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
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J.P. Morgan Employees
Pomona Capital October 2014 - Present
Pomona Capital September 2013 - October 2014
Goldman Sachs June 2011 - August 2013
J.P. Morgan September 2009 - December 2009
Skills
Report Writing, Financial Modeling, Financial Analysis, Client Engagement, Investments, Forecasting, Equities, Valuation, Bloomberg, Bloomberg Terminal, Capital Markets, Series 7, Investment Banking, Private Equity, Equity Valuation, Securities, Market Research, Corporate Finance, Asset Management, Due Diligence, Finance, Data Analysis, PowerPoint, Series 63, Alternative Investments
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts (BA), Business, Organizations & Society
J.P. Morgan August 2015 - Present
JPMorgan Chase September 2010 - Present
Jacobson Distribution Company April 2004 - August 2010
Skills
Financial Analysis, Supply Chain Operations, Microsoft Office, Banking, Credit Cards, Credit, Customer Service, Financial Risk, Risk Management, Process Improvement, Analysis, Call Center, Access, Microsoft Excel, Outlook, Auditing, Transportation, Team Leadership, Fraud Detection, Corporate Fraud, Fraud analysis, Customer Satisfaction, Business Performance..., Management, Coaching, Personal Development, Customer Focus, Customer Retention, Call Centers, Fraud, Training, Logistics
Education
Franklin University
Bachelor’s Degree, Business Management
J.P. Morgan June 2015 - Present
United States Special Operations Command (USSOCOM) January 2014 - May 2015
United States Special Operations Command (USSOCOM) June 2011 - January 2014
US Army June 2010 - June 2011
US Army June 2008 - June 2010
US Army June 2007 - June 2008
US Army June 2004 - June 2006
US Army April 2001 - June 2003
US Army January 1999 - January 2000
US Army August 1997 - June 1999
Skills
Leadership, Operational Planning, Program Management, Project Management, Command, Aviation, Special Operations, National Security, Defense, Intelligence, Team Building, Government, International Relations, Department Budgeting, Joint Operations, Aircraft Maintenance, Combat, Cross Cultural..., Aircraft, Top Secret, Intelligence Analysis, Technology Integration, Cross-cultural...
Education
Naval War College 2006 — 2007
MA, Strategic Studies
Francis Marion University 1990 — 1995
BA, History
Combined Arms and Services Staff School (CAS3) 1998 — 1999
J.P. Morgan April 2014 - Present
Goldman Sachs August 2013 - April 2014
Rocket Internet GmbH January 2013 - March 2013
Morgan Stanley June 2012 - September 2012
CMR January 2011 - February 2011
Skills
Mandarin, German, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Capital Markets, Emerging Markets, Economics, Due Diligence, Bloomberg, Capital IQ, ThomsonOne, Microsoft Excel, Investments
Education
Tsinghua University 2010 — 2013
Master's Degree
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc (Merit/Honors)
Franklin & Marshall College 2006 — 2009
BA (Cum Laude)
J.P. Morgan June 2011 - Present
J.P. Morgan Chase and Co June 2011 - Present
Skills
Technical Analysis, Security Analysis, Hedge Funds, Investment Banking, Financial Markets, Valuation, Risk Management, Credit Risk, Bloomberg Terminal, Bloomberg, Equities, Fixed Income, Color Commentary, Financial Modeling, Investments, Physical Comedy, Portfolio Management, Trading
Education
Fordham University 2007 — 2011
BS, Finance, Economics
J.P. Morgan July 2011 - Present
J.P. Morgan June 2010 - August 2010
Killik & Co October 2009 - December 2009
Skills
Series 7, Series 63, MBS, Securitization, Fixed Income, Bloomberg Terminal, Intex Desktop, Bloomberg, Electronic Trading, FX Options, Investment Banking, Equities
Education
Franklin & Marshall College 2007 — 2011
Business, Organizations & Society
J.P. Morgan April 2007 - Present
Skills
Financial Risk, Financial Modeling, Risk Management, Operational Risk, Operational Risk..., Financial Analysis
Education
Franklin University 1986 — 1993
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Oakwood University
Biology and Theology
J.P. Morgan June 2015 - Present
Analyst Aide at Con Edison March 2013 - Present
The Worth Collection,Ltd. June 2012 - August 2012
The Educational Alliance July 2011 - August 2011
Gouverneur Hospital June 2010 - February 2011
Skills
Microsoft Office, Microsoft Excel, Cantonese, Networking, Chinese, Communications, Teamwork, Microsoft Word, Data Analysis, Statistics, Microeconomics, Organizational..., Team Leadership, Tableau, English, Time Management, Organization, SharePoint, Bloomberg Terminal
Education
Fordham University 2012 — 2016
Bachelors of Science, Finance/ Economics
Nest+m 2008 — 2012
J.P. Morgan July 2011 - Present
Education
Fordham University 1990 — 1994
Finance and Economics
JPM Asset Management March 2015 - Present
Liberty University Online August 2012 - Present
J.P. Morgan March 2000 - Present
J.P. Morgan January 2013 - November 2013
University of Phoenix 2011 - January 2013
JPMorgan Chase February 2007 - March 2012
JPMorgan Chase January 2005 - February 2007
JPMorgan Chase September 2003 - January 2005
JPMorgan Chase March 2000 - September 2003
Delaware Joint Vocational School April 2000 - December 2000
Skills
Microsoft Office, Budgeting, Financial Reporting, Banking, Mentoring, Office Management, Accounts Payable, Supervisory Skills, Statistics, Teaching, Customer Relations, Word, Excel, Accounts Receivable, Hiring, Financial Analysis, Cash Flow, Billing, PowerPoint, Administration, Outlook, Analysis, Budgets, Loans
Education
Franklin University 2005 — 2007
MBA, Business Adminstration
Mount Vernon Nazarene University 2001 — 2003
Bachelor, Business Administration
Citi February 2015 - Present
J.P. Morgan February 2010 - February 2015
J.P. Morgan September 2006 - February 2010
Hotel Bellwether January 2005 - August 2006
Skills
Training & Development, HR Consulting, Strategic Consulting, Client Service, Instructional Design, Reporting & Analysis, Project Facilitation, Presenter, Financial Markets, Program Management, Project Planning, Project Coordination, Document Design, Copy Editing, Presentation Coaching, Writing Coach, Administration, Learning Management, E-learning, Adobe Connect, Project Management, Management, Employee Engagement, Training, Human Resources
Education
Fordham University 2007 — 2009
Bachelor of Arts (B.A.), English Language and Literature/Letters, 3.8 GPA, graduated summa cum laude
Whatcom Community College 2002 — 2006
Associate of Arts and Sciences (A.A.S.), English Language and Literature/Letters
Silverpop, an IBM Company May 2015 - Present
J.P. Morgan April 2007 - May 2015
Skills
SDLC, Financial Services, Investment Banking, Software Project..., Requirements Analysis, Enterprise Architecture, Java Enterprise Edition, SQL, Agile Methodologies, WebSphere Application..., WebSphere Portal, WebSphere MQ, Oracle Database, Spring Framework, Web Services, JSF, Hibernate
Education
Franklin University 1992 — 1995
Bachelor of Science (B.S.), Computer Science
Bank of America Merrill Lynch January 2015 - Present
Bank of America Merrill Lynch June 2011 - Present
J.P. Morgan May 2008 - May 2011
Education
Fordham University 2004 — 2008
Undergrad, Finance, Economics
Monster November 2013 - Present
J.P. Morgan July 2009 - June 2013
J.P. Morgan August 2009 - July 2010
Primerica July 2004 - October 2009
Zenta January 2009 - March 2009
Pearce and Pearce September 2006 - September 2007
BlueCross BlueShield of South Carolina June 2002 - August 2006
Skills
Communication, Sales, Marketing, Business Development, Social Media, Account Management, Leadership, New Business Development, Online Advertising, Microsoft Office, Strategy, Leadership Development, Team Leadership, Escalations Management, Public Speaking, Cold Calling, Customer Service, Training, Customer Satisfaction, Management, Microsoft Excel, Call Centers
Education
Francis Marion University 2003 — 2004
Computer Science
Lander University 2000 — 2003
Computer Science
South Florence High School 1996 — 2000
High School
J.P. Morgan September 2015 - Present
Morgan Stanley May 2015 - August 2015
Barneys New York September 2014 - December 2014
UBS June 2014 - August 2014
China national tobacco corporation March 2011 - June 2012
Skills
Customer Service, Account Management, Financial Analysis, Cubes, SharePoint, Adhoc, MS Excel Pivot Tables, Vlookup, PowerPoint
Education
Fordham University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting, 3.68
J.P. Morgan September 2014 - Present
Flash Magazine January 2013 - Present
JPMorgan Chase June 2014 - August 2014
Investment and Security Analysis August 2013 - December 2013
Counterpointe LLC May 2013 - May 2013
Financial Management January 2013 - May 2013
UBS October 2012 - May 2013
Gabelli School of Business - Dean's Council September 2012 - May 2013
Skills
Bloomberg Terminal, Financial Analysis, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Finance, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Office, Financial Accounting, Fundamental Analysis, Microsoft Word, Analysis, Valuation, Portfolio Management, Investments, Business Strategy
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance
Turner Fenton Secondary School 2007 — 2011
IB Certificate
Pelham Performance Partners, LLC December 2013 - Present
J.P. Morgan January 2006 - December 2012
J.P. Morgan 2000 - 2006
J.P. Morgan 1994 - 2000
Time Inc. 1992 - 1994
