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
Dustie Mejia Dustie Mejia's J.P. Morgan Experience April 2013 - September 2013
Job Office Manager at Eric MeHaffey Inc.
Industry Consumer Services
Experience
Eric MeHaffey Inc. June 2014 - Present
J.P. Morgan April 2013 - September 2013
Café Sebastienne at the Kemper Museum of Contemporary Art May 2011 - December 2012
Citi August 2005 - April 2010
Skills
Customer Service, Sales, Sales Management, Account Management, Customer Satisfaction, Team Building, Microsoft Office, Direct Sales, Negotiation, Retail, Customer Retention, Strategic Planning, Microsoft Excel, Sales Process, Microsoft Word, Accounts Receivable, Management, Account Reconciliation, Invoicing, Data Entry
Education
Metropolitan Community College-Penn Valley
Associate's degree, Business/Managerial Economics
Eric MeHaffey Inc. June 2014 - Present
J.P. Morgan April 2013 - September 2013
Café Sebastienne at the Kemper Museum of Contemporary Art May 2011 - December 2012
Citi August 2005 - April 2010
Skills
Customer Service, Sales, Sales Management, Account Management, Customer Satisfaction, Team Building, Microsoft Office, Direct Sales, Negotiation, Retail, Customer Retention, Strategic Planning, Microsoft Excel, Sales Process, Microsoft Word, Accounts Receivable, Management, Account Reconciliation, Invoicing, Data Entry
Education
Metropolitan Community College-Penn Valley
Associate's degree, Business/Managerial Economics
Dean Richmond Dean Richmond's J.P. Morgan Experience 1993 - 1994
Job Developing Industry Leading Products and Services for the Digital World. For the America's and beyond.
Industry Consumer Electronics
Experience
Toshiba 2014 - Present
Sony Electronics 2010 - 2014
Sony Electronics 2004 - 2010
Sony Electronics 2001 - 2004
Sony Electronics 1999 - 2001
Microsoft 1998 - 1999
SGI 1997 - 1998
E*TRADE Financial 1997 - 1998
Old National Bank 1994 - 1996
J.P. Morgan 1993 - 1994
Skills
Cross-functional Team..., Product Management, Product Marketing, Strategy, Consumer Electronics, CRM, Vendor Management, Management, Business Development, Customer Satisfaction, Customer Experience, Competitive Analysis, Leadership, Product Development, Retail, New Business Development, Strategic Partnerships, Program Management, Project Management, Process Improvement, Sales Management, Forecasting, Business Planning, Business Strategy, Inventory Management, Supply Chain Management, Sales, Team Leadership, Customer Service, Extended Warranty, Six Sigma, Partner Management, Software Project...
Education
University of California, Los Angeles 1999 — 2001
Certification Programs, Technology Management and Project Management
Stanford University 1998 — 1999
Masters of Liberal Arts - How to Start a Start-Up
Miami University 1995 — 1995
Certification Program, Kettering Foundation - Art of Deliberation
Wittenberg University
Bachelor's degree, Business Administration and Management, Finance
Toshiba 2014 - Present
Sony Electronics 2010 - 2014
Sony Electronics 2004 - 2010
Sony Electronics 2001 - 2004
Sony Electronics 1999 - 2001
Microsoft 1998 - 1999
SGI 1997 - 1998
E*TRADE Financial 1997 - 1998
Old National Bank 1994 - 1996
J.P. Morgan 1993 - 1994
Skills
Cross-functional Team..., Product Management, Product Marketing, Strategy, Consumer Electronics, CRM, Vendor Management, Management, Business Development, Customer Satisfaction, Customer Experience, Competitive Analysis, Leadership, Product Development, Retail, New Business Development, Strategic Partnerships, Program Management, Project Management, Process Improvement, Sales Management, Forecasting, Business Planning, Business Strategy, Inventory Management, Supply Chain Management, Sales, Team Leadership, Customer Service, Extended Warranty, Six Sigma, Partner Management, Software Project...
Education
University of California, Los Angeles 1999 — 2001
Certification Programs, Technology Management and Project Management
Stanford University 1998 — 1999
Masters of Liberal Arts - How to Start a Start-Up
Miami University 1995 — 1995
Certification Program, Kettering Foundation - Art of Deliberation
Wittenberg University
Bachelor's degree, Business Administration and Management, Finance
Robert Mellman Robert Mellman's J.P. Morgan Experience Senior EconomistJ.P. Morgan1985 - Present
Job Senior Economist, Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan Senior EconomistJ.P. Morgan1985 - Present
JP Morgan 1985 - Present
Education
MIT 1970 — 1975
Doctor of Philosophy (PhD), Economics
Swarthmore College 1966 — 1970
Bachelor of Arts (B.A.), Economics
J.P. Morgan Senior EconomistJ.P. Morgan1985 - Present
JP Morgan 1985 - Present
Education
MIT 1970 — 1975
Doctor of Philosophy (PhD), Economics
Swarthmore College 1966 — 1970
Bachelor of Arts (B.A.), Economics
Stephanie O'Dear Stephanie O'Dear's J.P. Morgan Experience February 2014 - October 2014
Job Head of Marketing, Retirement Solutions Group at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement November 2014 - Present
J.P. Morgan February 2014 - October 2014
J.P. Morgan June 2011 - January 2014
Martech January 2009 - May 2011
SPACES magazine 2006 - 2010
The Cosmopolitan Group 2002 - 2007
Lyric Opera of Kansas City 2005 - 2006
Skills
Business Development, Public Speaking, Executive Team, Creative Management, Collaborative Leadership, Sales Force Development, Sales Management, Strategic Communications, Marketing Strategy, Strategy, Management, Brand Development, CRM, Leadership, Marketing, Project Planning, Program Management, New Business Development, Negotiation, Business Strategy, Creative Direction, Strategic Planning, Budgets, Sales, Team Leadership, Business Analysis, Direct Mail, Direct Marketing, Fundraising, Marketing Communications, Product Development, Public Relations, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Northwestern University - Kellogg School of Management 2009 — 2009
University of Missouri-Columbia 1987 — 1992
B.J. with Honors
North Kansas City High School 1983 — 1987
EMPOWER Retirement November 2014 - Present
J.P. Morgan February 2014 - October 2014
J.P. Morgan June 2011 - January 2014
Martech January 2009 - May 2011
SPACES magazine 2006 - 2010
The Cosmopolitan Group 2002 - 2007
Lyric Opera of Kansas City 2005 - 2006
Skills
Business Development, Public Speaking, Executive Team, Creative Management, Collaborative Leadership, Sales Force Development, Sales Management, Strategic Communications, Marketing Strategy, Strategy, Management, Brand Development, CRM, Leadership, Marketing, Project Planning, Program Management, New Business Development, Negotiation, Business Strategy, Creative Direction, Strategic Planning, Budgets, Sales, Team Leadership, Business Analysis, Direct Mail, Direct Marketing, Fundraising, Marketing Communications, Product Development, Public Relations, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Northwestern University - Kellogg School of Management 2009 — 2009
University of Missouri-Columbia 1987 — 1992
B.J. with Honors
North Kansas City High School 1983 — 1987
Leopoldo Gonzalez Leopoldo Gonzalez's J.P. Morgan Experience January 1999 - December 2002
Job Managing Director at Whiteside Capital Partners
Industry Oil & Energy
Experience
Whiteside Capital Partners January 2014 - Present
MarcoPolo Capital Partners January 2003 - December 2013
J.P. Morgan January 1999 - December 2002
McKinsey & Company August 1994 - June 1996
Skills
Oil/Gas, Energy, Business Strategy, Negotiation, Business Development, Business Planning, Mergers & Acquisitions, Private Equity, Due Diligence, Joint Ventures, Portfolio Management, Equity Research, Financial Analysis, Financial Accounting, Cross-border...
Education
Massachusetts Institute of Technology 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Economics
Universidad Iberoamericana, Ciudad de México 1990 — 1994
Bachelor of Science (BS), Chemical Engineering
Green Hills School
Whiteside Capital Partners January 2014 - Present
MarcoPolo Capital Partners January 2003 - December 2013
J.P. Morgan January 1999 - December 2002
McKinsey & Company August 1994 - June 1996
Skills
Oil/Gas, Energy, Business Strategy, Negotiation, Business Development, Business Planning, Mergers & Acquisitions, Private Equity, Due Diligence, Joint Ventures, Portfolio Management, Equity Research, Financial Analysis, Financial Accounting, Cross-border...
Education
Massachusetts Institute of Technology 1996 — 1998
Master of Business Administration (M.B.A.), Finance and Economics
Universidad Iberoamericana, Ciudad de México 1990 — 1994
Bachelor of Science (BS), Chemical Engineering
Green Hills School
Yanre Wu Yanre Wu's J.P. Morgan Experience
Job Student at University of Virginia
Industry Financial Services
Experience
J.P. Morgan
Skills
Microsoft Excel, PowerPoint, Matlab, Chinese, Research, Teamwork, Social Media, Drinking Water, Affordable Housing, Data Analysis, Microsoft Office, Financial Analysis
Education
McIntire School of Commerce 2013 — 2015
Bachelor of Science (B.S.), Finance, General
University of Virginia 2012 — 2015
Bachelor of Science (B.S.), Finance, General
J.P. Morgan
Skills
Microsoft Excel, PowerPoint, Matlab, Chinese, Research, Teamwork, Social Media, Drinking Water, Affordable Housing, Data Analysis, Microsoft Office, Financial Analysis
Education
McIntire School of Commerce 2013 — 2015
Bachelor of Science (B.S.), Finance, General
University of Virginia 2012 — 2015
Bachelor of Science (B.S.), Finance, General
Mack Santora Mack Santora's J.P. Morgan Experience July 2013 - Present
Job Corporate Analyst Development Program at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan July 2013 - Present
Phi Kappa Psi - Ohio Lambda December 2011 - December 2012
JPMorgan Chase June 2012 - August 2012
Northwestern Mutual May 2011 - December 2011
Phi Kappa Psi Fraternity December 2010 - December 2011
Miami University June 2010 - August 2010
Miami University Entreprenuership September 2009 - March 2010
Monex May 2009 - June 2009
Education
Miami University 2009 — 2013
Bachelor's degree, Finance, Entrepreneurship
St. Margaret's Episcopal School
J.P. Morgan July 2013 - Present
Phi Kappa Psi - Ohio Lambda December 2011 - December 2012
JPMorgan Chase June 2012 - August 2012
Northwestern Mutual May 2011 - December 2011
Phi Kappa Psi Fraternity December 2010 - December 2011
Miami University June 2010 - August 2010
Miami University Entreprenuership September 2009 - March 2010
Monex May 2009 - June 2009
Education
Miami University 2009 — 2013
Bachelor's degree, Finance, Entrepreneurship
St. Margaret's Episcopal School
Kathleen Watson- Wilkin Kathleen Watson- Wilkin's J.P. Morgan Experience August 1997 - June 1999
Job Director Career Education at SunEd Charter High School
Industry Education Management
Experience
SunEd High School February 2013 - Present
SunEd Charter High School February 2013 - Present
University of Fort Lauderdale February 2011 - February 2013
Financial Industry Regulatory Authority June 1999 - January 2011
J.P. Morgan August 1997 - June 1999
Skills
Training, Team Building, Teaching, Staff Development, Leadership Development, Data Analysis, Educational Technology, Admissions, Higher Education, Strategic Planning, Public Speaking, Policy, Enrollment Management, Educational Leadership, Analysis, Social Media, Career Development, Editing, Entrepreneurship, E-Learning, Research, Student Recruiting, Instructional Design, Coaching, Adult Education, Curriculum Development, Nonprofits
Education
Saint Joseph's College 2002 — 2005
Master of Business Administration (M.B.A.) /Management, Business Administration and Management, General
Metropolitan College of New York 1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
SunEd High School February 2013 - Present
SunEd Charter High School February 2013 - Present
University of Fort Lauderdale February 2011 - February 2013
Financial Industry Regulatory Authority June 1999 - January 2011
J.P. Morgan August 1997 - June 1999
Skills
Training, Team Building, Teaching, Staff Development, Leadership Development, Data Analysis, Educational Technology, Admissions, Higher Education, Strategic Planning, Public Speaking, Policy, Enrollment Management, Educational Leadership, Analysis, Social Media, Career Development, Editing, Entrepreneurship, E-Learning, Research, Student Recruiting, Instructional Design, Coaching, Adult Education, Curriculum Development, Nonprofits
Education
Saint Joseph's College 2002 — 2005
Master of Business Administration (M.B.A.) /Management, Business Administration and Management, General
Metropolitan College of New York 1996 — 1999
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Suzanne DeTore Suzanne DeTore's J.P. Morgan Experience June 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan January 2013 - January 2013
ABRY Partners June 2012 - August 2012
Communications Media Advisors January 2012 - January 2012
Education
M.I.T. 2010 — 2014
Management
Weston High School 2006 — 2010
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan January 2013 - January 2013
ABRY Partners June 2012 - August 2012
Communications Media Advisors January 2012 - January 2012
Education
M.I.T. 2010 — 2014
Management
Weston High School 2006 — 2010
Christopher Kalafatis Christopher Kalafatis's J.P. Morgan Experience July 2012 - Present
Job J. P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan July 2012 - Present
Johnson & Johnson and Zimmer Holdings INC. August 2009 - July 2012
United States Marine Corps 2006 - 2009
United States Marine Corps 2004 - 2006
United States Marine Corps 2001 - 2004
Skills
Training, Project Management, Military Experience, Medical Devices, Project Planning, Wealth Management, Estate Planning, Private Banking, Lines Of Credit, Multi-generational...
Education
Regis University 2006 — 2009
MBA, Business Management
Miami University 1995 — 2000
BA, Sociology, Marketing
Shaker Heights High School
J.P. Morgan July 2012 - Present
Johnson & Johnson and Zimmer Holdings INC. August 2009 - July 2012
United States Marine Corps 2006 - 2009
United States Marine Corps 2004 - 2006
United States Marine Corps 2001 - 2004
Skills
Training, Project Management, Military Experience, Medical Devices, Project Planning, Wealth Management, Estate Planning, Private Banking, Lines Of Credit, Multi-generational...
Education
Regis University 2006 — 2009
MBA, Business Management
Miami University 1995 — 2000
BA, Sociology, Marketing
Shaker Heights High School
Erica Stern Heftye Erica Stern Heftye's J.P. Morgan Experience May 2005 - August 2007
Job Senior Finance Manager, Global at WilliamsSonoma, Inc.
Industry Retail
Experience
Williams-Sonoma, Inc. June 2013 - Present
PepsiCo July 2011 - June 2013
PepsiCo June 2010 - July 2011
PepsiCo May 2008 - June 2010
J.P. Morgan May 2005 - August 2007
Quadriga Asset Management S.A. September 2004 - March 2005
Quadriga Asset Management Inc. August 2002 - August 2004
National Basketball Association January 2002 - August 2002
Skills
Financial Modeling, Microsoft Excel, Strategic Financial..., Financial Analysis, Problem Solving, Competitive Analysis, Forecasting, Corporate Finance, Analysis, Financial Reporting
Education
McGill University 2007 — 2008
Post Baccalaureate, Economics
Roanoke College 1997 — 2001
Bachelor of Science (B.S.), Mathematics
Williams-Sonoma, Inc. June 2013 - Present
PepsiCo July 2011 - June 2013
PepsiCo June 2010 - July 2011
PepsiCo May 2008 - June 2010
J.P. Morgan May 2005 - August 2007
Quadriga Asset Management S.A. September 2004 - March 2005
Quadriga Asset Management Inc. August 2002 - August 2004
National Basketball Association January 2002 - August 2002
Skills
Financial Modeling, Microsoft Excel, Strategic Financial..., Financial Analysis, Problem Solving, Competitive Analysis, Forecasting, Corporate Finance, Analysis, Financial Reporting
Education
McGill University 2007 — 2008
Post Baccalaureate, Economics
Roanoke College 1997 — 2001
Bachelor of Science (B.S.), Mathematics
Linda Rand-Mills Linda Rand-Mills's J.P. Morgan Experience September 1987 - April 1988
Job Associate at Legal Shield, Inc.
Industry Education Management
Experience
Legal Shield, Inc. 2012 - Present
NYC Department of Education January 1979 - February 2001
Johnson & Higgins April 1988 - October 1988
J.P. Morgan September 1987 - April 1988
Skills
Medgar Evers College, Liberal Arts, Kingsborough Community..., Secretarial Science, Took my courses there;, Payroll and Personnel
Education
Belford University 2007 — 2009
Masters in Business Administration, Human Resource Management
Metropolitan College of New York 1982 — 1987
Most of my courses in:, Human Services
Legal Shield, Inc. 2012 - Present
NYC Department of Education January 1979 - February 2001
Johnson & Higgins April 1988 - October 1988
J.P. Morgan September 1987 - April 1988
Skills
Medgar Evers College, Liberal Arts, Kingsborough Community..., Secretarial Science, Took my courses there;, Payroll and Personnel
Education
Belford University 2007 — 2009
Masters in Business Administration, Human Resource Management
Metropolitan College of New York 1982 — 1987
Most of my courses in:, Human Services
Nakisha Clark Nakisha Clark's J.P. Morgan Experience September 2005 - May 2006
Job IT Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
LPL Financial February 2013 - October 2014
City of Charlotte August 2007 - February 2013
Bank of America February 2007 - August 2007
Wells Fargo Home Mortgage May 2006 - June 2006
J.P. Morgan September 2005 - May 2006
Align November 2004 - September 2005
Educational Testing Service (ETS) February 2004 - September 2005
Education Testing Services February 2004 - October 2004
Tommy Hilfiger September 2000 - November 2003
Skills
Vendor Management, ITIL, IT Operations, IT Management, Business Process..., Program Management, IT Strategy, Visio, Avaya CMS, Verint WFM, Avaya Interaction Center, Avaya Operational..., Cognos Administrator 7.4, Use Case Diagrams, Business Analysis, Cross-functional Team..., System Integration..., Data Integration, Solution Implementation, Contact Center..., Call Center..., Call Center Architecture, Systems Analysis, System Design, Open Source Integration, Cost Reduction Planning, Information Management, Information Systems..., CiscoWorks, Cisco Routing &..., Cisco Routers, Cisco Call Manager, Avaya AES, Avaya Aura, Avaya Site..., Problem Management, Collaboration Solutions, MS Project, Software Project..., Project Delivery, Multiple Project..., Leadership, SDLC, Avaya, VoIP, Telephony, IVR, Telecommunications, Call Centers, Technical Support
Education
Syracuse University 2010 — 2012
Master of Science (M.S.)
Global Knowledge 2013 — 2013
Certification
APM Group 2012 — 2012
Certificate
The Employers Association 2008 — 2012
Certificate
Verint University 2010 — 2012
Certificate
Avaya University 2007 — 2010
Certificate
DeVry University 1998 — 2003
Bachelors
AmTech Academy 2001 — 2001
Certificate
Mercer County Community College 1997 — 1998
Associates in Criminal Justice
Trenton High School 1989 — 1992
Diploma
Wells Fargo October 2014 - Present
LPL Financial February 2013 - October 2014
City of Charlotte August 2007 - February 2013
Bank of America February 2007 - August 2007
Wells Fargo Home Mortgage May 2006 - June 2006
J.P. Morgan September 2005 - May 2006
Align November 2004 - September 2005
Educational Testing Service (ETS) February 2004 - September 2005
Education Testing Services February 2004 - October 2004
Tommy Hilfiger September 2000 - November 2003
Skills
Vendor Management, ITIL, IT Operations, IT Management, Business Process..., Program Management, IT Strategy, Visio, Avaya CMS, Verint WFM, Avaya Interaction Center, Avaya Operational..., Cognos Administrator 7.4, Use Case Diagrams, Business Analysis, Cross-functional Team..., System Integration..., Data Integration, Solution Implementation, Contact Center..., Call Center..., Call Center Architecture, Systems Analysis, System Design, Open Source Integration, Cost Reduction Planning, Information Management, Information Systems..., CiscoWorks, Cisco Routing &..., Cisco Routers, Cisco Call Manager, Avaya AES, Avaya Aura, Avaya Site..., Problem Management, Collaboration Solutions, MS Project, Software Project..., Project Delivery, Multiple Project..., Leadership, SDLC, Avaya, VoIP, Telephony, IVR, Telecommunications, Call Centers, Technical Support
Education
Syracuse University 2010 — 2012
Master of Science (M.S.)
