J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
J.P. Morgan July 2012 - Present
Goizueta Investment Management Group August 2011 - May 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Verity Investments June 2009 - August 2009
Morgan Creek Capital Management June 2008 - August 2008
Skills
Hedge Funds, Valuation, Financial Modeling, High Yield, Equities, Portfolio Management, Bloomberg, Alternative Investments, Fixed Income, Investments, Equity Valuation, Capital Markets, Equity Research, Financial Analysis, Asset Managment, Corporate Finance, Series 63, Series 7, Economics, Investment Banking, Asset Management
Education
Emory University - Goizueta Business School 2010 — 2012
BBA, Finance & Real Estate
Emory University 2008 — 2012
Bachelor of Business Administration (BBA), Finance & Real Estate
Arizona State University July 2014 - Present
Turtle Entertainment GmbH September 2013 - March 2014
Turtle Entertainment GmbH September 2012 - September 2013
J.P. Morgan June 2011 - August 2011
Sabino Creek Software Inc. July 2007 - July 2008
Skills
PHP, SQL, C#, JavaScript, CSS3, SASS, Project Management, Software Project..., SDLC, Photoshop, Pivotal Tracker, CSS, Web Development, Web Applications, Software Development, Git, Drupal, HTML, Databases, XML, Web Design, Programming
Education
Edinburgh Napier University 2011 — 2012
Master of Science (MSc), Computing
Arizona State University 2004 — 2009
Bachelor of Science (BSc), Computer and Information Sciences, General
Truven Health Analytics March 2015 - Present
Truven Health Analytics June 2009 - February 2015
J.P. Morgan October 2006 - June 2009
JPMorgan Chase January 2006 - October 2006
Skills
Data Analysis, Access, Financial Analysis, Datastage, Microsoft Excel, Data Management, Analytic Reporting, Excel, Dataprobe, CodeWright, Data Mining, SQL, Microsoft Office, Problem Solving, Data Import/export, Data Warehousing, ETL, Business Analysis, Data Modeling, Databases, Business Intelligence, Project Management, Business Valuation, Derivatives, Risk Analysis, International Trade, Database Design, Vendor Management, Healthcare Information..., Analysis, Healthcare Analytics, OLAP, Analytics, Management, Program Management, Requirements Analysis
Education
Eastern Michigan University 2007 — 2010
Master of Business Administration (M.B.A.), Finance
University of Michigan 1999 — 2003
Bachelor of Arts (B.A.), Economics
Alvarez & Marsal July 2015 - Present
Atlantic Growth Partners May 2015 - July 2015
BeeWhiz September 2014 - May 2015
Accenture April 2011 - May 2015
J.P. Morgan June 2014 - August 2014
Parfums Christian Dior April 2008 - March 2011
Oliver Wyman September 2006 - March 2008
Tohoku University April 2005 - August 2005
Ecole d'application de l'arme blindée cavalerie 2003 - 2004
Skills
Strategy, Product Development, Forecasting, Team Management, Analysis, Logistics, Training, Management Consulting, Project Management, Change Management, Business Strategy, International Project..., French, Business Transformation, Management, SAP, Business Process..., Project Planning, ERP, Consulting, Leadership, Financial Modeling
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Ecole polytechnique 2003 — 2008
Master's degree, Physics, fluid mechanics, chemistry, app. maths
Ecole nationale supérieure des Mines de Paris 2006 — 2007
Master of Science (M.S.), Innovation
Lycée Privé Sainte Geneviève 2000 — 2003
Bachelor's degree, Filière PC
Apex Systems April 2015 - Present
Program Coordination, Project Management Leadership in the Dallas/Fort Worth Area 2014 - Present
J.P. Morgan January 2015 - April 2015
Dallas Market Journal April 2013 - December 2014
Ericsson June 2010 - February 2013
Amerisoft, Inc. July 2006 - October 2009
Accor June 1999 - June 2006
Accor February 1998 - May 1999
Skills
Quality Assurance, Telecommunications, Program Management, Windows XP, Windows 7, Testing, Training, Unix, Windows Vista, Integration, Microsoft SQL Server, Visual Basic, HTML, phpMyAdmin, dotProject, Wireless, Messaging, Text Messaging, PMP, Project Delivery, Short Codes, Putty, Software Documentation, MCTS, Administrating..., Internal, Ericsson IPX,..., Information Technology..., Proficient in MS Office..., SQL Server 2008, Vista, My SQL, NSIS (Nullsoft..., Vision, Strategy &..., Oral, Written &..., Customer Service &..., Thrives in..., Process Review,..., Project Management,..., Compliance & Testing, SDLC, ITIL, Project Management, SMS, Mobile Devices, CRM, Microsoft Word, Program Development, Program Evaluation, Program Facilitation, Program Coordination, Project Coordination
Education
Computer Learning Center 1995 — 1997
Certificate, Computer and Information Sciences
Eastfield College 1982 — 1989
Associate of Arts and Sciences (A.A.S.), General Studies and Science
J.P. Morgan August 2015 - Present
Dobbs University Center @ Emory University September 2013 - Present
J.P. Morgan June 2015 - July 2015
The Travelers Companies, Inc. June 2014 - August 2014
Soletron, LLC. January 2013 - May 2014
Emory University Office for Annual Giving September 2012 - May 2013
Trinity Day Camp June 2012 - August 2012
Education
Emory University - Goizueta Business School 2014 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Emory University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Ethical Culture Fieldston School 2008 — 2012
High School
J.P. Morgan December 2014 - Present
LA's Auto Insurance July 2013 - November 2014
LA's Auto Insurance July 2013 - November 2014
LA's Auto Insurance July 2012 - July 2013
Peace Over Violence July 2009 - June 2012
Skills
Case Management, Community Outreach, Nonprofits, Crisis Intervention, Social Services, Mental Health, Fundraising, Volunteer Management, Public Speaking, Microsoft Office, Higher Education, Customer Service, Leadership
Education
University of California, Los Angeles 2010 — 2013
Bachelor's degree, Ethnic, Cultural Minority, Gender, and Group Studies
East Los Angeles College 2005 — 2010
Associate of Arts (A.A.), Social Sciences
UC Berkeley August 2014 - Present
Imperial College London October 2013 - August 2014
J.P. Morgan April 2013 - October 2013
DEA El-Karoui / Ecole Polytechnique September 2012 - September 2013
ABC arbitrage Asset Management April 2012 - August 2012
Duo-Conseil X-HEC June 2010 - March 2012
Skills
Machine Learning, Time Series Analysis, Python, C++, Scala, Apache Spark, Applied Mathematics, Data Analysis, Probability Theory, Java, R, C#, Matlab, KDB+, SQL, Self-exciting Point..., Monte Carlo Simulation, Stochastic Calculus, LaTeX, VAR, Option Pricing Models, Statistics
Education
Ecole polytechnique 2009 — 2012
Master of Science (M.S.), Financial Mathematics
Lycée Privé Sainte-Geneviève 2006 — 2009
Classe préparatoire, MPSI-MP*
J.P. Morgan June 2014 - August 2014
FTI Consulting September 2013 - December 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Access, Salesforce.com, Data Analysis, Project Management
Education
The George Washington University - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and International Business
East China Normal University 2013 — 2013
Study Abroad with CIEE Chinese Business, Language and Culture
Kauai High School 2007 — 2011
Summa Cum Laude
Maxim Partners, LLC August 2013 - Present
DTM Investments LLC March 2013 - Present
Azmark Aero Systems January 2013 - March 2013
Chase Capital Corporation October 2006 - December 2012
J.P. Morgan September 1987 - December 2012
Skills
Equity Investing, Mezzanine Lender, Sales, Interim CEO, Board of Director..., Aerospace Manufacturing, Derivatives, Board of Directors, Capital Markets, Equities, Alternative Investments, Business Strategy, Private Equity, Due Diligence, Corporate Finance, Turn Around Management, Business Development, Strategy Execution
Education
Wayne State University 1990 — 1991
Master of Business Administration (M.B.A.), Finance, General
Eastern Michigan University 1984 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General
The Wharton School August 2014 - Present
IFC - International Finance Corporation March 2012 - May 2014
IFC - International Finance Corporation September 2010 - February 2012
J.P. Morgan July 2008 - June 2010
J.P. Morgan July 2007 - June 2008
Morgan Stanley May 2006 - August 2006
All Star Directories May 2005 - August 2005
Skills
Investments, Emerging Markets, Spanish, French, Financial Modeling, Latin America, English, Venture Capital, Valuation, Investment Banking, International Business..., Mergers & Acquisitions, Debt Restructuring, Project Finance, Business Development
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Marketing and Operations Management
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Economics, Finance, Minor French, Magna Cum Laude, Joseph Wharton Scholar
Ecole de Management de Lyon 2005 — 2005
International Business, Study Abroad, Full Immersion Program
J.P. Morgan Asset Management August 2015 - Present
J.P. Morgan May 2013 - July 2015
Skills
Analysis, Microsoft Office, PowerPoint, Vendor Management, Microsoft Excel, Research, Financial Accounting, Statistics, Accounting, Finance, Financial Analysis, Access, Options
Education
Eastern Illinois University 2009 — 2013
Bachelor's degree, Finance
Wyndham Worldwide June 2014 - Present
University of Michigan Health System September 2013 - January 2014
Dr Pepper Snapple Group June 2012 - December 2012
