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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22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Employee
Years
Job
Industry
Bria Taylor Bria Taylor's J.P. Morgan Experience
Job Teller at J.P. Morgan Chase
Industry Marketing and Advertising
Experience
J.P. Morgan
Skills
Social Media, Public Speaking
Education
Hampton University 2010 — 2014
J.P. Morgan
Skills
Social Media, Public Speaking
Education
Hampton University 2010 — 2014
Lauren Ivison Lauren Ivison's J.P. Morgan Experience February 2015 - Present
Job Associate Banker at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan February 2015 - Present
Skills
Private Equity, Corporate Development, Corporate Finance, Entrepreneurship, Due Diligence, Mergers, Venture Capital, Financial Modeling, Start-ups, M&A experience, Mergers & Acquisitions, Commercial Litigation, Business Strategy, Strategic Partnerships, Business Development, Executive Management, Management Consulting, Contract Negotiation, Joint Ventures, Business Planning, Valuation, Investments, Restructuring, Corporate Governance, Licensing, Corporate Law, Intellectual Property, Acquisitions
Education
University of Colorado School of Law 2005 — 2007
J.D., Law
University of California, Hastings College of the Law 2004 — 2005
Law
Hamilton College 1997 — 2001
B.A., Sociology, Spanish
J.P. Morgan February 2015 - Present
Skills
Private Equity, Corporate Development, Corporate Finance, Entrepreneurship, Due Diligence, Mergers, Venture Capital, Financial Modeling, Start-ups, M&A experience, Mergers & Acquisitions, Commercial Litigation, Business Strategy, Strategic Partnerships, Business Development, Executive Management, Management Consulting, Contract Negotiation, Joint Ventures, Business Planning, Valuation, Investments, Restructuring, Corporate Governance, Licensing, Corporate Law, Intellectual Property, Acquisitions
Education
University of Colorado School of Law 2005 — 2007
J.D., Law
University of California, Hastings College of the Law 2004 — 2005
Law
Hamilton College 1997 — 2001
B.A., Sociology, Spanish
Kevin Primat's J.P. Morgan Experience 2012 - 2012
Job Founder at Primed Technologies
Industry Computer Software
Experience
Primed Technologies July 2015 - Present
Primwest July 2013 - Present
J.P. Morgan 2012 - 2012
Schlumberger 2008 - 2008
Skills
JavaScript, Venture Capital, Architecture, Node.js, Project Management, AngularJS, Algorithms, Data Structures, Photoshop, Software Development, MongoDB, Digital Fabrication, jQuery, MySQL, Web Development, HTML, CSS, Python, SQL
Education
Hack Reactor 2014 — 2015
Computer Software Engineering
Architectural Association School of Architecture 2011 — 2013
ARB/RIBA Dip Part 2, Architecture
Architectural Association School of Architecture 2008 — 2011
ARB/RIBA Dip Part 1, Architecture
Primed Technologies July 2015 - Present
Primwest July 2013 - Present
J.P. Morgan 2012 - 2012
Schlumberger 2008 - 2008
Skills
JavaScript, Venture Capital, Architecture, Node.js, Project Management, AngularJS, Algorithms, Data Structures, Photoshop, Software Development, MongoDB, Digital Fabrication, jQuery, MySQL, Web Development, HTML, CSS, Python, SQL
Education
Hack Reactor 2014 — 2015
Computer Software Engineering
Architectural Association School of Architecture 2011 — 2013
ARB/RIBA Dip Part 2, Architecture
Architectural Association School of Architecture 2008 — 2011
ARB/RIBA Dip Part 1, Architecture
Kristi Arredondo Kristi Arredondo's J.P. Morgan Experience July 2014 - April 2015
Job Supervisory Manager at J.P. Morgan Securities LLC
Industry Banking
Experience
J.P. Morgan Securities LLC May 2015 - Present
J.P. Morgan July 2014 - April 2015
JPMorgan April 2010 - June 2014
J.P. Morgan November 2007 - April 2010
Ace Mortgage Funding June 2006 - October 2007
TXL Mortgage Corporation June 2004 - May 2006
Education
Gonzaga University 2011 — 2014
Master's Degree, Organizational Leadership
Texas A&M University - Mays Business School 2000 — 2004
Bachelor of Science, Marketing with a Certificate in International Business
Midway High School 1996 — 2000
J.P. Morgan Securities LLC May 2015 - Present
J.P. Morgan July 2014 - April 2015
JPMorgan April 2010 - June 2014
J.P. Morgan November 2007 - April 2010
Ace Mortgage Funding June 2006 - October 2007
TXL Mortgage Corporation June 2004 - May 2006
Education
Gonzaga University 2011 — 2014
Master's Degree, Organizational Leadership
Texas A&M University - Mays Business School 2000 — 2004
Bachelor of Science, Marketing with a Certificate in International Business
Midway High School 1996 — 2000
Clarisse Siu's J.P. Morgan Experience June 2009 - July 2013
Job Business Operations at LinkedIn
Industry Internet
Experience
LinkedIn July 2015 - Present
Harvard University September 2014 - May 2015
LinkedIn August 2014 - August 2014
Eventbrite May 2014 - July 2014
J.P. Morgan June 2009 - July 2013
Citi June 2007 - September 2007
Deloitte July 2006 - August 2006
Skills
Financial Analysis, Digital Media, Corporate Finance, Investment Banking, Economics, Valuation, Financial Modeling, Due Diligence, Internet, LBO, Capital Markets, Business Analysis, Client Prospecting, Project Management, Marketing, Sales
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Chicago 2005 — 2009
BS, BA, Mathematics, Economics
University of Toronto Schools 1999 — 2005
High School
LinkedIn July 2015 - Present
Harvard University September 2014 - May 2015
LinkedIn August 2014 - August 2014
Eventbrite May 2014 - July 2014
J.P. Morgan June 2009 - July 2013
Citi June 2007 - September 2007
Deloitte July 2006 - August 2006
Skills
Financial Analysis, Digital Media, Corporate Finance, Investment Banking, Economics, Valuation, Financial Modeling, Due Diligence, Internet, LBO, Capital Markets, Business Analysis, Client Prospecting, Project Management, Marketing, Sales
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Chicago 2005 — 2009
BS, BA, Mathematics, Economics
University of Toronto Schools 1999 — 2005
High School
Elizabeth Gill Elizabeth Gill's J.P. Morgan Experience June 2013 - August 2013
Job Associate at The Raine Group
Industry Financial Services
Experience
The Raine Group July 2014 - Present
J.P. Morgan June 2013 - August 2013
Eureka Growth Capital May 2012 - July 2012
Wells Fargo May 2011 - May 2012
Wells Fargo October 2009 - May 2011
Merrill Lynch July 2008 - October 2009
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Accounting and Finance
The Raine Group July 2014 - Present
J.P. Morgan June 2013 - August 2013
Eureka Growth Capital May 2012 - July 2012
Wells Fargo May 2011 - May 2012
Wells Fargo October 2009 - May 2011
Merrill Lynch July 2008 - October 2009
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Accounting and Finance
Andrew ElBardissi, MD Andrew ElBardissi, MD's J.P. Morgan Experience June 2011 - July 2013
Job Healthcare VC at Longitude Capital
Industry Venture Capital & Private Equity
Experience
Longitude Capital January 2014 - Present
Stanford University School of Medicine June 2013 - January 2014
J.P. Morgan June 2011 - July 2013
Harvard Medical School June 2008 - July 2012
Skills
Healthcare, Healthcare Information..., Data Analysis, Strategic Planning, Analysis, Management Consulting, Strategy, Entrepreneurship, Business Strategy, Financial Modeling, Corporate Finance, Market Research, Competitive Analysis, Due Diligence, Financial Analysis, Venture Capital, Investments, Medical Devices, Investment Banking, Clinical Research, Mergers & Acquisitions, Start-ups, Private Equity, Valuation
Education
Harvard Business School
MBA, Business
Harvard University School of Public Health
MPH, Quantitative Methods
Mayo Medical School
Doctor of Medicine (M.D.), Medicine
Longitude Capital January 2014 - Present
Stanford University School of Medicine June 2013 - January 2014
J.P. Morgan June 2011 - July 2013
Harvard Medical School June 2008 - July 2012
Skills
Healthcare, Healthcare Information..., Data Analysis, Strategic Planning, Analysis, Management Consulting, Strategy, Entrepreneurship, Business Strategy, Financial Modeling, Corporate Finance, Market Research, Competitive Analysis, Due Diligence, Financial Analysis, Venture Capital, Investments, Medical Devices, Investment Banking, Clinical Research, Mergers & Acquisitions, Start-ups, Private Equity, Valuation
Education
Harvard Business School
MBA, Business
Harvard University School of Public Health
MPH, Quantitative Methods
Mayo Medical School
Doctor of Medicine (M.D.), Medicine
Khobi Williamson Khobi Williamson's J.P. Morgan Experience May 2013 - August 2013
Job Professional Basketball Player at BIS Basket Speyer
Industry Sports
Experience
BIS Basket Speyer August 2014 - Present
Hampden-Sydney College September 2012 - September 2013
J.P. Morgan May 2013 - August 2013
Hampden-Sydney College August 2012 - May 2013
Gold Key Resorts May 2012 - August 2012
Skills
Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Social Media, Research, Fundraising, Event Planning, Physics, Customer Service, Data Analysis, Economics, Social Networking, Testing, Nonprofits, Marketing
Education
Hampden-Sydney College 2010 — 2014
Bachelor's degree, Physics
BIS Basket Speyer August 2014 - Present
Hampden-Sydney College September 2012 - September 2013
J.P. Morgan May 2013 - August 2013
Hampden-Sydney College August 2012 - May 2013
Gold Key Resorts May 2012 - August 2012
Skills
Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Social Media, Research, Fundraising, Event Planning, Physics, Customer Service, Data Analysis, Economics, Social Networking, Testing, Nonprofits, Marketing
Education
Hampden-Sydney College 2010 — 2014
Bachelor's degree, Physics
Demarkus George Demarkus George's J.P. Morgan Experience December 2011 - Present
Job Relationship Manager at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan December 2011 - Present
PNC Financial Services January 2010 - December 2011
US Navy May 2008 - August 2010
PNC May 2006 - August 2007
Skills
Portfolio Management, Cash Flow Analysis, Small Business Lending, Banking, Credit, Financial Analysis, Commercial Banking, Financial Modeling, Finance, Commercial Lending, Underwriting, Credit Analysis, Sales Management, Loans, Risk Management
Education
Hampton University
B.S>, Finance
J.P. Morgan December 2011 - Present
PNC Financial Services January 2010 - December 2011
US Navy May 2008 - August 2010
PNC May 2006 - August 2007
Skills
Portfolio Management, Cash Flow Analysis, Small Business Lending, Banking, Credit, Financial Analysis, Commercial Banking, Financial Modeling, Finance, Commercial Lending, Underwriting, Credit Analysis, Sales Management, Loans, Risk Management
Education
Hampton University
B.S>, Finance
Anish Pathipati's J.P. Morgan Experience June 2010 - August 2010
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Silver Lake Partners July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
CalSTRS (California State Teachers' Retirement System) June 2009 - August 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Economics with a Concentration in Finance
Mira Loma High School 2005 — 2008
Silver Lake Partners July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
CalSTRS (California State Teachers' Retirement System) June 2009 - August 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Economics with a Concentration in Finance
Mira Loma High School 2005 — 2008
Melissa Finister-Johnson, B.A., M.A.'s J.P. Morgan Experience June 2011 - Present
Job Senior Operations Specialist at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan June 2011 - Present
Community Bridges, Inc. February 2008 - June 2011
Stage Department Store March 2006 - January 2008
Skills
Social Sciences, Sociology, Sociological Theory, Sociology Of Culture, Urban Sociology, Sociology of Religion, Social Skills, Sociology of Education, Financial Services, Mortgage Banking, Mortgage Servicing, Settlement, Mortgage Lending, Middle Office, Loans, Banking
Education
Grambling State University 2012 — 2014
Master's Degree, Social Sciences with a concentration in Sociology, 3.46
Grambling State University
Bachelor's Degree, Sociology
J.P. Morgan June 2011 - Present
Community Bridges, Inc. February 2008 - June 2011
Stage Department Store March 2006 - January 2008
Skills
Social Sciences, Sociology, Sociological Theory, Sociology Of Culture, Urban Sociology, Sociology of Religion, Social Skills, Sociology of Education, Financial Services, Mortgage Banking, Mortgage Servicing, Settlement, Mortgage Lending, Middle Office, Loans, Banking
Education
Grambling State University 2012 — 2014
Master's Degree, Social Sciences with a concentration in Sociology, 3.46
Grambling State University
Bachelor's Degree, Sociology
Will Horstman Will Horstman's J.P. Morgan Experience January 2015 - Present
Job J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
JPMorgan Chase February 2013 - January 2015
Bank of America Merrill Lynch October 2011 - February 2013
Bank of America April 2011 - October 2011
Bank of America July 2010 - April 2011
BREG International January 2008 - July 2010
Skills
Financial Analysis, Financial Modeling, Asset Management, Investments, Valuation, Portfolio Management
Education
The George Washington University - School of Business
Masters, Business Administration; International Business Finance
Hampden-Sydney College
Bachelor of Arts, History; Program
J.P. Morgan January 2015 - Present
JPMorgan Chase February 2013 - January 2015
Bank of America Merrill Lynch October 2011 - February 2013
Bank of America April 2011 - October 2011
Bank of America July 2010 - April 2011
BREG International January 2008 - July 2010
Skills
Financial Analysis, Financial Modeling, Asset Management, Investments, Valuation, Portfolio Management
Education
The George Washington University - School of Business
Masters, Business Administration; International Business Finance
Hampden-Sydney College
Bachelor of Arts, History; Program
Ryan Gentry's J.P. Morgan Experience January 2013 - Present
Job Officer Private Equity and Real Estate Services at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2013 - Present
JP Morgan Chase September 2010 - January 2013
Skills
REO, Portfolio Management, Mortgage Servicing, Real Estate, Foreclosures, Negotiation, Management, Default, Asset Management, Leadership, Valuation, Mortgage Lending, Disposition, Client Liason, Operations Management, Asset Managment, Loan Servicing, Loans, Loss Mitigation, Mortgage Banking
Education
Harding University
J.P. Morgan January 2013 - Present
JP Morgan Chase September 2010 - January 2013
Skills
REO, Portfolio Management, Mortgage Servicing, Real Estate, Foreclosures, Negotiation, Management, Default, Asset Management, Leadership, Valuation, Mortgage Lending, Disposition, Client Liason, Operations Management, Asset Managment, Loan Servicing, Loans, Loss Mitigation, Mortgage Banking
Education
Harding University
Kathryn Lightner Kathryn Lightner's J.P. Morgan Experience August 2012 - August 2014
Job Program Consultant
Industry Nonprofit Organization Management
Experience
Hebrew Educational Society June 2015 - Present
J.P. Morgan August 2012 - August 2014
J.P. Morgan October 2011 - January 2012
Brooklyn Cooperative Federal Credit Union (Grow Brooklyn Inc.) November 2007 - May 2011
Brooklyn Chamber of Comerce April 2005 - November 2007
Step By Step Early Learning Academy October 2002 - November 2007
PricewaterhouseCoopers April 2000 - October 2002
Deloitte September 1997 - April 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Program Management, Leadership, Management, Banking, Customer Service, Strategy, Analysis, Financial Services, Finance, Risk Management, Team Building, Business Analysis
Education
NYU Robert F. Wagner Graduate School of Public Service
Master's Degree, Information Technology/ Auditing
Uniondale High
New York University Wagner School of Public Policy
Master of Arts (MA), Information Technology / Auditing
Hampton University
Bachelor's of Arts, Mathematics
Hebrew Educational Society June 2015 - Present
J.P. Morgan August 2012 - August 2014
J.P. Morgan October 2011 - January 2012
Brooklyn Cooperative Federal Credit Union (Grow Brooklyn Inc.) November 2007 - May 2011
Brooklyn Chamber of Comerce April 2005 - November 2007
Step By Step Early Learning Academy October 2002 - November 2007
PricewaterhouseCoopers April 2000 - October 2002
Deloitte September 1997 - April 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Program Management, Leadership, Management, Banking, Customer Service, Strategy, Analysis, Financial Services, Finance, Risk Management, Team Building, Business Analysis
Education
NYU Robert F. Wagner Graduate School of Public Service
Master's Degree, Information Technology/ Auditing
Uniondale High
New York University Wagner School of Public Policy
Master of Arts (MA), Information Technology / Auditing
Hampton University
Bachelor's of Arts, Mathematics
Yinan (Aaron) Du's J.P. Morgan Experience 2003 - 2006
Job Serial Entrepreneur
Industry Internet
Experience
Delivering Happiness Group (Cayman) Ltd. / 24Quan.com 2009 - 2013
Kingdon Capital June 2008 - August 2008
Kohlberg Kravis Roberts & Co. 2006 - 2008
J.P. Morgan 2003 - 2006
Merrill Lynch June 2002 - August 2002
WR Hambrecht + Co January 2002 - February 2002
Skills
Problem Solving, Private Equity, Venture Capital, Engineering, Financial Modeling, Valuation, Leadership, Social Skills, Entrepreneurship, Strategy, Finance, Investment Banking, Emerging Markets, Business Strategy, Strategic Planning, Financial Analysis, Corporate Development, Product Management, Corporate Finance
Education
Harvard Business School 2008 — 2009
MBA, General Management
Massachusetts Institute of Technology 2001 — 2005
Master of Engineering (M.Eng.), Bachelor of Science (S.B.), 4.8/5.0
University of Cambridge 2003 — 2004
Economics, Electrical Engineering
Walnut High School 1999 — 2001
Tianjin Experimental High School 1995 — 1999
Delivering Happiness Group (Cayman) Ltd. / 24Quan.com 2009 - 2013
Kingdon Capital June 2008 - August 2008
Kohlberg Kravis Roberts & Co. 2006 - 2008
J.P. Morgan 2003 - 2006
Merrill Lynch June 2002 - August 2002
WR Hambrecht + Co January 2002 - February 2002
Skills
Problem Solving, Private Equity, Venture Capital, Engineering, Financial Modeling, Valuation, Leadership, Social Skills, Entrepreneurship, Strategy, Finance, Investment Banking, Emerging Markets, Business Strategy, Strategic Planning, Financial Analysis, Corporate Development, Product Management, Corporate Finance
Education
Harvard Business School 2008 — 2009
MBA, General Management
Massachusetts Institute of Technology 2001 — 2005
Master of Engineering (M.Eng.), Bachelor of Science (S.B.), 4.8/5.0
University of Cambridge 2003 — 2004
Economics, Electrical Engineering
Walnut High School 1999 — 2001
Tianjin Experimental High School 1995 — 1999
Erik Heyer Erik Heyer's J.P. Morgan Experience 1994 - 1995
Job Executive in Residence
Industry Education Management
Experience
Bridges Ventures October 2014 - Present
Capital Education Group May 2009 - Present
The Siena School June 2005 - Present
Victory Education Partners August 1999 - October 2004
New Mountain Capital 1999 - 2001
Goldman Sachs 1995 - 1997
J.P. Morgan 1994 - 1995
Skills
Applied Behavior..., Educational Leadership, Educational Consulting, K-12, Learning Disabilities, Asperger's, Charter Schools, Private Schools, School Districts, Education Reform, Distance Learning, Autism Spectrum..., Dyslexia, Private Equity, Venture Capital, Corporate Finance, Mergers & Acquisitions, Non-profit Leadership, Leadership, Program Management
Education
Harvard Business School
MBA
University of Virginia
BS, Systems Engineering
Bridges Ventures October 2014 - Present
Capital Education Group May 2009 - Present
The Siena School June 2005 - Present
