J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
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
J.P. Morgan 2013 - Present
Education
Columbia Engineering 1993 — 1995
MS
Northeastern University 1986 — 1991
BS
Northeastern University 1986 — 1991
J.P. Morgan February 2013 - Present
Skills
Financial Modeling, Corporate Finance, Private Equity, Investment Banking, Valuation, Capital Markets, Emerging Markets, Corporate Development, Financial Analysis, Due Diligence, Mergers & Acquisitions, Strategy, Management, Business Strategy, Management Consulting, Investments, Product Management
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Northwestern University
BA
Four LLC May 2014 - Present
Google 2013 - 2013
J.P. Morgan July 2007 - June 2012
Pfizer 2006 - 2006
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Value Investing Program, Dean's List
University of Michigan 2002 — 2007
Bachelor's of Economics
J.P. Morgan June 2012 - Present
Chase July 2006 - June 2012
ComEd November 2009 - December 2010
Azucar Enterprises September 2009 - October 2009
ThinkInc. Strategy & Th!nkArt January 2009 - April 2009
International Latino Cultural Center of Chicago January 2008 - April 2008
Skills
Event Planning, Corporate Communications, Non-profit..., Public Relations, Media Relations, Marketing Communications, Retail Banking, Customer Service, Administrative Support, Event Management, Nonprofits, Sales, Banking, Account Management
Education
Columbia College Chicago 2005 — 2009
BA, Marketing Communications, Public Relations
KPMG February 2015 - Present
J.P. Morgan May 2012 - January 2015
Lockheed Martin June 2011 - May 2012
ProBuild Holdings May 2010 - August 2010
HEIT, Inc. April 2009 - August 2009
Skills
Program Management, Budgets, Financial Analysis, Series 7, Series 63, Analysis, Finance, Project Planning
Education
Colorado State University 2007 — 2011
Bachelor of Science, Business Administration
Medidata Solutions 2015 - Present
Dataminr, Inc. November 2013 - 2015
Gerson Lehrman Group December 2011 - November 2013
Geller & Company December 2009 - December 2011
The McGraw Hill Companies January 2003 - December 2009
Weiss, Peck & Greer Private Equity Group 1997 - 2003
J.P. Morgan 1994 - 1997
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Management
Columbia University in the City of New York 1990 — 1994
BA
Ridgewood High School
Ridgewood High School
H&M Executive Administrative AssistantBellevue Hospital CenterJuly 2009 - November 2009
J.P. Morgan April 2008 - July 2008
Allianz Global Investors November 2007 - February 2008
Morgan Stanley April 2007 - September 2007
Merrill Lynch October 2006 - February 2007
Skills
Fixed Income, Account Reconciliation, Research
Education
Columbia College Chicago 1994 — 1998
MGM Resorts International September 2014 - Present
J.P. Morgan January 2013 - September 2014
J.P. Morgan January 2010 - January 2013
J.P. Morgan September 2006 - January 2010
Skills
Leveraged Finance, Corporate Finance, Syndications, Commercial Lending, Banking Relationships, Financial Modeling, Financial Analysis, Credit Analysis, Credit Risk
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Bachelor of Science (B.S.)
J.P. Morgan August 2013 - Present
Noble Group January 2013 - May 2013
Noble Group July 2011 - December 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Financial Modeling, Java, Bloomberg, Financial Analysis, Social Media, Matlab, Customer Service, Hedging, Leadership, Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
Bachelor of Science (BS), Engineering/Industrial Management
J.P. Morgan May 2013 - Present
Credit Suisse 2008 - Present
JPMorgan Chase 2004 - 2006
JPMorgan Chase 2004 - 2004
JPMorgan Chase 2003 - 2004
JPMorgan Chase 2002 - 2003
JPMorgan Chase 2000 - 2002
Skills
Business Development, Business Strategy, CRM, Cross-functional Team..., Equities, Financial Modeling, Management Consulting, Strategic Partnerships, Strategy, Mergers, Management, Program Management
Education
Columbia University - Columbia Business School 2007 — 2008
BS, Masters of Business Administration
Texas A&M University
Bachelor of Science (BS), Agricultural Development and Leadership
The Lauder Institute - University of Pennsylvania 2012 - Present
Oppenheimer Capital 1999 - 2008
J.P. Morgan 1993 - 1998
Lloyds Development Capital 1987 - 1990
Skills
Portfolio Management, Equities, New Business Development, Valuation, Management Consulting, Emerging Markets, Strategy, Investments, Private Equity, Financial Modeling, Financial Analysis, Marketing Strategy, Asset Management, Fixed Income, Hedge Funds, Entrepreneurship, Due Diligence, Economics, Leadership, Venture Capital
Education
Columbia Business School 1991 — 1992
Master of Business Administration (M.B.A.), Finance
Dartmouth College 1972 — 1976
Bachelor of Arts (BA), History and Economics
J.P. Morgan January 2013 - Present
J.P. Morgan July 2012 - December 2012
Ethical Culture Fieldston School August 2010 - July 2012
Credit Suisse July 2008 - July 2010
Credit Suisse March 2007 - July 2008
Credit Suisse 2006 - 2007
Credit Suisse 2005 - 2006
Credit Suisse 2001 - 2005
Credit Suisse 1991 - 2001
Credit Suisse 1987 - 1991
Skills
Investment Banking, Compliance, Non-profits, Expense Management, Operational Risk..., AML, Credit Analysis, Capital Budgeting, Human Capital Management, Employee Engagement, Document Management, Risk Management, Business Process..., Change Management, Talent Management
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Syracuse University 1983 — 1984
MPA
Hamilton College 1979 — 1983
BA
Bank of England, Mortgage Division November 2014 - Present
J.P. Morgan May 2013 - November 2014
Buffalo Wild Wings April 2012 - May 2013
Spectator's Sports Bar and Grill June 2008 - April 2012
Skills
System Administration, Purchasing, Customer Service, Bartending, Microsoft Excel, Operations Management, Human Resources, Supervisory Skills, Staff Development, Inventory Control, Microsoft Word, PowerPoint, Microsoft Office, Finance, Outlook, Team Building, Training, Budgets, Sales, Sales Management, Management, Leadership, Marketing
Education
Colorado State University-Pueblo 2009 — 2011
BSBA, Business Management
Pueblo Community College 2007 — 2009
A.G.S, Business Administration and Management, General
Wells Fargo September 2014 - May 2015
J.P. Morgan June 2011 - November 2014
Chase June 2011 - November 2014
US Federal Government August 2013 - December 2013
Wells Fargo Advisors May 2010 - June 2011
Philadelphia Corporation for Aging September 2007 - May 2009
Wilmington Trust Retirement and Institutional Services Company January 2006 - August 2008
Wachovia Securities Financial Network April 2003 - August 2005
Skills
Business Process..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Project Management, Risk Management, Compliance, Business Analysis, Management, Google Analytics, CRM, SDLC
Education
Colorado Technical University 2013 — 2014
Organizational Leadership, Information Technology Project Management, 3.8
Colorado Technical University 2013 — 2014
Master of Science (M.S.), Management Information Systems, General, 3.89
Wilmington University 2010 — 2012
Bachelor of Science (BS), Organizational Management, 3.5
BNY Mellon July 2015 - Present
BNY Mellon May 2013 - Present
J.P. Morgan September 2012 - May 2013
BNY Mellon February 2011 - September 2012
BNY Mellon March 2010 - February 2011
BNY Mellon March 2008 - March 2010
Skills
Tax, Institutional..., Corporate Tax, Tax Law, International Tax, Hedge Funds, Mutual Funds, FATCA, 1099 Preparation, Banking, Global Custody, Securities, Withholding, Corporate Law
Education
Temple University - James E. Beasley School of Law 2008 — 2009
Master of Laws (LLM), Taxation
Syracuse University College of Law 2004 — 2007
Doctor of Law (JD), Law
Colorado State University 2000 — 2004
Bachelor of Arts (BA), Economics
Carnival Cruise Line July 2015 - Present
Columbia Business School January 2014 - May 2015
J.P. Morgan August 2012 - December 2013
J.P. Morgan January 2012 - July 2012
J.P. Morgan August 2010 - December 2011
Skills
Bloomberg, Treasury Services, Trade Finance, Liquidity Management, Liquidity, Trading, Derivatives, Investments, Investment Banking, Equities
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.), Finance
The College of Wooster 2006 — 2010
Bachelor's Degree, Economics, Mathematics
Hopkins Consult February 2006 - Present
Sand Hill Global Advisors September 2010 - September 2011
UBS Wealth Management September 2004 - February 2006
Bank of America March 2000 - October 2004
J.P. Morgan October 1997 - October 1999
Charles Schwab January 1995 - October 1997
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Strategic Planning, Credit, Business Development, Financial Modeling, Business Planning, Finance, Strategic Financial..., Fixed Income, Customer Service, Credit Analysis, Organizational..., Refinance, Market Research, Options, Retail Banking, Outsourcing, Wealth Management, Private Equity, Mergers & Acquisitions, Valuation
Education
Colorado State University 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
GCA Savvian May 2015 - Present
J.P. Morgan July 2013 - April 2015
J.P. Morgan June 2012 - August 2012
URS Corp February 2010 - May 2011
Deloitte Financial Advisory Services LLP August 2007 - February 2010
Skills
Business Strategy, Due Diligence, Financial Reporting, Financial Modeling, Valuation, Private Equity, Financial Analysis, PowerPoint, Analysis, Product Management, Corporate Finance, Strategic Planning, Business Planning, Business Valuation, Finance, Investment Banking, Capital Markets, Accounting, Equities, Equity Valuation, DCF, Venture Capital, Competitive Analysis
Education
Columbia Business School 2011 — 2013
MBA, Finance
University of Southern California 2003 — 2007
B.S., Accounting
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business Administration (Finance)
Chase Paymentech September 2014 - Present
J.P. Morgan January 2010 - May 2014
J.P. Morgan January 2005 - December 2009
Bank One March 2002 - December 2005
Skills
Treasury Sales –..., JPMorgan Chase..., Proficient in Microsoft..., Proposal Writing, Computer Application..., Public Speaking, Account Management, Management, CRM, New Business Development, Risk Management, Sales, Strategy, Sales Operations, Banking, Business Analysis, Cash Management, Credit, Financial Analysis, Financial Services, Portfolio Management, Pricing, Relationship Management, Sales Management, Treasury Management
Education
Columbia College Chicago 2012 — 2014
Master of Arts (M.A.), Interdisciplinary Arts MA
Columbia College Chicago
Bachelor of Arts (B.A.), Fine/Studio Arts, General
J.P. Morgan July 2013 - Present
J.P. Morgan September 2011 - June 2013
American Express May 2011 - August 2011
AmerAsia Capital Partners September 2010 - December 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SAS, SQL, Matlab, Bloomberg Terminal, Capital IQ, Statistics, Quantitative Finance, VBA, Financial Risk, Private Equity, Financial Modeling, Quantitative Analytics, Investment Banking, Risk Management, Valuation, Market Risk
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Master of Science (MS), Operations Research
University of California, Berkeley 2008 — 2010
Bachelor's degree, Industrial Engineering and Operations Research
J.P. Morgan May 2009 - Present
Skills
Fixed Income, Equities, Banking, Derivatives, Bloomberg, Securities, Mutual Funds, Risk Management, Series 7, Portfolio Management, Investment Banking, Back Office
