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
Juan Pablo Alfonso Juan Pablo Alfonso's J.P. Morgan Experience July 2013 - Present
Job Private Banking at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan July 2013 - Present
GFG Securities May 2012 - July 2013
Avance International Capital March 2012 - May 2012
Sterne Agee June 2010 - February 2012
Skills
Financial Modeling, Equities, Valuation, Bloomberg, Equity Research, Securities, Capital Markets, Investment Banking, Investments, Networking, Hotels, Healthcare, Tourism, Aquisition, Debt & Equity Financing, Public Speaking, Pitch Development, Sales Presentations, Cold Calling, Bloomberg Terminal, Mergers & Acquisitions, Corporate Finance, Finance, Economics, Financial Analysis, DCF, Acquisitions, Private Equity, Equity Valuation, Business Valuation, Hedge Funds, Leveraged Finance, Alternative Investments, Private Placements, Fixed Income, Venture Capital
Education
Florida International University 2007 — 2013
Bachelor of Business Administration (BBA), Finance
J.P. Morgan July 2013 - Present
GFG Securities May 2012 - July 2013
Avance International Capital March 2012 - May 2012
Sterne Agee June 2010 - February 2012
Skills
Financial Modeling, Equities, Valuation, Bloomberg, Equity Research, Securities, Capital Markets, Investment Banking, Investments, Networking, Hotels, Healthcare, Tourism, Aquisition, Debt & Equity Financing, Public Speaking, Pitch Development, Sales Presentations, Cold Calling, Bloomberg Terminal, Mergers & Acquisitions, Corporate Finance, Finance, Economics, Financial Analysis, DCF, Acquisitions, Private Equity, Equity Valuation, Business Valuation, Hedge Funds, Leveraged Finance, Alternative Investments, Private Placements, Fixed Income, Venture Capital
Education
Florida International University 2007 — 2013
Bachelor of Business Administration (BBA), Finance
Alex Bello Alex Bello's J.P. Morgan Experience July 2014 - Present
Job Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
JP Morgan Chase March 2010 - Present
Merrill Lynch June 2009 - September 2009
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investments, Equities, Mutual Funds, Banking, Wealth Management, Securities, Finance, Asset Allocation, Financial Advisory, Strategic Financial..., Investment Advisory, Financial Services, Retirement Planning, Relationship Management, Private Banking, Alternative Investments, Retail Banking
Education
Florida International University 2011 — 2012
Masters, International Business
Florida International University 2006 — 2010
Finance/International Business
J.P. Morgan July 2014 - Present
JP Morgan Chase March 2010 - Present
Merrill Lynch June 2009 - September 2009
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investments, Equities, Mutual Funds, Banking, Wealth Management, Securities, Finance, Asset Allocation, Financial Advisory, Strategic Financial..., Investment Advisory, Financial Services, Retirement Planning, Relationship Management, Private Banking, Alternative Investments, Retail Banking
Education
Florida International University 2011 — 2012
Masters, International Business
Florida International University 2006 — 2010
Finance/International Business
john paprocki's J.P. Morgan Experience June 2015 - Present
Job Intern at J.P.Morgan Chase
Industry Computer Networking
Experience
J.P. Morgan June 2015 - Present
Florida State University RCC February 2014 - June 2014
Skills
Computer Hardware, Troubleshooting, Windows Server, Data Center, Hardware, Servers, Technical Support, Network Administration, Active Directory, Windows 7
Education
Florida State University 2013 — 2016
Bachelor's Degree, Management Information Systems, General, Sophomore
Florida State University 2013 — 2016
Bachelor's Degree, Professional Sales, Sophomore
J.P. Morgan June 2015 - Present
Florida State University RCC February 2014 - June 2014
Skills
Computer Hardware, Troubleshooting, Windows Server, Data Center, Hardware, Servers, Technical Support, Network Administration, Active Directory, Windows 7
Education
Florida State University 2013 — 2016
Bachelor's Degree, Management Information Systems, General, Sophomore
Florida State University 2013 — 2016
Bachelor's Degree, Professional Sales, Sophomore
Tomas Quiceno Tomas Quiceno's J.P. Morgan Experience October 2011 - December 2011
Job IT Professional
Industry Information Technology and Services
Experience
Bristol-Myers Squibb October 2014 - Present
Scott Paint October 2013 - October 2014
True World Foods Miami LLC February 2012 - October 2013
J.P. Morgan October 2011 - December 2011
Teleperformance February 2009 - September 2011
Skills
Customer Service, Troubleshooting, Technical Support, Windows 7, Management, Windows XP, Help Desk Support, Citrix, Blackberry, OS X, Retail, Blackberry Enterprise..., Mobile Devices, Android, Payroll, Banking, Finance, Microsoft Office, Accounting, Team Building, Call Centers, System Administration, Computer Hardware, Networking, Software Documentation
Education
Alcaravanes
Florida State University 2014 — 2014
Web Page, Digital/Multimedia and Information Resources Design
ITT Technical Institute-Bradenton 2013 — 2015
Associate of Science, IT; Network Systems Administration, 4.0
Miami Dade College
Bristol-Myers Squibb October 2014 - Present
Scott Paint October 2013 - October 2014
True World Foods Miami LLC February 2012 - October 2013
J.P. Morgan October 2011 - December 2011
Teleperformance February 2009 - September 2011
Skills
Customer Service, Troubleshooting, Technical Support, Windows 7, Management, Windows XP, Help Desk Support, Citrix, Blackberry, OS X, Retail, Blackberry Enterprise..., Mobile Devices, Android, Payroll, Banking, Finance, Microsoft Office, Accounting, Team Building, Call Centers, System Administration, Computer Hardware, Networking, Software Documentation
Education
Alcaravanes
Florida State University 2014 — 2014
Web Page, Digital/Multimedia and Information Resources Design
ITT Technical Institute-Bradenton 2013 — 2015
Associate of Science, IT; Network Systems Administration, 4.0
Miami Dade College
Cristian Rubiano Cristian Rubiano's J.P. Morgan Experience June 2013 - September 2015
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2013 - September 2015
Northwestern Mutual January 2012 - May 2013
Self-Employed 2004 - 2012
Education
Florida International University 2008 — 2011
Bachelor of Business Administration, Management Information Systems
J.P. Morgan June 2013 - September 2015
Northwestern Mutual January 2012 - May 2013
Self-Employed 2004 - 2012
Education
Florida International University 2008 — 2011
Bachelor of Business Administration, Management Information Systems
Baird Elam's J.P. Morgan Experience May 2013 - August 2013
Job Analyst at J.P. Morgan Asset Management
Industry Banking
Experience
J.P. Morgan Asset Management July 2014 - Present
Omicron Delta Kappa April 2013 - April 2014
Chi Omega Fraternity November 2012 - December 2013
J.P. Morgan May 2013 - August 2013
Omicron Delta Kappa April 2012 - April 2013
Chi Omega Fraternity November 2011 - December 2012
Paragon Events, Inc. May 2011 - August 2012
Gladstone Law June 2010 - August 2011
Skills
Event Management, Project Planning, System Administration, Management, Budgets, Event Planning, Fundraising, Non-profits, Public Speaking, Social Media, PowerPoint, Community Outreach, Microsoft Excel, Facebook, Public Relations, Microsoft Office, Volunteer Management, Social Networking, Marketing, Leadership, Teamwork, Microsoft Word, Nonprofits
Education
Florida State University 2010 — 2014
Bachelor's Degree, Applied Economics, 3.99 GPA
Florida State University 2010 — 2014
Minor in Business
J.P. Morgan Asset Management July 2014 - Present
Omicron Delta Kappa April 2013 - April 2014
Chi Omega Fraternity November 2012 - December 2013
J.P. Morgan May 2013 - August 2013
Omicron Delta Kappa April 2012 - April 2013
Chi Omega Fraternity November 2011 - December 2012
Paragon Events, Inc. May 2011 - August 2012
Gladstone Law June 2010 - August 2011
Skills
Event Management, Project Planning, System Administration, Management, Budgets, Event Planning, Fundraising, Non-profits, Public Speaking, Social Media, PowerPoint, Community Outreach, Microsoft Excel, Facebook, Public Relations, Microsoft Office, Volunteer Management, Social Networking, Marketing, Leadership, Teamwork, Microsoft Word, Nonprofits
Education
Florida State University 2010 — 2014
Bachelor's Degree, Applied Economics, 3.99 GPA
Florida State University 2010 — 2014
Minor in Business
Kathleen LaBrecque Kathleen LaBrecque's J.P. Morgan Experience May 2015 - Present
Job Communications Specialist at J.P. Morgan Chase
Industry Public Relations and Communications
Experience
J.P. Morgan May 2015 - Present
Florida State University May 2014 - May 2015
Sachs Media Group January 2014 - December 2014
Olympia Media Group September 2013 - April 2014
Southern Tide August 2011 - April 2014
Wireless Zone - Verizon Wireless Premium Retailer May 2012 - August 2012
Florida House of Representatives January 2012 - April 2012
Florida House of Representatives February 2011 - April 2011
Skills
Public Relations, Social Media, Facebook, Social Media Marketing, Press Releases, Time Management, Public Speaking, Microsoft Word, Communication Skills, Brand Awareness, Marketing, Microsoft Office, Microsoft Excel, Photography, Marketing Communications, Organization, Writing, Instagram, Web Content, Marketing Strategy, Op-eds, Pitching Media, Social Media..., Social Media Advertising, Social Media Measurement, Business Administration, Leadership, Google Docs, Windows 8, Communication
Education
Florida State University 2014 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Florida State University 2010 — 2014
Bachelor's Degree, Communication and Media Studies
J.P. Morgan May 2015 - Present
Florida State University May 2014 - May 2015
Sachs Media Group January 2014 - December 2014
Olympia Media Group September 2013 - April 2014
Southern Tide August 2011 - April 2014
Wireless Zone - Verizon Wireless Premium Retailer May 2012 - August 2012
Florida House of Representatives January 2012 - April 2012
Florida House of Representatives February 2011 - April 2011
Skills
Public Relations, Social Media, Facebook, Social Media Marketing, Press Releases, Time Management, Public Speaking, Microsoft Word, Communication Skills, Brand Awareness, Marketing, Microsoft Office, Microsoft Excel, Photography, Marketing Communications, Organization, Writing, Instagram, Web Content, Marketing Strategy, Op-eds, Pitching Media, Social Media..., Social Media Advertising, Social Media Measurement, Business Administration, Leadership, Google Docs, Windows 8, Communication
Education
Florida State University 2014 — 2015
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Florida State University 2010 — 2014
Bachelor's Degree, Communication and Media Studies
Albert Soulier Albert Soulier's J.P. Morgan Experience August 2013 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Merrill Lynch July 2012 - August 2013
Bank of America Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Alternative Investments, Access, Financial Modeling, Investments, Banking
Education
Florida International University - College of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan August 2013 - Present
Merrill Lynch July 2012 - August 2013
Bank of America Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Alternative Investments, Access, Financial Modeling, Investments, Banking
Education
Florida International University - College of Business Administration 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Brian Cosgrove's J.P. Morgan Experience August 2014 - Present
Job Credit Analyst at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
JPMorgan Chase April 2013 - July 2014
JPMorgan Chase June 2011 - March 2013
Florida State Univeristy Senior Class Council April 2011 - April 2012
Florida State University Financial Management Association April 2011 - April 2012
Student Alumni Association January 2009 - December 2011
Florida State University Student Government Association April 2010 - April 2011
US STRATEGIES CORP May 2010 - August 2010
FLORIDA FIGHTING POSSUMS LACROSSE May 2009 - August 2009
GARAGE TEK OF NORTH FLORIDA January 2005 - June 2007
Education
Florida State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Florida State University 2008 — 2012
Bachelors of Science, Finance
J.P. Morgan August 2014 - Present
JPMorgan Chase April 2013 - July 2014
JPMorgan Chase June 2011 - March 2013
Florida State Univeristy Senior Class Council April 2011 - April 2012
Florida State University Financial Management Association April 2011 - April 2012
Student Alumni Association January 2009 - December 2011
Florida State University Student Government Association April 2010 - April 2011
US STRATEGIES CORP May 2010 - August 2010
FLORIDA FIGHTING POSSUMS LACROSSE May 2009 - August 2009
GARAGE TEK OF NORTH FLORIDA January 2005 - June 2007
Education
Florida State University 2008 — 2012
Bachelor of Science (BS), Finance, General
Florida State University 2008 — 2012
Bachelors of Science, Finance
Robert Maddock, CMFC® Robert Maddock, CMFC®'s J.P. Morgan Experience March 2015 - Present
Job Associate Internal Client Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Stifel Financial Corp. April 2014 - March 2015
Stifel, Nicolaus & Company July 2012 - May 2014
Wells Fargo Advisors, LLC November 2011 - July 2012
Mass Mutual February 2011 - November 2011
Education
Fontbonne University 2010 — 2011
Graduate, Masters of Business Administration
University of Mississippi - School of Business Administration 2006 — 2010
BA, Marketing
J.P. Morgan March 2015 - Present
Stifel Financial Corp. April 2014 - March 2015
Stifel, Nicolaus & Company July 2012 - May 2014
Wells Fargo Advisors, LLC November 2011 - July 2012
Mass Mutual February 2011 - November 2011
Education
Fontbonne University 2010 — 2011
Graduate, Masters of Business Administration
University of Mississippi - School of Business Administration 2006 — 2010
BA, Marketing
Matthew Yeung Matthew Yeung's J.P. Morgan Experience July 2011 - July 2011
Job Attended University of California, San Diego
Industry Banking
Experience
China Merchants Bank August 2012 - September 2012
J.P. Morgan July 2011 - July 2011
Education
University of California, San Diego 2012 — 2014
Bachelor of Arts (B.A.), Economics, Finance Minor
Foothill College 2010 — 2012
Associate of Arts (A.A.), Communication, General
Oshkosh North High School
High School Diploma
Pui Kiu Middle School 2004 — 2009
High School Diploma HKCEE
China Merchants Bank August 2012 - September 2012
J.P. Morgan July 2011 - July 2011
Education
University of California, San Diego 2012 — 2014
Bachelor of Arts (B.A.), Economics, Finance Minor
Foothill College 2010 — 2012
Associate of Arts (A.A.), Communication, General
Oshkosh North High School
High School Diploma
Pui Kiu Middle School 2004 — 2009
High School Diploma HKCEE
Simone Facey Simone Facey's J.P. Morgan Experience November 2008 - August 2012
Job MBA & MPP Candidate at The University of Chicago
Industry Financial Services
Experience
The University of Chicago April 2013 - June 2015
The University of Chicago September 2013 - December 2014
USAID June 2014 - August 2014
Mission Measurement February 2014 - April 2014
Deloitte June 2013 - August 2013
J.P. Morgan November 2008 - August 2012
J.P. Morgan July 2007 - October 2008
J.P. Morgan June 2006 - August 2006
Deloitte & Touche January 2006 - April 2006
J.P. Morgan June 2005 - August 2005
Skills
Financial Projection, Financial Accounting, Valuation, DCF, Financial Markets, Sales, Microsoft Office, HTML, Teaching, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Hedge Funds
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Merit Scholar
The University of Chicago - Harris School of Public Policy 2012 — 2015
Master of Public Policy (MPP), Irving B. Harris Fellow
Florida A&M University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General, Summa Cum Laude (GPA: 4.0/4.0)
The University of Chicago April 2013 - June 2015
The University of Chicago September 2013 - December 2014
USAID June 2014 - August 2014
Mission Measurement February 2014 - April 2014
Deloitte June 2013 - August 2013
J.P. Morgan November 2008 - August 2012
J.P. Morgan July 2007 - October 2008
J.P. Morgan June 2006 - August 2006
Deloitte & Touche January 2006 - April 2006
J.P. Morgan June 2005 - August 2005
Skills
Financial Projection, Financial Accounting, Valuation, DCF, Financial Markets, Sales, Microsoft Office, HTML, Teaching, Microsoft Word, Customer Service, PowerPoint, Microsoft Excel, Hedge Funds
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Merit Scholar
The University of Chicago - Harris School of Public Policy 2012 — 2015
Master of Public Policy (MPP), Irving B. Harris Fellow
Florida A&M University 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General, Summa Cum Laude (GPA: 4.0/4.0)
David Flach's J.P. Morgan Experience 1996 - 2004
Job President at Neurolinc corp.
