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.
J.P. Morgan Salaries. You can even request information on how much does J.P. Morgan pay if you want to. Learn about salaries, pros and cons of working for J.P. Morgan directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Employee
Years
Job
Industry
Patrick Tumbarello Patrick Tumbarello's J.P. Morgan Experience December 2012 - July 2014
Job REALTOR/Broker
Industry Real Estate
Experience
F.C. Tucker Company July 2014 - Present
Resources for Reservists January 2014 - Present
US Army - Indiana National Guard December 2008 - Present
J.P. Morgan December 2012 - July 2014
JPMorgan Chase January 2012 - December 2012
New York City Fire Department February 2012 - August 2012
MJW Financial August 2008 - July 2009
First Horizon Home Loans July 2006 - August 2008
Skills
Leadership, Analysis, Sales, Marketing, Army, Finance, Financial Analysis, Real Estate, Real Estate Transactions, Listing Homes, Investments, Jumbos, First Time Home Buyers, Policy, Microsoft Office, Risk Management, Operations Management, Leadership Development, Project Planning, Training, PowerPoint, Credit, Security Clearance, Military Operations, Public Speaking, Team Building, Management, Microsoft Excel, Microsoft Word, Government, Marketing Strategy, Time Management, VA Loans, Strategic Planning, Account Management, Social Media Marketing, Sales Management
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science (B.S.)
F.C. Tucker Company July 2014 - Present
Resources for Reservists January 2014 - Present
US Army - Indiana National Guard December 2008 - Present
J.P. Morgan December 2012 - July 2014
JPMorgan Chase January 2012 - December 2012
New York City Fire Department February 2012 - August 2012
MJW Financial August 2008 - July 2009
First Horizon Home Loans July 2006 - August 2008
Skills
Leadership, Analysis, Sales, Marketing, Army, Finance, Financial Analysis, Real Estate, Real Estate Transactions, Listing Homes, Investments, Jumbos, First Time Home Buyers, Policy, Microsoft Office, Risk Management, Operations Management, Leadership Development, Project Planning, Training, PowerPoint, Credit, Security Clearance, Military Operations, Public Speaking, Team Building, Management, Microsoft Excel, Microsoft Word, Government, Marketing Strategy, Time Management, VA Loans, Strategic Planning, Account Management, Social Media Marketing, Sales Management
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Science (B.S.)
Michael B. Saltzman's J.P. Morgan Experience June 2013 - Present
Job Fixed Income Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan May 2012 - August 2012
Simplex Investments May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Access, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Finance, Investments, Bloomberg Terminal, Public Speaking, Portfolio Management, Risk Management, Bloomberg, Time Management
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Finance, 3.60
J.P. Morgan June 2013 - Present
J.P. Morgan May 2012 - August 2012
Simplex Investments May 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Access, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Finance, Investments, Bloomberg Terminal, Public Speaking, Portfolio Management, Risk Management, Bloomberg, Time Management
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Finance, 3.60
Jesse Delpriora's J.P. Morgan Experience June 2014 - Present
Job Analytics Analyst at Accenture Digital
Industry Information Technology and Services
Experience
Indiana University Kelley School of Business August 2014 - Present
J.P. Morgan June 2014 - Present
Campus Bellhops January 2013 - August 2013
Kappa Sigma Fraternity January 2012 - August 2012
Skills
Microsoft Excel, Teamwork, Team Leadership, PowerPoint, Public Speaking, Microsoft Word, Diligence, Project Planning, Start-ups, Sales, Accurate Data Entry, Collaborative..., Diligent, Time Management, Finance, Creative Problem Solving, Microsoft PowerPoint, Predictive Modeling, Leadership, Management, Social Media
Education
Indiana University - Kelley School of Business
Master of Science (MS), Information Systems
Indiana University Bloomington 2011 — 2014
Bachelor of Science in Business, Economic Consulting, Alumni
Indiana University Kelley School of Business August 2014 - Present
J.P. Morgan June 2014 - Present
Campus Bellhops January 2013 - August 2013
Kappa Sigma Fraternity January 2012 - August 2012
Skills
Microsoft Excel, Teamwork, Team Leadership, PowerPoint, Public Speaking, Microsoft Word, Diligence, Project Planning, Start-ups, Sales, Accurate Data Entry, Collaborative..., Diligent, Time Management, Finance, Creative Problem Solving, Microsoft PowerPoint, Predictive Modeling, Leadership, Management, Social Media
Education
Indiana University - Kelley School of Business
Master of Science (MS), Information Systems
Indiana University Bloomington 2011 — 2014
Bachelor of Science in Business, Economic Consulting, Alumni
Amanda Steinback's J.P. Morgan Experience August 2015 - Present
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - July 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Old National Bank May 2013 - August 2013
Statham Allega and Jessen, LLP May 2012 - August 2012
Jan's School of Dance August 2009 - June 2012
Skills
Microsoft Excel, Leadership, PowerPoint, Data Analysis, Organization, Time Management, Teamwork, Research
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree, Finance
Francis Joseph Reitz High School 2009 — 2012
High School, Class of 2012 Valedictorian
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - July 2015
SunTrust Robinson Humphrey June 2014 - August 2014
Old National Bank May 2013 - August 2013
Statham Allega and Jessen, LLP May 2012 - August 2012
Jan's School of Dance August 2009 - June 2012
Skills
Microsoft Excel, Leadership, PowerPoint, Data Analysis, Organization, Time Management, Teamwork, Research
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree, Finance
Francis Joseph Reitz High School 2009 — 2012
High School, Class of 2012 Valedictorian
Dylan E. Walker's J.P. Morgan Experience April 2014 - April 2014
Job Incoming Corporate & Investment Banking Summer Analyst at Citi
Industry Investment Banking
Experience
Indiana University Residential Programs & Services August 2013 - Present
Citi February 2015 - Present
Success Academy Charter Schools May 2014 - August 2014
J.P. Morgan April 2014 - April 2014
Barclays Investment Bank March 2014 - March 2014
Morgan Stanley October 2013 - October 2013
Menewsha July 2009 - October 2013
Skills
Market Research, Written & Oral..., Managing Large Budgets, Trend Analysis, Project Finance, Microsoft Excel, Event Planning, Project Management, Teamwork, Strategic Planning, Microsoft Access, Document Drafting, Strategy, Event Management
Education
Indiana University - Kelley School of Business 2013 — 2017
Finance & Economic Consulting, 3.85/4.00
Seckman High School 2009 — 2013
4.29/4.00
Indiana University Residential Programs & Services August 2013 - Present
Citi February 2015 - Present
Success Academy Charter Schools May 2014 - August 2014
J.P. Morgan April 2014 - April 2014
Barclays Investment Bank March 2014 - March 2014
Morgan Stanley October 2013 - October 2013
Menewsha July 2009 - October 2013
Skills
Market Research, Written & Oral..., Managing Large Budgets, Trend Analysis, Project Finance, Microsoft Excel, Event Planning, Project Management, Teamwork, Strategic Planning, Microsoft Access, Document Drafting, Strategy, Event Management
Education
Indiana University - Kelley School of Business 2013 — 2017
Finance & Economic Consulting, 3.85/4.00
Seckman High School 2009 — 2013
4.29/4.00
Mitch Ennis's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
Siemens May 2013 - August 2013
Alpha Kappa Psi May 2012 - May 2013
Zebra Technologies May 2012 - August 2012
Hutton Honors Council Association August 2011 - May 2012
Skills
Microsoft Excel data..., Microsoft Access..., SharePoint, Insurance, Budgets, Bloomberg Terminal, Access, Software Documentation, MS Project, Inventory Management, Photoshop, Databases, Management
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Business; Finance and Accounting
J.P. Morgan June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
Siemens May 2013 - August 2013
Alpha Kappa Psi May 2012 - May 2013
Zebra Technologies May 2012 - August 2012
Hutton Honors Council Association August 2011 - May 2012
Skills
Microsoft Excel data..., Microsoft Access..., SharePoint, Insurance, Budgets, Bloomberg Terminal, Access, Software Documentation, MS Project, Inventory Management, Photoshop, Databases, Management
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Business; Finance and Accounting
Taalor Corley's J.P. Morgan Experience June 2014 - August 2014
Job Business Analyst at Comcast Wholesale
Industry Information Technology and Services
Experience
Comcast Wholesale July 2015 - Present
Black Creek Capital June 2015 - July 2015
J.P. Morgan June 2014 - August 2014
Water Monkey Camp June 2013 - August 2013
Michigan City Parks Dept May 2011 - August 2012
Skills
Informatics, Communication Skills, Highly motivated..., Highly responsible, Windows, Business, Dependable Team Player, High Achiever, Mac OS, Microsoft Excel, Visual Studio, Microsoft Office
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Informatics
Indiana University Bloomington 2011 — 2015
BS, Informatics
Comcast Wholesale July 2015 - Present
Black Creek Capital June 2015 - July 2015
J.P. Morgan June 2014 - August 2014
Water Monkey Camp June 2013 - August 2013
Michigan City Parks Dept May 2011 - August 2012
Skills
Informatics, Communication Skills, Highly motivated..., Highly responsible, Windows, Business, Dependable Team Player, High Achiever, Mac OS, Microsoft Excel, Visual Studio, Microsoft Office
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (BS), Informatics
Indiana University Bloomington 2011 — 2015
BS, Informatics
Erik Braden's J.P. Morgan Experience September 2009 - September 2011
Job Director of Business Development & Acquisitions at Braden Business Systems
Industry Venture Capital & Private Equity
Experience
Braden Business Systems February 2014 - Present
CID Capital December 2013 - February 2014
CID Capital September 2011 - November 2013
J.P. Morgan September 2009 - September 2011
JPMorgan June 2008 - August 2008
Credit Suisse April 2008 - June 2008
Village Ventures October 2007 - April 2008
Bear Stearns May 2007 - September 2007
ChaCha June 2006 - July 2007
Braden Business Systems 2005 - 2006
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Trading, Portfolio Management, Mergers & Acquisitions, Venture Capital, Structured Finance, Strategy, Due Diligence, Business Development
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance & Accounting
Indiana University - Kelley School of Business 2004 — 2007
B.S., Finance & Accounting
Hamilton Southeastern High School 2000 — 2004
Braden Business Systems February 2014 - Present
CID Capital December 2013 - February 2014
CID Capital September 2011 - November 2013
J.P. Morgan September 2009 - September 2011
JPMorgan June 2008 - August 2008
Credit Suisse April 2008 - June 2008
Village Ventures October 2007 - April 2008
Bear Stearns May 2007 - September 2007
ChaCha June 2006 - July 2007
Braden Business Systems 2005 - 2006
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Trading, Portfolio Management, Mergers & Acquisitions, Venture Capital, Structured Finance, Strategy, Due Diligence, Business Development
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance & Accounting
Indiana University - Kelley School of Business 2004 — 2007
B.S., Finance & Accounting
Hamilton Southeastern High School 2000 — 2004
Pamela Rhoades Pamela Rhoades's J.P. Morgan Experience 1981 - 1998
Job senior portfolio manager at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management November 1998 - Present
J.P. Morgan 1981 - 1998
First Chicago/NBD 1979 - 1981
Skills
Portfolio Management, Sales, Manage Client...
Education
Indiana University Bloomington 1965 — 1969
AB
Northwestern University 1969 — 1970
MA, Political Science and Government
Northern Trust Wealth Management November 1998 - Present
J.P. Morgan 1981 - 1998
First Chicago/NBD 1979 - 1981
Skills
Portfolio Management, Sales, Manage Client...
Education
Indiana University Bloomington 1965 — 1969
AB
Northwestern University 1969 — 1970
MA, Political Science and Government
Almedina Palic's J.P. Morgan Experience November 2012 - November 2012
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey August 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
J.P. Morgan November 2012 - November 2012
Eli Lilly and Company May 2012 - July 2012
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
SunTrust Robinson Humphrey August 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
J.P. Morgan November 2012 - November 2012
Eli Lilly and Company May 2012 - July 2012
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Nicholas Muscato's J.P. Morgan Experience May 2005 - August 2005
Job Senior Director of Strategy at Amedisys Home Health & Hospice
Industry Insurance
Experience
Amedisys Home Health & Hospice March 2015 - Present
Humana August 2008 - Present
VOC Diagnostics 2012 - April 2013
Humana June 2007 - August 2008
J.P. Morgan May 2005 - August 2005
Skills
Financial Modeling, Due Diligence, Valuation, Financial Statement..., Strategy Creation, Corporate Finance, Financial Analysis, Strategic Financial..., Finance, Mergers, Insurance, Venture Capital, Competitive Analysis, Business Analysis, Managerial Finance, Financial Reporting, Mergers & Acquisitions, Executive Management, Management Consulting, Strategic Planning, Leadership, Corporate Development, Analytics, Start-ups, Strategy, Financial Planning, Analysis, Management, Business Strategy, Healthcare
Education
University of Louisville 2011 — 2013
MBA, Entrepreneurship/Entrepreneurial Studies
Indiana University Bloomington 2003 — 2007
B.S., Finance, Operations Management, 3.92 (summa cum laude)
Amedisys Home Health & Hospice March 2015 - Present
Humana August 2008 - Present
VOC Diagnostics 2012 - April 2013
Humana June 2007 - August 2008
J.P. Morgan May 2005 - August 2005
Skills
Financial Modeling, Due Diligence, Valuation, Financial Statement..., Strategy Creation, Corporate Finance, Financial Analysis, Strategic Financial..., Finance, Mergers, Insurance, Venture Capital, Competitive Analysis, Business Analysis, Managerial Finance, Financial Reporting, Mergers & Acquisitions, Executive Management, Management Consulting, Strategic Planning, Leadership, Corporate Development, Analytics, Start-ups, Strategy, Financial Planning, Analysis, Management, Business Strategy, Healthcare
Education
University of Louisville 2011 — 2013
MBA, Entrepreneurship/Entrepreneurial Studies
Indiana University Bloomington 2003 — 2007
B.S., Finance, Operations Management, 3.92 (summa cum laude)
Jose Furman's J.P. Morgan Experience June 2015 - August 2015
Job Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Alpha Epsilon Pi October 2013 - October 2014
TradeStation Securities May 2013 - August 2013
Crystal Capital Partners, LLC May 2012 - August 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Financial Accounting, PowerPoint, Auditing, Microsoft Word, Financial Analysis, Financial Reporting, Financial Modeling, Economics, Teamwork, Leadership, Management, Public Speaking
Education
Indiana University Bloomington 2012 — 2016
Bachelor's degree, Finance and Technology Management
Miami Country Day school
J.P. Morgan June 2015 - August 2015
Alpha Epsilon Pi October 2013 - October 2014
TradeStation Securities May 2013 - August 2013
Crystal Capital Partners, LLC May 2012 - August 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Financial Accounting, PowerPoint, Auditing, Microsoft Word, Financial Analysis, Financial Reporting, Financial Modeling, Economics, Teamwork, Leadership, Management, Public Speaking
Education
Indiana University Bloomington 2012 — 2016
Bachelor's degree, Finance and Technology Management
Miami Country Day school
Kaley Lillibridge's J.P. Morgan Experience July 2008 - February 2013
Job Former Director of Strategic Initiatives at LYFE Kitchen
Industry Food & Beverages
Experience
LYFE Kitchen November 2014 - Present
LYFE Kitchen February 2013 - November 2014
J.P. Morgan July 2008 - February 2013
Skills
Catering, Financial Analysis, Due Diligence, Marketing Strategy, Forecasting, Management, Strategic Planning, Financial Modeling, Supply Chain, Investment Banking, Event Planning, Marketing, Sales, Corporate Finance, Accounting, Customer Service, Risk Management, Team Building, Equities, Food, Budgets, Public Speaking
Education
Indiana University Bloomington 2004 — 2008
Bachelor's degree, Accounting and Finance
Indiana University Bloomington 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
LYFE Kitchen November 2014 - Present
LYFE Kitchen February 2013 - November 2014
J.P. Morgan July 2008 - February 2013
Skills
Catering, Financial Analysis, Due Diligence, Marketing Strategy, Forecasting, Management, Strategic Planning, Financial Modeling, Supply Chain, Investment Banking, Event Planning, Marketing, Sales, Corporate Finance, Accounting, Customer Service, Risk Management, Team Building, Equities, Food, Budgets, Public Speaking
Education
Indiana University Bloomington 2004 — 2008
Bachelor's degree, Accounting and Finance
Indiana University Bloomington 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Lisa Cohen's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Indiana University Kelley School of Business August 2014 - Present
Longitude Licensing Limited April 2015 - May 2015
Big Brothers Big Sisters October 2012 - January 2015
Beta Alpha Psi at Indiana University December 2013 - December 2014
Indiana University Kelley School of Business August 2013 - May 2014
The National Society of Collegiate Scholars May 2013 - May 2014
Indiana University Kelley School of Business October 2012 - May 2014
Brothers Bar & Grill June 2013 - January 2014
Lexus January 2011 - August 2012
Skills
Accounting, Leadership, Microsoft Excel, Time Management
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Financial Analysis
Indiana University - Kelley School of Business 2012 — 2014
Bachelor's degree, Accounting
North Allegheny High School 2008 — 2012
J.P. Morgan June 2015 - Present
Indiana University Kelley School of Business August 2014 - Present
Longitude Licensing Limited April 2015 - May 2015
Big Brothers Big Sisters October 2012 - January 2015
Beta Alpha Psi at Indiana University December 2013 - December 2014
Indiana University Kelley School of Business August 2013 - May 2014
The National Society of Collegiate Scholars May 2013 - May 2014
Indiana University Kelley School of Business October 2012 - May 2014
Brothers Bar & Grill June 2013 - January 2014
Lexus January 2011 - August 2012
Skills
Accounting, Leadership, Microsoft Excel, Time Management
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Financial Analysis
Indiana University - Kelley School of Business 2012 — 2014
Bachelor's degree, Accounting
North Allegheny High School 2008 — 2012
Christopher Sola's J.P. Morgan Experience June 2015 - Present
Job Asset Management Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan May 2014 - August 2014
Australia - City Community Tennis May 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Northrop Grumman Corporation January 2011 - June 2011
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Finance
J.P. Morgan June 2015 - Present
J.P. Morgan May 2014 - August 2014
Australia - City Community Tennis May 2013 - July 2013
Merrill Lynch June 2012 - August 2012
Northrop Grumman Corporation January 2011 - June 2011
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science, Finance
Adam Burkhardt Adam Burkhardt's J.P. Morgan Experience August 2014 - Present
Job Trust Administrator at JP Morgan
Industry Law Practice
Experience
J.P. Morgan August 2014 - Present
Norbert N. Rosenthal & Associates March 2014 - August 2014
Norbert N. Rosenthal & Associates September 2009 - March 2014
Education
Loyola University Chicago School of Law
Juris Doctor
Indiana University Bloomington
Bachelor of Arts (B.A.)