J.P. Morgan December 2011 - May 2012
Skills
Access, Microsoft Excel, Microsoft Office, Management, Business Analysis, Windows 7, Windows, Troubleshooting, Time Management, Analysis, Process Improvement, Financial Analysis, Finance
Education
Eastern Michigan University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Washtenaw Community College 2007 — 2011
Computer Systems Networking and Telecommunications
MD Helicopters, Inc. September 2014 - Present
US Airways November 2007 - September 2014
US Airways March 2006 - November 2007
J.P. Morgan September 2003 - January 2006
Skills
Helicopters, Commercial Pilot, CFI, Aviation, Airlines, Flights, Aircraft, Airports, Sabre, Flight Safety, Aircraft Maintenance, Flight Planning, Operations Management, Aerospace, Airworthiness, PowerPlant, Aircraft Systems, Avionics, Line Maintenance, Charter, Aeronautics, General Aviation, Airline Management, Airport Management, Overhaul, Piloting, Maintenance & Repair, Commercial Aviation, Military Aviation, Flight Test, IATA, Human Factors, Civil Aviation, Aviation Security, Air Force, Aerodynamics, Air Traffic Control, Airframe, Airline Reservations, Amadeus, Business Aviation, Composites, Flight Simulation, Ground Handling, Military, Planned Preventative..., Private Pilot, Safety Management..., Ticketing, UAV
Education
Embry Riddle Aeronautical University-Worldwide 2007 — 2012
BS, Professional Aeronautics, 3.86
Quantum Helicopters 2007 — 2008
Commercial License
Central Bank 2014 - Present
J.P. Morgan 2013 - 2014
J.P. Morgan 2004 - 2013
Fifth Third Bank 1993 - 2004
Bank One 1986 - 1993
Skills
Private Banking, Commercial Banking, Financial Services, Credit, Wealth Management, Loans, Banking, Credit Analysis, Investments, Asset Management
Education
Eastern Kentucky University - MBA
Master of Business Administration (MBA), Finance, General
Eastern Kentucky University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Allrestore Contracting October 2012 - Present
J.P. Morgan August 2011 - April 2012
Alliance Data October 2010 - August 2011
Education
Eastland-Fairfield Career and Technical Schools 2008 — 2010
Finacial Services
Reynoldsburg High School 2006 — 2010
General Education
McQueen Financial Advisors, Inc. August 2007 - Present
Fifth Third Bank 2006 - 2007
J.P. Morgan 1983 - 2006
Skills
Asset liability..., Interest Rate Risk..., Core Deposit Studies, Liquidity Risk..., Policy Writing, Investment Advisory, Strategic Consulting, Mortgage Servicing..., Securities, ALM, Fixed Income, Valuation, Stress Testing, Liquidity, Credit Unions, Mortgage Servicing, Liquidity Risk, Banking, Financial Structuring, Financial Analysis, Risk Management, Credit Analysis, Loans, Finance, Financial Risk, Credit, Strategic Planning
Education
Eastern Michigan University 1979 — 1983
Bachelor of Science (BS), Management, BBA
CVS/caremark March 2014 - Present
CVS/caremark November 2012 - March 2014
iSYS, LLC August 2012 - November 2012
iSYS, LLC May 2011 - August 2012
J.P. Morgan 2011 - 2011
J.P. Morgan 2006 - 2011
J.P. Morgan 2004 - 2006
J.P. Morgan 2003 - 2004
Skills
Project Management, Conflict Resolution, Business Relationship..., Communication, Microsoft Office, Microsoft Excel, Business Objects, Customer Service, SQL, Management, Analysis, Banking, Leadership
Education
Franklin University 2005 — 2007
Bachelor of Science (BS), Applied Management, 3.8
Edison State Community College 1999 — 2001
Associate's Degree, Computer Technology/Computer Systems Technology, 3.77
Beecher High School August 2013 - Present
J.P. Morgan December 2010 - August 2012
Wachovia March 2004 - October 2008
Skills
Microsoft Office, Sales, Team Leadership, Microsoft Excel, Analysis, Customer Service, PowerPoint, Coaching, Career Counseling, Higher Education, Public Speaking, Crisis Intervention, Community Outreach, Leadership
Education
National-Louis University 2010 — 2012
Master of Science, Counseling, Concentration: School Counseling
Eastern Illinois University 1995 — 2001
Bachelor of Science, Consumer Education/Business Administration
J.P. Morgan July 2014 - Present
JPMorgan Chase June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
ING Investment Management June 2011 - August 2011
Skills
MS Excel, MS Access, MS PowerPoint, Analysis, Microsoft Excel, Public Speaking
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science Business Administration, Finance
J.P. Morgan February 2011 - Present
Volunteer 2000 - 2013
JPMorgan Chase November 2008 - February 2011
J.P. Morgan December 2006 - November 2008
Chase November 1989 - December 2006
Skills
Banking, Process Improvement, Commercial Banking, Real Estate, Microsoft Office, Customer Service, Start-ups, Team Building, Public Speaking, Organizational..., Direct Marketing, Derivatives, Investment Banking, Portfolio Management, Microsoft Excel, Financial Analysis
Education
Eastern Illinois University
Bachelors of Science, Finance, General
Harper College
Paralegal Certificate
J.P. Morgan November 2011 - December 2013
Michigan State University May 2010 - July 2010
BCGO LLC February 2009 - March 2010
Michigan Department of Natural Resources August 2007 - January 2009
US Army August 2000 - August 2006
Skills
Leadership, Management, Logistics, Customer Service, Research, Teamwork, Program Management, Budgets, Training, Operations Management, Microsoft Excel, Statistics, SPSS, Econometric Modeling, Military, Resource Management, Project Planning, Team Building, Supply Chain Operations, Problem Solving, Technical Writing, Personal Development, Aerospace, Data Analysis, Microsoft Office, Logistics Management, Personnel Management, Project Management, Contract Management, Business Strategy, Building Business..., Business Networking, Contract Negotiation, Human Resources, Contractors, Aeronautics, Process Improvement, Business Development, Policy, Time Management, Team Leadership, Microsoft Word, Strategic Planning, Analysis, DoD, Military Experience, Operational Planning, Army
Education
Michigan State University 2008 — 2011
Bachelor of Arts, Economics; Business Management, 3.0
Lansing Community College 2006 — 2008
Transfer, Business Administration and Management, General, 3.35
Embry-Riddle Aeronautical University 2002 — 2003
Certificate, Aeronautical Science, 4.0
U.S. Army Logistics School 2000 — 2001
Certification, Aviation Maintenance
General Atomics Aeronautical Systems July 2013 - Present
J.P. Morgan June 2012 - May 2013
Columbia University May 2011 - April 2012
General Atomics Aeronautical Systems April 2007 - June 2010
United States Marine Corps July 2001 - July 2006
Skills
Analytics, Problem Solving, Collaborative, Leadership Development, HTML, Analytical Skills, XML, AutoCAD, Security Clearance, DoD, Military, Technical Writing, SGML, Government, Analysis, PowerPoint, Quantitative Research, Quantative Analysis, Quantitative, Microsoft Excel, Aviation, Technical Documentation, Software Documentation, Matlab, Public Speaking, Aircraft, Proposal Writing, Leadership, Team Leadership, Quality Assurance, Defense, Data Analysis, Statistics, Visio, Training, National Security, Critical Thinking, Microsoft Word, Program Management, Systems Engineering, Organizational..., Intelligence Analysis, Project Management, Military Operations, Navy, Research, Aerospace, Command, Management, Engineering
Education
Columbia University 2010 — 2013
Bachelor of Science, Physics
Mira Costa College 2006 — 2010
Associates of Arts, Economics
Embry-Riddle Aeronautical University 2005 — 2005
J P Morgan August 2011 - Present
J.P. Morgan 2008 - September 2011
Skills
Banking, Business Analysis, Relationship Management, Financial Services, Portfolio Management
Education
Elmhurst College
Bachelor of Science, Computer Science / Information Technology
J.P. Morgan November 2011 - Present
Equity Residential April 2010 - November 2011
Ann Taylor April 2009 - May 2010
Bank of America December 2004 - January 2008
Humana May 1998 - January 2004
Education
Sullivan University 2000 — 2003
Bachelor of Science, Management and Marketing
Eastern Kentucky University 1996 — 1999
bhmcgeary August 2011 - Present
J.P. Morgan March 2003 - December 2009
Washington Mutual / JP Morgan Chase March 2003 - December 2009
Washington Mutual / JP Morgan Chase March 2003 - December 2009
Washington Mutual, Inc. March 2003 - March 2009
Bank of America September 2000 - February 2003
Bank of America September 2000 - February 2003
Bank of America September 2000 - February 2003
SeaFirst National Bank, Command Center November 1995 - September 2000
SeaFirst National Bank, Command Center November 1995 - September 2000
Skills
Linux training, z/OS, JCL, Mainframe, MVS, NDM, TSO, Disaster Recovery, User Acceptance Testing, Business Analysis, CICS, Unix, COBOL, SDSF, Testing, ISPF, Linux
Education
Seattle Central College 1997 — 2002
AA, General
Seattle Central College 1997 — 2001
A.A.S
Edmonds Community College
Edmonds Community College
A.A.S
TUDOR INVESTMENT CORPORATION June 2015 - Present
Teza Technologies March 2011 - January 2015
J.P. Morgan September 2008 - February 2011
J.P. Morgan February 2007 - September 2008
J.P. Morgan May 2005 - February 2007
EDF Trading September 2004 - May 2005
Calyon September 2004 - May 2005
Skills