Education
Colorado Technical University 2011 — 2015
Financial Forensics
University of Louisiana at Monroe 2008 — 2010
Accounting/Criminal Justice
33 Monroe Associates June 2013 - Present
HSBC Securities 2011 - 2013
BTIG, LLC 2008 - 2011
J.P. Morgan 2001 - 2005
Skills
Investments, Real Estate Economics, Real Estate Development, Disposition, Real Estate Transactions, Investment Properties, Due Diligence, Loans, Leases, Valuation, Commercial Real Estate, Portfolio Management, Brokerage, Mortgage Lending, Mergers & Acquisitions, Property Management, Financial Analysis, Corporate Real Estate, Contract Negotiation, 1031 Exchanges, Strategic Planning, Business Strategy, Business Development, Hedge Funds
Education
The University of Chicago Booth School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
Columbia College (NY) 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Poly Prep Country Day School 1981 — 1989
High School Diploma
Long & Foster Companies August 2013 - Present
MILITARY RELOCATOR REAL ESTATE AND PROPERTY MANAGEMENT October 2009 - September 2010
N.E.W. Customer Service Companies, Inc December 2006 - July 2010
J.P. Morgan June 2005 - May 2006
Kapt Mortgage February 2003 - June 2005
Skills
Leadership, Investment Properties, Foreclosures, Rentals, Real Estate, Negotiation, Training, Military, Sellers, Sales Process, Property Management, First Time Home Buyers, Buyers, Relocation, REO, Resellers, Real Estate Development, Customer Service, Construction, Purchasing, Team Building, Sales Management, Budgets, Buyer Representation, Loans, Marketing Strategy, Brokerage, Commercial Real Estate, Army, Short Sales, Real Property, Investors, Asset Management, Residential Homes, Listings, Luxury, Referrals, Public Speaking, Program Management, Team Leadership, Investments, Single Family Homes, Sales, Small Business, Selling, Entrepreneurship, Real Estate Economics, Contract Management, Microsoft Office, Townhomes
Education
Colorado Technical University 2014 — 2016
Bachelor's Degree, Marketing and Finance
Western International University 2005 — 2007
Associates, Business Management
Huston-Tillitson 1994 — 1995
Undergraduate
Centerview Partners July 2012 - Present
J.P. Morgan September 1998 - May 2012
Education
Columbia University in the City of New York 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Triumph Structures-Long Island May 2013 - Present
John Costa and Associates May 2008 - May 2013
J.P. Morgan January 2008 - May 2008
Skills
Safety Training ,..., Credit, Risk Management, Strategic Planning, Underwriting, Banking, Management Development, Leadership Development, Financial Risk, Sales Management, Customer Service, Risk Assessment, Change Management, Operational Risk..., Social Media, Event Management, Auditing, Training, Management Consulting, Due Diligence, Project Management
Education
Columbia Southern University 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Occupational Safety and Health Technology/Technician
Suffolk County Community College 1988 — 1992
Associate's degree
J.P. Morgan September 2014 - Present
Barclays Capital February 2011 - August 2014
Columbia University September 2009 - February 2011
Confidential Shanghai Hedge Fund June 2010 - August 2010
Blacksheep Capital Management, LLC December 2009 - May 2010
Skills
SQL, Java, C++, Business Analysis, Python, C#, Agile Methodologies, Linux, VBA, XML, Unix, Microsoft SQL Server, JavaScript, Matlab
Education
Columbia Engineering 2009 — 2010
Master, Computer Science
Wuhan University 2005 — 2009
Bachelor, Computer Science
Diebold February 2012 - Present
payCLT: Charlotte Payments Initiative December 2011 - Present
Bank of America July 2007 - November 2011
Deloitte Consulting September 2004 - August 2007
Siebel Systems 2004 - 2004
Avistar Communications Corporation 1999 - 2003
KPMG Consulting 1996 - 1998
First Manhattan Consulting Group 1995 - 1996
J.P. Morgan 1992 - 1995
Skills
Strategy Development, Financial Analysis, Product Management, Business Strategy, Customer Experience, Payments, Business Modeling, Mobile Payments, Distribution Channel..., Distribution Strategies, Strategy, Development Strategy, Analytics, Banking, Business Analysis, Leadership, Vendor Management, CRM, Risk Management, Business Process..., Program Management, Financial Services, Business Process, Executive Management, Business Planning, Integration, Management, Analysis, Mobile Devices, Project Portfolio..., Strategic Planning, Consulting, Entrepreneurship
Education
Columbia Business School
MBA, Finance, Operations
New York University - Leonard N. Stern School of Business
BS, Information Systems & Management
J.P. Morgan June 2015 - August 2015
MetLife January 2014 - July 2014
IBM Global Services May 2011 - January 2014
IBM Global Services August 2009 - May 2011
UBS Investment Bank June 2008 - August 2008
ARE Asset Management 2008 - 2008
Skills
Business Strategy, Business Transformation, Management Consulting, Business Analysis, Operations Research, Data Analytics, Market Research, Project Management, Data Modeling, Organization..., Operations Management, Business Process..., Business Process..., Change Management, Strategy, Business Process..., Strategic Planning, Problem Solving, Corporate Strategy, Business Development, Data Analysis, Business Analytics, Financial Modeling, Business Process, IT Strategy, Consulting, Strategic Consulting, Business Process Design
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance, General
Columbia University - Fu Foundation School of Engineering and Applied Science
BSE and BA, Operations Research: Engineering Management Systems; Economics
Northfield Mount Hermon School
H.D.
Trunk Club April 2015 - Present
Nordstrom June 2012 - April 2015
Freelance June 2010 - April 2013
Target August 2010 - December 2010
Cremer Kopon Shaughnessy & Spina, LLC August 2006 - July 2007
J.P. Morgan August 2005 - June 2006
Skills
Visual Merchandising, Fashion, Trend, Fashion Photography, Stylists, Retail, Time Management, Retail Sales, Customer Engagement, Long-term Customer..., Event Planning, Creative Direction, Graphic Design, Photoshop, Illustrator, InDesign, Adobe Creative Suite, Microsoft Office, Styling, Fashion Design, Mac, Apparel, Catalogs, Visual Communication, Trend Analysis, Art Direction, Fashion Illustration, Window Displays, Photo Shoots, Layout, Image Manipulation, Logo Design, Photography, Image Editing, Facebook, Vector Illustration, Digital Illustration, Merchandising, Posters, Digital Photography, Brochures, Social Media Marketing, Social Networking, POS, Creative Strategy, Typography, Interaction Design, Team Management, Cross Selling, Retail Marketing
Education
Columbia College Chicago 2015 — 2017
Bachelor of Arts (B.A.), Fashion Photography with minor in Fashion Business
Moraine Valley Community College 2011 — 2012
Art Foundation Studies
Northern Trust Corporation February 2015 - Present
J.P. Morgan March 2014 - February 2015
J.P. Morgan June 2013 - March 2014
Chase February 2012 - June 2013
Chase March 2011 - February 2012
Skills
Options, Wealth Management, Mutual Funds, Series 63, Negotiation, Budgets, Series 7, Series 6, Management, Small Business, Securities, Equities, Investments, Customer Service, Project Management, Microsoft Office, Public Speaking, Sales Management, Finance, FINRA
Education
Management And Strategy Institute 2014 — 2014
Certificate, Six Sigma Lean Professional
Columbia College 2007 — 2008
B.S. B.A Financial Services, Financial Services
J.P. Morgan June 2008 - Present
Skills
Strategy, Cross-functional Team..., Product Marketing, Business Development, Management, Marketing Strategy, Leadership, Marketing, Product Development, Change Management, Advertising, Corporate Communications, Public Relations, Analysis, Financial Services, Executive Management, Finance, Segmentation, Thought Leadership, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
London Business School 2005 — 2007
MBA
University of Maryland College Park 1991 — 1996
BA
J.P. Morgan May 2007 - Present
Cambridge Institute for Sustainability Leadership (CISL) June 2013 - Present
US Army and Army Reserve 2002 - 2012
Citigroup Global Markets April 2003 - August 2004
Education
University of Pennsylvania 2014 — 2017
Ed.D. Candidate, Executive Doctoral Program
University of Cambridge 2012 — 2014
Master of Studies (MSt), Sustainability Leadership, Awarded Distinction for Dissertation
Harvard Kennedy School of Government 2004 — 2008
Master of Public Administration (MPA)
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
The University of Glasgow 1999 — 2000
Master of Philosophy (MPhil), International Finance
Hofstra University 1996 — 1999
Bachelor of Arts (B.A.), Economics and Political Science, Cum Laude and High Honors in Political Science
J.P. Morgan July 2015 - Present
AMEC June 2012 - June 2013
AMEC September 2009 - May 2012
Skills
Energy, Project Management, Engineering, Power Generation, Nuclear, Project Engineering, Mechanical Engineering, Analysis, Program Management, Commissioning
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Waterloo 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Time Warner Investments March 2014 - Present
City Running Tours August 2014 - Present
Peter J. Solomon Company July 2012 - April 2014
J.P. Morgan June 2011 - August 2011
Maidenform September 2010 - December 2010
China Mobile June 2010 - August 2010
Weill Cornell Medical College June 2009 - September 2009
Education
Columbia College (NY)
Bachelor of Arts, Economics
Horace Greeley High School
Danaher 2010 - Present
Danaher 2005 - 2010
Houlihan Lokey 2003 - 2005
J.P. Morgan 2000 - 2002
The Beacon Group 2000 - 2000
Reboul MacMurray 1997 - 2000
Skills
Mergers, Divestitures, Licensing, Strategic Partnerships, Corporate Development, Investments, Due Diligence, Negotiation, Mergers & Acquisitions, Joint Ventures, Business Development, Strategy, Business Strategy
Education
Columbia University School of Law 1994 — 1997
J.D., Law
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
M.A., International Relations
The Johns Hopkins University 1989 — 1993
B.A., International Studies
Insight Investment November 2014 - Present
J.P. Morgan June 2013 - October 2014
J.P. Morgan Asset Management December 2009 - May 2013
J.P. Morgan Asset Management July 1999 - December 2009
PIMCO April 1996 - July 1999
Kwasha Lipton/Becker & Rooney April 1992 - April 1996
Prudential Financial August 1988 - January 1990
Education
Columbia Business School 1991 — 1992
MBA, Finance & Int'l Business
Cornell University - College of Arts & Sciences 1984 — 1988
BA, Psychology
BOK Solutions, Inc. June 2015 - Present
J.P. Morgan June 2014 - June 2015
Mud Cafe January 2013 - June 2014
Missile Command, Republic of Korea Army November 2010 - September 2012
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2014
Bachelor of Science (B.S.), Operations Research: Engineering Management Systems
Avon Old Farm's School 2004 — 2008
Diploma
Houlihan Lokey January 2002 - Present
Deutsche Bank April 2007 - June 2009
J.P. Morgan March 1999 - November 1999
Davis Polk & Wardwell LLP August 1995 - December 1996
The First Boston Corporation 1990 - 1992
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, LBO, Restructuring, Finance, Management, Capital Markets, Public Speaking, M&A experience
Education
Columbia College (NY)
A.B.