J.P. Morgan August 2014 - Present
Norbert N. Rosenthal & Associates March 2014 - August 2014
Norbert N. Rosenthal & Associates September 2009 - March 2014
Education
Loyola University Chicago School of Law
Juris Doctor
Indiana University Bloomington
Bachelor of Arts (B.A.)
Joseph Maginot's J.P. Morgan Experience June 2011 - August 2011
Job Junior Investment Analyst at Zuckerman Investment Group
Industry
Experience
Zuckerman Investment Group July 2014 - Present
IronBridge Capital Management, L.P. July 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Skills
Equity Research, Investments, Financial Modeling
Education
Indiana University Bloomington
Chemistry
Zuckerman Investment Group July 2014 - Present
IronBridge Capital Management, L.P. July 2012 - June 2014
J.P. Morgan June 2011 - August 2011
Skills
Equity Research, Investments, Financial Modeling
Education
Indiana University Bloomington
Chemistry
Maria Quintana's J.P. Morgan Experience October 1979 - Present
Job Retired Executive Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 1979 - Present
Skills
New Business Development, Business Relationship..., Contract Negotiation, Sales Management, P&L Financial Management, Project Management, Marketing Strategy, Stategic Planning, Enterprise Risk..., Board of Directors, Board Governance, Fundraising, Strategic Planning, Finance, Marketing, Mergers & Acquisitions, Financial Analysis, Leadership, Strategy, Management Consulting, Banking, Treasury Management, Risk Management, Investments, P&L Management
Education
Indiana University - Kelley School of Business
Bachelor of Business Administration (B.B.A.)
Indiana Wesleyan University
Master of Business Administration (M.B.A.), Finance, General
J.P. Morgan October 1979 - Present
Skills
New Business Development, Business Relationship..., Contract Negotiation, Sales Management, P&L Financial Management, Project Management, Marketing Strategy, Stategic Planning, Enterprise Risk..., Board of Directors, Board Governance, Fundraising, Strategic Planning, Finance, Marketing, Mergers & Acquisitions, Financial Analysis, Leadership, Strategy, Management Consulting, Banking, Treasury Management, Risk Management, Investments, P&L Management
Education
Indiana University - Kelley School of Business
Bachelor of Business Administration (B.B.A.)
Indiana Wesleyan University
Master of Business Administration (M.B.A.), Finance, General
Nick Albers's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
IronBridge Capital Management, L.P. May 2013 - July 2013
F+W Media, Inc. May 2012 - August 2012
Elegant Fare June 2011 - August 2011
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Accounting
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
IronBridge Capital Management, L.P. May 2013 - July 2013
F+W Media, Inc. May 2012 - August 2012
Elegant Fare June 2011 - August 2011
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Accounting
Josh Lipton's J.P. Morgan Experience June 2006 - June 2007
Job Real Estate Broker | Attorney at Jameson Sotheby's International Realty
Industry Real Estate
Experience
Jameson Sotheby's International Realty April 2015 - Present
Related Realty November 2014 - April 2015
@properties March 2014 - November 2014
Cantor Fitzgerald February 2013 - December 2013
Indiana University Maurer School of Law August 2011 - May 2012
United States District Court for the Northern District of Indiana May 2011 - August 2011
Zuber Lawler & Del Duca May 2010 - August 2010
Madison Realty Capital August 2007 - February 2009
J.P. Morgan June 2006 - June 2007
Skills
Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Contract Negotiation, Real Estate Economics, Business Development, Business Networking, Debt & Equity Financing, Due Diligence, Mortgage Lending, Real Estate Development, Management, Real Estate, Sales, Negotiation
Education
Indiana University Maurer School of Law 2009 — 2012
Juris Doctor, Commercial Transactions and Corporate Law
Università degli Studi di Firenze / University of Florence 2006 — 2006
Study Abroad, International Business/Trade/Commerce
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science in Business, Marketing, Management
Jameson Sotheby's International Realty April 2015 - Present
Related Realty November 2014 - April 2015
@properties March 2014 - November 2014
Cantor Fitzgerald February 2013 - December 2013
Indiana University Maurer School of Law August 2011 - May 2012
United States District Court for the Northern District of Indiana May 2011 - August 2011
Zuber Lawler & Del Duca May 2010 - August 2010
Madison Realty Capital August 2007 - February 2009
J.P. Morgan June 2006 - June 2007
Skills
Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Contract Negotiation, Real Estate Economics, Business Development, Business Networking, Debt & Equity Financing, Due Diligence, Mortgage Lending, Real Estate Development, Management, Real Estate, Sales, Negotiation
Education
Indiana University Maurer School of Law 2009 — 2012
Juris Doctor, Commercial Transactions and Corporate Law
Università degli Studi di Firenze / University of Florence 2006 — 2006
Study Abroad, International Business/Trade/Commerce
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science in Business, Marketing, Management
Andrew Schankerman Andrew Schankerman's J.P. Morgan Experience September 2011 - September 2013
Job MBA Candidate at Chicago Booth
Industry Management Consulting
Experience
University of Chicago Booth School of Business Prime Brokerage Account ManagerJ.P. MorganSeptember 2013 - April 2015
J.P. Morgan September 2011 - September 2013
J.P. Morgan June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Bloomberg, ThomsonOne, Bigdough, Securities Lending, Analytical Skills, Interpersonal Skill, International Exposure, Capital Markets
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science, Dual Major: Finance and International Business, 3.84
Institute for the International Education of Students 2010 — 2010
London School of Economics and Political Science 2009 — 2009
University of Chicago Booth School of Business Prime Brokerage Account ManagerJ.P. MorganSeptember 2013 - April 2015
J.P. Morgan September 2011 - September 2013
J.P. Morgan June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Bloomberg, ThomsonOne, Bigdough, Securities Lending, Analytical Skills, Interpersonal Skill, International Exposure, Capital Markets
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science, Dual Major: Finance and International Business, 3.84
Institute for the International Education of Students 2010 — 2010
London School of Economics and Political Science 2009 — 2009
Shane Luttrell's J.P. Morgan Experience June 2009 - September 2013
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2013 - 2014
J.P. Morgan June 2009 - September 2013
Skills
Illustrator, Adobe Creative Suite, Flash Animation, Creative Problem Solving, Marketing Strategy, Customer Experience..., Call Center..., Quality Assurance, Policy Writing
Education
Indiana University Bloomington 2010 — 2013
Psychology
Indiana University-Purdue University Fort Wayne (IPFW) 2009 — 2010
JPMorgan Chase 2013 - 2014
J.P. Morgan June 2009 - September 2013
Skills
Illustrator, Adobe Creative Suite, Flash Animation, Creative Problem Solving, Marketing Strategy, Customer Experience..., Call Center..., Quality Assurance, Policy Writing
Education
Indiana University Bloomington 2010 — 2013
Psychology
Indiana University-Purdue University Fort Wayne (IPFW) 2009 — 2010
Heath Tameris, CFA's J.P. Morgan Experience July 2012 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan July 2009 - July 2012
Foothill Brokerage May 2007 - August 2007
Skills
Financial Modeling, Valuation, Portfolio Management, Chartered Financial..., Bloomberg
Education
Indiana University Bloomington 2005 — 2009
Business, Finance
Sycamore High School
Sycamore High School
J.P. Morgan July 2012 - Present
J.P. Morgan July 2009 - July 2012
Foothill Brokerage May 2007 - August 2007
Skills
Financial Modeling, Valuation, Portfolio Management, Chartered Financial..., Bloomberg
Education
Indiana University Bloomington 2005 — 2009
Business, Finance
Sycamore High School
Sycamore High School
Jeff Rosenberg's J.P. Morgan Experience September 2013 - April 2015
Job Brand Specialist (Home Audio) at Amazon
Industry Retail
Experience
Amazon April 2015 - Present
J.P. Morgan September 2013 - April 2015
J.P. Morgan August 2011 - September 2013
JP Morgan June 2010 - August 2010
Endurance June 2009 - August 2009
The NIA Group LLC May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Business Analysis, Bloomberg, Financial Analysis, Trade Finance, Collateral Management, Securities
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance and Accounting
Amazon April 2015 - Present
J.P. Morgan September 2013 - April 2015
J.P. Morgan August 2011 - September 2013
JP Morgan June 2010 - August 2010
Endurance June 2009 - August 2009
The NIA Group LLC May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Business Analysis, Bloomberg, Financial Analysis, Trade Finance, Collateral Management, Securities
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance and Accounting
Asia Sanchez Asia Sanchez's J.P. Morgan Experience August 2013 - January 2014
Job Business Analyst at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
J.P. Morgan August 2013 - January 2014
WorldofMoney.org July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Microsoft Office, InDesign, Photoshop, Adobe Design Programs, Cpr Certified, Offset Printing, Non-profit Volunteer, Teamwork, Blueprint, Business Requirements, Photography
Education
Indiana University of Pennsylvania
JPMorgan Chase February 2014 - Present
J.P. Morgan August 2013 - January 2014
WorldofMoney.org July 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Microsoft Office, InDesign, Photoshop, Adobe Design Programs, Cpr Certified, Offset Printing, Non-profit Volunteer, Teamwork, Blueprint, Business Requirements, Photography
Education
Indiana University of Pennsylvania
Nisanth Patcha Nisanth Patcha's J.P. Morgan Experience August 2013 - February 2015
Job Examiner at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) March 2015 - Present
J.P. Morgan August 2013 - February 2015
Financial Industry Regulatory Authority May 2013 - August 2013
CSS Staffing September 2012 - May 2013
Morgan Stanley May 2009 - August 2009
Skills
Microsoft Excel, LexisNexis, QuickBooks, Financial Analysis, PowerPoint, Customer Service, Research, Microsoft Office, Microsoft Word, Valuation, Economics, PeopleSoft, Equities
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2014
Master of Science (M.S.), Accounting
Indiana University Bloomington 2011 — 2012
Bachelor of Arts (B.A.), Economics
Financial Industry Regulatory Authority (FINRA) March 2015 - Present
J.P. Morgan August 2013 - February 2015
Financial Industry Regulatory Authority May 2013 - August 2013
CSS Staffing September 2012 - May 2013
Morgan Stanley May 2009 - August 2009
Skills
Microsoft Excel, LexisNexis, QuickBooks, Financial Analysis, PowerPoint, Customer Service, Research, Microsoft Office, Microsoft Word, Valuation, Economics, PeopleSoft, Equities
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2014
Master of Science (M.S.), Accounting
Indiana University Bloomington 2011 — 2012
Bachelor of Arts (B.A.), Economics
Guy Hochstetler's J.P. Morgan Experience 1989 - 1996
Job SOA Integration Architect at IBM
Industry Computer Software
Experience
IBM December 2000 - Present
Pegasus Consulting Group 1997 - 2000
Andersen Consulting 1996 - 1997
J.P. Morgan 1989 - 1996
NiSource 1985 - 1989
Skills
WebSphere Message Broker, Spring, SOA, WebSphere Process Server, WebSphere ESB, Technical Leadership, Websphere, WebSphere Application..., ESB, WebSphere MQ, DataPower, EAI, Java Enterprise Edition, WSRR, Business Process..., Enterprise Architecture, Middleware, JMS, Architecture, Solution Architecture, SDLC, IBM HTTP Server, IBM Websphere Commerce, AIX, DB2, Technical Architecture, XSLT, SOA Governance
Education
Indiana University-Northwest
MBA, Business Administration and Management, General
Purdue University
BS
IBM December 2000 - Present
Pegasus Consulting Group 1997 - 2000
Andersen Consulting 1996 - 1997
J.P. Morgan 1989 - 1996
NiSource 1985 - 1989
Skills
WebSphere Message Broker, Spring, SOA, WebSphere Process Server, WebSphere ESB, Technical Leadership, Websphere, WebSphere Application..., ESB, WebSphere MQ, DataPower, EAI, Java Enterprise Edition, WSRR, Business Process..., Enterprise Architecture, Middleware, JMS, Architecture, Solution Architecture, SDLC, IBM HTTP Server, IBM Websphere Commerce, AIX, DB2, Technical Architecture, XSLT, SOA Governance
Education
Indiana University-Northwest
MBA, Business Administration and Management, General
Purdue University
BS
Joe Gilliam's J.P. Morgan Experience January 2000 - Present
Job Managing Director, Healthcare Investment Banking, JPMorgan
Industry Investment Banking
Experience
J.P. Morgan January 2000 - Present
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investment Banking, LBO, Capital Markets, Special Situations, High Yield, Equities, Equity Capital Markets, Corporate Finance, Capital Structure
Education
Indiana University Bloomington 1994 — 1998
B.S.
J.P. Morgan January 2000 - Present
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investment Banking, LBO, Capital Markets, Special Situations, High Yield, Equities, Equity Capital Markets, Corporate Finance, Capital Structure
Education
Indiana University Bloomington 1994 — 1998
B.S.
