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
Invesco US May 2011 - Present
Aegon USA 2007 - 2011
J.P. Morgan 2000 - 2007
Skills
Securitized Fixed..., Stable Value Portfolio..., Separate Fund Portfolio..., Chartered Financial...
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
Master of Business Administration (MBA), Finance, General
University of Kentucky 1980 — 1984
Bachelor of Business Administration (BBA), Business/Commerce, General
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - August 2015
Geller & Company November 2014 - May 2015
Bessemer Venture Partners May 2014 - October 2014
Paris Baguette America, Inc. September 2012 - October 2014
Young's New American Food October 2013 - December 2013
NYPD 111th Precinct September 2011 - December 2011
Skills
CSS3, Swimming, Athletics, Nutrition, Facebook, Volunteering, Sketching, Microsoft Word, Microsoft Excel, PowerPoint, Instagram, Microsoft Office, Access, Communication
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Public Accounting, Junior
J.P. Morgan June 2014 - Present
JPMorganChase June 2010 - May 2014
Skills
Asset Management, Hedge Funds, Bloomberg, Bloomberg Terminal, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Fixed Income, Valuation, Microsoft Word, Investments, Access, Equities, Portfolio Management, Human Resources, Investment Banking, Data Analysis, Finance
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance
International Baccalaureate 2006 — 2010
Washington Irving High School 2006 — 2010
J.P. Morgan June 2011 - Present
Education
Fordham University 2007 — 2011
BS
J.P. Morgan November 2011 - Present
DRESDNER KLEINWORT April 2008 - June 2010
MORGAN STANLEY 2004 - 2008
SWISS RE FINANCIAL PRODUCTS CORP 2001 - 2003
CREDIT SUISSE FIRST BOSTON CORPORATION 2000 - 2001
GENERAL RE FINANCIAL PRODUCTS CORPORATION 1996 - 2000
GENERAL RE FINANCIAL PRODUCTS CORPORATION 1990 - 1996
GENERAL REINSURANCE CORPORATION 1985 - 1990
Skills
Prime Brokerage, Collateral Management, Middle Office, Derivatives, FX Options, Valuation, Risk Management, Cash Management, Trading, Change Management, Credit Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, International Finance
Fordham University 1979 — 1983
BS, Finance
Davidson Kempner Capital Management June 2015 - Present
NYSSA March 2014 - Present
J.P. Morgan October 2013 - Present
Tower Group Companies June 2014 - July 2014
Morgan Stanley Wealth Management January 2014 - May 2014
Smart Woman Securities March 2014 - March 2014
Fordham University January 2013 - 2014
Collas Tennis Enterprise June 2011 - August 2013
The Compass Fellowship with the Kenneth Cole Foundation September 2012 - May 2013
Belleayre Mountain Ski Center 2011 - 2013
Skills
Microsoft Office, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Bloomberg Terminal, Graphic Design, Leadership, Strategy, Blogging, Social Networking, Editing
Education
Fordham University 2012 — 2016
Finance Major, Economics Minor, Alternative Investments Concentration, 3.947
Byram Hills High School 2008 — 2012
High School Diploma
J.P. Morgan June 2014 - Present
Student Managed Investment Fund September 2013 - May 2014
Goldman Sachs May 2013 - August 2013
Citi October 2012 - May 2013
Radwanska Team January 2009 - May 2013
Sunningdale Golf Club May 2012 - July 2012
UBS Wealth Management October 2011 - January 2012
Skills
Bloomberg Terminal, Bloomberg, Finance, Leadership, Marketing, Market Research, Investment Banking, Equities, Valuation, Hedge Funds, SPSS, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management
Education
Fordham University 2011 — 2014
Bachelor of Science (B.S.), Major in Finance, Concentration in Value Investing, Honors Thesis Program, Summa Cum Laude en Cursu Honorum
Spencer Stuart June 2015 - August 2015
UBS February 2015 - May 2015
J.P. Morgan April 2015 - April 2015
Restaurants Unlimited Inc. (RUI) May 2014 - August 2014
Education
Fordham University 2013 — 2017
Gabelli School of Business - Finance, Sophomore
Lake Oswego High School 2009 — 2013
Fordham University, Gabelli School of Business, London Centre
Samuel A. Ramirez & Co February 2011 - Present
Goldman Sachs August 2008 - February 2011
Goldman Sachs May 2004 - August 2008
J.P. Morgan January 2001 - May 2004
J.P. Morgan Chase & Co May 2000 - January 2001
J.P. Morgan Chase & Co May 1996 - May 2000
Skills
Fixed Income, Middle Office, Bloomberg Terminal, Municipal Bonds, Regulatory Affairs, Series 7, Series 63, Settlement, Bonds, Trading, Bloomberg TOMS, Ipreo, Trading Systems, Back Office, Derivatives, Options, Money Market, Equities, FX Options, Funding, Electronic Trading, Equity Trading, Emerging Markets, Financial Risk, Series 24
Education
Fordham University
Bachelor of Science, Finance and Marketing
J.P. Morgan January 2014 - Present
JPMorgan Chase January 2011 - January 2014
JPMorgan Chase March 2010 - December 2010
JPMorgan Chase June 2007 - March 2010
BlackRock September 2006 - May 2007
Merrill Lynch June 2006 - September 2006
Skills
Finance, Banking, Portfolio Management, Risk Management, Bloomberg, Series 7, Microsoft Office, Private Banking, Economics, Financial Services, Equities, Wealth Management, Asset Management
Education
Fordham University 2004 — 2008
Fordham College, Bachelor of Arts, Economics, Business Administration, Honors Program in American Catholic Studies, cum laude
AB June 2014 - Present
J.P. Morgan June 2013 - August 2013
Standard & Poor's May 2012 - August 2012
Giorgio Armani Corporation February 2012 - May 2012
UBS October 2011 - December 2011
Skills
Visio, Portfolio Management, Financial Modeling, Microsoft Excel, Corporate Finance, Financial Analysis, Finance, Retail, Investment Banking, Sales
Education
Fordham Gabelli School of Business 2010 — 2014
Bachelor of Science (BS), Accounting and Finance, 3.83/4.0
J.P. Morgan June 2015 - Present
Compass Partners May 2012 - Present
Fordham University August 2011 - May 2015
Johnson & Johnson May 2013 - August 2013
Articula August 2012 - December 2012
KPMG Advisory October 2010 - July 2011
Skills
Spanish (near fluency), Microsoft Office, iMovie, Microsoft Excel, Social Networking, PowerPoint, Social Media, Social Media Marketing, Microsoft Word, Research, Data Analysis, Event Planning, Public Speaking, Blogging, Wordpress, Marketing, English, Economics, Event Management, Marketing Communications, Marketing Strategy, Fundraising, Leadership, WordPress, Strategy, Management, Digital Marketing, Business Development, Analysis, Spanish, Strategic Partnerships, Entrepreneurship, Start-ups, Editing
Education
Fordham University 2011 — 2015
BS, Applied Accounting and Finance, 3.82/4
The Manchester Grammar School 2003 — 2010
The Grange Junior School 1996 — 2003
Bank of America May 2014 - Present
JPMorgan Chase May 2013 - May 2014
JPMorgan Chase January 2012 - April 2013
J.P. Morgan 2010 - 2012
J.P. Morgan 2008 - 2010
Skills
Finance, Corporate Finance, Financial Reporting, Financial Modeling, Investment Banking, Financial Institutions, Analysis, Regulatory Capital, Regulatory Submissions, Credit Risk, Financial Analysis, Capital Structure, Due Diligence, Basel I, Basel III, Risk Management, Credit Analysis, Capital Budgeting, Data Analysis, Public Speaking, Negotiation, Financial Statement..., Fixed Income
Education
Fordham University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bank of America February 2014 - Present
J.P. Morgan May 2013 - August 2013
Industrial and Commercial Bank of China May 2012 - August 2012
SINO-AUSTRIALIAN INTERNATIONAL TRUST CO. LTD May 2011 - August 2011
Skills
C++, SQL, SAS, VBA, Matlab, Bloomberg, Microsoft Office, Corporate Finance, Financial Analysis, Quantitative Finance, Risk Management, Relational Databases, English, Credit Risk, Equity Derivatives, Options, VAR, GARCH, MLE
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), quantitative finance, 3.90/4.00
The University of Texas at Dallas 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.95/4.00
J.P. Morgan June 2015 - Present
J.P. Morgan May 2014 - August 2014
Bryant Park Capital September 2013 - May 2014
Warburg Pincus June 2013 - August 2013
CIT October 2012 - May 2013
The University of Iowa June 2012 - July 2012
Skills
