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
Employee
Years
Job
Industry
Arnold Kim Arnold Kim's J.P. Morgan Experience 2005 - 2005
Job Chief Operating Officer
Industry Wireless
Experience
Advanced RF Technologies 2011 - Present
PGP Capital Advisors 2008 - 2011
Evercore Partners 2006 - 2008
J.P. Morgan 2005 - 2005
PGP Capital Advisors 2004 - 2004
AXA Advisors 2002 - 2003
Bear Stearns 1999 - 2001
Citi 1998 - 1999
Skills
RF
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Economics, International Business
Columbia University in the City of New York 1994 — 1998
BA, English, Economics
Advanced RF Technologies 2011 - Present
PGP Capital Advisors 2008 - 2011
Evercore Partners 2006 - 2008
J.P. Morgan 2005 - 2005
PGP Capital Advisors 2004 - 2004
AXA Advisors 2002 - 2003
Bear Stearns 1999 - 2001
Citi 1998 - 1999
Skills
RF
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Economics, International Business
Columbia University in the City of New York 1994 — 1998
BA, English, Economics
Ceren Baseren Ceren Baseren's J.P. Morgan Experience June 2010 - July 2013
Job MBA candidate at University of California, Berkeley, Haas School of Business
Industry Financial Services
Experience
J.P. Morgan Asset Management 2015 - 2015
J.P. Morgan June 2010 - July 2013
HSBC June 2008 - July 2008
Skills
Investment Banking, Capital Markets, Teamwork, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Equities, Private Equity, Investments, Business Strategy, Data Analysis
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2015 — 2015
Master of Business Administration (M.B.A.), 2015 Fall Term Exchange
London School of Economics and Political Science 2007 — 2010
Bachelor's Degree, BSc in Government and Economics (Joint Honours)
British International School, Cairo - BISC (Egypt) 2003 — 2007
High School
International School of Milan - ISM (Italy) 2000 — 2002
Middle School
J.P. Morgan Asset Management 2015 - 2015
J.P. Morgan June 2010 - July 2013
HSBC June 2008 - July 2008
Skills
Investment Banking, Capital Markets, Teamwork, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Equities, Private Equity, Investments, Business Strategy, Data Analysis
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2015 — 2015
Master of Business Administration (M.B.A.), 2015 Fall Term Exchange
London School of Economics and Political Science 2007 — 2010
Bachelor's Degree, BSc in Government and Economics (Joint Honours)
British International School, Cairo - BISC (Egypt) 2003 — 2007
High School
International School of Milan - ISM (Italy) 2000 — 2002
Middle School
Lisa (Fasano) Cartwright Lisa (Fasano) Cartwright's J.P. Morgan Experience 1998 - 2000
Job Entrepreneur and Investor
Industry Consumer Goods
Experience
Make People Better, LLC June 2014 - Present
JP Morgan Chase March 2010 - June 2014
Citi April 2000 - April 2004
J.P. Morgan 1998 - 2000
ABN AMRO Bank N.V. 1997 - 1998
Morgan Stanley Smith Barney October 1995 - October 1997
Christie's August 1989 - January 1994
Skills
Equity Research, Financial Modeling, Hedge Funds, Private Equity, Bloomberg, Securities, Financial Analysis, Investments, Fixed Income, Asset Managment, Derivatives, Capital Markets, Investment Banking, Asset Management, Alternative Investments, Equity Valuation
Education
Columbia Business School 1994 — 1995
MBA, Accounting & Finance
The University of Texas at Austin 1984 — 1988
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts and Art History
Make People Better, LLC June 2014 - Present
JP Morgan Chase March 2010 - June 2014
Citi April 2000 - April 2004
J.P. Morgan 1998 - 2000
ABN AMRO Bank N.V. 1997 - 1998
Morgan Stanley Smith Barney October 1995 - October 1997
Christie's August 1989 - January 1994
Skills
Equity Research, Financial Modeling, Hedge Funds, Private Equity, Bloomberg, Securities, Financial Analysis, Investments, Fixed Income, Asset Managment, Derivatives, Capital Markets, Investment Banking, Asset Management, Alternative Investments, Equity Valuation
Education
Columbia Business School 1994 — 1995
MBA, Accounting & Finance
The University of Texas at Austin 1984 — 1988
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts and Art History
Juan Fernando Marin Juan Fernando Marin's J.P. Morgan Experience July 2014 - Present
Job Associate, Investment Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Columbia Business School September 2012 - May 2014
Actis January 2012 - July 2012
Banca de Inversion Bancolombia January 2011 - December 2011
Banca de Inversion Bancolombia July 2006 - December 2010
The Weston Group January 2004 - June 2006
Skills
Mergers & Acquisitions, Project Finance, Investment Banking, Private Equity, Security Analysis, Leveraged Finance, Latin America, Valuation, Value Investing, Investments, Emerging Markets, LBO
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Universidad de Los Andes 2006 — 2007
Post Graduate Degree in Economics
Universidad EAFIT 1998 — 2003
Bachelor of Business Administration (B.B.A.), International Business
J.P. Morgan July 2014 - Present
Columbia Business School September 2012 - May 2014
Actis January 2012 - July 2012
Banca de Inversion Bancolombia January 2011 - December 2011
Banca de Inversion Bancolombia July 2006 - December 2010
The Weston Group January 2004 - June 2006
Skills
Mergers & Acquisitions, Project Finance, Investment Banking, Private Equity, Security Analysis, Leveraged Finance, Latin America, Valuation, Value Investing, Investments, Emerging Markets, LBO
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Universidad de Los Andes 2006 — 2007
Post Graduate Degree in Economics
Universidad EAFIT 1998 — 2003
Bachelor of Business Administration (B.B.A.), International Business
James Wangsness James Wangsness's J.P. Morgan Experience 1985 - 1993
Job President at TMC Bonds LLC
Industry Financial Services
Experience
TMC Bonds November 2006 - Present
TD Ameritrade March 2002 - March 2006
PortfolioScope August 2000 - November 2001
Inventure Group July 1997 - May 2000
Zacks Investment Research August 1993 - July 1997
J.P. Morgan 1985 - 1993
Skills
Series 24, Fixed Income Trading, Series 7, Electronic Trading, Fixed Income, Series 53, Series 65, Series 63, Equities & Derivatives..., Market Data, Back Office, Wealth Management..., Trading, Bonds, Proprietary Trading, FX Options, Securities, Trading Strategies, Investor Relations, Private Equity
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), International Business
Columbia University (Columbia College) in the City of New York 1980 — 1984
BA, Economics
TMC Bonds November 2006 - Present
TD Ameritrade March 2002 - March 2006
PortfolioScope August 2000 - November 2001
Inventure Group July 1997 - May 2000
Zacks Investment Research August 1993 - July 1997
J.P. Morgan 1985 - 1993
Skills
Series 24, Fixed Income Trading, Series 7, Electronic Trading, Fixed Income, Series 53, Series 65, Series 63, Equities & Derivatives..., Market Data, Back Office, Wealth Management..., Trading, Bonds, Proprietary Trading, FX Options, Securities, Trading Strategies, Investor Relations, Private Equity
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), International Business
Columbia University (Columbia College) in the City of New York 1980 — 1984
BA, Economics
Lou Iannaccone's J.P. Morgan Experience September 1987 - May 1994
Job Technology. Consulting. CIO coaching.
Industry Information Technology and Services
Experience
IThryrv February 2007 - June 2009
Parses Inc February 2007 - March 2009
Clayton Holdings November 2004 - February 2007
KeySpan September 2001 - November 2004
IMX Exchange April 2000 - September 2001
Chicago Title October 1998 - April 2000
Long Island Savings May 1994 - October 1998
J.P. Morgan September 1987 - May 1994
McGraw Hill Corporation December 1983 - September 1987
International Thomson (Transport Press) April 1980 - December 1983
Skills
Outsourcing, Management, Strategy, Governance, Business Intelligence, Data Center, IT Strategy, Integration, IT Recruitment, IT Operations, Databases, IT Management, IT Service Management, Start-ups, Process Improvement, SaaS, Telecommunications, IT Outsourcing, IT Solutions, Banking, Business Strategy, Information Technology, Networking, Team Building, Budgets, Software Development, Vendor Management, E-commerce, Business Development, Leadership, Data Warehousing, Business Planning, Business Analysis, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1974 — 1976
MBA
St. Francis College 1972 — 1974
Bachelor’s Degree
sfp
IThryrv February 2007 - June 2009
Parses Inc February 2007 - March 2009
Clayton Holdings November 2004 - February 2007
KeySpan September 2001 - November 2004
IMX Exchange April 2000 - September 2001
Chicago Title October 1998 - April 2000
Long Island Savings May 1994 - October 1998
J.P. Morgan September 1987 - May 1994
McGraw Hill Corporation December 1983 - September 1987
International Thomson (Transport Press) April 1980 - December 1983
Skills
Outsourcing, Management, Strategy, Governance, Business Intelligence, Data Center, IT Strategy, Integration, IT Recruitment, IT Operations, Databases, IT Management, IT Service Management, Start-ups, Process Improvement, SaaS, Telecommunications, IT Outsourcing, IT Solutions, Banking, Business Strategy, Information Technology, Networking, Team Building, Budgets, Software Development, Vendor Management, E-commerce, Business Development, Leadership, Data Warehousing, Business Planning, Business Analysis, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1974 — 1976
MBA
St. Francis College 1972 — 1974
Bachelor’s Degree
sfp
Louise Lee Louise Lee's J.P. Morgan Experience 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan 2013 - Present
McKinsey & Company June 2012 - August 2012
Skills
Valuation, Equity Research, Financial Modeling, Fixed Income, Equities, Bloomberg, Investment Banking, Capital Markets, Portfolio Management, Equity Valuation, Finance, Investments, Hedge Funds, Alternative Investments, Derivatives
Education
Columbia University - Columbia Business School 2008 — 2012
Bachelor of Science (BS), Finance, General
J.P. Morgan 2013 - Present
McKinsey & Company June 2012 - August 2012
Skills
Valuation, Equity Research, Financial Modeling, Fixed Income, Equities, Bloomberg, Investment Banking, Capital Markets, Portfolio Management, Equity Valuation, Finance, Investments, Hedge Funds, Alternative Investments, Derivatives
Education
Columbia University - Columbia Business School 2008 — 2012
Bachelor of Science (BS), Finance, General
John J. Morris John J. Morris's J.P. Morgan Experience March 2013 - Present
Job Senior Private Banker at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan March 2013 - Present
GenSpring Family Offices March 2006 - December 2012
Bank of America June 2002 - March 2006
Skills
Wealth Management, Asset Management, Risk Management, Portfolio Management, Investments, Alternative Investments, High Net Worth..., Wealth Management..., Private Banking, Investment Advisory, Asset Allocation, Wealth, Series 7, Investment Banking, Mutual Funds, Strategic Financial..., Credit, Equities, Estate Planning, Retirement Planning, Hedge Funds, Family Office, Banking, Securities, Relationship Management, Investment Strategies, Asset Managment, Private Equity, Investment Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Marketing, Finance
J.P. Morgan March 2013 - Present
GenSpring Family Offices March 2006 - December 2012
Bank of America June 2002 - March 2006
Skills
Wealth Management, Asset Management, Risk Management, Portfolio Management, Investments, Alternative Investments, High Net Worth..., Wealth Management..., Private Banking, Investment Advisory, Asset Allocation, Wealth, Series 7, Investment Banking, Mutual Funds, Strategic Financial..., Credit, Equities, Estate Planning, Retirement Planning, Hedge Funds, Family Office, Banking, Securities, Relationship Management, Investment Strategies, Asset Managment, Private Equity, Investment Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1983 — 1987
BS, Marketing, Finance
Barry Hoffner Barry Hoffner's J.P. Morgan Experience 1985 - 1995
Job Founder, Executive Director at Caravan to Class
Industry Nonprofit Organization Management
Experience
Pine Mountain Cloverdale Peak Winegrowers Association March 2013 - Present
Caravan to Class April 2010 - Present
Silverwood Ranch 2004 - Present
Slide Ranch December 2010 - December 2013
ING Barings 1996 - 2002
J.P. Morgan 1985 - 1995
Skills
Non-profit Management, Business Strategy, Fundraising, Community Outreach, Non-profits, Strategic Planning, Nonprofits, Public Speaking, Event Planning, Marketing Communications, Social Media, Leadership Development, Entrepreneurship
Education
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (MBA), International Finance
University of California, Irvine 1978 — 1982
Bachelor of Science (BS), Economics
Pine Mountain Cloverdale Peak Winegrowers Association March 2013 - Present
Caravan to Class April 2010 - Present
Silverwood Ranch 2004 - Present
Slide Ranch December 2010 - December 2013
ING Barings 1996 - 2002
J.P. Morgan 1985 - 1995
Skills
Non-profit Management, Business Strategy, Fundraising, Community Outreach, Non-profits, Strategic Planning, Nonprofits, Public Speaking, Event Planning, Marketing Communications, Social Media, Leadership Development, Entrepreneurship
Education
Columbia University - Columbia Business School 1983 — 1985
Master of Business Administration (MBA), International Finance
University of California, Irvine 1978 — 1982
Bachelor of Science (BS), Economics
Justin Look, CFA Justin Look, CFA's J.P. Morgan Experience July 2015 - Present
Job Associate, Mergers & Acquisitions at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2002 — 2006
BS
J.P. Morgan July 2015 - Present
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2002 — 2006
BS
Bill Koehler Bill Koehler's J.P. Morgan Experience 1991 - 1996
Job Senior Financial Services Executive
Industry Financial Services
Experience
KeyCorp 2011 - 2014
KeyCorp 2010 - 2010
KeyCorp 2008 - 2010
KeyCorp 2007 - 2008
KeyCorp 2006 - 2007
KeyCorp 2003 - 2007
KeyCorp 1996 - 2002
J.P. Morgan 1991 - 1996
Oxford Venture Corp. 1987 - 1989
Skills
Finance, Mergers, Portfolio Management, Risk Management, Corporate Finance, Banking, Investments, Start-ups, Leadership, Management, Capital Markets, Loans, Strategic Planning, Commercial Banking, Sales, Structured Finance
Education
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Columbia University - Columbia Business School 1989 — 1991
Master of Business Administration (M.B.A.), Accounting and Finance
KeyCorp 2011 - 2014
KeyCorp 2010 - 2010
KeyCorp 2008 - 2010
KeyCorp 2007 - 2008
KeyCorp 2006 - 2007
KeyCorp 2003 - 2007
KeyCorp 1996 - 2002
J.P. Morgan 1991 - 1996
Oxford Venture Corp. 1987 - 1989
Skills
Finance, Mergers, Portfolio Management, Risk Management, Corporate Finance, Banking, Investments, Start-ups, Leadership, Management, Capital Markets, Loans, Strategic Planning, Commercial Banking, Sales, Structured Finance
Education
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Economics
Columbia University - Columbia Business School 1989 — 1991
Master of Business Administration (M.B.A.), Accounting and Finance
David Levi, CFA's J.P. Morgan Experience 1999 - 2001
Job Managing Director, Head of Distribution
Industry Financial Services
Experience
Brookfield Investment Management April 2014 - Present
Nuveen Investments September 2009 - April 2014
AllianceBernstein 2004 - 2009
Legg Mason 2001 - 2004
J.P. Morgan 1999 - 2001
J.P. Morgan Asset Management 1996 - 1999
Alliance Capital Management 1993 - 1995
Skills
CFA, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Asset Allocation, Equities, Series 7, Fixed Income, Investment Strategies, Investments, Portfolio Management, Wealth Management, Capital Markets, Bloomberg, Emerging Markets, Separately Managed..., Investment Management, Fund Of Funds, Financial Markets, Investor Relations, Series 24, International Sales
Education
Columbia Business School
MBA, Finance
Hamilton College
Brookfield Investment Management April 2014 - Present
Nuveen Investments September 2009 - April 2014
AllianceBernstein 2004 - 2009
Legg Mason 2001 - 2004
J.P. Morgan 1999 - 2001
J.P. Morgan Asset Management 1996 - 1999
Alliance Capital Management 1993 - 1995
Skills
CFA, Alternative Investments, Hedge Funds, Asset Managment, Mutual Funds, Asset Allocation, Equities, Series 7, Fixed Income, Investment Strategies, Investments, Portfolio Management, Wealth Management, Capital Markets, Bloomberg, Emerging Markets, Separately Managed..., Investment Management, Fund Of Funds, Financial Markets, Investor Relations, Series 24, International Sales
Education
Columbia Business School
MBA, Finance
Hamilton College
Ipsita Smolinski's J.P. Morgan Experience 2006 - 2008
Job Managing Director at Capitol Street
Industry Hospital & Health Care
Experience
Capitol Street 2008 - Present
J.P. Morgan 2006 - 2008
Citi 2004 - 2006
Bear Stearns & Co 2002 - 2004
Pfizer 2001 - 2001
Centers for Disease Control and Prevention 1999 - 1999
The Lewin Group 1995 - 1999
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance & Healthcare
Columbia University Mailman School of Public Health 1999 — 2002
Master of Public Health (MPH), Maternal & Child Health
The Johns Hopkins University 1991 — 1995
Bachelor of Arts (BA), Public Health
Oakland Mils High
Oakland Mils High
Capitol Street 2008 - Present
J.P. Morgan 2006 - 2008
Citi 2004 - 2006
Bear Stearns & Co 2002 - 2004
Pfizer 2001 - 2001
Centers for Disease Control and Prevention 1999 - 1999
The Lewin Group 1995 - 1999
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance & Healthcare
Columbia University Mailman School of Public Health 1999 — 2002
Master of Public Health (MPH), Maternal & Child Health
The Johns Hopkins University 1991 — 1995
Bachelor of Arts (BA), Public Health
Oakland Mils High
Oakland Mils High
Claire DeWalt's J.P. Morgan Experience September 2011 - July 2014
Job Alternative Investments and Manager Selection at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2014 - Present
J.P. Morgan September 2011 - July 2014
Goldman Sachs 2007 - 2009
Skills
Private Equity, Alternative Investments, Corporate Development, Equity Research, Fixed Income, Emerging Markets
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA)
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.)