Victory Education Partners August 1999 - October 2004
New Mountain Capital 1999 - 2001
Goldman Sachs 1995 - 1997
J.P. Morgan 1994 - 1995
Skills
Applied Behavior..., Educational Leadership, Educational Consulting, K-12, Learning Disabilities, Asperger's, Charter Schools, Private Schools, School Districts, Education Reform, Distance Learning, Autism Spectrum..., Dyslexia, Private Equity, Venture Capital, Corporate Finance, Mergers & Acquisitions, Non-profit Leadership, Leadership, Program Management
Education
Harvard Business School
MBA
University of Virginia
BS, Systems Engineering
Jesse Jackson, M.B.A's J.P. Morgan Experience October 2001 - March 2003
Job Senior Vice President at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank October 2013 - Present
Community Trust Bank August 2011 - October 2013
Federal Home Loan Bank of Dallas March 2003 - August 2011
J.P. Morgan October 2001 - March 2003
Federal Reserve Bank of Dallas September 1998 - October 2001
Wells Fargo Advisors June 1997 - September 1998
Skills
Banking, Credit Analysis, Commercial Banking, Commercial Lending, Loans, Consumer Lending, Small Business Lending, Mortgage Lending, Credit, Credit Risk, Retail Banking, Cash Management, Finance
Education
Graduate School of Banking at Louisiana State University 2013 — 2015
Graduate School of Banking
University of Dallas Graduate School of Management 2005 — 2006
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Texas Tech University - Rawls College of Business 2003 — 2004
Banking School
Grambling State University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Texas Capital Bank October 2013 - Present
Community Trust Bank August 2011 - October 2013
Federal Home Loan Bank of Dallas March 2003 - August 2011
J.P. Morgan October 2001 - March 2003
Federal Reserve Bank of Dallas September 1998 - October 2001
Wells Fargo Advisors June 1997 - September 1998
Skills
Banking, Credit Analysis, Commercial Banking, Commercial Lending, Loans, Consumer Lending, Small Business Lending, Mortgage Lending, Credit, Credit Risk, Retail Banking, Cash Management, Finance
Education
Graduate School of Banking at Louisiana State University 2013 — 2015
Graduate School of Banking
University of Dallas Graduate School of Management 2005 — 2006
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Texas Tech University - Rawls College of Business 2003 — 2004
Banking School
Grambling State University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Will Lundstrom Will Lundstrom's J.P. Morgan Experience June 2005 - February 2012
Job Investment Operations Specialist at Truepoint Wealth Counsel, an independent, feeonly wealth advisory firm
Industry Financial Services
Experience
Truepoint Wealth Counsel December 2012 - Present
Vantiv February 2012 - December 2012
J.P. Morgan June 2005 - February 2012
J.P. Morgan September 2008 - February 2010
J.P. Morgan April 2007 - September 2008
Skills
Supervisory Skills, Data Entry, Microsoft Office, Process Improvement, Problem Solving, Mutual Funds, Trading, Customer Relations, Business Analysis, Requirements Gathering, Operations Management, Customer Service, Visio
Education
Hanover College 2001 — 2005
Bachelor of Arts, Communication
Truepoint Wealth Counsel December 2012 - Present
Vantiv February 2012 - December 2012
J.P. Morgan June 2005 - February 2012
J.P. Morgan September 2008 - February 2010
J.P. Morgan April 2007 - September 2008
Skills
Supervisory Skills, Data Entry, Microsoft Office, Process Improvement, Problem Solving, Mutual Funds, Trading, Customer Relations, Business Analysis, Requirements Gathering, Operations Management, Customer Service, Visio
Education
Hanover College 2001 — 2005
Bachelor of Arts, Communication
Amelia Cai Amelia Cai's J.P. Morgan Experience June 2010 - August 2010
Job Junior Trader at Private Proprietary Hedge Fund
Industry International Affairs
Experience
Emigrant Bank Fine Art Finance, LLC June 2014 - August 2014
Sotheby's June 2013 - August 2013
Local Initiatives Support Corporation (LISC) May 2011 - August 2011
NYC Arts & Cultural Institutions, Various September 2008 - May 2011
J.P. Morgan June 2010 - August 2010
Penguin Group USA June 2009 - August 2009
Skills
Editing, PowerPoint, Research, Social Media, Public Speaking, Blogging, Creative Writing, Data Analysis, Event Planning, Spanish
Education
Prep for Prep
Contingent XXVI
The Dalton School 2004 — 2010
High School Diploma
Yale University 2010 — 2015
Bachelor of Arts, Humanities, Distinction in the Major
New York Film Academy
Harbin Institute of Technology
CET-Harbin, Advanced Modern Chinese
Tsinghua University
IUP, Advanced Modern Chinese
Emigrant Bank Fine Art Finance, LLC June 2014 - August 2014
Sotheby's June 2013 - August 2013
Local Initiatives Support Corporation (LISC) May 2011 - August 2011
NYC Arts & Cultural Institutions, Various September 2008 - May 2011
J.P. Morgan June 2010 - August 2010
Penguin Group USA June 2009 - August 2009
Skills
Editing, PowerPoint, Research, Social Media, Public Speaking, Blogging, Creative Writing, Data Analysis, Event Planning, Spanish
Education
Prep for Prep
Contingent XXVI
The Dalton School 2004 — 2010
High School Diploma
Yale University 2010 — 2015
Bachelor of Arts, Humanities, Distinction in the Major
New York Film Academy
Harbin Institute of Technology
CET-Harbin, Advanced Modern Chinese
Tsinghua University
IUP, Advanced Modern Chinese
Aean Williams Aean Williams's J.P. Morgan Experience June 2014 - Present
Job Compliance Analyst at J.P. Morgan
Industry Hospital & Health Care
Experience
J.P. Morgan June 2014 - Present
JP Morgan Chase October 2011 - Present
New York Presbyterian Hospital September 2010 - October 2011
Prestige Capital Corporation September 2009 - January 2010
Skills
Marketing, Microsoft Office, Event Planning, Social Promotion, Leadership, Internet, Communication, Customer Service, Data Analysis, Data Entry, Fundraising, Program Management, Research, Microsoft Excel, Time Management, Access, Project Management
Education
NYU 2012 — 2013
Project Management
Hampton University 2005 — 2009
Bachelor's degree, Sport and Fitness Administration/Management
Project Management Institute
Certified Associate in Project Management
J.P. Morgan June 2014 - Present
JP Morgan Chase October 2011 - Present
New York Presbyterian Hospital September 2010 - October 2011
Prestige Capital Corporation September 2009 - January 2010
Skills
Marketing, Microsoft Office, Event Planning, Social Promotion, Leadership, Internet, Communication, Customer Service, Data Analysis, Data Entry, Fundraising, Program Management, Research, Microsoft Excel, Time Management, Access, Project Management
Education
NYU 2012 — 2013
Project Management
Hampton University 2005 — 2009
Bachelor's degree, Sport and Fitness Administration/Management
Project Management Institute
Certified Associate in Project Management
Randall Westman Randall Westman's J.P. Morgan Experience January 2009 - September 2014
Job Director, Asset Backed Finance Group at Capital One
Industry Banking
Experience
Capital One February 2015 - Present
J.P. Morgan January 2009 - September 2014
J.P. Morgan January 2007 - December 2008
JP Morgan Chase June 2004 - December 2006
Skills
Fixed Income, Financial Modeling, Investment Banking, Corporate Finance, Portfolio Management, Financial Analysis, Investments, Asset Management, Due Diligence, Series 7, Bloomberg, Securities, Strategy, Risk Management, Capital Markets, Banking, Series 63, Financial Services, Credit Analysis, Structured Finance, Valuation, Strategic Planning, Structured Products, Mergers & Acquisitions, Business Strategy, Finance, Credit, Credit Risk, Financial Structuring, Loans, Securitization, Analysis, Financial Markets, Underwriting, ABS, Commercial Banking, Economics, Commercial Lending, Syndications, Analytics, Credit Cards, Cash Flow, Financial Institutions
Education
The University of Chicago Booth School of Business 2010 — 2013
MBA, Economics, Finance, Business Strategy
Hanken Svenska handelshögskolan 2004 — 2004
International Business
University of Wisconsin-Madison 1999 — 2003
Bachelors, Finance, Pre-medicine
American University of Rome 2001 — 2001
International Business
Miami University 1998 — 1999
Biology, Pre-medicine
Capital One February 2015 - Present
J.P. Morgan January 2009 - September 2014
J.P. Morgan January 2007 - December 2008
JP Morgan Chase June 2004 - December 2006
Skills
Fixed Income, Financial Modeling, Investment Banking, Corporate Finance, Portfolio Management, Financial Analysis, Investments, Asset Management, Due Diligence, Series 7, Bloomberg, Securities, Strategy, Risk Management, Capital Markets, Banking, Series 63, Financial Services, Credit Analysis, Structured Finance, Valuation, Strategic Planning, Structured Products, Mergers & Acquisitions, Business Strategy, Finance, Credit, Credit Risk, Financial Structuring, Loans, Securitization, Analysis, Financial Markets, Underwriting, ABS, Commercial Banking, Economics, Commercial Lending, Syndications, Analytics, Credit Cards, Cash Flow, Financial Institutions
Education
The University of Chicago Booth School of Business 2010 — 2013
MBA, Economics, Finance, Business Strategy
Hanken Svenska handelshögskolan 2004 — 2004
International Business
University of Wisconsin-Madison 1999 — 2003
Bachelors, Finance, Pre-medicine
American University of Rome 2001 — 2001
International Business
Miami University 1998 — 1999
Biology, Pre-medicine
Gog Boonswang Gog Boonswang's J.P. Morgan Experience 2010 - 2012
Job I provide recruiting and lead generation services for clients selling to highnetworth individuals
Industry Staffing and Recruiting
Experience
JJA Search 2012 - Present
J.P. Morgan 2010 - 2012
Summit Rock 2007 - 2010
Morgan Stanley 2004 - 2007
Goldman Sachs 1999 - 2002
ATP Tour, Inc. 1996 - 1999
Skills
Wealth Management, Wealth Management..., Investments, High Net Worth..., Business Development, Management, Asset Management, Alternative Investments, Hedge Funds, Private Equity, Equities, Portfolio Management, Asset Allocation, Venture Capital, Emerging Markets, Financial Modeling, Financial Services, Investment Banking, Due Diligence, Corporate Development, Capital Markets, New Business Development, Mergers & Acquisitions, Securities, Executive Search, Recruiting, Talent Acquisition, Talent Mining, Talent Management, Talent Pipelining, Strategy, Real Estate Marketing, Commercial Real Estate, Real Estate, Luxury Goods, Luxury Lifestyle, Luxury Brand Marketing, Casino Marketing, Crowdfunding, Sports Marketing, Luxury Travel, Jewelry, Entertainment Industry, Private Events, Private Aviation, Wine Sales, Cigars, Life Insurance, Business Networking, Social Networking
Education
Harvard Business School 2002 — 2004
MBA, Business Administration
Princeton University 1992 — 1996
AB, Psychology and Behavioral Finance
The Lawrenceville School 1989 — 1992
High School, High School/Secondary Diplomas and Certificates
JJA Search 2012 - Present
J.P. Morgan 2010 - 2012
Summit Rock 2007 - 2010
Morgan Stanley 2004 - 2007
Goldman Sachs 1999 - 2002
ATP Tour, Inc. 1996 - 1999
Skills
Wealth Management, Wealth Management..., Investments, High Net Worth..., Business Development, Management, Asset Management, Alternative Investments, Hedge Funds, Private Equity, Equities, Portfolio Management, Asset Allocation, Venture Capital, Emerging Markets, Financial Modeling, Financial Services, Investment Banking, Due Diligence, Corporate Development, Capital Markets, New Business Development, Mergers & Acquisitions, Securities, Executive Search, Recruiting, Talent Acquisition, Talent Mining, Talent Management, Talent Pipelining, Strategy, Real Estate Marketing, Commercial Real Estate, Real Estate, Luxury Goods, Luxury Lifestyle, Luxury Brand Marketing, Casino Marketing, Crowdfunding, Sports Marketing, Luxury Travel, Jewelry, Entertainment Industry, Private Events, Private Aviation, Wine Sales, Cigars, Life Insurance, Business Networking, Social Networking
Education
Harvard Business School 2002 — 2004
MBA, Business Administration
Princeton University 1992 — 1996
AB, Psychology and Behavioral Finance
The Lawrenceville School 1989 — 1992
High School, High School/Secondary Diplomas and Certificates
Todd Kauffman Todd Kauffman's J.P. Morgan Experience August 2012 - Present
Job Collateral Management Margin Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
Outback Steakhouse August 2009 - July 2014
JPMorgan Chase March 2011 - August 2012
Marcus & Millichap 2010 - 2011
Skills
Valuation, Risk Management, Portfolio Management, Equities, Capital Markets, Bloomberg, Financial Modeling, Financial Analysis, Investments, Management, Business Analysis, Leadership
Education
Drexel University - LeBow College of Business 2009 — 2012
Bachelor of Science (BS), Finance and Entrereneurship
Harrisburg Area Community College 2006 — 2009
Associates on Arts in Business Administration, Business Administration and Management, General
New York Institute of Finance
Finance - Margin
J.P. Morgan August 2012 - Present
Outback Steakhouse August 2009 - July 2014
JPMorgan Chase March 2011 - August 2012
Marcus & Millichap 2010 - 2011
Skills
Valuation, Risk Management, Portfolio Management, Equities, Capital Markets, Bloomberg, Financial Modeling, Financial Analysis, Investments, Management, Business Analysis, Leadership
Education
Drexel University - LeBow College of Business 2009 — 2012
Bachelor of Science (BS), Finance and Entrereneurship
Harrisburg Area Community College 2006 — 2009
Associates on Arts in Business Administration, Business Administration and Management, General
New York Institute of Finance
Finance - Margin
Kimberly Polony Kimberly Polony's J.P. Morgan Experience August 2013 - Present
Job Recruiter at JPMorgan
Industry Staffing and Recruiting
Experience
J.P. Morgan August 2013 - Present
TTI of USA, Inc June 2005 - July 2013
eclaro September 2003 - June 2005
Skills
Technical Recruiting, Contract Recruitment, Sourcing, Screening, Recruiting, Interviews, Talent Acquisition, Internet Recruiting, Applicant Tracking..., Vendor Management, Onboarding, Benefits Negotiation, SDLC, Cold Calling, Management, Staffing Services, Staff Augmentation, Business Analysis, Process Improvement, College Recruiting, Screening Resumes, Requirements Analysis, Microsoft Excel, Project Management, Customer Service, Visio, Executive Search, Negotiation, Account Management, SharePoint, Team Leadership, Time Management, Financial Services, Business Development, Human Resources, CareerBuilder, Extending Offers, Leadership, Employee Relations, Permanent Placement, IT Recruitment, HRIS, Program Management, Change Management, Talent Management, Microsoft Office, CRM, Pipelining, Social Networking, Taleo
Education
Governors State University 2000 — 2002
Masters of Business Administration (MBA)
Monmouth College 1995 — 1999
Bachelor of Arts (BA), Biology & Psychology
J.P. Morgan August 2013 - Present
TTI of USA, Inc June 2005 - July 2013
eclaro September 2003 - June 2005
Skills
Technical Recruiting, Contract Recruitment, Sourcing, Screening, Recruiting, Interviews, Talent Acquisition, Internet Recruiting, Applicant Tracking..., Vendor Management, Onboarding, Benefits Negotiation, SDLC, Cold Calling, Management, Staffing Services, Staff Augmentation, Business Analysis, Process Improvement, College Recruiting, Screening Resumes, Requirements Analysis, Microsoft Excel, Project Management, Customer Service, Visio, Executive Search, Negotiation, Account Management, SharePoint, Team Leadership, Time Management, Financial Services, Business Development, Human Resources, CareerBuilder, Extending Offers, Leadership, Employee Relations, Permanent Placement, IT Recruitment, HRIS, Program Management, Change Management, Talent Management, Microsoft Office, CRM, Pipelining, Social Networking, Taleo
Education
Governors State University 2000 — 2002
Masters of Business Administration (MBA)
Monmouth College 1995 — 1999
Bachelor of Arts (BA), Biology & Psychology
Marc A. White, Jr Marc A. White, Jr's J.P. Morgan Experience June 2005 - Present
Job Chief Executive Officer, New England
Industry Financial Services
Experience
J.P. Morgan June 2005 - Present
JPMorgan Chase 2005 - Present
Fleet Bank May 2001 - June 2005
Credit Suisse First Boston June 1985 - March 2001
Skills
Equities, Fixed Income, Investments, Management, Private Banking, Investment Management, Asset Management, Credit, High Net Worth..., Estate Planning
Education
Hamilton College 1975 — 1979
B.A., History
J.P. Morgan June 2005 - Present
JPMorgan Chase 2005 - Present
Fleet Bank May 2001 - June 2005
Credit Suisse First Boston June 1985 - March 2001
Skills
Equities, Fixed Income, Investments, Management, Private Banking, Investment Management, Asset Management, Credit, High Net Worth..., Estate Planning
Education
Hamilton College 1975 — 1979
B.A., History
Nicholas Dazzo Nicholas Dazzo's J.P. Morgan Experience September 1989 - July 1999
Job VP Origination at Koch Supply & Trading, LP
Industry Oil & Energy
Experience
Koch Supply & Trading, LP November 1999 - Present
J.P. Morgan September 1989 - July 1999
Education
New York University 1989 — 1992
M.A., Economics
Hamilton College 1982 — 1986
B.A., Geology
Westfield High School
Koch Supply & Trading, LP November 1999 - Present
J.P. Morgan September 1989 - July 1999
Education
New York University 1989 — 1992
M.A., Economics
Hamilton College 1982 — 1986
B.A., Geology
Westfield High School
Brittany Hogan Brittany Hogan's J.P. Morgan Experience June 2010 - Present
Job Personal Banker for J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan June 2010 - Present
United Bank of Michigan June 2008 - May 2010
J.Crew October 2007 - October 2008
Education
Grand Valley State University 2007 — 2011
Finance and Economics
J.P. Morgan June 2010 - Present
United Bank of Michigan June 2008 - May 2010
J.Crew October 2007 - October 2008
Education
Grand Valley State University 2007 — 2011
Finance and Economics
Rich Diodato Rich Diodato's J.P. Morgan Experience January 1993 - February 1997
Job Vice President at JPMorgan
Industry Banking
Experience
JPMorgan August 2006 - Present
JPMorganChase 1997 - August 2006
J.P. Morgan January 1993 - February 1997
J.P. Morgan September 1991 - December 1992
J.P. Morgan August 1989 - September 1991
PNC August 1988 - August 1989
Bank of Delaware May 1985 - July 1988
First Union May 1984 - May 1985
Skills
Accounting, Finance, Business Requirements, Requirements Gathering, Functional..., Financial Accounting, Software Requirements, System Requirements, Functional Design
Education
Guilford College 1980 — 1984
BS, Accounting
JPMorgan August 2006 - Present
JPMorganChase 1997 - August 2006
J.P. Morgan January 1993 - February 1997
J.P. Morgan September 1991 - December 1992
J.P. Morgan August 1989 - September 1991
PNC August 1988 - August 1989
Bank of Delaware May 1985 - July 1988
First Union May 1984 - May 1985
Skills
Accounting, Finance, Business Requirements, Requirements Gathering, Functional..., Financial Accounting, Software Requirements, System Requirements, Functional Design
Education
Guilford College 1980 — 1984
BS, Accounting
Brian O'Malley Brian O'Malley's J.P. Morgan Experience August 2010 - October 2011
Job Private Equity Analyst at Milestone Partners
Industry Venture Capital & Private Equity
Experience
Milestone Partners October 2014 - Present
BerchWood Partners December 2013 - October 2014
BerchWood Partners November 2011 - December 2013
J.P. Morgan August 2010 - October 2011
Education
Hamilton College 2006 — 2010
B.A., Government; Minor in Economics
Northfield Mount Hermon School 2005 — 2006
Downers Grove North High School 2001 — 2005
Milestone Partners October 2014 - Present
BerchWood Partners December 2013 - October 2014
BerchWood Partners November 2011 - December 2013
J.P. Morgan August 2010 - October 2011
Education
