arts (B.A.), Economics
EMPOWER Retirement September 2013 - Present
J.P. Morgan September 2013 - August 2014
Sports Authority July 2012 - June 2013
Under Armour January 2011 - July 2012
Center Partners January 2010 - August 2010
The Buckle July 2009 - November 2009
Skills
Series 6, Series 63, Sales, Customer Service, Team Management, Bilingual-English/Spanis..., Visual Merchandising, Marketing Strategy, Microsoft Office, Forecasting, Management, Pricing, Statistical Data..., Finance, Accounting, Retail, Loss Prevention, Marketing, Teamwork, Customer Satisfaction, Microsoft Excel, Data Analysis, Training, Financial Analysis, Retail Sales, Microsoft Word, Social Media, Outlook, PowerPoint, Public Speaking, Leadership, Time Management, Communication
Education
Colorado State University 2008 — 2013
Bachelor of Arts (B.A.), Economics
Michael G. Robinson Michael G. Robinson's J.P. Morgan Experience April 2008 - July 2012
Job Executive Vice President at First Merit Bank
Industry Executive Office
Experience
First Merit Bank August 2012 - Present
JP Morgan April 2008 - July 2012
J.P. Morgan 1985 - 2012
JP Morgan 2007 - 2008
JP Morgan 2003 - 2007
Skills
Banking, Equities, Estate Planning, Financial Advisory, Investment Management, Investments, Management, Mortgage Lending, Pensions, Private Banking, Sales, Series 7, Team Leadership, Wealth Management, Wealth Management..., Training, Asset Managment, Financial Services, Portfolio Management, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Retirement Planning, Series 63, Strategic Financial..., Wealth, Loans, High Net Worth..., Series 24, Personal Financial..., Asset Management, Financial Planning
Education
College for Financial Planning 2001 — 2004
M.S., Estate and Financial Planning
Eastern Michigan University 1981 — 1985
BBA, Business Management
First Merit Bank August 2012 - Present
JP Morgan April 2008 - July 2012
J.P. Morgan 1985 - 2012
JP Morgan 2007 - 2008
JP Morgan 2003 - 2007
Skills
Banking, Equities, Estate Planning, Financial Advisory, Investment Management, Investments, Management, Mortgage Lending, Pensions, Private Banking, Sales, Series 7, Team Leadership, Wealth Management, Wealth Management..., Training, Asset Managment, Financial Services, Portfolio Management, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Retirement Planning, Series 63, Strategic Financial..., Wealth, Loans, High Net Worth..., Series 24, Personal Financial..., Asset Management, Financial Planning
Education
College for Financial Planning 2001 — 2004
M.S., Estate and Financial Planning
Eastern Michigan University 1981 — 1985
BBA, Business Management
Eric Zaruba Eric Zaruba's J.P. Morgan Experience April 2012 - Present
Job Fidelity Investments
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
Charles Schwab & Company October 2009 - March 2012
Charles Schwab September 2009 - February 2011
Edward Jones Investments June 2009 - September 2009
Summit Investment Fund August 2008 - May 2009
Merrill Lynch August 2008 - December 2008
Ward's Landscaping, Inc May 2007 - January 2008
Erie Pre-Cast Concrete Products, Inc May 2001 - August 2006
Skills
Client Relationship..., Financial Planning, Financial Analysis
Education
Colorado State University 2005 — 2009
Business Administration, finance
J.P. Morgan April 2012 - Present
Charles Schwab & Company October 2009 - March 2012
Charles Schwab September 2009 - February 2011
Edward Jones Investments June 2009 - September 2009
Summit Investment Fund August 2008 - May 2009
Merrill Lynch August 2008 - December 2008
Ward's Landscaping, Inc May 2007 - January 2008
Erie Pre-Cast Concrete Products, Inc May 2001 - August 2006
Skills
Client Relationship..., Financial Planning, Financial Analysis
Education
Colorado State University 2005 — 2009
Business Administration, finance
Clay Riddell Clay Riddell's J.P. Morgan Experience October 2010 - September 2014
Job CFP®
Industry Financial Services
Experience
Bank of the West January 2015 - Present
Great-West Financial September 2014 - January 2015
J.P. Morgan October 2010 - September 2014
TD Ameritrade November 2005 - July 2009
UBS Financial Services April 2005 - August 2005
Waddell & Reed December 2002 - April 2005
Skills
Finance, Investments, Retirement Planning, Series 7, Asset Management, Portfolio Management, Series 63, Retirement, Customer Service, Investment Strategies, Asset Allocation, Wealth Management
Education
College for Financial Planning 2012 — 2014
University of Northern Colorado 1997 — 2001
Bachelor
Bank of the West January 2015 - Present
Great-West Financial September 2014 - January 2015
J.P. Morgan October 2010 - September 2014
TD Ameritrade November 2005 - July 2009
UBS Financial Services April 2005 - August 2005
Waddell & Reed December 2002 - April 2005
Skills
Finance, Investments, Retirement Planning, Series 7, Asset Management, Portfolio Management, Series 63, Retirement, Customer Service, Investment Strategies, Asset Allocation, Wealth Management
Education
College for Financial Planning 2012 — 2014
University of Northern Colorado 1997 — 2001
Bachelor
Elisabeth Bullock Ward's J.P. Morgan Experience September 2011 - June 2013
Job Associate Blue Ridge Partners
Industry Management Consulting
Experience
Blue Ridge Partners June 2015 - Present
Yale School of Management August 2013 - May 2015
PepsiCo May 2014 - August 2014
J.P. Morgan September 2011 - June 2013
J.P. Morgan October 2010 - September 2011
Ameriprise Financial Services, Inc. February 2010 - October 2010
Acorn Technology June 2009 - August 2009
Skills
Bloomberg, Trading, Hedge Funds, Investments, Asset Management, Thomson One, Business Development, Market Research, Cold Calling, Fundraising, Event Planning, Web Design, Private Equity, Financial Modeling, Series 7, Asset Allocation, Bloomberg Terminal, Leadership, Securities, Fixed Income, Valuation, Equities, Portfolio Management, Mutual Funds, Series 63
