J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Greg Patterson Greg Patterson's J.P. Morgan Experience June 2012 - June 2014
Job Private Equity Associate at Wind Point Partners
Industry Venture Capital & Private Equity
Experience
Wind Point Partners August 2014 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
RCP Advisors June 2010 - August 2010
Skills
Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Investment Banking, LBO, DCF, Mergers, Mergers & Acquisitions
Education
Georgetown University 2008 — 2012
BA, Political Science, Economics and English
Stockholm University 2010 — 2011
Political Economy
Hinsdale Central High School 2004 — 2008
Wind Point Partners August 2014 - Present
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
RCP Advisors June 2010 - August 2010
Skills
Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Investment Banking, LBO, DCF, Mergers, Mergers & Acquisitions
Education
Georgetown University 2008 — 2012
BA, Political Science, Economics and English
Stockholm University 2010 — 2011
Political Economy
Hinsdale Central High School 2004 — 2008
Jonathon Alexander Jonathon Alexander's J.P. Morgan Experience June 2007 - August 2008
Job Assistant to the Chairman at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. August 2014 - Present
Driehaus Private Equity April 2013 - August 2013
IntraLinks August 2010 - August 2012
Fennebresque & Co. August 2008 - August 2010
J.P. Morgan June 2007 - August 2008
J.P. Morgan June 2006 - August 2006
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Corporate Development, Competitive Analysis, Venture Capital, Strategy, Emerging Markets, Investments, Alternative Investments, Analytics, Business Development, SaaS, Equity Research, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
Georgetown University 2003 — 2007
BSBA, Finance, International Business
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, International Economic Theory and Corporate Finance
Raymond James Financial Inc. August 2014 - Present
Driehaus Private Equity April 2013 - August 2013
IntraLinks August 2010 - August 2012
Fennebresque & Co. August 2008 - August 2010
J.P. Morgan June 2007 - August 2008
J.P. Morgan June 2006 - August 2006
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Corporate Development, Competitive Analysis, Venture Capital, Strategy, Emerging Markets, Investments, Alternative Investments, Analytics, Business Development, SaaS, Equity Research, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
Georgetown University 2003 — 2007
BSBA, Finance, International Business
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, International Economic Theory and Corporate Finance
Maxwell Mortimer Maxwell Mortimer's J.P. Morgan Experience Research AnalystArden Asset ManagementJuly 2012 - August 2012
Job Intern at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Research AnalystArden Asset ManagementJuly 2012 - August 2012
Longbow Capital Partners, L.P. June 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Social Media, Editing, Financial Analysis, Financial Modeling, Bloomberg Terminal, Hedge Funds, Market Research, Analysis, Customer Service
Education
Georgetown University 2010 — 2014
Bachelor of Science (BS), Finance and International Business
The Taft School 2007 — 2010
J.P. Morgan Research AnalystArden Asset ManagementJuly 2012 - August 2012
Longbow Capital Partners, L.P. June 2012 - July 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Public Speaking, Social Media, Editing, Financial Analysis, Financial Modeling, Bloomberg Terminal, Hedge Funds, Market Research, Analysis, Customer Service
Education
Georgetown University 2010 — 2014
Bachelor of Science (BS), Finance and International Business
The Taft School 2007 — 2010
Dan Mason Dan Mason's J.P. Morgan Experience August 2006 - December 2008
Job Vice President of Corporate Development at Pacific Energy Development (PEDEVCO Corp.)
Industry Oil & Energy
Experience
Pacific Energy Development (PEDEVCO Corp.) October 2014 - Present
Triangle Petroleum Corporation July 2013 - September 2014
Alinda Capital Partners LLC January 2009 - June 2011
J.P. Morgan August 2006 - December 2008
Skills
Valuation, Private Equity, Corporate Finance, Financial Modeling, Investment Banking, Due Diligence
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Management
Georgetown University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Pacific Energy Development (PEDEVCO Corp.) October 2014 - Present
Triangle Petroleum Corporation July 2013 - September 2014
Alinda Capital Partners LLC January 2009 - June 2011
J.P. Morgan August 2006 - December 2008
Skills
Valuation, Private Equity, Corporate Finance, Financial Modeling, Investment Banking, Due Diligence
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Management
Georgetown University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Mac Broderick Mac Broderick's J.P. Morgan Experience May 2012 - August 2012
Job Vice President at Parallax Energy
Industry Oil & Energy
Experience
Parallax Energy June 2014 - Present
Triangle Petroleum Corporation June 2013 - September 2013
J.P. Morgan May 2012 - August 2012
Meridian Power June 2011 - October 2011
Independent Consultant January 2009 - June 2010
Third Millennium Sokrat Ukraine Fund August 2008 - January 2009
Jensen Group September 2005 - June 2008
Skills
Russian (fluent),..., Russian, Due Diligence, Spanish, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Global Investment Management
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2011 — 2013
MA, Int'l Economics & Energy, Resources, Environment
Georgetown University 2001 — 2005
BSFS, International History, Russian/East European Studies
Groton School 1997 — 2001
Parallax Energy June 2014 - Present
Triangle Petroleum Corporation June 2013 - September 2013
J.P. Morgan May 2012 - August 2012
Meridian Power June 2011 - October 2011
Independent Consultant January 2009 - June 2010
Third Millennium Sokrat Ukraine Fund August 2008 - January 2009
Jensen Group September 2005 - June 2008
Skills
Russian (fluent),..., Russian, Due Diligence, Spanish, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Global Investment Management
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2011 — 2013
MA, Int'l Economics & Energy, Resources, Environment
Georgetown University 2001 — 2005
BSFS, International History, Russian/East European Studies
Groton School 1997 — 2001
Lewis Fisher Lewis Fisher's J.P. Morgan Experience 2014 - Present
Job Managing Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2014 - Present
HSBC 2010 - 2014
Citigroup 2006 - 2009
Bank of America 1996 - 2006
Bank of America 1992 - 1996
Bank of America 1988 - 1992
Skills
Capital Markets, Fixed Income, Portfolio Management, Corporate Finance, Banking, Structured Finance, Financial Structuring, Management, Credit Analysis, Financial Analysis, Financial Modeling, Equities, Derivatives, Treasury Management, Credit Risk, Private Equity, Hedge Funds, Emerging Markets, Bloomberg, Credit, Valuation, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Finance
Georgetown University 1980 — 1984
BSBA, Finance and International Business
J.P. Morgan 2014 - Present
HSBC 2010 - 2014
Citigroup 2006 - 2009
Bank of America 1996 - 2006
Bank of America 1992 - 1996
Bank of America 1988 - 1992
Skills
Capital Markets, Fixed Income, Portfolio Management, Corporate Finance, Banking, Structured Finance, Financial Structuring, Management, Credit Analysis, Financial Analysis, Financial Modeling, Equities, Derivatives, Treasury Management, Credit Risk, Private Equity, Hedge Funds, Emerging Markets, Bloomberg, Credit, Valuation, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Finance
Georgetown University 1980 — 1984
BSBA, Finance and International Business
Dave Khalsa Dave Khalsa's J.P. Morgan Experience July 2012 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
WorldBridge International December 2006 - August 2010
WorldBridge Connect April 2005 - November 2006
FirstRing, Inc. (Now Firstsource Solutions) July 2001 - October 2001
Pro eSports June 1999 - June 2000
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Venture Capital, Investments, Competitive Analysis, Investment Banking, Market Research, Analysis, Corporate Finance, Financial Analysis, Start-ups, Mergers, Emerging Markets, Business Strategy
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Oregon - Charles H. Lundquist College of Business 2000 — 2004
B.S., Business Administration
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
WorldBridge International December 2006 - August 2010
WorldBridge Connect April 2005 - November 2006
FirstRing, Inc. (Now Firstsource Solutions) July 2001 - October 2001
Pro eSports June 1999 - June 2000
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Venture Capital, Investments, Competitive Analysis, Investment Banking, Market Research, Analysis, Corporate Finance, Financial Analysis, Start-ups, Mergers, Emerging Markets, Business Strategy
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Oregon - Charles H. Lundquist College of Business 2000 — 2004
B.S., Business Administration
Kenneth Neely Kenneth Neely's J.P. Morgan Experience 1997 - 2009
Job Wealth Management Advisor, TIAACREF | Individual Advisory Services
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Wealth Investment Management 2010 - 2014
J.P. Morgan 1997 - 2009
Education
Yale University 1993 — 1997
Bachelor of Arts (BA), Political Science and Government
Georgetown University
Certificate in Financial Planning, expected completion 2014
TIAA-CREF May 2014 - Present
Wealth Investment Management 2010 - 2014
J.P. Morgan 1997 - 2009
Education
Yale University 1993 — 1997
Bachelor of Arts (BA), Political Science and Government
Georgetown University
Certificate in Financial Planning, expected completion 2014
Emily Kiely Emily Kiely's J.P. Morgan Experience August 2003 - July 2005
Job Director, Shopper Insights & Category Management at PepsiCo
Industry Food & Beverages
Experience
PepsiCo July 2011 - Present
PepsiCorps August 2010 - December 2012
PepsiCo May 2010 - July 2011
PepsiCo July 2008 - May 2010
BNP Paribas July 2005 - May 2008
J.P. Morgan August 2003 - July 2005
J.P. Morgan July 2001 - August 2003
Skills
Customer Insight, Strategy, Strategic Planning, Management, Shopper Trends, Business Development, Strategic Insights, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Valuation, Competitive Analysis, Leadership, Consumer Package Goods, Consumer Insight, Cross-functional Team..., Analytical Skills, Finance, Category Insights, Corporate Social..., Presentation Skills, Business Strategy, Financial Analysis, Business Planning, People Development, Project Management, Public Speaking, Segmentation, Business Valuation, Quantitative Research, Market Research, Team Leadership, FMCG, Private Equity, Forecasting
Education
Georgetown University 1997 — 2001
Bachelor of Science (BS), Finance
PepsiCo July 2011 - Present
PepsiCorps August 2010 - December 2012
PepsiCo May 2010 - July 2011
PepsiCo July 2008 - May 2010
BNP Paribas July 2005 - May 2008
J.P. Morgan August 2003 - July 2005
J.P. Morgan July 2001 - August 2003
Skills
Customer Insight, Strategy, Strategic Planning, Management, Shopper Trends, Business Development, Strategic Insights, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Valuation, Competitive Analysis, Leadership, Consumer Package Goods, Consumer Insight, Cross-functional Team..., Analytical Skills, Finance, Category Insights, Corporate Social..., Presentation Skills, Business Strategy, Financial Analysis, Business Planning, People Development, Project Management, Public Speaking, Segmentation, Business Valuation, Quantitative Research, Market Research, Team Leadership, FMCG, Private Equity, Forecasting
Education
Georgetown University 1997 — 2001
Bachelor of Science (BS), Finance
Eric Vorchheimer Eric Vorchheimer's J.P. Morgan Experience June 2013 - August 2013
Job Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi February 2015 - Present
BMO Capital Markets July 2014 - January 2015
VBC Capital, LLC July 2012 - May 2014
Strive For College October 2011 - January 2014
J.P. Morgan June 2013 - August 2013
UBS September 2012 - December 2012
Indego Africa May 2012 - August 2012
Trebizond Investments, LLC May 2011 - July 2012
Ivy Insiders April 2011 - August 2011
Skills
Microsoft Office, Leadership, Financial Analysis, Stock Market, Stock Trading, Stock Picking, Salesforce.com, Investments, Analysis, Research, Portfolio Management, Valuation
Education
Georgetown University - The McDonough School of Business 2010 — 2014
BBA, Finance and International Business
Summit High School
Citi February 2015 - Present
BMO Capital Markets July 2014 - January 2015
VBC Capital, LLC July 2012 - May 2014
Strive For College October 2011 - January 2014
J.P. Morgan June 2013 - August 2013
UBS September 2012 - December 2012
Indego Africa May 2012 - August 2012
Trebizond Investments, LLC May 2011 - July 2012
Ivy Insiders April 2011 - August 2011
Skills
Microsoft Office, Leadership, Financial Analysis, Stock Market, Stock Trading, Stock Picking, Salesforce.com, Investments, Analysis, Research, Portfolio Management, Valuation
Education
Georgetown University - The McDonough School of Business 2010 — 2014
BBA, Finance and International Business
Summit High School
Mitchell Black Mitchell Black's J.P. Morgan Experience June 2014 - August 2014
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
J.P. Morgan June 2014 - August 2014
Georgetown University January 2013 - May 2014
Merrill Lynch June 2013 - August 2013
Accolade Partners June 2013 - August 2013
Cleveland Clinic June 2011 - July 2012
Education
Georgetown University 2011 — 2015
BSFS, International Economics - Magna Cum Laude
University School 2008 — 2011
Morgan Stanley June 2015 - Present
J.P. Morgan June 2014 - August 2014
Georgetown University January 2013 - May 2014
Merrill Lynch June 2013 - August 2013
Accolade Partners June 2013 - August 2013
Cleveland Clinic June 2011 - July 2012
Education
Georgetown University 2011 — 2015
BSFS, International Economics - Magna Cum Laude
University School 2008 — 2011
Katie Brody Katie Brody's J.P. Morgan Experience August 2014 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
ICG Advisors September 2011 - July 2014
Hillstone Restaurant Group February 2011 - April 2011
Goldman Sachs July 2008 - June 2010
World Health Organization January 2008 - May 2008
International Monetary Fund June 2007 - August 2007
Mt. Carmel House January 2007 - August 2007
Education
The Institute of Culinary Education 2010 — 2011
Baking and Pastry Art; Culinary Management
Georgetown University 2004 — 2008
Bachelor of Science (B.S.), School of Nursing and Health Studies; International Health
J.P. Morgan August 2014 - Present
ICG Advisors September 2011 - July 2014