Global Knowledge 2013 — 2013
Certification
APM Group 2012 — 2012
Certificate
The Employers Association 2008 — 2012
Certificate
Verint University 2010 — 2012
Certificate
Avaya University 2007 — 2010
Certificate
DeVry University 1998 — 2003
Bachelors
AmTech Academy 2001 — 2001
Certificate
Mercer County Community College 1997 — 1998
Associates in Criminal Justice
Trenton High School 1989 — 1992
Diploma
Allen Cook's J.P. Morgan Experience July 2013 - May 2014
Job English Teaching Professional
Industry Higher Education
Experience
Jeong Hyeon Hwa Acadaemy June 2014 - Present
J.P. Morgan July 2013 - May 2014
Staples July 2008 - July 2013
Micro Center March 2008 - July 2008
CompUSA September 1997 - February 2008
Computer City January 1996 - September 1997
Skills
Japanese, Derivatives, Mandarin, Sales, English, Financial Modeling, Fixed Income, Investment Banking, Management, Equities, Financial Analysis, Analysis, Market Research, Customer Service, Time Management, Microsoft Office, Public Speaking, Research, Team Building, Leadership, Microsoft Word, Sales Management, Retail, Team Leadership, Coaching
Education
American TESOL Institute 2012 — 2013
Teaching English or French as a Second or Foreign Language
University of Denver 2010 — 2011
Chinese Language and Literature
Metropolitan State University of Denver 1995 — 2006
Bachelor's Degree, Business Administration and Management, General
Jeong Hyeon Hwa Acadaemy June 2014 - Present
J.P. Morgan July 2013 - May 2014
Staples July 2008 - July 2013
Micro Center March 2008 - July 2008
CompUSA September 1997 - February 2008
Computer City January 1996 - September 1997
Skills
Japanese, Derivatives, Mandarin, Sales, English, Financial Modeling, Fixed Income, Investment Banking, Management, Equities, Financial Analysis, Analysis, Market Research, Customer Service, Time Management, Microsoft Office, Public Speaking, Research, Team Building, Leadership, Microsoft Word, Sales Management, Retail, Team Leadership, Coaching
Education
American TESOL Institute 2012 — 2013
Teaching English or French as a Second or Foreign Language
University of Denver 2010 — 2011
Chinese Language and Literature
Metropolitan State University of Denver 1995 — 2006
Bachelor's Degree, Business Administration and Management, General
Andrés Miranda Andrés Miranda's J.P. Morgan Experience August 2012 - May 2015
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2015 - Present
J.P. Morgan August 2012 - May 2015
Banco de Chile July 2008 - July 2010
Citigroup April 2006 - June 2008
MASISA S July 2004 - March 2006
Skills
Treasury, Derivatives, Investment Banking, Mergers, Financial Analysis, Financial Modeling, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Pontificia Universidad Católica de Chile 1998 — 2004
Industrial & Electrical Civil Engineer, Industrial & Electrical Civil Engineer
Morgan Stanley May 2015 - Present
J.P. Morgan August 2012 - May 2015
Banco de Chile July 2008 - July 2010
Citigroup April 2006 - June 2008
MASISA S July 2004 - March 2006
Skills
Treasury, Derivatives, Investment Banking, Mergers, Financial Analysis, Financial Modeling, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Pontificia Universidad Católica de Chile 1998 — 2004
Industrial & Electrical Civil Engineer, Industrial & Electrical Civil Engineer
Clem Durham Jr. Clem Durham Jr.'s J.P. Morgan Experience November 2014 - Present
Job Associate, Compliance Officer at J.P. Morgan
Industry Legal Services
Experience
J.P. Morgan November 2014 - Present
American Express, Financial Intelligence Unit, General Counsel’s Office October 2011 - November 2014
EEOC June 2010 - August 2010
ALM Media, LLC May 2009 - August 2009
Skills
Research, Writing, Analysis, Litigation, Negotiation, Arbitration, Drafting Agreements, Legal, Communication, Bankruptcy, Corporate Law, Compliance, Regulatory Affairs, Microsoft Office, Civil Rights, Civil Litigation, Attorneys, Legal Compliance, OFAC
Education
Hofstra University School of Law 2008 — 2011
Juris Doctor (J.D.), Law
Rowan University 2005 — 2008
Bachelor of Arts (B.A.), Magna Cum Laude, Political Science and Government
J.P. Morgan November 2014 - Present
American Express, Financial Intelligence Unit, General Counsel’s Office October 2011 - November 2014
EEOC June 2010 - August 2010
ALM Media, LLC May 2009 - August 2009
Skills
Research, Writing, Analysis, Litigation, Negotiation, Arbitration, Drafting Agreements, Legal, Communication, Bankruptcy, Corporate Law, Compliance, Regulatory Affairs, Microsoft Office, Civil Rights, Civil Litigation, Attorneys, Legal Compliance, OFAC
Education
Hofstra University School of Law 2008 — 2011
Juris Doctor (J.D.), Law
Rowan University 2005 — 2008
Bachelor of Arts (B.A.), Magna Cum Laude, Political Science and Government
Spencer Williams's J.P. Morgan Experience June 2010 - August 2010
Job Associate at Wilson Sonsini Goodrich & Rosati
Industry Law Practice
Experience
Wilson Sonsini Goodrich & Rosati September 2014 - Present
GE Ventures June 2013 - August 2013
Wilson Sonsini Goodrich & Rosati June 2012 - August 2012
Weiss Asset Management May 2011 - July 2011
J.P. Morgan June 2010 - August 2010
Skills
Bloomberg, Excel, Microsoft Excel, Research, Legal Research, Microsoft Office, Legal Writing, PowerPoint, Microsoft Word, Financial Modeling, Stata, Data Analysis, Economics, Financial Analysis, Venture Capital, Private Equity, M &A
Education
Stanford Law School 2011 — 2014
JD
Massachusetts Institute of Technology 2007 — 2011
BS, Economics and Management Science
Wilson Sonsini Goodrich & Rosati September 2014 - Present
GE Ventures June 2013 - August 2013
Wilson Sonsini Goodrich & Rosati June 2012 - August 2012
Weiss Asset Management May 2011 - July 2011
J.P. Morgan June 2010 - August 2010
Skills
Bloomberg, Excel, Microsoft Excel, Research, Legal Research, Microsoft Office, Legal Writing, PowerPoint, Microsoft Word, Financial Modeling, Stata, Data Analysis, Economics, Financial Analysis, Venture Capital, Private Equity, M &A
Education
Stanford Law School 2011 — 2014
JD
Massachusetts Institute of Technology 2007 — 2011
BS, Economics and Management Science
Anwar Wilson's J.P. Morgan Experience February 2011 - Present
Job Private Client Banker ,Small Business Specialist,& Manager On Duty at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2011 - Present
AutoZone May 1999 - November 2010
Education
McNeese State University 1998 — 1999
St.Augustine High School 1993 — 1997
J.P. Morgan February 2011 - Present
AutoZone May 1999 - November 2010
Education
McNeese State University 1998 — 1999
St.Augustine High School 1993 — 1997
Doreen Hewitt Doreen Hewitt's J.P. Morgan Experience May 2000 - January 2007
Job Executive Assistant at The Miles Group
Industry Management Consulting
Experience
The Miles Group May 2013 - Present
McKinsey & Company January 2007 - February 2013
J.P. Morgan May 2000 - January 2007
AIG November 1996 - May 2000
Skills
Lotus Notes, Microsoft Office, Microsoft Excel, Budgets, Customer Service, Administrative..., Project Management, Office Management, Research, Strategic Planning, Social Media, Outlook, Program Management, Spreadsheets, Office Administration, Access, Hospitality, Coordination, PowerPoint, Event Planning, Event Management, Data Entry, Recruiting, Training, Leadership, Management, Microsoft Word, Administrative...
Education
Metropolitan College of New York 2002 — 2005
Bachelor's degree, Business Administration and Management, General
The Miles Group May 2013 - Present
McKinsey & Company January 2007 - February 2013
J.P. Morgan May 2000 - January 2007
AIG November 1996 - May 2000
Skills
Lotus Notes, Microsoft Office, Microsoft Excel, Budgets, Customer Service, Administrative..., Project Management, Office Management, Research, Strategic Planning, Social Media, Outlook, Program Management, Spreadsheets, Office Administration, Access, Hospitality, Coordination, PowerPoint, Event Planning, Event Management, Data Entry, Recruiting, Training, Leadership, Management, Microsoft Word, Administrative...
Education
Metropolitan College of New York 2002 — 2005
Bachelor's degree, Business Administration and Management, General
Natalie E Wilbeck Natalie E Wilbeck's J.P. Morgan Experience May 2010 - May 2014
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2014 - Present
J.P. Morgan May 2010 - May 2014
JPMorgan Chase December 2008 - May 2010
Skills
Financial Advisory, Investments, Financial Services, Equities, Client Services, Fixed Income, Mutual Funds, Securities, Banking, Relationship-building..., Asset Allocation, Wealth Transfer, Retirement Planning, Dependable Team Player, Proactive self-starter, Result Oriented, Investment Strategies, Insurance, Finance, Financial Analysis, Series 6
Education
University of Illinois at Chicago 2006 — 2008
Bachelor of Science (BS), Marketing
McHenry County College 2004 — 2006
Associate of Science (AS)
Wells Fargo Advisors, LLC June 2014 - Present
J.P. Morgan May 2010 - May 2014
JPMorgan Chase December 2008 - May 2010
Skills
Financial Advisory, Investments, Financial Services, Equities, Client Services, Fixed Income, Mutual Funds, Securities, Banking, Relationship-building..., Asset Allocation, Wealth Transfer, Retirement Planning, Dependable Team Player, Proactive self-starter, Result Oriented, Investment Strategies, Insurance, Finance, Financial Analysis, Series 6
Education
University of Illinois at Chicago 2006 — 2008
Bachelor of Science (BS), Marketing
McHenry County College 2004 — 2006
Associate of Science (AS)
Mircea Cernev Mircea Cernev's J.P. Morgan Experience May 2014 - August 2014
Job Incoming Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2014 - Present
DC DanceSport Academy September 2008 - June 2015
J.P. Morgan May 2014 - August 2014
East North Consulting June 2012 - September 2012
Revolution Prep April 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Stata, Research, Microsoft Excel, Microsoft Word, Data Analysis, Matlab, Public Speaking, Java, Statistics, SPSS, Spanish, Analysis, French, Economics
Education
McIntire School of Commerce 2013 — 2015
Bachelor of Science (B.S.) in Commerce, Business/Commerce
University of Virginia 2011 — 2015
Bachelor's of Science in Commerce, Bachelor of Arts in Economics, Minor in Psychology, Finance and Financial Management Services
JPMorgan Chase & Co. July 2014 - Present
DC DanceSport Academy September 2008 - June 2015
J.P. Morgan May 2014 - August 2014
East North Consulting June 2012 - September 2012
Revolution Prep April 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Stata, Research, Microsoft Excel, Microsoft Word, Data Analysis, Matlab, Public Speaking, Java, Statistics, SPSS, Spanish, Analysis, French, Economics
Education
McIntire School of Commerce 2013 — 2015
Bachelor of Science (B.S.) in Commerce, Business/Commerce
University of Virginia 2011 — 2015
Bachelor's of Science in Commerce, Bachelor of Arts in Economics, Minor in Psychology, Finance and Financial Management Services
Daniel Toca Daniel Toca's J.P. Morgan Experience July 2015 - Present
Job Senior Compliance Officer at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2015 - Present
Goldman Sachs June 2014 - July 2015
J.P. Morgan August 2013 - June 2014
David Lerner Associates, Inc. January 2013 - August 2013
FINRA January 2012 - May 2012
Hofstra Law Securities Arbitration Clinic August 2011 - May 2012
Anthony LoPresti Esq. May 2010 - September 2011
Merrill Lynch August 2008 - August 2009
Merrill Lynch 2007 - August 2008
Skills
Securities Regulation, Securities, Legal Writing, Legal Research, Westlaw, Corporate Law, FINRA, Due Diligence, Dodd-Frank, Series 7, Litigation, Civil Litigation, Commercial Litigation, Securities Litigation, Lexis, Corporate Governance, Courts, Series 24, Series 4, AML, Insider Trading, Market Manipulation, Section 5, Penny Stocks, SAR, SEC
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
St. Francis College 2003 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics
J.P. Morgan July 2015 - Present
Goldman Sachs June 2014 - July 2015
J.P. Morgan August 2013 - June 2014
David Lerner Associates, Inc. January 2013 - August 2013
FINRA January 2012 - May 2012
Hofstra Law Securities Arbitration Clinic August 2011 - May 2012
Anthony LoPresti Esq. May 2010 - September 2011
Merrill Lynch August 2008 - August 2009
Merrill Lynch 2007 - August 2008
Skills
Securities Regulation, Securities, Legal Writing, Legal Research, Westlaw, Corporate Law, FINRA, Due Diligence, Dodd-Frank, Series 7, Litigation, Civil Litigation, Commercial Litigation, Securities Litigation, Lexis, Corporate Governance, Courts, Series 24, Series 4, AML, Insider Trading, Market Manipulation, Section 5, Penny Stocks, SAR, SEC
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
St. Francis College 2003 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics
Joseph Berardo Joseph Berardo's J.P. Morgan Experience September 1993 - April 1994
Job Fixed Income Derivatives Markets Product Manager at IntercontinentalExchange
Industry Financial Services
Experience
IntercontinentalExchange, Inc. August 2006 - Present
Thomson TradeWeb August 2001 - August 2006
Bank of New York April 1994 - August 2001
J.P. Morgan September 1993 - April 1994
Skills
CDS, Derivatives, Bonds, Credit Derivatives, Credit, Equity Derivatives, Interest Rate..., Fixed Income, Bloomberg, Middle Office, Investments, Electronic Trading, Financial Risk, Trading
Education
Mercy College 1996 — 1999
Masters, Finance
Stony Brook University 1989 — 1993
BA, International Law
IntercontinentalExchange, Inc. August 2006 - Present
Thomson TradeWeb August 2001 - August 2006
Bank of New York April 1994 - August 2001
J.P. Morgan September 1993 - April 1994
Skills
CDS, Derivatives, Bonds, Credit Derivatives, Credit, Equity Derivatives, Interest Rate..., Fixed Income, Bloomberg, Middle Office, Investments, Electronic Trading, Financial Risk, Trading
Education
Mercy College 1996 — 1999
Masters, Finance
Stony Brook University 1989 — 1993
BA, International Law
Jenny Jieun Choi Jenny Jieun Choi's J.P. Morgan Experience July 2014 - Present
Job Associate, J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2014 - Present
MIT Sloan School of Management August 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Standard Chartered Bank June 2009 - July 2012
Hyundai Card / Capital January 2007 - May 2009
Education
MIT Sloan School of Management
Master of Business Administration (MBA)
연세대학교 / Yonsei University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
J.P. Morgan July 2014 - Present
MIT Sloan School of Management August 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Standard Chartered Bank June 2009 - July 2012
Hyundai Card / Capital January 2007 - May 2009
Education
MIT Sloan School of Management
Master of Business Administration (MBA)
연세대학교 / Yonsei University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Max Jahn's J.P. Morgan Experience 2004 - 2005
Job Chief Financial Officer at Neue Galerie New York
Industry Fine Art
Experience
Neue Galerie New York September 2011 - Present
Roland Berger 2010 - 2010
busuu.com 2010 - 2010
Merrill Lynch 2006 - 2009
J.P. Morgan 2004 - 2005
Skills
Strategic Partnerships, Strategy, Venture Capital, Private Equity, Mergers & Acquisitions, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Corporate Development, Investments, Finance, Restructuring, Analysis, Music, General Awesomeness, Due Diligence, Lifestyle
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
Master of Business Administration (MBA)
Vienna University of Economics and Business Administration 2000 — 2006
Magister
Universität Wien / University of Vienna 1999 — 2003
Master, Law
Neue Galerie New York September 2011 - Present
Roland Berger 2010 - 2010
busuu.com 2010 - 2010
Merrill Lynch 2006 - 2009
J.P. Morgan 2004 - 2005
Skills
Strategic Partnerships, Strategy, Venture Capital, Private Equity, Mergers & Acquisitions, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Corporate Development, Investments, Finance, Restructuring, Analysis, Music, General Awesomeness, Due Diligence, Lifestyle
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
Master of Business Administration (MBA)
Vienna University of Economics and Business Administration 2000 — 2006
Magister
Universität Wien / University of Vienna 1999 — 2003
Master, Law
Janae Frazier Janae Frazier's J.P. Morgan Experience June 1995 - February 2001
Job Director, Process Management, Corporate Actuarial Long Term Care at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2014 - Present
Prudential Financial April 2012 - July 2014
Prudential Financial September 2007 - April 2012
Prudential Financial August 2006 - March 2007
Prudential Financial February 2001 - August 2006
J.P. Morgan June 1995 - February 2001
American Management Systems June 1993 - June 1995
Skills
SDLC, IT Strategy, Requirements Analysis, Business Intelligence, PMO, Enterprise Architecture, Business Process, Software Project..., Requirements Gathering, Data Warehousing, Information Technology, Data Modeling, Systems Analysis, Visio, IT Management, ETL, Project Delivery, Resource Management, Software Development, MS Project, Databases, PL/SQL, Software Documentation, Business Requirements, Analysis, Testing, Change Management, Project Management, SQL, Data Analysis, Sarbanes-Oxley Act, User Acceptance Testing, Crystal Reports, Cognos
Education
Villanova University 2014 — 2015
Certified Professional, Business Intelligence
New York University 1995 — 1997
Graduate Certificate, Financial Markets
University of Pennsylvania 1991 — 1994
Master of Science (MS), Computer and Information Sciences
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1991
Bachelor of Science (BS), Management Information Systems
The Hewitt School 1983 — 1987
High School, Salutatorian
Prudential Financial July 2014 - Present
Prudential Financial April 2012 - July 2014
Prudential Financial September 2007 - April 2012
Prudential Financial August 2006 - March 2007
Prudential Financial February 2001 - August 2006
J.P. Morgan June 1995 - February 2001
American Management Systems June 1993 - June 1995
Skills
SDLC, IT Strategy, Requirements Analysis, Business Intelligence, PMO, Enterprise Architecture, Business Process, Software Project..., Requirements Gathering, Data Warehousing, Information Technology, Data Modeling, Systems Analysis, Visio, IT Management, ETL, Project Delivery, Resource Management, Software Development, MS Project, Databases, PL/SQL, Software Documentation, Business Requirements, Analysis, Testing, Change Management, Project Management, SQL, Data Analysis, Sarbanes-Oxley Act, User Acceptance Testing, Crystal Reports, Cognos
Education
Villanova University 2014 — 2015
Certified Professional, Business Intelligence
New York University 1995 — 1997
Graduate Certificate, Financial Markets
University of Pennsylvania 1991 — 1994
Master of Science (MS), Computer and Information Sciences
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1991
Bachelor of Science (BS), Management Information Systems
The Hewitt School 1983 — 1987
High School, Salutatorian
Matt Ziegler Matt Ziegler's J.P. Morgan Experience 2011 - 2011
Job Solutions Specialist at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless March 2013 - Present
T-Mobile February 2012 - March 2013
T-Mobile February 2012 - February 2013
J.P. Morgan 2011 - 2011
Skills
Account Management, Direct Sales, Sales, Wireless, Sales Operations
Education
McKendree College 2001 — 2005
Bachelor of Business Administration (BBA), Finance, Management
Verizon Wireless March 2013 - Present
T-Mobile February 2012 - March 2013
T-Mobile February 2012 - February 2013
J.P. Morgan 2011 - 2011
Skills
Account Management, Direct Sales, Sales, Wireless, Sales Operations
Education
McKendree College 2001 — 2005
Bachelor of Business Administration (BBA), Finance, Management
Rebecca Lin Rebecca Lin's J.P. Morgan Experience June 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
Skills
Investment Banking, Capital Markets, Investments, Finance, Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Matlab, Data Analysis, Public Speaking, Social Media, Statistics, Teaching, Customer Service, Event Planning
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science, Material Science and Engineering
Desert Mountain High School 2006 — 2010
J.P. Morgan June 2014 - Present
Skills
