J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Employee
Years
Job
Industry
Sachi Shah Sachi Shah's J.P. Morgan Experience November 2010 - April 2011
Job Forward Deployed Engineer at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies October 2014 - Present
Scribd July 2013 - September 2014
Google June 2012 - August 2012
WePay December 2011 - January 2012
LendFriend June 2011 - August 2011
J.P. Morgan November 2010 - April 2011
MF Global June 2010 - August 2010
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Wellesley College 2009 — 2013
Bachelor of Arts, Computer Science, Mathematics
Massachusetts Institute of Technology 2011 — 2012
Dhirubhai Ambani International School 2007 — 2009
International Baccalaureate
Cathedral and John Connon School 1996 — 2007
Palantir Technologies October 2014 - Present
Scribd July 2013 - September 2014
Google June 2012 - August 2012
WePay December 2011 - January 2012
LendFriend June 2011 - August 2011
J.P. Morgan November 2010 - April 2011
MF Global June 2010 - August 2010
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Wellesley College 2009 — 2013
Bachelor of Arts, Computer Science, Mathematics
Massachusetts Institute of Technology 2011 — 2012
Dhirubhai Ambani International School 2007 — 2009
International Baccalaureate
Cathedral and John Connon School 1996 — 2007
Rob Atkinson Rob Atkinson's J.P. Morgan Experience May 2009 - August 2009
Job MBA Candidate at Harvard Business School
Industry Computer Software
Experience
DoubleDutch June 2015 - August 2015
Bessemer Venture Partners May 2015 - June 2015
M.H. Carnegie & Co. April 2013 - June 2014
Out For Sydney 2013 - 2014
McKinsey & Company August 2010 - May 2013
J.P. Morgan May 2009 - August 2009
Lehman Brothers May 2008 - August 2008
Skills
Management Consulting, Due Diligence, Valuation, Financial Modeling, Strategy, Private Equity, Corporate Development, Investments, Corporate Finance, Business Strategy, Entrepreneurship, Analysis, Paper Craft
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2006 — 2010
BA, Global Political Economy
DoubleDutch June 2015 - August 2015
Bessemer Venture Partners May 2015 - June 2015
M.H. Carnegie & Co. April 2013 - June 2014
Out For Sydney 2013 - 2014
McKinsey & Company August 2010 - May 2013
J.P. Morgan May 2009 - August 2009
Lehman Brothers May 2008 - August 2008
Skills
Management Consulting, Due Diligence, Valuation, Financial Modeling, Strategy, Private Equity, Corporate Development, Investments, Corporate Finance, Business Strategy, Entrepreneurship, Analysis, Paper Craft
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2006 — 2010
BA, Global Political Economy
Chrishan Thuraisingham Chrishan Thuraisingham's J.P. Morgan Experience 1995 - 1998
Job Senior Program Director at Results for Development Institute
Industry Nonprofit Organization Management
Experience
Results for Development Institute February 2013 - Present
Global Fund to Fight AIDS, TB, and Malaria October 2004 - December 2012
Swingtide/Bowstreet June 2000 - August 2002
HBS 1998 - 2000
J.P. Morgan 1995 - 1998
Skills
Diplomacy, Fund Management, International Relations, Strategic Negotiations, Health, Private Equity, Debt Capital Markets, Fundraising, Program Evaluation, Capital Markets, Capacity Building, Asset Management, Emerging Markets, Africa, Strategy, Entrepreneurship, NGOs, International Law, Policy, Management Consulting, International..., Social Entrepreneurship, Governance, Public Health, Grants, Venture Capital, Policy Analysis, International..., Corporate Development, Start-ups, Asset Managment, Public/private..., Corporate Social..., Investment Management, Human Rights, Mergers & Acquisitions
Education
Yale University 2011 — 2011
Yale World Fellows Program
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Harvard University 1991 — 1995
Bachelor of Arts (B.A.), European History, Maga Cum Laude
Results for Development Institute February 2013 - Present
Global Fund to Fight AIDS, TB, and Malaria October 2004 - December 2012
Swingtide/Bowstreet June 2000 - August 2002
HBS 1998 - 2000
J.P. Morgan 1995 - 1998
Skills
Diplomacy, Fund Management, International Relations, Strategic Negotiations, Health, Private Equity, Debt Capital Markets, Fundraising, Program Evaluation, Capital Markets, Capacity Building, Asset Management, Emerging Markets, Africa, Strategy, Entrepreneurship, NGOs, International Law, Policy, Management Consulting, International..., Social Entrepreneurship, Governance, Public Health, Grants, Venture Capital, Policy Analysis, International..., Corporate Development, Start-ups, Asset Managment, Public/private..., Corporate Social..., Investment Management, Human Rights, Mergers & Acquisitions
Education
Yale University 2011 — 2011
Yale World Fellows Program
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Harvard University 1991 — 1995
Bachelor of Arts (B.A.), European History, Maga Cum Laude
Benjamin Pettigrew Benjamin Pettigrew's J.P. Morgan Experience June 2004 - August 2004
Job Chief Operating Officer & Managing Partner
Industry Venture Capital & Private Equity
Experience
Clearview Investments, Ltd. August 2010 - Present
Ennis-Flint November 2006 - May 2010
Harris Williams & Co. July 2005 - October 2006
J.P. Morgan June 2004 - August 2004
Clearview Investments, Ltd. August 2000 - March 2003
Skills
Private Equity, Corporate Development, Financial Modeling, Valuation, Due Diligence, Venture Capital, Mergers, Investment Banking, Investments, Corporate Finance, Financial Analysis, M&A experience, Acquisitions, Capital Raising, Private Placements, Strategic Planning, LBO, Equities, Divestitures, Capital Markets, Restructuring, Mergers & Acquisitions, Cross-Border M&A, Acquisition Integration, Strategy, Joint Ventures, Business Strategy, Entrepreneurship, Emerging Markets, Executive Management, Strategic Partnerships, Asset Management, Investor Relations, Real Estate
Education
University of Pennsylvania - The Lauder Institute 2003 — 2005
Master of Arts (M.A.)
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA)
Massachusetts Institute of Technology 1999 — 2000
Master of Science (M.S.)
Harvard University 1993 — 1999
AB
Clearview Investments, Ltd. August 2010 - Present
Ennis-Flint November 2006 - May 2010
Harris Williams & Co. July 2005 - October 2006
J.P. Morgan June 2004 - August 2004
Clearview Investments, Ltd. August 2000 - March 2003
Skills
Private Equity, Corporate Development, Financial Modeling, Valuation, Due Diligence, Venture Capital, Mergers, Investment Banking, Investments, Corporate Finance, Financial Analysis, M&A experience, Acquisitions, Capital Raising, Private Placements, Strategic Planning, LBO, Equities, Divestitures, Capital Markets, Restructuring, Mergers & Acquisitions, Cross-Border M&A, Acquisition Integration, Strategy, Joint Ventures, Business Strategy, Entrepreneurship, Emerging Markets, Executive Management, Strategic Partnerships, Asset Management, Investor Relations, Real Estate
Education
University of Pennsylvania - The Lauder Institute 2003 — 2005
Master of Arts (M.A.)
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA)
Massachusetts Institute of Technology 1999 — 2000
Master of Science (M.S.)
Harvard University 1993 — 1999
AB
Diego Zuazo Arnao Diego Zuazo Arnao's J.P. Morgan Experience June 2015 - August 2015
Job MBA Candidate at Tuck School of Business at Dartmouth, class 2016
Industry Investment Banking
Experience
J.P. Morgan June 2015 - August 2015
Interbank February 2013 - July 2014
Interbank August 2011 - February 2013
Interbank January 2011 - August 2011
Interbank January 2009 - December 2010
Interbank March 2008 - December 2008
Interbank January 2008 - March 2008
Pacifico Vida June 2007 - January 2008
Pacifico Vida July 2005 - June 2007
Skills
Banking, Financial Analysis, Credit Risk, Corporate Finance, Risk Management, Business Strategy, Commercial Banking, Financial Risk, Portfolio Management, Credit, Strategic Planning, Business Analysis, Finanzas corporativas, Banca, Banca comercial, Análisis financiero, Riesgo de crédito, Elaboración de modelos..., Administración y..., Estrategia empresarial, Riesgo financiero, Análisis de negocio
Education
Dartmouth College - The Tuck School of Business at Dartmout 2014 — 2016
Master of Business Administration (MBA)
Universidad de Lima 2002 — 2007
Bachiller, Ingenieria Industrial
Univesidad del Pacífico 2011 — 2011
Diploma, Corporate Finance
Harvard Business School Executive Education 2014 — 2014
Achievement Breakthrough Service
J.P. Morgan June 2015 - August 2015
Interbank February 2013 - July 2014
Interbank August 2011 - February 2013
Interbank January 2011 - August 2011
Interbank January 2009 - December 2010
Interbank March 2008 - December 2008
Interbank January 2008 - March 2008
Pacifico Vida June 2007 - January 2008
Pacifico Vida July 2005 - June 2007
Skills
Banking, Financial Analysis, Credit Risk, Corporate Finance, Risk Management, Business Strategy, Commercial Banking, Financial Risk, Portfolio Management, Credit, Strategic Planning, Business Analysis, Finanzas corporativas, Banca, Banca comercial, Análisis financiero, Riesgo de crédito, Elaboración de modelos..., Administración y..., Estrategia empresarial, Riesgo financiero, Análisis de negocio
Education
Dartmouth College - The Tuck School of Business at Dartmout 2014 — 2016
Master of Business Administration (MBA)
Universidad de Lima 2002 — 2007
Bachiller, Ingenieria Industrial
Univesidad del Pacífico 2011 — 2011
Diploma, Corporate Finance
Harvard Business School Executive Education 2014 — 2014
Achievement Breakthrough Service
Ed J. Wong Ed J. Wong's J.P. Morgan Experience 1996 - 1999
Job Retail Leader with Merchandising, Product Development and Operational Expertise
Industry Retail
Experience
Louis Vuitton 2014 - Present
Louis Vuitton 2011 - 2014
Gap Inc. 2003 - 2010
Safeway 2002 - 2003
Booz Allen & Hamilton 2001 - 2002
J.P. Morgan 1996 - 1999
Skills
Business Strategy, Strategic Planning, Strategy, Management Consulting, Competitive Analysis, Merchandising, Retail, Cross-functional Team..., Marketing
Education
Harvard Business School 1999 — 2001
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 1992 — 1996
Bachelor of Science (BS), Management and Marketing
Louis Vuitton 2014 - Present
Louis Vuitton 2011 - 2014
Gap Inc. 2003 - 2010
Safeway 2002 - 2003
Booz Allen & Hamilton 2001 - 2002
J.P. Morgan 1996 - 1999
Skills
Business Strategy, Strategic Planning, Strategy, Management Consulting, Competitive Analysis, Merchandising, Retail, Cross-functional Team..., Marketing
Education
Harvard Business School 1999 — 2001
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 1992 — 1996
Bachelor of Science (BS), Management and Marketing
Chris Cowan's J.P. Morgan Experience May 2010 - August 2010
Job Associate Vice President, Investments at The CIM Group
Industry Real Estate
Experience
The CIM Group August 2014 - Present
AvalonBay Communities June 2011 - July 2014
J.P. Morgan May 2010 - August 2010
Houlihan Lokey March 2008 - August 2009
J.P. Morgan June 2005 - March 2008
Skills
Investment Properties, Financial Modeling, Valuation, Due Diligence, Real Estate Development, Private Equity
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Stanford University
Bachelor of Arts (B.A.), Economics
The CIM Group August 2014 - Present
AvalonBay Communities June 2011 - July 2014
J.P. Morgan May 2010 - August 2010
Houlihan Lokey March 2008 - August 2009
J.P. Morgan June 2005 - March 2008
Skills
Investment Properties, Financial Modeling, Valuation, Due Diligence, Real Estate Development, Private Equity
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Stanford University
Bachelor of Arts (B.A.), Economics
Deborah Quazzo's J.P. Morgan Experience 1983 - 1985
Job Founder and Managing Partner at GSV Advisors, LLC
Industry Investment Banking
Experience
Global Silicon Valley Advisors April 2009 - Present
ThinkEquity Partners June 2001 - November 2008
Merrill Lynch 1987 - 2001
J.P. Morgan 1983 - 1985
Skills
Private Equity, Managerial Finance, Corporate Development, Venture Capital, Private Placements, Start-ups, Mergers
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
Bachelor's degree, History
Bolles 1973 — 1978
Global Silicon Valley Advisors April 2009 - Present
ThinkEquity Partners June 2001 - November 2008
Merrill Lynch 1987 - 2001
J.P. Morgan 1983 - 1985
Skills
Private Equity, Managerial Finance, Corporate Development, Venture Capital, Private Placements, Start-ups, Mergers
Education
Harvard Business School 1985 — 1987
MBA
Princeton University 1978 — 1982
Bachelor's degree, History
Bolles 1973 — 1978
Elizabeth Myers Elizabeth Myers's J.P. Morgan Experience October 1992 - July 1995
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan September 1997 - Present
McKinsey & Company June 1996 - August 1996
J.P. Morgan October 1992 - July 1995
Education
Harvard Business School 1995 — 1997
MBA
Princeton University 1988 — 1992
Bachelor of Arts (B.A.)
JPMorgan September 1997 - Present
McKinsey & Company June 1996 - August 1996
J.P. Morgan October 1992 - July 1995
Education
Harvard Business School 1995 — 1997
MBA
Princeton University 1988 — 1992
Bachelor of Arts (B.A.)