Alexander and Alexander Consulting Group 1989 - 1992
The Boston Company 1987 - 1988
State Street Bank 1986 - 1987
Skills
Talent Management, Organizational..., Leadership Development, Executive Coaching, Change Management, Training, Succession Planning, Organizational..., Performance Management, Employee Engagement, Organizational Design, Team Building, Human Resources, Consulting, Onboarding, Needs Analysis, Leadership, Management, Employee Training, Career Development, Mergers & Acquisitions, Executive Management, Performance Consulting, Learning Management, Executive Development, Employee Benefits, Program Management, Training Delivery, Workshop Facilitation
Education
University of Massachusetts Boston
Master of Education (MEd), Instructional Design and Adult Education
Framingham State College
Bachelor of Science (B.S.), Foods, Nutrition, and Related Services
Morgan Stanley February 2013 - Present
Asset-Control 2008 - 2013
Morgan Stanley 2000 - 2007
Moore Capital Management 1998 - 1999
J.P. Morgan 1991 - 1997
Skills
Analysis, Design,..., Equity Trading, Financial Services, Trading Systems, Fixed Income, Equities, Derivatives, Business Analysis, Sybase, Risk Management, Electronic Trading, Financial Markets, Asset Management, Capital Markets, Banking, Portfolio Management, Professional Services, Software Installation, SQL, Manage Client..., Market Data, Reference Data
Education
Fordham University
B.A. Natural Science, Pre-Med
NYU Graduate School of Arts and Sciences
15 credits toward Masters in Biology
New York Institute of Finance
Series 7 Preparatory Course
New York University School of Continuing Education
Certificate in Advanced Data Processing, Information Systems Design and Programming
JPMorgan Chase July 2014 - July 2015
J.P. Morgan November 2011 - July 2014
Chase September 2010 - November 2011
JPMorgan Chase August 2010 - November 2011
Chase June 2007 - August 2010
Chase Bank May 2006 - June 2007
Accountemps November 2005 - October 2006
Creative Financial Staffing April 2006 - May 2006
JPMorgan Chase January 2000 - January 2004
Skills
Customer Service, Account Reconciliation, Invoicing, Accounting, Auditing, Human Resources, Spreadsheets, Databases, Payments, Research, Financial Audits, Mortgage Lending, Balance, Access, Microsoft Excel, Outlook, Financial Reporting, Data Entry, Credit, Management, Banking
Education
Ohio Business College 2008 — 2010
Associates, Medical Administrative Assistant
Franklin University
Accounting
North High School
University of ArkansasPine Bluff
Biology
J.P. Morgan June 2013 - Present
Brokerage October 2010 - July 2013
Insurance Advisors October 2010 - July 2013
Nerium International 2012 - 2012
Minnesota Life July 2009 - October 2010
Minnesota Life July 2009 - September 2010
The Hartford January 2006 - July 2009
Hartford Life January 2006 - July 2009
Nationwide Financial 1999 - 2004
Skills
Sales, Insurance, Disability Insurance, Sales Operations, Life Insurance, Strategy, Brokers, Leadership, Long Term Care Insurance, Public Speaking, Team Building, Retirement Planning, New Business Development, Sales Management, Fixed Annuities, Long-term Care, Retirement, Underwriting, Health Insurance, Term Life Insurance, Universal Life
Education
The American College 2010 — 2012
CLU
Franklin University 2002 — 2003
MBA, Business
Franklin University 2001 — 2003
Master's, Business Administration
Ohio Dominican College 1999 — 2000
Bachelor of Science, Business Administration
Ohio Dominican College 1999 — 2000
Bachelor's, Business Administration
Walden University
Doctorate, Business Administration
Team Beachbody June 2015 - Present
Hudson County Guidance & Student Personnel Association May 2015 - Present
Jersey City Public Schools September 2014 - Present
New Jersey School Counselor Association July 2009 - Present
Newark Public Schools October 2003 - September 2014
New Jersey Institute of Technology January 2001 - August 2013
New Jersey School Counselor Association July 2012 - June 2013
Essex County School Counselor Association July 2007 - June 2009
NYFIX (formerly Javelin Technologies) 1999 - 2001
J.P. Morgan 1997 - 1998
Skills
Teaching, Higher Education, Tutoring, Staff Development, Public Speaking, Psychotherapy, Program Development, Psychology, Community Outreach, Educational Technology, K-12, Career Counseling, Student Affairs, Literacy, Elementary Education, Training, Curriculum Design, Lesson Planning, Special Education, Student Counseling, Student Development, Educational Leadership, Classroom
Education
Fordham University 2001 — 2003
MS Ed, Counseling
New Jersey City University 1995 — 1999
BA, Psychology
Tishman Speyer February 2012 - Present
J.P. Morgan May 2010 - February 2012
Tishman Speyer 2006 - 2010
Ernst & Young August 2006 - September 2006
Massey Knakal Realty Services 2004 - 2006
Skills
Valuation, Tax, Financial Reporting, Due Diligence
Education
Fordham University 2003 — 2007
Bachelor of Science (B.S.), Accounting
Fordham Prep
Deutsche Bank November 2013 - Present
J.P. Morgan 2011 - Present
Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Equity Research, Fixed Income, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Microsoft Exchange, DTC, OTC, Risk Analysis, Risk Management, Risk Assessment, Financial Risk, Risk Analytics, Prime Brokerage, Broker-Dealer, Derivatives
Education
Fordham University 2007 — 2011
Deutsche Bank February 2015 - Present
Deutsche Bank July 2013 - February 2015
J.P. Morgan September 2012 - July 2013
J.P. Morgan February 2011 - August 2012
Hartford Financial Products 2010 - 2011
Education
Fordham University
Bachelors, International Political Economy, Business Administration
JPMorgan Chase & Co May 2010 - Present
J.P. Morgan February 1998 - May 2010
JPMorgan Chase May 1996 - February 1998
Executive Gallery Inc 1990 - 1996
Skills
Web Analytics, Strategy, Analytics, Management, Application Architecture, Segmentation, Omniture, Vendor Relationship..., B2B, E-commerce, Competitive Intelligence, SDLC, SEO, Voice of the Customer, SEM, Business Insights, Customer Insight
Education
Franklin University 1988 — 1991
Bachelor Science, Business Management and Marketing
Citigroup February 2015 - Present
J.P. Morgan April 2014 - February 2015
Capital One April 2013 - March 2014
JPMorgan Chase January 2012 - March 2013
Skills
Market Analysis, Retail Banking, Compliance, Financial Analysis, Market Research, Due Diligence, Data Analysis, Sales, Business Planning, Banking, Internal Audit, Finance, Marketing, AML, Anti Money Laundering
Education
University of Illinois at Urbana-Champaign
Master of Business Administration (MBA), Marketing, Psychology
Freie Universität Berlin
Master of Business Administration (MBA)
Saint John's University
Bachelor of Science (B.S.), Management
J.P. Morgan February 2013 - Present
Texas Roadhouse August 2011 - September 2012
J.P. Morgan January 2008 - August 2011
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Banking, Leadership, Project Management, Risk Management, Business Analysis, Financial Analysis
Education
Franklin University 2013 — 2015
Bachelor's degree, Financial Planning and Services, 3.5 of 4.0 GPA
State Farm Insurance January 2012 - Present
JPMorgan Chase April 2010 - December 2010
JPMorgan Chase July 2007 - March 2010
JP Morgan Chase 2006 - 2007
J.P. Morgan 2004 - 2006
JPMorgan Chase 2001 - 2004
Skills
Banking, Credit, Microsoft Office, Credit Cards, Customer Service, Call Centers, Management, Software Documentation, Access, Account Reconciliation, Data Analysis, Coaching, Human Resources, Training, Budgets, Vendor Management, Troubleshooting, Process Improvement, Microsoft Word, Outlook, Auditing, Loans, Operations Management, Business Analysis, Relationship Management, Team Leadership, Policy, Financial Analysis, Risk Management, Team Building, Business Process, Leadership, Microsoft Excel, Change Management, Strategic Planning, Analysis, Visio, Insurance, Accounts Receivable, Project Management, Sales, Mortgage Lending, Business Process..., Administration, Performance Management
Education
University of Maryland University College 2014 — 2016
Bachelor's degree, Business Administration and Management, General
Frederick Community College 2013 — 2014
Associate's degree, Business Administration and Management, General
Harrisburg Area Community College 1991 — 1992
High School Diploma
Penn State University Mont 1990 — 1991
J.P. Morgan December 2014 - Present
Law Office of Harvey G. Landau February 2014 - May 2014
Teplen Law Group June 2011 - February 2013
Catholic Charities of the Archdiocese of New York August 2011 - May 2012
UN Women January 2011 - May 2011
International Rescue Committee June 2010 - April 2011
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2007 - July 2008
The Office of Senator Hillary R. Clinton September 2006 - January 2007
UNDP June 2006 - August 2006
New York County District Attorney's Office June 2005 - December 2005
Skills
Legal Research, Legal Writing, Immigration Law, International Law, Westlaw, Policy Analysis, Lexis, Anti Money Laundering, Regulatory Compliance, Bank Secrecy Act, Financial Regulation, Economic Sanctions, OFAC, USA PATRIOT Act, KYC, FinCEN, Immigration Policy, U.S. Immigration, Refugee Law, Gender Mainstreaming, Human Rights, LexisNexis, Microsoft Office, Microsoft Excel, Public Speaking, Community Outreach, Government, Courts, Public Policy, Research, Legal Assistance, Editing
Education
New York Law School 2009 — 2012
Doctor of Law (J.D.)
