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
Cindy Lucia Cindy Lucia's J.P. Morgan Experience 2008 - 2011
Job Recipe for Success Foundation, Major Gifts Officer
Industry Nonprofit Organization Management
Experience
SEG 2011 - 2012
J.P. Morgan 2008 - 2011
Sterling Associates 2004 - 2008
Annunciation Orthodox School 2004 - 2006
Houston Museum of Natural Science 2002 - 2004
The Institute for Research and Rehabilitation 1991 - 2003
Texas Commerce Bank 1978 - 1991
Goldman Sachs 1981 - 1981
Skills
Process Optimization, New Business Development, Stakeholder Management, Sales Management, Business Process..., Executive Management, Fundraising, Nonprofits, Strategic Planning, Investments, Event Planning, Non-profits, Marketing, Event Management, Management, Program Development, Banking, Public Speaking, Public Relations, Marketing Strategy, Finance, Research, Team Building, Project Management, Board Governance, Personal Banking, Microsoft Office, Wealth Management, Leadership, Volunteer Management, Community Outreach, Grant Writing, Leadership Development, Social Media, Strategy, Budgets, Consulting, Training, Program Management, Analysis, Sales, CRM, Change Management, Recruiting, Business Development, Entrepreneurship, Negotiation, Business Strategy, Start-ups, Customer Service
Education
The University of Texas at Austin 1980 — 1982
MBA, Finance
Duke University 1975 — 1977
B.A., Economics/Mgmt. Science
SEG 2011 - 2012
J.P. Morgan 2008 - 2011
Sterling Associates 2004 - 2008
Annunciation Orthodox School 2004 - 2006
Houston Museum of Natural Science 2002 - 2004
The Institute for Research and Rehabilitation 1991 - 2003
Texas Commerce Bank 1978 - 1991
Goldman Sachs 1981 - 1981
Skills
Process Optimization, New Business Development, Stakeholder Management, Sales Management, Business Process..., Executive Management, Fundraising, Nonprofits, Strategic Planning, Investments, Event Planning, Non-profits, Marketing, Event Management, Management, Program Development, Banking, Public Speaking, Public Relations, Marketing Strategy, Finance, Research, Team Building, Project Management, Board Governance, Personal Banking, Microsoft Office, Wealth Management, Leadership, Volunteer Management, Community Outreach, Grant Writing, Leadership Development, Social Media, Strategy, Budgets, Consulting, Training, Program Management, Analysis, Sales, CRM, Change Management, Recruiting, Business Development, Entrepreneurship, Negotiation, Business Strategy, Start-ups, Customer Service
Education
The University of Texas at Austin 1980 — 1982
MBA, Finance
Duke University 1975 — 1977
B.A., Economics/Mgmt. Science
Sean Johnston Sean Johnston's J.P. Morgan Experience December 2013 - Present
Job Outside Portfolio Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2013 - Present
J.P. Morgan April 2013 - December 2013
Education
Drexel University 2009 — 2013
Bachelor's Degree
J.P. Morgan December 2013 - Present
J.P. Morgan April 2013 - December 2013
Education
Drexel University 2009 — 2013
Bachelor's Degree
Todd Flubacher's J.P. Morgan Experience September 1992 - May 1999
Job Partner at Morris, Nichols, Arsht & Tunnell LLP
Industry Law Practice
Experience
Morris, Nichols, Arsht & Tunnell LLP September 1999 - Present
J.P. Morgan September 1992 - May 1999
Skills
Asset Protection, Trusts, Chancery, Legal Opinions, Legal Writing, Estate Planning, Estate Law, Corporate Governance, Tax
Education
University of Maryland Baltimore 1996 — 1999
Doctor of Law (JD)
Drexel University 1987 — 1992
BS, Finance, General
Morris, Nichols, Arsht & Tunnell LLP September 1999 - Present
J.P. Morgan September 1992 - May 1999
Skills
Asset Protection, Trusts, Chancery, Legal Opinions, Legal Writing, Estate Planning, Estate Law, Corporate Governance, Tax
Education
University of Maryland Baltimore 1996 — 1999
Doctor of Law (JD)
Drexel University 1987 — 1992
BS, Finance, General
Norma Kearns's J.P. Morgan Experience February 2010 - August 2010
Job Senior Fund Accountant at Citco Fund Services (San Francisco), Inc.
Industry Financial Services
Experience
Citco Fund Services (San Francisco), Inc. October 2014 - Present
Centaur Fund Services September 2010 - August 2014
J.P. Morgan February 2010 - August 2010
Bank of New York Mellon August 2009 - March 2010
Citigroup January 2009 - September 2009
Skills
Accounting, Corporate Finance, Financial Reporting, Account Reconciliation, Financial Accounting, Fund Administration, Fund Accounting, Financial Analysis, IFRS, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Finance, Financial Statements, Equities, Fixed Income, Auditing, US GAAP, Derivatives, Investments, Securities, Valuation, Microsoft Excel, Alternative Investments, Fund Of Funds, Private Equity, Analysis, Due Diligence, Bloomberg Terminal, Options, Teamwork, Bonds, Corporate Actions, FX Options, Financial Audits, Business Development, Financial Risk, Asset Allocation, Cash Flow, Time Management
Education
City Colleges, Dublin 2013 — 2014
Dublin Business School 2011 — 2012
ACCA
Waterford Institute of Technology 2005 — 2009
BA Financial Services, Business Studies
Citco Fund Services (San Francisco), Inc. October 2014 - Present
Centaur Fund Services September 2010 - August 2014
J.P. Morgan February 2010 - August 2010
Bank of New York Mellon August 2009 - March 2010
Citigroup January 2009 - September 2009
Skills
Accounting, Corporate Finance, Financial Reporting, Account Reconciliation, Financial Accounting, Fund Administration, Fund Accounting, Financial Analysis, IFRS, Bloomberg, Mutual Funds, Financial Services, Hedge Funds, Finance, Financial Statements, Equities, Fixed Income, Auditing, US GAAP, Derivatives, Investments, Securities, Valuation, Microsoft Excel, Alternative Investments, Fund Of Funds, Private Equity, Analysis, Due Diligence, Bloomberg Terminal, Options, Teamwork, Bonds, Corporate Actions, FX Options, Financial Audits, Business Development, Financial Risk, Asset Allocation, Cash Flow, Time Management
Education
City Colleges, Dublin 2013 — 2014
Dublin Business School 2011 — 2012
ACCA
Waterford Institute of Technology 2005 — 2009
BA Financial Services, Business Studies
Richard Berg Richard Berg's J.P. Morgan Experience October 2013 - Present
Job Vice President, FX Trading
Industry Computer Software
Experience
J.P. Morgan October 2013 - Present
Goldman Sachs March 2010 - October 2013
Coatue Management December 2008 - March 2010
Microsoft January 2007 - November 2008
Microsoft April 2005 - November 2008
Intrex Computers August 2004 - March 2005
Skills
C#, Silverlight, T-SQL, LINQ, MySQL, Test Planning, Unit Testing, Python, Microsoft SQL Server, Test Automation, WPF, Software Engineering, C++, JavaScript, Software Project..., XML, Design Patterns, IIS, ASP.NET, Distributed Systems, Multithreading, Databases, Security, Continuous Integration, Software Design, Web Services, x86 Assembly, Powershell, TFS, SQL, Object Oriented Design, SOA, Agile Methodologies, Quality Assurance, Java, Software Quality..., Scrum, Software Development, .NET, Visual Studio, Architecture, Testing
Education
Duke University 1999 — 2004
A.B., Computer Science, Music
Alamo Heights High School 1995 — 1999
J.P. Morgan October 2013 - Present
Goldman Sachs March 2010 - October 2013
Coatue Management December 2008 - March 2010
Microsoft January 2007 - November 2008
Microsoft April 2005 - November 2008
Intrex Computers August 2004 - March 2005
Skills
C#, Silverlight, T-SQL, LINQ, MySQL, Test Planning, Unit Testing, Python, Microsoft SQL Server, Test Automation, WPF, Software Engineering, C++, JavaScript, Software Project..., XML, Design Patterns, IIS, ASP.NET, Distributed Systems, Multithreading, Databases, Security, Continuous Integration, Software Design, Web Services, x86 Assembly, Powershell, TFS, SQL, Object Oriented Design, SOA, Agile Methodologies, Quality Assurance, Java, Software Quality..., Scrum, Software Development, .NET, Visual Studio, Architecture, Testing
Education
Duke University 1999 — 2004
A.B., Computer Science, Music
Alamo Heights High School 1995 — 1999
Danielle Davidian Danielle Davidian's J.P. Morgan Experience June 2012 - August 2012
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Stanford University September 2008 - April 2015
J.P. Morgan June 2012 - August 2012
International Institute for Applied Systems Analysis (IIASA) June 2011 - August 2011
Natural Resources Defense Council June 2009 - September 2009
RES Americas 2006 - 2008
Raytheon Missile Systems 2005 - 2006
Education
Stanford University 2009 — 2015
Doctor of Philosophy (Ph.D.)
Stanford University 2008 — 2011
Master's Degree
Duke University 2001 — 2005
BS
South Aiken High School 1997 — 2001
Goldman Sachs July 2015 - Present
Stanford University September 2008 - April 2015
J.P. Morgan June 2012 - August 2012
International Institute for Applied Systems Analysis (IIASA) June 2011 - August 2011
Natural Resources Defense Council June 2009 - September 2009
RES Americas 2006 - 2008
Raytheon Missile Systems 2005 - 2006
Education
Stanford University 2009 — 2015
Doctor of Philosophy (Ph.D.)
Stanford University 2008 — 2011
Master's Degree
Duke University 2001 — 2005
BS
South Aiken High School 1997 — 2001
David McAllister David McAllister's J.P. Morgan Experience October 2004 - May 2008
Job Chief Technology Officer
Industry Financial Services
Experience
Equinoxe Alternative Investment Services May 2008 - Present
J.P. Morgan October 2004 - May 2008
Tranaut Fund Administration January 2004 - September 2004
Brooks Thomas Group June 2003 - December 2003
Consultant October 2001 - May 2003
Exile on Seventh March 2001 - September 2001
Skills
Business Continuity, Hedge Funds, Disaster Recovery, IT Strategy, IT Management, Enterprise Architecture, Microsoft Technologies, IT Risk Management, Data Center, Security, Risk Management, ITIL, Project Management, Vendor Management, IT Operations, Service Delivery, Infrastructure, Databases, Management, Information Technology, Technology Architecture, Business Continuity..., IT Infrastructure..., Incident Management, IT Operations Management, Hedge Fund..., IT Documentation, Virtualization, Solution Architecture, Project Portfolio..., VMware, Mergers, System Migration, Architecture, Service Delivery..., ITIL v3 Foundations..., Integration, IT Service Management, Lync, Software Development, Agile Methodologies, Information Security..., Information Security, Microsoft Exchange, PRINCE2, Network Security
Education
Dublin Institute of Technology 1997 — 2001
BSc., Information Systems Development
Equinoxe Alternative Investment Services May 2008 - Present
J.P. Morgan October 2004 - May 2008
Tranaut Fund Administration January 2004 - September 2004
Brooks Thomas Group June 2003 - December 2003
Consultant October 2001 - May 2003
Exile on Seventh March 2001 - September 2001
Skills
Business Continuity, Hedge Funds, Disaster Recovery, IT Strategy, IT Management, Enterprise Architecture, Microsoft Technologies, IT Risk Management, Data Center, Security, Risk Management, ITIL, Project Management, Vendor Management, IT Operations, Service Delivery, Infrastructure, Databases, Management, Information Technology, Technology Architecture, Business Continuity..., IT Infrastructure..., Incident Management, IT Operations Management, Hedge Fund..., IT Documentation, Virtualization, Solution Architecture, Project Portfolio..., VMware, Mergers, System Migration, Architecture, Service Delivery..., ITIL v3 Foundations..., Integration, IT Service Management, Lync, Software Development, Agile Methodologies, Information Security..., Information Security, Microsoft Exchange, PRINCE2, Network Security
Education
Dublin Institute of Technology 1997 — 2001
BSc., Information Systems Development
Diana Evans's J.P. Morgan Experience June 2015 - July 2015
Job Equity Sales and Trading Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2015 - July 2015
Social Entrepreneur Corps May 2014 - July 2014
Westney Consulting Group June 2013 - August 2013
Skills
Spanish, Java, Stata, Python, JMP, PowerPoint, Microsoft Office, Data Analysis, Statistics, Matlab, Microsoft Word, Leadership, Microsoft Excel, Public Speaking
Education
Duke University 2013 — 2017
Bachelor's Degree, Economics with finance concentration and minor in statistics, 3.88/4.0
Klein High School 2009 — 2013
5.54/4.0+
J.P. Morgan June 2015 - July 2015
Social Entrepreneur Corps May 2014 - July 2014
Westney Consulting Group June 2013 - August 2013
Skills
Spanish, Java, Stata, Python, JMP, PowerPoint, Microsoft Office, Data Analysis, Statistics, Matlab, Microsoft Word, Leadership, Microsoft Excel, Public Speaking
Education
Duke University 2013 — 2017
Bachelor's Degree, Economics with finance concentration and minor in statistics, 3.88/4.0
Klein High School 2009 — 2013
5.54/4.0+
Efris Omer's J.P. Morgan Experience December 2012 - Present
Job Market Risk Management Commodities at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan December 2012 - Present
JP Morgan Chase January 2010 - December 2012
JPMorgan Chase 2007 - January 2010
Skills
Financial Modeling, Financial Analysis, Credit, Risk Management, Bloomberg, Fixed Income, Derivatives, Financial Reporting, Equities, Securities, Financial Risk, Essbase, Analysis, Data Analysis, Microsoft Excel
Education
Drexel University 2002 — 2007
Bachelors, Finance
Drexel University - College of Business and Administration 2002 — 2007
BS, Finance
J.P. Morgan December 2012 - Present
JP Morgan Chase January 2010 - December 2012
JPMorgan Chase 2007 - January 2010
Skills
Financial Modeling, Financial Analysis, Credit, Risk Management, Bloomberg, Fixed Income, Derivatives, Financial Reporting, Equities, Securities, Financial Risk, Essbase, Analysis, Data Analysis, Microsoft Excel
Education
Drexel University 2002 — 2007
Bachelors, Finance
Drexel University - College of Business and Administration 2002 — 2007
BS, Finance
Beth Nations Beth Nations's J.P. Morgan Experience July 2006 - June 2008
Job Corporate Strategy, Comcast NBCUniversal
Industry Telecommunications
Experience
Comcast NBCUniversal August 2015 - Present
Sony Pictures Entertainment June 2014 - August 2014
Mistral Equity Partners July 2008 - June 2013
J.P. Morgan July 2006 - June 2008
Skills
Private Equity, LBO, Growth Investing, Financial Modeling, Valuation, Investment Banking, Market Research, Competitive Analysis
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Duke University 2002 — 2006
Bachelor of Science (B.S.), Economics / Public Policy Studies
Comcast NBCUniversal August 2015 - Present
Sony Pictures Entertainment June 2014 - August 2014
Mistral Equity Partners July 2008 - June 2013
J.P. Morgan July 2006 - June 2008
Skills
Private Equity, LBO, Growth Investing, Financial Modeling, Valuation, Investment Banking, Market Research, Competitive Analysis
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Duke University 2002 — 2006
Bachelor of Science (B.S.), Economics / Public Policy Studies
Marcel Pfister Marcel Pfister's J.P. Morgan Experience March 2011 - September 2011
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
BlackRock April 2013 - April 2014
Synops Consulting November 2012 - January 2014
Drexel Dragon Fund September 2012 - March 2013
CFA Investment Research Challenge September 2012 - February 2013
Goldman Sachs April 2012 - October 2012
Waddell & Reed October 2011 - January 2012
J.P. Morgan March 2011 - September 2011
Skills
Asset Managment, Capital Markets, Fixed Income, Risk Management, Bloomberg Terminal, Capital IQ, Microsoft Office, Alternative Investments, Options Strategies, Business Analysis, Financial Analysis, Business Valuation, DCF Valuation, Equity Research, Asset Management, Investments
Education
Drexel University - College of Business and Administration 2008 — 2012
Business Admin, Finance, International business, 3.82
Martin-Polich Gymnasium 2000 — 2007
Highschool
Goldman Sachs July 2014 - Present
BlackRock April 2013 - April 2014
Synops Consulting November 2012 - January 2014
Drexel Dragon Fund September 2012 - March 2013
CFA Investment Research Challenge September 2012 - February 2013
Goldman Sachs April 2012 - October 2012
Waddell & Reed October 2011 - January 2012
J.P. Morgan March 2011 - September 2011
Skills
Asset Managment, Capital Markets, Fixed Income, Risk Management, Bloomberg Terminal, Capital IQ, Microsoft Office, Alternative Investments, Options Strategies, Business Analysis, Financial Analysis, Business Valuation, DCF Valuation, Equity Research, Asset Management, Investments
Education
Drexel University - College of Business and Administration 2008 — 2012
Business Admin, Finance, International business, 3.82
Martin-Polich Gymnasium 2000 — 2007
Highschool
Sarah Heller Sarah Heller's J.P. Morgan Experience November 2014 - Present
