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
The Georgetown Company August 2015 - Present
J.P. Morgan July 2014 - August 2015
J.P. Morgan July 2011 - July 2014
Ideal Innovations, Inc. 2008 - 2011
Skills
Real Estate, Real estate investment, Valuation, Real Estate Development
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (B.A.), Economics
J.P. Morgan August 2015 - Present
Credit Suisse May 2015 - August 2015
CITIC Securities July 2014 - August 2014
BNY Mellon Western Fund Mgmt Co July 2013 - August 2013
IBM July 2012 - August 2012
Prudential Assurance January 2012 - January 2012
HuaTai Securities Co.,Ltd. July 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Quantitative Analytics, Valuation, Risk Management, Corporate Finance, Market Research, Optimization, PowerPoint, Bloomberg, VBA, VAR
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Operations Research
Nanjing University 2009 — 2013
Bachelor of Economics, Financial Engineering
The Chinese University of Hong Kong 2012 — 2012
Asian-Pacific Talent Program, Finance, General
ESSEC Business School 2010 — 2010
Exchange Student, Finance, General
IRC Securities January 2015 - Present
SunTrust Robinson Humphrey December 2013 - December 2014
J.P. Morgan May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Data Analysis, Teamwork, Financial Analysis, Leadership, Spanish, Investment Banking
Education
University of Rochester 2009 — 2013
Dual major in International Relations & Business
IES Abroad 2012 — 2012
Semester Abroad Argentina, International Business
University of California, Los Angeles 2011 — 2011
Summer Session, International/Global Studies
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
LEAD program- Summer Business Institute
Columbia University in the City of New York 2005 — 2007
Pre-College Scholar, Science, Technology and Engineering Program
J.P. Morgan July 2015 - Present
Columbia University September 2011 - Present
Oliver Wyman June 2014 - August 2014
Olympic Games August 2004 - August 2012
Austrian Department of Defense October 2005 - November 2010
Skills
Olympic, Public Speaking, Spokesperson, Interviews, Business Travel, Translation, Language Teaching, Sports Coaching, Intercollegiate..., Sports, Entrepreneurship, Time Management, Policy, Training, Leadership, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Social Media, Editing
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (BA), Economics
Bright Harbor Advisors July 2015 - Present
Bleakley, Schwartz, Cooney & Finney LLC August 2014 - July 2015
Bank of Tokyo-Mitsubishi UFJ November 2011 - November 2013
J.P. Morgan June 2008 - November 2011
Bear Stearns July 2005 - June 2008
Skills
Credit Derivatives, Interest Rate..., Capital Markets, Fixed Income, Derivatives, Swaps, Equities, Private Equity, Market Risk, Investment Banking, Hedge Funds, FX Options, Bloomberg, Options
Education
Penn State University 2003 — 2005
MBA, Finance
Columbia University in the City of New York 2001 — 2003
MS, Industrial Engineering
University of Virginia 1998 — 2001
BS, Electrical Engineering
J.P. Morgan July 2015 - Present
JPMorgan Chase & Co. July 2014 - July 2015
J.P. Morgan April 2013 - July 2014
Skills
Microsoft Excel, Microsoft Office, Stata, Financial Analysis, Research, Financial Accounting, Quantitative Research, Excel models, Leadership
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (BA), Economics
Council on International Educational Exchange 2012 — 2012
Spanish Language and Literature
Ursuline School 2006 — 2010
J.P. Morgan May 2015 - Present
J.P. Morgan May 2014 - June 2014
Office of Nobel Laureate Professor Joseph Stiglitz January 2014 - May 2014
Eko Communications Inc. September 2012 - January 2014
Branson Centre July 2013 - August 2013
Rise Life Management Services July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Research, Social Media, Public Speaking, Social Entrepreneurship, Fundraising, Business Growth..., Leadership Development, Organizational..., Teamwork, Customer Service, Entrepreneurship
Education
Columbia University in the City of New York 2012 — 2016
Political Science & French Language, Political Science and French Language
Sciences Po 2014 — 2015
Fall Semester 2014 Exchange Program, Political Science
University of Paris I: Panthéon-Sorbonne 2014 — 2015
Year long exchange program, Art History and French Literature
The Lawrenceville School 2009 — 2012
J.P. Morgan January 2013 - Present
J.P. Morgan May 2012 - December 2012
Columbia University January 2012 - May 2012
Skills
C, C++, VBA, Matlab, R, Bloomberg Terminal, Capital IQ, Mathematica, Stata, SPSS, SAS
Education
Columbia University in the City of New York 2011 — 2013
Master of Arts (M.A.), Statistics, 4.0
Tsinghua University 2007 — 2011
Bachelor of Science (B.S.), Mathematics and Physics
University of California, San Diego - School of International Relations and Pacific Studies (IR/PS) 2010 — 2010
Future Global Leaders Program
J.P. Morgan January 2015 - Present
Interactive Data June 2014 - August 2014
Navigator Capital Partners January 2014 - May 2014
Mommsen Global LLC September 2013 - December 2013
E Fund Management Co.,LTD. June 2013 - August 2013
Guangzhou Securities October 2012 - March 2013
Skills
Quantitative Finance, Fixed Income, Time Series Analysis, R, SAS programming, Derivatives, Equities, Mathematics, Financial Engineering, Valuation, SAS, VBA, Matlab, Equity Derivatives, Hedge Funds, Portfolio Management, Trading, Python, SAS Programming
Education
Columbia University in the City of New York 2013 — 2014
Master's Degree, Financial Mathematics, 4.0/4.0
Sun Yat-Sen University 2009 — 2013
Bachelor's Degree, Double Major in Finance & Mathematics, 3.9/4.0
Goldman Sachs September 2014 - Present
Citi December 2013 - May 2014
Columbia University September 2012 - May 2014
Axiom Capital Management July 2013 - October 2013
Shanghai Finance March 2011 - September 2011
J.P. Morgan June 2010 - September 2010
China Development Bank June 2009 - September 2009
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Accounting, C++, VBA, Matlab, Microsoft Excel, SAS programming, Mathematics, Investment Banking, Portfolio Management, Analysis
Education
Columbia University in the City of New York 2012 — 2014
Master of Public Administration (M.P.A.), International Finance
University of Maryland College Park 2011 — 2012
Master of Business and Management, Finance
Standard & Poor's August 2015 - Present
Heifetz International Music Institute June 2015 - July 2015
Crédit Agricole CIB October 2014 - May 2015
The Juilliard School September 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Sony January 2014 - May 2014
Columbia Business School September 2013 - May 2014
Art of Giving Back (Non Profit) August 2013 - May 2014
Liaison International July 2013 - September 2013
Qualia Capital Advisors May 2013 - July 2013
Skills
Microsoft Office, Piano Performance, Customer Relations, Organizational..., Photoshop, InDesign, Stata, Financial Modeling, DCF Valuation, Visual Basic, Market Research, Accounting, Statistics, Piano, Data Analysis, Research
Education
The Juilliard School 2010 — 2015
Master's Degree, Piano Performance
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts, Financial Economics, Mathematics and Business Management
William Aberhart High School 2007 — 2010
High School
Mount Royal University 2006 — 2010
Diploma, Music Performance, Piano
BrightFocus Foundation June 2012 - Present
CAPITAL ONE 2002 - 2006
ING FURMAN SELZ ASSET MGMT 2001 - 2002
FOLIO[FN] INVESTMENTS, INC. 1999 - 2000
First NBC Bank 1996 - 1998
J.P. Morgan 1982 - 1996
Skills
Italian, French, Spanish
Education
Columbia University in the City of New York
Master of Business Administration (MBA), Finance and Financial Management Services
Columbia University in the City of New York
Master of International Affairs, Western European Studies
Long Island University, Brooklyn Campus
Bachelor's degree, French Language and Literature
J.P. Morgan November 2007 - Present
Lower Manhattan Development Corporation 2003 - 2007
Skills
Project Management, Real Estate, Real Estate Development
Education
Loyola University Maryland 1999 — 2001
Master of Arts (MA), History and Business
Middlebury College 1996 — 1998
Bachelor of Science (BS), English and Economics
Delbarton 1992 — 1996
High School
Columbia University in the City of New York
Master's degree
Prep for Prep June 2010 - Present
NYC Department of Education September 2006 - Present
Credit Suisse November 2005 - May 2006
J.P. Morgan July 2002 - August 2005
Skills
Teaching, Professional Learning..., Curriculum Mapping, Lesson Planning, Common Core State..., Classroom, Mathematics Education, Middle School, Public Speaking, Non-profits, Curriculum Design, Curriculum Development, Tutoring, Educational Leadership, Classroom Management, Microsoft Word, Elementary Education, PowerPoint, Teacher Training, Educational Technology, Special Education, Secondary Education, Smartboard, Test Preparation, Teacher Mentoring, Community Outreach
