J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Audrey Freudberg Audrey Freudberg's J.P. Morgan Experience 2006 - 2009
Job Writer; Artist; Cartoonist
Industry Writing and Editing
Experience
self-employed June 2010 - Present
Comedy writing class - The Comedian's Way 2010 - 2011
United Studios of Self-'defense January 2007 - August 2010
J.P. Morgan 2006 - 2009
Skills
Drawing, Singing, Improv Comedy, Creative Writing, Spanish, Writing, cartoons, Improvisation, Social Media, Books, Film, Teaching, Cartoons, Storytelling, Editing, Proofreading, Newsletters, Blogging, Public Speaking, Entertainment, Social Networking
Education
Writing with Teachers 2007 — 2016
Creative Writing
UCLA 1984 — 1987
M.A., Romance Language Linguistics
University of California, Los Angeles 1984 — 1987
M.A., Romance Language Linguistics
Dartmouth College 1978 — 1982
M.A., Spanish/Linguistics
self-employed June 2010 - Present
Comedy writing class - The Comedian's Way 2010 - 2011
United Studios of Self-'defense January 2007 - August 2010
J.P. Morgan 2006 - 2009
Skills
Drawing, Singing, Improv Comedy, Creative Writing, Spanish, Writing, cartoons, Improvisation, Social Media, Books, Film, Teaching, Cartoons, Storytelling, Editing, Proofreading, Newsletters, Blogging, Public Speaking, Entertainment, Social Networking
Education
Writing with Teachers 2007 — 2016
Creative Writing
UCLA 1984 — 1987
M.A., Romance Language Linguistics
University of California, Los Angeles 1984 — 1987
M.A., Romance Language Linguistics
Dartmouth College 1978 — 1982
M.A., Spanish/Linguistics
Jose Miguel Benavides Jose Miguel Benavides's J.P. Morgan Experience August 2015 - Present
Job Associate Banker at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2015 - Present
McCombs School of Business July 2013 - Present
American Gateways January 2014 - Present
J.P. Morgan June 2014 - August 2014
Stratfor September 2013 - December 2013
Xignux June 2012 - July 2013
Xignux January 2009 - June 2012
Auric Consulting August 2009 - December 2009
PLEI August 2008 - October 2009
Global Group Coorporation May 2007 - July 2007
Skills
Logistics, Manufacturing, Finance, International Trade, Marketing, Leadership, Management Consulting, Business Strategy, Project Management, English, Strategic Planning, Product Development, Spanish, Project Planning, Management, Engineering, Business Development, Teamwork, Business Planning, Sales, Training, Negotiation, Strategy, Team Leadership, Analysis, Cross-functional Team..., Market Research, Marketing Strategy, Financial Analysis, Market Analysis, International Business, Forecasting, Corporate Finance, Consulting, Financial Modeling, Microsoft Office, Microsoft Excel, ERP, Human Resources, Integration, Entrepreneurship, Due Diligence, Change Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Corporate Finance, Marketing, Strategic Management
Tecnológico de Monterrey 2005 — 2009
Engineering, Engineering
Budapest Corvinus University 2009 — 2009
Business Seminar, International Business
University of Sydney 2007 — 2008
Engineering, Finance
Fudan University 2007 — 2007
Buisiness, Finance
J.P. Morgan August 2015 - Present
McCombs School of Business July 2013 - Present
American Gateways January 2014 - Present
J.P. Morgan June 2014 - August 2014
Stratfor September 2013 - December 2013
Xignux June 2012 - July 2013
Xignux January 2009 - June 2012
Auric Consulting August 2009 - December 2009
PLEI August 2008 - October 2009
Global Group Coorporation May 2007 - July 2007
Skills
Logistics, Manufacturing, Finance, International Trade, Marketing, Leadership, Management Consulting, Business Strategy, Project Management, English, Strategic Planning, Product Development, Spanish, Project Planning, Management, Engineering, Business Development, Teamwork, Business Planning, Sales, Training, Negotiation, Strategy, Team Leadership, Analysis, Cross-functional Team..., Market Research, Marketing Strategy, Financial Analysis, Market Analysis, International Business, Forecasting, Corporate Finance, Consulting, Financial Modeling, Microsoft Office, Microsoft Excel, ERP, Human Resources, Integration, Entrepreneurship, Due Diligence, Change Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Corporate Finance, Marketing, Strategic Management
Tecnológico de Monterrey 2005 — 2009
Engineering, Engineering
Budapest Corvinus University 2009 — 2009
Business Seminar, International Business
University of Sydney 2007 — 2008
Engineering, Finance
Fudan University 2007 — 2007
Buisiness, Finance
BAVITA RAMLALL BAVITA RAMLALL's J.P. Morgan Experience October 2011 - June 2013
Job Associate at EY
Industry Accounting
Experience
EY May 2015 - Present
EY October 2013 - April 2015
J.P. Morgan October 2011 - June 2013
Superpower Homes, Inc December 2010 - October 2011
Vulcan Basement Waterproofing, Inc April 2010 - December 2010
Liberty Tax Services January 2010 - April 2010
Skills
Tax Preparation (IRS..., Microsoft Office (Word,..., Researching, Planning..., Excellent Leadership..., Strong Verbal, Oral and..., Effective Decicion..., Quantitative Assessment..., Data Reconciliation, Accounting, Financial Services, Account Reconciliation, Accounts Payable, General Ledger, Training, Microsoft Excel, Spreadsheets, Cash Flow, Cash Management, Payroll, Human Resources, Bank Reconciliation, Finance, Financial Statements, Auditing, Financial Analysis, Financial Modeling, Loans, PeopleSoft, Analysis, Microsoft Office
Education
CUNY York College 2004 — 2009
Bachelor of Science (B.S), Accounting
EY May 2015 - Present
EY October 2013 - April 2015
J.P. Morgan October 2011 - June 2013
Superpower Homes, Inc December 2010 - October 2011
Vulcan Basement Waterproofing, Inc April 2010 - December 2010
Liberty Tax Services January 2010 - April 2010
Skills
Tax Preparation (IRS..., Microsoft Office (Word,..., Researching, Planning..., Excellent Leadership..., Strong Verbal, Oral and..., Effective Decicion..., Quantitative Assessment..., Data Reconciliation, Accounting, Financial Services, Account Reconciliation, Accounts Payable, General Ledger, Training, Microsoft Excel, Spreadsheets, Cash Flow, Cash Management, Payroll, Human Resources, Bank Reconciliation, Finance, Financial Statements, Auditing, Financial Analysis, Financial Modeling, Loans, PeopleSoft, Analysis, Microsoft Office
Education
CUNY York College 2004 — 2009
Bachelor of Science (B.S), Accounting
Vincent Boswell Vincent Boswell's J.P. Morgan Experience January 2015 - Present
Job KYC Onboarding Specialist at JP Morgan/Private Bank
Industry Banking
Experience
J.P. Morgan January 2015 - Present
Telhio Credit Union March 2008 - Present
National City Bank January 2001 - March 2008
Van Dorn Demag June 1994 - June 2000
Skills
Loans, Banking, Credit, Loan Origination, Retail Banking, Credit Analysis, Consumer Lending, Credit Risk
Education
Ohio University 2011 — 2014
Bachelor of Technical and Applied Studies, Technical and Applied Studies
Cuyahoga Community College 1998 — 2001
Associate of Applied Business, Computer Science
J.P. Morgan January 2015 - Present
Telhio Credit Union March 2008 - Present
National City Bank January 2001 - March 2008
Van Dorn Demag June 1994 - June 2000
Skills
Loans, Banking, Credit, Loan Origination, Retail Banking, Credit Analysis, Consumer Lending, Credit Risk
Education
Ohio University 2011 — 2014
Bachelor of Technical and Applied Studies, Technical and Applied Studies
Cuyahoga Community College 1998 — 2001
Associate of Applied Business, Computer Science
Justin Sadrian Justin Sadrian's J.P. Morgan Experience February 1995 - December 1998
Job Managing Director at Warburg Pincus
Industry Venture Capital & Private Equity
Experience
Warburg Pincus September 2000 - Present
J.P. Morgan February 1995 - December 1998
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Dartmouth College 1990 — 1994
Bachelor of Arts (BA)
Warburg Pincus September 2000 - Present
J.P. Morgan February 1995 - December 1998
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Dartmouth College 1990 — 1994
Bachelor of Arts (BA)
Alex Dinn Alex Dinn's J.P. Morgan Experience July 2005 - July 2008
Job Investment / Finance Professional
Industry Financial Services
Experience
Tower Three Partners July 2008 - December 2013
J.P. Morgan July 2005 - July 2008
Skills
Equities, Financial Modeling, Private Equity, Leveraged Finance, Portfolio Management, Corporate Finance, Investment Banking, Valuation, Capital Markets, Corporate Development
Education
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), Honors Economics
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Tower Three Partners July 2008 - December 2013
J.P. Morgan July 2005 - July 2008
Skills
Equities, Financial Modeling, Private Equity, Leveraged Finance, Portfolio Management, Corporate Finance, Investment Banking, Valuation, Capital Markets, Corporate Development
Education
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), Honors Economics
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Johnetter Sanders, MAM Johnetter Sanders, MAM's J.P. Morgan Experience June 2013 - Present
Job Finance and Relationship Management Professional
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
World Changers Church Dallas December 2010 - June 2013
Bank of America May 2007 - February 2009
Compass Bank June 2006 - March 2007
JP Morgan Chase Bank January 2004 - June 2006
Bank of America October 2001 - October 2003
IKON Office Solutions December 1997 - September 2000
Skills
Banking, Mortgage Lending, Portfolio Management, Credit, Loans, Investments, Credit Cards, Customer Service, Retail Banking, Series 6, Series 63, Life Insurance, Notary Public, Operations Management
Education
Dallas Baptist University 2011 — 2012
Master of Arts in Management (MAM), Management (with a concentration in Human Resources)
Dallas Baptist University 2009 — 2011
Bachelor of Business Studies (B.B.S.), Business
Southwest Mississippi Community College
Associate of Science, Marketing and Management
J.P. Morgan June 2013 - Present
World Changers Church Dallas December 2010 - June 2013
Bank of America May 2007 - February 2009
Compass Bank June 2006 - March 2007
JP Morgan Chase Bank January 2004 - June 2006
Bank of America October 2001 - October 2003
IKON Office Solutions December 1997 - September 2000
Skills
Banking, Mortgage Lending, Portfolio Management, Credit, Loans, Investments, Credit Cards, Customer Service, Retail Banking, Series 6, Series 63, Life Insurance, Notary Public, Operations Management
Education
Dallas Baptist University 2011 — 2012
Master of Arts in Management (MAM), Management (with a concentration in Human Resources)
Dallas Baptist University 2009 — 2011
Bachelor of Business Studies (B.B.S.), Business
Southwest Mississippi Community College
Associate of Science, Marketing and Management
Eric Andersen Eric Andersen's J.P. Morgan Experience July 2002 - June 2004
Job Portfolio Manager at Western Standard LLC
Industry Investment Management
Experience
Western Standard LLC June 2008 - Present
Ivory Capital April 2006 - April 2008
JCK Partners June 2004 - March 2006
J.P. Morgan July 2002 - June 2004
The Blackstone Group July 2000 - June 2002
Andersen Lawn Care 1991 - 1998
Skills
Investments, Alternative Investments, Hedge Funds, Asset Management, Portfolio Management
Education
Dartmouth College 1996 — 2000
Economics & History
Pittsfield High School 1992 — 1996
Western Standard LLC June 2008 - Present
Ivory Capital April 2006 - April 2008
JCK Partners June 2004 - March 2006
J.P. Morgan July 2002 - June 2004
The Blackstone Group July 2000 - June 2002
Andersen Lawn Care 1991 - 1998
Skills
Investments, Alternative Investments, Hedge Funds, Asset Management, Portfolio Management
Education
Dartmouth College 1996 — 2000
Economics & History
Pittsfield High School 1992 — 1996
Christian Wylonis Christian Wylonis's J.P. Morgan Experience January 2005 - March 2005
Job Founder & CEO at Fitbay.com
Industry Internet
Experience
Fitbay.com September 2013 - Present
Creandum September 2013 - February 2014
Vivino December 2012 - August 2013
Creandum August 2012 - August 2013
McKinsey & Company August 2008 - August 2012
Unibar.dk August 2006 - July 2007
NNE Pharmaplan June 2006 - August 2006
McKinsey & Company June 2005 - August 2005
J.P. Morgan January 2005 - March 2005
Skills
Venture Capital, Internet, Start-ups, Entrepreneurship, Social Networking, Business Strategy, Engineering, Business Case, Due Diligence, E-commerce, Project Management, Corporate Development, Strategy, Investments, Management Consulting, Financial Modeling, Business Development, Product Management
Education
Harvard University 2007 — 2008
M.S., Engineering Sciences
Dartmouth College 2002 — 2006
B.A., Engineering Sciences with Honors
Copenhagen International School 1989 — 2002
International Baccalaureate
Fitbay.com September 2013 - Present
Creandum September 2013 - February 2014
Vivino December 2012 - August 2013
Creandum August 2012 - August 2013
McKinsey & Company August 2008 - August 2012
Unibar.dk August 2006 - July 2007
NNE Pharmaplan June 2006 - August 2006
McKinsey & Company June 2005 - August 2005
J.P. Morgan January 2005 - March 2005
Skills
Venture Capital, Internet, Start-ups, Entrepreneurship, Social Networking, Business Strategy, Engineering, Business Case, Due Diligence, E-commerce, Project Management, Corporate Development, Strategy, Investments, Management Consulting, Financial Modeling, Business Development, Product Management
Education
Harvard University 2007 — 2008
M.S., Engineering Sciences
Dartmouth College 2002 — 2006
B.A., Engineering Sciences with Honors
Copenhagen International School 1989 — 2002
International Baccalaureate
Momo Bi Momo Bi's J.P. Morgan Experience August 2015 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Asher Strategies USCBS February 2008 - July 2013
The Global Language Network October 2005 - April 2013
International Bridges to Justice February 2007 - 2008
Thaler Liebeler LLP January 2007 - August 2007
Elite Reference 2006 - 2007
King & Wood June 2006 - July 2006
Skills
International Relations, Mandarin, Chinese, Foreign Policy, International Law, Research, Fundraising, Strategic Planning, Social Media, Proposal Writing, Public Speaking, Program Management, Policy Analysis, International..., Strategy, Training, Politics, Entrepreneurship, Intercultural..., International Business, Management Consulting, International Project..., Government, Policy, Diplomacy, Foreign Languages, Analysis, Translation, Strategic Communications, Political Science, International Trade, Qualitative Research, Event Planning, Event Management, Latin America, Social Entrepreneurship, Leadership, Business Strategy, Capacity Building, Program Evaluation, Corporate Social..., Data Analysis, Emerging Markets, Foreign Affairs, Economic Development, Public Relations, Community Outreach, Editing, Business Intelligence, Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
The George Washington University 2004 — 2007
BA, International Affairs
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Asher Strategies USCBS February 2008 - July 2013
The Global Language Network October 2005 - April 2013
International Bridges to Justice February 2007 - 2008
Thaler Liebeler LLP January 2007 - August 2007
Elite Reference 2006 - 2007
King & Wood June 2006 - July 2006
Skills
International Relations, Mandarin, Chinese, Foreign Policy, International Law, Research, Fundraising, Strategic Planning, Social Media, Proposal Writing, Public Speaking, Program Management, Policy Analysis, International..., Strategy, Training, Politics, Entrepreneurship, Intercultural..., International Business, Management Consulting, International Project..., Government, Policy, Diplomacy, Foreign Languages, Analysis, Translation, Strategic Communications, Political Science, International Trade, Qualitative Research, Event Planning, Event Management, Latin America, Social Entrepreneurship, Leadership, Business Strategy, Capacity Building, Program Evaluation, Corporate Social..., Data Analysis, Emerging Markets, Foreign Affairs, Economic Development, Public Relations, Community Outreach, Editing, Business Intelligence, Consulting
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
The George Washington University 2004 — 2007
BA, International Affairs
Jill Raderstorf's J.P. Morgan Experience May 2014 - Present
Job Senior Underwriter at J.P. Morgan
Industry Banking
Experience
J.P. Morgan May 2014 - Present
FDIC March 2008 - April 2014
Skills
Credit Risk, Banking, Financial Analysis, Loans, Credit, Risk Management, Financial Risk, Commercial Lending, Commercial Banking, Portfolio Management, Finance, Financial Modeling, Underwriting, Accounting, Public Speaking
Education
The Ohio State University Fisher College of Business 2014 — 2017
Master of Business Administration (MBA)
Creighton University 2003 — 2007
Bachelor of Science, Economics
J.P. Morgan May 2014 - Present
FDIC March 2008 - April 2014
Skills
Credit Risk, Banking, Financial Analysis, Loans, Credit, Risk Management, Financial Risk, Commercial Lending, Commercial Banking, Portfolio Management, Finance, Financial Modeling, Underwriting, Accounting, Public Speaking
Education
The Ohio State University Fisher College of Business 2014 — 2017
Master of Business Administration (MBA)
Creighton University 2003 — 2007
Bachelor of Science, Economics
Justin Pope Justin Pope's J.P. Morgan Experience October 2010 - August 2012
Job Interested in new challenging opportunity in Mortgage Banking
Industry Banking
Experience
AmTrust North America February 2014 - Present
Bank of America September 2012 - October 2013
J.P. Morgan October 2010 - August 2012
Adecco Group / PNC Bank April 2010 - September 2010
Old Republic Title Company February 2009 - February 2010
First American Title June 2007 - November 2008
SPECIALTY LUBRICANTS CORPORATION January 2006 - June 2007
1st Team Mortgage April 2005 - June 2005
Tri-Source Title Agency June 2003 - April 2005
Best Buy July 2000 - June 2003
Skills
Management, Credit Risk, Credit Scoring, Credit Analysis, Compliance, Government Loans, Mortgage Lending, Problem Solving, Superior Communications..., Customer Service, Compliance Regulations, Mortgage Underwriting, Highly detail oriented, Goal-oriented..., Employee Training, Microsoft Office, Loans, FHA, Refinance, Residential Mortgages, Investment Properties, Appraisals, Consumer Lending, Insurance, Real Estate, Funding, Home Equity Loans, Real Estate Financing, Mortgage Banking, Notary Public, Teamwork
Education
Youngstown State University 1999 — 2000
Cuyahoga Valley Career Center 1995 — 1997
Cetrificate of Completion, CAD/CADD Drafting and/or Design Technology/Technician
Nordonia Hills High School 1993 — 1997
Diploma
AmTrust North America February 2014 - Present
Bank of America September 2012 - October 2013
J.P. Morgan October 2010 - August 2012
Adecco Group / PNC Bank April 2010 - September 2010
Old Republic Title Company February 2009 - February 2010
First American Title June 2007 - November 2008
SPECIALTY LUBRICANTS CORPORATION January 2006 - June 2007
1st Team Mortgage April 2005 - June 2005
Tri-Source Title Agency June 2003 - April 2005
Best Buy July 2000 - June 2003
Skills
Management, Credit Risk, Credit Scoring, Credit Analysis, Compliance, Government Loans, Mortgage Lending, Problem Solving, Superior Communications..., Customer Service, Compliance Regulations, Mortgage Underwriting, Highly detail oriented, Goal-oriented..., Employee Training, Microsoft Office, Loans, FHA, Refinance, Residential Mortgages, Investment Properties, Appraisals, Consumer Lending, Insurance, Real Estate, Funding, Home Equity Loans, Real Estate Financing, Mortgage Banking, Notary Public, Teamwork
Education
Youngstown State University 1999 — 2000
Cuyahoga Valley Career Center 1995 — 1997
Cetrificate of Completion, CAD/CADD Drafting and/or Design Technology/Technician
Nordonia Hills High School 1993 — 1997
Diploma
Jacob Wojnas's J.P. Morgan Experience June 2015 - August 2015
Job Student at Dartmouth College
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Skills
PowerPoint
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Philosophy, Mathematics
J.P. Morgan June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Skills