Job Business Operations Analyst at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
JPMorgan Chase July 2011 - Present
JPMorgan Chase March 2010 - September 2010
Wolters Kluwer March 2009 - October 2009
Skills
Essbase, Marketing, Pivot Tables, General Ledger, Financial Analysis, Financial Reporting, Finance, Accounting, Business Analysis, Financial Modeling
Education
Drexel University - College of Business and Administration 2006 — 2010
BS, Accounting and Finance
J.P. Morgan November 2014 - Present
JPMorgan Chase July 2011 - Present
JPMorgan Chase March 2010 - September 2010
Wolters Kluwer March 2009 - October 2009
Skills
Essbase, Marketing, Pivot Tables, General Ledger, Financial Analysis, Financial Reporting, Finance, Accounting, Business Analysis, Financial Modeling
Education
Drexel University - College of Business and Administration 2006 — 2010
BS, Accounting and Finance
Ariela Keene Ariela Keene's J.P. Morgan Experience March 2011 - March 2012
Job Data Analyst at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management February 2014 - Present
City of London Investment Management Company Ltd. March 2012 - February 2014
J.P. Morgan March 2011 - March 2012
City of London Investment Management Company Ltd October 2009 - March 2011
Skills
Bloomberg, Account Reconciliation, Commodity, Valuation, Trading, Risk Management, Mutual Funds, Asset Management, Finance, Financial Modeling, Internal Controls, Emerging Markets, Financial Reporting, Microsoft Excel, Fund Accounting, Fund Of Funds, Investment Management, Due Diligence, Charles River IMS, Financial Risk, Fixed Income, Securities
Education
Drexel University - College of Business and Administration 2004 — 2009
B.S.B.A., Finance, Mathematics
Aberdeen Asset Management February 2014 - Present
City of London Investment Management Company Ltd. March 2012 - February 2014
J.P. Morgan March 2011 - March 2012
City of London Investment Management Company Ltd October 2009 - March 2011
Skills
Bloomberg, Account Reconciliation, Commodity, Valuation, Trading, Risk Management, Mutual Funds, Asset Management, Finance, Financial Modeling, Internal Controls, Emerging Markets, Financial Reporting, Microsoft Excel, Fund Accounting, Fund Of Funds, Investment Management, Due Diligence, Charles River IMS, Financial Risk, Fixed Income, Securities
Education
Drexel University - College of Business and Administration 2004 — 2009
B.S.B.A., Finance, Mathematics
David Martorana David Martorana's J.P. Morgan Experience June 2013 - September 2014
Job Trading Associate at Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates October 2014 - Present
J.P. Morgan June 2013 - September 2014
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Royal Bank of Scotland May 2011 - June 2011
Skills
Fixed Income, Trading, Financial Structuring, Investment Banking, Capital Markets, Bloomberg
Education
Duke University 2009 — 2013
Bachelor of Science (BSc), Mechanical Engineering/Economics
Iolani School 2005 — 2009
Bridgewater Associates October 2014 - Present
J.P. Morgan June 2013 - September 2014
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Royal Bank of Scotland May 2011 - June 2011
Skills
Fixed Income, Trading, Financial Structuring, Investment Banking, Capital Markets, Bloomberg
Education
Duke University 2009 — 2013
Bachelor of Science (BSc), Mechanical Engineering/Economics
Iolani School 2005 — 2009
Erica Holland's J.P. Morgan Experience May 2011 - July 2013
Job Associate at Blue Sage Capital
Industry Venture Capital & Private Equity
Experience
Blue Sage Capital August 2013 - Present
J.P. Morgan May 2011 - July 2013
J.P. Morgan June 2010 - August 2010
Skills
Financial Institutions, Finance, Private Equity, Corporate Finance, Investments, Financial Analysis, Due Diligence, Financial Modeling
Education
Duke University 2007 — 2011
BS, Economics, Markets and Management, Cultural Anthropology
Blue Sage Capital August 2013 - Present
J.P. Morgan May 2011 - July 2013
J.P. Morgan June 2010 - August 2010
Skills
Financial Institutions, Finance, Private Equity, Corporate Finance, Investments, Financial Analysis, Due Diligence, Financial Modeling
Education
Duke University 2007 — 2011
BS, Economics, Markets and Management, Cultural Anthropology
Ashley Revay's J.P. Morgan Experience April 2013 - September 2013
Job Senior at Drexel University
Industry Financial Services
Experience
Deloitte January 2014 - Present
J.P. Morgan April 2013 - September 2013
PNC June 2012 - November 2012
Drexel University January 2012 - April 2012
Education
Drexel University - LeBow College of Business 2011 — 2015
BSBA, Accounting & Entrepreneurship
Deloitte January 2014 - Present
J.P. Morgan April 2013 - September 2013
PNC June 2012 - November 2012
Drexel University January 2012 - April 2012
Education
Drexel University - LeBow College of Business 2011 — 2015
BSBA, Accounting & Entrepreneurship
Ben Keusch Ben Keusch's J.P. Morgan Experience June 2013 - August 2013
Job Consultant at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman October 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan May 2012 - August 2012
Northwestern Mutual May 2011 - July 2011
Skills
Financial Modeling, Investments, Valuation, Financial Analysis
Education
Duke University
Economics, Markets and Management Certificate
Oliver Wyman October 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan May 2012 - August 2012
Northwestern Mutual May 2011 - July 2011
Skills
Financial Modeling, Investments, Valuation, Financial Analysis
Education
Duke University
Economics, Markets and Management Certificate
Susana Garmen Chan's J.P. Morgan Experience June 2011 - August 2012
Job Investment Associate at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott LLC January 2015 - Present
Atlantic Media April 2014 - January 2015
Janney Montgomery Scott August 2012 - April 2014
J.P. Morgan June 2011 - August 2012
JPMorgan Chase September 2009 - June 2011
Johnson & Johnson September 2008 - April 2009
Johnson & Johnson September 2007 - April 2008
Skills
Sales, Investments, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Global Events, Corporate Events, Research, Event Management, Event Planning, Marketing, Fundraising, College Recruiting, Philanthropy, Community Engagement, Ipreo, Private Banking, Social Media, Social Media Marketing, Capital Markets, Equities
Education
Drexel University 2006 — 2011
Bachelor of Science (B.S.), Business Administration, 3.8
Janney Montgomery Scott LLC January 2015 - Present
Atlantic Media April 2014 - January 2015
Janney Montgomery Scott August 2012 - April 2014
J.P. Morgan June 2011 - August 2012
JPMorgan Chase September 2009 - June 2011
Johnson & Johnson September 2008 - April 2009
Johnson & Johnson September 2007 - April 2008
Skills
Sales, Investments, Financial Analysis, Financial Modeling, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Global Events, Corporate Events, Research, Event Management, Event Planning, Marketing, Fundraising, College Recruiting, Philanthropy, Community Engagement, Ipreo, Private Banking, Social Media, Social Media Marketing, Capital Markets, Equities
Education
Drexel University 2006 — 2011
Bachelor of Science (B.S.), Business Administration, 3.8
Brian Teuber's J.P. Morgan Experience April 2011 - September 2011
Job Internal Wholesaler Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2014 - Present
Lincoln Financial Group February 2014 - July 2014
CDI Corporation July 2012 - February 2014
J.P. Morgan April 2011 - September 2011
Murray Devine April 2010 - September 2010
Heffler, Radetich & Saitta LLP March 2009 - September 2009
Skills
Mergers & Acquisitions, Data Analysis, Corporate Finance, Analysis, Risk Management, Accounting, Photoshop
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Marketing
William Penn Charter School 2002 — 2007
Lincoln Financial Group July 2014 - Present
Lincoln Financial Group February 2014 - July 2014
CDI Corporation July 2012 - February 2014
J.P. Morgan April 2011 - September 2011
Murray Devine April 2010 - September 2010
Heffler, Radetich & Saitta LLP March 2009 - September 2009
Skills
Mergers & Acquisitions, Data Analysis, Corporate Finance, Analysis, Risk Management, Accounting, Photoshop
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Marketing
William Penn Charter School 2002 — 2007
Eric Rodrigue Eric Rodrigue's J.P. Morgan Experience July 2015 - Present
Job Vice President, Investor Services at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - July 2015
Citi January 2012 - May 2013
Citi November 2008 - January 2012
Credit Suisse July 2007 - November 2008
UBS October 2006 - July 2007
UBS December 2005 - September 2006
Thomson Reuters December 2004 - November 2005
Thomson Reuters July 2000 - December 2004
Thomson Reuters July 1998 - June 2000
Education
Pace University - Lubin School of Business 2003 — 2006
MBA
Drexel University 1993 — 1998
BS in Business Administration
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - July 2015
Citi January 2012 - May 2013
Citi November 2008 - January 2012
Credit Suisse July 2007 - November 2008
UBS October 2006 - July 2007
UBS December 2005 - September 2006
Thomson Reuters December 2004 - November 2005
Thomson Reuters July 2000 - December 2004
Thomson Reuters July 1998 - June 2000
Education
Pace University - Lubin School of Business 2003 — 2006
MBA
Drexel University 1993 — 1998
BS in Business Administration
Kenneth Walser's J.P. Morgan Experience March 2011 - September 2011
Job Derivatives Analyst at Delaware Investments
Industry Financial Services
Experience
Delaware Investments April 2012 - Present
Drexel University September 2008 - June 2013
J.P. Morgan March 2011 - September 2011
O'Brien & Gere March 2010 - September 2010
Skills
Microsoft Excel, PowerPoint
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor's Degree, Finance & Economics
Delaware Investments April 2012 - Present
Drexel University September 2008 - June 2013
J.P. Morgan March 2011 - September 2011
O'Brien & Gere March 2010 - September 2010
Skills
Microsoft Excel, PowerPoint
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor's Degree, Finance & Economics
Albert Li Albert Li'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
KPMG Canada May 2014 - August 2014
Duke Global Health Institute January 2014 - May 2014
Alberta Health Services June 2012 - August 2012
Skills
Public Speaking, Microsoft Office
Education
Duke University 2013 — 2017
Bachelor of Science (B.S.) in Economics, Bachelor of Arts (B.A.) in History
Western Canada High School 2010 — 2013
J.P. Morgan June 2015 - July 2015
KPMG Canada May 2014 - August 2014
Duke Global Health Institute January 2014 - May 2014
Alberta Health Services June 2012 - August 2012
Skills
Public Speaking, Microsoft Office
Education
Duke University 2013 — 2017
Bachelor of Science (B.S.) in Economics, Bachelor of Arts (B.A.) in History
Western Canada High School 2010 — 2013
Jay Pham Jay Pham's J.P. Morgan Experience March 2012 - Present
Job Depositary Receipt Client Solutions at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
J.P. Morgan March 2012 - Present
First Investors March 2010 - June 2011
Skills
Finance, Investments, Investment Banking, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Insurance, Accounting, Microsoft Excel, Financial Reporting, Analysis, Options
Education
Drexel University 2012 — 2013
Master's degree, Banking and Financial Support Services, 3.7
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Accounting and Finance, 3.75
JPMorgan Chase January 2014 - Present
J.P. Morgan March 2012 - Present
First Investors March 2010 - June 2011
Skills
Finance, Investments, Investment Banking, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Insurance, Accounting, Microsoft Excel, Financial Reporting, Analysis, Options
Education
Drexel University 2012 — 2013
Master's degree, Banking and Financial Support Services, 3.7
Indiana University Bloomington 2006 — 2010
Bachelor's degree, Accounting and Finance, 3.75
Scott Keane's J.P. Morgan Experience February 2014 - February 2015
Job Account Manager at JPMorgan Chase
Industry Accounting
Experience
BlackRock August 2015 - Present
J.P. Morgan February 2014 - February 2015
Bistro St. Tropez April 2013 - December 2013
Drexel Finance and Investment Group November 2012 - December 2013
Drexel Investment Group September 2011 - December 2013
Drexel University Student Organization September 2011 - December 2013
Philadelphia Water Department April 2012 - September 2012
Drexel University Student Ambassador Program January 2010 - September 2012
PICPA January 2012 - April 2012
Morgan, Lewis & Bockius LLP April 2011 - September 2011
Skills
PowerPoint, Microsoft Word, Visio, Lotus Notes, Outlook, Microsoft Excel, Lawson 4GL, Dropbox, Photoshop, ProjectWise, SharePoint, PADI Divemaster, Constant Contact, Twitter, LoanIQ, Superior Client Service, Private Banking
Education
Drexel University 2009 — 2013
Bachelor’s Degree, Accounting
Drexel University 2009 — 2013
Social Responsibility, Social Business Leadership, 4.0
BlackRock August 2015 - Present
J.P. Morgan February 2014 - February 2015
Bistro St. Tropez April 2013 - December 2013
Drexel Finance and Investment Group November 2012 - December 2013
Drexel Investment Group September 2011 - December 2013
Drexel University Student Organization September 2011 - December 2013
Philadelphia Water Department April 2012 - September 2012
Drexel University Student Ambassador Program January 2010 - September 2012
PICPA January 2012 - April 2012
Morgan, Lewis & Bockius LLP April 2011 - September 2011
Skills
PowerPoint, Microsoft Word, Visio, Lotus Notes, Outlook, Microsoft Excel, Lawson 4GL, Dropbox, Photoshop, ProjectWise, SharePoint, PADI Divemaster, Constant Contact, Twitter, LoanIQ, Superior Client Service, Private Banking
Education
Drexel University 2009 — 2013
Bachelor’s Degree, Accounting
Drexel University 2009 — 2013
Social Responsibility, Social Business Leadership, 4.0
Christopher Lex Christopher Lex's J.P. Morgan Experience June 2011 - April 2012
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC April 2012 - Present
J.P. Morgan June 2011 - April 2012
Susquehanna International Group September 2009 - May 2011
Public Financial Management September 2008 - March 2009
Penn Capital Management September 2007 - March 2008
Education
Drexel University 2006 — 2011
Bachelor's degree, Accounting and Finance
VALIC April 2012 - Present
J.P. Morgan June 2011 - April 2012
Susquehanna International Group September 2009 - May 2011
Public Financial Management September 2008 - March 2009
Penn Capital Management September 2007 - March 2008
Education
Drexel University 2006 — 2011
Bachelor's degree, Accounting and Finance
Denise Coates's J.P. Morgan Experience 2012 - Present
Job Executive Director, J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2012 - Present
J.P. Morgan 2004 - 2012
J.P. Morgan 2002 - 2004
J.P. Morgan 1999 - 2002
PepsiCo 1998 - 1998
Ogilvy & Mather 1995 - 1997
Skills
Business Strategy, Management, Valuation, Financial Analysis, Presentation Skills, Relationship Building, Strategic Communications, Program Management, Execution
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
Duke University 1989 — 1993
Bachelor of Arts (B.A.), Art History
The Pingry School 1985 — 1989
J.P. Morgan 2012 - Present
J.P. Morgan 2004 - 2012
J.P. Morgan 2002 - 2004
J.P. Morgan 1999 - 2002
PepsiCo 1998 - 1998
Ogilvy & Mather 1995 - 1997
Skills
Business Strategy, Management, Valuation, Financial Analysis, Presentation Skills, Relationship Building, Strategic Communications, Program Management, Execution
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Accounting and Finance
Duke University 1989 — 1993
Bachelor of Arts (B.A.), Art History
The Pingry School 1985 — 1989
Daniel Shatz Daniel Shatz's J.P. Morgan Experience August 2002 - March 2014
Job Founding Partner at Column Park Asset Management, LP
Industry Financial Services
Experience
Column Park Asset Management, LP April 2014 - Present
J.P. Morgan August 2002 - March 2014
Skills
Portfolio Management, Equities, Trading, Hedge Funds, Credit, Investment Banking, Fixed Income, Derivatives, Capital Markets, Structured Products, Financial Markets, Alternative Investments, Asset Management, Bloomberg, FX Options
Education
Duke University 1998 — 2002
Bachelor's degree, Economics
Column Park Asset Management, LP April 2014 - Present
J.P. Morgan August 2002 - March 2014
Skills
Portfolio Management, Equities, Trading, Hedge Funds, Credit, Investment Banking, Fixed Income, Derivatives, Capital Markets, Structured Products, Financial Markets, Alternative Investments, Asset Management, Bloomberg, FX Options
Education
Duke University 1998 — 2002