Education
Long Island University, Brooklyn Campus 2006 — 2010
MS ED, Teaching Adolescents with Disabilities, gr 7 - 12
Columbia University in the City of New York 1998 — 2003
B.A., History
Phillips Academy 1994 — 1998
HS Diploma
Prep for Prep Alum, Contingent VII 1993 — 1994
History Prize and Michele Jones Award
McNally Capital 2013 - Present
J.P. Morgan 2011 - 2013
Skills
Valuation, Capital Markets, Bloomberg, Investment Banking, Financial Modeling, Investments, Private Equity, Economics, Corporate Finance, LBO, Venture Capital
Education
Columbia University in the City of New York 2007 — 2011
B.Sc., Industrial Engineering & Operations Research
Persistent Energy Partners LLC 2012 - Present
Department for International Development April 2015 - Present
E+Co 2010 - 2012
J.P. Morgan 2003 - 2009
Skills
Emerging Markets, Private Equity, Investments, Venture Capital, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Portfolio Management, Financial Structuring, Start-ups, Renewable Energy, Energy Access, International Finance, Risk Management
Education
Eidgenössische Technische Hochschule Zürich 1997 — 2003
Master of Science (MSc), Industrial Engineering
Columbia University in the City of New York 2009 — 2010
Climate Science, Environmental Law, Renewable Energy Finance
J.P. Morgan September 2014 - Present
Deutsche Bank June 2014 - Present
Sumitomo Mitsui Banking Corporation June 2013 - June 2014
Skills
VBA, Java, Microsoft Office, C++, Data Analysis, Statistics, R, Microsoft Excel, Matlab, Bloomberg, Fixed Income, Access, Quantitative Analytics, Derivatives, Equities, Financial Modeling, Mathematical Modeling, Risk Management, Statistical Modeling, PowerPoint, Mathematica, HTML, Options, Hedging, Volatility, Time Series Analysis, Monte Carlo Simulation, Market Risk, Interest Rate..., DCF, Equity Derivatives, Trading
Education
Columbia University in the City of New York 2013 — 2013
Undergraduate Visiting Students, IEOR
University of North Carolina at Chapel Hill
Bachelor's Degree, Applied Mathematics
National Taiwan University 2012 — 2012
Study Abroad, Mathematics
J.P. Morgan May 2013 - Present
Deloitte March 2012 - May 2013
Morgan Stanley April 2011 - March 2012
Delta Vega Inc. March 2011 - March 2012
Lehman Brothers (LAMCO LLC) November 2010 - April 2011
State Street/IFS January 2008 - June 2010
NumeriX March 2005 - December 2007
Goldman Sachs Asset Management June 2003 - December 2004
JPMorgan Chase April 2000 - January 2003
Harvard University September 1990 - April 2000
Education
Columbia University in the City of New York 2000 — 2002
M.A., Financial Mathematics
University of California, Berkeley 1984 — 1990
PhD, Physics
Princeton University 1980 — 1984
AB, Physics
Horace Mann School 1974 — 1980
J.P. Morgan November 2014 - Present
Department of Neurology, Columbia University Medical Center August 2013 - June 2014
Barclays Wealth and Investment Management June 2013 - August 2013
United States Marine Corps October 2005 - October 2010
Skills
Military, Security Clearance, Military Experience, Military Operations, DoD, Aviation, Analysis, Operational Planning, Government, National Security, Command, Defense, Force Protection, Intelligence Analysis, Leadership, Collaborative Problem..., Critical Thinking, Neuroscience, Microsoft Office, Research, Microsoft Excel, Strategic Planning, Data Analysis
Education
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts (B.A.), Neuroscience and Behavior
Allentown Central Catholic High School
Surgical Information Systems August 2011 - Present
J.P. Morgan June 2008 - July 2011
GE Healthcare 2001 - 2007
Skills
Mergers, Healthcare, Investment Banking, Competitive Analysis, Business Strategy, Engineering, Client Services, Financial Services, Mergers & Acquisitions, Strategy, Executive Management, Strategic Planning, Business Development, New Business Development, Financial Analysis, Leadership, Management
Education
Harvard Business School 2007 — 2009
MBA, Business
Columbia University in the City of New York 2002 — 2007
Master of Science, Mechanical Engineering
State University of New York at Albany 1997 — 2001
Bachelor of Science, Management Information Systems
J.P. Morgan May 2013 - Present
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - June 2012
Skills
Capital Markets, Credit Analysis, High Yield Bonds, Valuation
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts, Economics and Hispanic Studies
J.P. Morgan June 2015 - July 2015
Willowridge Partners June 2014 - May 2015
Lion Fund Capital Management LLC April 2014 - April 2015
The Portland House Group Pty. Ltd. September 2013 - January 2014
North Avenue Research LLC July 2012 - August 2013
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics
New Rochelle High School 2008 — 2012
J.P. Morgan January 2015 - Present
Moody's Analytics (Moody's KMV) June 2014 - September 2014
Columbia University in the City of New York January 2014 - May 2014
Hillhouse Capital (高瓴资本) February 2013 - August 2013
Munich Re November 2012 - January 2013
UBS Investment Bank October 2012 - November 2012
Kerburn Rose July 2012 - October 2012
China Huarong Asset Management Company, International trust Co., LTD February 2012 - May 2012
PwC July 2011 - September 2011
Skills
C++, VBA, Finance, Valuation, Investment Banking, Financial Modeling, Matlab, Bloomberg, Financial Analysis, Risk Management, Microsoft Office, Equity Research, Mergers & Acquisitions, Investments, Stata, Economics, Data Analysis, Analysis, Corporate Finance, Microsoft Excel, Mandarin, PowerPoint, R
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Operations Research Concentrated on Financial Engineering
Renmin University of China 2009 — 2013
Bachelor of Economics, Finance and Financial Management Services, 88/100
J.P. Morgan April 2013 - Present
Credit Suisse May 2011 - April 2013
AlphaHarvest Capital LP September 2009 - May 2011
Fortress Investment Group June 2008 - September 2008
Education
Columbia University in the City of New York 2005 — 2009
BS, Operations Research, Economics
Uskudar American Academy 2001 — 2005
Compass Lexecon August 2015 - Present
Centre for Economic Policy Research July 2014 - July 2015
Nike January 2013 - April 2013
Family Welfare Microfinance June 2012 - October 2012
Vassar College August 2011 - May 2012
Vassar College August 2010 - May 2012
Poughkeepsie Journal September 2011 - December 2011
J.P. Morgan June 2011 - August 2011
Skills
Stata, R, PowerPoint, German, Data Analysis, Event Planning, Urdu, HTML 5, CSS, LaTeX, Econometrics
Education
London School of Economics and Political Science 2013 — 2014
Master of Science (MS), Economics
Columbia University in the City of New York 2013 — 2013
Postbaccalaureate Studies, Mathematics
Vassar College 2009 — 2012
Bachelor of Arts (B.A.) with General and Departmental Honors, Economics
J.P. Morgan August 2011 - Present
Lloyds TSB June 2008 - August 2011
Education
London School of Economics and Political Science 2010 — 2010
Certificate, Options, Futures and Financial Derivatives
Purdue University 2005 — 2008
Industrial Engineering
Columbia University in the City of New York 2003 — 2003
College/University Preparatory and Advanced High School/Secondary Diploma Program
Eurocentres - Paris, France 2002 — 2002
Language
BlackRock August 2012 - Present
J.P. Morgan June 2011 - August 2011
RealVu June 2010 - August 2010
Skills
Valuation, Derivatives, Equities, Hedge Funds, Bloomberg, Fixed Income, Quantitative Finance, Quantitative Analytics, Equity Research, Financial Modeling, Equity Valuation, Equity Derivatives
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Science (BS), Operations Research
Winston Churchill High School 2004 — 2008
J.P. Morgan June 2013 - Present
BNP Paribas April 2012 - June 2013
TheStreet.com March 2010 - April 2012
Citi December 2005 - March 2009
Marymount Manhattan College 2002 - 2004
Skills
Fixed Income, Equities, Strategy, Bonds, Research, Economics, Copy Editing, Editing, Journalism, Web Content, Creative Writing, Editorial, Content Strategy
Education
Columbia University in the City of New York 1998 — 2003
M.F.A., Cinematography and Film/Video Production
University of Michigan
B.A., English
J.P. Morgan July 2015 - Present
Yelp February 2015 - July 2015
Haakon's Hall September 2012 - October 2014
United States Army, 79th Infantry Brigade Combat Team September 2008 - September 2014
United States Army, 184th Infantry July 2006 - September 2008
United States Army, 3rd Infantry Division August 2004 - July 2006
Skills