August (Jr.) Etsch's J.P. Morgan Experience November 2014 - Present
Job Capital Advisory Analyst at J.P. Morgan Private Banking
Industry Banking
Experience
J.P. Morgan November 2014 - Present
J.P. Morgan October 2012 - November 2014
J.P. Morgan July 2010 - October 2012
JPMorgan Chase September 2009 - June 2010
Skills
Investments, Financial Analysis, Private Banking, Wealth Management..., Wealth Management, Mortgage Lending, Series 7, Mutual Funds, Equities, Uniform Combined State..., Series 63, Fixed Income, Asset Allocation, Banking
Education
Indiana University Bloomington 2004 — 2008
BS Public Affairs, Management (Major), Legal Studies (Minor)
J.P. Morgan November 2014 - Present
J.P. Morgan October 2012 - November 2014
J.P. Morgan July 2010 - October 2012
JPMorgan Chase September 2009 - June 2010
Skills
Investments, Financial Analysis, Private Banking, Wealth Management..., Wealth Management, Mortgage Lending, Series 7, Mutual Funds, Equities, Uniform Combined State..., Series 63, Fixed Income, Asset Allocation, Banking
Education
Indiana University Bloomington 2004 — 2008
BS Public Affairs, Management (Major), Legal Studies (Minor)
Adam Heller's J.P. Morgan Experience June 2007 - August 2007
Job Vice President, Investment Banking at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC October 2014 - Present
KPMG Corporate Finance LLC April 2013 - September 2014
William Blair and Company September 2011 - March 2013
Bank of America Merrill Lynch July 2008 - August 2011
J.P. Morgan June 2007 - August 2007
Water Street Healthcare Partners May 2006 - July 2006
Skills
Private Equity, Investment Banking, Finance, Private Placements, Financial Modeling, Corporate Finance
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S. in Business, Finance
KPMG Corporate Finance LLC October 2014 - Present
KPMG Corporate Finance LLC April 2013 - September 2014
William Blair and Company September 2011 - March 2013
Bank of America Merrill Lynch July 2008 - August 2011
J.P. Morgan June 2007 - August 2007
Water Street Healthcare Partners May 2006 - July 2006
Skills
Private Equity, Investment Banking, Finance, Private Placements, Financial Modeling, Corporate Finance
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S. in Business, Finance
Roger Kodat's J.P. Morgan Experience January 2008 - June 2011
Job Principal at The Kodat Group LLC
Industry Financial Services
Experience
The Kodat Group LLC November 2011 - Present
J.P. Morgan January 2008 - June 2011
US Department of the Treasury August 2001 - December 2007
Prison Fellowship International August 1999 - November 2000
Chase Manhattan Bank January 1994 - August 1999
US Department of the Treasury December 1991 - December 1993
Manufacturers Hanover Trust July 1982 - December 1991
Skills
Government, German, Czech, Czech language, German language, Writing, Finance
Education
Indiana University - Kelley School of Business 1981 — 1982
MBA, Finance
Indiana University Bloomington 1978 — 1980
MA, Political Science
Northwestern University 1972 — 1976
BS, Education
Northwestern University - Kellogg School of Management
The Kodat Group LLC November 2011 - Present
J.P. Morgan January 2008 - June 2011
US Department of the Treasury August 2001 - December 2007
Prison Fellowship International August 1999 - November 2000
Chase Manhattan Bank January 1994 - August 1999
US Department of the Treasury December 1991 - December 1993
Manufacturers Hanover Trust July 1982 - December 1991
Skills
Government, German, Czech, Czech language, German language, Writing, Finance
Education
Indiana University - Kelley School of Business 1981 — 1982
MBA, Finance
Indiana University Bloomington 1978 — 1980
MA, Political Science
Northwestern University 1972 — 1976
BS, Education
Northwestern University - Kellogg School of Management
Amie Tacka Amie Tacka's J.P. Morgan Experience 2000 - 2001
Job Investment Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo June 2010 - Present
Wells Fargo June 2007 - June 2010
CMS Companies 2005 - 2007
CMS Companies 2002 - 2005
JPMorgan Chase 2001 - 2002
J.P. Morgan 2000 - 2001
Vanguard May 1999 - April 2000
Education
Villanova University 2002 — 2005
MBA, MBA (concentration Finance)
Indiana University of Pennsylvania 1995 — 1999
BA, Economics
Wells Fargo June 2010 - Present
Wells Fargo June 2007 - June 2010
CMS Companies 2005 - 2007
CMS Companies 2002 - 2005
JPMorgan Chase 2001 - 2002
J.P. Morgan 2000 - 2001
Vanguard May 1999 - April 2000
Education
Villanova University 2002 — 2005
MBA, MBA (concentration Finance)
Indiana University of Pennsylvania 1995 — 1999
BA, Economics
Matt Hodan's J.P. Morgan Experience 2005 - 2007
Job Investor; Founder; YC Alum
Industry Venture Capital & Private Equity
Experience
Lexington Partners 2011 - Present
Data Marketplace 2009 - 2011
Genstar Capital 2007 - 2009
J.P. Morgan 2005 - 2007
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor's Degree, Finance
Lexington Partners 2011 - Present
Data Marketplace 2009 - 2011
Genstar Capital 2007 - 2009
J.P. Morgan 2005 - 2007
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor's Degree, Finance
Joseph Fuscaldo's J.P. Morgan Experience January 2008 - March 2009
Job Foreign Exchange Director at Nielsen
Industry Information Services
Experience
Nielsen October 2014 - Present
PepsiCo December 2012 - April 2014
PepsiCo April 2010 - December 2012
PepsiCo July 2009 - April 2010
J.P. Morgan January 2008 - March 2009
Skills
Microsoft Office, Bloomberg Terminal, Hyperion Enterprise, SAP, ReVal System, Wire Transfers
Education
Indiana University Bloomington 2003 — 2007
BS Public Affairs Management, Minor Entrepreneurship and Small Business Management
Nielsen October 2014 - Present
PepsiCo December 2012 - April 2014
PepsiCo April 2010 - December 2012
PepsiCo July 2009 - April 2010
J.P. Morgan January 2008 - March 2009
Skills
Microsoft Office, Bloomberg Terminal, Hyperion Enterprise, SAP, ReVal System, Wire Transfers
Education
Indiana University Bloomington 2003 — 2007
BS Public Affairs Management, Minor Entrepreneurship and Small Business Management
Manolo Teijelo's J.P. Morgan Experience October 1995 - November 2002
Job Experienced Financial Consultant
Industry Financial Services
Experience
AXA Advisors November 2012 - Present
UCM Union Capital Advisors May 2012 - October 2012
ThinkEquity LLC November 2010 - May 2012
Wunderlich Securities March 2010 - October 2010
FTN Equity Capital Markets December 2002 - February 2010
J.P. Morgan October 1995 - November 2002
Lehman Brothers July 1988 - October 1995
Kleinwort Benson July 1987 - June 1988
Dillon Read 1984 - 1987
Morgan Stanley 1978 - 1984
Skills
Sales, Sales Management, Employee Benefits, Foreign Languages, Investment Advisory..., Fluent in Spanish, Life Insurance..., Health Insurance...
Education
Indiana University - Kelley School of Business
MBA, Finance
Purdue University
B.A., Psychological Sciences/Spanish Literature
Chaminade High School (Dayton)
AXA Advisors November 2012 - Present
UCM Union Capital Advisors May 2012 - October 2012
ThinkEquity LLC November 2010 - May 2012
Wunderlich Securities March 2010 - October 2010
FTN Equity Capital Markets December 2002 - February 2010
J.P. Morgan October 1995 - November 2002
Lehman Brothers July 1988 - October 1995
Kleinwort Benson July 1987 - June 1988
Dillon Read 1984 - 1987
Morgan Stanley 1978 - 1984
Skills
Sales, Sales Management, Employee Benefits, Foreign Languages, Investment Advisory..., Fluent in Spanish, Life Insurance..., Health Insurance...
Education
Indiana University - Kelley School of Business
MBA, Finance
Purdue University
B.A., Psychological Sciences/Spanish Literature
Chaminade High School (Dayton)
Brian Bookheimer Brian Bookheimer's J.P. Morgan Experience December 2012 - Present
Job Vice President/Business Management & Reporting at J.P. Morgan
Industry Banking
Experience
J.P. Morgan December 2012 - Present
JP Morgan November 2006 - November 2012
JP Morgan July 2004 - October 2006
Bank One August 1998 - June 2004
Bank One January 1997 - July 1998
Bank One October 1991 - December 1996
Bank One January 1989 - September 1991
Bank One June 1987 - December 1988
Skills
Investments, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Financial Reporting, Metrics Reporting, Scorecard Management, Management, Project Management, Strategic Financial..., Vendor Management, Expense Management, Business Profitability, Banking, Technology, Operations Management, Investment Management, Asset Management, Mutual Funds, Securities, Certified Anti-Money..., Compliance, Risk Management, Cash Management, Financial Risk, Asset Allocation, Relationship Management, Financial Planning
Education
Indiana University - Kelley School of Business 1985 — 1987
M.B.A., Finance
The Ohio State University - The Max M. Fisher College of Business 1981 — 1985
B.S., Finance
J.P. Morgan December 2012 - Present
JP Morgan November 2006 - November 2012
JP Morgan July 2004 - October 2006
Bank One August 1998 - June 2004
Bank One January 1997 - July 1998
Bank One October 1991 - December 1996
Bank One January 1989 - September 1991
Bank One June 1987 - December 1988
Skills
Investments, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Financial Reporting, Metrics Reporting, Scorecard Management, Management, Project Management, Strategic Financial..., Vendor Management, Expense Management, Business Profitability, Banking, Technology, Operations Management, Investment Management, Asset Management, Mutual Funds, Securities, Certified Anti-Money..., Compliance, Risk Management, Cash Management, Financial Risk, Asset Allocation, Relationship Management, Financial Planning
Education
Indiana University - Kelley School of Business 1985 — 1987
M.B.A., Finance
The Ohio State University - The Max M. Fisher College of Business 1981 — 1985
B.S., Finance
Ted Gladish's J.P. Morgan Experience June 1999 - June 2002
Job Vice President Finance, Marketing & Operations at IGT
Industry Renewables & Environment
Experience
IGT - Innovative Green Technologies June 2011 - Present
Heart In Your Hand, LLC February 2011 - Present
Capital Advisors October 2008 - October 2010
Itau-Unibanco February 2008 - September 2008
Protiviti August 2005 - September 2007
ExxonMobil June 2004 - June 2005
ProFund International March 2003 - September 2003
J.P. Morgan June 1999 - June 2002
UBS Wealth Management May 1999 - August 1999
Skills
Strategic Planning, Process Improvement, Business Development, Project Management, Risk Management, Leadership, Matrix Management, Business Analysis, Management Consulting, Valuation, Financial Modeling, Investments, Analysis, Competitive Analysis, Finance, Venture Capital, Investment Banking, Forecasting, Marketing, Mergers & Acquisitions, Managerial Finance, Strategy, Project Planning, Entrepreneurship, Due Diligence, Executive Management, Start-ups, Corporate Finance, Private Equity, Financial Analysis, International Business, Business Planning, Strategic Partnerships, Restructuring, Business Strategy, Acquisition Integration, P&L Management, Cross-functional Team..., Strategic Financial..., Financial Planning
Education
University of South Carolina - The Moore School of Business 2002 — 2004
MBA, International Finance, Spanish
Pontificia Universidad Católica de Chile 2003 — 2003
MBA, International Business
Tecnológico de Monterrey 2003 — 2003
Indiana University Bloomington 1994 — 1998
B.A. Finance, Finance, International Business, Spanish
Universidad de Sevilla 1997 — 1997
Spanish
IGT - Innovative Green Technologies June 2011 - Present
Heart In Your Hand, LLC February 2011 - Present
Capital Advisors October 2008 - October 2010
Itau-Unibanco February 2008 - September 2008
Protiviti August 2005 - September 2007
ExxonMobil June 2004 - June 2005
ProFund International March 2003 - September 2003
J.P. Morgan June 1999 - June 2002
UBS Wealth Management May 1999 - August 1999
Skills
Strategic Planning, Process Improvement, Business Development, Project Management, Risk Management, Leadership, Matrix Management, Business Analysis, Management Consulting, Valuation, Financial Modeling, Investments, Analysis, Competitive Analysis, Finance, Venture Capital, Investment Banking, Forecasting, Marketing, Mergers & Acquisitions, Managerial Finance, Strategy, Project Planning, Entrepreneurship, Due Diligence, Executive Management, Start-ups, Corporate Finance, Private Equity, Financial Analysis, International Business, Business Planning, Strategic Partnerships, Restructuring, Business Strategy, Acquisition Integration, P&L Management, Cross-functional Team..., Strategic Financial..., Financial Planning
Education
University of South Carolina - The Moore School of Business 2002 — 2004
MBA, International Finance, Spanish
Pontificia Universidad Católica de Chile 2003 — 2003
MBA, International Business
Tecnológico de Monterrey 2003 — 2003
Indiana University Bloomington 1994 — 1998
B.A. Finance, Finance, International Business, Spanish
Universidad de Sevilla 1997 — 1997
Spanish
Juan Carlos Rojas Juan Carlos Rojas's J.P. Morgan Experience June 2013 - Present
Job Associate at JPMorgan Global Wealth Management
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan October 2012 - June 2013
The Birch Wathen Lenox School September 2007 - June 2010
J.P. Morgan January 2007 - June 2007
University of Pennsylvania June 2005 - August 2005
Credit Suisse June 2004 - August 2004
Credit Suisse June 2003 - August 2003
Skills
Series 7, Spanish, Microsoft Office, Leadership, Strong Problem Solving..., English, French, Strong Written..., Work Well in Teams, Computer Proficiency, Strong Quantitative..., Strong Verbal..., Personable, Work Well Independently, Strong Analytical Skills, Internet Researching...
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Mathematics, 3.6
Indiana University Bloomington 2010 — 2012
Master of Arts (M.A.), Mathematics, 3.708
J.P. Morgan June 2013 - Present
J.P. Morgan October 2012 - June 2013
The Birch Wathen Lenox School September 2007 - June 2010
J.P. Morgan January 2007 - June 2007
University of Pennsylvania June 2005 - August 2005
Credit Suisse June 2004 - August 2004
Credit Suisse June 2003 - August 2003
Skills
Series 7, Spanish, Microsoft Office, Leadership, Strong Problem Solving..., English, French, Strong Written..., Work Well in Teams, Computer Proficiency, Strong Quantitative..., Strong Verbal..., Personable, Work Well Independently, Strong Analytical Skills, Internet Researching...
