J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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J.P. Morgan Employees
Hewlett-Packard August 2013 - Present
State of Nebraska March 2010 - August 2013
Accenture May 2009 - April 2010
Chesapeake Energy February 2008 - August 2008
J.P. Morgan July 2007 - February 2008
Washington State Department of Social and Health Services (DSHS) October 2006 - March 2007
Union Planters Bank December 2005 - September 2006
AIG January 2005 - October 2005
Skills
Project Management, Program Management, Business Analysis, Integration, SDLC, Requirements Analysis, Software Project..., Consulting, PMP, PMO, Project Portfolio..., IT Strategy, Vendor Management, Management, Project Delivery, Business Process..., Change Management, Business Process, IT Service Management, Requirements Gathering, Microsoft Project, Visio, Business Intelligence, Service Delivery, Process Improvement, IT Management, Analysis, Software Development, Software Documentation, SharePoint, Project Planning, CRM, Leadership, Agile Methodologies, Governance, Agile Project Management, Disaster Recovery, Training, ERP, Risk Management, Team Leadership, Outsourcing, User Acceptance Testing, Quality Assurance, Relationship Management
Education
AUT University
Post Grad Diploma in Management, Management Information Systems, General
Sri Krishnadevaraya University
Master of Business Administration (M.B.A.), Information Technology
RWC Partners April 2015 - Present
Everest Capital December 2012 - April 2015
J.P. Morgan July 2010 - December 2012
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Management, Strategy, Marketing, Valuation, Business Strategy, Marketing Strategy, Market Research
Education
Babson College 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Palmer Trinity School 2001 — 2006
J.P. Morgan November 2014 - Present
KidSwing Golf Tournament 2003 - Present
Austin College August 2010 - May 2014
Austin College February 2013 - December 2013
Texas Scottish Rite Hospital for Children June 2012 - August 2012
Nike Golf 2011 - 2012
ClubCorp May 2009 - August 2011
Skills
Social Entrepreneurship, Social Networking, Event Planning, Fundraising, Public Speaking, Customer Service, Social Media, Microsoft Office, Research, Nonprofits, Public Relations, Brand Management, Non-profit Leadership, Brand Development, Business Intelligence, Business Strategy, Relationship Management, Microsoft Excel, Project Management, Data Analysis
Education
Austin College 2010 — 2014
Bachelor of Business Administration (BBA), Major in Psychology with a concentration in Neuroscience
J.P. Morgan November 2007 - Present
J.P.Morgan January 2004 - October 2007
PROS July 2001 - January 2004
Merrill Lynch February 2001 - June 2001
Perot Systems/TRC August 1998 - March 2001
Siemens Information Systems Ltd March 1994 - April 1997
Skills
Risk Management, Market Data, Project Management, Revenue Forecasting, J2EE Application..., SDLC, Agile Methodologies, Revenue Analysis, Integration, Oracle SQL, Quantitative Models, Regulatory Capital And..., Derivatives and..., Financial Modeling, Requirements Analysis
Education
Texas A&M University - Mays Business School 2012 — 2014
Master of Business Administration (MBA)
Indian Institute of Science 1992 — 1994
Master of Technology (MTech), Electrical and Electronics Engineering
BMS College of Engineering, Bangalore
Bachelor's degree B.E., Electrical and Electronics Engineering
J.P. Morgan October 2012 - Present
Bernstein Global Wealth Management 1996 - October 2012
Weil & Company October 1985 - October 1996
Quad Eight/Westrex September 1982 - March 1985
PwC September 1978 - May 1982
Skills
Asset Management, Securities, Financial Planning, Equities, Fixed Income, Tax Law, Asset Managment, Strategic Financial..., Financial Services, Alternative Investments, Financial Advisory, Investment Management, Finance, Retirement, Estate Planning, Insurance, Financial Markets, Private Banking, Asset Allocation, Wealth Management..., High Net Worth..., Capital Markets, Mergers & Acquisitions, Wealth, Investments, Series 63, Fixed Annuities, Wealth Management, Series 7, Investment Advisory, Banking, 401k, Portfolio Management, Venture Capital, Private Equity, Mutual Funds, Retirement Planning, Due Diligence, Personal Finance, Financial Analysis, Investor Relations, Financial Planners, Business Valuation, Investment Banking, Investment Strategies, Risk Management, Hedge Funds, Corporate Finance, Bonds, Valuation
Education
Babson College - Franklin W. Olin Graduate School of Business 1977 — 1978
M.B.A., Accounting and Finance
University of San Diego School of Law 1975 — 1977
J.D.
Central Michigan University 1971 — 1974
B.S., Political Science, Psychology, English
J.P. Morgan September 2014 - Present
CSG Partners, LLC May 2013 - July 2013
Securitas May 2011 - June 2011
Wicked College App September 2010 - May 2011
Securitas May 2009 - June 2009
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Word, Market Research, Valuation, Spanish, French, Research, Marketing, English, Proposal Writing, Social Media, Data Analysis, Analysis
Education
Babson College 2010 — 2014
Bachelor of Science (B.S.), Finance and Entrepreneurship
Lycée Français de New York (LFNY) 2003 — 2010
French Baccalauréat, Concentration in Economics, 15.3/20 (A)
J.P. Morgan 2001 - Present
Eliot House 1996 - 2000
Fritz Companies 1995 - 1999
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
MBA
Trinity College-Hartford 1989 — 1993
BA, History
Lowell High School - San Francisco 1985 — 1989
J.P. Morgan June 2012 - Present
Rosenthal Group January 2011 - June 2012
Babson College May 2009 - May 2010
Babson College 2007 - 2010
Nordstrom Product Group May 2009 - August 2009
Plan USA January 2009 - May 2009
Skills
PowerPoint, Market Research, Business Strategy, Marketing, French, Data Analysis, Research, Economics, Financial Analysis, Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Event Planning
Education
Temple University 2013 — 2016
Master's Degree, Organizational Development
Babson College 2006 — 2010
Bachelor of Science (BS), Business Administration
J.P. Morgan October 2012 - Present
State Street April 2012 - October 2012
Charles Schwab December 2007 - March 2012
Skills
Financial Services, PeopleSoft, Outlook, Administrative..., Retirement, Employee Benefits, Microsoft Office, 10 Key, Account Reconciliation, Accounts Payable, Accounts Receivable, Billing Process, Client Service Oriented, Bookkeeping, Time Management, Critical Thinking, Organization, Multi Tasking, Team Building, Payroll
Education
Baker University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
University of Missouri-Kansas City 2007 — 2010
BLA, Economics, 3.0
Longview Community College 2005 — 2007
Associate of Arts (A.A.), Business Administration and Management, General, 3.0
US Navy Sea Systems Command - Puget Sound Naval Shipyard August 2014 - Present
The Boeing Company September 2005 - July 2014
J.P. Morgan June 2004 - June 2005
US Navy August 1984 - September 2004
Skills
Military, Strategy, Personnel Management, Risk Management, Project Management, Program Management, Cross-functional Team..., Business Analysis, Negotiation, Highly Adaptable, Strategic Planning, Personal Development, Communication, Tactical Planning, Decision Analysis, Trade Compliance, Project Governance, Management, International Logistics, Export Administration, Supply Chain Management, Business Development, Business Process..., International Trade, Export Control..., Business Process, Aerospace, Financial Reporting, Leadership, Analysis, Defense, Government, Security, Entrepreneurship, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA, Entrepreneurship
University of Washington - Milgard School of Business 2003 — 2005
B.A, Business Administration; International Business and Information Systems
Olympic College 1999 — 2003
Associate of Arts (AA) Business, Business
Clark College 1994 — 1996
Business Administration and Management, General
Anvil Advisors August 2014 - Present
Shelby.tv June 2012 - May 2014
Business Insider May 2012 - August 2012
DOOR3 Business Applications, Inc. June 2011 - August 2011
OneCover November 2010 - April 2011
Babson College Radio October 2010 - March 2011
J.P. Morgan June 2009 - August 2009
Skills
Social Media, Microsoft Office, CRM, Salesforce.com, Business Development, Strategy, Facebook, Start-ups, PowerPoint, Entrepreneurship, Market Research, Public Speaking, Social Media Marketing, Research, Digital Media, Microsoft Excel
Education
Babson College 2010 — 2014
Staten Island Technical High School
EMPOWER Retirement September 2014 - Present
J.P. Morgan April 2003 - September 2014
Accenture 1999 - 2003
Skills
Business Process..., Vendor Management, Business Analysis, Process Improvement, IT Strategy, Project Management, Enterprise Architecture, Coaching, Business Strategy, Team Leadership, Strategic Planning, Operations Management, Disaster Recovery, Data Analysis, Team Building, ITIL, Financial Modeling, Financial Services, Risk Management, Business Process..., Program Management
Education
Baker University
Master's degree, Business Administration and Management, General
Missouri State University
Bachelor's degree, Insurance and Risk Management
AMC Theatres 2015 - Present
J.P. Morgan October 2013 - November 2014
SCOR / formally Generali USA April 2011 - October 2013
Americo Life October 2007 - August 2010
Assurant January 2000 - July 2007
Hochst Marion Roussel April 1997 - February 2000
NAIC October 1994 - 1997
Skills