Microsoft Word, Microsoft Excel, Intelligence, PowerPoint, Leadership, Security, Security Clearance, Force Protection, Combat, Intelligence Analysis, Military Operations, National Security, Army, Military Experience, Report Writing, Political Risk Analysis, Military, Military Training, DoD, Military Logistics, Operational Planning, Counterterrorism, Government, Counterinsurgency
Education
Columbia University in the City of New York 2012 — 2014
Bachelor of Arts (B.A.), Political Science
Crafton Hills College 2009 — 2012
Associate of Arts (A.A.), Social Sciences
UC Berkeley January 2015 - Present
Presidio Graduate School January 2014 - December 2014
International Media & Finance January 2003 - December 2013
Bryan Garnier & Co November 1999 - December 2002
Pepper's Ghost Productions April 1999 - October 1999
MC-BBL (ING Barings) September 1997 - February 1999
Barclays de Zoete Wedd 1995 - 1997
J.P. Morgan February 1995 - August 1995
Aperture Productions Ltd. September 1990 - February 1995
Video Broadcasting System, Scandinavia September 1987 - August 1990
Skills
Sustainability, Sustainable Development, Sustainability Marketing, Organizational..., Ecological Economics, Sustainable Agriculture, Forest Carbon, Corporate Finance, Private Equity, Investments, Valuation, Asset Management, Investment Banking, Due Diligence, Management, Corporate Development, Television Producing, Strategy, Alternative Assets, Entrepreneurship, Business Development, Environmental Awareness, Sustainable Energy, Finance, Strategic Planning
Education
The University of Chicago - Booth School of Business
MBA, Corporate Finance
Universite de Paris IV-Sorbonne
Master of Arts (MA), History
Columbia University in the City of New York
Bachelor of Arts (B.A.), History
Phillips Academy, Andover
High School Diploma
Deutsche Bank Securities June 2015 - Present
J.P. Morgan September 2013 - June 2015
J.P. Morgan July 2011 - September 2013
Skills
Quantitative Finance, Statistics, Time Series Analysis, Equity Derivatives, Interest Rate..., Credit Derivatives, FX Derivatives, Emerging Markets, Interest Rate Swaps, Stochastic Processes, Risk Management, Matlab, Python, Structured Products, Options, Financial Modeling, Financial Markets, Trading
Education
Columbia University in the City of New York 2006 — 2011
Ph.D., Statistics
Université Pierre et Marie Curie (Paris VI) 2005 — 2006
Master of Science (MS Probabilite et Finance, DEA El Karoui), Quantitative Finance
Ecole nationale supérieure des Télécommunications / ENST 2003 — 2006
Bachelor of Science (BS), Master of Science (M.S.), Applied Mathematics and Computer Science
Lycee Pierre de Fermat 2001 — 2003
MPSI-MP, Mathematics
J.P. Morgan June 2015 - August 2015
Burberry January 2014 - August 2014
Skills
Research, Microsoft Office, Leadership, Microsoft Excel, Public Speaking, Customer Service, Data Analysis, Financial Modeling, Financial Analysis, Management, Event Planning, Analysis
Education
Columbia University in the City of New York
Bachelor's degree, Financial Economics
Greenhill & Co. August 2015 - Present
RBC Capital Markets July 2014 - August 2015
J.P. Morgan May 2013 - August 2013
Skills
Investment Banking, Financial Modeling, Excel, Valuation, Banking, Economics, Financial Analysis, Investments
Education
Columbia University in the City of New York 2011 — 2014
BA, Economics
J.P. Morgan October 2007 - Present
New York Stock Exchange February 2000 - October 2007
New York Stock Exchange July 1998 - February 2000
New York Stock Exchange November 1994 - July 1998
Shearson Lehman Brothers August 1991 - November 1994
Skills
Banking, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Equity Research, Regulatory Compliance
Education
New York University
Diploma in Paralegal Studies, Legal Assistant/Paralegal
Pensacola Christian College
Bachelor's Degree, Business Administration and Management, General
Columbia University in the City of New York
Certificate - Managing Information Systems, Management Information Systems, General
Strategy&, a member of the PwC network of firms (formerly Booz & Company) April 2014 - Present
J.P. Morgan June 2011 - April 2014
JPMorgan Chase July 2009 - June 2011
JPMorgan Chase June 2008 - August 2008
National Nuclear Security Administration May 2007 - August 2007
Skills
Business Analysis, Project Management, Strategy, Change Management, Strategic Planning, Business Development, Risk Management
Education
Columbia University in the City of New York
Master's Degree, Information and Knowledge Strategy
Morris College
Bachelor's Degree, Business Administratoin
J.P. Morgan January 2015 - July 2015
Société Générale July 2014 - December 2014
AXA France January 2014 - June 2014
Universitat Politècnica de Catalunya April 2013 - July 2013
Skills
Finance, Financial Markets, Structured Products, Equity Derivatives, FX Derivatives, Applied Mathematics, Statistics, Financial Engineering, Economics, Econometrics, VBA, C++, Matlab, R, SAS
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Financial Engineering
Ecole nationale des Ponts et Chaussées 2012 — 2016
Diplome d'Ingenieur (equivalent of M.S., Engineering)
Lycée Kléber (Strasbourg) 2009 — 2012
Mathematics - Physics - Engineering
J.P. Morgan 2004 - Present
Bank One 1998 - 2004
First Chicago NBD 1995 - 1998
First Chicago Corp. 1986 - 1998
Education
University of Chicago
Bachelor of Arts (B.A.), Disciplines of the Humanities
University of Chicago
Master of Arts (M.A.), Comparative Studies in Literature
New York University
Certificate in Organizational Coaching
Columbia University in the City of New York
Certificate in Cooperation and Conflict Resolution (in progress)
IMC financial markets & asset management June 2012 - Present
Columbia University July 2011 - July 2012
UBS Wealth Management January 2012 - May 2012
J.P. Morgan February 2011 - June 2011
Qualcomm July 2009 - February 2011
Taiwan Semiconductor Manufacturing Company May 2008 - July 2008
The Entrepreneurship Cell, IIT Bombay 2007 - 2008
Centre for High Technology Materials, UNM May 2007 - July 2007
Skills
Analysis, Derivatives, Valuation, Portfolio Management, Entrepreneurship, Fixed Income, Equities, Competitive Analysis, Trading, Investments, Time Series Analysis, Financial Modeling, Asset Allocation
Education
Columbia University in the City of New York 2011 — 2012
Master of Science (M.S.), Financial Engineering
Indian Institute of Technology, Bombay 2004 — 2009
Bachelor of Technology, Electrical Engineering(Microelectronics)
J.P. Morgan August 2014 - Present
Goldman Sachs December 2012 - August 2014
Cheiron Trading April 2012 - November 2012
KPMG LLP August 2010 - March 2012
KPMG Advisory July 2008 - October 2009
Satis-TL February 2007 - June 2008
Skills
SQL, Quantitative Finance, Derivatives, C#, Java, Risk Management, .NET, Monte Carlo Simulation, Trading Systems, Electronic Trading, Numerical Analysis, Financial Risk, C/C++ STL, Hedge Funds, Asset Management, LaTeX, FX Options, Trading
Education
Columbia University in the City of New York 2010 — 2011
MS, Computer Science
Moscow Institute of Physics and Technology 2004 — 2010
MS, Applied Mathematics and Physics
J.P. Morgan June 2013 - Present
Goldman Sachs September 2008 - 2013
Bankers Trust Company February 1982 - October 1987
Skills
Operations Management, Project Management, Business Analysis, Risk Management, Business Process..., Line Management
Education
Columbia University in the City of New York 1975 — 1979
B.A., American Studies
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan Private Bank July 2011 - January 2014
J.P. Morgan June 2010 - August 2010
Barclays Capital September 2008 - August 2009
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2005 - June 2008
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Management & Strategy, Finance, Marketing
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts, Economics
Columbia University in the City of New York September 2014 - May 2015
J.P. Morgan June 2014 - August 2014
EY July 2013 - July 2013
Skills
Microsoft Office, Accounting, Statistics, Probability Theory, Microeconomics, Macroeconomics, Java, Matlab, C++ Language, PowerPoint, Chinese, Japanese, Shanghainese, Financial Modeling, Mandarin, Data Analysis, Microsoft Excel, C++
Education
Columbia University in the City of New York 2012 — 2015
Bachelor of Science (B.S.), Operations Research
Emory University 2011 — 2012
Bachelor of Science (BSc), Physics
Shanghai High School 2008 — 2011
High School Diploma
Booz & Company February 2014 - Present
J.P. Morgan March 2010 - February 2014
Saven Technologies 2005 - 2010
Skills
Fixed Income, Equities, Financial Modeling, Hedge Funds, Data Warehousing, Oracle, Derivatives, Capital Markets, Requirements Analysis, Project Management, Private Equity, Bloomberg, Investment Banking, Business Analysis, Financial Services, Financial Analysis, Management Consulting, Strategy, Management, Business Strategy
Education
Columbia University in the City of New York 2012 — 2014
Master of Business Administration (M.B.A.)