Hamilton College 2006 — 2010
B.A., Government; Minor in Economics
Northfield Mount Hermon School 2005 — 2006
Downers Grove North High School 2001 — 2005
Shivani Sood Shivani Sood's J.P. Morgan Experience June 2012 - August 2012
Job Lodging & Leisure Associate Analyst
Industry Capital Markets
Experience
Standard & Poor's July 2013 - Present
J.P. Morgan June 2012 - August 2012
US Trust, Bank of America Private Wealth Management January 2011 - May 2012
U.S. Trust, Bank of America Private Wealth Management February 2008 - January 2011
Skills
Investments, Financial Modeling, Equities, Fixed Income, Valuation, Writing, Equity Research, Investment Management, Financial Planning, Estate Planning, Portfolio Management, Mutual Funds, Analysis, Wealth Management..., Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Financial Instruments & Markets, Accounting
Hamilton College 2002 — 2006
Economics, Spanish
Standard & Poor's July 2013 - Present
J.P. Morgan June 2012 - August 2012
US Trust, Bank of America Private Wealth Management January 2011 - May 2012
U.S. Trust, Bank of America Private Wealth Management February 2008 - January 2011
Skills
Investments, Financial Modeling, Equities, Fixed Income, Valuation, Writing, Equity Research, Investment Management, Financial Planning, Estate Planning, Portfolio Management, Mutual Funds, Analysis, Wealth Management..., Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Financial Instruments & Markets, Accounting
Hamilton College 2002 — 2006
Economics, Spanish
Kevin Fetsick's J.P. Morgan Experience July 2014 - September 2015
Job AML Investigations Officer at HSBC
Industry Banking
Experience
HSBC September 2015 - Present
J.P. Morgan July 2014 - September 2015
AlliedBarton Security Services January 2014 - July 2014
Philadelphia Adult Probation June 2013 - August 2013
Skills
Microsoft Word, Windows, Customer Service, Public Speaking, Criminology, Criminal Justice, Research, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Social Media, Leadership, Time Management
Education
Neumann University 2014 — 2016
Master's degree, Forensic Accounting and Fraud Detection
Gwynedd-Mercy College 2009 — 2013
Bachelor's degree, Criminal Justice
HSBC September 2015 - Present
J.P. Morgan July 2014 - September 2015
AlliedBarton Security Services January 2014 - July 2014
Philadelphia Adult Probation June 2013 - August 2013
Skills
Microsoft Word, Windows, Customer Service, Public Speaking, Criminology, Criminal Justice, Research, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Social Media, Leadership, Time Management
Education
Neumann University 2014 — 2016
Master's degree, Forensic Accounting and Fraud Detection
Gwynedd-Mercy College 2009 — 2013
Bachelor's degree, Criminal Justice
Angel Solis's J.P. Morgan Experience July 2011 - August 2013
Job Investment Professional at Prospect Capital Management
Industry Venture Capital & Private Equity
Experience
Prospect Capital Management August 2013 - Present
J.P. Morgan July 2011 - August 2013
J.P. Morgan July 2006 - August 2009
Skills
Investment Banking, Fixed Income, Capital Markets, Financial Analysis, Investment Management, Credit Analysis, Derivatives, Credit, High Yield, Corporate Finance, Due Diligence, Mergers, Restructuring, Business Valuation
Education
Harvard Business School 2009 — 2011
MBA, Distinction
Massachusetts Institute of Technology 2002 — 2006
B.S., Physics / B.S., Mathematics
Prospect Capital Management August 2013 - Present
J.P. Morgan July 2011 - August 2013
J.P. Morgan July 2006 - August 2009
Skills
Investment Banking, Fixed Income, Capital Markets, Financial Analysis, Investment Management, Credit Analysis, Derivatives, Credit, High Yield, Corporate Finance, Due Diligence, Mergers, Restructuring, Business Valuation
Education
Harvard Business School 2009 — 2011
MBA, Distinction
Massachusetts Institute of Technology 2002 — 2006
B.S., Physics / B.S., Mathematics
David A. Miley David A. Miley's J.P. Morgan Experience April 2013 - July 2013
Job Paralegal / Contracts Database Specialist at Ariel Investments
Industry Financial Services
Experience
Special Counsel June 2014 - November 2014
Robert Half Legal November 2013 - April 2014
Kforce April 2013 - November 2013
J.P. Morgan April 2013 - July 2013
Avila Law Group June 2006 - February 2013
Plante Moran 2006 - 2012
Update Legal March 2007 - April 2007
Hudson September 2005 - June 2006
Schreiber Legal Staffing January 2005 - September 2005
DLA Piper September 2004 - January 2005
Skills
Litigation Support, Access Database, Microsoft Excel, Legal Research, Lexis, Westlaw, Document Review, Employment Law, Legal Writing, Estate Planning, PowerPoint, Training, Policy, Microsoft Word, Pleadings, Legal Support Services, PACER, Project Management, Comparative Analysis, E-file, ECF, Microsoft Office 2007, Pivot Tables, Meeting Planning, Travel Arrangements, Relational Databases, E-Discovery Consulting, Family Law, AIA Documents, Contract Law, Bankruptcy
Education
University of Tulsa 2001 — 2003
Juris Doctor, Law
Governors State University 2001 — 2001
Bachelor of Arts, History
University of Illinois at Chicago 1998 — 2000
History
Special Counsel June 2014 - November 2014
Robert Half Legal November 2013 - April 2014
Kforce April 2013 - November 2013
J.P. Morgan April 2013 - July 2013
Avila Law Group June 2006 - February 2013
Plante Moran 2006 - 2012
Update Legal March 2007 - April 2007
Hudson September 2005 - June 2006
Schreiber Legal Staffing January 2005 - September 2005
DLA Piper September 2004 - January 2005
Skills
Litigation Support, Access Database, Microsoft Excel, Legal Research, Lexis, Westlaw, Document Review, Employment Law, Legal Writing, Estate Planning, PowerPoint, Training, Policy, Microsoft Word, Pleadings, Legal Support Services, PACER, Project Management, Comparative Analysis, E-file, ECF, Microsoft Office 2007, Pivot Tables, Meeting Planning, Travel Arrangements, Relational Databases, E-Discovery Consulting, Family Law, AIA Documents, Contract Law, Bankruptcy
Education
University of Tulsa 2001 — 2003
Juris Doctor, Law
Governors State University 2001 — 2001
Bachelor of Arts, History
University of Illinois at Chicago 1998 — 2000
History
Norman Pierce Norman Pierce's J.P. Morgan Experience June 2005 - September 2007
Job Technology Education
Industry Higher Education
Experience
Jeff Flowers Architects August 2012 - July 2013
Red Clay Consolidated School District January 2010 - May 2012
City of Norfolk Neighborhood Design and Resource Center May 2008 - May 2009
Jeff Flowers Architects April 2007 - September 2007
J.P. Morgan June 2005 - September 2007
Skills
Autodesk Revit, AutoCAD, Graphic Design, Physical Modeling, Hand Rendering, Administrative Support, Construction Documents, Contract Management, 3D Studio Max, SketchUp, Adobe Creative Suite, Microsoft Office, Rendering, Architectural Drawings, Revit, Illustration, Design Research
Education
Hampton University 2004 — 2009
Masters, Architecture
Jeff Flowers Architects August 2012 - July 2013
Red Clay Consolidated School District January 2010 - May 2012
City of Norfolk Neighborhood Design and Resource Center May 2008 - May 2009
Jeff Flowers Architects April 2007 - September 2007
J.P. Morgan June 2005 - September 2007
Skills
Autodesk Revit, AutoCAD, Graphic Design, Physical Modeling, Hand Rendering, Administrative Support, Construction Documents, Contract Management, 3D Studio Max, SketchUp, Adobe Creative Suite, Microsoft Office, Rendering, Architectural Drawings, Revit, Illustration, Design Research
Education
Hampton University 2004 — 2009
Masters, Architecture
Marc Pollina's J.P. Morgan Experience 2010 - Present
Job Private Wealth Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2010 - Present
Morgan Stanley 2006 - 2009
Schneider Associates 2004 - 2006
StorageZip Technologies 2001 - 2004
Skills
Series 7, New Business Development, Investments, Portfolio Management, Strategic Planning
Education
Hampden-Sydney College 1987 — 1990
BA, English
Syracuse University
J.P. Morgan 2010 - Present
Morgan Stanley 2006 - 2009
Schneider Associates 2004 - 2006
StorageZip Technologies 2001 - 2004
Skills
Series 7, New Business Development, Investments, Portfolio Management, Strategic Planning
Education
Hampden-Sydney College 1987 — 1990
BA, English
Syracuse University
Alison Bichler Alison Bichler's J.P. Morgan Experience April 2010 - Present
Job Trainer at taco time
Industry Government Relations
Experience
J.P. Morgan April 2010 - Present
taco time March 2007 - Present
Taco Time March 2007 - Present
Seattle Sun Tan December 2008 - June 2010
Redhawk Construction May 2006 - August 2006
Education
Green River Community College 2008 — 2010
Business Management
Tahoma Senior High School
I
J.P. Morgan April 2010 - Present
taco time March 2007 - Present
Taco Time March 2007 - Present
Seattle Sun Tan December 2008 - June 2010
Redhawk Construction May 2006 - August 2006
Education
Green River Community College 2008 — 2010
Business Management
Tahoma Senior High School
I
Josh Adams, MBA, CPA, CGMA Josh Adams, MBA, CPA, CGMA's J.P. Morgan Experience May 2002 - January 2004
Job Assistant Controller at Summit Healthcare Regional Medical Center
Industry Accounting
Experience
Northland Pioneer College January 2015 - Present
Summit Healthcare Regional Medical Center September 2014 - Present
Summit Healthcare October 2012 - September 2014
Summit Healthcare June 2009 - October 2012
Schmidt Westergard & Company, PLLC September 2008 - June 2009
MedPro May 2006 - September 2008
PRG-Schultz May 2005 - May 2006
University of Phoenix January 2004 - May 2005
J.P. Morgan May 2002 - January 2004
Skills
Quickbooks, Financial Reporting, Financial Analysis, Budgeting, Payroll, QuickBooks, Accounting, Financial Statements, Treasury Management, Budgets, CPA, Fixed Assets, Finance, Leadership, Auditing, Balance, Accounts Payable, Analysis, Invoicing, Nonprofits, Management, Journal Entries, Microsoft Excel, GAAP, General Ledger
Education
Grand Canyon University 2006 — 2008
MBA, Accounting
University of Phoenix 2004 — 2005
Bachelors, Business Finance
Scottsdale Community College 2002 — 2003
Associates, Business
Northland Pioneer College 1998 — 1998
General
Show Low High School 1994 — 1998
Diploma, General
Northland Pioneer College January 2015 - Present
Summit Healthcare Regional Medical Center September 2014 - Present
Summit Healthcare October 2012 - September 2014
Summit Healthcare June 2009 - October 2012
Schmidt Westergard & Company, PLLC September 2008 - June 2009
MedPro May 2006 - September 2008
PRG-Schultz May 2005 - May 2006
University of Phoenix January 2004 - May 2005
J.P. Morgan May 2002 - January 2004
Skills
Quickbooks, Financial Reporting, Financial Analysis, Budgeting, Payroll, QuickBooks, Accounting, Financial Statements, Treasury Management, Budgets, CPA, Fixed Assets, Finance, Leadership, Auditing, Balance, Accounts Payable, Analysis, Invoicing, Nonprofits, Management, Journal Entries, Microsoft Excel, GAAP, General Ledger
Education
Grand Canyon University 2006 — 2008
MBA, Accounting
University of Phoenix 2004 — 2005
Bachelors, Business Finance
Scottsdale Community College 2002 — 2003
Associates, Business
Northland Pioneer College 1998 — 1998
General
Show Low High School 1994 — 1998
Diploma, General
Brian Goodman Brian Goodman's J.P. Morgan Experience September 2012 - February 2014
Job Chief Technology Officer at Kalibri Labs
Industry Computer Software
Experience
Kalibri Labs, LLC May 2015 - Present
MongoDB March 2014 - May 2015
J.P. Morgan September 2012 - February 2014
IBM 2009 - August 2012
IBM 2008 - 2012
IBM 2006 - 2008
IBM 2005 - 2006
IBM 2004 - 2005
IBM 2003 - 2004
IBM 2001 - 2003
Skills
Cloud Computing, Software Development, Social Software, Innovation Management, Team Leadership, Enterprise Architecture, Innovation, Agile Methodologies, IT Strategy, SaaS, SOA, Web Services, Architecture, Enterprise Software, Integration, Solution Architecture, Distributed Systems, Technical Leadership, Application Architecture, Software Project..., IT Service Management, Business Intelligence, System Architecture, Web Applications, User Experience, Strategy, Requirements Analysis, Virtualization, Software Engineering, Thought Leadership, Patents, Architectures, Big Data, Design Patterns, High Availability
Education
Hampshire College 1994 — 1998
Bachelor of Arts, Computer Science, Psychology and Design
Kalibri Labs, LLC May 2015 - Present
MongoDB March 2014 - May 2015
J.P. Morgan September 2012 - February 2014
IBM 2009 - August 2012
IBM 2008 - 2012
IBM 2006 - 2008
IBM 2005 - 2006
IBM 2004 - 2005
IBM 2003 - 2004
IBM 2001 - 2003
Skills
Cloud Computing, Software Development, Social Software, Innovation Management, Team Leadership, Enterprise Architecture, Innovation, Agile Methodologies, IT Strategy, SaaS, SOA, Web Services, Architecture, Enterprise Software, Integration, Solution Architecture, Distributed Systems, Technical Leadership, Application Architecture, Software Project..., IT Service Management, Business Intelligence, System Architecture, Web Applications, User Experience, Strategy, Requirements Analysis, Virtualization, Software Engineering, Thought Leadership, Patents, Architectures, Big Data, Design Patterns, High Availability
Education
Hampshire College 1994 — 1998
Bachelor of Arts, Computer Science, Psychology and Design
David Miller David Miller's J.P. Morgan Experience June 2013 - August 2013
Job Associate at Loeb Partners
Industry Financial Services
Experience
Loeb Partners July 2014 - Present
InsightSquared October 2013 - June 2014
J.P. Morgan June 2013 - August 2013
IBM December 2011 - August 2012
IBM November 2009 - December 2011
IBM July 2008 - October 2009
Hamilton Sundstrand May 2007 - August 2007
Industrial Construction Company May 2006 - August 2006
Skills
Financial Modeling, Business Development, Forecasting, Strategy, Analytics, Start-ups, Mergers & Acquisitions, Strategic Planning, SaaS, Budgets, Investments, Cloud Computing, Sales, Investment Banking, Financial Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Connecticut 2004 — 2008
BS, Finance
CFA Institute
Passed Level 1
Loeb Partners July 2014 - Present
InsightSquared October 2013 - June 2014
J.P. Morgan June 2013 - August 2013
IBM December 2011 - August 2012
IBM November 2009 - December 2011
IBM July 2008 - October 2009
Hamilton Sundstrand May 2007 - August 2007
Industrial Construction Company May 2006 - August 2006
Skills
Financial Modeling, Business Development, Forecasting, Strategy, Analytics, Start-ups, Mergers & Acquisitions, Strategic Planning, SaaS, Budgets, Investments, Cloud Computing, Sales, Investment Banking, Financial Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Connecticut 2004 — 2008
BS, Finance
CFA Institute
Passed Level 1
Stacey Facter Stacey Facter's J.P. Morgan Experience February 2010 - June 2013
Job SVP Trade Products at BAFTIFSA
Industry Banking
Experience
BAFT-IFSA July 2013 - Present
J.P. Morgan February 2010 - June 2013
J.P. Morgan January 2008 - January 2010
J.P. Morgan January 2002 - December 2007
Education
NYU Stern School of Business 1983 — 1987
MBA, Finance & International Business
Grinnell College
BA, French
BAFT-IFSA July 2013 - Present
J.P. Morgan February 2010 - June 2013
J.P. Morgan January 2008 - January 2010
J.P. Morgan January 2002 - December 2007
Education
NYU Stern School of Business 1983 — 1987
MBA, Finance & International Business
Grinnell College
BA, French
Ana Sebok Ana Sebok's J.P. Morgan Experience March 2002 - December 2005
Job BrokerRealtor at Coldwell & Banker
Industry Real Estate
Experience
Coldwell & Banker Residential April 2010 - Present
J.P. Morgan March 2002 - December 2005
Skills
SFR, Investors, ABR, Referrals
Education
Governors State University 1995 — 1997
Bachelor's degree, Bussiness and Technology
GSU 1978 — 1982
BA, Business & Technology
Coldwell & Banker Residential April 2010 - Present
J.P. Morgan March 2002 - December 2005
Skills
SFR, Investors, ABR, Referrals
Education
Governors State University 1995 — 1997
Bachelor's degree, Bussiness and Technology
GSU 1978 — 1982
BA, Business & Technology
Anna Verlinsky Anna Verlinsky's J.P. Morgan Experience June 2010 - Present
Job contractor for application development at JP Morgan Chase
Industry Telecommunications
Experience
J.P. Morgan June 2010 - Present
Intrado, Inc May 2001 - June 2009
Lucent Technologies March 2000 - May 2001
Business Industrial Resources July 1998 - March 2000
Education
Business Industrial Resources
UNIX/C
Catalyst
Java Training
Harper College
C++ Training, Java Training
National Academy of Management
B.S., Financial Management
Technocomp Software Solutions
Oracle/SQL/Database Training
J.P. Morgan June 2010 - Present
Intrado, Inc May 2001 - June 2009
Lucent Technologies March 2000 - May 2001
Business Industrial Resources July 1998 - March 2000
Education
Business Industrial Resources
UNIX/C
Catalyst
Java Training
Harper College
C++ Training, Java Training
National Academy of Management
B.S., Financial Management
Technocomp Software Solutions
Oracle/SQL/Database Training
Frederick Bard Frederick Bard's J.P. Morgan Experience January 1993 - January 1994
Job Image Management & Print Production
Industry Graphic Design
Experience
Frederick Bard January 1994 - Present
Momentum 2007 - 2010
Eziba.com January 2000 - March 2005
J.P. Morgan January 1993 - January 1994
Frankfurt Balkind 1991 - 1993
Angotti, Thomas, Hedge 1989 - 1991
Anderson & Lembke, Inc January 1987 - January 1990
ASTA 1980 - 1982
ASTA 1980 - 1982
ASTA 1980 - 1982
Skills
Print Production, Print Production..., Retouching, Pre-press, Catalogs, Advertising, Posters, Outdoor Advertising, Layout, Adobe Creative Suite, InDesign, Photoshop, Image Manipulation, Creative Direction, Image Editing, Mac, Photography, Brochures, Direct Mail, Typography, Art Direction, Corporate Identity, Brand Development, Branding & Identity, Corporate Branding, Logo Design, Concept Development, Interaction Design, Packaging, Graphic Design, Integrated Marketing, Illustration, Copywriting
Education
Hamilton College
Frederick Bard January 1994 - Present
Momentum 2007 - 2010
Eziba.com January 2000 - March 2005
J.P. Morgan January 1993 - January 1994
Frankfurt Balkind 1991 - 1993
Angotti, Thomas, Hedge 1989 - 1991
Anderson & Lembke, Inc January 1987 - January 1990
ASTA 1980 - 1982
ASTA 1980 - 1982
ASTA 1980 - 1982
Skills
Print Production, Print Production..., Retouching, Pre-press, Catalogs, Advertising, Posters, Outdoor Advertising, Layout, Adobe Creative Suite, InDesign, Photoshop, Image Manipulation, Creative Direction, Image Editing, Mac, Photography, Brochures, Direct Mail, Typography, Art Direction, Corporate Identity, Brand Development, Branding & Identity, Corporate Branding, Logo Design, Concept Development, Interaction Design, Packaging, Graphic Design, Integrated Marketing, Illustration, Copywriting
Education
Hamilton College
So Young Park So Young Park's J.P. Morgan Experience December 2006 - February 2007
Job Harris School of Public Policy, University of Chicago 학생
Industry Public Policy
Experience
Taproot Foundation November 2012 - June 2013
Harris School of Public Policy September 2012 - September 2012
Kim & Kim Law Offices May 2012 - September 2012
Graduate School of International Studies, Yonsei University August 2011 - September 2011
Ewha Womans University September 2008 - December 2009
Kim&Kim Law Offices January 2007 - April 2009
J.P. Morgan December 2006 - February 2007
Financial Institutions Group, BNP Paribas July 2006 - August 2006
Skills
Public Policy, Policy Analysis, Stata, Policy, Politics, Program Evaluation, Government, Non-profits, Research, Political Science, Community Outreach, Economic Development, Qualitative Research, Policy Research, Economics
Education
University of Illinois at Urbana-Champaign 2015 — 2018
Juris Doctor (J.D.)