PowerPoint
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Philosophy, Mathematics
Janos Farkas Janos Farkas's J.P. Morgan Experience June 2013 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2013 - Present
Morgan Stanley March 2010 - March 2013
Morgan Stanley September 2009 - March 2010
Morgan Stanley April 2007 - August 2009
Samsung October 2005 - January 2007
Intesa Sanpaolo September 2004 - October 2005
QUAESTOR Zrt. July 2004 - September 2004
Skills
Business Analysis, Project Management, SDLC, PMP, Data Management, Derivatives, MS Project, Operations Management, Scrum, PRINCE2, PMBOK, BABOK, ISDA negotiations, Basel II, Visio, Agile Methodologies, Scrum Master
Education
University of Lincoln 2001 — 2005
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Budapesti Gazdasági Főiskola 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Finance
J.P. Morgan June 2013 - Present
Morgan Stanley March 2010 - March 2013
Morgan Stanley September 2009 - March 2010
Morgan Stanley April 2007 - August 2009
Samsung October 2005 - January 2007
Intesa Sanpaolo September 2004 - October 2005
QUAESTOR Zrt. July 2004 - September 2004
Skills
Business Analysis, Project Management, SDLC, PMP, Data Management, Derivatives, MS Project, Operations Management, Scrum, PRINCE2, PMBOK, BABOK, ISDA negotiations, Basel II, Visio, Agile Methodologies, Scrum Master
Education
University of Lincoln 2001 — 2005
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Budapesti Gazdasági Főiskola 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Finance
Fei Xie Fei Xie's J.P. Morgan Experience November 2014 - Present
Job Analyst FAS 107 Valuation at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
J.P. Morgan June 2013 - October 2014
Villanova University Student Managed Fund August 2012 - May 2013
FRANdata March 2012 - May 2012
ThyssenKrupp August 2008 - July 2011
Skills
Financial Analysis, Financial Modeling, Finance, Bloomberg Terminal, Valuation, Solar Energy, Bloomberg, Corporate Finance, Microsoft Excel, Business Planning, SAS, Capital Markets, Analysis, Project Finance, Microsoft Office, Renewable Energy, Financial Reporting, Business Strategy, Investments, PowerPoint, Management
Education
Villanova University 2012 — 2013
Master of Science (M.S.), Finance, General, 3.61/4.0
Dalian University of Technology 2003 — 2008
Bachelor of Engineering (B.E.), Electronic Engineering and English, 3.3/4.0
J.P. Morgan November 2014 - Present
J.P. Morgan June 2013 - October 2014
Villanova University Student Managed Fund August 2012 - May 2013
FRANdata March 2012 - May 2012
ThyssenKrupp August 2008 - July 2011
Skills
Financial Analysis, Financial Modeling, Finance, Bloomberg Terminal, Valuation, Solar Energy, Bloomberg, Corporate Finance, Microsoft Excel, Business Planning, SAS, Capital Markets, Analysis, Project Finance, Microsoft Office, Renewable Energy, Financial Reporting, Business Strategy, Investments, PowerPoint, Management
Education
Villanova University 2012 — 2013
Master of Science (M.S.), Finance, General, 3.61/4.0
Dalian University of Technology 2003 — 2008
Bachelor of Engineering (B.E.), Electronic Engineering and English, 3.3/4.0
Caroline Lessing Mullen Caroline Lessing Mullen's J.P. Morgan Experience June 2005 - May 2008
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock April 2009 - September 2012
R3 Capital Partners May 2008 - April 2009
J.P. Morgan June 2005 - May 2008
Education
Dartmouth College 2001 — 2005
BA, Psychology
Cold Spring Harbor High School 1997 — 2001
BlackRock April 2009 - September 2012
R3 Capital Partners May 2008 - April 2009
J.P. Morgan June 2005 - May 2008
Education
Dartmouth College 2001 — 2005
BA, Psychology
Cold Spring Harbor High School 1997 — 2001
Francis Odum ACFE, CGBP, CSCMP Francis Odum ACFE, CGBP, CSCMP's J.P. Morgan Experience March 2012 - Present
Job CEO at JSC Books Stores
Industry Financial Services
Experience
J.P. Morgan March 2012 - Present
JSC Books Stores May 2009 - Present
Deutsche Bank April 2007 - May 2009
Deutsche Bank 2007 - 2009
Bank of America February 2003 - March 2007
JSC Books Stores Ltd July 1990 - August 2001
Skills
Risk Management, Financial Analysis, Banking, Strategic Planning, Microsoft Excel, Negotiation, Credit, Process Improvement, Business Strategy, Budgets, Financial Modeling, International Trade, Analysis, Finance, Accounting, Internal Audit, Financial Risk, Customer Service, Management, Business Analysis
Education
Dallas County Community College 2010 — 2012
AAS, International Business
Richland Community College 2010 — 2011
Associate Degree, International Business
Green Belt 2007 — 2008
Bachelor's Degree; Diploma, Accounting; Computer Operations/Programming
Federal Polytechnic Auchi 1995 — 2000
Diploma, Accounting
Federal Polytechnic, Auchi 1995 — 2000
Diploma, Accountancy
J.P. Morgan March 2012 - Present
JSC Books Stores May 2009 - Present
Deutsche Bank April 2007 - May 2009
Deutsche Bank 2007 - 2009
Bank of America February 2003 - March 2007
JSC Books Stores Ltd July 1990 - August 2001
Skills
Risk Management, Financial Analysis, Banking, Strategic Planning, Microsoft Excel, Negotiation, Credit, Process Improvement, Business Strategy, Budgets, Financial Modeling, International Trade, Analysis, Finance, Accounting, Internal Audit, Financial Risk, Customer Service, Management, Business Analysis
Education
Dallas County Community College 2010 — 2012
AAS, International Business
Richland Community College 2010 — 2011
Associate Degree, International Business
Green Belt 2007 — 2008
Bachelor's Degree; Diploma, Accounting; Computer Operations/Programming
Federal Polytechnic Auchi 1995 — 2000
Diploma, Accounting
Federal Polytechnic, Auchi 1995 — 2000
Diploma, Accountancy
Brian Grumka's J.P. Morgan Experience July 2015 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
C.L. King & Associates March 2014 - May 2014
Zoetis December 2013 - March 2014
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Education
Dartmouth College 2011 — 2015
Delbarton School 2007 — 2011
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
C.L. King & Associates March 2014 - May 2014
Zoetis December 2013 - March 2014
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Education
Dartmouth College 2011 — 2015
Delbarton School 2007 — 2011
T. Jason Ortiz T. Jason Ortiz's J.P. Morgan Experience February 2014 - March 2015
Job Manager at BChange Insights
Industry Financial Services
Experience
B-Change Insights August 2015 - Present
J.P. Morgan February 2014 - March 2015
Deutsche Bank February 2011 - December 2013
Deutsche Bank May 2009 - December 2013
Deutsche Bank December 2007 - April 2011
Citi Sales and Trading June 2006 - December 2007
Citi Derivative Operations October 2004 - June 2006
Skills
Derivatives, Commodities, Swaps, Credit, Project Management, Global Business..., Openlink, Financial Regulation, Diversity & Inclusion, Middle Office, Pricing, Credit Derivatives, Commodity, Structured Products, Emerging Markets
Education
Dartmouth College 1999 — 2003
BA, Sociology, Education
Universidad de Barcelona 2001 — 2001
Language, Literature, History
B-Change Insights August 2015 - Present
J.P. Morgan February 2014 - March 2015
Deutsche Bank February 2011 - December 2013
Deutsche Bank May 2009 - December 2013
Deutsche Bank December 2007 - April 2011
Citi Sales and Trading June 2006 - December 2007
Citi Derivative Operations October 2004 - June 2006
Skills
Derivatives, Commodities, Swaps, Credit, Project Management, Global Business..., Openlink, Financial Regulation, Diversity & Inclusion, Middle Office, Pricing, Credit Derivatives, Commodity, Structured Products, Emerging Markets
Education
Dartmouth College 1999 — 2003
BA, Sociology, Education
Universidad de Barcelona 2001 — 2001
Language, Literature, History
Jonathan Perea Jonathan Perea's J.P. Morgan Experience March 2012 - Present
Job Teller at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2012 - Present
Jiffy lube July 2011 - June 2012
Skills
Customer Service, Sales Operations, Microsoft Excel, Sales
Education
Coyne College 2013 — 2014
Electrical/Electronics Maintenance and Repair Technology
DeVry University-Illinois 2009 — 2011
Computer engineering
J.P. Morgan March 2012 - Present
Jiffy lube July 2011 - June 2012
Skills
Customer Service, Sales Operations, Microsoft Excel, Sales
Education
Coyne College 2013 — 2014
Electrical/Electronics Maintenance and Repair Technology
DeVry University-Illinois 2009 — 2011
Computer engineering
Francisco Custodio Francisco Custodio's J.P. Morgan Experience August 2010 - Present
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2010 - Present
JPMorgan Chase September 2008 - August 2010
Meyers Associates L.P. February 2007 - August 2008
Skills
Wealth Management, Private Banking, Stock Trading, Investments, Risk Management, Series 7, Series 63, Customer Service, Equities, Securities, Cash Management, Asset Management, Options, Asset Allocation, Equity Trading, Trading, Investment Advisory, Insurance, FX Options, Equity Research, Private Equity, Capital Markets, Credit, Loans, Equity Derivatives, Investment Banking, Financial Analysis, Foreign Exchange, Fixed Income, Bloomberg
Education
CUNY York College
Theoretical and Mathematical Physics
J.P. Morgan August 2010 - Present
JPMorgan Chase September 2008 - August 2010
Meyers Associates L.P. February 2007 - August 2008
Skills
Wealth Management, Private Banking, Stock Trading, Investments, Risk Management, Series 7, Series 63, Customer Service, Equities, Securities, Cash Management, Asset Management, Options, Asset Allocation, Equity Trading, Trading, Investment Advisory, Insurance, FX Options, Equity Research, Private Equity, Capital Markets, Credit, Loans, Equity Derivatives, Investment Banking, Financial Analysis, Foreign Exchange, Fixed Income, Bloomberg
Education
CUNY York College
Theoretical and Mathematical Physics
Jose Miguel Ordoñez's J.P. Morgan Experience February 2014 - Present
Job Investment Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan May 2013 - August 2013
Thayer School of Engineering at Dartmouth College September 2009 - May 2013
NSTAR June 2012 - August 2012
General Motors June 2010 - August 2010
Skills
Precision Machining, Strategic Planning, Problem Solving, Solidworks, Matlab, Engineering, Machining, PowerPoint, Forecasting, Microsoft Excel, Data Analysis, Project Planning, Budgets, Analysis
Education
Thayer School of Engineering at Dartmouth College 2009 — 2013
Bachelor of Engineering (BE)
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.)
American School of Quito 2005 — 2009
International Baccalaureate Diploma
J.P. Morgan February 2014 - Present
J.P. Morgan May 2013 - August 2013
Thayer School of Engineering at Dartmouth College September 2009 - May 2013
NSTAR June 2012 - August 2012
General Motors June 2010 - August 2010
Skills
Precision Machining, Strategic Planning, Problem Solving, Solidworks, Matlab, Engineering, Machining, PowerPoint, Forecasting, Microsoft Excel, Data Analysis, Project Planning, Budgets, Analysis
Education
Thayer School of Engineering at Dartmouth College 2009 — 2013
Bachelor of Engineering (BE)
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.)
American School of Quito 2005 — 2009
International Baccalaureate Diploma
Dan Bresnahan Dan Bresnahan's J.P. Morgan Experience September 2014 - Present
Job Global Securitized Products Associate at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan September 2014 - Present
Allianz Global Investors May 2013 - August 2013
US Bank October 2008 - July 2012
BMO Capital Markets January 2007 - June 2008
Park National Bank / FBOP Corporation 2004 - 2006
McCarthy Capital Corporation 2004 - 2004
Skills
Real Estate, Commercial Lending, Finance, Loans, Equities, Financial Modeling, Financial Analysis, Funding, Portfolio Management, Valuation, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Creighton University 2000 — 2004
BA, Finance
J.P. Morgan September 2014 - Present
Allianz Global Investors May 2013 - August 2013
US Bank October 2008 - July 2012
BMO Capital Markets January 2007 - June 2008
Park National Bank / FBOP Corporation 2004 - 2006
McCarthy Capital Corporation 2004 - 2004
Skills
Real Estate, Commercial Lending, Finance, Loans, Equities, Financial Modeling, Financial Analysis, Funding, Portfolio Management, Valuation, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Creighton University 2000 — 2004
BA, Finance
Beverly Shealy Beverly Shealy's J.P. Morgan Experience April 2014 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
EMA Softech October 2005 - April 2014
J.P. Morgan October 2005 - April 2014
Sprint 2000 - 2005
Skills
Visual Studio, Software Development, Application Development, Web Applications, Network Security, Computer Security, Investran, Report Writing, Stimulsoft Reports.Net, VBA, Cognos ReportNet, Visual Basic, SQL, Private Equity, Programming
Education
Dallas Baptist University 2001 — 2004
Masters, Business Administration
DeVry Institute of Technology 1997 — 2000
Bachelor of Science, Computer Information Systems
J.P. Morgan April 2014 - Present
EMA Softech October 2005 - April 2014
J.P. Morgan October 2005 - April 2014
Sprint 2000 - 2005
Skills
Visual Studio, Software Development, Application Development, Web Applications, Network Security, Computer Security, Investran, Report Writing, Stimulsoft Reports.Net, VBA, Cognos ReportNet, Visual Basic, SQL, Private Equity, Programming
Education
Dallas Baptist University 2001 — 2004
Masters, Business Administration
DeVry Institute of Technology 1997 — 2000
Bachelor of Science, Computer Information Systems
Paul Saunier Paul Saunier's J.P. Morgan Experience 1996 - 1996
Job Principal at Flexware Associates
Industry Computer Software
Experience
Flexware Associates January 2009 - Present
Infinite Computing Solutions February 2012 - September 2012
Partylite January 2010 - March 2012
Dover Professional Services Group September 2009 - September 2010
Western Union 2000 - 2009
American Express Financial Advisors 1999 - 1999
NYCE Corporation 1997 - 1998
J.P. Morgan 1996 - 1996
NYMEX 1996 - 1996
EDS - ATM network services, Florham Park 1996 - 1996
Skills
Experienced IT..., Systems Analysis, Project Management, SDLC, Program Management, Business Analysis, Team Leadership, Integration, Quality Assurance, Team Building, Process Improvement, Troubleshooting, Vendor Management, COBOL, Visio, Software Documentation, Databases, Requirements Analysis, Business Intelligence, Management, Software Project..., SQL, Business Process..., Project Planning, Analysis, IT Management, Networking, Programming, Business Process, Requirements Gathering, Enterprise Architecture, IT Strategy, Data Analysis, Product Management, Software Development, Testing, Leadership, System Administration, PMP, Disaster Recovery, PMO, Enterprise Software, Information Technology, ITIL, Change Management, SharePoint, CRM, Project Portfolio..., Cloud Computing
Education
University of Massachusetts Lowell 1971 — 2016
none, Physics, Chemistry, Mathematics
County College of Morris 1975 — 1976
Various Course Work, Logic, Marketing
Randolph High School 1967 — 1971
High School Diploma, Advanced Science Courses
Career Forum
Flexware Associates January 2009 - Present
Infinite Computing Solutions February 2012 - September 2012
Partylite January 2010 - March 2012
Dover Professional Services Group September 2009 - September 2010
Western Union 2000 - 2009
American Express Financial Advisors 1999 - 1999
NYCE Corporation 1997 - 1998
J.P. Morgan 1996 - 1996
NYMEX 1996 - 1996
EDS - ATM network services, Florham Park 1996 - 1996
Skills
Experienced IT..., Systems Analysis, Project Management, SDLC, Program Management, Business Analysis, Team Leadership, Integration, Quality Assurance, Team Building, Process Improvement, Troubleshooting, Vendor Management, COBOL, Visio, Software Documentation, Databases, Requirements Analysis, Business Intelligence, Management, Software Project..., SQL, Business Process..., Project Planning, Analysis, IT Management, Networking, Programming, Business Process, Requirements Gathering, Enterprise Architecture, IT Strategy, Data Analysis, Product Management, Software Development, Testing, Leadership, System Administration, PMP, Disaster Recovery, PMO, Enterprise Software, Information Technology, ITIL, Change Management, SharePoint, CRM, Project Portfolio..., Cloud Computing
Education
University of Massachusetts Lowell 1971 — 2016
none, Physics, Chemistry, Mathematics
County College of Morris 1975 — 1976
Various Course Work, Logic, Marketing
Randolph High School 1967 — 1971
High School Diploma, Advanced Science Courses
Career Forum
Allie Gray's J.P. Morgan Experience May 2014 - August 2014
Job Investment Associate at Putnam Investments
Industry
Experience
Putnam Investments August 2015 - Present
J.P. Morgan May 2014 - August 2014
Hypatia Capital Group January 2014 - March 2014
Abbott June 2012 - August 2012
Education
Dartmouth College 2011 — 2015
Deerfield Academy 2007 — 2011
Putnam Investments August 2015 - Present
J.P. Morgan May 2014 - August 2014
Hypatia Capital Group January 2014 - March 2014
Abbott June 2012 - August 2012
Education
Dartmouth College 2011 — 2015
Deerfield Academy 2007 — 2011
Ravjit Grewal, CPA Ravjit Grewal, CPA's J.P. Morgan Experience August 2013 - September 2014
Job Vice President, Investments Finance at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management October 2014 - January 2015
J.P. Morgan August 2013 - September 2014
Cornell University - S.C. Johnson Graduate School of Management August 2011 - May 2013
J.P. Morgan 2012 - 2012
Deloitte January 2006 - June 2011
Deloitte June 2005 - August 2005
Skills
Tax, Due Diligence, Mergers, Auditing, Corporate Tax, Tax Advisory, Financial Modeling, Financial Analysis, Corporate Finance, Management Consulting, Management, Valuation, Mergers & Acquisitions, Finance, Private Equity, Business Valuation, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Portfolio Management, Internal Controls, Asset Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance
West Virginia University 2002 — 2005
Bachelors (Summa Cum Laude), Accounting & Information Systems
J.P. Morgan Asset Management February 2015 - Present
J.P. Morgan Asset Management October 2014 - January 2015
J.P. Morgan August 2013 - September 2014
Cornell University - S.C. Johnson Graduate School of Management August 2011 - May 2013
J.P. Morgan 2012 - 2012
Deloitte January 2006 - June 2011
Deloitte June 2005 - August 2005
Skills
Tax, Due Diligence, Mergers, Auditing, Corporate Tax, Tax Advisory, Financial Modeling, Financial Analysis, Corporate Finance, Management Consulting, Management, Valuation, Mergers & Acquisitions, Finance, Private Equity, Business Valuation, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Portfolio Management, Internal Controls, Asset Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Finance
West Virginia University 2002 — 2005
Bachelors (Summa Cum Laude), Accounting & Information Systems
Mike Swartz Mike Swartz's J.P. Morgan Experience January 1988 - April 1993
Job SVP Data Strategy at Amherst Holdings LLC
Industry Financial Services
Experience
Amherst Holdings LLC December 2014 - Present
Taxpayer Advocacy Panel December 2012 - Present
Beyond the Pale Software Solutions April 2013 - Present
9Gauge Partners, LLC January 2013 - October 2013
CoreLogic January 2012 - November 2012
CoreLogic March 2009 - January 2012
First American Flood Data Services November 1993 - March 2009
J.P. Morgan January 1988 - April 1993
Skills
Database Design, Data Management, Geomatics, Oracle, Oracle Spatial, Data Integration, Data Analysis, Process Improvement, Software Development, Executive Management, PHP, JavaScript, MySQL, SQL, Matlab, Geospatial Data, Geospatial Modeling, DB2, C++, ArcGIS, ArcObjects, Financial Analysis, Investment Strategies, Statistics, Acquisition Integration, Data Acquisition, Address Verification, Thought Leadership, Public Speaking, R&D, IT Management, Business Process..., Natural Hazards, Flood Risk, Offshore Software..., Location Intelligence, Location Based Services, Geocoding, Spatial Modeling, Spatial Analysis, Spatial Data Management, Analytical Skills, Natural Language...