Penn State University
MS
National Institute of Technology Tiruchirappalli
MTS Health Partners July 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - May 2013
JPMorgan Chase May 2011 - April 2012
JPMorgan Chase June 2010 - May 2011
Skills
Fluent in Russian, Stata, Bloomberg, Capital Markets, Investment Banking, Equities, Hedge Funds, Due Diligence, Risk Management, Investments, Valuation, Microsoft Office
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics and Political Science, Rising senior
Staten Island Tech
Staten Island Tech
Centerview Partners June 2013 - Present
J.P. Morgan May 2012 - August 2012
UFG Asset Management May 2011 - August 2011
Philadelphia Museum of Art June 2008 - August 2008
United States Senate June 2007 - August 2007
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's Degree, Philosophy & Business Management
J.P. Morgan November 2012 - Present
Forefront Capital February 2012 - July 2012
Macquarie Group June 2011 - August 2011
Skills
VBA, R, Matlab, SAS, SQL
Education
Columbia University in the City of New York 2010 — 2011
MA, Statistics
East China Normal University 2006 — 2010
BA, Finance
J.P. Morgan September 2013 - July 2015
Capital Securities July 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Siemens Industrial Automation Shanghai July 2011 - August 2011
Skills
Java, Matlab, Data Analysis, C++, English, Agile Methodologies, C, Public Speaking, Research, Financial Modeling, Statistics, Python, SQL, OQL
Education
Columbia University in the City of New York 2015 — 2016
Master’s Degree, Financial Engineering
Imperial College London 2010 — 2013
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
University of Warwick
Science/Engineering, Foundation Course
Shanghai Foreign Language School (SFLS) 2002 — 2009
Middle & High School
J.P. Morgan August 2015 - Present
Skills
Corporate Finance, Financial Modeling, Loan Origination, Credit Risk, Capital Markets, Project Management, International Strategy, Data Analysis, Business Case..., Securities Lending, Treasury
Education
Columbia University in the City of New York 2005 — 2009
B.S., Applied Mathematics, Economics
Millward Brown Vermeer July 2015 - Present
J.P. Morgan June 2014 - August 2014
Labbrand Brand Innovations June 2013 - August 2013
Skills
Event Planning, Social Media, Public Speaking, PowerPoint, Microsoft Word, Microsoft Office, Research, Microsoft Excel, Photoshop, Facebook, Social Networking, Public Relations, Event Management, Social Media Marketing, Teaching, Fundraising, Marketing, Data Analysis, Leadership
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), History
Morgan Stanley June 2015 - August 2015
Ardian January 2015 - June 2015
J.P. Morgan July 2014 - December 2014
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Financial Engineering
Ecole Centrale Paris 2012 — 2016
Master of Science (M.S.), Engineering
Classes Préparatoires Lycée Sainte Geneviève, Versailles, France 2010 — 2012
MPSI - MP*
Lycée Saint Louis de Gonzague, Paris 2007 — 2010
High School
J.P. Morgan June 2015 - Present
Columbia University in the City of New York October 2014 - December 2014
J.P. Morgan June 2014 - August 2014
Columbia University in the City of New York September 2013 - January 2014
Houlihan Lokey August 2013 - August 2013
CITIC Securities June 2013 - July 2013
China Daily June 2012 - August 2012
Baha'i International Community (BIC) June 2010 - July 2010
Skills
Research
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (BA), Economics-Mathematics
J.P. Morgan Summer AnalystCredit SuisseJune 2012 - August 2012
The Concordia Summit June 2011 - December 2011
Skills
Microsoft Office, Photoshop, Social Media, Public Speaking
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Middle Eastern, South Asian, and African Studies
Brentwood School, Los Angeles, CA 2003 — 2009
GLG (Gerson Lehrman Group) April 2015 - Present
McKinsey & Company June 2013 - April 2015
Goldman Sachs June 2012 - August 2012
J.P. Morgan March 2012 - May 2012
J.P. Morgan January 2012 - March 2012
The Boston Consulting Group June 2011 - August 2011
Republic of Korea Marine Corps February 2009 - December 2010
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Operations Research
Columbia University in the City of New York 2006 — 2012
Bachelor of Science (B.S.), Operations Research
Portsmouth Abbey 2002 — 2006
High School Diploma
Goldman Sachs February 2015 - Present
J.P. Morgan June 2014 - December 2014
China Changjiang Securities June 2013 - August 2013
Mathematics and Statistics Learning Center,Student Athelet Supporting Services-Ohio State University January 2011 - May 2013
Huntington National Bank June 2011 - September 2011
Industrial and Commercial Bank of China June 2010 - September 2010
Skills
Portfolio Management, Risk Management, Valuation, Matlab, VBA, C/C++, Corporate Finance, Investment Management, Financial Accounting, Financial Statement..., Business Law, Data Analysis, Operations Research, Bloomberg, Microsoft Office, Data Mining, Financial Institutions, Business Strategy, MATLAB, C++
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Operations Research
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance
The Ohio State University 2009 — 2013
Bachelor of Science (BS), Mathematics-Financial Math Track
Viridis Learning March 2014 - November 2014
Kapture Life Inc. August 2013 - March 2014
J.P. Morgan June 2013 - July 2013
US Navy August 2003 - August 2011
Education
Columbia University in the City of New York 2015 — 2017
Bachelor of Arts (B.A.), Computer Science
J.P. Morgan August 2015 - Present
Juncheng Hengshang Wealth Management Company July 2010 - June 2012
KONE Corporation July 2009 - August 2009
Cosco Shipping Co., Ltd. July 2007 - August 2007
Skills
Financial Analysis, Portfolio Management, Trading, Data Analysis, Microsoft Office, Financial Modeling, PowerPoint, Microsoft Excel, Social Media, Valuation
Education
Columbia University in the City of New York 2014 — 2018
Bachelor's Degree, Financial Economics
University of International Business and Economics 2007 — 2012
Bachelor’s Degree, International/Global Studies
J.P. Morgan June 2015 - Present
Spencer Stuart July 2014 - August 2014
Education
Columbia University in the City of New York 2013 — 2017
Dual BA, Economics and Political Science
Graded School of Sao Paulo
Credit Suisse July 2015 - Present
J.P. Morgan June 2014 - August 2014
Yahoo October 2013 - May 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Research, Social Media
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Financial Economics
Sciences Po 2011 — 2015
Bachelor of Arts (B.A.), Political Science and Middle Eastern Studies
True Religion Brand Jeans 2015 - Present
John Varvatos 2013 - 2014
Gucci 2011 - 2013
Tommy Hilfiger 2010 - 2011
Ralph Lauren 2005 - 2010
Coach May 2005 - August 2005
J.P. Morgan 2003 - 2005
Skills
Fashion, Merchandising, Trend Analysis, Apparel, Retail, Luxury Goods, E-commerce, Inventory Management, Product Development, Forecasting
Education
Columbia University in the City of New York
MPH
University of Virginia
BA
J.P. Morgan 2011 - Present
Skills
PowerPoint, Microsoft Excel
Education
Columbia University in the City of New York 2007 — 2011
BA
International School 2001 — 2007
McKinsey & Company September 2014 - Present
Yale School of Management August 2012 - May 2014
J.P. Morgan June 2013 - August 2013
McKinsey & Company June 2008 - June 2012
Skills
Due Diligence, Corporate Finance, Investments, Equities, Hedge Funds, Private Banking, Tactical Asset..., Mergers & Acquisitions, Capital Markets, Business Strategy, Economics
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Distinction in Innovator, Operations Strategy, Advanced Culture & Conversation
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts, English, French
J.P. Morgan August 2014 - Present
Columbia University in the City of New York June 2014 - July 2014
Columbia University February 2013 - May 2014
J.P. Morgan June 2013 - August 2013
Harvard Summer Venture in Management Program June 2013 - June 2013
Google 2011 - 2011
Skills
Research, Economics, Microsoft Office, Japanese culture, Japanese Cuisine, East Asian Studies, Leadership, Event Planning, Financial Modeling, Microsoft Word, Analysis