Goldman Sachs August 2014 - Present
J.P. Morgan September 2011 - July 2014
Goldman Sachs 2007 - 2009
Skills
Private Equity, Alternative Investments, Corporate Development, Equity Research, Fixed Income, Emerging Markets
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA)
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.)
Colette Bedard Colette Bedard's J.P. Morgan Experience 2010 - Present
Job Executive Recruiter at J.P. Morgan
Industry Staffing and Recruiting
Experience
J.P. Morgan 2010 - Present
San Francisco Symphony 2011 - 2014
Independent Contractor 2009 - 2010
Glocap Search 2007 - 2009
Deutsche Bank 2003 - 2007
Bear Stearns 1999 - 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Hedge Funds, Equities, Alternative Investments, Valuation, Financial Modeling, Investments, Venture Capital, Capital Markets, Asset Management, Investment Banking, Financial Services, Finance
Education
Columbia Business School
MBA
Middlebury College
BA
J.P. Morgan 2010 - Present
San Francisco Symphony 2011 - 2014
Independent Contractor 2009 - 2010
Glocap Search 2007 - 2009
Deutsche Bank 2003 - 2007
Bear Stearns 1999 - 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Hedge Funds, Equities, Alternative Investments, Valuation, Financial Modeling, Investments, Venture Capital, Capital Markets, Asset Management, Investment Banking, Financial Services, Finance
Education
Columbia Business School
MBA
Middlebury College
BA
Karl Mergenthaler, CFA Karl Mergenthaler, CFA's J.P. Morgan Experience February 2007 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
J.P. Morgan February 2007 - Present
Columbia Business School March 2013 - Present
Pace University - Lubin School of Business September 2008 - December 2013
Avatar Associates November 2003 - January 2007
Banc of America Securities June 1998 - November 2002
Arthur Andersen 1992 - 1996
Skills
Equities, Hedge Funds, Alternative Investments, Asset Allocation, Pension Funds, Portfolio Management, Mutual Funds, Investments, ETFs, Investment Strategies, Asset Management, Fixed Income, Capital Markets, Risk Management, Emerging Markets, Equity Valuation, Financial Markets, Trading, Equity Research, Quantitative Analytics, Quantitative Finance, Options, Investment Management
Education
Columbia University - Columbia Business School 1996 — 1998
M.B.A., Finance
Wesleyan University 1988 — 1992
B.A., Economics
Staples High School
J.P. Morgan February 2007 - Present
Columbia Business School March 2013 - Present
Pace University - Lubin School of Business September 2008 - December 2013
Avatar Associates November 2003 - January 2007
Banc of America Securities June 1998 - November 2002
Arthur Andersen 1992 - 1996
Skills
Equities, Hedge Funds, Alternative Investments, Asset Allocation, Pension Funds, Portfolio Management, Mutual Funds, Investments, ETFs, Investment Strategies, Asset Management, Fixed Income, Capital Markets, Risk Management, Emerging Markets, Equity Valuation, Financial Markets, Trading, Equity Research, Quantitative Analytics, Quantitative Finance, Options, Investment Management
Education
Columbia University - Columbia Business School 1996 — 1998
M.B.A., Finance
Wesleyan University 1988 — 1992
B.A., Economics
Staples High School
Jeff Housman's J.P. Morgan Experience July 2010 - March 2013
Job Vice President, Global Business Services at Burger King Corporation
Industry Restaurants
Experience
Burger King Corporation July 2014 - Present
Burger King Corporation March 2014 - July 2014
Burger King Corporation April 2013 - March 2014
J.P. Morgan July 2010 - March 2013
BankAtlantic December 2006 - July 2008
BankAtlantic December 2005 - December 2006
Skills
Corporate Finance, Financial Analysis, Valuation, Banking, Finance, Investment Banking
Education
Columbia Business School 2008 — 2010
MBA, Finance
Emory University 2000 — 2004
BBA, Finance and Management
Burger King Corporation July 2014 - Present
Burger King Corporation March 2014 - July 2014
Burger King Corporation April 2013 - March 2014
J.P. Morgan July 2010 - March 2013
BankAtlantic December 2006 - July 2008
BankAtlantic December 2005 - December 2006
Skills
Corporate Finance, Financial Analysis, Valuation, Banking, Finance, Investment Banking
Education
Columbia Business School 2008 — 2010
MBA, Finance
Emory University 2000 — 2004
BBA, Finance and Management
KELLI OKUJI KELLI OKUJI's J.P. Morgan Experience November 2013 - November 2013
Job MBA/MIA Candidate at Columbia Business School
Industry Philanthropy
Experience
JPMorgan Chase & Co. October 2014 - January 2015
Low Income Investment Fund June 2014 - August 2014
J.P. Morgan November 2013 - November 2013
Fragomen, Del Rey, Bernsen & Loewy November 2011 - December 2012
U.S. PIRG May 2011 - October 2011
Polaris Project January 2011 - May 2011
PRO-telligent, LLC October 2010 - December 2010
Free the Slaves June 2009 - August 2009
Skills
Excel, Bloomberg Terminal, Financial Analysis, PowerPoint, Microsoft Office, Economics, Research, Public Speaking, Non-profits, Grassroots Organizing, Community Outreach, Human Rights
Education
Columbia University - Columbia Business School 2013 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Columbia University - School of International and Public Affairs 2013 — 2016
Master's Degree, Management and Social Policy
Harvard University 2006 — 2010
Bachelor of Arts, Sociology, Anthropology of Human Rights
Robert Louis Stevenson School
JPMorgan Chase & Co. October 2014 - January 2015
Low Income Investment Fund June 2014 - August 2014
J.P. Morgan November 2013 - November 2013
Fragomen, Del Rey, Bernsen & Loewy November 2011 - December 2012
U.S. PIRG May 2011 - October 2011
Polaris Project January 2011 - May 2011
PRO-telligent, LLC October 2010 - December 2010
Free the Slaves June 2009 - August 2009
Skills
Excel, Bloomberg Terminal, Financial Analysis, PowerPoint, Microsoft Office, Economics, Research, Public Speaking, Non-profits, Grassroots Organizing, Community Outreach, Human Rights
Education
Columbia University - Columbia Business School 2013 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Columbia University - School of International and Public Affairs 2013 — 2016
Master's Degree, Management and Social Policy
Harvard University 2006 — 2010
Bachelor of Arts, Sociology, Anthropology of Human Rights
Robert Louis Stevenson School
Benjamin Karek's J.P. Morgan Experience August 2015 - Present
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - July 2015
JBGlobal April 2015 - May 2015
Weil, Gotshal & Manges LLP July 2014 - March 2015
US Army May 2013 - July 2014
US Army June 2012 - April 2013
US Army June 2011 - May 2012
US Army November 2010 - June 2011
Skills
Leadership, Military, Operational Planning, Logistics, Management, Active Top Secret...
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University
CFA Institute
Passed CFA Level 1
University of Michigan 2006 — 2010
BA with Distinction, Arabic and Islamic Studies
The American University in Cairo 2008 — 2008
Intermediate Modern Standard Arabic and Media Arabic
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - July 2015
JBGlobal April 2015 - May 2015
Weil, Gotshal & Manges LLP July 2014 - March 2015
US Army May 2013 - July 2014
US Army June 2012 - April 2013
US Army June 2011 - May 2012
US Army November 2010 - June 2011
Skills
Leadership, Military, Operational Planning, Logistics, Management, Active Top Secret...
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University
CFA Institute
Passed CFA Level 1
University of Michigan 2006 — 2010
BA with Distinction, Arabic and Islamic Studies
The American University in Cairo 2008 — 2008
Intermediate Modern Standard Arabic and Media Arabic
Grace Kim Grace Kim's J.P. Morgan Experience 1998 - 2000
Job Principal, Investor Relations at Arsenal Capital Partners
Industry Venture Capital & Private Equity
Experience
Arsenal Capital Partners June 2014 - Present
Providence Equity Partners September 2013 - April 2014
Forbes Private Capital Group / G2 Investment Group, LLC August 2010 - September 2013
Guggenheim Partners 2005 - August 2010
JP Morgan Investment Management 2000 - 2003
J.P. Morgan 1998 - 2000
Skills
Investor Relations, alternative, Marketing, Private Equity, Due Diligence, investments, Fundraising, Series 7, Alternative Investments, Fixed Income, Corporate Finance, Fund Of Funds, Business Development, Securities, Capital Raising, Hedge Funds, Portfolio Management, Management, Capital Markets
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Columbia University in the City of New York 1994 — 1998
BA, Economics
Arsenal Capital Partners June 2014 - Present
Providence Equity Partners September 2013 - April 2014
Forbes Private Capital Group / G2 Investment Group, LLC August 2010 - September 2013
Guggenheim Partners 2005 - August 2010
JP Morgan Investment Management 2000 - 2003
J.P. Morgan 1998 - 2000
Skills
Investor Relations, alternative, Marketing, Private Equity, Due Diligence, investments, Fundraising, Series 7, Alternative Investments, Fixed Income, Corporate Finance, Fund Of Funds, Business Development, Securities, Capital Raising, Hedge Funds, Portfolio Management, Management, Capital Markets
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
Columbia University in the City of New York 1994 — 1998
BA, Economics
Dominic Malleo Dominic Malleo's J.P. Morgan Experience 1999 - 2002
Job Director, Senior Credit Products Officer at Bank of America
Industry Banking
Experience
Bank of America 2013 - Present
Merrill Lynch 2006 - 2013
Bank of America, N.A. 2004 - 2006
J.P. Morgan 1999 - 2002
Skills
Relationship Management, Sales, Banking, Treasury Services, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Syndications, Fixed Income, IPO, Investment Banking, Executive Presentations, Negotiation, Influence Others, Leadership, Deal Closure, Corporate Partnership..., Team Management, Account Management, Financial Modeling, Strategic Planning, Business Development, Credit
Education
Columbia Business School 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Rutgers University
Bachelor of Science (B.S.), Exercise Science and Sports Studies
Bank of America 2013 - Present
Merrill Lynch 2006 - 2013
Bank of America, N.A. 2004 - 2006
J.P. Morgan 1999 - 2002
Skills
Relationship Management, Sales, Banking, Treasury Services, Credit Analysis, Credit Risk, Financial Analysis, Loan Origination, Syndications, Fixed Income, IPO, Investment Banking, Executive Presentations, Negotiation, Influence Others, Leadership, Deal Closure, Corporate Partnership..., Team Management, Account Management, Financial Modeling, Strategic Planning, Business Development, Credit
Education
Columbia Business School 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Rutgers University
Bachelor of Science (B.S.), Exercise Science and Sports Studies
Israel Martinez Israel Martinez's J.P. Morgan Experience July 2011 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2011 - Present
Swiss Re 2006 - 2009
Skills
Valuation, Investment Banking, Due Diligence, Financial Institutions, Financial Modeling, Venture Capital, Private Equity, Corporate Finance, Emerging Markets, Strategy, Capital Markets
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Instituto Tecnológico Autónomo de México
Actuarial Science
J.P. Morgan July 2011 - Present
Swiss Re 2006 - 2009
Skills
Valuation, Investment Banking, Due Diligence, Financial Institutions, Financial Modeling, Venture Capital, Private Equity, Corporate Finance, Emerging Markets, Strategy, Capital Markets
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Instituto Tecnológico Autónomo de México
Actuarial Science
Dan Innamorato's J.P. Morgan Experience July 2014 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2014 - Present
Sikorsky Aircraft August 2011 - July 2012
United Technologies July 2009 - August 2011
University of Connecticut September 2008 - May 2009
Skills
Equity Research, Financial Modeling, Valuation, Manufacturing..., Investment Banking, Corporate Finance, Finance, Portfolio Management, Financial Analysis, Lean Manufacturing, Process Improvement
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Connecticut 2005 — 2009
Bachelor of Science in Business Administration, Finance
J.P. Morgan July 2014 - Present
Sikorsky Aircraft August 2011 - July 2012
United Technologies July 2009 - August 2011
University of Connecticut September 2008 - May 2009
Skills
Equity Research, Financial Modeling, Valuation, Manufacturing..., Investment Banking, Corporate Finance, Finance, Portfolio Management, Financial Analysis, Lean Manufacturing, Process Improvement
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Connecticut 2005 — 2009
Bachelor of Science in Business Administration, Finance
Ana Maria Medina Ortega Ana Maria Medina Ortega's J.P. Morgan Experience July 2012 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2012 - Present
Estrategias Corporativas S.A. December 2007 - June 2010
Estrategias Corporativas S.A. July 2005 - December 2007
Skills
Finanzas corporativas, Análisis financiero, Elaboración de modelos..., Financial Modeling, Corporate Finance
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Universidad de Los Andes 2001 — 2006
Industrial Engineering
J.P. Morgan July 2012 - Present
Estrategias Corporativas S.A. December 2007 - June 2010
Estrategias Corporativas S.A. July 2005 - December 2007
Skills
Finanzas corporativas, Análisis financiero, Elaboración de modelos..., Financial Modeling, Corporate Finance
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Universidad de Los Andes 2001 — 2006
Industrial Engineering
Andrew Mellgard Andrew Mellgard's J.P. Morgan Experience September 2012 - December 2014
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
J.P. Morgan September 2012 - December 2014
Mercuria Energy Trading S.A. August 2011 - August 2012
Credit Suisse July 2008 - August 2011
Goldman Sachs November 1996 - June 2008
Mellon Bank April 1989 - October 1996
ExxonMobil August 1980 - August 1986
Skills
Commodities, Risk Management, Metals, Energy, Mining, Commodity, Capital Markets, Trading, Corporate Finance, Mergers & Acquisitions, Project Finance, Financial Analysis, Credit Risk, Coal, Due Diligence, Derivatives, Structured Finance, Management
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance & International Business
University of South Carolina-Columbia 1978 — 1980
MS, Geology
Lafayette College 1974 — 1978
BA, Geology
Morgan Stanley January 2015 - Present
J.P. Morgan September 2012 - December 2014
Mercuria Energy Trading S.A. August 2011 - August 2012
Credit Suisse July 2008 - August 2011
Goldman Sachs November 1996 - June 2008
Mellon Bank April 1989 - October 1996
ExxonMobil August 1980 - August 1986
Skills
Commodities, Risk Management, Metals, Energy, Mining, Commodity, Capital Markets, Trading, Corporate Finance, Mergers & Acquisitions, Project Finance, Financial Analysis, Credit Risk, Coal, Due Diligence, Derivatives, Structured Finance, Management
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance & International Business
University of South Carolina-Columbia 1978 — 1980
MS, Geology
Lafayette College 1974 — 1978
BA, Geology
Carla Casella's J.P. Morgan Experience 1995 - Present
Job Managing Director at JPMorgan
Industry Research
Experience
JPMorgan MD in HY ResearchJP Morgan2005 - Present
JP Morgan Chase 1995 - Present
J.P. Morgan 1995 - Present
Peace Corps 1992 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Economics
Vanderbilt University 1986 — 1991
JPMorgan MD in HY ResearchJP Morgan2005 - Present
JP Morgan Chase 1995 - Present
J.P. Morgan 1995 - Present
Peace Corps 1992 - 1994
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Economics
Vanderbilt University 1986 — 1991
Anant Inani Anant Inani's J.P. Morgan Experience July 2012 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
Opera Solutions April 2007 - August 2010
Fractal Analytics July 2005 - March 2007
Skills
Financial Modeling, Analytics, Management Consulting, Business Analytics, Valuation, Predictive Modeling, Predictive Analytics, Statistical Modeling, Market Entry, Strategy, Business Strategy, SAS, Leadership, Quantitative Analytics, Strategic Consulting, Private Equity, Corporate Development, Investment Banking, Consulting, Corporate Finance, Venture Capital, Competitive Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Indian Institute of Technology, Bombay 2001 — 2005
B. Tech., Chemical Engineering
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
Opera Solutions April 2007 - August 2010
Fractal Analytics July 2005 - March 2007
Skills