Lowell Caulder Lowell Caulder's J.P. Morgan Experience 2009 - 2010
Job Healthcare Entrepreneur
Industry Health, Wellness and Fitness
Experience
Studio Dental April 2012 - Present
Centerview Partners 2010 - 2012
J.P. Morgan 2009 - 2010
The Enterprise Center 2007 - 2009
Education
Harvard Business School 2012 — 2014
MBA (Leave of Absence), Entrepreneurship
University of Pennsylvania 2005 — 2009
BS/BA, Finance, Urban Development
Universidad de La Habana 2007 — 2008
Pregrado, Historia, Filosofía
Studio Dental April 2012 - Present
Centerview Partners 2010 - 2012
J.P. Morgan 2009 - 2010
The Enterprise Center 2007 - 2009
Education
Harvard Business School 2012 — 2014
MBA (Leave of Absence), Entrepreneurship
University of Pennsylvania 2005 — 2009
BS/BA, Finance, Urban Development
Universidad de La Habana 2007 — 2008
Pregrado, Historia, Filosofía
Mark Gundersen Mark Gundersen's J.P. Morgan Experience June 2004 - July 2007
Job Vice President at Ares Management
Industry Venture Capital & Private Equity
Experience
Ares Management June 2014 - Present
Solar Capital July 2011 - June 2014
Goldman Sachs August 2007 - July 2009
J.P. Morgan June 2004 - July 2007
Skills
LBO, Leveraged Finance, Private Equity, Investment Banking, Valuation, Financial Modeling, Fixed Income, Due Diligence, Financial Analysis, Leveraged Lending, Business Strategy, Negotiation, Mezzanine
Education
Harvard Business School 2009 — 2011
Master in Business Administration
Williams College 2000 — 2004
B.A., Economics
Ares Management June 2014 - Present
Solar Capital July 2011 - June 2014
Goldman Sachs August 2007 - July 2009
J.P. Morgan June 2004 - July 2007
Skills
LBO, Leveraged Finance, Private Equity, Investment Banking, Valuation, Financial Modeling, Fixed Income, Due Diligence, Financial Analysis, Leveraged Lending, Business Strategy, Negotiation, Mezzanine
Education
Harvard Business School 2009 — 2011
Master in Business Administration
Williams College 2000 — 2004
B.A., Economics
Bruce Hampton's J.P. Morgan Experience June 2009 - June 2011
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Harvard Business School August 2015 - Present
Gauge Capital February 2014 - June 2015
Sun Capital Partners August 2011 - August 2013
J.P. Morgan June 2009 - June 2011
J.P. Morgan June 2008 - August 2008
National City Bank June 2007 - August 2007
Skills
Private Equity, Leveraged Finance, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Venture Capital, Capital Markets, Due Diligence, Mergers, M&A experience, Financial Analysis, Business Valuation, Portfolio Management, Finance, Mergers & Acquisitions
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Indiana University Bloomington 2005 — 2009
Bachelor of Science (BS), Finance, General
Harvard Business School August 2015 - Present
Gauge Capital February 2014 - June 2015
Sun Capital Partners August 2011 - August 2013
J.P. Morgan June 2009 - June 2011
J.P. Morgan June 2008 - August 2008
National City Bank June 2007 - August 2007
Skills
Private Equity, Leveraged Finance, Valuation, Financial Modeling, Investment Banking, Corporate Finance, Venture Capital, Capital Markets, Due Diligence, Mergers, M&A experience, Financial Analysis, Business Valuation, Portfolio Management, Finance, Mergers & Acquisitions
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Indiana University Bloomington 2005 — 2009
Bachelor of Science (BS), Finance, General
Josh Pincus Josh Pincus's J.P. Morgan Experience June 2009 - August 2009
Job
Industry Venture Capital & Private Equity
Experience
Clayton Dubilier & Rice August 2013 - August 2015
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Middlebury College January 2009 - January 2009
Office of Congressman Rahm Emanuel June 2007 - August 2007
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Middlebury College 2007 — 2011
B.A., Major, Economics; Minor, Middle Eastern History
Middlebury College Italian School 2008 — 2008
Georgetown Day School 2002 — 2006
Harvard Business School
Clayton Dubilier & Rice August 2013 - August 2015
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Middlebury College January 2009 - January 2009
Office of Congressman Rahm Emanuel June 2007 - August 2007
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Middlebury College 2007 — 2011
B.A., Major, Economics; Minor, Middle Eastern History
Middlebury College Italian School 2008 — 2008
Georgetown Day School 2002 — 2006
Harvard Business School
Nana Ekua Hamilton Nana Ekua Hamilton's J.P. Morgan Experience July 2010 - Present
Job Vice President at J.P. Morgan, Energy Investment Banking
Industry Investment Banking
Experience
J.P. Morgan July 2010 - Present
J.P. Morgan July 2009 - July 2010
J.P. Morgan June 2008 - August 2008
Goldman Sachs July 2004 - June 2007
Skills
Financial Modeling, Private Equity, Investment Banking, Emerging Markets, Valuation
Education
Harvard Business School 2007 — 2009
MBA
Mount Holyoke College 2000 — 2004
BA, Computer Science & Mathematics
SOS-Hermann Gmeiner International College
International Baccalaureate
J.P. Morgan July 2010 - Present
J.P. Morgan July 2009 - July 2010
J.P. Morgan June 2008 - August 2008
Goldman Sachs July 2004 - June 2007
Skills
Financial Modeling, Private Equity, Investment Banking, Emerging Markets, Valuation
Education
Harvard Business School 2007 — 2009
MBA
Mount Holyoke College 2000 — 2004
BA, Computer Science & Mathematics
SOS-Hermann Gmeiner International College
International Baccalaureate
Ralph Hartmann, MBA, CFA Ralph Hartmann, MBA, CFA's J.P. Morgan Experience 1986 - 1990
Job CoFounder and Portfolio Manager
Industry Financial Services
Experience
FNB Capital Asset Management 2014 - Present
National Bank of Canada - Private Wealth 1859 2009 - 2014
National Bank Financial 1997 - 2009
National Bank Financial (formerly Levesque Beaubien Geoffrion Inc.) 1995 - 1997
Honeywell 1991 - 1994
J.P. Morgan 1986 - 1990
Skills
Portfolio Management, Asset Allocation, ETFs, Alternative Investments
Education
INSEAD 1990 — 1991
MBA
Harvard University 1982 — 1986
BA, History
Phillips Academy Andover 1980 — 1982
Loyola High School (Montreal) 1976 — 1980
FNB Capital Asset Management 2014 - Present
National Bank of Canada - Private Wealth 1859 2009 - 2014
National Bank Financial 1997 - 2009
National Bank Financial (formerly Levesque Beaubien Geoffrion Inc.) 1995 - 1997
Honeywell 1991 - 1994
J.P. Morgan 1986 - 1990
Skills
Portfolio Management, Asset Allocation, ETFs, Alternative Investments
Education
INSEAD 1990 — 1991
MBA
Harvard University 1982 — 1986
BA, History
Phillips Academy Andover 1980 — 1982
Loyola High School (Montreal) 1976 — 1980
Joseph Danowsky Joseph Danowsky's J.P. Morgan Experience 2008 - 2011
Job Managing Director/Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
Barclays Wealth and Investment Management 2011 - 2013
J.P. Morgan 2008 - 2011
Bear Stearns & Co. 2001 - 2008
Bear Stearns & Co. June 1986 - December 2000
Skills
Equities, Securities, Capital Markets, Derivatives, Alternative Investments, Investment Banking, Wealth Management, Series 63, Structured Finance, Trading, Securities Regulation, FINRA, Prime Brokerage, Investment Management, Private Equity, Hedge Funds, Options, Investment Advisory, Investments, Corporate Finance, Venture Capital, Asset Management, Financial Services, Asset Allocation, Series 7, Equity Trading, Financial Markets, Structured Products, Equity Derivatives, Risk Management, Bloomberg, Mutual Funds
Education
Harvard Law School
J.D. (Member of New York, Pennsylvania, and New Jersey Bars)
University of Pennsylvania
B.A., Economics (Summa Cum Laude and Phi Beta Kappa)
Barclays Wealth and Investment Management 2011 - 2013
J.P. Morgan 2008 - 2011
Bear Stearns & Co. 2001 - 2008
Bear Stearns & Co. June 1986 - December 2000
Skills
Equities, Securities, Capital Markets, Derivatives, Alternative Investments, Investment Banking, Wealth Management, Series 63, Structured Finance, Trading, Securities Regulation, FINRA, Prime Brokerage, Investment Management, Private Equity, Hedge Funds, Options, Investment Advisory, Investments, Corporate Finance, Venture Capital, Asset Management, Financial Services, Asset Allocation, Series 7, Equity Trading, Financial Markets, Structured Products, Equity Derivatives, Risk Management, Bloomberg, Mutual Funds
Education
Harvard Law School
J.D. (Member of New York, Pennsylvania, and New Jersey Bars)
University of Pennsylvania
B.A., Economics (Summa Cum Laude and Phi Beta Kappa)
Rory Crawford Rory Crawford's J.P. Morgan Experience June 2009 - June 2011
Job Founder & CEO at BevSpot
Industry Internet
Experience
BevSpot March 2014 - Present
General Atlantic August 2011 - June 2013
J.P. Morgan June 2009 - June 2011
JP Morgan Asset Management 2008 - 2008
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Equities, Venture Capital, Due Diligence, Corporate Finance, Hedge Funds, Investments, Financial Analysis, Mergers
Education
Harvard Business School 2013 — 2014
Master of Business Administration (MBA), General Management
Tufts University 2005 — 2009
BA, Economics, Spanish
Highland Park High School 2001 — 2005
Harvard Business School
BevSpot March 2014 - Present
General Atlantic August 2011 - June 2013
J.P. Morgan June 2009 - June 2011
JP Morgan Asset Management 2008 - 2008
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Equities, Venture Capital, Due Diligence, Corporate Finance, Hedge Funds, Investments, Financial Analysis, Mergers
Education
Harvard Business School 2013 — 2014
Master of Business Administration (MBA), General Management
Tufts University 2005 — 2009
BA, Economics, Spanish
Highland Park High School 2001 — 2005
Harvard Business School
Alexander Rienzie's J.P. Morgan Experience June 2015 - August 2015
Job JD Candidate at Harvard Law School | CPA Candidate
Industry Investment Banking
Experience
Buster Marine Services: Project for Intermediate Financial Reporting December 2012 - Present
J.P. Morgan June 2015 - August 2015
Goldman Sachs June 2014 - August 2014
SUNY Geneseo March 2013 - May 2013
Provvidenza & Wright CPA's LLC January 2012 - April 2013
SUNY Geneseo September 2012 - December 2012
Xanterra Parks & Resorts May 2011 - July 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Tax Preparation, Auditing, Financial Statements
Education
Harvard Law School 2013 — 2016
Juris Doctor (J.D.)
State University of New York College at Geneseo 2010 — 2013
Bachelor of Science (B.S.), summa cum laude, Accounting, Mathematics Minor
Connetquot High School 2006 — 2010
Buster Marine Services: Project for Intermediate Financial Reporting December 2012 - Present
J.P. Morgan June 2015 - August 2015
Goldman Sachs June 2014 - August 2014
SUNY Geneseo March 2013 - May 2013
Provvidenza & Wright CPA's LLC January 2012 - April 2013
SUNY Geneseo September 2012 - December 2012
Xanterra Parks & Resorts May 2011 - July 2011
Skills
Accounting, Microsoft Excel, Financial Analysis, Tax Preparation, Auditing, Financial Statements
Education
Harvard Law School 2013 — 2016
Juris Doctor (J.D.)
State University of New York College at Geneseo 2010 — 2013
Bachelor of Science (B.S.), summa cum laude, Accounting, Mathematics Minor
Connetquot High School 2006 — 2010
Caroline Anastasi Caroline Anastasi's J.P. Morgan Experience January 2014 - July 2014
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
The Walt Disney Company June 2015 - August 2015
J.P. Morgan January 2014 - July 2014
J.P. Morgan June 2011 - December 2013
Skills
Financial Analysis, Equities, Equity Research, Financial Modeling, Valuation, Due Diligence, Data Analysis
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Princeton University 2007 — 2011
Bachelor of Science in Engineering, Operations Research & Financial Engineering
The Walt Disney Company June 2015 - August 2015
J.P. Morgan January 2014 - July 2014
J.P. Morgan June 2011 - December 2013
Skills
Financial Analysis, Equities, Equity Research, Financial Modeling, Valuation, Due Diligence, Data Analysis
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Princeton University 2007 — 2011
Bachelor of Science in Engineering, Operations Research & Financial Engineering
Abhijit Das's J.P. Morgan Experience August 2012 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2012 - Present
Home Box Office July 2011 - August 2012
AIG May 2010 - June 2011
Skills
Risk Management, Financial Modeling, Valuation, Entrepreneurship, Financial Risk, Business Analysis, Derivatives, Fixed Income, Equities, Investment Banking, Portfolio Management, Corporate Finance, Alternative Investments, Mergers & Acquisitions
Education
Harvard University 2014 — 2016
Strategic Management Certificate
Investment Banking Institute 2014 — 2014
Financial Modeling and Valuation
CFA Institute 2011 — 2013
Level I - June 2011, Level II - June 2012, Level III - June 2013
Illinois Institute of Technology
Master of Science (M.S.), Computer Science
West Bengal University of Technology
Bachelor of Technology, Computer Engineering
J.P. Morgan August 2012 - Present
Home Box Office July 2011 - August 2012
AIG May 2010 - June 2011
Skills
Risk Management, Financial Modeling, Valuation, Entrepreneurship, Financial Risk, Business Analysis, Derivatives, Fixed Income, Equities, Investment Banking, Portfolio Management, Corporate Finance, Alternative Investments, Mergers & Acquisitions
Education
Harvard University 2014 — 2016
Strategic Management Certificate
Investment Banking Institute 2014 — 2014
Financial Modeling and Valuation
CFA Institute 2011 — 2013
Level I - June 2011, Level II - June 2012, Level III - June 2013
Illinois Institute of Technology
Master of Science (M.S.), Computer Science
West Bengal University of Technology
Bachelor of Technology, Computer Engineering
Dominic Murphy Dominic Murphy's J.P. Morgan Experience 2008 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
J.P. Morgan 2008 - 2011
Eagle Burgmann Industries Ltd: April 2000 - March 2008
Credit Corp Group Ltd October 2006 - July 2007
Credit Corp Group Ltd: November 2005 - August 2006
Credit Corp Group Ltd: November 2005 - August 2006
Synopsis Solutions Pty Ltd July 2000 - May 2005
IMS Health March 1998 - June 2000
Skills
Project Management, Analytics, Databases, Agile Methodologies, Fixed Income, Software Development, Microsoft SQL (TSQL &..., Data Warehousing, Agile Application..., Rapid Application..., Oracle SQL, Java, JavaScript, Sybase, VBA, VBScript, Visual Basic, Python, SQLite, Crystal Reports, Financial Modeling, Portfolio Management, Lynx (JP Morgan..., MS SQL Business..., Active Server Pages..., R Statistical Computing, Strategy
Education
Harvard Extension School 2015 — 2016
Data Science
Oracle University 2012 — 2012
Oracle Certified Professional, Java 7 Programmer, Java
Chartered Financial Analyst Institute 2008 — 2008
Chartered Financial Analyst (CFA) program Level 1
University of New South Wales 2007 — 2008
Masters of Commerce (Financial Econometrics), Financial Econometrics
University of Technology, Sydney, Australia 1999 — 2000
Cross institutional studies for Information Science, Information Science/Studies
University of Newcastle, Newcastle, Australia 1995 — 1998
Bachelor of Information Science, IT
J.P. Morgan 2008 - 2011
Eagle Burgmann Industries Ltd: April 2000 - March 2008
Credit Corp Group Ltd October 2006 - July 2007
Credit Corp Group Ltd: November 2005 - August 2006
Credit Corp Group Ltd: November 2005 - August 2006
Synopsis Solutions Pty Ltd July 2000 - May 2005
IMS Health March 1998 - June 2000
Skills
Project Management, Analytics, Databases, Agile Methodologies, Fixed Income, Software Development, Microsoft SQL (TSQL &..., Data Warehousing, Agile Application..., Rapid Application..., Oracle SQL, Java, JavaScript, Sybase, VBA, VBScript, Visual Basic, Python, SQLite, Crystal Reports, Financial Modeling, Portfolio Management, Lynx (JP Morgan..., MS SQL Business..., Active Server Pages..., R Statistical Computing, Strategy
Education
Harvard Extension School 2015 — 2016
Data Science
Oracle University 2012 — 2012
Oracle Certified Professional, Java 7 Programmer, Java
Chartered Financial Analyst Institute 2008 — 2008
Chartered Financial Analyst (CFA) program Level 1
University of New South Wales 2007 — 2008
Masters of Commerce (Financial Econometrics), Financial Econometrics
University of Technology, Sydney, Australia 1999 — 2000
Cross institutional studies for Information Science, Information Science/Studies
University of Newcastle, Newcastle, Australia 1995 — 1998
Bachelor of Information Science, IT
Richard Galvan Richard Galvan's J.P. Morgan Experience October 2010 - Present
Job Junior Captain, Investment Banking, Cornell University Risk Recruiting bei J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2010 - Present
J.P. Morgan June 2009 - Present
educarm 2008 - 2009
Jeff Fortenberry August 2007 - September 2007
Bank of America September 2006 - December 2006
Skills
Valuation, ALM, Asset Allocation, Risk Assessment, Economic Capital, Quantitative Finance, Spanish-English
Education
Harvard Business School 2006 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
Bachelor of Science (BS)
J.P. Morgan October 2010 - Present
J.P. Morgan June 2009 - Present
educarm 2008 - 2009
Jeff Fortenberry August 2007 - September 2007
Bank of America September 2006 - December 2006
Skills
Valuation, ALM, Asset Allocation, Risk Assessment, Economic Capital, Quantitative Finance, Spanish-English
Education
Harvard Business School 2006 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
Bachelor of Science (BS)
Mack Rossoff Mack Rossoff's J.P. Morgan Experience 1997 - 2000
Job Managing Director at Rossoff & Co. LLC
Industry Investment Banking
Experience
Rossoff & Company LLC 2007 - Present
Banc of America Securities 2002 - 2007
Soundview Technology Group 2000 - 2002
J.P. Morgan 1997 - 2000
Schroder & Co 1995 - 1997
Dillon Read & Co. 1992 - 1995
Wasserstein Perella 1988 - 1992
The First Boston Corporation 1982 - 1988
Skills
Investment Banking, Corporate Finance, Valuation, Mergers, Mergers & Acquisitions, Emerging Markets, Acquisitions, Securities, Fixed Income, Investor Relations, Management Consulting, Management, Strategy, Leveraged Finance, Entrepreneurship, Angel Investing, Alternative Investments, Business Valuation, Derivatives, Finance, Structured Finance, Asset Managment, Asset Management, Executive Management, Joint Ventures, Business Strategy
Education
Harvard Business School 1980 — 1982
MBA, General Management
Princeton University 1970 — 1974
AB, Philosophy
Rossoff & Company LLC 2007 - Present
Banc of America Securities 2002 - 2007
Soundview Technology Group 2000 - 2002
J.P. Morgan 1997 - 2000
Schroder & Co 1995 - 1997
Dillon Read & Co. 1992 - 1995
Wasserstein Perella 1988 - 1992
The First Boston Corporation 1982 - 1988
Skills
Investment Banking, Corporate Finance, Valuation, Mergers, Mergers & Acquisitions, Emerging Markets, Acquisitions, Securities, Fixed Income, Investor Relations, Management Consulting, Management, Strategy, Leveraged Finance, Entrepreneurship, Angel Investing, Alternative Investments, Business Valuation, Derivatives, Finance, Structured Finance, Asset Managment, Asset Management, Executive Management, Joint Ventures, Business Strategy
Education
Harvard Business School 1980 — 1982
MBA, General Management
Princeton University 1970 — 1974
AB, Philosophy
Anatola He's J.P. Morgan Experience September 2013 - June 2015
Job Investment Associate at Tusk Ventures
Industry Venture Capital & Private Equity
Experience
Tusk Ventures July 2015 - Present
J.P. Morgan September 2013 - June 2015
J.P. Morgan June 2011 - September 2013
The Sustainability Consortium July 2009 - August 2010
Translational Genomics Research Institute (TGen) July 2007 - August 2007
Skills
Research, Sustainability, PowerPoint, Data Analysis, Event Planning, Volunteer Management, Public Speaking, Community Outreach, Fundraising, Business Development, Spanish, Investment Banking
Education
Harvard University 2008 — 2012
BA, Economics; Environmental Science & Public Policy
Tusk Ventures July 2015 - Present
J.P. Morgan September 2013 - June 2015
J.P. Morgan June 2011 - September 2013
The Sustainability Consortium July 2009 - August 2010
Translational Genomics Research Institute (TGen) July 2007 - August 2007
Skills
Research, Sustainability, PowerPoint, Data Analysis, Event Planning, Volunteer Management, Public Speaking, Community Outreach, Fundraising, Business Development, Spanish, Investment Banking
Education
Harvard University 2008 — 2012
BA, Economics; Environmental Science & Public Policy
Karen Morven's J.P. Morgan Experience June 2011 - August 2011
Job MBA candidate at Harvard Business School
Industry Management Consulting
Experience
onefinestay June 2015 - July 2015
The Boston Consulting Group September 2014 - June 2015
The Boston Consulting Group September 2012 - August 2014
J.P. Morgan June 2011 - August 2011
The Tutoring Center (University of Pennsylvania) October 2009 - December 2010
Wharton Entrepreneurial Programs January 2010 - October 2010
J.P. Morgan June 2010 - August 2010
Skills
Spanish, English, Portuguese
Education
Harvard Business School 2015 — 2017