IT Audit, Insurance Operations, Management, Compliance, Project Implementation, SOX, Enterprise Risk..., Risk Assessment, Governance, Internal Controls, Insurance, Auditing, Risk Mitigation, Risk, Audit, Risk Management, Business Analysis, Internal Audit, Process Improvement, Change Management, IT Governance, Budgeting, Vendor Management, CISA, Health Insurance, Team Building, Team Leadership, SDLC, Sarbanes-Oxley Act, Underwriting, Business Process, Finance, Mergers, Strategic Planning, Project Management, Budgets, Accounting, Cross-functional Team..., Training, Executive Management, Business Process..., Policy, Financial Services, Financial Risk, Strategy, Reinsurance, Sarbanes-Oxley, Claim, Software Documentation, Employee Benefits
Education
Baker University
Bachelor of Science
Missouri Western State University
MWSC
VML April 2014 - Present
PrescribersConnection October 2011 - March 2014
Waddell & Reed July 2011 - October 2011
J.P. Morgan March 2006 - June 2011
PPM Information Solutions January 2006 - March 2006
Jack Henry & Associates January 2005 - December 2005
La Petite Academy September 2004 - December 2004
Western Wireless April 2004 - August 2004
World Travel Partners March 2004 - April 2004
Sprint June 2001 - December 2003
Skills
Testing, Integration, Consulting, Quality Assurance, SDLC, Requirements Analysis, Agile Methodologies, Business Analysis, Management, Process Improvement, SQL, Software Project..., Vendor Management, Visio
Education
Baker University
Bachelor of Science, Management
Varsity Tutors February 2015 - Present
Pure Provisions January 2013 - Present
Google August 2011 - January 2015
Digitas March 2010 - August 2011
J.P. Morgan July 2007 - July 2009
J.P. Morgan May 2006 - August 2006
Skills
Insight Generation, Consumer Insights, Web Analytics, SQL, Reporting & Analysis, Market Analysis, Financial Modeling, Financial Analysis, Customer Insight, Strategy, Business Development, Digital Marketing, Digital Media, Business Strategy, Management Consulting, Market Research
Education
Babson College 2003 — 2007
BS, Business Management
StartingBloc Fellowship 2006 — 2006
United Micronesia Development Association 2009 - Present
Cali351 Winery March 2006 - Present
Alchemy Ventures Group January 1990 - Present
Counterpart International 2006 - 2014
Guam Hilton Hotel 2004 - 2007
Goldman Sachs 1982 - 1988
J.P. Morgan 1978 - 1982
Skills
Resorts, Feasibility Studies, Hotels, Hospitality, Restructuring, Real Estate Development, Investment Properties, Strategic Planning, Mergers, Asset Management, Valuation, Negotiation, Business Strategy, Marketing Strategy, Luxury, Location Intelligence, Contract Negotiation, Renovation, Real Estate, Mergers & Acquisitions, Finance, Budgets, Property Management, Real Estate Economics, Business Planning, Disposition, Due Diligence, Private Equity, Real Estate Financing, Commercial Real Estate, Brokerage, Real Estate Transactions, Financial Structuring, Investments, Acquisitions, Venture Capital, Investors, Land Acquisition, Financial Modeling, Entrepreneurship, Joint Ventures, Corporate Development, Start-ups
Education
Columbia University - Columbia Business School 1977 — 1978
MBA, International Finance
Augustana College 1972 — 1976
Bachelor of Arts (B.A.), Philosophy & Politics
Bethlehem Lutheran
Bethlehem Lutheran
J.P. Morgan June 2014 - February 2015
CouponMat May 2011 - January 2014
VDC Research Group April 2013 - July 2013
Sony Pictures International May 2010 - June 2010
Skills
Sales, Product Management, Start-ups, Analysis, Business Strategy, Customer Service, Market Research, Entrepreneurship, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Mobile Applications
Education
Babson College 2010 — 2014
Candidate for Bachelor of Science in Business Management, Technology, Entrepreneurship and Design
PepsiCo - Pepsi Beverages Company July 2013 - Present
Alexander's Home Maintenance & Repairs December 2011 - July 2013
J.P. Morgan July 2012 - January 2013
Target July 2011 - March 2012
Hillcroft Services August 2011 - December 2011
Zoom Entertainment February 2009 - June 2010
Abercrombie & Fitch July 2007 - January 2009
Kohl's Department Stores August 2006 - February 2007
Skills
Excel, InDesign, CAD, SPSS, Illustrator, Spanish, Word, Microsoft Word, Microsoft Excel, Event Planning, Leadership, Advertising
Education
Ball State University - College of Business 2008 — 2011
Bachelor's of Science, Marketing
Sierra Vista High School 2006 — 2007
Academic Honors, High Honors Diploma
J.P. Morgan January 2015 - Present
J.P. Morgan August 2014 - January 2015
Consultant 2013 - 2014
Prudential Financial 2011 - 2013
Prudential Financial 2003 - 2011
Horsesmouth (news & education website for financial advisors) 2000 - 2002
Lincoln Financial Group 1995 - 2000
Skills
Social Media, Digital Strategy, Digital Marketing, Strategy, Content Strategy, Marketing, Content Management, Content Development, Social Media Marketing, Digital Media, Leadership, Information Architecture, Thought Leadership, Web Analytics, Integrated Marketing, Analytics, User Experience, E-commerce, Strategic Communications, Interactive Marketing, Corporate Branding, Corporate Communications, Direct Marketing, Strategic Planning, Email Marketing, Web Content, Mobile Devices, Editorial, Mobile Marketing, New Media, Creative Direction, Online Marketing, Newsletters, Online Advertising, Brand Development, SEM, Press Releases, Copywriting, SEO, Social Networking, Web Content Management, Lead Generation, Marketing Communications, Strategic Partnerships, Google Analytics, Social Media Measurement, Content Marketing, Internal Communications, B2B Marketing, Organizational Analysis
Education
Cornell University - Johnson Graduate School of Management
Marketing Strategy for Business Leaders Certificate
Goddard College
MFA, Writing
Harvard University (Extension)
Writing, Literature
Bard College
BA, Writing
Citizens and Farmers Bank (C&F Bank) October 2014 - Present
If The Shoe Fits... 2014 - Present
Self-Employed September 2009 - Present
RBS Citizens Financial Group April 2014 - October 2014
RBS Citizens Financial Group December 2012 - May 2014
J.P. Morgan March 2012 - August 2012
SunTrust Bank November 2011 - April 2012
Aerotek 2011 - 2012
BrownGreer PLC August 2010 - July 2011
Roanoke College September 2007 - May 2010
Skills
SPSS, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Marketing, Data Analysis, Data Entry, Research, Policy, Market Research, Software Documentation, Sales, Leadership, Management, Analysis, Customer Service, Databases, Time Management, Teamwork, Social Media, Advertising, Social Networking, Facebook, Spreadsheets, Marketing Strategy, Finance, Social Media Marketing, Administration, Budgets, Event Planning, Financial Analysis, Fundraising, Interviews, Process Improvement, Public Speaking, Statistics, Team Leadership, Training
Education
Averett University 2014 — 2018
Master of Business Administration (M.B.A.), Marketing
Roanoke College 2006 — 2010
B.A., Business Administration
J.P. Morgan March 2004 - Present
Chase Manhattan Bank January 2001 - March 2004
Chase Manhattan Bank January 1996 - January 2001
Skills
Agile Methodologies, Software Documentation, Testing, SDLC, Unix, Communication Skills, Analytical Skills, Teamwork, Treasury Services, Disaster Recovery, Process Improvement, Requirements Analysis, DB2, Project Management, Quality Assurance, Business Requirements, Requirements Gathering, Banking, Mainframe, Business Analysis, Visio, Management, Software Project..., User Acceptance Testing, Integration, Enterprise Architecture, Vendor Management, PMO, ITIL, SharePoint, Data Warehousing, Oracle, SOA, IT Strategy, SQL, Quality Center, IT Management, Project Portfolio..., Software Development, Business Intelligence, Risk Management, Business Continuity, IT Service Management, CICS, Business Process..., JCL, Test Planning, ACH, Websphere, Leadership
Education
Babson College
Information Technology
Harvard Manage Mentor
Online Certifications
University of Massachusetts Boston
Liberal Arts and Sciences, General Studies and Humanities
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase July 2013 - Present
JPMorgan Chase February 2015 - July 2015
Chase August 2014 - February 2015
J.P. Morgan February 2014 - August 2014
JPMorgan Chase & Co. August 2013 - February 2014
Babson College Police September 2012 - May 2013
Babson College September 2010 - September 2012
J.P. Morgan June 2012 - August 2012
Bloomberg Sports June 2011 - August 2011
Skills
MS Office Suite, Excel, Photoshop, Photoshop Elements, Minitab, Heat, Windows Movie Maker, Salesforce.com, HTML, HTML + CSS, Bloomberg Terminal, Korean, Microsoft Excel, Microsoft Office, Social Media, Data Analysis, Finance, Entrepreneurship, PowerPoint, Social Media Marketing, Research, Leadership, Strategy, Access
Education
Babson College 2009 — 2012
Bachelor of Science in Business Management, Entrepreneurship, Global Business Management
Yonsei University 2011 — 2011
Korean Language
Fort Hamilton High School 2005 — 2009
Advanced Regents Diploma with Honors
State Street March 2015 - Present
J.P. Morgan July 2008 - March 2015
Paychex October 2002 - July 2008
Skills
Collateral Management, Securities, Financial Services, Securities Lending, Repos, Fixed Income, Derivatives, Middle Office, Back Office, Financial Markets, Swaps
Education
Bard College 1994 — 1998
BA, English Language and Literature, General
Oak Knoll School
J.P. Morgan April 2013 - Present
Merrill Lynch May 2012 - August 2012
Skills
Capital IQ, PowerPoint, Microsoft Excel, Microsoft Word, Minitab, Bloomberg Terminal, Mac OS X, PC, Financial Modeling, Bloomberg, Financial Analysis, Economics, Finance, Analysis, Investments
Education
Babson College 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Hasbro July 2015 - Present
Hasbro April 2014 - Present
Hasbro May 2012 - March 2014
Hasbro May 2011 - August 2011
Procter & Gamble January 2009 - June 2010
J.P. Morgan January 2008 - January 2009
Skills