Financial Modeling, Analytics, Management Consulting, Business Analytics, Valuation, Predictive Modeling, Predictive Analytics, Statistical Modeling, Market Entry, Strategy, Business Strategy, SAS, Leadership, Quantitative Analytics, Strategic Consulting, Private Equity, Corporate Development, Investment Banking, Consulting, Corporate Finance, Venture Capital, Competitive Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Indian Institute of Technology, Bombay 2001 — 2005
B. Tech., Chemical Engineering
Jonathan Feldman Jonathan Feldman's J.P. Morgan Experience May 2013 - Present
Job Product Development at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Casey, Quirk & Associates June 2012 - May 2013
AllianceBernstein January 2010 - February 2012
AllianceBernstein May 2006 - December 2009
Sanford C. Bernstein (a unit of AllianceBernstein) July 2003 - June 2006
Merrill Lynch July 2002 - July 2003
JPMorgan Chase July 1997 - July 2000
Skills
Competitive Analysis, Market Research, Competitive Intelligence, Business Intelligence, Microstrategy, Market Intelligence, Market Opportunity..., Industry Trend Analysis, Asset Management, Product Development, Market Share Analysis, Competitive Landscape..., Strategic Planning, Marketing Strategy, Business Strategy, Strategic Thinking, Management Consulting, Strategic Consulting
Education
Columbia University - Columbia Business School
MBA
Cornell University
BA
J.P. Morgan May 2013 - Present
Casey, Quirk & Associates June 2012 - May 2013
AllianceBernstein January 2010 - February 2012
AllianceBernstein May 2006 - December 2009
Sanford C. Bernstein (a unit of AllianceBernstein) July 2003 - June 2006
Merrill Lynch July 2002 - July 2003
JPMorgan Chase July 1997 - July 2000
Skills
Competitive Analysis, Market Research, Competitive Intelligence, Business Intelligence, Microstrategy, Market Intelligence, Market Opportunity..., Industry Trend Analysis, Asset Management, Product Development, Market Share Analysis, Competitive Landscape..., Strategic Planning, Marketing Strategy, Business Strategy, Strategic Thinking, Management Consulting, Strategic Consulting
Education
Columbia University - Columbia Business School
MBA
Cornell University
BA
David Karnovsky, CFA David Karnovsky, CFA's J.P. Morgan Experience July 2013 - Present
Job Equity Research Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2013 - Present
Columbia Business School August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
UBS Investment Bank August 2006 - June 2011
Moody's Investors Service October 2005 - August 2006
Skills
Equity Research, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Hedge Funds, Accounting, Equities, Mutual Funds, Asset Management, Bloomberg Terminal, Capital Markets, Corporate Finance
Education
Columbia Business School 2011 — 2013
MBA
Emory University 2001 — 2005
BA, Economics, Middle Eastern Studies
J.P. Morgan July 2013 - Present
Columbia Business School August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
UBS Investment Bank August 2006 - June 2011
Moody's Investors Service October 2005 - August 2006
Skills
Equity Research, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Hedge Funds, Accounting, Equities, Mutual Funds, Asset Management, Bloomberg Terminal, Capital Markets, Corporate Finance
Education
Columbia Business School 2011 — 2013
MBA
Emory University 2001 — 2005
BA, Economics, Middle Eastern Studies
Andy Bishop Andy Bishop's J.P. Morgan Experience 1995 - 1998
Job Mobile Business Development & Partnerships
Industry Internet
Experience
AVG Technologies 2014 - Present
Mocospace - Social Gaming Network 2012 - 2013
Cellufun - Social Gaming Network 2008 - 2011
Sony Pictures Entertainment 2005 - 2008
Walt Disney Internet Group 2003 - 2005
HP Palm 2000 - 2002
Digital Entertainment Network - Startup 1998 - 2000
J.P. Morgan 1995 - 1998
Skills
Mobile Devices, Business Development, Marketing, Strategic Partnerships, Television, Digital Media, Monetization, Mobile Marketing, Digital Distribution, Mobile Advertising, Mobile Content, Digital Strategy, Applications, Strategic Planning, Mobile Applications, Product Development, Social Games, Social Media, Mobile Payments, Product Management, Advertising, Mobile Internet, New Media, Online Marketing, Digital Marketing, Content Strategy, Mobile Strategy, E-commerce, Strategy, Mobile Commerce, Video Games
Education
Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.), Digital Communication and Media/Multimedia, Honors
Georgetown University 1987 — 1991
Bachelor of Arts (B.A.), Economics, Honors
Vintage High School 1983 — 1987
High School Diploma, 4.0
AVG Technologies 2014 - Present
Mocospace - Social Gaming Network 2012 - 2013
Cellufun - Social Gaming Network 2008 - 2011
Sony Pictures Entertainment 2005 - 2008
Walt Disney Internet Group 2003 - 2005
HP Palm 2000 - 2002
Digital Entertainment Network - Startup 1998 - 2000
J.P. Morgan 1995 - 1998
Skills
Mobile Devices, Business Development, Marketing, Strategic Partnerships, Television, Digital Media, Monetization, Mobile Marketing, Digital Distribution, Mobile Advertising, Mobile Content, Digital Strategy, Applications, Strategic Planning, Mobile Applications, Product Development, Social Games, Social Media, Mobile Payments, Product Management, Advertising, Mobile Internet, New Media, Online Marketing, Digital Marketing, Content Strategy, Mobile Strategy, E-commerce, Strategy, Mobile Commerce, Video Games
Education
Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.), Digital Communication and Media/Multimedia, Honors
Georgetown University 1987 — 1991
Bachelor of Arts (B.A.), Economics, Honors
Vintage High School 1983 — 1987
High School Diploma, 4.0
Clara Teo's J.P. Morgan Experience June 2014 - August 2014
Job Senior Financial Analyst at Amazon
Industry Internet
Experience
Yumi Kim September 2014 - December 2014
J.P. Morgan June 2014 - August 2014
InterContinental Hotels Group 2012 - 2013
Monitor Group 2010 - 2012
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Singapore Management University 2006 — 2010
Accountancy, Business Management (Finance), GPA: 3.8 / 4.0
Raffles Junior College 2004 — 2005
Yumi Kim September 2014 - December 2014
J.P. Morgan June 2014 - August 2014
InterContinental Hotels Group 2012 - 2013
Monitor Group 2010 - 2012
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Singapore Management University 2006 — 2010
Accountancy, Business Management (Finance), GPA: 3.8 / 4.0
Raffles Junior College 2004 — 2005
Elliot Feldman Elliot Feldman's J.P. Morgan Experience June 2007 - August 2007
Job Summer Associate at Bain & Company
Industry Management Consulting
Experience
Bain & Company June 2015 - Present
Columbia Business School 2014 - Present
Barclays Capital July 2009 - June 2014
New York Needs You 2010 - 2014
Lehman Brothers May 2008 - August 2008
J.P. Morgan June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Investment Banking, Bloomberg, Valuation, Equity Research, Corporate Finance, Equities, Capital Markets, Bloomberg Terminal, Leadership, Nonprofits, Private Equity, Hedge Funds, Finance, Investments, Due Diligence
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Lehigh University - College of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Finance, Political Science, summa cum laude
Bain & Company June 2015 - Present
Columbia Business School 2014 - Present
Barclays Capital July 2009 - June 2014
New York Needs You 2010 - 2014
Lehman Brothers May 2008 - August 2008
J.P. Morgan June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Investment Banking, Bloomberg, Valuation, Equity Research, Corporate Finance, Equities, Capital Markets, Bloomberg Terminal, Leadership, Nonprofits, Private Equity, Hedge Funds, Finance, Investments, Due Diligence
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Lehigh University - College of Business and Economics 2005 — 2009
Bachelor of Science (B.S.), Finance, Political Science, summa cum laude
Carl Reiss Carl Reiss's J.P. Morgan Experience October 1997 - May 2000
Job President at Reiss Manufacturing, Inc.
Industry Plastics
Experience
Reiss Manufacturing, Inc. May 2000 - Present
J.P. Morgan October 1997 - May 2000
Cadwalader, Wickersham & Taft LLP September 1994 - January 1996
Skills
Injection Molding, Manufacturing, ISO, Mergers, Start-ups, Polymers, Rubber, New Business Development, Manufacturing..., Product Development, Coatings, Elastomers, Plastics, Quality System
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Georgetown University Law Center 1991 — 1994
JD
Georgetown University 1986 — 1990
BA
Groton School 1983 — 1986
Diploma
Reiss Manufacturing, Inc. May 2000 - Present
J.P. Morgan October 1997 - May 2000
Cadwalader, Wickersham & Taft LLP September 1994 - January 1996
Skills
Injection Molding, Manufacturing, ISO, Mergers, Start-ups, Polymers, Rubber, New Business Development, Manufacturing..., Product Development, Coatings, Elastomers, Plastics, Quality System
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Georgetown University Law Center 1991 — 1994
JD
Georgetown University 1986 — 1990
BA
Groton School 1983 — 1986
Diploma
Christian Branlund Christian Branlund's J.P. Morgan Experience June 2011 - July 2013
Job Corporate Finance at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2015 - Present
Management Consulting at Skype July 2013 - December 2013
J.P. Morgan June 2011 - July 2013
J.P. Morgan February 2009 - May 2011
Washington Mutual June 2005 - January 2009
Skills
Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Strategy, Management Consulting, Valuation, Mergers & Acquisitions, Capital Markets, Derivatives, Equities, Fixed Income, Risk Management, Project Management, Process Improvement, Process Automation, Credit, Trading
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.), Corporate Finance & Strategy
University of Washington, Michael G. Foster School of Business
BA, Finance, Corporate Entrepreneurship
Microsoft July 2015 - Present
Management Consulting at Skype July 2013 - December 2013
J.P. Morgan June 2011 - July 2013
J.P. Morgan February 2009 - May 2011
Washington Mutual June 2005 - January 2009
Skills
Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Strategy, Management Consulting, Valuation, Mergers & Acquisitions, Capital Markets, Derivatives, Equities, Fixed Income, Risk Management, Project Management, Process Improvement, Process Automation, Credit, Trading
Education
Columbia University - Columbia Business School 2014 — 2015
Master of Business Administration (M.B.A.), Corporate Finance & Strategy
University of Washington, Michael G. Foster School of Business
BA, Finance, Corporate Entrepreneurship
Brian K Hinds Brian K Hinds's J.P. Morgan Experience August 2011 - November 2012
Job Associate Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2013 - August 2015
Brookway 450 LLC August 2012 - August 2015
Morgan Stanley November 2012 - 2013
J.P. Morgan August 2011 - November 2012
JPMorgan Chase August 2010 - September 2011
JPMorgan Chase September 2009 - August 2010
Skills
Capital Markets, Financial Analysis, Financial Modeling, Presentation Development, Syndications, Business Strategy, Business Development, New Business Development, Financial Accounting, Analysis, Corporate Finance, Management, Strategic Planning, Microsoft Excel, Asset Management, Data Analysis, Finance, Leadership, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2014 — 2015
Graduate Certificate, Real Estate Finance and Investments
Rutgers Graduate Business School 2009 — 2011
Master's degree, Accounting
Rutgers Business School 2006 — 2009
Bachelor's degree, Accounting
UBS Wealth Management October 2013 - August 2015
Brookway 450 LLC August 2012 - August 2015
Morgan Stanley November 2012 - 2013
J.P. Morgan August 2011 - November 2012
JPMorgan Chase August 2010 - September 2011
JPMorgan Chase September 2009 - August 2010
Skills
Capital Markets, Financial Analysis, Financial Modeling, Presentation Development, Syndications, Business Strategy, Business Development, New Business Development, Financial Accounting, Analysis, Corporate Finance, Management, Strategic Planning, Microsoft Excel, Asset Management, Data Analysis, Finance, Leadership, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2014 — 2015
Graduate Certificate, Real Estate Finance and Investments
Rutgers Graduate Business School 2009 — 2011
Master's degree, Accounting
Rutgers Business School 2006 — 2009
Bachelor's degree, Accounting
David Messina David Messina's J.P. Morgan Experience July 2010 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2010 - Present
JPMorgan Chase March 2010 - July 2010
JPMorgan Chase September 2008 - March 2010
Skills
Mergers, Investment Banking, Strategy, Financial Analysis, Valuation, Emerging Markets, Due Diligence, Investment Management, Investments
Education
Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
J.P. Morgan July 2010 - Present
JPMorgan Chase March 2010 - July 2010
JPMorgan Chase September 2008 - March 2010
Skills
Mergers, Investment Banking, Strategy, Financial Analysis, Valuation, Emerging Markets, Due Diligence, Investment Management, Investments
Education
Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
John Fiore John Fiore's J.P. Morgan Experience April 2013 - Present
Job Executive Director Senior Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Cantor Fitzgerald November 2011 - September 2012
Bank of America Merrill Lynch April 2006 - June 2011
Goldman Sachs February 1997 - April 2006
Bankers Trust Company June 1995 - February 1997
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Securities Finance, Equities, Equity Derivatives, Fixed Income, Swaps, Bloomberg, Trading Systems, Options, Financial Markets, Securities, Finance, Financial Services, Investment Management, Emerging Markets, Capital Markets, Investment Banking
Education
Columbia Business School 1994 — 1995
MBA, Finance
Dartmouth College 1984 — 1988
BA, History
J.P. Morgan April 2013 - Present
Cantor Fitzgerald November 2011 - September 2012
Bank of America Merrill Lynch April 2006 - June 2011
Goldman Sachs February 1997 - April 2006
Bankers Trust Company June 1995 - February 1997
Skills
Prime Brokerage, Hedge Funds, Alternative Investments, Securities Finance, Equities, Equity Derivatives, Fixed Income, Swaps, Bloomberg, Trading Systems, Options, Financial Markets, Securities, Finance, Financial Services, Investment Management, Emerging Markets, Capital Markets, Investment Banking
Education
Columbia Business School 1994 — 1995
MBA, Finance
Dartmouth College 1984 — 1988
BA, History
Daniel Jano Daniel Jano's J.P. Morgan Experience August 2011 - June 2015
Job Principal at Partners Capital LLP
Industry Investment Management
Experience
Partners Capital LLP August 2015 - Present
J.P. Morgan August 2011 - June 2015
J.P. Morgan August 2009 - August 2011
Cowen and Company May 2008 - August 2008
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
The Johns Hopkins University 2005 — 2008
B.A
Partners Capital LLP August 2015 - Present
J.P. Morgan August 2011 - June 2015
J.P. Morgan August 2009 - August 2011
Cowen and Company May 2008 - August 2008
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
The Johns Hopkins University 2005 — 2008
B.A
Joe Plank Joe Plank's J.P. Morgan Experience July 2013 - Present
Job JPM Private Bank
Industry Investment Management
Experience
J.P. Morgan July 2013 - Present
Flintlock Capital Asset Management, LLC March 2011 - October 2012
JP Morgan May 2010 - March 2011
Tower Capital Asset Management L.P. June 2008 - July 2009
United States Air Force November 2006 - June 2008
United States Air Force May 2003 - November 2006
Skills
Hedge Funds, Military, Security Clearance, Financial Modeling, Strategic Planning
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
United States Air Force Academy 1999 — 2003
BS, Business Management
J.P. Morgan July 2013 - Present
Flintlock Capital Asset Management, LLC March 2011 - October 2012
JP Morgan May 2010 - March 2011
Tower Capital Asset Management L.P. June 2008 - July 2009
United States Air Force November 2006 - June 2008
United States Air Force May 2003 - November 2006
Skills
Hedge Funds, Military, Security Clearance, Financial Modeling, Strategic Planning
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
United States Air Force Academy 1999 — 2003
BS, Business Management
Holly Huffman MacDonald's J.P. Morgan Experience June 2011 - Present
Job Managing Director, Emerging Markets Strategist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2011 - Present
J.P. Morgan May 2012 - May 2014
J.P. Morgan June 2009 - June 2011
J.P. Morgan August 2002 - June 2009
Skills
Emerging Markets, Strategy, Valuation, Fixed Income, Capital Markets, Financial Analysis
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (M.B.A.)
