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
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J.P. Morgan Employees
J.P. Morgan April 2013 - Present
QFS Asset Management January 2009 - February 2013
Credit Suisse 2003 - 2008
Volaris Advisors 2000 - 2003
UBS Wealth Management June 1999 - June 2000
ABN AMRO Bank N.V. January 1997 - June 1999
JPMorgan Chase 1989 - 1996
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
University of Virginia 1981 — 1985
BA, Economics
St. Paul's School 1979 — 1981
J.P. Morgan July 2013 - Present
Bank of America Merrill Lynch August 2009 - December 2011
Alcatel-Lucent March 2001 - June 2007
Lockheed Martin August 1999 - March 2001
Skills
Series 7, Series 63, Interest Rate..., Market Risk, Fixed Income, Derivatives
Education
Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Finance and Economics
Indian Institute of Technology, Kharagpur
Bachelor of Science (B.S.), Physics
University of Virginia
Master of Science (MS), Engineering Physics
J.P. Morgan September 2015 - Present
Guggenheim Partners August 2013 - June 2015
GCA Savvian Advisors July 2009 - August 2013
Morgan Stanley January 2007 - January 2009
Morgan Stanley January 2004 - December 2006
Morgan Stanley July 2000 - December 2003
PricewaterhouseCoopers Corporate Finance January 1997 - December 1998
Price Waterhouse Corporate Finance January 1995 - December 1996
Price Waterhouse September 1992 - December 1994
Skills
CPA, Series 63, Series 24, Series 7, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Equities, Portfolio Management, Valuation, Investments, Investment Banking, Due Diligence, Financial Services, Fixed Income, Mergers & Acquisitions, Private Equity, Capital Markets, Venture Capital, Hedge Funds, Alternative Investments, Management, Corporate Development
Education
Columbia University - Columbia Business School 1999 — 2000
Master of Business Administration (MBA), Finance, General
Tulane University 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan July 2015 - Present
Community Impact January 2015 - July 2015
GSSC at Columbia University September 2014 - May 2015
NYC Department of Cultural Affairs June 2014 - August 2014
GSSC at Columbia University April 2013 - May 2014
Los Angeles County Department of Regional Planning July 2011 - August 2011
Skills
Team Leadership, Event Management, Creative Direction, Social Networking, Social Media Marketing, Market Research, Public Relations, Data Analysis, Social Media, Event Planning, Proposal Writing, Management, Nonprofits, Editing, Business Development, Research, Public Speaking
Education
Columbia University in the City of New York 2012 — 2015
Bachelor of Arts (B.A.), Economics
BNP Paribas March 2015 - Present
J.P. Morgan June 2014 - August 2014
China Galaxy Securities, Co. Ltd June 2012 - September 2012
China Investment Corporation February 2012 - March 2012
Tsinghua University September 2011 - December 2011
Skills
Statistics, Research, C++, Finance, R, Quantitative Analytics, Mathlab, Python, Financial Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Financial Engineering
Tsinghua University 2009 — 2013
Bachelor of Science (B.S.), Mathematics and Physics
University of Washington
Foreign Exchange Program, Statistics Department
UnityPoint Health June 2013 - Present
Morgan Stanley July 2004 - June 2013
J.P. Morgan July 1999 - July 2004
Ernst & Young October 1993 - August 1997
Skills
Bonds, Fixed Income, Derivatives, Asset Management, Investment Banking, Healthcare
Education
Columbia Business School 1997 — 1999
MBA, Finance
State University of New York at Albany 1988 — 1993
BA, Psychology
Optiver July 2015 - Present
Optiver August 2013 - Present
J.P. Morgan October 2012 - July 2013
Credit Suisse June 2012 - August 2012
Lazard May 2011 - August 2011
Education
Columbia University in the City of New York 2009 — 2013
B.A., Financial Economics and Mathematics
Phillips Academy, Andover 2006 — 2009
RUN November 2014 - Present
JPMorgan Chase February 2014 - November 2014
JPMorgan Chase July 2013 - February 2014
TargetSpot June 2013 - July 2013
Sustainable Engineering Lab at Columbia University March 2013 - June 2013
Columbia University August 2010 - May 2013
Center on Organizational Innovation at Columbia's Institute for Social and Economic Policy and Rese February 2010 - September 2012
J.P. Morgan June 2012 - August 2012
Success Charter Network September 2011 - December 2011
Updata Partners May 2011 - August 2011
Skills
R, Statistics, Research, Python, Project Management, Perl, Data Analysis, Portrait Photography, Quantitative Research, Sports Photography, Market Research, International Relations, Interpersonal Skill, Editing, Machine Learning, Agile Methodologies, Git, Operations Consulting, Apache Pig, Flask, SQL, Wedding Photography, Hive, Amazon Web Services..., Ruby on Rails, Backbone.js
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (M.A.), Statistics
Columbia University in the City of New York 2009 — 2013
BA, Statistics, Sociology
Phillips Academy Andover 2005 — 2009
Apex Capital Holdings, LLC July 2014 - Present
Tha Good Life Reviews October 2007 - Present
Silver Stocks January 2004 - Present
Jewish Theological Seminary of America September 2010 - Present
J.P. Morgan June 2013 - August 2013
Citi June 2012 - August 2012
VS Capital Partners July 2011 - August 2011
SeatGeek January 2011 - May 2011
Tudor Investment Corp August 2010 - August 2010
Camp Ramah in Canada June 2009 - August 2010
Skills
Blogging, Editing, Investments, Stock Trading, Research, Social Media, Hebrew, Facebook, Social Networking
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts, Economics, 3.51/4.00
Jewish Theological Seminary 2010 — 2014
Bachelor of Arts, Talmud
Nativ College Leadership 2009 — 2010
YouTube (Google) June 2014 - Present
Guggenheim Digital Media 2013 - 2014
IGN Entertainment 2011 - 2013
AOL 2010 - 2011
Apple June 2009 - August 2009
J.P. Morgan 2006 - 2008
JPMorgan Chase 2004 - 2006
Skills
PowerPoint, Competitive Analysis, Market Research, Forecasting, Presentation Development, Financial Modeling, Business Strategy, Strategy, Management, Digital Video, Digital Media, YouTube, Content Strategy, Partner Management, Strategic Partnerships, P&L Management, Monetization, Contract Negotiation, New Business Development, Online Advertising, Excel, Cross-functional Team..., Freewheel, Keynote, Strategic Planning, Strategy Development, Statistical Modeling, Business Analysis, Business Planning, Business Management, Digital Strategy, Analytics, Business Development, Mergers, Corporate Development, Market Analysis, Google Analytics, Business Modeling, Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
MBA, Business Administration and Management, General
Columbia University in the City of New York 2000 — 2004
BA, Economics
J.P. Stevens High School 1996 — 2000
High School/Secondary Diplomas and Certificates
J.P. Morgan October 2014 - Present
J.P. Morgan May 2014 - August 2014
CRISIL July 2012 - May 2013
Deutsche Bank September 2010 - July 2012
Skills
Financial Modeling, Derivatives, Fixed Income, Investment Banking, VBA, Risk Management, Corporate Finance, Structured Products, Finance, ABS, Valuation, Structured Finance, SQL, Microsoft Office, Microsoft Excel, MBS, Bloomberg, Matlab, Securitization, C, CDO, Financial Risk, Excel, Modeling, Equities, Financial Reporting, Credit Risk, Bonds, Credit, Data Analysis, R, Intex, Mortgage Banking, Commercial Real Estate
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Financial Engineering
Motilal Nehru National Institute Of Technology 2006 — 2010
Bachelor's Degree, Chemical Engineering
St. Joseph's Convent, Bhopal 2004 — 2006
High School
Hill+Knowlton Strategies June 2015 - Present
Salty Dog Capital September 2014 - Present
Deutsche Bank March 2013 - August 2014
S.R. Rendering February 2012 - December 2012
J.P. Morgan September 2011 - August 2012
J.P. Morgan July 2009 - September 2011
Skills
Fixed Income, Trading, Derivatives, Bloomberg, VBA, Data Analysis, Financial Modeling, Bloomberg Terminal, Quantitative Finance, Capital Markets, Quantitative Analytics, Monte Carlo Simulation, Swaps, Interest Rate Swaps, Microsoft Excel, Valuation, Financial Analysis, Investment Banking, Investments, Analytics, Strategy, Equities, Analysis
Education
Columbia University in the City of New York 2005 — 2009
Bachelor of Science (BS)
J.P. Morgan June 2006 - Present
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (EMBA), Finance, General
Hobart and William Smith Colleges 2002 — 2006
Bachelor of Arts (B.A.), Economics
The Taft School 1998 — 2002
High School
J.P. Morgan July 1989 - Present
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Boston College 1985 — 1989
Bachelor of Science (B.S.), Economics
McKinsey & Company August 2014 - Present
J.P. Morgan August 2010 - April 2014
JPMorgan June 2009 - August 2009
Lehman Brothers July 2008 - August 2008
Fidelity Investments May 2008 - June 2008
JCK Partners L.P. June 2007 - August 2007
UBS, Private Wealth Management January 2007 - May 2007
Skills
Investment Banking, Commodity, Fixed Income, Trading, Bloomberg, Derivatives, Microsoft Office, Credit, Microsoft Excel, Valuation, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Venture Capital, Equity Research, Private Equity, Risk Management, Business Analysis, Mergers & Acquisitions, Bloomberg Terminal
Education
Columbia University in the City of New York 2006 — 2010
B.A., American Studies
Riverdale Country School
Intero Chiropractic July 2014 - Present
