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
Perl Mortgage July 2014 - Present
Lincoln Park Chamber of Commerce 2009 - Present
The Federal Savings Bank April 2011 - July 2014
Homebuilders Association of Greater Chicagoland January 2011 - August 2013
Mortgage Direct, Inc January 2009 - April 2011
University of Chicago Medical Center 2008 - 2009
Fave Media Inc 2006 - 2008
Beacon Legal Finance 2004 - 2006
Bank One 2000 - 2003
J.P. Morgan 1991 - 2000
Skills
Mortgage Lending, Real Estate, Loans, Marketing, Credit, Sales, Loan Origination, Finance, Social Media, refinance, First Time Home Buyers, Single Family Homes, Residential Homes, Mortgage Banking, Residential Mortgages, Banking, Foreclosures, Bankruptcy, Lines Of Credit, Credit Risk, Financial Analysis, Refinance, New Homebuyer, Chicago Mortgage Lending, Chicago Refinance, Home Equity Lines of..., Downpayment Assistance, Credit Repair, Condos, Condominium Mortgage, Securitization, Mortgage-Backed..., Yelp, Sellers, Debt Settlement, MBS, Small Business, Credit Analysis, Fundraising, Real Estate Transactions, Budgets, Financial Services, Investors, Commercial Mortgages, Leadership, Business Planning, Underwriting, Due Diligence, Start-ups, Cash Flow
Education
Georgetown University 1987 — 1991
Bachelor of Science (BS), Foreign Service
St. Johns High School Shrewsbury 1983 — 1987
High School, High School Diploma
J.P. Morgan 2010 - Present
JPMorgan Chase April 2008 - June 2010
PSAV February 2006 - February 2008
Skills
Project Portfolio..., Demand Management, Capacity Planning, Resource Management, Risk Management, Issue Management, Incident Management, Impact Assessment, Executive Reporting, Process Engineering, Agile & Waterfall..., Business Requirements, Sharepoint Design, Electronic Forms, User Experience, System Administration, Event Technology, Media Production, Systems Analysis, PMO, Business Analysis, Agile Methodologies, Banking, Project Management, Requirements Analysis, SDLC, Financial Services, Process Improvement, Requirements Gathering
Education
Full Sail University 2006 — 2007
A.A.S. 2007
J.P. Morgan April 2015 - Present
J.P. Morgan February 2008 - April 2015
J.P. Morgan May 2003 - February 2008
J.P. Morgan July 1998 - May 2003
Education
Harvard Business School 2010 — 2010
General Management Program
Georgetown University 1994 — 1998
BSBA, Finance and Art History
University of Oxford 1994 — 1994
eela solutions May 2015 - Present
J.P. Morgan May 2012 - May 2015
Department of Veterans Affairs February 2009 - May 2012
United States Marine Corps January 1999 - June 2008
Skills
Government, Strategic Communications, Community Outreach, Policy Analysis, Public Policy, Program Management, Legislative Relations, Military, Defense, Public Relations, Leadership, International Relations, Training, Policy, Politics, Media Relations, DoD, Non-profits, Security, Crisis Management, Leadership Development, Federal Government, Public Speaking, Community Development, Public Affairs, Nonprofits, Crisis Communications, Management, Strategic Planning, Strategy
Education
Georgetown University 2009 — 2011
Master of Arts (M.A.), Public Relations & Corporate Communications
Park University 2005 — 2007
Bachelor of Science, Business
Penn State University 1997 — 1999
Undergraduate, Political Science
J.P. Morgan June 2015 - August 2015
Itaú BBA July 2009 - August 2014
Itaú BBA July 2008 - June 2009
Santander Brasil January 2008 - July 2008
RANDON S.A. January 2007 - February 2007
Siemens February 2006 - July 2006
Skills
Investment Banking, IPO, Mergers & Acquisitions, Secondary Offerings, LBO, Capital Structure, Capital Budgeting, Capital Markets, Banking, Financial Markets, Emerging Markets, Fixed Income, Structured Finance, Corporate Finance, Derivatives, Credit Risk, Economics, Accounting, Trade Finance, Loans, Structured Products, Financial Modeling, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Fundação Getulio Vargas 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 8.30/10
The University of Texas at Austin - Red McCombs School of Business 2007 — 2007
Business Administration and Management, General, 3.6 GPA
J.P. Morgan February 2014 - Present
JP Morgan February 2013 - February 2014
J.P. Morgan March 2010 - January 2013
Itaú BBA February 2008 - March 2010
Citibank November 2006 - February 2008
BankBoston June 2003 - November 2006
Direct Talk April 2002 - June 2003
Thinker Sales Marketing (actual Thiene2080) February 2001 - April 2002
Skills
Banking, Cash Management, Corporate Finance, Financial Services, Trade Finance, Investment Banking, Management, Treasury, Treasury Management, Financial Markets, Risk Management, Investments, Capital Markets, Credit, Sales Management, Sales, Commercial Banking, Credit Risk, Liquidity Management, Strategic Planning, Treasury Services, Networking, Financial Risk, Asset Management, Derivatives, Client Relationship..., Building Relationships, Fixed Income, Shared Service Center, Transactional Banking, Foreign Exchange, Clearing Houses, Asset Managment, Global Cash Management, Sales Execution, Latin America, Liquidity Solutions, Connecting People, Team Management, Connectivity Solutions, Global Business..., RFP, Merchant Acquiring, Merchant Services, ERP Software, Connectivity, Escrow, Corporate Governance, Regulatory Compliance, Cyber-security
Education
Fundação Getúlio Vargas
MBA, Business Management
Universidade Presbiteriana Mackenzie 2001 — 2005
Barchelor's Business Management, Administração
Potomac Falls High School 1999 — 2000
Graduation, Exchange Program
Loggi June 2013 - Present
GoJames May 2012 - April 2013
EY October 2010 - December 2011
BNP Paribas August 2009 - September 2010
J.P. Morgan January 2009 - July 2009
Skills
Out Of the Box, Start-ups, Business Strategy, Corporate Finance, Valuation, Entrepreneurship, Lean Growth, Financial Analysis, Marketing online, Business Development, Empreendedorismo, Modelagem financeira, Business Planning, Estratégias de marketing, Planejamento empresarial, Estratégia empresarial
Education
Sciences Po Paris 2004 — 2009
Master's degree in Finance & Strategy
Fundação Getulio Vargas 2007 — 2007
Graduação
J.P. Morgan October 2014 - Present
Goldman Sachs March 2012 - August 2014
US Army December 2002 - April 2014
Skills
SQL, Spotfire, Visual Analytics, Data Analysis, HTML, CSS, JavaScript, Python, Microsoft Office, CrossFit Level I...