Middlebury College 2012 — 2012
Portuguese
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance; Operations and Information Management
Rotterdam School of Management, Erasmus University 2011 — 2011
onefinestay June 2015 - July 2015
The Boston Consulting Group September 2014 - June 2015
The Boston Consulting Group September 2012 - August 2014
J.P. Morgan June 2011 - August 2011
The Tutoring Center (University of Pennsylvania) October 2009 - December 2010
Wharton Entrepreneurial Programs January 2010 - October 2010
J.P. Morgan June 2010 - August 2010
Skills
Spanish, English, Portuguese
Education
Harvard Business School 2015 — 2017
Middlebury College 2012 — 2012
Portuguese
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance; Operations and Information Management
Rotterdam School of Management, Erasmus University 2011 — 2011
Allison Keavey's J.P. Morgan Experience June 2013 - August 2013
Job Senior Director, City Management at Manicube
Industry Consumer Services
Experience
Manicube August 2015 - Present
Manicube May 2014 - Present
J.P. Morgan June 2013 - August 2013
CNBC July 2008 - July 2012
Merrill Lynch July 2007 - July 2008
Skills
Television, Digital Media, Social Media, Editing, New Media, Broadcast, Video Production, Media Relations, Journalism, Blogging, Press Releases, Management, Strategic Communications, Facebook
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Harvard College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Manicube August 2015 - Present
Manicube May 2014 - Present
J.P. Morgan June 2013 - August 2013
CNBC July 2008 - July 2012
Merrill Lynch July 2007 - July 2008
Skills
Television, Digital Media, Social Media, Editing, New Media, Broadcast, Video Production, Media Relations, Journalism, Blogging, Press Releases, Management, Strategic Communications, Facebook
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Harvard College 2003 — 2007
Bachelor of Arts (B.A.), Sociology
Kelly Cheng's J.P. Morgan Experience June 2000 - September 2001
Job Director, Debt Capital Markets at Barclays
Industry Financial Services
Experience
Barclays September 2008 - Present
Lehman Brothers August 2006 - September 2008
NBC Universal June 2005 - August 2005
CM Equity Partners September 2001 - May 2004
J.P. Morgan June 2000 - September 2001
Skills
Financial Modeling, Mergers, Due Diligence, Capital Markets, Investments, Strategy, Portfolio Management, Finance, Investor Relations, Structured Finance, Restructuring, Joint Ventures, Strategic Planning, Investment Banking, Private Equity, Renewable Energy, Valuation, Venture Capital, Hedge Funds, Cleantech
Education
Harvard Business School 2004 — 2006
MBA
Yale University 1996 — 2000
BA, Economics, East Asian studies
Barclays September 2008 - Present
Lehman Brothers August 2006 - September 2008
NBC Universal June 2005 - August 2005
CM Equity Partners September 2001 - May 2004
J.P. Morgan June 2000 - September 2001
Skills
Financial Modeling, Mergers, Due Diligence, Capital Markets, Investments, Strategy, Portfolio Management, Finance, Investor Relations, Structured Finance, Restructuring, Joint Ventures, Strategic Planning, Investment Banking, Private Equity, Renewable Energy, Valuation, Venture Capital, Hedge Funds, Cleantech
Education
Harvard Business School 2004 — 2006
MBA
Yale University 1996 — 2000
BA, Economics, East Asian studies
Ruotao Wang Ruotao Wang's J.P. Morgan Experience July 2009 - July 2012
Job Associate at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2015 - Present
Morgan Stanley June 2014 - August 2014
U.S. Department of the Treasury May 2013 - August 2013
J.P. Morgan July 2009 - July 2012
J.P. Morgan June 2008 - August 2008
Education
Harvard Law School 2012 — 2015
Doctor of Law (JD)
University of Michigan 2005 — 2009
BA
Barclays Investment Bank July 2015 - Present
Morgan Stanley June 2014 - August 2014
U.S. Department of the Treasury May 2013 - August 2013
J.P. Morgan July 2009 - July 2012
J.P. Morgan June 2008 - August 2008
Education
Harvard Law School 2012 — 2015
Doctor of Law (JD)
University of Michigan 2005 — 2009
BA
Peter Michel Peter Michel's J.P. Morgan Experience September 2008 - September 2008
Job Harvard Business School Fulbright Scholar
Industry Financial Services
Experience
US-UK Fulbright Commission (Harvard Business School) August 2015 - Present
Bain Capital June 2013 - July 2015
Merrill Lynch July 2010 - March 2013
Merrill Lynch July 2009 - August 2009
J.P. Morgan September 2008 - September 2008
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Oxford University 2007 — 2010
Bachelor of Arts - BA (Hons), Economics & Management, 2.i
Bournemouth School 2000 — 2007
GCSEs & A-Levels, Maths, Economics, Politics, Business Studies
US-UK Fulbright Commission (Harvard Business School) August 2015 - Present
Bain Capital June 2013 - July 2015
Merrill Lynch July 2010 - March 2013
Merrill Lynch July 2009 - August 2009
J.P. Morgan September 2008 - September 2008
Skills
Valuation, Financial Modeling, Investment Banking, Capital Markets, Corporate Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Oxford University 2007 — 2010
Bachelor of Arts - BA (Hons), Economics & Management, 2.i
Bournemouth School 2000 — 2007
GCSEs & A-Levels, Maths, Economics, Politics, Business Studies
Angela Shulman Angela Shulman's J.P. Morgan Experience July 2008 - May 2009
Job COO / Cofounder at MongoLab
Industry Computer Software
Experience
MongoLab March 2011 - Present
J.P. Morgan July 2008 - May 2009
Merced Systems, Inc. January 2006 - June 2006
Merced Systems, Inc. February 2004 - December 2005
Oracle Corporation August 2001 - May 2003
Scient 1999 - 2001
Skills
Start-ups, Databases, SaaS, Product Management, Enterprise Software, Analytics, Cloud Computing, Software Development, MongoDB, Cloud Computing IaaS, XaaS, Database Administration, cloud, Amazon Cloud, Amazon Web Services..., Web Applications, PaaS, Software Engineering, Professional Services, Agile Methodologies, Strategic Partnerships, Management, Business Analysis, Strategy
Education
Harvard University 1995 — 1999
AB, Applied Mathematics
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
MongoLab March 2011 - Present
J.P. Morgan July 2008 - May 2009
Merced Systems, Inc. January 2006 - June 2006
Merced Systems, Inc. February 2004 - December 2005
Oracle Corporation August 2001 - May 2003
Scient 1999 - 2001
Skills
Start-ups, Databases, SaaS, Product Management, Enterprise Software, Analytics, Cloud Computing, Software Development, MongoDB, Cloud Computing IaaS, XaaS, Database Administration, cloud, Amazon Cloud, Amazon Web Services..., Web Applications, PaaS, Software Engineering, Professional Services, Agile Methodologies, Strategic Partnerships, Management, Business Analysis, Strategy
Education
Harvard University 1995 — 1999
AB, Applied Mathematics
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Keri DeMar Keri DeMar's J.P. Morgan Experience June 2010 - August 2011
Job Director, Strategy
Industry Financial Services
Experience
First Data Corporation June 2015 - Present
Google June 2014 - August 2014
American Express August 2011 - July 2013
J.P. Morgan June 2010 - August 2011
J.P. Morgan June 2009 - August 2009
Skills
Financial Forecasting, Credit Analysis, Credit Risk, Valuation, Investment Banking, Microsoft Excel, PowerPoint, SQL, Essbase, Financial Modeling, LBO, Forecasting, Portfolio Management, Bloomberg, Corporate Finance
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
North Carolina State University - College of Management 2006 — 2010
BS, Business Administration- Finance
First Data Corporation June 2015 - Present
Google June 2014 - August 2014
American Express August 2011 - July 2013
J.P. Morgan June 2010 - August 2011
J.P. Morgan June 2009 - August 2009
Skills
Financial Forecasting, Credit Analysis, Credit Risk, Valuation, Investment Banking, Microsoft Excel, PowerPoint, SQL, Essbase, Financial Modeling, LBO, Forecasting, Portfolio Management, Bloomberg, Corporate Finance
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
North Carolina State University - College of Management 2006 — 2010
BS, Business Administration- Finance
Cosmo Jiang's J.P. Morgan Experience June 2008 - August 2008
Job Investment Analyst at Hitchwood Capital
Industry Investment Management
Experience
Hitchwood Capital April 2015 - Present
Apollo Global Management LLC August 2013 - April 2015
Evercore Partners June 2011 - June 2013
Harvard Extension School September 2009 - May 2011
Macquarie Capital Funds June 2010 - August 2010
Harvard College Consulting Group September 2007 - July 2010
Ivy Insiders March 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Skills
Stata, Economics, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Bloomberg, Entrepreneurship, PowerPoint, Research, Data Analysis, Corporate Finance, Public Speaking, Private Equity, Due Diligence, Strategy, Investments
Education
Harvard University 2007 — 2011
A.B. degree, Applied Mathematics; Secondary in Statistics, Chinese Language Citation
Cupertino High School 2003 — 2007
Hitchwood Capital April 2015 - Present
Apollo Global Management LLC August 2013 - April 2015
Evercore Partners June 2011 - June 2013
Harvard Extension School September 2009 - May 2011
Macquarie Capital Funds June 2010 - August 2010
Harvard College Consulting Group September 2007 - July 2010
Ivy Insiders March 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Skills
Stata, Economics, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Bloomberg, Entrepreneurship, PowerPoint, Research, Data Analysis, Corporate Finance, Public Speaking, Private Equity, Due Diligence, Strategy, Investments
Education
Harvard University 2007 — 2011
A.B. degree, Applied Mathematics; Secondary in Statistics, Chinese Language Citation
Cupertino High School 2003 — 2007
Irshad Karim Irshad Karim's J.P. Morgan Experience 2000 - 2005
Job Counsel / CCO at Lion Point Capital
Industry Law Practice
Experience
Lion Point Capital 2015 - Present
SEC Compliance Consultants, Inc. (SEC3)/Regulatory Compliance 2013 - 2015
Lombard Odier Asset Management (USA) Corp 2012 - 2013
Autonomy Capital 2010 - 2012
BlackRock/R3 Capital 2008 - 2010
Old Lane 2006 - 2008
J.P. Morgan 2000 - 2005
Skills
Hedge Funds, Securities Law, Private Equity, Investment Advisory, Securities, Asset Management, Compliance, Alternative Investments, Corporate Law, Private Placements, Asset Managment, Securities Regulation, Fund Of Funds, Investments, Corporate Governance, Capital Markets, Investment Management, Investment Advisers Act, Due Diligence
Education
Harvard Law School
JD
New York University
BA
Lion Point Capital 2015 - Present
SEC Compliance Consultants, Inc. (SEC3)/Regulatory Compliance 2013 - 2015
Lombard Odier Asset Management (USA) Corp 2012 - 2013
Autonomy Capital 2010 - 2012
BlackRock/R3 Capital 2008 - 2010
Old Lane 2006 - 2008
J.P. Morgan 2000 - 2005
Skills
Hedge Funds, Securities Law, Private Equity, Investment Advisory, Securities, Asset Management, Compliance, Alternative Investments, Corporate Law, Private Placements, Asset Managment, Securities Regulation, Fund Of Funds, Investments, Corporate Governance, Capital Markets, Investment Management, Investment Advisers Act, Due Diligence
Education
Harvard Law School
JD
New York University
BA
Vitali Bourchtein Vitali Bourchtein's J.P. Morgan Experience June 2011 - June 2013
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Irving Place Capital July 2013 - June 2015
J.P. Morgan June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Canaccord Adams June 2009 - August 2009
Basketball World Toronto September 2006 - August 2009
Canaccord Adams September 2008 - December 2008
Skills
Financial Modeling, Valuation, Mergers, Corporate Finance, LBO, Investment Banking, Financial Analysis, Mergers & Acquisitions, Private Equity, Creative Problem Solving, Capital Markets, Hedge Funds, Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science, Finance, Accounting
Crescent School 2003 — 2007
Irving Place Capital July 2013 - June 2015
J.P. Morgan June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Canaccord Adams June 2009 - August 2009
Basketball World Toronto September 2006 - August 2009
Canaccord Adams September 2008 - December 2008
Skills
Financial Modeling, Valuation, Mergers, Corporate Finance, LBO, Investment Banking, Financial Analysis, Mergers & Acquisitions, Private Equity, Creative Problem Solving, Capital Markets, Hedge Funds, Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science, Finance, Accounting
Crescent School 2003 — 2007
Armand Mignot Armand Mignot's J.P. Morgan Experience June 2010 - July 2012
Job Corporate Development Intern at Equinix
Industry Venture Capital & Private Equity
Experience
Equinix June 2015 - August 2015
BV Investment Partners July 2012 - May 2015
J.P. Morgan June 2010 - July 2012
MIT Office of Admissions 2007 - 2010
JPMorgan June 2009 - August 2009
FUMEC June 2008 - August 2008
Skills
LBO, Financial Modeling, Investment Banking, Valuation, Private Equity, Due Diligence, Alternative Investments, DCF, Corporate Finance, Corporate Development
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2006 — 2010
Management Science, Finance
Equinix June 2015 - August 2015
BV Investment Partners July 2012 - May 2015
J.P. Morgan June 2010 - July 2012
MIT Office of Admissions 2007 - 2010
JPMorgan June 2009 - August 2009
FUMEC June 2008 - August 2008
Skills
LBO, Financial Modeling, Investment Banking, Valuation, Private Equity, Due Diligence, Alternative Investments, DCF, Corporate Finance, Corporate Development
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2006 — 2010
Management Science, Finance
Louise Couch Louise Couch's J.P. Morgan Experience July 2013 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Harvard Business School August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Booz and Company October 2007 - August 2011
BPP Professional Education 2009 - 2009
Booz Allen Hamilton October 2007 - April 2008
Skills
Strategy, Financial Modeling, Management Consulting, Mergers & Acquisitions, Corporate Development, Business Strategy, Valuation, Strategic Consulting
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA) with High Distinction
University of Cambridge 2004 — 2007
BA (Hons), English
J.P. Morgan July 2013 - Present
Harvard Business School August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Booz and Company October 2007 - August 2011
BPP Professional Education 2009 - 2009
Booz Allen Hamilton October 2007 - April 2008
Skills
Strategy, Financial Modeling, Management Consulting, Mergers & Acquisitions, Corporate Development, Business Strategy, Valuation, Strategic Consulting
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA) with High Distinction
University of Cambridge 2004 — 2007
BA (Hons), English
Raymond Wareham Raymond Wareham's J.P. Morgan Experience 1975 - 1999
Job Managing Director at Rockefeller & Company
Industry Investment Management
Experience
Rockefeller & Company September 2012 - Present
Bernstein Global Wealth Management 1999 - April 2012
J.P. Morgan 1975 - 1999
US Navy 1970 - 1973
Skills
Investment Banking, Investments, Wealth, Corporate Finance, Finance, Financial Modeling, Management, Investment Management, Asset Allocation, Wealth Management..., Financial Services, Investment Advisory, High Net Worth..., Due Diligence, Investment Strategies, Portfolio Management, Securities, Wealth Management, Private Equity, Mergers & Acquisitions, Equities, Trusts, Valuation, Alternative Investments, Hedge Funds, Financial Analysis, Strategic Financial..., Capital Markets, Fixed Income, Mutual Funds, Asset Management
Education
Harvard Business School 1973 — 1975
MBA
Northwestern University 1966 — 1970
BS Engineering, Industrial Engg & Computer Science
Rockefeller & Company September 2012 - Present
Bernstein Global Wealth Management 1999 - April 2012
J.P. Morgan 1975 - 1999
US Navy 1970 - 1973
Skills
Investment Banking, Investments, Wealth, Corporate Finance, Finance, Financial Modeling, Management, Investment Management, Asset Allocation, Wealth Management..., Financial Services, Investment Advisory, High Net Worth..., Due Diligence, Investment Strategies, Portfolio Management, Securities, Wealth Management, Private Equity, Mergers & Acquisitions, Equities, Trusts, Valuation, Alternative Investments, Hedge Funds, Financial Analysis, Strategic Financial..., Capital Markets, Fixed Income, Mutual Funds, Asset Management
Education
Harvard Business School 1973 — 1975
MBA
Northwestern University 1966 — 1970
BS Engineering, Industrial Engg & Computer Science
Joy Collins Profet's J.P. Morgan Experience January 1997 - January 2000
Job General Manager at Essence Communications
Industry Public Relations and Communications
Experience
Essence Communications January 2008 - Present
NBC Universal January 2000 - January 2008
J.P. Morgan January 1997 - January 2000
Education
Harvard Business School 2002 — 2004
MBA, General Management
Essence Communications January 2008 - Present
NBC Universal January 2000 - January 2008
J.P. Morgan January 1997 - January 2000
Education
Harvard Business School 2002 — 2004
MBA, General Management
Julie Cockle's J.P. Morgan Experience July 2011 - March 2012
Job MBA Candidate at Harvard Business School
Industry Computer Software
Experience
Intuit June 2015 - August 2015
Checchi Capital Advisers April 2012 - July 2014
J.P. Morgan July 2011 - March 2012
J.P. Morgan July 2008 - July 2011
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Miami University 2004 — 2008
B.S.B.A., Finance
Intuit June 2015 - August 2015
Checchi Capital Advisers April 2012 - July 2014
J.P. Morgan July 2011 - March 2012
J.P. Morgan July 2008 - July 2011
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Miami University 2004 — 2008
B.S.B.A., Finance
Tyler Biddix's J.P. Morgan Experience July 2011 - June 2013
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
Bain Capital August 2013 - July 2015
J.P. Morgan July 2011 - June 2013
J.P. Morgan June 2010 - August 2010
Harris Williams & Co. December 2009 - January 2010
Skills
Valuation, Financial Modeling
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Virginia 2007 — 2011
Commerce, Finance
Bain Capital August 2013 - July 2015
J.P. Morgan July 2011 - June 2013
J.P. Morgan June 2010 - August 2010
Harris Williams & Co. December 2009 - January 2010
Skills
Valuation, Financial Modeling
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Virginia 2007 — 2011
Commerce, Finance
Heather Evans's J.P. Morgan Experience January 2014 - Present
Job Chief Marketing Officer, J.P. Morgan Markets & Investor Services
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
True Color 2009 - 2013
Bank of America Merrill Lynch 2006 - 2009
Morgan Stanley 2005 - 2006
Morgan Stanley 2000 - 2005
Heather Evans & Associates 1990 - 2000
Bear Stearns 1984 - 1986
Morgan Stanley 1979 - 1981
Skills
Business Strategy, Strategy, Equities, Marketing Strategy, Fixed Income, Customer Satisfaction..., Prime Brokerage, Mergers & Acquisitions, Entrepreneurship, Management, Hedge Funds, Investment Banking, Financial Services, Thought Leadership, Content Strategy, Content Development, Asset Management, Alternative Investments, Private Equity, Customer Satisfaction, Customer Segmentation..., Corporate Development, Design Management, Trading, Strategic Planning, Content Management, Finance, Emerging Markets, Customer Experience, Market Research, Corporate Finance, Competitive Strategy, Branding, Digital Marketing
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Harvard University
A. B., Philosophy
The Spence School
High School
Saint Ann's
J.P. Morgan January 2014 - Present
True Color 2009 - 2013
Bank of America Merrill Lynch 2006 - 2009
Morgan Stanley 2005 - 2006
Morgan Stanley 2000 - 2005
Heather Evans & Associates 1990 - 2000
Bear Stearns 1984 - 1986
Morgan Stanley 1979 - 1981
Skills
Business Strategy, Strategy, Equities, Marketing Strategy, Fixed Income, Customer Satisfaction..., Prime Brokerage, Mergers & Acquisitions, Entrepreneurship, Management, Hedge Funds, Investment Banking, Financial Services, Thought Leadership, Content Strategy, Content Development, Asset Management, Alternative Investments, Private Equity, Customer Satisfaction, Customer Segmentation..., Corporate Development, Design Management, Trading, Strategic Planning, Content Management, Finance, Emerging Markets, Customer Experience, Market Research, Corporate Finance, Competitive Strategy, Branding, Digital Marketing
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Harvard University
A. B., Philosophy
The Spence School
High School
Saint Ann's
Gina V Hall's J.P. Morgan Experience 1986 - 1989
Job at The Carbon Trust
Industry Renewables & Environment
Experience
The Carbon Trust July 2008 - Present
Hill Station plc 1996 - 2007
Monsanto 1990 - 1995
J.P. Morgan 1986 - 1989
Bank of America 1982 - 1985
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
University of California, Davis 1980 — 1982
BS, Agricultural & Managerial Economics
Gavilan College 1978 — 1980
Associate of Arts (A.A.)