J.P. Morgan June 2006 - June 2010
Skills
Chiropractic, Back Pain, Low Back Pain, Neck Pain, Physical Therapy, Pediatrics, Headaches, Sports Chiropractic, Nutrition, Sports Nutrition, Soft Tissue, Motor Learning, Pregnancy, Health & Wellness, Employee Wellness..., Holistic Health, TMJ Treatment, TMJ Dysfunction, Tension Headaches, Migraine, Management, Entrepreneurship
Education
Life Chiropractic College West
Doctor of Chiropractic (D.C.), Chiropractic
Columbia University in the City of New York
BS, Industrial Engineering, Operations Research, Economics
Kathy Smith for Supervisor June 2015 - Present
Tim Sargeant for Supervisor January 2015 - June 2015
Keep Fayetteville Fair November 2014 - December 2014
Democratic Party of Arkansas April 2014 - November 2014
The White House September 2012 - January 2013
J.P. Morgan May 2012 - August 2012
US Military Veterans of Columbia University May 2011 - May 2012
Student Government May 2010 - May 2011
US Army September 2003 - November 2009
Skills
Social Media, Crisis Management, Business, Recruiting, Project Planning, Financial Modeling, Cross-functional Team..., Business Process..., Market Analysis, Event Planning, Security Clearance, Analytics, Start-ups, French, Strategy, Equities, Investments, Strategic Leadership, Retirement Planning, New Business Development, Auditing, Acquisitions, Fundraising, Training, Market Research, Outlook, Restructuring, Business Planning, Econometrics, Investment Strategies, Strategic Communications
Education
Columbia University in the City of New York 2009 — 2013
B.A., Political Science; Concentration, Economics
Northern Virginia Community College 2006 — 2009
Near and Middle Eastern Studies
J.P. Morgan June 2015 - August 2015
Columbia University, Department of Mathematics January 2014 - December 2014
Goldman Sachs October 2014 - October 2014
Fireside Nonprofit Organization July 2013 - September 2014
Everbright Pramerica Fund Management June 2014 - August 2014
Student Ambassador Program September 2012 - August 2013
Student Residence Association September 2012 - August 2013
City University of Hong Kong Press October 2012 - May 2013
China Minsheng Banking Corp.ltd July 2012 - August 2012
Skills
Bloomberg, R, SAS, Microsoft Excel, Matlab, Java, Statistics, JavaScript, InDesign, Teaching, Accounting
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Mathematics, Economics, Statistics
Beijing No.4 High School
STEM
City University of Hong Kong
Completed courses toward Mathematics and Finance
J.P. Morgan February 2015 - Present
Societe Generale Corporate and Investment Banking - SGCIB June 2014 - August 2014
Bank of America July 2012 - August 2013
Skills
Python, Fixed Income, Capital Markets, Derivatives, Pega PRPC, Mortgage Banking, Matlab, Equity Derivatives, VBA, Programming, Credit Derivatives, Credit Risk, Algorithms, NumPy, Dodd-Frank, Data Analysis, Financial Analysis, Monte Carlo Simulation, Agency MBS, Bloomberg
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS), Operations Research, 3.75/4
Vellore Institute of Technology 2008 — 2012
B.Tech, Electonics and Communications Engineering, 8.79/10
Goldman Sachs February 2013 - Present
Deutsche Bank April 2010 - August 2012
Grant Samuel October 2008 - March 2010
J.P. Morgan November 2006 - October 2008
JM Financial Group March 2002 - July 2006
Skills
Investment Banking, Equity Capital Markets, Capital Markets, Equities, LBO, Valuation, Corporate Finance, IPO, Financial Modeling, Mergers, Financial Analysis, Asset Management, Fixed Income
Education
Columbia Business School 2010 — 2010
Certificate in Business Excellence
Deakin University 2004 — 2006
Masters of Commerce
University of Melbourne 1999 — 2002
Bachelor of Arts (B.A.), Political Science and Government
J.P. Morgan June 2015 - July 2015
Columbia University in the City of New York April 2014 - January 2015
Simparel May 2014 - July 2014
Brown Harris Stevens May 2014 - July 2014
Christian Dior Couture February 2014 - May 2014
openlectures September 2012 - May 2014
Columbia College Alumni Office June 2013 - December 2013
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Financial Economics, Philosophy, Computer Science
Ecole Active Bilingue Jeannine Manuel 2002 — 2012
High School, Social Sciences and Economics Track, National Top Honors
Freelance March 2015 - Present
Patriarch Partners August 2014 - March 2015
The Guardian Life Insurance Company of America January 2013 - July 2014
JPMorgan Chase November 2011 - January 2013
JPMorgan January 2009 - November 2011
J.P. Morgan July 2007 - January 2009
Gardner Nelson & Partners February 2005 - July 2007
Skills
Market Research, Account Management, Media Strategy, Advertising, Analysis, Social media, CRM, Social Media, Digital Marketing, Marketing, Brand Management, Business Development, Strategic Communications, Program Management, Marketing Strategy, Content Strategy, Management, Social Media Marketing, Direct Marketing, Integrated Marketing, Analytics, Budgets, Competitive Analysis, Blogging
Education
Columbia University in the City of New York 2009 — 2014
Master's
Williams College 2000 — 2004
Bachelor of Arts (B.A.)
NRG Energy July 2015 - Present
Barclays December 2014 - May 2015
Environmental Defense Fund June 2014 - August 2014
J.P. Morgan June 2012 - August 2012
NIBC Bank August 2011 - September 2011
Skills
Economics, Foreign Languages, Research, French, International Relations, Foreign Policy, Microsoft Office, Italian, Policy Analysis, Public Speaking, Energy, Financial Analysis, Renewable Energy, Energy Policy, Sustainability, Sustainable Development, Microsoft Excel, Analysis, Data Analysis, Energy Industry, Energy Management
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of International Affairs, International Energy Management and Policy
University of St. Andrews 2009 — 2013
Master of Arts (MA) Honours, Economics, First Class
American School of the Hague 2001 — 2009
International Baccalaureate Diploma & High School Diploma
J.P. Morgan July 2011 - Present
Credit Suisse March 2005 - July 2011
PricewaterhouseCoopers October 1994 - March 2005
Skills
Private Equity, Hedge Funds, Investment Banking, Capital Markets, Structured Finance, Alternative Investments, Financial Analysis, Derivatives, Due Diligence, Restructuring, Fixed Income, Mergers, Private Banking, Basel II, Operational Risk..., Financial Risk, Acquisition Integration, Financial Services, Corporate Finance, Valuation, Liquidity Management, Equities, Mergers & Acquisitions, Emerging Markets
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, MBA
University of Cincinnati College of Business 1987 — 1991
BA, Finance & Economics
Jacobi Capital Management, LLC A Registered Investment Adviser January 2011 - Present
Hinerfeld Commercial Real Estate January 2010 - December 2011
J.P. Morgan June 1993 - August 2008
Milstein Properties May 1992 - June 1993
Skills
Private Equity, Investment Banking, Investments, Corporate Finance, Portfolio Management, Wealth Management, Asset Management, CMBS, Bonds, Structured Finance, Loans, Mergers, Private Placements, Term Loans, Management, Equities, Real Estate, Valuation, Due Diligence, Commercial Real Estate, Capital Markets
Education
Columbia University in the City of New York 1989 — 1993
BA, Political Science
Tunkhannock Area High School 1985 — 1989
Bank of Tokyo-Mitsubishi UFJ January 2013 - May 2015
Bank of Tokyo-Mitsubishi UFJ 2011 - 2013
HSBC 2009 - 2011
JPMorgan Chase 2002 - 2008
JPMorgan Chase 2002 - 2008
J.P. Morgan 1995 - 2002
J.P. Morgan 1994 - 1995
Citicorp May 1987 - May 1994
Skills
Derivatives, Credit Risk, Portfolio Management, Emerging Markets, Market Risk, Credit, Commodity, Latin America, Project Finance, High Yield, Spanish, Regulatory Affairs, Operating Systems, Power, Telecommunications, Portuguese, Metals, Mining, Pulp, Series 79, 63, 24, Financial Structuring, Valuation, Capital Markets, Corporate Finance, Investment Banking, Equities
Education
Columbia University - School of International and Public Affairs 1986 — 1988
MIA, Economics, Foreign Policy
Reed College 1979 — 1983
BA, Chemistry, Mathematics
American School Foundation
Marvel Entertainment September 2015 - Present
J.P. Morgan August 2011 - August 2015
AAA January 2007 - August 2011
Chase May 2006 - January 2007
Federal Reserve Bank of Philadelphia March 2005 - May 2006
eBusiness Media Co. December 2002 - March 2005
Campbell Soup Company September 2001 - December 2002
Skills
Digital Strategy, Product Management, Management, Mobile Technology, Digital Marketing, Marketing Strategy, User Experience, User-centered Design, Leadership
Education
Columbia University in the City of New York
Computer Science
Drexel University
Business and Engineering
State University of New York
Business
Barclays February 2012 - Present
J.P. Morgan June 2008 - February 2012
Bear Stearns & Co. January 1997 - June 2008
Skills
Trading Systems, Prime Brokerage, Fixed Income, Electronic Trading, Hedge Funds, Equities, Market Data, Equity Derivatives, Middle Office, Capital Markets, SDLC, Credit Derivatives, Sybase, FX Options, Valuation, Options, Trading, Financial Markets, Mutual Funds, Securities, Investment Management, Series 7, Portfolio Management, Back Office, Investments, Private Equity, Derivatives, Asset Management, Asset Allocation, Low Latency, Financial Services, Reference Data, Equity Trading, Emerging Markets, Alternative Investments, Investment Banking, Wealth Management, Bloomberg, Investment Strategies, Structured Products, Interest Rate...