Investment Banking, Capital Markets, Investments, Finance, Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Matlab, Data Analysis, Public Speaking, Social Media, Statistics, Teaching, Customer Service, Event Planning
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science, Material Science and Engineering
Desert Mountain High School 2006 — 2010
John-Paul Towey's J.P. Morgan Experience November 2007 - August 2010
Job Senior Internal Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors August 2010 - Present
J.P. Morgan November 2007 - August 2010
C.H. Robinson June 2006 - November 2007
Skills
Business Development, Investments, Risk Management, Sales, Sales Operations, Marketing, Negotiation, Securities, Financial Advisory, Series 7, Mutual Funds, Asset Allocation, Series 63, Asset Management, Fixed Income, Equities, Wealth Management, Accounting, Investment Strategies
Education
Mercy College 2002 — 2006
Bachelor of Science (BS), International Business
Rutgers University 2001 — 2002
Northern Valley Regional High School Old Tappan
Allianz Global Investors August 2010 - Present
J.P. Morgan November 2007 - August 2010
C.H. Robinson June 2006 - November 2007
Skills
Business Development, Investments, Risk Management, Sales, Sales Operations, Marketing, Negotiation, Securities, Financial Advisory, Series 7, Mutual Funds, Asset Allocation, Series 63, Asset Management, Fixed Income, Equities, Wealth Management, Accounting, Investment Strategies
Education
Mercy College 2002 — 2006
Bachelor of Science (BS), International Business
Rutgers University 2001 — 2002
Northern Valley Regional High School Old Tappan
Tony Solano Jr.'s J.P. Morgan Experience May 2014 - Present
Job Hedge Fund Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
Columbus Hospitality Group January 2014 - April 2014
Dimension Capital Management October 2012 - January 2014
Miami-Dade County Finance Department (Accounts Payable) July 2012 - October 2012
Accountemps May 2012 - July 2012
Aero Kool Corporation March 2012 - May 2012
Miami Dade College January 2011 - April 2012
4IT-Inc March 2011 - February 2012
Aeropostale Inc. August 2008 - February 2011
Seccion Amarilla USA April 2009 - June 2009
Skills
Accounts Receivable, Accounting, Accounts Payable, Auditing, Journal Entries, QuickBooks, Financial Analysis, Bookkeeping, Account Reconciliation, Financial Reporting, Invoicing, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Business Planning, Microsoft Office, Outlook, Spanish, Wire Transfers, Capital Calls, Public Speaking, Collections, Credit Analysis, Purchase Orders, Inventory, Procedure Development, Start-ups, Market Research, Income Tax, Tax Preparation, Staff Development, Team Management, ProSeries, ConnectWise, Dunn & Bradstreet, SAP, TaxWise, Pivot Tables, Macro, Vlookup, Fund Accounting, Fund Of Funds, Total Return, Investor Relations, Relationship Management, Private Equity, Foreign Currency..., Adobe Acrobat, Advent
Education
Suffolk University 2014 — 2015
BSBA, Accounting and Finance, GPA 4.0
Miami Dade College
Associate's degree, Business Administration, GPA 3.71
Archbishop Coleman F. Carroll High School 2004 — 2008
J.P. Morgan May 2014 - Present
Columbus Hospitality Group January 2014 - April 2014
Dimension Capital Management October 2012 - January 2014
Miami-Dade County Finance Department (Accounts Payable) July 2012 - October 2012
Accountemps May 2012 - July 2012
Aero Kool Corporation March 2012 - May 2012
Miami Dade College January 2011 - April 2012
4IT-Inc March 2011 - February 2012
Aeropostale Inc. August 2008 - February 2011
Seccion Amarilla USA April 2009 - June 2009
Skills
Accounts Receivable, Accounting, Accounts Payable, Auditing, Journal Entries, QuickBooks, Financial Analysis, Bookkeeping, Account Reconciliation, Financial Reporting, Invoicing, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Business Planning, Microsoft Office, Outlook, Spanish, Wire Transfers, Capital Calls, Public Speaking, Collections, Credit Analysis, Purchase Orders, Inventory, Procedure Development, Start-ups, Market Research, Income Tax, Tax Preparation, Staff Development, Team Management, ProSeries, ConnectWise, Dunn & Bradstreet, SAP, TaxWise, Pivot Tables, Macro, Vlookup, Fund Accounting, Fund Of Funds, Total Return, Investor Relations, Relationship Management, Private Equity, Foreign Currency..., Adobe Acrobat, Advent
Education
Suffolk University 2014 — 2015
BSBA, Accounting and Finance, GPA 4.0
Miami Dade College
Associate's degree, Business Administration, GPA 3.71
Archbishop Coleman F. Carroll High School 2004 — 2008
Rose Wong Rose Wong's J.P. Morgan Experience July 2007 - June 2010
Job Corporate Strategy Associate at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase July 2013 - Present
CoveView Advisors August 2010 - July 2013
Heartland Industrial Partners August 2010 - July 2013
J.P. Morgan July 2007 - June 2010
Time Warner Cable 2005 - 2005
Skills
Corporate Finance, Investment Banking, Equities, Leveraged Finance, Valuation, Business Valuation, Financial Modeling, Convertible Securities, Equity Derivatives, Private Equity, Restructuring, Strategy, Business Strategy, Corporate Development, Financial Structuring, Mergers, Due Diligence, Investments, Mergers & Acquisitions
Education
Massachusetts Institute of Technology 2003 — 2007
Bachelor of Science (B.S.), Management (Finance) and Mathematics
High School
JPMorgan Chase July 2013 - Present
CoveView Advisors August 2010 - July 2013
Heartland Industrial Partners August 2010 - July 2013
J.P. Morgan July 2007 - June 2010
Time Warner Cable 2005 - 2005
Skills
Corporate Finance, Investment Banking, Equities, Leveraged Finance, Valuation, Business Valuation, Financial Modeling, Convertible Securities, Equity Derivatives, Private Equity, Restructuring, Strategy, Business Strategy, Corporate Development, Financial Structuring, Mergers, Due Diligence, Investments, Mergers & Acquisitions
Education
Massachusetts Institute of Technology 2003 — 2007
Bachelor of Science (B.S.), Management (Finance) and Mathematics
High School
Alexander Pritsker's J.P. Morgan Experience September 2009 - July 2011
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments July 2011 - Present
J.P. Morgan September 2009 - July 2011
Education
Mercer County Community College 2014 — 2016
Associate's degree, Business Administration and Management, General
PNC Investments July 2011 - Present
J.P. Morgan September 2009 - July 2011
Education
Mercer County Community College 2014 — 2016
Associate's degree, Business Administration and Management, General
Justin Wahn Justin Wahn's J.P. Morgan Experience February 2014 - Present
Job Executive Director, Corporate & Investment Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan February 2010 - January 2014
J.P. Morgan June 2007 - January 2010
J.P. Morgan July 2004 - June 2007
Natixis North America June 2003 - August 2003
Skills
Investment Banking, Fixed Income, Loan Origination, Capital Markets, Credit Analysis, Series 7, Series 63, Banking, Financial Analysis, Syndications, Client Development, Banking Relationships, Mentoring New Hires, Letters of Credit, Government Loans, Bonds, Lines Of Credit, Healthcare Banking, Transportation, Airports, Bloomberg, Non-profits, Series 52
Education
McGill University 2001 — 2004
Bachelor of Commerce, Economics
SUNY at Buffalo 2000 — 2001
J.P. Morgan February 2014 - Present
J.P. Morgan February 2010 - January 2014
J.P. Morgan June 2007 - January 2010
J.P. Morgan July 2004 - June 2007
Natixis North America June 2003 - August 2003
Skills
Investment Banking, Fixed Income, Loan Origination, Capital Markets, Credit Analysis, Series 7, Series 63, Banking, Financial Analysis, Syndications, Client Development, Banking Relationships, Mentoring New Hires, Letters of Credit, Government Loans, Bonds, Lines Of Credit, Healthcare Banking, Transportation, Airports, Bloomberg, Non-profits, Series 52
Education
McGill University 2001 — 2004
Bachelor of Commerce, Economics
SUNY at Buffalo 2000 — 2001
Samuel Castell's J.P. Morgan Experience June 2015 - August 2015
Job Corporate Audit Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
Miami University August 2012 - Present
Pi Sigma Epsilon Miami University March 2014 - Present
J.P. Morgan June 2015 - August 2015
Cushman & Wakefield May 2014 - August 2014
Pi Kappa Alpha Fraternity December 2013 - May 2014
CMG Worldwide May 2013 - August 2013
Orange Leaf Frozen Yogurt May 2011 - August 2012
Candy Bouquet International February 2010 - May 2011
Skills
Social Media, Time Management, Customer Service, Teamwork, Microsoft Word, Adobe InDesign, Microsoft Office, PowerPoint, Written Communication, Collaboration, Microsoft Excel, Adobe Photoshop, InDesign, Verbal Communication, Microsoft Access, Research, Public Speaking, English, OSX, Leadership, Accounts Receivable, Accounting, Team, Learning Quickly
Education
Miami University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
Hamilton Southeastern High School 2008 — 2012
Miami University August 2012 - Present
Pi Sigma Epsilon Miami University March 2014 - Present
J.P. Morgan June 2015 - August 2015
Cushman & Wakefield May 2014 - August 2014
Pi Kappa Alpha Fraternity December 2013 - May 2014
CMG Worldwide May 2013 - August 2013
Orange Leaf Frozen Yogurt May 2011 - August 2012
Candy Bouquet International February 2010 - May 2011
Skills
Social Media, Time Management, Customer Service, Teamwork, Microsoft Word, Adobe InDesign, Microsoft Office, PowerPoint, Written Communication, Collaboration, Microsoft Excel, Adobe Photoshop, InDesign, Verbal Communication, Microsoft Access, Research, Public Speaking, English, OSX, Leadership, Accounts Receivable, Accounting, Team, Learning Quickly
Education
Miami University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance
Hamilton Southeastern High School 2008 — 2012
Erin Pomerantz Erin Pomerantz's J.P. Morgan Experience January 2013 - January 2013
Job Credit Trader at Goldman Sachs
Industry Banking
Experience
Goldman Sachs May 2013 - July 2013
J.P. Morgan January 2013 - January 2013
Rensselaer Polytechnic Institute May 2011 - December 2012
Aon Hewitt June 2012 - August 2012
Skills
Microsoft Office, MATLAB, LaTeX, MAPLE, Visual Studio, C++, Matlab, Maple, Trading, Economics, Statistics
Education
MIT Sloan School of Management 2013 — 2014
Master of Finance
Rensselaer Polytechnic Institute 2010 — 2013
Bachelor of Science, Mathematics of Operations Research
Goldman Sachs May 2013 - July 2013
J.P. Morgan January 2013 - January 2013
Rensselaer Polytechnic Institute May 2011 - December 2012
Aon Hewitt June 2012 - August 2012
Skills
Microsoft Office, MATLAB, LaTeX, MAPLE, Visual Studio, C++, Matlab, Maple, Trading, Economics, Statistics
Education
MIT Sloan School of Management 2013 — 2014
Master of Finance
Rensselaer Polytechnic Institute 2010 — 2013
Bachelor of Science, Mathematics of Operations Research
Suniti Sundaram Suniti Sundaram's J.P. Morgan Experience January 2010 - January 2010
Job Data Analyst at Practice Fusion
Industry Investment Banking
Experience
Practice Fusion March 2015 - Present
Practice Fusion August 2013 - Present
Goldman Sachs July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
J.P. Morgan January 2010 - January 2010
Morgan Stanley June 2009 - August 2009
Beckman Coulter June 2008 - August 2008
Skills
Bloomberg, Investment Banking, Financial Modeling, Fixed Income, Capital Markets, Accounting, LBO, Leveraged Finance, Mergers & Acquisitions, Credit, Analysis, Business Development
Education
Massachusetts Institute of Technology 2007 — 2011
B.Sc., Applied Mathematics and Economics
Aliso Niguel High School 2003 — 2007
Practice Fusion March 2015 - Present
Practice Fusion August 2013 - Present
Goldman Sachs July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
J.P. Morgan January 2010 - January 2010
Morgan Stanley June 2009 - August 2009
Beckman Coulter June 2008 - August 2008
Skills
Bloomberg, Investment Banking, Financial Modeling, Fixed Income, Capital Markets, Accounting, LBO, Leveraged Finance, Mergers & Acquisitions, Credit, Analysis, Business Development
Education
Massachusetts Institute of Technology 2007 — 2011
B.Sc., Applied Mathematics and Economics
Aliso Niguel High School 2003 — 2007
Ashley Ferullo Ashley Ferullo's J.P. Morgan Experience September 2014 - Present
Job Financial Reporting Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
BNY Mellon July 2006 - September 2014
BNY Mellon August 2007 - September 2009
BNY Mellon July 2006 - August 2007
Skills
Equities, Hedge Funds, Financial Modeling, Valuation, Equity Research, Capital Markets, Investment Banking, Alternative Investments, CDO, Asset Managment, Investments, Financial Analysis, Equity Valuation, Securities, MBS, Accounting
Education
Merrimack College 2002 — 2006
BS, Business Administration and Management, General
Winthrop High School 1998 — 2002
J.P. Morgan September 2014 - Present
BNY Mellon July 2006 - September 2014
BNY Mellon August 2007 - September 2009
BNY Mellon July 2006 - August 2007
Skills
Equities, Hedge Funds, Financial Modeling, Valuation, Equity Research, Capital Markets, Investment Banking, Alternative Investments, CDO, Asset Managment, Investments, Financial Analysis, Equity Valuation, Securities, MBS, Accounting
Education
Merrimack College 2002 — 2006
BS, Business Administration and Management, General
Winthrop High School 1998 — 2002
Yi Wu Yi Wu's J.P. Morgan Experience January 2013 - February 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Computer Software
Experience
Bank of America Merrill Lynch July 2014 - Present
J.P. Morgan January 2013 - February 2013
Deloitte 2013 - 2013
J.P. Morgan November 2012 - November 2012
J.P. Morgan June 2012 - August 2012
Credit Suisse January 2012 - February 2012
Genzyme May 2011 - November 2011
Whitehead Institute January 2011 - May 2011
Whitehead Institute for Biomedical Research January 2011 - May 2011
Nokia Inc January 2011 - May 2011
Skills
Cell, Cancer, In Vivo, Genomics, Cell Signaling, Research, Analysis, Python, Clinical Development, Java, Data Analysis, Matlab, Statistics, Machine Learning, Programming
Education
Massachusetts Institute of Technology 2010 — 2014
Computer Science and Management Science
Little Rock Central High School 2006 — 2010
Bank of America Merrill Lynch July 2014 - Present
J.P. Morgan January 2013 - February 2013
Deloitte 2013 - 2013
J.P. Morgan November 2012 - November 2012
J.P. Morgan June 2012 - August 2012
Credit Suisse January 2012 - February 2012
Genzyme May 2011 - November 2011
Whitehead Institute January 2011 - May 2011
Whitehead Institute for Biomedical Research January 2011 - May 2011
Nokia Inc January 2011 - May 2011
Skills
Cell, Cancer, In Vivo, Genomics, Cell Signaling, Research, Analysis, Python, Clinical Development, Java, Data Analysis, Matlab, Statistics, Machine Learning, Programming
Education
Massachusetts Institute of Technology 2010 — 2014
Computer Science and Management Science
Little Rock Central High School 2006 — 2010
Kuljot (KJ) Anand's J.P. Morgan Experience 2012 - 2012
Job Product Lead, Digital Payments; MIT Alum; Fintech Enthusiast
Industry Financial Services
Experience
MasterCard April 2015 - Present
MasterCard August 2014 - April 2015
MasterCard August 2013 - August 2014
MIT Auto ID Labs March 2011 - January 2013
J.P. Morgan 2012 - 2012
J.P. Morgan 2011 - 2011
Scotiabank 2010 - 2010
Education
Massachusetts Institute of Technology
B.S.E. in Mechanical Engineering
Turner Fenton Secondary School
High School
MasterCard April 2015 - Present
MasterCard August 2014 - April 2015
MasterCard August 2013 - August 2014
MIT Auto ID Labs March 2011 - January 2013
J.P. Morgan 2012 - 2012
J.P. Morgan 2011 - 2011
Scotiabank 2010 - 2010
Education
Massachusetts Institute of Technology
B.S.E. in Mechanical Engineering
Turner Fenton Secondary School
High School
Andrew McCarthy's J.P. Morgan Experience June 2004 - August 2004
Job Investor
Industry Venture Capital & Private Equity
Experience
Summit Partners July 2015 - Present
Bain Capital September 2011 - June 2015
Ocean Spray Cranberries June 2010 - August 2010
MidOcean Partners July 2007 - July 2009
JPMorgan 2005 - 2007
J.P. Morgan June 2004 - August 2004
Skills
Investment Banking, LBO, Private Equity, Business Strategy, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Portfolio Management, Investments, Hedge Funds, Finance, Structured Finance, Leveraged Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Management
Trinity College-Hartford 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2004
General Course, Finance
Belmont Hill School 1995 — 2001
High School
Summit Partners July 2015 - Present
Bain Capital September 2011 - June 2015
Ocean Spray Cranberries June 2010 - August 2010
MidOcean Partners July 2007 - July 2009
JPMorgan 2005 - 2007
J.P. Morgan June 2004 - August 2004
Skills
Investment Banking, LBO, Private Equity, Business Strategy, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Portfolio Management, Investments, Hedge Funds, Finance, Structured Finance, Leveraged Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA, Management
Trinity College-Hartford 2001 — 2005
BA, Economics
The London School of Economics and Political Science (LSE) 2003 — 2004
General Course, Finance
Belmont Hill School 1995 — 2001
High School
Kam Chee Oriana Lau, CFA Kam Chee Oriana Lau, CFA's J.P. Morgan Experience July 2008 - May 2011
Job Downstream Treasurer's Financial Analyst at ExxonMobil
Industry Oil & Energy
Experience
ExxonMobil August 2012 - Present
J.P. Morgan July 2008 - May 2011
Skills
Asset Allocation, Investment Management, Financial Modeling, Cash Flow Analysis, Project Finance, VBA, Matlab, FactSet, Bloomberg, Chartered Financial..., Microsoft Office, Investment performance..., C++, Portfolio Optimization
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master of Finance, Finance
University of Michigan
Bachelor's Degree, Industrial and Operations Engineering
ExxonMobil August 2012 - Present
J.P. Morgan July 2008 - May 2011
Skills
Asset Allocation, Investment Management, Financial Modeling, Cash Flow Analysis, Project Finance, VBA, Matlab, FactSet, Bloomberg, Chartered Financial..., Microsoft Office, Investment performance..., C++, Portfolio Optimization
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master of Finance, Finance
University of Michigan
Bachelor's Degree, Industrial and Operations Engineering
Andrea S. Wong Andrea S. Wong's J.P. Morgan Experience July 2013 - March 2015
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2015 - Present
J.P. Morgan July 2013 - March 2015
J.P. Morgan January 2011 - June 2013
Royal Bank of Scotland August 2010 - January 2011
Education
McGill University
JPMorgan Chase & Co. April 2015 - Present
J.P. Morgan July 2013 - March 2015
J.P. Morgan January 2011 - June 2013
Royal Bank of Scotland August 2010 - January 2011
Education
McGill University
Steven Donnafield Steven Donnafield's J.P. Morgan Experience July 2008 - October 2011
Job Carrier Relations at Plains Dedicated
Industry Logistics and Supply Chain
Experience
Plains Dedicated February 2014 - Present
Urban Lending Solutions January 2013 - January 2014
Allonhill October 2011 - December 2012
J.P. Morgan July 2008 - October 2011
Good Faith Mortgage - Castle Rock, CO August 2001 - July 2008
Home Real Estate September 2001 - January 2008
Skills
Financial Analysis, Business Analysis, Quality Assurance, Securities License, Real Estate Financing, Credit, Mortgage Lending, Banking, Loss Mitigation, Due Diligence, Credit Analysis, Credit Risk
Education
Metropolitan State College of Denver 1993 — 1995
BS, Business Management
Metropolitan State University of Denver 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Plains Dedicated February 2014 - Present
Urban Lending Solutions January 2013 - January 2014
Allonhill October 2011 - December 2012
J.P. Morgan July 2008 - October 2011
Good Faith Mortgage - Castle Rock, CO August 2001 - July 2008
Home Real Estate September 2001 - January 2008
Skills
Financial Analysis, Business Analysis, Quality Assurance, Securities License, Real Estate Financing, Credit, Mortgage Lending, Banking, Loss Mitigation, Due Diligence, Credit Analysis, Credit Risk
Education
Metropolitan State College of Denver 1993 — 1995
BS, Business Management
Metropolitan State University of Denver 1992 — 1995
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Richard Brode's J.P. Morgan Experience September 2012 - July 2014
Job Private Equity Associate at Kohlberg & Company