Product Development, Global Marketing, Competitive Analysis, Consumer Products, Brand Management, Market Research, Customer Insight, Marketing Strategy, Strategy, Strategic Planning, Brand Development, Market Planning, Social Media, Start-ups, Business Strategy, Social Media Marketing, Marketing, Cross-functional Team..., Pricing
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
Two-Year Full Time MBA Program, Magna Cum Laude, Marketing
Universidad Iberoamericana, Ciudad de México 2006 — 2009
Industrial Engineering
J.P. Morgan Securities LLC February 2015 - Present
JPMorgan Chase Bank NA October 2012 - February 2015
J.P. Morgan July 2011 - October 2012
JPMorgan Chase Bank NA January 2007 - June 2011
Dagwood's Sandwich Factory April 2006 - November 2006
Education
Northwestern University School of Continuing Studies 2012 — 2013
Online Executive CFP Certification Program, Financial Planning
Ball State University 2000 — 2004
Bachelor of Arts, Telecommunications, Film
J.P. Morgan June 2010 - March 2014
BNP Paribas May 2006 - May 2010
UBS February 2004 - May 2006
Skills
Capital Markets, Fixed Income, Equities, Derivatives, Investment Banking, Hedge Funds, Asset Management, Valuation, Trading, Financial Modeling, Series 7, Portfolio Management, Bloomberg, Private Equity, Investments, Series 24, Series 66, Private Banking, Equity Capital Markets, Capital Raising, Alternative Investments, Institutional Sales, Relationship Management, Sales, New Business Development, Product Development, Pre-IPO, Structured Products, Loans, CTA, Consulting, Venture Capital, Start-up Consulting, Start-up Ventures
Education
Babson College
Bachelor of Science (BS), Business Administration and Management
American School in London
High School
J.P. Morgan June 2015 - August 2015
Eaton Vance June 2014 - July 2014
True Run Media July 2013 - August 2013
OneCase November 2012 - May 2013
Saatchi & Saatchi May 2010 - May 2010
Australian Olympic Committee July 2008 - August 2008
Skills
Entrepreneurship, Research, Leadership, Multi-Cultural Team..., Public Speaking, Human Resources, English, Customer Service, Social Networking, Microsoft Office, Languages, Volleyball
Education
Babson College 2012 — 2016
Bachelor of Science (BSc), Business Management
Western Academy of Beijing 2006 — 2012
International Baccalaureate, HL: English, Economics, Physics, Biology. SL: Chinese, Maths
The Owners Group, Inc. June 2015 - August 2015
J.P. Morgan July 2014 - August 2014
Moody's Corporation October 2013 - June 2014
Pushcart Coffee September 2013 - November 2013
Bank of America July 2013 - August 2013
Empowerment Tutoring Agency April 2009 - June 2013
Rosenberg and Chesnov CPA LPP October 2012 - May 2013
Skills
Leadership, Financial Analysis, Corporate Finance, Finance, Teamwork, Financial Modeling, Data Analysis, Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Time Management
Education
Babson College 2014 — 2018
Bachelor of Science (B.S.), Finance
High School for Economics and Finance 2010 — 2014
Advanced Regents with Honors, Business, 4.0
Calabar High School 2007 — 2010
BMO Financial Group September 2014 - Present
Associated Bank May 2012 - August 2014
J.P. Morgan 2007 - May 2012
J.P. Morgan 2002 - 2007
KeyBank 1997 - 2001
KeyBank 1996 - 1997
Skills
Operational Risk..., Operational Control, Regulatory Risk, Internal Audit, External Audit, Compliance Management, Issue Identification, Issues Management, Performance Measurement, Performance Analysis, Performance Improvement, Business Case..., Business Strategy, Project Execution, Financial Management, Forecast Modeling, Incentive Programs, Strategic Planning, Capital Budgeting, User Acceptance Testing, HIPAA, Privacy Policies, Regulatory Requirements, Incident Management, Executive Reporting, Operations Management, Disaster Preparedness, Third Parties, Cost Reduction..., Cross-functional Team..., System Automation, Functional Design, Balanced Scorecard, Dashboards, Key Performance..., Benchmarking, Business Continuity, Continuous Improvement, Capacity Modeling, Budget Preparation, Budget Allocation, Accruals, Fraud Prevention, Change Management, Forecasting, Collaborative Leadership, Project Management, Budgets, Portfolio Management, Process Improvement
Education
Baldwin-Wallace College 2000 — 2001
Master of Business Administration, Management Information Systems and Banking & Finance
Ohio University 1992 — 1996
Bachelor of Business Adminstration, Finance and Pre-Law
Babson College August 2015 - Present
Nigel Ponce Holdings, LLC June 2012 - Present
US Marine Corps - Reserve November 2008 - Present
Firestone Financial June 2014 - December 2014
J.P. Morgan April 2012 - January 2014
Pershing March 2011 - September 2011
StreetOne Financial March 2010 - February 2011
United States Marine Corps - Active Duty January 2004 - January 2008
Skills
Account Reconciliation, Microsoft Office, Finance, Database Administration, System Administration, Bloomberg, Microsoft Excel, Risk Management, Asset Managment, Analysis, Investments, Securities, Banking, Portfolio Management, Trading, Accounting, Credit, Asset Management, Microsoft Word, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Villanova University 2008 — 2010
Bachelors, Finance
University of Colorado Boulder 2000 — 2002
Economics
J.P. Morgan August 2015 - Present
J.P. Morgan July 2012 - August 2015
Rothschild & Cie December 2011 - June 2012
J.P. Morgan July 2011 - August 2011
LCF Rothschild January 2010 - December 2010
Education
CFA Institute 2012 — 2014
CFA Charterholder, Finance, General
Audencia Nantes Ecole de Management 2008 — 2012
Master, Finance
Boston University 2010 — 2011
Master, Finance
Wells Fargo Home Mortgage December 2011 - July 2013
J.P. Morgan July 2010 - January 2012
SunTrust Mortgage 2005 - November 2010
Skills
Mortgage Lending, Loan Origination, Mortgage Banking, Financial Services, Loans, Banking, Refinance, Residential Mortgages, FHA
Education
Augusta State University 1996 — 2000
Political Science; minor in Spanish, International Relations
J.P. Morgan December 2014 - April 2015
Deutsche Bank March 2014 - December 2014
Deutsche Bank November 2011 - November 2014
Clal Ltd. (Insurance and Financial Services conglomerate) July 2008 - November 2010
Clal Ltd. (Insurance and Financial Services conglomerate) December 2006 - June 2008
Skills
Risk Management, Credit Risk, Market Risk, Profit and Loss..., Risk Explain, Analysis, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Modeling, Financial Risk, Fixed Income, Internal Audit, Operational Risk, Options, Portfolio Management, Valuation
Education
Bar-Ilan University 2008 — 2010
M.S., Financial Mathematics
Columbia Engineering 1997 — 2002
B.Sc., Industrial Engineering and Operations Research, EMS
Next Step Tech Staffing June 2014 - Present
The Ministry of Education Extremadura, Spain September 2012 - June 2014
Viacom June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Moody's Analytics June 2010 - August 2010
Penguin Group USA July 2009 - August 2009
Bramato Woodworks January 2009 - May 2009
The Research Foundation for SUNY June 2004 - June 2008
Skills
Analysis, Community Outreach, Blogging, Microsoft Office, Microsoft Excel, PowerPoint, Entrepreneurship, Social Media, Marketing, Data Analysis, Research, Market Research, Public Speaking, Leadership, Microsoft Word, Management
Education
Babson College 2008 — 2012
Bachelor of Science, Business Management
The London School of Economics and Political Science (LSE) 2010 — 2011
General Course, Government
The Leon M. Goldstein High School for the Sciences 2004 — 2008
Advanced Regents Diploma, English, Economics
Tufts University - The Fletcher School of Law and Diplomacy
Tufts University - The Fletcher School of Law and Diplomacy
J.P. Morgan 2012 - Present
Southfield Marriott Hotel April 2003 - Present
southfield May 2011 - June 2012
Skills
Sales, Revenue Analysis, Hotels, Hospitality Industry, Hospitality Management, Front Office, Hotel Management, Hospitality, Property Management..., Yield Management, Micros, Food & Beverage
Education
Baker College Business and Corporate Services 1999 — 2001
Associate of Science (AS), Accounting and Business/Management
Laura Osborn
CFA Institute November 2011 - Present
J.P. Morgan 1997 - 2001
Skills
Music, Songwriting, Composition, Music Production, Editing, Social Media, Research, Public Speaking, Blogging, Nonprofits, Copywriting, Creative Writing, Strategic Planning, Teaching
Education
Aaron Copland School of Music at Queens College
Master of Arts (M.A.), Music Theory and Composition
Bard College
Bachelor’s Degree, Music Theory and Composition
Out & Equal Chicagoland February 2011 - Present
J.P. Morgan 2000 - 2011
JPMorgan Chase & Co. 1998 - 2000
JPMorgan Chase & Co. 1993 - 1998
JPMorgan Chase 1988 - 1993
Skills
Management, Leadership, Sales, Strategic Planning, Coaching, Customer Service, Team Building, Public Speaking, Leadership Development, Team Leadership, Microsoft Office, Budgets, Training, Human Resources, Sales Management, Relationship Management, Strategy, Marketing
Education
Pepperdine University 1995 — 1999
MBA, Business Administration
Aurora University 1977 — 1979
Bachelor of Arts (B.A.), Psychology/Sociology
Waubonsee Community College 1976 — 1977
Associate of Science (A.S.), Geological and Earth Sciences/Geosciences
Union Square Hospitality Group September 2014 - Present
Gramercy Tavern September 2013 - August 2014
J.P. Morgan June 2012 - September 2013
J.P. Morgan June 2011 - August 2011
Pinyadda September 2010 - May 2011
Trivest Partners, L.P. August 2010 - September 2010
Ladenburg Thalmann & Co. Inc. May 2010 - August 2010
Compuquip Technologies June 2009 - August 2009
Skills
Financial Analysis, Bloomberg, Investments, Capital Raising, Investment Banking, Private Equity, Valuation
Education
Babson College 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, Economics