Education
Columbia University in the City of New York 2005 — 2007
Masters, Information Technology
J.P. Morgan June 2014 - Present
Societe Generale Corporate and Investment Banking - SGCIB April 2014 - May 2014
Wedbush Securities October 2013 - March 2014
Fore Research & Management, LP May 2013 - August 2013
Skills
Financial Modeling, Statistics, Economics, Investments, Financial Analysis, Accounting, Equity Research, Corporate Finance, Fixed Income, Hedge Funds, Quantitative Finance, Valuation, Capital Markets, Investment Banking
Education
Columbia University in the City of New York 2012 — 2014
Master's Degree, Operations Research
University of California, Santa Barbara 2008 — 2012
Dual Degree, BA, Business Economics & BS, Financial Mathematics & Statistics
LG Fairmont Group February 2014 - Present
J.P. Morgan November 2013 - February 2014
Capital One June 2012 - October 2013
Student Managed Investment Fund June 2011 - June 2012
Citi June 2011 - August 2011
Imagemme May 2007 - August 2010
Skills
Real Estate, Real Estate Economics, Real Estate Transactions, Contract Negotiation, Portfolio Management, Condos, Risk Management, Co-ops, Negotiation, Real Estate Financing, Bloomberg Terminal, Financial Statement..., Microsoft Office, Leadership, Analysis, Finance, Mutual Funds, Banking, Team Leadership, Investments, Management, Social Media, Market Research, Credit, Due Diligence, SPSS, Financial Risk
Education
Fordham University 2008 — 2012
Bachelors of Science, Finance; International Business and Economics
Bay Ridge Prep 2004 — 2008
Columbia University in the City of New York 2007 — 2007
Fine Art
Federal Reserve Board August 2015 - Present
J.P. Morgan June 2012 - July 2015
J.P. Morgan June 2011 - August 2011
Program for Financial Studies at Columbia Business School July 2010 - January 2011
Hermes Capital Advisors, LLC June 2010 - January 2011
AppFund March 2010 - June 2010
Double Discovery Center June 2009 - August 2009
Office of the General Counsel, Columbia University September 2008 - May 2009
Skills
Financial Modeling, Research, Data Analysis, Valuation, Microsoft Office, Economics, Bloomberg, Risk Management, Investment Banking, Corporate Finance, Management, Due Diligence, Mergers, Analysis
Education
Columbia University in the City of New York 2008 — 2012
BA, Economics-Mathematics
Suncoast High School 2004 — 2008
International Baccalaureate Diploma
PepsiCo August 2012 - Present
PepsiCo February 2008 - July 2012
PepsiCo March 2005 - February 2008
PepsiCo October 2003 - March 2005
Merrill Lynch March 2000 - October 2003
RiskMetrics Group April 2000 - October 2000
Pepsi Bottling Group April 1998 - April 2000
J.P. Morgan April 1994 - April 1998
Lord & Taylor February 1991 - June 1994
Skills
Performance Management, Talent Management, Succession Planning, Talent Acquisition, Organizational Design
Education
Columbia University in the City of New York 1995 — 1998
MS, Organizational Psy
Syracuse University 1987 — 1990
Ardsley High School 1983 — 1987
HS Diploma
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
US Navy February 2007 - May 2010
Skills
Financial Modeling, Valuation, Security Clearance, Investment Banking, Military, Corporate Finance, Financial Analysis, Due Diligence, Equities, Navy, Operational Planning, DoD, Cross-functional Team..., Analysis, Entrepreneurship, Hedge Funds, Management Consulting, Mergers, Nuclear Engineering, Project Finance, Risk Management, Strategic Planning, Strategy, Venture Capital
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance, General
United States Naval Academy 2001 — 2005
BS, Quantitative Economics
Stonepeak Infrastructure Partners August 2013 - Present
Harvest Partners January 2009 - July 2013
Deutsche Bank Securities April 1998 - December 2008
J.P. Morgan August 1989 - December 1995
Skills
Risk Management, Valuation, Investments, Investment Banking, Midstream, Private Equity, Natural Gas, Capital Markets, Energy, Equity Capital Markets, Management, Equities, Financial Modeling, Mergers
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Drexel University 1983 — 1988
BA, Finance and Accounting
J.P. Morgan July 2011 - Present
Ascend Global Investments January 2009 - January 2010
Morgan Stanley November 2006 - August 2008
Skills
Valuation, Investment Banking, Equities, Capital Markets, Private Equity, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence
Education
Columbia University - Columbia Business School 2010 — 2011
MBA, FInance
New York University - Leonard N. Stern School of Business 2001 — 2005
BSc, Finance, Economics
J.P. Morgan February 2014 - Present
Morgan Stanley March 2013 - February 2014
Columbia University September 2007 - March 2013
Markle Foundation January 2012 - May 2012
Skills
International Relations, Stata, Data Analysis, Financial Analysis, Solver, Quantitative Analytics, AML, Political Risk Analysis, Due Diligence, Decision Modeling, Quantitative Analysis, Compliance, OFAC, USA PATRIOT Act, Suspicious Activity..., Risk Analysis, FinCEN, Westlaw, Lexis, Actimize, KYC, Bank Secrecy Act, Enterprise Risk..., Analysis, Economics, Financial Risk, Leadership, Qualitative Research, Research
Education
Columbia University - School of International and Public Affairs 2010 — 2012
MA, International Security Policy
University of Vermont 2001 — 2005
BA, History, Political Science
J.P. Morgan January 2015 - Present
J.P. Morgan January 2013 - July 2014
Sodali February 2009 - December 2012
The Nasdaq Stock Market August 2007 - October 2008
The Bank of New York Mellon March 2006 - August 2007
Bondholder Communications Group August 2003 - January 2006
ING Bank May 2003 - August 2003
The World Bank 2000 - 2002
Skills
Corporate Governance, Capital Markets, Investor Relations, Corporate Finance, Securities, Emerging Markets, Business Development, Private Equity, Portfolio Management, Financial Structuring, Management Consulting, Hedge Funds, Investments, Equities, Mergers & Acquisitions, Investment Banking, Alternative Investments
Education
Columbia University - School of International and Public Affairs 2002 — 2003
MPA, Economics
Pace University 1996 — 1998
LLM, Environmental Law
University of Buenos Aires 1984 — 1989
Abogado, Law
J.P. Morgan June 2012 - Present
Citi April 2011 - June 2012
Credit Suisse June 2008 - April 2011
Merrill Lynch March 2006 - June 2008
ThruPoint 2004 - 2006
Eagle Rock Alliance 2002 - 2004
UBS 1999 - 2001
American Management Systems 1993 - 1999
ABC Entertainment 1989 - 1992
Skills
Business Analysis, IT Strategy, Risk Management, Vendor Management, Trading Systems, Electronic Trading, Fixed Income, Management, Integration, Equities, Market Data, Financial Services, PMO, Strategy, Governance, Leadership, Investment Banking, Project Delivery, SDLC, Derivatives, Infrastructure, Project Portfolio..., Disaster Recovery, Telecommunications, Outsourcing, Consulting
Education
Columbia University - Columbia Business School 1992 — 1993
MBA
Penn State University 1982 — 1986
BA
Henderson High School 1978 — 1982
Lloyds Banking Group November 2011 - Present
J.P. Morgan August 2010 - December 2011
The Blackstone Group August 2008 - February 2010
Goldman Sachs & Co. July 2007 - August 2008
Skills
Corporate Finance, Capital Markets, Private Equity, Economics, Asset Managment, Structured Finance, Alternative Investments, Hedge Funds, Funding, Financial Structuring, Mutual Funds, Macroeconomics, Portfolio Management, Finance, Investment Banking, Banking, Management, Financial Analysis
Education
Columbia University - School of International and Public Affairs 2010 — 2013
Master of Public Administration (MPA), International Economic Policy & Management
Manhattan College 2003 — 2007
B.S., Economics & International Business (Magna Cum Laude)
Bank of China February 2015 - Present
China Industrial Bank(兴业银行股份有限公司) June 2014 - September 2014
J.P. Morgan July 2011 - September 2011
CDH Investments January 2011 - March 2011
Skills
Financial Modeling, Credit Analysis
Education
Columbia University in the City of New York 2012 — 2014
Master of Science (M.Sc.), Operations Research
Shanghai Jiao Tong University 2008 — 2012
Bachelor of Science (B.Sc.), Mathematics and Applied Mathematics
SHS 2005 — 2008
High School, General
J.P. Morgan June 2015 - Present
J.P. Morgan June 2015 - August 2015
Con Edison June 2014 - August 2014
Industrial Engineering and Operations Research, Columbia University January 2014 - May 2014
Open Lectures September 2013 - April 2014
The Mount Sinai Hospital March 2013 - March 2013
Women's Aid Organization March 2012 - August 2012
Skills
Java, Matlab, C++, JavaScript, SQL, Research, Microsoft Office, Public Speaking, Awesomeness, Operations Research, Teamwork, Leadership, Data Analysis, Event Planning, Statistics, English, PowerPoint, Social Media, Industrial Engineering
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Science (B.S.), Operations Research and Computer Science
Taylor's Pre-University College 2010 — 2011
Pure Science Diploma, Engineering Science, 4.0
Convent Bukit Nanas High School 2005 — 2009
High School Diploma, Pure Science
J.P. Morgan May 2015 - Present
University of Illinois at Urbana-Champaign, College of Business August 2013 - August 2014
Hedge Fund December 2013 - January 2014
Orient Securities Co., Ltd June 2013 - August 2013
Skills
Python, C++, Stata, SQL, R, Microsoft Excel, VBA, MATLAB
Education
Columbia University in the City of New York 2014 — 2015
Master of Science (M.S.), Financial Engineering
University of Illinois at Urbana-Champaign 2012 — 2014
Master of Science (M.S.), Applied Mathematics, 3.95/4.0
Sun Yat-Sen University 2008 — 2012
Bachelor of Science (B.S.), Finance, Major: 3.94/4.0
American Express July 2015 - Present
American Express June 2014 - July 2015
Vantage Commodities Financial Services, LLC June 2013 - May 2014