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Colorado College 2006 — 2010
BA, Economics, cum laude
Blue Ridge Partners June 2015 - Present
Yale School of Management August 2013 - May 2015
PepsiCo May 2014 - August 2014
J.P. Morgan September 2011 - June 2013
J.P. Morgan October 2010 - September 2011
Ameriprise Financial Services, Inc. February 2010 - October 2010
Acorn Technology June 2009 - August 2009
Skills
Bloomberg, Trading, Hedge Funds, Investments, Asset Management, Thomson One, Business Development, Market Research, Cold Calling, Fundraising, Event Planning, Web Design, Private Equity, Financial Modeling, Series 7, Asset Allocation, Bloomberg Terminal, Leadership, Securities, Fixed Income, Valuation, Equities, Portfolio Management, Mutual Funds, Series 63
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Colorado College 2006 — 2010
BA, Economics, cum laude
Raquel Scott Raquel Scott's J.P. Morgan Experience June 2015 - July 2015
Job Sales & Trading Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
J.P. Morgan June 2014 - July 2014
Care.com June 2013 - August 2013
Skills
Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Social Media, Windows, Time Management, Team Leadership, Leadership, English, Community Outreach, Facebook, Social Networking, Fundraising, Economics, Data Entry
Education
College of the Holy Cross 2012 — 2016
Bachelor’s Degree, Economics
Immaculate Heart Academy 2008 — 2012
High School
J.P. Morgan June 2015 - July 2015
J.P. Morgan June 2014 - July 2014
Care.com June 2013 - August 2013
Skills
Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Teamwork, Social Media, Windows, Time Management, Team Leadership, Leadership, English, Community Outreach, Facebook, Social Networking, Fundraising, Economics, Data Entry
Education
College of the Holy Cross 2012 — 2016
Bachelor’s Degree, Economics
Immaculate Heart Academy 2008 — 2012
High School
Brian Leegan's J.P. Morgan Experience July 2013 - Present
Job Executive Director Private Equity Tax at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Gleacher & Company, Inc. November 2009 - June 2013
Cowen and Company June 2006 - November 2009
Societe Generale April 2002 - June 2006
KPMG February 2001 - April 2002
PwC September 1998 - February 2001
Skills
Tax, Restructuring, Private Equity, Mergers, Management, Investment Banking, International Tax, Hedge Funds, Financial Reporting, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Accounting
Education
Fordham Gabelli School of Business 1996 — 1998
MS/MBA, Tax/Accounting
College of the Holy Cross 1990 — 1994
BA, History
University of Reading
University of Reading
J.P. Morgan July 2013 - Present
Gleacher & Company, Inc. November 2009 - June 2013
Cowen and Company June 2006 - November 2009
Societe Generale April 2002 - June 2006
KPMG February 2001 - April 2002
PwC September 1998 - February 2001
Skills
Tax, Restructuring, Private Equity, Mergers, Management, Investment Banking, International Tax, Hedge Funds, Financial Reporting, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Accounting
Education
Fordham Gabelli School of Business 1996 — 1998
MS/MBA, Tax/Accounting
College of the Holy Cross 1990 — 1994
BA, History
University of Reading
University of Reading
Carolyn Holt's J.P. Morgan Experience July 2003 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2003 - Present
Blackbird Holdings, Inc. 1999 - 2003
Education
College of the Holy Cross
BA, Economics / Accounting
J.P. Morgan July 2003 - Present
Blackbird Holdings, Inc. 1999 - 2003
Education
College of the Holy Cross
BA, Economics / Accounting
Noah Parquette, CFA's J.P. Morgan Experience April 2015 - Present
Job Vice President Equity Research at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Canaccord Genuity Inc. April 2014 - January 2015
Maxim Group October 2013 - April 2014
Global Hunter Securities April 2012 - April 2013
Cantor Fitzgerald June 2007 - March 2012
Bear Stearns June 2001 - March 2006
Skills
Capital Markets, Equity Research, Valuation, Financial Modeling, Equities, Investment Banking, Economics, Finance, Hedge Funds, Private Equity, Due Diligence, Fixed Income, Investments, Derivatives
Education
Colgate University 1999 — 2001
BA, Classical Studies
University of Chicago 1997 — 1999
BHS 1993 — 1997
New York University
J.P. Morgan April 2015 - Present
Canaccord Genuity Inc. April 2014 - January 2015
Maxim Group October 2013 - April 2014
Global Hunter Securities April 2012 - April 2013
Cantor Fitzgerald June 2007 - March 2012
Bear Stearns June 2001 - March 2006
Skills
Capital Markets, Equity Research, Valuation, Financial Modeling, Equities, Investment Banking, Economics, Finance, Hedge Funds, Private Equity, Due Diligence, Fixed Income, Investments, Derivatives
Education
Colgate University 1999 — 2001
BA, Classical Studies
University of Chicago 1997 — 1999
BHS 1993 — 1997
New York University
Jim Swiatkowski's J.P. Morgan Experience May 2006 - May 2007
Job Senior Product Associate Alternative Investments MultiFonds
Industry Financial Services
Experience
Multifonds January 2013 - Present
Multifonds January 2011 - January 2013
Multifonds July 2008 - January 2011
JPMorgan May 2007 - July 2008
J.P. Morgan May 2006 - May 2007
Skills
Alternative Investments, Portfolio Management, Accounting, Private Equity, Investments, Mutual Funds, Product Development, Hedge Funds, Equities, Financial Analysis, Fixed Income, Derivatives, Bloomberg, Securities, Fund Accounting, Financial Services
Education
College of the Holy Cross 2001 — 2005
Bachelor of Arts, Economics
Boston College High School 1997 — 2001
Multifonds January 2013 - Present
Multifonds January 2011 - January 2013
Multifonds July 2008 - January 2011
JPMorgan May 2007 - July 2008
J.P. Morgan May 2006 - May 2007
Skills