Gulliver Preparatory 2004 — 2008
MetLife April 2014 - Present
J.P. Morgan June 2012 - April 2014
Key Bank August 2010 - June 2012
KeyBank February 2003 - August 2010
DST Systems December 2000 - February 2003
Skills
Loans, Loan Servicing, Banking, Mortgage Lending, Credit, Commercial Mortgages, CMBS, Financial Analysis, Risk Management, Asset Managment, Portfolio Management, Real Estate, Account Reconciliation, Research, Financial Audits, Investments, Commercial Real Estate, Underwriting, Loan Origination, Finance, Internal Audit
Education
Avila University
Master's, Organizational Development/Executive Leadership
Avila University 2012 — 2014
Bachelor of Arts (B.A.), Human Resources
J.P. Morgan October 2014 - Present
Pratt Institute July 2011 - Present
Frontier Communications September 2012 - October 2014
New York Life Insurance Company October 2010 - July 2011
Terrafugia June 2010 - August 2010
Alephan Group January 2010 - April 2010
Missioo.com September 2009 - December 2009
Lehman Brothers May 2007 - September 2007
Radware, inc May 2006 - September 2006
The First Tee of Metropolitan NY June 2005 - September 2005
Skills
Microsoft Office, Database Management, Intercultural..., Entrepreneurship, Economics, College Teaching, Financial Analysis, Financial Reporting, Equity Valuation, Equity Trading, Foreign Exchange Trading, Investments, Business Planning, Start-ups, Public Speaking, Market Research, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2010
Master of Science, Business Management
Fairfield University 2005 — 2009
Bachelor of Science, Business Management and Finance
Swiss Finance AcademyLugano 2008 — 2008
Sycamore Integrated Health November 2013 - December 2014
Image Trust, Ltd March 2013 - November 2013
J.P. Morgan April 2011 - March 2013
Kwik Trip, Inc. April 2007 - October 2010
Hobby Lobby April 2005 - April 2007
Skills
Data Entry, Front Desk, Appointment Scheduling, Office Administration, Medical Office, Medical Records, Insurance Verification, Customer Service, HIPAA, Filing, Travel Arrangements, Microsoft Word, Experienced Trainer, Call Centers, Spreadsheets, Financial Services, Banking, Teamwork, Administrative..., Outlook, Microsoft Excel, Management, Fax, Expense Reports, Microsoft Publisher, PowerPoint
Education
Aurora University 2012 — 2015
Bachelor's degree, Communication and Media Studies, 3.8
University of Wisconsin Parkside 2006 — 2009
Graphic Design
J.P. Morgan 2014 - 2015
Suddenlink Communications May 2013 - October 2014
Suddenlink Communications October 2011 - May 2013
Suddenlink Communications October 2006 - October 2011
State Farm September 1999 - May 2001
Skills
Telecommunications, VoIP, Wireless, Call Centers, IP, Broadband, Telephony, Direct Sales, Customer Satisfaction, Solution Selling, Sales, Ethernet, Customer Experience, Customer Service, Customer Retention, Team Leadership, Unified Communications, Networking, Salesforce.com, Vendor Management, Mobile Devices, Product Management, Cellular Communications, Troubleshooting, SIP, Selling, Strategic Partnerships, Sales Operations, Sales Process, Data Center, T1
Education
Bakersfield College 1998 — 2000
Accounting and Business/Management, Computer Sciences
Santa Barbara Business College-Bakersfield 1997 — 1998
Business Administration and Management, General
J.P. Morgan April 2013 - Present
Barclays Capital September 2008 - March 2013
Lehman Brothers November 2006 - September 2008
Ness Global Services September 2004 - June 2006
First American 2003 - 2004
Sella Synergy November 2000 - July 2003
Sella Synergy India Limited 2000 - 2003
Skills
XML, Java, Enterprise Architecture, Agile Methodologies, Requirements Analysis, Oracle, Spring, Struts, Hibernate, SDLC, Java Enterprise Edition, Servlets, Weblogic, SQL, PL/SQL, Business Analysis, JSP, Unix, Software Project..., ITIL, Team Leadership, Vendor Management, Enterprise Software, Leadership, Sybase, Databases, Software Development
Education
Bangalore University 1992 — 1998
B.E., Mechanical Engineering
Don Bosco, Chennai 1980 — 1992
HSC, Math&Science
J.P. Morgan August 2009 - Present
Skills
Interest Rate..., Financial Modeling, Equities, Bloomberg, Valuation, Fixed Income, Capital Markets, Derivatives, Investment Banking, Hedge Funds, Corporate Finance, Financial Analysis
Education
Barnard College 2005 — 2009
BA, Economics
Shaklee Corporation June 2014 - Present
STERIS Corporation December 2014 - March 2015
STERIS Corporation December 2010 - December 2014
StaffMatrix January 2010 - December 2010
J.P. Morgan July 2009 - September 2009
Skills
GLP, Chemistry, Validation, FDA, HPLC, Medical Devices, Analytical Chemistry, Cell Biology, Biochemistry, Cross-functional Team..., Organic Chemistry, R&D, Immunology, Spectrophotometry, GMP, Laboratory
Education
Baldwin Wallace University 2005 — 2009
Bachelors of Science, Biology, Chemistry
Berea High School 2001 — 2005
Residence Life September 2015 - Present
Babson Archery April 2015 - Present
Information Technology Service Department September 2014 - Present
National Benefit Life Insur Co July 2014 - Present
The CDM Group June 2015 - August 2015
Branch Bag December 2014 - May 2015
The Fund for Babson September 2014 - May 2015
Residence Hall Council September 2014 - May 2015
J.P. Morgan April 2015 - April 2015
Babson Archery January 2015 - April 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Research, Minitab, QuickBooks, Public Speaking, Leadership, Social Media, Teamwork, Market Research, Event Planning, Management, Entrepreneurship, Social Networking, Marketing, Data Analysis, Fundraising, Social Media Marketing, Sales, Finance
Education
Babson College 2014 — 2018
Bachelor's Degree, Finance, Strategic Management
Herricks High School 2010 — 2014
Advanced Regents Diploma
J.P. Morgan April 2014 - Present
Manhattan Associates June 2011 - January 2014
Bloomberg August 2010 - May 2011
Goldman Sachs June 2007 - March 2010
Goldman Sachs February 2007 - May 2007
Skills
Sybase, Perl, Java, SQL, XML, JDBC, Object Oriented Design, SWIFT payments, C++, Unix, JMS, DB2, C++ Language, JavaScript, Distributed Systems, Hibernate, Requirements Gathering
Education
B. M. S. College of Engineering 2003 — 2007
Bachelor of Engineering, Electronics and communication
J.P. Morgan January 2015 - Present
J.P. Morgan July 2013 - Present
RBS Markets & International Banking February 2013 - July 2013
Royal Bank of Scotland Markets & International Banking March 2010 - February 2013
Goldman Sachs June 2006 - July 2008
Skills
Capital Markets, Fixed Income, Prime Brokerage, Structured Products, Client Service Oriented, Cross-functional Team..., Debt Management, FX Options, Middle Office, Hedge Funds, Investment Banking, Risk Management, Portfolio Management, Settlement, Bloomberg, Financial Markets, Derivatives, Financial Risk, SWIFT payments, Equity Derivatives, Credit Derivatives, Equities, Interest Rate..., Swaps, Back Office, Money Market, Market Risk, Trading Systems, Operational Risk, Bonds, Client Services, Banking, Management, Financial Services
Education
University of Liverpool 2008 — 2009
MBA, Business Finance & Management
Bangalore University 2003 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
Bangalore University 2000 — 2006
Bachelors of Commerce, Accounting and Finance
J.P. Morgan November 2014 - Present
JPMorgan Chase August 2013 - October 2014
JPMorgan Chase January 2012 - August 2013
JPMorgan Chase & Co. November 2010 - January 2012
Old Republic Insured Credit Services March 2009 - November 2010
HSBC May 2008 - May 2009
Washington Mutual Mortgage Securities March 2007 - October 2007
HSBC mortgage Services December 2005 - 2007
HSBC Mortgage Services June 2003 - December 2005
Homeowner's Loan Corp. 2000 - 2003
Skills
Mortgage Lending, Underwriting, Mortgage Banking, Credit Risk, Finance, Banking, FHA, Loans, Loan Modifications, Management, Due Diligence, Refinance, Loan Origination, Credit Analysis, Default, Credit, Mortgage Underwriting, Residential Mortgages, Consumer Lending, Valuation, Insurance, Mortgage Servicing, Accounting, Loan Servicing, Loss Mitigation, Commerical Transactions, Operational Risk..., Financial Services, Financial Risk, Risk Management, FHA financing, Operational Risk, Human Resources, Project Management
Education
Benedictine University 2009 — 2011
MBA, Accounting
Ball State University 1994 — 1998
Bachelor of Science, History
The Snob September 2015 - Present
Nordstrom August 2014 - September 2015
Nordstrom May 2013 - July 2014
Nordstrom June 2012 - May 2013
Nordstrom October 2007 - June 2012
Childs Academy Montessori September 2002 - September 2007
J.P. Morgan June 2002 - January 2004
Skills
Management, Analysis, Sales, Recruiting, Leadership, Marketing, Finance, Credit, Customer Service, Accounting
Education
Baker College of Auburn Hills 2002 — 2007
Elementary Education and Teaching
Brookfield Academy
Paraprofessional Certification in Montessori education, Montessori Teacher Education
National Advisors Trust Company, FSB February 2014 - Present
J.P. Morgan July 2012 - February 2014
J.P. Morgan Retirement Plan Services January 2008 - July 2012
J.P. Morgan January 2006 - January 2008
J.P. Morgan Retirement Plan Services February 2005 - January 2006
J.P. Morgan August 2004 - February 2005
Target Corporation July 2003 - August 2004
A Full House May 2001 - July 2003
Skills
Relationship Management, Leadership, Project Management, Relationship Building, Retirement, Investments, Mutual Funds, Retirement Planning, Financial Services, Insurance, Series 63, Hold Series 7, Series 65, ASPPA- RFP 1 & 2, 401k, Training, Series 6, CRM, Strategic Planning, Defined Contribution, Client Services, Thought Leadership, Trust Services
Education
Baker University 2006 — 2008
M.B.A.
The University of Kansas 1996 — 2001
B.A.