Hillstone Restaurant Group February 2011 - April 2011
Goldman Sachs July 2008 - June 2010
World Health Organization January 2008 - May 2008
International Monetary Fund June 2007 - August 2007
Mt. Carmel House January 2007 - August 2007
Education
The Institute of Culinary Education 2010 — 2011
Baking and Pastry Art; Culinary Management
Georgetown University 2004 — 2008
Bachelor of Science (B.S.), School of Nursing and Health Studies; International Health
Michelle Chang Michelle Chang's J.P. Morgan Experience September 2014 - Present
Job Sales and Trading Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2014 - Present
Hoya Kids Learning Center January 2014 - May 2014
Holy Trinity School Georgetown September 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Georgetown University August 2011 - May 2013
Citi June 2012 - August 2012
American Red Cross September 2011 - December 2011
Xenna Corporation May 2011 - August 2011
Mon Cheri Bridals June 2010 - August 2010
CSOP Asset Management June 2009 - August 2009
Skills
Microsoft Excel, Visual Basic, Bloomberg, Financial Modeling, Financial Markets, Event Planning, Secondary Education, Early Childhood..., Photoshop, InDesign, Illustrator, PowerPoint, Microsoft Word
Education
Georgetown University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.734 GPA (magna cum laude)
West Windsor Plainsboro High School South 2007 — 2010
J.P. Morgan September 2014 - Present
Hoya Kids Learning Center January 2014 - May 2014
Holy Trinity School Georgetown September 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Georgetown University August 2011 - May 2013
Citi June 2012 - August 2012
American Red Cross September 2011 - December 2011
Xenna Corporation May 2011 - August 2011
Mon Cheri Bridals June 2010 - August 2010
CSOP Asset Management June 2009 - August 2009
Skills
Microsoft Excel, Visual Basic, Bloomberg, Financial Modeling, Financial Markets, Event Planning, Secondary Education, Early Childhood..., Photoshop, InDesign, Illustrator, PowerPoint, Microsoft Word
Education
Georgetown University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.734 GPA (magna cum laude)
West Windsor Plainsboro High School South 2007 — 2010
Lim Leigh Lim Leigh's J.P. Morgan Experience July 1995 - June 1998
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2007 - Present
Union Bank April 2003 - April 2007
Bank of America September 2000 - April 2003
J.P. Morgan July 1995 - June 1998
Skills
Investments, Finance, Wealth Transfer Planning, Insurance, Management, Asset Allocation, Marketing, Mutual Funds, Retirement Planning, Securities, Retirement, Fixed Income
Education
Anderson School at UCLA 1998 — 2000
MBA, Marketing
Georgetown University 1991 — 1995
Bachelor's of Science, Finance
Wells Fargo Advisors, LLC April 2007 - Present
Union Bank April 2003 - April 2007
Bank of America September 2000 - April 2003
J.P. Morgan July 1995 - June 1998
Skills
Investments, Finance, Wealth Transfer Planning, Insurance, Management, Asset Allocation, Marketing, Mutual Funds, Retirement Planning, Securities, Retirement, Fixed Income
Education
Anderson School at UCLA 1998 — 2000
MBA, Marketing
Georgetown University 1991 — 1995
Bachelor's of Science, Finance
Jonah Cashdan's J.P. Morgan Experience June 2015 - July 2015
Job Research Assistant at Georgetown Medical Center
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
Georgetown University Medical Center September 2013 - May 2015
Hilltop Consultants, Inc. September 2013 - May 2015
Georgetown University May 2014 - July 2014
Southeast BIO May 2013 - August 2013
Marist School June 2012 - July 2012
Havertys Furniture June 2011 - July 2011
Skills
Neurobiology, Chemistry, Research, Laboratory, Biotechnology Industry, Data Analysis, Strategic Consulting, French
Education
Georgetown University 2013 — 2016
Bachelor of Science (BS), Neurobiology
Marist School 2008 — 2012
High School, General Education
J.P. Morgan June 2015 - July 2015
Georgetown University Medical Center September 2013 - May 2015
Hilltop Consultants, Inc. September 2013 - May 2015
Georgetown University May 2014 - July 2014
Southeast BIO May 2013 - August 2013
Marist School June 2012 - July 2012
Havertys Furniture June 2011 - July 2011
Skills
Neurobiology, Chemistry, Research, Laboratory, Biotechnology Industry, Data Analysis, Strategic Consulting, French
Education
Georgetown University 2013 — 2016
Bachelor of Science (BS), Neurobiology
Marist School 2008 — 2012
High School, General Education
Dylan Dittrich's J.P. Morgan Experience July 2013 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan May 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Blue Sky Sports & Entertainment, LLC May 2011 - August 2011
Education
Georgetown University 2009 — 2013
Bachelor's Degree, Finance and Marketing
Saint John's Preparatory School 2005 — 2009
J.P. Morgan July 2013 - Present
J.P. Morgan May 2012 - August 2012
Merrill Lynch September 2011 - December 2011
Blue Sky Sports & Entertainment, LLC May 2011 - August 2011
Education
Georgetown University 2009 — 2013
Bachelor's Degree, Finance and Marketing
Saint John's Preparatory School 2005 — 2009
Charlotte Dagher's J.P. Morgan Experience June 2015 - August 2015
Job MBA Summer Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan June 2015 - August 2015
Cohen & Steers October 2010 - June 2014
AXA June 2009 - August 2009
Skills
Alternative Investments, Bloomberg, Asset Management, Mutual Funds, Investments, Analysis, Strategy, Equities, Microsoft Excel
Education
University of Virginia Darden School of Business 2014 — 2016
MBA Candidate
Georgetown University - The McDonough School of Business 2006 — 2010
Finance, International Business
University of Oxford
Comparative Strategic Management Program, Comparative Strategic Management and International Finance
J.P. Morgan June 2015 - August 2015
Cohen & Steers October 2010 - June 2014
AXA June 2009 - August 2009
Skills
Alternative Investments, Bloomberg, Asset Management, Mutual Funds, Investments, Analysis, Strategy, Equities, Microsoft Excel
Education
University of Virginia Darden School of Business 2014 — 2016
MBA Candidate
Georgetown University - The McDonough School of Business 2006 — 2010
Finance, International Business
University of Oxford
Comparative Strategic Management Program, Comparative Strategic Management and International Finance
Greg Sperrazza Greg Sperrazza's J.P. Morgan Experience July 2013 - Present
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - July 2013
Massey Quick & Co., LLC May 2009 - August 2009
Skills
Equities, Bloomberg, Financial Modeling, Series 7, Hedge Funds, Equity Research, Fixed Income, Private Equity, Investments, Asset Management, Portfolio Management, Due Diligence, Wealth Management, Electronic Trading, Alternative Investments
Education
Georgetown University 2015 — 2017
Masters (Candidate), Real Estate
Saint Lawrence University 2006 — 2010
Bachelor of Arts (BA), Global Studies
Delbarton School 2000 — 2006
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - July 2013
Massey Quick & Co., LLC May 2009 - August 2009
Skills
Equities, Bloomberg, Financial Modeling, Series 7, Hedge Funds, Equity Research, Fixed Income, Private Equity, Investments, Asset Management, Portfolio Management, Due Diligence, Wealth Management, Electronic Trading, Alternative Investments
Education
Georgetown University 2015 — 2017
Masters (Candidate), Real Estate
Saint Lawrence University 2006 — 2010
Bachelor of Arts (BA), Global Studies
Delbarton School 2000 — 2006
Jill Conklin Jill Conklin's J.P. Morgan Experience July 1985 - July 1988
Job FBP at Target
Industry Retail
Experience
Target February 2008 - November 2013
Target February 2000 - February 2008
Target February 1996 - February 2000
Frank's Nursery and Crafts August 1990 - January 1996
J.P. Morgan July 1985 - July 1988
Skills
Problem Solving, Strategic Planning, Employee Training, Drive Results, Communication, Customer Service, Ideas Development, Leadership Development, Organizational..., Retail, Merchandising, Store Management, Inventory Management, Visual Merchandising, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Leadership, Driving Results, Inventory Control
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 2000
Master of Business Administration (MBA)
Georgetown University 1981 — 1985
BSBA, Finance and International Management
Target February 2008 - November 2013
Target February 2000 - February 2008
Target February 1996 - February 2000
Frank's Nursery and Crafts August 1990 - January 1996
J.P. Morgan July 1985 - July 1988
Skills
Problem Solving, Strategic Planning, Employee Training, Drive Results, Communication, Customer Service, Ideas Development, Leadership Development, Organizational..., Retail, Merchandising, Store Management, Inventory Management, Visual Merchandising, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Leadership, Driving Results, Inventory Control
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1988 — 2000
Master of Business Administration (MBA)
Georgetown University 1981 — 1985
BSBA, Finance and International Management
Jason Kluger Jason Kluger's J.P. Morgan Experience February 2013 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
J.P. Morgan June 2011 - February 2013
Teach for America June 2010 - August 2010
Skills
Series 7, Series 63, Financial Analysis, Financial Services, Asset Allocation, Wealth Management, Capital Markets, Banking, Options, Investment Management, Financial Advisory, Private Banking, CRM, Wealth Management..., Market Research, High Net Worth..., Hedge Funds, Due Diligence, Credit Risk, Asset Management
Education
Georgetown University 2007 — 2011
BS, International Business
The Pingry School 2004 — 2007
J.P. Morgan February 2013 - Present
J.P. Morgan June 2011 - February 2013
Teach for America June 2010 - August 2010
Skills
Series 7, Series 63, Financial Analysis, Financial Services, Asset Allocation, Wealth Management, Capital Markets, Banking, Options, Investment Management, Financial Advisory, Private Banking, CRM, Wealth Management..., Market Research, High Net Worth..., Hedge Funds, Due Diligence, Credit Risk, Asset Management
Education
Georgetown University 2007 — 2011
BS, International Business
The Pingry School 2004 — 2007
Kelsey Skomorowski's J.P. Morgan Experience April 2014 - Present
Job Client Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Barclays July 2012 - April 2014
Georgetown University January 2011 - May 2012
Barclays Capital May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Hartford Hospital June 2008 - August 2010
Merrill Lynch September 2009 - December 2009
Skills
Valuation, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BSBA, Finance & International Business
Loomis Chaffee 2004 — 2008
J.P. Morgan April 2014 - Present
Barclays July 2012 - April 2014
Georgetown University January 2011 - May 2012
Barclays Capital May 2011 - August 2011
Merrill Lynch May 2010 - August 2010
Hartford Hospital June 2008 - August 2010
Merrill Lynch September 2009 - December 2009
Skills
Valuation, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BSBA, Finance & International Business
Loomis Chaffee 2004 — 2008
Timothy Veitch Timothy Veitch's J.P. Morgan Experience December 2014 - Present
Job Analyst at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan December 2014 - Present
J.P. Morgan June 2013 - November 2014
J.P. Morgan June 2012 - August 2012
Covenant House International June 2011 - August 2011
Bentley Microfinance Group August 2008 - March 2010
Skills
Financial Analysis, Financial Modeling, Capital Markets, Valuation, Equities, Fixed Income, Finance, Data Analysis, Equity Research, Investments, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2010 — 2013
BSBA, Finance
J.P. Morgan December 2014 - Present
J.P. Morgan June 2013 - November 2014
J.P. Morgan June 2012 - August 2012
Covenant House International June 2011 - August 2011
Bentley Microfinance Group August 2008 - March 2010
Skills
Financial Analysis, Financial Modeling, Capital Markets, Valuation, Equities, Fixed Income, Finance, Data Analysis, Equity Research, Investments, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2010 — 2013
BSBA, Finance
Patrick Timilty Patrick Timilty's J.P. Morgan Experience 1998 - 2007
Job Associate Director at Babson Capital Management
Industry Accounting
Experience
Babson Capital Management November 2012 - Present
Boston Housing Authority February 2012 - June 2012
Sovereign Bank 2010 - 2010
Marr Companies 2007 - 2010
J.P. Morgan 1998 - 2007
Fidelity Investments 1992 - 1997
Skills
Financial Analysis, Accounting, Financial Reporting, Risk Management, Management Consulting, Due Diligence, Analysis, Strategic Planning, Financial Modeling, Corporate Finance, Project Management, Government, Policy, Microsoft Excel, Mergers, Budget, Forecasting, Finance, Business Development, Non-profits, Financial Accounting, Auditing, Internal Controls, Internal Audit, Management, Sarbanes-Oxley Act, Process Improvement, Business Process..., Microsoft Office, Public Speaking, Accounts Payable, Data Analysis, Asset Managment, Banking, Corporate Tax, Managerial Finance, Mergers & Acquisitions, Negotiation, Strategic Financial..., Financial Statements, Fixed Assets
Education
Georgetown University 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Boston College High School 1982 — 1986
Babson Capital Management November 2012 - Present
Boston Housing Authority February 2012 - June 2012
Sovereign Bank 2010 - 2010
Marr Companies 2007 - 2010
J.P. Morgan 1998 - 2007
Fidelity Investments 1992 - 1997
Skills
Financial Analysis, Accounting, Financial Reporting, Risk Management, Management Consulting, Due Diligence, Analysis, Strategic Planning, Financial Modeling, Corporate Finance, Project Management, Government, Policy, Microsoft Excel, Mergers, Budget, Forecasting, Finance, Business Development, Non-profits, Financial Accounting, Auditing, Internal Controls, Internal Audit, Management, Sarbanes-Oxley Act, Process Improvement, Business Process..., Microsoft Office, Public Speaking, Accounts Payable, Data Analysis, Asset Managment, Banking, Corporate Tax, Managerial Finance, Mergers & Acquisitions, Negotiation, Strategic Financial..., Financial Statements, Fixed Assets
Education
Georgetown University 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Boston College High School 1982 — 1986
Gabrielle Fares Gabrielle Fares's J.P. Morgan Experience July 2013 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Georgetown University Alumni & Student Federal Credit Union January 2010 - Present
Merrill Lynch July 2011 - January 2012
Christie's 2012 - 2012
Education
Georgetown University 2009 — 2013
Bachelor of Arts, Government
J.P. Morgan July 2013 - Present
Georgetown University Alumni & Student Federal Credit Union January 2010 - Present
Merrill Lynch July 2011 - January 2012
Christie's 2012 - 2012