Harris School of Public Policy at the University of Chicago 2011 — 2013
MPP
연세대학교 / Yonsei University 2010 — 2012
Interntional Trade and Finance, Master of Arts (M.A.)
Ewha Womans University Seoul 2006 — 2010
International Law & Relations; Business Administration, B.A
Taproot Foundation November 2012 - June 2013
Harris School of Public Policy September 2012 - September 2012
Kim & Kim Law Offices May 2012 - September 2012
Graduate School of International Studies, Yonsei University August 2011 - September 2011
Ewha Womans University September 2008 - December 2009
Kim&Kim Law Offices January 2007 - April 2009
J.P. Morgan December 2006 - February 2007
Financial Institutions Group, BNP Paribas July 2006 - August 2006
Skills
Public Policy, Policy Analysis, Stata, Policy, Politics, Program Evaluation, Government, Non-profits, Research, Political Science, Community Outreach, Economic Development, Qualitative Research, Policy Research, Economics
Education
University of Illinois at Urbana-Champaign 2015 — 2018
Juris Doctor (J.D.)
Harris School of Public Policy at the University of Chicago 2011 — 2013
MPP
연세대학교 / Yonsei University 2010 — 2012
Interntional Trade and Finance, Master of Arts (M.A.)
Ewha Womans University Seoul 2006 — 2010
International Law & Relations; Business Administration, B.A
Juan Carlos Corzo's J.P. Morgan Experience December 2014 - Present
Job Vault Teller at J.P. Morgan
Industry Banking
Anthony Mark Garcia Anthony Mark Garcia's J.P. Morgan Experience 2008 - 2008
Job Policy Advisor at ISS | Corporate Governance and Proxy Voting
Industry Legal Services
Experience
ISS Institutional Shareholder Services 2015 - Present
FactSet 2014 - 2015
S2 Filings 2014 - 2014
The Pingry School 2013 - 2014
Human Rights Watch 2013 - 2013
International Criminal Court 2012 - 2013
Office of the Public Defender, NJ 2011 - 2011
The Alexander Hamilton Institute 2010 - 2010
J.P. Morgan 2008 - 2008
Skills
International Relations, Government, Analysis, Courts, Criminal Law, Corporate Governance, Shareholder Activism, Strategic M&A, Legal Compliance, Regulatory Compliance, Legal Research, Proxy Contests
Education
Vanderbilt University Law School 2010 — 2013
Doctor of Law (J.D.)
Hamilton College 2006 — 2010
Bachelor of Arts (B.A.), Economics and Hispanic Studies
The Pingry School 2002 — 2006
High School
ISS Institutional Shareholder Services 2015 - Present
FactSet 2014 - 2015
S2 Filings 2014 - 2014
The Pingry School 2013 - 2014
Human Rights Watch 2013 - 2013
International Criminal Court 2012 - 2013
Office of the Public Defender, NJ 2011 - 2011
The Alexander Hamilton Institute 2010 - 2010
J.P. Morgan 2008 - 2008
Skills
International Relations, Government, Analysis, Courts, Criminal Law, Corporate Governance, Shareholder Activism, Strategic M&A, Legal Compliance, Regulatory Compliance, Legal Research, Proxy Contests
Education
Vanderbilt University Law School 2010 — 2013
Doctor of Law (J.D.)
Hamilton College 2006 — 2010
Bachelor of Arts (B.A.), Economics and Hispanic Studies
The Pingry School 2002 — 2006
High School
Jeff Ferris Jeff Ferris's J.P. Morgan Experience 2001 - 2004
Job Director, Head of Credit Asset Management Americas at UniCredit Bank AG
Industry Financial Services
Experience
UniCredit Bank AG 2011 - Present
UniCredit Bank AG 2007 - 2010
UniCredit Bank AG 2005 - 2006
J.P. Morgan 2001 - 2004
J.P. Morgan 2000 - 2001
J.P. Morgan 1997 - 1999
Skills
Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Equities, Portfolio Management, Investments, Finance, Valuation, Hedge Funds, Strategy, Derivatives, Asset Managment, Series 63, Series 7, Private Equity, Alternative Investments, Financial Services
Education
Hamilton College 1990 — 1994
Bachelor’s Degree, Economics and Government
Charterhouse School 1989 — 1990
High School
Phillips Academy (Andover) 1986 — 1989
High School
UniCredit Bank AG 2011 - Present
UniCredit Bank AG 2007 - 2010
UniCredit Bank AG 2005 - 2006
J.P. Morgan 2001 - 2004
J.P. Morgan 2000 - 2001
J.P. Morgan 1997 - 1999
Skills
Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Equities, Portfolio Management, Investments, Finance, Valuation, Hedge Funds, Strategy, Derivatives, Asset Managment, Series 63, Series 7, Private Equity, Alternative Investments, Financial Services
Education
Hamilton College 1990 — 1994
Bachelor’s Degree, Economics and Government
Charterhouse School 1989 — 1990
High School
Phillips Academy (Andover) 1986 — 1989
High School
David Kimmel David Kimmel's J.P. Morgan Experience 1995 - 2002
Job CEO at CyberRiskPartners
Industry Financial Services
Experience
CyberRiskPartners April 2013 - Present
Summit Capital LLC January 2007 - March 2013
Deutsche Bank 2002 - 2006
J.P. Morgan 1995 - 2002
Kidder, Peabody & Co. Incorporated 1990 - 1995
Chase Investment Bank Limited (Chase Manhattan) 1988 - 1989
Kidder, Peabody & Co. Incorporated 1985 - 1988
Skills
Mergers & Acquisitions, Investment Banking, Strategy, Executive Management, Risk Management, Finance, Private Equity, Venture Capital, Capital Markets, Capital Raising, Asset Management, Insurance, Financial Services, Investments, Corporate Finance, Corporate Development, Valuation, Start-ups, Business Valuation, Capital Structure, Due Diligence, Alternative Investments, Equities, LBO, Financial Advisory, Financial Risk, Emerging Markets, Financial Structuring, Corporate Governance, Structured Finance, Financial Modeling, Capital, Leveraged Finance, Cloud Computing, Portfolio Management, Hedge Funds, Restructuring, Investor Relations, Private Placements, IPO, Investment Management, Divestitures, Securities, Cyber, Growth Capital, Funding, Equity Research, Board of Directors, Cyber-security, Management
Education
Northwestern University - Kellogg School of Management
MBA
University of Illinois at Urbana-Champaign - College of Business
B.S.
Harvard University, John F. Kennedy School of Government
Harvard Business School
Executive Education - Effective Corporate Governance, Audit Committees, Data Analytics/Big Data
CyberRiskPartners April 2013 - Present
Summit Capital LLC January 2007 - March 2013
Deutsche Bank 2002 - 2006
J.P. Morgan 1995 - 2002
Kidder, Peabody & Co. Incorporated 1990 - 1995
Chase Investment Bank Limited (Chase Manhattan) 1988 - 1989
Kidder, Peabody & Co. Incorporated 1985 - 1988
Skills
Mergers & Acquisitions, Investment Banking, Strategy, Executive Management, Risk Management, Finance, Private Equity, Venture Capital, Capital Markets, Capital Raising, Asset Management, Insurance, Financial Services, Investments, Corporate Finance, Corporate Development, Valuation, Start-ups, Business Valuation, Capital Structure, Due Diligence, Alternative Investments, Equities, LBO, Financial Advisory, Financial Risk, Emerging Markets, Financial Structuring, Corporate Governance, Structured Finance, Financial Modeling, Capital, Leveraged Finance, Cloud Computing, Portfolio Management, Hedge Funds, Restructuring, Investor Relations, Private Placements, IPO, Investment Management, Divestitures, Securities, Cyber, Growth Capital, Funding, Equity Research, Board of Directors, Cyber-security, Management
Education
Northwestern University - Kellogg School of Management
MBA
University of Illinois at Urbana-Champaign - College of Business
B.S.
Harvard University, John F. Kennedy School of Government
Harvard Business School
Executive Education - Effective Corporate Governance, Audit Committees, Data Analytics/Big Data
Leia Turpeau's J.P. Morgan Experience July 2015 - Present
Job Client Service Associate
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
CDW October 2014 - July 2015
Heartland Institute of Financial Education January 2014 - July 2015
JPMorgan Chase August 2012 - December 2013
Struggling Youth Equals Successful Adults, NFP (SYESA) July 2011 - August 2012
First American Bank June 2005 - June 2011
Education
Hampton University 2001 — 2005
Bachelor of Science
J.P. Morgan July 2015 - Present
CDW October 2014 - July 2015
Heartland Institute of Financial Education January 2014 - July 2015
JPMorgan Chase August 2012 - December 2013
Struggling Youth Equals Successful Adults, NFP (SYESA) July 2011 - August 2012
First American Bank June 2005 - June 2011
Education
Hampton University 2001 — 2005
Bachelor of Science
Kyle Venneman's J.P. Morgan Experience December 2012 - February 2013
Job Strategic Sourcing Analyst at Gordon Food Service
Industry Marketing and Advertising
Experience
Gordon Food Service April 2015 - Present
Gordon Food Service February 2013 - May 2015
J.P. Morgan December 2012 - February 2013
J.P. Morgan September 2011 - December 2012
J.P. Morgan January 2011 - September 2011
Meijer August 2010 - December 2010
Meijer May 2010 - August 2010
Cascade Engineering February 2010 - May 2010
Cascade Engineering September 2009 - January 2010
Zondervan Publishers June 2008 - August 2008
Skills
Marketing and Sales, Management, Public Speaking, Purchasing, Supply Chain Management, SAP, Business Analysis, Business Strategy, Business Planning, Analytical Skills, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Sales, PowerPoint, Marketing, Pricing, Negotiation, Retail, E-commerce, Marketing Strategy
Education
Grand Valley State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Grand Rapids Community College 2005 — 2007
Associate of Arts (A.A.), Marketing
Gordon Food Service April 2015 - Present
Gordon Food Service February 2013 - May 2015
J.P. Morgan December 2012 - February 2013
J.P. Morgan September 2011 - December 2012
J.P. Morgan January 2011 - September 2011
Meijer August 2010 - December 2010
Meijer May 2010 - August 2010
Cascade Engineering February 2010 - May 2010
Cascade Engineering September 2009 - January 2010
Zondervan Publishers June 2008 - August 2008
Skills
Marketing and Sales, Management, Public Speaking, Purchasing, Supply Chain Management, SAP, Business Analysis, Business Strategy, Business Planning, Analytical Skills, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Sales, PowerPoint, Marketing, Pricing, Negotiation, Retail, E-commerce, Marketing Strategy
Education
Grand Valley State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Grand Rapids Community College 2005 — 2007
Associate of Arts (A.A.), Marketing
Montana Banks's J.P. Morgan Experience March 2010 - December 2012
Job Enrollment Counselor Grand Canyon University
Industry Financial Services
Experience
Grand Canyon University June 2015 - Present
JPMorgan Chase January 2013 - May 2015
J.P. Morgan March 2010 - December 2012
American Family Dentistry August 2008 - March 2010
Wells Fargo October 2004 - October 2007
Skills
Customer Service, Leadership, Management, Sales, Coaching, Strategic Planning, Credit, Loans, Mortgage Lending, Banking, Time Management, Microsoft Office
Education
Grand Canyon University 2015 — 2016
Master’s Degree, Leadership
Grand Canyon University 2011 — 2014
Bachelor’s Degree, Psychology
Grand Canyon University June 2015 - Present
JPMorgan Chase January 2013 - May 2015
J.P. Morgan March 2010 - December 2012
American Family Dentistry August 2008 - March 2010
Wells Fargo October 2004 - October 2007
Skills
Customer Service, Leadership, Management, Sales, Coaching, Strategic Planning, Credit, Loans, Mortgage Lending, Banking, Time Management, Microsoft Office
Education
Grand Canyon University 2015 — 2016
Master’s Degree, Leadership
Grand Canyon University 2011 — 2014
Bachelor’s Degree, Psychology
Joshua Kincaid's J.P. Morgan Experience June 2011 - Present
Job Loss Mitigation Specialist / Business Owner
Industry Banking
Experience
Iron House Machinery March 2012 - Present
J.P. Morgan June 2011 - Present
Citi Mortgages February 2008 - June 2011
Skills
Mortgage Banking, Management, Loan Modifications, Short Sales, Deed in Lieu, Customer Service, Customer Relations, Sales, Sales Management, Home Equity Loans, Loans, Employee Training, Team Leadership, Exceeding Quotas, Project Management, Financial Analysis, Fannie Mae, Time & Attendance, Team Motivation
Education
Grayson County College 2006 — 2008
Associate's degree, General Studies
Iron House Machinery March 2012 - Present
J.P. Morgan June 2011 - Present
Citi Mortgages February 2008 - June 2011
Skills
Mortgage Banking, Management, Loan Modifications, Short Sales, Deed in Lieu, Customer Service, Customer Relations, Sales, Sales Management, Home Equity Loans, Loans, Employee Training, Team Leadership, Exceeding Quotas, Project Management, Financial Analysis, Fannie Mae, Time & Attendance, Team Motivation
Education
Grayson County College 2006 — 2008
Associate's degree, General Studies
Erik Merchant Erik Merchant's J.P. Morgan Experience July 2015 - Present
Job Business Management Associate
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - June 2015
J.P. Morgan June 2011 - May 2013
JPMorgan Chase February 2010 - June 2011
Hogeboom Real Estate August 2008 - October 2009
Platinum Real Estate Group May 2007 - August 2008
Skills
Series 7, Series 63
Education
University of Michigan-Dearborn 2012 — 2015
Master of Business Administration (MBA), Finance, Investments
Grand Valley State University 2004 — 2008
BBA, Finance
J.P. Morgan July 2015 - Present
J.P. Morgan May 2013 - June 2015
J.P. Morgan June 2011 - May 2013
JPMorgan Chase February 2010 - June 2011
Hogeboom Real Estate August 2008 - October 2009
Platinum Real Estate Group May 2007 - August 2008
Skills
Series 7, Series 63
Education
University of Michigan-Dearborn 2012 — 2015
Master of Business Administration (MBA), Finance, Investments
Grand Valley State University 2004 — 2008
BBA, Finance
Simon Yung's J.P. Morgan Experience October 2002 - March 2006
Job Managing Partner and Chief Executive
Industry Capital Markets
Experience
Rule Financial (Part of the GFT Group) September 2012 - Present
Rule Financial (Part of the GFT Group) September 2012 - Present
Multiplex Consulting August 2010 - September 2012
Morgan Stanley March 2006 - August 2010
J.P. Morgan October 2002 - March 2006
Barclays July 2000 - October 2002
Credit Suisse September 1996 - July 2000
Standard Chartered Bank February 1994 - September 1996
Education
Harvard Business School
Master of Business Administration (M.B.A.)
University of Oxford
Oxford Executive MBA
Yale University - Yale School of Management
Bachelor's Degree, Faculty of Finance
Rule Financial (Part of the GFT Group) September 2012 - Present
Rule Financial (Part of the GFT Group) September 2012 - Present
Multiplex Consulting August 2010 - September 2012
Morgan Stanley March 2006 - August 2010
J.P. Morgan October 2002 - March 2006
Barclays July 2000 - October 2002
Credit Suisse September 1996 - July 2000
Standard Chartered Bank February 1994 - September 1996
Education
Harvard Business School
Master of Business Administration (M.B.A.)