Education
Gannon University 1999 — 2002
Bachelor of Science (BS), Science
Bain & Company October 2012 - July 2015
Zearn June 2014 - November 2014
Locality, Inc. July 2012 - September 2012
ff Venture Capital January 2012 - July 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Fox Chase Cancer Center 2006 - 2008
Skills
Start-ups, Data Analysis, Strategy, Consulting, Competitive Analysis, HTML5, CSS3
Education
Georgetown University 2008 — 2011
Bachelor of Science in Foreign Service, International Economics
Citi June 2015 - Present
Bloomberg LP May 2014 - August 2014
Viking Investments Group, Inc. September 2013 - December 2013
Pfizer June 2013 - August 2013
Zolio Inc March 2013 - June 2013
Wesleyan University October 2012 - May 2013
Wesleyan University August 2012 - May 2013
J.P. Morgan January 2013 - January 2013
Wesleyan University September 2012 - December 2012
Allstate July 2011 - September 2011
Skills
Leadership, Teamwork, Microsoft Office, Research, PowerPoint, Customer Service, Editing, Communication, Microsoft Word, Microsoft Excel, Public Speaking, Strategy, Marketing, Bloomberg Terminal
Education
Wesleyan University 2011 — 2015
Bachelor Of Arts, Government, Economics, International Relations
Brooklyn Technical High School 2007 — 2011
Specialized High School Diploma, Law & Society Major, 3.9/4.0
Fudan University
Study Abroad, 3.85/4.00
CHB August 2014 - Present
Bank of America July 2013 - December 2013
J.P. Morgan October 2009 - July 2011
BlackRock January 2007 - September 2007
Skills
Financial Analysis, Microsoft Excel, financial modeling, Valuation, Strategic Planning, Revenue Forecasting, Bloomberg, Budgets, HTML, Negotiation, Accounting, Banking, C++, Risk Management, Financial Modeling
Education
Tulane University 2011 — 2013
Master of Global Management (MGM), Global Management
Tulane University - A.B. Freeman School of Business 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Fu Jen Catholic University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Uber April 2015 - Present
Uber March 2014 - Present
StartOut.org September 2013 - Present
shopkyotofu.com December 2005 - June 2013
ShopKyotofu.com December 2005 - June 2013
J.P. Morgan June 2004 - August 2006
Skills
Strategy, Entrepreneurship, Marketing, Mergers & Acquisitions, Business Strategy, Strategic Partnerships, Sales, Leadership, Marketing Strategy, E-commerce, Management, Sales Management, Strategic Planning, Product Development, Competitive Analysis, Venture Capital, Social Media Marketing, Brand Management, New Business Development, Financial Analysis, Brand Development, Strategic Consulting, Management Consulting, Start-ups
Education
London School of Economics and Political Science 2003 — 2004
Business Administration, Management and Operations
Georgetown University 2000 — 2004
B.S.B.A., McDonough School of Business, Magna Cum Laude
The Head Royce School 1996 — 2000
Summa Cum Laude
J.P. Morgan October 2013 - Present
Boston Golf Club May 2009 - October 2013
Windham Capital Group May 2012 - August 2012
Capital Hedge May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Investments
Education
Georgetown University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Boston College High School 2005 — 2009
IFC - International Finance Corporation December 2013 - Present
IFC - International Finance Corporation September 2010 - January 2014
IFC - International Finance Corporation July 2009 - August 2010
IFC - International Finance Corporation September 2005 - July 2009
IFC - International Finance Corporation January 2002 - September 2005
SUEZ January 1997 - January 2002
EBRD February 1992 - January 1997
J.P. Morgan September 1990 - February 1992
Skills
Change Management, Management, Corporate Finance, Investment Banking, Public Private..., Governance, Portfolio Management, Investments, Risk Management, Public/private..., Project Finance, Due Diligence, Banking, Financial Advisory, Restructuring, Managerial Finance, Mergers & Acquisitions, Emerging Markets, Due diligence
Education
Georgetown University 2012 — 2013
Organizational Consulting and Change Leadership
Harvard University, John F. Kennedy School of Government 2000 — 2000
Infrastructure in a Market Economy
Universite' Libre de Bruxelles 1989 — 1990
Master, European Economy
Università Commerciale 'Luigi Bocconi' / Bocconi University 1984 — 1989
Bachelor / Dottore in, Business Administration
EquityZen July 2015 - Present
Sliced Investing, Inc. September 2014 - June 2015
J.P. Morgan January 2014 - August 2014
J.P. Morgan July 2011 - January 2014
J.P. Morgan July 2008 - July 2011
J.P. Morgan July 2007 - July 2008
Center for Population and Health, Georgetown University September 2004 - March 2007
JPMorgan Chase May 2006 - August 2006
Skills
Hedge Funds, Alternative Investments, Bloomberg, Financial Modeling, Asset Managment, Capital Markets, Financial Analysis, Investments, Private Equity, Investment Management, Venture Capital, Real Estate Private..., Asset Management
Education
Georgetown University 2003 — 2007
Bachelor of Science in Foreign Service, Science, Technology, and International Affairs
Poly Prep Country Day School 1997 — 2003
High School Diploma
Author November 2013 - Present
Information Strategies, Inc. 2009 - 2010
Tangram International Group 2003 - November 2009
Mellon Investor Services 2001 - 2002
TradeOut.com 2000 - 2002
Oracle Corporation 1998 - 2000
Arthur Andersen 1996 - 1998
J.P. Morgan 1992 - 1996
Skills
Leadership, Professional..., Career Development..., Strategy, Cross-functional Team..., Entrepreneurship, Start-ups, Enterprise Software, Program Management, Management, Business Development, Product Management, Management Consulting, Strategic Planning, Business Strategy, Business Analysis, E-commerce, CRM, Business Planning, Professional...
Education
Georgetown University
BS, Finance
J.P. Morgan October 2013 - Present
J.P. Morgan May 2011 - September 2013
Education
Fundação Getulio Vargas 2008 — 2012
Alliance Bernstein 2008 - 2012
Banc of America Securities 2004 - 2008
Sheffield Asset Management June 2003 - August 2003
Stern Stewart 1999 - 2002
Deutsche Bank 1998 - 1999
J.P. Morgan 1995 - 1998
Skills
Financial Modeling, Valuation, Due Diligence, Investments, DCF, Equity Research, Strategy, Analysis, Equities, Hedge Funds, Equity Valuation, Bloomberg, Investor Relations, Emerging Markets, Investment Banking, Finance, Corporate Finance, Capital Markets, Alternative Investments
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA, Finance, Strategy
Fundação Getulio Vargas 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
Parthenon-EY September 2014 - Present
Parthenon-EY June 2013 - August 2013
Takenaka Partners LLC August 2012 - December 2012
J.P. Morgan May 2012 - August 2012
UBS February 2012 - May 2012
Xpert Financial June 2011 - August 2011
Skills
Financial Modeling, Valuation, Data Analysis, PowerPoint, Business Strategy, Microsoft Excel, Economics, Corporate Finance
Education
University of Southern California 2010 — 2014
Undergraduate, Natural Sciences, Business Administration, Economics
Fudan University 2014 — 2014
London School of Economics and Political Science
General Course
Menlo School 2006 — 2010
J.P. Morgan March 2015 - Present
J.P. Morgan July 2013 - Present
Skills
Financial Analysis, Financial Modeling, Bloomberg, Due Diligence, Fund Accounting, Fund Administration, Trade Finance, Hedge Funds, Mutual Funds, Pension Funds
Education
Georgetown University 2006 — 2010
B.A.
St. Peter's Preparatory School
Credit Suisse May 2013 - Present
BTG Pactual February 2011 - April 2013
J.P. Morgan January 2009 - January 2011
VGL Finanças Corporativas January 2008 - January 2009
Skills
Banco de investimento, Corporate Finance, Finanças corporativas, Fusões e aquisições, Mercado de capitais, Mergers, Investment Banking
Education
Universidade de São Paulo / USP 2006 — 2010
Bachelor of Laws (LL.B.)