Financial Modeling, Valuation
Education
Fordham University 2011 — 2015
Bachelor of Arts (BA), Economics
Stuyvesant High School 2007 — 2011
J.P. Morgan September 2015 - Present
Societe Generale July 2012 - September 2015
Moore Capital Management May 2012 - July 2012
Thorlabs April 2011 - July 2011
Thorlabs June 2009 - April 2011
Photonics Industries Int. August 2007 - June 2009
Fordham University May 2006 - May 2007
Skills
Matlab, Mathematica, C++, Data Analysis, VBA, Quantitative Finance, Microsoft Excel, Bloomberg, Financial Modeling, Monte Carlo Simulation, R, Financial Analysis, Research, Physics, Microsoft Office, C, Quantitative Analytics, SAS, Risk Management, Derivatives, Finance, Fixed Income, Equities, Statistics
Education
Fordham Gabelli School of Business 2011 — 2012
MS, Quantitative Finance
Fordham University 2003 — 2007
BS, Engineering Physics
University School 1999 — 2003
High School Diploma, High School/Secondary Diplomas and Certificates
Renewable Biofuels May 2015 - Present
Viacom June 2014 - November 2014
Société Générale December 2013 - April 2014
UBS May 2013 - December 2013
J.P. Morgan January 2013 - May 2013
Nomura Securities July 2011 - May 2012
Soros Fund Management May 2010 - September 2010
Goldman Sachs Mentoring Day October 2009 - October 2009
Morgan Stanley Wealth Management January 2009 - June 2009
Wachovia Securities LLC December 2008 - January 2009
Skills
Finance, Sales, Cold Calling, Hedge Funds, Trading, Fixed Income, Equities, Options, Derivatives, Investment Banking, Bloomberg, Investments, Portfolio Management
Education
Fordham University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Fordham University 2008 — 2011
B.A
Fordham University
B.A, Finance
J.P. Morgan January 2015 - Present
JPMorgan Chase August 2013 - January 2015
JP Morgan Chase June 2012 - August 2013
JPMorgan Chase June 2011 - June 2012
Skills
Valuation, SPSS, Loans, Credit Risk, Financial Modeling, Financial Analysis, Investments, Fixed Income, Variance Analysis, Financial Reporting, Credit, Structured Finance, Corporate Finance, Securities, Finance
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Finance and Economics
Academy of our Lady of Mercy, Lauralton Hall 2004 — 2008
Duff & Phelps July 2014 - Present
Watson-Ford Executive Search January 2014 - June 2014
Smart Woman Securities September 2011 - February 2014
Student Managed Investment Fund May 2013 - January 2014
J.P. Morgan June 2013 - August 2013
Klingenstein, Fields September 2012 - May 2013
Entrepreneurship society September 2010 - September 2012
LiveIntent, Inc. March 2012 - July 2012
Fetchmob August 2011 - February 2012
MS 254 September 2010 - December 2010
Skills
Excel, Microsoft Office, PowerPoint, Word, Outlook, Customer Service, Access, Administration, Microsoft Word, Microsoft Excel, Investments, Portfolio Management, Management, Finance, Financial Modeling, Financial Analysis, Market Research
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Finance
St. Paul's 2006 — 2010
Highschool, Distinctions in Arts
BEAUTE PRESTIGE INTERNATIONAL September 2014 - Present
Akris February 2014 - September 2014
Burberry October 2013 - February 2014
Burberry June 2012 - October 2013
Seven For All Mankind March 2012 - June 2012
J.P. Morgan 2005 - June 2012
Jimmy Choo December 2010 - June 2011
Fordham University September 2009 - June 2011
Donna Karan September 2010 - December 2010
Fordham University September 2007 - December 2010
Skills
Fluent in Spanish, Event Planning, Special Events, Corporate Events, Fashion Shows, Public Relations, Social Media Marketing, Editorial, Social Media, Event Management, Retail
Education
Fordham University 2007 — 2011
Spanish Literature, Communications and Media Studies
Brightwood Capital January 2015 - Present
J.P. Morgan June 2013 - August 2014
Rabobank August 2011 - May 2013
Education
Fordham University 2006 — 2010
Bachelor of Science, Finance & Accounting
J.P. Morgan February 2014 - Present
Fordham University Career Services August 2010 - December 2013
Fordham University Sailing Team August 2010 - December 2013
JPMorgan Chase June 2013 - August 2013
Uncharted Play January 2013 - May 2013
The Silo Restaurant April 2007 - August 2011
Skills
Writing, Microsoft Office, Adobe Photoshop, Bloomberg Terminal, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Research, Editing, Customer Service, Facebook, Fundraising, Leadership, Management, Photoshop, Social Media
Education
Fordham University 2010 — 2013
International Political Economy, Economics, Politcal Science, Business Administration, Liberal Arts, Senior
Canisius High School 2007 — 2010
American Capital July 2013 - Present
J.P. Morgan August 2010 - June 2013
AXA Advisors, LLC January 2010 - May 2010
JPMorgan Chase & Co June 2009 - August 2009
United Nations September 2008 - December 2008
Moody's Investors Services June 2008 - August 2008
Skills
Finance, Capital Markets, Portfolio Management, Investments, Forecasting, Restructuring, Fixed Income, Investment Banking, Financial Modeling, Private Equity, Due Diligence, DCF, Options, Credit Risk, Microsoft Excel, Credit Analysis
Education
Fordham University 2006 — 2010
Finance and Economics
Fordham University
Bachelor of Science, Finance
Fordham University
Bachelor of Science, Finance
J.P. Morgan Asset Management April 2012 - Present
J.P. Morgan January 2006 - April 2012
Skills
Alternative Investments, Fixed Income, Equities, Hedge Funds, Derivatives, Proposal Writing, Asset Management, Management, Team Leadership, Bloomberg, Credit Derivatives, Capital Markets, Investment Banking, Series 7, Structured Products
Education
Fordham University 1990 — 1994
Bachelor of Arts (B.A.), Comparative Literature, Summa Cum Laude
Merrill Lynch June 2010 - Present
Guggenheim Partners 2010 - 2010
GAM (U.K.) LIMITED (a company of Julius Baer) February 2007 - December 2009
GAM May 2006 - February 2007
Julius Baer Investment Management November 2004 - April 2006
J.P. Morgan July 2000 - December 2001
JP Morgan Investment Management July 1997 - July 2000
Skills
Alternative Investments, Asset Managment, Marketing Communications, Product Management, Strategic Planning, Brand Management, Strategy, Product Development, Market Planning, Relationship Management, Marketing, Market Research, Business Development, Advertising
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Marketing, Finance
Fordham University 1993 — 1997
BA, Economics
J.P. Morgan February 2015 - Present
J.P. Morgan February 2015 - February 2015
J.P. Morgan February 2013 - February 2015
Morgan Stanley October 2012 - February 2013
Fordham University April 2011 - December 2012
E.J Sterling, INC August 2012 - September 2012
360i September 2011 - July 2012
Daisy Jopling Productions, LLC. January 2011 - January 2012
360i April 2011 - September 2011
WTSR 91.3 FM 2007 - 2008
Skills
Social Media, PowerPoint, Market Research, Marketing, Digital Marketing
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (MBA), Finance
The College of New Jersey 2005 — 2009
B.S., Criminology and Criminal Justice Studies
J.P. Morgan April 2015 - Present
Fordham University January 2015 - Present
Brooks, Houghton & Company, Inc. January 2015 - May 2015
Plycon Transportation Group June 2014 - September 2014
Investors-Insight.com January 2014 - June 2014
Koelab LLC June 2013 - October 2013
Skills
Public Speaking, Research, PowerPoint, Microsoft Office, Microsoft Excel, Finance, Mathematics, Debate, Consulting, Financial Modeling, Social Networking, Customer Service, Product Development, Program Management, Microsoft Word, Management, Social Media, Statistics, Data Analysis, Teamwork, Economics, Leadership, Analysis, Process Improvement, Time Management
Education
Fordham University 2012 — 2016
Bachelor's Degree, Major in Finance, Minor in Economics, 3.8/4.0
Kings Park High School 2008 — 2012
High School, 96/100
J.P. Morgan June 2014 - Present
J.P. Morgan August 2013 - June 2014
J.P. Morgan May 2012 - August 2012
J.P. Morgan May 2011 - November 2011
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Mathematics
Red Bank Catholic High School 2005 — 2009
Citco Fund Services May 2014 - Present
JPMorgan Chase July 2012 - June 2014
JPMorgan Chase June 2011 - August 2011