University of Oxford
Oxford Executive MBA
Yale University - Yale School of Management
Bachelor's Degree, Faculty of Finance
Kylie Bentley's J.P. Morgan Experience January 2011 - June 2013
Job Senior Team Lead at Target
Industry Retail
Experience
Target June 2015 - Present
Hot Topic April 2014 - Present
Windsor Fashions August 2013 - April 2014
J.P. Morgan January 2011 - June 2013
Pacific Sunwear April 2008 - January 2011
Caribou Coffee September 2007 - April 2008
Skills
Management, retail, Call Centers, Psychology, art, fine art, Retail, Time Management, Sales
Education
Lewis University 2013 — 2015
Bachelor's degree, Psychology, Honors
Harper College 2009 — 2012
Associate's Degree, Art/Art Studies, General
Target June 2015 - Present
Hot Topic April 2014 - Present
Windsor Fashions August 2013 - April 2014
J.P. Morgan January 2011 - June 2013
Pacific Sunwear April 2008 - January 2011
Caribou Coffee September 2007 - April 2008
Skills
Management, retail, Call Centers, Psychology, art, fine art, Retail, Time Management, Sales
Education
Lewis University 2013 — 2015
Bachelor's degree, Psychology, Honors
Harper College 2009 — 2012
Associate's Degree, Art/Art Studies, General
Angelia Nash's J.P. Morgan Experience
Job Business Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan
Skills
Inventory Management, Process Improvement, Workforce Management, Operating Systems, Business Analysis, Financial Analysis, Consumer Lending, Credit, Credit Analysis, Phone Etiquette, Multi-line Phone, Supervisory Skills, Technical Support
Education
Grand Canyon University
Bachelor of Arts (B.A.), Economics and Finance
Kaplan University
Bachelor of Science (BSc), Computer and Information Sciences and Support Services
J.P. Morgan
Skills
Inventory Management, Process Improvement, Workforce Management, Operating Systems, Business Analysis, Financial Analysis, Consumer Lending, Credit, Credit Analysis, Phone Etiquette, Multi-line Phone, Supervisory Skills, Technical Support
Education
Grand Canyon University
Bachelor of Arts (B.A.), Economics and Finance
Kaplan University
Bachelor of Science (BSc), Computer and Information Sciences and Support Services
Aleece O'Connell Aleece O'Connell's J.P. Morgan Experience February 2013 - October 2013
Job Private Client Investment Associate at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. August 2015 - Present
JPMorgan Chase October 2013 - August 2015
J.P. Morgan February 2013 - October 2013
J.P. Morgan October 2010 - February 2013
Chase Investment Services Corp. April 2010 - October 2010
Education
Governors State University
Bachelor of Arts (BA), Interdisciplinary Studies
Purdue University
JPMorgan Chase Bank, N.A. August 2015 - Present
JPMorgan Chase October 2013 - August 2015
J.P. Morgan February 2013 - October 2013
J.P. Morgan October 2010 - February 2013
Chase Investment Services Corp. April 2010 - October 2010
Education
Governors State University
Bachelor of Arts (BA), Interdisciplinary Studies
Purdue University
Lauren Anastasio Lauren Anastasio's J.P. Morgan Experience September 2013 - Present
Job Banker Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
J.P. Morgan April 2010 - September 2013
University of Delaware January 2008 - May 2010
Skills
Marketing, Financial Analysis, Time Management, CRM, Leadership, Research, Business Strategy, Teamwork, Banking, Finance, Analysis, Data Analysis, Negotiation, Risk Management, Microsoft Excel, Microsoft Office, Excel, PowerPoint, Customer Service, Microsoft Word, French, Access
Education
Grenoble Ecole de Management 2009 — 2011
MIB, Management
University of Delaware - Lerner College of Business and Economics 2008 — 2010
MBA, International Business
University of Delaware 2002 — 2006
Bachelors, Business Administration, Management and Operations, Psychology
Marple Newtown 1998 — 2002
J.P. Morgan September 2013 - Present
J.P. Morgan April 2010 - September 2013
University of Delaware January 2008 - May 2010
Skills
Marketing, Financial Analysis, Time Management, CRM, Leadership, Research, Business Strategy, Teamwork, Banking, Finance, Analysis, Data Analysis, Negotiation, Risk Management, Microsoft Excel, Microsoft Office, Excel, PowerPoint, Customer Service, Microsoft Word, French, Access
Education
Grenoble Ecole de Management 2009 — 2011
MIB, Management
University of Delaware - Lerner College of Business and Economics 2008 — 2010
MBA, International Business
University of Delaware 2002 — 2006
Bachelors, Business Administration, Management and Operations, Psychology
Marple Newtown 1998 — 2002
Jiahui Shen Jiahui Shen's J.P. Morgan Experience August 2015 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
Columbia University in the City of New York September 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Columbia University Economics Department October 2013 - May 2014
China Daily July 2013 - July 2013
Department of Health of Guangdong Province & Guangdong University of Foreign Studies September 2011 - December 2011
Education
Columbia University in the City of New York 2012 — 2015
Bachelor’s Degree, Economics
Guangdong University of Foreign Studies 2010 — 2012
International Business
J.P. Morgan August 2015 - Present
Columbia University in the City of New York September 2014 - May 2015
J.P. Morgan June 2014 - August 2014
Columbia University Economics Department October 2013 - May 2014
China Daily July 2013 - July 2013
Department of Health of Guangdong Province & Guangdong University of Foreign Studies September 2011 - December 2011
Education
Columbia University in the City of New York 2012 — 2015
Bachelor’s Degree, Economics
Guangdong University of Foreign Studies 2010 — 2012
International Business
Trevor Sotell's J.P. Morgan Experience December 2014 - August 2015
Job Regional Consultant at Lord Abbett & Co.
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2015 - Present
J.P. Morgan December 2014 - August 2015
Northwestern Mutual June 2013 - August 2013
Skills
Investments, Finance, Financial Planning, Time Management, Financial Analysis, Management, Teamwork, Leadership
Education
Gwynedd Mercy University 2010 — 2014
Bachelor of Science (BS), Finance, General
Lord, Abbett & Co. LLC September 2015 - Present
J.P. Morgan December 2014 - August 2015
Northwestern Mutual June 2013 - August 2013
Skills
Investments, Finance, Financial Planning, Time Management, Financial Analysis, Management, Teamwork, Leadership
Education
Gwynedd Mercy University 2010 — 2014
Bachelor of Science (BS), Finance, General
Julie A. Cook's J.P. Morgan Experience December 2002 - June 2009
Job Executive Business Administrator at AOL
Industry Marketing and Advertising
Experience
AOL July 2015 - Present
Microsoft November 2010 - July 2015
Populus Group, LLC October 2009 - October 2010
J.P. Morgan December 2002 - June 2009
MSNBC 2000 - 2002
The Boeing Company 1990 - 2000
Newman Properties 1986 - 2000
Skills
Visio, Vendor Management, SharePoint, Process Improvement, Training
Education
Green River Community College 1984 — 1986
Associate of Arts, Office Administration
AOL July 2015 - Present
Microsoft November 2010 - July 2015
Populus Group, LLC October 2009 - October 2010
J.P. Morgan December 2002 - June 2009
MSNBC 2000 - 2002
The Boeing Company 1990 - 2000
Newman Properties 1986 - 2000
Skills
Visio, Vendor Management, SharePoint, Process Improvement, Training
Education
Green River Community College 1984 — 1986
Associate of Arts, Office Administration
Elizabeth Chang's J.P. Morgan Experience June 2010 - August 2010
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Thomas H. Lee Partners July 2013 - Present
Goldman Sachs July 2011 - July 2013
Stanford Consulting 2008 - August 2011
J.P. Morgan June 2010 - August 2010
Federal Reserve Board March 2010 - June 2010
J.P. Morgan June 2009 - August 2009
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Stanford University 2007 — 2011
Bachelor of Arts (BA), Economics, Chemistry (minor)
Crystal Springs Uplands School 2003 — 2007
High School
Thomas H. Lee Partners July 2013 - Present
Goldman Sachs July 2011 - July 2013
Stanford Consulting 2008 - August 2011
J.P. Morgan June 2010 - August 2010
Federal Reserve Board March 2010 - June 2010
J.P. Morgan June 2009 - August 2009
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Stanford University 2007 — 2011
Bachelor of Arts (BA), Economics, Chemistry (minor)
Crystal Springs Uplands School 2003 — 2007
High School
Grace Yating Guan Grace Yating Guan's J.P. Morgan Experience May 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
UBS June 2013 - May 2014
Bank of America Merrill Lynch September 2012 - December 2012
UBS June 2012 - August 2012
Skills
Investment Banking
Education
Hamilton College 2009 — 2013
Bachelor’s Degree, Honors in Mathematics and Economics
Emma Willard School
High School
J.P. Morgan May 2014 - Present
UBS June 2013 - May 2014
Bank of America Merrill Lynch September 2012 - December 2012
UBS June 2012 - August 2012
Skills
Investment Banking
Education
Hamilton College 2009 — 2013
Bachelor’s Degree, Honors in Mathematics and Economics
Emma Willard School
High School
Darriel cannon Darriel cannon's J.P. Morgan Experience May 2007 - June 2010
Job Private Bank Finance Associate at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase July 2010 - February 2012
J.P. Morgan May 2007 - June 2010
JPMorgan Chase September 2006 - May 2007
Vanguard August 2005 - August 2006
Education
Virginia Commonwealth University 2012 — 2014
Post-Baccalaureate Health Science Certificate
Guilford College 2001 — 2005
B.S., Business Management & Accounting
JP Morgan Chase July 2010 - February 2012
J.P. Morgan May 2007 - June 2010
JPMorgan Chase September 2006 - May 2007
Vanguard August 2005 - August 2006
Education
Virginia Commonwealth University 2012 — 2014
Post-Baccalaureate Health Science Certificate
Guilford College 2001 — 2005
B.S., Business Management & Accounting
Ben Paige Ben Paige's J.P. Morgan Experience June 2008 - August 2010
Job Global HR Manager at GE
Industry Human Resources
Experience
General Electric (GE) December 2013 - Present
General Electric (GE) July 2013 - December 2013
General Electric (GE) October 2012 - July 2013
General Electric (GE) February 2012 - October 2012
ExxonMobil May 2011 - August 2011
J.P. Morgan June 2008 - August 2010
Citi June 2003 - June 2008
Skills
Project Planning, Training & Development, Change Management, Team Leadership, Recruitment/Retention, HR Strategy, HR Consulting, Team Building, Data Analysis, Talent Acquisition, Employee Relations, Union Relations, Leadership Development, Labor Relations, Personnel Management, Performance Management, Employee Training, Onboarding, Talent Management, Strategy, Management, Leadership, Training, Call Centers, Employee Engagement, Human Resources, Organizational..., Workforce Planning, Succession Planning, Deferred Compensation, Vendor Management, Negotiation, HRIS, HR Policies, Process Improvement, College Recruiting, Employee Benefits, Recruiting, Policy, Interviews, Sourcing, Applicant Tracking..., Organizational Design, Benefits Administration, PeopleSoft, Temporary Placement, Compensation & Benefit, Hiring, Technical Recruiting, Performance Appraisal
Education
Texas A&M University - Mays Business School 2010 — 2011
Master of Science
Hampton University 1999 — 2003
Bachelor of Science
General Electric (GE) December 2013 - Present
General Electric (GE) July 2013 - December 2013
General Electric (GE) October 2012 - July 2013
General Electric (GE) February 2012 - October 2012
ExxonMobil May 2011 - August 2011
J.P. Morgan June 2008 - August 2010
Citi June 2003 - June 2008
Skills
Project Planning, Training & Development, Change Management, Team Leadership, Recruitment/Retention, HR Strategy, HR Consulting, Team Building, Data Analysis, Talent Acquisition, Employee Relations, Union Relations, Leadership Development, Labor Relations, Personnel Management, Performance Management, Employee Training, Onboarding, Talent Management, Strategy, Management, Leadership, Training, Call Centers, Employee Engagement, Human Resources, Organizational..., Workforce Planning, Succession Planning, Deferred Compensation, Vendor Management, Negotiation, HRIS, HR Policies, Process Improvement, College Recruiting, Employee Benefits, Recruiting, Policy, Interviews, Sourcing, Applicant Tracking..., Organizational Design, Benefits Administration, PeopleSoft, Temporary Placement, Compensation & Benefit, Hiring, Technical Recruiting, Performance Appraisal
Education
Texas A&M University - Mays Business School 2010 — 2011
Master of Science
Hampton University 1999 — 2003
Bachelor of Science
Ariana Jordan's J.P. Morgan Experience July 2014 - August 2014
Job Senior at Grand Valley State University
Industry Writing and Editing
Experience
J.P. Morgan July 2014 - August 2014
Subway April 2013 - June 2014
Aramark September 2012 - April 2014
Equity Residential June 2012 - August 2012
Skills
Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Research, Time Management, Teamwork, Social Networking, Customer Service, Facebook, Communication, Blogging
Education
Grand Valley State University 2012 — 2016
J.P. Morgan July 2014 - August 2014
Subway April 2013 - June 2014
Aramark September 2012 - April 2014
Equity Residential June 2012 - August 2012
Skills
Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Research, Time Management, Teamwork, Social Networking, Customer Service, Facebook, Communication, Blogging
Education
Grand Valley State University 2012 — 2016
August Keating August Keating's J.P. Morgan Experience July 2010 - August 2013
Job Senior Consultant at Capco
Industry Management Consulting
Experience
Capco May 2014 - March 2015
J.P. Morgan July 2010 - August 2013
JP Morgan June 2009 - August 2009
Sponsors for Educational Opportunity (SEO) May 2009 - August 2009
Merrill Lynch August 2008 - December 2008
Goldman Sachs June 2008 - August 2008
Skills
Series 7, Series 63, Fixed Income, Recruiting, Investment Management, Financial Advisory, Financial Analysis, Capital Markets, Portfolio Management, Investments, Cross-functional Team..., Project Management, Business Strategy, Entrepreneurship, Finance, Asset Management, Financial Services, Microsoft Office, Consulting, Research, Equities, Microsoft Excel
Education
Hamilton College 2006 — 2010
Economics, Minor in Communications
Leonia High school 2002 — 2006
Capco May 2014 - March 2015
J.P. Morgan July 2010 - August 2013
JP Morgan June 2009 - August 2009
Sponsors for Educational Opportunity (SEO) May 2009 - August 2009
Merrill Lynch August 2008 - December 2008
Goldman Sachs June 2008 - August 2008
Skills
Series 7, Series 63, Fixed Income, Recruiting, Investment Management, Financial Advisory, Financial Analysis, Capital Markets, Portfolio Management, Investments, Cross-functional Team..., Project Management, Business Strategy, Entrepreneurship, Finance, Asset Management, Financial Services, Microsoft Office, Consulting, Research, Equities, Microsoft Excel
Education
Hamilton College 2006 — 2010
Economics, Minor in Communications
Leonia High school 2002 — 2006
Evan Caplan Evan Caplan's J.P. Morgan Experience June 2015 - August 2015
Job MD/MBA Candidate at Harvard Medical School and Harvard Business School
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Brigham and Women's Hospital 2012 - 2015
BIOTRONIK May 2011 - August 2011
Middlebury Student Investment Committee September 2007 - May 2011
McAdams Wright Ragen January 2009 - January 2009
CTC Consulting May 2008 - August 2008
Education
Harvard Business School 2014 — 2016
MBA
Harvard Medical School 2011 — 2016
MD
Middlebury College 2007 — 2011
BA
The Catlin Gabel School 2003 — 2007
J.P. Morgan June 2015 - August 2015
Brigham and Women's Hospital 2012 - 2015
BIOTRONIK May 2011 - August 2011
Middlebury Student Investment Committee September 2007 - May 2011
McAdams Wright Ragen January 2009 - January 2009
CTC Consulting May 2008 - August 2008
Education
Harvard Business School 2014 — 2016
MBA
Harvard Medical School 2011 — 2016
MD
Middlebury College 2007 — 2011
BA
The Catlin Gabel School 2003 — 2007
Agustina Rosenfeld Agustina Rosenfeld's J.P. Morgan Experience May 2012 - June 2012
Job Strategy consultant at BNP Paribas
Industry Financial Services
Experience
BNP Paribas January 2015 - Present
OpenTab, Inc August 2014 - December 2014
McKinsey & Company June 2013 - August 2013
J.P. Morgan May 2012 - June 2012
J.P. Morgan Chase October 2010 - April 2012
J.P. Morgan Chase May 2008 - September 2010
Julio A. Piekarz & Asociados March 2007 - April 2008
Free-lance Consultant September 2007 - January 2008
Universidad Católica Argentina 2006 - February 2007
Skills
Economics, Corporate Finance, Valuation, Market Research, Investment Banking, Emerging Markets, Bloomberg, Research, Financial Analysis, Financial Modeling, DCF, Capital Markets, Due Diligence
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2001 — 2006
B.A., Philosophy
Colegio Santa Ines 1997 — 2000
BNP Paribas January 2015 - Present
OpenTab, Inc August 2014 - December 2014
McKinsey & Company June 2013 - August 2013
J.P. Morgan May 2012 - June 2012
J.P. Morgan Chase October 2010 - April 2012
J.P. Morgan Chase May 2008 - September 2010
Julio A. Piekarz & Asociados March 2007 - April 2008
Free-lance Consultant September 2007 - January 2008
Universidad Católica Argentina 2006 - February 2007
Skills
Economics, Corporate Finance, Valuation, Market Research, Investment Banking, Emerging Markets, Bloomberg, Research, Financial Analysis, Financial Modeling, DCF, Capital Markets, Due Diligence
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2001 — 2006
B.A., Philosophy
Colegio Santa Ines 1997 — 2000
Shannell Van Praag's J.P. Morgan Experience September 2015 - Present
Job CCAR Counterparty Credit Project Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
Citi March 2014 - September 2015
Suncorp May 2012 - November 2013
Suncorp January 2010 - May 2012
New York Better Business Bureau January 2012 - March 2012
Skills
Analytical Reasoning, Business Process..., Benefits Analysis, Relational Databases, Database Design, Data Analysis, Spend Analysis, Agile Methodologies, Procurement, Analysis, Project Delivery, Stakeholder Management, Risk Management, Financial Modeling, Governance, Business Analysis, Outsourcing, Change Management, Training, Requirements Analysis, Access, Time Management, Shared Services, Requirements Gathering, Process Improvement, Analytics, Finance, Business Process Mapping, Business Transformation, Business Process Design, Leadership, Program Management, Project Management, Financial Analysis, Forecasting, Strategic Sourcing, Visio, Business Process..., Business Intelligence, Business Strategy, Databases, Business Planning
Education
CPA Australia 2013 — 2015
Certified Practising Accountant, CPA
Griffith University 2011 — 2013
Master of Commerce, Professional Accounting, GPA: 6.5 (US Equivalent: 4.0 GPA)
Griffith University 2006 — 2009
Bachelor of Commerce (B.Com.), Economics & Finance, GPA 5.2 (US Equivalent: 3.0 GPA)
Agile Academy 2011 — 2011
Agile Facilitation
Major Training Services 2011 — 2011
Diploma of Purchasing, Procurement & Supply Chain Logistics, 97%
J.P. Morgan September 2015 - Present
Citi March 2014 - September 2015
Suncorp May 2012 - November 2013
Suncorp January 2010 - May 2012
New York Better Business Bureau January 2012 - March 2012
Skills
Analytical Reasoning, Business Process..., Benefits Analysis, Relational Databases, Database Design, Data Analysis, Spend Analysis, Agile Methodologies, Procurement, Analysis, Project Delivery, Stakeholder Management, Risk Management, Financial Modeling, Governance, Business Analysis, Outsourcing, Change Management, Training, Requirements Analysis, Access, Time Management, Shared Services, Requirements Gathering, Process Improvement, Analytics, Finance, Business Process Mapping, Business Transformation, Business Process Design, Leadership, Program Management, Project Management, Financial Analysis, Forecasting, Strategic Sourcing, Visio, Business Process..., Business Intelligence, Business Strategy, Databases, Business Planning
Education
CPA Australia 2013 — 2015
Certified Practising Accountant, CPA
Griffith University 2011 — 2013
Master of Commerce, Professional Accounting, GPA: 6.5 (US Equivalent: 4.0 GPA)
Griffith University 2006 — 2009
Bachelor of Commerce (B.Com.), Economics & Finance, GPA 5.2 (US Equivalent: 3.0 GPA)
Agile Academy 2011 — 2011
Agile Facilitation
Major Training Services 2011 — 2011
Diploma of Purchasing, Procurement & Supply Chain Logistics, 97%
Eric Boole Eric Boole's J.P. Morgan Experience August 2013 - June 2014
Job Senior Associate at Development Finance International, Inc.