Fundação Getulio Vargas 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
ChicagoNow of Chicago Tribune Media Group September 2010 - Present
"Hollywood 360" on Fox Radio Chicago March 2009 - April 2011
NBC December 2007 - March 2010
CBS Radio September 2006 - June 2009
J.P. Morgan July 2002 - June 2006
Circle House Recording Studios 2001 - 2001
Skills
Blogging, Entertainment, Video Editing, Television, Press Releases, Social Media Marketing, Radio, Public Relations, Social Networking, Publicity, Music, Sound, Video, Broadcast, Digital Media, Editing
Education
Full Sail University 2000 — 2001
Associate
The University of Memphis 1998 — 2000
Northern Trust May 2013 - Present
JPMorgan Chase, Vice President 2005 - May 2013
J.P. Morgan March 2011 - May 2012
J.P. Morgan August 2001 - June 2005
J.P. Morgan August 2000 - August 2001
J.P. Morgan March 1998 - August 2000
Skills
Securities, Wealth Management, Mutual Funds, Asset Management, Series 7, Equities, Investments, Portfolio Management, Banking, Asset Allocation, Hedge Funds, Financial Advisory, High Net Worth..., Investment Strategies, Finance
Education
George Mason University 1989 — 1994
BS, Law Enforcement
Archmere Academy 1985 — 1989
UCLA
Designation in Personal Financial Planning, Financial Planning and Services
Je T'aime Weddings & Events February 2015 - Present
The Walt Disney Company October 2013 - Present
The Walt Disney Company 2013 - Present
Hyatt Regency Newport January 2014 - September 2014
J.P. Morgan May 2012 - January 2013
J.P. Morgan February 2010 - May 2012
Skills
Always Punctual, Highly detail oriented, Operational Efficiency, Excellent Verbal &..., Strong Partnering &..., Professional, Goal-oriented..., Effective Listening..., Reliable, Highly Organized &..., Proactive self-starter, Leadership, Finance, Customer Service, Banking, Auditing, Event Planning, Event Management, Microsoft Word, Management, Microsoft Office, Hospitality, Communication, Training, Teamwork, Social Networking
Education
Fullerton College 2014 — 2015
Business Administration and Management, General
The Wedding Planning Institute 2014 — 2015
Certified Wedding & Event Planner, Meeting and Event Planning
Scottsdale Community College 2008 — 2010
Biology, General
J.P. Morgan May 2013 - Present
Medici Consulting, Inc. November 2003 - Present
Scotiabank June 2012 - November 2012
RetailMLS, LLC 2012 - 2012
Daily Racing Form 2010 - 2012
Burst Media April 2008 - May 2010
M Saub Enterprises January 2006 - May 2009
Skills
JavaScript, C++, C#, HTML 5, CSS3, Scala, Agile & Waterfall..., Business Strategy, Business Analysis, Business Development, Digital Marketing, Product Development, Business Process..., Web Application Design, Java, Solaris, SQL, Unix, VBA, Testing, Web Development, CSS, Project Management, Front-end, MySQL, Web Analytics, Haskell, Python, Financial Engineering, Mathematical Modeling, XSLT, Programming, Strategy
Education
University of Central Florida 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Full Sail University 2003 — 2005
Digital Art and Design, Web Page, Digital/Multimedia and Information Resources Design
J.P. Morgan Asset Management August 2015 - Present
Fitness Concepts, LLC d/b/a Title Boxing Club Princeton 2012 - Present
Universities and Colleges - Domestic and International 1994 - Present
J.P. Morgan April 2014 - August 2015
Citadel Securities 2009 - 2011
Merrill Lynch 2006 - 2009
Morgan Stanley 2004 - 2006
Ipsos Loyalty 2001 - 2004
Center for Developmental Neuroscience and Developmental Disabilities 1997 - 2001
Skills
Strategy, Leadership, Strategic Planning, Market Research, Management, Team Building, Analytics, Competitive Analysis, Analysis, Marketing, Business Strategy, Financial Analysis, Customer Service, Marketing Strategy, Product Management, Sales Management, Sales, Business Planning, Strategic Partnerships, Business Process..., Start-ups, Project Management, Customer Relations, Recruiting, Talent Management
Education
City University of New York Graduate Center 1994 — 2003
M.A/Ph.D., Psychology, Statistics (Interdisciplinary Concentration: Statistics)
Georgetown University 1986 — 1991
B.A., Psychology, Spanish
J.P. Morgan August 2011 - Present
Merrill Lynch September 2010 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
UBS May 2008 - April 2009
Skills
Portfolio Management, Market Research, Bloomberg, Manage Client..., Social Skills, Microsoft Excel, Mutual Funds
Education
Furman University 2006 — 2010
Bachelor of Arts, Business Administration
duPont Manual High School 2002 — 2006
Math, Science, and Technology Magnet
J.P. Morgan September 2011 - Present
JPMorgan June 2008 - August 2011
Chase June 2006 - May 2008
Franklin Credit Management 2002 - 2005
Education
Furman University
J.P. Morgan August 2015 - Present
Outback Steakhouse January 2014 - April 2015
BLACKFINN September 2013 - March 2014
Butler County, Parks and Recreation, Butler, PA June 2011 - August 2013
Skills
French, German, Study Abroad Programs, Intelligence Analysis, Europe, European Union, Italian, Geoinformatics, Dance, teaching, Communication, Travel, Microsoft Word, Leadership, Customer Service, Microsoft Excel
Education
George Mason University 2010 — 2014
Bachelor of Arts (B.A.), Global Affairs
Butler Senior High School 2006 — 2010
Furman University September 2013 - Present
Furman University September 2013 - Present
J.P. Morgan June 2015 - August 2015
YMCA June 2010 - August 2013
Skills
Java, Public Speaking, PowerPoint, Teaching, Facebook, Fundraising, Leadership, Research, Social Networking, Microsoft Excel, Time Management
Education
Furman University 2013 — 2017
Bachelor of Science (BS), Computer Science
Archer High School 2009 — 2013
High School Diploma
IPG Mediabrands September 2015 - Present
J.P. Morgan April 2014 - September 2015
Thomson Reuters July 2010 - April 2014
Tracked.com April 2008 - June 2010
Fox Business Network May 2000 - March 2008
Island Drafting and Technical Institute May 2004 - September 2006
U.S. News & World Report September 1999 - May 2000
Skills
Agile, Product Management, Product Launch, Photoshop, Visio, Illustrator, Web Design, Analytics, User Experience, Strategy, Mobile Devices, Agile Methodologies, Digital Media, SEO, Digital Strategy, Agile Project Management, Editing, Management, Social Media, Leadership, Content Management, Start-ups, Marketing
Education
Georgetown University 1996 — 2000
BA, Government & English, Cum Laude
The Graduate Center, City University of New York 2001 — 2004
MA, Political Science (American Politics and Public Policy)
Chaminade High School
J.P. Morgan June 2007 - Present
Deutsche Bank June 2006 - August 2006
Skills
Financial Modeling, Leveraged Finance, Capital Structure, Distressed Debt, Portfolio Management, Credit Analysis, Loan Origination, Contract Negotiation, Due Diligence, Credit
Education
Georgetown University
Bachelor of Science (B.S.), Accounting and Finance
Grosse Pointe South High School
FactorFlight September 2014 - Present
Hunt Companies June 2014 - August 2014
Basil Street Management September 2013 - December 2013
J.P. Morgan May 2013 - August 2013
Eastwind Global Partners December 2012 - January 2013
Goldman Sachs May 2012 - August 2012
Georgetown University Student Investment Fund January 2012 - May 2012
Frontier Strategy Group November 2011 - March 2012
Georgetown University Student Investment Fund September 2011 - December 2011
U.S. Chamber of Commerce September 2011 - November 2011
Skills
Bloomberg Terminal, Excel, PowerPoint, Outlook, Spanish, English, French, Chinese, Interest Rate..., Interest Rate Swaps, Interest Rate Hedging, Interest Rate Risk..., Options Strategies, Options, Capital IQ, SNL, Public Speaking, Social Media Marketing, Portfolio Management, Stock Picking, Microsoft Excel, Community Building, Social Justice, Career Counseling, Community Outreach, Leadership, Investment Banking, Economics, Capital Markets, Finance, Emerging Markets
Education
Georgetown University 2010 — 2015
Bachelor of Science, Business Administration - Finance & Accounting, 2014
Minzu University of China 2012 — 2012
Study abroad, Chinese Studies, Junior
Ansonia High School 2006 — 2010
High school diploma, General Studies
The Catholic University of America September 2012 - December 2012
J.P. Morgan June 2012 - August 2012
Aviation Advisor, INC. June 2011 - August 2011
The Catholic University of America January 2010 - May 2011
Skills
Microsoft Excel, Eviews, Microsoft Word, PowerPoint, Access, Data Entry, Operations Management, Research, Critical Thinking, Project Management
Education
The Catholic University of America 2009 — 2013
BSBA, International Economics and Finance
Fudan University 2012 — 2012
Chinese Language and Culture
University of Oxford 2011 — 2011
International Trade/Finance/Econometrics
J.P. Morgan July 2013 - Present
Bank of America Merrill Lynch January 2011 - July 2013
Bank of New York Mellon ConvergEx May 2010 - August 2010
Eisai Inc June 2008 - August 2008
Skills
Time Series Analysis, R, Statistical Modeling, Quantitative Finance, VBA, SAS, Matlab, C++
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2011
Ph.D., Statistics
Rutgers University-New Brunswick 2008 — 2010
Master, Financial Mathematics
Fudan University 2002 — 2006
Bachelor, Mathematics
Rihui Elementary School
J.P. Morgan April 2014 - Present
Hussar & Co. June 2013 - March 2014
Spanish & Portuguese Department of Georgetown University September 2010 - May 2013
S&P Dow Jones Indices May 2012 - August 2012
Compass Partners of Georgetown University October 2010 - October 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Marina Del Rey Caterers June 2007 - August 2011
Skills
Market Research, Microsoft Excel, PowerPoint, Bloomberg Terminal, Thompson One, Financial Analysis, Intermediate Spanish, Microsoft Word
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), American Studies
Fordham Preparatory School 2005 — 2009
J.P. Morgan February 2013 - Present
J.P. Morgan February 2010 - February 2013
J.P. Morgan October 2005 - February 2010
Thomas Balsley Associates September 2001 - February 2005
Skills
Graphic Design, Graphics, Brochures, Publications, Art Direction, Branding & Identity, Corporate Identity, InDesign, User Experience Design, User-centered Design, Interaction Design, Advertising, Illustration, Direct Mail, Newsletters, Posters, QuarkXPress, Print, User Experience
Education
General Assembly
User Experience Design
New York University
Bachelor of Science (B.S.), Graphic Communication
Citi December 2013 - Present
J.P. Morgan January 2011 - December 2013
CQS July 2010 - January 2011
Skills
Market Risk, Openlink, Sql, Python, Excel, VBA, Crystal Reports, Endur, Product Control, Physical Commodities, Natural Gas Trading, Middle Office, Oil/Gas
Education
University of Oklahoma 2005 — 2007
MSc
Fudan University 1998 — 2002
BSc
Chinatrust Commercial Bank August 2011 - July 2012
J.P. Morgan May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Bloomberg, Capital IQ, Macintosh Applications
Education
The University of Texas at Dallas 2012 — 2013
Master's degree, Finance, General
Fu Jen Catholic University 2006 — 2010
Bachelor's degree, Business Administration and Management, General
Tissot Boutique St. Thomas January 2015 - Present
Ballerina Jewelers June 2014 - Present
J.P. Morgan June 2013 - August 2013
Skills
Microsoft Office, JMP, Corporate Finance, Data Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Marketing, Financial Analysis, Leadership, Research, Business Strategy, E-commerce, Retail, Jewelry, Diamonds, Watches
Education
The Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science in Economics, Finance, Management, and Marketing & Operations Management
Gemological Institute of America-New York 2014 — 2014
Graduate Diamonds, Diamonds
Antilles School, St. Thomas 1994 — 2010
Vital Voices Global Partnership September 2015 - Present
U.S. House of Representatives April 2015 - July 2015
J.P. Morgan June 2011 - June 2014
J.P. Morgan October 2009 - June 2011
The U.S. Fund for UNICEF November 2007 - September 2009
Georgetown University September 2006 - May 2007
Global Benefit Associates, LLC (now Arthur J. Gallagher & Co.) June 2006 - August 2006
Permanent Mission of Monaco to the United Nations May 2005 - July 2005
Consulate General of Monaco & Monaco Government Tourist Office June 2004 - August 2004
Education
Georgetown University 2014 — 2016
Masters of Science (M.S.)