Education
Texas State University-San Marcos 2009 — 2014
Master of Science (MS), Geography
New York University 1984 — 1989
Master of Science (MS), Computer Science
Dartmouth College 1978 — 1982
Bachelor of Arts (BA), Computer Science
Amherst Holdings LLC December 2014 - Present
Taxpayer Advocacy Panel December 2012 - Present
Beyond the Pale Software Solutions April 2013 - Present
9Gauge Partners, LLC January 2013 - October 2013
CoreLogic January 2012 - November 2012
CoreLogic March 2009 - January 2012
First American Flood Data Services November 1993 - March 2009
J.P. Morgan January 1988 - April 1993
Skills
Database Design, Data Management, Geomatics, Oracle, Oracle Spatial, Data Integration, Data Analysis, Process Improvement, Software Development, Executive Management, PHP, JavaScript, MySQL, SQL, Matlab, Geospatial Data, Geospatial Modeling, DB2, C++, ArcGIS, ArcObjects, Financial Analysis, Investment Strategies, Statistics, Acquisition Integration, Data Acquisition, Address Verification, Thought Leadership, Public Speaking, R&D, IT Management, Business Process..., Natural Hazards, Flood Risk, Offshore Software..., Location Intelligence, Location Based Services, Geocoding, Spatial Modeling, Spatial Analysis, Spatial Data Management, Analytical Skills, Natural Language...
Education
Texas State University-San Marcos 2009 — 2014
Master of Science (MS), Geography
New York University 1984 — 1989
Master of Science (MS), Computer Science
Dartmouth College 1978 — 1982
Bachelor of Arts (BA), Computer Science
Matt Dalbec Matt Dalbec's J.P. Morgan Experience September 2013 - October 2013
Job Financial Analyst (Consultant) at EMC
Industry Information Technology and Services
Experience
EMC October 2013 - Present
J.P. Morgan September 2013 - October 2013
Upromise Investments, INC August 2013 - September 2013
Citizens Bank September 2012 - May 2013
Santander Bank, N.A. February 2012 - September 2012
MetLife March 2010 - February 2012
The Bank of New York Mellon November 2005 - February 2009
State Street Bank March 2003 - November 2005
Skills
Financial Analysis, Management, Budgets, Analysis, Business Analysis, Forecasting, Finance, Portfolio Management, Financial Reporting, Investments, Project Management
Education
Northeastern University - Graduate School of Business Administration 2008 — 2014
M.B.A., Concentration in Asset Management & Investments
Northeastern University 2000 — 2007
Graduate Certificate, Financial Markets & Institutions
University of Massachusetts, Amherst 1998 — 2000
B.A., Economics
Sacred Heart School 1991 — 1994
diploma
EMC October 2013 - Present
J.P. Morgan September 2013 - October 2013
Upromise Investments, INC August 2013 - September 2013
Citizens Bank September 2012 - May 2013
Santander Bank, N.A. February 2012 - September 2012
MetLife March 2010 - February 2012
The Bank of New York Mellon November 2005 - February 2009
State Street Bank March 2003 - November 2005
Skills
Financial Analysis, Management, Budgets, Analysis, Business Analysis, Forecasting, Finance, Portfolio Management, Financial Reporting, Investments, Project Management
Education
Northeastern University - Graduate School of Business Administration 2008 — 2014
M.B.A., Concentration in Asset Management & Investments
Northeastern University 2000 — 2007
Graduate Certificate, Financial Markets & Institutions
University of Massachusetts, Amherst 1998 — 2000
B.A., Economics
Sacred Heart School 1991 — 1994
diploma
Michael Cruger's J.P. Morgan Experience July 2002 - November 2002
Job Cadd Manager at G4S Technology
Industry Telecommunications
Experience
G4S Technology October 2010 - Present
Constantin Walsh-Lowe 2005 - 2010
United Material Handling September 2004 - September 2005
Hodkinson Associates 2002 - 2005
ECS June 2003 - August 2004
Morgan Stanley April 2003 - May 2003
J.P. Morgan July 2002 - November 2002
Constantin Walsh-Lowe November 1999 - June 2002
Construction Specialties, Inc. February 1999 - November 1999
Castle Fire protection January 1998 - February 1999
Skills
CAD, Telecommunications, Project Management, AutoCAD
Education
County College of Morris 1996 — 1997
Computer Aided Design
G4S Technology October 2010 - Present
Constantin Walsh-Lowe 2005 - 2010
United Material Handling September 2004 - September 2005
Hodkinson Associates 2002 - 2005
ECS June 2003 - August 2004
Morgan Stanley April 2003 - May 2003
J.P. Morgan July 2002 - November 2002
Constantin Walsh-Lowe November 1999 - June 2002
Construction Specialties, Inc. February 1999 - November 1999
Castle Fire protection January 1998 - February 1999
Skills
CAD, Telecommunications, Project Management, AutoCAD
Education
County College of Morris 1996 — 1997
Computer Aided Design
Rebekah (Rebekah Won) Weiner Rebekah (Rebekah Won) Weiner's J.P. Morgan Experience June 2012 - Present
Job Senior Client Service Professional at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
JPMorgan Chase June 2010 - June 2012
Northwestern Mutual April 2008 - May 2010
Enterprise Rent-A-Car 2006 - 2008
NYU Department of Housing January 2005 - May 2006
Sony Music Entertainment, Inc. May 2004 - August 2004
Skills
Banking, Financial Services, Commercial Banking, Investments, Hedge Funds, Investment Banking, Financial Modeling, Bloomberg, Securities, Financial Analysis, Finance, Corporate Finance, Capital Markets
Education
New York University 2002 — 2006
B.A., Economics
Cranbrook Academy of Art 1999 — 2002
J.P. Morgan June 2012 - Present
JPMorgan Chase June 2010 - June 2012
Northwestern Mutual April 2008 - May 2010
Enterprise Rent-A-Car 2006 - 2008
NYU Department of Housing January 2005 - May 2006
Sony Music Entertainment, Inc. May 2004 - August 2004
Skills
Banking, Financial Services, Commercial Banking, Investments, Hedge Funds, Investment Banking, Financial Modeling, Bloomberg, Securities, Financial Analysis, Finance, Corporate Finance, Capital Markets
Education
New York University 2002 — 2006
B.A., Economics
Cranbrook Academy of Art 1999 — 2002
Fei Chen's J.P. Morgan Experience September 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Dartmouth College September 2007 - June 2013
Dartmouth College September 2006 - June 2013
Skills
C++, Matlab, Microsoft Excel, Numerical Analysis, Stochastic Calculus, Option Pricing Models, Probability Theory, Monte Carlo Simulation
Education
Dartmouth College 2006 — 2013
Ph.D, Physics
Tsinghua University 2002 — 2006
B.S, Physics
J.P. Morgan September 2013 - Present
Dartmouth College September 2007 - June 2013
Dartmouth College September 2006 - June 2013
Skills
C++, Matlab, Microsoft Excel, Numerical Analysis, Stochastic Calculus, Option Pricing Models, Probability Theory, Monte Carlo Simulation
Education
Dartmouth College 2006 — 2013
Ph.D, Physics
Tsinghua University 2002 — 2006
B.S, Physics
Inna Etinberg Inna Etinberg's J.P. Morgan Experience June 2010 - June 2013
Job Associate at One Equity Partners
Industry Venture Capital & Private Equity
Experience
One Equity Partners July 2013 - Present
J.P. Morgan June 2010 - June 2013
Bridgewater Associates January 2009 - March 2009
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, LBO, Mergers & Acquisitions, Bloomberg, Equities, Corporate Finance, Alternative Investments, Hedge Funds, Capital Markets, Due Diligence
Education
Dartmouth College 2007 — 2010
B.A., Economics
Stuyvesant High School 2002 — 2006
One Equity Partners July 2013 - Present
J.P. Morgan June 2010 - June 2013
Bridgewater Associates January 2009 - March 2009
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, LBO, Mergers & Acquisitions, Bloomberg, Equities, Corporate Finance, Alternative Investments, Hedge Funds, Capital Markets, Due Diligence
Education
Dartmouth College 2007 — 2010
B.A., Economics
Stuyvesant High School 2002 — 2006
John Franklyn Riefler IV's J.P. Morgan Experience June 2011 - Present
Job Securities Lending Trader at JPMorgan
Industry Banking
Experience
J.P. Morgan June 2011 - Present
J.P. Morgan March 2008 - June 2011
J.P. Morgan September 2007 - April 2008
Morgan Stanley July 2007 - September 2007
Morgan Stanley May 2007 - July 2007
Manhattan Yacht Club July 2006 - January 2007
Delamar Greenwich Harbor 2005 - 2005
Delamar Greenwich Harbor 2005 - 2005
Skills
Fixed Income, Trading, Securities Lending, Emerging Markets, Prime Brokerage, Wealth Management, Bloomberg, Equities, Securities, Hedge Funds, Derivatives, Investments, Financial Analysis, Financial Modeling
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), International Management & Entrepreneurial Studies
Roger Williams University 2002 — 2006
Bachelor of Science, Business Management
Cheshire Academy 1999 — 2002
J.P. Morgan June 2011 - Present
J.P. Morgan March 2008 - June 2011
J.P. Morgan September 2007 - April 2008
Morgan Stanley July 2007 - September 2007
Morgan Stanley May 2007 - July 2007
Manhattan Yacht Club July 2006 - January 2007
Delamar Greenwich Harbor 2005 - 2005
Delamar Greenwich Harbor 2005 - 2005
Skills
Fixed Income, Trading, Securities Lending, Emerging Markets, Prime Brokerage, Wealth Management, Bloomberg, Equities, Securities, Hedge Funds, Derivatives, Investments, Financial Analysis, Financial Modeling
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), International Management & Entrepreneurial Studies
Roger Williams University 2002 — 2006
Bachelor of Science, Business Management
Cheshire Academy 1999 — 2002
Bob Petry's J.P. Morgan Experience June 1994 - September 1994
Job CFA, CAIA, Alternative Investment Risk Professional
Industry Investment Management
Experience
Twin Focus Capital Partners LLC October 2014 - Present
US Securities and Exchange Commission 2009 - October 2014
Freeman Associates Investment Management February 2005 - July 2008
646 Advisors January 2003 - October 2004
Wellington Management July 2000 - December 2002
Wellington Management June 1999 - September 1999
Innovative Systems Techniques, Inc. (Insyte) June 1995 - August 1998
J.P. Morgan June 1994 - September 1994
Skills
Risk Management, Applied Behavior..., Portfolio Management, Statistics, Hedge Funds, Product Development, Securities Regulation, SEC compliance, Alternative Investments, Quantitative Modeling, Equities, Financial Modeling, Private Equity, Investments
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance Concentration
Dartmouth College 1990 — 1995
BA & BE
University of Oxford 1992 — 1992
Loomis Chaffee
Twin Focus Capital Partners LLC October 2014 - Present
US Securities and Exchange Commission 2009 - October 2014
Freeman Associates Investment Management February 2005 - July 2008
646 Advisors January 2003 - October 2004
Wellington Management July 2000 - December 2002
Wellington Management June 1999 - September 1999
Innovative Systems Techniques, Inc. (Insyte) June 1995 - August 1998
J.P. Morgan June 1994 - September 1994
Skills
Risk Management, Applied Behavior..., Portfolio Management, Statistics, Hedge Funds, Product Development, Securities Regulation, SEC compliance, Alternative Investments, Quantitative Modeling, Equities, Financial Modeling, Private Equity, Investments
Education
Yale University - Yale School of Management 1998 — 2000
MBA, Finance Concentration
Dartmouth College 1990 — 1995
BA & BE
University of Oxford 1992 — 1992
Loomis Chaffee
Cynthia Whaley (Cindy Whaley) Burton Cynthia Whaley (Cindy Whaley) Burton's J.P. Morgan Experience July 1991 - February 1999
Job Director at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey March 2012 - Present
Home Mom March 2002 - March 2012
Wachovia Securities and Wachovia Bank April 1999 - February 2002
J.P. Morgan July 1991 - February 1999
All Angels' Episcopal Church 1997 - January 1999
Skills
Series 7, Series 63, Financial Forecasting, Capital Structure, Credit, Banking, Series 79
Education
J.P. Morgan Finance Program 1995 — 1995
Dartmouth College 1987 — 1991
Bachelor of Arts, Romance Languages, French and Spanish
The Lovett School 1982 — 1987
diploma
SunTrust Robinson Humphrey March 2012 - Present
Home Mom March 2002 - March 2012
Wachovia Securities and Wachovia Bank April 1999 - February 2002
J.P. Morgan July 1991 - February 1999
All Angels' Episcopal Church 1997 - January 1999
Skills
Series 7, Series 63, Financial Forecasting, Capital Structure, Credit, Banking, Series 79
Education
J.P. Morgan Finance Program 1995 — 1995
Dartmouth College 1987 — 1991
Bachelor of Arts, Romance Languages, French and Spanish
The Lovett School 1982 — 1987
diploma
Ana Valladares's J.P. Morgan Experience July 2014 - Present
Job Administrative Assistant at JPMorgan Chase
Industry Information Technology and Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2011 - July 2014
Swiss Post Solutions, Inc. January 2009 - June 2011
Skills
Microsoft Office 2007, Administrative..., Office Management, Lotus Notes, Spreadsheets, Outlook, Office Administration, Travel Arrangements, Data Entry, Calendaring, Access, Fax, Microsoft Excel, Confidentiality, Calendars, PowerPoint
Education
CUNY Medgar Evers College 2005 — 2008
Associate's degree, Business Administration, Management and Operations
J.P. Morgan July 2014 - Present
J.P. Morgan June 2011 - July 2014
Swiss Post Solutions, Inc. January 2009 - June 2011
Skills
Microsoft Office 2007, Administrative..., Office Management, Lotus Notes, Spreadsheets, Outlook, Office Administration, Travel Arrangements, Data Entry, Calendaring, Access, Fax, Microsoft Excel, Confidentiality, Calendars, PowerPoint
Education
CUNY Medgar Evers College 2005 — 2008
Associate's degree, Business Administration, Management and Operations
Eric Bintner Eric Bintner's J.P. Morgan Experience May 2011 - Present
Job HTML5 & Javascript Animator at Macy's
Industry Graphic Design
Experience
J.P. Morgan May 2011 - Present
Macys.com March 2011 - Present
Pratt Institute January 2011 - Present
ericbintner.com November 2007 - Present
Skills
JavaScript, HTML 5, Interaction Design, After Effects, Flash, Dreamweaver, Motion Graphics, Animation, Art, Graphics, Adobe Creative Suite, Sculpture, Computer Animation
Education
Cranbrook Academy of Art 2005 — 2007
MFA, 2D Design
Missouri State University 1999 — 2005
BFA, Computer Animation / Sculpture
J.P. Morgan May 2011 - Present
Macys.com March 2011 - Present
Pratt Institute January 2011 - Present
ericbintner.com November 2007 - Present
Skills
JavaScript, HTML 5, Interaction Design, After Effects, Flash, Dreamweaver, Motion Graphics, Animation, Art, Graphics, Adobe Creative Suite, Sculpture, Computer Animation
Education
Cranbrook Academy of Art 2005 — 2007
MFA, 2D Design
Missouri State University 1999 — 2005
BFA, Computer Animation / Sculpture
Shaun Trought Shaun Trought's J.P. Morgan Experience February 2001 - April 2002
Job Terminal Manager at TLD Logistics
Industry Logistics and Supply Chain
Experience
TLD Logistics November 2013 - Present
Worldwide ISCS March 2008 - October 2013
GYPSUM EXPRESS June 2007 - March 2008
Bo-Mark Transport July 2006 - February 2007
Schneider National October 2003 - July 2006
Chatham County November 2002 - October 2003
J.P. Morgan February 2001 - April 2002
Urban Fetch August 1999 - January 2001
Skills
Management, Supervision, Customer Service, Dispatching, Office Administration, Red Prairie, Microsoft Office, Sales, Inventory Management, Process Improvement
Education
CUNY New York City College of Technology 1994 — 1997
Computer Information Systems
TLD Logistics November 2013 - Present
Worldwide ISCS March 2008 - October 2013
GYPSUM EXPRESS June 2007 - March 2008
Bo-Mark Transport July 2006 - February 2007
Schneider National October 2003 - July 2006
Chatham County November 2002 - October 2003
J.P. Morgan February 2001 - April 2002
Urban Fetch August 1999 - January 2001
Skills
Management, Supervision, Customer Service, Dispatching, Office Administration, Red Prairie, Microsoft Office, Sales, Inventory Management, Process Improvement
Education
CUNY New York City College of Technology 1994 — 1997
Computer Information Systems
Daphne Chen's J.P. Morgan Experience January 2015 - Present
Job Executive Director at J.P.Morgan
Industry Banking
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan August 2007 - January 2015
The Bank of New York Mellon August 2006 - August 2007
Bank of America September 2005 - July 2006
Dresdner Kleinwort Wasserstein (now Commerzbank) November 2004 - August 2005
CALYON (now Credit Agricole) August 2000 - November 2004
Norinchukin Bank August 1999 - July 2000
Japan Exchange and Teaching (JET) Programme July 1997 - July 1999
Skills
Banking, Conflicts, Reputation Risk, Regulatory Risk, Insider Trading, Project Staffing, Employee Training, Operational Risk..., Securities, AML, Anti Money Laundering, Regulations, Auditing, Bank Secrecy Act, Loans, Financial Services, Compliance, Fraud Investigations, Fraud, Operational Risk, Due Diligence, Financial Risk
Education
New York Law School 2001 — 2005
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Dartmouth College 1993 — 1997
BA, Economics
J.P. Morgan January 2015 - Present
J.P. Morgan August 2007 - January 2015
The Bank of New York Mellon August 2006 - August 2007
Bank of America September 2005 - July 2006
Dresdner Kleinwort Wasserstein (now Commerzbank) November 2004 - August 2005
CALYON (now Credit Agricole) August 2000 - November 2004
Norinchukin Bank August 1999 - July 2000
Japan Exchange and Teaching (JET) Programme July 1997 - July 1999
Skills
Banking, Conflicts, Reputation Risk, Regulatory Risk, Insider Trading, Project Staffing, Employee Training, Operational Risk..., Securities, AML, Anti Money Laundering, Regulations, Auditing, Bank Secrecy Act, Loans, Financial Services, Compliance, Fraud Investigations, Fraud, Operational Risk, Due Diligence, Financial Risk
Education
New York Law School 2001 — 2005
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Dartmouth College 1993 — 1997
BA, Economics
Doug Hayes Doug Hayes's J.P. Morgan Experience 2009 - 2010
Job CEO at Junto Health
Industry Venture Capital & Private Equity
Experience
Junto Health July 2015 - Present
Blueprint Health LLC 2013 - June 2015
Socratic Labs 2013 - 2013
2U 2012 - 2012
Mousse Partners 2010 - 2012
J.P. Morgan 2009 - 2010
Investor Group Services (IGS) 2007 - 2007
Skills
Start-ups, Strategic Partnerships, Strategy, Entrepreneurship, Business Development, Investments, Mergers & Acquisitions, Program Management, Open Innovation, Innovation Management, Marketing, Venture Capital, Valuation, Financial Analysis, Business Strategy, Project Management, Leadership, Educational Technology, Financial Modeling, E-Learning, Private Equity, Alternative Investments, Finance, Analysis, Networking, Hedge Funds, Competitive Analysis, Corporate Finance, Due Diligence, Market Research, Equities, Product Development, Fundraising, Management, Portfolio Management, CRM, VBA, Lead Generation, Corporate Development, Strategic Planning, Industry Analysis, Higher Education, Emerging Markets, Product Marketing, Fixed Income