Columbia University School of Law
Doctor of Law (JD)
The Buckley School
The Hotchkiss School
J.P. Morgan August 2014 - Present
Columbia Business School August 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Liberty Mutual Insurance July 2010 - June 2012
Liberty Mutual Insurance June 2009 - August 2009
Prima Capital March 2008 - June 2008
Liberty Media June 2007 - August 2007
Education
Columbia Business School
Master of Business Administration (MBA)
Dartmouth College
BA, Economics, Religion
The University of Edinburgh
J.P. Morgan May 2010 - Present
Centerboard Group August 2009 - May 2010
UBS Investment Bank August 2008 - May 2009
JPMorgan Private Bank August 2003 - May 2006
Skills
Private Equity, Investment Banking, Financial Analysis, Equities, Restructuring, Mergers & Acquisitions, Investments, Corporate Finance, Financial Services, Valuation, Capital Markets, Due Diligence, Corporate Development, Financial Modeling, Emerging Markets, Leveraged Finance, Strategy
Education
Harvard Business School 2006 — 2008
MBA
Columbia Engineering 1999 — 2003
BS, Electrical Engineering and Computer Science
Centerview Partners 2013 - Present
J.P. Morgan 2010 - 2013
Nomura / Lehman Brothers 2006 - 2009
BlackRock 2005 - 2006
Skills
Investment Banking, Capital Markets, Fixed Income, Valuation, Strategic Planning, M&A execution, LBO, Equity Valuation, Product Management, Private Equity, Financial Analysis, Financial Modeling, Derivatives, Corporate Finance, Bloomberg, Business Strategy, Mergers & Acquisitions
Education
Columbia University - Columbia Business School
MBA
University of Pennsylvania - The Wharton School
BS in Economics
上智大学
Exchange Program
Citi July 2012 - Present
IBM June 2007 - July 2012
Paragon February 2007 - June 2007
G&K Services August 2004 - November 2006
Salo LLC June 2004 - August 2004
UnitedHealth Group February 2003 - June 2004
J.P. Morgan June 2001 - February 2003
eMerge Interactive, Inc. December 1999 - June 2001
GE Capital - Financial Guaranty Insurance Company August 1997 - October 1998
GE May 1996 - August 1997
Skills
Process Improvement, Change Management, Financial Acumen, Business Process..., Six Sigma, Business Acumen, Business Strategy, Internal Audit, Business Process..., Program Management, Problem Solving, Cross-functional Team..., Strategy, Management, Management Consulting, Business Process, Business Analysis, Business Transformation, Vendor Management, Leadership, Project Management, Operations Management, Operational Excellence, Mergers & Acquisitions, Supply Chain, Analytics, Training, SAP, Enterprise Software, IT Management, Organizational..., Consulting, IT Strategy, Project Portfolio..., Process Engineering, Outsourcing, Business Intelligence, Risk Management, Human Resources, Governance, Integration, SDLC, ERP, Enterprise Architecture, PMP, Financial Services, Business Process Design, CRM, Organizational Design
Education
Cornell University - Johnson Graduate School of Management 1998 — 2000
MBA, General Management
Columbia Engineering 1987 — 1991
BS, Chemical Engineering
J.P. Morgan October 2013 - Present
Avanade July 2010 - October 2013
Aptia Systems 2004 - 2010
Exxon Mobil 2000 - 2004
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Operations Research
Massachusetts Institute of Technology
BS, Chemical Engineering
Bessemer Trust 2014 - Present
J.P. Morgan Asset Management 2012 - 2014
J.P. Morgan Asset Management 2010 - 2012
J.P. Morgan 2009 - 2010
J.P. Morgan 2008 - 2008
Wells Fargo Asset Management 2005 - 2007
Wells Fargo Asset Management 2003 - 2005
Wells Fargo Private Wealth Management 2000 - 2003
Wells Fargo Bank 1998 - 2000
Skills
Investment Banking, Financial Modeling, Investments, Finance, Equities, Valuation, Asset Management, Financial Analysis, Portfolio Management, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Economics
CFA Institute 2004 — 2007
Earned the right to use the CFA designation
University of California, Irvine 1999 — 2003
BA, Economics
Robert Toigo Foundation
UCLA Riordan Fellows Program
Private Trading Firm November 2014 - Present
Olivier Amandine August 2014 - Present
J.P. Morgan May 2012 - October 2014
BNP Paribas March 2011 - July 2011
McKinsey & Company September 2010 - March 2011
BNP Paribas April 2010 - September 2010
XMicrofinance July 2009 - August 2009
French Army, LAN Club 北京 2007 - 2009
Skills
Proprietary Trading, Statistical Arbitrage, Market Making, Statistics, Data Mining, Machine Learning, Programming, Series 7, Strategic Consulting, Time Series Analysis
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
M.S., Financial Engineering
Ecole polytechnique 2007 — 2010
M.S., Applied Mathematics, Economics
The Blackstone Group June 2014 - Present
J.P. Morgan June 2013 - August 2013
Columbia University in the City of New York January 2013 - May 2013
Oppenheimer & Co. August 2012 - April 2013
Revolution Prep January 2012 - September 2012
Revolution Prep March 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Mandarin, Java, Customer Service
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2014
Bachelor of Science
J.P. Morgan January 2015 - Present
StepStone Group June 2014 - August 2014
MSCI Inc. January 2011 - December 2013
RiskMetrics Group November 2009 - January 2011
New Life Ranch January 2008 - October 2009
Helmerich & Payne May 2007 - September 2007
Skills
Financial Analysis, Access, Leadership, Non-profits, Sales, Microsoft Excel, Data Analysis, Strategic Planning, Business Strategy, Analysis, Due Diligence, Public Speaking, Business Analysis
Education
University of Oklahoma 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Energy, 3.9
New York University - Leonard N. Stern School of Business 2014 — 2014
Master of Business Administration (M.B.A.), Finance
Columbia University - Columbia Business School 2014 — 2014
Value Investing Seminar w/ Bruce Greenwald
University of Arkansas 2003 — 2007
Bachelor of Business Administration (BBA), Financial Management & Investments
J.P. Morgan 2015 - Present
IBM Global Business Services 2015 - 2015
IBM Global Business Services 2013 - 2015
IBM Global Business Services 2011 - 2015
IBM Global Business Services 2010 - 2010
Keystone Bank Limited 2008 - 2009
First City Monument Bank Plc 2006 - 2008
Access Bank Plc 2003 - 2006
Skills
Strategy, Risk Management, Business Strategy, Financial Services, Organizational Design, Enterprise Risk..., Business Process, Due Diligence, Financial Modeling, Analytics, Credit, Credit Risk, Portfolio Management, Change Management, Valuation, Management, Business Model..., Product Development, Growth Strategies, Financial Risk, Analysis, Finance, Business Transformation, Business Process..., Project Management, Target Operating Models, New Markets Development, Corporate and Business..., Customer Segmentation..., Thought Leadership, Banking, Acquisition Integration, Business Development, Business Planning, IT Strategy, Business Analytics, Management Consulting, Executive Management, Consulting, Business Process..., Governance, Business Analysis, Strategic Consulting, Leadership, Process Improvement, Cross-functional Team..., Vendor Management, SDLC, PMO, Program Management
Education
Columbia University - Columbia Business School
MBA, Finance and Strategy
Obafemi Awolowo University
Bachelor of Pharmacy (Honors), Pharmacy
Assured Guaranty February 2008 - Present
XL Capital Assurance January 2002 - February 2008
Syncora Guarantee 2002 - 2008
Barclays Capital 2000 - 2001
Barclays 1999 - 2000
Barclays 1998 - 1999
Barclays 1997 - 1998
J.P. Morgan June 1996 - August 1996
Skills
Project Finance, Structured Finance, Capital Markets, Due Diligence, Financial Structuring, Credit, Energy, Electric Power, Financial Modeling, Business Development, Valuation, Investment Banking, Corporate Finance, Loans, Solar Energy, Credit Analysis, Latin America, Photovoltaics, Gas, Transmission
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Columbia University in the City of New York
Bachelor of Arts, Urban Studies
Parkway North Sr. High
ABC News October 2014 - Present
Columbia Business School August 2012 - May 2014
BBC Worldwide May 2013 - September 2013
J.P. Morgan February 2012 - June 2012
J.P. Morgan August 2009 - February 2012
Skills
Strategy, Financial Modeling, Financial Analysis, Business Strategy, Corporate Finance, Analysis, Business Development, Data Analysis, Research, Competitive Analysis, Public Speaking, Management, Valuation, Finance, Marketing, Leadership, Microsoft Excel
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Media and Strategy
Villanova University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Georgetown University's McDonough School of Business June 2015 - September 2015
DS-Concept Factoring, Inc. USA February 2014 - April 2014
China Galaxy Securities May 2012 - August 2012
J.P. Morgan July 2011 - August 2011
Skills
Institutional Sales, Prime Brokerage, Equity Capital Markets, Derivatives, FX Options, Econometrics, Stata, R, Microsoft Excel, Economics, Investments, Financial Analysis, Financial Markets, Finance
Education
Georgetown University 2014 — 2015
Master's degree, Applied Economics