Princeton University 1998 — 2002
Bachelor's Degree, Philosophy, Certificate in Finance and Spanish
J.P. Morgan June 2011 - Present
J.P. Morgan May 2012 - May 2014
J.P. Morgan June 2009 - June 2011
J.P. Morgan August 2002 - June 2009
Skills
Emerging Markets, Strategy, Valuation, Fixed Income, Capital Markets, Financial Analysis
Education
Columbia University - Columbia Business School 2007 — 2008
Master of Business Administration (M.B.A.)
Princeton University 1998 — 2002
Bachelor's Degree, Philosophy, Certificate in Finance and Spanish
Christopher Doman Christopher Doman's J.P. Morgan Experience July 2010 - July 2013
Job Associate at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer June 2015 - Present
Columbia Business School July 2013 - May 2015
Tishman Speyer June 2014 - August 2014
J.P. Morgan July 2010 - July 2013
Greenmoor Financial Group / Greenmoor Group Trading June 2009 - August 2009
Merrill Lynch June 2008 - September 2008
Skills
Financial Modeling, Investments, Bloomberg, Equities, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
B.A., Economics, Legal Studies
Tishman Speyer June 2015 - Present
Columbia Business School July 2013 - May 2015
Tishman Speyer June 2014 - August 2014
J.P. Morgan July 2010 - July 2013
Greenmoor Financial Group / Greenmoor Group Trading June 2009 - August 2009
Merrill Lynch June 2008 - September 2008
Skills
Financial Modeling, Investments, Bloomberg, Equities, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Valuation
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
B.A., Economics, Legal Studies
Edward Hsu's J.P. Morgan Experience 1996 - 1999
Job Assistant to the President at The World Bank
Industry Financial Services
Experience
The World Bank April 2011 - Present
International Finance Corporation September 2005 - March 2011
J.P. Morgan 1996 - 1999
Skills
Economic Development, Emerging Markets, Corporate Finance, Financial Modeling, Due Diligence, Project Finance, Financial Analysis, Financial Structuring, Structured Finance, Private Equity
Education
Columbia University - Columbia Business School 2002 — 2005
MBA
Princeton University 2002 — 2005
Master of Public Affairs, Development Studies
Yale University 1992 — 1996
1996, Double Major, Economics, East Asian Studies
The World Bank April 2011 - Present
International Finance Corporation September 2005 - March 2011
J.P. Morgan 1996 - 1999
Skills
Economic Development, Emerging Markets, Corporate Finance, Financial Modeling, Due Diligence, Project Finance, Financial Analysis, Financial Structuring, Structured Finance, Private Equity
Education
Columbia University - Columbia Business School 2002 — 2005
MBA
Princeton University 2002 — 2005
Master of Public Affairs, Development Studies
Yale University 1992 — 1996
1996, Double Major, Economics, East Asian Studies
Lauren Morea Lauren Morea's J.P. Morgan Experience June 2008 - July 2010
Job Portfolio Analysis and Marketing at Marathon Asset Management
Industry Financial Services
Experience
Marathon Asset Management August 2014 - Present
Oaktree Capital Management November 2013 - July 2014
American Express June 2013 - August 2013
Z Capital Partners, L.L.C. February 2013 - May 2013
The Blueshirt Group September 2010 - May 2012
J.P. Morgan June 2008 - July 2010
Skills
Investment Banking, Capital Markets, Investor Relations, Corporate Finance, Equities, Bloomberg, Valuation, Financial Modeling, IPO, Mergers, DCF, Financial Analysis, Fixed Income, LBO, Due Diligence, Corporate Development, Private Equity, Equity Research
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Washington and Lee University 2004 — 2008
Bachelor of Science, Business Administration
Marathon Asset Management August 2014 - Present
Oaktree Capital Management November 2013 - July 2014
American Express June 2013 - August 2013
Z Capital Partners, L.L.C. February 2013 - May 2013
The Blueshirt Group September 2010 - May 2012
J.P. Morgan June 2008 - July 2010
Skills
Investment Banking, Capital Markets, Investor Relations, Corporate Finance, Equities, Bloomberg, Valuation, Financial Modeling, IPO, Mergers, DCF, Financial Analysis, Fixed Income, LBO, Due Diligence, Corporate Development, Private Equity, Equity Research
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Washington and Lee University 2004 — 2008
Bachelor of Science, Business Administration
Edouard Thomas's J.P. Morgan Experience June 2008 - January 2010
Job MBA student at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Parkview Ventures March 2013 - Present
Columbia Business School January 2013 - Present
WallFinance March 2010 - Present
J.P. Morgan June 2008 - January 2010
Edmond de Rothschild Capital Partners October 2007 - May 2008
J.P. Morgan March 2007 - August 2007
Skills
Venture Capital, Start-ups, Internet, Private Equity, Real Estate, Valuation, Modeling Tools
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Entrepreneurship & Finance
EDHEC Business School 2004 — 2007
Lycée Pierre de fermat 2001 — 2003
Prépa
Parkview Ventures March 2013 - Present
Columbia Business School January 2013 - Present
WallFinance March 2010 - Present
J.P. Morgan June 2008 - January 2010
Edmond de Rothschild Capital Partners October 2007 - May 2008
J.P. Morgan March 2007 - August 2007
Skills
Venture Capital, Start-ups, Internet, Private Equity, Real Estate, Valuation, Modeling Tools
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Entrepreneurship & Finance
EDHEC Business School 2004 — 2007
Lycée Pierre de fermat 2001 — 2003
Prépa
Joe Kairen's J.P. Morgan Experience October 2014 - Present
Job Vice President Index Research at JPMorgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
J.P. Morgan October 2013 - October 2014
PwC August 2011 - October 2013
New York Angels December 2010 - April 2011
Diamond Management & Technology Consultants June 2010 - August 2010
J.P. Morgan September 2007 - August 2009
Barclays Capital May 2006 - September 2007
Deloitte September 2003 - May 2006
HP Financial Services April 2001 - July 2003
BOC Gases June 2000 - July 2003
Skills
Cross-functional Team..., Research, Auditing, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Management Consulting, Corporate Finance, Investments, Strategy, Business Strategy, Valuation, Business Development, Mergers & Acquisitions, Portfolio Management, Finance
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Strategy, Management, Finance
Rutgers University-New Brunswick 1999 — 2003
B.S., Management of Information Systems
Ridge High
J.P. Morgan October 2014 - Present
J.P. Morgan October 2013 - October 2014
PwC August 2011 - October 2013
New York Angels December 2010 - April 2011
Diamond Management & Technology Consultants June 2010 - August 2010
J.P. Morgan September 2007 - August 2009
Barclays Capital May 2006 - September 2007
Deloitte September 2003 - May 2006
HP Financial Services April 2001 - July 2003
BOC Gases June 2000 - July 2003
Skills
Cross-functional Team..., Research, Auditing, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Management Consulting, Corporate Finance, Investments, Strategy, Business Strategy, Valuation, Business Development, Mergers & Acquisitions, Portfolio Management, Finance
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Strategy, Management, Finance
Rutgers University-New Brunswick 1999 — 2003
B.S., Management of Information Systems
Ridge High
Dan Curtin's J.P. Morgan Experience September 2007 - Present
Job
Industry Investment Management
Experience
J.P. Morgan September 2007 - Present
Goldman Sachs 2000 - 2007
Fidelity Investments 1991 - 1998
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Private Equity, Capital Markets, Asset Management, Investments, Bloomberg, Series 7, Asset Allocation, Portfolio Management
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
University of Pennsylvania - The Wharton School 1987 — 1991
BS, Economics
J.P. Morgan September 2007 - Present
Goldman Sachs 2000 - 2007
Fidelity Investments 1991 - 1998
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Private Equity, Capital Markets, Asset Management, Investments, Bloomberg, Series 7, Asset Allocation, Portfolio Management
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
University of Pennsylvania - The Wharton School 1987 — 1991
BS, Economics
Jennifer Dwork Jennifer Dwork's J.P. Morgan Experience August 2010 - November 2010
Job
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
American Express November 2010 - June 2013
J.P. Morgan August 2010 - November 2010
The Robin Hood Foundation February 2010 - May 2010
Deutsche Asset Management June 2009 - August 2009
VerTerra July 2008 - May 2009
UBS Financial Services July 2007 - July 2008
UBS Wealth Management February 2006 - June 2007
UBS Wealth Management July 2004 - February 2006
UBS Wealth Management July 2002 - July 2004
Skills
Valuation, Financial Modeling, Business Process..., Strategy, Investment Banking, Equities, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York 1998 — 2002
Bachelor of Arts (B.A.)
Horace Mann
JPMorgan Chase June 2013 - Present
American Express November 2010 - June 2013
J.P. Morgan August 2010 - November 2010
The Robin Hood Foundation February 2010 - May 2010
Deutsche Asset Management June 2009 - August 2009
VerTerra July 2008 - May 2009
UBS Financial Services July 2007 - July 2008
UBS Wealth Management February 2006 - June 2007
UBS Wealth Management July 2004 - February 2006
UBS Wealth Management July 2002 - July 2004
Skills
Valuation, Financial Modeling, Business Process..., Strategy, Investment Banking, Equities, Private Equity
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Columbia University in the City of New York 1998 — 2002
Bachelor of Arts (B.A.)