The Carbon Trust July 2008 - Present
Hill Station plc 1996 - 2007
Monsanto 1990 - 1995
J.P. Morgan 1986 - 1989
Bank of America 1982 - 1985
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
University of California, Davis 1980 — 1982
BS, Agricultural & Managerial Economics
Gavilan College 1978 — 1980
Associate of Arts (A.A.)
Amanda Alexander Amanda Alexander's J.P. Morgan Experience 2002 - 2002
Job Senior Product Manager at Amazon
Industry Internet
Experience
Amazon 2014 - Present
Thinketh Enterprises LLC 2012 - 2014
Instiglio, Inc. 2012 - 2013
Harvard University 2012 - 2012
Ras Maestros Technology 2011 - 2011
Vine Alternative Investments, LLC 2010 - 2010
Citi June 2005 - 2009
Citi July 2003 - May 2005
J.P. Morgan 2002 - 2002
Skills
Start-ups, Venture Capital, Analytics, Product Management, E-commerce, Leadership, Private Equity, Investment Banking, Finance, Cross-functional Team..., Product Development, Entrepreneurship, Investments, Web Development, Financial Analysis, Product Marketing, Emerging Markets, Business Development, Strategy, Competitive Analysis, Product Lifecycle..., Strategic Planning, Business Strategy, Cloud Computing, Management, Information Technology, Web Design, Mobile Devices, Mobile Applications, Financial Modeling, Data Analysis, Corporate Finance, Management Consulting, Equities, Quantitative Analytics, Valuation, Machine Learning, Enterprise Software, Corporate Development, Go-to-market Strategy, Executive Management, Team Leadership, SaaS, Mergers & Acquisitions, Product Innovation, Artificial Intelligence, Capital Raising, Big Data, People Management, Marketing
Education
Harvard University
Master's degree, Investing, International Development
Massachusetts Institute of Technology
MBA
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business
B.S., Management Information Systems, Engineering - Web Technologies and Applications
Amazon 2014 - Present
Thinketh Enterprises LLC 2012 - 2014
Instiglio, Inc. 2012 - 2013
Harvard University 2012 - 2012
Ras Maestros Technology 2011 - 2011
Vine Alternative Investments, LLC 2010 - 2010
Citi June 2005 - 2009
Citi July 2003 - May 2005
J.P. Morgan 2002 - 2002
Skills
Start-ups, Venture Capital, Analytics, Product Management, E-commerce, Leadership, Private Equity, Investment Banking, Finance, Cross-functional Team..., Product Development, Entrepreneurship, Investments, Web Development, Financial Analysis, Product Marketing, Emerging Markets, Business Development, Strategy, Competitive Analysis, Product Lifecycle..., Strategic Planning, Business Strategy, Cloud Computing, Management, Information Technology, Web Design, Mobile Devices, Mobile Applications, Financial Modeling, Data Analysis, Corporate Finance, Management Consulting, Equities, Quantitative Analytics, Valuation, Machine Learning, Enterprise Software, Corporate Development, Go-to-market Strategy, Executive Management, Team Leadership, SaaS, Mergers & Acquisitions, Product Innovation, Artificial Intelligence, Capital Raising, Big Data, People Management, Marketing
Education
Harvard University
Master's degree, Investing, International Development
Massachusetts Institute of Technology
MBA
Massachusetts Institute of Technology - Sloan School of Management
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business
B.S., Management Information Systems, Engineering - Web Technologies and Applications
Beth (Kytle) Chandler's J.P. Morgan Experience November 2014 - Present
Job Vice President at J.P. Morgan Securities
Industry Investment Management
Experience
J.P. Morgan November 2014 - Present
Atlanta International School June 2010 - Present
MIT Enterprise Forum of Atlanta June 2010 - Present
Zoo Atlanta January 2010 - Present
Skills
Investments, Entrepreneurship, Alternative Investments, Finance, Wealth Management, Equities, Investment Banking, Venture Capital, Asset Allocation, Valuation, Private Equity, Risk Management, Mergers & Acquisitions, Corporate Development, Business Strategy, Strategy, Start-ups, Fixed Income, Financial Advisory, Capital Markets, Due Diligence
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Harvard University 1998 — 2002
A.B., magna cum laude
J.P. Morgan November 2014 - Present
Atlanta International School June 2010 - Present
MIT Enterprise Forum of Atlanta June 2010 - Present
Zoo Atlanta January 2010 - Present
Skills
Investments, Entrepreneurship, Alternative Investments, Finance, Wealth Management, Equities, Investment Banking, Venture Capital, Asset Allocation, Valuation, Private Equity, Risk Management, Mergers & Acquisitions, Corporate Development, Business Strategy, Strategy, Start-ups, Fixed Income, Financial Advisory, Capital Markets, Due Diligence
Education
Stanford University Graduate School of Business 2006 — 2008
MBA
Harvard University 1998 — 2002
A.B., magna cum laude
J. Peter Nolan J. Peter Nolan's J.P. Morgan Experience May 2013 - December 2014
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Harvard Business School August 2015 - Present
CitySquash January 2015 - August 2015
J.P. Morgan May 2013 - December 2014
J.P. Morgan July 2011 - May 2013
J.P. Morgan Securities June 2010 - August 2010
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Equities, Research, Investments, Bloomberg, Valuation, Financial Analysis, Black-Scholes, Modern Portfolio Theory, Equity Derivatives, CAPM, Wealth Management, Structured Products, Investment Banking, Publishing, Fixed Income, Editorial, PowerPoint, Social Media, Hedge Funds, Derivatives, Portfolio Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Kenyon College 2007 — 2011
BA, Cum Laude in Economics, minor in History
University College London, U. of London 2010 — 2010
Economics
Montclair Kimberley Academy 2003 — 2007
Harvard Business School August 2015 - Present
CitySquash January 2015 - August 2015
J.P. Morgan May 2013 - December 2014
J.P. Morgan July 2011 - May 2013
J.P. Morgan Securities June 2010 - August 2010
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Equities, Research, Investments, Bloomberg, Valuation, Financial Analysis, Black-Scholes, Modern Portfolio Theory, Equity Derivatives, CAPM, Wealth Management, Structured Products, Investment Banking, Publishing, Fixed Income, Editorial, PowerPoint, Social Media, Hedge Funds, Derivatives, Portfolio Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Kenyon College 2007 — 2011
BA, Cum Laude in Economics, minor in History
University College London, U. of London 2010 — 2010
Economics
Montclair Kimberley Academy 2003 — 2007
Harris Winters Harris Winters's J.P. Morgan Experience 2000 - 2005
Job Key Clients at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management 2012 - Present
Bank of America Merrill Lynch 2005 - 2012
J.P. Morgan 2000 - 2005
Procter & Gamble 1995 - 1998
Skills
Client Development, Asset Management, Wealth Management, Investment Management, Investments, Corporate Finance, Portfolio Management, Capital Markets, Asset Allocation, Global Client Management, Financial Analysis
Education
Harvard Business School
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
Deutsche Asset & Wealth Management 2012 - Present
Bank of America Merrill Lynch 2005 - 2012
J.P. Morgan 2000 - 2005
Procter & Gamble 1995 - 1998
Skills
Client Development, Asset Management, Wealth Management, Investment Management, Investments, Corporate Finance, Portfolio Management, Capital Markets, Asset Allocation, Global Client Management, Financial Analysis
Education
Harvard Business School
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
Dan Wellman Dan Wellman's J.P. Morgan Experience June 2009 - June 2011
Job Vice President at Crestview Partners
Industry Investment Management
Experience
Nike June 2014 - August 2014
Madison Dearborn Partners, LLC July 2011 - July 2013
J.P. Morgan June 2009 - June 2011
J.P. Morgan June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Investments, Business Valuation, Mergers & Acquisitions
Education
Harvard Business School 2013 — 2015
University of Virginia 2005 — 2009
BS, Finance & Marketing
Gilmour Academy 2001 — 2005
Nike June 2014 - August 2014
Madison Dearborn Partners, LLC July 2011 - July 2013
J.P. Morgan June 2009 - June 2011
J.P. Morgan June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Investments, Business Valuation, Mergers & Acquisitions
Education
Harvard Business School 2013 — 2015
University of Virginia 2005 — 2009
BS, Finance & Marketing
Gilmour Academy 2001 — 2005
Pablo Tsutsumi Acuna's J.P. Morgan Experience July 2007 - June 2010
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management August 2012 - Present
Eton Park Capital Management June 2011 - August 2011
J.P. Morgan July 2007 - June 2010
J.P. Morgan June 2006 - August 2006
Skills
Emerging Markets, Valuation, Private Equity, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Equities, Investments, Capital Markets, Strategy
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Harvard College 2003 — 2007
BA, Economics
Oaktree Capital Management August 2012 - Present
Eton Park Capital Management June 2011 - August 2011
J.P. Morgan July 2007 - June 2010
J.P. Morgan June 2006 - August 2006
Skills
Emerging Markets, Valuation, Private Equity, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Due Diligence, Equities, Investments, Capital Markets, Strategy
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Harvard College 2003 — 2007
BA, Economics
Danielle Wang Danielle Wang's J.P. Morgan Experience January 2010 - February 2010
Job MBA Candidate at HBS
Industry Financial Services
Experience
Bain Capital August 2013 - August 2015
McKinsey & Company August 2011 - June 2013
J.P. Morgan January 2010 - February 2010
Allstate June 2009 - August 2009
Skills
Management Consulting, Business Strategy, Strategy, Data Analysis, Analytics, Business Analysis, Due Diligence, Competitive Analysis, Strategic Consulting, Corporate Development
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2007 — 2011
Chemical - Biological Engineering, Biology
Bain Capital August 2013 - August 2015
McKinsey & Company August 2011 - June 2013
J.P. Morgan January 2010 - February 2010
Allstate June 2009 - August 2009
Skills
Management Consulting, Business Strategy, Strategy, Data Analysis, Analytics, Business Analysis, Due Diligence, Competitive Analysis, Strategic Consulting, Corporate Development
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2007 — 2011
Chemical - Biological Engineering, Biology
Sam Thayer Sam Thayer's J.P. Morgan Experience 1978 - 1982
Job Managing Director, North America at Wilmington Plc
Industry Management Consulting
Experience
Wilmington Plc March 2015 - Present
TNS North America 2008 - 2012
TNS 2005 - 2008
TNS North America 2001 - 2005
Abt Associates 1992 - 2001
Harbridge House 1985 - 1992
J.P. Morgan 1978 - 1982
Skills
Competitive Intelligence
Education
Harvard Business School 1982 — 1984
MBA, Marketing
Trinity College-Hartford 1973 — 1977
BA, American/United States Studies/Civilization
Wilmington Plc March 2015 - Present
TNS North America 2008 - 2012
TNS 2005 - 2008
TNS North America 2001 - 2005
Abt Associates 1992 - 2001
Harbridge House 1985 - 1992
J.P. Morgan 1978 - 1982
Skills
Competitive Intelligence
Education
Harvard Business School 1982 — 1984
MBA, Marketing
Trinity College-Hartford 1973 — 1977
BA, American/United States Studies/Civilization
Kirsten Moss's J.P. Morgan Experience 1986 - 1990
Job Doctoral Student at Massachusetts School of Professional Psychology
Industry Higher Education
Experience
Massachusetts School of Professional Psychology September 2013 - Present
Stanford Graduate School of Business 2010 - Present
Consultant/Coach (Sole Proprietor) 2010 - Present
Egon Zehnder, International 2010 - 2013
Stanford University 2004 - 2010
Harvard Business School 1999 - 2001
Harvard Business School 1995 - 1999
Bertlesmann Music Group 1992 - 1994
J.P. Morgan 1986 - 1990
Skills
Strategic Planning, Leadership Development, Career Counseling, Leadership, Coaching, Executive Coaching, Admissions, Workshop Facilitation, Organizational..., Student Financial Aid, Organizational..., Management Consulting
Education
Harvard Business School 1990 — 1992
MBA
Harvard University 1982 — 1986
AB, Economics, Government, & Sociology
Massachusetts School of Professional Psychology September 2013 - Present
Stanford Graduate School of Business 2010 - Present
Consultant/Coach (Sole Proprietor) 2010 - Present
Egon Zehnder, International 2010 - 2013
Stanford University 2004 - 2010
Harvard Business School 1999 - 2001
Harvard Business School 1995 - 1999
Bertlesmann Music Group 1992 - 1994
J.P. Morgan 1986 - 1990
Skills
Strategic Planning, Leadership Development, Career Counseling, Leadership, Coaching, Executive Coaching, Admissions, Workshop Facilitation, Organizational..., Student Financial Aid, Organizational..., Management Consulting
Education
Harvard Business School 1990 — 1992
MBA
Harvard University 1982 — 1986
AB, Economics, Government, & Sociology
Madan Somasundaram Madan Somasundaram's J.P. Morgan Experience August 2014 - June 2015
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
J.P. Morgan August 2014 - June 2015
J.P. Morgan March 2012 - July 2014
McGill Investment Club April 2010 - May 2011
Wharton Business School and McGill University September 2008 - May 2011
BMO Capital Markets May 2010 - August 2010
Scholar Athlete Academy January 2010 - May 2010
Pannell Kerr Forster East Africa May 2009 - July 2009
UNICEF Kenya December 2006 - January 2007
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Bloomberg, Capital Markets, Financial Analysis, Accounting, Analysis, Business Valuation, Bloomberg Terminal, Entrepreneurship, Finance, Investments
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
McGill University 2008 — 2011
Bachelor's of Commerce, Major in Finance
University of Pennsylvania - The Wharton School 2009 — 2010
Bachelor's of Commerce, Finance and Accounting
J.P. Morgan August 2014 - June 2015
J.P. Morgan March 2012 - July 2014
McGill Investment Club April 2010 - May 2011
Wharton Business School and McGill University September 2008 - May 2011
BMO Capital Markets May 2010 - August 2010
Scholar Athlete Academy January 2010 - May 2010
Pannell Kerr Forster East Africa May 2009 - July 2009
UNICEF Kenya December 2006 - January 2007
Skills
Financial Modeling, Corporate Finance, Investment Banking, Valuation, Bloomberg, Capital Markets, Financial Analysis, Accounting, Analysis, Business Valuation, Bloomberg Terminal, Entrepreneurship, Finance, Investments
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
McGill University 2008 — 2011
Bachelor's of Commerce, Major in Finance
University of Pennsylvania - The Wharton School 2009 — 2010
Bachelor's of Commerce, Finance and Accounting
John McAnearney John McAnearney's J.P. Morgan Experience July 2012 - July 2013
Job Investment Management
Industry Investment Management
Experience
J.P. Morgan July 2012 - July 2013
Siemens Healthcare January 2008 - March 2008
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of Oxford - Said Business School 2010 — 2011
MSc, Financial Economics
University of Oxford 2009 — 2010
MSc, Biomedical Engineering
The University of Western Australia 2004 — 2008
BE, Electrical Engineering
The University of Western Australia 2004 — 2008
BSc, Anatomy & Human Biology
J.P. Morgan July 2012 - July 2013
Siemens Healthcare January 2008 - March 2008
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of Oxford - Said Business School 2010 — 2011
MSc, Financial Economics
University of Oxford 2009 — 2010
MSc, Biomedical Engineering
The University of Western Australia 2004 — 2008
BE, Electrical Engineering
The University of Western Australia 2004 — 2008
BSc, Anatomy & Human Biology
Barbara (Bree) Sterne's J.P. Morgan Experience July 2014 - Present
Job Research Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan July 2011 - June 2014
J.P. Morgan June 2010 - August 2010
Witter Asset Management June 2009 - July 2009
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Corporate Finance, Equity Research, Financial Analysis, Data Analysis, Investments, Research
Education
Harvard University 2007 — 2011
BA, Government
Chapin School 1994 — 2007
J.P. Morgan July 2014 - Present
J.P. Morgan July 2011 - June 2014
J.P. Morgan June 2010 - August 2010
Witter Asset Management June 2009 - July 2009
Skills
Financial Modeling, Valuation, Bloomberg, Equities, Corporate Finance, Equity Research, Financial Analysis, Data Analysis, Investments, Research
Education
Harvard University 2007 — 2011
BA, Government
Chapin School 1994 — 2007
Anny Jeung Anny Jeung's J.P. Morgan Experience June 2010 - August 2010
Job MBA Candidate at Harvard Business School
Industry Consumer Goods
Experience
PepsiCo June 2013 - June 2015
Kini Consulting September 2012 - May 2013