Bachelor's degree, Economics
Devon Gagliardi Devon Gagliardi's J.P. Morgan Experience June 2015 - Present
Job ABS Credit Risk Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2015 - Present
Royal Bank of Scotland July 2014 - May 2015
Duke University May 2011 - June 2011
Skills
Team Leadership, Research, Communication Skills, Sports, Public Speaking, Writing, Data Analysis, Leadership, Fundraising, Communication, Event Planning, Management, Marketing, Social Media
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Management Studies (MMS), Foundations of Business
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Psychology, 3.587
Temple University in Rome, Italy 2012 — 2012
Study Abroad, Italian Studies, 3.8
J.P. Morgan June 2015 - Present
Royal Bank of Scotland July 2014 - May 2015
Duke University May 2011 - June 2011
Skills
Team Leadership, Research, Communication Skills, Sports, Public Speaking, Writing, Data Analysis, Leadership, Fundraising, Communication, Event Planning, Management, Marketing, Social Media
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Management Studies (MMS), Foundations of Business
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Psychology, 3.587
Temple University in Rome, Italy 2012 — 2012
Study Abroad, Italian Studies, 3.8
Anne Marie (Kelley) Brown Anne Marie (Kelley) Brown's J.P. Morgan Experience June 2014 - August 2014
Job Director of Experiences & Real Estate at Inspirato with American Express
Industry Real Estate
Experience
Inspirato with American Express July 2015 - Present
Outrigger Hotels & Resorts January 2004 - July 2015
J.P. Morgan June 2014 - August 2014
Exclusive Resorts September 2008 - August 2013
Exclusive Resorts April 2011 - March 2012
Exclusive Resorts April 2010 - April 2011
Exclusive Resorts September 2008 - May 2010
Skills
Hospitality, Hospitality Industry, Hotels, Hospitality Management, Hotel Management, Project Management, Tourism, Sustainable Tourism, Event Management, Resorts, Management, Negotiation, Customer Service, Revenue Analysis, Event Planning, Leadership, Marketing, Marketing Strategy, Strategic Planning
Education
Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
Colorado College 2005 — 2008
BA, English, Creative Writing, 3.97 GPA
Tuck School of Business at Dartmouth 2007 — 2007
Tuck Business Bridge Program
Duke University 2004 — 2005
Inspirato with American Express July 2015 - Present
Outrigger Hotels & Resorts January 2004 - July 2015
J.P. Morgan June 2014 - August 2014
Exclusive Resorts September 2008 - August 2013
Exclusive Resorts April 2011 - March 2012
Exclusive Resorts April 2010 - April 2011
Exclusive Resorts September 2008 - May 2010
Skills
Hospitality, Hospitality Industry, Hotels, Hospitality Management, Hotel Management, Project Management, Tourism, Sustainable Tourism, Event Management, Resorts, Management, Negotiation, Customer Service, Revenue Analysis, Event Planning, Leadership, Marketing, Marketing Strategy, Strategic Planning
Education
Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA)
Colorado College 2005 — 2008
BA, English, Creative Writing, 3.97 GPA
Tuck School of Business at Dartmouth 2007 — 2007
Tuck Business Bridge Program
Duke University 2004 — 2005
Adam Talpalar's J.P. Morgan Experience 2014 - Present
Job FX Hedge Fund Sales Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2014 - Present
J.P. Morgan 2013 - 2014
Skills
Fixed Income, Bloomberg, Equities, Data Analysis, Financial Analysis, Financial Modeling
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Magna Cum Laude, Economics Major, Philosophy Minor
J.P. Morgan 2014 - Present
J.P. Morgan 2013 - 2014
Skills
Fixed Income, Bloomberg, Equities, Data Analysis, Financial Analysis, Financial Modeling
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Magna Cum Laude, Economics Major, Philosophy Minor
Eric Luebchow Eric Luebchow's J.P. Morgan Experience July 2008 - July 2012
Job Equity Research Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
J.P. Morgan Asset Management June 2013 - August 2013
J.P. Morgan July 2008 - July 2012
Skills
Investment Management, Credit Analysis, Financial Modeling, Financial Accounting, Debt Restructuring, Investment Banking, Structured Finance, Bonds, Valuation, Fixed Income, Bloomberg, Corporate Finance
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting, Finance and Economics
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities July 2014 - Present
J.P. Morgan Asset Management June 2013 - August 2013
J.P. Morgan July 2008 - July 2012
Skills
Investment Management, Credit Analysis, Financial Modeling, Financial Accounting, Debt Restructuring, Investment Banking, Structured Finance, Bonds, Valuation, Fixed Income, Bloomberg, Corporate Finance
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting, Finance and Economics
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Christopher Grazioso Christopher Grazioso's J.P. Morgan Experience September 1997 - December 1999
Job Executive Director / Global Head of Vendor Management at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. January 2014 - Present
MSCI Inc. June 2010 - Present
RiskMetrics Group April 2003 - May 2010
Arrakis - a J.P. Morgan subsidiary February 2000 - March 2003
J.P. Morgan September 1997 - December 1999
J.P. Morgan September 1994 - August 1997
Skills
Mergers, Negotiation, Financial Analysis, Business Analysis, Financial Modeling, Finance, Relationship Management, Facilities Management, Global Sourcing, International Project..., Third Party Vendor..., Expense Management, IT Procurement, Acquisition Integration, Global Travel Management, Distributed Team..., Interpersonal Savvy, Mergers & Acquisitions, Team Management, Budgets, Risk Management, Procurement, Banking
Education
Drexel University 1989 — 1994
B.S. in Business Administration, Accounting / HR Management
MSCI Inc. January 2014 - Present
MSCI Inc. June 2010 - Present
RiskMetrics Group April 2003 - May 2010
Arrakis - a J.P. Morgan subsidiary February 2000 - March 2003
J.P. Morgan September 1997 - December 1999
J.P. Morgan September 1994 - August 1997
Skills
Mergers, Negotiation, Financial Analysis, Business Analysis, Financial Modeling, Finance, Relationship Management, Facilities Management, Global Sourcing, International Project..., Third Party Vendor..., Expense Management, IT Procurement, Acquisition Integration, Global Travel Management, Distributed Team..., Interpersonal Savvy, Mergers & Acquisitions, Team Management, Budgets, Risk Management, Procurement, Banking
Education
Drexel University 1989 — 1994
B.S. in Business Administration, Accounting / HR Management
Caley Burke's J.P. Morgan Experience September 2013 - Present
Job Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan September 2013 - Present
Davidson Trust Company June 2010 - September 2013
Nuveen Investments March 2009 - September 2009
Education
Drexel University 2006 — 2010
Bachelor of Science, Business Administration; Finance
J.P. Morgan September 2013 - Present
Davidson Trust Company June 2010 - September 2013
Nuveen Investments March 2009 - September 2009
Education
Drexel University 2006 — 2010
Bachelor of Science, Business Administration; Finance
Elizabeth Hartnett Riddle's J.P. Morgan Experience December 2013 - Present
Job Trust Administration
Industry Law Practice
Experience
J.P. Morgan December 2013 - Present
Strauss & Malk January 2011 - December 2013
Chicago Public Schools November 2010 - January 2011
Ohio Attorney General September 2008 - August 2010
Legal Aid of North Carolina 2008 - 2008
Parker, Hudson, Rainer & Dobbs 2003 - 2005
Skills
Administrative Law, Appeals, Civil Litigation, Courts, Health Law, Hearings, Legal Advice, Legal Research, Legal Writing, Litigation, Trials
Education
University of North Carolina School of Law 2005 — 2008
JD
Duke University 1999 — 2002
BA, Spanish, Literature
J.P. Morgan December 2013 - Present
Strauss & Malk January 2011 - December 2013
Chicago Public Schools November 2010 - January 2011
Ohio Attorney General September 2008 - August 2010
Legal Aid of North Carolina 2008 - 2008
Parker, Hudson, Rainer & Dobbs 2003 - 2005
Skills
Administrative Law, Appeals, Civil Litigation, Courts, Health Law, Hearings, Legal Advice, Legal Research, Legal Writing, Litigation, Trials
Education
University of North Carolina School of Law 2005 — 2008
JD
Duke University 1999 — 2002
BA, Spanish, Literature
Andrew Henick Andrew Henick's J.P. Morgan Experience July 2014 - Present
Job Real Estate Investment Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Campus Enterprises LLC December 2012 - August 2013
Centre Partners Management LLC June 2012 - July 2012
SAC Capital Advisors June 2010 - July 2010
Skills
Entrepreneurship, Microsoft Office, Economics
Education
Duke University 2010 — 2014
Psychology, Economics, Markets & Management Studies
Byram Hills High School 2006 — 2010
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Campus Enterprises LLC December 2012 - August 2013
Centre Partners Management LLC June 2012 - July 2012
SAC Capital Advisors June 2010 - July 2010
Skills
Entrepreneurship, Microsoft Office, Economics
Education
Duke University 2010 — 2014
Psychology, Economics, Markets & Management Studies
Byram Hills High School 2006 — 2010
Jeff LaBrot's J.P. Morgan Experience September 1996 - June 1998
Job Managing Director, Nasdaq Corporate Client Group New Listings & Capital Markets
Industry Capital Markets
Experience
Nasdaq May 2014 - Present
Boenning & Scattergood, Inc. March 2006 - April 2014
Drexel University, LeBow College of Business September 2010 - March 2012
Janney Montgomery Scott June 1998 - November 2004
J.P. Morgan September 1996 - June 1998
Merrill Lynch April 1995 - January 1996
Skills
Equity Research, Equities, Asset Managment, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Investments, Securities, Corporate Finance, Mutual Funds, Series 7, Trading, Bloomberg, Hedge Funds, Asset Management
Education
Drexel University - College of Business and Administration 2004 — 2006
MBA, Investment Management
Drexel University
Nasdaq May 2014 - Present
Boenning & Scattergood, Inc. March 2006 - April 2014
Drexel University, LeBow College of Business September 2010 - March 2012
Janney Montgomery Scott June 1998 - November 2004
J.P. Morgan September 1996 - June 1998
Merrill Lynch April 1995 - January 1996
Skills
Equity Research, Equities, Asset Managment, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Investments, Securities, Corporate Finance, Mutual Funds, Series 7, Trading, Bloomberg, Hedge Funds, Asset Management
Education
Drexel University - College of Business and Administration 2004 — 2006
MBA, Investment Management
Drexel University
Arif Chaudhary Arif Chaudhary's J.P. Morgan Experience September 2009 - March 2010
Job Business Analyst Payroll Operations at Pep Boys
Industry Automotive
Experience
Pep Boys May 2014 - Present
Axalta Coating Systems February 2013 - January 2014
DuPont March 2011 - February 2013
DuPont June 2010 - January 2011
J.P. Morgan September 2009 - March 2010
BlackRock September 2008 - March 2009
QVC October 2004 - March 2009
SAP September 2007 - March 2008
Skills
Analysis, Microsoft Office, PowerPoint, Project Management, Financial Analysis
Education
Drexel University 2006 — 2010
Bachelor of Science in Business Administration, Dual Concentration: Finance & Legal Studies
Pep Boys May 2014 - Present
Axalta Coating Systems February 2013 - January 2014
DuPont March 2011 - February 2013
DuPont June 2010 - January 2011
J.P. Morgan September 2009 - March 2010
BlackRock September 2008 - March 2009
QVC October 2004 - March 2009
SAP September 2007 - March 2008
Skills
Analysis, Microsoft Office, PowerPoint, Project Management, Financial Analysis
Education
Drexel University 2006 — 2010
Bachelor of Science in Business Administration, Dual Concentration: Finance & Legal Studies
Keith O'Donohue Keith O'Donohue's J.P. Morgan Experience September 2010 - March 2011
Job Hedge Fund Analyst Supervisor at HedgeServ
Industry Financial Services
Experience
HedgeServ February 2011 - Present
J.P. Morgan September 2010 - March 2011
Skills
Microsoft Excel, Options, Corporate Actions, FX Options, Account Reconciliation, Securities, Bloomberg Terminal, Valuation, Alternative Investments, Fund Administration, Fund Accounting, Bonds, Derivatives, Hedge Funds, Fixed Income, Equities, Stata, Econometrics, Hedging, VBA, Credit Derivatives, Credit Risk, Swaps, Fund Of Funds, Capital Markets, Economics
Education
DCU 2007 — 2010
Economics, Econometrics, Intermediate Micro-Economics, Applied Stats, Financial Markets, Capital Markets
Dublin City University 2007 — 2010
EPL, Economics
HedgeServ February 2011 - Present
J.P. Morgan September 2010 - March 2011
Skills
Microsoft Excel, Options, Corporate Actions, FX Options, Account Reconciliation, Securities, Bloomberg Terminal, Valuation, Alternative Investments, Fund Administration, Fund Accounting, Bonds, Derivatives, Hedge Funds, Fixed Income, Equities, Stata, Econometrics, Hedging, VBA, Credit Derivatives, Credit Risk, Swaps, Fund Of Funds, Capital Markets, Economics
Education
DCU 2007 — 2010
Economics, Econometrics, Intermediate Micro-Economics, Applied Stats, Financial Markets, Capital Markets
Dublin City University 2007 — 2010
EPL, Economics
Paul M. Bosson Paul M. Bosson's J.P. Morgan Experience September 2014 - Present
Job Option & Exotic Derivatives at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan August 2013 - September 2014
Drexel Dragon Fund September 2012 - March 2013
Drexel University's LeBow College of Business May 2012 - September 2012
JP Morgan March 2011 - September 2011
ALPFA DREXEL October 2010 - September 2011
CSD Sports Framing & Memorabilia August 2010 - March 2011
UBS Wealth Management April 2010 - September 2010
WIISE Institute June 2009 - August 2009
Skills
SPSS, Statistical Reporting, Oracle Financials, Bloomberg Terminal, Financial Analysis, Bloomberg, Investments, Analysis, Microsoft Excel, Valuation, Finance, Corporate Finance, Portfolio Management, PowerPoint, Microsoft Word, Equities, Research, Microsoft Office, Economics, Data Analysis
Education
Drexel University - LeBow College of Business 2008 — 2013
Bachelor of Sciences in Business Administration, Finance & Economics
Saint Viateur Abidjan 2000 — 2007
BAC C, Mathematics & Physics
J.P. Morgan September 2014 - Present
J.P. Morgan August 2013 - September 2014
Drexel Dragon Fund September 2012 - March 2013
Drexel University's LeBow College of Business May 2012 - September 2012
JP Morgan March 2011 - September 2011
ALPFA DREXEL October 2010 - September 2011
CSD Sports Framing & Memorabilia August 2010 - March 2011
UBS Wealth Management April 2010 - September 2010
WIISE Institute June 2009 - August 2009
Skills
SPSS, Statistical Reporting, Oracle Financials, Bloomberg Terminal, Financial Analysis, Bloomberg, Investments, Analysis, Microsoft Excel, Valuation, Finance, Corporate Finance, Portfolio Management, PowerPoint, Microsoft Word, Equities, Research, Microsoft Office, Economics, Data Analysis
Education
Drexel University - LeBow College of Business 2008 — 2013
Bachelor of Sciences in Business Administration, Finance & Economics
Saint Viateur Abidjan 2000 — 2007
BAC C, Mathematics & Physics
Michael P. Gerrity, Esq. Michael P. Gerrity, Esq.'s J.P. Morgan Experience May 2013 - May 2014
Job NY & NJ Attorney | Financial Institutions
Industry Legal Services
Experience
Citi August 2015 - Present
Citi June 2014 - August 2015
J.P. Morgan May 2013 - May 2014
Donahue, Hagan, Klein & Weisberg, LLC October 2012 - May 2013
State of New Jersey August 2011 - September 2012
Rutgers University May 2010 - December 2010
United States Senator Robert Menendez June 2009 - August 2009
Skills
Civil Litigation, Mediation, Courts, Legal Research, Legal Writing, Westlaw, Motions, Litigation, Appeals, Hearings, Microsoft Office, Lexis
Education
Rutgers University School of Law - Camden 2009 — 2011
Doctor of Law (J.D.)
Universiteit Antwerpen 2006 — 2006
Study Abroad
James Madison University 2003 — 2007
Bachelor of Science (B.Sc.), Communications - Public Relations
Duke University
Specialization Certificate, Reasoning, Data Analysis, and Writing
Citi August 2015 - Present
Citi June 2014 - August 2015
J.P. Morgan May 2013 - May 2014
Donahue, Hagan, Klein & Weisberg, LLC October 2012 - May 2013
State of New Jersey August 2011 - September 2012
Rutgers University May 2010 - December 2010
United States Senator Robert Menendez June 2009 - August 2009
Skills
Civil Litigation, Mediation, Courts, Legal Research, Legal Writing, Westlaw, Motions, Litigation, Appeals, Hearings, Microsoft Office, Lexis
Education
Rutgers University School of Law - Camden 2009 — 2011
Doctor of Law (J.D.)