Education
Dartmouth College
Junto Health July 2015 - Present
Blueprint Health LLC 2013 - June 2015
Socratic Labs 2013 - 2013
2U 2012 - 2012
Mousse Partners 2010 - 2012
J.P. Morgan 2009 - 2010
Investor Group Services (IGS) 2007 - 2007
Skills
Start-ups, Strategic Partnerships, Strategy, Entrepreneurship, Business Development, Investments, Mergers & Acquisitions, Program Management, Open Innovation, Innovation Management, Marketing, Venture Capital, Valuation, Financial Analysis, Business Strategy, Project Management, Leadership, Educational Technology, Financial Modeling, E-Learning, Private Equity, Alternative Investments, Finance, Analysis, Networking, Hedge Funds, Competitive Analysis, Corporate Finance, Due Diligence, Market Research, Equities, Product Development, Fundraising, Management, Portfolio Management, CRM, VBA, Lead Generation, Corporate Development, Strategic Planning, Industry Analysis, Higher Education, Emerging Markets, Product Marketing, Fixed Income
Education
Dartmouth College
Bryce Wied Bryce Wied's J.P. Morgan Experience September 2015 - Present
Job Financial Operations Fall Analyst at J.P. Morgan
Industry Financial Services
Experience
OFW Organisationsforum Wirtschaftskongress gemeinnützige GmbH September 2015 - Present
J.P. Morgan September 2015 - Present
U.S. Department of State August 2015 - Present
The Trump Factor: It's All About Business June 2015 - Present
J.P. Morgan June 2015 - August 2015
Benjamin A. Gilman September 2014 - June 2015
UBS September 2013 - June 2014
Alya Capital June 2013 - January 2014
Ditto Advertising October 2012 - May 2013
The Hive August 2011 - June 2012
Skills
Public Speaking, Customer Service, Nonprofits, Marketing Strategy, Negotiation, Problem Solving, Sales, Team Leadership, Social Media Marketing, Critical Thinking, Management, Valuation, Real Estate, Finance, Financial Modeling, Financial Analysis, Investments, Investment Banking
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance, Senior
Budapest Corvinus University 2014 — 2014
International Finance
OFW Organisationsforum Wirtschaftskongress gemeinnützige GmbH September 2015 - Present
J.P. Morgan September 2015 - Present
U.S. Department of State August 2015 - Present
The Trump Factor: It's All About Business June 2015 - Present
J.P. Morgan June 2015 - August 2015
Benjamin A. Gilman September 2014 - June 2015
UBS September 2013 - June 2014
Alya Capital June 2013 - January 2014
Ditto Advertising October 2012 - May 2013
The Hive August 2011 - June 2012
Skills
Public Speaking, Customer Service, Nonprofits, Marketing Strategy, Negotiation, Problem Solving, Sales, Team Leadership, Social Media Marketing, Critical Thinking, Management, Valuation, Real Estate, Finance, Financial Modeling, Financial Analysis, Investments, Investment Banking
Education
DePaul University 2012 — 2016
Bachelor of Science (B.S.), Finance, Senior
Budapest Corvinus University 2014 — 2014
International Finance
Emily (Yang) Zhao Emily (Yang) Zhao's J.P. Morgan Experience June 2015 - July 2015
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
Tuck School of Business at Dartmouth College October 2014 - December 2014
Guosen Securities January 2014 - March 2014
ChinaVenture August 2013 - August 2013
McKinsey & Company June 2013 - July 2013
miniEnterprize July 2010 - November 2011
Skills
Communication, Social Media, PowerPoint, Marketing, Market Research, Economics, Investments, Marketing Management, Data Analysis
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Art History
J.P. Morgan June 2015 - July 2015
Tuck School of Business at Dartmouth College October 2014 - December 2014
Guosen Securities January 2014 - March 2014
ChinaVenture August 2013 - August 2013
McKinsey & Company June 2013 - July 2013
miniEnterprize July 2010 - November 2011
Skills
Communication, Social Media, PowerPoint, Marketing, Market Research, Economics, Investments, Marketing Management, Data Analysis
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Art History
Jennifer Attard Jennifer Attard's J.P. Morgan Experience May 2014 - Present
Job Alerts Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan May 2014 - Present
World Famous Comic Strip Live Comedy Club March 2008 - May 2014
Chocolat Michel Cluizel October 2005 - March 2008
Skills
Microsoft Office, Customer Service, Retail, Sales, Microsoft Word, Social Media, Microsoft Excel, SharePoint, KYC, Business Objects, Dreamweaver, LexisNexis, Halo, Management
Education
CUNY New York City College of Technology 1998 — 2002
Bachelor of Science (BS), Management
J.P. Morgan May 2014 - Present
J.P. Morgan May 2014 - Present
World Famous Comic Strip Live Comedy Club March 2008 - May 2014
Chocolat Michel Cluizel October 2005 - March 2008
Skills
Microsoft Office, Customer Service, Retail, Sales, Microsoft Word, Social Media, Microsoft Excel, SharePoint, KYC, Business Objects, Dreamweaver, LexisNexis, Halo, Management
Education
CUNY New York City College of Technology 1998 — 2002
Bachelor of Science (BS), Management
Jake Hense's J.P. Morgan Experience October 2013 - December 2013
Job Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP September 2015 - Present
McGladrey June 2014 - August 2014
J.P. Morgan October 2013 - December 2013
Hense Brothers Lawn Service May 2009 - August 2013
Case and Roberts, P.C. May 2012 - January 2013
Strategem Inc January 2006 - April 2009
Skills
Accounting, Business Analysis, Microsoft Excel, Microsoft Office, Accounts Payable, Microsoft Word, Caseware Audit Software, IDEA, Customer Service, Finance, Time Management, Teamwork, Leadership, Analysis, Research, Social Media, PowerPoint
Education
Creighton University's Heider College of Business 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Rockhurst High School 2007 — 2011
High School
Grant Thornton LLP September 2015 - Present
McGladrey June 2014 - August 2014
J.P. Morgan October 2013 - December 2013
Hense Brothers Lawn Service May 2009 - August 2013
Case and Roberts, P.C. May 2012 - January 2013
Strategem Inc January 2006 - April 2009
Skills
Accounting, Business Analysis, Microsoft Excel, Microsoft Office, Accounts Payable, Microsoft Word, Caseware Audit Software, IDEA, Customer Service, Finance, Time Management, Teamwork, Leadership, Analysis, Research, Social Media, PowerPoint
Education
Creighton University's Heider College of Business 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Rockhurst High School 2007 — 2011
High School
Alexandra Jiang Alexandra Jiang's J.P. Morgan Experience July 2013 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Dartmouth College June 2011 - June 2012
Gridley & Company LLC September 2011 - December 2011
Skills
Data Analysis, Financial Modeling, Research, Bloomberg, Valuation, Investment Banking, Economics, Microsoft Excel, Securities, Analysis, Financial Analysis, Instruction, PowerPoint, Fixed Income
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics, French
Shrewsbury High School 2005 — 2009
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Dartmouth College June 2011 - June 2012
Gridley & Company LLC September 2011 - December 2011
Skills
Data Analysis, Financial Modeling, Research, Bloomberg, Valuation, Investment Banking, Economics, Microsoft Excel, Securities, Analysis, Financial Analysis, Instruction, PowerPoint, Fixed Income
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics, French
Shrewsbury High School 2005 — 2009
Todd Harrington Todd Harrington's J.P. Morgan Experience September 2005 - February 2008
Job VP Sr Interest Risk Specialist, A/LM, MSR
Industry Banking
Experience
Huntington National Bank March 2015 - Present
Regions Financial Corporation December 2012 - March 2015
USAA January 2012 - December 2012
RBC April 2011 - January 2012
Regions Financial Corporation March 2009 - April 2011
Huntington National Bank February 2008 - March 2009
J.P. Morgan September 2005 - February 2008
Education
The Ohio State University
Master of Business Administration (MBA), Finance
Cornell University School of Hotel Administration
Bachelor of Science (BS)
Huntington National Bank March 2015 - Present
Regions Financial Corporation December 2012 - March 2015
USAA January 2012 - December 2012
RBC April 2011 - January 2012
Regions Financial Corporation March 2009 - April 2011
Huntington National Bank February 2008 - March 2009
J.P. Morgan September 2005 - February 2008
Education
The Ohio State University
Master of Business Administration (MBA), Finance
Cornell University School of Hotel Administration
Bachelor of Science (BS)
Joe Steggs Joe Steggs's J.P. Morgan Experience August 2012 - June 2015
Job Small Business Specialist/Personal Banker at J.P. Morgan
Industry Retail
Experience
Mythic Home Theater March 2013 - Present
J.P. Morgan August 2012 - June 2015
Best Buy August 2011 - March 2012
Cornerstone University May 2010 - May 2011
Skills
Branch Banking, Retail Banking, Business Banking, Team Leadership, Strategic Leadership, Employee Training, Sales Management, Direct Sales, Sales Presentations, Home Theater, Owner-managed businesses
Education
Cornerstone University 2008 — 2011
Film Editing and Sound Design
Mythic Home Theater March 2013 - Present
J.P. Morgan August 2012 - June 2015
Best Buy August 2011 - March 2012
Cornerstone University May 2010 - May 2011
Skills
Branch Banking, Retail Banking, Business Banking, Team Leadership, Strategic Leadership, Employee Training, Sales Management, Direct Sales, Sales Presentations, Home Theater, Owner-managed businesses
Education
Cornerstone University 2008 — 2011
Film Editing and Sound Design
Alexandra Araiza's J.P. Morgan Experience October 2010 - September 2011
Job Social Media Ambassador for Skip The Hire
Industry Public Policy
Experience
Skip the Hire July 2015 - Present
Skip the Hire March 2015 - Present
LBJ School of Public Affairs May 2012 - May 2014
U.S. Department of State June 2013 - August 2013
Law offices of Douglas Booth January 2012 - May 2012
Joaquin Castro For Congress October 2011 - January 2012
J.P. Morgan October 2010 - September 2011
Skills
Policy Analysis, Public Policy, International Relations, Political Science, Foreign Policy, Politics, International Law, Political Campaigns, Nonprofits, Public Speaking, Community Outreach, Social Media, Program Evaluation, Qualitative Research, Data Analysis, Policy, Research
Education
The University of Texas at Austin 2012 — 2014
Master of Global Policy Studies, Security, Law and Diplomacy
Dartmouth College 2005 — 2009
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Skip the Hire July 2015 - Present
Skip the Hire March 2015 - Present
LBJ School of Public Affairs May 2012 - May 2014
U.S. Department of State June 2013 - August 2013
Law offices of Douglas Booth January 2012 - May 2012
Joaquin Castro For Congress October 2011 - January 2012
J.P. Morgan October 2010 - September 2011
Skills
Policy Analysis, Public Policy, International Relations, Political Science, Foreign Policy, Politics, International Law, Political Campaigns, Nonprofits, Public Speaking, Community Outreach, Social Media, Program Evaluation, Qualitative Research, Data Analysis, Policy, Research
Education
The University of Texas at Austin 2012 — 2014
Master of Global Policy Studies, Security, Law and Diplomacy
Dartmouth College 2005 — 2009
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Brian Orlando Brian Orlando's J.P. Morgan Experience December 2006 - December 2011
Job Senior Vice President Oil and Gas Group, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
UBS December 2011 - September 2015
J.P. Morgan December 2006 - December 2011
KPMG US February 2005 - December 2006
Skills
Investment Banking, Corporate Finance, Portfolio Management, Structured Finance, Capital Markets, Strategic Planning, Mergers, Business Acquisition..., Risk Management, Due Diligence, Financial Modeling, Financial Analysis, Business Valuation, Credit Risk, Financial Risk, Financial Accounting, Private Equity, Capital Raising, Public Companies
Education
The University of Texas at Dallas 2004 — 2007
Master's degree, Accounting
Creighton University 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Nebraska-Lincoln 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch September 2015 - Present
UBS December 2011 - September 2015
J.P. Morgan December 2006 - December 2011
KPMG US February 2005 - December 2006
Skills
Investment Banking, Corporate Finance, Portfolio Management, Structured Finance, Capital Markets, Strategic Planning, Mergers, Business Acquisition..., Risk Management, Due Diligence, Financial Modeling, Financial Analysis, Business Valuation, Credit Risk, Financial Risk, Financial Accounting, Private Equity, Capital Raising, Public Companies
Education
The University of Texas at Dallas 2004 — 2007
Master's degree, Accounting
Creighton University 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
University of Nebraska-Lincoln 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Drew Ackert Drew Ackert's J.P. Morgan Experience October 1996 - June 1999
Job Managing Director at Foros
Industry Investment Banking
Experience
Foros April 2012 - Present
Goldman Sachs August 2002 - March 2012
J.P. Morgan October 1996 - June 1999
Skills
Mergers, Restructuring, Mergers & Acquisitions, Divestitures, Joint Ventures, Investment Banking, Corporate Finance, Capital Markets, M&A experience, Corporate Development, Emerging Markets, Private Equity, Private Placements, Investments
Education
Dartmouth College
Bachelor of Arts (B.A.)
Harvard Business School
Master of Business Administration (MBA)
Foros April 2012 - Present
Goldman Sachs August 2002 - March 2012
J.P. Morgan October 1996 - June 1999
Skills
Mergers, Restructuring, Mergers & Acquisitions, Divestitures, Joint Ventures, Investment Banking, Corporate Finance, Capital Markets, M&A experience, Corporate Development, Emerging Markets, Private Equity, Private Placements, Investments
Education
Dartmouth College
Bachelor of Arts (B.A.)
Harvard Business School
Master of Business Administration (MBA)
Naeem Charania Naeem Charania's J.P. Morgan Experience November 2012 - April 2015
Job Web Content Writer at Driven By Style LLC
Industry Financial Services
Experience
Driven By Style LLC April 2015 - Present
Z3NITH PHOTO August 2013 - Present
Prodew Inc March 2012 - Present
Nissan of Sacramento April 2015 - April 2015
J.P. Morgan November 2012 - April 2015
Solid Phone Deals September 2011 - October 2013
Rite Aid January 2011 - March 2012
Gwinnett Suzuki March 2011 - July 2011
MEHA Engineering Inc August 2010 - May 2011
MS Grocery Chevron September 2008 - March 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, AutoCAD, PowerPoint, Social Networking, Microsoft Word, Teamwork, Public Speaking, Photoshop, English, Fundraising, Community Outreach, Marketing, Program Management, Social Media, Leadership, Social Media Marketing, Team Leadership, Event Planning, Data Analysis, Facebook, Marketing Strategy, Time Management, Retail, Training, Nonprofits, Windows, Entrepreneurship, Photography, Inventory Management
Education
Kennesaw State University 2014 — 2014
Business, Management, Marketing
Georgia Perimeter College 2011 — 2013
International Business and Marketing
Northview High School 2008 — 2011
Dual Diploma, Career Technology
Seven Lakes High School 2007 — 2008
Cosumnes River College
Finance, General
Driven By Style LLC April 2015 - Present
Z3NITH PHOTO August 2013 - Present
Prodew Inc March 2012 - Present
Nissan of Sacramento April 2015 - April 2015
J.P. Morgan November 2012 - April 2015
Solid Phone Deals September 2011 - October 2013
Rite Aid January 2011 - March 2012
Gwinnett Suzuki March 2011 - July 2011
MEHA Engineering Inc August 2010 - May 2011
MS Grocery Chevron September 2008 - March 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, AutoCAD, PowerPoint, Social Networking, Microsoft Word, Teamwork, Public Speaking, Photoshop, English, Fundraising, Community Outreach, Marketing, Program Management, Social Media, Leadership, Social Media Marketing, Team Leadership, Event Planning, Data Analysis, Facebook, Marketing Strategy, Time Management, Retail, Training, Nonprofits, Windows, Entrepreneurship, Photography, Inventory Management
Education
Kennesaw State University 2014 — 2014
Business, Management, Marketing
Georgia Perimeter College 2011 — 2013
International Business and Marketing
Northview High School 2008 — 2011
Dual Diploma, Career Technology
Seven Lakes High School 2007 — 2008
Cosumnes River College
Finance, General
Anastasia Smith's J.P. Morgan Experience July 2015 - Present
Job Project Manager at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Vanguard September 2013 - July 2015
Market Street Trust Company July 2010 - September 2013
Market Street Trust Company March 2007 - July 2010
Skills
Microsoft Excel, Microsoft Word, Market Research, Data Analysis, Microsoft Office, Project Management, Financial Reporting, Accounting, Event Planning, Access, Process Improvement, QuickBooks, Accounts Receivable, Investments, Due Diligence, Cash Flow, Accounts Payable, Financial Accounting, Account Reconciliation, General Ledger, Economics, Portfolio Management, Research, Pivot Tables, Bloomberg Terminal, Tax Accounting, Bloomberg, Accruals, Mutual Funds, Asset Allocation, Balance Sheet, High Net Worth...
Education
Elmira College 2007 — 2010
Bachelor of Science, Accounting
Corning Community College 2001 — 2003
Associate's degree, Business Administration and Management, General
J.P. Morgan July 2015 - Present
Vanguard September 2013 - July 2015
Market Street Trust Company July 2010 - September 2013
Market Street Trust Company March 2007 - July 2010
Skills
Microsoft Excel, Microsoft Word, Market Research, Data Analysis, Microsoft Office, Project Management, Financial Reporting, Accounting, Event Planning, Access, Process Improvement, QuickBooks, Accounts Receivable, Investments, Due Diligence, Cash Flow, Accounts Payable, Financial Accounting, Account Reconciliation, General Ledger, Economics, Portfolio Management, Research, Pivot Tables, Bloomberg Terminal, Tax Accounting, Bloomberg, Accruals, Mutual Funds, Asset Allocation, Balance Sheet, High Net Worth...