Baker University
MBA
The University of Kansas
BA
J.P. Morgan July 2015 - Present
Roberson Museum January 2015 - Present
Susquehanna Coffeehouse September 2014 - Present
Student Volunteer Center at Binghamton University February 2013 - May 2015
United States Department of Health and Human Services August 2014 - August 2014
Student Association at Binghamton University September 2013 - May 2014
Woodside on the Move June 2013 - August 2013
Linden Heart Clinic June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Research, Blogging, Project Planning, PowerPoint, Public Speaking, Data Entry, Fundraising, Event Planning, Microsoft Office, Data Analysis, Nonprofits, Facebook, Statistics, Time Management, Social Networking, Social Media, Teamwork, Spanish, Customer Service, Editing
Education
State University of New York at Binghamton 2012 — 2015
Bachelor of Arts (B.A.), Biology, General
Bard College 2008 — 2012
Associate of Arts (A.A.)
J.P. Morgan May 2013 - Present
Boston Red Sox April 2013 - Present
McAlister Drive January 2006 - Present
Coast to Coast Models and Events July 2006 - August 2015
Organic Artist Agency January 2008 - January 2015
Converse May 2013 - October 2014
Brown Brothers Harriman January 2013 - May 2013
Brown Brothers Harriman May 2006 - January 2013
Brown Brothers Harriman June 2006 - April 2008
Skills
Music, Social Media, Innovation, Advertising, Analytics, Brand Development, Budgets, CRM, Entertainment, Finance, Management, Market Research, Marketing, Press Releases, Time Management, Video, Microsoft Excel
Education
Tulane University - A.B. Freeman School of Business 2003 — 2006
Bachelor of Science, Financial Management and Contractual Legal Studies in Business
Babson College 2005 — 2006
Business Finance and Entrepreneurship
Eckerd College 2001 — 2003
Business, Music
Wellesley College 2005 — 2006
Language and Business
Société Générale June 2015 - Present
J.P. Morgan November 2014 - June 2015
RBC Capital Markets July 2014 - November 2014
GE Capital June 2012 - August 2012
Skills
C++, Matlab, Microsoft Excel, VBA, CFA candidate, Bloomberg, Financial Modeling, SAS, Monte Carlo Simulation, Portfolio Management, Statistical Modeling, Derivatives, Market Risk, Risk Management, Stochastic Calculus, Simulating Stock price, Bloomberg Terminal, Quantitative Finance, Fixed Income, Quantitative Analytics, Interest Rate..., Equities, Financial Markets, FX Options, Credit Risk
Education
Fordham University - Graduate School of Business Administration 2013 — 2015
Master's Degree, Quantitative Finance
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Mathematics
Audencia Nantes Ecole de Management 2011 — 2011
Bachelor's Degree, International Business, European Union
J.P. Morgan May 2015 - Present
J.P. Morgan May 2014 - August 2014
Wechter Feldman Wealth Management, Inc. June 2013 - August 2013
Computer Design & Integration, LLC 2012 - 2012
Education
Babson College 2011 — 2015
Bachelor of Science (BS), Concentration in Finance & Economics
Don Bosco Prep 2007 — 2011
High School Diploma
University of Cincinnati July 2012 - Present
Ball State University August 2011 - July 2012
J.P. Morgan August 2009 - June 2011
Skills
Higher Education, Microsoft Office, Public Speaking, Research, Event Planning, Community Outreach, Social Media, Editing, Student Affairs, Academic Advising, Orientation Programs, Supervisory Skills, Student Development, Program Development, Leadership Development
Education
Ball State University 2011 — 2012
Master of Arts (MA), Student Affairs Administration in Higher Education
The Ohio State University 2005 — 2009
Bachelor of Arts (B.A.), Communication, General
Bank of America Merrill Lynch August 2015 - Present
Wellesley College August 2014 - Present
Bank of America Merrill Lynch June 2015 - August 2015
NERA Economic Consulting January 2015 - January 2015
Wellesley College January 2013 - December 2014
J.P. Morgan November 2014 - November 2014
State Street June 2014 - August 2014
McKinsey & Company July 2014 - July 2014
Bank of America Merrill Lynch May 2014 - May 2014
The Blackstone Group April 2014 - April 2014
Skills
Java, Quantitative Research, Microsoft Office, Programming, Data Analysis, Stata, Statistics, Econometrics, Spanish, Photoshop, Social Media, Marketing, Adobe Audition, Prezi
Education
Wellesley College 2012 — 2016
Bachelors Degree, Economics Mathematics, 3.92/4.0
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Cross-Registration Program between Wellesley College and MIT, Finance, General
Babson College 2014 — 2014
Cross-Registration program for Wellesley-Babson-Olin, Accounting
Bank of America Merrill Lynch GBAM 2014 — 2014
Finance Summer Learning Series
The 2nd High School Attached to Beijing Normal University 2009 — 2012
High School Diploma, General Studies, GPA 93/100 SAT 2200/2400
Highbridge Capital Management November 2012 - Present
JPMorgan Chase & Co. May 2012 - November 2012
J.P. Morgan June 2009 - May 2012
Education
Bard College
BA
Bard College at Simon's Rock
PayPal 2010 - Present
TiE 2009 - 2012
J.P. Morgan 2009 - 2010
PayPal 2004 - 2008
Netscape 2001 - 2002
Edify 1997 - 2000
Renaissance Software Inc. acquired by Sungard Data Systems 1995 - 1997
Skills
Product Management, SaaS, Enterprise Software, Cross-functional Team..., Strategy, Agile Methodologies, Program Management, Go-to-market Strategy, Mobile Applications, Product Marketing, CRM, Management, Leadership, Product Development, E-commerce, Strategic Partnerships, Scrum, Marketing, Entrepreneurship, Integration, Software Development, Team Management, Project Management, Cloud Computing, Analytics, Vendor Management, Business Intelligence, Start-ups, Web Services, New Business Development, Business Strategy, Competitive Analysis, Service Oriented..., Software Engineering, Process Improvement, Project Planning, Software Project..., Team Building
Education
University of California, Berkeley, Haas School of Business
Executive Program: Strategy, Innovation, Entrepreneurship, Executive Leadership
Santa Clara University
Master’s Degree, Engineering Management
B. M. S. College of Engineering
Master’s Degree, Computer Science
Bangalore University
Bachelor’s Degree, Computer Science
Vijaya High School, Bangalore
J.P. Morgan February 2013 - Present
Information Overload June 2011 - February 2013
Brown Brothers Harriman & Co December 2007 - June 2011
Sun Life Financial Inc October 2002 - December 2007
Yankee Systems, Inc. (division of Relyco) February 2000 - June 2002
Goldman Sachs, Inc August 1999 - February 2000
Skills
Management, Process Improvement, Mutual Funds, Financial Services, Market Research, Public Speaking, CRM, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2009
Master of Business Administration, Global Management Concentration
Loyola University, Institute for Paralegal Studies 1994 — 1995
Certificate, Paralegal Studies
Stonehill College
Bachelor of Science, Business Administration; Marketing
J.P. Morgan September 2014 - Present
First Troop January 2011 - Present
PFM Asset Management January 2014 - September 2014
US Army January 2011 - January 2014
Student Managed Investment Fund April 2012 - June 2012
Griesing Law, LLC September 2010 - December 2010
U.S. Army July 2005 - March 2010
Skills
Factset, Analysis, Finance, Time Management, Investments, Portfolio Management, Strategy, Research, Management, Social Media, Corporate Finance, Managerial Finance, Human Resources, Military, Security Clearance, Microsoft Office, PowerPoint, Microsoft Excel, Economics, Microsoft Word, Logistics
Education
Drexel University 2010 — 2012
Bachelor of Science, Business Administration, Finance
American Military University 2009 — 2009
Austin Peay State University 2007 — 2008
J.P. Morgan July 2015 - Present
J.P. Morgan July 2012 - June 2015
Babson College August 2008 - July 2012
J.P. Morgan July 2011 - August 2011
New England Financial June 2010 - July 2010
Co.Bir June 2009 - July 2009
Skills
Private Banking, Microsoft Office, Bloomberg
Education
Babson College 2008 — 2012
Bachelor of Science in Business Administration, Finance
J.P. Morgan June 2015 - July 2015
Rural Sourcing, Inc. September 2014 - December 2014
deVere Group June 2014 - July 2014
H.K. Holdings, Inc August 2013 - August 2013
Stickah January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, English, Outlook, Windows, Leadership, Minitab, Budgets, Project Planning, Entrepreneurship, Event Planning, Marketing, Finance, Investments, Teamwork, Public Speaking, Research, Social Media
Education
Babson College 2012 — 2016
Bachelor of Science (B.S.) in Business Administration, Finance
Osaka International School 2000 — 2012
High School International Baccalaureate Diploma
E-Hot Productions LLC August 2014 - Present
J.P. Morgan August 2008 - July 2014
Wachovia Global Securities Lending August 2004 - October 2006
Deutsche Bank June 2000 - August 2004
Skills
Cash Management, Credit, Derivatives, Financial Services, Hedge Funds, Securities, Prime Brokerage, Bloomberg, Corporate Actions, Back Office, Equities, Middle Office, FX Options, Global Custody, Investment Banking, Settlement, Bonds, Fixed Income, Mutual Funds
Education
Baker College of Flint
Business Administration and Management, General
CUNY Medgar Evers College
Pre-Medicine/Pre-Medical Studies
Pace University-New York
Accounting and Finance
Wells Fargo Securities September 2011 - Present
J.P. Morgan June 2006 - July 2011
Bank of America June 2000 - August 2004
Skills
Fixed Income, Valuation, Equities, Capital Markets, Equity Research, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
Babson College 1996 — 2000
B.S., Business Administration
Boston Latin School
J.P. Morgan June 2012 - Present
Now You're Cooking!, LLC dba HomeCooked June 2006 - Present
Coast Asset Management August 2004 - March 2012
Coast Asset Management May 2003 - August 2004
eBay January 1999 - April 2003
State Street Corporation September 1997 - January 2002
Skills
Hedge Funds, Risk Management, Operational Due..., Operations Management, SQL, Visual Basic, Entrepreneur, Entrepreneurial...
