J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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J.P. Morgan Employees
Black Knight Financial Services February 2015 - Present
J.P. Morgan October 2010 - February 2015
Chase February 2008 - October 2010
Skills
Banking, Asset Management, Risk Management, Equities, Portfolio Management, Financial Services, Fixed Income, Financial Analysis, Credit, Financial Risk, Vendor Management, Public Speaking, Leadership, Management, Customer Service, Strategic Planning, Team Building, Leadership Development
Education
University of Phoenix 2004 — 2005
Pursued Bachelors of Science, Business Administration and Management, General
Jones College-Jacksonville
pursued Bachelor of Science, Business Administration and Management, General
J.P. Morgan April 2013 - Present
Skills
Banking, Customer Service, Microsoft Excel, Loans, Mortgage Lending, Windows, Microsoft Word, PowerPoint, Microsoft Office, Analysis, Commercial Banking, Outlook, Software Documentation, HTML, Loan Servicing, Compliance, Vendor Management, Risk Management, AutoCAD, Research, SharePoint, ACBS, FSD
Education
Wright State University
Bachelor of Science (B.S.), Computer Science
ITT Technical Institute-Hilliard
Associate of Science (A.S.), Computer Design & Drafting
Tarrant County College August 2013 - Present
GE Capital July 2014 - Present
First Baptist Dallas February 2014 - July 2014
RadioShack January 2013 - August 2013
J.P. Morgan June 2011 - January 2013
Skills
Business Analysis, Web Development, Programming, Project Management, Business Process, User Acceptance Testing, Quality Assurance, Business Requirements, Analysis, Test Planning, Business Process Design, Test Strategy, Functional Testing, Information Technology, Visio, SQL, Requirements Analysis, SharePoint, Databases, Software Project..., Business Intelligence, Agile Methodologies, Access, Oracle
Education
DeVry University's Keller Graduate School of Management-Texas 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
DeVry University's Keller Graduate School of Management-Texas 2009 — 2012
Master of Computer Applications (MCA), Management Information Systems, General
Jarvis Christian College 2003 — 2007
Bachelor of Science (BS), Computer Science
West Des Moines Community Schools June 2013 - Present
West Des Moines Community Schools August 2012 - June 2013
J.P. Morgan August 2010 - August 2012
Chicago Public Schools August 2009 - August 2010
South Euclid- Lyndhurst City Schools January 2008 - January 2009
Mayfield High School January 2008 - January 2009
Skills
Teaching, Drama, English Literature, American Literature, Journalism, Speech, Yearbook, Education, Adolescent Literacy
Education
John Carroll University 2007 — 2009
Teaching Licensure, Secondary Education - English/Language Arts, 4.0
The Ohio State University 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General, 3.7
Burns & McDonnell February 2014 - Present
University Mechanical June 2013 - August 2013
J.P. Morgan February 2012 - July 2013
Sultan Palace May 2005 - February 2010
Skills
Financial Services, Risk Management, Finance, Retail Banking, Credit Risk, AutoCAD, Revit, Bentley Microstation, Inventor, Project Management, Public Speaking, Microsoft Project, Engineering
Education
ITT Technical Institute-Tempe 2011 — 2013
Associate's degree, CAD/CADD
J.P. Morgan January 2015 - Present
J.P. Morgan February 2014 - January 2015
J.P. Morgan February 2012 - January 2014
Scotiabank June 2009 - February 2012
ScotiaMcLeod June 2007 - May 2009
Skills
Commercial Cards, Project Management, Management, Accounting, Risk Management, Financial Analysis, Business Analysis, Finance, Financial Services, Relationship Management, Credit, Strategy, Leadership
Education
Ivey Business School at Western University
Master of Business Administration (M.B.A.), Executive MBA
Project Management Institute
PMP (Project Management Professional)
NAPCP
CPCP - Certified Purchasing Card Professional
Ryerson University 2002 — 2006
Bachelor of Commerce (B.Com.), Major in Finance
VTB Capital August 2007 - July 2014
Credit Suisse 2005 - 2007
ABN AMRO Bank N.V. 2003 - 2005
J.P. Morgan 1997 - 2003
EBRD 1994 - 1997
Shell 1989 - 1992
Skills
Derivatives, Fixed Income, Financial Structuring, Banking, Financial Analysis, Investment Banking, Capital Markets, Equities, Valuation, Private Equity, Corporate Finance, Emerging Markets, Structured Finance, Structured Products, Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance, General
The University of Calgary 1985 — 1989
Bachelor of Commerce (B.Com.), Accounting and Finance
Bain & Company August 2015 - Present
J.P. Morgan May 2014 - August 2014
Richardson GMP May 2013 - August 2013
Ivey Business School October 2012 - May 2013
Education
Ivey Business School at Western University 2011 — 2015
Bachelor's degree, Honours Business Administration
Old Scona Academic 2008 — 2011
Wipro Technologies July 2013 - Present
The Moore School of Business June 2011 - May 2013
Faber Entrepreneurship Center May 2012 - December 2012
Premier Financial Services Limited October 2010 - April 2011
J.P. Morgan September 2008 - April 2010
WADIA BAXTER ENTERPRISE June 2005 - December 2007
Skills
Financial Modeling, Marketing Strategy, Business, Financial Analysis, Corporate Finance, Trade Finance, Market Research, Business Strategy, Business Development, Business Analysis, Strategic Communications, Manage Client..., Business Planning, Market Analysis, Consulting, Operations Management, Business Process..., Cross-functional Team..., Marketing, Competitive Analysis, Sales Operations, Team Building, Data Analysis, Budgets, Management Consulting, Leadership, Process Improvement, Mergers & Acquisitions, process, Busin, Strategic Planning, Entrepreneurship, CRM, Finance, Analysis
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2011 — 2013
Master of Business Administration (M.B.A.), International Business and Finance
Tecnológico de Monterrey 2012 — 2012
Spanish Language and Literature
University of Mumbai 2009 — 2011
M.com, Management
Jai Hind College 2005 — 2008
Bachelor of Commerce, Financial Accountancy; Audit; Tax
Caudill Seed Company January 2008 - Present
Balfour Company November 2002 - June 2008
J.P. Morgan May 2001 - November 2002
Skills
Agriculture, Agribusiness, Microsoft Office, Strategic Planning, Customer Service, Microsoft Excel, Farms, Business Strategy, Microsoft Word, Research, Negotiation, Budgets, PowerPoint, Marketing Strategy, Teamwork, Time Management, Sales, Data Entry, Retail, Invoicing, Telephone Skills, Inventory Management, Spreadsheets
Education
Jefferson Community College 2002 — 2004
Business Administration and Management, General
Pleasure Ridge Park High School 1987 — 1991
Huntington National Bank September 2014 - Present
J.P. Morgan 2004 - 2013
Skills
Microsoft Office, Customer Service, Banking, Microsoft Word, Financial Services, Research, Microsoft Excel, Investments, Public Speaking
Education
ITT Technical Institute-Hilliard 2006 — 2010
Associate of Applied Science, Criminal Justice
Centennial High School 1999 — 2002
J.P. Morgan 2015 - Present
Small Enterprise Foundation 2014 - 2015
J.P. Morgan 2011 - 2014
Canadian Imperial Bank of Commerce 2010 - 2010
Skills
Financial Analysis, Capital Markets, Investor Relations, Relationship Management, Research, International..., Social Impact Assessment, Microsoft Excel, Microfinance, Analysis, Business Strategy, Investment Management, Market Research, Financial Modeling, Training, Portfolio Management, Fundraising, Bloomberg, Strategy, Management, Valuation, Business Analysis, Private Equity, Finance
Education
BSS
CFA Institute
CFA Designation
Ivey Business School at Western University 2009 — 2011
Bachelor of Arts - Honours Business Administration with Distinction, Finance
Rotterdam School of Management, Erasmus University 2011 — 2011
MSc, Masters' Exchange Programme
The University of Western Ontario 2007 — 2009
Honours Specialization Pathology & Toxicology
Aflac November 2013 - Present
The Ohio State University 2010 - Present
Consortium Financial Group August 2014 - March 2015
J.P. Morgan 2015 - 2015
J.P. Morgan 2015 - 2015
J.P. Morgan 2015 - 2015
Northwestern Mutual April 2014 - September 2014
surace-smith AIL 2013 - 2013
Skills
Microsoft Office, Customer Service, Business Development, Employee Relations, Performance Management, Management, Written & Verbal..., Leadership, Recruiting, Time Management, Organizational..., Leadership Development, Insurance, Public Speaking, Microsoft Excel, Social Media, Sales, PowerPoint
Education
The Ohio State University 2009 — 2013
Bachelor of Arts (B.A.), World Economy and Business
Johnson County Community College 2006 — 2008
Associate's degree, Educational Leadership and Administration, General
J.P. Morgan Asset Management July 2015 - Present
Ithaca College August 2013 - May 2015
J.P. Morgan June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Ithaca College August 2012 - May 2013
Thomas Publishing June 2012 - August 2012
J.P. Morgan July 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Finance, Risk Management, Accounting, Banking, Analysis, Financial Reporting, Financial Analysis, Access, Program Management, Process Improvement, Public Speaking
Education
Ithaca College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing
International Education of Students (IES) 2013 — 2013
J.P. Morgan 2014 - Present
J.P. Morgan 2012 - 2014
J.P. Morgan 2009 - 2012
J.P. Morgan 2002 - 2009
J.P. Morgan 1999 - 2002
Credit Suisse 1994 - 1999
CIBC 1993 - 1994
CIBC 1988 - 1991
Education
The University of Western Ontario - Richard Ivey School of Business 1991 — 1993
Master of Business Administration (M.B.A.)