Alternative Investments, Portfolio Management, Accounting, Private Equity, Investments, Mutual Funds, Product Development, Hedge Funds, Equities, Financial Analysis, Fixed Income, Derivatives, Bloomberg, Securities, Fund Accounting, Financial Services
Education
College of the Holy Cross 2001 — 2005
Bachelor of Arts, Economics
Boston College High School 1997 — 2001
John J. Finn's J.P. Morgan Experience October 2012 - July 2013
Job Senior Vice President at Eaton Partners
Industry Financial Services
Experience
Eaton Partners, LLC April 2015 - Present
Eaton Partners July 2013 - March 2015
J.P. Morgan October 2012 - July 2013
Select Equity Group, L.P. April 2008 - August 2010
Bear Stearns & Co. July 2006 - March 2008
Citi May 2004 - June 2006
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Asset Management, Capital Markets, Portfolio Management, Fixed Income, New Business Development, Business Strategy, Relationship Management, Due Diligence, Corporate Finance, Private Placements, Financial Analysis, Investor Relations, Customer Relations, Series 7, Series 66
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (M.B.A.), Alternative Investments
Colgate University 1999 — 2002
Bachelor's Degree
The Lawrenceville School
Eaton Partners, LLC April 2015 - Present
Eaton Partners July 2013 - March 2015
J.P. Morgan October 2012 - July 2013
Select Equity Group, L.P. April 2008 - August 2010
Bear Stearns & Co. July 2006 - March 2008
Citi May 2004 - June 2006
Skills
Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Asset Management, Capital Markets, Portfolio Management, Fixed Income, New Business Development, Business Strategy, Relationship Management, Due Diligence, Corporate Finance, Private Placements, Financial Analysis, Investor Relations, Customer Relations, Series 7, Series 66
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (M.B.A.), Alternative Investments
Colgate University 1999 — 2002
Bachelor's Degree
The Lawrenceville School
Brian Eckert's J.P. Morgan Experience January 2015 - Present
Job Executive Director, Global Custody Product at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
JP Morgan June 2010 - January 2015
JP Morgan July 2004 - June 2010
Brown Brothers Harriman August 2002 - July 2004
Brown Brothers Harriman August 2000 - August 2002
Skills
Fixed Income, Global Custody, Prime Brokerage, Investment Management, Investments, Hedge Funds, Alternative Investments, Securities, Trading, Equities, Bloomberg, Derivatives, Capital Markets, Electronic Trading, Trading Systems, Bonds, Series 63, Series 7, Options, Mutual Funds
Education
College of the Holy Cross 1996 — 2000
BA, Psychology, Economics
J.P. Morgan January 2015 - Present
JP Morgan June 2010 - January 2015
JP Morgan July 2004 - June 2010
Brown Brothers Harriman August 2002 - July 2004
Brown Brothers Harriman August 2000 - August 2002
Skills
Fixed Income, Global Custody, Prime Brokerage, Investment Management, Investments, Hedge Funds, Alternative Investments, Securities, Trading, Equities, Bloomberg, Derivatives, Capital Markets, Electronic Trading, Trading Systems, Bonds, Series 63, Series 7, Options, Mutual Funds
Education
College of the Holy Cross 1996 — 2000
BA, Psychology, Economics
Jo Kosewski's J.P. Morgan Experience May 2015 - Present
Job Asset Management Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan September 2014 - May 2015
School the World 2009 - 2013
Hibiscus Tours for Women 2006 - 2011
Lehman Brothers 1999 - 2001
Chase Securities 1992 - 1999
KPMG Corporate Finance 1987 - 1990
Skills
Capital Markets, Investment Banking, Mergers, Mergers, Personal Development, Public Speaking, Start-ups, Strategic Planning, Strategy
Education
New York University 2001 — 2002
CFP, Certified Financial Planner
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Economics
J.P. Morgan May 2015 - Present
J.P. Morgan September 2014 - May 2015
School the World 2009 - 2013
Hibiscus Tours for Women 2006 - 2011
Lehman Brothers 1999 - 2001
Chase Securities 1992 - 1999
KPMG Corporate Finance 1987 - 1990
Skills
Capital Markets, Investment Banking, Mergers, Mergers, Personal Development, Public Speaking, Start-ups, Strategic Planning, Strategy
Education
New York University 2001 — 2002
CFP, Certified Financial Planner
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
College of the Holy Cross 1981 — 1985
BA, Economics
Jim Feamster's J.P. Morgan Experience August 2011 - Present
Job Regional Associate Wholesaling at JPMorgan
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
JPMorgan October 2008 - August 2011
Education
College of Charleston 1998 — 2002
Bachelor of Science (B.S.), Finance, General
J.P. Morgan August 2011 - Present
JPMorgan October 2008 - August 2011
Education
College of Charleston 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Ted Vande Woude's J.P. Morgan Experience July 1995 - September 1997
Job Owner, Queen City K9 Services
Industry Security and Investigations
Experience
Queen City K9 Services December 1998 - Present
Thomson Financial February 2002 - June 2003
TeamVest, Inc. March 2000 - December 2000
JP Morgan July 1995 - September 1997
Morgan Stanley May 1993 - July 1995
J.P. Morgan April 1989 - May 1993
J.T. Moran & Co. July 1987 - April 1989
Education
Colgate University 1983 — 1987
BA, Economics
Cold Spring Harbor High School 1979 — 1983
Queen City K9 Services December 1998 - Present
Thomson Financial February 2002 - June 2003
TeamVest, Inc. March 2000 - December 2000
JP Morgan July 1995 - September 1997
Morgan Stanley May 1993 - July 1995
J.P. Morgan April 1989 - May 1993
J.T. Moran & Co. July 1987 - April 1989
Education
Colgate University 1983 — 1987
BA, Economics
Cold Spring Harbor High School 1979 — 1983
John Sobala's J.P. Morgan Experience November 2014 - Present
Job Vice President and Assistant General Counsel, Derivatives Practice Group at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