Education
Elmira College 2007 — 2010
Bachelor of Science, Accounting
Corning Community College 2001 — 2003
Associate's degree, Business Administration and Management, General
Meixuan(Michelle) Yu Meixuan(Michelle) Yu's J.P. Morgan Experience October 2015 - October 2015
Job Finance Intern
Industry
Experience
Aflac May 2015 - Present
Creighton University January 2015 - Present
J.P. Morgan October 2015 - October 2015
新浪 May 2015 - May 2015
Creighton University August 2013 - January 2015
Skills
Marketing, Microsoft Office, SQL, Excel Models, Leadership
Education
Creighton University 2014 — 2018
Bachelor's degree, Finance, Accounting and Business Intelligence and Analytics, GPA 4.0
omaha christian academy 2011 — 2014
Aflac May 2015 - Present
Creighton University January 2015 - Present
J.P. Morgan October 2015 - October 2015
新浪 May 2015 - May 2015
Creighton University August 2013 - January 2015
Skills
Marketing, Microsoft Office, SQL, Excel Models, Leadership
Education
Creighton University 2014 — 2018
Bachelor's degree, Finance, Accounting and Business Intelligence and Analytics, GPA 4.0
omaha christian academy 2011 — 2014
Ned Kenney Ned Kenney's J.P. Morgan Experience June 2010 - April 2011
Job CoFounder & CEO at Laughable
Industry Entertainment
Experience
Laughable April 2015 - Present
WebMD July 2011 - January 2015
J.P. Morgan June 2010 - April 2011
J.P. Morgan Asset Management June 2009 - August 2009
Bridgewater Associates January 2009 - March 2009
Education
Dartmouth College 2006 — 2010
B.A., Government
Bronxville High School 2002 — 2006
Laughable April 2015 - Present
WebMD July 2011 - January 2015
J.P. Morgan June 2010 - April 2011
J.P. Morgan Asset Management June 2009 - August 2009
Bridgewater Associates January 2009 - March 2009
Education
Dartmouth College 2006 — 2010
B.A., Government
Bronxville High School 2002 — 2006
Noaman Ahmad Noaman Ahmad's J.P. Morgan Experience 1999 - 1999
Job Senior Vice President at Aon
Industry Financial Services
Experience
Aon 2013 - Present
Aon 2011 - 2013
Aon 2010 - 2010
Francisco Partners 2008 - 2010
Vestar Capital Partners October 2004 - June 2006
Bain & Company September 2001 - October 2004
J.P. Morgan 1999 - 1999
Skills
Corporate Development, Business Strategy, Private Equity, Corporate Finance, M&A experience, Investments, Capital Markets, Acquisition Integration, Financial Modeling, Valuation, Due Diligence, Mergers, Investment Banking, Venture Capital, LBO, Mergers & Acquisitions, Management Consulting, Portfolio Management
Education
Harvard Business School 2006 — 2008
MBA
Dartmouth College 1997 — 2001
AB
UWC 1989 — 1993
Aon 2013 - Present
Aon 2011 - 2013
Aon 2010 - 2010
Francisco Partners 2008 - 2010
Vestar Capital Partners October 2004 - June 2006
Bain & Company September 2001 - October 2004
J.P. Morgan 1999 - 1999
Skills
Corporate Development, Business Strategy, Private Equity, Corporate Finance, M&A experience, Investments, Capital Markets, Acquisition Integration, Financial Modeling, Valuation, Due Diligence, Mergers, Investment Banking, Venture Capital, LBO, Mergers & Acquisitions, Management Consulting, Portfolio Management
Education
Harvard Business School 2006 — 2008
MBA
Dartmouth College 1997 — 2001
AB
UWC 1989 — 1993
Jeffery Asiedu's J.P. Morgan Experience February 2012 - January 2015
Job BSA/AML Consultant
Industry Financial Services
Experience
Image & Likeness Studio March 2015 - Present
Confidential January 2015 - Present
J.P. Morgan February 2012 - January 2015
New York State Assembly January 2011 - May 2011
Education
Hunter College 2012 — 2014
Bachelor of Arts (B.A.), Political Science/Legal Studies
CUNY Bronx Community College 2009 — 2011
Associate of Arts (A.A.), Political Science and Government
Image & Likeness Studio March 2015 - Present
Confidential January 2015 - Present
J.P. Morgan February 2012 - January 2015
New York State Assembly January 2011 - May 2011
Education
Hunter College 2012 — 2014
Bachelor of Arts (B.A.), Political Science/Legal Studies
CUNY Bronx Community College 2009 — 2011
Associate of Arts (A.A.), Political Science and Government
David Fink David Fink's J.P. Morgan Experience June 2010 - August 2010
Job Investment Associate at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates September 2011 - Present
Dart Dorm Rentals July 2009 - June 2011
J.P. Morgan June 2010 - August 2010
Bridgewater Associates January 2010 - March 2010
G Core Capital June 2008 - August 2008
Education
Dartmouth College 2007 — 2011
BA, Economics, Summa Cum Laude
Bridgewater Associates September 2011 - Present
Dart Dorm Rentals July 2009 - June 2011
J.P. Morgan June 2010 - August 2010
Bridgewater Associates January 2010 - March 2010
G Core Capital June 2008 - August 2008
Education
Dartmouth College 2007 — 2011
BA, Economics, Summa Cum Laude
Marietta Gentles Crawford, CPRW Marietta Gentles Crawford, CPRW's J.P. Morgan Experience February 2012 - May 2013
Job Enterprising Technical Writer +Trainer | Motivating Personal Brand Strategist
Industry Writing and Editing
Experience
Pfizer May 2013 - Present
MGC Ink September 2011 - Present
Lifehack.org September 2014 - Present
Reach Personal Branding December 2013 - Present
J.P. Morgan February 2012 - May 2013
NYC Department of Citywide Administrative Services June 2010 - February 2012
NYC Department of Education April 2007 - June 2010
Macy's September 2006 - April 2007
Forest Laboratories October 2004 - September 2006
Forest Laboratories April 2003 - October 2004
Skills
Training, Technical Writing, Leadership Development, Personal Branding, Resume Writing, LinkedIn Profile..., Blogging, Copywriting, Human Resources, Change Management, SDLC, Management, Microsoft Office, Instructional Design, PeopleSoft, Customer Service, Instructor-led Training, SharePoint, PowerPoint, Online Marketing, Dreamweaver, Content Marketing, CSS, SEO copywriting, User Acceptance Testing, End User Training, Call Center, Needs Analysis, Captivate, Adobe eLearning Suite, Delivering Technical..., Interviews, ADDIE, Change Measurement, Oracle CRM, Core Competences, Software Documentation, Newsletters, Leadership, Editing, CRM, E-Learning, Social Media, Analysis, End User Documentation
Education
CUNY York College
Bachelor of Arts (B.A.), English
Pfizer May 2013 - Present
MGC Ink September 2011 - Present
Lifehack.org September 2014 - Present
Reach Personal Branding December 2013 - Present
J.P. Morgan February 2012 - May 2013
NYC Department of Citywide Administrative Services June 2010 - February 2012
NYC Department of Education April 2007 - June 2010
Macy's September 2006 - April 2007
Forest Laboratories October 2004 - September 2006
Forest Laboratories April 2003 - October 2004
Skills
Training, Technical Writing, Leadership Development, Personal Branding, Resume Writing, LinkedIn Profile..., Blogging, Copywriting, Human Resources, Change Management, SDLC, Management, Microsoft Office, Instructional Design, PeopleSoft, Customer Service, Instructor-led Training, SharePoint, PowerPoint, Online Marketing, Dreamweaver, Content Marketing, CSS, SEO copywriting, User Acceptance Testing, End User Training, Call Center, Needs Analysis, Captivate, Adobe eLearning Suite, Delivering Technical..., Interviews, ADDIE, Change Measurement, Oracle CRM, Core Competences, Software Documentation, Newsletters, Leadership, Editing, CRM, E-Learning, Social Media, Analysis, End User Documentation
Education
CUNY York College
Bachelor of Arts (B.A.), English
Jessica Likovich's J.P. Morgan Experience June 2013 - August 2013
Job Financial Sales and Analytics at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2014 - Present
J.P. Morgan June 2013 - August 2013
Merrill Lynch December 2012 - March 2013
Education
Dartmouth College 2010 — 2014
Bachelor's degree, Economics
Bronxville High School 2006 — 2010
Bloomberg LP August 2014 - Present
J.P. Morgan June 2013 - August 2013
Merrill Lynch December 2012 - March 2013
Education
Dartmouth College 2010 — 2014
Bachelor's degree, Economics
Bronxville High School 2006 — 2010
Rodney Stusse Rodney Stusse's J.P. Morgan Experience May 2012 - Present
Job Business Analyst II
Industry Financial Services
Experience
J.P. Morgan May 2012 - Present
DriveTime February 2010 - March 2012
Ascension Capital Group, Inc. 2008 - 2010
HSBC 2004 - 2008
HSBC November 2006 - April 2007
Skills
Call Centers, Process Improvement, Management, Analysis, Banking, Finance, Business Analysis, Risk Management, Project Management, Microsoft Excel, Change Management, Performance Management, Databases, Portfolio Management, Business Process..., Financial Services, Data Analysis, Training, Customer Service, Management Consulting, Retail Banking, Team Management, Vendor Management, Reporting & Analysis, Microsoft SQL Server, Database Administration, Dialer Management, Quality Assurance, Process Management, Bankruptcy, Six Sigma, SharePoint, Microsoft Servers, Team Building, Leadership, Credit, Team Leadership, SAS Programming
Education
Dallas Baptist University 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Center for Creative Leadership 2010 — 2011
Executive Leadership, Management
J.P. Morgan May 2012 - Present
DriveTime February 2010 - March 2012
Ascension Capital Group, Inc. 2008 - 2010
HSBC 2004 - 2008
HSBC November 2006 - April 2007
Skills
Call Centers, Process Improvement, Management, Analysis, Banking, Finance, Business Analysis, Risk Management, Project Management, Microsoft Excel, Change Management, Performance Management, Databases, Portfolio Management, Business Process..., Financial Services, Data Analysis, Training, Customer Service, Management Consulting, Retail Banking, Team Management, Vendor Management, Reporting & Analysis, Microsoft SQL Server, Database Administration, Dialer Management, Quality Assurance, Process Management, Bankruptcy, Six Sigma, SharePoint, Microsoft Servers, Team Building, Leadership, Credit, Team Leadership, SAS Programming
Education
Dallas Baptist University 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Center for Creative Leadership 2010 — 2011
Executive Leadership, Management
Justin Partyka's J.P. Morgan Experience September 2015 - Present
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2015 - Present
J.P. Morgan June 2015 - July 2015
Boston Private Bank & Trust June 2014 - August 2014
Education
Dartmouth College 2014 — 2017
Bachelor of Engineering (BE), Electrical Engineering
Hobart and William Smith Colleges 2012 — 2016
Bachelor of Arts (BA), Physics, Economics
Middlesex School 2009 — 2012
J.P. Morgan September 2015 - Present
J.P. Morgan June 2015 - July 2015
Boston Private Bank & Trust June 2014 - August 2014
Education
Dartmouth College 2014 — 2017
Bachelor of Engineering (BE), Electrical Engineering
Hobart and William Smith Colleges 2012 — 2016
Bachelor of Arts (BA), Physics, Economics
Middlesex School 2009 — 2012
Peter Roberts Peter Roberts's J.P. Morgan Experience October 1982 - July 1984
Job Human Capital Expert|Business Strategist
Industry Commercial Real Estate
Experience
Spencer Stuart January 2015 - Present
Jones Lang LaSalle January 2013 - June 2013
Jones Lang LaSalle January 2001 - June 2013
Jones Lang LaSalle January 2003 - December 2012
Jones Lang LaSalle January 2002 - December 2002
Jones Lang LaSalle January 2001 - December 2001
Jones Lang LaSalle March 1999 - December 2000
Jones Lang LaSalle June 1993 - March 1999
Jones Lang LaSalle September 1986 - May 1993
J.P. Morgan October 1982 - July 1984
Skills
Mergers & Acquisitions, Leadership, Real Estate, Negotiation, New Business Development, Management, Strategy, Business Development, Public Speaking, Tenant Representation, Commercial Real Estate, Finance, Due Diligence, Team Building, Strategic Planning, Manage Client..., Location Intelligence, CRM, Performance Management, Disposition, Selling, Strategy Development..., Communication, Selling and Financing..., Building Culture
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), General Management
Dartmouth College 1978 — 1982
Bachelor of Arts (B.A.), Economics, Magna cum Laude with Distinction
Spencer Stuart January 2015 - Present
Jones Lang LaSalle January 2013 - June 2013
Jones Lang LaSalle January 2001 - June 2013
Jones Lang LaSalle January 2003 - December 2012
Jones Lang LaSalle January 2002 - December 2002
Jones Lang LaSalle January 2001 - December 2001
Jones Lang LaSalle March 1999 - December 2000
Jones Lang LaSalle June 1993 - March 1999
Jones Lang LaSalle September 1986 - May 1993
J.P. Morgan October 1982 - July 1984
Skills
Mergers & Acquisitions, Leadership, Real Estate, Negotiation, New Business Development, Management, Strategy, Business Development, Public Speaking, Tenant Representation, Commercial Real Estate, Finance, Due Diligence, Team Building, Strategic Planning, Manage Client..., Location Intelligence, CRM, Performance Management, Disposition, Selling, Strategy Development..., Communication, Selling and Financing..., Building Culture
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), General Management
Dartmouth College 1978 — 1982
Bachelor of Arts (B.A.), Economics, Magna cum Laude with Distinction
Joseph Langer Joseph Langer's J.P. Morgan Experience July 2013 - Present
Job Analyst
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Canadian Blood Services May 2012 - August 2012
Dalhousie University May 2012 - August 2012
JPMorgan Chase September 2011 - December 2011
MARIN January 2011 - April 2011
JP Morgan June 2010 - August 2010
JP Morgan June 2009 - August 2009
Skills
Operations Research, Arena Simulation..., Linear Programming, VBA, Industrial Engineering, Data Analysis, Microsoft Excel, Minitab, Optimization, Project Management, Microsoft Office, Simulations, Regulatory Analysis, Statistical Modeling, Technical Writing, Integer Programming, Python, Probability, Mathematics, C, Metaheuristics, Nonlinear Optimization, Discrete Event...
Education
Dalhousie University 2008 — 2013
Bachelor of Science (BSc), Industrial Engineering
Watchung Hills 2004 — 2008
J.P. Morgan July 2013 - Present
Canadian Blood Services May 2012 - August 2012
Dalhousie University May 2012 - August 2012
JPMorgan Chase September 2011 - December 2011
MARIN January 2011 - April 2011
JP Morgan June 2010 - August 2010
JP Morgan June 2009 - August 2009
Skills
Operations Research, Arena Simulation..., Linear Programming, VBA, Industrial Engineering, Data Analysis, Microsoft Excel, Minitab, Optimization, Project Management, Microsoft Office, Simulations, Regulatory Analysis, Statistical Modeling, Technical Writing, Integer Programming, Python, Probability, Mathematics, C, Metaheuristics, Nonlinear Optimization, Discrete Event...
Education
Dalhousie University 2008 — 2013
Bachelor of Science (BSc), Industrial Engineering
Watchung Hills 2004 — 2008
Hannon Sparks, CSSGB, ITIL, CSM, MBA Hannon Sparks, CSSGB, ITIL, CSM, MBA's J.P. Morgan Experience February 2006 - September 2008
Job Seeking employment in Project Management, Business Analysis, or Consulting
Industry Information Technology and Services
Experience
Halliburton January 2014 - April 2015
US Small Business Administration September 2012 - August 2013
CareerBuilder.com October 2011 - July 2012
US Small Business Administration June 2011 - November 2011
Independent Consulting--Contract Basis 2009 - 2011
BBVA Compass September 2008 - July 2009
J.P. Morgan February 2006 - September 2008
Fun and Fabulous Home Furnishings 2006 - 2007
Birdville Independent School District October 2001 - 2006
Cbeyond January 2003 - July 2003
Education
Dallas Baptist University 2007 — 2010
MBA, *Dual concentration in Technology & Engineering Management and Accounting (24 hours in Acct)
Texas A&M University 2008 — 2010
International Affairs
University of North Texas 2000 — 2002
BA, Communication Studies / Rhetoric
Halliburton January 2014 - April 2015
US Small Business Administration September 2012 - August 2013
CareerBuilder.com October 2011 - July 2012
US Small Business Administration June 2011 - November 2011
Independent Consulting--Contract Basis 2009 - 2011
BBVA Compass September 2008 - July 2009
J.P. Morgan February 2006 - September 2008
Fun and Fabulous Home Furnishings 2006 - 2007
Birdville Independent School District October 2001 - 2006
Cbeyond January 2003 - July 2003
Education
Dallas Baptist University 2007 — 2010
MBA, *Dual concentration in Technology & Engineering Management and Accounting (24 hours in Acct)
Texas A&M University 2008 — 2010
International Affairs
University of North Texas 2000 — 2002
BA, Communication Studies / Rhetoric
Pat Power Pat Power's J.P. Morgan Experience March 2010 - October 2013
Job Senior Relationship Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase October 2013 - Present
J.P. Morgan March 2010 - October 2013
J.P. Morgan February 2007 - March 2010
J.P. Morgan September 2002 - February 2007
J.P. Morgan July 2000 - September 2002
J.P. Morgan December 1998 - July 2000
J.P. Morgan February 1996 - December 1998
J.P. Morgan January 1987 - February 1996
Skills
Investment Banking, Financial Services, Series 7, Series 66, Wealth Management, Capital Markets, Commercial Lending, Series 9, Series 10, Series 23, Asset Management, Credit, Management, Banking
Education
University of Kansas - Graduate School of Business 1985 — 1986
MBA, Finance
Creighton University 1980 — 1984
BSBA, Accounting & Finance
JPMorgan Chase October 2013 - Present
J.P. Morgan March 2010 - October 2013
J.P. Morgan February 2007 - March 2010
J.P. Morgan September 2002 - February 2007
J.P. Morgan July 2000 - September 2002
J.P. Morgan December 1998 - July 2000
J.P. Morgan February 1996 - December 1998
J.P. Morgan January 1987 - February 1996
Skills
Investment Banking, Financial Services, Series 7, Series 66, Wealth Management, Capital Markets, Commercial Lending, Series 9, Series 10, Series 23, Asset Management, Credit, Management, Banking
Education
University of Kansas - Graduate School of Business 1985 — 1986
MBA, Finance
Creighton University 1980 — 1984
BSBA, Accounting & Finance
Alexandra Luciano Alexandra Luciano's J.P. Morgan Experience January 2014 - Present
Job Administrative Assistant at Abyssinian Development Corporation
Industry Financial Services
Experience
Abyssinian Development Corporation November 2014 - Present
J.P. Morgan January 2014 - Present
Year Up September 2013 - Present
Skills
Organization, Business Communications, Meeting Planning, Proposal Writing, Resume Writing, Editing, Creative Writing, Microsoft Word, Financial Operations, Microsoft Excel, Project Management, Project Delivery, PowerPoint, Prezi, Kofax, PDF Creator
Education
CUNY Medgar Evers College 2012 — 2013
Cardinal Spellman High School 2007 — 2011
Abyssinian Development Corporation November 2014 - Present
J.P. Morgan January 2014 - Present
Year Up September 2013 - Present
Skills
Organization, Business Communications, Meeting Planning, Proposal Writing, Resume Writing, Editing, Creative Writing, Microsoft Word, Financial Operations, Microsoft Excel, Project Management, Project Delivery, PowerPoint, Prezi, Kofax, PDF Creator
Education
CUNY Medgar Evers College 2012 — 2013
Cardinal Spellman High School 2007 — 2011
Alexi Farmakis's J.P. Morgan Experience May 2013 - August 2013
Job Strategy and Analytics Consultant at IBM
Industry Management Consulting
Experience
IBM August 2014 - Present
J.P. Morgan May 2013 - August 2013
Blue Buffalo Co May 2011 - July 2011
Education
The College of William and Mary 2010 — 2014
B.B.A., Marketing, Psychology, Cum Laude
Budapesti Corvinus Egyetem
Study Abroad Summer 2012
Wilton High School 2006 — 2010
IBM August 2014 - Present
J.P. Morgan May 2013 - August 2013
Blue Buffalo Co May 2011 - July 2011
Education
The College of William and Mary 2010 — 2014
B.B.A., Marketing, Psychology, Cum Laude
Budapesti Corvinus Egyetem
Study Abroad Summer 2012
Wilton High School 2006 — 2010
Lahni Venable Lahni Venable's J.P. Morgan Experience September 2013 - Present
Job Marketing Strategist | Strategic Communications | Social Media | Social Intelligence | Brand Identity
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Free Agent, Marketing Strategy, Communications January 2013 - August 2013