Vantage Commodities Financial Services, LLC March 2013 - May 2013
J.P. Morgan July 2012 - March 2013
J.P. Morgan February 2012 - May 2012
J.P. Morgan September 2011 - February 2012
J.P. Morgan January 2011 - August 2011
Colonial Electric Communications June 2010 - August 2010
Pizza Hut September 2007 - January 2010
Skills
Microsoft Office, SQL, Public Speaking, Project Management, Matlab, C, C++, Java, VBA, Financial Modeling, Excel models, Credit Risk, Quantitative Risk, Hedging, Greeks, Python, Flex, MIPS, VHDL, R, Quantitative Finance, Quantitative Analytics, Bloomberg Terminal, Networking, Databases, Bloomberg, Data Analysis
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Financial Engineering
University of Delaware 2008 — 2012
Bachelor of Computer Engineering, Computer Engineering
Zoona June 2015 - August 2015
Overseas Development Institute May 2015 - June 2015
Millennium Villages Project, The Earth Institute, Columbia University October 2014 - May 2015
Atikus Insurance August 2014 - December 2014
GAVI Alliance July 2013 - July 2014
J.P. Morgan June 2012 - August 2012
Skills
Editing, Research, Creative Writing, French, History, Leadership, English, Teamwork, Journalism, Public Speaking, Event Planning, Microsoft Office, Editorial, Teaching, Policy Analysis, Global Health, International..., Data Analysis, Gender Mainstreaming, Gender Identity, Capital Markets, Analysis, Qualitative Research, Economics
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Master of Public Administration (MPA)
University of Cambridge 2010 — 2013
Bachelor of Arts (BA), History, II.i
Dartford Grammar School 2008 — 2010
The London School of Economics and Political Science (LSE)
Graduate Diploma, Economics
The Economist Intelligence Unit (The EIU) March 2013 - Present
J.P. Morgan August 2011 - March 2013
Standard & Poor's October 2010 - April 2011
Council on Foreign Relations June 2010 - August 2010
Garten Rothkopf April 2010 - June 2010
UNICA - Brazilian Sugarcane Industry Association May 2009 - August 2009
Organization of American States May 2008 - August 2008
Michigan State University September 2007 - May 2008
Marsh & McLennan Companies, Mediservice Health Insurance June 2003 - July 2003
Skills
Translation, Editing, Research, English, Data Analysis, Economic Policy, Risk Analysis, International Relations, Spanish, French, Analysis, Corporate Finance, Economics, Emerging Markets, Market Research, Microsoft Office, Politics, Portuguese, Quantitative Analytics, Macroeconomics, Policy, Stata, Policy Analysis
Education
Columbia University - School of International and Public Affairs 2009 — 2011
MA
Michigan State University 2005 — 2009
BA, BS
Escola Graduada 1993 — 2005
International Baccalaureatte, American High School, Brazilian High School
Chartbeat April 2015 - Present
Invibed April 2015 - Present
J.P. Morgan May 2012 - April 2015
JPMorgan Chase July 2010 - June 2012
CNBC May 2010 - July 2010
UF Entrepreneurship Club May 2009 - May 2010
TradePMR April 2009 - April 2010
WUFT-TV October 2009 - December 2009
Info Tech August 2009 - December 2009
AXA Equitable August 2008 - December 2008
Skills
PowerPoint, Excel, Word, Series 7, Series 63, Data Analysis, Finance, Microsoft Word, Microsoft Excel, Leadership, Marketing, Business Planning, Market Research, Financial Modeling, Portfolio Management, Asset Management, CRM, Entrepreneurship, Financial Markets, Bloomberg, Financial Analysis, Trading, Mergers & Acquisitions, Investments, Valuation, Financial Services, Corporate Finance, Photography, Equities, Venture Capital, Securities, Investment Banking, Capital Markets, Fixed Income, Derivatives, Alternative Investments, Economics, Options, Private Equity, Risk Management, Strategic Financial...
Education
Columbia University - Graduate School of Journalism 2013 — 2015
Master of Science (M.S.), Business Journalism
General Assembly 2014 — 2014
Front End Web Development
UF Hough Graduate School of Business 2009 — 2010
Master of Arts, International Business
University of Florida - Warrington College of Business Administration 2005 — 2009
Bachelor of Arts, Business Administration, Spanish Language
American Express July 2015 - Present
American Express June 2014 - August 2014
J.P. Morgan June 2010 - June 2013
J.P. Morgan June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Investment Banking, Healthcare, Fixed Income, Economics, Bloomberg, Capital Markets, Financial Analysis, LBO, Securities, DCF, Quantitative Analytics, Financial Markets, Bonds, Portfolio Management, Due Diligence, Trading, Bloomberg Terminal, Alternative Investments, Equity Valuation, Series 7
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Chicago 2006 — 2010
Bachelor of Arts (B.A.), Economics
Standard Chartered Bank July 2011 - August 2011
J.P. Morgan June 2011 - July 2011
Agriculture Bank of China August 2009 - September 2009
Agriculture Bank of China June 2009 - August 2009
Skills
Financial Analysis, Banking
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Renmin University of China, School of Finance 2009 — 2010
Master, Finance
Renmin University of China, School of History 2006 — 2010
Bachelor, History
J.P. Morgan June 2010 - Present
Skills
Restructuring/bankruptcy, Financial..., Credit analysis, Equities, Investments, Financial Modeling, Valuation, Bloomberg, Investment Banking, Corporate Finance, Private Equity, Due Diligence
Education
Columbia University in the City of New York 2006 — 2010
BSc.
Lion's Head Global Partners June 2015 - August 2015
Goldman Sachs June 2013 - August 2014
J.P. Morgan September 2010 - June 2013
British High Commission New Delhi September 2009 - October 2009
Novartis June 2009 - August 2009
Actelion July 2008 - August 2008
Education
Columbia University in the City of New York 2015 — 2016
Masters in Public Administration Dual Degree Candidate
The London School of Economics and Political Science (LSE) 2014 — 2015
University of Warwick 2007 — 2010
Bachelor of Science (B.Sc.)
St. Stephen's College 2009 — 2009
New Delhi Summer Student Exchange
Beijing Normal University 2010 — 2010
Language Summer School
International School of Basel 2003 — 2007
International Baccalaureate
Calkins Media Inc. June 2012 - Present
Pilot Group February 2012 - May 2012
Paramount Pictures June 2011 - August 2011
FilmBuff January 2011 - May 2011
J.P. Morgan August 2002 - July 2008
Skills
Capital Markets, LBO, Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Private Equity, Investment Banking, Due Diligence, Emerging Markets, Venture Capital, Turnaround Experience, Digital Strategy, Leveraged Finance, Start-ups, Strategic Partnerships, Corporate Development, Strategy, Digital Media, Business Development
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Management
Georgetown University 1998 — 2002
BSFS, International Relations
GORI Social Club Inc. June 2015 - Present
Easton Capital Investment Group May 2015 - Present
East Wind Advisors February 2015 - May 2015
J.P. Morgan April 2015 - April 2015
Broadway National Bank, NA December 2012 - December 2013
Republic of Korea Air Force January 2010 - February 2012
Skills
Investment Banking, Commercial Banking, Research, Microsoft Excel, Strategic Planning, Data Analysis, Presentations, Visual C++, Leadership, Time Management, Marketing Strategy, Digital Journalism, Military Operations
Education
Columbia University in the City of New York 2014 — 2017
Bachelor of Arts (B.A.), Economics-Mathematics
BrightFunnel November 2014 - Present
Endicow October 2013 - Present
Sailthru May 2012 - October 2013
FatTail 2000 - April 2012
Ulead (acquired by Corel) 1998 - 2000
J.P. Morgan 1989 - 1996
Skills
Consultative Selling, Sales Management, Salesforce.com, Online Advertising, Advertising Business..., Online Ad Operations, Workflow Management..., CRM software, Ad Serving, Online Publishing..., Online Ad Ecosystem, Mobile Advertising, Media Companies, Ad Agency Landscape, Partnership Development, Partnership Management, Strategic Planning, Marketing Strategy, Strategic Leadership, Digital Media, Strategic Partnerships, CRM, Sales, Lead Generation, Partner Management, Ad Networks, Management, Start-ups, Rich Media, Selling, Partnerships, Analytics, Digital Marketing, Mobile Devices
Education
Columbia University in the City of New York 1985 — 1989
A.B., History
University of California, Los Angeles 1996 — 1998
Post-Baccalaureate Pre-Med Program
Galvanize Inc July 2015 - Present
J.P. Morgan June 2014 - December 2014
Framework LLC June 2013 - February 2014
Morgan Stanley June 2011 - August 2011
Carter Morse & Mathias June 2010 - August 2010
Skills
Python, Data Analysis, Predictive Modeling, Machine Learning, Data Visualization, Investment Banking, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Equity Research, Mergers & Acquisitions, Microsoft Excel
Education
Galvanize U 2015 — 2015
Data Science
General Assembly 2015 — 2015
Certificate of Completion, Data Science Program
Columbia University in the City of New York 2012 — 2014
Master of Science (M.S.), Sustainability Management
Fairfield University 2008 — 2012
Bachelor of Science, Finance & Accounting
QS Investors, LLC July 2015 - Present
J.P. Morgan October 2014 - May 2015
Maritime Capital,LLC January 2014 - August 2014
CICC August 2012 - July 2013
DongXing Securities Ltd April 2012 - May 2012
Chardan Capital Markets September 2011 - November 2011
Skills
VBA, Financial Modeling, SQL, Matlab, Python, C++, Trading Strategies, Portfolio Management, Mandarin, Quantitative Investing, Quantitative Analytics, Equities, Hedge Funds, Fixed Income, Numerical Analysis, Algorithms, Data Structures
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (M.A.), Mathematics of Finance, 3.9/4.0
University of International Business and Economics 2008 — 2012