J.P. Morgan January 2011 - July 2011
Fishkill Allsport Fitness Club May 2008 - August 2010
Skills
Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Analysis, Investments, Corporate Finance, Middle Office, Electronic Trading, Financial Accounting, Financial Analysis, Marketing, Customer Service, Sales, Data Analysis, Accounting, Business Analysis, Auditing, Portfolio Management, Strategy, Financial Services, Private Equity, Finance
Education
Stonehill College 2008 — 2012
Bachelor of Science in Business Administration, Accounting, Computer Information Systems
Fordham University 2011 — 2011
Business
University of International Business & Economics 2010 — 2010
Chinese Business/Culture
J.P. Morgan June 2014 - Present
Ideaspace Philippines May 2013 - July 2013
Meralco Foundation, Inc. June 2012 - August 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Excel, Microsoft Powerpoint, PowerPoint, Market Research, Strategy, Finance, Start-ups, Entrepreneurship, Investments, Portfolio Management, Microsoft Office, Microsoft Word, Public Speaking, Social Media, Research, Teamwork, Customer Service, Management, Leadership, Social Networking, Event Planning, Time Management, Project Management, Marketing, Social Media Marketing
Education
Fordham University 2011 — 2015
BS, Finance, General
J.P. Morgan March 2015 - Present
Bank of America Merrill Lynch March 2013 - March 2015
ARTIO GLOBAL 2006 - 2012
Deutsche Bank 2000 - 2006
PwC 1998 - 2000
Skills
FINRA Series 7, 63, Fixed Income, International Equity, US Equity, Global Equity, Relationship Management, Consultant Relations, Mutual Funds, Equities, Finance, Due Diligence, Financial Analysis, Bloomberg, Asset Allocation, Financial Services, Equity Research, Institutional..., Investment Management, Series 63, Derivatives, Capital Markets, Portfolio Management, Investments, Investment Advisory, Alternative Investments, Securities, Asset Management, Hedge Funds, Series 7, CRM, Emerging Markets, Bonds, FINRA
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA)
SUNY Albany 1994 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
J.P. Morgan February 2014 - Present
J.P. Morgan February 2011 - January 2014
J.P. Morgan July 2007 - January 2011
Morgan Stanley January 2006 - May 2007
Skills
Series 7, Series 24
Education
Fordham University 2004 — 2007
Finance, Economics
Nomura Corporate Research and Asset Management (NCRAM) June 2015 - Present
Nomura Corporate Research and Asset Management (NCRAM) March 2008 - May 2015
J.P. Morgan 2000 - 2007
Chase Manhattan Bank Mexico 1998 - 2000
Skills
Emerging Markets, Fixed Income Portfolio..., Asset Managment, Trading, Foreign Currency, Spanish-English, Mutual Funds, Institutional..., Portfolio Management, Currency, Asset Management, Valuation
Education
Fordham University 2008 — 2012
Master of Business Administration (M.B.A.), Finance, General
Universidad Nacional Autónoma de México 1991 — 1996
Bachelor's degree, Economics
Red Circle Films, LLC July 2004 - Present
J.P. Morgan November 1998 - July 2003
Skills
Script Writing, Video Direction, Video Editing, Budgets, Research, Nonprofits, Microsoft Office, Editing, Photography, Photoshop, Teaching, Microsoft Word, Public Speaking, Social Media, Customer Service, Strategic Planning, Negotiation, Social Networking, Advertising
Education
Fordham University 1994 — 1998
Bachelor's degree, Finance and Financial Management Services
GLFX October 2014 - Present
Washington Square Technologies October 2014 - Present
J.P. Morgan January 2007 - August 2014
gSource 2002 - 2007
MissingScrew LLC 1998 - 2006
Skills
Trading Systems, Derivatives, Fixed Income, Python, JavaScript, HTML 5, C#, Trading, Algorithm Design, System Architecture, SQL, SEO, C++, jQuery, MongoDB, FX, Risk Management, Project Management, Electronic Trading, Investment Banking, Business Analysis, Consulting, Data Warehousing, Management
Education
Fordham University 2004 — 2006
Bachelor's degree
Rutgers University 2002 — 2004
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Stelac Advisory Services March 2011 - December 2011
Wells Fargo Home Mortgage June 2010 - August 2010
Skills
Responsible with..., Thorough Analyst, Highly Adaptable
Education
Fordham University 2009 — 2013
BS, Business Administration
Asset Management Specialists, Inc. August 1994 - December 2013
J.P. Morgan May 1986 - July 1994
Skills
Investors, REO, Asset Management, Asset, Vendor, Property Management, HUD, Real Estate, Mortgage, Servicing, Mergers, Brokers, Leases, Foreclosures, Home, Start-ups, Negotiation, Financial Management, Investment Properties, Asset Managment, Short Sales, Mergers & Acquisitions, Loan Servicing, Real Estate Development, Contract Negotiation, Property, Disposition, Mortgage Lending, Real Estate Transactions, Loans, Managerial Finance, Mortgage Banking, Management, Commercial Real Estate, Business Development, Residential Homes, Loss Mitigation, Single Family Homes, Real Estate Economics, Loan Origination, Mortgage Servicing, FHA
Education
Fordham University 1983 — 1987
BS, Finance
Voya Mutual Funds (formerly ING) January 2007 - Present
DentaQuest (DSM) March 2014 - Present
Glantuam Partners, LLC. January 2005 - Present
Ivy Asset Management Corp. April 2002 - October 2004
AIG Global Investment Group May 1994 - January 2002
J.P. Morgan June 1987 - May 1994
ExxonMobil January 1985 - June 1987
AT&T June 1981 - January 1985
Skills
Hedge Funds, Corporate Finance, Equities, Alternative Investments, Asset Management, Portfolio Management, Investment Strategies, Infrastructure Planning, Qualified Financial..., Corporate Governance, Advisory Boards, Board Leadership, Independent Director, Technology..., Operational Risk, Chief Operating Officer, Audit Committee, Legal and Compliance, Global Business..., mergers, Executive Compensation, Management Consulting, Banking, Business Strategy, Mutual Funds, Investment Products, Retirement Services, Closed-end Funds, Restructuring, New Business Development, Insurance, Due Diligence, Investor Relations, Fixed Income, Strategic Planning, Governance, Risk Management, Executive Management, Emerging Markets, Compliance, Strategy Development, Business Planning, Capital Markets, Financial Analysis, Valuation, Public Companies, Mergers and acquisitions, Proxy Voting, proxy advisory services, Mergers & Acquisitions
Education
Fordham University 1977 — 1981
BS, Quantitative Research/Accounting
Pace University - Lubin School of Business 1983 — 1985
MBA, Finance/Computer Science
J.P. Morgan Operations Summer AnalystJ.P. MorganJune 2014 - August 2014
NYC Department of City Planning February 2014 - April 2014
Fordham University June 2013 - April 2014
Yaffed June 2013 - July 2013
Geller & Company July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Time Management
Education
Fordham University 2011 — 2015
Bachelor’s Degree
Stuyvesant High School 2007 — 2011
J.P. Morgan June 2015 - Present
Smart Woman Securities January 2013 - Present
Rose Hill Society 2013 - Present
International Business Association September 2012 - Present
Fordham Road Business Improvement District (BID) January 2013 - Present
Auster Agency January 2015 - May 2015
Fordham University Fight Against Breast Cancer Club September 2013 - January 2015
UBS June 2014 - August 2014
Old Westbury Summer Camp June 2008 - August 2014
TUN, Inc. January 2014 - May 2014
Skills
Social Networking, Bloomberg Terminal, Social Entrepreneurship, Community Service, Microsoft Office, Research, Marketing, Leadership, Organization, Analysis, Facebook, Event Planning, Project Management
Education
Fordham University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Sacred Heart Academy 2008 — 2012
High School, A
Bloomberg LP September 2010 - Present
Longbow Research August 2007 - August 2010
Prudential Equity Group 2004 - 2007
ING / ABN AMRO Bank N.V. 2000 - 2003
J.P. Morgan 2000 - 2000
McCarthy Crisanti & Maffei 1995 - 2000
Skills
Transportation, Financial Analysis, Financial Modeling, Stock Picking, Communication Skills, Equities, Industry Research, Valuation, Equity Research, Business Intelligence, Capital Markets, Equity Valuation, Asset Management, Hedge Funds, Portfolio Management, Management, Bloomberg, Investments, Investment Banking