Wells Fargo 2010 - 2012
J.P. Morgan Worldwide Securities Services January 2008 - April 2010
J.P. Morgan December 2005 - December 2007
Bank One May 1998 - December 2005
The M/A/R/C Group 1993 - 1998
Skills
Marketing Strategy, Marketing Communications, Market Research, Product Marketing, Marketing Management, Strategic Communications, Internal Communications, Crisis Communications, Emotional Intelligence, Marketing Research, Qualitative Research, Team Leadership, Cross-functional Team..., Advertising, Change Management, Program Management, Project Management, Global Marketing, Fund Accounting, Pension Funds, Budget Process, Budget Setting, Management Consulting, Treasury Management, Customer Experience, Customer Experience..., Social Intelligence, Social Media Marketing, Asset Management, Direct Marketing, Leadership, Strategic Planning, Strategy, Project Planning, Budgets, CRM, Digital Marketing, Segmentation, Coaching, Management, Marketing, Mergers & Acquisitions, Financial Services, Sales, Process Improvement, Training, Competitive Analysis, B2B Marketing, Business Development, Analytics
Education
Dallas Baptist University
BA and BS, Major: Marketing; Minor: English
J.P. Morgan September 2013 - Present
Free Agent, Marketing Strategy, Communications January 2013 - August 2013
Wells Fargo 2010 - 2012
J.P. Morgan Worldwide Securities Services January 2008 - April 2010
J.P. Morgan December 2005 - December 2007
Bank One May 1998 - December 2005
The M/A/R/C Group 1993 - 1998
Skills
Marketing Strategy, Marketing Communications, Market Research, Product Marketing, Marketing Management, Strategic Communications, Internal Communications, Crisis Communications, Emotional Intelligence, Marketing Research, Qualitative Research, Team Leadership, Cross-functional Team..., Advertising, Change Management, Program Management, Project Management, Global Marketing, Fund Accounting, Pension Funds, Budget Process, Budget Setting, Management Consulting, Treasury Management, Customer Experience, Customer Experience..., Social Intelligence, Social Media Marketing, Asset Management, Direct Marketing, Leadership, Strategic Planning, Strategy, Project Planning, Budgets, CRM, Digital Marketing, Segmentation, Coaching, Management, Marketing, Mergers & Acquisitions, Financial Services, Sales, Process Improvement, Training, Competitive Analysis, B2B Marketing, Business Development, Analytics
Education
Dallas Baptist University
BA and BS, Major: Marketing; Minor: English
Lou Agins Lou Agins's J.P. Morgan Experience 1985 - 1992
Job President at Better Health
Industry Health, Wellness and Fitness
Experience
Better Health August 2004 - Present
Carr Futures 1997 - 2000
Chicago Board of Trade 1983 - 2000
HSBC Futures 1993 - 1997
J.P. Morgan 1985 - 1992
Skills
Trading, Options, Risk Management, Derivatives, Compliance, Analysis, Research, Commodities, Customer Relations, Customer Service, PowerPoint, Microsoft Office, Word, Electronic Trading, Commodity, Strategic Planning, Team Building, Trading Systems, Financial Markets, Fixed Income, Marketing, Sales, Insurance, Executive Management, Technical Analysis, Finance, Hedge Funds, Financial Services, Leadership, Public Speaking, Alternative Investments, Asset Management, Investments, Equity Trading, Management
Education
Loyola University Chicago 1977 — 1981
BA, History
American Military University
Intelligence Studies, Terrorism
Creighton University
Niles North
Better Health August 2004 - Present
Carr Futures 1997 - 2000
Chicago Board of Trade 1983 - 2000
HSBC Futures 1993 - 1997
J.P. Morgan 1985 - 1992
Skills
Trading, Options, Risk Management, Derivatives, Compliance, Analysis, Research, Commodities, Customer Relations, Customer Service, PowerPoint, Microsoft Office, Word, Electronic Trading, Commodity, Strategic Planning, Team Building, Trading Systems, Financial Markets, Fixed Income, Marketing, Sales, Insurance, Executive Management, Technical Analysis, Finance, Hedge Funds, Financial Services, Leadership, Public Speaking, Alternative Investments, Asset Management, Investments, Equity Trading, Management
Education
Loyola University Chicago 1977 — 1981
BA, History
American Military University
Intelligence Studies, Terrorism
Creighton University
Niles North
Amanda Geduld's J.P. Morgan Experience July 2011 - August 2011
Job Student at Dartmouth College
Industry Writing and Editing
Experience
Good Morning America June 2015 - Present
Legal Aid Society June 2014 - August 2014
Dartmouth College June 2013 - June 2014
UN Watch January 2013 - March 2013
Dartmouth College January 2012 - November 2012
New York State Unified Court System June 2012 - July 2012
J.P. Morgan July 2011 - August 2011
Mount Sinai Medical Center 2008 - 2010
Skills
Research, Social Media, Public Speaking, Microsoft Excel, Editing, Photoshop, Peer Tutoring, Academic Tutoring, Final Cut Pro
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), English Literature & Women's and Gender Studies
The University of Glasgow 2013 — 2013
English Literature & Scottish Culture
Dalton High School 2007 — 2011
Good Morning America June 2015 - Present
Legal Aid Society June 2014 - August 2014
Dartmouth College June 2013 - June 2014
UN Watch January 2013 - March 2013
Dartmouth College January 2012 - November 2012
New York State Unified Court System June 2012 - July 2012
J.P. Morgan July 2011 - August 2011
Mount Sinai Medical Center 2008 - 2010
Skills
Research, Social Media, Public Speaking, Microsoft Excel, Editing, Photoshop, Peer Tutoring, Academic Tutoring, Final Cut Pro
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (BA), English Literature & Women's and Gender Studies
The University of Glasgow 2013 — 2013
English Literature & Scottish Culture
Dalton High School 2007 — 2011
Justin Evans's J.P. Morgan Experience August 1999 - June 2002
Job Barclays Capital: Financial Institutions Group
Industry Investment Banking
Experience
RBC Capital Markets July 2010 - May 2015
Belvedere Capital Partners July 2005 - July 2010
Chinasource Investment Partners September 2002 - April 2003
J.P. Morgan August 1999 - June 2002
Chase H&Q 2000 - 2001
Hambrecht & Quist 1999 - 2000
Salomon Smith Barney 1996 - 1996
Skills
Financial Analysis, Finance, Corporate Development, Private Equity, Private Placements, Investments, Capital Markets, Investment Banking, Equity Research, Start-ups, Emerging Markets, Mergers, Financial Modeling, Business Development, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Equities, Valuation, Investor Relations, Business Strategy, Asset Management, Due Diligence, Hedge Funds, M&A experience, Alternative Investments, Venture Capital, Entrepreneurship, LBO, Competitive Analysis, Strategy, IPO, Financial Services
Education
Stanford Graduate School of Business 2003 — 2005
MBA, Global Management Program
Stanford University 2003 — 2005
MBA, Global Management Program
Dartmouth College 1995 — 1999
BA, Computer Science & Economics
Torrey Pines High School 1992 — 1995
RBC Capital Markets July 2010 - May 2015
Belvedere Capital Partners July 2005 - July 2010
Chinasource Investment Partners September 2002 - April 2003
J.P. Morgan August 1999 - June 2002
Chase H&Q 2000 - 2001
Hambrecht & Quist 1999 - 2000
Salomon Smith Barney 1996 - 1996
Skills
Financial Analysis, Finance, Corporate Development, Private Equity, Private Placements, Investments, Capital Markets, Investment Banking, Equity Research, Start-ups, Emerging Markets, Mergers, Financial Modeling, Business Development, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Equities, Valuation, Investor Relations, Business Strategy, Asset Management, Due Diligence, Hedge Funds, M&A experience, Alternative Investments, Venture Capital, Entrepreneurship, LBO, Competitive Analysis, Strategy, IPO, Financial Services
Education
Stanford Graduate School of Business 2003 — 2005
MBA, Global Management Program
Stanford University 2003 — 2005
MBA, Global Management Program
Dartmouth College 1995 — 1999
BA, Computer Science & Economics
Torrey Pines High School 1992 — 1995
Anisha Anisha's J.P. Morgan Experience April 2013 - June 2015
Job COO/Head of Strategic Initiatives and Business Management at Major Financial Services Firm
Industry Financial Services
Experience
Major Financial Services Firm June 2015 - Present
J.P. Morgan April 2013 - June 2015
Fairtrade International June 2009 - April 2013
First Data Corporation June 1997 - June 2009
Education
Creighton University
MBA
National Institute of Technology
BS
Major Financial Services Firm June 2015 - Present
J.P. Morgan April 2013 - June 2015
Fairtrade International June 2009 - April 2013
First Data Corporation June 1997 - June 2009
Education
Creighton University
MBA
National Institute of Technology
BS
Brooke S. Borner's J.P. Morgan Experience April 2013 - Present
Job
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Barclays Wealth August 2009 - April 2013
Lehman Brothers 2007 - 2009
Citigroup Private Bank 1999 - 2005
Hunt Oil Company 1997 - 1999
Skills
Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Equities, Series 7, Capital Markets, Valuation, Equity Research, Financial Modeling, Investment Banking, Asset Allocation, Investments, Asset Management, Investment Strategies, Portfolio Management, Due Diligence, Wealth Management, Investment Advisory, Investment Management, Financial Services, Investor Relations, Finance
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments & Markets
Dartmouth College 1993 — 1997
BA, Geosciences
J.P. Morgan April 2013 - Present
Barclays Wealth August 2009 - April 2013
Lehman Brothers 2007 - 2009
Citigroup Private Bank 1999 - 2005
Hunt Oil Company 1997 - 1999
Skills
Fixed Income, Alternative Investments, Hedge Funds, Bloomberg, Equities, Series 7, Capital Markets, Valuation, Equity Research, Financial Modeling, Investment Banking, Asset Allocation, Investments, Asset Management, Investment Strategies, Portfolio Management, Due Diligence, Wealth Management, Investment Advisory, Investment Management, Financial Services, Investor Relations, Finance
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Financial Instruments & Markets
Dartmouth College 1993 — 1997
BA, Geosciences
Dimas Jimenez's J.P. Morgan Experience 1996 - 1999
Job VP of Finance at Spinal Modulation
Industry Medical Devices
Experience
Spinal Modulation May 2008 - Present
Pearl Therapeutics May 2007 - June 2008
Theravance August 2005 - April 2007
Medtronic January 2003 - August 2005
Fusion Medical 2000 - 2003
Hewlett-Packard 1999 - 2000
J.P. Morgan 1996 - 1999
Skills
Start-ups, Medical Devices, Biotechnology, Strategic Planning, Business Strategy, Financial Modeling, Financial Analysis, Forecasting, Budgeting, Financial Planning, Business Planning, Fundraising, Negotiation, Due Diligence, Mergers, Corporate Finance, Accounting, HR Policies, Insurance, Risk Management, Treasury Management, Contract Negotiations, Planning, P&L Management, Microsoft Office, Excel, QAD, QuickBooks, Mas 90, Peachtree, 123R, Mergers & Acquisitions, Cross-functional Team..., Strategy, Finance, Acquisition Integration, Process Improvement
Education
Stanford University Graduate School of Business 1994 — 1996
MBA, Finance
Stanford University Graduate School of Business 1994 — 1996
mba, finance
Dartmouth College 1987 — 1991
BA, Economics & Government
St. Mark's School 1983 — 1987
Diploma
Spinal Modulation May 2008 - Present
Pearl Therapeutics May 2007 - June 2008
Theravance August 2005 - April 2007
Medtronic January 2003 - August 2005
Fusion Medical 2000 - 2003
Hewlett-Packard 1999 - 2000
J.P. Morgan 1996 - 1999
Skills
Start-ups, Medical Devices, Biotechnology, Strategic Planning, Business Strategy, Financial Modeling, Financial Analysis, Forecasting, Budgeting, Financial Planning, Business Planning, Fundraising, Negotiation, Due Diligence, Mergers, Corporate Finance, Accounting, HR Policies, Insurance, Risk Management, Treasury Management, Contract Negotiations, Planning, P&L Management, Microsoft Office, Excel, QAD, QuickBooks, Mas 90, Peachtree, 123R, Mergers & Acquisitions, Cross-functional Team..., Strategy, Finance, Acquisition Integration, Process Improvement
Education
Stanford University Graduate School of Business 1994 — 1996
MBA, Finance
Stanford University Graduate School of Business 1994 — 1996
mba, finance
Dartmouth College 1987 — 1991
BA, Economics & Government
St. Mark's School 1983 — 1987
Diploma
Greg Davidian, CFA's J.P. Morgan Experience August 2014 - April 2015
Job Portfolio Analytics and Risk
Industry Investment Management
Experience
J.P. Morgan August 2014 - April 2015
Fidelity Investments October 2012 - July 2014
Neuberger Berman October 2005 - January 2010
Pershing LLC, Bank of New York December 2000 - October 2005
Skills
Portfolio Management, Analysis, Performance Attribution, Investment Banking, Management, Microsoft Excel, Training
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
M.B.A, Finance and Insurance
Hofstra University 1996 — 1999
B.B.A., Finance and Banking
J.P. Morgan August 2014 - April 2015
Fidelity Investments October 2012 - July 2014
Neuberger Berman October 2005 - January 2010
Pershing LLC, Bank of New York December 2000 - October 2005
Skills
Portfolio Management, Analysis, Performance Attribution, Investment Banking, Management, Microsoft Excel, Training
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
M.B.A, Finance and Insurance
Hofstra University 1996 — 1999
B.B.A., Finance and Banking
Jack Wehner's J.P. Morgan Experience 1984 - 1988
Job Real Estate Broker
Industry Real Estate
Experience
@properties 2013 - Present
Wehner & Company LLC 2006 - 2013
Renewable Finance Group, LLC 2008 - 2012
BTMU Capital Corporation 2003 - 2006
CIT 1992 - 2003
The Transportation Group (Paine Webber Affiliate) 1988 - 1992
UBS Investment Bank 1988 - 1989
J.P. Morgan 1984 - 1988
Bank of America 1981 - 1984
Bank of America 1980 - 1981
Education
University of Chicago 1978 — 1980
MBA, Finance & Marketing
Dartmouth College 1970 — 1974
AB, Economics
@properties 2013 - Present
Wehner & Company LLC 2006 - 2013
Renewable Finance Group, LLC 2008 - 2012
BTMU Capital Corporation 2003 - 2006
CIT 1992 - 2003
The Transportation Group (Paine Webber Affiliate) 1988 - 1992
UBS Investment Bank 1988 - 1989
J.P. Morgan 1984 - 1988
Bank of America 1981 - 1984
Bank of America 1980 - 1981
Education
University of Chicago 1978 — 1980
MBA, Finance & Marketing
Dartmouth College 1970 — 1974
AB, Economics
Greg Hart's J.P. Morgan Experience June 2010 - June 2012
Job
Industry Financial Services
Experience
Hoplite Capital Management July 2014 - Present
Blackstone July 2012 - June 2014
J.P. Morgan June 2010 - June 2012
Education
Dartmouth College 2006 — 2010
A.B.
Scarsdale High School
Hoplite Capital Management July 2014 - Present
Blackstone July 2012 - June 2014
J.P. Morgan June 2010 - June 2012
Education
Dartmouth College 2006 — 2010
A.B.
Scarsdale High School
Vedant Mehra's J.P. Morgan Experience 2007 - 2013
Job Data Scientist at Facebook
Industry Research
Experience
Facebook 2015 - Present
The New York Times 2014 - 2015
J.P. Morgan 2007 - 2013
SunGard 2007 - 2007
Skills
R, Python, SQL, Statistics, Machine Learning, Predictive Modeling, Quantitative Analysis, Product Management, Recommender Systems, Digital Marketing, Investment Management, Equity Research, Market Risk
Education
Dartmouth College 2003 — 2006
Bachelor's Degree, Math
Facebook 2015 - Present
The New York Times 2014 - 2015
J.P. Morgan 2007 - 2013
SunGard 2007 - 2007
Skills
R, Python, SQL, Statistics, Machine Learning, Predictive Modeling, Quantitative Analysis, Product Management, Recommender Systems, Digital Marketing, Investment Management, Equity Research, Market Risk
Education
Dartmouth College 2003 — 2006
Bachelor's Degree, Math
Frederick Douglas's J.P. Morgan Experience June 1985 - Present
Job Banking Professional
Industry Banking
Experience
J.P. Morgan June 1985 - Present
Emerson Electric Corporation June 1980 - April 1985
KMPG Peat Marwick September 1974 - March 1980
Skills
Credit, Credit Analysis, Banking, Commercial Lending, Loans, Commercial Banking, Credit Risk, Financial Modeling, Financial Analysis
Education
Creighton University 1970 — 1974
Bachelor of Science/Business Administration, Accounting/Business Law
J.P. Morgan June 1985 - Present
Emerson Electric Corporation June 1980 - April 1985
KMPG Peat Marwick September 1974 - March 1980
Skills
Credit, Credit Analysis, Banking, Commercial Lending, Loans, Commercial Banking, Credit Risk, Financial Modeling, Financial Analysis
Education
Creighton University 1970 — 1974
Bachelor of Science/Business Administration, Accounting/Business Law
Nishit Mehta's J.P. Morgan Experience January 2010 - January 2011
Job at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase January 2011 - Present
J.P. Morgan January 2010 - January 2011
J.P. Morgan January 2006 - September 2007
Skills
Risk Management, Banking, Business Analysis, Operating Budgets, Coaching Staff, Process Improvement, Project Planning, Talent Management, Program Management, Management, Project Management, Analysis, Coaching
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Phoenix 2008 — 2011
MBA, Global Management
University of North Carolina at Charlotte 1999 — 2003
Bachelor of Science (B.S.), Computer Science
Cornell University - Johnson Graduate School of Management
JP Morgan Chase January 2011 - Present
J.P. Morgan January 2010 - January 2011
J.P. Morgan January 2006 - September 2007
Skills
Risk Management, Banking, Business Analysis, Operating Budgets, Coaching Staff, Process Improvement, Project Planning, Talent Management, Program Management, Management, Project Management, Analysis, Coaching
Education
Cornell University - Johnson Graduate School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
University of Phoenix 2008 — 2011
MBA, Global Management
University of North Carolina at Charlotte 1999 — 2003
Bachelor of Science (B.S.), Computer Science
Cornell University - Johnson Graduate School of Management
Dan Weinberg's J.P. Morgan Experience January 2012 - July 2012
Job Assistant Portfolio Manager at Zazove Associates, LLC
Industry Investment Management
Experience
Zazove Associates, LLC January 2015 - Present
Zazove Associates, LLC October 2012 - Present
J.P. Morgan January 2012 - July 2012
J.P. Morgan January 2011 - January 2012
J.P. Morgan August 2007 - January 2011
J.P. Morgan June 2005 - July 2007
J.P. Morgan January 2004 - March 2004
Skills
Capital Markets, Investment Banking, Valuation, Portfolio Management, Hedge Funds, Equity Derivatives, Equities, Deal Execution, Convertible Bonds, Capital Structure, Bloomberg, Financial Modeling, Pricing Analysis, ALM
Education
Dartmouth College 2001 — 2005
AB, Economics, Psychological and Brain Sciences
Zazove Associates, LLC January 2015 - Present
Zazove Associates, LLC October 2012 - Present
J.P. Morgan January 2012 - July 2012
J.P. Morgan January 2011 - January 2012
J.P. Morgan August 2007 - January 2011
J.P. Morgan June 2005 - July 2007
J.P. Morgan January 2004 - March 2004
Skills
Capital Markets, Investment Banking, Valuation, Portfolio Management, Hedge Funds, Equity Derivatives, Equities, Deal Execution, Convertible Bonds, Capital Structure, Bloomberg, Financial Modeling, Pricing Analysis, ALM
Education
Dartmouth College 2001 — 2005
AB, Economics, Psychological and Brain Sciences
Ann Heidenreich's J.P. Morgan Experience 1999 - 2001
Job Founder at Tutoring 911
Industry Investment Banking
Experience
The Episcopal Dioceses of New York and Massachusetts April 2005 - February 2012
Standard & Poor's June 2008 - December 2008
JPMorgan Chase 2003 - 2005
JPMorgan Chase 2001 - 2003
J.P. Morgan 1999 - 2001
J.P. Morgan 1998 - 1999
UBS Global Asset Management 1995 - 1998
MetLife 1993 - 1995
Skills
High Yield, Credit Risk, Capital Markets, Credit Derivatives, Risk Management, Portfolio Management, CDS, Tutoring, Treasury, Research, Investment Strategies, Fundraising, Mathematics, Financial Accounting
Education
University of Pennsylvania - The Wharton School 2008 — 2008
University of Rochester - William E. Simon Graduate School of Business Administration 1991 — 1993
M.B.A.