Industry Medical Devices
Experience
Neurolinc corp. 2004 - Present
J.P. Morgan 1996 - 2004
Skills
Financial Analysis
Education
Florida State University 1990 — 1993
Finance, General
Neurolinc corp. 2004 - Present
J.P. Morgan 1996 - 2004
Skills
Financial Analysis
Education
Florida State University 1990 — 1993
Finance, General
Qi (Edwards) Pan Qi (Edwards) Pan's J.P. Morgan Experience June 2014 - August 2014
Job Structured Finance Default Research at Moody's Investors Service / Fordham University MSQF Alumni
Industry Financial Services
Experience
Moody's Investors Service August 2015 - Present
Société Générale March 2015 - August 2015
Fordham University September 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Skills
Bloomberg, VBA, SAS, Matlab, Risk Management, Microsoft Office, Quantitative Research, C++, Equity Valuation, Macro Analysis, Portfolio Optimization, Alternative Investments, Microsoft SQL Server, ETFs, Tactical Asset..., Python
Education
Fordham University - Graduate School of Business Administration
Master's Degree, Quantitative Finance, 3.96/4.0
Renmin University of China
Bachelor's Degree, International Economics
Moody's Investors Service August 2015 - Present
Société Générale March 2015 - August 2015
Fordham University September 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Skills
Bloomberg, VBA, SAS, Matlab, Risk Management, Microsoft Office, Quantitative Research, C++, Equity Valuation, Macro Analysis, Portfolio Optimization, Alternative Investments, Microsoft SQL Server, ETFs, Tactical Asset..., Python
Education
Fordham University - Graduate School of Business Administration
Master's Degree, Quantitative Finance, 3.96/4.0
Renmin University of China
Bachelor's Degree, International Economics
Ginger McCourt, MBA's J.P. Morgan Experience July 2014 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
J.P. Morgan July 2014 - Present
Celedinas Insurance Group September 2010 - July 2014
Celedinas Insurance Group March 2010 - September 2010
Skills
Property & Casualty..., MBA, Strategic Planning, Negotiation, Leadership, Microsoft Excel, Public Speaking
Education
Florida Atlantic University 2010 — 2012
MBA, Business Administration
Florida Atlantic University 2005 — 2009
Business Administration, Finance and Management
Morgan Stanley July 2015 - Present
J.P. Morgan July 2014 - Present
Celedinas Insurance Group September 2010 - July 2014
Celedinas Insurance Group March 2010 - September 2010
Skills
Property & Casualty..., MBA, Strategic Planning, Negotiation, Leadership, Microsoft Excel, Public Speaking
Education
Florida Atlantic University 2010 — 2012
MBA, Business Administration
Florida Atlantic University 2005 — 2009
Business Administration, Finance and Management
Meredith Baker's J.P. Morgan Experience April 2015 - August 2015
Job Advisor Assistant at Waddell & Reed Financial Advisors
Industry Financial Services
Experience
Waddell & Reed August 2015 - Present
J.P. Morgan April 2015 - August 2015
Waddell & Reed January 2015 - May 2015
Tuscan Sun Coffee House August 2014 - March 2015
The TJX Companies, Inc. March 2012 - July 2012
Florida State House of Representatives March 2011 - March 2011
Florida State House of Representatives March 2010 - March 2010
Skills
Customer Service, People Skills, Leadership, Writing, Stata, Microsoft Excel, Microsoft Word, Microsoft Office, POS, Time Management, Sales, Teamwork, Retail, Merchandising, Social Networking, Inventory Management, Retail Sales, PowerPoint
Education
Florida State University 2012 — 2016
Bachelor of Science (BS), Applied Economics, 3.7/4.0 GPA
Florida State University 2012 — 2016
Bachelor's Degree, Finance, General, 3.7/4.0 GPA
Waddell & Reed August 2015 - Present
J.P. Morgan April 2015 - August 2015
Waddell & Reed January 2015 - May 2015
Tuscan Sun Coffee House August 2014 - March 2015
The TJX Companies, Inc. March 2012 - July 2012
Florida State House of Representatives March 2011 - March 2011
Florida State House of Representatives March 2010 - March 2010
Skills
Customer Service, People Skills, Leadership, Writing, Stata, Microsoft Excel, Microsoft Word, Microsoft Office, POS, Time Management, Sales, Teamwork, Retail, Merchandising, Social Networking, Inventory Management, Retail Sales, PowerPoint
Education
Florida State University 2012 — 2016
Bachelor of Science (BS), Applied Economics, 3.7/4.0 GPA
Florida State University 2012 — 2016
Bachelor's Degree, Finance, General, 3.7/4.0 GPA
Alfredo E. Michael's J.P. Morgan Experience March 2012 - Present
Job J.P. Morgan Private Bank LATAM
Industry Financial Services
Experience
J.P. Morgan March 2012 - Present
New England Securities January 2011 - February 2012
Merrill Lynch June 2008 - January 2011
Skills
Fluent English, Fluent Spanish, Series 7, Series 63, Investments, Portfolio Management, Mutual Funds, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Investment Strategies, Securities, Asset Management, English, Equities, Finance, Financial Advisory, Financial Analysis, Investment Advisory, Microsoft Office, Uniform Combined State..., Strategic Planning
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Florida International University 2004 — 2008
Minor in Arts & Sciences, Economics
Florida International University - College of Business Administration 2004 — 2008
Bachelor of Business Administration, Finance
J.P. Morgan March 2012 - Present
New England Securities January 2011 - February 2012
Merrill Lynch June 2008 - January 2011
Skills
Fluent English, Fluent Spanish, Series 7, Series 63, Investments, Portfolio Management, Mutual Funds, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Investment Strategies, Securities, Asset Management, English, Equities, Finance, Financial Advisory, Financial Analysis, Investment Advisory, Microsoft Office, Uniform Combined State..., Strategic Planning
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Florida International University 2004 — 2008
Minor in Arts & Sciences, Economics
Florida International University - College of Business Administration 2004 — 2008
Bachelor of Business Administration, Finance
Andrea Barrezueta Andrea Barrezueta's J.P. Morgan Experience August 2012 - Present
Job Investor, Executive Director, Global Investment Opportunities at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan August 2012 - Present
HSBC Corporate, Investment Banking & Markets May 2006 - August 2012
Wells Fargo Capital Markets June 2004 - May 2006
Wells Fargo 2004 - 2006
Citigroup Private Bank September 2002 - May 2004
Citi Private Bank 2000 - 2004
Citigroup Private Bank April 2000 - September 2002
Skills
Equities, Commodity, Foreign Exchange, Structured Products, Wealth Management, Derivatives, Financial Structuring, Currency, Hedging, Rates, Fixed Income, Alternative Investments, FX Options, Financial Risk, Investments, Portfolio Management, Private Equity, Structured Finance, Trading, Valuation
Education
Thunderbird, the Gavin School of International Management 1999 — 2000
MBA
Thunderbird School of Global Management 1998 — 1999
Masters in International Management
Florida International University 1993 — 1995
BBA
J.P. Morgan August 2012 - Present
HSBC Corporate, Investment Banking & Markets May 2006 - August 2012
Wells Fargo Capital Markets June 2004 - May 2006
Wells Fargo 2004 - 2006
Citigroup Private Bank September 2002 - May 2004
Citi Private Bank 2000 - 2004
Citigroup Private Bank April 2000 - September 2002
Skills
Equities, Commodity, Foreign Exchange, Structured Products, Wealth Management, Derivatives, Financial Structuring, Currency, Hedging, Rates, Fixed Income, Alternative Investments, FX Options, Financial Risk, Investments, Portfolio Management, Private Equity, Structured Finance, Trading, Valuation
Education
Thunderbird, the Gavin School of International Management 1999 — 2000
MBA
Thunderbird School of Global Management 1998 — 1999
Masters in International Management
Florida International University 1993 — 1995
BBA
Caterina Gomez's J.P. Morgan Experience February 2015 - Present
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan January 2013 - January 2015
Shay Financial Services, Inc. January 2012 - December 2012
Shay Financial Services, Inc. January 2006 - December 2011
Shay Financial Services, Inc. July 2002 - December 2005
Shay Financial Services, Inc. June 2000 - June 2002
Saks Fifth Avenue April 2000 - June 2000
Skills
SERIES 7 LICENSE, SERIES 63 LICENSE, Bloomberg literate, Series 7, Financial Services, Securities, Portfolio Management, Banking, Investments, Risk Management, Financial Analysis, Corporate Finance, Series 63, Capital Markets, Asset Management, Fixed Income, Wealth Management, Loans, Finance, Bloomberg, Bonds, Private Banking, High Net Worth..., People Skills, Customer Satisfaction, Operational Efficiency, Equities, Trading, Treasury Management
Education
Florida International University
International Business & Finance
Universidad de Piura
Business Administration
J.P. Morgan February 2015 - Present
J.P. Morgan January 2013 - January 2015
Shay Financial Services, Inc. January 2012 - December 2012
Shay Financial Services, Inc. January 2006 - December 2011
Shay Financial Services, Inc. July 2002 - December 2005
Shay Financial Services, Inc. June 2000 - June 2002
Saks Fifth Avenue April 2000 - June 2000
Skills
SERIES 7 LICENSE, SERIES 63 LICENSE, Bloomberg literate, Series 7, Financial Services, Securities, Portfolio Management, Banking, Investments, Risk Management, Financial Analysis, Corporate Finance, Series 63, Capital Markets, Asset Management, Fixed Income, Wealth Management, Loans, Finance, Bloomberg, Bonds, Private Banking, High Net Worth..., People Skills, Customer Satisfaction, Operational Efficiency, Equities, Trading, Treasury Management
Education
Florida International University
International Business & Finance
Universidad de Piura
Business Administration
Matthew Laird Matthew Laird's J.P. Morgan Experience May 2005 - March 2015
Job Teaching Fellow at NYC Teaching Fellows
Industry
Experience
High School of Economics & Finance September 2015 - Present
NYC Teaching Fellows May 2015 - Present
J.P. Morgan May 2005 - March 2015
SunTrust Investment Services, Inc. March 2004 - March 2005
Bear Stearns & Company January 2003 - December 2003
Skills
Program/Algorithmic..., ETFs, Equity Index Derivatives, Market Structure, Pre/Post Trade Analytics
Education
LIU Brooklyn 2015 — 2017
Master’s Degree, Special Education and Teaching
Florida State University 1998 — 2002
Bachelor's Degree, History/Political Science
High School of Economics & Finance September 2015 - Present
NYC Teaching Fellows May 2015 - Present
J.P. Morgan May 2005 - March 2015
SunTrust Investment Services, Inc. March 2004 - March 2005
Bear Stearns & Company January 2003 - December 2003
Skills
Program/Algorithmic..., ETFs, Equity Index Derivatives, Market Structure, Pre/Post Trade Analytics
Education
LIU Brooklyn 2015 — 2017
Master’s Degree, Special Education and Teaching
Florida State University 1998 — 2002
Bachelor's Degree, History/Political Science
Jessica Siqueira Manzano Jessica Siqueira Manzano's J.P. Morgan Experience February 2015 - Present
Job Vice President Investment Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan April 2013 - February 2015
BAC Florida Investments, Corp January 2012 - April 2013
BAC Florida Investments June 2007 - December 2011
World Trade Center Miami July 2006 - August 2006
Meg Green & Associates June 2006 - July 2006
Washington Mutual Bank May 2005 - August 2005
Express Limited Brands 2003-2004 August 2003 - August 2004
South Florida Hispanic Chamber of Commerce 2003 - 2004
Skills
Investments, Emerging Markets, Portfolio Management, Trading, Bonds, Bloomberg, Fixed Income, Asset Management, Banking, Capital Markets, Financial Analysis, Financial Markets, Private Banking, Structured Finance, Wealth Management...
Education
Florida International University - College of Business Administration 2011 — 2012
Master's of Science in Finance, Finance
Smith College 2004 — 2007
B.A., Economics, 3.78
Miami Dade College 2002 — 2004
AA, Business Administration
J.P. Morgan February 2015 - Present
J.P. Morgan April 2013 - February 2015
BAC Florida Investments, Corp January 2012 - April 2013
BAC Florida Investments June 2007 - December 2011
World Trade Center Miami July 2006 - August 2006
Meg Green & Associates June 2006 - July 2006
Washington Mutual Bank May 2005 - August 2005
Express Limited Brands 2003-2004 August 2003 - August 2004
South Florida Hispanic Chamber of Commerce 2003 - 2004
Skills
Investments, Emerging Markets, Portfolio Management, Trading, Bonds, Bloomberg, Fixed Income, Asset Management, Banking, Capital Markets, Financial Analysis, Financial Markets, Private Banking, Structured Finance, Wealth Management...
Education
Florida International University - College of Business Administration 2011 — 2012
Master's of Science in Finance, Finance
Smith College 2004 — 2007
B.A., Economics, 3.78
Miami Dade College 2002 — 2004
AA, Business Administration
Brian Carvajal Brian Carvajal's J.P. Morgan Experience June 2015 - August 2015
Job Business Management & Planning and Analysis
Industry Financial Services
Experience
ALPFA FIU January 2014 - Present
J.P. Morgan June 2015 - August 2015
Wells Fargo May 2014 - August 2014
Florida International University May 2013 - April 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Outlook, Public Speaking, Leadership, Access, Analysis, Time Management, Valuation
Education
Florida International University - College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Florida International University - College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), International Business
Florida International University - College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Certification in Banking and International Bank Management
ALPFA FIU January 2014 - Present
J.P. Morgan June 2015 - August 2015
Wells Fargo May 2014 - August 2014
Florida International University May 2013 - April 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Teamwork, Outlook, Public Speaking, Leadership, Access, Analysis, Time Management, Valuation
Education
Florida International University - College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Florida International University - College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), International Business
Florida International University - College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Certification in Banking and International Bank Management
Michelle Gonzalez Michelle Gonzalez's J.P. Morgan Experience May 2009 - July 2011
Job Contract Attorney at Update Legal
Industry Law Practice
Experience
Terranova Corporation September 2014 - December 2014
Raul R. Lopez, P.A. December 2013 - September 2014
St. Thomas Law Review May 2013 - May 2014
St. Thomas University School of Law August 2012 - May 2014
Eleventh Judicial Circuit of Florida May 2013 - July 2013
J.P. Morgan May 2009 - July 2011
Skills
Strategy, Leadership, Sales, Management, Banking, Organization, Research, Always Punctual, Sales Management, Legal Writing, Time Management, Westlaw, Public Speaking, Lexis, Legal Research, Editing, Customer Service, Microsoft Office, PowerPoint, LexisNexis, Litigation, Microsoft Excel, Microsoft Word, Legal Assistance, Spanish
Education
St. Thomas University School of Law 2011 — 2014
Doctor of Law (J.D.), Cum Laude
Florida International University 2008 — 2011
Bachelor of Arts (B.A.), Political Science and Philosophy
Terranova Corporation September 2014 - December 2014
Raul R. Lopez, P.A. December 2013 - September 2014
St. Thomas Law Review May 2013 - May 2014
St. Thomas University School of Law August 2012 - May 2014
Eleventh Judicial Circuit of Florida May 2013 - July 2013
J.P. Morgan May 2009 - July 2011
Skills
Strategy, Leadership, Sales, Management, Banking, Organization, Research, Always Punctual, Sales Management, Legal Writing, Time Management, Westlaw, Public Speaking, Lexis, Legal Research, Editing, Customer Service, Microsoft Office, PowerPoint, LexisNexis, Litigation, Microsoft Excel, Microsoft Word, Legal Assistance, Spanish
Education
St. Thomas University School of Law 2011 — 2014
Doctor of Law (J.D.), Cum Laude
Florida International University 2008 — 2011
Bachelor of Arts (B.A.), Political Science and Philosophy
Anthony S. Carpanese's J.P. Morgan Experience July 2014 - Present
Job Business Analyst at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Skills
Mortgage Lending, Credit, Loans, Banking, Financial Analysis, Mortgage Banking, Loan Origination, Equities, Advertising, Online Advertising, Social Media Marketing, Graphic Design, Logo Design, Slogans, Management, Consumer Lending, Credit Analysis
Education
Florida State University 2007 — 2011
B.S., Marketing
J.P. Morgan July 2014 - Present
Skills
Mortgage Lending, Credit, Loans, Banking, Financial Analysis, Mortgage Banking, Loan Origination, Equities, Advertising, Online Advertising, Social Media Marketing, Graphic Design, Logo Design, Slogans, Management, Consumer Lending, Credit Analysis
Education
Florida State University 2007 — 2011
B.S., Marketing
Sarah Mannone Sarah Mannone's J.P. Morgan Experience November 2007 - April 2013
Job Business Development Manager at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America December 2014 - Present
Exeter Finance Corp April 2013 - November 2014
J.P. Morgan November 2007 - April 2013
GTE Federal Credit Union January 2004 - October 2007
Skills
Banking, Compliance, Customer Relations, Customer Service, Coaching, Credit Analysis, Consumer Lending, Commercial Lending, Loans, Profit, Pricing, Credit Risk, Finance, Risk Management, Loan Origination, Relationship Management, Portfolio Management, Financial Services, Customer Satisfaction, Funding, Sales, Retail Banking, Team Building
Education
Florida Metropolitan University 1996 — 2000
Bachelor of Business Administration, Business
Hyundai Capital America December 2014 - Present
Exeter Finance Corp April 2013 - November 2014
J.P. Morgan November 2007 - April 2013
GTE Federal Credit Union January 2004 - October 2007
Skills
Banking, Compliance, Customer Relations, Customer Service, Coaching, Credit Analysis, Consumer Lending, Commercial Lending, Loans, Profit, Pricing, Credit Risk, Finance, Risk Management, Loan Origination, Relationship Management, Portfolio Management, Financial Services, Customer Satisfaction, Funding, Sales, Retail Banking, Team Building
Education
Florida Metropolitan University 1996 — 2000
Bachelor of Business Administration, Business
Laura Takacs Laura Takacs's J.P. Morgan Experience June 2015 - August 2015
Job Business Advisory Services Intern at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP September 2015 - Present
J.P. Morgan June 2015 - August 2015
Dorot & Bensimon PL December 2014 - May 2015
JPMorgan Chase September 2012 - February 2014
Skills
Customer Service, Budgets, Public Speaking, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Windows, Strategic Planning, Sales, Leadership, English, Research, Interviewing, Corporate Finance, Banking, Foreign Languages, Spanish, French, Portuguese, Social Media
Education
SKEMA Business School 2014 — 2015
Finance, Finance and International Business
Florida International University 2012 — 2015
Bachelor of Finance, Banking, Corporate, Finance, and Securities Law
Grant Thornton LLP September 2015 - Present
J.P. Morgan June 2015 - August 2015
Dorot & Bensimon PL December 2014 - May 2015
JPMorgan Chase September 2012 - February 2014
Skills
Customer Service, Budgets, Public Speaking, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Windows, Strategic Planning, Sales, Leadership, English, Research, Interviewing, Corporate Finance, Banking, Foreign Languages, Spanish, French, Portuguese, Social Media
Education
SKEMA Business School 2014 — 2015
Finance, Finance and International Business
Florida International University 2012 — 2015
Bachelor of Finance, Banking, Corporate, Finance, and Securities Law
Arnaldo Issa Visani Arnaldo Issa Visani's J.P. Morgan Experience June 2014 - August 2014
Job MBA Candidate, Class of 2015 at Fordham University
Industry Financial Services
Experience
Fordham University September 2013 - Present
J.P. Morgan June 2014 - August 2014
Inversora Lockey, C.A. April 2011 - August 2013
Corporacion Logica, C.A. January 2010 - April 2011
Skills
Project Management, Engineering, AutoCAD, Leadership, Microsoft Office, Project Planning, Operations Management, Spanish, Microsoft Excel, Financial Analysis, Management, Strategic Planning
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance and Management
Universidad Metropolitana (VE) 2005 — 2010
Engineer's degree, Civil Engineering
Fordham University September 2013 - Present
J.P. Morgan June 2014 - August 2014
Inversora Lockey, C.A. April 2011 - August 2013
Corporacion Logica, C.A. January 2010 - April 2011
Skills
Project Management, Engineering, AutoCAD, Leadership, Microsoft Office, Project Planning, Operations Management, Spanish, Microsoft Excel, Financial Analysis, Management, Strategic Planning
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance and Management
Universidad Metropolitana (VE) 2005 — 2010
Engineer's degree, Civil Engineering