Equity Derivatives, Volatility, Options, Derivatives, Quantitative Finance, Electronic Trading, Trading Systems, Trading Strategies, Risk Management, Proprietary Trading, Hedge Funds, Relative Value, Trading, Equity Trading, Market Making, Statistical Arbitrage, C++, Java, Python, Object Oriented..., Scripting Languages, High Frequency Trading, Medium Frequency Trading, Volatility Arbitrage, Scala, Go, Machine Learning, Artificial Intelligence, Low Latency Trading, Software Engineering
Education
Université Paris Dauphine 2004 — 2005
DEA / Master, Mathematics, Quantitative finance
Ecole Centrale Paris 2002 — 2005
Master, Mathematics, Quantitative Finance
J.P. Morgan September 2013 - Present
Amazon July 2011 - September 2013
Eastern University April 2012 - May 2013
Eastern University January 2012 - May 2013
Eastern University August 2011 - May 2013
West-Ward Pharmaceuticals December 2011 - January 2012
Education
Eastern University 2009 — 2013
Dual-Major, Business Management and Marketing, 3.8/4.0 Business GPA
J.P. Morgan May 2015 - August 2015
Northwestern Mutual May 2014 - August 2014
Learn America Inc. July 2013 - August 2013
Skills
Customer Service, Start-ups, Editing, Data Entry, Curriculum Design, Social Media, Research, Leadership, Event Planning, Teamwork
Education
Emory University 2012 — 2016
Business Administration (B.B.A.) Concentration: Finance, Dance and Movement Studies (B.A.)
The Carlyle Group July 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan May 2012 - August 2012
Mandarin Capital Partners February 2011 - May 2011
African Banking Corporation May 2010 - July 2010
Education
Emory University 2009 — 2013
BBA, Finance and International Business
Santander Consumer USA Inc. August 2015 - Present
Santander Consumer USA Inc. December 2014 - August 2015
J.P. Morgan July 2011 - December 2014
J.P. Morgan June 2008 - July 2011
Skills
Investment Banking, Financial Modeling, Commercial Real Estate, Commercial Mortgages, Asset-backed..., Corporate Finance, Capital Markets, Mergers & Acquisitions, Valuation, Financial Institutions, Equities, Hedge Funds, Securitization, Financial Analysis
Education
Emory University 2005 — 2009
BBA, Finance
New Albany High School 2001 — 2005
Morgan Stanley March 2014 - Present
J.P. Morgan November 2012 - March 2014
Keefe Bruyette & Woods October 2010 - August 2012
Baron Capital April 2008 - October 2010
TransPerfect Translations May 2007 - April 2008
Skills
New Business Development, Series 7, Market Research, Business Development, Investments, Financial Analysis, Fixed Income, Equities
Education
Elon University 2003 — 2007
Bachelor of Arts (BA), International/Global Studies
Fundacion Ortega y Gasset 2006 — 2006
J.P. Morgan August 2013 - Present
JP Morgan December 2006 - Present
National City Bank November 2004 - November 2006
Citibank 1999 - 2004
Aurora National Bank 1994 - 1999
Bank One 1989 - 1994
Skills
Wealth Management, Loans, Investments, Financial Services
Education
Eastern Illinois University 1984 — 1988
B.S., Marketing & Human Resources
Oak Park River Forest HS - Class of '84
MultiPlan June 2015 - Present
J.P Morgan Chase April 2014 - June 2015
J.P. Morgan May 2011 - April 2014
Aldi Einkauf GmbH & Co oHG March 2010 - May 2011
Global Business Systems May 2005 - March 2010
Skills
Management, Microsoft Office, SQL, Leadership, Microsoft Word, Microsoft Excel, Analysis, Windows, Java, Project Management, English, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Team Building, Social Media, Teamwork, Sales, Inventory Management, JavaScript, Troubleshooting, HTML, Event Management, Team Leadership, Retail, PowerPoint, ITIL v3 Foundations..., Webshpere, Weblogic,..., Homesite, Peregrine,..., Tomcat, Apache
Education
Eastern Illinois University 2000 — 2004
Bachelor of Science (B.Sc.), Computer and Information Sciences and Support Services
J.P. Morgan May 2013 - Present
Sponsors for Educational Opportunity April 2013 - Present
Kappa Alpha Theta Foundation January 2013 - Present
Ben Franklin Academy September 2012 - May 2013
Deloitte July 2012 - July 2012
Tangoe July 2011 - August 2011
HedgeMark International LLC June 2011 - July 2011
Office of the Attorney General of the State of New York June 2010 - August 2010
AllianceBernstein June 2009 - July 2009
Skills
Commcare Software..., Brazilian Portuguese, Spanish-speaking, Microsoft Excel, PowerPoint, Photoshop, Market Research, Leadership, Event Management, Management
Education
Goizueta Business School, Emory University 2011 — 2015
BBA, Accounting and Finance, 4.0
Miss Porter's School 2008 — 2011
Emory University
UBS Investment Bank September 2014 - Present
Mizuho Securities USA Inc. July 2011 - July 2014
J.P. Morgan 2002 - 2011
Stax Inc. 2002 - 2003
Comdisco Ventures 2002 - 2002
Banc of America Securities 1999 - 2001
Skills
Equities, Bloomberg, Capital Markets, Equity Research, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Securities, Trading, Valuation, Venture Capital
Education
Emory University 1995 — 1999
BA, Political Science
Holderness School 1991 — 1995
Rapid Ratings International February 2011 - Present
J.P. Morgan March 2008 - February 2011
Bear Stearns 2006 - 2008
Oil Fresh 2005 - 2006
Skills
Client Management, Client Services, Relationship management, Relationship development, Project Management, Business Development, Risk Management, Risk Assessment, Supply Chain Risk..., Credit Risk, Financial Risk, Workflow Management, Equity Derivative Sales, Trade affirmation, Structured Equity..., Cash equities, Sales, Sales Management, Sales Operations, Financial Health, Portfolio Management, CRM, Equities, Relationship Management, Trading, Financial Analysis, Financial Services
Education
Emory University 2001 — 2005
Economics
Columbia High School
Columbia High School
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Orchard Park Little League May 2011 - August 2012
Skills
Leadership, Financial Analysis, Teamwork, Public Speaking, Banking, Social Networking, Access, Social Media, Portfolio Management, Series 7, VBA, Data Analysis, Research, Investment Strategies, Bloomberg Terminal, Bloomberg, QuickBooks, Budgets, Outlook, Loans, Valuation, Securities, Asset Management, Strategy, Business Valuation, Strategic Planning, Management, Recruiting, Analysis
Education
Eckerd College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Orchard Park
J.P. Morgan Asset Management May 2013 - Present
J.P. Morgan August 2010 - May 2013
PPB Advisors LLC August 2009 - July 2010
American Funds November 2007 - July 2009
American Funds November 2004 - November 2007
Federated Investors June 1995 - November 2004
Education
Grove City College 1991 — 1995
Bachelor of Science, Finance, Philosophy
Eastern University 2006 — 2008
MBA, Business Management
J.P. Morgan June 2013 - Present
The Phil Stenson Memorial Fund June 2005 - Present
University of Pennsylvania Health System October 2012 - June 2013
JPMorgan Chase December 2011 - October 2012
Almac Group November 2009 - November 2011
Susquehanna International Group May 2008 - February 2009
Susquehanna International Group June 2007 - May 2008
Susquehanna International Group January 2003 - June 2007
Susquehanna International Group January 2001 - December 2002
Page Co-Op November 1999 - January 2001
Education
Eastern University 2009 — 2011
B.S., Business Administration
Villanova University 2006 — 2007
Certificate, Project Management, Six Sigma, & Organizational Leadership
Lansdale School of Business 1999 — 2001
A.S., Computer Technologies
J.P. Morgan January 2014 - Present
J.P. Morgan February 2010 - January 2014
Citigroup October 2009 - February 2010
Nexar Capital June 2009 - September 2009
Goldman Sachs March 2008 - August 2008
Skills
Proprietary Trading, Volatility Arbitrage, Statistical Arbitrage, Derivatives Trading, Electronic Trading, Equity Trading, FX Trading, Python, Panda, Derivatives, Quantitative Finance, Equities, Options, Hedge Funds, Financial Modeling, Trading, FX Options, Portfolio Management, Fixed Income, Financial Structuring, Matlab, Statistical Modeling, Commodity
Education
The Courant Institute of Mathematical Sciences - NYU 2008 — 2009
MSc, Mathematics in Finance
Ecole polytechnique 2005 — 2008
Master of Science (MS), Mathematical Statistics and Probability
Ultimate Software April 2015 - Present
J.P. Morgan September 2013 - January 2015
Parmenter Realty Partners January 2005 - September 2012
URS Corporation July 2003 - November 2004
Jupiter Partners September 2000 - September 2001
Oppenheimer Capital January 1997 - November 1999
Skills
Microsoft Office, Human Resources, Bloomberg Software, Bookkeeping, Web Services, Internet, Internal Communications, Management, Office Management, Office Administration, Marketing, Leadership, Outlook, Real Estate, Social Networking, Social Media, Customer Service, Budgets, Time Management, Microsoft Word, Negotiation, Property Management, Event Planning, Leases, Contract Negotiation, Payroll, Asset Management, Facilities Management, Tenant, Accounts Payable, Investment Properties, Lease Negotiations, Real Estate Development, Commercial Real Estate, Contract Management, Disposition
Education
The University of the State of New York 1983 — 1985
East Stroudsburg University of Pennsylvania 1985 — 1986
Associate of Arts (AA), Business Administration and Management, General, 3.7
J.P. Morgan May 2014 - Present
Education
Emory University 2009 — 2013
Bachelor of Arts (B.A.)