Education
Columbia University in the City of New York 2010 — 2014
Bachelor's degree, East Asian Studies, Disciplinary Specialty in Economics
Haas School of Business, UC Berkeley 2011 — 2011
Business for Arts, Sciences, and Engineering, Business
J.P. Morgan June 2013 - August 2013
TrimTabs Asset Management July 2012 - May 2013
RBC 2011 - 2011
Citi June 2010 - August 2010
Skills
Asset Managment, Economics, Valuation, Emerging Markets, Bloomberg Terminal, Private Equity, Corporate Finance, Bloomberg, Quantitative Research, Investment Banking, Investments, Alternative Investments, Due Diligence, Data Mining, Capital Markets, Capital IQ, Data Analysis, Econometrics, DCF, Research, Matlab, Derivatives, Mandarin, Macroeconomics, Equities, Portfolio Management, Financial Modeling, Machine Learning, R, Asset Allocation, Equity Research, Editing, Qualitative Research, VBA, Policy Analysis, Stata, Quantitative Analytics, Securities, Financial Analysis, SAS, SPSS, Statistics, Analysis, Fixed Income, Hedge Funds, Spanish, Factiva, Trading, Time Series Analysis, Asset Management
Education
Columbia University in the City of New York 2007 — 2014
Bachelor of Arts (B.A.), Financial Economics
Universidad de Los Andes
Barneys New York October 2013 - Present
J.P. Morgan August 2012 - October 2013
J.P. Morgan June 2011 - August 2011
Skills
French, Microsoft Excel, Microsoft Office, Microsoft Word, Italian, Photography, Maple Lake/ TXT, Social Media
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (BA), Economics-Philosophy
J.P. Morgan 2015 - Present
Columbia University September 2011 - Present
Morgan Stanley June 2014 - August 2014
Peak XV Capital June 2013 - August 2013
Hermes Capital Advisors, LLC January 2013 - May 2013
UBS May 2012 - August 2012
Bloomberg LP January 2012 - April 2012
Skills
Research, Matlab, Stata, Microsoft Excel, Statistics, Data Analysis, Financial Modeling, Investment Banking, R
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Science (BS), Operations Research
Edgemont High School 2007 — 2011
High School Diploma
J.P. Morgan June 2014 - August 2014
Office of US Senator Marco Rubio June 2013 - August 2013
Vector Marketing June 2012 - August 2012
Skills
Sales, Microsoft Excel, Microsoft Word, PowerPoint, Research, Data Analysis
Education
Columbia University in the City of New York 2012 — 2016
J.P. Morgan June 2012 - August 2012
Standard Chartered Bank July 2011 - August 2011
Skills
Matlab, Financial Modeling, VBA, R, Bloomberg
Education
Columbia University in the City of New York
Master of Arts (M.A.), Statistics, A
Bordeaux Business School
Certificate, Business Administration and Management, General, A
Shanghai University of Finance and Economics
Bachelor of Science (B.S.), Applied Mathematics, A-
J.P. Morgan February 2014 - April 2015
J.P. Morgan December 2011 - February 2014
J.P. Morgan March 2011 - December 2011
JP Morgan August 2009 - March 2011
Skills
Emerging Markets, Financial Modeling, Hedge Funds, Private Equity, Economics, Financial Markets, Project Management, Portfolio Management, Financial Analysis, Valuation, Due Diligence, Analysis, Capital Markets
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master’s Degree, International Relations; Portuguese
Columbia University in the City of New York 2005 — 2009
Bachelor's Degree, Economics, Political Science, Middle Eastern Languages
Rye Country Day School 2001 — 2005
High School
O'Melveny & Myers LLP 2008 - 2013
Societe Generale Corporate & Investment Banking 2007 - 2008
BNP Paribas 2003 - 2006
J.P. Morgan 1993 - 2002
White & Case 1985 - 1993
Education
McGill University 1981 — 1985
BCL/LLB, Law
Columbia University in the City of New York 1977 — 1981
AB, Political Science
Smezee LLC April 2011 - Present
Kraft Foods Group February 2010 - March 2011
Kraft Foods Group March 2008 - February 2010
Gorton's August 2005 - February 2008
J.P. Morgan 2000 - 2003
Skills
Management, Marketing, Marketing Strategy, Cross-functional Team..., Strategy, Strategic Planning, Consumer Products, Competitive Analysis, Customer Insight, Business Strategy, Integrated Marketing, Leadership
Education
Harvard Business School 2003 — 2005
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 1996 — 2000
BA, Economics, History
AECOM Capital April 2013 - Present
Goldman Sachs July 2010 - April 2013
Columbia University June 2009 - May 2010
J.P. Morgan July 2005 - January 2009
Skills
Valuation, Asset Managment, Real Estate Economics, Financial Modeling, Due Diligence, Investments, DCF, Capital Markets, Private Equity, Real Estate Development, Financial Analysis, Real Estate, Real Estate Transactions, Commercial Real Estate, Placemaking, Asset Management, Acquisitions, Leases, Principal Investing, Joint Ventures, Real Estate Financing, Disposition, Investment Properties, Real Estate Private..., Portfolio Management, Land Acquisition, Fixed Income Analysis
Education
Columbia University in the City of New York 2009 — 2010
MSc
Cornell University 2001 — 2005
B.S.
Dalton School 1997 — 2001
J.P. Morgan August 2014 - Present
The North Highland Company October 2013 - August 2014
Moody's Corporation August 2013 - October 2013
Randstad Technologies US August 2013 - October 2013
Citi August 2010 - June 2013
Capgemini January 2009 - August 2010
Capgemini January 2007 - December 2008
Analog Devices May 2005 - August 2005
Skills
Financial Modeling, IT Strategy, SDLC, Management Consulting, Business Analysis, Business Process..., Strategy, Business Transformation, Enterprise Architecture, PMO, Program Management, Project Management, Process Improvement, Planview, Risk Management, ITIL, Governance, Management, Enterprise Software, Analysis, Testing, Data Center, Quality Assurance, Competitive Analysis, Public Relations, Project Portfolio..., Vendor Management, Business Process..., PMP, Business Process, Brand Development, Data Analysis, Project Planning, Business Intelligence, Telecommunications, Software Project..., Integration, IT Management, Requirements Analysis, Analytics, Solution Architecture, Requirements Gathering, CRM, Outsourcing, Product Management, Change Management, Finance, Cross-functional Team..., Process Engineering, Salesforce.com
Education
Columbia University in the City of New York 2005 — 2007
MS, Electrical Engineering
Worcester Polytechnic Institute 2003 — 2005
Minor, Organizational Science and Behavior
Worcester Polytechnic Institute 2001 — 2005
BS, Electrical and Computer Engineering
NeuroDining November 2014 - Present
MUFG Americas May 2012 - November 2014
J.P. Morgan January 2010 - August 2011
JPMorgan April 2004 - December 2009
Skills
Fixed Income, Capital Markets, Derivatives, Financial Modeling, Strategy, Investment Banking, Business Development, Business Strategy, Food & Beverage, Restaurants, restaurant, New Restaurant Openings, Restaurant Marketing, Concierge Services, Travel Planning
Education
Columbia University in the City of New York 2011 — 2014
Master’s Degree, Management Science and Engineering
Keio University 1999 — 2003
Bachelor of Laws (LLB), Law
Goldman Sachs August 2015 - Present
Credit Suisse January 2015 - July 2015
J.P. Morgan January 2014 - December 2014
Axonic Capital LLC May 2013 - January 2014
Morgan Stanley May 2011 - April 2013
BlackRock July 2008 - April 2011
Lehman Brothers June 2007 - May 2008
Goldman Sachs February 2004 - June 2007
Pershing January 2000 - January 2004
Skills
Derivatives, Fixed Income, Equities, Quantitative Finance, SDLC, Trading Systems, Capital Markets
Education
Columbia University in the City of New York 1996 — 2007
BS,MS,MA
J.P. Morgan February 2007 - Present
Credit Suisse September 2005 - January 2007
Skills
Structured Finance, Structured Products, Trading, Capital Markets, Loans, Hedge Funds, Credit, Financial Modeling, Fixed Income, Investment Banking
Education
Columbia University in the City of New York 2001 — 2005
BA, Political Science
Philadelphia Area Peace Corps Asscoaition December 2014 - Present
YALE CLUB OF SPAIN April 2011 - Present
PROBIS, SA January 2011 - Present
Relief International July 2009 - Present
OXBOW ASSOCIATES January 2008 - Present
Operation BRAVO Foundation 2006 - Present