Queen's University 1983 — 1986
Bachelor of Arts (B.A.)
Green Tree Servicing LLC August 2013 - Present
J.P. Morgan September 2004 - August 2013
InterConnect Wiring February 2003 - June 2004
Interconnect Wiring, L.P February 2003 - June 2004
Skills
Mortgage Lending, Mortgage Banking, Refinance, Electronic Engineering, Loss Mitigation, Loan Origination
Education
ITT Technical Institute-Arlington 2000 — 2002
Associate's degree, Electrical and Electronics Engineering
Lamar High School 1997 — 2000
Diploma, High School/Secondary Diplomas and Certificates
John Hancock Investments November 2014 - Present
John Hancock Financial Services June 2013 - October 2014
John Hancock Financial Services January 2013 - June 2013
Putnam Investments November 2012 - December 2012
Putnam Investments October 2011 - November 2012
J.P. Morgan June 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Lotus Notes, Outlook, Public Speaking, Financial Services, Customer Service, Teamwork, Mutual Funds, 401k, Retirement, Finance, Sales, Client Services, Investments
Education
John Carroll University 2008 — 2011
Bachelor of Science, Finance
John Cabot University 2010 — 2010
Study Abroad -Rome, Italy
Boston College High School 2004 — 2007
McKinsey & Company April 2014 - Present
J.P. Morgan May 2012 - February 2014
J.P. Morgan May 2011 - August 2011
United States Marine Corps September 2009 - March 2010
United States Marine Corps September 2008 - September 2009
United States Marine Corps January 2007 - September 2008
United States Marine Corps January 2006 - January 2007
United States Marine Corps January 2003 - January 2006
Skills
Energy, Petroleum, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Microsoft Excel, Cross-functional Team..., Bloomberg, Investment Banking, Leadership, Analysis, Mergers & Acquisitions, Analytics, Corporate Finance, Due Diligence, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Management 2010 — 2012
MBA, Management, Finance, Energy, 3.92
Texas Tech University 1997 — 2003
Bachelor of Arts (B.A.), Economics/History
TD Merchant Services Canada May 2015 - Present
TD Merchant Services March 2014 - Present
J.P. Morgan February 2012 - March 2014
J.P. Morgan June 2010 - February 2012
American Express 2007 - 2010
American Express 2005 - 2007
Hudson's Bay Company 2002 - 2005
Bluespark Media 2000 - 2002
Accenture 1997 - 2000
Education
Ivey Business School at Western University 1995 — 1997
MBA, Business
Balfour Beatty Investments 2013 - 2015
J.P. Morgan July 2012 - November 2013
ACT Capital Management May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Investments, Social Media, Management, Public Speaking, Trading, Event Planning, Customer Service
Education
Ithaca College 2008 — 2012
Deutsche Bank July 2015 - Present
Capital One March 2014 - June 2015
J.P. Morgan 2015 - 2015
Fannie Mae July 2013 - February 2014
Walt Disney World January 2013 - June 2013
Wells Fargo August 2012 - December 2012
Wells Fargo September 2011 - August 2012
Michigan Department Of Education January 2011 - August 2011
Allstate January 2010 - December 2010
Wells Fargo April 2009 - December 2009
Skills
Data Warehousing, Business Intelligence, SQL, Unix, Oracle, SAS, SAS Macros, SAS programming, ETL, Microsoft SQL Server, Databases, DB2, Data Integration, Data Modeling, Programming, Teradata, SAS Programming, Business Analysis, Data Analysis, Shell Scripting
Education
New Jersey Institute of Technology 2008 — 2010
Master's degree, Bioinformatics
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor of Technology (B.Tech.), Biotechnology
Lily SPOTS nyc April 2014 - Present
Metamorphic Ventures August 2014 - December 2014
J.P. Morgan June 2011 - June 2014
42West May 2010 - August 2010
Congresswoman Carolyn Maloney September 2009 - October 2009
Conquest Advisors June 2009 - August 2009
CanDO June 2007 - August 2008
MBF Clearing Corp June 2006 - August 2006
Skills
Investment Banking, Capital Markets, Entrepreneurship, Financial Modeling, Due Diligence, Capital IQ, Bloomberg, Market Research, Microsoft Excel, PowerPoint, Credit, Corporate Finance
Education
The George Washington University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
John Cabot University 2010 — 2010
Trevor Day School 2004 — 2007
Cole Capital January 2013 - Present
Cole Capital September 2011 - December 2012
MFS Investment Management March 2007 - August 2011
J.P. Morgan January 2006 - March 2007
Morgan Stanley May 2003 - January 2006
Skills
Investments, Series 63, Mutual Funds, Series 7, Sales Presentations, Separately Managed..., Asset Allocation, Series 24, Alternative Investments, FINRA, Team Leadership, Securities, Consultative Selling, Financial Advisory, Financial Markets, Retirement Planning, Investment Strategies, Wealth Management, Annuities, Financial Planning
Education
Massachusetts Institute of Technology 2014 — 2014
Center for Real Estate, Understanding Real Estate Markets
University of Arizona, Eller College of Management 2011 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2009 — 2009
Certified Investment Management Analyst (CIMA)
John Cabot University 2001 — 2001
Study Abroad, International Economics and International Marketing
Michigan State University - The Eli Broad School of Business 1999 — 2003
Bachelor of Arts, Business Finance
JPMorgan Chase & Co. May 2015 - Present
J.P. Morgan August 2006 - April 2015
Citi March 1997 - June 2005
Citi March 1990 - June 1997
Skills
Management, Credit Cards, Leadership, Business Analysis, Process Improvement, Project Management, Payment Card Processing, Vendor Management, Payments, Relationship Management, Change Management, Risk Management, Team Leadership, Analysis, Financial Services, Electronic Payments, SDLC, Requirements Analysis, Business Requirements
Education
Jack Welch Management Institute
Executive MBA
Northwood University
Bachelor of Business Administration (BBA) in Management, Business Administration and Management, General, * 4.0 GPA, Graduated summa cum laude
Music and Art
Self Employed January 2007 - Present
J.P. Morgan April 2013 - May 2013
Babies R Us June 2012 - December 2012
JSCU Bull Pen January 2011 - May 2011
Historic West End Market May 2010 - June 2010
TRI-Care Europe June 2009 - August 2009
Skills
Creative Writing, Photography, Video Production, Editing, Public Relations, Advertising, Social Media, Social Networking, Social Media Marketing, Video Editing, Blogging, Event Management, Copywriting, Photoshop, Layout
Education
Johnson C. Smith University - JCSU 2007 — 2011
Bachelor of Arts, Communication Arts - Film & Photography
Kaiserslautern American High School 2003 — 2007
High School Diploma
J.P. Morgan September 2014 - Present
KeyBank January 2012 - August 2014
KeyBank March 2013 - May 2013
KeyBank July 2010 - December 2011
Skills
Banking, Credit, Commercial Banking, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Risk Management, Underwriting, Finance, Leadership, Great Motivator, Teamwork, Analysis, Customer Service, Investment Banking
Education
Johnson C. Smith University - JCSU 2006 — 2010
Bachelor of Science (BS), Finance, General
J.P. Morgan September 2014 - Present
Focus Logistics Solutions May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Social Media, Time Management, Microsoft Excel, Logistics, Leadership, Facebook
Education
John Carroll University 2010 — 2014
Bachelor of Science in Business Administration, Marketing and Business Logistics
J.P. Morgan February 2013 - Present
Bank of America January 1998 - December 2012
CRIIMI MAE May 1996 - January 1998
Skills
Real Estate Financing, Commercial Real Estate, Real Estate Development, Marinas
Education
The Johns Hopkins University 1996 — 1998
Master of Science (MS), Real Estate Finance & Capital Markets
Jacksonville University 1987 — 1991
Bachelor of Science (BS), Marketing
ALPS, A DST Company May 2011 - Present
J.P. Morgan January 2010 - April 2011
Claymore Securities (now Guggenheim Investments) August 2006 - September 2009
RBC Wealth Managment August 2003 - August 2006
Skills
Series 7, Series 63, Mutual Funds, Unit Investment Trusts, ETFs, Closed-end Funds, Asset Allocation, Sales
Education
Johnson & Wales University 2000 — 2003
B.S. Management, Management, Concentration in Financial Services
J.P. Morgan June 2014 - Present