Education
Fordham University - Graduate School of Business Administration
MBA, Finance & Management
Ithaca College
BS, Finance & Management
Indian Hills
BNY Mellon June 2015 - Present
BNY Mellon September 2014 - May 2015
Student Managed Investment Fund, Fordham University January 2014 - December 2014
BNY Mellon June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
State of New Jersey May 2012 - August 2012
State of New Jersey June 2011 - August 2011
New Jersey Office of Legislative Services June 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Customer Service, PowerPoint, Sales, Public Speaking, Social Media Marketing, Finance, Investments, Marketing, Social Media, Financial Analysis, Social Networking, Facebook, Data Analysis
Education
Fordham University 2011 — 2015
Bachelor of Science, Major: Business Administration, Concentrations: Finance, Entrepreneurship, International Business
Fordham University London Centre 2013 — 2013
Study Abroad Program
Monmouth County Vocational School District 2007 — 2011
Communications High School
MSCI Inc. August 2015 - Present
J.P. Morgan September 2012 - August 2015
Russell Investments April 2011 - August 2012
Morgan Stanley Investment Management May 2008 - April 2011
J.P. Morgan September 2006 - May 2008
Skills
MBA, Series 7, Series 63, Portfolio Management, ETFs, Investments, Alternative Investments, Hedge Funds, Money Market, New Business Development
Education
Fordham Gabelli School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Villanova University 2002 — 2006
Bachelor of Arts (B.A.)
J.P. Morgan June 2015 - Present
Haver Analytics May 2014 - Present
Excel Physical Therapy September 2011 - July 2013
Skills
Highly Reliable, Highly-motivated, Bloomberg, Highly detail oriented, Financial Modeling, Financial Accounting, Microsoft Excel, Microsoft Word, Teamwork, Data Analysis
Education
Fordham University 2013 — 2015
Bachelor's Degree, Economics, 3.95 GPA
Goldman Sachs June 2015 - August 2015
Fordham University Mathematics Dept./Columbia University Medical Center September 2014 - May 2015
Fordham Economics Society September 2014 - May 2015
Fordham Alternative Investments Club April 2013 - May 2015
J.P. Morgan October 2014 - November 2014
Fordham University May 2014 - August 2014
Incarnation School March 2014 - May 2014
Bridge Career Jump November 2013 - November 2013
Skills
Data Analysis, Microsoft Excel, VBA, R, Research, C++, Python, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Customer Service, Outlook, English, Sage
Education
Fordham University 2012 — 2016
B.S., Applied Mathematics
Central Catholic High School 2008 — 2012
4.83/4.5
The Winebow Group May 2012 - Present
Fordham University January 2012 - Present
Longbow Capital Partners, L.P. February 2012 - May 2012
Aberdeen Asset Management October 2007 - July 2011
Gartmore September 2005 - October 2007
J.P. Morgan July 2000 - August 2005
Skills
Financial Analysis, Business Strategy, Management, Investment Strategies, Marketing, Financial Services, Social Media, Capital Markets, Asset Management, Portfolio Management
Education
Fordham University 1996 — 2000
Bachelor’s Degree, Business Administration - Finance, Cum Laude
J.P. Morgan June 1992 - May 2004
Skills
Management, Leadership, Investments, Finance, Sales, Event Planning, Events Coordination, Fundraising, Strategy, Financial Services
Education
Fordham Gabelli School of Business 1995 — 1999
Master of Business Administration (M.B.A.), Finance, General
Saint Anselm College 1988 — 1992
Bachelor of Arts (B.A.), Business
St. Francis Preparatory School 1984 — 1988
High School
J.P. Morgan June 2015 - August 2015
Student Managed Investment Fund January 2015 - May 2015
J.P. Morgan June 2014 - August 2014
Cohen & Steers January 2014 - March 2014
BGC Partners June 2013 - August 2013
Skills
Microsoft Excel, Economics, Bloomberg, Statistics, Financial Analysis, Teamwork, PowerPoint, Microsoft Word, Trading, Access, Public Relations, Finance, Sales, Microsoft Office, Public Speaking
Education
Fordham University 2012 — 2015
B.S. Finance, Minor in Economics
Delbarton School 2004 — 2010
J.P. Morgan Asset Management December 2013 - Present
Barclays Investment Bank January 2007 - December 2013
Bank of America September 2003 - December 2006
J.P. Morgan May 1990 - August 2003
Skills
CPA
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 1987 — 1991
Bachelor of Science (B.S.), Accounting and Business/Management
Barclays June 2015 - Present
Smart Woman Securities December 2012 - May 2015
JPMorgan Chase May 2014 - July 2014
J.P. Morgan September 2012 - July 2014
J.P. Morgan May 2013 - May 2014
J.P. Morgan April 2013 - January 2014
Goldman Sachs September 2013 - September 2013
Fordham University August 2011 - August 2013
Morgan Stanley, Igel Group January 2013 - June 2013
Gabelli School of Business November 2012 - May 2013
Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Technologies, Research
Education
Fordham University 2011 — 2015
Finance, Gabelli School of Business
North Shore High School
Honors
Tom Leddy Consults 2008 - Present
J.P. Morgan 2006 - 2008
Credit Suisse 2000 - 2005
Credit Suisse (Donaldson, Lufkin & Jenrette) 1980 - 2000
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Fordham University
Bachelor of Arts (BA)
Fordham Preparatory School October 2014 - May 2015
Iona Preparatory School September 2008 - June 2013
Iona Preparatory School September 2008 - June 2013
J.P. Morgan April 1997 - June 1999
Bankers Trust September 1995 - April 1997
Midland Bank June 1993 - June 1995
Skills
Management, Sales
Education
Fordham University 1987 — 1991
Bachelor's degree, Finance, General
Pace University - Lubin School of Business
MBA in International Business
J.P. Morgan January 2015 - Present
New York Community Bancorp, Inc. (NYCB) July 2014 - December 2014
Astoria Bank March 2012 - July 2014
Astoria Bank May 2011 - March 2012
First Central Savings Bank April 2008 - May 2011
Skills
Anti Money Laundering, Banking, Retail Banking, Due Diligence, OFAC, AML, Bank Secrecy Act, USA PATRIOT Act, KYC, PEP, CAMS, Financial Analysis, Portfolio Management, Financial Services, Risk Management
Education
Fordham University 2002 — 2006
Economics
Brooklyn Technical High School 1998 — 2002
J.P. Morgan March 2015 - Present
Brown Brothers Harriman October 2008 - March 2015
Wells Fargo June 2005 - October 2008
BNY Mellon May 2004 - June 2005
Skills
Manage Client..., Financial Services, Financial Markets, Asset Allocation, Client Relations Skills, Management, Team Management, Strategic Financial..., Document Review, Teamwork, Team-oriented, Innovation, Financial Analysis, Market Analysis, Communication, Securities
Education
Fordham University 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Fordham University
Bachelor of Science (B.S.), Finance, General
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - Present
Boothbay Fund Management LLC December 2014 - May 2015
Hawkins Delafield & Wood LLP November 2011 - August 2014
William Chan, CPA January 2011 - June 2011
Skills
Microsoft Office, Mandarin, Cantonese, Interpersonal Skill, Teamwork, Analytics, Highly detail oriented, Delegation, Time Management, Data Analysis, VBA, Financial Modeling, Quantitative Analytics, R, Financial Engineering
Education
City Universiy of New York-Baruch College 2014 — 2015
Master of Science (M.S.), Financial Engineering
Fordham University 2006 — 2010
Bachelor of Science (BS), Mathematics
Fordham University 2006 — 2010
Bachelor of Arts (BA), Economics
LBY Partners LLC September 2012 - Present
J.P. Morgan 2008 - 2012
Bear Stearns 2005 - 2008
UBS Investment Bank 1998 - 2005
Murray Capital Management Inc. 1995 - 1998
Furman Selz Inc. 1987 - 1995
Skills
Equities, Valuation, Investments, Hedge Funds, Securities, High Yield, Capital Markets, Fixed Income, Investment Banking, Leveraged Finance, Private Equity, Equity Research, Asset Management, Portfolio Management, Trading, Derivatives, Bonds, Financial Risk, Structured Products, Equity Derivatives, Options, Equity Trading, Value Investing, Credit, Emerging Markets, Investment Management, Private Investment, Angel Investing, Alternative Investment...