Georgetown University 2003 — 2007
Bachelor of Science (B.S.)
Universidad Complutense de Madrid 2006 — 2006
Convent of the Sacred Heart 1990 — 2003
High School Diploma
J.P. Morgan February 2015 - Present
Skills
Fixed Income, Equities, Asset Allocation, Trading, Securities, Back Office, Corporate Finance, Private Banking, Settlement, Emerging Markets, Asset Management
Education
University of Pennsylvania - The Wharton School 2015 — 2015
University of Miami - School of Business 2007 — 2009
MBA
University of Miami 2005 — 2006
Bachelor of Business Administration (B.B.A.)
Fundação Armando Alvares Penteado 2003 — 2005
Bachelor of Business Administration (B.B.A.)
Colegio Santa Cruz 2000 — 2003
High School
Colégio Nossa Senhora do Morumbi
Montrose Advisors, LLC 2013 - Present
Houlihan Lokey 2001 - 2013
ABN AMRO LaSalle Bank 1999 - 2001
J.P. Morgan 1998 - 1998
MRW Enterprises / Mark Warner for Senate 1993 - 1997
Skills
LBO, Private Equity, Valuation, Financial Modeling, Mergers and Acquisitions, Strategic Advisory, Investment Banking, Corporate Finance, Private Placements, Leveraged Finance, Capital Markets, Financial Structuring, Corporate Development, Mentoring, Team Building, Manufacturing, Metals, Divestitures, Business Valuation, Principal Investing, Entrepreneurship, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA, Finance
Georgetown University 1988 — 1992
BA, English, Government
CNBC April 2015 - Present
CNBC February 2015 - April 2015
TheStreet.com August 2014 - February 2015
J.P. Morgan February 2014 - July 2014
J.P. Morgan March 2013 - January 2014
J.P. Morgan September 2011 - February 2013
Georgetown University Alumni & Student Federal Credit Union March 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Corporate Finance
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
National Bureau of Economic Research 2013 - Present
Princeton University September 2012 - Present
FGV 2009 - 2010
J.P. Morgan 2005 - 2007
Skills
Macroeconomics, Public Finance, Econometrics, Economics, Computational Economics, Python, Stata, Matlab, Mechanism Design
Education
Princeton University 2010 — 2016
Doctor of Philosophy (Ph.D.), Economics
Princeton University 2010 — 2012
Master’s Degree, Economics
Fundação Getulio Vargas 2008 — 2010
Master’s Degree, Economics
Universidade de São Paulo 2003 — 2007
Bachelor’s Degree, Economics
J.P. Morgan July 2015 - Present
Nomura Securities June 2011 - Present
RBC Capital Markets 2009 - June 2011
Oppenheimer & Co. 2007 - 2008
CIBC World Markets 2006 - 2007
Bear Stearns 2005 - 2006
PricewaterhouseCoopers 2003 - 2005
Skills
Financial Modeling, Equity Research, Equities, Valuation, Financial Analysis, Investments, Bloomberg, Asset Managment, Capital Markets
Education
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelor of Science in Accountancy, Accounting, Finance, Asian Arts
Fudan University 2002 — 2002
Summer Study, Mandarin Chinese and Chinese History
Universitat de Barcelona 2001 — 2001
Summer Study, Intermediate Spanish
HSBC November 2014 - Present
J.P. Morgan July 2011 - Present
The Elie Wiesel Foundation for Humanity December 2010 - July 2011
Woodrow Wilson International Center for Scholars January 2007 - May 2007
Skills
Research, Spanish, International Relations, Public Policy, Fundraising, PowerPoint, Social Media, Public Speaking, Non-profits, Legal Research, French, Editing, Data Analysis, Event Planning
Education
Loyola University New Orleans College of Law 2007 — 2010
J.D., Common Law, International Law
Georgetown University 2003 — 2007
B.S., Science, Technology & International Affairs - Security Studies
Escola Americana do Rio de Janeiro 1996 — 2003
H.S., International Baccalaureate
GearLaunch 2013 - Present
Mars 2012 - 2013
J.P. Morgan June 2011 - August 2011
Thatcher Spring, Inc. 2005 - 2010
Office of Senate Majority Leader Bill Frist 2004 - 2005
Skills
Project Management, Cross-functional Team..., Competitive Analysis, Retail, Consumer Products, Financial Modeling, Customer Insight, Marketing Strategy, Business Strategy, Strategy, Market Research, Start-ups, Market Analysis, Management Consulting, Analytics, Strategic Planning, Mergers & Acquisitions, Entrepreneurship
Education
UNC Kenan-Flagler Business School
MBA
Georgetown University
BA, English, Spanish
Belmont Hill School
J.P. Morgan August 2014 - Present
Skills
Due Diligence, Financial Analysis, Accounting, Microsoft Excel, Finance, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Valuation
Education
Georgetown University 2008 — 2012
B.S. Business Administration, Accounting, Summa Cum Laude
Saratoga High School
Great West Financial 2014 - Present
J.P. Morgan November 2012 - August 2014
Chase May 2006 - September 2011
TCF Bank April 2005 - May 2006
Skills
Mutual Funds, Series 63, Portfolio Management, Investments, Financial Services, Series 7, Financial Analysis
Education
Front Range Community College
Metropolitan State University of Denver
Heineman Foundation April 2012 - Present
J.P. Morgan July 2013 - December 2013
Slated, Inc. June 2012 - December 2012
Bank of America Merrill Lynch July 2011 - September 2011
Merrill Lynch & Co. January 2009 - June 2011
Merrill Lynch & Co. May 2007 - August 2007
Control Risks Group May 2006 - July 2006
SAIC May 2005 - July 2005
Skills
Investment Banking, Financial Modeling, Strategy, Valuation, Fixed Income, Equities, Bloomberg, Product Management, Financial Analysis, Investments, Research, Alternative Investments, Capital Markets, Corporate Finance, Financial Structuring, Series 7, Series 63
Education
Duke University 2004 — 2008
History & Political Science, Military History & International Relations
General Assembly 2014 — 2014
Product Management Immersive
J.P. Morgan July 2014 - Present
Goldman Sachs June 2013 - August 2013
The Cambridge Strategy June 2012 - August 2012
Education
Georgetown University 2010 — 2014
School of Foreign Service - Bachelor of Science, Cum Laude
St. Andrew's School 2006 — 2010
Magna Cum Laude / Valedictorian
National Taiwan Normal University 2011 — 2011
Mandarin Training Center
J.P. Morgan June 2014 - Present
Georgetown University's McDonough School of Business December 2012 - May 2014
Georgetown University Chess Club September 2012 - January 2014
J.P. Morgan June 2013 - August 2013
Georgetown University Student Investment Fund December 2011 - December 2012
PwC July 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Financial Projection, Financial Analysis, Credit Analysis, Leveraged Lending, Leveraged Finance, Leveraged Buyouts, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Valuation, Investments, Economics, Research, Finance, Data Analysis, Analysis
Education
Georgetown University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Accounting, Magna Cum Laude
University of Oxford 2012 — 2012
The Taft School 2007 — 2010
J.P. Morgan February 2010 - Present
360 Ventures - Graduate Thesis Project January 2009 - June 2009
ProLogis June 2008 - August 2008
Export-Import Bank of the United States July 2006 - August 2007
Taylor Companies DC July 2004 - July 2006
Citigroup July 2001 - July 2004
Skills
Investment Banking, Investments, Emerging Markets, Financial Modeling, Corporate Finance, Credit Analysis, Valuation, Capital Markets, Equities, Financial Analysis, Alternative Investments, Private Equity, Fixed Income, Portfolio Management, Due Diligence, Bloomberg, Hedge Funds, Derivatives, Series 7, Asset Managment, Business Development, Financial Services
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance and strategy
Georgetown University 1997 — 2001
BSLA, French and Business
Kent Denver 1993 — 1997
High School, High School
J.P. Morgan June 2012 - Present
Georgetown University Alumni & Student Federal Credit Union February 2009 - April 2012