Industry Venture Capital & Private Equity
Experience
Kohlberg & Company July 2014 - Present
J.P. Morgan September 2012 - July 2014
Jefferies & Company July 2011 - August 2012
Education
Swarthmore College 2007 — 2011
McGill University 2009 — 2009
Kohlberg & Company July 2014 - Present
J.P. Morgan September 2012 - July 2014
Jefferies & Company July 2011 - August 2012
Education
Swarthmore College 2007 — 2011
McGill University 2009 — 2009
Alexandra Wingrove Alexandra Wingrove's J.P. Morgan Experience 1997 - 1998
Job Library Manager at Kelley Drye & Warren LLP
Industry Libraries
Experience
Kelley Drye & Warren LLP 2009 - Present
Marakon 2000 - 2007
Marakon 1999 - 2000
ING Barings 1998 - 1999
J.P. Morgan 1997 - 1998
Ernst & Young 1996 - 1997
Skills
Library Science, Library, Research, Market Research, Legal Research, Online Research, Primary Research, Secondary Research
Education
McGill University 1995 — 1997
Master of Library & Information Science (MLIS), Library and Information Science
Queen's University 1991 — 1995
Bachelor of Arts (BA), Psychology
Kelley Drye & Warren LLP 2009 - Present
Marakon 2000 - 2007
Marakon 1999 - 2000
ING Barings 1998 - 1999
J.P. Morgan 1997 - 1998
Ernst & Young 1996 - 1997
Skills
Library Science, Library, Research, Market Research, Legal Research, Online Research, Primary Research, Secondary Research
Education
McGill University 1995 — 1997
Master of Library & Information Science (MLIS), Library and Information Science
Queen's University 1991 — 1995
Bachelor of Arts (BA), Psychology
Robert Laorno Robert Laorno's J.P. Morgan Experience July 2009 - August 2011
Job General Counsel Credit and Processing Businesses
Industry Financial Services
Experience
Creditex Group, Inc. - ICE Swap Trade, LLC - Intercontinental Exchange Holdings, Inc. August 2011 - Present
J.P. Morgan July 2009 - August 2011
Shearman & Sterling LLP November 2005 - July 2009
U.S. Army August 1990 - February 2002
Skills
Corporate Governance, Securities Regulation, Corporate Finance, Securities, Corporate Law, Derivatives, Capital Markets, Broker-Dealer, Prime Brokerage, Series 7, Licensing, FINRA, Cross-border..., Intellectual Property, Employment Law
Education
Maurice A. Deane School of Law at Hofstra University 2002 — 2005
J.D., Law
University of Tampa 1993 — 1995
Bachelor of Science, Criminology
Creditex Group, Inc. - ICE Swap Trade, LLC - Intercontinental Exchange Holdings, Inc. August 2011 - Present
J.P. Morgan July 2009 - August 2011
Shearman & Sterling LLP November 2005 - July 2009
U.S. Army August 1990 - February 2002
Skills
Corporate Governance, Securities Regulation, Corporate Finance, Securities, Corporate Law, Derivatives, Capital Markets, Broker-Dealer, Prime Brokerage, Series 7, Licensing, FINRA, Cross-border..., Intellectual Property, Employment Law
Education
Maurice A. Deane School of Law at Hofstra University 2002 — 2005
J.D., Law
University of Tampa 1993 — 1995
Bachelor of Science, Criminology
Altaf Remtulla Altaf Remtulla's J.P. Morgan Experience May 1998 - August 2001
Job Director, Sales Operations and Strategy, Bazaarvoice
Industry Internet
Experience
Bazaarvoice April 2013 - Present
BMO Capital Markets June 2004 - March 2013
J.P. Morgan May 1998 - August 2001
Deutsche Bank September 1996 - October 1997
Skills
Corporate Finance, Valuation, Capital Markets, Investment Banking, Equity Capital Markets, Strategy, Capital Structure, Business Development, Equities, Strategic Thinking, Financial Structuring, Financial Analysis, Leadership, Finance, Sales Operations, Sales Management
Education
McGill University
BComm, Finance
University of Alberta
Doctor of Law (J.D.), Law
Bazaarvoice April 2013 - Present
BMO Capital Markets June 2004 - March 2013
J.P. Morgan May 1998 - August 2001
Deutsche Bank September 1996 - October 1997
Skills
Corporate Finance, Valuation, Capital Markets, Investment Banking, Equity Capital Markets, Strategy, Capital Structure, Business Development, Equities, Strategic Thinking, Financial Structuring, Financial Analysis, Leadership, Finance, Sales Operations, Sales Management
Education
McGill University
BComm, Finance
University of Alberta
Doctor of Law (J.D.), Law
Nanette Yang Nanette Yang's J.P. Morgan Experience 2001 - 2004
Job Steel Sports
Industry Sports
Experience
Steel Sports 2011 - Present
Entertainment League Production 2009 - 2010
Caxton Associates 2004 - 2007
J.P. Morgan 2001 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Development, Entrepreneurship, Strategic Planning, Private Equity, Corporate Finance, Business Strategy, Business Development, Financial Analysis, Management, Marketing, Strategy
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Sports, Entrepreneurship
Massachusetts Institute of Technology
Bachelor of Science (BS), Economics
Steel Sports 2011 - Present
Entertainment League Production 2009 - 2010
Caxton Associates 2004 - 2007
J.P. Morgan 2001 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Development, Entrepreneurship, Strategic Planning, Private Equity, Corporate Finance, Business Strategy, Business Development, Financial Analysis, Management, Marketing, Strategy
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Sports, Entrepreneurship
Massachusetts Institute of Technology
Bachelor of Science (BS), Economics
Mattie Daniels's J.P. Morgan Experience November 2008 - January 2010
Job Banking Professional
Industry Banking
Experience
J.P. Morgan November 2008 - January 2010
Ally Financial Inc. 2010 - 2010
Countrywide Mortgage Services August 2005 - May 2008
Education
McNeese State University
Criminal Justice
J.P. Morgan November 2008 - January 2010
Ally Financial Inc. 2010 - 2010
Countrywide Mortgage Services August 2005 - May 2008
Education
McNeese State University
Criminal Justice
Jessica Hubner's J.P. Morgan Experience August 2015 - Present
Job Program Coordinator at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
JPMorgan Chase April 2014 - August 2015
JPMorgan Chase September 2012 - April 2014
Best Buy June 2010 - September 2012
Skills
Customer Service, Customer Service..., Management, Sales, Retail, Call Centers, Customer Experience, Customer Retention, Customer Satisfaction, Banking, Cold Calling, Credit, Employee Training, Finance, Cross-functional Team..., Inventory Management, Leadership, Microsoft Excel, Microsoft Office, Sales Management, Team Building, Time Management
Education
Columbia College 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services, A
Columbia College of Missouri 2011 — 2014
Bachelor of Science (BS) Business Administration, Finance and Financial Management Services, Human Resource, Management
McHenry County College 2007 — 2011
Associate of Arts and Sciences (A.A.S.), Applied Science
J.P. Morgan August 2015 - Present
JPMorgan Chase April 2014 - August 2015
JPMorgan Chase September 2012 - April 2014
Best Buy June 2010 - September 2012
Skills
Customer Service, Customer Service..., Management, Sales, Retail, Call Centers, Customer Experience, Customer Retention, Customer Satisfaction, Banking, Cold Calling, Credit, Employee Training, Finance, Cross-functional Team..., Inventory Management, Leadership, Microsoft Excel, Microsoft Office, Sales Management, Team Building, Time Management
Education
Columbia College 2014 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services, A
Columbia College of Missouri 2011 — 2014
Bachelor of Science (BS) Business Administration, Finance and Financial Management Services, Human Resource, Management
McHenry County College 2007 — 2011
Associate of Arts and Sciences (A.A.S.), Applied Science
Rhonda Benitez's J.P. Morgan Experience April 2011 - August 2011
Job Merchandising Assistant at Lansing Trade Group, LLC
Industry Consumer Goods
Experience
Lansing Trade Group, LLC August 2014 - Present
YRC Freight August 2011 - February 2014
J.P. Morgan April 2011 - August 2011
UPS Supply Chain Solutions October 2006 - April 2011
UPS Supply Chain Solutions September 2005 - October 2006
UPS Supply Chain Solutions September 2003 - September 2005
Skills
Microsoft Office, Oracle Applications, Windows, Logistics, International Logistics, Transportation, Air Freight, Freight Forwarding, Customer Service, Team Leadership, Call Center, Supply Chain, Call Centers, Customer Satisfaction, Shipping, Invoicing, Management
Education
Metropolitan Community College
Lansing Trade Group, LLC August 2014 - Present
YRC Freight August 2011 - February 2014
J.P. Morgan April 2011 - August 2011
UPS Supply Chain Solutions October 2006 - April 2011
UPS Supply Chain Solutions September 2005 - October 2006
UPS Supply Chain Solutions September 2003 - September 2005
Skills
Microsoft Office, Oracle Applications, Windows, Logistics, International Logistics, Transportation, Air Freight, Freight Forwarding, Customer Service, Team Leadership, Call Center, Supply Chain, Call Centers, Customer Satisfaction, Shipping, Invoicing, Management
Education
Metropolitan Community College
Sameer Kenkare Sameer Kenkare's J.P. Morgan Experience July 2009 - June 2013
Job Venture Capital at American Express
Industry Venture Capital & Private Equity
Experience
American Express October 2014 - July 2015
G51 Capital (Venture Capital) October 2013 - October 2014
Lazard December 2013 - March 2014
Con Edison August 2013 - December 2013
J.P. Morgan July 2009 - June 2013
Bondwell Polymers 2011 - 2011
Skills
Financial Modeling, Investment Banking, Emerging Markets, Business Analysis, Derivatives, Equities, Investments, Financial Analysis, Bloomberg, VBA, Capital Markets, Management, Valuation, Due Diligence, Corporate Finance, SDLC, Requirements Analysis, Bloomberg Terminal, Factset, Equity Research, Venture Capital, Macroeconomics, Analytics, SQL, Data Analysis, Statistical Modeling, Matlab, Quantitative Analytics, Quantitative Research, Portfolio Management, SAS programming, Fixed Income, Options Strategies, Quantitative Finance, Microsoft Excel, Strategy, Finance, Business Development, Hedge Funds, Microsoft Office, PowerPoint, Microsoft Word, Business Strategy, Project Management, Accounting, Equity Valuation, Capital IQ, Asset Allocation
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Masters, Finance, General
Welingkar Institute of Management 2010 — 2011
Post Graduation in Marketing Management, Marketing/Marketing Management, General
Thadomal Shahani Engineering College 2005 — 2009
Bachelor of Engineering (B.E.), Information Technology
University of Mumbai 2005 — 2009
Bachelor of Engineering (B.Eng.), Information Technology
American Express October 2014 - July 2015
G51 Capital (Venture Capital) October 2013 - October 2014
Lazard December 2013 - March 2014
Con Edison August 2013 - December 2013
J.P. Morgan July 2009 - June 2013
Bondwell Polymers 2011 - 2011
Skills
Financial Modeling, Investment Banking, Emerging Markets, Business Analysis, Derivatives, Equities, Investments, Financial Analysis, Bloomberg, VBA, Capital Markets, Management, Valuation, Due Diligence, Corporate Finance, SDLC, Requirements Analysis, Bloomberg Terminal, Factset, Equity Research, Venture Capital, Macroeconomics, Analytics, SQL, Data Analysis, Statistical Modeling, Matlab, Quantitative Analytics, Quantitative Research, Portfolio Management, SAS programming, Fixed Income, Options Strategies, Quantitative Finance, Microsoft Excel, Strategy, Finance, Business Development, Hedge Funds, Microsoft Office, PowerPoint, Microsoft Word, Business Strategy, Project Management, Accounting, Equity Valuation, Capital IQ, Asset Allocation
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Masters, Finance, General
Welingkar Institute of Management 2010 — 2011
Post Graduation in Marketing Management, Marketing/Marketing Management, General
Thadomal Shahani Engineering College 2005 — 2009
Bachelor of Engineering (B.E.), Information Technology
University of Mumbai 2005 — 2009
Bachelor of Engineering (B.Eng.), Information Technology
Emily Chen Emily Chen's J.P. Morgan Experience October 2014 - October 2014
Job College Outreach Coordinator at College Outside, Inc.
Industry Recreational Facilities and Services
Experience
College Outside, Inc. August 2015 - Present
Fidelity Investments September 2014 - Present
Wellesley College September 2014 - Present
Goldman Sachs September 2015 - September 2015
State Street June 2015 - August 2015
J.P. Morgan October 2014 - October 2014
Skills
Event Planning, Leadership, Public Speaking, Data Entry, PowerPoint, Microsoft Office, Budgets, Community Outreach, Nonprofits, Teaching, Store Management, Money Management, Research, Fundraising, Social Media, Public Speaking Coaching, Administration, Salesforce
Education
Wellesley College 2013 — 2017
Bachelor of Arts (B.A.), Economics
University of Oxford 2015 — 2016
Economics
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2014
Mission San Jose High School 2009 — 2013
High School Diploma
College Outside, Inc. August 2015 - Present
Fidelity Investments September 2014 - Present
Wellesley College September 2014 - Present
Goldman Sachs September 2015 - September 2015
State Street June 2015 - August 2015
J.P. Morgan October 2014 - October 2014
Skills
Event Planning, Leadership, Public Speaking, Data Entry, PowerPoint, Microsoft Office, Budgets, Community Outreach, Nonprofits, Teaching, Store Management, Money Management, Research, Fundraising, Social Media, Public Speaking Coaching, Administration, Salesforce
Education
Wellesley College 2013 — 2017
Bachelor of Arts (B.A.), Economics
University of Oxford 2015 — 2016
Economics
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2014
Mission San Jose High School 2009 — 2013
High School Diploma
James Xinye Zhang James Xinye Zhang's J.P. Morgan Experience April 2015 - April 2015
Job Fund Manager at McIntire Investment Institute
Industry Financial Services
Experience
McIntire Investment Institute January 2015 - Present
Nomura August 2015 - August 2015
J.P. Morgan April 2015 - April 2015
Android and iPhone App Development Club (HooApps) August 2013 - March 2015
Deloitte January 2015 - January 2015
Hampton University School of Business June 2012 - June 2013
Skills
Leadership, Financial Markets, Financial Modeling, Research, Global Macro, Value Investing, Financial Analysis, Microsoft Office, Financial Accounting, Hair Cutting, Chinese Herbal Medicine, Java, Traditional Chinese..., Optics, Laser Physics, Cpr Certified, Tennis, Networking, Investment Banking
Education
McIntire School of Commerce 2015 — 2017
Bachelor of Science (B.S.), Finance
University of Virginia 2013 — 2017
Economics, Commerce, Mathematics
Grafton High School 2009 — 2013
McIntire Investment Institute January 2015 - Present
Nomura August 2015 - August 2015
J.P. Morgan April 2015 - April 2015
Android and iPhone App Development Club (HooApps) August 2013 - March 2015
Deloitte January 2015 - January 2015
Hampton University School of Business June 2012 - June 2013
Skills
Leadership, Financial Markets, Financial Modeling, Research, Global Macro, Value Investing, Financial Analysis, Microsoft Office, Financial Accounting, Hair Cutting, Chinese Herbal Medicine, Java, Traditional Chinese..., Optics, Laser Physics, Cpr Certified, Tennis, Networking, Investment Banking
Education
McIntire School of Commerce 2015 — 2017
Bachelor of Science (B.S.), Finance
University of Virginia 2013 — 2017
Economics, Commerce, Mathematics
Grafton High School 2009 — 2013
Franky Lopez Franky Lopez's J.P. Morgan Experience July 2015 - Present
Job GWM
Industry Banking
Experience
J.P. Morgan July 2015 - Present
University of Florida August 2013 - May 2015
Wells Fargo Advisors June 2014 - August 2014
Skills
Finance, Communication, Mathematics, Leadership, Success Driven, Adaptability, Teamwork, Analytical Skills, Microsoft Excel, PowerPoint, Spanish, Goal Oriented, Social Skills, People Skills, Microsoft Word, Microsoft Office, Networking
Education
University of Florida 2013 — 2015
Bachelor of Science (BS), Finance, General
Miami Dade College 2011 — 2013
Associate of Arts (AA), Business Administration
J.P. Morgan July 2015 - Present
University of Florida August 2013 - May 2015
Wells Fargo Advisors June 2014 - August 2014
Skills
Finance, Communication, Mathematics, Leadership, Success Driven, Adaptability, Teamwork, Analytical Skills, Microsoft Excel, PowerPoint, Spanish, Goal Oriented, Social Skills, People Skills, Microsoft Word, Microsoft Office, Networking
Education
University of Florida 2013 — 2015
Bachelor of Science (BS), Finance, General
Miami Dade College 2011 — 2013
Associate of Arts (AA), Business Administration
Olivier del Melle Olivier del Melle's J.P. Morgan Experience August 2013 - Present
Job CPA, CMA chez J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
MaplesFS October 2010 - August 2013
EVS Broadcast Equipment April 2008 - September 2008
Education
McGill University - Desautels Faculty of Management 2005 — 2008
Bachelor's Degree, Accounting and Finance
J.P. Morgan August 2013 - Present
MaplesFS October 2010 - August 2013
EVS Broadcast Equipment April 2008 - September 2008
Education
McGill University - Desautels Faculty of Management 2005 — 2008
Bachelor's Degree, Accounting and Finance
Sarah W Lee's J.P. Morgan Experience July 2007 - August 2008
Job Owner at TraveLee
Industry Leisure, Travel & Tourism
Experience
TraveLee, LLC. July 2014 - Present
Aquis Casino November 2013 - March 2014
Macquarie Group March 2013 - November 2013
Macquarie Group August 2008 - March 2013
J.P. Morgan July 2007 - August 2008
Lehman Brothers June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Portfolio Management, Equities, Electronic Trading, Equity Trading, Asia Pacific, Program Trading, Derivatives, Capital Markets, Bloomberg, Hotels, Leisure Travel, Travel Planning, Luxury Travel, Management
Education
MIT 2003 — 2007
Bachelor of Science (BS), Management Science
The Hotchkiss School 2000 — 2003
TraveLee, LLC. July 2014 - Present
Aquis Casino November 2013 - March 2014
Macquarie Group March 2013 - November 2013
Macquarie Group August 2008 - March 2013
J.P. Morgan July 2007 - August 2008
Lehman Brothers June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Portfolio Management, Equities, Electronic Trading, Equity Trading, Asia Pacific, Program Trading, Derivatives, Capital Markets, Bloomberg, Hotels, Leisure Travel, Travel Planning, Luxury Travel, Management
Education
MIT 2003 — 2007
Bachelor of Science (BS), Management Science
The Hotchkiss School 2000 — 2003
Kevin Crocco Kevin Crocco's J.P. Morgan Experience June 2007 - April 2014
Job Retirement Services District Manager at ADP
Industry Financial Services
Experience
ADP July 2015 - Present
Signpost April 2014 - February 2015
J.P. Morgan June 2007 - April 2014
SourceMedia June 2006 - June 2007
KBW June 2005 - August 2005
Skills
Derivatives, Prime Brokerage, Hedge Funds, Securities, Corporate Finance, Credit Analysis, Equity Research, Proprietary Trading, Equities, Bloomberg, Venture Capital, Marketing, Fixed Income, Sales, Leadership, Management, Capital Markets, Investment Banking, Private Equity, Alternative Investments, Investments, Due Diligence, Series 7, Financial Markets, Sales & Marketing, Sales Management, Sales Operations, Strategy, Financial Analysis, Finance, Advertising, Entrepreneurship, Marketing Strategy, Social Media Marketing, Account Management, Customer Service
Education
Miami University 2002 — 2006
BS, Finance
Iona Preparatory High School 1998 — 2002
ADP July 2015 - Present
Signpost April 2014 - February 2015
J.P. Morgan June 2007 - April 2014
SourceMedia June 2006 - June 2007
KBW June 2005 - August 2005
Skills
Derivatives, Prime Brokerage, Hedge Funds, Securities, Corporate Finance, Credit Analysis, Equity Research, Proprietary Trading, Equities, Bloomberg, Venture Capital, Marketing, Fixed Income, Sales, Leadership, Management, Capital Markets, Investment Banking, Private Equity, Alternative Investments, Investments, Due Diligence, Series 7, Financial Markets, Sales & Marketing, Sales Management, Sales Operations, Strategy, Financial Analysis, Finance, Advertising, Entrepreneurship, Marketing Strategy, Social Media Marketing, Account Management, Customer Service
Education
Miami University 2002 — 2006
BS, Finance
Iona Preparatory High School 1998 — 2002
Aaron Krajacic's J.P. Morgan Experience June 2007 - December 2011
Job Commodities Professional
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
AK Thompson Investments May 2008 - Present
J.P. Morgan June 2007 - December 2011
