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
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - July 2015
Nordstrom November 2010 - December 2012
Calamos Investments June 2012 - August 2012
Intel Corporation April 2011 - May 2011
Skills
Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Underwriting, Windows, Sales, Credit, Morningstar Direct, Microstrategy, Financial Analysis, Commercial Real Estate, Real Estate Financing
Education
DePaul University 2008 — 2013
Bachelor of Science (B.S.), Honors Finance, Magna Cum Laude
Be Real Realtions December 2014 - Present
J.P. Morgan November 2014 - Present
Capital One August 2012 - November 2014
Skills
Motivational Speaking, Public Relations, Music Publicity, Media & Entertainment, Accounting, Asset Management, Banking, Microsoft Office, Financial Analysis, Research, Leadership
Education
Wilmington University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Accounting, 3.33
Delaware State University 2008 — 2012
Bachelor of Science (B.S.), Accounting, 3.0
J.P. Morgan June 2014 - Present
Dartmouth College Economics Department March 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Oliver Wyman January 2013 - March 2013
Gridley & Company LLC January 2012 - June 2012
ONE Campaign June 2011 - August 2011
Skills
Microsoft Excel, Public Speaking, Economics, Marketing, Microsoft Word, Corporate Finance, Entrepreneurship, PowerPoint, Social Media, Fundraising, Qualitative Research
Education
Dartmouth College 2010 — 2014
Economics, Mathematical Finance
Vestavia Hills High School 2006 — 2010
AMD Ventures September 2014 - Present
Tango Me January 2015 - Present
Rumble January 2015 - Present
Mixamo January 2015 - Present
InContext Solutions December 2014 - Present
Matterport: 3D for the Real World February 2015 - Present
Hightail August 2013 - September 2014
Symphony Technology Group July 2011 - August 2013
J.P. Morgan June 2008 - July 2011
Bakerstreet Capital Management August 2007 - December 2007
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Software, Services, Technology, Strategy, IPO, DCF, Business Strategy, International Expansion, Business Development, Corporate Development, Finance, Emerging Markets, M&A experience, Investments, Mergers & Acquisitions, LBO, Bloomberg, Venture Capital
Education
Dartmouth College 2004 — 2008
B.A., Economics, Biophysical Chemistry
Lewis and Clark High School 2000 — 2004
High School Diploma
J.P. Morgan June 2014 - Present
Delaware State University September 2014 - January 2015
Delaware State University, Office of Restricted Accounting - Grants June 2013 - January 2015
Barclaycard US January 2014 - May 2014
Delaware State University, Conference, Events, and Ticketing Office June 2013 - 2014
Skills
Microsoft Excel, Financial Reporting, Banner Finance, Data Analysis, Research, Financial Analysis, SPSS, Access, Auditing, Oracle, SharePoint, PowerPoint, Microsoft Office, Microsoft Word, Financial Accounting, Financial Modeling, Public Speaking, Teamwork, Finance, Time Management, Account Reconciliation
Education
Delaware State University 2012 — 2016
Bachelor of Science (BS), Accounting and Finance, 3.65/4.00
Franklin Templeton Investments May 2013 - September 2013
NewME Accelerator October 2012 - December 2012
Google August 2010 - October 2012
Quatrro FPO Solutions June 2009 - July 2010
DePaul University Career Center September 2008 - June 2009
J.P. Morgan June 2008 - August 2008
Howard University June 2006 - May 2007
Liberty Mutual Insurance May 2006 - August 2006
Education
DePaul University 2008 — 2010
Bachelor of Science, Finance
Howard University 2005 — 2008
Insurance (Actuarial Science)
Whitney Young Magnet High School 2001 — 2005
NBCUniversal, Inc. April 2012 - Present
NBCUniversal, Inc. November 2007 - May 2012
AOL 2005 - 2007
Indo American Enterprises Inc 2001 - 2005
Tellme Networks 2000 - 2001
Excite@Home 2000 - 2000
Fox Filmed Entertainment 1999 - 1999
J.P. Morgan 1996 - 1998
J.P. Morgan 1995 - 1996
Skills
Web Video, Valuation, Strategy, Branded Entertainment, Video Production, Sales, Negotiation, Content Strategy, Business Planning, Television, Broadcast Television, Monetization, New Media, Entertainment, Financial Modeling, Online Advertising, Digital Marketing, Media & Entertainment, Integrated Marketing, Competitive Analysis, Mergers, Advertising Sales, Mobile Devices, Video, Mobile Advertising, Mobile Marketing, Social Media Marketing, Digital Media, Digital Strategy, Media Planning, Management, Cross-functional Team..., CRM, Analysis, Ad Networks, Behavioral Targeting, Advertising, Broadcast, Marketing, Social Media, Strategic Partnerships, Business Development, Content Development, VOD, Interactive Marketing, Digital Distribution, Media Buying, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance, Marketing, Technology
Dartmouth College 1991 — 1995
BA
J.P. Morgan April 2015 - Present
KPMG US August 2014 - April 2015
KPMG June 2011 - August 2013
Skills
Auditing, US GAAP, GAAP, Internal Controls, External Audit, Accounting, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, CPA, SEC filings, IFRS, Tax, Assurance, Financial Statements, Internal Audit, Big 4, Corporate Tax, Financial Audits, General Ledger, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Management, Finance, Account Reconciliation
Education
Delaware State University 2013 — 2014
Master of Business Administration (MBA), MBA (Masters in Business Administration), 3.8 GPA
Delaware State University 2010 — 2013
Bachelor of Science (B.S.), Accounting
CPI July 2014 - Present
J.P. Morgan May 2013 - August 2013
Time Inc. May 2012 - August 2012
Skills
Financial Analysis, Market Research, Organization, Microsoft Excel, Adobe Acrobat
Education
Wake Forest University 2010 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services, Senior
Deerfield Academy 2007 — 2010
High School Degree
J.P. Morgan August 2013 - Present
Global Platinum Securities April 2010 - October 2012
J.P. Morgan June 2012 - August 2012
Kingstown Capital Management June 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Equity Research, Valuation, Equities, Bloomberg Terminal, Hedge Funds, Alternative Investments, Investments, Financial Analysis, Portfolio Management, Economics, Real Estate, Data Analysis
Education
Massachusetts Institute of Technology 2009 — 2013
S.B., Mechanical Engineering and Management
Deerfield Academy 2005 — 2009
High School
KBW June 2014 - Present
RBC Capital Markets August 2013 - June 2014
Southwest Generation May 2012 - August 2013
J.P. Morgan June 2011 - August 2011
NBCUniversal, Inc. 2006 - 2010
Skills
Financial Modeling, Valuation, Market Research, Due Diligence, Microsoft Office, Financial Analysis, Private Equity, Investments, Bloomberg, Management, Capital Markets, Hedge Funds, Corporate Finance, Mergers & Acquisitions, Microsoft Excel, Investment Banking, Asset Management, Equities
Education
Williams College 2002 — 2006
Bachelor of Arts, English and History
University of Notre Dame 2010 — 2012
MBA, Finance and Investments
Deerfield Academy 1999 — 2002
Wells Fargo September 2014 - Present
J.P. Morgan June 2011 - May 2014
Barclays Capital, Singapore April 2010 - June 2011
Bank of America February 2009 - April 2010
Morgan Stanley May 2006 - February 2009
J.P. Morgan January 2005 - May 2006
Fidelity Investments June 2003 - December 2004
Skills
Electronic Trading, Low Latency, Continuous Integration, MarkLogic, FpML, Python, Fixed Income, Sybase, Agile Methodologies, Databases, SOA, Requirements Analysis, Business Process..., Oracle, SDLC, Java, AMQP, Test Driven Development, Scrum, C++, Ext JS, TIBCO Rendezvous, Spring, JMS, Design Patterns, Epiphany, Jenkins, Prime Brokerage, Regulatory Requirements, PL/SQL, Subversion, JUnit, Stored Procedures, Multithreading, OOAD, Apache Velocity, XQuery, Maven, Java Enterprise Edition, Fitnesse, Order Management, Interest Rate Swaps, Spring Framework
Education
Harcourt Butler Technological Institute
Master's Degree
Delhi Vishwavidyalaya
BS
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
ASK Pravi Capital March 2012 - June 2013
Credit Suisse November 2009 - March 2012
Sutherland Global Services esrtwhile Adventity June 2008 - November 2009
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Private Equity, Equity Valuation, Financial Analysis, DCF, Investments, Mergers & Acquisitions
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
CFA Institute (USA) 2009 — 2012
Chartered Financial Analyst (USA), Finance