Western Investment Club September 2010 - May 2014
J.P. Morgan May 2013 - August 2013
RCC Ventures, LLC May 2012 - August 2012
Trattoria Épicerie Restaurant June 2011 - August 2011
Skills
Mergers & Acquisitions, Economics, French
Education
Ivey Business School at Western University 2010 — 2014
Bachelor of Arts, Honors Business Administration (HBA)
JPMorgan Chase December 2013 - Present
J.P. Morgan June 2013 - November 2013
J.P. Morgan June 2013 - November 2013
Skills
Microsoft Office, Teamwork, Hardwork, Outlook, Multi Tasking, Flexible Schedule, Problem Solving, Self-starter, Self-driven, Learning Quickly, Written & Verbal..., Proficient Typing Skills, Work Ethic
Education
Ithaca College 2010 — 2013
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General
J.P. Morgan February 2011 - Present
Morgan Stanley August 2000 - February 2011
Boston August 1997 - August 2000
Education
Ithaca College 1990 — 1994
edgemont high
J.P. Morgan October 2014 - Present
North American Power July 2014 - October 2014
College of William and Mary August 2013 - May 2014
BioMarin Pharmaceuticals June 2013 - August 2013
Infosys Limited June 2011 - June 2012
Infosys Limited February 2010 - June 2011
Skills
Data Analysis, Microsoft Excel, Regression Analysis, Business Intelligence, Change Management, Tableau, R, Google Analytics, SQL, Strategy, Business Analysis, Leadership, Statistics, Research, Multi-cultural Team..., Team Building, Analysis, Analytics, Market Research, Data Mining, SAP, Training, Business Strategy, Strategic Planning, SAP R/3, Microsoft SQL Server, Data Modeling, Microsoft Office, PowerPoint, MySQL, Data Management, Access, Minitab, Teamwork, Management, Project Management, Web Analytics
Education
The College of William and Mary - The Mason School of Business 2012 — 2014
Masters of Business Administration, Business Analytics
Jawaharlal Nehru Technological University 2005 — 2009
Bachelor of Technology, Biotechnology, A
J.P. Morgan June 2014 - Present
General Dynamics Land Systems May 2013 - August 2013
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
Bacehelor of Arts, Honors Business Administration
The University of Western Ontario 2010 — 2014
Certificate in Business French
J.P. Morgan June 2015 - September 2015
Denso International America April 2014 - May 2015
Khan Investments LLC. May 2014 - September 2014
Teavana June 2012 - March 2014
Douglas C. Smith LLC May 2009 - June 2012
Skills
Leadership, Access, Time Management, Finance, Sales Management, Portfolio Management, Investments, Strategy, Customer Service, Business Planning, Derivatives, Trading, Analysis, Risk Management, Sales, Microsoft Excel, Project Planning, Visio, AS400 Administration, EDI, Multivariable Calculus, PowerPoint, Microsoft Office, Corporate Finance, Management, Marketing, Microsoft Word, Teamwork, Public Speaking, Research, Social Media, Social Networking, Financial Analysis, Data Analysis, Team Leadership, Strategic Planning, Economics, Outlook, Critical Thinking
Education
The Ohio State University 2013 — 2015
Bachelor of Science in Business Administration, Finance
John Carroll University 2011 — 2013
The Bachelor of Science in Business Administration, Finance
J.P. Morgan June 2014 - August 2014
Big Tree Capital Partners, LLC September 2013 - December 2013
Gallium Corporate Finance June 2013 - September 2013
RBC Dominion Securities June 2012 - August 2012
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Economics, Bloomberg, Equities, Corporate Finance, Capital Markets, Wealth Management, Bloomberg Terminal, Private Equity, Business Valuation, Microsoft Excel, R, SQL, VBA
Education
Ivey Business School at Western University 2013 — 2015
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
Western University 2011 — 2013
Specialization in Economics
J.P. Morgan August 2013 - Present
Intsel Southwest June 2010 - Present
Texas Department of Criminal Justice June 2008 - October 2010
NCO Financial Systems October 2009 - September 2010
Global Santa Fe Drilling Co July 2002 - April 2009
Skills
Forklift Operator, Troubleshooting, Customer Service, Microsoft Office, Computer Hardware, Microsoft Word, Computer Repair, Data Entry, Microsoft SQL Server, Microsoft Exchange, Computer Network..., Remote User Support
Education
ITT Technical Institute-Houston North 2011 — 2013
Associate's degree, Network and System Administration/Administrator
Eisenhower Highschool 1997 — 2001
Diploma
Severn Ventures January 2013 - Present
Flashpoint at Georgia Tech May 2012 - May 2014
The Weather Channel August 2008 - December 2012
The Weather Channel July 2005 - August 2008
J.P. Morgan August 1998 - November 2002
Skills
Strategy, Mergers & Acquisitions, Business Development, Digital Media, Strategic Planning, Private Equity, Finance, Strategic Partnerships, Corporate Development, Digital Strategy, Start-ups, Product Management, Mergers, Analysis, Mobile Devices, New Business Development
Education
Rice University - Jesse H. Jones Graduate School of Management 2003 — 2005
Master of Business Administration (M.B.A.), Finance, Strategy
Tulane University - A.B. Freeman School of Business 1993 — 1997
BSM, Finance
Wilmington Friends 1989 — 1993
J.P. Morgan September 2015 - Present
Citi August 2014 - September 2015
Citi January 2013 - August 2014
Urban Outfitters, Inc. May 2012 - August 2012
Urban Outfitters, Inc. January 2012 - May 2012
Temple University International Business Association May 2011 - May 2012
Temple University August 2010 - May 2012
Wharton Executive Education March 2012 - March 2012
GF Education Group, Inc August 2011 - November 2011
Temple University September 2008 - May 2011
Skills
Bloomberg Terminal, Excel, Access, Wordpress, SPSS, SAP, Microsoft Excel, International Marketing, Project Management, Public Speaking, Marketing, WordPress, Market Research, Social Networking, Social Media Marketing, Leadership, Strategy, Microsoft Office, PowerPoint, Management, Analysis, Microsoft Word, Research
Education
Temple University 2008 — 2012
BBA, Marketing and International Business
Jagiellonian University 2011 — 2011
Polish Language, Polish History, and Economics of Eastern Europe
Temple University Rome Campus 2010 — 2010
International Trade and Art History of Rome
Lehigh University - College of Business and Economics 2007 — 2007
Pennsylvania Governor's School for Global Entrepreneurship
SJNRA
ConocoPhillips - Treasury July 2013 - Present
ExxonMobil May 2012 - August 2012
Cameron January 2012 - May 2012
J.P. Morgan January 2010 - April 2011
J.P. Morgan January 2007 - December 2009
Merrill Lynch 2004 - 2004
Skills
Romanian, French, Microsoft Office, Capital IQ, Bloomberg, Financial Analysis, Financial Modeling, Corporate Finance, Structured Finance, Capital Markets, Negotiation, Capital Structure, Accounting, Portfolio Management, Due Diligence, Mergers & Acquisitions, Finance
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
University of Houston, C.T. Bauer College of Business 2003 — 2006
Bachelor of Business Administration, Accounting and Finance
J.P. Morgan March 2013 - Present
City of Houston July 2010 - March 2012
Nokia July 2007 - February 2008
Huawei May 2005 - July 2007
Sasken August 2002 - May 2005
Education
UHCL 2008 — 2010
MS, MIS
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor's degree, Electrical, Electronics and Communications Engineering
James Madison University August 2011 - Present
J.P. Morgan July 2014 - August 2014
Skills
access, Microsoft Office..., Interpersonal..., Social Media Marketing, Access, Microsoft Office
Education
James Madison University - College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
SunTrust Robinson Humphrey June 2014 - July 2015
SunTrust Robinson Humphrey June 2014 - April 2015
PNC August 2012 - December 2013
J.P. Morgan Chase Bank January 2011 - August 2012
J.P. Morgan April 2007 - January 2011
Bank of America July 2005 - October 2006
Standish Mellon Asset Management 2002 - 2003
Skills
New Business Development, Financial Markets, Financial Modeling, Business Planning, Microsoft Office, Capital Markets, Portfolio Management, Financial Statement..., Commercial Banking, Business Development, Corporate Finance, Credit Analysis, Loans, Mergers, Banking, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