Overseas Vote Foundation 1995 - Present
EnterpriseWorks/VITA 2005 - 2009
JP Morgan 1982 - 2000
J.P. Morgan 1982 - 2000
Skills
Strategic Planning, Government, Start-ups, Program Management, Entrepreneurship, Business Strategy, Public Relations, Management Consulting, Fundraising, Public Speaking, Policy Analysis, Proposal Writing, Politics, Research, Policy, Strategy, Management, Analysis, Leadership, Nonprofits, Spanish, Leadership Development, Contract Negotiation
Education
Columbia University in the City of New York 1966 — 1968
MBA, Finance
Yale University 1960 — 1964
BA, Political Philosophy
Goldman Sachs August 2015 - Present
J.P. Morgan February 2012 - August 2015
Starwood Capital Group September 2009 - February 2012
Macquarie Capital (USA) November 2007 - May 2009
LaSalle Bank January 2003 - November 2007
Goldman Sachs May 2002 - January 2003
Skills
CMBS, Real Estate Economics, Due Diligence, Budgets, Equity Valuation, Loan Origination, Valuation
Education
Columbia University in the City of New York 2009 — 2010
Master of Science, Real Estate Development
Villanova University 1998 — 2002
Bachelor of Science, Finance
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
China E-Learning Group Limited August 2010 - July 2012
China Grand Forestry Green Resources Group June 2008 - July 2010
Cypress Associates LLC October 2006 - May 2008
Fox Filmed Entertainment January 2005 - May 2005
Skills
Corporate Finance, Investment Banking, Financial Modeling, Due Diligence, Mandarin, Emerging Markets, M&A experience, Media, Finance, Bloomberg, Capital Markets, Economics, Quantitative Analytics, Financial Analysis, Mergers & Acquisitions, Team Building, Strategy
Education
Cornell University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York
Master's degree, Statistics
UCLA
Bachelor's degree, Mathematics/Economics
J.P. Morgan October 2014 - Present
Citi November 2011 - October 2014
Citi December 2008 - November 2011
Citi January 2007 - November 2008
The Guardian Life Insurance Company of America May 2001 - December 2006
Aon Consulting July 1999 - April 2001
Skills
Financial Risk, Management, Auditing, Business Analysis, Business Strategy, Finance, Internal Audit, Internal Controls, Program Management, Strategy
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Financial Instruments, Strategy
Columbia University in the City of New York 1994 — 1999
BA/BS, Applied Mathematics
AIG September 2013 - Present
LAURUS CAPITALIS September 2010 - August 2013
Societe Generale June 2010 - December 2011
CAPITAL INNOVATIONS March 2008 - July 2010
GFI Group April 2006 - November 2007
J.P. Morgan November 2005 - March 2006
SAFRA NATIONAL BANK February 1999 - October 2005
Skills
Financial Modeling, Credit Analysis, Due Diligence, Private Equity, Fund of Funds, Energy, Oil/Gas, Investments, Alternative Investments, Project Finance, Equities, Infrastructure, Risk Management, Valuation, Emerging Markets, Strategy, Finance, Asset Management, Trading, Mergers & Acquisitions, Financial Analysis, Mentoring Of Staff, Fund Of Funds, Portfolio Management, Structured Finance, Economics, Financial Risk, Equity Research, Credit Risk, Analysis, Options
Education
Columbia University in the City of New York 2007 — 2009
Masters, International Finance and Economic, Energy Management
Technical University of Georgia 1995 — 1999
B.S, Civil Engineering
J.P. Morgan July 2011 - Present
J.P. Morgan July 2008 - June 2011
Bear Stearns June 2007 - August 2007
Education
Columbia University in the City of New York 2004 — 2008
Bachelor of Science (B.S.), Biomedical/Medical Engineering
Ohio University August 2008 - Present
Ohio University August 2002 - July 2008
Columbia University 1998 - 2002
Price Waterhouse August 1990 - June 1993
J.P. Morgan 1992 - 1993
Skills
Change Management, Teaching, Leadership, Executive Coaching, Leadership Development, Organizational..., Higher Education, University Teaching, Management, Research, Public Speaking, Coaching, Curriculum Design, Event Planning, Entrepreneurship, Qualitative Research, Academic Advising, Strategic Planning, Start-ups, Management Consulting, Teamwork, Theory
Education
Columbia University 1995 — 2000
Dickinson College 1986 — 1990
B.A.
Ohio University
J.P. Morgan April 2014 - Present
Nuptial Images January 2005 - Present
Siemens Industry US June 2012 - January 2014
JPMorgan Chase June 2011 - January 2012
Bloomberg June 2008 - June 2011
Goldman Sachs September 1999 - April 2002
Bear Stearns 1994 - September 1999
IBM September 1992 - September 1994
Skills
C++, Fixed Income, Embedded Systems, Object Oriented Design, Java, Portrait Photography, Weddings, Architectural..., Large Scale Systems, Distributed Systems, Wedding Photography, Black & White, CMO, Financial Systems Design, Software Engineering, Railroad Engineering, User Interface, Training, Game Design, JavaScript, Software Architectural..., board game design, Residential Mortgages
Education
Columbia University in the City of New York 1975 — 1990
Computer Sciece
Prudential Financial November 2013 - Present
J.P. Morgan March 2012 - November 2013
BlueMountain Capital Management October 2004 - July 2009
Bear Stearns June 1999 - October 2004
Republic National Bank June 1998 - June 1999
Education
Columbia University in the City of New York 1994 — 1998
BA, Math, Computer Science
J.P. Morgan November 2012 - Present
Bank of America May 2011 - November 2012
Northfield Associates LLC July 2009 - July 2011
Radian Asset Assurance April 1999 - June 2009
UBS 1992 - 1999
Education
Columbia University in the City of New York 1988 — 1992
BS, Computer Science
JPMorgan Chase July 2012 - Present
J.P. Morgan August 2011 - June 2012
Abbott Molecular May 2010 - November 2010
Bristol-Myers Squibb June 2009 - August 2009
NYSPI May 2007 - April 2009
TCL computer Co., LTD July 2002 - August 2002
Skills
Time Series Analysis, R, Quantitative Analysis, Statistical Modeling, SAS, Survival Analysis, Design of Experiments, Macroeconomics, Microeconomics, Quantitative Analytics, Economics, Market Risk, Data Analysis
Education
Columbia University in the City of New York 2005 — 2011
Ph.D., Biostatistics
University of Science and Technology of China 2002 — 2005
MS, Finance and Statistics
University of Science and Technology of China 1998 — 2002
BS, Finance
JiNing Experimental High School
The University of Alabama at Birmingham July 2015 - Present
Independent Consultant January 2014 - July 2015
Accenture January 2012 - January 2014
Kidville June 2011 - December 2011
J.P. Morgan June 2010 - August 2010
Yale School of Medicine June 2006 - December 2009
HealthLeap June 2009 - September 2009
Yale Department of Psychology May 2007 - June 2008
Skills
Excel, Research, Healthcare, Data Analysis, Molecular Biology, Life Sciences, Early Childhood..., Physics, Lifesciences, Program Management, Teaching, Strategy, Microsoft Excel, Business Development, Financial Modeling, Statistics, Social Media, Strategic Planning, Start-ups
Education
Columbia University in the City of New York 2008 — 2011
Mathematics
Yale University 2006 — 2008
Chohung Bank March 2004 - March 2006
HSBC Global Banking and Markets July 2001 - February 2004
GNG Networks Inc. March 2000 - June 2001
J.P. Morgan June 1992 - November 1998
Bank of America July 1990 - May 1992
Bankers Trust Co. May 1979 - June 1990
Skills
Customer Service, Banking, Management, Financial Analysis, Risk Management, Business Analysis, Project Management, Leadership, Sales, Finance
Education
Columbia University in the City of New York 1976 — 1978
BS, Industrial Engineering
Willamette University 1973 — 1976
Bachelor’s Degree, Physics/Math
Washington State Investment Board January 2012 - Present
Washington State Investment Board September 2009 - December 2011
J.P. Morgan June 2006 - September 2009
Rockefeller & Co., Inc. March 2002 - June 2006
Societe Generale December 1999 - July 2001
BNP Paribas 1997 - 1999
Lionsgate 1993 - 1997
Skills
Fundamental Research, Investments, Equities, Asset Managment, Portfolio Management, Valuation, Hedge Funds, Private Equity, Asset Management, Strategy, Risk Management, Investment Strategies, Asset Allocation, Research
Education
Columbia University in the City of New York 1986 — 1990