Horace Mann
Haig Nerguizian Haig Nerguizian's J.P. Morgan Experience February 2014 - June 2015
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
J.P. Morgan February 2014 - June 2015
J.P. Morgan September 2013 - February 2014
J.P. Morgan July 2011 - September 2013
J.P. Morgan July 2008 - July 2011
J.P. Morgan May 2007 - August 2007
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Hedge Funds, LBO, Emerging Markets, Due Diligence, Financial Analysis, Venture Capital
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA, Finance, International Business
Lycee Georges Pompidou 1990 — 2004
Baccalaureat - Serie S, Elementary through High School
J.P. Morgan February 2014 - June 2015
J.P. Morgan September 2013 - February 2014
J.P. Morgan July 2011 - September 2013
J.P. Morgan July 2008 - July 2011
J.P. Morgan May 2007 - August 2007
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Financial Modeling, Capital Markets, Private Equity, Corporate Finance, Hedge Funds, LBO, Emerging Markets, Due Diligence, Financial Analysis, Venture Capital
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA, Finance, International Business
Lycee Georges Pompidou 1990 — 2004
Baccalaureat - Serie S, Elementary through High School
Bo Han's J.P. Morgan Experience May 2006 - August 2006
Job
Industry Internet
Experience
Twitter, Inc. July 2012 - Present
ANICASE February 2012 - Present
Microsoft August 2007 - June 2012
J.P. Morgan May 2006 - August 2006
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Cornell University, College of Arts and Sciences
Bachelor of Arts, History
Twitter, Inc. July 2012 - Present
ANICASE February 2012 - Present
Microsoft August 2007 - June 2012
J.P. Morgan May 2006 - August 2006
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Cornell University, College of Arts and Sciences
Bachelor of Arts, History
Christopher Carril Christopher Carril's J.P. Morgan Experience October 2012 - May 2013
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
RBC Capital Markets July 2013 - June 2015
J.P. Morgan October 2012 - May 2013
Columbia Business School August 2011 - May 2013
Ocean Gate Capital Management, LP May 2006 - July 2011
Skills
Hedge Funds, Asset Managment, Start-ups, Financial Modeling, Valuation, Fund Of Funds, Bloomberg, Capital Markets, Equity Research, Corporate Finance, Financial Analysis, Asset Management, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Tufts University 2000 — 2004
BA, Economics
Fairfield College Preparatory School 1996 — 2000
Morgan Stanley June 2015 - Present
RBC Capital Markets July 2013 - June 2015
J.P. Morgan October 2012 - May 2013
Columbia Business School August 2011 - May 2013
Ocean Gate Capital Management, LP May 2006 - July 2011
Skills
Hedge Funds, Asset Managment, Start-ups, Financial Modeling, Valuation, Fund Of Funds, Bloomberg, Capital Markets, Equity Research, Corporate Finance, Financial Analysis, Asset Management, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Tufts University 2000 — 2004
BA, Economics
Fairfield College Preparatory School 1996 — 2000
Anthony Mannara Anthony Mannara's J.P. Morgan Experience June 1980 - May 1984
Job Investment Banker at JPP Eurosecurities, Inc. New York, a subsidiary of Intermonte SIM Milan, Italy
Industry Financial Services
Experience
JPP Eurosecurities, Inc. / Intermonte Group February 2013 - Present
FIRST EUROPE LLC July 2002 - February 2013
MAMCO SA, Lugano Switzerland April 1999 - June 2002
I-Bankers Securities, Inc. January 1998 - April 1999
Banca Leonardo (Formerly Milla & Co. SIM) March 1994 - December 1998
Citigroup October 1990 - March 1994
UniCredit (Formerly Credito Italiano) January 1988 - October 1990
UBS Investment Bank (Formerly PaineWebber) June 1986 - January 1988
J.P. Morgan June 1980 - May 1984
Lehman Brothers June 1975 - June 1979
Skills
Corporate Finance, Private Equity, Financial Modeling, Due Diligence, Investments, Financial Analysis, Mergers & Acquisitions, Distressed..., Corporate Valuations, Corporate Strategy &..., Negotiations, Relationship Management, Hedge Fund Management, International..., Business Development, Mergers, International, Hedge Funds, Valuation, Investment Banking, Equities, Asset Management, Strategy, Finance, Corporations, Negotiation, Equity Research, Financial Services, Banking, IPO, Mutual Funds, Credit Analysis, Series 7, Capital Markets, Financial Markets, Analysis, Portfolio Management, Fixed Income, Structured Finance, Financial Structuring, Loans, Securities, Restructuring, Trading, Series 63, Commercial Banking, Investment Strategies, Corporate Development, M&A experience, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance / Marketing
Vassar College
Bachelor's Degree, Economics
Trinity School - New York
High School
JPP Eurosecurities, Inc. / Intermonte Group February 2013 - Present
FIRST EUROPE LLC July 2002 - February 2013
MAMCO SA, Lugano Switzerland April 1999 - June 2002
I-Bankers Securities, Inc. January 1998 - April 1999
Banca Leonardo (Formerly Milla & Co. SIM) March 1994 - December 1998
Citigroup October 1990 - March 1994
UniCredit (Formerly Credito Italiano) January 1988 - October 1990
UBS Investment Bank (Formerly PaineWebber) June 1986 - January 1988
J.P. Morgan June 1980 - May 1984
Lehman Brothers June 1975 - June 1979
Skills
Corporate Finance, Private Equity, Financial Modeling, Due Diligence, Investments, Financial Analysis, Mergers & Acquisitions, Distressed..., Corporate Valuations, Corporate Strategy &..., Negotiations, Relationship Management, Hedge Fund Management, International..., Business Development, Mergers, International, Hedge Funds, Valuation, Investment Banking, Equities, Asset Management, Strategy, Finance, Corporations, Negotiation, Equity Research, Financial Services, Banking, IPO, Mutual Funds, Credit Analysis, Series 7, Capital Markets, Financial Markets, Analysis, Portfolio Management, Fixed Income, Structured Finance, Financial Structuring, Loans, Securities, Restructuring, Trading, Series 63, Commercial Banking, Investment Strategies, Corporate Development, M&A experience, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance / Marketing
Vassar College
Bachelor's Degree, Economics
Trinity School - New York
High School
Cristina Kim's J.P. Morgan Experience 2007 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2007 - Present
J.P. Morgan 2004 - 2007
Merrill Lynch 1999 - 2002
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Yale University 1995 — 1999
BA
J.P. Morgan 2007 - Present
J.P. Morgan 2004 - 2007
Merrill Lynch 1999 - 2002
Education
Columbia University - Columbia Business School 2003 — 2004
MBA
Yale University 1995 — 1999
BA
David Kwitman, CFA's J.P. Morgan Experience March 2007 - June 2009
Job Vice President at FirstKey Lending
Industry Real Estate
Experience
FirstKey Lending May 2015 - Present
Prudential Real Estate Investors April 2012 - May 2015
Capstone Equities June 2011 - October 2011
Malkin Properties May 2010 - August 2010
J.P. Morgan March 2007 - June 2009
Deloitte Consulting July 2005 - March 2007
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Real Estate, Finance
Washington University in St. Louis - Olin Business School 2001 — 2005
BSBA, Finance & Accounting
Edgemont HS
FirstKey Lending May 2015 - Present
Prudential Real Estate Investors April 2012 - May 2015
Capstone Equities June 2011 - October 2011
Malkin Properties May 2010 - August 2010
J.P. Morgan March 2007 - June 2009
Deloitte Consulting July 2005 - March 2007
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Real Estate, Finance
Washington University in St. Louis - Olin Business School 2001 — 2005
BSBA, Finance & Accounting
Edgemont HS
Jeremy Abrams's J.P. Morgan Experience October 2012 - November 2013
Job
Industry Banking
Experience
JPMorgan Chase November 2013 - Present
J.P. Morgan October 2012 - November 2013
Columbia Business School August 2010 - May 2012
Merrill Lynch June 2011 - August 2011
JPMorganChase July 2007 - October 2010
Accenture May 2006 - June 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Bloomberg, Capital Markets, Quantitative Analytics, Derivatives, Fixed Income, VBA, Investment Management, Investment Strategies, Trading
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Wesleyan University 2001 — 2005
BA, Econ
St. Ann's School 1996 — 2001
High School Diploma
JPMorgan Chase November 2013 - Present
J.P. Morgan October 2012 - November 2013
Columbia Business School August 2010 - May 2012
Merrill Lynch June 2011 - August 2011
JPMorganChase July 2007 - October 2010
Accenture May 2006 - June 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Bloomberg, Capital Markets, Quantitative Analytics, Derivatives, Fixed Income, VBA, Investment Management, Investment Strategies, Trading
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Wesleyan University 2001 — 2005
BA, Econ
St. Ann's School 1996 — 2001
High School Diploma
Leyonna Barba's J.P. Morgan Experience 2004 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2004 - Present
Bank One 2001 - 2004
Skills
Transaction, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Investment Banking
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Washington University in St. Louis 1997 — 2001
BSBA, Finance and Accountng
Washington University in St. Louis - Olin Business School 1997 — 2001
BSBA, Finance and Accounting
J.P. Morgan 2004 - Present
Bank One 2001 - 2004
Skills
Transaction, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Investment Banking
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
Washington University in St. Louis 1997 — 2001
BSBA, Finance and Accountng
Washington University in St. Louis - Olin Business School 1997 — 2001
BSBA, Finance and Accounting
Lorenzo Smith, CFA's J.P. Morgan Experience 2014 - Present
Job Private Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2014 - Present
TIAA-CREF 2011 - 2013
Federal Reserve Bank of New York April 2009 - April 2011
United States Olympic Committee October 2002 - July 2006
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
United States Military Academy at West Point
BS
J.P. Morgan 2014 - Present
TIAA-CREF 2011 - 2013
Federal Reserve Bank of New York April 2009 - April 2011
United States Olympic Committee October 2002 - July 2006
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
United States Military Academy at West Point
BS
David Shulman's J.P. Morgan Experience May 2012 - Present
Job Global Head of Product for J.P. Morgan's Depositary Receipts Group
Industry Banking
Experience
J.P. Morgan May 2012 - Present
J.P. Morgan March 2010 - May 2012
Keefe, Bruyette & Woods September 2007 - March 2010
JPMorgan Chase October 2003 - September 2007
JP Morgan July 2001 - October 2003
Skills
Mergers, Corporate Finance, Investment Banking, Strategy, Banking, Business Strategy, Executive Management, Financial Modeling, Capital Markets
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 1997 — 2001
B.S., Finance and Accounting
J.P. Morgan May 2012 - Present
J.P. Morgan March 2010 - May 2012
Keefe, Bruyette & Woods September 2007 - March 2010
JPMorgan Chase October 2003 - September 2007
JP Morgan July 2001 - October 2003
Skills
Mergers, Corporate Finance, Investment Banking, Strategy, Banking, Business Strategy, Executive Management, Financial Modeling, Capital Markets
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 1997 — 2001
B.S., Finance and Accounting
Chris Shibutani's J.P. Morgan Experience September 2000 - June 2005
Job Healthcare Equity Research
Industry Investment Management
Experience
Incredibly excited to provide an update soon September 2015 - Present
Pioneer Investments June 2014 - September 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
UBS Global Asset Management - A&Q/ O'Connor July 2007 - June 2013
JP Morgan Securities July 2005 - June 2007
J.P. Morgan September 2000 - June 2005
Chase H&Q September 1999 - September 2000
Hambrecht & Quist April 1998 - September 1999
Skills
Finance, Healthcare, Equity Research, Hedge Funds, Equity Valuation, Equities, Valuation, Portfolio Management, Asset Managment, Bloomberg, Financial Modeling, sell-side equity..., buy-side equity..., Investments, Asset Management, Private Equity, Investment Management, Alternative Investments, Corporate Finance, Investment Banking, Mutual Funds, Emerging Markets, Fixed Income, Sell Side, Capital Markets, Biotechnology
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, MBA
Columbia University College of Physicians and Surgeons 1985 — 1989
M.D., Medicine
Harvard University 1981 — 1985
Bachelor of Arts, Biology
Incredibly excited to provide an update soon September 2015 - Present
Pioneer Investments June 2014 - September 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
Pioneer Investments 2014 - 2015
UBS Global Asset Management - A&Q/ O'Connor July 2007 - June 2013
JP Morgan Securities July 2005 - June 2007
J.P. Morgan September 2000 - June 2005
Chase H&Q September 1999 - September 2000
Hambrecht & Quist April 1998 - September 1999
Skills
Finance, Healthcare, Equity Research, Hedge Funds, Equity Valuation, Equities, Valuation, Portfolio Management, Asset Managment, Bloomberg, Financial Modeling, sell-side equity..., buy-side equity..., Investments, Asset Management, Private Equity, Investment Management, Alternative Investments, Corporate Finance, Investment Banking, Mutual Funds, Emerging Markets, Fixed Income, Sell Side, Capital Markets, Biotechnology
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, MBA
Columbia University College of Physicians and Surgeons 1985 — 1989
M.D., Medicine
Harvard University 1981 — 1985
Bachelor of Arts, Biology
Karen Flaherty's J.P. Morgan Experience 2013 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2013 - Present
J.P. Morgan 2010 - 2012
J.P. Morgan 2007 - 2009
Animas Corporation (Johnson & Johnson) 2002 - 2004
Education
Columbia University - Columbia Business School 2004 — 2006
Princeton University 1996 — 2000
B.A., History
J.P. Morgan 2013 - Present
J.P. Morgan 2010 - 2012
J.P. Morgan 2007 - 2009
Animas Corporation (Johnson & Johnson) 2002 - 2004
Education
Columbia University - Columbia Business School 2004 — 2006
Princeton University 1996 — 2000
B.A., History
Jeffrey Burbank's J.P. Morgan Experience February 2012 - March 2013
Job Senior Consultant at Archstone Consulting
Industry Management Consulting
Experience
Archstone Consulting June 2013 - Present
F.C. Harlem October 2012 - May 2013
J.P. Morgan February 2012 - March 2013
JPMorgan April 2010 - February 2012
JPMorgan July 2009 - April 2010
JPMorgan July 2008 - July 2009
UBS Financial Services August 2007 - December 2007
AXA Advisors June 2007 - August 2007
Citigroup - Global Transaction Services October 2006 - December 2006
Skills
Derivatives, Trading, FX Options, Business Strategy, Structured Products, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Investments, Emerging Markets, Operations Management, Risk Management, Bonds, Strategy, Structured Finance, Leadership
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance & Supply Chain Management
Archstone Consulting June 2013 - Present
F.C. Harlem October 2012 - May 2013
J.P. Morgan February 2012 - March 2013
JPMorgan April 2010 - February 2012
JPMorgan July 2009 - April 2010
JPMorgan July 2008 - July 2009
UBS Financial Services August 2007 - December 2007
AXA Advisors June 2007 - August 2007
Citigroup - Global Transaction Services October 2006 - December 2006
Skills
Derivatives, Trading, FX Options, Business Strategy, Structured Products, Financial Modeling, Valuation, Capital Markets, Equities, Financial Analysis, Investments, Emerging Markets, Operations Management, Risk Management, Bonds, Strategy, Structured Finance, Leadership
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance & Supply Chain Management
Glenn Chin's J.P. Morgan Experience 2005 - 2007
Job Vice President, Equity Analyst at The Buckingham Research Group
Industry Investment Management
Experience
The Buckingham Research Group 2013 - Present
Bloomberg 2012 - 2013
CSFM 2009 - 2011
J.P. Morgan 2005 - 2007
Lehman Brothers 1999 - 2005
Merrill Lynch 1997 - 1999
Mercedes-Benz of North America 1994 - 1997
Skills
Equities, Financial Analysis, Equity Research, Audit, Financial Modeling, Financial Control