Industry Management Consulting
Experience
Development Finance International, Inc. January 2015 - Present
Fundacion Pro Vivienda Social July 2014 - December 2014
The Bubble July 2014 - November 2014
J.P. Morgan August 2013 - June 2014
Planet Partnerships, LLC April 2012 - August 2012
IOS Partners, Inc. January 2012 - April 2012
Skills
Research, Project Management, Social Media, Economics, Spanish, International..., International Relations, Financial Modeling, Data Analysis
Education
Hamilton College 2009 — 2013
BA May 2013, World Politics, Economics
University of Costa Rica 2011 — 2011
Spanish
Medfield High School 2005 — 2009
Development Finance International, Inc. January 2015 - Present
Fundacion Pro Vivienda Social July 2014 - December 2014
The Bubble July 2014 - November 2014
J.P. Morgan August 2013 - June 2014
Planet Partnerships, LLC April 2012 - August 2012
IOS Partners, Inc. January 2012 - April 2012
Skills
Research, Project Management, Social Media, Economics, Spanish, International..., International Relations, Financial Modeling, Data Analysis
Education
Hamilton College 2009 — 2013
BA May 2013, World Politics, Economics
University of Costa Rica 2011 — 2011
Spanish
Medfield High School 2005 — 2009
Matthew Ellison Matthew Ellison's J.P. Morgan Experience August 2014 - May 2015
Job Graduate Film Student at The New School
Industry Entertainment
Experience
The New School September 2015 - Present
Cambridge Associates May 2015 - September 2015
J.P. Morgan August 2014 - May 2015
Harvard University May 2013 - July 2013
Pencil Me In LLC June 2010 - August 2012
Skills
Analysis, Start-ups, Research, Economics, Financial Analysis, Financial Modeling, Investment Banking, Entrepreneurship, Mergers, Investments, Private Equity, Emerging Markets, Venture Capital
Education
Hamilton College 2010 — 2014
Bachelor's degree, Political Science and Government
Harvard Business School
Harvard Business School HBX Core Program
The New School September 2015 - Present
Cambridge Associates May 2015 - September 2015
J.P. Morgan August 2014 - May 2015
Harvard University May 2013 - July 2013
Pencil Me In LLC June 2010 - August 2012
Skills
Analysis, Start-ups, Research, Economics, Financial Analysis, Financial Modeling, Investment Banking, Entrepreneurship, Mergers, Investments, Private Equity, Emerging Markets, Venture Capital
Education
Hamilton College 2010 — 2014
Bachelor's degree, Political Science and Government
Harvard Business School
Harvard Business School HBX Core Program
Dorn L. Redd, Jr. Dorn L. Redd, Jr.'s J.P. Morgan Experience 2006 - 2008
Job SVP at Citi
Industry Financial Services
Experience
Citigroup - Institutional Clients Group 2009 - Present
J.P. Morgan 2006 - 2008
Deutsche Bank 2003 - 2006
Goldman Sachs 2001 - 2003
FactSet 1999 - 2001
Goldman Sachs 1996 - 1999
Skills
Middle Market, Financial Institutions, Lines Of Credit, ETFs, ABS, Dodd-Frank, Basel III, Basel II, Basel I, Performance Benchmarking, Risk Management, Regulations, Financial Risk, Derivatives, FX Options, Interest Rate..., Equity Derivatives
Education
Hampden-Sydney College
Bachelor of Arts (B.A.)
Saint Andrew's School
Citigroup - Institutional Clients Group 2009 - Present
J.P. Morgan 2006 - 2008
Deutsche Bank 2003 - 2006
Goldman Sachs 2001 - 2003
FactSet 1999 - 2001
Goldman Sachs 1996 - 1999
Skills
Middle Market, Financial Institutions, Lines Of Credit, ETFs, ABS, Dodd-Frank, Basel III, Basel II, Basel I, Performance Benchmarking, Risk Management, Regulations, Financial Risk, Derivatives, FX Options, Interest Rate..., Equity Derivatives
Education
Hampden-Sydney College
Bachelor of Arts (B.A.)
Saint Andrew's School
Noah Bishop Noah Bishop's J.P. Morgan Experience January 2013 - January 2014
Job Associate at MidOcean Partners
Industry Venture Capital & Private Equity
Experience
MidOcean Partners February 2014 - Present
J.P. Morgan January 2013 - January 2014
Royal Bank of Scotland July 2011 - December 2012
Royal Bank of Scotland June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Financial Modeling, Investment Banking, Bloomberg, Capital IQ, Economics, Corporate Finance, PowerPoint, Capital Markets, Analysis
Education
Hamilton College 2007 — 2011
Bachelor of Arts (B.A.)
MidOcean Partners February 2014 - Present
J.P. Morgan January 2013 - January 2014
Royal Bank of Scotland July 2011 - December 2012
Royal Bank of Scotland June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, Financial Modeling, Investment Banking, Bloomberg, Capital IQ, Economics, Corporate Finance, PowerPoint, Capital Markets, Analysis
Education
Hamilton College 2007 — 2011
Bachelor of Arts (B.A.)
Kevin Cahn's J.P. Morgan Experience July 2011 - November 2012
Job 401k Plan Services Account Manager at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial September 2014 - Present
Great-West Financial November 2012 - Present
J.P. Morgan July 2011 - November 2012
Aurora Mental Health Center September 2010 - April 2011
Mount Saint Vincent Home September 2010 - April 2011
Mount Saint Vincent Home May 2008 - May 2010
Mount Saint Vincent Home August 2007 - May 2008
Guilford College January 2007 - April 2008
Mount Saint Vincent Home May 2007 - August 2007
Mount Saint Vincent Home May 2006 - August 2006
Skills
Customer Service, 401k, Series 6, Series 63, Public Speaking, Research, PowerPoint, Microsoft Excel, Psychology, Microsoft Office, Outlook, Pensions, 403 b, Mutual Funds, Workshop Facilitation, Budgets, Training, Leadership Development, Leadership, Time Management, Data Analysis, Coaching, Nonprofits
Education
Smith College 2010 — 2011
MSW, Social Work
Guilford College 2004 — 2008
B.A., Economics and Psychology
Regis Jesuit High School 2000 — 2004
Great-West Financial September 2014 - Present
Great-West Financial November 2012 - Present
J.P. Morgan July 2011 - November 2012
Aurora Mental Health Center September 2010 - April 2011
Mount Saint Vincent Home September 2010 - April 2011
Mount Saint Vincent Home May 2008 - May 2010
Mount Saint Vincent Home August 2007 - May 2008
Guilford College January 2007 - April 2008
Mount Saint Vincent Home May 2007 - August 2007
Mount Saint Vincent Home May 2006 - August 2006
Skills
Customer Service, 401k, Series 6, Series 63, Public Speaking, Research, PowerPoint, Microsoft Excel, Psychology, Microsoft Office, Outlook, Pensions, 403 b, Mutual Funds, Workshop Facilitation, Budgets, Training, Leadership Development, Leadership, Time Management, Data Analysis, Coaching, Nonprofits
Education
Smith College 2010 — 2011
MSW, Social Work
Guilford College 2004 — 2008
B.A., Economics and Psychology
Regis Jesuit High School 2000 — 2004
Weihua (Chris) Zhu Weihua (Chris) Zhu's J.P. Morgan Experience November 2014 - Present
Job Business Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
AVIC Securities Co. LTD August 2013 - September 2013
Agricultural Bank of China June 2013 - August 2013
University of Kentucky August 2010 - May 2012
Education
New York University 2012 — 2014
Master of Science (M.S.), Financial Engineering, 3.88
University of Kentucky 2010 — 2012
Master of Science (M.S.), Physics, 3.57
Harbin Institute of Technology 2006 — 2010
Bachelor of Science (BS), Applied Physics, 83
High School affiliated to Xi'an Jiaotong University 2003 — 2006
J.P. Morgan November 2014 - Present
AVIC Securities Co. LTD August 2013 - September 2013
Agricultural Bank of China June 2013 - August 2013
University of Kentucky August 2010 - May 2012
Education
New York University 2012 — 2014
Master of Science (M.S.), Financial Engineering, 3.88
University of Kentucky 2010 — 2012
Master of Science (M.S.), Physics, 3.57
Harbin Institute of Technology 2006 — 2010
Bachelor of Science (BS), Applied Physics, 83
High School affiliated to Xi'an Jiaotong University 2003 — 2006
Farhan Jaffery Farhan Jaffery's J.P. Morgan Experience August 2012 - Present
Job Vice President, Investment Bank Technology at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
Service Corporation International December 2007 - August 2012
Spherion March 1999 - December 2007
SCI 2000 - 2002
Cardinal Health 1999 - 2001
Norrell Information Services 1999 - 2001
Dealer Solutions 1997 - 1999
Meditrol 1996 - 1997
MediTROL 1996 - 1997
Education
University of Houston 1991 — 1995
B.Sc., Computer Science
Government College University, Lahore
J.P. Morgan August 2012 - Present
Service Corporation International December 2007 - August 2012
Spherion March 1999 - December 2007
SCI 2000 - 2002
Cardinal Health 1999 - 2001
Norrell Information Services 1999 - 2001
Dealer Solutions 1997 - 1999
Meditrol 1996 - 1997
MediTROL 1996 - 1997
Education
University of Houston 1991 — 1995
B.Sc., Computer Science
Government College University, Lahore
Sean Linder Sean Linder's J.P. Morgan Experience January 2012 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2012 - Present
JP Morgan August 2008 - January 2012
Price Waterhouse Coopers January 2007 - September 2007
Skills
Equities, Financial Services, Finance, Data Analysis, Cross-functional Team..., Risk Management, Analysis, Project Management, Financial Analysis, Financial Modeling, Internal Controls, Auditing, Microsoft Office, Microsoft Excel, Management, Accounting, Process Improvement, Trading, Financial Risk, Business Objects, SAP, Oracle, Outlook, Lotus Notes, Internet Explorer, Team Leadership, Critical Thinking, Process Migration, Prime Brokerage, Cognos, Sungard GMI, Excel, Project Planning, Project Implementation, Problem Solving, Risk, Hyperion, Project Execution, Strategy, Public Speaking, Valuation
Education
Hampton University 2004 — 2008
Business Administration, Accounting, Finance, 3.7
Northeast Highschool 2000 — 2004
High School, Aerospace, Medical, Engineering, 3.8
J.P. Morgan January 2012 - Present
JP Morgan August 2008 - January 2012
Price Waterhouse Coopers January 2007 - September 2007
Skills
Equities, Financial Services, Finance, Data Analysis, Cross-functional Team..., Risk Management, Analysis, Project Management, Financial Analysis, Financial Modeling, Internal Controls, Auditing, Microsoft Office, Microsoft Excel, Management, Accounting, Process Improvement, Trading, Financial Risk, Business Objects, SAP, Oracle, Outlook, Lotus Notes, Internet Explorer, Team Leadership, Critical Thinking, Process Migration, Prime Brokerage, Cognos, Sungard GMI, Excel, Project Planning, Project Implementation, Problem Solving, Risk, Hyperion, Project Execution, Strategy, Public Speaking, Valuation
Education
Hampton University 2004 — 2008
Business Administration, Accounting, Finance, 3.7
Northeast Highschool 2000 — 2004
High School, Aerospace, Medical, Engineering, 3.8
Ademola Adewale-Sadik Ademola Adewale-Sadik's J.P. Morgan Experience May 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Sahel Capital Partners Limited June 2015 - August 2015
Wachtell, Lipton, Rosen & Katz October 2013 - June 2015
Wachtell, Lipton, Rosen & Katz May 2012 - August 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2012 - May 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2011 - July 2011
Wachtell, Lipton, Rosen & Katz June 2010 - August 2010
The Boston Consulting Group August 2009 - June 2010
J.P. Morgan May 2008 - August 2008
J.P. Morgan May 2007 - August 2007
Federal Deposit Insurance Corporation (FDIC) June 2006 - August 2006
Skills
Mergers & Acquisitions, Investment Banking, Leveraged Finance, Legal Research, Legal Writing, Private Equity, Economics, Microsoft Excel, Public Speaking, Due Diligence, Financial Analysis, Data Analysis, Financial Modeling, Westlaw, LexisNexis, Leadership, Microsoft Office
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Yale Law School 2010 — 2013
Juris Doctor (J.D.), Law
University of Maryland College Park 2005 — 2009
Bachelor’s Degree, Finance, Summa Cum Laude
Sahel Capital Partners Limited June 2015 - August 2015
Wachtell, Lipton, Rosen & Katz October 2013 - June 2015
Wachtell, Lipton, Rosen & Katz May 2012 - August 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2012 - May 2012
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2011 - July 2011
Wachtell, Lipton, Rosen & Katz June 2010 - August 2010
The Boston Consulting Group August 2009 - June 2010
J.P. Morgan May 2008 - August 2008
J.P. Morgan May 2007 - August 2007
Federal Deposit Insurance Corporation (FDIC) June 2006 - August 2006
Skills
Mergers & Acquisitions, Investment Banking, Leveraged Finance, Legal Research, Legal Writing, Private Equity, Economics, Microsoft Excel, Public Speaking, Due Diligence, Financial Analysis, Data Analysis, Financial Modeling, Westlaw, LexisNexis, Leadership, Microsoft Office
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Yale Law School 2010 — 2013
Juris Doctor (J.D.), Law
University of Maryland College Park 2005 — 2009
Bachelor’s Degree, Finance, Summa Cum Laude
Arjav Parikh's J.P. Morgan Experience March 2008 - April 2014
Job Executive Director
Industry Computer Software
Experience
JPMorgan Chase May 2014 - Present
J.P. Morgan March 2008 - April 2014
Bear Stearns & Co. December 2002 - March 2008
Deutsche Bank 2001 - 2002
BondBook, LLC 2000 - 2001
J P Morgan & Co. 1999 - 2000
Perot Systems 1997 - 1999
Eastman Software 1994 - 1997
Randall-Helms International/Fame Research 1993 - 1994
Skills
Fixed Income, Derivatives, Equities, Trading, Vendor Management, FX Options, Financial Services, Investment Banking, Capital Markets, Trading Systems, Financial Risk, Hedge Funds, Financial Markets, Market Data, Commodity, Options, Portfolio Management, Asset Management, Electronic Trading, Asset Managment, Fund Accounting, Alternative Investments, Valuation, Emerging Markets, Rates
Education
Rutgers University-New Brunswick 1992 — 1994
MS, Computer Engineering
Gujarat University 1987 — 1991
BS, Electronics & Communication Eng.
JPMorgan Chase May 2014 - Present
J.P. Morgan March 2008 - April 2014
Bear Stearns & Co. December 2002 - March 2008
Deutsche Bank 2001 - 2002
BondBook, LLC 2000 - 2001
J P Morgan & Co. 1999 - 2000
Perot Systems 1997 - 1999
Eastman Software 1994 - 1997
Randall-Helms International/Fame Research 1993 - 1994
Skills
Fixed Income, Derivatives, Equities, Trading, Vendor Management, FX Options, Financial Services, Investment Banking, Capital Markets, Trading Systems, Financial Risk, Hedge Funds, Financial Markets, Market Data, Commodity, Options, Portfolio Management, Asset Management, Electronic Trading, Asset Managment, Fund Accounting, Alternative Investments, Valuation, Emerging Markets, Rates
Education
Rutgers University-New Brunswick 1992 — 1994
MS, Computer Engineering
Gujarat University 1987 — 1991
BS, Electronics & Communication Eng.
Sunderland Lee's J.P. Morgan Experience August 2009 - Present
Job Assistant Vice President HE/CD Underwriting at J.P. Morgan
Industry Banking
Experience
iMortgage Services July 2015 - Present
J.P. Morgan August 2009 - Present
Wells Fargo Home Mortgage January 2009 - August 2009
HSBC August 2007 - November 2008
Wells Fargo August 2005 - February 2007
Wells Fargo Financial Acceptance December 1999 - August 2005
Bank One Home Loan Services January 1999 - November 1999
Wells Fargo Financial January 1993 - January 1999
Skills
Banking, Retail Banking, Customer Service, Management, Financial Analysis, Risk Management, Business Analysis, Project Management, Leadership, Sales, Finance
Education
Grand View College 1987 — 1991
Bachelor's Degree, Business Administration
iMortgage Services July 2015 - Present
J.P. Morgan August 2009 - Present
Wells Fargo Home Mortgage January 2009 - August 2009
HSBC August 2007 - November 2008
Wells Fargo August 2005 - February 2007
Wells Fargo Financial Acceptance December 1999 - August 2005
Bank One Home Loan Services January 1999 - November 1999
Wells Fargo Financial January 1993 - January 1999
Skills
Banking, Retail Banking, Customer Service, Management, Financial Analysis, Risk Management, Business Analysis, Project Management, Leadership, Sales, Finance
Education
Grand View College 1987 — 1991
Bachelor's Degree, Business Administration
Christian Warner's J.P. Morgan Experience June 2011 - May 2013
Job Financial Services
Industry Banking
Experience
J.P. Morgan June 2011 - May 2013
J.P. Morgan January 2008 - June 2011
State Street Global Advisors June 2006 - August 2006
Skills
Capital Markets, Wealth Management, Private Banking, Mutual Funds, Private Equity, Financial Analysis
Education
Stanford University 2007 — 2007
Summer institute for General Management
Hamilton College 2003 — 2007
Bachelor of Arts (B.A.), Economics, Art History
Thayer Academy 1999 — 2003
J.P. Morgan June 2011 - May 2013
J.P. Morgan January 2008 - June 2011
State Street Global Advisors June 2006 - August 2006
Skills
Capital Markets, Wealth Management, Private Banking, Mutual Funds, Private Equity, Financial Analysis
Education
Stanford University 2007 — 2007
Summer institute for General Management
Hamilton College 2003 — 2007
Bachelor of Arts (B.A.), Economics, Art History
Thayer Academy 1999 — 2003
Mark Sack, CIM's J.P. Morgan Experience April 2014 - Present
Job Client Advisor, VicePresident at J.P.Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan April 2014 - Present
State Street Global Advisors July 2010 - April 2014
Independent Consulting January 2008 - July 2010
Tremont Capital Management April 2005 - January 2008
Maple Bank GmbH May 2003 - April 2005
Fidelity Investments January 2001 - May 2003
Strategic Value Asset Management April 1999 - January 2001
Educational & Healthcare Organizations (eg. University of Toronto) June 1984 - April 1999
Education
University of Pennsylvania - The Wharton School 2001 — 2002
Executive Education
Harvard Business School 1988 — 1990
Executive Education
University of Toronto 1983 — 1984
Post Graduate Medical Research
University of Toronto 1980 — 1984
Honors BSc
Canadian Securities Institute
Chartered Investment Manager CIM
York Mills
J.P. Morgan April 2014 - Present
State Street Global Advisors July 2010 - April 2014
Independent Consulting January 2008 - July 2010
Tremont Capital Management April 2005 - January 2008
Maple Bank GmbH May 2003 - April 2005
Fidelity Investments January 2001 - May 2003
Strategic Value Asset Management April 1999 - January 2001
Educational & Healthcare Organizations (eg. University of Toronto) June 1984 - April 1999
Education
University of Pennsylvania - The Wharton School 2001 — 2002
Executive Education
Harvard Business School 1988 — 1990
Executive Education
University of Toronto 1983 — 1984
Post Graduate Medical Research
University of Toronto 1980 — 1984
Honors BSc
Canadian Securities Institute
Chartered Investment Manager CIM
York Mills
Steve Patten's J.P. Morgan Experience June 2013 - June 2014
Job Vice President of Risk Management at Monogram Residential Trust
Industry Financial Services
Experience
Monogram Residential Trust June 2014 - Present
J.P. Morgan June 2013 - June 2014
TD Ameritrade August 2009 - June 2013
First National Bank of Omaha June 2006 - August 2009
First National Bank of Omaha November 2005 - June 2006
Digital Matrix Systems September 2003 - November 2005
Skills
Quantitative Finance, Market Risk, Equities, Equity Derivatives, Futures, Fixed Income, Enterprise Risk..., Credit Risk, Portfolio Management, Stress Testing, Risk, Risk Modeling, Statistics, SAS, SQL, Excel, VBA, Options Pricing, Options, Experimental Design, Variance Analysis, Loss Forecasting, Margin Analysis, Financial Risk, Derivatives, Data Mining, Financial Modeling, Statistical Modeling, Quantitative Analytics, Predictive Analytics, Credit Cards, Finance, Loans, VAR
Education
Grace University 1995 — 1997
Bachelor of Science (B.S.)