AllianceBernstein July 2012 - November 2014
Citi May 2011 - July 2012
Citigroup October 2007 - May 2011
United States Department of Justice, U.S. Attorney’s Office June 2004 - September 2004
United States Department of Justice, Antitrust Division, Washington, D.C. October 2002 - July 2003
Crowell and Moring, LLP May 2000 - August 2000
Skills
Derivatives, Fixed Income, Swaps, Prime Brokerage, Hedge Funds, Securities, Asset Managment
Education
Loyola University New Orleans College of Law 2003 — 2006
JD, Common Law and International Law
Colgate University 2000 — 2002
BA, Political Science
Phillips Exeter Academy 1996 — 1998
J.P. Morgan November 2014 - Present
AllianceBernstein July 2012 - November 2014
Citi May 2011 - July 2012
Citigroup October 2007 - May 2011
United States Department of Justice, U.S. Attorney’s Office June 2004 - September 2004
United States Department of Justice, Antitrust Division, Washington, D.C. October 2002 - July 2003
Crowell and Moring, LLP May 2000 - August 2000
Skills
Derivatives, Fixed Income, Swaps, Prime Brokerage, Hedge Funds, Securities, Asset Managment
Education
Loyola University New Orleans College of Law 2003 — 2006
JD, Common Law and International Law
Colgate University 2000 — 2002
BA, Political Science
Phillips Exeter Academy 1996 — 1998
Kiley Britt's J.P. Morgan Experience July 2013 - Present
Job Institutional Investor Services Sales
Industry Investment Banking
Graeme McKillop's J.P. Morgan Experience December 2013 - Present
Job Associate Product Development at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2013 - Present
Citco Fund Services November 2010 - December 2013
Citco March 2010 - November 2010
Cogsdale Corporation May 2008 - October 2008
Allied Irish Banks January 2007 - December 2007
Skills
Derivatives, Equities, Bonds, Account Reconciliation, Hedge Funds, Data Analysis, Project Rollouts, Smartstream TLM, Financial Analysis, Options, Swaps, Financial Markets, Trading, Risk Management, Portfolio Management, Prime Brokerage, Capital Markets
Education
University of Prince Edward Island 2003 — 2008
BBA (Co-operative Education), International Business
College of Charleston 2006 — 2006
Bachelor of Business Administration, International Business
Three Oak Senior High
J.P. Morgan December 2013 - Present
Citco Fund Services November 2010 - December 2013
Citco March 2010 - November 2010
Cogsdale Corporation May 2008 - October 2008
Allied Irish Banks January 2007 - December 2007
Skills
Derivatives, Equities, Bonds, Account Reconciliation, Hedge Funds, Data Analysis, Project Rollouts, Smartstream TLM, Financial Analysis, Options, Swaps, Financial Markets, Trading, Risk Management, Portfolio Management, Prime Brokerage, Capital Markets
Education
University of Prince Edward Island 2003 — 2008
BBA (Co-operative Education), International Business
College of Charleston 2006 — 2006
Bachelor of Business Administration, International Business
Three Oak Senior High
Mark Ughetta's J.P. Morgan Experience January 1998 - December 1999
Job Commission Express
Industry Real Estate
Experience
Commission Express June 2013 - Present
Bohland & Graham June 2008 - Present
Wells Fargo Insurance Services January 2012 - July 2013
MetLife March 2011 - December 2011
Wachovia, A Wells Fargo Company January 2000 - June 2008
J.P. Morgan January 1998 - December 1999
Skills
Real Estate Transactions, Real Estate, Closings, Factoring, Investments, Investment Properties, Underwriting, Risk Management, Insurance, Strategic Planning, Asset Management, Mergers & Acquisitions, Financial Modeling, Sales Commission
Education
Colgate University 1991 — 1995
BA, Philosophy, Religion, Economics
The Lawrenceville School 1989 — 1991
Graduate, Communication and Media Studies
Commission Express June 2013 - Present
Bohland & Graham June 2008 - Present
Wells Fargo Insurance Services January 2012 - July 2013
MetLife March 2011 - December 2011
Wachovia, A Wells Fargo Company January 2000 - June 2008
J.P. Morgan January 1998 - December 1999
Skills
Real Estate Transactions, Real Estate, Closings, Factoring, Investments, Investment Properties, Underwriting, Risk Management, Insurance, Strategic Planning, Asset Management, Mergers & Acquisitions, Financial Modeling, Sales Commission
Education
Colgate University 1991 — 1995
BA, Philosophy, Religion, Economics
The Lawrenceville School 1989 — 1991
Graduate, Communication and Media Studies
Jaime A. Torres Jr.'s J.P. Morgan Experience October 2013 - July 2014
Job Investment Advisory, Sales and Relationship Management
Industry Investment Management
Experience
RBC Wealth Management July 2014 - August 2015
J.P. Morgan October 2013 - July 2014
Deutsche Bank July 2007 - November 2012
Salomon Smith Barney February 2001 - July 2007
Ziff-Davis Publishing 1997 - 1999
Skills
Capital Markets, Fixed Income, Structured Products, Derivatives, Equities, Investment Banking, Bloomberg, FX Options, Hedge Funds, Portfolio Management, Series 7, Alternative Investments, Wealth Management, Banking, Private Banking, Emerging Markets, Asset Managment, Financial Modeling, Investments, Financial Markets, Asset Management, Bonds, Electronic Trading, Equity Derivatives, Investment Management, Investment Strategies, Securities, Trading, Trading Systems
Education
College of the Atlantic
Bachelor of Arts (B.A.), Human Ecology
RBC Wealth Management July 2014 - August 2015
J.P. Morgan October 2013 - July 2014
Deutsche Bank July 2007 - November 2012
Salomon Smith Barney February 2001 - July 2007
Ziff-Davis Publishing 1997 - 1999
Skills
Capital Markets, Fixed Income, Structured Products, Derivatives, Equities, Investment Banking, Bloomberg, FX Options, Hedge Funds, Portfolio Management, Series 7, Alternative Investments, Wealth Management, Banking, Private Banking, Emerging Markets, Asset Managment, Financial Modeling, Investments, Financial Markets, Asset Management, Bonds, Electronic Trading, Equity Derivatives, Investment Management, Investment Strategies, Securities, Trading, Trading Systems