Master of Business Administration (MBA), Finance, General
John Carroll University 1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Fiction Author November 2011 - Present
J.P. Morgan March 1993 - June 2013
JPMorgan Chase March 1993 - May 2013
J. P. Morgan Chase 1993 - May 2013
Bankers Trust 1988 - 1993
The Chase Manhattan Bank 1980 - 1988
Skills
Product Management, Banking, Financial Services, Strategy, Analysis, Leadership, Competitive Analysis, Risk Management, Blogging, Books, Management, Publishing, Treasury Services, Investments, Social Media, Business Planning, Market Research, Training, Editing, Asset Managment, Fiction, Ebooks, Creative Writing, Marketing Strategy, Portfolio Management, Software Documentation, Advertising, Fiction Writing, Novels, Product Development, New Business Development, Treasury Management, Mergers & Acquisitions, Cash Management, Mergers, Asset Management, Relationship Management, Capital Markets, Credit, Project Management, Strategic Planning, Program Management, Payments, MS Project, Proposal Writing, Historical Fiction, Fantasy, Romance, Team Leadership
Education
Ithaca College 1963 — 1967
J.P. Morgan June 2015 - Present
Wells Fargo Advisors October 2010 - June 2013
VALIC May 2007 - September 2010
Education
NYU Stern School of Business 2013 — 2015
MBA
James Madison University 2002 — 2006
BBA
Holy Cross Hospital February 2014 - Present
J.P. Morgan July 2013 - September 2013
Allegis Group Services October 2012 - June 2013
Aerotek September 2010 - October 2012
Skills
Applicant Tracking..., Talent Acquisition, Staffing Services, Onboarding, Human Resources
Education
James Madison University 2007 — 2010
BS, Psychology
Radford University 2006 — 2007
J.P. Morgan March 2015 - Present
Edelman January 2014 - March 2015
Bank of America Merrill Lynch June 2012 - August 2012
Bernard Herold & Co May 2012 - June 2012
Skills
Fixed Income, Equity Trading, Trading, ETFs, Financial Modeling, DCF Valuation, Precedent Transactions
Education
Ithaca College 2009 — 2013
Bachelor, Finance
Whitfield Consulting Group, LLC January 2011 - Present
PrimeLending June 2013 - October 2013
Wells Fargo Home Mortgage October 2012 - June 2013
J.P. Morgan November 2011 - September 2012
PHH Mortgage August 2010 - March 2011
Kelly Educational Services August 2008 - June 2009
City of Jacksonville May 1997 - September 2006
Skills
Training, Leadership, Non-profits, Community Outreach, Government, Customer Service, Event Planning, Fundraising, Public Speaking, Program Management, Public Relations, Strategic Planning, Strategic Communications, Policy, Social Media, Politics, Leadership Development, Management, Small Business, Nonprofits
Education
New England College 2011 — 2013
Master of Public Policy, Political Science and Government, A
Jacksonville University 2006 — 2009
Bachelor of Science, Political Science
Bethune-Cookman university 2000 — 2005
political science
JPMorgan Chase May 2014 - Present
J.P. Morgan August 2010 - April 2014
J.P. Morgan October 2004 - July 2010
Hewlett-Packard Financial Services February 2003 - October 2004
Skills
Derivatives, Investment Banking, Financial Markets, Equities, Banking, Finance, Financial Analysis, Analysis, Risk Management, MS Access, Business Objects, Cognos, Microsoft Excel, Trading, Basel II, Options, Product Control, Commodity, Credit Risk, Financial Accounting, MIS, Asset Management, Investments, FX Options
Education
Jamnalal Bajaj Institute of Management Studies 2006 — 2009
Economics, Finance, 2nd Rank holder
Jai Hind College 1996 — 2001
Bachelor of Commerce (B.Com.), Accounting and Finance, Distinction
St Sebastian Goan High School 1995 — 1995
Distinction
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase July 2014 - August 2014
J.P. Morgan May 2013 - June 2014
J.P. Morgan December 2011 - April 2013
Development Credit Bank Limited September 2011 - December 2011
R.S Sanghai & Associates May 2010 - August 2011
Haribhakti & Co. May 2009 - May 2010
R.S Sanghai & Associates August 2008 - April 2009
Skills
Highly Adaptable, Self Driven, Opinion Leadership, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Capital Markets, Banking, Auditing, Credit Risk, Business Valuation, Financial Reporting, Accounting, Credit Analysis, Credit
Education
Jai Hind College 2005 — 2008
B.com, Accountancy, Law, Costing, Economics
Jaihind College 2003 — 2005
12th Standard, Commerce
Sahyadri School 1997 — 2003
10th Standard, English, Social Sciences, Sciences, Hindi
GMCS
Quiet Revolution LLC January 2014 - Present
PacificBridge Capital LLC September 2013 - Present
Lotus Pacific Group Ltd July 2012 - Present
JPMorgan March 2007 - November 2010
J.P. Morgan June 2003 - April 2006
JPMorgan Asset Management April 2001 - June 2003
JPMorgan Asset Management July 1999 - May 2001
JPMorgan Asset Management January 1997 - June 1999
Cleary Gottlieb Steen & Hamilton LLP November 1995 - February 1997
Cleary Gottlieb Steen & Hamilton LLP September 1992 - November 1995
Skills
Hedge Funds, Investment Management, Investments, Financial Risk, Equities, Securities
Education
University of Pittsburgh School of Law 1988 — 1991
JD, Law
James Madison University 1979 — 1983
BS, Economics
Verizon July 2015 - Present
J.P. Morgan June 2011 - March 2015
Richard T Byrnes Co. June 2010 - September 2010
Skills
Financial Analysis, Economics, Microsoft Excel, SQL, Visio, Leadership, Process Improvement, Microsoft Word, Fixed Income, Data Analysis, Statistics, Financial Reporting, Research, Teamwork, Equity Research, Business Analysis, Training, Access
Education
Marymount University 2015 — 2016
Master of Education (M.Ed.), Social Studies Teacher Education
James Madison University 2008 — 2012
Bachelor of Arts (BA), History
Retired August 2014 - Present
JPMorgan Chase January 2010 - August 2014
JPMORGAN CHASE January 2009 - December 2009
JPMORGAN CHASE January 2004 - January 2009
BANK ONE January 1999 - January 2004
JPMorgan Chase & Co. January 1997 - January 1999
CHASE MANHATTAN BANK January 1980 - January 1999
J.P. Morgan January 1996 - January 1997
Chemical Bank January 1992 - January 1996
Chemical Bank January 1991 - January 1992
Education
Jackson State University 1977 — 1980
BA, Business Management
Jackson State University 1977 — 1980
Bachelor's degree, Business Administration, Management and Operations
J.P. Morgan August 2015 - Present
TeamGINI [non-profit organization] December 2010 - Present
BMO Capital Markets May 2014 - August 2014
Bank of America July 2004 - August 2013
Skills
Business Strategy, Leadership, Strategic Planning, Team Leadership, Communication, Coaching, Banking, Marketing Strategy, Retail Banking, Cross Selling, Personal Banking, Community Outreach, Management, Operations Management, Program Management, Fundraising, Team Building, Analysis, Leadership Development, Business Development, Process Improvement
Education
Rice University - Jesse H. Jones Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Investments and Securities / Strategic Consulting
University of Houston-Downtown 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Houston 2004 — 2007
J.P. Morgan May 2015 - Present
Deloitte May 2015 - May 2015
Marks Paneth LLP September 2014 - May 2015
D'Onofrio General Contractors 2012 - 2014
Henry F. Malarkey & Co. P.C. September 2011 - May 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Microsoft Word, Management, PowerPoint, Sales, Leadership, Training, Time Management, Public Speaking, Research, Process Improvement
Education
Pace University - Lubin School of Business 2012 — 2016
BBA/MBA, Accounting/Public
John Cabot University
Visa February 2015 - Present
J.P. Morgan March 2014 - Present
J.P. Morgan May 2012 - Present
Citi Cards Canada Inc. August 2006 - April 2012
CIBC August 2004 - August 2006
Workbrain January 2001 - September 2004
CIBC July 1999 - October 2000
A.T. Kearney Management Consulting July 1996 - July 1998
Richard Ivey School of Business May 1993 - June 1996
Skills
Business Development, Market Analysis, Product Launch, Business Strategy, Product Management, Marketing Strategy, Relationship Management, Analytics, Strategic Planning, Financial Services, Strategy, Credit Cards, Integrated Marketing, Risk Management, CRM, Marketing, Management, Project Management, Cross-functional Team..., Direct Marketing, Segmentation, Mergers & Acquisitions, Marketing Communications, Financial Analysis, Banking, Strategic Partnerships, Competitive Analysis, Program Management, Mergers, Enterprise Software, Business Process, Portfolio Management, Sales