Universiteit Antwerpen 2006 — 2006
Study Abroad
James Madison University 2003 — 2007
Bachelor of Science (B.Sc.), Communications - Public Relations
Duke University
Specialization Certificate, Reasoning, Data Analysis, and Writing
Alexandra Prager Alexandra Prager's J.P. Morgan Experience October 2013 - Present
Job Investor Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
J.P. Morgan October 2010 - Present
Education
Duke University 2006 — 2010
Bachelor of Arts (B.A.), Public Policy
Greenwich Academy 2002 — 2006
J.P. Morgan October 2013 - Present
J.P. Morgan October 2010 - Present
Education
Duke University 2006 — 2010
Bachelor of Arts (B.A.), Public Policy
Greenwich Academy 2002 — 2006
Anna Leng's J.P. Morgan Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at JP Morgan
Industry
Experience
J.P. Morgan June 2015 - August 2015
Deutsche Bank June 2014 - August 2014
Social Entrepreneur Corps May 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Stata
Education
Duke University 2012 — 2016
Bachelor of Science (B.S.), Economics, Psychology
J.P. Morgan June 2015 - August 2015
Deutsche Bank June 2014 - August 2014
Social Entrepreneur Corps May 2013 - July 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Stata
Education
Duke University 2012 — 2016
Bachelor of Science (B.S.), Economics, Psychology
Zhuoxuan Ma Zhuoxuan Ma's J.P. Morgan Experience September 2014 - Present
Job Finance Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Drexel University September 2010 - June 2014
ConvergEx Group April 2013 - September 2013
EY April 2012 - May 2012
BlackRock March 2011 - September 2011
Skills
Financial Accounting, Microsoft Excel, Python, Visual C++, BlackRock Aladdin, Lawson General Ledger, Matlab, Maple, Account Reconciliation, Statistics, Microsoft Word, Microsoft Office
Education
Drexel University 2009 — 2014
Bachelor of Science, Mathematics
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science (B.S.), Accounting and Finance
J.P. Morgan September 2014 - Present
Drexel University September 2010 - June 2014
ConvergEx Group April 2013 - September 2013
EY April 2012 - May 2012
BlackRock March 2011 - September 2011
Skills
Financial Accounting, Microsoft Excel, Python, Visual C++, BlackRock Aladdin, Lawson General Ledger, Matlab, Maple, Account Reconciliation, Statistics, Microsoft Word, Microsoft Office
Education
Drexel University 2009 — 2014
Bachelor of Science, Mathematics
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Donghu Huang Donghu Huang's J.P. Morgan Experience June 2012 - Present
Job Financial Analyst at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan June 2012 - Present
Philadelphia Orchestra Association September 2010 - April 2011
Skills
Financial Accounting, Financial Reporting, Accounts Payable, Microsoft Excel, Account Reconciliation, Financial Analysis, Accounts Receivable
Education
Drexel University - College of Business and Administration 2010 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Drexel University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
J.P. Morgan June 2012 - Present
Philadelphia Orchestra Association September 2010 - April 2011
Skills
Financial Accounting, Financial Reporting, Accounts Payable, Microsoft Excel, Account Reconciliation, Financial Analysis, Accounts Receivable
Education
Drexel University - College of Business and Administration 2010 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Drexel University 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Chris Varghese Chris Varghese's J.P. Morgan Experience December 2014 - Present
Job Risk Modeler at J.P. Morgan Chase
Industry Banking
Experience
J.P. Morgan December 2014 - Present
Department of Mathematics, Duke University September 2014 - November 2014
Duke University May 2011 - August 2014
Duke University January 2014 - May 2014
Dept. of Physics, Duke University August 2013 - December 2013
Dept. of Physics, Duke University August 2010 - December 2012
Mississippi State University August 2008 - May 2010
Dept. of Physics, Mississippi State University August 2008 - April 2010
Indian Institute of Technology, Bombay November 2007 - June 2008
Soft Condensed Matter Group, Physics Dept., University of Fribourg, Switzerland May 2007 - July 2007
Skills
C++, Mathematical Modeling, Matlab, Mathematica, Physics, LaTeX, Algorithms, Data Analysis, Science, Linux, Numerical Analysis, Python, Parallel Programming, Shell Scripting
Education
Duke University 2010 — 2014
Doctor of Philosophy (Ph.D.), Physics
Mississippi State University 2008 — 2010
Master of Science (MS), Physics
Indian Institute of Technology, Bombay 2004 — 2008
B.Tech, Engineering Physics
J.P. Morgan December 2014 - Present
Department of Mathematics, Duke University September 2014 - November 2014
Duke University May 2011 - August 2014
Duke University January 2014 - May 2014
Dept. of Physics, Duke University August 2013 - December 2013
Dept. of Physics, Duke University August 2010 - December 2012
Mississippi State University August 2008 - May 2010
Dept. of Physics, Mississippi State University August 2008 - April 2010
Indian Institute of Technology, Bombay November 2007 - June 2008
Soft Condensed Matter Group, Physics Dept., University of Fribourg, Switzerland May 2007 - July 2007
Skills
C++, Mathematical Modeling, Matlab, Mathematica, Physics, LaTeX, Algorithms, Data Analysis, Science, Linux, Numerical Analysis, Python, Parallel Programming, Shell Scripting
Education
Duke University 2010 — 2014
Doctor of Philosophy (Ph.D.), Physics
Mississippi State University 2008 — 2010
Master of Science (MS), Physics
Indian Institute of Technology, Bombay 2004 — 2008
B.Tech, Engineering Physics
James Criner James Criner's J.P. Morgan Experience 2002 - 2013
Job Financial Markets Professional
Industry Financial Services
Experience
National Runaway Safeline January 2006 - Present
J.P. Morgan 2002 - 2013
Merrill Lynch April 1990 - May 2001
Skills
Financial Markets, Options Trading, Hold Series 7, Board of Directors, Futures Trading, Technical Analysis, CME Floor Broker, Options, Fixed Income, Trading, Commodity, Equities, Hedge Funds, Rates, Derivatives, Bonds, Hedging, Financial Analysis, Brokerage, Securities, Electronic Trading, Capital Markets, Alternative Investments, Bloomberg, Investments, Interest Rate..., Equity Trading, Risk Management, Asset Management, Series 7, Swaps, Series 63, Futures, Eurodollars, US Treasuries, Globex, Spread Trading, Foreign Exchange, Currency
Education
Duke University
Dual AB, Economics & History
Groton School
National Runaway Safeline January 2006 - Present
J.P. Morgan 2002 - 2013
Merrill Lynch April 1990 - May 2001
Skills
Financial Markets, Options Trading, Hold Series 7, Board of Directors, Futures Trading, Technical Analysis, CME Floor Broker, Options, Fixed Income, Trading, Commodity, Equities, Hedge Funds, Rates, Derivatives, Bonds, Hedging, Financial Analysis, Brokerage, Securities, Electronic Trading, Capital Markets, Alternative Investments, Bloomberg, Investments, Interest Rate..., Equity Trading, Risk Management, Asset Management, Series 7, Swaps, Series 63, Futures, Eurodollars, US Treasuries, Globex, Spread Trading, Foreign Exchange, Currency
Education
Duke University
Dual AB, Economics & History
Groton School
Brooke Skinner's J.P. Morgan Experience April 2013 - Present
Job Real Estate Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2013 - Present
CSWEP: Committee on the Status of Women in the Economics Profession February 2013 - May 2014
Newfield Exploration May 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Bloomberg, Data Analysis, Economics, PowerPoint, Microsoft Office, Corporate Finance, Research, Microsoft Word, Access, Analysis, Strategic Planning, Business Strategy, Social Media, Public Speaking
Education
Duke University 2010 — 2014
Economcs, Finance, Graduated
J.P. Morgan April 2013 - Present
CSWEP: Committee on the Status of Women in the Economics Profession February 2013 - May 2014
Newfield Exploration May 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Bloomberg, Data Analysis, Economics, PowerPoint, Microsoft Office, Corporate Finance, Research, Microsoft Word, Access, Analysis, Strategic Planning, Business Strategy, Social Media, Public Speaking
Education
Duke University 2010 — 2014
Economcs, Finance, Graduated
Hrishiraj Maniar Hrishiraj Maniar's J.P. Morgan Experience March 2011 - September 2011
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock March 2013 - Present
Hamilton Lane April 2012 - September 2012
J.P. Morgan March 2011 - September 2011
Delaware Investments, a member of the Macquarie Group March 2010 - September 2010
Skills
Asset Managment, Portfolio Management, Data Analysis, Equity Research, Financial Reporting, Analysis, Finance, Accounting, Account Reconciliation, Business Analysis, Bloomberg Terminal, Corporate Finance, Due Diligence, Hedge Funds, Morningstar, Asset Management, Venture Capital, Trading, Private Equity
Education
Drexel University 2008 — 2012
Bachelors of Science in Business Administration, Finance
BlackRock March 2013 - Present
Hamilton Lane April 2012 - September 2012
J.P. Morgan March 2011 - September 2011
Delaware Investments, a member of the Macquarie Group March 2010 - September 2010
Skills
Asset Managment, Portfolio Management, Data Analysis, Equity Research, Financial Reporting, Analysis, Finance, Accounting, Account Reconciliation, Business Analysis, Bloomberg Terminal, Corporate Finance, Due Diligence, Hedge Funds, Morningstar, Asset Management, Venture Capital, Trading, Private Equity
Education
Drexel University 2008 — 2012
Bachelors of Science in Business Administration, Finance
Patrick Hayes's J.P. Morgan Experience January 2011 - May 2014
Job Vice President of Finance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
J.P. Morgan January 2011 - May 2014
BlackRock January 2009 - January 2011
BlackRock July 2006 - January 2009
BlackRock December 2005 - July 2006
PHH Mortgage November 2002 - December 2005
Morgan Stanley August 2001 - November 2002
Skills
Fixed Income, Structured Finance, Finance, Financial Modeling, Private Equity, Bloomberg, Mutual Funds, Risk Management, Alternative Investments, Project Management, Management, Banking, ABS, Swaps, Credit, CDS, Loans, Residential Mortgages, Electronic Trading, CDO, Business Analysis, Fund Administration, CLO, Financial Engineering, Investran, Training, Technical Analysis, Waterfalls, CCAR, Real Estate
Education
Drexel University - LeBow College of Business
MBA
Rutgers University – Camden
BS
Morgan Stanley May 2014 - Present
J.P. Morgan January 2011 - May 2014
BlackRock January 2009 - January 2011
BlackRock July 2006 - January 2009
BlackRock December 2005 - July 2006
PHH Mortgage November 2002 - December 2005
Morgan Stanley August 2001 - November 2002
Skills
Fixed Income, Structured Finance, Finance, Financial Modeling, Private Equity, Bloomberg, Mutual Funds, Risk Management, Alternative Investments, Project Management, Management, Banking, ABS, Swaps, Credit, CDS, Loans, Residential Mortgages, Electronic Trading, CDO, Business Analysis, Fund Administration, CLO, Financial Engineering, Investran, Training, Technical Analysis, Waterfalls, CCAR, Real Estate
Education
Drexel University - LeBow College of Business
MBA
Rutgers University – Camden
BS
David Grajewski David Grajewski's J.P. Morgan Experience June 2012 - Present
Job CSR Derivative Margin Client Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
Armstrong Franklin July 2011 - March 2012
BlackRock September 2010 - April 2011
BlackRock October 2009 - March 2010
Armstrong Franklin September 2008 - March 2009
Skills
Bloomberg, Fixed Income, Portfolio Management
Education
Drexel University - College of Business and Administration 2007 — 2012
BS, Finance
conrad weiser high school 2003 — 2007
J.P. Morgan June 2012 - Present
Armstrong Franklin July 2011 - March 2012
BlackRock September 2010 - April 2011
BlackRock October 2009 - March 2010
Armstrong Franklin September 2008 - March 2009
Skills
Bloomberg, Fixed Income, Portfolio Management
Education
Drexel University - College of Business and Administration 2007 — 2012
BS, Finance
conrad weiser high school 2003 — 2007
Anthony Gambescia Anthony Gambescia's J.P. Morgan Experience May 2014 - Present
Job Senior Risk Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Merrill Lynch August 2013 - May 2014
JPMC July 2004 - August 2013
JPMC July 2000 - July 2004
SCT July 1998 - July 2000
Skills
Unix, Architecture, Business Analysis, Leadership, Software Development, Oracle, Programming, Risk Management, Data Warehousing, C++
Education
Drexel University 2002 — 2005
MS, Information Systems
Temple University 1993 — 1998
BS, Physics
J.P. Morgan May 2014 - Present
Merrill Lynch August 2013 - May 2014
JPMC July 2004 - August 2013
JPMC July 2000 - July 2004
SCT July 1998 - July 2000
Skills
Unix, Architecture, Business Analysis, Leadership, Software Development, Oracle, Programming, Risk Management, Data Warehousing, C++
Education
Drexel University 2002 — 2005
MS, Information Systems
Temple University 1993 — 1998
BS, Physics
Christopher Burney's J.P. Morgan Experience March 2008 - May 2010
Job Senior Financial Analyst at Rackspace
Industry Information Technology and Services
Experience
Rackspace Hosting June 2012 - Present
Sterling Stamos June 2011 - August 2011
J.P. Morgan March 2008 - May 2010
Thomson Reuters August 2006 - March 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Venture Capital, Capital Markets, Investment Banking, Data Analysis, Portfolio Management, Investments, Competitive Analysis, Business Development, Finance, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Corporate Finance, Entrepreneurship
Duke University 2002 — 2006
BA, Cultural Anthropology, Markets and Management Studies
Alamo Heights High School 1998 — 2002
Rackspace Hosting June 2012 - Present
Sterling Stamos June 2011 - August 2011
J.P. Morgan March 2008 - May 2010
Thomson Reuters August 2006 - March 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Venture Capital, Capital Markets, Investment Banking, Data Analysis, Portfolio Management, Investments, Competitive Analysis, Business Development, Finance, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Corporate Finance, Entrepreneurship
Duke University 2002 — 2006
BA, Cultural Anthropology, Markets and Management Studies
Alamo Heights High School 1998 — 2002
Ali Zaman - MBA Ali Zaman - MBA's J.P. Morgan Experience June 2011 - March 2013
Job Financial Analyst at Barclays Investment Bank
Industry Investment Banking
Experience
Barclays Investment Bank June 2013 - Present
Brixmor March 2013 - June 2013
J.P. Morgan June 2011 - March 2013
TruMark Financial Credit Union April 2010 - June 2011
Skills
Investments, Equities, Finance, Fixed Income, Trading, Account Reconciliation, Financial Analysis, Bloomberg, Bonds, Financial Modeling, Loans, Settlement, Microsoft Excel, General Ledger, Financial Reporting, Corporate Finance, Portfolio Management, Alternative Investments, PowerPoint, Accounting, Asset Management, Banking, Insurance, Bloomberg Terminal
Education
Saint Joseph's University 2010 — 2011
Masters, Finance
Drexel University 2005 — 2010
Bachelor of Science (B.S.), Finance
Barclays Investment Bank June 2013 - Present
Brixmor March 2013 - June 2013
J.P. Morgan June 2011 - March 2013
TruMark Financial Credit Union April 2010 - June 2011
Skills
Investments, Equities, Finance, Fixed Income, Trading, Account Reconciliation, Financial Analysis, Bloomberg, Bonds, Financial Modeling, Loans, Settlement, Microsoft Excel, General Ledger, Financial Reporting, Corporate Finance, Portfolio Management, Alternative Investments, PowerPoint, Accounting, Asset Management, Banking, Insurance, Bloomberg Terminal
Education
Saint Joseph's University 2010 — 2011
Masters, Finance
Drexel University 2005 — 2010
Bachelor of Science (B.S.), Finance
Jonathan Im Jonathan Im's J.P. Morgan Experience June 2015 - July 2015
Job Sales and Trading Intern at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
MICROMO May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Matlab, C, LaTeX, Java, R, MIPS
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Computer Science, Senior
PHU 2009 — 2012
J.P. Morgan June 2015 - July 2015
MICROMO May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Matlab, C, LaTeX, Java, R, MIPS
Education
Duke University 2012 — 2016
Bachelor of Science (BS), Computer Science, Senior
PHU 2009 — 2012
Malay Naik's J.P. Morgan Experience March 2015 - September 2015
Job Summer Analyst at J.P. Morgan & Business & Engineering Student at Drexel University
Industry Financial Services
Experience
J.P. Morgan March 2015 - September 2015
SAP April 2014 - September 2014
Merck March 2013 - September 2013
Parsippany Outdoor Recreation June 2008 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Portfolio Management, Access, MS Project, Microsoft Publisher, Primavera P6, Maple, Microsoft Office, Time Management, Public Speaking, Data Analysis, Project Management
Education
Drexel University 2011 — 2016
Bachelor of Science in Business & Engineering, Entrepreneurship, Finance
J.P. Morgan March 2015 - September 2015
SAP April 2014 - September 2014
Merck March 2013 - September 2013
Parsippany Outdoor Recreation June 2008 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Portfolio Management, Access, MS Project, Microsoft Publisher, Primavera P6, Maple, Microsoft Office, Time Management, Public Speaking, Data Analysis, Project Management
Education
Drexel University 2011 — 2016
Bachelor of Science in Business & Engineering, Entrepreneurship, Finance
Thomas Prebble Thomas Prebble's J.P. Morgan Experience June 2015 - August 2015
Job Incoming Analyst at J.P.Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - August 2015
Fletcher Building July 2014 - October 2014
PAVE Academy Charter School June 2013 - August 2013
Education
Duke University 2012 — 2016
Bachelor's Degree, Psychology, Junior
University of Oxford 2014 — 2015
Visiting Student at St Catherine's College
UNC Chapel Hill 2014 — 2014
Robertson Scholars Program Semester Switch
University of Otago 2012 — 2012
Bachelor's Degree, Law and PPE
King's College, Auckland 2007 — 2011
High School
J.P. Morgan June 2015 - August 2015
Fletcher Building July 2014 - October 2014
PAVE Academy Charter School June 2013 - August 2013
Education
Duke University 2012 — 2016
Bachelor's Degree, Psychology, Junior
University of Oxford 2014 — 2015
Visiting Student at St Catherine's College
UNC Chapel Hill 2014 — 2014
Robertson Scholars Program Semester Switch
University of Otago 2012 — 2012
Bachelor's Degree, Law and PPE
King's College, Auckland 2007 — 2011
High School
Inga Casapu's J.P. Morgan Experience July 2012 - March 2015
Job Asset & Fund Services at BNP Paribas
Industry Financial Services
Experience
BNP Paribas March 2015 - Present
J.P. Morgan July 2012 - March 2015
BNP Paribas Securities Corp. March 2011 - September 2011
Exelon Generation March 2010 - September 2010
Valley Forge Asset Management March 2009 - September 2009
Skills
Excel, SmartStation, Bloomberg, Axys, ZaiNet, nMarket, PoweGads, Gen Manager, SWIFT, Geode, Revolution, FX eTRADER, SWIFT payments, Microsoft Excel, Bloomberg Terminal, Securities, Analysis, Banking, Investments, Risk Management, Financial Analysis
Education
Drexel University - LeBow College of Business 2008 — 2012
Bachelor of Science (BS), Finance
BNP Paribas March 2015 - Present
J.P. Morgan July 2012 - March 2015
BNP Paribas Securities Corp. March 2011 - September 2011
Exelon Generation March 2010 - September 2010
Valley Forge Asset Management March 2009 - September 2009
Skills
Excel, SmartStation, Bloomberg, Axys, ZaiNet, nMarket, PoweGads, Gen Manager, SWIFT, Geode, Revolution, FX eTRADER, SWIFT payments, Microsoft Excel, Bloomberg Terminal, Securities, Analysis, Banking, Investments, Risk Management, Financial Analysis
Education
Drexel University - LeBow College of Business 2008 — 2012
Bachelor of Science (BS), Finance
Patricia Deza's J.P. Morgan Experience October 2014 - October 2014
Job Applied Economics Intern at APOYO Consultoría
Industry
Experience
APOYO Consultoría June 2015 - August 2015
Laboratory for Unconventional Conflict Analysis and Simulation May 2015 - August 2015
Fuqua School of Business February 2015 - May 2015
Duke International Association August 2014 - May 2015
Duke Technology and Innovation Policy Lab August 2014 - December 2014
Barclays November 2014 - November 2014
J.P. Morgan October 2014 - October 2014
District Six Museum May 2014 - July 2014
Duke International Association August 2013 - May 2014
Duke University June 2013 - May 2014
Education
Duke University 2012 — 2016
BSc./B.A. Economics and Public Policy
San Silvestre School 1997 — 2011
International Baccalaureate, Diploma
APOYO Consultoría June 2015 - August 2015
Laboratory for Unconventional Conflict Analysis and Simulation May 2015 - August 2015
Fuqua School of Business February 2015 - May 2015
Duke International Association August 2014 - May 2015
Duke Technology and Innovation Policy Lab August 2014 - December 2014
Barclays November 2014 - November 2014
J.P. Morgan October 2014 - October 2014
District Six Museum May 2014 - July 2014
Duke International Association August 2013 - May 2014
Duke University June 2013 - May 2014
Education
Duke University 2012 — 2016
BSc./B.A. Economics and Public Policy
San Silvestre School 1997 — 2011
International Baccalaureate, Diploma
Nicholas Cavalli Nicholas Cavalli's J.P. Morgan Experience April 2013 - Present
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2013 - Present
ING Financial Partners December 2011 - December 2012
Philadelphia Housing Authority November 2010 - March 2012
Corrpro Companies, Inc. March 2010 - September 2010
Skills
Investments, Financial Analysis, Management, Strategic Financial..., Process Improvement, Microsoft Excel, Fixed Income, Financial Modeling, Project Management, Sales, Asset Managment, Microsoft Office, Finance, PowerPoint, Analysis, Portfolio Management, Insurance, Budgets, US Treasuries, Euroclear, Valuation, Financial Planning, Time Management, VBA, Investment Banking, Client Relations, Teamwork, Team Management, Customer Service, Leadership, Series 6, Series 63, Series 65, IBM Mainframe, client
Education
Drexel University - LeBow College of Business
Bachelor’s Degree, Finance
J.P. Morgan April 2013 - Present
ING Financial Partners December 2011 - December 2012
Philadelphia Housing Authority November 2010 - March 2012
Corrpro Companies, Inc. March 2010 - September 2010
Skills
Investments, Financial Analysis, Management, Strategic Financial..., Process Improvement, Microsoft Excel, Fixed Income, Financial Modeling, Project Management, Sales, Asset Managment, Microsoft Office, Finance, PowerPoint, Analysis, Portfolio Management, Insurance, Budgets, US Treasuries, Euroclear, Valuation, Financial Planning, Time Management, VBA, Investment Banking, Client Relations, Teamwork, Team Management, Customer Service, Leadership, Series 6, Series 63, Series 65, IBM Mainframe, client
Education
Drexel University - LeBow College of Business
Bachelor’s Degree, Finance
![Victor Grayson [LION]](https://cdn.bearsofficialsstore.com/li/webp/444035417.webp)
Victor Grayson [LION] Victor Grayson [LION]'s J.P. Morgan Experience 1998 - 2008
Job EVP Sales at Marshall Financial Services
Industry Financial Services
Experience
Marshall Financial Services 2008 - Present
J.P. Morgan 1998 - 2008
Macy's 1993 - 1998
Skills
Sales Management, Sales Operations, Sales Process, Leadership Development, Cross-functional Team...