Education
Fordham Gabelli School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General
Washington University in St. Louis 1983 — 1987
AB, Economics
J.P. Morgan July 2015 - Present
Global Alliance for Clean Cookstoves October 2014 - May 2015
The Compass Fellowship May 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Northwestern Mutual September 2013 - December 2013
Brooklyn Boulders LLC April 2012 - August 2013
Counterpointe Capital Management May 2013 - May 2013
Skills
Social Entrepreneurship, Microsoft Excel, Social Media, Entrepreneurship, Economics, Spanish, Microsoft Office, Nonprofits, Public Speaking, Management, Marketing, Finance, Fundraising, Financial Analysis
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance
J.P. Morgan November 2014 - Present
Societe Generale February 2013 - November 2014
J.P. Morgan July 2012 - February 2013
JPMORGAN CHASE April 2010 - February 2013
CHASE February 2011 - August 2011
JP Morgan Securites April 2010 - July 2011
JPMORGAN CHASE April 2007 - April 2010
JPMorgan Chase & Co. August 2005 - April 2007
Skills
Equities, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Series 63, Series 7, Alternative Investments, Portfolio Management, Financial Analysis, Risk Management, Financial Modeling, Swaps, Investment Banking, Trading, Investments, Credit, Securities, Electronic Trading, Mutual Funds, Bloomberg Terminal, Financial Services, Options, Capital Markets, Financial Markets, FX Options, Equity Derivatives, Asset Management, Settlement, Structured Products, Financial Risk, Trading Systems
Education
Fordham University 2001 — 2005
BA, Economics
LONDON SCHOOL OF ECONOMICS
J.P. Morgan July 2015 - Present
Fordham University Student Managed Investment Fund August 2014 - May 2015
Nomura June 2014 - August 2014
Oppenheimer & Co. January 2014 - May 2014
Travelers May 2012 - January 2014
Skills
Microsoft Excel, Equities, Financial Modeling, PowerPoint, Finance, Financial Analysis, Investments, Corporate Finance, Microsoft Word, Economics, Access, MS Excel Pivot Tables, Team Leadership, Accounting
Education
Fordham University 2011 — 2015
Finance, Concentration in Value Investing
J.P. Morgan July 2015 - Present
JPMorgan Chase February 2014 - June 2015
JPMorgan Chase June 2011 - January 2014
La Lanterna Ristorante & Caffe June 2005 - June 2011
Fordham University February 2009 - May 2011
JPMorgan Chase June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
Fordham University August 2007 - November 2007
Skills
Analysis, Bloomberg, Business Strategy, Competitive Analysis, Investor Relations, Leadership, Strategy
Education
Fordham University 2007 — 2011
BS, Major: Applied Accounting and Finance; Specialization: International Business
EY July 2015 - Present
Fordham University August 2012 - May 2015
Fordham University November 2011 - May 2015
J.P. Morgan June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Northwestern Mutual January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Athletics, Bloomberg Terminal, Microsoft Word, PowerPoint, Financial Accounting, Marketing Strategy, Business Communications
Education
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Applied Accounting and Finance
J.P. Morgan May 2014 - September 2014
ID Media March 2013 - September 2013
Fordham University January 2011 - March 2013
Abercrombie & Fitch May 2012 - November 2012
Ford Models September 2011 - August 2012
Academia Hispana @ Fordham University February 2011 - May 2012
Skills
Microsoft Office, Photoshop, Digital Photography, C++ Language, HTML, Data Entry, Organizational..., Integrated Brand..., Project Management, Public Speaking, IT Workshops, International Economics, Public Relations, Social Media, Marketing Communications, Advertising, Qualitative Research, Quantitative Research, Leadership, Marketing, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, C Language
Education
Fordham University 2011 — 2015
Bachelor’s Degree, Applied Economics, Class of 2015
Leonia High School 2008 — 2011
High School, Math and Physics, Class of 2011
Self-employed March 2013 - Present
Susquehanna International Group, LLP (SIG) October 2009 - February 2013
Merrill Lynch July 1999 - February 2007
J.P. Morgan April 1992 - June 1999
CJ Lawrence April 1983 - April 1992
Education
New York University 1983 — 1987
Master of Business Administration (M.B.A.), Finance/Economics
Fordham University 1977 — 1981
Bachelor of Science (B.S.), Finance/Economics
J.P. Morgan July 2013 - Present
J.P. Morgan 2007 - 2012
Springfield Finance Control Board 2004 - 2007
Jayd Card Services 2002 - 2004
Adelphi Capital 1999 - 2002
MBTA 1995 - 1999
Executive Office of Transportation 1992 - 1995
Massachusetts Highway Department 1990 - 1992
Skills
Finance, Investment Banking, Strategic Planning, Strategic Partnerships, Management, Business Development, Fixed Income, Executive Management, Capital Markets, Project Management, Government, Bonds, Public Policy, Series 7, Turn Around Management, Organizational..., Fundraising, Crisis Management, Series 63, Performance Improvement, Organizational..., BodD Relationship..., C-Level Relationships
Education
Fordham University
BA, Political Science
University of Massachusetts Boston
MBA, Management
J.P. Morgan June 2015 - Present
Citi February 2011 - June 2015
Self-Employed February 2009 - February 2011
Kempler & Co., Inc. June 2005 - February 2009
Skills
Blockchain, Bitcoin, Cryptography, C#, C++, Java, Various SQLs, Visual Basic, Visual Basic for..., HTML5, CSS, PHP, JavaScript, Matlab, Python, Ruby On Rails, Apache Hadoop, Amazon Web Services..., Mainframe, COBOL, Management, Field-Programmable Gate..., Arduino, Raspberry Pi, SolidWorks, Microsoft Excel, Project Management, Leadership, Strategic Planning, Sales, Team Leadership, Consulting, Risk Management, Business Analysis, Strategy, Capital Markets, Financial Modeling
Education
Fordham University 2002 — 2005
Bachelor of Science, Banking & Finance / Mathematical & Computational Finance
Delbarton 1996 — 2001
J.P. Morgan June 2008 - Present
Bear Stearns May 2005 - May 2008
Jennison Associates November 1997 - April 2005
Donaldson, Lufkin & Jenrette February 1996 - October 1997
Chase Manhattan Bank June 1993 - June 1994
Chase Manahttan Bank August 1992 - June 1993
Chase Manhattan Bank July 1988 - July 1992
Education
Fordham University
MBA, Finance
Saint John's University
BS, Computer Science
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
Church & Dwight, Co., Inc. July 2013 - Present
Avon Products February 2011 - March 2013
Avon Products January 2007 - August 2010
Avon Products January 2005 - January 2007
Avon September 2002 - December 2004
Avon October 2000 - August 2002
Lancome April 2000 - August 2000
Lancome February 1999 - April 2000
J.P. Morgan January 1996 - January 1999
J.P. Morgan September 1993 - December 1995
Skills
Product Innovation, Cosmetics, Beauty, Skin Care, Global Marketing, Fragrance, Product Development, Marketing, Beauty Industry, Brand Management, Marketing Strategy, Consumer Products, Consumer Insight..., Product Marketing, Marketing Activation, Brand Development, Marketing Research, Market Research