Delhi College of Engineering 2004 — 2008
B.E., Computers
Barclay Friends September 2014 - Present
Blue Rock Yoga & Pilates LLC 2005 - Present
DCCC Clinical experience September 2012 - May 2014
St. Agnes Nurses Center April 2013 - April 2014
Prudential Insurance 1997 - 1999
J.P. Morgan January 1989 - January 1997
Skills
Leadership, Training, Entrepreneurship, Program Management, Teaching, Marketing Strategy, Fitness, Coaching, Management, Project Management, Public Speaking, Leadership Development, Executive Coaching, Personal Training, Staff Development, Fundraising, Human Resources, Pilates, Nursing Care, Healthcare, Team Building
Education
Widener University 2014 — 2015
BSN (expected December 2015), Registered Nursing/Registered Nurse, 4.0
Douglass College, Rutgers University 1985 — 1989
BA, English, Economics
Delaware County Community College 2012 — 2014
Associate's Degree, Registered Nursing
J.P. Morgan May 2010 - Present
Fifth Third Bank December 2007 - February 2008
Comerica Bank July 1998 - September 2007
Skills
Wealth Management
Education
Davenport University 2001 — 2007
Bachelor's degree, Business Administration and Management, General
J.P. Morgan June 2013 - Present
Citigroup August 2010 - April 2013
BAM Capital Management, LLC January 2008 - July 2010
Alopex Capital Management April 2003 - December 2007
Skills
Hedge Funds, Volatility, Equities, Portfolio Management, Proprietary Trading, ETFs, Options, Bloomberg, Equity Derivatives, Derivatives, Investments, Trading, Valuation, Capital Markets, Financial Modeling, Series 7, Financial Markets
Education
Massachusetts Institute of Technology 1998 — 2002
Bachelor of Science, Management Science
Deerfield Academy 1997 — 1998
Aragon High School 1993 — 1997
Merrill Lynch Private Banking & Investment Group June 2015 - Present
Barclays June 2012 - June 2015
J.P. Morgan November 1998 - June 2012
Eaton Vance March 1994 - June 1998
Education
Denison University 1987 — 1991
Bachelor of Science (BS), History
Newton North High School 1983 — 1987
The Kraft Heinz Company August 2015 - Present
H.J. Heinz Company July 2015 - August 2015
H.J. Heinz Company September 2014 - June 2015
J.P. Morgan January 2014 - August 2014
J.P. Morgan June 2011 - January 2014
J.P. Morgan November 2008 - June 2011
Regions Financial Corporation June 2008 - November 2008
J.P. Morgan June 2006 - July 2006
Skills
Banking, Investment Banking, Hedge Funds, Financial Modeling, Fixed Income, Portfolio Management, Investments, Equities, Bloomberg, Risk Management, Strategy, Leadership, Derivatives, Series 7, Asset Management, Alternative Investments, Securities, Financial Services, Mutual Funds, Business Development, Credit, Private Equity, CPG Sales, CPG Industry, E-commerce, Mandarin
Education
Davidson College 2004 — 2008
Bachelor of Arts (B.A.), Political Science
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Bullero Capital July 2012 - September 2012
Williams College Investment Office January 2012 - January 2012
The Boston Consulting Group June 2011 - July 2011
Skills
Investment Banking, Hedge Funds, Private Equity, Economics, Valuation, Stata, Research, Bloomberg, R, Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Statistics, Econometrics, Emerging Markets, Spanish, Capital Markets
Education
Williams College 2010 — 2014
Bachelor of Arts, Economics, Magna Cum Laude
University College London, U. of London 2012 — 2012
Bachelor of Arts, Economics
Delhi Public School - R. K. Puram 2006 — 2010
Coatue Management April 2015 - Present
J.P. Morgan June 2013 - March 2015
ATP Tour July 2012 - June 2013
Citi June 2011 - August 2011
Malaria No More Fund June 2009 - July 2009
Skills
Microsoft Excel, PowerPoint, Capital IQ, Financial Analysis, Financial Accounting, Financial Modeling, Credit Analysis, Market Research, Valuation, Factset, Data Analysis, Public Speaking, Social Media, Investment Banking, Event Planning, Tennis, Bloomberg, Economics, Research, Microsoft Office
Education
Dartmouth College 2008 — 2012
BA, History
New Trier High School 2005 — 2008
3.9
J.P. Morgan September 2013 - Present
J.P. Morgan Asset Management August 2012 - September 2013
Skills
Python, Macroeconomics, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Fundraising, Time Management, Team Building, Statistics, Econometrics
Education
The Ohio State University 2014 — 2016
Master of Business Administration (M.B.A.)
Denison University 2008 — 2012
Bachelor of Arts, Economics; Mathematics
Sandusky High School 2004 — 2008
J.P. Morgan 2014 - Present
Education
Dartmouth College 2010 — 2014
Finance and Impact Investing March 2015 - Present
J.P. Morgan July 2011 - March 2015
George Smith Partners September 2008 - July 2011
Lancaster Pollard March 2008 - May 2008
Skills
Real Estate, Underwriting, Capital Markets, CMBS, Commercial Real Estate, Financial Structuring, Real Estate Economics, Real Estate Development, Financial Modeling, Investments, Financial Analysis, Loans, Acquisitions, Asset Management, Valuation, Equities
Education
Denison University 2004 — 2008
B.A., Economics
Albert-Ludwigs-Universität Freiburg im Breisgau 2006 — 2006
Friends School of Baltimore
J.P. Morgan June 2015 - August 2015
The J.M. Smucker Company January 2013 - July 2014
SensoryEffects Flavor Systems 2009 - 2011
Skills
Dairy, Product Development, Flavors, Microsoft Office, Food, PowerPoint, Microsoft Excel, Chemistry, Food Science
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Denison University 2008 — 2012
Bachelor of Sciences, Biology
Villa Duchesne High School 2004 — 2008
Danish Institute for Study Abroad
Medical Practice and Policy
J.P. Morgan July 2014 - Present
Citi December 2012 - July 2014
Sallie Mae 2009 - 2011
SallieMae 2009 - 2011
Skills
Loans, Financial Reporting, Financial Analysis, Customer Service, Process Improvement, Access, Management, Financial Services, Microsoft Excel, Leadership
Education
Wilmington College 2012 — 2013
Master of Business Administration (M.B.A.), Accounting
Delaware State University 2005 — 2009
Bachelor of Applied Science (BASc), Accounting
J.P. Morgan May 2015 - Present
JPMorgan Chase & Co. July 2013 - May 2015
Stacy Dickinson Personal Training May 2010 - May 2015
JP Morgan Chase Bank, NA January 2013 - July 2013
JPMorgan Chase November 2011 - January 2013
KeyPoint Credit Union January 2011 - November 2011
lululemon athletica 2010 - 2011
24 Hour Fitness July 2005 - December 2010
UC Davis Memorial Union June 2004 - June 2006
Imani Clinic June 2003 - March 2006
Education
De Anza College 2010 — 2013
Accounting/ Marketing Management
University of California, Davis 2001 — 2006
Exercise Biology, Applied Exercise and Physiology
Leigh High School 1997 — 2001
High School Diploma
Deloitte July 2015 - Present
Deloitte January 2014 - Present
J.P. Morgan June 2013 - January 2014
Vanguard May 2012 - August 2012
Delaware State University May 2011 - May 2012
PwC June 2010 - August 2011
Delaware State University January 2010 - May 2011
Skills
Accounting, Bookkeeping, QuickBooks, Income Tax, Tax, Tax Preparation, Financial Accounting, Tax Returns, Financial Reporting, Accounts Payable, Microsoft Excel, Auditing, Peachtree, Accounts Receivable, Account Reconciliation, Journal Entries, General Ledger, Microsoft Word, Payroll, Corporate Tax, GAAP, Internal Audit, Microsoft Office
Education
Wilmington University 2012 — 2015
Master of Business Administration (M.B.A.)
Delaware State University 2008 — 2012
Bachelor of Science (B.S.), Accounting
St. Benedict's Prep 2004 — 2008
UBS Investment Bank May 2011 - Present
MphasiS February 2007 - May 2011
Deutsche Bank March 2011 - April 2011
JPMorgan Chase January 2010 - February 2011
J.P. Morgan October 2008 - January 2010
Citi May 2008 - August 2008
Fidelity Investments April 2007 - April 2008
Ness Technologies October 2003 - January 2007
Skills
Business Analysis, Global Delivery, Software Project..., SDLC, Requirements Analysis, Vendor Management, Investment Banking, Offshoring, Investments, Capital Markets, Strategy, Financial Services, Equities, Fixed Income, Banking, Management
Education
Indian Institute of Management, Bangalore 2005 — 2006
Executive Management, Management
Symbiosis International University 2001 — 2003
Master of Business Administration (MBA), Information Technology Project Management
Delhi University 1998 — 2001
Bachelor of Commerce (Honors)
J.P. Morgan April 2012 - Present
The College of New Jersey 2000 - 2005
Education
Davenport University 2009 — 2011
M.B.A.
Xavier University School of Medicine 2006 — 2010
M.D.