Corey Feeley's J.P. Morgan Experience June 2013 - Present
Job Associate, Experienced & Executive Recruiting at J.P. Morgan
Industry Staffing and Recruiting
Experience
J.P. Morgan June 2013 - Present
MWW Group April 2013 - June 2013
Russell, Tobin & Associates, LLC October 2011 - April 2013
Status Stalker LLC July 2010 - October 2011
Skills
Executive Search, Strategic Sourcing, Talent Acquisition, Recruiting, Legal Search, Account Management, Interview Skills, Legal Marketing, Google Analytics, SEO, SEM, PowerPoint, Word, Excel, Google Adwords, Adsense, Google Docs, Online Marketing, Email Marketing, Digital Marketing, Promotions, Social Media Marketing, Social Media, Outlook, New Business Development, Advertising, Social Networking, Cold Calling, Facebook, PPC, Start-ups, Web Analytics, Microsoft Office, Microsoft Excel, Talent Management, Microsoft Word
Education
Florida Atlantic University 2009 — 2010
Bachelor's, Marketing
University of Central Florida 2005 — 2009
J.P. Morgan June 2013 - Present
MWW Group April 2013 - June 2013
Russell, Tobin & Associates, LLC October 2011 - April 2013
Status Stalker LLC July 2010 - October 2011
Skills
Executive Search, Strategic Sourcing, Talent Acquisition, Recruiting, Legal Search, Account Management, Interview Skills, Legal Marketing, Google Analytics, SEO, SEM, PowerPoint, Word, Excel, Google Adwords, Adsense, Google Docs, Online Marketing, Email Marketing, Digital Marketing, Promotions, Social Media Marketing, Social Media, Outlook, New Business Development, Advertising, Social Networking, Cold Calling, Facebook, PPC, Start-ups, Web Analytics, Microsoft Office, Microsoft Excel, Talent Management, Microsoft Word
Education
Florida Atlantic University 2009 — 2010
Bachelor's, Marketing
University of Central Florida 2005 — 2009
Kimberly Maya Kimberly Maya's J.P. Morgan Experience October 2014 - Present
Job Student at Florida International University
Industry Marketing and Advertising
Experience
J.P. Morgan October 2014 - Present
Photostar 2009 - Present
Just One llc June 2014 - August 2014
Cosi Productions June 2014 - July 2014
International Beauty Exchange 2013 - 2013
Skills
Microsoft Office, Customer Service, Digital Photography, Social Media, Advertising, Photography, Public Relations, Marketing, Photoshop, Graphic Design, Social Media Marketing, Social Networking, Event Planning, Journalism, Marketing Communications, Corporate Communications, Microsoft Word, Media Relations
Education
Florida International University 2014 — 2016
Bachelor's Degree
Miami Dade College 2013 — 2014
Associate's Degree
Barbara Goleman Senior Highschool 2009 — 2013
High School
J.P. Morgan October 2014 - Present
Photostar 2009 - Present
Just One llc June 2014 - August 2014
Cosi Productions June 2014 - July 2014
International Beauty Exchange 2013 - 2013
Skills
Microsoft Office, Customer Service, Digital Photography, Social Media, Advertising, Photography, Public Relations, Marketing, Photoshop, Graphic Design, Social Media Marketing, Social Networking, Event Planning, Journalism, Marketing Communications, Corporate Communications, Microsoft Word, Media Relations
Education
Florida International University 2014 — 2016
Bachelor's Degree
Miami Dade College 2013 — 2014
Associate's Degree
Barbara Goleman Senior Highschool 2009 — 2013
High School
Joshua Lavender Joshua Lavender's J.P. Morgan Experience October 2014 - Present
Job Americas Head of Consultant Relations J.P. Morgan Corporate & Investment Bank Investor Services
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
J.P.Morgan February 2009 - September 2014
J.P. Morgan July 2008 - January 2009
General Motors Asset Management April 1995 - July 2008
Merrill Lynch Asset Management February 1992 - April 1995
Skills
Fixed Income, Securities Lending, Investments, Mutual Funds, Investment Banking, Hedge Funds, Financial Markets, Equities, Asset Management, Alternative Investments, Securities, Capital Markets, Trading, Collateral Management, Bloomberg, Derivatives, Back Office, Swaps, Strategy, Finance, Asset Managment, Bonds, Investment Management, Sales, Sales Presentations, Marketing, Marketing Strategy, Positioning
Education
Fordham University - Graduate School of Business Administration
M.B.A., Finance
Rutgers, The State University of New Jersey-New Brunswick
B.S., Accounting
J.P. Morgan October 2014 - Present
J.P.Morgan February 2009 - September 2014
J.P. Morgan July 2008 - January 2009
General Motors Asset Management April 1995 - July 2008
Merrill Lynch Asset Management February 1992 - April 1995
Skills
Fixed Income, Securities Lending, Investments, Mutual Funds, Investment Banking, Hedge Funds, Financial Markets, Equities, Asset Management, Alternative Investments, Securities, Capital Markets, Trading, Collateral Management, Bloomberg, Derivatives, Back Office, Swaps, Strategy, Finance, Asset Managment, Bonds, Investment Management, Sales, Sales Presentations, Marketing, Marketing Strategy, Positioning
Education
Fordham University - Graduate School of Business Administration
M.B.A., Finance
Rutgers, The State University of New Jersey-New Brunswick
B.S., Accounting
Patrick Fisher's J.P. Morgan Experience October 2009 - October 2012
Job Citi Global Rewards
Industry Banking
Experience
Citi September 2014 - Present
Bank of America February 2011 - August 2014
J.P. Morgan October 2009 - October 2012
Skills
Testing, Quality Assurance, User Acceptance Testing, Operating Systems, Change Management, Networking, Hardware, Banking, Retail Banking, Credit, Loans, Commercial Banking, Refinance, FHA, Mortgage Lending, Test Planning, Business Requirements, Customer Service, Leadership, Management, Analysis, HP Quality Center
Education
Florida State University - College of Business
Associate of Arts (AA), Computer Network Technology
Citi September 2014 - Present
Bank of America February 2011 - August 2014
J.P. Morgan October 2009 - October 2012
Skills
Testing, Quality Assurance, User Acceptance Testing, Operating Systems, Change Management, Networking, Hardware, Banking, Retail Banking, Credit, Loans, Commercial Banking, Refinance, FHA, Mortgage Lending, Test Planning, Business Requirements, Customer Service, Leadership, Management, Analysis, HP Quality Center
Education
Florida State University - College of Business
Associate of Arts (AA), Computer Network Technology
Laura Ayala's J.P. Morgan Experience June 2015 - Present
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Nordstrom October 2014 - December 2014
Wells Fargo June 2014 - August 2014
Nordstrom September 2012 - May 2014
Wells Fargo April 2014 - April 2014
AX Armani Exchange April 2011 - September 2012
Patacon Pisado October 2010 - March 2011
Skills
Communication, Business Analysis, Business Decision Making, Business Strategy, Strategic Planning, Timely Decision Making, Team Leadership, Teamwork, Problem Solving, Leadership, Retail, Analysis, Sales Management, Finance, Sales, Management, Credit, Customer Service
Education
Florida International University 2014 — 2016
Bachelor's Degree, Finance and International Business, 4.0/4.0
SKEMA Business School 2015 — 2015
Bachelor's Degree, International Business and Finance
Miami Dade College 2012 — 2014
Associate's Degree, Finance and International Business, GPA: 3.93/4.0
John A. Ferguson Senior High 2008 — 2012
High School Diploma
J.P. Morgan June 2015 - Present
Nordstrom October 2014 - December 2014
Wells Fargo June 2014 - August 2014
Nordstrom September 2012 - May 2014
Wells Fargo April 2014 - April 2014
AX Armani Exchange April 2011 - September 2012
Patacon Pisado October 2010 - March 2011
Skills
Communication, Business Analysis, Business Decision Making, Business Strategy, Strategic Planning, Timely Decision Making, Team Leadership, Teamwork, Problem Solving, Leadership, Retail, Analysis, Sales Management, Finance, Sales, Management, Credit, Customer Service
Education
Florida International University 2014 — 2016
Bachelor's Degree, Finance and International Business, 4.0/4.0
SKEMA Business School 2015 — 2015
Bachelor's Degree, International Business and Finance
Miami Dade College 2012 — 2014
Associate's Degree, Finance and International Business, GPA: 3.93/4.0
John A. Ferguson Senior High 2008 — 2012
High School Diploma
Sherry Coles Sherry Coles's J.P. Morgan Experience 2007 - 2009
Job Registered Tax Return Preparer and Accountant
Industry Financial Services
Experience
Know Tax, LLC 1975 - Present
Federal Deposit Insurance Corporation July 2010 - April 2014
J.P. Morgan 2007 - 2009
Wells Fargo 2005 - 2006
The Bank of New York (BNY Mellon) 1997 - 2005
Fleet Bank (FleetBoston Financial) 1992 - 1994
Citibank 1977 - 1992
Arthur Andersen & Co. 1974 - 1977
Skills
Investments, Financial Analysis, Banking, Credit, Loans, Mortgage Lending, Relationship Management, Finance, Wealth Management, Financial Risk, Management, Analysis, Corporate Finance, Auditing, Financial Services, Mortgage Banking, Leadership, Accounting, Structured Finance, Portfolio Management, Credit Analysis, Risk Management, Credit Risk, Commercial Lending, Executive Management, Insurance, Valuation, Underwriting, Tax Preparation, Due Diligence, AML, Financial Institutions, Fraud, Investment Banking, Residential Mortgages, Asset Management, Securities, Private Banking, Capital Markets, Mutual Funds, Loan Origination, Real Estate, Commercial Banking, Cash Management, Investment Management, Operational Risk, Strategic Financial..., Enterprise Risk..., Treasury Management, Loan Servicing
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA, Finance
University of Cincinnati College of Business 1970 — 1974
BBA, Accounting
Baruch College
Certified Financial Planning Courses
Citibank Officer Credit Analysis Training Program
Professional Development
Know Tax, LLC 1975 - Present
Federal Deposit Insurance Corporation July 2010 - April 2014
J.P. Morgan 2007 - 2009
Wells Fargo 2005 - 2006
The Bank of New York (BNY Mellon) 1997 - 2005
Fleet Bank (FleetBoston Financial) 1992 - 1994
Citibank 1977 - 1992
Arthur Andersen & Co. 1974 - 1977
Skills
Investments, Financial Analysis, Banking, Credit, Loans, Mortgage Lending, Relationship Management, Finance, Wealth Management, Financial Risk, Management, Analysis, Corporate Finance, Auditing, Financial Services, Mortgage Banking, Leadership, Accounting, Structured Finance, Portfolio Management, Credit Analysis, Risk Management, Credit Risk, Commercial Lending, Executive Management, Insurance, Valuation, Underwriting, Tax Preparation, Due Diligence, AML, Financial Institutions, Fraud, Investment Banking, Residential Mortgages, Asset Management, Securities, Private Banking, Capital Markets, Mutual Funds, Loan Origination, Real Estate, Commercial Banking, Cash Management, Investment Management, Operational Risk, Strategic Financial..., Enterprise Risk..., Treasury Management, Loan Servicing
Education
Fordham University - Graduate School of Business Administration 1978 — 1980
MBA, Finance
University of Cincinnati College of Business 1970 — 1974
BBA, Accounting
Baruch College
Certified Financial Planning Courses
Citibank Officer Credit Analysis Training Program
Professional Development
Jason O'Brien's J.P. Morgan Experience August 2011 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
Skills
Series 7, Series 65, Series 63, Investments, Series 6, FL Life, Health and..., Wealth Management, Portfolio Management, Strategic Financial..., Asset Managment, Mutual Funds, Securities, Equities, Alternative Investments, 401k, Estate Planning, Retirement Planning, Financial Advisory, Wealth Management..., Loans
Education
Florida Atlantic University
Bachelor of Business Administration, Business
J.P. Morgan August 2011 - Present
Skills
Series 7, Series 65, Series 63, Investments, Series 6, FL Life, Health and..., Wealth Management, Portfolio Management, Strategic Financial..., Asset Managment, Mutual Funds, Securities, Equities, Alternative Investments, 401k, Estate Planning, Retirement Planning, Financial Advisory, Wealth Management..., Loans
Education
Florida Atlantic University
Bachelor of Business Administration, Business
Elizabeth Slack Cambareri's J.P. Morgan Experience April 2011 - Present
Job Vice President, Banker at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2011 - Present
Morgan Stanley Smith Barney January 2005 - April 2011
Merrill Lynch June 1996 - January 2005
Skills
Wealth Management, Financial Advisory, Finance, Banking, Wealth Management..., Wealth, Financial Analysis
Education
Florida State University 1989 — 1994
BS, Finance
Seabreeze High School 1986 — 1989
J.P. Morgan April 2011 - Present
Morgan Stanley Smith Barney January 2005 - April 2011
Merrill Lynch June 1996 - January 2005
Skills
Wealth Management, Financial Advisory, Finance, Banking, Wealth Management..., Wealth, Financial Analysis
Education
Florida State University 1989 — 1994
BS, Finance
Seabreeze High School 1986 — 1989
Michael J. Ayres Michael J. Ayres's J.P. Morgan Experience 2014 - Present
Job Sr. Business Risk Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2014 - Present
American Stock Transfer & Trust Co LLC - AST Investor Services Division 2012 - 2013
J. Streicher & Co. LLC 2010 - 2011
Cohen Capital Group LLC 2005 - 2010
LaBranche & Co. 2004 - 2005
Bear Wagner Specialists LLC 1991 - 2003
Skills
Equities, Series 7, Securities, Trading, Finance, Investments, Investor Relations, Capital Markets, Options, Equity Trading, Management, Mutual Funds, ETFs, Bloomberg, Fixed Income, Electronic Trading, Portfolio Management, Financial Services, Compliance, AML, KYC, OFAC, FINRA
Education
Fordham University - Graduate School of Business Administration
Hofstra University
BBA, Banking & Finance
New York University
New York University
J.P. Morgan 2014 - Present
American Stock Transfer & Trust Co LLC - AST Investor Services Division 2012 - 2013
J. Streicher & Co. LLC 2010 - 2011
Cohen Capital Group LLC 2005 - 2010
LaBranche & Co. 2004 - 2005
Bear Wagner Specialists LLC 1991 - 2003
Skills
Equities, Series 7, Securities, Trading, Finance, Investments, Investor Relations, Capital Markets, Options, Equity Trading, Management, Mutual Funds, ETFs, Bloomberg, Fixed Income, Electronic Trading, Portfolio Management, Financial Services, Compliance, AML, KYC, OFAC, FINRA
Education
Fordham University - Graduate School of Business Administration
Hofstra University
BBA, Banking & Finance
New York University
New York University
Daniel Rodriguez Obregon's J.P. Morgan Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
FIU College of Business Capital Markets Lab August 2013 - Present
J.P. Morgan June 2015 - August 2015
Student Managed Investment Fund (SMIF) August 2012 - May 2015
Bloomberg LP September 2013 - April 2015
PricewaterhouseCoopers LLP May 2014 - August 2014
ALPFA Honors Society - Florida International University Chapter September 2012 - May 2014
AXA Advisors May 2013 - June 2013
Phoenician Investment Fund January 2013 - April 2013
Florida International University United Campaign September 2012 - March 2013
Purchasing Southern International Corporation June 2010 - August 2012
Skills
Bloomberg Software, Bloomberg Data License, Microsoft Excel, Microsoft Office, Financial Analysis, Valuation Modeling, Public Speaking, Leadership Initiatives, Leadership, Strategic Planning, PowerPoint, Microsoft Word, Finance, Bloomberg, Valuation, Analysis, Investments, Investment Banking, Mutual Funds, Securities, Insurance, Budgets, Capital Markets, Asset Management, Bloomberg Terminal, Financial Modeling, Equity Research
Education
Florida International University 2012 — 2016
Bachelor's degree, Accounting and Finance
Christopher Columbus Highschool 2008 — 2012
FIU College of Business Capital Markets Lab August 2013 - Present
J.P. Morgan June 2015 - August 2015
Student Managed Investment Fund (SMIF) August 2012 - May 2015
Bloomberg LP September 2013 - April 2015
PricewaterhouseCoopers LLP May 2014 - August 2014
ALPFA Honors Society - Florida International University Chapter September 2012 - May 2014
AXA Advisors May 2013 - June 2013
Phoenician Investment Fund January 2013 - April 2013
Florida International University United Campaign September 2012 - March 2013
Purchasing Southern International Corporation June 2010 - August 2012
Skills
Bloomberg Software, Bloomberg Data License, Microsoft Excel, Microsoft Office, Financial Analysis, Valuation Modeling, Public Speaking, Leadership Initiatives, Leadership, Strategic Planning, PowerPoint, Microsoft Word, Finance, Bloomberg, Valuation, Analysis, Investments, Investment Banking, Mutual Funds, Securities, Insurance, Budgets, Capital Markets, Asset Management, Bloomberg Terminal, Financial Modeling, Equity Research
Education
Florida International University 2012 — 2016
Bachelor's degree, Accounting and Finance
Christopher Columbus Highschool 2008 — 2012
Bernardo Castro Bernardo Castro's J.P. Morgan Experience June 2014 - August 2014
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2015 - Present
Florida International University August 2011 - May 2015
J.P. Morgan June 2014 - August 2014
Sponsors for Educational Opportunity May 2014 - August 2014
Sony Pictures Entertainment February 2013 - August 2013
AIG May 2012 - September 2012
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Capital Markets, Leadership, PowerPoint, Bloomberg Terminal, Capital IQ, Microsoft Word, Public Speaking, Outlook
Education
Florida International University 2011 — 2015
B.A., Mathematics and economics
RBC Capital Markets July 2015 - Present
Florida International University August 2011 - May 2015
J.P. Morgan June 2014 - August 2014
Sponsors for Educational Opportunity May 2014 - August 2014
Sony Pictures Entertainment February 2013 - August 2013
AIG May 2012 - September 2012
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Capital Markets, Leadership, PowerPoint, Bloomberg Terminal, Capital IQ, Microsoft Word, Public Speaking, Outlook
Education
Florida International University 2011 — 2015
B.A., Mathematics and economics
Michael Sylvester, CIMA® Michael Sylvester, CIMA®'s J.P. Morgan Experience 2010 - 2011
Job Vice President at Wilshire Associates
Industry Investment Management
Experience
Wilshire Associates 2015 - Present
Fortigent, LLC 2012 - 2015
Fortigent, LLC 2012 - 2015
J.P. Morgan 2010 - 2011
Fidelity Investments 2005 - 2010
Education
Wharton School, University of Pennsylvania
CIMA
Fordham University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelor of Science (BS)
Loyola Blakefield
Wilshire Associates 2015 - Present
Fortigent, LLC 2012 - 2015
Fortigent, LLC 2012 - 2015
J.P. Morgan 2010 - 2011
Fidelity Investments 2005 - 2010
Education
Wharton School, University of Pennsylvania
CIMA
Fordham University - Graduate School of Business Administration 2009 — 2011
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelor of Science (BS)
Loyola Blakefield
Justin Gilchrist's J.P. Morgan Experience January 2014 - Present
Job Treasury Services Sales Associate at J.P. Morgan Corporate & Investment Bank
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan June 2012 - January 2014
Florida State University May 2011 - January 2012
Wells Fargo Private Mortgage Bank June 2011 - August 2011
Skills
Investments, Microsoft Office, Financial Modeling, PowerPoint, Financial Analysis, Microsoft Excel, Economics, Equity Derivatives, Interest Rate..., Visual Basic, Public Speaking, Credit, Leadership, Bloomberg, Risk Management, Equities
Education
Florida State University 2008 — 2012
Bachelors of Science, Finance
Florida State University 2008 — 2012
Bachelors of Science, Economics
J.P. Morgan January 2014 - Present
J.P. Morgan June 2012 - January 2014
Florida State University May 2011 - January 2012
Wells Fargo Private Mortgage Bank June 2011 - August 2011
Skills
Investments, Microsoft Office, Financial Modeling, PowerPoint, Financial Analysis, Microsoft Excel, Economics, Equity Derivatives, Interest Rate..., Visual Basic, Public Speaking, Credit, Leadership, Bloomberg, Risk Management, Equities
Education
Florida State University 2008 — 2012
Bachelors of Science, Finance
Florida State University 2008 — 2012
Bachelors of Science, Economics
Zhijie (Jay) Chen's J.P. Morgan Experience July 2014 - August 2014
Job Job Seeker | MS in Quantitative Finance at Fordham U. | Passed CFA Level III and FRM Part II
Industry Financial Services
Experience
China Merchants Securities Co., Ltd. December 2014 - February 2015
Fordham University July 2014 - December 2014
J.P. Morgan July 2014 - August 2014
China Securities Co., Ltd. July 2012 - July 2013
Education
Fordham Gabelli School of Business 2013 — 2015
Master's degree, Quantitative Finance, 3.98
Sun Yat-Sen University 2008 — 2012
Bachelor's degree, Finance, General, 3.7
Foshan No.1 Middle School 2005 — 2008
China Merchants Securities Co., Ltd. December 2014 - February 2015
Fordham University July 2014 - December 2014
J.P. Morgan July 2014 - August 2014
China Securities Co., Ltd. July 2012 - July 2013
Education
Fordham Gabelli School of Business 2013 — 2015
Master's degree, Quantitative Finance, 3.98
Sun Yat-Sen University 2008 — 2012
Bachelor's degree, Finance, General, 3.7
Foshan No.1 Middle School 2005 — 2008
Kristina Work Kristina Work's J.P. Morgan Experience January 2007 - June 2008
Job Area Manager at Soles Inc.