Bachelor's degree, Economics(Finance)
Fidelity Investments October 2014 - Present
Swish Ally Fund October 2013 - Present
Fidelity Investments June 2012 - October 2014
J.P. Morgan August 2004 - May 2012
Skills
Business Strategy, Business Analysis, Business Process..., Business Case..., Managerial Experience, Business Requirements, Vendor Relations, Gap Analysis, Planning, MIS Reporting, Project Execution, MS Project, Visio, Financial Analysis, MS Office Suite, Business Process Design, Project Management, Product Management, Program Implementation, Provision, Management, Risk Management, Financial Services, Project Planning, Nonprofits, Volunteering, Vendor Management, SDLC, PMO, Business Process, Process Improvement, Requirements Gathering, Relationship Management, Analysis, Project Delivery, Governance, Information Technology, Requirements Analysis, Analytics, Strategy, SharePoint, Knowledge Management, Banking, Finance, Business Process..., IT Strategy, Program Management, Change Management, Cross-functional Team..., Business Transformation
Education
Columbia University in the City of New York 2010 — 2012
Master of Science, Technology Mangement
Syracuse University 2000 — 2004
Bachelor of Science, Information Management & Technology (iSchool)
GE Capital August 2015 - Present
GE Capital September 2014 - July 2015
NYU Entrepreneurs Festival October 2013 - March 2014
J.P. Morgan June 2013 - August 2013
Bank of America Merrill Lynch February 2012 - May 2012
Education
New York University 2010 — 2014
Bachelor’s Degree, Economics & Business Studies
Columbia University in the City of New York 2010 — 2010
Summer Course, Behavioral Economics
Jakarta International School
High School Diploma
One Kruger January 2013 - Present
One To World June 2012 - Present
J.P. Morgan June 2013 - August 2014
Engineering Happiness January 2008 - November 2010
Education
Columbia University in the City of New York 2011 — 2012
MS in Management Science and Engineering
The University of Western Australia 2006 — 2010
Bachelor of Engineering
The University of Western Australia 2006 — 2010
Bachelor of Science, Anatomy and Human Biology
Oppenheimer & Co. Inc. June 2015 - Present
Garnero Group Acquisition Co., Inc (NASD: GGAC) September 2014 - Present
Argo Group International Holdings, Ltd. (NASD:AGII) February 2010 - Present
Advanced Global Capital, LLC & Advanced Global Securities Corp. August 2012 - June 2015
Corporacion America May 2009 - August 2012
Converse Bank 2009 - 2010
J.P. Morgan November 2003 - August 2009
Bear Stearns & Co., Inc. November 2003 - May 2008
International Venture Partners April 1999 - November 2003
Cadwalader, Wickersham & Taft LLP June 1992 - May 1999
Skills
Capital Markets, Emerging Markets, Investment Banking, Hedge Funds, Due Diligence, Private Equity, Investments, Corporate Finance
Education
Harvard University 2002 — 2003
Advanced Management Program
Fordham University 1990 — 1992
Doctor of Law (J.D.), International Finance
Fordham University 1989 — 1992
Master of Business Administration (M.B.A.), International Finance
Columbia University in the City of New York 1983 — 1987
Bachelor's Degree
Kent School 1979 — 1982
High School
Credit Suisse June 2015 - Present
J.P. Morgan July 2014 - June 2015
J.P. Morgan June 2013 - August 2013
Education
Columbia University in the City of New York 2010 — 2014
B.S., Operations Research, summa cum laude, 4.00
J.P. Morgan June 2015 - August 2015
Yinhua Fund Management Co.Ltd August 2013 - September 2013
Bloomberg LP February 2013 - February 2013
Skills
Teamwork, Economics, Market Research, Research, Project Management, Financial Analysis, Financial Risk, Quantitative Finance, Statistics, Financial Modeling
Education
Columbia University in the City of New York 2015 — 2016
Master’s Degree, Operations Research, IEOR
UCL 2012 — 2015
Bachelor of Science (BSc), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Finance, Summer School
People's Bank of China School of Finance 2013 — 2013
Financial Leaders of Tomorrow program, Tsinghua University, Finance and Financial Management Services
UBS Investment Bank June 2009 - Present
Macquarie Bank November 2008 - June 2009
J.P. Morgan July 2006 - November 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Equities, Capital Markets, Investments, Investment Banking, Hedge Funds, Bloomberg
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2002 — 2006
BSc(Econ), Finance, Accounting, and Entrepreneurship
UBS July 2015 - Present
J.P. Morgan August 2012 - July 2015
Nomura December 2010 - August 2012
Columbia University September 2010 - December 2010
Ashir Group, Inc. September 2010 - November 2010
Federal Reserve Bank of New York June 2010 - August 2010
Carver Federal Savings Bank February 2010 - June 2010
Federal Reserve Bank of Boston June 2009 - August 2009
Carnegie Council for Ethics in International Affairs April 2009 - August 2009
WBUR January 2009 - January 2009
Skills
Macroeconomics, Econometrics, Economics, Eviews, Stata, Research, Emerging Markets, Financial Modeling, Capital Markets, Credit Analysis, Financial Analysis, Valuation, Risk Management, Bloomberg, Data Analysis, Quantitative Analytics, Corporate Finance, EViews, Chinese
Education
Columbia University - School of International and Public Affairs 2009 — 2011
Master of International Affairs, International Finance and Economic Policy
Tufts University 2005 — 2009
Bachelor of Arts, cum laude, International Relations with Regional Focus on East Asia, Minor in Chinese, and Ethics Certificate
Harbin Institute of Technology 2008 — 2008
Certificate, Intensive Chinese Language
Mercersburg Academy 2001 — 2005
Diploma, cum laude
Lincoln High School
J.P. Morgan June 2015 - Present
U.S. Department of the Treasury June 2014 - August 2014
No Longer Empty January 2014 - April 2014
Musana Jewelry May 2013 - August 2013
Perseus Books Group January 2013 - April 2013
Skills
Microsoft Word, Analysis, Social Media, Event Planning, Creativity Skills, Research, Designs, Digital Marketing, Editing, Microsoft Office, Microsoft Excel, Economic Development
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (BA), Economics and Psychology
East Brunswick High School 2009 — 2012
Credit Suisse September 2015 - Present
The Ivy Team November 2014 - Present
J.P. Morgan May 2015 - June 2015
Moody's Corporation February 2015 - March 2015
JPMorgan Chase & Co. November 2014 - January 2015
Debevoise & Plimpton June 2014 - October 2014
Nomura Research Institute America February 2014 - April 2014
Parliament Tutors August 2013 - December 2013
The Wall Street Journal August 2013 - October 2013
Dow Jones & Company (WSJ.Money) June 2013 - October 2013
Skills
Spanish, Brazilian Portuguese, Investments, Microsoft Excel, Tutoring, SQL, Copy Editing, Spanish translation, Economics, Financial Modeling, Report Writing, Research, Access, PowerPoint, Valuation, Equities, Analysis, Finance, Financial Analysis, KYC, Bloomberg, VBA, Due Diligence, AML, Anti Money Laundering, Corporate Finance, Market Research, Data Analysis, Analytics, Management Consulting, Microsoft Office, Accounting, Fixed Income, Databases, Microsoft Word, Leadership, Derivatives, LexisNexis, Banking, Capital Markets, Bloomberg Terminal, Strategy, Securities, Microsoft SQL Server, Public Speaking, Teamwork, FATCA, Operational Streamlining
Education
Columbia University in the City of New York 2008 — 2012
Bachelor's Degree, Hispanic Studies; Economics
Millburn High School 2004 — 2008
High School, Regular/General High School/Secondary Diploma Program, Salutatorion
J.P. Morgan July 2010 - Present
US Peace Corps August 2005 - March 2008
Barclays Global Investors March 2002 - July 2005
Fairfield Preparatory High School September 2000 - June 2001
Skills
Emerging Markets, Financial Modeling, Valuation, Investment Banking, Capital Markets, Fixed Income, Corporate Finance, Private Equity, Investments, Alternative Investments, Financial Analysis
Education
Columbia University - School of International and Public Affairs 2008 — 2010
MIA, International Finance
Wesleyan University 1996 — 2000
BA, Physics
Nomura Securities June 2013 - Present
J.P. Morgan July 2011 - June 2013
Janney/FBR January 2009 - July 2011
Goldman Sachs 2007 - 2009
Telsey Advisory Group 2006 - 2007
Skills
Equity Research, Capital Markets, Investment Management, Valuation, Equities, Financial Modeling, Fixed Income, Hedge Funds, Bloomberg, Corporate Finance, Investments, Due Diligence, Asset Management, Investment Banking, Private Equity, Alternative Investments, Equity Valuation, Portfolio Management, LBO, Trading, Securities, Series 7, Options, Series 63, Equity Derivatives, FINRA, Financial Markets, Investment Strategies, Financial Analysis, Bloomberg Terminal, Asset Allocation, DCF, Derivatives, Emerging Markets, Bonds
Education
Columbia University in the City of New York 2003 — 2006
BA, Economics and Philosophy
Castellan Real Estate Partners October 2015 - Present
J.P. Morgan June 2014 - July 2015
United States Navy December 2007 - October 2011
Skills
Investment Banking, Financial Modeling, Portfolio Management, Asset Allocation, Equities, Valuation, Financial Analysis, Economics, Investments, Corporate Finance, Mergers & Acquisitions, Securities, Bloomberg Terminal, Due Diligence, Debt & Equity Financing, Leveraged Finance, Equity Research, Leveraged Lending, FactSet, Bloomberg, ThomsonOne, SNL, Green Street Advisors, Real Capital Analytics, Haver Analytics, Stata, Alternative Investments, Capital Markets, NAV Analysis, Real Estate
Education
New York University
Master’s Degree, Real Estate Finance & Investment
Columbia University in the City of New York
Bachelor’s Degree, Financial Economics
Consultant October 2014 - Present
Self-employed September 2012 - Present
Lyrical Partners, LP July 2007 - May 2012