Education
Babson College 1994 — 1997
BS, Entrepreneurial Studies & Investments
Credit Suisse private bank April 2011 - Present
J.P. Morgan March 2008 - April 2011
Bear Stearns July 1993 - March 2008
Griffin, Kubik, Stephens & Thompson May 1988 - July 1993
Skills
Fixed Income, Investment Banking, Strategic Planning
Education
Babson College 1982 — 1986
Bachelor of science, finance and investments
Fidelity Investments August 2012 - Present
J.P. Morgan December 2009 - August 2012
US Bank May 2009 - December 2009
Natixis Global Asset Management June 2008 - August 2008
Natixis Global Asset Management June 2007 - August 2007
Skills
Series 7, Series 63, Series 65, Bloomberg, Fixed Income, Investment Strategies, New Business Development, Portfolio Management, Hedge Funds, Investments, Trading, Credit
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Asset Management & Entrepreneurship
St. Lawrence University 2005 — 2009
Bachelor of Arts, History
Twenty Two June 2013 - Present
K.A.M. Graphics March 2010 - December 2013
J.P. Morgan May 2009 - June 2013
Fisher Investments June 2008 - November 2008
Skills
Financial Analysis, Equities, Portfolio Management, Financial Reporting, Investments, Fixed Income, Valuation
Education
Ball State University 2004 — 2008
BS, Finance
J.P. Morgan July 2013 - July 2015
FindYogi January 2013 - April 2013
Skills
Project Management, Team Management, Data Analysis, Cross-functional Team..., Strategic Planning, Agile Methodologies, leadership, Cross-functional..., Customer Experience, Java, Python, Android Development, MySQL, C/C++ STL, E-commerce, Databases, C, C++, Start-ups, Contemporary Dance, Indian Classical Music, Microsoft Office, SQL, Linux
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (MBA)
BMS College of Engineering, Bangalore 2009 — 2013
Bachelor of Engineering (BE), Information Science and Engineering, 9.25 on a scale of 10
Delhi Public School, Bhilai 2000 — 2009
Babson College Kongre UyesiFenerbahçe SKSeptember 2014 - Present
UniCredit May 2014 - June 2014
J.P. Morgan June 2013 - July 2013
Skills
Entrepreneurial Finance, Venture Capital, Entrepreneurship, Business Modeling, Investments, Hedge Funds, Trade Finance, Microsoft Office, Minitab, Risk Management, Portfolio Management, M&A analysis, Corporate Finance, Financial Markets, FX Options, Futures Trading
Education
Babson College 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Enka Okullari 2001 — 2012
High School/Secondary Diplomas and Certificates
Columbia University - Columbia Business School 2011 — 2011
Business/Managerial Economics, Summer School
Brown University 2010 — 2010
Economics, Summer School
AXA Advisors July 2014 - August 2015
AXA Advisors October 2012 - August 2015
Uplift Education October 2010 - October 2011
J.P. Morgan July 2007 - August 2010
Goldman Sachs December 2006 - February 2007
Morgan Stanley Smith Barney September 2001 - December 2006
Skills
Investments, Analysis, Securities, Finance, Strategic Financial..., Wealth Management, Business Development, Asset Allocation, Insurance, Relationship Management, Financial Advisory, Small Business, Financial Modeling, Financial Analysis, Banking, Risk Management, Mutual Funds, Financial Planning
Education
Southern Methodist University 2015 — 2017
Master of Business Administration (M.B.A.), Investments and Securities; Marketing
Austin College 2003 — 2007
Bachelor of Arts, Summa cum Laude, Economics, Business Administration
J.P. Morgan June 2014 - Present
Skills
Financial Modeling, High Yield, Hedge Funds, Leveraged Finance, Valuation, Financial Structuring, Bonds, Credit Derivatives, Special Situations, Bloomberg, Capital Markets, Fixed Income, Portfolio Management, Alternative Investments, Investments, Private Equity, Equities, Equity Research, Investment Management, Asset Management, Investment Banking, Series 7, Emerging Markets
Education
Babson College 1987 — 1990
Bachelor of Science (BS)
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank October 2013 - Present
J.P.Morgan Cazenove September 2012 - October 2013
J.P. Morgan Securities February 2012 - August 2012
J.P. Morgan June 2008 - February 2012
JPMorgan May 2007 - August 2007
Ignite Venture Partners May 2006 - October 2006
Tower Automotive April 2000 - October 2005
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Mergers, DCF, Capital Markets, Private Equity, M&A experience, Financial Analysis, Equities, LBO, Equity Research, Due Diligence, Project Finance, Finance, Fixed Income, Venture Capital, Portfolio Management, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA
Bangalore University
Bachelor of Science
J.P. Morgan January 2004 - Present
Fieldstone, Inc. January 2003 - December 2003
Education
Babson College 1999 — 2002
WildHorse Resources Management Company September 2010 - Present
Plains Exploration & Production December 2007 - September 2010
Pioneer Natural Resources February 2005 - December 2007
J.P. Morgan August 2002 - January 2005
Education
Babson College 1998 — 2002
St John's School 1994 — 1998
Empower Retirement July 2015 - Present
Empower Retirement March 2013 - Present
J.P. Morgan December 2010 - March 2013
J.P. Morgan Retirement Plan Services April 2007 - December 2010
Ad Astra Information Systems August 2005 - December 2006
Sprint January 1999 - August 2005
Skills
Investor Relations, Communication Training, Communications Planning, Speech Writing, Financial Services, Marketing Communications, Messaging, Social Media, Integrated Marketing, Relationship Management, Strategy, Alternative Investments, Fixed Income, Project Management, Content Management, Thought Leadership
Education
Rockhurst University - Executive Fellows Program 1998 — 2000
MBA, Business Administration, Management and Operations
Avila University 1983 — 1987
Bachelor's degree, Psychology
JPMorgan Chase Bank Vice PresidentJPMorgan1988 - Present
JP Morgan 1988 - Present
JPMorgan Chase & Co 1988 - Present
J.P. Morgan 1988 - Present
J.P. Morgan Worldwide Securities Services 1988 - Present
Bank One 1988 - 2004
Skills
Fixed Income, Securities, Capital Markets, Global Custody, Retirement Planning, Investment Management, Wealth Management, Financial Services, Hedge Funds, Asset Allocation, Bloomberg, Banking, Mutual Funds, Investments, Series 63, Relationship Management, Bonds, Derivatives, Alternative Investments, Equities, Series 7
Education
Capital University Law School 1986 — 1990
law
Baldwin Wallace University 1978 — 1982
Citi June 2014 - Present
Citi March 2013 - June 2014
J.P. Morgan October 2011 - March 2013
JPMorgan Chase July 2008 - October 2011
JP Morgan Chase February 2004 - July 2008
Bank One July 1999 - December 2004
Skills
Integration, Requirements Gathering, PMP, Project Management, CRM, Testing, Risk Management, Outsourcing, Business Process, Management, Software Documentation, .NET, Database Design, Business Requirements, Team Building, SDLC, Business Analysis, ITIL, PMO, Requirements Analysis, SharePoint, Software Development
Education
The University of Chicago 1998 — 1999
MSc, Computer Science
Banaras Hindu University 1988 — 1990
Master's degree, Economics
Praeditis Group LLC October 2008 - Present
The NASDAQOMX Stock Exchange February 2004 - October 2008
Archstone-Smith Inc. April 2002 - February 2004
J.P. Morgan December 1998 - November 2000
Education
Baldwin Wallace University 1981 — 1985
B.A.