Education
College of the Atlantic
Bachelor of Arts (B.A.), Human Ecology
Ryan O'Connor, CFA's J.P. Morgan Experience May 2014 - Present
Job SPG Sales at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan June 2011 - April 2014
Putnam Investments January 2010 - June 2011
Putnam Investments November 2008 - January 2010
Fidelity Investments June 2007 - August 2007
Education
College of the Holy Cross 2004 — 2008
Biology, Pre-Med
Boston College High School 2000 — 2004
J.P. Morgan May 2014 - Present
J.P. Morgan June 2011 - April 2014
Putnam Investments January 2010 - June 2011
Putnam Investments November 2008 - January 2010
Fidelity Investments June 2007 - August 2007
Education
College of the Holy Cross 2004 — 2008
Biology, Pre-Med
Boston College High School 2000 — 2004
Stephen Betz's J.P. Morgan Experience June 2015 - August 2015
Job Accounting Operations & Client Services Professional|Business Analysis|Creative Problem Solver|Seeking New Oppurtunity
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
J.P. Morgan January 2015 - March 2015
State Street October 2014 - January 2015
State Street Bank October 2008 - February 2014
Mail Boxes October 1996 - May 1999
Skills
Accounting, Private Equity, Auditing, Financial Services, Account Reconciliation, Funding, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Financial Analysis, Management
Education
College of San Mateo 1989 — 1991
Culinary Arts
J.P. Morgan June 2015 - August 2015
J.P. Morgan January 2015 - March 2015
State Street October 2014 - January 2015
State Street Bank October 2008 - February 2014
Mail Boxes October 1996 - May 1999
Skills
Accounting, Private Equity, Auditing, Financial Services, Account Reconciliation, Funding, Mutual Funds, Securities, Bloomberg, Fixed Income, Equities, Financial Analysis, Management
Education
College of San Mateo 1989 — 1991
Culinary Arts
Keith Sauls, CFA's J.P. Morgan Experience February 2014 - March 2015
Job Managing Partner at Exeter Venture Group
Industry Venture Capital & Private Equity
Experience
Exeter Venture Group January 2000 - Present
AppleGold Investment Company 1999 - Present
J.P. Morgan February 2014 - March 2015
College of Charleston 2012 - 2015
GenSpring Family Offices 2004 - January 2014
Crawford Investment Counsel 2008 - February 2010
Bessemer Trust 2002 - 2004
Liveoak Equity Partners 2000 - 2001
City Capital Counseling 1998 - 1999
SunTrust Bank 1994 - 1998
Skills
Early Stage Ventures, New Business Development, Nonprofits, Planned Giving, Financial Markets, Investments, Portfolio Management, Asset Management
Education
Atlanta/South Carolina CFA Society 2004 — 2011
Member, Chartered Financial Analyst
Emory University - Goizueta Business School 2000 — 2001
MBA, Finance and E-Commerce
College of Charleston 1986 — 1990
BBA, Business Administration-Capital Markets
Exeter Venture Group January 2000 - Present
AppleGold Investment Company 1999 - Present
J.P. Morgan February 2014 - March 2015
College of Charleston 2012 - 2015
GenSpring Family Offices 2004 - January 2014
Crawford Investment Counsel 2008 - February 2010
Bessemer Trust 2002 - 2004
Liveoak Equity Partners 2000 - 2001
City Capital Counseling 1998 - 1999
SunTrust Bank 1994 - 1998
Skills
Early Stage Ventures, New Business Development, Nonprofits, Planned Giving, Financial Markets, Investments, Portfolio Management, Asset Management
Education
Atlanta/South Carolina CFA Society 2004 — 2011
Member, Chartered Financial Analyst
Emory University - Goizueta Business School 2000 — 2001
MBA, Finance and E-Commerce
College of Charleston 1986 — 1990
BBA, Business Administration-Capital Markets
Niyi Adebamiro's J.P. Morgan Experience July 2010 - Present
Job Inflation Trading at JP Morgan
Industry Financial Services
Experience
J.P. Morgan July 2010 - Present
J.P. Morgan July 2009 - July 2010
J.P. Morgan June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Education
Colgate University 2004 — 2008
BA, Economics, Applied Mathematics
J.P. Morgan July 2010 - Present
J.P. Morgan July 2009 - July 2010
J.P. Morgan June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Education
Colgate University 2004 — 2008
BA, Economics, Applied Mathematics
John Zutter's J.P. Morgan Experience January 2006 - April 2014
Job Executive Vice President, Corporate Finance
Industry Financial Services
Experience
Santander Consumer USA Inc. June 2015 - Present
Santander Consumer USA Inc. August 2014 - June 2015
Santander Consumer USA Inc. April 2014 - August 2014
J.P. Morgan January 2006 - April 2014
Education
Dartmouth College 2005 — 2005
Business Bridge Program, Business Administration and Management, General
Colgate University 2001 — 2005
BA, Political Science
Kent
Santander Consumer USA Inc. June 2015 - Present
Santander Consumer USA Inc. August 2014 - June 2015
Santander Consumer USA Inc. April 2014 - August 2014
J.P. Morgan January 2006 - April 2014
Education
Dartmouth College 2005 — 2005
Business Bridge Program, Business Administration and Management, General
Colgate University 2001 — 2005
BA, Political Science
Kent
Cynthia Sanossian's J.P. Morgan Experience September 2010 - August 2011
Job Director FX Prime Brokerage CSR at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2011 - Present
J.P. Morgan September 2010 - August 2011
J.P. Morgan June 2009 - November 2010
J.P. Morgan July 2007 - June 2009
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics
Morgan Stanley August 2011 - Present
J.P. Morgan September 2010 - August 2011
J.P. Morgan June 2009 - November 2010
J.P. Morgan July 2007 - June 2009
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts (B.A.), Economics
Jaime Kurtz's J.P. Morgan Experience February 2015 - Present