King's College London, U. of London 2012 — 2012
Horace Mann High School
Honors
Norwest Venture Partners August 2015 - Present
HGGC, LLC July 2014 - July 2015
Sandbox Industries June 2012 - May 2014
Unitus Capital 2011 - 2011
J.P. Morgan 2010 - 2010
Skills
Venture Capital, Financial Modeling, Investments, Private Equity, Investment Banking, Leadership, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Valuation, Management, Socially Responsible..., Start-ups, Healthcare, Proprietary Trading, Retail, Market Research, Managed Care, Equities, Growth Capital
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
BA, Economics, Statistics, Magna Cum Laude
National Outdoor Leadership School 2010 — 2010
Risk Management and Leadership training in the outdoors. Semester abroad located in Patagonia, Chile
Lincoln Community School (Accra, Ghana) 2004 — 2008
International Baccalaureate Diploma
J.P. Morgan March 2013 - May 2015
J.P. Morgan September 2011 - March 2013
J.P. Morgan June 2010 - August 2010
United States Congress Joint Economic Committee June 2009 - August 2009
Skills
Microsoft Office, Data Analysis, Investments, Microsoft Excel, Financial Analysis, Research, Public Speaking, Global Client Management, Relationship Management, Sales
Education
University of Michigan Law School 2015 — 2017
Juris Doctor (J.D.)
Emory University 2007 — 2011
Bachelor's Degree, Business Administration and Management, General; Political Science
Total Digital Security March 2013 - Present
J.P. Morgan November 2011 - February 2013
Wells Fargo Private Bank October 2008 - June 2011
Lehman Brothers November 1999 - March 2008
Merrill Lynch 1987 - 1999
DWAI, Inc. 1986 - 1987
People Express Airlines 1981 - 1986
Skills
Information Security..., Information Security, Information Technology, HIPAA Security and..., Strategy, HIPAA, Network Security, Entrepreneurship, Investments, Series 7, Wealth Management, Portfolio Management, Mergers & Acquisitions, Alternative Investments, CRM, Financial Services, Finance, Series 63, Risk Management, Wealth Management..., Securities, Leadership, Credit, Asset Management, Executive Management, Series 65, High Net Worth..., Private Equity, Due Diligence, Investment Banking, Venture Capital, FINRA, Computer Security, Financial Risk, Digital Security, Financial Modeling, Investment Advisory, Banking, Capital Markets, Series 8 and 9
Education
Embry-Riddle Aeronautical University 1976 — 1981
Aviation Studies, In-Flight Training, English, Business, Physics, Meteorology
Upper St. Clair High School
Morgan, Lewis & Bockius LLP May 2015 - Present
J.P. Morgan April 2014 - March 2015
The Tennis Farm September 2005 - August 2012
VITA December 2011 - April 2012
Skills
Accounting, QuickBooks, Data Entry, PowerPoint, Spreadsheets, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Customer Service, Access, Tax Preparation, Auditing, Outlook, Research, Income Tax, File Management, Time Management, SPSS, Financial Analysis, Corporate Finance
Education
University of Gloucestershire 2012 — 2013
Master of Science (MSc), Accounting and Financial Management, (Merit)
Elizabethtown College 2008 — 2012
Bachelor of Science, Accounting and Economics
University of Gloucestershire 2010 — 2010
Study Abroad, Business
University of Michigan August 2015 - Present
J.P. Morgan July 2012 - September 2012
FinAnalytica 2008 - 2011
Metalife AG May 2005 - October 2006
Education
The London School of Economics and Political Science (LSE) 2011 — 2015
Doctor of Philosophy (PhD), Financial Mathematics
Eidgenössische Technische Hochschule Zürich 2009 — 2010
Master of Science (M.Sc.), Applied Mathematics
Karlsruhe Institute of Technology (KIT) 2008 — 2009
Master of Science (M.Sc.), Mathematics
Sofia University St. Kliment Ohridski 2004 — 2008
Bachelor of Science (B.Sc.), Computer Science
J.P. Morgan June 2010 - Present
Lazard February 2007 - June 2010
Cravath, Swaine & Moore LLP October 2004 - January 2007
Education
Harvard Law School 2001 — 2004
J.D.