Fordham University 2003 — 2007
B.A., Double Major in Political Science & History; Minor in Middle East Studies
NCS Pearson April 2015 - July 2015
McKesson May 2013 - January 2014
J.P. Morgan July 2011 - April 2013
BlueCross BlueShield of SC February 2007 - July 2011
McLeod Health June 2005 - May 2006
Skills
Customer Service, Customer Satisfaction, Customer Support, Data Entry, Time Management, Call Centers, Telephone Skills, Customer Retention, Training, Access, Insurance, Quality Assurance, Software Documentation, Salesforce.com, Data Analysis, CRM, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Microsoft Office
Education
Francis Marion University 2004 — 2008
Bachelor of Science (BS), Biology, General
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Skills
Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Market Research, Research, Marketing, Data Analysis, Social Media Marketing
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science, Business Administration, Accounting and Finance, Magna Cum Laude
Francis W. Parker School 1997 — 2011
SKY Harbor Capital Management, LLC August 2011 - Present
Debevoise & Plimpton LLP May 2007 - August 2011
Fried, Frank, Harris, Shriver & Jacobson LLP March 2005 - May 2007
J.P. Morgan 1995 - 2001
Bank of Tokyo New York 1989 - 1991
Skills
Hedge Funds, Securities Regulation, Capital Markets, Securities Litigation, Corporate Governance, Asset Management, Securities, Corporate Law, Dodd-Frank, Investments, Cross-border..., Alternative Investments, Courts, Criminal Law
Education
Fordham University School of Law 2001 — 2004
Doctor of Law (J.D.)
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General
University of Pennsylvania - The Wharton School
Bachelor's Degree, Finance
Guggenheim Partners September 2015 - Present
J.P. Morgan June 2015 - September 2015
Guggenheim Partners June 2014 - June 2015
US Army March 2008 - March 2013
Proto's Pizzeria Napoletana July 2005 - February 2008
Skills
Military, Personal Security, Microsoft Excel, Employee Training, Marksmanship, First Aid, Risk Management, Oral & Written..., Team Leadership, Report Writing, Crew Scheduling, Record Maintenance, Critical Incident..., Investigation, Protective Services, Hands-on Training, Mentoring, Anti Money Laundering, MS Excel Pivot Tables, Vlookup, Lotus Notes, Analytical Skills, Risk Analysis, Operational Risk, Information Security, Active DoD Secret..., PowerPoint, Internal Audit, Policy Writing, Procedure Development, Financial Accounting, Financial Analysis, Financial Statement...
Education
Fordham University 2012 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.68
J.P. Morgan June 2015 - August 2015
Media Coalition June 2014 - October 2014
Fordham University May 2014 - August 2014
Harper's Magazine 2012 - July 2013
Harper's Magazine July 2010 - March 2012
Mendel Media Group LLC January 2010 - May 2010
Greater New York Hospital Association June 2009 - September 2009
Skills
Copy Editing, Editing, Research, Photoshop, FileMaker, Press Releases, QuarkXPress, Event Planning, Microsoft Office, Microsoft Excel, PowerPoint, HTML
Education
Fordham University School of Law 2013 — 2016
Juris Doctor (J.D.)
New York University 2006 — 2010
B.A., English Literature, Studio Art
Doral Financial Corporation 2013 - Present
Nomura Securities 2011 - 2013
J.P. Morgan 2004 - 2010
Ryan Beck & Co. 2002 - 2004
KBW 1997 - 2002
Chase Bank 1996 - 1997
Chase Bank 1995 - 1996
Skills
Investment Banking, Capital Markets, Financial Analysis, Strategic Thinking, Business Strategy, Expert Advisor, Presenter, Mentoring, People Development, Team Leadership
Education
Fordham University 1992 — 1996
BS, Accounting
Bergen Catholic High Scool 1988 — 1992
CoveView Advisors LLC 2009 - Present
J.P. Morgan 1989 - 2007
Education
Fordham University
Bachelor of Arts (B.A.), History
University of Toronto - Rotman School of Management
Master of Business Administration (MBA)
Cotiviti Healthcare June 2013 - Present
J.P. Morgan July 2010 - May 2013
MedAssets June 2009 - August 2009
Piper Jaffray November 2005 - May 2008
GlaxoSmithKline July 2004 - November 2005
Health Strategies Group July 2002 - June 2004
Skills
Financial Modeling, Valuation, Investment Banking, Healthcare, Mergers, Financial Analysis, Corporate Finance, Medical Devices, Due Diligence, Business Strategy, Mergers & Acquisitions, Strategy, Corporate Development, Finance, Management, Equity Research, Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Healthcare Management and Finance
University of Pennsylvania 1999 — 2002
BA, Economics and Political Science
Franklin & Marshall College 1998 — 1999
BA, Economics
Tiedemann Wealth Management May 2007 - Present
J.P. Morgan May 1990 - September 1998
Richards & O'Neill May 1988 - May 1990
J.P. Morgan September 1986 - May 1988
Education
Fordham University School of Law 1983 — 1986
JD, Law
Transamerica May 2014 - Present
SunAmerica Mutual Funds May 2013 - May 2014
J.P. Morgan April 2006 - May 2013
J.P. Morgan July 2004 - April 2006
J.P. Morgan January 2003 - July 2004
J.P. Morgan November 2000 - January 2003
American Express October 1999 - August 2000
Skills
CIMA, Public Speaking, Capital Markets, Economics, Mutual Funds, Asset Allocation, Series 7, Alternative Investments, Wealth Management, Variable Annuities, Equities, Series 63, Consultative Sales..., Insurance, ETFs, Retirement Planning, Investment Strategies, Asset Management, Investment Management, Retirement, Bonds, Fixed Income, Bloomberg, CRM, 401k, Loans
Education
Franklin University
MBA, Financial Management
West Virginia State College
Bachelors of Science, Applied Mathematics
J.P. Morgan June 2014 - August 2014
Oppenheimer & Co. Inc. December 2013 - January 2014
Plurimi Capital LLP July 2013 - August 2013
Peara Premium Products January 2013 - June 2013
Sunningdale Golf Club May 2012 - August 2012
Skills
Teamwork, Organization, Microsoft Office, Public Speaking, Social Media, Facebook, Access, Social Networking, Time Management, Strategic Planning, Editing, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Finance
Education
Fordham University 2012 — 2015
Bachelor of Science (B.S.), Finance; Minor in Computer Science, 3.80
BNY Mellon June 2015 - Present
BNY Mellon May 2007 - June 2015
Merrill Lynch February 2001 - April 2007
J.P. Morgan November 1994 - January 2001
Citi December 1981 - November 1984
Arthur Young (Ernst & Young) July 1978 - December 1981
Skills
Operational Risk, Auditing, Financial Risk, Risk Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Asset Management, Finance, Corporate Finance, External Audit, Capital Markets, Investment Banking, Financial Services
Education
NYU Stern School of Business 1982 — 1988
MBA, Finance
Fordham University 1975 — 1978
BS, Accounting
JPMorgan Chase & Co. February 2014 - March 2015
J.P. Morgan January 2012 - February 2014
JPMorgan Chase September 2011 - January 2012
J.P. Morgan September 2009 - February 2011
Columbus Fair Auto Auction 1999 - September 2009
Skills
Mortgage Banking, Loan Servicing, Default, Mortgage Servicing, Process Improvement, Management, Leadership, Relationship Management, Customer Service, Foreclosures, Mortgage Lending
Education
Franklin University
Degree not completed
TIAA-CREF June 2013 - Present
ING U.S. April 2011 - December 2012
ING U.S. January 2010 - April 2011
ING Investment Management September 2007 - April 2011
AIG 1995 - 2007
J.P. Morgan 1990 - 1995
White & Case LLP 1986 - 1990
Skills
Investments, Asset Management, Investment Management, Mutual Funds, Hedge Funds, Investment Strategies, Financial Advisory, Retirement, Insurance, Wealth Management, Financial Services, Capital Markets, Pensions, Fixed Annuities, Alternative Investments, Strategy, Fixed Income, Equities, Private Equity, Investment Advisory, FINRA, Securities, Series 7, Retirement Planning, Mergers & Acquisitions, Emerging Markets, Series 63, Portfolio Management
Education
Fordham University School of Law 1983 — 1986
Doctor of Law (J.D.)