B.A., Political Science/Econ
Université Pierre et Marie Curie (Paris VI)
VIARI Chocolates LLC August 2013 - Present
J.P. Morgan March 2013 - Present
Stevens Institute of Technology January 2009 - Present
MKM Partners June 2012 - March 2013
MKM Partners October 2010 - June 2012
MKM Partners May 2010 - October 2010
MKM Partners December 2009 - April 2010
Self-employed January 2009 - December 2009
Goldman Sachs & Co., Inc. 2007 - 2008
Thomas Weisel Partners LLC 2000 - 2007
Skills
Business Strategy, Change Management, Financial Modeling, Organizational..., Financial Services, Corporate Communications, Entrepreneurship, Coaching, Investments, Strategic Planning, Training, Business Analysis, Program Management, Strategy, Management, Microsoft Office, Organizational Design, Team Building, Leadership, Start-ups, Market Research, CRM, Equity Research, Performance Management, Research, Economics
Education
University of California, Berkeley, Haas School of Business 2002 — 2008
Ph.D., Organizational Behavior
Columbia University in the City of New York 1986 — 1990
B.A., Psychology
Woodward Capital Partners January 2015 - Present
J.P. Morgan 2011 - May 2013
Bernstein Private Wealth Management 2009 - 2011
Medtronic 2006 - 2008
Johnson & Johnson 2004 - 2006
Merck 2000 - 2004
Skills
Asset Management, Sales, Asset Managment, Management, Fixed Income, Investments, Alternative Investments, Financial Analysis, Financial Modeling, Wealth Management, Equities, Portfolio Management, Series 7, Asset Allocation, Project Management, Strategy, Hedge Funds, Finance
Education
Columbia University in the City of New York
Master's Degree, Real Estate Development
Michigan State University
Bachelor of Science
J.P. Morgan September 2006 - Present
Education
Columbia University in the City of New York 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Atlantic Resource Partners, LLC September 2013 - Present
Broadreach Group March 2010 - June 2013
J.P. Morgan April 2008 - March 2010
United States Marine Corps 1999 - 2006
Education
Columbia University in the City of New York 2009 — 2010
Master’s Degree, Business/Corporate Finance, 3.7 Magna Cum Laude
The University of Connecticut
Bachelor's Degree, Physics, SAT: 1480 (99%)
J.P. Morgan November 2014 - Present
SSA & Company October 2013 - October 2014
Lazard June 2012 - September 2013
Goldman Sachs June 2011 - August 2011
Axiom June 2010 - August 2010
Goldman Sachs Group March 2010 - March 2010
SynaMed May 2009 - March 2010
Skills
Financial Modeling, Valuation, Project Management, Bloomberg, Finance, Risk Management, Investments, Analysis
Education
Columbia University in the City of New York 2008 — 2012
BA, Economics, Business Management, Psychology
Parsippany Hills High School 2004 — 2008
JPMorgan Chase March 2010 - Present
J.P. Morgan 2009 - Present
JPMorgan Sales and Trading January 2009 - March 2010
JPMorgan/Bear Stearns Cos February 2008 - January 2009
Bear Stearns May 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Options, Investment Banking, Trading, Portfolio Management, Equities, Investments, Management, Securities, Finance, Financial Risk, Banking, Bonds, Analytics, Analysis
Education
Columbia University in the City of New York 2004 — 2007
BA, Economics
Venmo June 2015 - Present
J.P. Morgan June 2014 - May 2015
SHAADIKARMA.COM 2014 - 2015
UNICEF 2013 - 2014
USA Women's Cricket Team 2011 - 2014
Barclays Investment Bank 2008 - 2012
Skills
Emerging Markets, Equities, Equity Research, Valuation, Investment Banking, Financial Modeling, Marketing, Start-ups
Education
Columbia University in the City of New York 2012 — 2014
Masters in International Affairs, International Finance and Economic Policy
University of Pennsylvania - The Wharton School 2003 — 2008
Bachelor of Science, Finance, Marketing
University of Pennsylvania 2003 — 2008
Bachelors of Applied Science, Financial and Mathematical Systems
Talara Capital Management March 2013 - Present
Pine Brook Road Partners September 2011 - March 2013
CCMP Capital Advisors July 2010 - July 2011
CCMP Capital Advisors July 2008 - July 2010
J.P. Morgan June 2006 - June 2008
Education
Columbia University in the City of New York 2002 — 2006
Bachelor of Arts (B.A.), Economics - Political Science
Alta Marea Group September 2014 - Present
Outside of the Breadbox May 2014 - Present
J.P. Morgan April 2012 - February 2014
J.P. Morgan January 2010 - April 2012
J.P. Morgan July 2007 - January 2010
J.P. Morgan August 2006 - June 2007
J.P. Morgan January 2006 - July 2006
J.P. Morgan August 2004 - December 2005
Skills
Cooking, Culinary Skills, Baking, Pastry, Food, Investment Banking, Equity Capital Markets, Valuation, Equity Research, Financial Modeling, Financial Analysis, High Yield, IPO, LBO, Sell Side, Buy-side, Credit Analysis, Leveraged Finance, Recapitalizations, DIP Financing
Education
International Culinary Center 2014 — 2015
Grand Diplome with Distinction, Professional Pastry Arts
Columbia University in the City of New York 2000 — 2004
BA, Economics, Philosophy
American Securities August 2015 - Present
J.P. Morgan July 2013 - July 2015
J.P. Morgan June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Credit Suisse June 2009 - August 2009
GunnAllen Financial September 2008 - December 2008
DaCheng Law Offices May 2008 - August 2008
Columbia University Medical Center June 2006 - May 2007
Skills
Stata, Economics, Equities, Mandarin, Investment Banking, Leveraged Finance, Investments, Financial Analysis, Financial Modeling, Research, Private Equity, Corporate Finance, Emerging Markets, Hedge Funds, Bloomberg, Capital IQ, Portfolio Management, Capital Markets, Quantitative Analytics, Fixed Income, Equity Research, Bloomberg Terminal, Equity Valuation, Chinese, Strategy, Data Analysis, Venture Capital, LBO, Valuation, Econometrics, Business Valuation
Education
Columbia University in the City of New York 2007 — 2011
B.A, Economics-Philosophy, East Asian Languages and Cultures
Tsinghua University 2009 — 2010
B.A, School of Economic Management
Bergen Academies 2003 — 2007
Harvard Business School August 2014 - Present
The Boston Consulting Group August 2013 - June 2014
The Boston Consulting Group August 2011 - August 2013
J.P. Morgan June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Skills
Management Consulting, Leadership
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2009 — 2011
Cum laude, Economics
University of Virginia 2007 — 2009
J.P. Morgan July 2014 - Present
JPMorgan Chase May 2013 - August 2013
SIX Financial Information June 2012 - August 2012
Vogel & Co September 2009 - September 2011
United Nations June 2009 - September 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Teamwork, Event Planning, Editing, Data Analysis
Education
University of St. Andrews 2010 — 2014
Master of Arts (MA), Management and Economics
Columbia University in the City of New York
Newark Community Economic Development Corporation(Formerly known as Brick City Development Corp.) March 2014 - Present
Global Linkages, Inc January 2014 - Present
Brick City Development Corporation March 2014 - December 2014
Omi Architecture June 2013 - June 2013
Columbia University May 2012 - May 2013
Ackerman & Co. March 2011 - March 2012
Housing Authority of the City of Elizabeth, NJ June 2010 - January 2011
South African Leadership Project May 2009 - July 2009
J.P. Morgan June 2008 - August 2008
Skills
Real Estate Development, Commercial Real Estate, Brokerage, Research, Microsoft Office, Due Diligence, Real Estate, Strategic Planning, Data Analysis, Project Management, Leadership, Market Research, Budgets, Finance
Education
Columbia University in the City of New York 2012 — 2013
Master of Science in Real Estate Development, Graduate School of Architecture, Planning and Preservation
Morehouse College 2006 — 2010
Bachelor's Degree, Economics & Minor: Leadership Studies
Columbia University in the City of New York
REAP Program
J.P. Morgan June 2015 - July 2015
J.P. Morgan June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan July 2012 - August 2012
J.P. Morgan July 2011 - August 2011
J.P. Morgan July 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Social Media, Editing, Higher Education, Data Analysis, Derivatives, Facebook, Mergers & Acquisitions, Marketing