J.P. Morgan June 2011 - August 2011
Rolls-Royce August 2010 - March 2011
Rolls-Royce May 2010 - August 2010
Merrill Lynch August 2009 - December 2009
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BSBA, Finance & Management
Georgetown University Study Abroad Program 2009 — 2009
Spanish
Georgetown University
J.P. Morgan Asset Management 2014 - Present
Georgetown University Alumni & Student Federal Credit Union March 2013 - March 2014
J.P. Morgan May 2013 - August 2013
Fortify Ventures February 2013 - May 2013
Georgetown University Alumni & Student Federal Credit Union March 2012 - March 2013
Skills
Microsoft Excel, Social Media, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Advertising, Financial Analysis, Data Analysis
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics; Minors in Computer Science, Business Administration
Two Sigma June 2015 - Present
Harvard University February 2012 - May 2015
Harvard University June 2011 - December 2014
J.P. Morgan February 2014 - May 2014
Skills
Stata, Statistics, R, Quantitative Analytics, Data Analysis, LaTeX, Matlab, Statistical Modeling, Python, Microsoft Office, MapReduce, MPI, GPU, Machine Learning, Mathematical Modeling, Monte Carlo Simulation, Mathematica, Pattern Recognition
Education
Harvard University 2010 — 2015
Doctor of Philosophy (PhD), Statistics
Fudan University 2006 — 2010
Bachelor, Mathematics
INSEAD August 2015 - Present
Symplast July 2014 - Present
Sunair Electronics July 2009 - July 2015
Credit Suisse June 2008 - August 2008
J.P. Morgan June 2007 - August 2007
Georgetown University September 2006 - December 2006
U.S. House of Representatives March 2004 - June 2004
Motorola Solutions June 2002 - August 2002
Education
Georgetown University 2005 — 2009
BSFS, International Economics (Subfield: Finance and Commerce), Cum Laude
INSEAD 2015 — 2016
MBA
Peking University 2006 — 2006
Summer Term, Mandarin Chinese
Phillips Exeter Academy 2001 — 2004
High School Diploma, High Honors All Terms
Pine Crest School 1997 — 2001
High School, Honors All Terms
J.P. Morgan July 2015 - Present
J.P. Morgan March 2012 - July 2015
J.P. Morgan September 2011 - February 2012
J.P. Morgan April 2011 - September 2011
J.P. Morgan September 2010 - March 2011
Oliver Wyman May 2008 - June 2008
Danaher January 2008 - May 2008
Trilogy Capital June 2007 - August 2007
Skills
Financial Services, Business Strategy, Corporate Development, International Capital..., International Banking..., Financial Modeling, Financial Accounting, Competitive Analysis, Business Intelligence, Data Analysis, Relationship Management, Business Writing, Public Speaking, Equity Markets, Fixed Income Markets, Non-profit Program..., Fundraising, Academic Tutoring
Education
Georgetown University 2006 — 2010
BSBA, Accounting, Magna Cum Laude
Cranbrook Kingswood 2002 — 2006
High School
Federal Reserve Board March 2015 - Present
Federal Reserve Board August 2011 - March 2015
J.P. Morgan July 2010 - August 2011
Georgetown University Investment Office January 2008 - May 2010
J.P. Morgan May 2009 - August 2009
Skills
Portfolio Management, Financial Modeling, Economics, Bloomberg, Finance, Valuation, Emerging Markets, Bloomberg Terminal, Spanish, Strategy, Financial Analysis, Financial Risk, Fixed Income, Capital Markets, Stata, Data Analysis, SAS programming, Microsoft SQL Server, Data Science, Analytics, Regression Analysis, Statistics, Analysis, Research
Education
Georgetown University 2006 — 2010
Bachelor of Science in Foreign Service, International Economics, Latin American Studies, magna cum laude
Universidad San Francisco de Quito 2007 — 2007
Spanish
Fair Lawn High School
Fair Lawn High School
Squarepoint Capital December 2014 - Present
Barclays Investment Bank August 2013 - December 2014
J.P. Morgan October 2011 - August 2013
Goldman Sachs December 2010 - September 2011
Barclays Capital August 2010 - November 2010
CAS-MPG Partner Institute for Computational Biology July 2008 - November 2008
Skills
Trading Systems, Quant, FX, Mathematics, Research, Quantitative Finance, Statistical Arbitrage, Derivatives, Monte Carlo Simulation, Stochastic Calculus, Quantitative Analysis, R, Options, Proprietary Trading, Electronic Trading, Financial Modeling, Trading Strategies, Matlab, Statistics, Econometrics, Time Series Analysis, Financial Markets, C++, Financial Engineering, Quantitative Modeling, FX Options, Quantitative Analytics, Equities, Trading, Portfolio Management, Fixed Income, Market Making
Education
University of Oxford 2009 — 2010
Master of Science (with Distinction), Mathematical & Computational Finance
Fudan University 2005 — 2009
Bachelor of Science, Mathematics & Applied Mathematics
The Chinese University of Hong Kong 2007 — 2007
Exchange, Applied Mathematics
Freddie Mac April 2013 - Present
Freddie Mac September 2012 - April 2013
J.P. Morgan April 2011 - August 2012
J.P. Morgan August 2010 - April 2011
JPMorgan Chase November 2009 - October 2010
Ohio University August 2008 - May 2009
Ohio University June 2008 - March 2009
Hilliard Electric June 2003 - August 2005
Skills
Short Sales, Training and Development, Mortgage Servicing, Investor Reporting, Foreclosure processing, Oracle SQL, Analytics, Loan Modifications, Charge Offs, Deed in Lieu, Loss Mitigation, Mortgage Banking, Loan Servicing, Mortgage Lending, Default, Financial Risk, Foreclosures, Banking, Portfolio Management, Underwriting, Access, Management, Credit, Software Documentation, Finance
Education
Ohio University 2005 — 2009
Bachelor of Science, Communication; Organizational CommunicationRelated Area; Human Resources
Georgetown University
Financial Planning and Services
J.P. Morgan October 2014 - July 2015
AT&T July 2012 - September 2014
Commerzbank AG May 2011 - May 2012
GF Capital Management & Advisors, LLC June 2010 - October 2010
Avaya February 2009 - February 2010
K. Hovnanian Homes February 2005 - November 2008
Computer Generated Solutions October 2003 - February 2005
GE Transportation Systems August 2001 - June 2003
Skills
Mergers & Acquisitions, Corporate Development, Financial Modeling, investment banking, Private Equity, Corporate Finance, Finance, Valuation, Financial Analysis, Financial Reporting, Analysis, Strategy, Accounting, Management, Project Management, Strategic Planning, Leadership, Credit Risk
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Banking, Finance, and Accounting, 3.91
Gannon University 2001 — 2003
Master of Science Degree in Computer and Information Science, CIS, 3.97
Université de Technologie de Compiègne 2000 — 2003
Master of Science Degree in MIS, MIS, Minor in Innovation and Global Business Relations
Université Paris Sud (Paris XI) 1999 — 2000
Two-year University Degree in Software Engineering, Software Engineering
J.P. Morgan May 2012 - Present
RBC Capital Markets January 2012 - March 2012
J.P. Morgan October 2011 - January 2012
Skills
Hidden Markov Models, Machine Learning, Data Mining, Pattern Recognition, VBA, Python, Perl, MATLAB, Unix, C++
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2012
Master of Science (MS), Financial Engineering (MFE '12)
Georgia Institute of Technology
Doctor of Philosophy (Ph.D.), Bioinformatics & Computational Biology (PhD)
Fudan University
Bachelor of Science (B.S.), Bioengineering and Biomedical Engineering
TPG Capital August 2013 - Present
J.P. Morgan May 2011 - June 2013
J.P Morgan June 2010 - August 2010
Bank of Communications August 2009 - December 2009
Accenture July 2009 - August 2009
Rice University August 2007 - May 2009
Southwest Research Institute July 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Equities, Corporate Finance, Financial Analysis, Private Equity, Capital Markets, Due Diligence, Valuation, Bloomberg, Hedge Funds, Capital IQ, DCF