Skills
Financial Analysis, Finance, Leadership, Financial Reporting, Financial Modeling, Team Building, Equities, Process Improvement, Risk Management, Accounting, Business Analysis, Analysis, Access, Data Analysis, Budgets
Education
Miami University
Bachelor of Science (B.S.), Finance, General
Morgan Stanley 2012 - Present
AK Thompson Investments May 2008 - Present
J.P. Morgan June 2007 - December 2011
Skills
Financial Analysis, Finance, Leadership, Financial Reporting, Financial Modeling, Team Building, Equities, Process Improvement, Risk Management, Accounting, Business Analysis, Analysis, Access, Data Analysis, Budgets
Education
Miami University
Bachelor of Science (B.S.), Finance, General
Ann Martel Ann Martel's J.P. Morgan Experience August 2015 - Present
Job Incoming Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - August 2015
Wellesley College January 2015 - May 2015
State Street June 2014 - August 2014
McKinsey & Company July 2014 - July 2014
MIT Sloan School of Management January 2014 - June 2014
Wellesley College January 2013 - May 2014
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2016
Cross-Registered Student
Wellesley College 2012 — 2016
B.A., Major: Economics, Minor: Computer Science
J.P. Morgan August 2015 - Present
J.P. Morgan June 2015 - August 2015
Wellesley College January 2015 - May 2015
State Street June 2014 - August 2014
McKinsey & Company July 2014 - July 2014
MIT Sloan School of Management January 2014 - June 2014
Wellesley College January 2013 - May 2014
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2016
Cross-Registered Student
Wellesley College 2012 — 2016
B.A., Major: Economics, Minor: Computer Science
Nadine S. Givens's J.P. Morgan Experience July 1988 - October 2008
Job Senior Vice President, Market Director Wealth Management at PNC
Industry Financial Services
Experience
PNC September 2011 - Present
BKD Wealth Advisors November 2008 - September 2011
J.P. Morgan July 1988 - October 2008
Northern Trust August 1984 - July 1988
Skills
Wealth Management, Investments, Financial Analysis, Banking, Portfolio Management, Strategic Financial..., Risk Management, Customer Service, Asset Management, Strategic Planning, Asset Allocation, Loans, Alternative Investments, Commercial Lending, Private Banking, Treasury Management, Team Management, Business Strategy, Commercial Banking, Financial Planning, Investment Management, Management Consulting, Cash Management, Market Research, Business Development, Retirement Planning, Credit, Business Planning, Series 7, Leadership, Sales Management, Business Analysis
Education
Miami University 1979 — 1984
Bachelor's degree, Marketing
PNC September 2011 - Present
BKD Wealth Advisors November 2008 - September 2011
J.P. Morgan July 1988 - October 2008
Northern Trust August 1984 - July 1988
Skills
Wealth Management, Investments, Financial Analysis, Banking, Portfolio Management, Strategic Financial..., Risk Management, Customer Service, Asset Management, Strategic Planning, Asset Allocation, Loans, Alternative Investments, Commercial Lending, Private Banking, Treasury Management, Team Management, Business Strategy, Commercial Banking, Financial Planning, Investment Management, Management Consulting, Cash Management, Market Research, Business Development, Retirement Planning, Credit, Business Planning, Series 7, Leadership, Sales Management, Business Analysis
Education
Miami University 1979 — 1984
Bachelor's degree, Marketing
Brandon Campion Brandon Campion's J.P. Morgan Experience February 2015 - Present
Job Analyst at J.P. Morgan
Industry Consumer Services
Experience
J.P. Morgan February 2015 - Present
ADP March 2014 - February 2015
ABDO Publishing Group August 2012 - March 2014
CPP North America April 2009 - August 2012
UnitedHealth Group October 2007 - September 2008
Skills
Sales, Customer Service, Account Management, Team Building, Customer Retention, Leadership, Cold Calling, Marketing, Management, Sales Process, Accounting
Education
Metropolitan State University 2009 — 2013
Bachelor of Business Administration (BBA), Business
Minnesota School of Business 2008 — 2009
Business Administration, Business
North Hennepin Community College 2005 — 2007
Associate's in Arts
J.P. Morgan February 2015 - Present
ADP March 2014 - February 2015
ABDO Publishing Group August 2012 - March 2014
CPP North America April 2009 - August 2012
UnitedHealth Group October 2007 - September 2008
Skills
Sales, Customer Service, Account Management, Team Building, Customer Retention, Leadership, Cold Calling, Marketing, Management, Sales Process, Accounting
Education
Metropolitan State University 2009 — 2013
Bachelor of Business Administration (BBA), Business
Minnesota School of Business 2008 — 2009
Business Administration, Business
North Hennepin Community College 2005 — 2007
Associate's in Arts
Devon Howard Devon Howard's J.P. Morgan Experience June 2013 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Camp Hurontario May 2011 - August 2011
Skills
Financial Modeling
Education
McGill University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Camp Hurontario May 2011 - August 2011
Skills
Financial Modeling
Education
McGill University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance
Luis Barahona, MSF Luis Barahona, MSF's J.P. Morgan Experience September 2007 - December 2007
Job Operations Manager, Treasury and Risk: Global Operations at The Hanover Insurance Group
Industry Financial Services
Experience
The Hanover Insurance Group October 2014 - Present
The Hanover Insurance Group August 2013 - October 2014
State Street Bank March 2011 - August 2013
State Street Bank December 2007 - March 2011
J.P. Morgan September 2007 - December 2007
State Street Bank July 2006 - September 2007
State Street Bank June 2004 - July 2006
Skills
Global Custody, Mutual Funds, Bloomberg, Fixed Income, Equities, Operations Management, Microsoft Office, Outlook, Managing Deadlines, Highly detail oriented, Client Relations Skills, Client Service Oriented, Employee Training, Business Transformation, Team Leadership, Derivatives, Work in A Fast Paced..., Account Reconciliation, Organizational..., Team-oriented, Research, Change Management, Treasury, Project Management, Cash Flow, Forecasting, Treasury Management, Counterparty Risk, System Implementations
Education
New England College of Business and Finance 2009 — 2010
Master of Science (M.S.), Finance
Merrimack College 2000 — 2004
Bachelor of Science (B.S.), Business Administration, Finance and Romance Languages
The Hanover Insurance Group October 2014 - Present
The Hanover Insurance Group August 2013 - October 2014
State Street Bank March 2011 - August 2013
State Street Bank December 2007 - March 2011
J.P. Morgan September 2007 - December 2007
State Street Bank July 2006 - September 2007
State Street Bank June 2004 - July 2006
Skills
Global Custody, Mutual Funds, Bloomberg, Fixed Income, Equities, Operations Management, Microsoft Office, Outlook, Managing Deadlines, Highly detail oriented, Client Relations Skills, Client Service Oriented, Employee Training, Business Transformation, Team Leadership, Derivatives, Work in A Fast Paced..., Account Reconciliation, Organizational..., Team-oriented, Research, Change Management, Treasury, Project Management, Cash Flow, Forecasting, Treasury Management, Counterparty Risk, System Implementations
Education
New England College of Business and Finance 2009 — 2010
Master of Science (M.S.), Finance
Merrimack College 2000 — 2004
Bachelor of Science (B.S.), Business Administration, Finance and Romance Languages
Todd Dargie Todd Dargie's J.P. Morgan Experience June 2013 - August 2013
Job Vice President at State Street
Industry Financial Services
Experience
State Street August 2013 - Present
J.P. Morgan June 2013 - August 2013
Transamerica Asset Management May 2008 - June 2013
Citi September 2007 - May 2008
State Street April 2003 - September 2007
Skills
Confluence, Morningstar, Bloomberg Terminal, Lipper, Visio, Six Sigma, Microsoft SQL Server, Black Belt, Minitab, DMAIC, Lean Projects, Business Process..., Risk Assessment, Portfolio Performance..., Investment Performance, Fund Accounting, Financial Analysis, Mutual Funds, Asset Managment, Business Relationship..., Multi-currency..., Derivatives, Fixed Income, Equities, Pricing, Investment Valuation, Yields, AS400 system, Fund Administration, Fund Of Funds, Securities, Bloomberg, Financial Services, Hedge Funds, FINRA, SEC filings, Pensions, Quantitative Analytics, Series 6, Investments, Asset Management, ETFs
Education
Northeastern University
Master of Business Administration (MBA)
University of South Florida
Bachelor's degree, Finance
Massasoit Community College
Associate's degree, Accounting
SigmaPro
Six Sigma Black Belt
United States Navy
State Street August 2013 - Present
J.P. Morgan June 2013 - August 2013
Transamerica Asset Management May 2008 - June 2013
Citi September 2007 - May 2008
State Street April 2003 - September 2007
Skills
Confluence, Morningstar, Bloomberg Terminal, Lipper, Visio, Six Sigma, Microsoft SQL Server, Black Belt, Minitab, DMAIC, Lean Projects, Business Process..., Risk Assessment, Portfolio Performance..., Investment Performance, Fund Accounting, Financial Analysis, Mutual Funds, Asset Managment, Business Relationship..., Multi-currency..., Derivatives, Fixed Income, Equities, Pricing, Investment Valuation, Yields, AS400 system, Fund Administration, Fund Of Funds, Securities, Bloomberg, Financial Services, Hedge Funds, FINRA, SEC filings, Pensions, Quantitative Analytics, Series 6, Investments, Asset Management, ETFs
Education
Northeastern University
Master of Business Administration (MBA)
University of South Florida
Bachelor's degree, Finance
Massasoit Community College
Associate's degree, Accounting
SigmaPro
Six Sigma Black Belt
United States Navy
Christopher Doane Christopher Doane's J.P. Morgan Experience January 2015 - Present
Job Business Analyst at J.P. Morgan
Industry International Trade and Development
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan May 2014 - December 2014
Beverly Public Schools September 2013 - May 2014
Korea Hydro & Nuclear Power April 2011 - April 2012
BnG Language Institute July 2009 - July 2010
Skills
Economics, Microsoft Office, Econometrics, Stata, International Business, Matlab, English, Business English, Analysis, Quantitative Analytics, Financial Analysis, VBA, Finance, Research, International Economics, SPSS, Macroeconomics, Economic Research, International Relations, International..., Blue Sky, Statistics, Analytics, Microsoft Excel, Microsoft Word, SQL, R, Data Analysis, PowerPoint, Business Analysis, Teamwork, Teaching, Financial Modeling, MySQL
Education
Barcelona Graduate School of Economics 2012 — 2013
Master's degree, International Trade, Finance, and Development
McGill University 2005 — 2009
Bachelor of Arts (B.A.), Economics and International Development Studies
St. John's Preparatory School 2001 — 2005
J.P. Morgan January 2015 - Present
J.P. Morgan May 2014 - December 2014
Beverly Public Schools September 2013 - May 2014
Korea Hydro & Nuclear Power April 2011 - April 2012
BnG Language Institute July 2009 - July 2010
Skills
Economics, Microsoft Office, Econometrics, Stata, International Business, Matlab, English, Business English, Analysis, Quantitative Analytics, Financial Analysis, VBA, Finance, Research, International Economics, SPSS, Macroeconomics, Economic Research, International Relations, International..., Blue Sky, Statistics, Analytics, Microsoft Excel, Microsoft Word, SQL, R, Data Analysis, PowerPoint, Business Analysis, Teamwork, Teaching, Financial Modeling, MySQL
Education
Barcelona Graduate School of Economics 2012 — 2013
Master's degree, International Trade, Finance, and Development
McGill University 2005 — 2009
Bachelor of Arts (B.A.), Economics and International Development Studies
St. John's Preparatory School 2001 — 2005
Daniel Koval Daniel Koval's J.P. Morgan Experience January 1980 - January 1984
Job Free Agent Previous experience as Bank Treasurer, MD in Rates Trading and Rate Sales. Global Markets
Industry Capital Markets
Experience
Societe Generale Corporate and Investment Banking - SGCIB February 2014 - February 2015
RCap Securities, Inc. April 2012 - May 2013
Noor Bank May 2008 - March 2012
BNL BNP Paribas July 2005 - December 2007
Credit Agricole CIB (formerly Credit Lyonnais) January 1996 - April 2005
Credit Lyonnais Securities January 1995 - January 1996
HSBC (formerly Midland Bank plc) January 1984 - January 1995
Midland Bank plc January 1986 - January 1990
Midland Bank plc January 1984 - January 1986
J.P. Morgan January 1980 - January 1984
Skills
FX Options, Fixed Income, Money Market, Bonds, Trading, Treasury, Treasury Management, Structured Products, Derivatives, Portfolio Management, Swaps, Financial Risk, Interest Rate Risk..., Liquidity Management, Interest Rate..., Syndications, Banking, Options, Securities, Private Banking, Capital Markets, ALM, Islamic Finance, Financial Markets, Cash Management, Investments, Hedging, Financial Institutions, Investment Banking, Foreign Exchange, Currency, Credit, Finance, Funding, Emerging Markets, ABS, Trade Finance, Market Risk, Risk Management, Bloomberg, Securitization, Equities, Credit Risk, Liquidity, MBS, Hedge Funds, Operational Risk
Education
Lubin School of Business, Pace University 1982 — 1986
MBA, Finance
Mercy College
B.S, Business Administration
Societe Generale Corporate and Investment Banking - SGCIB February 2014 - February 2015
RCap Securities, Inc. April 2012 - May 2013
Noor Bank May 2008 - March 2012
BNL BNP Paribas July 2005 - December 2007
Credit Agricole CIB (formerly Credit Lyonnais) January 1996 - April 2005
Credit Lyonnais Securities January 1995 - January 1996
HSBC (formerly Midland Bank plc) January 1984 - January 1995
Midland Bank plc January 1986 - January 1990
Midland Bank plc January 1984 - January 1986
J.P. Morgan January 1980 - January 1984
Skills
FX Options, Fixed Income, Money Market, Bonds, Trading, Treasury, Treasury Management, Structured Products, Derivatives, Portfolio Management, Swaps, Financial Risk, Interest Rate Risk..., Liquidity Management, Interest Rate..., Syndications, Banking, Options, Securities, Private Banking, Capital Markets, ALM, Islamic Finance, Financial Markets, Cash Management, Investments, Hedging, Financial Institutions, Investment Banking, Foreign Exchange, Currency, Credit, Finance, Funding, Emerging Markets, ABS, Trade Finance, Market Risk, Risk Management, Bloomberg, Securitization, Equities, Credit Risk, Liquidity, MBS, Hedge Funds, Operational Risk
Education
Lubin School of Business, Pace University 1982 — 1986
MBA, Finance
Mercy College
B.S, Business Administration
Riccardo Abbate Riccardo Abbate's J.P. Morgan Experience April 2015 - Present
Job Associate at J.P. Morgan
Industry Higher Education
Experience
J.P. Morgan April 2015 - Present
Markit February 2013 - April 2015
MIT September 2012 - February 2013
Geode Capital Management June 2012 - September 2012
Massachusetts Institute of Technology September 2008 - June 2012
Massachusetts Institute of Technology April 2008 - June 2012
Massachusetts Institute of Technology September 2007 - June 2012
Universita' degli Studi di Genova April 2007 - August 2007
Skills
Physics, Theoretical Physics, Theory, PDE, ODE, Linear Algebra, Mathematica, R, Python, LaTeX, Java, Statistics, Scientific Computing
Education
Massachusetts Institute of Technology 2007 — 2012
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics
Universita' degli Studi di Milano 2004 — 2007
MS, Physics
Universita' degli Studi di Milano 2001 — 2004
Laurea Triennale, Physics
J.P. Morgan April 2015 - Present
Markit February 2013 - April 2015
MIT September 2012 - February 2013
Geode Capital Management June 2012 - September 2012
Massachusetts Institute of Technology September 2008 - June 2012
Massachusetts Institute of Technology April 2008 - June 2012
Massachusetts Institute of Technology September 2007 - June 2012
Universita' degli Studi di Genova April 2007 - August 2007
Skills
Physics, Theoretical Physics, Theory, PDE, ODE, Linear Algebra, Mathematica, R, Python, LaTeX, Java, Statistics, Scientific Computing
Education
Massachusetts Institute of Technology 2007 — 2012
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics
Universita' degli Studi di Milano 2004 — 2007
MS, Physics
Universita' degli Studi di Milano 2001 — 2004
Laurea Triennale, Physics
Sarah Barnhill-Hicks's J.P. Morgan Experience January 2000 - Present
Job Experienced sales professional seeking new opportunities
Industry Financial Services
Experience
J.P. Morgan January 2000 - Present
JP Morgan Chase Bank January 2000 - Present
Skills
Customer Service, Leadership, Sales, Microsoft Office, Strategic Planning, Financial Analysis, Risk Management, Finance, Team Building, Marketing
Education
McNeese State University 1998 — 2002
Business Administration and Management, General
J.P. Morgan January 2000 - Present
JP Morgan Chase Bank January 2000 - Present
Skills
Customer Service, Leadership, Sales, Microsoft Office, Strategic Planning, Financial Analysis, Risk Management, Finance, Team Building, Marketing
Education
McNeese State University 1998 — 2002
Business Administration and Management, General
Nicholas Exarhos Nicholas Exarhos's J.P. Morgan Experience 2008 - 2008
Job Sr. Investment Analyst at Hartford Investment Management
Industry Financial Services
Experience
Hartford Investment Management October 2014 - Present
State Street Corporation April 2012 - September 2014
State Street 2010 - 2012
J.P. Morgan 2008 - 2008
Investors Bank & Trust 2006 - 2008
Skills
Forecasting, Business Planning, Securities Lending, Operations Management, US GAAP, Mutual Funds, Bloomberg, Financial Services, Fund Accounting, Securities, Survey Research, Cash Flow, Sarbanes-Oxley Act, Statutory Accounting, Customer Service
Education
Merrimack College 2000 — 2004
Bachelor of Science (BS), Finance, General
Hartford Investment Management October 2014 - Present
State Street Corporation April 2012 - September 2014
State Street 2010 - 2012
J.P. Morgan 2008 - 2008
Investors Bank & Trust 2006 - 2008
Skills
Forecasting, Business Planning, Securities Lending, Operations Management, US GAAP, Mutual Funds, Bloomberg, Financial Services, Fund Accounting, Securities, Survey Research, Cash Flow, Sarbanes-Oxley Act, Statutory Accounting, Customer Service
Education
Merrimack College 2000 — 2004
Bachelor of Science (BS), Finance, General
Lea Jesse Lea Jesse's J.P. Morgan Experience October 2010 - June 2014
Job Patrons Program Director, Big Shoulders Fund
Industry Nonprofit Organization Management
Experience
Big Shoulders Fund November 2014 - Present
J.P. Morgan October 2010 - June 2014
Ernst & Young February 2009 - October 2010
CNC - Communications & Network Consulting May 2007 - December 2008
Deloitte Consulting September 2003 - May 2007
Skills
Change Management, Business Development, Leadership, Marketing Strategy, Management, Business Process..., Product Development, Product Management, Corporate Communications, Financial Services, Sales Management, Product Marketing, Issues Management, Business Relationship..., Client Service, International Project..., Corporate Branding, Media Relations, Public Relations, Budget Management, Financial Analysis, SharePoint, Socially Responsible..., Donor Advised Funds, Philanthropy, Sponsorship, Events, Private Foundations, Strategic Planning, Consulting, Management Consulting, Strategy, Project Management, Start-ups, Marketing
Education
Miami University 1999 — 2003
BS
Big Shoulders Fund November 2014 - Present
J.P. Morgan October 2010 - June 2014
Ernst & Young February 2009 - October 2010
CNC - Communications & Network Consulting May 2007 - December 2008
Deloitte Consulting September 2003 - May 2007
Skills
Change Management, Business Development, Leadership, Marketing Strategy, Management, Business Process..., Product Development, Product Management, Corporate Communications, Financial Services, Sales Management, Product Marketing, Issues Management, Business Relationship..., Client Service, International Project..., Corporate Branding, Media Relations, Public Relations, Budget Management, Financial Analysis, SharePoint, Socially Responsible..., Donor Advised Funds, Philanthropy, Sponsorship, Events, Private Foundations, Strategic Planning, Consulting, Management Consulting, Strategy, Project Management, Start-ups, Marketing