Morgan Stanley May 2004 - June 2007
Needham & Company June 2002 - May 2004
Dunmore Management LLC October 2001 - May 2002
J.P. Morgan June 2001 - August 2001
Skills
Equity Research, Hedge Funds, Financial Modeling, Options, Trading, Investment Management, Commodity, Alternative Investments, Asset Management, Value Investing, ETFs, Economics, Due Diligence, Volatility, Research, Stock Picking, Macroeconomics, Global Macro, Asset Allocation, Currency, Security Analysis, Industry Analysis, Fundamental Research, Currencies, Commodities, Discretionary Macro, FX trading
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Value Investing
University of Washington 1991 — 1996
B.S., Psychology
J.P. Morgan March 2013 - Present
BNY Mellon Alternative Investment Services April 2009 - March 2011
BNY Mellon December 2007 - March 2009
Neuberger Berman March 2005 - September 2005
Goldman Sachs May 2004 - October 2004
Coudert Brothers October 2002 - October 2003
Allen & Overy July 2000 - August 2001
Office of Senator Charles E. Schumer 1999 - 1999
Office of Geroge Stephanopoulos 1998 - 1999
Skills
Hedge Funds, Alternative Investments, Mutual Funds, Due Diligence, Financial Services, Emerging Markets, Spanish, Research, Finance, Global Custody, French, Contract Negotiation, Arabic, Tax, Translation, Social Media Marketing, Relationship Management, Portfolio Management, Fixed Income, Equities, Compliance, Private Equity, Real Estate Transactions, Risk Management
Education
School of Oriental and African Studies, U. of London 2006 — 2007
Diploma, Communicative Arabic
School of Oriental and African Studies, U. of London 2005 — 2006
MA, Near and Middle East Studies
Columbia University in the City of New York 1997 — 2002
BA, Middle East & Asian Languages & Cultures
J.P. Morgan 2014 - Present
The Adventure Project January 2012 - Present
Consultant 2008 - 2013
Benchmark Solutions 2009 - 2012
Morgan Stanley 2003 - 2007
Hewlett-Packard 1997 - 2002
Skills
Start-ups, Relationship Management, Fundraising, Event Management, Corporate Events, Strategic Communications, Corporate Communications, Internal Communications, Project Management, Team Building, Charities, Entrepreneur, Brainstorming, Brand Development, Rebranding, Media Relations, Digital Marketing, Reputation, Institutional Clients, Customer Relations, Private Equity, Copywriting, Editing, Entrepreneurship, Financial Services, Advertising, Business Strategy, Leadership, Institutional..., Marketing Communications, Customer Service, Market Research, Event Planning, Strategy, Nonprofits, Analytics, Strategic Planning, Creative Direction, Marketing, Human Resources, Social Networking, Sales, Public Relations, Online Advertising, Business Development, Social Media, Business Intelligence, Social Media Marketing, Program Management, Management
Education
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts, Art History
CarGlass, Inc. May 2014 - Present
Goldman Sachs May 2013 - April 2014
J.P. Morgan June 2012 - May 2013
MyPlanIQ.com September 2010 - August 2011
J.P. Morgan June 2010 - August 2010
Skills
Early-stage Startups, Product Management, Business Strategy, Product Launch, Software Project..., Software Development, Lean Startup, Product Marketing, Telematics, Infotainment, Channel Partners, C++, Java, Machine Learning, Augmented Reality, Virtual Reality, Valuation, Financial Modeling, Investment Banking, Spin-offs, Financial Analysis, Corporate Finance, Capital Markets, LBO, DCF Valuation, Due Diligence, Carve-outs, M&A experience, Competitive Analysis, Data Analysis, Mergers, Microsoft Office, Microsoft Excel, Venture Capital, Mergers & Acquisitions, Finance
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Science, magna cum laude, in Applied Mathematics
Energy Sector August 2005 - Present
J.P. Morgan January 1995 - August 2005
Skills
Social Media Outreach, Web Marketing, Digital Media, Media Relations, Media Production, Radio Programming, Interfaith Relations, Preaching, Nonprofits, Teaching, Theology, Public Speaking, Ignatian Spirituality, Church Revitalization, Ecumenism, Biblical Languages, Urban Ministry, Ecclesiology, Revivals, Congregational..., Management, Analysis, Leadership, Microsoft Excel, PowerPoint, Project Management, Research, Social Media, Strategic Planning, Social Networking, Microsoft Word, Training, Editing, Team Leadership, Public Relations, Financial Analysis
Education
Columbia University in the City of New York
Bachelor of Science (B.S.), Industrial Engineering
UTi Worldwide September 2010 - March 2015
JP Morgan Chase August 2007 - February 2009
DFS November 2003 - February 2007
Merrill Lynch June 2000 - June 2002
Merrill Lynch March 1999 - June 2000
J.P. Morgan May 1996 - November 1998
J.P. Morgan April 1992 - May 1996
Aon (formerly Alexander & Alexander/Anistics) March 1987 - April 1992
Skills
Management, Business Analysis, Process Improvement, IT Management, Project Management, Data Center, Vendor Management, Outsourcing, IT Strategy, IT Service Management, IT Operations, Financial Analysis, Budgets, Team Building, Change Management, Data Analysis, Team Leadership, Negotiation, Servers, SDLC, ITIL, Active Directory, CRM, VMware, Enterprise Architecture, Infrastructure, Enterprise Software
Education
edX (Online MOOC) 2015 — 2015
Certificate, Entrepreneurship, Modern China
Alliance Française 2002 — 2007
French Language
Japan Society and private tutoring 1996 — 2001
Japanese Language
New York University 1990 — 1994
Masters, Multimedia/Interactive Telecommunications Program
Columbia University in the City of New York 1987 — 1988
Certificate, C Programming & Software Development
Trinity College-Hartford 1982 — 1986
BS, Computer Science/Physics
The Rockefeller Foundation September 2015 - Present
United Nations Global Compact February 2015 - August 2015
Impact Investment Exchange Asia (IIX) December 2014 - January 2015
Clinton Global Initiative June 2014 - September 2014
J.P. Morgan July 2012 - December 2012
Ernst & Young ShinNihon January 2012 - July 2012
Goldman Sachs April 2010 - December 2011
Skills
Japanese, Investment Banking, English, International Relations, Analysis, Public Policy, Nonprofits, Policy Analysis, Research, Qualitative Research, Social Impact Assessment, Consulting, Microsoft Office
Education
Columbia University - School of International and Public Affairs 2013 — 2015
Master of Public Administration (MPA), Development Economics and International Development
Sophia University 2006 — 2010
Bachelor of Liberal Arts, Political Science; International Relations, 3.65/4.00
The Australian National University 2006 — 2006
Bachelor of Arts (BA), International Relations
Wesley College 2002 — 2005
J.P. Morgan August 2008 - Present
J.P. Morgan June 2007 - August 2007
Informatica June 2003 - August 2003
IBM. India Research Labs June 2001 - August 2001
IIT Bombay May 2000 - June 2000
Education
Columbia University - Columbia Business School 2004 — 2008
PhD, Decision, Risk and Operations
University of California, Berkeley 2002 — 2004
MS, Electrical Engineering and Computer Science
Indian Institute of Technology, Guwahati 1998 — 2002
B. Tech., Computer Science and Engineering
Hartmann College 1984 — 1998
Federal Reserve Bank of New York July 2009 - Present
CIBC May 2005 - August 2007
J.P. Morgan July 2001 - June 2004
Skills
Financial Modeling, Mergers & Acquisitions, Equities, Portfolio Management, Credit, Analysis, Leveraged Finance, Loans, Valuation, Bonds, Marketing, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Private Equity, Management Consulting, Due Diligence, Analytics, Strategy
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Columbia University in the City of New York 1997 — 2001
Bachelor's degree
J.P. Morgan June 2007 - Present
Skills
Asset Allocation, Asset Management, Credit, Fixed Income, Hedge Funds, Investments, Series 7, Portfolio Management, Wealth Management, Financial Advisory, Estate Planning, Wealth Management..., Financial Services
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance
Wake Forest University
Bachelor of Arts (B.A.)
Brunswick School
Franklin Templeton Investments January 2014 - Present
Mirae Asset Global Investments (USA) LLC 2011 - 2014
Perennial Investment Partners 2007 - 2009
TIAA-CREF 2003 - 2007
J.P. Morgan 2001 - 2002
Skills
Bloomberg, Equities, Equity Research, Fixed Income, Valuation, Financial Modeling, Investments, Portfolio Management, Asset Management, Hedge Funds, Mutual Funds, Capital Markets, Alternative Investments, Asset Allocation, Data Analysis, Financial Analysis, Series 7, Investment Strategies, Equity Valuation, Derivatives
Education
Columbia University - Columbia Business School 2010 — 2011
Master of Business Administration (MBA), Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Arts (B.A.), Economics
The Morningside Post September 2013 - May 2014
Jalia Ventures 2014 - 2014
TRF January 2011 - December 2012
Citizen Schools 2010 - 2010
Deloitte Consulting 2007 - 2009
J.P. Morgan 2006 - 2006
Skills
Journalism, Strategic Communicatons, Publishing, News Writing, Reporting, Fundraising, Political Strategy, Interviewing, Campaign Management, Public Relations, Editing, Program Management, Project Management, Policy Analysis, Management Consulting, Entrepreneurship, Nonprofits, Analysis, Strategy
Education
Columbia University - School of International and Public Affairs
Master of Public Administration (MPA), Media, Communications, International Affairs & Public Policy
Loyola Marymount University
Bachelor of Business Administration (B.B.A.), Cum Laude
Morgan Stanley 2015 - Present
Office of NYC Comptroller 2011 - 2015
Credit Suisse 2007 - 2011
J.P. Morgan January 2000 - January 2003
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Morehouse College
Bachelor of Business Administration (B.B.A.)