Education
Rice University 2007 — 2011
B.A, Mathematical Economic Analysis, Statistics, and Managerial Studies
Fudan University 2009 — 2010
International business
Ingram Services Inc/ Ingram Funeral Home & Cremation Society January 2007 - Present
Ingram Services Inc. January 1999 - Present
school of hard knocks 2006 - 2008
Something worth doing 2005 - 2008
J.P. Morgan 1998 - 2000
Skills
Insurance, Marketing, Management, Sales, Mortuary Science, Strategy, Sales Management, Marketing Strategy, Public Speaking, Event Planning, Strategic Planning, Customer Service, Training, Team Building, Microsoft Office, Leadership
Education
George Mason University 1993 — 1998
Jinfonet Software July 2014 - August 2014
Citi November 2011 - February 2013
Citi August 2007 - November 2011
J.P. Morgan October 2004 - July 2007
Greensward Co. Ltd., May 2004 - September 2004
ITAPPS Limited March 2002 - May 2004
ePRO System (H.K.) Limited July 1999 - July 2000
Skills
SQL, Java, C#, C/C++, JMS, Business Analysis, SDLC, Electronic Trading, Unix/Linux/Windows, Oracle Database, BigData, Low Latency, Equity Derivatives, Market Making, Equities, Shell Scripting, Software Development, Unix, Programming Trading..., Microsoft SQL Server, C++
Education
The George Washington University 2014 — 2015
Master's degree
Frostburg State University 2013 — 2013
The Hong Kong Polytechnic University 2001 — 2006
Software Technology
J.P. Morgan January 2014 - Present
Skills
Equity Capital Markets, Establish & Maintain..., Advising Clients, Presenting to Clients, Financial Analysis, Capital Structure, Team Management, Mentoring, Private Placements, Positioning, Delivering Results, Transaction Experience, Business Development, Private Equity, Investment Banking, Venture Capital, Series 7, Series 63, Hedge Funds, Valuation
Education
Georgetown University - The McDonough School of Business 1998 — 2000
Master of Business Administration (MBA)
Georgetown University 1995 — 2000
BSFS (School of Foreign Service)
Bank of America Merrill Lynch September 2013 - Present
J.P. Morgan July 2011 - September 2013
J.P. Morgan July 2010 - July 2011
JPMorgan March 2008 - July 2010
American Express 2007 - March 2008
American Express July 2005 - December 2006
American Express March 2003 - July 2005
FedEx Corporation July 2002 - February 2003
Goldman Sachs June 2001 - August 2001
FedEx Corporation February 1998 - August 2000
Skills
Corporate Development, Business Management, Cantonese, Mergers, Business Strategy, Competitive Analysis, Strategy, Management, Mergers & Acquisitions, Valuation, Corporate Finance, Investment Banking, Private Equity, Financial Services, Investments, Risk Management, Venture Capital, Financial Modeling, Due Diligence, Portfolio Management, P&L Financial Management, Equities, Business Development, Executive Management, Analytics
Education
Harvard Business School 2000 — 2002
MBA
Fudan University
Bachelor of Science (BS)
University of Alabama
Master's degree
Ralph Lauren 2012 - Present
Maidenform 2010 - 2012
J.P. Morgan 2008 - 2008
FBR 2004 - 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Finance, Capital Markets, Due Diligence, Equities, Investment Banking, Financial Services, Business Development
Education
Georgetown University 2007 — 2009
MBA, Finance
J.P. Morgan 2013 - Present
Enthought May 2011 - April 2013
Bitcrumb 2009 - October 2011
Bloomberg LP May 2007 - August 2010
George Mason University January 2006 - May 2007
Paradox Studios November 2003 - August 2004
Vortexi July 2002 - September 2003
Tata Infotech May 2002 - September 2003
Indian Institute of Technology May 2001 - May 2002
Skills
Software Development, Python, C++, Requirements Analysis, Programming, Databases, Product Management, Software Design, Data Analysis, Project Management, Algorithms, Linux, C, OpenCL, High Performance..., Parallel Computing, Parallel Programming, Optimization, OLAP, Start-ups, Distributed Systems, Consulting, Software Engineering
Education
George Mason University 2005 — 2007
M.S., Computer Science
University of Mumbai 1998 — 2003
B.E., Electronics Engineering
Kendriya Vidyalaya 1994 — 1998
High School
Datta Meghe College of Engineering
Bachelor, Electrical and Electronics Engineering
J.P. Morgan March 2013 - Present
Benchmark Solutions April 2012 - March 2013
Nomura Securities January 2009 - April 2012
UBS Investment Bank March 2005 - January 2009
CSFB 2003 - 2005
Nomura Securities 1995 - 2003
Merrill Lynch 1994 - 1996
National Center for Biotechnology Information 1992 - 1994
Skills
Fixed Income, MBS, Risk Management, Credit Derivatives, Interest Rate..., SQL, Trading Systems, Fixed Income Analysis, Java, Electronic Trading, Options, Scala, Equity Derivatives, Quantitative Finance, Capital Markets, Structured Products, Cassandra, Market Data, Sybase, Front Office Development, Fixed Income Trading
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance, Economics
Georgetown University 1985 — 1989
BS, Mathematics
Heidrick & Struggles April 2014 - Present
Heidrick & Struggles July 2011 - April 2014
J.P. Morgan April 2008 - July 2011
J.P. Morgan September 2007 - April 2008
J.P. Morgan September 2005 - March 2008
Skills
Investment Banking, Mergers & Acquisitions, Portfolio Management, Executive Search, Equities, Leadership, Management, Sales, Asset Managment, Asset Management, Investments, Talent Management, Private Equity, Corporate Finance, Hedge Funds, Talent Acquisition, Change Management, Outsourcing, Loans, Financial Services, Financial Analysis, Finance, Recruiting, Due Diligence, Valuation, Executive Management
Education
The University of Chicago - Booth School of Business 2005 — 2008
MBA, Economics, Managerial and Organizational Behavior
Georgetown University 2001 — 2005
Bachelors of Arts, Government and Spanish
J.P. Morgan July 2007 - Present
J.P. Morgan July 2007 - January 2012
Citi 2002 - 2007
Citi November 1998 - June 2002
Unibanco 1992 - 1998
Skills
Private Wealth..., Financial Planning, Emerging Markets, Mergers, Equities, Valuation, Corporate Finance, Corporate Law, Wealth Transfer Planning, Strategic Financial..., Wealth Management..., Hedge Funds, Wealth, Alternative Investments, Fixed Income, Investment Banking, Capital Markets, Derivatives, Financial Markets, Private Equity, Portfolio Management, Private Banking, Securities, Wealth Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA, Finance
Universidade de São Paulo 1988 — 1992
Bachelor, Corporate Law
Fundação Getulio Vargas 1987 — 1991
Bachelors, Business Administration
Remington Arms October 2013 - Present
J.P. Morgan May 2012 - September 2012
Harvard Business School May 2010 - May 2012
J.P. Morgan June 2011 - August 2011
US Navy May 2003 - April 2010
Skills
Financial Modeling, Leveraged Finance, Valuation, Operational Planning, Military, Corporate Finance, Strategy, Analysis, Security Clearance, Financial Analysis, Strategic Planning, Due Diligence, Business Strategy, Investment Banking
Education
Harvard Business School 2010 — 2012
MBA
Georgetown University 1999 — 2003
BSFS, International Politics
King's College London, U. of London 2002 — 2002
War Studies
Yonsei University 2002 — 2002
Korean, Economics
Loyola Blakefield
J.P. Morgan May 2014 - Present
J.P. Morgan February 2010 - April 2014
J.P. Morgan July 2005 - January 2010
Morgan Stanley 2003 - 2005
PG&E National Energy Group 2001 - 2003
Pace Carbon Fuels 2000 - 2001
American Ref-Fuel 1999 - 2000
Columbia Gulf Transmission 1998 - 1999
Columbia Energy Group June 1997 - July 1998
Education
Georgetown University 1993 — 1997
BS, Finance
Probitas Partners October 2013 - Present
Pierpont Securities 2011 - Present
Merchant Banking 2009 - 2011
HSBC 2004 - 2009