Industry Retail
Experience
Soles Inc. May 2012 - Present
Champs Sports October 2004 - May 2012
J.P. Morgan January 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
Florida Atlantic University 2002 — 2011
Bachelor of Arts (B.A.), Interdisciplinary Studies
Soles Inc. May 2012 - Present
Champs Sports October 2004 - May 2012
J.P. Morgan January 2007 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
Florida Atlantic University 2002 — 2011
Bachelor of Arts (B.A.), Interdisciplinary Studies
Joseph N. Bryant Joseph N. Bryant's J.P. Morgan Experience February 2015 - Present
Job Executive Director of Risk Oversight for Mortgage Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan October 2012 - Present
Fannie Mae September 2011 - October 2012
Fannie Mae November 2009 - October 2011
Fannie Mae October 2007 - November 2009
Fannie Mae June 2006 - October 2007
Capital One January 1997 - May 2006
US Army February 1993 - May 1997
Skills
Internal Controls, Risk Management, Business Process..., Financial Risk, Process Improvement, Program Management, Credit, Leadership, Financial Services, Business Process, Cross-functional Team..., Strategy, Finance, Six Sigma, Project Management, Portfolio Management, Operations Management, Operational Risk, Loans, Internal Audit, Mortgage Lending, Management, Business Analysis
Education
Florida Institute of Technology 2008 — 2010
MBA, Management Information Systems
The George Washington University - School of Business 2005 — 2007
Masters, Master of Science in Project Management
Virginia Commonwealth University 1997 — 2001
Bachelors, Business Administration and Economics
J.P. Morgan February 2015 - Present
J.P. Morgan October 2012 - Present
Fannie Mae September 2011 - October 2012
Fannie Mae November 2009 - October 2011
Fannie Mae October 2007 - November 2009
Fannie Mae June 2006 - October 2007
Capital One January 1997 - May 2006
US Army February 1993 - May 1997
Skills
Internal Controls, Risk Management, Business Process..., Financial Risk, Process Improvement, Program Management, Credit, Leadership, Financial Services, Business Process, Cross-functional Team..., Strategy, Finance, Six Sigma, Project Management, Portfolio Management, Operations Management, Operational Risk, Loans, Internal Audit, Mortgage Lending, Management, Business Analysis
Education
Florida Institute of Technology 2008 — 2010
MBA, Management Information Systems
The George Washington University - School of Business 2005 — 2007
Masters, Master of Science in Project Management
Virginia Commonwealth University 1997 — 2001
Bachelors, Business Administration and Economics
Richard Haug, PMP Richard Haug, PMP's J.P. Morgan Experience October 2012 - Present
Job Executive Director, Global Commercial Card, Federal Card Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
Department of Treasury January 2009 - October 2012
GMAC 2000 - 2008
Bank of America March 1998 - August 2000
Circuit City September 1990 - February 1998
United States Navy July 1986 - July 1989
Skills
Contract Negotiation, Government Contracts, Commercial Lending, Risk Management, Financial Services, Banking, Financial Analysis, Credit Analysis, Strategic Planning, Negotiation, Finance, Financial Modeling, Program Management, Business Development, Portfolio Management, Payments, Financial Risk, Business Relationship..., Accounting, Project Management, Process Improvement, Marketing, Credit, Analysis, Relationship Management
Education
The George Washington University 2010 — 2011
Master's, Project Management
Fontbonne University 2003 — 2005
MBA, Masters of Business Administration
Saint Louis University 1998 — 2000
B.S., Finance
St. Gabriel's
J.P. Morgan October 2012 - Present
Department of Treasury January 2009 - October 2012
GMAC 2000 - 2008
Bank of America March 1998 - August 2000
Circuit City September 1990 - February 1998
United States Navy July 1986 - July 1989
Skills
Contract Negotiation, Government Contracts, Commercial Lending, Risk Management, Financial Services, Banking, Financial Analysis, Credit Analysis, Strategic Planning, Negotiation, Finance, Financial Modeling, Program Management, Business Development, Portfolio Management, Payments, Financial Risk, Business Relationship..., Accounting, Project Management, Process Improvement, Marketing, Credit, Analysis, Relationship Management
Education
The George Washington University 2010 — 2011
Master's, Project Management
Fontbonne University 2003 — 2005
MBA, Masters of Business Administration
Saint Louis University 1998 — 2000
B.S., Finance
St. Gabriel's
Marc Sainvil Marc Sainvil's J.P. Morgan Experience February 2012 - Present
Job Analyst
Industry Financial Services
Experience
J.P. Morgan February 2012 - Present
Pascoe and Company May 2009 - February 2012
Skills
Microsoft Office, Public Speaking, Underwriting, Portfolio Management, Mortgage Lending, Financial Analysis, Analysis, Risk Management, Banking, Leadership, Finance, Credit Analysis, Credit Risk, Customer Service
Education
Florida International University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4 GPA
J.P. Morgan February 2012 - Present
Pascoe and Company May 2009 - February 2012
Skills
Microsoft Office, Public Speaking, Underwriting, Portfolio Management, Mortgage Lending, Financial Analysis, Analysis, Risk Management, Banking, Leadership, Finance, Credit Analysis, Credit Risk, Customer Service
Education
Florida International University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.4 GPA
Ryan Davidson's J.P. Morgan Experience August 2011 - Present
Job Senior legal & Compliance Professional
Industry Legal Services
Experience
J.P. Morgan August 2011 - Present
Bank Of /America October 2008 - September 2010
Broward County Public Defenders Office September 2006 - September 2008
Shell Oil Company 1990 - 1996
Skills
Legal Research, Corporate Law, Litigation, Legal Writing, Civil Litigation, Criminal Law, Legal Compliance, Corporate Governance, Courts, Criminal Defense, Mergers & Acquisitions, Executive Coaching, Financial Accounting, Loan Origination, Appeals, Westlaw, Negotiation, Intellectual Property, Mediation, Legal Assistance, Due Diligence, Commercial Litigation, Policy, Securities Regulation, Government, Corporate Finance, Banking Law, Cross-border..., Licensing, Contract Negotiation, Securities, Real Estate, Bankruptcy, Restructuring, Risk Management, Document Review, International Law, Privacy Law, Tax Law, Joint Ventures, Legal Advice
Education
Florida Atlantic University 2006 — 2008
Master of Business Administration (MBA), Economics
Nova Southeastern University Shepard Broad College of Law 2001 — 2004
JD, Law
New York University 1996 — 2000
Bachelor's degree, Accounting
High school
High school
High school
J.P. Morgan August 2011 - Present
Bank Of /America October 2008 - September 2010
Broward County Public Defenders Office September 2006 - September 2008
Shell Oil Company 1990 - 1996
Skills
Legal Research, Corporate Law, Litigation, Legal Writing, Civil Litigation, Criminal Law, Legal Compliance, Corporate Governance, Courts, Criminal Defense, Mergers & Acquisitions, Executive Coaching, Financial Accounting, Loan Origination, Appeals, Westlaw, Negotiation, Intellectual Property, Mediation, Legal Assistance, Due Diligence, Commercial Litigation, Policy, Securities Regulation, Government, Corporate Finance, Banking Law, Cross-border..., Licensing, Contract Negotiation, Securities, Real Estate, Bankruptcy, Restructuring, Risk Management, Document Review, International Law, Privacy Law, Tax Law, Joint Ventures, Legal Advice
Education
Florida Atlantic University 2006 — 2008
Master of Business Administration (MBA), Economics
Nova Southeastern University Shepard Broad College of Law 2001 — 2004
JD, Law
New York University 1996 — 2000
Bachelor's degree, Accounting
High school
High school
High school
Kevin Quesada's J.P. Morgan Experience September 2010 - August 2012
Job Financial Advisor
Industry Investment Management
Experience
VALIC August 2014 - Present
Wells Fargo August 2012 - March 2013
Miami Axis Group LLC 2013 - 2013
J.P. Morgan September 2010 - August 2012
Wachovia Bank August 2009 - September 2010
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Personal Banking, Series 6, Loans, Home Equity Loans, Commercial Banking, Commercial Lending, Cross Selling, Home Equity Lines of..., Retail Banking, Series 63, Mortgage Lending, Credit, Banking, Mortgage Banking, Loan Origination, Credit Analysis, Refinance, Sales, Commercial Mortgages, Financial Services, Finance, Wealth Management, Investment Management, Investments
Education
Florida International University 2009 — 2011
Bachelor, Finance
Miami-Dade Community College 2007 — 2009
Associates Degree, Accounting
Christopher Columbus High School 2001 — 2005
Diploma, General Studies
VALIC August 2014 - Present
Wells Fargo August 2012 - March 2013
Miami Axis Group LLC 2013 - 2013
J.P. Morgan September 2010 - August 2012
Wachovia Bank August 2009 - September 2010
Skills
Small Business Lending, Consumer Lending, Lines Of Credit, Personal Banking, Series 6, Loans, Home Equity Loans, Commercial Banking, Commercial Lending, Cross Selling, Home Equity Lines of..., Retail Banking, Series 63, Mortgage Lending, Credit, Banking, Mortgage Banking, Loan Origination, Credit Analysis, Refinance, Sales, Commercial Mortgages, Financial Services, Finance, Wealth Management, Investment Management, Investments
Education
Florida International University 2009 — 2011
Bachelor, Finance
Miami-Dade Community College 2007 — 2009
Associates Degree, Accounting
Christopher Columbus High School 2001 — 2005
Diploma, General Studies
Michael Cadwell Michael Cadwell's J.P. Morgan Experience April 2012 - January 2013
Job Senior Consultant at McKinsey & Company
Industry Information Technology and Services
Experience
Goldman Sachs February 2014 - Present
McKinsey & Company April 2013 - January 2014
J.P. Morgan April 2012 - January 2013
J.P. Morgan June 2011 - August 2011
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Florida International University 2009 — 2012
Bachelor’s Degree, Economics
Goldman Sachs February 2014 - Present
McKinsey & Company April 2013 - January 2014
J.P. Morgan April 2012 - January 2013
J.P. Morgan June 2011 - August 2011
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Florida International University 2009 — 2012
Bachelor’s Degree, Economics
Pamela Schaefer, PMP's J.P. Morgan Experience September 2005 - September 2008
Job Senior Program Manager and Relationship Manager
Industry Investment Management
Experience
BlackRock Solutions October 2008 - Present
J.P. Morgan September 2005 - September 2008
Credit Suisse July 2001 - September 2005
UBS June 1998 - May 2001
Skills
Asset Management, Relationship Management, Fixed Income, Project Management, Business Process, Business Analysis, Equities, Portfolio Management, Capital Markets
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, International Finance
Lafayette College 1984 — 1988
BA, International Affairs and History
BlackRock Solutions October 2008 - Present
J.P. Morgan September 2005 - September 2008
Credit Suisse July 2001 - September 2005
UBS June 1998 - May 2001
Skills
Asset Management, Relationship Management, Fixed Income, Project Management, Business Process, Business Analysis, Equities, Portfolio Management, Capital Markets
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
MBA, International Finance
Lafayette College 1984 — 1988
BA, International Affairs and History
Kelly Moulton's J.P. Morgan Experience January 2010 - February 2013
Job Managing Director, Slate Hill, Ltd.
Industry Financial Services
Experience
Moulton Advisory, LLC March 2013 - May 2015
J.P. Morgan January 2010 - February 2013
Edge Capital Partners January 2006 - February 2010
Smith Barney/Citigroup 1996 - 2006
Skills
Investments, Private Equity, Alternative Investments, Hedge Funds, Finance, Consulting, Multi-generational..., High Net Worth..., Forensic Analysis, Fundraising, Strategic Planning, Sales, Networking, Securities, Series 7, Estate Planning, Retirement, Series 63, Strategy, Portfolio Management, Wealth, Financial Advisory, Capital Markets, Asset Management, Equities, Financial Services, Wealth Management
Education
Florida State University 1992 — 1996
B.A. English and Spanish Business, English/Spanish
Florida State University 1992 — 1996
Bachelor of Arts (BA)
Moulton Advisory, LLC March 2013 - May 2015
J.P. Morgan January 2010 - February 2013
Edge Capital Partners January 2006 - February 2010
Smith Barney/Citigroup 1996 - 2006
Skills
Investments, Private Equity, Alternative Investments, Hedge Funds, Finance, Consulting, Multi-generational..., High Net Worth..., Forensic Analysis, Fundraising, Strategic Planning, Sales, Networking, Securities, Series 7, Estate Planning, Retirement, Series 63, Strategy, Portfolio Management, Wealth, Financial Advisory, Capital Markets, Asset Management, Equities, Financial Services, Wealth Management
Education
Florida State University 1992 — 1996
B.A. English and Spanish Business, English/Spanish
Florida State University 1992 — 1996
Bachelor of Arts (BA)
Rene Roa Rene Roa's J.P. Morgan Experience June 2015 - August 2015
Job Associate at Trident Holding Group
Industry
Experience
Trident Holding Group September 2015 - Present
Sponsors for Educational Opportunity May 2015 - Present
Roa Travel, Inc. April 2014 - Present
FIU Student Managed Investment Fund (SMIF) August 2014 - Present
J.P. Morgan June 2015 - August 2015
Sunshine Tobacco January 2014 - May 2015
Clyne & Asscociates, P.A. June 2013 - January 2014
Skills
Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Equity Valuation, Investments, Strategic Planning, Financial Analysis, Financial Modeling, Financial Statements, PowerPoint, Strategic Leadership, Leadership, Team Leadership, Bloomberg, Data Analysis, QuickBooks, Outlook, Adobe Acrobat, Valuation, Finance, Team-oriented, Teamwork, Team Building, Dependable Team Player, Spanish-English, Spanish-speaking, Spanish, English, Business English, Business Ethics, Professional Ethics, Social Networking, Business Networking, Networking, Customer Service, Customer Experience, Customer Satisfaction, Sales, Accounting, Financial Accounting, Fundraising, Fundraisers
Education
Florida International University - College of Business 2013 — 2017
Christopher Columbus High School 2009 — 2013
High School
Trident Holding Group September 2015 - Present
Sponsors for Educational Opportunity May 2015 - Present
Roa Travel, Inc. April 2014 - Present
FIU Student Managed Investment Fund (SMIF) August 2014 - Present
J.P. Morgan June 2015 - August 2015
Sunshine Tobacco January 2014 - May 2015
Clyne & Asscociates, P.A. June 2013 - January 2014
Skills
Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Equity Valuation, Investments, Strategic Planning, Financial Analysis, Financial Modeling, Financial Statements, PowerPoint, Strategic Leadership, Leadership, Team Leadership, Bloomberg, Data Analysis, QuickBooks, Outlook, Adobe Acrobat, Valuation, Finance, Team-oriented, Teamwork, Team Building, Dependable Team Player, Spanish-English, Spanish-speaking, Spanish, English, Business English, Business Ethics, Professional Ethics, Social Networking, Business Networking, Networking, Customer Service, Customer Experience, Customer Satisfaction, Sales, Accounting, Financial Accounting, Fundraising, Fundraisers
Education
Florida International University - College of Business 2013 — 2017
Christopher Columbus High School 2009 — 2013
High School
Alexander S. Cohen's J.P. Morgan Experience May 2015 - August 2015
Job Summer Financial Analyst at J.P. Morgan
Industry Accounting
Experience
Florida State University March 2014 - Present
Florida State University - Student Government May 2015 - September 2015
J.P. Morgan May 2015 - August 2015
ALPFA—Developing Latino Leaders for America May 2014 - August 2015
Florida State University Athletics March 2014 - June 2015
MassMutual Financial Group May 2014 - August 2014
Skills
Accounting, Organization, Time Management, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Event Planning, Microsoft Word, Access, Outlook, Financial Analysis, Data Entry, Communication, Problem Solving, Public Speaking
Education
Florida State University 2012 — 2016
Bachelor of Science (B.S.), Accounting & Finance
South Plantation High School 2008 — 2012
Magnet Program Environmental Science
Florida State University March 2014 - Present
Florida State University - Student Government May 2015 - September 2015
J.P. Morgan May 2015 - August 2015
ALPFA—Developing Latino Leaders for America May 2014 - August 2015
Florida State University Athletics March 2014 - June 2015
MassMutual Financial Group May 2014 - August 2014
Skills
Accounting, Organization, Time Management, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Event Planning, Microsoft Word, Access, Outlook, Financial Analysis, Data Entry, Communication, Problem Solving, Public Speaking
Education
Florida State University 2012 — 2016
Bachelor of Science (B.S.), Accounting & Finance
South Plantation High School 2008 — 2012
Magnet Program Environmental Science
Justin Hu Justin Hu's J.P. Morgan Experience February 2015 - Present
Job Application Developer at J.P. Morgan Chase & Co.
Industry Information Technology and Services
Experience
J.P. Morgan February 2015 - Present
Florida IT Career (FITC) Alliance October 2014 - January 2015
Association for Information Systems August 2014 - January 2015
JPMorgan Chase & Co. June 2014 - August 2014
Association for Information Systems January 2014 - May 2014
Association for Information Systems April 2013 - January 2014
Education
Florida State University
Bachelor of Science (B.S.), Management Information Systems
J.P. Morgan February 2015 - Present
Florida IT Career (FITC) Alliance October 2014 - January 2015
Association for Information Systems August 2014 - January 2015
JPMorgan Chase & Co. June 2014 - August 2014
Association for Information Systems January 2014 - May 2014
Association for Information Systems April 2013 - January 2014
Education
Florida State University
Bachelor of Science (B.S.), Management Information Systems
Yamel Mayen's J.P. Morgan Experience April 2006 - November 2013
Job Assistant VicePresident/Sr Financial Advisor for a Top Financial Institution
Industry Accounting
Experience
Navy Federal Credit Union September 2014 - Present
J.P. Morgan April 2006 - November 2013
LA Weightloss 2002 - 2004
Skills
Financial Services, Financial Analysis, Strategic Financial..., Financial Modeling, Cash Management, Corporate Finance, Finance, Investments, Valuation, Private Equity, Equities, Retirement Planning, Credit Risk, Credit Analysis, Investment Banking, Due Diligence, Banking, Wealth Management, Mortgage Lending, Capital Markets, Relationship Management, Financial Risk, Credit, Mutual Funds, Financial Planning
Education
CAL COAST UNIVERSITY 2010 — 2013
Florida State University 2002 — 2004
Bachelor's degree, Science
Navy Federal Credit Union September 2014 - Present
J.P. Morgan April 2006 - November 2013
LA Weightloss 2002 - 2004
Skills
Financial Services, Financial Analysis, Strategic Financial..., Financial Modeling, Cash Management, Corporate Finance, Finance, Investments, Valuation, Private Equity, Equities, Retirement Planning, Credit Risk, Credit Analysis, Investment Banking, Due Diligence, Banking, Wealth Management, Mortgage Lending, Capital Markets, Relationship Management, Financial Risk, Credit, Mutual Funds, Financial Planning
Education
CAL COAST UNIVERSITY 2010 — 2013
Florida State University 2002 — 2004
Bachelor's degree, Science
Amanda DeVoe-Marin Amanda DeVoe-Marin's J.P. Morgan Experience June 2010 - November 2012
Job Service Provider (Medicare Part B) at First Coast Service Options, Inc.
Industry Hospital & Health Care
Experience
First Coast Service Options, Inc. 2015 - Present
Baptist Medical Center June 2012 - August 2015
J.P. Morgan June 2010 - November 2012
Skills
Cardiac Monitoring, Health Unit Cordinator, Direct Patient Care, Data Analysis, Loss Mitigation, Risk Analysis, Microsoft Office, Microsoft Excel, Medicare Part B, Medicare Claims
Education
Florida State College at Jacksonville 2014 — 2016
Bachelor of Science (B.S.), Human Services, General
Florida State College at Jacksonville
Associate of Arts (A.A.), Fine/Studio Arts, General
First Coast Service Options, Inc. 2015 - Present
Baptist Medical Center June 2012 - August 2015
J.P. Morgan June 2010 - November 2012
Skills
Cardiac Monitoring, Health Unit Cordinator, Direct Patient Care, Data Analysis, Loss Mitigation, Risk Analysis, Microsoft Office, Microsoft Excel, Medicare Part B, Medicare Claims
Education
Florida State College at Jacksonville 2014 — 2016
Bachelor of Science (B.S.), Human Services, General
Florida State College at Jacksonville
Associate of Arts (A.A.), Fine/Studio Arts, General
Christian Isola Christian Isola's J.P. Morgan Experience July 2015 - Present
Job Investment Management Analyst at JP Morgan
Industry Facilities Services
Experience
J.P. Morgan July 2015 - Present
Skills
GIS, ArcGIS, ArcMap, Pro Engineer, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Lacrosse, Data Analysis, Technical Writing, Access, Public Process, SEQRA, Statistics, Team Leadership, Time Management, Teamwork, Leadership
Education
Florida Institute of Technology 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business and environmental studies
Holmdel High School
J.P. Morgan July 2015 - Present
Skills
GIS, ArcGIS, ArcMap, Pro Engineer, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Lacrosse, Data Analysis, Technical Writing, Access, Public Process, SEQRA, Statistics, Team Leadership, Time Management, Teamwork, Leadership
Education
Florida Institute of Technology 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business and environmental studies
Holmdel High School
Audrey Hoover Audrey Hoover's J.P. Morgan Experience July 2013 - June 2014
Job Executive Assistant at Russell Reynolds Associates
Industry Financial Services
Experience
J.P. Morgan July 2013 - June 2014
Anthropologie April 2013 - July 2013
Abercrombie & Fitch June 2012 - December 2012
Abercrombie & Fitch January 2012 - May 2012
Halifax Health May 2011 - August 2011
Museum of Arts and Sciences May 2011 - August 2011
Thompson Pump June 2010 - August 2010
Skills
Press Releases, Public Relations, Facebook, Social Media, Editing, Sales, Problem Solving, Marketing Communications, Fundraising, Market Research, Microsoft Excel, Event Planning, Research, Management, Microsoft Word, Training, PowerPoint, Organizing, Corporate Events, Executive Calendar..., Meeting Planning, Travel Management, Recruiting, New Hire Orientations, Conducting Interviews, Hiring, Customer Service, Competitive Intelligence, Marketing Strategy, Media Relations, Writing, Spanish, Store Management, Team Leadership, Adobe Creative Suite, Photoshop, Pitching Stories, Leadership, Marketing, Time Management, Event Management, Interviews, Social Networking, Microsoft Office, Outlook
Education
Florida State University 2008 — 2012
Bachelor of Science summa cum laude
Spruce Creek High School 2004 — 2008
J.P. Morgan July 2013 - June 2014
Anthropologie April 2013 - July 2013
Abercrombie & Fitch June 2012 - December 2012
Abercrombie & Fitch January 2012 - May 2012
Halifax Health May 2011 - August 2011
Museum of Arts and Sciences May 2011 - August 2011
Thompson Pump June 2010 - August 2010
Skills
Press Releases, Public Relations, Facebook, Social Media, Editing, Sales, Problem Solving, Marketing Communications, Fundraising, Market Research, Microsoft Excel, Event Planning, Research, Management, Microsoft Word, Training, PowerPoint, Organizing, Corporate Events, Executive Calendar..., Meeting Planning, Travel Management, Recruiting, New Hire Orientations, Conducting Interviews, Hiring, Customer Service, Competitive Intelligence, Marketing Strategy, Media Relations, Writing, Spanish, Store Management, Team Leadership, Adobe Creative Suite, Photoshop, Pitching Stories, Leadership, Marketing, Time Management, Event Management, Interviews, Social Networking, Microsoft Office, Outlook
Education
Florida State University 2008 — 2012
Bachelor of Science summa cum laude
Spruce Creek High School 2004 — 2008
Tomas Munoz's J.P. Morgan Experience October 2014 - September 2015
Job Advanced Risk & Compliance Analytics at PwC
Industry Financial Services
Experience
PwC September 2015 - Present
J.P. Morgan October 2014 - September 2015
J.P. Morgan March 2014 - October 2014
Egon Zehnder International May 2012 - August 2012
Robert M. Levy and Associates October 2011 - May 2012
Skills
Executive Search, Spanish, Leadership, Economics, Capital IQ, Factiva, Data Analysis, Financial Modeling, Competitive Intelligence, Statistics, Market Research, Qualitative Research, Management Consulting, Quantitative Research, Policy Analysis, stata, SAS, Higher Education, Marketing Research, SAS programming, Matlab, Econometrics, Quantitative Analytics, Public Policy
Education
Florida State University
Master of Science (M.S.), Applied Economics
Florida State University
Bachelor of Science (B.S.), Economics & Poltiical Science
Florida State University
Certificate, Economics of Financial Institutions and of Financial Markets
Christopher Columbus High School
PwC September 2015 - Present
J.P. Morgan October 2014 - September 2015
J.P. Morgan March 2014 - October 2014
Egon Zehnder International May 2012 - August 2012
Robert M. Levy and Associates October 2011 - May 2012
Skills
Executive Search, Spanish, Leadership, Economics, Capital IQ, Factiva, Data Analysis, Financial Modeling, Competitive Intelligence, Statistics, Market Research, Qualitative Research, Management Consulting, Quantitative Research, Policy Analysis, stata, SAS, Higher Education, Marketing Research, SAS programming, Matlab, Econometrics, Quantitative Analytics, Public Policy
Education
Florida State University
Master of Science (M.S.), Applied Economics
Florida State University
Bachelor of Science (B.S.), Economics & Poltiical Science
Florida State University
Certificate, Economics of Financial Institutions and of Financial Markets
Christopher Columbus High School
Patricia Hylton Patricia Hylton's J.P. Morgan Experience 1992 - 1993
Job Director, Human Resources
Industry Hospitality
Experience
Bloomin' Brands, Inc. December 2014 - July 2015
Office Depot, Inc. August 2011 - April 2014
Office Depot 2009 - 2011
Office Depot 2007 - 2009
Office Depot 2005 - 2007
Spherion 1997 - 2001
Blockbuster 1995 - 1997
AFi Communications, Inc 1994 - 1994
J.P. Morgan 1992 - 1993
Skills
Onboarding, Talent Management, Union Avoidance, Workforce Planning, Succession Planning, HRIS, Deferred Compensation, Benefits Administration, Employee Relations, Employee Engagement, Performance Management, Conflict Resolution, Enterprise Integration, Change Management, Executive Coaching, Talent Acquisition, Reward & Recognition, Culture Management, Equality & Diversity, Regulatory Documentation, Employee Handbooks, Collaborative..., Employee Surveys, EEO, FMLA, Exit Interviews, Grievances, Health & Safety, Job Descriptions, Personnel Records, Mentoring, Restructuring, Program Development, Workers Compensation, PeopleSoft, Visio, Microsoft Office, Human Resources, Management, College Recruiting, Training, Applicant Tracking...