Job Vice President, Compliance at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
Aon Hewitt Investment Consulting, Inc. May 2014 - February 2015
Aon Hewitt Investment Consulting, Inc. October 2012 - May 2014
Driehaus Capital Management August 2010 - September 2012
FINRA November 2006 - August 2010
Education
Colorado State University 2002 — 2006
Bachelors of Business Administration, Finance
The University of Queensland 2005 — 2005
Study Abroad Program
J.P. Morgan February 2015 - Present
Aon Hewitt Investment Consulting, Inc. May 2014 - February 2015
Aon Hewitt Investment Consulting, Inc. October 2012 - May 2014
Driehaus Capital Management August 2010 - September 2012
FINRA November 2006 - August 2010
Education
Colorado State University 2002 — 2006
Bachelors of Business Administration, Finance
The University of Queensland 2005 — 2005
Study Abroad Program
Lorraine Gallagher, CFP, CTFA, CRPC's J.P. Morgan Experience July 2010 - November 2014
Job Currently searching for new opportunity in Fiduciary Administration
Industry Financial Services
Experience
J.P. Morgan July 2010 - November 2014
JPMorgan Private Bank February 1989 - July 2010
Bank One September 1984 - February 1989
MIT May 1978 - September 1980
City of Quincy September 1976 - May 1980
Skills
Wealth Management, Banking, Retirement Planning, Baking, Certified Financial..., Fixed Income, Financial Services, Asset Management, Asset Allocation, Trust & Estate, Novel Writing, Illustration & drawing, Chain Maille creation, Sewing and Design, Teddy Bears, Customer Service
Education
Wilton 2012 — 2012
Cake decorating, Pass
College of Financial Planning
Chartered Retirement Planning Councelor, Retirement Planning
JPMorgan Trust School I, II, III & IV 2003 — 2007
CTFA, Trust and estate administration
College of DuPage 1988 — 1992
Graphic Arts & Illustration, A's for every course
Wheaton College 1981 — 1985
Lit/Psych, English
J.P. Morgan July 2010 - November 2014
JPMorgan Private Bank February 1989 - July 2010
Bank One September 1984 - February 1989
MIT May 1978 - September 1980
City of Quincy September 1976 - May 1980
Skills
Wealth Management, Banking, Retirement Planning, Baking, Certified Financial..., Fixed Income, Financial Services, Asset Management, Asset Allocation, Trust & Estate, Novel Writing, Illustration & drawing, Chain Maille creation, Sewing and Design, Teddy Bears, Customer Service
Education
Wilton 2012 — 2012
Cake decorating, Pass
College of Financial Planning
Chartered Retirement Planning Councelor, Retirement Planning
JPMorgan Trust School I, II, III & IV 2003 — 2007
CTFA, Trust and estate administration
College of DuPage 1988 — 1992
Graphic Arts & Illustration, A's for every course
Wheaton College 1981 — 1985
Lit/Psych, English
Kevin Colleluori's J.P. Morgan Experience May 2012 - June 2012
Job Account Manager, Capital Markets at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems November 2013 - Present
TEKsystems June 2010 - October 2013
J.P. Morgan May 2012 - June 2012
Tullett Prebon June 2008 - August 2008
Skills
Talent Acquisition, Technical Recruiting, Staffing Services, Internet Recruiting, Applicant Tracking..., Contract Recruitment, Temporary Placement, Screening Resumes, College Recruiting, Sourcing, Screening, Recruiting, Benefits Negotiation, Management
Education
Colgate University 2005 — 2009
Bachelor of Arts, Sociology and Anthropology
TEKsystems November 2013 - Present
TEKsystems June 2010 - October 2013
J.P. Morgan May 2012 - June 2012
Tullett Prebon June 2008 - August 2008
Skills
Talent Acquisition, Technical Recruiting, Staffing Services, Internet Recruiting, Applicant Tracking..., Contract Recruitment, Temporary Placement, Screening Resumes, College Recruiting, Sourcing, Screening, Recruiting, Benefits Negotiation, Management
Education
Colgate University 2005 — 2009
Bachelor of Arts, Sociology and Anthropology
Jessica McIntosh's J.P. Morgan Experience September 2015 - Present
Job Sr. Marketing Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
JPMorgan Chase & Co. February 2002 - August 2015
Career Group Inc. February 2001 - February 2002
Skills
Customer Service, Research, Social Media, Event Planning, Editing
Education
College of Charleston 1996 — 2000
BA, Elementary Education
J.P. Morgan September 2015 - Present
JPMorgan Chase & Co. February 2002 - August 2015
Career Group Inc. February 2001 - February 2002
Skills
Customer Service, Research, Social Media, Event Planning, Editing
Education
College of Charleston 1996 — 2000
BA, Elementary Education
Stephenie Bantug's J.P. Morgan Experience March 2011 - March 2014
Job Licensed Relationship Banker
Industry Financial Services
Experience
Mary Kay Cosmetics October 2010 - Present
Admit One DJs November 2008 - Present
J.P. Morgan March 2011 - March 2014
Outback Steakhouse February 2006 - October 2010
Gretchen talley March 2004 - May 2007
Skills
Sales, Microsoft Office, Customer Service
Education
Roosevelt University 2015 — 2017
Masters in secondary education, Secondary Education and Teaching
Northern Illinois University 2005 — 2008
BA, Art History
College of DuPage 2003 — 2005
Assoc. Arts, Art
Mary Kay Cosmetics October 2010 - Present
Admit One DJs November 2008 - Present
J.P. Morgan March 2011 - March 2014
Outback Steakhouse February 2006 - October 2010
Gretchen talley March 2004 - May 2007
Skills
Sales, Microsoft Office, Customer Service
Education
Roosevelt University 2015 — 2017
Masters in secondary education, Secondary Education and Teaching
Northern Illinois University 2005 — 2008
BA, Art History
College of DuPage 2003 — 2005
Assoc. Arts, Art
Katy Calmet's J.P. Morgan Experience July 2007 - Present
Job
Industry Banking
Experience
J.P. Morgan July 2007 - Present
Education
College of Lake County 1986 — 1988
Associate's degree, General Studies
J.P. Morgan July 2007 - Present
Education