Education
Georgetown University 2009 — 2013
Bachelor of Arts, Government
Elizabeth Caldwell Elizabeth Caldwell's J.P. Morgan Experience May 2000 - December 2010
Job Human Resources Manager
Industry Human Resources
Experience
EC Consulting January 2011 - Present
J.P. Morgan May 2000 - December 2010
Morgan Stanley 1998 - 2000
Morgan Stanley 1998 - 2000
Kwasha Lipton August 1986 - March 1995
Ernst & Young August 1981 - August 1986
Skills
Employee Relations, Talent Management, Talent Acquisition, Performance Management, Succession Planning, Onboarding, Employee Engagement, Human Resources, Recruiting, Executive Search, Applicant Tracking..., Deferred Compensation, Technical Recruiting, HR Consulting, Organizational Design, Organizational..., Strategy, Employee Benefits, Management, Workforce Planning, Personnel Management, Executive Coaching, Leadership, Consulting
Education
LeMoyne College 1979 — 1986
BS, Industrial Relations
Georgetown University
Economics
EC Consulting January 2011 - Present
J.P. Morgan May 2000 - December 2010
Morgan Stanley 1998 - 2000
Morgan Stanley 1998 - 2000
Kwasha Lipton August 1986 - March 1995
Ernst & Young August 1981 - August 1986
Skills
Employee Relations, Talent Management, Talent Acquisition, Performance Management, Succession Planning, Onboarding, Employee Engagement, Human Resources, Recruiting, Executive Search, Applicant Tracking..., Deferred Compensation, Technical Recruiting, HR Consulting, Organizational Design, Organizational..., Strategy, Employee Benefits, Management, Workforce Planning, Personnel Management, Executive Coaching, Leadership, Consulting
Education
LeMoyne College 1979 — 1986
BS, Industrial Relations
Georgetown University
Economics
Stewart Oldfield, CFA, CAIA Stewart Oldfield, CFA, CAIA's J.P. Morgan Experience July 1998 - May 2002
Job Director at Deutsche Bank Asset & Wealth Management
Industry Banking
Experience
Deutsche Bank October 2014 - Present
Credit Suisse May 2002 - September 2014
J.P. Morgan July 1998 - May 2002
Skills
Derivatives, Structured Products, Equities, Fixed Income, Capital Markets, Hedge Funds, Fund Of Funds, Liquid Alternatives, Quantitative Investing, Private Banking
Education
Georgetown University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Phillips Exeter Academy 1993 — 1994
Deutsche Bank October 2014 - Present
Credit Suisse May 2002 - September 2014
J.P. Morgan July 1998 - May 2002
Skills
Derivatives, Structured Products, Equities, Fixed Income, Capital Markets, Hedge Funds, Fund Of Funds, Liquid Alternatives, Quantitative Investing, Private Banking
Education
Georgetown University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Phillips Exeter Academy 1993 — 1994
Ishita Bali Ishita Bali's J.P. Morgan Experience June 2011 - June 2013
Job MBA Candidate at Harvard Business School
Industry Apparel & Fashion
Experience
Bonobos July 2013 - June 2015
J.P. Morgan June 2011 - June 2013
Hoya Kids Learning Center January 2009 - May 2011
J.P. Morgan June 2010 - August 2010
French Institute Alliance Francaise June 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Retail, Strategy, Real Estate
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Georgetown University 2007 — 2011
BA, Economics
L'Institut de Touraine 2009 — 2009
French
The Pingry School 2001 — 2007
Bonobos July 2013 - June 2015
J.P. Morgan June 2011 - June 2013
Hoya Kids Learning Center January 2009 - May 2011
J.P. Morgan June 2010 - August 2010
French Institute Alliance Francaise June 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Retail, Strategy, Real Estate
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Georgetown University 2007 — 2011
BA, Economics
L'Institut de Touraine 2009 — 2009
French
The Pingry School 2001 — 2007
Jessica Yoo Jessica Yoo's J.P. Morgan Experience August 2013 - June 2015
Job Private Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank June 2015 - Present
J.P. Morgan August 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Deutsche Asset Management August 2008 - June 2011
Skills
Series 7 & 63
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance & Management
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA, Finance & International Business, English
The Episcopal Academy 2000 — 2004
Citi Private Bank June 2015 - Present
J.P. Morgan August 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Deutsche Asset Management August 2008 - June 2011
Skills
Series 7 & 63
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance & Management
Georgetown University - The McDonough School of Business 2004 — 2008
BSBA, Finance & International Business, English
The Episcopal Academy 2000 — 2004
Frank Kanekoa Frank Kanekoa's J.P. Morgan Experience January 2010 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2010 - Present
Education
Georgetown University - The McDonough School of Business
Finance and International Business
J.P. Morgan January 2010 - Present
Education
Georgetown University - The McDonough School of Business
Finance and International Business
Jon Josephs Jon Josephs's J.P. Morgan Experience July 2003 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2003 - Present
Internet Capital Group March 2000 - July 2001
Arthur Andersen August 1995 - March 2000
Education
Georgetown University - The McDonough School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
Villanova University
Bachelor of Science (B.S.), Accounting
J.P. Morgan July 2003 - Present
Internet Capital Group March 2000 - July 2001
Arthur Andersen August 1995 - March 2000
Education
Georgetown University - The McDonough School of Business 2001 — 2003
Master of Business Administration (M.B.A.)
Villanova University
Bachelor of Science (B.S.), Accounting
Natalie Garcia Natalie Garcia's J.P. Morgan Experience 2004 - 2007
Job Vice President at Deerpath Capital Management, LP
Industry Financial Services
Experience
Deerpath Capital Management, LP July 2015 - Present
Baptist Health South Florida located in Miami, Florida May 2013 - June 2015
Palladium Equity Partners August 2011 - April 2013
Macquarie Bank June 2010 - August 2010
Macquarie Bank 2010 - 2010
JPMorgan November 2006 - June 2009
J.P. Morgan 2004 - 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Mergers, Financial Analysis, Investments, LBO, Due Diligence, Emerging Markets, Corporate Development, Business Strategy, Deal Sourcing
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Management
Georgetown University 2000 — 2004
BS, Finance and International Business
Ransom Everglades
Deerpath Capital Management, LP July 2015 - Present
Baptist Health South Florida located in Miami, Florida May 2013 - June 2015
Palladium Equity Partners August 2011 - April 2013
Macquarie Bank June 2010 - August 2010
Macquarie Bank 2010 - 2010
JPMorgan November 2006 - June 2009
J.P. Morgan 2004 - 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Mergers, Financial Analysis, Investments, LBO, Due Diligence, Emerging Markets, Corporate Development, Business Strategy, Deal Sourcing
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Management
Georgetown University 2000 — 2004
BS, Finance and International Business
Ransom Everglades
Karin (Ross) Fronczke Karin (Ross) Fronczke's J.P. Morgan Experience June 2004 - Present
Job Executive Director, Investment Banking at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2004 - Present
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
Bachelor's degree, Finance & International Business
J.P. Morgan June 2004 - Present
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
Bachelor's degree, Finance & International Business
Timothy Olson, CAIA's J.P. Morgan Experience July 2010 - November 2013
Job Alternative Investments Sales Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
J.P. Morgan July 2010 - November 2013
GUASFCU August 2007 - September 2009
Citigroup June 2009 - August 2009
Skills
Business Strategy, Derivatives, Sales Management, Financial Modeling, Valuation, Investments, FX Options, Management, Alternative Investments, Bloomberg, Financial Analysis, Investment Banking, Portfolio Management, Series 63, Investment Management, Equities, Finance
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Business Adminstration, Finance, International Business
The Chinese University of Hong Kong 2008 — 2008
CFA Institute
Merrill Lynch November 2013 - Present
J.P. Morgan July 2010 - November 2013
GUASFCU August 2007 - September 2009
Citigroup June 2009 - August 2009
Skills
Business Strategy, Derivatives, Sales Management, Financial Modeling, Valuation, Investments, FX Options, Management, Alternative Investments, Bloomberg, Financial Analysis, Investment Banking, Portfolio Management, Series 63, Investment Management, Equities, Finance
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Business Adminstration, Finance, International Business
The Chinese University of Hong Kong 2008 — 2008
CFA Institute
Lia Wayman's J.P. Morgan Experience February 2013 - August 2014
Job Senior Financial Analyst, EnerNOC
Industry Financial Services
Experience
EnerNOC September 2014 - Present
J.P. Morgan February 2013 - August 2014
Deutsche Bank July 2011 - February 2013
Merrill Lynch January 2008 - May 2010
Georgetown University Alumni & Student Federal Credit Union September 2007 - May 2010
Shop For You, LLC May 2008 - August 2008
Skills
Bloomberg, Capital Markets, Corporate Finance, Equities, Financial Modeling, Fixed Income, Valuation, Investment Banking
Education
Georgetown University 2007 — 2011
BS, Accounting, Finance
Georgetown University
EnerNOC September 2014 - Present
J.P. Morgan February 2013 - August 2014
Deutsche Bank July 2011 - February 2013
Merrill Lynch January 2008 - May 2010
Georgetown University Alumni & Student Federal Credit Union September 2007 - May 2010
Shop For You, LLC May 2008 - August 2008
Skills
Bloomberg, Capital Markets, Corporate Finance, Equities, Financial Modeling, Fixed Income, Valuation, Investment Banking
Education
Georgetown University 2007 — 2011
BS, Accounting, Finance
Georgetown University
Daniel Kupratis Daniel Kupratis's J.P. Morgan Experience June 2013 - Present
Job Prime Services Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2013 - Present
Credit Suisse June 2008 - May 2013
Students of Georgetown, Inc. August 2006 - May 2008
Skills
Corporate Finance, Investment Banking, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Structured Products, Alternative Investments, Investments, Bloomberg Terminal, Securities, Structured Finance, Bonds, Financial Markets
Education
Georgetown University
Bachelor of Science (BS), Accounting and Finance
Georgetown University - The McDonough School of Business
BSBA, Accounting, Finance
J.P. Morgan June 2013 - Present
Credit Suisse June 2008 - May 2013
Students of Georgetown, Inc. August 2006 - May 2008
Skills
Corporate Finance, Investment Banking, Fixed Income, Capital Markets, Derivatives, Hedge Funds, Structured Products, Alternative Investments, Investments, Bloomberg Terminal, Securities, Structured Finance, Bonds, Financial Markets
Education
Georgetown University
Bachelor of Science (BS), Accounting and Finance
Georgetown University - The McDonough School of Business
BSBA, Accounting, Finance
Sarah Gratwick Sarah Gratwick's J.P. Morgan Experience 2011 - June 2014
Job Client Portfolio Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2014 - Present
J.P. Morgan 2011 - June 2014
Skills
Equities, Financial Analysis
Education
Georgetown University 2007 — 2011
B.A., Economics
J.P. Morgan Asset Management June 2014 - Present
J.P. Morgan 2011 - June 2014
Skills
Equities, Financial Analysis
Education
Georgetown University 2007 — 2011
B.A., Economics
Elsa Hines Elsa Hines's J.P. Morgan Experience June 2010 - June 2012
Job Vice President Research & Portfolio Management at Stelac Advisory Services LLC
Industry Financial Services
Experience
Stelac Advisory Services LLC July 2012 - Present
J.P. Morgan June 2010 - June 2012
Skills
Portfolio Management, Equities, Equity Research, Capital Markets, Valuation, Bloomberg
Education
Georgetown University 2007 — 2010
Bachelor of Science (BS), Finance & International Business
The George Washington University 2006 — 2007
Stelac Advisory Services LLC July 2012 - Present
J.P. Morgan June 2010 - June 2012
Skills
Portfolio Management, Equities, Equity Research, Capital Markets, Valuation, Bloomberg
Education
Georgetown University 2007 — 2010
Bachelor of Science (BS), Finance & International Business
The George Washington University 2006 — 2007
Helen Li's J.P. Morgan Experience June 2015 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - Present
Millennial Marketing Partners August 2012 - June 2013
City of Houston May 2012 - July 2012
Education
Georgetown University 2011 — 2015
Bachelor of Science (B.S.), Finance and International Business
Universidad Pontificia de Comillas 2013 — 2013
Finance, Economics
University of Oxford 2013 — 2013
St. Agnes Academy 2007 — 2011
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - Present
Millennial Marketing Partners August 2012 - June 2013
City of Houston May 2012 - July 2012
Education
Georgetown University 2011 — 2015
Bachelor of Science (B.S.), Finance and International Business
Universidad Pontificia de Comillas 2013 — 2013
Finance, Economics
University of Oxford 2013 — 2013
St. Agnes Academy 2007 — 2011
Gustavo Llorente Gustavo Llorente's J.P. Morgan Experience August 2014 - Present
Job Investor Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
Andina Capital Inc. December 2010 - February 2012
Andina Capital Inc. January 2010 - December 2010
Equitas Casa de Bolsa September 2008 - January 2010
Bestinvest Casa de Bolsa February 2007 - April 2007
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Universidad Metropolitana (VE) 2007 — 2008
Diploma Certificate, Financial Engineering, 3.52
Universidad Metropolitana (VE) 2003 — 2008
Bachelor of Business Administration (B.B.A.), Banking and Finance
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
Andina Capital Inc. December 2010 - February 2012
Andina Capital Inc. January 2010 - December 2010
Equitas Casa de Bolsa September 2008 - January 2010
Bestinvest Casa de Bolsa February 2007 - April 2007
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Universidad Metropolitana (VE) 2007 — 2008
Diploma Certificate, Financial Engineering, 3.52
Universidad Metropolitana (VE) 2003 — 2008
Bachelor of Business Administration (B.B.A.), Banking and Finance
Halley Cunn Halley Cunn's J.P. Morgan Experience June 2013 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Georgetown University September 2009 - May 2013
Georgetown University Alumni & Student Federal Credit Union January 2010 - March 2013
Georgetown University Alumni & Student Federal Credit Union September 2009 - March 2013
J.P. Morgan June 2012 - August 2012
Greenwich Associates May 2011 - August 2011