Union College 1979 — 1983
Bachelor of Arts (B.A.), Political Science
Morgan Stanley September 2012 - Present
J.P. Morgan 2008 - 2010
James A Rhodes State College April 2007 - May 2009
Rhodes State College – The Learning Center January 2006 - January 2008
Education
Franklin University 2010 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Franklin University
Bachelor, Applied Business, Business Management
James A Rhodes State College 2006 — 2009
Associate's degree, Business, Management, Marketing, and Related Support Services
J.P. Morgan November 2014 - Present
JPMorgan Chase November 2011 - November 2014
JPMorgan Chase August 2010 - November 2011
JP Morgan Chase April 2010 - August 2010
JPMorgan Chase May 2006 - April 2010
JPMorgan Chase October 2005 - May 2006
Skills
Outlook, Avaya Communication..., ESP, FileNet, Executive Coaching, Microsoft Excel, PowerPoint, Sales, Recruiting, Customer Service, Coaching, Leadership Development, Leadership, Performance Management, Problem Solving, Quality Management, Change Management, Diversity, Employee Relations, Training, Event Planning, Banking, Business Analysis, Management, Team Building, Finance, Public Speaking, Strategic Planning
Education
Franklin University 2012 — 2015
J.P. Morgan November 2014 - Present
J.P. Morgan May 2013 - November 2014
New Castle County June 2010 - September 2012
Skills
Community Outreach, Fundraising, Nonprofits, Government, Public Speaking, Grant Writing, Event Planning, Program Development, Social Networking, Non-profits, Public Policy, Policy, Research, Microsoft Office, PowerPoint, Politics, Social Media, Public Relations, Microsoft Word, Microsoft Excel, Facebook, Securities Lending, Investment Banking, Collateral Management, Fixed Income, US Equities
Education
Fordham University 2006 — 2010
BA, History, Spanish, Business Administration
PricewaterhouseCoopers, LLP October 2014 - Present
Securities Arbitration Clinic, St. Vincent de Paul Legal Program Inc., St. John's University August 2013 - December 2013
Sweeney, Gallo, Reich, & Bolz LLP May 2013 - July 2013
New York State Courts Access to Justice Program June 2012 - August 2012
Civil Court of the City of New York June 2012 - August 2012
Buchbinder Tunick & Company LLP January 2011 - April 2011
J.P. Morgan June 2010 - July 2010
Rockefeller & Co., Inc. June 2009 - August 2009
German-American Committee of Greater New York May 2008 - May 2009
Skills
Westlaw, Lexis, Tax Preparation, Tax, Accounting, Microsoft Excel, Financial Analysis, Tennis, Trials, Corporate Finance
Education
Saint John's University School of Law 2011 — 2014
Juris Doctor (J.D.)
Fordham University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance, Cum Laude
St. Francis Preparatory 2003 — 2007
Great-West Financial June 2015 - Present
J.P. Morgan June 2011 - June 2015
Skills
Process Improvement, Technical Communication, Risk Management, SharePoint, CRM, Professional/Business..., Computer/Technical..., Efficiency, Product Knowledge and..., Data Analysis, Operational Risk..., VBA Excel, Proof of Concept, Security, VBA, Management, Operational Risk, Internal Audit, Asset Management
Education
Fort Lewis College 2009 — 2011
Bachelor of Arts, Information Management, Magna Cum Laude (GPA 3.79)
Syracuse University 2012 — 2012
Information Security Management: Analytical Data Mining
J.P. Morgan September 2015 - Present
JP Morgan March 2008 - September 2015
Bear Stearns January 2007 - March 2008
Bear Stearns December 2005 - January 2007
Skills
Bloomberg, Equities, Trading, Electronic Trading, Prime Brokerage, Trading Systems, Series 7, Series 63, Reuters, FX trading, Microsoft Office, Microsoft Excel, Microsoft Word, Private Client Services, Broker-Dealer, Sales, Operations Management, Foreign Exchange, Foreign Currency, Exotics, Morgan Direct, Pacific Rim, Organization, Team-oriented, Highly motivated..., Highly Ambitious, Close Attention to..., Migration Projects, Currency, Securities, Proprietary Trading, FX Trading
Education
Fordham University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Pace University 2002 — 2005
Bachelor of Business Administration (BBA), Finance, General
Forest Hills 1998 — 2002
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - Present
The Friedlander Group January 2014 - May 2014
J.P. Morgan June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
BookRenter December 2011 - May 2012
New England Financial June 2010 - August 2010
Skills
Leadership, Communication Skills, Computer Proficiency, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Financial Analysis, Analysis, Public Speaking, Financial Modeling, Investments, Market Research, Economic Development
Education
Fordham University
Bachelor of Business Administration (B.B.A.), Finance and Business Economics
Montville Township High School 2006 — 2010
J.P. Morgan March 2002 - Present
Skills
Leadership, Management, Business Analysis, Microsoft Excel, Collaborative Problem..., Team Building, Financial Analysis, Business Process..., Presentation Skills, Microsoft Office, Banking, Presentation Development, Program Management, Customer Service, Digital Photography, Photoshop
Education
Frederick Community College 2015 — 2016
Grantsmanship, Leading Non-Profit Organizations & Funding Strategies, Continuing Education Courses
J.P. Morgan November 2007 - Present
Education
Franklin University 2004 — 2010
Bachlor of Science, Financial Management/Business Adminstration
Fitch Ratings August 2013 - Present
J.P. Morgan June 2013 - August 2013
Fitch Ratings June 2012 - August 2012
Saw Mill Management January 2012 - April 2012
Merrill Lynch January 2011 - April 2011
Merrill Lynch January 2010 - April 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Data Analysis, Credit Analysis, Infrastructure, Credit Risk, Project Finance, Bloomberg Terminal, PowerPoint, Renewable Energy, Transportation, Toll Roads, Wind Energy, Solar Energy, Natural Gas, Hydroelectric, Stadiums, Oil & Gas, Ports
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Finance, Economics, General
Paragon August 2011 - Present
Spearman Independent School District August 2009 - July 2011
J.P. Morgan October 1997 - July 2009
Education
Franklin University 1985 — 1990
Associate's degree, Business Administration and Management, General
Marion Franklin High School 1981 — 1984
Diploma, Business Administration and Management, General
Balyasny Asset Management L.P. February 2015 - Present
Castleton Commodities International November 2014 - January 2015
Perennial Management, LLC October 2008 - September 2014
M Safra Family Office (EMS Capital) March 2008 - October 2008
J.P. Morgan April 2006 - March 2008
Refco June 2002 - March 2006
Hadrian Partners, Ltd. June 2002 - March 2006
Skills
Trading, Commodity Markets, Swaps, Commodity, Electronic Trading, Order Management, Capital Markets, Foreign Exchange, Equities, Hedge Funds, Bloomberg, Compliance, Disaster Recovery, IT Management, Client Relations Skills
Education
Fordham University 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Information Systems
Allergy Science Labs May 2015 - Present
Rotary International November 2013 - Present
First Coast Health July 2014 - June 2015
SunTrust Robinson Humphrey January 2013 - July 2014
Duff & Phelps June 2011 - January 2013
Conversion Partners August 2010 - July 2011
Fordham University Student Managed Investment Fund ($1MM) September 2010 - May 2011
J.P. Morgan June 2010 - August 2010
Skills
Private Equity, Investment Banking, Mergers & Acquisitions, Investments, Financial Analysis, Valuation, Financial Modeling, Equities, Capital Markets, Healthcare, Community Outreach, Private Placements, Initial Public Offerings, Business Strategy, Corporate Development
Education
Fordham University 2007 — 2011
Bachelor of Science, Finance, Magna Cum Laude Distinction
kasina, a DST Company July 2015 - Present
Wells Fargo Asset Management May 2006 - July 2015
J.P. Morgan June 2001 - May 2006
Morgan Stanley February 2000 - June 2001
Fidelity Investments July 1999 - February 2000
Skills
Series 63, Retirement Planning, Finance, Mutual Funds, Trading, Series 7, Series 65, Series 9, Series 10, Certified Fund..., Equity Derivatives, Fixed Income, Equity Trading
Education
Franklin Pierce College 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Franklin Pierce University
Bachelor's Degree, Accounting and Finance
J.P. Morgan January 2014 - Present
JP Morgan October 2010 - Present
BNP Paribas October 2009 - September 2010
Delaware Investments July 2008 - July 2009
Citi May 2007 - July 2007
Skills
English, Public Speaking, Bulgarian, Hedge Funds, Financial Modeling, Alternative Investments, Equities, Asset Managment, Financial Analysis, Valuation, Capital Markets, Investments, Private Equity, Due Diligence, Portfolio Management, Asset Management, DCF, Investment Management, Equity Research
Education
Franklin & Marshall College 2004 — 2008
Bachelor, Finance/Accounting
Sofia School of Architecture, Civil Engineering, and Geodesy 2003 — 2004
Associate, Architecture and Civil Engineering
TIAA-CREF April 2000 - March 2005
TIAA-CREF May 1995 - March 2000
J.P. Morgan March 1993 - May 1995
Deloitte June 1988 - February 1993
Education
New York University, Stern School of Business
Master of Business Administration (M.B.A.), Finance
Fordham University
Bachelor of Science (B.S.), Accounting
J.P. Morgan October 2011 - Present
Standard Bank August 2008 - March 2011
ABN AMRO August 2004 - September 2008
JPMorgan Chase April 2002 - May 2003
Morgan Stanley Investment Management February 2000 - April 2002
Barclays Capital July 1998 - February 2000
Education
Fordham University
J.P. Morgan July 2012 - Present
Franklin County Department of Jobs and Family Services (FCDJFS September 2011 - July 2012
The Garden City Group, Inc. August 2010 - August 2011
Peak Systems, Inc. August 2009 - July 2010
The Dermot Company, Inc March 2003 - October 2008
Skills