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Arts (B.A.), Economics
Columbia College 2010 — 2011
Non degree, Visiting Student
TA Associates July 2012 - July 2015
J.P. Morgan June 2010 - June 2012
Business Today June 2007 - January 2010
Skills
Private Equity, Investment Banking, Financial Modeling, Microsoft Excel, Private Pilot, Corporate Finance, Valuation, Internet, Adtech, E-commerce, Digital Media, Accounting, American History, Software, Mergers & Acquisitions
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Princeton University
Bachelor of Arts (B.A.), History
St. Paul's School
Genesis PURE July 2014 - Present
WS November 2012 - April 2014
J.P. Morgan November 2006 - November 2012
Skills
Customer Service, Team Building, Leadership, Management, Healthcare Management
Education
Colorado Technical University 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
J.P. Morgan July 2015 - Present
Columbia University in the City of New York October 2011 - May 2015
Columbia University in the City of New York September 2010 - May 2015
Columbia University in the City of New York September 2013 - December 2014
R/GA June 2014 - August 2014
Columbia University in the City of New York January 2011 - May 2014
Skills
Mathematical Modeling, Simulations, LaTeX, Operations Research, Machine Learning, Monte Carlo Simulation, Statistical Modeling, Applied Mathematics, Mathematica, Statistics, Time Series Analysis, Algorithms, Quantitative Analytics, Quantitative Finance, Numerical Analysis, Stochastic Processes, Matlab, Research, Python
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2015
Doctor of Philosophy (PhD) Candidate (2015), Operations Research
Technion - Israel Institute of Technology 2007 — 2010
Master of Science (M.Sc.), Mathematics
Technion - Israel Institute of Technology 2003 — 2007
Bachelor of Arts (B.A.), Mathematics, Graduated cum laude, Dean's list.
The MathWorks May 2015 - August 2015
New York State Department of Transportation May 2014 - August 2014
J.P. Morgan August 2013 - August 2013
CSU Industries May 2013 - August 2013
Skills
C, HTML, Java, C++, JavaScript, Python, AngularJS, CSS, Neo4j, CYPHER, REST
Education
Columbia Engineering 2013 — 2016
Bachelor of Science (BS), Computer Science
Fordham University July 2015 - Present
Archdiocese of New York October 2006 - June 2015
Columbia University February 2004 - September 2006
Lighthouse International May 2000 - November 2002
NYU Langone Medical Center April 1999 - October 1999
J.P. Morgan April 1995 - January 1998
J.P. Morgan April 1993 - April 1995
Lehman Brothers October 1989 - April 1993
Booth & Barron April 1988 - April 1989
Thacher Proffitt & Wood LLP September 1986 - April 1988
Skills
Philanthropy, Fundraising, Nonprofits, Public Speaking, Planned Giving, Stewardship, Community Outreach, Charities, Board Development, Gift Planning
Education
Columbia University School of Law 1983 — 1986
Juris Doctor (J.D.), Law
Fordham University 1979 — 1983
Bachelor of Arts (B.A.), History
Shutterfly Inc. September 2015 - Present
Soko Glam September 2014 - November 2014
CHANEL June 2014 - August 2014
CHANEL February 2014 - May 2014
FTI Consulting April 2012 - May 2013
FTI Consulting August 2009 - March 2012
J.P. Morgan June 2008 - August 2008
Leonard N. Stern School of Business March 2008 - June 2008
Lehman Brothers June 2007 - June 2008
Skills
Financial Modeling, Corporate Finance, Strategic Financial..., Valuation, Financial Analysis, Due Diligence, Business Valuation, DCF, Restructuring, Financial Statement..., Equity Research, Competitive Analysis, Finance
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2005 — 2009
Bachelor of Science
The University of Hong Kong 2007 — 2007
J.P. Morgan October 2010 - June 2015
Bay Crest Partners, LLC August 2009 - September 2010
Relegence Corporation, An AOL Company May 2007 - June 2009
Skills
Hedge Funds, Equities, Bloomberg, Series 7, Series 63, Securities, Fixed Income, Salesforce.com, Electronic Trading, FINRA, Equity Research, Equity Derivatives, Strategic Financial..., Data Analysis, Economics, Equity Trading, Financial Services, Trading Systems, Portfolio Management, Series 55, Thompson One, Prime Brokerage, Microsoft Excel, Bloomberg Terminal, PowerPoint, Microsoft Word, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2003 — 2007
Bachelor's Degree
Kent Place School 1999 — 2003
High School
J.P. Morgan November 2009 - April 2015
Barclays Capital March 2009 - November 2009
Merrill Lynch August 2001 - October 2008
ExxonMobil Research and Engineering 1995 - 2000
Skills
Fixed Income, Financial Structuring, Interest Rate..., Options, Capital Markets, Equities, Bloomberg, Financial Modeling, Derivatives, Hedge Funds, Engineering Management, Mechanical Engineering, Project Engineering, Asset Management, Portfolio Management, Valuation, Investments, Trading
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Business
Columbia Engineering 1995 — 1997
MS, Mechanical Engineering
Columbia University in the City of New York 1995 — 1997
MS, Mechanical Engineering
Manhattan College 1990 — 1994
BS, Mechanical Engineering
SDA Bocconi
SDA Bocconi
Spellman high school
Spellman high school
HotelTonight April 2015 - Present
various start-ups July 2011 - Present
International Connector August 2011 - Present
StubHub October 2014 - April 2015
StubHub May 2014 - April 2015
StubHub August 2011 - May 2014
World Merit January 2012 - January 2014
Goldman Sachs April 2010 - August 2011
J.P. Morgan June 2006 - April 2010
Australian Army January 2003 - February 2004
Skills
Project Management, Strategy, Project Planning, Corporate Finance, Business Development, Risk Management, Strategic Planning, International..., Venture Capital, Product Development, Due Diligence, Acquisition Integration, Strategic Partnerships, M&A experience, Command, E-commerce, Corporate Development, Mergers & Acquisitions, Management Consulting, Cloud Computing, Integration, Operations Management, Entrepreneurship, Start-ups, Business Strategy, Leadership, Management, Financial Modeling
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
UNSW Australia 1998 — 1999
MEngSc
Australian Defence Force Academy 1992 — 1996
BEng
Royal Military College, Duntroon 1995 — 1995
JP Morgan January 2014 - Present
J.P. Morgan June 2010 - December 2013
J.P. Morgan June 2006 - June 2010
Skills
Derivatives, Investment Banking, Equities, Financial Analysis, Financial Services, Investments, Finance, Financial Markets, Bloomberg, Marketing, Fixed Income, Leadership, Trading, Capital Markets, Business Strategy, Management, Banking, Hedge Funds, Mutual Funds, Asset Management, Commodity, Strategic Planning, Microsoft Excel, Options, Strategy, Securities, Project Management, Microsoft Office, Financial Modeling, Analysis, Operating Models, Financial Reporting, Futures Trading, Sales, Operational Strategy, Change Management, Process Improvement, Strategic Insights, Business Insights
Education
Loyola University Chicago Quinlan School of Business 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Columbia College Chicago 2005 — 2008
B.A., Art, Entertainment, and Media Management
Hennepin Technical College 2003 — 2005
Associate of Arts and Sciences (AAS), Audio Production
UBS August 2014 - Present
Aflac Global Investments October 2013 - August 2014
Credit Suisse June 2013 - October 2013
The Federal Reserve Bank of New York May 2013 - June 2013
J.P. Morgan October 2010 - February 2013
Razor Onboarding - The Partners Group Inc. December 2008 - March 2012
CitiGroup September 2007 - October 2010
Credit Suisse March 2007 - September 2007
Bear Stearns January 2006 - March 2007
Thomson Reuters October 2002 - December 2005
Skills
Fixed Income, Prime Brokerage, Business Analysis, Equities, Project Management, Risk Management, SQL, Program Management, Project Planning, Process Management, SDLC, Agile Methodologies, Onboarding, MS Project, Visio, PowerPoint, Microsoft Word, Real Estate Transactions, Real Estate, Real Estate Financing, Real Estate Development, Tax, Strategic Financial..., Corporate Governance, Microsoft Excel, Margin, Database Analysis, Database Management, Tax Law, Corporate Tax, Real Estate Management, Real Estate Sales, Wealth Management, Wealth Planning
Education
Columbia University - Columbia College 2001 — 2002
Bachelor of Arts (B.A.), Economics
Columbia University - Fu Foundation School of Engineering and Applied Science 1997 — 2001
Bachelor of Science (B.S.), Engineering Management Systems
Stuyvesant High School 1993 — 1997
Diploma, Mathematics
Mark Twain JHS 1991 — 1993
Diploma, Mathematics
J.P. Morgan August 2011 - February 2012
SecureIt Tactical, Inc. April 2010 - August 2011
TYBRIN Corporation November 2005 - April 2010
Air National Guard June 2000 - June 2005
United States Air Force May 1991 - June 2000
Skills
Operational Streamlining, Technology Evaluation, Measurement System..., Project Scope..., Staff Management, Team Leadership, Process Engineering, Procedure Development, Microsoft Office, Front Page, Scheduling Management, Security System Design, Networking for end user, Workgroup Manager, Networking Basic &...