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Rutgers University-New Brunswick
B.S., Economics
The Buckingham Research Group 2013 - Present
Bloomberg 2012 - 2013
CSFM 2009 - 2011
J.P. Morgan 2005 - 2007
Lehman Brothers 1999 - 2005
Merrill Lynch 1997 - 1999
Mercedes-Benz of North America 1994 - 1997
Skills
Equities, Financial Analysis, Equity Research, Audit, Financial Modeling, Financial Control
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Rutgers University-New Brunswick
B.S., Economics
Brian Green's J.P. Morgan Experience 2000 - 2011
Job Senior Portfolio Manager at Glenmede Trust Company
Industry Investment Management
Experience
Glenmede Trust Company April 2014 - Present
BNY Mellon 2012 - March 2014
J.P. Morgan 2000 - 2011
J.P. Morgan 1998 - 2006
J.P. Morgan 1996 - 1998
J.P. Morgan 1994 - 1996
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Portfolio Construction, Fundamental Company..., Fixed Income, Equities, Convertible Bonds, Equity Options, Alternative Investments, Credit, Investment Advisory, Asset Management, Valuation, Finance, Bonds, Investments, Investment Management, Mutual Funds, Wealth Management, Options, Hedge Funds, Private Equity, Capital Markets, Strategy, Financial Modeling, Economics, Series 7, Series 63, Bloomberg, Securities, Equity Research, Financial Markets, Derivatives, Emerging Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business Administration and Management, General
London Business School, U. of London 2001 — 2003
MBA, Business Administration and Management, General
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Accounting
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Finance and Financial Management Services
England High School 1985 — 1989
DIploma
Glenmede Trust Company April 2014 - Present
BNY Mellon 2012 - March 2014
J.P. Morgan 2000 - 2011
J.P. Morgan 1998 - 2006
J.P. Morgan 1996 - 1998
J.P. Morgan 1994 - 1996
Skills
Portfolio Management, Asset Allocation, Investment Strategies, Portfolio Construction, Fundamental Company..., Fixed Income, Equities, Convertible Bonds, Equity Options, Alternative Investments, Credit, Investment Advisory, Asset Management, Valuation, Finance, Bonds, Investments, Investment Management, Mutual Funds, Wealth Management, Options, Hedge Funds, Private Equity, Capital Markets, Strategy, Financial Modeling, Economics, Series 7, Series 63, Bloomberg, Securities, Equity Research, Financial Markets, Derivatives, Emerging Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Business Administration and Management, General
London Business School, U. of London 2001 — 2003
MBA, Business Administration and Management, General
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Accounting
University of Arkansas at Fayetteville 1989 — 1994
Bachelor of Science (B.S.), Finance and Financial Management Services
England High School 1985 — 1989
DIploma
John Royall's J.P. Morgan Experience February 2014 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan May 2012 - February 2014
Sagent Advisors July 2009 - September 2011
Oppenheimer & Co. June 2008 - August 2008
Ernst & Young LLP October 2005 - August 2007
Ernst & Young LLP September 2003 - September 2005
Ernst & Young LLP January 2002 - March 2002
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Wake Forest University 2002 — 2003
MS, Accountancy
Wake Forest University 1998 — 2002
BS, Finance
J.P. Morgan February 2014 - Present
J.P. Morgan May 2012 - February 2014
Sagent Advisors July 2009 - September 2011
Oppenheimer & Co. June 2008 - August 2008
Ernst & Young LLP October 2005 - August 2007
Ernst & Young LLP September 2003 - September 2005
Ernst & Young LLP January 2002 - March 2002
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Wake Forest University 2002 — 2003
MS, Accountancy
Wake Forest University 1998 — 2002
BS, Finance
Katherine He's J.P. Morgan Experience June 2014 - August 2014
Job Associate
Industry Investment Management
Experience
Allianz Global Investors August 2015 - Present
J.P. Morgan June 2014 - August 2014
Causeway Capital Management LLC May 2014 - June 2014
Deloitte June 2011 - July 2013
Sanford C. Bernstein June 2010 - June 2011
Barclays June 2010 - August 2010
Lehman Brothers June 2009 - August 2009
Skills
Equity Research, Financial Modeling, Valuation, Market Research, Bloomberg, Equities, Economics, Business Planning, Capital Markets, Financial Analysis, Corporate Finance, Due Diligence
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Program
American School In Japan
High school diploma
Harvard University
A.B. with honors, Economics and Statistics
Allianz Global Investors August 2015 - Present
J.P. Morgan June 2014 - August 2014
Causeway Capital Management LLC May 2014 - June 2014
Deloitte June 2011 - July 2013
Sanford C. Bernstein June 2010 - June 2011
Barclays June 2010 - August 2010
Lehman Brothers June 2009 - August 2009
Skills
Equity Research, Financial Modeling, Valuation, Market Research, Bloomberg, Equities, Economics, Business Planning, Capital Markets, Financial Analysis, Corporate Finance, Due Diligence
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Program
American School In Japan
High school diploma
Harvard University
A.B. with honors, Economics and Statistics
Arthur Zeckendorf's J.P. Morgan Experience February 2015 - Present
Job J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan February 2015 - Present
The CIM Group June 2014 - August 2014
Coady Diemar Partners March 2013 - June 2013
AEW Capital Management - Partners Funds September 2010 - March 2013
Zeckendorf Companies August 2009 - August 2010
Cushman & Wakefield June 2008 - August 2008
Skills
Real Estate Economics, Disposition, Valuation, Asset Managment, Real Estate, Real Estate Financing, Investments, Real Estate Development, Due Diligence, Real Estate Transactions, Investment Properties, Financial Modeling, Private Equity, Commercial Real Estate, Acquisitions, Asset Management, Negotiation, Portfolio Management, Finance, Mergers & Acquisitions, Investment Banking, Strategy, Equities, Venture Capital
Education
Columbia University - Columbia Business School 2013 — 2015
MBA, Real Estate and Finance
Tufts University 2005 — 2009
Bachelor of Arts (B.A.), Double Major in International Relations and Economics
St. Paul's School 2001 — 2005
Cum Laude
CBS
St Bernards
J.P. Morgan February 2015 - Present
The CIM Group June 2014 - August 2014
Coady Diemar Partners March 2013 - June 2013
AEW Capital Management - Partners Funds September 2010 - March 2013
Zeckendorf Companies August 2009 - August 2010
Cushman & Wakefield June 2008 - August 2008
Skills
Real Estate Economics, Disposition, Valuation, Asset Managment, Real Estate, Real Estate Financing, Investments, Real Estate Development, Due Diligence, Real Estate Transactions, Investment Properties, Financial Modeling, Private Equity, Commercial Real Estate, Acquisitions, Asset Management, Negotiation, Portfolio Management, Finance, Mergers & Acquisitions, Investment Banking, Strategy, Equities, Venture Capital
Education
Columbia University - Columbia Business School 2013 — 2015
MBA, Real Estate and Finance
Tufts University 2005 — 2009
Bachelor of Arts (B.A.), Double Major in International Relations and Economics
St. Paul's School 2001 — 2005
Cum Laude
CBS
St Bernards
Jill Murphy's J.P. Morgan Experience September 2004 - September 2007
Job CFO Western Region Private Bank at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2007 - Present
J.P. Morgan September 2004 - September 2007
JPMorgan Chase 2001 - 2004
A.T. Kearney 1998 - 2001
Skills
Asset Management, Valuation, Financial Modeling, Financial Analysis, Private Equity, Financial Reporting, Strategic Planning, Analysis, Business Strategy, Process Improvement, Microsoft Excel, Budgets, Competitive Analysis, Project Management, CRM, Real Estate, Business Planning, Management, Strategy, Finance, Financial Services
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
JPMorgan Chase September 2007 - Present
J.P. Morgan September 2004 - September 2007
JPMorgan Chase 2001 - 2004
A.T. Kearney 1998 - 2001
Skills
Asset Management, Valuation, Financial Modeling, Financial Analysis, Private Equity, Financial Reporting, Strategic Planning, Analysis, Business Strategy, Process Improvement, Microsoft Excel, Budgets, Competitive Analysis, Project Management, CRM, Real Estate, Business Planning, Management, Strategy, Finance, Financial Services
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (M.B.A.)
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Frank Puleo's J.P. Morgan Experience April 2010 - Present
Job Managing Director at JPMorgan
Industry Investment Banking
Experience
J.P. Morgan April 2010 - Present
J.P. Morgan 2006 - 2010
AlpInvest Partners 2005 - 2006
J.P. Morgan 2003 - 2005
J.P. Morgan 2000 - 2003
J.P. Morgan 1998 - 2000
J.P. Morgan 1995 - 1998
Skills
Corporate Finance, Leveraged Finance, Client Coverage, LBO, Private Equity, Equity Capital Markets, M&A execution, Capital Markets, Finance, Investment Banking, Mergers, Venture Capital
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Williams College 1991 — 1995
BA, Economics
J.P. Morgan April 2010 - Present
J.P. Morgan 2006 - 2010
AlpInvest Partners 2005 - 2006
J.P. Morgan 2003 - 2005
J.P. Morgan 2000 - 2003
J.P. Morgan 1998 - 2000
J.P. Morgan 1995 - 1998
Skills
Corporate Finance, Leveraged Finance, Client Coverage, LBO, Private Equity, Equity Capital Markets, M&A execution, Capital Markets, Finance, Investment Banking, Mergers, Venture Capital
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Williams College 1991 — 1995
BA, Economics
Luciano De Ruggiero's J.P. Morgan Experience October 2012 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2012 - Present
J.P. Morgan September 2010 - October 2012
De Ruggiero Consulting January 2007 - July 2008
Cepas Argentinas - Gancia January 2005 - December 2006
Deloitte March 2002 - December 2004
Skills
Strategic Planning, Business Strategy, Latin America, Strategy, Marketing Strategy, Due Diligence, Management Consulting
Education
Columbia University - Columbia Business School 2008 — 2010
University of Buenos Aires 1998 — 2004
BA, Sociology
University of Buenos Aires 1996 — 2001
BA, Economics
J.P. Morgan October 2012 - Present
J.P. Morgan September 2010 - October 2012
De Ruggiero Consulting January 2007 - July 2008
Cepas Argentinas - Gancia January 2005 - December 2006
Deloitte March 2002 - December 2004
Skills
Strategic Planning, Business Strategy, Latin America, Strategy, Marketing Strategy, Due Diligence, Management Consulting
Education
Columbia University - Columbia Business School 2008 — 2010
University of Buenos Aires 1998 — 2004
BA, Sociology
University of Buenos Aires 1996 — 2001
BA, Economics
Christopher Monsif's J.P. Morgan Experience August 2010 - May 2013
Job Associate at Five Mile Capital
Industry Financial Services
Experience
Five Mile Capital February 2015 - Present
J.P. Morgan August 2010 - May 2013
J.P. Morgan July 2006 - August 2010
Tudor Investment Corporation June 2005 - June 2006
Deutsche Asset Management July 2004 - August 2004
United States House of Representatives June 2003 - July 2003
Skills
Valuation, Investment Banking, Fixed Income, Financial Modeling, Bloomberg, Capital Markets, Corporate Finance, Bonds, Loan Origination, Financial Analysis, Asset Managment, Series 7, Series 79, Series 63, Finance, Due Diligence
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance, Real Estate
University of North Carolina at Chapel Hill 2002 — 2005
BSBA, Finance
Brunswick School
Five Mile Capital February 2015 - Present
J.P. Morgan August 2010 - May 2013
J.P. Morgan July 2006 - August 2010
Tudor Investment Corporation June 2005 - June 2006
Deutsche Asset Management July 2004 - August 2004
United States House of Representatives June 2003 - July 2003
Skills
Valuation, Investment Banking, Fixed Income, Financial Modeling, Bloomberg, Capital Markets, Corporate Finance, Bonds, Loan Origination, Financial Analysis, Asset Managment, Series 7, Series 79, Series 63, Finance, Due Diligence
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance, Real Estate
University of North Carolina at Chapel Hill 2002 — 2005
BSBA, Finance
Brunswick School
Barbara Taylor's J.P. Morgan Experience June 2010 - Present
Job Executive Director J.P.Morgan Learning & Development
Industry Banking
Experience
J.P. Morgan June 2010 - Present
IB Interview Ready March 2008 - January 2011
JP Morgan April 2004 - March 2008
JP Morgan January 2001 - June 2003
JP Morgan 1991 - 2000
JP Morgan December 1983 - December 1990
Skills
Investments, Leveraged Finance, Financial Modeling, Investment Banking
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance & Accounting
University of Virginia 1973 — 1977
BS Commerce, McIntire School
J.P. Morgan June 2010 - Present
IB Interview Ready March 2008 - January 2011
JP Morgan April 2004 - March 2008
JP Morgan January 2001 - June 2003
JP Morgan 1991 - 2000
JP Morgan December 1983 - December 1990
Skills
Investments, Leveraged Finance, Financial Modeling, Investment Banking
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance & Accounting
University of Virginia 1973 — 1977
BS Commerce, McIntire School
Alexa Ragsdale's J.P. Morgan Experience August 1985 - August 1988
Job SVP, Northeast Business Development
Industry Financial Services
Experience
LSQ Funding Group January 2010 - Present
Andersen Consulting 1997 - 1999
Andersen Consulting 1990 - 1997
J.P. Morgan August 1985 - August 1988
Education
Columbia Business School 1988 — 1990
Master of Business Administration (M.B.A.), Management / Marketing
Mount Holyoke College 1981 — 1985
B.A., Magna Cum Laude, Economics / Urban Studies
HHH East
LSQ Funding Group January 2010 - Present
Andersen Consulting 1997 - 1999
Andersen Consulting 1990 - 1997
J.P. Morgan August 1985 - August 1988
Education
Columbia Business School 1988 — 1990
Master of Business Administration (M.B.A.), Management / Marketing
Mount Holyoke College 1981 — 1985
B.A., Magna Cum Laude, Economics / Urban Studies
HHH East
Coleen P. Mager's J.P. Morgan Experience 1993 - 1997
Job Executive Director at Natixis
Industry Financial Services
Experience
Natixis June 2013 - Present
Mizuho Securities USA Inc. July 2011 - June 2013
Lazard Capital Markets March 2010 - July 2011
Goldman Sachs August 1998 - April 2008
J.P. Morgan 1993 - 1997
Skills
Credit, Bonds, High Yield, Strategy, Hedge Funds, Capital Markets, Special Situations, Equities, Risk Management, Fixed Income Analysis, Fixed Income, Trading, Investment Banking, Alternative Investments, CDS, Loans, Structured Products, Valuation
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Penn State University 1987 — 1991
BS, Finance/Economics/Business Law
Natixis June 2013 - Present
Mizuho Securities USA Inc. July 2011 - June 2013
Lazard Capital Markets March 2010 - July 2011
Goldman Sachs August 1998 - April 2008
J.P. Morgan 1993 - 1997
Skills
Credit, Bonds, High Yield, Strategy, Hedge Funds, Capital Markets, Special Situations, Equities, Risk Management, Fixed Income Analysis, Fixed Income, Trading, Investment Banking, Alternative Investments, CDS, Loans, Structured Products, Valuation
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Penn State University 1987 — 1991
BS, Finance/Economics/Business Law
Alex Khavin's J.P. Morgan Experience March 2013 - Present
Job Executive Director at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan March 2013 - Present
JPMorgan November 2011 - March 2013
J.P. Morgan December 2009 - November 2011
J.P. Morgan December 2003 - December 2009
Skills
Credit Analysis, Team Building, Portfolio Management, Credit Risk, Leveraged Finance, CRM, Business Process..., Requirements Analysis, Operational Risk..., Debt Restructuring, Corporate Finance, Business Analysis, Financial Structuring, Bankruptcy, Capital Structure, High Yield, Investment Banking, Capital Markets, Fixed Income, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Rutgers Business School 1997 — 2000
Bachelor of Applied Science (BASc), Finance, Economics
J.P. Morgan March 2013 - Present
JPMorgan November 2011 - March 2013
J.P. Morgan December 2009 - November 2011
J.P. Morgan December 2003 - December 2009
Skills