Education
Florida Atlantic University
Florida Atlantic University
Florida Atlantic University
Florida Metropolitan University, Ft. Lauderdale, FL
Bachelor's Degree, Business Administration, GPA: 4.0
The Wood School, New York, NY
Associate's Degree, Occupational Studies, GPA: 4.0
Bloomin' Brands, Inc. December 2014 - July 2015
Office Depot, Inc. August 2011 - April 2014
Office Depot 2009 - 2011
Office Depot 2007 - 2009
Office Depot 2005 - 2007
Spherion 1997 - 2001
Blockbuster 1995 - 1997
AFi Communications, Inc 1994 - 1994
J.P. Morgan 1992 - 1993
Skills
Onboarding, Talent Management, Union Avoidance, Workforce Planning, Succession Planning, HRIS, Deferred Compensation, Benefits Administration, Employee Relations, Employee Engagement, Performance Management, Conflict Resolution, Enterprise Integration, Change Management, Executive Coaching, Talent Acquisition, Reward & Recognition, Culture Management, Equality & Diversity, Regulatory Documentation, Employee Handbooks, Collaborative..., Employee Surveys, EEO, FMLA, Exit Interviews, Grievances, Health & Safety, Job Descriptions, Personnel Records, Mentoring, Restructuring, Program Development, Workers Compensation, PeopleSoft, Visio, Microsoft Office, Human Resources, Management, College Recruiting, Training, Applicant Tracking...
Education
Florida Atlantic University
Florida Atlantic University
Florida Atlantic University
Florida Metropolitan University, Ft. Lauderdale, FL
Bachelor's Degree, Business Administration, GPA: 4.0
The Wood School, New York, NY
Associate's Degree, Occupational Studies, GPA: 4.0
Andrew Shields's J.P. Morgan Experience August 2014 - Present
Job Credit Sales Assistant Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan February 2012 - August 2014
JPMorgan Chase September 2011 - February 2012
Skills
Risk Management, Derivatives, Analysis, Leadership, Financial Risk
Education
Florida State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, Marketing
J.P. Morgan August 2014 - Present
J.P. Morgan February 2012 - August 2014
JPMorgan Chase September 2011 - February 2012
Skills
Risk Management, Derivatives, Analysis, Leadership, Financial Risk
Education
Florida State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, Marketing
Angelina DeFarlo, M.B.A.'s J.P. Morgan Experience October 2014 - April 2015
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2015 - Present
J.P. Morgan October 2014 - April 2015
Free People May 2014 - October 2014
The Westhorpe Group January 2014 - June 2014
Oxford Global Resources October 2012 - November 2013
Skills
Sales Management, Marketing, Social Media Marketing, Social Networking, Leadership, Networking, Sales, Consulting, Management, Salesforce.com, Technical Recruiting, Customer Service, Project Management, Cold Calling, Microsoft Suites, Client Services, Retail Banking, Institutional Relations
Education
Palm Beach Atlantic University 2012 — 2014
Master of Business Administration (MBA), International Business
Palm Beach Atlantic University 2009 — 2012
Bachelor of Science (B.S.), Organizational Management
Florida Atlantic University 2006 — 2008
Business, Management and Marketing
UBS Wealth Management June 2015 - Present
J.P. Morgan October 2014 - April 2015
Free People May 2014 - October 2014
The Westhorpe Group January 2014 - June 2014
Oxford Global Resources October 2012 - November 2013
Skills
Sales Management, Marketing, Social Media Marketing, Social Networking, Leadership, Networking, Sales, Consulting, Management, Salesforce.com, Technical Recruiting, Customer Service, Project Management, Cold Calling, Microsoft Suites, Client Services, Retail Banking, Institutional Relations
Education
Palm Beach Atlantic University 2012 — 2014
Master of Business Administration (MBA), International Business
Palm Beach Atlantic University 2009 — 2012
Bachelor of Science (B.S.), Organizational Management
Florida Atlantic University 2006 — 2008
Business, Management and Marketing
Chuck Peltier's J.P. Morgan Experience May 2002 - Present
Job EBT Operations Manager at Florida EBT Project
Industry Investment Banking
Experience
Florida Department of Children & Families EBT Project July 2015 - Present
J.P. Morgan May 2002 - Present
Skills
Business Analysis, Vendor Management, Risk Management, Banking, Strategic Planning, Business Strategy, Process Improvement, Software Project..., Project Management, IT Strategy, Program Management, Operations Management, Business Process..., Financial Analysis, Payments, Management, Change Management, Cross-functional Team..., Requirements Analysis, New Business Development, Credit Cards, SDLC, Project Portfolio..., PMP, Team Leadership, Strategy, Financial Services, PMO, Access, Requirements Gathering, Analysis, Outsourcing, Portfolio Management, MS Project, Project Delivery, Product Management, Executive Management, ACH, CRM, National Retailers, Start-ups, Team Building, Management Consulting, Integration, Leadership, Investment Banking, Debit Cards, Business Intelligence, Governance, Business Process
Education
Florida State University
Business Administration and Management, General
Florida Department of Children & Families EBT Project July 2015 - Present
J.P. Morgan May 2002 - Present
Skills
Business Analysis, Vendor Management, Risk Management, Banking, Strategic Planning, Business Strategy, Process Improvement, Software Project..., Project Management, IT Strategy, Program Management, Operations Management, Business Process..., Financial Analysis, Payments, Management, Change Management, Cross-functional Team..., Requirements Analysis, New Business Development, Credit Cards, SDLC, Project Portfolio..., PMP, Team Leadership, Strategy, Financial Services, PMO, Access, Requirements Gathering, Analysis, Outsourcing, Portfolio Management, MS Project, Project Delivery, Product Management, Executive Management, ACH, CRM, National Retailers, Start-ups, Team Building, Management Consulting, Integration, Leadership, Investment Banking, Debit Cards, Business Intelligence, Governance, Business Process
Education
Florida State University
Business Administration and Management, General
Blair Langstroth's J.P. Morgan Experience June 2015 - Present
Job Executive Director, Senior Technology Banker at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2015 - Present
Bank of America Merrill Lynch January 2013 - June 2015
Bank of America Merrill Lynch July 2007 - January 2013
The Zimmerman Agency May 2006 - June 2007
Skills
Advertising, Sales, Account Management, Marketing Strategy, Marketing, Social Media Marketing, Underwriting, Banking, Commercial Banking, Manage Client..., Business Development, Valuation Modeling, Capital Structure, Superior written &..., Corporate Finance, Commercial Lending, Loans, Credit, Financial Analysis, Small Business Lending
Education
Florida State University 2002 — 2006
BS, Marketing
Florida State University - College of Business 2002 — 2006
J.P. Morgan June 2015 - Present
Bank of America Merrill Lynch January 2013 - June 2015
Bank of America Merrill Lynch July 2007 - January 2013
The Zimmerman Agency May 2006 - June 2007
Skills
Advertising, Sales, Account Management, Marketing Strategy, Marketing, Social Media Marketing, Underwriting, Banking, Commercial Banking, Manage Client..., Business Development, Valuation Modeling, Capital Structure, Superior written &..., Corporate Finance, Commercial Lending, Loans, Credit, Financial Analysis, Small Business Lending
Education
Florida State University 2002 — 2006
BS, Marketing
Florida State University - College of Business 2002 — 2006
Jose Ignacio Malave's J.P. Morgan Experience August 2015 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
AXA Advisors March 2015 - July 2015
Maquiladora Guarenas Packaging June 2014 - August 2014
Maquiladora Guarenas Packaging June 2013 - August 2014
Skills
Microsoft Office, Leadership, Microsoft Excel, Management, Banking, Finance, Business
Education
New York Institute of Technology 2012 — 2015
Bachelor of Science (BS), Business Administration
Florida Institute of Technology 2011 — 2012
Colegio Jefferson 1996 — 2011
High School
J.P. Morgan August 2015 - Present
AXA Advisors March 2015 - July 2015
Maquiladora Guarenas Packaging June 2014 - August 2014
Maquiladora Guarenas Packaging June 2013 - August 2014
Skills
Microsoft Office, Leadership, Microsoft Excel, Management, Banking, Finance, Business
Education
New York Institute of Technology 2012 — 2015
Bachelor of Science (BS), Business Administration
Florida Institute of Technology 2011 — 2012
Colegio Jefferson 1996 — 2011
High School
Stuart McLeroy's J.P. Morgan Experience February 2012 - Present
Job Underwriter at J P Morgan Chase
Industry Banking
Experience
J.P. Morgan February 2012 - Present
EverBank August 2009 - February 2012
Nuvell Financial Services January 2004 - March 2009
Skills
Credit, Credit Analysis, Loans, Banking, Mortgage Lending, Loan Origination, Credit Risk, Underwriting, Consumer Lending, Portfolio Management, Loss Mitigation, Refinance, Mortgage Underwriting, Residential Mortgages, Mortgage Banking
Education
Florida State University
Bachelor's degree, Finance, General
J.P. Morgan February 2012 - Present
EverBank August 2009 - February 2012
Nuvell Financial Services January 2004 - March 2009
Skills
Credit, Credit Analysis, Loans, Banking, Mortgage Lending, Loan Origination, Credit Risk, Underwriting, Consumer Lending, Portfolio Management, Loss Mitigation, Refinance, Mortgage Underwriting, Residential Mortgages, Mortgage Banking
Education
Florida State University
Bachelor's degree, Finance, General
Bradford Richardson CFP®, CWS® Bradford Richardson CFP®, CWS®'s J.P. Morgan Experience September 2010 - March 2011
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade June 2015 - Present
USAA March 2011 - June 2015
J.P. Morgan September 2010 - March 2011
WyHy Federal Credit Union September 2009 - September 2010
Raymond James Financial Inc. February 2006 - September 2009
Charles Schwab March 1995 - February 2006
Skills
Series 7, Investments, Securities, Mutual Funds, Financial Modeling, Series 63, Portfolio Management, Asset Allocation, Wealth Management, Retirement Planning, Insurance, Asset Management, Financial Analysis, Equities, Estate Planning, Risk Management, Strategic Financial..., Valuation, Fixed Income, Investment Strategies, Wealth, Financial Planning, Financial Services, Finance, Investment Management, Investment Advisory, Retirement, FINRA, Financial Advisory
Education
University of Pennsylvania 1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government
Florida Institute of Technology 1998 — 2000
Certificate in Financial Planning
Scottrade June 2015 - Present
USAA March 2011 - June 2015
J.P. Morgan September 2010 - March 2011
WyHy Federal Credit Union September 2009 - September 2010
Raymond James Financial Inc. February 2006 - September 2009
Charles Schwab March 1995 - February 2006
Skills
Series 7, Investments, Securities, Mutual Funds, Financial Modeling, Series 63, Portfolio Management, Asset Allocation, Wealth Management, Retirement Planning, Insurance, Asset Management, Financial Analysis, Equities, Estate Planning, Risk Management, Strategic Financial..., Valuation, Fixed Income, Investment Strategies, Wealth, Financial Planning, Financial Services, Finance, Investment Management, Investment Advisory, Retirement, FINRA, Financial Advisory
Education
University of Pennsylvania 1977 — 1981
Bachelor of Arts (B.A.), Political Science and Government
Florida Institute of Technology 1998 — 2000
Certificate in Financial Planning
Adrian Rey Adrian Rey's J.P. Morgan Experience November 2013 - April 2015
Job Software Support Technician at EnableSoft
Industry Information Technology and Services
Experience
EnableSoft, Inc. April 2015 - Present
J.P. Morgan November 2013 - April 2015
J.P. Morgan February 2014 - April 2014
J.P. Morgan November 2013 - February 2014
ALERT Protective Services December 2011 - July 2012
Skills
FoxtrotOne Emulation..., Microsoft Access, Microsoft Excel, Microsoft Word, Public Speaking, Time Management, Team Leadership, Critical Thinking, CompTIA A+ Certification, Microsoft Office, PowerPoint, Customer Service, Computer Proficiency, Data Entry, Computer Repair, Software Installation, Spanish-speaking, Computer Maintenance, Computer Building, Access, Finance, Research, Sales, Strategic Planning, Team Building, Windows
Education
University of South Florida 2011 — 2014
Bachelor of Arts (B.A.), Minor in Classics, History, 3.03
Hillsborough Community College 2010 — 2011
Associate of Arts (A.A.), Computer Science, 2.7 GPA
Florida International University 2009 — 2009
Bachelor of Arts (B.A.) *Did not complete*, Political Science and Government
EnableSoft, Inc. April 2015 - Present
J.P. Morgan November 2013 - April 2015
J.P. Morgan February 2014 - April 2014
J.P. Morgan November 2013 - February 2014
ALERT Protective Services December 2011 - July 2012
Skills
FoxtrotOne Emulation..., Microsoft Access, Microsoft Excel, Microsoft Word, Public Speaking, Time Management, Team Leadership, Critical Thinking, CompTIA A+ Certification, Microsoft Office, PowerPoint, Customer Service, Computer Proficiency, Data Entry, Computer Repair, Software Installation, Spanish-speaking, Computer Maintenance, Computer Building, Access, Finance, Research, Sales, Strategic Planning, Team Building, Windows
Education
University of South Florida 2011 — 2014
Bachelor of Arts (B.A.), Minor in Classics, History, 3.03
Hillsborough Community College 2010 — 2011
Associate of Arts (A.A.), Computer Science, 2.7 GPA
Florida International University 2009 — 2009
Bachelor of Arts (B.A.) *Did not complete*, Political Science and Government
Jessica Thoreson's J.P. Morgan Experience August 2014 - Present
Job HR Analyst at JPMorgan
Industry Human Resources
Experience
J.P. Morgan August 2014 - Present
JPMorgan Chase February 2012 - August 2014
Bank of America March 2011 - February 2012
Kappa Kappa Gamma December 2009 - December 2010
Skills
Mortgage Underwriting, Financial Analysis, Sales, Personal Finance, Credit Analysis, Credit Risk, Customer Service, Microsoft Office, Mortgage Lending, Credit, Banking, Loans, Analysis, Mortgage Banking, Finance, Underwriting
Education
Florida State University 2007 — 2011
Bachelor of Science (BS), Finance, General, 3.58
Florida State University 2007 — 2011
Bachelor of Science (B.S.), Marketing, 3.58
J.P. Morgan August 2014 - Present
JPMorgan Chase February 2012 - August 2014
Bank of America March 2011 - February 2012
Kappa Kappa Gamma December 2009 - December 2010
Skills
Mortgage Underwriting, Financial Analysis, Sales, Personal Finance, Credit Analysis, Credit Risk, Customer Service, Microsoft Office, Mortgage Lending, Credit, Banking, Loans, Analysis, Mortgage Banking, Finance, Underwriting
Education
Florida State University 2007 — 2011
Bachelor of Science (BS), Finance, General, 3.58
Florida State University 2007 — 2011
Bachelor of Science (B.S.), Marketing, 3.58
David Pernas David Pernas's J.P. Morgan Experience July 2010 - August 2010
Job Principal at Law Office of David Pernas
Industry Legal Services
Experience
Viceroy Chemical November 2013 - October 2014
Simpson Thacher & Bartlett LLP September 2011 - October 2013
J.P. Morgan July 2010 - August 2010
Simpson Thacher & Bartlett LLP June 2010 - August 2010
U.S. Immigration and Customs Enforcement (ICE) June 2009 - August 2009
Kaufman Rossin Fund Services June 2007 - May 2008
US Army July 2000 - July 2004
Skills
Private Equity, Due Diligence, Legal Writing, Legal Research, Corporate Law, Capital Markets, Corporate Governance, Corporate Finance
Education
Northwestern University School of Law 2008 — 2011
JD, Law
Fundação Getulio Vargas / FGV 2010 — 2010
Coursework in Brazilian markets, law and politics
Florida International University 2004 — 2007
BBA, Finance
Viceroy Chemical November 2013 - October 2014
Simpson Thacher & Bartlett LLP September 2011 - October 2013
J.P. Morgan July 2010 - August 2010
Simpson Thacher & Bartlett LLP June 2010 - August 2010
U.S. Immigration and Customs Enforcement (ICE) June 2009 - August 2009
Kaufman Rossin Fund Services June 2007 - May 2008
US Army July 2000 - July 2004
Skills
Private Equity, Due Diligence, Legal Writing, Legal Research, Corporate Law, Capital Markets, Corporate Governance, Corporate Finance
Education
Northwestern University School of Law 2008 — 2011
JD, Law
Fundação Getulio Vargas / FGV 2010 — 2010
Coursework in Brazilian markets, law and politics
Florida International University 2004 — 2007
BBA, Finance
Justin Sharpe, MSA, PHR, SHRM-CP's J.P. Morgan Experience 2011 - 2011
Job Physician Recruiter, (InHouse) at Tallahassee Memorial HealthCare
Industry Hospital & Health Care
Experience
Tallahassee Memorial HealthCare March 2015 - Present
Tallahassee Memorial HeathCare October 2011 - March 2015
Maxim Healthcare Services January 2009 - March 2011
J.P. Morgan 2011 - 2011
Skills
Recruiting, Applicant Tracking..., Human Resources, Training, Leadership, Healthcare, Management, Nursing, Employee Benefits, Sales, Hospitals, Networking, Negotiation, Healthcare Management, Healthcare Information..., Physicians, Cold Calling, Account Management, Budgets
Education
University of West Florida 2012 — 2014
Master's Degree, Health/Health Care Administration/Management
University of West Florida 2012 — 2014
Graduate Certificate, Non-Profit/Public/Organizational Management
Florida State University 2003 — 2007
Degree: Bachelor of Science, Business Administration; Hospitality Management
Tallahassee Memorial HealthCare March 2015 - Present
Tallahassee Memorial HeathCare October 2011 - March 2015
Maxim Healthcare Services January 2009 - March 2011
J.P. Morgan 2011 - 2011
Skills
Recruiting, Applicant Tracking..., Human Resources, Training, Leadership, Healthcare, Management, Nursing, Employee Benefits, Sales, Hospitals, Networking, Negotiation, Healthcare Management, Healthcare Information..., Physicians, Cold Calling, Account Management, Budgets
Education
University of West Florida 2012 — 2014
Master's Degree, Health/Health Care Administration/Management
University of West Florida 2012 — 2014
Graduate Certificate, Non-Profit/Public/Organizational Management
Florida State University 2003 — 2007
Degree: Bachelor of Science, Business Administration; Hospitality Management
Ivan Arguello Ivan Arguello's J.P. Morgan Experience September 2014 - Present
Job KYC Specalist at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan September 2014 - Present
Sabadell United Bank December 2013 - September 2014
HSBC Private Bank July 2013 - December 2013
The Continental Group August 2010 - June 2013
Skills
Property Management, Office Management, Real Estate, Administrative..., Leases, Outlook, Notary Public, Data Entry, Office Administration, Customer Service, Lease Administration, File Management, Event Planning, Microsoft Office, Microsoft Excel, Administrative..., KYC, Sales
Education
Florida International University 2005 — 2010
Bachelor of Arts, Political Science
Universidad Autónoma de Madrid 2008 — 2009
Political Science
Miami Killian 2001 — 2005
J.P. Morgan September 2014 - Present
Sabadell United Bank December 2013 - September 2014
HSBC Private Bank July 2013 - December 2013
The Continental Group August 2010 - June 2013
Skills
Property Management, Office Management, Real Estate, Administrative..., Leases, Outlook, Notary Public, Data Entry, Office Administration, Customer Service, Lease Administration, File Management, Event Planning, Microsoft Office, Microsoft Excel, Administrative..., KYC, Sales
Education
Florida International University 2005 — 2010
Bachelor of Arts, Political Science
Universidad Autónoma de Madrid 2008 — 2009
Political Science
Miami Killian 2001 — 2005
Jason Dew Jason Dew's J.P. Morgan Experience April 2013 - Present
Job Associate
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Sports Field Management December 2009 - Present
Snehta September 2012 - January 2013
Abacoa Golf Club December 2009 - December 2009
Bowling Green Country Club March 2008 - May 2009
ActiveGroup Ventures, Inc. May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Public Speaking, PowerPoint, Budgets, Event Management, Microsoft Word, Public Relations, Social Media Marketing, Marketing Communications, New Business Development, Social Networking, Online Marketing, Fundraising, Sales, Online Advertising, Account Management, Leadership, Time Management, Marketing Strategy, Salesforce.com
Education
Florida Atlantic University 2010 — 2012
Masters; Degree, Business Administration, 3.1
Western Kentucky University 2006 — 2009
Bachelor of Science, Business Administration and Management, General, 3.0
Indiana University Bloomington 2005 — 2006
Business Management
J.P. Morgan April 2013 - Present
Sports Field Management December 2009 - Present
Snehta September 2012 - January 2013
Abacoa Golf Club December 2009 - December 2009
Bowling Green Country Club March 2008 - May 2009
ActiveGroup Ventures, Inc. May 2007 - August 2007
Skills
Customer Service, Microsoft Office, Event Planning, Microsoft Excel, Public Speaking, PowerPoint, Budgets, Event Management, Microsoft Word, Public Relations, Social Media Marketing, Marketing Communications, New Business Development, Social Networking, Online Marketing, Fundraising, Sales, Online Advertising, Account Management, Leadership, Time Management, Marketing Strategy, Salesforce.com
Education
Florida Atlantic University 2010 — 2012
Masters; Degree, Business Administration, 3.1
Western Kentucky University 2006 — 2009
Bachelor of Science, Business Administration and Management, General, 3.0
Indiana University Bloomington 2005 — 2006
Business Management
Al Aria Al Aria's J.P. Morgan Experience March 1987 - May 2006
Job Senior Managing Director at GE Capital
Industry Financial Services
Experience
GE Capital July 2006 - Present
GE Capital Healthcare Financial Services June 2006 - April 2012
J.P. Morgan March 1987 - May 2006
Skills
Loans, Leveraged Finance, Asset Based Lending, Private Equity, Capital Markets, Corporate Finance, Investment Banking, Financial Modeling, Financial Services, Financial Structuring, Valuation, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
New England College 1982 — 1986
Bachelor's degree, Finance & Economics
GE Capital July 2006 - Present
GE Capital Healthcare Financial Services June 2006 - April 2012
J.P. Morgan March 1987 - May 2006
Skills
Loans, Leveraged Finance, Asset Based Lending, Private Equity, Capital Markets, Corporate Finance, Investment Banking, Financial Modeling, Financial Services, Financial Structuring, Valuation, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
New England College 1982 — 1986
Bachelor's degree, Finance & Economics
Ashley Weitzman Ashley Weitzman's J.P. Morgan Experience April 2015 - Present
Job
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan July 2014 - Present
Oppenheimer & Co. Inc. January 2012 - June 2014
Korea Poly School July 2010 - July 2011
Kelley/Uustal, PLC February 2009 - June 2010
Imperial Finance & Trading January 2008 - January 2009
Winthrop and Jovanovich, P.A. March 2006 - January 2008
Education
Florida Atlantic University 2002 — 2005
B.A.