Sterling Grace LLC 2002 - 2004
J.P. Morgan 1998 - 2002
PaineWebber 1997 - 1998
Education
Georgetown University
MBA
Tulane University
Sewickley Academy
Lexmark International, Inc. October 2014 - Present
J.P. Morgan November 2010 - September 2014
NeoGrid April 2006 - November 2010
PVS International March 2005 - March 2006
Benefits Consulting Associates September 2004 - March 2005
Northwestern Mutual August 1999 - September 2004
Skills
SQL, Integration, Enterprise Architecture, Strategic Planning, XML, Web Services, Solution Architecture, Requirements Analysis, Management, Databases, SOA, Agile Methodologies, Business Analysis, Servers, Software Development, Cloud Computing, Troubleshooting, IIS, Microsoft SQL Server, .NET
Education
George Mason University 2006 — 2008
Master of Science (M.S.), MS Telecommunications, 3.77
George Mason University - School of Management 1999 — 2008
MS IT&E, IT & E
George Mason University 1999 — 2004
Bachelor of Applied Science (BASc), major in Information Technology; concentration in Information Security and Network Administration
Bloomberg March 2003 - Present
Goldman Sachs Group 1998 - 2003
J.P. Morgan October 1996 - April 1998
Merrill Lynch 1994 - 1996
Skills
Unix, Solaris, Market Data, Perl, Disaster Recovery, Shell Scripting, Trading Systems, Data Center, Linux, Virtualization, Unix Shell Scripting, Enterprise Architecture
Education
Michigan State University 1990 — 1992
Master's degree, Computer Science
Fudan University 1980 — 1984
Bachelor of Science (BS), Computer Science
Kingdon Capital Management August 2013 - Present
Morgan Stanley 2010 - 2011
J.P. Morgan 2008 - 2010
BP 2006 - 2008
Skills
Hedge Funds, Investment Management, Commodity, Trading, Derivatives, Oil/Gas, Energy, Technology, Consumer, Emerging Markets, Valuation, Equities, Investments, Financial Modeling, Natural Gas, Due Diligence, Structured Products, Private Equity, Alternative Investments, Capital Markets, Fixed Income, Mutual Funds, Options, Equity Research, Commodity Markets, Corporate Finance, Financial Markets, Bloomberg, Investment Banking, Hedging
Education
Harvard Business School
MBA, Business Administration
Fudan University
Bachelor's degree, International Finance
J.P. Morgan September 2014 - Present
NYSE January 2014 - September 2014
NYSE Euronext January 2012 - December 2013
NYSE Euronext June 2009 - December 2011
JPMorgan June 2008 - August 2008
Renaissance Technologies 2006 - 2008
Skills
Equities, Electronic Trading, Trading Systems, Series 7, Data Analysis, Risk Management, Financial Modeling, Series 63, Capital Markets, Bloomberg, VBA, Microsoft Excel, Equity Trading, Trading System, Market Structure, Financial Analysis, Data Modeling, SQL, Excel, Equity Capital Markets, HTML/XML, Thomson One, SDLC, Market Data
Education
New York University - Leonard N. Stern School of Business 2012 — 2015
Master of Business Administration (MBA)
Georgetown University 2006 — 2009
BSBA
Georgetown University - The McDonough School of Business 2006 — 2009
BSBA
Phillips Exeter Academy 2001 — 2005
J.P. Morgan September 2012 - Present
Fator Securities March 2010 - August 2012
Maua Investimentos March 2006 - March 2010
HSBC Investments March 2002 - March 2006
Skills
Hedge Funds..., Alternative Investments, Emerging Markets, Asset Managment, Hedge Funds, Equities, Due Diligence, Investor Relations
Education
New York University 2008 — 2009
Certificate in Portfolio Management, Minor in Fixed Income and Equities
Universidade de São Paulo 2005 — 2007
MBA, Pricing and Risk
Fundação Armando Alvares Penteado 2000 — 2003
BA, Business Administration
Microsoft August 2012 - Present
J.P. Morgan June 2010 - June 2012
J.P. Morgan June 2009 - August 2009
Skills
LBO, Strategic Partnerships, Product Management, Analysis, Project Management, IPO, Marketing Strategy, Entrepreneurship, DCF, Strategic Planning, Forecasting, Marketing, Cross-functional Team..., Business Valuation, Social Media, Data Analysis, Leadership, Mandarin, Microsoft Excel, Strategy, Derivatives, Business Strategy, Financial Reporting, Competitive Analysis, Microsoft Office, Acquisitions, Business Development, SaaS, Equities, Start-ups, Management Consulting
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.S., Business Administration
Fudan University
Economics & Business Program
J.P. Morgan May 2010 - Present
J.P. Morgan July 2007 - May 2010
Lockheed Martin Space Systems Company May 2006 - December 2006
Skills
Spanish, Brazilian Portuguese, Series 7, Series 63, Bloomberg, Microsoft Office, Mac OS X, Management
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance, Spanish
Fundação Getulio Vargas 2006 — 2006
Management, International Management Program
Recommind June 2014 - Present
MuleSoft Inc September 2012 - June 2014
J.P. Morgan July 2007 - August 2012
Stifel Nicolaus June 1998 - June 2005
Skills
Venture Capital, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
University of Chicago 2005 — 2007
MBA, Finance, accounting and organizational behavior
Georgetown University 1994 — 1998
BS, Finance
J.P. Morgan May 2015 - Present
J.P. Morgan April 2014 - May 2015
J.P. Morgan January 2013 - April 2014
Bank of America Merrill Lynch October 2011 - January 2013
Bank of America Merrill Lynch April 2008 - October 2011
Skills
Investment Banking, Accounting, Analysis, Financial Reporting, Strategic Financial..., Building Relationships, Foreign Languages, Financial Accounting, Financial Markets, Budgets, Finance, Forecasting, Business Performance..., Banking Relationships, Business Planning, Interpersonal Skill, Organized Multi-tasker, Corporate Events, Time Management, Flexibility, Organization, Close Attention to..., Purchasing Negotiation, Strategic Negotiations, KPI implementation, Procurement, Process Improvement, Financial Planning, Corporate Finance, Banking
Education
Fundação Getulio Vargas 2012 — 2012
Post Grad, Financial Institutions
Saint Paul Institute 2012 — 2012
Executive Education, Investment Banking
Universidade Paulista 2007 — 2010
Bachelor's degree, Accounting
J.P. Morgan August 2015 - Present
J.P. Morgan August 2013 - August 2015
Morgan Stanley April 2008 - July 2013
eBay January 2006 - April 2008
IBM July 2005 - January 2006
Education
Fudan University 2006 — 2008
Master's degree, Computer Software Engineering
Fudan University 2001 — 2005
Bachelor's degree, Computer Software Engineering
Salomon Smith Barney April 1999 - January 2004
J.P. Morgan January 1990 - March 1999
J.P. Morgan January 1984 - January 1990
Skills
Financial Analysis, Business Analysis, Banking, Finance, Accounting, Leadership, Risk Management, Investments, Business Strategy, Financial Modeling, Financial Services, Management, Portfolio Management, Public Speaking, Asset Management, Capital Markets, Corporate Finance, Equities, Equity Research, Investment Banking
Education
Georgetown University 1979 — 1983
Bachelor of Business Administration (BBA), Business Administration
Fairbridge Capital Markets December 2014 - Present
Hedrick Huxley LLC January 2011 - September 2014
Finacorp Securities December 2010 - June 2011
Jesup & Lamont 2008 - 2009
Blaylock & Partners, L.P. 2004 - 2008
Jackson Securities 1999 - 2004
Artemis Capital Group, Inc. 1996 - 1999
Rauscher Pierce Refnes, Inc. 1994 - 1995
J.P. Morgan 1984 - 1994
Crocker National Bank 1981 - 1984
Skills