Education
Drexel University
Bachelor of Science (B.S.), Mass Communication/Media Studies
Marshall Financial Services 2008 - Present
J.P. Morgan 1998 - 2008
Macy's 1993 - 1998
Skills
Sales Management, Sales Operations, Sales Process, Leadership Development, Cross-functional Team...
Education
Drexel University
Bachelor of Science (B.S.), Mass Communication/Media Studies
Mars Shah's J.P. Morgan Experience June 2011 - December 2012
Job Mergers and Acquisitions
Industry Investment Banking
Experience
Corporate Advisory Solutions, LLC December 2014 - Present
Franklin Square Capital Partners May 2013 - November 2014
J.P. Morgan June 2011 - December 2012
Group One Trading, LP September 2009 - March 2012
Radcliffe Capital - Hedge Fund (Covertible Arbitrage) September 2008 - March 2009
Skills
Bloomberg, Derivatives, Options, Portfolio Management, Trading, Hedge Funds, Capital Markets, Asset Management, Equity Derivatives, Financial Analysis, Financial Risk, Risk Management, Securities, Hedging
Education
Drexel University 2006 — 2011
Business Administration, Finance and Mathematics, 3.4
Drexel University - College of Business and Administration
Mathematics and Finance
Corporate Advisory Solutions, LLC December 2014 - Present
Franklin Square Capital Partners May 2013 - November 2014
J.P. Morgan June 2011 - December 2012
Group One Trading, LP September 2009 - March 2012
Radcliffe Capital - Hedge Fund (Covertible Arbitrage) September 2008 - March 2009
Skills
Bloomberg, Derivatives, Options, Portfolio Management, Trading, Hedge Funds, Capital Markets, Asset Management, Equity Derivatives, Financial Analysis, Financial Risk, Risk Management, Securities, Hedging
Education
Drexel University 2006 — 2011
Business Administration, Finance and Mathematics, 3.4
Drexel University - College of Business and Administration
Mathematics and Finance
Samir Rao's J.P. Morgan Experience June 2013 - November 2014
Job Business Development Associate at Sift Science
Industry Financial Services
Experience
Sift Science November 2014 - Present
J.P. Morgan June 2013 - November 2014
Skills
Valuation, Market Research, Financial Modeling, Investment Banking, Financial Analysis, Mergers & Acquisitions, Capital Markets, Economics, Competitive Analysis, Corporate Finance, Bloomberg, Due Diligence, Quantitative Analytics, Strategy, Business Strategy
Education
Duke University 2009 — 2013
Bachelor's Degree
Dulaney High School 2005 — 2009
Sift Science November 2014 - Present
J.P. Morgan June 2013 - November 2014
Skills
Valuation, Market Research, Financial Modeling, Investment Banking, Financial Analysis, Mergers & Acquisitions, Capital Markets, Economics, Competitive Analysis, Corporate Finance, Bloomberg, Due Diligence, Quantitative Analytics, Strategy, Business Strategy
Education
Duke University 2009 — 2013
Bachelor's Degree
Dulaney High School 2005 — 2009
Alex Mistretta Alex Mistretta's J.P. Morgan Experience July 2011 - February 2014
Job Commodity Hedge Fund Sales
Industry Financial Services
Experience
Macquarie Group March 2014 - Present
J.P. Morgan July 2011 - February 2014
JPMorgan Chase June 2010 - July 2011
Skills
Bloomberg, Derivatives, Equities, Fixed Income, Trading, Hedge Funds
Education
Duke University 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
Macquarie Group March 2014 - Present
J.P. Morgan July 2011 - February 2014
JPMorgan Chase June 2010 - July 2011
Skills
Bloomberg, Derivatives, Equities, Fixed Income, Trading, Hedge Funds
Education
Duke University 2006 — 2010
Bachelor of Arts (B.A.), Mathematics
Vladislav Derevyanko's J.P. Morgan Experience March 2015 - Present
Job Business Analyst (Coop) Corporate and Investment Bank
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
State Street March 2014 - September 2014
Defloppé Inc. March 2013 - March 2014
Skills
Teamwork, Financial Accounting, Customer Service, Money Management, Communication, Management, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Public Speaking, Event Planning, Data Analysis
Education
Drexel University - College of Business and Administration 2012 — 2017
Bachelor's Degree, Economics and Finance (Business, Accounting), GPA: 3.4
J.P. Morgan March 2015 - Present
State Street March 2014 - September 2014
Defloppé Inc. March 2013 - March 2014
Skills
Teamwork, Financial Accounting, Customer Service, Money Management, Communication, Management, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Public Speaking, Event Planning, Data Analysis
Education
Drexel University - College of Business and Administration 2012 — 2017
Bachelor's Degree, Economics and Finance (Business, Accounting), GPA: 3.4
Amy Shah Amy Shah's J.P. Morgan Experience April 2014 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
InstaMed April 2013 - September 2013
Washington Township High School July 2010 - June 2011
TD July 2010 - September 2010
Kennedy Memorial Hospital 2007 - 2010
Hospital of the University of Pennsylvania 2009 - 2009
The Children's Hospital of Philadelphia 2008 - 2008
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Publisher, Customer Satisfaction, PowerPoint, Data Analysis, Quality Assurance, Customer Service, Public Speaking, Microsoft Office, Financial Analysis
Education
Drexel University 2011 — 2016
Bachelor of Science in Business Administration, Finance & Analytics
J.P. Morgan April 2014 - Present
InstaMed April 2013 - September 2013
Washington Township High School July 2010 - June 2011
TD July 2010 - September 2010
Kennedy Memorial Hospital 2007 - 2010
Hospital of the University of Pennsylvania 2009 - 2009
The Children's Hospital of Philadelphia 2008 - 2008
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Publisher, Customer Satisfaction, PowerPoint, Data Analysis, Quality Assurance, Customer Service, Public Speaking, Microsoft Office, Financial Analysis
Education
Drexel University 2011 — 2016
Bachelor of Science in Business Administration, Finance & Analytics
Daniel Kennedy Daniel Kennedy'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
Macquarie Group October 2010 - May 2013
Lloyds Banking Group July 2008 - October 2010
Marakon Associates 2006 - 2008
U.S. House of Representatives June 2004 - August 2004
Skills
Investment Banking, Corporate Finance, Strategy, Principal Investing, M&A execution, Equity Valuation, Private Equity, Mergers & Acquisitions
Education
London School of Economics and Political Science 2005 — 2006
MSc, International Relations
Duke University 2001 — 2005
A.B. (w/ Distinction), Political Science and German
The Walker School
J.P. Morgan June 2013 - Present
Macquarie Group October 2010 - May 2013
Lloyds Banking Group July 2008 - October 2010
Marakon Associates 2006 - 2008
U.S. House of Representatives June 2004 - August 2004
Skills
Investment Banking, Corporate Finance, Strategy, Principal Investing, M&A execution, Equity Valuation, Private Equity, Mergers & Acquisitions
Education
London School of Economics and Political Science 2005 — 2006
MSc, International Relations
Duke University 2001 — 2005
A.B. (w/ Distinction), Political Science and German
The Walker School
Alex Stone Alex Stone's J.P. Morgan Experience September 2008 - February 2009
Job Vice President CMBS Trading
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Merrill Lynch May 2010 - April 2014
Bridgewater Associates February 2009 - May 2010
J.P. Morgan September 2008 - February 2009
Skills
Trading, Structured Products, CMBS, Market Making, Bond Markets, Capital Markets, Hedge Funds, Bloomberg, Bonds, Fixed Income
Education
Duke University 2004 — 2008
Bachelor of Science (BS), Political Science
Ethical Culture Fieldston School
High School
Morgan Stanley April 2014 - Present
Merrill Lynch May 2010 - April 2014
Bridgewater Associates February 2009 - May 2010
J.P. Morgan September 2008 - February 2009
Skills
Trading, Structured Products, CMBS, Market Making, Bond Markets, Capital Markets, Hedge Funds, Bloomberg, Bonds, Fixed Income
Education
Duke University 2004 — 2008
Bachelor of Science (BS), Political Science
Ethical Culture Fieldston School
High School
David Fishman David Fishman's J.P. Morgan Experience December 1992 - June 1995
Job Partner, Head of Private Equity Vector Capital
Industry Venture Capital & Private Equity
Experience
Allegro Development Corporation July 2014 - Present
ChyronHego February 2015 - Present
Vector Capital August 2006 - Present
Technicolor March 2012 - Present
SafeNet January 2008 - January 2015
RAE Systems January 2011 - July 2013
Teletrac January 2010 - April 2013
Goldman Sachs August 1997 - August 2006
J.P. Morgan December 1992 - June 1995
Skills
Buyouts, Recapitalizations, Investments, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
Duke University 1988 — 1992
Bachelor of Arts (BA), Economics
Allegro Development Corporation July 2014 - Present
ChyronHego February 2015 - Present
Vector Capital August 2006 - Present
Technicolor March 2012 - Present
SafeNet January 2008 - January 2015
RAE Systems January 2011 - July 2013
Teletrac January 2010 - April 2013
Goldman Sachs August 1997 - August 2006
J.P. Morgan December 1992 - June 1995
Skills
Buyouts, Recapitalizations, Investments, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
Duke University 1988 — 1992
Bachelor of Arts (BA), Economics
Jesse Vickey Jesse Vickey's J.P. Morgan Experience May 1996 - August 1996
Job Cofounder of Cap & Compass and Dinner Elf
Industry Higher Education
Experience
Dinner Elf January 2014 - Present
Home November 2004 - Present
Cap & Compass 2001 - Present
Rabobank 1999 - 2001
UBS 1997 - 1999
J.P. Morgan May 1996 - August 1996
Skills
Program Management, Sales, Mobile Applications, Marketing Strategy, Social Media Marketing, Social Media, Teaching, Marketing, Advertising, Email Marketing, New Business Development, Strategic Planning
Education
Duke University 1993 — 1997
Bachelor of Arts (B.A.), Economics and Public Policy Studies
University of Sussex 1995 — 1996
Study abroad
Dinner Elf January 2014 - Present
Home November 2004 - Present
Cap & Compass 2001 - Present
Rabobank 1999 - 2001
UBS 1997 - 1999
J.P. Morgan May 1996 - August 1996
Skills
Program Management, Sales, Mobile Applications, Marketing Strategy, Social Media Marketing, Social Media, Teaching, Marketing, Advertising, Email Marketing, New Business Development, Strategic Planning
Education
Duke University 1993 — 1997
Bachelor of Arts (B.A.), Economics and Public Policy Studies
University of Sussex 1995 — 1996
Study abroad
Pauline Vargas Pauline Vargas's J.P. Morgan Experience June 2013 - August 2013
Job Strategy Analyst, Accenture
Industry Retail
Experience
Accenture November 2014 - Present
Business Oriented Women March 2014 - May 2015
Ralph Lauren June 2014 - August 2014
Duke University December 2011 - May 2014
Business Oriented Women March 2013 - March 2014
J.P. Morgan June 2013 - August 2013
Duke Association for Business-Oriented Women August 2012 - March 2013
Soluciones Comunitarias May 2012 - July 2012
Skills
Entrepreneurship, Leadership, Training, Research, Public Speaking, Event Planning, Project Planning, Marketing, Social Media, Data Analysis, Business Strategy, Analysis
Education
Duke University 2011 — 2015
Public Policy, Markets and Management Certificate
Cypress Bay High School 2007 — 2011
Accenture November 2014 - Present
Business Oriented Women March 2014 - May 2015
Ralph Lauren June 2014 - August 2014
Duke University December 2011 - May 2014
Business Oriented Women March 2013 - March 2014
J.P. Morgan June 2013 - August 2013
Duke Association for Business-Oriented Women August 2012 - March 2013
Soluciones Comunitarias May 2012 - July 2012
Skills
Entrepreneurship, Leadership, Training, Research, Public Speaking, Event Planning, Project Planning, Marketing, Social Media, Data Analysis, Business Strategy, Analysis
Education
Duke University 2011 — 2015
Public Policy, Markets and Management Certificate
Cypress Bay High School 2007 — 2011
Daniel Szwabiuk Daniel Szwabiuk's J.P. Morgan Experience 2014 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
J.P. Morgan 2014 - 2015
Financial Modeling June 2011 - April 2014
Wells Fargo Securities 2006 - 2010
SEI 2006 - 2006
Trade The News 2005 - 2006
Skills
Investments, Equities, Financial Modeling, Alternative Investments, Valuation, Hedge Funds, Asset Allocation, Bloomberg, Financial Analysis, Investment Management, Fixed Income, Investment Banking, Investment Advisory, Finance, Trading, Series 63, Equity Research, Capital Markets, Options, Strategic Financial..., Portfolio Management, Derivatives, Asset Management, Credit, Commodity, Financial Markets, Banking, Financial Structuring, Economics, Private Equity, Relationship Management, Due Diligence, Analysis, Investor Relations, Wealth Management, Bloomberg Terminal, Risk Management, Mergers & Acquisitions, Loans, New Business Development, Securities
Education
Drexel University 2010 — 2011
Master of Business Administration (MBA), MBA
Penn State University 2001 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Wells Fargo April 2015 - Present
J.P. Morgan 2014 - 2015
Financial Modeling June 2011 - April 2014
Wells Fargo Securities 2006 - 2010
SEI 2006 - 2006
Trade The News 2005 - 2006
Skills
Investments, Equities, Financial Modeling, Alternative Investments, Valuation, Hedge Funds, Asset Allocation, Bloomberg, Financial Analysis, Investment Management, Fixed Income, Investment Banking, Investment Advisory, Finance, Trading, Series 63, Equity Research, Capital Markets, Options, Strategic Financial..., Portfolio Management, Derivatives, Asset Management, Credit, Commodity, Financial Markets, Banking, Financial Structuring, Economics, Private Equity, Relationship Management, Due Diligence, Analysis, Investor Relations, Wealth Management, Bloomberg Terminal, Risk Management, Mergers & Acquisitions, Loans, New Business Development, Securities
Education
Drexel University 2010 — 2011
Master of Business Administration (MBA), MBA
Penn State University 2001 — 2005
Bachelor of Science (BS), Business/Managerial Economics
Adrian (Xinli) Zhang Adrian (Xinli) Zhang's J.P. Morgan Experience September 2011 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2011 - Present
J.P. Morgan June 2010 - August 2010
Smart Billiards September 2007 - June 2010
Education
Duke University 2007 — 2011
Bachelor of Science, Biomedical Engineering, Economics
J.P. Morgan September 2011 - Present
J.P. Morgan June 2010 - August 2010
Smart Billiards September 2007 - June 2010
Education
Duke University 2007 — 2011
Bachelor of Science, Biomedical Engineering, Economics
Christopher Donohoe Christopher Donohoe's J.P. Morgan Experience September 1993 - May 2004
Job Managing Director, Specialty Finance at Sandler O'Neill & Partners, L.P.