Education
University of Pennsylvania 2002 — 2006
Bachelor of Arts (B.A.), Mathematics, 3.6
Indiana University Bloomington 2010 — 2012
Master of Arts (M.A.), Mathematics, 3.708
Ryan Goode, JD's J.P. Morgan Experience July 2013 - Present
Job Banker Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
First Bankers Trust Company February 2012 - Present
O'Bryan, Brown & Toner July 2010 - October 2010
Atria Senior Living Group June 2009 - October 2009
Sypris Electronics, LLC May 2008 - August 2008
Skills
Legal Research, Research, Legal Writing, Westlaw, Medical Malpractice, Estate Planning, Microsoft Office, Legal Issues
Education
Louis D. Brandeis School of Law at the University of Louisville 2008 — 2011
Juris Doctor
Indiana University - Kelley School of Business 2004 — 2008
B.S. Business, Majors: Marketing, Management; Minor: History
Kentucky Country Day 1991 — 2004
J.P. Morgan July 2013 - Present
First Bankers Trust Company February 2012 - Present
O'Bryan, Brown & Toner July 2010 - October 2010
Atria Senior Living Group June 2009 - October 2009
Sypris Electronics, LLC May 2008 - August 2008
Skills
Legal Research, Research, Legal Writing, Westlaw, Medical Malpractice, Estate Planning, Microsoft Office, Legal Issues
Education
Louis D. Brandeis School of Law at the University of Louisville 2008 — 2011
Juris Doctor
Indiana University - Kelley School of Business 2004 — 2008
B.S. Business, Majors: Marketing, Management; Minor: History
Kentucky Country Day 1991 — 2004
Harrison Petts's J.P. Morgan Experience April 2013 - August 2014
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets January 2015 - Present
JPMorgan Chase June 2014 - Present
J.P. Morgan April 2013 - August 2014
Kelley School of Business August 2010 - May 2014
Raymond James Financial Inc. May 2012 - July 2012
U.S. Census Bureau -- Census Coverage Management March 2010 - June 2010
L.A. Fitness March 2010 - June 2010
Skills
College Soccer, Piano, Extreme Races, Financial Accounting, Financial Analysis
Education
Indiana University Bloomington 2010 — 2014
BS, Finance, Accounting, International Business, Junior
KeyBanc Capital Markets January 2015 - Present
JPMorgan Chase June 2014 - Present
J.P. Morgan April 2013 - August 2014
Kelley School of Business August 2010 - May 2014
Raymond James Financial Inc. May 2012 - July 2012
U.S. Census Bureau -- Census Coverage Management March 2010 - June 2010
L.A. Fitness March 2010 - June 2010
Skills
College Soccer, Piano, Extreme Races, Financial Accounting, Financial Analysis
Education
Indiana University Bloomington 2010 — 2014
BS, Finance, Accounting, International Business, Junior
Megan (Artz) Hyman's J.P. Morgan Experience January 2015 - Present
Job Private Banker
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan May 2012 - January 2015
J.P. Morgan July 2011 - July 2012
J.P. Morgan July 2010 - August 2011
J.P. Morgan July 2008 - July 2010
J.P. Morgan May 2007 - August 2007
M&T Bank May 2005 - August 2005
Skills
Portfolio Management, Finance, Wealth Management, Credit Analysis, Credit, Loans, Analysis, Strategy, Leadership, Management, Investments, Risk Management, Business Strategy, Sales Management, Internal Communications, Financial Modeling
Education
Indiana University - Kelley School of Business 2004 — 2008
Marketing, Sales, Psychology
Bishop Dwenger High School 2000 — 2004
J.P. Morgan January 2015 - Present
J.P. Morgan May 2012 - January 2015
J.P. Morgan July 2011 - July 2012
J.P. Morgan July 2010 - August 2011
J.P. Morgan July 2008 - July 2010
J.P. Morgan May 2007 - August 2007
M&T Bank May 2005 - August 2005
Skills
Portfolio Management, Finance, Wealth Management, Credit Analysis, Credit, Loans, Analysis, Strategy, Leadership, Management, Investments, Risk Management, Business Strategy, Sales Management, Internal Communications, Financial Modeling
Education
Indiana University - Kelley School of Business 2004 — 2008
Marketing, Sales, Psychology
Bishop Dwenger High School 2000 — 2004
Stephen Lindley's J.P. Morgan Experience July 2013 - May 2014
Job Financial Analyst at Strategic Capital Partners
Industry Real Estate
Experience
Strategic Capital Partners June 2014 - Present
J.P. Morgan July 2013 - May 2014
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor's Degree, Entrepreneurship & Corporate Innovation, Management
Strategic Capital Partners June 2014 - Present
J.P. Morgan July 2013 - May 2014
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor's Degree, Entrepreneurship & Corporate Innovation, Management
Richard Grimes's J.P. Morgan Experience March 2013 - Present
Job Investment Professional
Industry Financial Services
Experience
J.P. Morgan March 2013 - Present
Charles Schwab August 2007 - March 2013
Wachovia Securities May 2006 - August 2007
Wachovia Securities January 2005 - May 2006
Skills
Investments, Series 7, Strategic Planning, Account Management, Series 63, Portfolio Management, Financial Analysis, Asset Allocation, Securities, Strategic Financial..., Mutual Funds, Banking, FINRA, Financial Modeling, ETFs, Equities, Wealth Management, Asset Management, Retirement, Finance, Retirement Planning, Financial Markets, Analysis
Education
Indiana University - Kelley School of Business
Bachelors, Finance
nhs
J.P. Morgan March 2013 - Present
Charles Schwab August 2007 - March 2013
Wachovia Securities May 2006 - August 2007
Wachovia Securities January 2005 - May 2006
Skills
Investments, Series 7, Strategic Planning, Account Management, Series 63, Portfolio Management, Financial Analysis, Asset Allocation, Securities, Strategic Financial..., Mutual Funds, Banking, FINRA, Financial Modeling, ETFs, Equities, Wealth Management, Asset Management, Retirement, Finance, Retirement Planning, Financial Markets, Analysis
Education
Indiana University - Kelley School of Business
Bachelors, Finance
nhs
Jonathan Ribnick's J.P. Morgan Experience June 2015 - Present
Job Student at Indiana University Bloomington
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Chrysler Group LLC May 2014 - August 2014
ShoreView Industries July 2013 - August 2013
Finance Commando June 2013 - July 2013
McNutt Student Government January 2012 - May 2012
Camp Ramah in Wisconsin June 2011 - August 2011
Mitzvah Bouncers September 2007 - June 2011
Twinco Romax September 2009 - 2011
Education
Indiana University Bloomington 2011 — 2015
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance
J.P. Morgan June 2015 - Present
Chrysler Group LLC May 2014 - August 2014
ShoreView Industries July 2013 - August 2013
Finance Commando June 2013 - July 2013
McNutt Student Government January 2012 - May 2012
Camp Ramah in Wisconsin June 2011 - August 2011
Mitzvah Bouncers September 2007 - June 2011
Twinco Romax September 2009 - 2011
Education
Indiana University Bloomington 2011 — 2015
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance
Alex Nevill's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Eli Lilly and Company May 2013 - July 2013
Eli Lilly and Company May 2012 - July 2012
A's by Alex March 2010 - June 2012
Skills
Leadership, Analytical Skills, Finance, Financial Modeling, Corporate Finance, Microsoft Excel, Public Speaking, Research, Social Media, Teamwork, Time Management, Financial Analysis, Microsoft Office, Data Analysis, Microsoft Word, PowerPoint
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Finance
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Eli Lilly and Company May 2013 - July 2013
Eli Lilly and Company May 2012 - July 2012
A's by Alex March 2010 - June 2012
Skills
Leadership, Analytical Skills, Finance, Financial Modeling, Corporate Finance, Microsoft Excel, Public Speaking, Research, Social Media, Teamwork, Time Management, Financial Analysis, Microsoft Office, Data Analysis, Microsoft Word, PowerPoint
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor’s Degree, Finance
Russell Mangas Russell Mangas's J.P. Morgan Experience August 2007 - August 2008
Job Associate Attorney at Latham & Watkins
Industry Law Practice
Experience
Latham & Watkins October 2014 - Present
Kirkland & Ellis LLP October 2011 - October 2014
J.P. Morgan August 2007 - August 2008
Protiviti August 2004 - August 2007
Skills
Litigation, Corporate Law, Legal Research, Corporate Governance, Legal Writing, Commercial Litigation, Securities Regulation, Civil Litigation, Appeals, Courts, Westlaw, Arbitration
Education
Northwestern University School of Law 2008 — 2011
Doctor of Law (JD)
Indiana University Bloomington
Bachelor of Science (BS), Finance
Latham & Watkins October 2014 - Present
Kirkland & Ellis LLP October 2011 - October 2014
J.P. Morgan August 2007 - August 2008
Protiviti August 2004 - August 2007
Skills
Litigation, Corporate Law, Legal Research, Corporate Governance, Legal Writing, Commercial Litigation, Securities Regulation, Civil Litigation, Appeals, Courts, Westlaw, Arbitration
Education
Northwestern University School of Law 2008 — 2011
Doctor of Law (JD)
Indiana University Bloomington
Bachelor of Science (BS), Finance
todd stankavich's J.P. Morgan Experience July 2005 - December 2010
Job Regional Sales ManagerMajor Accounts at Zacks Investment Research
Industry Investment Management
Experience
Zacks Investment Research February 2011 - Present
J.P. Morgan July 2005 - December 2010
Edward Jones September 2001 - June 2005
Charles Schwab October 1989 - September 2001
Skills
Options Trader, Managed Futures, Investment Research..., Institutional Sales, Institutional Investors, Institutional..., Trading, Financial Markets, Hedge Funds
Education
Indiana University Bloomington
Zacks Investment Research February 2011 - Present
J.P. Morgan July 2005 - December 2010
Edward Jones September 2001 - June 2005
Charles Schwab October 1989 - September 2001
Skills
Options Trader, Managed Futures, Investment Research..., Institutional Sales, Institutional Investors, Institutional..., Trading, Financial Markets, Hedge Funds
Education
Indiana University Bloomington
Nicholas Harding's J.P. Morgan Experience June 2013 - Present
Job Associate Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
Cambridge Associates March 2012 - June 2013
Cambridge Associates June 2007 - March 2012
Skills
Asset Allocation, Investments, Hedge Funds, Investment Management, Financial Modeling, Investment Strategies, Alternative Investments, Equity Research, Portfolio Management, Financial Analysis, Valuation, Bloomberg Terminal, Asset Managment, Equities, Fixed Income, Due Diligence, Private Equity, Portfolio Performance..., Capital Markets, Derivatives
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science, Finance
J.P. Morgan June 2013 - Present
Cambridge Associates March 2012 - June 2013
Cambridge Associates June 2007 - March 2012
Skills
Asset Allocation, Investments, Hedge Funds, Investment Management, Financial Modeling, Investment Strategies, Alternative Investments, Equity Research, Portfolio Management, Financial Analysis, Valuation, Bloomberg Terminal, Asset Managment, Equities, Fixed Income, Due Diligence, Private Equity, Portfolio Performance..., Capital Markets, Derivatives
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science, Finance
Jake Wunderlin's J.P. Morgan Experience July 2010 - June 2011
Job Trader Trainee, Liquid Capital Group
Industry Financial Services
Experience
Liquid Capital Group January 2012 - Present
J.P. Morgan July 2010 - June 2011
J.P. Morgan June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2006 — 2010
Business, Finance w/minor in Economics
Liquid Capital Group January 2012 - Present
J.P. Morgan July 2010 - June 2011
J.P. Morgan June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2006 — 2010
Business, Finance w/minor in Economics
Andy Combs's J.P. Morgan Experience May 2012 - July 2014
Job VP, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments June 2015 - Present
Incapital LLC July 2014 - June 2015
J.P. Morgan May 2012 - July 2014
William Blair and Company June 2011 - May 2012
Win3 Marketing June 2010 - July 2011
Van Kampen Investments 2003 - June 2010
Skills
Mutual Funds, Separately Managed..., Financial Advisory, Wealth Management, Asset Managment, Marketing, Equities, Series 63, Series 7, Alternative Investments, Series 6, Asset Allocation
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (B.S.), Business- Marketing
Nuveen Investments June 2015 - Present
Incapital LLC July 2014 - June 2015
J.P. Morgan May 2012 - July 2014
William Blair and Company June 2011 - May 2012
Win3 Marketing June 2010 - July 2011
Van Kampen Investments 2003 - June 2010
Skills
Mutual Funds, Separately Managed..., Financial Advisory, Wealth Management, Asset Managment, Marketing, Equities, Series 63, Series 7, Alternative Investments, Series 6, Asset Allocation
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (B.S.), Business- Marketing
Aaron Lewis's J.P. Morgan Experience May 2013 - August 2013
Job Analyst at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group June 2015 - Present
The Blackstone Group June 2014 - August 2014
Hammond, Kennedy, Whitney & Company, Inc. March 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Hurlow Wealth Management Group May 2012 - October 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Quantative Analysis, Highly self-motivated, Multi-tasking..., Finance, Analysis, Economics, Financial Analysis, Spanish, Microsoft Office
Education
Indiana University Bloomington 2013 — 2015
3/2 Masters in Business Administration, Financial Analysis
Indiana University Bloomington 2010 — 2014
Bachelor’s Degree, Majors: Accounting & International Business Minor: Spanish
The Blackstone Group June 2015 - Present
The Blackstone Group June 2014 - August 2014
Hammond, Kennedy, Whitney & Company, Inc. March 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Hurlow Wealth Management Group May 2012 - October 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Quantative Analysis, Highly self-motivated, Multi-tasking..., Finance, Analysis, Economics, Financial Analysis, Spanish, Microsoft Office
Education
Indiana University Bloomington 2013 — 2015
3/2 Masters in Business Administration, Financial Analysis
Indiana University Bloomington 2010 — 2014
Bachelor’s Degree, Majors: Accounting & International Business Minor: Spanish
Kirstyn Buck's J.P. Morgan Experience June 2015 - Present
Job Economics Teaching Intern at Indiana University
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Supplemental Instruction Indiana University August 2014 - Present
Indiana University Kelley School of Business August 2013 - May 2015
Wells Fargo Advisors June 2014 - August 2014
Skills
Leadership, Strategic Leadership, Process Improvement, Team Management, Organizational..., Time Management, Equity Research Analysis, SmartStation, Communication Skills, Research, Customer Service
Education
Indiana University Bloomington 2012 — 2016
Bachelor's Degree, Financial Planning and Services
Bremen High School 2008 — 2012
Academic Honors Diploma
J.P. Morgan June 2015 - Present
Supplemental Instruction Indiana University August 2014 - Present
Indiana University Kelley School of Business August 2013 - May 2015
Wells Fargo Advisors June 2014 - August 2014
Skills
Leadership, Strategic Leadership, Process Improvement, Team Management, Organizational..., Time Management, Equity Research Analysis, SmartStation, Communication Skills, Research, Customer Service
Education
Indiana University Bloomington 2012 — 2016
Bachelor's Degree, Financial Planning and Services
Bremen High School 2008 — 2012
Academic Honors Diploma
Richard Dorman's J.P. Morgan Experience July 2014 - Present
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Northwestern Mutual March 2012 - February 2013
Skills
Leadership, Communication, Strategic Financial..., Sales, Excel, Relationship Management, Financial Modeling, Investment Strategies, PowerPoint, Insurance, Investments, Financial Analysis
Education
2016 Level II Candidate in the CFA Program
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Finance
Adlai E Stevenson High School 2006 — 2010
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Northwestern Mutual March 2012 - February 2013
Skills
Leadership, Communication, Strategic Financial..., Sales, Excel, Relationship Management, Financial Modeling, Investment Strategies, PowerPoint, Insurance, Investments, Financial Analysis
Education
2016 Level II Candidate in the CFA Program
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Finance
Adlai E Stevenson High School 2006 — 2010
Liz Crum's J.P. Morgan Experience July 2013 - Present
Job Relationship Manager at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2013 - Present
JPMorgan Chase September 2011 - July 2013
Freelance Consulting Engagements April 2011 - August 2012
JP Morgan Chase June 2010 - August 2011
JPMorgan Chase December 2008 - May 2010
Target June 2005 - November 2008
Skills
Credit, Excel, PowerPoint, Financial Analysis, Customer Relations, Public Speaking, Word, Microsoft Office, Customer Service, Finance, Financial Modeling, Risk Management, Loans, Consumer Lending, Microsoft Excel, Microsoft Word, Management, Leadership, Commercial Banking, Banking, Portfolio Management, Commercial Lending, Cash Management, Analysis, Credit Analysis, CRM, Financial Services, Financial Risk, Underwriting, Relationship Management, Small Business Lending
Education
Indiana University - Kelley School of Business 2009 — 2012
Masters, Business Administration
Purdue University 2001 — 2005
Communication, Public Relations
J.P. Morgan July 2013 - Present
JPMorgan Chase September 2011 - July 2013
Freelance Consulting Engagements April 2011 - August 2012
JP Morgan Chase June 2010 - August 2011
JPMorgan Chase December 2008 - May 2010
Target June 2005 - November 2008
Skills
Credit, Excel, PowerPoint, Financial Analysis, Customer Relations, Public Speaking, Word, Microsoft Office, Customer Service, Finance, Financial Modeling, Risk Management, Loans, Consumer Lending, Microsoft Excel, Microsoft Word, Management, Leadership, Commercial Banking, Banking, Portfolio Management, Commercial Lending, Cash Management, Analysis, Credit Analysis, CRM, Financial Services, Financial Risk, Underwriting, Relationship Management, Small Business Lending
Education
Indiana University - Kelley School of Business 2009 — 2012
Masters, Business Administration
Purdue University 2001 — 2005
Communication, Public Relations
Jason Podolsky's J.P. Morgan Experience June 2015 - Present
Job M&A Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Incapital June 2013 - August 2013
Indiana University Bloomington January 2013 - May 2013
Pine Crest School June 2010 - June 2011
Congregation B'nai Israel August 2005 - May 2011
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Finance
Pine Crest School 2007 — 2011
High School
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Incapital June 2013 - August 2013
Indiana University Bloomington January 2013 - May 2013
Pine Crest School June 2010 - June 2011
Congregation B'nai Israel August 2005 - May 2011
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Finance
Pine Crest School 2007 — 2011
High School
Kyle Wolf's J.P. Morgan Experience June 2014 - Present
Job CADP at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan June 2014 - Present
Spencer Stuart May 2012 - January 2014
Downers Grove South High School June 2011 - August 2011
Skills
Microsoft Operating..., Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Teamwork, Customer Service, Windows 7, Outlook, Windows, QuickBooks, Time Management, Microsoft Office 2007, Computer Hardware, XP, Accounting, Critical Thinking, Fast Learner, Data Entry, Mac OS X, QuestNT
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Finance, Economic Consulting
Downers Grove South High School 2007 — 2011
J.P. Morgan June 2014 - Present
Spencer Stuart May 2012 - January 2014
Downers Grove South High School June 2011 - August 2011
Skills
Microsoft Operating..., Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Teamwork, Customer Service, Windows 7, Outlook, Windows, QuickBooks, Time Management, Microsoft Office 2007, Computer Hardware, XP, Accounting, Critical Thinking, Fast Learner, Data Entry, Mac OS X, QuestNT
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (BS), Finance, Economic Consulting
Downers Grove South High School 2007 — 2011
Joshua Mandelbaum's J.P. Morgan Experience July 2008 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2008 - Present
Skills
Investments, Financial Services, Wealth Management, Series 7, Credit, Cash Management, Banking, Financial Analysis, Portfolio Management, Hedge Funds
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor’s Degree, Finance, With High Honors
J.P. Morgan July 2008 - Present
Skills
Investments, Financial Services, Wealth Management, Series 7, Credit, Cash Management, Banking, Financial Analysis, Portfolio Management, Hedge Funds
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor’s Degree, Finance, With High Honors
kailash Nagarkoti's J.P. Morgan Experience December 2010 - June 2011
Job Software Developer
Industry Computer Software
Experience
Covisint July 2013 - June 2014
J.P. Morgan December 2010 - June 2011
TCS e-Serve International Ltd. July 2007 - November 2010
Skills
C, Software Quality..., Cash Management, Liquidity, Zero Balancing, Payment Systems, Sweep Accounts, Java, Servlets, JSP, Scheme, R, C#, XML, Requirements Gathering
Education
Indiana University Bloomington 2011 — 2013
Master of Science (M.S.), Computer Science
K.J. Somaiya College of Engineering, Mumbai University 2003 — 2007
Bachelor of Engineering (B.E.), Computer Engineering
Covisint July 2013 - June 2014
J.P. Morgan December 2010 - June 2011
TCS e-Serve International Ltd. July 2007 - November 2010
Skills
C, Software Quality..., Cash Management, Liquidity, Zero Balancing, Payment Systems, Sweep Accounts, Java, Servlets, JSP, Scheme, R, C#, XML, Requirements Gathering
Education
Indiana University Bloomington 2011 — 2013
Master of Science (M.S.), Computer Science
K.J. Somaiya College of Engineering, Mumbai University 2003 — 2007
Bachelor of Engineering (B.E.), Computer Engineering
Holly Hirt Holly Hirt's J.P. Morgan Experience July 2008 - April 2011
Job Investment Advisor at Bartlett & Co.