Deloitte Consulting June 2011 - September 2012
J.P. Morgan June 2010 - August 2010
Skills
Management Consulting, Business Process..., Data Analysis, Strategy, PowerPoint, Business Development, Financial Analysis, Analysis, Program Management, Entrepreneurship, Database Tools, Analytics, Valuation, Financial Modeling, Competitive Analysis, CRM, Cooking, Business Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and Statistics
Paramus High School
PepsiCo June 2013 - June 2015
Kini Consulting September 2012 - May 2013
Deloitte Consulting June 2011 - September 2012
J.P. Morgan June 2010 - August 2010
Skills
Management Consulting, Business Process..., Data Analysis, Strategy, PowerPoint, Business Development, Financial Analysis, Analysis, Program Management, Entrepreneurship, Database Tools, Analytics, Valuation, Financial Modeling, Competitive Analysis, CRM, Cooking, Business Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance and Statistics
Paramus High School
Perry Rogers's J.P. Morgan Experience June 2014 - June 2015
Job Harvard Business School
Industry Financial Services
Experience
J.P. Morgan June 2014 - June 2015
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Citi June 2010 - August 2010
Federal Reserve Board June 2009 - August 2009
Skills
Banking, Investment Banking, Finance, Financial Analysis, Financial Modeling, Investments, Bloomberg
Education
Harvard Business School 2015 — 2017
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Valedictorian, Summa Cum Laude
Holton-Arms 2004 — 2008
J.P. Morgan June 2014 - June 2015
J.P. Morgan June 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Citi June 2010 - August 2010
Federal Reserve Board June 2009 - August 2009
Skills
Banking, Investment Banking, Finance, Financial Analysis, Financial Modeling, Investments, Bloomberg
Education
Harvard Business School 2015 — 2017
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Valedictorian, Summa Cum Laude
Holton-Arms 2004 — 2008
Andrew A. Steckler Andrew A. Steckler's J.P. Morgan Experience September 1987 - June 1989
Job Judge at Superior Court of California, Alameda County
Industry Judiciary
Experience
Alameda County Superior Court April 2015 - Present
Alameda County Public Defender's Office January 2006 - April 2015
Alameda County Public Defender's Office 1999 - 2006
Morrison & Foerster LLP January 1998 - November 1998
Alameda County Public Defender's Office 1993 - 1998
Heller Ehrman 1992 - 1993
J.P. Morgan September 1987 - June 1989
Skills
Criminal Law, Litigation, Criminal Defense, Civil Litigation, Appeals, Trial Practice, White Collar Criminal..., Trials
Education
Harvard Law School 1989 — 1992
J.D., Law
Williams College 1983 — 1987
B.A., Economics
The London School of Economics and Political Science (LSE) 1985 — 1986
None, History
Alameda County Superior Court April 2015 - Present
Alameda County Public Defender's Office January 2006 - April 2015
Alameda County Public Defender's Office 1999 - 2006
Morrison & Foerster LLP January 1998 - November 1998
Alameda County Public Defender's Office 1993 - 1998
Heller Ehrman 1992 - 1993
J.P. Morgan September 1987 - June 1989
Skills
Criminal Law, Litigation, Criminal Defense, Civil Litigation, Appeals, Trial Practice, White Collar Criminal..., Trials
Education
Harvard Law School 1989 — 1992
J.D., Law
Williams College 1983 — 1987
B.A., Economics
The London School of Economics and Political Science (LSE) 1985 — 1986
None, History
Alejandro Munoz-Suarez's J.P. Morgan Experience 1998 - 2001
Job B&B Hospitality Group
Industry Restaurants
Experience
Batali & Bastianich Hospitality Group June 2002 - Present
J.P. Morgan 1998 - 2001
McDonald's Corporation January 1995 - July 1996
KPMG US 1991 - 1995
Skills
Executive Management, Start-ups, Corporate Strategy..., International Business..., Corporate Development, New Restaurant Openings, Cultural Intelligence, Budgeting & Forecasting, Cultural Change..., Strategic Planning, Marketing Strategy, Entrepreneurship, P&L Management, Restaurant Marketing, Strategic Partnerships, New Business Development, Staff Training
Education
Harvard Business School 1996 — 1998
Master of Business Administration (M.B.A.)
The Ohio State University 1987 — 1991
Bachelor's Degree, Accounting and Finance
Batali & Bastianich Hospitality Group June 2002 - Present
J.P. Morgan 1998 - 2001
McDonald's Corporation January 1995 - July 1996
KPMG US 1991 - 1995
Skills
Executive Management, Start-ups, Corporate Strategy..., International Business..., Corporate Development, New Restaurant Openings, Cultural Intelligence, Budgeting & Forecasting, Cultural Change..., Strategic Planning, Marketing Strategy, Entrepreneurship, P&L Management, Restaurant Marketing, Strategic Partnerships, New Business Development, Staff Training
Education
Harvard Business School 1996 — 1998
Master of Business Administration (M.B.A.)
The Ohio State University 1987 — 1991
Bachelor's Degree, Accounting and Finance
Campbell Cannon's J.P. Morgan Experience July 2012 - May 2015
Job Student at Harvard Business School
Industry Financial Services
Experience
J.P. Morgan July 2012 - May 2015
Sotheby's June 2010 - August 2010
Skills
Series 7, Series 63, Microsoft Office, Bloomberg Terminal
Education
Harvard Business School 2015 — 2017
Williams College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Art History
St. Paul's School 2005 — 2008
Summa Cum Laude
J.P. Morgan July 2012 - May 2015
Sotheby's June 2010 - August 2010
Skills
Series 7, Series 63, Microsoft Office, Bloomberg Terminal
Education
Harvard Business School 2015 — 2017
Williams College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Art History
St. Paul's School 2005 — 2008
Summa Cum Laude
Sumeet Bhalla Sumeet Bhalla's J.P. Morgan Experience 2003 - 2003
Job Signpost Capital
Industry Investment Management
Experience
Signpost Capital Advisors 2015 - Present
Antara Senior Living Ltd. (part of Max India Ltd.) July 2011 - December 2014
Bain & Company 2005 - 2008
J.P. Morgan 2003 - 2003
Skills
Investment Banking, Investments, Management Consulting, Business Strategy, Financial Modeling, Valuation, Due Diligence, Private Equity, Business Analysis, Corporate Finance
Education
Harvard Business School
Master of Business Administration (MBA)
Imperial College London
Master of Engineering (MEng), Electrical & Electronic Engineering with Management, First Class Honours
Signpost Capital Advisors 2015 - Present
Antara Senior Living Ltd. (part of Max India Ltd.) July 2011 - December 2014
Bain & Company 2005 - 2008
J.P. Morgan 2003 - 2003
Skills
Investment Banking, Investments, Management Consulting, Business Strategy, Financial Modeling, Valuation, Due Diligence, Private Equity, Business Analysis, Corporate Finance
Education
Harvard Business School
Master of Business Administration (MBA)
Imperial College London
Master of Engineering (MEng), Electrical & Electronic Engineering with Management, First Class Honours
Christophe Van's J.P. Morgan Experience May 2015 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
J.P. Morgan June 2014 - August 2014
AIA Group (formerly AIG) June 2013 - August 2013
China Development Bank: China Africa Development Fund May 2013 - June 2013
Education
Harvard University
A.B. with Honors, Applied Mathematics in Computer Sciences and Economics
Eton College
Mathematics, Further Mathematics, Physics, Chemistry, Economics, French, (All As)
J.P. Morgan May 2015 - Present
J.P. Morgan June 2014 - August 2014
AIA Group (formerly AIG) June 2013 - August 2013
China Development Bank: China Africa Development Fund May 2013 - June 2013
Education
Harvard University
A.B. with Honors, Applied Mathematics in Computer Sciences and Economics
Eton College
Mathematics, Further Mathematics, Physics, Chemistry, Economics, French, (All As)
Ming Min Hui's J.P. Morgan Experience June 2010 - July 2011
Job Chief of Staff at Boston Ballet
Industry Nonprofit Organization Management
Experience
Boston Ballet June 2015 - Present
YaleWomen January 2012 - Present
Cue Ball Capital June 2014 - August 2014
Golden Seeds June 2013 - August 2013
JPMorgan Chase August 2011 - May 2013
J.P. Morgan June 2010 - July 2011
Skills
Financial Modeling, Data Analysis, Corporate Finance, Business Strategy, Project Management, Investment Banking, Process Improvement, Email Marketing, Social Media Outreach, Website Development, Analytics, Leadership, Social Media, Mandarin, Finance, Mergers & Acquisitions, Corporate Development, Marketing, Valuation, Strategy, Venture Capital
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Yale University 2006 — 2010
B.A., English
Harvard University 2007 — 2007
Chinese
Boston Ballet June 2015 - Present
YaleWomen January 2012 - Present
Cue Ball Capital June 2014 - August 2014
Golden Seeds June 2013 - August 2013
JPMorgan Chase August 2011 - May 2013
J.P. Morgan June 2010 - July 2011
Skills
Financial Modeling, Data Analysis, Corporate Finance, Business Strategy, Project Management, Investment Banking, Process Improvement, Email Marketing, Social Media Outreach, Website Development, Analytics, Leadership, Social Media, Mandarin, Finance, Mergers & Acquisitions, Corporate Development, Marketing, Valuation, Strategy, Venture Capital
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Yale University 2006 — 2010
B.A., English
Harvard University 2007 — 2007
Chinese
Jillian Kirk Hasbrouck Jillian Kirk Hasbrouck's J.P. Morgan Experience June 2009 - August 2010
Job Global Retail Marketing at Apple
Industry Retail
Experience
Apple September 2015 - Present
Apple June 2014 - August 2014
Disney Interactive December 2012 - June 2013
Disney Interactive September 2010 - December 2012
J.P. Morgan June 2009 - August 2010
J.P. Morgan June 2008 - August 2008
20th Century Fox January 2008 - May 2008
Skills
Financial Modeling, Corporate Development, Digital Media, Financial Analysis, Mergers, Competitive Analysis, Corporate Finance, Digital Marketing, Market Research, Strategy, Product Management, Entertainment, Business Development, Digital Strategy, Business Strategy, Mergers & Acquisitions, Valuation, Business Planning
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2005 — 2009
BS, Business Administration, Magna Cum Laude
Apple September 2015 - Present
Apple June 2014 - August 2014
Disney Interactive December 2012 - June 2013
Disney Interactive September 2010 - December 2012
J.P. Morgan June 2009 - August 2010
J.P. Morgan June 2008 - August 2008
20th Century Fox January 2008 - May 2008
Skills
Financial Modeling, Corporate Development, Digital Media, Financial Analysis, Mergers, Competitive Analysis, Corporate Finance, Digital Marketing, Market Research, Strategy, Product Management, Entertainment, Business Development, Digital Strategy, Business Strategy, Mergers & Acquisitions, Valuation, Business Planning
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2005 — 2009
BS, Business Administration, Magna Cum Laude
Chelsea Gibson Chelsea Gibson's J.P. Morgan Experience 2014 - 2014
Job Merchandising Intern at Belk Inc.
Industry Financial Services
Experience
Belk June 2015 - Present
Victoria's Secret June 2011 - Present
The Coca-Cola Company June 2014 - August 2014
J.P. Morgan 2014 - 2014
Bank of America Merrill Lynch 2014 - 2014
Goldman Sachs 2013 - 2013
TJX June 2010 - August 2010
Skills
Sales, Merchandising, Marketing Strategy, Fashion, Apparel, Customer Satisfaction, Customer Service, Inventory Management, Marketing, Microsoft Word, Public Speaking, Retail, Teamwork, Time Management, Leadership, Facebook, Microsoft Excel
Education
Spelman College 2012 — 2016
Bachelor's degree, Economics
Harvard Business School 2015 — 2015
Certificate, HBS Summer Venture in Management Program Participant
Yonsei University
Cultural Engagement
Belk June 2015 - Present
Victoria's Secret June 2011 - Present
The Coca-Cola Company June 2014 - August 2014
J.P. Morgan 2014 - 2014
Bank of America Merrill Lynch 2014 - 2014
Goldman Sachs 2013 - 2013
TJX June 2010 - August 2010
Skills
Sales, Merchandising, Marketing Strategy, Fashion, Apparel, Customer Satisfaction, Customer Service, Inventory Management, Marketing, Microsoft Word, Public Speaking, Retail, Teamwork, Time Management, Leadership, Facebook, Microsoft Excel
Education
Spelman College 2012 — 2016
Bachelor's degree, Economics
Harvard Business School 2015 — 2015
Certificate, HBS Summer Venture in Management Program Participant
Yonsei University
Cultural Engagement
Monica Kwok's J.P. Morgan Experience June 2013 - August 2013
Job J.D. Candidate at Harvard Law School
Industry Law Practice
Experience
The Wharton School April 2014 - June 2015
The Wharton School April 2014 - August 2014
The Wharton School August 2013 - June 2014
Bank of America Merrill Lynch October 2013 - October 2013
The Ivy Council August 2013 - August 2013
J.P. Morgan June 2013 - August 2013
Education
Harvard Law School 2015 — 2018
Juris Doctor (J.D.)
Harvard Business School HBX 2015 — 2015
Credential of Readiness (CORe), Business Analytics, Economics for Managers, and Financial Accounting
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Political Science, summa cum laude
Harvard Business School 2014 — 2014
Summer Venture in Management Program (SVMP)
The Wharton School April 2014 - June 2015
The Wharton School April 2014 - August 2014
The Wharton School August 2013 - June 2014
Bank of America Merrill Lynch October 2013 - October 2013
The Ivy Council August 2013 - August 2013
J.P. Morgan June 2013 - August 2013
Education
Harvard Law School 2015 — 2018
Juris Doctor (J.D.)
Harvard Business School HBX 2015 — 2015
Credential of Readiness (CORe), Business Analytics, Economics for Managers, and Financial Accounting
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Political Science, summa cum laude
Harvard Business School 2014 — 2014
Summer Venture in Management Program (SVMP)
Nimi Katragadda's J.P. Morgan Experience June 2010 - June 2012
Job Investor at BoxGroup
Industry Venture Capital & Private Equity
Experience
BoxGroup June 2015 - Present
Rough Draft Ventures August 2014 - June 2015
McKinsey & Company June 2014 - August 2014
Google August 2012 - August 2013
J.P. Morgan June 2010 - June 2012
SKS Microfinance Limited July 2008 - August 2008
Skills
Analytics, Financial Modeling, Valuation, Corporate Finance, Marketing Strategy, Product Marketing, Business Development, Strategy, Management, Mergers & Acquisitions, Competitive Analysis, Market Research, Due Diligence
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.), Distinction
Harvard University 2006 — 2010
A.B., Economics and Government, Honors
BoxGroup June 2015 - Present
Rough Draft Ventures August 2014 - June 2015
McKinsey & Company June 2014 - August 2014
Google August 2012 - August 2013
J.P. Morgan June 2010 - June 2012
SKS Microfinance Limited July 2008 - August 2008
Skills
Analytics, Financial Modeling, Valuation, Corporate Finance, Marketing Strategy, Product Marketing, Business Development, Strategy, Management, Mergers & Acquisitions, Competitive Analysis, Market Research, Due Diligence
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.), Distinction
Harvard University 2006 — 2010
A.B., Economics and Government, Honors
Mike Toman Mike Toman's J.P. Morgan Experience June 2009 - June 2011
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Citadel LLC June 2015 - August 2015
GTCR July 2011 - July 2014
J.P. Morgan June 2009 - June 2011
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Chicago 2005 — 2009
Bachelor of Arts (B.A.), Economics
Citadel LLC June 2015 - August 2015
GTCR July 2011 - July 2014
J.P. Morgan June 2009 - June 2011
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Chicago 2005 — 2009
Bachelor of Arts (B.A.), Economics
Christen Chen Christen Chen's J.P. Morgan Experience February 2012 - July 2013
Job Philanthropy strategist and CSR professional
Industry Philanthropy
Experience
NVPC - National Volunteer & Philanthropy Centre November 2013 - December 2014
J.P. Morgan February 2012 - July 2013
Conservation International April 2010 - September 2011
United Nations September 2009 - December 2009
Deloitte July 2007 - June 2009
University of California, San Francisco September 2004 - April 2006
Skills
Business Development, Strategy, Project Management, Management, Strategic Planning, Strategic Partnerships, Policy, Training, Program Management, Management Consulting, Business Strategy, Corporate Social..., Community Development, Community Outreach, Proposal Writing, International..., Strategic Communications, Public Relations, Fundraising, Sustainability, Leadership, Philanthropy, Grant Writing, Nonprofits, Capacity Building, Research, NGOs
Education
Harvard University 2006 — 2007
Master of Education (M.Ed.), Human Development
University of Michigan 2000 — 2004
Bachelor of Arts (B.A.)