Lord & Taylor May 2010 - August 2010
UBS Investment Bank May 2008 - August 2008
Skills
Microsoft
Education
Georgetown University 2009 — 2013
Bachelor of Science, Finance & International Business
Danish Institute for Study Abroad 2011 — 2011
J.P. Morgan June 2013 - Present
Georgetown University September 2009 - May 2013
Georgetown University Alumni & Student Federal Credit Union January 2010 - March 2013
Georgetown University Alumni & Student Federal Credit Union September 2009 - March 2013
J.P. Morgan June 2012 - August 2012
Greenwich Associates May 2011 - August 2011
Lord & Taylor May 2010 - August 2010
UBS Investment Bank May 2008 - August 2008
Skills
Microsoft
Education
Georgetown University 2009 — 2013
Bachelor of Science, Finance & International Business
Danish Institute for Study Abroad 2011 — 2011
Robert Doherty Robert Doherty's J.P. Morgan Experience April 2007 - July 2009
Job Chief Financial Officer at Ensyn
Industry Renewables & Environment
Experience
Ensyn May 2013 - Present
Renova Capital Partners January 2010 - Present
J.P. Morgan April 2007 - July 2009
UBS Investment Bank January 2002 - March 2008
Merrill Lynch July 1988 - December 2001
Skills
Renewable Energy, Management, Financial Modeling, Strategic Planning, Due Diligence, Capital Markets, Mergers & Acquisitions, Finance, Private Equity, Business Strategy
Education
University of Chicago Graduate School of Business 1986 — 1988
MBA, Finance
Georgetown University 1982 — 1986
BSFS, International Politics
Ensyn May 2013 - Present
Renova Capital Partners January 2010 - Present
J.P. Morgan April 2007 - July 2009
UBS Investment Bank January 2002 - March 2008
Merrill Lynch July 1988 - December 2001
Skills
Renewable Energy, Management, Financial Modeling, Strategic Planning, Due Diligence, Capital Markets, Mergers & Acquisitions, Finance, Private Equity, Business Strategy
Education
University of Chicago Graduate School of Business 1986 — 1988
MBA, Finance
Georgetown University 1982 — 1986
BSFS, International Politics
Jyldyz Wood Jyldyz Wood's J.P. Morgan Experience September 2010 - January 2013
Job
Industry Financial Services
Experience
Wells Fargo 2012 - Present
J.P. Morgan September 2010 - January 2013
ICMA Centre, Henley Business School 2009 - 2010
Merrill Lynch 2006 - 2007
Taylor DeJongh 2005 - 2006
The World Bank 2002 - 2005
Skills
Market Risk, FX Options, Commodity, Private Banking, Project Finance, Derivatives, Credit Risk, Financial Modeling, Portfolio Management, Investments, Fixed Income, Hedge Funds, Finance, Bloomberg, Risk Management
Education
The University of Reading 2009 — 2010
MSc in Financial Risk Management
Georgetown University 2000 — 2003
BSc in Foreign Service
Wells Fargo 2012 - Present
J.P. Morgan September 2010 - January 2013
ICMA Centre, Henley Business School 2009 - 2010
Merrill Lynch 2006 - 2007
Taylor DeJongh 2005 - 2006
The World Bank 2002 - 2005
Skills
Market Risk, FX Options, Commodity, Private Banking, Project Finance, Derivatives, Credit Risk, Financial Modeling, Portfolio Management, Investments, Fixed Income, Hedge Funds, Finance, Bloomberg, Risk Management
Education
The University of Reading 2009 — 2010
MSc in Financial Risk Management
Georgetown University 2000 — 2003
BSc in Foreign Service
Elizabeth Blazey Elizabeth Blazey's J.P. Morgan Experience July 2013 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
CBS News January 2012 - June 2012
Bank of America Merrill Lynch June 2011 - August 2011
U.S. Department of State September 2010 - December 2010
U.S. Department of State June 2010 - August 2010
U.S. Department of State September 2009 - May 2010
U.S. House of Representatives June 2009 - August 2009
Education
Georgetown University 2011 — 2013
Master of Science in Foreign Service, International Commerce and Business
Georgetown University 2007 — 2013
Bachelor of Science in Foreign Service, International Politics
Universidad San Francisco de Quito 2008 — 2008
Nature and Culture Intensive Summer Program
Radnor High School 2003 — 2007
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
CBS News January 2012 - June 2012
Bank of America Merrill Lynch June 2011 - August 2011
U.S. Department of State September 2010 - December 2010
U.S. Department of State June 2010 - August 2010
U.S. Department of State September 2009 - May 2010
U.S. House of Representatives June 2009 - August 2009
Education
Georgetown University 2011 — 2013
Master of Science in Foreign Service, International Commerce and Business
Georgetown University 2007 — 2013
Bachelor of Science in Foreign Service, International Politics
Universidad San Francisco de Quito 2008 — 2008
Nature and Culture Intensive Summer Program
Radnor High School 2003 — 2007
Rory Kenny Rory Kenny's J.P. Morgan Experience July 2010 - March 2014
Job
Industry
Experience
Shore Capital Partners April 2014 - Present
J.P. Morgan July 2010 - March 2014
The White House June 2009 - August 2009
Education
Georgetown University 2006 — 2010
Bachelor's Degree, Government / Spanish / Finance
Shore Capital Partners April 2014 - Present
J.P. Morgan July 2010 - March 2014
The White House June 2009 - August 2009
Education
Georgetown University 2006 — 2010
Bachelor's Degree, Government / Spanish / Finance
Gordon Peeler Gordon Peeler's J.P. Morgan Experience June 2011 - August 2011
Job Economic Consultant at Deloitte
Industry Financial Services
Experience
Deloitte June 2012 - Present
J.P. Morgan June 2011 - August 2011
Ament Trading November 2010 - December 2010
Education
Georgetown University 2008 — 2012
Georgetown University Quito & University of New South Wales 2010 — 2011
Study Abroad
The Pingry School 2004 — 2008
Highschool
Deloitte June 2012 - Present
J.P. Morgan June 2011 - August 2011
Ament Trading November 2010 - December 2010
Education
Georgetown University 2008 — 2012
Georgetown University Quito & University of New South Wales 2010 — 2011
Study Abroad
The Pingry School 2004 — 2008
Highschool
Danielle Dhillon's J.P. Morgan Experience July 2014 - Present
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Georgetown University's McDonough School of Business October 2010 - January 2014
J.P. Morgan June 2013 - August 2013
UBS Wealth Management January 2012 - May 2012
U.S. Securities and Exchange Commission June 2011 - December 2011
Education
Georgetown University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and International Business
University of Oxford
Summer Program, Comparative Strategic Management and International Finance
J.P. Morgan July 2014 - Present
Georgetown University's McDonough School of Business October 2010 - January 2014
J.P. Morgan June 2013 - August 2013
UBS Wealth Management January 2012 - May 2012
U.S. Securities and Exchange Commission June 2011 - December 2011
Education
Georgetown University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and International Business
University of Oxford
Summer Program, Comparative Strategic Management and International Finance
Larry Unrein's J.P. Morgan Experience August 2011 - Present
Job Investment Assistant at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
J.P. Morgan June 2010 - August 2010
Skills
English, Bloomberg, Windows, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Microsoft Word
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
J.P. Morgan August 2011 - Present
J.P. Morgan June 2010 - August 2010
Skills
English, Bloomberg, Windows, Microsoft Office, Outlook, Microsoft Excel, PowerPoint, Microsoft Word
Education
Georgetown University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Alex Fyfe Alex Fyfe's J.P. Morgan Experience September 2007 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2007 - Present
US Army 2000 - 2005
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, MBA
United States Military Academy at West Point 1996 — 2000
BS, Systems Engineering
J.P. Morgan September 2007 - Present
US Army 2000 - 2005
Education
Georgetown University - The McDonough School of Business 2005 — 2007
MBA, MBA
United States Military Academy at West Point 1996 — 2000
BS, Systems Engineering
Brian Connery Brian Connery's J.P. Morgan Experience July 2007 - May 2009
Job Vice President, Municipal Securities at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Citi October 2010 - April 2014
Taylor Companies May 2009 - October 2010
J.P. Morgan July 2007 - May 2009
Skills
Banking, Portfolio Management, Credit, Fixed Income, Financial Analysis, Financial Modeling, Risk Management, Loans, Capital Markets, Investments, Derivatives, Investment Banking, Credit Risk, Wealth Management, Corporate Finance, Financial Risk, Credit Analysis, Financial Services, Finance, Valuation
Education
Georgetown University - The McDonough School of Business 2005 — 2007
Bachelor's degree, Finance, General
Jesuit College Preparatory School of Dallas 1999 — 2003
Morgan Stanley April 2014 - Present
Citi October 2010 - April 2014
Taylor Companies May 2009 - October 2010
J.P. Morgan July 2007 - May 2009
Skills
Banking, Portfolio Management, Credit, Fixed Income, Financial Analysis, Financial Modeling, Risk Management, Loans, Capital Markets, Investments, Derivatives, Investment Banking, Credit Risk, Wealth Management, Corporate Finance, Financial Risk, Credit Analysis, Financial Services, Finance, Valuation
Education
Georgetown University - The McDonough School of Business 2005 — 2007
Bachelor's degree, Finance, General
Jesuit College Preparatory School of Dallas 1999 — 2003
Eric Polkow Eric Polkow's J.P. Morgan Experience January 2015 - Present
Job Executive Director (Real Estate Acquisitions) at JPMorgan Asset Management: Global Real Assets
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan January 2010 - December 2014
Skills
Capital Markets, Financial Modeling, Real Estate
Education
Northwestern University - Kellogg School of Management 2004 — 2006
Master of Business Administration (MBA), Finance and Marketing
Georgetown University 2001 — 2004
Bachelor's degree, English Literature and Literary History
J.P. Morgan January 2015 - Present
J.P. Morgan January 2010 - December 2014
Skills
Capital Markets, Financial Modeling, Real Estate
Education
Northwestern University - Kellogg School of Management 2004 — 2006
Master of Business Administration (MBA), Finance and Marketing
Georgetown University 2001 — 2004
Bachelor's degree, English Literature and Literary History
Kevin O'Hea Kevin O'Hea's J.P. Morgan Experience September 2013 - Present
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Georgetown University Alumni & Student Federal Credit Union March 2012 - March 2013
J.P. Morgan June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Corporate Finance, Finance, Data Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BSBA, Finance & Management
Chaminade High School 2005 — 2009
J.P. Morgan September 2013 - Present
Georgetown University Alumni & Student Federal Credit Union March 2012 - March 2013
J.P. Morgan June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Corporate Finance, Finance, Data Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BSBA, Finance & Management
Chaminade High School 2005 — 2009
Jamal Epps Jamal Epps's J.P. Morgan Experience August 2012 - Present
Job Head of NA Client Solutions, OTC Prime Brokerage and Clearing at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
J.P. Morgan February 2010 - August 2012
J.P. Morgan 2007 - 2010
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Management & Strategy, Marketing
Georgetown University 1997 — 2001
BA, History, English
Yorktown High School 1993 — 1997
J.P. Morgan August 2012 - Present
J.P. Morgan February 2010 - August 2012
J.P. Morgan 2007 - 2010
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Management & Strategy, Marketing
Georgetown University 1997 — 2001
BA, History, English
Yorktown High School 1993 — 1997
Jeremiah Kayal's J.P. Morgan Experience May 2011 - August 2011
Job AsiaPacific Trader at Sands Capital Management
Industry Investment Management
Experience
Sands Capital Management June 2014 - Present
Sands Capital Management June 2012 - May 2014
J.P. Morgan May 2011 - August 2011
Skills
Capital Markets, Trading, Alternative Investments, Equity Research, Bloomberg
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BSBA, Finance, Theology
Sands Capital Management June 2014 - Present
Sands Capital Management June 2012 - May 2014
J.P. Morgan May 2011 - August 2011
Skills
Capital Markets, Trading, Alternative Investments, Equity Research, Bloomberg
Education
Georgetown University - The McDonough School of Business 2008 — 2012
BSBA, Finance, Theology
Graham Hixon Graham Hixon's J.P. Morgan Experience July 2015 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
United States Senate April 2011 - July 2013
U.S. House of Representatives February 2009 - April 2011
Balch and Bingham, LLP June 2008 - February 2009
Skills
Government Relations, Legislative, Political Science, Campaign, Public Policy, Grassroots Organizing, Congress, Legislation, Legislative Relations, Policy, International Relations, Politics, Government, Economic Development, Appropriations, Public Speaking
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Alabama 2004 — 2008
Bachelor of Arts (BA), cum laude, Political Science
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
United States Senate April 2011 - July 2013
U.S. House of Representatives February 2009 - April 2011
Balch and Bingham, LLP June 2008 - February 2009
Skills
Government Relations, Legislative, Political Science, Campaign, Public Policy, Grassroots Organizing, Congress, Legislation, Legislative Relations, Policy, International Relations, Politics, Government, Economic Development, Appropriations, Public Speaking
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Alabama 2004 — 2008
Bachelor of Arts (BA), cum laude, Political Science
Andrew Fraser's J.P. Morgan Experience May 2012 - August 2012
Job Product Manager at App Annie
Industry Information Technology and Services
Experience
App Annie August 2015 - Present
Signal Hill Capital July 2013 - August 2015
Uber January 2013 - June 2013
OpenTab Technologies, LLC November 2012 - June 2013
Georgetown University's McDonough School of Business September 2010 - May 2013
J.P. Morgan May 2012 - August 2012
Seamark Capital June 2010 - August 2010
Skills
Analytics, Strategy, Start-ups, Financial Modeling, Venture Capital, Valuation, Entrepreneurship, Product Management, Investment Banking, SQL, Leadership, Wireframes, Product Marketing
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BS, Finance and International Business, Magna Cum Laude
Oxford University 2011 — 2011
Summer Study Abroad, Finance
App Annie August 2015 - Present
Signal Hill Capital July 2013 - August 2015
Uber January 2013 - June 2013
OpenTab Technologies, LLC November 2012 - June 2013
Georgetown University's McDonough School of Business September 2010 - May 2013
J.P. Morgan May 2012 - August 2012