Industry Investment Management
Experience
Bartlett & Co. April 2015 - Present
JHL Capital Group LLC January 2015 - February 2015
JHL Capital Group LLC May 2011 - January 2015
J.P. Morgan July 2008 - April 2011
Arthur J. Gallagher & Co. June 2007 - August 2007
Skills
Wealth Management, Asset Management, Financial Planning, Investment Management, Relationship Management, Volunteering, Non-profit Boards, Business Development, Investor Relations, Hedge Funds, Alternative Investments, Finance, Presentations, Investments, Public Speaking, Building Relationships, CRM, Client Development, Manage Client..., Client Relations Skills, Series 63, Series 7
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Social Enterprise
Indiana University - Kelley School of Business 2004 — 2008
B.S., Finance, International Business
Villa Madonna Academy 2000 — 2004
Bartlett & Co. April 2015 - Present
JHL Capital Group LLC January 2015 - February 2015
JHL Capital Group LLC May 2011 - January 2015
J.P. Morgan July 2008 - April 2011
Arthur J. Gallagher & Co. June 2007 - August 2007
Skills
Wealth Management, Asset Management, Financial Planning, Investment Management, Relationship Management, Volunteering, Non-profit Boards, Business Development, Investor Relations, Hedge Funds, Alternative Investments, Finance, Presentations, Investments, Public Speaking, Building Relationships, CRM, Client Development, Manage Client..., Client Relations Skills, Series 63, Series 7
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Social Enterprise
Indiana University - Kelley School of Business 2004 — 2008
B.S., Finance, International Business
Villa Madonna Academy 2000 — 2004
Brian Kesselman's J.P. Morgan Experience February 2015 - Present
Job AML Compliance Officer
Industry Financial Services
Experience
J.P. Morgan February 2015 - Present
Forester Capital, LLC May 2014 - February 2015
Lemire LLC November 2013 - March 2014
MSA Investigations August 2013 - November 2013
Skills
Lexis, Westlaw, Legal Research, Consulting, Legal Writing, Legal Issues, Litigation Support, Strategy, Due Diligence, Research, Document Review, Legal Documents, Legal Compliance, Analysis, Interviews, LexisNexis
Education
Saint John's University School of Law 2009 — 2013
Doctor of Law (JD), Law
Indiana University Bloomington 2005 — 2009
BA, Political Science
J.P. Morgan February 2015 - Present
Forester Capital, LLC May 2014 - February 2015
Lemire LLC November 2013 - March 2014
MSA Investigations August 2013 - November 2013
Skills
Lexis, Westlaw, Legal Research, Consulting, Legal Writing, Legal Issues, Litigation Support, Strategy, Due Diligence, Research, Document Review, Legal Documents, Legal Compliance, Analysis, Interviews, LexisNexis
Education
Saint John's University School of Law 2009 — 2013
Doctor of Law (JD), Law
Indiana University Bloomington 2005 — 2009
BA, Political Science
Lisa Read's J.P. Morgan Experience 2000 - 2004
Job Plant Based Nutrition Certified, Hatha yoga Certified, Food, Health & Wellness enthusiast
Industry Health, Wellness and Fitness
Experience
Team Read February 2006 - Present
J.P. Morgan 2000 - 2004
Arthur Andersen 1997 - 1999
Skills
Strategic Planning, Marketing, Financial Analysis, Nutrition, Nutritional Counseling, Holistic Life Coaching, Hatha Yoga, Children's Yoga, Microsoft Excel
Education
eCornell 2014 — 2014
Certification in Plant Based Nutrition, Nutrition Sciences
Indiana University Bloomington 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, Economics
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Management & Strategy
Team Read February 2006 - Present
J.P. Morgan 2000 - 2004
Arthur Andersen 1997 - 1999
Skills
Strategic Planning, Marketing, Financial Analysis, Nutrition, Nutritional Counseling, Holistic Life Coaching, Hatha Yoga, Children's Yoga, Microsoft Excel
Education
eCornell 2014 — 2014
Certification in Plant Based Nutrition, Nutrition Sciences
Indiana University Bloomington 1992 — 1996
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, Economics
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Management & Strategy
Glenn Veralli Glenn Veralli's J.P. Morgan Experience October 1996 - January 1999
Job Executive Director Global Head of Energy at Commonwealth Bank
Industry Investment Banking
Experience
Commonwealth Bank December 2014 - Present
Barclays August 2012 - January 2014
Barclays March 2001 - July 2012
Bank of Tokyo-Mitsubishi UFJ October 1999 - March 2001
J.P. Morgan October 1996 - January 1999
J.P. Morgan May 1989 - September 1996
J.P. Morgan 1984 - 1989
JP Morgan 1981 - 1984
Skills
Derivatives, Trading, Options, Credit Risk, Petroleum, Investment Banking, Commodity, Fixed Income, Capital Markets, Trading Systems, Structured Products, Financial Markets, Hedging, Hedge Funds, Swaps, FX Options, Risk Management, Credit, Commodity Markets, Bloomberg, Market Risk
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
Master of Business Administration (M.B.A.), Finance, General, With Distinction
Indiana University of Pennsylvania 1977 — 1981
Bachelor's degree, Accounting and Economics, Summa Cum Laude
Commonwealth Bank December 2014 - Present
Barclays August 2012 - January 2014
Barclays March 2001 - July 2012
Bank of Tokyo-Mitsubishi UFJ October 1999 - March 2001
J.P. Morgan October 1996 - January 1999
J.P. Morgan May 1989 - September 1996
J.P. Morgan 1984 - 1989
JP Morgan 1981 - 1984
Skills
Derivatives, Trading, Options, Credit Risk, Petroleum, Investment Banking, Commodity, Fixed Income, Capital Markets, Trading Systems, Structured Products, Financial Markets, Hedging, Hedge Funds, Swaps, FX Options, Risk Management, Credit, Commodity Markets, Bloomberg, Market Risk
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
Master of Business Administration (M.B.A.), Finance, General, With Distinction
Indiana University of Pennsylvania 1977 — 1981
Bachelor's degree, Accounting and Economics, Summa Cum Laude
Nick Petruzzi's J.P. Morgan Experience June 2015 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance
Peking University 2013 — 2013
Guanghua School of Management, Beijing, China
Indianapolis Cathedral
J.P. Morgan June 2015 - Present
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance
Peking University 2013 — 2013
Guanghua School of Management, Beijing, China
Indianapolis Cathedral
Tom DelZenero's J.P. Morgan Experience January 2015 - January 2015
Job Graduate Assistant at Kelley School of Business: Accounting Department
Industry Accounting
Experience
Chicago Sensor Inc. May 2014 - August 2015
J.P. Morgan January 2015 - January 2015
Steak n Shake May 2013 - August 2014
Vector Marketing May 2012 - September 2012
Skills
Teamwork, Entrepreneurship, Public Speaking, Microsoft Excel, Leadership, Finance, Accounting, PowerPoint, Creative Strategy, Marketing, Social Media, Project Planning, Time Management, Budgets, Teaching
Education
Indiana University Bloomington 2015 — 2017
Master of Business Administration (M.B.A.), Financial Analysis
Indiana University - Kelley School of Business 2012 — 2016
Finance, Accounting
Chicago Sensor Inc. May 2014 - August 2015
J.P. Morgan January 2015 - January 2015
Steak n Shake May 2013 - August 2014
Vector Marketing May 2012 - September 2012
Skills
Teamwork, Entrepreneurship, Public Speaking, Microsoft Excel, Leadership, Finance, Accounting, PowerPoint, Creative Strategy, Marketing, Social Media, Project Planning, Time Management, Budgets, Teaching
Education
Indiana University Bloomington 2015 — 2017
Master of Business Administration (M.B.A.), Financial Analysis
Indiana University - Kelley School of Business 2012 — 2016
Finance, Accounting
David Han David Han's J.P. Morgan Experience April 2015 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan February 2015 - March 2015
J.P. Morgan February 2011 - January 2015
J.P. Morgan February 2010 - January 2011
ITG May 2006 - January 2010
Skills
Economics, Market Microstructure, Programming, Quantitative Finance, Econometrics, Quantitative Research, Statistics, Trading System, Equities, Electronic Trading, Data Analysis, High Frequency Trading, Quantitative Analytics
Education
Indiana University Bloomington 2002 — 2007
Ph.D., Financial Economics, Department of Economics
Indiana University Bloomington 2005 — 2006
M.A., Financial Mathematics, Department of Mathematics
Indiana University Bloomington 2002 — 2004
M.A., Economics
University of International Business and Economics 1999 — 2002
M.A., Finance
J.P. Morgan April 2015 - Present
J.P. Morgan February 2015 - March 2015
J.P. Morgan February 2011 - January 2015
J.P. Morgan February 2010 - January 2011
ITG May 2006 - January 2010
Skills
Economics, Market Microstructure, Programming, Quantitative Finance, Econometrics, Quantitative Research, Statistics, Trading System, Equities, Electronic Trading, Data Analysis, High Frequency Trading, Quantitative Analytics
Education
Indiana University Bloomington 2002 — 2007
Ph.D., Financial Economics, Department of Economics
Indiana University Bloomington 2005 — 2006
M.A., Financial Mathematics, Department of Mathematics
Indiana University Bloomington 2002 — 2004
M.A., Economics
University of International Business and Economics 1999 — 2002
M.A., Finance
JB Roberts's J.P. Morgan Experience June 2015 - Present
Job Veteran Integration Program J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
PwC April 2014 - June 2015
United States Air Force October 2011 - January 2014
United States Air Force September 2012 - March 2013
United States Air Force 2009 - 2011
United States Air Force 2008 - 2009
Skills
Program Management, Air Force, Defense, Command, DoD, Government Contracting, Military, National Security, Security Clearance, Operational Planning, PowerPoint, Military Operations, Information Assurance, Microsoft Excel, Project Finance, Top Secret, Finance Function..., Financial Performance, Military Experience, Acquisitions, Leadership, Management, Business Process..., Shared Services, Technology Integration
Education
UCLA
Certificate, Real Estate
Indiana University Bloomington 2010 — 2012
Master of Science (MS), Banking, Corporate, Finance, and Securities
United States Air Force Academy 2004 — 2008
Bachelor of Science (BS), Systems Engineering Management
J.P. Morgan June 2015 - Present
PwC April 2014 - June 2015
United States Air Force October 2011 - January 2014
United States Air Force September 2012 - March 2013
United States Air Force 2009 - 2011
United States Air Force 2008 - 2009
Skills
Program Management, Air Force, Defense, Command, DoD, Government Contracting, Military, National Security, Security Clearance, Operational Planning, PowerPoint, Military Operations, Information Assurance, Microsoft Excel, Project Finance, Top Secret, Finance Function..., Financial Performance, Military Experience, Acquisitions, Leadership, Management, Business Process..., Shared Services, Technology Integration
Education
UCLA
Certificate, Real Estate
Indiana University Bloomington 2010 — 2012
Master of Science (MS), Banking, Corporate, Finance, and Securities
United States Air Force Academy 2004 — 2008
Bachelor of Science (BS), Systems Engineering Management
Robert Papetti's J.P. Morgan Experience June 2015 - July 2015
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
Cargill May 2014 - August 2014
Indiana University Kelley School of Business October 2013 - August 2014
Oyster Harbors Club May 2013 - August 2013
Oyster Harbors Club May 2013 - August 2013
Harwich Mariners May 2013 - August 2013
Big Willow Little League Association 2008 - 2012
Skills
Mathematics, Computers, Spanish, Microsoft Excel, Microsoft Office, Management, Time Management, Microsoft Word, Teamwork, Public Speaking, Leadership, Risk Management, Coaching
Education
Indiana University Bloomington 2012 — 2016
J.P. Morgan June 2015 - July 2015
Cargill May 2014 - August 2014
Indiana University Kelley School of Business October 2013 - August 2014
Oyster Harbors Club May 2013 - August 2013
Oyster Harbors Club May 2013 - August 2013
Harwich Mariners May 2013 - August 2013
Big Willow Little League Association 2008 - 2012
Skills
Mathematics, Computers, Spanish, Microsoft Excel, Microsoft Office, Management, Time Management, Microsoft Word, Teamwork, Public Speaking, Leadership, Risk Management, Coaching
Education
Indiana University Bloomington 2012 — 2016
Marsha Jay's J.P. Morgan Experience 2013 - Present
Job VP Corporate & Investment Bank, Global Banking Training at J.P, Morgan
Industry Banking
Experience
J.P. Morgan 2013 - Present
J.P. Morgan 2004 - 2013
J.P. Morgan 1994 - 2004
J.P. Morgan 1991 - 1994
J.P. Morgan 1984 - 1991
Bank of America (Formerly Continental Illinois National Bank) 1980 - 1984
Skills
Financial Analysis, Banking, Financial Modeling, Training, Treasury Services, Sales Operations, Negotiation, Credit Analysis, Portfolio Management, Sales, Investment Banking
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA
Northwestern University - Kellogg School of Management 1982 — 1983
MBA - Graduate Coursework
Purdue University - Krannert School of Management 1976 — 1980
BS with Distinction, Management - Marketing and Finance
J.P. Morgan 2013 - Present
J.P. Morgan 2004 - 2013
J.P. Morgan 1994 - 2004
J.P. Morgan 1991 - 1994
J.P. Morgan 1984 - 1991
Bank of America (Formerly Continental Illinois National Bank) 1980 - 1984
Skills
Financial Analysis, Banking, Financial Modeling, Training, Treasury Services, Sales Operations, Negotiation, Credit Analysis, Portfolio Management, Sales, Investment Banking
Education
Indiana University - Kelley School of Business 1984 — 1986
MBA
Northwestern University - Kellogg School of Management 1982 — 1983
MBA - Graduate Coursework
Purdue University - Krannert School of Management 1976 — 1980
BS with Distinction, Management - Marketing and Finance
Jay Townsend's J.P. Morgan Experience May 2013 - August 2013
Job Student at Indiana University
Industry Research
Experience
Eli Lilly and Company April 2014 - Present
Kelley School of Business August 2010 - Present
J.P. Morgan May 2013 - August 2013
Simon Property Group May 2012 - August 2012
Indiana Business Research Center May 2011 - August 2011
Skills
Human Interaction, Networking, Finance, Microsoft Excel, Negotiation, Public Speaking, Public Relations, Sales, Time Management, Leadership, Teamwork, Access
Education
Indiana University - Kelley School of Business 2011 — 2014
Business
Zionsville Community High School
Eli Lilly and Company April 2014 - Present
Kelley School of Business August 2010 - Present
J.P. Morgan May 2013 - August 2013
Simon Property Group May 2012 - August 2012
Indiana Business Research Center May 2011 - August 2011
Skills
Human Interaction, Networking, Finance, Microsoft Excel, Negotiation, Public Speaking, Public Relations, Sales, Time Management, Leadership, Teamwork, Access
Education
Indiana University - Kelley School of Business 2011 — 2014
Business
Zionsville Community High School
Siddharth Hariharan's J.P. Morgan Experience June 2004 - Present
Job Executive Director, Consumer & Retail Investment Banking, J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2004 - Present
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Equities, Due Diligence, LBO, Investments, Bloomberg, Financial Analysis, Mergers, M&A experience, Series 7, IPO, Consumer Electronics, Consumer Products, Mobile Devices, Apparel, Retail, Sporting Goods