Emory University 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Grapevine High School, Grapevine, Texas 1994 — 1997
J.P. Morgan June 2015 - Present
Kingspan Benchmark September 2013 - Present
Mettler-Toledo International, Inc May 2013 - August 2013
Tempur Pedic International (Relocation) August 2012 - March 2013
AAA Allied Group (Internship) November 2010 - December 2011
Fayette County Public Schools (KY) August 2007 - June 2010
Skills
Compliance, Internal Controls, Risk Assessment, Financial Reporting, Financial Accounting, Internal Audit, External Audit, Tax Preparation, Financial Analysis, Access, Microsoft Excel, Management, Accounting
Education
Franklin University 2014 — 2016
Master of Science (M.S.), Accounting
Eastern Kentucky University
Bachelor of Business Administration in Accounting
The University of Virginia's College at Wise
Bachelor of Arts, History
J.P. Morgan March 2014 - June 2014
X-Entreprises October 2012 - December 2013
X-Projets junior enterprise September 2012 - December 2013
LVMH July 2013 - September 2013
Education Nationale September 2012 - May 2013
Police Nationale October 2011 - May 2012
French Army August 2011 - October 2011
Skills
Applied Mathematics, Finance, Economics, Statistics, Financial Modeling, Business Strategy, Econometrics, Stata, Python, Java, Corporate Finance, Mergers & Acquisitions, Investment Banking, Valuation, Numerical Analysis, Microsoft Excel, Matlab
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance
Ecole polytechnique 2011 — 2015
Master of Science (M.S.) in Engineering, Applied Mathematics
HEC Paris 2013 — 2014
Master's Degree, Quantitative Economics and Finance
Lycée Louis Le Grand 2009 — 2011
PCSI - PC*, Mathematics - Physics
J.P. Morgan July 2012 - Present
HSBC Private Bank October 2008 - July 2012
Le Figaro February 2007 - July 2007
SEISA July 2006 - August 2006
Skills
Banking, Investments, Investment Banking, Investors, Private Banking, Private Wealth..., Wealth Management, Equities, Hedge Funds, Alternative Investments, Credit, Trust, Trust Services, Wealth Management..., Emerging Markets, Structured Products, Asset Management, Portfolio Management, Fixed Income, Capital Markets
Education
University of Bath 2004 — 2008
BS, International Management & French
EDHEC Business School 2006 — 2007
EDHEC Grande Ecole, Business
Principle Solutions Group June 2012 - Present
IDR, Inc. February 2012 - May 2012
J.P. Morgan September 2011 - December 2011
First Option Mortgage August 2009 - August 2011
Lenox Financial Mortgage April 2008 - February 2009
Skills
Recruiting, Cold Calling, Information Technology, Networking, Technical Recruiting, Management, Consulting, Business Development, Staff Augmentation, Leadership, Staffing Services, Internet Recruiting, Unix, SharePoint, Talent Acquisition, Human Resources, Contract Negotiation, Windows Server, Temporary Placement, Vendor Management, Sales, CRM, Lead Generation, Applicant Tracking..., Screening Resumes, College Recruiting, Executive Search, Cloud Computing, Permanent Placement, Contract Recruitment, Benefits Negotiation, Sourcing, Screening, IT Recruitment, Client Accounts, Software Documentation, Staffing Industry, Systems Engineering, Red Hat Linux, Network Engineering, Storage Engineering, Dev Ops, Account Management
Education
Emory University 2003 — 2007
BA, Economics
Bronfman E.L. Rothschild June 2014 - Present
J.P. Morgan December 2012 - June 2014
Ameriprise Financial Services, Inc September 2004 - December 2012
Education
Eastern Illinois University
Bachelor of Science, Economics
Management Planning, Inc. 2010 - Present
J.P. Morgan 2009 - 2010
Merrill Lynch 1996 - 2009
Old Kent Bank & Trust 1989 - 1996
Prudential Securities 1986 - 1988
Skills
Wealth Management, Valuation, Series 7, Business Valuation, Financial Reporting, Retirement Planning, Estate Planning, Financial Analysis, Financial Modeling, Business Development, Sales Management, Executive Management, Team Leadership, Mergers & Acquisitions, High Net Worth..., Series 63, Finance, Wealth, Alternative Investments
Education
Elmhurst College
BS in Business
University of Iowa
University of Minnesota-Twin Cities
Wayzata Senior High School
Cost House March 2014 - Present
BGSS - Boechat & Gravina Smart Solutions February 2013 - Present
Neoway November 2011 - February 2014
Universidade Federal de Santa Catarina March 2010 - March 2013
J.P. Morgan 2008 - 2009
Dassault Systemes June 2007 - December 2007
Skills
Functional Programming, Clojure, Haskell, Extreme Programming, Software Engineering, Java, Programming, C++, Engineering, Algorithms, C, Digital Image Processing, Pattern Recognition, Economics, Financial Markets, Business Planning, Automation, Matlab, MongoDB, Machine Learning, Austrian Economics, Computer Vision, Software Development, Linux, Microsoft Office, SQL, Project Management, Python, JavaScript
Education
Universidade Federal do Rio Grande do Sul 2003 — 2009
Bachelor cum Laude, Mechanical Engineering
Ecole centrale de Nantes 2005 — 2007
Master's degree, General Engineering
Universidade Federal de Santa Catarina
J.P. Morgan August 2014 - Present
Wells Fargo February 2013 - April 2014
Bank of America July 2011 - January 2013
JPMorgan Chase January 2011 - July 2011
Merrill Lynch March 2010 - January 2011
Heritage Capital Group June 2003 - February 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Loan Origination, Residential Mortgages, FHA, Credit, Mortgage Underwriting, Credit Analysis, FHA financing, Banking, Bank Secrecy Act, AML, Fraud, Risk Management, OFAC, USA PATRIOT Act, KYC, Due Diligence, Underwriting, Risk Assessment, CIP, USDA, Mortgage Servicing
Education
Norfolk State University 1998 — 2003
Bachelor of Business Administration (B.B.A.)
Elizabeth City State University
Calamos Investments September 2014 - Present
J.P. Morgan January 2013 - August 2014
J.P. Morgan August 2011 - January 2013
Assumption University of Thailand May 2010 - May 2011
RLF Communications February 2009 - December 2009
Teton Valley Ranch Camp May 2009 - August 2009
TeleConsultants, Inc. May 2008 - August 2008
Skills
Dreamweaver, Photoshop, Microsoft Office, InDesign, Final Cut Pro, Public Relations, Press Releases
Education
Elon University 2006 — 2010
Bachelor's Degree, Major: Strategic Communications. Minors: Business Administration, International Studies
The University of Reading 2007 — 2007
Study Abroad
Highland School 2002 — 2006
High School Diploma
Winstanley Enterprises CFO
Pathology & Laboratory Services LLC July 2008 - March 2014
J.P. Morgan January 2007 - July 2008
Skills
Hospitals, Healthcare, Healthcare Management, Healthcare Information..., EMR, Customer Service, Strategic Planning, HIPAA, Accounting
Education
EDHEC Business School 2005 — 2006
International Business
SCSU 2003 — 2006
Bachelor of Science (B.S.), Finance
J.P. Morgan June 2014 - Present
Steve Madden June 2013 - August 2013
Clearwater Beach Club Valet June 2012 - August 2013
General Restoration December 2011 - January 2012
Pierce Country Day Camp May 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, English, Research, Strategic Planning, Accounting, Precious Metals, Social Networking, Finance, Leadership, Social Media, CME
Education
Elon University 2011 — 2014
Bachelor of Science (BS), Finance, Senior
University at Buffalo 2010 — 2011
Cox Enterprises July 2012 - June 2015
NewMedia Partners May 2003 - July 2012
GE Capital May 1995 - April 2003
BNP Paribas January 1993 - May 1995
Barclays Capital March 1991 - January 1993
J.P. Morgan February 1989 - July 1991
Skills
Mergers & Acquisitions, Corporate Development, Strategy, Corporate Finance, Private Equity, Structured Finance, Valuation, Due Diligence, Financial Analysis, Strategic Partnerships, Restructuring, Cross-functional Team..., Executive Management, Financial Services, Digital Media, Business Strategy, Financial Modeling, Investment Banking, Financial Planning
Education
Emory University
Master of Business Administration (M.B.A.)
The University of Glasgow
Bachelor of Science (B.S.)
J.P. Morgan January 2013 - Present
J.P. Morgan September 2010 - December 2012
J.P. Morgan September 2008 - September 2010
J.P. Morgan June 2007 - September 2008
Roland Berger Strategy Consultants September 2002 - May 2005
Skills
Private Equity, Investment Banking, Hedge Funds, Valuation, Prime Brokerage, Capital Markets, Fixed Income, Investments, Corporate Finance, Due Diligence, Asset Management, Derivatives, Portfolio Management, Financial Modeling, Equities, Banking
Education
The Wharton School, University of Pennsylvania 2005 — 2007
MBA, Finance
I.C.A.I. - Universidad Pontificia de Comillas 1996 — 2002
BSc and MSc, Mechanical Engineering
Ecole Centrale Paris 1999 — 2001
BSc and MSc, Mechanical Engineering
n/a October 2010 - Present
JPMorganChase March 1991 - October 2010
J.P. Morgan 1991 - October 2010
Continental Bank September 1974 - June 1990
Skills
Banking, Business Analysis, Disaster Recovery, Program Management, Project Management, Vendor Management, Requirements Analysis, Budgets, Team Leadership, Software Documentation, Visio, Process Improvement, Integration, PMP, SDLC, Risk Management
Education
Elmhurst College 1970 — 1974
BA, Elementary Education
Fenger High School 1970 — 1974
High School
Keel Point Capital September 2013 - Present
Suntrust Bank September 1997 - August 2013
SunTrust Investment Services September 1997 - August 2013
J.P. Morgan March 1994 - July 1997
Skills
Series 7, Investments, Fixed Income, Portfolio Management, Bloomberg, Securities, Wealth Management, Trading, Capital Markets, FINRA, Bonds, Equities, Asset Management, Series 63
Education
Georgetown University 2011 — 2012
Certified Financial Planning
Emory University 1988 — 1992
B.A.