Seamark Capital June 2010 - August 2010
Skills
Analytics, Strategy, Start-ups, Financial Modeling, Venture Capital, Valuation, Entrepreneurship, Product Management, Investment Banking, SQL, Leadership, Wireframes, Product Marketing
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BS, Finance and International Business, Magna Cum Laude
Oxford University 2011 — 2011
Summer Study Abroad, Finance
Adrian Moreno Adrian Moreno's J.P. Morgan Experience August 2015 - Present
Job Master of Business Administration (MBA), Georgetown University McDonough School of Business
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
IFC - International Finance Corporation April 2011 - May 2013
Ernst & Young January 2010 - June 2010
Infopocket S.A. de C.V. January 2009 - December 2009
Skills
Financial Modeling, Auditing, Financial Analysis, Portfolio Management, Credit Analysis, Strategic Financial..., Managerial Finance, Valuation, Corporate Finance, Emerging Markets, Business Valuation, Financial Accounting, Project Finance
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Instituto Tecnológico Autónomo de México / ITAM 2011 — 2012
Graduate Certificate in Corporate Consultancy, Accounting and Finance
Instituto Tecnológico Autónomo de México / ITAM 2006 — 2011
Bachelor of Public Accounting and Financial Strategy, Accounting and Finance
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
IFC - International Finance Corporation April 2011 - May 2013
Ernst & Young January 2010 - June 2010
Infopocket S.A. de C.V. January 2009 - December 2009
Skills
Financial Modeling, Auditing, Financial Analysis, Portfolio Management, Credit Analysis, Strategic Financial..., Managerial Finance, Valuation, Corporate Finance, Emerging Markets, Business Valuation, Financial Accounting, Project Finance
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Instituto Tecnológico Autónomo de México / ITAM 2011 — 2012
Graduate Certificate in Corporate Consultancy, Accounting and Finance
Instituto Tecnológico Autónomo de México / ITAM 2006 — 2011
Bachelor of Public Accounting and Financial Strategy, Accounting and Finance
Elina Clavelli's J.P. Morgan Experience May 2012 - September 2013
Job Program Management Analyst at KSH Solutions, Inc. | Graduate Student at Georgetown University
Industry Information Technology and Services
Experience
KSH Solutions, Inc. July 2015 - Present
KSH Solutions, Inc. March 2015 - June 2015
Lockton Companies September 2013 - February 2015
J.P. Morgan May 2012 - September 2013
Rainmakers Government Solutions, LLC February 2011 - April 2012
Concentric Methods October 2010 - January 2011
Skills
Technical Writing, Editing, Foreign Languages, Social Media, Facebook, Spanish, Research, Program Management, Leadership, Microsoft Office, French, Russian, Audacity, Pro Tools, Reason
Education
Georgetown University 2015 — 2017
Master’s Degree, Technology Management
Georgetown University 2006 — 2010
Bachelor of Arts, English
KSH Solutions, Inc. July 2015 - Present
KSH Solutions, Inc. March 2015 - June 2015
Lockton Companies September 2013 - February 2015
J.P. Morgan May 2012 - September 2013
Rainmakers Government Solutions, LLC February 2011 - April 2012
Concentric Methods October 2010 - January 2011
Skills
Technical Writing, Editing, Foreign Languages, Social Media, Facebook, Spanish, Research, Program Management, Leadership, Microsoft Office, French, Russian, Audacity, Pro Tools, Reason
Education
Georgetown University 2015 — 2017
Master’s Degree, Technology Management
Georgetown University 2006 — 2010
Bachelor of Arts, English
Timothy J. Bayer Jr. Timothy J. Bayer Jr.'s J.P. Morgan Experience July 2015 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan July 2012 - June 2015
J.P. Morgan June 2011 - August 2011
PNC June 2010 - August 2010
Education
Georgetown University 2008 — 2012
Bachelor of Business Administration, Finance
Saint Xavier High School 2004 — 2008
J.P. Morgan July 2015 - Present
J.P. Morgan July 2012 - June 2015
J.P. Morgan June 2011 - August 2011
PNC June 2010 - August 2010
Education
Georgetown University 2008 — 2012
Bachelor of Business Administration, Finance
Saint Xavier High School 2004 — 2008
Casey Reinhart Casey Reinhart's J.P. Morgan Experience June 2014 - August 2014
Job Banking Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan June 2014 - August 2014
Sweetgreen May 2013 - August 2013
UBS May 2013 - August 2013
Rent The Runway August 2012 - May 2013
Pie Sisters January 2012 - December 2012
Duxbury Rural and Historical Society June 2012 - August 2012
Self-employed February 2007 - August 2012
Deni Johnson Photography June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Customer Service, Research, English, Social Media, Public Speaking, Time Management, Event Planning
Education
Georgetown University - The McDonough School of Business 2011 — 2015
B.S. in Business Administration, Finance and Marketing, Junior
University College Dublin 2013 — 2013
Bachelor of Commerce (BCom), Finance and Financial Management Services
Duxbury High School 2007 — 2011
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan June 2014 - August 2014
Sweetgreen May 2013 - August 2013
UBS May 2013 - August 2013
Rent The Runway August 2012 - May 2013
Pie Sisters January 2012 - December 2012
Duxbury Rural and Historical Society June 2012 - August 2012
Self-employed February 2007 - August 2012
Deni Johnson Photography June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Customer Service, Research, English, Social Media, Public Speaking, Time Management, Event Planning
Education
Georgetown University - The McDonough School of Business 2011 — 2015
B.S. in Business Administration, Finance and Marketing, Junior
University College Dublin 2013 — 2013
Bachelor of Commerce (BCom), Finance and Financial Management Services
Duxbury High School 2007 — 2011
Ana Paula Calvo's J.P. Morgan Experience July 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2015 - Present
JPMorgan Chase 2013 - Present
Credit Suisse June 2012 - August 2012
Georgetown University Alumni & Student Federal Credit Union March 2011 - March 2012
Credit Suisse June 2011 - August 2011
Georgetown University Alumni & Student Federal Credit Union November 2010 - March 2011
Georgetown University Alumni & Student Federal Credit Union September 2009 - March 2011
Georgetown University Alumni & Student Federal Credit Union January 2010 - October 2010
Crediconfia SOFOM ENR June 2010 - August 2010
Credit Suisse June 2010 - June 2010
Skills
Microsoft Office, Microsoft Visual Basic, DCF, Investment Banking, Bloomberg Terminal, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance/Management
The American School Foundation 2006 — 2009
J.P. Morgan July 2015 - Present
JPMorgan Chase 2013 - Present
Credit Suisse June 2012 - August 2012
Georgetown University Alumni & Student Federal Credit Union March 2011 - March 2012
Credit Suisse June 2011 - August 2011
Georgetown University Alumni & Student Federal Credit Union November 2010 - March 2011
Georgetown University Alumni & Student Federal Credit Union September 2009 - March 2011
Georgetown University Alumni & Student Federal Credit Union January 2010 - October 2010
Crediconfia SOFOM ENR June 2010 - August 2010
Credit Suisse June 2010 - June 2010
Skills
Microsoft Office, Microsoft Visual Basic, DCF, Investment Banking, Bloomberg Terminal, Corporate Finance
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance/Management
The American School Foundation 2006 — 2009
Matt Huszagh Matt Huszagh's J.P. Morgan Experience August 2015 - Present
Job Incoming EM Trading Summer Analyst at J.P. Morgan
Industry Research
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - July 2015
Opower June 2014 - August 2014
CERN January 2014 - June 2014
Georgetown University February 2013 - September 2013
Georgetown University March 2012 - May 2013
Aalto University School of Science and Technology June 2012 - August 2012
Dordogne France June 2011 - July 2011
University of Illinois at Chicago June 2009 - August 2009
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, C++, Unix Shell Scripting, Python, MySQL, English, Teamwork, Photoshop, VPython, Mathematica, ROOT, Physics, CSS, LaTeX, French, Science, HTML, Neuroscience, Databases, Quantitative Analytics, Economics, fMRI, JavaScript, R, Programming, Computer Science, SQL
Education
Georgetown University 2011 — 2016
Bachelor of Science (BSc), Physics & Economics
New Trier Township High School 2007 — 2011
High School Diploma
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - July 2015
Opower June 2014 - August 2014
CERN January 2014 - June 2014
Georgetown University February 2013 - September 2013
Georgetown University March 2012 - May 2013
Aalto University School of Science and Technology June 2012 - August 2012
Dordogne France June 2011 - July 2011
University of Illinois at Chicago June 2009 - August 2009
Skills
Research, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, C++, Unix Shell Scripting, Python, MySQL, English, Teamwork, Photoshop, VPython, Mathematica, ROOT, Physics, CSS, LaTeX, French, Science, HTML, Neuroscience, Databases, Quantitative Analytics, Economics, fMRI, JavaScript, R, Programming, Computer Science, SQL
Education
Georgetown University 2011 — 2016
Bachelor of Science (BSc), Physics & Economics
New Trier Township High School 2007 — 2011
High School Diploma
Fabiola M. Delgado Cruz Fabiola M. Delgado Cruz's J.P. Morgan Experience June 2015 - Present
Job Student Georgetown University School of Foreign Service
Industry International Affairs
Experience
J.P. Morgan June 2015 - Present
Department of Spanish and Portuguese August 2011 - June 2015
J.P. Morgan May 2014 - August 2014
Senate of Puerto Rico June 2013 - July 2013
AGE Art Gallery June 2012 - July 2012
Skills
Brazilian Portuguese, Latin American Studies, Spanish, International Relations, Research, Writing, Text Editing, Government, Intercultural..., International..., Politics, Political Science
Education
Georgetown University 2011 — 2015
Bachelor of Science, International Politics - International Security
Colegio Puertorriqueño de Niñas 1998 — 2011
High School Degree
J.P. Morgan June 2015 - Present
Department of Spanish and Portuguese August 2011 - June 2015
J.P. Morgan May 2014 - August 2014
Senate of Puerto Rico June 2013 - July 2013
AGE Art Gallery June 2012 - July 2012
Skills
Brazilian Portuguese, Latin American Studies, Spanish, International Relations, Research, Writing, Text Editing, Government, Intercultural..., International..., Politics, Political Science
Education
Georgetown University 2011 — 2015
Bachelor of Science, International Politics - International Security
Colegio Puertorriqueño de Niñas 1998 — 2011
High School Degree
Federico Avila Federico Avila's J.P. Morgan Experience July 2015 - Present
Job Investor Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
UBS Investment Bank July 2013 - August 2013
Citi May 2013 - June 2013
Citi June 2012 - August 2012
Avianca June 2011 - August 2011
Skills
Leadership, Social Media, Strategy, Analysis, Portfolio Management, Corporate Finance, Investment Banking, Underwriting, Capital Markets, Derivatives, DCF Valuation, FX Options, Sales, Management, Fixed Income, Financial Modeling
Education
St. Mary's University 2011 — 2015
Bachelor, Corporate Financial Management, Cum Laude
Greehey Scholars Program 2011 — 2015
Scholar
American School of El Salvador 1998 — 2011
High School Diploma
Georgetown University 2010 — 2010
Fundamentals of Business: Leadership in a Global Economy
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
UBS Investment Bank July 2013 - August 2013
Citi May 2013 - June 2013
Citi June 2012 - August 2012
Avianca June 2011 - August 2011
Skills
Leadership, Social Media, Strategy, Analysis, Portfolio Management, Corporate Finance, Investment Banking, Underwriting, Capital Markets, Derivatives, DCF Valuation, FX Options, Sales, Management, Fixed Income, Financial Modeling
Education
St. Mary's University 2011 — 2015
Bachelor, Corporate Financial Management, Cum Laude
Greehey Scholars Program 2011 — 2015
Scholar
American School of El Salvador 1998 — 2011
High School Diploma
Georgetown University 2010 — 2010
Fundamentals of Business: Leadership in a Global Economy
Clara (Woo Jung) Ko's J.P. Morgan Experience June 2015 - July 2015
Job Student at Georgetown University
Industry Investment Banking
Experience
J.P. Morgan June 2015 - July 2015
Givology June 2014 - August 2014
Deutsche Bank January 2013 - March 2013
Deutsche Bank October 2012 - December 2012
Cleary Gottlieb Steen & Hamilton LLP July 2011 - July 2011
Education
Georgetown University - The McDonough School of Business 2014 — 2017
Bachelor's Degree, Major in Finance and Minor in Economics
University of California, Berkeley 2013 — 2014
North London Collegiate School 2005 — 2012
J.P. Morgan June 2015 - July 2015
Givology June 2014 - August 2014
Deutsche Bank January 2013 - March 2013
Deutsche Bank October 2012 - December 2012
Cleary Gottlieb Steen & Hamilton LLP July 2011 - July 2011
Education
Georgetown University - The McDonough School of Business 2014 — 2017
Bachelor's Degree, Major in Finance and Minor in Economics
University of California, Berkeley 2013 — 2014
North London Collegiate School 2005 — 2012
Michael Taormina, CFA's J.P. Morgan Experience March 2008 - July 2011
Job Nomad Financial
Industry Financial Services
Experience
Nomad Financial September 2015 - Present
VentureOutNY April 2015 - Present
CommonBond November 2011 - January 2015
J.P. Morgan March 2008 - July 2011
J.P. Morgan June 2006 - February 2008
J.P. Morgan July 2005 - June 2006
Skills
Financial Modeling, Valuation, Portfolio Management, Investments, Finance, Business Development, Entrepreneurship, Derivatives, Strategy, Nomad, Leadership, Financial Analysis, Venture Capital, Investment Strategies, Economics, Asset Allocation, Alternative Investments, Mutual Funds, Social Media Marketing, Marketing Research
Education
Wharton School, University of Pennsylvania
Master of Business Administration, Entrepreneurial Management, Marketing & Operations, graduated with honors
Georgetown University - The McDonough School of Business
B.S.B.A, Finance/International Business, summa cum laude
The London School of Economics and Political Science (LSE)
General Course, Management
Chaminade High School
Nomad Financial September 2015 - Present
VentureOutNY April 2015 - Present
CommonBond November 2011 - January 2015
J.P. Morgan March 2008 - July 2011
J.P. Morgan June 2006 - February 2008
J.P. Morgan July 2005 - June 2006
Skills
Financial Modeling, Valuation, Portfolio Management, Investments, Finance, Business Development, Entrepreneurship, Derivatives, Strategy, Nomad, Leadership, Financial Analysis, Venture Capital, Investment Strategies, Economics, Asset Allocation, Alternative Investments, Mutual Funds, Social Media Marketing, Marketing Research