Computer Hardware, Windows 7, Networking, Security, Microsoft Office, Customer Service, Printers, Routers, Software Installation, Switches, Technical Support, Windows
Education
Franklin University 2014 — 2016
Bachelor's Degree, Computer Science
Lehman College 2003 — 2006
Diploma, Computer Information Systems and Computer Science; Computer Science
High School of Transit Technology 1995 — 1999
Computer Science; High School Diploma
J.P. Morgan June 2013 - Present
J.P. Morgan April 2011 - June 2013
AutoNation September 2009 - November 2010
Skills
Hedge Funds, Financial Analysis, Asset Management, Investments, Microsoft Excel, Emerging Markets, Due Diligence, Market Research, Microsoft Office, Strategy, Business Intelligence, Customer Service, Social Media Marketing
Education
University of Southern California 2004 — 2008
Bachelor of Arts (B.A.), Art History, Law
Fordham University
Pre-MBA Program
Travel Palace June 2014 - Present
NiSource April 2011 - Present
J.P. Morgan June 2003 - March 2011
Midwestern Electric, Inc. May 2002 - March 2003
Mack & Associates June 2001 - May 2002
Cap Gemini Ernst and Young March 2001 - June 2001
Leo Burnett July 1999 - March 2001
Skills
Administrative..., Portfolio Management, Financial Analysis, Customer Service
Education
Fox College Inc 1998 — 1999
Administrative Assistant and Secretarial Science, General
The Kentros Group January 2008 - Present
J.P. Morgan January 2003 - January 2007
Skills
Private Equity, Commercial Real Estate, Venture Capital, Joint Ventures, Structured Products, Debt Restructuring, Debt & Equity Capital..., Asset Based Finance, Valuation, Mezzanine
Education
Franklin & Marshall College 1998 — 2002
History
Hackley School 1991 — 1998
High School
J.P. Morgan April 2012 - Present
JPMorgan Investment Management January 2007 - March 2012
Education
Franklin University 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
The Ohio State University 1986 — 1991
Bachelor of Science (B.S.), Business (Double Major: Finance & Real Estate)
Citadel Investment Group 2007 - Present
UBS 2001 - 2007
J.P. Morgan 2000 - 2001
Education
Fordham University 1996 — 2000
J.P. Morgan December 2014 - Present
JPMorgan Chase July 2013 - November 2014
JPMorgan Chase May 2011 - June 2013
Citigroup November 2009 - May 2011
Reed Elsevier October 2008 - August 2009
Diamond Management and Technology Consultants September 2006 - June 2008
Accenture May 2005 - September 2006
JPMorgan Chase January 1999 - April 2005
Sears Credit April 1996 - December 1998
Skills
Business Analysis, Program Management, Risk Management, Software Development, Process Analysis, IT Strategy, Vendor Management, SDLC, Business Process..., Project Portfolio..., Process Improvement, PMO, Change Management, Project Management, Business Intelligence, Financial Services, Management Consulting, PMP, Acquisition Integration, Integration
Education
Indiana University - Kelley School of Business 2009 — 2011
Masters of Business Administration, Management
Franklin University 1999 — 2001
Bachelor of Science, Human Resources Management
University of Missouri-Columbia 1990 — 1996
Bachelor of Journalism, Advertising
Ankeny High School 1986 — 1990
High School diploma, AP Honors student
DEUTSCHE BANK 1999 - 2004
J.P. MORGAN 1996 - 1999
CITIBANK 1993 - 1996
MANUFACTURERS HANOVER/CHEMICAL 1989 - 1993
IRVING TRUST 1981 - 1989
THE BANK OF NEW YORK 1969 - 1981
Skills
Fixed Income, Wealth Management, Portfolio Management, Training, Equities, Capital Markets, Derivatives, Investment Banking, Asset Management, Securities, Hedge Funds, Alternative Investments, Bloomberg, Investments, Financial Services, Trading, Valuation, Banking, Back Office, Financial Risk, Asset Allocation
Education
Pace University 1971 — 1974
MBA, MANAGEMENT
Fordham University 1964 — 1968
BS, ECONOMICS
Layered Dimensions Consulting Group, LLC September 2010 - Present
J.P. Morgan January 2013 - May 2014
J.P. Morgan January 2013 - May 2014
Robert Half International 1995 - 2012
Trinity Broadcasting Network August 2011 - November 2011
Owner/C & L Professional Consulting Services January 1999 - October 2010
Nationwide Insurance March 2009 - May 2009
Ohio Housing Finance Agency July 2008 - October 2008
AT&T Mobility/New Cingular Wireless - Bellsouth/Accenture January 2005 - February 2008
Thomson Reuters – Tax & Accounting May 2007 - August 2007
Skills
Project Management, Social Media, Social Media Marketing, Social Networking, Marketing, Entertainment, Strategic Planning, Vendor Management, Business Analysis, Business Development, Online Advertising, Microsoft Office, Budgets, Leadership, Event Planning, Fundraising, Leadership Development, Technical Recruiting, Human Resources, Program Management, Interviews, Analysis, Contract Negotiation, Recruiting, Business Strategy, Sales, Management, Training, Event Management, Networking, Integration, E-commerce, Software Documentation, Team Building, CRM, MS Project, Telecommunications, Strategy, Negotiation, Product Management, Start-ups, Sourcing, Entrepreneurship, Consulting, Talent Acquisition, Executive Search, Coaching, Organizational..., Contract Recruitment, Applicant Tracking...
Education
Full Sail University 2012 — 2014
Entertainment Business, Arts, Entertainment, and Media Management
Franklin University 2009 — 2012
Bachelors, Business Administration/Marketing
Babbage Simmel 2009 — 2009
Training, Project Management Training – PMBox Guide, 4th Edition
CHIP FIELDS ACTING WORKSHOP 2001 — 2001
Training, Mentorship - Acting/Coaching
J.P. Morgan 2005 - Present
BISYS 1998 - 2004
Skills
Fixed Income, Equities, Asset Management, Mutual Funds, Vendor Management, Risk Management, SDLC, Business Analysis, IT Strategy, Process Improvement, Relationship Management, PMO, Project Management, IT Management, Project Portfolio..., Management, Business Continuity, Software Project..., Agile Methodologies, Trading Systems, Disaster Recovery, Asset Managment, Banking, Hedge Funds, Integration, Requirements Gathering, Securities
Education
Franklin University 1996 — 1998
Master of Business Administration (MBA)
J.P. Morgan January 2014 - Present
HSBC Securities July 2012 - January 2014
HSBC Securities July 2012 - December 2012
HSBC Securities July 2010 - July 2012
Citigroup August 2005 - July 2010
Credit Suisse January 2005 - August 2005
Citco Fund Services April 2004 - July 2004
JPMorgan Chase February 2003 - April 2004
Bank of New York Mellon November 2000 - August 2002
Chase Manhattan Bank/JPMorgan Chase 1995 - 2000
Skills
Client Relationship..., Client Service, Dodd Frank, Operations Management, Middle Office, Securities Regulation, ISDA, Foriegn Exchange, Fail Reporting, Project Management, Creative Problem Solving, MBA Finance, OMGEO, Fixed Income Products, Equity Products, Emerging Markets, Trade Processing, Client Management, Event Planning, Credit Derivatives, Interest Rate..., Equity Derivatives, DTCC, Markit, FX, Derivative Clearing, Collateral Management, Management, master trust accounting, Matrix Management, ISITC, Management Information, Product Management, Derivserv, Derivatives, Markitserv, CRM, Clearing, Client Services, Dodd-Frank, FX Options, Financial Services, Fixed Income, Investment Banking, Securities
Education
Fordham University 1998 — 2000
MBA, Finance & International Business, 3.98
Grove City College 1985 — 1989
BA, History & Political Science
J.P. Morgan Asset Management May 2015 - Present
Credit Suisse August 1999 - June 2015
Merrill Lynch August 1997 - August 1999
J.P. Morgan February 1997 - August 1997
ING U.S. January 1995 - February 1997
Thomson Reuters July 1994 - January 1995
Skills
Business Analysis, Relationship Management, Mergers, Vendor Management, IT Strategy, Change Management, Team Leadership, SDLC, Strategy, Integration, Disaster Recovery, Strategic Planning, Enterprise Architecture, ITIL, Project Delivery, Team Building, Data Center, IT Management, Operations Management, Requirements Gathering, IT Service Management, Solution Architecture, Project Portfolio..., Service Delivery, Security, Business Process..., Business Intelligence, IT Operations, Incident Management, System Deployment, Project Management, Business Continuity, Cloud Computing, Requirements Analysis, Process Improvement, Information Technology, Active Directory, Infrastructure, Virtualization, Enterprise Software, VMware, IT Outsourcing, High Availability, Windows Server, Visio, Team Management, Data Migration, Software Documentation, Servers, Management
Education
Fordham University 1990 — 1994
Bachelor of Science (BS), Computer Science
J.P. Morgan June 2008 - Present
Bear Stearns June 2007 - May 2008
Bear Wagner Specialists October 2005 - June 2007
LaBranche & Co. October 2002 - October 2005
NYSE July 2000 - October 2002
Education
Fordham University 1996 — 2000
The London School of Economics and Political Science (LSE) 1998 — 1998
The General Course
J.P. Morgan January 2014 - Present
Nationwide Insurance June 2012 - January 2014
MAPFRE U.S.A. Corp. (formerly American Commerce Insurance Company) June 2000 - July 2012
Information Business Solutions, United Kingdom February 1996 - February 1999
Skills
SDLC, Requirements Gathering, Enterprise Architecture, Requirements Analysis, Business Analysis, Visio, DB2, Agile Methodologies, Software Development, IT Strategy, Data Modeling, ETL, Data Warehousing, Business Intelligence, SQL, Management, Software Project..., Web Services, SOA, Agile Project Management, Insurance, Websphere, Application Architecture, PL/SQL, Vendor Management, IT Management, Databases, Solution Architecture, Software Documentation, SharePoint, Microsoft SQL Server, Integration, Process Improvement, Oracle, Business Process, Program Management, Systems Analysis, Business Requirements, Database Design, EAI, Disaster Recovery, Java Enterprise Edition, Project Portfolio..., PMP, People Management
Education
Franklin University 2008 — 2009
MBA, Executive Leadership
SVH College of Engineering 1992 — 1996