Alliance for Audited Media January 2013 - Present
J.P. Morgan February 2011 - December 2012
Gloria Jean's Coffees May 2008 - November 2010
Huntley Realty January 2006 - March 2008
Skills
Problem Solving, Team Player, Mentoring, Planning & Organizing, Highly-motivated, Quick Learner, Prioritization and..., Establish and maintain..., Management, Customer Service, Customer Satisfaction, Teamwork, Organization &..., Interviews, Lotus Notes, Recruiting, Human Resources, Onboarding
Education
Columbia College of Missouri 2010 — 2012
Bachelors of Science in Business Administration, Human Resources & Management
Elgin Community College 2006 — 2009
Associates of Applied Science, Management
J.P. Morgan February 2015 - Present
Discover Financial Services June 2013 - February 2015
viaPeople, Inc. September 2007 - July 2012
The Chicago School of Professional Psychology August 2007 - December 2010
Wonderlic, Inc. June 2005 - May 2007
Experian Marketing Services June 1999 - May 2004
Skills
360 Feedback, Succession Planning, Executive Coaching, Performance Management, Talent Management, Leadership Development, Project Management, Training, Employee Surveys, Facilitations, 9 Box, Career Path Planning, Facilitators, Organizational..., Human Resources, High Potential Programs, Communications Planning, Coaching, Leadership, Employee Engagement, Management, Organizational..., Consulting
Education
The Chicago School of Professional Psychology 2002 — 2004
Master of Arts, Industrial/Organizational Psychology
Elmhurst College 1995 — 1999
BS, Business Management
Ruidoso High Altitude Aquatics 2008 - Present
ENMU( Eastern New Mexico Univeristy) June 2007 - Present
Ruidoso Athletic Club 2007 - Present
JP Morgan August 2002 - November 2006
J.P. Morgan 2002 - 2005
Citibank 1990 - 2001
Skills
Investments, Coaching, Asset Managment, Strategic Planning, Finance, Financial Analysis, Portfolio Management, Wealth Management, Business Strategy, Equities, Risk Management, Fundraising, Asset Management, Series 7, Management, Public Speaking
Education
Northwestern University 1988 — 1990
MM, Marketing, Organizational Behavior
Northwestern University - Kellogg School of Management 1988 — 1990
MM, Organizational Behavior Studies
University of California, Santa Cruz 1979 — 1983
BA, Anthropology
Eastern New Mexico University
J.P. Morgan September 2010 - October 2011
KPMG 2008 - June 2010
Ocean Tomo December 2005 - July 2008
Ameriprise Financial December 2003 - October 2005
Education
Eastern Mennonite University 1999 — 2003
J.P. Morgan May 2013 - Present
Skills
Financial Analysis, Portfolio Management, Investments, Asset Management, Excel, Certifications, Asset Managment, Microsoft Excel, Alternative Investments, Investment Management, Bloomberg, Wealth Management, Mutual Funds, Fixed Income, Securities, Fund Of Funds, Finance, Capital IQ, Bloomberg Terminal, Wealth Monitor, Financial Modeling, Due Diligence, Mergers & Acquisitions, Banking
Education
Emory University 2000 — 2004
BA, Economics and Finance
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
MBA, Finance
Wintrust Asset Finance April 2015 - Present
Wintrust Financial Corporation 2012 - Present
J.P. Morgan June 2007 - 2012
JPMorgan Chase 2002 - 2007
American National Bank and Trust Company of Chicago 1988 - 2002
Laventhol and Horwath 1985 - 1988
Rome Associates 1983 - 1985
Skills
Portfolio Management, Treasury Management, Commercial Lending, Middle Market, Series 7, Credit Analysis, Investment Management, Financial Analysis
Education
Northwestern University - Kellogg School of Management 1991 — 1995
MBA, Finance and Management Strategy
Eastern Illinois University
Bachelor of Science (B.S.), Accounting
IESE Business School August 2015 - Present
J.P. Morgan February 2013 - July 2015
JP Morgan Chase October 2009 - February 2013
Ambrosia Beverage Group February 2009 - January 2012
Wachovia September 2008 - May 2009
Bank of America June 2007 - August 2008
Bear Stearns April 2006 - May 2007
Skills
Cash Management, Portfolio Management, Financial Analysis, Financial Modeling, Capital Markets, Credit, Commercial Banking
Education
IESE Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Emory University 2003 — 2007
BBA, Finance & Management
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance & Management
Lakeside School 2000 — 2003
J.P. Morgan April 2014 - Present
UBS Wealth Management March 2014 - April 2014
UBS Wealth Management March 2011 - February 2014
US Bank January 2010 - March 2011
Moody's Investors Service July 2007 - December 2009
Moody's Investors Service June 2005 - July 2007
NYC Department of Homeless Services May 2003 - June 2005
Skills
Bonds, Public Finance, Series 63, High Yield, Municipal Credit..., Fixed Income Strategies, Credit Rating, Risk Management, Government Accounting, Budget Analysis, Local Government, Non-profits, Series 7, Wealth Management, Series 53, Credit
Education
NYU Wagner Graduate School of Public Service 2002 — 2004
MPA, Public Finance
Emory University 1998 — 2001
BA, Economics
Shaanxi Normal University 2000 — 2000
Chinese, History
J.P. Morgan March 2013 - Present
Ismael Medical Assoc November 2010 - July 2013
Panasonic April 2002 - March 2009
Panasonic January 2002 - March 2009
Kelly Temp Services January 1997 - October 2001
The Signature Group (Now known as GE Capital / GE Money) 1994 - 1996
Skills
Retail, Consumer Electronics, SAP, Account Management, Sales Management, Sales Operations, Inventory Management, Sales, Competitive Analysis, B2B, Key Account Management, Merchandising, Product Marketing, Forecasting, Marketing Management, Business Development, Customer Service, Product Management, Project Management, Marketing Strategy, Leadership, Key Account Development, Income Statement, Time Management, Strategic Partnerships, Budgets, Marketing, Channel Partners, Team Building, New Business Development, Pricing, Cross-functional Team..., Selling, Trade Shows, Customer Satisfaction, Market Planning, Product Development, Strategic Planning, Direct Sales, Management, P&L Management, EMR, QuickBooks, Medical Billing, Medical Terminology, ICD-9, CPT Coding, Vital Signs, Appointment Scheduling, Collections
Education
University of Phoenix 2003 — 2004
General Study
Elgin Community College 1990 — 1991
Genreal Study
Dundee Crown High School 1987 — 1989
Dipolma, Cooking, reading, Basketball
J.P. Morgan December 2013 - Present
PNC April 2013 - December 2013
Thinkorswim by TD Ameritrade December 2008 - April 2013
JPMorgan Chase May 2007 - November 2008
Hertz Local Edition May 2004 - June 2006
Skills
Series 63, Series 7, Options, Securities, Series 3, Futures/Commodities, Forex Trading, FINRA, Equities, Trading, Series 24, Derivatives, Relationship Management, ETFs
Education
University of Miami - School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Keller Graduate School of Management of DeVry University 2010 — 2014
Master of Business Administration (MBA), Accounting and Finance
Elmhurst College 1999 — 2000
Carl Sandburg High School
J.P. Morgan May 2011 - Present
J.P. Morgan August 2006 - April 2011
J.P. Morgan August 2006 - April 2011
J.P. Morgan January 2005 - August 2006
Bank One Corporation June 2003 - January 2005
Skills
User Acceptance Testing, Business Analysis, Process Improvement, SDLC, Requirements Analysis, Requirements Gathering, Risk Management, Book of Work Management, Vendor Coordination, PM Charter Creation, Collaborative Leadership, HP ALM, Software Evaluations, Presentation Skills, Senior Management..., Script Coverage, Usability Testing, Pegasystems PRPC, Mortgage Industry, Remittance Processing, Document Management, Functional Analysis, Strategic Negotiations
Education
Embry-Riddle Aeronautical University 1997 — 2002
BS, Human Factors Psychology
Bank of America Merrill Lynch May 2012 - September 2014
J.P. Morgan June 2008 - May 2012
J.P. Morgan January 2008 - July 2008
JPMorgan December 2006 - January 2008
Australian Wealth Management March 2006 - December 2006
New South Wales Government Australia April 2005 - March 2006
Austamory Accounting and Tax Firm (CPA) August 2003 - April 2005
Skills