Education
Indiana University Bloomington 2000 — 2004
Bachelor's degree, Finance, General
J.P. Morgan June 2004 - Present
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Equities, Due Diligence, LBO, Investments, Bloomberg, Financial Analysis, Mergers, M&A experience, Series 7, IPO, Consumer Electronics, Consumer Products, Mobile Devices, Apparel, Retail, Sporting Goods
Education
Indiana University Bloomington 2000 — 2004
Bachelor's degree, Finance, General
Justin Tucker's J.P. Morgan Experience August 2014 - December 2014
Job Senior Manager Treasury at TPG Capital
Industry Banking
Experience
TPG Capital December 2014 - Present
J.P. Morgan August 2014 - December 2014
Oaktree Capital Management May 2007 - August 2014
Quest Diagnostics October 2005 - May 2007
FTI Consulting February 2004 - October 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Fixed Income, Portfolio Management, Accounting, Operations Management, Alternative Assets, Treasury
Education
Indiana University Bloomington 1999 — 2003
BS, Finance, General
TPG Capital December 2014 - Present
J.P. Morgan August 2014 - December 2014
Oaktree Capital Management May 2007 - August 2014
Quest Diagnostics October 2005 - May 2007
FTI Consulting February 2004 - October 2005
Skills
Financial Analysis, Financial Modeling, Valuation, Fixed Income, Portfolio Management, Accounting, Operations Management, Alternative Assets, Treasury
Education
Indiana University Bloomington 1999 — 2003
BS, Finance, General
John Mark Marling's J.P. Morgan Experience May 2012 - April 2013
Job MBA, MSF
Industry Banking
Experience
JPMorgan Chase April 2013 - Present
J.P. Morgan May 2012 - April 2013
J.P. Morgan August 2011 - March 2013
Slumberland Furniture August 2010 - July 2011
Palen Music Inc. July 2007 - August 2010
PALEN MUSIC INC July 2007 - May 2008
Skills
Sales Management, Team Leadership, Retail, Sales, Profit, Merchandising, Direct Sales, Customer Service, Inventory Management, Account Management, Team Building, Purchasing, Banking, Investments, CRM, Financial Analysis, Leadership, Management, Microsoft Office, Public Speaking, Strategic Planning, Finance, Financial Services
Education
Indiana University Bloomington 2012 — 2015
Masters of Science- Finance, Finance
Indiana University Bloomington 2012 — 2014
MBA, Business/Finance
OZARK CHRISTIAN COLLEGE 2006 — 2011
Bachelor's degree, Theology/Christian Ministry
John Glenn 2002 — 2005
JPMorgan Chase April 2013 - Present
J.P. Morgan May 2012 - April 2013
J.P. Morgan August 2011 - March 2013
Slumberland Furniture August 2010 - July 2011
Palen Music Inc. July 2007 - August 2010
PALEN MUSIC INC July 2007 - May 2008
Skills
Sales Management, Team Leadership, Retail, Sales, Profit, Merchandising, Direct Sales, Customer Service, Inventory Management, Account Management, Team Building, Purchasing, Banking, Investments, CRM, Financial Analysis, Leadership, Management, Microsoft Office, Public Speaking, Strategic Planning, Finance, Financial Services
Education
Indiana University Bloomington 2012 — 2015
Masters of Science- Finance, Finance
Indiana University Bloomington 2012 — 2014
MBA, Business/Finance
OZARK CHRISTIAN COLLEGE 2006 — 2011
Bachelor's degree, Theology/Christian Ministry
John Glenn 2002 — 2005
Amber Breimeir Amber Breimeir's J.P. Morgan Experience October 2014 - Present
Job Associate at J.P. Morgan
Industry Law Practice
Experience
J.P. Morgan October 2014 - Present
Walker & Di Marco, P.C. March 2013 - October 2014
Lustig, Glaser & Wilson, P.C. February 2011 - February 2013
Commonwealth of Massachusetts office of the Attorney General January 2010 - April 2010
Nathanson and Goldberg, P.C. June 2009 - August 2009
Mental Health Legal Advisor's Committee January 2009 - April 2009
Skills
Legal Research, Litigation, Legal Issues, Westlaw, Motions, Civil Litigation, Real Estate, Personal Injury, Real Estate Transactions
Education
New England School of Law 2007 — 2010
Juris Doctor
Indiana University Bloomington 2003 — 2007
BA, Criminal Justice, Gender Studies
J.P. Morgan October 2014 - Present
Walker & Di Marco, P.C. March 2013 - October 2014
Lustig, Glaser & Wilson, P.C. February 2011 - February 2013
Commonwealth of Massachusetts office of the Attorney General January 2010 - April 2010
Nathanson and Goldberg, P.C. June 2009 - August 2009
Mental Health Legal Advisor's Committee January 2009 - April 2009
Skills
Legal Research, Litigation, Legal Issues, Westlaw, Motions, Civil Litigation, Real Estate, Personal Injury, Real Estate Transactions
Education
New England School of Law 2007 — 2010
Juris Doctor
Indiana University Bloomington 2003 — 2007
BA, Criminal Justice, Gender Studies
Nathan E. Myers, MBA, CPA, Six Sigma Black Belt's J.P. Morgan Experience April 2014 - Present
Job JPMorgan Alternative Investment Services Global Design Authority and Client Change Lead
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
UBS Investment Bank April 2011 - April 2014
Credit Suisse November 2007 - April 2011
UBS Investment Bank July 2002 - October 2007
SalomonSmithBarney October 2001 - July 2002
Morgan Stanley March 2001 - October 2001
Ernst&Young June 2000 - March 2001
Ernst & Young June 1999 - June 2000
PricewaterhouseCoopers June 1998 - August 1998
KPMG Fides (Zurich) March 1998 - May 1998
Skills
Product Control, Change Management, Project Management, Strategy, System Architecture, Equities, Fixed Income, Investment Banking, Capital Markets, Hedge Funds, Derivatives, Prime Brokerage, Equity Derivatives, Portfolio Management, Interest Rate..., Asset Management, Structured Finance, Accounting, Risk Management, Market Risk, Finance, Middle Office, Banking, Corporate Finance, Swaps, Trading Systems, Alternative Investments, Structured Products, Credit Derivatives, Securities Lending, Valuation, Emerging Markets, Business Process, Trading, Foreign Exchange, Funding, Investments, Cash Management, Financial Modeling, Analysis, FX Options, Options, Financial Risk, Credit, Financial Services, Series 7, Asset Managment, Credit Risk, Bonds, Due Diligence
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Accounting
Indiana University - Kelley School of Business 1994 — 1997
BS, Accounting
Carmel High 1990 — 1994
J.P. Morgan April 2014 - Present
UBS Investment Bank April 2011 - April 2014
Credit Suisse November 2007 - April 2011
UBS Investment Bank July 2002 - October 2007
SalomonSmithBarney October 2001 - July 2002
Morgan Stanley March 2001 - October 2001
Ernst&Young June 2000 - March 2001
Ernst & Young June 1999 - June 2000
PricewaterhouseCoopers June 1998 - August 1998
KPMG Fides (Zurich) March 1998 - May 1998
Skills
Product Control, Change Management, Project Management, Strategy, System Architecture, Equities, Fixed Income, Investment Banking, Capital Markets, Hedge Funds, Derivatives, Prime Brokerage, Equity Derivatives, Portfolio Management, Interest Rate..., Asset Management, Structured Finance, Accounting, Risk Management, Market Risk, Finance, Middle Office, Banking, Corporate Finance, Swaps, Trading Systems, Alternative Investments, Structured Products, Credit Derivatives, Securities Lending, Valuation, Emerging Markets, Business Process, Trading, Foreign Exchange, Funding, Investments, Cash Management, Financial Modeling, Analysis, FX Options, Options, Financial Risk, Credit, Financial Services, Series 7, Asset Managment, Credit Risk, Bonds, Due Diligence
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Accounting
Indiana University - Kelley School of Business 1994 — 1997
BS, Accounting
Carmel High 1990 — 1994
John J. Sullivan's J.P. Morgan Experience August 2007 - March 2013
Job Chief Financial Officer
Industry Financial Services
Experience
National Advisors Trust Company, FSB January 2014 - Present
J.P. Morgan August 2007 - March 2013
J.P. Morgan July 2005 - August 2007
Bank One December 2003 - July 2005
Bank One January 2002 - November 2003
Skills
Margin Improvement, Budgeting, Income Statement..., Management Reporting, Executive Presentations, Executive Team, Strategic Modeling, Cost Accounting, New Business Pricing, Incentive Compensation..., Expense Management, Employee Development, Transformational..., Chief Financial Officer, CFO, Business Intelligence, Financial Reporting, Strategic Planning, Coaching, Project Management, Profit and Loss..., Leadership Development, Executive-level..., Budgets, Corporate Finance, Pricing, Financial Modeling, Management, Investments, Mutual Funds, Financial Analysis, Executive Management, Change Management, Business Strategy, Risk Management, Banking, Managerial Finance, Portfolio Management
Education
Indiana University - Kelley School of Business 1983 — 1986
Bachelor of Science (B.S.), Finance, General
Purdue University 1982 — 1983
National Advisors Trust Company, FSB January 2014 - Present
J.P. Morgan August 2007 - March 2013
J.P. Morgan July 2005 - August 2007
Bank One December 2003 - July 2005
Bank One January 2002 - November 2003
Skills
Margin Improvement, Budgeting, Income Statement..., Management Reporting, Executive Presentations, Executive Team, Strategic Modeling, Cost Accounting, New Business Pricing, Incentive Compensation..., Expense Management, Employee Development, Transformational..., Chief Financial Officer, CFO, Business Intelligence, Financial Reporting, Strategic Planning, Coaching, Project Management, Profit and Loss..., Leadership Development, Executive-level..., Budgets, Corporate Finance, Pricing, Financial Modeling, Management, Investments, Mutual Funds, Financial Analysis, Executive Management, Change Management, Business Strategy, Risk Management, Banking, Managerial Finance, Portfolio Management
Education
Indiana University - Kelley School of Business 1983 — 1986
Bachelor of Science (B.S.), Finance, General
Purdue University 1982 — 1983
Karan Kanapathipillai's J.P. Morgan Experience April 2013 - Present
Job
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Ernst & Young LLP January 2003 - April 2013
Skills
Management Consulting, Financial Services, Asset Management, Corporate Finance, Strategy, Financial Analysis, Financial Modeling, Business Transformation, Change Management, Business Process..., Enterprise Risk..., Risk Management, Financial Reporting, Equities, Fixed Income, Alternative Investments, Internal Controls
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance & Strategy
University of Notre Dame - Mendoza College of Business
MS, Accounting
Indiana University Bloomington
BS, Computer Information Systems & Operations Management
J.P. Morgan April 2013 - Present
Ernst & Young LLP January 2003 - April 2013
Skills
Management Consulting, Financial Services, Asset Management, Corporate Finance, Strategy, Financial Analysis, Financial Modeling, Business Transformation, Change Management, Business Process..., Enterprise Risk..., Risk Management, Financial Reporting, Equities, Fixed Income, Alternative Investments, Internal Controls
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance & Strategy
University of Notre Dame - Mendoza College of Business
MS, Accounting
Indiana University Bloomington
BS, Computer Information Systems & Operations Management
Daniel Rosenstein's J.P. Morgan Experience February 2013 - Present
Job Managing Director & Senior Banker, Asset Management / Private Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
Deutsche Bank August 2009 - 2012
Deutsche Bank May 2001 - August 2009
Citigroup / Citibank 1990 - 2001
Skills
Capital Markets, Fixed Income, Investment Banking, Liquidity Management, FX Options, Cash Management, Banking, Treasury Management, Payments, Trade Finance, Derivatives, Risk Management, Financial Markets, Credit Risk, Private Banking, Investments, Financial Services, Commercial Banking, Relationship Management, Equities, Portfolio Management, Structured Finance, Structured Products, Emerging Markets, Financial Structuring, Financial Institutions, Corporate Finance, Bonds, Financial Risk, Hedge Funds, Securities, Bloomberg, Treasury, Private Equity, Alternative Investments, Valuation, Credit Analysis, Social Impact, Securitization, Hedging, Asset Management
Education
Indiana University Bloomington
BA, Psychology, Secondary focus: Mathematics
Penn State University
MBA
J.P. Morgan February 2013 - Present
Deutsche Bank August 2009 - 2012
Deutsche Bank May 2001 - August 2009
Citigroup / Citibank 1990 - 2001
Skills
Capital Markets, Fixed Income, Investment Banking, Liquidity Management, FX Options, Cash Management, Banking, Treasury Management, Payments, Trade Finance, Derivatives, Risk Management, Financial Markets, Credit Risk, Private Banking, Investments, Financial Services, Commercial Banking, Relationship Management, Equities, Portfolio Management, Structured Finance, Structured Products, Emerging Markets, Financial Structuring, Financial Institutions, Corporate Finance, Bonds, Financial Risk, Hedge Funds, Securities, Bloomberg, Treasury, Private Equity, Alternative Investments, Valuation, Credit Analysis, Social Impact, Securitization, Hedging, Asset Management
Education
Indiana University Bloomington
BA, Psychology, Secondary focus: Mathematics
Penn State University
MBA
Vineet Maknoor's J.P. Morgan Experience December 2012 - March 2015
Job Financial Planning & Analysis Manager at Songkick.com
Industry Internet
Experience
Songkick.com March 2015 - Present
J.P. Morgan December 2012 - March 2015
UBS March 2010 - November 2012
Bank of America May 2007 - January 2010
Skills
Investment Banking
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Finance
Songkick.com March 2015 - Present
J.P. Morgan December 2012 - March 2015
UBS March 2010 - November 2012
Bank of America May 2007 - January 2010
Skills
Investment Banking
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Finance
Brad Horn's J.P. Morgan Experience 2009 - May 2010
Job Real estate debt capital markets at JPMorgan Chase
Industry Real Estate
Experience
JPMorgan Chase June 2010 - Present
J.P. Morgan 2009 - May 2010
JPMorgan July 2005 - November 2008
JPMorgan June 2004 - July 2005
Skills
CMBS, Real Estate, Securitization, Investments
Education
Indiana University - Kelley School of Business 2001 — 2004
BA, Finance
Ohio University 2000 — 2001
Finance
JPMorgan Chase June 2010 - Present
J.P. Morgan 2009 - May 2010
JPMorgan July 2005 - November 2008
JPMorgan June 2004 - July 2005
Skills
CMBS, Real Estate, Securitization, Investments
Education
Indiana University - Kelley School of Business 2001 — 2004
BA, Finance
Ohio University 2000 — 2001
Finance
Eric Arnquist's J.P. Morgan Experience September 2006 - April 2014
Job Vice President of Technology at Shedd Aquarium
Industry Financial Services
Experience
John G. Shedd Aquarium April 2014 - Present
J.P. Morgan September 2006 - April 2014
Accenture January 2004 - August 2006
Accenture September 2002 - December 2003
Accenture July 2001 - August 2002
Skills