J.P. Morgan January 2012 - Present
J.P. Morgan July 2008 - January 2012
Fidelity Investments April 2007 - July 2008
J.P. Morgan December 1997 - March 2007
Education
Texas Christian University - M.J. Neeley School of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance
Baker University
MBA
J.P. Morgan June 2014 - Present
JPMorgan Chase August 2011 - Present
JPMorgan Chase January 2009 - June 2012
JPMorgan Chase December 2005 - January 2009
Brecek & Young March 2001 - September 2005
Pfizer 2000 - 2002
Hershey 1998 - 2000
Education
Ball State University - College of Business 1994 — 1999
Bachelor of Science (BS), Marketing
Urban Lending Solutions February 2015 - Present
GP Strategies Corporation (Office Team) March 2014 - February 2015
J.P. Morgan September 2012 - January 2014
Bass Pro Shops June 2001 - September 2012
Bass Pro Shops October 1999 - June 2001
Skills
Team Leadership, System Administration, Customer Service, Customer Satisfaction, Multitasking Skills, Creative Problem Solving, Office Administration, Database Admin, Receptionist Duties, Confidential Documents, IT Operations Management, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Internet Explorer, Investigation, Inventory Control, Inventory Analysis, Troubleshooting, PowerPoint, Outlook, Training, Data Entry, Leadership, Management, Administration
Education
Baker College Business and Corporate Services 2000 — 2004
Bachelor of Business Administration (BBA), Human Resources Management and Services, Graduated Cum Laude
Oakland Community College 1998 — 2000
Foamtech 2007 - Present
Banc of America Securities 2002 - 2007
J.P. Morgan 1997 - 2001
Skills
Private Equity, Mergers & Acquisitions, Start-ups, Entrepreneurship
Education
Babson College 1991 — 1995
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Manhattan Village Academy September 2011 - June 2013
Teach for America September 2009 - June 2011
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
Bank Street College of Education 2009 — 2011
Master's Degree, Education
Duke University 2005 — 2009
J.P. Morgan June 2006 - Present
Midwest Pension Administrators, Inc. April 2004 - June 2006
UMB Bank, n.a. January 1997 - April 2004
Skills
Certified Employee..., Employee Benefits, Wealth Management, Mutual Funds, ERISA, Retirement Planning
Education
Avila University 1992 — 1995
Masters of Business Administration, Financial Management
The University of Kansas 1986 — 1990
BA, Econcomics
FDIC April 2010 - December 2011
Sperry Van Ness - Better Capital Partners January 2009 - January 2010
CRE Asset Solutions Inc 2009 - 2009
Key Bank 2008 - 2009
Red Capital Group 2006 - 2008
CW Financial Services LLC 1998 - 2006
J.P. Morgan 1996 - 1998
Resolution Trust Corportation (FDIC) June 1991 - December 1995
Alaska Mortgage Corp. 1987 - 1989
Education
California State University-Fullerton 1973 — 1975
Bachelor of Arts (B.A.), Business Economics
Azusa Pacific University
J.P. Morgan July 2012 - Present
Babson College Fund May 2011 - May 2012
Babson College January 2011 - May 2012
J.P. Morgan June 2011 - August 2011
Navigant Consulting 2010 - 2010
ASK financials June 2009 - August 2009
IndiaBulls Securities Ltd. June 2006 - July 2006
Skills
Entrepreneurship, Trading, Investments, Investment Banking, Risk Management, Equity Research, Financial Modeling, Research, Bloomberg, Capital IQ, Portfolio Management, Finance, Microsoft Excel, Valuation, Financial Analysis, Microsoft Office, Financial Risk, Securities, Corporate Finance, Economics
Education
Babson College 2008 — 2012
Honors BSc, Finance & Economics
The London School of Economics and Political Science (LSE) 2010 — 2010
Summer School, International Relations
Dhirubhai Ambani International School 2006 — 2008
IB Diploma
Gopi Birla Memorial School 1995 — 2006
CBSE X
Altex Business Soltutions March 2010 - Present
J.P. Morgan July 2007 - October 2008
Skills
Active Directory, Networking, Virtualization, Customer Service, Server Administration, SQL, Database Administration, Troubleshooting, Technical Support, Windows 7, System Deployment, VMware, Microsoft Technologies, Help Desk Support, Microsoft Exchange, IIS, DNS, IT Security Operations, Data Recovery, EMR, EHR, Virus Removal, CompTIA A+ Certification, VPN, Internet Security, HIPAA, Medical Billing, Managed Services, Social Media, Management, Team Building, Microsoft Office
Education
University of Houston 1989 — 1992
Bachelor of Fine Arts in Graphic Communications, Multimedia Graphic Design and 3D animation
Lee College 1987 — 1989
Fine Arts, Photography, and multimedia
Austin College 1985 — 1987
Medicinal and Pharmaceutical Chemistry, 3.0
Santander Holdings USA June 2015 - Present
Santander Bank, N.A. March 2014 - Present
J.P. Morgan February 2010 - March 2014
J.P. Morgan February 2008 - February 2010
J.P. Morgan August 2007 - February 2008
State Street May 2006 - August 2007
PricewaterhouseCoopers May 2005 - July 2005
The Gillette Company 2003 - 2003
The Gillette Company 2003 - 2003
The Gillette Company 2002 - 2003
Skills
Fund Accounting, Mutual Funds, Bloomberg, Fixed Income, Securities, Equities, Derivatives, Swaps, Investments, Valuation, Financial Services, Microsoft Excel
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Investments and Securities, Business Analytics
Northeastern University 2001 — 2006
Bachelor of Science, International Business Administration; International Business and Finance Spanish Language Track
Wilton High School 1998 — 2001
J.P. Morgan September 2014 - Present
SAA Financial April 2014 - August 2014
Strategic Asset Advisors December 2005 - April 2014
UMB Investment Services Group 2002 - 2005
PricewaterhouseCoopers 2001 - 2002
Ernst & Young 1998 - 2001
Education
The University of Dallas
Masters, Business Administration, Corporate Finance
Augustana College
Bachelors, Accounting
J.P. Morgan June 2014 - Present
J.P. Morgan August 2013 - June 2014
Bernstein Global Wealth Management August 2010 - August 2013
Cardinal Points January 2007 - August 2010
Skills
Asset Allocation, Retirement Planning, Private Equity, Mergers
Education
Babson College 1987 — 1991
Bachelors of Science, Entrepreneurial Studies
Delbarton School 1982 — 1987
J.P. Morgan March 2014 - Present
Nationstar Mortgage August 2013 - March 2014
Bank of America November 2012 - July 2013
Homeward Residential September 2009 - November 2012
JPMorgan Chase February 2008 - September 2009
JPMorgan Chase October 2005 - February 2008
Merrill Lynch March 2004 - October 2004
Primavera Systems September 2003 - March 2004
Siemens Healthcare August 2001 - August 2002
Skills
Project Management, Business Analysis, Requirements Analysis, SDLC, Software Project..., Mortgage Banking, Finance, PMO, Software Development, Management, Testing, Business Requirements, Banking, Vendor Management, Business Intelligence, Requirements Gathering, Visio, Process Improvement, Business Process
Education
CDAC-centre for Diploma in Advance computing 2000 — 2000
Diploma, Computer Science
Bangalore University 1995 — 1999
Engineering, Civil Engineering
Oak Grove school
University of Nebraska-Lincoln
MBA, MIS
DST Systems October 2013 - Present
DST Systems December 2011 - October 2013
DST Systems September 2007 - December 2011
J.P. Morgan September 2003 - September 2007
Skills
SDLC, Requirements Gathering, Business Analysis, Requirements Analysis, Visio, Project Planning, Process Improvement, User Acceptance Testing, Access, Software Documentation, Business Requirements, Business Process, Business Process..., Analysis, SharePoint
Education
Avila University 2003 — 2005
MBA, Finance
Missouri Western State University 1990 — 1994
BSBA, Management
NKCHS
State Street 1998 - 2012
Standard Chartered Bank 2003 - 2004
Deutsche Bank 1995 - 1998
J.P. Morgan 1987 - 1995
Carroll, McEntee & McGinley, INC 1979 - 1987
Education
Babson College
Bachelor of Science, Finance
EMPOWER Retirement September 2014 - Present
J.P. Morgan July 2011 - Present
J.P. Morgan August 2006 - June 2011
Kohl's Department Stores 1999 - 2006
Education
Baker University 2003 — 2005
MBA
The University of Kansas 1994 — 1999
BGS, Economics
Town of Centerville Indiana September 2015 - Present
J.P. Morgan January 2015 - Present
J.P. Morgan September 2013 - Present
JP Morgan Chase February 2009 - August 2013
JPMorgan Chase December 2005 - February 2009
Indiana University East 2002 - 2008
Wayne County Government, Richmond Indiana October 2001 - December 2005
Birth to Five August 2000 - September 2001
Earlham College November 1999 - September 2000
Wayne County Probation March 1993 - November 1999
Skills
Public Speaking, Customer Service, Non-profits, Event Planning, PowerPoint, Microsoft Office, Public Relations, Strategic Planning, Team Building, Microsoft Excel, Project Management, Sales, Banking, Microsoft Word, Business Planning, Community Outreach, Outlook, Business Strategy, Policy, Volunteer Management, Government, Nonprofits, Social Networking, Team Leadership, Training, Event Management, Management, Leadership, Social Media Marketing, Marketing, Process Improvement, Leadership Development, Budgets
Education
Ball State University 2000 — 2002
MPA, Masters in Public Administration
Ball State University 1987 — 2002
Bachelors, Political Science, History, Criminal Justice
Richmond High School 1984 — 1987
High School Diploma
Pitney Bowes Software June 2014 - Present
Central Connecticut State University January 2013 - May 2014
J.P. Morgan March 2011 - December 2012
Tata Consultancy Services; Client General Electric July 2007 - March 2011
Skills
Quality Center, Regression Testing, User Acceptance Testing, Test Management, QTP, Test Planning, Manual Testing, Software Quality..., Business Requirements, SDLC, PL/SQL, Test Automation, Requirements Analysis, System Testing, Requirements Gathering, Selenium WebDriver, JIRA, SoapUI
Education
Banaras Hindu University
Bachelor's degree
Central Connecticut State University
Master of Science (MS), Technology Management, A
Empower Retirement April 2015 - Present
Great-West Financial September 2014 - July 2015
J.P. Morgan April 2013 - August 2014
J.P. Morgan April 2011 - April 2013
Huntington Learning Center August 2009 - December 2010
Mosaic Financial Partners March 2009 - April 2009
Skills
Series 6, Series 63, Customer Service, Microsoft Office, Investments, Economics, 401k, Public Speaking, Training, Leadership, Management, Research, Teaching, Marketing, Editing, Analysis, Nonprofits, Event Planning, Social Media
Education
Baker University 2014 — 2016
Master's Degree, Business Administration and Management, General
Principia College 2005 — 2009
Bachelor of Art, Economics
BDO USA, LLP October 2013 - Present
J.P. Morgan April 2013 - October 2013
Sun Life Financial April 2012 - April 2013
BDO USA, LLP August 2011 - April 2012
BDO USA, LLP September 2005 - August 2011