J.P. Morgan April 2015 - Present
J.P. Morgan July 2014 - Present
Oppenheimer & Co. Inc. January 2012 - June 2014
Korea Poly School July 2010 - July 2011
Kelley/Uustal, PLC February 2009 - June 2010
Imperial Finance & Trading January 2008 - January 2009
Winthrop and Jovanovich, P.A. March 2006 - January 2008
Education
Florida Atlantic University 2002 — 2005
B.A.
Carolina Galindo Carolina Galindo's J.P. Morgan Experience May 2015 - August 2015
Job Student at Florida International University
Industry Financial Services
Experience
J.P. Morgan May 2015 - August 2015
Florida International University January 2014 - May 2014
Alpha Kappa Psi December 2013 - March 2014
ortosintese May 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Finance, Microsoft Word, Accounting, Bloomberg, Investments, Accounts Receivable, Financial Risk, Financial Reporting, Financial Accounting, Public Speaking, Leadership
Education
Florida International University - College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
J.P. Morgan May 2015 - August 2015
Florida International University January 2014 - May 2014
Alpha Kappa Psi December 2013 - March 2014
ortosintese May 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Finance, Microsoft Word, Accounting, Bloomberg, Investments, Accounts Receivable, Financial Risk, Financial Reporting, Financial Accounting, Public Speaking, Leadership
Education
Florida International University - College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
John Marin John Marin's J.P. Morgan Experience August 2015 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2015 - Present
Florida International University - College of Business September 2014 - Present
MBA JumpStart August 2014 - August 2014
J.P. Morgan May 2014 - August 2014
Hispanic Association of Colleges and Universities (HACU) October 2013 - October 2013
Goldman Sachs June 2013 - June 2013
Education
Florida International University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
J.P. Morgan August 2015 - Present
Florida International University - College of Business September 2014 - Present
MBA JumpStart August 2014 - August 2014
J.P. Morgan May 2014 - August 2014
Hispanic Association of Colleges and Universities (HACU) October 2013 - October 2013
Goldman Sachs June 2013 - June 2013
Education
Florida International University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Patrick Quilty's J.P. Morgan Experience June 1988 — May 1990
Job Chief Credit Officer: AIG Global Risk Solutions
Industry Banking & Insurance & Hedge Funds
Experience
AIG September 2012 — Present
Specialized Performance Advisory Group October 2010 — September 2012
Barclays Capital November 2003 — October 2010
ABN AMRO Bank N.V. 1999 — 2003
Chase Asset Management 1995 — 1997
ARM Capital Advisors April 1994 — March 1996
Lehman Brothers April 1990 — March 1994
J.P. Morgan June 1988 — May 1990
Skills
Risk Management, Credit Risk, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Credit
Education
Florida State University - College of Business 1984 — 1988
Bachelor of Science, Economics
AIG September 2012 — Present
Specialized Performance Advisory Group October 2010 — September 2012
Barclays Capital November 2003 — October 2010
ABN AMRO Bank N.V. 1999 — 2003
Chase Asset Management 1995 — 1997
ARM Capital Advisors April 1994 — March 1996
Lehman Brothers April 1990 — March 1994
J.P. Morgan June 1988 — May 1990
Skills
Risk Management, Credit Risk, Portfolio Management, Fixed Income, Hedge Funds, Derivatives, Credit
Education
Florida State University - College of Business 1984 — 1988
Bachelor of Science, Economics
Dave Robison's J.P. Morgan Experience October 2013 - Present
Job Consultant Relations at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
Skills
Equities, Strategy, Salesforce.com, Asset Managment, Analytics, Product Management, Hedge Funds, Leadership, Financial Analysis, Derivatives, Financial Markets, Business Development, New Business Development, Financial Services, Account Management, Investments, CRM, Selling, Strategic Planning, Business Strategy, Sales
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Finance and Accounting
Hartwick College 1990 — 1994
BA, Management
The Shipley School 1984 — 1990
J.P. Morgan October 2013 - Present
Skills
Equities, Strategy, Salesforce.com, Asset Managment, Analytics, Product Management, Hedge Funds, Leadership, Financial Analysis, Derivatives, Financial Markets, Business Development, New Business Development, Financial Services, Account Management, Investments, CRM, Selling, Strategic Planning, Business Strategy, Sales
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Finance and Accounting
Hartwick College 1990 — 1994
BA, Management
The Shipley School 1984 — 1990
Eric D. Adams's J.P. Morgan Experience 2010 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2010 - Present
J.P. Morgan 2010 - 2010
J.P. Morgan 2007 - 2010
Northern Trust October 2006 - October 2007
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Accounting & Finance
University of Wisconsin-Madison 2002 — 2006
B.A., Economics, Political Science, Finance
J.P. Morgan 2010 - Present
J.P. Morgan 2010 - 2010
J.P. Morgan 2007 - 2010
Northern Trust October 2006 - October 2007
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Accounting & Finance
University of Wisconsin-Madison 2002 — 2006
B.A., Economics, Political Science, Finance
Marcelo Takieddine's J.P. Morgan Experience July 2014 - Present
Job Managing Director at JPMorgan Private Bank
Industry Banking
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - July 2014
J.P. Morgan January 2010 - March 2013
J.P. Morgan July 2007 - January 2010
J.P. Morgan January 2005 - June 2007
Smith Barney - Citigroup February 1999 - January 2005
Skills
Business Strategy, Alternative Investments, Investments, Capital Markets, Derivatives, Budgets, Banking, Fixed Income, Hedge Funds, Equities, Mergers & Acquisitions, Business Development, Portfolio Management, Business Analysis, Risk Management, Investment Banking, Valuation
Education
Florida International University
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - July 2014
J.P. Morgan January 2010 - March 2013
J.P. Morgan July 2007 - January 2010
J.P. Morgan January 2005 - June 2007
Smith Barney - Citigroup February 1999 - January 2005
Skills
Business Strategy, Alternative Investments, Investments, Capital Markets, Derivatives, Budgets, Banking, Fixed Income, Hedge Funds, Equities, Mergers & Acquisitions, Business Development, Portfolio Management, Business Analysis, Risk Management, Investment Banking, Valuation
Education
Florida International University
Edward Semlies's J.P. Morgan Experience July 2009 - Present
Job Vice President/Client Service Manager
Industry Financial Services
Experience
J.P. Morgan July 2009 - Present
J.P. Morgan January 2008 - July 2009
U.S. Trust June 2004 - December 2007
J.P. Morgan January 1998 - May 2004
J.P. Morgan October 1995 - January 1998
Skills
Pensions, 401k, Retirement, Securities, Investments, Global Custody, Fund Of Funds, Mutual Funds, Asset Allocation, Relationship Management, Fund Accounting, Fund Administration, Corporate Actions, Back Office, Pension Funds, Defined Contribution, Institutional..., Defined Benefit, Investment Management, Financial Risk, Derivatives, Alternative Investments, Banking, Financial Markets, Risk Management, Financial Services, Financial Analysis, ERISA, Finance, Bonds, Wealth Management, Credit, Series 63, Series 7, Portfolio Management
Education
Fordham Gabelli School of Business 1997 — 2001
MBA, Finance
University at Albany, SUNY 1987 — 1991
BA, Economics
J.P. Morgan July 2009 - Present
J.P. Morgan January 2008 - July 2009
U.S. Trust June 2004 - December 2007
J.P. Morgan January 1998 - May 2004
J.P. Morgan October 1995 - January 1998
Skills
Pensions, 401k, Retirement, Securities, Investments, Global Custody, Fund Of Funds, Mutual Funds, Asset Allocation, Relationship Management, Fund Accounting, Fund Administration, Corporate Actions, Back Office, Pension Funds, Defined Contribution, Institutional..., Defined Benefit, Investment Management, Financial Risk, Derivatives, Alternative Investments, Banking, Financial Markets, Risk Management, Financial Services, Financial Analysis, ERISA, Finance, Bonds, Wealth Management, Credit, Series 63, Series 7, Portfolio Management
Education
Fordham Gabelli School of Business 1997 — 2001
MBA, Finance
University at Albany, SUNY 1987 — 1991
BA, Economics
Jennifer Estanislau's J.P. Morgan Experience December 2012 - August 2014
Job Private Banking at UBS Wealth Management
Industry Banking
Experience
UBS Wealth Management August 2014 - Present
J.P. Morgan December 2012 - August 2014
Safra National Bank Of New York July 2010 - November 2012
YAM Wireless March 2009 - May 2011
Safra National Bank of New York July 2007 - February 2009
YAM Wireless 1999 - 2007
Education
Nova Southeastern University 2005 — 2007
MBA, International Business
Florida International University - College of Business 2000 — 2004
Business Administration, International Business and Finance
UBS Wealth Management August 2014 - Present
J.P. Morgan December 2012 - August 2014
Safra National Bank Of New York July 2010 - November 2012
YAM Wireless March 2009 - May 2011
Safra National Bank of New York July 2007 - February 2009
YAM Wireless 1999 - 2007
Education
Nova Southeastern University 2005 — 2007
MBA, International Business
Florida International University - College of Business 2000 — 2004
Business Administration, International Business and Finance
Kerwin Deese's J.P. Morgan Experience February 2014 - Present
Job Vice President & Relationship Manager, Public Sector Banking at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2014 - Present
American Business Bank September 2009 - January 2014
Wachovia Bank September 2003 - September 2009
Golin/Harris International (IPG) 1999 - 2003
The Nixon Group 2000 - 2001
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Credit, Underwriting, Asset Based Lending, Lines Of Credit, Cash Management, Financial Analysis, Commercial Mortgages, Credit Analysis, Middle Market, B2B, Business Advisory, Business Operations, Economics, Forecasting, Growth Strategies, Market Analysis, Marketing Strategy, Negotiation, Outside Sales, Proposal Writing, Sales Prospecting, Risk Management, Sales, Commercial Business..., Cash Flow Lending, Cold Calling, Business Networking, Global Trends, Financial Advisory, Sales Presentations, Business Relationship..., Treasury Services, Consultative Approach, Business Analysis, Business Development, Business Planning, C Level Selling, Portfolio Management, Due Diligence, Solution Selling, Communication Skills, Small Business Lending
Education
Florida State University - College of Business 1995 — 1999
B.S., Multinational Business Operations & Marketing
Titusville High School 1992 — 1995
J.P. Morgan February 2014 - Present
American Business Bank September 2009 - January 2014
Wachovia Bank September 2003 - September 2009
Golin/Harris International (IPG) 1999 - 2003
The Nixon Group 2000 - 2001
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Credit, Underwriting, Asset Based Lending, Lines Of Credit, Cash Management, Financial Analysis, Commercial Mortgages, Credit Analysis, Middle Market, B2B, Business Advisory, Business Operations, Economics, Forecasting, Growth Strategies, Market Analysis, Marketing Strategy, Negotiation, Outside Sales, Proposal Writing, Sales Prospecting, Risk Management, Sales, Commercial Business..., Cash Flow Lending, Cold Calling, Business Networking, Global Trends, Financial Advisory, Sales Presentations, Business Relationship..., Treasury Services, Consultative Approach, Business Analysis, Business Development, Business Planning, C Level Selling, Portfolio Management, Due Diligence, Solution Selling, Communication Skills, Small Business Lending
Education
Florida State University - College of Business 1995 — 1999
B.S., Multinational Business Operations & Marketing
Titusville High School 1992 — 1995
Jeremy Carragher's J.P. Morgan Experience February 2010 - November 2012
Job Project Manager at SSL Energy Solutions
Industry Electrical/Electronic Manufacturing
Experience
SSL Energy Solutions June 2012 - Present
J.P. Morgan February 2010 - November 2012
J.P. Morgan February 2009 - February 2010
JPMorgan Chase and Co February 2008 - February 2009
Scottrade 2006 - 2008
Implied Capital LLC July 2007 - December 2007
Skills
Equities, Derivatives, Fixed Income, Financial Modeling, Valuation, Securities, Investment Banking, Financial Analysis, Investments, Options, Portfolio Management, Capital Markets, Hedge Funds, Equity Derivatives, Project Management, Microsoft Excel
Education
Florida State University 2005 — 2008
Bachelors of Arts, Finance
SSL Energy Solutions June 2012 - Present
J.P. Morgan February 2010 - November 2012
J.P. Morgan February 2009 - February 2010
JPMorgan Chase and Co February 2008 - February 2009
Scottrade 2006 - 2008
Implied Capital LLC July 2007 - December 2007
Skills
Equities, Derivatives, Fixed Income, Financial Modeling, Valuation, Securities, Investment Banking, Financial Analysis, Investments, Options, Portfolio Management, Capital Markets, Hedge Funds, Equity Derivatives, Project Management, Microsoft Excel
Education
Florida State University 2005 — 2008
Bachelors of Arts, Finance
John K. Davis Jr.'s J.P. Morgan Experience May 2009 - October 2010
Job Equity Analyst
Industry Financial Services
Experience
Sandler O'Neill October 2010 - November 2011
J.P. Morgan May 2009 - October 2010
J.P. Morgan July 2008 - May 2009
Trusco Capital Management June 2006 - August 2006
Education
Florida State University - College of Business 2007 — 2008
Master of Business Administration (M.B.A.)
Sewanee-The University of the South 2004 — 2007
Bachelor of Arts, Economics
Sandler O'Neill October 2010 - November 2011
J.P. Morgan May 2009 - October 2010
J.P. Morgan July 2008 - May 2009
Trusco Capital Management June 2006 - August 2006
Education
Florida State University - College of Business 2007 — 2008
Master of Business Administration (M.B.A.)