Education
Ivey Business School at Western University 1998 — 1999
MBA
Ivey Business School at Western University 1989 — 1993
Business Administration
The University of Western Ontario
J.P. Morgan August 2014 - Present
JPMorgan Chase October 2012 - August 2014
JP Morgan Chase 2010 - 2012
HSBC 2009 - 2010
HSBC 2008 - 2009
Skills
Banking, Risk Management, Auditing, Technical Writing, Quality Assurance, Visio, Mortgage Lending, Process Improvement, Mortgage Banking, Data Analysis, Analysis, Financial Regulation, Change Management, Report Writing, SharePoint Designer, External Audit, Vendor Audit, Reporting & Analysis, Audit Management, Regulatory Tracking, Regulatory Compliance, MS SharePoint, Project Management, Dodd-Frank, TILA, CFPB, OCC Regulations, Interim Final Rule, Appraiser Independence..., Truth in Lending Act, Consumer Financial..., Policy Development, Regulatory and Process..., Third Party Vendor..., FINRA, Leadership, Strategy
Education
Pace University - Lubin School of Business 2013 — 2015
Master of Science (M.S.), Investment Management
James Madison University 2005 — 2007
B.S., Technical and Scientific Communication
J.P. Morgan August 2015 - Present
Deutsche Bank June 2013 - August 2015
Cereus Arts, Inc. January 2013 - June 2013
Inside Edition, CBS Inc. March 2011 - September 2012
Motion Picture Association of America May 2009 - September 2009
Skills
Film
Education
University of Maryland College Park 2003 — 2008
Bachelor's Degree, English Language and Literature/Letters
Johnson and Wales University 2000 — 2002
Associate of Arts (A.A.), Culinary Arts and Hospitality Management
J.P. Morgan October 2014 - Present
J.P. Morgan June 2012 - Present
Skills
Managing Workflow, Quality Assurance, Sales, Team Leadership, Data Entry, Cross-team Communication, Risk Management, Microsoft Office, Data Analysis, Financial Services, Access, Banking, Business Analysis, SDLC
Education
Johnson State College 2009 — 2011
Bank of America Merrill Lynch January 2014 - Present
J.P. Morgan March 2004 - Present
Skills
Back Office, Derivatives, Electronic Trading, Equities, Equity Derivatives, Fixed Income, Investment Banking, Middle Office, Options, Reference Data, Trading Systems
Education
Jadavpur University
B.E.T.C.E, Electronics & Telecom
St. Edmunds.
PwC June 2015 - Present
J.P. Morgan March 2015 - Present
Citi September 2012 - March 2015
Citi March 2012 - September 2012
J.P. Morgan September 2011 - February 2012
University of Bridgeport January 2011 - September 2011
University of Bridgeport August 2010 - December 2010
Logicentric Technologies LLC June 2010 - July 2010
Deutsche Bank May 2008 - September 2008
Barclays September 2006 - March 2007
Skills
AML, Risk Management, KYC, Operational Risk..., Banking, Business Analysis, Management, Finance, OFAC, Securities, Credit, Process Improvement, CRM, Financial Risk, Anti Money Laundering, Compliance Management, USA PATRIOT Act, Analysis, Corporate Finance, Due Diligence, Leadership, Risk Monitoring, Team Leadership, Dunn & Bradstreet, Auditing, Budgets, Governance, Internal Audit, Project Portfolio..., Budgeting, Client Relationship..., CIF, World Check, SAR, Factiva, Bank Secrecy Act, Operational Risk, Actimize, CDD
Education
University of Bridgeport 2009 — 2012
Master of Business Administration (MBA), Took advance level courses in Accounting and Finance, 3.366
University of Mumbai 2008 — 2009
Masters of Commerce, Management
Jai Hind College 2005 — 2007
Bachelors of Commerce, Commerce - Business and Accounting
J.P. Morgan June 2012 - June 2015
TD Ameritrade June 2011 - August 2011
Daoud Trading Co June 2009 - August 2009
Skills
Travel - Syria, Lebanon, Fluent - Arabic, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, Bloomberg, Portfolio Management, Equities, Fixed Income, Series 7, Financial Analysis, Investments, Mutual Funds, Financial Modeling, Bloomberg Terminal
Education
Jones Graduate School of Business, Rice University 2015 — 2017
Candidate for Master of Business Administration (MBA) degree, May 2017
Texas Christian University 2008 — 2012
Bachelor of Business Administration, International Finance
All Saints Episcopal School 1995 — 2008
J.P. Morgan March 2013 - Present
J.P. Morgan May 2009 - February 2013
J.P. Morgan October 2006 - May 2009
LEP Technology Inc October 2003 - October 2006
Northwestern Mutual August 2000 - October 2003
Skills
Corporate Finance, Business Strategy, Financial Analysis, Business Planning, Risk Management, Finance, Financial Services, Asset Management, Strategy, Financial Reporting, Analytics, Investment Banking, Hedge Funds
Education
New York University, Stern School of Business 2007 — 2009
Master of Business Administration (MBA), Finance
Wine & Spirit Education Trust 2004 — 2004
Level 3 Completion
James Madison University 1996 — 2000
Bachelor of Business Administration (BBA), Accounting
Treesdale Partners September 2015 - Present
J.P. Morgan February 2015 - September 2015
Treesdale Partners November 2014 - February 2015
Native Nation Events November 2013 - January 2015
Alternative Asset Investment Management May 2014 - November 2014
Skills
Microsoft Office, Sales, Event Planning, PowerPoint, Hedge Funds, Cold Calling, Microsoft Excel, Marketing Strategy, Microsoft Word, Due Diligence, Social Networking, Lead Generation, Office Administration, Account Management, Commercial Real Estate, Conference Coordination, Website Updating, Google Docs, Team Leadership, Property, Agenda Development, Data Entry, Sponsorship Sales, Crowdfunding, Real Estate Transactions, Fixed Income Strategies, Fixed Income Analysis, Customer Service, Investments, Management, Public Speaking, Social Media
Education
Jacksonville University 2011 — 2015
Bachelor's degree, International Business
Bergen Catholic High School 2006 — 2010
J.P. Morgan January 2015 - Present
J.P. Morgan January 2013 - January 2015
J.P. Morgan January 2012 - January 2013
J.P. Morgan June 2009 - January 2012
J.P. Morgan June 2008 - June 2009
Syntel August 2005 - August 2006
Skills
Oracle, Software Project..., Unix, Business Intelligence, Big Data, Spring Framework, SQL, iOS development, Pentaho, HTML 5, JavaScript, AJAX, XML, Web Services, MVC, JSON, Ant, Cognos, Jasper Reports, jQuery, d3.js, bootstrap.js, knockout.js, Star Schema, OLAP, Mondrian, Team Leadership, Product Development, Agile Application..., CSS, AngularJS, Tableau, Data Analytics, MapReduce, ETL, Greenplum, Teradata Data Warehouse, Hive, Sqoop, Hadoop, Maven, User Experience
Education
The University of Texas at Dallas 2007 — 2009
MS, Management Information Systems, General
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
J.P. Morgan October 2014 - Present
Ameriprise Financial Services, Inc. July 2013 - June 2014
University Recreation Center UREC, James Madison University May 2011 - May 2013
Department of Athletics, James Madison University September 2010 - May 2013
The Salvation Army December 2009 - January 2010
Skills
Finance, Thompson One, Event Management, Time Management, Facebook, Public Speaking, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Event Planning, Spanish, Social Media, Community Outreach, PowerPoint, Editing, Adobe Creative Suite, Social Media Marketing, Management, Social Networking
Education
James Madison University 2009 — 2013
Bachelor’s Degree, Business Administration; International Business, 3.7
Liceo Classico G. Berchet, Milano, Italy 2005 — 2009
High School, Liberal Arts and Sciences, General Studies and Humanities, 94/100
Healthcare Services Corporation February 2013 - December 2014
J.P. Morgan September 2012 - December 2012
Dish Network March 2009 - November 2011
Arrow Financial Services, LLC January 2000 - January 2009
Skills
Training facilitation, Instructional Design, Coaching, Quality Assurance, Public Speaking, Leadership, Microsoft Office, Risk Management, Portfolio Management, Program Management, Microsoft Excel
Education
Jackson State University 1993 — 1997
Bachelor of Science (B.S.), Criminal Justice/Police Science
Providence St. Mel H.S. 1988 — 1991
Diploma - College Prep.