NVPC - National Volunteer & Philanthropy Centre November 2013 - December 2014
J.P. Morgan February 2012 - July 2013
Conservation International April 2010 - September 2011
United Nations September 2009 - December 2009
Deloitte July 2007 - June 2009
University of California, San Francisco September 2004 - April 2006
Skills
Business Development, Strategy, Project Management, Management, Strategic Planning, Strategic Partnerships, Policy, Training, Program Management, Management Consulting, Business Strategy, Corporate Social..., Community Development, Community Outreach, Proposal Writing, International..., Strategic Communications, Public Relations, Fundraising, Sustainability, Leadership, Philanthropy, Grant Writing, Nonprofits, Capacity Building, Research, NGOs
Education
Harvard University 2006 — 2007
Master of Education (M.Ed.), Human Development
University of Michigan 2000 — 2004
Bachelor of Arts (B.A.)
Jimmy Taboushka's J.P. Morgan Experience April 2005 - Present
Job Senior Partner at J.P. Morgan
Industry Executive Office
Experience
J.P. Morgan April 2005 - Present
Opium Mar 2012 - 2013
Education
Harvard Law School 1991 — 1994
Master of Laws (LL.M.)
J.P. Morgan April 2005 - Present
Opium Mar 2012 - 2013
Education
Harvard Law School 1991 — 1994
Master of Laws (LL.M.)
Ashley Moser, CFA's J.P. Morgan Experience February 2014 - June 2015
Job MBA Candidate at Harvard Business School
Industry Investment Banking
Experience
J.P. Morgan February 2014 - June 2015
J.P. Morgan May 2011 - February 2014
University of Kansas May 2009 - December 2010
J.P. Morgan June 2010 - August 2010
Coldwell Banker Real Estate April 2006 - January 2008
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Kansas 2006 — 2010
Bachelors, Finance, Marketing, French
J.P. Morgan February 2014 - June 2015
J.P. Morgan May 2011 - February 2014
University of Kansas May 2009 - December 2010
J.P. Morgan June 2010 - August 2010
Coldwell Banker Real Estate April 2006 - January 2008
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Kansas 2006 — 2010
Bachelors, Finance, Marketing, French
Bruno Alberti Bruno Alberti's J.P. Morgan Experience June 2008 - June 2009
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Stanford Graduate School of Business September 2012 - Present
Enfoca Inversiones September 2009 - August 2012
J.P. Morgan June 2008 - June 2009
J.P. Morgan June 2005 - June 2008
Skills
Private Equity, Latin America, Emerging Markets, Mergers, Investment Banking, Valuation, Financial Analysis, Financial Modeling, International Political..., Public Policy, Corporate Finance, Mergers & Acquisitions
Education
Stanford Graduate School of Business 2012 — 2014
MBA
Harvard College 2001 — 2005
AB, Economics
Stanford Graduate School of Business September 2012 - Present
Enfoca Inversiones September 2009 - August 2012
J.P. Morgan June 2008 - June 2009
J.P. Morgan June 2005 - June 2008
Skills
Private Equity, Latin America, Emerging Markets, Mergers, Investment Banking, Valuation, Financial Analysis, Financial Modeling, International Political..., Public Policy, Corporate Finance, Mergers & Acquisitions
Education
Stanford Graduate School of Business 2012 — 2014
MBA
Harvard College 2001 — 2005
AB, Economics
Helen (Rui) Huang Helen (Rui) Huang's J.P. Morgan Experience June 2013 - August 2013
Job Summer Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan June 2013 - August 2013
Summit Partners July 2010 - May 2012
Merrill Lynch August 2007 - June 2010
BlackRock June 2006 - August 2006
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Due Diligence, Financial Analysis, Investments, Equities, Hedge Funds, Bloomberg, Equity Research, US Equities, Emerging Markets, Asset Management, Investment Management, Portfolio Management, Trading, Alternative Investments, Risk Analytics, Deal Execution, Statistical Data..., Healthcare
Education
Harvard Business School 2012 — 2014
University of Virginia 2003 — 2007
McIntire School of Commerce
J.P. Morgan June 2013 - August 2013
Summit Partners July 2010 - May 2012
Merrill Lynch August 2007 - June 2010
BlackRock June 2006 - August 2006
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Due Diligence, Financial Analysis, Investments, Equities, Hedge Funds, Bloomberg, Equity Research, US Equities, Emerging Markets, Asset Management, Investment Management, Portfolio Management, Trading, Alternative Investments, Risk Analytics, Deal Execution, Statistical Data..., Healthcare
Education
Harvard Business School 2012 — 2014
University of Virginia 2003 — 2007
McIntire School of Commerce
Janet Jin's J.P. Morgan Experience June 2014 - August 2014
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - August 2014
McMaster-Carr September 2012 - August 2013
McKinsey & Company July 2011 - September 2012
Moelis & Company June 2010 - August 2010
Hidden River, LLC January 2010 - May 2010
Cisco Systems January 2009 - December 2009
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2007 — 2011
B.S., Business Administration / Biology
J.P. Morgan June 2014 - August 2014
McMaster-Carr September 2012 - August 2013
McKinsey & Company July 2011 - September 2012
Moelis & Company June 2010 - August 2010
Hidden River, LLC January 2010 - May 2010
Cisco Systems January 2009 - December 2009
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2007 — 2011
B.S., Business Administration / Biology
Shobita Das Shobita Das's J.P. Morgan Experience June 2012 - Present
Job Securitized Products Group Analyst
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
J.P. Morgan June 2011 - June 2012
J.P. Morgan May 2010 - August 2011
J.P. Morgan May 2006 - March 2009
Skills
Cross-functional Team..., Series 7, Series 63, Microsoft SQL Server, Bloomberg Terminal, Microsoft Office, Visio, Intex Desktop, SharePoint
Education
Harvard Business School
Executive Education, A New Path
The London School of Economics and Political Science (LSE)
Executive Summer Program, Leadership, Emerging Markets
AIU - London 2004 — 2005
MBA, International Business
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance
J.P. Morgan June 2012 - Present
J.P. Morgan June 2011 - June 2012
J.P. Morgan May 2010 - August 2011
J.P. Morgan May 2006 - March 2009
Skills
Cross-functional Team..., Series 7, Series 63, Microsoft SQL Server, Bloomberg Terminal, Microsoft Office, Visio, Intex Desktop, SharePoint
Education
Harvard Business School
Executive Education, A New Path
The London School of Economics and Political Science (LSE)
Executive Summer Program, Leadership, Emerging Markets
AIU - London 2004 — 2005
MBA, International Business
Pace University - Lubin School of Business 1999 — 2003
BBA, Finance
Natalya Baram's J.P. Morgan Experience March 2014 - Present
Job Global Fixed Income, Currencies, & Commodities COO at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2014 - Present
The Depository Trust & Clearing Corporation January 2014 - March 2014
New York Portfolio Clearing, LLC October 2012 - January 2014
UBS Investment Bank February 2011 - October 2012
HSBC Securities October 2008 - February 2011
HSBC Securities August 2005 - October 2008
JPMorgan Chase 2001 - 2004
Skills
Fixed Income, Capital Markets, Treasury, Derivatives, Investment Banking, Finance, Operational Risk, Strategy, Rates, Interest Rate Swaps, Swaps, Equities, Options, Trading, Financial Risk, Investments, Banking, Market Risk, Management, Leadership, Operations Management
Education
Harvard Business School 2013 — 2014
Program for Leadership Development
Pace University 1998 — 2001
Bachelor of Business Administration (BBA), International Management & Economics
J.P. Morgan March 2014 - Present
The Depository Trust & Clearing Corporation January 2014 - March 2014
New York Portfolio Clearing, LLC October 2012 - January 2014
UBS Investment Bank February 2011 - October 2012
HSBC Securities October 2008 - February 2011
HSBC Securities August 2005 - October 2008
JPMorgan Chase 2001 - 2004
Skills
Fixed Income, Capital Markets, Treasury, Derivatives, Investment Banking, Finance, Operational Risk, Strategy, Rates, Interest Rate Swaps, Swaps, Equities, Options, Trading, Financial Risk, Investments, Banking, Market Risk, Management, Leadership, Operations Management
Education
Harvard Business School 2013 — 2014
Program for Leadership Development
Pace University 1998 — 2001
Bachelor of Business Administration (BBA), International Management & Economics
Yosuke Nishibayashi Yosuke Nishibayashi's J.P. Morgan Experience July 2007 - June 2010
Job Vice President, Mergers & Acquisitions at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Lazard August 2012 - June 2014
J.P. Morgan July 2007 - June 2010
J.P. Morgan July 2004 - June 2007
Skills
Corporate Finance, Leveraged Finance, Cash Flow Forecasting, Financial Modeling, Investment Banking, Valuation, Private Equity, Financial Analysis, LBO, Due Diligence, Investments, Mergers, Equities, Mergers & Acquisitions
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.), General Management
Williams College 2000 — 2004
Bachelor of Arts, Cum Laude, Liberal Arts and Sciences, General Studies and Humanities
Morgan Stanley January 2015 - Present
Lazard August 2012 - June 2014
J.P. Morgan July 2007 - June 2010
J.P. Morgan July 2004 - June 2007
Skills
Corporate Finance, Leveraged Finance, Cash Flow Forecasting, Financial Modeling, Investment Banking, Valuation, Private Equity, Financial Analysis, LBO, Due Diligence, Investments, Mergers, Equities, Mergers & Acquisitions
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.), General Management
Williams College 2000 — 2004
Bachelor of Arts, Cum Laude, Liberal Arts and Sciences, General Studies and Humanities
Nicholas Nick Henley Nicholas Nick Henley's J.P. Morgan Experience February 1991 - February 1999
Job President North America at Naviasys, Inc.
Industry Management Consulting
Experience
Naviasys, Inc. June 2011 - Present
PDG Consulting January 2005 - June 2011
Cable & Wireless February 1999 - January 2005
J.P. Morgan February 1991 - February 1999
Sprint Nextel June 1987 - February 1991
Education
Yale School of Management 1983 — 1986
MBA, International Business
Harvard Business School 1982 — 1986
BS, Business Administration
Naviasys, Inc. June 2011 - Present
PDG Consulting January 2005 - June 2011
Cable & Wireless February 1999 - January 2005
J.P. Morgan February 1991 - February 1999
Sprint Nextel June 1987 - February 1991
Education
Yale School of Management 1983 — 1986
MBA, International Business
Harvard Business School 1982 — 1986
BS, Business Administration
Mateusz Lukasik's J.P. Morgan Experience August 2010 - October 2012
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2015 - Present
Innova Capital June 2014 - August 2014
Ministry of Treasury of the Republic of Poland October 2012 - June 2013
J.P. Morgan August 2010 - October 2012
J.P. Morgan January 2010 - March 2010
Credit Suisse June 2009 - August 2009
Citi July 2008 - September 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Private Equity, Bloomberg, LBO, Capital Markets, Equity Research, Mergers, Mergers & Acquisitions, Investments, Emerging Markets, M&A experience, Equities, Business Valuation, Restructuring
Education
Harvard Business School 2013 — 2015
MBA
Warsaw School of Economics (SGH) 2005 — 2010
Masters Degree, Finance & Accounting with additional coursework in Quantitative Methods and Information Systems
Singapore Management University 2007 — 2007
Semester Abroad, Finance & Entrepreneurship
Bain & Company July 2015 - Present
Innova Capital June 2014 - August 2014
Ministry of Treasury of the Republic of Poland October 2012 - June 2013
J.P. Morgan August 2010 - October 2012
J.P. Morgan January 2010 - March 2010
Credit Suisse June 2009 - August 2009
Citi July 2008 - September 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Private Equity, Bloomberg, LBO, Capital Markets, Equity Research, Mergers, Mergers & Acquisitions, Investments, Emerging Markets, M&A experience, Equities, Business Valuation, Restructuring
Education
Harvard Business School 2013 — 2015
MBA
Warsaw School of Economics (SGH) 2005 — 2010
Masters Degree, Finance & Accounting with additional coursework in Quantitative Methods and Information Systems
Singapore Management University 2007 — 2007
Semester Abroad, Finance & Entrepreneurship
Jessica Reed's J.P. Morgan Experience July 2010 - July 2014
Job MBA Candidate at The Harvard Business School
Industry Financial Services
Experience
The Honest Company June 2015 - August 2015
J.P. Morgan July 2010 - July 2014
J.P. Morgan August 2009 - July 2010
J.P. Morgan October 2007 - August 2009
Commonwealth Bank June 2005 - December 2005
Skills
Due Diligence, Private Equity, Fixed Income, Derivatives, Capital Markets, Investment Banking, Financial Modeling, Investments, Equities, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Bloomberg, Portfolio Management, Finance
Education
Harvard Business School 2014 — 2016
Candidate for Master of Business Administration (MBA)
The Australian National University 2003 — 2007
Bachelor of Commerce (B.Com.), Finance, General
The Honest Company June 2015 - August 2015
J.P. Morgan July 2010 - July 2014
J.P. Morgan August 2009 - July 2010
J.P. Morgan October 2007 - August 2009
Commonwealth Bank June 2005 - December 2005
Skills
Due Diligence, Private Equity, Fixed Income, Derivatives, Capital Markets, Investment Banking, Financial Modeling, Investments, Equities, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Analysis, Bloomberg, Portfolio Management, Finance
Education
Harvard Business School 2014 — 2016
Candidate for Master of Business Administration (MBA)
The Australian National University 2003 — 2007
Bachelor of Commerce (B.Com.), Finance, General
Mark Hulak's J.P. Morgan Experience 1991 - 1996
Job
Industry Internet
Experience
Vadium Technology 2014 - Present
Pairing Partners, LLC 2013 - Present
Seattle Pacific University 2006 - Present
King County Library System Foundation 2002 - Present
Microsoft Corporation 2007 - 2012
BEA Systems 2001 - 2007
The BEA Foundation 2001 - 2007
Experts Exchange 2000 - 2001
Hewlett-Packard 1996 - 2000
J.P. Morgan 1991 - 1996
Skills
Corporate Development, Mergers & Acquisitions, Divestitures, Investments, Joint Ventures, Corporate Finance, Complex Project..., Collaborative Problem..., Due Diligence, Competitive Analysis, Financial Modeling, Finance, Strategy, Strategic Alliances, Global Business..., Strategic Planning, Product Management, Entrepreneurship, Cloud Computing, Program Management, Partner Management, Product Marketing, Mobile Devices, Leadership, Start-ups, SaaS
Education
Harvard Business School
MBA
Yale College
BS / BA, Electrical Engineering & Economics, With Honors
Vadium Technology 2014 - Present
Pairing Partners, LLC 2013 - Present
Seattle Pacific University 2006 - Present
King County Library System Foundation 2002 - Present
Microsoft Corporation 2007 - 2012
BEA Systems 2001 - 2007
The BEA Foundation 2001 - 2007
Experts Exchange 2000 - 2001
Hewlett-Packard 1996 - 2000
J.P. Morgan 1991 - 1996
Skills
Corporate Development, Mergers & Acquisitions, Divestitures, Investments, Joint Ventures, Corporate Finance, Complex Project..., Collaborative Problem..., Due Diligence, Competitive Analysis, Financial Modeling, Finance, Strategy, Strategic Alliances, Global Business..., Strategic Planning, Product Management, Entrepreneurship, Cloud Computing, Program Management, Partner Management, Product Marketing, Mobile Devices, Leadership, Start-ups, SaaS
Education
Harvard Business School
MBA
Yale College
BS / BA, Electrical Engineering & Economics, With Honors
Kristin Meyer's J.P. Morgan Experience July 2005 - July 2007
Job Transaction Services (M&A: Integration/Separation) Consultant
Industry Management Consulting
Experience
KPMG Consulting: Advisory: Transaction Svcs: Strategic Svcs Group, Integration & Separation Advisory October 2009 - Present
Harvard Business School July 2009 - September 2009
KPMG Consulting: Advisory: Transaction Services: Business Due Diligence June 2008 - August 2008
J.P. Morgan July 2005 - July 2007
J.P. Morgan July 2004 - July 2005
Parks, Paton, Hoepfl & Brown Energy Investment Banking, L.P. August 2003 - May 2004
Skills
Strategy, Mergers & Acquisitions, Due Diligence, Management Consulting, Business Development, Leadership, Analysis
Education
Harvard Business School 2007 — 2009
Master of Business Administration
Harvard University 1999 — 2003
B.A.
The Kinkaid School 1986 — 1999
High School Diploma
KPMG Consulting: Advisory: Transaction Svcs: Strategic Svcs Group, Integration & Separation Advisory October 2009 - Present
Harvard Business School July 2009 - September 2009
KPMG Consulting: Advisory: Transaction Services: Business Due Diligence June 2008 - August 2008
J.P. Morgan July 2005 - July 2007
J.P. Morgan July 2004 - July 2005
Parks, Paton, Hoepfl & Brown Energy Investment Banking, L.P. August 2003 - May 2004
Skills
Strategy, Mergers & Acquisitions, Due Diligence, Management Consulting, Business Development, Leadership, Analysis
Education
Harvard Business School 2007 — 2009
Master of Business Administration
Harvard University 1999 — 2003
B.A.