Education
Columbia College 2008 — 2011
Bachelor's Degree, Computer Science and History, 3,9 Summa Cum Laude
University of Phoenix 2006 — 2008
Associate's Degree, Information TEchnology / Networking, 3.98
Babcock and Wilcox Conversion Services August 2007 - Present
J.P. Morgan June 2003 - August 2006
Skills
Risk Assessment, First Aid, Environmental Awareness, EHS, Occupational Health, Management, Policy
Education
Columbia Southern University 2010 — 2013
Bachelor's of Science, Occupational Health and Industrial Hygiene
Unioto High School
MosaicoArte May 2015 - Present
Under the Bridge Art Studio August 2015 - August 2015
COMPUTER EXPLORERS/ICED August 2014 - December 2014
Language Stars August 2012 - February 2014
J.P. Morgan June 2008 - March 2012
Skills
Tutoring, Lesson Planning, Curriculum Development, Curriculum Design, Bilingual Communications, Language Teaching, ESL, Fully bilingual English, Bilingual Education, Professional Services, Computer Proficiency, Cloud Computing, Google Docs, Microsoft Office, Office 365, Account Management, Finance, Financial Planning, Financial Services, Financial Statements, Income Tax, Tax Preparation, Tax Returns, Organization Skills, Art History, Art Education, Art Exhibitions, Visual Arts, Childcare, Working With Children, Safeguarding Children, Looked After Children, Early Childhood..., Early Childhood..., Educational Technology, Instructional Technology, Self-management, Customer Service, Customer Satisfaction, Customer Relations, Customer Experience, Customer Support, Customer Acquisition, Customer Engagement, Loans, Loan Origination, Home Equity Loans, Credit Cards, Investment Banking, Teaching
Education
Columbia College Chicago 2007 — 2009
Bachelor's Degree Art History, Art History
Stay at hom mom June 2015 - Present
Grange Insurance April 2014 - Present
J.P. Morgan January 2000 - December 2013
Skills
Cash Management, Fund Accounting, Corporate Finance, Financial Analysis, Bloomberg, Fixed Income, Equities, Account Reconciliation, Securities, Valuation, Finance, Mutual Funds, Investment Banking, Financial Reporting, Treasury Management, Capital Markets
Education
Colorado Technical University 2014 — 2017
Associate's degree, Accounting
J.P. Morgan 2012 - Present
J.P. Morgan 2004 - 2009
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
University of California, Irvine
BS, Information & Computer Science
Sullivan & Cromwell LLP September 2014 - Present
U.S. Court of Appeals for the Second Circuit - Hon. Dennis Jacobs August 2013 - August 2014
Sullivan & Cromwell LLP September 2012 - July 2013
Sullivan & Cromwell LLP May 2011 - August 2011
U.S. Attorney's Office - Southern District of New York May 2010 - July 2010
Cravath, Swaine & Moore LLP June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Education
Columbia University School of Law 2009 — 2012
JD
New York University 2005 — 2009
BA, Economics, Politics, Summa Cum Laude
Stuyvesant High School 2001 — 2005
Colorado Technical University September 2013 - Present
My Cash Now.com November 2004 - January 2008
J.P. Morgan March 2002 - October 2003
East Carroll Parish Hospital March 2002 - June 2003
Workers Compensation October 1997 - January 2000
US Army March 1992 - March 1993
Education
Colorado Technical University 2013 — 2016
Criminal Justice/Human Services, Social Work
Everest University-South Orlando 2013 — 2013
Accounting, Honors
La Delta Community College 2011 — 2013
General Studies, Business Administration and Management, General
Louisiana Technical College-MS Branch 2000 — 2002
Associate's degree, Business Administration and Management, General, Honors
GUTHERIE JOB CORPS 1994 — 1996
C.N.A; Respiratory Tech Assistant/ EKG Tech, Nursing, Honors
Louisiana Tech University
Grambling State University 1988 — 1989
Lake Providence Senior High 1984 — 1988
HS Diploma, Business Administration and Management, General, Average
Flex 2014 - Present
Elementum SCM 2014 - Present
Lewis Jones LLC 2012 - 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2008 - 2012
MetLife 2003 - 2005
J.P. Morgan May 2002 - August 2002
Skills
Intellectual Property, Strategic Partnerships, Corporate Law, Start-ups, Corporate Governance, Joint Ventures, SaaS, Commercial Transactions, Privacy Law, Compliance Training, FTC Regulations, Copyright Law, Licensing
Education
Columbia University School of Law
Doctor of Law (JD)
Yale University
Bachelor of Arts (BA), Economics
University of Southern California
Screenwriting Class
Computing Wisdom April 2015 - Present
Bank of America Merrill Lynch October 2012 - April 2014
Department of Buildings February 2009 - December 2011
Self June 2008 - February 2009
Lehman Brothers February 2007 - June 2008
Bank of America Securities March 2005 - February 2007
Deutsche Bank August 2003 - March 2005
J.P. Morgan November 2001 - November 2002
Primary Knowledge, Inc. May 2000 - June 2001
AT&T Laboratories July 1995 - May 2000
Skills
SQL, Eclipse, Perl, Python, Java, Matlab, Spring, HTML, CSS, JavaScript, Unix, Agile & Waterfall..., Software Architecture, Design Patterns, UML, iBatis, JUnit, J2EE, Ant, AJAX, XML, XSL, CVS, Subversion, Apache, Tomcat, Weblogic, Database Modeling, Oracle, Sybase, SQL Server, Netezza, Linux, Windows, Mac OS X, Operations Research, Deterministic Modeling, Stochastic Modeling, Monte Carlo Simulation, Financial Engineering, Production Managment, Machine Learning, Mathematics Education, Gifted Education, Test Preparation
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2014
Master's Degree, Operations Research
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Certificate of Professional Achievement, Operations Research
New York University
Master's Degree, Mathematics
Stevens Institute of Technology 1993 — 1995
Master's Degree, Computer Science
State University of New York at Buffalo
Bachelor's Degree, Computer Science
State University of New York at Buffalo
Bachelor's Degree, Mathematics
State University of New York at Buffalo
Bachelor's Degree, Electrical Engineering
edX
Coursera
Udacity
Taproot Foundation June 2014 - Present
Dreambox Emergence June 2012 - Present
MongoDB, Inc. August 2013 - June 2014
Gardiner & Theobald LLP July 2011 - July 2013
International Mountain Bicycling Association January 2012 - June 2013
Columbia University September 2010 - May 2011
J.P. Morgan June 2010 - August 2010
Columbia University September 2009 - May 2010
Sterling Fence Company 2009 - 2009
Bamboo Bikes 2008 - 2008
Skills
Leadership, Project Management, Management, Entrepreneurship, Strategy, Product Development, Budgets, Event Planning, Training, Financial Modeling, Microsoft Excel, Strategic Planning, Program Management, Event Management, Marketing, Analysis, Research, Public Speaking, Valuation, Construction Management, Process Scheduler, Negotiation, Business Planning, Sales, Data Analysis, Microsoft Office, Program Coordination, Team Leadership, Product Management, Operational Oversight, Business Development, Nonprofits, Scheduling, Excel
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
BSc, Engineering
St. George's School 2002 — 2007
Diploma
Asian American Bar Association of New York (AABANY) April 2015 - Present
Arnold & Porter January 2011 - Present
Arnold & Porter December 2003 - January 2011
U.S. District Court, E.D.N.Y. November 2002 - November 2003
Davis Polk & Wardwell September 2001 - October 2002
J.P. Morgan October 1996 - July 2001
Davis Polk & Wardwell LLP May 2000 - August 2000
Skills
Litigation, Securities Regulation, Commercial Litigation, Securities Litigation, Pro-active Leader, Class Actions, Arbitration, Corporate Governance, Business Litigation, Securities, Civil Litigation
Education
Columbia University School of Law
J.D., Law
Rutgers, The State University of New Jersey-New Brunswick
B.A., English & Communication
Capital One December 2014 - Present
MoneyGram International April 2012 - December 2014
J.P. Morgan 2010 - April 2012
US Bank 2008 - 2010
Capital One 1998 - 2008
Skills
Risk Management, Management, Banking, Financial Services, Process Improvement, Business Analysis, Vendor Management, Analysis, Financial Analysis, Relationship Management, Leadership, Business Process..., Finance, Financial Risk, Strategy, Portfolio Management, Credit, Anti Money Laundering, Call Centers, Project Management, CRM, Credit Cards, Change Management, Payments, Team Management, Credit Risk, KYC, Business Strategy, Training, AML, Securities, Credit Analysis, Performance Management, Coaching, SharePoint, PeopleSoft, Technical Writing, Business Requirements, Business Process...