College of Lake County 1986 — 1988
Associate's degree, General Studies
Joe McShane's J.P. Morgan Experience September 2015 - Present
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2015 - Present
JPMorgan Chase February 2014 - September 2015
JPMorgan Chase October 2012 - January 2014
JPMorgan Chase September 2010 - October 2012
JPMorgan Chase July 2010 - September 2010
Verizon June 2009 - August 2009
Verizon June 2008 - August 2008
Skills
Credit Analysis, Banking, Credit, Financial Modeling, Portfolio Management, Underwriting, Financial Analysis, Risk Management, Valuation, Financial Risk
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Political Science
J.P. Morgan September 2015 - Present
JPMorgan Chase February 2014 - September 2015
JPMorgan Chase October 2012 - January 2014
JPMorgan Chase September 2010 - October 2012
JPMorgan Chase July 2010 - September 2010
Verizon June 2009 - August 2009
Verizon June 2008 - August 2008
Skills
Credit Analysis, Banking, Credit, Financial Modeling, Portfolio Management, Underwriting, Financial Analysis, Risk Management, Valuation, Financial Risk
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts, Political Science
Michael Buckley's J.P. Morgan Experience July 2012 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
United States Marine Corps - Embedded Training Team 1-11 November 2008 - August 2010
United States Marine Corps - 1st Battalion, 3rd Marine Regiment January 2005 - July 2008
Education
NYU Stern School of Business 2010 — 2012
MBA, Finance, Financial Instruments and Markets
College of the Holy Cross 1999 — 2003
BA, Economics, minor in Accounting
St. John's Prep
J.P. Morgan July 2012 - Present
Bank of America Merrill Lynch June 2011 - August 2011
United States Marine Corps - Embedded Training Team 1-11 November 2008 - August 2010
United States Marine Corps - 1st Battalion, 3rd Marine Regiment January 2005 - July 2008
Education
NYU Stern School of Business 2010 — 2012
MBA, Finance, Financial Instruments and Markets
College of the Holy Cross 1999 — 2003
BA, Economics, minor in Accounting
St. John's Prep
Helen McGreevy's J.P. Morgan Experience 1997 - 2000
Job Pension Industry Professional
Industry Insurance
Experience
American General Life Companies 2000 - 2010
J.P. Morgan 1997 - 2000
Skills
Insurance, Employee Benefits, Outlook, Asset Management, Pensions, Investments, Defined Contribution, Defined Benefit, Pension Funds, Mutual Funds, Sales, Fixed Annuities, Underwriting
Education
College of Saint Elizabeth 1961 — 1965
BA, English
American General Life Companies 2000 - 2010
J.P. Morgan 1997 - 2000
Skills
Insurance, Employee Benefits, Outlook, Asset Management, Pensions, Investments, Defined Contribution, Defined Benefit, Pension Funds, Mutual Funds, Sales, Fixed Annuities, Underwriting
Education
College of Saint Elizabeth 1961 — 1965
BA, English
Douglas Lloyd's J.P. Morgan Experience 2007 - Present
Job Executive Director, Tax Oriented Investments / Affordable Housing
Industry Real Estate
Experience
J.P. Morgan 2007 - Present
MassHousing 2001 - 2007
Robinson & Cole LLP, Rudnick & Wolfe LLP (now DLA Piper), Planning Resources Inc. 1993 - 2000
Skills
Affordable Housing, Leases, Investments, LIHTC, Finance, Loans, Commercial Real Estate, Underwriting, Real Estate Economics, Due Diligence, Investors, Asset Management, Zoning, Investment Properties, Real Estate Development, Real Estate
Education
Massachusetts Institute of Technology
M.S. in Real Estate Development
Iowa State University
Master of Community & Regional Planning, Master of Architecture
College of the Holy Cross
Bachelor of Arts (B.A.), Economics
J.P. Morgan 2007 - Present
MassHousing 2001 - 2007
Robinson & Cole LLP, Rudnick & Wolfe LLP (now DLA Piper), Planning Resources Inc. 1993 - 2000
Skills
Affordable Housing, Leases, Investments, LIHTC, Finance, Loans, Commercial Real Estate, Underwriting, Real Estate Economics, Due Diligence, Investors, Asset Management, Zoning, Investment Properties, Real Estate Development, Real Estate
Education
Massachusetts Institute of Technology
M.S. in Real Estate Development
Iowa State University
Master of Community & Regional Planning, Master of Architecture
College of the Holy Cross
Bachelor of Arts (B.A.), Economics
Gerard Selvaggio's J.P. Morgan Experience January 2013 - June 2014
Job Director Petrochemicals at Noble Americas
Industry Banking
Experience
Noble Americas July 2014 - Present
J.P. Morgan January 2013 - June 2014
J.P. Morgan July 2010 - December 2012
RBS Sempra Commodities August 2007 - June 2010
Skills
Bloomberg, Fixed Income, Hedge Funds, Capital Markets, Derivatives
Education
College of the Holy Cross 2003 — 2007
BA, Economics
Noble Americas July 2014 - Present
J.P. Morgan January 2013 - June 2014
J.P. Morgan July 2010 - December 2012
RBS Sempra Commodities August 2007 - June 2010
Skills
Bloomberg, Fixed Income, Hedge Funds, Capital Markets, Derivatives
Education
College of the Holy Cross 2003 — 2007
BA, Economics
Shivanthi Edwards's J.P. Morgan Experience May 1996 - June 1997
Job Project Manager at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte September 2012 - Present
Advantage Benefits Consultants, Inc. March 1999 - September 2012
United Asset Management November 1997 - February 1999
J.P. Morgan May 1996 - June 1997
Federated Investors, Inc. December 1995 - May 1996
Fidelity Investments January 1993 - June 1994
Skills
Portfolio Management, Financial Modeling
Education
Suffolk University - Sawyer School of Management 1994 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
College of Our Lady of the Elms 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management (Double Major)
Deloitte September 2012 - Present
Advantage Benefits Consultants, Inc. March 1999 - September 2012
United Asset Management November 1997 - February 1999
J.P. Morgan May 1996 - June 1997