Texas A&M University-Commerce 2001 — 2003
Oklahoma State University 1991 — 1994
Monogram Residential Trust June 2014 - Present
J.P. Morgan June 2013 - June 2014
TD Ameritrade August 2009 - June 2013
First National Bank of Omaha June 2006 - August 2009
First National Bank of Omaha November 2005 - June 2006
Digital Matrix Systems September 2003 - November 2005
Skills
Quantitative Finance, Market Risk, Equities, Equity Derivatives, Futures, Fixed Income, Enterprise Risk..., Credit Risk, Portfolio Management, Stress Testing, Risk, Risk Modeling, Statistics, SAS, SQL, Excel, VBA, Options Pricing, Options, Experimental Design, Variance Analysis, Loss Forecasting, Margin Analysis, Financial Risk, Derivatives, Data Mining, Financial Modeling, Statistical Modeling, Quantitative Analytics, Predictive Analytics, Credit Cards, Finance, Loans, VAR
Education
Grace University 1995 — 1997
Bachelor of Science (B.S.)
Texas A&M University-Commerce 2001 — 2003
Oklahoma State University 1991 — 1994
Maceo Thompson's J.P. Morgan Experience April 1997 - October 2012
Job Trust Administration at BMO Harris Bank
Industry Banking
Experience
BMO Harris Private Bank October 2012 - Present
J.P. Morgan April 1997 - October 2012
J.P. Morgan April 1997 - October 2012
Skills
Banking, Asset Management, Financial Analysis, Financial Services, Investment Strategies, Investments, Microsoft Office, Portfolio Management, Trust Services, Wealth Management
Education
Grambling State University 1991 — 1996
BMO Harris Private Bank October 2012 - Present
J.P. Morgan April 1997 - October 2012
J.P. Morgan April 1997 - October 2012
Skills
Banking, Asset Management, Financial Analysis, Financial Services, Investment Strategies, Investments, Microsoft Office, Portfolio Management, Trust Services, Wealth Management
Education
Grambling State University 1991 — 1996
Randall Hayden's J.P. Morgan Experience August 2014 - Present
Job Project Management Consultant
Industry Banking
Experience
J.P. Morgan August 2014 - Present
JPMorgan Chase August 2013 - March 2014
Standard Chartered Bank November 2012 - May 2013
Wells Fargo 2010 - 2012
JPMorgan Chase May 2005 - January 2008
Hayden Management Group January 2002 - April 2005
HypoVereinsbank April 2001 - December 2001
Cendant December 2000 - April 2001
Deustche Bank August 1997 - June 2000
Medco September 1996 - August 1997
Skills
Strategic Planning, Financial Reporting, Credit Derivatives, Project Management, Banking, Risk Management, Project Planning, SDLC, Project Portfolio..., Process Improvement, Financial Services, Mergers & Acquisitions, Business Process..., Requirements Gathering, PMO, Vendor Management, Governance, Portfolio Management, Analysis, Requirements Analysis, Program Management, Business Analysis, Treasury Services, Cross-functional Team..., Visio, Business Process, Access, Management Consulting, Change Management
Education
Hamilton College 1984 — 1988
Bachelor, Economics
J.P. Morgan August 2014 - Present
JPMorgan Chase August 2013 - March 2014
Standard Chartered Bank November 2012 - May 2013
Wells Fargo 2010 - 2012
JPMorgan Chase May 2005 - January 2008
Hayden Management Group January 2002 - April 2005
HypoVereinsbank April 2001 - December 2001
Cendant December 2000 - April 2001
Deustche Bank August 1997 - June 2000
Medco September 1996 - August 1997
Skills
Strategic Planning, Financial Reporting, Credit Derivatives, Project Management, Banking, Risk Management, Project Planning, SDLC, Project Portfolio..., Process Improvement, Financial Services, Mergers & Acquisitions, Business Process..., Requirements Gathering, PMO, Vendor Management, Governance, Portfolio Management, Analysis, Requirements Analysis, Program Management, Business Analysis, Treasury Services, Cross-functional Team..., Visio, Business Process, Access, Management Consulting, Change Management
Education
Hamilton College 1984 — 1988
Bachelor, Economics
Brian Epps's J.P. Morgan Experience December 2010 - Present
Job Personal Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2010 - Present
Education
Grand Rapids Community College 1994 — 1995
Business Management
J.P. Morgan December 2010 - Present
Education
Grand Rapids Community College 1994 — 1995
Business Management
Phil Guarco's J.P. Morgan Experience March 2014 - Present
Job Global Head Fixed Income Strategy, Private Bank
Industry Banking
Experience
J.P. Morgan March 2014 - Present
JP Morgan April 2008 - Present
Ambac Financial Group, Inc. 2006 - 2008
Moody's January 1997 - March 2006
Moody's Investors Service 1997 - 2006
Citibank 1987 - 1997
Skills
Emerging Markets, Capital Markets, Equities, Portfolio Management, Credit, Latin America, Fixed Income, Risk Management, Hedge Funds, Investments, Asset Managment, Derivatives, Alternative Investments, Investment Banking, Strategy, Asset Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
M.A., International Affairs
Grinnell College 1978 — 1982
B.A., Spanish, Economics
Universidad de Sevilla 1980 — 1981
Filologia
J.P. Morgan March 2014 - Present
JP Morgan April 2008 - Present
Ambac Financial Group, Inc. 2006 - 2008
Moody's January 1997 - March 2006
Moody's Investors Service 1997 - 2006
Citibank 1987 - 1997
Skills
Emerging Markets, Capital Markets, Equities, Portfolio Management, Credit, Latin America, Fixed Income, Risk Management, Hedge Funds, Investments, Asset Managment, Derivatives, Alternative Investments, Investment Banking, Strategy, Asset Management
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1984 — 1986
M.A., International Affairs
Grinnell College 1978 — 1982
B.A., Spanish, Economics
Universidad de Sevilla 1980 — 1981
Filologia
Jim Serhant's J.P. Morgan Experience January 1997 - January 2001
Job Executive Vice President at Hartford Investment Management
Industry Investment Management
Experience
Hartford Investment Management May 2005 - Present
Delaware Investments January 2001 - May 2005
J.P. Morgan January 1997 - January 2001
Citicorp June 1995 - December 1996
Skills
Bonds, High Yield, Investments, Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Trading, Credit, Equities, Bloomberg, Alternative Investments, Capital Markets, Asset Allocation, Mutual Funds, Asset Management
Education
Hamilton College 1991 — 1995
BA, English and Economics
Hartford Investment Management May 2005 - Present
Delaware Investments January 2001 - May 2005
J.P. Morgan January 1997 - January 2001
Citicorp June 1995 - December 1996
Skills
Bonds, High Yield, Investments, Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Trading, Credit, Equities, Bloomberg, Alternative Investments, Capital Markets, Asset Allocation, Mutual Funds, Asset Management
Education
Hamilton College 1991 — 1995
BA, English and Economics
Matt Eden's J.P. Morgan Experience October 2002 - May 2008
Job VP at Sovereign Finance LLC
Industry Financial Services
Experience
Sovereign Finance LLC August 2008 - Present
J.P. Morgan October 2002 - May 2008
Skills
Capital Markets, Due Diligence, Asset Management, Series 7, Wealth Management, Valuation
Education
Gustavus Adolphus College 1995 — 1999
Bachelor's degree, Finance, General
Sovereign Finance LLC August 2008 - Present
J.P. Morgan October 2002 - May 2008
Skills
Capital Markets, Due Diligence, Asset Management, Series 7, Wealth Management, Valuation
Education
Gustavus Adolphus College 1995 — 1999
Bachelor's degree, Finance, General
Andrew Witkowski's J.P. Morgan Experience July 2014 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2011 - June 2014
Credit Suisse June 2010 - August 2010
1794 Commodore Funds August 2009 - December 2009
Education
Hamilton College 2007 — 2011
J.P. Morgan July 2014 - Present
J.P. Morgan June 2011 - June 2014
Credit Suisse June 2010 - August 2010
1794 Commodore Funds August 2009 - December 2009
Education
Hamilton College 2007 — 2011
Colin Overland's J.P. Morgan Experience May 2013 - August 2013
Job Financial Analyst
Industry Financial Services
Experience
J.P. Morgan May 2013 - August 2013
Four Seasons Hotels and Resorts July 2009 - May 2013
Education
University of Washington, Michael G. Foster School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
University of Washington 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Economics
Green River Community College 2005 — 2007
AS, Computer Science
J.P. Morgan May 2013 - August 2013
Four Seasons Hotels and Resorts July 2009 - May 2013
Education
University of Washington, Michael G. Foster School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance
University of Washington 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Economics
Green River Community College 2005 — 2007
AS, Computer Science
Monika (Hoffmann) Hindler's J.P. Morgan Experience February 2005 - May 2005
Job McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company October 2005 - Present
J.P. Morgan February 2005 - May 2005
Education
Harvard Business School 2008 — 2010
MBA
WU (Vienna University of Economics and Business) 2000 — 2004
Magister, International Business Administration
McKinsey & Company October 2005 - Present
J.P. Morgan February 2005 - May 2005
Education
Harvard Business School 2008 — 2010
MBA
WU (Vienna University of Economics and Business) 2000 — 2004
Magister, International Business Administration
Laraye Johnson's J.P. Morgan Experience January 2012 - Present
Job Executive Director, Operations Control & Reporting at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2012 - Present
The Bank of New York Mellon August 1997 - December 2011
JPMorgan Chase 1997 - 2006
Chase 1997 - 2006
First Financial Bankshares 1996 - 1997
Sam's Club 1991 - 1996
Skills
Corporate Trust, Securities, Operational Risk..., Transfer Agency, Process Improvement, Operational Risk, Global Custody, Fixed Income, AML, Structured Finance, Risk, Financial Risk, Business Resilience, Disaster Recovery, Financial Services, Equities, Due Diligence, Middle Office
Education
Texas A&M University-Commerce 1998 — 2000
MBA, Finance
Hardin-Simmons University 1990 — 1993
BBA, Accounting and Finance
J.P. Morgan January 2012 - Present
The Bank of New York Mellon August 1997 - December 2011
JPMorgan Chase 1997 - 2006
Chase 1997 - 2006
First Financial Bankshares 1996 - 1997
Sam's Club 1991 - 1996
Skills
Corporate Trust, Securities, Operational Risk..., Transfer Agency, Process Improvement, Operational Risk, Global Custody, Fixed Income, AML, Structured Finance, Risk, Financial Risk, Business Resilience, Disaster Recovery, Financial Services, Equities, Due Diligence, Middle Office
Education
Texas A&M University-Commerce 1998 — 2000
MBA, Finance
Hardin-Simmons University 1990 — 1993
BBA, Accounting and Finance
Thomas Card's J.P. Morgan Experience 2007 - 2007
Job CEO, DavCard Group
Industry Accounting
Carmelita Green's J.P. Morgan Experience 1987 - Present
Job Opening Administrator at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 1999 - Present
JPMorgan Chase July 1987 - Present
JPMorgan Chase 1987 - Present
J.P. Morgan 1987 - Present
American National Bank 1987 - 1999
Skills
Process Improvement
Education
Grambling State University 1981 — 1985
Bachelor of Science (BS), Management Information Systems, General
JPMorgan Chase May 1999 - Present
JPMorgan Chase July 1987 - Present
JPMorgan Chase 1987 - Present
J.P. Morgan 1987 - Present
American National Bank 1987 - 1999
Skills
Process Improvement
Education
Grambling State University 1981 — 1985
Bachelor of Science (BS), Management Information Systems, General
Shalonda Stephenson's J.P. Morgan Experience February 2015 - Present
Job Business Management Manager VP
Industry Banking
Experience
J.P. Morgan February 2015 - Present
JPMorgan Chase January 2014 - Present
JPMorgan Chase & Co. January 2009 - January 2014
JPMorgan Chase & Co. October 2004 - October 2008
JPMorgan Chase & Co. October 2002 - October 2004
Skills
Risk Management, Portfolio Management, Business Analysis, Management, Leadership, Strategy, Business Process, Sales, Customer Experience, Segmentation, Banking
Education
Hampton University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Psychology
Hampton University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Psychology
J.P. Morgan February 2015 - Present
JPMorgan Chase January 2014 - Present
JPMorgan Chase & Co. January 2009 - January 2014
JPMorgan Chase & Co. October 2004 - October 2008
JPMorgan Chase & Co. October 2002 - October 2004
Skills
Risk Management, Portfolio Management, Business Analysis, Management, Leadership, Strategy, Business Process, Sales, Customer Experience, Segmentation, Banking
Education
Hampton University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Psychology
Hampton University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Psychology
Peter Qi's J.P. Morgan Experience 1996 - 2001
Job ArcSight Engineer at IRS
Industry Computer & Network Security
Experience
VariQ October 2013 - August 2014
Northrop Grumman Corporation August 2012 - November 2013
CSC February 2011 - August 2012
Federal Reserve Bank of New York September 2010 - January 2011
A&P May 2007 - September 2010
Julus Bar 2001 - 2007
J.P. Morgan 1996 - 2001
Skills
Security, Information Security, Disaster Recovery, IT Strategy, CISSP, Network Security, Data Center, ArcSight, Virtualization, Enterprise Architecture, Computer Security, ITIL, Information Security..., Integration, VMware, Vendor Management, SDLC
Education
Manhattan College 1995 — 1998
MBA, Finance
The University of Texas at Austin 1990 — 1991
MSE, E. E.
Harbin Engineering University
Bachelor of Engineering, System Control
High School
VariQ October 2013 - August 2014
Northrop Grumman Corporation August 2012 - November 2013
CSC February 2011 - August 2012
Federal Reserve Bank of New York September 2010 - January 2011
A&P May 2007 - September 2010
Julus Bar 2001 - 2007
J.P. Morgan 1996 - 2001
Skills
Security, Information Security, Disaster Recovery, IT Strategy, CISSP, Network Security, Data Center, ArcSight, Virtualization, Enterprise Architecture, Computer Security, ITIL, Information Security..., Integration, VMware, Vendor Management, SDLC
Education
Manhattan College 1995 — 1998
MBA, Finance
The University of Texas at Austin 1990 — 1991
MSE, E. E.