FarmersWeb January 2011 - September 2015
Basis Farm to Chef October 2009 - October 2010
Sunflower Children 2008 - 2009
J.P. Morgan 2006 - 2008
Skills
Financial Modeling, Valuation, Venture Capital, Private Equity, Investment Banking, Entrepreneurship, Start-ups, Emerging Markets, Corporate Development, Management Consulting, Strategic Consulting, Strategy, Corporate Finance, Strategic Planning, Social Media, Management, International Business, Sales
Education
Columbia University in the City of New York 2002 — 2006
B.A., Political Science, International Relations
A Consumer Market Startup May 2015 - Present
J.P. Morgan April 2012 - May 2015
Calyon June 2007 - April 2012
Goldman Sachs August 2005 - June 2007
Skills
Debt, Credit..., Structured Products, Chartered Financial..., Credit Derivatives, Equity Derivatives, Fixed Income, Bonds, Derivatives, Bloomberg, Capital Markets, VBA, Equities, Interest Rate..., Structured Finance, Money Market
Education
Columbia University - School of International and Public Affairs 2003 — 2005
Fudan University
TZ Consulting 2009 - Present
Cenveo 2012 - 2014
Investment Funds June 2004 - December 2008
StarVest Partners 1998 - 2004
KPMG 1996 - 1997
J.P. Morgan January 1994 - October 1996
Skills
Investments, Venture Capital, Portfolio Management, Fixed Income, E-commerce, Mutual Funds, Consulting, Strategy, Direct Marketing, Mergers & Acquisitions, Strategic Partnerships, Start-ups, Executive Management, P&L Management, Competitive Analysis, Marketing Strategy, Business Development, Cross-functional Team..., Business Strategy, Strategic Planning
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
University of Vermont 1989 — 1993
BA, Political Science
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. October 2013 - January 2015
J.P. Morgan July 2012 - October 2013
J.P. Morgan June 2011 - August 2011
Cambridge Silicon Radio May 2010 - October 2010
Cambridge Silicon Radio March 2005 - April 2010
Skills
Business Strategy, Financial Modeling, Investment Banking, Mergers, Start-ups, Mergers & Acquisitions, Valuation, Corporate Development, Corporate Finance, Digital Signal..., Private Equity, Wireless
Education
University of Michigan - Stephen M. Ross School of Business
MBA
Columbia University in the City of New York
M.S
Indian Institute of Technology, Bombay
B.Tech
Parle Tilak Vidyalaya English Medium
Sathaye College (formerly Parle College)
Cassia Capital Partners LLC January 2012 - Present
CMT Asset Management October 2004 - May 2012
Cygnifi Derivatives Services April 2000 - September 2002
J.P. Morgan July 1985 - April 2000
Skills
Hedge Funds, Capital Markets, Alternative Investments, Options, Derivatives, Trading, Financial Analysis, Investments, Risk Management, Asset Managment, Family Office, Investment Management, Fund Of Funds, Wealth Management, Investment Strategies, Fixed Income, Equity Derivatives, Asset Allocation
Education
Columbia University - School of International and Public Affairs 1982 — 1984
Masters, International Finance and Banking, European Studies
Universität zu Köln / University of Cologne 1981 — 1982
Fulbright Scholar
Wake Forest University 1977 — 1981
Bachelors, Politics and German
J.P. Morgan January 2015 - Present
J.P. Morgan February 2012 - January 2015
JP Morgan July 2008 - January 2012
JP Morgan May 2007 - August 2007
Capstar Partners August 2004 - August 2006
Capstar Partners July 2002 - July 2004
Education
Columbia University - Columbia Business School 2006 — 2008
University of Rochester 1998 — 2002
BA, Economics
J.P. Morgan August 2014 - Present
J.P. Morgan September 2008 - July 2014
J.P. Morgan June 2004 - September 2008
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2000 — 2003
Bachelor of Science (B.S.), Finance, Accounting
Goldman Sachs August 1999 - Present
J.P. Morgan August 1994 - August 1997
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Capital Markets, Private Equity
Education
Columbia University - Columbia Business School 1997 — 1999
Hampton University 1990 — 1994
B.S., Accounting
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 February 2015 - Present
J.P. Morgan February 2012 - January 2015
J.P. Morgan September 2009 - January 2012
J.P. Morgan June 2008 - August 2008
Ambac June 2007 - May 2008
Kings County District Attorneys Office June 2006 - August 2006
Skills
Corporate Development, M&A experience, Financial Modeling, Deal Execution, Business Strategy, Global Business..., Innovation, Strategic Analysis, Project Management, Presentation Writing, Capital IQ, Strategy
Education
Columbia University in the City of New York 2004 — 2009
BS, Operations Research
Hamilton-Wenham Regional High School 2000 — 2004
HS, General
Louis Dreyfus Commodities July 2013 - Present
Louis Dreyfus Commodities April 2011 - Present
J.P. Morgan July 2008 - March 2011
U.S. Sailing Team January 2005 - December 2007
Education
Columbia University - School of International and Public Affairs
Master's Degree, International Economic Policy and Management
Northwestern University
Bachelor's Degree, Economics, Legal Studies
Holland Christian High School
J.P. Morgan October 2011 - Present
ALaS Consulting LLC May 2010 - May 2011
Haver Analytics September 2007 - March 2010
New York City Council October 2006 - September 2007
Skills
Derivatives, Macroeconomics, Bloomberg, Financial Analysis, Fixed Income, Equities, Monetary Policy, Market Risk, Portfolio Management, Credit Risk, Financial Risk, Financial Services, Research, VBA, Trading, Finance, Access, SQL, Economic Research, Economics, Fixed Income Products, Teamwork, Visual Basic, Data Management, Unsecured Loans, Business Loans, Credit Analysis, Credit Derivatives, Lines Of Credit, Letters of Credit, Business Objects, Financial Modeling, Financial Markets, Portfolio Optimization, Portfolio Performance..., Capital Structure, Capital Markets, Structured Finance, Structured Products, Risk Management, CDS, CLN, Participation, Corporate Finance, Microsoft Excel
Education
Columbia University in the City of New York 2013 — 2016
Master of Arts (M.A.), QMSS
Pace University 2006 — 2010
BA, Economics
Allentown High School 2002 — 2006
The Global Partnerhip for Education February 2013 - Present
Export-Import Bank of the United States July 2009 - February 2013
The GAVI Alliance September 2001 - July 2009
The Carlyle Group August 1999 - July 2001
J.P. Morgan September 1989 - July 1999
Skills
Strategic Planning, International..., Public Policy, Financial Analysis, Emerging Markets, Non-profits, Due Diligence, Policy, Public Speaking, Risk Management, Program Management, International Relations, Government
Education
Columbia University - School of International and Public Affairs 1983 — 1985
MA, International Finance and Banking
Williams College 1979 — 1983
BA, History
J.P. Morgan June 2014 - Present
David N Deutsch & Company September 2013 - May 2014
GE Capital June 2013 - August 2013
University of Connecticut November 2012 - May 2013
The Hartford Financial Services Group May 2012 - August 2012
Connecticut Center for Entrepreneurship and Innovation January 2012 - May 2012
New Economics Institute December 2011 - January 2012
Skills
Financial Modeling, Research
Education
Columbia University in the City of New York 2013 — 2014
Master of Arts (M.A.)
The University of Connecticut 2009 — 2013
Bachelor of Arts (B.A.)