Education
Colorado Technical University
Bachelor of Science (B.S.), Summa Cum Laude, Dual Degree, Marketing and Business Management
Antarctica Advisors June 2013 - Present
Glacier Securities, LLC October 2008 - June 2013
Glitnir Capital Corp April 2007 - October 2008
Rabobank February 2001 - April 2007
Banco Liniers (sub-Deutsche Bank) February 1998 - February 2000
Deutsche Bank February 1996 - February 1998
Bankers Trust Company of NY (BTCo) July 1992 - February 1996
J.P. Morgan 1991 - 1992
Skills
Mergers, Private Equity, Investment Banking, Corporate Development, Valuation, Financial Structuring, Finance, Capital Raising, Strategy, Corporate Finance, Emerging Markets, M, Investments, Divestitures, Deal Execution, Mergers & Acquisitions, Business Strategy, Venture Capital, Business Development, Management, Financial Modeling, Strategic Planning
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance/Business
Dartmouth College 1988 — 1992
BA, Engineering/International Economics
Lester B. Pearson College (UWC) 1986 — 1988
International Baccalaureate, Economics, Chemistry
Columbia University in the City of New York September 2014 - May 2015
J.P. Morgan June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Phoenix Incorporated April 2010 - June 2013
The University of Texas at San Antonio May 2012 - July 2012
RevolutionPrep April 2011 - September 2011
Columbia Engineering Library September 2010 - May 2011
Gateway Design Project September 2010 - December 2010
Skills
Java, Matlab, HTML, PHP, AutoCAD, Maya, MS Office Suite, Algorithms, HSpice, VHDL, C, C++, Programming, CSS
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2014 — 2015
Master of Science, Computer Engineering
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2014
BS, Computer Engineering
The Bronx High School of Science 2006 — 2010
TD Securities January 2015 - Present
HSBC Securities August 2011 - January 2015
Simpson Thacher & Bartlett LLP September 2007 - August 2011
J.P. Morgan March 2010 - August 2010
Simpson Thacher & Bartlett LLP May 2006 - August 2006
US Securities and Exchange Commission June 2005 - August 2005
Simpson Thacher & Bartlett LLP August 2003 - August 2004
Legal Aid Society June 2002 - August 2002
Merrill Lynch January 2002 - March 2002
AOL Time Warner June 2001 - August 2001
Skills
Securities Regulation, Corporate Governance, Mergers, Capital Markets, Private Equity, Corporate Law, Mergers & Acquisitions, Due Diligence, Cross-border..., IPO, Investments, Securities, Venture Capital, Hedge Funds, Structured Finance, Joint Ventures, Corporate Finance
Education
Columbia University School of Law 2005 — 2007
J.D., James Kent scholar
Northwestern University 1999 — 2003
B.S., Magna cum laude
Mount Sinai High School 1995 — 1999
Gusto (formerly ZenPayroll) September 2015 - Present
DocuSign April 2014 - Present
JPMorgan Chase July 2012 - March 2014
J.P. Morgan June 2011 - August 2011
American Express October 2007 - April 2010
Towers Perrin May 2006 - September 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Competitive Analysis, Strategy, Analytics, Marketing Strategy, Project Management, Product Marketing, Equity Research, Financial Services, Forecasting, Finance
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Northwestern University
B.A.
O'Shaughnessy Asset Management, LLC (OSAM) April 2015 - Present
Deutsche Bank December 2013 - April 2015
Deutsche Bank September 2012 - December 2013
J.P. Morgan June 2011 - August 2011
SecondMarket, Inc. November 2010 - February 2011
Google June 2010 - August 2010
Jerome A. Chazen Institute for International Business September 2009 - May 2010
Skills
Equities, C#, SQL, Python, R
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2012
Bachelor of Science (B.S.), Operations Research
J.P. Morgan February 2011 - Present
diNeila Brazil 2009 - February 2011
IBM Global Business Services 2007 - 2009
JP Morgan 2005 - 2006
IBM Global Services 1995 - 2003
Skills
Valuation, Financial Modeling, Business Development, Finance, Investment Banking, Private Equity, Corporate Finance, Venture Capital, Capital Markets, Equities, Due Diligence, Fixed Income, Hedge Funds, Asset Management, Emerging Markets, Investments, Mergers
Education
Columbia University - Columbia Business School 2004 — 2005
MBA, Finance
University of Virginia 1991 — 1995
BS EE, Electrical and Computer Engineering
Oxbridge Academic Programs June 2014 - August 2014
SILVER SAND CAPITAL PARTNERS 2009 - 2014
ARBAH CAPITAL 2007 - 2009
MEISENBACH CAPITAL 2005 - 2007
HEDGE FUND MANAGER 2001 - 2005
FRED ALGER MANAGEMENT 2000 - 2001
CIBC 1997 - 2000
BNP Paribas 1995 - 1996
Citicorp 1992 - 1994
J.P. Morgan 1991 - 1991
Skills
Financial Modeling, Equities, Portfolio Management, Investments, Equity Research, Asset Management, Private Equity, Scenario Analysis, Risk Management, SWOT analysis, NPV, Equity Trading, Hedge Funds, Investment Banking, Equity Valuation, Big Data, Factor Analysis, Asset Managment, Trading, Executive Management, Business Analysis, Monte Carlo Simulation, Test Scenarios, PESTLE, Regression Analysis, Credit Risk, Emerging Markets, Economics, Business Strategy, Market Analysis, Competitive Analysis, Trading Strategies, Macroeconomics, Variance Analysis, VAR, Parametric Modeling, Econometrics, R, Cross-functional Team..., Global Macro, Microeconomics, Microsoft Office, Correlation, ASEAN, Latin America, GCC, Asia, Presentations, Business Development, Valuation
Education
Columbia University - Columbia Business School
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science
BS
Harvard University
Yale University - Yale School of Management
J.P. Morgan 2015 - Present
Silver River Capital Advisors 2014 - 2015
Brevet Capital Management May 2011 - November 2012
Horton Point 2010 - May 2011
The Midway Group March 2008 - December 2009
Wachovia Securities March 2003 - March 2008
Morgan Stanley July 1995 - November 2002
Banque Paribas 1992 - 1994
Skills
Fixed Income, Investor Relations, Marketing, Sales, Hedge Funds, Alternative Investments, Asset Managment, Capital Markets, Equities, Portfolio Management, Investments, Investment Banking, Private Equity, Bloomberg, Series 7, Emerging Markets, Structured Finance, Structured Products, Due Diligence, Investment Strategies, Relationship Management, Asset Management, Wealth Management, Equity Derivatives
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
Columbia Engineering 1986 — 1990
BS
Collegiate School
J.P. Morgan 2015 - Present
Rouse Properties 2013 - 2015
Iron Point Partners 2011 - 2011
Oak Hill REIT Management 2005 - 2011
Green Street Advisors 2001 - 2004
Education
Columbia Business School
Masters of Business Administration
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics
Gates of Gade Capital, LLC September 2013 - Present
Olivia Knox Inc. 2013 - Present
RBC Capital Markets 2012 - 2013
Venture Capital & Private Equity 2011 - 2012
J.P. Morgan June 2011 - August 2011
Blackhawk Network 2008 - 2010
HSBC 2007 - 2008
International Finance Corporation May 2006 - August 2006
Avis Budget Group January 2005 - May 2006
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Columbia University in the City of New York 2005 — 2007
MA
J.P. Morgan May 2007 - Present
Simpson Thacher & Bartlett LLP September 2002 - May 2007
Skills
Securities Regulation, Capital Markets, Securities, Equities, Cross-border..., Corporate Governance, Joint Ventures, Private Equity, Private Placements, Structured Finance, Legal Research
Education
Columbia Law School 1999 — 2002
J.D., Law
Eastman School of Music 1994 — 1997
M.M., Piano Performance & Literature
Stanford University 1989 — 1993
B.A., Modern Thought & Literature
Henry Clay High School
IGIGI, Inc. January 2003 - Present
Exigen 2000 - 2001
Extricity 1997 - 1999
Keynote Systems 1996 - 1997
J.P. Morgan 1993 - 1996
Genesys Systems 1992 - 1993
Grumman Aerospace 1989 - 1993
Skills
E-commerce, Online Advertising, Online Marketing, Start-ups, Social Media Marketing, Entrepreneurship, Social Media, Email Marketing, Fashion, Project Management, SaaS, Product Management, Social Networking, Strategic Partnerships, Strategy, Product Marketing, Marketing Strategy, Business Development, Web Design, CRM
Education
Columbia Engineering 1991 — 1996
MS, Computer Science
University at Albany, SUNY 1985 — 1989
BS, Physics
Global Technology at JPMorgan Chase & Co. February 2012 - Present
JCL4, LLC May 2009 - February 2012
J.P. Morgan May 2009 - January 2012
Goldman Sachs August 2008 - February 2009
Goldman Sachs May 2006 - August 2008
Morgan Stanley Investment Management April 1997 - April 2006
Morgan Stanley December 1993 - March 1997
Morgan Stanley February 1993 - November 1993
Skills
Business Analysis, Fixed Income, Equities, Management, Financial Services, Investment Banking, Asset Management, Program Management, Portfolio Management, Leadership, Business Strategy
Education
State University of New York at Stony Brook
Columbia University - Fu Foundation School of Engineering and Applied Science
Seix Advisors March 2014 - Present
J.P. Morgan November 2010 - March 2014
Goldman Sachs December 2003 - November 2010
Neuberger Berman August 2002 - December 2003
Skills
Investment Banking, Hedge Funds, Capital Markets, Valuation, Financial Modeling, Private Equity, Fixed Income, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Asset Management, Portfolio Management, Derivatives
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
London Business School 2007 — 2009
EMBA
Emory University 1998 — 2002
Bachelor of Business Administration (BBA)
J.P. Morgan July 2015 - Present
Skills
Strategy, Business Strategy, Entrepreneurship, Management, Business Development, Marketing Strategy, Analysis, Intercultural..., Management Consulting, Event Management, Leadership, Strategic Consulting, Consulting, Business Planning, Market Research, Start-ups, Competitive Analysis
Education
Columbia University - Columbia Business School 2014 — 2015