The College of New Jersey 2000 — 2005
B.A., psychology
J.P. Morgan January 2015 - Present
J.P. Morgan May 2014 - January 2015
Citi July 2012 - April 2014
Wilmington University 2012 - 2013
Citi September 2010 - July 2012
HSBC January 2009 - July 2010
Mobile Solution Corporation October 2006 - March 2007
Skills
Banking, Financial Analysis, Analysis, Management, Microsoft Excel, Financial Modeling, Strategic Planning, Accounting, Risk Management, Customer Service, Financial Reporting, Data Analysis, Financial Accounting, Access, Strategy, Financial Risk, Leadership, Microsoft Office
Education
Wilmington University 2012 — 2013
Master of Business Administration (MBA)- (GPA 3.6/4.0), Finance and Financial Management Services
Wilmington University 2009 — 2011
Bachelor's degree, Accounting and Finance
Delaware Technical and Community College-Stanton-Wilmington 2005 — 2007
Associate's degree, Accounting
Cooch and Taylor November 2011 - Present
Tastykake Distributor October 2011 - Present
Potter Anderson & Corroon LLP May 2000 - November 2011
Hoffman Properties LLC July 1999 - September 2011
Xerox 1997 - May 2000
AIG Life 1994 - 1997
J.P. Morgan 1993 - 1994
ALICO / AIG Life 1990 - 1993
Skills
Microsoft Excel, Management, General Ledger, QuickBooks, Outlook, Accounting, Customer Service, Litigation, PowerPoint, Account Reconciliation, Legal Research, Social Media, Microsoft Office, Accounts Receivable, Microsoft Word, Event Planning, Payroll
Education
Delaware Technical and Community College-Stanton-Wilmington
Fairwinds Christian School
William Penn High School
Wilmington University
J.P. Morgan October 2012 - Present
Principal Financial Group December 2006 - October 2012
LaSalle Bank November 2001 - December 2006
Comerica April 1998 - November 2001
Skills
Retirement Planning, Series 7, 401k, Retirement, Business Planning, Investments, Profit Sharing, Defined Benefit, Pensions, Plan Design, Asset Allocation, ERISA, Deferred Compensation, Customer Relations, Retirement Services, Consultative Selling, Non-profits, Municipalities, Business Development, Financial Services, Business Strategy, Corporate Benefits, Strategic Consulting, Contract Negotiation, Salesforce.com
Education
University of Michigan-Dearborn 2009 — 2011
MBA, Finance
Davenport University 1998 — 2002
B.S., Finance and Management
Diamond State Financial Group March 2015 - Present
Wallstreet Playdates July 2014 - Present
J.P. Morgan April 2013 - April 2015
Merrill Lynch June 2012 - July 2013
Fidelity Investments February 2004 - October 2010
Skills
Series 7, Wealth Management, FINRA, 401k Rollovers, Asset Allocation, Investments, Defined Benefit, Securities, Strategic Financial..., Life, IRAs, Fixed Annuities, 401k, Mutual Funds, Uniform Combined State..., Series 6, Series 63, Retirement Planning, Retirement, Finance, Series 65, Financial Planning, Management, Public Speaking, Financial Services, Leadership, Financial Analysis, Customer Service, Portfolio Management, Risk Management, Insurance, Banking, Estate Planning, Asset Management, Equities, Financial Advisory, Life Insurance, Investment Advisory, Relationship Management, Investment Strategies, Social Media, Small Business, Cash Management, Fixed Income, Credit, Alternative Investments, Disability Insurance, Financial Modeling, Wealth, Microsoft Office
Education
Delaware State University 1999 — 2003
Finance and Banking, Accounting and Finance
Delaware State University 1999 — 2003
Bachelor's degree, Finance and Financial Management Services
New York Stock Exchange January 2015 - July 2015
New York Stock Exchange September 2010 - March 2015
Cowen and Company February 2007 - June 2010
Cowen and Company July 2006 - March 2007
Cowen and Company November 2002 - June 2006
Cowen and Company February 2000 - October 2002
J.P. Morgan February 1997 - January 2000
Skills
Valuation, Financial Structuring, Strategic Planning, Capital Markets, IPO, Alternative Investments, Private Placements, Private Equity, Mergers & Acquisitions, Financial Markets, Investor Relations, Equity Capital Markets, Finance, Investment Banking
Education
Harvard Business School 1991 — 1993
MBA
Thomas J Watson Fellowship 1988 — 1989
Drought's impact on subsistence farmers
Davidson College 1984 — 1988
BA, Economics
Brookwood Associates June 2014 - Present
Training The Street June 2013 - June 2014
Davidson College Human Resource Department August 2009 - May 2013
J.P. Morgan June 2012 - August 2012
First Federal Savings and Loan of Valdosta May 2011 - August 2011
First Federal Savings and Loan of Valdosta May 2007 - August 2010
Skills
Economics, Microsoft Office, Data Analysis, Event Planning, Stata, Fund Accounting, Adobe Creative Suite
Education
Davidson College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
BlackRock May 2014 - Present
J.P. Morgan April 2012 - May 2014
United States Air Force September 2012 - November 2013
J.P. Morgan March 2009 - April 2012
Merrill Lynch September 2007 - January 2008
Skills
Collateral Management, Public Speaking, Negotiation, Finance, Risk Management, Financial Analysis, Budgets, Microsoft Excel, Bloomberg, Leadership, Accountability, Project Management, Independent Thinking, Presentations, Communication, High level of initiative, Work Well Independently, Time Management, Multi Tasking, Superior Work Ethic, Statistical Data..., Strategic Planning, Business Analysis, Risk Analysis, Research, Java, Mathematics, Derivative Operations, Accounting, Client Service Oriented, Process Efficiency, US Treasuries, Dodd-Frank, Settlement Services, Metrics Reporting, Performance Metrics, Analysis, Access, Process Improvement
Education
Dartmouth College 2004 — 2008
Bachelor of Arts, Government
Scotiabank November 2013 - Present
JPMorgan Chase October 2011 - July 2013
Sumisho Motor Finance Corporation February 2011 - October 2011
J.P. Morgan November 2007 - March 2010
Skills
Transaction Processing, Supervisory Experience, Collections, Banking, Teller Operations, Back Office, Field Investigations, Risk Management
Education
De La Salle University 1998 — 2002
Bachelor of Science in Commerce, Major in Business Management
Guggenheim Partners March 2014 - Present
J.P. Morgan July 2012 - March 2014
Merrill Lynch January 2012 - April 2012
Wells Street Companies June 2011 - August 2011
Skills
Microsoft Office, Bloomberg Terminal, Series 6, Series 63, Sales
Education
Denison University 2008 — 2012
History, Spanish
JPMorgan Chase October 2013 - Present
J.P. Morgan 2013 - Present
Public Allies August 2012 - June 2013
HSBC January 2012 - August 2012
First National Services June 2009 - January 2012
Skills
Management, Project Management, AML, Quality Control, Software Documentation, Public Speaking, Policy, Process Improvement, Program Management, Research, Volunteer Management
Education
Wilmington University 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Delaware Technical and Community College-Stanton-Wilmington 2008 — 2009
Google April 2015 - Present
Google October 2013 - March 2015
Thomson Reuters August 2009 - October 2013
J.P. Morgan June 2005 - June 2007
J.P. Morgan January 2004 - June 2005
Education
Yale University - Yale School of Management 2007 — 2009
MBA
Delhi Public School - R. K. Puram
Rochester Institute of Technology
Bachelor of Science (B.S.)
The District Management Council April 2013 - Present
The District Management Council September 2012 - March 2013
Allianz August 2011 - September 2011
J.P. Morgan June 2011 - August 2011
Lehman Brothers (Nomura) July 2008 - June 2010
Skills
Stakeholder Engagement, Team Leadership, Integration, Business Development, Project Management, Strategy, Valuation, Financial Modeling, Equity Research, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Equity Valuation, Bloomberg, Financial Analysis, Due Diligence, Financial Markets
Education
Stanford University Graduate School of Business 2010 — 2012
MBA, Business Administration and Management, General
Shri Ram College of Commerce 2005 — 2008
BA(H) Economics, Economics
Delhi Public School - R. K. Puram 2003 — 2005
High School
Wells Fargo Securities February 1999 - Present
Banc of America Securities September 1995 - February 1999
J.P. Morgan June 1990 - September 1995
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Risk Management
Education
Harvard Business School 1988 — 1990
MBA, Business Administration
Davidson College 1981 — 1985
Bachelor's Degree, Economics
J.P. Morgan June 2015 - Present
J.P. Morgan July 2014 - June 2015
Sunshine Sachs January 2014 - July 2014
Teem'd July 2013 - December 2013
The Davidsonian August 2009 - May 2013
The Davidsonian August 2011 - March 2013
Thomson Reuters September 2012 - September 2012
Biltmore Hotel June 2012 - August 2012
Restaurante Taberna Tibiri Tabara May 2011 - August 2011
The Fessenden School May 2010 - August 2010
Skills
Spanish, Microsoft Excel, PowerPoint, Competitive Analysis, Corporate Training, Budget Proposals, Editing, Training & Development, Sales Presentations, Public Speaking, Research, Account Management, Human Resources, SaaS, Software Deployment, Product Demonstration, Social Media, Information Graphics, Software Documentation, Fundraising, Content Strategy, Event Planning, Advertising, Blogging, Newsletters, Copy Editing, Political Science, Literary Criticism, Creative Writing, Stata, Public Relations, Logistics Management, Operations Management
Education
Davidson College 2009 — 2013
Bachelor of Arts (B.A.), Political Science, English
Prep for Prep 2001 — 2013
St. Paul's School 2007 — 2009
High School
Fessenden School 2003 — 2006
J.P. Morgan July 2012 - Present
Mercer October 2008 - July 2012
Aon Hewitt August 2007 - July 2008
NCO Financial Systems July 2006 - August 2007
Skills
Series 7, Series 63, Training, Supervisory Experience, Constructive Feedback, Private Banking, Defined Contribution, Health Insurance, Mentoring Of Staff, Subject Matter Experts, HIPAA, ERISA, Saxophone, Big Brother, Microsoft Office, Superior Client Service, Financial Services, Banking, Client Services, Alternative Investments, Asset Management, Financial Advisory, Investments, Mutual Funds, Securities, Microsoft Excel, Investment Management, Employee Benefits, Financial Analysis, Retirement Planning, Microsoft Word, Finance, Retirement, 401k, Credit, PowerPoint, Risk Management, Human Resources, Financial Planning, Wealth Management, Management, Sales, Leadership, Process Improvement, Customer Service, Equities, Employee Relations
Education
Delta College 2006 — 2006
Nouvel 2001 — 2005
Concur June 2014 - Present
Bharti Walmart March 2010 - November 2011
J.P. Morgan March 2008 - March 2010
Skills
Consumer Insight, Data Analysis, Project Management, SQL, Data Mining, Reporting & Analysis, Database Administration, Business Analysis, Analytical Skills, Access Database, Valuation, Financial Analysis, Reporting Systems, Daily Reports, Visio, Microsoft Expression, Microsoft Excel, Finance
Education
Seattle Pacific University 2013 — 2014
Master of Science (MS), Information Systems Management
IBS Hyderabad 2006 — 2008
MBA, Finance
Delhi University 2003 — 2006
B.Com(Hons.)