Credit Analysis, Team Building, Portfolio Management, Credit Risk, Leveraged Finance, CRM, Business Process..., Requirements Analysis, Operational Risk..., Debt Restructuring, Corporate Finance, Business Analysis, Financial Structuring, Bankruptcy, Capital Structure, High Yield, Investment Banking, Capital Markets, Fixed Income, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Rutgers Business School 1997 — 2000
Bachelor of Applied Science (BASc), Finance, Economics
Jeff Garrity's J.P. Morgan Experience May 1980 - July 2003
Job Business & Career Advisor
Industry Investment Management
Experience
WEST END PARTNERS January 2010 - March 2012
Russell Reynolds Associates October 2005 - May 2007
WALLACE & MACKENZIE January 2004 - September 2005
JP Morgan May 1980 - July 2003
J.P. Morgan Retirement Plan Services January 1999 - January 2003
J.P. Morgan Investment Management January 1997 - January 1999
J.P. Morgan Investment Management January 1994 - January 1997
J.P. Morgan Securities January 1991 - January 1994
J.P. Morgan Canada January 1988 - January 1991
J.P. Morgan January 1985 - January 1988
Skills
Investment Management, Restructuring, Start-ups, Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Investments, Equities, Wealth Management, Mutual Funds, Fixed Income, Financial Services, Portfolio Management, Corporate Finance
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Harvard University 1971 — 1976
A.B., History
WEST END PARTNERS January 2010 - March 2012
Russell Reynolds Associates October 2005 - May 2007
WALLACE & MACKENZIE January 2004 - September 2005
JP Morgan May 1980 - July 2003
J.P. Morgan Retirement Plan Services January 1999 - January 2003
J.P. Morgan Investment Management January 1997 - January 1999
J.P. Morgan Investment Management January 1994 - January 1997
J.P. Morgan Securities January 1991 - January 1994
J.P. Morgan Canada January 1988 - January 1991
J.P. Morgan January 1985 - January 1988
Skills
Investment Management, Restructuring, Start-ups, Asset Managment, Private Equity, Hedge Funds, Alternative Investments, Investments, Equities, Wealth Management, Mutual Funds, Fixed Income, Financial Services, Portfolio Management, Corporate Finance
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Harvard University 1971 — 1976
A.B., History
Eric Kao's J.P. Morgan Experience March 2012 - May 2014
Job Investment Banking
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
J.P. Morgan March 2012 - May 2014
JP Morgan Chase 2010 - March 2011
Education
Columbia University - Columbia Business School 2008 — 2010
University of Pennsylvania
Credit Suisse July 2014 - Present
J.P. Morgan March 2012 - May 2014
JP Morgan Chase 2010 - March 2011
Education
Columbia University - Columbia Business School 2008 — 2010
University of Pennsylvania
Kyle G. Cloukey, CFA's J.P. Morgan Experience November 2009 - Present
Job Equity Derivative Sales at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2009 - Present
Hewitt Associates June 2007 - November 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The University of Connecticut 2003 — 2007
Bachelor of Science (B.S.), Finance
J.P. Morgan November 2009 - Present
Hewitt Associates June 2007 - November 2009
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
The University of Connecticut 2003 — 2007
Bachelor of Science (B.S.), Finance
Andrew Gulotta's J.P. Morgan Experience July 2007 - December 2008
Job Director at Sixpoint Partners
Industry Investment Banking
Experience
Sixpoint Partners July 2015 - Present
Sixpoint Partners July 2013 - June 2015
Sixpoint Partners July 2010 - June 2013
Sixpoint Partners January 2009 - June 2010
J.P. Morgan July 2007 - December 2008
Skills
Capital Markets, Investment Banking, Alternative Investments, Corporate Finance, Due Diligence, Valuation, Equities, Financial Analysis, Mergers & Acquisitions, Financial Structuring, Investments, Private Equity, Financial Modeling
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Washington and Lee University 2003 — 2007
Bachelor's Degree, Politics, Classics, Summa cum laude, Phi Beta Kappa
Jesuit High School, New Orleans 1998 — 2003
High School
Sixpoint Partners July 2015 - Present
Sixpoint Partners July 2013 - June 2015
Sixpoint Partners July 2010 - June 2013
Sixpoint Partners January 2009 - June 2010
J.P. Morgan July 2007 - December 2008
Skills
Capital Markets, Investment Banking, Alternative Investments, Corporate Finance, Due Diligence, Valuation, Equities, Financial Analysis, Mergers & Acquisitions, Financial Structuring, Investments, Private Equity, Financial Modeling
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Washington and Lee University 2003 — 2007
Bachelor's Degree, Politics, Classics, Summa cum laude, Phi Beta Kappa
Jesuit High School, New Orleans 1998 — 2003
High School
Erik Lee's J.P. Morgan Experience 2012 - Present
Job Equity Derivative Trader
Industry Investment Management
Experience
J.P. Morgan 2012 - Present
Credit Suisse December 2009 - 2012
Vicis Capital LLC 2008 - 2009
Bear Stearns 1999 - 2008
Skills
Equity Derivatives, Hedge Funds, Derivatives, Equities, Proprietary Trading, Volatility, Options, Trading Systems, Equity Trading, Trading, ETFs, Fixed Income, Electronic Trading, Bloomberg, Series 7, Structured Products, Trading Strategies, Arbitrage, Prime Brokerage, Swaps
Education
Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
Yale University 1989 — 1993
Bachelor of Arts (B.A.), History
J.P. Morgan 2012 - Present
Credit Suisse December 2009 - 2012
Vicis Capital LLC 2008 - 2009
Bear Stearns 1999 - 2008
Skills
Equity Derivatives, Hedge Funds, Derivatives, Equities, Proprietary Trading, Volatility, Options, Trading Systems, Equity Trading, Trading, ETFs, Fixed Income, Electronic Trading, Bloomberg, Series 7, Structured Products, Trading Strategies, Arbitrage, Prime Brokerage, Swaps
Education
Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
Yale University 1989 — 1993
Bachelor of Arts (B.A.), History
Grace Eunjung Lee's J.P. Morgan Experience 2005 - 2005
Job Industrials research at CLSA
Industry Investment Management
Experience
CLSA March 2013 - Present
Columbia Business School August 2010 - May 2012
Citibank Hong Kong June 2011 - August 2011
Standard Chartered Bank May 2009 - April 2010
McKinsey & Company 2006 - 2009
J.P. Morgan 2005 - 2005
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Emerging Markets, Financial Analysis, Private Equity, Management Consulting, Due Diligence, Capital Markets, Equities, Equity Research, Mergers, Investments, Strategy, Venture Capital, Equity Valuation, Bloomberg, Corporate Development, LBO
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance, General
CLSA March 2013 - Present
Columbia Business School August 2010 - May 2012
Citibank Hong Kong June 2011 - August 2011
Standard Chartered Bank May 2009 - April 2010
McKinsey & Company 2006 - 2009
J.P. Morgan 2005 - 2005
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Emerging Markets, Financial Analysis, Private Equity, Management Consulting, Due Diligence, Capital Markets, Equities, Equity Research, Mergers, Investments, Strategy, Venture Capital, Equity Valuation, Bloomberg, Corporate Development, LBO
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance, General
Dalia Hervitz's J.P. Morgan Experience February 2015 - Present
Job Vice President Strategy and Business Development at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan August 2012 - February 2015
J.P. Morgan June 2011 - August 2011
PricewaterhouseCoopers July 2007 - June 2010
MRU Holdings May 2005 - August 2006
Skills
Financial Analysis, Management Consulting, Business Strategy
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
University of Pennsylvania 2003 — 2007
Economics
J.P. Morgan February 2015 - Present
J.P. Morgan August 2012 - February 2015
J.P. Morgan June 2011 - August 2011
PricewaterhouseCoopers July 2007 - June 2010
MRU Holdings May 2005 - August 2006
Skills
Financial Analysis, Management Consulting, Business Strategy
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
University of Pennsylvania 2003 — 2007
Economics
Anthony Feenick's J.P. Morgan Experience July 2013 - July 2015
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
J.P. Morgan July 2013 - July 2015
JPMorgan July 2010 - July 2013
Morgan Stanley June 2007 - August 2007
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate
Northwestern University 2006 — 2010
BA, Economics, Political Science
Pingry
Pingry
J.P. Morgan July 2013 - July 2015
JPMorgan July 2010 - July 2013
Morgan Stanley June 2007 - August 2007
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Real Estate
Northwestern University 2006 — 2010
BA, Economics, Political Science
Pingry
Pingry
Katherine Ginsburg's J.P. Morgan Experience April 2010 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2010 - Present
J.P. Morgan April 2010 - Present
Education
Columbia Business School 2002 — 2004
MBA, Economics and Finance
Harvard University 1995 — 1999
BA, Economics
J.P. Morgan April 2010 - Present
J.P. Morgan April 2010 - Present
Education
Columbia Business School 2002 — 2004
MBA, Economics and Finance
Harvard University 1995 — 1999
BA, Economics
Jonathan Schilowitz's J.P. Morgan Experience June 2005 - June 2007
Job Private Equity
Industry Venture Capital & Private Equity
Experience
Partners Group August 2012 - Present
Environmental Capital Partners July 2009 - December 2010
Kohlberg & Company July 2007 - June 2009
J.P. Morgan June 2005 - June 2007
Education
Columbia Business School 2011 — 2012
Master of Business Administration (MBA), Finance
Cornell University 2001 — 2005
B.A., Economics
Partners Group August 2012 - Present
Environmental Capital Partners July 2009 - December 2010
Kohlberg & Company July 2007 - June 2009
J.P. Morgan June 2005 - June 2007
Education
Columbia Business School 2011 — 2012
Master of Business Administration (MBA), Finance
Cornell University 2001 — 2005
B.A., Economics
Alexandra Ebling's J.P. Morgan Experience October 2009 - January 2015
Job MBA Candidate at Columbia Business School
Industry Retail
Experience
Tory Burch May 2015 - August 2015
J.P. Morgan October 2009 - January 2015
J.P. Morgan September 2008 - September 2009
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.), Retail and Luxury Goods
Yale University 2004 — 2008
Bachelor of Arts, History of Art
Deerfield Academy 2001 — 2004
Shore Country Day School 1991 — 2001
n/a
Tory Burch May 2015 - August 2015
J.P. Morgan October 2009 - January 2015
J.P. Morgan September 2008 - September 2009
Education
Columbia University - Columbia Business School 2015 — 2016
Master of Business Administration (M.B.A.), Retail and Luxury Goods
Yale University 2004 — 2008
Bachelor of Arts, History of Art
Deerfield Academy 2001 — 2004
Shore Country Day School 1991 — 2001
n/a
Anyi Lee's J.P. Morgan Experience 2005 - 2005
Job Capital Markets Origination, Global Structured Debt
Industry Capital Markets
Experience
Citi November 2014 - Present
Deutsche Bank 2012 - November 2014
Deutsche Bank 2011 - 2011
BBVA 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch 2006 - 2006
J.P. Morgan 2005 - 2005
Skills
Capital Markets, Aviation, Corporate Finance, Structured Finance, Economics, Derivatives
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Corporate Finance
Duke University 2003 — 2007
Bachelor of Science (B.S.), Economics
Citi November 2014 - Present
Deutsche Bank 2012 - November 2014
Deutsche Bank 2011 - 2011
BBVA 2009 - 2010
Merrill Lynch 2007 - 2009
Merrill Lynch 2006 - 2006
J.P. Morgan 2005 - 2005
Skills
Capital Markets, Aviation, Corporate Finance, Structured Finance, Economics, Derivatives
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Corporate Finance
Duke University 2003 — 2007
Bachelor of Science (B.S.), Economics
Brett Alverzo's J.P. Morgan Experience April 2008 - Present
Job CFO Asset Management Technology at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2008 - Present
Deutsche Bank November 1995 - April 2007
Morgan Stanley December 1992 - November 1995
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Penn State University 1988 — 1992
BS, Industrial Engineering
J.P. Morgan April 2008 - Present
Deutsche Bank November 1995 - April 2007
Morgan Stanley December 1992 - November 1995
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Penn State University 1988 — 1992
BS, Industrial Engineering
Bei (Betty) Wang, CPA,CA's J.P. Morgan Experience 2012 - 2012
Job Equity Research Associate at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets 2014 - Present
Schilit Forensics 2012 - 2013
J.P. Morgan 2012 - 2012
Soberman LLP 2009 - 2010
Newman & Sversky LLP 2007 - 2009
Skills
Financial Modeling, Equity Research, Corporate Finance, Financial Statement..., Forensic Accounting
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance, General
University of Toronto - Rotman School of Management 2004 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
BMO Capital Markets 2014 - Present
Schilit Forensics 2012 - 2013
J.P. Morgan 2012 - 2012
Soberman LLP 2009 - 2010
Newman & Sversky LLP 2007 - 2009
Skills
Financial Modeling, Equity Research, Corporate Finance, Financial Statement..., Forensic Accounting
Education
Columbia Business School 2010 — 2012
Master of Business Administration (MBA), Finance, General
University of Toronto - Rotman School of Management 2004 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
Andrew Woodruff, CFA's J.P. Morgan Experience July 2008 - January 2012
Job Equity Research Analyst at NYbased Investment Fund
Industry Investment Management
Experience
NY-based Investment Fund February 2014 - Present
Fielder Capital Group LLC July 2013 - January 2014
Arch Capital Management November 2012 - September 2013
Hawkshaw Capital Management May 2012 - August 2012
J.P. Morgan July 2008 - January 2012
One-Stop Institute June 2004 - July 2008
J.P. Morgan June 2007 - August 2007
Skills
CDS, Repos, Stocks, Financial Markets, Trading, Structured, Equities, Derivatives, Fixed Income, Options, Swaps, Stock Market, Capital Markets, Bloomberg, Investments, Hedging, Structured Products, Trading Systems, Trading Strategies, Loans, hedge funds, Investment Management, Equity Research, Entrepreneurship, Hedge Funds, Portfolio Management, Emerging Markets, Financial Modeling, Structured Finance
Education
Columbia University - Columbia Business School 2012 — 2013
Master of Business Administration (M.B.A.), Investment Management
Syracuse University 2004 — 2008
Bachelor in Science, Finance and Entrepreneurship and Emerging Enterprises
NY-based Investment Fund February 2014 - Present
Fielder Capital Group LLC July 2013 - January 2014
Arch Capital Management November 2012 - September 2013
Hawkshaw Capital Management May 2012 - August 2012
J.P. Morgan July 2008 - January 2012
One-Stop Institute June 2004 - July 2008
J.P. Morgan June 2007 - August 2007
Skills
CDS, Repos, Stocks, Financial Markets, Trading, Structured, Equities, Derivatives, Fixed Income, Options, Swaps, Stock Market, Capital Markets, Bloomberg, Investments, Hedging, Structured Products, Trading Systems, Trading Strategies, Loans, hedge funds, Investment Management, Equity Research, Entrepreneurship, Hedge Funds, Portfolio Management, Emerging Markets, Financial Modeling, Structured Finance
Education
Columbia University - Columbia Business School 2012 — 2013
Master of Business Administration (M.B.A.), Investment Management
Syracuse University 2004 — 2008
Bachelor in Science, Finance and Entrepreneurship and Emerging Enterprises
Jessica Barrett's J.P. Morgan Experience April 2010 - May 2012
Job Head of Business Development at pymetrics
Industry Computer Software
Experience
pymetrics December 2013 - Present
Google June 2013 - August 2013
J.P. Morgan April 2010 - May 2012
J.P. Morgan November 2008 - April 2010
Skills
Strategic Planning, Data Analysis, Analysis, Strategy, Competitive Analysis, Project Management, Change Management, Business Development, Organizational Design, Management, Business Strategy, Human Capital, International Business..., Entrepreneurship
Education
Columbia Business School 2012 — 2014
MBA
Georgetown University 2003 — 2007
BS, Finance
pymetrics December 2013 - Present
Google June 2013 - August 2013
J.P. Morgan April 2010 - May 2012
J.P. Morgan November 2008 - April 2010
Skills