Industry Investment Banking
Experience
Sandler O'Neill & Partners, L.P. July 2012 - Present
BMO Capital Markets March 2009 - April 2012
Bank of America May 2004 - February 2009
J.P. Morgan September 1993 - May 2004
Skills
Investment Banking, Mergers, Capital Markets, Financial Modeling, Valuation, Client Management, Strategic Planning, Capital Structure, Private Equity
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance & Statistics
Duke University 1986 — 1989
AB, Mathematics & History
Sandler O'Neill & Partners, L.P. July 2012 - Present
BMO Capital Markets March 2009 - April 2012
Bank of America May 2004 - February 2009
J.P. Morgan September 1993 - May 2004
Skills
Investment Banking, Mergers, Capital Markets, Financial Modeling, Valuation, Client Management, Strategic Planning, Capital Structure, Private Equity
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance & Statistics
Duke University 1986 — 1989
AB, Mathematics & History
David Rademeyer's J.P. Morgan Experience September 2008 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2008 - Present
Education
Duke University 2004 — 2008
B.S., Mathematics
J.P. Morgan September 2008 - Present
Education
Duke University 2004 — 2008
B.S., Mathematics
Claire Rauh McDonough Claire Rauh McDonough's J.P. Morgan Experience September 2014 - Present
Job Vice President Retail & Consumer Investment Banking
Industry Banking
Experience
J.P. Morgan September 2014 - Present
Fairway Market February 2014 - September 2014
Fairway Market June 2013 - January 2014
Credit Suisse January 2013 - May 2013
Credit Suisse July 2009 - January 2013
Skills
Financial Modeling, Corporate Finance, Equities, LBO, Investment Banking, Capital Markets, Business Strategy, Private Equity, Finance, Valuation, Strategy, Entrepreneurship, Mergers & Acquisitions, Corporate Development
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Accounting, Entrepreneurial Studies
Duke University 2000 — 2004
BA, Public Policy and Visual Art
Brunswick School / Greenwich Academy
Brunswick School / Greenwich Academy
J.P. Morgan September 2014 - Present
Fairway Market February 2014 - September 2014
Fairway Market June 2013 - January 2014
Credit Suisse January 2013 - May 2013
Credit Suisse July 2009 - January 2013
Skills
Financial Modeling, Corporate Finance, Equities, LBO, Investment Banking, Capital Markets, Business Strategy, Private Equity, Finance, Valuation, Strategy, Entrepreneurship, Mergers & Acquisitions, Corporate Development
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Accounting, Entrepreneurial Studies
Duke University 2000 — 2004
BA, Public Policy and Visual Art
Brunswick School / Greenwich Academy
Brunswick School / Greenwich Academy
Marc Sendra Marc Sendra's J.P. Morgan Experience July 2015 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
JP Morgan March 2010 - Present
Education
Drexel University
Finance
J.P. Morgan July 2015 - Present
JP Morgan March 2010 - Present
Education
Drexel University
Finance
Bryan Pham's J.P. Morgan Experience August 2015 - Present
Job Client Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan August 2015 - Present
JP Morgan June 2013 - July 2015
Penn Capital Management August 2011 - May 2012
The Fairman Group September 2010 - April 2011
Exelon September 2009 - March 2010
Skills
Bloomberg Terminal, Advent, Microsoft Office, Morningstar, Client Communication, Financial Analysis, Strategic Planning, Portfolio Management, Microsoft Excel, Mutual Funds, Microsoft Word, Finance, Project Management, Bloomberg
Education
Drexel University - LeBow College of Business 2008 — 2013
Bachelor of Science in Business Adminstration, Dual Concentration in Finance and Marketing
J.P. Morgan August 2015 - Present
JP Morgan June 2013 - July 2015
Penn Capital Management August 2011 - May 2012
The Fairman Group September 2010 - April 2011
Exelon September 2009 - March 2010
Skills
Bloomberg Terminal, Advent, Microsoft Office, Morningstar, Client Communication, Financial Analysis, Strategic Planning, Portfolio Management, Microsoft Excel, Mutual Funds, Microsoft Word, Finance, Project Management, Bloomberg
Education
Drexel University - LeBow College of Business 2008 — 2013
Bachelor of Science in Business Adminstration, Dual Concentration in Finance and Marketing
Frank Walter's J.P. Morgan Experience July 2013 - May 2015
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS May 2015 - Present
J.P. Morgan July 2013 - May 2015
Drexel University Endowment Fund July 2012 - June 2013
UBS, Inc March 2009 - September 2009
Education
Drexel University 2007 — 2012
Bachlor of Science, Finance
Drexel University, LeBow College of Business 2007 — 2012
Bachelor of Science, Business Administration; 2012; Finance; Communication
UBS May 2015 - Present
J.P. Morgan July 2013 - May 2015
Drexel University Endowment Fund July 2012 - June 2013
UBS, Inc March 2009 - September 2009
Education
Drexel University 2007 — 2012
Bachlor of Science, Finance
Drexel University, LeBow College of Business 2007 — 2012
Bachelor of Science, Business Administration; 2012; Finance; Communication
Chi-Chu Tschang Chi-Chu Tschang's J.P. Morgan Experience July 2012 - May 2014
Job
Industry E-Learning
Experience
Massachusetts Institute of Technology (MIT) May 2014 - Present
J.P. Morgan July 2012 - May 2014
J.P. Morgan June 2011 - August 2011
New Energy Finance May 2009 - March 2010
BusinessWeek April 2007 - March 2009
The Straits Times March 2004 - March 2007
Bloomberg News November 2002 - September 2003
South China Morning Post September 2000 - June 2002
Skills
Financial Modeling, Analytics, Business Strategy, Entrepreneurship, Journalism, Private Equity, Emerging Markets, Valuation, Economics, Management Consulting, Strategy, Financial Analysis, Editing, Venture Capital, Corporate Finance, Competitive Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA
The Johns Hopkins University 1999 — 2000
Johns Hopkins University (SAIS) - Hopkins-Nanjing Center for Chinese and American Studies
Duke University 1993 — 1996
BA, History
Clovis West High School 1989 — 1993
High School
Massachusetts Institute of Technology (MIT) May 2014 - Present
J.P. Morgan July 2012 - May 2014
J.P. Morgan June 2011 - August 2011
New Energy Finance May 2009 - March 2010
BusinessWeek April 2007 - March 2009
The Straits Times March 2004 - March 2007
Bloomberg News November 2002 - September 2003
South China Morning Post September 2000 - June 2002
Skills
Financial Modeling, Analytics, Business Strategy, Entrepreneurship, Journalism, Private Equity, Emerging Markets, Valuation, Economics, Management Consulting, Strategy, Financial Analysis, Editing, Venture Capital, Corporate Finance, Competitive Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA
The Johns Hopkins University 1999 — 2000
Johns Hopkins University (SAIS) - Hopkins-Nanjing Center for Chinese and American Studies
Duke University 1993 — 1996
BA, History
Clovis West High School 1989 — 1993
High School
Shruthi Rampalli's J.P. Morgan Experience August 2014 - Present
Job Business Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Bristol-Myers Squibb March 2013 - September 2013
Pierrel Research March 2011 - January 2012
Mary Kay Inc. August 2010 - December 2011
Skills
Marketing, Information Security, SharePoint, SAP, Project Planning, Microsoft Office, SAP ERP, SAP BW, Visio, CSV, Bluecoat, Adobe Professional, Microsoft Publisher, WebTrends Analytics, Social Media Marketing, Photoshop, Dreamviewer, Access Database, UAT coordination, Full SDLC, Requirements Gathering, Test Cases, Use Case Analysis, User Acceptance Testing
Education
Drexel University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
J.P. Morgan August 2014 - Present
Bristol-Myers Squibb March 2013 - September 2013
Pierrel Research March 2011 - January 2012
Mary Kay Inc. August 2010 - December 2011
Skills
Marketing, Information Security, SharePoint, SAP, Project Planning, Microsoft Office, SAP ERP, SAP BW, Visio, CSV, Bluecoat, Adobe Professional, Microsoft Publisher, WebTrends Analytics, Social Media Marketing, Photoshop, Dreamviewer, Access Database, UAT coordination, Full SDLC, Requirements Gathering, Test Cases, Use Case Analysis, User Acceptance Testing
Education
Drexel University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Blake Dwyer's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Deloitte June 2014 - August 2014
Campus Enterprises LLC May 2013 - December 2013
Randall Noe Auto Group June 2012 - August 2012
Skills
Economics, Valuation, Financial Modeling, Bloomberg, Private Equity, Venture Capital, Equities, Investment Banking, Due Diligence, Corporate Finance, Entrepreneurship, Investments
Education
Duke University 2012 — 2016
Bachelor of Science (B.S.), Economics
J.P. Morgan June 2015 - Present
Deloitte June 2014 - August 2014
Campus Enterprises LLC May 2013 - December 2013
Randall Noe Auto Group June 2012 - August 2012
Skills
Economics, Valuation, Financial Modeling, Bloomberg, Private Equity, Venture Capital, Equities, Investment Banking, Due Diligence, Corporate Finance, Entrepreneurship, Investments
Education
Duke University 2012 — 2016
Bachelor of Science (B.S.), Economics
A. Joe Delgado A. Joe Delgado's J.P. Morgan Experience 1993 - 2000
Job Managing Director at New Mountain Capital, LLC
Industry Venture Capital & Private Equity
Experience
New Mountain Capital September 2015 - Present
CCMP Capital Advisors, LLC July 2006 - June 2015
JP Morgan Partners 2000 - 2006
J.P. Morgan 1993 - 2000
Skills
Private Equity, Alternative Investments, Investment Banking, Business Strategy, Capital Markets, Valuation
Education
Duke University 1989 — 1993
AB, History, Spanish
New Mountain Capital September 2015 - Present
CCMP Capital Advisors, LLC July 2006 - June 2015
JP Morgan Partners 2000 - 2006
J.P. Morgan 1993 - 2000
Skills
Private Equity, Alternative Investments, Investment Banking, Business Strategy, Capital Markets, Valuation
Education
Duke University 1989 — 1993
AB, History, Spanish
Emily Crowell's J.P. Morgan Experience December 2005 - June 2008
Job MBA Graduate, The Wharton School
Industry Venture Capital & Private Equity
Experience
Emerging Markets Investments September 2010 - March 2012
KRG Capital July 2008 - August 2010
J.P. Morgan December 2005 - June 2008
Skills
Private Equity, Valuation, Financial Modeling, Venture Capital, Due Diligence, Corporate Finance, Investment Banking, Investments, Mergers, LBO, Financial Analysis, M&A experience, Growth Capital, Start-ups, Emerging Markets, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneurial Management
Duke University 2000 — 2004
Bachelor of Arts (BA), Economics and History
Emerging Markets Investments September 2010 - March 2012
KRG Capital July 2008 - August 2010
J.P. Morgan December 2005 - June 2008
Skills
Private Equity, Valuation, Financial Modeling, Venture Capital, Due Diligence, Corporate Finance, Investment Banking, Investments, Mergers, LBO, Financial Analysis, M&A experience, Growth Capital, Start-ups, Emerging Markets, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneurial Management
Duke University 2000 — 2004
Bachelor of Arts (BA), Economics and History
Elizabeth Socorso's J.P. Morgan Experience December 1994 - August 2010
Job Business Analysis Manager at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2010 - Present
J.P. Morgan December 1994 - August 2010
Skills
SDLC, Business Analysis, PMO, Vendor Management, Process Improvement, Project Management, IT Management, Risk Management, Software Project..., Requirements Analysis, Banking, Program Management, Requirements Gathering, Software Development, Financial Services, PMP, Visio, IT Strategy
Education
Drexel University 1997 — 2000
MSIS, Information Systems
University of Delaware 1989 — 1993
BSBA, Marketing - MIS/DSS
Wilmington Trust August 2010 - Present
J.P. Morgan December 1994 - August 2010
Skills
SDLC, Business Analysis, PMO, Vendor Management, Process Improvement, Project Management, IT Management, Risk Management, Software Project..., Requirements Analysis, Banking, Program Management, Requirements Gathering, Software Development, Financial Services, PMP, Visio, IT Strategy
Education
Drexel University 1997 — 2000
MSIS, Information Systems
University of Delaware 1989 — 1993
BSBA, Marketing - MIS/DSS
Bruce Sun's J.P. Morgan Experience September 2012 - Present
Job Associate, U.S. Fixed Income Strategy
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
J.P. Morgan June 2011 - August 2011
Duke University July 2010 - January 2011
Reston Wealth Management May 2010 - July 2010
Duke University January 2010 - May 2010
Skills
Matlab, LaTeX, Research, Java, Statistics, Mandarin, Microsoft Excel, Maple
Education
Duke University 2008 — 2012
B.S., Elec/Comp Engineering, Economics
Thomas Jefferson High School for Science and Technology 2004 — 2008
J.P. Morgan September 2012 - Present
J.P. Morgan June 2011 - August 2011
Duke University July 2010 - January 2011
Reston Wealth Management May 2010 - July 2010
Duke University January 2010 - May 2010
Skills
Matlab, LaTeX, Research, Java, Statistics, Mandarin, Microsoft Excel, Maple
Education
Duke University 2008 — 2012
B.S., Elec/Comp Engineering, Economics
Thomas Jefferson High School for Science and Technology 2004 — 2008
Jonathan Abreu's J.P. Morgan Experience June 2013 - September 2015
Job Investment Analyst at JP Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan June 2013 - September 2015
Bloomberg October 2011 - May 2013
Conrad O'Brien December 2012 - April 2013
PREIT December 2012 - March 2013
Wells Fargo June 2012 - August 2012
PwC January 2012 - March 2012
ACE Group March 2011 - September 2011
BlackRock September 2009 - March 2010
Skills
Bloomberg, Capital IQ, Investment Banking, Lotus Notes, Microsoft Office, Private Equity, Interest Rate..., Asset Management, Capital Markets, Portfolio Management, Real Estate, Fluent in Spanish, FactSet, SNL Financial, ThomsonOne, Thomson Research
Education
Drexel University 2008 — 2013
Bachelor of Science (BS), Accounting, Finance, and Economics
J.P. Morgan Asset Management September 2015 - Present
J.P. Morgan June 2013 - September 2015
Bloomberg October 2011 - May 2013
Conrad O'Brien December 2012 - April 2013
PREIT December 2012 - March 2013
Wells Fargo June 2012 - August 2012
PwC January 2012 - March 2012
ACE Group March 2011 - September 2011
BlackRock September 2009 - March 2010
Skills
Bloomberg, Capital IQ, Investment Banking, Lotus Notes, Microsoft Office, Private Equity, Interest Rate..., Asset Management, Capital Markets, Portfolio Management, Real Estate, Fluent in Spanish, FactSet, SNL Financial, ThomsonOne, Thomson Research
Education
Drexel University 2008 — 2013
Bachelor of Science (BS), Accounting, Finance, and Economics
Robert Bruce Jenkins Jr., MBA's J.P. Morgan Experience April 2015 - Present
Job
Industry Investment Management
Experience
J.P. Morgan April 2015 - Present
Rock Ford Plantation January 2005 - Present
Education
Drexel University - College of Business and Administration 2009 — 2011
Master of Business Administration (M.B.A.)
Millersville University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.)
J.P. Morgan April 2015 - Present
Rock Ford Plantation January 2005 - Present
Education
Drexel University - College of Business and Administration 2009 — 2011
Master of Business Administration (M.B.A.)
Millersville University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.)
Chris Condon's J.P. Morgan Experience October 2014 - Present
Job Associate Futures & Options, OTC Clearing
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
JPMorgan Chase & Co. July 2011 - October 2014
Weber, Inc January 2009 - August 2010
Obama for America December 2007 - July 2008
Credit Suisse May 2007 - July 2007
Skills
Software Engineering, SQL, Java, Analytics, SDLC, Finance, Banking, C#, Credit Derivatives, Test Driven Development, Agile Methodologies, Interest Rate Swaps, Visio, SAS, Analysis, Public Speaking, Machine Learning, R, Data Science, GMI, IBM AS/400
Education
East Carolina University
Bachelor of Science (B.S.), Economics, Computer Science
Duke University
Statistical Analysis & Data Modeling Certificate
J.P. Morgan October 2014 - Present
JPMorgan Chase & Co. July 2011 - October 2014
Weber, Inc January 2009 - August 2010
Obama for America December 2007 - July 2008
Credit Suisse May 2007 - July 2007
Skills
Software Engineering, SQL, Java, Analytics, SDLC, Finance, Banking, C#, Credit Derivatives, Test Driven Development, Agile Methodologies, Interest Rate Swaps, Visio, SAS, Analysis, Public Speaking, Machine Learning, R, Data Science, GMI, IBM AS/400
Education
East Carolina University
Bachelor of Science (B.S.), Economics, Computer Science
Duke University
Statistical Analysis & Data Modeling Certificate
Alesia Shelton's J.P. Morgan Experience October 2005 - April 2008
Job Senior Financial Analyst at ACE Insurance Company
Industry Financial Services
Experience
ACE Insurance Company April 2008 - Present
J.P. Morgan October 2005 - April 2008
AIG Insurance Company April 1999 - October 2005
Aetna 1988 - 1996
Skills
Financial Modeling, Financial Reporting, Strategic Financial..., Financial Analysis, Forecasting, Finance, Accounting, Financial Planning, General Ledger, Microsoft Excel
Education
Wilmington University 2008 — 2009
MBA/Finance, Finance, General
Drexel University - LeBow College of Business 1980 — 1984
ACE Insurance Company April 2008 - Present
J.P. Morgan October 2005 - April 2008
AIG Insurance Company April 1999 - October 2005
Aetna 1988 - 1996
Skills
Financial Modeling, Financial Reporting, Strategic Financial..., Financial Analysis, Forecasting, Finance, Accounting, Financial Planning, General Ledger, Microsoft Excel
Education
Wilmington University 2008 — 2009
MBA/Finance, Finance, General
Drexel University - LeBow College of Business 1980 — 1984
Brian Pendland's J.P. Morgan Experience 2011 - 2013
Job Vice President Project Management Office Business & Client Management at Great West Financial
Industry Financial Services
Experience
Great-West Financial 2013 - Present
J.P. Morgan 2011 - 2013
J.P. Morgan 2006 - 2011
American Century Investments 2004 - 2006
American Century Investments 1997 - 2004
American Century Investments 1990 - 1997
Skills
CRM, Cross-functional Team..., Data Center, Management, Security, Analysis, Budgets, Change Management, Information Technology, Leadership, Networking, PMO, Product Development, Testing, Training, Business Analysis, Vendor Management
Education
Drury University 1986 — 1990
Bachelor of Arts (B.A.), Psychology/Business Administration
Great-West Financial 2013 - Present
J.P. Morgan 2011 - 2013
J.P. Morgan 2006 - 2011
American Century Investments 2004 - 2006
American Century Investments 1997 - 2004
American Century Investments 1990 - 1997
Skills
CRM, Cross-functional Team..., Data Center, Management, Security, Analysis, Budgets, Change Management, Information Technology, Leadership, Networking, PMO, Product Development, Testing, Training, Business Analysis, Vendor Management
Education
Drury University 1986 — 1990
Bachelor of Arts (B.A.), Psychology/Business Administration
Auritro Chatterjee's J.P. Morgan Experience June 2015 - Present
Job Corporate and Investment Bank
Industry Banking
Experience
J.P. Morgan June 2015 - Present
HSBC March 2013 - June 2015
EMC May 2011 - August 2012
T3 Capital Management LLC October 2010 - March 2011
Standard Chartered Bank March 2008 - September 2008
Skills
Bloomberg Terminal, Equity Research, Equity Trading, Risk Management, Public Speaking, Equities, Data Analysis, Financial Analysis