State Street March 2015 - Present
J.P. Morgan June 2013 - March 2015
BNP Paribas January 2007 - June 2013
Skills
Fixed Income, Middle Office, Derivatives, Trading, Equities, Capital Markets, Asset Management, Bloomberg, Financial Markets, Hedge Funds, Investment Banking, Bonds, Options, Securities, Alternative Investments, Mutual Funds, FX Options, Prime Brokerage, Corporate Actions, Financial Risk, Corporate Finance, Equity Derivatives, Back Office, Settlement, Investments, Financial Modeling, Financial Services, Trading Systems, Portfolio Management, Banking, Bloomberg Terminal, Valuation
Education
University of Delaware 2005 — 2007
Masters, Economics
Delaware State University 2004 — 2005
Master of Business Administration (MBA), Finance, General
Delaware State University 2001 — 2004
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan August 2012 - Present
JP Morgan June 2011 - August 2012
College of the Holy Cross August 2007 - July 2010
Kenyon College January 2007 - July 2007
Octagon June 2006 - January 2007
FBR 2005 - 2005
Skills
Financial Modeling, Program Management, Recruiting, Financial Analysis, Fundraising, Coaching, Strategy, Public Speaking, Leadership, Corporate Finance, Data Analysis, Strategic Planning, Media Relations, Market Research
Education
Pontificia Universidad Católica de Chile 2012 — 2012
Master of Business Administration (MBA), Study Abroad, Strategic Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Business Administration and Management, General
Thammasat University 2011 — 2011
Master of Business Administration (MBA), Study Abroad, Thailand in the Global Economy
Davidson College 2002 — 2006
B.A., Political Science and Economics
The London School of Economics and Political Science (LSE) 2004 — 2004
Study Abroad, Political Economy
National Cathedral School 1993 — 2002
Diploma
J.P. Morgan April 2013 - Present
JP Morgan Chase Bank, N.A. Singapore August 2010 - March 2013
ANZ Banking Group June 2005 - August 2010
ANZ October 2004 - June 2005
ANZ February 2003 - September 2004
ANZ July 2002 - January 2003
ANZ February 1998 - 2002
Skills
Cash Management, Payments, Banking, Working Capital..., Product Management, Financial Transactions, Business Process..., Project Management, Financial Services, Liquidity Management, Treasury, Process Improvement, Accounts Receivable, Customer Service, Process Engineering, Sales, Treasury Management, Commercial Banking, Relationship Management, Finance, CRM, Financial Risk, Treasury Advisory, Customer Relations, Technology Integration, Counter Party Risk, Leadership, Internet Banking, Electronic Payments, Payment Systems, Business Process..., Core Banking, SWIFT payments, Treasury Services, Training, Cross Selling, Banking Relationships, Strategic Consulting, Consulting, Strategy
Education
University of Melbourne - Melbourne Business School 2007 — 2007
2007
Deakin University 2000 — 2004
MBA
Gladstone Park Secondary College 1987 — 1993
VCE
E&R Standard Gate LLC August 2015 - Present
Inspirational & Motivational Speaker August 2015 - Present
ERT October 2014 - August 2015
Capital Meats - New Castle Division April 2012 - March 2014
Brandywine River Ballroom September 2008 - March 2012
Smalls, Inc. July 1998 - March 2012
J.P. Morgan 1997 - 2003
Skills
Executive Support, Microsoft Office, Business Travel, Accounting, Bookkeeping, Tax, Customer Service, Auditing, Accounts Payable, Accounts Receivable, Management, Access, Bank Reconciliation, Project Management, Microsoft Word, Microsoft Excel, Payroll, Spreadsheets, Invoicing, Expenses, Office Management, Account Reconciliation, Office Administration, Time Management, Financial Analysis, Filing, Teamwork, Confidentiality, Cash Management, Forecasting, Data Entry, PowerPoint, Public Speaking, Social Media, Leadership, Event Management, Team Building, Research, Social Networking, Public Relations, Team Leadership, Entrepreneurship, Training, Budgets, Strategic Planning, Outlook, Marketing, Marketing Strategy, Inventory Management
Education
Dawn Career Institute Inc 2010 — 2011
Certificate, Medical Office Management/Administration
Kaplan University-Davenport Campus 2003 — 2005
Business Administration and Management, General
J.P. Morgan August 2013 - Present
ANZ October 2012 - January 2013
J.P. Morgan March 2011 - June 2012
Skills
Financial Analysis, Finance, Investment Banking, Analysis, Corporate Finance, Financial Services, Banking, Microsoft Office
Education
De La Salle University 2007 — 2011
Bachelor of Science, Business Administration and Management, General
Janney Montgomery Scott LLC May 2014 - June 2015
Mizuho Securities USA Inc. January 2013 - May 2014
Lazard Capital Markets May 2006 - December 2012
Janney Montgomery Scott LLC May 2002 - May 2006
ABN AMRO Bank N.V. June 2001 - April 2002
J.P. Morgan January 1993 - December 2000
Education
Dartmouth College
Robert Half March 2015 - Present
J.P. Morgan May 2014 - March 2015
Synerfac Technical Staffing October 2013 - May 2014
Easter Seals Delaware and Maryland's Eastern Shore May 2012 - August 2013
Brandywine School District March 2011 - December 2012
Skills
Leadership, Talent Acquisition, Customer Service, Applicant Tracking..., Recruiting, Technical Recruiting, Management, Onboarding, Interviews, Sourcing, Internet Recruiting, Human Resources, Microsoft Office, Temporary Placement, Staffing Services
Education
Wilmington University
Bachelor of Science (BS), Allied Health Management & Human Resources Management
Delaware Technical and Community College-Stanton-Wilmington
Associate of Arts and Sciences (AAS), Exercise Physiology
J.P. Morgan September 2015 - Present
Saks Fifth Avenue December 2014 - Present
Nordstrom April 2014 - December 2014
Estee Lauder Group of Companies April 2004 - April 2014
Estee Lauder Group of Companies September 2013 - January 2014
Massage Therapist January 2006 - September 2008
Skills
Sales, Customer Service, Training, Marketing, Strategic Planning, Retail, Recruiting, Merchandising, Event Planning, Sales Management, Brand Management, Visual Merchandising
Education
Davenport University
Studied business management and physical therapy
Flint School of Massage
CMT
MagicLinks September 2015 - Present
Standard Chartered Bank 2012 - 2015
BNP Paribas 2010 - 2012
J.P. Morgan 2006 - 2010
J.P. Morgan 2002 - 2006
Skills
Commodity, Hedging, Derivatives, Hedge Funds, Options, Trading, Financial Markets, Sales, Risk Management, Relationship Management, Commodity Risk..., Soft Commodities, Metals, Energy, New Business Development, Alternative Investments, FX Options, Capital Markets, Investment Banking, Finance, Strategy, Fixed Income
Education
Dartmouth College 1997 — 2001
BA, Economics with Applied Mathematics
Montclair High School 1993 — 1997
Neuberger Berman August 2013 - Present
J.P. Morgan August 2011 - August 2013
Chase Investment Services Corp. September 2010 - August 2011
Northwestern Mutual August 2007 - July 2009
Heineken May 2006 - December 2006
Skills
Investments, Financial Analysis, Leadership, Banking, Sales, Finance, Management, Portfolio Management, Entrepreneurship, Analysis, Microsoft Excel, Equities, Wealth Management, Financial Services
Education
Denison University 2003 — 2007
Bachelor’s Degree, Economics, Latin
KeyBank May 2007 - Present
J.P. Morgan July 1998 - March 2007
Education
David N. Myers University 2000 — 2005
Bachelor's degree, Human Resources Management and Services
J.P. Morgan July 2013 - Present
Bulldog Fund LLC March 2012 - May 2013
US Army November 2002 - April 2009
Skills
Financial Modeling, Finance, Banking, Equities, Asset Management, Strategic Financial..., Series 7, Economics, Asset Allocation, Risk Management, Portfolio Management, Investments, Financial Analysis
Education
University of Minnesota-Duluth 2009 — 2013
Bachelor of Business Administration (B.B.A.), Financial Markets
Defense Language Institute
Associate of Arts (A.A.), Persian-Farsi
J.P. Morgan December 2014 - Present
Family Dollar January 2014 - December 2014
Family Dollar June 2013 - January 2014
Sears Holdings Corporation October 2007 - January 2012
ACTS Retirement-Life Communities, Inc. April 2007 - October 2007
AlliedBarton Security Services January 2007 - April 2007
Macy's January 2003 - September 2006
United States Marine Corps October 1998 - October 2002
Skills
Exception Based..., Human Resources, Public Speaking, Customer Oriented, Strategic Planning, Liability Analysis, Business Communications, Microsoft Office, Negotiation, •Certified by..., Loss Prevention, OSHA, Asset Protection, Internal Investigations, Physical Security, CCTV, Surveillance, Military, Organized Retail Crime, Fraud, Security Management, Inventory, Microsoft Excel, Inventory Management, Shrinkage, Retail, Inventory Control, PowerPoint, Microsoft Word, Interviews, Big Box, Employee Training, Recruiting, Outlook, Profit, Investigation, Time Management, Schematic, Store Management, Research, Team Leadership, Training, Management
Education
Temple University 2012 — 2013
Bachelor of Business Administration, Business Management, 3.49 GPA
Delaware County Community College 2010 — 2011
Associates, Business adminastration, 3.63 GPA
J.P. Morgan May 2015 - Present
J.P. Morgan December 2014 - February 2015
Citi March 2010 - July 2013
Citi December 2008 - March 2010
Citi December 2005 - December 2008
Skills
Securities, Risk Management, Portfolio Management, Equities, Wealth Management, Process Improvement, Investments, Project Management, Critical Thinking, Customer Service, Sales Management, Operations Management, Microsoft Word, Windows, SAP, PeopleSoft, People Skills, People-oriented, Visio, Business Analysis, Data Entry
Education
Goldey Beacom College 2008 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Delaware Technical and Community College-Stanton-Wilmington 2004 — 2004
Certification, Paralegal
West Chester University of Pennsylvania 1999 — 2004
Bachelor of Arts (B.A.), Political Science
Aquinas High School 1995 — 1999
Diploma
Mesirow Financial April 2015 - Present
EY February 2013 - March 2015
J.P. Morgan March 2010 - February 2013
J.P. Morgan July 2007 - February 2010
JPMorgan June 2005 - June 2007
DePaul University September 2003 - June 2005
Education
DePaul University 2003 — 2007
BS, Finance & Economics
J.P. Morgan February 2015 - Present
Legg Mason June 2014 - August 2014
Barclays November 2013 - May 2014
Bayhealth Medical Center June 2013 - May 2014
Skills
Event Management, Teamwork, Time Management, Fundraising, Data Entry, Blogging, Event Planning, Management, Public Speaking, Social Media, Strategic Planning, Sales, Photoshop, Graphic Design, Customer Service, Teaching, Public Relations, Microsoft Excel, Entrepreneurship, Facebook, Leadership, Creative Writing, PowerPoint, Community Outreach, Microsoft Word, Microsoft Office, Project Management, Social Networking, Research, Social Media Marketing, Financial Analysis, Marketing, Outlook, Data Analysis, Training, Leadership Development, Budgets, Coaching, Team Building, Finance, Analysis, Investments
Education
Delaware State University 2010 — 2014
Bachelor of Science, Finance and Banking, Magna Cum Laude
Dover High School 2006 — 2010
Civitas Partners October 2010 - May 2015
Merrill Lynch May 2003 - October 2010
TD Waterhouse Investor Services January 2002 - May 2003
Morgan Stanley April 2000 - December 2001
Chase Manhattan Bank August 1999 - April 2000
J.P. Morgan June 1999 - August 1999
Bank of New York May 1998 - August 1998
PNC Bank May 1997 - August 1997
Chase Manhattan Bank May 1996 - August 1996
First USA Bank September 1994 - August 1995
Skills
Financial Modeling, International Business, Executive Management, Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Series 7, Alternative Investments, Securities, Valuation, Bonds, Banking, Asset Management, Credit, Leadership
Education
Delaware State University
Master of Business Administration (M.B.A.), Finance, 3.63 GPA
Investment Banking Institute 2008 — 2008
Certificate, Investment Banking
Delaware State University 1995 — 1999
Bachelor of Science, Business Administration
William Penn High School 1991 — 1994
Diploma, Business
J.P. Morgan Vice PresidentJPMorgan Chase & Co.2011 - Present
Skills
Mortgage Banking, Foreclosures, Communication, Real and Personal..., Policy/Procedure Writing, Government Compliance, Agency Relations, Federal Regulations, Management, Project Management
Education
Ohio Northern University—Claude W. Pettit College of Law 2007 — 2010
Doctor of Law (J.D.)