MBA candidate, M.B.A., Dean's list, Graduation with Dean's Honors
Université catholique de Louvain 2009 — 2009
Master in International Management, Cross-cultural Manegement, International Entrepreneurship
Wirtschaftsuniversität Wien 2005 — 2009
Master in International Business Administration, Entrepreneurship and Innovation, International Trade
The London School of Economics and Political Science (LSE) 2008 — 2008
Undergraduate, International Business Strategy
Université de Montréal - HEC Montréal 2007 — 2008
Leadership, Finance
Universidad Latinoamericana de Ciencia y Tecnología 2007 — 2007
Global Consumer Behaviour, Strategic Management
UBS April 2012 - Present
Susquehanna Financial Group February 2010 - March 2012
Pomeroy Capital September 2006 - February 2010
MERRILL LYNCH & CO. February 1999 - August 2006
Bear, Stearns & Co., Inc. March 1996 - January 1999
CS First Boston April 1995 - February 1996
J.P. Morgan January 1987 - April 1995
Skills
Equity Research, Stock Picking, Equities, Equity Valuation, Hedge Funds, Equity Underwriting, Private Equity, Healthcare, Mergers, Corporate Finance, Financial Accounting, Alternative Investments, Bloomberg, Capital Markets, Fixed Income, Investments, Mergers, Valuation, Venture Capital, Trading, Portfolio Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance/Accounting
University of Virginia 1976 — 1980
BA, Economics
J.P. Morgan May 2012 - Present
USA trading July 2000 - November 2011
Medina/Buenaventura Rehab September 2002 - June 2005
Eagle Market Makers August 1990 - June 2000
Skills
Management, Derivatives, Equities, Trading Systems, Options, Training, Microsoft Excel, Electronic Trading, Trading, Investments, Financial Markets, Budgets, Commodity, Finance, FX Options
Education
Columbia College Chicago 1987 — 1990
Majored in fine art minored in history of art
The Royce Funds 2015 - Present
Armistice Capital 2012 - 2015
Comvest Partners 2008 - 2011
J.P. Morgan 2007 - 2008
Skills
Value Investing, Special Situations, Distressed Debt, Bankruptcy, Debt Restructuring, Financial Technology, Educational Technology, Retail, Internet, Digital Media, Heavy Equipment, Transportation, Corporate Turnarounds, Private Equity, Mezzanine, Debt Structuring, LBO, Funding, Valuation, Turn Around Management, Leveraged Finance, Finance, Corporate Finance
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Georgetown University - The McDonough School of Business 2003 — 2007
BSBA
Streich Capital LLC June 2001 - Present
J.P. Morgan September 1984 - January 1991
Federal Reserve Bank of New York May 1980 - May 1981
Education
Harvard Business School 1981 — 1984
M.B.A., General Management
Columbia Engineering 1975 — 1979
B.S., Applied Math
Bloomberg LP April 2012 - Present
J.P. Morgan June 2010 - November 2011
J.P. Morgan October 2008 - June 2010
Bear Stearns November 2006 - September 2008
National Institutes of Health May 2002 - August 2004
Skills
Fixed Income, Strategy, MBS, Trading, Trading Systems, Valuation, Hedge Funds
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2006
Bachelors of Science
Columbia University in the City of New York
Halcyon Asset Management 2008 - Present
J.P. Morgan 2005 - 2008
Deloitte 2003 - 2005
Skills
Investments, Financial Analysis, Portfolio Management, Asset Management, Financial Modeling, Fixed Income, Hedge Funds, Capital Markets, Structured Products, CMBS, CLO, Securities
Education
Colorado State University
JPMorgan Chase & Co. August 2014 - Present
McKinsey & Company August 2013 - August 2014
McKinsey & Company August 2012 - July 2013
McKinsey & Company June 2011 - August 2011
McKinsey & Company August 2008 - July 2010
Universidad Pontificia Comillas October 2007 - June 2008
J.P. Morgan May 2007 - September 2007
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Universidad Pontificia Comillas 2003 — 2008
MSc
Nanyang Technological University 2006 — 2007
Exchange
Georgetown University 2006 — 2006
Inside Program
Colegio Ntra. Sra. del Recuerdo 1994 — 2003
HFF June 2013 - Present
J.P. Morgan September 2012 - June 2013
J.P. Morgan June 2010 - September 2012
J.P. Morgan June 2009 - June 2010
J.P. Morgan May 2008 - August 2008
UBS January 2008 - May 2008
Northrop Grumman Corporation May 2007 - August 2007
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2010
Bachelor of Science, Civil Engineering
J.P. Morgan August 2000 - Present
Education
Columbia College Chicago
BA, Television Broadcasting
J.P. Morgan April 2014 - May 2015
Revere Securities Corp. September 2012 - May 2013
Tocqueville Securities L.P 2009 - 2010
Matrix U.S.A. LLC 2008 - 2009
Bear, Stearns & Co. Inc 2006 - 2008
Chenango Valley Capital L.P./GDO Capital 2001 - 2006
ABN AMRO 2000 - 2001
Lehman Brothers Inc 1997 - 2000
Skills
Equities, Valuation, Options, Economics, Credit, Research, Hedge Funds, Alternative Investments, Fixed Income, Investment Banking, Private Equity, Asset Managment, Capital Markets, Derivatives, Portfolio Management, Equity Research, Management Consulting, Trading, Asset Management, Finance, FINRA, Credit Analysis, Securities, ABS, Bloomberg, Structured Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
New York University 2008 — 2009
M.S.
Columbia College (NY) 1994 — 1998
BA
Hotchkiss
J.P. Morgan July 2012 - Present
Private Wealth Fund February 2012 - July 2012
Goldman Sachs February 2008 - February 2012
DKR Capital 2003 - 2005
CheckFree Investment Services 2000 - 2001
Ernst & Young, LLP 1999 - 2000
Skills
Fixed Income, Quantitative Finance, Derivatives, Credit Derivatives, Equities, Trading, Financial Markets, Portfolio Management, Credit Risk, Equity Derivatives, Options, Trading Systems, C#, Financial Modeling, Quantitative Analysis, Monte Carlo Simulation, Risk Management, Matlab, SQL, C++, Hedge Funds, Bonds, Equity Trading, Securities, Swaps, Investments, Bloomberg, SQL Server, Functional Programming, Machine Learning, F#, Interest Rate..., Quantitative Analytics
Education
Columbia Engineering
MS, Financial Engineering
Georgia Institute of Technology
B, Electrical Engineering
J.P. Morgan June 2008 - Present
J.P. Morgan August 2005 - June 2008
Morgan Stanley 2004 - 2005
Skills
Hedge Funds, Fixed Income, Investment Strategies, Investment Management, Investments, Alternative Investments
Education
Colorado State University 2000 — 2003
B.S. Business Administration, Finance and Real Estate
Queensland University of Technology 2002 — 2002
Study abroad program, International finance and economics
J.P. Morgan December 2012 - Present
Maratan Partners LLC April 2007 - November 2012
Lehman Brothers May 2006 - March 2007
Lehman Brothers July 2003 - May 2006
WR Hambrecht + Co October 1999 - January 2003
Goldman Sachs July 1998 - September 1999
Goldman Sachs June 1997 - September 1999
Skills
Capital Markets, Series 63, Interest Rate..., Wealth Management, Options, Electronic Trading, Investment Strategies, Asset Allocation, Equities, Risk Management, Commodity, Portfolio Management, Financial Modeling, Series 7, Asset Management, Mergers & Acquisitions, Financial Markets, FX Options, Venture Capital, Fixed Income, Foreign Exchange, Financial Structuring, Private Equity, Due Diligence, Structured Finance, Quantitative Finance, Alternative Investments, Emerging Markets, Investments, Hedge Funds, Investment Management, Financial Analysis, Financial Risk, Trading, Securities, Bonds, Equity Research, Strategy, Market Risk, Equity Derivatives, Investment Banking, Trading Systems, Structured Products, Valuation, Credit Derivatives, Corporate Finance, Corporate Development, Quantitative Analytics, Business Strategy, Derivatives
Education
Columbia University - Columbia Business School 2001 — 2003
Executive MBA, Finance and Management
Columbia University - Fu Foundation School of Engineering and Applied Science
Ph.D. candidate, Electrical Engineering
Massachusetts Institute of Technology
6, Electrical Engineering / Computer Science
Harvard University 1993 — 1997
S.B. with Honors, Electrical, Computer and Systems Engineering
Regents Park Apartments June 2012 - Present
Illinois Central School Bus November 2010 - February 2012
Chicago Transit Authority December 2008 - October 2010
Art's Transportation July 2007 - November 2008
Crown Services November 2006 - January 2007
J.P. Morgan January 2006 - June 2006
Columbia College Chicago February 2001 - May 2004
Skills
Data Entry, Mac, Microsoft Office, Photoshop, Entertainment, Typing, Fax, PC, Answering Telephones, Mail Sorting, Storage, Heavy Lifting, Concierge Services, Resident Relations, Class B CDL, Air Brakes, Windows 7, Management, Public Relations, Telephone Skills, Photocopier
Education
Columbia College Chicago 2000 — 2010
Bachelor of Liberal Arts (B.A.), Music Business, 2.5
Proviso West High School 1995 — 1999
J.P. Morgan July 2015 - Present
J.P. Morgan February 2013 - Present
J.P. Morgan July 2011 - February 2013
ISE June 2010 - December 2010
Morgan Investment Fund February 2010 - May 2010
InternExchange June 2009 - August 2009
Columbia University Calling Center September 2008 - April 2009
Skills
Calypso, DerivClear, FARA, Microsoft Office, Matlab, Bloomberg, Thomson One Analytics, Derivatives, Financial Modeling, Analysis, Data Analysis, Economics, Equities, Fixed Income, Investment Banking, SAS
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
Bachelor of Science (B.S.), Industrial Engineering and Operations Research
Columbia University in the City of New York 2007 — 2011
Bachelor's degree, Operations Research
Beacon Hill Staffing Group February 2015 - Present
Aspire Financial Search August 2013 - January 2015
J.P. Morgan June 2011 - July 2013
SunCor Development October 2005 - December 2009
Skills
Recruiting, Accounting, Consulting, Management Consulting, SharePoint, Organizational..., Business Development, Organizational Behavior, Full-life Cycle..., Financial Recruiting, Organizational..., MBTI, DISC, Organizational..., Business Strategy, Psychometrics, Psychological Assessment, Behavioral Interviewing, Job Analysis, 360 Feedback, Career Development..., Change Management, Executive Coaching, Leadership, Financial Reporting, Microsoft Office, Finance, Management, Strategy, Interviews, Human Resources, Internal Controls