Microsoft SQL Server, Project Management, IT Strategy, Process Improvement, Business Analysis, Oracle, Java, .NET, Enterprise Software, Solution Architecture, Program Management, Object Oriented Design, IT Risk Management, Applications Software..., Business Case, Agile & Waterfall..., ETL, Business Process..., Infrastructure..., Web Development, Expense Budget..., Financial Reporting, Service Oriented..., J2EE Application..., Project Initiation, Strategic Planning, MVC Architecture, Data Warehousing, Data Modeling, Banking, Business Process..., Enterprise Architecture, Financial Modeling, Java Enterprise Edition, Management, Product Management, Risk Management, SDLC, Strategy, Unix, Vendor Management
Education
Indiana University - Kelley School of Business 1997 — 2001
Bachelor of Business Administration (BBA), Computer Information Systems
Hinsdale South High School
Hinsdale South High School
John G. Shedd Aquarium April 2014 - Present
J.P. Morgan September 2006 - April 2014
Accenture January 2004 - August 2006
Accenture September 2002 - December 2003
Accenture July 2001 - August 2002
Skills
Microsoft SQL Server, Project Management, IT Strategy, Process Improvement, Business Analysis, Oracle, Java, .NET, Enterprise Software, Solution Architecture, Program Management, Object Oriented Design, IT Risk Management, Applications Software..., Business Case, Agile & Waterfall..., ETL, Business Process..., Infrastructure..., Web Development, Expense Budget..., Financial Reporting, Service Oriented..., J2EE Application..., Project Initiation, Strategic Planning, MVC Architecture, Data Warehousing, Data Modeling, Banking, Business Process..., Enterprise Architecture, Financial Modeling, Java Enterprise Edition, Management, Product Management, Risk Management, SDLC, Strategy, Unix, Vendor Management
Education
Indiana University - Kelley School of Business 1997 — 2001
Bachelor of Business Administration (BBA), Computer Information Systems
Hinsdale South High School
Hinsdale South High School
Joe deAlteris's J.P. Morgan Experience August 2010 - June 2013
Job CoFounder and Managing Partner at JJMT Capital
Industry Financial Services
Experience
JJMT Capital, LLC August 2015 - Present
Sterling Partners July 2013 - August 2015
J.P. Morgan August 2010 - June 2013
T Squared Partners LLC 2007 - 2009
Skills
Valuation, Finance, Due Diligence, Investment Banking, Equities
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance and Business Economics & Public Policy
JJMT Capital, LLC August 2015 - Present
Sterling Partners July 2013 - August 2015
J.P. Morgan August 2010 - June 2013
T Squared Partners LLC 2007 - 2009
Skills
Valuation, Finance, Due Diligence, Investment Banking, Equities
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance and Business Economics & Public Policy
Joe Lehrer's J.P. Morgan Experience 2005 - 2012
Job Managing Director at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank 2012 - Present
J.P. Morgan 2005 - 2012
J.P. Morgan Securities Inc. 2004 - 2005
Bank One Capital Markets Inc. 2002 - 2004
Bank of America 1995 - 2002
Skills
Leveraged Finance, Corporate Finance, LBO, Private Equity, Capital Markets, Investment Banking, Asset Based Lending, Portfolio Management, Middle Market, Debt, Banking, Commercial Banking, Finance, Structured Finance, Cash Flow, Restructuring, Commercial Lending, Loans, Financial Structuring, Acquisitions, Recapitalizations
Education
Indiana University Bloomington
Bachelor of Science (BS), Accounting
Fifth Third Bank 2012 - Present
J.P. Morgan 2005 - 2012
J.P. Morgan Securities Inc. 2004 - 2005
Bank One Capital Markets Inc. 2002 - 2004
Bank of America 1995 - 2002
Skills
Leveraged Finance, Corporate Finance, LBO, Private Equity, Capital Markets, Investment Banking, Asset Based Lending, Portfolio Management, Middle Market, Debt, Banking, Commercial Banking, Finance, Structured Finance, Cash Flow, Restructuring, Commercial Lending, Loans, Financial Structuring, Acquisitions, Recapitalizations
Education
Indiana University Bloomington
Bachelor of Science (BS), Accounting
Daniel Kohnen's J.P. Morgan Experience January 2014 - Present
Job Vice President, Investment Specialist
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan July 2010 - December 2013
J.P. Morgan July 2007 - July 2010
J.P. Morgan August 2006 - July 2007
J.P. Morgan May 2006 - August 2006
J.P. Morgan May 2005 - August 2005
Skills
Series 7, Equities, Asset Management, Series 63, Bloomberg, Hedge Funds, Banking
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Arts (B.A.), Economics
J.P. Morgan January 2014 - Present
J.P. Morgan July 2010 - December 2013
J.P. Morgan July 2007 - July 2010
J.P. Morgan August 2006 - July 2007
J.P. Morgan May 2006 - August 2006
J.P. Morgan May 2005 - August 2005
Skills
Series 7, Equities, Asset Management, Series 63, Bloomberg, Hedge Funds, Banking
Education
Indiana University Bloomington 2002 — 2006
Bachelor of Arts (B.A.), Economics
Ellen Frenkel's J.P. Morgan Experience January 1987 - December 1989
Job Vice President, US Sales
Industry Medical Devices
Experience
Medtronic May 2010 - Present
Medtronic May 2006 - May 2010
Medtronic January 2003 - May 2006
Medtronic Physio Control June 1999 - January 2003
Medtronic December 1995 - June 1999
3M June 1991 - December 1995
J.P. Morgan January 1987 - December 1989
Education
Indiana University - Kelley School of Business
MBA
University of Minnesota-Twin Cities
B.A.
Medtronic May 2010 - Present
Medtronic May 2006 - May 2010
Medtronic January 2003 - May 2006
Medtronic Physio Control June 1999 - January 2003
Medtronic December 1995 - June 1999
3M June 1991 - December 1995
J.P. Morgan January 1987 - December 1989
Education
Indiana University - Kelley School of Business
MBA
University of Minnesota-Twin Cities
B.A.
Liz Yunker's J.P. Morgan Experience November 2003 - December 2013
Job Senior Vice President at CMR, Inc
Industry Financial Services
Experience
CMR, Inc January 2014 - Present
J.P. Morgan November 2003 - December 2013
HLB Communications Inc October 1997 - November 2003
Skills
Banking, Product Management, Vendor Management, Strategic Planning, Treasury Management, Market Research, Portfolio Management, Liquidity Management, Integrated Marketing, Project Management, Corporate Communications, Marketing Communications, Sales, Marketing Strategy, Marketing
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Broadcast Journalism
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing
CMR, Inc January 2014 - Present
J.P. Morgan November 2003 - December 2013
HLB Communications Inc October 1997 - November 2003
Skills
Banking, Product Management, Vendor Management, Strategic Planning, Treasury Management, Market Research, Portfolio Management, Liquidity Management, Integrated Marketing, Project Management, Corporate Communications, Marketing Communications, Sales, Marketing Strategy, Marketing
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Broadcast Journalism
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Marketing
Eric Pividori's J.P. Morgan Experience April 2014 - Present
Job Global Wealth Management Risk & QC Project Manager at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2014 - Present
JPMorgan Chase & Co. May 2012 - April 2014
Bank of America January 2011 - May 2012
Deutsche Bank March 2005 - April 2008
Countrywide Home Loans September 1998 - March 2005
National City Bank September 1996 - September 1998
BNY Mellon January 1991 - September 1996
Skills
Mortgage Banking, Banking, Mortgage Lending, Finance, Management, Leadership, Financial Services, Loan Origination, Team Building, Budgets, Loans, Financial Analysis
Education
Indiana University of Pennsylvania 1984 — 1989
BS in Finance, Finance, Banking, Economics
J.P. Morgan April 2014 - Present
JPMorgan Chase & Co. May 2012 - April 2014
Bank of America January 2011 - May 2012
Deutsche Bank March 2005 - April 2008
Countrywide Home Loans September 1998 - March 2005
National City Bank September 1996 - September 1998
BNY Mellon January 1991 - September 1996
Skills
Mortgage Banking, Banking, Mortgage Lending, Finance, Management, Leadership, Financial Services, Loan Origination, Team Building, Budgets, Loans, Financial Analysis
Education
Indiana University of Pennsylvania 1984 — 1989
BS in Finance, Finance, Banking, Economics
Jay Koehler's J.P. Morgan Experience 1995 - 2000
Job Managing Director at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital September 2008 - Present
Lehman Brothers October 2000 - September 2008
J.P. Morgan 1995 - 2000
S.G Warburg 1992 - 1995
Price Waterhouse 1990 - 1992
Skills
Capital Markets, Equities, Hedge Funds, Alternative Investments, Asset Management, Equity Research, Bloomberg, Fixed Income, Investment Banking, Valuation, Investments
Education
Indiana University - Kelley School of Business 1985 — 1990
BS
Indiana University Bloomington 1985 — 1990
BS, Accounting
Barclays Capital September 2008 - Present
Lehman Brothers October 2000 - September 2008
J.P. Morgan 1995 - 2000
S.G Warburg 1992 - 1995
Price Waterhouse 1990 - 1992
Skills
Capital Markets, Equities, Hedge Funds, Alternative Investments, Asset Management, Equity Research, Bloomberg, Fixed Income, Investment Banking, Valuation, Investments
Education
Indiana University - Kelley School of Business 1985 — 1990
BS
Indiana University Bloomington 1985 — 1990
BS, Accounting
Susan Paine's J.P. Morgan Experience 1992 - 1994
Job Consultant, ISDA/DoddFrank at Societe Generale
Industry Capital Markets
Experience
Societe Generale September 2012 - Present
The Royal Bank of Scotland plc February 2012 - August 2012
Barclays Capital April 2011 - February 2012
State Street 2010 - June 2011
RenCap Securities, Inc. November 2007 - October 2008
Tribeca Global Management LLC 2004 - 2007
Mizuho Capital Markets Corp. 2001 - 2003
HypoVereinsbank 1997 - 2001
Merrill Lynch 1997 - 1997
J.P. Morgan 1992 - 1994
Skills
Derivatives, Capital Markets, Hedge Funds, Due Diligence, Asset Managment, Securities, Fixed Income, Equities, Investment Banking
Education
Indiana University School of Law - Indianapolis 1978 — 1981
J.D., Cum Laude, Law
Indiana University Bloomington 1974 — 1977
B.A., Slavic Studies
Culver Educational Foundation
Societe Generale September 2012 - Present
The Royal Bank of Scotland plc February 2012 - August 2012
Barclays Capital April 2011 - February 2012
State Street 2010 - June 2011
RenCap Securities, Inc. November 2007 - October 2008
Tribeca Global Management LLC 2004 - 2007
Mizuho Capital Markets Corp. 2001 - 2003
HypoVereinsbank 1997 - 2001
Merrill Lynch 1997 - 1997
J.P. Morgan 1992 - 1994
Skills
Derivatives, Capital Markets, Hedge Funds, Due Diligence, Asset Managment, Securities, Fixed Income, Equities, Investment Banking
Education
Indiana University School of Law - Indianapolis 1978 — 1981
J.D., Cum Laude, Law
Indiana University Bloomington 1974 — 1977
B.A., Slavic Studies
Culver Educational Foundation
Marina Best's J.P. Morgan Experience 2011 - Present
Job TSS Analyst at JP Morgan
Industry Financial Services
Experience
J.P. Morgan 2011 - Present
J.P. Morgan June 2010 - August 2010
United States Department of State June 2009 - August 2009
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance
École Supérieure de Commerce, Masters Grand École
J.P. Morgan 2011 - Present
J.P. Morgan June 2010 - August 2010
United States Department of State June 2009 - August 2009
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance
École Supérieure de Commerce, Masters Grand École
Kay Booth's J.P. Morgan Experience June 2008 - January 2009
Job Board Director/Trustee at Prudential Insurance Funds
Industry Venture Capital & Private Equity
Experience
Prudential Insurance Funds January 2013 - Present
Finanical Accounting Standards Advisory Council (FASAC) January 2012 - Present
Trinity Private Equity Group June 2011 - Present
Golden Seeds Fund LP December 2010 - Present
Cappello Waterfield & Co., LLC January 2012 - May 2014
J.P. Morgan June 2008 - January 2009
JPMorgan 2008 - 2009
JP Morgan 2008 - 2009
Bear Stearns January 1995 - March 2008
Bear Stearns January 1995 - January 2008
Skills
Strong executive..., creating a vision, initiating tasks, Private Equity, Financial Risk, Investment Banking, Goal Setting, Vision, Mergers, Strategy, Investment Management, Due Diligence, Equities, Securities, Equity Research, Mergers & Acquisitions, Executive Management, Emerging Markets, Hedge Funds, Venture Capital, Portfolio Management
Education
Indiana University Bloomington 1968 — 1972
BA, Fine Arts
Prudential Insurance Funds January 2013 - Present
Finanical Accounting Standards Advisory Council (FASAC) January 2012 - Present
Trinity Private Equity Group June 2011 - Present
Golden Seeds Fund LP December 2010 - Present
Cappello Waterfield & Co., LLC January 2012 - May 2014
J.P. Morgan June 2008 - January 2009
JPMorgan 2008 - 2009
JP Morgan 2008 - 2009
Bear Stearns January 1995 - March 2008
Bear Stearns January 1995 - January 2008
Skills
Strong executive..., creating a vision, initiating tasks, Private Equity, Financial Risk, Investment Banking, Goal Setting, Vision, Mergers, Strategy, Investment Management, Due Diligence, Equities, Securities, Equity Research, Mergers & Acquisitions, Executive Management, Emerging Markets, Hedge Funds, Venture Capital, Portfolio Management
Education
Indiana University Bloomington 1968 — 1972
BA, Fine Arts
Todd Nierste's J.P. Morgan Experience December 2004 - February 2010
Job Vice President of Wealth Management at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank February 2010 - Present
J.P. Morgan December 2004 - February 2010
Education
Indiana University Bloomington 1988 — 1991
B.A., Business, Sports Management
Fifth Third Private Bank February 2010 - Present
J.P. Morgan December 2004 - February 2010
Education
Indiana University Bloomington 1988 — 1991
B.A., Business, Sports Management
Jan Glading's J.P. Morgan Experience 1991 - 2001
Job Vice President
Industry Financial Services
Experience
Glading Group LLC 2003 - Present
J.P. Morgan 1991 - 2001
Deutsche Bank Securities 1984 - 1991
Skills
Fixed Income
Education
Indiana University Bloomington 1973 — 1977
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Glading Group LLC 2003 - Present
J.P. Morgan 1991 - 2001
Deutsche Bank Securities 1984 - 1991
Skills
Fixed Income
Education
Indiana University Bloomington 1973 — 1977
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Scott Shawaker's J.P. Morgan Experience 1996 - 1998
Job Director Institutional Equity Sales at Cowen and Company
Industry Financial Services
Experience
Cowen and Company 2010 - Present
Inflection Fund LLC 2007 - 2010
Lehman Brothers 1998 - 2006
J.P. Morgan 1996 - 1998
JPMorgan Chase 1985 - 1994
Skills
Institutional, Portfolio Management, Equity Sales, Equities, Capital Markets, Hedge Funds, Series 7, Equity Research, Financial Modeling, Investment Management, Electronic Trading, Securities, Private Placements, Valuation, Investment Banking, Bloomberg, Asset Management
Education
Indiana University - Kelley School of Business 1988 — 1990
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
BBA, Finance & Accounting
Cowen and Company 2010 - Present
Inflection Fund LLC 2007 - 2010
Lehman Brothers 1998 - 2006
J.P. Morgan 1996 - 1998
JPMorgan Chase 1985 - 1994
Skills
Institutional, Portfolio Management, Equity Sales, Equities, Capital Markets, Hedge Funds, Series 7, Equity Research, Financial Modeling, Investment Management, Electronic Trading, Securities, Private Placements, Valuation, Investment Banking, Bloomberg, Asset Management