Sewanee-The University of the South 2004 — 2007
Bachelor of Arts, Economics
Fred Raphael's J.P. Morgan Experience January 2012 - October 2012
Job Due Diligence Underwriter/ Sr Post Closer
Industry Financial Services
Experience
Bayview Loan Servicing, LLC June 2015 - Present
WCS Lending October 2012 - January 2014
J.P. Morgan January 2012 - October 2012
Deutsche Bank 2005 - 2007
ABN AMRO Bank N.V. 2002 - 2005
Skills
Loans, Risk Management, Credit Risk, Customer Service, Process Improvement, Mortgage Banking, Mortgage Lending, Loan Origination, Outlook, Microsoft Word, Negotiation, Residential Mortgages, FHA, Financial Analysis, Banking, Credit, Mortgage Servicing, Credit Analysis, Finance, Underwriting, Loan Servicing, Mortgage Underwriting
Education
Florida Atlantic University 2001 — 2003
Bayview Loan Servicing, LLC June 2015 - Present
WCS Lending October 2012 - January 2014
J.P. Morgan January 2012 - October 2012
Deutsche Bank 2005 - 2007
ABN AMRO Bank N.V. 2002 - 2005
Skills
Loans, Risk Management, Credit Risk, Customer Service, Process Improvement, Mortgage Banking, Mortgage Lending, Loan Origination, Outlook, Microsoft Word, Negotiation, Residential Mortgages, FHA, Financial Analysis, Banking, Credit, Mortgage Servicing, Credit Analysis, Finance, Underwriting, Loan Servicing, Mortgage Underwriting
Education
Florida Atlantic University 2001 — 2003
Brian Hayes's J.P. Morgan Experience September 2014 - Present
Job Executive Director J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
ICAP April 2014 - August 2014
ICAP January 2011 - April 2014
ICAP 2011 - April 2011
UBS Investment Bank March 2010 - January 2011
UBS Investment Bank 2009 - March 2010
UBS Investment Bank, Prime Services 2006 - 2008
Barclays Capital July 2005 - October 2006
Goldman Sachs June 1999 - July 2005
Lehman Brothers 1998 - 1999
Skills
Fixed Income, Middle Office, Securities, Settlement, Prime Brokerage, Financial Services, Corporate Actions, Funding, Equities, Derivatives, Capital Markets, Hedge Funds, Back Office
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (M.B.A.), Corporate Finance
Saint John's University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Xavier 1991 — 1995
J.P. Morgan September 2014 - Present
ICAP April 2014 - August 2014
ICAP January 2011 - April 2014
ICAP 2011 - April 2011
UBS Investment Bank March 2010 - January 2011
UBS Investment Bank 2009 - March 2010
UBS Investment Bank, Prime Services 2006 - 2008
Barclays Capital July 2005 - October 2006
Goldman Sachs June 1999 - July 2005
Lehman Brothers 1998 - 1999
Skills
Fixed Income, Middle Office, Securities, Settlement, Prime Brokerage, Financial Services, Corporate Actions, Funding, Equities, Derivatives, Capital Markets, Hedge Funds, Back Office
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (M.B.A.), Corporate Finance
Saint John's University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Xavier 1991 — 1995
Kevin Royer's J.P. Morgan Experience February 2008 - August 2011
Job Investment Sales Specialist
Industry Commercial Real Estate
Experience
Halstead Property November 2013 - Present
Bonim Properties March 2011 - Present
TerraCRG Commercial Realty Group November 2012 - November 2013
Cruse Real Estate August 2011 - November 2012
J.P. Morgan February 2008 - August 2011
Robbins and Lloyd Mortgage June 2005 - January 2008
American Housing Partners June 2003 - June 2005
Delta Air Lines June 2001 - June 2003
Skills
Real Estate, Real Estate Development, Real Estate Financing, Series 7, Series 63, Real Estate License, MCS, Merchant Services, Account Management, Banking, Business Management, Business Strategy, Visual Basic, SQL, Customer Relations, Contract Negotiation, Dreamweaver, Web Development, Database Administration, Excel, E-commerce, Joomla, Key Account Management, Team Leadership, Microsoft Office, Social Media, Underwriting, Wordpress, XML, Youth Development, New York, Zoning, Microsoft Excel, Customer Service, Commercial Real Estate, Credit, Management, Loans, Real Estate Transactions, Sales, Mortgage Lending, Portfolio Management, WordPress
Education
Florida International University 1996 — 2000
Bachelor of Arts, Economics and International Relations
Miami Dade College 1997 — 1998
Associates, Public Relations
Halstead Property November 2013 - Present
Bonim Properties March 2011 - Present
TerraCRG Commercial Realty Group November 2012 - November 2013
Cruse Real Estate August 2011 - November 2012
J.P. Morgan February 2008 - August 2011
Robbins and Lloyd Mortgage June 2005 - January 2008
American Housing Partners June 2003 - June 2005
Delta Air Lines June 2001 - June 2003
Skills
Real Estate, Real Estate Development, Real Estate Financing, Series 7, Series 63, Real Estate License, MCS, Merchant Services, Account Management, Banking, Business Management, Business Strategy, Visual Basic, SQL, Customer Relations, Contract Negotiation, Dreamweaver, Web Development, Database Administration, Excel, E-commerce, Joomla, Key Account Management, Team Leadership, Microsoft Office, Social Media, Underwriting, Wordpress, XML, Youth Development, New York, Zoning, Microsoft Excel, Customer Service, Commercial Real Estate, Credit, Management, Loans, Real Estate Transactions, Sales, Mortgage Lending, Portfolio Management, WordPress
Education
Florida International University 1996 — 2000
Bachelor of Arts, Economics and International Relations
Miami Dade College 1997 — 1998
Associates, Public Relations
Jesse Weiner's J.P. Morgan Experience March 2006 - July 2007
Job FX Risk Consultant, VP at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2013 - Present
Wells Fargo February 2012 - August 2013
Wells Fargo July 2010 - February 2012
Wells Fargo July 2007 - July 2010
J.P. Morgan March 2006 - July 2007
Skills
Economics, Financial Markets, FX Options, Financial Modeling, Financial Analysis, Risk Management, Bloomberg, Portfolio Management, Banking, Valuation, Analysis, Bloomberg Terminal, Corporate Finance, Business Analysis, Program Management, Access, Programming, Microsoft Excel, Underwriting, Microsoft Office, Foreign Exchange Risk...
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Masters, Finance
Florida State University 2001 — 2004
Bachelor of Science, Physics
Wells Fargo August 2013 - Present
Wells Fargo February 2012 - August 2013
Wells Fargo July 2010 - February 2012
Wells Fargo July 2007 - July 2010
J.P. Morgan March 2006 - July 2007
Skills
Economics, Financial Markets, FX Options, Financial Modeling, Financial Analysis, Risk Management, Bloomberg, Portfolio Management, Banking, Valuation, Analysis, Bloomberg Terminal, Corporate Finance, Business Analysis, Program Management, Access, Programming, Microsoft Excel, Underwriting, Microsoft Office, Foreign Exchange Risk...
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Masters, Finance
Florida State University 2001 — 2004
Bachelor of Science, Physics
Mehdi Kermanshah's J.P. Morgan Experience July 2003 - January 2006
Job Electronic Trading at RBC
Industry Financial Services
Experience
RBC Capital Markets August 2015 - Present
Ullink October 2012 - August 2015
Goldman Sachs January 2006 - May 2012
J.P. Morgan July 2003 - January 2006
Fidessa 2002 - 2003
Skills
Electronic Trading, Portfolio Management, Equities, Trading Systems, Investments, Equity Trading, Derivatives, Options, Exchange Connectivity, Options Strategies, Trading, Hedge Funds, Financial Markets, Equity Derivatives, Bloomberg, Capital Markets, Market Data, Fixed Income, FX Options, Prime Brokerage, Middle Office, Low Latency
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Finance
New York University 1998 — 2002
RBC Capital Markets August 2015 - Present
Ullink October 2012 - August 2015
Goldman Sachs January 2006 - May 2012
J.P. Morgan July 2003 - January 2006
Fidessa 2002 - 2003
Skills
Electronic Trading, Portfolio Management, Equities, Trading Systems, Investments, Equity Trading, Derivatives, Options, Exchange Connectivity, Options Strategies, Trading, Hedge Funds, Financial Markets, Equity Derivatives, Bloomberg, Capital Markets, Market Data, Fixed Income, FX Options, Prime Brokerage, Middle Office, Low Latency
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Finance
New York University 1998 — 2002
Carlos Ledet's J.P. Morgan Experience August 1998 - December 2013
Job Vice President Wealth Strategist at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation January 2014 - Present
J.P. Morgan August 1998 - December 2013
Citi April 1992 - August 1998
United States Marine Corps October 1983 - October 1989
Skills
Wealth Management, Commercial Banking, Investments, Private Banking, Series 7
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
B.S., Int'l Business & Marketing
Fordham Gabelli School of Business 1996 — 1998
MBA, Finance
Northern Trust Corporation January 2014 - Present
J.P. Morgan August 1998 - December 2013
Citi April 1992 - August 1998
United States Marine Corps October 1983 - October 1989
Skills
Wealth Management, Commercial Banking, Investments, Private Banking, Series 7
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
B.S., Int'l Business & Marketing
Fordham Gabelli School of Business 1996 — 1998
MBA, Finance
Judy Kay Riggins's J.P. Morgan Experience March 2009 - July 2012
Job sales and service
Industry Financial Services
Experience
New York Life Insurance Company July 2015 - Present
J.P. Morgan March 2009 - July 2012
Chase March 2009 - July 2012
Chase March 2009 - July 2012
CHASE HOME LENDING- CONSUMER DIRECT March 2009 - July 2012
JPMorgan Chase March 2009 - January 2012
Clayton 2012 - 2012
Chase March 2009 - January 2010
HSBC October 2007 - January 2009
Bank of America January 2004 - July 2007
Skills
Mortgage Banking, Loss Mitigation, Mortgage Servicing, Mortgage Lending, Loans, Underwriting, Credit, Loan Origination, Banking, Call Center, FHA, Risk Management, Loan Servicing, FHLMC, FNMA, Process Improvement, Credit Risk, Credit Analysis, Team Building, Mortgage Underwriting, Retention Management, Event Planning, Wedding Planning, Corporate Events, Employee Recognition, Small Business Lending, Customer Service, Customer Oriented, mortgage processor, default processing, Credit Cards, Cellular Communications, Vendor Management, Call Centers, Loan Modifications, Residential Mortgages, Selling, Quota Achievement, Pipeline Generation, Android SDK, Financial Services
Education
Florida Metropolitan University 1994 — 1998
Associates Degree, Marketing
Hillsborough
University of Phoenix
Bachelor’s Degree, Business Management
New York Life Insurance Company July 2015 - Present
J.P. Morgan March 2009 - July 2012
Chase March 2009 - July 2012
Chase March 2009 - July 2012
CHASE HOME LENDING- CONSUMER DIRECT March 2009 - July 2012
JPMorgan Chase March 2009 - January 2012
Clayton 2012 - 2012
Chase March 2009 - January 2010
HSBC October 2007 - January 2009
Bank of America January 2004 - July 2007
Skills
Mortgage Banking, Loss Mitigation, Mortgage Servicing, Mortgage Lending, Loans, Underwriting, Credit, Loan Origination, Banking, Call Center, FHA, Risk Management, Loan Servicing, FHLMC, FNMA, Process Improvement, Credit Risk, Credit Analysis, Team Building, Mortgage Underwriting, Retention Management, Event Planning, Wedding Planning, Corporate Events, Employee Recognition, Small Business Lending, Customer Service, Customer Oriented, mortgage processor, default processing, Credit Cards, Cellular Communications, Vendor Management, Call Centers, Loan Modifications, Residential Mortgages, Selling, Quota Achievement, Pipeline Generation, Android SDK, Financial Services
Education
Florida Metropolitan University 1994 — 1998
Associates Degree, Marketing
Hillsborough
University of Phoenix
Bachelor’s Degree, Business Management
Elisa Hatch's J.P. Morgan Experience January 2008 - July 2009
Job Technical Operations Analyst at J.P. Morgan
Industry Banking
Experience
JPMorgan Chase December 2010 - Present
JPMorgan Chase March 2010 - December 2010
J.P. Morgan January 2008 - July 2009
The Patel Foundation for Global Understanding June 2006 - April 2007
Allied Pixels July 2006 - January 2007
Character Development (501c3) May 2006 - August 2006
JPMorgan Chase January 2005 - July 2005
JPMorgan Chase June 2004 - January 2005
JPMorgan Chase January 2002 - January 2004
JPMorgan Chase May 2000 - January 2002
Skills
Telephony, Business Process, Change Management, Analysis, Project Management, Call Center, Risk Management, Testing, PMP, Performance Management, IVR, Call Routing, Call Center..., Call Center Development, Program Management, SharePoint, Writing, Technical Support, Program Implementation, Laughter Yoga, Contact Centers, Contact Center..., SDLC, Call Centers, Avaya, Vendor Management, Business Analysis, Process Improvement, Business Process..., Banking, Visio
Education
Saint Leo University 2012 — 2015
n/a
Manhattan Beauty Academy 2009 — 2009
Villanova 2005 — 2006
Florida Metropolitan University 2000 — 2006
AS
Dr Kataria School Of Laughter Yoga
JPMorgan Chase December 2010 - Present
JPMorgan Chase March 2010 - December 2010
J.P. Morgan January 2008 - July 2009
The Patel Foundation for Global Understanding June 2006 - April 2007
Allied Pixels July 2006 - January 2007
Character Development (501c3) May 2006 - August 2006
JPMorgan Chase January 2005 - July 2005
JPMorgan Chase June 2004 - January 2005
JPMorgan Chase January 2002 - January 2004
JPMorgan Chase May 2000 - January 2002
Skills
Telephony, Business Process, Change Management, Analysis, Project Management, Call Center, Risk Management, Testing, PMP, Performance Management, IVR, Call Routing, Call Center..., Call Center Development, Program Management, SharePoint, Writing, Technical Support, Program Implementation, Laughter Yoga, Contact Centers, Contact Center..., SDLC, Call Centers, Avaya, Vendor Management, Business Analysis, Process Improvement, Business Process..., Banking, Visio
Education
Saint Leo University 2012 — 2015
n/a
Manhattan Beauty Academy 2009 — 2009
Villanova 2005 — 2006
Florida Metropolitan University 2000 — 2006
AS
Dr Kataria School Of Laughter Yoga
Christiano Pedra Nobre's J.P. Morgan Experience December 2011 - October 2013
Job Executive at Macquarie Group
Industry Financial Services
Experience
Macquarie Group October 2013 - Present
J.P. Morgan December 2011 - October 2013
JPMorgan Chase September 2008 - December 2011
PepsiCo February 2008 - May 2008
Skills
Investments, Cash Management, Hedge Funds, Mutual Funds, Real Estate, Fixed Annuities, Securities, Relationship Management, Property Management, Excel, Valuation, Equities, Bloomberg
Education
Fordham Gabelli School of Business 2009 — 2013
MBA, Finance, Management
Fordham University 2004 — 2008
B.A, Economics
Macquarie Group October 2013 - Present
J.P. Morgan December 2011 - October 2013
JPMorgan Chase September 2008 - December 2011
PepsiCo February 2008 - May 2008
Skills
Investments, Cash Management, Hedge Funds, Mutual Funds, Real Estate, Fixed Annuities, Securities, Relationship Management, Property Management, Excel, Valuation, Equities, Bloomberg
Education
Fordham Gabelli School of Business 2009 — 2013
MBA, Finance, Management
Fordham University 2004 — 2008
B.A, Economics
Ed Shahnasarian's J.P. Morgan Experience June 2011 - July 2013
Job Senior Associate at Bernhard Capital Partners
Industry Venture Capital & Private Equity
Experience
Bernhard Capital Partners August 2015 - Present
Thomas H. Lee Partners July 2013 - July 2015
J.P. Morgan June 2011 - July 2013
Barclays Capital June 2010 - August 2010
Education
The London School of Economics and Political Science (LSE) 2010 — 2011
Msc, Accounting and Finance
Florida State University 2006 — 2010
Bachelor of Science, Finance & Accounting, Minor: Applied Economics
Jesuit High School 2002 — 2006
Bernhard Capital Partners August 2015 - Present
Thomas H. Lee Partners July 2013 - July 2015
J.P. Morgan June 2011 - July 2013
Barclays Capital June 2010 - August 2010
Education
The London School of Economics and Political Science (LSE) 2010 — 2011
Msc, Accounting and Finance
Florida State University 2006 — 2010
Bachelor of Science, Finance & Accounting, Minor: Applied Economics
Jesuit High School 2002 — 2006
Richard (Rick) Stamps's J.P. Morgan Experience July 2002 - January 2009
Job Underwriter at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2009 - September 2013
J.P. Morgan July 2002 - January 2009
Genesis HealthCare July 1999 - December 2001
Compass Group March 1997 - July 1999
Skills
Finance, Mortgage Banking, Underwriting, Management, Business Development, Loans, Credit, Mortgage Lending, Credit Analysis, Operations Management, Recruiting, Training, Sales, Business Planning, Budgets, Loss Mitigation, Budget Process, •Project Management, Exceptional People..., Project Management
Education
Florida Metropolitan University 1993 — 1997
Bachelor's degree, Business Administration and Management, General, 3.8
JPMorgan Chase July 2009 - September 2013
J.P. Morgan July 2002 - January 2009
Genesis HealthCare July 1999 - December 2001
Compass Group March 1997 - July 1999
Skills
Finance, Mortgage Banking, Underwriting, Management, Business Development, Loans, Credit, Mortgage Lending, Credit Analysis, Operations Management, Recruiting, Training, Sales, Business Planning, Budgets, Loss Mitigation, Budget Process, •Project Management, Exceptional People..., Project Management
Education
Florida Metropolitan University 1993 — 1997
Bachelor's degree, Business Administration and Management, General, 3.8
Greg Halpin's J.P. Morgan Experience 2002 - 2007
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Barclays Capital 2009 - Present
BNP Paribas 2005 - 2008
J.P. Morgan 2002 - 2007
Tradecom 2000 - 2002
PwC Consulting 1997 - 2000
Deutsche Bank 1993 - 2000
Deutsche Bank DBTrader 1995 - 1998
Lehman Brothers 1990 - 1993
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, International Finance
Saint Thomas Aquinas College
Barclays Capital 2009 - Present
BNP Paribas 2005 - 2008
J.P. Morgan 2002 - 2007
Tradecom 2000 - 2002
PwC Consulting 1997 - 2000
Deutsche Bank 1993 - 2000
Deutsche Bank DBTrader 1995 - 1998
Lehman Brothers 1990 - 1993
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, International Finance
Saint Thomas Aquinas College
Rey Pagan's J.P. Morgan Experience 1998 - 2009
Job Computer & Network Security Professional
Industry Computer & Network Security
Experience
Bear Stearns / JPMorgan 1998 - 2009
Bear Stearns 1998 - 2009
JP Morgan 1998 - 2009
Bear Stearns/Custodial Trust Company 1998 - 2009
JPMorgan Chase 1998 - 2009
Bear Stearns Global Clearing San Francisco 1998 - 2009
JP Morgan Chase 1998 - 2009
J.P. Morgan 1998 - 2009
JP Morgan - Prime Brokerage 1998 - 2009
J.P. Morgan Chase 1998 - 2009
Skills
Prime Brokerage, Equities, Middle Office, Trading Systems, Fixed Income, Hedge Funds, Securities, Integration, Back Office, Capital Markets, Derivatives, Software Documentation, Bloomberg, Financial Services, Corporate Actions, AML, Options, Disaster Recovery, Investment Banking, Electronic Trading, Settlement, Market Data, FX Options, Equity Derivatives, Asset Management, Security, Trading
Education
Aviation HS
diploma, Airplane Mechanics
Florida Atlantic University
Computer Science
Pace University
Computer Science / Programming
Bear Stearns / JPMorgan 1998 - 2009
Bear Stearns 1998 - 2009
JP Morgan 1998 - 2009
Bear Stearns/Custodial Trust Company 1998 - 2009
JPMorgan Chase 1998 - 2009
Bear Stearns Global Clearing San Francisco 1998 - 2009
JP Morgan Chase 1998 - 2009
J.P. Morgan 1998 - 2009
JP Morgan - Prime Brokerage 1998 - 2009
J.P. Morgan Chase 1998 - 2009
Skills
Prime Brokerage, Equities, Middle Office, Trading Systems, Fixed Income, Hedge Funds, Securities, Integration, Back Office, Capital Markets, Derivatives, Software Documentation, Bloomberg, Financial Services, Corporate Actions, AML, Options, Disaster Recovery, Investment Banking, Electronic Trading, Settlement, Market Data, FX Options, Equity Derivatives, Asset Management, Security, Trading
Education
Aviation HS
diploma, Airplane Mechanics
Florida Atlantic University
Computer Science
Pace University
Computer Science / Programming
Amanda Hewitson, CPA's J.P. Morgan Experience November 2009 - October 2012
Job Assistant Vice President at The Blackstone Group
Industry Accounting
Experience
The Blackstone Group May 2014 - Present
Riverstone Holdings 2012 - 2014
J.P. Morgan November 2009 - October 2012
PwC January 2005 - August 2009
Skills
CPA, Financial Reporting, Sarbanes-Oxley Act, GAAP, Fund Accounting, Mutual Funds, SEC filings, Accounting, Auditing, Private Equity, Alternative Investments, Internal Controls, Financial Analysis, Financial Statements, Financial Modeling, Financial Accounting
Education
Florida State University 2000 — 2004
BS, Accounting
University of South Florida - College of Business Administration 2005 — 2006
MBA, Forensic Accounting
The Blackstone Group May 2014 - Present
Riverstone Holdings 2012 - 2014
J.P. Morgan November 2009 - October 2012
PwC January 2005 - August 2009
Skills
CPA, Financial Reporting, Sarbanes-Oxley Act, GAAP, Fund Accounting, Mutual Funds, SEC filings, Accounting, Auditing, Private Equity, Alternative Investments, Internal Controls, Financial Analysis, Financial Statements, Financial Modeling, Financial Accounting
Education
Florida State University 2000 — 2004