Dartmouth College 1982 — 1986
Bachelor of Arts (B.A.)
The Episcopal Dioceses of New York and Massachusetts April 2005 - February 2012
Standard & Poor's June 2008 - December 2008
JPMorgan Chase 2003 - 2005
JPMorgan Chase 2001 - 2003
J.P. Morgan 1999 - 2001
J.P. Morgan 1998 - 1999
UBS Global Asset Management 1995 - 1998
MetLife 1993 - 1995
Skills
High Yield, Credit Risk, Capital Markets, Credit Derivatives, Risk Management, Portfolio Management, CDS, Tutoring, Treasury, Research, Investment Strategies, Fundraising, Mathematics, Financial Accounting
Education
University of Pennsylvania - The Wharton School 2008 — 2008
University of Rochester - William E. Simon Graduate School of Business Administration 1991 — 1993
M.B.A.
Dartmouth College 1982 — 1986
Bachelor of Arts (B.A.)
Alice Paik's J.P. Morgan Experience 1999 - 2001
Job Head of Strategic Advisory at Brown Advisory
Industry Financial Services
Experience
Brown Advisory PartnerBrown Investment Advisory2005 - Present
Bernstein Investment Research and Management 2001 - 2005
J.P. Morgan 1999 - 2001
Education
Dartmouth College 1988 — 1992
Brown Advisory PartnerBrown Investment Advisory2005 - Present
Bernstein Investment Research and Management 2001 - 2005
J.P. Morgan 1999 - 2001
Education
Dartmouth College 1988 — 1992
Daniel Locke, CPA's J.P. Morgan Experience October 2014 - Present
Job Vice President Audit Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Bank of America August 2012 - October 2014
Bank of America August 2010 - July 2012
Grant Thornton LLP December 2004 - July 2010
Cullen Murphy and Co. PC Certified Public Accountants June 2004 - December 2004
Skills
Financial Analysis, GAAP, Financial Accounting, CPA, Financial Modeling, Internal Audit, Due Diligence, Tax, Financial Statements, General Ledger, Corporate Tax, Valuation, Sarbanes-Oxley Act, Employee Benefits, Disaster Recovery, SEC filings, Alternative Investments, Not for Profit, Defined Benefit, Defined Contribution, Banking, Private Banking, Wealth Management..., Options Strategies, Equity Trading, Commercial Banking, Journal Entries, BOLI, SEC Filings
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2006
Master of Science of Accountancy, Accounting and Business/Management
University of Massachusetts Boston 2001 — 2004
B.S. Science, Accounting
J.P. Morgan October 2014 - Present
Bank of America August 2012 - October 2014
Bank of America August 2010 - July 2012
Grant Thornton LLP December 2004 - July 2010
Cullen Murphy and Co. PC Certified Public Accountants June 2004 - December 2004
Skills
Financial Analysis, GAAP, Financial Accounting, CPA, Financial Modeling, Internal Audit, Due Diligence, Tax, Financial Statements, General Ledger, Corporate Tax, Valuation, Sarbanes-Oxley Act, Employee Benefits, Disaster Recovery, SEC filings, Alternative Investments, Not for Profit, Defined Benefit, Defined Contribution, Banking, Private Banking, Wealth Management..., Options Strategies, Equity Trading, Commercial Banking, Journal Entries, BOLI, SEC Filings
Education
D'Amore-McKim School of Business at Northeastern University 2005 — 2006
Master of Science of Accountancy, Accounting and Business/Management
University of Massachusetts Boston 2001 — 2004
B.S. Science, Accounting
James Andrew Wright's J.P. Morgan Experience April 2015 - Present
Job Consultant at JPMorgan Chase
Industry Media Production
Experience
J.P. Morgan April 2015 - Present
JPMorgan Chase December 2011 - March 2015
Chase Wilson August 2005 - August 2011
Symbolics 2002 - 2005
Diamond and Lappin 2000 - 2002
Education
The College of New Jersey 1998 — 2000
BA, English
County College of Morris 1996 — 1998
Associates Degree, Humanities/Social Sciences
J.P. Morgan April 2015 - Present
JPMorgan Chase December 2011 - March 2015
Chase Wilson August 2005 - August 2011
Symbolics 2002 - 2005
Diamond and Lappin 2000 - 2002
Education
The College of New Jersey 1998 — 2000
BA, English
County College of Morris 1996 — 1998
Associates Degree, Humanities/Social Sciences
Marlene Bourger-Diaz's J.P. Morgan Experience July 2013 - Present
Job VP | Program Manager | PreEmployment Latin America at J.P. Morgan
Industry Human Resources
Experience
J.P. Morgan July 2013 - Present
Skills
Full-cycle Recruiting, Salary Negotiation, College Recruiting, Applicant Tracking..., Recruitment/Retention, Executive Search, Sourcing, Interviewing, Talent Management, Resume Writing, Cold Calling, Hiring, Sales Recruitment, Building Relationships, Diversity Recruitment, HR Policies, Strategic Sourcing, Search, Performance Management, Talent Development, Benefits Negotiation, Recruiting, Interviews, SDLC, Talent Acquisition, Management, Technical Recruiting, Internet Recruiting, Onboarding, Financial Services, Screening Resumes, Human Resources, Contract Recruitment, Networking, Temporary Staffing, Employer Branding, Recruitment Advertising, Screening, Temporary Placement
Education
Dallas Baptist University
Dallas Baptist University
BAS
J.P. Morgan July 2013 - Present
Skills
Full-cycle Recruiting, Salary Negotiation, College Recruiting, Applicant Tracking..., Recruitment/Retention, Executive Search, Sourcing, Interviewing, Talent Management, Resume Writing, Cold Calling, Hiring, Sales Recruitment, Building Relationships, Diversity Recruitment, HR Policies, Strategic Sourcing, Search, Performance Management, Talent Development, Benefits Negotiation, Recruiting, Interviews, SDLC, Talent Acquisition, Management, Technical Recruiting, Internet Recruiting, Onboarding, Financial Services, Screening Resumes, Human Resources, Contract Recruitment, Networking, Temporary Staffing, Employer Branding, Recruitment Advertising, Screening, Temporary Placement
Education
Dallas Baptist University
Dallas Baptist University
BAS
Daniel Telles's J.P. Morgan Experience September 2008 - February 2011
Job Vice President Business Development at LERETA, LLC
Industry Banking
Experience
LERETA, LLC June 2015 - Present
CoStar Group June 2011 - June 2015
LoopNet June 2011 - June 2013
IMPAC MORTGAGE February 2011 - May 2011
J.P. Morgan September 2008 - February 2011
Citifinancial October 2007 - July 2008
Accredited Home Lenders November 2004 - October 2007
Washington Mutual May 2001 - September 2004
Skills
Sales, Sales Management, Loans, New Business Development, Salesforce.com, Cold Calling, Portfolio Management, Direct Sales, Credit, Account Management, Customer Service, Mortgage Lending, CRM, Banking, Financial Services, Mortgage Banking, Relationship Management, Loan Origination, Inside Sales Manager, Underwriting, Insurance, Risk Management, Credit Analysis, On 04/27/13 10:16 PM,..., Inside Sales, Management, Marketing, Customer Retention, Real Estate
Education
Cerritos High School
Cypress College
LERETA, LLC June 2015 - Present
CoStar Group June 2011 - June 2015
LoopNet June 2011 - June 2013
IMPAC MORTGAGE February 2011 - May 2011
J.P. Morgan September 2008 - February 2011
Citifinancial October 2007 - July 2008
Accredited Home Lenders November 2004 - October 2007
Washington Mutual May 2001 - September 2004
Skills
Sales, Sales Management, Loans, New Business Development, Salesforce.com, Cold Calling, Portfolio Management, Direct Sales, Credit, Account Management, Customer Service, Mortgage Lending, CRM, Banking, Financial Services, Mortgage Banking, Relationship Management, Loan Origination, Inside Sales Manager, Underwriting, Insurance, Risk Management, Credit Analysis, On 04/27/13 10:16 PM,..., Inside Sales, Management, Marketing, Customer Retention, Real Estate
Education
Cerritos High School
Cypress College
Danny Slider's J.P. Morgan Experience December 1990 - May 2008
Job Ramp Agent at Southwest Airlines
Industry Financial Services
Experience
Life Science Logistics January 2014 - Present
Southwest Airlines September 2014 - Present
CSI Security December 2010 - Present
St. John Church May 2008 - March 2014
JP Morgan Chase December 1990 - May 2008
Chase December 1990 - May 2008
JPMorgan Chase December 1990 - May 2008
J.P. Morgan December 1990 - May 2008
Skills
Management, Leadership, Project Planning, Coaching, Policy, Banking, Public Speaking, Teamwork, Security, Risk Management, Customer Satisfaction, Process Improvement, Auditing, Program Management, Team Building, Microsoft Office, Customer Service, Project Management
Education
Dallas County Community College 1980 — 2014
Associate's degree, Management
The University of Texas at Arlington 2000 — 2004
Project Management Certificate
Life Science Logistics January 2014 - Present
Southwest Airlines September 2014 - Present
CSI Security December 2010 - Present
St. John Church May 2008 - March 2014
JP Morgan Chase December 1990 - May 2008
Chase December 1990 - May 2008
JPMorgan Chase December 1990 - May 2008
J.P. Morgan December 1990 - May 2008
Skills
Management, Leadership, Project Planning, Coaching, Policy, Banking, Public Speaking, Teamwork, Security, Risk Management, Customer Satisfaction, Process Improvement, Auditing, Program Management, Team Building, Microsoft Office, Customer Service, Project Management
Education
Dallas County Community College 1980 — 2014
Associate's degree, Management
The University of Texas at Arlington 2000 — 2004
Project Management Certificate
Mohammed Chowdhury, PMP's J.P. Morgan Experience June 2000 - June 2006
Job Vice President at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase & Co. October 2014 - September 2015
J&M Solutions June 2006 - September 2015
barclaycard January 2014 - September 2014
Citi August 2012 - January 2014
JPMorgan Chase & Co. September 2011 - August 2012
J.P. Morgan June 2000 - June 2006
Computer Sciences Corporation May 1998 - June 2005
Compusa, Transamerica, Stream Group May 1995 - May 1998
Skills
Vendor Management, SDLC, Project Management, Business Analysis, Process Improvement, Risk Management, PMO, Team Building, IT Management, PMP, Budget Monitoring, Cost Management, Change Management, Cross-functional Team..., Enterprise Architecture, Agile Methodologies, Strategic Planning, Strategic Thinking, Manage client..., Technical Leadership, Quality Improvement..., Business Solutions..., Mentoring, Innovation, Data Center, Leadership, Consulting, Software Development, Disaster Recovery, Project Portfolio..., Business Development, IT Strategy, Business Continuity, Integration, Service Delivery, Management Consulting, Business Process..., Requirements Analysis, Business Process, Resource Management
Education
University of Delaware 2001 — 2004
MBA, Alfred Lerner School of Buisness and Economics
University of North Texas 1995 — 1998
BBA, Business Computer Information System
Dallas County Community College 1993 — 1995
Associate of Arts and Sciences (AAS)
Faujdarhat Cadet College
SSC/HSC - 31st Batch
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase & Co. October 2014 - September 2015
J&M Solutions June 2006 - September 2015
barclaycard January 2014 - September 2014
Citi August 2012 - January 2014
JPMorgan Chase & Co. September 2011 - August 2012
J.P. Morgan June 2000 - June 2006
Computer Sciences Corporation May 1998 - June 2005
Compusa, Transamerica, Stream Group May 1995 - May 1998
Skills
Vendor Management, SDLC, Project Management, Business Analysis, Process Improvement, Risk Management, PMO, Team Building, IT Management, PMP, Budget Monitoring, Cost Management, Change Management, Cross-functional Team..., Enterprise Architecture, Agile Methodologies, Strategic Planning, Strategic Thinking, Manage client..., Technical Leadership, Quality Improvement..., Business Solutions..., Mentoring, Innovation, Data Center, Leadership, Consulting, Software Development, Disaster Recovery, Project Portfolio..., Business Development, IT Strategy, Business Continuity, Integration, Service Delivery, Management Consulting, Business Process..., Requirements Analysis, Business Process, Resource Management
Education
University of Delaware 2001 — 2004
MBA, Alfred Lerner School of Buisness and Economics
University of North Texas 1995 — 1998
BBA, Business Computer Information System
Dallas County Community College 1993 — 1995
Associate of Arts and Sciences (AAS)
Faujdarhat Cadet College
SSC/HSC - 31st Batch
Justin Pelletier's J.P. Morgan Experience 2008 - 2008
Job Valuation Analyst Bracebridge Capital, LLC
Industry Financial Services
Experience
Bracebridge Capital, LLC June 2014 - Present
Wellington Management September 2010 - June 2014
Fidelity Investments June 2008 - September 2010
J.P. Morgan 2008 - 2008
Putnam Investments 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Investments, Pricing, Securities, Bloomberg Terminal, Portfolio Management, Bonds, Financial Services, Trading, Valuation, Finance, Equity Valuation, Back Office, FINRA, Derivatives, Hedge Funds, Alternative Investments, Capital Markets, Middle Office, Risk Management, Quantitative Analytics, Economics, Credit
Education
Curry College 2000 — 2004
Bachelor, Business: Finance
Bracebridge Capital, LLC June 2014 - Present
Wellington Management September 2010 - June 2014
Fidelity Investments June 2008 - September 2010
J.P. Morgan 2008 - 2008
Putnam Investments 2006 - 2008
Investors Bank & Trust 2005 - 2006
Skills
Bloomberg, Mutual Funds, Equities, Fixed Income, Investments, Pricing, Securities, Bloomberg Terminal, Portfolio Management, Bonds, Financial Services, Trading, Valuation, Finance, Equity Valuation, Back Office, FINRA, Derivatives, Hedge Funds, Alternative Investments, Capital Markets, Middle Office, Risk Management, Quantitative Analytics, Economics, Credit
Education
Curry College 2000 — 2004
Bachelor, Business: Finance
Paul Gurm's J.P. Morgan Experience May 2012 - May 2014
Job Private Equity Associate at American Infrastructure MLP Funds
Industry Venture Capital & Private Equity
Experience
American Infrastructure MLP Funds May 2014 - Present
J.P. Morgan May 2012 - May 2014
PwC August 2011 - May 2012
Families Matter November 2009 - May 2012
PwC October 2009 - August 2011
Skills
Energy, Valuation, Corporate Finance, Capital Markets, Accounting, Oil/Gas, Financial Modeling, Investment Banking, Leveraged Finance, MLP, Capital Structure, M&A experience, High Yield, Mergers & Acquisitions
Education
Canadian Institute of Chartered Accountants (CICA) 2009 — 2011
CA, Accounting
University of Saskatchewan 2009 — 2010
Masters of Professional Accounting, Accounting
Dalhousie University 2005 — 2009
Bachelor of Commerce, Accounting
American Infrastructure MLP Funds May 2014 - Present
J.P. Morgan May 2012 - May 2014
PwC August 2011 - May 2012
Families Matter November 2009 - May 2012
PwC October 2009 - August 2011
Skills
Energy, Valuation, Corporate Finance, Capital Markets, Accounting, Oil/Gas, Financial Modeling, Investment Banking, Leveraged Finance, MLP, Capital Structure, M&A experience, High Yield, Mergers & Acquisitions
Education
Canadian Institute of Chartered Accountants (CICA) 2009 — 2011
CA, Accounting
University of Saskatchewan 2009 — 2010
Masters of Professional Accounting, Accounting
Dalhousie University 2005 — 2009
Bachelor of Commerce, Accounting
Christian De Berardinis's J.P. Morgan Experience July 2011 - July 2015
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
J.P. Morgan July 2011 - July 2015
J.P. Morgan 2005 - 2008
Citi 2003 - 2005
Bank of America 1999 - 2003
Skills
Investments, Trading, Wealth Management, Banking, Equities, Series 7, Series 63, Private Banking, Asset Management, Equity Research, Hedge Funds, Alternative Investments, Portfolio Management
Education
Dalhousie University
Morgan Stanley July 2015 - Present
J.P. Morgan July 2011 - July 2015
J.P. Morgan 2005 - 2008
Citi 2003 - 2005
Bank of America 1999 - 2003
Skills
Investments, Trading, Wealth Management, Banking, Equities, Series 7, Series 63, Private Banking, Asset Management, Equity Research, Hedge Funds, Alternative Investments, Portfolio Management
Education
Dalhousie University
Xiaowei (Sherry) Cai's J.P. Morgan Experience May 2014 - September 2014
Job Master in Finance Candidate 2016
Industry Investment Banking
Experience
J.P. Morgan May 2014 - September 2014
NU Collegiate Alternative Investments Summit (CAIS) February 2012 - September 2013
Merrill Lynch January 2013 - June 2013
State Street January 2011 - June 2011
Bank of China July 2010 - July 2010
Skills
Access, Outlook, Credit Risk, Derivatives, MS Excel Pivot Tables, VBA, SQL, Data Analysis, Teamwork, Cross-functional..., Reporting & Analysis, Bloomberg Terminal, PowerPoint
Education
University of Rochester - Simon Business School 2015 — 2016
MSF, Finance
D'Amore-McKim School of Business at Northeastern University 2009 — 2014
BSBA, Finance, MIS, Magna Cum Laude
Nankai High School 2006 — 2008
J.P. Morgan May 2014 - September 2014
NU Collegiate Alternative Investments Summit (CAIS) February 2012 - September 2013
Merrill Lynch January 2013 - June 2013
State Street January 2011 - June 2011
Bank of China July 2010 - July 2010
Skills
Access, Outlook, Credit Risk, Derivatives, MS Excel Pivot Tables, VBA, SQL, Data Analysis, Teamwork, Cross-functional..., Reporting & Analysis, Bloomberg Terminal, PowerPoint
Education
University of Rochester - Simon Business School 2015 — 2016
MSF, Finance
D'Amore-McKim School of Business at Northeastern University 2009 — 2014
BSBA, Finance, MIS, Magna Cum Laude
Nankai High School 2006 — 2008
Cody Press's J.P. Morgan Experience April 2007 - December 2008
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America April 2011 - Present
Loop Capital Markets November 2009 - April 2011
J.P. Morgan April 2007 - December 2008
Citi April 2001 - April 2007
Merrill Lynch June 1985 - April 2001
Skills
Equities, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Banking, Investments, Fixed Income, Hedge Funds, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA), Finance, General
Dartmouth College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Bank of America April 2011 - Present
Loop Capital Markets November 2009 - April 2011
J.P. Morgan April 2007 - December 2008
Citi April 2001 - April 2007
Merrill Lynch June 1985 - April 2001
Skills
Equities, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Banking, Investments, Fixed Income, Hedge Funds, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Master of Business Administration (MBA), Finance, General
Dartmouth College 1976 — 1980
Bachelor of Arts (B.A.), Economics
Ned Phillips's J.P. Morgan Experience 1998 - 2010
Job VP, Business Development at XPRT, LLC
Industry Management Consulting
Experience
XPRT, LLC December 2014 - Present
Independent Consultant November 2014 - December 2014
KAA Federal Solutions June 2012 - October 2014
J.P. Morgan 1998 - 2010
Education
Daniel Webster College 1981 — 1985
Bachelor of Science, Aviation Management
XPRT, LLC December 2014 - Present
Independent Consultant November 2014 - December 2014
KAA Federal Solutions June 2012 - October 2014
J.P. Morgan 1998 - 2010
Education
Daniel Webster College 1981 — 1985
Bachelor of Science, Aviation Management
Pooneet Kant's J.P. Morgan Experience July 2007 - May 2011
Job General Manager Regional Strategy at Uber
Industry Internet
Experience
Uber June 2014 - March 2015
Uber December 2013 - May 2014
Winestyr June 2012 - November 2013
Driehaus Private Equity March 2012 - June 2012
GiftRocket May 2011 - August 2011
Sullivan Vineyards May 2011 - August 2011
J.P. Morgan July 2007 - May 2011
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Dartmouth College 2003 — 2007
A.B.