Education
Miami University 1999 — 2003
BS
Garrett Roche, CFA's J.P. Morgan Experience 2011 - 2012
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch 2014 - Present
Private Investments 2012 - 2014
J.P. Morgan 2011 - 2012
PricewaterhouseCoopers LLP 2007 - 2010
PricewaterhouseCoopers LLP 2005 - 2007
Garnet Capital Advisors, (Bear Stearns Cos.) 2004 - 2005
AIB Capital Markets plc 2002 - 2004
Marlborough International plc 2000 - 2002
Fidelity Investments International 1999 - 1999
Skills
Corporate Finance, Series 7, Series 63, Financial Analysis, Risk Management, CFA, Financial Modeling, Investment Management, Finance, Series 87, Investment Banking, Capital Markets, Banking, Investments, Fixed Income, Derivatives, Investment Strategy, Asset Management, Equity Research, Financial Services, Private Equity, Valuation, Strategy, Portfolio Management, Analytics, Hedge Funds, Equities, Merchant Banking, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, Credit Analysis, Wealth Management, Financial Risk, Treasury, Corporations, Competitive Analysis, Financial Markets, Economics, Financial Statement..., Management Accounting, Managerial Finance, Mergers, Securities, Bloomberg, Management, Consulting, Accounting
Education
CFA Institute
CFA Charter earned, Investments and Securities
University College Dublin 2012 — 2013
MA (Public Affairs)
The Chartered Institute of Management Accountants 2002 — 2004
ProfCert, Management Accounting
Institute of Public Administation 2002 — 2003
Diploma, Business Taxation
University College Dublin 1999 — 2001
MS (Econ), Economics & Finance
National University of Ireland, Maynooth 1995 — 1999
BA, Finance & Accounting
Cistercian College Roscrea
Gonzaga College, Dublin
Bank of America Merrill Lynch 2014 - Present
Private Investments 2012 - 2014
J.P. Morgan 2011 - 2012
PricewaterhouseCoopers LLP 2007 - 2010
PricewaterhouseCoopers LLP 2005 - 2007
Garnet Capital Advisors, (Bear Stearns Cos.) 2004 - 2005
AIB Capital Markets plc 2002 - 2004
Marlborough International plc 2000 - 2002
Fidelity Investments International 1999 - 1999
Skills
Corporate Finance, Series 7, Series 63, Financial Analysis, Risk Management, CFA, Financial Modeling, Investment Management, Finance, Series 87, Investment Banking, Capital Markets, Banking, Investments, Fixed Income, Derivatives, Investment Strategy, Asset Management, Equity Research, Financial Services, Private Equity, Valuation, Strategy, Portfolio Management, Analytics, Hedge Funds, Equities, Merchant Banking, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, Credit Analysis, Wealth Management, Financial Risk, Treasury, Corporations, Competitive Analysis, Financial Markets, Economics, Financial Statement..., Management Accounting, Managerial Finance, Mergers, Securities, Bloomberg, Management, Consulting, Accounting
Education
CFA Institute
CFA Charter earned, Investments and Securities
University College Dublin 2012 — 2013
MA (Public Affairs)
The Chartered Institute of Management Accountants 2002 — 2004
ProfCert, Management Accounting
Institute of Public Administation 2002 — 2003
Diploma, Business Taxation
University College Dublin 1999 — 2001
MS (Econ), Economics & Finance
National University of Ireland, Maynooth 1995 — 1999
BA, Finance & Accounting
Cistercian College Roscrea
Gonzaga College, Dublin
Viorel Costeanu's J.P. Morgan Experience July 2013 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Morgan Stanley May 2011 - June 2013
J.P. Morgan May 2005 - April 2011
Institute for Advanced Study September 2004 - May 2005
Education
Massachusetts Institute of Technology 1999 — 2004
J.P. Morgan July 2013 - Present
Morgan Stanley May 2011 - June 2013
J.P. Morgan May 2005 - April 2011
Institute for Advanced Study September 2004 - May 2005
Education
Massachusetts Institute of Technology 1999 — 2004
Scott Hansen's J.P. Morgan Experience December 2011 - Present
Job Healthcare Desk Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan December 2011 - Present
J.P. Morgan June 2008 - January 2012
Bear Stearns 2005 - June 2008
SAC Capital 2004 - 2004
Goldman Sachs 2003 - 2004
Banc of America Securities 2002 - 2003
Skills
Managed Care, Equity Research, Healthcare, Equity Trading, Investment Banking
Education
Massachusetts Institute of Technology 1998 — 2002
Wilson High School 1994 — 1998
J.P. Morgan December 2011 - Present
J.P. Morgan June 2008 - January 2012
Bear Stearns 2005 - June 2008
SAC Capital 2004 - 2004
Goldman Sachs 2003 - 2004
Banc of America Securities 2002 - 2003
Skills
Managed Care, Equity Research, Healthcare, Equity Trading, Investment Banking
Education
Massachusetts Institute of Technology 1998 — 2002
Wilson High School 1994 — 1998
Kevin Marrs's J.P. Morgan Experience April 2014 - Present
Job Associate Corporate Client Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Robert W. Baird & Co. July 2012 - March 2014
Massachusetts Institute of Technology August 2010 - June 2012
Robert W. Baird & Co. May 2011 - August 2011
Shure Incorporated June 2009 - August 2010
Shure, Inc July 2008 - June 2009
Shure, Inc July 2007 - June 2008
Shure, Inc July 2006 - June 2007
Shure, Inc February 2006 - May 2007
Shure, Inc August 2004 - January 2006
Skills
Investment Banking, Cross-functional Team..., Business Strategy, Product Management, Strategy, Competitive Analysis, Valuation, Analytics, Product Development, Financial Analysis, Financial Modeling, Corporate Finance, Data Analysis, Project Management, Business Development, Statistics, Mergers, Mergers & Acquisitions, Business Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., General Engineering
J.P. Morgan April 2014 - Present
Robert W. Baird & Co. July 2012 - March 2014
Massachusetts Institute of Technology August 2010 - June 2012
Robert W. Baird & Co. May 2011 - August 2011
Shure Incorporated June 2009 - August 2010
Shure, Inc July 2008 - June 2009
Shure, Inc July 2007 - June 2008
Shure, Inc July 2006 - June 2007
Shure, Inc February 2006 - May 2007
Shure, Inc August 2004 - January 2006
Skills
Investment Banking, Cross-functional Team..., Business Strategy, Product Management, Strategy, Competitive Analysis, Valuation, Analytics, Product Development, Financial Analysis, Financial Modeling, Corporate Finance, Data Analysis, Project Management, Business Development, Statistics, Mergers, Mergers & Acquisitions, Business Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Finance
University of Illinois at Urbana-Champaign 1999 — 2003
B.S., General Engineering
Shahan Bhaidani's J.P. Morgan Experience June 2008 - August 2008
Job MBA Candidate at MIT Sloan School of Management
Industry Information Technology and Services
Experience
Endurance International Group September 2011 - May 2014
Alliance Consulting Group 2009 - September 2011
J.P. Morgan June 2008 - August 2008
Chartic June 2007 - September 2007
Lehman Brothers January 2007 - February 2007
Skills
Pragmatic Marketing..., Product Management, Analytics, SaaS, Product Launch, Competitive Analysis, Agile Project Management, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2005 — 2009
Endurance International Group September 2011 - May 2014
Alliance Consulting Group 2009 - September 2011
J.P. Morgan June 2008 - August 2008
Chartic June 2007 - September 2007
Lehman Brothers January 2007 - February 2007
Skills
Pragmatic Marketing..., Product Management, Analytics, SaaS, Product Launch, Competitive Analysis, Agile Project Management, Strategic Partnerships
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Middlebury College 2005 — 2009
Keryne Flaherty's J.P. Morgan Experience August 2010 - Present
Job Hedge Fund Services Supervisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2010 - Present
Kaufman Rossin Fund Services October 2007 - February 2010
Investors Bank & Trust/State Street Corporation December 2006 - October 2007
Investors Bank & Trust September 2004 - December 2006
Investors Bank & Trust September 2003 - September 2004
Skills
Financial Statements, Accounting, Equities, Settlement, Microsoft Excel, Risk Management, PowerPoint, Microsoft Word, Outlook, Microsoft Money, Database Administration, Fund Administration, Hedge Funds, Fund Of Funds, Back Office, Allocations, Client Service Oriented, Client Liaison, Financial Analysis
Education
Merrimack College
Bachelor of Science, Business Administration; Finance
J.P. Morgan August 2010 - Present
Kaufman Rossin Fund Services October 2007 - February 2010
Investors Bank & Trust/State Street Corporation December 2006 - October 2007
Investors Bank & Trust September 2004 - December 2006
Investors Bank & Trust September 2003 - September 2004
Skills
Financial Statements, Accounting, Equities, Settlement, Microsoft Excel, Risk Management, PowerPoint, Microsoft Word, Outlook, Microsoft Money, Database Administration, Fund Administration, Hedge Funds, Fund Of Funds, Back Office, Allocations, Client Service Oriented, Client Liaison, Financial Analysis
Education
Merrimack College
Bachelor of Science, Business Administration; Finance
Jack Hacking's J.P. Morgan Experience August 2011 - June 2014
Job Vice President at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank July 2014 - Present
J.P. Morgan August 2011 - June 2014
Thacher Proffitt & Wood LLP 2005 - 2008
Skills
Securities Regulation, Capital Markets, Securitization
Education
Tulane University Law School 2000 — 2003
JD
McGill University 1996 — 2000
B.A. (Hons.), History & Anthropology
Deutsche Bank July 2014 - Present
J.P. Morgan August 2011 - June 2014
Thacher Proffitt & Wood LLP 2005 - 2008
Skills
Securities Regulation, Capital Markets, Securitization
Education
Tulane University Law School 2000 — 2003
JD
McGill University 1996 — 2000
B.A. (Hons.), History & Anthropology
Ted Speyer's J.P. Morgan Experience June 2009 - August 2009
Job Vice President at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2010 - Present
J.P. Morgan June 2009 - August 2009
KPMG Advisory - Forensic Pharmaceuticals Practice June 2005 - April 2008
Innovatix LLC September 2003 - June 2005
Octagon October 2002 - May 2003
Skills
Business Strategy, New Business Development, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Mergers, Equities, Mergers & Acquisitions, Investment Banking, Valuation, Leveraged Finance, Management, IPO, Capital Markets, LBO, Financial Structuring, Bloomberg, Analysis, M&A experience
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance and Corporate Strategy
McGill University 1998 — 2002
BA, Economics
RBC Capital Markets July 2010 - Present
J.P. Morgan June 2009 - August 2009
KPMG Advisory - Forensic Pharmaceuticals Practice June 2005 - April 2008
Innovatix LLC September 2003 - June 2005
Octagon October 2002 - May 2003
Skills
Business Strategy, New Business Development, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Mergers, Equities, Mergers & Acquisitions, Investment Banking, Valuation, Leveraged Finance, Management, IPO, Capital Markets, LBO, Financial Structuring, Bloomberg, Analysis, M&A experience
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Finance and Corporate Strategy
McGill University 1998 — 2002
BA, Economics
Neil Zieses, CFA's J.P. Morgan Experience May 2010 - August 2011
Job MBA Candidate at MIT Sloan School of Management
Industry Financial Services
Experience
Deutsche Bank Securities August 2011 - May 2014
J.P. Morgan May 2010 - August 2011
Goldman Sachs October 2008 - May 2010
Bloomberg June 2007 - October 2008
Skills
Fixed Income, Quantitative Finance, Derivatives, C++, Perl, Java, Algorithms, MBS, Bloomberg, Linux, Trading Systems, Equity Derivatives, Equities, Market Data, Structured Products, Analytics, Risk Management, Analysis, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
University of Michigan 2003 — 2007
Bachelor of Science in Engineering, Computer Engineering
Deutsche Bank Securities August 2011 - May 2014
J.P. Morgan May 2010 - August 2011
Goldman Sachs October 2008 - May 2010
Bloomberg June 2007 - October 2008
Skills
Fixed Income, Quantitative Finance, Derivatives, C++, Perl, Java, Algorithms, MBS, Bloomberg, Linux, Trading Systems, Equity Derivatives, Equities, Market Data, Structured Products, Analytics, Risk Management, Analysis, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
University of Michigan 2003 — 2007
Bachelor of Science in Engineering, Computer Engineering
Alvin Wong's J.P. Morgan Experience October 2014 - Present
Job Senior Vice President Canada Middle Market Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
GE Capital March 2014 - October 2014
GE Capital January 2008 - March 2014
GE Capital May 2007 - December 2007
CIT Business Credit Canada Inc. June 2006 - May 2007
Skills
Asset Based Lending, Relationship Management, Portfolio Management, Financial Analysis, Loans, Credit, Credit Analysis, Underwriting, Commercial Lending, Banking, Financial Modeling, Finance, Commercial Banking, Negotiation, Investments, Leadership
Education
McMaster University 2002 — 2006
Honours Bachelor of Commerce, Finance, Marketing
J.P. Morgan October 2014 - Present
GE Capital March 2014 - October 2014
GE Capital January 2008 - March 2014
GE Capital May 2007 - December 2007
CIT Business Credit Canada Inc. June 2006 - May 2007
Skills
Asset Based Lending, Relationship Management, Portfolio Management, Financial Analysis, Loans, Credit, Credit Analysis, Underwriting, Commercial Lending, Banking, Financial Modeling, Finance, Commercial Banking, Negotiation, Investments, Leadership
Education
McMaster University 2002 — 2006
Honours Bachelor of Commerce, Finance, Marketing
Taimoor Noor's J.P. Morgan Experience July 2013 - August 2014
Job Director of Business Testing at GreatWest Financial
Industry Executive Office
Experience
Great-West Financial August 2014 - Present
J.P. Morgan July 2013 - August 2014
Sprint Nextel January 2012 - July 2013
Sprint May 2010 - January 2012
Sprint May 2010 - May 2011
Sprint November 2006 - April 2010
Sprint Nextel 2005 - 2006
Sprint Nextel 2004 - 2005
Skills
Telecommunications, Wireless, Vendor Management, Agile Methodologies, Management, Leadership, Strategic Planning, Process Improvement, Enterprise Software, SDLC, Testing, Program Management, VoIP, Cross-functional Team..., Integration, Software Project..., PMP, Product Management, Unix, Budgets, Forecasting, Risk Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
Executive Management Program
University of Kansas - Graduate School 2004 — 2007
MS, Engineering Management
University of Kansas - School of Engineering 1994 — 1998
BS, Engineering Physics - Digital Systems
Great-West Financial August 2014 - Present
J.P. Morgan July 2013 - August 2014
Sprint Nextel January 2012 - July 2013
Sprint May 2010 - January 2012
Sprint May 2010 - May 2011
Sprint November 2006 - April 2010
Sprint Nextel 2005 - 2006
Sprint Nextel 2004 - 2005
Skills
Telecommunications, Wireless, Vendor Management, Agile Methodologies, Management, Leadership, Strategic Planning, Process Improvement, Enterprise Software, SDLC, Testing, Program Management, VoIP, Cross-functional Team..., Integration, Software Project..., PMP, Product Management, Unix, Budgets, Forecasting, Risk Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
Executive Management Program
University of Kansas - Graduate School 2004 — 2007
MS, Engineering Management
University of Kansas - School of Engineering 1994 — 1998
BS, Engineering Physics - Digital Systems
Michael LaPoint's J.P. Morgan Experience March 1996 - March 1997
Job Professional Services at AXSOne
Industry Information Technology and Services
Experience
AXS-One December 2013 - Present
AXS-One October 2004 - December 2013
CHUBB AND SON March 2004 - October 2004
INTERNATIONAL FLAVORS AND FRAGRANCES February 2002 - March 2004
Kepner-Tregoe January 1998 - February 2002
International Flavors and Fragrances 1999 - 1999
Chase Manhattan Corporation March 1997 - January 1998
Consultant at International Flavors and Frangrances 1997 - 1998
J.P. Morgan March 1996 - March 1997
Gemini Consulting November 1993 - March 1996
Skills
Solaris, Linux, Windows, JavaScript, Java, Perl, Visual Studio, C++, Eclipse, Quality Assurance, LotusScript, SDLC, Customer Relations, Microsoft Office, MS Project, iWork, VSS, Litigation Support, Application Performance..., Sales Support, Objective-C, Mac OS, Subversion, Xcode, Lotus Notes, Lotus Domino, Servers, Sametime, SMTP, VMware, Lotus, Architecture, XML, Application Development, HTML, Messaging, Agile, Software Development, Operating Systems, System Administration, System Architecture, Windows Server, Software Project..., Agile Methodologies
Education
Mercer County Community College
Mercer Community College
Associates Degree
AXS-One December 2013 - Present
AXS-One October 2004 - December 2013
CHUBB AND SON March 2004 - October 2004
INTERNATIONAL FLAVORS AND FRAGRANCES February 2002 - March 2004
Kepner-Tregoe January 1998 - February 2002
International Flavors and Fragrances 1999 - 1999
Chase Manhattan Corporation March 1997 - January 1998
Consultant at International Flavors and Frangrances 1997 - 1998
J.P. Morgan March 1996 - March 1997
Gemini Consulting November 1993 - March 1996
Skills
Solaris, Linux, Windows, JavaScript, Java, Perl, Visual Studio, C++, Eclipse, Quality Assurance, LotusScript, SDLC, Customer Relations, Microsoft Office, MS Project, iWork, VSS, Litigation Support, Application Performance..., Sales Support, Objective-C, Mac OS, Subversion, Xcode, Lotus Notes, Lotus Domino, Servers, Sametime, SMTP, VMware, Lotus, Architecture, XML, Application Development, HTML, Messaging, Agile, Software Development, Operating Systems, System Administration, System Architecture, Windows Server, Software Project..., Agile Methodologies
Education
Mercer County Community College
Mercer Community College
Associates Degree
Judith Hertzberg's J.P. Morgan Experience July 1982 - June 2003
Job Financial Services Executive, excelling at implementing a control environment
Industry Financial Services
Experience
Judith Hertzberg Associates November 2011 - Present
Morgan Stanley January 2011 - April 2011
Judith Hertzberg Associates March 2004 - December 2010
J.P. Morgan July 1982 - June 2003
Bankers Trust Company August 1977 - June 1982
Skills
Risk Management, Policy, Credit Risk, Training, Credit, Business Process..., Financial Services
Education
Massachusetts Institute of Technology - Sloan School of Management 1975 — 1977
University of Michigan
Bachelor
Judith Hertzberg Associates November 2011 - Present
Morgan Stanley January 2011 - April 2011
Judith Hertzberg Associates March 2004 - December 2010
J.P. Morgan July 1982 - June 2003
Bankers Trust Company August 1977 - June 1982
Skills
Risk Management, Policy, Credit Risk, Training, Credit, Business Process..., Financial Services
Education
Massachusetts Institute of Technology - Sloan School of Management 1975 — 1977
University of Michigan
Bachelor
Kelli Scott's J.P. Morgan Experience September 2013 - Present
Job Support Coordinator at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
JP Morgan September 2012 - Present
Chartis / AIG November 2009 - September 2012
AIG June 2007 - November 2009
Assured Guaranty (Formerly Financial Security Assurance) 2001 - 2007
Skills
Microsoft Office, Administrative Support, Spanish, Concur, Ariba, Executive Assistant, Access, Community Outreach, Telephone Skills, Office Management, Administrative..., Confidentiality, Leadership, Spreadsheets, Training, Invoicing, Office Administration, Customer Service, PeopleSoft, Insurance, Adobe Acrobat, Executive Support, Management, Outlook
Education
Mercy College
Master of Science (M.S.), Organizational Leadership
Mercy College
Bachelor's degree, Business
J.P. Morgan September 2013 - Present
JP Morgan September 2012 - Present
Chartis / AIG November 2009 - September 2012
AIG June 2007 - November 2009
Assured Guaranty (Formerly Financial Security Assurance) 2001 - 2007
Skills
Microsoft Office, Administrative Support, Spanish, Concur, Ariba, Executive Assistant, Access, Community Outreach, Telephone Skills, Office Management, Administrative..., Confidentiality, Leadership, Spreadsheets, Training, Invoicing, Office Administration, Customer Service, PeopleSoft, Insurance, Adobe Acrobat, Executive Support, Management, Outlook
Education
Mercy College
Master of Science (M.S.), Organizational Leadership
Mercy College
Bachelor's degree, Business
Javier Renna's J.P. Morgan Experience June 2013 - Present