Portfolio Management, Investments, Banking, Finance, Investment Banking, Cash Management, Capital Markets, Financial Analysis, Valuation, Project Management, CRM, Liquidity Management, Derivatives, Relationship Management, Treasury Management, Financial Markets, Clearing, Securities, FX Options, Commercial Banking, Investment Management, Alternative Investments, Private Equity, Asset Managment, Treasury, Corporate Actions, Bloomberg, Bonds, Wealth Management, Accounting, Investment Operation, Banknotes, Trade Finance, Foreign Exchange, Financial Regulation, Banking Relationships, Securities Regulation, Civil Procedure, Contract Law, International Banking..., Escrow, Mergers & Acquisitions, Legal Research, Strategic Negotiations, Contract Negotiation, Banking Law, Emerging Markets, Management, Corporate Finance, Legal Writing
Education
University of Virginia School of Law 2014 — 2017
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
University of Virginia School of Law 2014 — 2015
Master’s Degree, Banking, Corporate, Finance, and Securities Law
University of Sydney 2003 — 2005
Master's degree, Accounting and Commercial Law
East China University of Political Science and Law 1998 — 2002
Bachelor's Degree, Criminal Justice/Police Science
Primary School
Secondary School
Bank of America Merrill Lynch Master Banker Academy 2014 — 2014
Banking, Corporate, Finance, and Securities Law
Risen Personal Products, Inc. June 2013 - Present
Horizons Community Development, Inc. July 2007 - March 2015
Hoffmann-La Roche, Inc. March 2000 - July 2007
J.P. Morgan March 1995 - March 2000
Skills
Project Planning, Strategic Communications, Technology..., Program Management, Fundraising, Nonprofits, Project Management, Team Leadership, Leadership Development, Budgets, Public Speaking, Strategic Planning, Social Media
Education
Emerson College
BS, Media & Mass Communications
J.P. Morgan November 2011 - Present
Goldman Sachs July 2010 - October 2011
Forefront Advisory LLC July 2009 - July 2010
ICICI Bank July 2006 - August 2008
Skills
Options, Derivatives, Equities, Equity Derivatives, FX Options, Hedging, Portfolio Management, Quantitative Analytics, Risk Management, Trading
Education
COLUMBIA UNIVERSITY 2008 — 2009
Master, Mathematics of Finance
Institute of Financial Management and Research 2005 — 2006
Post Graduate Diploma; BSc. (Hons, Advance Finance
Ecole normale supérieure
Statistics, Exchange Program
J.P. Morgan October 2009 - Present
BCU June 2008 - September 2009
BNC Mortgage June 2003 - November 2007
Education
Franklin University 2008 — 2016
Bachelor's degree (In Progress), Business Forensics
Elgin Community College 2000 — 2008
Associate of Arts (AA), Associate of Arts
J.P. Morgan August 2014 - Present
PageGroup May 2013 - August 2014
Citi January 2011 - May 2013
Citi June 2010 - August 2011
Citi June 2008 - December 2010
Oakmont Partners - Personal Wealth Management January 2008 - May 2008
Emmanuel College - Tutor September 2005 - May 2008
Emmanuel College September 2007 - December 2007
Emmanuel College September 2006 - December 2006
Emmanuel College January 2006 - May 2006
Skills
Hedge Funds, Finance, Accounting, Financial Reporting, Fund Accounting, Financial Services, Equities, Mutual Funds, Capital Markets, Banking, Private Equity, Tax, Fund Administration, Auditing, Account Reconciliation, Valuation, Investments, Asset Managment, Managerial Finance, Alternative Investments, Sales, Full-life Cycle..., Talent Management, Recruiting
Education
Emmanuel College 2004 — 2008
Bachelor of Arts, Management, Economics, 3.9
ACS Egham 1995 — 2004
JPMorgan Chase Capital Advisory Lending AssistantJ.P. MorganMarch 2005 - Present
J.P. Morgan November 2001 - March 2005
J.P. Morgan March 1997 - November 2001
J.P. Morgan July 1991 - March 1997
Skills
Banking, Credit, Financial Analysis, Investments, Portfolio Management
Education
Elmhurst College 1997 — 2001
Bachelor’s Degree, Business Administration and Management, General
Bank of America Merrill Lynch June 2015 - August 2015
Vook January 2015 - April 2015
DreamIt Ventures August 2014 - November 2014
J.P. Morgan April 2012 - July 2014
J.P. Morgan April 2008 - April 2012
Inabata & Co.,Ltd. July 2005 - December 2005
Skills
Nouveaux médias, Marketing digital, New Business Development, Conseil auprès de..., Lean Startup, Trading, Derivatives, Emerging Markets, Swaps, Debt & Equity Financing, Financial Structuring, Graduate Recruitment, Recruitment Training, International..., Édition
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Marketing and Entrepreneurship
Ecole de Management de Lyon 2004 — 2008
2008, Management - Finance
University of Warwick - Warwick Business School 2007 — 2007
Exchange program
Lycee Stanislas 2002 — 2004
Classe preparatoires HEC
J.P. Morgan July 2014 - Present
UBS Investment Bank July 2011 - July 2014
The Coca-Cola Company June 2010 - June 2011
Creative Financial Partners February 2010 - April 2010
Kaplan October 2007 - April 2010
Education
Emory University 2006 — 2010
J.P. Morgan December 2013 - Present
J.P. Morgan December 2012 - December 2013
Bank Hapoalim July 2011 - December 2013
Citigroup June 2010 - August 2010
Skills
SQL, Market Risk, Liquidity Risk, Risk Management, Derivatives, Trading, Financial Modeling, VBA, Structured Products, Hedging
Education
New York University 2009 — 2011
Master, Financial Engineering, GAP 3.9
East China University of Science and Technology 2005 — 2009
Bachelor, Engineering Science
Université Nancy 2 2007 — 2008
BBA, Business Administration
Lazard Frères & Co. June 2014 - Present
Emory Entrepreneurship & Venture Management HackATL 2012 - 2014
Lazard Frères & Co. 2013 - 2013
TEDxEmory 2010 - 2013
J.P. Morgan 2012 - 2012
Education
Goizueta Business School, Emory University 2011 — 2013
Bachelor of Business Adminstration, Finance & Analytic Consulting
Emory University 2009 — 2013
Bachelor of Arts, Philosophy with Minors in Economics & Ethics
La Martiniere Calcutta 1993 — 2009
ICSE/ISC, ICSE - Science/Computers, ISC - Commerce/Economics
J.P. Morgan October 2012 - Present
Family Credit Management July 2010 - October 2012
Eastern Illinois University May 2009 - July 2010
Skills
Commercial Banking, Wholesale Operations, Real Estate Financing, Account Management, FX Operations, Special Credits, Loans, Banking, Analytics, Interest Rate Hedging, Derivative Operations
Education
Eastern Illinois University 2009 — 2010
Master of Science (M.S.), Consumer Services and Advocacy
J.P. Morgan August 2011 - Present
Whitelodging 2004 - 2005
Skills
Customer Service, Microsoft Office, Microsoft Word
Education
University of South Florida 2009 — 2012
Ecole de Management de Normandie 2010 — 2011
Companie Maritime Métropolitaine October 2014 - Present
R.G.Niederhoffer Capital Management Inc September 2008 - September 2014
J.P. Morgan March 2006 - September 2006
R.G. Niederhoffer Capital Management Inc February 2004 - August 2004
Société Générale February 2003 - July 2003
Fnac 2002 - 2002
Intérélec 2001 - 2001
Skills
Hedge Funds, Trading, Finance, Financial Reporting, Wealth Management, Accounting, Futures Trading, Corporate Finance, Capital Markets, Derivatives, Equities, Marketing
Education
Université Nice Sophia Antipolis 2005 — 2006
Master’s Degree, financial markets, wealth management, taxes, and law, Masters degree in engineering finance
EDHEC Business School 2000 — 2004
Master’s Degree, Corporate finance, law and management, International Business Administration and Management undergraduate
Lycée Albert 1er 1997 — 2000
High School
JPMorgan Chase October 2011 - Present
J.P. Morgan April 2009 - October 2011
Ford Motor Credit June 2002 - April 2009
Education
The University of Texas at Arlington 2002 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
East Texas Baptist University 2001 — 2002
J.P. Morgan Private Bank March 2013 - Present
J.P. Morgan 1999 - 2013
Salomon Smith Barney 1994 - 1999
Morgan Stanley 1988 - 1991
Skills
Investment Banking, Private Equity, Valuation, Capital Markets, Equities, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Alternative Investments, Venture Capital, Investments
Education
Emory University
Vanderbilt University
J.P. Morgan June 2012 - Present
Anthony B Ferraro Attorney At Law March 2011 - October 2011
Wintrust Mortgage Corporation February 2009 - February 2010
JPMorgan Chase February 2002 - January 2008
Chase 2002 - 2003
Skills
Multi-family, Single Family Homes, Fax, PowerPoint, Excel, Digital Photography, Scheduling, Mortgage Process, Imaging, VA loans, FHA, Phone Skills, Cold Calling, Loan Prospector, Answering Phones, Loan Application, Customer Relations, Customer Service, Microsoft Office, Training Skills
Education
Eastern Illinois University 2011 — 2012