Education
Wharton School, University of Pennsylvania
Master of Business Administration, Entrepreneurial Management, Marketing & Operations, graduated with honors
Georgetown University - The McDonough School of Business
B.S.B.A, Finance/International Business, summa cum laude
The London School of Economics and Political Science (LSE)
General Course, Management
Chaminade High School
Han-Ping (Michael) Huang Han-Ping (Michael) Huang's J.P. Morgan Experience June 2015 - August 2015
Job 2016 MBA candidate at Georgetown University
Industry Banking
Experience
J.P. Morgan June 2015 - August 2015
Cathay United Bank December 2013 - May 2014
Cathay United Bank July 2012 - November 2013
Cathay United Bank July 2011 - June 2012
Cathay United Bank July 2010 - June 2011
REPUBLIC OF CHINA ARMY August 2007 - June 2008
Skills
Commercial Banking, Relationship Management, Project Management, Financial Analysis, Credit Analysis, Banking, Credit, Retail Banking, Corporate Finance, Capital Markets, Portfolio Management, Credit Risk, Risk Management
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
National Central University 2008 — 2010
Master's degree, Industrial Economics, 3.9
National Chengchi University 2002 — 2007
Bachelor of Business Administration (B.B.A.), International Business, 3.8
Chien Kuo high school
Chien Kuo high school
J.P. Morgan June 2015 - August 2015
Cathay United Bank December 2013 - May 2014
Cathay United Bank July 2012 - November 2013
Cathay United Bank July 2011 - June 2012
Cathay United Bank July 2010 - June 2011
REPUBLIC OF CHINA ARMY August 2007 - June 2008
Skills
Commercial Banking, Relationship Management, Project Management, Financial Analysis, Credit Analysis, Banking, Credit, Retail Banking, Corporate Finance, Capital Markets, Portfolio Management, Credit Risk, Risk Management
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
National Central University 2008 — 2010
Master's degree, Industrial Economics, 3.9
National Chengchi University 2002 — 2007
Bachelor of Business Administration (B.B.A.), International Business, 3.8
Chien Kuo high school
Chien Kuo high school
Jack Dunphy Jr. Jack Dunphy Jr.'s J.P. Morgan Experience February 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan September 2013 - February 2015
JPMorgan Chase June 2012 - August 2012
Vector Marketing May 2011 - September 2011
Vector Marketing May 2010 - August 2010
Vector Marketing June 2009 - August 2009
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science in Business Administration, Accounting and Finance
Belmont Hill School 2003 — 2009
J.P. Morgan February 2015 - Present
J.P. Morgan September 2013 - February 2015
JPMorgan Chase June 2012 - August 2012
Vector Marketing May 2011 - September 2011
Vector Marketing May 2010 - August 2010
Vector Marketing June 2009 - August 2009
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science in Business Administration, Accounting and Finance
Belmont Hill School 2003 — 2009
Ashley Schammel's J.P. Morgan Experience June 2015 - August 2015
Job Georgetown University Student; Finance, Entrepreneurial Biotechnology, Economics
Industry Financial Services
Experience
Google July 2015 - Present
Bayberry Capital September 2014 - Present
Georgetown University Alumni & Student Federal Credit Union January 2014 - Present
J.P. Morgan June 2015 - August 2015
Georgetown University Student Investment Fund September 2013 - September 2014
J.P. Morgan June 2014 - August 2014
JuiceFarm March 2013 - August 2013
While You're Away June 2009 - July 2013
California Institute of Technology, Laser Interferometer Gravitational Observatory (LIGO) June 2011 - December 2011
Education
Georgetown University - The McDonough School of Business 2013 — 2017
Bachelor of Science in Business Administration, Finance, Entrepreneurial Biotechnology, Economics
Google July 2015 - Present
Bayberry Capital September 2014 - Present
Georgetown University Alumni & Student Federal Credit Union January 2014 - Present
J.P. Morgan June 2015 - August 2015
Georgetown University Student Investment Fund September 2013 - September 2014
J.P. Morgan June 2014 - August 2014
JuiceFarm March 2013 - August 2013
While You're Away June 2009 - July 2013
California Institute of Technology, Laser Interferometer Gravitational Observatory (LIGO) June 2011 - December 2011
Education
Georgetown University - The McDonough School of Business 2013 — 2017
Bachelor of Science in Business Administration, Finance, Entrepreneurial Biotechnology, Economics
David Maher David Maher's J.P. Morgan Experience January 2014 - October 2014
Job at HSBC
Industry Financial Services
Experience
HSBC October 2014 - Present
J.P. Morgan January 2014 - October 2014
Guggenheim Securities September 2009 - December 2013
Banc of America Securities 2005 - 2009
Skills
Series 7, Hedge Funds, Equities, Investments, Capital Markets, Series 63, Equity Research, Trading, Options, Electronic Trading, Series 24, Series 4, Auto Racing, FINRA, Fixed Income, Private Equity, Wealth Management, Prioritize Workload, Regulatory Compliance
Education
Georgetown University 1993 — 1997
Bachelor of Arts (BA), Political Science
HSBC October 2014 - Present
J.P. Morgan January 2014 - October 2014
Guggenheim Securities September 2009 - December 2013
Banc of America Securities 2005 - 2009
Skills
Series 7, Hedge Funds, Equities, Investments, Capital Markets, Series 63, Equity Research, Trading, Options, Electronic Trading, Series 24, Series 4, Auto Racing, FINRA, Fixed Income, Private Equity, Wealth Management, Prioritize Workload, Regulatory Compliance
Education
Georgetown University 1993 — 1997
Bachelor of Arts (BA), Political Science
Daniel Percella, CFA Daniel Percella, CFA's J.P. Morgan Experience January 2014 - Present
Job CoPortfolio Manager, Executive Director at JP Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan January 2014 - Present
JP Morgan Asset Management June 2008 - 2013
Bank of America Securities 2006 - 2008
Citigroup Investment Research 2005 - 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Equities, Equity Research, Valuation, Securities, Mutual Funds, Buy-side, Asset Managment, Bloomberg, Hedge Funds, Investments, Capital Markets, Finance
Education
Chartered Financial Analyst
Georgetown University 1998 — 2002
BSFS, International Economics
Seton Hall Prep
J.P. Morgan January 2014 - Present
JP Morgan Asset Management June 2008 - 2013
Bank of America Securities 2006 - 2008
Citigroup Investment Research 2005 - 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Equities, Equity Research, Valuation, Securities, Mutual Funds, Buy-side, Asset Managment, Bloomberg, Hedge Funds, Investments, Capital Markets, Finance
Education
Chartered Financial Analyst
Georgetown University 1998 — 2002
BSFS, International Economics
Seton Hall Prep
Stephanie Jasson's J.P. Morgan Experience May 2011 - July 2011
Job Associate at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2014 - Present
America's Promise June 2013 - December 2013
Smithsonian Institution October 2012 - December 2012
Salvatore Ferragamo May 2012 - July 2012
J.P. Morgan May 2011 - July 2011
Skills
Microsoft Office, Social Media
Education
Georgetown University 2010 — 2014
Economics and Italian
Greenwich Academy 1996 — 2010
High School
L.E.K. Consulting September 2014 - Present
America's Promise June 2013 - December 2013
Smithsonian Institution October 2012 - December 2012
Salvatore Ferragamo May 2012 - July 2012
J.P. Morgan May 2011 - July 2011
Skills
Microsoft Office, Social Media
Education
Georgetown University 2010 — 2014
Economics and Italian
Greenwich Academy 1996 — 2010
High School
Prabhjot Kaur (PK)'s J.P. Morgan Experience January 2015 - Present
Job HR Solutions Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan April 2014 - January 2015
Korn/Ferry International January 2013 - April 2014
National Institutes of Health October 2011 - January 2013
Holiday Inn January 2011 - August 2011
Holiday Inn Hotel & Suites November 2010 - August 2011
Rutgers University October 2008 - August 2011
Rutgers University January 2011 - May 2011
Rutgers Conference Services May 2009 - August 2010
Community Affairs at Rutgers University January 2010 - May 2010
Skills
LinkedIn Recruiter, Recruiting, Employee Relations, Sourcing, Performance Management, Talent Pipelining, Research, Organizational..., HR Policies, Interviews, Talent Acquisition, Policy Analysis, Human Resources, Microsoft Office, Microsoft Excel, Onboarding, PowerPoint, Event Planning, Training, Data Analysis, Microsoft Word, Public Speaking, Analysis, Outlook, Community Outreach, Diversity & Inclusion, SAP, SuccessFactors, Workday, Taleo, Project Management, SharePoint, Strategic Sourcing, Position Classification, Job Evaluation, employe
Education
Georgetown University 2011 — 2013
MPS, HR- International Human Capital Management, Human Resource Management
Rutgers University-New Brunswick 2007 — 2011
BA, Communication, Africana Studies, Education
J.P. Morgan January 2015 - Present
J.P. Morgan April 2014 - January 2015
Korn/Ferry International January 2013 - April 2014
National Institutes of Health October 2011 - January 2013
Holiday Inn January 2011 - August 2011
Holiday Inn Hotel & Suites November 2010 - August 2011
Rutgers University October 2008 - August 2011
Rutgers University January 2011 - May 2011
Rutgers Conference Services May 2009 - August 2010
Community Affairs at Rutgers University January 2010 - May 2010
Skills
LinkedIn Recruiter, Recruiting, Employee Relations, Sourcing, Performance Management, Talent Pipelining, Research, Organizational..., HR Policies, Interviews, Talent Acquisition, Policy Analysis, Human Resources, Microsoft Office, Microsoft Excel, Onboarding, PowerPoint, Event Planning, Training, Data Analysis, Microsoft Word, Public Speaking, Analysis, Outlook, Community Outreach, Diversity & Inclusion, SAP, SuccessFactors, Workday, Taleo, Project Management, SharePoint, Strategic Sourcing, Position Classification, Job Evaluation, employe
Education
Georgetown University 2011 — 2013
MPS, HR- International Human Capital Management, Human Resource Management
Rutgers University-New Brunswick 2007 — 2011
BA, Communication, Africana Studies, Education
Patricia Anaya Patricia Anaya's J.P. Morgan Experience May 2012 - October 2012
Job Transfer Pricing Senior at EY
Industry Management Consulting
Experience
EY June 2015 - Present
PwC March 2014 - June 2015
BaseFirma February 2013 - March 2014
J.P. Morgan May 2012 - October 2012
J.P. Morgan June 2011 - August 2011
Georgetown University January 2010 - December 2010
U.S. Department of State June 2010 - August 2010
Skills
Economics, Financial Modeling, Investment Banking, Microsoft Office, Latin America, Policy Analysis, Macroeconomics, International Finance, International Relations, Public Policy, Valuation, Spanish, Analysis, Emerging Markets, International Commerce, Bloomberg, Transfer Pricing, International Tax..., Corporate Finance, Mergers & Acquisitions, Financial Analysis
Education
Georgetown University 2008 — 2012
B.A., International Economics: Finance and Commerce, cum laude
Sponsors for Educational Opportunity (SEO) 2011 — 2011
Career Program, Investment Banking
New Rochelle High School 2004 — 2008
EY June 2015 - Present
PwC March 2014 - June 2015
BaseFirma February 2013 - March 2014
J.P. Morgan May 2012 - October 2012
J.P. Morgan June 2011 - August 2011
Georgetown University January 2010 - December 2010
U.S. Department of State June 2010 - August 2010
Skills
Economics, Financial Modeling, Investment Banking, Microsoft Office, Latin America, Policy Analysis, Macroeconomics, International Finance, International Relations, Public Policy, Valuation, Spanish, Analysis, Emerging Markets, International Commerce, Bloomberg, Transfer Pricing, International Tax..., Corporate Finance, Mergers & Acquisitions, Financial Analysis
Education
Georgetown University 2008 — 2012
B.A., International Economics: Finance and Commerce, cum laude
Sponsors for Educational Opportunity (SEO) 2011 — 2011
Career Program, Investment Banking
New Rochelle High School 2004 — 2008
Wendy Jenks Woodford's J.P. Morgan Experience May 2010 - 2013
Job
Industry Financial Services
Experience
J.P. Morgan May 2010 - 2013
American Express January 2005 - April 2010
Avaya July 2003 - January 2005
The Bank of New York May 2002 - August 2002
American Management Systems (AMS) April 2000 - February 2001
Accenture April 1997 - April 2000
Skills
Business Analysis, Project Management, Business Process, Leadership, Business Process..., Financial Services, Credit Cards, Process Improvement, Vendor Management, Cross-functional Team..., Product Management, CRM, Change Management, Financial Analysis, Strategy, Analysis, Business Planning, Mergers & Acquisitions, Competitive Analysis, Finance, Product Development, Training, Analytics
Education
GEORGETOWN UNIVERSITY, The Robert Emmett McDonough School of Business 2001 — 2003
Master
Georgetown University 2001 — 2003
MBA
Georgetown University - The McDonough School of Business 2001 — 2003
MBA
Washington University 1992 — 1996
BS
J.P. Morgan May 2010 - 2013
American Express January 2005 - April 2010
Avaya July 2003 - January 2005
The Bank of New York May 2002 - August 2002
American Management Systems (AMS) April 2000 - February 2001
Accenture April 1997 - April 2000
Skills
Business Analysis, Project Management, Business Process, Leadership, Business Process..., Financial Services, Credit Cards, Process Improvement, Vendor Management, Cross-functional Team..., Product Management, CRM, Change Management, Financial Analysis, Strategy, Analysis, Business Planning, Mergers & Acquisitions, Competitive Analysis, Finance, Product Development, Training, Analytics
Education
GEORGETOWN UNIVERSITY, The Robert Emmett McDonough School of Business 2001 — 2003
Master
Georgetown University 2001 — 2003
MBA
Georgetown University - The McDonough School of Business 2001 — 2003
MBA
Washington University 1992 — 1996
BS
Ted Owens's J.P. Morgan Experience September 2014 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan September 2014 - Present
Cantor Fitzgerald August 2010 - September 2014
Countrywide Securities September 2005 - October 2008
Chadbourne & Parke 2002 - 2005
Education
Georgetown University Law Center 1999 — 2002
Juris Doctor
Georgetown University 1994 — 1998
BSFS, International Relations, Politics and Law
J.P. Morgan September 2014 - Present
Cantor Fitzgerald August 2010 - September 2014
Countrywide Securities September 2005 - October 2008
Chadbourne & Parke 2002 - 2005
Education
Georgetown University Law Center 1999 — 2002
Juris Doctor
Georgetown University 1994 — 1998
BSFS, International Relations, Politics and Law
Klein, Jordan's J.P. Morgan Experience July 1994 - November 1998
Job Vice President at Sanford Bernstein
Industry Financial Services
Experience
Sanford Bernstein March 2004 - Present
UBS May 2003 - March 2004