BS, Accounting
University of South Florida - College of Business Administration 2005 — 2006
MBA, Forensic Accounting
Thomas Mokross's J.P. Morgan Experience May 2011 - August 2011
Job Assistant Vice President, Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America 2014 - Present
Bank of America 2012 - 2014
Merrill Lynch September 2011 - December 2011
J.P. Morgan May 2011 - August 2011
Science Applications International Corporation (SAIC) August 2008 - August 2009
U.S. Army April 2004 - September 2008
Skills
Analysis, Banking, Corporate Finance, DoD, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Intelligence, Investments, Management, Managerial Finance, Mergers, Microsoft Office, Military Operations, Portfolio Management, Wealth Management
Education
University of Florida
Master of Business Administration (M.B.A.), Hough Graduate School of Business
Florida International University - College of Business 2010 — 2012
Bachelor's Degree, Finance
Sapiens
High School
Bank of America 2014 - Present
Bank of America 2012 - 2014
Merrill Lynch September 2011 - December 2011
J.P. Morgan May 2011 - August 2011
Science Applications International Corporation (SAIC) August 2008 - August 2009
U.S. Army April 2004 - September 2008
Skills
Analysis, Banking, Corporate Finance, DoD, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Intelligence, Investments, Management, Managerial Finance, Mergers, Microsoft Office, Military Operations, Portfolio Management, Wealth Management
Education
University of Florida
Master of Business Administration (M.B.A.), Hough Graduate School of Business
Florida International University - College of Business 2010 — 2012
Bachelor's Degree, Finance
Sapiens
High School
Bill Carias, MBA's J.P. Morgan Experience 2002 - 2005
Job Regional Account Manager, AVP Dealer Services, Indirect Lending
Industry Financial Services
Experience
U.S. Bank 2015 - Present
Partners Federal Credit Union April 2009 - January 2015
Popular Community Bank 2008 - 2009
TCG Consulting, LLC May 2005 - 2008
Goldman Sachs March 2005 - September 2005
J.P. Morgan 2002 - 2005
Citi March 1998 - December 2002
Skills
Business Planning, Sales, Leadership, Contract Negotiation, Consulting, Business Development, Financial Analysis, Business Process..., Management Consulting, Strategic Planning, Business Strategy, Entrepreneurship, Banking, Sales Management, Team Building, New Business Development, Credit, Marketing Strategy, Account Management, Mortgage Lending, Management
Education
University of Miami - School of Business 2003 — 2005
MBA, Business Management. Specialization in International Business & Business Optimization
Florida International University 1991 — 1995
Bachelor of Science (BS), Hospitality Administration/Management
U.S. Bank 2015 - Present
Partners Federal Credit Union April 2009 - January 2015
Popular Community Bank 2008 - 2009
TCG Consulting, LLC May 2005 - 2008
Goldman Sachs March 2005 - September 2005
J.P. Morgan 2002 - 2005
Citi March 1998 - December 2002
Skills
Business Planning, Sales, Leadership, Contract Negotiation, Consulting, Business Development, Financial Analysis, Business Process..., Management Consulting, Strategic Planning, Business Strategy, Entrepreneurship, Banking, Sales Management, Team Building, New Business Development, Credit, Marketing Strategy, Account Management, Mortgage Lending, Management
Education
University of Miami - School of Business 2003 — 2005
MBA, Business Management. Specialization in International Business & Business Optimization
Florida International University 1991 — 1995
Bachelor of Science (BS), Hospitality Administration/Management
Bhawani Brian Singh's J.P. Morgan Experience May 2015 - Present
Job AVP at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Roosevelt management company April 2014 - May 2015
The Economist December 2011 - August 2013
Apax Partners January 2011 - December 2011
Infosys October 2003 - January 2008
Merrill Lynch August 2002 - October 2003
Skills
Financial Modeling, Financial Analysis, Forecasting, Finance, Budgets, Financial Reporting, Business Analysis, Strategy, Government Liaison, Budgeting, Analysis, Accounting, PeopleSoft, Product Development, Hyperion Enterprise, Project Management, Valuation, Hyperion, Salesforce.com, Interest Rates, Mortgage Industry, Mortgage Banking, Performance Dashboards
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Science (MS)/MBA, Management and Systems, 3.9
Fordham University - Graduate School of Business Administration 2008 — 2010
MBA, Finance & Accounting
J.P. Morgan May 2015 - Present
Roosevelt management company April 2014 - May 2015
The Economist December 2011 - August 2013
Apax Partners January 2011 - December 2011
Infosys October 2003 - January 2008
Merrill Lynch August 2002 - October 2003
Skills
Financial Modeling, Financial Analysis, Forecasting, Finance, Budgets, Financial Reporting, Business Analysis, Strategy, Government Liaison, Budgeting, Analysis, Accounting, PeopleSoft, Product Development, Hyperion Enterprise, Project Management, Valuation, Hyperion, Salesforce.com, Interest Rates, Mortgage Industry, Mortgage Banking, Performance Dashboards
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Science (MS)/MBA, Management and Systems, 3.9
Fordham University - Graduate School of Business Administration 2008 — 2010
MBA, Finance & Accounting
Daniel Slonim's J.P. Morgan Experience February 2015 - Present
Job Compliance Officer
Industry Banking
Experience
J.P. Morgan February 2015 - Present
Ministry of Defense January 2012 - September 2014
WebOLogic September 2009 - November 2011
International Policy Institute for Counter-Terrorism, IDC November 2010 - September 2011
Israel Defense Forces 2006 - 2009
The Jewish Community Relations Council January 2000 - June 2000
Skills
International Relations, Analysis, Politics, Intelligence, Research, Policy Analysis, Counterterrorism, Security, Public Speaking, AML, Leadership, Political Science, Foreign Policy, Compliance Management, Political Risk Analysis, Homeland Security, Military Affairs, Sales, Intelligence Analysis, Anti Money Laundering, Risk Assessment
Education
Interdisciplinary Center (IDC) Herzliya 2010 — 2011
Master of Arts (M.A.), Security Studies/ Homeland Security
Florida Atlantic University 2001 — 2005
Bachelor of Arts (B.A.), International Relations/ Political Science
J.P. Morgan February 2015 - Present
Ministry of Defense January 2012 - September 2014
WebOLogic September 2009 - November 2011
International Policy Institute for Counter-Terrorism, IDC November 2010 - September 2011
Israel Defense Forces 2006 - 2009
The Jewish Community Relations Council January 2000 - June 2000
Skills
International Relations, Analysis, Politics, Intelligence, Research, Policy Analysis, Counterterrorism, Security, Public Speaking, AML, Leadership, Political Science, Foreign Policy, Compliance Management, Political Risk Analysis, Homeland Security, Military Affairs, Sales, Intelligence Analysis, Anti Money Laundering, Risk Assessment
Education
Interdisciplinary Center (IDC) Herzliya 2010 — 2011
Master of Arts (M.A.), Security Studies/ Homeland Security
Florida Atlantic University 2001 — 2005
Bachelor of Arts (B.A.), International Relations/ Political Science
Drew Zwiesler, CAMS's J.P. Morgan Experience July 2014 - Present
Job KYC Officer Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2014 - Present
HSBC December 2012 - July 2014
Citi November 2010 - November 2012
Wachovia, A Wells Fargo Company December 2009 - November 2010
Skills
AML, KYC, Compliance, Investigation, Banking, USA PATRIOT Act, OFAC, Sanctions, Anti Money Laundering, FIU, Financial Intelligence..., CAMS
Education
Florida State University 2005 — 2009
Bachelor of Science, Finance
J.P. Morgan July 2014 - Present
HSBC December 2012 - July 2014
Citi November 2010 - November 2012
Wachovia, A Wells Fargo Company December 2009 - November 2010
Skills
AML, KYC, Compliance, Investigation, Banking, USA PATRIOT Act, OFAC, Sanctions, Anti Money Laundering, FIU, Financial Intelligence..., CAMS
Education
Florida State University 2005 — 2009
Bachelor of Science, Finance
Alan Damashek's J.P. Morgan Experience February 2010 - April 2011
Job Orangetheory Fitness Marlboro NJ Owner
Industry Sports
Experience
Orangetheory Fitness July 2015 - Present
Sapient Global Markets March 2011 - July 2015
J.P. Morgan February 2010 - April 2011
J.P. Morgan 2007 - 2010
J.P. Morgan 2004 - 2007
J.P. Morgan 2003 - 2003
J.P. Morgan 1999 - 2002
Uprising Team Building Center 1995 - 1999
Skills
Credit Derivatives, Fixed Income, Capital Markets, Middle Office, Equities, Hedge Funds, Interest Rate..., Prime Brokerage, Trading Systems, Project Management, Management Consulting, Collateral Management, Derivatives, PnL, Credit Risk, Risk Management, Operations Management, Client Presentation, Manage Client...
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance and Marketing
Lehigh University 1988 — 1991
Finance
Orangetheory Fitness July 2015 - Present
Sapient Global Markets March 2011 - July 2015
J.P. Morgan February 2010 - April 2011
J.P. Morgan 2007 - 2010
J.P. Morgan 2004 - 2007
J.P. Morgan 2003 - 2003
J.P. Morgan 1999 - 2002
Uprising Team Building Center 1995 - 1999
Skills
Credit Derivatives, Fixed Income, Capital Markets, Middle Office, Equities, Hedge Funds, Interest Rate..., Prime Brokerage, Trading Systems, Project Management, Management Consulting, Collateral Management, Derivatives, PnL, Credit Risk, Risk Management, Operations Management, Client Presentation, Manage Client...
Education
Fordham Gabelli School of Business 2000 — 2002
MBA, Finance and Marketing
Lehigh University 1988 — 1991
Finance
Ricardo Mela's J.P. Morgan Experience March 2012 - Present
Job VP, Business Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2012 - Present
Credit Suisse November 2004 - February 2012
Morgan Stanley November 1998 - April 2002
Education
Florida Atlantic University 1998 — 1999
B.B.A., Finance
J.P. Morgan March 2012 - Present
Credit Suisse November 2004 - February 2012
Morgan Stanley November 1998 - April 2002
Education
Florida Atlantic University 1998 — 1999
B.B.A., Finance
Betsy May's J.P. Morgan Experience 1995 - Present
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 1995 - Present
Skills
Investments, Asset Management, Portfolio Management, Wealth Management, Alternative Investments, Management, Leadership, Finance, Private Equity, Hedge Funds
Education
Florida Bankers Trust School and Graduate Trust School 1996 — 1998
Florida Atlantic University 1982 — 1983
Paralegal Degree
Florida State University 1974 — 1978
B.S., Criminology
J.P. Morgan 1995 - Present
Skills
Investments, Asset Management, Portfolio Management, Wealth Management, Alternative Investments, Management, Leadership, Finance, Private Equity, Hedge Funds
Education
Florida Bankers Trust School and Graduate Trust School 1996 — 1998
Florida Atlantic University 1982 — 1983
Paralegal Degree
Florida State University 1974 — 1978
B.S., Criminology
Arthor Mosley's J.P. Morgan Experience July 2008 - July 2010
Job Underwriter/Credit Analyst
Industry Banking
Experience
US Auto Credit April 2014 - Present
Bank of America June 2012 - October 2013
Bank of America October 2011 - June 2012
CoreLogic July 2011 - October 2011
Digital Risk September 2010 - May 2011
J.P. Morgan July 2008 - July 2010
J.P. Morgan May 2006 - April 2008
Cendant Mortgage April 2004 - March 2006
Skills
Quality Auditing, Quality Assurance, Forensic Underwriting, Quality Center, Mortgage Underwriting, User Acceptance Testing, Test Management, System Testing, Software Quality..., Manual Testing, Test Cases, Mortgage Lending, Mortgage Banking, Internal Audit
Education
Florida State College at Jacksonville 1997 — 1999
Associate of Arts (A.A.)
US Auto Credit April 2014 - Present
Bank of America June 2012 - October 2013
Bank of America October 2011 - June 2012
CoreLogic July 2011 - October 2011
Digital Risk September 2010 - May 2011
J.P. Morgan July 2008 - July 2010
J.P. Morgan May 2006 - April 2008
Cendant Mortgage April 2004 - March 2006
Skills
Quality Auditing, Quality Assurance, Forensic Underwriting, Quality Center, Mortgage Underwriting, User Acceptance Testing, Test Management, System Testing, Software Quality..., Manual Testing, Test Cases, Mortgage Lending, Mortgage Banking, Internal Audit
Education
Florida State College at Jacksonville 1997 — 1999
Associate of Arts (A.A.)
Roy Lara's J.P. Morgan Experience July 2011 - Present
Job Teller at J.P. Morgan
Industry Computer Software
Experience
J.P. Morgan July 2011 - Present
Forever 21 August 2008 - July 2011
Skills
C++, HTML, Inventory, Cashiering, Teller Operations, CSS, PHP, Microsoft Office, Stocking, Customer Experience
Education
Florida International University 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Computer Engineering
Miami Dade College 2007 — 2012
Associate of Arts and Sciences (A.A.S.), Computer Engineering
J.P. Morgan July 2011 - Present
Forever 21 August 2008 - July 2011
Skills
C++, HTML, Inventory, Cashiering, Teller Operations, CSS, PHP, Microsoft Office, Stocking, Customer Experience
Education
Florida International University 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Computer Engineering
Miami Dade College 2007 — 2012
Associate of Arts and Sciences (A.A.S.), Computer Engineering
DENNY TABARES's J.P. Morgan Experience June 2013 - June 2014
Job Financial Accountant
Industry
Experience
Phoenix Tower International October 2014 - Present
J.P. Morgan June 2013 - June 2014
Skills
Accounting
Education
Florida Atlantic University 2006 — 2012
Phoenix Tower International October 2014 - Present
J.P. Morgan June 2013 - June 2014
Skills
Accounting
Education
Florida Atlantic University 2006 — 2012
Alwyn Morgan Jr's J.P. Morgan Experience August 2011 - April 2013
Job Tax Professional
Industry Accounting
Experience
Precise Tax & Accounting Services June 2010 - Present
Precise Tax & Accounting Services June 2010 - Present
J.P. Morgan August 2011 - April 2013
Convergys June 2007 - July 2007
Skills
Customer Service, Tax Preparation, Accounting, Income Tax, Tax Returns, Tax Compliance, Payroll, Microsoft Office, Federal & State Income..., Bookkeeping, Microsoft Excel, Incorporation Services, Articles Of..., 501c3, Not for Profit, QuickBooks, Microsoft Word, Financial Analysis, Finance, PowerPoint
Education
Florida State University 2006 — 2011
Bachelor's of Science, Social Sciences
Seminole State College of Florida 2014 — 2015
Associate of Science (A.S.), Accounting Technology
Precise Tax & Accounting Services June 2010 - Present
Precise Tax & Accounting Services June 2010 - Present
J.P. Morgan August 2011 - April 2013
Convergys June 2007 - July 2007
Skills
Customer Service, Tax Preparation, Accounting, Income Tax, Tax Returns, Tax Compliance, Payroll, Microsoft Office, Federal & State Income..., Bookkeeping, Microsoft Excel, Incorporation Services, Articles Of..., 501c3, Not for Profit, QuickBooks, Microsoft Word, Financial Analysis, Finance, PowerPoint
Education
Florida State University 2006 — 2011
Bachelor's of Science, Social Sciences
Seminole State College of Florida 2014 — 2015
Associate of Science (A.S.), Accounting Technology
Alvin Antonio Burgos's J.P. Morgan Experience August 1998 - July 2000
Job
Industry Investment Management
Experience
Deutsche Asset Management September 2005 - Present
Brown Brothers Harriman March 2004 - August 2005
J.P. Morgan Asset Management August 2000 - February 2004
J.P. Morgan August 1998 - July 2000
Skills
English, Microsoft Word, Microsoft Excel, Research, Microsoft Office, Asset Management, Outlook, Windows, Fixed Income, Customer Service, PowerPoint
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General, 3.8
Fordham University 1994 — 1998
Bachelor's Degree, International Marketing and Finance, 3.6
Deutsche Asset Management September 2005 - Present
Brown Brothers Harriman March 2004 - August 2005
J.P. Morgan Asset Management August 2000 - February 2004
J.P. Morgan August 1998 - July 2000
Skills
English, Microsoft Word, Microsoft Excel, Research, Microsoft Office, Asset Management, Outlook, Windows, Fixed Income, Customer Service, PowerPoint
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General, 3.8
Fordham University 1994 — 1998
Bachelor's Degree, International Marketing and Finance, 3.6
Humberto Bogani's J.P. Morgan Experience June 2011 - Present
Job Client Service Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2011 - Present
JPMorgan Chase November 2009 - June 2011
MetLife 2006 - 2009
Skills
Banking, Credit, Portfolio Management, Investments, Financial Analysis, Loans, Financial Services, Finance, Retail Banking, Risk Management
Education
Florida International University
J.P. Morgan June 2011 - Present
JPMorgan Chase November 2009 - June 2011
MetLife 2006 - 2009
Skills
Banking, Credit, Portfolio Management, Investments, Financial Analysis, Loans, Financial Services, Finance, Retail Banking, Risk Management
Education
Florida International University
Trent Patterson's J.P. Morgan Experience June 2013 - Present
Job Investment Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Economics, Stata, Derivatives
Education
Florida Agricultural and Mechanical University 2009 — 2013
Bachelor's degree, Economics & Business Administration
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Economics, Stata, Derivatives
Education
Florida Agricultural and Mechanical University 2009 — 2013
Bachelor's degree, Economics & Business Administration
Claudia Rasweiler's J.P. Morgan Experience April 1996 - February 1998
Job Controller at iseeklaw
Industry Computer Software
Experience
iseeklaw May 2013 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates February 1998 - December 2004
J.P. Morgan April 1996 - February 1998
Skills
Financial Analysis, Operating Budgets, Financial Reporting, Account Reconciliation, Business Planning, Business Process..., Procedure Development, General Ledger, Contract Negotiation, Non-profit Program..., College Recruiting, Accounting, Internal Controls, Finance, Strategic Financial..., Budgets, Microsoft Excel, Financial Statements, Strategic Planning
Education
Fordham University - Graduate School of Business Administration 1993 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services
Villanova University 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
iseeklaw May 2013 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates February 1998 - December 2004
J.P. Morgan April 1996 - February 1998
Skills
Financial Analysis, Operating Budgets, Financial Reporting, Account Reconciliation, Business Planning, Business Process..., Procedure Development, General Ledger, Contract Negotiation, Non-profit Program..., College Recruiting, Accounting, Internal Controls, Finance, Strategic Financial..., Budgets, Microsoft Excel, Financial Statements, Strategic Planning
Education
Fordham University - Graduate School of Business Administration 1993 — 1996
Master of Business Administration (MBA), Finance and Financial Management Services
Villanova University 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Sophia Managuit's J.P. Morgan Experience October 2014 - Present
Job Loan Processor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
J.P. Morgan April 2012 - October 2014
US Army October 2008 - January 2011
JMX Media Group 2007 - 2008
Skills
Microsoft Office, Adobe Professional, PDF Creator, Customer Service, Timely Decision Making, Team-oriented, Dependable Team Player, Time Management, Interpersonal..., Articulate Communicator
Education
University of Phoenix 2013 — 2017
Bachelor of Science (BS), Finance, General
Florida Gulf Coast University
Pharmacy Technician/Assistant
Truman Middle College 2003 — 2005
HS Diploma, General, 3.25
J.P. Morgan October 2014 - Present
J.P. Morgan April 2012 - October 2014
US Army October 2008 - January 2011
JMX Media Group 2007 - 2008
Skills
Microsoft Office, Adobe Professional, PDF Creator, Customer Service, Timely Decision Making, Team-oriented, Dependable Team Player, Time Management, Interpersonal..., Articulate Communicator
Education
University of Phoenix 2013 — 2017
Bachelor of Science (BS), Finance, General
Florida Gulf Coast University
Pharmacy Technician/Assistant
Truman Middle College 2003 — 2005
HS Diploma, General, 3.25
jonathan sidler's J.P. Morgan Experience January 2008 - April 2012
Job president
Industry Financial Services
Experience
Swift Source Capital llc April 2012 - Present
J.P. Morgan January 2008 - April 2012
Education
Florida International University 2006 — 2008
Bachelor of Arts (B.A.), International Business, Business Management
Swift Source Capital llc April 2012 - Present
J.P. Morgan January 2008 - April 2012
Education
Florida International University 2006 — 2008
Bachelor of Arts (B.A.), International Business, Business Management
Daniel Santangelo Jr's J.P. Morgan Experience 2002 - 2009
Job at
Industry Financial Services
Experience
Citi 2009 - Present
J.P. Morgan 2002 - 2009
Education
Florida Southern College 1997 — 2002
Bachelor of Applied Science (BASc), Mass Communication/Business Administration
Citi 2009 - Present
J.P. Morgan 2002 - 2009
Education
Florida Southern College 1997 — 2002
Bachelor of Applied Science (BASc), Mass Communication/Business Administration
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.