Uber June 2014 - March 2015
Uber December 2013 - May 2014
Winestyr June 2012 - November 2013
Driehaus Private Equity March 2012 - June 2012
GiftRocket May 2011 - August 2011
Sullivan Vineyards May 2011 - August 2011
J.P. Morgan July 2007 - May 2011
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Dartmouth College 2003 — 2007
A.B.
Stephen Kapsky's J.P. Morgan Experience April 2002 - February 2005
Job Vice President, Research Analyst at AllianceBernstein
Industry Investment Management
Experience
PioneerPath Capital June 2009 - June 2010
Carlson Capital, L.P. May 2008 - August 2008
Citigroup March 2005 - July 2007
J.P. Morgan April 2002 - February 2005
Skills
Equity Research, Portfolio Management, Equities, Financial Modeling, Asset Management, Hedge Funds, Start-ups, Bloomberg, Valuation, Banking, Alternative Investments, Capital Markets, Investment Banking, Fixed Income, Private Equity, Equity Valuation, Investments, Investment Management
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
University of Virginia
B.A
PioneerPath Capital June 2009 - June 2010
Carlson Capital, L.P. May 2008 - August 2008
Citigroup March 2005 - July 2007
J.P. Morgan April 2002 - February 2005
Skills
Equity Research, Portfolio Management, Equities, Financial Modeling, Asset Management, Hedge Funds, Start-ups, Bloomberg, Valuation, Banking, Alternative Investments, Capital Markets, Investment Banking, Fixed Income, Private Equity, Equity Valuation, Investments, Investment Management
Education
Cornell University - Johnson Graduate School of Management 2007 — 2009
MBA
University of Virginia
B.A
Qianyun (Olivia) Zhang's J.P. Morgan Experience May 2013 - August 2013
Job Associate Consultant
Industry Management Consulting
Experience
EXL February 2014 - July 2015
J.P. Morgan May 2013 - August 2013
Deloitte July 2012 - July 2012
Skills
Java, SAS, Oracle Applications, SAP ERP, Mandarin, Microsoft Excel, PowerPoint, Microsoft Word, Access
Education
Cornell University Graduate School 2015 — 2016
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Biology
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting
EXL February 2014 - July 2015
J.P. Morgan May 2013 - August 2013
Deloitte July 2012 - July 2012
Skills
Java, SAS, Oracle Applications, SAP ERP, Mandarin, Microsoft Excel, PowerPoint, Microsoft Word, Access
Education
Cornell University Graduate School 2015 — 2016
The Ohio State University 2009 — 2013
Bachelor of Science (B.S.), Biology
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting
Moulika Atluri's J.P. Morgan Experience August 2014 - Present
Job Senior Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
Vivekam Financial Services Pvt Ltd May 2010 - May 2012
PricewaterhouseCoopers June 2009 - March 2010
PricewaterhouseCoopers June 2007 - May 2009
Skills
Statutory Audit, Financial Reporting, Financial Accounting, Tax, Corporate Finance, Auditing, Financial Modeling, Financial Analysis, Accounting, Internal Audit, Valuation, Business Valuation, Private Equity, Finance, Due Diligence, Strategy, Business Strategy
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Managerial Finance Immersion
The Institute of Chartered Accountants of India 2005 — 2010
Shri Ram College of Commerce 2004 — 2007
B.Com (H), Business and Finance
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
Vivekam Financial Services Pvt Ltd May 2010 - May 2012
PricewaterhouseCoopers June 2009 - March 2010
PricewaterhouseCoopers June 2007 - May 2009
Skills
Statutory Audit, Financial Reporting, Financial Accounting, Tax, Corporate Finance, Auditing, Financial Modeling, Financial Analysis, Accounting, Internal Audit, Valuation, Business Valuation, Private Equity, Finance, Due Diligence, Strategy, Business Strategy
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Managerial Finance Immersion
The Institute of Chartered Accountants of India 2005 — 2010
Shri Ram College of Commerce 2004 — 2007
B.Com (H), Business and Finance
Daniel Zelikow's J.P. Morgan Experience 2010 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
JP Morgan 2010 - Present
Inter-American Development Bank March 2007 - August 2010
J.P. Morgan September 2001 - February 2007
J.P. Morgan September 1999 - August 2001
United States Department of Treasury January 1995 - July 1999
United States Department of Treasury September 1993 - December 1994
Ministry of Finance and Economy, Republic of Albania August 1991 - August 1993
United States Department of Treasury September 1989 - August 1991
St Peter's College, University of Oxford September 1986 - February 1989
Education
Oxford University 1983 — 1988
Doctor of Philosophy (Ph.D.), International Economics, doctorate awarded Feb 1989
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), summa cum laude
JP Morgan 2010 - Present
Inter-American Development Bank March 2007 - August 2010
J.P. Morgan September 2001 - February 2007
J.P. Morgan September 1999 - August 2001
United States Department of Treasury January 1995 - July 1999
United States Department of Treasury September 1993 - December 1994
Ministry of Finance and Economy, Republic of Albania August 1991 - August 1993
United States Department of Treasury September 1989 - August 1991
St Peter's College, University of Oxford September 1986 - February 1989
Education
Oxford University 1983 — 1988
Doctor of Philosophy (Ph.D.), International Economics, doctorate awarded Feb 1989
Dartmouth College 1979 — 1983
Bachelor of Arts (B.A.), summa cum laude
Alberto Tani's J.P. Morgan Experience April 2014 - August 2015
Job Investment Professional at Tennenbaum Capital Partners, LLC
Industry Investment Management
Experience
Tennenbaum Capital Partners, LLC August 2015 - Present
J.P. Morgan April 2014 - August 2015
CSG Partners, LLC August 2012 - March 2014
Education
Curtin University of Technology
Bachelor of Commerce (B.Com.), Marketing
Tennenbaum Capital Partners, LLC August 2015 - Present
J.P. Morgan April 2014 - August 2015
CSG Partners, LLC August 2012 - March 2014
Education
Curtin University of Technology
Bachelor of Commerce (B.Com.), Marketing
THEODORE MERRIWEATHER's J.P. Morgan Experience March 2013 - December 2014
Job Referral Specialist at Christian Community Health Center
Industry Hospitality
Experience
Christian Community Health Center December 2013 - Present
J.P. Morgan March 2013 - December 2014
Coyne American Institute April 2012 - September 2013
Starwood Hotels & Resorts Worldwide, Inc. 2011 - 2011
Skills
Customer Service, Data Entry, Microsoft Office, HIPAA, Filing, Medical Coding, Medical Records, Telephone Skills, Outlook, Medical Terminology, Microsoft Word, 10 Key, Accounts Payable, Access, PowerPoint, Administrative..., Microsoft Excel, Fax, Public Speaking, CPT, ICD-9
Education
Coyne College 2012 — 2013
certiification, Medical Insurance Coding Specialist/Coder
kenwood acadeny 1990 — 1993
diploma, General Studies
Christian Community Health Center December 2013 - Present
J.P. Morgan March 2013 - December 2014
Coyne American Institute April 2012 - September 2013
Starwood Hotels & Resorts Worldwide, Inc. 2011 - 2011
Skills
Customer Service, Data Entry, Microsoft Office, HIPAA, Filing, Medical Coding, Medical Records, Telephone Skills, Outlook, Medical Terminology, Microsoft Word, 10 Key, Accounts Payable, Access, PowerPoint, Administrative..., Microsoft Excel, Fax, Public Speaking, CPT, ICD-9
Education
Coyne College 2012 — 2013
certiification, Medical Insurance Coding Specialist/Coder
kenwood acadeny 1990 — 1993
diploma, General Studies
Erik Nordahl's J.P. Morgan Experience June 2015 - August 2015
Job Incoming Business Analyst at McKinsey & Company
Industry Investment Banking
Experience
McKinsey & Company September 2015 - Present
DartBike Rentals September 2013 - Present
J.P. Morgan June 2015 - August 2015
General Catalyst Partners December 2014 - March 2015
Nomura September 2014 - December 2014
Skills
Capital IQ, Valuation, Microsoft Office, FactSet, PowerPoint, Microsoft Excel, Financial Analysis, Teamwork
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (BA), Economics modified with Mathematics
John Newcombe Tennis Academy 2010 — 2012
Tennis Player
McKinsey & Company September 2015 - Present
DartBike Rentals September 2013 - Present
J.P. Morgan June 2015 - August 2015
General Catalyst Partners December 2014 - March 2015
Nomura September 2014 - December 2014
Skills
Capital IQ, Valuation, Microsoft Office, FactSet, PowerPoint, Microsoft Excel, Financial Analysis, Teamwork
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (BA), Economics modified with Mathematics
John Newcombe Tennis Academy 2010 — 2012
Tennis Player
Eric Serotta's J.P. Morgan Experience October 1997 - February 2002
Job Managing Director at Evercore ISI, Global Beverages
Industry Financial Services
Experience
Evercore February 2014 - Present
Wells Fargo Securities June 2010 - May 2012
Consumer Edge Research LLC March 2009 - June 2010
Merrill Lynch July 2006 - March 2009
Merrill Lynch February 2005 - June 2006
Merrill Lynch February 2002 - January 2005
J.P. Morgan October 1997 - February 2002
Skills
Equities, Equity Research, Financial Modeling, Financial Analysis, Valuation, Consumer Products, Hedge Funds, Business Strategy, Financial Reporting, Commodity Chemicals, Agricultural Chemicals, Corporate Finance, Capital Markets, Alternative Investments, Private Equity, Equity Valuation, Fixed Income, Portfolio Management, Series 7, Bloomberg, Asset Management
Education
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Evercore February 2014 - Present
Wells Fargo Securities June 2010 - May 2012
Consumer Edge Research LLC March 2009 - June 2010
Merrill Lynch July 2006 - March 2009
Merrill Lynch February 2005 - June 2006
Merrill Lynch February 2002 - January 2005
J.P. Morgan October 1997 - February 2002
Skills
Equities, Equity Research, Financial Modeling, Financial Analysis, Valuation, Consumer Products, Hedge Funds, Business Strategy, Financial Reporting, Commodity Chemicals, Agricultural Chemicals, Corporate Finance, Capital Markets, Alternative Investments, Private Equity, Equity Valuation, Fixed Income, Portfolio Management, Series 7, Bloomberg, Asset Management
Education
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Stephanie Chutiangtong Lin's J.P. Morgan Experience September 2014 - Present
Job MBA 2014, Cornell University Johnson School of Management
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
JPMorgan Chase May 2011 - July 2011
JPMorgan Chase June 2010 - May 2011
JPMorgan Chase July 2009 - June 2010
Chada Thai Restaurant & Bar July 2008 - July 2009
JPMorgan Chase June 2008 - August 2008
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Pace University - Lubin School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Hamilton College 2005 — 2006
J.P. Morgan September 2014 - Present
JPMorgan Chase May 2011 - July 2011
JPMorgan Chase June 2010 - May 2011
JPMorgan Chase July 2009 - June 2010
Chada Thai Restaurant & Bar July 2008 - July 2009
JPMorgan Chase June 2008 - August 2008
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Pace University - Lubin School of Business 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Hamilton College 2005 — 2006
Calvin Arnold's J.P. Morgan Experience July 2012 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
NextWave Wireless June 2006 - May 2010
Skills
Financial Analysis, Mergers & Acquisitions, Restructuring, Corporate Development, Valuation, Financial Modeling, Investment Banking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration (MBA)
Dartmouth College 2002 — 2006
Bachelor of Arts (BA), Economics, History
J.P. Morgan July 2012 - Present
NextWave Wireless June 2006 - May 2010
Skills
Financial Analysis, Mergers & Acquisitions, Restructuring, Corporate Development, Valuation, Financial Modeling, Investment Banking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration (MBA)
Dartmouth College 2002 — 2006
Bachelor of Arts (BA), Economics, History
Robert Fine's J.P. Morgan Experience August 2003 - August 2007
Job Senior Vice President, FTN Financial
Industry Investment Banking
Experience
FTN Financial May 2015 - Present
BondFactor September 2009 - April 2015
Self Employed September 2007 - August 2009
J.P. Morgan August 2003 - August 2007
The PFM Group May 2000 - July 2003
Public Resources Advisory Group April 1999 - June 2000
EY February 1995 - February 1999
Goldman Sachs May 1989 - January 1995
Prudential Financial December 1985 - April 1989
Skills
Bonds, Fixed Income, Asset Management, Investment Banking, Financial Modeling, Risk Management, Capital Markets, Investments, Valuation, Derivatives, Securities, Finance, Financial Structuring, Structured Finance, Portfolio Management, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA), Finance
University of Iowa 1972 — 1975
Master of Arts (M.A.), Modern European History
Kenyon College 1967 — 1972
Bachelor of Arts (B.A.), History and Political Science
FTN Financial May 2015 - Present
BondFactor September 2009 - April 2015
Self Employed September 2007 - August 2009
J.P. Morgan August 2003 - August 2007
The PFM Group May 2000 - July 2003
Public Resources Advisory Group April 1999 - June 2000
EY February 1995 - February 1999
Goldman Sachs May 1989 - January 1995
Prudential Financial December 1985 - April 1989
Skills
Bonds, Fixed Income, Asset Management, Investment Banking, Financial Modeling, Risk Management, Capital Markets, Investments, Valuation, Derivatives, Securities, Finance, Financial Structuring, Structured Finance, Portfolio Management, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (MBA), Finance
University of Iowa 1972 — 1975
Master of Arts (M.A.), Modern European History
Kenyon College 1967 — 1972
Bachelor of Arts (B.A.), History and Political Science
Charity Springer's J.P. Morgan Experience December 2014 - Present
Job Business Control Specialist II at Citi
Industry Banking
Experience
J.P. Morgan December 2014 - Present
Citi August 2012 - August 2013
Citi June 2008 - August 2013
Citi December 2010 - August 2012
Citi April 2009 - December 2010
Citi June 2008 - April 2009
Skills
Banking, Retail Banking, Credit, Mortgage Lending, Portfolio Management, Customer Service, Collections, Finance, Loans, Financial Analysis, Mortgage Servicing, Team Building, Microsoft Office, Microsoft Word
Education
Dallas County Community College 2012 — 2015
Computer Science
J.P. Morgan December 2014 - Present
Citi August 2012 - August 2013
Citi June 2008 - August 2013
Citi December 2010 - August 2012
Citi April 2009 - December 2010
Citi June 2008 - April 2009
Skills
Banking, Retail Banking, Credit, Mortgage Lending, Portfolio Management, Customer Service, Collections, Finance, Loans, Financial Analysis, Mortgage Servicing, Team Building, Microsoft Office, Microsoft Word
Education
Dallas County Community College 2012 — 2015
Computer Science
Mariah D. Rucker's J.P. Morgan Experience June 2015 - August 2015
Job
Industry Accounting
Experience
J.P. Morgan June 2015 - August 2015
Grant Thornton LLP January 2015 - April 2015
Education
Kent State University
Bachelor of Business Administration (B.B.A.), Major: Accounting, Minor: International Business
Cuyahoga Community College 2011 — 2012
Associate of Arts and Sciences (A.A.S.), Non-degree
J.P. Morgan June 2015 - August 2015
Grant Thornton LLP January 2015 - April 2015
Education
Kent State University
Bachelor of Business Administration (B.B.A.), Major: Accounting, Minor: International Business
Cuyahoga Community College 2011 — 2012
Associate of Arts and Sciences (A.A.S.), Non-degree
Ann McCulloh's J.P. Morgan Experience April 2007 - July 2007
Job Human Resource Administrator at Wanco Inc
Industry Financial Services
Experience
Wanco Inc January 2014 - Present
JPMorgan Chase September 2010 - November 2013
JPMorgan Chase April 2007 - October 2010
J.P. Morgan April 2007 - July 2007
J.P. Morgan July 2004 - April 2007
AppleOne June 2003 - June 2004
Archdiocese of Denver August 2001 - June 2003
Education
Creighton University 1997 — 2001
Bachelor’s Degree, Elementary Education and Teaching
Wanco Inc January 2014 - Present
JPMorgan Chase September 2010 - November 2013
JPMorgan Chase April 2007 - October 2010
J.P. Morgan April 2007 - July 2007
J.P. Morgan July 2004 - April 2007
AppleOne June 2003 - June 2004
Archdiocese of Denver August 2001 - June 2003
Education
Creighton University 1997 — 2001
Bachelor’s Degree, Elementary Education and Teaching
Joel Yciano's J.P. Morgan Experience 2009 - 2010
Job Tax Return Preparer at Joseltio Travel Inc
Industry Accounting
Experience
YTS Income Services October 2001 - Present
Joseltio Travel Inc October 2001 - Present
J.P. Morgan 2009 - 2010
J.P. Morgan 2009 - 2010
Skills
Insurance, Tax, Life Insurance, Series 63, Sales, Tax Preparation, Income Tax, QuickBooks, Variable Annuities, FINRA, Tax Returns, Mutual Funds, Analysis, Accounts Payable
Education
Kaplan University 2009 — 2010
Life Insurance agent, security, 84
Kaplan University 2009 — 2009
Series 6 FINRA, Banking, Corporate, Finance, and Securities Law, 78
Kaplan University 2009 — 2009
Series 63 The Uniform Securities Agent, Banking, Corporate, Finance, and Securities Law, 84
CUNY Bronx Community College 2000 — 2004
Undergraduate Associate in Accounting & Paralegal Studies, Accounting & Paralegal Studies
YTS Income Services October 2001 - Present
Joseltio Travel Inc October 2001 - Present
J.P. Morgan 2009 - 2010
J.P. Morgan 2009 - 2010
Skills
Insurance, Tax, Life Insurance, Series 63, Sales, Tax Preparation, Income Tax, QuickBooks, Variable Annuities, FINRA, Tax Returns, Mutual Funds, Analysis, Accounts Payable
Education
Kaplan University 2009 — 2010
Life Insurance agent, security, 84
Kaplan University 2009 — 2009
Series 6 FINRA, Banking, Corporate, Finance, and Securities Law, 78
Kaplan University 2009 — 2009
Series 63 The Uniform Securities Agent, Banking, Corporate, Finance, and Securities Law, 84
CUNY Bronx Community College 2000 — 2004
Undergraduate Associate in Accounting & Paralegal Studies, Accounting & Paralegal Studies
Shukai Wang's J.P. Morgan Experience June 2015 - Present
Job Analyst
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
KMK Consulting Inc. May 2014 - June 2015
Trinity Partners January 2014 - May 2014
Skills
Data Mining, Statistics, Monte Carlo Simulation, SAS Certified Advanced..., Machine Learning, Oracle, Actuarial Exams, Python, Oracle SQL Developer, Visual Basic for...
Education
Cornell University Graduate School 2013 — 2014
Master's degree, Applied Statistics
NM
J.P. Morgan June 2015 - Present
KMK Consulting Inc. May 2014 - June 2015
Trinity Partners January 2014 - May 2014
Skills
Data Mining, Statistics, Monte Carlo Simulation, SAS Certified Advanced..., Machine Learning, Oracle, Actuarial Exams, Python, Oracle SQL Developer, Visual Basic for...
Education
Cornell University Graduate School 2013 — 2014
Master's degree, Applied Statistics
NM
Connor Price's J.P. Morgan Experience September 2014 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan January 2010 - August 2014
J.P. Morgan September 2006 - December 2009
Macquarie Group September 2005 - April 2006
Scott Rudin Productions January 2004 - December 2004
Education
Dartmouth College
Bachelor of Arts (B.A.), Economics
J.P. Morgan September 2014 - Present
J.P. Morgan January 2010 - August 2014
J.P. Morgan September 2006 - December 2009
Macquarie Group September 2005 - April 2006
Scott Rudin Productions January 2004 - December 2004
Education
Dartmouth College
Bachelor of Arts (B.A.), Economics
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.