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Marketing and Finance
University of Delaware 1989 — 1993
B.S. in Business Administration, Marketing
HSBC Commercial Banking May 2014 - Present
J.P. Morgan October 2009 - Present
Washington Mutual Bank 2007 - November 2009
Citibank 1993 - 2007
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Master of Business Administration (M.B.A.), Finance, General
Marist College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
St Francis Prep
Barclays Capital December 2009 - Present
Natixis North America November 2002 - December 2009
J.P. Morgan April 2000 - September 2002
Bankers Trust 1997 - 1999
Sanwa Financial 1995 - 1998
Sanwa Financial 1995 - 1998
Skills
Structured Products, Interest Rate..., Hedge Funds, Fixed Income, Derivatives, Series 7, Series 66, Series 55
Education
Fordham University - Graduate School of Business Administration 2002 — 2005
Master of Business Administration (MBA), Finance, General
Pace University - Lubin School of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan October 2012 - Present
Skills
Hedge Funds, Accounting, Asset Managment, Financial Analysis, Financial Services, Securities, Interviews, Due Diligence, Finance, Investments, Asset Management, Investment Management, Tax, Recruiting, Technical Recruiting, Sourcing, LinkedIn, Human Resources
Education
Fordham University 1996 — 2000
BS, Accounting
GE Capital November 2013 - Present
GE Capital June 2004 - December 2012
JPMorgan Chase & Co. May 1998 - July 2002
J.P. Morgan May 1996 - June 1999
Skills
Syndications, Structured Finance, Financial Structuring, Financial Modeling, Credit, Due Diligence, Risk Management, Loans, Middle Market, Asset Based Lending, Leveraged Finance, Credit Analysis, Capital Markets, Commercial Lending, Credit Risk, Portfolio Management, Private Equity, Corporate Finance
Education
Fordham Gabelli School of Business 2003 — 2004
MBA, Finance and Accounting
Fordham University 1992 — 1996
BA, Economics
J.P. Morgan March 2014 - January 2015
Scotiabank January 2010 - September 2013
Goldman Sachs October 1997 - April 2009
Skills
Business Analysis, Project Management, Fixed Income, Derivatives, Commodities, MBS, Trading Systems, Backoffice Systems, Commodity, Portfolio Management, Capital Markets, Trading, FX Options, Back Office, Settlement, Prime Brokerage, Credit Derivatives, Risk Management, Interest Rate...
Education
Fordham Gabelli School of Business
MBA, Finance
R.O.A.D. Bloc Entertainment March 2012 - Present
The Rockefeller University September 2012 - December 2013
EdisonLearning October 2010 - June 2012
J.P. Morgan June 2006 - May 2010
Skills
Business Management &..., Video Production, Music Production, Data Analysis, Social Media, Client Relations, Management, Music, Entertainment, Videography, Microsoft Office, Leadership, Strategic Planning, General Financial..., Project Management, Bookkeeping (AP/AR), Database Management, Conflict Resolution, Meeting & Event Planning, Fundraising, Non-profit Volunteering
Education
Fordham University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Entrepreneurship, 3.4
Bishop Loughlin Memorial High School 2002 — 2006
J.P. Morgan January 2014 - Present
Goldman Sachs July 2005 - September 2012
Citigroup 2002 - 2005
Arthur Andersen 1999 - 2002
Education
Fordham University 1995 — 1999
J.P. Morgan December 2014 - Present
UBS Investment Bank October 1999 - September 2014
Skills
Securities Lending, Equity Finance, Hedge Funds, Prime Brokerage, US Equities
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
Master of Business Administration (MBA), Finance
State University of New York College at Oneonta 1989 — 1993
Bachelor of Science (B.S.), Business Economics
State Street April 2013 - Present
Caxton Associates April 2001 - April 2012
J.P. Morgan January 1992 - April 2001
JPMorgan Chase 1992 - 1994
Skills
Series 27, Interest Rate..., Exotic Derivatives, Foreign Exchange..., Commodities, Accounting, Hedge Funds, FX, Options, Fixed Income, Equities, Private Equity, Alternative Investments, Valuation, Credit Derivatives, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 1999 — 2001
MBA, Finance
Pennsylvania State University 1988 — 1991
BS, Management
evanR Photography Inc. September 2009 - Present
Community Action Travel LLC September 2009 - December 2011
Allianz Global Investors May 2006 - September 2009
J.P. Morgan September 2004 - May 2006
Financial Industry Regulatory Authority 2001 - 2003
Skills
Risk Management, Compliance, Operations Management, Series 7, Investment Advisory, Investments, Securities, FINRA, Six Sigma, Executives, Real Estate, Commercial Real Estate, Financial Markets, Due Diligence, Mutual Funds, Strategy, Capital Markets, Financial Risk, Equities, Trading Systems, Operational Risk, Trading, Financial Regulation, Equity Trading, Options, Financial Services, Securities Regulation, Electronic Trading, Alternative Investments, Executive Positions, Leadership, Fixed Income, Structured Products, Hedge Funds, Finance, Investment Banking
Education
Fordham University 2006 — 2009
Masters in Business Administration, Finance
Rutgers University 1998 — 2002
Bachelors Degree, Economics
J.P. Morgan June 2011 - Present
O'Shaughnessy Asset Management 2008 - June 2011
Activequant 2007 - 2008
ING Clarion Capital 2004 - 2007
MIAC 2002 - 2004
Education
Fordham University
Bachelor of Science (BS), Computer Science
J.P. Morgan January 2014 - Present
J.P. Morgan Private Bank July 2010 - Present
JPMorgan July 2007 - July 2010
Skills
Bloomberg, Hedge Funds, Equities, Series 7, Fixed Income
Education
Fordham University 2003 — 2007
Concentration: Finance, Minor: Economics
Bank of America Merrill Lynch Alternative Investments August 2013 - Present
Silver Point Capital April 2013 - July 2013
Bank of America Merrill Lynch Alternative Investments June 2010 - April 2013
Ivy Asset Management March 2006 - May 2010
BNP PARIBAS/ZURICH CAPITAL MARKETS November 2002 - March 2006
J.P. Morgan August 1999 - September 2002
Skills
Alternative Investments, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Series 63, Series 7, Structured Products, Trading, Investment Management, Options, Bonds
Education
Fordham University 2008 — 2013
Masters of Business Administration, Finance
University of Delaware
Bachelor of Arts, Business Economics
J.P. Morgan February 2012 - Present
JP Morgan February 2009 - February 2012
JP Morgan June 2008 - February 2009
Bear Stearns June 2007 - June 2008
Bear, Stearns & Co. Inc. May 2005 - June 2007
Education
Fordham University 2001 — 2005
BS, Finance
J.P. Morgan February 2014 - Present
JP Morgan February 2011 - January 2014
J.P. Morgan March 2008 - January 2011
Bear Stearns July 2007 - March 2008
Education
Fordham University 2003 — 2007
Bachelors, Finance, Economics
J.P. Morgan January 2015 - Present
JP Morgan May 2014 - December 2014
JP Morgan Chase July 2012 - May 2014
Credit Suisse June 2009 - July 2012
Merrill Lynch April 2007 - June 2009
American Express Bank 1999 - 2003
Chase Manhattan Bank 1994 - 1997
Skills
Asset Management
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Lehigh University - College of Business and Economics 1990 — 1994