Denison University 2003 — 2007
Capgemini Government Solutions 2006 - Present
First Asia Corporation 2003 - 2005
Hudson View Construction 2002 - 2003
J.P. Morgan 2001 - 2002
Skills
Management Consulting, Supply Chain Management, Program Management, Logistics, Supply Chain, Business Intelligence, Project Management, Demand Planning, Business Process..., Supply Chain..., IT Strategy, Business Transformation, Business Analysis, Business Strategy, Transportation, Forecasting, Outsourcing, Supply Chain Operations, Change Management
Education
Massachusetts Institute of Technology 2005 — 2006
MEng, Logistics
Davidson College 1996 — 2000
BA, Economics
UBS Wealth Management August 2015 - Present
Deutsche Bank May 2013 - March 2015
Fi-Tek, LLC June 2012 - April 2013
J.P. Morgan July 2011 - June 2012
JudeSoft, Inc. November 2010 - July 2011
UBP Asset Management June 2008 - November 2010
Goldman Sachs December 2000 - June 2008
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Equities, Asset Management, Risk Management, Fund Of Funds, Governance, CRM, Trade Life Cycle, Fund Accounting, Operations, Cash Management, SOC 1, IT Governance, Financial Services, Strategy, Compliance, SSAE 16, Architecture, IT Infrastructure..., Enterprise IT..., IT Project & Program..., Java Enterprise Edition, Object Oriented Design, Application Frameworks, Director of Technology, Head of Technology, Vice President..., CTO, CIO, Senior Manager..., Trading Systems, Options, Trading, Cloud Computing, DevOps, Release Management, SDLC
Education
New York Institute of Technology
M.S., Computer Science
University of Delhi
M.Sc., Operations Research
J.P. Morgan September 2015 - Present
J.P. Morgan February 2014 - August 2015
DePaul University September 2010 - March 2013
Gloria Studio Photography & Video May 2009 - December 2012
DePaul University September 2011 - April 2012
DePaul University September 2010 - November 2011
Student Finance Association-DePaul Chapter August 2010 - June 2011
Skills
Higher Education, Student Development, Social Media, Microsoft Office, Community Outreach, Youth Mentoring, Leadership, Nonprofits, Editing, Time Management
Education
DePaul University 2009 — 2013
Bachelors of Science, Management Concentrations: Human Resources and Leadership & Change
Dynasty Financial Partners November 2014 - Present
J.P. Morgan June 2010 - October 2014
J.P. Morgan April 2007 - May 2010
Quattro M. Securities 2001 - 2002
Skills
Equities, Fixed Income, Asset Management, Investments, Alternative Investments, Capital Markets, Mutual Funds, Hedge Funds, Portfolio Management, Securities
Education
Delaware Valley University 2002 — 2006
Bachelor’s Degree, Business Finance
Cornwall Central High School
Ridgewood High School
J.P. Morgan September 2014 - Present
Delaware National Guard January 2011 - Present
Securitas Security Services USA, Inc. November 2013 - April 2014
Skills
Leadership, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Research, Investigation, Policy, Outlook, Team Leadership, Analysis, Risk Management, Security, Government, Data Analysis, Problem Solving, Report Writing, Documentation, Document Review
Education
Delaware Technical and Community College-Owens 2011 — 2013
Criminal Justice and Corrections
Caesar Rodney HS 2006 — 2010
High School Diploma, Criminal Justice and Corrections
J.P. Morgan March 2011 - Present
Morgan Stanley Smith Barney December 2009 - January 2011
Top Dog Sports January 2007 - December 2009
Velocity Sports Performance August 2006 - January 2007
Velocity Sports Performance August 2005 - July 2006
Velocity Sports Performance May 2005 - July 2005
Skills
Retirement Planning, 401k Rollovers, 401k, College Savings Plans, Personal Financial..., Customer Service, Investments, Leadership, Sales, Insurance, New Business Development, Sales Management, Program Management, Strategic Planning, Finance, Series 7, Business Development, Business Strategy, Management, Training, Coaching, Marketing
Education
The University of Georgia 2002 — 2004
BS, Sport Studies
Denison University 1999 — 2001
Kentucky Country Day 1995 — 1999
Chatham Financial 2006 - 2015
UBS Investment Bank 2003 - 2006
ASCOA 1999 - 2001
J.P. Morgan 1997 - 1999
Citi 1996 - 1997
Skills
Risk Management, Financial Analysis, Financial Modeling, Finance, Investments, Analysis, Customer Service, Management, Due Diligence, Mergers & Acquisitions, Corporate Finance
Education
University of Virginia Darden School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
Davidson College 1992 — 1996
Bachelor's Degree
Groton School 1988 — 1992
High School
Shady Side Academy
J.P. Morgan June 2015 - Present
Davidson College August 2012 - Present
Ada Jenkins Center August 2012 - Present
International House June 2014 - August 2014
Skills
Higher Education, French, Spanish, Modern Standard Arabic, Research, Public Speaking, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Editing, Microsoft Excel, Event Planning, Community Outreach, Teaching
Education
Davidson College 2012 — 2016
Bachelor's degree, Economics
CME Group December 2013 - September 2014
Grant Thornton 2014 - 2014
J.P. Morgan 2013 - 2014
Discover Financial Services November 2012 - May 2013
Atkore International March 2010 - August 2012
Johnson Controls Inc June 2007 - March 2010
Shell Vacations LLC January 2002 - January 2007
Skills
Internal Controls, Compliance, SOX, Auditing, Audit, Risk Assessment, GAAP, Accounting, Financial Analysis, Financial Reporting, Internal Audit, Process Improvement, Financial Planning, SAP, Sarbanes-Oxley Act, Analysis, Accounts Payable, Payroll, Finance, Variance Analysis, Cost Accounting, Access, General Ledger, Cash Flow, Account Reconciliation, QuickBooks, Accounts Receivable, Business Process, Budgets, Fixed Assets, Cash Management, Financial Risk, External Audit, Forecasting, Financial Accounting, Sarbanes-Oxley, IT Audit, Hyperion Enterprise, SEC filings, Consolidation, Managerial Finance, US GAAP, Financial Statements, Management, Accruals, Financial Audits
Education
Roosevelt University 2000 — 2004
Master, Business Administration; Accounting
Robert Morris University - Illinois 1998 — 2000
Bachelor, Business Administration; Management
Robert Morris University - Illinois 1997 — 1998
Associate, Applied Science; Business Administration; Business, Management, and Administration
DePaul University
J.P. Morgan June 2015 - Present
G Dental June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Leadership, Entrepreneurship, Social Media, Microsoft Office, Research, Bloomberg, Data Analysis
Education
Dartmouth College 2014 — 2018
Economics
Science Honors Program at Columbia University 2012 — 2014
Psychology, Neuroscience, Pharmacology, and Astronomy
Trinity School 2008 — 2014
Institute for Entrepreneurship 2011 — 2011
J.P. Morgan October 2013 - Present
Barclays Wealth and Investment Management in the Americas September 2008 - October 2013
Lehman Brothers May 2004 - September 2008
Skills
Financial Services, Trading, Wealth Management, Asset Management, Asset Allocation, FINRA, Private Equity, Business Strategy, Investments, Emerging Markets
Education
Hamilton College 2001 — 2004
Bachelor's degree, Economics & Mathematics
Davidson College 2000 — 2001
Economics, Mathematics
J.P. Morgan June 2013 - Present