Education
Drexel University 2005 — 2010
Bachelor of Science, Economics and International Business
J.P. Morgan June 2015 - Present
HSBC March 2013 - June 2015
EMC May 2011 - August 2012
T3 Capital Management LLC October 2010 - March 2011
Standard Chartered Bank March 2008 - September 2008
Skills
Bloomberg Terminal, Equity Research, Equity Trading, Risk Management, Public Speaking, Equities, Data Analysis, Financial Analysis
Education
Drexel University 2005 — 2010
Bachelor of Science, Economics and International Business
Douglas Elliott's J.P. Morgan Experience 1985 - 1997
Job Fellow at The Brookings Institution
Industry Think Tanks
Experience
The Brookings Institution January 2009 - Present
J.P. Morgan Securities April 2006 - December 2008
Center on Federal Financial Institutions 2003 - 2006
ABN AMRO Bank N.V. 2000 - 2001
Sandler O'Neill & Partners, L.P. 1998 - 2000
Sanford C. Bernstein 1997 - 1997
J.P. Morgan 1985 - 1997
Education
Duke University 1982 — 1984
Master's degree, Computer Science
Harvard College 1977 — 1981
Bachelor's degree, Sociology
McCluer North High School
The Brookings Institution January 2009 - Present
J.P. Morgan Securities April 2006 - December 2008
Center on Federal Financial Institutions 2003 - 2006
ABN AMRO Bank N.V. 2000 - 2001
Sandler O'Neill & Partners, L.P. 1998 - 2000
Sanford C. Bernstein 1997 - 1997
J.P. Morgan 1985 - 1997
Education
Duke University 1982 — 1984
Master's degree, Computer Science
Harvard College 1977 — 1981
Bachelor's degree, Sociology
McCluer North High School
Agron Kovangji's J.P. Morgan Experience April 2015 - Present
Job Trade Support Analyst
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Federal Reserve Bank of Philadelphia January 2014 - January 2015
JPMorgan Chase October 2012 - January 2014
Group One Trading, LP March 2010 - June 2010
iWorkwell Inc. March 2009 - September 2009
Skills
Finance, Equities, Portfolio Management, Trading, Options, Analysis, Investments, Financial Analysis, Equity Derivatives, Financial Modeling
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor of Science (B.S.), Finance, Mathematics
J.P. Morgan April 2015 - Present
Federal Reserve Bank of Philadelphia January 2014 - January 2015
JPMorgan Chase October 2012 - January 2014
Group One Trading, LP March 2010 - June 2010
iWorkwell Inc. March 2009 - September 2009
Skills
Finance, Equities, Portfolio Management, Trading, Options, Analysis, Investments, Financial Analysis, Equity Derivatives, Financial Modeling
Education
Drexel University - College of Business and Administration 2007 — 2012
Bachelor of Science (B.S.), Finance, Mathematics
Katryna Kviatkevich's J.P. Morgan Experience September 2009 - March 2010
Job Financial Analyst
Industry Financial Services
Experience
Capital Group November 2013 - May 2015
Boenning & Scattergood, Inc. June 2010 - August 2013
J.P. Morgan September 2009 - March 2010
Drexel University March 2009 - September 2009
Skills
Equity Research, Bloomberg, Portfolio Management, Finance, Analysis, Valuation, Fixed Income, Trading, Asset Allocation, Investment Banking
Education
Drexel University - College of Business and Administration 2009 — 2010
B.S. in Business Administration, Finance, 3.94/4.00
Belarus State Economic University 2001 — 2005
International Business
Capital Group November 2013 - May 2015
Boenning & Scattergood, Inc. June 2010 - August 2013
J.P. Morgan September 2009 - March 2010
Drexel University March 2009 - September 2009
Skills
Equity Research, Bloomberg, Portfolio Management, Finance, Analysis, Valuation, Fixed Income, Trading, Asset Allocation, Investment Banking
Education
Drexel University - College of Business and Administration 2009 — 2010
B.S. in Business Administration, Finance, 3.94/4.00
Belarus State Economic University 2001 — 2005
International Business
Melanie Yapes Aliermo's J.P. Morgan Experience 1997 - 2001
Job Director, Fixed Income and Derivatives eTrading Sales
Industry Financial Services
Experience
Tradeweb Markets LLC May 2001 - Present
J.P. Morgan 1997 - 2001
The Sanwa Bank, Ltd. November 1995 - April 1997
Skills
Electronic Trading, Trading Systems, Fixed Income, Derivatives, Bonds, Swaps, Credit Derivatives, Financial Markets, Trading, Series 7, Customer Relations, Market Data, Hedge Funds, Customer Service, Middle Office
Education
Drexel University 1991 — 1995
Bachelor's Degree, LeBow College of Business, Finance
Tradeweb Markets LLC May 2001 - Present
J.P. Morgan 1997 - 2001
The Sanwa Bank, Ltd. November 1995 - April 1997
Skills
Electronic Trading, Trading Systems, Fixed Income, Derivatives, Bonds, Swaps, Credit Derivatives, Financial Markets, Trading, Series 7, Customer Relations, Market Data, Hedge Funds, Customer Service, Middle Office
Education
Drexel University 1991 — 1995
Bachelor's Degree, LeBow College of Business, Finance
Robert Bayer's J.P. Morgan Experience July 1993 - January 1998
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2010 - Present
Oppenheimer & Co. February 2010 - August 2010
Merrill Lynch January 1999 - April 2009
TD Securities February 1998 - November 1998
J.P. Morgan July 1993 - January 1998
Education
Drexel University 1988 — 1993
BS, Finance and Accounting
Jefferies & Company July 2010 - Present
Oppenheimer & Co. February 2010 - August 2010
Merrill Lynch January 1999 - April 2009
TD Securities February 1998 - November 1998
J.P. Morgan July 1993 - January 1998
Education
Drexel University 1988 — 1993
BS, Finance and Accounting
John Ciavarelli's J.P. Morgan Experience April 2015 - Present
Job Analyst at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan November 2013 - April 2015
North Star Resource Group January 2013 - October 2013
Education
Drexel University - LeBow College of Business 2009 — 2011
Bachelor of Science (B.S.), Business Administration
United States Military Academy at West Point 2007 — 2009
J.P. Morgan April 2015 - Present
J.P. Morgan November 2013 - April 2015
North Star Resource Group January 2013 - October 2013
Education
Drexel University - LeBow College of Business 2009 — 2011
Bachelor of Science (B.S.), Business Administration
United States Military Academy at West Point 2007 — 2009
Ivan Hsu's J.P. Morgan Experience May 2013 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2013 - Present
Skills
Financial Modeling, Private Equity, Investment Banking, LBO, Valuation, Bloomberg, Capital Markets, Mergers & Acquisitions, Fixed Income, DCF, Corporate Finance, Equities, Equity Valuation, Accretion/dilution, Finance, Due Diligence, M&A experience, Leveraged Finance, Hedge Funds, Financial Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
Duke University
BS
J.P. Morgan May 2013 - Present
Skills
Financial Modeling, Private Equity, Investment Banking, LBO, Valuation, Bloomberg, Capital Markets, Mergers & Acquisitions, Fixed Income, DCF, Corporate Finance, Equities, Equity Valuation, Accretion/dilution, Finance, Due Diligence, M&A experience, Leveraged Finance, Hedge Funds, Financial Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
Duke University
BS
William M. David's J.P. Morgan Experience April 2010 - October 2010
Job Data Integrity Group Associate at BlackRock
Industry Financial Services
Experience
BlackRock May 2011 - Present
J.P. Morgan April 2010 - October 2010
BlackRock March 2008 - September 2008
ACE Group April 2007 - September 2007
Skills
BlackRock Aladdin, SQL, AquaDataStudio, Databases, Microsoft Office, Microsoft Excel, Customer Service, Data Analysis, Project Planning, Project Management
Education
Drexel University 2007 — 2009
Bachelor of Science (BS), Business Administration Concentration in Finance
Montgomery County Community College 2004 — 2006
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
BlackRock May 2011 - Present
J.P. Morgan April 2010 - October 2010
BlackRock March 2008 - September 2008
ACE Group April 2007 - September 2007
Skills
BlackRock Aladdin, SQL, AquaDataStudio, Databases, Microsoft Office, Microsoft Excel, Customer Service, Data Analysis, Project Planning, Project Management
Education
Drexel University 2007 — 2009
Bachelor of Science (BS), Business Administration Concentration in Finance
Montgomery County Community College 2004 — 2006
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Duncan Kirby's J.P. Morgan Experience July 2015 - Present
Job Associate Oil & Gas Investment Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Parker Global Strategies December 2012 - June 2013
Parker Global Strategies December 2011 - December 2012
Parker Global Strategies September 2010 - December 2011
Dale Resources, L.L.C. August 2009 - May 2010
Skills
Alternative Investments, Bloomberg, PowerPoint, Microsoft Excel, Hedge Funds, Financial Analysis, Corporate Finance, PerTrac, Strategy, Capital Markets, Investments, Investment Banking, Valuation, Equities
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Duke University 2005 — 2009
B.A., History, Economics, Markets and Management Studies
St. Andrew's School 2002 — 2005
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Parker Global Strategies December 2012 - June 2013
Parker Global Strategies December 2011 - December 2012
Parker Global Strategies September 2010 - December 2011
Dale Resources, L.L.C. August 2009 - May 2010
Skills
Alternative Investments, Bloomberg, PowerPoint, Microsoft Excel, Hedge Funds, Financial Analysis, Corporate Finance, PerTrac, Strategy, Capital Markets, Investments, Investment Banking, Valuation, Equities
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Duke University 2005 — 2009
B.A., History, Economics, Markets and Management Studies
St. Andrew's School 2002 — 2005
Kyle Talley's J.P. Morgan Experience May 2015 - Present
Job JP Morgan
Industry Banking
Experience
J.P. Morgan May 2015 - Present
PECO Energy February 2013 - April 2015
Exelon April 2010 - February 2013
Exelon August 2009 - April 2010
Exelon April 2007 - August 2009
Skills
Hyperion, Budgeting, Financial Analysis, Analysis, Accounting, Process Improvement, Excel, Financial Reporting, Forecasting, PowerPoint, Word, Account Reconciliation, Microsoft Office, SAP, Sarbanes-Oxley, Business Objects, Essbase, Capital Budgeting, Project Management, System Integration..., Corporate Finance, Strategic Financial..., Variance Analysis, Finance, Financial Modeling, Sarbanes-Oxley Act, Business Analysis, Budgets, Hyperion Enterprise, Cost Accounting, Microsoft Excel, Energy
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Drexel University 1997 — 2002
Business Administration, Accounting and MIS
J.P. Morgan May 2015 - Present
PECO Energy February 2013 - April 2015
Exelon April 2010 - February 2013
Exelon August 2009 - April 2010
Exelon April 2007 - August 2009
Skills
Hyperion, Budgeting, Financial Analysis, Analysis, Accounting, Process Improvement, Excel, Financial Reporting, Forecasting, PowerPoint, Word, Account Reconciliation, Microsoft Office, SAP, Sarbanes-Oxley, Business Objects, Essbase, Capital Budgeting, Project Management, System Integration..., Corporate Finance, Strategic Financial..., Variance Analysis, Finance, Financial Modeling, Sarbanes-Oxley Act, Business Analysis, Budgets, Hyperion Enterprise, Cost Accounting, Microsoft Excel, Energy
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Drexel University 1997 — 2002
Business Administration, Accounting and MIS
Hanh La's J.P. Morgan Experience April 2012 - December 2012
Job Business Development at VoxyPAD Inc
Industry Management Consulting
Experience
VoxyPAD Inc September 2014 - Present
PwC March 2013 - September 2013
J.P. Morgan April 2012 - December 2012
Tanaka Co. May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Market Research, Data Analysis, Financial Analysis, DCF, Technology Start-up, Team Leadership, Strategic Planning, Team Management, Elevator Pitch, SAP
Education
Drexel University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
VoxyPAD Inc September 2014 - Present
PwC March 2013 - September 2013
J.P. Morgan April 2012 - December 2012
Tanaka Co. May 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Market Research, Data Analysis, Financial Analysis, DCF, Technology Start-up, Team Leadership, Strategic Planning, Team Management, Elevator Pitch, SAP
Education
Drexel University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Ali Curtis's J.P. Morgan Experience 2004 - 2007
Job Senior Director, Player Relations & Competition at Major League Soccer
Industry Sports
Experience
Major League Soccer July 2007 - Present
J.P. Morgan 2004 - 2007
FC Dallas September 2003 - May 2004
D.C. United January 2002 - August 2003
Tampa Bay Mutiny (Major League Soccer) 2001 - 2002
Education
Duke University 1997 — 2001
(1) Political Science (2) Sociology (3) Markets & Mgmt (minor)
Major League Soccer July 2007 - Present
J.P. Morgan 2004 - 2007
FC Dallas September 2003 - May 2004
D.C. United January 2002 - August 2003
Tampa Bay Mutiny (Major League Soccer) 2001 - 2002
Education
Duke University 1997 — 2001
(1) Political Science (2) Sociology (3) Markets & Mgmt (minor)
Alexander Baran's J.P. Morgan Experience September 2012 - May 2013
Job Portfolio Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Wells Fargo July 2014 - April 2015
J.P. Morgan September 2012 - May 2013
BlackRock September 2011 - March 2012
BNP Paribas September 2010 - March 2011
Skills
Bloomberg Terminal, Economics, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Office, FactSet, BlackRock Aladdin, DTC, SIS, Customer Service, Leadership, Strategy
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science in Business Administration, Majors: Finance and Economics; Minor: Philosophy, 3.95
Wells Fargo May 2015 - Present
Wells Fargo July 2014 - April 2015
J.P. Morgan September 2012 - May 2013
BlackRock September 2011 - March 2012
BNP Paribas September 2010 - March 2011
Skills
Bloomberg Terminal, Economics, Bloomberg, Financial Analysis, Financial Modeling, Microsoft Office, FactSet, BlackRock Aladdin, DTC, SIS, Customer Service, Leadership, Strategy
Education
Drexel University - College of Business and Administration 2009 — 2014
Bachelor of Science in Business Administration, Majors: Finance and Economics; Minor: Philosophy, 3.95
Robert Madak's J.P. Morgan Experience May 2013 - Present
Job .
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Drexel University's LeBow College of Business September 2008 - June 2012
Goldman Sachs March 2011 - September 2011
William Penn Foundation September 2010 - March 2011
Ritz Camera and Image September 2008 - August 2010
Drexel University June 2009 - September 2009
Skills
Photoshop, Research, Leadership, Statistics, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Stata, Data Analysis, Access, Financial Analysis, Bloomberg Terminal, Public Speaking, Event Planning, Outlook, Market Research, Economics, Bloomberg
Education
Drexel University - College of Business and Administration 2008 — 2012
Bachelors of Science in Business Administration, Concentrations in Finance & International Business
J.P. Morgan May 2013 - Present
Drexel University's LeBow College of Business September 2008 - June 2012
Goldman Sachs March 2011 - September 2011
William Penn Foundation September 2010 - March 2011
Ritz Camera and Image September 2008 - August 2010
Drexel University June 2009 - September 2009
Skills
Photoshop, Research, Leadership, Statistics, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Investments, Stata, Data Analysis, Access, Financial Analysis, Bloomberg Terminal, Public Speaking, Event Planning, Outlook, Market Research, Economics, Bloomberg
Education
Drexel University - College of Business and Administration 2008 — 2012
Bachelors of Science in Business Administration, Concentrations in Finance & International Business
Xi Wu's J.P. Morgan Experience 2010 - 2010
Job Derivatives Trader at Optiver
Industry Financial Services
Experience
Optiver August 2012 - Present
Credit Suisse June 2011 - August 2011
J.P. Morgan 2010 - 2010
Skills
Derivatives, Bloomberg, Options, Commodity, Risk Management, Ethics, Trading, Hedge Funds, Proprietary Trading, Volatility, Valuation, Equity Derivatives
Education
Duke University 2008 — 2012
B.S., Biomedical Engineering, Electrical Computer Engineering, Economics
Optiver August 2012 - Present
Credit Suisse June 2011 - August 2011
J.P. Morgan 2010 - 2010
Skills
Derivatives, Bloomberg, Options, Commodity, Risk Management, Ethics, Trading, Hedge Funds, Proprietary Trading, Volatility, Valuation, Equity Derivatives
Education
Duke University 2008 — 2012
B.S., Biomedical Engineering, Electrical Computer Engineering, Economics
Matthew Wukitsch's J.P. Morgan Experience September 2010 - July 2013
Job Registered Client Service Associate
Industry Investment Management
Experience
Oppenheimer & Co. Inc. October 2013 - Present
J.P. Morgan September 2010 - July 2013
Skills
Investments
Education
Drexel University 2005 — 2010
BS/BA, Finance/Economics
Oppenheimer & Co. Inc. October 2013 - Present
J.P. Morgan September 2010 - July 2013
Skills
Investments
Education
Drexel University 2005 — 2010
BS/BA, Finance/Economics
Philip Cavatoni's J.P. Morgan Experience 1991 - 2009
Job Chief Financial & Strategy Officer at Alpha Natural Resources
Industry Mining & Metals
Experience
Alpha Natural Resources February 2009 - Present
J.P. Morgan 1991 - 2009
Sony Music Entertainment 1986 - 1989
Skills
Mergers & Acquisitions, Acquisition Integration, Executive Management, Due Diligence, Strategy, Business Strategy, Strategic Planning, Corporate Finance, Financial Modeling, Change Management, Private Equity, Joint Ventures, Business Planning, Management, Risk Management
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance, General
Drexel University 1982 — 1986
Bachelor of Science (BS), Commerce & Engineering
Alpha Natural Resources February 2009 - Present
J.P. Morgan 1991 - 2009
Sony Music Entertainment 1986 - 1989
Skills
Mergers & Acquisitions, Acquisition Integration, Executive Management, Due Diligence, Strategy, Business Strategy, Strategic Planning, Corporate Finance, Financial Modeling, Change Management, Private Equity, Joint Ventures, Business Planning, Management, Risk Management
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance, General
Drexel University 1982 — 1986
Bachelor of Science (BS), Commerce & Engineering
Aimee Herring's J.P. Morgan Experience June 1989 - May 1992
Job ER doc
Industry Health, Wellness and Fitness
Experience
Emergency Medicine Group September 2011 - Present
J.P. Morgan June 1989 - May 1992
Skills
Clinical Research, Healthcare, Board Certified, Pediatrics, Public Health, Hospitals, Internal Medicine, Healthcare Management, Family Medicine
Education
Johns Hopkins School of Medicine 2001 — 2005
MD, MD
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA
Duke University 1985 — 1989
BA, biology
Emergency Medicine Group September 2011 - Present
J.P. Morgan June 1989 - May 1992
Skills
Clinical Research, Healthcare, Board Certified, Pediatrics, Public Health, Hospitals, Internal Medicine, Healthcare Management, Family Medicine
Education
Johns Hopkins School of Medicine 2001 — 2005
MD, MD
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA
Duke University 1985 — 1989
BA, biology
Michael Nevin's J.P. Morgan Experience March 2009 - January 2012
Job Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2012 - Present
J.P. Morgan March 2009 - January 2012
Education
Drexel University 2002 — 2007
Bachelor of Science in BUsiness Administration, Economics, Finance
JPMorgan Chase January 2012 - Present