B. Tech, Mechanical Engineering
J.P. Morgan June 2014 - Present
Barclay's Capital February 2008 - June 2014
Morgan Stanley April 2003 - February 2008
Citigroup January 2000 - December 2002
Skills
Market Data, Derivatives, Trading Systems, Electronic Trading, Fixed Income, VBA, Equities, Investment Banking, Financial Markets, FX Options, SQL, Exchange Connectivity, Sybase, Prime Brokerage, Vendor Management, Unix, Bonds, Capital Markets, Risk Management, PMO, Middle Office, Change Management
Education
Fordham University 1991 — 1993
BS, Business Management
Penn State University 1990 — 1991
Cargill May 2011 - Present
JPMorgan Chase July 2007 - September 2010
J.P. Morgan 2007 - 2008
Skadden Arps July 2005 - July 2007
Skills
Bloomberg, Equities, Microsoft Excel, Microsoft Office, Outlook, Contract Management, Contract Negotiation
Education
Franklin & Marshall College 2001 — 2005
B.A., Political science, economics
The Williston Northampton School 1995 — 2001
Middle School/High School
J.P. Morgan September 2011 - December 2013
DaVita February 2011 - September 2011
Nationwide Better Health August 2008 - January 2011
Nationwide Financial July 2006 - August 2008
Verizon Wireless April 2005 - June 2006
Skills
SDLC, Data Warehousing, ETL, Agile Methodologies, Oracle, Microsoft SQL Server, SQL, Business Intelligence, Requirements Analysis, Database Design, Databases, PL/SQL, Data Modeling, Business Analysis, XML
Education
Franklin University 2005 — 2009
MS, Computer Science
University of Madras 2000 — 2004
B.S, Mechanical Engineering
S.B.O.A. Matric & Hr Sec School
U.S. Trust, Bank of America Private Wealth Management February 2015 - Present
J.P. Morgan August 2002 - January 2015
Skills
Banking, Corporate Finance, Estate Planning, Wealth Management, Investment Management, Credit, Relationship Management
Education
Fordham University 1998 — 2002
Bachelor of Science (B.S.), Finance
J.P. Morgan Chase - Credit & Risk Structuring Training Program
J.P. Morgan Chase - Middle Market Credit Analyst Training Program
Excel Management Systems March 2015 - Present
JPMorgan Chase 2011 - 2014
JPMorgan Chase 2010 - 2011
J.P. Morgan 2009 - 2010
S3 - contractor at Chase 2006 - 2008
First Data Resources formerly Bank One 1999 - 2006
Bank One 1990 - 1999
Skills
Business Analysis, Software Documentation, Business Process, Testing, SDLC, Test Scripts, System Testing, Technical Documentation, Procedure Manuals, New Business Development, Quality Assurance, IT Operations, Microsoft Excel, Microsoft Word, Visio, Process Improvement, Vendor Management, Management, Banking, Financial Services, Risk Management, Project Management, Analysis, Account Reconciliation, Process Flow, Customer Service, Microsoft Office
Education
Franklin University
a Bachelor of Science Degree, Business Administration
J.P. Morgan July 2012 - Present
J.P. Morgan November 2011 - July 2012
JP Morgan July 2010 - April 2012
The White House Project August 2007 - December 2009
Santa Barbara Channelkeeper December 2006 - July 2007
The Next Generation February 2006 - December 2006
NARAL Pro-Choice America August 2004 - August 2005
Rutgers University September 2004 - June 2005
Democratic National Committee April 2004 - November 2004
Skills
Strategic Communications, Community Outreach, Blogging, Internal Communications, Copy Editing, Speech Writing, Public Relations, Media Relations, Fundraising, Press Releases, Non-profits, Event Planning, Social Media, Editing, Public Speaking, Management, Crisis Communications, Strategic Planning
Education
Rutgers University-New Brunswick 2003 — 2005
MA, Gender & Politics
Stony Brook University 1998 — 2002
BA, Gender & Politics; Studio Art
Fordham University
Fordham University
Wells Fargo July 2015 - Present
J.P. Morgan September 2011 - July 2015
Barclays August 2010 - August 2011
IBM April 2001 - July 2008
Skills
Investment Management, Fixed Income, Sales, Investments, Account Management, Business Development, Marketing, Equities, Financial Modeling, Series 7, Portfolio Management, Mortgage Lending, Private Banking, Retail Banking, Lines Of Credit, Estate Planning, Hedge Funds
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
MBA, Finance & Investments
Franklin & Marshall College 1992 — 1996
Bachelor of Arts
Murray Hill Properties February 2008 - Present
Real Estate Company 1998 - Present
J.P. Morgan February 2006 - February 2008
Goldman Sachs August 2004 - February 2006
Harman International 2002 - 2004
Skills
Investment Banking, Valuation, Equities, Financial Modeling, Asset Management, IPO, Real Estate, Real Estate Economics, Investments, Brokerage, Disposition, Real Estate Transactions
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2004
MBA, Finance & Economics
Fordham University 1998 — 2002
BS, Finance & Economics
Holy Cross High School 1994 — 1998
Parkland Hospital March 2014 - Present
J.P. Morgan May 2013 - March 2014
Gemalto January 2012 - April 2013
JP Morgan January 2010 - September 2011
Vanguard Marketing and Investments June 2008 - July 2010
Skills
Software Quality..., QA Automation, Test Management, Testing, Manual Testing, SQL, Defect Tracking, Mobile Testing, Regression Testing, Black Box Testing, White Box Testing, JavaScript, jQuery, Agile & Waterfall..., AngularJS, Node.js, Android SDK, JIRA, Performance Testing, Quality Assurance, Web Services, XML, REST, SoapUI, Selenium WebDriver, HP QTP, HP Quality Center, Java, Python, Perl, Unix Shell Scripting, Ruby on Rails, Mobile Payments, Operating Systems, Windows, Unix, RedHat, Windows Server, Databases, Linux, HTML, CSS, Telecommunications, Nagios, Virtualization, System Monitoring, Version Control - Git,..., SharePoint, Integration Testing, Project Management
Education
Free Code Camp 2015 — 2016
Certificate in Full Stack Web Development, Computer Software Engineering
Udacity 2015 — 2016
Nanodegree - Android Developer, Computer Software Engineering
The University of Texas at Arlington 2006 — 2010
MIS, Computer Science, Business, Information Systems
The Legal Aid Society of Cleveland May 2014 - August 2014
Tax Court of New Jersey January 2014 - May 2014
New York City Council September 2013 - December 2013
Grow Brooklyn June 2013 - August 2013
Fordham University May 2013 - August 2013
Eaton Corporation January 2010 - May 2012
J.P. Morgan October 2008 - September 2009
Skills
Data Analysis, Management, Financial Analysis, Analysis, Research, Microsoft Office, Microsoft Excel, Process Improvement, Corporate Finance, Leadership
Education
Fordham University School of Law 2012 — 2015
Doctor of Law (J.D.)
Case Western Reserve University 2005 — 2009
Bachelor of Science, Accounting, Management, Economics
J.P. Morgan October 2013 - Present
JP Morgan Chase April 2007 - October 2013
JPMorgan Chase & Co. June 2007 - February 2010
Discover Financial Services 2004 - 2006
Skills
Risk Management, Financial Analysis, Financial Risk, Data Analysis, Banking, Finance, Credit, Credit Risk, Portfolio Management, Forecasting, Client Relations, Strategy, Fraud, Financial Modeling, Business Development, Fixed Income, Analytics, Process Improvement, Vendor Management, Sarbanes-Oxley Act, Managerial Finance, Business Analysis, Management, Financial Services, Analysis, Leadership, SAS, Management Consulting, Consulting, Operational Risk..., Risk Strategy, Credit Risk Management, Financial Reporting, Fraud Prevention, Fraud Analytics, Model Building, Risk Analysis, Strategic Consulting, Process Consulting, Business Analytics, Predictive Analytics, Data Analytics, Marketing Analytics, Change Management, Fraud Detection, Fraud Investigations, Reporting & Analysis, Partnerships, Business Networking, Global Client Management
Education
Franklin University 2005 — 2007
Master of Business Administration (M.B.A.), Investments and Securities
Michigan State University 1996 — 2001
Interdisplinary Studies, Pre-Law Studies
Arxis Capital Group September 2014 - Present
J.P. Morgan July 2013 - September 2014
Knight Capital - Fixed Income May 2006 - July 2013
Phlx BCC 2008 - 2013
Knight Capital Group, Inc. May 2006 - December 2010
Citigroup 2005 - 2006
JPMorgan Chase 2004 - 2005
Hale & Dorr 2001 - 2003
Goldman Sachs 1993 - 2000
Skills
AML, Corporate Law, Due Diligence, Equities, Equity Trading, Capital Markets, Fixed Income
Education
Fordham University School of Law 1998 — 2001
JD, Law
The College of New Jersey 1989 — 1993
BS, Accounting
J.P. Morgan April 2015 - Present
Spring11, LLC November 2013 - April 2015
Townhouse Partners Consulting June 2011 - October 2013
212MEDIA August 2009 - May 2011
Townhouse Partners Consulting December 2009 - March 2010
Lancaster County Planning Commission May 2008 - August 2008
Emerald Asset Management May 2008 - August 2008
Hong Kong Shanghai Banking Corporation June 2007 - August 2007
Skills
Valuation, CMBS, Underwriting, Real Estate Economics, Financial Modeling, Financial Analysis, Portfolio Management, Investment Banking, Investments, Strategy, Bloomberg, Finance, Asset Managment, Loans, Market Research, Commercial Real Estate, Distressed Debt, Real Estate Finance, Due Diligence
Education
Franklin & Marshall College 2005 — 2009
BA, Business, Economics
University College London 2008 — 2008
Economics
Scholastica
Scholastica
J.P. Morgan April 2012 - Present
State Street June 2007 - April 2012
Bank of America October 2006 - April 2007
Skills
FX Options, Fixed Income, Portfolio Management, Hedge Funds, Trading, Financial Risk, Finance, Mutual Funds, Funding, Private Equity, Collateral Management
Education
Franklin Pierce University 2002 — 2006
BS, financial management
Chariho High School 1998 — 2002
Columbus Regional Airport Authority 2010 - Present
J.P. Morgan 2001 - Present
BISYS Fund Services 2000 - 2001
Skills
Financial Analysis, Financial Modeling, Finance, Corporate Finance, Business Analysis, Banking, Forecasting, Asset Managment, Risk Management, Accounting, Financial Reporting, Financial Services, Strategic Financial...