HSBC April 2014 - Present
J.P. Morgan March 2013 - June 2013
J.P. Morgan May 2012 - March 2013
J.P. Morgan June 2009 - May 2012
Motivation Advantage Inc August 2008 - May 2009
Correspondent Lending May 2001 - January 2008
Skills
FNMA/FHLMC - Senior..., FNMA/FHLMC - DU..., FNMA/FHLMC - Loss..., Loan Officer - Loan..., Safe Act - Registered..., Zippy, Doc Velocity, Closr, Chase File Manager, MSP430, HL Federated, Calyx Point, Microsoft Office, Type 70 wpm, Credit, Underwriting, Finance, Loans, Mortgage Lending, Refinance, Financial Risk, Loan Origination, Loss Mitigation, Mortgage Banking, Residential Mortgages, Sales
Education
Jacksonville State University 1987 — 1991
Music Education and Performance
Homewood High School 1984 — 1987
High School Diploma, General Studies
EMPOWER Retirement September 2014 - Present
J.P. Morgan April 2014 - September 2014
JPMorgan Chase June 2013 - April 2014
Farmers Insurance June 2011 - June 2013
Skills
PowerPoint, Sales Management, Microsoft Office, Cold Calling, Social Media, Legal Liability, Commercial Insurance, Sales, Insurance, Property & Casualty..., Marketing, Customer Service, Outlook, Microsoft Excel, Time Management, Social Media Marketing, Public Speaking, Facebook, Marketing Communications, Coaching, Team Building, Microsoft Word, Leadership Development, Workers Compensation, Negotiation, Account Management, Leadership
Education
University of Kansas 2007 — 2011
Bachelor of General Studies, Communication, General
Johnson County Community College 2004 — 2008
Associate's degree, General Studies
J.P. Morgan September 2014 - Present
UBS Global Asset Management July 2014 - September 2014
Villanova Undergraduate Student Managed Funds August 2013 - May 2014
Warner Music Group June 2013 - August 2013
KPMG UK July 2012 - August 2012
Insight Catastrophe Group June 2011 - August 2011
Weekapaug Fire District June 2008 - August 2010
Skills
Risk Analysis, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Equity Valuation, Data Analysis, Microsoft Word, PowerPoint, Access, Financial Modeling, Corporate Finance, SAP, Salesforce.com, SharePoint, Google Docs, Bloomberg, Finance, Leadership, Equity Trading, Teamwork, Equities, SQL, Microsoft SQL Server, VBA, Data Mining, QlikView, Microsoft Office
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
London School of Economics and Political Science 2012 — 2012
Economics
John Cabot University 2011 — 2011
Humanities
The Lawrenceville School 2007 — 2010
High School Diploma, Liberal Studies
J.P. Morgan September 2014 - Present
Goldman Sachs 2011 - Present
RBC Capital Markets June 2010 - September 2011
Anomaly March 2009 - May 2010
Crowe Chizek and Company September 2005 - January 2009
Crowe Horwath LLP September 2005 - January 2009
Skills
Data Aggregation, Financial Modeling, Derivatives, Finance, Capital Markets, Valuation, Portfolio Management, Investment Banking, Financial Risk, Equities, Financial Reporting, Banking, Auditing, Accounting
Education
John Carroll University 2001 — 2007
MBA, Accounting, Finance
John Carroll 2001 — 2005
BA, Accounting, Cum Laude
Westlake High School
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
JHL Company September 2012 - May 2013
JHL Company November 2009 - September 2012
Texans for Greg Abbott August 2005 - November 2009
Skills
Fundraising, Non-profits, Event Management, Public Relations, Marketing Communications, Project Management, Nonprofits, Marketing, Salesforce.com, Market Research, Social Media Marketing, Management, Social Media, Leadership, Project Planning, Strategic Planning
Education
Jones Graduate School of Business, Rice University 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2002 — 2006
Bachelor of Business Administration (BBA), Finance
J.P. Morgan November 2014 - Present
State Street Bank May 2013 - Present
Goldman Sachs October 2009 - February 2012
Skills
Financial Accounting, Financial Analysis, Business Strategy, Budgets, Analysis, Financial Modeling, Financial Reporting, Investments, Corporate Finance, Due Diligence, Forecasting, Project Management, Valuation, Mergers & Acquisitions, Private Equity, Risk Management, Accounting, Tax, Hedge Funds, Bloomberg
Education
Johnson and Wales University
iihem
J.P. Morgan August 2005 - Present
Unity School of Christianity August 2002 - August 2005
Avnet Electronics Marketing February 2000 - May 2002
Sprint February 1999 - February 2000
National Association of Insurance Comissioners December 1997 - February 1999
Informix Software January 1990 - December 1997
Emerson Electric Electronics & Space March 1988 - January 1990
Boeing Military Airplane Company May 1985 - March 1988
Skills
Leadership, Team Building, Incident Management, Problem Management, IT Service Management, SDLC, Unix, Java, Servlets, EJB, Enterprise Architecture, Linux, Websphere, Web Development, Business Analysis, Windows, Infrastructure, SQL, WebSphere Application..., Customer Service, Project Management
Education
Kansas State University 1982 — 1985
Bachelor of Science (BS), Electrical Engineering
Johnson County Community College 1980 — 1982
Associate of Arts (AA), Pre-Engineering
J.P. Morgan October 2013 - Present
Cambridge Associates June 2011 - September 2012
ARAMARK May 2010 - August 2010
Skills
Alternative Investments, Private Equity, Oracle SQL, Microsoft Excel, C++, Visio, Visual Basic, PeopleSoft, Microsoft Powerpoint, Analysis, Finance, PowerPoint, Investments, Economics, Financial Analysis
Education
James Madison University - College of Business 2006 — 2011
BBA, Finance, Computer Information Systems
Sodexo March 2015 - Present
ARAMARK January 2000 - February 2015
Lee Hecht Harrison 2014 - 2015
Jack & Jill of America 2008 - 2015
Jack & Jill of America 2008 - 2015
J.P. Morgan 2008 - 2014
Aramark July 2006 - January 2008
Aramark February 2004 - July 2006
Aramark January 2000 - February 2004
Fine Host Corp December 1998 - January 2000
Skills
Menu Development, Food Service, Multi-unit, Catering, Income Statement, Culinary Skills, ServSafe, Food & Beverage, Profit, Food, Restaurants, Food Safety, Restaurant Management, Food Preparation, Serve Safe Certified, Labor Control, Sanitation, Labor Management, Recipes, Culinary Management, Banquets, Inventory Management, Fine Dining, Cooking, Hospitality Management, Cuisine, Inventory Control, Hospitality, POS, Hiring, Menu Costing, P&L Management, Food Service Operations, Hospitality Industry, New Restaurant Openings, P, Multi-Unit, P&L, Leadership, Management, Training, Budgets, Customer Service, Team Building
Education
Johnson and Wales University 1992 — 1996
Bachelor of Arts (BA), Food Service Management / Hospitality
Johnson and Wales University 1992 — 1996
Associate of Science (AS), Culinary Arts/Chef Training
J.P. Morgan January 2011 - Present
AllianceBernstein June 2008 - July 2011
AllianceBernstein August 2006 - June 2008
UBS April 2005 - August 2006
UBS March 2004 - April 2005
UBS October 2001 - March 2004
Education
James Madison University 1997 — 2001
Marketing Information Systems
Covance February 2015 - February 2015
Chase 2012 - September 2013
Chase 2010 - 2012
J.P. Morgan January 2009 - December 2010
J.P. Morgan August 2006 - December 2008
Morgan Stanley July 2003 - July 2006
Conde Nast (Formerly Fairchild Publications) March 2003 - May 2003
Johnson & Wales University September 2001 - May 2003
Skills
Financial Services, Strategy, Marketing Communications, Windows 7 & 8, MS..., Solid social media..., Ability to develop easy..., Strong quantitative..., Executive..., Strategic Communications, Marketing, Advertising, Social Media Marketing, Management, Leadership, Business Strategy, Social Media, Marketing Strategy, Public Relations
Education
Johnson & Wales University 2001 — 2003
MBA, Marketing
St. Xavier's College 1998 — 2001
Bachelor of Arts (B.A.), Economics
J.P. Morgan June 2009 - Present
Credit Suisse August 2008 - February 2009
Swiss American Securities (Member of Credit Suisse Group), New York, NY April 2000 - July 2008
Credit Suisse, Zurich, Switzerland January 2007 - June 2008
Skills
Financial Markets, Finance, ETFs, Trading, Capital Markets, Derivatives, Equities, Electronic Trading, Sales, Hedge Funds, Options, Equity Derivatives, Electronic Trading..., Trading Systems, Bloomberg, Fixed Income, Trading System, Series 7, Alternative Investments, Securities, Traders, Commodity, FINRA
Education
Ithaca College 1991 — 1995
Bachelor of Science, Finance
Foreside Financial Group, LLC July 2015 - Present
J.P. Morgan February 2015 - July 2015
J.P. Morgan February 2011 - January 2015
J.P. Morgan July 2008 - January 2011
State Street Corporation July 2007 - June 2008
Investors Bank & Trust September 2004 - July 2007
Merrill Lynch September 2003 - May 2004
Skills
Financial Analysis, Financial Modeling, Investments, Risk Management, Compliance, IRS Sub-Chapter M, 1940 Act, Financial Reporting, Budget Analysis, Budget Development, Form N-1A, People Management, Coaching, Staff Mentoring, Budget Proposals, ETFs, Financial Services, Financial Accounting, Management, Mutual Funds, Fund Accounting, Fund Administration, Finance, Financial Statements, Budgets, Hedge Funds
Education
Suffolk University - Sawyer School of Management 2005 — 2008
Master of Business Administration (M.B.A.)