Strategic Planning, Data Analysis, Analysis, Strategy, Competitive Analysis, Project Management, Change Management, Business Development, Organizational Design, Management, Business Strategy, Human Capital, International Business..., Entrepreneurship
Education
Columbia Business School 2012 — 2014
MBA
Georgetown University 2003 — 2007
BS, Finance
Debashish Bhadra's J.P. Morgan Experience April 2010 - October 2011
Job Student at Columbia Business School
Industry Venture Capital & Private Equity
Experience
Ribbit Capital June 2015 - August 2015
Warburg Pincus October 2011 - June 2014
J.P. Morgan April 2010 - October 2011
Avalon Consulting 2009 - 2009
ICICI Bank 2006 - 2006
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
CFA Institute (Erstwhile AIMR), USA 2009 — 2012
Cleared all 3 levels of CFA Examination, Financial Analysis (Portfolio Management)
Narsee Monjee Institute of Management Studies 2008 — 2010
MBA, Finance
Sri Venkateswara College 2005 — 2008
B.A. Economics (Hons), Economics
Delhi Public School - R. K. Puram 2003 — 2005
Ribbit Capital June 2015 - August 2015
Warburg Pincus October 2011 - June 2014
J.P. Morgan April 2010 - October 2011
Avalon Consulting 2009 - 2009
ICICI Bank 2006 - 2006
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
CFA Institute (Erstwhile AIMR), USA 2009 — 2012
Cleared all 3 levels of CFA Examination, Financial Analysis (Portfolio Management)
Narsee Monjee Institute of Management Studies 2008 — 2010
MBA, Finance
Sri Venkateswara College 2005 — 2008
B.A. Economics (Hons), Economics
Delhi Public School - R. K. Puram 2003 — 2005
Karen Finkel's J.P. Morgan Experience 2000 - 2001
Job
Industry Financial Services
Experience
CC Global Advisers, LLC 2013 - Present
Taberna Realty Finance Trust (acquired by RAIT Financial Trust) 2005 - 2006
J.P. Morgan 2000 - 2001
Paine Webber 1984 - 1999
Skills
Financial Analysis, Investments, Financial Modeling, Equities, Market Analysis, Valuation, Quantitative Research, Qualitative Research, Customer Service, Writing, Editing, Report Writing, Healthcare Management, Strategic Planning, Music
Education
University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Cum laude, Quantitative Analysis/Health Care, Dean's List
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance
Columbia University
Post-Baccalaureate Pre-Medical Sciences Certificate, Academic Committee Letter of Recommendation
CC Global Advisers, LLC 2013 - Present
Taberna Realty Finance Trust (acquired by RAIT Financial Trust) 2005 - 2006
J.P. Morgan 2000 - 2001
Paine Webber 1984 - 1999
Skills
Financial Analysis, Investments, Financial Modeling, Equities, Market Analysis, Valuation, Quantitative Research, Qualitative Research, Customer Service, Writing, Editing, Report Writing, Healthcare Management, Strategic Planning, Music
Education
University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Cum laude, Quantitative Analysis/Health Care, Dean's List
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance
Columbia University
Post-Baccalaureate Pre-Medical Sciences Certificate, Academic Committee Letter of Recommendation
Daniel Zimbaldi, CFA's J.P. Morgan Experience June 2005 - February 2006
Job Managing Director at Evercore
Industry Investment Banking
Experience
Evercore July 2014 - Present
Deutsche Bank February 2012 - May 2014
Deutsche Bank October 2008 - February 2012
Lehman Brothers 2006 - 2008
J.P. Morgan June 2005 - February 2006
J.P. Morgan June 2004 - August 2004
Nicholas Applegate July 2002 - January 2003
Merrill Lynch July 1999 - May 2002
Education
Columbia Business School 2003 — 2005
MBA, Finance
Stanford University 1994 — 1998
Bachelor of Arts, International Relations
Evercore July 2014 - Present
Deutsche Bank February 2012 - May 2014
Deutsche Bank October 2008 - February 2012
Lehman Brothers 2006 - 2008
J.P. Morgan June 2005 - February 2006
J.P. Morgan June 2004 - August 2004
Nicholas Applegate July 2002 - January 2003
Merrill Lynch July 1999 - May 2002
Education
Columbia Business School 2003 — 2005
MBA, Finance
Stanford University 1994 — 1998
Bachelor of Arts, International Relations
Irma Amador-Robinson's J.P. Morgan Experience December 2013 - Present
Job
Industry Financial Services
Experience
J.P. Morgan December 2013 - Present
Skills
Debit Cards, Structured Finance, Program Management, Risk Management, Financial Analysis, Credit Risk, Credit Analysis, Bonds, Financial Services, Credit, Finance, Financial Risk, Investment Banking
Education
Columbia Business School 2012 — 2013
MBA
J.P. Morgan December 2013 - Present
Skills
Debit Cards, Structured Finance, Program Management, Risk Management, Financial Analysis, Credit Risk, Credit Analysis, Bonds, Financial Services, Credit, Finance, Financial Risk, Investment Banking
Education
Columbia Business School 2012 — 2013
MBA
Carlos Heighes's J.P. Morgan Experience
Job Managing Director. International Private Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan
Skills
Series 7, Series 63
Education
Columbia Business School 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Universidad del Pacífico (PE) 1975 — 1981
Bachelor's degree, Economics
J.P. Morgan
Skills
Series 7, Series 63
Education
Columbia Business School 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
Universidad del Pacífico (PE) 1975 — 1981
Bachelor's degree, Economics
Carlos Heighes's J.P. Morgan Experience
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan
Skills
Series 7, Series 63, Equities, Financial Modeling, Relationship Management, Investment Banking, Risk Management, Emerging Markets, Business Strategy, Valuation, Corporate Finance, Strategic Financial..., Financial Analysis, Management, Financial Risk, Alternative Investments, Finance, Banking, Sales, Capital Markets, Latin America, Portfolio Management, Mergers, Economics, Derivatives
Education
Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
Universidad del Pacífico (PE) 1975 — 1980
Bachelor, Economics
J.P. Morgan
Skills
Series 7, Series 63, Equities, Financial Modeling, Relationship Management, Investment Banking, Risk Management, Emerging Markets, Business Strategy, Valuation, Corporate Finance, Strategic Financial..., Financial Analysis, Management, Financial Risk, Alternative Investments, Finance, Banking, Sales, Capital Markets, Latin America, Portfolio Management, Mergers, Economics, Derivatives
Education
Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
Universidad del Pacífico (PE) 1975 — 1980
Bachelor, Economics
Jiawen (Kris) Gu's J.P. Morgan Experience 2008 - 2008
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2013 - Present
Temasek 2012 - 2012
CICC 2008 - 2011
J.P. Morgan 2008 - 2008
Education
Columbia University - Columbia Business School 2011 — 2013
Fudan University 2004 — 2008
Bachelor's degree
Goldman Sachs 2013 - Present
Temasek 2012 - 2012
CICC 2008 - 2011
J.P. Morgan 2008 - 2008
Education
Columbia University - Columbia Business School 2011 — 2013
Fudan University 2004 — 2008
Bachelor's degree
Garo Norian, CFA's J.P. Morgan Experience 1996 - 2000
Job Senior Vice President of Research at Palisade Capital Management
Industry Financial Services
Experience
Palisade Capital Management August 2012 - Present
BlackRock January 2005 - August 2012
State Street Research 2002 - 2005
Brandes Investment Partners June 2001 - August 2001
J.P. Morgan 1996 - 2000
Skills
Factset, Equities, Investment Management, Investments, Equity Research, Equity Valuation, Bloomberg, Thomson One, Thomson/Baseline, Asset Management, Valuation, Hedge Funds, Portfolio Management, Due Diligence
Education
Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Stanford University 1992 — 1996
Bachelor of Arts (B.A.), Economics and East Asian Studies
Palisade Capital Management August 2012 - Present
BlackRock January 2005 - August 2012
State Street Research 2002 - 2005
Brandes Investment Partners June 2001 - August 2001
J.P. Morgan 1996 - 2000
Skills
Factset, Equities, Investment Management, Investments, Equity Research, Equity Valuation, Bloomberg, Thomson One, Thomson/Baseline, Asset Management, Valuation, Hedge Funds, Portfolio Management, Due Diligence
Education
Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Stanford University 1992 — 1996
Bachelor of Arts (B.A.), Economics and East Asian Studies
David Cohen, CFA's J.P. Morgan Experience 2001 - 2003
Job Managing Director at Deloitte
Industry Financial Services
Experience
Deloitte & Touche 2009 - 2012
KPMG 2004 - 2009
J.P. Morgan 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
CFA
Education
Columbia University - Columbia Business School
MBA
New York University 1995 — 1999
Bachelor's degree, Finance
Deloitte & Touche 2009 - 2012
KPMG 2004 - 2009
J.P. Morgan 2001 - 2003
Merrill Lynch 1999 - 2001
Skills
CFA
Education
Columbia University - Columbia Business School
MBA
New York University 1995 — 1999
Bachelor's degree, Finance
Ignacio Bondoni's J.P. Morgan Experience January 2015 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan January 2012 - January 2015
J.P. Morgan August 2008 - December 2011
Scotiabank March 2001 - July 2006
Education
Columbia Business School 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1996 — 2001
Bachelor of Arts (B.A.), Economics
J.P. Morgan January 2015 - Present
J.P. Morgan January 2012 - January 2015
J.P. Morgan August 2008 - December 2011
Scotiabank March 2001 - July 2006
Education
Columbia Business School 2006 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1996 — 2001
Bachelor of Arts (B.A.), Economics
Diego Simonian's J.P. Morgan Experience 2012 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2012 - Present
J.P. Morgan 2008 - 2012
J.P. Morgan 2005 - 2008
J.P. Morgan 1999 - 2005
Citi April 1996 - December 1997
Citi March 1994 - April 1996
Skills
Corporate Finance, Valuation, Private Equity, Financial Modeling, Investment Banking, Management, Capital Markets, Financial Analysis, Business Strategy, Mergers & Acquisitions, Equities, Emerging Markets, Due Diligence
Education
Columbia Business School 1998 — 1999
Master of Business Administration (MBA), Finance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1989 — 1993
Licenciatura en Economia, Economics
Belgrano Day School 1974 — 1988
J.P. Morgan 2012 - Present
J.P. Morgan 2008 - 2012
J.P. Morgan 2005 - 2008
J.P. Morgan 1999 - 2005
Citi April 1996 - December 1997
Citi March 1994 - April 1996
Skills
Corporate Finance, Valuation, Private Equity, Financial Modeling, Investment Banking, Management, Capital Markets, Financial Analysis, Business Strategy, Mergers & Acquisitions, Equities, Emerging Markets, Due Diligence
Education
Columbia Business School 1998 — 1999
Master of Business Administration (MBA), Finance
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1989 — 1993
Licenciatura en Economia, Economics
Belgrano Day School 1974 — 1988
Andrea Feldman's J.P. Morgan Experience October 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Self-Employed January 2011 - June 2014
AllianceBernstein 2003 - 2010
Merrill Lynch June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Picard International 1997 - 2000
Skills
Financial Modeling, Financial Analysis, Research, Asset Managment, Due Diligence, Market Research, Project Management, Negotiating Fees, Operating Budgets, Revenue Forecasting, Executive Search, Strategic Planning, Asset Management, Hedge Funds, Business Strategy, Equities
Education
Columbia Business School
Master of Business Administration (MBA)
Columbia University - School of International and Public Affairs
MIA
Williams College
Bachelor of Arts (B.A.), Psychology
J.P. Morgan October 2014 - Present
Self-Employed January 2011 - June 2014
AllianceBernstein 2003 - 2010
Merrill Lynch June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Picard International 1997 - 2000
Skills
Financial Modeling, Financial Analysis, Research, Asset Managment, Due Diligence, Market Research, Project Management, Negotiating Fees, Operating Budgets, Revenue Forecasting, Executive Search, Strategic Planning, Asset Management, Hedge Funds, Business Strategy, Equities
Education
Columbia Business School
Master of Business Administration (MBA)
Columbia University - School of International and Public Affairs
MIA
Williams College
Bachelor of Arts (B.A.), Psychology
Brett Nunziata's J.P. Morgan Experience March 2007 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2007 - Present
Deutsche Bank Securities August 2004 - March 2007
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA), Finance
University of Chicago 1999 — 2002
Bachelor's degree, Economics
J.P. Morgan March 2007 - Present
Deutsche Bank Securities August 2004 - March 2007
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA), Finance
University of Chicago 1999 — 2002
Bachelor's degree, Economics
Eric Pitt's J.P. Morgan Experience 2004 - Present
Job Managing Director, Credit Trading at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2004 - Present
TenFold 1996 - 2002
Kenan Systems 1993 - 1996
Skills
Mergers & Acquisitions, Hedge Funds, Fixed Income, Capital Markets, Derivatives, Credit Derivatives, Valuation, Trading, Bloomberg, Trading Systems, Bonds, Investments, Electronic Trading, Series 7
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA)
Harvard College 1989 — 1993
Bachelor of Science (B.S.)
PHS
horace mann
J.P. Morgan 2004 - Present
TenFold 1996 - 2002
Kenan Systems 1993 - 1996
Skills
Mergers & Acquisitions, Hedge Funds, Fixed Income, Capital Markets, Derivatives, Credit Derivatives, Valuation, Trading, Bloomberg, Trading Systems, Bonds, Investments, Electronic Trading, Series 7
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA)
Harvard College 1989 — 1993
Bachelor of Science (B.S.)
PHS
horace mann
Ash Fodar's J.P. Morgan Experience May 2008 - June 2012
Job Head of G4 Rates Sales & Structuring at ANZ
Industry Banking
Experience
ANZ December 2013 - Present
Family Office July 2012 - November 2013
J.P. Morgan May 2008 - June 2012
J.P. Morgan 2008 - 2012
Citi January 1996 - February 2008
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
ANZ December 2013 - Present
Family Office July 2012 - November 2013
J.P. Morgan May 2008 - June 2012
J.P. Morgan 2008 - 2012
Citi January 1996 - February 2008
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
Edward Stanley's J.P. Morgan Experience 1996 - 1999
Job Chief Investment Officer, Corporate Finance; Executive Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2002 - Present
United States Marine Corps 1989 - Present
Columbia Business School 1998 - 2006
J.P. Morgan 1996 - 1999
Skills
Wealth Management, Equities, Investment Banking, Investments, Securities, Alternative Investments
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Duke University
Bachelor's Degree, Accounting and Finance
Bank of America Merrill Lynch 2002 - Present
United States Marine Corps 1989 - Present
Columbia Business School 1998 - 2006
J.P. Morgan 1996 - 1999
Skills
Wealth Management, Equities, Investment Banking, Investments, Securities, Alternative Investments
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Duke University
Bachelor's Degree, Accounting and Finance
Jeffrey Panzo's J.P. Morgan Experience April 1996 - June 1998
Job
Industry Financial Services
Experience
Citi September 2009 - Present
JPMorgan Chase & Co. January 2009 - August 2009
Barclays June 2006 - October 2008
Merrill Lynch September 2002 - March 2006
J.P. Morgan Asset Management June 1998 - July 2000
J.P. Morgan April 1996 - June 1998
KPMG US September 1993 - April 1996
Skills
Sales, Credit Analysis, Syndicate, Capital Markets, Banking, Financial Analysis, Leadership, Risk Management, Finance
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1990 — 1993
Bachelor’s Degree, Accounting
Citi September 2009 - Present
JPMorgan Chase & Co. January 2009 - August 2009
Barclays June 2006 - October 2008
Merrill Lynch September 2002 - March 2006
J.P. Morgan Asset Management June 1998 - July 2000
J.P. Morgan April 1996 - June 1998
KPMG US September 1993 - April 1996
Skills
Sales, Credit Analysis, Syndicate, Capital Markets, Banking, Financial Analysis, Leadership, Risk Management, Finance
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
Fairfield University 1990 — 1993
Bachelor’s Degree, Accounting
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.