UBS November 1998 - March 2003
J.P. Morgan July 1994 - November 1998
Skills
Equities, Bloomberg, Marketing, Data Analysis, Start-ups, Asset Management, Valuation, Hedge Funds, DCF, Prime Brokerage, Financial Analysis, New Business Development, Alternative Investments, Equity Research, Portfolio Management
Education
Georgetown University 1990 — 1994
BS, Business Administration, Business
MICDS 1986 — 1990
Sanford Bernstein March 2004 - Present
UBS May 2003 - March 2004
UBS November 1998 - March 2003
J.P. Morgan July 1994 - November 1998
Skills
Equities, Bloomberg, Marketing, Data Analysis, Start-ups, Asset Management, Valuation, Hedge Funds, DCF, Prime Brokerage, Financial Analysis, New Business Development, Alternative Investments, Equity Research, Portfolio Management
Education
Georgetown University 1990 — 1994
BS, Business Administration, Business
MICDS 1986 — 1990
Julie P. Thurston's J.P. Morgan Experience November 2014 - Present
Job Liquidity Product and Strategy
Industry Banking
Experience
J.P. Morgan November 2014 - Present
Citi May 2008 - February 2014
Georgetown University August 2007 - May 2009
Electronic Data Systems 2004 - 2007
Education
Georgetown University - The McDonough School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
University of Michigan-Flint 1999 — 2003
BA, Spanish and International Studies
J.P. Morgan November 2014 - Present
Citi May 2008 - February 2014
Georgetown University August 2007 - May 2009
Electronic Data Systems 2004 - 2007
Education
Georgetown University - The McDonough School of Business 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
University of Michigan-Flint 1999 — 2003
BA, Spanish and International Studies
Prentice, Josh's J.P. Morgan Experience July 2012 - August 2014
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
JP Morgan Asset Management September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan April 2007 - June 2012
BrightStream Asset Management January 2005 - December 2006
Bear Stearns August 2002 - January 2005
Christies 1994 - 1998
Skills
Alternative Investments, Investments, Asset Management, Equities, Hedge Funds, Capital Markets, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA
Georgetown University 1990 — 1994
BA
The Taft School 1986 — 1990
HS
JP Morgan Asset Management September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan April 2007 - June 2012
BrightStream Asset Management January 2005 - December 2006
Bear Stearns August 2002 - January 2005
Christies 1994 - 1998
Skills
Alternative Investments, Investments, Asset Management, Equities, Hedge Funds, Capital Markets, Fixed Income, Investment Banking, Mutual Funds, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA
Georgetown University 1990 — 1994
BA
The Taft School 1986 — 1990
HS
Paul Lindemann's J.P. Morgan Experience July 2014 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Taylor-DeJongh May 2012 - August 2012
Defense Intelligence Agency March 2009 - August 2011
New York County District Attorney's Office February 2008 - February 2009
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Analysis, Research, Economics, Corporate Finance, International Relations, Data Analysis, Policy Analysis, Foreign Policy, Emerging Markets, Project Finance, Finance, Strategy, Due Diligence, Capital Markets, Business Strategy, Investments, Strategic Planning, Public Policy, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2011 — 2014
MSFS, School of Foreign Service - International Commerce and Business
Williams College 2002 — 2006
Bachelor of Arts (BA), Physics
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Taylor-DeJongh May 2012 - August 2012
Defense Intelligence Agency March 2009 - August 2011
New York County District Attorney's Office February 2008 - February 2009
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Analysis, Research, Economics, Corporate Finance, International Relations, Data Analysis, Policy Analysis, Foreign Policy, Emerging Markets, Project Finance, Finance, Strategy, Due Diligence, Capital Markets, Business Strategy, Investments, Strategic Planning, Public Policy, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2011 — 2014
MSFS, School of Foreign Service - International Commerce and Business
Williams College 2002 — 2006
Bachelor of Arts (BA), Physics
Monica DiCenso's J.P. Morgan Experience July 2012 - February 2014
Job Head of U.S. Equity Strategy, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan July 2012 - February 2014
JP Morgan June 2008 - July 2012
Bear Stearns 2005 - May 2008
Merrill Lynch 2005 - 2005
PricewaterhouseCoopers September 2001 - September 2004
Skills
Financial Analysis, Equity Research, Equity Valuation, Stock Picking, Private Banking
Education
Georgetown University 1997 — 2001
J.P. Morgan Private Bank February 2014 - Present
J.P. Morgan July 2012 - February 2014
JP Morgan June 2008 - July 2012
Bear Stearns 2005 - May 2008
Merrill Lynch 2005 - 2005
PricewaterhouseCoopers September 2001 - September 2004
Skills
Financial Analysis, Equity Research, Equity Valuation, Stock Picking, Private Banking
Education
Georgetown University 1997 — 2001
David A. Papp's J.P. Morgan Experience February 2009 - July 2010
Job Associate Director ABS Risk Management at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2010 - Present
J.P. Morgan February 2009 - July 2010
J.P. Morgan December 2004 - February 2009
PricewaterhouseCoopers/Kwasha September 1999 - December 2004
Skills
Investment Banking, Financial Risk, Financial Modeling, Portfolio Management, Credit, Derivatives, Capital Markets, Due Diligence
Education
Georgetown University 1995 — 1999
Bachelor of Science in Business Administration, Management
Fordham Preparatory 1991 — 1995
RBC Capital Markets July 2010 - Present
J.P. Morgan February 2009 - July 2010
J.P. Morgan December 2004 - February 2009
PricewaterhouseCoopers/Kwasha September 1999 - December 2004
Skills
Investment Banking, Financial Risk, Financial Modeling, Portfolio Management, Credit, Derivatives, Capital Markets, Due Diligence
Education
Georgetown University 1995 — 1999
Bachelor of Science in Business Administration, Management
Fordham Preparatory 1991 — 1995
Emily Notaro's J.P. Morgan Experience September 2012 - Present
Job Fixed Income Client Portfolio Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
JPMorgan Chase March 2011 - September 2012
Morgan Stanley 2010 - 2010
BorrowBike 2008 - 2009
Ounavarra June 2007 - August 2008
Education
Georgetown University 2007 — 2011
english, economics
The Westover School 2003 — 2007
High School
J.P. Morgan September 2012 - Present
JPMorgan Chase March 2011 - September 2012
Morgan Stanley 2010 - 2010
BorrowBike 2008 - 2009
Ounavarra June 2007 - August 2008
Education
Georgetown University 2007 — 2011
english, economics
The Westover School 2003 — 2007
High School
Jaclyn Cerbone's J.P. Morgan Experience September 2011 - January 2014
Job Assistant Vice President at Source Financial Advisors LLC
Industry Banking
Experience
Source Financial Advisors LLC February 2014 - Present
J.P. Morgan September 2011 - January 2014
J.P. Morgan June 2008 - August 2011
Skills
Private Banking, Wealth Management, Series 7, Series 63, RIA, Relationship Management, Investment Advisory, Financial Planning
Education
New York University 2014 — 2016
Certificate in Financial Planning
Georgetown University 2004 — 2008
Bachelor's Degree, Finance, Psychology Minor
Source Financial Advisors LLC February 2014 - Present
J.P. Morgan September 2011 - January 2014
J.P. Morgan June 2008 - August 2011
Skills
Private Banking, Wealth Management, Series 7, Series 63, RIA, Relationship Management, Investment Advisory, Financial Planning
Education
New York University 2014 — 2016
Certificate in Financial Planning
Georgetown University 2004 — 2008
Bachelor's Degree, Finance, Psychology Minor
Tony Kaseta's J.P. Morgan Experience 1998 - 2001
Job Finance at RP Holdings Group, LLC
Industry Financial Services
Experience
RP Holdings Group, LLC August 2011 - Present
IS Financial, LLC August 2010 - July 2011
SquareTwo Financial June 2005 - August 2010
JP Morgan Chase September 1998 - August 2001
J.P. Morgan 1998 - 2001
Skills
Financial Modeling, Vendor Management, Finance, Due Diligence, Financial Analysis, Mergers, Budgets, Accounting, Financial Reporting, Management, Valuation, Mergers & Acquisitions, Forecasting, Contract Negotiation, Executive Management, SEC filings, Strategic Planning, Risk Management, Process Improvement, Auditing, Real Estate, Analysis
Education
Georgetown University 1994 — 1998
BS Business Administration, Finance, International Business
RP Holdings Group, LLC August 2011 - Present
IS Financial, LLC August 2010 - July 2011
SquareTwo Financial June 2005 - August 2010
JP Morgan Chase September 1998 - August 2001
J.P. Morgan 1998 - 2001
Skills
Financial Modeling, Vendor Management, Finance, Due Diligence, Financial Analysis, Mergers, Budgets, Accounting, Financial Reporting, Management, Valuation, Mergers & Acquisitions, Forecasting, Contract Negotiation, Executive Management, SEC filings, Strategic Planning, Risk Management, Process Improvement, Auditing, Real Estate, Analysis
Education
Georgetown University 1994 — 1998
BS Business Administration, Finance, International Business
Joanna Moody's J.P. Morgan Experience March 2006 - December 2011
Job HR Business Partner at J.P. Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2012 - Present
J.P. Morgan March 2006 - December 2011
J.P. Morgan August 2004 - March 2006
Skills
Talent Management, Human Resources, Performance Management, Onboarding, Talent Acquisition, Employee Relations, Succession Planning, Employee Engagement, Change Management, Employee Benefits, Mergers & Acquisitions, College Recruiting, Deferred Compensation, Applicant Tracking..., HR Policies, HRIS
Education
Georgetown University
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase January 2012 - Present
J.P. Morgan March 2006 - December 2011
J.P. Morgan August 2004 - March 2006
Skills
Talent Management, Human Resources, Performance Management, Onboarding, Talent Acquisition, Employee Relations, Succession Planning, Employee Engagement, Change Management, Employee Benefits, Mergers & Acquisitions, College Recruiting, Deferred Compensation, Applicant Tracking..., HR Policies, HRIS
Education
Georgetown University
Bachelor of Business Administration (B.B.A.)
Shaida Safai's J.P. Morgan Experience October 2013 - March 2014
Job Document Negotiator at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley April 2014 - Present
J.P. Morgan October 2013 - March 2014
Superior Court of New Jersey August 2012 - August 2013
Morgan Stanley November 2011 - August 2012
State of New Jersey Office of the Attorney General March 2011 - October 2011
U.S. House of Representatives March 2008 - May 2010
Van Ness Feldman, P.C. 2005 - 2008
Williams & Connolly LLP June 2003 - August 2005
U.S. Senate (HELP Committee) 2002 - 2003
Skills
Legal Research, Legal Writing, Corporate Law, Microsoft Office, Litigation, Employment Law, Mediation, Courts, Appeals, Trials, Research
Education
The Catholic University of America, Columbus School of Law 2006 — 2010
JD, Law
Georgetown University 1999 — 2003
Morgan Stanley April 2014 - Present
J.P. Morgan October 2013 - March 2014
Superior Court of New Jersey August 2012 - August 2013
Morgan Stanley November 2011 - August 2012
State of New Jersey Office of the Attorney General March 2011 - October 2011
U.S. House of Representatives March 2008 - May 2010
Van Ness Feldman, P.C. 2005 - 2008
Williams & Connolly LLP June 2003 - August 2005
U.S. Senate (HELP Committee) 2002 - 2003
Skills
Legal Research, Legal Writing, Corporate Law, Microsoft Office, Litigation, Employment Law, Mediation, Courts, Appeals, Trials, Research
Education
The Catholic University of America, Columbus School of Law 2006 — 2010
JD, Law
Georgetown University 1999 — 2003
Marshall Nevins's J.P. Morgan Experience May 2009 - September 2010
Job Vice President at Northwood Investors
Industry Real Estate
Experience
Northwood Investors LLC September 2010 - Present
J.P. Morgan May 2009 - September 2010
J.P. Morgan June 2008 - August 2008
Skills
Investment Banking, Equities, Real Estate, Valuation, Private Equity
Education
Georgetown University 2005 — 2009
B.S., Magna Cum Laude, Finance
Belmont Hill School 1999 — 2005
Northwood Investors LLC September 2010 - Present
J.P. Morgan May 2009 - September 2010
J.P. Morgan June 2008 - August 2008
Skills
Investment Banking, Equities, Real Estate, Valuation, Private Equity
Education
Georgetown University 2005 — 2009
B.S., Magna Cum Laude, Finance
Belmont Hill School 1999 — 2005
Harshal Patel's J.P. Morgan Experience Corporate Development Program AnalystJ.P. MorganJuly 2009 - March 2011
Job Student at Georgetown University
Industry Financial Services
Experience
J.P. Morgan Corporate Development Program AnalystJ.P. MorganJuly 2009 - March 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Financial Analysis
Education
Georgetown University 2005 — 2009
Bachelor's Degree, International Economics
J.P. Morgan Corporate Development Program AnalystJ.P. MorganJuly 2009 - March 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Financial Analysis
Education
Georgetown University 2005 — 2009
Bachelor's Degree, International Economics
Joslyn Urena's J.P. Morgan Experience April 2013 - Present
Job Associate Banker at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2013 - Present
J.P. Morgan November 2009 - April 2013
JPMorgan Chase December 2008 - June 2009
UBS Wealth Management June 2007 - August 2007
Education
Georgetown University 2003 — 2007
B.Sc., International Politics, International Business Diplomacy
University of Oxford 2006 — 2006
Comparative Srategic Management, Multinational Finance and International Marketing
J.P. Morgan April 2013 - Present
J.P. Morgan November 2009 - April 2013
JPMorgan Chase December 2008 - June 2009
UBS Wealth Management June 2007 - August 2007
Education
Georgetown University 2003 — 2007
B.Sc., International Politics, International Business Diplomacy
University of Oxford 2006 — 2006
Comparative Srategic Management, Multinational Finance and International Marketing
Yasmin Dahya's J.P. Morgan Experience August 2014 - Present
Job Vice President ETF Solutions at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan September 2012 - August 2014
J.P. Morgan June 2011 - August 2011
Goldman Sachs July 2007 - June 2010
Skills
ETFs, Strategy, Asset Management, Investment Management, Product Development, Product Strategy, Product Management, Product Launch, Product Marketing, Competitive Analysis, Business Development, Financial Markets, Wealth Management, Macroeconomics, Financial Services, Fixed Income, Bonds, Options, Sales, Sales Management, Strategic Planning, Process Improvement, Digital Innovation, Alternative Investments, Retirement Savings, Business Strategy