The Kinkaid School 1986 — 1999
High School Diploma
Erin Fitzpatrick's J.P. Morgan Experience April 2014 - Present
Job Vice President Middle Office at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
J.P. Morgan May 2011 - April 2014
JP Morgan September 2006 - May 2011
Sempra Energy Trading September 2004 - September 2006
Skills
Derivatives, Investment Banking, Management, Risk Management
Education
Harvard University 1998 — 2002
J.P. Morgan April 2014 - Present
J.P. Morgan May 2011 - April 2014
JP Morgan September 2006 - May 2011
Sempra Energy Trading September 2004 - September 2006
Skills
Derivatives, Investment Banking, Management, Risk Management
Education
Harvard University 1998 — 2002
Donny Chia's J.P. Morgan Experience 2001 - 2003
Job Director, Corporate Development at Eastman Chemical Company
Industry Chemicals
Experience
Eastman Chemical Company 2015 - Present
Morgan Stanley 2010 - 2015
Morgan Stanley 2006 - 2010
J.P. Morgan 2001 - 2003
Skills
Investment Banking, Capital Markets, Private Equity, LBO, Corporate Finance, Financial Modeling, Valuation, Hedge Funds, Equities, Mergers, Investments, Due Diligence, Mergers & Acquisitions, Fixed Income, Restructuring, Investment Management
Education
Harvard Law School 2003 — 2006
Doctor of Law (J.D.), Law
University of California, Berkeley 1997 — 2001
Bachelor’s Degree, Business Administration
Eastman Chemical Company 2015 - Present
Morgan Stanley 2010 - 2015
Morgan Stanley 2006 - 2010
J.P. Morgan 2001 - 2003
Skills
Investment Banking, Capital Markets, Private Equity, LBO, Corporate Finance, Financial Modeling, Valuation, Hedge Funds, Equities, Mergers, Investments, Due Diligence, Mergers & Acquisitions, Fixed Income, Restructuring, Investment Management
Education
Harvard Law School 2003 — 2006
Doctor of Law (J.D.), Law
University of California, Berkeley 1997 — 2001
Bachelor’s Degree, Business Administration
Cedrick Reynolds's J.P. Morgan Experience April 2010 - Present
Job Executive Director
Industry Financial Services
Experience
J.P. Morgan April 2010 - Present
JCR Partners 2005 - 2010
Bunge 2001 - 2005
MMC Capital July 1999 - March 2001
Prudential Securities 1995 - 1997
Prudential Reinsurance Company June 1993 - June 1995
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Mergers, Corporate Development, Strategic Financial..., Structured Finance, Financial Structuring, LBO, Emerging Markets
Education
Harvard Business School 1997 — 1999
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1989 — 1993
BS, Finance
J.P. Morgan April 2010 - Present
JCR Partners 2005 - 2010
Bunge 2001 - 2005
MMC Capital July 1999 - March 2001
Prudential Securities 1995 - 1997
Prudential Reinsurance Company June 1993 - June 1995
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Corporate Finance, Mergers, Corporate Development, Strategic Financial..., Structured Finance, Financial Structuring, LBO, Emerging Markets
Education
Harvard Business School 1997 — 1999
MBA
Virginia Polytechnic Institute and State University - Pamplin College of Business 1989 — 1993
BS, Finance
Parker Shannon, CFA's J.P. Morgan Experience 1987 - 1990
Job Director at CLSA
Industry Financial Services
Experience
Aldrich Hall, LLC June 2013 - Present
CLSA Asia Pacific Markets May 2000 - May 2013
Samsung Securities 1998 - 2007
Peregrine Securities, Inc. 1996 - 1998
Citicorp Securities 1992 - 1996
J.P. Morgan 1987 - 1990
Salomon Brothers 1986 - 1987
Skills
Management, Business Strategy, Global Equities, Asset Management, Proprietary Trading, Macroeconomics, Monetary Economics, Emerging Markets, Asian Business, Asian markets, Fixed Income Analysis, Credit Analysis, Equity Valuation, Capital Markets, Fundamental Analysis, Direct Sales, Hedging, Financial Modeling, Investment Banking, Equities, Portfolio Management, Global Investment..., Mutual Funds, Financial Services, Alternative Investments, Derivatives, Finance, Investment Management, Master Franchising, Strategy, Retirement Income...
Education
Harvard Business School 1990 — 1992
MBA
Villanova University 1982 — 1986
B.S., Economics, 3.75
Aldrich Hall, LLC June 2013 - Present
CLSA Asia Pacific Markets May 2000 - May 2013
Samsung Securities 1998 - 2007
Peregrine Securities, Inc. 1996 - 1998
Citicorp Securities 1992 - 1996
J.P. Morgan 1987 - 1990
Salomon Brothers 1986 - 1987
Skills
Management, Business Strategy, Global Equities, Asset Management, Proprietary Trading, Macroeconomics, Monetary Economics, Emerging Markets, Asian Business, Asian markets, Fixed Income Analysis, Credit Analysis, Equity Valuation, Capital Markets, Fundamental Analysis, Direct Sales, Hedging, Financial Modeling, Investment Banking, Equities, Portfolio Management, Global Investment..., Mutual Funds, Financial Services, Alternative Investments, Derivatives, Finance, Investment Management, Master Franchising, Strategy, Retirement Income...
Education
Harvard Business School 1990 — 1992
MBA
Villanova University 1982 — 1986
B.S., Economics, 3.75
Sundus Husain's J.P. Morgan Experience June 2007 - August 2007
Job MBA Candidate at Harvard Business School Class of 2015
Industry Retail
Experience
Deloitte August 2015 - Present
Amazon June 2014 - August 2014
Sears Holdings Corporation September 2012 - April 2013
Sears Holdings Corporation May 2011 - August 2012
Sears Holdings Corporation October 2009 - April 2011
NERA Economic Consulting July 2008 - September 2009
J.P. Morgan June 2007 - August 2007
J.P. Morgan June 2006 - August 2006
Citi June 2005 - July 2005
Skills
Analysis, Analytics, Corporate Finance, Business Development, Pricing, Strategic Planning, Management, Competitive Analysis, Pricing Strategy, Financial Modeling, Market Research, Strategy, Data Analysis, Business Strategy
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Mount Holyoke College 2004 — 2008
Bachelor of Arts (B.A.) - Summa cum Laude, Economics / Mathematics
Deloitte August 2015 - Present
Amazon June 2014 - August 2014
Sears Holdings Corporation September 2012 - April 2013
Sears Holdings Corporation May 2011 - August 2012
Sears Holdings Corporation October 2009 - April 2011
NERA Economic Consulting July 2008 - September 2009
J.P. Morgan June 2007 - August 2007
J.P. Morgan June 2006 - August 2006
Citi June 2005 - July 2005
Skills
Analysis, Analytics, Corporate Finance, Business Development, Pricing, Strategic Planning, Management, Competitive Analysis, Pricing Strategy, Financial Modeling, Market Research, Strategy, Data Analysis, Business Strategy
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Mount Holyoke College 2004 — 2008
Bachelor of Arts (B.A.) - Summa cum Laude, Economics / Mathematics
John Stevenson's J.P. Morgan Experience January 1987 - June 1988
Job Kindle at Amazon
Industry Online Media
Experience
Amazon 2013 - Present
DRF.com, Sports Information Group November 2010 - 2013
Stevenson LLC October 2009 - October 2010
TIME For Kids, Time Warner Inc. 2006 - November 2009
In Style; Time Warner September 1999 - August 2006
Sports Illustrated; Time Warner September 1993 - August 1999
J.P. Morgan January 1987 - June 1988
Skills
Online Marketing, Start-ups, Strategic Planning, Product Development, Leadership, User Experience, Publishing, Business Planning, Digital Media, Content Strategy, Digital Strategy, Magazines, Integrated Marketing, New Media, Digital Marketing, Strategic Partnerships, Online Advertising, Social Media, Audience Development, Social Media Marketing, Competitive Analysis, E-commerce, Advertising
Education
Harvard Business School
MBA, Business Administration and Management, General
Tufts University
BA, History/Political Science, Summa Cum Laude
Horace Greeley High School
Amazon 2013 - Present
DRF.com, Sports Information Group November 2010 - 2013
Stevenson LLC October 2009 - October 2010
TIME For Kids, Time Warner Inc. 2006 - November 2009
In Style; Time Warner September 1999 - August 2006
Sports Illustrated; Time Warner September 1993 - August 1999
J.P. Morgan January 1987 - June 1988
Skills
Online Marketing, Start-ups, Strategic Planning, Product Development, Leadership, User Experience, Publishing, Business Planning, Digital Media, Content Strategy, Digital Strategy, Magazines, Integrated Marketing, New Media, Digital Marketing, Strategic Partnerships, Online Advertising, Social Media, Audience Development, Social Media Marketing, Competitive Analysis, E-commerce, Advertising
Education
Harvard Business School
MBA, Business Administration and Management, General
Tufts University
BA, History/Political Science, Summa Cum Laude
Horace Greeley High School
Ken Kapadia's J.P. Morgan Experience December 2003 - May 2004
Job Experienced Strategy, Finance, Investment Banking/M&A, and Private Equity Professional
Industry Financial Services
Experience
Amgen September 2011 - Present
Wilshire Private Markets January 2008 - September 2010
Merrill Lynch December 2005 - December 2006
Montgomery & Co., LLC September 2004 - November 2005
J.P. Morgan December 2003 - May 2004
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Strategy, Due Diligence, Investment Banking, Valuation, Corporate Finance, Market Research, Investments, Financial Analysis, Finance, Corporate Development, Business Development, Portfolio Management, Competitive Analysis, Risk Management, Entrepreneurship, Venture Capital, Business Strategy, Strategic Planning, Business Analysis, Analytics, Equities, Capital Markets, Digital Media, Start-ups, Management, M&A Negotiations, Budgeting, Financial Statements, Growth Strategy, Project Management, Cross-Functional...
Education
Harvard Business School Executive Education
Program for Leadership Development
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, General Management, 3.6/4.0
Southern Methodist University 2002 — 2004
BBA, Finance, 3.7/4.0
Amgen September 2011 - Present
Wilshire Private Markets January 2008 - September 2010
Merrill Lynch December 2005 - December 2006
Montgomery & Co., LLC September 2004 - November 2005
J.P. Morgan December 2003 - May 2004
Skills
Financial Modeling, Private Equity, Mergers & Acquisitions, Strategy, Due Diligence, Investment Banking, Valuation, Corporate Finance, Market Research, Investments, Financial Analysis, Finance, Corporate Development, Business Development, Portfolio Management, Competitive Analysis, Risk Management, Entrepreneurship, Venture Capital, Business Strategy, Strategic Planning, Business Analysis, Analytics, Equities, Capital Markets, Digital Media, Start-ups, Management, M&A Negotiations, Budgeting, Financial Statements, Growth Strategy, Project Management, Cross-Functional...
Education
Harvard Business School Executive Education
Program for Leadership Development
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, General Management, 3.6/4.0
Southern Methodist University 2002 — 2004
BBA, Finance, 3.7/4.0
Cristina Gall's J.P. Morgan Experience July 2012 - April 2014
Job Master of Science in Epidemiology Harvard School of Public Health
Industry Hospital & Health Care
Experience
J.P. Morgan July 2012 - April 2014
JPMorgan June 2008 - June 2012
Lehman Brothers May 2007 - July 2007
Lehman Brothers May 2006 - July 2006
Skills
Investment Management, Investment Banking, Financial Modeling, Valuation, Research, Bloomberg, Management Consulting
Education
Harvard T.H. Chan School of Public Health 2015 — 2017
Master’s Degree, Epidemiology
Mount Holyoke College 2004 — 2008
B.A., Economics
J.P. Morgan July 2012 - April 2014
JPMorgan June 2008 - June 2012
Lehman Brothers May 2007 - July 2007
Lehman Brothers May 2006 - July 2006
Skills
Investment Management, Investment Banking, Financial Modeling, Valuation, Research, Bloomberg, Management Consulting
Education
Harvard T.H. Chan School of Public Health 2015 — 2017
Master’s Degree, Epidemiology
Mount Holyoke College 2004 — 2008
B.A., Economics
Kate Stevenson's J.P. Morgan Experience 1984 - 1995
Job Corporate Director
Industry Capital Markets
Experience
CIBC January 2011 - Present
Valeant Pharmaceuticals September 2010 - Present
OpenText December 2008 - Present
CAE June 2007 - Present
University of Guelph June 2009 - June 2014
The Bishop Strachan School 2006 - 2014
OSI Pharmaceuticals Inc. 2005 - June 2010
Nortel Networks 1995 - August 2007
J.P. Morgan 1984 - 1995
Skills
Corporate Finance, Leadership, Financial Modeling, Auditing, Mergers, Financial Analysis, Finance, Risk Management, Strategic Planning, Business Strategy, Due Diligence, Corporate Governance, Executive Management, Strategy, Financial Risk, Managerial Finance, Training, Mergers & Acquisitions, Investments, Restructuring, Start-ups, Venture Capital, Change Management
Education
Harvard University 1980 — 1984
Graduated Magna Cum Laude from Harvard College
Institute of Corporate Directors (ICD) 2009 — 2009
CIBC January 2011 - Present
Valeant Pharmaceuticals September 2010 - Present
OpenText December 2008 - Present
CAE June 2007 - Present
University of Guelph June 2009 - June 2014
The Bishop Strachan School 2006 - 2014
OSI Pharmaceuticals Inc. 2005 - June 2010
Nortel Networks 1995 - August 2007
J.P. Morgan 1984 - 1995
Skills
Corporate Finance, Leadership, Financial Modeling, Auditing, Mergers, Financial Analysis, Finance, Risk Management, Strategic Planning, Business Strategy, Due Diligence, Corporate Governance, Executive Management, Strategy, Financial Risk, Managerial Finance, Training, Mergers & Acquisitions, Investments, Restructuring, Start-ups, Venture Capital, Change Management
Education
Harvard University 1980 — 1984
Graduated Magna Cum Laude from Harvard College
Institute of Corporate Directors (ICD) 2009 — 2009
Charles F. Lowrey, Jr.'s J.P. Morgan Experience August 1988 - March 2001
Job COO & EVP, International Businesses at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2014 - Present
Prudential Financial February 2011 - March 2014
Prudential Investment Management January 2008 - February 2011
Prudential Real Estate Investors March 2001 - January 2008
J.P. Morgan August 1988 - March 2001
Education
Harvard Business School 1986 — 1988
MBA, Business
Yale University 1980 — 1982
M Arch, Architecture
Princeton University 1975 — 1979
BA, Architecture
Prudential Financial March 2014 - Present
Prudential Financial February 2011 - March 2014
Prudential Investment Management January 2008 - February 2011
Prudential Real Estate Investors March 2001 - January 2008
J.P. Morgan August 1988 - March 2001
Education
Harvard Business School 1986 — 1988
MBA, Business
Yale University 1980 — 1982
M Arch, Architecture
Princeton University 1975 — 1979
BA, Architecture
Jenna Messer's J.P. Morgan Experience July 2010 - May 2013
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
J.P. Morgan Private Bank May 2013 - June 2015
J.P. Morgan July 2010 - May 2013
J.P. Morgan June 2009 - August 2009
Cross Commerce Media June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Financial Analysis, Strategic Financial..., WealthEngine, Asset Allocation, Estate Planning, Alternative Investments, Wealth Management, Microsoft CRM, Foundation Center, Portfolio Management, PowerPoint
Education
Harvard Business School 2015 — 2017
The College of William and Mary 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Friends Academy 2002 — 2006
J.P. Morgan Private Bank May 2013 - June 2015
J.P. Morgan July 2010 - May 2013
J.P. Morgan June 2009 - August 2009
Cross Commerce Media June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Financial Analysis, Strategic Financial..., WealthEngine, Asset Allocation, Estate Planning, Alternative Investments, Wealth Management, Microsoft CRM, Foundation Center, Portfolio Management, PowerPoint
Education
Harvard Business School 2015 — 2017
The College of William and Mary 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Friends Academy 2002 — 2006
Aaron Bendikson's J.P. Morgan Experience 1996 - 1999
Job MD at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management 2005 - Present
Soros Fund Management 1999 - 2005
Ramius Capital Group June 2002 - August 2002
J.P. Morgan 1996 - 1999
Tekni-Plex, Inc. 1900 - 1900
Jackson Square Aviation, LLC 1900 - 1900
Dayco Power Transmission 1900 - 1900
Alliance HealthCare Services 1900 - 1900
Auto Europe Car Rental 1900 - 1900
Skills
Distressed Debt, Debt Restructuring, Private Equity, Due Diligence, High Yield, LBO, Mergers & Acquisitions, Special Situations, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Investments
Education
Harvard Business School 2001 — 2003
MBA
UCLA
BA
Oaktree Capital Management 2005 - Present
Soros Fund Management 1999 - 2005
Ramius Capital Group June 2002 - August 2002
J.P. Morgan 1996 - 1999
Tekni-Plex, Inc. 1900 - 1900
Jackson Square Aviation, LLC 1900 - 1900
Dayco Power Transmission 1900 - 1900
Alliance HealthCare Services 1900 - 1900
Auto Europe Car Rental 1900 - 1900
Skills
Distressed Debt, Debt Restructuring, Private Equity, Due Diligence, High Yield, LBO, Mergers & Acquisitions, Special Situations, Valuation, Investment Banking, Corporate Finance, Financial Modeling, Investments
Education
Harvard Business School 2001 — 2003
MBA
UCLA
BA
Julisa Salas's J.P. Morgan Experience August 2013 - June 2014
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
J.P. Morgan August 2013 - June 2014
JPMorgan Chase March 2010 - July 2013
JPMorgan Chase May 2009 - June 2009
Lehman Brothers May 2008 - June 2008
Skills
PowerPoint, Word, Microsoft Office, Series 7, Bloomberg, series 63, Social Media, Data Analysis, Microsoft Word, Financial Analysis, Finance, Financial Modeling, Research, Microsoft Excel
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2006 — 2010
Bachelor of Arts (BA), English Language and Literature/Letters
J.P. Morgan August 2013 - June 2014
JPMorgan Chase March 2010 - July 2013
JPMorgan Chase May 2009 - June 2009
Lehman Brothers May 2008 - June 2008
Skills
PowerPoint, Word, Microsoft Office, Series 7, Bloomberg, series 63, Social Media, Data Analysis, Microsoft Word, Financial Analysis, Finance, Financial Modeling, Research, Microsoft Excel
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2006 — 2010
Bachelor of Arts (BA), English Language and Literature/Letters
Eric Peiffer's J.P. Morgan Experience August 1997 - April 2003
Job Managing Director, Head of High Grade & High Yield Capital Markets, KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets May 2003 - Present
J.P. Morgan August 1997 - April 2003
Citigroup May 1996 - August 1996
Deloitte & Touche May 1993 - July 1995
Peterson Consulting (Navigant) August 1991 - December 1992
Skills
Capital Markets, Investment Banking
Education
Harvard Business School 1995 — 1997
MBA
Miami University 1987 — 1991
B.S., Accountancy, Finance
KeyBanc Capital Markets May 2003 - Present
J.P. Morgan August 1997 - April 2003
Citigroup May 1996 - August 1996
Deloitte & Touche May 1993 - July 1995
Peterson Consulting (Navigant) August 1991 - December 1992
Skills
Capital Markets, Investment Banking
Education
Harvard Business School 1995 — 1997
MBA
Miami University 1987 — 1991
B.S., Accountancy, Finance
Jonathan Mason's J.P. Morgan Experience March 2013 - April 2015
Job Founder at Temprince
Industry Financial Services
Experience
Temprince December 2012 - Present
J.P. Morgan March 2013 - April 2015
The District Management Council June 2012 - July 2012
Rustic Pathways February 2011 - May 2011
Mamelodi Township Initiative January 2011 - January 2011
Barclays Capital May 2010 - May 2010
Crimson Summer Academy June 2009 - August 2009
Goldman Sachs March 2009 - March 2009
Skills
Team Leadership, Team Building, Entrepreneurship, Social Media, Public Speaking, Business Networking, Management, Strategic Consulting, Research, Leadership, Sales, Program Management, Analysis, Microsoft Excel, Financial Modeling, Mergers & Acquisitions, Investments
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Harvard University 2008 — 2012
Bachelor of Arts (BA)
Harvard Business School
Summer Venture in Management Program
DeMatha High School 2004 — 2008
High School, 4.0
Temprince December 2012 - Present
J.P. Morgan March 2013 - April 2015
The District Management Council June 2012 - July 2012
Rustic Pathways February 2011 - May 2011
Mamelodi Township Initiative January 2011 - January 2011
Barclays Capital May 2010 - May 2010
Crimson Summer Academy June 2009 - August 2009
Goldman Sachs March 2009 - March 2009
Skills
Team Leadership, Team Building, Entrepreneurship, Social Media, Public Speaking, Business Networking, Management, Strategic Consulting, Research, Leadership, Sales, Program Management, Analysis, Microsoft Excel, Financial Modeling, Mergers & Acquisitions, Investments
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Harvard University 2008 — 2012
Bachelor of Arts (BA)
Harvard Business School
Summer Venture in Management Program
DeMatha High School 2004 — 2008
High School, 4.0
Ronald Christopher's J.P. Morgan Experience September 2012 - Present
Job Accomplished senior manager with broad business knowledge and experience in operations, law and investment banking.