Bachelor Science, Finance
J.P. Morgan August 2011 - November 2011
Morgan Stanley January 2008 - July 2011
Education
Fordham University
Master of Social Work (MSW)
Rutgers University-New Brunswick 2002 — 2006
Bachelor Arts, Criminal Justice, Women & Gender Studies and Africana Studies
J.P. Morgan August 2012 - Present
JPMorgan Asset Management March 2005 - Present
UBS Global Asset Management 2002 - 2005
Merrill Lynch 1998 - 2002
Education
Fordham University - Graduate School of Business Administration 1996 — 1999
Master of Business Administration (MBA), Finance, General
Syracuse University 1989 — 1993
Bachelor of Arts (BA)
Evercore Partners May 2012 - Present
J.P. Morgan June 1994 - May 2012
Skills
Fixed Income, Derivatives, Investment Banking, Structured Products, Equities, Equity Derivatives, Prime Brokerage, Capital Markets, Credit Derivatives, Hedge Funds, Swaps, Middle Office
Education
Lehigh University 1990 — 1994
Bachelor's degree, Double B.A. Economics & Biology
Fordham University 1996 — 1999
Master's degree, Finance
Citi July 1981 - Present
Lehman Brothers 1981 - 1985
J.P. Morgan April 1978 - July 1981
Skills
Fixed Income, Banking, Capital Markets, Equities, Portfolio Management, Structured Products, Wealth Management, Credit, Series 7, Series 63, CDS, Commercial Paper, Derivatives, Securities, Recruiting, Bloomberg, Swaps, Discount Notes, MBS, Asset Management, Investment Advisory, Bonds, Funding
Education
Fordham University 1978 — 1979
School of Performing Arts
Dance
Bank of America May 2013 - Present
Morgan Stanley November 2010 - April 2013
Morgan Stanley December 2009 - November 2010
Morgan Stanley June 2003 - December 2009
Morgan Stanley February 2000 - June 2003
J.P. Morgan June 1999 - January 2000
J.P. Morgan July 1998 - June 1999
J.P. Morgan October 1996 - July 1998
US Trust November 1992 - October 1996
Skills
Equity Derivatives, Operations Management, Management, Collateral Management, Internal Communications, Communication, Operational Risk, Operational Risk..., Team Management, Teamwork, Goal Oriented, Delivering Results, Problem Solving, Margin, Collateral Systems, Collateral, Financial Services, Market Risk, Middle Office, Equities, Risk Management, Derivatives, Fixed Income, Financial Risk, Capital Markets, Investment Banking
Education
Fordham Gabelli School of Business 1993 — 1998
MBA, Corporate Finance
University of Mary Washington 1988 — 1992
BS, Business Administration
Prophet September 2013 - Present
Coach June 2012 - August 2012
Training the Street 2008 - 2011
J.P. Morgan July 2006 - July 2008
Skills
Business Strategy, Marketing Strategy, Brand Development, Management Consulting, Financial Modeling, Mergers, Strategy, Valuation, Financial Analysis, Market Research, Corporate Finance, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Growth Strategy and Innovation
Fordham University 2002 — 2006
Bachelor of Science (BS), Finance, General
PepsiCo April 2015 - Present
PepsiCo June 2013 - Present
J.P. Morgan January 2013 - June 2013
J.P. Morgan March 2012 - February 2013
J.P. Morgan October 2010 - March 2012
J.P. Morgan April 2008 - November 2010
J.P. Morgan March 2005 - April 2008
Skills
Bloomberg, Series 7, Investment Banking, Asset Managment, Series 63, Fixed Income, Equities, Bloomberg Terminal, Financial Analysis, Investments, Microsoft Excel, Financial Services, Onboarding, College Recruiting, PeopleSoft, Applicant Tracking..., Business Analysis, Data Analysis, VBA, Public Speaking, Team Leadership, Academic Achievement, Asset Management, Securities, Derivatives, Options, Relationship Management, Finance, Business Objects, Workforce Planning, Human Resources, Business Analytics, Risk Management, Analytics, Software Implementation
Education
Fordham University 2008 — 2010
Bachelor of Arts (BA), Organizational Leadership, 3.2
The College of Westchester 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Business, Management, Marketing, and Related Support Services, 3.6
J.P. Morgan February 2014 - Present
Fordham University March 2013 - Present
Fordham University January 2014 - Present
Harvard Club of New York August 2012 - September 2014
Fordham University - Center for Digital Transformation July 2012 - August 2014
Madison Square Boys & Girls Club April 2013 - January 2014
Accenture July 2011 - January 2014
Netik 2010 - July 2011
Harvard University March 2010 - June 2010
Bank of America May 2006 - October 2008
Skills
Risk Management, Strategy, SDLC, Business Analysis, Project Management, Fixed Income, Microsoft Excel, Capital Markets, Data Analysis, PMO, Leadership, User Acceptance Testing, Management Consulting, Management, Financial Services, Program Management, Business Strategy, Analytics, Governance, SQL, Quality Assurance, Software Project..., Project Portfolio..., Agile Project Management, MS Project, Operational Risk..., Business Process..., Software Documentation, Maintaining Strong..., Operational Risk, Market Risk, Credit Risk, Functional Analysis, Functional..., Functional Design, Federal Regulations, Excel, Data Dictionary Language, IT Strategy
Education
Harvard University 2009 — 2010
Master of Liberal Arts, Management
Fordham University 2006 — 2007
BS, Finance
Shandong Finance Institute 2004 — 2004
Study abroad, Finance
J.P. Morgan July 2012 - Present
JP Morgan January 2009 - July 2012
JP Morgan Chase January 2000 - December 2009
Education
Fordham Gabelli School of Business 1979 — 1981
MBA, Accounting, Finance
Saint John's University - Peter J. Tobin College of Business 1973 — 1977
BS, Finance
Barclays January 2015 - Present
Chase January 2014 - January 2015
J.P. Morgan June 2012 - January 2014
JPMorgan Chase July 2008 - May 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Data Analysis, Strategy, Spanish, Project Management, Teamwork, Research, Editing, Innovation Management, Team Motivator, Excel
Education
Fordham University 2008 — 2012
BA, English, History
Cristo Rey New York High School 2004 — 2008
J.P. Morgan August 2015 - Present
Mishka Foundation 2008 - September 2015
J.P. Morgan June 2014 - August 2014
IBM September 2013 - June 2014
Fordham University FWIB Society January 2013 - December 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Financial Statement..., Financial Accounting, Nonprofits, Leadership, Valuation, Strategy, Budgets, Social Networking, Finance, Investments, Financial Analysis, Forecasting, Financial Modeling, Corporate Finance, Contract Negotiation
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Master of Business Administration (MBA), Finance & Accounting, 3.75
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance
PNC July 2010 - Present
Morgan Stanley March 2003 - November 2009
J.P. Morgan November 1999 - March 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Budgets
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Finance and Marketing
Michigan State University 1994 — 1998
Bachelor of Arts (B.A.), Economics
Genworth September 2014 - Present
Fitch Ratings July 2012 - September 2014
Morgan Stanley September 2008 - July 2012
J.P. Morgan May 2007 - September 2008
Skills