J.P. Morgan Asset Management May 2011 - May 2013
JP Morgan June 2008 - May 2011
Denison University March 2006 - December 2006
Skills
Analysis, Asset Management, Banking, Credit, Fixed Income, Management, Marketing, Mutual Funds, Portfolio Management
Education
Denison University 2003 — 2007
Morgan Stanley January 2013 - Present
J.P. Morgan April 2012 - December 2012
Sallie Mae October 2010 - April 2012
Bank of America June 2010 - October 2010
Bank of America December 2008 - October 2010
Bank of America March 2008 - December 2008
Wireless Advocates October 2004 - October 2007
Skills
Credit Analysis, Customer Service, Loans, Financial Analysis, Financial Services, Microsoft Office, Credit Risk, Fraud, Leadership, Investments, Microsoft Excel, Wealth Management, Asset Allocation, Securities, Customer Relations, User Acceptance Testing, Risk Assessment, Unix, Fraud Prevention, Sales Management, Testing, Credit Card Processing, Fraud Analysis, Direct Marketing, Direct Sales, Investment Banking, High Net Worth..., Financial Modeling, Asset Management, Account Reconciliation, Equities, Series 7
Education
Wilmington University 2007 — 2008
Bachelors of Science, Marketing
Delaware Technical and Community College-Stanton-Wilmington 2005 — 2007
Assocaites of Applied Science, Business Administration
University of Delaware 2001 — 2005
Non-Degree, Leadership & Consumer Economics
J.P. Morgan April 2015 - Present
Argus Information and Advisory Services December 2012 - April 2015
Bureau of Economic Analysis May 2012 - August 2012
Hobcaw Cafe, LLC May 2009 - July 2012
Natural Chef, LLC May 2009 - February 2010
UBS Wealth Management May 2008 - July 2008
Summit Financial Resources 2006 - 2006
Skills
Financial Analysis, Financial Modeling, Programming, Analysis
Education
Rutgers Business School 2011 — 2012
Master, Quantitative Finance
Davidson College 2005 — 2009
Bachelors, Economics
J.P. Morgan March 2014 - Present
J.P. Morgan June 2013 - March 2014
Coach June 2012 - August 2012
Addison Whitney January 2012 - May 2012
Clapp Communications June 2011 - August 2011
Skills
Social Media Marketing
Education
Davidson College 2009 — 2013
Bachelor of Science, Psychology Major, Concentration in Communication Studies
Roland Park Country School
HSBC Global Banking and Markets May 2001 - September 2014
HSBC Global Banking and Markets 1997 - 2001
J.P. Morgan 1995 - 1997
J.P. Morgan 1993 - 1995
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, SharePoint, Visio, LexisNexis, Volunteering, Events Coordination, Travel Planning, PTA Treasurer, Employee Engagement, KYC, Multi-task & Handle..., Prioritize Workload, Teamwork, Presentations, Customer Service, Due Diligence
Education
Wilmington College 1995 — 1996
Courses related to Business Adminstration
Delaware Technical and Community College-Stanton-Wilmington 1990 — 1994
Business Management
Wolverine Trading May 2015 - Present
J.P. Morgan September 2010 - May 2015
PEAK6 Investments, LP August 2007 - August 2010
Trading Technologies May 2005 - August 2007
Bear Stearns March 1998 - February 2005
Skills
Trading, Software Development, SDLC, Options, Electronic Trading, Trading Systems, Derivatives, .NET, Quantitative Finance, Distributed Systems, VBA, Market Data, Interest Rate..., Risk Management, Software Project..., Financial Markets, Equities, Equity Derivatives, FX Options, Fixed Income
Education
Delhi University 1992 — 1995
Bachelors of Science, General Sciences
J.P. Morgan September 2013 - Present
Credit Suisse January 2012 - September 2013
Credit Suisse August 2010 - January 2012
Credit Suisse September 2008 - August 2010
Concur Technologies September 2007 - September 2008
Diageo December 2006 - July 2007
Citibank January 2004 - December 2006
Procter & Gamble July 2002 - January 2004
Skills
Operational Excellence, Continuous Improvement, Project Management, Stakeholder Management, Business Process..., Business Process..., Business Analysis, Process Mapping, Process Engineering, Process Control, Cross-functional..., Change Management, Integration, ERP, Operational Risk, Business Process, Procure-to-Pay, RRP, Shared Services, Project Delivery, Business Process..., Process Improvement, Six Sigma, CRM, Business Intelligence, Management, Financial Services, SAP, Analysis, Business Transformation, Leadership
Education
De La Salle University 1998 — 2001
Bachelor of Science (B.S.), Accounting
Boeing September 2009 - Present
Boeing January 2008 - Present
Northern Trust January 2007 - December 2007
Northern Trust January 2003 - December 2006
Northern Trust August 2001 - January 2003
Northern Trust August 1999 - August 2001
Northern Trust July 1997 - July 1999
Northern Trust October 1996 - July 1997
Northern Trust September 1995 - October 1996
J.P. Morgan October 1993 - September 1995
Skills
Pensions, Valuation, Buy-side, Requirements Analysis, Asset Managment, Investment Management..., Operational Risk..., 401k, Global Custody, Investment Guideline..., Fixed Income, Equities, Alternative Investments, Retirement Plan..., Outsourced Service..., Financial Services, Securities, Portfolio Management, Asset Allocation, Outsourcing, Asset Management, Financial Risk, Investment Management, Mutual Funds, Analysis, Management, Trading
Education
DePaul University 1996 — 1998
MBA, Business Administration and Management, General
University of New Hampshire 1988 — 1993
Bachelor of Arts, English
Parkland H.S. 1985 — 1988
J.P. Morgan April 2014 - Present
America's Cup Organizing Committee May 2011 - November 2013
San Francisco Museum of Modern Art November 2008 - May 2011
California Academy of Sciences October 2006 - October 2008
Museum of Craft and Folk Art June 2005 - October 2006
Asian Art Museum September 2003 - June 2005
iXL May 1999 - June 2001
Financial Relations Board 1997 - 1999
Skills
Business Development, Philanthropy, Fundraising, Volunteer Management, Sponsorship, Annual Giving, Event Planning, Fundraisers, Event Management, Nonprofits, Community Outreach, Public Relations, Board Development, Social Media, Media Relations, Marketing Communications, Program Development, Grant Writing, Editing, Museums, Non-profits, Strategic Partnerships, Arts Administration, Stewardship, Prospect Research
Education
Deerfield Academy
Duke University
J.P. Morgan 2011 - Present
Laing O'Rourke July 2006 - August 2009
Education
Massachusetts Institute of Technology 2009 — 2010
MS, Real Estate Finance & Economics
The University of Chicago - Booth School of Business 2007 — 2007
SBSP, Business
Delhi College of Engineering 2002 — 2006
BE, Civil Engineering
Air Force Golden Jubilee Institute - New Delhi
Oscar Gruss September 2015 - Present
APB Financial Group, LLC November 2014 - September 2015
The Vertical Group October 2013 - September 2014
Louis Capital Markets February 2012 - December 2012
Auriga USA LLC January 2010 - December 2010
Pali Capital May 2004 - December 2010
J.P. Morgan January 2002 - December 2003
Foster Wheeler 1984 - 1986
Skills
Hedge Funds, Equity Trading, Investments, Series 7, Equities, Equity Research, CFA Level 2 Candidate, Financial Modeling, Mergers & Acquisitions, Trading, Bloomberg, Buy-side, FINRA, Series 63, Portfolio Management, Capital Markets, Equity Derivatives, Due Diligence, Finance, Options, Chartered Financial...