J.P. Morgan March 2009 - January 2012
Education
Drexel University 2002 — 2007
Bachelor of Science in BUsiness Administration, Economics, Finance
Karthik Ravichander's J.P. Morgan Experience April 2011 - September 2011
Job Business Development Executive
Industry Financial Services
Experience
Axletree Solutions, Inc. 2014 - Present
J.P. Morgan April 2011 - September 2011
Delaware Investments, a member of the Macquarie Group June 2010 - September 2010
Drexel University November 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Access, PowerPoint, Microsoft Word, Visio, Budget Management, Financial Forecasting, Business Process..., Negotiation, Risk Management, SQL, VBA, Project Management
Education
Drexel University 2008 — 2013
Bachelor of Science
Bishop Cotton Boys' School
Axletree Solutions, Inc. 2014 - Present
J.P. Morgan April 2011 - September 2011
Delaware Investments, a member of the Macquarie Group June 2010 - September 2010
Drexel University November 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Access, PowerPoint, Microsoft Word, Visio, Budget Management, Financial Forecasting, Business Process..., Negotiation, Risk Management, SQL, VBA, Project Management
Education
Drexel University 2008 — 2013
Bachelor of Science
Bishop Cotton Boys' School
Timothy Tomalavage's J.P. Morgan Experience June 2011 - March 2014
Job Portfolio Management Analyst at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. March 2014 - Present
J.P. Morgan June 2011 - March 2014
ACE USA January 2011 - June 2011
Mufson Howe Hunter & Company September 2008 - February 2009
ACE Group September 2007 - March 2008
Skills
Valuation, Due Diligence, Investments, Software Documentation, Finance, Financial Modeling, Bloomberg, Portfolio Management, Investment Banking, Accounting, Account Reconciliation, Trading
Education
Drexel University - College of Business and Administration 2005 — 2010
Bachelor of Science (B.S.), Finance
Hirtle, Callaghan & Co. March 2014 - Present
J.P. Morgan June 2011 - March 2014
ACE USA January 2011 - June 2011
Mufson Howe Hunter & Company September 2008 - February 2009
ACE Group September 2007 - March 2008
Skills
Valuation, Due Diligence, Investments, Software Documentation, Finance, Financial Modeling, Bloomberg, Portfolio Management, Investment Banking, Accounting, Account Reconciliation, Trading
Education
Drexel University - College of Business and Administration 2005 — 2010
Bachelor of Science (B.S.), Finance
Daniel Perlman's J.P. Morgan Experience July 1998 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 1998 - Present
Skills
Fixed Income, Hedge Funds, Derivatives, Capital Markets, Equities, Options, Bloomberg, Equity Derivatives, Alternative Investments, Interest Rate..., Financial Markets, Electronic Trading, Bonds, FX Options, Investment Banking
Education
The University of Chicago 1996 — 1998
MBA, Finance
Duke University 1987 — 1991
B.A., Economics
Lower merion
Lower merion
Lower merion
J.P. Morgan July 1998 - Present
Skills
Fixed Income, Hedge Funds, Derivatives, Capital Markets, Equities, Options, Bloomberg, Equity Derivatives, Alternative Investments, Interest Rate..., Financial Markets, Electronic Trading, Bonds, FX Options, Investment Banking
Education
The University of Chicago 1996 — 1998
MBA, Finance
Duke University 1987 — 1991
B.A., Economics
Lower merion
Lower merion
Lower merion
Robert Lake's J.P. Morgan Experience October 2008 - June 2014
Job Asst. VP at Citi
Industry Banking
Experience
Citi May 2015 - Present
The Vanguard Group via Randstad June 2014 - May 2015
J.P. Morgan October 2008 - June 2014
Skills
Bloomberg, Equities, Derivatives, Capital Markets, Mutual Funds, Financial Modeling, Hedge Funds, Valuation, Business Analysis, Customer Service, Analysis, Finance, Financial Analysis, Financial Services, Microsoft Office
Education
Drexel University - College of Business and Administration 2004 — 2008
BS, Finance
Citi May 2015 - Present
The Vanguard Group via Randstad June 2014 - May 2015
J.P. Morgan October 2008 - June 2014
Skills
Bloomberg, Equities, Derivatives, Capital Markets, Mutual Funds, Financial Modeling, Hedge Funds, Valuation, Business Analysis, Customer Service, Analysis, Finance, Financial Analysis, Financial Services, Microsoft Office
Education
Drexel University - College of Business and Administration 2004 — 2008
BS, Finance
Akeem Franklyn's J.P. Morgan Experience April 2008 - June 2011
Job Scrum Master at SEI
Industry Financial Services
Experience
SEI March 2015 - Present
SEI July 2011 - February 2015
J.P. Morgan April 2008 - June 2011
Philadelphia Housing Authority 2004 - 2008
Skills
Business Analysis, SDLC, Data Analysis, Asset Management, Process Improvement, Risk Management, Team Leadership, Requirements Analysis, SQL, Agile & Waterfall..., Agile Methodologies, Agile Testing
Education
Drexel University - College of Business and Administration 2002 — 2007
Bachelor of Science, Management Information Systems
SEI March 2015 - Present
SEI July 2011 - February 2015
J.P. Morgan April 2008 - June 2011
Philadelphia Housing Authority 2004 - 2008
Skills
Business Analysis, SDLC, Data Analysis, Asset Management, Process Improvement, Risk Management, Team Leadership, Requirements Analysis, SQL, Agile & Waterfall..., Agile Methodologies, Agile Testing
Education
Drexel University - College of Business and Administration 2002 — 2007
Bachelor of Science, Management Information Systems
Sandeep Singal's J.P. Morgan Experience 1994 - 1997
Job Risk Consultant at Citi
Industry Financial Services
Experience
Citi 2015 - Present
Bank of America Merrill Lynch 2009 - 2014
Invista Asset Management 2002 - 2009
Principal Global Investors 2000 - 2002
UBS O'Connor 1999 - 2000
Driehaus Capital Management LLC 1999 - 1999
Lehman Brothers 1997 - 1999
J.P. Morgan 1994 - 1997
KPMG 1992 - 1994
Price Waterhouse Management Consultants 1989 - 1992
Skills
Investments, Alternative Investments, Trading, Risk Management, Hedge Funds, Portfolio Management, Asset Management, Research, Financial Modeling, Capital Markets, Equities, Derivatives, Equity Derivatives, Financial Analysis, Valuation, Market Risk, Financial Risk, Financial Regulation
Education
Drexel University 1987 — 1992
MBA, Investment Management
Rutgers University-New Brunswick 1983 — 1987
BS, Electrical and Computer Engineering
Citi 2015 - Present
Bank of America Merrill Lynch 2009 - 2014
Invista Asset Management 2002 - 2009
Principal Global Investors 2000 - 2002
UBS O'Connor 1999 - 2000
Driehaus Capital Management LLC 1999 - 1999
Lehman Brothers 1997 - 1999
J.P. Morgan 1994 - 1997
KPMG 1992 - 1994
Price Waterhouse Management Consultants 1989 - 1992
Skills
Investments, Alternative Investments, Trading, Risk Management, Hedge Funds, Portfolio Management, Asset Management, Research, Financial Modeling, Capital Markets, Equities, Derivatives, Equity Derivatives, Financial Analysis, Valuation, Market Risk, Financial Risk, Financial Regulation
Education
Drexel University 1987 — 1992
MBA, Investment Management
Rutgers University-New Brunswick 1983 — 1987
BS, Electrical and Computer Engineering
Rakita Thornton's J.P. Morgan Experience August 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
J.P. Morgan July 2011 - August 2013
J.P. Morgan June 2010 - August 2010
J.P. Morgan April 2009 - September 2009
The Children's Hospital of Philadelphia April 2008 - September 2008
Skills
Financial Analysis, Financial Reporting, Accounting, Essbase, Marketing, Microsoft Office, Regulatory Submissions, Liquidity, Financial Modeling, Photoshop, LP, Bloomberg, Liquidity Analysis, Financial Planning, Microsoft Excel, Finance, Microsoft Word, Management, Data Analysis, Analysis, Leadership
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Foundation for International Education 2009 — 2009
J.P. Morgan August 2013 - Present
J.P. Morgan July 2011 - August 2013
J.P. Morgan June 2010 - August 2010
J.P. Morgan April 2009 - September 2009
The Children's Hospital of Philadelphia April 2008 - September 2008
Skills
Financial Analysis, Financial Reporting, Accounting, Essbase, Marketing, Microsoft Office, Regulatory Submissions, Liquidity, Financial Modeling, Photoshop, LP, Bloomberg, Liquidity Analysis, Financial Planning, Microsoft Excel, Finance, Microsoft Word, Management, Data Analysis, Analysis, Leadership
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Foundation for International Education 2009 — 2009
Rhonda Fraction's J.P. Morgan Experience 2003 - 2006
Job Sr. Vice President Bank of America
Industry Banking
Experience
Bank of America 2011 - Present
Bank of America 2007 - 2011
J.P. Morgan 2003 - 2006
Citi 1999 - 2003
First Union National Bank/Wells Fargo 1997 - 1999
Skills
Banking, Credit, Loans, Retail Banking, Relationship Management, Portfolio Management, Risk Management, Mortgage Lending, Financial Services, Leadership, Financial Analysis, Sales Management, Credit Cards, Management, Commercial Banking, Investments, Sales, Sales Process
Education
Drexel University - College of Business and Administration 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Towson University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Bank of America 2011 - Present
Bank of America 2007 - 2011
J.P. Morgan 2003 - 2006
Citi 1999 - 2003
First Union National Bank/Wells Fargo 1997 - 1999
Skills
Banking, Credit, Loans, Retail Banking, Relationship Management, Portfolio Management, Risk Management, Mortgage Lending, Financial Services, Leadership, Financial Analysis, Sales Management, Credit Cards, Management, Commercial Banking, Investments, Sales, Sales Process
Education
Drexel University - College of Business and Administration 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Towson University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Kamilla Gubaydullina's J.P. Morgan Experience July 2014 - Present
Job PMO at BNP Paribas
Industry Financial Services
Experience
BNP Paribas Corporate and Institutional Banking September 2015 - Present
J.P. Morgan July 2014 - Present
JPMorgan Chase July 2012 - Present
J.P. Morgan March 2011 - December 2011
Licensing Services International INC May 2008 - August 2010
Loretcor Investments July 2005 - May 2006
Skills
Microsoft Office, Excel, PowerPoint, Word, Access, Microsoft Excel, Visio, MS Project, Cognos, Business Objects, Agile & Waterfall..., Microsoft Word, Finance, Project Management, Financial Analysis, Analysis
Education
Drexel University 2009 — 2012
Bachelor of Science in Business Administration, Finance, Senior
Montgomery County Community College 2007 — 2010
Associate of Science, Business Administration; International Business Administration
Tashkent State Economic University Tashkent
Bachelor of Science, Business Administration; International Economic Relations
BNP Paribas Corporate and Institutional Banking September 2015 - Present
J.P. Morgan July 2014 - Present
JPMorgan Chase July 2012 - Present
J.P. Morgan March 2011 - December 2011
Licensing Services International INC May 2008 - August 2010
Loretcor Investments July 2005 - May 2006
Skills
Microsoft Office, Excel, PowerPoint, Word, Access, Microsoft Excel, Visio, MS Project, Cognos, Business Objects, Agile & Waterfall..., Microsoft Word, Finance, Project Management, Financial Analysis, Analysis
Education
Drexel University 2009 — 2012
Bachelor of Science in Business Administration, Finance, Senior
Montgomery County Community College 2007 — 2010
Associate of Science, Business Administration; International Business Administration
Tashkent State Economic University Tashkent
Bachelor of Science, Business Administration; International Economic Relations
Bruce Shelton's J.P. Morgan Experience 1996 - 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Salesforce.com 2012 - 2013
VMware 2009 - 2012
IBM 2005 - 2008
JumpCut September 2004 - June 2005
The Home Depot 2004 - 2004
American Express 1998 - 2003
American Express 1997 - 1997
J.P. Morgan 1996 - 1996
Chase 1995 - 1995
Chase 1994 - 1994
Skills
VMware, Direct Sales, Direct Marketing, Tivoli, Corporate Finance, New Business Development, Internal Audit, Market Research, Banking, ITIL, Non-profits, Community Service, American Express, Salesforce.com
Education
Stanford University Graduate School of Business 2003 — 2005
MBA, General Management, Entrepreneurship
Duke University 1994 — 1998
Bachelor of Science (BS), Biology, Chemistry, History
University of KwaZulu-Natal 1997 — 1997
Bachelor of Science (BS)
Wyoming Seminary 1990 — 1994
Diploma
Salesforce.com 2012 - 2013
VMware 2009 - 2012
IBM 2005 - 2008
JumpCut September 2004 - June 2005
The Home Depot 2004 - 2004
American Express 1998 - 2003
American Express 1997 - 1997
J.P. Morgan 1996 - 1996
Chase 1995 - 1995
Chase 1994 - 1994
Skills
VMware, Direct Sales, Direct Marketing, Tivoli, Corporate Finance, New Business Development, Internal Audit, Market Research, Banking, ITIL, Non-profits, Community Service, American Express, Salesforce.com
Education
Stanford University Graduate School of Business 2003 — 2005
MBA, General Management, Entrepreneurship
Duke University 1994 — 1998
Bachelor of Science (BS), Biology, Chemistry, History
University of KwaZulu-Natal 1997 — 1997
Bachelor of Science (BS)
Wyoming Seminary 1990 — 1994
Diploma
Brandon Garcilazo's J.P. Morgan Experience June 2007 - June 2009
Job VP Strategy & Planning, Swiss Watch International
Industry Luxury Goods & Jewelry
Experience
Swiss Watch International June 2015 - Present
McKinsey & Company September 2013 - May 2015
Swiss Watch International 2015 - 2015
Stanford Graduate School of Business August 2011 - June 2013
Local Motion June 2012 - September 2012
H.I.G. Capital June 2009 - June 2011
J.P. Morgan June 2007 - June 2009
Boston Scientific June 2006 - August 2006
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Investment Banking, Due Diligence, LBO, Corporate Finance, Financial Analysis, Equities, Entrepreneurship, Investments, Mergers, Business Strategy, Corporate Development, Economics, Capital Markets, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Duke University 2003 — 2007
Bachelor of Science, Electrical and Computer Engineering
Charles W. Flanagan High School 1999 — 2003
HS Diploma
Swiss Watch International June 2015 - Present
McKinsey & Company September 2013 - May 2015
Swiss Watch International 2015 - 2015
Stanford Graduate School of Business August 2011 - June 2013
Local Motion June 2012 - September 2012
H.I.G. Capital June 2009 - June 2011
J.P. Morgan June 2007 - June 2009
Boston Scientific June 2006 - August 2006
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Investment Banking, Due Diligence, LBO, Corporate Finance, Financial Analysis, Equities, Entrepreneurship, Investments, Mergers, Business Strategy, Corporate Development, Economics, Capital Markets, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Duke University 2003 — 2007
Bachelor of Science, Electrical and Computer Engineering
Charles W. Flanagan High School 1999 — 2003
HS Diploma
Aditya Palepu's J.P. Morgan Experience June 2012 - August 2012
Job Algorithmic Trader/Researcher at DRW Trading Group
Industry Financial Services
Experience
DRW Trading Group July 2013 - Present
J.P. Morgan June 2012 - August 2012
Microsoft May 2011 - August 2011
Skills
Java, C#, Bloomberg, Matlab, Microsoft Office
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Electrical and Computer Engineering, Computer Science
Thomas Jefferson High School for Science and Technology 2006 — 2009
DRW Trading Group July 2013 - Present
J.P. Morgan June 2012 - August 2012
Microsoft May 2011 - August 2011
Skills
Java, C#, Bloomberg, Matlab, Microsoft Office
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Electrical and Computer Engineering, Computer Science
Thomas Jefferson High School for Science and Technology 2006 — 2009
Lara Jones-Perrins's J.P. Morgan Experience January 1996 - July 2012
Job Seeking a new position in Fiduciary Management in the Philadelphia, PA area.
Industry Financial Services
Experience
Cozen O'Connor June 2013 - February 2015
J.P. Morgan January 1996 - July 2012
Wolf Block September 1992 - January 1996
Skills
High Net Worth..., Income Tax, Private Banking, Estate Planning, Wealth Management, Tax Preparation, Asset Managment, Investments, Tax, Trust Management, Strategic Financial..., Corporate Tax, Tax Accounting, Financial Services, Trust Services, Fiduciary Management, Estate Tax Planning, State Tax Planning, Personal Tax Planning, Accounting, Wealth Management..., Financial Planners, Wealth, Trusts
Education
Drexel University - College of Business and Administration 1987 — 1992
Cozen O'Connor June 2013 - February 2015
J.P. Morgan January 1996 - July 2012
Wolf Block September 1992 - January 1996
Skills
High Net Worth..., Income Tax, Private Banking, Estate Planning, Wealth Management, Tax Preparation, Asset Managment, Investments, Tax, Trust Management, Strategic Financial..., Corporate Tax, Tax Accounting, Financial Services, Trust Services, Fiduciary Management, Estate Tax Planning, State Tax Planning, Personal Tax Planning, Accounting, Wealth Management..., Financial Planners, Wealth, Trusts
Education
Drexel University - College of Business and Administration 1987 — 1992
Meredith McGinley's J.P. Morgan Experience August 1998 - Present
Job
Industry Banking
Experience
J.P. Morgan August 1998 - Present
Skills
Microsoft Office, Sales, Photoshop
Education
Drexel University 2010 — 2011
Drexel University
Bachelor's degree, Business Administration and Management, General
J.P. Morgan August 1998 - Present
Skills
Microsoft Office, Sales, Photoshop
Education
Drexel University 2010 — 2011
Drexel University
Bachelor's degree, Business Administration and Management, General
Destina Mantar's J.P. Morgan Experience May 2012 - August 2012
Job Securities Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Goldman Sachs June 2013 - August 2013
J.P. Morgan May 2012 - August 2012
Education
Duke University 2011 — 2015
Engineer's Degree, Electrical and Computer Engineering, Mathematics (B.S.), Minor in Finance
Goldman Sachs June 2014 - Present
Goldman Sachs June 2013 - August 2013
J.P. Morgan May 2012 - August 2012
Education
Duke University 2011 — 2015
Engineer's Degree, Electrical and Computer Engineering, Mathematics (B.S.), Minor in Finance
Bridget McVerry's J.P. Morgan Experience 1995 - 1999
Job Partner at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman 2007 - Present
Oliver Wyman 2005 - 2007
Mercer Management Consulting 2002 - 2005
J.P. Morgan 1995 - 1999
Skills
Strategy Consulting, Operations Consulting, Business Transformation, Business Process Design, Business Process..., Organizational Design, Organizational..., Change Management, Customer Experience, Channel Strategy, Sales Force..., Sales Process
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Master of Business Administration (MBA), Strategy and Organization
Duke University 1991 — 1995
Bachelor of Science (BS), Mathematics
Oliver Wyman 2007 - Present
Oliver Wyman 2005 - 2007
Mercer Management Consulting 2002 - 2005
J.P. Morgan 1995 - 1999
Skills
Strategy Consulting, Operations Consulting, Business Transformation, Business Process Design, Business Process..., Organizational Design, Organizational..., Change Management, Customer Experience, Channel Strategy, Sales Force..., Sales Process
Education
Northwestern University - Kellogg School of Management 1999 — 2001
Master of Business Administration (MBA), Strategy and Organization
Duke University 1991 — 1995
Bachelor of Science (BS), Mathematics
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.