Ithaca College 2000 — 2004
Bachelor of Science in Business Administration, Concentration in Finance and Management; Minor in Economics
PSP Investments March 2004 - Present
J.P. Morgan September 1986 - December 1991
Education
Richard Ivey School of Business 1984 — 1986
MBA, Finance
Memorial University of Newfoundland 1974 — 1979
Bachelor's Degree, Commerce, Honours
J.P. Morgan November 2011 - Present
GreensLedge Capital Markets October 2008 - November 2011
Precision Capital February 2007 - October 2008
PricewaterhouseCoopers January 2004 - January 2007
Education
James Madison University 1999 — 2003
Finance, International Business, Spanish
J.P. Morgan June 1995 - September 2014
Education
Johnson and Wales University
Great-West Retirement Services September 2014 - Present
J.P. Morgan May 2011 - August 2014
JP Morgan Retirement Plan Services L.L.C. September 1997 - August 2014
JP Morgan January 2005 - May 2011
JP Morgan Retirement Plan Services August 2001 - January 2005
Centennial Life Insurance August 1980 - August 1983
Skills
Investments, Trading, Securities, Internal Controls, Management, Financial Services, Asset Management, Financial Analysis, Risk Management, 401k, SDLC, Valuation
Education
Johnson County Community College 1990 — 1992
Assoc, General
CTA (Canadian Technology Accelerators) August 2015 - Present
DarcMatter January 2015 - Present
AGM Ventures November 2014 - Present
J.P. Morgan January 2013 - October 2014
Jefferies & Company June 2009 - September 2012
Merrill Lynch August 1997 - June 2009
Skills
Capital Markets, Fixed Income, Investment Banking, Alternative Investments, Equities, Financial Markets, Private Equity, Entrepreneurship, Start-ups, Venture Capital, Angel Investing, Interest Rate..., Hedging, Business Strategy, Due Diligence
Education
Ivey Business School at Western University 1995 — 1997
MBA
Lomonosov Moscow State University (MSU) 1988 — 1993
Master of Arts, Economics
DDR Corp. April 2011 - Present
Developers Diversified Realty March 2010 - April 2011
J.P. Morgan April 2008 - February 2010
Skills
Investments, Securities, Portfolio Management, Financial Analysis, REIT, Account Reconciliation, Finance, Insurance, Uniform Combined State..., Microsoft Excel, Budgets, Real Estate Economics, Customer Service, Outlook, Disposition
Education
John Carroll University 2003 — 2007
Business Administration, Finance
Muzinich & Co March 2015 - July 2015
Trilogy Global Advisors, LP October 2008 - August 2014
J.P. Morgan April 2008 - October 2008
Legg Mason Inc. – Clearbridge Advisors October 2006 - March 2008
Skills
Securities, Portfolio Management, Series 7, Derivatives, Hedge Funds, Asset Managment, Capital Markets, Asset Management, Equities, Options, Alternative Investments, Fixed Income, Investments, Bloomberg, Financial Analysis, Trading
Education
James Madison University 1997 — 2001
B.A., Marketing
JPMorgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan September 2011 - January 2014
BNP Paribas August 2006 - September 2011
SEI Investments August 2005 - August 2007
Skills
Domestic Operations, International Operations, Corporate Actions, Mergers & Acquisitions, Equities, Securities, Dividends, Optional Dividends, Agency Lending, Mutual Fund Settlement, Fixed Income, Bloomberg, Asset Services, DTC, Euroclear, Crest, Asset Management, Banking, Capital Markets, Derivatives, Financial Markets, Financial Services
Education
James Madison University 2002 — 2005
BBA, Finance
J.P. Morgan January 2013 - Present
JPMorgan Chase March 2010 - January 2013
JP Morgan Chase June 2008 - March 2010
Education
The University of Dallas 2007 — 2009
MBA, Finance
James Madison University 1997 — 2001
B.S., Integrated Science and Technology
Macquarie Group January 2010 - Present
J.P. Morgan 2006 - 2009
Bank of America 2004 - 2006
J.P. Morgan 1999 - 2004
Education
Ivey Business School at Western University
Master of Business Administration (M.B.A.)
Western University
Bachelor’s Degree, Economics
J.P. Morgan 2015 - Present
Incandescent Technologies April 2013 - Present
Incandescent Technologies, Inc. July 2010 - Present
Incandescent Technologies April 2011 - January 2013
Incandescent Technologies August 2010 - March 2011
Larsen and Toubro LLC October 2009 - July 2010
Citibank NA July 2008 - September 2009
Citibank October 2007 - June 2008
GLOBAL BILLING January 2007 - September 2007
i-flex Solutions Inc September 2004 - June 2006
Skills
Ab Initio, Data Warehousing, Autosys, Teradata, ETL, DB2, Unix Shell Scripting, Informatica, Unix, Data Integration, Oracle, Business Objects, PL/SQL, Databases, Business Intelligence
Education
Jadavpur University 1998 — 2002
BTech, Instrumentation and Electronics
Charlotte-Mecklenburg Schools August 2012 - Present
J.P. Morgan July 2005 - June 2012
Georgia Department of Corrections May 2004 - May 2005
Skills
Program Management, Team Building, Leadership, Public Speaking
Education
Johns Hopkins University School of Education 2015 — 2016
Master of Education (M.Ed.)