J.P. Morgan October 2014 - Present
KLINE January 2013 - Present
William Vitacco Associates September 2011 - August 2014
Skills
Architectural Design, AutoCAD Architecture, Architectural Drawings, Sketching, Revit, InDesign, Project Management, Urban Design, Product Development, Strategic Planning, AutoCAD, Rhino, Innovation, Early-stage Startups, Leadership Development
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2010 — 2011
M.S., Architecture and Urban Design
University of Miami 2004 — 2008
Bachelor of Architecture, Architecture
J.P. Morgan July 2014 - Present
J.P. Morgan December 2011 - July 2014
JPMorgan November 2009 - December 2011
J.P. Morgan January 2006 - January 2009
Skills
Strategy, Finance, Management, Portfolio Management, Leadership, Restructuring, Commodity, Strategic Planning, Financial Planning, Business Planning
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
North Carolina State University 1988 — 1991
Bachelor's Degree, Political Science and Government
Sancus Capital Management LP August 2009 - Present
J.P. Morgan June 2007 - March 2009
Dillion Read August 2006 - May 2007
Goldman Sachs 1999 - 2006
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Alternative Investments, Portfolio Management, Bloomberg, Credit Derivatives, Structured Products, Capital Markets, Investment Banking, Financial Modeling, Asset Management, Investments, Risk Management, Mutual Funds, Valuation, Financial Markets, Emerging Markets, Credit, Bonds, Trading
Education
Columbia University - Columbia Business School 1998 — 2000
MBA
Northwestern College 1992 — 1996
BS
J.P. Morgan October 2013 - Present
Credit Suisse May 2007 - September 2013
Constellation Capital Management January 2004 - May 2007
Education
Columbia University in the City of New York 2003 — 2004
Master, Statistics
Renmin University of China
B.S., Applied Mathematics
J.P. Morgan January 2008 - Present
Education
Columbia University - School of International and Public Affairs
Asia Initiatives June 2015 - August 2015
ITC Limited July 2011 - June 2014
Swaniti Initiative June 2011 - March 2014
Slum Soccer January 2011 - March 2012
All India Trinamool Congress April 2011 - May 2011
J.P. Morgan April 2010 - June 2010
OnMobile July 2008 - May 2009
Skills
Competitive Analysis, Key Account Management, Brand Management, Negotiation, Market Analysis, Marketing Management, Cross-functional Team..., Strategic Planning, Marketing Strategy, Management, Account Management, New Business Development, Business Analysis
Education
Columbia University - School of International and Public Affairs 2014 — 2016
Master's Degree, Master of International Affairs
Indian Institute of Management, Calcutta 2009 — 2011
Post Graduate Diploma in Management, 99.97 percentile (Top 75) amongst 240,000 students in CAT 2008
National Institute of Technology, Trichy 2004 — 2008
B.Tech, Electrical & Electronics Engineering
J.P. Morgan February 2013 - Present
JPMorgan February 2010 - January 2013
J.P. Morgan September 2007 - January 2010
Skills
Corporate Finance, Capital Markets, Investment Banking, Fixed Income, Emerging Markets, Derivatives, Finance, Banking, Financial Analysis, Financial Modeling, Financial Markets, Risk Management, Valuation, Equities, Credit Analysis, Foreign Exchange, Interest Rates, Structured Finance
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Kansas 2003 — 2007
Business, Business with concentration in Finance
The University of Hong Kong
The Estée Lauder Companies Inc. August 2014 - Present
The Estée Lauder Companies Inc. June 2013 - August 2013
Hermes of Paris January 2013 - January 2013
J.P. Morgan September 2010 - June 2012
J.P. Morgan July 2008 - September 2010
Skills
Strategy, Financial Modeling, Management Consulting, Risk Management, Marketing Strategy, Product Management, Valuation, Data Analysis, Product Development, Corporate Finance, Analytics, Finance, Competitive Analysis, Analysis, Financial Analysis, Financial Services
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2004 — 2008
B.S.E, Operations Research and Financial Engineering
Barclays Investment Bank March 2015 - Present
The Blackstone Group September 2009 - March 2015
J.P. Morgan August 1993 - 2008
Skills
Mergers, Mergers & Acquisitions, Investment Banking, Finance, Equity Research, Equities, Investments, Financial Modeling, Due Diligence, Management, Corporate Finance, Business Development, Venture Capital, Portfolio Management, Valuation, Restructuring, Private Equity, Alternative Investments, LBO
Education
Columbia University - Columbia Business School 1992 — 1993
MBA, Finance
University of Rochester 1984 — 1988
BA, History
State Street March 2013 - Present
J.P. Morgan November 2011 - February 2013
Goldman Sachs April 1998 - October 2011
Coopers & Lybrand July 1990 - March 1998
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Corporate Finance
University of Pennsylvania 1985 — 1990
BS, Accounting, Economics
J.P. Morgan June 2010 - Present
QB Asset Management July 2009 - August 2009
Thompson, Siegel & Walmsley July 2008 - August 2008
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
University of Virginia 2006 — 2010
Economics, Spanish
Norfolk Academy 2002 — 2006
Balyasny Asset Management L.P. August 2014 - Present
J.P. Morgan June 2013 - August 2014
various investment banks July 2010 - August 2012
Singapore Armed Forces June 2007 - June 2009
Education
Columbia University in the City of New York 2009 — 2013
B.A., Economics-Mathematics, summa cum laude
Morgan Stanley July 2013 - Present
J.P. Morgan June 2012 - July 2013
J.P. Morgan June 2011 - August 2011
Skills
Quantitative Finance, Stochastic Processes, Mathematical Programming, Statistics, Time Series Analysis, Interest Rate..., C++, Python, R, VBA, Derivatives Trading, Data Analysis, Algorithms, Equity Derivatives, Linux, Derivatives
Education
Columbia University in the City of New York 2007 — 2012
Doctor of Philosophy (PhD), Operations Research
GoldPoint Partners LLC 2010 - Present
J.P. Morgan June 2008 - June 2010
Skills
Investment Banking, Private Equity
Education
Duke University 2004 — 2008
BS, Economics
Columbia University - Columbia Business School
Credit Suisse June 2012 - Present
J.P. Morgan May 2007 - June 2012
Skills
Private Banking, Wealth Management, Asset Allocation, Trading, Business Strategy, Financial Modeling, Strategic Planning, Capital Markets, Investments, Private Equity, Fixed Income, Equities, Alternative Investments, FX Trading, Emerging Markets, Derivatives
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Instituto Tecnológico y de Estudios Superiores de Monterrey 2002 — 2006
Bachelor's degree, Economics
University of Wisconsin-Madison - School of Business 2005 — 2005
Exchange Program, Economics
Liceo de Monterrey 1999 — 2001
High School
Education Pioneers June 2015 - Present
KIPP Austin Public Schools June 2015 - Present
J.P. Morgan July 2011 - July 2014
Dell May 2010 - August 2010
Big Brothers Big Sisters of Central Texas May 2009 - August 2009
Michaels Stores, Inc. May 2008 - August 2008
Skills
Financial Analysis, Asset Management, Marketing
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Finance
Egon Zehnder September 2015 - Present
Egon Zehnder International October 2012 - Present
Patria Investimentos August 2010 - August 2012
BR Malls 2007 - 2009
J.P. Morgan June 2002 - January 2007
Skills
Due Diligence, Mergers & Acquisitions, Valuation, Hedge Funds, Equity Research, Investments, Investor Relations, Corporate Finance, Financial Modeling, Investment Banking, Mergers, Venture Capital, Management Consulting, Equities, Business Strategy, Emerging Markets, Financial Analysis, Private Equity, Capital Markets
Education
Columbia Business School 2009 — 2010
MBA, Finance
University of Virginia 1998 — 2002
B.S. in Commerce, Finance & Marketing
Colégio Santo Agostinho 1997 — 1998
Escola Graduada de São Paulo 1989 — 1996
Au Ciel Inc December 2012 - May 2014
J.P. Morgan June 2008 - June 2012
Bear Stearns December 2005 - June 2008
Bear Stearns August 2004 - November 2005
Bear Stearns April 2000 - July 2004
Georgio Shoes Inc., June 1996 - April 2000
Pamela Robbins June 1994 - June 1996
Isaac Mizrahi Ready Made LLC September 1988 - April 1994
Skills
Series 7, Series 63, Series 55, Conversant in Spanish, Equities, Hedge Funds, Investments, Derivatives, Trading, Equity Derivatives, Wealth Management, Commodity, Finance, Financial Risk, Currency, Wealth Management...
Education
New York University 1984 — 1988
Bachelor of Science, Economics
Columbia University in the City of New York 1987 — 1987
French
Ursuline Academy
Bessemer Trust July 2011 - Present
J.P. Morgan December 1986 - July 2011
Skills
Investments
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
St. John's University School of Law 1981 — 1984
JD
Saint John's University 1977 — 1981
Archbishop Molloy
McKinsey & Company March 2014 - Present
McKinsey & Company October 2011 - March 2014
J.P. Morgan July 2006 - August 2009
Education
Columbia University - School of International and Public Affairs 2009 — 2011
Masters
Harvard University 2002 — 2006
BA, Economics
J.P. Morgan 2011 - Present
JP Morgan Chase January 2005 - January 2007
Accenture January 2003 - 2004
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Management & Media
Princeton University 1997 — 2001
B.S, Mathematics
Sound Point Capital Management August 2012 - Present
Apollo Management August 2009 - April 2012
Bank of America July 2006 - June 2009
Bank of America August 2003 - June 2006
Qwest Communications 1998 - 2001
J.P. Morgan 1995 - 1998
Education
Georgetown University 1991 — 2005
BSFS, Economics
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance
Christian Brothers Academy
J.P. Morgan June 2007 - Present
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance
Cornell University 2004 — 2008
BS, Applied Economics and Management
J.P. Morgan
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Columbia University - School of International and Public Affairs 1983 — 1985
Masters of International Affairs
Dartmouth College 1979 — 1983
Bachelor of Arts (BA)
J.P. Morgan March 2015 - Present
J.P. Morgan June 2014 - December 2014
McKinsey & Company February 2013 - May 2013
China Foreign Exchange Trading System & National Interbank Funding Center June 2012 - August 2012
Accenture March 2012 - June 2012
Skills
Matlab, VBA, Statistics, Data Analysis, SQL, Microsoft Excel, Operations Research, C++, C, Minitab, Microsoft Office, PowerPoint, Derivatives, Financial Modeling, Mathematica, R, Python
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (MS)
Tsinghua University 2009 — 2013
Bachelor of Science (B.S.)
High School Attached to Northeast Normal University 2006 — 2009
Capstone Investment Advisors January 2008 - Present
Millenium Partners August 2006 - December 2007
J.P. Morgan 2003 - 2006
UBS Investment Bank 2000 - 2003
Skills
Hedge Funds, Alternative Investments, Fixed Income, Trading, Equities, Derivatives, Portfolio Management, Asset Managment, Bonds, Options, Bloomberg, Investments, Capital Markets, Investment Banking, Private Equity, Structured Products
Education
Columbia Business School 1995 — 1996
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Finance, General
University of Pennsylvania
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
FirstSouthwest September 2010 - Present
Sequoia Financial Group LLC (Acquired by FirstSouthwest) March 2009 - September 2010
Radian Asset Assurance Inc. January 2007 - September 2008
Capital One Public Funding, LLC (Formerly North Fork Bank) 2006 - 2007
Raymond James & Associates, Inc. 2004 - 2005
Merrill Lynch 2002 - 2004
J.P. Morgan 1999 - 2002
Public Financial Management (Formerly Evensen Dodge Inc.) 1997 - 1999
Standard & Poor's 1989 - 1996
Skills
Finance, Portfolio Management, Credit, Investment Banking, Financial Modeling, Structured Finance
Education
Columbia University - School of International and Public Affairs 1987 — 1989
Master's degree, International Economics
New York University 1983 — 1987
Bachelor of Arts (B.A.), Magna Cum Laude, Political Science; Minors in Economics and French