Education
Franklin University
BS, Finance
Herscher High School
HS Diploma
SeaBridge Investment Advisors January 2004 - Present
J.P. Morgan 1994 - 2001
J.P. Morgan 1994 - 2001
Skills
Equities, Equity Research, Equity Valuation, Equity portfolio..., Mutual fund management, Business Process..., Asset Management, Asset Managment, Investment Management, Investments, Mutual Funds, Portfolio Management, Valuation
Education
Stevens Institute of Technology 1982 — 1987
MS, Management
Franklin & Marshall College 1974 — 1978
BA, Government
Credit Suisse 2007 - Present
Credit Suisse 2007 - 2008
J.P. Morgan 1999 - 2003
Education
London Business School 2003 — 2005
Master of Business Administration (MBA)
Franklin & Marshall College 1995 — 1999
Bachelor of Arts (BA)
Haynes and Boone, LLP January 2013 - Present
Crandall ISD August 2011 - December 2012
Fort Hays State University August 2011 - December 2011
Dallas ISD August 2010 - July 2011
Wills Point ISD August 2009 - August 2010
Forney ISD January 2009 - May 2009
Bear Stearns September 2006 - August 2008
Williams Lea (Bowne Business Solutions) January 2000 - September 2006
J.P. Morgan July 1989 - January 2000
Skills
Teaching, Instructional Design, Staff Development, Curriculum Design, Public Speaking, E-Learning, Technology Integration, Teachers, Research, Event Planning, Curriculum Development, Educational Technology, K-12, Strategic Planning, Team Building, Customer Service, Microsoft Word, Outlook, Microsoft Excel, Instructional Technology, Microsoft Office, Training, Editing, Software Documentation, Distance Learning, Lesson Planning, Teacher Training, Classroom, PowerPoint, Writing, Leadership
Education
Fort Hays State University 2007 — 2009
M.S.
Midwestern State University 2002 — 2004
B.A.A.S.
Eastfield College 1999 — 2002
A.A.S.
Cerberus Capital Management February 2014 - Present
Ally Financial Inc. May 2009 - February 2014
J.P. Morgan June 2008 - April 2009
Bear Stearns 2003 - June 2008
ACE Group 2002 - 2003
ACE Group 2002 - 2003
ACE Group 2002 - 2003
ACE Group 2002 - 2003
Skills
Fixed Income, MBS, Capital Markets, Derivatives, Portfolio Management, Trading, Financial Modeling, Securitization, Credit, ABS, Structured Products, Credit Derivatives, Hedge Funds, Emerging Markets, Financial Analysis, Structured Finance, Risk Management, Due Diligence, Financial Services, Bloomberg
Education
Fordham University 2000 — 2002
Master of Business Administration (MBA), Finance & Media Management
The Ohio State University 1990 — 1995
Bachelor of Science (BS), Accounting
EPFR Global January 2014 - Present
CABEI Central American Fund & North American Income Fund January 2003 - December 2013
EPFR Global January 2003 - December 2013
Thomson Reuters January 2001 - November 2002
Paralyzed Veterans of America February 1999 - December 2000
Deutsche Bank April 1987 - January 1999
Merrill Lynch April 1984 - March 1987
J.P. Morgan February 1972 - March 1984
Skills
Equities, Capital Markets, Asset Management, Fixed Income, Investments, Financial Markets, Derivatives, Bloomberg, Financial Modeling, Corporate Finance, Hedge Funds
Education
Fordham University
Bachelor's degree, Economics
Fordham University Graduate School of Arts and Sciences
Master of Arts (M.A.), Economics
EY October 2014 - Present
Ernst & Young July 2012 - September 2014
Morgan Stanley July 2006 - June 2010
Lindsay Goldberg & Bessemer 2006 - 2006
J.P. Morgan 2004 - 2004
Skills
Financial Modeling, Financial Services, Financial Advisory, Financial Analysis, Wealth Management, Due Diligence, Valuation, Corporate Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Fordham University 2002 — 2006
Finance
Lowell High School 1998 — 2002
UIBE
J.P. Morgan October 2005 - Present
Credit Suisse January 2000 - September 2005
Education
Fordham University School of Law 1988 — 1992
JD
Ogilvy & Mather May 2014 - Present
J.P. Morgan June 2011 - May 2014
J.P. Morgan June 2010 - August 2010
Cohen & Steers January 2010 - May 2010
UBS September 2009 - December 2009
Merrill Lynch May 2009 - August 2009
Education
Fordham University 2007 — 2011
BS, Business Administration, Finance
J.P. Morgan April 2015 - Present
J.P. Morgan October 2013 - April 2015
Commerzbank AG October 2012 - October 2013
Commerzbank AG October 2011 - October 2012
EY January 2011 - October 2011
Skills
Fixed Income, Prime Brokerage, Bloomberg, Derivatives, Investment Banking, Equities, Hedge Funds, FX Options, Valuation, Middle Office, Credit Derivatives, Trading, Swaps, Capital Markets, Product Control, CDS, Equity Derivatives, Interest Rate..., Securities Lending, Collateral Management, Market Risk, Trading Systems, Bonds, Electronic Trading, Structured Products, Options, Dodd-Frank, Financial Regulation
Education
New York University 2011 — 2013
Master of Science (M.S.), Finance/Management
Fordham University 2007 — 2011
MBA, Finance/Management
U.S. Securities and Exchange Commission September 2014 - Present
US Securities and Exchange Commission May 2013 - August 2013
Financial Industry Regulatory Authority January 2013 - May 2013
Brooklyn Legal Services Corp. A June 2012 - August 2012
J.P. Morgan July 2008 - August 2011
Pricewaterhouse Coopers June 2007 - August 2007
Skills
Hedge Funds, Investment Banking, Options, Fixed Income, Prime Brokerage, Series 7, Capital Markets, Due Diligence, Legal Writing, Alternative Investments, Private Equity, Westlaw, Financial Modeling, Equities, Derivatives, Valuation, Legal Research, Securities, Trading, Bloomberg, Financial Analysis, Corporate Law, Mergers & Acquisitions, FINRA, Securities Regulation, Financial Services, Private Placements, Corporate Governance
Education
Fordham University School of Law
J.D.
Villanova University
B.S., Finance & Accountancy w/ Classical Studies minor, cum laude
J.P. Morgan October 2014 - Present
JPMorgan Chase August 2012 - September 2014
Argus Information and Advisory Services January 2011 - December 2011
Education
Fordham University 2008 — 2012
U.S. Trust Bank of America Private Wealth Management October 2012 - Present
J.P. Morgan March 1988 - January 2010
JPMorgan Chase & Company March 1988 - January 2010
Education
New York State Bankers Association - Trust Investment School
Fordham University 1982 — 1986
BA, Economics
Fordham University
Bachelor of Arts, Economics
Drohan Lee LLP February 2013 - April 2013
H B Webman & Co September 2011 - January 2013
Fordham IP Institute August 2011 - November 2012
J.P. Morgan June 2010 - July 2010
Skills
Art Law, Publishing Law, Copyrights, Entertainment Law, Intellectual Property, Legal Research
Education
Fordham University School of Law 2009 — 2010
LL.M, Intellectual Property and Information Technology Law
School of Visual Arts 1995 — 1996
Master of Fine Arts (MFA) Studies, Photography and Related Media
Universidad Iberoamericana, Ciudad de México 1989 — 1995
Law (JD Equivalent)
J.P. Morgan July 2012 - Present
JP Morgan June 2011 - August 2011
JP Morgan Chase September 2010 - May 2011
Wells Fargo Advisors January 2010 - May 2010
Education
Fordham University 2009 — 2011
Harris Bank August 2006 - Present
J.P. Morgan 1999 - 2006
Bank One 1995 - December 1998
Education
Fresno City College
Business Courses, 3.7
Punjab University, Chnadigarh India
B.S.