Skills
Auditing, US GAAP, SEC filings, Sarbanes-Oxley Act, Accounting, GAAP, Internal Controls, Financial Reporting, Financial Statements
Education
Isenberg School of Management, UMass Amherst 2008 — 2010
MBA
Babson College 2001 — 2005
Accounting
Needham High School
J.P. Morgan January 2014 - Present
International Solutions Group December 2007 - January 2014
Bear Stearns December 2007 - March 2008
Prudential Insurance April 2005 - November 2007
TATA CONSULTANCY SERVICES April 2001 - November 2007
Wolters Kluwer (CT Corporation) June 2002 - February 2005
Lombard Canada Ltd February 2002 - June 2002
Duerr Financial Corporation June 2001 - January 2002
Tata Consultancy Services April 2001 - June 2001
Education
Bangalore University 1996 — 2000
Bachelor of Technology, Computer Science and Engineering, Distinction
J.P. Morgan July 2013 - Present
Boston Financial Data Services July 2004 - July 2013
Skills
Process Improvement, Vendor Management, Customer Service, Change Management, Risk Management, Project Management, Forecasting, Employee Relations, Cross-functional Team..., Performance Management, Training, Software Documentation, Project Planning, Management, Business Analysis, Microsoft Office, Quality Assurance, Customer Satisfaction, Human Resources, Recruiting, CRM, Team Management, Coaching
Education
Baker University 2006 — 2008
Bachlors, Science Management
Central Missouri State University 1982 — 1984
Finance
Blue Springs High School 1979 — 1981
Anda Realty Partners March 2015 - Present
Nismo LLC January 2013 - Present
J.P. Morgan July 2009 - September 2009
Skills
Business Development, Management, Entrepreneurship, Finance, Portfolio Management, Asset Management, Commercial Real Estate, Economics, Sales, Marketing
Education
Babson College 2008 — 2012
BS in Business, Entrepreneurship
J.P. Morgan November 1998 - May 2007
Education
Bard College
English
Atigeo September 2013 - Present
J.P. Morgan February 2013 - September 2013
Tata Consultancy Services December 2008 - September 2012
tcs December 2008 - 2012
Skills
Struts, JSP, SDLC, Java, jQuery, JavaScript, PL/SQL, Unix, Requirements Analysis, JBoss Seam, Tomcat, Weblogic, JUnit, ISTQB Certified, d3.js, Node.js, Data Visualization, Data Reporting, Tableau, LogiXML
Education
Rungta college of engineering and technology 2004 — 2008
Bachelor of Engineering (B.E.), Electronics and Telecommunications
Banasthali Vidyapith
Bloomberg LP June 2014 - Present
J.P. Morgan February 2013 - June 2014
J.P. Morgan June 2010 - January 2013
UBS November 2008 - June 2010
UBS June 2006 - November 2008
Skills
Series 7, Marketing, Marketing Strategy, Segmentation, Advertising, Strategic Planning, Market Research, Analytics, Social Media, Competitive Analysis, Digital Marketing, Direct Marketing, Integrated Marketing, Brand Management, Email Marketing, Sales, Strategy
Education
Babson College 2002 — 2006
Bachelor of Science (B.S.), Marketing
Bronx High School of Science 1998 — 2002
Thomas H. Lee Partners July 2015 - Present
J.P. Morgan June 2013 - June 2015
The White House January 2013 - May 2013
J.P. Morgan June 2012 - August 2012
U.S. Department of the Treasury September 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Columbia Business School May 2010 - July 2010
Breakthrough Collaborative June 2009 - August 2009
Education
Yale University 2010 — 2013
Bachelor of Arts (BA), Economics with Distinction
Bard College at Simon's Rock
Great-West Financial September 2014 - Present
J.P. Morgan November 2011 - September 2014
Aon Hewitt April 2007 - January 2012
Hewitt Associates July 2005 - April 2007
Skills
Data Analysis, Process Improvement, Defined Benefit, Benefits Administration, Project Management, Offshoring, Analysis, Pensions, Coaching, Business Requirements, Outsourcing, Employee Benefits
Education
Roosevelt University 2007 — 2010
MSA, Accounting
Augustana College 2001 — 2005
BA, Business Administration
J.P. Morgan January 2015 - Present
New York County District Attorney's Office June 2013 - December 2014
Jennison Associates February 2011 - May 2012
AllianceBernstein January 2010 - February 2011
AllianceBernstein August 2006 - December 2010
Skills
Financial Analysis, Equities, Fixed Income, Portfolio Management, Hedge Funds, Investments, Equity Research, Strategic Planning, Valuation, Financial Modeling, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
MBA, Investments
University of Colorado Boulder 2002 — 2006
Bachelor of Science (BS), Economics
Deutsche Bank July 2013 - Present
J.P. Morgan July 2011 - July 2013
Skills
Bloomberg, Financial Markets, Investment Portfolio, Emerging Markets, Legal Research, Legal Translation, Credit, Strengthening Client..., International Mobility, Investments, Capital Markets, Fixed Income, Due Diligence
Education
Universidad Pontificia Comillas 2005 — 2011
E-3, BA in Law / BA in Business Administration and Management
North Carolina State University 2010 — 2010
Half Academic Year Study Abroad, Business Administration and Management
The London School of Economics and Political Science (LSE) 2009 — 2009
Summer Course, Investment Banking
Bangor University 2008 — 2009
Full Academic Year Study Abroad, Law
Brown Brothers Harriman August 2013 - Present
J.P. Morgan January 2012 - August 2013
J.P. Morgan Asset Management January 2008 - July 2012
Skills
Fund Accounting, Cash, Corporate Actions, Hedge Funds, Bloomberg, Accounting, Equities
Education
Babson College 1997 — 2001
Bachelor of Science, Management, Finance
State Street Bank March 2012 - Present
J.P. Morgan April 2008 - February 2012
State Street Bank July 2005 - March 2008
State Street Bank July 1992 - July 2005
Skills
Fund Administration, Mutual Funds, Compliance, Financial Reporting, Fund Accounting
Education
Babson College 1985 — 1987
MBA, Business Administration
J.P. Morgan August 2011 - May 2012
Lakhani & Lakhani June 2009 - June 2010
Rath Dinesh & Associates December 2006 - June 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Auditing, Internal Audit
Education
Golden Gate University 2015 — 2016
Master of Accountancy
Barkatullah Vishwavidyalaya
B.Com
Jawaharlal Nehru School
Jawaharlal Nehru School
The Institute of Chartered Accountants of India
CA
Coorgexpress June 2011 - Present
Bajaj Allianz Life Insurance Company Limited September 2009 - February 2010
J.P. Morgan April 2009 - November 2009
Goldman Sachs March 2007 - March 2009
Education
Humber College 2011 — 2012
Bangalore University
Bachelor in Commerce, Commerce
Wegan & Leigh
Diploma in finance, Finance
J.P. Morgan December 2008 - Present
State Street Bank July 2007 - December 2008
Skills
Equities, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Investments, Asset Management, Valuation, Strategic Planning, Due Diligence, Securities, Mergers & Acquisitions, Bloomberg
Education
Babson College 1999 — 2003
Bachelor's of Science in Business Management, Finance and Communications
Bank of America Merrill Lynch September 2012 - March 2014
J.P. Morgan May 2006 - January 2012
Merrill Lynch September 2004 - May 2006
Asset Alliance / Hedge Harbor January 2004 - September 2004
Reed Elsevier 1999 - 2003
Nabisco 1996 - 1999
BASF 1995 - 1996
Esseven Infotech 1993 - 1994
Skills
Risk Management, Sybase, Equity Trading, Microsoft SQL Server, Portfolio Optimization, Agile Application..., .NET, Python, C#, WinForms, WCF, Web Services, WPF, Multithreading, LINQ, KDB+, q, Microsoft Excel, VBA, Visual Basic, T-SQL, SSIS, SSRS, Crystal Reports, Oracle RDBMS, PL/SQL, MySQL, Real-time Data, Bloomberg Software, Reuters, RMDS, MarketQA, QAI, Microsoft Access, HTML 5, REST, JavaScript, SOAP, Autosys, System Integration..., Full SDLC, Portfolio Risk..., Node.js, jQuery, ASP.NET MVC, Hadoop, MapReduce, Shell Scripting, Batch Programming, Functional Programming
Education
Bangalore University
Bachelor of Engineering (B.E.), Computer Science
J.P. Morgan August 2012 - Present
My Maki Sushi LLC August 2009 - May 2012
J.P. Morgan January 2008 - August 2009
JPMorgan July 2005 - January 2008
Education
Babson College 2001 — 2005
Bachelor of Business Administration (BBA), Finance, Entrepreneurship
Universidad de Granada 2004 — 2004
Spanish Language, Business, and Culture
London School of Economics 2003 — 2003
Summer Program, International Business Strategy
RSA Medical 2009 - 2012
J.P. Morgan 1999 - 2012
The Guardian Life Insurance Company of America September 1999 - March 2009
UnitedHealthcare April 1987 - June 1999
Skills
Insurance Claims, Sales Support, Customer Service
Education
Aurora University 1987 — 1995
Bachelor's degree, Computer Science, 2.96
J.P. Morgan March 2015 - Present
JPMorgan Chase December 2013 - February 2015
JPMorgan Chase November 2012 - November 2013
JPMorgan Chase June 2009 - October 2012
Woodforest National Bank March 2008 - May 2009
Deutsche Bank March 1997 - September 2000
Skills
Business Planning, Business Development, New Business Development, Business Strategy, Relationship Management, Research, Portfolio Management, Direct Sales, Retail Banking, Microsoft Office, Leadership, Finance, Sales, Loans, Banking
Education
DeVry University-Illinois 2002 — 2003
Bachelor of Business Administration (B.B.A.)
Bangalore University 1992 — 1995
Bachelor of Commerce (B.Com.)
The Traveling Texas Smoke Shop, LLC February 2010 - Present
JPMorgan Chase May 2012 - October 2014
J.P. Morgan August 2008 - May 2012
JPMorgan Chase March 2009 - August 2010
WASHINGTON MUTUAL June 2005 - March 2009
Capital One Finance October 1997 - June 2005
Skills
Visio, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Austin College
Mountain View College
Tarrant County College
J.P. Morgan November 2006 - May 2011
Skills
Agarose Gel..., Teamwork, PCR, Gel Electrophoresis, Cell Culture, SDS-PAGE, Microbiology, DNA extraction, Microsoft Office, Western Blotting, Protein Purification, Chromatography, FPLC, HPLC, Molecular Biology, Fund Accounting, Fixed Income, Derivatives, Bloomberg Terminal, PowerPoint, Microsoft Excel, Microsoft Word
Education
Austin Community College 2012 — 2014
Advance Certificate Course, Biotechnology
St. Xavier's College 2003 — 2006
Bachelor's degree, Chemistry
J.P. Morgan May 2012 - Present
Edward Jones May 2009 - May 2012
Bank of America April 1997 - February 2007
Education
Azusa Pacific University 2007 — 2009
Bachelor of Science (B.S.), Organizational Leadership
Scout Investments June 2010 - Present
Phoenix Metals Company November 2007 - May 2010
J.P. Morgan May 2006 - October 2007
Skills
Mutual Funds, Investments, Asset Allocation, Series 63, Portfolio Management, Wealth Management, Securities, Equities, Series 7, Investment Strategies, Investment Management, Investment Advisory, Alternative Investments
Education
Baker University 2007 — 2009
Master of Business Administration (MBA)
University of Kansas 2002 — 2005
Bachelor's degree, Psychology