Education
The Chicago School of Professional Psychology 2012 — 2014
Master's Degree, Industrial and Organizational Psychology, 3.78
Colorado Technical University
Bachelor of Science (BS), Accounting
J.P. Morgan January 2011 - Present
JPMorgan Chase June 2008 - January 2011
Deutsche Bank Securities April 2006 - December 2007
JPMorgan Chase July 1988 - March 2006
Skills
Risk Management, Options Strategies, Mortgage Servicing..., Trading, Asset/Liability..., Treasury Management, Regulatory Advisory, ALM, Banking, Derivatives, FX Options, Capital Markets, Financial Risk, Fixed Income, Interest Rate Risk..., Investments, Liquidity Risk, Options, Portfolio Management, Treasury, Equities, Hedge Funds, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Columbia Engineering 1985 — 1986
M.S., Operations Research
Columbia University in the City of New York 1984 — 1985
M.A., Mathematics
Reed College 1980 — 1984
B.A., Mathematics
Columbia College March 2015 - Present
Tyson Foods September 2014 - February 2015
Kellogg's July 2011 - September 2014
Himoinsa Power Systems Inc December 2010 - April 2011
J.P. Morgan August 2009 - October 2009
Interstate Brands Corporation October 2007 - May 2008
State of Missouri October 1996 - January 2007
Skills
Kronos, Payroll, Accounting, Human Resources, Employee Benefits, PeopleSoft, Outlook, SAP, Budgets, Microsoft Excel, Invoicing, Benefits Administration, ADP Payroll
Education
Columbia College 2011 — 2015
B.S. & B.A., Business & HR Management
BAV Consulting 2012 - Present
Beacon Business Intelligence December 2007 - October 2012
Time Warner Book Group 2001 - 2005
Saks Fifth Avenue 2000 - 2001
McKinsey & Company 1998 - 2000
J.P. Morgan 1994 - 1996
Skills
Digital Strategy, Marketing Strategy, Corporate Development, Marketing, Business Strategy, Strategy, Mergers, Business Development, Entrepreneurship, Project Management, Management Consulting, Start-ups, Due Diligence, Retail, Strategic Planning, Management, Business Planning, Competitive Analysis, Mergers, New Business Development, Strategic Negotiations, Strategic Partnerships
Education
Harvard Business School 1996 — 1998
MBA
Columbia College (NY) 1990 — 1994
Bachelor of Arts cum laude, Economics
Tudor, Pickering, Holt & Co. November 2013 - Present
J.P. Morgan February 2013 - November 2013
JP Morgan June 2010 - February 2013
Goldman Sachs July 2009 - May 2010
Goldman Sachs June 2008 - August 2008
Simpson Thacher & Bartlett LLP 2007 - 2007
Skills
MLP Modeling, Equity Research, Equity Valuation, Oil&Gas, Energy Industry, MLP, Equity Capital Markets, Valuation, Bloomberg, Equities, Hedge Funds, Investment Banking, Financial Modeling, Capital Markets, Due Diligence, Private Equity
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Columbia University School of Law 2005 — 2009
JD
University of Pennsylvania 1998 — 2002
Bachelor of Arts (BA)
The Altamont School 1992 — 1998
High School
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2014 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2013 - July 2013
New York State Unified Court System January 2013 - April 2013
Kasowitz, Benson, Torres & Friedman LLP May 2012 - July 2012
J.P. Morgan September 2009 - July 2011
Education
Columbia Law School 2011 — 2014
Doctor of Law (JD)
University of Pennsylvania 2005 — 2009
BA, History and Urban Studies
Shearman & Sterling LLP October 2006 - Present
Credit Suisse December 2009 - February 2010
Shearman & Sterling LLP May 2005 - August 2005
Citigroup August 2001 - July 2003
J.P. Morgan June 2000 - August 2000
Skills
Securities Regulation, Capital Markets, Corporate Law, Corporate Governance
Education
Columbia Law School 2003 — 2006
JD
Wellesley College 1997 — 2001
BA, Economics and Political Science, magna cum laude
Morgan Stanley January 2011 - August 2013
JP Morgan November 2009 - October 2010
J.P. Morgan June 2009 - September 2009
Deloitte July 2007 - August 2007
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
MS, Financial Engineering
Twente University 2004 — 2008
BS, Applied Mathematics
Sekaran Consulting LLC 2006 - Present
IFL 2004 - 2006
Morgan Stanley 1994 - 2002
J.P. Morgan 1987 - 1994
FICO 1984 - 1986
Skills
Investment Banking, Mergers & Acquisitions, Capital Markets, Alternative Investments, Hedge Funds, Valuation, Equities, Fixed Income
Education
Stanford University 1982 — 1984
MS, Mathematics
Columbia College (NY) 1978 — 1982
BA, Mathematics
J.P. Morgan August 2013 - Present
Barclays Capital June 2012 - August 2012
Skills
C++, R, LaTeX, Matlab, Fixed Income, Quantitative Analytics
Education
Columbia Engineering 2008 — 2013
Lazard May 2013 - Present
J.P. Morgan September 1987 - January 2013
Education
Oxford University (MA) 1985 — 1987
Master's degree, Economics
Columbia College (NY) 1981 — 1985
BA, Chinese, Economics
J.P. Morgan December 2012 - June 2014
JPMorgan Chase August 2011 - December 2011
Education
Columbia Engineering 2010 — 2011
Master of Science, Operations Research
Nanyang Technological University 2006 — 2010
Bachelor, Electrical and Electronics Engineering
Columbia Law School August 2013 - Present
Federal Trade Commission June 2015 - August 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
J.P. Morgan June 2012 - June 2013
Meredith Whitney Advisory Group June 2011 - April 2012
Meredith Whitney Advisory Group June 2010 - August 2010
GE Capital August 2009 - October 2009
BlogHer May 2009 - August 2009
Stride Gum, Cadbury LLC August 2007 - April 2009
Education
Columbia Law School 2013 — 2016
Doctor of Law (J.D.)
University of Pennsylvania 2007 — 2011
Bachelor of Arts
Citi June 2013 - Present
Citi June 2012 - August 2012
J.P. Morgan July 2011 - August 2011
Bank of Thailand May 2011 - June 2011
Siam Commercial Bank May 2010 - June 2010
KT Zmico Securities Company Limited June 2009 - August 2009
Skills
Java, Matlab, PowerPoint, Microsoft Excel, Project Management, Investments, Microsoft Word, English, HTML, Thai language, Economics, Capital Markets, Analysis, Data Analysis, Thai, Research, Financial Modeling, Investment Banking, Microsoft Office, Corporate Finance, Financial Analysis, Financial Institutions, Insurance, Bancassurance
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2013
Master of Science (M.S.), Operations Research, 3.96 / 4.00
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2013
Bachelor of Science (B.S.), Financial Engineering, Undergraduate Advanced Track, 3.86 / 4.00
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
Columbia University in the City of New York January 2014 - May 2014
HSBC July 2013 - August 2013
Hua An Fund Management Co. Ltd. May 2013 - June 2013
HuaTai Securities Co.,Ltd. June 2012 - July 2012
Skills
Quantitative Analytics, Microsoft Office, VBA, Java, Matlab, Research, Leadership, Financial Analysis, Financial Accounting
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2015
Bachelor of Science (BS), Financial Engineering
Nanjing Foreign Language School 2005 — 2011
High School Diploma
Fidelity Investments August 2015 - Present
Fidelity Investments January 2015 - August 2015
Fidelity Investments July 2014 - January 2015
Fidelity Investments September 2013 - June 2014
J.P. Morgan August 2012 - August 2013
American Eagle Outfitters December 2007 - August 2010
Hollister Company June 2006 - August 2007
Skills
Team Leadership, Customer Service, Series 6, Banking, Series 7, Analytical Skills, Training, Leadership, Sales, Finance, Investments, Analytical Thinking, Accounting Studies, Finance Strategies, Economics Studies, Econometric Modeling, Statistical Modeling, Marketing Studies, Series 66, Microsoft Excel
Education
Colorado State University 2006 — 2012
Bachelor of Arts, Economics
Colorado State University 2006 — 2010
Bachelor of Arts, Political Science
University of Northern Colorado 2005 — 2006
J.P. Morgan February 2014 - Present
BlueMountain Capital Management June 2013 - August 2013
Hermes Capital Advisors, LLC March 2013 - June 2013
China International Fund Management Co., Ltd December 2012 - January 2013
CBRE July 2010 - August 2010
Skills
Java, C++, VBA, Matlab, Stochastic Calculus, Monte Carlo Simulation, Probability Theory, Statistics, Partial Differential..., Linear Algebra, Mathematical Logic, Modern Portfolio Theory, Financial Economics, Microeconomics, Macroeconomics, Econometrics, Optimizations, Data Structures, Derivatives, Bloomberg, Python, Financial Engineering, Options
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2013
Master of Science (MS), Financial Engineering
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Bachelor of Arts (BA), Mathematics, Economics, 3.85/4.00
J.P. Morgan August 2010 - January 2011
Skills
Data Entry, Typing, Filing, Coping
Education
Colorado Technical University 2012 — 2014
Sawyer College of Business 1999 — 2000
certificate of Administration Assistant, Business Administration and Management, General
Donna Karan International, LVMH April 2014 - May 2015
J.P. Morgan July 2011 - April 2014
Oscar de la Renta May 2011 - June 2011
J.P. Morgan June 2010 - August 2010
HSBC June 2009 - August 2009
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
General Assembly 2015 — 2015
University of Pennsylvania 2007 — 2011
Bachelor's Degree
Colegio Franklin Delano Roosevelt, The American School of Lima 1993 — 2007
International Baccalaureate (IB)
NorthReal April 2013 - Present
J.P. Morgan January 2012 - March 2013
X Factor Communications, Inc. 2007 - 2011
Washington State University January 2004 - October 2006
Skills
JavaScript, SQL, XML, Software Development, jQuery, Java, MySQL, Web Services, PHP, Swift, iOS, Android SDK, ActionScript, C#
Education
Columbia Basin College
Associate of Arts (A.A.)
Washington State University