Job Analyst at JP Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan November 2011 - June 2013
Deloitte March 2011 - October 2011
Scotiabank June 2008 - February 2010
Renna Brothers Waterski & Wakeboard School May 2009 - September 2009
Skills
Corporate Finance, Credit Risk, Financial Analysis, Financial Modeling, Investment Banking, Portfolio Management, Risk Management, Capital Markets, Valuation, Equities
Education
McGill University 2007 — 2010
Bachelor of Commerce (B.Com.), Finance & Entrepreneurship
J.P. Morgan June 2013 - Present
J.P. Morgan November 2011 - June 2013
Deloitte March 2011 - October 2011
Scotiabank June 2008 - February 2010
Renna Brothers Waterski & Wakeboard School May 2009 - September 2009
Skills
Corporate Finance, Credit Risk, Financial Analysis, Financial Modeling, Investment Banking, Portfolio Management, Risk Management, Capital Markets, Valuation, Equities
Education
McGill University 2007 — 2010
Bachelor of Commerce (B.Com.), Finance & Entrepreneurship
Janine Moreno's J.P. Morgan Experience September 2010 - Present
Job Executive Director, Global Technology at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2010 - Present
Education
Mercy College
J.P. Morgan September 2010 - Present
Education
Mercy College
Mark Rakowski's J.P. Morgan Experience July 2013 - Present
Job Quantitative Research CLO Modeling at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Altum Capital Management (formerly Capstone Credit Fund) January 2012 - July 2013
Capstone Credit Fund March 2009 - January 2012
KBC Financial Products March 2005 - March 2009
Bear Stearns July 1996 - March 2005
Skills
Financial Modeling, ABS, Structured Products, Financial Structuring, CDO, Analytics, Rates, Derivatives, Fixed Income, Quantitative Finance, Credit Derivatives, Equities, Trading Systems, Bloomberg, CLO
Education
Massachusetts Institute of Technology
BS, Physics, Mathematics
Yale University
PhD, Theoretical Physics
J.P. Morgan July 2013 - Present
Altum Capital Management (formerly Capstone Credit Fund) January 2012 - July 2013
Capstone Credit Fund March 2009 - January 2012
KBC Financial Products March 2005 - March 2009
Bear Stearns July 1996 - March 2005
Skills
Financial Modeling, ABS, Structured Products, Financial Structuring, CDO, Analytics, Rates, Derivatives, Fixed Income, Quantitative Finance, Credit Derivatives, Equities, Trading Systems, Bloomberg, CLO
Education
Massachusetts Institute of Technology
BS, Physics, Mathematics
Yale University
PhD, Theoretical Physics
Amanda Ens's J.P. Morgan Experience January 2014 - Present
Job Executive Director at J.P. Morgan, Global Investment Opportunities
Industry Banking
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan July 2011 - January 2014
J.P. Morgan June 2008 - July 2011
Bear Stearns February 2006 - May 2008
Skills
Capital Markets, Derivatives, FX, Bloomberg, Fixed Income Products, Interest Rate..., Emerging Markets, Alternative Investments, Hedge Accounting, Interest Rate Risk..., FX Risk Management, Corporate Finance, Credit Derivatives, Structured Products, Equities, Equity Derivatives, Swaps, Investment Strategies, Hedging, FX Hedging, Options, Private Equity, Investments, FX Derivatives, Bonds, Macroeconomics
Education
McGill University 2001 — 2005
Finance
J.P. Morgan January 2014 - Present
J.P. Morgan July 2011 - January 2014
J.P. Morgan June 2008 - July 2011
Bear Stearns February 2006 - May 2008
Skills
Capital Markets, Derivatives, FX, Bloomberg, Fixed Income Products, Interest Rate..., Emerging Markets, Alternative Investments, Hedge Accounting, Interest Rate Risk..., FX Risk Management, Corporate Finance, Credit Derivatives, Structured Products, Equities, Equity Derivatives, Swaps, Investment Strategies, Hedging, FX Hedging, Options, Private Equity, Investments, FX Derivatives, Bonds, Macroeconomics
Education
McGill University 2001 — 2005
Finance
Artem Tomashevsky's J.P. Morgan Experience June 2013 - June 2014
Job Senior Business Analyst at Reval
Industry Financial Services
Experience
Reval June 2014 - Present
J.P. Morgan June 2013 - June 2014
J.P. Morgan November 2009 - June 2013
State Street March 2007 - August 2007
National Bank of Canada May 2006 - August 2006
National Bank of Canada September 2005 - December 2005
Skills
Derivatives, Equities, Trading, Fixed Income, Options, Finance, Bonds, Bloomberg, Mutual Funds, Financial Analysis, Investments, Hedge Funds, Securities, Portfolio Management, Financial Modeling, Business Intelligence, Mathematics
Education
The University of Edinburgh 2007 — 2008
Masters of Science, Finance and Investment, 3.7
McGill University 2003 — 2006
Bachelor of Commerce, Finance, Management, 3.4
Reval June 2014 - Present
J.P. Morgan June 2013 - June 2014
J.P. Morgan November 2009 - June 2013
State Street March 2007 - August 2007
National Bank of Canada May 2006 - August 2006
National Bank of Canada September 2005 - December 2005
Skills
Derivatives, Equities, Trading, Fixed Income, Options, Finance, Bonds, Bloomberg, Mutual Funds, Financial Analysis, Investments, Hedge Funds, Securities, Portfolio Management, Financial Modeling, Business Intelligence, Mathematics
Education
The University of Edinburgh 2007 — 2008
Masters of Science, Finance and Investment, 3.7
McGill University 2003 — 2006
Bachelor of Commerce, Finance, Management, 3.4
Adrian Wu's J.P. Morgan Experience May 2013 - April 2015
Job Investment professional at Silver Lake
Industry Venture Capital & Private Equity
Experience
Silver Lake May 2015 - Present
J.P. Morgan May 2013 - April 2015
Skills
Valuation, Financial Modeling, Presentations, Sales, IPO, Private Placements, Acquisitions, LBO, Private Equity, Investment Banking, Corporate Finance
Education
McGill University
B.Com, Honours Finance/Economics
Silver Lake May 2015 - Present
J.P. Morgan May 2013 - April 2015
Skills
Valuation, Financial Modeling, Presentations, Sales, IPO, Private Placements, Acquisitions, LBO, Private Equity, Investment Banking, Corporate Finance
Education
McGill University
B.Com, Honours Finance/Economics
Seok Yoon Jeong's J.P. Morgan Experience September 2007 - Present
Job Equity Derivatives Trader Index vol
Industry Financial Services
Experience
J.P. Morgan September 2007 - Present
Education
Massachusetts Institute of Technology
BS, Chemical Engineering
J.P. Morgan September 2007 - Present
Education
Massachusetts Institute of Technology
BS, Chemical Engineering
Allie Boes's J.P. Morgan Experience April 2012 - Present
Job Internal Client Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
J.P. Morgan May 2011 - April 2012
JPMorgan Chase March 2010 - May 2011
Wells Fargo June 2009 - March 2010
The Miami Student February 2008 - March 2009
Total Quality Logistics May 2008 - August 2008
Skills
Cold Calling, Marketing, Salesforce.com, Financial Analysis, Sales, Account Management, Social Media Marketing, Microsoft Excel, Customer Service, Credit, Social Media, Microsoft Office, Market Research, Leadership
Education
Miami University 2005 — 2009
Bachelor's, Marketing
St. Ursula Academy 2001 — 2005
J.P. Morgan April 2012 - Present
J.P. Morgan May 2011 - April 2012
JPMorgan Chase March 2010 - May 2011
Wells Fargo June 2009 - March 2010
The Miami Student February 2008 - March 2009
Total Quality Logistics May 2008 - August 2008
Skills
Cold Calling, Marketing, Salesforce.com, Financial Analysis, Sales, Account Management, Social Media Marketing, Microsoft Excel, Customer Service, Credit, Social Media, Microsoft Office, Market Research, Leadership
Education
Miami University 2005 — 2009
Bachelor's, Marketing
St. Ursula Academy 2001 — 2005
Molly McCartin's J.P. Morgan Experience June 2011 - June 2013
Job Business Operations Associate at Livongo Health
Industry Venture Capital & Private Equity
Experience
Livongo Health April 2014 - Present
7Wire Ventures June 2013 - April 2014
J.P. Morgan June 2011 - June 2013
JP Morgan June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Financial Analysis, Equity Research, Financial Modeling, Valuation, Business Analysis, Bloomberg, Private Equity, Entrepreneurship, Economics, Corporate Development, Due Diligence, Analytics, Data Analysis
Education
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Mathematics
Livongo Health April 2014 - Present
7Wire Ventures June 2013 - April 2014
J.P. Morgan June 2011 - June 2013
JP Morgan June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Financial Analysis, Equity Research, Financial Modeling, Valuation, Business Analysis, Bloomberg, Private Equity, Entrepreneurship, Economics, Corporate Development, Due Diligence, Analytics, Data Analysis
Education
Massachusetts Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Mathematics
Rita Roper's J.P. Morgan Experience February 1988 - September 1998
Job Experienced in Finanacial Management and Care Giver
Industry Health, Wellness and Fitness
John Iborg's J.P. Morgan Experience December 2013 - Present
Job Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan December 2013 - Present
JPMorgan Chase December 2012 - December 2013
Ernst & Young June 2012 - August 2012
Goodworth Kitchie and Associates Wealth Management June 2009 - September 2009
Skills
C++, Microsoft Excel, R, Matlab, PowerPoint, VBA, Bloomberg Terminal
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2012
Master of Quantitative Finance
Mercyhurst College 2007 — 2010
Finance, Business
Xavier University 2006 — 2007
J.P. Morgan December 2013 - Present
JPMorgan Chase December 2012 - December 2013
Ernst & Young June 2012 - August 2012
Goodworth Kitchie and Associates Wealth Management June 2009 - September 2009
Skills
C++, Microsoft Excel, R, Matlab, PowerPoint, VBA, Bloomberg Terminal
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2012
Master of Quantitative Finance
Mercyhurst College 2007 — 2010
Finance, Business
Xavier University 2006 — 2007
Lucy Jin's J.P. Morgan Experience 2004 - 2006
Job Researcher
Industry Investment Management
Experience
The Wharton School 2006 - 2013
J.P. Morgan 2004 - 2006
Skills
Quantitative Investment..., Quantitative Analytics, Equity Derivatives, Investment Strategies, Investment Management, Time Series Analysis, Equity Research, Financial Modeling, Bloomberg, Derivatives, Portfolio Optimization, Fixed Income, Quantitative Investing, Equities, Options, Capital Markets, Software Engineering, Algorithm Design
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Doctor of Philosophy (PhD), Finance
University of Pennsylvania - The Wharton School 2006 — 2009
Master of Arts (MA), Finance
Massachusetts Institute of Technology 2000 — 2004
Bachelor of Science (B.Sc.), Computer Science, Economics
The Wharton School 2006 - 2013
J.P. Morgan 2004 - 2006
Skills
Quantitative Investment..., Quantitative Analytics, Equity Derivatives, Investment Strategies, Investment Management, Time Series Analysis, Equity Research, Financial Modeling, Bloomberg, Derivatives, Portfolio Optimization, Fixed Income, Quantitative Investing, Equities, Options, Capital Markets, Software Engineering, Algorithm Design
Education
University of Pennsylvania - The Wharton School 2010 — 2013
Doctor of Philosophy (PhD), Finance
University of Pennsylvania - The Wharton School 2006 — 2009
Master of Arts (MA), Finance
Massachusetts Institute of Technology 2000 — 2004
Bachelor of Science (B.Sc.), Computer Science, Economics
Peter Vassallo's J.P. Morgan Experience September 2009 - April 2012
Job Junior Portfolio Manager at FFTW
Industry Financial Services
Experience
FFTW June 2013 - Present
J.P. Morgan September 2009 - April 2012
J.P. Morgan June 2008 - September 2008
Skills
Bloomberg, Options, Exotic Derivatives, Microsoft Excel, Trading, FX Hedging, Interest Rate Hedging, Derivatives, FX trading, Fixed Income, Structured Products, Portfolio Management, Financial Risk, FX Options, Financial Services, Currency, Financial Modeling, Finance, Investments, Capital Markets
Education
MIT Sloan School of Management 2012 — 2013
Master's degree, Finance, 4.9/5.0
University of Nottingham 2007 — 2009
BSc Jt Hons, Mathematics & Economics, First Class Honours
FFTW June 2013 - Present
J.P. Morgan September 2009 - April 2012
J.P. Morgan June 2008 - September 2008
Skills
Bloomberg, Options, Exotic Derivatives, Microsoft Excel, Trading, FX Hedging, Interest Rate Hedging, Derivatives, FX trading, Fixed Income, Structured Products, Portfolio Management, Financial Risk, FX Options, Financial Services, Currency, Financial Modeling, Finance, Investments, Capital Markets
Education
MIT Sloan School of Management 2012 — 2013
Master's degree, Finance, 4.9/5.0
University of Nottingham 2007 — 2009
BSc Jt Hons, Mathematics & Economics, First Class Honours
Crutcher Reiss's J.P. Morgan Experience August 2011 - August 2013
Job Founder at myMix Nutrition
Industry Financial Services
Experience
myMix Nutrition February 2014 - Present
J.P. Morgan August 2011 - August 2013
Shumway Capital Partners September 2010 - July 2011
Education
McIntire School of Commerce 2009 — 2010
Master of Science (M.S.), Finance
University of Virginia 2005 — 2009
Bachelor of Arts (B.A.), History, Economics
myMix Nutrition February 2014 - Present
J.P. Morgan August 2011 - August 2013
Shumway Capital Partners September 2010 - July 2011
Education
McIntire School of Commerce 2009 — 2010
Master of Science (M.S.), Finance
University of Virginia 2005 — 2009
Bachelor of Arts (B.A.), History, Economics
Terry Abbott II's J.P. Morgan Experience December 2011 - October 2012
Job Professional Sales Representative
Industry Information Technology and Services
Experience
Questionmark December 2014 - July 2015
Reputation.com May 2014 - December 2014
CDW October 2012 - May 2014
Arizona Army National Guard June 2007 - June 2013
J.P. Morgan December 2011 - October 2012
US Army June 2007 - June 2011
Bank of America January 2010 - August 2010
Skills
Military, Security Clearance, Military Operations, Salesforce.com, Leadership, Account Management, Sales, Army, Operational Planning, Team Leadership, Security, Cloud Computing, Intelligence Analysis, Mortgage Banking, Training, Loss Mitigation, Information Technology, IT Service Management, IT Solutions, Loan processing, Transportation, Collections, Counterterrorism, Network Design, Wireless Networking, Social Networking, Network Engineering, Data Center, Virtualization, Organizational..., Online Reputation..., Online Social Networking, Social Media Marketing, Social Media Integration, CRM Integration, Quotations, Customer Relations, Cyber-security
Education
Mesa Community College 2011 — 2012
Mesa Community College
Questionmark December 2014 - July 2015
Reputation.com May 2014 - December 2014
CDW October 2012 - May 2014
Arizona Army National Guard June 2007 - June 2013
J.P. Morgan December 2011 - October 2012
US Army June 2007 - June 2011
Bank of America January 2010 - August 2010
Skills
Military, Security Clearance, Military Operations, Salesforce.com, Leadership, Account Management, Sales, Army, Operational Planning, Team Leadership, Security, Cloud Computing, Intelligence Analysis, Mortgage Banking, Training, Loss Mitigation, Information Technology, IT Service Management, IT Solutions, Loan processing, Transportation, Collections, Counterterrorism, Network Design, Wireless Networking, Social Networking, Network Engineering, Data Center, Virtualization, Organizational..., Online Reputation..., Online Social Networking, Social Media Marketing, Social Media Integration, CRM Integration, Quotations, Customer Relations, Cyber-security
Education
Mesa Community College 2011 — 2012
Mesa Community College
Tom Samuelson's J.P. Morgan Experience July 2014 - February 2015
Job Associate Director at Intrexon
Industry Biotechnology
Experience
Intrexon Corporation February 2015 - Present
J.P. Morgan July 2014 - February 2015
MIT Sloan School of Management August 2012 - June 2014
JPMorgan Chase June 2013 - August 2013
Analysis Group January 2011 - September 2012
Analysis Group August 2009 - December 2010
Kingswood Oxford School September 2008 - June 2009
Camp Becket YMCA 2003 - 2009
Skills
Multivariate Statistics, Statistical Modeling, Regression Analysis, Cost Model Development, Health Economics, Data Dissemination, New Business Development, Client Development, Business Relationship..., Project Management, Project Planning, Recruiting, Hiring Employees, Peer Mentoring, SAS programming, Stata, Microsoft Excel
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Williams College 2005 — 2008
BA, Biology, Neuroscience, Psychology, 2008
Intrexon Corporation February 2015 - Present
J.P. Morgan July 2014 - February 2015
MIT Sloan School of Management August 2012 - June 2014
JPMorgan Chase June 2013 - August 2013
Analysis Group January 2011 - September 2012
Analysis Group August 2009 - December 2010
Kingswood Oxford School September 2008 - June 2009
Camp Becket YMCA 2003 - 2009
Skills
Multivariate Statistics, Statistical Modeling, Regression Analysis, Cost Model Development, Health Economics, Data Dissemination, New Business Development, Client Development, Business Relationship..., Project Management, Project Planning, Recruiting, Hiring Employees, Peer Mentoring, SAS programming, Stata, Microsoft Excel
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Williams College 2005 — 2008
BA, Biology, Neuroscience, Psychology, 2008
Kathleen Carmody's J.P. Morgan Experience 2008 - Present
Job Supervisory Analyst, Options Principal
Industry Financial Services
Experience
J.P. Morgan 2008 - Present
Bear Stearns 2003 - 2008
Bank of America 2000 - 2003
Montgomery Securities 1998 - 2000
Salomon Brothers 1993 - 1998
Education
Massachusetts Institute of Technology 1982 — 1987
BS, Finance
J.P. Morgan 2008 - Present
Bear Stearns 2003 - 2008
Bank of America 2000 - 2003
Montgomery Securities 1998 - 2000
Salomon Brothers 1993 - 1998
Education
Massachusetts Institute of Technology 1982 — 1987
BS, Finance
Marco Morra's J.P. Morgan Experience June 2012 - July 2014
Job Associate at Alinda Capital Partners LLC
Industry Financial Services
Experience
Alinda Capital Partners LLC July 2014 - Present
J.P. Morgan June 2012 - July 2014
McGill Investment Club June 2011 - May 2012
J.P. Morgan June 2011 - August 2011
Bank of Montreal May 2010 - August 2010
Education
McGill University 2008 — 2012
Bachelor of Commerce, Major in Finance, Minor in Accounting
Upper Canada College 1998 — 2008
Alinda Capital Partners LLC July 2014 - Present
J.P. Morgan June 2012 - July 2014
McGill Investment Club June 2011 - May 2012
J.P. Morgan June 2011 - August 2011
Bank of Montreal May 2010 - August 2010
Education
McGill University 2008 — 2012
Bachelor of Commerce, Major in Finance, Minor in Accounting
Upper Canada College 1998 — 2008
André Anderson's J.P. Morgan Experience June 2011 - September 2012
Job Doctor of Dental Surgery Candidate at Meharry Medical College
Industry Hospital & Health Care
Experience
Meharry Medical College June 2014 - Present
J.P. Morgan June 2011 - September 2012
The Red McCombs School of Business Financial Analyst Program January 2010 - December 2010
Credit Suisse June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
US Army April 2003 - April 2007
Skills
Investments, Analysis, DCF, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Investment Banking, Valuation, Mergers, Equities, Data Analysis
Education
Meharry Medical College 2014 — 2018
Doctor of Dental Surgery (DDS)
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Titchfield High School 1996 — 2000
Meharry Medical College June 2014 - Present
J.P. Morgan June 2011 - September 2012
The Red McCombs School of Business Financial Analyst Program January 2010 - December 2010
Credit Suisse June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
US Army April 2003 - April 2007
Skills
Investments, Analysis, DCF, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Investment Banking, Valuation, Mergers, Equities, Data Analysis
Education
Meharry Medical College 2014 — 2018
Doctor of Dental Surgery (DDS)
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration, Finance
Titchfield High School 1996 — 2000
Hamdi Fariz's J.P. Morgan Experience August 2015 - Present
Job Senior Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
William Davidson Institute November 2014 - June 2015
J.P. Morgan June 2014 - August 2014
Ally Financial Inc. April 2013 - June 2014
MGM Resorts International January 2014 - April 2014
Holtec International May 2011 - April 2013