Budgets, Fixed Income, Capital Markets, Bonds, Public Finance, Investments, Contract Negotiation, Investment Banking, Securities, Asset Managment, Series 7, New Business Development, Real Estate Development, Valuation, Asset Management, Equities, Structured Finance, Finance, Mergers & Acquisitions, Credit, Alternative Investments, Banking, Project Finance, Financial Services, Hedge Funds, Due Diligence, Loans, Financial Structuring, Private Equity, Portfolio Management, Corporate Finance, Financial Modeling, Trading, Financial Advisory, Structured Products, Bloomberg, Mutual Funds, Series 63, Derivatives, Investor Relations, Investment Strategies, Investment Management, Asset Allocation, Strategic Financial..., Series 24, Financial Markets, Equity Trading, Credit Analysis, Financial Analysis, Securitization
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 1975 — 1976
Worked towards a MPA, Public Administration
George Mason University 1967 — 1971
BA, American History
J.P. Morgan August 2013 - Present
Skills
Graduate Recruitment, Talent Acquisition, Recruiting, Employer Branding, Financial Recruiting, Investment Banking, Capital Markets, Human Resources, Talent Management, Relationship Management, Performance Management, Interviews, University Recruitment..., Program Management, Marketing strategy, Mergers & Acquisitions, LBO, Valuation, Hedge Funds
Education
London School of Economics and Political Science
Master of Science (MSc)
Georgetown University
Bachelor of Arts (BA)
The Madeira School
Great-West Financial September 2014 - Present
J.P. Morgan July 2014 - September 2014
JP Morgan Chase November 2011 - July 2014
JPMorgan Chase May 2010 - November 2011
Black & Veatch February 2006 - February 2009
Regency Painting & Restoration Corporation January 1999 - January 2006
Skills
Account Reconciliation, Auditing, Microsoft Office, Accounting, Financial Reporting, Budgets, Contract Negotiation, Construction, Internal Audit, Access, Business Systems, Data Analysis, Internal Controls, Financial Accounting, General Ledger, Financial Statements, QuickBooks, Accounts Payable, Accounts Receivable, PeopleSoft, Variance Analysis, Cash Flow, Financial Modeling, Microsoft Excel, Cash Management, Tax, Invoicing, Tax Preparation, Spreadsheets, Corporate Tax, Cost Accounting, Accruals, Process Scheduler, Procurement, Lotus Notes, Income Tax, Journal Entries, Financial Audits, Managerial Finance, Analysis
Education
University of Phoenix 2010 — 2011
MS, Accountancy
Friends University 1998 — 1999
BS, Computer Information System in Management
Longview Community College 1996 — 1998
AAS, Accounting
J.P. Morgan August 2013 - Present
J.P. Morgan July 2011 - August 2013
Federal Reserve System July 2008 - June 2011
Skills
Bloomberg, Fixed Income, Financial Modeling, Portfolio Management, Valuation, Statistical Modeling, Trading, VBA, Quantitative Analytics, Capital Markets, Risk Management, R, Microsoft Excel, SAS, Matlab, Data Analysis
Education
George Mason University 2008 — 2010
MS, Statistics
James Madison University 2004 — 2008
BS, Quantitative Finance, Economics, Mathematics Minor
J.P. Morgan 2005 - 2005
Altria 2003 - 2003
Lehman Brothers 2000 - 2003
Education
The George Washington University - School of Business 1997 — 1999
MBA, Finance & Information Systems
George Mason University 1993 — 1996
BS, Management Information Systems/Decision Sciences
J.P. Morgan February 2015 - Present
J.P. Morgan June 2013 - January 2015
J.P. Morgan April 2012 - May 2013
GVcepe - Private Equity and Venture Capital Research Center at FGV/EAESP June 2011 - July 2011
GVcepe - Private Equity and Venture Capital Research Center at FGV/EAESP May 2010 - June 2011
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Private Equity, Emerging Markets, Microsoft Office, Financial Analysis, Capital Markets, Economics, Entrepreneurship, Derivatives, Microsoft Excel, Venture Capital, Investments, Finance
Education
Fundação Getulio Vargas 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
University of Illinois at Chicago 2011 — 2011
Exchange Program, Finance
J.P. Morgan July 2015 - Present
Morgan Stanley June 2012 - July 2015
Industrial Bank Co., Ltd. July 2009 - April 2010
Skills
proficient in..., Matlab and Mathematica, Matlab, Mathematica, C++, LaTeX, Quantitative Finance, C, Java, VBA, R, Financial Markets, Monte Carlo Simulation
Education
University of Pennsylvania 2010 — 2012
master, applied mathematics
Fudan University 2006 — 2010
Bechelor, mathematics
J.P. Morgan January 2013 - Present
Bloomberg 2011 - January 2013
The Kuyasa Fund June 2010 - December 2010
Skills
Derivatives, Equities, Financial Services, Bloomberg, Bloomberg Terminal, Equity Research, Valuation, Financial Modeling, Investment Banking, Financial Analysis, Economics, Research, Fixed Income, Capital Markets, Relationship Management
Education
Georgetown University 2006 — 2010
BA, History
University of Cape Town
History
J.P. Morgan June 2015 - Present
Darden School of Business August 2014 - Present
Bundstone Investment, The Balloch Group April 2014 - July 2014
Deloitte October 2010 - March 2014
Skills
Tax, Corporate Finance, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Modeling, Mandarin, Due Diligence, Accounting, Financial Reporting, Auditing, Financial Analysis, International Tax, Capital Markets, Financial Accounting, Investment Banking
Education
Fudan University 2006 — 2010
Bachelor of Economics
Shanghai High School 2003 — 2006
J.P. Morgan February 2014 - Present
J.P. Morgan June 2012 - February 2014
J.P. Morgan July 2007 - May 2012
Teach for America 2005 - 2007
Skills
Financial Modeling, Investment Banking, Training, Corporate Finance, Capital Markets
Education
University of Pennsylvania 2005 — 2007
MSEd, Urban Education
Georgetown University 2001 — 2005
BA, Economics
J.P. Morgan March 2012 - Present
Morgan Stanley, Smith Barney July 2006 - March 2012
Skills
Core Java, J2EE, Flex, C#, JavaScript, Java Enterprise Edition, Spring, DB2, Hibernate, XML, Web Services, UML, SOAP, Java, JSP, Microsoft SQL Server, Oracle, Maven, Eclipse
Education
Fudan University 2002 — 2006
Bachelor of Science, Software Engineering
Prudential Mortgage Capital Company May 2001 - Present
J.P. Morgan 1996 - 1999
Education
George Mason University
Master of Business Administration (MBA)
J.P. Morgan November 2011 - Present
Barclays Capital June 1994 - November 2011
Education
Georgetown University
BS, Finance
Northern Virginia Community College Director of Marketing and DevelopmentIVNA2003 - 2005
Emergence 2001 - 2003
eduTest 2000 - 2001
ANZ 1995 - 1996
J.P. Morgan 1983 - 1991
Donovan Data Systems 1980 - 1983
Education
Princeton University 1976 — 1980
Bachelor's degree, American History (United States)
George Mason University
M.Ed, ESL- Curriculum and Instruction
Byram Shore Investment Partners March 2015 - Present
Calf Island Conservancy January 2015 - Present
Skidmore College October 2014 - Present
Freedom 3 Capital December 2013 - Present
Amherst Securities Group 1993 - 2012
Credit Suisse 1991 - 1993
Kidder, Peabody 1987 - 1989
J.P. Morgan 1986 - 1987
Skills
Fixed Income, Securities, Financial Analysis, Financial Modeling, Hedge Funds, Series 7, Real Estate Transactions
Education
Wharton School, University of Pennsylvania 1989 — 1991
Master of Business Administration (MBA), Finance, Entrepreneurial Management
Georgetown University 1982 — 1986
Bachelor of Science (BS), Accounting
J.P. Morgan November 2010 - Present
IBM August 1999 - October 2010
Skills
High Performance..., Financial Engineering
Education
Fudan University 1995 — 1998
Master's degree, Computer Science
Univerisity at Albany
Doctor of Philosophy (PhD), Computer Science
Tech for Korea September 2015 - Present
Georgetown Bubble March 2015 - Present
Georgetown University September 2014 - Present
UN Women August 2015 - August 2015
J.P. Morgan June 2015 - July 2015
Food for the Hungry, Inc. November 2011 - May 2013
Embassy of the Republic of Korea December 2012 - January 2013
Education
Georgetown University 2013 — 2017
Science, Technology, and International Affairs
American School of Asunción 2009 — 2013
High School