Bachelor, General Studies, 4.0
Coregas Pty Ltd May 2013 - December 2013
Oliver Wyman February 2012 - July 2012
Air Liquide America September 2011 - February 2012
J.P. Morgan June 2011 - September 2011
Education
Ecole centrale de Paris 2009 — 2013
Ingénieur Centralien (MSc)
University of New South Wales 2012 — 2013
Master of Engineering (MEng)
Lycée Sainte Geneviève 2007 — 2009
Classes Préparatoires
J.P. Morgan August 2015 - Present
Cantor Fitzgerald September 2012 - August 2015
PNC Financial Services July 2010 - August 2012
Education
Emory University 2006 — 2010
The Salvation Army March 2011 - Present
J.P. Morgan 1984 - 2008
Skills
Fundraising, Philanthropy, Leadership, Community Outreach, Nonprofits, Volunteer Management, Grant Writing, Board Development, Event Planning, Public Speaking, Non-profit..., Program Development
Education
Eastern Illinois University
Bachelor of Science (BS), Finance and Financial Management Services
National Trust School
J.P. Morgan July 2009 - Present
SanMor Catering November 2003 - Present
Education
Prairie View A&M University 1989 — 1992
El Centro College
Culinary Arts/Chef Training
Montague Trinity Ventures, LLP 2010 - Present
Train Babacock Advisors January 2007 - October 2010
Lehman Brothers 2003 - 2006
Lipper & Co 2000 - 2002
Fiduciary Trust Co, International 1996 - 2000
J.P. Morgan 1983 - 1996
Education
New York Law School 1979 — 1983
J.D., Law
Elmira College 1971 — 1975
B.A., History
Livingston International December 2000 - Present
J.P. Morgan December 2000 - April 2012
Skills
Duty Drawback, International Trade, Import, Customs Regulations, Free Trade Agreements, C-TPAT, International Logistics, Supply Chain Security
Education
Eastern Michigan University
BBA, Marketing
J.P. Morgan September 2013 - Present
J.P. Morgan January 2011 - August 2013
Ernst & Young September 2009 - December 2010
Julius Baer July 2008 - September 2008
J.P. Morgan July 2006 - January 2007
Skills
Financial Modeling, Equities, Portfolio Management, Asset Management, Capital Markets, Emerging Markets, Business Strategy, Investments, Financial Services, Private Equity, Asset Managment, Financial Analysis, Financial Markets, Private Banking, Wealth Management, Due Diligence, Competitive Analysis, Management Consulting
Education
The University of Edinburgh 2008 — 2009
MSc
Ecole Hôtelière de Lausanne 2004 — 2008
BSc
J.P. Morgan January 2015 - Present
Brown Brothers Harriman October 2013 - Present
Brown Brothers Harriman June 2010 - Present
Brown Brothers Harriman April 2007 - May 2010
Brown Brothers Harriman September 2005 - March 2007
Skills
ETFs, Global Custody, Mutual Funds, Equities, Fixed Income, Securities, Financial Services, Derivatives, Investments, Asset Management, Alternative Investments, Financial Markets, Capital Markets, Bloomberg, Fund Accounting
Education
Northeastern University 2007 — 2009
Master of Business Administration (MBA)
Elon University 2005 — 2005
Bachelor of Arts (BA), Economics
Elon University - Martha and Spencer Love School of Business 2000 — 2004
Bachelor of Science (BS), Finance and Financial Management Services
One Reverse Mortgage September 2013 - Present
H&R Block January 2013 - April 2013
Morgan Stanley May 2009 - January 2011
J.P. Morgan July 1989 - May 2009
Skills
Financial Analysis, Leadership, Investments
Education
National Graduate Trust School 1994 — 1996
Trusts and Estates, 92%
Eastern Michigan University 1991 — 1994
Master of Business Administration (MBA), Accounting and Finance, 4.0
University of Michigan 1980 — 1986
Bachelor's degree, Accounting, 3.3
J.P. Morgan September 2013 - Present
J.P. Morgan January 2012 - August 2013
J.P. Morgan September 2010 - December 2011
J.P. Morgan February 2008 - August 2010
JP Morgan Investment Bank September 2006 - January 2008
Turkish Bank UK Ltd March 2004 - August 2006
Skills
Credit Derivatives, Valuation, Risk Management, Financial Analysis, Capital Management, Exotic Derivatives, Interest Rate..., Financial Risk, Operational Risk..., PnL Management, Financial Markets, Business Planning, Banking, Emerging Markets, Strategic Planning
Education
Eastern Mediterranean University 1999 — 2004
Bachelor of Arts (B.A.), Banking and Finance
School 38 1988 — 1998
GE Aviation May 2009 - Present
Deloitte September 2007 - April 2009
J.P. Morgan January 2006 - August 2007
Skills
Mergers, Due Diligence, Process Improvement, Program Management, Strategy, M&A experience, Acquisition Integration, Six Sigma, Trade Compliance, Integration
Education
Eastern Michigan University 2004 — 2006
Master of Arts (MA), International Trade Economics
Eastern Michigan University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Economics
J.P. Morgan September 2011 - Present
J.P. Morgan August 1998 - September 2011
JPMorgan Chase January 1986 - August 1998
Skills
Banking, Credit, Risk Management, Financial Services, Business Analysis, Financial Analysis, Vendor Management, Accredited ACH..., ACH, Treasury Management
Education
Eastern Michigan University
J.P. Morgan June 1999 - Present
First Data Corporation August 1997 - May 1999
Education
Eastern Connecticut State University
Bachelor of Science (B.S.), Business Administration and Management, General
Village of Pingree Grove January 2014 - Present
Discover Calling July 2013 - September 2013
Meijer April 2003 - October 2012
J.P. Morgan 2012 - 2012
Skills
Computer Hardware, Computer Repair, Computer Science, Customer Service
Education
Elgin Community College 2008 — 2011
Associate of Science (AS), Business Administration, Management and Operations
Mutual of Omaha Bank August 2004 - Present
J.P. Morgan 1978 - 2002
Skills
Credit Analysis, Loans, Commercial Banking, Credit, Banking, Loan Origination, Consumer Lending, Mortgage Lending, Commercial Lending, Underwriting, Risk Management, Management
Education
Grand Canyon High School 1967 — 1970
Eastern Arizona College
J.P. Morgan August 2013 - Present
Fitch Ratings March 2013 - June 2013
Rabobank December 2010 - February 2013
Skills
Capital Markets, Fixed Income, Structured Finance, Securities, Hedge Funds, Equities, Derivatives, Bloomberg, Asset Management, Due Diligence, Investment Banking, Investments, Financial Markets, Risk Management, Financial Risk, Financial Institutions, Private Equity, Alternative Investments, Financial Services, Corporate Finance
Education
Eastern Michigan University 2005 — 2009
Master of Business Administration (MBA), Finance, General
University of Madras 2001 — 2004
Bachelor of Commerce (B.Com.), Accounting
J.P. Morgan March 2015 - Present
J.P. Morgan June 2008 - Present
J.P. Morgan January 2007 - May 2008
Skills
Equity Derivatives, Options, Pricing, Risk Management, Hybrids, Trading, Asian markets, Structured Products, Interest Rate..., Derivatives, Capital Markets
Education
NYU 2005 — 2006
Master of Science (MS), Financial Mathematics
Ecole polytechnique 2002 — 2005
Bachelor of Science (BS), Applied Mathematics
Bank July 2013 - Present
T-Mobile March 2012 - November 2012
J.P. Morgan November 2009 - February 2012
U.S. Bank January 2009 - November 2009
Wells Fargo Capital Finance March 2005 - September 2009
US Army April 2000 - April 2003
Skills
Management, Sales Management, Customer Service, Strategic Planning, Project Planning, New Business Development, Financial Reporting, Financial Analysis, Leadership Development, Manufacturing, Retail Banking, Investment Banking
Education
Edmonds Community College 2013 — 2013
Certificate Program, aerospace manufacturing
Shoreline Community College 1998 — 2000
Roosevelt High School 1994 — 1998
J.P. Morgan November 1989 - Present
Education
Elgin Community College 1972 — 1974
Larkin High School
JPMorgan Chase May 2011 - Present
J.P. Morgan April 1987 - May 2011
Education
Eli Whitney Technical High School 1971 — 1974
Wilmington Trust July 2013 - Present
Wilmington Trust an Affiliate of M&T Bank May 2012 - Present
J.P. Morgan March 2002 - March 2011
Education
Widener University-Delaware Campus 2011 — 2012
Certificate, Paralegal
Eastern Michigan University 1978 — 1980
Bachelor of Science (BS), Criminal Law
Self-employed January 2013 - Present
Roche March 2000 - July 2007
J.P. Morgan April 1995 - April 2000
Skills
Strategic Planning, Project Implementation, Software Implementation, Solution Implementation, Brand Implementation, Program Implementation, ITIL Implementation
Education
Emerson College 1977 — 1982
Bachelor of Science (BS), Communication and Media Studies