Education
Indiana University - Kelley School of Business 1988 — 1990
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
BBA, Finance & Accounting
Vito Coletto's J.P. Morgan Experience March 1987 - December 2001
Job SVP at CCM Financial Services
Industry Financial Services
Experience
Chicago Capital Markets (CCM) February 2010 - July 2015
MF Global January 2001 - February 2010
J.P. Morgan March 1987 - December 2001
Skills
Equities, Hedge Funds, Derivatives, Financial Markets, Portfolio Management, Investments, Fixed Income, Management, Trading Systems, Capital Markets
Education
Indiana University - Kelley School of Business 1982 — 1986
BS, Marketing
Chicago Capital Markets (CCM) February 2010 - July 2015
MF Global January 2001 - February 2010
J.P. Morgan March 1987 - December 2001
Skills
Equities, Hedge Funds, Derivatives, Financial Markets, Portfolio Management, Investments, Fixed Income, Management, Trading Systems, Capital Markets
Education
Indiana University - Kelley School of Business 1982 — 1986
BS, Marketing
Scott Van Voorhis's J.P. Morgan Experience January 2009 - July 2011
Job Assistant Finance Manager at The Clorox Company
Industry Consumer Goods
Experience
The Clorox Company December 2014 - Present
Apple Inc. September 2011 - November 2014
J.P. Morgan January 2009 - July 2011
J.P. Morgan July 2005 - January 2009
J.P. Morgan June 2004 - August 2004
Education
Indiana University - Kelley School of Business 2002 — 2005
BS, Operations Management
State University of New York at Buffalo 2001 — 2002
The Clorox Company December 2014 - Present
Apple Inc. September 2011 - November 2014
J.P. Morgan January 2009 - July 2011
J.P. Morgan July 2005 - January 2009
J.P. Morgan June 2004 - August 2004
Education
Indiana University - Kelley School of Business 2002 — 2005
BS, Operations Management
State University of New York at Buffalo 2001 — 2002
Adam Jump's J.P. Morgan Experience November 2013 - July 2015
Job Associate at Wind Point Partners
Industry Financial Services
Experience
Wind Point Partners August 2015 - Present
J.P. Morgan November 2013 - July 2015
Robert W. Baird & Co. July 2012 - November 2013
PwC June 2011 - August 2011
Belgacom April 2011 - May 2011
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Financial Analysis
Indiana University - Kelley School of Business 2007 — 2010
B.S., Accounting
Wind Point Partners August 2015 - Present
J.P. Morgan November 2013 - July 2015
Robert W. Baird & Co. July 2012 - November 2013
PwC June 2011 - August 2011
Belgacom April 2011 - May 2011
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Financial Analysis
Indiana University - Kelley School of Business 2007 — 2010
B.S., Accounting
Ryan Lapelle's J.P. Morgan Experience June 2009 - January 2013
Job Associate Syndicated Finance at Fifth Third Bank
Industry Investment Banking
Experience
Fifth Third Bank February 2013 - Present
J.P. Morgan June 2009 - January 2013
J.P. Morgan June 2008 - August 2008
Skills
Investment Banking, Leveraged Finance, Banking, LBO, Financial Modeling, Bloomberg, Syndications, Capital Markets, Corporate Finance, Financial Analysis, Due Diligence, M&A experience, Credit Analysis
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
Fifth Third Bank February 2013 - Present
J.P. Morgan June 2009 - January 2013
J.P. Morgan June 2008 - August 2008
Skills
Investment Banking, Leveraged Finance, Banking, LBO, Financial Modeling, Bloomberg, Syndications, Capital Markets, Corporate Finance, Financial Analysis, Due Diligence, M&A experience, Credit Analysis
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
Scott Shladovsky's J.P. Morgan Experience September 2013 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan September 2013 - Present
JPMorgan Chase July 2012 - September 2013
JPMorgan Chase June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
Discovery Communications June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
J.P. Morgan September 2013 - Present
JPMorgan Chase July 2012 - September 2013
JPMorgan Chase June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
Discovery Communications June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Marc Ackerman's J.P. Morgan Experience July 2011 - August 2014
Job Associate at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2014 - Present
J.P. Morgan July 2011 - August 2014
J.P. Morgan June 2010 - August 2010
CBOE June 2008 - August 2008
Skills
Valuation, Capital Markets, Equities, Corporate Finance, Financial Analysis, Alternative Investments, Investment Management, Investment Strategies, Credit Analysis, Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
B.S., Finance & Business and Economic Public Policy
JPMorgan Chase & Co. August 2014 - Present
J.P. Morgan July 2011 - August 2014
J.P. Morgan June 2010 - August 2010
CBOE June 2008 - August 2008
Skills
Valuation, Capital Markets, Equities, Corporate Finance, Financial Analysis, Alternative Investments, Investment Management, Investment Strategies, Credit Analysis, Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
B.S., Finance & Business and Economic Public Policy
Kevin Thies's J.P. Morgan Experience August 2014 - Present
Job
Industry Banking
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan June 2012 - August 2014
Indiana University Bloomington August 2011 - September 2012
J.P. Morgan June 2011 - August 2011
Indiana University Bloomington August 2010 - May 2011
JPMorgan Chase June 2010 - September 2010
Skills
Financial Analysis, Credit, Banking, US GAAP, Financial Modeling, Data Analysis, Corporate Finance, Accounting, Finance, Access
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Accounting
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Accounting
Danish Institute for Study Abroad 2010 — 2010
International Business
J.P. Morgan August 2014 - Present
J.P. Morgan June 2012 - August 2014
Indiana University Bloomington August 2011 - September 2012
J.P. Morgan June 2011 - August 2011
Indiana University Bloomington August 2010 - May 2011
JPMorgan Chase June 2010 - September 2010
Skills
Financial Analysis, Credit, Banking, US GAAP, Financial Modeling, Data Analysis, Corporate Finance, Accounting, Finance, Access
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Accounting
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Accounting
Danish Institute for Study Abroad 2010 — 2010
International Business
Katherine Abbott's J.P. Morgan Experience November 2003 - January 2005
Job Vice President and Treasurer at Orbitz Worldwide, Inc.
Industry Leisure, Travel & Tourism
Experience
Orbitz Worldwide, Inc. Vice President and TreasurerBally Total FitnessMarch 2005 - November 2007
J.P. Morgan November 2003 - January 2005
Budget Group Inc. January 2001 - April 2003
Credit Agricole Indosuez July 1987 - April 2000
Education
Indiana University Bloomington
B.S.
The University of Chicago
MBA
Orbitz Worldwide, Inc. Vice President and TreasurerBally Total FitnessMarch 2005 - November 2007
J.P. Morgan November 2003 - January 2005
Budget Group Inc. January 2001 - April 2003
Credit Agricole Indosuez July 1987 - April 2000
Education
Indiana University Bloomington
B.S.
The University of Chicago
MBA
G. Travis Hodgson's J.P. Morgan Experience 2010 - November 2012
Job Credit Portfolio Manager at Northern Trust
Industry Banking
Experience
The Northern Trust Company September 2013 - Present
The Northern Trust Company 2012 - September 2013
J.P. Morgan 2010 - November 2012
Skills
Financial Analysis, Financial Statement..., Credit Analysis, Commercial Lending, Banking, Bloomberg, Finance, Financial Modeling, Portfolio Management, Credit, Microsoft Office, Sales
Education
The University of Chicago Booth School of Business 2015 — 2017
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Finance
The Northern Trust Company September 2013 - Present
The Northern Trust Company 2012 - September 2013
J.P. Morgan 2010 - November 2012
Skills
Financial Analysis, Financial Statement..., Credit Analysis, Commercial Lending, Banking, Bloomberg, Finance, Financial Modeling, Portfolio Management, Credit, Microsoft Office, Sales
Education
The University of Chicago Booth School of Business 2015 — 2017
Indiana University Bloomington 2005 — 2009
Bachelor of Science, Finance
Alex Lombardi's J.P. Morgan Experience March 2013 - Present
Job Futures & Options at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2013 - Present
InterBank Mortgage Company September 2011 - October 2012
Crossland LLC May 2011 - August 2011
The Money Penny Group Limited June 2010 - August 2010
Skills
Finance, Banking, Loans, Financial Analysis, Accounting, Financial Modeling, Mortgage Lending, Cash Management, Microsoft Excel, Valuation, Financial Reporting, Financial Accounting, Treasury, Treasury Management, Treasury Services, Liquidity Management, Warehouse Lending, Correspondent Banking, Mortgage Servicing, Derivatives, Options, Futures
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Accounting, Finance
J.P. Morgan March 2013 - Present
InterBank Mortgage Company September 2011 - October 2012
Crossland LLC May 2011 - August 2011
The Money Penny Group Limited June 2010 - August 2010
Skills
Finance, Banking, Loans, Financial Analysis, Accounting, Financial Modeling, Mortgage Lending, Cash Management, Microsoft Excel, Valuation, Financial Reporting, Financial Accounting, Treasury, Treasury Management, Treasury Services, Liquidity Management, Warehouse Lending, Correspondent Banking, Mortgage Servicing, Derivatives, Options, Futures
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Accounting, Finance
Alita Haque's J.P. Morgan Experience June 2011 - August 2011
Job
Industry Education Management
Experience
Teach For America August 2015 - Present
Finish Line July 2014 - July 2015
Teach for America May 2012 - June 2014
The Mind Trust June 2013 - July 2013
J.P. Morgan June 2011 - August 2011
Bemis Company, Inc. May 2010 - August 2010
Education
Indiana University Bloomington 2008 — 2012
Kelley School of Business
Terre Haute South Vigo High School 2004 — 2008
Teach For America August 2015 - Present
Finish Line July 2014 - July 2015
Teach for America May 2012 - June 2014
The Mind Trust June 2013 - July 2013
J.P. Morgan June 2011 - August 2011
Bemis Company, Inc. May 2010 - August 2010
Education
Indiana University Bloomington 2008 — 2012
Kelley School of Business
Terre Haute South Vigo High School 2004 — 2008
Jamie Turitz's J.P. Morgan Experience October 2012 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
Morgan Stanley Smith Barney June 2011 - October 2012
Morgan Stanley Smith Barney June 2009 - August 2010
Skills
Series 7, Series 63, Uniform Combined State..., Financial Analysis, Retirement Planning, Bloomberg, Alternative Investments, Financial Modeling, Hedge Funds, Financial Advisory, Microsoft Excel, Finance, Valuation, PowerPoint, Microsoft Office
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
J.P. Morgan October 2012 - Present
Morgan Stanley Smith Barney June 2011 - October 2012
Morgan Stanley Smith Barney June 2009 - August 2010
Skills
Series 7, Series 63, Uniform Combined State..., Financial Analysis, Retirement Planning, Bloomberg, Alternative Investments, Financial Modeling, Hedge Funds, Financial Advisory, Microsoft Excel, Finance, Valuation, PowerPoint, Microsoft Office
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
Paul Wirtz's J.P. Morgan Experience May 2013 - August 2013
Job Regional Inventory Analyst at Grainger
Industry Business Supplies and Equipment
Experience
Grainger June 2015 - Present
Grainger May 2014 - May 2015
J.P. Morgan May 2013 - August 2013
Southern Wine & Spirits May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Research
Education
Indiana University Bloomington 2011 — 2014
Bachelor of Science (B.S.), Operations Management and Marketing
Grainger June 2015 - Present
Grainger May 2014 - May 2015
J.P. Morgan May 2013 - August 2013
Southern Wine & Spirits May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Research
Education
Indiana University Bloomington 2011 — 2014
Bachelor of Science (B.S.), Operations Management and Marketing
Scott Schimpf's J.P. Morgan Experience May 2000 - July 2002
Job Investment Research Analyst
Industry Financial Services
Experience
Aviva Investors September 2014 - Present
OFS Management November 2013 - September 2014
Barclays Capital 2008 - 2012
Lehman Brothers September 2003 - September 2008
J.P. Morgan May 2000 - July 2002
Gerard, Klauer, Mattison & Co. October 1999 - May 2000
Credit Lyonnais June 1997 - October 1999
Peace Corps August 1991 - May 1995
Skills
Healthcare, Financial Analysis, Fixed Income Analysis, High Yield Bonds, Capital Markets Analysis, Leveraged Finance, Financial Modeling, Equity Research, Bloomberg, Credit Analysis, Loans
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Aviva Investors September 2014 - Present
OFS Management November 2013 - September 2014
Barclays Capital 2008 - 2012
Lehman Brothers September 2003 - September 2008
J.P. Morgan May 2000 - July 2002
Gerard, Klauer, Mattison & Co. October 1999 - May 2000
Credit Lyonnais June 1997 - October 1999
Peace Corps August 1991 - May 1995
Skills
Healthcare, Financial Analysis, Fixed Income Analysis, High Yield Bonds, Capital Markets Analysis, Leveraged Finance, Financial Modeling, Equity Research, Bloomberg, Credit Analysis, Loans
Education
NYU Stern School of Business 1995 — 1997
Master of Business Administration (MBA), Accounting and Finance
Indiana University Bloomington 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Kyle Cook's J.P. Morgan Experience 2015 - Present
Job Incoming Private Banking Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan 2015 - Present
Indiana University Bloomington August 2012 - Present
S.A. Berg Construction May 2014 - August 2014
KPMG (Formerly Zanett) May 2013 - August 2013
Skills
Accounting, Networking, Social Skills, Rugby, Teamwork, Risk Management, Time Management, Access, Leadership, Team Leadership, Microsoft Office, People Skills, Data Analysis, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Quality Assurance
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Science, Finance
Cathedral High School 2009 — 2012
J.P. Morgan 2015 - Present
Indiana University Bloomington August 2012 - Present
S.A. Berg Construction May 2014 - August 2014
KPMG (Formerly Zanett) May 2013 - August 2013
Skills
Accounting, Networking, Social Skills, Rugby, Teamwork, Risk Management, Time Management, Access, Leadership, Team Leadership, Microsoft Office, People Skills, Data Analysis, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Quality Assurance
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Science, Finance
Cathedral High School 2009 — 2012
Ayako Nagai's J.P. Morgan Experience June 2008 - June 2014
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2008 - June 2014
Education
Indiana University - Kelley School of Business 2007 — 2008
Master of Professional Accountancy, Accounting
J.P. Morgan June 2008 - June 2014
Education
Indiana University - Kelley School of Business 2007 — 2008
Master of Professional Accountancy, Accounting
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.