Federated Investors, Inc. December 1995 - May 1996
Fidelity Investments January 1993 - June 1994
Skills
Portfolio Management, Financial Modeling
Education
Suffolk University - Sawyer School of Management 1994 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
College of Our Lady of the Elms 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management (Double Major)
Jonathan Greenglass's J.P. Morgan Experience 2008 - 2008
Job Head of Finance & Operations at Imgur
Industry Internet
Experience
Imgur May 2014 - Present
LUMA Partners LLC 2011 - May 2014
Sandler O'Neill 2009 - 2011
J.P. Morgan 2008 - 2008
Skills
Series 79, Series 7, Series 63, Financial Modeling, Financial Analysis, Digital Media, Valuation, M&A experience, Capital Raising, Awesomeness
Education
College of the Holy Cross
Imgur May 2014 - Present
LUMA Partners LLC 2011 - May 2014
Sandler O'Neill 2009 - 2011
J.P. Morgan 2008 - 2008
Skills
Series 79, Series 7, Series 63, Financial Modeling, Financial Analysis, Digital Media, Valuation, M&A experience, Capital Raising, Awesomeness
Education
College of the Holy Cross
Clifford Giles's J.P. Morgan Experience July 2012 - Present
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
Chase Investment Services Corp. January 2009 - June 2012
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Series 63, Portfolio Management, Investments, Asset Allocation, Equities, Investment Advisory, Fixed Income, Securities
Education
College for Financial Planning 1993 — 1995
CFP 1995, Financial Planning and Services
Nassau Community College 1971 — 1973
CRTT, Cardiopulmonary Technology/Technologist
J.P. Morgan July 2012 - Present
Chase Investment Services Corp. January 2009 - June 2012
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Series 63, Portfolio Management, Investments, Asset Allocation, Equities, Investment Advisory, Fixed Income, Securities
Education
College for Financial Planning 1993 — 1995
CFP 1995, Financial Planning and Services
Nassau Community College 1971 — 1973
CRTT, Cardiopulmonary Technology/Technologist
Brian Farrales's J.P. Morgan Experience March 2015 - Present
Job Bank Operations Specialist
Industry Banking
Experience
J.P. Morgan March 2015 - Present
J.P. Morgan August 2013 - March 2015
JPMorgan Chase & Co. May 2012 - July 2013
Sedgwick CMS January 2012 - April 2012
BMO Harris Bank April 2007 - December 2011
National City Bank July 2006 - April 2007
Skills
Loans, Credit, Banking, Underwriting, 10 Key, Lotus Notes, Insurance, Data Entry, Mortgage Lending, Outlook, Risk Management, Software Documentation, Access, Customer Service, Auditing, Financial Risk, Filing, Microsoft Excel, Accounting, Financial Analysis
Education
Northern Illinois University 2003 — 2006
B.A., Communications
College of DuPage 1999 — 2003
A.A.S., Multimedia Arts
J.P. Morgan March 2015 - Present
J.P. Morgan August 2013 - March 2015
JPMorgan Chase & Co. May 2012 - July 2013
Sedgwick CMS January 2012 - April 2012
BMO Harris Bank April 2007 - December 2011
National City Bank July 2006 - April 2007
Skills
Loans, Credit, Banking, Underwriting, 10 Key, Lotus Notes, Insurance, Data Entry, Mortgage Lending, Outlook, Risk Management, Software Documentation, Access, Customer Service, Auditing, Financial Risk, Filing, Microsoft Excel, Accounting, Financial Analysis
Education
Northern Illinois University 2003 — 2006
B.A., Communications
College of DuPage 1999 — 2003
A.A.S., Multimedia Arts
Brian Fitzsimmons's J.P. Morgan Experience April 2013 - Present
Job J. P. Morgan, Head of U.S. Inflation, Executive Director
Industry Banking
Experience
J.P. Morgan April 2013 - Present
Credit Suisse 2001 - April 2013
Skills
inflation-indexed bond, Inflation Swaps, Inflation, Fixed Income, Trading, Bonds, Capital Markets
Education
College of the Holy Cross 1996 — 2000
Bachelor of Arts (B.A.)
J.P. Morgan April 2013 - Present
Credit Suisse 2001 - April 2013
Skills
inflation-indexed bond, Inflation Swaps, Inflation, Fixed Income, Trading, Bonds, Capital Markets
Education
College of the Holy Cross 1996 — 2000
Bachelor of Arts (B.A.)
Emily Mendes's J.P. Morgan Experience July 2011 - Present
Job Student at College of the Redwoods
Industry Banking
Experience
J.P. Morgan July 2011 - Present
Education
College of the Redwoods 2011 — 2013
J.P. Morgan July 2011 - Present
Education
College of the Redwoods 2011 — 2013
Kevin English's J.P. Morgan Experience January 2000 - August 2013
Job Chief Operating Officer at Brookfield Investment Management
Industry Financial Services
Experience
Brookfield Investment Management August 2013 - Present
J.P. Morgan January 2000 - August 2013
Robert Fleming 1999 - 2000
Skills
Financial Services, Middle Office, Investment Banking, Prime Brokerage, Options, Equities, Equity Swaps
Education
Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
College of the Holy Cross 1995 — 1999
Bachelor of Science (BS), Economics
Brookfield Investment Management August 2013 - Present
J.P. Morgan January 2000 - August 2013
Robert Fleming 1999 - 2000
Skills
Financial Services, Middle Office, Investment Banking, Prime Brokerage, Options, Equities, Equity Swaps
Education
Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
College of the Holy Cross 1995 — 1999
Bachelor of Science (BS), Economics
Josie Owens's J.P. Morgan Experience January 2012 - June 2012
Job Hospitality Professional
Industry Hospitality
Experience
J.P. Morgan January 2012 - June 2012
Virginia's Resort 2009 - 2012
Skills
Making others SMILE,...
Education
Collins College 1999 — 2001
Associate of Arts (AA), Design and Visual Communications, General
J.P. Morgan January 2012 - June 2012
Virginia's Resort 2009 - 2012
Skills
Making others SMILE,...
Education
Collins College 1999 — 2001
Associate of Arts (AA), Design and Visual Communications, General
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.