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance, 3.8
Stevens Institute of Technology 1991 — 1993
Master of Engineering, Chemical Engineering, 3.1
Davidson College 1984 — 1988
Bachelor of Science (B.S.), Chemistry
West Essex
Merril Lynch Vice PresidentCiti groupDecember 2012 - Present
Prime Services Credit Suisse Bank 2008 - Present
Credit Suisse 2008 - 2010
Merrill Lynch 2006 - 2007
CITI 2004 - 2007
Citigroup 2004 - 2007
J.P. Morgan 1999 - 2004
Skills
Agile Methodologies, Business Analysis, Derivatives, Equities, Fixed Income, Investment Banking, Software Project..., Trading Systems
Education
Delhi University 1983 — 1993
Snow Capital Management L.P. 2011 - Present
Snow Capital Management L.P. 2006 - 2011
Prudential Equity Group November 2001 - November 2006
Credit Suisse January 1997 - July 1999
J.P. Morgan July 1996 - December 1997
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance and Marketing
Davidson College 1992 — 1996
BA, English
The Madeira school
Morgan Stanley Investment Management July 2015 - Present
Credit Suisse June 2014 - July 2015
Morgan Stanley 2001 - 2014
KPMG 1999 - 2001
J.P. Morgan 1994 - 1996
Skills
Chartered Financial..., Certified Financial..., Certified Investment..., Unified Managed Accounts, Separately Managed..., Investment Advisory, Wealth Management, Alternative Investments, Equities, Series 7, Series 24, Series 63, Series 65, Process Improvement, Business Strategy, Business Analysis, Financial Analysis
Education
Dartmouth College 1988 — 1992
A.B., Sociology/Psychology
Zicklin School of Business, Baruch College, CUNY (Jack Nash Honors MBA Program) 1997 — 1999
MBA, Finance and Investments
Lawrenceville School 1983 — 1988
J.P. Morgan June 2006 - June 2012
RUSSELL INVESTMENT GROUP January 1994 - January 2006
ABEL NOSER CORPORATION January 1988 - January 1994
IBM CORPORATION January 1983 - December 1987
LANIER BUSINESS PRODUCTS January 1982 - January 1983
UNITED TELEPHONE COMPANY July 1980 - December 1981
Skills
Technical Sales..., Asset Management, Risk Analysis, Risk Management, New Business Development, Business Relationship..., Cross Selling, Transaction Cost..., Asset Managment, Portfolio Management, Equities, Financial Services, CRM, Business Development, Investment Management, Securities, Competitive Analysis, Trading, Hedge Funds, Alternative Investments, Management, Strategy, Investments
Education
Denison University
Bachelor of Arts, Economics
Horace Greeley High School
JPMorgan Chase June 2013 - Present
Emme Cadeau 2015 - 2015
Emme Cadeau 2015 - 2015
Emme Cadeau 2015 - 2015
JPMorgan Chase June 2010 - June 2013
JPMorgan Chase & Co. September 2008 - June 2010
J.P. Morgan February 2006 - September 2008
Analysis Group May 2004 - February 2006
Skills
Excel, Access, Word,..., Business Strategy, Business Analysis, Business Planning, Business Intelligence, Financial Analysis, Econometrics, Data Modeling, Management, Finance, Portfolio Management, Risk Management, Analysis, Investments, Financial Modeling, Strategic Planning, Banking, Microsoft Excel, Microsoft SQL Server, SAS Programming
Education
Fordham University 2002 — 2004
Masters, International Economics and Development
Dartmouth College 1997 — 2001
B.A. Mathematics
David Jeffrey Associates June 2010 - June 2015
Baruch College July 2009 - August 2014
Marsh & McLennan Companies, Inc. 2005 - 2008
Marsh & McLennan Securities Corp. March 1998 - December 2004
J.P. Morgan 1978 - 1998
Skills
Strategy, Financial Analysis, Private Equity, Mergers, Mergers & Acquisitions, Corporate Finance, Corporate Development, Teaching, Leadership, Venture Capital
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Finance
University of North Carolina at Chapel Hill 1973 — 1976
BA, Economics
Deerfield Academy 1969 — 1973
San Francisco Ballet February 2012 - Present
Davidson College June 2009 - Present
San Francisco Ballet 2001 - Present
Potential Energy/Darfur Stoves Project June 2012 - August 2015
California CASA 2011 - 2014
San Francisco Ballet Auxiliary September 2001 - 2014
J.P. Morgan 1986 - 1995
Skills
Philanthropy, Corporate Finance, Social Media, Non-profits, Volunteer Management, Finance, Fundraising, Recruiting, Program Development, Organizational..., Board Development, Training, Leadership, Microsoft Excel, Program Management, Strategic Planning, Public Relations, Leadership Development, Entrepreneurship, Grants, Nonprofits
Education
Davidson College 1980 — 1984
BA, Psychology
Salem Academy 1977 — 1980
JPMorgan Chase 1991 - Present
Landor Associates 1990 - 1991
J.P. Morgan 1987 - 1990
Desgrippes Gobe 1985 - 1987
Wang Labs 1983 - 1985
Skills
Integrated Marketing, Leadership, Direct Marketing, Typography, Branding & Identity, Management, Program Management, Art Direction, Graphic Design, Corporate Identity, Interaction Design, Corporate Branding, Creative Direction, Web Design, Strategy, Logo Design, Creative Strategy, Graphics, Brand Development
Education
Yale University 1980 — 1982
MFA, Graphic Design
Rhode Island School of Design 1979 — 1980
Fellow, Graphic Design
Delft University of Technology 1974 — 1975
industrial Design
State Farm September 2012 - Present
J.P. Morgan July 2009 - September 2012
JP Morgan March 2008 - June 2009
JP Morgan March 2007 - March 2008
JP Morgan June 2003 - March 2007
Skills
Derivatives, Options, Mergers & Acquisitions, Fixed Income, Trading, Equities, CRM, Bloomberg, Mutual Funds, Management, Banking, Portfolio Management, Securities, Credit, Financial Services, Risk Management, Investments
Education
Northwestern University - Kellogg School of Management 2006 — 2009
MBA, Management and Strategy, Management and Organizations
DePaul University 2003 — 2006
Business Management and Development, Business Administration and Management, General
Florida State University 1994 — 1997
Undergraduate coursework
Ohio Board of Speech Language Pathology and Audiology January 2015 - Present
Solution One, Inc. March 2011 - Present
Subaru of America August 2014 - October 2014
State of Ohio - Department of Developmental Disabilities March 2014 - April 2014
State of Ohio Firstnet/MARCS/SLIGP Project December 2013 - February 2014
J.P. Morgan February 2013 - May 2013
J.P. Morgan October 2012 - October 2012
Huntington National Bank August 2012 - September 2012
Veeam Software April 2012 - June 2012
J.P. Morgan Chase Financial Services September 2011 - March 2012
Skills
Research & Development..., Analysis, Management, Strategy, Critical Thinking, Leadership Development, Training, Public Relations, Public Speaking, Research, Creative Writing, Entrepreneurship, Risk Management, Start-ups, Strategic Financial..., Data Analysis, Financial Analysis, Loans, Project Management, Program Management, Asset Management, Portfolio Management, Investments, REO Properties, Financial Modeling, Microsoft Excel, FUTURES & FOREX, Like-Kind Exchanges..., Corporate Business..., Anti Money Laundering..., AML/BSA, Homeland Security, DOD – Pentagon, Weapons, Security Operations, National Security, Naval Special Warfare, Navy Explosive Ordnance..., Counterterrorism, Army Infantry, Army Ammunition..., Intelligence Analysis, Tele & Data..., Space Systems, Tactical Satellite..., Cryptographic Material..., Security Clearance, Customer Service
Education
Naval Special Warfare Group One (NSWG-1) Mobile Communications Team (MCT), NAB Coronado, CA 1998 — 1998
NEC Certification, Seal Team Tactical Communications, 4.0
Stanford University 1992 — 1994
Internship, Far East and South Pacific Asian Studies, 4.0
San Jose State University 1989 — 1992
Associates, Business Administration & Asian Studies, 3.8
Explosive Ordnance Mobile Training Unit One (EODTU-1), Oahu, HI 1991 — 1991
NEC-5309 Reserve EOD Apprentice, Basic Demolitions/Render Safe Procedures for IED & Conventional Unexploded Ordnance, 4.0
Defense Language Institute 1987 — 1988
Intelligence Specialist Rating (IS3), Far East & South Pacific Intelligence Theatre of Operations, 4.0
Defense Language Institute 1987 — 1987
Certification, Chinese Language and Literature, 3.7
Naval Training Center - Radioman "A" School, San Diego, CA 1985 — 1986
Radioman "A" School, Computer Systems Networking and Telecommunications, 4.0
J.P. Morgan December 2012 - Present
Education
De La Salle University 2003 — 2007
Double Bachelor's Degree, BSc Applied Economics and BSc Finance
TD Bank Financial Group - Branches August 2014 - December 2014
UL December 2001 - 2013
Adecco Group August 2006 - January 2009
J.P. Morgan April 2001 - August 2001
Island Bay Inc July 1998 - April 2001
Eagle manufacturing March 1996 - July 1998
Citibank North America, Inc. September 1987 - August 1995
European American Bank August 1986 - September 1989
Leviton October 1983 - August 1986
Skills
Project Management, Troubleshooting, Project Planning, Testing, Microsoft Office, Recruiting, Onboarding, Interviews, Strategic Human..., Salary Negotiations, Leadership, Strategic Planning, Bank Operations, Management, Cross-functional Team..., Process Improvement, Product Development, Training, Six Sigma, Program Management, Operations Management, Team Building, Team Leadership, Customer Service, Sales, Strategy
Education
Saint Joseph's College 2012 — 2015
Bachelors Degree, Non-Profit/Public/Organizational Management
Suffolk County Community College 2009 — 2012
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Delhi University 1980 — 1983
philosophy, philosophy
University of Mumbai 1977 — 1978
Junior College, psychology
Bowline Construction 2003 - Present
Safway Services 2000 - 2003
UBS 1988 - 2000
J.P. Morgan 1987 - 1988
Lend Lease 1985 - 1987
Skills
Pre-construction, Change Orders, Contractors, Budgets, Construction, Construction Management, Contract Management, Subcontracting, Contract Negotiation, PowerPoint, Project Estimation, Business Development, Process Scheduler, Renovation, Project Bidding, Cost Control, Construction Safety, Project Planning, MS Project, Primavera P6, Procurement, Value Engineering, Supervisory Skills, LEED, Microsoft Project
Education
Denison University 1981 — 1985
Trinity-Pawling School
J.P. Morgan 2008 - August 2013
Bear Stearns and Company 2005 - 2008
Fidelity Investments 2003 - 2004
UBS 1987 - 2003
Skills