Derivatives, Credit Risk, Loans, Fixed Income, Financial Modeling, DCF, Investment Banking, Corporate Finance, Equities, Alternative Investments, Capital Markets, Valuation, Financial Risk, Financial Analysis, Bloomberg, Portfolio Management, Investment Strategies, Asset Managment, Bloomberg Terminal, Private Equity, Due Diligence
Education
Fordham University - Graduate School of Business Administration 2008 — 2009
MBA, Finance
Fordham University 2005 — 2008
BS, Finance
Ares Management October 2014 - Present
J.P. Morgan July 2013 - October 2014
J.P. Morgan May 2012 - August 2012
GFT Spot Forex CFDs Spread Bets May 2011 - April 2012
UBS Wealth Management January 2011 - April 2011
Protocol Capital Management May 2010 - August 2010
Skills
Hedge Funds, Asset Management, Finance, Bloomberg, Alternative Investments, Access, Financial Risk, Economics, Analysis, Technical Analysis, Microsoft Excel, Financial Analysis, Trading, Due Diligence, English, Equities, Risk Management, Bloomberg Terminal, Currency, Valuation, Financial Modeling, Microsoft Office
Education
Fordham University 2009 — 2013
BA, Mathematics, Economics
J.P. Morgan Vice President - USIM Performance AnalyticsJPMorgan Chase2004 - Present
Education
Fordham Gabelli School of Business 1987 — 1989
MBA, Finance
Fordham University 1978 — 1982
BS, Computer Science
J.P. Morgan June 2015 - August 2015
J.P. Morgan June 2010 - June 2014
Morgan Stanley January 2009 - May 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Credit Risk, Capital Markets, Mergers & Acquisitions, Business Valuation
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Fordham University 2007 — 2011
Bachelor of Science (BS), Finance
J.P. Morgan January 2014 - Present
FINRA December 2004 - December 2013
Merrill Lynch March 2004 - December 2004
Skills
Due Diligence, Finance, Risk Management, Derivatives, Project Management, Regulatory Requirements, Securities Regulation, Legal Compliance, Soft Skills
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA), Finance, General
Fordham University School of Law 2000 — 2003
Doctor of Law (JD), Finance, General
J.P. Morgan April 2012 - Present
JPMorgan Chase November 2008 - April 2012
Morgan Stanley Smith Barney June 2005 - November 2008
Skills
Private Banking, Investment Management, Securities, Fixed Income, Equities, Trading, Options, Emerging Markets
Education
Fordham University 2001 — 2005
B.A, International Political Economy
J.P. Morgan August 2007 - Present
J.P. Morgan May 1999 - August 2007
Paine Webber September 1994 - May 1999
Skills
Fixed Income, Hedge Funds, Portfolio Management, Banking, Investments, Mutual Funds, Trading, Settlement, Middle Office, Bonds, Credit, Cash Management, Prime Brokerage, Asset Allocation, Analysis, Internal Controls, Business Planning, Credit Analysis, Bloomberg, Microsoft Office, Geneva Accounting System
Education
Fordham University - Graduate School of Business Administration 2004 — 2008
MBA, Finance, 3.50
SUNY Albany 1990 — 1994
Bachelor of Arts, History, 3.06
Oxford University 1993 — 1993
Exchange Program, European History, 4.0
J.P. Morgan July 2015 - Present
J.P. Morgan August 2013 - June 2015
J.P. Morgan July 2012 - July 2013
J.P. Morgan June 2011 - August 2011
Skills
Series 7, Series 63, Private Banking, Wealth Management
Education
Fordham University 2008 — 2012
Business Administration, Finance & Economics, Magna Cum Laude
JPMorgan Chase & Co February 2010 - Present
J.P. Morgan May 2007 - February 2010
Prime Brokerage Client Service December 2004 - May 2007
Brown Brothers Harriman & Co June 2004 - December 2004
Brown Brothers Harriman & Co December 2003 - June 2004
Brown Brothers Harriman & Co May 2002 - December 2003
GE Asset Management November 2000 - November 2001
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Vanderbilt University
Bachelor of Science, Geology
BlackRock August 2014 - Present
Bank of America Merrill Lynch August 2013 - August 2014
UBS Investment Bank April 2011 - August 2013
Silverstone Capital March 2008 - April 2011
Bank of America January 2006 - March 2008
Bank of America July 2002 - December 2005
J.P. Morgan October 2000 - July 2002
Skills
CFA
Education
Fordham University 1996 — 2000
Bachelor of Science (B.S.), Finance and Economics
Church Pension Group February 2009 - Present
J.P. Morgan 1994 - 2003
Skills
Investments, Financial Analysis, Financial Modeling, Asset Management, Portfolio Management
Education
Fordham University 1988 — 1992
BA, Philosophy
New York University, Stern School of Business
Finance, MBA
Société Générale September 2013 - Present
DTCC August 2012 - November 2012
Ardour Capital Investments May 2012 - August 2012
J.P. Morgan May 2012 - August 2012
Skills
C++, VBA, Java, Matlab, Bloomberg Terminal, Quantitative Finance, Microsoft Excel, Financial Modeling, R, Statistics, Microsoft Office, Data Analysis, SQL, Asset Management, Options, Econometrics, Quantitative Analytics, Time Series Analysis
Education
Fordham University 2011 — 2012
Master of Science (MS), Quantitative Finance
University of Florida 2006 — 2010
Bachelor's Degree, Mathematics
University of Florida 2006 — 2010
Minor in Actuarial Science
J.P. Morgan August 2014 - Present
J.P. Morgan July 2013 - August 2014
GE Aviation June 2012 - August 2012
J.P. Morgan May 2011 - May 2012
Skills
Bloomberg, Equity Research, Derivatives, Fixed Income, Equities, Microsoft Excel
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance
Christian Brothers Academy 2005 — 2009
J.P. Morgan November 2014 - December 2014
Typhon Capital Management July 2014 - September 2014
Wake Forest University July 2013 - July 2013
Education
Fordham University
Accounting and Finance
General Assembly
Data Science
Vipassana International Academy
Vipassana Meditation
One Equity Partners January 2013 - Present
J.P. Morgan July 2009 - January 2013
Louis Vuitton August 2007 - May 2008
Skills
Private Equity, Venture Capital, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Investments, Equities, Business Strategy
Education
Fordham University 2005 — 2009
Bachelor of Science (BS), Finance, General
Credit Suisse May 2011 - August 2015
Auriga USA, LLC November 2010 - April 2011
J.P. Morgan March 2006 - October 2010
Credit Suisse January 2000 - February 2006
Cowen and Company October 1997 - January 2000
Tucker Anthony & RL Day March 1991 - September 1996
Skills
corporate access, Team Leadership, Partnership-building, Strategic Communications, Series 7, Series 63, Series 24, Business Process...
Education
Fordham Gabelli School of Business 1994 — 1997
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Pace University - Lubin School of Business 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
FXCM 2015 - Present
Citi 1997 - 2014
Citi 1992 - 1997
Chase 1990 - 1992
J.P. Morgan 1988 - 1990
Skills
Emerging Markets, FX Spot, FX Swaps, Interest Rate Swaps, Forwards, Market Making, Market Risk, Credit Risk, Risk Analysis, Banking Relationships, Key Client Relationships, Fixed Income, Mentoring, Trading
Education
Fordham University 1984 — 1988
Bachelor's Degree, Finance, General
Don Bosco Prep 1980 — 1984
High School
J.P. Morgan 2010 - Present
Brown Brothers Harriman 2008 - 2010
Education
Fordham University 2003 — 2007
Bachelor of Science (BS), Accounting