Harbin Engineering University
Bachelor of Engineering, System Control
High School
Philip F. Bleser's J.P. Morgan Experience April 2015 - Present
Job Global Chairman of Corporate Banking at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2015 - Present
Private Export Funding Corporation 2012 - Present
JPMorgan Chase 2010 - Present
Pace University 2009 - Present
JP Morgan 2003 - 2010
JPMorgan Chase 1984 - 2003
JPMorgan Chase 1979 - 1984
JPMorgan Chase 1974 - 1979
Skills
Asset Based Lending, Corporate Finance, Capital Markets, Investments, Credit Analysis, Credit Risk, Derivatives, Finance, Commercial Banking, Securities, Trade Finance, Private Banking, Treasury, Portfolio Management, Financial Institutions
Education
Pace University - Lubin School of Business
MBA, Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance
Hampden-Sydney College
Liberal Arts and Sciences/Liberal Studies
Pace University
Associate of Arts and Sciences (A.A.S.), Banking and Financial Support Services
J.P. Morgan April 2015 - Present
Private Export Funding Corporation 2012 - Present
JPMorgan Chase 2010 - Present
Pace University 2009 - Present
JP Morgan 2003 - 2010
JPMorgan Chase 1984 - 2003
JPMorgan Chase 1979 - 1984
JPMorgan Chase 1974 - 1979
Skills
Asset Based Lending, Corporate Finance, Capital Markets, Investments, Credit Analysis, Credit Risk, Derivatives, Finance, Commercial Banking, Securities, Trade Finance, Private Banking, Treasury, Portfolio Management, Financial Institutions
Education
Pace University - Lubin School of Business
MBA, Finance
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance
Hampden-Sydney College
Liberal Arts and Sciences/Liberal Studies
Pace University
Associate of Arts and Sciences (A.A.S.), Banking and Financial Support Services
Joe Goles's J.P. Morgan Experience May 2012 - Present
Job Loan Processor at J.P. Morgan
Industry Professional Training & Coaching
Experience
J.P. Morgan May 2012 - Present
Bank of America August 2007 - May 2012
Skills
Retail Banking, Credit, Loans, Commercial Banking, Mortgage Lending, Cross Selling, Credit Analysis, Risk Management, Credit Cards, Cash Management, Banking, Credit Risk, Commercial Lending, Loan Origination, Mortgage Banking, Financial Services
Education
Harper College
Computer Science
N/A
Strayer University (VA)
J.P. Morgan May 2012 - Present
Bank of America August 2007 - May 2012
Skills
Retail Banking, Credit, Loans, Commercial Banking, Mortgage Lending, Cross Selling, Credit Analysis, Risk Management, Credit Cards, Cash Management, Banking, Credit Risk, Commercial Lending, Loan Origination, Mortgage Banking, Financial Services
Education
Harper College
Computer Science
N/A
Strayer University (VA)
Rick Luchetta's J.P. Morgan Experience 2004 - Present
Job Executive Director Compliance at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan 2004 - Present
Skills
Hedge Funds, Equities, Asset Management, Securities, Investments, Fixed Income, Mutual Funds, Due Diligence, Alternative Investments, Financial Services
Education
Hartwick College
J.P. Morgan 2004 - Present
Skills
Hedge Funds, Equities, Asset Management, Securities, Investments, Fixed Income, Mutual Funds, Due Diligence, Alternative Investments, Financial Services
Education
Hartwick College
Shabnam Sandhu's J.P. Morgan Experience March 2008 - December 2010
Job Financial Service Advisor at J.P. Morgan
Industry Investment Banking
Experience
New West School 2011 - Present
CORIX Group of Companies 2011 - 2013
J.P. Morgan March 2008 - December 2010
NCO Group December 2003 - March 2008
Skills
•Solid negotiation and..., •Able to handle a..., •Office Administration..., •Sales knowledge, •Ability to perform..., Customer Service, Call Centers, Communication
Education
Surrey College 2007 — 2010
SEA, Special Education and Teaching
Guru Nanak Dev University
Masters, English
New West School 2011 - Present
CORIX Group of Companies 2011 - 2013
J.P. Morgan March 2008 - December 2010
NCO Group December 2003 - March 2008
Skills
•Solid negotiation and..., •Able to handle a..., •Office Administration..., •Sales knowledge, •Ability to perform..., Customer Service, Call Centers, Communication
Education
Surrey College 2007 — 2010
SEA, Special Education and Teaching
Guru Nanak Dev University
Masters, English
Michael Bussi's J.P. Morgan Experience February 2014 - December 2014
Job Manager Metrics and MI Reporting, FCC Oversight CAMS
Industry Banking
Experience
Standard Chartered Bank January 2015 - Present
J.P. Morgan February 2014 - December 2014
UBS Wealth Management September 2012 - January 2014
UBS Wealth Management October 2010 - August 2012
Score Tournaments 2005 - 2010
Miller & Milone P.C. May 2003 - August 2009
Skills
Microsoft Word, Outlook, Legal Writing, Customer Service, Legal Documents, Analysis, Mortgage Lending, Venture Capital, Emerging Markets, CAMS
Education
Marist College 2006 — 2010
Bachelors, Accounting
Griffith University
International Business
Standard Chartered Bank January 2015 - Present
J.P. Morgan February 2014 - December 2014
UBS Wealth Management September 2012 - January 2014
UBS Wealth Management October 2010 - August 2012
Score Tournaments 2005 - 2010
Miller & Milone P.C. May 2003 - August 2009
Skills
Microsoft Word, Outlook, Legal Writing, Customer Service, Legal Documents, Analysis, Mortgage Lending, Venture Capital, Emerging Markets, CAMS
Education
Marist College 2006 — 2010
Bachelors, Accounting
Griffith University
International Business
Yuki Narula's J.P. Morgan Experience 1999 - 2008
Job Managing Director at Altpoint Capital Partners
Industry Venture Capital & Private Equity
Experience
Altpoint Capital Partners 2009 - Present
Claret Capital 2008 - 2009
J.P. Morgan 1999 - 2008
Lehman Brothers 1994 - 1997
Education
Anderson School at UCLA 1997 — 1999
MBA, Finance
Grinnell College 1990 — 1994
BA, Economics
La Martiniere 1976 — 1990
ICSE, ISC
Altpoint Capital Partners 2009 - Present
Claret Capital 2008 - 2009
J.P. Morgan 1999 - 2008
Lehman Brothers 1994 - 1997
Education
Anderson School at UCLA 1997 — 1999
MBA, Finance
Grinnell College 1990 — 1994
BA, Economics
La Martiniere 1976 — 1990
ICSE, ISC
Laura Sander's J.P. Morgan Experience 2005 - 2007
Job CFO and Treasurer at Whitehead Institute
Industry Biotechnology
Experience
Whitehead Institute October 2010 - Present
Moody's Investors Service 2007 - 2010
J.P. Morgan 2005 - 2007
Harvard University 1997 - 2005
Skills
Financial Modeling, Research, Financial Analysis, Financial Reporting, Process Improvement, Finance, Strategic Planning, Analysis, Data Analysis, Project Management, Investments, Program Management, Mergers & Acquisitions, Capital Markets, Corporate Finance, Due Diligence, Nonprofits, Budgets, Risk Management, Valuation, Portfolio Management, Leadership
Education
Harvard University Kennedy School of Government 1985 — 1987
Master of Public Policy, Finance, General
Grinnell College
History and Economics
Whitehead Institute October 2010 - Present
Moody's Investors Service 2007 - 2010
J.P. Morgan 2005 - 2007
Harvard University 1997 - 2005
Skills
Financial Modeling, Research, Financial Analysis, Financial Reporting, Process Improvement, Finance, Strategic Planning, Analysis, Data Analysis, Project Management, Investments, Program Management, Mergers & Acquisitions, Capital Markets, Corporate Finance, Due Diligence, Nonprofits, Budgets, Risk Management, Valuation, Portfolio Management, Leadership
Education
Harvard University Kennedy School of Government 1985 — 1987
Master of Public Policy, Finance, General
Grinnell College
History and Economics
Thierno Sylla's J.P. Morgan Experience June 2013 - Present
Job Analyst at JP Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Camber Capital Management June 2012 - August 2012
Skills
Research, PowerPoint, Mandarin, SPSS, Chinese, Microsoft Office, Editing, Facebook, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Event Planning, Non-profits, Tutoring, Community Outreach, Qualitative Research, Stata, Bloomberg, Equity Valuation, DCF Valuation, Statistics, Data Analysis, Critical Thinking, Economics, Quantitative Analytics, Analysis, French, Financial Modeling, Bloomberg Terminal
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Art
J.P. Morgan June 2013 - Present
Camber Capital Management June 2012 - August 2012
Skills
Research, PowerPoint, Mandarin, SPSS, Chinese, Microsoft Office, Editing, Facebook, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Event Planning, Non-profits, Tutoring, Community Outreach, Qualitative Research, Stata, Bloomberg, Equity Valuation, DCF Valuation, Statistics, Data Analysis, Critical Thinking, Economics, Quantitative Analytics, Analysis, French, Financial Modeling, Bloomberg Terminal
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Art
Robert Provost's J.P. Morgan Experience July 2013 - Present
Job Home Lending Sr Underwriter
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
JPMorgan June 2011 - July 2013
Education
Harding University 1989 — 1993
Bachelor of Science (BS), Business Teacher Education
J.P. Morgan July 2013 - Present
JPMorgan June 2011 - July 2013
Education
Harding University 1989 — 1993
Bachelor of Science (BS), Business Teacher Education
Abirami Palaniappan's J.P. Morgan Experience January 2004 - February 2005
Job Financial Services Professional
Industry Financial Services
Experience
Center for Economic Progress January 2013 - April 2013
JPMorgan chase and co January 2004 - April 2005
J.P. Morgan January 2004 - February 2005
Friedman and Huey Associates LLP January 2003 - April 2003
Prairie State Community College January 1999 - December 2002
Education
Governors State University
Master of Science, Management
Prairie State Community College
Prairie State Community College
Associates Degree, Business Administration
Purdue University
Master of Science, Management; Accounting and Finance
Purdue University
Center for Economic Progress January 2013 - April 2013
JPMorgan chase and co January 2004 - April 2005
J.P. Morgan January 2004 - February 2005
Friedman and Huey Associates LLP January 2003 - April 2003
Prairie State Community College January 1999 - December 2002
Education
Governors State University
Master of Science, Management
Prairie State Community College
Prairie State Community College
Associates Degree, Business Administration
Purdue University
Master of Science, Management; Accounting and Finance
Purdue University
Lee Stettner's J.P. Morgan Experience November 2007 - July 2014
Job Managing Director at Solebury Capital
Industry Financial Services
Experience
Solebury Capital November 2014 - Present
J.P. Morgan November 2007 - July 2014
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Alternative Investments, Pharmaceutical Industry, IPO, Healthcare
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Hamilton College
The London School of Economics and Political Science (LSE)
Solebury Capital November 2014 - Present
J.P. Morgan November 2007 - July 2014
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Alternative Investments, Pharmaceutical Industry, IPO, Healthcare
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Hamilton College
The London School of Economics and Political Science (LSE)
Nader Elkhatib's J.P. Morgan Experience May 2013 - Present
Job Trade Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Vanguard October 2012 - April 2013
Blackmore Partners January 2012 - May 2012
AT&T February 2007 - January 2011
Skills
Finance, Financial Analysis, Microsoft Office, Analysis, Microsoft Excel, Customer Service, Leadership, Trading Operations, Recon, Cost Basis
Education
Governors State University 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Chicago 2005 — 2009
Bachelor of Science (B.S.), Electrical Engineering
J.P. Morgan May 2013 - Present
Vanguard October 2012 - April 2013
Blackmore Partners January 2012 - May 2012
AT&T February 2007 - January 2011
Skills
Finance, Financial Analysis, Microsoft Office, Analysis, Microsoft Excel, Customer Service, Leadership, Trading Operations, Recon, Cost Basis
Education
Governors State University 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Chicago 2005 — 2009
Bachelor of Science (B.S.), Electrical Engineering
Hannah Wu's J.P. Morgan Experience October 1994 - May 1998
Job eBay Marketplaces
Industry Internet
Experience
eBay August 2015 - Present
eBay November 2012 - August 2015
eBay January 2014 - September 2014
Del Monte Foods, Inc. 2010 - 2011
Avon 2007 - 2009
Avon 2004 - 2007
McKinsey & Company October 2000 - May 2004
J.P. Morgan October 1994 - May 1998
IBM January 1992 - August 1992
Skills
E-commerce, Analytics, Strategic Partnerships, Strategy, Business Development, Competitive Analysis, Cross-functional Team..., Business Strategy, Consulting, Valuation, Management Consulting, Market Research, Financial Modeling, Due Diligence, Emerging Markets, Strategic Consulting, Investment Banking, Mergers & Acquisitions, Project Management, Entrepreneurship, Business Planning, Corporate Development, Start-ups, P&L Management, Strategic Planning
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Massachusetts Institute of Technology 1990 — 1994
Bachelor of Science (BS), Applied Mathematics with Computer Science
Stuyvesant High School
eBay August 2015 - Present
eBay November 2012 - August 2015
eBay January 2014 - September 2014
Del Monte Foods, Inc. 2010 - 2011
Avon 2007 - 2009
Avon 2004 - 2007
McKinsey & Company October 2000 - May 2004
J.P. Morgan October 1994 - May 1998
IBM January 1992 - August 1992
Skills
E-commerce, Analytics, Strategic Partnerships, Strategy, Business Development, Competitive Analysis, Cross-functional Team..., Business Strategy, Consulting, Valuation, Management Consulting, Market Research, Financial Modeling, Due Diligence, Emerging Markets, Strategic Consulting, Investment Banking, Mergers & Acquisitions, Project Management, Entrepreneurship, Business Planning, Corporate Development, Start-ups, P&L Management, Strategic Planning
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Massachusetts Institute of Technology 1990 — 1994
Bachelor of Science (BS), Applied Mathematics with Computer Science
Stuyvesant High School
Derek Mast's J.P. Morgan Experience January 2010 - Present
Job Executive Director at JP Morgan Retirement Plan Services
Industry Financial Services
Experience
J.P. Morgan January 2010 - Present
J.P. Morgan April 2008 - January 2010
DST Systems June 2005 - April 2008
Skills
Executive Leadership, Financial Services, Retirement, 401k, Operations Management, Call Centers, Mutual Funds, Strong budgeting &..., Relationship Management, Project Management, Vendor Management, Business Management, Presentations, Training, Management, Securities, Asset Management
Education
Hardin-Simmons University 1987 — 1991
Bachelor of Science (BS), Finance, General
J.P. Morgan January 2010 - Present
J.P. Morgan April 2008 - January 2010
DST Systems June 2005 - April 2008
Skills
Executive Leadership, Financial Services, Retirement, 401k, Operations Management, Call Centers, Mutual Funds, Strong budgeting &..., Relationship Management, Project Management, Vendor Management, Business Management, Presentations, Training, Management, Securities, Asset Management
Education
Hardin-Simmons University 1987 — 1991
Bachelor of Science (BS), Finance, General
Lynn Welch Watson's J.P. Morgan Experience August 2005 - August 2007
Job Vice President at Brown Brothers Harriman Trust Company of Delaware, N.A.
Industry Financial Services
Experience
Brown Brothers Harriman Trust Company of Delaware, N.A. September 2012 - Present
J.P. Morgan Trust Company of Delaware August 2007 - August 2012
J.P. Morgan August 2005 - August 2007
J.P. Morgan March 2004 - August 2005
The Resource Center - Watson Financial Services January 1995 - March 2004
Paychex July 1992 - January 1995
Skills
Wealth Management, High Net Worth..., Trust and Estate..., Trusts, Trust Services, Tax, Personal Financial..., Adminstrative Financial...
Education
Hamilton College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Brown Brothers Harriman Trust Company of Delaware, N.A. September 2012 - Present
J.P. Morgan Trust Company of Delaware August 2007 - August 2012
J.P. Morgan August 2005 - August 2007
J.P. Morgan March 2004 - August 2005
The Resource Center - Watson Financial Services January 1995 - March 2004
Paychex July 1992 - January 1995
Skills
Wealth Management, High Net Worth..., Trust and Estate..., Trusts, Trust Services, Tax, Personal Financial..., Adminstrative Financial...
Education
Hamilton College 1977 — 1981
Bachelor of Arts (B.A.), Economics
dorothy stacy's J.P. Morgan Experience September 1988 - September 2013
Job loss mitigation at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 1988 - Present
J.P. Morgan September 1988 - September 2013
Education
Grand Canyon University 2009 — 2012
Bachelor of Arts (B.A.), Christian Studies, 3.9
JPMorgan Chase August 1988 - Present
J.P. Morgan September 1988 - September 2013
Education
Grand Canyon University 2009 — 2012
Bachelor of Arts (B.A.), Christian Studies, 3.9
Antione Brown's J.P. Morgan Experience 2013 - Present
Job IT Project Management
Industry Computer & Network Security
Experience
J.P. Morgan 2013 - Present
Grace Episcopal School August 2011 - Present
Rayville Junior High School August 2011 - Present
CenturyLink July 2012 - March 2013
Guide Corporation March 2005 - October 2006
Big Lots December 2004 - February 2005
Skills
SQL, Project Management, GIMP, AJAX, HTML, XHTML, Perl, XML, MySQL, Linux, Apache, Adobe Creative Suite, CSS, Java, JavaScript, PHP, Shell Scripting, XSL, Visual Basic, Oracle, AIX, Unix, Windows Vista, Tomcat, Websphere, Sports Coaching, Sport Administration, Computer Information..., IT Business Management, Risk Management
Education
Grambling State University 2008 — 2010
Master's degree, Sport and Fitness Administration/Management
Grambling State University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Grambling State University 2005 — 2009
Bachelor's degree, Computer and Information Sciences, General
J.P. Morgan 2013 - Present
Grace Episcopal School August 2011 - Present
Rayville Junior High School August 2011 - Present
CenturyLink July 2012 - March 2013
Guide Corporation March 2005 - October 2006
Big Lots December 2004 - February 2005
Skills
SQL, Project Management, GIMP, AJAX, HTML, XHTML, Perl, XML, MySQL, Linux, Apache, Adobe Creative Suite, CSS, Java, JavaScript, PHP, Shell Scripting, XSL, Visual Basic, Oracle, AIX, Unix, Windows Vista, Tomcat, Websphere, Sports Coaching, Sport Administration, Computer Information..., IT Business Management, Risk Management
Education
Grambling State University 2008 — 2010
Master's degree, Sport and Fitness Administration/Management
Grambling State University 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Grambling State University 2005 — 2009
Bachelor's degree, Computer and Information Sciences, General
Robert Bradford's J.P. Morgan Experience May 2006 - February 2008
Job Financial, Risk & Project Management Professional
Industry Management Consulting
Experience
Redstone Business Consulting Group September 2014 - Present
City of Houston May 2008 - August 2014
J.P. Morgan May 2006 - February 2008
J.P. Morgan July 2004 - May 2006
J.P. Morgan October 2003 - June 2004
J.P. Morgan July 2002 - November 2003
J.P. Morgan March 1997 - July 2002
J.P. Morgan (aka Texas Commerce Bank) May 1994 - March 1997
J.P. Morgan (aka Texas Commerce Bancshares) October 1979 - May 1994
Skills
CPA, Finance, Financial Analysis, Financial Reporting, Financial Modeling, Managerial Finance, Cost Analysis, Cost Control, Budgeting & Forecasting, Strategic Planning, Regulatory Reporting, SEC Financial Reporting, Project Accounting, Government Accounting, Management Accounting, Underwriting, Project Management, Customer Segmentation..., System Migration, Migration Projects, Offshoring, Economic Development, Policy Analysis, Operational Risk..., Sarbanes-Oxley Act, Internal Controls, Risk Management, Financial Risk, Contract Negotiation, Contractual Agreements, Contract Management, Federal Grants..., Grant Administration, Retail Banking, Private Banking, Banking, Non-profit..., Nonprofits, Data Warehousing, GIS, Back Office, Loan Servicing, Corporate Finance, Financial Services, Analysis
Education
Grambling State University
Bachelor of Science (BS), Accounting and Finance
Redstone Business Consulting Group September 2014 - Present
City of Houston May 2008 - August 2014
J.P. Morgan May 2006 - February 2008
J.P. Morgan July 2004 - May 2006
J.P. Morgan October 2003 - June 2004
J.P. Morgan July 2002 - November 2003
J.P. Morgan March 1997 - July 2002
J.P. Morgan (aka Texas Commerce Bank) May 1994 - March 1997
J.P. Morgan (aka Texas Commerce Bancshares) October 1979 - May 1994
Skills
CPA, Finance, Financial Analysis, Financial Reporting, Financial Modeling, Managerial Finance, Cost Analysis, Cost Control, Budgeting & Forecasting, Strategic Planning, Regulatory Reporting, SEC Financial Reporting, Project Accounting, Government Accounting, Management Accounting, Underwriting, Project Management, Customer Segmentation..., System Migration, Migration Projects, Offshoring, Economic Development, Policy Analysis, Operational Risk..., Sarbanes-Oxley Act, Internal Controls, Risk Management, Financial Risk, Contract Negotiation, Contractual Agreements, Contract Management, Federal Grants..., Grant Administration, Retail Banking, Private Banking, Banking, Non-profit..., Nonprofits, Data Warehousing, GIS, Back Office, Loan Servicing, Corporate Finance, Financial Services, Analysis
Education
Grambling State University
Bachelor of Science (BS), Accounting and Finance
Gabriella Magnani-Reesman's J.P. Morgan Experience 2014 - Present
Job Business Management Associate for Private Equity Funds & Hedge Funds Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2014 - Present
J.P. Morgan September 2010 - Present
J.P. Morgan October 2006 - September 2010
J.P. Morgan February 2006 - October 2006
Skills
Attention to detail, Ability to lead and..., Contributed to the..., Strong Analytical Skills, Solid Work Ethics, 200+ Hours of..., Six Sigma Green Belt..., Microsoft Excel, Microsoft Word, Microsoft Project, Visio, Access, Bloomberg Terminal, Active Directory, Mercury Test Tools, Microsoft SQL Server, DTC, RSA SecurID
Education
Financial Industry Regulatory Authority
Former Certified NASD Series 6 and 63
Harper College
Business Administration
Oakton Community College
Certificate in Financial Services/Investment Analysis
The University of Texas at Dallas
Certified Paralegal
J.P. Morgan 2014 - Present
J.P. Morgan September 2010 - Present
J.P. Morgan October 2006 - September 2010
J.P. Morgan February 2006 - October 2006
Skills
Attention to detail, Ability to lead and..., Contributed to the..., Strong Analytical Skills, Solid Work Ethics, 200+ Hours of..., Six Sigma Green Belt..., Microsoft Excel, Microsoft Word, Microsoft Project, Visio, Access, Bloomberg Terminal, Active Directory, Mercury Test Tools, Microsoft SQL Server, DTC, RSA SecurID
Education
Financial Industry Regulatory Authority
Former Certified NASD Series 6 and 63
Harper College
Business Administration
Oakton Community College
Certificate in Financial Services/Investment Analysis
The University of Texas at Dallas
Certified Paralegal
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.