Series 7, Hedge Funds, Equities, Fixed Income, Securities, Bloomberg, Series 63, Alternative Investments, Capital Markets, Investment Management, Derivatives, Prime Brokerage, Electronic Trading, Bonds, Trading Systems, Mutual Funds, Asset Allocation, Asset Management, Equity Trading, Fund Of Funds, Options, Proprietary Trading, Trading Strategies
Education
New York University - Leonard N. Stern School of Business 1986 — 1987
Master of Business Administration (MBA), Finance
Dartmouth College 1977 — 1981
Bachelor of Arts (BA), English Literature
Jefferies December 2014 - Present
Jefferies May 2014 - December 2014
J.P. Morgan July 2011 - May 2014
Merrill Lynch June 2007 - June 2009
Merrill Lynch January 2008 - June 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Equity Research, Equities, Capital Markets, Hedge Funds, Bloomberg, DCF, Investments, LBO, Emerging Markets, Private Equity, Fixed Income, Due Diligence, Derivatives
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, Strategy
Davidson College 2003 — 2007
Bachelor of Arts, Economics and Applied Math
Achimota School 2000 — 2002
J.P. Morgan November 2013 - Present
JPMorgan Chase January 2012 - November 2013
JPMorgan Chase May 2011 - December 2011
JP Morgan Chase December 2009 - May 2011
JPMorgan Chase June 2008 - December 2009
JPMorgan Chase May 2007 - June 2008
JPMorgan Chase July 2006 - May 2007
Denison University 2001 - 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, Mortgage Lending, Banking, Risk Management, Financial Analysis, Leadership, Process Improvement, Analysis, Credit, Strategic Planning, Coaching, Sales, Management, Team Building, Data Analysis
Education
Denison University 2001 — 2005
Bachelor of Arts (B.A.), Cinematography and Film/Video Production
J.P. Morgan April 2014 - Present
JPMorgan Chase May 2013 - April 2014
J.P. Morgan March 2011 - May 2013
Metier Tribeca September 2008 - March 2011
ABC News June 2007 - August 2007
Skills
Management, Analysis, Microsoft Excel, Microsoft Office, Recruiting, Leadership, Customer Service, Strategic Planning, Project Management, Training, PowerPoint, Event Management, Budgets, Microsoft Word, Data Analysis, Sales, Social Media Marketing
Education
Davidson College 2004 — 2008
BA, English, French
J.P. Morgan June 2010 - April 2011
Washington Mutual 2005 - 2006
Accenture June 2004 - May 2005
Washington Mutual bank June 1997 - May 2004
Great Western Bank June 1984 - June 1997
Education
San Jose State 1986 — 1990
Bachelor, Social Science
De Anza College 1984 — 1986
AA, Social Sciences
J.P. Morgan October 2014 - Present
JPMorgan Chase March 2014 - Present
Bank of America December 2012 - March 2014
Bank of America November 2011 - December 2012
AW Finacials August 2011 - November 2011
State Farm March 2009 - July 2011
Skills
Banking, Financial Risk, Loans, Microsoft Excel, Retail Banking, Credit, Derivatives, FX Options, Account Reconciliation, Finance
Education
Delaware State University
Bachelors, Accounting
Caterpillar Logistics Services, Inc. December 2009 - Present
Caterpillar Logistics Services, Inc. July 2007 - December 2009
Rolls-Royce North America April 2006 - July 2007
J.P. Morgan September 2000 - March 2006
Ford Motor Company 1999 - 2000
Tower Group International 1994 - 1999
Skills
Supply Chain..., 3PL, Supply Chain, Logistics Management, Supply Chain Management, International Logistics, Customs Regulations, Logistics, Warehousing, Warehouse Management, Supply Management, Six Sigma, Transportation, C-TPAT, Materials Management, Shipping, Continuous Improvement, Operations Management, Freight, DMAIC
Education
Davenport University 2002 — 2003
MBA, Strategic Management
Scotia Capital May 2011 - Present
RBC Capital Markets March 2010 - May 2011
J.P. Morgan February 2009 - February 2010
UBS Investment Bank August 2005 - February 2009
Skills
Commodity Markets, Trading, Hedging, Natural Gas, Commodity, Derivatives
Education
Dartmouth College 1999 — 2003
BA, Economics
Bank of America March 2007 - February 2011
Lehman Brothers March 2001 - February 2007
J.P. Morgan July 1998 - February 2001
Education
Dartmouth College 1994 — 1998
AB, History
J.P. Morgan December 2013 - Present
Brown Brothers Harriman July 2012 - December 2013
Education
Dartmouth College 2008 — 2012
Bachelor's Degree, Economics and Asian & Middle Eastern Studies (AMES)
Cabrera Capital Markets, LLC February 2008 - Present
J.P. Morgan June 2006 - February 2008
Citi 2002 - 2005
Merrill Lynch 2000 - 2002
Education
Davidson College 2002 — 2006
A.B., Economics
Tecnológico de Monterrey 2004 — 2005
Economics
J.P. Morgan April 2014 - Present
Skills
C++, Python, Algorithms, Data Structures, Partial Differential..., Parallel Computing, SQL
Education
Dartmouth College 2009 — 2014
Doctor of Philosophy (Ph.D.), Engineering Sciences
Fudan University 2004 — 2009
B.S., Mechanical Engineering
J.P. Morgan July 2014 - Present
Comcast Cable July 2007 - Present
Comcast Cable January 2007 - January 2013
CEC Entertainment January 2002 - January 2007
GAP January 1998 - January 2002
Congo Funeral Home January 1998 - January 2002
Education
Wilmington University
Masters of Science, Organizational Leadership
Wilmington University
Masters of Science, Management
Delaware State University
Bachelor of Science, Management
Eiffel Tower Montessori February 2013 - Present
Belle Etoile September 2011 - January 2013
J.P. Morgan December 2010 - July 2011
Ogilvy & Mather June 2010 - August 2010
Skills
Mutual Funds, Account Management, Online Advertising, Social Media Marketing, Integrated Marketing..., Event Management, Manage Client..., Strategic Content..., Integrated Brand..., Advertising, Competitive Analysis, Relationship Management, Banking, Securities, Lotus Notes
Education
De La Salle University 2006 — 2010
Bachelor's Degree, Advertising Management, 3.22 USA grading scale
De La Salle University 2006 — 2010
Bachelor's Degree, Applied Economics, 3.22 USA grading scale
J.P. Morgan February 2015 - Present
Bayhealth August 2013 - January 2015
QuanTech 2011 - 2011
Delaware State University 2008 - 2009
University of Delaware 2008 - 2008
Skills
Western Blotting, Cell, Mammalian Cell Culture, Assay Development, Laboratory, Cancer Research, Research, Access, PowerPoint, Biology, Data Entry, PCR, Science, Ecology, Molecular Biology, Protein Assays, DNA extraction, Microscopy
Education
Delaware State University
Bachelor of Science (B.S.), Biology
J.P. Morgan April 2015 - Present
Capano Management Company February 2012 - June 2013
Delaware State Auditor - 2010 Reelection Campaign August 2010 - November 2010
Skills
Customer Service
Education
University of Delaware 2007 — 2012
Bachelors of Arts, Political Science
Delaware Technical and Community College-Stanton-Wilmington
Associate's degree, Business Administration and Management, General
CSC January 2002 - Present
CSC January 2007 - Present
CSC January 2000 - April 2013
CSC 1996 - 2013
CSC 2010 - 2012
irs 2002 - 2008
J.P. Morgan 1982 - 1996
Skills
COTS Functional Manager, Business Continuity..., COOP, IT Infrastructure..., Customer Service, Project Manager, Disaster Recovery, Business Analysis, Vulnerability Management, Data Center, Infrastructure, Enterprise Architecture, Integration, Risk Management, Information Technology, ITIL, Solution Architecture, IT Service Management, Service Delivery, Requirements Analysis, CISSP, Security, Business Continuity, Vendor Management, COTS, PMP, Troubleshooting, Business Continuity..., High Availability, IT Strategy, IT Management, Process Improvement, Visio, Software Documentation, System Deployment, PMO, Cloud Computing, Virtualization, Information Security..., Computer Security, Incident Management, IT Operations, Leadership, Project Portfolio..., Project Delivery, SDLC, Information Security, VMware, IT Outsourcing, System Administration
Education
DRII
Delaware Technical and Community College-Terry
Associate of Science (AS), Data Processing
J.P. Morgan April 2015 - Present
Education
Delaware State University 2011 — 2014
Master of Business Administration (MBA), Finance, General
Syracuse University 2005 — 2009
Bachelor of Arts (B.A.), Economics
The Chester County Hospital September 2011 - Present
The Chester County Hospital 2011 - Present
DYNAMIC MORTGAGE INC January 2003 - January 2005
CertainTeed Corporation March 1999 - January 2003
J. P. MORGAN April 1998 - March 1999
J.P. Morgan January 1997 - April 1998
U.S. District Court March 1996 - January 1997
J.P. Morgan June 1993 - March 1996
Education
Delaware County Community College 2010 — 2012
Associates Degree, Nursing
WEST CHESTER UNIVERSITY 1991 — 1993
M.B.A, Economics and Finance
WEST CHESTER UNIVERSITY 1987 — 1991
B.S, Economics
CLSA 2011 - 2013
Morgan Stanley 2009 - 2011
J.P. Morgan 2000 - 2008
Skills
Capital Markets, Investment Banking, Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Leveraged Finance, Equity Research, Australian Equities, Equities, Economics, Bloomberg, Strategy
Education
Dartmouth College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
The London School of Economics and Political Science (LSE) 1998 — 1998
Foreign Study Program, International Relations and Economic Development
J.P. Morgan 2014 - Present
Education
Dartmouth College
J.P. Morgan September 1991 - Present
Education
Delaware Technical and Community College-Stanton-Wilmington
J.P. Morgan March 2014 - Present
Skills
Trading, Portfolio Management, Investments, Financial Analysis, Finance, Investment Banking, Equities, Asset Management, Fixed Income, Mutual Funds, Hedge Funds, Project Planning, Loans, Management, Banking, Risk Management, Financial Services, Process Improvement
Education
Wilmington University 2012 — 2013
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management, 3.75
Wilmington University 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General, 3.50
Delaware State University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.00
J.P. Morgan Asset Management 2007 - Present
J.P. Morgan January 2005 - January 2007
J.P. Morgan January 2002 - January 2005
J.P. Morgan January 2001 - January 2002
J.P. Morgan January 2000 - January 2001
Skills
Banking, Financial Analysis
Education
Denison University 1995 — 1999
Bachelor's degree, Communication