Industry Investment Banking
Experience
J.P. Morgan September 2012 - Present
Goldman Sachs March 2006 - September 2011
Axiom Legal January 2004 - May 2006
Morgan Stanley December 1995 - January 1999
Chadbourne & Parke LLP September 1989 - March 1994
Skills
Private Equity, Capital Markets, Mergers, Due Diligence, Financial Regulation, Venture Capital, Corporate Governance, Corporate Finance, Hedge Funds, Securities, Equities, Securities Regulation, Derivatives, Risk Management, Joint Ventures, Corporate Law, Restructuring, Cross-border..., Financial Structuring, Dodd-Frank
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Operations (Dual degree)
Harvard Law School 1986 — 1989
Juris Doctorate, Law
Savannah State University 1983 — 1986
Bachelor of Arts, History
J.P. Morgan September 2012 - Present
Goldman Sachs March 2006 - September 2011
Axiom Legal January 2004 - May 2006
Morgan Stanley December 1995 - January 1999
Chadbourne & Parke LLP September 1989 - March 1994
Skills
Private Equity, Capital Markets, Mergers, Due Diligence, Financial Regulation, Venture Capital, Corporate Governance, Corporate Finance, Hedge Funds, Securities, Equities, Securities Regulation, Derivatives, Risk Management, Joint Ventures, Corporate Law, Restructuring, Cross-border..., Financial Structuring, Dodd-Frank
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance, Operations (Dual degree)
Harvard Law School 1986 — 1989
Juris Doctorate, Law
Savannah State University 1983 — 1986
Bachelor of Arts, History
Bill Rifkin's J.P. Morgan Experience Chairman Global M&AMerrill Lynch1995 - 2009
Job Vice Chairman M&A at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Chairman Global M&AMerrill Lynch1995 - 2009
Salomon Brothers 1978 - 1995
Education
Harvard Business School 1976 — 1978
Master of Business Administration (MBA)
Stanford University 1972 — 1975
Bachelor of Arts (B.A.), Economics
J.P. Morgan Chairman Global M&AMerrill Lynch1995 - 2009
Salomon Brothers 1978 - 1995
Education
Harvard Business School 1976 — 1978
Master of Business Administration (MBA)
Stanford University 1972 — 1975
Bachelor of Arts (B.A.), Economics
Douglas Feagin's J.P. Morgan Experience August 1988 - July 1992
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 1994 - Present
Boston Consulting Group June 1993 - August 1993
J.P. Morgan August 1988 - July 1992
Skills
Investment Banking, Hedge Funds, Private Equity, Capital Markets, Securities, Fixed Income, Valuation, Emerging Markets, Financial Modeling, Mergers & Acquisitions, Equities, IPO, Investments, Corporate Finance
Education
Harvard Business School 1992 — 1994
MBA, Business
University of Virginia 1984 — 1988
Bachelor of Arts, Economics
Goldman Sachs August 1994 - Present
Boston Consulting Group June 1993 - August 1993
J.P. Morgan August 1988 - July 1992
Skills
Investment Banking, Hedge Funds, Private Equity, Capital Markets, Securities, Fixed Income, Valuation, Emerging Markets, Financial Modeling, Mergers & Acquisitions, Equities, IPO, Investments, Corporate Finance
Education
Harvard Business School 1992 — 1994
MBA, Business
University of Virginia 1984 — 1988
Bachelor of Arts, Economics
Eric Karp's J.P. Morgan Experience 1996 - 2000
Job Senior Advisor at Oak Hill Advisors, L.P.
Industry Investment Management
Experience
Oak Hill Advisors, L.P. March 2014 - Present
Sankaty Advisors February 2011 - May 2013
Centaur Capital Management 2009 - 2010
Oak Hill Advisors 2009 - 2010
Bank of America 2003 - 2008
Access Industries 2001 - 2002
J.P. Morgan 1996 - 2000
Skills
Capital Markets, Investment Banking, Equities, Fixed Income, Hedge Funds, Alternative Investments, Securities, Leveraged Finance, Investments, Valuation, Financial Modeling, Private Equity, High Yield, LBO, Corporate Finance, Credit, Private Placements, Middle Market, Credit Analysis, Mergers & Acquisitions
Education
Harvard Business School 1985 — 1987
MBA, Finance
Oak Hill Advisors, L.P. March 2014 - Present
Sankaty Advisors February 2011 - May 2013
Centaur Capital Management 2009 - 2010
Oak Hill Advisors 2009 - 2010
Bank of America 2003 - 2008
Access Industries 2001 - 2002
J.P. Morgan 1996 - 2000
Skills
Capital Markets, Investment Banking, Equities, Fixed Income, Hedge Funds, Alternative Investments, Securities, Leveraged Finance, Investments, Valuation, Financial Modeling, Private Equity, High Yield, LBO, Corporate Finance, Credit, Private Placements, Middle Market, Credit Analysis, Mergers & Acquisitions
Education
Harvard Business School 1985 — 1987
MBA, Finance
Clay Thomson's J.P. Morgan Experience 1996 - 1998
Job Director at Investure
Industry Investment Management
Experience
Investure 2008 - Present
Banc of America Capital Investors 2007 - 2008
HIG Capital LLC 2004 - 2007
Harris Williams 2002 - 2004
J.P. Morgan 1996 - 1998
Skills
Investment Management, Hedge Fund Manager..., Public Equity Manager..., Priavte Equity Investing, Investment Banking, Private Equity, Financial Modeling, Valuation, Investments, Hedge Funds, Alternative Investments, Asset Management, Equities, Due Diligence, Portfolio Management
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
University of Virginia 1991 — 1996
Bachelor's Degree, Commerce
Investure 2008 - Present
Banc of America Capital Investors 2007 - 2008
HIG Capital LLC 2004 - 2007
Harris Williams 2002 - 2004
J.P. Morgan 1996 - 1998
Skills
Investment Management, Hedge Fund Manager..., Public Equity Manager..., Priavte Equity Investing, Investment Banking, Private Equity, Financial Modeling, Valuation, Investments, Hedge Funds, Alternative Investments, Asset Management, Equities, Due Diligence, Portfolio Management
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
University of Virginia 1991 — 1996
Bachelor's Degree, Commerce
Nithya Anantharaman's J.P. Morgan Experience 2011 - 2012
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2014 - Present
Mentor Me India January 2013 - May 2014
McKinsey & Company May 2013 - August 2013
J.P. Morgan 2011 - 2012
J.P. Morgan 2010 - 2011
J.P. Morgan 2008 - 2010
JP Morgan June 2007 - August 2007
Skills
Alternative Investments, Investment Banking, Private Equity, Nonprofits, Financial Modeling, Volunteer Management, Corporate Finance, Valuation, Business Development, Due Diligence, Strategy, Management Consulting, Mergers & Acquisitions
Education
Harvard Business School 2012 — 2014
MBA with Distinction
University of Chicago 2004 — 2008
BA, Economics, South Asian Languages and Civilizations
McKinsey & Company July 2014 - Present
Mentor Me India January 2013 - May 2014
McKinsey & Company May 2013 - August 2013
J.P. Morgan 2011 - 2012
J.P. Morgan 2010 - 2011
J.P. Morgan 2008 - 2010
JP Morgan June 2007 - August 2007
Skills
Alternative Investments, Investment Banking, Private Equity, Nonprofits, Financial Modeling, Volunteer Management, Corporate Finance, Valuation, Business Development, Due Diligence, Strategy, Management Consulting, Mergers & Acquisitions
Education
Harvard Business School 2012 — 2014
MBA with Distinction
University of Chicago 2004 — 2008
BA, Economics, South Asian Languages and Civilizations
Shanshan Jiang's J.P. Morgan Experience July 2007 - June 2011
Job Investment Analyst at PRIMECAP Management Company
Industry Investment Management
Experience
PRIMECAP Management Company September 2013 - Present
Temasek Holdings June 2012 - August 2012
J.P. Morgan July 2007 - June 2011
Education
Harvard Business School 2011 — 2013
Master of Business Administration (M.B.A.)
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), summa cum laude, Economics
PRIMECAP Management Company September 2013 - Present
Temasek Holdings June 2012 - August 2012
J.P. Morgan July 2007 - June 2011
Education
Harvard Business School 2011 — 2013
Master of Business Administration (M.B.A.)
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), summa cum laude, Economics
Jonathan Trott's J.P. Morgan Experience July 2013 - June 2015
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - June 2015
J.P. Morgan June 2010 - July 2013
Skills
Bloomberg, Equity Research, Fixed Income, Equities, Hedge Funds, Credit Derivatives, High Yield, Equity Derivatives, Alternative Investments, Bloomberg Terminal
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Tufts University 2006 — 2010
Bachelor's degree, Economics
Milton Academy 2002 — 2006
J.P. Morgan July 2013 - June 2015
J.P. Morgan June 2010 - July 2013
Skills
Bloomberg, Equity Research, Fixed Income, Equities, Hedge Funds, Credit Derivatives, High Yield, Equity Derivatives, Alternative Investments, Bloomberg Terminal
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Tufts University 2006 — 2010
Bachelor's degree, Economics
Milton Academy 2002 — 2006
Frances Yates's J.P. Morgan Experience January 1995 - January 1999
Job Marine Charterer at Hess Corporation
Industry Oil & Energy
Experience
Hess Corporation March 2007 - Present
Hess Corporation March 2006 - March 2007
HOVENSA February 2004 - March 2006
Hess Corporation February 2001 - March 2003
Hess Energy Trading Company March 1999 - February 2001
J.P. Morgan January 1995 - January 1999
Dow Jones Markets February 1990 - December 1994
Axel Johnson Petroleum Inc. March 1988 - December 1989
Metallgesellschaft Corp October 1986 - March 1988
Texaco Oil Trading and Supply Co. March 1981 - September 1986
Skills
Oil Trader, Petroleum, Oil/Gas, Maritime, Onshore, Trading
Education
United States Merchant Marine Academy 1974 — 1978
BS, Nautical Science
Harvard Business School
Strategic Negotiations Course, April 2004
Hess Corporation March 2007 - Present
Hess Corporation March 2006 - March 2007
HOVENSA February 2004 - March 2006
Hess Corporation February 2001 - March 2003
Hess Energy Trading Company March 1999 - February 2001
J.P. Morgan January 1995 - January 1999
Dow Jones Markets February 1990 - December 1994
Axel Johnson Petroleum Inc. March 1988 - December 1989
Metallgesellschaft Corp October 1986 - March 1988
Texaco Oil Trading and Supply Co. March 1981 - September 1986
Skills
Oil Trader, Petroleum, Oil/Gas, Maritime, Onshore, Trading
Education
United States Merchant Marine Academy 1974 — 1978
BS, Nautical Science
Harvard Business School
Strategic Negotiations Course, April 2004
Alika Phipps's J.P. Morgan Experience July 2006 - July 2009
Job Director at Capital One
Industry Management Consulting
Experience
Capital One August 2015 - Present
Capital One August 2014 - August 2015
McKinsey & Company October 2013 - August 2014
McKinsey & Company October 2011 - October 2013
J.P. Morgan July 2006 - July 2009
Skills
Financial Modeling, Private Equity, Emerging Markets, Due Diligence, Valuation, Investment Banking, Venture Capital, Corporate Finance, Corporate Development, Financial Analysis, Capital Markets, Business Strategy, Management Consulting
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.)
Capital One August 2015 - Present
Capital One August 2014 - August 2015
McKinsey & Company October 2013 - August 2014
McKinsey & Company October 2011 - October 2013
J.P. Morgan July 2006 - July 2009
Skills
Financial Modeling, Private Equity, Emerging Markets, Due Diligence, Valuation, Investment Banking, Venture Capital, Corporate Finance, Corporate Development, Financial Analysis, Capital Markets, Business Strategy, Management Consulting
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (B.S.)
Damon Judd's J.P. Morgan Experience August 1998 - June 2000
Job Managing Director at Confluence Capital Partners
Industry Venture Capital & Private Equity
Experience
Confluence Capital Partners October 2013 - Present
KRG Capital June 2004 - September 2013
The Cypress Group July 2000 - July 2002
J.P. Morgan August 1998 - June 2000
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Yale University 1994 — 1998
Confluence Capital Partners October 2013 - Present
KRG Capital June 2004 - September 2013
The Cypress Group July 2000 - July 2002
J.P. Morgan August 1998 - June 2000
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Yale University 1994 — 1998
Jamey Spencer's J.P. Morgan Experience June 1997 - May 2000
Job Senior Investment Director at Cambridge Associates
Industry Venture Capital & Private Equity
Experience
Kayne Anderson Capital Advisors October 2013 - August 2014
Fort Point Capital April 2009 - June 2013
Morgan Creek Capital Management, LLC February 2006 - March 2009
The Riverside Company June 2002 - January 2006
J.P. Morgan June 1997 - May 2000
Skills
Private Equity, Investments, Investment Management, Non-profit Volunteer
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
Wake Forest University 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
North Carolina School of Science and Mathematics 1991 — 1993
Kayne Anderson Capital Advisors October 2013 - August 2014
Fort Point Capital April 2009 - June 2013
Morgan Creek Capital Management, LLC February 2006 - March 2009
The Riverside Company June 2002 - January 2006
J.P. Morgan June 1997 - May 2000
Skills
Private Equity, Investments, Investment Management, Non-profit Volunteer
Education
Harvard Business School 2000 — 2002
Master of Business Administration (MBA)
Wake Forest University 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
North Carolina School of Science and Mathematics 1991 — 1993
Marie Rehg's J.P. Morgan Experience July 2013 - Present
Job Operations Analyst at J.P. Morgan
Industry Law Practice
Experience
J.P. Morgan July 2013 - Present
The Ohio State University 2010 - 2011
Education
The Ohio State University 2009 — 2013
Harvard Law School
J.P. Morgan July 2013 - Present
The Ohio State University 2010 - 2011
Education
The Ohio State University 2009 — 2013
Harvard Law School
Gretchen Morales-Kuzmuk's J.P. Morgan Experience January 2001 - Present
Job VP at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2001 - Present
Education
Montclair State University 2004 — 2009
Master of Business Administration (M.B.A.), Finance, General
Harvard Law School 1992 — 1995
Juris Doctor (J.D.)
Rutgers University-New Brunswick 1988 — 1992
Bachelor’s Degree, English Language and Literature, General
J.P. Morgan January 2001 - Present
Education
Montclair State University 2004 — 2009
Master of Business Administration (M.B.A.), Finance, General
Harvard Law School 1992 — 1995
Juris Doctor (J.D.)
Rutgers University-New Brunswick 1988 — 1992
Bachelor’s Degree, English Language and Literature, General
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.