Winthrop University 2005 — 2007
Masters, Liberal Arts
The University of Georgia 1999 — 2004
Bachelors, Psychology
The University of Georgia 1999 — 2004
Criminal Justice
HSBC Global Banking and Markets 2010 - Present
J.P. Morgan 2008 - 2009
Bear Stearns 2007 - 2008
Bear Stearns 1998 - 2007
Skills
Sales, Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Investments, Valuation
Education
John Carroll University
Bachelor's Degree, Marketing
Amplify May 2015 - Present
J.P. Morgan September 2014 - April 2015
FIS - Fidelity Information Services March 2014 - September 2014
L&T Infotech July 2013 - March 2014
L&T Infotech July 2010 - July 2013
Wipro February 2010 - July 2010
Cognizant January 2007 - January 2010
Skills
Test Automation, Selenium, QTP, BDD, Quality Center, Test Management, Test Planning, Manual Testing, System Testing, Java, VBScript, Python, HP Quality Center, SDLC, SQL, Testing, Git
Education
Jawaharlal Nehru Technological University
Private Equity - Family Office August 2015 - Present
J.P. Morgan June 2012 - June 2015
J.P. Morgan May 2011 - August 2011
BNP Paribas May 2010 - August 2010
Focus Humanitarian Assistance July 2009 - August 2009
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
Bachelor of Arts, Honors Business Administration
The University of Western Ontario 2008 — 2010
Management & Organizational Studies, Finance and Administration
J.P. Morgan February 2011 - March 2015
Infosys September 2005 - February 2011
Skills
Unix, WebSphere Message Broker, WebSphere MQ, XML, Java, WebSphere Application..., Python, Informatica..., Mule ESB, Qpid, PL/SQL, Java Enterprise Edition, Solution Architecture
Education
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
Raghu Jr College 1999 — 2001
Intermediate, MPC
Valley Anesthesiology Consultants, Ltd September 1999 - Present
J.P. Morgan June 1987 - September 1989
Skills
Interventional Pain..., Anesthesiology, Subspecialty..., Liver Transplant..., Pain Management, Clinical Research, Board Certified, Anesthesia, Medical Education, Medicine, Regional Anesthesia, Critical Care Medicine, Physicians, General Anesthesia, Airway Management, Acute Pain Management, Pediatrics
Education
Cleveland Clinic Foundation 2008 — 2009
Pain Management Fellowship
The Johns Hopkins University School of Medicine 2005 — 2008
Anesthesiology Residency Program
Jefferson Medical College of Thomas Jefferson University 1990 — 1994
Doctor of Medicine (MD)
New York University - Leonard N. Stern School of Business 1987 — 1989
Master of Science (MS), Accounting
Swarthmore College 1983 — 1987
Bachelor of Arts (BA), Economics
J.P. Morgan May 2014 - Present
Goldman Sachs June 2012 - May 2013
Goldman Sachs March 2011 - June 2012
Goldman Sachs March 2010 - March 2011
Goldman Sachs January 2008 - March 2010
Goldman Sachs January 2006 - January 2008
Goldman Sachs November 2001 - January 2006
ING May 2000 - September 2001
UBS Investment Bank October 1998 - May 2000
Skills
Prime Brokerage, Operations Management, Fixed Income, Recruiting, Client Liaison, Building Relationships, Business Strategy, Risk Management, Investment Banking, Securities, Compliance, Training, Procedure Development, Process Improvement, Problem Solving, Leadership, Trading Systems, Valuation, FX Options, Settlement, Electronic Trading, Financial Markets, Derivatives, Back Office, Business Continuity..., Bloomberg, Emerging Markets, Financial Risk, Operational Risk, Capital Markets, Hedge Funds, Equity Derivatives, Trading, Swaps, Options, Credit Risk, Bonds, Corporate Actions, Structured Products, Interest Rate..., Collateral Management, Financial Services, Credit Derivatives, Alternative Investments, Equity Trading, CDS, Market Data
Education
New York University 2013 — 2014
Certificate, International Banking Risk and Regulation
Johnson and Wales University 1994 — 1998
Bachelor of Science (BS), International Business
Saint Petersburg State University of Finance and Economics
International Business
Queen Sofia Spanish Institute
Spanish
Technical Institute of America
Certification of Completion in Microsoft Excel Basic, Excel Expert and PowerPoint
BlackRock November 2014 - Present
Barclays July 2014 - Present
J.P. Morgan April 2013 - January 2014
Rhode Island Association of Realtors May 2012 - May 2012
Skills
Quickbooks, Financial Reporting, Tax, Excel, Financial Accounting, Auditing, Word, Tax Preparation, Microsoft Dynamics, Google Docs, PowerPoint, Access, Non-for-profit..., QuickBooks, Microsoft Excel, Financial Analysis, Finance, Internal Controls, Microsoft Word, Budgets, Accounting, Account Reconciliation, Analysis
Education
Johnson & Wales University 2009 — 2012
Accounting/Finance
Stone Point Capital August 2014 - Present
Citi June 2013 - August 2014
Onex April 2012 - August 2012
J.P. Morgan May 2011 - September 2011
Ontario Power Generation June 2010 - September 2010
Ontario Power Generation July 2009 - September 2009
Skills
Bloomberg Terminal, SAP, salesforce, Capital IQ, VBA, Financial Analysis, Financial Modeling, Salesforce.com, Microsoft Excel, Finance, Investment Banking, Private Equity, Mergers & Acquisitions, Corporate Finance, Capital Markets, Bank Mergers, Business Networking
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2013
HBA
Royal St. George's College 2001 — 2009
High School
Bank of America May 2015 - Present
J.P. Morgan October 2014 - May 2015
J.P. Morgan Asset Management July 2011 - October 2014
Johnson C. Smith University October 2009 - May 2011
Nationwide Insurance May 2010 - August 2010
Johnson & Johnson June 2009 - August 2009
Skills
Blogging, Agile Methodologies, Java, Microsoft Office, Mac OS, Quality Center, Adobe LiveCycle Designer, Vendor Relationships, Process Management, JIRA, SharePoint, XP, Web Services, Oracle, SQL, Testing, Visual Basic, Windows XP, HP Quality Center
Education
Johnson C. Smith University - JCSU 2007 — 2011
Bachelor of Science (BS), Bachelor of Science in Computer Science Information Systems
DST March 2007 - October 2010
J.P. Morgan October 2006 - March 2007
DST June 2004 - July 2006
Sprint August 2003 - May 2004
Sprint October 2001 - February 2002
Sprint August 2001 - October 2001
Sprint July 2001 - October 2001
Sprint November 2000 - July 2001
Sprint February 2000 - November 2000
Sprint April 1998 - December 1999
Education
Johnson County Community College
Missouri Institute of Technology
Computer Science for BusinessB.S.C.S
State Street September 2015 - Present
KForce Professional Staffing November 2013 - August 2015
State Street April 2011 - November 2013
J.P. Morgan September 2010 - March 2011
Boston Children's Hospital October 2009 - June 2010
J.P. Morgan February 2007 - June 2009
State Street October 2005 - February 2007
John Hancock Financial Services September 1998 - July 2003
John Hancock Financial Services March 1996 - August 1998
John Hancock Financial Services September 1992 - March 1996
Skills
Fund Administration, Bloomberg, System Conversion, Project Management, Computer Program, System Merger and Life..., Financial Reporting, Mutual Funds, Portfolio Management, Strategic Financial..., Analysis, Auditing, Investments, Cash Flow
Education
Northeastern University 2014 — 2016
Master of Business Administration (M.B.A.)
Northeastern University 1989 — 1991
Bachelor's Degree
Jinan University
Bachelor's Degree
J.P. Morgan June 2005 - Present
Skills
Equity Derivatives, Equities, Derivatives, Risk Management
Education
Richard Ivey School of Business 2004 — 2006
HBA, Finance
St. George's
BDO USA, LLP October 2013 - Present
BDO USA, LLP January 2012 - September 2013
J.P. Morgan August 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Chinese, US GAAP, SEC filings, Caseware, IFRS, OMB Circular A-133, Translation, Financial Statements
Education
James Madison University 2010 — 2011
Master of Science (M.S.), Accounting
James Madison University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
J.P. Morgan July 2013 - Present
Paladyne Systems, Inc. November 2012 - July 2013
Goldman Sachs 2007 - 2012
Goldman Sachs 2005 - 2007
Goldman Sachs 2003 - 2005
Deutsche Bank 2001 - 2003
Education
NYU Stern School of Business 2005 — 2008
MBA
James Madison University - College of Business 1996 — 2000
BBA
Great-West Financial May 2015 - Present
J.P. Morgan July 2012 - April 2015
Waddell & Reed June 2011 - August 2011
Skills
Financial Analysis, Investments, Portfolio Management, Finance, Equities, Value Investing, Short Seller, Financial Modeling, Valuation, Series 7, Series 6, Series 63, Options Strategies
Education
Johnson & Wales University-Denver 2008 — 2012
Bachelor’s Degree, Management
BMO Capital Markets 2011 - Present
GE Capital 2008 - 2011
J.P. Morgan 2000 - 2008
Skills
Investment Banking, Capital Markets, Leveraged Finance, Leveraged Loans, High Yield Bonds, LBO, Private Equity, Corporate Finance, Credit Analysis
Education
The University of Western Ontario - Richard Ivey School of Business
Master of Business Administration (MBA)
University of Manitoba, Faculty of Law
Doctor of Law (JD)
University of Toronto
Bachelor of Science (BSc)
USDA September 2012 - Present
USDA May 2012 - August 2012
J.P. Morgan June 2011 - April 2012
USDA December 2009 - March 2010
Astrosoft technologies October 2008 - January 2009
Tata Consultancy Services August 2004 - January 2008
Skills
Java, Spring, Struts, iBatis, Hibernate, jQuery, JSP, JUnit, JDBC, Servlets, JavaScript, Subversion, JIRA, Java Enterprise Edition, Maven
Education
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science and Information Technology
Highstar Capital September 2013 - Present
J.P. Morgan July 2008 - September 2013
EY August 2007 - June 2008
EY September 2004 - July 2007
Skills
Alternative Investments, Hedge Funds, Private Equity
Education
James Madison University
sendwithus January 2014 - Present
Pacific Global Advisors August 2011 - January 2014
J.P. Morgan June 2007 - August 2011
Skills
Fixed Income, Derivatives, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Trading, Capital Markets, Equity Derivatives, Valuation, Management, Hedge Funds, Investment Banking, Bloomberg, Investments
Education
Ivey Business School at Western University 2003 — 2007
HBA
AAMCO Transmissions and Total Car Care May 2010 - Present
AAMCO Transmissions and Total Car Care May 2010 - Present
J.P. Morgan May 2004 - July 2008
Jiffy Lube International April 1996 - April 2004
Skills
Automotive, Vehicles, Automotive Aftermarket, Automobile, Automotive Repair, Parts, Customer Satisfaction, Sales Management, Profit, Continuous Improvement, Purchasing, Sales, Team Building, Lean Manufacturing, Powertrain
Education
Johnson County Community College 1999 — 2001
Associate's degree, Accounting and Finance