Education
Harvard Business School 2010 — 2012
MBA
Georgetown University 2003 — 2007
Bachelor of Science in Foreign Service, International Economics
J.P. Morgan August 2014 - Present
J.P. Morgan September 2012 - August 2014
J.P. Morgan June 2011 - August 2011
Goldman Sachs July 2007 - June 2010
Skills
ETFs, Strategy, Asset Management, Investment Management, Product Development, Product Strategy, Product Management, Product Launch, Product Marketing, Competitive Analysis, Business Development, Financial Markets, Wealth Management, Macroeconomics, Financial Services, Fixed Income, Bonds, Options, Sales, Sales Management, Strategic Planning, Process Improvement, Digital Innovation, Alternative Investments, Retirement Savings, Business Strategy
Education
Harvard Business School 2010 — 2012
MBA
Georgetown University 2003 — 2007
Bachelor of Science in Foreign Service, International Economics
Matthew Bouchard's J.P. Morgan Experience July 2013 - July 2015
Job Energy Trading Risk at NextEra Energy
Industry Oil & Energy
Experience
NextEra Energy Resources July 2015 - Present
Play Rugby USA January 2014 - Present
J.P. Morgan July 2013 - July 2015
Merrill Lynch August 2011 - July 2013
New York Mets June 2007 - March 2012
Skills
Series 7, Series 63, Microsoft Excel, Series 65, Microsoft Office, Microsoft Word, PowerPoint, Windows, Research, Outlook, Photoshop, Public Speaking, Thompson One, Bloomberg Terminal, Equity Derivatives, IPV, VBA, Risk Management, Quantitative Analytics, Financial Analysis, Equities, Financial Modeling, Investments, Finance, Fixed Income, Valuation, Investment Banking
Education
Georgetown University 2004 — 2012
Bachelor of Science (BS), Finance
NextEra Energy Resources July 2015 - Present
Play Rugby USA January 2014 - Present
J.P. Morgan July 2013 - July 2015
Merrill Lynch August 2011 - July 2013
New York Mets June 2007 - March 2012
Skills
Series 7, Series 63, Microsoft Excel, Series 65, Microsoft Office, Microsoft Word, PowerPoint, Windows, Research, Outlook, Photoshop, Public Speaking, Thompson One, Bloomberg Terminal, Equity Derivatives, IPV, VBA, Risk Management, Quantitative Analytics, Financial Analysis, Equities, Financial Modeling, Investments, Finance, Fixed Income, Valuation, Investment Banking
Education
Georgetown University 2004 — 2012
Bachelor of Science (BS), Finance
Jaclyn Leccese's J.P. Morgan Experience July 2011 - Present
Job Associate at JPMorgan
Industry Banking
Experience
J.P. Morgan July 2011 - Present
J.P. Morgan June 2010 - August 2010
NBA June 2009 - August 2009
Skanska Koch 2008 - 2008
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance, International Business
McGhee Center for Eastern Mediterranean Studies 2009 — 2009
The Chinese University of Hong Kong 2009 — 2009
J.P. Morgan July 2011 - Present
J.P. Morgan June 2010 - August 2010
NBA June 2009 - August 2009
Skanska Koch 2008 - 2008
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance, International Business
McGhee Center for Eastern Mediterranean Studies 2009 — 2009
The Chinese University of Hong Kong 2009 — 2009
Peter Reilly's J.P. Morgan Experience October 2008 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2008 - Present
Citi May 2003 - June 2008
Skills
Fixed Income, Investment Banking, Healthcare
Education
Georgetown University 1983 — 1987
BA, History
J.P. Morgan October 2008 - Present
Citi May 2003 - June 2008
Skills
Fixed Income, Investment Banking, Healthcare
Education
Georgetown University 1983 — 1987
BA, History
Brooks Hays, CFA's J.P. Morgan Experience May 2009 - June 2012
Job Associate at the Private Bank at J.P. Morgan
Industry Financial Services
Experience
Private Bank at J.P. Morgan June 2012 - Present
J.P. Morgan May 2009 - June 2012
JPMorgan 2008 - 2008
Skills
Valuation, Capital Markets, Financial Modeling, Equities, Series 7, Alternative Investments, Asset Management, Series 63, Financial Analysis, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2005 — 2009
B.S.B.A, Finance and International Business
Private Bank at J.P. Morgan June 2012 - Present
J.P. Morgan May 2009 - June 2012
JPMorgan 2008 - 2008
Skills
Valuation, Capital Markets, Financial Modeling, Equities, Series 7, Alternative Investments, Asset Management, Series 63, Financial Analysis, Portfolio Management
Education
Georgetown University - The McDonough School of Business 2005 — 2009
B.S.B.A, Finance and International Business
John Sise's J.P. Morgan Experience August 2011 - February 2014
Job Principal at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners February 2014 - Present
J.P. Morgan August 2011 - February 2014
Citadel Securities July 2010 - August 2011
Bear Stearns July 2007 - June 2008
Education
Georgetown University 2003 — 2007
BSBA, Finance & Accounting
Centerview Partners February 2014 - Present
J.P. Morgan August 2011 - February 2014
Citadel Securities July 2010 - August 2011
Bear Stearns July 2007 - June 2008
Education
Georgetown University 2003 — 2007
BSBA, Finance & Accounting
Devon Papandrew's J.P. Morgan Experience June 2013 - Present
Job Business Analyst at JPMorgan
Industry Information Technology and Services
Experience
J.P. Morgan June 2013 - Present
Education
Georgetown University
B.S., Physics, Economics
J.P. Morgan June 2013 - Present
Education
Georgetown University
B.S., Physics, Economics
Reid Maetani's J.P. Morgan Experience October 2014 - Present
Job Technology, Media & Telecom Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Center for Strategic and International Studies (CSIS) June 2011 - May 2013
Hovde Private Equity June 2012 - August 2012
Store4Summer April 2010 - May 2012
Clyde's Restaurant Group June 2011 - August 2011
Office of State Controller of California July 2010 - August 2010
Penguins July 2009 - August 2010
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BS in Business Administration, Accounting and Finance
Georgetown University
J.P. Morgan October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Center for Strategic and International Studies (CSIS) June 2011 - May 2013
Hovde Private Equity June 2012 - August 2012
Store4Summer April 2010 - May 2012
Clyde's Restaurant Group June 2011 - August 2011
Office of State Controller of California July 2010 - August 2010
Penguins July 2009 - August 2010
Education
Georgetown University - The McDonough School of Business 2009 — 2013
BS in Business Administration, Accounting and Finance
Georgetown University
Jonathan Mohraz's J.P. Morgan Experience June 2009 - February 2015
Job Vice President, Acquisitions & Development at Loews Hotels
Industry Hospitality
Experience
Loews Hotels March 2015 - Present
J.P. Morgan June 2009 - February 2015
Ernst & Young August 2001 - July 2007
Education
Tuck School of Business at Dartmouth
MBA
Georgetown University
BS
Loews Hotels March 2015 - Present
J.P. Morgan June 2009 - February 2015
Ernst & Young August 2001 - July 2007
Education
Tuck School of Business at Dartmouth
MBA
Georgetown University
BS
Peter Madonia's J.P. Morgan Experience
Job MD at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan
Skills
Corporate Finance, Investment Banking, Business Development, Equities, Derivatives, Fixed Income, Capital Markets, Private Equity, Structured Finance, Rates, Mergers & Acquisitions, Financial Structuring, Valuation, Financial Modeling
Education
Georgetown University
B.A., History
Thunderbird School of Global Management
Masters, International Business
J.P. Morgan
Skills
Corporate Finance, Investment Banking, Business Development, Equities, Derivatives, Fixed Income, Capital Markets, Private Equity, Structured Finance, Rates, Mergers & Acquisitions, Financial Structuring, Valuation, Financial Modeling
Education
Georgetown University
B.A., History
Thunderbird School of Global Management
Masters, International Business
Daniel Kenny's J.P. Morgan Experience June 2013 - Present
Job High Yield Credit Research at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2013 - Present
UBS June 2012 - June 2013
UBS July 2010 - June 2012
UBS June 2009 - August 2009
UBS July 2008 - August 2008
Moore Capital Management May 2008 - June 2008
Skills
Passed CFA Level III..., Credit Analysis, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Alternative Investments, Investments, Equity Valuation, Econometrics
Education
Georgetown University 2006 — 2010
B.A., Political Economy (Minor in English)
University College London, U. of London 2009 — 2009
Joint Affiliate Programme, Political Studies, English
Bergen Catholic High School 2002 — 2006
J.P. Morgan June 2013 - Present
UBS June 2012 - June 2013
UBS July 2010 - June 2012
UBS June 2009 - August 2009
UBS July 2008 - August 2008
Moore Capital Management May 2008 - June 2008
Skills
Passed CFA Level III..., Credit Analysis, Financial Modeling, Financial Analysis, Equity Research, Bloomberg, Alternative Investments, Investments, Equity Valuation, Econometrics
Education
Georgetown University 2006 — 2010
B.A., Political Economy (Minor in English)
University College London, U. of London 2009 — 2009
Joint Affiliate Programme, Political Studies, English
Bergen Catholic High School 2002 — 2006
Jay Hadley's J.P. Morgan Experience July 2015 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
Cornerstone Continuity Partners September 2014 - January 2015
J.P. Morgan June 2014 - August 2014
Pine Creek Partners February 2014 - June 2014
Mazama Capital Management June 2013 - July 2013
Eaton Vance May 2011 - April 2013
Eaton Vance January 2009 - April 2011
Kimpton Hotels October 2008 - December 2008
Complejo Creativo September 2006 - December 2006
Skills
Financial Modeling, Financial Analysis, Economics, Finance, Spanish, Accounting, Data Analysis, Leadership, Strategy, Investment Banking, Equity Research, Private Equity
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Western Washington University 2003 — 2008
B.A., Finance, International Business
J.P. Morgan July 2015 - Present
Cornerstone Continuity Partners September 2014 - January 2015
J.P. Morgan June 2014 - August 2014
Pine Creek Partners February 2014 - June 2014
Mazama Capital Management June 2013 - July 2013
Eaton Vance May 2011 - April 2013
Eaton Vance January 2009 - April 2011
Kimpton Hotels October 2008 - December 2008
Complejo Creativo September 2006 - December 2006
Skills
Financial Modeling, Financial Analysis, Economics, Finance, Spanish, Accounting, Data Analysis, Leadership, Strategy, Investment Banking, Equity Research, Private Equity
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (MBA)
Western Washington University 2003 — 2008
B.A., Finance, International Business
Courtney Liska's J.P. Morgan Experience February 2014 - Present
Job Vice President at J.P. Morgan CIB Learning & Development
Industry Human Resources
Experience
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 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
Jim Largey's J.P. Morgan Experience Managing DirectorJPMorgan1998 - Present
Job Senior Fiduciary Officer at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Managing DirectorJPMorgan1998 - Present
Skills
Asset Management
Education
Georgetown University Law Center 1990 — 1994
Doctor of Law (J.D.)
Georgetown University 1986 — 1990
Bachelor of Science in Foreign Service (B.S.F.S.), Diplomacy and International Security
J.P. Morgan Managing DirectorJPMorgan1998 - Present
Skills
Asset Management
Education
Georgetown University Law Center 1990 — 1994
Doctor of Law (J.D.)
Georgetown University 1986 — 1990
Bachelor of Science in Foreign Service (B.S.F.S.), Diplomacy and International Security
Geoffrey Fitzgerald's J.P. Morgan Experience 1992 - 2000
Job Head of Business Development at Longbow Capital Partners LP
Industry Financial Services
Experience
Longbow Capital Partners LP May 2013 - Present
Bracken Capital LLC 2008 - Present
LAMCO LLC January 2009 - July 2012
Lehman Brothers 2003 - 2007
Morgan Stanley 2000 - 2003
J.P. Morgan 1992 - 2000
Skills
Special Situations, Capital Markets, Alternative Investments, Structured Products, Derivatives, Fixed Income, Debt, Swaps, Asset Management, Trading, Hedging, Restructuring, Risk Management, Asset Managment, Hedge Funds, Equities, Investment Banking, Securities, Structured Finance, Financial Structuring, Financial Risk
Education
Georgetown University 1982 — 1986
Bachelor of Arts (B.A.), American Studies & Economics
Longbow Capital Partners LP May 2013 - Present
Bracken Capital LLC 2008 - Present
LAMCO LLC January 2009 - July 2012
Lehman Brothers 2003 - 2007
Morgan Stanley 2000 - 2003
J.P. Morgan 1992 - 2000
Skills
Special Situations, Capital Markets, Alternative Investments, Structured Products, Derivatives, Fixed Income, Debt, Swaps, Asset Management, Trading, Hedging, Restructuring, Risk Management, Asset Managment, Hedge Funds, Equities, Investment Banking, Securities, Structured Finance, Financial Structuring, Financial Risk
Education
Georgetown University 1982 — 1986
Bachelor of Arts (B.A.), American Studies & Economics
Victoria Morton's J.P. Morgan Experience January 1995 - May 1995
Job Publishing Professional
Industry Publishing
Experience
Time Inc. May 1995 - June 2002
J.P. Morgan January 1995 - May 1995
Kidder Peabody July 1993 - January 1995
Education
Georgetown University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Time Inc. May 1995 - June 2002
J.P. Morgan January 1995 - May 1995
Kidder Peabody July 1993 - January 1995
Education
Georgetown University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Eddy Daniels's J.P. Morgan Experience December 2009 - April 2013
Job Managing Director, General Counsel & Chief Compliance Officer at Panda Power Funds
Industry Oil & Energy
Experience
Panda Power Funds April 2013 - Present
J.P. Morgan December 2009 - April 2013
NRG Energy May 2005 - December 2009
Baker Botts 1997 - 2000
Baker Botts 1997 - 2000
Skills
Power Plant Development, Mergers & Acquisitions, Energy Transactions, Private Equity, Corporate Law, energy compliance, Due Diligence, Corporate Governance, Commercial Litigation, Project Finance, Management, Financial Modeling, Derivatives, Corporate Finance
Education
The University of Texas School of Law 1990 — 1993
Doctor of Law (J.D.), Law
Georgetown University 1987 — 1990
B.S.F.S., International Politics
Panda Power Funds April 2013 - Present
J.P. Morgan December 2009 - April 2013
NRG Energy May 2005 - December 2009
Baker Botts 1997 - 2000
Baker Botts 1997 - 2000
Skills
Power Plant Development, Mergers & Acquisitions, Energy Transactions, Private Equity, Corporate Law, energy compliance, Due Diligence, Corporate Governance, Commercial Litigation, Project Finance, Management, Financial Modeling, Derivatives, Corporate Finance
Education
The University of Texas School of Law 1990 — 1993
Doctor of Law (J.D.), Law
Georgetown University 1987 — 1990
B.S.F.S., International Politics
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.