Jordan Nuclear Regulatory Commission JNRC 2009 - 2009
Skills
Financial Modeling, Corporate Finance, Financial Risk, Credit Risk, Strategic Financial..., Strategy, Energy Industry, Nuclear Engineering, Risk Analysis, MCNP, Reactor
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Michigan 2010 — 2011
MSE, Nuclear Engineering and Radiological Sciences
University of Michigan 2006 — 2009
BSE, Nuclear Engineering and Radiological Sciences
McGill University
J.P. Morgan August 2015 - Present
William Davidson Institute November 2014 - June 2015
J.P. Morgan June 2014 - August 2014
Ally Financial Inc. April 2013 - June 2014
MGM Resorts International January 2014 - April 2014
Holtec International May 2011 - April 2013
Jordan Nuclear Regulatory Commission JNRC 2009 - 2009
Skills
Financial Modeling, Corporate Finance, Financial Risk, Credit Risk, Strategic Financial..., Strategy, Energy Industry, Nuclear Engineering, Risk Analysis, MCNP, Reactor
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Michigan 2010 — 2011
MSE, Nuclear Engineering and Radiological Sciences
University of Michigan 2006 — 2009
BSE, Nuclear Engineering and Radiological Sciences
McGill University
Sharnalee Stewart, MBA's J.P. Morgan Experience May 2006 - September 2006
Job Citibank N.A. Associate
Industry Financial Services
Experience
Citi March 2012 - Present
New York City Transit March 2011 - September 2011
J.P. Morgan May 2006 - September 2006
Skills
Customer Service, Data Entry, Management, Leadership, Office Management, Teamwork, Team Leadership, Banking, Employee Training, Finance
Education
Metropolitan College of New York - School of Business 2011 — 2012
Master's degree, Business Administration and Management, General
The City College of New York 2004 — 2008
Bachelor's degree, English Language and Literature, General
Citi March 2012 - Present
New York City Transit March 2011 - September 2011
J.P. Morgan May 2006 - September 2006
Skills
Customer Service, Data Entry, Management, Leadership, Office Management, Teamwork, Team Leadership, Banking, Employee Training, Finance
Education
Metropolitan College of New York - School of Business 2011 — 2012
Master's degree, Business Administration and Management, General
The City College of New York 2004 — 2008
Bachelor's degree, English Language and Literature, General
Amina Muhtar's J.P. Morgan Experience June 2008 - August 2008
Job Associate at McKinsey & Company
Industry International Trade and Development
Experience
McKinsey & Company September 2013 - Present
African Development Bank January 2009 - June 2009
J.P. Morgan June 2008 - August 2008
Goldman Sachs May 2007 - August 2007
Skills
Macroeconomics, Economics, Emerging Markets, International..., Finance
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2011
Master of Arts (MA)
McGill University 2005 — 2009
Bachelor of Commerce (B.Com.), Finance
McKinsey & Company September 2013 - Present
African Development Bank January 2009 - June 2009
J.P. Morgan June 2008 - August 2008
Goldman Sachs May 2007 - August 2007
Skills
Macroeconomics, Economics, Emerging Markets, International..., Finance
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2009 — 2011
Master of Arts (MA)
McGill University 2005 — 2009
Bachelor of Commerce (B.Com.), Finance
Jay Hastings, CAIA's J.P. Morgan Experience January 2005 - August 2006
Job Investment Manager at Global Equity Hedge Fund
Industry Investment Management
Experience
Global Equity Hedge Fund April 2015 - Present
Collegiate Alternative Investments Summit (CAIS) September 2014 - Present
J.P. Morgan January 2005 - August 2006
J.P. Morgan December 2003 - January 2005
Morgan Stanley May 2002 - December 2003
Morgan Stanley May 2001 - September 2001
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fund Of Funds, Endowments, Institutional..., Structured Investments, Fixed Income, Equities, Portable Alpha, Statistical Arbitrage, Risk Management, Risk Arbitrage, Endowment Funds, Private Equity, Venture Capital, Due Diligence, Options Strategies, Managed Funds, Long/Short Equity, Event Driven, Data Analysis, Derivatives, Mutual Funds, Wealth Management, Series 7, Investments, Options, Trading, Securities, Series 63, Valuation, Microsoft Excel, Financial Analysis, Quantitative Analytics, Bloomberg, Financial Modeling, Portfolio Management, Asset Management
Education
Northeastern University - Graduate School of Business Administration 2014 — 2015
Master of Science (MS), Finance, Investments, 3.8 /4.0 GPA
Merrimack College 2006 — 2008
Advanced Study in Financial Planning, Investments and Securities
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (BA), Economics
Global Equity Hedge Fund April 2015 - Present
Collegiate Alternative Investments Summit (CAIS) September 2014 - Present
J.P. Morgan January 2005 - August 2006
J.P. Morgan December 2003 - January 2005
Morgan Stanley May 2002 - December 2003
Morgan Stanley May 2001 - September 2001
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fund Of Funds, Endowments, Institutional..., Structured Investments, Fixed Income, Equities, Portable Alpha, Statistical Arbitrage, Risk Management, Risk Arbitrage, Endowment Funds, Private Equity, Venture Capital, Due Diligence, Options Strategies, Managed Funds, Long/Short Equity, Event Driven, Data Analysis, Derivatives, Mutual Funds, Wealth Management, Series 7, Investments, Options, Trading, Securities, Series 63, Valuation, Microsoft Excel, Financial Analysis, Quantitative Analytics, Bloomberg, Financial Modeling, Portfolio Management, Asset Management
Education
Northeastern University - Graduate School of Business Administration 2014 — 2015
Master of Science (MS), Finance, Investments, 3.8 /4.0 GPA
Merrimack College 2006 — 2008
Advanced Study in Financial Planning, Investments and Securities
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Arts (BA), Economics
Anne Hyde's J.P. Morgan Experience July 2015 - Present
Job Corporate & Investment Bank Campus Recruiting Coordinator at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Euromoney Institutional Investor September 2013 - June 2015
Euromoney Institutional Investor August 2012 - August 2013
Marketing Werks May 2011 - August 2011
Skills
Client Services, Strategy, Social Media, Marketing, Social Media Marketing, Microsoft Excel, Microsoft Office, Social Networking, Marketing Communications, Advertising, Customer Service
Education
St. Mary's University College, Twickenham 2012 — 2013
Post Graduate Certificate, International Business
Miami University 2008 — 2012
Bachelor of Science, Marketing
CEA Global Campus, Barcelona 2010 — 2010
International Marketing, Spanish language, History
Villa Duchesne 2004 — 2008
J.P. Morgan July 2015 - Present
Euromoney Institutional Investor September 2013 - June 2015
Euromoney Institutional Investor August 2012 - August 2013
Marketing Werks May 2011 - August 2011
Skills
Client Services, Strategy, Social Media, Marketing, Social Media Marketing, Microsoft Excel, Microsoft Office, Social Networking, Marketing Communications, Advertising, Customer Service
Education
St. Mary's University College, Twickenham 2012 — 2013
Post Graduate Certificate, International Business
Miami University 2008 — 2012
Bachelor of Science, Marketing
CEA Global Campus, Barcelona 2010 — 2010
International Marketing, Spanish language, History
Villa Duchesne 2004 — 2008
Coni Stiles's J.P. Morgan Experience December 2008 - Present
Job Facilities Manager at CBRE on JP Morgan Chase Account
Industry Investment Banking
Experience
J.P. Morgan December 2008 - Present
CBRE 2002 - 2013
Skills
Operations Management, Customer Service, Facilities Management, Corporate Real Estate, Contract Negotiation, Strategic Planning, Project Planning, Risk Management, Asset Managment, Project Management, Team Building, Real Estate, Procurement, Asset Management, Process Scheduler, Management, Budgets, Leadership, Contract Management, Negotiation, Vendor Management, Training, Purchasing, Program Management, Construction, Customer Satisfaction, Account Management, Business Development, New Business Development, Property Management, Sales, Facilities Operations
Education
Mesa Community College 1994 — 1998
Associate's degree, Business Administration and Management, General
J.P. Morgan December 2008 - Present
CBRE 2002 - 2013
Skills
Operations Management, Customer Service, Facilities Management, Corporate Real Estate, Contract Negotiation, Strategic Planning, Project Planning, Risk Management, Asset Managment, Project Management, Team Building, Real Estate, Procurement, Asset Management, Process Scheduler, Management, Budgets, Leadership, Contract Management, Negotiation, Vendor Management, Training, Purchasing, Program Management, Construction, Customer Satisfaction, Account Management, Business Development, New Business Development, Property Management, Sales, Facilities Operations
Education
Mesa Community College 1994 — 1998
Associate's degree, Business Administration and Management, General
Michaela Hirsh's J.P. Morgan Experience June 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Desautels Capital Management May 2013 - May 2014
J.P. Morgan June 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Vigilant Global May 2011 - September 2011
Hermès Paris April 2010 - April 2010
Skills
Bloomberg Terminal, Valuation, Microsoft Excel, Financial Markets, Leadership, Mergers & Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, LBO, Fixed Income, Equity Research
Education
McGill University 2010 — 2014
Bachelor of Commerce (BCom), First Class Honours, Honours Investment Management, Finance, 3.96/4.00
Università Commerciale 'Luigi Bocconi' 2012 — 2012
Bachelor of Commerce (BCom), Corporate Finance, Capital Markets, Derivatives, Strategy, Study Abroad
Community Hebrew Academy of Toronto 2006 — 2010
J.P. Morgan June 2014 - Present
Desautels Capital Management May 2013 - May 2014
J.P. Morgan June 2013 - August 2013
Bank of America Merrill Lynch May 2012 - August 2012
Vigilant Global May 2011 - September 2011
Hermès Paris April 2010 - April 2010
Skills
Bloomberg Terminal, Valuation, Microsoft Excel, Financial Markets, Leadership, Mergers & Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, LBO, Fixed Income, Equity Research
Education
McGill University 2010 — 2014
Bachelor of Commerce (BCom), First Class Honours, Honours Investment Management, Finance, 3.96/4.00
Università Commerciale 'Luigi Bocconi' 2012 — 2012
Bachelor of Commerce (BCom), Corporate Finance, Capital Markets, Derivatives, Strategy, Study Abroad
Community Hebrew Academy of Toronto 2006 — 2010
Myrna Dejesus-Foster's J.P. Morgan Experience August 2007 - Present
Job Executive Administrative Assistant at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2007 - Present
J.P. Morgan August 2007 - Present
Cigna Healthcare, New York June 2004 - July 2007
JPMorgan Chase November 2001 - June 2004
JPMorgan Chase August 2000 - November 2001
Skills
Data Entry, Microsoft Office, Outlook, Microsoft Excel, Administrative..., Microsoft Office Suite..., Payroll, Spreadsheets, PowerPoint, Invoicing, Management, Financial Analysis, Human Resources
Education
Mercy College
J.P. Morgan August 2007 - Present
J.P. Morgan August 2007 - Present
Cigna Healthcare, New York June 2004 - July 2007
JPMorgan Chase November 2001 - June 2004
JPMorgan Chase August 2000 - November 2001
Skills
Data Entry, Microsoft Office, Outlook, Microsoft Excel, Administrative..., Microsoft Office Suite..., Payroll, Spreadsheets, PowerPoint, Invoicing, Management, Financial Analysis, Human Resources
Education
Mercy College
Wannetta Price's J.P. Morgan Experience October 2014 - May 2015
Job Contractor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - May 2015
Barclays Capital Inc. October 2013 - March 2014
National Bank of Canada Financial Inc. May 2006 - April 2013
Knight Equity Markets 2003 - 2005
TD Securities (USA) LLC 1988 - 2003
Skills
Securities, FINRA, Risk Management, Capital Markets, Financial Analysis, AML, Hedge Funds, Financial Risk, Fixed Income, Derivatives
Education
Metropolitan College of New York
MS
University of Louisiana at Lafayette
BA
J.P. Morgan October 2014 - May 2015
Barclays Capital Inc. October 2013 - March 2014
National Bank of Canada Financial Inc. May 2006 - April 2013
Knight Equity Markets 2003 - 2005
TD Securities (USA) LLC 1988 - 2003
Skills
Securities, FINRA, Risk Management, Capital Markets, Financial Analysis, AML, Hedge Funds, Financial Risk, Fixed Income, Derivatives
Education
Metropolitan College of New York
MS
University of Louisiana at Lafayette
BA
Farah Abdul Baki's J.P. Morgan Experience July 2012 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan June 2009 - June 2012
J.P. Morgan May 2008 - August 2008
Education
McGill University 2005 — 2009
B.Comm, Finance & Accounting
J.P. Morgan July 2012 - Present
J.P. Morgan June 2009 - June 2012
J.P. Morgan May 2008 - August 2008
Education
McGill University 2005 — 2009
B.Comm, Finance & Accounting
Francis Mason's J.P. Morgan Experience 1999 - 2005
Job Managing Director at Perisen Capital Management Ltd.
Industry Investment Management
Experience
Perisen Capital Management Ltd. 2010 - Present
Lisio-Mason 2008 - 2010
CIBC World Markets 2005 - 2008
J.P. Morgan 1999 - 2005
Scotia Capital 1993 - 1999
Skills
Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investments, Business Strategy, Equities, Private Equity, Valuation
Education
Wharton School, University of Pennsylvania 1991 — 1993
MBA, Finance
McMaster University 1984 — 1988
Hons BComm
Perisen Capital Management Ltd. 2010 - Present
Lisio-Mason 2008 - 2010
CIBC World Markets 2005 - 2008
J.P. Morgan 1999 - 2005
Scotia Capital 1993 - 1999
Skills
Investment Banking, Financial Modeling, Capital Markets, Corporate Finance, Mergers & Acquisitions, Investments, Business Strategy, Equities, Private Equity, Valuation
Education
Wharton School, University of Pennsylvania 1991 — 1993
MBA, Finance
McMaster University 1984 — 1988
Hons BComm
Niki Edmonds's J.P. Morgan Experience June 2013 - August 2014
Job CS Student
Industry Computer Software
Experience
J.P. Morgan June 2013 - August 2014
Draper Laboratory February 2012 - January 2013
Naval Postgraduate School January 2012 - January 2012
MIT September 2011 - December 2011
Breakthrough Cambridge June 2011 - August 2011
Skills
Python, Java, C, Algorithms, C++, Testing
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor's Degree, Electrical Engineering and Computer Science, Management Science
Concord Academy 2007 — 2011
J.P. Morgan June 2013 - August 2014
Draper Laboratory February 2012 - January 2013
Naval Postgraduate School January 2012 - January 2012
MIT September 2011 - December 2011
Breakthrough Cambridge June 2011 - August 2011
Skills
Python, Java, C, Algorithms, C++, Testing
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor's Degree, Electrical Engineering and Computer Science, Management Science
Concord Academy 2007 — 2011
Jose Endanattu's J.P. Morgan Experience March 2015 - Present
Job APT Services Inc
Industry Accounting
Experience
J.P. Morgan March 2015 - Present
APT Services Inc March 2014 - March 2015
Grace Assembly of God - Youth Department January 2013 - January 2014
SML Acquisitions, LLC September 2010 - January 2013
Kids to Kingdom (Grace Assembly of God) January 2004 - December 2010
Toys R Us May 2000 - December 2007
Skills
Malayalam, Microsoft Excel, Microsoft Word, Chemical Management..., FilePro
Education
Mercy College 2006 — 2009
Bachelor's degree, Public Accounting
Rockland Community College 2002 — 2006
Liberal Arts of Math and Science
J.P. Morgan March 2015 - Present
APT Services Inc March 2014 - March 2015
Grace Assembly of God - Youth Department January 2013 - January 2014
SML Acquisitions, LLC September 2010 - January 2013
Kids to Kingdom (Grace Assembly of God) January 2004 - December 2010
Toys R Us May 2000 - December 2007
Skills
Malayalam, Microsoft Excel, Microsoft Word, Chemical Management..., FilePro
Education
Mercy College 2006 — 2009
Bachelor's degree, Public Accounting
Rockland Community College 2002 — 2006
Liberal Arts of Math and Science
Jonathan Shan's J.P. Morgan Experience July 2003 - September 2005
Job Student at Massachusetts Institute of Technology
Industry Investment Management
Experience
MIT 2012 - 2013
MIT Sloan School of Management 2012 - 2013
Buou Buou Apparel (Shenzhen) Co., Ltd. 2009 - July 2012
Sponsors for Educational Opportunity 2008 - 2008
William D. Witter, Inc. 2007 - 2007
TriSun Asset Management September 2005 - 2006
J.P. Morgan July 2003 - September 2005
Circle T Partners March 2003 - July 2003
CNBC 2003 - 2003
Chaffe & Associates, Inc. 2001 - 2001
Skills
Financial Modeling, Investment Banking, Trading, Portfolio Management, Alternative Investments, Financial Analysis, Bloomberg, First Call, Equity Research, Investments, Investment Strategies, Financial Accounting, Stock Picking, Stock Trading, Equity Valuation, Valuation, Equities
Education
MIT Sloan School of Management 2012 — 2013
Master of Science, Management Studies, 4.7/5.0
Tsinghua University 2011 — 2013
Master of Business Administration, General Management
Peking University 2009 — 2011
Mandarin Chinese
Tulane University - A.B. Freeman School of Business 1999 — 2002
Bachelor of Science, Management; Finance and Information Systems, 3.7/4.0
MIT 2012 - 2013
MIT Sloan School of Management 2012 - 2013
Buou Buou Apparel (Shenzhen) Co., Ltd. 2009 - July 2012
Sponsors for Educational Opportunity 2008 - 2008
William D. Witter, Inc. 2007 - 2007
TriSun Asset Management September 2005 - 2006
J.P. Morgan July 2003 - September 2005
Circle T Partners March 2003 - July 2003
CNBC 2003 - 2003
Chaffe & Associates, Inc. 2001 - 2001
Skills
Financial Modeling, Investment Banking, Trading, Portfolio Management, Alternative Investments, Financial Analysis, Bloomberg, First Call, Equity Research, Investments, Investment Strategies, Financial Accounting, Stock Picking, Stock Trading, Equity Valuation, Valuation, Equities
Education
MIT Sloan School of Management 2012 — 2013
Master of Science, Management Studies, 4.7/5.0
Tsinghua University 2011 — 2013
Master of Business Administration, General Management
Peking University 2009 — 2011
Mandarin Chinese
Tulane University - A.B. Freeman School of Business 1999 — 2002
Bachelor of Science, Management; Finance and Information Systems, 3.7/4.0
Cassie Lira's J.P. Morgan Experience November 2012 - June 2015
Job
Industry Consumer Services
Experience
J.P. Morgan November 2012 - June 2015
Crystal Lake Park District August 2000 - November 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Leadership, Windows, Outlook
Education
Crystal lake high school 1999 — 2003
General Ed
University of Illinois Springfield
Communication, General
McHenry County College
General Studies
J.P. Morgan November 2012 - June 2015
Crystal Lake Park District August 2000 - November 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Photoshop, Leadership, Windows, Outlook
Education
Crystal lake high school 1999 — 2003
General Ed
University of Illinois Springfield
Communication, General
McHenry County College
General Studies
Robert Cashman's J.P. Morgan Experience February 2008 - Present
Job Assistant Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2008 - Present
Harvard Management Company October 1990 - February 2007
Keystone Provident Life October 1984 - June 1990
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Equities, Derivatives, Bloomberg, Fixed Income, Capital Markets, Alternative Investments, Securities, Fund Accounting, Hedge Funds, Investments
Education
Merrimack College 1979 — 1983
Bachelor of Science (BS), Accounting
J.P. Morgan February 2008 - Present
Harvard Management Company October 1990 - February 2007
Keystone Provident Life October 1984 - June 1990
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Investment Banking, Equities, Derivatives, Bloomberg, Fixed Income, Capital Markets, Alternative Investments, Securities, Fund Accounting, Hedge Funds, Investments
Education
Merrimack College 1979 — 1983
Bachelor of Science (BS), Accounting
Jonathan Pedroza's J.P. Morgan Experience February 2015 - Present
Job Student at Metropolitan State College of Denver
Industry
Experience
J.P. Morgan February 2015 - Present
Education
Metropolitan State University of Denver 2013 — 2018
J.P. Morgan February 2015 - Present
Education
Metropolitan State University of Denver 2013 — 2018
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.