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Financial Economics
The Pingry School 2008 — 2012
High School Diploma
J.P. Morgan July 2015 - September 2015
New York University January 2010 - August 2012
Pfizer January 2009 - September 2009
SABIC Innovative Plastics February 2008 - April 2008
Skills
Statistics, R, SAS, VBA, SPSS, Data Analysis, Data Mining, Quantitative Analytics, Statistical Modeling, Matlab, SAS programming, Monte Carlo Simulation, Stata, Time Series Analysis, Machine Learning
Education
Columbia University in the City of New York 2012 — 2016
Doctor of Philosophy (PhD), Statistics
Columbia University in the City of New York 2008 — 2010
Master of Arts (M.A.), Statistics
Fudan University 2004 — 2008
Bachelor of Science (B.S.), Statistics
Moody's Corporation July 2014 - Present
OpenLink Financial October 2009 - June 2014
J.P. Morgan September 2007 - March 2009
Credit Suisse February 2006 - September 2007
Skills
Trading Systems, Endur, Openlink, ETRM, Commodity Markets, Back Office, Derivatives, Market Risk, Market Data, Commodity, Middle Office, Trading, FX Options, Credit Derivatives, VAR, Settlement, Swaps, Risk Management, Options
Education
Columbia University in the City of New York 2003 — 2005
Master's degree, International Business
National Chengchi University 1998 — 2002
Bachelor of Arts (B.A.), Journalism
J.P. Morgan May 2013 - Present
Credit Suisse August 2012 - May 2013
Credit Suisse March 2009 - August 2012
Credit Suisse January 2006 - March 2009
Columbia University in the City of New York July 2000 - January 2006
Skills
Derivatives, Risk Management, Market Risk, Structured Products, Credit Derivatives, Fixed Income, Financial Risk, Financial Modeling, Quantitative Analytics, Portfolio Management, Plasma Physics, VBA, Valuation, Physics, Bonds, Investments, Microsoft Excel, Interest Rate..., Life Insurance, Global MHD Mode..., Longevity Markets..., CDS, Time Series Analysis, VAR, RWA, CCAR, Stress Testing, Secularized Products
Education
Columbia University in the City of New York
Ph.D
Dalian University of Technology
BS & MS
Stanford Management Company July 2013 - Present
Westwind Investors July 2012 - April 2013
J.P. Morgan June 2010 - June 2012
Education
Columbia University in the City of New York 2006 — 2010
B.A., Economics-Mathematics (joint major)
J.P. Morgan 2014 - Present
Sumitomo Mitsui Banking Corporation 2013 - 2014
Daiwa Securities Capital Markets September 2010 - 2012
Skills
Financial Analysis, Strategic Financial..., Financial Services, Risk Management, Fixed Income, Basel III, SAS programming, Market Risk, Liquidity Risk, Finance
Education
Columbia University in the City of New York 2009 — 2010
Master's degree, Master of Arts in Mathematicas of Finance
University of Washington 2007 — 2009
Master's degree, Master of Science in Applied Mathematics
Apax Partners September 2012 - Present
J.P. Morgan June 2010 - September 2012
Skills
Public Speaking, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Teaching, Venture Capital, Corporate Finance, Business Valuation, DCF, Research, Financial Markets, Corporate Development, Leveraged Finance, Statistics, M&A experience, LBO, Derivatives, Mergers & Acquisitions, Capital IQ, Due Diligence, Business Strategy, PowerPoint, Private Equity, Equity Valuation, Equities, Investments, Analysis, Equity Research, Bloomberg, Emerging Markets
Education
Columbia University in the City of New York 2008 — 2010
BA, Math-Econ
Hugim
J.P. Morgan August 2014 - Present
J.P. Morgan January 2013 - August 2014
J.P. Morgan September 2010 - January 2013
Education
Columbia University in the City of New York 2011 — 2013
Master of Science (M.Sc.), Electrical, Electronics and Communications Engineering
University of Virginia 2006 — 2010
B.Sc, Electrical Engineering
J.P. Morgan October 2014 - Present
California Earthquake Authority June 2012 - August 2013
State Street Corp. March 2011 - June 2012
VISA INC June 2008 - August 2008
Skills
Financial Modeling, Fixed Income, Investment Strategies, Valuation, Finance, Capital Markets, Derivatives, Matlab, Alternative Investments, Quantitative Research, Economics, C++, SQL, Quantitative Analytics, Bloomberg, Financial Analysis, Mutual Funds, Options, Financial Risk, Bloomberg Terminal, Equity Valuation, Alternative Investment..., Fixed Income Portfolio..., Manager Selection, Insurance Linked..., Institutional..., Investment Valuation, Portfolio Optimization, Investment Policy..., Financial Risk..., Analysis, CRM, Investment Portfolio..., Microsoft Excel, Microsoft Office, VBA, R, PowerPoint
Education
Columbia University in the City of New York 2013 — 2014
MA, Mathematics of Finance
Cornell University 2006 — 2010
BA, Economics
Columbia University January 2009 - Present
Runnymede Capital June 2006 - December 2007
J.P. Morgan July 2000 - November 2005
PaineWebber September 1993 - July 1998
Skills
Trading, Sales, Asset Management, Asset Managment, Financial Analysis, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Columbia University in the City of New York 1989 — 1993
BA, Political Science
J.P. Morgan September 2015 - Present
J.P. Morgan June 2015 - August 2015
SHVO February 2015 - April 2015
Industrial and Commercial Bank of China June 2014 - August 2014
Allianz June 2012 - August 2012
Fortis Insurance Belgium June 2009 - August 2009
Skills
Data Analysis, Research, Statistical Modeling, Teamwork, Minitab, R, SQL, Probability Theory, Applied Probability, Regression Analysis, Statistical Inference, Linear Algebra, Calculus, Company Valuation, DCF Valuation, Corporate Finance, Stochastic Methods, Derivatives, Forecasting
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Financial Engineering
UCL 2011 — 2014
Bachelor's Degree, Statistics and Management for Business, 1st Class Honour, Dean's List - Faculty of Mathematics and Physical Science
Hang Seng School of Commerce 2009 — 2011
High School, Hong Kong A-Level Exams: Business, Accounting, Mathematics & Statistics, Computer Applications, 5A's
Cornerstone Research August 2015 - Present
J.P. Morgan June 2014 - August 2014
Aon Hewitt June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Editing, Public Speaking, Research, Microsoft Excel, Data Analysis
Education
Columbia University in the City of New York 2011 — 2015
Bachelor’s Degree, Economics
Deerpath Capital Management April 2014 - Present
Golub Capital February 2011 - December 2013
J.P. Morgan 2008 - 2011
UBS Investment Bank 2006 - 2008
Education
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts (BA)
Matrix Strategy Inc. July 2001 - Present
J.P. Morgan September 2000 - June 2001
Homex Realtor May 2000 - September 2000
Citi September 1996 - May 2000
Stony Brook University December 1993 - June 1996
Skills
Android, iOS Development, Bluetooth, UPnP, Windows Phone, Smart Homes, Wearables, IOT, ASP.NET, Java, CouchDB, HTML, jQuery, CSS, VAR, Unix, IVR, ASP, C++, C#, JScript, GSM, Monte Carlo Simulation, Numerical Simulation, FX Options, Netscreen, Routers, Parallel Computing, Sputter Deposition, Thin Films, Asterisk
Education
Columbia University in the City of New York 1988 — 1993
Doctor of Philosophy (Ph.D.), Mechanical Engineering, A
Columbia University in the City of New York 1987 — 1988
Master's degree, Mechanical Engineering, A
J.P. Morgan July 2014 - Present
Scripps Networks Interactive June 2014 - June 2014
Hispanic Heritage Foundation July 2013 - May 2014
Oxford Digital Consulting Group September 2012 - June 2013
Sportaneous April 2011 - April 2013
Columbia University Calling Center September 2011 - March 2013
TheSquareFoot May 2012 - September 2012
Skills
Start-ups, Technology, Sports, Social Media, Social Media Marketing, SEO
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (B.A.), Economics-Political Science
Gargiulo + Partners, Inc. 1999 - Present
J.P. Morgan 1988 - 1998
Manufacturers Hanover Trust 1986 - 1988
Skills
Marketing Strategy, Strategic Communications, Finance, Strategy, Investment Banking, Marketing, Social Media, Mergers & Acquisitions, Strategic Planning
Education
Columbia University in the City of New York
Master's Degree
Fordham University
Bachelor's Degree