J.P. Morgan June 2015 - Present
Diva Delights Deli February 2008 - Present
JPMorgan Chase July 2013 - June 2015
Mary Kay Inc. October 2011 - December 2013
JPMorgan Chase October 2012 - July 2013
InnVite Hospitality October 2011 - September 2012
Chase Suites Hotel February 2009 - October 2011
Battelle March 2006 - January 2009
CWB Property Management October 2004 - July 2006
Janus Hotels & Resorts 2001 - 2004
Skills
Hospitality, Food & Beverage, Hospitality Industry, Hospitality Management, Customer Service, Event Planning, Human Resources, Management, Performance Management, Hotel Management, Event Management, Revenue Analysis, Budgets, Employee Relations, Training, Team Building, Microsoft Office, Meeting Planning, Microsoft Excel
Education
Franklin University
Bachelor, Human Resources and Business Management
New Albany High School
J.P. Morgan 2012 - Present
J.P. Morgan June 2011 - August 2011
Brigade Capital Management November 2010 - April 2011
UBS Wealth Management January 2010 - May 2010
Lincoln Financial Advisors June 2009 - August 2009
Education
Fordham University 2008 — 2012
Bachelor of Science, Finance
BNP Paribas January 2015 - Present
J.P. Morgan November 2013 - January 2015
Standard & Poor's 2010 - 2013
Stanford Group Company 2007 - 2009
Skills
Securities, Equities, Fixed Income, Capital Markets, Series 7, Bloomberg, FINRA, Hedge Funds, Series 63, Risk Management, Market Data, Financial Regulation, Financial Markets, Derivatives, Financial Services, Electronic Trading, Trading, Bonds, Alternative Investments, Options, Corporate Actions, Financial Risk, AML, Investment Banking, Structured Products, Structured Finance, Mutual Funds, Series 24
Education
Fordham University 2005 — 2009
B.S. Finance
J.P. Morgan March 2015 - Present
SunTrust Robinson Humphrey January 2014 - March 2015
Boenning & Scattergood, Inc. May 2012 - December 2013
Skills
Series 7, 63, 86, and 87, Financial Analysis, Financial Modeling, Equity Research, Equity Capital Markets, Bloomberg, Equities, Bloomberg Terminal, Valuation, Series 7
Education
Franklin & Marshall College 2007 — 2011
Government
The Episcopal Academy 2004 — 2007
Maybank Kim Eng Securities July 2014 - Present
Maybank Kim Eng January 2011 - Present
Gilder Gagnon Howe January 2009 - July 2010
J.P. Morgan March 2008 - December 2008
Bear Stearns July 2005 - March 2008
Skills
Equities, Trading, Bloomberg, Hedge Funds, Financial Modeling, Asset Management, Capital Markets, Series 7, Investments, Securities, Portfolio Management, Equity Research, Financial Analysis, Investment Strategies, Options, Investment Management, Economics, Risk Management, Due Diligence, Series 63, series 55, Trading Systems, Electronic Trading, Algorithms, trading technology, Technical Analysis, Commission Management, Emerging Markets
Education
Franklin & Marshall College 2000 — 2004
BA, Government
J.P. Morgan 2004 - Present
Education
Franklin University 2010 — 2011
Wellington Management August 2013 - Present
Wellington Management March 2012 - August 2013
J.P. Morgan January 2008 - March 2012
Fidelity Investments April 2006 - December 2007
Fidelity Investments May 2005 - April 2006
State Street July 1999 - May 2005
Skills
Fund Administration, Financial Reporting, Bloomberg, Mutual Funds, Accounting, Fixed Income, Financial Services, Fund Accounting, Asset Management, Derivatives, Equities, Hedge Funds, Corporate Actions, Investments, Securities, Alternative Investments, Valuation, Portfolio Management, Capital Markets, Cash Management, Private Equity, Investment Management, Financial Risk, Global Custody, Risk Management
Education
Framingham State University 1995 — 1999
bs, Business Administration
Phillip's Pharmacy 2007 - Present
State of Ohio 2014 - 2015
Ohio Public Health Association August 2013 - 2014
Mount Carmel Health System 2013 - 2014
J.P. Morgan October 2000 - March 2013
Columbus Public Health 2012 - 2013
Skills
•Community Education•..., Program Evaluation, Community Outreach, Research / Analysis, Customer Service, Negotiation, Health Promotion, Health Policy, Program Implementation, Strategy Implementation, Business Administration, Cash Management, Account Reconciliation, Strategic Financial..., Fund Accounting, Accounting, Fund Administration, Financial Accounting, Hedge Funds, Managing Database, Finance, Project Planning, Financial Analysis, Financial Reporting
Education
Walden University
Master of Public Health (M.P.H.), Community Health Services/Liaison/Counseling
Franklin University 2000 — 2002
Bachelor of Science (B.S.), Business Administration, Human Resources
Rialto Capital Management June 2015 - Present
Alvarez & Marsal June 2013 - May 2015
Fordham University Student Managed Investment Fund January 2014 - January 2015
J.P. Morgan June 2014 - August 2014
J.P. Morgan November 2012 - November 2012
AXA Advisors March 2012 - August 2012
Moses & Singer LLP June 2009 - August 2012
Fordham University September 2011 - May 2012
U.S. Congressman Frank Pallone Jr. September 2010 - December 2010
Abercrombie & Fitch June 2009 - March 2010
Skills
Analysis, Microsoft Excel, Management, Time Management, Marketing, Investments, Bloomberg Terminal, Business Development, Data Analysis, Finance, Financial Analysis, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Research, Sales, Portfolio Management, Public Speaking, Budgets
Education
Fordham University 2011 — 2015
Finance
J.P. Morgan December 2014 - Present
PNC October 2010 - December 2014
PNC Financial Services September 2007 - August 2010
PNC Financial Services January 2007 - September 2007
Interscope Records June 2007 - August 2007
Skills
Finance, Credit, Investments, Banking, Risk Management, Credit Risk, AML, Macro Analysis, Financial Risk, LexisNexis, OFAC, PowerPoint, Microsoft Office, Microsoft Excel, Deposits, Financial Analysis, Coaching, Team Building, Commercial Lending, Loans, Credit Analysis, Sales, Mortgage Lending, Small Business Lending, Cross Selling, Cash Management, Home Equity Loans, Consumer Lending, Branch Management, Branch Banking, Leadership Development, Access, Commercial Banking, Microsoft Word, Lines Of Credit, Customer Service, Retail Banking
Education
Columbia
Fordham University
J.P. Morgan Portfolio ManagerAllianceBernstein1998 - 2004
BEA Associates 1997 - 1998
Skills
Asset Managment, Hedge Funds, Alternative Investments, Fixed Income, Equities
Education
Fordham University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Ghost Tree Capital, LLC March 2013 - Present
Diamondback Capital August 2008 - December 2012
J.P. Morgan March 2008 - August 2008
Morgan Stanley March 2005 - March 2008
Skills
Trading, Equities, Equity Derivatives, Hedge Funds, Settlement Services, Bloomberg
Education
Fordham University 2002 — 2006
Bachelor of Arts (BA), Economics
Royal Bank of Scotland 2008 - 2011
Royal Bank of Scotland 2008 - 2011
In the financial industry 1983 - 2011
J.P. Morgan October 1981 - October 2001
Skills
Databases
Education
Fordham University 1981 — 1985
Master of Business Administration (MBA), Managment
Fordham University 1973 — 1977
Bachelor of Arts (B.A.), Mathematics
J.P. Morgan 2002 - 2013
Borden Food Innovation Center 1999 - 2002
Education
Franklin University
Citizens Choice Health Plan November 2010 - Present
J.P. Morgan December 2008 - November 2010
CareMore Health Plan September 2004 - July 2007
Skills
Business Analysis
Education
Fremont College 2008 — 2012
Business Administration and Management, General
J.P. Morgan June 2008 - August 2014
Bear Stearns November 2005 - June 2008
Bear Stearns (Blackheath Financial) December 2002 - November 2005
Skills
CMBS, Commercial Real Estate, Securitization, Structured Finance, Banking, Finance, Risk Management, Financial Analysis
Education
Franklin & Marshall College 1998 — 2002
Bachelor of Arts (B.A.), Business Finance / Physics
Accretive Health October 2012 - Present
J.P. Morgan August 2010 - October 2012
J.P. Morgan July 2001 - August 2010
Skills
Investor Relations, Equity Research, Strategy, Crisis Communications, Strategic Communications, Corporate Communications, Strategic Planning, Financial Modeling, Competitive Analysis, Financial Analysis, Corporate Finance, Finance
Education
Franklin & Marshall College 1997 — 2001
Bachelor of Arts (BA), Physics and Business Administration
Premier Academy, Nairobi 1995 — 1997
St. Mary's School, Nairobi 1991 — 1994
J.P. Morgan February 2012 - Present
Education
Fordham University 2000 — 2004
Bachelor's degree, Business Administration and Legal Policy Studies
J.P. Morgan January 2015 - Present
J.P. Morgan June 2012 - December 2014
Skills
Equities, Financial Modeling, Investment Banking, Valuation, Capital Markets, Fixed Income, Bloomberg, Derivatives, Financial Analysis, Investments
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Finance, General